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HomeMy WebLinkAbout95-00533 - t:- fOA OATES Of DEATH A"IA 12131191 CHICK HIAI If A SPOUSAL POVIATY CAIDIT IS CLAIMID 0 Fill NUMBIA RfY.I~~O(J[+ Pl,qll t. .: ~ ,.,....:." ~ ,. l.tJ - INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) COllNTY CODE ~ ~:!'" V"',, w"'V ::cOO V"'''' ...., ... <{ 'I- ::Iz ""w ",,0 o z VO ... z o ~ ::> I- 0;: is w '" z o 1= ~ ::> ... ~ 8 )( ~ N' M 7/ MAGAW AvE.. CAP-1..15L.E, Pt.... 170/3 Coo"" Cu Me,E Il.I..A N D o 3. Remainder Relurn Ifor dale. of dealh prior 10 12.13.82) o 5. Federal Eltare Tax Relurn Required O. 8. Tolol Number of Safe Deposit 80)(0. I- Z w e V w o COMMONWEAltH Of PENNSYlVANIA OlPARIMENT Of AtV(NU( OfP' 280601 HARRISBURG, PA 1117'.0601 , ~AM II" . I WE.I BI...E.Y U I Y NUMB . H .J..I S33 NUMBER , N MI l I I l DONALI) f 'N. Original Relurn I-I~ Supplemental Relurn YEAR 5" o 4. limited eslot. 0 40. Future Interes' Compromise (for dale. of death alter 12.12.82) ~6. Decedent Died Te'fale 0 7. Decedent Maintained a living Trust (Allach copy of WUI) (Alloch copy of Truil) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. NAME M l MAlLIN AD 49 SOUTH BOIL-IN c:. 91N OAY.. Dp-.\vE. SPIl.,\NE>S PA 17001 , 1..5 ( 8) 1. Real E,'ate (Schedule A) I 1) 2. Slack! and 80nd. (Schedule 8) I 2) 3. Clo.ely Held Stock/Pallne"hlp Inler..1 ISchedule C) (3) 4. Mortgage. and NOle. Receivable (Schedule 0) ( 4) 5. Cashj,Bank Depolils & Miscellaneous Penonal Properlyl 5) (Sc edule E) 6. Jointly Owned Property (Schedule F) 7. Tran.fe" (Schedule G) (Schedule l) 8. Tolal Gron Auels (Iotallines 1-7) 9. Funeral Expenses, Admlnistrati...e Cosll, Mlleellaneous ( 9) Expen.e. (Schedule H) 10. Debts. Mortgage liabililie.. lien. (Schedule I) (10) 11. TOlal Deduction. Ilalallln.. 9 & 10) 12. Nel Value of Estale (line 8 minus line 111 13. Charitable and Go...ernmental Bequesls (Schedule J) 14. Nel Value Sub ectla Taxlllne 12 minu.llne 13) 15. Amount of line 1.4 taxable at 6% rote (Include ...alues from Sch.dul. K or Schedule M.I 16. Amount of IIn. 1A taxabl. at 15% rat. (Include ...alu.s from Schedule K or Schedule M.) 17. Prln-:ipallax due (Add tax from line 15 and from line 16.1 18. Credill Spoulal Pa....rty Credit Prior Payments + + 19. If line 18 is greoler than line 17, .nter the diff.r.nc. on line 19. This is Ihe OVERPAYMENT, aD ...:r:n....... ..,....... .,.......1.1.1 ,"......,.1 rrr.T: II':'t .'..1" ..1 . ." ~'.'II.IoI. ( 6) ( 7) o. 0-,- o. O. D. .2 87:U1.5 , (). 4 & 7 8 . 411 , D. 281:2..~3 , a. o. D. o 20. If Iin. 171s gr.ater than line 18, enler ,he difference on line 20. This Is the TAX DUE. A. Enler the Inl.relt on the balance due on line 20A. B. Enler the 10101 of line 20 and 20A on line 20B. Thi. i. Ihe BALANCE DUE. Make Check Payable tal Regll'er of Willi, Agen' .... BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH... Under penahiel of perjury, I d.c1are thai I ha.... exomined Ihis r.lurn, Including accompanying schedul.s and stalemenll, and 10 the besl of my knowledge and belie', It Is Irue, correct and camplel.. I declar. that 011 real ellole has been reported allrult market value. Declaration of preparer olh.r than the personal r.presenlative is baled on ollln'ormatian of which pre parer has an)' ~nawl.dgl. SIGNATURE Of PERSON RESPONSlll E 'OR.fIlING MUUAN AODRESS DATE (11) (121 (13) (14) 115) o. o x .15 = )( .06 a (16) (17) Discount Interolt (18) (19) (20) (20A) (20BI fly E.. <:^~LI"'-e.,P", f7QI3 ~ DP-.1!.OIL.IN1, Sp~~p" 17oo~ o a a. 7 h;z../9~- DATE , , -7f~J.I~ 1lty.lllIn. V-III ITEM NUMBER A. ~~ CCMMONWI!ALTH 0' 'INN$YlVANIA INHI!IUTANCI TAX UTURN RlSlDINT DICfDfNT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES DONA!..I:> 'vi. WE.leLE.. '( F DESCRIPTION 1. Funeral Expenle.. &11.. FWNe.Il....... P..aP.,c:.HNsE. c.oNTI"Ac:..r N IC."-e..\-. \=""N li..U,- HQIoIE.. WE:,t ~".fN STIl.E.E.T P.D.'&o,," 910 Loysv,....L.E., PA.. 17D4-1 B. Admlnlltratlve Calli: 1. Perianal Repre.entallYll Comml..lon. NONE, Sodol Security Number 01 Perianal Repr..entaIlYll: Veor Camml..lan. paid '" fA , fJ/A , 2. Allarnoy Fe.. N 0/'01 Eo 3. family Exempllon N/A Claimant Add.... 01 Claimant at decedenl'. death St..et Add.... Relallon.hlp City 4. Probate Fe.. N/A, C. MI.ceUaneoul Expenl'" 1. 2. 3. 4. 5. 6. 7. 8. Slate Zip Code Pleale Prfnt or Tvpe B R AMOUNT 4878.40 I TOTAL IAI.o enter an line 9~ Recapitulation) $ Ilf more Ipace II n..ded, Inlert addl!lonallh..tl of lame II.e.) '~:~ . . , . . . :,-' _._---:-----.. ~ .-......~.....~.~-:~~ -"--' ..------..,.. .....-.--.....--. i '..e ~ ~ I ~I~~ rl- - ~ En I~! hi ~ ~ ~ . ~ ~i ~ ~ It '~-1I1 II II II .. ~ ~ ~ l'l I! 1'.Il · J I " t . I '- ii-I! -I l!t I I I ~ · Cl Ii i .llt J I 5 s~~ i ~ .. ~~ ~I~~~ € ~ ~ Hj ~ !I\ ~ H~~ nn11 ~ l i slol iiI, I I ~ :.' ~ ! l ~ ~ ~ ~ ~ ~.. .. .. .. .. .. 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II! ~ ! .. a. :l: .'''..-....-., LAST WILL AND TESTAMENT OF DONALD WAYNE WEIBLEY I, DONALD WAYNE WEIBLEY, o~ the Township o~ Monroe, County o~ Cumberland and Commonwealth o~ Pennsylvania, being o~ sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking any and all Wills and Codicils hereto~ore made by me, that is to says ARTICLE ONEs I direct that my ~uneral be conducted in accordance with my station in li~e at the time o~ my death) that a suitable tombstone or marker be erected upon my grave) and that my hereina~ter named Executors pay all my ~uneral expenses as soon as is convenient a~ter my death. ARTICLE: TWOs I direct that all my just debts be paid as soon as practicable a~ter my death. ARTICLE THREEs I direct that all inheritance, estate, trans~er, succession and death taxes, o~ any kind whatsoever (including any interest and penalties thereon), which may be payable by reason o~ my death, whether or not with respect to property passing under this Will, ahall be paid out of the principal o~ my residuary estate. 