HomeMy WebLinkAbout96-00504
I~ETITI()N nm PIHHlATE !Iud C;nANT OF I.ETTEnS
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Vernon G. Wnllen
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Mrs. Elizabeth H. Wallen
1188 Shoreham Road
Camp..ijll~ PA 170i,.
717-737-5622
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OATIl OF PEnSONAL HEPnESENTATlVE
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Eslule 01'
V'.'llllll1 G. Will 1<'11
. I>eceused
I>ECREE 01" PRonATE ANI> GRANT OF LETTERS
AND NOW JUNE ~~__.._ 111..2.L, in ~o",idenllion of the petilion on
the revene side hereof, satisfu~tury proof having been presellled before me,
IT IS DECREED Ihm the inslrumen\{s) dale,Lyccanbcr _~!._1995
dcs~ribed therein be udmilled to probate and filed of le~ord as Ihe lasl willllf
VERNON G WALLEN
Testmrcntary
Elizabeth H. H~nen188 Shoreham Road, Camp Hill, PI\ 17011
und Lellers
arc hereby granted tll
.~
-~.
MARY C. LEWIS
FEES
Probalc. Lellers, El~. ...... . .. $ 60.00
Short Certifieates( 1) ..,.....,. $--3....00-
Renunciation .......,........ $
X-Pages $ 15.00
JCP 5.00-
TOTAL _ $--8.1.00_
Filed ..... ~~.~~. ?~'" . ) ~.9.~. . . . .. , . . . .. . .
Charles E. Friedman, 1.0. 07175
AnORNU' (Sup. CI. I.n. No.1
P.O. I30x 885, Harrisburg, PI\ 17108-0885
,\nnRI'SS
(717) 232-9925
PIIONE
Mailed letters and order to Executrix on 6-26-96.
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CO....ONWEALTH 0' PENHSYLVANIA. DEPARTMENT OF HEALTH' VITAL RECOROS
CERTIFICATE OF DEATH
IVoW& 01 tl'..._~_
t. Vernon C. Wallen
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ower Allen
1188 Shoreham Road
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Jose h L. Wallen
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Hra. Elizabeth H. Wallen
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._1188 Shoreham Roa. amp Hill, PA
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LAST WILL AND TESTAMENT
OF
VERNON G. WALLEN
I, VERNON G. WALLEN, Social Security Number 409-28-1374, of the
State of Pennsylvania, declare that this is my LAST WILL AND TESTAMENT
and I revoke all other wills and codicils previously made by me.
FIRST: I appoint my Wife, ELIZABETH H. WALLEN, as my Personal
Representative concerning this will. If she is unable or fails to
serve, I then appoint my grandaughters, KIMBERLY J. DEAN and JULIANNE
DEAN to serve as my Personal Representative.
a. I request that my Personal Representative be permitted to
serve without bond or surety thereon and without the intervention of
any court, except as required by law. I direct that my Personal
Representative act in unsupervised administration so as to administer
my estate with a minimum of court supervision. If it becomes necessary
to have ancillary administration of my estate in any jurisdiction where
my Personal Representative is unable or does not desire to qualify as
ancillary legal representative, I appoint as such ancillary legal
representative such individual or corporation as my personal
Representative shall designate, in writing.
b. I direct my Personal Representative to pay the expenses
of my last illness, the expenses of a funeral appropriate to my station
in life and custom of living (including a suitable monument or marker
for my grave), and written charitable pledges which I have made. I
grant my Personal Representative the power to extend or renew any debt
for such time as my Personal Representative shall deem appropriate.
c. All estate, inheritance, succession and other death taxes
with respect to all property passing under this my Will shall be paid
from and borne by the principal of my residuary estate, without regard
to reimbursement, as if such taxes were administration expenses. My
Personal Representative may pay such taxes at any time deemed
advisable, whether or not then due and payable.
d. My Personal Representative is requested to settle my
estate as soon after my death as may be practicable, and to payor
deliver every legacy or bequest to my beneficiaries without waiting any
time that may be believed to be customary in probate matters.
00>0- 17 .0~~L ~
PAGE 1
OF 5 PAGES
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e. I may leave a letter of intent with the executed copy of
this Will for the purpose of giving guidance to my Personal
Representative concerning the distribution or sale of certain items of
my property. I request, but do not require, that my Personal
Representative honor my wishes therein expressed.
SECOND: I give, devise and bequeath, absolutely and forever, all
of my estate and property of which I may be seized or possessed, or to
which I may be entitled, at the time of my death, wherever situated or
of whatever nature, be it real, personal, or mixed, to my Wife,
ELIZABETH H. WALLEN, as her sole and absolute property if she shall
survive me.
