HomeMy WebLinkAbout96-00390
.
o
Z
,
'0
CI)
'5
1;;
~
/:\/cU.' "f _. _I'~I,OY() E. WI,lll~,gy_._._ __
II/.W ""OH''' d.\' ___ ~ .- ...------..-
PETITION FOI~ 1'l{OnATE und GI~ANT OF I.ETTEHS
No,__._,gI::96_-- _39.0----
To:
Rcgblcr of Wilh for Ihc
CouolY of _<:;urnbel'lund in Ihc
Commonwcalth of I'cml,ylvallia
..'.
-,----,--- ..,. -~ -,- ---.\ 911...3'o::'oliU' /)c'''''II,\('d,
.',,<,wl ,'C'l'IIfltl' f',,,, _________.______
Thc pClition of Ihc ul\llcr,igncd rc'pcclfully rcprc,clll' Ihal:
Yuur pClilioncr(\), wlto i,/arc IN ycar, uf agc or oldcr an Ihc CXCCUI rlees
in Ihc lasl will of Ihc abow dcc,'dclll, dalcd S_cQJember 8,
and codicil!,) dalcd nQD!!
_NO_TE;_C1VdcE.-Wcibl~,-onc..oLU1!LExcCll1ors.narnedjn-Uu~_Will.-died
October,2!, 1991. J' ~_.... I'~, u.: L-'~~~; ....3 ~~..r~
named
, 19-1!.L-
(\!all.' rcll'\anl ..:ill'lIlll\lillll.'I.'\, l'.~. rCllund;lliull. dl.',uh ul C\l'..:UlUl, 1.'1\:'.)
Dcccndclll wa, domiciled al dcalh in Cumberland COOI\I~, Pcn",ylvania, with
ILlL-- la,1 f~mily or principal rcsid~ncc al _ ~8rairrleTifStreet, Carlisle, Pa.
~i/ ,-'(, ;-J'l~'f' ,;rrl'-(~~':: '",'
(Ii..., ,lh.-el. numher am.! IIIUlH:ip;IIiI~)
DcccndcllI.lhcn 93 ycars of agc, dicd May 4, 1996 , 19
al Leader Nursing lIome, Carlisle, Pa.
Exccpl as follows, dcccdcnl did 1101 marry. was nor divorccd and did 110\ havc a child born or adoplcd
aflcr cxcculion of Ihc will offcrcd for probalc; was nOllhc viclim of a killing and was ncvcr adjudicalcd
incompclclll:
Dcccndcnl al dcalh owncd propcrlY with cSlimalcd valocs as follows:
(If domicilcd in I'a.) All pcrsonal propcrlY S unest!mated
(If nol domicilcd in Pa,) Pcrsonal propcrly in Pcnn>ylvania S
(If nol domicilcd in I'a,) Pcrsonal propCrlY in Counly S
Valuc of rcal cslalC in I'cn",vlvania S un cst! mated
silualcd as follows: House and lot of ground In South
J!fuI~Q/LT2.w.rulhilb_c..umberland..C.ounty, Pn.
WHEREFORE, pctilioncr(,) rc'pcclfolly rcqucsl(S) Ihc probale of Ihe lasl will and codicil(s)
prcscl1lcd bcrcwilh and the gram of ICllers testamentary
Ih:\t;lIl1Clllitr); admini\lr:lliulI f.'.I.;I.: admini'ITiltinn d.h.n.c.l.a.)
Ihcron,
,
'"
"
"
"
37
!t'i::
:<"
"
.."
c'=
~=
-;~
E:;
, .
;;
"
~
:n
_)/ d ';1~
~~}. ./4. u'4/
jlelcn..M~Witmer
-2.4.63~itnerjlighway
Carlisle, PA 17013
Iff. J./~~ 9- u.L:/r.t
Betty J. Vert
8 M'ddleto Av~
carhslC0'l}.!7lly~e
OATH OF PEHSONAL REPHESENTATIVE
COMMONWEALTH OF I'ENNSYLV ANIA } tiS
COUNTY OF CUMBERLAND
The pClilioncr(,) above-namcd ,wcar(s) or affirm(s) Ihal Ihe _lalCmcnl_ in Ihc foregoing pClilion are
lruc and corrcCI 10 thc be, I of Ihc knowlcdge and belicf of PClilioncr(,) and Ihal as pcr,onal rcprcsen.
((\livc(,) of Ihc abovc dcccdcnl pClitioncr(s) willwcll and Iruly adminislcr Ihe c_lale according to law.
Sworn III or ;,lrr.irm~d and ,ub,cribcd t' ~'j,.t-?!f~. '"In -:It ~,,-(., '"
beforc mc Ihb llTH .v'~' of /"-1" rl ~~!.L't' /; ~'
J11a.uie~ d~t6~fciw~!!z{tSt idtl[O~ J !
V'
~. t"
NIl 21-!I6- 390
.
Estute o!'
FLOYD W. WElIlI,EY
, neceused
I>ECIUm OF PRonATE ANI> GRANT OF LETTERS
ANI> NOW MAY 13, 19~. in considcnllion of Ihc pctition on
thc rcvcrsc sidc hcrcof. "lIisfaclory proof having bcen prcselllcd beforc mc,
IT IS DECREED thUlthc instrllmclll(s) dUlcd--5l:p.1lmJb.cr.Jl., 1987,
dcseribcd lhcrcin bc admittcd 10 probatc and tilcd of rceord as lhe laslwill of
Floyd E. Wciblcy
aod Lcttcrs T...~lnm.cDlnry
arc hcrcby grantcd tll Helen 1\1. Witmer and Betty J. Wert.
Probalc, Lcttcrs, Ele, ",,','" $
,Short Ccrtiliealcs( q , , , , , , , , " $
RCllllncialion ""',',',""" $
X-Pages $ 12.00
JCP 5.00
TOTAL _ $-258-00
Filcd ,."",." t-1~,Y. ,1 ~,', ,1 ~~,6,." " , , " ,
235.00
6.00
l-11,711IUJ_ /! (/7, f) (l'L.j(JIft.'
t.l~-,L .'~~'~;(~f ~~t 1, A .rtJJ 7ZlJ ''1/(J
MARY C. LEWIS
Frey and Tiley
By Robert 1\1. Frey #06274
0\ rroRNE\' ISlIp, Ct. I,D, No,l
FEES
5 S. Hanover St., Carlisle, PA 17013
,o\llllRESS
717-243-5838
1'1I0NE
(")(") ;J~
c {::-" ,,d
::: ('i ,',
,
-',
""
-<
I
~
, '.1
, CJ <.)
"fl' ~:~
)~ ;1 f"j
0
Called attorney on 5-14-96.
'1'1"... I'" III lllllh dl.tl II" 1111..1111111,>11
I.llt,d Hq~I',II_ll nil ,ql~'lll,d" 1111:, of\
111 .".' I , " ", 'I' ,', ." " " I III h .011 "I ,!I.ldl ,111h 101,-1 ,,~ nil 1Ill' "
" )".,( " , " ,
\ oil j" , :, I)'., .. '" , J.;. , , Ilrtlol 1"1 I 111I,ol1l111 I dllll~
i'
WARNING: Ills IlIcgal to dupllcnle lhls copy by pholoslnl (lI photograph,
ht.t'll llll', '1IIdl',I'!
'(Ill
,..,..n.......
,"'~'~\\\I OF P;;".
t'~' ., ~"1";'
l~" .~;-
tP ~lit' \.;.~.
I~~,~"", \~'l
I W ,h' .......
, . ;, .
'a'~ ," ! .,
\ ~ ,-',.. ....\-..
.~,..." '. ,'~l
\1'",1.' u....'i',,!'
"",.. "'EN1 ~\ I' ","
~':!~.'.:!t'!!!;!"
'?:i,,,,,, \~\, ~t:.u.. Jht~\-tA.C)RJ~
I,,, ,11 H, L:lqLIl '..\
" I. ,', '1 ('
,) .' ,) U 1.'_ .i
~tl
M~\', 1 . l~
1>.tIC.:
..'O\tal"..l"
COl,lMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF tiEALTH . VITAL RECORDS
CERTIFICATE OF DEATH
..,
."
..
..A""C'C(Clct..',......O'N...'
".
.....I.,r~.._."
';.<,A", ~(~~"'T~ .......,t..
'l.1..(CftV.h.........~._,
,. Floyd E. Io'elbley
dlale
198 30
0684
Hay 4, 1996
AGI,...._..
\IfoIOtil'll.Uoil'l
- "'"
\!OClIIiI'IIOoQ
-.:-..
....tl4rVoCl,U._
~""",..,.("""",.I
"'-"C.lllfDl!...n.,c........,__ __......,..__.
...c""U,l
",",_0 f~...,_-,
.... ~
.._....ILi
93 ...
Carlisle, PA
t:.OI.I"Of'o Of c.R1O
)\
Cumberland
~s.mddleton Twp,
.'OOOOOfllV1,o..I~V..O\,lS"..
.M...m.....(,._~". .,....__.........,
l.ender NurslnK ond Rchabllilulion
iI'I"'(._.._......._....
......"tI
...
~'hlte
01 10110(1 \!SV&l.OCCVNf'O'O
....:..~ ,;;'~~.::~,::::.;-:
II Farmer na
OlCIOll:,..lUI.l.\,lOoQ.o.QOOlIIU~_.;..,-..,....Sr.../ClC.....
48 Fairfield St,
Corllsle, PA 17013
........1a~.1.u\!...._
-.......-
t)oocItc.,r1oQIo<""
--..
,.- ----
"
'''~''''''''__"
"
~outh mdrll,.ton
~
"_.._So...:]
1996
Cumberland IIfO :::--.:::::.:::..
r,oQl..."S.....f.......-o.>oty_s."....,
,t Elizabeth March
++tOll"'..,.'.........IHOAOOIIlUl>>--V't'_-.lC'l.<DIl
8 Nlddleton Ave. Cnrlisle 1
"'---"UOfO'S'O'O"lO(.1Oo..........c_....c._....... ~oc OO..,c...._,".'.l.eo..
..01......... Westminster Ncmoriol N.Hiddler~R.Cumb.Co.PA
II. c "
......I....(lAlJOllts.lO".-c.."ro Hoffman-Rofh Fun I
k 219 N. Hanover St. Cnr fsle
~(;f..\ol ","",III" o.u(.......o
/~ filJ~n',( -""'S.''; '7(,
...-
"
u".(iI'IS........I,........u.~...,
, John S. Yelblcy
....0II......1S......(l~..""I
Bett y Wert
"'-lKlOQOI '''Oil ~
..,...00 ,,-....0
0...-0 0I0w0~'.'
,
IlQOolil'tofol)l
,~
..u..u.....,......iI'I
..
''''Ivu.r"
UI 01 "I.
':.~~J't~~..;U~..;'M
ClJt..~""IDIIl.O.....#'o~.._,
....'r....Sf."UI....IOru...IOOC..~fU.....(~".
..0
~
It..............._
,\qwv......'-
p"u"
CJI_~..._-.......,,_...
_.........~....~_......""""l
1,.t<L~";"
.....l,IA.Il'lOlCfO.,
ct!(lOlM""""",^,".oc.c\!lON:l
"" 0 ...rJ
...
"'"",(iI'I '.'~'..'
.ellt'"..,ltfQ'.UlCla..,,......... '.....-:1...,.. ,_. ~..._~..~... ...,.,.. ..."........ '''1 .,...""',..../J
,...._.....'"_...... ...............,............."........_......'04
'J 0 t I"'C""G ...CC(II"J'!OOO'".'OC,...,.............~ "'...."".;". ,.... ...."...'.'~~. ........,....
"...._.....'".........'....................-.........................-........""1...............".....
''''O<,t.ltl'''''llllf'''COItOlllfil'l
Oft ,,.. ...'..11.._"..... ._Of"'...'.'.,..",... "" ~.._". ftll............. .,,~. ,..... d.,. ...., ,'u.,.......... 'I '''' ......1.1.....
""""""111'"
...
........,..... ,\IC....,,,., ...c; "~"'..l"
'",e '\\,\' ~~~~\.Q.\
A...
< ..-kt5j
id.lid...LC:
r""'~- ~~~ \l\C\\,
21 - 96 - 390
00 '" :0
em :Om
~- '-" ft> 0
f: (~'" "
~. -,
~' $ .'
-- :..~
~ -< -, f,!
-' - - ~..
c 0
(', ..:- ~':
0 .. ~ =-= \J
" '. tv in
~. Q.
~~ (..j
UJ
lk..
f'"
,.