1 ARTICLE FOURI In the event that I and my vi~e, SARA BRINER WEIBLEY, die in some common catastrophe, under such circumstances as to make it di~~icult or impossible to determine vho survived the other, it shall be presumed that I predeceased her and she survived me, unless the ~acts unmistakably appear to the contrary. ARTICLE FIVEI I give, bequest and devise unto my vi~e, SARA BRINER WEIBLEY, all the rest, residue and remainder o~ my estate, vhatsoever nature and vheresoever situate, real, personal and mixed, absolutely and in ~ee simple. In the event that my vi~e should predecease me or should die vithin thirty (30) days ~rom the date o~ my death, I give, bequest and devise my entire estate to my children, to vit, Arlene Weibley Arndt, Donna Weibley Ho~~man, Doris Weibley Pina, and Ronald Eugene Weibley, in as many equal shares as there shall be children o~ mine then living and children o~ mine then deceased but vith issue then living, such to take, Der stirDes. the share my child vould have taken i~ living. Any accrued or undistributed net income shall be added to and become a part o~ the Principal o~ such child's (or child's issue) share o~ the residuary estate. Each share thus set apart ~or such issue o~ a child o~ mine shall be distributed outr~ght and ~ree o~ trust subject to the provisions o~ the ~olloving minor bene~iciary clausel I~ any bene~iciary other than a child o~ mine entitled to receive a share o~ my estate shall be a minor, such share shall not be distributed to 2 ""'~_'"'+ '.' ._.,......,,_.-, '.-...-'~'~" -,_ ",-','_'.r";__ him or her, but shall be deposited in trust with a reputable commercial bank or trust company, such commercial bank or trust company to act as Co- trustee o~ such trust account along with the E~ecutors named in this Will. All ~unds distributed into and accumulated in such trust account(sl shall be retained by the Co-trustees until the bene~iciary attains the age o~ twenty- one (211 years; at which time such ~unds shall be distributed to him or her ~ree o~ trust. The Co- trustees may distribute so much, or all, o~ the Income and Principal o~ such ~und as the Co- trustees in their discretion may determine ~rom time to time to be advisable to provide ~or the health, education (including preparatory, college, graduate and pro~essional educationl, maintenance and com~ortable support o~ such minor in the manner o~ living to which such minor has been accustomed, directly to such minor, to the person having custody o~ him or her, to the guardian o~ his or her estate, or to the oustodian ~or such minor under any applicable Uni~orm Gi~ts to Minors Act, without liability on the part o~ the Co-trustees to see to the application thereo~ and without requiring bond or surety, or the Co- trustees may expend such Income or Principal directly ~or such purposes. At the end o~ each I I I I. :3 " . . RONALD E. WEIBLEY, CPA 49 SDuth Pin Oak Drive BDiling Springs, Pennsylvania 17007 July 11, 1995 Mr. Richard Seneca Commonwealth Df Pennsylvania, Department of Revenue Bureau of Individual Taxes Dept. 280601 Harrisburg, PA 17128-0601 RE: Estate of Donald W. Weibley File No. 21 ACN 95102764,95102765,.95102766 Dear Mr. Seneca: I an writing tD YDU on behalf of my mDther, Sara B. Welbley, who has received three notices frDm your agency regarding potential Inheritance Taxes due (cDpies attached). With regard tD the first tWD nDtlces (Identified as ACN 95102764 & 95102765), we believe that these notices are incorrect In that the two certificates of depDsit tD which these two nDtices relate were purchased on August 30, 1994, with funds received frDm the sale of my parent's personal residence. Settlement on the sale of their residence occurred Dn Friday, August 26, 1994. On the fOllDwlng Tuesday, August 30, 1994, my mDther invested the majDr pDrtion Df these proceeds with Members First Federal Credit Union in the fDrm of tWD $50,000 certificates Df deposit. The prDceeds Df the sale of the jDlntly-owned persDnal residence were depDsited into a jointly-owned checking accDunt, frDm which checks were written to purchase the two jDintly-owned certificates of deposit. Sln~~ their persDnal residence had been held in jDint name since It was constructed In 1961, we believe that this series Df transactiDns, culminating with the Investment Df the prDceeds of the sale of that residence into tertificates Df depDsit Issued In jDlnt name, does nDt constitute a taxable transfer. I have Included a copy of the settlement sheet for the sale of the personal residence as part of this correspondence. AccDrdingly, we respectfully disagree with these two notices. With regard to the third nDtice (ACN 95102766), We acknDwledge that this was an aCCDunt held Dnly In my father's name until August 30, 1994, at which time It was changed to a jDint aCCDunt. HDwever, since all other assets were held in joint name with my mother, and because the expenses for my father's funeral exceeded the amount held in this aCCDunt at the date of my father's death, it appears tD me that nD tax will be due on this account when the Inheritance Tax Return is filed fDr my father's estate later this week. I hDpe this informatiDn is helpful tD you in resDlving action with regard to these three nDtices. We expect to file a Inheritance Tax Return for my father's estate before July IS, 1995. Very truly yours, RDnald E. Weibley, CPA, POA I I I I I I { I " A. SETTLEMENT STATEMENT U.I. DEPAUMEMT Of twlUIQ AND IMIAM OEVELDPMUT 1M INl. 150lo016S _. 1"1 Of LOAN I. II ,.. Z. ( J,1IIftA 1. I J ConY. Un"'I" 'Ill IUtBEI 17. LCWlIUtIlI II. MCIITGAGe 1111 CAU II.N(I 4. II YA s. ex) COrN. 'nto WAn. CAD C. NOIIII"h to,.. .. fumhhed to IlIve you . It.t.."t 0' aclUlI ..nl.."t COIU. ~t. paid to Ilnd ~ the ..ttl~t .,tnt .r. shown. 11_ .rkld -[POCJ- wen pilfd autllde the clOlll"ll1 th..,. In Iho.n hln for Info.... DfWI purpos.. and .r. not Included In the total I. 4.0 0'5'94 (8/UA"1) o. NAMI .uI) ADDRUI 0' 10UMI I. MAMl AND ADDIESI 0' SULU ,. NAME AND ADDIElI 0' LENDfl VALII)1 J. VA'" DONALD W. YEJllry Ind '1I11f MATICIlAl "'GAG! COIP. IAIA G. WEIILEY 6704 oanl caJlT WN UNIIE, II) 21060 a. ,ICPlllY LOCATION H. "TTLEMUT AGlN' I. SETTLEMENT DATE 143' lOlLING "'IIIfGI lOAD MIDITATE AlITRACT tDMPANY lOlLING UIIIlGS, PA 17001 PLAtE 0' ""LOtEMT Augwt 26, 1994 2]31 MAUU ITlEET CNIt MILL, PA '7011 .I. IlIIWY 0' ~.CM:.'I TWlAtTIOM I. IlMW:Y 0' lELLER" TUJfIACTlmI 100. ClOII AMOUNT CUE 'RCIt IOUOWEI 400. GIlOSI AHCUIT DUE TO lULU 101. Contract 'Il.. Price 112,000.00 401. Contract III.. Price 132,000.00 '02. Plnonal Property 40Z. Perl~1 Preparty '0]. Ilul--.t chlrg.. to borrowr llna 1400 6,622_34 403. 104. 404. ,.,. 4.,. AdJUlt....u for It_ paid by 1.1I.r In Idvenc:. AdJutt--.tl for I t_ paid by ,.ller In 8dv1l'lC' 106. Clty/tOWl t..n .. 