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Register of Will'.; of CUllh'rl,lIKICounty, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
1.W3EL ;,1. !,'jD:-mr{
No, ~ / - 91./ ~ /7
also known as
Deceased
Social SecuritY No, In-01-1746
l'Ol.loon""I, ..110 'I'''' I' ,.." ~r "ll 01 01401. ',jIl"...1 Ill'
IcoMP~ne -Ao on "eO ee~ow:)
~ A, Plobate and Grant 01 Letters and avor lhal Pel'l,onollsl is/ale the exo'cul_ namod ,n Ihe l.ast Will 01 Ihe
Docodent. dated -.L1.'/'+' 1'1 , / ri X I' and COdic,lls) dalOd
--TIle \1ill of l<lqj6cl :~. Stoner dilted ,Jul'1 14 , 19R1liittilcncxl hUl'Cto nilm:xl .JaITCs 1\. Stoner
as Exccutrlx. aamJS Stonm." died 4-2.1-81_ ^1 t.c!rnlJt:L\ namc\:] Co-Exccutr:icef; ldan~ t1anct nicks
ilt1(l fir0t"r'hpn T.. {v; 11 i ;mlc.:. t'lhn h:IV(1 (l',.'(l(~lltT.rl 1~{\1'I1111{""ii1t'l ems ill favor or \\](lndil PlmoJrn:ul.
11.U ,.."..It c.lc"'nU......ttt I ~ 'tf>Ut'elll"'Wl. hA", III "K~IO', I"
ExcQpr dfl tallows, Decedllnl did not mOffV. wu nor divorced, and did noe hal/It a chIld born or adopled a/11ft execullon 01 !he documents ollered
iot probll'; WII not the victjm 01 a killing and WIS Mver adjudlol:lted incompetenl:
Q
e. Granl 01 LelIors 01 AdmlnlSllal'on (' 7 II
," ~ J b"';' ~ .>f'''''''''''' '.....',. ,,,_,,,, ""'"'''' "....,",."..
POli!lOnerlsl allOI a DlOpor soalch hasihavo aSCO/la,nod Ihal Docodont loll no Will and was sUlv,vod by Ihe IOllow,ng "pause
III any) and he,r"
Name
Ael8110nshrp
Rllsrdenae
(COMPLETE IN Al.L CASES:) Allaah .,ddlttona InulS I neaeusrv.
Docodent was dom,cilod at doath ,n ("11ll1 ",'1 ;,nil County. PennSylvallla. w'lh hlSihol laSI lam,ly or pr,nc41'al
reSidonce at rt,111lY']-]and County l1ursinq lIonlJ
~l' U.n. .".",,,.. .", """"..""""
Decedent, Ihon --B1- years 01 ago, d,od ..1:JQlLr"llh'r '10
1921., at.Q.l."1iX')<]i1n:1 Co. l'llrsinilllorm
'I'".'..'''
Decedent al dealh owned properly WIth 1J:H1mdled values 49 lallow9:
(If domiciled in PAl .J.1I peryonnl proporty
lit nor domiciled in PAl P'!rsorllll proporlV In P"nnsylvnnrn
IIf not domiciled in PAl Personal properlV In County
Velue of 'aGl eltete In Pennsylvania . , . , . , , , , , . , , . . , ,
TOI.l ...
Real ESlelIJ tlluered u 'ollows: N(lm
, \
I
I --d...150. 00
." S
, I
,
I J,I~U.UU
Wheraforlt, Pellllone,(sl relpectfully requesl(~lth" p,oOllle althe lost Will and CodlclUsl prosenldd wllh thl!! Petlllon dnd Iho qlsnl Qllelle'!i In the
dppraptl8le lorm 10 rhe ullde'SIQned:
Tvped or pflnled name dnd Iltsldl:lnce
][1 IJ. Plo\oJtn:.1Il
11% CreC'i: r~1
ax~h:llli()fll)llr( P^ 17055
,.ol ~)7i (" OO,L
/C)G:. '''2 I '~, 1JL
N ..) is oJ
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L::')
I
Oath of Personal Representative
Commonwealth of Pennsylvanid
County of
The Petltloner!s) above.named swearlsl and afflrmls) that the statements in the foregoing Pelltlon are true and
correct to the best of the knowledge and belief of Petltloner!sl and that, as personal represontatlvelsl 0' the Decedent,
Petltloner!s) will well and truly administer the estate, according to law" . )
((I / '''J..-I ."J
" / i~..(1 'LA ,T\ -"~ ~/111)')(.LUl/"-' _
Sworn to and affirmed and subscribed
'j,
I
6TH day of
19 94
\.,,) -,
-'J
before me this
DECREE OF REGISTER
Estate of MABEL M. STONER
Deceased
No,
?1 - 94 - 17
also known as
Social Security No:
1 n - 01 - 1746 Date of Death:
11- 10 - q 1
AND NOW, JANUARY 10. , 19~, in consideration at the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters 0 Testamentary ii of Administration. C. T .A.
are hereby granted to
WENDA L. PLOWMAN
, " ". t. " ,_,,,....1. \l~ ., __..". ~....,,~, ......... ".....,...
in the above estate and that the Instrumentisl, if any, dated ,1UL Y 14, 1980
described in the Petition be admitted to probate and filed of record as the last Will of Decedent,:
'. ',',
FEES
Letters,.". ,ADM.., CUI......., $ ?~.OO
Short Certifieate(s)....?..... $ 9.00
-
Renunciation,.. (,~,l.,.....,.. $ 10.00
A If/davit ( )....""..,,,.... $
Extra Pages ( ~ )............ $ 1S.00
CodiciL..,..",..."."...,..... $
JCP Fee....,..,..,....,..""" $ S.OO
Inventory & Tax Forms,,, $
Other,.."......",."",.",.... $
TOTAL..,,,,,,,,,..... $ S4.00
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Steven ,1. SchLffmcm
25488
2040 Lincllestowil Pd. , Sui.tc 106
lIarrisburq, P^ 17110-9483
Telephone: (717) 540-9170
DA TE FilED:
Attorney:
1.0, No:
Address:
RW-7a
This i'i 10 \'l'l'rity lh,ll lilt.. il1ll11'III,tlIOn Ill'll' ,1;ivl'll i.. ("Ill It '1 lly lllpit'lllllllll .1l11lI'i.l~ill,d l/'llili{,lll' llt d('dlll dill)' lilt'll with 1ll1' 1I~
l.ol'allll'l!isl rar. The' llli}:lll.d ('t'rI Hit ,I;/, will hI' IlJl','.'.ll'dl.d III lilt' :';1.11(' ViLli Hel' II', I,. (HI il I: 1(,1' pl't 111.1111'111 I ilillg
WARNING: "Is Illegal 10 dupllcnto this copy by photostat or phol"graph,
No,
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. ... ." 'U . -. .-- ~-1"l!a .
l.o',11Ih ,i"I'i11 <7-
Fl'<" (Of fhb U.'I'\ ific,1I I:, $2,0(1
2075701
DEe O,~ 10M
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\),\t(,
COMMONWHAllll Uf PENI4SVLV"NIA. DEPARrMENT OP ILEAL TN' VITAL RECORDS
CEATIFICAl E OF DEATH
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LAST WILL AND TESTAMENT
OF
MABEL M. STONER
I, Mabel M. Stoner, of the Borough of Lemoyne,
Cumberland County, Pennsylvania, hereby make this my Las t
Will and Testament and hereby revoke all Wills and Codicils
made by me heretofore.
