HomeMy WebLinkAbout96-00035
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Ill.w kllrlll'II 11\ ___
IlETlTION H)R IlROUATE and GRANT OF U:TTERS
21-06- ~5
No,
To:
Regl\ler of Wills fur the
. f),'n'll.fl'r1. County of Cumberland in the
Sodlll S"l'lIrIIY No, -L'L~Q5.!..1A.5' Commonwellllh of I'eunsylvllnill
The pelitlonof Ihe uuderslgued respeclfully represents 1I1lI1:
Your pelilione,(\). who i\/lIre IK years of lIge or older an Ihe execul ors
In Ihe last will of Ihe nhove decedel1l. dated October O.
and codlcll(s) dilled -1l0nl!
named
. 19..l!5-
('\Iate .dC\'anl drCllm\IOnCCS, c,g. renunciation, death of ('u',ulor, rle,)
Decendel1l was domiciled al dellth in Cumberland County. Pennsylvania, with
h er last fllmlly or principal residence at One Todd Circle, Apartment "C", Carlisle.
Pa. 17013 CARLISLE BOROUGH
(Iisl \trccl, number and munciflalilY)
Dccenden..,.then 88 years of age. died Januarv 4. .19 06
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Except as follows. decedenl did not marry, was not divorced and did nol have a child born or adopted
after execulion of Ihe will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: no excelltlons
Decendent at dealh owned property with estimated values as follows:
(If domiciled In I'a,) All personal property
(If not domiciled in Pa,) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property In County
Value of real eSlate in I'ennsyivanla
situated as follows:
S unestimated
S
S
S
WHEREFORE. pelitioner(s) respectfully request(s) the probale of the last will and codicll(s)
presented herewith and Ihe grant of lellers testamentary
(tcuamentary: admini\lralion c.I.a.: adminislralion d.b.n.c.l.a.)
theron.
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advs L. Fusselman
1000 West SOlllh SI.
~e..1igl"'J PA 1 '7nl1
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Robert M. Frey
5 South HAnnvpr ~t_
Carll.le, FA 17n1 ~
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } l:IS
COUNTY OF ___CllJHH:R1.ANn
The pelit!Qner(s) above, named swellr(s) or affirm(s) that the statements in Ihe foregoing petition are
true and correct to the best of Ihe kno,':ledge and belief of petitioner(s) and that as personal represen-
tallve(s) of Ihe abo'le decedenl petitioncr(s) will well and truly administer Ihe estate according to law.
Sworn to or affirmed and subscribed 4 9.i.r .I),.. ,:;/ -l~~_. L........ ~
before me Ihis 11 th da\' of ~
J nuar 9J!.!4- '\ -/3...:7_- I ..? n~ !a
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Mary C. Lewls,RcR Iff ' ~
. J ) L1-' U ( (I
No. 21-08- 035
Estate or
Mary R. Wert
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JANUARY 18 19J!L.., In consideration of thc petition on
thc reverse sldc hcreof, satisfactory proof havlna bccn prcscnted before me,
IT IS DECREED thatthc Instrument(s) dated October 0, 1005,
described therein bc admilled to probate and filed of record as the last will of
Mary R. Wert
and LCllcrs Testamentary
arc hereby granted to Gladys L. Fusselman and Robert M. Frey
MARY
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c. LEWl's- R.t1st.r or Will. j!;)tflU]:i.,..
Frey and Tiley
by Robert M. Frey 1106274
FEES
Probatc, Lellers. Etc. ......... S 515 . 00
Short Certlficates( )........., S--1JL..ll!)
It.-paq,ee -;r;uu
KenunCla\lon ................ S
JCP S 5.00
TOTAL _ S 541.00
Filed . ~~NI!~~r.. ~.~!..! ~.~~........... 717-243-5838
, PHONE
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A lTORNEY (Sup, Ct. I,D, No,)
5 S. Hanover St., Carlisle, P A 17013
ADDRESS
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CALLED ATTORNEY JAN. 19. 1996
"hiii i. 10 n:rlify thJllhl' inlmlll.llilllllH'tt. gj\(,1I1\ lfHf(~c1~' lopl(.d lIolll ,III oriRill.tl U'lIlfll'.lIt'lIf dl',lIll.llllly fil('d willi me ,II
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WARNING: 1111 lIIeglllo duplicate Ihll copy by pholollal or phologrlph.
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3341465
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_JAN.fi_J991L.., ,_
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT O'HUUH' VITAL RECORDS
CERTIFICATE OF OEATH
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LAST WILL AND TESTAMENT
OF
MARY R. WERT
I, MARY R, WERT, singlc woman, of Onc Thdd Circlc, Apar1mcnt "C", in thc
Borough of Carli sIc, Cumbcrland County, Pcnnsylvania, bcing of sound and disposing
mind, mcmory and undcrstanding, do hcrcby makc, publish and dcclarc this as and for
my wt Will and Tcs1amcnt hcrcby rcvoking and making void uny and all Wills by mc at
any timc hcretoforc madc.
I. I dlrcct my hcrclnaftcr namcd Exccu10r to pay all of my just dcb1S and funcral
expenses as soon aftcr my dca1h as may bc found convcnlcnt10 do so. I dircct that my
funeral serviccs bc conduc1cd by Hoffman-Roth Funeral Homc, 219 Nor1h Hanovcr
Strect, Carlisle, Pcnnsylvania, in accordancc with arrangcmcnts which I havc madc
there.
2. I givc and bequeath 10 my sistcr-in-Iaw, Cathcrinc F. Wcrt, of Charlollc, North
Carolina, nil of my jewelry provided she shall survivc mc by a pcriod of ninety (90) days,
but should she fail to so survivc mc thcn 1hc samc sholl lapse and bc added 10 thc
residue of my estatc.
3. I give and bequeath to my good friend, Gladys L. Fusselman, of 908 Harrisburg
Pike, Carlisle, Pennsylvania, whatever automobile, if any, which I may own at the time of
my death, together with all of 1he household goods and furnishings con1ained in my
Apartment "C" at One Thdd Circle, Carlisle, Pennsylvania, provided she shall survive me
by a period of ninety (90) days, but should shc fail 10 so survive me then the same shnll
lapse and be added to the residue of my es1ate. It is to be noted that the Thdd Home
owns the washer, dryer, hot water heater, dishwasher, stove and refrigerator in the
kitchen of my said apartment
4. I give and bequea1h to my sister-in-law, Catherine F. Wert, who is the widow of
my brother Joseph R. Wert, the sum of One Hundred Thousand and no/lOO -
($100,000.00) --- Dollars, provided she sholl survive me by a period of ninety (90) days.
but should she fail to so survive me 1hen the same shnlllapse and be included in the
residue of my estate.
5. I give and bequeath the sum of Twenty-five Thousand and nol100 -
($25,000.00) --- Dollars to my cousin, Clyde A. Lackey, of 535 Summit Drive, Carlisle.
Pennsylvania, provided he shall survive me by a period of ninety (90) days, but should
he fail to so survive me 1hen the same shall lapse and be added to the residue of my
estate.
6. I give and bequeath the sum of Twenty-five Thousand and nol100 -
($25,000.00) n_ Dollars to my cousin, Barbara J. Wert, of 36 Kensington Drive, Camp
Hill, Pennsylvania, provided she shall survive me by a period of ninety (90) days, but
should she fail to so survive me then the same shnlllapse and be added to 1he residue of
my estate.
7. I give and bequeath 1he sum of Twenty-five Thousand and nol100 -
($25,000.00) _n Dollars to my cousin. James H. Wert, to be contacted c/o my cousin
Barbara J. Wert of Camp Hill, Pennsylvania, provided he shall survive me by a period of
ninety (90) days, but should he fail 10 so survive me then the same shall lapse and be
added to the residue of my estate.
8. I give and bequeath 1he sum of Twenty-five Thousand and nol100 -
($25,000.00) no Dollars 10 First Evangelical Lutheran Church, 100 East High Street,
Carlisle, Pennsylvania, to be added to i1s Capital Projec1s Fund and the income arising
therefrom to be used from time to time for such capital projects as 1he official board of
said Church shall deem appropria1e.
9. All of the reS1, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same may be si1uate, I give, devise and bequeath as follows: One-hnlf
(112) to The Tri-County Easter Seal Society for the Handicapped, Inc., with offices at
Page I of 2 Pages
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.2930 Derry Street, Harrisburg, Pennsylvania, its successors and assigns, to be used for
such purpose or purposes as said SocIety shall deem best. and the o!her one-half (1/2) to
The Salvation Anny, its successors and assigns, a religious and charitable corporation,
organized and existing under !he laws of the State of New York, wi!h its headquarters at
120-130 West 14th Street, City, County and State of New York, to be used for the
benefit of its activities conducted at and 1hrough the Salvation Anny Citadel located in
!he Borough of Carlisle, Cumberland County, Pennsylvania.
10. I direct my hereinafter named Executors to payout of the residue of my estate
all estate, inheritance, transfer and succession taxes, Including interest and penalties
!hereon, which may be lawfully assessed by reason of my death. I hereby waive on
behalf of my estate any right to recover any part of such taxes, interest or penalties from
any person, including any beneficiary of insurance on my life, and including anyone
who may have received from me or from my estate any property which is taxable as a
part of my estate.
11. I hereby nominate, constitute and appoint as co-Executors of !his my Last Will
and Thstament my good friend and fonnernelghbor, Gladys L. Fusselman, of 204 lbdd
Circle. Carlisle, Pennsylvania 17013, and my friend and attorney, Robert M. Frey, 5
Sou!h Hanover Street, Carlisle, Pennsylvania, or the survivor of !hem, and I further direct
that neither of them shall be required to post any bond to secure the fal!hful
perfonnance of his or her duties in !he Commonweal!h of Pennsylvania or in any other
Jurisdiction. I further direct !hat my said Executors retain the services of Frey & Tiley,
as attorneys in connection wi!h !he settlement of my estate.
In !he event bo!h Gladys L. Fusselman and Robert M. Frey shall predecease
me or fall to qualify or cease serving as Executors or as surviving Executor, !hen in such
event I nominate, constitute and appoint Robert G. Frey, 5 South Hanover Street,
Carlisle, Pennsylvania 17013, as alternate or successor Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to !his my Last
Will and Testament written on two (2) pages, !his 9th day of October, 1995.
/nN' td-td;
Mary R. ert
(SEAL)
Signed, sealed, published and declared by MARY R. WERT, the Thstatrix above
named, as and for her Last Will and Thstament, in our presence, who, in her presence, at
her request, and in !he presence of each other, have hereunto subscribed our names as
attesting witnesses.