I. "~
..1.,.;
CER'rlFICATI0N Ot:_W~T!CE_'.!!lgER HIJl,E 5,6 ( il)
'96 JUN 19 ,11J:l J
Name of Decedent:
Floyd E. Wciblcy
Date of Death:
CIl.
CUrt",
Moy 4, 1996
Will No,
,\dmin, No,
21-96-390
To the Register:
I certify that notice of beneficial interest required by
Rule 5,6(a) of the Orphans' Court Rules was served on or mailed to
the following beneficiaries uf the above-captioned estate on
June 18, 1996
Name
Address
Good Shepherd United Methodist Church, 2129 Ritner Highway, Carlisle, PA 17013
Lmdo Munro, 1308 Mmers Way, R05eVille, GA 9:>661
Lois Fanus, 115 Sunset Drive, Mt. Holly Springs, PA 17065
Paul Welbley, 1552 Holly PIke, Garllsle, I'A l'IU13
Wayne Weibley, 1550A Holly Pike,;Carlisle, PA 17013
Helen M. WItmer, 2463 Ritner Highway, GarllSle, PA I"'/UI3
Betty J. Wert, 8 Middleton Avenue, Carlisle, PA 17013
Vonald L. welbley, R. V. 2, Shermansdale, PA 1'/U9U .
Notice has now been given to all persons entitled thereto under
Rule 5,6 (a) except no exceptions
Da te: June 18, 1996
/-(;"1,.;-J", '].-'-'-7
Signature I
Name Robert M. Frey
Arlrlress 5 South Honover Street
Carlisle, PA 17013
Telephone {7l7) 243-5838
Capilcity:
Personal Representative
x
Counsel for personal
representative
.Corol Richardson, 23 Leeds Road, Newville, PA 17241
f
-
:.1
'/1
1'1\
Rue,,",'" ; :,ic" cf
I.' . \ '
J",,' '". .,' ,-,..,....
\t;'; . . .- '1""
'5'3 l'iAY -[I .', '~]
C'>
Cw-;-'
~ 1 >< ~ ~
fLl
t-'l r-
al
~1 H ::J lil~~
~ u ..
it Od~~
~ 1'-4 .
~ fLl ~ =1 ~ ~
~ 0 ~ ~ ~;
~ ><
0 ~~ ~
t-'l
~ ~
~
-' . ,
.;. '"
1Eagt )llIill attb Wtstntntttl
OF
FLOYD E. WEIALEY
I, FLOYD E. WEIBLEY, of South Middleton Township,
Cumberland County, Pennsylvania, declare this instrument to be my
Last Will and Testament, in manner and form following:
1. I hereby expressly revoke all Wills and Codicils
heretofore made by me.
2. I hereby direct my Executrix to pay all my just debts,
funeral and administrative expenses out of my estate, as soon as
practicable after my death.
3. I direct that all taxes that may be assessed in
consequence of my death of whatever nature and by whatever
jurisdiction imposed shall be paid out of my estate as a part of
the administration of my estate.
4. Should my wife, Pearl E. Weibley, survive me for a
period of thirty days following my death, I devise and bequeath
the remainder of my estate to Pearl E. Weibley.
5. Should my wife, Pearl E. Weibley, predecease me or die
on or before the thirtieth day following my death, I give, devise
and bequeath the remainder of my estate as follows:
I
I
I
)
I
I
I
I
I
I
i
I
,.
!
I
I
I
1
~
A. Five per cent (5%) thereof, or the sum of Five
Thousand Dollars ($5,000.00), whichever is less, to the
Good Shepherd United Methodist Church, R. D. 5, Carlisle,
Pennsylvania, for Its general uses and purposes.
8. Of the remainder after deducting the foregoing
charitable bequest to Good Shepherd United Methodist
Church, I give, devise and bequeath:
(1) One-quarter thereof to my son, Clyde
E. Welbleyj or to his issue in the event that he is
not living at the time of my death.
(2) One-quarter thereof to my daughter,
Helen M. Witmerj or to her issue in the event that
she is not living at the time of my death.
(3) One-quarter thereof to my daughter,
Betty J. Wert, or to her Issue in the event that
she is not living at the time of my death.
(4) One-quarter thereof to my
grandchildren, Donald L. Weibley and and Carol
Weibley, or the survivor thereof.
6. I nominate and appoint my wife, Pearl E. Weibley, as
Executrix of this my Last Will and Testament; and as substitute
Executors I nominate and appoint my children, Clyde E. Weibley,
Helen M, Witmer and Betty J. Wert.
7. I direct that my personal representative(s) shall serve
as such without the necessity of filing bond or security in any
jurisdiction.
8. In addition to the powers above provided for and those
given by law, my personal representative(s), without any order of
court and in their sole discretion, may:
A. Retain any property owned by me at my death and
any form of life insurance, annuity or endowment policiesj
and in so doing they may act without restriction to so-
called legal Investments and without responsibility for
diversification.
2
B. Repair, altp-r, improve or leas!!, for any period
of time, any property, and give options for leases.
C. Sell at public or private sale, for cash or
credit, with or without security, exchange or partition
property and give options for sales or exchanges.
D. Borrow money from any person, and mortgage or
pledge any property.
E. Compromise claims.
F. Pay premiums on any life insurance, annuity or
endowment policies which may have been retained or
purchased herein; and exercise any right, option or
privilege thereunder.
G. Make distribution in cash or in kind or partly
in each.
IN WITNESS WHEREDF, I have hereunto set ~y hand and seal
this
8th
day of
September ,1987.
.f~~(T'{j &, ~~'(~~;j.
Floyd E. Wdibley
WITNESS:
rp~
(~ ' '.{' \ \ M
.__ Q.Y1I Lv {.M -e.n f .l_,____
..--'
3
..
COMMONWEALTH OF PENNSYLVANIA:
: SSe
COUNTY OF CUMBERLAND
I, Floyd E. Weibley, Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualIfied
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Wllli that I signed it
willinglYi and that I signed it as my free and voluntary act for
the purposes therein expressed.
Sworn or affirmed to and acknowledged before me, by Floyd
E. Weibley, Testator, this 8th day of September, 1987.
o:..~' }
J_ L;,
- Testa r
tJ10~~ /
C'~
} {{
('0 -- '. .'
l l \ (I. (/.11;) I .' . ',n
'\ ((l .
MOT AllY I'UllIJC
~ Co. .........., eo....,
., C_"'~'" hi'" -- ... ,..?
4
RECEIVED FROM:
146574 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
ACN
ASSESSMENT r;'I
CONTROL t.ioI
NUMBER
.
AA
---
1I\&.1!lIU(....}
6
AMOUNT
FREY ROBERT M
5 S HANOVER STREET
101
$9,633.00
CARLISLE, PA 17013
ESTATE INFORMATION,
~ FILE NUMBER
g 21-1996-0390
~ NAME OF DECEDENT (LAST)
Ii:oI WEIBLEY FLOYD E
II DATE OF PAYMENT
m POSTMARK T
COUNTY
SSN 198-30-068/,
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
SEAL
BETTY J WERT
CIO ROBERT M FREY ESQ
CHECKlI 23
m TOTAL AMOUNT PAID
$9.633.00
VZ
REMARKS
\ '
,
-,,",
RECEIVED BY' II,.
,
~ I , ' .
SIGNATURE....
....(' )~ ;,;.. j
MARY C. LEWIS
REGISTER OF WILLS
..'{~'J
/ r:.t,...
" I
REGISTER OF WILLS
- .
.,---
'-
..'---".M.~ ~+-~..
0,#: .
.
,
.[.,.ISOO 0. I"HI
...
...
W:!&./)
",,,,..
......'"
:cog
U~CD
""
z
o
;::
""
...
=>
...
'"
o
'"
><
""
...
,,~}~:~(\
-~-
(OMMQt~Wl"'lftl Of p(~m~'f'lVAt~'A
(lfPA"lMIW Of R(\I(NU(
OfPT 18000\
H"'RR!~_IUJlC,~A .'!.l-'_B 0001.
O(C(OlW'~ NAMlUASI. 'IRST. ,,",10 MIOUII IIml"'ll
':.\
/ .....'
/'/
,/
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
rOR DATlS OF DIATH AnlA 12/31/91 CHICK HIAI
IF A SPOUSAL _
POVIRTY CRIDIT 15 CLAIMID [ .1
FILl NUMBIR-------m- --.-------
21-!lli-:l!llJ
COUNTY CODE Y[AR NUMB[R
IVEIULEY, FLOYD E. ,18 Fuirficld St.
SOCIAl sr(UI.I' NUMIU ------ -JDAlf o'-o~(ifH--~ -ID"'O-'-''''''- CUI'lislc, I'A 17lJ13
198-30-0684 Muy 4, 1996 COO", Cumbcrlund
,,' ......"" ""'''"0 ,,"".. "...,'.... '"'' .",-';;;"",,-;;;;0-- roc", ,,-cu.,,; "uM::=__~~lAM6uiil_.:ciovlD I'll "","""Oll',
r:; 1. Original Return [--J 2. Supplemenlal Return I] 3. Remainder ReruIn
(lor dolel of death prior 10 12.13.82)
o 4. limited EUole [J 40. Fulure Inlero,t Compromile 0 5. Federal E'Iate TOil: Return Required
lIar dOll" of dealh afler 12.12.82)
[] 6. Decedent Died TeUale [J 7. Decedenl Mainlained 0 living Trust ~ 8. Tolal Number of Safe Deposil Bolltes
lAnach copy of Wilt) (AlIoch copy of Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
...
ili
o
...
'"
...
o
....
l:Jili
"'0
"'z
8f
NAME
Frc
TEUPHONE NUMIU
243-5838
z
o
;::
:5
e
0:
""
'"
...
'"
1. R.ol EIIOI. ISth,dul, AI
2, S.oth ond Bond. ISth.dul. B)
3. Closely Held Slack/Partnership Inleresl (Schedule C)
A. Mortgages and Noles Receivable (Schedule D)
5. Cosh, Bonk Depasill & Miscellaneous Penonol Properly
(Sth.dul. EI
6. Joinlly Owned Properly (Schedule F)
7, Trond", (Sth.dul. G)ISth.dul. LI
8. TOlol Gran Ane" llolollines 1.71
9. Funeral Expenses, Adminislralive COSh, Miscellaneous
Expenses (Schedule HJ
10. Debts. Mortgage liabililies, Uens (Schedule I}
11. Tolal Deductions (10101 Unes 9 & 10)
12. Nel Value of Eslale (Une 8 minulline III
13. Chariloble and Governmenlal BequeslllSchedule J)
lA. Nel Value Subiecl to Tax (Une 12 minus Une 13)
OIClOllll"'.l to"'rtIl1 A[lDII'.l!!
COM'UTE MAIliNG AOO_H~
5 South Honovcr Strcct
Corlis1c, Po 17013
77,500.00
2,796.74
III
(2) -
131
(41 _. _______________
(5) -______69.,&JJA.. 99__
161 ________-!8_J974.6~
171 _______ _______
Iq)
28,097.38
{ BI
189,076.35
15. Spousal Transfen (far doles of dealh after 6.30.94)
See Inslructions for Ar,plicable Percenlage on Reverse liS}
Side. (Include values rom Schedule K or Schedule M.I
16. Amounl of line 14 toxable 01 6% rale
(Include values from Schedule K or Schedule M.I
17. Amount of Une 14 ta..able at 15% role
(Include values from Schedule K or Schedule M.l
18. Principal to.. due (Add to.. from Unes 15, 16 and 17.1
19. Credits Spousol Poverty Credil Prior Poymenls
+ .9,633.0.0_ +
{l01
(Ill
{I 2)
(l31
{I 4)
28,097.38
160,978.97
5,000.00
155,978.97
K._=
{I 61
155,978.97 . .06 =
9,358.73
{I 71 .
. .15 =
IIBI
Discount
467,93
Inleresl
(lql
120)
10.100.93
742.20
20. If Une 19 is grealer than Une IB, enler the difference on Un. 20. This is Ihe OVERPAYMENT.
IfJI!!
Chock hero if you ore requesting 0 refund of your overpaymonl. . .
21. If line 18 is greoler thon line 19, enler the diHerence on line 21. This is Ihe TAX DUE.
A. Enler the interesl on Ihe balance due on line 21A.
B. Enler Ihe talal of line 21 ond 21A on line 21B. This is the BALANCE DUE.
Malee ChICk Payable to: Regl.,,, of Will., Agent
f"/~ ,'.' I~ .~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -0(-0(
~nder penalties of perjury. I declare that I have uamined this return. including accompanying sch.dules and stolements. ond 10 Ihe besl of my knowledge and b.elia!.