THIRD: In the event that my Wife, ELIZABETH H. WALLEN shall not
survive me, I give, devise and bequeath, absolutely and forever, all of
my estate and property of which I may be seized or possessed, or to
which I may be entitled, at the time of my death, wherever situated or
of whatever nature, be it real, personal, or mixed, to my children,
ELEANOR KATHERINE WALLEN DUKES, CAROLYN GAY WALLEN DEAN and SUSAN ANNE
WALLEN DONAHUE and to any child or children that have been or may be
born to or adopted by me, in shares of substantially equal value to be
divided as they may agree.
a. If any of my children shall not survive me, then the
share of that deceased child shall go to the descendants of that child,
who are to take per stirpes and not per capita. If any of my children
shall not survive me and shall not be survived by any descendants, then
the share of that deceased child shall be distributed to my surviving
children and the descendants of any of my other children who fail to
survive me, in the manner set forth above.
b. If they are unable to agree, the division among my
children and the descendants of any of my children who fail to survive
me shall be made by my Personal Representative, in that person's sole
and absolute discretion. I empower my Personal Representative to sell
any or all of such property, if such property is not distributed in
kind hereunder, and to distribute the proceeds among my said children
in substantially equal shares. Any determination of my Personal
Representative as to what should pass or be sold under this paragraph
and to whom it should pass or be delivered or at what price it should
be sold shall be conclusive.
~,_.~ 71. qk- "OF
ELM~
PAGE 2
5 PAGES
FOURTH: If any beneficiary to any share of my estate which is not
subject to the provisions of any trust which may be created by this
will is at the time of distribution of his or her share, a minor under
the laws of his or her domicile, I direct that the minor's share be
converted into qualifying property and delivered to the minor's
Guardian as Custodian for the minor under the Uniform Gifts to Minors
Act or the Uniform Transfers to Minors Act as may then be in effect in
either the state in which the beneficiary or the Custodian resides, or
any other state of competent jurisdiction.
a. The Uniform Gifts to Minors Act or The Uniform Transfers
to Minors Act, as may then be in effect in the state concerned, is
hereby incorporated by reference. The property affected by the Act
shall be managed, held, and distributed in accordance with the
provisions of the Act.
b. The financial custodian will serve without bond or surety
and without intervention of any court, except as required by law.
c. The receipt by the Custodian, for the minor, of any
principal or income transferred pursuant to this paragraph shall be a
full acquittance and discharge of my Personal Representative or
Trustee, as applicable, from liability with respect to such transfer
and from further accountability for the principal or income so
transferred.
FIFTH: Except as otherwise provided in this Will, I have
intentionally failed to provide for any other relatives or other
persons, whether claiming to be an heir of mine or not. Insofar as I
have failed to provide in this Will for any of my issue now living or
later born or adopted, such failure is intentional and not occasioned
by accident or mistake.
SIXTH: Any beneficiary who fails to survive until one hundred
twenty (120) hours after my death shall be deemed to have predeceased
me, and the gift to that beneficiary shall be disposed of accordingly.
SEVENTH: Definitions:
a. The term "children" as used in this Will includes adopted
and afterborn persons. The term "children" as used in this Will shall
not include step-children, the natural born or adopted children of a
person's spouse who are not the natural born or adopted children of the
person. A relationship by or through legal adoption shall be treated
the same as a relationship by or through blood for purpose of
succession to property under this Will.
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PAGE 3
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b. The term "descendants" as used in this Will means the
immediate and remote lawful, lineal descendants by blood or adoption of
the person referred to who are in being at the time they must be
ascertained in order to give effect to the reference to them.
c. The term "Personal Representative" as used in this will
means Executor, Executrix, Independent Executor, or any other title of
like import which is used to describe such a fiduciary.
d. The term "per stirpes" as used in this Will means that
whenever a distribution is to be made to the descendants of any person,
the property to be distributed shall be divided into as many shares as
there are (1) living children of the person, and (2) deceased children,
who left descendants who are then living, of the person. Each living
child (if any) shall take one share and the share of each deceased
child shall be divided among his then living descendants in the same
manner.
EIGHTH: In addition to any powers granted by the laws of the
state in which this Will is probated, I hereby authorize and empower
the fiduciaries named in this Will, to the extent of the discretion
herein granted, to sell, exchange, convey, transfer, assign, mortgage,
pledge, lease or rent the whole or any part of my real or personal
estate, to invest, reinvest, or retain investments of my estate, to
perform all acts and to execute all documents which my fiduciaries may
deem necessary or proper in regard to my property. If any of my
fiduciaries elect to receive compensation for services, such
compensation will be that allowed by law.
NINTH: If any part of this will shall be invalid, illegal, or
inoperative for any reason, it is my intention that the remaining
parts, so far as possible and reasonable, shall be effective and fully
operative. My Personal Representative may seek and obtain court
instructions for the purpose of carrying out as nearly as may be
possible the intention of this Will as shown by the terms hereof,
including any terms held invalid, illegal, or inoperative.