406. Clt';'/tcv\ tU" .. '07. Cc;u,ty t.... oa.Z6.94 to 0'.0'.95 92.29 407. C~ty tun 08-26-94 to 01-0'-9'5 92.29 IDB. Idlool Tax.. 01-26-94 to 07-01-95 911.45 401. School Tun oe-26-94 to 07-01-95 911.41 109. 409. 110. 410. 111. 411. 112. 41Z. 'ZO. ClOSI AMCIJNT DUI flOM 1CI:1a,,[1 139,626.01 420. ClOSS NIUIT DUE TO lULU 'D,oo].74 ZOO. NOJlITI PAID I' OR III IEKAL' Of _IC"..U SOD. IEDUCTUIII 1M AMCIUNT tu! lULU ZOI. Depotlt Of" llmalt .....,. 3,OOO.DO 50'. Exces. depMlt (s.. ,,.tructlorw) 20Z. principal ......t of new loan(l) 118,BOD.00 502. .ettl--.t chlrg.. to ..Il.r II.. '400 11,113.6:1 Z03. hlsUng I..,C.) t.ken .wJec:t to SOl. EX'ltlng 1.,. tahn awJact to 104. S04. payoff of first MOrt,I,1 loan IDS. 505. Payoff of ..cand mrlglp loan 106. 506. Z07. SOT. (O_It dl......od .. proc:_1 IDa. soa. 109. 509. Ad'UltMnIl fo. 't... unpeld by s.lllr Ad)utt--.tl for It_ \q)Ild by .."er 2'0. City/town t.... .. 510. City/town t.... .. 211. COU1ty IIx" I. 511. COWlty tun I. 212. Ichoot T...." .. 5'2. SChool Tun I. m. m. Z14. 1I4. m. Ill. 2'6. tKI4l UARRAlln CREDIT 162.50 S'6. 2fT. llT. 118. Sla. Z19. S'9. Z20. TOTAL PAID .'/fOR _llMI 121,962.50 520. TOTAL lmuc:TlC* AMOUNT DUI! ULUI 11,113.63 ]00. CAlH AT UnUNlMT n[Jf/TO IORIMI 600. CAIH AT UTTWEN, TO/flCIt IILLU ]01. Groll .. .... fro. borrower ellna 120) 139.626.011 601. Groll ......1 0.. to ..lIlr 11Ine 4201 Ill,DOl.74 ]OZ. L... .. peld by/for borr....r 11Ine UOI ( lZI,962_50) 6OZ. Ln. rtcb:tlona .... ..U... (line 5201 ( 11,11].63) ]D]. CASH OIl '.111 II 10 IClllCMI 17,663.511 603. CAlM OIl 10 II''''' IILLEI 121.1190.11 '" -'-nit.:p;~' -.... -. - '.. ::!-,. 7'~-""."-" lClR.lllIU lULU .-vi' I A . - WoE.IE J. Ilol11.. Y. ""'LET~J /,// ..- 1ClR..... IULEl -A / '" "~e---, /It}. ~ , it ~ .f g-1 Cl-86) RESP". HI 4]05.Z l. aE"LfHfHf> CH.U:GU roo. Totl' hh'/Irohn CcaI'ufDf'll bI.., on price I 132,000.00 I 6.0000 I . 7,920.00 PAID nON PAID fllCJIII Dlvl.lon 0' C~I.llon ~'Ine 700) I' 'ollOWlI 1OR1l~1l'1 SULEII. TDI. . 3,985.00 to GEOAGEl.fBENU fUNO. AT f1MIl Ar 702. . 3,935.00 to IHE HCl4ESTEAD GllCUP, IIIC. SUnDENr InTUMENr TD3. C~f..lon paid .t Slttl--.nt 7920.00.'62.50 POC (JEDUCE 112 lA.) 7,920.00 704, 800. "E"I PA'AIU IN CONNECTION UIIH lCWII 801. lo.n orllllnotlon ,.. 1.0000 I t. fllllr NATIONAL MOUGAGE COIP. 1,IM.OO MZ. loan DltcCU'lt 1.5000 I t. "1l1T NATIONAL _IGAGE COIP. 1,712.00 SOl. A~"'II ,.. t. ,,1l1T NATIONAL MORlGAGE CORP. 250.00 POC -25.00 804. Creell t lltport t. "llIT NArlONAl MORTGAGE COIP. POC 'ss.oo 805. DOCl.ME.T IEvnw fEE t. "ur NAJlONAl _TGAGE CORP. 100.00 806. R.E. TAX IEIlVlCE fEE t. "lln NATIONAL MORHI....G[ CORP. 75.00 507. AIIUIJlUon f.. t. BOa. 009. alD. all. 900. ITEM' REGUIIED I' lENon TO If PAID I. AOVANC( 901. Intenlt fr~ 08-26-94 to 09.01.94 511 27.670000/daY(6 ..... 11.50001) 166.OZ 902. Mortgage I,..uranc. Pr.h... for '2 MOnth. to "RST NATIONAL MORTGAGE CORP 475.20 903. Haurd I....urenc. Pr_fUl for 1 )'eer. t. 1'04. t. 90S. 1000. IUlRVEI DEPOSITED WITH LENDlR IOD1. Hlllrd Irwurlll"lC. 2.0 MOntha . . 19.75 per MOnth 351.50 1002. Mortg.ge h.uranc. 2.0 MOnth, .. 34.65 per MOnth 69.30 1003. Clty/tOWl t.... MOnth, .. per MOnth 1004. Coulty tU" 11.0 MOnth. .. 21.93 per ..-.th 115.44 1005. Ichool T.... 4.0 MOnth. . . 119.n per -.nth ssa.as 1006. ..,th, . . per -.nth 1007. MOnth. . . per MOnth tOGa, MOnth. .. per MOnth 1100. TITLE CK4RGE' 1101. Ilttl.."t or clo.lng f.. to "IDITATE AlITlACT COMPANf 50.00 "OZ. Abstract or tltl. ...rch t. "03. rltl. e._I MUon t. 1104. TltI. 'nlurenc. binder to 1105. Doaaent ~r.tlon t. 1106. Not.ry f... to "ICHAEllllJII)U', ESQ. S.DO 1101. AttOrneyl, f... to "ICHAEl I\II)LE, ESQ. 2DO.DO (Inch.... above ft_ I'1LIIber.. ) 1108. TlU. ''''""ane. to "'DSTATE AlITIlACT CClCPANf IIIO.DO (lnchdH above ft.. I'1LIIber.. 1l0Z I1DS Alfl 1104 ) 1109. Lender'. coverage . 1111,IlOO.00 1110. CMMr" cowrao- . 132,000.00 1111. END. . 100, 300 & 11.1 to "IDITATI AllfllACr COMPANY 30.00 1112. MOfAAf fEE to CASH 5.00 lIIS. 1200. GOVUNHENT RECOlD'Na ANO TlAlISnl CIWlGEI 1201. lecordlng ,..., Deed . 12.00 INGrtg.ge I 16.00 :..,..... I U,DO 1202. Cfty/cDl.rlty t../.t..... 0_, 1,320.00 ,Mortala. I 1.320.00 1203. Stetl t../.t.PII 0_' 1,320.00 INGrtala. I 1,31o.DO 1204. 1m ICHOOl fAXEI t. MaNlI n,p. TAX COlUCTOII/MAIf flJRRAf 1,076.6] 12DS. I(CORD POoIll 0' ATTOIINE1' t. RrCOlDr. 0' OEEOI 12.DO 1300. ADDITIONAL IITTLlHlIIT CHAllGEI 1301. lurwy to 1302. Peat h.pectlon t. WLULI PIll CONTROl. 50.00 1303. OVUMleHr MAil PACKAGE t. "'DIlATl AllTlACT COCPAN' 25.00 1304. SEPTIC INSPECTION ,. Pla'ISEPTlC IUVla no.oo 1305. UATrR TEIT/lNO TEIT t. ilEAL UTATl ElIVlRONMI:MfAl III. nO.DO "00. TOTAL IITTLEMENT CKUCE. (("t.r an Linea 10]. Section J ~ 502, lactlon 1') 6,622.)4 11.ltJ.6J 'Y .'IIIO'og plgt , of thl. It.t~t, tht .I"torl.. ICtnow'advt rtctlpt of · c~~., thl. Z PO" ...._t. (aIllATTI) Certified to be I tl'Ul copy ~ , SETTLEMENT ITAT[H(NT PAGE 2 lettl--.nt Agent ---.. .--- -.. --- . REV-1543 EX AFP CB-941* ' . . COHHOH~EAlTH OF PENNSYLVANIA DEPART"EHT OF REVENUE BUREAU OF INDIVIDUAL TAkES DEPT. ZBUDI HARRISBURG, PA 171Z8.D6Dl INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE ND.21 95102764 02-02-95 ESTATE OF DONALD W WEIBLEV S.S. NO. 198-05-116B DATE DF DEATH 10-16-94 COUNTY CUMBERLAND TVPE DF ACCOUNT ~ SAVINGS CHECKING TAUST CERTIfICATE REHIT PAYHENT AND fDRHS TO. REGISTER DF WILLS CUMBERLAND CO CDURT HOUSE CARLISLE. PA 17013 :~ ** SARA B WEIBLEY 71 MAGAW AVE CARLISLE PA 17013 HEHBERS FIRST Feu h.. provld.d the Olput.lMt ..lth the Infor.aUon lhhd b.lo. Which h.. b.ln uud In ulcuht1ng the pot.ntl.l t.. dU'. Th.lr r.cord. Indlcata that at the dl.th of the above dacldant, yoU "Ir. . Joint ownar/b.naflcllry of thl. account. If you fall thll Infor..tlon II Incorract, pl.... obtain ..rltten corr.ctlon fro. the financial In.tltutlon, .ttach I copy to thl. for. and r.turn It to the .bov. .ddr.... Thl. account I. t...bl. In .ccord.nc. ..Ith the Inhlrltanc. T.. La... of thl Co..on.lllth of Penn.ylvanla. aul.tlon. .'y b. an....r.d by c.lllng (717) 781.8527. COMPLETE PART 1 BELDW . * . SEE REVERSE SIDE FDR FILING AND PAVMENT INSTRUCTIDNS Account No. 5380-4D Data OB-30-94 E.t.bliah.d Account Balanc. 50,099.73 P.rc.nt Taxabl. X 100 . 00 Aoount Subjoct to To. 50.099.73 Tax Rat. X .06 Patontbl To. Duo 3. DDS. 9B PAAT , TAXPAYER RESPONSE [!] I FAILURE TO RESPOND ifILL. RESULT IHAN' OFFICIAL. TAX ASSESSHEHT' BASED. OH THIS NOTICE A. 0 Th. Ibov. Infor.aUon Ind tall dw 1. corrlct. 