HomeMy WebLinkAbout08-16-06 (2)
REV-15OQ EX +1(6-00) .
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OfFiCIAl USE ONt Y
FILE NUMBER
21 -0 6 02 4 2
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Stoner Frank E. Sr.
DATE OF DEATH (MM-DD-Year)
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD-Year)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
03/14/2006 01/22/1909
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
III
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00 1. Original Return
o 4. Limited Estate
[R] 6. DecedentDied Testate IAllach copy of WIll)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of dealh _12-12-82)
o 7. Decedent Maintained a Living Trust (AllachcopyofTrust)
o 10. Spousal Poverty Credij Idaleofdealh_. 12-31-91 and 1-1-95)
o 3. Remainder Retum (dalllofdealhprin-tJ12-13-82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposij Boxes
o 11. Election to tax under See. 9113(A) (AllachSch0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
John M. Eakin Market Square Building
FIRM NAME (11 Applicable)
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Mechanicsburg, PA 17055
TELEPHONE NUMBER
717 766-3172
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation. Partnership or Sole-Proprietorship (3)
4. Mortgages & Noles Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1.7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
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870,000.00
OFFICIAL USE ONi. Y
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25,837.63
(8)
81,989.11
2,005.76
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(11)
(12)
(13)
83,994.87
811,842.76
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable al the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
(14)
811,842.76
771 ,250.62 X .045 (15)
X _(16)
X .12 (17)
40,592.14 X .15 (18)
(19)
34,706.28
6,088.82
40,795.10
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MI}Tr'l <
Decedent's Com lete Address:
, STREET ADDRESS
277 Stoner Road
CITY
Mechanicsburg
STATE
PA
ZIP
17055
Tax Payments and Credits:
1, Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
40,795.10
Total Credits (A + 8 +C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
T otallnterest/Penalty ( D + E ) (3)
4. If 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 refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... 0 lKl
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 lKl
c. retain a reversionary interest; or ...................................................................................................... 0 lKl
d. receive Ihe promise for life of either payments, benefits or care? ............................................................. 0 lKl
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0 IZl
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 IZl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 lKl
0.00
40,795.10
40,795.10
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 penallies of pe~ury, I declare "'at I have examined this ",turn, including accompooying schedules and slalllments, and to the best of my knowledge and belief, n is Irue, COIIllCt and COIT'llIeIe.
Decl...attoo of """,are, o"'er thoo the persooal ",presenlalive is based 00 all Information of which preperer has 00 '
SIGNATURE OF P SON RESPONSIBLE FOR FILING RETURN ,I DATE
'7"' .cL, L 5~"" 8/15/2006
ADDRESS 506 East Marble Street
Mechanicsbur PA 17055
SIGNATURE OF P OT TH REPRESENTATIVE DATE
8/15/2006
ADDRESS
Mar t Square Building
MechanicsburQ PA 17055
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value 0
[72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the u
The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disci<
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger i
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)).
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,pouse is 3%
1116 (a) (1.1) (ii)).
I applicable even If
an adoptive parent,
The tax rate imposed on the net value of transfers to or for the use ofthe decedent's lineal beneficiaries is 4.570,,,~ "" I"""" no '" .u.,,~, '''\ ..., ,..l P.S. ~9116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings Is 12% [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.
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COMMONWEALTH OF PENNSYL VANIA
INHERITANCE TAX RETURN
N
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
STONER SR FRANK E. 21 06 0242
All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a willing buyer and a willing seller. neijher being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of
survivors hiD must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Real Estate at 277 Stoner Road, Mechanicsburg, Monroe Township, see attached
agreement of sale, sale price reported
VALUE AT DATE
OF DEATH
870,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
870 000.00
---
A. Settlement Statement
U.S. Department of Houelng
and Urban Development
~
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OMS No. 2502.026' (Page 1)
B. Type or Loon
I. 0 FHA 2. 0 FmHA 3.- 0 Conv. Unins. 16_, File Number 17. Loan Nu~ber 18. Mortsaee Insurance Case Number
4. 0 VA ,. 0 Conv.tD'. .1 . ..