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I'IHST AND IqNAL ACCOUNT 01' G1,AUYS L. I'USSm,MAN AND 1t0llEWI' M. I'IlIlY,
EXIlCUTOIlS 01' TilE I,AST WII,I, AND TESTAMIlN'I' 01' MAltY It. WEltT, I,ATE 01' '1'lI1i
1l0HOUGII 01' CAHLISLE, CUMumU,AND COUNTY, PIlNNSYI,VANIA, DIlCEASIm
DATE 01' DEATH:
January 4, 1996
ESTATE FILE NO. 21-96-035
1,1lTI'IlHS TES1'AM ENTAH Y ADVERTISIlD:
CUMBERLAND LAW JOURNAL
February 9, 16, and 23, 1996
THE SENTIN EL
February 1, 8, and 15, 1996
PRINCIPAL RECEIVED
Accountants charge themselves with the following principal amounts received:
1996
Jan. 18 Uncashed checks In decedent's possession 7,745.24
22 Farmers Trust Company checking account 114-44421 1,326.66
22 Mellon Bank checking account 11182-952-5722 14,388.41
Accrued Interest to January 4, 1996 20.48
22 Dauphin Deposit Bank account 1189-77925-8 5,240.56
Accrued Interest to January 4, 1996 1.28
22 Dauphin Deposit Bank C/O 118100284857 10,000.00
Accrued interest to January 4, 1996 69.04
22 Dauphin Deposit Bank C/O 118100479879 10,000.00
Accrued Interest to January 4, 1996 103.97
22 Dauphin Deposit Bank C/O 118100834318 10,000.00
Accrued interest to January 4, 1996 102.32
22 Farmers Trust Company C/O 11102814 20,000.00
Accrued Interest to January 4, 1996 840.22
22 Farmers Trust Company C/O 1176969 10,000.00
Accrued Interest to January 4, 1996 78.13
22 Traveller's checks 820.00
22 Cash on decedent's person at Carlisle Hospital 222.95
22 Refunds from cancellation of subscriptions to magazines and
periOdicals 466.22
22 2 - $500 EE bonds issued October, 1986 @ 485.00 970.00
22 19 - $1000 EE bonds Issued October, 1986 @ 970.00 18,430.00
Feb. 2 Proceeds sale of 1994 Buick Sedan automobile 10,000.00
8 Misc. household goods and personal property 1,845.00
8 Misc. jewelry 450.00
-1-
Mar. 27
27
27
27
27
27
May 15
June 17
17
Aug. 30
599.880 slls. AAUl'lnsllred Tllx Pree (Jen. Bond l'llnd (II 18.28
Accrued Inleresllo Jllnunry 4, 1990
Balanco held In account III Legg Mason Wood Wlllker
Balance held In account al American Iixpre!lS Financial
Advisors, Inc. (Gladys L. Pussolman, beneficiary)
970.186 shs. Prudentlallnl. Global Income Pd., CI. A @ 8.32
Cancellation of Blue Cross/Blue Shield
Refund of premium, Donegal Mutual Insurance Co.
Proceeds sole of cottage at Todd Home
Balance held in account at Merrill Lynch
Balance held In account at Waddell & Reed
Refund from lIT Hartford, cancellation of auto Insurance
1575 shs. AT&T com. @ 67.6250
628 shs. A1rtouch Communications com. @ 28.25
940 shs. Amerltech com. @ 59.9375
900 shs. Atlantic Richfield com. @ 113.9375
400 shs. Baltimore Gas & Electric com. @ 29.1250
628 shs. Bell Atlantic com. @ 69.3125
1412 shs. BellSouth com. @ 44.875
200 shs. Dauphin Deposit Corp. com. @ 28.75
186 shs. Delaware Fund com. @ 19.93
1632 shs. Exxon com. @ 81.50
9464 shs. Financial Trust Corp. com. @ 29.8750
1120 shs. Ford Motor com. @ 29.75
1500 shs. General Motors com. @ 51.6250
280 shs. GM-E com. @ 53.8125
100 shs. GM-H com. @ 48.8125
300 shs. GTE Corp. com. @ 45.125
100 shs. Mylan Lab. com. @ 22.25
405 shs. Norfolk Southern com. @ 80.6250
628 shs. Nynex com. @ 52.8125
100 shs. PNC Bank com. @ 29.50
628 shs. Pacific Telesis com. @ 34.6875
5760 shs. Proctor & Gamble com. @ 86.00
100 shs. Providence Energy com. @ 17.00
-2-
,
.-....
10,965.81
5.58
414,458.98
33,357.59
8,101.08
196.10
79.00
14,568.00
49,017.00
25,550.22
456.00
106,509.38
17,741.00
56,341. 25
102,543.75
11 ,650.00
43,528.25
63,363.50
5,750.00
3,706.98
133,008.00
282,737.00
33,320.00
77,437.50
15,067.50
4,881.25
13,537.50
2,225.00
32,653.13
33,166.25
2,950.00
21,783.75
495,360.00
1,700.00
100 HhH. I'ubllc Sorvlce Co. of Colorllclo COI11. (1I 35.0875
200 Hhs. Public Service IintorprlHe, IlIc. COlli. @ 31.1875
800 Hhs. ltockwelllnt1 COlli. (II 53.0375
042 shs. SouthwesteMl !lell COlli. ((I 50.1250
400 Hhs. uar com. @ 20.6250
1256 shs. US West com. @ 35.25
600 shs. F. W. Woolworth com. @ 12.5625
1333 shs. Nuvoen Municipal Value Fund, Inc. com. @ 10
400 shs. Philadelphia Electric Co. 7.96 cum. pfd. @ 25.5375
400 shs. The Bear Stearns Companies, Inc. 7.60% cum. pfd.
Series C @ 25.0125
400 shs. The Chase Manhattan Corp. 8.32% Series L pCd
@ 25.6389
100 shs. Duke Power Co. 7% cum. pfd. Series W, @ 104.625
400 shs. Ford Motor Co. Series B cum. pCd. @ 27.5875
400 shs. General Motors Corp. Series B 9 1/8% pCd. @ 27.3375
400 shs. General Motors Corp. Series D 7.92% pCd. @ 26.3125
10 units PA Insured Municipal Income Trust, Series 22, @ 356.62
10 units PA Insured Municipal Income Trust, Series 72, @ 889.65
10 units PA Insured Municipal Income Trust, Series 80, @ 924.22
10 units PA Insured Municipal Income Trust, Series 108, @ 1029.41
10 units PA Insured Municipal Income Trust, Series 31, @ 432.92
10 units PA Insured Municipal Bond Trust, Series Three, @ 172.27
10 units PA Insured Municipal Bond Trust, Series Three, @ 172.27
10 units PA Insured Municipal Bond Trust, Series Six, @ 473.46
3 units PA Insured Municipal Bond Trust, Series Four, @ 271.24
4 units PA Insured Municipal Bond Trust, Series Three, @ 172.27
4 units PA Insured Municipal Bond Trust, Series Five, @ 724.02
6 units PA Insured Municipal Bond Trust, Series Five, @ 724.02
10 units P A Insured Municipal Bond Trust, Series Two, @ 217.50
9 units PA Insured Municipal Bond Trust, Series Six, @ 473.46
10 units PA Insured Municipal Bond Trust, Series Five, @ 724.02
10 units PA Insured Municipal Bond Trust, Series Three, @ 172.27
$10,000 Abington School Dlst. Gen. Obligation Bond, Series oC
1992, @ 102.683
$10,000 City oC Allentown Gen. Obligation Bond, Improvement
Series oC 1993, @ 10
-3-
3,508.75
0,237.50
43,150.00
55,695.75
8,250.00
44,274.00
7,537.50
13,330.00
10,215.00
10,005.00
10,255.56
10,462.50
11,035.00
10,935.00
10,525.00
3,566.20
8,896.50
9,242.20
10,294.10
4,329.20
1,722.70
1,722.70
4,734.60
813.72
689.08
2,896.08
4,344.12
2,175.00
4,261.14
7,240.20
1,722.70
10,268.30
10,000.00
$15,000 County of Ulolr, Penn. (len. Obllgntlon Ilond, Hefundlnl{
Series of 1001, @ 104.75
$10,000 Chortlers Volley IndllStrlol &. Commerclol Development
Auth. Jllrst Mtg. Itovonuo Hofundlng Ilond, Series 1004, @ 100.25
$10,000 Clarks Summit-South Ablngton Joint Sewer Authority
Guarantoed Sewor Itevenue Bond, Series of 1993, @ 100
$10,000 Cornwall-Lebanon Sch. Dlst. Gen. Obligation Bond,
Series A of 1993, @ 99.50
$10,000 Cumbo Volley School Dlst. Gen. Obllg. Bond, Series of
1992, @ 100.125
$10,000 County of Dauphin, PA Gen. Obllg. Bond, Series of
1992B, @ 101.62
$10,000 Dauphin County Gen. Auth. Senior Mtg. Revenue Bond,
Series of 1991, @ 100
$10,000 Jenkins Twp. Sanitary Auth., Luzerne Co. Po. Guaranteed
Sewer Revenue Bond, Series of 1987, @ 7.60
$15,000 Lancoster Co. Hospital Auth. Health Center Revenue
Refunding Bond, Series of 1994, @ 100.50
$10,000 Lancaster Co. Solid Waste Management Auth. Resource
Recovery System Revenue Bond, Series A of 1988, @ 104
$10,000 Lower Dauphin Sch. Dlst. Gen. Obllg. Bond, Series of 1993,
@ 100
$10,000 Township of Newberry Gen. Obllg. Bond, Series B of 1993,
@ 99.50
$10,000 Twp. of Susquehanna Gen. Obllg. Bond, Series of 1992,
@ 100
$10,000 Northeastern York County Sewer Auth. Guaranteed Sewer
Revenue Bond, Series A of 1993, @ 101.341
$10,000 West Shore Area Authority Health Center Revenue Bond,
Series of 1991, @ 100
$10,000 'The Wllklnsburg-Penn Joint Water Auth. Water Revenue
Refunding Bond, Series A of 1993, @ 99.50
10 units Notional Municipal Trust, Series Twenty-four, @ 366.93
300 units Nuveen Tax-Exempt Unit Trusts PA insured Trust 198
@ 100.52
100 units Nuveen Tax-Exempt Unit Trusts PA insured Trust 95
@ 106.94
10 units Kemper Tax-Exempt insured income Trust, Series 20,
@ 718.57
-4-
15,712.50
10,025.00
10,000.00
9,950.00
10,012.50
10,162.00
10,000.00
10,575.00
15,075.00
10,400.00
10,000.00
9,950.00
10,000.00
10,134.10
10,000.00
9,950.00
3,669.30
30,156.00
10,694.00
7,185.70
10 units KOlllper 'l'UX-Iixolllllt Insurod Income 1"'lJ.~t , Sorles 23,
a 784.05
1000 units Plrst Trust Targot Plva 1"'lJ.~t Series 3 III 11.0327
TOTAL I'IUNCIPAL RECmVIlD
INCOME RECEIVED
Accountants charge themselves with the following Income amounts recelvedl
1990
Jiiii':"" 9
26
26
26
26
26
26
26
26
26
26
26
26
26
30
30
30
Feb. 7
7
7
7
7
7
7
7
7
7
Interest, Mellon Bonk checking account
Legg-Mason, Po. Tax-Pree Income Trust
Meridian Asset Management, municipal bond Interest
First Fidelity, municipal bond Interest
Kemper Insured Multi-State, Interest
Van Kampen Tax-exempt trust
Van' Kampen Tax-exempt trust
Van. Kampen Tax-exempt trust
The Bear Stearns Companies, Inc., Interest
Dividend, Mylan Laboratories
Legg-Mason, dividend and Interest
Legg-Mason, dividend and Interest
Dauphin Deposit Corp., dividend
Dividend, Van Kampen American Capital Tax Exempt Trust
Dividend, The Notional Trust Co. Insured Series 24
Dividend, PNC Bank
Dividend, Prud. Int. Global Income FD Class A
Interest, Dauphin Deposit Bonk C/Ds
Dividend, AT&T
Dividend, Bell South
Dividend, Pacific Telesis
Dividend, PECO Energy Co.