FIRST: I direot my Executor hereinafter named. to
pay from my Estate all my just and lawful debts and the
expenses of my last illness, funeral and interment.
SECOND: I give, devise and bequeath my entire
Estate whether real, personal or mixed and wheresoever
situate unto my husband, James A. Stoner, should, he survive
me by ninety (90) days.
THIRD: In the event that my husband, James A.
Stoner, should predecease me or fail to survive me by ninety
(90) days I make the following disposition of my Estate: I
give to each of my children those gifts that they have given
to my husband and myself during our lifetime. I have made a
list of the gifts I refer to and the individuals involved,
which I am delivering to my Executor with instruction to my
Executor to deliver the same to the persons involved. The
rest, residue and remainder of my Estate shall be given to
my children who survive me by ninety (90) days in equal per
stirpes shares.
.
.
,
FOURTH: In the further event that orie or more of
my children predecease me or fail to survive me by ninety
(90) days and leav'e issue surviving him or her, I give and
bequeath the share of such child under Item Third hereof
unto his or her issue. In the event that the benef.iciary
would he a minor on the date of distribution hereunder, the
share of each such minor shall be held by my trustees or the
successor of them, hereinafter named, in a separate trust
for each minor for the following purposes:
(a) The Trustees shall pay to or expend and apply
for the benefit of the beneficiary so much of the income and
principal as they, in the sole discretion, deem necessary
for proper support, maintenance, welfare and education of
said beneficiary. Any income not distributed shall be added
to principal.
(b) Each Trust shall continue until the bene-
ficiary attains the age of twenty-one (21) years, at which
time the Trust shall terminate and the principal and accumu-
lated income shall be distributed to the beneficiary.
(c) No part of the income or principal of the
property held under thi~ Trust shall be subject to attachment,
levy or seizure by any creditors, spouse, assignee or
trustees or receiver in bankruptcy of any beneficiary prior
to his or her actual receipt thereof. The Trustees shall
Page 2 of 5 Pages
,o. I,
,I
pay over the net income and the principal to the parties
herein designated, as their interests may appear, with out
regard to any attempted anticipation, pledging or assignment
by any beneficiary under the Trust, and without regard to
any claim thereto or attempted levy, attachment, seizure or
other process against said beneficiary.
(a) To vary or to retain investments, when deemed
desirable by the Trustees,and to invest in such bonda,
stocks, notes, real estate mortgages or securites or in such
other property, real or personal, as the Trustees shall deem
wise, without being restricted to so-called "legal invest-
ments", and without being limited to any statute or rule of
law regarding investments by fiduciaries.
(b) To sell, either at public or private sale and
upon such terms and conditions as the Trustees may deem
advantageous to the Trust, any or all real or personal
estate or interests therein owned by the Trust severally or
in conjunction with other persons, and to consummate said
sale or sales by sufficient deeds or other instruments to
the purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without obligation or
liability of the purchaser or purchasers to aee to the
application of the purchase money or to make inquiry into
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the validity of said aale or sales; also, to make, execute,
acknowledge and deliver any and all deeds, assignments,
options or other writings which may be necessary or desirable
in carrying out any of the powers conferred upon the Trustees
in this paragraph or elsewhere in this instrument.
(c) To mortgage real estate, and to 'make leases
of real estate extending beyond the terms of the Trust
hereunder,
(d) To borrow money from any party, including the
Trustees, to pay indebtedness of the Trust, and taxes, and
to assign and pledge assets of the Trust therefor.
(e) To pay all costs, taxes, expenses and charges
in connection with the administration of the Trust, includ-
ing a reasonable compensation to agents.
(f) In the discretion of the Trustees, to unite
with other owners of similar property in carrying out any
plans for the reorganization of any corporation or company
whose securities form a part of the Trust.
(g) To vote any shares of stock which form a part
of the Trust,
(h) To assign to and hold in the Trust an undivided
portion of any asset.
',;
Page 4 of 5 Pages
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To do all other acts in their judgment deemed
necessary or desirable for the proper and advantageous
management, investment and distribution of the Trust.
SIXTH: I name, nominate and constitute as and for
my Executor my husband, James A. Stoner. In the event that
my husband, James A. Stoner, should predecease me or be
unable or unwilling to so act, I name, nominate and constitute
as and for my Co-Executrices and the Trustees of the Trust
created hereunder, my daughters, Janet Dicks and Gretchen L.
Williams, or the survivor of them. No fiduciary hereunder
shall be required to post bond or file security in any
jurisdiction in which the Fiduciary may act.
SEVENTH: I direct that the term child or issue as
used herein shall not include adopted children.
EIGHTH: It is my desire that Charles E. Friedman,
Esquire, of Harrisburg, Pennsylvania be retained by my
Executor as attorney for my Estate.
IN WITNESS WHEREOF, I have hereunto set my hand
and seal
to this my Last Will and Testament,
,/.,I'h
pages, on this the j..., day of
consisting of
)", Jrj
,
five (5)
1980.
~t~~, -~'~')"'''/
, . ST N R
(SEAL)
WITNESS:
tAl+1 @f)~L/J/ 7}~~
"~i~ ~ yJ.1~-
..f J l. ) J /
-p~t l U,~ J(A1-\;- /7
C~.A.~lj}/!.p I (---c.~_..