II Is true. corr.d and complele. I declare thaI 011 r.al eSlale has been reported ollrue market '4'alue. Declaration of preparer olher than Ihe personal representative ..
based on 011 information of which preporer has any knowledge.
SIGNAW_E 0' '(RSON RUPONSIIIE '0. filiNG 'ETU_N AOORfSS OAT(
-/l i,', ''.'' . ':. ~,,' 2463 I!itncr f1ighwny, CIlrlis1c,I'A 17()13 Dcc. "I
"GN2JI~'r"Z;~'0')"{";Nr':"~7~'" 8"K;\ddlc~on ~V~~~lJ~~~_~~~~c, I~I;I_~~~-!-~-~_~== D.1';CC. .; ,1996
~~..Jvr - ..71,
Ill)
(2IA)
121BI
1996
7>-,,-, T
5 South f111110VCI' Stl'CCt, ClIl'lislc, I'u, 17() I:!
Act '48 of 1994 provide. for the reduction of the tax rote.lmpo.ed on the net value of transfer. to or for
the u.e of the .pou.e. The rate. a. pre.crlbed by the .tatute wll/ be:
· 3% (.03) wll/ be applicable for e.tat.. of d.cedents dying on or after 711/94 and before 111/96
· 2% (.02) wll/ be applicable for e.tate. of decedents dying on or after 111/96 and before 111/97
· 1% (,01) will be applicable for e.tate. of decedents dying on or after 111/97 and before 111/98
· Spou.al transfen occurring on or after 111/98 wll/ be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
1, Did decedent make a transfer and:
YES NO
a. retain the use or income of the property transferred, .......................................................
b. retain the right to designote who shall use the property transferred or its income, ...............
x
X
X
X
c. retain a reversionary interest; or ...................................................................................
d. receive the promise far life of either payments, benelits or care? .......................................
2. If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer property wilhout receiving adequate consideration? If death occurred after
December 12, 1982, did decedent transfer property within one year of death Wilhout receiving
adequate consideration?....,....." .......,..,....".", ....."..",..." ......,',.....,...."..".,....,..., ....,....,...
X
3. Did decedent own an 'in trust for' bank account at his or her death?.....................................
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
:: )
I. UlTl.fMfNl ClIAHI.f.\
100 TUTAI.UU:'\.lnUI~Ut'I(lJU'll~,iij~ lI&N\lt"''''k' '-ii;-S-()O: 00--;"-4-:-000-'-;
Ihu...",.>( (',lftWtIlu..", II"" 11101 u '..11....' ---
l~:r;-l 0 O:-OO-';-C:corgo-L~--ElioilUl~~-" ""Ao-,-!(iC i~'tl.ii:.l---~~'--
702S I..
7UJl"""IIIUIoIfIJl""'IScnlnnft"
71i.
100 IH:I;IS rA\'AIII,t: I~ nl~~n11O~ \\1111 nUN
101 l~lllll1nah'''''" 1. 000 ~.
10) l'l&n U'''.JUnI 2. 000 ~.
101........"1/,,'0 1$225.00 PO'CJ
Itl4l'1r.hIMtpW110 (S44.00 POC}
.OJlm.Ic1..lnapcoo.tK...rr.
106 J,lurt"If lnautltll.. Arrh'lhon 1"<< IQ
101_ AIIump.... t'"
101 Flood Corti! cation I-~eo " I. tu of I.oan Audit
.~ Conventional Underwriting Fco
110 HaHin Cooto 31.00 POC
III UPS Char e
900 ITtAlJAr.QUlHEIJ D\' Lt:NIJEH Tn DE FAm IN AO\'Al'in:
901,1nl:~&cm 10
903 ),lllI1",.lllNfWlC't l'Jannlm lot monhIlo
9O),lluUlJlnIuranctl'rmuumr,. )'&111"
904 )-canlu
90'_ Tax Serv Co Fee
1000 Rt:SER\'[S nEroslUo \\UIII.ENDEK
1001 1lw.rdINW&lKIt
1002tJCI"lPIfrn.ur~
100l Cnyporerl)'lnQ
1004, COUIlC)'JnlPft1)' lun
100S NnuIIIlMllUnertl
1006 C 00 ax
1007.
1001 Alptpl' Ai.xou.nlln, AdJUJlmmI
1100. TlTI.EClIARCES
1101,$mlcmmll <<dolln,feclo
1I02.AbIlnaotllllllcan.hlo Tr Count Abstract
IIDl Till. EumU\lltonlo
1 10.4 Till. lNinnl:t bltlJtr 10
liDS. Dowmmprepulltonto
1 106. NOUI)'fcalo
1l07.Anonx)'lfcalo Fre "T1.1e
(....hIlSa above item numbm,
1101 TaSelruurtI'ICIlo Law Off co of Ron Turo a ant for CTIC
1~lo"""~""""""""",llOl-1l07 End. 8.1 100 300' 500
1I00,1""UOWfl,1 7 7 500.00
1110 Qwncr'uoml,1 73600.00
1111
1112
IIIl
1200 (iO\'t:K~Mt:NT Kt:nJHlJJs(; ANI) TRANS"':K (.'IIA.U;t:."i
1201_R<<ordln.fm Iler.lS ),lutlPIf S
1202. CIl)lml)' II"llTlJ'I UmU ),l0f1,1,' S
120lSIII.I1111IIT1JlI 1>ct>!S "'uft,I,1 S
n04 ea rans or Tax
nos. Ass.! nmen
1100 APOITIONAI. SEnUMY.NT CIlAK(.Y.s
1l01.Surveyto
1301 PnI inaredion 10
130] 0 er
1)04 OU
130'.
1106
1307.
IJO'
1400 TOTAI,Sl:TTU:MENT CIIAK(;t:!j(m1a (11 linn 10J, Se..tl{>nJand '02,St\.ti.>n tl
CERTIFICATION
J haw c&lrruItYlt\lr\ttrJ Ihc 11110.1 Srnlcmrnl Slllnncnl anJ 10 11M belt of my ""'I"IN,.1lltI hrh.f. II i, 'WI Ind Io:l'UII1' I1lrrmmt or III rtt:Ciptl and JIJbunnnmll
rm my 1lX.'OU11l or by me inlhi'IrWl~tkln I fwth<<ccrtlfy~ I flnt UUlY'Cd. ulIyoflht IIUI).I SttIlcmml Sllolanat
Id ;' l:1;-+. C) L.I J,. " -f '.0,. 7-:"i'7;{:" :-;..::!..A!
Eotate of !"'l<1yd Weibley Robe~t D. lIein1<:n , ./
rill' , ~l '''- --1 r' c) /
/loll ,u/ '/J,} /<f,j}'''/''-~j SllIa .7)( (C(~/^- It -( Ibt~Cf
To Iht hac ("If rny u.m..leJ,.1hc 11t/1).1 Senlmlml SllIrmnt "h~h I hn'f"rputd il. w!<:f.:~X, .2.:.~ ~~ ~ ~~kh \lIt"t fh'Cj\-ed and hut t.tm (If ",II
../"""""~ ...............,"'.".. ...,.... or....~.'"ft
- lL,_JY\~i1---(" _____ ,.........."'" _!01?Il~6 "..,
R~t P. Kline, Eoqu re
w ARNI~O. II it I mme 10 ~.n&JY mah firM Illlrmmu 10 lhe UnlIt>! SWn.>n Ihllllf .ny nC/1n ',"lIlu ,,,"" l'mIIlh" Ill">n ","H.,,,,,, ~an 1f..luJt a line .nJ
impnsioM1cnl ~.Of details sec, Tille 18 US COlIc Sttllon 1001 and Scxlwn IOIlI
_"_ _ _ ~'A~L~Un,l!1r:(!J_____
1',,11) 1 ,U,'" l'AIUIIlI)t.t
UllflIUIWIM'!ii filU I k'!i
IIINI)S^I ItINnSA)
StrrllMINT sl:nlu.U~1
----- -3-;-rOO~Oo
736-.0
1,472 .0
~O.D
225.00
10.5
"
'''''
.......".
.......<1.
monlhIfdS
.......@.
.......@.
""'"""~.
.......@.
..."""""
..."""""
..........
..."""""
..........
..........
.....-
95.00
POC
~ .",-
NellIM
enn es
a rna,
e on
o
ax
ar
o
un
o e
ec or
c a
c 00
u
or
4-;49"R9
4,831.25
UunlNCI'
R(Y.UOl EX. 1'.861
~
COMMONWEAllH Of PENNSYlVANIA
INHfRllANCE TAX RElUIlN
RESIDENl DECEDENl
SCHEDULE B
STOCKS AND BONDS
ESTATE OF
FLOYD E. WElBLEY
FILE NUMBER
21-96-390
(All proporty ,olnlly-ownod with RighI 0' SurvIvorship mUll bo dllclolld on Schodulo F.l
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1. 8 shs. AirTouch Communications @ 30.2218 242.42
2. 21 shs. American Tel. & Tel. @ 60.0468 1,260.98
3. 4 shs. Bell Atlantic Corp. @ 63.7906 255.16
4. 4 shs. Pacific Telesis @ 33.7843 135.14
5. 15 shs. BellSouth Corp. @ 39.2468 588.70
6. York Farm Credit ACA stock 289.34
7. 1 sh. Agway com. stock 25.00
TOTAL (Also enter on line 2, Recapitulation)
{II more space is n~eded, ins~rt additional shee's or same size.'
5
2 796.74
FARMERS ~
TRUST -
Jun'; IS, 1'19(,
Frey'" Ti I"Y
5 Soulh lIan,-,,"'r Sll"."f"
Curl isle, PA 1701~
P.r:' E,'\"\'.' ,,( r-1"~'oI r- w'.'i"l';y S5;'; 19S--,r)..()(.~~
Dul... "f D...' a \ h , ~\a~' 0
I '1 'l(.
Drear Mr, Fl'o:.y'
III ans\V';!' l" yn'll' 1"."1'1""\ ",,"'.'f!,jllt~ ""."",,1' "",!!.,oI, '.-i\ht,1'
sl'parato:.lY nl' ;0in\ ly, '.'y thn :\h,,\,'.' ref"I',.!!r<,d 01"(""1"111 alld \h':
balan.;" in ('af,h a('(:"ullt 3S 0[ tll" dalf' of 03.,,,1", "." ha''': f,,,,,d,"'''
0ur 1'('('''1''.10 and al"J s'Jbmi'lin~. I"" f('!i"u'ill:', in["rmal!"" ill
<11.11'1 i (,01'-'.' , \1'" "'11',::."'1 1",,1 ~'n" [il.." "'11'.' nf 1.1",'" I"....."." a\la.,h.,d
to \h.' [";!!Il.ylvan!a 1!1,"'n!,.ry ["I'm' ([i.eel I.. ,,,,be'an',iul" Ihe
balun':.: Y01j f"P'.lf ~,
\lol'.' Iha\ .", h"v" ,,'''''''11 1.1", ,-"1'1"." t .....::i';tI'01t i.." f"l' ";1"" ilf"'.."IIII,
o\l~n, inl"I','st a('('I''1'''; In th" dal., ,,[ "",I\h, if illlY, i< li<t.:,; as
a ~erarnt0 figllrr.-.
eh"d,in:; """o'ln\ 11003972 was orit:inally 01"'11,..1 '1:;:'{,7 "I' l".f"ro.',
Th" ilr<""II1! "il" 1 i 1.1..01 ill Fl',yd E \l',.'ibl.'~" e I,,'m'~ ,,1"n(', Th'"
balan,:e a" ,,[ :;'0:'1(, '"as "''''l'oll'a'''II in Ih', am'"'''' ,,[ .-;:'1'1.I)() TI'"
ilf,.;oun\ did hil\"c S,02 a""r'l(>d int"I',,~t as o[ 0..4/'1{, Tll" a"'-'.>l1n'-
was r:-arning 2,()()~ i"t.__.rl'~' "1\ \1\'":. timl~ nf d..~\'I'
w..' did hav,' a .a[" df'p"sil \0",: at "'II' Main 0ffi"" 1I1()40 litlo:.rl in
r I "yd E W(' i b I f~:" ": n:\m'-' ~ll ()(1." .
Sill"e/e'!Lv,.