Dividend, Nynex
Dividend, Amerltech
Dividend, Nyveen
Dividend, SBC Communications, Inc.
Dividend, Bell Atlantic
-5-
,~--.,.-:-
y.'C:.,._. ......
.c;;;,-',.,;'
'" .
7,649.50
11,032.70
2,828,305.23
2.86
69.00
185.00
175.00
402.24
359.00
258.42
736.70
190.00
4.00
372.49
759.37
53.00
596.08
22.60
35.00
32.23
138.62
519.75
508.32
342.26
199.00
370.52
498.20
69.98
388.58
439.60
Iteb. 7
8
8
14
14
14
14
14
14
14
14
14
14
14
14
15
20
20
20
20
20
21
28
28
28
28
28
28
28
29
29
29
29
29
29
Dividend, U S West
Intorest, Mellon Ilank checking Recount
Interest, Dauphin Deposit Bank checking account
Dividend, Putnam Investments
Interest, Formers Trust CO. CID 876969
Interest, Blair County GOB Ref. 91
Interest, Dauphin Co. Gen. Auth. 91
Interest, Jenkins Twp. Sewer 1987
Interest, Dauphin Deposit Bank CIDs
Dividend, GM Corp.
Dividend, GM Series B
Dividend, Public Service Co. of Colorado
Interest, Gen. Elec. Capitol Corp. 8%
Dividend, AARP Inv.
Dividend, The William Penn Funds
Dividend, Financial Trust Corp.
Dividend, Providence Energy Corp.
Interest, Kemper Ins. Multi State Series 20
Dividend, Proctor & Gamble
Interest, Nuveen
Interest, Dauphin Deposit Bank C/Ds
Interest, Bermudian Springs Pa. School District bond
Interest, Legg Mason
Dividend, PA Tax-Free Income Trust
Interest, The National Trust Group, Insured Series 24
Interest, Insured Municipal Income Trust
Interest, PA Insured Municipal Income Trust 34
Dividend, Prudential Mutual Fund Services
Interest on Estate checking account
Gain on sale of 628 shs. A1rtouch Comm.
Loss on sole of 1575 shs. AT&T
Loss on sale of 940 shs. Amerltech
Loss on sale of 900 shs. AtI. Richfield
Loss on sale of 400 shs. Baltimore Gas & Elec.
Loss on sale of 628 shs. Bell Atlantic
335.08
10.53
4.87
26.21
37.69
453.75
362.50
380.00
67.94
198.00
228.13
51.00
66.67
43.75
48.65
2,366.00
27.00
40.32
2,304.00
581.75
132.15
257.50
434.37
150.70
22.60
22.90
71.40
41. 76
45.64
2,702.81
(2,966.98)
(596.62)
(810.67)
(550.38)
(1,676.16)
-6-
211
20
20
29
20
20
20
29
20
29
20
20
20
20
20
20
29
29
29
29
29
Mar. 1
1
1
1
6
6
6
6
6
6
6
6
6
Loss on snle of 1412 slls. BellSoulh
Guln on sule or 1120 shs. Ford Molor
I,oss on sale of 1500 slls. Generul Motors
Gain on snle of 280 shs. aM-I!
Gain on sale of 100 shs. GM-II
Loss on sale of 300 shs. aTE Corp.
Loss on sale of 100 shs. Mylan Lab.
Loss on sale of 405 shs. Norfolk Southern
Loss on sale of 628 shs. Nynex
Gain on sale of 100 shs. PNC Bank
Loss on sale of 628 shs. Paclrtc Telesis
Loss on sale of 5760 shs. Proctor &. Gamble
Gain on sale of 100 shs. Providence Energy
Loss on sale of 100 shs. Public Service Co. of Colorado
Loss on sale of 200 shs. Public Service Enterprise, Inc.
Loss on sale of 942 shs. Southwestern Bell
Gain on sale of 400 shs um
Loss on sale of 600 shs. F. W. Woolworth
Loss on sale of 400 shs. Philadelphia Electric 7.96% cum. pfd.
Loss on sale of 400 shs. Bear Stearns
Loss on sale of 400 shs. Chase Manhattan 8.32% Ser. L
Loss on sale of 400 shs. Gen. Motors Corp. Series D
Loss on sale of 400 shs. Ford Motors Corp. cum. pfd. Ser. B
Gain on sale of 400 shs. Gen. Motors Corp. Ser. B, 9 1/896
Loss on sale of 200 shs. Dauphin Deposit Corp. com.
Dividend, Putnam Investments
Interest, Co. of Dauphin Bond Series of 1992B
Interest, The York Bank
Interest, Cumberland Valley School Dist. bond
Dividend, Ford Motor Co.
Dividend, The William Penn Funds
Dividend, Nuveen
Interest, Lower Dauphin School Dlst. 1993
Dividend, Ford Motor Co.
-7-
(7,1l01.:I0)
:J1l7.80
(802.57)
570.117
013.50
(525.44)
(300.07)
(48.60)
(969.34)
77.39
(3,694.86)
(13,986.09)
62.43
(128.87)
(713.69)
(3,649.75)
544.70
(477.74)
(235.34)
(330.33)
(30.91)
(75.36)
(185.37)
64.62
(63.50)
23.12
237.50
237.50
235.00
392.00
42.21
67.32
190.00
206.25
Mar. 7 1,0118 on Hille of 1333 Nuveoll MUll. Vllluo (IUlld, IlIc. (212.00)
7 IntereHt. LeKg MaHOn 108.75
7 IntereHt. AAIlI' Investmellt I'rogrllrn 40.78
13 Dividend, General MotorH Corp. 00.00
13 Dividend, Exxon Corp. 1,224.00
13 Dividend, Rockwell international 232.00
13 Dividend, Norrolk Southern 226.80
19 Gain on sale or 1632 shs. Exxon Corp. 1,026.51
27 Gain on sale or Duke Power 175.00
27 Gain on sale or General Motors Corp. 600.00
27 Interest, Wllklnsburg-Penn Joint Water bond 175.00
27 Dividend, Atlantic Richfield Co. 1,237.50
27 Loss on sale or AARP Ins. Tax-Free Gen. Bond Fund (309.85)
27 Interest on Estate checking account 79.05
28 Loss on sale or P A Insured Municipal Income Trust, Series 4 (511.50)
29 Dividend, Prud. Mutual Fund Services 41.80
29 Interest, P A Tax-Free Inc. Trust 145.18
Apr. 2 Interest on EE bonds 728.00
2 Dividend, GTE Corp. 141.00
2 Dividend, The William Penn Funds 13.50
2 Loss on sale or 1256 shs. U S West (13,124.06)
3 Dividend, United Group or Funds 59.01
3 Dividend, Putnam CI-A 21.52
4 Dividend, The William Penn Funds 29.59
5 Interest, Abington School Dlst. 92 270.00
24 Interest, Farmers Trust CO. CID /I 0102814 353.32
26 Interest on Estate checking account 174.46
30 Dividend, The William Penn Funds 48.34
30 U S Treasury note Interest 343.75
May 5 Interest, Farmers Trust CO. CID 1#76969 113.11
5 Dividend, Prud. Mutual Fund Services 41.76
22 Interest, Dauphin Deposit CIDs 125.64
28 Interest on Estate checking account 56.10
June 4 Loss on sale or PA Insured Municipal Bond Trust, Series Three (47.60)
4 Dividend, Prud. Mutual Fund Services 41. 76
-8-
Juno 5
17
17
28
28
28
July 2
3
3
9
27
Aug. 8
8
8
8
13
13
15
20
20
28
28
30
Sept. 27
Oct. 1
3
10
21
21
21
21
21
21
21
21
Dividend, '111e WIIIIIIIII I'onn I'unds
Loss on redolllpUon of Merrill I,ynch IIccount
l.oss on redempUon of Legg-Mllson Recount
Interest, PrudenUal Int. OIobllllncomo I'und CI. ^
Interest, Legg-Mason
Interest on Estate checking account
Interest, Waddell & Reed
Interest, Legg-Mason
Interest, The William Penn Funds
Dividend, Van Kampen
Interest on Estate checking account
Interest, Farmers Trust CO. CID 1176969
Interest, Dauphin Deposit CID
Dividend, Prudential Mutual Fund
Dividend, The William Penn Funds
Loss on sale of 10 units Nat. Municipal Trust Series 24
Interest, Dauphin Deposit CID
Gain on sale of First Trust Target Five
Interest on Dauphin Deposit CID
Interest, Legg-Mason
Dividend, Prudential Mutual Fund Services
Interest on Estate checking account
Dividend, The William Penn Funds
Interest on Estate checking account
Dividend, Prudential Int. Global Income FD
Dividend, The William Penn Funds
Dividend, United Group of Funds
Loss on sale of Duke Power Co.