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COMMONWEALTH OF PENNSYLVANIA:
COUNTY
: SS.:
DAUPHIN:
OF
. I
'. /) We, MABEL M. , ST9NER I t!J11 dn '!l)//)1 J71/-LiM
and Iff ( fW J ~..)) ,.1. I ,the Tes tatrix and the
witnesses, respectiv~lY, (~hose names are signed to the
attached or foregoing instrument, being first duly sworn, do
hereby declare to the undersigned authority that the
Testatrix signed and executed the instrument as her Last
Will and that she had signed willingly (or willingly
directed another to sign for her) and that she executed it
as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence
and hearing of the Testatrix signed the Will and that to the
best of their knowledge the Testatrix was at that time
eighteen (18) years of age or older, of sound mind and under
no constraint or undue influence,
Subscribed,
..l. /7." , ,;
STONER,
me by
sworn to and acknowledged before me by MABEL M.
an,d subscribed a~f?;/ orn to bt~re ;};.I
-(I (, Ii t! ,'- \/~. 1 ,f>
J..., and ' '.!:" "-",.. _ ,J~"
If ~ay of ~( , 19)t) :.
:l Pi ~riJ
ic .
wi tnesses, this
/
My Commission Expires:
UNllA ',hll \Iflllfll, No'''vP,,~IIG
H.nitl.ur(I, Diluphln CO'I p", ,
fir( Cornlolllloll ['plrol M,y 24. 19U~
21 ,. 94 . 17
OUT-COM J'W PLOWMAN
111 2oC>I 91112oC>
.P~;;l't3
RegIster of WlU. of ClMo~lUANl) Qounty, Pennsylvania
RENUNCIA TJON
. EIleIe 01
eIIo known u
MlIllEL M. S'fOOER
No,
. DaUtd
TIle underalgned, JIII-Wl' DICI<BJ dIIu~htor 1I1~ IUuood Co-Execute>r GI
(R.lauonl~ (OIplCllly)
"" above Olc.denl, Milby "llOunOl(I) ltIe right III tdmllllltlf \he .1IIIl. and "1,*"UIly IIqUI.!I) lh.-
L.It.ra blluUld to
WENf.lI>. L, p~~
WITNESS
Swom 10 ora"lrmtel IIlCllublGlllltd
btI011 1M \hit ,M 0 clay
01 J}Lft4"11,);1 ~ l...ii
J~1~ Jll~J.lt(jN/({."1
Holary I'ubIIcl ' .
My CAlmmllllon l.pltHI . .
~ut w.... tlHill/f....1IiIl
",IM II .....11I....., .,.... II
..,eliIlI III NoIIIV'I __1lIIl~
,....1flW.4
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hand IllI1
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(Addrtll)
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NOlIl fllnunolatlolll e.ecut.a outsldl the 0fI1ct of fleglltlf GI W1lla
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RIV'1I1ft7 IX AFP (10.93*
C_Al TH Of' PfNH1VlVANIA
DtPAIIlllENT Of' lltVEHU!;
IUREAU OF INDIVIDUAL lANES
D1:PI. 110'01
HARR11IURO, PA 111ZI-OIOI
ISTATI OF STONER RA~ FILl NO.
DATI OF DEATH 11-30-93 COUNTY CUMBERLAND
NOTE, TO INSURE pROpER CREDIT TO YDUR ACCOUNT, SUIHIT THE UPPER PORTION OF THIS FO"" WITH YOUR TAN
pAYHENT TO THE REDISTER OF WILLS, HAKE CHECK pAYAILE TO "REDISTER OF WILLS, AGENT"
REMXT PAVMENT Tal
NOTICE OF INHERITANCE TAN
APPRAISEHEHT, ALLOWANCE OR DIDALLDWANCE
OF DEDUCTIONS, AND ASSESSHENT OF TAN
ACN
101
DATI 08-22-94
STEVEN J SCHIFFMAN ESQ
SERRATELLI ETAL
2040 LINGLESTOWN RD
HBG PA 17110
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
I A."ount RI.Ut.d
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiiV': i'f.'i'ix'AF'jo--mj:m--Niii'-icr-op' '"itl'iiiiiifAtiC'i-YA'x' 'A.piiii'A-isEHENr;.Ai.1."OWANCi-o.lfu---..-.........
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STONER MABEL M FILE NO. 21 94-0017 ACN 101 DATE 08-22-94
TAN RETURN WAS I I X) ACCEPTE~ AS FILED
I ) CHANDEO
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R.o1 Eltot. (Sohldul. A) 11)
2. Stookl ond londl ISch.dul. B) 12)
3. Clol.ly HMld Stock/P.rtn.rlhlp Int"r,"t (Sch.dul. C) 131
4. Hortgog.I/Not.1 Roe.lvobl. ISch.dul. D) (4)
i. C.lh/Bonk D,p.lltI/HII.. P.rlon.l prop.rty (Sch.dul. E) Ii)
6. Jointly awn.d prcplrty ISch.dul. F) (61
7. Tronlforl IS.hldu1. 0) (7)
I. Tctol AlI.to
.00
914.02
.00
...ll.
515.38
.00
3041265.70
(81
305,695.10
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funorll E.p.nl../Adolnl.trltlv. Co.t.1
Hh..Uln.ou. E.pon... ISohodul. H) (9) 6 ,419.47
10. D.bh/Ho"t_ L1obI1Hlu/LI.n. (Soh.dul. Il 110) 2,229&
11. Totol D.duotlonl III I
12. N.t V.lu. of TI. R.turn (12)
U. ChlrUoblo/O.vlrMWllltol B.quuto (Schedul. J) 1111
l~. N.t V.lu. of E.t.t. Subj.ot to T.. . (14)
NOTEI If on ......m.nt w.. i..u.d pr.viou.1Y, lin.. 14/ 15 .nd/or 16 .nd 17 will
r.fl.ct figur.. that includ. the tot.l of ALL r.~urn. .......d to d.t..
ASBESSMENT OF TAXI
11. Aoount of L1n. 14 to..bl..t 6X r.t. I1S1 297,046.22 R.D6' 17,822.77
16. A.aunt of L1n. 14 to.obl. .t liX r.t. 116) :!!!. N.li . .00
17. prlnclp.l T.. Duo 117) 17 ,&22. 77
TAX CREDITS I
pAYHENT
DATE
8,648.88
297,046.22
.00
297,046.22
RECEIpT
HUHBER
DISCOUNT (t)
INTEREST (-I
AHOUHT PAID
02-09-94
04-19-94
855B91
885980
890.36
.00
16,916.81
15.60
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
17 ,822 , 77
.00
.00
.00
. IF pAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY II DUI
A REFUN", SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIOKI.I
,\\Iij';'t,;~r"~n,i(''JI';''~,1''t.d4'-'' ".", c' i'
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E.tG~" of dtoldentl dV'lnt1' on or blfor, Dtcllllblr 12, 1982 .... if MV' future Intlrllt In the I' tat. 'I. trlnlf,rrld
In pa.....Jon or enJoy.."t to CI,.. . (Qolllttrln btntflallrb, of the cIeCle4tnt Ift.r the ..plraUon of M)I .,t,t, 'for
l1f. or for v.ar., thl Coe.onwetlth htrlbv l.pr,.'lv r...rYI. the right to ."rll.. Ind ...... trln.f.r InherltlnGl TIN~M'
It thl lewful ell" . (0011Itlrll) rlt. on any .uch future, 1ntar..t.
