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Home My WebLink About94-00988 <-.---. PETITION FOR I'RODA TE and GRANT m' LETTERS .9.1-'N - Qf.f Willinm S. Wgavcr No. To: Estate oJ also known as _ Reglsler of Wills for Ihe ,. lJecea"ed. Counly of Cumberlnnd In the Social SWlrlly No. 174-05-077" Commonwenhh of Pennsylvnnln The pelhlon of Ihe undersigned respeelfully represenls Ihlll: Your pelhloner(s), who kll'lIre 18 years of IIge or ulder IIn Ihe eseenl rices nnmed In the Insl will of the nbove deccdenl, dilled April ~ , 19.2!t.- nnd codlcll(s) dnted none (Ilalt relcyanl clr""llulimcc~. (',I, rcnunclatloll,llCBlh ur ("(('('UIOf, dc.) Dccendent wns domiciled nl denlh In Cumberlllnd County, Pennsylvnnla, whh ~ is Inst fnmlly or principal residence III Church of God Home. 80 I North Honover Street. North Middleton Townshi". Cumberlnnd County. PA (Ii" m<<l, number and lIIum:lpalll)') Decendent, then 77 years of age. died November 10 , 19 94 at Church of God lIome. Carlisle. PA . Escept as follows, decedent did nOI marry. was nOI divorced and did nol have 0 child born or adopted after esecutlon of the will offered for probate; was not the vlcllm of a killing and was never adjudicated Incompetent: none Decendenl at death owned property whh estimated values as follows: (If domiciled In Pa.) All personal properlY (If not domlelled In Pa.) Personal property In Pennsylvanln (If not domiciled In Pa.) Personal property In County Value of real estate In Pennsylvania shuated as follows: None $ 30.000.00 $ $ $ WHEREFORE, pethloner(s) respeclfully presented herewith nnd Ihe granl of lellers theron. requesl(s) Ihe probate of the last will and codlcll(s) testamentnry (1("lamentnr)': mJmlnl'lrUllnn c.I.a.; administration d,b.n.c.l.a.) i~ d i~ Ii! . .v 16 Ilack Streot. Plainfield. PA 17081 (717) 243-3651 1793 Illack Gap Rood. Favetteville, PA 17222 (717) 352-3876 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH 011 PENNSYLVANIA } l:lS COUNTY 010' CIIHIlERLANIJ The pethloner(s) above.named swear(s) or arnrm(s) Ihal Ihe slalements In the foregoing petlllon are true and eorrecllo Ihe besl of the knowledge and belief of pelllloner(s) nnd thnl ns personal represen- latlve(s) of Ihe above deeedenl pelhloner(s) will well and Iruly admllllsler Ihe estnle according to law. /1 ~ Sworn 10 or nrrlrmed and subscribed. . ~ '" beforeNB~ I hE 18TH. 9 d9n~ of il rbo rll f in i' '..u-' t . Sondro H. Win erd ;: L EW I S Register ~ . ~.._'10.._ i No, 21 - 94 - 988 l , . ~ Estate of William S. Woavor I Deceased . ! DECREE OF PROBATE AND GRANT OF LETIERS FEES Probate, Lellers, Ete. .....,... $ 60.00 Short Certlncates(2) .......... $ Ii .nn Ren~nclatlon ................ S x- ages S 6.00 JCP 5.00 TOTAL _ $ 77 .gO Flied.. .~PX~~~~.~ .?~.t. .1~~.4............ David P. Perkins, Esquire #34342 A1TORNBY tS~. Ct. 1.0. No.) MARK, WEIGLE AND PERKINS 126 East KinR Street ADDRESS Shippenaburg, PA 17257 (17) 532-7388 PHONB AND NOW NOVEMBER 23, 19~,ln consideration of the petition on the reverse side hereof, satisfactory proof havlns been presented before me, IT IS DBCRBED that the Instrument(') dated APril 5 , 1994 deseribed therein be admitted to probate and med of reeord as the last will of William S. Weavor and Lellers Tostamentary are hereby sranted to Barbaro A. "effloUnRor and Sandra H. WinRord Will Book' Page 7JJ)1l{f (i! ~ /~ ~ {Jm~ & . Rellll.. of will. . 7 (j MARY C. LEWIS (") (") ,.. , '-', . " .- "7fj - , , ~I' VI 0 ....:1 . , .; -~ ,-, ;::":1 Letters and order put in attorneys file in Prothy. on 11-23-94. 1110'''''1111\'''''' Thi~ i... III l't.rrif)' Ih.u till. illllJllII.llillu Iit'll' .L:iHIlI~ llllltlll)' i"Hl'll'd 111l1ll .tllllri.l!ill.d Ll'llili~.ltt. III dl.,ltl., dilly rill'd wilh 1.1H.'.d Hl'gilllr,lr Till' III iAin,11 fl'rlilir,llt' willlw 1111 \V.arlit.d It I 1I11' ."""Il' Vii,.! H( Lllld.. (Ulit l' Ill! pl'fln.llIlIlI 1111Il}..:. WARNING: It II IIlogol to duplfcato Ihll copy by photoltnt or photograph. Fl'l' (or ,hi" ll'llific,ilt., $1.00 2665725 ------N,;:-- ---.--.-- me ,IS ~.~~f~~~~~~ I.(H..II nc.'J.li~trilr /lOV. , 2 1994 D.lle ",...,.,"" .., CO.....ONWULTH 0' PlHNIYLYANIA' DIPAnTYINT 0' HI.nTH . VITALAICORDI CERTIFICATE OF DEATH 'W."'_" 1OC1Alo.."""'rt' " L 174 - 05 -0772 - - Wia:....d DI ,t..6i .............. - ~.. ...... ,,,0 =:::::::=: IoI(n..".ItAUI'.."""'1'I_"~ Ruth M. "U1plr '"" '" .. ~_... William S. Weaver ,. . -...- 12/20/1916 ...... .....,...,.~ Carl1slo, PII 77 ,... ,J\ North D.lnberlMd ..-:~.~=::r Loam>ti va Ell inccr PII Railroad DtQDI.W4MoI.DOIII".......~...,.c.- 0IC101111 801 North Hanover Str. :r':-Id ...- tt. Catlislo, PA 17013 011__ ..-tlIII........'....--.l.. Richard P. Woavor Barham II. "efflcfin r ......ria c-(J ,......._.....0 c...~ ,........ PII ,.. ...- 11/14/1994 FD 012633 L .ow........ ::"0 .- -. Whits _N. - --~-- e ... 61 . e . 17081 ....-. Weatm1nster Caretery ~!;:g rot ra la... .......... I: .. I -.. " ...............10 moo....... -. \Y ...... - 0 ...0 _0 - 0 o .Clt-..n' -...- Corlisls, PII 17013 Funeral Ilansl Carlisle, PII 17013 IT ...0 NJll - -- I--~ ---..-.... ...r..............-........-rTl 1",," ,r, ........... ......-. -- - .....- c:....._... "'--' o o o JIoICI 1tUUfl.."''-'t......................'' -"- ... ... . - - C&IIl,,,,".o-.__ .eun......"".ICI...........___,_..______........~____,.)t ......""'.....-.-...,....____....._.,__..11II.... .................................................... " 'r c -AHlJC.II'.,..,...."'"IOCI'..""'-_,...~-........_(-.....,_"'_, .....""'.....,.....................,.....-.-. ..........--.......-.,......-.......... ....DC&\ 11&l11"'IVCOIIDHtfl OIl-..........___"".l...._.III..,..............lIIMWft........-.............flIH............I.............I..... _..11....................................................................................,..,............... '" Ia..