Loss on sale of Ins. Mun. Income Trust Ser. 31
Loss on sale of Kemper Tax-Exempt Ins. Inc. Tr. Series 20
Loss on sale of Kemper Tax-Exempt Ins. Inc. Tr. Series 23
Loss on sale of 300 units Nuveen Tax Exempt Ser. 198
Loss on sale of 100 units Nuveen Tax Exempt Ins. Tr. 95
Loss on sale of 10 units PA Insured Municipal Income Trust, Series Two
Loss on sale of P A Insured Municipal Income Trust, Series Five
-9-
-17.12
(7r,2.U8)
(8,673.34)
41.75
58.33
855.91
59.01
84.45
46.43
615.00
793.07
119.40
236.20
41.75
48.45
(72.50)
171. 65
850.10
131.96
242.83
41.76
994.63
47.13
781. 36
41.68
45.16
59.01
(957.50)
(106.80)
(70.30)
(73.20)
(990.00)
(247.53)
(38.60)
(241.80)
I
I.
Oct. 21
21
21
21
21
21
21
21
21
21
21
21
21
21
21
21
21
25
Nov. 5
5
5
12
12
22
26
Dec. 3
27
27
27
27
27
30
31
31
I.oss on sulo of I'A Insured Munlclpul lucome Trust, Series 22
Los.~ on sole of PA Insured Munlclpllllncome Trust, Series 6
Loss on sole of I' A Insured Municipal Income Trust, Series 72
Loss on solo of I'A Insured Municipal Income Trust, Serlos 80
Loss on sale of PA Insured Munlclpullncome Trust, Series 108
Gain on sale of Rockwell international
Loss on sale of Abington School D1st. bond
Loss on sale of Blair Co. Bond, Series 91
Loss on sale of Cornwall-Lebanon Sch. Dist. Bond
Loss on sale of Cumberland Valley School Dlst. Bond
Loss on sale of Dauphin Co. General Auth. Bond Ser. 1992
Loss on sale of Jenkins Twp. Sanitary Auth. Bond
Loss on sale of Lancaster Co. Hospital Auth. Bond
Loss on sale of Lancaster Co. Solid Waste Management Auth. Bond
Loss on sale of Newberry Twp. General Oblig. Bond
Loss on sale of Northeastern York Co. Sewer Auth. Bond
Loss on sale of Wilkinsburg Penn. Water Auth. Bond
Interest on Estate checking account
Dividend, Prud. Mutual Fund Services
Dividend, The William Penn Funds
Gain on sale of 190.120 sh. Delaware Fund Cl. A
Interest, Farmers Trust CO. CID 1/76969
Interest, Dauphin Deposit CIDs
Gain on sale of Financial Trust Corp.
Interest on Estate checking account
Dividend, Prud. Mutual Fund Services
Interest on Estate checking account
Dividend, United Income Fund, Class A
Dividend, Prud. Mutual Fund Services
Dividend, Prud. Mutual Fund Services
Loss on sale of Chartlers Vallcy Ind. and Coml. Bond
Dividend, Prud. Mutual Fund Services
Dividends end Interest, Butcher Singer
Interest on cash balance at Butcher Singer
-10-
(146. 4(1)
(152.38)
(91.20)
(234.80)
(241. 70)
2,647.46
(328.50)
(588.45)
(180.60)
(12.50)
(296.60)
(518.60)
(379.50)
(209.50)
(197.40)
(438.60)
(178.30)
225.81
41.80
5.70
347.79
119.40
291.38
4,073.50
248.30
41.76
543.52
1,231.78
41.75
320.16
(25.00)
11.16
35,451.78
3,472.87
1007
Jun. 0 Ileplucornent or lo~t check, Merrill I,ynch 781. 25
27 Intorcst on K~tute checking uccount 846.04
Feb. 11 Intorest, Farmers Trust Corn puny C/O 816060 II 0.52
27 Interest, I'rud. Int. Global Inc. lid. CI. ^ 36.58
27 Interest on Estate checking account 040.34
Mar. 12 Interest, Dauphin Deposit C/O 52.14
13 Interest, Lancaster Co. Solid Waste Ser. ^ 418.75
27 Interest on Estate checking account 867.25
Apr. 24 Interest, Farmers Trust CO. CID 1/ 102814 940.20
27 Interest on Estate checking account 963.36
May 6 Interest, Farmers Trust CO. CID 1/76969 115.82
22 Interest, Dauphin Deposit CID 117.21
28 Interest on Estate checking account 966.68
June 27 Interest on Estate checking account 999.60
July 27 Interest on Estate checking account 875.99
29 Dividend replacement PSEG 108.00
Aug. 12 Interest, Farmers Trust CO. CID 1/ 76969 119.73
27 Interest on Estate checking account 971. 38
Sept. 5 Interest on Estate checking account 345.23
26 Interest on Estate checking account 596.63
TOTAL INCOME RECEIVED 26,553.06
DISBURSEMENTS
Accountants claim credit for the following amounts received:
1996
Jan. 11
16
23
23
26
26
26
26
Feb. 7
8
8
Register of Wills, Letters Testamentary
Farmers Trust Co., check cleared after death
United of PA, telephone
Rev. William C. Jacobs, honorarium for funeral services
PP&L, electricity
American Express, credit card balance
Hoffman-Roth Funeral Home, funeral services
Cumberland Law Journal, advertising Letters
United of PA, telephone
Mellon Bank, checks cleared aCter death
James Bistline, appraisal of personal property and jewelry
541. 00
290,00
19.78
150.00
138.88
29.72
6,592.00
60.00
22.21
522.00
105.00
-11-
I'ob. III
2t
27
28
Mar. 6
6
27
27
29
Apr. 9
9
12
12
12
24
May 22
June 24
Aug. 13
13
Sept. 17
Oct. 1
1997
J8ri:'" 16
15
L....." V"' ..~__.........."
Vltolltocords, 1\ dellth cortlflclltes
Iteglstor of Wills, 60 short certlflcntes
Itoglater of Wills, 8 short cortlflcate8
PPclcL, eloctrlclty
1110 Santlnol, advortlslng Lellors
Sora A. Todd Memorlalllomo, maintenance fee
PPclcL, electricity
Register of Wills, Agent, Pa. Transfer inheritance Tox
Register of Wills, 1 short certificate
Postage
Notary Public fee
lsaacman Kern cIc Co., preparation of 1995 Income tax returns
PA Department of Revenue, balance of 1995 personal Income tax
internal Revenue Service, balance of 1995 personal Income tax
PPclcL, electricity
PPclcL, electricity
Steinmetz Photo Workshop, photos
Gladys L. Fusselman, alc Executrix commissions
Frey and 'filey, alc Attorney's fee
Register of Wills, filing Pa. inheritance Tax Return
Register of Wills, additional probate fee
Register of Wills, 2 short certificates
Vital Records, 2 death certificates
Notery Public fee
Gladys L. Fusselman, bal. Executrix commissions
Frey and 'filey, balance Attorney's fee
Reserve to file Account
TOTAL DISBURSEMENTS
-12-
15.00
207.00
24.00
136.33
74.71
320.00
84.76
32,400.59
3.00
8.98
130.00
450.00
183.00
385.00
61. 99
3.28
41. 22
25,000.00
25,000.00
15.00
700.00
6.00
6.00
6.00
40,425.00
40,425.00
200.00
174,782.45
It I!CAPITUI,A'I'ION
Totul Prlnclpul Itccolvcd
Totallncomc Itccolvcd
Total Itccclpts
Less Total Disbursements
Balance for Distribution
2,828.365.23
26,553.66
2,854,918.29
- 174,782.45
2,680,135,84
PROPOSED SCHEDULE OF DISTRIBUTION
BALANCE FOR DISTRIBUTION
2,680,135.84
TO: Gladys L. Fusselman
1000 West South Street
Carlisle, Pa 17013
Bequest In Paragraph 3 of Decedent's WlII:
Proceeds sale of automobile
Household goods end furnishings, In kind
Beneficiary of American Express Fin.
Advisors account
10,000.00
1,845.00
33,357.59
45,202.59
TO: Catherine F. Wert
4902-No. 6 Water Oak Rd.
Charlotte, NC 28211
Bequest In Paragraph 2 of Decedent's WlII:
Jewelry, In kind
Bequest In Paragraph 4 of Decedent's WlII
450.00
100,000.00
100,450.00
TO: Clyde A. Lackey
535 Summit Dr.
Carlisle, Pa 17013
Bequest in Paragraph 5 of Decedent's WlII
TO: Barbara J. Wert
36 Kensington Dr.
Camp HlII, Pa 17011
Bequest In Paragraph 6 of Decedent's WlII
TO: James H. Wert
1612 W. Silver Spring Rd.
Landlsvllle, Pa 17538
Bequest In Paragraph 7 of Decedent's WlII
TO: First Evangelical Lutheran Church
100 East High Street
Carlisle, PA 17013
Bequest In Paragraph 8 of Decedent's Will
25,000.00
25,000.00
25,000.00
25,000.00
-13-
I'Y.UOO'ltl''''
ti~
.oa DATIl O. DIAIH Anla 121~1"1 CHICK HIU
" A SPOUSAL
'OVIITY CUDII II CLAIMID II
flU HUMI.. - .... -. _...._._w__~_
21-UG-O:lfi
COUNTY COOl
... I I ADO""
I C Todd Clrclo
Cllrllslo, I' A 17013
Cumberland
AMOUNI 1I(llvlD IUI 1...UUClION'1
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
COMMONW'AfUt Of PlUUnlVAt41A
ot,.u M tn ~' '\VIllU.
......,fJ ~ ~~O!l~II,06O'
oM I ,I
. MI t I II I
I
WllItT, MAllY II.
'7;~~I~~~'; ~~~------- ~';~~~D: .lii --"-r;~;~i~'; ----
pi AH\IU~lItu'Y"1HQ IfOUtll hI"..r lI"tI '"11 "hlO ..ltlOIlllj"'''1 iOOArnCUI,I,""'N'U'MiT1
/5-7f-L-
"
...L--
YtAR
NUMIU
.--......-...
o 3. Remainder R.turn
('or dolt. 01 d.olh prlo, 10 12.13,821
o 5. Fed.ral E.lal. lOA R.lurn Required
1. 8. Talal Number 01 Safe O.pa.lt Bout
ChNk here if you ole ,equesting 0 refund of your overpayment.
COlI""
o 2. Suppl.m.nlal R.lurn
o Aa. Futur. Inl.rlll Comproml..
('0' do'" 01 d.o.h ohor 12'\2,821
o 7. OIC.d.nt Malnlaln.d a living Trull
(Attoch copy 0' I,ull)
N.IDINnAL TAX:INfO nON'JlHOULD,BI'O
COM'I f MAIliNG AD
5 South Hanover Street
Carlisle, PA 17013
z
<>
~
!