_01'
NOTtCEI To fulfill thl rlquh....nt. of Slotlon 2140 of the Inhtrlteno. and Eltate l,x Aot, Aot Zf of 1991. 72 P,I.
I,.tlon ZUO,
PAYMENT I DetMIl the top portion of thit HoUal end tubalt with your p.~"t tot.,. RIgltt.r of Will, printed on the rlv.r.1 .leII.
"H... '~k or ....~ arlltr p,.lbl. I" REGIRTER GF HILLS, AGENT
All P'VIIn~' rec.lvld .hlll flr.t b. tppll.d '0 anv tnt.r..t ~htch .ty be au. '11th '"V r..,lndtr .,pllld to ~hI tlX.
RC~UNO (CA)1 A refund of . tlX crecUt, wtllch WI' not r.qu..tld on"hI Tlx R.turn, I,.y be requ..ttd by co-..I,Ung an "AppllcIU,,"
for R.f~ of Pem.yIYIn!t Inhtrltano. end E,tttt TIM" (REV"15U). Application' Ir. IVIUlblt It tho OffiCI
of thl Rllhter of Wllh, Iny of thl 23 Rlv.nut Olltrict Offlcln, or b~ ClUing thl ',.0111 Z4ehour
an'Wlrlnt ,.rvlcl nulbtr, for for., orderlngl In Ptnn'~lvanlt l-aOOeS6Z"ZOSO, uut,ldt PIfWI'Ylvenll end
wUhln 10011 Htrrhburl artl (717) 717"1094, TOOl (717) 17Z"ZZSZ (Helrlnl "'Ptlred Only).
OIJECTlONSI Any p.r~v In Intl".t not IItilfled '11th thl .pprel..""t, eUowtne. or dh,UowtnC' of cktduotlon" Dr ......M1~ .
of tll( Unoludlnt dhoCK.,t or Int.rllt) II ,hown on thlt NotiCI lIU.t object within .bty (60) dlV' of recllpt of
thlt NoUo. bYI
"-~rltt'" protl,t to the PA D.p.rt.,nt 0' R.Vlnue, laird of Appell" DEPT. Z81021, Hlrrl.bur., PA 1712'-1021, OR
....Itatlon to hlVI the ..U.r dettr.lned It ludlt of tho 1CI0ount of thl Plraon,,1 rl9rt.ent.UvI, Ollt
....tppt.l to thl Orphtn,' Court.
ADIlIN
IITRATlI/I!
CORRICTlOHI.
FlClt~.l .rror. dl,oovlrld on thlt ......-.nt ~ld b. tddrl..ed In writing tOI PA Dtp'rt~t of R.venue,
lur.1U of Individual T.x.., ATTNI Po.t A.....alnt Revle~ unit, DEPT. 210601, Harrl.burg, PA 17121"0601
Phont (717) 717e6105. $" p." 5 0' tho boo+(llt "In.truction. for InherlttnCl. TIIC Aeturn for, Rllldent
~tdlnt" CREV-lI01) for ~ 'ICplenttlon of adllnl.tr.tlvlly corrlottble .rror..
tf env t.~ due I. p,ld ~Ithln thr.. (5) olllnd,r .unth. .ft.r the decldtnt" dllth, I flv. Plrc~t (IX) dlloount of
thl ttx p,ld II IUOtttd.
Intlr..t II chlrgtd bltlnnl", '11th flr.t dav of dellnquencYI or ntn. (,) eonth. end one C.) d'v frOl the dlt.,o'
dotn, to the d,t. 0' PIYHnt. TIXII which bee... rltll~t beforl JlnUlrv 1, 1912 bllr Int.rllt .t the rat. af
.IM (6X) plrcent Plr ennui clloul.tld .t I dlllv rltl of .000164. All tIIC.. which bee... delinquent on end ,ftlr
JtnUlr~ 1, 1912 will bllr Intlr..t ,t . r.t. which ~tll very frOl clllndtr vllr to cllendar v..r ~Ith thlt r.t.
announotd by the PA Dlplrt""t of Revlnue. ThI IPpll01b11 Int.r.'t r.t., far 1912 through 1994 Irll
DlICDUNl.
.INTEIlUT.
'!!!r Int.rllt R,tl O,IIY Intlr..t F.otor ~ In ter..t R,t. O,lh Inter lit FlNltor
I9IZ rox .00OS41 1916 lOX .000Z14
1911 16X .000418 1981 9X .0m41
1914 llX .000501 1918-1991 IIX .000101
1911 tr,X .000516 199Z 9X .000Z41
1991'1994 lX .0OOI9Z
utnt.rllt It o'lcul.tld .1 followll
INTEREIT . IALAHCE OF TAX UKPAID X NV"IER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
uAnv NoUCI IlIutd Ift,r the tlJC bMCMIII M1t~t wUl reflect tn Int.rllt c'lout.Uon to' f1ft,," ClI) ~V'
bevond the d.tl of tM .........,t. If p.Yl'lftt II Hdt .fte, thl Intlr"t O..,utlUon dati .hoNn on thl
NotIOI, 1dd,ltlonel lnt.r.,t .ult be o,louI.tld:
C P AU CORRESPONDENCE AND CONFIDEImAL TAX INFORMATION SHOULD BE DIRECTED TO:
o 0 NAME
R N
R 0
E E
S N TELEPHONE NUMBEA
- T 717 540-9170
1. Real estate (Schedule A)
2. Stocks and Bonds (Scheuule B)
3. Closely Held Sloek/Par1nershlp Intlllest (Schedule C)
4. Mo~gages and Notes Racolvable (Schedule D)
5. Cash. Bank Depo,ns & Mlscellanoous Porsonal Propeny
(Schedule e)
e. Jointly Owned Propeny (Schedule F)
7. Translera (Schedule G) (Schedule L)
8. TOlal Gross Assets (total lines 1-7)
e. Funeral Expenses, Administrative Costs, Mlscelleneous
Expenses (Schedule H)
10. Debts. Mo~gage Uabllltles, Liens (Schedule I)
11. Total Deductions (IOlal tines 9 & 10)
12. Net Value 01 estate (line e mnusllna 11)
13. Charttsble and Governmental BeqUastll (Schedule J)
14. Net Value Sub ecllo Tax llna 12 minus line 13
15. Amount of line 14 taxablo at 6% rate
(Include values tram Schedule K or Schedule M,)
18. Amount 01 line 14 taxable at 15% rate
(Include values tram Schedule K or Schedule M,)
17. PrinCipal tax due (Add tax tram line 15 and !rom line 16,)
18, Credlts/Sp Poveny Prior Payments Discount
+ 16,916,81 + 890.36
Ie. If line 161s greeter than line 17, emer the difference on line 19, This Is the OVERPAYMENT.
