HomeMy WebLinkAbout95-00784
PETITION .'OI{ PHOHA TE und GRANT OF LETTERS
No, _C!/-Q5-'7et.J.
To:
E."ltI/., "I
aIM} kilO"''' II.\'
Harold WeJ..!:l.rllL__
..-----.-- RegiSler of Wills for Ihe
270:;"'1l-::-21'79/J"""lISt't/, COllt1ly of -CUl!lhpr1 nncl in the
StJl'illl St't'u,iIY IVtJ. -.L Commonweahh of Pennsylvania
The pelilion of the ullde"igned res peel fully represelllS 111<11:
Yonr pelilioner(", who is/ant IN yea" of nge or older IIl1lhe exeeul or
in Ihe Insl will of the ahove dec.'denl. dilled ~o.v..cmh"r 1
lInd eodicil(s) dllled _--1lPJl!L .
IVife ,-.fal.lline..JL--1M.l..:l.ng predeceased on Februarv 13.
named
,19-26-
1988.
('1:1Ie rl'll'\lllll drCllll1\lnnCCfl, C.lI. Jf."II11lldiJllllll. tlL'llIh nr ('\ceIllOr, CIC.)
Deeeudelll WIlS domiciled lit dealll in Cumberland =-. Counly, Pennsylvllnia, wilh
h is Insl fllmil)' or principnl residence III Leader Nursing dome.
9~Wa1nu~ RottDmLRd'r S. Middleton Twp., Carlisle. PA
(1i\1 "U.'CI, numher IInd lI1undrmlil))
Decendelll, then JJ__ )'ellrs of nge, died October 9 ,19 95
al__CarlialfLlio.sp.i.t.al.Jarlisle, PA .
c ExecI'I liS follllW5, decedelll did nOI mllrry, WIlS nol ~ivorced IInd did nOI have a child born or adopled
,ifter exeelllilln of Ihe will offered for probme; wns nOlllle victim of a killing and WIIS never IIdjudieUled
in.eOlllpelenl: --11f~.
Deeendenllll ,Ielllh llwned properlY wilh eSlirllllled vllllles liS follows:
(If domiciled in I'll.) All personal properlY $ 421,000.00
(I I' not domiciled in Pa,)' . Personlll properl)' in Pennsylvania $
(If nOl domiciled in Pa,) Personlll properl)' in County $
Vulue nf renl C<lme in PenllSylvlInin $ 0.00
,humed liS follow,: none
WHEREFORE, pelhioner()Q respeclfllll)' reqne't(s) Ihe t!lrohllle of the la51 will and codleil(s)
presenled herewith IInd the ~rmll of lellers tes taman ary
t1,lC..'wn.
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...Mecl1ani.cs.b.urg, PA 1705L
OATH OF PEHSONAL HEPHESENTATlVE
COMMONWEAI.TlI 01" PENNSYLVANIA
COUNTY OF CUMBERT.ANn
}I:lS
The pelilillllcr(s) abllve-aamed SWc"'(~) or affirm(s) Ihat the slutements ill Ihe foregoing pelilionllre
Irlle anLl ~llrrL'.:t tll lilt.' he\1 ur the ~lIllwl~'Llgc nlltl helief of pClilioncr(s) nnd Ihal as personal rcprcsen.
tmiwls) 1l(III" above deeedcnl pelilioner(,) will wclland Irnly administer Ihe eSlllle IIceording 10 law.
S"IlII1 I': or affirmed11'rg sll"''.'Iibed ,,/J-w~ V~ ~~ '"
/S -;;.1 ~i'ii~B#~~,~ ,Owdno H, ""fi".. /7 1
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No. 21.95.7R4
Eslate of
Haro ld l~cl1inl!
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCTOBER 20 1995-, In conslderallon or Ihe pellllon on
1I1e reverse side hereor. satlsrllctory proor hllvlng been presenled berore me,
IT IS DECREED Ihal the lrlslrument(s) dated November 1. 1976
described Ihereln be admilled 10 probale and filed or record as Ihe IlIsl will or
Harold Welling
and Lellers Testamcntar
are hereby grallledto Dwaine H. lVelling
FEES
Probate, Leiters, Ere. ......... $ 345 . 00
~!l'il"b~'i!WlealeS(6) .......;.. $ 1 g-:-88
Renurtctallon .,...,......,... $
JCP $ 5,00
TOTAL _ $ 377.00
Flied .... OC:r.OBER .20. ..19,95........
Rurrel R. Walters. III. ESQ.
54 E ATtQRl'liEY (Sup, Ct. I.D, 1'10.) 24849
ast Ma n I;treet
Mechanicsburg, PA 17055
ADIJRESS
(717) 697-4650
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PUT LETTERS AND ORDER IN ATTORNEY PlLEOCTOBER a.3. 1995.
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LAST WILL AND TEST AMENT
.Q.E.
HAROLD WELLING
I, HAROLD WELLING, of Franklin Township, York County, Pennsylvania,
do make, publish and declare this to be my Last Will and Testament, hereby revoking
all Wills and Codiclls by me at any time made.
ITEM I: I direct that all inheritance and estate taxes
becoming due by reason of my death, whether such taxes may be payable by my Estate
or by any recipient of any property, shall be paid by my Executor out of the property
passing under this Will which is not specifically bequeathed or devised, as an expense
and cost of administration of my Estate. My Executor shall have no duty or obligation
to obtain reimbursement for any such tax paid by my Executor, even though on proceeds
of insurance or other property not passing under this Will. In the absolute discretion
of my Executor, my Executor may pay such taxes immediately or may postpone the
payment of taxes on future or remainder interests until the time possession thereof
accrues to the beneficiaries.
ITEM II: I give, devise and bequeath all of my
property, real, personal and mixed, to my wife, PAULINE H. WELLING (also known
as HELEN VIRGINIA PAULINE WELLING), if she survives me.
ITEM III: If my said wife does not survive me, I give,
devise and bequeath all of my property, real, personal and mixed, to my son, DWAINE
H. WELLING, if he survives me or, if he does not, .to his issue, per tltirpes.
, .
ITEM IV: In the settiement of my Estate, my Executor
shall possess, among others, the following powers, to be exercised for the best interests
Page 1 of 3 pages.
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.
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of the beneficiaries I
(a) To retain any Investments I may have at my death so long as my
Executor may deem It advisable to my Estate so to do.
(b) To vary Investments, when deemed desirable by my Executor, and
to Invest In such bonds, stocks, notes, real estate mortgages, or other securities or
In such other property, real or personal, as my Executor shall deem wise, without
being bound by any statutes or rules of law regulating investments by executors.
(c) In order to effect a division of the principal of my Estate or for
any other purpose, Including any final distribution, the Executor Is authorized to
make said divisions or distributions of the personalty and realty partly or wholly In
kind. If such divisions or distributions are made in kind, said assets are required
to be divided or distributed at their respective values on the date or dates of their
division or distribution.
(d) To sell either at public or private sale and upon such terms and
conditions as my Executor may deem advantageous to the Es~ate, any or all real or
personal estate or interests therein owned by the Estate severally or In conjunction
with other persons or acquired after my death by my Executor, and to consummate
said sale or sales by sufficient deeds or other instruments to the purchaser or pur-
chasers, conveying a fee simple title, free and clear of all trust and without obligation
or liability of the purchaser or purchasers to see to the application of the purchase
money or to make inquiry Into the validity of said sale or sales; also, to make, execute,
acknowledge and deliver any and all deeds, assignments, options or other writings
which may be necessary or desirable, In carrying out any of the powers conferred
upon my Executor in this paragraph or elsewhere In my Will.