1. You ..y chao.. to r..1t paY.lnt to the Rlghtlr of WIU. with two cop I.. of this noUce to obtain . dl.count or .vold Int.r..t, or you .Iy chIck bo. RA- and r.turn thl. not Ie. to thl R.gI.t.r of WIll. and an offlcl.l ........nt will bl I..u.d by the PA D.p.rt..nt of Rlv.nul. To In.ur. prop.r cr.dlt to your IccDUnt, t..o (2) cop I.. of thl. not Ie. .ult ICCOlpany your P'y.."t to the Rlghtlr of WUh. "akl ch.ck plyabll to' "RIghtlr of WIU., AglntR. HOTEl If ta. pay.ents ar. .ada within threa (S) aonth. of the dlcldent.s d.t. of d..th, you ..y deduct. 5X dhcOU'It of the t.. dUI. Any Inhlrlt.nc. t.. dUe ..Ill blco.. dlllnqulnt nine (,) .anths aftar the date of dlath. [CHECK ] ONE BLOCK DNLV 8. 0 Th. above ....t h.. blln or ..Ul be reported and tax p.ld with the PeM.ylvanh. Inhlrltanc. Tax r.turn to bl fllld by the dlc.dlnt'. rIPr..lnt.tlvl. C. c:J Thl above Infor.atlon l~ncorrlct and/o~lbt. and dlductlon. wire p.ld by you. You _u.t co.phte PAR' L!..J and/or PARr l!.J b.low. If you indicat. a diff.rant t.. r.t., pl.... at.t. your r.lationship to dacad.ntl PAAT ~ lAX RETURN - CDH?UTAi'Iefl LINE 1. D.t. E.tablish.d 2. Account aalanc. 3. Parc.nt Taxabl. 4. AMount Subj.ct to Tex 5. Dabt. and Deductions 6. A.ount Taxabla 7. Tax Rate 8. Tax Du. -'-.':,>.; . ., OFFICIAL USE ONLY DAAF ,~.A .DEPARTMENTOF'REVENUE TAX efl JOINUTt:UST ^CCDUNT!! DF 1 2 3 X 4 5 6 7 X B PART [!] DATE DEBTS AND DEDUCTIONS PAD 1 ,.. ..Z' .,....3. ....4,: :". .s "':~:'Gi:'::::'" ' ""..7" ',8:' CLAIMED -~......- PAID PAVEE DESCRIPTION AMOUNT PAID ! TOTAL IEnter on Lina 5 of Ta. eoftput.tion) I . - Undar panalti.. of perjury, I d.clar. that the fact. I conpl.t. to the b..t of ~y knowl.dge and baliaf. have reported HDME ( WDRK C TELEPHONE above .re tru., carr.ct and I ) NUMBER DATE TAXPAYER SIGNATURE REV-1S43 EX AFP (B-941*, ~ COHHO~WEAlTH OF PENNSYLVANIA DEPARTHEHT OF REVENUE BUREAU OF INDIVIDUAL TANES oEPT. ZU6DI HARRISBURG, PI 17121-0601 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 95102765 02-02-95 .. SARA B WEIBLEY 71 MAGAW AVE CARLISLE TYPE OF ACCOUNT ~ SAVINGS CHECKING TRUST CERTIFICATE REHIT PAYHENT AND FDRHS TO, REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 ESTATE OF DONALD W WEIBLEY 5.5. NO. 19B-05-116B DATE OF DEATH 10-16-94 COUNTY CUMBERLAND PA 17013 HEHBERS FIRST Feu hu provided thl Daparhant with thl Infor..Uon Ihhd balow which hi' ba.n und in ulculaUng thl patentil. tax du.. Thalr rlcord. Indlcat. that at thl d.ath of thl above dlcldant, you Wlta I Joint ownar/beneflclary of thl. account. If YOU ,..1 thl, Infor..tlon 1. Incorrect, pl.... obtain wtlttan corrlctlon fro. thl financial Institution, attach. copy to thl, for. and raturn it to thl abovI .ddr.... 'his Ircaunt 11 t..abl. In accordancl with th. Inh.,.1tance TalC La... of thl Co..onw..1th cf P.nnnlvanla. Gu.atlon. .ay b. an.w.rad by calling (717) 787-83Z7. CDHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIDNS Account No. 53SD-41 Doh OS-30-94 E.tablhhad Account Solonoo 47 . 109 . 59 Parcant Taxabla )( 100 . DO Allount Subjact to Tax 47,109.59 To. Rat. X .06 PatonUal To. Du. 2. BZ6. 5B PAAT ' TAXPAYER RESPONSE [!] I FAILURErD RESPOND IfILL:RI!SUL.T IN.AN OFFICIAL TAX ASSESSMENT BASED ON THIS NDTICE A. c:J Tha above Infor.atlon and tax due I_ corr.ct. 1. You .ay chao.. to rl.lt paY.lnt to the Rlgl.tlr of Will. with two copla. of this notlc. to obtain a dl.count or avoid Int.ra.t, or YOU .ay ch.ck box ~A~ .nd raturn thl, notlca to thl R.gl.t.r of Will. and .n cfflclal ........nt will ba l..u.d by tha PA D.part.ant of R.vlnua. To Inlura propar cr.dlt to your .ccount, two (Z) copl.. of thh notice aUlt .cccapany your pay.ent to the Real.tar of Will.. H.k. ch.ck p.yabl. tOI "Raalst.r cf Willi, Aa.ntR. HOTEl If tax payaent. are ..d. withIn thraa (3) aonth. of the d.cadant.. data of d.ath, YOU ..y deduct . S~ dl.count of tha tax dua. Any Inharltanca tax due .,UI baco.. d.lInquant nlna (9) .onth. aftar the data of da.th. [CHECK ] DNE BLDCK ONLY I. c:J Tha .bov. ..Iat ha. b.an or will ba raportad .nd t,x paid with tha P.nn,ylvanla Inharltanca Tax raturn to b. fll.d by the d.c.d.nt.. rapra.antatlva. C. c:J Tha abova Infor.atlon I~ncorract and/o~abt. and dlductlon. wara paid by you. You IU.t co.plata PART l!J and/or PART l!J balow. If you indicat. a different tax rat., pia... .tate your relation.hip to decadent I '. :..'. .DF,FICIAL USE ONLY 0 AAF ." .1'11.. DEPARTMENT..OF ,REVENUE. .....-,............ ... PAnT I!l TAX RETURN - COH~UrATXuN O~ LINE 1. D.ta E.tabli.had I Z. Account aalance Z :S. Percent Taxabl. :5 x 4. Allount Subject to Tax 4 S. Debt, and D.duction, 5 6. Allount Taxabl. 6 7. Tax Rata 7 x 8. Tax Dua 8 PAAT @] DATE TAX ON JOIi'lT/TRUll'i ACCOUNTSPAlJ 1'. Z 3 4 5 ,. .6' :1' .S' DEBTS AND DEDUCTIDNS CLAIHED :..:,j'.. PAYEE DESCRIPTIDN AMOUNT PAID PAID i TOTAL CEntar on Lina 5 of Tax COIIPut.tion) i . Under panaltie. of perjury, I daclar. th.t tha fact. I cOMPlat. to tha ba,t of IIY knoNladga and baliaf. hava r.port.d above era tru., corract and HOME ( WORK ( TELEPHOtlE TAXPAVFR SIGNATURE REV-1543 EX AFP 18-941,* COH"O~WEALlIt OF PENNSYLVANIA DEPARTMENT OF REVCNUE BUREAU OF INDIVIDUAL TAXE5 . . DEPT. :80601 ttlRRlSBUAG, PA 1712B-0601 INFORMATION NOTICE ANO TAXPAYER RESPONSE FILE ND. 21 ACN 95102766 DATE 02-02-95 ESTATE DF DDNALD W WEIBLEY 5.5. NO. 19B-05-1168 DATE OF DEATH 10-16-94 COUNTY CUMBERLAND TYPE DF ACCOUNT ~ SAVINGS CIIECKING TRUST CERTIFICATE REHIT PAYHENT AND FDRHS TO. REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 SARA B WEIBLEY 71 MAGAW AVE CARLISLE PA 17013 "ENDERS FIRST Feu hu provldad thl napart.,nt with the Infer'.Uan Ihtld balow which hu ba.n u'ld In cIlcuhtlnll the potantlal taM due, Thalr racordl Indlcat. that at thl d..th of the above d'c.d.~t, you war. a JoInt awnar/beneflcl.ry of thl. account. If you f.,l thl, lnfor..tlon 1_ Incorr.ct, pl.... obtain wrlttan correction fro. thl financial In'tltutlon, .ttach . copy to thl, for. and r.turn It to the above .ddr.... Thl. account 1. taxable In accordance with the Inharltanc. 'aM lawI 0' the Co..anweatth 0' Pennsylvant.. Quastions 'IY bl answarad by callinG (/l/J 181.SJ2/. CDHPLETE PART 1 BELDW M M M SEE REVERSE SIDE FDR FILING AND PAYMENT INSTRUCTIDNS Aocount No. 53BO-OD Oat. 08-30-94 Eltabli.hed Account ealanca 2,872.23 h,.cent TalCabl. )( 100 . 