HomeMy WebLinkAbout12-21-06
:EV-1500 EX (6-00)
OFFOAI.. USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
~L
COUNTY CODE
.-9L 0323 ___
YEAR NUMBER
DECEDEN'T'S NAM: (LAST, FIRST, AND MIDDLE INITIAL)
~ stoner Revere
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
~ 4/2/2006 1/6/1918
W OF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
C
M
SOCIAL SECURrTY NUMBER
181-01-7938
THIS RETURH MUST BE FILED 1M DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SEClRlTY NUMBER
[i] 1. Original Retum
D 4. Limited Estate
00 6. Decedent Died Testate (Attach copy of VWI)
D 9. Litigation Proceeds Received
D 2. Supplemental Retum D 3. Ren1ainder Retum (date of death prior to 12-13-82)
o 4a. Future Interest Compromise (date of death after 12-12-82) 0 5. Federal Estate Tax Retum Required
D 7. Decedent Maintained a Living Trust (A~tachCOPY of Trual) L 8. Total Number of Safe Deposit Boxes
o 10. Spousal Poverty Credit (dal~ of death b~twe.n 12-31-91 and 1-1-95) D 11. Election to tax under Sec. 9113(A)(AllachSchO)
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THIS SECTION MUST BE. COMPLETED. ALL CORRESPONDI;NCEAND.CONFIPENTIAl TAX INFORMATIONSHOUlP BEPIRECTEDTO:
NAME COMPLETE MAILING ADDRESS
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Richard C. Snelbaker
FIRM NAME (If Applicable)
Snelbaker & Brenneman, P.C.
TELEPHOI'E N\.NBER
717-697-8528
44 West Main Street
Mechanicsburg, PA 17055
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4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Sdledule E) (5)
6. Jointly O'Mled Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
145,000.00
114,955.45
0.00
0.00
198,465.83
0.00
~USEO~
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1. Real Estate (Schedule A)
. (1)
2. Stocks and Bonds (Schedule B)
(2)
;J. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
269,808.36
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
(8)
35,843.00
347.34
728,229.64
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
(13)
36,190.34
692,039.30
0.00
11. Total Deductions (total Lines 9 & 10)
(11 )
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for -Mlich an eIectioo to tax has not been
made (Schedule J)
(12)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
692,039.30
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
z rate. or transfers under Sec. 9116 (a)(1.2)
o
~ 16. Amount of Line 14 taxable at lineal rate
I-
:;)
~ 17. Amount of Line 14 taxable at sibling rate
o
u 18. Amount of Line 14 taxable at collateral rate
)(
~ 19. Tax Due
20. ~
0.00
0.00
0.00
692,039.30
x .0 9--(15)
X.O 45 (16)
x .12 (17)
x .15 (18)
(19)
0.00
0.00
0.00
103,805.90
103,805.90
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
>>BESURETO ANSWER ALLQUESTIONSONREVERSE.$IDE AND RECHECK MATH <<
3W4645 1.000
Decedent's Complete Address:
STREET ADDRESS
1006 Orrs Bird e Road
Cumberland Count
CITY
Mechanicsbur
STAiE
PA
ZIP
17050-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
103,805.90'
0.00
80,000.00
4,000.00
Total Credits (A + B + C) (2)
84,000.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
0.00
TotallnterestlPenalty (0 + E) (3)
0.00
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)
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
19,805.90
A. Enter the interest on the tax due.
(SA)
0.00
B. Enter the total of Line 5 + SA.
(5B)
19,805.90
AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes
D
D
D
D
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., IX] D
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 of perjury. I declare thai I have examined this return, induding accompanying schedules and statements. and to !he best of my knOWledge and belief. it is true. correct and complete.
=~~~~fj:.J~71i-4~'
Elizabeth n Cam ell Christi, Executrix 3825 Mt. Shadows Circle, Fayetteville, PA 17222
SlGNATl.RE REPRESENfATlVE DAlE
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;.. . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
No
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AOORESS
Richard C. Snelbaker, Esquire
I , J 0,"
44 West Main Street, 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 of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 9 9916 (a) (1.1) (ill.