(e\ To mortgage real estate, and to make leases of real estate.
(f) To borrow money from any party, to pay indebtedness of mine or
Page Z of 3 pages.
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REGISTER 01<' WILI.S 01<' CUMBERLAND COUNTY
OATH OF SUIJSCRIBING WITNESS
r;-'a VI e e, I) C, UJr:.l / /i.ll~.
cllRIt
(oeeItl a subscribing witness 10 Ihe will prcscntcd hercwlth, (eadTl being duly quail Oed according 10
law, depose(f) and say(fllhal 1 WII!': present and saw
HAROLD WELLING
the leslal f);< , sign the same IInd Ihal 1 signed as a witness allhe
requesl of lc>tal~ In 11..!!L- prcsence and (kllhc pl'C!Cf1ee.of-eaeh-other) (In lit, p,n',l.. ufthe
othe, ~ubscriblng;.itness(t!)).
Sworn to or afnrmed and subscribed before
me Ihis . 17th day of
~~ ~
77 ." ~\~ IVi'I'/;l
l~ R . LE ts /I ,'Jlli/~ J,
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~(f-U(J (!. ~d~~IL.4.
(Name) fj
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON.SUBSCRIBING WITNESS
OWA//'IC /-I, Wt:t.LINv
(tech) a subscriber hereto, (em:h) being duly quail Oed according 10 law, depose(fl and say(1) lhat
1 AM familiar with Ihe slgnalure of HAROLD WELl.! NG ",
-'ltil
will
leslat~ of (on. of -the fill~mlbln8 Wilne5!lCS4U) the
Ihat
1
presenled herewith and
omIlril
bellevet lhe slgnalure on the will Is In the handwriting of
HAB.9.l.o.Q WELLING
10 Ihe best of. MY knowledge and belief.
1l9.t~~ j~ 11':12&';
(Name)
Sworn to or afnrmed and subscribed before
m.~~m" --;iuJ
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A . EWIS I Jt~f"
(Address)
(Name)
(Address)
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gli;"'i,i.'.:,".:,A', .'A...,:, ;/.0, ',',82,4', 7, '3., 'rrCOMM,. ONWEALT HO' F.,', ENN SYLVANIA""
~~,,, .c'" .,..,;:.,,". . DIPARTMENT Of REVENUI
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l~I~'~II~~.i;!,;.,:tOFFICIALRECEIPT ePENNSYLVANIA INHERITANCE AND ESTATETAX '
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RECEIVED FROM:
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ACN
ASSESSMENT Ii'
CONTROL ~
NUMBER
AMOUNT
WALTERS MURREL RIll
~4 E MAIN STREET
101
.!1.000.00
MECHANICSBURG. PA 170~~
- lOID HIl' IOta HII'
ESTATE INFORMATION:
!II FilE NUMBER
U 21-199~-07S4
!t NAME OF DECEDENT (LAST)
1;,1 WELLI NG HAROLD
II DATE OF PAYMENT
m POSTMARK DATE
, COUNTY
SSN 270-10-2179
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
.21,000.00
VZ
DWAINE H WELLING
SEAL
RECEIVED BY 91 " C'~J '11/
IGNA R.
, 1.,11/."/ Jf/I'./.
MARY C. LEWIS 1"- .'"
REGISTER OF WILLS
CHECK. 109
REGISTER OF WILLS
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INHERITANcE TAX RETURN t:V:::'rmDltlstLAIMID tJ
RESIDENT DECEbENT ;ili NUMiiii
cOM't7~""~\\\'I'1Irt:IIVmlrAl"A ITO BE FILED IN DUPLlCLAT,E 21 95 784
IIA"'SlUl~.lrr, "D601 WITH REGISTER OF WI Ls CoUNIY CODE YEAR IlUMm
mmmnnltiTlilirTiiIT. AfilixtITiUn liiifll(f -- /'lfrfI1Iur'S("i')l,tFtffflElimr-
l:[ET.T.IllG. Harold 10 lIickor" Lane
i()cI~l.t{uiir,"IlMiIi r'.III 01 6I.1m--16.11' Iii iiim---- tlechanicBbur~, l'^ 17055
270-) 0- 21] 9________ lfl/91.2.'J_/_, ('i8,L'JI!!J.L..u C!~"(.I"-~lrU.r.l'lbllQlli11Ial);lldl.ll~=lif
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ItJ I. 0,101'01 R.lu,. [J 2. Suppl.",on'ol R.,u," (J 3. R.mql.d" R.lu,n. I I ,. 1
(far dol.. or dlaln p,lor 0 2. ...92
tI A. lImll.d t.lal. rJ Ao, tulul, I.I"T" Camp,amh. 05. fed.,al t.'al. 100 R.IU,d h.quh.d
(for dol.. n dealh ofter 12. t 2.821 .
IJ 7. o.ced..1 Mal'laln.d a 11,1'0 hu" ..l. B. lalall~umb., a' Sa'. b.palll da.'1
(Allach copy n Trull)
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54 East Main Street
Mechanicsburg, l'^ 17055
.rv.1500lx.'MAI
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I^"a,h ,apr 01 Will)
~IlUD8RIlINtllA~Rml
Murre1 R. Walters. III, Esq.
ffiffi1i5Nflrumr_
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697-4650
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(21 334.082.54
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I B I 425,733.59
1111 34.546.60
(121 391.186.99
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(Ie) 23.471. 22
119) 22.050.00
(20)
1211 1.421.22
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I. R.al E.lal.'S,~.dul. AI
2, Sla,h o.d Ba.d. (S,h.dul. B)
3. Cla..ly 1I.ld Sla,~IPa"n,"hlp Inl""'IS,~.dul. q
~. Morlgage' and Noles RenlvoM. ISchlldull'l OJ
5. Cotllt Bo"~ Depollll & Mhcellaneoul Peflonal Prop.rly
IS'h.dul. EI
6, Jal.lly Ow..d P,ap."y fs,h.dul. I)
7, Ira",'." fs,~.dul. 01 ISd,.dul. II
b. 101010,011 Aneh Ilolot lln.. 1.7)
9. tun.rnt e"penUtt, Admlnlllrollvtl COlh, Mllcellnnlloul
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10. b.bl., Mallgno. lIabllill.., ll.", IS,h.dul. I)
II. 10'01 O.dudln.. Ilalallln.. 9 & 10)
12. N., Valu. a' E,'al. Ill.. B mlnu. LI.. 111
13. Char liable nnd GO\lllrnmenlal Bllquell1(5chedul. J)
IA. N., Valu. Subl.d 'a 100 Ill.. 12 ml.o,ll". 13)
15. Spau,al 1'0""." lIar dol.. at d.alh all" 6.30.9AI
S8'" 'n"ruellonl for ^r,pllcnhlll POfcen'aOIl on RIIY.,.. flsl
SId.. I'nclude valulI' rom Sch.du II f( 01 Schedule M,)
IA. A",au.' a' 1I.. IA laoobl. 016% 101.' (161 391.186.99
(Indud. volu'l tram S(~edul. k or S(~edul. M.f
17, Amau.1 alll.. IA laxab'. 01 15% ral.