. / ..-' J
/ t- L /)/-t':pt-^
~r.." To, ,,'."0''''
Sup" !",.; '.' ,. '''11 -; I (Ifllpl
.. '
...,.r"" I' ,.
t l1\e "hI IIi~h SIn".t!'.l 1, \I", 2211 c,HIi,,,", 1\'I1I1,I'I\'.m;,' 1711L1 (717) 2,1.1-:1212
"YI~("lI1"J
,,~"~:9C'
~~
(OMMOt'W(AIIH Of 'lNt'!Iny.uoIA
INHUIIAN(( 1.0 Il(fUIlN
IlHID(NIDI((O(NI
ESTATE OF
SCHEDULE F
JOINTLY-OWNED PROPERTY
Jolnl '.nonl(.):
<- ----------------
FLOYIJ E, WEIBLE\'
NAME
A, CDrol Hichardson
B. Donald L. Weibley
C. Helen M. Witmer
D. Linda Munro
E. Lois FDnus
F. Paul Weibley
G. Wayne Weibley
H. Betty J. Wert
Jolnlly.own.d prop.rlv:
ITEM LEnER
FOR
NUMBE JOINT
TENANT
1. A
2. B
3. C
4. D
5. E
6. I'
7. G
8. H
-_..__ ._ 1____
I FILE NUMDER
21-96-390
. "---. ..-..__...h......
ADDRESS
------.-.------------ .-----.,,-------.
23 Leeds Hd., Newville, I'u.
H.IJ.2, Shermunsdule, I'u. 17090
2463 Hilner !lighwuy, Curlisle, I'u,
1308 Miners Wuy, Hoseville, CA
115 Sunset IJr., Mt. !lolly Spgs., P
1552 !lolly Pike, Curlisle, PA
1550A !lolly I'ike, Curlisle, I'A
8 Middleton Ave., Carlisle, PA
RELATIONSHIP TO DECEDENT
----..---------
Grundduughter
Grandson
Duughter
Granddaughter
Granddaughter
Grandson
Grandson
DDughter
.--------.---. ---.----
DATE
MADE
JOINT
DESCRIPTION OF PROPERTY
---------------- ---._-----
12/8/941
I
12/8/941
,
Farmers Trust Co. C/D # 1 07951
Accrued interest to May 4, 1996
Farmers Trust Co. C/D # 107952
, Accrued interest to May 4, 1996
12/8/941 Farmers Trust Co. C/D # 107953
Accrued interest to May 4, 1996
3/10/921 CCNB Bank C/D #150420
Accrued interest to May 4, 1996
3/10/92' CCNB Bank C/D #150421
Accrued interest to May 4, 1996
3/10/92 CCNB Bonk C/O # 150422
Accrued interest to May 4, 1996
CCNB Bank C/D # 150423
Accrued interest to May 4, 1996
Putnam Acct. #AOY-I-198-30-
0684-BBB-X
3/10/92
I 6/29/93
TOTAL VALUE DECD'S DOLLAR VALUE OF
OF ASSET % INT. DECEDENT'S INTEREST
10,000.0
46.1
46.1
20,000.0
92.3
5,000.0
17.08
5,OOO.0~
83.3~
5,000.00
83.37
5,OOO.0~
83.31
I
17,497,42
,
,
50%
50%
50%
50%
50%
50%
50%
50%
50%
50%
50%
i
TOTAL (Alio en IN on lint' 6, Rt'Copilulolion) , S
(/1 more 'pace 'i nt'l'dlld ,nS(lft uddftfono/ slUll-'h 01 som(-' 'f:l')
5,000.00
23.08
5,000.00
23.08
10,000.00
46.17
2,500.00
8.54
2,500.00
41.68
2,500.00
41. 68
2,500.00
41. 68
8,748.71
38,974.62
Memorandum
To:
.1r"rtr~~ I
Richard L. ~, Branch ~anaoer
.
I
j
Lisa M. Mahoney, pecndent Reporting
Prom:
l}ale~
Tel
, I~W' \011",.
PNClRANK
November 21, 1996
1-600-762-1775 ('3)
i
S.bjecl: Date ot Death BranCEl~ fo~:
RE: Floyd E. Weibl'y,:Deceased
SSN: 196~30-068411'
000: 05/04/96
".~.. I ;11".
D,ar Mr. Stentzel: j
Please find the intormhtion you have ~equest~cl listed below.
I
CERTIFICATBS OF DBPOSIl
'21001055662 Floyd. Hnibley O~ Linda Munro Established 09/10/93
000 Balance: $5,000.0 ~ $17.0B dccrued intp.~est YTD: $63.37
421001055683 FIOYd~. Wei~lElY or :ois fan~s Established 09/10/93
000 Balance: ss,ooo.op ~ $83.37 accrued !ntp.rcst
t2l001055684 Floyd EL Weibl~y or ?a~l W~lbler Establlshed 09/10/93
000 Balance: $S.ooo.ob + $83.37 accr~ed interest
j
421001055665 Floyd E. Welbley or Wayne Welbley Established 09/10/93
000 Balance: $S,QOo.ob ~ S83.37 ~_~rJ~d inlere~t
I
~~
. t1~ M. Mahoney I
Decedent Reporting i
1-600-762-1775 (*3) I
,
I
I
I
I
I
'f~1S" II_ 1'"1
,,~!b,y~
.. -r.<:.....
COMMOUW[AIHt Of P(NNS~.~AUlA
INH(JIITANCE TAl RETURN
RESIOENT O[([OfNT
u_ __. ._ _
I SCHEDULE H
I FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
. _ MISCELLANEOUS EXPENSES
I PI. a.. Print or Tl'I'.
FILE NUMDER
..
ESTATE OF
ITEM
NUMBER
A.
1.
FLOYD E WEIBLEY ,21-96-390
___________________.._____._.L_.n._..._ --r
DESCRIPTION i
---..----.------ ----1
I
I-
i Fun.ral Expen.."
AMOUNT
6,477.00
50.00
lIoffman-Roth Funeralllome, funeral services
Missionary Society of Good Shepherd, funeral luncheon
1.
B. Admlni.trative Co.Is,
7,004.00
2,
3,
4,
Personal R.pr..entative Commi..ion. IIMW - 168-26-53D4
Social Security Number of Personal Repre.enlalive: -I3JW~17.2-24-7588
Year Commissions paid __________
,Allorney Fee.
I
7,004.00
I Family Exemplion
I Claimont
0.00
Relotionship
Addre.. of Cloimont at decedent'. dealh
Street Addre..
City
_Stote __ Zip CodD-
,
I
I Probate Fee.
258.00
1.
C. MI.c.llaneou. Exp.n.e"
15.00
2,
3,
4,
5,
6,
7,
8,
Farmers Trust Company, replacement of lost safe deposit box key
Farmers Trust Company, overdraft on checking account
13.13
Agway, account
297.35
PP&L, electricity
32.92
United of PA, final telephone bill
7.46
Leader Nursing lIorne, uccount
283.50
Americun lIomeputient, nccount
12.34
PP&L, electricity
23.56
TOTAL (AI.o ontor on line 9. Recopitulation)
I-
S
(If mar. .paco i. n..d.d, In.ert additional.he." of .ame .ize.)
SCIIEDUl,E II
FUNERAl, EXPENSES
ADMlNISTRA'I'IVE COSTS AND
MISCm,I,ANEOUS EXPENSES
PAGE 2
ESTATE OF
FILE NUMBER
ITEM DESCRIPTION
NUMBER
9. Vital Records, 4 death certificates
10. SMTMA, water and sewer services
11. PP&L, electricity
12. Leader Carlisle 372
13. The Sentinel, advertising Letters
14. Cumberland Law Journal, advertising Letters
15. Betty Wert, reimbursement for car battery
16. Auctioneer, advertising and clerks for public sale
17. Betty J. Wert, labor for public sale
18. Helen M. Witmer, labor for public sale
19. Register of WiUs, 1 short certificate
20. PP&L, electricity
21. Register of WiUs, 3 short certificates
22. PP&L, electricity
23. SMTMA, water and sewer
24. PP&L, electricity
25. Ebener & Associates, realtor's commissions
26. Recorder of Deeds, realty transfer taxes
27. Penn Pest of Carlisle, services
28. Ibbert C. Cairns, Tax Collector, 1996-97 school taxes - 887.76 less
pro-ration of 645.50
29. South Middleton Township Municipal Authority, water and sewer
30. PP&L, final electric bill
Notary Public fee
Reserve to file Account
TOTAL
AMOUNT
12.00
109.00
21.78
99.00
82.05
60.00
26.50
1,150.00
280.00
280.00
3.00
26.27
24.00
12.35
103.00
17.20
3,100.00
775.00
30.00
242.26
38.49
11.22
6.00
110.00
28,097.38
Ih 11'11'. U"j
I
SCHEDULE J
BENEFICIARIES
I
I
~':'~}'C'
..~'iiP~
(Ol,llloOO,......I..tIH 0' 'l'j"~ln"""'
INHUnANCf 'A" "'U'N
'"IDINI DrClD'NI
ESTATE OF
FLOYD E. WEIr.LEY
FILE NUMBER
-. .-.-..- ~'--
ITEM
NUMBER
21-96-390
-_._~-----_.- . . ."-.--.-.--
'.- - .,---~-_. -_.._-_._---.......~----
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
i AMOUNT OR
I SHARE OF ESTATE
I
I
I
/1/16 of residuc
11/16 of rcsidue
! 1/16 of residue
! 1/16 of residuc
A. Ta_able Bequos":
I.
Issue of Clyde E. Wcibley who dicd Oct. 28, 1991:
Paul Wcibley, 1552 Holly Pikc, Carlislc, Pa.
Wayne Wcibley, 1550A Holly Pike, Carlislc, Pa.
Lois A. Fanus, 115 Sunsct Dr., Mt. Holly Spgs., Pa.
Linda R. Munro, 1308 Mincrs Way, Rosevillc, Ca.
Grandson
Grandson
Granddaughter
Granddaughtcr
Daughter
Daughtcr
. 1/4 of residuc
. 1/4 of rcsidue
2.
Hclen M. Witmcr, 2463 Ritncr Highway, Carlislc, P
Betty J. Wert, 8 Middlcton Avc., Carlislc, Pa.
Donald L. Wcibley, R. D. 2, Shermansdalc, Pa.
Carol Richardson, 23 Lccds Rd., Newvillc, Pa.
1/8 of residue
1/8 of rcsidue
3.
4.
Grandson
Granddaughter
I
I
i
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental SequoI":
-....-..-.--
I.
Good Shepherd Unitcd Methodist Church
2129 Ritner Highway
Carlisle, PA 17013
5,000.00
--------..--....
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Ailo 0"0' 0' Imo 13. Rocop"ula"o,)
. -_.__..~----------
s
----...------._ .u._____....____. .__,
(II more space is "..ded, inse,t addilionol sheels or somlt size'
5,000.00
---~. -- ~-_._-
1 ~ l-
....~ I ~ '
1) i \J ~,
3 \,-'>'1, ~
~~ '! ~I
,~
JJI1
"1'-' .
~~ . JI
~ . J
) J';t
\J ~ ,!f~
tlq: l\:S i
~ A ~.. n__ -I --- -..-+--
\r-~- /I!
~ ~ I I .
II.-, M I
I
--i
I
I
i
i
..
..
Of
:>
~
'"
:r
~
i
z
0
6
z
=>
~
z
0
v
~
0
~ ~
.. 0
=>
~ ~
.. ~
0 ..
~ ~
: I I
0 ~I ~~" i
Ir-: 01 ~I JLjJ ff J'f Ii I
"I ..g/
\;) ~::e ~r ~~I ~ ~ ~ i ~" zl ,~!
0"1 ~, "I.J J ,J;) \J~I
, coZj
\J I ~~I tJi ~ }p ~ ~ ~I J ~ ~I )i
, I vO,
o~
I ~'" , 1""1 \J ~~ 'u..J \oj II' t \..0 i
..~
I ~
..
i3 ~II)~ ll( ~l;"~'"
" ~
I '" '"
~ J"'~ }.~ l'~ ~ ~") f6
..
:e '\,)~l'~~'.:lr
, => II It; It, Il q it \\..s ~~
, z
, >-
, ~ --'. f--
.. - _. 1---
" => '-- ----
~ '1 1,,\
.. v ~ >.
~ .)- l-
:e .. It'- ~ \I'
=> ~ ~ ~ 'I" \I" .,. \ ''''
.. ..~=> I
U "0" ~ I ~ 0.\, ).
o ~ ~ ~ I
0 I '" .....
.. ... f" r' ~ \ ,
I"l .... - .... rl I'v)
I-
"
~ :)
.. }
:e
=> l"
z " II.-, ~ 11
0 ). ,J
z \1 " "
0 ~ ~ " "
'" Ir' ,I ;.
.. , ~ ~1 .l
3 ~ l' ~ ~ ~
;;: J- :l l" r " ~ )-
;:: e- .) :J :;)
'" 'I;) ~ l.,
~ <) ...... "-
v .... ~
" ......