\~\ .cl ...0_ 110 - -v' o " ~~F~~0:,1112~t~tttt~~rtrtg~1ri1{~Jie~1~Yf€ ~{\f!fif~r:-tj~'~~Xt~~~~~~~~~1r:5e~~itt .. ~ -,--- i/ :~:,! --,- ".?:j~~~;, ;:"~\'\~' ~,. BB6 - 116 - L2 I. " " y: ,? ,., . , "":-" 1; LAST WILL AND TESTAMENT I, WILLIAM S. WEAVER, of the Church of God Home, 801 North Hanover Street, Carlisle, Cumberland County, Pennaylvania, 17013, being oC sound mind, memory and dispoeition, do hereby make, pubUah and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. !::!W: . I order and direct the payment of all my juat debts and Cunaral expenses os soon os may be convenient aftor my decease. SECOND. I give, devise and bequeath all my estate, real, personal and mixed, whatsoevor and wheresoever situate, in equal shores, to my beloved daughters, BARBARA A. HEFFLEFINGER, of 16 Back Street, Plainfield, Pennsylvanis, and SANDRA M. WINGERD, of 1793 Block Gap Road, Fayetteville, Pennaylvanis, 17222. !!!!!!!? . I nominate, constitute and appoint my daughters, BARBARA A. HEFFLEFINGER and SANDRA M. WINGERD, to be the Co-Executrices of this my Lsst Will and Teatament. FOURTH. I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, WILLIAM S. WEAVER, hove hereunto sot my hand and seal to this my Last Will and Testament .J' this 5th 'day of April ~'P'("""'vr'd994. / . ...-v o4t--I (Ji.:"C'~/- ( (SEAL) MARK, WEIGLE AND PEAK INS _ ATTORNEY! AT LAW - tatl EAST KINO STREET - 5tllPPEHSDURO, PA. 173&7 This instrument was by the Tostator. WILLIAM S. WEAVER, 011 the date hereof, signed. publiHhed snd declared by him to be his Last Will and Tostament, in our presence. who at his request and in his proaence and in the presence of each other. we believing him to be of sound and diHposing mind end memory, have hereunto subacribed our names os witnsasas. CJMC:~l~ ~ go."L;t 0<. MeL!A.-- COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I. WILLIAM S. WEAVER. the Testator whose name is signed to the foregoing instrument. having been duly qualified according to low. do horeby acknowledge that I signed and executed the instrumont os my LBst Will; that 1 signed it willingly; and that 1 signed it as my free and vOluntarr~'oc;t' for. tl!':LPurpose,B thsrein expressed. 't.. .c;........I..... l ..".c-;o./..r..{<...'.. ,.< Sworn or affirmed to and acknowledged be foro me by WILLIAM S. WEAVER, the Testator, this 5th day of April . 1994. ~L fI- ~ NOTARIAL SEAL THOIlAS A. HAlIllTON. NOTARY PUBLIC CARLISLE BORO. CUIIBERLANQ COUNTY PA MY COIlIlISSION EXPIRES JULY 7. ISST MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW _ 1215 EAST KINO STREET - 5HIPPENSBURO, PA. 17257 I I':.. ,. I . ~,~ f' ~ ~." ... ~;':.r .:. COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF ClIHBERLAND We, ~C?~ and 9a,u;t d, ~ the witneBBeB whoBe names are signed to the foregoing inBtrument, being duly qualified according to low, do depose and say that we wers present and Baw WILI,IAM S. WEAVER, TeBtator, Bign and execute the in8trument os his Last Will; that he signed willingly and that hs executed it sa his free and voluntary oct for the purpossB therein expresBed; that each of us in the hearing and sight of the Testlltor Bigned the will liB witnesses; lInd that to tho best of our knowledge the Testator wlla at the time eighteen (18) or more years of age and of aound mind and under no constraint or undue influence. c:J)c~ 90...4 d. M.-..v...... thia 5th dllY of Apr 11 . 1994. --J:L 1/.(/'L4 NOTARIAL SEAL . THOMAS A. HAMILTON. NOTARY PUBLIC , CARLISLE BORa. CUMBERLAND COUNTY PA , MY COfo!lIlSSIDN EXPIRES JULY 7. 1997 ;;;, ,~. . .. MARK. WEIGLE AND PERKINS _ ATTORNEYS AT lAW _ 128 EAST KINO STREET - SHIPPENSUURO, PA. 172117 "-,: ,-,_.-"y '~ " ,~' .' III -it,: ~ ~ ~ ~ ~>' ~",,,. ,"~'i:' , , ~ ^' _'./1",' ",-:',~ ''''-', ",;:;; ,-. , ,',<- '\..~+ ." ,~ h . :-t{i~ ~'.; ,', jAf', l. '.; ,.." __;.'i -,'," '..',. ,-I, '.. J \ . d' It c. IN RE: ESTATE OF WILLIAM S. WEAVER, laIc of the Township of North Middleton, Cumberland County, Pennsylvania. deccascd IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NUMBER 2194-0988 CERTIFICATION OF NOTICE UNDER RULE 5.6(11) Name of Decedent: William S, Weaver Dote of Death; November 10. 1994 Will No, 2194-0988 To the Register: I certifY that notice of beneficial interest required by Rule 5,6(0) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 29, 1994: Barbam A. Heffiefinger 16 Bock Stree1 Plainfield, PA 17081 Sandra M. Wlngerd 1793 Block Gap Rood Fayetteville, PA 17222 No1ice has now been given to all persons enti11ed 1here1o under rule 5,6(11) except NONE. November 29, 1994 Signature ~ ~ ~ Name: David P. Perkins, Esquire Address: MARK. WEIGLE AND PERKINS 126 East King Street Shippensburg, PA 17257 V,' ""n:) V . 'I~ Telephone: (717) 532-7388 ~'-J :: l ~_; I--:J In", 1. Capacity: Personal Representative r;' X Counsel for Pcrsonal Representative " II 0.1 MARK. WEIGLE AND PERKINS - ATTORNEVS AT LAW - t2a EAST KINO STREET _ 5HIPPENSDURO, PA. '7257 f: ~. COMMONWEALTH Of PENNSYLVANIA COUNTY Of CUMBERLAND } Ul '. 1:.: , ;'-, Ilarbnra A. Hefflefinger and Sandra N. Wingerd b.lng duly sworn .ccordlng to I.w, dOp0101 and ..y. th.t th.y arc the Co-Executrices of tho E1t.t. of William S. Weaver I.t. of __ti",rth.ll~.~!!!.eJ:_'!!!.J,!wnsh.~p_ , Cumb.rl.nd Counly, 1'.., d.c....d .nd th.t tho wllhln I. .n Invenlory m.d. by Barboro A. Hefflefinger &.~dra M. Wing~.~. sold Co-Executrices of tho .ntlr. OIt.l. of Slid d.c.d.nt, con.l.llng of .11 the p."on.1 pro".rty and reol ....1., ..c.pt r..1 ....t. outsld. Ih. Commonwealth of P.nn.ylv.nl., .nd th.1 tho flgur.. oppo.lt. ..ch It.m of tho Inv.ntory r.pr'lOnt 11'. f.lr v.lu. .. of Ih. d.t. of d.c.d.nt'. d..th. + 'J, +'. 1:\ .i,~ " r f', ''''~ .'.; .~; t ;:i , :I{' rf 'c,. 19 95 ~ Sworn to .nd .ub.crlb.d b.for. m., , . c5~~;;~ ~~ E. cu. Barbaro A. Heffl 16 Bsck Street Sandra M. Wingerd 1793 Illack Gap Rd. c " NoIaria/Seal David P. Perkins. NoIaIY Public Sh~nsburg Boro, Cumberland Counly My Commission Explres Oct. 28. 1997 Member. Pennsylvania A~?flion 01 Nolaries O..th DIY Pin infield , PA 1708 I Addr... Fayetteville, PA 17222 ,-' O.t. of November Month 1994 Vu, INSTRUCTIONS I. An Inv.ntory mu.t b. fll.d within throe month. .fler .ppolntm.nt of p."on.1 r'pr...ntatlv., 2. A .uppl.m.nt Inv.nlory mu.t b. m.d within thirty day. of dl.cov.ry of .ddltlon.1 .".... 3. Addltlon.1 .h.... m.y b. ....ch.d .. to p."onalty or ro.lly 4. S.. Artlcl. IV, Flduclorl.. Act of 1949. i- ~ .c III ~ .. ...; l< III 8 0 .... ~ W l< E-< I> :l .. w C" ~ l- I> 00 ~ g ~ <l " III 00 ... 0 U I> W 0'0 0 ~ ... " ....'" 'i' ~ w .. C '" . j; ~ .... ~ III i~ .... ... ... u. . 'to .,; ~ 0'0 U. ...~ 0 ~. 'to ... I W .... = .... 0 ~~ m ;:E; i- l< <~ N ~ .. o c .... .c c '" .... ... " H - II> Z .... l< t3 . ~ 0 III < .... 0 .... '" z ... ~ :z: -a c 'to . - .. .... ~ -;: > 0 " .. .., ." oW l'l " E 0 - I> .. 