'"
1, R.ol E.lolt (Sch.dul. AI
2, S'OC~I ond Bond. (Sch.dul. BI
3, Clollly H.ld Sloc~IPortn."hlp Inltroll (Sch.dul. q
A. Mortgag.. and Not.s R.c.lvabl. (Sch.dul. 01
5. Cash. Sank O.posils & Mlscellan.ous P.nonal Property
(Sch.dul. E)
6. Jointly Own.d Prop.rty (Sch.dul. FI
7, Tron"", (Sch.dul. G) (Sch.dulo II
8. Total Gran An." Itolal Lin.s 1-7)
9. Fun.ral Exp.ns... Adminlttra'ive COlll. Milc.llaneoul
Exp.nll' (Schedul. HI
10, O.bl., Mortgog. 1I0bililill, 1I.n. (Sch.dul. 11
11. T 0101 O.dudlon. (Iololllnll 9 & 10)
12, N., Volu. of E.lol.(Lin. 8 mlnu.lIn. II)
13. Charitabl. and Governm.ntal S.qullts (Schedule J)
I~, N.I Voluo Sub .dlo Tox (lIn. 12 mlnu. Lin. 131
IS, Spou.ol Tron"or. (lor doll. 01 d.olh oher 6.30.9~1
S.. Instrudions for Ar,pllcabl. P.rc.ntag. on R.vert.
Sid.. (Includ. "alu.. rom Sch.dul. K or Sch.duI. M.)
16. Amount of lInl lA laxabl. 01 6% rol.
(Includ. vo1uII from Sch.dul. K or Sch.dul. M.)
17. Amount of line lA laxabl. at 15% rotl
(Includ. volulI I,om Sch.dul. K or Sch.dul. M,)
18, P,lnclpollox du.(Add lox from lInll IS, 16 ond 17,)
19. Crldits Spousal Po".rty Cr.dit Prior Paymenl'
+ 32,400.59
243-5838
z
~
.
<>
u
!:l
...
14,568.00
2,185,955.10
(11
(21
(3)
(~ )
(S)
(61
(7)
635.208.04
6.720.00
137,726.46
( 81
(91
(10)
(1S)
(16)
(171
(11)
(12)
(13)
(UI
x.__
227,372.59 X .IS.
x .06 -
+
Ollcount
1.705.29.
(18)
Inl.r..t
(191
(20)
2,842,451.14
137,726.46
2,704,724.68
2,477,352.09
227,372.59
34,105.88
34.105.88
20, If lIn. 191. groo.or Ihon lIno 18, on'or Ih. dlffor.nco on lIn. 20, Thl.II Ih. OVERPAYMENT.
miD
21. If Line 181s great.r than line 19, Inl.r lh. diFf.r.nce on lIn. 21. This illhe TAX DUE.
A. Ent.r the In'. liSt on thl balanc. dUI on Lin. 21A.
B. Enlor Ih. 10101 of lIn. 21 ond 21A on lint 218, Thl. i1lh. BALANCE DUE.
Mok. Ch.ck Payobl. to. R.gl.tor 01 Will.. Ag.nt
~llSURI 5WIll:ALL QUEST10NQ)N' ESIDE:AND !RECHECK
Undlr p.nolties of p.rjury, I d.c1ar. that I ha'll exomin.d this r.lurn, Including accompanying sch.dul.s and ltal.m.nll. and to the best of my knowlldge and b.lI.f,
It Is truI, corrld and compl.,.. I dlclare that all r.ol '1late ha. b..n IIport.a allru. mark.t "olu.. D.c1aration of prepor.r oth.r than the p.nonal r.pr...ntatlv. Is
basld on 011 Information of which preporer hat any knowl.dg..
SIOHATull $ON .f~$1111 fOI flUNG InUIH ADDIUS DAll
"'h1 h.. '''n 5 South Hanover St. Carlisle PA 17013 Seot. 17 . 1996
ADDIUS DAT(
, ,'. ;.:;;~~~~';.~I
u. _ ~".~'. ".",
(21)
(21AI
(21B)
0.00
" ,..., '-( " ",," ._'"
u.: ~'i.~;,,\:;,_: '.',,':~~IJ.'
ESTATE OF MARY n. WERT
STOCKS AND BONDS
PAGE 1
1. 628 aha. Alrtouch Communications com. @ 28.25
2. 1575 shs. AT&T com. @ 67.6250
3. 940 sha. Amerltech com. Cl 59.9375
4. 900 aha. Atlantic Richfield com. @ 113.9375
5. 400 aha. Baltimore Gas & mectrlc com. @ 29.1250
6. 628 sha. Bell Atlentlc com. @ 69.3125
7. 1412 aha Bell South com. @ 44.875
8. 200 shs. Dauphin Deposit Corp. com. @ 28.75
9. 186 sha. Delaware Fund com. @ 19.93
10. 1632 shs. EXXON com. @ 81.50
11. 9464 sha. Financial Trust Corp. com. @ 29.8750
12. 1120 shs. Ford Motor com. @ 29.75
13. 1500 Shll. General Motors com. @ 51.6250
14. 280 shs. GM-E com. @ 53.8125
15. 100 shs. GM-H com. @ 48.8125
16. 300 sha. GTE Corp. com. @ 45.125
17, 100 shs. Mylan Lab. com. @ 22.25
18. 405 shs. Norfolk Southern com. @ 80.6250
19. 628 sha. Nynex com. @ 52.8125
20. 100 shs. PNC Bank com. @ 29.50
21. 628 sha. Pacific Telesis com. @ 34.6875
22. 5760 shs. Proctor & Gamble com. @ 86.00
23. 100 sha. Providence Energy com. @ 17.00
24. 100 sha. Public Service Co. of Colorado com. @ 35.6875
25. 200 shs. Public Service Enterprise, Inc. com. @ 31.1875
26. 800 sha. Rockwell International com. @ 53.9375
27. 942 shs. Southwestern Bell com. @ 59.1250
28, 400 shs. UOI com. @ 20.6250
29. 1256 shs. U. S. West com. @ 35.25
30, 600 shs. F. W. Woolworth com. @ 12.5625
31. 1333 shs. Nuveen Municipal Value Fund, Inc. com. @ 10
32. 400 shs. Philadelphia mectrlc Co. 7.96 cum. pfd. @ 25.5375
33. 400 shs. The Bear Stearns Companies, Inc. 7.60% cum. pfd. @ 25.0125
34. 400 shs. The Chase Manhattan Corp. 8.32% Series L pfd. @ 25.6389
35. 100 shs. Duke Power Co. 7% cum. pfd. Series W @ 104.625
17,741.00
106,509.38
56,341.25
102,543.75
11 ,650.00
43,528.25
63,363.50
5,750.00
3,706.98
133,008.00
282,737.00
33,320.00
77,437.50
15,067.50
4,881.25
13,537.50
2,225.00
32,653.13
33,166.25
2,950.00
21,783.75
495,360,00
1,700.00
3,568.75
6,237.50
43,150.00
55,695.75
8,250.00
44,274.00
7,537.50
13,330.00
10,215.00
10,005.00
10,255.56
10,462,50
ESTATE OF MAlty It. WEItT
STOCKS AND liON OS
PAGE 2
30. 400 shs. Ford Motor Co. Sorles 11 cum. prd. @ 27.5875
37. 400 shs. General Motors Corp. Series n 0 1/8% prd. @ 27.3375
38. 400 shs. General Motors Corp. Series D 7.02% pfd. @ 26.3125
39. 10 units PIM1T Series 22 dated May 6, 1983, @ 350.62
40. 10 units PIMIT Series 72 dated December 11, 1986, @ 889.65
41. 10 units PIMIT Series 80 dated June 17,1987, @ 924.22
42. 10 units PIMIT Series 108 dated January 13, 1989, @ 1029.41
43. 10 units Insured Municipals income Trust Series 31 dated Aug. 25, 1987
@ 432.92
44. 10 units PIMBT Series Three dated March 3, 1987 @ 172.27
45. 10 units PIMBT Series Three dated October 1, 1987, @ 172.27
46. 10 units PIMBT Series Six dated November 10, 1987, @ 473.46
47. 3 units PIMBT Series Four dated May 8, 1988, @ 271.24
48. 4 units PIMBT Series Three dated April 18, 1988, @ 172.27
49. 4 units PIMBT Series Five dated August 11, 1988, @ 724.02
50. 6 units PIMBT Series Five dated September 13, 1988, @ 724.02
51. 10 units PIMBT Series Two dated December 2, 1988, @ 217.50
52. 9 units PIMBT Series Six dated December 29, 1988, @ 473.46
53. 10 units PIMBT Series Five dated December 29, 1988, @ 724.02
54. 10 units PIMBT Series Three dated February 15, 1989, @ 172.27
55. 5 units PIMBT Series Six dated July 13, 1989, @ 473.46
56. $10,000.00 Abington School District General Obligation Bond, Series of
1992, @ 102.683
57. $10,000.00 City of Allentown General Obligation Bond, Improvement
Series of 1993, @100
58. $15,000.00 County of Blair, Penna. General Obligation Bond, Refunding
Series of 1991, @ 6.05% interest
59. $10,000.00 Chartlers Valley Industrial & Commercial Development Auth.