~ 0 ICheek here" you Ire requl9Ung I refund of your overpayment I
20. If line 17 Is greater than line 16, enterlhe difference on line 20, This Is Ihe TAX DUE.
A. enter the Inleresl on the balance due on line 20A,
B. entOf the lotal 01 line 20 Ind 20A on line 208, This Is the BAUNCE DUE.
Mlka Cheek PI I. to: R atar of Wills. ^ ant
,~ ~'BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH <I .' . . ":','(,,,q
Un4., p,nIUI.. of pIIJIlfy, I dte\.llllhlt I Mv. IUlmlntd thll "lurn,lnC:ludlng ,1Il;:;:ompany"1Q ,ch.clulu.nd .tatem,nll, .nd 10 lh, bU' of mv knowl.dgt and b'U.t, II II UUI,
corr.et and compl,lt, I d,el.l" thlt IlIt..l"tat. nil blln "por1.d _1tru. mark.l Vllu" O.cllratJon 01 ptlpt", otner th.n lh, p,,,onal 'Ip,..,ntlllv, I' bU.d on aUlnlorm.Uon 0'
which prlp.,.r hu IJ1V knowl.dg..
"
I
III
'.rjff~TuE8~i~,piI~Wc(~itf!l~e-.
POVERT"'CHF.OITI8Cu.MEOd~
FILE NUMBER
1'7
YEAR q LI NUMDOR
COMPLETE MAILING ADDRESS
SERRATELLI, SCH~ (, BROWN
2040 LINGLESTOIDl RD., #106
HARRISBURG PA 17110-9483
(I) None
(2) 914.02
(3) None
(~ None
(5) 515,38
REV.. Ill,() EX t(1'''''1
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
Remainder Return
(lor datll9 of death prior to 12-13-82)
Federal estlte Tax
Return Required
Total Number of Sale Deposll Boxes
, '
"I
cOM~m'h~1 'If..tltMl'~lANIA
"''''
HAAAI& ,PA 1712'''000'
cOUNTY CODE '
D(CEDENT'S COMPLETE ADDRESS
375 CLAREMONT DRIVE
CARLISLE, PA 17013
:1")
(6)
305,695.10
OEcEOENrs NAME (LAST, FINST. ANa M'OOLE IN'T'AL)
STONER, MABEL H.
SOCIAL SECURITY NUMBER
172.01.1746
X 1. Original Rsturn
CUMBERlAND
o 3.
o 5.
(11)
(12)
(13)
14
8,648.88
297,046.22
None
297 046.22
17,822.77
04.
[]] e.
0....
[:K]7.
UrrIlea estale
Future Interost Compronise
(lor dates of death aller 12-12-82)
Decedent Maintained a Uvlng Trust
(Mach a copy of Trust)
K ,06'
(18)
0,00 X.15.
0.00
(m
17,822.77
siD NATURE OF PERSON REsPONs,eLE FOR FIL'NO RETURN ADDRESS
~ ~ d~~f:~~:m~~g~:~~~:::~;~:~~:::::::::::::::::::::::
SIONATunf OF PAEPAREJTHJ' T\AN Rf,PRESENTATlVE ADDRESS
)1 !\ J; ,I _-~~:r.~~~.I.d9_~~f.f.~~..~_~Jl._qw._.._..........._
,>./' \ \" \ II~ /--- ?9.~q.hI.~9h~~},9_"!li.Jl..~"..~19L__................
ill;' "_'- \, ' HARRISBURG, PA 17110-9483
copyrlgtfC fe) 1891 fOlm ,ollw.,. only C,nl.r Pille. Sllllw,,,, Inc.
I
Decadent Died Testate
(Mach copy 01 Will)
o 8.
(18)
(19)
17,807.17
0.00
STEVEN J. SCHIFFMAN, ESQ.
R
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(6)
(7)
None
304.265.70
(20)
(2M)
( 208)
15.60
0.00
15.60
(9)
6,419.47
OATE
1/13/9,~
/ ~TE
':s~n /7'1
Form (AIVln"'I)
(10)
2,229.41
(15)
297,046.22
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS.
. . VIlS NO
1. Old ckloedent rn.ke I ~1ns11l1 Ind:
L retain the use C\r Income of the property transferred , . , , , , I , . . , ~ ' , . . . . . , , It , , , . , , I , . , , . " X
b. rlllln the rlghllo deslgnlle who Ihlll UHlhl propeny ~lne1orred or lis Income, . . , . , , , . . . . . .., , . . , , .. X
o. retaln I reversionary IntGrest or. , . . . . . , , . . . , , , , . . , . . , , , I . , , . . , , , . . . . . . . , . . . , .. X
d. recelvethepromlHlorlnlolohhorpeymenls,benefltsorelle?".."",....".,..,."...... X
2. 11 dellh occurred on or belere December 12, 1932. did decedenl wllhln lwo yew preceding dellh
~Insfer properly wI1houl receMng ldequlle conslderlllon? 11 dellh occurred II1Il1 December 12,
198:1, did deoedenl ~lne1er properly wllhln one yell of deelh wflhoul receiving IdequIle
co""derltlon? . , , , , , , . , , , , . , , , , , , . , , , , , . . , , , , . , , . , , . , . , , . . . . . , . , , , , . , , X
3. Old decedenl own en 'In 1IU11 fo( blnk ICcounlll hie or hor dellh? , , . , , , , , , , , . , , , , , , , , , , , , , . , . , X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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AIV - 1I0UXt 14-1'1
COM~N'll\lrrm;~~mor'N"
ESTATE OF
SCHEDULE a
STOCKS AND aONDS
I
FILE NUMIIR
MABEL H. STONER SS# 172-01-1746
11/30/93
muat be eIIaeloNd on Gohtdula F,
Penn Square Mutual Funds
(81.174 shares)
11.26
VALUE AT DATE
OF OEATH
914.02
DESCRIPTION
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TOTAL Also Inlor on line 2, Reo ltulallon
(II morl aplCI II needld, Insln addlUonaJ lheell OII1l1l\l8Izo,)
COPY'lgtlt jalllll form loflwlr. a,,'y O.nll, PllellloHw,rl, Inc.
