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Home My WebLink About01-0664 PETITION FOR PROBATE and GRANT OF LETTERS also known as LLOYD E. STONER NjA No. ;J., , .. 0 J .. '''' c.J Estate of , Deceased To: Register of Wills for the County of Cumberl and in the Social Security No. 204-30-7132 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(x) is/are 18 years of age or older and the executor named in the last will of the above decedent, dated October 3 19 90 and codicil(s) dated N/ A (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h ~last family 0r principal residence at 258 South Locust Poi nt Road. Mechani csburg. PA 17055 Ml1Nlb€ 7Z1 n w~ - (list street, number and munici06ality) r- Decedent, then 89 years of age, died at Carlisle Hospital. Carlisle. PA 17013 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incom- April 23 00< 2001, petent: N/A Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) (If not domiciled in Pa.) (If not domiciled in Pa.) Value of real estate in Pennsylvania situated as follows: #1 II- All personal property Personal property in Pennsylvania Personal property in County $ is. 1>00, D tJ $ $ $ WHEREFORE, petitioner~) respectfully request(s) the herewith and the grant of letters testamentary i 97o(~ ., ~ :: ., ., ll:: l:l o "'- l:l~ .... ., 3e: ~ 0 E .. l:l ~ en probate of the last will and mi~u.~ presented thereon. testamentary: administration c.t.a.: administration d.b.n.c.t.a.) Jay L. Stoner 124 East Locust Street Mechanicsburg. PA 17055 (717) 697-5473 /L_ Ji./~-/2 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYL V ANIAJ SS COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best 9f the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate ac~ Sworn to or affirmed and sub- ~ ~ scribed before me this 12th day of JULY 2001 No. 21-2001-664 Estate of LLOYD E. STONER DECREE OF PROBATE AND GRANT OF LETTERS Deceased AND NOW, JULY 12th ~ 2001 , in consideration of t9-_epetitio!bon the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s), dated October 3, 1990 described therein be admitted to probate and filed of record as the last will of LLOYD E. STONER and Letters Testamentary are hereby granted to Jay L. Stoner. Executor FEES Probate, Letters, Etc.................. $ 200.00 1? $ 36 .00 Short Certificates ( ,.................. ATTORNEY (Sup. Ct. I.D. No.) Renunciation.......................... $ 5t-pages (3) JCP ..................... $ ADDRESS 9.00 5.00 TOTAL......... $ 250.00 PHONE Filed JULY 12TH.2001 MAILED LETTERS AND ORDER 'ID EXECU'IOR HI05.80S REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local R~gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent ~ling. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 7386219 No. 21-2001-664 loA U....AV.~. ~kA 'o/f Local Registrar ~ J. 3 t-)..OCJ ( Date H105..43 Art 2111 COMMONWEALTH Of PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECOROS CERTIFICATE OF DEATH STAlIEFIl.E~MliIoER SOCIAL SECURITY NUMBER TYPEJPRINT IN n.kMANENT SLACK INK SEX NAME Of DECEDENT IFIf!l Mldale.l.>> .. LLOLl DE. stoner AGE (l_ ~y) UNDER t YEAR ....... 0.,. .. Male Pl.t'CE OF DEATH lCt<<:k l)rlty nr-. -- ... ,nstruct.cJM on 00... ..... HOSPiTAl: .__0 =..,0 89 .". COUNTYOFOERH .... Cumberland Ie. DECEDENT'S USUAL OCCUPATtON {?r.:=:_:o~=~:r 110. Fanner 1110. Fanni. OECEDENT'S ItWLING ADORESS(Ser'" ClIfIbIn. s.. ZipCoo.' 258 Locust Point Road Mechanicsburg, PA 17055 .",. Cumber land Q .. on :> on c ::i c .o. FAl'HEWS NAME (FarM. Middle. Ld) ... William Edward stoner ",~s_cr_ . Mr. Ja L. stoner METHOO OF IlIS1'OSlT1ON o ....... tiel "...,.... 0 __.....0 0 ~ OdwCSlledt' 2Ut.A SIGH.VUAE Of FUNERAL SERVICE LICENSEE OR PERSON ACTtNG AS SUCH ~/ ;::../....e DUE lO(OA AS ,,"CONSEQUENCE Of): J D) ~ l : DUE 10 (OR AS A cciNsEauENCE Of): DUE 10 (OR AS A CONSEOUENCE Of): WERE AI.1'IOPSY FtNOWOS MANNER Of DEATH ~E PIUOAlO ~ETIOHCWCAUSE ~ 0 DEJil'H' ....w.. Homocidl Accodonl 0 P.ndingtnvesl;~~ 0 ... 0 Noj(t SuCiOI 0 CoutdfaolMdelarmmed 0 DATE OF INJURY lMonl'l.Oav, .....1 3. 204 - 30 2001 Did - "'-in. -' WARlTAL $WUS. u.mM ~.... W..... Widowecl. -- Widowed Monroe ..-..- SPOUSE ,..... QI'oiIlt INldIIn NrMt ...... I A9PJOltimale I inIerWI bItWMn : onMf: and .... I l PART I: Olher....,. c:oncIIioM Cll)flIIl'ibuIi 10..... 1M ...~in...~c:auMg;v.n infNn.. TIME OF IHJUA,V INJURY 1fI WORK? DESCFUBE HOW INJURY OCCURRED. ,.. 0 NoD ... c: ~ -.l.. PlACE OF INJURY - AI home,.arm, SU....IKIOfY. office buidInQ. etC. ISpec"v) u.. 2111. 3011. CE.RTtflER ,Check oniy onel -CERTWYING PHYSICIAN (Ph.,.$lC1an ~ cause 01 death ....tlet' at\OItler phys.coao has plOf\OllOCeo deal'" ana COOlj..\leled lIaln 2J) To... but o. Ifty know.... ...... occurn4 due 110 11M cau..(s) and menne' I. stated. . . . . ~ Z W ~ :.l o ~ ~ Z 'PROHOUNaHG AND CERIIFYtHG PHY$ICIAH tPhvs-:.an 00ttl ;)lOOOUOC,l"I9 dedlh and cer'l~V'0910 cause ol dedl..1 To etM~. o' mV kno\lllMdil_, de.'" occurred.t u........ da'a, and pIKe, and due to ltMI cauM(s) and mannar.. stalad. . ~MEOICAL EXAMINER/CORONER On the b.. 0' uaminatlon andlorlnv..tlg,alion. in my opinion, d.ath oCl;;uned at the Ume, dala, and plac.. iIOd due to the causa(a) and mann.....st.ted......,...... -........." .-.... -.., .............. -. -....................'.. .... ,............ ....... 11.. REGIST StGNATURE AND NUMBER 1,11 litH I IJ-J o 11" iJ ,. WILL I, LLOYD E. STONER, of 258 South Locust Point Road, Mechanicsburg, Cumberland County, Pennsylvania, revoke my prior Wills and declare this to be my Will. ElB~I: Q~~i~~E~-E~E~~~l~~E~E~~: My debts and the expenses of my last illness, funeral and burial shall be paid out of my estate. ~~~QBQ: !~~~~E~l~E~-B~~~~~~l~~ii~~!~: I give all my automobiles and all other articles of personal and household use, together with all insurance relating thereto, to my wife, ORRILLA R. STONER, if she survives me by sixty days. If my wife, ORRILLA R. STONER, does not so survive me, I give all such property and insurance to my children as so survive me, to be divided among them as they may agree, or in the absence of agreement or if any of them is a minor, as my executor may think appropriate; provided that articles which my executor considers unsuitable for my children may be sold and the proceeds thereof added to my residuary estate. My executor may, without further responsbility, distribute property passing to a minor under this article to the minor or to any person to hold for the minor. IBlBQ: !~~i~~~~X_~~!~i~: I give the residue of my estate, real and personal, to my wife, ORRILLA R. STONER, if she survives me by sixty days. If she does not so survive me, I give such residue to JAY L. STONER, as Successor Trustee of a certain Trust created by me on e~~ ~ ij3~___and already in existence, to be administered in accordance with the provsiions thereof, as an addition to the trust fund, and said Trustee shall dispose of said property as a part of said trust in accordance with the provisions thereof. FOURTH: ------ shall be against, !~~!~~ii~~-R~~vi~i~E: No interest in income or principal assignable by, or available to anyone having a claim a beneficiary before actual payment to the beneficiary. ElEIB: Q~~iE-1~~~~: Except as otherwise provided, all federal, state and other death taxes payable because of my death on property forming my gross estate for tax purposes, whether or not it passes under this Will, shall be paid out of the principal of my probate estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. Any death taxes on future interests may be paid whenever my executor may think best. SIXTH: ~~~~~~~~~!-RE~vi~!~~~: I authorize my executor: A. To retain and to invest in all forms of real and personal property regardless of any limitations imposed by law on investments by executors; B. To compromise claims and to abandon any property which, in my executor's opinion, is of little or no value; c. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; D. To use administrative or other expenses of my estate as income tax or estate tax deductions and to value my estate for tax purposes by any optional method permitted by the law in force when I die; and E. To distribute in cash or in kind. These powers are in addition to those vested by law and shall be exercisable without leave of court. ~~~~B!~: ~~~!~~~~-1~!~E~~!