('ndud. .010.. I,am Sd,.dul. k or s,h.dul. M,}
10. P,l.dpallao du'l^dd 100 Ira", lln.i 15. 16a.d 17.1
19. C,edlh Spou.al Pover'y Credll Prlo, rarment. Ohcounl
~ 21.0lJO.0CJ,.1.050.00
20. "ll.. 1911 U,;al..lhdn llo. lB. i.I;, lhe dill.Ii",. &h llnl 20. lhll" thi ovtMMVMINt,
110 ."rr:r.II~l..u..I_''''I'.tl.''.'''IIII...tllll'.'.I..rrnTl'.:'I_''''I''_'.....ltl.!.I'.III..I~
2 Lilli.. IB I. ureal.1 Iha. lI.. 19, ..I" Ih. dill".... a. lIo. 21. lhl.1t Ih. TAx DUt.
A. ~nler I~, Inler..1 on I~. bol'Jnu due on lIne 2tA.
b. E.'.r th. 10101 a' lI.. 21 a.d 21A an lI.. 21B. Ihh l'lh. bALANCE DUE.
Maki c~..k ~avabl. 101 R.al.l.. ./ Willi, A~inl
191
1101
10,133.34
24 , 413. 26
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Act U8 0' 1994 p!ovldas 'or Iha raducl/on ollha lax raloslmposad on Iha nal value 0' Irand.r. 10 ill 'al
Ihlt II.. a, Ih. .pous.. Th. ralat as pramlbad by Iha slalula will 1,01 '
. 3~ 1.031 will b. applleabl. t~r .slol.s 0' d.t.d.nls dying ori 01 ah.~ 7/1/94 and b.'or. 1/1/9~
. 2~ 1.021 IN III be applleabl. 'or ulalas a' daead.nl' dying on at aft.r 1/1/96 and b.'otll 1/1/97
, 1~.I.tl11 will b. applleabl. 'or Dslal.. 0' d.eDdenlt dvlng onot ah.t 111/97 arid b.'ot' 1/1/9d
, ~pousal Iranslert occlltr'ng on or a'Ior 1/1/98 will b. exampl 'romlnh.tlldnc.lall.
PLEASE ANsWER THE FoLLOWING QUESTiONS
BY PLACING A CHECK MARK (v) IN THE AP~ROPRIATE blocKS,
l. Old decedenl make a Iranslar and:
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a, lelaln Iho Uso or Income ollhe property Iranslerred, ,........................,...........,.................
b, talaln Ihe rlgl,llo designate wlla shall use Ihe properly transFerred or Us Incamo. ..,............
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C.- telaln d reversionary '"lsrBst; or ........................................t............................'-............;
d, receive the promise lor IlIe 01 euher payments, beneflls or care' "........................,......,....,
:l, II death occurred on or belore December 12, 1982, did decedenl wllhln Iwo yearl prllcitdlr1g
dealh Iransler properly wUhoul receiving adequale canslderallanf II dealh occu~red aller
beceniDer 12, 1982, dl~ decadenttransler properly wUhln one yita~ 01 dealh wllhaul ~acelvlnll
ddequale consideration' .. H................................ ................. H......................... ,.". H" ..0. ,.,...
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:j, bid decedenl awn an 'In Irusl'at' bank accaunl 01 his or her dealh'...............,.........."...."....
, IF THE ANsWER TO ANY OF THE ABOVE QUESTIONS Is YES,
YoU MUST COMPLETE SCHEDULE G AND FILE IT AS !'ART OF THE IU:tU~N,
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IIHOUIlT .lJUlll1L IlIlTll IillMIlllIl YAJ.l/Jl
$200 Octobor 1985 R24273964 RE $208.88
$200 octobor 1985 R24273963 EE $208,88
$200 October 1985 R24397082 EE $208.88
$200 October 1985 R24273962 EE $208.88
$200 octobor 1985 R24273958 EE $208.88
$200 Octobor 1985 R24273957 EE $208.88
$200 Octcber 1985 R24273960 EE $208.88
$200 october 1985 R24273959 EE $208.88
$500 July 1981 02239907 EE $721.00
$500 July 1981 02239906 ED $721.00
$500 July 1981 02239905 EE $721,00
$500 July 1981 02239904 EE $721,00
$500 July 1981 02239903 EE $721. 00
$500 July 1981 02239902 EE $721.00
$500 July 1981 02239901 EE $721. 00
$500 July 1981 02239900 EE $721. 00
$500 July 1981 02239999 EE $721. 00
$500 July 1981 02239931 EE $721. 00
$500 July 1981 02239930 EE $721.00
$500 July 1981 02239929 EE $721. 00
$500 July 1981 02239928 EE $721. 00
$500 July 1981 02239927 EE $721. 00
$500 July 1981 02239926 EE $721. 00
$500 July 1981 02239924 EE $721. 00
$500 July 1981 02239925 EE $721. 00
$500 July 1981 02239923 EE $721. 00
$1000 Horch 1979 H206659668E $2,537.60
$1000 Horch 1979 H206659669E $2,537,60
$1000 Horch 1979 H206659670E $2,537,60
$1000 Harch 1979 H206659671E $2,537.60
$1000 Harch 1979 H206659672E $2,537.60
$1000 Harch 1979 H206659673E $2,537.60
$1000 Harch 1979 H206659674E $2,537,60
U.8. savlnql Dond. - cant'eS
lIarald lIal11ng
/\HlllIIlT 11ll1l1JLJlllTIl IllIIlllJlB llALllIl
$1000 Horch 1979 H206659675E $2,537.60
$1000 Harch 1979 H206659666E $2,537.60
$1000 Horch 1979 H206659667E $2,537.60
$IOon IIprl1 1976 H201466380E $3.194.80
$1000 Apr 11 1976 H201466388E $3.194.80
$1000 April 1976 H201466379E $3.194,80
$1000 Apr 11 1976 H202211001E $3.194,80
$1000 Apr 11 1976 H201466387E $3.194,80
$1000 April 1976 H201466386E $3,194.80
$1000 IIprl1 1976 H201466385E $3.194,80
$1000 Apr 11 1976 H201466383E $3.194.80
$1000 Apr 11 1976 H201466381E $3.194,80
$1000 Apr 11 1976 H201466384E $3,194.80
$500 July 1981 02239914 EE $721.00
$500 July 1981 02239915 EE $721.00
$500 July 1981 02239916 EE $721.00
$500 July 1981 02239917 EE $721.00
$500 July 1981 02239918 EE $721.00
$500 _July 1901 02239919 EE $721. 00
$5nO .July 1981 02239920 EE $721.00
$500 July 1901 02239921 EE $721.00
$500 July 1981 1'2239922 BE $721.00
$500 July 1981 02239912 EE $721. 00
$500 July 1901 02239911 EE $721.00
$500 July 1981 02239913 EE $721.00
$500 July 1901 02239910 EE $721. 00
$500 July 1981 02239909 EE $721.no
$500 July 1901 02239094 EE $721.00
$500 July 1901 02239097 EE $721. 00
$500 July 1981 02239893 EE $721. 0"
$500 July 1981 02239908 EE $721.00
TOTAl. $04,951,04
11'#ltoeUtl!.11I
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
, Ploa.o Print or Typo
FilE NUMBER
21-95-784
*
COMMONWEAUH OF PENNSYLVANIA
INH.'''ANCI TAX .nu.N
...,DINT DlelDINT
~STATE OF
HELLING, Harold
(All prop.rty 1.lntl.,....n.d with the Right of Survlvonhlp mUlt be dltdo..d on Sch.dul. 't
VALUE AT
DATE OF DEATH
ITEM DESCRIPTION
NUMBER
1. Mellon Bank - checking
2. PNC Bank CD #0413240039032
3. PNC Bank CD #0413200199681
4. PNC Bank CD 10413200199682
5. PNC Bank CD #0413200199683
6. PNC Bank CD #0413200199684
7. PNC Bank CD #04132001996B5
8. PNC Bank _ savings #530076105
9. 1985 Chevrolet Spectrum
51,082.02
5,648.60
4,013.87
4,013.87
4,013.87
4,013.87
4,013.87
12,851.08
2,000.00
S 91 651. 05
(Anath addItional BY..- M 11" lh"'l If more Ipot.11 n..d.d.)