......
I
~
~ ~
~ ~ \, ~ ~
:e ) ~ I\)
.. ~ ~
z
>- \? \~ ~~ u
z
~ {
:e q: l '4 ~
0 ~ ~
v ~
\~ ~ 'l.
"" ~ V
'1 t \J V
L \~ \ ~ ~ \.I
\~
t-
-'-- --- ...- '---
..
~
..
~
~ ~ <\ J oQ
.. ~ <l Il
:l -J Q.
v \J \J U \0
V
--- - --
z -- --- .. -
..0 , ". ..,. (' , .
~- ..,
"," " ~ ..:l 1 '. - -.
.... ) )
:r~ ,; " , ')
" <:l I)
":e .. .., " .;) ,
00 ., -. <:> t> 0 <) -.
Z~ ~ " ) " '" ':> 'C) 'l <>
0 " ~\ ')' 0" :J\ V\ ~ :>
f) \I '1 '" ~
- ......
"
,'1
z
~
~
;;:
CIl
Q)-
ZllI:
00
1111-
-Z
CIl...
~>
Uz
2-
CIl
1"\
..l
).
')
'...,
,
"
Z
:!w -
~:J ~
..z 0
~~ ~
~~ ~~~5
~OO(Q~
.... ....N
Q;I:/ ;!:Zt:t5
~~ '"
~~d~
~" ..
zf1. ii
o~ '"
::eO "
:E 1:
o
V
~
l
u
u
g
u
..
;
~
=
.
I
I
i
.
,
,
-l
!
I
,
I
-~ ----- --1__
--I - --/-
I '
I I
.
I
I
I
/ s- - /(, .: . S
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
~
fOR DAns Of DEATH AnER 12/31191 CHECK HEAE
If A SPOUSAL .
POVERTY CAEDIT IS CLAIMED [.1
filE NUMBER
lit'.' ISOO fl + l' 'HI
1lI...~!. ~
"1,~1;.~(\
....).<f......
COMMO~4WIAI1t, OJ Pftm!)~l'iAtIIA
OIPAlllMINf Of RIV(tWI
OIPT 180Wl
.i"'IIIt~IURG PA 11126 OWl
.,------- --
O(CWfNI ~ "AMIIIA~' tlll!ll MIO AAIOIlIII'4 1,1,[1
WEIBI,EY, FLOYU E.
2 I -91i-:190
VlAR
NUMBER
(CU'BY (ODE
jJI(lO!III
{')~J>(lll "'Olllll"~
48 Fuirfield St.
Curlislc PA 17013
C"""" CUlI1bel'lund
.!'"o"," ,,(I~'''" II"'''''.''UO''O'',,-_.-
...
z
W
o
W
u
W
o
'~'~~~~~~i~~~~i---. .... j{)"~I~:;'~':' 1996 j';~;'/~;;;;~
,t ...,,'''1), ,C;~'""'~~'~':~""~~"~"." "". , ". I loe,;, "(1)"" ,,,,",, ,
[J 1. Original Return IX 2 Supplomenlal Roturn
o 4. limited E!tale rn) Ao Futuro Inleunl Compromise
{for dolt" of death oher 12.12.821
o 6. Decodent Died T 0'1010 '] 7 Oecedent MainTained 0 Living T rus'
(Anoch copy of Willi (AlIach copy of Trus'l
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTE
NAME (O/,l'l( If MAILING "'00111 SS
Frcy and Tilcy
r] 3.
[J 5.
Remainder Relurn
(lor doles 01 death prior to 12.13.B2)
Federal Estale Tall Return Required
W
...
lIl:~'"
u"''''
w~u
::z:09
ug:ca
~
..
_ 8 T 0101 Number 01 Safe Deposit Bous
:0
,...
"'z
Ww
"'0
"'z
::l~
5 South lIanover Street
Carlisle, P A 17013
TEll PHONE NUMIU
f :_~
243-5838
j"-...)
c.......
1. Real ElIote (Schedule AI
2. SlaCks and Bonds (Schedule 8)
3. Clolely Held Stock/Partnership Inlerell (Schedule q
4. Morl9ages and Noles Receivable (Schedule 01
5. Cash, 80nk Deposits & Miscellaneous Personal Property
(Schedule EI
6. Joinlly Owned Property (Schedule FI
7. Tro,,'m(Schedule GllSchedule L)
8. T alai Gran Auo" (10101 lines 1.7)
9. Funeral Expenses, Administrative COlts, Miscellaneous
fllponsel (Schedule H)
10. Debll, Mortgage liobilitiel, lienl (Schedule I)
11. T 0101 Deductions (10101 lines 9 & 10)
12. Nel Volue of Eslate (line B minus line III
13. Cf1ariloble and Governmenlal Bequests (Schedule JI
14. Net Value Subiecl to TOll (Line 12 minus line 13)
15. Spousol Transfers (far dotes of deolh after 6.30.941
See Instruclions for Applicable Percentage on Reverse
Side. (Include valuoslrom Schedule K or Schedule M.)
16. Amount of line 14 tall able at 6% rOle
(Include values from Schedule K or Schedule M.I
17. Amount of line 14 tallable at 15% role
(Include values from Schedule K or Schedule M.)
18. Principal tall due (Add tall from linel IS, 16 and 17.)
19. Credits Spoulol Poverty Credil Prior Payments
+
III
121 .-_...._
131 ......__.
14 }
15 }un u__.
(2.29>..
,
z
o
;::
:5
"
...
a:
..
u
W
'"
16)
17l
(2.29)
Ie}
I q}
(10)
III)
(l2)
(13)
(14)
(2.29)
(2.29)
1151 __.._~_..__..__._"._=
1161
(171
" .06 =
......._____" .IS =
z
o
;::
::!
"
~
:E
o
u
><
..
...
(lBI
Discount
Inlerell
Ilql
120)
+
20. If line 19 il 9reoter than line 18, enler Ihe difference on line 20. This is the OVERPAYMENT.
aD
Cf10dc hero if you oro requesting 0 refund of your overpaymont.
21. If line 18 il greoler than line 19, enler Ihe difference on line 21. Thil is the TAX DUE,
A. Enler Ihe interest on the balance due on line 21 A.
B. Enter Ihe lotal of line 21 and 21A on line 218. This is the BALANCE DUE.
Ma~1 CflIck Payabll to: Rlghler of Will., Aglnt
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ..c:..c:
Under plnalties 01 perjury, I declare thaI I hove uomined thil return, including accompanying schedules and Italemenll. and to the best of my ~nowledge and belief,
il il true, carrecl and complete. I declare thaI all real ellole hOI been reported 01 true market valoe. Declaralion of prepare' other Ihon Ihe personal represenlative is
based on all information of which pre parer has any ~nowledge.
SIGNAfU'~ O' PU~ON IUPONSIII( 'OUIIING ROURN AOORU!! OAt(
/11 J 7 .". '-;?--
\,;( 6-.( J J, pJ.-<-r n~t:'t.
SIGN...tU~ o. ~'ll OlHt,' THAN IlffRU!NI~
/.1 . { .', ' . ,
/'.....A ( "" L ..' " (
I
'T-
121)
(2IA)
(21BI
2463 Ritnll.r..!!!ghwa~ Cllrlis1c, PA 17013
AOOIlES!!
Feb. _~.. , 1997
OAH
Feb. : l
, 1997
8 Middleton Ave., Carlisle, I'A 171113
Feb..;,! ,1997
5 S. 1I1111over St., CUI'lislc, I'A 17013
/.5----/{I! -./
BUREAU OF INDIVIDUAL TAXES
INIlEAIUN([ lAM DIVISION
crPT. 180ttOl
HARRISBURC, PA 111:a.OftOl
CDHHDNWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
FREY & TILEY
5 S HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
PA 17013
c-
03-10-97
WEIBLEY
05-04-96
21 96-0390
CUMBERLAND
101
Anount R..,ttt.d
,*'
1I,.lhl Ill!' cll.tu
FLOYD
E
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:is4TEX-"F-P--ii'F9ijr-iicificE""liriNHERiii,ticn'-AX-iiPPR'A-iSEHENr-,--,\L.LOwi,tiCE-ijli-n-m-nm-m
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF WEIBLEY FLOYD E FILE NO. 21 96-0390 ACN 101 DATE 03-10-97
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ahh returns assessed to date.
ASSESSHENT OF TAX:
15. Anount of Line 14 .t Spausal ~.t. (15)
16. Anount of Lln. 14 t.~8bl. at Line.l/Class A rat. (16)
17. AnDunt of Lin. 14 taxable at Collateral/Class Brat. (17)
18. Principal Tax DUB
TAX CREDITS:
PAYHENT
DATE
07-31-96
TAX RETURN WAS: <<X I ACCEPTED AS FILED
RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roa1 Estoto ISchoduIo Al III
2. Stocks and Bonds (Schadula BJ (2)
3. Closely Hald stock/Partnership Intarast (Schadula C) (3)
4. Hartg.gas/Not.. Racelvabl. (Schedula OJ (4)
S. Cash/Bank Daposits/Hisc. Parsonal PrDpe~ty CSchedule E) CS)
6. Jointly Owned P~ope~ty CSchedule F) (6)
7. T~ansfe~s (Schedule G) (7)
8. Total ASlets
APPROVED DEDUCTIONS AND EXEHPTIDNS:
9. Fune~al Expenses/Adn. Costl/Misc. Expense. CSchedule H) (9)
10. Dobh/Hodgogo L1oblI1t1os/Llons ISchoduIo II UOl
11. Tot.l Deductions
12. Hat Value of Tax Retu~n
13. Ch.~ltable/GoYe~nment.l Bequests (Schedule J)
14. Net Value of Estat. Subject to Tax
NOTE:
RECEIPT
NUHBER
AA146574
DISCOUNT 1+1
INTEREST I-I
467.94
I I CNANGED
77.500,00
2.796.74
.00
,00
69.804.99
38.974.62
,00
IBl
2B, 097. 3B
.00
U1 I
U21
U31
U41
.00 X .00=
155,97B.97 X .06=
.00 X .15=
UBI
AHOUNT PAID
9,633.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To Insu~e p~op.r
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~n with you~
tax plynent.
189,076.35
?R,n97 3R
160,978.97
5,000.00
155,97B.97
.00
9,35B.73
.00
9,35B.74
10,100,94
742.20CR
.00
742.20CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN 'I, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
l[)
,.
c
r._.
.,
...........
~
,-.
.~.
) ,
.', :J
UU
RESERVATION: [I'atl' of dlcld.nt. dying on or bafar. Dlc..b't 12, .982 .. If any future Intat..t In thl ..tata I. tran,farrad
In POI....lon or ."Jay.,nt to CIIII B (co11,t.ral1 blnaflcl,rl.. 0' thl dlcldlnt .,t.r thl IMplratlon of any ..tat. for
II'. or for y..t., thl Co"on~..lth hat,by ..pr...ly r...tv.. thl right to appralsl and ...... tran.,.r InherItance TI.I.
at thl lawful el... I (coll.t'ral) rat. on any such future Interl.t.
PURPOSE OF
NOnCE:
PAY"ENT:
REFUND (CA J I
OBJECTIONS:
AD"IH
ISTAATIV[
CORRECTIONS:
DISCOUNT I
PENAL TV:
INTEREST I
To fulfill thl requlr...ntl of Slctlon 2140 of thl InherltanCI and E.tata 'a. Act, Act ZZ of 1991. 72 P.S.
SICtion lUG.
aetach thl top portion of this Hotlcl and subalt with your pava.nt to the R.gl.t.r of Will. prlnt.d on the rlv.r.1 _Id..
"Hake ch.ck or aon.y order payabl. to: REGISTER Of HILLS, AGENT
All pav..nt. rlc.lv.d Ihall flr.t b. appll.d to any Int.r..t whiCh .ay b. dul with any r..alnd.r appll.d to thl t.x.
A r.fund of a tax cr.dlt, which wa. not r.qullt.d on the Taw R.turn, aav b. rlqu..t.d by coaplltlng an -Application
for R.fund of P.nn,ylvanla Inh.rltanCI and E.t.tl Ta.- CREV-I1Il). Application. ara avallabl. at thlOfflc.
of thl R.gl.ter of Will., any of thl 25 R.vlnUI Dlltrlct OffiCII, or by calling thl ,plclal Z~-hour
~Iw.rlng ..rvlc. nu.blr. for for.1 ord.rlngl In P.nnlylvanla 1-800-56Z-2050, out.ldl P.nnlylvanla and
within loul Harrisburg aria (7171 787-1109", TOOl (7171 17Z.Z252 (ll.arlng I.palr.d Only).