For dates of death on or after January 1. 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S'9 9116 (a) (1.1) (Ii))
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable ewn if
the surviving spouse is the only benefidary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% (72 P.S. ~ 9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefidaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(l)].
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. 9 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. f.
3W46461.0oo
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
~EV-1502 EX + (&98)
ESTATE OF
FILE NUMBER
Revere M. Stoner
21 06 0323
All real property owned solely or as a tenant in common must be reported at fair market value. Fair. arket value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell: h halAng reasonable knOllllledge of the relevant facts.
Real property which Is joinUy-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Property located at 1005 Orrs Bridge Road, Hampden
Township, Cumberland County, Mechanicsburg,
Pennsylvania, sale value (see attached settlement sheet)
145,000.00
3W4695 1.000
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
145,000.00
N
2
~
OMS O. 2502-0 65 .,-...
- B. TYPE OF LOAN:
A.
, . 1.0FHA 2.DFmHA 3. [gJCONV. UNINS. 4. OVA 5.0CONV. INS.
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT 06-542 0004837906
8. MORTGAGE INS CASE fJMBER: OLD MORtGAGE INS CASE NUMBER:
7.875/F/946.22 · ". MMO
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked ''{POC]'' were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
1.0 3196 (KNOUSE.ElIZABETH10050RRS.PFOJ06-5421141
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Elizabeth P. Knouse Elizabeth Ann Campbell Christi NATIONAL Cln' BANK
1112 Wansford Road Executrix of the Estate of 3232 NEWMARK DRIVE
Mechanicsburg, PA 17055 Revere N. Stoner MIAMISBURG, OH 45342
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 68-0510988 I. SElTLEMENT DATE:
1005 Orrs Bridge Road Community Land Transfer, LLC
Mechanicsburg, PA 17050 August 30, 2006
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
2331 Market Street
Camp Hill, PA 17011
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 145,000.00 401. Contract Sales Price 145,000.00
102. Personal Property 402. Personal Prooertv .
103. Settlement Charoes to Borrower (Line 140m 4,635.01 403.
104. 404.
105. 405.
Adjustments For Items Paid Bv Seller in advance Adiustments For Items Paid Bv Seller in advance
106. Cityffown Taxes to 406. Citvffown Taxes to
107. County Taxes 08/30/06 to 01/01/07 119.99 407. County Taxes 08/30/06 to 01/01107 119.99
108. School Taxes 08/30/06 to 07/01/07 1,102.68 408. School Taxes 08130/06 to 07/01/07 1.102.68
109. Sewer 08/30/06 to 10/01/06 . 29.31 409. Sewer 08/30/06 to 10/01/06 29.31
110. 410.
111. 4'11.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 150,886.99 420. GROSS AMOUNT DUE TO SELLER 146,251.98
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money 10.000.00 501. Excess DepositlSee Instructions)
202. Principal Amount of New Loarie!;) 130 500.00 502. Settlement Charaes to Seller (Line 1400) 2748.21
203. Existina loan(s) taken subject to 503. Existing loan(s) taken subiect to
204. 504. Payoff of first Mortgage
205. 505. Payoff of second Mortaaiie
206. 506. Deposit retained bv seller 10,000.00
207. 507.
208. SOB.
209. 509.
Adiustments For Items Unpaid Bv Seller Adjustments For. Items Unpaid By Seller
210. Cityffown Taxes to 510. Citvrrown Taxes to
211. CountvTaxes to 511. County Taxes to
212. School Taxes to 512. SchoolTaxes to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 140,500.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 12,748.21
300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER:
301. Gross Amount Due From Borrower (Line 12m 150 886.99 601. Gross Amount Due To Seller (Une 420) 146,~51.98
302. Less Amount Paid BylFor Borrower (Line 220) ( 140,500.00) 602. Less Reductions Due Seller (Line 520) ( 12,748.21
303. CASH ( X FROM) ( TO) BORROWER 10,386.99 603. CASH ( X TO) ( FROM) SELLER 133,503.77
. The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein.
Bo~r ~-f. ~
EI' "eth . Knouse
~llgll ~
L. SETTLEMfFNT CHARGES
700. tOTAL COMMISSION Based on Price $ @ % PAID FROM PAID FROM
Division of Commission (fine 700) as Folfows: BORROWER'S SELLER'S
701.$ to FUNDS AT FUNDS AT
702. $ to SETTlEMENT SETTLEMENT
703. Commission Paid at Settlement
704. to ! , !