~: In dealing with the stock of any close corporation or any other business interest forming a part of my estate, I authorize my executor: A. To disregard any principle of investment diversification and to retain any part or all of such interest as long as he considers it advisable to do so; B. To sell any part or all of such interest at such time or times, for such prices, to such persons (including pesons who are beneficiaries hereunder) and on such terms and conditions as he may think advisable; C. To do anything that may seem advisable with respect to the operation of liquidation of any such business or any changes in the purpose, nature or structure of any such business; D. To delegate authority to any director, stockholder, manager, agent, partner or employee, and to approve payment from the business of adequate compensation to any such person; and E. To make additional investments in any such business if such action seems in the best interest of the beneficiaries of my estate. In short, I intend that in making decisions hereunder, my executor shall have the same freedom of action that I would have if living. - 2 - ~IQBIB: ~xe~ut~E: I appoint my son, JAY L. STONER, executor of this Will, to serve without bond, but if for any reason he fails to qualify or ceases to act, I appoint my daughter, KAY L. KING, as executrix to serve without bond. IN WITNESS WHEREOF, ; have he~e~~ set my hand and seal to this, my Will, this ~_~_ day of ~tp -_______, 1990. I~" ,/" '.? ~L~~d~:-{T~~f~~-_-_---- Signed, sealed, published and declared by the above named Testator as and for his Will in our presence, who, at his request, in his presence and in the presence of each other, have hereunto S~bscr:t'b d our ~ames as attesting witnesses: , , ! / .- /J ~ ~~ ~_ ReSiden~~~____ /11L Residen~e .&~M----- - 3 - AFFIDAVIT STATE OF PENNSYLVANIA RdRoI"f~ COUNTY OF C.u~.I!;l~_.JIJl On this, the 3 ')6 day of OJ"be(" , 19<rD, before me, the undersigned officer, personally appeared LLOYD E. STONER, MIl r.nrl12,t7bAPJ.~('N ,and f). ft. ~us:;t'g ), (personally known to me or satisfactorily proven to be) the Tc~tor and Witnesses, respectively of the foregoing Will, who being duly sworn, depose and say that the Witnesses attested the said Will and they subscribed the same at the request and in the presence of the said Testator and in the presence of each other, and the said Testator signed said Will in their presence and acknowledged that he had signed said Will and declared the same to be his last Will and Testament, and deponents further state at the time of the execution of said Will the said Testator appeared to be of lawful age and sound mind and memory and there was no evidence of undue influence. ~C' .,.,.,...-c= / .-- ~~~~ (..p '--Y!''':;;fb~';C-f~t;, Tes tor . /?;~~ I}L- - ltness / 1J'~'d~ Idler;) ., 'L1 ~ Wl e s Subscribed and sworn before me the day and year first written. ~~ D~t:~--- Notary Public My commission expires: J~~~~ . GAAY o~~b~~~~fJ'tNJ81le S~~AN TOWNSHIP, AO_~ COUNTY MY COMMISSION EXPIREsecr lQ,IQ92 Member, Pennsylvania ~datiol'\ oj ~laries COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.2B0601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT STONER JAY L 124 EAST LOCUST STREET MECHANICSBURG, PA 17055 --~----- fold ESTATE INFORMATION: SSN: 204-30-7132 FILE NUMBER: 21-2001- 0664 DECEDENT NAME: STONER LLOYD E DATE OF PAYMENT: 07/12/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/23/2001 NO. CD 000044 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,000.00 I I I I I I I I TOTAL AMOUNT PAID: $4,000.00 REMARKS: JAY L STONER CHECK# 338 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS e:. -- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: LLOYD E. STONER Date of Death: April 23, 2001 Will No. 2001-00664 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) ofthe Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Au~ust 31, 2001 Name Address Gay L. Kirkpatrick 258A South Locust Point Rd, Mechanicsbur~, P A 17055 190 Bra~~own Road, York Sprin~s, PA 17372 Kay L. Kin~ Quay L. Stoner 30 Old Colony Lane, Marlton, NJ 08053 Jay L. Stoner 124 East Locust Street, Mechanicsbur~, P A 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/A ~;:~ Signatu Date: 09-10-01 Name JAY L. STONER Address 124 East Locust Street Mechanicsbur~, P A 17055 Telephone (717) 697-5473 Capacity: x Personal Representative Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT STONER JAY L 124 EAST LOCUST STREET MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 204-30-7132 FILE NUMBER: 21-2001- 0664 DECEDENT NAME: STONER LLOYD E DATE OF PAYMENT: 01/23/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/23/2001 NO. CD 000780 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $8,700.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: JAY L STONER CHECK# 378 SEAL INITIALS: DO RECEIVED BY: $8,700.00 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS "v /0--027~ -/~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Ra~~~~~ OF INDIVIDUAL TAXES Rec;QFPJ\RTME,t'tt!T 280601 HARRISBURG;;PA 17128-0601 .02 JAN 18 P 3 :45 Telephone (717) 787-3930 FAX (717) 772-0412 January 14, 2002 PBF Associates, Inc. 820 Vogelsong Road. York, Pa.17404 CI~'l K Curnbc, --, ! Re: Estate of Lloyd E. Stoner File Number 2101-0664 Dear Ms Houseal: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before July 23,2002. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. /iSins:;erely, .j~!/~) Jeffrey D. Hollenbush, Supervisor Document Processing Unit Inheritance Tax Division . COMMONWEALTH OF REV -1500 OFFICIAL USE ONLY , If.,. .:2 Lf 3 - /J., c.. PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 RESIDENT DECEDENT ~L-QL _ll.kfLY- HARRISBURG, PA 17128-0601 COWl'I coo; YEAR >WIlER DECEDENTS NAME (LAST, FIRST. AND MIDDLE INrrLo\L) SOCLo\L SECURrrY NUMBER I- Z LLOYD E. STONER 204-30-7132 W DATE OF DEATH (MM-DD- YEAR) DATE OF BIRTH (MM-DD- YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE Cl W 04-23-2001 08-12-1911 REGISTER OF WILLS (.) W (IF APPLICABLE) SURVMNG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INrrLo\L) SDCLo\L SECURrrY NUMBER Cl N/A w IZI 1. Original Return D 2. Supp\emeO\a\ Return o 3. RemainderRetum(dateofdealhpriorto12-1U2) ..., ","Vl D 4. Lim~ed Estate D 4a. Future Interest Compromise (datI! of death after 12-12-82) D 5. Federal Eslate Tax Retum Required 0"'''' wo.o IZI 6. Decedent Died Testate (Attach copy olV;IQ IZI ",00 7. Decedent Maintained a Living Trust (Attach copy nf Tnst) ~ 8. T"al Number of Safe Depos~ Boxes o"'~ 0. co 0. D 9. U1igation Proceeds Received o 10. Spousal Poverty Credit (date of death between 12-31-91 al'd 1-1-95) D 11. Election 10 lax under See. 9113(A) IA"'''' S<h OJ " ..., THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: z NAME COMPLETE MAILING ADDRESS w Cl JAY L. STONER 124 East Locust Street z 0 FIRM NAME (II Appi"'"J 0. Mechanicsburg, PA 17055 Vl N/A w '" '" TELEPHONE NUMBER 0 0 717 -697 -54 7 3 1. Real Estate (Scheduie A) (1) 0,00 .9FFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 0.00 ,..- 3. Closely Held COIporation, Partnership or Sole-Proprietorship (3) 0.00 4. Mortgages & Notes Receivable (Schedule D) (4) 0.00 5. Cash, Bank Deposits & Misoetlaneous Personal Property (5) 29,505.18 Z (Schedule E) 0 6. Jointly OMled Property (Schedule F) (6) 684.10 < D Separate Billing Requested ...J 7. Inter-Vivos Trmsfers & Miscellaneous Noo-Probate Property (7) 450,000.00 ::l I- (Schedule G or L) a: 8. Total Gross Assets (total Lines 1- 7) (8) 480,189.28 <( (.) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 2,573.85 w a:: 10. Debls of Decedent, Mor1gage LiabilRies, & Liens (Schedule I) (10) 1,183.49 11. Total Deductions (total Lines 9 & 10) (tl) 3,757.34 12. Net Value of Estate (line 8 minus line 11) (12) 476,431. 94 13. Char~able and Governmental Bequests/See 9113 Trusts for wf1id1 an etection 10 \a)( has not been (13) made (Schedule J) 14. NetValue Subject toTax (Line 12 minus Une 13) (14) 476,431. 94 SEE INSTRUCTIONS FOR APPLICABLE RATES Z 15. Amount of Line 141axable at the spousal \a)( 0 476,431. 94 X.O 45 ~ rate, orlransfers under See. 9116 (a)(1.2) (15) 21,439.44 I- 16. Amount of Line 14 taxable at lineal rate X.O_ (16) ::l 0- 17. Amounl d line 14 taxable at sibling rate X .12 (17) ::E 0 16. Amount of Line 141axabie at ooIlater~ rate X .15 (18) (.) X 19. Tax Due (19) 21,439.44 ~ 20.l1\ I CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < STfPM2Q21F_1 Deced"ent's Complete Address: . STREET ADDRESS 2 5 8 South Locust Point Road WYMechanicsbura. I STATE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 21,439.44 12.700.00 Total Credits (A + B + C) (2) 12,700.00 3. InteresVPenalty il applicable D. Interest E. Penalty 212.13 TotallnteresVPenalty (D + E) (3) 4. II Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a relund (4) 5. II Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 212.13 0.00 8,951.57 A. Enter the interest on the tax due. (5A) B. Enter the total 01 Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 8,951.57 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 01 the property transferred; . . . . . . . . . . . . . . . 