'I1IIt ..................... "'...,.... ___.,.raclUl NUl_a, OItI. "-_ae. pald...JIlI ~ thlt HftllfllHnl _.'alan Ih__ IltDllmarllnl "(JuL)'" ftn,.w..Iddt.. ....,...,. an .........r
........... ......- ... an "".,.,ed .. 11M .......
D. Name and Address of Borrower -E. Name, Address, and Taxpayer identification # of Sellcr
Madeira Operations. LLC Creedin L. Stoner
1124 KeDDebec Drive Dorothy L. SlriDe
Olambersburg, PA 17201 Co-executors of the Estate of Frank E.
StoDer, Sr. 02 --&r77JrYJ
C.Nole.
. Namcud Addr= of Lender
The Pint NalioDal Bank of Mercenburg
12 S. MaiD Street
Mercenburg, PA 17236
O. I'ropaty Location
Williams Grove Road
Tax Parcel # 22-11-0278-0 II
Tax Parcel # 22-10-0644-034
100.
101.
102.
103.
104.
10'.
106.
107.
108.
109.
ilo.
III.
112.
Gross Amount Due From Borrower
Contract sales price
PerilODaI Property
SelllemeDI charges to borrower (lioe 1400}---
Adjustments for Items ~'!!~ by seller In advance
City/town taxes to
Counly taxes 08/1"06 II) 12/31/06
Assessments to
School Tax 08/1"06 to 06130/07
Garbage Pee
H. Settlement Agent Name, Address and Ta;ll:payer Identification Number
Thomas J. Ahrens
"21 Carli,le Pike
Mechanic,burg, PA 17050 20-2183894
Place of Settlement I. Settlemeut nate
AhreD' Law Finn. PC 8/1"2006
K. Summary of Seller's Transaction
400. Gross Amount Due To Seller
870,000.00 401. Conlract ,ales price 870,000.00
402, Personal PTOperty
18,517.25 403. -.-
~--
405.
Adjustments ror Items paid by seller In ad....co
406. citY/town taxes to
-- 223.06 407. Counly taxes 08/1"06 to 12/31106 223.06
408. Asse-ssments to
1,873.40 409. School Tax 08/15/06 to 06130107 1,873.40
410. Garbage Pee
411.
412.
J. Summary of Borrower's Transactions
120. Gross Amount Due From Borrower
890,613.71 420. Gross Amount Due To Seller
SOO. Reductions in Amount Due To Seller
872.096.46
200. Amounts PaId By Or In Behalf or Borrower
201. Deposits or earnest money 100,000.00 501. Excess deposit (see instructions)
202. Principal amount of Dew loan(,} 700.000,00 502. S~lllemenl charge, to seller (line 1400) 10,855.55
203. Exi,tiDg loan(,) taken ,ubject to '03. Existing loan(s) taken subject to
204. 504. Payoff of first mortgage loan
20'. '0'. Pay~ff of second mortgage loan
206. 506.
207. '07.
--
208. '08.
209. 509.
AdJuslmeuts ror Items unpaid by seller Adjustments ror items unpaid by seller
210. Clly/town taxe, to 510. City/town taxes \0
211. County taxes 10 "I. County taxes to
212. Assessments 10 '12. Assessments \0
213. School Tax to '13. School Tax to
214. VeriZOD lease. 8/15106 to 10/31/06 210.96 514. VCriZOD Lea,e - 8115/06 to 10/31106 210.96
2U. 515.
216. 516,
217. 517.
218. 518.
219. 519.