00 Allount Subject to TalC 2,812.23 T.. Rat. X .06 PotanUal Tax Dua 172.33 PAAT , TAXPAYER RESPONSE [!] I, FAILURE .TO RESPOND WILL, RESULT' IN AN OFFICIAL TAX ASSESSNEHTBASED', ON THIS NOTICE. A. 0 Thl abOlla Infor.IUon and tall due h corrlct. 1. You ..y choasa to raait pay.ent to tha RIGistlr of Will. with two copils 0' thil notica to obtain a discount or avoid Intlrast. or you .ay chack bOll ~.~ and raturn thl. notlca to tha RaGlst.r 0' wills and In o"lclll IS..ls..nt will b. I..u.d by the PA D,p'rtlant of R.vanuI. To Insurl prop.r cr.dlt to your ICCount. two ez) cop I.. of thl. not lea au.t Iccoaplny your plY.lnt to thl RaGhter of WIU.. HaitI ch.ck paYlbl1 tal -Rag 1. tar of Will.. Agant~. NOTEI If tal( pIYllanh .r. .adl within thra. (3) .onthl of thl dacedant'. data 0' d..th, YOU .IY deduct . 5:( dhcount a' tha tal( dua. Any Inharitance t.. dUe will baco.a dallnqu.nt nlna (9) .onth. aft.r tha data 0' dlath. [CHECK ] ONE BLDCK ONLY I. c:J Tha abovI ISSlt hi' bl.n or will bl rapartad Ind till paid with tha Pann.ylvanla Inh.ritanca Ta. raturn to ba fll.d by thl dac.dant', rapra.antatlvl. C. D Th. above Infor'ltlan I~ncorrlct Indlor dabts Ind dlducUon. wara paid by you. You 'Ult coapl'tl PART l!J andlor PART 0 balow. If you indicat. a diffa,..nt tax ,.at., pla..a .tat. you,. rel.tion.hip to deced.nt, PART I3J TAX RETURN - COI1PUTA 1%Or: LINE 1. D.t. E.tabli.hed 2. Account ealanc. 3. Pe,.cent T.lCebl. 4. AMount Subject to Tax 5, Debt. and Deduction. 6. AMount TalCable 7. Tax R.t. 8. Ta. Du. PART ~ DATE DEBTS AND .PAD 1 2 3' ..4' ' ,5 . .. 6 . , 7, 8 DEDUCTIDNS CLAIHED '<OFFICIAL USE ONLY 0 AAF . f'1\.~EPARTHENT ,.OF'. REVENUE OF 1 2 3 4 5 6 7 K B K TAX O~ JOIN~~TRU:T ACCOUNTS "';:;':';';',, PAID PAYEE DESCRIPTION AMOUNT PAID i TOTAL CEnt.r on LIne 5 of r.lC COMPutatIon) I . Under p.nalti.. of perjury, I d.cla,.. thet the fact. I havI r.port.d .bov. ar. tru., cor,..ct and cOhPl.t. to tha b..t of my knowl.dg. and beli.f. ( TAXPAYER SIGNATURE DATE POWER OF ATTORNEY KNOW ALL MEN BY THESE PRESENTS that I SARA B. WEIBLEY, of Boiling Springs, cumberland County, Pennsylvania, do by these presents make, constitute and appoint my son, Ronald E. Weibley, of Boiling springs, ~erland County, Pennsylvania, my true and lawful attorney, for me and in my name and on my behalf generally to do and perform all matters and things, including, without limiting the generality of the foregoing, to transact all business, to make, execute and acknowledge all contracts, orders, releases, checks, notes and endorsements, transfers and assignments of any such contracts, specifically including but in no way limited to the execution in my name of checks or orders of any other nature for the withdrawal of funds standing to my credit in any type of account in any bank, building and loan association or other financial institution, and also to deposit in any accounts in my name in any such institutions any money, funds, checks or drafts, payable or belonging to me; to enter my safe deposit boxes in any and all banking institutions and to establish new safe deposit boxes, and to add to and to remove any of the contents thereof; to borrow money and to mortgage, pledge or hypothecate any property, real or personal, now or hereafter owned by me as security therefor; to buy, sell, possess, insure, manage, maintain, improve, lease, mortgage, pledge, encumber, convey and otherwise dispose of, or take any other action with respect to, any property, real or personal, now or hereafter owned by me, on such terms and conditions as my attorney may consider appropriate, and in the event of sale of any of my real estate, to execute the sales agreement and the deed in my name and to make settlement and receive the proceeds; and to prepare, execute and file any tax returns, governmental reports and other instruments of whatever kind, and likewise to execute any and all writings, assurances, instruments or documents, which may be requisite or proper to effectuate any matter or thing appertaining or belonging to me. (t(Q)[Plf I hereby authorize my said attorney to contract with and arrange tor my entrance to any hospital, nursing home, health center, convalescent home, residential care tacility or similar institution, to authorize medical, therapeutical and surgical procedures for me, and to pay all bills in connection therewith. GIVING AND GRANTING unto to my said attorney tull authority and power to do and perform any and all other acts necessary or incident to the pertormance and execution ot the powers herein expressly granted, with power to do and pertorm all acts authorized hereby, as tully to all intents and purposes as I might or could do if personally present; hereby ratifying and confirming whatsoever all that my saId attorney shall lawtully do or cause to be done by virtue hereof. AND, I hereby declare that any act or thing lawfully done hereunder by my said attorney shall be binding on myself, and my heirs, legal and personal representatives, and assigns. AND, if incapacity proceedings for my estate or person are hereafter commenced, I hereby nominate my said attorney to be appointed the guardian of my estate or person by any court having jurisdiction in accordance with the provisions of Section 5604(c) (2) of the Probate, Estates and Fiduciaries Code. This Power of Attorney shall continue in force and may be accepted and relied upon by anyone to whom it is presented despite my purported revocation of it or my death, until actual. written notice of any such event is received by such person. In the event of my incapacity, from whatever cause, this Power of Attorney shall not thereby be revoked but shall thereupon become irrevocable, and may be accepted and relied upon by anyone to whom it is presented despite such incapacity, subject only to it becoming void and of no further effect only upon receipt by such person either of (1) written evidence of the appointment of a guardian (or similar fiduciary) of my estate following adjudication ~f incapacity, or (2) written notice of my death. This Power of Attorney shall not be affected by my subsequent disability or incapacity. rr ~ 10)"'-1,7 -. In the event of the death, inability or unavailability of Ronald E. Weibley to function as my attorney hereunder, then I appoint my daughter, Sarah Arlene Arndt of Enola, cumberland County, pennsylvania, as my true and lawful attorney with all of the powers heretofore granted; and I authorize and empower Sarah Arlene Arndt to certify to the death, inability or unavailability of Ronald E. Weibley to function hereunder, and I hold harmless anyone who relies on such certification. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~I day of tvOVC?/\1 ber , 1992. --?5J..v.-a.. e ~ .,[SEAL] Sara B. Weibley ~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ...r"t-h I On this, the ~ day of NoVe/lll oer- , 1992, before me, the undersigned officer, personally appeared Sara B. Weibley, known to me (or satisfactorily proven) to be the person whose name is subscribed to the foregoing instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. lI.. n 1\ ^ \\ \VvJWS'V~'~\... Notary Public NOTARIAL SEAL UICIlAa R, RUIIDLE. NOTARY PUBLIC CARLISLE. PA CUMBERlAND COUNTY IIY CDIlUISSIDN EXPIRES oa;EMBEft 20. 1804 ~fR\rQ)V . 'J ~EV-1548 EX AFP (12-94*, COHHOHWEALfH OF PENNSYLYANIA DEPIJITHENT Of' RtVEHUE BUREAU OF INDIVIDUAL T~X[S DEPJ. ZI0601 HARRISBURG, PA 17121.0601 /5 -4~-/I c. NOTICE OF INNEAITANCE TAX APPAATBE"ENTl ALLOWANCE OA DISALLOWANCE OF DEDUCTION... AND ABBEBBuENT OF TAX ON JOINTLY uELD DR TAUBT ASBETB DATE oB-28-95 ESTATE OF WEIBLEV DONALD W DATE OF DEATH 10-16-94 COUNTY CUMBERLAND FILE NO. 21 95-D533 S.S/D.C. ND. 198-05-1168 ACN 95102764 SARA B WEIBLEV 71 MAGAW AVE CARLISLE PA 17013 REMIT PAVMENT Tal REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AMount R..l tt.d CUT ALONG THIS LINE .. RETAIN LDWER PORTION FDR VDUR RECDRDS ~ R-!fv:is4-i-Eif-AFji-ri1i:94j------------------------------------------------------------------------------------ NDTICE DF INHERITANCE TAX APPRAISEMENT, ALLDWANCE DR DISALLDWANCE DF DEDUCTIDNS, AND ASSESSMENT DF TAX ON JDINTLV HELD DR TRUST ASSETS DATE oB-2B-95 ESTATE OF WEIBLEV DONALD W DATE OF DEATH 10-16-94 CDUNTV CUMBERLAND FILE NO. 21 95-0533 TAX RETURN WAS. S.S/D.C. NO. 19B-05-116B (X) ACCEPTED AS FILED () CHANGED JDINT DR TRUST ASSET INFDRMATION ACN 95102764 FINANCIAL INSTITUTIDN, MEMBERS FIRST FCU ACCOUNT NO. 53Bo-40 TVPE DF ACCOUNT, () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED oB-3D-61 Account Bahnca Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Dua .00 0.500 .DD .00 .00 .03 .00 NOTE. TO INSURE PROPER CREDIT TO VDUR ACCOUNT, SUBMIT THE UPPER PORTIDN OF THIS NOTICE WITH YOUR TAX PAVMENT TO THE REGISTER DF WILLS AT THE ABOVE ADDRESS. MAKE CHECK DR MDNEV ORDER PAVABLE TO, "REGISTER OF WILLS, AGENT." TAX CREDITS: PAVMENT DATE RECEIPT NUMBER OISCDUNT (+) INTEREST (-) AMDUNT PAID TDTAL TAX CREDIT BALANCE DF TAX DUE INTEREST TDTAL DUE . IF PAID AfTER THIS DATE, SEE AEVEASE FOR CALCULATION OF ADDITIONAL INTEREST. . , IF TOTAL DUE IS LESS THAN fl, NO PAY"ENT IS REQUIAED. IF TOTAL DUE IS REfLECTED AS A "CREDIT" I CA J. YDU ttAY BE DUE A AEFUND. SEE AEVEASE SIDE OF THIS FOR" FOR INSTAUCTIDHS. J .Do .00 .00 .00 'r. ~ ....\ l~. C~ ~ 11, o ,...., If' ,:J ~'-~ i1 , , ':'..)0" u.:' If' 1,,;' ..:.)\ 08 PUIIPOSf Of' NOTICEI To fulfill the r.qulr..~t. of S.otlan 2140 of the Inn.rltlnC. ~ E.t.t. Tax Aot, Act 22 of 1'91. (72 P.I. S.ctlon 2140). . . , Detach the top portion of thl. Notlc. ~ .~It with your p.y-.nt to the R.al.t.r of will. prlnt.d an the r.v.,.. lid.. .... "M' check or .OIMV ordlr paubl. tal REOISTER OF WILLS, ACENT. All Plyaantl r.c.lv.d .h.n first 1M appll.d to any Int.r..t which ..y be dlM, with any r..alnd.r applied to the tax. PA\1tENTI REFUND I CRU A r.fund of . t.x credit, which w.. not r.~.tad on the t.. raturn, ..y be r.qu..t.d by coapl.tlng an "Appllc.tlon for R.fund of Penn.ylvanl. Inharltanca and E.tata 'ax" (REV-ISIS). application. .r. .vallabl. at tha Offlca of the R.gl.tar of Will., any of the 25 R'v,nu. DI.trlct Dfflc.. or by c.lllna the .p.cl.1 Z4-hour an.w.rlng ..rvlca nuabar. for for.. ord.rlngl In Pann.vlvanl. 1-100-562-2050, out.ld. Pann.ylvanl' .nd within local H.rr..bUrg .r.. (717) 7'7"094, TOOl (717) 772"22S2 (He.rlno 1.,.lrad Onlv). OBJECTIONSI Any p.rtv In Int.t..t not ..tl.fled with the appral...ent, allowancl ar dl..llowancl of dlductlon. or ........nt of t.. (Including dl.count or lnt.ra.t) .. .hown on thl. Notlca ..y object within .1.ty (60) d.y. of recllPt of this Notlcl byl --written prot..t to the PA Dlp.rtHnt of R.venus, Board of App..I., Dlpt. ZIU21, H.rrlsbUrg, PA nUI.tall, OR --.llctlng to havI thl ..tt.r dlt.r.ln.d .t the audit of thl accOW\t of the p.r.onal r.pr...ntaUv., OR ....app..1 to thl Orphan.' Court ADtnH- ISTRATlVE CDRRfeTICH., F.atu.1 .rror. dllcav.r.d on thl. ........nt .hould bl addr....d In wrltlna tal PA D.p,rt..nt of R.v~, Bur.au of Indlvldu.1 ,...., ATTHI Po.t A......ant R.vll" unit, DEPT. Z.0601, H.rrl,bUrg, PA 1712'-0601 Phone (717) 717-6505. S.. paga 5 of tha bookl.t "InatructlDn' for Inharltenc. Tax Raturn for. R..ldant Oacadant" (REV-IS01) for an ..plan.tlon a' ea.lnlatr.tlv.ly correct.bla arror.. DISCOUNT I If ~y tex dua I. peld ..Ithln thr.a (51 c.lender .onth. .ft.r thl decadant'. d..th, e flva p.rcant (S~) dl.count of thl tex p.ld I. allowad. JNTERESTI Jnt.ra.t I. ch.rg.d baglnnlng with flr.t dey of dallnquency, or nine 19) aonthl and on. ell d.y frOll the data of d.ath, to tha d.ta of p.y..nt. JaICI. which bee... dll1nqu4lnt bafor. Januerv I, I9IZ be.r Intar..t et t~ ret. of .1. (6~1 p.rc.nt par ennua calcul.tad at a dellY r.t. of .OaoI64. All tllC" which bac... d.llnqu.nt on or e,t.r J~ery 1, 19'Z will ba.r Int.ra.t et a r.t. which will very froe c.lender y.ar to calander yaer with th.t rata ~cad by thl PA Dap.rt..nt of Revenue. Tha appllcabla Int.ra.t rat.. 'or 191Z through 1995 eral 'tW: Int.r..t Rllte Dall", Inhr..t Fllctar 'tW: Int.r..t Rllt. Dllllv Int.r." Factor 1982 m .000548 1917 'X .OOOZ41 1915 lOX .0.,0"'1 191'-1991 llX .oanol 1914 I1X .000301 I... OX .0oaz41 19I5 1SX .000556 199J-lffl n .000192 1916 lOX .000Z74 1995 OX .0002'\7 -"Intara.t I. c'lcul.tad .. followlI INTEREST . BALANCE OF TAX UNPAID X NUHBER OF OAYS DELINQUENT X DAILY INTEREST FACTOA --Any Notice Inuld .ftar thl tex blco." dallnquent will raflect ." Intara.t c.lculatlon to flft.an nS) d.ys bayond thl deta of the .......ant. If pay.ant I. .eds .ft.r the Int.ra.t coaputatlon det. shown on the Notlc., Iddltlonal Int.ta.t .u.t b. c.lculat~. \ ~ .( .- I{) r_ .l ''1 - (,- " L1 :;;: t: ~ "'" ;' () ~ :1 .n f.1 ~l ~ ciE ~a: G8 PURPOSt or NOTIClI To fulfill the r~lr...nt. 0' Saotlon 1140 of the Jnn.rlt~. Iftd E,t,t, ,.. Aot, Act II of I".. 