Any p.rty In Int.r..t not .atl.fl.d with the apprals...nt, allowanc. Dr dl.ellowanc. of d.ductlon" or a"""lnt
of tl. . Including discount or Int.r'ltl a. shown on thl. Notlcl lust obJlct within .Ixty (60) days of r.cllpt of
this HoUu byI
--wrlttln prot.st to the PA D.part.ent of Rlvenul, Board of App.al., D.pt. ZIIl021, Harrl.burg, PA 171211-IOZI, OR
--II.ctlon to have thl .att.r d.t.r.lned at audit of thl account of thl plrlonal rlpr..entatlv., OR
-..pp.al to the Orphan.' Court.
Factu.l Irror. dl~cov.r.d on thl. ........nt .hould bl .ddrl..ed In writing tal PA Dlpartllnt of Rlv.nul,
Bur..u of Indlvldu.1 Ta..s, ATTHI Post A"I.s.ent R.vl.w Unit, nept. 210601, Harrl.burg, PA 171Z8-0601
Phonl (717) 717-6505. SII pagl 5 of the booklet -In.tructlon. for Inheritance Ta. R.turn for a RI.ld.nt
Dlcldlnt- (REV-1501) for an I.planatlon 01 adllnlstratlvlly corr.ctabl. Irror..
If any ta. dul I. paid within thre. (1) cal.ndar lonth. alter thl dlcldent', dlath, a flvl plrclnt (5~) dllcount 0'
thl tax paid I. allowld.
Th. 15X tax aanl.ty non-participation p.nalty I. co.put.d on the total 01 the tax and Intlrl.t .s'l.s.d, and not
paid b.forl January 18, 1996, the Ilrst day aftlr the .nd of the tax aan..ty plrlod. Thl. non-participation
p.nalty I. app.alabll In thl .... .ann.r and In thl the la.. tl.. plrlod a, you would app.al thl tax and Int.r..t
that hi' b.ln a...s..d a. Indlc.t.d on thl. not lei.
Int.rl.t I. charg.d blglnnlng with Ilrst day of d.llnqu.ncy, or nln. (9) lonth. and on. (II day Irol thl data 0'
dlath, to thl dati of pav.ent. Ta... which beca.. dlllnquent beforl January I. 1912 bl.r Int.rl.t at thl rat. of
.Ix (6XJ p.rClnt p.r annul calculatad at . dally rat. of .00016". All ta... which b.ca.. dlllnqu.nt on and aftlr
January 1, 19112 will blar Int.r..t at II ratl which will vary fro. calendar vear to cal.ndar y.ar with that rat.
announc.d by the PA D.part..nt 01 Rlv.nu.. Thl appllcabl. Int.r..t rat.. lar 19112 through 1997 arll
'!!!! Inter..t Aat. 0,,11., Int.rllt rftctor ~ Inter.st Aftte Dally Int.r.st ractor
19112 Zo;( .0005"1 19111 .~ .000247
19113 16:< .000458 1988'1991 ll~ .OOUOI
1911" 11% .000101 1"2 .~ .000Z47
19115 13% .0001!.6 1993-199" 7~ .000192
19116 I" .000Z7~ 199!.'191J1 .~ .000Z"7
ulnt.r.lt It calculat.d .. lollow'l
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlcl ISlu.d alt.r the tax blco... d.llnqu.nt will r.II.ct an Int.r.st calculation to flfte.n (I!.) day.
b.yond the data 01 the all.....nt. If pa.,..nt I. lad. after the Int.r.st coaputatlon date .hown on the
Notlc., .ddltlonal Int.r.st IUlt b. calcula'.d.
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTIDN FDR YDUR RECDRDS ~
REV: i54TEif-jiFpnfiii-:97Y-iio"-IcEno"-YNHERlfiificE-TAx"jippi!iiIsEj.fEiiT~njiL.i."owAiicE-ijR-nm--n""____-
DISALLOWANCE OF DEDUCTIDNS AND ASSESSHENT DF TAX
flOYD E FILE NO. 21 96-0390 ACN 101
1- / .'J l
). /( ., . ,J~
C~MhDri.~AlTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
'--
BUREAU OF INDIVIDUAL TAXES
INIILAIUHC[ 'AX DIVISIUN
DIPI. "BObOI
tlARAlsaUIIC, II, 1/1:8-0b01
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLDWANCE
DF DEDUCTIONS AND ASSESSHENT OF TAX
"
FREY 8 TILEY
5 S HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
04"07-97
WEIBlEV
05-04-96
21 96-0390
CUMBERLAND
101
Arlount Reni tt.d
PA 17013
, ',~'
....' ,-.J
ESTATE OF
WEIBlEY
<-~
~i~l~'~,
,r;r~!~
~rO&V......,.~t..
I"-Lhl U'" HI.'"
Fl OVO
E
TAX RETURN WAS:
) ACCEPTED AS FILED
I X) CHANGED
SEE ATTACHED NOTICE
DATE
04-07-97
If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A~ount of Lin. 14 at Spousal rat. (15)
16. Anount of line 14 taxable at line.l/Class A rat. (16)
17. Anount of Line 14 taxabl. at Collateral/Class Brat. (17)
18. PrIncIpal Tax Dua
TAX CREDITS:
PAYHENT
DATE
07-31-96
RESERVATIDN CDNCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. R.al Est.t. (Schedule A) (1)
2. stocks and Bonds (Schedule 8) (2)
3. Closely Held stock/Partnership Interast CSchedule C) (3)
4. Hortg.ges/Notes Receivable CSchedule D) 14)
5. Cash/Bank Deposits/Hisc. Personal Property ISchedule E) 15)
6. Jointly Owned Property ISchedule F) (6)
7. Transfers ISchedule G) 17)
8. Total Assets
NO. 01
,00
,00
.00
.00
.00
,00
,00
18)
APPRDVED DEDUCTIDNS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Hisc. E~penses (Schedule H) 19)
10. Debts/Hortgage Liabilities/liens ISchedule I) CI0)
11. Total Deductions
12. Net Value of Tax R.tu~n
13. Charit.ble/Covernnental Bequests ISchedule J)
14. Net Value of Estate Subject to Tax
.00
.00
Ill)
1l2)
1l3)
1l4)
NDTE:
.00 X .00=
155.978.97 X .06=
.00 X .15=
1l8)
RECEIPT
NUHBER
AA146574
DISCDUNT It)
INTEREST/PEN PAID 1-)
467.94
9.633.00
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insu~e proper
c~edit to your account,
subnit the upper portion
of this fo~n with your
tax paynant.
.00
no
.00
.00
155.97B.97
.00
9.358.73
.00
9.358.74
10.100.94
742.20CR
.00
742.20CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION DF ADDITIDNAL INTEREST.
IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FDR INSTRUCTIONS.'
RESERYATION: E.tat.. of docod.nt. dying on or b.faro D.co.bor 12, 1982 .. If any 'utur. Intor..t In the o.tal. I. tran,'orr.d
In Po.....lon or onJoyeont to Clas. a (collat.ral) bon.flclarla. of tha decadant aftar tha a.plrallon of any a.tata for
II'. or 'or yaars, tha Caee~n~ealth horaby ..prassly r.s.rv.. tha rlghl to appralsa and assa.. trans'ar Inherltanc. Ta.as
at the la~'ul Clasl a (colleteral) rat. an any such future Inter.st.
PURPOSE OF
NOTICE:
To 'ul'lll the roqulre.ents 0' Soctlan 2140 of tha Inharltanca and E.tata Ta. Act, Act 21 of 1995. (12 P.S.
Soctlon 9140).
PAY"EHTI
Datach tha top portion of thl. Notlco and sub.lt with your pay.ant to the Roglst.r of Will. prlntad on the rovors. slda.
uHak. chack or eoney ardor payabla tal REGISTER OF" MILLS, AGENT
REfUND (CRI:
A ra'und 0' a ta. cr.dlt, ~hlch was not roquastod on the ra. Roturn, .ay be roquostad by coepletlng an ~Appllcatlon
for R.fund 01 Ponnsylvanla Inharltanco and Estato ra.~ (REY.I1I1). Applications are avallabla at tha Df'lca
0' tha Rlglster of Wills, any 0' the 21 Revenue District Offices, or by calling tha special 24.hour
answlrlng sarvlca nu.bor. 'or 'or.. ord.rlng: In Pennsylvania 1-800-162.2050, out. Ide Pannsylvanla and
within local HarriSburg ara. (111) 181-8094, TOOl (117) 172-2252 (Hoarlng I.p.lred Only).
OBJECTIONS: Any party In Intara.t not ..tlsflod with tha apprals..ent, allowanc. or dls.llowancl 0' deductIons, or a..a....nt
of ta. (Including dl.count or lnt.rast) .s shown on thl. Notice au.t obJoct within sl.ty (60) days 0' racelPt of
this Notlc. by:
AD"IN
ISTAAJJVE
CORRECTIONS:
-.wrlttln prot..t to tha PA D.part..nt 0' Rov.nue, Board of Appaals, Dopt. 281021, HarriSburg, PA
.-.lectlon to have tha .attor d.terelnad at audit of the account of tha parson.1 rapra.entatlva,
.-appoal to tha Orphan.' Court.
17128.1021,
DR
DR
Factual orror. dl.covar.d on thl. ass.ss..nt should be addrl.sed In writing tal PA Dapart.lnt of Aevonu.,
Bur.au 0' Individual Ta..s, ATTN: Post Ass.....nt Revlaw Unit, Dept. 280601, HarriSburg, PA 17128-0601
Phono (717) 181'6505. S.. pag. 5 of the bookl.t "Instructions for Inhorltanc. Ta. R.turn for. R.sld.nt
D'c.d.nt~ (REY-ISOI) for an ..plan.tlon 0' ad.inlstratlvaly corr.ctabl. orror..
DISCOUNT:
I' any t.. due Is paid within thr.e (31 calendar .onth. .ft.r the d.c.dent's death, . 'Iv. p.rc.nt (5%) discount of
the tax paid I. allow.d.
PENALTYI
Th. IS~ t.. a.n.stv non-p.rtlclp.tlon penalty I. co.put.d on the tot.1 0' the t.. .nd Int.r.st .......d, and not
paid b.for. Janu.rv 18, 1996, the 'Ir.t day aft.r the .nd 0' the tax aan..ty p.rIOd. Thl. non.partlclpallon
p.nalty I. app.alabl. In the sa.. .anner and In the the sa.. tl.e perIod a. you would app.al the t.. and Int.r.st
th.t has b..n .s..s..d as Indicated on thl. notlc..
INTEREST I
Intlre.t I. charg.d b.glnnlng with 'Ir.t day 0' d.llnqu.ncy, or nln. (9) eanths and one (I) day froe the date of
d..th, to the d.ta 0' p.y.ent. T...s which b.ca.. d.llnqu.nt be for. January I. 1982 b.ar Int.r..t .t the rat. of
.1. (6~) p.rc.nt par ~ c.lcul.t.d .t a dallv rat. of .00016~. All t.... whIch b.c... dlllnqy.nt on and a't.r
January I, 1982 will b.ar Int.r.st .t . rat. which will vary 'roe caland.r y.ar to c.lendar year with that r.tl
announcld by the PA Dep.rt..nt of A.v.nua. Th. appllcabl. Int.rost r.t.. for 1982 through 1991 ar.:
!!.!! Int.r..t Rat. Dally Int.rnt rActor !!!r Inler..t RAte Dallv Jnter.st ractor
1982 ZO:C .000548 1981 .% .000241
1985 16:C .000~la 19a8'1991 11:C .000301
19a4 11~ .000301 1992 .% .000241
1985 U~ .000356 1993'1994 7% .000192
1986 In .000214 1995-1997 .% .000247
ulnt.r..t Is calc:ulat.d II followlI
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notlc. Issu.d .ftlr the ta. b.co... d.llnqu.nt wIll r.fl.ct an Int.rlst c.lculatlon to 'I't..n (IS) d.ys
boyond the d.ta 0' the ....s..ant. If paye.nt Is .ada .'t.r the Intar.st co.putatlon data shown on the
Notlc., additional Inter..t aust b. calcul.t.d.
..-\V"L noT, c "'.n LS J., S<..I e. d ,'" r::'p 0 n ,<-.j 0 .cI-\,,-.
.... SuppL<<m<.oieL:L-\ce",t,nce.. \ A)<. R"'Tui".iL......
. ...rL\.~.,J.--..().). \thr-ith.e.. (J ,: i . C.o(J\"\T~---..--...--:-...