First Mtg. Revenue Refunding Bond, Series 1994, @ 5% into @ 100.25
60. $10,000.00 Clarks Summit-South Ablngton Joint Sewer Authority Guaranteed
Sewer Revenue Bond, Series of 1993, @ 4% into @ 100
61. $10,000.00 Cornwall-Lebanon School Dist. Gen. Obligation Bond, Series A
or 1993 @ 3.5% @ 99.50
62. $10,000.00 Cumberland Valley School Dist. Gen. Obligation Bond, Series or
1992, @ 4.7% @ 100.125
63. $10,000.00 County or Dauphin, PA Gen. Obligation Bond Series or 1992B,
@ 4.7% @ 101.62
64. $10,000.00 Dauphin County Gen. Authority Senior Mtg. Reserve Bond, Series
or 1991, @ 7.25% @ 100
11,035.00
10,935.00
10,525.00
3,566.20
8,896.50
9,242.20
10,294.10
4.329.20
1,722.70
1,722.70
4,734.60
813,72
689.08
2,896.08
4,344.12
2,175.00
4,261.14
7,240.20
1,722.70
2.367.30
10,268.30
10,000.00
15,712.50
10,025.00
10,000.00
9,950.00
10,012.50
10,162.00
10,000.00
ESTATE OF MARY R. WEltT
STOCKS AND BONDS
PAGE 3
65. $10,000.00 Jenkins Twp. Sanitary Authority, Luzorne Co. Pa. Guaranteed
Sewer Revenue Bond, Sorles or 1987, @ 7.60'16 @105.75 10,575.00
66. $15,000.00 Lancaster Co. Hospital Auth. Health Centor Rovenuo Rerundlng
Bond, Series or 1994, @ 4.9'16, @ 100.50 15,075.00
67. $10,000.00 Lancaster Co. Solid Weste Management Auth. Resource
Recovery System Revenue Bond, Series A or 1988, @ 8.375'16, @ 104 10,400.00
68. $10,000.00 Lower Dauphin School Dlst. Obligation Bond Series or 1993,
@ 3.8'16 @ 100 10,000.00
69. $10,000.00 Township or Newberry Gen. Obligation Bond, Series B or 1993,
@ 3.5'16 @ 99.50 9,950.00
70, $10,000.00 Township or Susquehanna Gen. Obligation Bond, Series or 1992,
@ 4.4'16 @ 100 10,000.00
71, $10,000.00 Northeastern York County Sewer Authority Guaranteed Sewer
Revenue Bond, Series A or 1993, @ 4.75'16 @ 101.341 10,134,10
72. $10,000.00 West Shore Area Authority Health Center Revenue Bond,
Series or 1991, @ 6.30'16 @ 100 10,000.00
73. $10,000.00 The Wllklnsburg-Penn Joint Water Auth. Water Revenue
Rerundtng Bond, Series A or 1993, @ 3.5'16 @ 99.50 9,950.00
74. 10 units National Municipal Trust, Series Twenty-rour, @ 366.93 3,669.30
75. . 300 units Nuveen Tax-Exempt Unit Trusts Pa. Insured Trust 198 @ 100.52 30,156.00
76. 100 units Nuveen Tax-Exempt Unit Trusts Pa. Insured Trust 95 @ 106.94 10,694.00
77. 931 shs. William Penn Interest Income Fund PA Tax-Free Income @ 11.31 10,529.61
78. 560 shs. Putnam Tax-Free High Income Fund @ 9.23 5,168.80
79, 10 units Kemper Tax-Exempt Insured Income Trust Kemper Insured Multl-
Series 20 - Pa. @ 718.57 7,185.70
80. 10 units Kemper Tax-Exempt Insured Income Trust Kemper Insured Multl-
Series 23 - PA @ 784.95 7,849.50
81. 1000 units First Trust Target Five Trust Series 3 @ 11.6327 11,632.70
82, 2 - $500 EE bonds issued October, 1986 @ 485.00 970.00
83. 19 - $1000 EE bonds Issued October, 1986 @ 970.00 18,430,00
TOTAL
2,185,955.10
.,v Ito.... 111'1
~..~,9.
~
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
COMMONwrAUH o. "NNIYlVANIA
IHHllltAMCI tAX lnulN
IUlotHT DIC'DlNt
PI.a.. Print a, T .
FIL UMBER
(All...-ttv .....~.......4 wbh tho alth. tI "'rvl_.h1~ m..t ... 41.<1...4 .. kht4.1t '1
MARY R. WERT 21-96-035
ITEM
NUMBER
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
Un cashed checks In decedent's possession at time of death
Uncashed traveller's checks
Cesh In decedent's possession
Balance Farmers Trust Company checking account 114-44421
Balance Farmers Trust Company C/D /1102814
Accrued Interest to January 4, 1996
Balance Farmers Trust Company CID 1176969
Accrued Interest to January 4, 1996
Balance Mellon Bank checking account #182-952-5722
Accrued Interest to January 4, 1996
Balance Dauphin Deposit Bank account #89-77925-8
Accrued Interest to January 4, 1996
Balance Dauphin Deposit Bank CID 118100-284857
Accrued Interest to January 4, 1996
Balance Dauphin Deposit Bank CID #8100-479879
Accrued Interest to January 4, 1996
Balance Dauphin Deposit Bank CID #8100-834318
Accrued Interest to January 4, 1996
Balance Penn Square Management Corp. Acct. No. 60156213 -
931.000 sh. @ 11.31
560 shs. Putnam Municipal income Fund @ 9.23
599.880 shs. AARP Insured Tax Free General Bond Fund @ 18.28
Accrued Interest to January 4, 1996
Balance held In account at Legg-Mason Wood Walker
Balance held In account at Investors Fiduciary Trust Co. -
Kemper Insured MuIti-8tate Series 20 - Penna.
BalBMe held In...accollllt at American ExPress Financial Advisors, Inc.
{Olad~ L, Fusselman - beneClc1ary).
Balance held In account at Merrill Lynch
Refunds from cancellation of magazines and periodicals
Cancellation of Blue CrosslBlue Shield
Auto Insurance refund, ITT Hartford
Homeowner's Insurance refund, Donegal Mutunllnsurance Co.
Proceeds sale of 1994 Buick Sedan
Miscellaneous household goods and personal property, per appraisal
Miscellaneous ewe1r er a ralsal
DESCRIPTION
1.
2.
3.
4.
5.
6.
7.
8.
9.
(Anoch additional 8Y,- )( II- .hHt, if mo,. 'pact h n..d.d.)
VALUE AT
DATE OF DEATH
7,745.24
820.00
222.95
1,326.66
20,000.00
840.22
10,000.00
78.13
14,388,41
20.48
5,240.56
1.28
10,000.00
69.04
10,000.00
103.97
10,000.00
102.32
10,529.61
5,168.80
10,965.81
5.58
414,458.98
7,253.09
33,357.59
49,017.00
466.22
196.10
456.00
79.00
10,000.00
1,845.00
S 635,208.04
>."
. "."
FARMERS-
TRUST_
February 3, 1996
Frey & Tiley
5 South Hanover Street
Carlisle, PA 17013
Rei Estate of Mary R Wert SSN 174-05-1452
Date of Deathl January 4, 1996
Dear Mr. Frey I
In answer to your request concerning accounts owned, either
separately or jointly, by the above referenced decedent and
the balance in each account as of the date of death, we have
checked our records and are subrnitting the following
inforrnation in duplicate. We suggest that you file one of
these letters attached to the Pennsylvania Inventory forrns
(RCC) to substantiate the balance you report.
Note that we have shown the correct registration for each
account. Also, interest accrued to the date of death, if any,
is listed as a separate figure.
Checking account *444421 was
account was titled in Mary R
as of 1/4/96 was $1,326.66.
bearing.
originally opened 9/1/67. The
Wert's narne alone. The balance
The account was Non-Interest
We have no record of a safe deposit bOK in the decedents
namB.
Sincerely,
;/-~ JCT)'Y'A~tN
Karen Tornassone
Custorner Service
One ~ High Street P.O Box 220 Carlisle. Pennsylvania 17013 (717)243-3212
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Mellon Bank
M.llnn \lAnk, S,A.
~h'lIl1n !llInk IOf'nIN
1'0 nUl( 7HIlII
1'11111,,11'11'11111, 1'.\ 1II1111,7HIIII
(215)553-1565
February 12, 1996
Frey & Tiley
Attorneys At Law
5 South Hanover Street
Carlisle, PA 17013
Re: Estate of Mary R. Wert
Dear Sirs:
In accordance with your request, the following information is
provided as of January 4, 1996. Please see attached
information sheet.
Please contact this department if you have any questions.
Sincerely,
Mellon Bank, M.A.
Written Communication (199-5355)
P.O. Box 7899
Philadelphia, PA 19101-7899
WC
482
IlEDROOH .2
4 PC BEDROOM SUITE (ROUGH)
SLJINI' FROO'!' DESK W/CLAW FEET (NOT OLD)
BRASS FLOOO l..AMP
8 DRAWER JEWELRY/SILVER CHEST
UPHOLSTmED ARM CHAIR
$125.00
100.00
10.00
100.00
20.00
KITOlEN
MAPLE TABLE W/2 CHAIRS
2 IROO DOORSTOPS (PA Dl11'CH)
2 METAL CABINETS
AMANA MIrnOWAVE (OLD)
STAINLESS STEEL FLATWARE FOR 8
POTSIPANS
EVERYDAY DISHES
75.00
50.00
20.00
10.00
10.00
25.00
20.00
JEWELRY
OPAL BRACELET
10 K OPAL W/16 SMALL OPALS
3 OPAL roLO RING
H':C' 7?~
f~S~INE .
PA LIC' AU001418L
200.00
100.00
125.00
25.00
1'.'101'" fl'-1It
*'
COMMONWIAlIH 0' PINNmYAN'.
INHU'IANCI IAI IIIUIN
IUODINIDlelDINI
SCHEDULE F
JOINTLY.OWNED PROPERTY
ISTATI or
MARY R. WERT
riLl NUMBIR
21-96-035
Jolftttoftontlll.
NAMI
A. Gladys L. FlI88elman
ADDRISS
204 Todd Circle
Carlisle, PA 17013
RILA TIONSHIP TO DICIDINT
Friend
I.
C.
Jolnlly-ownod p",potty.
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMB!I JOINT MADE DESCRIPTION OF PROPERTY OF ASSET 'llo INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 1/1991 2 - $10,000 EE bonds @ 6,720.00 13,440.0 50~ 6,720.00
TOTAL (AI.o enter on line 6. Recopitulotion) S 6,720.00
(If mar. space is n..d.d ins." additional shuts 01 sam. size)
1I~1I111" I".'
ITEM
NUMBER
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.al. Print ar Typ.
NUMBER
COMMONWfAlIH O. PfNN'YlVAN'A
INHflnANCf tAllffUIN
"'IOfNt DfCfOfNf
21-96-035
MARY R. WERT
DESCRIPTION
AMOUNT
A. Funeral bp.n""
1.
150.00
6,592.00
Rev. William C. Jacobs, honorarium for conducting funeral
Hoffman-Roth Funeral Home, funeral services
B. Admlnl.trollv. Ca.t"
A.
C.
1.
2.
3.
A.
5.
6.
7.
8.
1.
- 05 - 1966
Penonal R.p"..ntaliYII Commiuions
Social Security Numb.. 01 Personal Repre..nlaIlYII:
Year Cammiuians paid 1996
183
63,446.64
2.
Allorney Fees
63,446.64
3.
Family Exemption
Claimant
Add"u 01 Claimant 01 decedent's death
S'"et Add"u
City
Stat.
Zip Code
0.00
Relationship
Probate Fees
541. 00
MIIe.llan.ou. Exp.n"1:
Check cleared after death - Farmers Trust Co.