172 P.I. IeoUon J:14U. 'AnENT, RUUtcD (CRJ I DIItHlt the top portion of this HoUel Met .ue-It with your PIVMtlt to the R....'.r of Willi prlntMl on thII raVlral ,Id.. _. MIlke cMck Dr 110M>> order plv_l. tOI REeJlTER OF WILLI, ACOn. AU PavMnt. r..lved shall flr.t 1M ...,.111td to "1 Int.r..t which ay be due, with MY ,._1"*, WUeeI to the tp. A n,Lnd of . t.. credit, which .... not r.qulltad on the t.. return, ... be r.que,tN by cOIIPlaU", ~ "Appllntlon 'or R.fund of Pennlvlvlnll Jnherlt~. 8nd [,tat. T.... (REV-ISIS). Appllel'lons Ir. .v_II_I, It the O,flcl of the R".I'" of Will., ..,y 0' the IS A.v~ DI.trlct O'flc.. or by cIlllng the .,.ela. 24-haur Intwerlno .arvlce ~r. for fo~. ordering, In Pennlvlv.nla 1-100-141-1010, out,.de PennlvlV8nla Iftd within laca' Harrl,bur. .r.. (717) 717-.094, TOO' (717) 771.ZZS1 (He.rlng 1.,.lr.d Dnl~). a.ACTlONSI Anw p.rb In Int.r.st not ..thfted with the -..r.h-.nt, .UDN~ or dl..Uowenc. of decluatlon. or .....MMt of tax (Including dl.count or Int.r..t) I' .hown on thl. Notice ..v object within .Ixtw (60) dey. 0' receIpt of thl. Notlc. bWI ....rltt~ prot..t to the PA D.,.rt..nt of A.venue, ao.rd of Appeal., Dept. 111011, Harrl.burg, PA 17IZ'-1111, OR .....otlng to hwe the ..tt.r detaralned at the IlUdIt 0' ttMl KCOUnt of the "nOMI r...r..~t.t1v., OR ...ppeal to the Drph~" Court ADHJN. UTAATI\'! CORR!CTlDHlI '80t~1 .rror. dl.cov.rld on thl. ......eent .hould be addr...ed In ..rltlng tOI PA O.p.rt..nt 0' R.venue, lur.., 0' Individual TIlle', ATTNI Po.t A......ent R'vl'" Unit, D[PT. 110601, Hlrrhburg, PA 1712"0601 Phone (717) 717.6S05. S.a Pili) of thl bookl.t "In.tructlon. for Inherltenc. Tlx A.turn for. R..ldent Decedent" (REV-1501) for In Ixplanatlon of .dIlnl.tr.tlv'lw corr..t8bl. .rror.. DISCOUNT I If InW t.x due II p.ld within thrl' ()) c.lend.r .onth. .ft.r thl decedent'. dlath, . flv' parcant C5~) dl.count of the t.x p.ld I. .Ilow.d. INTmlTI Int.r..t I. charged beginning with flr.t d.W of delinquency, or nine (,) eonth. and one (1) day frlMl the dlt. 0' de.th, to thl d.t. of p')'Iant. T.Ile. which bee... delinquent before J.....ry 1, ltal be.r Int.r..t at the rat. 0' .Ix ('X) parcant par annua calcul.tad at . dlllw r.t. of .000164. All t.x.. which bee... delInquent on or a,t.r Januarw 1, 19.1 will be.r Int.r..t at . rata which will vary froa c.lendar ~.ar to calendar ~..r ..lth thIIt nt. lfIftOWM:ed by the PA Dep.rt.....t of Ray....... lhe appllc8bla Int.r..t r.t.. for 19.1 through .99S Ir'l lilt Int.r..t Rata Dallv Int.r..t Factor Int.r..t Rat. Dlllv Intar..t ,..tor xur 1912 1911 1'" 19.5 1'16 ulnt.r..t zox ,DlOSU 16X .000411 111 ,OOUOl nx .00lS56 lOX .GOOZ74 h ulcuhtad II follow'l 19.7 .9.1-1"1 1"2 199).1994 1995 ,X IIX IX n IX .010147 .010501 .000147 .001192 .001147 IIlTEIlElT . BALANCE OF TAll UKPAID X HUIIIER OF DAYI DELI"QUEICT X DAILY IIlTEIlEIT FACTOR ..Anw Notlea I..ued aft.r the tax beeoae. d.llnquent will r.fltet In Int.r..t c.lcul.tlon to flft.-n Cll) day, beyond the d.ta of the .....MMt. If p.v-ent 1. -.de .ft.r ~ Inter..t coaput.tlon det. shown on the Notice, additional lnter..t lU.t be c.lculatld. \ - ~;;: II) ..!- ,- <I, O. , , Cl " M ~-9 .t: " " L- .t:: u " ~ (Vo. 08 0:" PIJIIPOS( Ill' HOTlCE I To fulflll t~ requlra-.nt. of section Zl~D of the ~nharlt~. ~ E,t.ta TI. Act, Act 22 of 1"1. efl P.I. SICtion 2140). PAYHEHT I Detach thl top portion of thl, Notle. ~ ,ub.lt wIth ~our p.y.~t to thl RIgl,t.r of Will. printed on the rlvar.. "de. ..... "Ilk. check or ltOMy o,.dn ply.tJll tal REGISTER OF WILLS, ACENT. AU plynnta received shill flr,t 1M IpplllMt to MY lnt.,.ut which ..y ba ca., with MY ,....Inder ..".Uld to the talC. REfUHD eeA) I A r.fund of . t.. credit, whIch .... not r~..t.d on the tl. r.turn, ..y b. ,..qulltld by co.,lltl"l ~ "Application far R.fund of Pennaylvanl. InherltlnCl ~ E.t,t_ tlX. CREV-ISIS). Appllcatlona .r. IVIllable at the Gfflcl of the RIgIst.,. of Wtlll, MY of the 2S Revenue DI.trlct Dfflc.. or by Cll11ng the 'Ple111 14-hour ."I.-ring ..r~lc. ~r. 'or for.. ord.rlngl In PennaYlvenla 1.100.S6Z.Z0SI, out.lde Penn.ylv~le ~ within local Harrl.burg ar.a (717) 7.7.1094, TOO' (717) 77Z.2252 CHearlng 1.,.lred Only). OIJECTIONSI Any pa~ty In lnt.re.t not .atlafl.d with the appral..-.nt, allowanca or dl.allowanca of dadUctlon. O~ .....saent of t.x Clncludlna dl.count or Int.r..t) a. shown on thla Hotlce ..y ObJact within .Ixty (60) day. of racalpt a' thh NoUca by. ..Nrltt~ prot..t to the PA Dep.rt.ant of R.venu., laIrd of ,p,.lll, n.pt. 2111ZI, Hlrr'lburg, PA 17121.IOZI, OR "al.cUnll to h.v, tha ..ttlr datar.ln.d at tha MidSt a' thtl account of thtl ,.r.onal npn.antIUvI, OR ..."a.l to the Orphan.' Court ADHIN. ISTRATlVE CORRl!:CTlDHSI Factual .rrar. dl.covar.d on thl. .......ant .hould be Iddr....d In writing tal PA O.p.rtlant of Rlvanue, Bureau 0' Individual Taxe., ATTNI Poet A......ent Rlvl.w unit, DEPT. 211611, Hlrrl.burg, PA 1712.-1601 Phona (717) 717-6505. S.. p.gl S of the boOkllt "In.tructlon. fo~ Inharltanc. 'IX Raturn fo~ a A..ldlnt D.cedlnt" (R[V.ISOI) fo~ an 'MPlanltlon 0' 1~lnl.trltlvalv corraatlbl' .rror.. DISCOUNT I If any taM d~ I. paid within thr., CS) clland,r .anth. Ift.r the decedent'. da.th, a flv, plrcant (5X) dJ.count of the tl. p.ld I. allowld. INTEREST . Int.ra.t I. chargld blglnnlng with flr.t day of dlllnquencv, or nln. e,) aonth. and ana el) day f~oa the data of d..th, to thl dltl of plyaent. TIMI, which b.c... delinquent b.for. JlnUlry 1, 1'12 b..r lntara.t at thl rlt. of al. e,X) plrcent par 8nnUI calculatad at a dally rat. of .000164. All taM" which blc", dallnquent an or .ftar Januarv 1, 1912 will baar Intar..t .t . r.tl which will va~V fro. c.landar yaar to callnda~ vaar with that rlta announcad by thl PA D.part.lnt of Aavenue. Th. appliCable Intlr..t r.t.. fo~ 19.Z through 1995 .r,. 'tIIr Intar..t A.te O.th Int.rnt F.etor 1912 I9IS ..14 Ins 1916 --Int.re.t .ox .,~ 11~ U~ IDle II c.lculatad II .00054' .10001 .GOOUI .IOOSH .a00274 'allow.. lIAr Intar..t A.t. 0.1111 Intarnt Fletor 1917 .~ .oa0241 19U.."1 II' .000SOI .... .. .000247 1995"I"" r.c .ODOn2 19" .. .000247 INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ~.Any Hatte. I..ued a,t_r thl ta. b.cu.al d.llnquent will r.fleet en Int.r..t c.lculatlon to fl,t,," (15) days beyond the dlt. of t~ .......-nt. If p.