0 ii: 0 ... CD Invenlory ollhe real and personal eslale 01 Williom S. Weaver deceased Accrued intereat to dote of death 6,575 06 2 80 5 36 114 10 15 44 10 51 2,075 00 1,000 00 40 01 2,000 00 20,000 00 Farmers Trust Checking Account 011-92167 Belvedere Medical Corporation - refund 11-4-94 Capital Illue Cross - refund 11-16-94 PA Illue Shield - refund 11-26-94 Ilelvedere Medical Corporation - refund 12-8-94 Church of God Home - refund 12-8-94 Duncan & Otto - release of 9-15-94 real estnte settlement escrow funds 1-17-95 Church of God Home - close out of peraonal account 1-18-95 Mary Ilelle Weaver Estate - family exemption paid 1-23-95 Mary Ilelle Weavsr Estate - residuary beneficiary shore -to be received 31,838 28 ~- ,,' .. , I"j ('. , U:,. . , , ., ~;! ;:J 00 '[~Il00:"II"1 ~~~- J INHERITAN~;~~~'~;T~~~. ~ RESIDENT DECEDENT COMMONW['"HO'''NN''IV''''' lTO BE FILED IN DUPLICATE 21-94-0988 OU'A.'MINt 0' 11vlNUf H...","J:H~of, 710601 _. WITH REGISTER OF WILLS) COUNIY COOl , N III 11.1. . I . AND MIDPlIlNlTlAII t~ . JOM" I A I lUre} 0 Go orne co er Willin.J!!.Jl... _. 801 North lIanovcr Street 'OCIAtUCU.",NUMIU 6Aif'"O'OIAhl JO...1I0'III1H Carlisle, PA 17013 174-05-0772 11-10-94 12-20-16 c,.",~cumbor1nnd I" .."..tlII ,,,,,,,,,......,, ,,,.., "" "on .", ..""', ,,,,,,.,, ['0<"1 '''.U'''' HUM.:' - =j~:UH' "'''VI 0 IIllIHmUCIIOH'J (E 1. O,lglnol R.lurn [] 2. Suppl.menlol R.lurn 0 3. Remainder R.lurn .. Ifo, dol.. of doo,h p,lo, '0 12.13.S21 o 4. limited Ellal. [] ..D. fulur. Inl.t.I' Compromll' 0 5. Fed.ral Ellat. Tox R.tur" Required - (for dal.. 0' d.ath oh., 12.12.82) IX) 6. D.c.d.nt DI.d tellal. [J 7. O".d.nl Maintained 0 living TruI' (AllO,h copy 01 Will) (Allo,h copy of I,ulll ALL CORRISI'ONUINCI AND CON.IDINTlAL TAX IN.ORMATION SHOULD BI DIRIClID TO. HAMI COM'UIl MAIIINQ ADOIlU David P. Perkins, Es uirc MARK, WlilGl,E ANIl PERKINS IIll'HOHIHUM'" 126 Enst King Street 532-7388 Shi onsbur IIK( , 17257 21. If line 18 1I0,ealll' than L1n. 19, enl.r Ihe djff.,ence on line 21. Thl,l,th. TAX DUE. A. Enler ,h. Inle,e.. on ,h, balance due on line 21 A, 8. Enler Ih, tolal 0' line 21 and 21 A on line 21 B. Thi, I. ,he BALANCE DUE. Malee Check Pavabl. '01 Regl"., 0' Will., Agen' ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH "-0( Und.r penolll.. of perlury, I dedor. that I have uomlntd Ihi. r.turn, Induding accompanying uhadul.. and Itotemenh, and to ,h. be,' of my howledge and b.lI,f, It II Irue, corrtet and complele. I declar. .hol 011 'eo I ..Iole hOI been reporled 01 'rue market value. D.darotion of prepar., oth" Ihon the panaMal r.presentatlve II balld on ollln'ormatlon of which pr.par~r hat any knowledge. ~I .IU E 0' rfUO~'" I'll' "fHIN(fJU1UU, ADOI:U!o ii'IJf~ 0- '1-:S-- ft. Ilarbora A. IIcfflefinger, 16 Ilack St.. Pin infield , PA 17081 AOOIU!lo ' DAH IJ-~ 0 -"1...J Snndra H. Win~er~~) Illnck Gap Rd., Fayetteville, PA 17222 . 11'::l.o ,,,;S"- Ilavid P. Perkins, 126 E, King St., Shippenaburll. PA 17257 " IS i. ~ \., ;:.~ .. r1 . . I!! " !i~ ~ . ~'i_ - .'.' ~IS , BI 'OR DAIUO' DIATH AnER 12/31/91 CHICK HIAI " A SPOUSAL - POVERTY CAlDITIS CLAIMIO [J fill NUMIER - YIA~ NUMIER _ 8. Tolal Numb., of 50f. Deposll BOUI . ~,. I) '" 5 ! a: I. Ro.1 E.'ot. ISchodulo Al 2. Sto,~. ond Sond, IS,hodulo II 3. Clol.ly H.ld Stoclc/Pa"ntnhlp Inl.,.1I (Schedule q ~. Mortgog" and Nol.. Rec,lvabl. (Sch.dul. 0) 5. Co,ht Bank Deposit, & Mlle,lIoneoul P'flonal Prop.rty (Sc.odulo EI 6. Jointly Own.d Propo,ty 15,hodu'o '1 7. T,o.tlo.. (5,hodul. GIIS,hodulo II 8. Tolal Gron An... ('olollln" 1.7) 9. Funeral Expln..., Admlnll'ratlv. COIIt, Mlle.lIon,oul bp.n... (Sch.dul. HI 10, Dob... Mortsoso 1I.bllltl... 1I0n'IS,hodulo II 11. Totol Doductlon, I'otollln.. 9 & 10) (III 12. Not Voluo 01 E.'oto(lIno S mlnu.lI.o III (121 13. Cho,IIoblo .nd GovornmOnlol Soquo." (S,hodulo J) (13) U. No' Voluo Sub oct 10 T..llIno 12 mlnu.lIn. 131 1141 15. Spousal Transfers (for dollS of death of I., 6.30.941 St. Instructions for Af,pllcobl' P,rcenlog' on RIVI,.. 115) K,__ Sid,. (Includ. valu., rom Sch.dule K or Schedule M.I 16, Amoun' of lIno 14 to.oblo 0' 6% ,oto (16) 31,827.68 X ,06 . (Includ. value, from Schedule K or Schedule M.I 17. Amounl of line 14 taxable at 15% ,ole 117J )( .15 . (Include valu.. f,om Schedul. K or Schedule M.I IS, P,lntlpollo, duo (Add 10. from lIno, IS, 16 ond 17,1 (1S) 19. C,edih Spoulal Poverly Credit P,lor Po)'menh Dhcounl Inte,..t + -L21L0.00 + 78.95 (19) 20. If line 191t greoler Ihan line 18, .nllf the difference on line 20. Thlt It Ihe OVERPAYMENT, (20) aD 1,578.95 III 121 ' . (31 I" (41 /'.J (S I 31.838.28 16) . , (7) II. 0 CO.DO - (SI 42,838.28 (91 5,411.52 (10) 5.599.08 11,010.60 31,827.68 31.827.68 1,909.66 '" ~ . fl :l I- Clwclt hcre if you ow rC(IUoslin9 n fefund 01 your oVlHpaymont. . 1211 (21AI 121B) _ 330.71 ,!,"\C',~",'!>':"'_'--:"7'" ... ~!;1r;:'~;~,,;/)~'l;- ';~:~',;;,.".:\.;'._:.- \, r-;7 ~,,-...,-- _- .~l . -. Act '48 of 1994 provide. for the reduction of the tax rate.lmpo.ed on the net value of tran.fer. to or for the u.e of the spouse. The rates as prescribed by the statute will bel " e 3~ (.031 will be applicable for estates of decedents dying on or aft.r 7/1/94 and before 1/1/96 f.i.: 'f:: e 2~ (.021 will be applicable for estates of decedents dying on or aft.r 1/1/96 and before 1/1/97 ~: 'f.i;--;. i. e 1 % (.011 will be applleable for .state. of decedents dying on or aft.r 1/1/97 and before 1/1/98 ""I' ~-;1' t1: F.~ ;,,,:t. ~. :k'i' il ~~ ~'. ~ t;; tl 1. Old decedent make a transfer and: rg ~ <!! J .., 4<, 'J!; "J' ~; 1~' '."1' ~,;;, W~ .?~i- -n "!' ;-. ;, -'<r I;' f ~' ~ ;~. F ;, ! '1' !1 e Spousal transfers occurring on or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK I,....) IN THE APPROPRIATE BLOCKS. YES NO a, retain the use or Income 01 the properly transferred, ......,..,....,....,..............,....,...........,... b, retain the right to designate who shall use the property translerred or its Income, ........,...... x x c. retain a reversionary lnteresti or ................................................................................... x d. receive the promise lor IIle 01 either paymenls, benelits or care' ...,..,.............'.................. 2. If death occurred on or belore December 12, 1982, did decedent within two years preceding death transler properly without receiving adequale consideration' If death occurred alter December 12, 1982, did decedent transler properly within one year 01 dealh withoul receiving adequale consideration'.... ................... ..................... ........... ...................... ............. ......... x x 3. Old decedent own an 'In trult for' bank account at hi. or her death....................................... 