. 914.02 .
Porm 1800 lohldult B IAI.. N81
RIV. "10 IK. 12-17)
COM~\l\l~~g~ANk\
ESTATE OF
SCHEDULE Q
TRANSFERS
PIeIH Prfnt or
FlU! NUMBER
MABEL K. STONER SS# 172-01.1746 11/30/93
nilS SCHEDULe MUST aE COMPLETl!D AND FIU!D IF nillANSWER TO ANY OF niE QUESTIONS ON PAGE 2 IS YES.
rrEM DESCRIPTION OF PROPERlY exCLUSION TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMSER '''l~~~a~~! J~"~ ~~~!~ !~~~!!!'!:l~ ~..'~~.. OF ASSET %INT, DECEDENT INTEREST
, I I. tnf,
1 Agreement of Trust-Kabel H. 304,265.70 00.00. 304,265.70
Stoner
(See Attached Accounting)
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TOTAL rAlso entM on line 7, R80aoltulatJonl I 304,265,70
(II more epICele needed, In8l1l1 additional aheeta of eama elle,)
COPyftgM(CI1III form 10fl.I" only C,nt., PI.el8olt.I'.. Ino.
porm 1500 e,h'd.I, 0 (ROY. 2-,"
AIV-lIlt1X.I....1
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCF.LLANE'OUS EXPENSES
Ple_ Print or
FIll! HUMBER
COM~UIl11~~W,wwANIA
I!STATE OF
MABEL M. STONER SS# 172.01-1746
ITEM
NUMBER
A. Funll'lll!xptnl":
1 Musselman Funeral Home
11 30 93
DESCRIPTION
AMOUNT
I
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I
4,861.00
75.00
2
James. R. Gingrich
(Lettering on Marker)
3
John Plowman
. (Re imbursement for Funeral Luncheon)
293.00'
B. AdmlnlltraUvl Colli:
1. Penonll Reprasenlltlve Convnlsslon,
SocIIl SIlcurl1y Number at Personll RepresenllUve: 206.32-1378 "
Yell Convnlsslonl plld _
2- Anorney Fee. 1,'000.00,
,
3. FlIl1Ity Exempllon
Clllmanl RellUonshlp
Address of Clllmanl II decedenr. dellh
Stree1 Addrllll8
CIIy Stale ZIp Code
4. Probale Fees 64.00
C. MlaclllanaouaExptnHlI
1 Cumberland Law Journal - Advertisement 40.00
2 The Sentinel - Advertisement ,75.72
3 Wenda Plowman (Executor Expanses-Postage, Notary) 10.75
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TOTAL Also enter on line 8 Reo I1\JlaUon
(II mort IpllCt II needed, Inlen addlUonllsheels, at same size,)
Copyrlg""oI1..1 for", .olhlt'.,. onl.,. C:.nt., Pl.et lottwllt, tno.
.
6419.47
"IY- "lUX. 11-171
COMI1.\l\l~{\W~ANIA
1!8TAT\! OF
SCHEDULE J
BENEFICIARIES
HABEL M. STONER
ITEM
NUMBER
SS#172.01.1746 11 30 93
NAME AND ADDRESS OF BENEFICIARY
fILl! NUMIII!R I'
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AMOUNT OR I
RELATIONSHIP SHARE Of ESTATE I
Daughter 0.20
Daughter 0.20
Son 0.20
Daughter 0.20
Daughter 0.20
A. Tax<<bIe AeqUISt8:
1 Janet Dicks
503 SE 7th Avenue
Deerfield Beach, FL 33441
2 Gretchen Williams
82 Key Haven Road
Key West, FL 33040
3 James A. Stoner, Jr.
519 S. Middlesex Road
Carlisle, PA 17013
4 Wenda L. Plowman
1186 Creek Road
Mechanicsburg, PA 17055
5 Gail Ann Stoner
121 E. Marble Street
Mechanicsburg, PA 17055
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
e, Chll11AbIe <<nd GOY8Inment<<l Bequ_:
AMOUNT OR
SHARE Of ESTATE_
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TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS Also enter on line 13, Rooe ItulaUon
(If more IplCel. needed, Inlert addlUon<<l sheel' 01 lame IlZe,)
Copyrlghl(OI '''1 form IDllw.,. only c.nl., PI.OI Softwar,. InCl.
0.00
.
FOIm 1800 I'h'd." J I~'Y, 1-17)
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STAn: OY PINlSYLVANIA l
CXWlY OFA.fk...f~)
99,
0\1 this ",'0 t4 day of July, 1983, before I1Il a NotAry Publio,
personally appeared Mabel M. Stoner, ~oee IllI118 is subscribed to the' within
instrurent, and ackmwlodged that she executed the S8I1l9 for the O\lr1)OSS
'therein contained.
IN.WI'llIESS WlIlillroF, t hersunto Het my hand and notariat s841,
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My Camiission
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10 Unit.
Penn Square lIutuol FUnd,
AMerican ,Tehphene ."d T.hsuph ,Cempany, C~"'.n
Th. Corporate Inca... Fund
200 Sh....
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25,000 Unite
Hutten Utility Truet
$!O,OOO.
nouphin nepellt Sank .nd Tr"et Company, 15.30X Income
Certlllcato due 5/9/S4
na"phln nepoelt Sa"k and Tru't Company, 16.30X I"como
Certlficato due 3/25/84
Flut Federal SoYlns" ond I.oan A..oclatlon, 15.80X Varlnbh Rote Cert'lllcat~
duo 217/84, .howlns,a balance of $6,045.83
$15,OUO.
,Proceed. 01 nouphie neposlt n.nk In."r.d lIo"ey lIork'et Fund Account
lt~. 94,.038.716
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I, Habel H. Stonor, of the Borough of Lemoyne,
Cumberland County, Pennsylvania, hereby make this my (,ast
Will and Testament and hereby revoke all Wills and codicils
made by me heretofore,
FIRST, I direct my Executor hereinafter named, to
pay from my Estate all my just and lawful debts and the
expenses of my last illnesa, funernl and interment.
2ECONO. I give, devise and bequeath my entire
Eatate whether real, p~rsonai or mixed and whereaoever
situate unto my husband, James A, Stoner, should he survive
ma uy ninety (90) days.