290.00
19.78
138.88
United of PA, telephone
PP&:L, electrlcl ty
American Express, credit card balance
Cumberland Law Journal, advertising Letters
United of PA, telephone
Checks cleared aCter death - Mellon Bank
29.72
60.00
41.53
522.00
105.00
James Bistline, appraisal of personal property and jewelry
TOTAL (Also enter on line 9, Recapitulation)
(II more .pace I. n..d.d, Inllrt addlllonal .h.... 01 .am. .1...)
s
IIV Itlll" 1111)
W
(OMMOHWIAUM or "NN"lVANI'"
IH"I'II"*' I.... InUIH
IIIKtIHIDICIDfHI
J
SCHEDULE J
BENEFICIARIES
ISTATE 0' FILE NUMBER
ITEM
NUMBER
1.
2.
3.
4.
5.
ITEM
NUMBER
1.
2.
3.
MARY R. WERT 21-06-035
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARI OF ISTATE
A. Ta.able Bequel'"
Gladys L. Fusselman
1000 West South Street
Carlisle, PA 17013
Frlcnd
Auto - $10,000.001
Household goods and
furnishings - $1,845.001
Amcrlcan Express fund -
$33,357.59
Jewelry - $450.001
$100,000.00
Catherine F. Wert
4902-No. 6 Water Oak Road
Charlotte, NC 28211
Clyde A. Lackey
535 Summit Drive
Carlisle, PA 17013
Barbara J. Wert
36 Kensington Drive
Camp Hill, PA 17011
James H. Wert
1612 West Silver Spring Road
Landlsvllle, PA 17538
Slstcr-ln-law
Cousin
$25,000.00
Cousin
$25,000.00
Cousin
$25,000.00
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Gov.rnmental B'qu.sls:
First Evangelical Lutheran Church
100 East High Street
Carlisle, PA 17013
Seal
The Trl-County Eastel7'Soclety for the Handicapped, Inc., now
known as Trl-County Society for Children &: Adults
2930 Derry Street
Harrisburg, PA 17111
The Salvation Army for the beneClt of Carlisle Citadel
DIvisional Headquarters
701 North Broad Street
Philadelphia, PA 19123
$25,000.00
One-hall of residue
of estate
One-half of residue
of estate
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AlIa .nl., on lin. 13. Recapilulation) S
(II mar. .pac. I. n..d.d, In.ert addillonalsh.... 0' sam. .11.1
- -.. - - - .... - -
"
RECEIVED FROM.
FREY ROBERT M
~ S HANOVER STREET
CARLISLE, PA
17013
-._, _. -- --- -- - - - - - _. _. ---
&
ACN
ASSESSMENT P:'
CONTROL ...
NUMBER
AMOUNT
!STAn INfORMATION.
fJ I M
EJ
II
SSN 174-0~-14~e
(FIRST) Mil
101
'::Ie,lfOO.O'i'
CUMBERLAND
DATE Of D! H
REMARKS
ROBERT M FREY ESQ
m TOTALAMOUNTPAID 'S2.400.~9
DO
()). , ,.j
RECEIVED BY )'1/;'1/1): . I.' ( ...'^ "N_
(/ RUlli/" ~
MARY C. LEWIS _do'''''' rJt.1't!
REGISTER OF WILLS
,.,--:":':....:-':':"':.~ - -- -.-- - - - -- -- -,---, -- -- .-. - -- -- - - - -------:-
SEAL
CHECK" 119
REGISTER OF WILLS
...
. ...----
,
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.
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COMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
IUREAU OF INDIVIDUAL TAMES
INHI.ITANCI Tal DIVIIION
OfJlT. U'''.
HIIIIIIUID, Pi .'1"."'1
HOTICE OF INHERITANCE TAM
AffRAISENENT. ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS AHa ASSESSMENT OF TAM
FREY I TIlEV
5 5 HANOVER ST
CARLISLE
DAT!
ESTAT! OF
DAT! DF DEATH
FILE NUMBER
COUNTY
ACN
12-30-96
WERT
01-04-96
21 96-0035
CUMBERLAND
101
_t R..lttod
PA 17013
*
"'.1"'" "'ell.'"
MARV
R
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER DF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE. PA 17013
CUT ALDNO THIS LINE .. RETAIN LOWER PDRTION FOR VDUR RECORDS ~
iiE'v:iii4'i-Eic--AFji-nZ:9lij-iioYicE--oF-YN'HEiiifAiicE-YAit'APPitiiisEii€ii'r;- ALi"owANcE-oi-------------- on
DISALLDWANCE DF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WERT MARV R FILE ND. 21 96-0035 ACN 101 DATE 12-30-96
If an a.BeBB.ent waB iBBued previouB1y, 1ineB 14, 15 and/or 16. 17 and 18 will
rBf1act figure. that include the total of ALL returnB aBBeBBed to date.
ASSESSMENT OF TAXI
IS, Aaount of Line 14 .t $pau..l ..t. IISI
16, Aaount of Line 14 taxobl. .t Lln..l/Cl... A ..t. 1161
17, Aaount of Line 14 t..obl. .t Coll.t...l/CI... I ..t. 1171
Ie, P.lnclp.l Tax Due
TAM RETUIIH WAS. I X I ACCEfTED AS FILED
I I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DNI ORIGINAL RETURN
1. Raal E.t.t. ISchadul. AI III
2, Stock. and Bond. ISchadul. II 121
S. Cla..ly Kald Stock/f..tne.ehlp Int....t ISchedul. CI 151
4. Hortgage./Not.. Rec.hoblo (Sch.dulo DI 141
S, C.ehllank Dopa.lt./Nl.c, P...on.l P.op..ty ISchadul. EI ISI
6, Jointly Owned P.aparty ISchadul. FI 161
7, T....f... ISchedul. 01 (71
e, Tot.l A...t.
14,568.00
2.185,955.10
.00
.00
635,20B.04
6,720.00
.00
leI
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funeral Expen...JAd.. Coata/Hll4. Expen... ISchedul. H) 19)
10, Dabt.lHo.tgage Llobllltl../Llana ISch.dul. II 1101
11, Tot.l Deduction.
12. Net Value of Tax R.turn
IS, Ch..ltobl./OOv.....nt.l I.qu..t. ISch.dul. JI
14, Kat V.lua of E.t.t. Subject to T..
137,726,46
,00
IllI
1121
IISI
1141
NOTEI
,00 M ,00.
.00 M ,06.
227,372,59 M ,15.
Ilel
TAX CREDITS I
PAYNENT
DATE
03-27-96
DISCOUNT 1'1
INTEREST (-I
1.705.29
RECEIPT
HUIIIER
AA1l2674
A/1OUNT PAID
32,400,59
INTEREST IS CHARGED FRDM 10-05-96 TO 01-07-97
AT THE RATES APPLICABLE AS DUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TDTAL DUE
NOTEt To in.ur. proper
credit to your account,
aubslt tha upp.. po.tlon
of thl1 for_ with your
tax paYJtM\t.
2.842.451.14
1~7.7'" ,It
2.704.724,68
2.477,352.09
227.372,59
.00
.00
34.105.8B
34.105,89
34,105,B8
,01
,00
,01
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN 61. NO PAYNENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY IE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I
Roc')1 " '
fltJ'i i'
:'. J of
. Wills
'96 Ole 30 AID :33
Clef.. .
Combl;.;,. d
, '1m
';"J, PA
AfIERYATIONI [It..., of dec~t. dying on or be'or. Dece.ber .,. 1'" ... .f ~y future Int.r..t In the I.l.t. I, trln".rr~
In po.....lon or enJoyeent to CJ... . (col1,t'...1) bene,lcl.rl.. 0' the dec.o.nt ...,.. the I.plr.tlon of en, I,'at. for
11'. Dr for ,....., the C~.lth her~v ..pr...., r...rvI' the right to ~r.l.. end ..1... trenlf... l~rltlnC' ,....
It the l~ful C1... . (coll.t.ral) r.t. on en, tuch future Int.....t.
~1I'
NOTICE. To fulfill thI ,...,.r...,h 0' Section U4D 0' the InherltlnCl end bhl, T.. Act, Act ZZ of 1"1. 7Z P.S.
Section 21..0.
PA'f'ttDfT. DetKh the top portion of thh HotlCI end .ubIIlt .,Ith ,our PIYMftt to the Regilt,.. of w1111 prlntH on the nv.r.. .Ide.
....... check or NNW order p.v.., tor REGISTER OF MILLS, AGENT
AU PIYMnt. ,Kl1dd ""11 first be; ..,pll" to MY tntar..t lilhlch .., be due with WI' r...lnMr ..lSed to the hJC.
RU1ICD (CAh , ,,'WId of . tax credit. which .... not reque.ted on thl Ta. Aaturn, .'V be r..,..ted b, c-..I.Ung an "Appllc.Uon
for A.fund of 'ann.ylvanll Inherltanc. ~ E,t.t. t.... (REV-ISIS). Application. .r. IVlllabl. at the O'flc.
of the A..I.t.r of Will., any 0' the lS A.v~ Dlltrlct O'flc.., or by calling the .pacl.l l4-hour
an.warlng ..rvlc. nuabar. for for.. orderlngl In '~IYlvanl. 1-'OO-S6,.,050, out. Ide Pennl,lvanl. ~
within loc.1 Hlrrllbur, .r.. (717) 717-10,., TDD' (717) 77l-2l5Z (",-ring lap.lred Only).
OIJECTJClCSI Any ,.rty In Inter..t not ..thfted with the appnl.......t, .UCMlanc. or dh.UCMlanc. 0' deduction., or ........"t
of t.. (Including dl.count or Int.r..t) .. ahown on thl. Notlc. au.t object within .I.ty (60) de,. of rec.lpt of
thlt MoUc. byr
--written ,rot..t to thl Pi Oap.rtaent of A.venue, lo.rd of Appe.I., Dept. 2a.02., Harrl.bur" 'i 171la-loll, OR
".lacUon to heYI the ..tter dlhralned .t Mldlt of the ecc~t of the personal r.,.n....t.Uv., OR
--appa.1 to the Orphan.' Court.
ollIIllN
ISTRAlIVE
CORRECTIONS I
factual .rror. dl.cov.red on thl. ......-.ot thould be ~r....d In wrltlno tal 'A D.p.rtaent 0' A.venue,
Iurl8U of Individual T...., ATTNI 'o.t A......."t R.vl... unit, Dept. l10601, Harrllburg, PA 17121-0601
Phone (111) 71'-6505. See ,eo- 5 of the bookl.t OIln.tructlon. 'or Inherltanc. T.. R.turn 'or. R..ldlnt
Decadent.. (REV-ISO!) 'or an ..,lenatlon 0' adalnJltr.tlv.ly correctabl. .rror..
OISCOllfT I
If any tax duI It ,.Id within thr.. U) calMdar aonth. .fter the deCedent.. de.th, . flv. percant (5%) discount of
the t.. ,.Id Ie .11.....