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PAGE 4
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ACKNOWLEDGMENT
I, VERNON G. WALLEN, 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 Will; that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
t!---r- 7(, JlI'-C~--'
VERNON G. WALLEN
(
....
(SEAL)
AFFIDAVIT
We, ji};P/ P k",;A-11 r:;.sir:r: Ct:7.)f6~ , and
~A(\.s..\\~\5.. \=\t\v-'::. ,the witnesses, sign our names to this
instrument, being duly qualified according to law, do depose and say
that we were present and saw the testator sign and execute the
instrument as his Last Will; that the testator signed willingly and
executed it as his free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight of
the testator signed the will as a witness; and that to the best of our
knowledge the testator was at that time 18 or more years of age, of
~nd und~_r no constraint or undue influe.~ce. _ . .
~~~~ t&J-t-, ~)e ~\\)",.Qcv.(-~-Y\X'~
.m.tness / Witness ' Wi'tness \
Subscribed, sworn to and acknowledged before me by VERNON G.
WALLEN, the testator, and
Mg/ P ~,J,p
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~E..C! Cfi../!:eIL, 19. IS .
subscribed and sworn to before me by
E '\ Ie- f{ G t:-oi! (,c:-
, and
5Y-/...
/ - day of
, the witnesses, this
Exp~~(;;~.
14".I.ll;,.':L'll
, Kim C. Guye" 1..oIJry Public
I Callisl. Bora. Cur',~orland CounlV
, rAy Commission Exp.ro:; Nov. 10. 1~97
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. 'or, Pcr~'1.J'it~'J.n....., .:A.;...........:ol10 'f\..
My Commission
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CERTIFIC~TION OF NOTICE UNDER RULE 5.6(a)
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Name of Decedent:
Vernon G. Wallen
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Date of Death:
April 23, 1996
Admin. No.
Will No. 1996-00504
To the Register:
I certifY that the notice of beneficial interest required by
Rule 5.6(a) of the orphans' court Rules waS served on or mailed to
the following beneficiary of the above-captioned estate on JulY 9,
1996.
p.ddress
!::lame
Elizabeth H. Wallen
11BB Shoreman Road
Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except - None.
Charles E. Frledman, sqUl e
FRIEDMAN & HOCH, P.C.
305 North Front street
P.O. BOX BB5
Harrisburg, PA 1710B-OBB5
(717) 232-9925
counsel for personal Representative
Date: 7/9/96
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NOTICE OF BENEFICIAL INTEREST IN ESTATE
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BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND', PENNS~LVANIA
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In re Estate of Vernon G. Wallen, deceased
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Cl:'
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NO. 1996-00504
TO: Elizabeth H. Wallen
1188 Shoreham Road, Camp Hill, PA 17011
(beneficiaries)
(address)
Please take notice of the death of decedent and the grant of
letters to personal representative(s) named below. You may have a
beneficial interest in the estate as follows:
entire residue
Name of decedent: Vernon G. Wallen
Last known address of decedent: 1188 Shoreham Road, Camp Hill, PA
Date of death: April 23, 1996
Place of death: Camp Hill, PA
County of grant of original letters: Cumberland
Decedent died
x
testate _____intestate
A copy of the will
is
X is not attached.
Name(s), addressees) and telephone number(s) of all personal
representatives appointed:
Name Address
Elizabeth H. Wallen 1188 Shoreham Road
Camp Hill, PA 17011
Telephone
(717) 737-5622
Name(s), addressees) and telephone number(s) of all counsel
Name
Address
Telephone
Charles E. Friedman
Friedman & Hoch, P.C. (717) 232-9925
P.O. Box 885
Harrisburg, PA 17108-0885
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COMMONW[AlTH Of p(tm!,'fII1ANIA
D(PARIMWT Of REVWU(
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OICIOINT'S NAMI IlAST.IIIS1. AtW MIOOII "~IIIAII
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
fOR OATIS Of DEATH AnlA 12131191 CHECK HER[
If A SPOUSAL
POVERTY CUDIT IS CLAIMED I I
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fill HUMBlA
COUNTY CODE
1996
YEAR
00504
NUMBER
lll(IUltH'SCOMPHTl A!lOIIS\
1188 Shoreham Road
Camp lIill, PA 17011
C""J .~o~'~ :'~'~li_~';~t'U(1I0"'i--------
I 0] 3. Remainder Return
(for dOli" of death prior to 12.13.821
[] 5. Federal Eslale Tax Return Required
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_ 8. Totol Number 01 Safe Depo,it 80xe,
_Wallen.._Varnon G. --I - . I - .