0 [2J b. retain the right to designate who shall use the property transferred or its income; . . . . . . .' 0 [2J c. retain a reversionary interest; or . .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .... 0 [2J d. receive the promise for life 01 either payments, benefits or care? ...................... . 0 [2J 2. If death occurred after December 12, 1982, did decedent transfer property within one year 01 death without receiving adequate consideration? . .......................... ...... 0 [2J 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? . .. . 0 IXI 4. Did decedent own an Individual Retirement Account, annuity. or other non-probate property which contains a beneficiary designation? .. .. .. .. .. .. .. .. .. .. .. .. .. . .. .... D IXI 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 penalties ri perjury, I declare that I have examined this return, including occompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other thirl the personal representative is based 00 all informatioo of ~ prepare!' has illY knowledge. SIGNA E F PERSON R NSIB LING RETURN DATE 07/20/02 PA 17055 DATE 06/30/02 ASSOCIATES, INC., P.O. BOX 7, DOVER, FA 17315 For dates 01 death on or after July 1,1994 and before January 1, 1995, the tax rate imposed on the net value 01 transfers to or for the use of the sulViving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)). Fordates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use oHhe suNiving spouse is 0% 172 P.S. ~9116 (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 filing a tax retum are still applicable even il the suNiving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value 01 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 stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net vaiue 01 transfers to or for the use ofthe decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) 172 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use 01 the decedent's siblings is 12% [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. Sl'FPA42021f",2 REV-150B EX + (1-97) (I) CQMMON'/JEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-01-0664 ESTATE OF LLOYD E. STONER Include the proceeds rilitigatioo and I!\e date the proceeds..... received by the estate All property joinlly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2 . 3. .05 4 . 5. 6. Waypoint Bank, savings account, #0010121962, DOD value Accrued interest 444.26 .53 Waypoint Bank, money market fund, #0020026649, DOD value Accrued interest 11,486.37 34.89 Waypoint Bank, checking account, #0090252065, DOD value Accrued interest 470.81 .05 Waypoint Bank, checking account, #0090858311, DOD value Accrued interest 9,545.92 2.35 Personal and household items including farm equipment 7,500.00 Cash in pocket 20.00 STF PA42021F.9 TOTAL (Also enter on line 5, Recapitulation) $ (If more space IS needed, insert additional sheets of the same size) 29,505.18 REV-1509 EX.. (1-97) (I) CQMMONlNEALTH OF PENNSYLVANIA INHERITANCE TAX. RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF LLOYD E. STONER FILE NUMBER 21-01-0664 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVMNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. JAY L. STONER 124 East Locust Street Mechnicsburg,PA 17055 SON B. KAY L. KING 190 Braggtown Road York Springs, PA 17372 DAUGHTER c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %DF DATE OF DEATH ITEM FOR JOINT MADE IncllJIe name of financial instillAion aoo bank accol.f1 runber or similar identifying runber. DATE OF DEATH DECO'S VALUE Of NUMBER TENANT JOINT Altachdeedforjoirtt)'-heldrealeslale VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. Waypoint Bank, checking account, #1800011033, DOD value 198.23 50% 99.11 Accrued interest .14 50% 0.07 2. B. Waypoint Bank, savings, #0010118290, DOD value 1,169.02 50% 584.51 Accrued interest .82 50% 0.41 . TOTAL (Also enter on line 6, Recapitulation) $ 684.10 (If more space IS needed, Insert additional sheets of the same sIZe) STF PA42021 F.10 REV-1510 EX + (1-97) (I) COMMONWEALTH OF PENNSYlVAN~ INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF LLOYD E. STONER FILE NUMBER 21-01-0664 This schedule mus\ be complete<! and filed n \he answer 10 any 01 questions 1 \hr0J9h 4 on \he reverse side 01 \he REV-l500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY II\CLlDE ne Nl\ME OF TI-E TRA/'.5FEREE, TI-EIR RELATlONSHP TO DECECENT oon-E DATE OF TRA/';SFER. ATIACHA COPY OF TI-E O::ED FOR REAL ESTATE. DATE OF OEATH VALUE OF ASSET 1. ALL OF THE FOLLOWING REAL ESTATE WAS TRANSFERRED TO THE LLOYD E. AND ORRILLA R. STONER REVOCABLE LIVING TRUST DATED OCTOBER 3, 1990: Farm Residence located at 258 Locust Point Road, Mechanicsburg, PA consisting of approximately 79A and residence in poor condition. Value at date of transfer on clean and green value. attached statement. was based See 450,000.00 %OF DECD'S INTEREST EXCLUSION (IF .APPUCABLE) 100 TOTAL (Also enter on line 7, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) STFPA42021F.11 TAXABLE VALUE o. 50,000.00 450 000.00 REV-,S11 EX" (1-97){1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF LLOYD E. STONER FILE NUMBER 21-01-0664 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Tombstone Engraving- J. Gingerich 121. 50 2. Funeral Service- Church, Music, Food 840.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative( s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. AI\omeyFees 3. F,""i~ Exemption: (I decedent's address is not the same as claimi>1l's. attach explanation) Clairna'lt Street Address City State Zip Ratationship of Claimant to Decedent 4. Probate Fees 250.00 5. Accountant's Fees 400.00 6. Tax Return Preparer's Fees 800.00 7. Legal Notice- Cumberland County Law Journal 75.00 8. Legal Notice- Carlisle Sentinel 87.35 TOTAL (Also enter on line 9, Recapitulation) $ 2 573.85 (If more space is needed, insert additional sheets of the same size) STFPA42021F.12 REV~1512 EX + (1-97) (I) COMMON\o\UlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF LLOYD E. STONER FILE NUMBER 21-01-0664 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 199.00 1. Final Medical- Wheel Chair Van Get-Away 2 . Final Taxes- M. Murray County Real Estate 223.71 3. Final Taxes- M. Murray Township Real Estate 25.14 4. Final Taxes- M. Murray Real Estate 12.85 5. Final Taxes- M. Murray Per Capita 19.60 6. Final Repairs- CFS 109.51 7 . Final Utilities- A T & T Phone Bill 130.08 8. Final Utilities- GPU 66.23 9. Final utilities- Verizen 81.77 10. Final Medical- West Shore EMS 45.60 11. Final Medical- Home Nursing 270.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,183.49 STFPA42021F13 REV-t513 EX + (9.00) CC>>.1MONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF LLOYD E. STONER FILE NUMBER 21-01-0664 RELATIONSHIP TO DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) l. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (aJ (1.2)] GAY L. KIRKPATRICK 1. 258A Locust Point Road Mechanicsburg, PA 17055 DAUGHTER 2. KAY L. KING 190 Braggtown Road York Springs, PA 17372 DAUGHTER 3. JAY L. STONER 124 East Locust Street Mechanicsburg, PA 17055 SON 4. QUAY L. STONER 30 Old Colony Lane Marlton, NJ 08053 SON AMOUNT OR SHARE OF ESTATE 25% 25% 25% 25% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS 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) STFPA42021F.14 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 January 14, 2002 Telephone (717) 787-3930 FAX (717) 772-0412 PBF Associates,lnc. 820 Vogelsong Road. York, Pa.17404 Re: Estate of Lloyd E. Stoner File Number 2101-0664 Dear Ms Houseal: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before July 23,2002. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension( s) will be granted that would exceed the maximum time permitted. Sincerely i... /' ~. ,/' /'// .... ..ii,. ",/.,,,.:f!uALA ';.,'-.I.~i-/ . "'//1/ I~. /i . ,(/' "',....~,' ....''''