-
220. Tolal PaId BylFor Borrower 800,210.96 520. Total Reduction Amount Due Seller 11.066.51
300. Cub At Settlement FromITo Borrower 600. Cash At Setllement ToIFrom Seller
301. Gros, Amount due from borrower (IiDe 120) 890,613.71 601. Gross Amount due to seller (line 420) 872,096.46
302. Leas amounu paid by/for boITower (IiDe 220) ( 800.210.96 602, Less reductions in amI. due seller (line 520) ( 11,066.51 )
303. Cash IKI From D To Borrower $ 90,402.7' 6ll3. Cash IKI To o From Seller $ 861,029.9'
J have carefully ~ !he HtJD..l SeWement Staletnl!:Dt and to Ihr: bel' of my knowledge and bebef. IllI . b'\Ie .nd JlCCWlIIe ltatement of... rudptl UId 411buncmut1 made CIa my
-~~ :7 ,........ fy d"" lha"'~"" .""",~.... '''I'' or",... 1 "'" 2 oflhJ. 7~S:':";S~'=:Ol
Borrower Alfred L. Madeira Seller Cre D L S ner
Borrower
Seller
Sell '. Taxpayn IdentJncatlon Number SoIIdladon md CerlIIImtJon
y=~~~.x:-~';:r.::~C~~Ienwlal~~-.lC::C~!!~t:~~~~~I~j'_ifk~
e:lUbjeetlqclVIICH"CrimlnaJpenaI''''-lm~lnr........~~~of''~'~-;::r..'::nt..J
'ho'"1lOlllhllll.l~mcnlllm)'c:om:dllX....yerWentlliefltioq~ u
SIlTI'LI!MENT AGENT CERTIFlCA nON
~tRf;~~~~.:e:="-"_qlO'lhIaInDlKdOn.lb.vc
Settlement Agent Dale
WARHlNO:It iI.=tD~J~~lCItaaeaUlOtbe!JlliHltlSlatelllQlb.orllllyotbEt-.iatllll'form.
~;rrCOll QII . ~Pordetai"_;T11IllI'U.S.COdellllClionlOOIIllld
MUD. I 3191
ScUtt's Sirnature
Date
RBSPA, HB 43M.2
;J.~I ?J7;),,1)O
L. SetUement Cbaraes Page 2
.l: 700. Total Sales1Broker'. Conunlsslon based on $ @ %- PaldProm 1'01. "rom
Borrower's Seller's
Division of I Ammission (line 700) as follows: Funds at Punds at
/' 701. $ to Settlement Settlement
/ 702. $ to
703. Commission paid at Settlement
! 704.
800. Items Payable In Connection With Loan
801. Loan Origination Fee .5 % The First National Bank of Mercersburg 3,500.00
802. Loan Discount %
803. Apprai.a1 Fee to
804. Credit Report to
805. Lender'. Inspection Fee to
/ 806. Mortgage Insurance Application Fee 10
807. Assumption Pee - ~
808. Flood Certification Fee to: t5.00
~- ~
809.
810.
S!1.
900. llems Required By Lender To Be Paid In Advance
901. Interesl from to @$ /day
902. Mortgage In.urance Premiwn for months to
903. Hazard Insurance Premium for years to
904.
905.
1000. Reserves DeposIled With Lender
1001. Hazard Insurance s@ $ per
a@ $ --
1002. Mongage Insurance per
1003. City property taxe. .@ $ per
1004. County property taxes s@ $ per
1005. Annual assessments s@ $ per
1006. School Taxe. s@ $ per
1007. .@ $ per -
1008. A..re.ate lle.erve Adiustment
1100. TItle Cha.....
1101. Settlement or closing fee to Ahrens Law Firm, PC 500.00
1102. Abstract or title search to
1103. Title examination to
1104. TItle insurance binder to
1105. Document preparation to
1106. Notary'. fees to
1107. Attorney's f... to
(includes above items numbers: )
1108. TItle insurance to Ahrens Law Finn, PC 4,366.25
(includes above items numbers: 1102, 1103, 1104, 1106 )
1109. Lender'. coverage $ 700.000.00
1110. Owner's coverage $ 870,000.00
1111.
I1I2.
1113.
1200. Go............t Recordln. and Tnmsrer Cha.....
1201. R1x:ordi08fees: Deed $ 38.50; Mortgage $ 62.50; Releases $ 101.00
1202. City/county taxlslamps: Deed $ 8,700.00 ; Mortgage $ 8,700.00 0.00
1203. Slate taxlstamps: Deed $ 8,700.00 ; Mortgage $ 0.00 8,700.00
1204.
1205.
1300. Additional Settlement Chal'2"
1301. Cosiol Protection. Letter 35.00 .'
1302. 200!.'2007 Scbool tax ror parcel # 22-11.0278-011 694.17
1303. 200612007 Scboollu rorparcel # 22-10-0644-034 1.449.38
1304. Tax Certifleatioa. fee to Mary A. Murray. lax coU~r 12.00
130$. MIddJa n..-.."oa.s ILC 1.300.00
1306.
1307.
1308.
1309.