@
Mellon Bank
p.h.llol1 BAlik. N.A.
~h'lllll1 ",,"k (','n"'..
I~III". 7"1111
l'hlllllh'll'hlll, I'^ 1I1I1I1.7HIIII
November 3, 1995
Murrel R. Walters, 111, Esq.
54 East Main street
Mechanicsburg, PA 17055-9395
Re: Escate ul Rarold Welling
Dear Mr. Walters:
In accordance with your request, the following information is
provided as of October 9, 1995. Please see attached letter.
Please contact this department if you have any questions.
Sincerely,
~~L '~~tL~d'
Mellon Bank, N.A.
Written Communication (199-5380)
P.O. Box 7899
philadelphia, PA 19106-7899
PG/dmd
482
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1~1~ e~III1..11\ PiLI'
e ~1l'1l11' lill.l',\ 171111
PNClRANK
November 6, 1995
To Whom It May Concern:
As per your request for information on accounts the referenced
decedent held with us, the information follows on the attached
sheet(s).
If I can be of any further assistance, please feel free to contact
me at (717) 730-2321.
sincerely,
C'{, ~.J _ ,')
(':d,(~TA-- /11.. L-cJ/
Edith Tancil
Miscellaneous services Supervisor
Bank operations
ET/mky
DECEDENT NAME:
DATE OF DEATH:
SOCIAL SECURITY NO,:
Harold Welling
10/09/95
270-10-2179
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
Certificate of Deposit
0413240039032
Harold Welling
Pauline Welling
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
11/13/84
$5,633,60
$15,00
$171,28
TYPE OF ACCOUNT: Cartlficate of Deposit
ACCOUNT NUMBER: 0413200199681 i
NAME(S) ON ACCOUNT: Harold Welling I
Pauline Welling I
,
DATE OPENED: 03/14/95 I
I
DATE OF DEATH BALANCE: $4,000,00
ACCRUED INTEREST: $13,87 i
INTEREST PAID YEAR TO DATE: $110,90
OTHER INFORMATION:
I
I
I
I
TYPE OF ACCOUNT: Certificate of Deposit I
ACCOUNT NUMBER: 0413200199682 I
NAME(S) ON ACCOUNT: Harold Welling i
Pauline Welling i
DATE OPENED: 03/14/95
DATE OF DEATH BALANCE: $4,000,00
ACCRUED INTEREST: $13,87
INTEREST PAID YEAR TO DATE: $110,90
OTHER INFORMATION:
STOCK INFORMATION CAN BE OBTAINED FROM CHEMICAL BANK
AT 1-800-982-7652
DECEDENT NAME:
DATE OF DEATH:
SOCIAL SECURITY NO,:
Harold Welling
10/09/95
270-10-2179
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
Certificate of Deposit
0413200199683
Harold Welling
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
03/14/95
$4,000,00
$13,87
$110,90
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
Certificate of Deposit
0413200199684
Harold Welling
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
03/14/95
$4,000,00
$13,87
$110,90
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
Certificate of Deposit
0413200199685
Harold Welling
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
03/14/95
$4,000,00
$13,87
$110,90
STOCK INFORMATION CAN BE OBTAINED FROM CHEMICAL BANK
AT 1-800-982-7652
ll\l.!JlIlh 17111
J:'~}l\
_'~ur~
COMMONWUllH Of '(NNSYWANIA
INHf,mANCf TAX R(TURN
_UIOENT DfCEDENT
ESTATE OF
HELLING Harold
ITEM
NUMBER
A,
),
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pleale Prlnl or Type
FILE NUMBER
21-95-784
DESCRIPTION
AMOUNT
Funeral Expenlel'
Anderson Funeral Home
Myers Funeral Home
Myers Funeral Home - death notice in local newspaper
2,039.40
3,885.10
30.00
1.
B. Admlnlllratlve Callll
renounced
2,
3,
4,
C,
),
2,
3,
4,
5,
6.
7,
8,
Perlonal Representative Camml..lons
Social Security Number of Personol Representotlve:
Year Comml..lons paid
Allorner Fees
Murrel R. Halters, III, Esq.
3,520.00
Family Exemption
Claimant
Addre.. of Claimant 01 decedenl's death
Stree' Addre..
City
Relationship
Stale
Zip Code
Probate Fee.
550.00
Mlleellaneaul Expensel'
Cumberland Law Journal - estate notice ~ublication
The Sentinel - estate notice publication
41>' 00
68.84
TOTAL (Also enter on line 9, Recapitulation)
(If more Ipae. II n..ded, Insert addlllonal.he.11 of lame .Ize.,
S 10;133.34
. ,\ m .., .~._..._,._.~__. ,........
","JI"" "", *'
COMMONWIAUH 0' PENN'nYANIA
lNHUltA.NCllAl n rUIN
1IIlOIHlorCIDINt
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI.a.. Prlnl ar T .
FILE NUMBER
21-95-784
ESTATE OF
WELLING, Harold
ITEM DESCRIPTION AMOUNT
NUMBER
1, Leader NursinR Home - personal care 1,378.84
2. Vita Link Pharmacy - medication 40.23
3. PNC Bank - penalty for returning only one key 12.00
to safe deposit box
4. Internal Revenue - 1995 incoJlle tax 21,254.25
5. PA Dept. of Revenue - 1995 income tax 1,727.94
"
TOTAL (Allo enler on line 10, Recopllulollon)
{II more .poce 1. n..d.d, InI." gddiliono' ,h..,. of lam. aize.}
s 24 413.26
.,'n,u I.. 11111
~'
, ,
-
COMMONW,AU" 0' ,'NNnIVANIA
INHlllfANCI fA._ .nUIN
.nlOIN' OleIOIN'
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
HELLING, Harold
21-95-784
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1.
A. Taxable Beque'''1
Dwaine II. Welling
1 0 Hickorv Lane
Mechanicsburg, PA 17055
son
100%
ITEM
NUMBER.