SOCIAl SICUIII' '~UMIII UAII 01 tlI ATtl OAlI Of 1I11llH
409-28-1374 4-23-96 5-29-19
,., ~~i'~ :'~',"" ~i'~~;~~'~ h' ';.;' ~ ,,,., ,,' '" 1'~'~~~';;~Y ~'~2~_0
r~ 1. Original Relufn I J 2 Supplemental RCllurn
04. limilCld Estole [-140. future InhHClst CompromisCl
(lor dates 01 deolh oher 12.12.82)
~ 6. Decedenl Died Testale [ 1 7. Decedent Maintained a living Tfuu
IAttach copy of Willi IAllach copy of Trustl
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOl
COMPun MAtllNC, ADOIUS
P.O. Box 885
Harrisburg, ~~ 17198-0885)
( 11-.. . -- --...
1211.!l,J_UL, ?_ll.______
131 ____________
(4)-------.- ._____
IS) :!.2,1l_L.O~__n____
( 61__.__._._____.____.
(7) _._.___.____
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41,521.37
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NAM(
Charles E. Friedman, Esq.
THIPHONI NUMUR -----.
(101 ________.__._n___
(11) 4,701.22
(121 Jfi,82Q..._'2______
(131 _______________
(141 36,820.15
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1. Real Estnte (Schedule A)
2. Stocks and Bond, (Schedule 81
3. Clolely Held Stock/Partnership Inlerest (Schedule C)
4. Mortgage, and Nole' Receivable IScf1edule 0)
5. Ca,h, Bonk Depo,iu & Mi,cellaneou, Personal PropClrty
IS,h.dul. E)
6. Jointly Owned Properly (Schedule FI
7. Tranlf... ISch.dul. G) IS,hedul. II
8. Total Gran Au.ts (total line, 1-7)
9. funeral Expen,e" Admini,trative COSh, Miscellaneous
Expen,e, (Schedule H)
10. Debh, Mortgage liabilitie" Uen, (Schedule II
11. Tolol Deduction, (totollineto 9 & 10)
12. Net Value of E,tate (line 8 minus line 11)
13. Charitable and Governmental Bequest' (Schedule JI
U. Net Value SubjectlD Talt (line 12 minus line 13)
IS. Spoulal Tran,l.u If Of dotes of death aher 6.30.94)
See Instruction, for Ar,plicable Percentage on Revene
Side. (Include value' rom Schedule K or Schedule M.)
16. Amount of line 14 laxable 01 6% role
(Include value, from Schedule K or Schedule M.I
17. Amount of line 14 to.able at 15% role
(Include value, from Schedule K or Scf1edule M,)
18. Principal 10.. due (Add tax from line, 15, 16 and 17.1
19, Credits ~pou'al Poverty Credit Prior Payments
(15) ~6L8~0~15_
(161
(171
K. 0=
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K .06 =
K .15 =
(181
Discount
Inlere,t
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(20)
20. If line 19 i, greater Ihan line 18. enter the difference on line 20. This is the OVERPAYMENT.
aD
21. If line 18 i, grealer than line 19, enter the difference on line 21. Thi, is the TAX DUE. (211 .00
A. Enter the intere\t on thCl balance due on line 21 A (21 AI
8. Enter the tala I of line 21 and 21A on line 218. Thi, is the BALANCE DUE. (218) .00
Male. Chule Payabl. to: hR.!!!.!r af WllI,,_Ag,nt __ n__'~ ________..,_ _" ._.___________
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SID-E AND TO RECHECI(MATH-.;;c:.:.c(--.----.-----
~~der penalties of perjufY, I declafethat I hove e",omined lhis relurn, including occompan~ing schedules and ,tatemenh. and 10 the belt of my \..nowledge and belief,
III' Irue, correct and complele I declare that 011 real eslale hos been rr.ported 01 Hue markel ...alue_ Declaration of preparer other than Ihe pr.I\onol reprlnentative is
ba,ed on all inlormotion of which preparer hos any \..nowledge
S~' I. Of PfRSOtUf!lP~N~liif'i.i.;ltlt~Glitfuiij..-"'..--A.-\)Oiii~'>~ .... -... ----- - u - -~- -.-...- - ...-. DAli.-------P--.-------.~--
"ON ,6fh~Jb.J:Y "''''.'>V'.-D~':~~ :::r:::mRd. Camp Hill, PA 17011 o..,~~~.;.;/
. LJ~ Harrisburg, PA 17108 T , 7~
Checle here ilyou ore roquosting a refund of your overpaymont.
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ESTATE OF
ITEM
NUMBER
A.
1.
2.
3.
B.
1.
2.
4.
C.
1.
2.
3.
4.
S.
6.
7.
8.
~:~l ~ SCHEDULE H
~: ~1!:!' FUNERAL EXPENSES,
CO....ONW..'''' Of 'INN~"V'N" ADMINISTRATIVE COSTS AND I
IN':\~:li"'~WI~~~~:J\'NMI.S~E~LANEOUS E.XPENSES. Plea.e,Prlnt or T'(.pe
ern01LG~_Wallen-----. _____._ u _______Jf(~ ;~:~~: 504
DESCRIPTION
AMOUNT
Funeral Expen...:
Rolling Green Cemetary company
cremation Society of Pennsylvania
$3r036.50
795.00
50.00
Reverend George DeFrehn
Admlnl.tratlve Casts:
Personal Representative Commissions
Social Securily Number of Personol Represenlalive:
Vear Commissions paid
Allorney Fees
500.00
3.