1400. Total Settlemeat aw-..e. (enler on Un.. 103 Section J and 502. Socll.n K) 18,517.25 10,855.55
Initial FMro", Account Statement Required by Srdlan 10 (c) (1) 01 the Real Estate Settlement Procedures Ad (RESPA)
If checked. 0 the tenns of your loao require you to have ao escrow account to assure that the certain obligations relating to the mortgaged property, such as taxes, insurance
premiums and other charges are paid. The amount specified below will be collected, along wlrh your mortgage principal and iolc:rest payments, durin. tbe ftn.12 months after
your account is opened to pay these IDticipatcd expenses: .E'M:row Aaxan
B<clnollll Dote: Your ftIC':row Iccount payment will be $ -- per
Payee
HVD - I 3/91
RBSPA, HB 4305.2
Purpose
Antldplttd Due Date
Estimated Amount
~'~".,;., .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
STONER SR FRANK. E
FILE NUMBER
21 06
0242
Include the proceeds of litigation and the date the proceeds were received by the estate. All property joinUy-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Elmer Murry Auctions, Inc. - proceeds of public sale of household furnishings and farm
equipment
VALUE AT DATE
OF DEATH
21,316.00
2.
Sovereign Bank account # 1681708876, see attached
3,844.21
3.
Blue Cross - Refund
274.37
4.
Commonwealth of Pa 2005 Tax Rebate
403.05
TOTAL (Also enter on line 5. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
25 837.63
,'t Sovereign Bank'.
STATEMENT OF ACCOUNTS
o
1-877-S0V-BANK (1-877-768-226S) www.soverelgnbank.com
GENERATION CHECKING
GENERATION CHECKINC statement Period 02/14/06 - 03/13/06
FRANK E STONER
CREEDIN L STONER
Account H 1681708876
Former Account 191031955
\--.
Checks Posted
Check # Date Paid Amount Reference #
73fi.III[6'~3]3f_$27~T3W.am'Jt1~m
735 02116 $421.00 644741580
~~~Q~J},_$~~~1~,.m'l$8[fOJ
Check # Date Paid
Amount Reference #
-
-
-
-
-
-
-
-
~
-
-
~
-
-
-
-
-
-
-
-
-
-
-
~
~
737 02116 $20.00 644354800
r_~.~_~~~~DJ"
741 03/08 $274.38 643155190
6 Check(s) Posted = $1,425.77
An asterisk (*) indicates a skip in sequential check numbers which may be caused by one of the following:
. A check not yet received
. A check that was converted to an electronic transaction, which will be listed in the "Electronic Checks Posted"
section below. If no checks, were electronically converted, this section will, not a~pear.; ,', .,
, ,_... .;" <,.:' ." ~ ,\.tI". '"... . t. - ,J ( ".. ,,,: ;.. 'to '.,," . 1
Electronic Checks Posted
Check # Date Paid Amount Payee
!r'-I1,a,,~O~~'~5;s~1e"'I~~
~~Q~~""...,~J~~...,.~~~
Check # Date Paid
739
02123
Amount Payee
$39.51 DIRECTV CH
2 Check(s) Posted Electronlcally= $85.31
Please note:
The merchant you paid has converted these checks into an electronic transaction. Because we did not receive the original
check or a copy of the check, we cannot provide the check with this statement.
If the check number Is zero, It means the merchant did not provide the check number In the proper format. Please refer
to the 'Account Activity' section below to locate the check number in the tran~action description.
page 3 of5
1681708876
_..:- ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
STONER SR FRANK E
FILE NUMBER
21 06
0242
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Malpezzi Funeral Home 10,139.90
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) See Attachment Pagels} 2. 7 J 000 . 0
Social Seeurily Number{s) I EIN Number of Personal Representative(s)
Street Address
Cijy State Zip
Year{s) Commission Paid:
2. Attorney Fees John M. Eakin 27,000.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Letters T estamentafY 656.00
5. Accountant's Fees
6. Tax Return Prepare(s Fees
See Attachment Page(s)
TOTAL (Also enter on line 9, Recapitulation) $ 81989.11
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
STONER, SR., FRANK, E.