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. . ,-" 'I , ~ ~ ~ r I f, \ ,'; J . I ~ ! l , I -' 11'f.1to1U. lH7J ~~~""'''f!i~''';.Il'OlH...,.I'''''':J(i",,:.~,.- '":"~""_~~~"j' '......'....--:._"'.~,t_~~_..;..'.-~_'.,." '_'; ,~!".'!~..~!W":M~~.~.1'M'! J' oJ'!" ~_\>..~~_;-i~',; '* SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PI.ol. Print or '1' . E ER 21-94-0988 COMMoNwrA"H o. ~rNNmvANIA INHuotANC, 'A IOUON .'''DlNT DR DINT o William S. Weavar IAII "..ny Iolfttly.ew..4 wllh the ."hl .f 10..1_1, mo.' !to 41,,1...4 on Sch.4.1o '1 ITlM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. DESCRIPTION VAWE AT DATE OF DEATH Farmara Trust Chacking Account 011-92167 6,575.06 2.80 Accrued intarest to dote of daath Balvadare Madical Corporation - refund 11-4-94 5.36 114.10 15.44 Capital Blue Croas - refund 11-16-94 PA Blue Shield - refund 11-26-94 Balvedara Medical Corporation - rafund 12-8-94 10.51 Church of God Home - refund 12-8-94 2,075.00 Duncan & Otto - raleaae of 9-15-94 real eatate settlement aacrow funda 1-17-95 1,000.00 Church of God Homa - cloae out of personal account 1-18-95 40.01 Mary Belle Weavar Estate - family exemption paid 1-23-95 Mary Belle Weaver Eatate - reaiduary benaficiary ahare - to be received 2,000.00 20,000.00 5 31,838.28 (A"ach addlllonal 8~" M 11- .h....lf more 'poc.la nHdtd.) ,"'.--"f.";,!,,,.dl"'(!..' ~""~":-l"'"~_"""ilN~" -;,,,' v ti' t..-' , .~ IIV,lJIOlh 12-17) ,. SCHEDULE G TRANSFERS _____,~~~~f,~~I~LOR rx~==~, ,iLE NuMBER 21-94-0988 COMMONWrAlTH Of ,rNHSYlYAHIA INH..nANe. TAl tnul" ___.~~I~~t~~c;_~D'N!___._._ UT'Atiicfl'----------' -- William S. Weaver --'-'~,.",- -.-.--..... .-..-~_.--..- _~___~_~._'__U_~_H__'_____' _... _._ - ._--.-- ..__._._-~--_.-...--_.._._---,._-------- THIS SCHEDULE MUST II COM'LfTED AND flUD IP THE ANSWER TO ANY Of THE QUESTIONS ON THE REVERSE SIDI OPTHI COVER SHEn IS YES, ITEM DE5CRIPTlO;;~f~~;9;E;iv -----------~~~~USIO~--;;;TAl VALUE - DE~D, - 8?b'tc~~t~V.\ NUMIER 1.<Ivde.....oI'h.IromIo1oo.",.k'_"'!'_~~~..!.~...oIlr..~~ ______ Of ASSET _..JliT. INTEREST 1. Transferred to Clair Hafflefinger and Ilarbara Hofflefinger. daughter and son-in-law, 9-16-94 6,000 10,000 100% 4,000.00 2. Transferred to Barbaro Hefflefinger and Sandra Wingerd, daughters. 9-17-94 3,000 10,000 100% 7,000.00 TOTAL (AI.. ..1., o. II.. 7. Roco 11.1.,1.. S 11.000.00 III mot. Ipaa Is neeJeJ, inle" additional .ItHts ot.am. ti,..J '...1'..'.......;...... t,:- [' ~ t' .q r~m" I" (' .l~ ':1"., p.'~' \'-'~'.' :~.~"'~ i/ )~ -';.1:. fx1 if) ,141 ~,m.~ ;.::':r~ t.\. ",Y~ I",. '"1 'h~ i~ rij ~1.~ ~~ f~ ~~~ C\4 f,t,'., r,";'.'l' ':', '.., ,Ji.-, F:'l 1:.\1 r~_=i ti11 . "~'_ 1 r:,lff 'i,ij ~d ~:~ ~h . m '" "'I 'f". ~. 'It I ,~ ~ ., fi"! if ~'l !\l ;iI ., '" ::r,: \{ - ~ '.':?:.~ . . lIYoUllt..j"", ITEM NUMBER ~'~'9. /fl, (\ _. CQMMONWfALTH 0' Pl!NNIYLVANIA INHUITANCe TAX UYUlN .UID!NT DICIDINT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.a.. Print Dr T . William S. Weaver 21-94 -0988 DESCRIPTION AMOUNT I. A. Fun.ral bp.n.... Ewing Brothers Funeral Home 1,150.78 B. 1. 2. Westminster Cemetery, Inc. - grove marker 599.00 428.96 121. 90 Funeral Reception Hoy's Greenhouse - flowers Admlnl.tratlv. Ca.t.. Personal R.pre..ntall.... Commllllan. Social S.curlty Numb.r 01 P.rsanol R.pre..ntoll...., V.or Commllllan. paId Alfornoy Fe... Mark, Weigle and Perkins 2,820.30 3. Family e..mpllon ClaImant R.lallon.hlp Add".. 01 Clalm~nl 01 d.c.d.nl'. d.ath Slre.1 Addre.. 4. C. 1. 2. 3. 4. S, 6. 7, 8. '-<i' ;"';:.;,~~;~i,t-::~,i'_ City 5101.. ZIp Cad. Probate Fe.. Register of Wills, Cumberland County - Letters Testamentary and Short Certificates MI.c.llan.ou. bp.nll" Cumberland Law Journal - advertising Letters Testamentary 77.00 40.00 66.08 Patriot News - Metro West - advertising Letters Testamentary Register of Wills, Cumberland County - filing Inventory, Appraiaement, and Statem~nt of Debta and Deductions Register of Wills, Cumberland County - filing Family Settlement Agreement Mark, Weigle and Perkins - reimbursement for postage, xerox copies, and long distance telephone calls Lindo K. Klein - notary fee 25.00 50.00 20.00 12.50 TOTAL (AI.o .nt" on IIn. 9, Rocopltulallon) (If mar. .pac. I. n..d.d, Inll" additional .h..t. a. oam. .1...) s 5,411.52 llIJfT\,_ . - \"'c.' " -...... . '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS IIV-IIIJUtll.tJl COMMONWIAUH O' "NN'nWotojIA INHlIllAHct IAI .trUIN aUIDIHIDICIDIH' ESTATE Of Ploa.. Print or T . FILE NUMBER 21-94-0988 William S. Weaver N~T~~ER DESCRIPTION 1. Check drown on Formers Trust Checking Account 011-92167, outstanding at dote of denth to Church of God Home 2. John Meyers - for assistance prior to dato of death 3. Pesse Pharmscy - 1-5-95 statoment 4. PA Deportment of Revenue - 1994 PA40R final income tax 5. Mark, Weigle and Perkins - preparation of 1994 final incomo tax returns 6. Msrk, Weigle and Perkins - Borvices prior to date of death ragarding transfer of mobile home title 7. Bonsall & Manfredi Associates, P.C. - 3-13-95 statement TOTAL (Aha onlor on IIno la, Rocapllulallan) (If more 'pac. i. n..d.d, In..,' oddilionol .h..,. o( .om. ,jn.) ~"""'UJQl;"Y"'''-'''-''''~''-- ""e,'..'''"~'''''I'''''_''-'._.''_'''''~''''~-'''1'''''''''''''-'''' . -,-' r ,f, ~,." s AMOUNT 4,958.46 100.00 6.00 294.18 135.00 90.00 15.44 5,599.08 -.-ru.t!:'.. , 'i~""":"tw'--r- r-~;'" , , '\ .V_";:j".' ,~,.",,~.._.....!+~r,t.<""~/r:,.n'r:"''',l'''~p -",'"1''' "", -.\ ~,,_~~.._.:;, "o;;....:<~.L ..v.unllt'I'" . CC)MMOHWIAUH Of ,bINlnUNI" IH"I'".HeIIA1l .nUI" '''IOIHIOIClOIHI SCHEDULE J BENEFICIARIES William S. Woaver FILE NUMBER 21-94-0988 ISTAlI OF ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxabl. a.quellll I. Barbara A. Hefflefinger 16 Back Street Plainfield, PA 17081 Daughter 1/2 2. Sandra M. Wingerd 1793 Block Gap Rood Fayetteville, PA 17222 Daughter 1/2 ,> . a t .