PENAL TVI
The In tax ......ty non-pertlelp.tton penalty I. c..,ted on the tot.l of the tu ... Int.r..t ......ed, ~ not
p.ld blfor. January II, ."', the flr.t deV .ft.r the and of the t.. ......tv period. Thl. non.p.rtlclp.tlon
,.,..Itv I. .....Iab.. In the ... .annar Met In thl the ... U.. period II ,ou lfOUld appe.1 the ta. ~ Inter..t
that hat been .....ted .. lnetlc.ted on thl. notlu.
IHTtA[1T1
Int.,..t Ie charged baglmlng ..1th flrat d., of dellnquencv, or nine (.) ItOf'Ith. ... one (I) de, 'r.. the dIIt. 0'
death, to the date of ,.~t. T.... which bee.. delinquent be'or. Janu.rv I, I'" bI.r Intar..t .t the r.t. of
,Ix (6X) pereant per ..-.. calcu..ted at . dellv rat. 0' .000164. AU t.... which bee.. delinquent on ~ .fter
January 1, I'll will blar Int.r..t .t . r.ta which will v.r, fr.. c.lend.r y..r to e.l~.r ,..r with thet r.t.
ennounced by the 'A Dap.rt..nt 0' R.venue. The appllcabl. Int.r..t r.t.. 'or l.al through 1"7 ar'l
'!!!! Int.,..t Rat. nell, lnt.r..t Factor !!!! Inter..t A.ta D.llv Intlr..t FltCtor
nn lOX .000541 191' 9X .000l41
1911 IU .0004se nU-I'" IIX .00OSol
19.. III .00OSOl I"l 9X .000247
nlS In .ooon6 l"J.I'IM 1% .ODD"!
".. IIX .000"4 1"5-1'" 'X .000l47
"'Inter..t I. calcul.ted .. follow"
INTEREST . BALANCE OF TAX UNPAID X HURBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
--Any Notlcl 1..UId .ftar the tax beco.a. delinquent Mill r.flect an Int.r..t c.lcul.tlon to flftaan (15) dev.
beyond the etat. 0' the .....___t. U ,.~t It ... ,'tlr the Int.r..t CDIIpUtlUon d.t. .hewn on tM
Notlc., Mldltlonel Inter... lU.t be calcul.tact.
~7f-~
CONNONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTICE OF DETERNINATION AND
ASSESSNENT OF PENNSYLVANIA
ESTATE TAX lASED ON FEDERAL
CLOSING LITTlR
DATI
ESTATI OF
DATI OF DIATH
FILE NUHlIR
COUNTY
ACN
.::..
*
IURIAU D. IHOIVIOUAL TAXIS
......IANCI I.. DIV'I'ON
.." I 111"1
HAIIIII....., PI 1111'.'''1
,.,.11"'11'111.'"
FREY' TILEY
5 5 HANOVER ST
CARLISLE
07-07-97
WERT
01-04-96
21 96-0035
CUNBERlANO
202
A-..t R.lttod
MARY R
PA 17013
MAKE CHECK PAYABLE AND RENIT PAYNENT TOI
REGISTER OF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE, PA 17013
HOTE. To In.ur. propor cr.dlt to your acaaunt. .ub.lt tho uppor portion of thlo fora with your tax p.~t,
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ....
iii'y:736"iii-AFp..ili3:-97r....iii-iiii'fii:E"o;:nliiT!RHiiiATiii'nil-Ii-AiisiiliiHiiif----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF WERT
MARY
R FILE NO.21 96-0035
ACN 202
DATE 07-07-97
ESTATE TAX DETERMINATION
1. Cr.dit Far st.t. D..th T.x.. .. V.rifi.d
.00
2, P.nn.y1v.ni. Inh.rit.nc. T.x A......d
(Excluding Di.count and/or Int.r..t)
32,400.60
3, Inh.rit.nc. T.x A......d by Oth.r Stat..
or T.rritori.. of the Unit.d Stat..
(Excluding Di.caunt and/or Int.r..t)
,00
4, Total Inh.rit.nc. Tax A......d
32.400.60
5, P.nn.y1v.ni. E.t.t. T.x Du.
,00
6. Amount of P.nn.y1v.nie E.t.t. Tax Pr.viau.1y A......d
Be..d on Fed.rel E.tet. Tex R.turn
,00
7. Additionel P.nn.ylvanie E.tete Tax Due
,00
TAX CREDITS I
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT Ct)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT ,00
BALANCE DF TAX DUE .00
INTEREST AND PEN. ,00
TOTAL DUE ,00
II. PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN '1, HO PAYnEHT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL OUE IS REFLECTED AS A "CREDIT" CCR), YOU HAY IE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS,)
.-. '~__h_. ..._.~"'_.~" ,.. . _...~..~,_,... . ".~_' ,_,~ .
r- .-. :t
\~:.r ,
n ;:",
...~
L-';.
'""
I
:;;!
, -,
, r- co
r.;L.:: P- o> :::>
a: UU
PlIlPOR Ill'
NOTlCEI
To fulfill the requlr..-nt. of Section 2145 (b) 01 ~ Inherlt.nca end E,t,t, Tax &et, Act 21 af .995. (72 P.S.
SMUon 9141).
PAYftOCTI
DelICh the top portion 01 thl, NoUn end lubIIlt ..Un your Plynnt to the Rqlat.r of Wills prlnt..t on the
r.....,... 11M.
n .... check or .".y order plyllbl. toa REaISTER OF HILLS, ADENT.
REfUND (eA) I
A rehn::l 01 . t.. credit ..y be r..,..ted by cOIIPl.Ung .... "AppllcaUon for R,fund of P<<wlnlVMla
Inherlt~ end E,t,t. Tax" (REV-I'lS). applications .r. .v.l1Bbl. at the OffiCI of the Reglltar 01 Willi,
MY 01 the Z3 RavMUI DlItrlct Off Ie.. or frol the o.p.rtnnt'. 24-hour IInI...r!", ..,vice ~rs fa,. fa,... or.r1nlll
In Pennlylv.".. 1-100-362-2050, out.lda Pennlvlvanl, end withIn local Harrisburg at" (717) 787-1094,
TOO' (717) 771-ZtsZ (He.rlng J~.lr.d Only).
OIJECTIDHSI Any p.rty In Inter.1t not ..Ulfl-.:l with the ..........t of hI( .. shown on this notice "Y object within
,Jxty (60J day. 01 rec.lpt Df thl. NotIc. bYI
-"wrItten prDt..t tD the PA Dep.rt..nt Df R.v~, Ia.rd Df Appe.I., Dept. 211D21, Herrllburg, PA 17121"ID21, OR
-"'Iecting tD heve the ..thr dehr.lned .t Mldlt of the p'''OMI repr..ent.tIv., OR
--.....1 tD the Orphen.. Court
....IN-
IITAATlVE
CDRIIECTIONSt
FlCltulll .rror. discovered an thl. ..........t shDuld be addr...ed In writing tal PA Depert..nt Df Revenue,
lur..u Df Indlvlduil Tax.., ATTNI Po.t A.........t R.vlew Unit, Dept. 21D6Dl, Harrisburg, PA 17121.D6Dl,
Phone (717) 717.6SD5. See P'" 5 of the booklet ~In.tructlon. for Inherltence Tax R.turn for _ R..ldent
Decldent- CREV.1SD1) fDr .n .xpl~tlan of ~lnl.tr.tIv.IY cDrrectlbI. errDr..
POW. TV.
The 15% tax ......ty nan"'pertIclp.tion pMal ty Is clDllPUted on the tDt.1 Df the to end Int.n.t ......ed, end not
p.ld befDr. Jsnuary II, 1996, the flr.t d.y .fter the end of the t.. .-nI.ty period. ThI. non.p.rtlolp.tlon
peMltY Is ....1_le In the ... .."".r Met In the the ... tI_ period .. you would IPPI.I the to end Inhre.t
thet hi. been .....nd .. Indlc.ted on thl. notice.
INTERfSTI
Addltlonel Pennsvlvenl. E.t.t_ T.. ......ed .1 . r.sult Df . chInge on the Feder. I E.t.t. T.. clo.lno
I.tt.r bee... dellnquMt .t the .xplretlon Df OM (1) .onth frCMI the ct.te the flnel notIc. Df the Incre...
In F~r.1 Elt,t. Tex I. rec.lved.
TUII WItch tHtc... dellnquent before JlftUlry I, 1.12 beer Int.r..t .t the nt. of .s. C6%) percent per ....
c.lcul.tld .t . d,lly r.t. Df .aDDI64. All taxes which bee... delinquent on Dr .ft.r JlftUlry 1, 1912 will ~r
Inter..t .t , ntl Wllch "Ill wry frol c.lencllr yetr to c.hnder y..r "Ith thet r.t. lMDUnced by the PA
o.p.rtlent of R.venue. The .,pllc_l. Int.r..t r.t.. for 1.12 through 1997 'rei
~ Int.relt R.h D.lly Int.r..t Factor !!!! Inter..t R_t. D.lly Int.r..t FectDr
1912 20X . aDDS" 1917 OX .aan47
1911 16% .aDaUI ..11".991 IU . nnn
19" IIX ."'Unl 19n OX .aaot,.7
1915 13X .aDn56 1995-1994 n ,aaDl'Z
1916 lOX .Dann 1"5"1997 OX .DDn47
--Int.n.t I. c.1cul.tld .. follow.1
INTEREST . BALANCE OF TAX UNPAID X HUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--anv Notlc. IsIUICI .fter the tax becOM' dell".,."t "Ill reflect en Inter..t c.lcul.tIon to fifteen US) dly.
beyond the ct.t. of the ........nt. If p.yeent Is IUlde .ftlr the Internt COllPUt.tIon d.tl shown Of'j the
Notlc., addltIon.1 Internt w.t be cllcul.tld.
'.
1
STATUS REPORT UNDER RULE 6,12
Name of Decedentl
Mary R.Wert
Date of Death.
January 4, 1998
Will No.
21-96-035
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rulesr I report the following with respect to completion of
the administration of the above-captioned estatel
1. State whether administration of the estate is complete I
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I
3. If the answer to No. 1 is Yes, state the following,
a. Did the personal representative file a final
account with the Court? Yes X No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releaaes, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: MllJ',Ch 10,1998
~~,-n~
Signature \
Robert M. Frey
Name (Please type or print)
5 South Hanover Street, Carlisle, Pa, 17013
Address
-,
. -
:::,
!:'c;
u:L<
.,
>.
. )::
~:J
00
( 717 243-5838
Tel, No,
Capac it y:
X Personal Representative
X Counsel for personal
representative
(HAH I rmf/ AM3 )