BOO. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination Fee % to
802. Loan Discount % to
803. Appraisal Fee to . Apex Appraisals, Inc. 300.00
804. Credit Report to
805. Lender's Inspection Fee to ~
806. MortgaQe Ins. APD. Fee to '.
807. Assumption Fee to
808. Tax Service Fee to LandAmerlca 77.00
809. Broker Processing Fee to Fairway Mortgage Funding, Inc. 250.00
810. Flood Cert. Fee to LSI 5.00
811. Administration Fee to NATIONAL CllY BANK 490.00
812. Mortgage Broker Fee to Fairway Mortgage Funding, Inc. POC:2446.00 NCB
813. Wire Fee to NATIONAL CllY BANK 25.00
814.
815.
816.
817.
818.
819.
820.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 08/30/06 to 09/01/06 @ $ 28.160000/day ( 2 days %) 56.32
902. Mortgage Insurance Premium for months to Erie Ins.
903. Hazard Insurance Premium for 1.0 years to Erie Ins. POC $390.00b
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance 2.000 months @ $ 32.50 per month 65.00
1002. MortQaQe Insurance months @ $ per month
1003. CilvlTown Taxes months @ $ per month
1004. CountvTaxes 7.000 months @ $ 29.43 per month 206.02
1005. School Taxes 3.000 months @ $ 109.97 per month 329.91
1006. months ~ ~ $ per month
1007. months fl . $ Der month
'1008. AQQreQate Adiustment months d $ oer month -85.23
1100. TITLE CHARGES
1101. Settlement or Closing Fee to
1102. Abstract or Title Search to
1103. Title Examination to
1104. Title Insurance Binder to
1105. Electronic Document Prep. to Community Land Transfer, LLC 50.00
1106. Closin~ Service Letter to Community Land Transfer, LLC 35.00
1107. Attorney's Fees to
(includes above item numbers: J
1108. Title Insurance to COMMUNITY LAND TRANSFER 1083.75
(includes above item numbers.11 02, 1103 & 1104 . J
1109. Lender's Coverage $ 130,500.00
1110. Owner's Coverage $ 145,000.00 1,083.75
1111. Endorsements 100, 300, 8.1 to Community Land Transfer, LLC 150.00 . ,
1112. Nolary Fee to Community Land Transfer 10.00
1113. Notary Fee Community Land Transfer
1114. Overnight Fees & Handling to Community Land Transfer, LLC 15.00
1115. September Trash to Hampden Township Authority 13.24
1116. Tax Cert. to Marie Huber, Treas. 5.00
1117.
1118.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 38.50; Mortgage $ 70.50; Releases $ 109.00
1202.City/Coun~Ta~Stamps:Deed 1,450.00' Mortgage 1 450.00
1203. State Ta~Stamps: beed 1 450.00; Mort~age 1,450.00
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survey to .
1302. Pest Inspection to
1303. 2006/07 School Taxes to Marie Huber, Treas. 1 293.21
1304.
1305.
1400.;TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) ~ 4,635.01 2,748.21
By signing page 1 of this Slatement, lIle slgnalDrie.s acknowledge receipl of a cornpleled copy.otpage 2 oflllls two page stalemenl /L-r
-
Communit~d Transfer, LLC -
Certified to be a true copy.
Settlement Agent
(06-542/06-542/19 )
:EV-1503 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 8
STOCKS & BONDS
ESTATE OF
'FILE NUMBER
~E~Jlere M. Stoner
21 06 0323
All property jointly-owned witt! right of survivorship must be disclosed on Schedule F.
-- ITEM r
tU1BE~_
--1.Duquesne Light Holdings, Inc.