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmenlal Beque'lll
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (,0.1.0 enlO, on line 13, Rocopltulollon) 5
(I' more .pace I. needed, In.ert additional .h..t. of .ame .Ize)
".' . ..', " , '
... . .. '
. , '
. . "
LAST IYII,I, AND TF:STAMgNT
01"
I1AllOLD IYEJ,J,ING
I, JlAJlOJ..1J WEI..LING, of Frnnklln 'l'ownBhlp, York Cuunty, PennBylvanla,
dn molec, publish Rnd declnre (his (0 be my J...'\st Will and 'J'eRtnmont, horcby revoking
nil Will" nml Cmllcllff by litO at any tlmn marlc.
ITEM It
I dlrocl thnt nllll1herllnnco nnd offtnto taxes
bccomlnn duo by rORRnn of my donth, whether Buch tnxes nlny be pnyablo by my ERtate
or by nny recipient of nny properly, Rltnll bo pnld by my Executor out of the property
paBBlnR under this Will which Is not specifically bequeathed or devlRed, RS an exponse
nml cORl of nrlmln'Atrntlon of my BAtntn. My Executor shnll havo no duty or obllRatlon
10 ohtnln rclmhurscmcnt for any Ruch tnx pnld by my Executor, even Utough on proceeds
uf Insurance or othor propnrly not pn'''IlnR Uflt1nr thlA Will. In the nbAclutc dlBcrotlon
of my Executor, my Executor may pay such tnxes Immediately or mny pOBtpone the
payment of taxo" on future or remainder l"teroRts until tho time possosslon thoroof
nccrnes to the honoClclnrlos.
ITEM III
J Rlvo, dnvlse nnd bequcath all of my
pl'opnrty, rnnl, pnrRnl1nl Rnrl II1lxnd, to my wlfn, PAU I.INE II. WBJ..J.INO (nlBo known
nn IIELEN VlllGlNIA PAtJLtNf, WEI,UNGI. If nh. nunlv." In.,
l'rEM 1111
If my said wife docs not survive me, 1 give,
tlOVIBo Dnd bequeath nil of my proporty, real, personal n.nd mixed, to my son, DWAINE
II. WEl..LINO, If ho survlvos mn or, If he doos not, to his IRsue, por sUrpoR.
l;rEM IV,
In tho Rottlement of my Estato, my Executor
Rhnll pOSSORS, nmollR othorR, the following powers, 10 be cxerclflcd for tho bost I~Lereflts
PRICn I of 3 pl\ROR.
.. .
. .. I" ....
. .
ur Ihn hcnrHclnrltHII
fn) 'I'll retnln nny ItlvoRllnenlR Imny hAve nt my denth IHI 1011" nB my
F.x"culur IIIRY dflcm II Rllvlsnhle In my RAtnl" fll) to 110.
(hi '1'0 vnry IlIvnflhllcntB, when deemed deBlrAble by my Executor, and
tn Invcllt In lIuch bnnd", IlIlH:kR, nnloR, renl nRtntn mnrt"RRcR, or nthor ROCIIJ'ltfos or
In "\11:::11 olher properly, renl or pCrAnllRI, nfl my Executor "hnll doem wlso, without
bnhlR bound hy nllY "tnlutos or rulo" or IRw reRulathlR Invoshnenh hy axneutorll.
(c) In ardor to nHect R division or Ihe principal of my ERlale or for
Rny uther purpollo, InchullnR nny flnnl rllstrlbullon, the Executor Is aulhorlr.ed to
mako sRld dlvlslon8 nr rllslrlhullons of Ihe personalty and reBlty partly Of wholly In
kind. H such dlvlRlons Of dlBlrlhutlons arc mnde In kind, said BS8alll arc required
10 he cllvlded or <<II81rlhnled nllhelr rnnpedlvo valuoB on the date or dates or their
dlvlnlon or dlntrlhullun.
(d) 1'0 Bell either nt puhlle or prlvnte 8nle and upon lIueh terms nnd
condHlons nil my Executor mny doom advantageous to the Es~ate, any or all real or
porllonRI eslato or IntorostA therein owned hy lho Estnte sevcrally or In conjunction
wllh other porsonfl or ncqulred nftor my death by my Executor. and to eonuumtnato
IInld Bale or BRlcs by nuHlclcnt deeds or other Instruments to the purcbaser or pur-
chasors, convoying n feo almple lIt1o, rrne nnd cloar of all trust and without obligation
or liability of tho purchnRcr or purchaaors to ROO to tho appllcntlon oC tho purchase
1110110Y or to mnke hHlutry IlIto Iho vnlhllty or RRld snlo or onleol a180, 10 make, executo,
ncknowledRc Ami dellvor nny And nil deedA, RRRIRnrnel1ts, opllonn or oilier wrltlngll
which lI1ay bo noceRRRry ur deRlrnhle, In carrying out nny oC tho powcrB conferred
upon my Exocutor In lh18 poragraph or elRowhere In my Will.
(0' To mortgage ronl oslate. and 10 mako 1001108 DC roal eHtate.
'(n To harrow monoy Crom nny party, 10 pay Indebtedncss of mine or
PORo Z of 3 pORCO,
,
.
fllAnecl, Ronlrd, 1"11111""cII R111111r.dn..ml hy Ih" nhnvn-nRIUr..t TORlntnr "n RI1f1 rut'
hilt Lnllt Will RIIII 'l'nllIRII1r.III, III Ihn p."nllr.nr." uf III' who. AI hi.. rCHJun1l1 nllclln
hili prnllCI1CO nnllln tho ptORolICO nf (meh nthnr havn hctcul1ln Rot nur hnlllJR Rnd
Ronln thn dRY nlld ynnr nhnvo wrltton, RIUI wn cornfy Ihnt nllhn limo of tho
execution thnrnof tho Rnld TonlRlor WRR of Round Rlul tIlHposlug I11ln(1 nnd momory.
(j1.-v/..f) #rtjI.J/
(SmALl
nn.ldlnR nil .;y/. ~/lII.I#(j}",1
):r1!t)MlltJtUIN Uit, "
(' nc.ldh'R nl: >0 ';<kt~~1'~lI1...--
)Jfc.dUl-1C l f lIiLu,,! f!;?tU.
!\n.ldlnR ato
~Lt,'LI~U.Je, \.jt1./.f.I'~(Sf:A'A
(SEAL)
.,;-' .,.'. .-........ -... -....-
,
r'--s.:- --''1f6':6';{T5;:)lO'_~~~;~~~iN~~~~;!:~;I!;~g:I'!.~-~;-;-.>,;- --
. - 1',,_ ;. "_,' ,:1!::ff){(lii;:;:,'"o';'~'~;DlMIIMINT O',-.MNU.?:~;;/:~~/.~_;__~:'Jf"::}.:-\:-:{':,c:,.:_---:!!,'Ot~:t~,~~,,~,!:-;:,,"<~:';:P,J~~2f". ;
~~.. " ,:ft:~i~W1c~(.:cii'Pi;.:PINNsYLvAN'AI~~iRiTANc"A't.'DISTAiI TAX:::~ ;:\ :':~; ';" ,
ACN
ASSESSMENT P:'
CONTROL fl:,I
NUMBER
RECEIVED FROM,
a
AMOUNT
WALTERS MURREL RIll
34 E MAIN STREET
101
.I,4e1.ee
MECHANICSBURG, PA
17053
ESTATE INFORMATION,
m FILE MIER
III el-1993-0784
m NAME OF DECEDENT (lAST)
I;iI WELLJ NG HAROLD
II DATE OF PAYMENT
m POSTMARK
COUNTY
SSN e70-10-eI79
(FIRST) (MI
CUMBERLAND
DATE OF DEATH
REMARKS
fa TOTAL AMOUNT PAID
.1 ,4el .ee
SK
DWAINE H WELLING
C/O MURREL R WALTERS III ESQ
CHECKtI 119
REGISTER OF WI LLS
(l'~ . ,I . ' ,
~,,-' -' -w,;'
RECEIVED BY / Ii a 1/ 1 / I /r, "J ,"" / ~, ' ,.: N./ '
I . ,~ONATURE I . . ....