- n r~ )., ;: ;{ it It " ~ ~ ~~ '(1; '" N~~rER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charltabl. and Governmental B.queshl 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTSIAl,o .nl., on IIn. 13, Rocopltulollon) S (If more .pac. I. n..d.d, In..rt addltlonal.h,," of .am. .Ia.) L:'ST WILL AND TESTA.HENT <,,' J I, IIILLIAH S. IIEAVER, of tho1 Church uf God lIome, BOl North lIanovor Street, Carlisle, Cumberland County, Pennsylvenie, l70 13, being of sound mind, memory end llispoaition, do hereby meko, publish and declare this my Laat Will and Testament, hersby revoking and making void all wills by me at nny timo heretoforo made. !.!m. I order and diroct the payment of all my just debts and funeral expenses as soon as may be convenient after my deceaae. SECOND. I give, devise and bequeath all illY estate, real, personal and mix.d, whatsoever and wheresoever situate, in oqual ahares, to my beloved daughtera, BARBARA A. HEFFLEFINGER, of 16 Back Stroet, Plainfield, Pennsylvania, and SANDRA M. WINGERD, of 1793 Black Gap Rond, Fayetteville, Pennsylvania, 17222. !!!!!!Q . I nominato, constitute and appoint my daughters, BARBARA A. IIEFFLEFINGER and SANDRA M. WINGERD, to ba the Co-Executrices of this my Last Will snd Testament. FOURTH. I diroct that my personal representativos ahall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, WILLIAM S. WEAVER, havo hereunto set my hand and seal to this my Laat Will and Teatamont this 5th 'day of April g..:i.:....,,-F'<.L.994. , -- . _ ~ / r;.;' :/ c7'~ ~~~'--( (SEAL) ,. t, _fi. ~j-, :W 1.J ~ ~ 7;;; MARK. WEIGLE ~ND PKRKINS _ ATTORNEVS AT LAW _ l:all EAST KINO aTREaT - SHIPPINSBUAG. PA. 11287 . , .. ;!' t't ",. i,;, 5~ ,:f;,. !il 5 ~ ~ f': .' ~, ""'. -f"" 1tf ',(;f ~ f '1.. ~ !M ~., ih ~1 #f l~ :~1 ';'1';' ~ ~ ~ r,,'~ ~I <1-'- !J.i -it' \~(, .'i" ff I;;:. ~';f- ~~ ' :.:) ',,' ('i; '--~, :;\ " 1: iF' ~\ ~'j i~ ~ '-'jj .~\ . ...' J This instrument WBa by the Testator, WILLIAM S. WEAVER, on the dste horeof, '. signed, published snd declurod by him to be his Lost Will and Testament, in our prsaenco, who at his request and in his presence and in the presence of each uther, we believing him to be of sound and disposing mind and memory, hsve hereunto subacribed our namea os witnesaes. rO, \ '. r '.J )~1'::-: \::;-'~ 9.:-,-...d 0(, M.L!/t- COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, WILLIAM S. WEAVER, the Testator whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument aa my Last Will; that I signed it willingly; and that 1 signed it as my free and voluntary~'ac;r' fO-F- thsprposes therein expressed. v/...' -< _ ''''=''1-''''' r- , _~_'(..v-- L.cP-' -..c;..-. " Sworn or affirmed to and acknowledged before me by WILLIAM S. WEAVER, the Testator, this 5th day of April , 1994. -J:tL fI- r/~2~, NOTARIAL SEAL " " THOMAS A. HAMILTON. NOTARY PUBLIC ,",.,. t:CAIlLISLE BORO. CUMBERLAND COUNTY PA ". " I MY COMMISSION EXPIRES JULY 7,1997 . I ~. \ I MARK, WIEIOL& AND PIlRKINS _ ATTORNEYS AT LAW _ t 28 EAST KINO STRUT - aHlPPKHsaURO, PA. .7287 . .' ~~~<o{f.""'''''"''_''''''_'''~"''''''''''''~~Wi~._:Il'lI', - T -<t-:- :..~r_,. ......... . . ~ t-:.- '\' . . , . ii~ ~ 'r t f CC~~ONWEALTH OF PENNSYLVANIA SS. " .{ f l. , , j i t , , COUNTY OF CUMBERLAND We, C~C;::;J() and 9'-'t.\l.t ~'. NVW-L. the witnasaes whose names are signed to the foregoing instrument, being duly qualified according to law, do depoae and say that ve were present and saw WILLIAM S. . ',', WEAVER, Testator, aign and execute the inatrument 88 his Last Will; that he signed f, willingly and that he executed it aa his free and voluntary act for the purposes therein expresaed; that each of us in the hearing and sight of the Testator signed the will aa witnaasas; and that to the bast of our knowledge the Taatator was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. C-))C<~ 9().......t (?(', ~,,'- Sworn or affi~to and su before me by \.. J J C. and wit essea, this 5th cribed day of April , 1994. -rJ<.-Il..rPL4 NOTARIAL SEAL . THOMAS A. HAMILTON. NOTARY PUBLIC CARLISLE BORO. CUMBERLAND COUNTY PA lAY COMMISSION EXPIRES JULY 7. 1997 :.:. ., ,''', ".\. . ,., .... , .. ", "I MARK. WIIJOUl AND PERKINS _ ATTORNEVS AT LAW _ 128 EAST KINO STRUT - SHIPPaHSaUFUI. PA. 172:57 I~ I" . . :l' . 1; :) ~ i{ t ; 11 , f .~ " . ,. '-~J,t"'i.,',_':, , . WILLIAM R, MARK (19U.1980) JERRV A. WEIGLE DAVID p, PERKINS MARK, WEIGLE AND PERKINS Attortlt)'s-at-Law Alloel.lrt DAVID C, SCIIANBACIIER JOSEPII P. RUANE 126 EAST KING STREET SIIIPPENSnURG, Pol. 17Z57.1397 TELEPIIONE (717) 532.7388 OR (717) 776-4295 FAX (7t7) 532-6552 or Counnl TIIO~IAS L. BRIGIIT November 20, 1995 Commonweal1h of Pennsylvania Department of Revenue Depart. 28060 I Harrisburg, P A 17128-060 I Re: Estate of William S. Weaver File No. 21-94-0988 Date of Death 11-10-94 Dear Sir or Madam: Please be advised that I represent the estate of the William S. Weaver who died on November 10, 1994. Mr. Weaver's estate was involved with litigation against the estate of his deceased wife, Mary Belle Weaver, who died on January 31, 1994. Schedule "E", Item No, 10 reflects 1he settlement of litigation with 1he esta1e of Mary Belle Weaver. To date, the sum of twenty thousand ($20,000) doll ass has not been received. A petition to eonfinn the compromise of Iitiga1ion is currently pending in the Court of Common Pleas of Cumberland County, Pennsylvania. For the foregoing reasons, I request thai the Department of Revenue not impose in1eres1 on 1he tax due, Wi1hout the payment of the settlement from the estate of Mary Belle Weaver, there would be no tax due in the estate of William S. Weaver, If you have any questions, please contact me at your earliest convenience. Very truly yours, MARK, WEIGLE AND PERKINS Q~e,~ David p, Perkins DPP:nmk ;.;.L____._____________..:..._ ____________ _~ _.._________ __ _________ I I i r I . ..-:;,-.: i [-,atOH,., /. ~ -. ._."'" ,pO' ..... __ . t. ',_, :,:;\. k1'[,i;'_A' "A' . .....0.8.2240 COMMONWEAI:TH. OF PENNSYLVANIA ~9-.,. OJ. - DIPAllTMlNf OP RIVINUI ','''''' _.', -, il"ii~"~';,~'i" . . OffICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ACN ~ ASSESSMENT I!' If CONTROL ~ NUMBER . RECEIVED FROM: AMOUNT PERKINS DAVID P 186 E KING STREET 101 -330:'1"1 SHIPPENSBURG. PA 17ee7 'OtDH", ESTATE INfORMATION: m filE MBER g el-1994-0988 II AME Of DECEOENT IlASTI II DATE Of PAYMENT EJ POSTMAR COUNTY 8SN 174-0:5-077e IfIRST) IMI) DATE Of OEATH REMARKS m TOTAL AMOUNT PAID -33~ 00 RECEIVED B'>>k~ <ON~~~ ~~ ;alfllb.v ,-~/.;I':I-- MARY C. LEWI8 '/ REGISTER OF WILLS SEAL BARBARA A HEFFLEFINGER C/O DAVID P PERKINS ESQUIRE CHECK" 1:5 REGISTER OF WILLS ~;-----------------------~---------------~-~~r?--r-' . . . .- .... .,. - I . .., 1 . - , -. ._--" r~ . . ~l'--:-, --~~--_.;:.~..~- - ----, I' . "," - \ , -...... ......,..- '''' .-... , . . ------ ------ -- - -- ------.