Family Exemplian
Claimant
Address of Claimanl 01 decedenl's dealh
Slreel Address
Relalion~hip
Cily
Slale
Zip Code
Pro bole Fees
83.00
Mlsc.llaneous Expenses:
Patriot News Co.
151. 72
60.00
25.00
Cumberland Law Journal
Filing Inventory and Inheritance Tax Return
TOTAL (Also enler on line 9. Recapitulalian)
(If mOll space I. needed, Insert addlllonal sheets of same sl...)
54,701.22
LAST WILL MID TESTAMENT
OF
VElUlON G. WALLEN
I, VERNON G. WALLEN, Social security Number 409-28-1374, of the
State of Pennsylvania, declare that this is my LAST WILL AND TESTANENT
and I revoke all other wills and codicils previously made by me.
FIRST: I appoint my Wife, ELIZABETH H. WALLEN, as my Personal
Representative concerning this will. If she is unable or fails to
serve, I then appoint my grandaughters, KIMBERLY J. DEAN and JULIANNE
DEAN to serve as my Personal Representative.
a. I request that my Personal Representative be permitted to
serve without bond or surety thereon and without the intervention of
any court, except as required by law. I direct that my Personal
Representative act in unsupervised administration so as to administer
my estate with a minimum of court supervision. If it becomes necessary
to have ancillary administration of my estate in any jurisdiction where
my Personal Representative :s unable or does not desire to qualify as
ancillary legal representative. I appoint as such ancillary legal
representative such individual or corporation as my Personal
Representative shall designate. in writing.
b. I direct my Personal Representative to pay the expenses
of my last illness, the expenses of a funeral appropriate to my station
ill life and custom of living (including a suitable monument or marker
for my grave), and written charitable pledges which I have made. I
grant my Personal Representative the power to extend or renew any debt
for such time as my Personal Representative shall deem appropriate.
c. All estate, inheritance, succession and other death taxes
with respect to all property passing under this my will shall be paid
from and borne by the principal of my residuary estate, without regard
to reimbursement, as if such taxes were administration expenses. My
Personal Representative may pay such taxes at any time deemed
advisable, whether or not then due and payable.
d. My Personal Representative is requested to settle my
estate as soon after my death as may be practicable, and to payor
deliver every legacy or bequest to my beneficiaries without waiting any
time that may be believed to be customary in probate matters.
'()q.- 17 .cj~C ~
-Ci) ~fl^'-
PAGE 1
OF 5 PAGES
$
e. I may leave a letter- o( intent with the executed copy o(
this Will (or the purpose of giving guidanc"! to my P"!rsonal
Representative concerning tlm distribution or sale o( certain items of
my property. I request, but do not require. that my Personal
Representative honor my wishes ther"!in expressed.
SECOND: I give, devise and bequeath, absolutely and forever, all
of my estate and property of which I may be seized or possessed, or to
\~hich I may be entitled, at the time of my death, wherever situated or
of whatever nature, be it real, personal, or mixed, to my Wife,
ELIZABETH H. WALLEN, as her sole and absolute property if she shall
survive me.
THIRD: In the e'/ont tha:: my \'1 if e , E:"IZABETII H. \'IALLEN shall not
survive me, I give, devise and bequeath, absolutely and forever, all of
my estate and property of whic~l I may be seized or possessed, or to
'/lhich I may be entitled, at the time of my death, wherever situated or
of whatever nat~re, be it real, personal, or mixed, to my children,
ELEANOR KATHER!"E \'IALLEN DUKES, CAROLYN GAY WALLEN DEAN and SUSAN ,\NNE
WALLEN DONAHUE "nd to any child or children that have been or may be
born to or adopted by me, in shares of substantially equal value to be
divided as they may agree.
a. If any of my children shall not survive me, then the
share of that deceased child shall go to the descendants of that child,
who are to take per stirpes and not per capita. If any of my children
shall not survive me and shall not be survived by any descendants, then
the share of that deceased child shall be distributed to my surviving
children and the descendants of any of my other children who fail to
survive me, in the manner s~t forth above.
b. If they are unable to agree, the division among my
children and the descendants of any of my children who fail to survive
me shall be made by my Personal Representative, in that person's sole
and absolute discretion. I empower my Personal Representative to sell
any or all of such property, if such property is not distributed in
kind hereunder, and to distribute the proceeds among my said children
in substantially equal shares. Any determination of my Personal
Representative as to what should pass or be sold under this paragraph
and to whom it should pass or be delivered or at what price it should
be sold shall be conclusive.
~~~~ C--j7. '~t-L._ "
PAGE 2
OF 5 PAGES
/!^f'
cf',,--
M /Jfl.____
,
\
FOURTH: If any beneficiary to any share of my estate which is not
subjp.ct to the provisions of any trUGt which may be created by this
will is at the time of distribution of his or her share. a minor under
the laws of his or her domicile. I direct that the minor's share be
converted into qualifying property and delivered to the minor's
Guardian as Custodian for the minor under the Uniform Gifts to Minors
Act or the Uniform Transfers to Minors Act as may then be in effect in
either the s';ate in which the beneficiary or the Custodian resides, or
any other state of competent jurisdiction.
a. The Uniform Gifts to Minors Act or The Uniform Transfers
to Minors Act, as may then be in effect in the state concerned, is
hereby incorporated by reference. The property affected by the Act
shall be managed, held, and distributed in accordance with the
provisions or the Act.
b. The financial cu~todian will ser'le without bond or surety
and without intervention oE any court. except as required by law.
c. The receipt by the Custodian, fer the minor, of any
principal or income transferred pursuant to this paragraph shall be a
full acquittance and discharge of my Personal Representative or
Trustee, as applicable, from liability with respect to such transfer
and from further accountability for the principal or income so
transferred.
FIFTH: Except as otherwise provided in this Will, I have
intentionally failed to provide for any other relatives or other
persons, whether claiming to be an heir of mine or not. I,sofar as I
have failed to provide in this Will for any of my issue now living or
~?ter born or adopted, such Eailure is intentional and not occasioned
by accident or mistake.
SIXTH: Any beneficiary who fails to survive until one hundred
twenty (120) hours after my death shall be deemed to have predeceased
me, and the gift to that beneficiary shall be disposed of accordingly.
SEVENTH: Definitions:
a. The term "children" as used in this will includes adopted
and afterborn persons. The term "children" as used in this Will shall
not include step-children, the natural born or adopted children of. a
person's spouse who are not the natural born or adopted children of the
person. A relationship by or through legal adoption shall be treated
the same as a relationship by or through blood for purpose of
succession to property under this Will.
tl~ ~.1C\ ~
/IT
d1lA
PAGE 3
OF 5 PAGES
)
b. The term "descendants" as used in this Will means the
immediate and remote lawful, lineal descendants by blood or adoption of
the person referred to who are in being at the time they must be
ascertained in order to give effect to the reference to them.
c. The term "Personal Representative" as used in this Will
means Executor, Executrix, Independent Executor, or any other title of
like import which is used to describe such a fiduciary.
d. The term "per stirpes" as used in this Will means that
whenever a distribution is to be made to the descendants of ~ny person,
the property to be distributed shall be divided into as many shares as
there are (1) living children of the person, and (2) deceased children,
who left descendants who are then living, of the person. Each living
child (if anv) shall take one share and the share of each deceased
child shall be divided among his then living descendants in the same
manner.
EIGHTH: In addition to any powers granted by the laws of the
state in which this Will is probated, I hereby authorize and empower
the fiducia:ies named in this Will, to the extent of the discretion
herein granted, to sell, exchange, convey, transfer, assign, mortgage,
pledge, lease or rent the whole or any part of my real or personal
estate, to invest. reinvest, or retain investments of my estate, to
perform all acts and to execute all documents which my fiduciaries may
deem necessary or proper in regard to my property. If any of my
fiduciaries elect to receive compensation for services, such
compensation will be that allowed by law.
NINTH: If any part of this Will shall be invalid. illegal, or
inoperative for any reason, it is my intenti~n that the remaining
parts, so far as possible and :easonable, shall be effective and fully
operative. Ny Persona~ Representative may seek and obtain court
instructions for the purpose of carrying out as nearly as may be
possible the intention of this Will as shown by the terms hereof,
including any terms held invalid. illegal, or inoperative.
/) rj~' .
C/~_<- c;-;. ~- <> ............. ~
PAGE 4
OF 5 PAGES
~
LtL~
'.
. ,
COMf10NWEALTH OF PENNSYLVANIA
COUNTY OF CUNBERLi\ND
ACKt10WLEDG~lENT
I, VERNON G. WALLEN. 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 Will; that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
.~--)
t!--..-.-"
VERNON G.
C:jI, fl-~ \
WALLEN
(
~
(SEAL)
AFFIDAVIT
G,/ /")~,.;,' C
We, j;::P&r /- /C,,"1f,ch!J' c;siu~ t:uf!6e:;- . and
~~(~\\~\( _ \\t\.:~':::, ,the witnesses, sign our names to this
instrument, being d'lly qualiEieo:l according to law, do depose and say
that we were present and saw the testator sign and execute the
instrument as his Last Will; that the testator signed willingly and
executed it as his free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight of
the testator signed ~he will as a witness; and that to the best of our
knowledge the testator was at that time 18 or more years of age, of
~ nd under no constraint or undue influence.
<-. ~..~ .0 7:5:~ ~ ~.J) Je (~') ~ ..~\~~)Y'Y..L.~\
-Witness l'litness!/ Witness \
Subscribed, sworn to and acknowledged before me by VERNON G.
WALLEN, the testator, and subscribed and sworn to before me by
,@~ P ,6;,.~kP E " Ic-r( Gc-ve Gt! and
~\\2.\r~ Y- '\\\\J... <.,. ,the witnesses, this 15YI.. day of
~8'~ ',::J!S.e x!["
~ARY P[)SLIC (~NY Commission ExP':'--~'I4"I",;.13_"1 .
l Kim C. Guyer.I.lolary Public I
Carlisle Boro. Curnb9rland County
fAy Commission Expires Nov. 10. 1997
. '.'i ::m.Pel'lf\S\'tv;1lla..~.o1otl~o~
/ 5-/!() -/:{
BUREAU OF INDIVIDUAL TAXES
U..:RIfAHC[ fAX DIVISION
DEPf, 1I0"OI
HARRISIURO, PA l11ZI-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE DF INItERITANCE TAX
APPRAISEMENT. ALLOWANCE DR DISALLOWANCE
DF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES E FRIEDMAN ESQ
PO BDX 885
HBG PA 17108
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-16-96
WALLEN
04-23-96
21 96-0504
CUMBERLAND
101
AMount R..ittad
(~
*
11,."""'"11'.'''
VERNON
G
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiiY=is'47-Ex-iif:ii-nZ:9iij-NDYicE--OF--fNHEififiliicn'-AinippRiiisEHENT-,uiii.Diiiiliicroli---m-----------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WALLEN VERNON G FILE NO. 21 96-0504 ACN 101 DATE 12-16-96
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of abh returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Lina 14 at Spousal rat. (15)
16. Anount of Lina 14 taxable at Lina.I/CI.s. A rat. (16)
17. Anount of Lina 14 taxable at Collat.ral/Clals Brat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I est.t. (Schedule A) (1)
2. stocks and Bonds (Schedule 8) (2)
3. Closely Held stock/Partnership Intera.t (Schedule C) (3)
4. Hartg.ga./Hot.. Raceivable (Schedule OJ (4)
5. Cash/Bank Deposits/Hi.c. Personal Property ISchedule E) IS)
6. Jointly Owned Proparty ISchedule F) (6)
7. Transfers ISchedul. G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expanses/Adn. Costs/Hisc. Expenses ISchedule H) (9)
10. Oebts/Hartgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Hat Value of Tax Return
13. Charitable/Governmental Bequests ISchedule J)
14. Het Value of Estate Subject to Tax
NOTE:
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST (-I
I CItANGED
.00
19.310.28
.00
.00
22.211.09
.00
.00
(8)
4,701.22
.00
1111
(12)
1131
(14)
36,820.15 X .00=
.00 X .06=
.00 X .15=
I1BI
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To in sur. proper
credit to your account,
subnlt tha upper portion
of this forn with your
tax paYllent.
41, 521. 37
4.701 17
36.820.15
.00
36.820.15
.00
.00
.00
.00
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TDTAL DUE IS LESS TitAN $1, ND PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE DF TItIS FDRM FOR INSTRUCTIDNS.I
~~ W. :n:ll
<0 ~
t.1 ((' ~
" c:> ~
C") r, :1;
-
W
RE$[RYATlOHI
11 :B ;:.::;",J
N (i)9-
"T]C c; --
E,h'" of decedMh dVl"ll on or befan Den...' II. .'., q II "''1 ,,,hIt. Inl"..1 In t~ il.a.. IOran".tred
In po.....lon ar ~JD'I.~t to CS... I Ceollot.f.l. ~'I.I.tl.. of the dlcldent .,t., the ..plr,'lon of any ..tot. for
11'. Dr far Y..'" the Co.-onw..lth hereby .",...Iy tll.rv.. the ,Ilht to ~p,.I.. .nd ...... ttenlf., InherltBnCo Tax..
.t the law'ul Clt.. I Ceo.11','I" r.'. on en., luch fulur. Inl.,..I.
P\JlPllU OF
NOTICE I
To fulfill tho nqulr...nh of "c\lon IIU of thll .'"I,fllaml''''' 1".'1 I.. Act. Act II of .991. 12 P.S.
Section ztU.
PAYMENT I
a.tlch thl top portlon of thlt NoUn lWld '11lt.1I ..lth 'four po,...,1 10 U.. If"lttor of ..lIlI prlntad on the rov.,.. ,Id..
...".... check or .onl", ardor pnlbl. tal RI:OJI'I:" or MlLLI, AutH'
All ply.ents nc.lvad ,hIli flr.t bo .pllad to .", lnl.,." whhh ..y b. due ..Uh "'1 r...lnd.r appllad to tM ta..
REflllD (CRJI . r.fund of a ta. credit, which .... not ,.qu..'ad an 'h. f.. ..turn, ..y ba r.qu..t.d b1 co."latlng ." "Application
for Rafund of Penn.ylvanl. InharUItftC. end ,.,.,. h." ulv.allU. ApplluUoo. .r. I'I.U.aJI. at tM Dfflc.
of the R.gI.tar of Will., any of ,he II ..v.nua DI.'rlc' Offlt.., Dr by t.lalng ,he .paclal Z4.hour
."....rlng ..rvlc. nuabar. for for.. ord.r'ntl In Penn.v'v~l. a..oO'S.'-IO\O, ou'.lda Penn.yl"anla and
..lthln local H.rrhburg ar.. (7111 '11"11''', 100' IIU' '"."U m..rlng lap.lred Only'.
OIJECTIDNSI Any p.rty In In'ar..t not ..tl,fl.d ..Ith th. appr.I,..ent, allowance or dl..llowance of d.ductlon., or .......ant
of t.. (Including dhcount or Inter..U .. ahown 00 'hh NoUn aua' obJ.c' within .ht, (601 d.y. of r.celpt of
thh Notice byr
.....rlttan prate" to the PA O.p.rtaent of AI'lenu8, la.rd of App.als, Dap" 111011, Itarrlsburg, PA
....I.ctlon to have tM ..tt.r d.t.,aln.d .t audit of 'h. lICCoun' .1 tha p.r.onal rapr...n'atl"a,
".appaal to the Orphen.- Court.
17128-lOZl,
OR
DR
Am.IN
ISTRATIVE
CDRRECTIDNSr
Factu.1 .rtor. dl.coy.rad on thl. ....a.eent .hould he ~r.aa.d In ..rl'lng '01 PA D.p.rt.ant of R.venue,
lur..... of Incllvldual ,...., AUNI POl' A......ent .avl... Unit, Dapl. 180.11, HarrlsbUr" PA 17128-0601
Phone (7171 787-6S05. S.. p... !I 01 the bOcMola' "In.tructlona far Inh.tltanu h. Aaturn tor a R..ldant
Daead.nt.. (REV-IS01. far an a.plan.'lon of .d.lnl.tr.tlv.ly carr.ctabl. .rror..
DISCClC.ltT I
If ..,y t.. due It p.ld ..lthln thna (1) ulendar aon'h. .Uar Ih. daudantt. d..lh, a fI". parcant CS:U dhcount of
the ta. paid I. allowad.
PENALTY:
Th. 15X t.. ..na.ty non-participation pan."v I. co~'.d on th. 'otal of th. ,.. .nd Int.r..t .......d, and not
p.ld b.for. January 18, 1"6, lha fir.' day ."ar 'ha and 0' Ih. t.. .an..'y p.rlod. 'hi. non-p.rtlclpatlon
panelty It epp..labl. In 'h. .... ..-,ner IW\4I In tha 'h. .... 'I.. ....r lod .. you would APP..I the t.. and In"r..t
th.t h.. bean .......d .. Incllnted on 'hit notlu.
INTEREST:
In'.r..t h chtrgad b.,IMln, wUh fir.' dlY of dallm,,,ene,, or nine I.) .onth. ItMd OM C1) d.y fro. the d.t. of
de.th, to tha data of p.ya."t. ,.... which bac... d.II"...n' b.'ore JInlI.ry " 1911 b..r Int.rut at the r.'. of
.Ix (6Xl p.rcant pat ~ calcul.tad ,I a lIell, n'. of .alll'''. All ,.... whlth b.c... d.lInquent on end .ttar
January 1, l'U ..III b..r Int.r..' .t . r.'. whlth ..Ill "ary Iro. ulandtt yllr '0 calander y..r with th.t nt.
announc.d by the PA D.p.r'..,,' 01 A."...... Ih. ...pllcabl. In'.r..' r.t.. for 1.11 Ihrough "" .r.r
'!.!!! In'.rul A.'. O.lh 'n"'''' I,dor I!!! In'.r..' Ma'. nallv Inl.r..t fiItC'or
"Il lOX .lInu I'" OX .00QZlIt1
"81 loX ...u,. '....'''1 IIX .aOOSlI
1t8~ IIX .onnl I'" OX .oaOl~1
I"S In ...",. 1"'-1"" IX .0001.2
".. lOX ....". 1"'-'''' OX .OOQZU
ulnt.r..' It calcul.'''' 00 fait....
INTEREST. BALANCE or TAX UNPAID X NU"IER or DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Hatlea '''uM .ft.r lhe I.. b.u", d.II~' 111'1 r.fl.ct M Int.r..t c.lcul.tlon to flft"" (15) day.
beyond the d.'. .1 'h. ............. II ,.pan, It .ade .tt.t the In'.r..t caput.Uon det. shown on the
Hatlea, IIddltlonel Inh,.a' ..", be calcula'ad.