'. _, / ,.:/ . . i' II
MARV c. LEWis \/'" U '.I ;1'1- ,I
REGISTER OF WILLS
SEAL
\..-...,.--_._..-___ ---------~:-:...-- ~...~.::":"---~..-- ..-- -- --- -- --':"""'----:;1J----
, ~ '
" /
f'
", P,
,
" ,
.'
,
"
.~ ~ --, . '..
..__.r
r""-t.~
t...- 1'.:..
,.
\.
~-:'_'-':-----"'.Jl4J1
.-.....::J'-.'_
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO CDURT HDUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE"v:is'4TiicuAFj>.-m-:96Y"Niificnjn-NHiifii'ANCE-TAX-A-pjiiiiiisiHENT-,--ALi."oiiANCE-i1-li-m-mnm----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HARDLD FILE NO. 21 95-0784 ACN 101 DATE
lAX RE1URN WAS. I I ACCEPTED AS FILED (XI CHANGED SEE ATTACHED
,
"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAMES
INHERITANCE TAM DIVISION
tKPT. 210601
HARAIIIURC, PA 17UI'D6U
NOTICE OF INHERI1ANCE TAX
APPRAISEHEHT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
MURREL R WALTERS
54 E MAIN ST
MECHANICSBURO
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
I II ESQ
PA 17055
ESTATE OF
WELLING
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Ed.i. (Schedule A) 11)
2. stock. and Bond. (Schedul. DJ (2)
3. Clo..ly Hald stock/Partnership Int.r..t (Schedul. C) (3)
4. Horta.a../Not.. Receivabl. (Schedule OJ (41
S. C..h/Dank Dapodt./Hhc. Parlonal Property (Schedule EJ (S)
6. Jointly Owned Property (Schedule fJ (6)
7. Tranafara (Schedul. OJ (7)
a. Total A...t,
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expan.../Ad.. COlta/HI,c. Expan... (Schedul. H) (9)
10. Debts/Hortgag_ Llabl11tl../LJanl (Schedule Il (10)
11. Total Deduction.
12. Het Value of Tax Return
15. Charitabl./GovernMent.l Bequ..t. (Schedule J)
1~. Net V.lue of eat.t. SUbjact to Tax
12-16-96
WELLING
10-09-95
21 95-0784
CUMBERLAND
101
A.ount Ra.itted
,00
334.082.54
,DO
,00
91.651.05
,00
.00
IB)
10.133,34
1.431. 07
Ill)
1121
IUI
1141
c/
*
U'.Il,'IIU'IU.t"
HAROLD
12-16-96
NOTICE
HOTEl To in sura propar
cradit to your account,
.ubnit the upper portion
of thl. for. with your
tax pay.ent.
425.733,59
11 .G64 41
414.169,18
,00
414.169,18
NOTEI
14. IS and/or 16, 17 and 18 will
returns assessed to date.
I~ an assesBment was issued previOUSlY, lines
re~lect ~igures that include the total o~ ~
ASSESSMENT OF TAX:
15. A.ount of Line l~ .t Spou.al rata
16. A.ount of Line l~ taxable .t Lin.al/Cl... A rata
17. Aaount of Line 1~ taxable .t Coll.taral/Cl... 8 r.t.
18. Principal Tax Du.
llSI
1161
1171
TAX CREDITS:
PAYHEHT
DAlE
01-05-96
08-22-96
RECEIPT
WUHBER
AA082473
AA146650
DISCOUNT C-I
IN1EREST C-I
1.105,26
29,83-
,00 X ,00.
414,169,18 X ,06.
,00 X ,15.
llBI
ANOUHT PAID
21. 000,00
1.421.22
INTEREST IS CHARGED FRDM 08-23-96 TD 12-24-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
DALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAlO AFTER DAlE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL IN1EREST,
,00
24.850,15
,00
24.850,15
23.496,65
1.353,50
41. 45
1.394,95
IF 101AL DUE IS LESS THAN II, NO PAYNENT IS REQUIRED,
IF lOlAL DUE IS REFLECTED AS A "CREDI1" CCRI. YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF lHIS FORH FOR INS1RUC110NS,)
'*
,
COMMONWEALTH Of PENNSYlVANIA
DEPARTMENT Of REVENUE
aURIAU Of INDIVIDUAL TAXIS
om, 280601
HARRISlURO, PA 1712B.0601
Of CEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
MY.'."""',,,
Harold Wellinll
filE NUMBER
2195-0784
ACN
SCHEDULE
ITlM
NO,
101
EXPLANATION OF CHANGES
I
4&.5
Reducad to zero. Fiduciary incohO taxes Bre not allowable daductions for
~"Pe-nriaylvania ~lflhi'r!t-a-rice' tSJl; ~ purpo'jes'.-- -, v,_ , '--_.__,_._~~ .~_~__ ____~.~~~___~_.,._~_
.'-_.--~.. . ._~ h
. -"-"'-'~'" -, '-".'~~_"__'.'_"~v..._~....~~.,~.__,__.. __.__
~-"' "A.... _~ _._ _ _ ~~. ~ M'._"'_"~,,, __~ . _ .. *.,_,_ __ ~_,
".'-,".-. --~'. ..--~ . ~ ..M._w.....,.._ --___,.__,._w_ ~_~_._ ..,.,..______.......___ __ ,J..._
-~---~-~-..,.~.-~..--.~-.--. J.~_. .... ,"___wO"~_'_'__"-_~'" ~ L~ ._~~__._..__ '. . .._~. .__...._.~~., _...~....._..._,._~".,__~._"".._~_~.&~~___,,_______.,._
*----~,---".~.-.-...~-.-~--. * '~""----.. '" ., ~ ~ ~ - .-... .,.*~ .._.<"-...~- ...-..._ *'~'.A ._>._., ..,_ ~.~._...... _ " ,,,,__. ,.___" _. .______...,..... ...~..__~~ ____............~...____....__ ____
----.,-~.~ ---.,. ~ *--.,..~.~ -,--- "c~ _'-'_ __.."....,.,. "'. __.____ _n-_.,_.......__,.. .~,_,__"'.'. *.~".~..~~,,-'-___._.... ...,..,..."-'--+ __.,.,._......_~_.*___..__..,....___~___~...."....,~ _________
-..--------- ~...~,~....,. - _.-.,..-~...._~.~--..-.. -_....~.,..,...,.~.~~..,..~-~
~_..._--..._...__...~~."'.......+---,..--_.~
. --....-...--------....."..--~--.... "_,..,,.c..~.~_ . .__. T_.,
L. ,
->.-"..._~_. _.;.~.M__..'__...__~.".._ -""_:'--~-'~- ~_. "_<', ~_^_,~___~_.__~~_.~.~.._ ~::..~..._....... '"-..._..____.___u _~,
-.-.---. -'-'---""-_"~' ..... _L____.-,.* .... ..____.~._.~~.__ ,._..,..._ *___._.