- - -- -----~- - -- ------ -- -------- tti~';t~,;, ~i;,,':,'>tf' ':\~!, ~."'/.'~.:,~_"v~,:,/::;,t';'-.<.__':.y',_~' ,':':-,' ";' ~ ':' ';"'",',:::,i_:,,:, ,',,' , " ,,_:: ',' '_ ~,~t:) :'::;'0<'~ ,)',:"!; \',' .'; 'I COMMONWEALTH "OF PENNSYLVANIA D~,~~~;P2?~t5/:, L~, 'DIPARTMINTOPRIVINUI ." rii~,'r;i;. i'i~li'"\: ,;,' ;:' : O'FlCIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX ACN e'lI ASSESSMENT I!' II CONTROL ~ NUMBER L;~ ."."..."..". """,,",'" --C,"'''':''" '< :' ' , ~: ". '- '; ,,;, j \$ :",... A} PERKINS DAVID P le6 E KING STREET 101 .1,:300.00 RECEIVED FROM. AMOUNT , SHIPPENSBURG PA 17e~7 J ... leND HUI \, IO(OHfIt. ,J ESTATE INfORMATION, !'I liE UMBER (II el-1994-09Be m NAME Of DECEDENT IIAST) ~ WEAVER WILLIAM S II DATE Of PAYMENT B POSTMARK DATE COUNTY SSN 174-0~-077e IflRSTI (Mil CUMBERLAND DATE Of OEATH REMARKS BARBARA A. HEFFEFINGER m TOTAL AMOUNT PAID SEAL CHECK" 10 REGISTER OF WILLS r:"~ --;:-,- -. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - _L - -: - -:t -:.--:-.~ _ '-: _ ~_ ~.. ..,. , I f, I fo';' . . , " ..--.. -- .,...,..- 4. ~P-l.....-.:- - . t y . "~d___. ~'- - -- ----.-.~-~A I r ... \ V RIV-1547 IX AFP (12-95* COHHONW[I,LlH Of PfHNSVl VANIA DEPAATHEHT Of REYENUt. BUREAU Of INDIVIDUAL TAXES DEP'. ZlUO. HARRISBURG, PA 1711a-0'01 II{._)~~- J~ (jo ~ V' NOTICE OF INHERITANCE TAM APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS ANa ASSESSHENT OF TAM ACN 101 DATE 03-18-96 FILl NO. DAT! OF DIATH 11-10-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTIDN OF THIS FORH WITH YOUR TAM PAYHENT TO THE REOISTER OF WILLS, HAKE CHECK PAYABLE TO "REOISTER OF WILLS, AGENT" REMIT PAYMENT TO: DAVID P PERKINS ESQ MARK ETAL 126 EKING ST SHIPPENSBURG PA 17257 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Allount R..Ut.d CUT ALONG THIS LINI ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiIWisijj-ix-"j:ji-(i'F9Si""iliiYicni"uftiHEiiii'ANci-YA'x-jippiiiiisiNiii:r;-,m:owANC'i-iilionmummu- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ISTAT! OF WEAVER WILLIAM S FILE NO. 21 94-0988 ACN 101 DATE 03-18-96 TAK RETURN WAS I I X I ACCEPTED AS FILED I I CHANGED RISERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISID VALUE OF RETURN BASED ONI ORIGINAL RETURN I, Rod Eot.t. I SchoduI. A I III 2. Stocko and aondo (Schodul. Bl 121 S. Cla..1>> Held stock/Partner.hip Int.r..t (Schedule CJ (3) ~. Korta..../Not.. Receivable (Sch.dul. OJ (4) 5. Calh/Bank Dapollta'"llc. Perlon.l Prop.rt~ (Schedule E) IS) 6. Jointly Ownod Prcporty ISchodul. Fl 161 7. Tranafara (Schedula OJ 17) 8. Total A...t. ,00 .00 .00 ,00 31.B38,28 .00 11.000.00 lal 42,838,28 APPROVED DEDUCTIONS AND EXEMPTIONS I 5,411.52 9. Funeral EMpan.../Ad.. Co.t.'"llc. EMpan... (Schedul. HJ I') 10, Dobh/Horta.a. LlobUIUoo/L1ono ISchodulo II lIDI 5.599.08 11. Total Daduction. (11) 12. Net Value of T.~ R.turn (12) 15. Charitabla/Cavern.ental Baqua.t. (Schadule J) US) 14. Hat Value of Eat.t. Subjaot to TaM (14) NOTEI If.n ........nt wa. i..u.d previaua1y, line. 14, 15 and/ar 16, 17 and 18 will reflect figura. that include tha tata1 af !bh return. aaaa.aed ta d.te. ASSESSMENT OF TAXI 15. A.aunt of Line 14 at Spau..t rat. (15) 16. Alaunt of Lirw 14 taxabl. .t Lin..I/CI... A rat. C1Et) 17. A~unt of Line 14 taxabl. at Collat.ral/CI... Brat. (17) 1&. Principal TaM Dua TAX CREDITS I PAYHENT aATE 02-10-95 11-22-95 11-22-95 11.01n 60 31,827,68 .00 31.827,68 .00 31.827.68 .00 K ,03. M ,06. K .15. Ilal ,00 1,909,66 .00 1,909,66 RECEIPT NUHBER AA022815 AA082340 WRITEOFF DISCOUNT INTEREST c+) c-) 78,95 8.50- .00 AHOUNT PAlD 1,500.00 330,71 8.49 INTEREST IS CHARGED FROM 11-23-95 TO 03-26-96 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 1,909,65 ,01 ,DO .01 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREan" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I , ,-- ,-- i"Jr) REIUYATlOHI Elt.... of ...,.h dying on or Hfar. DeGNbe,. 11', 1911 ... if MV 'utur. l"t.....t In tM ..,.t. h tnn,'.rred In pa.....Son or ~JOyaent to el... . (co11_'.r.l' bene,Jo.,..... 0' the dec~t .,t,,. the IMplre.lon of ~y ....t. for 11'. Dr for v..r., the Co~.lth hereby ..pr...lv rllsry.. the rllht to ",,.1." end ...... t,.M,'a,. I~rltenc. ,.... It the l.wlu! CI... . (0011at,r.l) ,..t. on InY luch future Int.,..... PI.IlI'OU lIP NOTICE I To fulfill the nqulrwenh of SHUon rl4G of the JntwrStMCI Ilnd E,b', Tax Act, Aat 22 of lnl. 7Z P.I. Ieotlon 114D. 'lWENT, De'Kh 'Iw top portion of thh HaUc. Met ,ue-It with your PIYIIW'It to ttM Reght.,. of Wills printed on the ,.av.,.. 11M. ....".... check or 110MV' ord., plvllbl. tal REGISTER OF MILLS, AGENT AU PIYMl1tl ...eelv_ "'11 first ba ...1I~ to MV In,.....t which "V H ckHI with ....v ,....lnder 1IPP1IH to the 'I.. RUUND (CA), . ,..,und of . 'I. credit, which .... not ,...,e.t... on the Tax Return, ..y be r.que.tlld by co."hUng ~ "ApplioaUon '0,. "'und of P.M.ylv."l. 1m.f'ltllnOl Md E.t.t. Tax" (REV-ISU). Application. ar. Iv.llabl. at the offlc. of the Aea"hr 0' MUh, MY of the ZS A.v.nua Dllt,.lot Offlo.., or b_ c.lllna the .p.cl.1 Z4-hour .".wa,.tng .a,.vle. ~,.. fo" for.. or6l,.tnal In pann._Ivant. I-IDO-56Z-Z0S0, out.ld. P.nn'Ylvanta Md Nlthln local "'r,,"burl ara. (7171 117-1094, TDD' t.?I71 71Z-2252 (H..rlng 1....lr.d Only). DIJECTlDHII An_ party In Int.r..t not ..U.fled Nlth the appr.hnent, .1lowllne. or dl..llowMC. of dIduoUon., 0,. ........"t of t.. tlftClludlnt dl.count 0,. Int.r..t) a. .hown on thlt HoUoa .u.t obJeot Nlthln .ixty ('0) d.y. of ,.eo.lpt of thlt tkIUc. by. u..,.I"", prot..t to the PA Dap.rtaent of R.venutl, lo.rd of Appe..., Dept. 211021, HarrisbUrg, PA 17UI-Iazl, OR --.IItOUon to h.ve the ..U.r d.t.ralned at IIUcIIt of thl .ecOU'\t 0' the p.non.1 r.prllantaUv., OR --lIPPIal to thl Orpt.,.- Coort. _IN IITAAflY! CORRlCTlDHII FltOtull .rror. dl.cov.red on thl. ......-.nt .hould ba .ddr....d In writing tOI PA Dep.rt,,"' of Aavenutl, lur... of IncUvldu.1 ,...., ATTH. Po.t A......tnt R.vl.w Unit, a.t. zaO'OI, H.rrhbUrl, PA 11121"0601 Phone (717) 717-6511. I.. P'" S of thl bookl.t ''In.trucUon. for Intwrltanc. 