150 shares of common stock valued at $16.69 per share
DESCRIPTION
VALUE AT DATE
OF DEATH
2,503.50
2 Exelon Corp
200 shares of common stock valued at $53.29 per share
10,658.00
3 ExxonMobil
320 shares of common stock valued at $61.21 per share
19,587.20
4 Finova Group, Inc.
128 shares of common stock valued at $.07 per share
8.96
5 Hershey Company
1,200 shares of common stock valued at $52.33 per share
62,796.00
6 Moneygram International, Inc.
254 shares of common stock valued at $30.65 per share
7,785.10
7 Rite Aid Corporation
2,388 shares of co~on stock valued at $3.97 per share
9,480.36
8 Viad Corp
63 shares of common stock valued at $33.91 per share
2,136.33
IW46961.ooo
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
114,955.45
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Revere M. Stoner
FilE NUMBER
21 06 0323
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
lESCRIPTlON
VALUE AT DATE
OF DEATH
1
2004 Honda Accord LX
Kelly Blue Book value
15,300.00
2
Highmark Insurance
refund unused premium on health insurance policy
186.95
3
Household goods
sold at public auction by Bricker's Auction
4,139.25
4
M&T Bank
checking account, #38344459
73,687.21
5
Merrill Lynch
investment account, #872-17305
105,144.32
6
Patriot-News
refund unused portion of newspaper subscription
8.10
3W46AD 1.000
TOTAL (Also enter on line 5, Recaoitulation) $
(If more space is needed, insert additional sheets of the same size)
198,465.83
{EV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~STATE OF
Revere M. stoner
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21 06 0323
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
"UM
[ DESCRIPTION OF PROPERlY
ITE M .. . N::U.r:.E ne NOME OF TI-E TRANSfEREE, HEIR RElATIONSHIP TO DECEDENT Al>V DAlE OF DEATH % OF DECO'S EXCLUSION TAXABLE
BE Tl-EDATEOF1RAIGER.ATTACHACOPV OF TtE DEED FOR REAl ESTATE. VALUE OF ASSET INTEREST (IF APPUCABLEI VALUE
1. ING 261,024.96 100.0000 0.00 261,024.96
annui.ty, account #90126286
2 Wachovia 8,783.40 100.0000 0.00 8,783.40
IRA accounts, #257410279171940
& 257410279172037
'.
TOTAL (Also enter on line 7, Recapitulation) $ 269 808.36
(If more space is needed, insert additional sheets eX the same size)
W46AF 1.000
R EV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYlVANIA
IN-JERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Revere M. Stoner
ITEM
NUMBER
A.
1_
B.
1.
2.
FUNERAl EXPENSES:
Gingrich Memorials
grave marker
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 06 0323
Debts of decedent must be reported on Schedule I.
DESCRIPTION
Total from continuation schedules
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
Social Security Number(s) I EIN Number of Personal Representative(s)
City
Year(s) Commission Paid:
State
lip
Si1elbaker & Brennanan I P.. C..
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
AT&T
phone service
Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
4.
3W46AG 1.000
State
lip
2
Bricker's Auction
commission on sale of household goods
Total from continuation schedules
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
775.00
9,701.00
15,710.00
468.00
24.43
2,550.00
6,614.57
35,843.00
Estate of: Revere M. stoner
181-01-7938
Schedule H Part 1 (Page 2)
Item
No.
Description
Amount
2
Malpezzi Funeral Home, Inc..~
funeral services
9,701. 00
Total (Carry forward to ma~n schedule)
9,'701.00
Estate of: Revere M. Stoner
3
4
5
6
7
181-01-7938
Schedule H Part 7 (Page 2)
Cumberland Law Journal
advert~s~ng Executrix Notice
75.00
Elizabeth P. Knouse
trash removal fee for property on Orrs Br~dge Road
200.00
Hampden Township
sewer/trash service
248.00
Marie Huber, Tax Collector
real estate taxes and personal taxes
355.92
Orrstown Bank
stop payment fee
28.00
8 PPL Electric
electric service
9
10
11
12
13
14
15
16
63.64
Patriot News
advertising Executrix Notice
123.18
Penn National Insurance
auto insurance premium
165.00
RSR Appraisers & Analysts
real estate appra~sal fee
300.00
Register of Wills
f~l~ng fee for Inheritance Tax Return
15.00
Register of Wills
short certificates
16.00
Settlement charges
associated with the sale of property as follows:
a. Tax certification $5.00
b. Transfer taxes $1,450.00
c. 2006/07 School Taxes $1,293.21
2,748.21
Tyrone E. Kre~tzer
lawn care serv~ces
560.00
Verizon
phone service
32.62
17 Wachovia
process~ng fee for estate valuation
25.00
Total (Carry forward to main schedule)
4,955.57
Estate of: Revere M. Stoner
181-01-7938
Schedule H Part 7 (Page 3)
18
Wonders LTD
tent rented for day of auction
159.00
19
Reserve
for filing fees, accounting costs and other fees
associated with the administration of Decedent's
estate
1,500.00
Total (Carry forward to main schedule)
1,659.00
{EV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INl-ERITANCE TAX REiURN
RESIDENT DECEDENT
ESTATE OF
R~vere M. Stoner
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABiliTIES, & LIENS
FILE NUMBER
21 06 0323
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
- J
ITEM
NLt.4BER .