> ""'~'.'. "A_.~._,. ~_., ~ "'.~ .._,." ". ,.~'....
.. _.'._.n_'..,." ,,__~_.~~,,_
___'''_~M._.. ___.._~_ '~____,_~. ._..~ ~_~.,___.,__
. ~.".._._-.~_...- --~-.' .----. - .. ,_..-,",~._- ._,..,-.....
-- .' .--.-.-.. ~ ~.. ~-~_.~.-.-.---'_......_-+.-.,~,~~--~._---;,--. ,.~~----_.......--~._~._---_.."'--
-- #~-M.~"O,-~_,.~_~~_.~~_.. ~_. ..,~.._..._."_H.. ,.~ '.. .<...~ ',,_. _'.U_+~'~M. ....",.. "'.. ,_ .,_~
"'_"_'_'""~M""_ '~'._ '~.'-'..._a _' ,".~,
- ,-.,..- "'.~'" ,.~----~-----. ~.<-- ..... '.. a' __,c_ ___,
;"-'._+'-'~~-">'''''''~'''''. -..--.'~
TAX EXAMINER,
John Rump
PAGE
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- ...
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-
BUREAU OF INDIVIDUAL TAXES
U.IERITAHC[ TAX DIVISION
O(Pf. zeD6Dl
IlARRISIURa, PA I7Itl-0601
NOTICE OF INItERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF lAX
1I'-UUUlI'llI-tU
MURREL R WALTERS III ESQ
54 E MAIN ST
MECHANICS BURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-16-96
WELLING
10-09-95
21 95-0784
CUMBERLAND
101
A.ount R..itt.d
,/1~
I
HAROLD
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RFCORD9 ~..
iiif,,:is47-iilf- AFP -r iz; 96Y. NoricE- -OF- -I N"HEifi Tliffci!- 'fAinippiijiisEj.jiiiT~--Ai.LowliiicE-iiR--- ____m_.._. - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HAROLD FILE NO.21 95-0784 ACN 101
lAX RETURN WAS' 1 I ACCEPTED AS FILED 1 XI CItANGED SEE
ESTATE OF WELLING
DATE
ATTACHED
12-16-96
NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Ra.l Eltat. ISch.dul. AJ
2. Stock. and Bond. ISch.dul. BJ
5. Clol.ly ttald Stock/Partn.rship Jnt.r.st ISch.dul. CJ
4. Hartg.g../Not.. R.caivabl. (Schadul. OJ
5. C.sh/Bank D.posita/Hisc. Paraonal Proparty (Schadul. EJ
6. Jointly Ownad Proparty (Schadula FJ
7. Tran.f.r. (Schadull OJ
a. Total A,.at.
,00
334,OB2,54
,00
,00
91,651,05
,00
,00
ISI
III
121
131
141
151
16'
171
NOTEI To insura prop a,.
cradit to your account,
subnlt the uppar portion
of this forn with your
talC payn.nt.
425.733,59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funa,.el El(pan..~/Adll. Cosh/Hhc. Expens.. (Schadule to
10. Dabts/Hortg.ga Llabiliti../Llans (Schadul. IJ
11. Total Oaductions
12. Hat Va1ua of TalC Ratu,.n
15. Charlt~b1./Gov.,.nn.nt.1 bequest, (Schedul. JJ
14. Hat Valua of E.tal. Subjact to TalC
NOTEI
10.133,34
1.431.07
IUI
1121
113l
1141
14, 15 ortd/or 16, I" and 18 will
re~urns assessed to date.
191
1101
11 .G64 41
414.169,18
,00
414.169,18
If an assessment was iRS~Arl r~p.viouely, lineD
re1'lect figures thet include the total of !l.b..b.
ASSESSMENT OF TAXI
15. Allaunt of LJna 14
16. Anount of Lina 14
17. A.ount of Line 14
la. Principal TalC Du.
,00 X ,00.
414.169,18 X ,06.
,00 X ,15.
USI
,00
24.850,15
,00
24.850,15
et Spousal
taxftbl. at
tal(abl. .t
rat.
Lln..I/CI... A r.t.
Call.taral/Cl..s D r.t.
USI
116J
1171
TAX CREDITS I
PAYHENT
DATE
01-05-96
08-22-96
DISCDUNT It I
INTEREST (-I
1.105,26
29,83-
RECEIPT
NUHBER
AA082473
AA146650
AHOUNT PAID
21, 000,00
1.421,22
INTEREST IS CHARGED FROM 08-23-96 TO 12-24-96
AT THE RATES APPLICABLE AS OUTLINED ON TilE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
23,496,65
1,353,50
41.45
1.394,95
. IF PAID AF1ER DAlE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDI1IDNAL INTEREST,
IF 10TAL DUE IS LESS TitAN n. NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDn" ICRI. YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF litiS FORH FOR INS1RUCTIONS,I
-:...L. _ _ _ --.i. _ __ _. _ ~'_ __ _ _. _._ __._ .__ ._._..
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r;~i'.~A'1;;~;I\";'~:;Yf5fi:L-;}~c.{}_~-J\tc~~,~I_~.,~~ .~IYI"~~"\-::.\?::J~ _ _~;! ,o:,~ (:\?;-'~:~:i~'.7J';7
t'~}~OPJCI~L llell"". PENNSYLVANIA INHIRITANCI AND ISTA~." .
RECEIVED FROM,
&
ACN
ASSESSMENT r:w
CONTROL iii
NUMBER
AMOUNT
MURREL R WALTERS III ESQUIRE
101
.1,.:JY....y;J
~4 E MAIN STREET
MECHANICSBURG, PA
17055
lotO "ft,
UTAT! INFORMATION.
!II filE NUMBER
III el-1995-0784
!II NAME Of DECEDENT IlAST)
I;I WELL I NG HAROLD
II DATE Of PAYMENT
EI POSTMARK DATE
COUNTY
SSN e70-10-e179
(fiRST) (Mil
CUMBERLAND
DATE Of DEATH
REMARKS
_I .394 . 95
SK
m TOTAL AMOUNT PAID
FRANCES C WELLING
C/O MURREL R WALTERS III ESQ
CHECKlI eel0
SEAL
,'-, , ;"'
,-)F I \.j/
RECEIVED BY . .;7', , . ~
...., I
MAR V C. L! IS /'/);lI1:./ .o;i >1 '
REGISTER OF WILLS ~,
REGISTER OF WILLS
- -- --- ----.-~--~ ~~- ~,_--:-:-,---:-;-'_:4II~."~1:--.-~__-- - - - ---- ~-- r-.,.--;o- _ __
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rt:';:!:'\~;~X;W:}:.::;f;:~:'>'f~:'i';:. :;'.i-(.<,~-j/'r,-':.: -'::" ,:;,',' ::. _'T,_/,_ _--_" ,:__ -,-, _''-.<_:', _ ':. " ,;":.._~". .:\,;;,:_ _, "';;~"_:::::':_::"::::;:":\}?':_:~;'-';'_'_';:-':
~ll5J&ttr~=:?~~~'~:~~~~(.