'a. A.turn for. R..ldent Decedent" (REV-IIOI) for .0 ..planatlon of ad.lnl.t,.atlvalv cor,..otlbl. a,.,.o,... II ..,_ t.. due It p.ld within th,... (5) c.land.r eonth. .ft.r the d.e.dent'. dllth, . fly. p.runt (IX) dl.oount of thl t.. p.ld I. Illo~d. aIlCOUHT. IHTERf:1T1 Int.r..t Is chlrp(l balSnnlnll with fI,..t d.y of 6IlInqwncv, 0,. nlnll (91 ItOf\th. ~d one (1) d~y ,,.De the data of delth, to thl dlte of p.yeent. ,.... which bee... d.ll~t befort J~ry I, 191Z be.,. Inttr..' a' thl rate of .1. (6X) percent Plr ~ ctloul.ted .t . dtllV rtt. of .aaDI64. All t.... Which bec... d.llnquent on ~ .fttr January I, 191r will b..,. Int.,...t .t a ,..t. Which will ve,.y frat c.l~a,. y.er to c.l.nd.,. y..,. with th., r.t. announc.d by the PA Oep.,.tllftt of R.v~. ThI appllcabl. Int.ra.t r.t.. '0,. I,IZ through 1996 ar.. !!!! lnt.,...t R.t. Dally Int.r..t Facto,. !!!! Int.r..t R.t. O.lly tnte,...t FMtO,. Itlr rox .000541 1..7 'X .DDar4' ItIS "X .aoouI 1"1-1"1 IIX .OODSOI "" IIX .aODSDl l"r OX .00024' ttlS ISX .oaOSS6 1"5-1'" 7X .000192 ".. lOX .DOOZ7' 1'''-1 ." OX . 00024' ulnta,...t 1. e.lcul.t.d .. 'ollow., IHTEREBT . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hollo. I..uad .ftar tht t'lI beeo... delinquent wlll ,..lllClt an Int.,...t celcul.Uon to flft.." US) day. beyond thl data of thl ........"t. I' PIYalnt I. .ed. I,t.r the Int.r..t coaputatlon data .hown on thl Hotlo., addltlon.l Int.r..t lU.t bt cllcul.ttd. f "" . i, ,. ~ ;;. .~. ~ ,I. r t'c' ,. 'i ESTATE OF WILLIAM S. WEAVER 21-94-0988 FAMILY SETII,EMENT AGREEMENT ~t- a'i'.nA: ~ THIS AGREEMENT mode this I - day of ~~ ,1996, BETWEEN: BARBARA A. HEFFLEFINGER and SANDRA M. WINGERD, being the legatees under the Last Will and Testament of William S. Weaver, late of the Township of North Middleton, Cumberland County, Pennsylvania, AND BARBARA A, HEFFLEFINGER and SANDRA M, WINOERD, Co-Exeeutriees of the Estate of William S, Weaver, deceased, WHEREAS, William S. Weaver died November 10, 1994, testate, and under his Will left his estate to the parties herein; and WHEREAS, Letters Testnmentnry were granted to Barbara A, Heffielinger and Sandra M. Wingerd on November 23, 1994, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, 011 the assets of the Inte William S. Weaver hove been liquidated or distribu1ed and 011 his debls paid in full, and further Ille period of four months having tenninated since the first advertisement ofthe issuance of LeUers to 1he sold Co-Executrices, the sold parties hereto desire to wolve the duly of the Co-Execu1rices to file 0 Firs1 and Final Account with Proposed Schedule of Distribution for purposes of confinnntion by The Court of Common Pleas of Cumberland County, Orphans' Court Diyision, AND FURTHER desire that 0 Family SeUlement Agreement be executed, which Family SeUtement Agreement will be duly recorded among the deed records in and f(.r Cumberland County, MARK, WEIGLIt AND PERKIN' _ ATTORNEVS AT LAW - no EAST KING STRIIT - .HIPPIENSOURO. PA na.7..a.n 't.WtlJ 0_11 .. ..",. t ,;.. , If ..~.~"I~~~~~i "'~FlV1,~\f~~"1lIf~:t~~"'~W.,,~H:~~~'\;t"{i';;';--;;~...}i;;::" t " ~l NOW, THEREFORE, WITNESSETH, that the pnrtles hereto, In consldera1ion of the premlscs nbove stated, and of the Accoun11ng and Proposed Schedule of Distribution otlllched hereto and mode 0 part hereof, and the receip1 of their dlstrlbu11ve shores os therein shown, do mutually bind themselves to the sold Dislrlbutlon and Accounting os set forth and further mutually releose each other and in particular Barbam A, Heffiefinger and Sandra M, Wingerd, Co-Executrices, from 011 clnlms and demands whatsoever arising out of the settlement ofthe Estate of Wllllwn S. Weaver. IN WITNESS WHEREOF, the partlcs hove hcreunto set thclr hands and seals the day and year first above written. Witness: C0..l C' ~Js;;. ~, oil-- tZ . ,e Barbam A, Hemefin (SEAL) QC7,~ ~d, 0 JIJ'1 ah"" 1.R~ d Sandra M. Wingerd (SEAL) MARK, WEIGLI AND PERKINS - ATTOANEYS AT LAW - 128 EAST KING ITRIET _ SHIPPINSDURO, PI, 172&7.1ID7 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND lot- a~-: I On this, the / - day of F'~ , 1996, before me, a Notary Public In and for said County and State, the undersigned officer, personally appeared BARBARA A, HEFFLEFINOER and SANDRA M. WINOERD, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within Instnunent, and acknowledged that they executed the same for the purposes therein contained. '/Je. j( J:i~ (SEAL) My commission expires on: Notartal Seal Linda K, Klein, NotarY Publlo Shlppensbura. PA Cumberland County 1M commsslOn ros August 15, 1996 ! MARK. WaKlUl AND PaAKWS _ ATTORH&VI AT LAW - ne &AIT KINO IT"au - SHlPNHSIIURO. PA n:a8,.llg1 -"r.~~~.~~~~_~~~~~';:~_-~~.~~~~~~~;",o,,-~,~. ",~~~~i:-;F~~~~'.!.:~-i'fn,~,~,~4t n~~i~.~,v~~~~~t:,::"':-':.>'-S~i-;.~ .-..,'::. ~=~. EXECUTOR'S ACCOUNT FIRST AND FINAL ACCOUNT OF Burbam A. Heffielingcr and Sandra M, Wingerd, Co.Execu1rices For ESTATE OF William S, Weaver, Deccased Date of Death: Date of Co-Executrices' Appointment: Dates of Advertisement of Letters: The Patriot News - Metro West Cumberland Law Journal November 10, 1994 November 23, 1994 Accounting for the Period: December 6, 13,20, 1994 Dccember 23, 30, 1994 January 6, 1995 November 23, 1994, to April I, 1996 Purpose of Account: Burbam A. Heffielinger and Sandra M. Wingerd, Co-Executrices, offer this account to acquaint interested parties with the transactions that have occurred during their administration, The account also indicatcs thc proposed disl1ibution of the estate, It is important that the accoun1 be curcfully cxwnined. Requesls for additional infonnation or questions or objections can be discusscd with: David P. Pcrkins, Esquirc Murk, Wcigle and Perkins 126 East King S1rcc1 Shlppensburg, PA 17257 (717) 532-7388 I tc ,~, MARK, WEIGLE AND PERKINS - ATTORNEVS AT LAW - 128 EAST KINO STREET - SHIPPENSDURO, PA 11281.13li17 Summary of Account Poge Proposed Distribution to Beneliclorles 6 ,18.999.23 Principal Receipts 3 31,840.54 Less DIsbursements; Debts of Decedent Funeral Expenses Family Exemption Administration Expenses Federal and State TlIXes Fees and Commission 4 4 4 5 5 5 5,599.08 2,300.64 o 290.58 1,830,71 2.820.30 12.841.31 Balance before Distributions Distributions to Benelieiorles 6 18,999,23 o Principal Balance on Hand 6 18,999.23 ! , i' l 2 I . MARK. WllaLa AND NAKINI - ATTORNEVI AT LAW _ lae EAIT KINa STAEET _ IHIPPlENS8URO, PA 17317.t~1I7 Reeelnts of Prlnelpal QIah Fanners Trust Checking Account # 11-92167 6,575.06 Accrued interest to date of death Interest date of death to closing 2.80 2.26 Inventory 6,580.12 Received after date of death; 11-4-94 Belvedere Medical Corporation - refund 5.36 11-16-94 Capital Blue Cross - refund 114,10 11-26-94 PA Blue Shield - refund 