~t I. -.dI a,t.r thl lnt.r..t coaputetlon dlt. .hown on th. Notlc., additional Intar..t .u.t bI c.lculatad. J' REY-1S41 !X AFP (12-94* cQHMOHWEALTH OF PENNSYLVANIA DEPARnEHT Dr' REVENUE: IURUU OF INDIVIDUAL fAkEI II[P'. 180601 twtRlllURG. Pi 17UI-G6Ol /:; 'N - /1 c. NOTICE Of IHHERITANCE TAX APPRAISEHEHT, ALLOWANCE OR OISALLOWANCE Of DEDUCTIONS AND ASSESSHEHT Of TAX ACN 101 DATE ID-30-95 FILE ND. DATE OF DEATH 10-16-94 COUNTY CUMBERLAND HOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTIDH Of THIS fOAM WITH YOUR TAK ~AVHEHT TO THE REGISTER Of WILLS. HAKE CHECK PAVABLE TO "REGISTEA Of WILLS, AGENT" REMIT PAYMENT TOI RDNALD E WEIBLEY 49 S PIN OAK DR BDILING SPRINGS PA 17D07 REGISTER DF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 AlIOUI"tt R..ttt.d CUT ALONG THIS LINE ~ RETAIN LOWER PDRTIDN FDR YOUR RECORDS ~ ii{Y:is4"j-ix-AFP-iiZ-:iji,Y-NOTici-.OF-i"tiHiRii'ANCi-TAX-A'PiiiiA'isiHENr-'--ALi.-OWANCi-iiR..-----"'.._--_. DISALLOWANCE DF DEDUCTIDNS AND ASSESSHENT DF TAX ESTATE OF WEIBLEY DONALD W FILE NO. 21 95-0533 ACN 101 DATI! 10-3D-95 TAX RETllAH WAS. I X) ACCEPTEO AS fILED I I CHAHOED RESERVATION CDNCERNING FUTURE INTEREST - SEE REYERSE APPRAISED YALUE OF RETURN BASED DN: DRIGINAL RETURN 1. R..l E.t.t. ISchedul. AI III 2. Stock. end Ilond. ISchedulo BI (2) S. Clo.oly Hold Stack/Portnorohlp Int.r..t (Schedulo CI IS) t.\. ttortgag../Not.. Reo.lv..la (Schedule OJ elt) s. C.ah/IMk o.paalta/Hho. '1...101\81 Property (Schedule E) CS) 6. .JoIntly Dwnod Property ISchedulo Fl I" 7. T,...,.f.,.. (Schedule 0) (7) a. Tot.l A...t. .DO .00 .DO .00 .00 2.B72.23 .00 III 2,872.23 APPROVED DEDUCTIONS AND EXEHPTIDNS: 4,87B.4D 9. Funeral Exp~.../Ad.. Coatl/HIIO. Expen... (Schedule HJ (9) 10. Debh/HortG.... L1obIUU../Llon. ISchedulo II 1101 .00 Total DoducUan. Ill) 4.A7A 40 Hot V.lu. of T.x Aoturn (12) 2.006.17- Ch.rlhbl./llav.rnaont.l _.ta ISchedul. JI (15)' OD Hot V.lue of E.tat. Subject to T.x (14) 2,006.17- I~ an assessment was issued previously, linas 14/ 15 and/or 16, 11 and 18 will re11ect figures that include the total of ALL returns assessed to date. ASSESSMENT DF TAX: 15. ~t of Ll~ 14 .t Spou..l rat. liS) 16. ~t of Line 14 taxable at Lln..I/CI... A rat. (16) 17. ~t of Line 14 taxabl. at Coll.taral/CI... Brat. (17) 18. Principal Tax Due 11. 12. IS. 14. NOTE: .OD .DD .DO X .03. K .06. X .15. l1a) .DD .00 .00 .00 TAX CREDITS I PAVHEHT DATE AECEIPT HUlIIIEA DISCOUIlT l+) IHTEREST I-I AI10UNT PAID TDTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TDTAL DUE .00 .00 .DD .00 . IF ~AID AfTEA DATE INDICATED, SEE AEVERSE fOR CALCULATION OF ADDITIOHAL IHTEAEST. If TOTAL DUE IS LESS THAH .1. NO PAVHEHT IS REQUIRED. If TOTAL OUE IS AEfLECTED AS A "CREDIT" ICAI. VOU HAV BE DUE A REfUND. SEE REVERSE SIDE Of THIS fOAM fDA INSTRUCTIOHS, I 00 t: ~ \[; ~.. ; I " "'ij' ( , --; t.J \:'J '-oJ RESD'VAnDH. Eltat.. of decedent. dwlno on Dr before Dee...... 12, 1912 .... 11 MJ' future lnt.,...t In the ..tat. I, t,.....,.rred In pa.....lon Dr enJD~t to el... I (col1at.ral' beneflcl.r... of the decedent .,tl.. the expiratIon of ...y ..,.t. 'or 11'. or for ~..r., the C~lth hereby expr...lv ,....rv.. the rIght to .,,~1.. ~ ...... t......,.,. Inherlt~ Tax.. at the l.wful Cl... . (col1.t.~1) ,.at. on en. .uGh lutur. Int.r..t. PlIIPOSE OF NOTICE. To fulfill the ,.....1,........ of SeclUon 2140 of the InhlirltMCI Mid Elt,t, Tax Act, Act zz 0' 1991. 72 P.I. Section 2140. PAvtSfT, D.tKh the top portion of thh Notlc. Met ....It ..1th )'our PI)'Hftt to the A".ltl,. of wn.. printed on the rlYlrs. .Ide. u.... check or ""'v Drder plyM)l. tal REGISTER OF HILLS, AaEHT All pQllef1h recllved IhIIll flnt ~ IIPPlJed to ...:r Int.r..t Which ..v be due with My ,._1,.,. 1iPP11ed to the tax. REFUID (CAh A r.hnd 0' . tax credit, which WII. not reque.ttld on the Tax Rltum, ..y be requested by c......Ung M "AppllcaUon for R,fund of ~-wlv.nla I~rlt~ ~ E.t.t. TIXR (REV-ISIS). Appllcltlon. .re avallabl. .t the Offlce of the R-ellt.r of NUll, .,>> of the U RIIY... Dhtrlot OfficII, or bIt caUlng the ..-etal 24-hour MIWrlna ..rvlCII .....r. far fo.... onMirlngl In Pwnl)'lv.nla l-100-16Z-Z050, outllda ~lVlwnl. .. withIn local Herrllbur. .r.. (717) 717-1094, TUDI (717) nZ-Z25Z (Hnrlng I..lr.. Onl>>J. OIJECTlONSI An>> p.rty In lnt.r..t not ..tIlU.. wIth the IIPPnh..-nt, .Uowanc. or dl..Uowenc. of deduction., or ..........t of tax Unaludlng dhcount or InbredJ .. ahown on thll NotlCII ...t objact wJthln .bly (60J den of rac.lpt of thl. Notlc. bYI ....IN JlTRA TI V! C(JRRfCTIDHSI --wrlU., protllt to the P. Dep.rtaent of R.v......., loud of Appull. Dept. 211021. thIrrhbur., PA 17121-1021. OR --.Iactlon to have the ..U.r cMh,..IMd It audit of the ItCCOWlt of the partonll rapr..."t.Uv.. OR --appell to the Orphan., Court. '"tual .rror. dhcov.rlMt on thh .........,t ahould tMI Ilddr..... In wrlUng tal PA Dep.rtMnt of R."...... lur.", of IncUvlduel Tax.., ATTNI Poet ..........t R.vl... Unit, Dept. 210601, thIrrllburg, PA 17121-0101 PhoM (717) 717-6505. Sea pega 3 of the bookl.t Rln.truction. 'or Inherltanc. Tax R,wm for. RIIldent DacldlntR (REV-1S0IJ for ., 'kPI~tlon of ~lnl.tr.tl".llt corrMtabl. .rror.. DllCOUfTl If WlY tllX due 11 p.ld within thr.. UJ c.llndar MW'tth. aft.r the dac""t'. death, . flve parcMt UXJ dllcount of the tax p.ld I. .llowed. INTEREsT I Int.r..t II cMrgad t.DI,.,..'11 with flrat de>> 0' dl1Jnquanc>>, or nlna (9J ....th. .. ani (lJ dllt 'roe tt. dlt. of death, to the at. of p.pant. TIX.. which tMtc_ cMUnquent tMIfore January I, 1912 bear Int.r..t .t the rat. of .b (~) parcent Plr ...... c.lcul.t.. .t . dlil1lt rI.. of .000164. AU tax.. which ~ deUnquent on and Ift.r January I, 1.IZ will be.r Int.r..t .t . r.t. which will Vlrlt 'roe c.llndar y..r to c.lendar y..r with that r.t. ~ by the PA Dep.rtaant of R.".... ThI appl1cabl. lntar..t r.t.. for 191Z through 1995 .r" !!!! Intarllt R... O.lly Int.r..t FltCtor !!!!' In",..t R.t. Dally Int.r..t '8Gtor 1912 ZO% .000S41 1917 9% .000247 1915 IO% .00045' 1911-1"1 11% .000501 "14 11% ,000501 "92 9% .000247 1915 15% .000556 1"5-1994 n .000192 10.. 10% .0D027" I... 9% .000Z47 ....Int.r..t II calcul.tlld .. follow.1 llITEREST . BALANCE OF TAX UlIPAID X IIUIIIlER OF DAYS DELIHRUEIfT X DAILY llITEREST FACTOR --Anv NoUc. I..... .ft.r the tu bee_. dallnquent will raflKt an lnt.r..t C11lculaUon ta ,1ft.." US) dIln beYOnd the data of tI'M .....UMt. If p.~t II ... aft.r the Int.r..t coaput.Uan d." shawn on the Notlc., Ilddltlonal Int.r..t ....t be c.lcul.ted.