21
06
0242
PaQe 1
Schedule H - Funeral Expenses & Administrative Costs - 81
ITEM
NUMBER DESCRIPTION AMOUNT
B. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Creedin Stoner 13,500.00
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 506 East Marble Street
Cijy MechanicsburQ State P A Zip 17055
Year(s) Commission Paid:
2. Name of Personal Representative (s) Dorothy L. Strine 13,500.00
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 167 Ken-Un Drive
City Carlisel State PA Zip 17013
Year(s) Commission Paid:
SUBTOTAL SCHEDULE H.B1 27,000.00
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
STONER, SR., FRANK, E.
21
06
0242
PaQe 2
Schedule H - Funeral Expenses & Administrative Costs - B7
ITEM
NUMBER
AMOUNT
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
DESCRIPTION
Elmer Murry Actions, Inc., - auctioneers fee plus advertising
The Cumberland Law Journal, estate notice
The Sentinel, estate notice
Central Sign System- real estate signs
Dillsburg Banner - real estate sales advertisement
Central Penn Appraisals - real estate appraisal
Lancaster Farming, Inc. - real estate sales advertisement
A-1 Party Rent-All, tent rental for public sale
Boyd E. Miller - removal of personal property
Gingrich Memorials - grave marker
Monroe Township- Zoning Subdivision Ordinance
Register of Wills- Additional Probate Fee
Cost of Selling Real Estate 1 % transfer tax
Dave Young- fuel tank removal
Register of Wills - filing fee
Register of Wills - cost of filing account
Cost of preparing for sale (total of checks written to pay helpers)
4,263.90
75.00
173.33
34.45
20.00
625.00
55.98
535.43
57.12
125.00
25.00
204.00
8,700.00
1,000.00
15.00
530.00
754.00
SUBTOTAL SCHEDULE H-B7
17,193.21
. -'"'~.".; '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
STONER SR. FRANK E.
Include unreimbursed medical expenses.
ITEM
NUMBER
SCHEDULE I
DEBTS OF DECEDENTy
MORTGAGE LIABILITIES & LIENS
FilE NUMBER
21 06
0242
AMOUNT
1. Waste Management
2. Met Ed
3. Verizon - telephone
4. Leer Electric
5. West Shore EMS - medical
6. Mal)' Murray, tax collector,
DESCRIPTION
73.74
437.88
117.65
645.69
131.02
599.78
TOTAL (Also enter on line 10, Recapitulation) S
(If more space is needed, insert additional sheets of the same size)
2 005.76
.~'mG"~'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
:-ill SR FRANK E 21 06 n?.4?
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
See Attachment Pagels)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
..
(If more space is needed, insert addlllonal sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
STONER, SR., FRANK, E.
21
06
0242
PaQe 3
Schedule J - Beneficiaries - 1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Creedin L. Stoner son 20% of residue
506 East Marble Street, Mechanicsburg, PA 17055
2. Dorothy L. Strine step-granddaughter 20% of residue
167 Ken-Un Drive, Carlisle, PA 17013
P.
3. Rebecca fahnestock granddaughter 6.66% of residue
942 W_ Trindle Road, Mechanicsburg, PA 17055
4. Jennifer Aldis granddaughter 6.66% of residue
17 William Penn Drive, Camp Hill, PA 17011
5. Elizabeth Ann Hulse granddaughter 6.66% of residue
70 E. Chestnut Hill Road, Aspers, PA 17304
6. Cinderella Gayman granddaughter 6.66% of residue
40 May Drive, Dillsburg, PA 17019
7. Nichole Rines granddaughter 6.66% of residue
9218 W. Oak River Drive, Petersburg, VA 23803
8. Stephanie Barr granddaughter 6.66% of residue
12031 Southern Ridge Drive, Chesterfield, VA 23838
9. Howard T. Stoner, Sr. step son 4.33% of residue
10 Daffodil Lane, Levittown, PA 19056
10. Jane Rippeon step daughter 4.33% of residue
8250 Woodville Road, Mt. Airy, MD 21771
11. Ruby Brooks step daughter 4.33% of residue
232 W. 5th Street, Frederick, MD 21701
12. Jerri Taylor daughter-in-law 3% of residue
6304 Arbor Banks Terrace, Chester, VA 23831 (remarried following
husbands death)
13. Howard T. Stoner, Jr. step grandson 2% of residue
20 Maroon Road, Levittown, PA 19056
14. Patricia Weigle friend 2% of residue
24 Homewood Street, Dillsburg, PA 17019
JLast Will anb \!testament
of
FRANK E. STONER, SR.