R.."'1,.st.", .oLuJ, \ b. Ott,c '" .00.' . ,/ .
ne\~~s~~~.~ J ~,~e.J-t\'~+ "~AII.J~;;::;===:..
. .nr: <.p.p.ct e., L on .th.c S re. t:,,, n \r,"" c h e..,-fL...n...'
.. p ce.v..1 9<<' $ \ ."]. ,e.f'.9ct '-~AV\ d." s $ e' s."'.<LIo.'1 "un
....1b' LDe.p e ~.r me.d. "n th<. nOn~.LIOB. l.xe-Tu.co.l'
. J:Io.. .ce. t ur0.~ Ann' t 1:,.. ~ oM I J.ec. <. d.. FI..SUppJ<-::"
. J"f\ .IOt" L ICe-turn. . H oC-> we.', -\.1" e. .I.",J)O. IC rrJ..A .:::...
. . no",. .010 tbrsce.t u'- n . will. b e. .,-.v,.e cu<o.d.......n.
. b'i.tl, e. po s +A & ,css I'V\ e ",t (2, e v, ev)..u. n.J......
j' 0' . pO $,,10\... Ad X," (lL,t rlrl,ve- ljoxcectLoXL.....
... +onthe.,n o-T, c,-otA p prAls.."0""+,...A..k.... .
\ c w."-'" c e. ",,0, S A \.low A n c '-'0 t. D...bh..AIO.d .
j) e. du c. t l ,n L~. ",d.Ans S." s S I>" ",nlo.+' bx ...m""""
I S,<..I.... d n.o.n . /. T\\.Jn Lu,,,t...uLL1L.
. CO.Y\ t6~t...Lj .C<.iJh.th€... .y1 e., AC .ru+u.r:.(..,.--.C.O.D-~-._....
cer-Ol n 'l -\-he.ou.tcarn e..,D f.:i-he..LC--v:-e.VL€-W...---w '
l-:\ o.w eve."', R>" '1 obj ~d"" n S '10<..1 ry1 "'i..h.A.v e.'
+0 tblS I\ss~ssm"n: s""Lld be., f'o,^",,,,U'1
",dJ r~ 'l..S-e. cl i" W r I ~I" '1 J 0 th, , P 0 .d:
TAX EXAMINER,
1''1' litO II 1,"1
~.
INHeRITANCE TAX
EXPLANATION
OF CHANGES
-.- . .- -- ...-----.. - ---- --"-
\fllE NUMBER
lAC"
\
COMMONWEAlTH 01 PENNSYlVANIA
DEPARTMENT 01 REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT lBObOI
HARRISBURG. PA 171lB.01>01
DECEDENT'S NAME \-.---
I
\
EXPLANATION OF CHANGES
SCHEDULE ITEM
NO,
,
COMMONWEALTH Of PINN~nVANIA
DEPARTMENT Of REVENUI
BUREAU OF INDIVIDUAL TAXES
DEPllIDOOI
HARRI~IURG. PA \71ll.0001
DECIDENT'~ NAME _.
I \
'1 ~ "'0 .. ,. II,
~
SCHEDULE
ITEM
NO.
..
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
,
,
--
Ifill ~UMIIR ,
IACN
.
I'
. .
EXPLANATION OF CHANGES
Q::.se.ss(Y\e..ni:-(L~..v,e.w- U f"\l t. .'
.........-.-.--.. ..+-_....
nn.. .' __.. ._n____._.n_____.__. -. nn'_'_' ._.n'" ....p' -. 00 -." "... .._._....00----...... "'J'" -- ..
___ ..p.\~.r\ s .~...oo.l~ J'b BtJ~'\ \ S.___\') D. I1.c e..., J .s,,_.l~.S Ue..... ,........
______r.O:c.....AdVY\Lt')lSt\-:'.Btl~e...-.-ptJ.C?OS e So. .D.nJ~__..n. ..... .
'___oO.(1,'0.J d_dD.e.S n.n.C?tn.Ce..o_penn H:\e....-r:-.~..r e.ce-Y)(.~.J._--..-
d""f.'.':;S.e.s~.IY\.~Y.\t. ..t Q...0..py. e. e.. \ .0.S__.pfO.\J JJ~d.J:).::1..----:n...'.'
_m.. S Q..c.t.onn...'a-...1 B.c'n.O.L.1:.he..-Pe 1:\ t':'\ .3.1J V.A.r.U..t~L....Lr..'::-._n-
... ..--1:'1 e.Cl.tfl.n .;._e- 00. f',Y'o..d...ES.IBt -e-.liX__.A..!:.-r__.9..tJ .gj.J..!__.noo
_.___~_....,. ________ ._...______ .____... .,.... .._ ....__ ...____.__ __.________0_... 0- ..-------.-...-----------.-.---
.. _._ 0- _..._" --- -----.-------------------......
.---------.-----..---. .----.------...-
. ___ __ d" . -. .~.. -----.... . .. .-..-.. -- - .
-- - -. . ~.. ~ - . . - . - - - -- ....-
. ._. _.~-- - .---- .-. -. .-- -~-_. -~ ----
.-. . .. - . - - - - .. - ~ - - - - - - - . . . .' -. - - . - - - ~ . .
. --~--~.__._.~-- .- ..-
....-.... .~..-.----~- -. .. .-. -. - .-.
. . - - ~ - - - -..-. . - - --. --. ~ -..
- .~ - -- - - . - . - .. - .
. . _....-.- .------..
... . -.. --....... --. - ----. - _.- --
.' --- -' -- - -.- -' . . - _..~ -.-. -.. -_.
..-..---- .-. _.-..- -..
. - -. -. - . - -.. . . - -... -. - - -- ~. .
-
PAGE).. ,f d-
TAX EXAMINER,
r-" -
PAMNT:
D.tach the top portion of this Notle. Bnd .ubalt with your pay..nt aad. payabla to the na.. and addr"1
prlnt.d on the ra~ar.. .Ida.
If RESIDENT OECEOf.Nf .a.... ch.c'" or .0nlY ordu pllyabl. tot REGISTER OF WILLS, AGENT.
If NOH.RESIOENT DECEDENT .11.... ch.C'" or aon.y order Pllyabla tOI COHHONWEALTH OF PENNSVLVANIA.
REfUND tCA): A r.fund of a ta. cradlt, which wa. not raqu..t.d on the fa. R.turn, .ay b. r.qu..t.d by co.pl.tlng an
ooAppllutlon for Refund of p.nn,Ylvanla Inh.rltanc. .nd E.t.t. Ta." tREY.1515). Application. ar. .vallabl. .t
the Dfflc. of the Rlglst.r of Wills, any of the 2l R.v.nu. District Offlc.' or fro' the o.p.rt..nt's Z~'hour
an.werlng s.rvlc. nuablr. for for.s ordlrlng; In p.nn.ylvanla 1-800-]62-20S0, out.ld. Pann,YI~enl.
and within local Harrl.bUrg .r.. (717) 787-B094, 1001 (717) 77Z~Z2SZ tH..rlng lap.lrld only).
REPLY TOI Qu.stlonl ragardlng .rror. contain.d on thl. notlcl .hoUld b. .ddr....d to; PA O.p.rt..nt of Rav.nu., aur.au
of Individual T...., ATTN: po.t A.......nt R.~I.w Unit, O.pt. Z80601, Harrl.burg, PA 17128.0601, phon.
(717) 7a7.6S0S.
OISCDUNT:
If any tax due II p.ld within thr.' (l) cal.ndar aonth. .ft.r the d.c.dent'. d.ath, . fl~. parc.nt (S~) dl.count
of the tall paid Is allo....d.
PDtAlTYt
Thl IS~ tall aan..ty non.partlclp.tlon p.nalty I. coaput.d on th. total of the t.ll and Int.r..t .......d, and not
p.ld b.for. Janu.ry 18, 1996, the flr.t d.y aft.r the .nd of the t.ll a~..ty parlod.
tNTEREST:
tnt.r..t I. charg.d big Inning with flr.t day of d.llnqu.ncY, or nln. (.) aonth. and on. tl) day fr08 the data 0'
d..th, to t~ data 0' p.yaent. T.... which bec,.' dallnquent b.for. January 1, 1.82 b.ar Int.r..t at the r.t. 0'
.111 C6%) percent par annul c.lcul.t.d at a dally r.t. 0' .000164. All t.... which b.c.'. d.llnquent on and a,t.r
January 1, 1982 will b.ar Int.r..t at a ratl which will vary fro' calendar y.ar to cal.ndar y.ar with thet rat.
announced by the PA n.part..nt of Rav.nu.. Th. appllcabl. Int.r..t rat.. for 1982 through 1997 ar.:
YI.r Intar..t Rat. Dally tnt.r..t ractor
V.ar
Int.rut Rat.
DailY tnt.r..t ractor
ne2 lOX .000548 1987 OX .aoDZ~7
1981 16;( .ooooa 19aa~1991 IlX .000301
198~ IlX .00OSOI 1992 'X .000247
1985 UX .00OSS6 1991~1"" 1X .000192
1986 lOX .000274 1995~ 1997 OX .0002U
."Int.rut I. c.lculatad .. 'allowS:
INTEREST = BALANCE OF TAX UNPAIO X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notle. I..ued aft.r the ta. blcoa.. d.llnquent will r.fl.cl an Int.r..t c.lcul.tlon to flft.en CIS) d.y.
beYond the d.t. of the .......ent. 11 p..,.ent II .ed. aU.r the Intanlt coaput.tlon data shown on the
Hotlc., Itddltlonal Int.rllt au.t b. calcul.t.d.
~liOi.~~~
J ~ 1 j 1& S .~
. .liIo. s:v!g
~1 ;Iftj
QO! III t ft .
Jij'Q! s I! lOll
Ii!.\:: (j!:6
OIleals-1I
5-30' coo r\
jZz1i: i'l
2~acj~i .;;;t
cglll ~~ ~ ~
.f.g i~ f ~,5 ~
!j~s@~1 ~
tic 'if !f.5 ,5:2
I ... Ii! C c... lil
i lJ!101 '"--
'. E- eOo
"'OIl O'-x>-
... *'.:: ..,tQQ)c.
CD~'m" "O"'G ~ 0
..c."..c.".~c..."
, ....~..IO u.. lti ~, .: ...t
,~
gr
~r.
-
'i .
d
Ru~.:.
f..c(
l~n~
....~
_~.c
_ u"
~~.
"
Hii~
~~~!
E a.~
,~5 c
"i.2
tJ -
I:t>>E
. u .-
c ~
>-"'-
c:;E;;;
...... :; 8_
,- - u 0
~~. 1:
DC.! i
.. - ~ cJ
'97 IIAY 15 ,~9 :26
CIL,,'.
Cun::
~;tl
FI\'
,:"Oc"'C"'C-;'
c. IP 0)'- ca
"c.E ~E'ij
m :I:J~
~ .. ~ e:
.!!l "e I! .!
.c.!o(j!l! .
ij';.si>.~
III 0Il-3 ; s 1il
~e1;;!:cfl r
,;:z.s'c;,~=
S~5;.5! t
oio,Xg:!
8.c.....121 -.l
';g ~ :s ~ 8.~ ,
cue: ...c t
ccaO"'QI-
.,-,::c..ci
.~i~lo~ ~
1ii:~ ~.5
-s,aui!:S:!
~s.2 0';;.50
t:~t:"CIO
>o.c 0 C - 0
,D..c.Joc.,
lUo.dllOe>l5
.. ,s=Q) CD...
OJ'tJ ... .-'co z:.-
.J: c: 0..0 _ 0 CD
_co..-au...c
.:0
:z;
'Ill
1:3
,I><
III
.,.~
'E-t
.Ja
Cl
:z; ~
< ~ p..
.E-t p......
~ :s=E-t o~ Cl
pI>< ~~I><IIlZ III
OO~~~OS:~~~
UIllli1"';IIlE-t~~E-t1ll
~S=~iS~~z~~
~Cll>< l><'"'IIlQoCl
<IIlO O<~SiU a
~~~~ia~SlS~~
ClaE=~5a~~e:g~
~U)I;=~Z~:S=~
OI"l~p<Cl=~U)
E-tp..=:SU~><E-tlllZ
~gfat::lIl=gP~~
I><p..Cl~~~I><~Up..