-. ~.
1.
.
a::SCRIPTION
VALUE AT DATE
OF DEATH
AT&T
phone service
14.55
2 Comcas t
cable TV service
28.66
3 Eichelbergers, Inc.
heating oil
184.69
4 Family Physician Associates, Inc.
medical services
45.37
5 PPL Electric
electric service
35.56
6 Verizon
phone service
38.51
iN46AH 2.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
347.34
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INl-ERITANCE TAX RE11JRN
RESIDENT DECEDENT
ESTATE OF
Revere M. Stoner
NUMBER
I
1
NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2))
Elizabeth Ann Campbell Christi
3825 Mt. Shadows Circle
Fayetteville, PA 17222
100% of Residue: 692,039.30
RElATIONSHIP TO DECEDENT
Do Not List Trustee(s)
FILE NUMBER
21 06 0323
AMOUNT OR SHARE
OF ESTATE
Niece
692,039.30
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
N46AI 1.000
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS QN LINE 13 OF REV-1500 COVER SHEET
(If more space IS needed. Insert additional sheets of the same SIZe)
$
0.00
-=....--
~
J
LAW OFFICES
"'-RTSON AND SNELBAKER
LAST WILL AND TESTAMENT
I, REVERE M. STONER, of the Township of Hampden, County of Cwnber-
land and Commonwealth of Pennsylvania, being of sound and disposing
mind, memory and understanding, do make, publish and declare this as
and for my Last Will and Testament, hereby revoking and making void
all former wills and codicils by me at any time heretofore made.
FIRST. I order and direct that all my just debts and funeral
expenses be paid by my Executrix, hereinafter named, as soon as conyen-
iently may be done after my decease.
SECOND. I give, devise and bequeath all the rest, residue and
remainder of my Estate, real, personal. and mixed, whatsoever and where-
soever situated, unto my wife, ELIZABETH M. STONER, absolutely and in
fee simple, if she survives me.
THIRD. If my wife, ELIZABETH M. STONER, does not survive me, then
and in that event, I give, devise and bequeath all the rest, residue and
I
remaind~r of my Estate, real, personal and mixed, whatsoever and where-
soever situated, unto my niece, namely, ELIZABETH ANN CAMPBELL, abso-
lutely and in fee simple.
LASTLY. I nominate, constitute and appoint my wife, ELIZABETH M.
STONER, to be the Executrix of this my Last Will and Testament, but if
for any reason she should fail to qualify as such Executrix or cease
so to serve, then and in that event, I nominate, constitute and appoint
my niece, namely, ELIZABETH ANN CAMPBELL, to be the Executrix hereof,
each to serve without bond.
IN WITNESS WHEREOF, I, REVERE M. STONER, have hereunto set my
hand and seal to this, my Last Will and Testament which consists of
two (2) typewritten pages tD each of which I have affixed my signature
this 17th day of June, A. D., One Thousand Nine Hundred Seventy-six
(1976) .
~
k )~-1
(S EAL)
The preceding instrument, consisting of this and one (i) other
typewri tten page, each identified by the signat:tiJ?:e of the Testator,
was on the date thereof signed, sealed, published and declared by
REVERE M. STONER, the Testator therein named, as and for his Last Will
and Testament, in the presence of us, who, at his request, in his
presence, and in the presence of /
//
as witnesses thereto. ./ ,.
/
,.t
subscribed our names
LAW OFFICES
tTSON AND SNELBAKER