..1'-''1 Jeffrey D. HOllenbush, Supervisor Document Processing Unit Inheritance Tax Division r" . . LLOYD E. STONER ESTATE Estate Administration -::OMMONWEAlTH OF PENNSYLVANIA DEPARTMENT Of REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1 162 EX(11-96) lECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT STONER JAY l 124 EAST LOCUST STREET MECHANICSBURG, PA 17055 ----~-~- fold ESTATE INFORMATION: SSN: 204-30-7132 FILE NUMBER: 21-2001- 0664 DECEDENT NAME: STONER lLOYD E DATE OF PAYMENT: 07/12/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/23/2001 NO. CD 000044 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,000.00 I I I I I I I I TOTAL AMOUNT PAID: $4,000.00 REMARKS: JAY l STONER CHECK# 338 SEAL INITIALS: SK RECEIVED BY: TAXPAYER ~~~ REGISTER OF WillS o ;:: 0 m~ r-:::u no> r- SW"TlOsg z )>_. -r"cr ~g3: )> ~~~rn:::D :0--1(') . .P"'tlO~cn -uQ~Od ):>~--1Zz ......::0 mm ~o :::D:c o.- o. . m .. ~ - - .. o ?i ~ ~ m lli~l~ E:~ ~ c;;e c ~ C r ~ r B .. :D -- II> -.... ,.- EP8 -w w Ii! 'It) CD I n t C , I~ ! 1 CI ~TE OF PENNSYLVANIA COUNTY OF CUMBERLAND SHORT CERTIFICATE I, MARY C. LEWIS Register for the Probate of Wills and Granting Letters of Administration &c. in and for said County of CUMBERLAND the 12th day of do hereby July certify that on A.D. , Two Thousand and One, Letters TESTAMENTARY in common form were granted by the Register of said County, on the estate of STONER LLOYD E , late of MONROE TOWNSHIP (LAbl, tlKbl, M1UUL~) in said county, deceased, to STONER JAY L that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 12th day of July A.D., Two Thousand and One. File No. 2001-00664 PA File No. 21-01-0664 Date of Death 4/23/2001 S.S. # 204-30-7132 ~w(J ~eu<--<'~ '()14/ff~/()~ Register V d NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL /'J""'} l..~~,./ WILL I, LLOYD E. STONER, of 258 South Locust Point Road, Mechanicsburg, Cumberland County, Pennsylvania, revoke my prior Wills and declare this to be my Will. FIR~: Q~~~~~i-K~~~~~l~~~~~~: My debts and the expenses of my last illness, funeral and burial shall be paid out of my estate. SECOND: Personal and Household Effects: I give all my automobiles a~d-all other-article;~f-Per;;;al-a;d-household use, together with all insurance relating thereto, to ~y wife, ORRILLA R. STONER, if she survives me by sixty days. If my wife, ORRILLA R. STONER, does not so survive me, I give all such property and insurance to my children as so survive me, to be divided among them as they may agree, or in the absence of agreement or if any of them is a mincr, as my executor may think appropriate; provided that articles which my executor considers unsuitable for my children may be sold and the proceeds thereof added to my residuary estate. My executor may, without further responsbility, distribute property passing to a minor under this article to the minor or to any person to hold for the minor. !~I~Q: ~~~idua~r_~~~~~~: I give the residue of my estate, real and personal, to my wife, ORRILLA R. STONER, if she survives me by sixty days. If she does not so survive me, I give such residue to JAY L. STONER, as Successor Trustee of a certain Trust created by me on &~~ ~-L13cO___and already in existence, to be administered in accordance with the provsiions thereof, as an addition to the trust fund, and said Trustee shall dispose of said property as a part of said trust in accordance with the provisions thereof. FOURTH: shaTlbe against, Protective Provision: No interest in income or principal a~sig;abl;-by~-;r-available to anyone having a claim a beneficiary before actual payment to the beneficiary. !l!!~: ~~at~-1~xe~: Except as otherwise provided, all federal, state and other death taxes payable because of my death on property forming my gross estate for tax purposes, whether or not it passes under this Will, shall be paid out of the principal of my probate estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. Any death taxes on future interests may be paid whenever my executor may think best. . . LLOYD E. STONER ESTATE Rev-1500 Attachments SIXTH: ----- ~~~~Z~~!~!_R~~vi~ions: I authorize my executor: A. To retain and to invest in all forms of real and personal property regardless of any limitations imposed by law on investments by executors; B. To compromise claims and to abandon any property which, in my executor's opinion, is of little or no value; C. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; D. To use administrative or other expenses of my estate as income tax or estate tax deductions and to value my estate for tax purposes by any optional method permitted by the law in force when I die; and E. To distribute in cash or in kind. These powers are in addition to those vested by law and shall be exercisable without leave of court. SEVENTH: Business Interests: In dealing with the stock of any ~lose-~orporatio~-o;-a~y~ther business interest forming a part of my estate, I authorize my executor: A. To disregard any principle of investment diversification and to retain any part or all of such interest as long as he considers it advisable to do so; B. To sell any part or all of such interest times, for such prices, to such persons who are beneficiaries hereunder) and on conditions as he may think advisable; at such time or (including pesons such terms and C. To do anything that may seem advisable with respect to the operation of liquidation of any such business or any changes in the purpose, nature or structure of any such business; D. To delegate authority to any director, stockholder, manager, agent, partner or employee, and to approve payment from the business of adequate compensation to any such person; and E. To make additional investments in any such business if such action seems in the best interest of the beneficiaries of my estate. In short, I intend that in making decisions hereunder, my executor shall have the same freedom of action that I would have if living. - 2 - ~!~B!B: ~xe~ut~: I appoint my son, JAY L. STONER, executor of this Will, to serve without bond, but if for any reason he fails to qualify or ceases to act, I appoint my daughter, KAY L. KING, as executrix to serve without bond. IN WITNESS this, my Will, WHEREO!'.,i this .3- ---- have he~e~~to set my hand and day 0 f ~E::tpj;e1::-______' 1 9 9 0 . seal to It " , 4) -:~~~{T~~~~-------- Signed, sealed, published and declared by the above named Testator as and for his Will in our presence, who, at his request, in his presence and in the presence of each other, have ""0"0 .o':::'~ '0' n.n.. .. .".."" .",...... .) . /' ./ ~ _ _}JL~ Residen~e .&~B---- - 3 - AFFIDAVIT STATE OF PENNSYLVANIA Ad"",...~ COUNTY OF G-vn.lU!..l h Hi ')c!. f\ ( ( On this, the 3 day of '<:Iehber- , 19"/D, before me, the undersigned officer, personally appeared LLOYD E. STONER, M//i;;>'~ l?,"7hJ.'_'CN , and R., H. ;-!z,u,,,,,, ), (personally known to me or satisfactorily proven to be) the T6l,{~tor and Witnesses, respectively of the foregoing Will, who being duly sworn, depose and say that the Witnesses attested the said Will and they subscribed the same at the request and in the presence of the said Testator and in the presence of each other, and the said Testator signed said Will in their presence and acknowledged that he had signed said Will and declared the same to be his last Will and Testament, and deponents further state at the time of the execution of said Will the said Testator appeared to be of lawful age and sound mind and memory and there was no evidence of undue influence. ~ ~ .' . /,,.-/ Tes~for ~ ..,.,... & < -;i;(h"a;' ~.,. '/:, ,...... / /J ')~'~ J "i:J.^;:1I ". ....-11 "- W~ ue s ,.. ... Subscribed and sworn before me the day and year first written. ~~ D<("t~- Notary Public My commission expires: J~N~~i~ GA~Y OoPOE. NO'AiI\\'~U~lle S'rnABAN TOWNSHIP, AOAM~ C",UNTI' MYCOMMISSION EXPIRES acT. ;0. 1S92 Member. Pennsylvania Asso':ialion 01 Na.lariss TRUST AGREEMENT THIS TRUST AGREEMENT is entered into by Lloyd E. Stoner and Orrilla R. Stoner, of 258 South Locust Point Road, Mechanicsburg, Pennsylvania.. (Settlors) and Lloyd E. Stoner and Orrilla R. Stoner of 258 South Locust Point Road, Mechanicsburg, Pennsylvania (Trustees). 