ACN
m ASSESSMENT III
U CONTROL ~
NUMBER
RECEIVED fROM.
AMOUNT
MURREL R WALTERS III ESQUIRE
~4 E MAIN STREET
101
.16.1'
MECHANICSBURG, PA 17055
10(0 ""'
ESTATE INfORMATION.
I:t IE MER
U el-199~-07e4
I:t AME OF DECEDE T lAST)
~ WELLING HAROLD
II DATE OF 'AVMfNT
B STMARK DATE
BBN e70-10-eI79
IFIRST) (MI
COUNTY
",\
CUMBERLAND
DATE OF DEATH
REMARKS
1':1 TOTAL AMOUNT PAID
.16.19
DO
MURREL R WALTERS III ESQUIRE
SFAl
\"
RECEIVED BY
-' 5l0NAT~RE
CHECK" eOe9
REGISTER OF WillS
MARV C. LEWIS
REGI6TER OF WILL6
" /1
iiEi.~'-'------- _,___a___ _ _~ __ _ _ _ __ __ _ _ _ _ ____---: _ "";:__
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BUREAU OF INDIVIDUAL lAHES
INHERlrANCE TAX DIVISION
DEPr. 280601
HaRAlsaURO, PA 171'8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
6
*'
tn.1l1tII lI,n"",
MURREL R WALTERS
54 E MAIN ST
MECHANICSBURG
I II ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-14-97
WELLING
10-09-95
21 95-0784
CUMBERLAND
101
AMount R..itt.d
HAROLD
PA 17055
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTEI To insure proper credit to your account, sub..it the upper portion of this for. with your tax pay...nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiilj:i60j.EX-AFP-iilj-:m-n_m....--iNH€iiiTANC"E--i'liif-si..liTEHiftii'-OF-lii:coUN'Tnj.-...nmn___.___._mn
ESTATE OF WELLING HAROLD FILE NO. 21 95-0784 ACN 101 DATE 04-14-97
THIS STA1EHENT IS PROVIDED 10 ADVISE OF lHE CURRENl SlATUS OF lHE STATED ACN IN lHE NAHED ESTA1E, SHOWN BELOW
IS A SUHHARY OF lHE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE, AND. IF APPLICABLE.
A PRDJEC1ED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 12-09-96
PRINCIPAL TAX DUE.
24.850,15
PAYMENTS (TAX CREDITS).
PAYMENT
DATE
01-05-96
08-22-96
02-10-97
03-19-97
RECEIPT
NUMBER
AA082473
AA146650
AA185158
AA185281
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,105,26
29.83-
57,50-
,14-
AMOUNT PAID
21,000,00
1,421.22
1,394,95
16,19
. IF PAID AFTER lHIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF 10TAL DUE IS LESS THAN .1.
NO PAYHENT IS REQUIRED,
IF lOTAL DUE IS REFLECTED AS A "CREDIT" ICRI.
YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF lHIS FORH FOR IHSTRUCTIONS, )
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
24,850,15
,00
,01
,01
If'I
f ~ ~JJ
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-
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..._.~
f)
01
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1;)((;
0:
p;
,
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~8
PAVttEHTI
D.tlch thl top portion of thl. Notle. and .~It with your p.y.ent .'de PI.,lbl, to thl n... and addr...
prlntad on thl r.v.r'l ,Ide.
If RESIDENT DECEMNT ,aka chick or lonay order plyebl. tOI REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT uke chick or .on.y order pa.,lIbh tal COKHOHWEAL TH OF PENNSYLVANIA.
REfUND ItR), , r.fund of . tax credit, which WI' not r.qu..t.d on thl ,.. Rlturn, .., bl raque.t.d by co.platlng ~
"application for Aefund of P.nn.ylv~l. Inh.rltance and E.tat. ,..- (REV-ISIS). Appllcltlon, .r. IVIllabl. .t
the OfficI of thl R'I.,t,r of Willi, ~y of t~ ZS R.v~. DI.trlct Dfflc.. or fro. thl Depart-.nt"l 14-hour
~.werlnl ..rvlel ~'r. for for.. orderlnll In Penn.Ylvanla 1"IOO-S6Z.Z0S0, out,lda P.nn'Ylv~l.
~ within loell Hlrrl.burg Irll (717) 7.7-8094, TOO' (717) 77Z.1252 CH..rlng I.p.lr.d only).
R(PLV TDI
Due.tlon. r.gardlng .rror. eont.ln.d on thl. notle. .hould b. .ddr....d tOI PA D.p.rt_ent 0' A.venut, lur.eu
0' Indlvldu.1 T.x.., ATTNI Pa.t A......ent R.vl.w unit, D.pt. 2.0601, H.rrl.burg, PA 1712.-0601, phon.
(711) 7.7-6505.
DISCCUCTI
I' eny t.x due I. paid within thr.. (3) e.l~r aonth. ,'t.r the d.e.dent'. d..th, I flv. p.reent (iX) dl.eount
0' the tlX p.ld I. .llaw.d.
j
I
I
PEKALTY,
The llX t.. .-ne.ty non.p.rtlelp.tlon p.n.lty I. cOlPut.d on the tot.l a' the t.. and Int.r..t .......d, Iftd not
p.ld b.'or. Janu.ry 1., 1996, th. 'Ir.t d.y .,t.r thl end 0' th. t.. l-n..ty p.rlod.
INTEREST I
Int.r..t I. ch.rg.d b.glnnln, with 'Ir.t d.y 0' d.llnquency, or nln. (9) lonth. and on. (II d.y 'rol the d.t. 0'
d..th, to thl d.t. 0' p.y..nt. T.... which b.e... d.llnqu.nt b.'or. Janu.ry I, 19.' b..r Int.r..t .t th. r.t. 0'
.1. (6~) p.rcent p.r ~ e.lcul.t.d .t . d.lly r.t. 0' .000164. All t'M.' ~Ieh b.e... d.llnquent on Iftd .,t.r
January I, 19.2 will b..r Int.r..t .t . r.t. which will v.ry fro. cllend.r y..r to e.l.nd.r y..r with thl' r.t.
lftftOunc.d by th. Pi O.p.rt..nt 0' Rlv,nu.. Th. .pplle.bl. Intlr..' r.t.. 'or 19.2 througn 1997 .r"
V..r Int"n' R.tl D.l1y Int".., F.etor Y..r tnt"nt A." DIUy Internt Fletar
1911 zax .0005,.. 1917 ax .00021t?
1911 I6X .000"" 1911.1991 1l:C .000301
19.. IlX .00OSDl 1992 ax .00DZIt?
19.5 ISX .00OSS6 1995.199' 7X .000192
1916 lOX .OODZ74 1995"1997 ax .DOazlt?
"'Int.r..t II celcul.t.d .. 'ollowlI
INTEREST . BALANCE DF TAX UNPAID X NUNBER DF DAYB DELINQUENT X DAILY INTEREST FACTOR
"'Any Hotle. h.ued .ft.r the till bleo... dllInquent will refllct en Inter..t ulcullt10n to fifteen US) d....
beyond thl d.t. 0' the ......""t. If Ply,,"t I. IIde I,t.r the Int.r..t cotpUt.tlon dlt. .hown on the
Hotlc., addltlon.1 Int"nt IN.t b. uleuhtld.