I, FRANK E. STONER, SR., of Monroe Township, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby
make, publish and declare this my Last Will and Testament, hereby revoking and making
void any and all prior Wills by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon after my
decease as the same can conveniently be done.
2.
I direct that there shall be paid out of my residuary estate all estate, inheritance and
like taxes together with any interest or penalty thereon imposed by the Government of the
United States, or any state or territory thereof, or by any foreign government or political
subdivision thereof, in respect to all property required to be included in my gross estate
for estate, inheritance or like tax purposes by any of such governments, whether the
property passes under this will or otherwise.
3.
I give and bequeath twenty (20%) per cent of the net residue of my estate to my
son, CREEDEN L. STONER.
4.
I give and bequeath twenty (20%) per cent of the net residue of my estate to my
step granddaughter, DOROTHY L. STRINE.
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.
.."<....1
5.
I direct that forty (40%) per cent of the net residue of my estate be paid to the
following grandchildren in equal shares: REBECCA FAHNESTOCK, JENNIFER
ALDIS, ELIZABETH ANN HULSE, CINDERELLA GAYMAN, NICHOLE RINES
and STEPHANIE BARR.
6.
I direct that thirteen (13%) per cent of the net residue of my estate be paid to the
following step children in equal shares: HOWARD T. STONER, SR., JANE
RIPPEON and RUBY BROOKS.
7.
I give and bequeath three (3%) per cent of the net residue of my estate to my
daughter-in-law, JERRI TAYLOR.
8.
I give and bequeath two (2%) per cent of the net residue of my estate to my step
grandson, HOWARD T. STONER, JR.
9.
I give and bequeath two (2%) per cent of the net residue of my estate to my friend,
PATRICIA WEIGLE.
10.
In the event any of the above named legatees should predecease me the bequest to
such person shall not lapse but shall pass to his or her heirs per stirpes.
11.
Lastly, I nominate, constitute and appoint, CREEDEN L. STONER and
DOROTHY L. STRINE, to be the Executors of this my Last Will and Testament and in
the event either is unable or unwilling to act as such, I direct the other to serve as sole
Executor. I further direct that no bond or other security be required of my personal
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representatives to guarantee faithful performance of his or her duties.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this {.,J-dayof
September,2005. ~~ . ~ (SE )
\ .ST ,SR. ~
COMMONWEALTH OF PENNSYL VANIA )
: SS
COUNTY OF CUMBERLAND)
I, FRANK E. STONER SR. The testator, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the same instrument as my Last Will and
Testament; that I signed it willingly, and that I signed it as my free and voluntary act and
deed, for the purposes therein expressed. ~ .~
~.er~ (SEAL)
NOTARIAL SEAL
HBDl H. NElSON, ~ Public
Mechinlcsbul1 Boro, Cumberfand Co.
My Cemmlssltil ExpK-. June 27, 2007
COMMONWEALTH OF PENNSYL VANIA)
: SS
COUNTY OF . .CUMBERLAND)
Sworn and .subscribed to before
me this f'b0J4 day of September, 2005.
~:t1~b~
We, the undersigned, John M. Eakin and J. Robert Stauffer, the witnesses whose
names are signed to the attached or foregoing instrument, being duly qualified according
to law, depose and say that we were present and saw the testator, FRANK E. STONER,
SR. sign and execute the instrument as his Last Will and Testament; that the said testator
executed it as his free and voluntary act for the purposes therein expressed; that each of
us, in the hearing and sight of the testator, signed the Will as witnesses; and that, to the
best of our knowledge, the testator was, at the time, ei8hteen (18) or more years of age, of
sound mind, and under no constraint, dure r undue mfluen~ ,.,
'vv\ ' ~
Sworn and ~bscribed to before
me this 1'61- day of September,
~- ~ ~Y\-
otary Pub IC
NOTARIAL SEAL
HEIDI M. NELSON, Notary Public
Mechanlcsburg Boro, CUmbirtlnd Co.
My Comrnlssloil ExpIres June 27, 2007
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