1. Transfer to Trust. The Settlors have transferred and delivered to the Trustees, for the consideration of One ($1.00) Dollar, all that land together with all buildings and improvements and all furniture, fixtures, equipment, and all personal property located on the property known as 258 South Locust Point Road Mechanicsburg, Pennsylvania, more fully described on Attachment A, incorporated herein by reference the receipt of which is hereby acknowledged by the Trustees. Such property and all property hereafter subject to this Trust shall constitute the Trust Estate, and shall be held, managed, administered, and distributed by the Trustees as provided in this agreemp~t. The Settlors, and any other person, shall have the right at any time to add property acceptable to this Trust and such property, when received and accepted by the Trustees, shall become part of the Trust Estate. 2. Revocation During the Life of Settlors. During the lives of the Settlors, this Trust may be amended, altered, revoked, or terminated in whole or in part, or any- provision of this agreement, by an instrument in writing signed by the Settlors, or the survivor of the Settlors in the event one of the Settlors predeceases the other, and delivered to the Trusteesa If the entire trust is revoked by the Settlors, the Trustees shall transfer to the Settlors all of the Trust Estate and shall execute and delivor to the Settlors all instruments which are necessary or appropriate to release all interests of the Truscees in the Trust. 3. death of shall be lrrevocability of Trust on Death of Settlors. From and after the the later of the Settlors to die, the trust created by this agreement irrevocable and shall not be altered or amended. 4. Distributions by Trustees During Settlors' Lifetime. A. During the life of Settlors, the Trustees shall hold, manage, invest, and reinvest said Trust Estate and shall distribute the net income and principal from time to time for the benefit of the Settlors, during both of their lifetimes, periodically to them for their support, maintenance, welfare and benefit. B. The Trustees may use so much of the principal as may in their op1nlon be advisable therefore, for the support, maintenance, welfare, comfort and support of the Settlors. The Trustees shall have complete discretion as to how much shall be used for such purposes and may pay the sum to any person or institution having the care of the Settlors, without liability on the part of the Trustees to see to the application thereof, or directly to or for the benefit of the Settlors. r--'"--.'',''' ~:.RTIFIED TO BE A TRUE AND CORR:.".l c;~ --mlllW ~olt2k amp J i uV I1lM J 5. Distribution By Trustees Upon Settlors' Death. A. Upon the death of either or both Settlors, the Trustees are authorized to pay any part or all of the expenses of Settlors' last illness and their funeral and burial expenses. B. Upon the death of either or both Settlors, the Trustees are authorized to pay from income or principal or both any estate, inheritance, sucessor or other death tax imposed on Settlors caused by the death of Settlors. C. Upon the death of the later to die of both Settlors, the balance of the Truat Estate shall be distributed, free and discharged of the Trust, to our children Jay L. Stoner, Gay L. Kirkpatrick, Kay L. King, and Quay L. Stoner, in equal shares, per stirpes. If any of our children should predecease us without leaving issue, then such deceased child's share shall be distributed to our surviving children. 6. Powers of Trustee. In order to carry out the purposes of the Trust Agreement, the Trustee, in addition to all other powers granted by law, shall have the following powers and discretion: A. To continue to hold any and all property received by the Trustee or subsequently added to the Trust Estate or acquired pursuant to proper authority, if and as long as the Trustee, in exercising reasonable prudence, discretion and intelligence, considers that the retention is in the best interest of the Trust. B. To invest and reinvest in every kind of property and investment which men of prudence, discretion, and intelligence acquire for their own accounts. c. To manage, control, repair and improve all Trust property. D. To sell, for cash or on such terms and conditions as deemed advisable or desirable by the Trustee, and to exchange any Trust property. E. To adjust or compromise any claims for or against the Trust, and to agree to any rescission or modification of any contract or Agreement. F. To mortgage the real property or otherwise use as collateral for a loan. G. The powers herein granted to the Trustee may be exercised in whole or in part from time to time and shall be deemed to be supplementary to and not exclusive of the general powers of trustees pursuant to the law, and shall include all powers necessary to carry the same into effect. -2- 'qTIFIED TO BE A TRUE AND CORRECT ,..~ ~;:ma{ ~jfllnJ c i If))); M- 7. Duties and Compensation of the Trustee. A. Trustee shall determine what is income and what is principal of each Trust created under this Trust Agreement, and what expenses, costs, taxes, and charges of any kind whatsoever, shall be charged against income and what shall be charged against principal in accordance with the applicable statutes of the Commonwealth of Pennsylvania as they now exist and may from time to time be enacted, amended, or repealed. B. No one dealing with the Trustee need inquire concerning the validity of anything he purports to do or need see to the application of any money paid or any property transferred to or on the order of the Trustee~ C. - No Trustee appointed under this Trust Agreement shall at any time be held liable for any action or default of himself or his agent or of any other person in connection with the administration of the Trust Estate, unless caused by his own gross negligence or by willful commission by him of an act in breach of trust. D. No Trustee hereunder shall receive any commission or other remuneration. E. No bond shall be required of the original Trustee hereunder or of any Successor Trustee; or if a bond is required by law, no surety shall be required on such bond. 8. Successor Trustee. In tI.: eve' .pdt ODP of tl,p r ~ -':"""'::ll Trustees shall die, become disabled or incapacitated or otherwise fail or cease to serve as Trustee, the other original Trustee shall serve alone as Trustee. In the event that both of :."e original Trustees shall have died, become disabled or incapacitated or otherwise fail or cease to serve as Trustee, then we name our son, Jay L. Stoner, of 124 East Locust Street, Mechanicsburg, Pennsylvania, as successor Trustee. Any successor Trustee shall succeed as Trustee with like effect as though originally named as such herein, and all authority and powers conferred upon the original Trustee shall pass to any successor Trustee. 9. Nonalienation of Beneficiary's Interest. All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance, or anticipation~ 10. Governing Law. This Trust Agreement shall be governed by the laws of the State of Pennsylvania. -3- \.::RTIFIED TO BE A TRUE NiD CORR C.)'?Y. IEeT "~iJM'Mf}II~-----aA/~471~ 11. Severability. If any part, clause, provision or condition of this Trust Agreement is held to be void, invalid, or inoperative, such voidness, invalidity, or inoperativeness shall not effect any other clause, provision or condition hereof; but the remainder of this Trust Agreement shall be effective as though such clause, provision or condition had not been containe~ herein. I;, IHTi,r:SS WHEREOF, this Trust ~. 3 7.J.t and the Trustee on this ,_ -- .1greement rirshaen signed day of . _ . :f".. or by the Settlor , 1990. WITNESS: C?, ~ ~ ~~ 't.,~ ~~ -~ ~, -#-";kC~ c: Lloyd'E. Stoner, ,...--"- " c,.i',;:~~v IISettlorff {)~tZ4.