15,44 12-8-94 Belvedere Medical Corporation - refund 10.51 12-8-94 Church of God Home - refund 2,075.00 1-17-95 Duncan & Olto - release of9-15-94 real estate settlement escrow funds 1,000,00 1.18-95 Church of God Home - close out of personal account 40,0 I 1-23-95 Mary Belle Weaver Estate - family exemption 2,000.00 3-28-96 Mary Belle Weaver Es1ate - settlement proceeds 20.000.00 To1al Receipts of Principal ~ I.R40.54, 3 MARK. WEIGLE AND PIRKINS _ ATTORNEVS AT LAW _ I :UI EAST KING STREET - SHIPPEN58URG. PA t 13111.1 :J07 D1sbul'llcments of Principal Debts of Deccdent 11-23-94 Check drawn on Fanners Trus1 Checking Accoun1 # 11.92167 outstanding at dale of dea1h to Chureh of God Home 4,958.46 12.1.94 John Meyers - for assistance prior to date of death 100.00 12-15.94 Mark, Weigle and Perkins. services prior to date of death regarding transfer of mobile home title 90,00 1-23-95 Pense Phannacy - 1-5-95 statement 6.00 3.2-95 P A Department of Revenue - 1994 P AtliJR final income tax 294.18 3-2-95 Mark, Weigle and Perkins - prepamtion of 1994 f:n~1 incume tax re1ums 135,00 3-29-95 Bonsall & Manfredi Associates, P,C, - 3.13.95 statement 15.44 5,599,08 Funeml El(penses 12-1-94 Ewing Bro1hers Funeml Home 1,150,78 12-1-94 Westminster Cemetery, Inc. - gmve marker 599.00 12.6.94 Hoy's Greenhouse - flowers 121.90 To Be Paid Barbam A. Heffiefinger - reimbursement owed for funeml reception 428.96 2,300.64 Family Exemntion None 4 MARK. WElOur: AND PERKINS _ ATTORNEVS AT LAW _ 128 EAST KINO STREET - ....PPIENSBURO. PA 172157.1187 Administmtion Expenses 11 ~23-94 Register of Wills, Cumberland County - Lelters Teslamentary and Short Certificates 77.00 12-1-94 Cumberland Law Journal - advertising Letters Testamentary 40,00 12-27-94 The Patriot News - Metro West -advertising Lelters Teslamentary 66.08 11-20.95 Register of Wills, Cumberland County. filing Inventory, Appraisemen1, and Statement of Debts and Deduclions 25.00 To Be Mark, Weigle and Perkins Clien1s Account _ Paid reserve for filing Family Seltlement Agreement with Register of Wills, Cumberland County 50.00 To Be Mark, Weigle and Perkins. reimbursemen1 Paid for postage, xerox copies, and long dis1ance telephone calls 20.00 To Be Linda K, Klein - notary fee 12,50 290.58 Paid Fedeml and State Taxes 2-10.95 Register of Wills, Cumberland County - PA Inheritance TIIX, paymen1at discount 1,500.00 11-20-95 Register of Wills, Cumberland Coun1y - P A Inheritance TIIX 330.71 1,830,71 Fees and Commission To Be Mark, Weigle and Perkins - Attorney Fee Paid 2.820.30 Total Disbursements of Principal 12.841.31 5 MARK, WElOLE AND PERKINS - ATTORNEVS AT LAW _ 128 lEAST KINO STRBIET _ SHIPPIENSBURO, PA "211,.1311, ~-:11.1.._~<lI( Distributions to Benenclarles None to date Principal Balance on Hand Cash 18.999.23 , Pronosed Dhltrlhut'on to Denen~18rlel TO: Barbara A. Heffiefinger 1/2 Share - CASH 9,499.62 TO; Sandm M, Wingerd 1/2 Share - CASH 9.499.61 .JJl,999,23 6 MARK. wmOLa AND PERKINS _ ATTORNEVI AT LAW - na EAST KINO STRRET _ SHIPPItNSBUAO, PA 173117.IBln ':LLi;:_~-_i~- _,-_-.~:'-'~;~-i~f~~.#t~~i't:,~~~~__--~}J\<~~~.~'~:~~6g;~~._~r{:!, W'~,~!'.tf:.),::f~':;;:,n?;r[~: BARBARA A. HEFFLEFINOER and SANDRA M. WINOERD, Co-Executrices of the Estate of William S, Weaver, deceased, hereby declare under oath (penalties of perjury) that they have fully and faithfully discharged the duties of their office; that the foregoing First and Final Account Is true and correct and fully discloses all significant transactions occurring during the accounting period; 1hat all known claims against the estate have been paid in full; that, to their knowledge, there are no claims now outstanding against the estate; and 1hat all taxes presently due from the estate have been paid, , :./2v Ix ~. ~ a. ~ / Barbam A. Heffiefing _La /}/J f.d~41;'",d Sandra M. Wingerd, Co-El'iecutrix Subscribed and sworn to by BARBARA A. HEFFLEFINOER and SANDRA M. WINOERD, before me this /~ day of apu..t , 1996, ~~ ,r,j(~ Notarial Seal Linda K. Klein, NotarY Publlo Shlppensburg, PA Cumbertand County My commlsslon Explros August 15, 1995 -- 7 MARK, WElaLS AND PERKINS _ ATTORNEVS AT LAW - 128 EAST KINO STREET _ SHIPPENSBURO. PA 172B7.I3D7 ':,.:' " ,. ! :<.,~:i~;~~ " " " c: j -'~".'. -.' . ',"'i :' ~:' " '/:; 'r.:i::~j~t.~:;Nr2j;~r "~. ;~;'~;}:;~. \~;:;:i"""",_ ["':,,: . ~:-: .. /f2t<;~:~I;~~t;l}~ ,'~ '.' :', 'yci;'l" !~ ~: ',:}i:f;~'~~~' :~. 't:. -'.'.'- ", ,,",,-" ,"" -- .'-" ',,:; ..,:';-; t.-;, ,co.' , ';.:'Jr".'-' , t, ~;, :',' ','- .- " - . - ~ ~~,-~- -".. ' ", '"'IC' ;-;, ....i. ,",,- , 'i'}' '.. :1t}xfi:~t,~if~1f~:5'I??:' '. ~o~':. -;':: "."~~.~. '.', .;., \,' . ~'~f,;t:dA~t. Z5'~"~: J~~M.Ui;,wlioii AND'PUIIINS, AmlaNIYI AT LAW ' , . , .. '= " ....t, , rAlI~ (117) m~" . ,..."',.,..~....,....::,.:...~:.::,,.:....,'.',:,:..:,:,;".,....:.....:,.",..;.,=..~l.:.,._.;..,;,~'.~..,..;.~.,.,.',_.:,:....,,{,_.i..,.,....~..:....;~.;.',':,:! ...,:".,~,_...'..r-..::,.,:,;,~.'.;::...:.:"..::::,.,,,...,.,.,:...:.:.:.:.::.'. ~~}~i;~~.~~;::;T~~m7) ~1* .. '. "~ . __\~;_~.~ :~.~:' ,., ~ e REGISTER OF WII.LS. CUMBERLAND COIINTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: William S. Weaver Date of Death: ' 11-10-94 Will No. 21-94-0988 Admin. No. . Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. ~J 1't:J.AffV R~ g 8- .... 0 .rt) (J ~I rc ,.,n .:~ r: ~ c':,~ . .Cl ~ ~a , Q; G. ~So Signature Oate: o,!1 Q,..,; ~)> :i': 00 'g 1,; ot, ir~ Q)a: a: David P. Perkins. Esquire Name (Please type or print) MARK, WEIGLE AND PERKINS 126 East King Street Address Shippensburg, PA 17257 ( 717 I 532-7388 Tel. No. Capacity: Personal Representative X Counsel for personal representative (MAH: rmf/AM3) .' v t.-- .. REGISTER OF WIJ.l.S, CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: William S. Wenver Date of Death: 11-10-94 Will No. 21-94-0988 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 5-1-96 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account 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 account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: /I-;H)- q" Q::A. C ~~ Signature \.; " David P. Perkins, Esquire Name (Please type or print) HARK, WEIGLE AND PERKINS 126 East King Street Address Shippenaburg, PA 17257 I 717) 532-7388 Tel. No. l~,; 1'J L: ..- , ~ -' \ ~;;J ;:) , _H.J Capacity: Personal Representative X Counsel for personal representative (MAH: rmf/ AM3) ,.....,..,. .._",,~,___,_'A_,'_'_"