TIIIRO: In the event thet my husband, James A.
Stoner, should predecease me or fail to survive me uy ninoty
(90) days I maks the following di.position of my E.tate, I
give to each of my children those gifts that they have given
to my hu.uand and myself during our lifetime. I have made a
list of the gifts I refer to and the individuals involved,
which I Sol delivering to my Executor with instruction to my
Executor to deliver the same to the perRons involved, Tho
rest, rooidue and remainder of my Estate shall be given to
my children who survive me hy ninety (90) daya in equal per
stirpes 9hareA,
,~':'"
p~y over the'net income and the principal to the partiee
herein deeignated, ae their intereeta mey appeer, with out
regard to any attempted enticipation, pledging or assignmsnt .
by any beneficiary under the Truet, and without regard to
any claim therato or ettempted lavy, attachm.nt, geizure or
other process againet 9aid beneficiary.
--..... '
FIFTH, The TrU9tees shall posaees, among others,
the follOWing powore:
(a) To vary or to retain investmants, when deemed
deeirable by the Truetees, and to ,invest in such bonds,
9tocks, notes, real os tate mortgages or securites or in 9uch
other property, real or per90nal, a9 the Trust.es shell deem
whe, without being r.stricted to 90-ca11ed "legal invest-
ment9", and without being limited to any statute or rule of
law regarding inves tments by fiduciaries.
"
(b) To 8ell, either at public or private sale and
upon such terms and conditions as the Trustees may deem
advantageous to the Trust, any or all real or personal
as tate or lnteres ts therein owned by tho Trus t severally or
in conjunction with other l,el'sonA, and to conaummate 9aid
sale or sales by sufficisnt deeda or other instruments to
the purchaser or purchasers, conveying a fee simple title,
free and clear of all trU9t and without obligation or
liability of the purchager or purchasers to see to the
app lioa,tion of the pur.chase money or to make' inquiry into
J
Page J of 5 'agen
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the validity of said sale or s~lasl also, to make, execute,
acknowledge and deUver any and all deede, assignmente,
cptione or other writings which lI1ey be necessary or desirable
in carrying out any of the powers conferred upon the Trustees
in this paragraph or elsewhere in this instrument.
(c) To mortgage real estate, and to make leases
of real eSI;ate extending beyond the terms of t.he Trus t .
hereunder,
(d) To borrow money from any party, including thc
Trusteea, to pay indebt~dnege of the Trust, and taxes, end
to 8ssign and pledge assets of the Trust therefor,
(a) To pay all costs, taxes, expenees and chargee
in connection with the administration of the Trust, includ-
, ing a reasonable compensation to agents.
(f) In the discretJ.on cf the Trustees" to unite
with other owners of 9imUar property in carrying out any
plans for the t'scrganization of any ccrporation cr company
whose securities form s part of the Trust.
(8) To vote any ahare" of 9took which form a part
of the Trust.
(h) To assign to and hold in the Tru"t 8n undivided
portion of any asset.
Palle I, of 5 Pag
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COMMONWEALTIl OF PENNSYLVANIA,
SS. I
COUNTY
OF
OAUPllIN I
NER, t~I1IIA .'/LI/11_lJ4.JiJ
nnd \ ..,/- ,the Tea tatrix and the,
witnesoes, respectively, names are signed to the
attached or foregoing inatrument, being first duly oworn, do
hereby declare to che undersigned authority that the
Testatrix signad and execueed ehe instrument aa her Last
Will and that she had signed willingly (or willingly
directed snocher to sign for her) and Chat she executed it
as her free and voluntary act for the purposes therein
expressed. and that each of the witnesses I in the presence
and hearing of th~ Testatrix signetl the Will and that to the'
best of their knowledge the Testotrix was at that time,
eighteen (lB) years of age or older, of sound mind and under
no cons traint or undue influence.
,
~rl " I" ~ IT? _8-~~. 'IL-
d'~J:LI~fd
(1:'~_tL--,;J~ V1~)"-
Subscribed, sworn to and acknowlsdged before me by MABEL M.
STONER, tIe Testatrix end subscribed s~d~orn to be~re ;) c(.~
ms by I ~Lfl.~ I I ~ snd tl t~e.L, :. \:J1.;\ :~.
witnesses, this --1..L day of J/I &1 , 19 )6 , .
-cl I -
/.0f/)il1~/11 - ft),Y//J;( flYI n,-dJ
tI~ NotaryPUb'rfb
,
My Commission Expirss,
llNM AlIlI MfUlllt, tllll", Pt,bllt
HlrrltHfQ, Dallrlll" Co., PI.
M, (""II1I1\lon 1'1'11/11 May 2~, 1912
~ J ~
r
ESTATE SETTLEMENT AGREEM~,
This Agreement is made this g+h day of .LV(7lJt'1'/I be R--
1993, by and among Wenda L. Plowman, Executrix of the Estate of
Mabel M. Stoner, deceased (herein referred to as Executrix), and
Wenda L. Plowman, Janet M. Dicks, Gretchen Williams, James A.
stoner, Jr., and Gail A. Stoner as residuary beneficiaries of the
said estate (herein collectively referred to as the beneficiaries) .
In accordance with their desire that the administration of the
Estate of Mabel M. stoner be terminated without the expense and
delay of a court accounting, the parties hereto, in consideration
of the mutual covenants herein expressed, and intending to be
legally bound hereby, agree that:
1. The Estate of Mabel M. stoner, who died November 30, 1993,
is now in the process of administration, Letters Testamentary
having been duly granted to the Executrix by the Register of Wills
of Cumberland County on January 10, 1994.
2. Under the provisions of Mabel M. stoner's Last Will and
Testament, her residuary estate was given to the following
beneficiaries in the fractional shares set forth opposite their
names l
Wenda L. Plowman
Janet M. Dicks
Gretchen Williams
James A. stoner, Jr.
Gail A. stoner
1/5
1/5
1/5
1/5
1/5
3. The parties acknowledge that the Executrix has received the
assets and made the distributions as set forth in the First and
Final Account of the Executrix, a copy of which is attached hereto
and made a part hereef, and the parties approve the said Account in
its entirety.
4. The parties hereto agree that the remdining balance of the
estate assets shall be diatributed as set forth in the Schedule of
Distribution, a copy of which is attached hereto and made a part
hereof, including distributions of all legacies and dev lses as
therein set forth. Without intending to limit the rights or
remedies of the Executrix, the parties further agree to indemnify
the Executrix and save the Executrix harmless against all
liability, loss, and expenses (including, but not limited to, costs
and counsel fees) which the Executrix may incur, whether due to the
Executrix's negligence or otherwise, as a result of making the
above-described distributions without a court audit.