- ~~~ / Orrilla R. Stoner, "Settlor" ~--LZ;;-;'~;-2-' " c "-,.: ./0 I " ------ -~-1/ Stoner, "Trustee" Orrilla R. '::~T/F/ED TO BE A TRUE AND CORRECT GV~Y. : ~.:t ~jJlIm /J!tL0 '''by-A/.1. /Yl1 mJ -4- . , ATTACHMENT A I. All of the land with improvements known as 258 South Locust Point Road, Mechanicsburg, PA, more fully described below, together with all farm equipment currently located on the property. ALL THAT CERTAIN messuage or tract of land situate and being in Monroe Township, Cumberland County and State of Pennsylvania, bounded and described as follows, to wit: BEGINNING at a stone, thence by lands now of Wilbur Hall, Ellsworth Bitner Heirs, Guy Bowman and Merle Keller, North forty-three and one fourth (43-1/4) degrees East one hundred and ninety-five and three-tenths (195.3) perches to a stone; thence by land formerly of Amos Hertzler now of Joel Hertzler South eighteen and one-half (18-1/2) degrees East seven and three-tenths (7.3) perches to a black oak; thence by land formerly of Levi W. Lantz, now of Randall B. Shettel and Helen M. Shettel, his wife, South three and one-fourth (3-1/4) degrees East for'" and seventy-five one-hundredths (40.75) perches to a stone; thence South three and one-half (3-1/2) degrees East one hundred and twenty-nine and six-tenths (129.6) perches to a stone; thence North by land formerly of William Enck now of S. E. Bucher, seventy-six and one-fourth (76-1/4) degrees West one hundred and fifty-one and one-tenth (151.1) perches to the place of BEGINNING. CONTAINING Eighty (80) Acres and One Hundred and Eight (108) Perches. It being the same tract of Land which Emory C. Golden and Clarence D. Golden, Executors of the Estate of Reuben J. Golden, by deed dated April 1st, 1947 and recorded in the Recorder's Office in and for the County of Cumberland, in Deed Book "K", Volume 13, Page 513, conveyed to Lloyd and Orrilla Stoner, husband and wife. r ~.. A TRUE AND CORRECT ( C:-RTIFIED 10 p~ . ( .?\{. ,.r -5- . . . '. LLOYD E~.ANDORILLA R STONER REVOCABLE LIVING TRUST . . ;~. Amendment Dated June 2, 2000 Tills AGREEMENT is made this 2"d day of June, 2000 by and between Lloyd E. Stoner and OniIla R. Stoner (Settlors) and Lloyd E. Stoner and Onilla R. Stoner (Trustees). 1. Trustees are amended to read: Pursuant to the LLOYD E. AND ORRILLA R. STONER REVOCABLE LIVING TRUST dated October 3, 1990 the Settlors and Trustees amend the trust agreement as follows: At a special meeting held this date, June 2, 2000, the Trustees and Settlors unanimously agreed to appoint Jay L. Stoner, Gay L. Kirkpatrick, Kay L. King, and Quay L. Stoner as additional Trustees of the LLOYD E. AND ORRILLAR. STONER REVOCABLE LIVING TRUST. 2. All other provisions ofthe Trust dated October 3,1990 shall remain in full force and effect. A copy of that Trust is attached hereto and incorporated by reference. . IN WITNESS WHEREOF, intending to be legally bound, the parties have executed this Agreement the day and year first above written. Witness ....{(J~..,I', ~ ~U/ Lloyd E. Stoner, Settlor D~Jf~ Orrilla R Stoner, Settlor (Seal) Witness (Seal) "~Jf. ~ Lloy E. Stoner, Trustee O~,e~ (Seal) .Orrllla R. Stoner, Trustee (Seal) V1Way~qi!lt LOOK FOR US. WE'LL GET YOU THERE. 09/14/2001 JAY STONER 124 EAST LOCUST ST MECHANICSBURG PA 17055 The information which you requested on the account(s) of LLOYD STONER DECEASED (Social Security Number 204-30-7132) is/are as follows: ~erelY,/~ KA~YO~G I SENIOR SERVICES REP. . LLOYD E. STONER ESTATE Assets Documentation Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership JTO JTO JTO Name of Joint ORRlLLA ORRlLLA ORRlLLA Owner, if any STONERDECD STONERDECD STONER DiO(i) Date Ownership 09/1 0/80 02/17/96 10/12/83 Was Established 10121962 SAVINGS 09/1 0/80 444.26 .53 444.79 20026649 CHECKING 02/17/96 11486.37 34.89 11521.26 90252065 CHECKING 1 0/12/83 470.81 .05 470,86 Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested PLEASE COMPLETE W-9 . Toll Free . 90858311 CHECKING 01/21/97 9545.92 2.35 9548.27 JTO ORRlLLA STONER 1ll?W &A'I "'1R.I~P(H)1A(../L 01/21/97 ntbank.com . COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 01-0664 01144734 09-28-2001 lEV-1545 EXAFI' (D9.0D) EST. OF LLOYD STONER 5.S. NO. 204-30-7132 DATE OF DEATH 04-23-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS IX] CHECKING o TRUST o CERTIF. GAY KIRKPATRICK 258 S LOCUST PT RD MECHANICSBURG PA 17055 REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 WAYPOINT BANK has provided the Department with the inforMation listed below which has been used in calculating the potential tax dUB. Their records indicate that at the death of the above decedent, YOU were a joint owner/beneficiary of this account. If you feel this inforllation is incorrect, please obtain written correction from the financial institution. attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the CON~onweBlth nf Pennsylvania. Questions ~y be Bnsw~red by ceIling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 90858311 Date 01-21-1997 Established To insure proper credit to your account, two (2) copies of this notice .ust acco.pany your payment to the Register of Wills. Hake check payable to: ftRegister of Wills, Agent-. Account Balance 9 J 548.27 Percent Taxable X 50.000 Allount Subject to Tax 4 J 774 . 14 Tax Rate X .15 Potential Tax Due 716.12 PART TAXPAYER RESPONSE [!]'iiiii!~~!~~.l!lim!lll"!jlil!~~~iii'i~.~liiiii~~ii'i~~[i!.!~~~~~iii:i~.i,I~~U~i!ii~~~~!ii:~iii!m~~!i!i~~!~~iiliiil NOTE: If tax pay.ents are made within three (3) .onths of the decedent's date of death, you .ay deduct a SZ discount of the tax due. Any inheritance tax due will become delinquent nine (9) .onths after the date of death. [CHECK ] ONE BLOCK ONLY A. 0 The above information and tax due is correct. 1. You .ay choose to rellit paYllent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or YOU may check box nAft and return this notice to the Register of Wills Bnd an official assessment will be issued by the PA Department of Revenue. B. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. 0 The above information is incorrect and/or debts and deductions were paid by you. You .ust co_plet9 PART 0 and/or PART @] below. PART @] DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate} please state your relationship to decedent: PART @J TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Allount Taxable 7. Tax Rate 8. Tax Due OF 1 2 3 4 S 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on line 5 of Tax Computation) I $ Under penalties of perjury, I declare that the facts I have reported above are true~ correct and complete to the best of my knowledge and belief. HOME WORK ( ( ) ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES nEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 01131724 07-06-2001 RE~-l'~S EX AFP fD9.00l EST. OF ORRILLA STONER S.S. NO. 178-38-4172 DATE OF DEATH 04-13-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT [X] SAVINGS o CHECKING o TRUST o CERTIF. KAY KING 258 S LOCUST POINT RD MECHANICSBURG PA 17055 REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 WAYPDINT BANK has provided the Department with the inforllation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this inforllation is incorrect, please obtain written correction frOM the financial institution~ attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of tho COllllonwealth of Pennsylvania. Questions May be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 10118290 Date 02-29-1980 Established To insure proper credit to your account~ two (2) copies of this notice must accompany your pay.ent to the Register of Wills. Hake check payable to: nRegister of Wills, Agentn. Account Balance 1 ~ 169 . 84 Perceni Taxable X 50 . 000 Alllouni Subject to Tax 584.92 Tax Rate X .15 Potential Tax Due 87.74 PART TAXPAYER RESPONSE []1!!!!i!~~!~~.~!!!i.J!__!!!!I~~~il!!IIll#~!!!!!~~li!I~!iiiE~~g!i!i!~II!I!TI~~_i!II..i!!!~]!!~~m!i!I!I_!li!1 NOTE: If tax paYllents are .ade within three (3) months of the decedent.s date of death, you may deduct a 57. discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. [CHECK ] ONE BLOCK ONLY A. 0 The above information and tax due is correct. 1. You may choose to remit paYHnt to the Register of Wills with two copies of this notice to obtain a discount or avoid interest~ or you may check box nAn and return this notice to the Register of Wills and an official assess~ent will be issued by the PA Department of Revenue. B. D The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. c. 0 The above infor.ation is incorrect and/or debts and dgductions were paid by you. You lIIust complete PART ill and/or PART @] below. PART @] DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate~ please state your relationship to decedent: PART @] TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deduciions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on line 5 of Tax Computation) I $ Under penaliies of perjury~ I declare that the facts I have reported above are true~ correct and complete to the best of my knowledge and belief. HOME WORK ( ( ) ) Cu'mberland County Assessment Office Old Courthouse, First Floor One Courthouse Square Carlisle, PA 17013 (717) 240-6350 (717) 240-6354 (fax) Board of Assessment Appeals Loyd W. Bucher R. Fred Hefelfinger. Sarah Hughes RANDY L. WAGGONER Chief Assessor STEVEN D. TILEY Assistant Solicitor STONER, LLOYD E & ORRILLA R TR 258 LOCUST POINT ROAD SOUTH MECHANICSBURG PA 17055-9738 CHANGE OF ASSESSMENT NOTICE - THIS IS NOT A TAX BILL MAILING DATE: March 6, 2001 District: 22 - MONROE TOWNSHIP School..: CUMBERLAND VALLEY SD Parcel Identifier. 