E i
ti~~~
... Ii Ili ~
~lh~~E
cIl~;~:;
ti~i:lZ
ll&Qg~~
· ~ S ~
WI
FIHST AND FINAL ACCOUNT OF 1IE1,EN M. WITMEH AND BETTY J. WEHT,
EXECUTHICr~ OF TilE I,AST WII.I, AND TESTAMENT OF FLOYD E. WEIBI.EY, LATE OF
SOUTH MIDDLETON TOWNSHIP, CU~1BEHl,AND COUNTY, PENNSYI,VANlA, DECEASlW
LETTERS TES'I'AMENTAHY ADVERTISED:
CUMBERLAND I,AW JOUHNAL
Junc 28, July 5, and 12, 1996
THE SENTINEL
Junc 24, July 1 and 8, 1996
DATE OF DEATH:
May 4, 1996
ESTATE FiLE NO. 21-96-390
PRINCIPAl, RECEIVED
Accountants charge themselvcs with the following principal amounts rcceivcd:
1996
May 30
30
30
30
30
30
30
30
30
30
30
30
July 27
27
Aug. 7
7
Oct. 21
Dividend, Putnam
Balancc Dauphin Dcposit Bank Certificatc of Dcposit #8100652570
Accrued intcrest to May 4, 1996
Balancc Harris Savings Bank Ccrtificate of Dcposit #30-46-154641
Accrued intercst to May 4, 1996
Balance CorcStates Bank (formerly Mcridian Bank) Savings
Account # 8338034203
Accrucd intcrcst to May 4, 1996
Balancc Putnam Account # A56-1-198-30-0684-BBB-G: 1537.335
shs. @ 12.43
Balancc Farmcrs Trust Company Checking Account #4-43972
Accrued intercst to May 4, 1996
Deposit to covcr ovcrdraft
8 shs. AirTouch Communications common stock @ 30.2218
21 shs. Amcrican Tcl. and Tel. common stock @ 60.0468
8 shs. Pacific Tclcsis common stock @ 33.7843
18 shs. BellSouth Corp. common stock (g 39.2468
I sharc Agway common stock @ 25
9.5% Agway Money Markct Ccrtificatc
Gross procceds public sulc of houschold goods and personal
property including 1976 Buick Sedan automobilc
1995 Propcrty Tax Hebatc from Commonwealth of Pcnnsylvaniu
Prcmium rcfund, Illue Cl'oss/lllue Shield
Proceeds Iiquidntion of YOI'k Furm Crcdit ACA stock
Proceeds sale of hOllse and lot of gl'ound ut 48 Fuil'ficld Strect,
Carlislc, Pu.
TOTAl. PHINCIPAL HECEIVED
-1-
96.85
20,000.00
36.88
20,000.00
11.13
3,177.99
8.95
19,109.07
(99.00)
.02
99.00
242.42
1,260.98
270.27
706.44
25.00
1,209.50
5,969.00
100.70
98.05
289.34
77,500.00
150,112.59
INSURANCE RECEIVED
Accountants churgc thcmselvcs with the following insurance procceds received:
1996
Sept. 3
Procccds, The Prudentiallnsul'oncc Compuny Policy # 08 686 241
1,944.78
1,944.78
TOTAL INSURANCE HECElVED
INCOME RECEIVED
Accountants chargc thcmsclves with thc following income amounts received:
1996
May 30 Intcrcst, Dauphin Deposit Dank CID 95.51
Junc 30 Intcrest, Harris Savings Dank CID 100.46
30 Intercst, Putnam 92.24
30 Intcrest on Estate chccking account 21.28
July 8 Dividcnd, Agway 58.50
17 Intcrest, Putnam 92.24
26 Interest on Estate chccking account 22.31
31 Interest, Harris Savings Bank CI D 115.32
Aug. 7 Dividcnd, Pacific Tclesis 2.52
7 Dividcnd, AT&T 6.93
7 Dividend, BellSouth 6.48
20 Intcrest, Putnam 90.70
20 Loss on salc of 21 shs. AT&T stock (153.39)
27 Intcrcst on Estatc checking account 15.37
Sept. 3 Intcrcst, Harris Savings Bank C/O 115.32
18 Intercst, Putnam 89.17
27 Intcrcst on Estate checking account 19.09
Oct. 1 Intcrest, Harris Savings Dank C/O 111. 59
21 Intcrcst, Putnam 90.70
25 Interest on Estate checking account 36.61
31 Intcrcst, Harris Savings Bank C/D 115.32
Nov. 6 Dividcnd, BellSouth 1.08
21 Dividend, Pacific Telesis 1.26
21 Intcrcst, Putnam UO.70
26 lntcrest on Estatc checking account 118.22
-2-
Dcc. 3
4
26
31
1997
Jiiii:'" 7
21
21
27
Fcb. 4
4
4
27
Mar. 4
27
27
31
Apr. 3
17
18
22
27
May 2
2
2
6
7
Intcrcst, Harris Savings Bunk C/D
Gain on salc of 8 sharcs Pucific Tclcsis
Intcrest on Estatc checking account
Intcrcst, Harris Savings Bank CID
Dividend, Putnam
Dividcnd, Putnam
Rcfund of firc insurance premium, Yorktowne Mutual'nsurance Co.
Intercst on Estatc chccking account
Interest, Harris Savings Bank C/D
Dividend, Pacific Tclcsis
Dividcnd, BellSouth
Intercst on Estatc chccking account
Intcrcst, Harris Savings Bank CID
Dividcnd, Putnam
Intercst on Estatc checking account
Gain on salc of 15 sharcs BcllSouth
Intcrest, Harris Savings Bank CID
Dividcnd, Putnam
Dividcnd, Putnam
Gain on liquidation of Putnam Fund
Intercst on Estatc checking account
Dividcnd, Bell South
Interest, Harris Savings Bank CID
Intcrcst, CorcStates Bank savings account
Loss on salc of 8 sharcs AirTouch
Total stock dividends from Butchcr-Singer, broker
TOTAL INCOME RECEIVED
DISBU RSEM ENTS
Accountants claim credit for thc following amounts paid:
1996
May 8
30
30
Farmers Trust Co., intercst forfciturc on checking account
Registcr of Wills, Lcttcrs Tcstamentary and short certificatcs
Hoffman-Roth Funcral Home, funcral services
-3-
111.59
24.23
20.29
115.32
90.70
89.17
42.00
5.39
115.32
1.26
1.08
2.71
104.13
92.24
2.57
45.58
115.32
90.70
90.70
292 .10
3.68
1.08
3.71
51. 82
(60.66)
25.67
2,833.23
.lJ2
258.00
6,477.00
May 30
30
30
30
30
31
31
June 14
July 3
8
17
17
25
25
25
27
29
29
30
31
Aug. 7
15
Sept. 18
Oct. 9
9
21
21
21
21
21
Nov. 6
Dec. 3
l'urmcrs Trust Com puny, lost sufe deposit box kcy
Farmers Trust Com puny, ovcrdrurt on checking uccount
Agway, uccount
PP&L, elcctricity
Unitcd of PA, tclephonc - 19.69 less refund of 12.23
Missionary Society of Good Shcpherd, funerallunchcon
Leader Nursing Homc, account
PP&L, elcctricity
Vital Records, 4 death ccrtificates
SMTMA, watcr and scwcr services
PP&L, elcctricity
Leadcr Carlislc 372, account
Thc Sentincl, advertising Lcttcrs
Cumbcrland Law Journal, advcrtising Lctters
BcttyWert, rcimbursemcnt for car battery
Auctionecr, advertising and clcrks for public sale
Betty J. Wert, labor for sale
Helcn M. Witmer, labor for salc
Registcr of Wills, Agent, Pa. Transfcr Inheritance Tax
Rcgistcr of Wills, 1 short ccrtificatc
PP&L, elcctricity
Registcr of Wills, 8 short certificutes
PP&L, elcctricity
SMTMA, watcr and sewcr scrvice
PP&L, elcctricity
Ebcncr & Associutcs, realtor's commission on salc of rcal cstatc
Recorder of Deeds, realty transfer taxcs
Penn Pest of Carlislc, serviccs
Hobcrt C. Cairns, Tax Collcctor, 1996-97 school taxcs - 887.76 lcss
pro-ration of 645.50
S~ITM A, wutcr und scwer scrvice
1'1'&1" final clcctric bill
Registcr of Wills, filing Pa. Tl'ansfcr Inhcritance Tax Return
-4-
15.00
13.13
297.35
32.92
7.46
50.00
283.50
23.56
12.00
109.00
21. 78
99.00
82.05
60.00
26.50
1,150.00
280.00
280.00
8,890.80
3.00
26.27
24.00
12.35
103.00
17.20
3,100.00
775.00
30.00
242.26
38.49
11.22
15.00
1997
Jan. 2
2
Feb. 20
20
Apr. 4
9
11
11
30
May 2
2
IIclcn M. Wilmcl', Execull'ix commissions
Bctty J. Wert, Executrix commissions
Hegistcr of Wills, I shorl cel'tificutc
Hegistcr of Wills, filing Supplemental Inherilunce Tux Ileturn
Hcgister of Wills, 2 shol'l ccrtificutcs
Chase Mcllon Shareholdcr Sel'vices, churgc to repluce lost stock
certificate
Register of Wills, I short ccrtificutc
pA Departmcnt of Ilevenue, 1996 Fiduci8l'y income Tax
Chusc Mcllon Shureholder Services, processing fce
Rcgistcr of Wills, 1 shol't ccrtificate
Butcher-Singer, broker's fcc
Notary Public fce
Reservc for prepllration, filing und puying 1997 incomc taxes
Frcy and Tiley, Attorney's fec
Reservc to filc Account
:I,502.011
:1,502.00
3.00
15.00
6.00
25.00
3.00
35.00
10.24
3.00
16.50
6.00
100.00
7,004.00
115.00
TOTAL DISBURSEMENTS
37,212.60
HECAplTULATION
Total Principal Hcceivcd
Totallnsurancc Heccivcd
Total Income Rcceived
Total Rcceipts
Less Total Disbursements
Balancc for Distribution
150,112.59
1,944.78
2,833.23
154,890.60
- 37,212.60
117,678.00
pHOPOSED SCHEDULE OF DISTIUBUTION
BALANCE FOil DISTRIBUTION
TO:
117 ,678.00
Good Shepherd United Methodist Church
2129 Hitner IIighway
Carlisle, pA 1701:1
Bequcst in Paragraph 5A of Decedent's Will
5,OOll.00
-5-
"
TO: Issuc of Clyde H. Weibley IVho died October 28, 199 I:
Onc-fourth residue of eslutc of lI2,G78.0lJ = 28,169.5lJ
Paul Wciblcy
1552 Holly Pikc
Carlislc, i'A 17013
1/4 of 28,169.50 =7,042.38:
Partial distribution Nov. 12, 1996 4,500.00
Balancc for distribution 2,542.38
7,042.38
Waync Wciblcy
1550A Holly Pikc
Carlislc, Pa 17013
1/4 of 28,169.50 = 7,042.38:
Partial distribution Nov. 12, 1996 4,500.00
Balance for distribution 2,542.38
7,042.38
Lois A. Fanus
115 Sunsct Drive
Mt. Holly Springs, I' A 17065
1/4 of 28,169.50 = 7,042.37:
Partial distribution November 12, 1996 4,500.00
Balancc for distribution 2,542.37
7,042.37
Linda R. Munro
1308 Mincrs Way
Roseville, CA 95678
1/4 of 28,169.50 = 7,042.37:
Partial distribution Novembcr 12, 1996 4,500.00
Balance for distribution 2,542.37
7,042.37
TO: Helen M. Witmcr
2463 Ritner lIighlVay
Carlisle, PA 17013
One-fourth residue of cstatc of 112,678.00 = 28,169.50:
Partial distribution Novembcr 12, 1996 18,000.00
Balance for distribution 10,169.50
28,169.50
TO: Betty J. Wert
8 Middlcton Avenue
Carli sic, Pa 17013
One-fourth residuc of cstatc of 112,678.00 = 28,169.50:
Partial distribution Novcmbcr 12, 1996 18,000.00
Balance for distribution 10,169.50
28,IG9.5lJ
. .
-6-
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
I'lovd E. Weiblev
Mnv 4. 1996
Date of Death:
Admin. No. ?1_11r._3Qn
will No.
pursuant to Rule 6.12 of the supreme Court orphans'
Court Rules, 1 report the following with respect to completion of
the administration of the above-captioned estate:
I. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes 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, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the orphans' Court and may be attached to this report.
Date: July 17, 1997
tGu1~ k.
signature
/-.(
Robert M. Frey
Name (Please type or print)
5 S. Hanovcr St., Carlislc. l' A 17013
Address
(717 ) 243-5838
Te I. No.
Capacity:
personal Representative
X Counsel for personal
representative
,-.
, ;,--::
~~
(MAH:rmflAM3)
R(~,'
I'
,
1..1
"
"
" '( 1 C'
:',;', '\
c,
"
"
, "