5. Should any proper liabilities of the estate, whether for
taxes or otherwise, arise or come to the attention of the Executrix
or any of the parties hereafter, the beneficiaries agree to be
jointly and severally liable therefor.
6. 'l'he parties, and each of them, he,reby forever fully
release, compromise, settle and discharge any and all claims,
demands, actions or causes of action, legal or equitable, absolute
or contingent, vested or hereafter to accrue, which any of them may
have against any other party hereto or against the Estate of Mabel
M. Stoner or the Executrix thereof, by reason of any matter, cause
or thing growing out of or relating to any property or assets of
the said estate, or growing out of or relating to any act of the
Executrix in her administration of said estate, even if
attributable to negligence, and agree that any period for the
limitation of actions for the oollection of any erroneous
distribution or distributions shall commenoe only at such time as
the Executrix shall have obtained actual knowledge of suoh
erroneous distribution or distributions and that in no event shall
the pedod for oollection of any erroneous distribution or
distributions be less than two years after the aotual disoovery
thereof by the Executrix.
7. The parties agree to execute suoh additional releases as
the Exeoutrix may submit to them in order to oonfirm their
disoharge from any further liability to the parties in oonnection
with the said estate.
8. This Agreement may be executed in mlll tiple counterparts and
when so executed, shall be binding upon all the parties, and their
respective heirs, next of kin, personal representatives and
assigns.
IN WITNESS WHEREOF, the parties have hereunto set their hands
and seals the day and year first above written.
I L~-1,ld A. ,X gU??..dAJEAL)
~E~DA L. PLOWMAN, Executrix of the
Estate of Mabel M. stoner
/<-Je '- / Qrt{/Tu<A
WENDA L. pr~WMAN, BENEFICI
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GRETCHEN WILLIAMS, .
BENEFICIARY
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'" IN THE c::OURT OF COMMON PLEAS
OF'CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
No. 1994-00017
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FIRST & FINAL ACCOUNT OF,
WENDA L. PLOWMAN. EXECUTRIX OF
THE ESTATE OF MABEL M. STONER
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Date of Death: November 30, 1993
D~te of Exeoutrix's Appointment: January 10, 1994
,Date of First Complete Advertising: February 4, 1994
Aooounting for the period: November 30, 1993 to September 15, 1994
Purpose of Aooount: Wenda L. Plowman, Exeoutrix offers this aooount
to acquaint interested parties with the transaotions that have
ooourred during her administration.
It is important that this aooount be oarefully examined. Requests
for additional information Ol' questions or objeotions oan be
disoussed with:
Steven J. Sohiffman, Esq.
SERRATELLI, SCHIFFMAN &
BROWN
2040 Linqlestown Rd., suite 106
lIarrisburg, PA 17110-9483
(717) 540-9170
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PRINCIPAL RECEIPT~
Insurance Proceed~
1. The Fidelity Mutual Life Insurance
Company (Insurance Proceeds)
INSURANOI PROOIIDS TOTAL.
stocks & ~1ID5li
1. Penn Square Mutual Funds
STOOKS , BONDS TOTAL.
Suhseauent Receipt~
1-3-94
PEBTF
Medical Reimbursement
Dauphin Dflposit
Payment of Attorneys1 Fees
PEBTF
Medical Reimbursement
1-28-94
4-5-94
4-7-94 PEBTF
Medical Reimbursement
7-14-94 Department of Revenue
Refund
8-3.-94 PEBTF
Medical Reimbursement
Payment of Inheritance Tax OWing on
Penn Square Mutual Funds
SUBSIQUBNT RBCIIPTS TOTAL'
TOTA,. PRINOIPAL RIOIIPTS'
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Ourrent Valu" Fiduoia~
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2788.96
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In Kinl1
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2788.96.
914.02.
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52.50 '
75.26.
110..16.
280.QO
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Fees , commillions
Serratelli, Sohiffman &
Brown
Feesl
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1474.16
OUBTOTALI
1474.11
TOTAL, DISBURSEMENTS:
17U.97
TOTAL REOBIPTSI
LESS' TOTAL DISBURSEMENTS I
,
3401.01
17'1.17
AVAILABLE FOR DISTRIBUTION:
1634.04
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COMMONWEALTH OF PENNSYLVANIA I
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COUNTY OF ~~ I
theflll' day Of~ , 1994, be'fore me,
the undersigned officer; personally appeared
Plowman, known to me (or satisfaotorily proven) to be
whose name is subsoribed to the within instrument, and aoknowledged
that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set m ha and official seal.
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On this,
Public,
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Mabel M. Stoner
Date of Death:
11-30-93
Will No.
1994-00017
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans I 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
oompleto:
Yes ____
No~
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: No"...mlwr 1. 1 qq4
.
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
acoount with the Court? Yes No ____
b. The separate Orphans' Court No. (if any) for the
personal representative's account is:
c. Did the personal representative state an aooount
informally to the parties in interest? Yes No ____
d. copies of receipts, releases, joinders and
approvals of formal or informal accounts may be f 1 with the
Clerk of the Orphans' Court and may be ttach 0 report.
Dated: i./r IN
/ I
Steven J. Schiffman. Esa.
Name (Please type or print)
2040 Linglestown Rd., Suite 106
~isburg. PA 17110-9483
Address
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Capacity:
(717) 540-9170
Telephone Number
Personal Representative
x Counsel for Personal
Representative
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
MABEl, M. STONER
Date of Death: _____---11-30-93
Will No. 1994-00017
Admin. No.
Pursuant to Rule 6. 12 of the Supreme Court Orphans' Court
RUles, I report the following with respect to oompletion of the
administration of the above-captioned estate:
1. state whether administration of the estate is
oomplete:
Yes -1L- No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
oomplete:
3. If the answer to No.1 is Yes, state the fOllowing:
a. Did the personal representative file a final
aooount with the Court? Yes No --X-
b. The separate Orphans' Court No. (if any) for the
personal representative's account is:
, o. Did the personal representative state an aocount
informally to the parties in interest? Yes --X- No____
d. copies of reoeipts, releases, joinders and
approvals of formal or informal aooounts may be filed with the
Clerk of the Orphans' Court and may e att ohe to this report.
Dated: 1/11'1/?'1
, , ,
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Name (Please type or print)
2040 Linglestown Rd., suite 106
Harrisbura. PA 17110-94~__
Address
: '
1717l 540-9170
Telephone Number
Personal Representative
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Capacity:
--
x Counsel for Personal
Representative
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