22-10-0642-039. New Assessed Value indicated below will take effect for 2001 County/Twp/Boro 2001-2002 School Location: 258 LOCUST POINT ROAD S LOT 1 PB 52 PG 75 Old New Total Assessed Value Assessed Value Change of Assessment Land 356,510 356,510 0 Buildings 90,420 90,420 0 TOTAL 446,930 446,930 0 Clean and Green Values Land 37,890 37,890 0 Buildings 90,420 90,420 0 TOTAL 128,310 128,310 0 Clean and Green values become effective only upon application and approval. All applications must be received by the Assessment Office by 4:00 p.m. on June 1 of each year to take effect the following year. Those previously approved for Clean and Green do not need to re.apply. TAXABLE UNIT/LOT ID..: L-0001 Land Size.. ..: 80.10 acres Property Type: A Agricultural W/Bui1dinga Currently Enrolled in Clean & Green REASON FOR CHANGE, ENROLLED/REMOVED FROM CLEAN & GREEN Interim Assessed Value: -318,620 2001 Cnty/Twp/Boro.... ..12 months RIGHT TO FORMAL APPEAL: If you feel that the appraised value of your property is more or less than Fair Market Value, you may file a formal appeal with the Board of Assessment Appeals, The appeal must be filed in writing within 40 days from the mailing date of this notice, The notice of appeal must specifically designate the parcel number(s) in question and your address so that the notice of the time and location of the appeal hearing may be sent to you, Appeal forms and appeal rules and regulations may be found at the web site listed below or at the Cumberland County Assessment Office, Old Courthouse, First Floor, One Courthouse Square, Carlisle, PA 17013. Internet Access/Review: If you would like to review this property's assessment records, you may do so at no cost by accessing ccna.net. QUESTiONS? Property owners may call an assessor at (717) 240-6350, or (717) 532-7286, or (717) 697-0371. Calls will be taken from 8:00 a.m. to 4:00 p,m. RECEIPT FOR PAYMENT ------------------- ------------------- Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Rece~pt Date Rece:;.pt Time Recelpt No. 7/12/2001 11:58:06 1026214 STONER LLOYD E File Number 2001-00664 Remarks STONER JAY L SK Transaction Description PETITION FOR PROBA SHORT CERTIFICATE EXTRA PAGES JCP FEE Distribution Of Receipt ------------------------ Payment Amount Payee Name 200.00 CUMBERLAND COUNTY GENERAL FUN 36.00 CUMBERLAND COUNTY GENERAL FUN 9.00 CUMBERLAND COUNTY GENERAL FUN 5.00 BUREAU OF RECEIPTS & CNTR M.D Check# 337 Total Received... ...... $250.00 $250.00 . LLOYD E. STONER ESTATE Expense Documentation . P B F ASSOCIATES, INC. P.O. Box 7 Dover, PA 17315 Invoice DATE INVOICE # 7/15/2002 11387 BILL TO Mr. Jay L. Stoner, Executor TIIE ESTATE OF LLOYD E. STONER 124 East Locust Street Mechanicsburg, PA 17055 DESCRIPTION TAX YEAR AMOUNT luheritance Tax Preparation (REV 1500) 800.00 Trust Bookkeeping 400.00 PAYMENT IN FULL DUE WITHIN 30 DAYS. THANK YOU. Total $1,200.00 / ~ > ,;2 Y.3' - /.:2, ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLoMANCE OR DISALLoMANCE OF DEDUCTIoN~. AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1548 EX AFP 101-02) GAY KIRKPATRttk 258 S LOCUST PT RD MECHANICSBURG PA 17055 23 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN 08-26-2002 STONER 04-23-2001 21 01-0664 CUMBERLAND 204-30-7132 01144734 Allount Rellitted Ll OYD E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:is~i-EX--AFP--(Oi-:02i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-26-2002 ESTATE OF STONER llOYD E DATE OF DEATH 04-23-2001 COUNTY CUMBERLAND FILE NO. 21 01-0664 TAX RETURN WAS: S.S/D.C. NO. 204-30-7132 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01144734 FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO. 90858311 TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 01-21-1997 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 9.548.27 0.500 4.774.14 .00 4.774.14 .15 716.12 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 09-03-2002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 716.12 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 26.19 TOTAL DUE 742.31 · IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ. YOU MAY BE DUE A REFUND. -- -------- ---- -- -..-- --...... I""ftb Y"'~"I"'D'I"''TTn...~ 11 "/0-c::J.y".;! - /~/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 GAY KIRKPATRICK 258 S LOCUST PT RD MECHANICSBURG PA 17055-~OOO INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATE ESTATE OF DATE OF DEATH FILE NUMBER .COU,NTY SSM/DC ACN REY-I604 EX AFP liZ-DOl 'c' 09-04-2002 STONER 04-23-2001 21 01-0664 CUMBERLAND 204-30-7132 01144734 AIIount Rell! tted LLOYD E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1604 EX AFP (12-00) __ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __ DATE 09-04-2002 ESTATE OF STONER LL OVD E DATE OF DEATH 04-23-2001 COUNTY CUMBERLAND FILE NO. 21 01-0664 ADJUSTMENT BASED ON: S.S/D.C. NO. 204-30-7132 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 01144734 FINANCIAL INSTITUTION: WAVPOINT BANK ACCOUNT NO. 90858311 TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE DATE ESTABLISHED 01-21-1997 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 0.500 .00 .00 .00 .15 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ADDRESS SHOWN ABOVE. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE 00 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTYONS_l REV-1470 EX (6-88) * INHERITANCE TAX EXPLANA liON OF CHANGES COMMONWEALTr .)F PENII'SYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME LLOYD E STONER FILE NUMBER REVIEWED BY ROBERT D WILKERSON ACN 2101-0664 01144734 ITEM SCHEDULE NO. EXPLANATION OF CHANGES PER ESTATE EXAMINATION THE ABOVE MENTIONED JOINT BANK ACCOUNT HAS BEEN ADJUSTED TO ZERO DUE TO BEING REPORTED PREVIOUSLY ON THE PROBATE RETURN ROW Paae 1 /b-c:;,.y..E-/~ \.. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRIS8URG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JAY L STONER 124 E LOCUST ST MECHANICSBURG 'if; DATE ESTATE OF DATE OF DEATH FILE NUMBER : I QOUNTY ACN 09-10-2002 STONER 04-23-2001 21 01-0664 CUMBERLAND 101 '* REV-15~7 EX AFP 101-021 LLOYD E PA 170S,5 ','t; Allount Relli Hed MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =is'4-j-Ex-AFP-COY=ozY-ticificE--OF-YNHERiTANCE-'fix-APPRAisEifEtiT~--ALLoWANCE-(rR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STONER LLOYD E FILE NO. 21 01-0664 ACN 101 DATE 09-10-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: If an assessment was issued previously, lines 14, lS and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 476,431.94 X 045 = 21,439.44 .00 X 12 = .00 .00 X 15 = .00 (19)= 21,439.44 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 29.505.18 684.10 450.000.00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule X) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 2,573.85 1.183.49 (111 (12) (13) (14) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 480,189.28 3.757.34 476,431.94 .00 476,431.94 ,,~-~.. (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-12-2001 CDOOO044 210.53 4,000.00 01-23-2002 CDOO0780 .00 8,700.00 07-23-2002 CDOO1439 253.17- 8,951.57 TOTAL TAX CREDIT 21,608.93 BALANCE OF TAX DUE 169.49CR INTEREST AND PEN. .00 TOTAL DUE 169.49CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A RIOFUND_ ~FF DFUS:D<ts: <tTno:: no:: -rUT" ~ftftU --- _u___u______ \, 1b-0:2~3-;<3 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT * REY-U07 EX AFP '01-021 JAY L STONER 124 E LOCUST ST MECHANICSBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-30-2002 STONER 04-23-2001 21 01-0664 CUMBERLAND 101 llOYD E Allount Rellitted PA 17055 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =i6'ifi-ex--AFP--((fi.:o2Y------..ii-iNiiiiiTANcE-TAx-sT'ATEMENT-oF'-AccolitiT--...---------------- -- --- ESTATE OF STONER llOYD E FILE NO.21 01-0664 ACN 101 DATE 09-30-2002 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: 09-03-2002 PR I NCI PAL TAX DU E : ........................................................................................................................................................................................................................... 