HomeMy WebLinkAbout96-00534
I'ETITION FOI{ I'IWBATE lIntl GRANT OF LETTERS
No.
To:
:J.J~qfo-5;d
Register of Wills lilr the
County of Cumherlallll in the
Commonwealth of Pennsylvania
Your petitioner, who is 18 years of age or older and the Executrix named in the last will of the
above decedent. dated April 29, 1993 and eodicil(s) dated [nonel,
Decedent was domiciled at death in Cumberland County, Pennsylvania. with his last Illlnily or
principal residence at CUlllbcrlllnd CrossinJ:s Rctircmcnt Community, Onc LonJ:sdorfWlIY, Carlislc,
South Middlcton Townsbip,
Decedent. then 94 years or age, died ,Iunc 15, 1996, at Cnmbcrland CrossinJ:s Rctircmcnt
Community, Onc LonJ:sdorfWlIY. Carlislc, I'A.
Except as follows. decedent did notlllarry. was not divorccd and did not have a child born or
adopted after cxcculion of the will ol'lcred for probate; was notthc viclim of a killing and was never
adjudicatcd incompetcnt:
Dcccdenl at death owncd property with estimated values as follows:
(If domiciled in Pa.) All personal property
(lfnot domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Valuc of real estatc in I'ennsylvania
situatcd as follows:
$ unestilllatcd
$
$
$ none
WIIEREFORE, petitioner respectfully requests the probate or the last will and codicil(s) presented
herewith and the granl or letters tcstlllllcntary thereon.
Ihl a. ~":"e d. J~~.-<1--J
Max'ine A. Sitcs
462 Bloserville Road
Newville.PA 17241
(717)776-6408
-----------------~---------~------------------------------------------
------------------.---------------------------------------------------
OATil OF I'ERSONAL REPRESENTATIVE
COMMONWEALTII OF PENNSYLVANIA)
: SS,
COUNTY OF CUMIlERLANU )
The petitioner above-Immed swears or allinns that the statements in the lilregoing petition are true
and correct to the best of the knowledge "nd belieI' of petitioner and that as personal represel1tUlive orthe
abovc decedent, petitioner will weiland n'uly administer the estate according to law.
!J7jC;~'1~ iU4X7~
Maxine A. Sites
Sworn to or allinned and subscribed
bclilrC me this 10th day or
Lj July, . 19 96. ,
. 7!r1/!: ,(li'\.r:~ '/' 1..::" -:...,1(;).'j
MaW C. LeW1S Register .
Ij:I/,), -13
No, 21-96-534
Estllte of RALPH E, \VEIGEL, Deeellsed
DECIH:E OF I'IWIIATE AND GRANT OF LETTEI{S
AND NOW, July 10th , 1996 , in eonsiderution of the pelilion on the
reverse side hereol', salislllclory prool'having been presented beli.lre me,
IT IS DECREED Ihut the instrumenl dated April 29, 1993 described Iherein be ndmilled 10 probale nnd
filed ofrccord ns Ihe last will ol'Ralph E. Weigelnnd Letters Teslnmenlnry nre hereby grunled 10 Mnxine
A. Siles.
Will Book #
Page
C'; ',-' ,
" ,
. ',; (..{.tc("P
Regisler or Wills
FEES
Probale, Letters, Elc.
Short Certificates( 1 )
Renuncialion
x-Page (2)
JCP TOTAL
Stephen L. Bloom
49811
MARTSON, DEARDORFF, WILLIAMS & ana
10 Easllligh Slreel
Carlisle, PA 17013
(717) 243.3341
$ 25.00
$ 3.00
$
$ 6.00
$ 5.00
39.00
Filed July lOth,1996
Called Attorney on 7-11-96.
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CERTIFICATE OF DEATH
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LAST WILL AND TESTAMENT
I, RALPH E, WEIGEL, of the Borough of Carlisle, Cumherland County, Pennsylvania,
being of sound and disposing mind and memory, do herehy make, puhlish and declare this to
be my Last Will and Testament, hereby revoking any ami all fonner Wills or Codicils by me
made,
I.
I direct that all my just debts, funeml expenses, testamentary expenses and all inheritance
taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall
be paid from my residuary estate as soon as pmcticable after my decease and as part of the
administration of my estate. My Executor shall have no duty or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds of insumnce or other property
not passing under this Will.
2.
If my spouse shall survive me by thirty (30) days, then I give, devise and bequeath all
of my estate, both real and personal property, unto my wife, ERMA A. WEIGEL, absolutely.
3.
In the event my said wife, ERMA A. WEIGEL, shall predecease or fail to survive me
by thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal
property, unto FIRST UNITED METIIODIST CHURCH, Carlisle, Pennsylvania.
4,
I nominate, constitute and appoint MAXINE A, SITES as Executrix of my estate.
S,
I direct that my Executrix shall not be required to tile a bond to secure the faithful
perfonnance of her duties in any jurisdiction.
6,
I authorize and empower my personal represelllative, in her sole and absolute discretion,
to purchase or otherwise acquire and retain any investments of which I die seized or any real
or personal property of any nature; to sell, lease, pledge, mortgage, transfer. exchange, dispose
R.CV'
R.E.W.
Page I of 3 Pages
....
COMMONWEALTII OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
)
I, R.1lph E, Wcigcl, Tcstator, whosc namc is sign cd to thc allachcd or foregoing instrumcnt,
having been duly qualified according to law, do hcreby acknowlcdge that I signcd and cxccutcd
thc instnnncnt as my Last Will; that I signcd it willingly; and that I signcd it as my free and
voluntary act for thc purposcs thcrein cxpresscd.
It ~ )
fzt f ~ [>17
Ralph . WcigcI '?-
Sworn or affinncd to and acknowledged bcfore mc by Ralph E, Wcigcl, thc Tcstator, this
O1C1H1.day of ~, 1993,
~O/r-~ n~.;J
Notary Public (J-
C Nctar.aJSeal
COMMONWEALTII OF PENNSYLVANIA) ConinoLM,.""NowyNic
SS Cm:,,:.. !leIC C~"T>betllrd COlJ11y
:. Myr.('rnn'l_-:,t:-::lI:g"rr:J~.1Jy?2.1995
COUNTY OF CUMBERLAND ) Men.ber, I'UllriS;;',","AssouallOnOI No:anos
We, S fephe.n J.., /31 OOr-17 ~ lLh I ila.;,7 :]), ,-1,;wcl/ -
the witncsses whose names are signed to the allached or foregoing instnllncnt, being duly
qualified according to law, do depose and say that wc were present and saw Ralph E, Weigel,
the Testator, sign and execute the instnllnent as his Last Will; that the Testator signed willingly
and that the Testator executed it as his free and voluntary act for the purposcs therein cxpressed;
that each of us, in the hearing and sight of the Tcstator, signed thc Will as witnesses; and that
to the best of our knowledgc thc Tcstator was at that time 18 or more years of agc, of sound
mind and under no constraint or undue influence.
~~~-
Address I() IE, flt~n .s,.
t!AtfLISI.. E .--, .P/J 11013
/; / ,'" / / ;;
/. it ~ - 1 ,,'~, '
Address t)-,
0ll/.
Sworn or affinncd to and subscribed bcfore mc this cl..ctln day of /1pr/ /
1993,
~-n.'~ a 2flv"'~')
Notary Public
No',,'lr.aJ Seal
Conino L 10+,""", Nowy Nic
Ca"S(' (30(0 CiJ~bt.>r1tl~J Ccurrty
M:,' r.~"'1"::-r':~' f:I:.'or~~; ~.IJ',' 22. 1!)95
Ml",'~(. rl..-nnsJt;.li\aJ\isoo.Jtlon 01 No:.a.~
Page 3 of 3 Pagcs
,;
-
CERTIFICATION OF NOTICE tiNDER RULE S,6{al
Name of Decedelll:
RALPH E. WEIGEL
Dale uf Death:
June 15, 1996
File Nu,
21-96-534
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 of Ihe above-captioned estate on or about August I,
1996:
~
Address
First United Methodist Church
64 East North Street. Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: August I, 1996
Signature
Name
~/-d
~, '-~~-
--Stephen L. Bloom
MARTSON, DEARDORFF, WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Counsel for personal representative
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COMMON'M:Al HI or I'[NN5Vl\,ANIA
[)["AlUMrNT or J4LVlNUl
Ol:l'T21lCf.ol
IWtmsounO.I'A 171211 0601
DECEDENT'S NAME IlJIST, FIRST, AND MIDDLE INITIAL)
WEIGEL, I{ALI'II E.
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tU-ERIT ANCE TAX RETURN
RESDENT reCEDENT
(TO BE FLED N DlPLlCA 1E
\MlH REGlSlER OFWLLS)
for datos 01 death after 12/31191 chock hero If a
spousal poverty credit I! claimed
FILE NUMBER
21 %
COUNTY CODE YEAR
5H
NUMBER
I
"
DECEDENT'S COMPLETE ADDRESS
Cumberlaud Crossings Retiremenlllllllle
DATE or OIRTlI Carlisle. I'A 17ll 13
ll3/() l/ll2 COUNTY Cumberland
SOCIAL SECURITY NUMOER AMOUNT nECEIVED (SEE INSTRUCTIONS)
50CIAl5lCUlllTV NUMU[f1
151).2.1.9758
DATE or OEA TIt
ll6l15/%
I' ~lplo(.ablll SUf'\l1'f1OQ Spou... Name (lall. r..., And MI(jd\e In,lI.ll
1, Original Return
2, Supplemental Return
3, Remainder Return
(for dates of death prior to 12.13.82
5, Federal Estate Tax Return Required
<h!i:
l:!l!l
~2
4a, Future Interest Compromise
(for dates of death alter 12.12.82)
6. Decedent Died Testate 7, Decedent Maintained a living Trust
(Attach copy of Will) (Attach copy of Trust)
. All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
'NAME COMPLETE MAILING ADDRESS
Slephen L. l3Ioom MARTSON, DEARDORFF. WILLIAMS & ana
TELEPHONE NUMOER 10 East lIigh Strcet
(717 )243.3341 Carlisle,l'A 17013
4, limited Estate
8, Total Number of Safe Deposit Boxes
z
o
~
E
0.
<j
W
a:
1, Real Estale (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages and Notes Receivable (Schedule D)
5. CashhBank Deposits & Miscellaneous Personal Property
(Sc edule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (Schedule L)
8. Tolal Gross Assets (tolal Lines 1.7)
9. Funeral Exp.enses, Adminislrative Cas Is. Miscellaneous
Expenses (Schedule H)
10, Debls, Mortgage Liabililies. liens (Schedule I)
11, Total Deductions (tolallines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
13, Charitable and Government Bequests (Schedule J)
14, Nel Value Subject to Tax (line 12 minus line 13)
15. Spousal Transfers (for dates of death after 6.30.94)
(Include values from Schedule K or Schedule M)
16. Amount of line 14 taxable at 6% rate
(Include values from Schedule K or Schedule M)
17. Amount of Line 14 taxable al15% rate
(Include valucc from Schedule K or Schedule M)
18. Principal tax due (Add tax from lines 15, 16. and 17)
19, Credits Spousal Poverty Credits Prior Payments
(1)
(2)
(3)
(4)
(5)
(6)
(7)
6,825.97
6.825.97
(9)
(10)
(8)
6,980,8ll
17.86\.47
(11)
(12)
(13)
(14)
0,00 x .00 =
O.Oll x .06 =
ll.OO x 15 =
(18)
Interest
0,00
rulO
O.Oll
24.842.27
insolvcnl
0.00
0.00
(15)
(16)
(17)
z
s
5
~
u
x
~
Discount
+ + (19)
20. If Line 19 is greater than Line 18, enter the difference on Line 20, This is the OVERPAYMENT (20)
A, 0 Check here If you are requesting a refund of your overpayment.
21, If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE.
A, Enter the interest on the balance due on line 21A,
B. Enter the Iota I of Line 21 and 21A on Line 21B, This is the BALANCE DUE,
Make Check Payable to: Register of Wills, Agent
.. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ..
Under p'enalties of pe~ury, I declare thai I have examined thiS return. Including accompanying schedules and stalements, and to the best of my knowledge and
belief, It is true. conoet and complete. I declare that all real estate has been reported at true market value. DeclaratIOn of preparer other than the personal
representative Is based on alllnformalion of whiCh preparer has any knowledge.
SIGNATURE OF PERSON RESPONSI~'f FOR F1l.'.NG RETURN ADDRESS OA1[
"I?h7,L<..,':..t.; If. /'J~ <L J'~i:loserville Rood. Ncwvillc, I'A 17241 ~~ - '1 - 'J (.;
SlGNiTUR~.A.RER~Hf:R !HANAEPRESENTATIVE ADDRE~ ~ . ') OAt[
____r----7---'--';/.,~- 10 I:. IhghSt"Carhsle. IA 17013 ''; j, "6
(21)
(21A)
(21B)
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PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN (X) IN THE APPROPRIATE BLOCKS.
1. Old the decedent make a transfer and:
x
X
X
X
a. retain the use or Income of the property transferred,
............................................
b, retain the right to designate who shall use the property transferred or Its Income,
c. retain a reversionary Interest; or
....................................................................
d. receive the promise for life of either payments, benefits or care?
............................
2. If death occurred on or before December 12,1982, did decedent within two years preceding death
tranefer property without receiving adequate consideration? If death occurred after December 12,
1982, did decedent transfer property v.lthln one year of death without receiving adequate
consideration?
.....................................................
3, Old decedent own an 'In trust' bank account at his or her death?
.................................
IFTHEANSWERlO Am OF THE ABOVE QUESTIONS ISYES,
YOU MUST COMPLETE SCHEDULEG AND FLEITAS PART OF THE RETLRN.
X
X
*'
ScheduleJ
Beneliclllios
COMUOfNtotAl TIl OF PENNSYLVANIA
INHERitANCE TAX "[tUftN
REI!O[N'DeCEDtNT
ESTATE OF
WEIGEl., RAI.I'II E,
ITEM
NUMBER
. A, Taxablo Boquoato:
..........................................................,.........................."...........................,.............0......,...........................................................o...Ilo.............................................,...
FILE NUMBER
5301 Eslalc %
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
SHARE OR AMOUNT
OF ESTATE
~~~lrEM-~~
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B,Charltablo and Govornmontal Boquosts:
........r:.........FriSrUilii.C'a..lV!ciTiO'ais"fCTiiircTi;.'Ciirli'STC';.Pi'i..................................................................................................................1"........................................Il:O.O
......................,......,..........................................................................................................................................................................................'1".................................................
....................................................................................................................................................................................................................................................................................
~:~:~:~~~::~~~::::::~:::::~::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::~::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::r:::::::::::::::::::::::::::::::::::::::::::::::::1
I I
............................................................................................................................................................................................................................\.................._...............................1
Schedulo J TOTAL
0,00
2033 0001
653 Y
FINANCIA~11
TRUST CORP
-
-
STATEMENT OF ACCOUNTS
000451886
STATEMENT PERIOD
FROM THROUGH
5-29-96 6-27-96
PAGE 1 OF 1
c
RALPH E WEIGEL
CLO MAXINE A SITES POA
462 BLOSERVILLE RD
NEWVILLE PA 17241-9709
2 ENCLOSURES
<
~OW ACCOUNT
PREVIOUS DEPOSITSI CHECKS/
.TATEMENT BALANCE CREDITS 3 DEBrTS 2
3,212,51 1,498.51 4,626.35
ACCOUNT: 000451886
SERVICE
FEES
.00
ENDING
BALANCE
84.67
rNTEREST PAID THIS YEAR
ACCOUNT/INTEREST INFORMATION
23.25 FED TAX WITHHELD THIS YEAR
.00
)ATE ACTIVITY DESCRIPTION REFERENCE
)5-29 BEGINNING BALANCE
)6-03 US TREASURY 303
SOC SEC 060396
159249758A SSA
mm- C ex 934 00100301950
- n!':TT) 00502102050
) - CK 935 00100006800
)6-27 INTEREST CREDIT
)6-27 ENDING BALANCE
DEPOSITSI CHECKSI
CREDITS DEBITS
694.00
BALANCE
3,212.51
101.60
800.00
~, 524. 75)-5ch::r
4.51 ~I
3,906.51
(4;~~~Jt
84.67
84.67
-K
CHECK NO
934
~OTAL NUMBER OF CHECKS
CHECK
* INDICATES SKIP
AMOUNT
101.60
2
SUMMARY
IN CHECK NUMBERS
CHECK NO
935
TOTAL AMOUNT OF CHECKS
AMOUNT
4,524.75
4,626.35
ANNUAL PERCENTAGE YIELD
ANNUAL PERCENTAGE YIELD
AVERAGE DAILY COLLECTED
INTEREST EARNED
EARNED DISCLOSURE FROM
EARNED
BALANCE
5-29-96 THROUGH
2.01%
2,749.18
4.51
6-27-96
***
..
5CH. E.
"
I--k.rn
I
3
DIRECT
INQUIRIES TO:
F LNANCIAL TRUST COMPANY
ONE WEST HIGH STREET PO BOX 220
CARLISLE PA 17013-0220
..,,~ .,Jt? .,."....
E-n------------ --.--... __h___ --- ....----
OATEI 07/29/96 COMMONWEALTH Of PENNSYLVANIA
OEPA~TMENT Of PUBLIC WEL'AAE
"'-- ---~~-----~.. .-- '-'_._-~"---
STATEMENT Of CLAIM
.-....--. -- "... -._-~
-- ..--- --..---
'''--'r--''
~ NAIlE WEIDEL, RALPH
10 240131350
MEOICAL " ClASS 3 CLAss 6 ,
INPAIIENT 0,00 0.00
OUTPAIIENT 9,35 0,00
LOND TEAM CA~E T2.996,08 0,00
ORUD 331.29 0,00
'),:TotAL' 13.336,72 0.00
:<.~t,:,'.
I-.i "
'TOTALRElllllliRSEMENTTO OPW :, '
.' '..->....,., .... ,. ..... .
....,','. .
I
13,336.72 I
SCH.
\ "
IT
J
T~~
\
\\llh\7q(lH.\\11
"1~7IQj..dm
LAST WILL AND TESTAMENT
I, RALPH E. WEIGEL, of the Borough of Carlisle, Cumherland County. Pennsylvania,
being of sound and disposing mind and memory, do herehy make, puhlish and declare Ihis to
be my Lasl Will and Testamelll, hereby revoking any and all fonner Wills or Codicils by me
made,
1.
I directlhat all my just dehls, funeral expenses, testamenlary expenses and all inheritance
taxes (whether such taxes may be payable by my estate or by any recipient of any propeny) shall
be paid from my residuary eslate as soon as practicable after my decease and as pan of the
administration of my estate, My Executor shall have no duty or obligation to obtain
reimbursement for any such tax so paid. even though on proceeds of insurance or other propeny
not passing under this Will.
2,
If my spouse shall survive me by thiny (30) days, then I give. devise and bequeath all
of my estate, both real and personal propeny. unto my wife. ERMA A. WEIGEL, absolutely.
3.
In the event my said wife. ERMA A. WEIGEL, shall predecease or fail to survive me
by thiny (30) days, then I give, devise and bequeath all of my estate, both real and personal
propeny, unto FIRST UNITED METHODIST CHURCH, Carlisle, Pennsylvania.
4.
I nominate. constitute and appoint MAXINE A. SITES as Executrix of my estate.
5,
I direct that my Executrix shall not be required 10 file a bond to secure the faithful
perfonnance of her duties in any jurisdiction.
6.
I authorize and empower my personal representative. in her sole and absolute discretion,
to purehase or otherwise acquire and relain any investments of which I die seized or any real
or personal propeny of any nalllre: to sell. lease, pledge, mongage, transfer, exchange. dispose
[{CW
R.E.W.
Page I of 3 Pages
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, Ralph E, Weigel, Testator, whosc namc is signcd to the attach cd or foregoing instnllllent,
having been duly qualified according to law, do herehy acknowledge that I signed and executed
the instnllllcnt as my Last Will: that I signed it willingly: and that I signed it as my free and
,",,"",,, ,,' r" "" P"""'''' ''''rei, "pre..,". ~ '
RrzL [~ ell
Ralph . Wcigel ~
Sworn or aftinlled to and acknowledged bcfore mc by Ralph E, Weigel, the Testator, this
Oi'q .vi. day of CLp<i..L, 1993,
Cv't.~~ nkv~"-'.;J
Notary Public :J
) C Comoolf~:,~~, ~PWc
55 c~r.~,:tl Ocre C~~tlI1l1.lrd Ct\Jnty
:. '.4'1' (,t:'"1n..;.:I:-.... ~)~rP$ '.hl?2. 1995
COUNTY OF CUMBERLAND ) ~1c",liTi>~'""'-,\WV;;llOnotNOlanO:l
We, Sfcpheo /.../3!ocM ~ lUt/i{(~...;'7,J), ,-bwc/I -
the witnesses whose names are signed to the attached or foregoing instmment, being duly
qualified according to law, do depose and say that we were present and saw Ralph E. Weigel,
the Testator, sign and execute the instmment as his Last Will: that the Testator signed willingly
and that the Testator executed it as his free and voluntary act for the pU'1'oses therein expressed:
that each of us, in the hearing and sight of the Testator, signed the Will as witnesses: and that
to the best of our knowledge the Testator was at that time 18 or more years of age, of sound
mind and under no constraint or undue innuence.
~~~-- -
Address /f) E, HIt1;-n S"
t!..1-I/hISI..E ~/'/J 17013
, '"
'7,"/(" () /
/... II --.. .~ ,....-,.
Address 10 "
(;;:1.
COMMONWEALTII OF PENNSYLVANIA
Sworn or aftinlled to and suhscrihed hefore me this a~ /17 day of /1pr, '/
1993.
(~k-"':--(.' >r1r'''~/)
Notary Public
[4ComooL1't:'.~~"VPWc
Cil" ~(' neve CuT.[)!fl,ll"'d Ccunty
v!c=.'"':....,::,'.:~ F.l~fe$ f.'J';22. 11JS
Page 3 of 3 Pages r,:""""",~;;ncs;'olI""'~l.OOOI""O:or""
-/1"-1'
I,,'). I.~I ~}
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
aUREAU OF INDIVIDUAL TAXES
INI1(III1&N([ TAil DIVI~IOH
DlPI. 110bOl
IlAPNISBUJlC, fll lIlla-DhOI
NOTICE aF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
STEPHEN L BLOOM
M~RTSDN ETAL
10 E HIGIJ ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
,
PA 17013
r
11-19-96
WEIGEL
06-15-96
21 96-0534
CUMBERLAND
101
Anount Renltt.d
C',
i~.JJlll.
'~
11'-1'" 1111. llt"tI
RALPH
E
I
I
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 ~
iiEV:iSi,"i"EiCAF'puiiiF96Y"iifi'r"icE""o"uiNHEiiiTAiicE-i:Ax-APPRiiisEHEii'r-;"Ai.DiwAiicE-iili---u------mm
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEIGEL RALPH E FILE NO. 21 96-0534 ACN 101 DATE 11-19-96
TAX RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Red Eat.t. (Schedule A) ell
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held StDck/P.~tn.rshlp Int.r..t (Schedule CJ (3)
4. "artDaD../Not.. Receivable (Schedule DJ 141
S. Cash/Bank Deposita/Hi.c. Parsonal Property (Schedule El (5)
6. Jointly Owned Property (Schedule fJ (6)
7. Transfars (Schedule G) 171
8. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Expanses/AdM. Costs/Hi.c. Expanse. ISchedule HJ 19J
10, D.bts/Mortg.g. Ll.bllltl.s/Ll.ns (Sch.dul. II 1101
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern..ntal Beque.t. ISch.dule J)
14. Net Value of Eat.te Subject to Tax
NOTE: If an assessment was
rBflect figures that
ASSESSMENT OF TAX:
15. A.aunt of Line 14 at Spou.al
16. A.ount of lIne 14 taxable at
17. A.ount of lIne 14 taxable at
18. Principal Tax Du.
TAX CREDITS:
PAYMENT
DATE
CHANGED
.00
.00
.00
.00
6.825.97
.00
.00
181
6,980.80
17 ,861.47
(111
(121
(131
(141
NOTE: To insure prop.r
cr.dIt to your eccount,
sub. it the upp.r portIon
of this for. wIth your
t.x pay..nt.
6.825.97
'4.84' n
18,016.30"
.00
18.016,30"
iSSUBd prBviDusly, linBS 14, 15 and/or 1&, 17 and 18 will
includB thB total Df ALL rBturns assBssed tD date.
rat.
Lin.al/Cle.. A rat.
Collat.ral/Class Drat.
(151_
1161
IHI
RECEIPT
HUMBER
DISCOUNT I_I
INTEREST I-I
.00 X .00=
.00 X .06=
,00 X .15=
(18)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
,00
,00
.00
.00
.00
.00
.00
.00
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
" ,
RESERVATIONI Estat.. of dlc.dant. d~lng on or bafor. Dlc..bar 12, 1982 ..- if any future Int.r..t In thl ..tata I. tran,f.rrad
In pa.....lon or ."jay.,"t to Clal. a (collat,rall bln,flel.rl.. 0' thl dlCldl"t .'t,r thl ..plratlon of any I.tata for
llf. or for y..t., thl Co..onw..lth hareby I.pr...ly r...rv.. thl rluht to appral.. and ."1" tran,f.r Inherltancl ,....
at thl lawful eta,. a (colletar.1' rat. on any such future Inter..t.
PURPOSE OF
NOTICE: To fulfill thl requlr...nt. of S.ctlon 2140 0' thl Inheritance and E.tet. Ta. Act, Act ZZ of 1991. 72 P.S.
Section 2140.
PAYH[NT: D,tach thl top portion of thl. Notlcl and lubalt with your ply..nt to thl Ragllt.r of Will. printed on thl rav.r.. ,Id..
.-Haka chick or .only ordu payabh tal REGISTER OF MILLS, AGENT
All pay.~t. racalvad .hall flr.t ba appllad to any Intarast which .ay ba due with any ra.alnd.r .ppllad to tha tax.
AEFUND (CA)I A r.fund of a t.. credit, which wa. not raqualted on tha Ta. Raturn, ..y ba raqu.ltad by co.platlng an RAPpllcatlon
far Rafund of Pann.ylvanla Inharltanc. and Eltat. Ta.R (REY.131]). APplication. ar. avallabl. at the Offlc.
of the A.gI.t.r of Will., any of the Z] R.v.nu. District Off Ie.., or by calling tha IP.clal Z4.hour
anlwerlng I.rvlca ~r. far far.. ordering I In Pann.ylvanl. 1.800.]62.Z050, outllda Penn.ylvanla .nd
within loc.l Harrl.burg ara. (717) 787.8094, TDD' (717) 71Z.2Z5Z CH.arlng lap.lr.d Only).
OBJECTIONS: Any p.rty In Int.r..t not ..tl.flad with the apprail..ant. allowanc. or dl.allowanca of d.ductlon., or a......ent
of tax (Including dl.count or Int.r..t) a. shawn on thl. Hatlc. .u.t obJ.ct within .I.ty (60) dayl of racalpt of
thls Hotlc. byl
..wrltt.n prot..t to the PA Oapartaant of R.vanue. laard of Appaall. D.pt. 211021, Harrl.burg, PA
...I.ctlon to hava tha .attar dataralned at audit of the account of tha par.anal rapr...ntatlv.,
..app.al to the Orphan.' Court.
11128.1021,
OR
OR
AOHIN
ISTRAnVE
CORRECTIONS:
Factual arror. dllcov.rad on thl. .....,.ant .hould b. .ddr....d In writing tal PA Dep.rtaant of R.v.nue,
Bur.1Y of Individual T...., ATTNI po.t AI'.'I.ant Ravlaw unit, Oapt. 280601. Harrllburg, PA 17121.0601
Phona (717) 717.6505. Sa. paga 5 of the booklat "Inltructlon. far Inharltanca 'a. Raturn far a R.,ldant
Dec.dent" (REY.1501) for an ..planatlon of adalnl.tratlv.lY carr.ct.bl. arrar..
DISCCltlrCT1
If any tax due I. paid within thr.. (3) calendar .onthl aftar tha dac.dant'. daeth, a flv. p.rc.nt (SX) dl.count of
the tax paid I. allowed.
PENALTY:
The 15X tax .-ne.ty non.partlclpatlon penalty I. caaputad on the total of tha ta. and Intar..t a'la..ad, and not
paid bafora January 18, 1996, tha flr.t day aft.r the .nd of the tax aan..ty parlad. Thl. non.partlclpatlon
penalty I. app.elabl. In tha .... .annar and In the the ,,,. tl.. parlod a. YOU would app.al tha tax and Inter..t
that ha. ba.n a...I..d a. Indlc.tad on thl. natlc..
INTEREST I
[ntara.t I. chargad bag Inning with flrlt day of dallnquancy, or nlna (9) .onths and on. Cl) day fro. tha data of
daath, to tha data of pay.ant. T.... which b.ca.. d.llnqu.nt bafar. January 1. 191Z b.er Int.r..t at tha r.ta of
.1. C6~) parcant p.r .nnua calcul.ted at . daily rat. of .000164. All t.... which b.ca.. dallnquant an and aftar
January 1, 1982 will b.ar int.ra.t at a rata which will vary fro. calandar y.ar to cal.ndar y.ar with that r.t.
announc.d by the PA O.part.ant of R.v.nue. Tha appllcabla Int.r..t rata. for 1982 through 1996 ar.1
'!!!! Inter..t Rat. Dally Int.r..t Fectar ~ Inter.st Rat. Dally Inter..t Fectar
1912 ZOX .000541 nil 'X .000241
1983 16" .000418 1988.1991 11" .000101
1984 llX .000101 1992 'X .000247
1915 13" .000156 1995.199. 7X .000192
1916 \OX .000214 199~.1996 'X .000241
ulnt.ta.t Is calcuhted .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notice Issued aftar tM talC b.ca.a. d.lInqu.nt will raflect an lntar..t calculation to flft..n CiS) day.
bayond the data of tha a.......nt. If pay..nt I. .ad. aft.t the Int.r..t caaputatlon data .hown an tM
Notlc.. additional Int.r..t au.t b. calculat.d.
'\
REGISTER OF WILLS OF CUMIIEltLANU COUNTY
STATUS IU:I'OIn UNUElt IWU: 6.12
(l'or Resident Uecedents Uylnll After .1111)' I, 1992)
Name of Decedent: IMLI'II E, WEIGEL
Date of Death: Jllne 15, 1996
File No.: 21-96-534
Social Sccllrity No.: 159-24-9758
I'lIrsuantto Rille 6.12 ol'the Supreme COllrt Orphans' Court Rilles, I report the following with respect
to completion ol'the administrntionol'thc lIbove-captioncd cstate:
I. State whether administrntion of the estate is complete:
Yes x No
2. If the answer is No, stllte when the personal representative reasonably believes that the
administration will be complete:
3. Il'the answer to No. I is Yes, state the following:
a. Did the personal representative file a linal accollnt with the Court'l
Yes No x
b. llle separate Orphans' Court No, (if any) for the personal representative's
accollnt is:
c. Did the personal representative state an accollnt inl'onnally to the parties in interest?
Yes x No
d, Copies of receipts, rcleases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this
report.
Date: December 23, 1996
Signatllre
Name
Address
~., /_-c
.~ "('~..~
-Stephell L. Bloom
MARTSON, DEARDORFF, WILLIAMS & aDO
Ten East lIigh Street
Carlisle.I'A 17013
(717) 243-3341
COllllsel for personal representative
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