21,439.44 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-12-2001 CDOOO044 210.53 4,000.00 01-23-2002 CDOO0780 .00 8,700.00 07-23-2002 CDOO1439 253.17- 8,951.57 09-13-2002 REFUND .00 169.49- TOTAL TAX CREDIT 21,439.44 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 II! SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J Cumberland County - Register Of wills Hanover and High Street Carlisle, PA 17013 phone: (717) 240-6345 Date: 3/10/2003 STONER JAY L 124 EAST LOCUST STREET MECHANICSBURG, PA 17055 RE: Estate of STONER LLOYD E File Number: 2001-00664 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 4/23/2003 Your prompt attention to this matter will be appreciated. Thank You. DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: ~ile Counsel Judge '- L..lllu...JC...L.. ~ CA..J..L'-4. '-"'-" u,.... '-1 ..'-"-'::;1.....10-'''---'- -.... ..................."-' Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/10/2003 STONER JAY L 124 EAST LOCUST STREET MECHANICSBURG, PA 17055 RE: Estate of STONER LLOYD E File Number: 2001-00664 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, wi thin two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 4/23/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, /J~J;tfJz-~ (,d~14. /ltk-. ~. DONNA M. OTTO ~ DEPUTY REGISTER OF WILLS cc: File Counsel Judge ST A TUS REPORT UNDER RULE 6.12 I c O~ Name of Decedent: LLOYD E. STONER Date of Death: 04-23-01 Will No. 20-01-00664 Admin. No. 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: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be completed: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a tinal account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative is: c. Did the personal representative state an account informally to the parties in interest? Yes X No 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:. / / - :z -< - Z d'P'~ ~~ Signatu . . JAY L. STONER Name (Please type or print) 124 East Locust Street Mechanicsbur!!:. P A 17055 Address (717) 697-5473 Tel. No. Capacity: X Personal Representative Counsel for personal representative ! RELEASE KNOW ALL MEN BY THESE PRESENTS, that I, Jay L. Stoner, hereby acknowledge that I have received of and from Jay L. Stoner, Executor of the Estate of Lloyd E. Stoner, late of Monroe Township, Cumberland County, Pennsylvania, a distribution by deed of a one-fourth undivided interest in real property in Monroe Township, Cumberland County, Pennsylvania and one-fourth of other distributable estate assets in full satisfaction and payment of all sums due and owing me, pursuant to the Last Will and Testament of Lloyd E. Stoner, deceased. AND THEREFORE, the said Jay L. Stoner does by these presents remise, release, quit claim, and forever discharge the said Jay L. Stoner, his executors and administrators, of and from the aforesaid sum and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the date of these presents. AND I hereby consent and agree that the Orphan's Court of Cumberland County may discharge the said Jay L. Stoner upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal the /~ tt day of .J; ~v , 2002. WITNESS: ~&~ ~C/~ ~ Jay .St er COMMONWEALTH OF PENNSYL VANIA ) ) SS. COUNTY OF YORK ) ON THIS, the ~ day of , 2002, before me appeared Jay L. Stoner, known to be (or satisfactoril prove , to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. ~).I~~~) N ary Public .': .,.... My commission expires: Notarial Seal Doris Marie Dahlhammer, Notary Public Conewago Twp.. York County My CommissIOn expires June 26, 2005 Member, PennsytvaniaAssoCiatiOn Of Notaries z. RELEASE KNOW ALL MEN BY THESE PRESENTS, that I, Kay L. King, hereby acknowledge that I have received of and from Jay L. Stoner, Executor of the Estate of Lloyd E. Stoner, late of Monroe Township, Cumberland County, Pennsylvania, a distribution by deed of a one-fourth undivided interest in real property in Monroe Township, Cumberland County, Pennsylvania and one-fourth of other distributable estate assets in full satisfaction and payment of all sums due and owing me, pursuant to the Last Will and Testament of Lloyd E. Stoner, deceased. AND THEREFORE, the said Kay L. King does by these presents remise, release, quit claim, and forever discharge the said Jay L. Stoner, his executors and administrators, of and from the aforesaid sum and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the date of these presents. AND I hereby consent and agree that the Orphan's Court of Cumberland County may discharge the said Jay L. Stoner upon application, without further notice to me. f)~( \_-(2 I~ESS WHEREOF, I have hereunto set my hand and seal the c::2~. day of VV ~. ,2002. WITNESS: ?f~f &>L ( COMMONWEALTH OF PENNSYL VANIA Ka'*'f:ng 1La ) ) SSe COUNTY OF YORK ) ON THIS, th~J-. day of "f2 ~ , 2002, before me appeared Kay L. King, known to be (or satisfactorily proven), to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. Jl~.m Y~dJ r My commission expires: S.u h NOTARIAL SEAL 1 a M. Hancock N Oll/Sburg 60ro ~ otary Public j My Comm;$Sion Ex .: ork County Pires June 24, 2006 I (jL-VwL.L- ~ '-i d-tCJO ~ ~ :;; RELEASE KNOW ALL MEN BY THESE PRESENTS, that I, Gay L. Kirkpatrick, hereby acknowledge that I have received of and from Jay L. Stoner, Executor of the Estate of Lloyd E. Stoner, late of Monroe Township, Cumberland County, Pennsylvania, a distribution by deed of a one-fourth undivided interest in real property in Monroe Township, Cumberland County, Pennsylvania and one-fourth of other distributable estate assets in full satisfaction and payment of all sums due and owing me, pursuant to the Last Will and Testament of Lloyd E. Stoner, deceased. AND THEREFORE, the said Gay L. Kirkpatrick does by these presents remise, release, quit claim, and forever discharge the said Jay L. Stoner, his executors and administrators, of and from the aforesaid sum and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the date of these presents. AND I hereby consent and agree that the Orphan's Court of Cumberland County may discharge the said Jay L. Stoner upon application, without further notice to me. 17-~ ~HE~~~~ I have hereunto set my hand and seal the ~~. day of WITNESS: ~&~ L4t ~PUA Giy L. irkpatri COMMONWEAL TH OF PENNSYLVANIA ) ) SS. COUNTY OF YORK ) ON THIS, th~~.J~,/day of ~ ,2002, before me appeared Gay L. Kirkpatrick, known to be (or satisfactorily proven), to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. NOTARIAL SEAL Sarah M. Hancock, Notary Public DlIIs~ur~ Boro.. York County My Commission Expires June 24. 2006 I - i ~ Vl11/.e~Jy o ry Public My commission expires: 9~~cf (,/ ;;;LLJO~ '1 RELEASE KNOW ALL MEN BY THESE PRESENTS, that I, Quay L. Stoner, hereby acknowledge that I have received of and from Jay L. Stoner, Executor of the Estate of Lloyd E. Stoner, late of Monroe Township, Cumberland County, Pennsylvania, a distribution by deed of a one-fourth undivided interest in real property in Monroe Township, Cumberland County, Pennsylvania and one-fourth of other distributable estate assets in full satisfaction and payment of all sums due and owing me, pursuant to the Last Will and Testament of Lloyd E. Stoner, deceased. AND THEREFORE, the said Quay L. Stoner does by these presents remise, release, quit claim, and forever discharge the said Jay L. Stoner, his executors and administrators, of and from the aforesaid sum and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the date of these presents. AND I hereby consent and agree that the Orphan's Court of Cumberland County may discharge the said Jay L. Stoner upon application, without further notice to me. . t)rJP ~ IN WITNESS WHEREOF, I have hereunto set my hand and seal the 0/... day of \. ~~ ,2002. ~.NESS: . -r8E~L &LSL Quay L. Stoner STATEOF J)F COUNTY OF'")!.utl ~'UL . , ) ) ) SS. ON THIS, the.::.1 ~') day of 1i?v,.IJ~ , 2002, before me appeared Quay L. Stoner, known to be (or satisfactorily proven), to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. ~J OJ}" /] r-~xL---~ ~ Notary Public ' My commission expires: ~/~SI ~~- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SNELBAKER RICHARD C ESQUIRE 44 W MAIN STREET MECHANICSBURG, PA 17055 ______n fold ESTATE INFORMATION: SSN: 201-07-9773 FILE NUMBER: 2102-0664 DECEDENT NAME: DRIVER ALICE M DATE OF PAYMENT: 03/27/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/28/2002 NO. CD 002346 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $822.29 I I I I I I I I TOTAL AMOUNT PAID: $822.29 REMARKS: ROY W DRIVER JR C/O RICHARD C SNELBAKER ESQ CHECK# 0106 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS