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Home My WebLink About96-01008 , '. l'ETITlON "'OJ{ I'IU>IIATE nud GI{ANT 0... LETTEI{S EVlale I!f ,IA Y .... WEIIEI{ also kllOll'lI as No, 0)1 ~qlo - 1m€' To: Rcgistcr of Wills lilr thc County ofCumberlllnd in thc Commonwcalth of Pcnnsylvnnia /),'ceasetl. SlIclal Secllrlty Ntl. 204-30.745(, The petition of the undcrsigncd rcspcctlillly reprcscnts thnt: Your petitioner(s), who is(arc) 18 ycars ofagc or oldcr nnd thc Exccutrix nnmcd in thc last will of the above dccedcnt, datcd Mny 2, 1994 and codicil(s) datcd Inone]. Decedcnt was domiciled at death in Cumbcrland Coanty, Pennsylvania, with his last family or principal residence at 1387 Lutztown Rond, Boiling Springs, Monroc Township. Decedent, thcn 77 years ofugc. dicd I)ceembcr 2,1996. at Cnrlislc,Pennsylvnnin, Exccpt as follows, dcccdcnt did not marry, was not divorced and did not have a child born or adoptcd aftcr exccution of the will offered for probate; was not thc victim ofa killing and was ncvcr adjudicatcd incompetent: Decedcnt at dcath owncd property with estimatcd valucs as follows: (If domicilcd in Pa,) All personal property (lfnot domiciled in Pa.) Personal property in Pcnnsylvania (lfnot domicilcd in Pa,) Pcrsonal propcrty in County Valae of real estate in Pennsylvania situated as follows: Monroe and Silver Spring Townships, Cumberland County $ unestimated $ $ $ uncstimatcd WHEREFORE, petitioner(s) rcspcctfully request(s) thc probate of the last will and codicil(s) prescnted hcrewith and tbe grant of Ictters testamcntary thereon. JQ (/> ..: /. € Lh) D .c. l./ Dessic E, Weber 1387 Lutztown Road Boiling Springs. PA 17007 (717)258-3930 --------------------------------------------------------------------- --------------------------------------------------------------------- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) :SS. COUNTY OF CUMBERLAND ) The pctitioner above-named swears oraffinns that the statcments in thc foregoing pctition are true and corrcct to thc bcst oftbe knowlcdge and belicf of petitioner and that as personal representative of the above dccedent, petitioner will well and truly administer the estate according to law. Sworn to or affinned and subscribed before me this 6TH day of . Dccem~er. 1996, ;'. . ~. 1)1/ L I . , ,J,"'::" 1,- l . , ! "I,,, ..?tllt/.,;-,; 1)11) I,l '-1('1 MAR~ CLEWIS Registcrl ( _toe", o;L~ f'. r:l..l.oEt'J Dcssie E, Wcber Nil. ?1 - 96 - 1008 Estate IIr ,IA" )<", WEIn:Jt, ))eceased ))ECI~EE OF 1'ltOUAn: AN)) GI~ANT OF UTfEJ{S AND NOW, Dccember .-2-,1996, in considcrution ofthc pClition onthc rcvcrsc sidc hcrcof, salis factory proof having bcen prcscntcd bcforc mc, IT IS DECREED that thc instrumcnt(s) datcd May 2, 1994, describcd therein be admillcd to probale and filed of record as thc last will of Jay r. W cbcr and Lcllers Teslamcntary are hereby grunted to Dessie E. Weber. Will Book # Page ~' ') C' .,~ J A. Register of Wills MARY C, LEWIS Ivo V. 0110 \11 (27763) ATfORNHV ISUP' Ct. \.I). No.) MARTSON, DEARDORFF, WILLIAMS & 0110 10 East High Streel Carlisle, P A 17013 (717) 243-3341 FEES Probate, Lellers, Etc. Short Certificates(6 ) Renunciation X-p ages JCP TOTAL Filed DECEMBER 9, 1996 $ 200.00 $ 18.00 $ $ 24.00 $ ~.U\J ~4/.00 on ~ ' I " \::" Called attorney on 12-9-96. f IfllES'DA tAFII.Font A ft5\'''O"t'.T l TR 1111'" '" ,,'11,1\ ,11.11 ,11.' ",t""",",,," 11.", 1'".11 ", .""",\. '"1",,\11''''' '" """",.1 ,.,"ti"" "I ,\.,IIb .\,,1, lil...1 ,,,,11 "" ,h I". .,1 1("1"'" ,II, 111.' '"Ii,"1-,1 ","l" ,II' ,,,II 11., I"", ".\,.\ ,,, 11" 'I." \".1 1;",".\' , 11110. I", I" "","" '" Iii",,', L-h WARNING: 1115 Illegal to dupllcnte this copy hy photostat or photograph, I n" I.., till' I ~ IIdl\ .111' ',1011 ,.{'~~\\ioip"(';~.-. /'~~"' "t:, ~'i~""~",1:-:) =- :.;., ~ \ S d. i:' .. ;.,.Ill,,,,,:,:.... .:.' ~ ~!I ~ ~,/ '!'MENl ~\ ~\". ~~'!!!!~~! 1.1 ~) , '",D." "tN''- , ~C!<L', DqLHt. '" I 111<.1\ '1\'.1,11,11 U u -I ~ I.,. l: '~. , ,- ,'I'.' ( I,~L.'~ 1.>_J/_os1- - 1),111' 4018701 ------.--..------..... ;\.,. "IIf.IoIU,...1111 COMMONWEAltH OF PENNSYLVANIA. DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH OAIb::c~~b';'; 2: -1996 , 'UlI"I"-" ~.....~wrlllN"...U.-'.oIl , y, Wubor SlOMala . ""'M.\"'''M:m" . - 7456 ~ ~~..!.UftJl"'!!#'-'-.'''!'''''' _.............~,...........- ,f.)lJ'ltAl 01"," x ~......ll 1,,~_ll ::::'n :c",IU -~~~~- -" I ...- I 77 UI<<ll""IUl -~rl.O;;;-- ... AOI.....Ilo<...l.Ifl 1\IoU._...__'.__ ,~'" Whito .. COUl'I1YOfDl-'tl Cumberland .....,.""".IAIUS......... _-...."..-. MaM'flf..... -"""" 11I_11>4I__...... 008910 E. WIdders tlltltlllO!.!UWAI ucc\.lf'lillOtol Re~~th.;C;p.~:J.'::if FarmIng , ' tllCftllNTI~IflQ~.ur..'" c..'\_ 'MOo ,,,l'..... 1387 Lutztown Rd. 80111n& SprIngs. PA 17007 UI"'~______________1.W -- Cumbo r 1 and :;:::.., tllHDlIO'15 ~'Ull.l nl~,...1 ..-......."'... .,"'......., u.ll~-:::'::"-. ,,.,u.... W(J1Yl\W"g~" Sifartiz~'"'''' , ..~If1'.L"llft'tll\lIf'1\II:''Bb Irift'g''Spr I nis. 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'" I. ClflU.IUI.._.......... .Clllf.'_'"'..,cIM..........'..........'~.... .'.....-.....-"..~.... .... ........... ........-.,- lo................~.....-......._.._._......-..~ .~......ClIIT.'IIIQ'"'tlCl...................................,.~.................._' ....._...l~.....-.............- -..........---......-..--........ ...tOlC.II..,.....RlCOIIOHllI 0<'1...."..............-........ "'........_......,.,.,-.....10..'...'14......'_-..1., ....,.....,....- ...-,.....'.1.... ...-.....'"'.... .-.. ".' .' .,." ..' - . .. ... .. [,bi11...1 dJ - .. ~6. F. "" [lit: -6 :~ 'i :/9 CL ell; , , ' ~ ~ ~ oCl II <'l ~,p ..~ ~ gl , ::! t; ~ ~~ a III ~i~~~ ~ J' !Go ~ ':l . ~8S:~ ~f1+-t r.. ~~3~ m \tt ~ " ~~~~ ~t ~ ~ ! g . - -.11l,\14Uluul "'l~J'M.-\I," LAST WILL AND TESTAMENT I, JAY F. WEBER, of Monroc Township, Cnmhcrland Connty, Pcnnsylvania, hcing of sonnd and disposing mind and mcmory, do hcrehy makc, publish and dcclare this to hc my Last Will and Tcstamcnt, hcrehy rcvoking any and all fonncr Wills or Codicils hy mc madc, ITEM ONE I direct that all my just dcbts, funcml cxpcnscs, tcstamcntary cxpcnscs and 1111 inhcritancc taxcs shall hc paid to thc cxtcnt possihlc from those asscts held or passing undcr ITEM FOUR hereof as soon as practicable after my decease and as part of the administration of my estate, ITEM TWO I give all of my personal and household effects, automobiles, boats and collections, if any, and any insumnce policies thereon, unto my wife, DESSIE E. WEBER, if she survives me by thirty (30) days, otherwise to my daughter, SUSAN J. MOESLEIN. ITEM THREE If my said wife, DESSIE E, WEBER, survives me, in order to obtain the portion of the marital deduction allowed in my estate by the Fedeml tax laws that will eliminate all Fedeml estate taxes payable as a result of my death, my Executrix shall divide my residuary estate into two portions known as the "Marital Fund" and tbe "Credit Trust." The Marital Fund, which shall not be reduced by any taxes payable by reason of my death, shall be that fractional proportion of the entire residuary estate detennined as follows: The numemtor of such fmctional proportion of my residuary estate shall be the smallest amount which, if allowed as a marital deduction, would result in the least possible Fedeml estate tax being payable as a result of my death, after allowing for the unified credit against Fedeml estate tax and all available credits and deductions claimed. The numemtor shall be reduced by the value of any other property which passes to my said wife, DESSIE E. WEBER, which qualifies for the marital deduction and reduced by that amount, if any, which, when added to my taxable estate, will result in Fedeml estate tax no larger than the credit for State death taxes allowed in my estate without increasing any State death taxes payable as a result of my dc.1th. The denominator of this fraction shall be the value of the entire residuary estate, Values ?//p/ J.F.W. Page I of 9 Pages ussigncd tu the property fur Ihe purpuses uf this cumpulutiun shull he thuse vulllcs finally dClennined fur Fcdcral estute tux purposes, The Marital Fund shall he dislrihutcd uutright to my wife, DESSIE E, WEBER, as soon as practicahlc aftcr my dCllth. Thc Credit Tmst shall bc hcld and managcd hy my Tmstcc in accordancc with ITEM FOUR of this my Last Will and Tcstament. My Exccutrix shall havc the powcr to distribute assels in cash or in kind to Ihc Marital Fund and to the Credit Trust and to select specific property to be distributed to thc Marital Fund or the Credit Trust without rcgard to thc income tax basis on such property. In making thcse allocations, my Executrix shall usc the value of thc assets as of the date or dates of distribution so that each distribution shares proportionately in the appreciation or depreciation of assets between the date of my death and the datc or dates for distribution, However, no allocation of assets shall be made to the Marital Fund which does not qualify for the marital deduction, To the extent that other assets which qualify for the marital deduction are available, there shall not be allocated to the Marital Fund (a) assets with respect to which an estate tax credit for foreign taxes paid is allowable or (b) any payments under an employees tmst or retirement annuity contract of the type described in Section 2039(c) of the Internal Revenue Code or subsequent provisions of similar import or (c) United States Treasury Bonds that are eligible for redemption at par value in payment of the Federal estate tax. In computing thc marital deduction all generation-skipping transfers for which I am the "deemed transferor" sball be disregarded. If I am not survived by my wife, DESSIE E. WEBER, I grant my daughter, SUSAN J. MOESLEIN, the option to purchase my real estate situate in Monroe Township, Cumberland County, Pennsylvania, for the appraised value thereof in my estate for inheritance and cstate tax purposes. Such option shall be exercised by written notice to my personal representative within three (3) months after my death; and if exerciscd, payment shall be made within six (6) months after my death. The proceeds from tbe sale of said real estate, whether pursuant to such option or otherwise, shall become part of my residuary estate to be distributcd as hereinaftcr provided. I give, devise and bequeath all of the rest, residue and remainder of my cstate, hoth rc.11 ;) ; It! J,F.W. Page 2 of 9 Pagcs and personal property, unto my Tmstcc to hc hcld or distrihutcd hy such Tmstcc undcr ITEM FOUR (c) through (I) hcreof. If my said wifc, DESSIE E, WEBER. survivcs mc lInd disclaims any portion of lhc Marital Fuod, such portion shall bc addcd to thc Credit Tmst. If my said wife, DESSIE E. WEBER, and I die simultaneously, or under circumstances which render it difficult to dctennine who died first, my said wife, DESSIE E, WEBER, shall be dccmed to have survived me for all purposes of this my Last Will and Testament. ITEM FOUR CREDIT TRUST My Trustcc shall hold the assets received under ITEM TIIREE hereof, if any, for the following purposes: (a) To pay the net income, at least quarter-annually, to my wife, DESSIE E, WEBER, for life. In addition, the Tmstcc, in her sole discretion, may invade the principal of the trust to provide for the proper and adequate support of my wife, DESSIE E. WEBER. (b) The Trustcc shall pay to my wife, DESSIE E, WEBER, annually, such sum from the principal of the trust as sbe may request in writing, provided. however, that said sum may not exceed the greater of Five Thousand Dollars ($5,000.00) or five percent (5%) of the aggregate value, at the time of said request, of the principal of the trust hereunder. (c) Upon the death of my wife, DESSIE E, WEBER, my Trustcc shall allocate property or cash having a value of Two Hundred Thousand Dollars ($200,000.00) to be held or distributed, as applicable, under ITEM FOUR (e) hereof. The remainder of the Trust shall be divided into two (2) equal shares, with one such share to be held or distributed, as applicahle, under ITEM FOUR (d) hereof and the other such share to be held or distributed, as applicable, under the terms of ITEM FOUR (e) hereof. (d) The share received hereunder by my Tmstee shall be distributed absolutely to my daughter, SUSAN J. MOESLElN. In thc event she shall predecease or fail to survive me,but leave issue surviving, then her share shall be held by my Tmstcc and the net income therefrom shall be used for the support, maintenance and education of her issue. My Tmstee may use as ------ ?!-7'7(/ J.F.W. Page 3 of 9 Pages much uf the principal as it shall decm desirahlc fur such purpuses but shall pcnnit nu ulhcr distributiuus uf principal. My Tmslcc shall distributc absuhllcly thc principal of cach of the shares hcld for such issuc hcreundcr as fulluws: One-half (112) at such time as a bcneficiary thereof shall a!lain the age uf thirty (30) ycars, and the balancc at such time as the bencficiary shall a!lain the age of forty (40) ycars. In the evcntmy said daughtcr, SUSAN J, MOESLElN, shall predecCllse or fail to survive my wife and mc and nutlcave issue surviving, then hcr share shall be lIddcd to the tmst to be govcnlcd under ITEM FOUR (c) hcreof. (e) The share receivcd by my Tmstcc hereunder shall be held and administered for the benefit of illY grandchildren, TINA WEBER and TAMMY WEBER (being the two children of illY deceased son, Edward D. Weber). The share received hereunder shall be divided into two (2) equal shares and held in tnlSt, one for the benefit of each such beneficiary with the net income thcreof to be distributed to or for the benefit of such beneficiaries no less oftcn than quarter-annually. My Tmstcc may also use so Illuch of thc principal as she shall dccm necessary for the sapport, maintenance and education of the beneficiaries thereof but shall permit no other distributions of prineipal. My Tmstcc shall distribute absolutely thc prineipal of each of the shares held for such issue hereunder as follows: One,half (112) at sach time as a benefieiary thereof shall a!lain thc age of thirty (30) years, and the balance at such time as thc beneficiary shall a!lain the age of forty (40) years. (I) In the cvent any of the said beneficiaries of thc tmsts created hereundcr shall fail to a!lain the age for distribution and 1c.1ve issue surviving, then such deceased beneficiary's share shall be held for such issue and shall be distributed in equal shares as c.1ch of such issue shall attain thc age of twenty-one (21) years. Notwithstanding any other provisions to the contrary, in no event shall any share be distributed to any bcneficiary later than twenty (20) years after the later of thc death of my wife or IllC, ITEM FIVE POWERS OF EXECUTRIX AND TRUSTEE In addition to the powers conferred by case law, by statute, and by other provisions hereof, illY Executrix and Tmstcc and thcir successors, shall have the following discretionary . /~ Y ('/1/ J.F.W. Page 4 of 9 Pages '. " powcrs lIpplicablc to all propcrty hcld hy thcm which powcrs shall hc effcctivc without ordcr of any court lIud shall exist until fiual distrihutiou: (a) To retain any propcrty of any natuI'C received hy thcm for whatcvcr pcriod thcy shall dccm advisable; (b) To invcst and reinvest all or any part of said property in such stocks, bonds, securities or other property, real or personal, as in their discretion they shall dccm proper, without regard to statutes limiting the property which a fiduciary may purehase; (c) To sell, transfer, exchange or otherwise disposc of, any part of said property, for cash or on terms, publicly or privlltely, or to lease, even for a tcnn exceeding five (5) years or the duration of any trust herein, without liability on the purchasers or lessccs to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; (d) To execute and deliver any deeds, leases, assignments or other instmments as may be necessary to carry out the provisions of any trust hereunder; (e) To borrow money, including the right to borrow money from any bank and to mortgage or pledge any asset of the estate as security; (I) To assume continuance of the status of any beneficiary with regard to death, marriage, divoree, illness, incapacity and the like in the absence of infomlation dccmed reliable without liability for disbursements made on such assumption; (g) To pay from the tmst, or the income therefrom, all debts or claims against my estate, or any taxes or similar charges on my estate; (h) To make any distribution hereunder either in kind or in money, or partially in kind and partially in money. Distribution in kind shall be made at the market value of the property distributed, and my Trustcc, in her absolute discretion, may cause the share distributed to any distributcc to be composed of property similar to or different from that distributcd to any other distributee; (i) To exereise any subscription right in connection with any security held hereundcr, to consent to or participate in any recapitalization, reorganization, consolidation or merger of ;/~ J.F.W. Page 5 of 9 Pages ll11Y corpomtion, cOlllpany or association, thc sccuritics of which may hc hcld hcreundcr, to dclcgatc authority with respcct thcreto, to dcposit invcstmcnts undcr agrecmcnts, to pay asscssmcnts, und gencmlly to cxcrcisc all rights of invcstors; (j) To invest in endowmcnt. insumncc or annuity policics onthc Iivcs of beneficiarics of any tmst hcreundcr; (k) To continue in any partnership, joint venture, joint owncrship or other business enterprise of which I am a part at the time of my death; (I) To compromise claims; (m) To continuc for whatever pcriod of timc as they shall decm necessary any ownership as a tenant in common or as a partner, in real estatc or other property and to act as I could have done had I been living; (n) To lend moncy to my estate or to any tmst created hereunder or to purebasc from the estate or from any trust created hereunder, at the market value thereof at the time of purchase, any securities or other property tendered to them by my estatc or any trust created hereunder at any timc and from timc to time within a period of nine (9) months after my death; (0) In the event that any amoants arc payable hcreunder or under any trust created hereunder to a minor, or to a person otherwise undcr Icgal disability, or to a pcrson not adjudicated incompetcnt, but who, by reason of illness or mental or physical disability is, in thc opinion of fidueiary(ies) hereundcr, unable to properly administer such amounts, such amounts may be paid by lhe fiduciary(ies) hereunder in his, her or thcir sole discretion in any of the following ways as he, she or they may dccm best: (I) Directly to such beneficiary; (2) To a legally appointed guardian of such beneficiary for the benefit of sach beneficiary; (3) To a person having custody of such beneficiary for the benefit of such beneficiary; (4) By thc fiduciary(ies) hcreunder using such amounts directly to the benefit of such bencficiary, jll~ J,F.W. Page 6 of 9 Pages (p) To cmploy agcnts, allonlcys and proxics and to dclegatc to thcm such power as my personal representativcs and Tmstccs consider desimblc and to pay rcusonablc compensation for such scrviccs as may bc rendcred by such agents, allonlcys and proxies; (q) To do all other acts in their judgment ncccssary or dcsimblc for the proper management, investment and distribution of my Estate. ITEM SIX PROTECTIVE PROVISIONS All income or principal held for the use and benefit of the beneficiaries of any trust hereunder sball not be in any way or manner subject to anticipation, assignment, pledge, sale or transfer, nor shall any such interest, while in the possession of my Tmstee, be liable for or subject to the debts, contmcts, obligations, liabilities or torts of any beneficiary, or to allachments, executions or scquestmtions under process of law, If any benefieiary of any trust shall, in the sole opinion of my Trustee, be or become mentally or physically incapacitated, by rcuson of illness, accident, minority or otherwise, my Trustee may apply either income or principal for the support and welfare of such beneficiary directly or to the person who has the care and control of such beneficiary, without the intervention of any guardian and without obligation to supervise application of said amounts in any way. ITEM SEVEN APPOINTMENT OF EXECUTRIX AND TRUSTEE I nominate, constitute and appoint my wife, DESSIE E. WEBER, as Executrix of my estate, In the event that my said wife shall be unable or unwilling to serve in such capaeity, then I appoint my said daughter, SUSAN J, MOESLElN, to act in such capacity. In the event that my said daughter, SUSAN J. MOESLElN, shall be unable or unwilling to serve in such capacity, then I appoint my gmnddaughter, PAMELA LEWIS, to act in such capacity. I hereby appoint my wife, DESSIE E, WEBER, as Tmstcc of any trust crcuted hereunder. In the event that my said wife, DESSIE E. WEBER, shall be unable or unwilling to so serve, I appoint my daughter, SUSAN J. MOESLElN, as Trustee of any trust crcuted #:/-/~ /,1 A/ J.F.W. Page 7 of 9 Pages hereunder. In the event my said duughter shall be unable or unwilling to so serve, then I appoinlmy granddaughter, PAMELA LEWIS, as Trustcc of any tntst created hereunder. ITEM EIGHT WAIVER OF BOND I direct that neither my Executrix nor my Trustcc shall be required to file a bond in any jurisdiction to secure the faithful perfonnance of their duties, nor shall they be required to obtain any order or approval of any court for the exercise of any power or discretion set forth in this Will. IN WITNESS WHEREOF I have hereunto set my hand and seal this c)-..eL ,1994. day of ~ ~~ Jay . Weber (SEAL) SIGNED, SEALED, PUBliSHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other, ~ K.-Iu m. .A.-,~ /4- ., k ~ . d0~ (/. c /d"tL~ Page 8 of 9 Pages COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND SS. ) I, Jay F. Weber, Testator, whosc namc is signed to thc attached or foregoing instrument, having becn duly qualified according to law, do hereby acknowledgc 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 thc purposes therein expressed, (2M-!/~ - ~~clfer Sworn or aftinned to and acknowledged bcfore mc by Jay F. Weber, thc Tcstator, this .dJ1~ cloy L , 1994. ~ ~~~ ~ '; ConinoL.M'L'fS,NcI.''Y ' ~-/~ Carlsk>Bo<o,Cuml1.'l1ol00C ~ ~- MIC:Om.1lGSo"'~'P'OSI'!JI2.~;; N t Pub\' MerrIlef.I'~aM~"Q<101""1aOC" 0 ary IC COMMONWEALTH OF PENNSYLVANIA ) : SS. coUNTY OF CUMBERLAND ) We, .AI.--t-A--I:.J '/7;1, ~/f:V (/' u( Ji~Z( d . Ja.tL.tt{l'A- the witnes~ ;hose names are si~ to thc attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Jay F. Weber, the Testator, sign and execute the instrument 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 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 unduc influence. Sworn or affinned to and subscribed before me this cJ"....t day of ~, 1994. L No:'.'.als"a1 Conine L Miers, r""L''Y I'lJJIic C~f~'~ Ovl'C. CI:mtY.'t1.lnd Co. . ~'~:2=:'~::~~)f<s l,iJ, ~)5 lOt,.'l', Pt:fw..jl~,J.1oilAsscX.:lauon ~ NlJtii.'1OS ( -#?/i4';"" J::X ~--1A'}t A ) Notary Public 0 Page 9 of 9 Pages CERTIFICATION OF NOTICE UNDER RilLE S,61al Name or Dccedent: JA Y F, WEilER Dale or Death: Dcccmher 2, 1996 Filc No. 21-96.1008 To Ihe Regisler: I cenify that nOlicc or bcneficial intcrest rcquired by Ralc 5,6(a) or thc Orphans' Courl Rules was served on or mailed to the following beneficiaries or the above-captioned estate on or about December 18, 1996: ~ Address Dessie E, Weber 1367 LUlzlown Road, Boiling Springs, PA 17007 Notice has now been given to all persons entitled therelO under Rule 5.6(a) excepl: N/A Date: December 18, 1996 Signature Name ~,~ Ivo V, 01t0 III MARTSON, DEARDORFF, WILLIAMS & OTTO Ten East High Street Carlisle, PA 170t3 (717) 243-3341 Coonsel ror personal representalive ,... "- :<r 3~ 00 cui: l"\ 0 u> Cl.. ') . .:- ~~ --. .0 ". ,'I'"J (,' : \0 .. ~.' 'I.) ,_ .... 0 w ~, c:.:l ~ or-; ~.- <:I " 'i....: 00'l w UIll ..0 8!a: ~ cE Gd r\nU5'IlArAIIU~I.STAn~"i1W1IJlS ~ ESTATE OF JA Y F, WEBER, DECEASED NO, 21-1)6-1008 DISCLAIMER I, DESSIE E, WEBER, hereby disclaimuny illlerestto which (may be entitled in the following accounts: Valued as of 12/2/96 I. Decedent's one-half interest in real estate situate in Silver Spring Township, containing approximately 18,848 aeres and being recorded in Cumberland County, PA, Deed Book "J", Volume 35, Page 161 2, 20 sh, Electronic Data Systems Corp, 3. Accrued Dividend on Item 2 above 4, Mellon money market account 140-070-2054 5. Mellon checking account 142-109-3434 6, Cash receipts from Village Artesans 7. PA Blue Shield, refund of premium 8. P A Blue Cross/Blue Shield, medieal reimbarsements 9, American Travelers, reimbursement of medical expenses 10, DiscoverCard, cash bonus II. Park Hills West, refund 12. Proceeds of sale of 1991 Ford Econoline Van 13, 1995 Toyota Camry 14. Proceeds of sale of 1989 Corsair travel trailer IS. Proceeds of public sale of personal property 16, Proceeds of sale of lumber 17. Craft items 18, Proceeds of MONY, B-1 1602410, Single Premium Deferred Annaity payable to estate 62,500,00 962.50 2,17 3,977.28 357.65 574,20 117.55 1,008.71 170.QJ 24.75 127.94 6,000.00 13,600.00 5,700,00 8,855.50 2,175.00 500,00 TOTAL DISCLAIMED 14,237.57 121,491.43 Dated: September I, 1997 ~ J:2<L-.l"'l~'" 9 LJ 0 .e-f~ Dessie E, Weber COMMONWEALTH OF PENNSYL VANIA ) COUNTY OF CUMBERLAND ss, ) On this, the I :st day of x5epn...{v;/L- ,1997, before me, a notary public, personally appeared Dessie E. Weber, known to me to be the person whose name is subscribed to the within instrument,lII1d acknowledged that she executed the same for the purposes therein contained, (!02-'kd..-X }-1Lf.Fc:V Notary Public . h____,. _._. _______" r ,;':,.' ,x. I.' .'_. : I \ "REV:O:.oo EX. (7.941 *' COf,lUONWEAlllt or P(NNSYl VANIA CErARILl[NT or R[V(NU[ OEPl 180601 HARnlSDURO. PA "10:0.0601 OECEOENT'S NAME (LAST, FIRST. ANO MIOOLE INITIAl! WEBER, Jay F, I!! "'~l:! frl~!l xcc... U..a> ~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPUCATE wmt REGISTER OF WILLS) !;; "' o lj "' o 'SOCl'l 5ECURlrY NUMBER 204.30.7456 OATE OF OEATH 121021% - I '-Ill - '_/ lor dalos 01 doalh allol 12131/91 chock horo II a spousal povorty Clodills dalmod FILE NUMBER 21 % COUNTY CODE YEAR IIIIIX NUMOER 4a, Futuro Inlerost Compromlso (for dates of doath allor 12.12.82) 6, Decedent Died Testate 7, Decodent Maintained a Living Trust , (Attach copy of Will) (Attach copy 01 Trust) , ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: . NAME ' COMPLETE MAILING AOORESS Ivo V. Olto, III MARTSON, DEARDORFF, WILLIAMS & ono 'TELEPHONE NUMBER 10 East High Street (717 )243,3341 Carlisle, PA 17013 "'5: ~~ 8~ OECEOEN1'S COMPLETE AOORESS 13X7 1.II111llWII Ruad OATE OF OIRIt' Boiling Springs, PA 1711117 IIX127/1'! COUNTY Cllmberland SOCIAL SECURITY NUMOER AMOUNT RECEIVEO (SEE INSTRUCTIONSI 204.0I,X62Z $310,834,23 2, Supplemental Return 3, Remainder Return (for dates 01 dealh prior to 12-13.82 5, Foderal Estate Tax Return Roqulred I" AppLc.able)SurvlV\t'IQ S90u'o"' N~me (L.a'!. rllil And Middle 1n-1I311 (1) (2) (3) (4) (5) (6) (7) 8, Total Numbor of Safo Deposit Boxos 62,500.00 965.27 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schodule B) 3. Closely Held Stock/Partnership Inlerest (Schedulo C) 4, Mortgages and Notes Receivable (Schodule D) 5, CashhBank Deposits & Miscellaneous Personal Property (Sc edule E) 6, Jointly Owned Property (Schedule F) 7, Transfers (Schedule G) (Schedule L) 8, Totat Gross Assets (total Lines 1-7) 9, Funeral Exp.enses, Administrallve Costs, Mlscollaneous Expenses (Schedule H) 10, Debts, Mortgage liabilities, Liens (Schedule I) 11, Total Deductions (lotal Lines 9 & 10) 12, Net Value of Estale (Line 8 minus Line 11) 13, Charitable and Government Bequests (Schedulo J) 14, Net Value Subject to Tax (Line 12 minus Line 13) 15. Spousal Translers (for dates 01 death after 6-30.94) (Include values from Schedule K or Schedule M) 16, Amount of Line 14 taxable at6% rate (Include values from Schedule K or Schedule M) 17, Amount of Line 14 taxable at15% rate (Include values 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 Discount Interest + 13,500,00 + 262.12 (19) 20, If Line 19 Is greater than Line 18. enter the difference on Line 20, This Is the OVERPAYMENT (20) A. Il!I Check here If you are requesting a refund of your overpayment. 21, If Line 1815 greater than Line 19, enter the difference on Line 21. This Is the TAX DUE, A. Enter tha interest on the balance due on line 21A. B. Enter the total of Line 21 and 21A on Line 21B. This Is the BALANCE DUE, Make Check Payable to: Roglster of Wills, Agent .. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.. Under penallles 01 perjuoy.1 declare \hall have examined Ihls relum, Including accompanying schedules and slalemenls, and to Ihe best 01 my knowledge and bellef,lt Is truo, correct and complole. I declare that all real estato has been roported allrue markel value, Declarallon 01 preparer olher \han \ho personal represenlallve Is based on alllnformallon 01 which preparer has any knowledge, SIGNATURE OF PERSON RESPONS18lE FOR FILING RETURN ADDRESS DATE / / ~ e ~ 1387 LulzlulVn Road. Boiling Springs, PA 17007 1.2 II "1 SIGNA RE rp ~ROIHERn~REPRESEtHATlVE ADDRESS DATE / I ~ 10 East High Slreet. Carlisle, PA 17013 1--1. /I '17 WEilER. Dessie E, 1, Original Roturn 4, Limilod Estate z o ~ ~ w cc z ~ !:;; !S o U S (9) (10) (15) (16) (17) 164,208.16 97,010.58 (8) 18,941.78 218,369,88 (11) (12) (13) (14) x .00 = 87,372.35 x .06 = x .15 = (18) (21) (21A) (21B) 324,684,01 18,941.78 305,742.23 305,742,23 0,00 5,242.34 5,242.34 13,762.12 8,519.78 ...< APPRAISAL OF THE PROPERTY LOCATED AT TRACT 111, KONHAUS ROAD MECHANICSBURG, PA 17055 Isol 12.2,1996 lor AnORNEY IVO V. ono 111 10 Elsl High Slrel' ClrUsll, PA 17013 by STEVEN W, BARRETT REAL ESTATE 124 N, Hanovlr s,,"el CerUsle, PA 17013 05C 11 "A" 1kw,~Jpy ...., WF.Af.R f.ntatc C,ftMh,.l 0118,00 U~pllllf"ru()fJ ')1') "'ott.lyAdIIU\ 1uct 01. KonhallG Road CIfy Hcchanlcsburg. CNftl, r.lIlllberlnn.1 ~\.IIf I'A I,pr.w 110'.1'. If't'lr.u'',*o,~ccJ_.e&nl Uer.crlption: Silver Spring Townr.hlll; "lR.OlJ.O~19 O'.lJ Utf'nal II/A Il.itIalSllf fI/A InI~lfU' 1"1 ''''P'II,R'Jftl1''w",U4 I.l,n! II,,,,,,,,,,, [ 11)f1l...~\f'l1O NI""'IIt..."....'II~1 'Unknown h'l t.V1I~,,;'~lW'p.IOdb'\lIIf'1 n/A n..'\".,'wl'I...,....rlI\ U/A 1~"ICI...IH!lrtGonl~~_8rd~rrr!.Wtlmr.l.Otlo MIl'''' 10 t:nnt lIi&h Surwt onlp'~IVPc.~JJ.and """",,"C,,I,Crockett t~\~y(Ioo/l''''''p~I.1f1 r.lltlmlllC Hllrkr.t Value LAND APPRAISAL REPORT 'Ib -1001} ,..- Ut"" I-I SIohl""~ I '" """ '. ,.. ''''' ly"U, I IOlft't!l" 1.1 ~~'\ 10 1!l'\ I I Ull4tll~' l,.,pIoy",.rISlltlA.rW 1.11 11 \I I GlflltIIlWr L 1 MID" I J.... I_I Sl'~, I J""" [O'I,'ft>fftUloflllp/(lym."1 1.11 \I II I "'''''''twY''~n I IW'.&11f11 1.1 II... I jDttr,.."O [fI""ft>fI'lf'10 S'>(l(lpl"1 I 11.11 II I ~S~pp, I I........ 1.1....... I 100l'\IIIPI, COIlltl'lofftU10 St"ooh 111.11 II I ....ldl/'"". IJ UIII1t1'JUc' I_Jul,los I lo,",uas A~'Gulry of Pwtl"t hlft\PD'III(l11 I II.IIJ I I f'rntllll....'lh. ~~" '''''' __() 'UU...', 0'\ Aj'II\ o '\CQlldo 5 '\C",",,'u.l R'tlUtOOllllfu'hl.1\ I II il I I LI (kllldw'"'' 30 '\VItNlI O. AdU\l.IC,cIUllh!," I 11.\1 J I I C~"'9'lftJ'ltuftlhl'ldU\f r-J~ltlft, [ 1 ",~,i1 . i_il'l,t~~'I'1 Pro~'''y [O'llP<lI,bolltW I II il [ III ,'!lFtn VllcAnt I, ReGldentlR~ P'elfftlOftllo," ""I""'ftlltr.O"I"IOOlU I 11.11 \I I Prt~IG(t..p.IllCf 1.10..;' .' I IIfMl 0-5 "V..-..IIII 'ollUI~,'or,PIO!rtl'o" I 11.11 J I I Sll'l~'ff..t,Pl'lull.lftQf /~.OOO 0' 200,000 I'rtdDfllll\flltv.",1 t7.~.OOO r.."tll.ApelU1'H.ol"(ll:.tlot, I II ill II I S'Il~'tI.rt"~t flew "\ 10 100 .. ''tf't(,..f\IIll'gr 25 r. AplIn'I""".UI . I I CO'llft'l."" IIlClu'illl ttm. taclell.II't01Ibl' 01 u~llYOrllll', IlIlt!'"3 m'IUII"'~rw I' I P\lbbt PlrU, IthOO'. ,..., "00111. . SubJ rc:;_t_p,~ope~ty _ js~.1 o~_nt~d 1 ~ !In ._~~P~~~tL~ ~,,~!'_ \II Jt_h__!l__~i_ ~_or. r:ps id~n! 1_8 1 lco_mmfHc i.A 11 ~ gr ~ c_~11 p~~p~ __ uuge !__lIdJ'!~c~~- ~ t~__t.~c_ .p~L.:r_n~-,_Jh~rc-~rc.-bo~~ ._dC_~_Af~~_~_~~d_A_t ~dc~e~__ltoUs inR a~ai I~blc. . S_ec _addJtl~ntlJ_ commen_tf!._.~, -- O","'lOII1~_e,e..J.~gI!L d_e,!c!:!p~.!pn/t~-~_m~p. . 18. 85+/' ~1~Aun x Cet"" Id lOftl~CI,UI'QfOl . J:I.&rl.c~lturn.l_________.____ _____d_ -l're~I'II~~""""" lit] do [ j'Ol'lolCfllliOllllIu/Oll.lIQltglNll(lll' HIQ~nIMtbnla1C t~ll'rnl~IU1C 1_-jOl!ltrUprtllr) --_._-.-.-~--- ~-~~--_..-. -------- htote OIWlDtwl~1 OfF,SITEIMPROVEMENIS lDtK1_ R.",I~in&. _ ___.____ .-.------..~ ---..--- (let I~I ._..~. __~_. SlfulAcun li)p~lIh( LIp",.!. Silt __~L!lr&e~_~hA~~.o!~'!L._n.______. -~ 4~___ GI\ Ixl n._________. Sullm Hacadaln ShlDf . !!:!:~&'!!.!lr..~ --.-- ------ _ .-- .-.-. --_..----- --------- w"" I.J .!~~WclL_ "''"1''''1'1(1-- l.~.1""lltlc-l]p"YlI' Y....----Jl~S~d~_f!.tjRU.C()_""'.":~~y~td!!_._ _ .. ..-.-.----- -.---- Sail Stwt{J _'!.!...I!~S~P~J!=__ o SlotmSt....r []ClIlMillllll O,,'n"'A,dc_q~~~t!__________... -.-------- -...' - --- I_I Ul'lltllllll/llll(l,cl." '.1 .- Sl...II); I Strulll,MI lsrl'lt ll'op"rw"'UI"IIIHUDIIl'"III"'S~W"lllootlttaw'A...., Ix] ~o I]v" COI'lIllIl'lI' (11W1,blI011l1'IIMlrablf IIIttv'I~I"I'l1'Pllal'I'IIIItw'lst ustm'ftU,'ftcroattlm'ftll DI (lIU' ,dY,'II ton"IIOIIII ~!C!o,d._I\~p _R!!~![9IU ..~Q:~~....fJ._ .~: ~.: BJ_! _11J~!:!!_!!!L !lo_~pp~!:et'!-1'~Y~X.l!~ ~!I~.!1_l!l~!!!!!.!.._~I}~ ~.QI!..c;h!l'~_~!l!!_ D.r .,Q!:I!~!:-lIA~....c!_s~" l;C?nd .H)_C?!1_.._~__. w_~ -lL_I!.-~~ .!~p.! ~c;. _!l.r,~ _ ~C?~~_C!~.J~!:.....t_h_e _.~x~.~__'!.n~___~_~~_no._ ~Av~ ~.~!! _ cJ.Ill':);_C?l1. _~~ !k~~!l!>.iJ.!!y ~ --. ---- 'hi uftlllfltl~" h.lllle.I,' III'" IIc'1'I1 Illtl Of ploptll.tI 11I0'1 IIm.I.., aft' !lfO.'''''lt 10 l~btlt1 1ft' 11.11 (Oftllllll" IlIrs, 11'1 lilt ""ntl a~al"lS 'h, 'rtCllpl.on Illcl~lIt1 . lIolIlf 11/11,1'11'1'11 ""HllIlI m,'..1 '''tl,oft Ie IllOst Uellls 01 11ftll'UI'II ,"tlllOft bU'-'ll ",I IlIbtrel and to'l'IlI"bl. P'OIllII'U II' 1"Nf,C~ftl (I'," "' III. elll1"lllr.b1. P'OIltlly II SUllIllo' 10 cr mOl,I~'tllllbl' 1111111'1' lu!l/tCl~IlIDtI"'. I lftlllus('IIIl/llllmtftl IS mIll' Iltullldutll'l,lII, .II~lured Ul~1 of subjttl. III ",IIlhUI'II 'I,m In lilt CO,"P<lI~bl' " tl'lltrllll 10 01 It" IMlI.tllt IIIlft IN IWJItI P'DPt'Iy. .. plus I-I Iltnl"""1 II "'I~' 1tl'J' muus!I'I' I"' '1'I111tlllll ll(uI 01 1111 1IIb/lcl ~~:!!~_. flIIrol5alU~ ,..... AdJu~"'.1l1 . ,...... SdrN"_ Topo&rph ~Dlenitie Zonin8_ Jmprvlllnt UfSOIflll,lIOt, ~~~~L . H:t:!~I~.q lIldar1""~ cHu d 105.000 s 123.000 1 I'tO.OO C~""""I\I"'lIar'rlD.tLt ~vnCAn~ r~rmho~&~ in [Ioor condi~i~n: land odjucted ot_ S~.O_OO/ncrc:_nll- _cC?mplll.rn~lcG _or:" ~~l_lI.i 1,8~ 1!1. ~~c8Lionl\.lt 11 I\y t~. the subject property. are yer if ~cd ,c1C?scd seles. ~nd_ "re the ~~st_currc~.~ly_ovAihblc. RII~&e of vol,,",e i&_SIO,).O~O to SI'.O..OQO.. l:01mrllt\'''lr.ol\dllfoollcl~'''''''' Proper~y _has_b(!en_Appr.iscd_l-n.'~nr; is~ co_n~i~.iol}~_no_ improvelDc~~s wcr:~ consider:ed In_v~lu(! ~.cportcd. Appral.ser ASSU~~' ".II nccesury p.ermiu_for rutu~e building C?n site ~re nvnll"ble. illiA. . ,. S6.508/Ac!, _ I.n'p~~~l~!l_.u otSC~IP.t~D~ ____ 12'.2:96 _~ycr:R&e_ 18.9 Ac+l- Ro111n& ___. ._"one_____ ^&r:J_c~!._. none .. _ CO",P}qABll ,.O_~ Harket , Lisburn Rdc _tt_ct;_~_~r..tic.sbur& _ 4_4H.L1cs _ J, /5,000 __.-J_S~ --'107".J!Ac.!e Hr.S/Courthouse Rcrds .-..-.----' ..--- .-.-...---.ill..... O(SCR.!PI10~____.1 _ _"..t""fll_.._ !It?L !.- _A_'!.~.r.~g~.____ 1 10.6_Ac+/~_ I Roll~nc. _. I . ~ubl1c ~/S Residentio~ nOlle I I I I ,Jii;;':U;:;-,' , :10,000 , 10,000 CO~~_~RAlltI ~o 1 .. _ ~r.Ol"~AqABU--'iOt _n _ 11 Sgrlp,noll I.one Tract 1&2.8ore Road F.nolo_ ._ H~chonic_!"~urR._. 5 Hilen .5 mile _,_ T: jl.J,l;i~~~ ~=~=.-'=+:,:i.m~~~ HI.SlCourthouse Rcrds HI.S/Courthouse Rcrds ._~o~i~~I~'-~Q~~__ - 1.-' _~~~,~:= _.~-Qi~CRtP'i~~~~-~-=~-';':J.!~~ ~'9'._______"' 2~_~~_____H!_'__~_~ ~.. __ _ . Average ^,!,e.rl:'&e. .. __1_._ ._____. 5~.qOO 12__~c+/. 111.(lQO q.~_^c+/- _I 5"i.!I0 Roll~n8 _ I. Rollin&_. Publlc W/S_ _ I -1.0..000. Publ ie W(S. Recidc~tial I -IO,OQO. ^Rr~cul. Impr_velllnt_s_~ I . 35 .000 Out1?ld&r. I '1.0,0.0 . ~",.. lII11rn' SUBJ(Cr Tract 01'. .. KDn.l:l~_~!~. .I!~__ ,,!n!~-,~tykl~lbt Sa'nPrkl ':"lttl^~ . -20..0.0 I --'-- 30,000 O~:li[~":' I't .000. l!l~~:O~- 25,00 'lOIJI:lIt[OllI"''''Q11 Harket dnnlyr.i~ ~u[lpDrts my estimate of mlltkct value, I (Stl","'1( trIIlw''''~1(1t VALU(, Alii O(lI~fO, fJI SUltJlct PIl(}~1l1Y ASOI ,,"'alllfl'l S"~"'"11 ~~/(.',.. '/It' .(~.,:/h 11 ~."'. CASSMWRA I:ROCKETI' 12.2 ",/',. %. M''''r.AW1-;l.~I:I_'~rlll''! l~; 011 .- S'I~..t~" ..) . '- ( r I. Oil' I' 1'10lQ6 "I",e sn:vt-:n w. RARH.TT. lol'fl 12~ .000 I ~nf'!.9!.~''U''W'ft'~t'P.l'tr'''r , ," I, SRI'A-. SPA oll;12/20lqc. . " . - ~ J!r!!!i~~ ~~ 1<WIIISII1P , ' Jl '1 " ,.. r..... . ".. ~ lSt:t AIIJN Z4.lell "I.....IN .~ - " 11 0 ,"N !t 1 11 sz, 1 .,-" 0, 0 .0 i t ill ~ , ': ....... . .. ...M .....; ...,1. . . i.-",~,." .:...., ~ ", ". . ',\. ~.,. I,(''\..I.~~.., ,~~;. 'r.,t,q;;.;p.~. .t,.1..~':'..lr . ~'~'./~~~ """",\'\' ".~It."f.~... ... ,..... t,. II' ~- ."':...,, i,.."'....~'~ . ",{:.,:', . .K~~;., I ,1~ .: .';..~; _:? ~.~i... ...' .y.: } ',I' ..;. " " t,~ .' : .~C1' \,j II 1'61'" - I ~ j. " . ~.,~/.':~.'. ~~.,-:,.~:.,.. ..~ :::'.'f~:;'::: .,.............. . !........: ....;.... ~' . . .-,' .. . .~. .' .,.)~~".,~ .~...\' 'to' -It... .,' TlI. .... t.oT '0 BE ~E FOR ..:cuRATE ~~AllNa" f\.H'OS[$ .. 9-539 "'0 I' ," ., ~-':.' '{ ... " ':. . \~ ;' . ,o,' " '\.. I ~!. ," ',I;t, "'~I .~ A I I J ~ I i I !lu! - .' ~4.J( ..Ji.tv\~ -#.. '.... ~.'\;.~,~ '. ...... " ',. z C2 0.. In !., 'I' ;. ..... '"' " .. I i'l;,. ... ~:.. I .4i..~1 (0) . .', A:: t:J :-- ...:l - In ... '. ...... , .- . ~"f , ' . ..". .' \....~ ~ If' ""..... . ....... . , 1\ ........ I. .._.u....... . , /- " ., ,., ll) i' t 1, I' . , '., .' .' 1 I I i . . ;'~' ~ ... - " I , 4" r' , ,g\ .. . , I " ,i.1 \ ~ -,-7', ~ ... ,11 r 'A:: 7. \1. w . " o..~ o.....:l :::>~ '...tll.M . .: W' '/';' 0 , : A:: !: ~ . 0 .." .-. ..... ! <,' . ; "i ItaO .P,,1ftG....~ ~~,,"IJ 10;. ..,e '. . 'r t : , II J !: , " . ! , i I r .11I i J ! 4 I r . ''''' t ! i ""..' S. W. IIAKK.:rr K.:At. .~I;TA'II: AI'I'RAISAI. S.:RVln~o; htlluLQJuLJ.Y_f._H~U~R._~"t.tc,___"__,,,,,,,_, '_"__"", ,_, ._,_ __________ ruMrlJMmI!'-I[.~LIl._Kullhau.,Jtua~__,_", ____'_,____ _" _ "'h ._____.______ Cll. H.~h.llitJIhu[ lJp"I1_ Cum~ulillld,__ _ _, _____IiI.le_I' ^ ...h --;r,lp_CP~'-1Llli LrUrr AU.w'IUlY-Lyu V. Otto 111 APPRAINAI. AUUt:NIHIM NPM:'AI. t:UNUI1IUNS 1M '"lhll"1 Ihnhd Itrm"Ir '1"1"" '1''''1.1 (IInd,II<1'" th" "fit Ilknliltnt..~ .h.. "'I""\fl tllllln,;: .hl' 111'111,,"," "I 111l11'!',111""''I'I). lh( 1'''"I~lr.''lr ",In, I"" Ihll' Mlaht.utllu,ltl'.nd .......'"'"1 I'"trn "th,rto1\f" l'\lllr.I,lhr "'I'II,IIl'"' th,! ."lIt IUlh, ",1>'1'1"""1""'. "'111\ "Of"I~"'I'k, IIu.IIKI N"r..,rtlllhr "..,l,1 ,..Ill, IIf II'Ic' '"1111" lII..lll,d..ht~.II !ht 11,1'1111 "...,~ ,.) I..,"r. "''f'l,n"., 11m" ..,.... h....,. m"...'..... w "..,_ Ih" ", ,m "I'I""I""I"...I""~11 ""'ILt'. \.,1011 I. .L 2, .!.. .1, 4, S. (,. - 7, H. 'I, IU. II. t2, (J, 14, IS. 16, 17. Thl' !luhjl'rl i\ Im:utt'd in a rllrl.1 Mr,l .1IILt i\ '"'\\ Ihan H" huih 11'1, 'flli\ cundilillll i.. IYIIic:al,11I11 (UlnfUlIn fur Ihe .1Il'U anIIIUU:S NUT alll'tllhe ma,1,,'1 \'aluc flf JUlu,e 11I,II~l'I;lhilil)' III Ihe lIuhjetl. l'ummcrc:ial/lndu~lrial UU'l U't" lutall'd wilhin Ihe \U"jCtl'" nl'inhhlllhlllltl. Tlll'lI'" II\C\ ;ue 1)'Ilk..1 III !foimilil' neifthhurhullIh and un NUT aUl'tllhl' nHultrl \'I.lue II' hllurc n1ilf~l'I;lhilily "' Ihe "uhjl'l"(UIIJII:rIY, Volcani and undnl'lllped I,lnd U\l" ;IIl'lne,lled \\'ilhin Ih,,' ~uhj"''''I\ nei~hhll.hlllld. 'J'I1l"1' 11\1.'\ ;lIe IY(1icotl lur Ihe arca and nn NUT aU,,'cllhc m;u1el valu,,' "' fnluu,' mit,ltl'lilhilil)' fI' Iltl' \uhjl'CI,Ull(1,,'rIY, The JHedunlin.1nt v..lue in Ih,,' ncighhnrhuml i.. leM Ih,lM IhM uf Ihe m.uh-I value flf llll' Mlhjt'l'l (1,o,le,'y. Thir. i,. duc In Chl' \'cry wide "mite III \'..Iuc ul JlfIIJ1crtil" in Ihe ilfl'il ;11I11 ""J1rrilll llualily III Ihe "uhjetl (Unlll'Uy, Thi" mnlJililln U(U:S NUT illlel'llhe miH~l'l villlle III 1I1l' "UI*'('III' ih IlIlu,e rnil,kelahilily. The \uhjctl (1fn,",'rty h lucalC'd in It F,H.M,A Idenlilied FlulId Zune. Thi\ cUl1diliun nUES NUT alleCllhe ma,kel value ur fUlu,e markelilhilily IIf Ihc ..uhjc(1 whell Unml iJJ\urilnn' CU\'l'filIW i\ '"'lluired, flulltJ in"u,ancC' is ""gge\led, Dam(1neu ill nnled in Ihe ha..cn1enlllr Ihe "uhjccl. Thi.. cllndiliun h ('un~idc,C'd Iypical in dwclling\ ul Ihili "Iylco and nnES NOT aUect ma,kct value or Ihe rUlllre marhlilhilil)' of IIII.' "uhjccl. Slanding or running waler was nol p'e~cnl on ha..cmcnl flnor, The \uhjecl pfU(1efly iili ..crviccd hy privale well .:.... and ..eplic ..!.: ~Y~lcm\ which i.. CHrnmun fur Ihe arca, Thi.. "nes nlll ..lIcel mar hi valuc III fulure mllrhl.lhilily, The ~uhjecl is nMer Ihan rln yca,... All mechilnielll ')'!ilt"m\ indudinA Ihl' heiltin,:. del'lric"l..n" plllmhing sY!litcms a(1pear upnn a vi~uJI Clllt,;"r inspeclion 10 hl' in workinR IIrdl". Nn warranlil" ;lfe implicd in Ihi\ 51alcmcnl. Rl'pai, ilems We,e Rulcd in the cflmml'nls \celion IIr Iht repllll. Thc~e comml'nh fill ,epair ilcm.. a'c Inr de\criplive (1urpmc.. unly and a,"' nfll rcquired repiliu. The repair i1l'llI\ li\lcd inc l'mml'lil' ,lnd un NOT aHcellhe ma'~cl value fIf rUlufl: markclahilily nr Ihe !';uhjeel pfn(1CrI)'. The hasemcnl flour is a dill (Junr. This cundiliun is cnmmun and IY(1kal rur Ihe area allll UU,.:S NOT i1Uecl Ihe ma,kel value or rutu,e ma'kelahililY 01 the !liuhjecl. The (1,c,,"'nc1.' ur 11 dill flllur UOES NOT pUlie a heallh or safety ha/ard. The !l;ubjecl properly dlles cnnlain funclinnat oh\f1le..cence a.. nllled in Ihe fL'porl. Thi" cllndililln i.. considered cnmmun and Iypical fm Ihe neighhcuhoud ill1lJ DUES NUT aUl'Cllhe: ma'~el 'allle nr IUlu,e marhlllhilil)' or Ihe ..uhject. The 'And \lllue ucecds 301', fll lulal value due If! Ihl' high dem;tnd rur \acarll l;lIId in .hi\ ncighhurhnod, Thi\ (IIndilinn i.. con.\idcll'd eflmmnn ;tRlllypic,,1 rllr 1111,' nei~hhlllhlllltl anti nOES NOT uUcel Ihe ma,ket value en IUlure marlce-Iahilily uf Ihc sulljecl. The land value exceed" :lfli:f. flf lulul value. Thi\ ili due In Il1l' 1,If,tl' "ill: IIf Ihe ~ih:, Thi!i l'lIndirion i!i cnn~ide'ed In he lypic;!1 and cummon und nOES NUT aUecllhe milf~"'1 '101 hi,,' II' rUlllfe lI1arkclllhilily (II I he ~uhjeel. , Indh'iduilr udju"lmenb Were ,equired Ihal cxcecd I ~~'" The"e adju!lmcnb we'e ,cqui,ed due In lack uf mille !iimila, cllm(1arahles un Ihill indh'idual raling. Alllhree cnm(1,lfilhll'\ arc Ihe BEST A V AltABLE. TUlal adjuMmenl~ excced 2~'f" This i.. due In Ihe lack IIf comparahle \;lle\ Ihal we'e more similar in the ,"uhjec"! ma,lel area, AlIlh,ec com(1a'ahle!i arc the nEST AVAII.,\IILF., One m mo,e cum (1a,ahle \alc.. a'e older lhan !ii, monlh". AlthClugh Ihe,e jlle cClm(1l1'ahJc (1l1lpeftics in Ihe ..uhjecl'!i a,ca, None have "uld ,eccntly; the,clure, "..Ie\ in CllCl'55 IIr ~i, mllnlh, h;I\'e In he u!il'd. AlIlhree l'llmflarahle" u\ed \\Il"e the REST AVAII.ARLE, One III mure cnm(1arnhlc\ u!ied we.e in exCC\" ur tine mile from !Uhjecl (1'II(lelly. t\hhllugh Ihe,e a.e cnm(1l1,ahle plllpe'liu in Ihc immediate area, nunc hn"e 'inld 'c(enlly. Tht'rclurc. il was Q('Cl'!l\ilry to use cumpa,ahle "all'" ullt.'iide or the immedi;lle area, All cllm(1ar;!hle\ u\cd ;If,,'llIcalcd in 'iimilar ncilthhurhflmb ,11111 wilhin Ihe \ilme nlMh-linR ;Ilea. Alllh,ee CClm(1;lfahle~ 1I,,"'d Well' the nt;sl' AVAII.AUt,.:, 18. The c1cclricals)'!ilem WU~ not cunnccled during in\pcClilln, If). The Willer ~ervil'e Wa!li nol cllnneued dll,ing in"pcl'lilln. 2U. The healinR \y"lc", wa~ ",hUI dllwn Iluriug in'pcclillll, 21. Ruufing _ Plumhing _ Elcclrical_ lIeilling _ cerlificatilln i~ \U)!~l''''lcd, 22, Ingruund !liwimming punl _' nUl huiJding'i _' indudl'd _, nll1 illduded _' i1cmrdillR III lendc" guidelines. 2:l, According In lenden guideline'i, a maximum IIr _ OI(re.. .....ere cHn\itJ""etl 1m Ihi~ ",lluOllilln, I{em..ining acreage Wa!li given no v..Jue, 24, The !liuhjecl p,ope,ly i5 luCall'd IIn II privale mad. 2~. Wund inre!lilalion in\peClion i\ "uggeMed, 2(.. l.uSI ,ccorded dced I","der: Ualr .II /A . l'un5Idcrallfln: S ~ / A . 27. Prupmcd cnn"huclinn/r,,'nuvuliun in i1Ccurdilnce In (1Ian, antI \,Iccilic.llilln\ III he rnnlJ,ll'Icd in a wtl'~man. like manner, 2N. Seller i'i J1aying ra,' or all (II c1l1~ing cmh, Thi~ DOES NUT IllIeu Ihe rn;uh'l Villuc II' fulule mil,1elilhililt 01 'iUhjl'CI. 21). All cumJ1iuahle ~ale\ arc vcrified rlmcd \alc... :tn. There a,c no :tpccial cundilinn"nr nlhl'r ,cfllli'"',""'nlll Ihlll "'fluid aller' ma,Lel ",.llll' Itl flllme flIi1rLd;lhililt ill Ihh AJlp,ai..;r1 Re'ln'l. ,11. Olher: ,'/. --~-__l / -----~- ------ - .-"-- ,.', / , 7'~__ '/, .1 ", DEFINITION OF MARKET VALUE : Tho mo'lllIuhnhht pm" W"lth 1'11111I111"1, 'hould IlImom II utmrll'lllIvn .net opnn marllol under 1111 condlllo", 10quI"le 10 . lilll uln. !till bu,ol IInd 'OUtH.lIl1th "clmg pllldllllU" ~nowlUllgllllhl1 "nd ""umlnO Iha price II nol ."nclod b, undun ,"muluI ImpllClI In Ihll dnlmllll)O Ii Ihll conlummallOn III tI ",hI tlI 01 " IpUc.II,nd d,llo nnd Ih_ p""lnO 01 11110 Irom '0110110 hu,nr unltOI condlltM' whmnb, III bU,ttf nnd 111111'1 /II" l1fllcnl1, mohvnlcd, 121 hol" plllllll aln woll lnlOlmed 01 wunadvllod. nod nth ,u:llnO In whnl hit cnnildlll& h'I own bOil mlnl(ul, 1:)1 n IUlnnllnblo Ilmll I' nllowod 101 OlpO'UI. in Iho Opl," malhl. (41 p."ml'nl il mlldo 1I'Ilolml 01 tlnh III U!. dolln" Of 111 Imm' 01 hnllnc.llllnlltlnOOmonll compallbla Ihololo. and t51 Ihe pflCO ropro..t'nll Iho nOfmBI con..'dfffallon 101 Iho ploptlfl, ,old unallnc.hld b, IpncuII 01 u..ahve hnllnClno 01 1.1.. conullionl' gfBnlod b, nn,onn II"OCIIIIIIII wIth 11m "I'lln "Adjullm,nll 10 tho compalabl.' mull b. mBdo lor IPoCl,1 Of clllnhvo IlnMcmo Of "1'1101 conconlonl No nd,Ualmonll .'0 noc....r' lor Iho,o COlt. which ala normally paId b, sollo"....1I fO'Ult 01 trlld,llon 01 law III n mlll~ol AIo;" IholU cosll af. f.adlly Idonllll.bl. Slncolho 101llH pi' I Ihuv COlli in vtllually all..lo.. I,"nl..cllonl Spoclld IH cfonllv" IlnlntlnO adju"lmonll can bo m.do 10 the complII.ble plopell, by tomp.monl 10 hnanclng 10fms oUeled by a IhHd pmly Inl!llullon.1 londol Ihll II nol .'roldy involv.d In Iho plopoll, 01 Ilanucllon Any adjullmonl ..hould nol bo cllculalod on II muth"nical dollar lor donal cosl 01 Iho Iln.nclng 01 conconlon bul Iho dollaf amounl 01 .n, adjullmonl should approllmalo tho mar~oU IIIlICltOn 10 tho !inancino Of concouionl basad on Iho applallOn ludVllmonl CERTtFICATION ANO STATEMENT OF LIMITING CONOITIONS CERTIFICATION: The App'allof corllfiol and .g,ool Ihal I. The Apprail.r hiS no prolonlor conlemplaled lululo InlOlosl in Iho p'opolly apprAilod; and nOlthol Iho omplo,monllo moko Iho apprai..al. nor tho componsahon lor II. i.. contlngont upon Iho appralSud vnluo 01 Iho propolly 2 Tho Appr.isof h.1 no pOllonal Inlol8s1 in 01 bial wllh rOlpocllO Iho ,uhjoct mallor 01 Ihe appralllll rcpoll or tho paflicl. panll 10 Iho lalo Tho "Eslimate 01 Markol Valuo. in the .pp,alul ropOl1 II nol basod tn whole 0' In pall upon Iho roco. color, or nnllonl' origin ollhe pfolpectlvo ownors or occupanll ollho propell, applllllod. or upon 11'10 "U:O, colol or nallonal ollVln 01 Iho pfesent owno" ot occupanll 01 Iho plope,tiol in Ihe Vlciltlly 01 11'10 p'opollY appraisod :I Tho Applalsor hu pOllonall, inlpoctod Iho plOport,. bolh inlida nnd oul. and has made an lulOlior Inspecllon 01 nil comparable sAI.. lilled in 11'10 roporl To Iho bosl 01 tho ApPlohe,.s knowlodge and boliol. all ,Ialomonll and lnlormahon in Ihls repoll ara Iruo .nd conecl. .nd Iho App,ailor has nol Ilnowlngly wllhhold ony slgmhcanl inial million ,. All conllngenl and hmillng condItions II'. conlainod horoin (Impolod by Ihe lorm, of Iho aui9nmonl or by Iho undol- signed .flocllng Iho analysos. opinionl. and conclulionl conlalned In tho repoll) 5 This appr.i..1 loporl tlu boon mado in conlofmlly wilh and is lubjoCI to tho loqullemenls 01 11'10 Coda 01 Protou'onal Elhics and Slandaldl 01 Prolonlonal Conduct 01 Iho applailAI ofoanlralionl wllh which 11'10 Appraiser is alhhtltod 6 All conclu,ions and opinions concurning Iho foal o..I.le Ihal 0'0 lollollh in Iho appraisal report woro prepared by Iho Appr.lIor whoso Ilgnaluf. .ppears on tho apPfals.1 lOpOft, union Indicalod as "RovlOw Appl.isor." No chllnou 01 an, 110m In Iho apPlai..1 'aporl Ih.lI bo mAde b, anyone olhor Ihtln Iho Applailor. and Iho Applaisor shall havo no ,osponslbillt, lor any such unaulhollzed chanOI! CONTINGENT AND LIMITING CONDITIONS: Ttlo corl.licallon ollho Appraisol IIppoaring in Iho appraisal leporlll sub. Jectlo Iho 101l0winO conditions and to such olhol spoclllC and IIml\lng condlhons liS Ar. sel fo,lh by Iho Appraiser in tho roporl I The Applaller anumes no lelponlibilily 101 mallors 01 a logal nalu,o allocling 11'10 prope"Y appraisod or Iho bUo Ihero. 10. nOl doos Iho Appraisor londol any opinion as 10 Iho tillo. which IS a&sumod 10 bo good qnd m:ukolnhlo Tho ploporl)' is npPlaisod as Ihough unda, rosponslblo owltOllhlp 2. Any skolch In Iho lopoll ma, Ihow approlimate dlmonsions and" included 10 aui..1 Iho ,oador lit visuallllng 11'10 prop. ellY Tho Appfaisor has made no lurvo, 01 Iho plopOlly. 3 Tho Appraisor is nol requlrod 10 glv. 1011lmony or appoar In cou'l bocaUI. 01 h:lVlng modo 11'10 opp,aillll With roloronco 10 Iho proporl)' In quos bon, unlou .r,anvemonl. tlavo boon proviously mado Ihololor ,. Any dlslributlon 01 Iho valuation in Iho ropo,l bol'Noon land ond improvemonl.. npplies only undor Iho exisllnO progrnm of utihtnllon Tho snpalale valuallons 10' land and bulldlltlj musl not b:t used in conjunction wilh any olhor app,alsal qnd Aro invalid if 10 usod 5 Tho Appralsor auumos that Ihero alo no hidden 01 unapparonl conditions of Iho propolly. SUbSOil, or ..Iructuros, which would fondel II mo,o 0' Iou valuablo. Tho App,ailer anumo.. no lo..ponslbihl, for such condlllons. 0' lor enginooling which might bo loquired to dlScovor luch lactolS. 6 In!olmation, estlmatos, and opinions furnishod to Iho App,amll. nnd conlainod In tho repoll. wero obtained ham sourcos conside,od rehnble and blllloved 10 bo Irue nnd COllecl Howevur. no lospons.blllly 101 Accurnc)' 01 such items lurnishlld tho App,ailol can be anumod by Ihe ApPlailor 7 OlStlo"ulo ollho conlenls ollho apprais,,1 reporl is govolnod b,lho O,laws And Rogulohons 01 Iho prolouionnl appraisal Ilrgnniznllon' wilh which Iho Applaiser is olh'laled 8 NnilhN all, no' any PilI' of Iho conlonl 01 Iho ropo'l. or copy Ihereol lincludlng conclUl.lOns 01 10 Iho p,opolly valuo, Iho Idontily ollhe ApPlailer. plolenional dosignalions. ,oleronce 10 any prolenlOnal app,aillll o'g~nlznhon,. or Ihe li,m wilh which tho ApPlaiser js connocled). shall bo ulod lor any purposes bya",ono bullho cllOnt specifIed In Iho fepoll. Ihe bOflowor il oppraisallolt paid by sarno. Iho mo'lgavoo 01 il.. 'UCCOSSOII and anign... mortgago InSUIO'... conlullllnl., p,ofossional appraisal organizations. any 11.10 Of lodltl.U, approved financialln..hlullon. IIny doparlmonl. ngenc" 0' IMllumonltllily ollho Unlled Slain or IIn)' slllle af Iho Ol'trict al Columbia. wllhoul Ihe p,ovioul Wflllon consont ollho App,alSer; not shall it bo conveyod by IInyono 10 Ihe public IhlouVh .dverti'ing. public ,elallon... nows, ..In, or olhor modla. Without Ihe wlillnn con.ont and app,oval 01 Iho Approilor 9 On all appraisals. subjecI 10 InUlfaclory completion. lupni". or aftol.llon" Ihe app,,,!,,,' Icport IInd vallie conclUSions nlo conllOoonl upon complollon 01 tho Imp,ovemenls in 11 wOlkmanliko mnnnor Oalo 12.2. 1911 App,alICfls, (.;f_":.1.u~.-\L Jc;"f,;~;.r! CASS^NIJKA (~Rnna:TT RI.-Onl HR-l. ) ) "> \..l ! STEVEN W. I\MUU:rT. C: -lJfllpI)H-1. .;1 SRI',\.SI,\ IIIU"lrht 1....1I..n~J,,'t.~ SoIl_J',1I11 nUll "'II PrO"\IIOI"'1 I~( I (!!)(JI!lH ClTl ............>.H......... *' Schedule B Stocks and Bonds COt.lUONWtAllUOf rEfmSVlVANIA INttERnAHCE TAX RElunN R[lIO[NT Of:C[()[Hl i FILE NUMBER lOOK I!slalc 96 ESTATE OF WEilER, Jay F, (All priipciriy jolntlyoownodwllhRlghl of SUlvlvorshlp must bo dlsclosod on Schodulo F,) ...n ITEM ! VALUE AT DATE NUMBER I DESCRIPTION OF DEATH n. . 1. -I- 2U'in.ErcCiiOnlcIliiiii'SYs~.Ciiii;-:'@'ofB:ns.--"'.--"'."..'...'..'---".-----...-.'---.I'-.'---...9'G230' .....,..''2':"''...'..^cciii'C'a''Diviacii'as:''20''s1t:'ElcClio.iiic''Dii'iii.'Sys:.C'iii'ji:.......,..,.."..."..,..........,....,......,..,.....,..,..................,.,.....,.....,....,.....'..'.....7:77 ................................................................................................................................................................................................................. ......................................... Schedule B TOTAL 5965.27 .. *' Schedule G TransfonI COUUON'i"wUlnt OF rtNNSVlVAHlA tHHERITANCE TAXRETURH RtllotNT DECE()["' FILE NUMBER lOllS Estalc 96 ESTATE OF WEBER, Jay \" THIS SCHEDULE MUST BE COMPLETEO ANO FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THIS COVER SHEE '~'ITEM i"~ .. "TOTALVALUE' DEC'D ; DOLLAR VALUE OF NUMBER! DESCRIPTION OF PROPERTY EXCLUSION OF ASSET . % INT, . DECO'S INTEREST ~~E~:~~~~~~~~~:=~~~~:==~t3~=:~;~: -- - ._. ... ----~ ---------.--..---'- Schedule G TOTAL S97,OtO.5S " *' Schedule H Funeral Expenses, Mnlnlstrative Costs and Miscellaneous Expenses COUUONWEAl nt or rtNNSYl VANIA INHERITANCE TAXRE1URN RESIDENT OCCEOE"T ESTATE OF WEDER, Jay 1', ITEM NUMBER: A. 1 Funoral Exponlol .....'!':'..':MiilpeiiiViiiieiiinriii'iic.;.Mc'i:li'a'iii'cs1ii,iii;.pi\...............,....,.......,.....................................,........,............................................'..8;587:'50' FILE NUMBER IOOR Estate 96 DESCRIPTION AMOUNT '....'2.:...."McCliii'iiics1iu.iii.Cc'iii.C'icry..i'\sso.ciii.iioii.................,...................,................................................,..........................................,........'~7'5:0'0 .....J:...."MoiiiliiliiiilTiiscripiiiiii...........,..,.......,........................................................,................,.........,......,...,.............,........,........,............'.......TOll:O'O ......4.:....1'F'iiiiiiiiiTiccepiio'ii..'....'....'.....'......'.................'.....................,..........................,..,.........,......,................,..........,......,....,.....,..,..................'ZOll:O'O ...............;...................................................................................................................................................................................................................................... i I ..............~.................................................................................................................................................................................................:.................................... .............,~..........,............,............,..............................................................................................,................,..........,.......,..............................................,..............., ._~_______.ut-___.._ --.".-.- _.~-_.--- .------~. ------ B. : Admlnlltrallvo Costs 1, Personal Representative Commissions none Social Security Number of Personal Representative: Year Commissions paid 2, Attomey Fees Martson, DeardorlT, Williams & 0110 4,000,00 3, Family Exemption Claimant Dessic E, Weber Address of Claimant at decedent's death Street Address 1387 Lutztown Road City Boiling Springs 3,500,00 Relationship Spouse Stale PA ZIP Code 17007 4. : Probate Fees 247,00 ___,,_-L _,,_,,_, ,,_____,_.,,_'_ ,--- C. Mlscollanoous Exponsos: ..'..T~..'..CiiniDiiilaiinii'w'Jiiu.iii'aT:...Aaviii'iisiiiii"r:ctiers'Tcstaiiliiii'iiiry'....................................'.......................'.........y........................'60':00' ..'T..'~e'S'iiiitiiiiiJ:'..Aaviii'iisiiiii'.r:elic'is.Tc'staiiliiiiiary..'...........,.................................,...................,............................1,...............,.....'..67:2'8 .....j:.....jSieve'ii'W:'IIaiTc'ii'R:iiiil'Esiii'iii:'..i'\ppiiiisiirrc'ii'..,................."................,..,.....,.....,.................,..,........,..,..,..,.......'I'..........,.........'6.S0':01l ....'4.:.... Cliiic!i.B'iicKc';:...A.jipraisiifTeii..................,...............,......................................................................,...........................I.........................411:0'0 .....'S:....'ffi.eiiisi.r.orwnI'S'i"FiliiiiiTce.............................................................................,....,..,......,.............,.......,................'...1.......'....'...."....'.1'5:.00' ..,..6':.... .sc'iViiaTiii"aifdiiioiiiimliiig'rccs"aii('/'i'iiiscell'aiiciiu's"iixpensiis..................................,...................,..........,..........'.........l;OO'O:ll0 .............. .~...~......................................................................................................................................................................................... .................................... Schodulo H TOTAL t8,94t.78 . _.' -. _ .... r' . . _ . . SchoduloJ BoneIlcIarIes COMMONWtAllUOF I'[NNSYlVANIA INII[RITAHCE TAX "[tuftN RE&I()(N1OCC[[){Nl ESTATE OF WEilER. Jay 1'. ITEM NUMBER. 1 A, Taxable Boqueata: Oessie E, Weber 1387 Lulztown Road Boiling ....,....:z:..,....., Diissie'E:'WClicr:'Tiii'slcc~'CrcilirTiiisT!D'iscriiimcr'mcal.....mm......m Sp.oii's'c.......m............. ..........................2UB',i3T.'G5 flb!o Oessie E. Weber for life: then Susan Moeslein, Tina Weber Daughter and and Tammy Weber Granddaughlers 1387 Lutztown Road ...,..,.......,.....,. Boiling"S"riI1t:9;'P-A'''I'?O~7'''''''''''''''''''''''''''''''''''''''''''''''''',......,.....,....,....,..... .......,.........,..................., ,...........,....................".............. FILE NUMBER 1008 Eslale 96 NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP SHARE OR AMOUNT OF ESTATE t. Spouse 97,010.58 ITEM NUMBER _--n---"I3.Chrirltriblil rind GovernmriritrilBaqueata: =~~===-=~~===f~~=~=~i I ~J==~=~=~=~~==~~-=~J=-=~=~] NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE Schedule J TOTAL " . Schedule M Future Intorest Compromlso COMMONWEAL TtI or PENNSYlVANIA lNU[RItAHCE lAXA[wnN "ESI()("' DtC[()("f I, ESTATE OF . FILE NUMBER ,WEUER, Jay 1', . 1008 E.late 96 I iThls schodulo Is opproprlolo only for oslolos of docodonts dylno oflor Docombor 12,1082, i This schodulo Is to bo usod for 011 fuluro Inlorosls whoro Iho rolo of lox which will bo oppllcoblo whon lho futuro ,Intorost voslsln po8sosslon and onJoymonl cannot bo ostobllshod wllh cortalnly, II, j Benanclerlal I Nlme 01 Bananelery i 1: "De.sie E, Weber 12, I " 3 In:_, i,~' : 5: i, Relationship Wife Sex Female i I Date of Birth 4/19/19 Agoonlll*lof ~1.0lDh 77 i i ---' j --lil,IE~pla~;ti~;" of Compromise Off~r; ! See attached calculation: DOD value of trust Age of wife: ROR: PV: Remainder: 208,731.65 77 6,6% t21,359,30 87,372.35 , -".---\--- ----,""--' , IV. I Summary of Compromise Offer: I 1, Valua 01 Future Inlerest: I 2, .......................................................................- 208,731.65 \2\ ,359,30 87,372,35 I i I __J Am( I ounttol L1neL,1 Ex1e3mpt fromltTlaxtl ) "" .,..,., ,., ,." ,., ,. ,...,." ."""", ,."""" '.., '. asoeneron ne ,Recap ua on 3, Amount 01 Line 1 Taxable at 6% Rate (also enleron Line 15, Tax CompulaUorif" ...... ......",...... ....,......", ,...... ..... ,..... 4, Amount 01 Line 1 Taxable at 15% Rate (also enteron Line 16, Tax Computation)"" ,...., ......, ............,...."" ............., ....,,-- . Schodulo 0 Transfers to SurvMng Spouse COMMON'MAllttOl "[NWinVANlA INII[ltllAHC[ '^ll.Il[IIIIUl ItLSIOnn I>ICl:IlUII ESTATE OF WEilER. Joy F, FILE NUMBER I UUK ESlote 96 Part A: Enlor Iho doscrlptlon ond voluo of all Inloresls, bolh loxoblo and non.loxoblo, regardloss of location, (nol 01 doductlons) which pass to lho docodool's surviving spouso by will, Inloslacy, oporatlon of law, or olhorwiso. Doscrlptlon of Iloms Amounl _........,.:'..'..'...I'rocc.ii,rs..iifi'i.:r:Cr::'G:'29'G;"Q'iii'iiiiiy..(SCTi:.'G;'Tiiiii'i"I1'.....'......'.'..'.."........'......'.....................,..,........,..............,............,...jS:'S3'O:UO' ..........2:.......'..P.ioiieciJ;i'i1r'(lc.iiii"Mi'iiii'iil:..9T~:B'2TO;..Q'ii.iiiiiiY'(Sc1i:'.a;'Tiei'ii'2r.................,..,....................................,..t,......,.............GT:~'GIBll ..'.......3':.........'I'rocc.iiirS"iiff;fONYlifc'iii.si'ii'iiiicc'I',iTicY'B7r:~r:~:r(ii'iij"iii'c'lii.i1cirii'ii'liilicriiiiii'ce'Ta.ii.............'I...............,..,..,..S:'O')2:UO Relum) I .::'.:..:'..,::~.:::'...:::::',~,~~.'!!,i.:!.~~.~!y,i.~~,~,~,'.~.i.~,',?,~:"I,~~'~.~~i!,i',...,:'..,'..,'..,.,'.'..,'.:',',''',',',',',',:'.:'.'.'.:',:',''',',',:',',:'.','''.'.'..,'....,',.,:..'.:..:','......,',.,..'.....'...'..,..',','..,',....'...:'.:'....,.,....','.........'...','......,..:..J..,'....,...,.,::::'.::'..,....:~~,:.!.~,!.:,?'~. Part A Tolal: Enler the amounl shown on Ihe rocapilulatlon sheet In the Decedenllnformatlon Section S3tg,834.23 Eleellon to Subject Properly 10 Tax Under Seellon 2t t3(A) As A Taxable Transfer by this Decedent If a trust or similar arrangemenl maels tha requlremenls of Sacllon 2113(A), and: a, Tha lrusl or similar arrangemenlls listed on Schedule 0, and b. The value of the trust or similar arrangement Is entered In whole or in part as an asset on Schedule 0, then tha transfaror's parsonal representative may specifically Identify the trust (all or a fractional portion or percentage) to ba Included In the election to have such trust or similar property treated as a taxable transfer In this eslale, If less thatlhe entire value of the lrust or similar property Is included as a taxable transfer on Schedule 0, the personal represenlatlve shall be considered to have made tho election only as 10 a fraction of the trust or similar arrangement. The numerator of Ihls fraction Is equal to the amounl of the trusl or similar arrangemenllncluded as a taxable assel on Schedule O. The denomlnalor Is equal 10 the total value of the trust or similar arrangement. Election: Do you elect under Section 2113(A) 10 treat as a laxable transfer In this eslale all or a portion of a trust or similar arrangement crealed for the sole use of this decedent's surviving spouse's entire lifetime? ';./Yes No " . Signature Date Note: If the election applies to more than one trust or similar arrangemenl, then a separate for must be signed and filed, Part B: Enler the description and value of alllnlerests, both taxable and non.laxable, regardless of localion, (net of deductions) which pass to the decedent's surviving spouse for which a Section 2113(A) election Is being made, Description of Ilems Amount "--r:--"'W31uc ofCre-i1iiTiUsiUiid'ci'lViIT-.....................,.......,---'-'---...,--.....,--....----.......---'....--r--..'-"'"'ZOll;7JT:1lS I ...................................................................................................................................................................................................................................,....................... I I :==I-~:_::.-~::::::::::-:::_:=:=::=.:--::::-_-.:-_:::::]::.::-.=~:::: I I I I ,......,............'''1'............,...............,...........,....,.........,..".....................,....................,..,.....,.....,...,......,....,..................,......................,.......'t...............,............,............ I I .........................1...........................................................................................................................................................................................1.......................................... 208,731.65 wllJ.\14.n.h.wd 411lJ>4-.<1m ~ C~) LrJ '{j LAST WILL AND TESTAMENT I, JAY F. WEBER, of Monroe Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. ITEM ONE I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid to the extent possible from those assets held or passing under ITEM FOUR hereof as soon as practicable after my decease and as part of the administration of my estate. ITEM 1W0 I give all of my personal and household effects, automobiles, boats and collections, if any, and any insurance polieies thereon, unto my wife, DESSIE B. WEBER, if she survives me by thirty (30) days, othelWise to my daughter, SUSAN J. MOESLEIN. ITEM TIlREE If my said wife, DESSIE E. WEBER, survives me, in order to obtain the portion of the marital deduction allowed in my estate by the Federal tax laws that will eliminate all Federal estate taxes payable as a result of my death, my Executrix shall divide my residuaI}' estate into two portions known as the "Marital Fund" and the "Credit Trust." The Marital Fund, which shall not be reduced by any taxes payable by reason of my death, shall be that fractional proportion of the entire residuary estate determined as follows: The numerator of such fractional proportion of my residuaI}' estate shall be the smallest amount which, if allowed as a marital deduction, would result in the least possible Federal estate tax being payable as a result of my death, after allowing for the unified credit against Federal estate tax and all available credits and deductions claimed. The numerator shall be reduced by the value of any other property which passes to my said wife, DESSIE E. WEBER, which qualifies for the marital deduction and reduced by that amount, if any, which, when added to my taxable estate, will result in Federal estate tax no larger than the credit for State death taxes allowed in my estate without increasing any State death taxes payable as a result of my death. The denominator of this fraction shall be the value of the entire residuaI}' estate. Values ?1;P/ J.F.W. Page I of 9 Pages assigned to the pmperty for the purposes of this computation shall be those values finally dctcnnincd for Fcderal estate lax purposes, nle Marital Fund shall be distributed outright to my wife, DESSIE E. WEBER, as soon us prnctlcllble after my death, nle Credit Trust shall be held and managed by my Trustee in accordance with ITEM FOUR of this my Last Will and Testament. My Executrix sball have the power to distribute assets in cash or in kind to the Marital Fund llnd to the Credit Trust and to select specific propcrty to be distributed to the Marital Fund or the Credit Trust without regard to tbe income tax basis on such propcrty. In making these allocations, my Executrix shall use the value of the assets as of the date or dates of distribution so that each distribution shares proportionately in the appreciation or depreciation of assets between the date of my death and the date or dates for distribution. However, no allocation of lIssets shall be made to the Marital Fund which does not qaalify for the marital deduction. To the extent that other assets which qualify for the marital deduction are available, there shall not be allocated to the Marital Fund (a) assets with respect to which an estate tax credit for foreign taxes paid is allowable or (b) any payments under an employees trust or retirement annuity contract of the type described in Section 2039(c) of the Intemal Revenue Code or subsequent provisions of similar import or (c) United States Treasury Bonds that are eligible for redemption at par value in payment of the Federal estate tax. In computing the marital deduction all generation-skipping transfers for which I am the "deemed transferor" shall be disregarded. If I am not survived by my wife, DESSIE E. WEBER, I grant my daughter, SUSAN J. MOESLEIN, the option to purehase my real e8tate situate in Monroe Township, Cumberland County, Pennsylvania, for the appraised value thereof in my estate for inheritance and estate tax purposes. Such option shall be exercised by written notice to my pcrsonal representative within three (3) months after my death; and if exereised, payment shall be made within six (6) months after my death. The proceeds from the sale of said real estate, whether pursuant to such option or otherwise, shall become part of my residuary estate to be distributed as hereinafter provided. I give, devise and bequeath all of the rest, residue and remainder of my estate, both real bl-l1t1 J.F.W. Page 2 of 9 Pages and personal property, unto my Trustee to be held or distributed by such Trustee under ITEM FOUR (c) through (t) hereof. If my said wife, DESSIE E. WEBER, survives me and disclaims any portion of the Marital Fund, such portion shall be added to the Credit Trust. If my said wife, DESSIE E. WEBER, and I die simultaneously, or under circumstances which render it difficult to determine who died first, my said wife, DESSIE E. WEBER, shall be deemed to bave survived me for all purposes of this my Last Will and Testament. ITEM FOUR CREDIT TRUST My Trustee shall hold the assets received under ITEM TIIREE hereof, if any, for the following purposes: (a) To pay the net income, at least quarter-annually, to my wife, DESSIE E. WEBER, for life. In addition, the Trustee, in her sole discretion, may invade the principal of the trust to provide for the proper and adequate support of my wife, DESSIE E. WEBER. (b) The Trustee shall pay to my wife, DESSIE E. WEBER, annually, such sum from the principal of the trust as she may request in writing, provided, however, that said sum may not exceed the greater of Five Thousand Dollars ($5,000.00) or five percent (5%) of the aggregate value, at the time of said request, of the prineipal of the trust hereunder. (c) Upon the death of my wife, DESSIE E. WEBER, my Trustee shall allocate property or cash having a value of Two Hundred Thousand Dollars ($200,000.00) to be held or distributed, as applicable, under ITEM FOUR (e) hereof. The remainder of the Trust shall be divided into two (2) equal shares, with one such share to be held or distributed, as applicable, under ITEM FOUR (d) hereof and the other such share to be held or distributed, as applicable, under the terms of ITEM FOUR (e) hereof. (d) The share received hereunder by my Trustee shall be distributed absolutely to my daughter, SUSAN J. MOESLEIN. In the event she shall predecease or fail to survive me,but leave issue surviving, then her share shall be held by my Trustee and the net income therefrom shall be used for the support, maintenance and education of her issue. My Trustee may use as ~':T7~ J.F.W. Page 3 of 9 Pages II1l1ch of the principal as it shall deem desirable for such pUlJlOses but shall permit no other distributions of principal. My Trustee shall distribute absolutely the principal of each of the shares held for sllch issue hereunder as follows: One-half (1/2) at such time as a beneficiary thereof shall attain the age of thirty (30) years, and the balance at such time as the beneficiary shall altain the age of forty (40) years. In the event my said daughter, SUSAN J. MOESLElN, shall predeeease or fail to survive my wife and me and not leave issue surviving, then her share shall be added to the trust to be governed under ITEM FOUR (e) hereof. (e) The share received by my Trustee hereunder shall be held and administered for the benefit of my grandchildren, TINA WEBER and TAMMY WEBER (being the two children of my deeeased son, Edward D. Weber). The share received hereunder shall be divided into two (2) equal shares and held in trust, one for the benefit of each such beneficiary with the net income thereof to be distributed to or for the benefit of such beneficiaries no less often than quarter-annually. My Trustee may also use so much of the principal as she shall deem necessary for the support, maintenance and education of the beneficiaries thereof but shall permit no other distributions of principal. My Trustee shall distribute absolutely the principal of each of the shares held for such issue hereunder as follows: One-half (1/2) at such time as a beneficiary thereof shall attain the age of thirty (30) years, and the balance at such time as the beneficiary shall attain the age of forty (40) years. (f) In the event any of the said beneficiaries of the trusts created hereunder shall fail to attain the age for distribution and leave issue surviving, then such deceased beneficiary's share shall be held for such issue and shall be distributed in equal shares as each of such issue shall attain the age of twenty-one (21) years. Notwithstanding any other provisions to the contrary, in no event shall any share be distributed to any beneficiary later than twenty (20) years after the later of the death of my wife or me. ITEM FIVE POWERS OF EXECUTRIX AND TRUSTEE In addition to the powers conferred by case law, by statute, and by other provisions hereof, my Executrix and Trustee and their successors, shall have the following discretionary ~~ J.F.W. Page 4 of 9 Pages powers applicable to all property held by them which powers shall be effective without order of any court and shall exist until final distribution: (a) To retain any property of any nature received by them for whatever period they shall deem advisable; (b) To invest and reinvest all or any part of said property in such stocks, bonds, securities or other property, real or personal, as in their discretion they shall deem proper, without regard to statutes limiting the property which a fiduciary may purchase; (c) To sell, transfer, exchange or otherwise dispose of, any part of said property, for cash or on terms, publicly or privately, or to lease, even for a term exceeding five (5) years or the duration of any trust herein, without liability on the purchasers or lessees to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; (d) To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of any trust hereunder; (e) To borrow money, including the right to borrow money from any bank and to mortgage or pledge any asset of the estate as security; (f) To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and the like in the absence of information deemed reliable without liability for disbursements made on such assumption; (g) To pay from the trust, or the income therefrom, all debts or claims against my estate, or any taxes or similar charges on my estate; (h) To make any distribution hereunder either in kind or in money, or partially in kind and partially in money. Distribution in kind shall be made at the market value of the property distributed, and my Trustee, in her absolute discretion, may cause the share distributed to any distributee to be composed of property similar to or different from that distributed to any other distributee; (i) To exercise any sllbscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of ~~ J.F.W. Page 5 of 9 Pages any cOlJlOration, company or association, Ihe securities of which may be held hereunder, to delegate authority with respect thereto, to deposit investments under agrecments, to pay assessments, and generally to exercise all rights of investors; (j) To invest in endowment, insurance or annuity policies on the lives of beneficiaries of any trust hereunder; (k) To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; (I) To compromise claims; (m) To continue for whatever period of time as they shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I could have done had I been living; (n) To lend money to my estate or to any trust created hereunder or to purchase from the estate or from any trust created hereunder, at the market value thereof at the time of purchase, any securities or other property tendered to them by my estate or any trust created hereunder at any time and from time to time within a period of nine (9) months after my death; (0) In the event that any amounts are payable hereunder or under any trust created hereunder to a minor, or to a person otherwise under legal disability, or to a person not adjudicated incompetent, but who, by reason of illness or mental or physical disability is, in the opinion of fiduciary(ies) hereunder, unable to properly administer such amounts, such amounts may be paid by the fiduciary(ies) hereunder in his, her or their sole discretion in any of the following ways as he, she or they may deem best: (I) Directly to such beneficiary; (2) To a legally appointed guardian of such beneficiary for the benefit of such beneficiary; (3) To a person having custody of such beneficiary for the benefit of such beneficiary; (4) By the fiduciary(ies) hereunder using such amounts directly to the benefit of such beneficiary. rl~ J.F.W. Page 6 of 9 Pages . (p) To employ agenls, allomeys and proxics and 10 delegate to them such power as my personal representatives and Trustees considcr desirable and to pay reasonable compensation for such services as may be rendered by such agcnts, allomeys and proxies; (q) To do all other acts in their judgmcnt nccessary or desirable for the proper management, investment and distribution of my Estale. ITEM SIX PROTECTIVE PROVISIONS All income or principal held for the use and benefit of the beneficiaries of any trust hereunder shall not be in any way or manner subject to anticipation, assignment, pledge, sale or transfer, nor shall any such interest, while in the possession of my Trustee, be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to attachments, executions or sequestrations under process of law. If any beneficiary of any trust shall, in the sole opinion of my Trustee, be or become mentally or physically incapacitated, by reason of illness, accident, minority or otherwise, my Trustee may apply either income or principal for the support and welfare of such beneficiary directly or to the person who has the care and control of such beneficiary, without the intervention of any guardian and without obligation to supervise application of said amounts in any way. ITEM SEVEN APPOINTMENT OF EXECUTRIX AND TRUSTEE I nominate, constitute and appoint my wife, DESSIE E. WEBER, as Executrix of my estate. In the event that my said wife shall be unable or unwilling to serve in such capacity, then I appoint my said daughter, SUSAN J. MOESLEIN, to act in such capacity. In the event that my said daughter, SUSAN J. MOESLElN, shall be unable or unwilling to serve in such capacity, then I appoint my granddaughter, PAMELA LEWIS, to act in such capacity. I hereby appoint my wife, DESSIE E. WEBER, as Trustee of any trust created hereunder. In the event that my said wife, DESSIE E. WEBER, shall be unable or unwilling to so serve, I appoint my daughter, SUSAN J. MOESLEIN, as Trustee of any trust created ~ J.F.W. Page 7 of 9 Pages . hereunder. In the event my said daughter shall be unable or unwilling to so serve, then 1 appoint my granddaughter, PAMELA LEWIS, as Trustee of any trust created hereunder. JjFM EIGHT W AJVER OF BOND 1 direct that neither my Executrix nor my Trustee shall be required to file a bond in any jurisdiction to secure the faithful performance of their duties, nor shall they be required to obtain any order or approval of any court for the exercise of any power or discretion set forth in this Will. IN WITNESS WHEREOF 1 have hereunto set my hand and seal this c)~ day of ~ ,1994. /&-w~ ~BAL) SIGNED, sEALED, PUBUSHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. Page 8 of 9 Pages -'.. ,. . COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) I, Jay F. Weber, 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 pUlJlOses therein expressed. hZ~ Sworn or affirmed to and acknowledged before me by Jay F. Weber, the Testator, this ,1994. ~~c$~ Notary Public NolarIal Seal CorrIne L MyooI. NoIary CarIsIo BolO. Cl.mbeItard Co.r1IV My ComrrissiGn r:>jVes May 22. 1m ,l'1msytvanaAsso:laDcn 01_ COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) We, JIA-A-/.J >>? ~~t/ ct /LA;1~ d , J~t~ the witnes~;hose names are sigAM to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Jay F. Weber, the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it as his free and voluntary act for the pUlJlOses 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 influence. .~ ~ Lj,.....G '7'-n, . Address t~, ~:;; /' ; ,{ ..4 () / ell Sworn or affirmed to and subscribed before me this 07...-l day of ~, 1--9?/lA':'U_ eX '-rk:r/U1) Notary Public 1994. ~ NolZnalSeal CorrIne L MyeIs, Notvy Nio CarISId Iloro. CumlJclt,vd ~~:~'="" F..",... May~ ,P1msylvanaAsso:laDcn 01 Nlllanos Page 9 of 9 Pages / (;-/l/ t/ - J/' ~BUREAU OF INOIVIDUAl TAXES INHERITANCE lAX DIVISION OEPT 280601 HARRISBURG. PA 17128.0601 4 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, AllOWANCE OR OISAllOWANCE OF DEOUCTIONS ANO ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NO. COUNTY ACN TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL OUE (IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Ivo V. Otto,lII Esq. Martson Deardorff Williams & Otto 10 East High St. Carlisle Pa. 17013 ESTATE OF Jay F. Weber MAKE CHECK PAY ABLE AND REMIT PAYMENT TO: Register 01 Wills Cumberland County Courthouse Carlisle, PA 17013 CUT ALONG THIS LINE Q RETAIN LOWER PORTION FOR YOUR RECORDS ~ _REV~M7EXAFP~f.97)------NOT~EOFThHEmTANCETAXAPPRA~EME~~AlLOWANCEOR----------------. DISAllOWANCE OF OEOUCTIONS AND ASSESSMENT OF TAX FilE NO. 2196-1008 ACN 101 DATE 05-22-98 TAX RETURN ~AS: ([]) ACCEPTED AS FILED ( ~ ) CHANGED see etteched RESERVATION CONCERNING FUTURE INTEREST. SEE REVERSE APPRAISEO VALUE OF RETURN BASEO ON: ORIGINAL RETURN 1. Reel Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Benk Deposits/ Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEOUCTIONS AND EXEMPTIONS: 9. Funeral Expcnscs/Acin. Costs/Misc. Expenses (Schedule H) (9) 18,941.78 10. Debts/MortgDge Liabilities/Liens (Schedule I) (10) 0.00 11. Total Deductions (11) 18,941.78 12, Net Value of Tax Return (12) 305,742.23 13. CharitabLe/Governmental Bcquestsj Non-elected 9113 Trust (Schedule J) (13) 0.00 14. Net Value of Estate Subjeet to Tax (14) 305,742.23 NOTE: If an a.sessment was Is.ued previously, lines 14, 15 andlor 16. 17 and 18 will roflact figures thatlncludo tho total of All roturns assossed tQ date. ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate 16. Amount on Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 taxable at Collateral/Closs B rote 18. Principal Tox Due TAX CREOITS: PAYMENT DATE 02-28-97 RECE I PT Nl.MBER AA185217 DISCOUNT (+) INTEREST/PEN PAID (-) .. Credit plus discount may be applied to compromise tax ACN 102. . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IUVIU'I.A'PIII"I 05,22,98 JaV F. Weber 12-02-96 2196,1008 Cumberland 101 Amount Remitted (1) (2) t3l (4) (5) (6) (7) 62,500.00 965.27 0.00 0.00 164,208.16 0.00 97,010.58 (8) NOTE: To Insure proper credit to your Iccount, submit the upper portion of this form with your tax payment. 324,684.01 (15) 97,010.58 X .00= 0,00 (16) X .06 = (17) X .15 = (18) 0.00 AMOUNT PAID 13,500.00 13,500.00 .. 13,500.00 Cr. I \\ " " ~ RESERVATION: Estates of decedents dying on Of before December 12. '982 - if any future inlerest in the estate illransferred in possession or enjoyment to Clan B (collateral) benefICiaries of the decedenlafter the 8)lplratlon of any estate tor life or for years. the Commonwealth hereby expressly relefVe. the rlghllo appraise and assess transfer Inhentance Taxes at the lawful Class B (collateral) rate on any IUch tutute interest. PURPOSE OF NOTICE: PAYMENT: REFUNO (CR): OBJECTIONS' TO fulrllllhe requirements 0' sectIOn 2140 oltha Inhentance and Estate Tax Act. Act 22 of 1991. 72 P.S Section 2'40. Detach Ule lop portion of thi. Nobce and submIt With your payment 10 the Register 01 'Mils pnnled on the reverse skie. Make check or money order payable 10 REGISTER OF WILLS, AGENT. A refund 01 8 lax credit. which was not requesled on the Tax Return. may be requested by completing an "Application for Refund 01 Pennsylvania Inhentance and Estate Tax (REV.1313). ApphcabOnS are available althe OffICe of the Register of 'Mils or any of the 23 Revenue Distnct OffICeS. or by calling the special 24.hour answering serviCe numbers for lorms Ofdering: In Pennsylvania 1-800-382.2050, outside Pennsylvania and within local Harrisburg area (717) 787.8094. TOO' (717) 772-2252 (Hearing Impaired Onty). Any party in Interest not satiSfied with the appraisement. allowance or disallowance 01 deductiOnS, or assessment 01 tax (including discount Dr' interest) as shown on thiS NotICe must object within Ihl:ty (60) days of receipt of this NotICe by: -written protest to the PA Department 01 Revenue Board 01 Appeals, Dept. 281021. Harrisburg, PA 17128.1021. OR ..election to have the matter determined at audit of the account 01 the personal representative OR -appeal to the Orphans' Court ADMINISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in wnting 10: PA Department 01 Revenue. Bureau of Individual Taxes, ATTN: Post Assessment Review UM. Oept 280601 Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 3 01 the bookJet .'nstruellons lor tnheritance Tax Return 'Of a Resident Oecedenr (REV.1501) for an explanation 01 administratively correctable errors. PENALTY: DISCOUNT: If any tax due Is paid within three (3) calendar months aner the decedenfs death a five percent (5%) discount 01 the tax paid is allowed. I. :! INTEREST: The 15% tax amnesty non.participatlon penalty is computed on the total 01 the tax arld interest assessed. arld not paid belore January 18.1996. the first day after the end 01 the tax amnesty period. This non.participation penalty is appealable in the same manner and in the same time period as you would appeal the tall and interest that has been assessed as indicated on this notice. Interest Is charged beginning with first day of delinquency. or nine (9) months and one (1) day l"Om the date of death. to the date 01 payment. Taxes which became delinquent before January 1. 1982 bear interest at the rale of six (6%) percent per annum calculaled at a daily rate 0' .000164. All taxes which became delinquent on and after January 1. 1982 will bear inlerest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department 01 Revenue. The applicable interesl rates lor 1982 through 1997 are: YEAR INTEREST RATE OAIL Y INTEREST FACTOR YEAR INTEREST RATE OAIL Y INTEREST FACTOR 1982 20% 0005<48 1881 9% .000241 1983 18% 000438 1988.1991 11% .000301 1911l 11% 000301 1992 9% 000241 1985 13% 000356 1993.1994 1% .000192 1988 10% .000214 1995-1891 9% 000241 -Inleresl is calculated as follows INTEREST' BALANCE OF TAlI UNPAID X NUMBER OF OAYS OELlNOUENT X DAILY INTERESTFACTOR -Any Nollce Issued after Ihe tax becomes dellnquenl Will renect an interesl calculatIOn to Meen (15) days beyond the date 01 the assessment If payment il made after the mlerest computation date shown on Ihe Notice. additional Interest must be calCulated. .. ~ calc EXPLANATION OF CHANGES FOR FUl'URE INTEREST COMPROMISES NAME OF ESTATE Jay F. Weber FilE NUMBER: 2196-1006 ACN : 101 TRUST SPECIALIST : Harry A. Horr Th. tal due on .11 curr.nt Into,o.t. I. r.n.ct.d on th. ottach.d Inh.rltanco Tax A.....m.nt. rho tal due on alllutur.lnt.r..t unc.rtalnll.. I. cov.r.d on the attachod comproml.. ta. propo.a\. Net Estate: $305,742.23 less: Joint Property @ zero $0.00 Joint Property @ 6% $0.00 Joint Property @ 15% $0.00 Transfer@Zero $97,010.58 Transfer @ 6% $0.00 Transfer @ 15% $0.00 Transfer, Tax Exempt $0.00 Total Non-probate distributions $97,010.58 Net Probate Estate: $208,731.85 less: Tangible Personalty @ zero $0.00 Tangible Personalty @ 6% $0.00 Tangible Personalty @15'10 $0.00 TPP Tax Exempt $0.00 Specific Devise @ zero $0.00 Specific Devise @ 6% $0.00 Specific Devise @ 15% $0.00 Specific Devise Tax Exempt $0.00 Marital Trust $0.00 Other @ $0.00 Other @ $0.00 Total Bequests $0.00 Residue subject to compromise $20B,731.65 Page 1 ... . summary Estato 01: File #: Jay F. Wobor 2196-1008 TAX SUMMARY FOR THE ATTACHED COMPROMISE CALCULATON TAX @ZERO TAX RATE Joint Proporty Transfers Tangible Personalty Specific devise Marital Trust/gilt Residue/Residuary Trust Other Total @Zero Tax Rato $0.00 $97,010,58 $0.00 $0.00 $0.00 $0.00 $0.00 $97,010.58 TAX @6% TAX RATE Joint Property Transfers Tangible Personality Speclflc devise Residue/Residuary Trust Other Total @ 6% Tax Rate $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 TAX @15%TAXRATE Joint Property Transfers Tangible Personality Speclflc devise Residue/Residuary Trust Other Total @15% Tax Rate $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 TAX EXEMPT DISTRIBUTIONS Transfers Tangible Personality Specific devise Residue/Residuary Trust Other Total Tax Exempt $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Page 1 . To Indicate your acceptance or rejecl/on of this offer, the enclosed Compromise Tax Agreement musl be completed and returned to the Department of Revenue within thirty days. Failure to I/mely respond 10 this offer (positive or negal/ve) will result in an assessment. If this offer Is accepted and the above compromise tax Is paid in full, you will receive a Statement of Account applying your payment to the compromise tax amount. This statement will be assigned our Assessment Control Number (ACN) 102. A copy of the Statement of Account will also be senl to the Reg/ster of Wills. All eXisting inheritance and/or estate tax credits will be applied to the compromise tax amount. This will Include any discount from payments made In excess of the Inheritance tax due on all presenl interests and all future Interests where the tax rate has been established with certainly. Sincerely, Enclosure S-IT:INHB7-BB #~a: #~ Mr. Harry A. Herr Trust Valual/on Specialist Inheritance Tax Division ROW ;" 00 ~~~ '0 I;': . .... !E ., - (l)= a: " .<d ~~ ~;: ~j 00 C N 'j '0 ~ J (1) c" o ~;) ,:. 0';') " .0 Oa> ~ .::; ~ ma: 1.115 a: UC; RECEIVED FROM: 185217 COMMONWEALTH OF PENNSYLVANIA DI'ARTMENT O' REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND mATE TAX ACN ASSESSMENT ., CONTROL ~ NUMBER '*' D NO. AA '....II62Il....~ D AMOUNT IVO V OTTO III ESQUIRE 101 .1:l,SOG.90 10 E HIGH STREET CARLISLE. PA 17013 ESTATE INfORMATION, ~ filE NUMBER U 21-1996-1008 !II NAME Of DECEDENT lLAST) II;iI WEBER JAY F I!I DATE Of PAYMENT iii 02/28/97 m POSTMARK DATE COUNTY SSN 204-30-7456 (fiRST] (MI) REGISTER OF WILLS ~:1 fa TOTAL AMOUNT PAID .13, 500 ~~O " '\ -'//' 1(' -.--", ) . \ RECEIVED BY /, '." I /(~ C. ",' ,:",/..:, "_~"". ~.~!/./,.' I ./ SIGNATURE. , . C. ~~~j SfER L~~/I ~ I LL{ / Ie j/,'/-\ CUMBERLAND DATE Of DEATH 12/02/96 REMARKS DESS lEE WE8ER C/O IVO OTTO III,ESQUIRE SEAL CHECK" 085 ... - -,..- --_.. -, - -.--. --.- --- - ---- -, ......- -_. -- .. J . '~.,~ J ~". , . . __*__w____ .--'- - - , -..,."..- .-~..__:""'..111. _ - 7 -,..-:-. ; 1:;-11/ (, tj COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT <:. '* BUREAU OF INOIVIDUAL TAKES INtIl:AltAHC[ U. DIVISION D[Pl. 1I0~DI HARNISIURC, PA 11.,a-0.ol IVO V ono II I MARTSON ETAL 10 E HIGH ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN In.II"""'III.", 06-01-98 WEBER 12-02-96 21 96-1008 CUMBERLAND 102 JAY F PA 17013 A.aunt R..itt.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your acCOWIt, sub.it the upper porUon of this forM with your t.x p.)fItent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'y=iijifj-EX-AFP-iiii-::97Y------...--iilH€iiiTANC'E-;:iiif-sTAiiiiifti;:-O"-AccoiJiiiui.-..--------------------- ESTATE OF WEBER JAY F FILE NO.21 96-1008 ACN 102 DATE 06-01-98 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAK DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AHD, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 05-29-9B PRINCIPAL TAX DUE.. PAYMENTS (TAX CREDITS). PAYMENT DATE 02-28-97 RECEIPT NUMBER AA185217 DISCOUNT (+) INTEREST/PEN PAID (-) 262.12 AMOUNT PAID 13,500.00 o~ 0\ S-;' :~ <: )~ ~. ~- Ln I -~ :::; --, u ~. llla: a: a:l P' " .::s:c ",- _::J UU 5,242.34 TOTAL TAX CREDIT 13,762.12 BALANCE OF TAX DUE 8,519,78CR .00 INTEREST AND PEN. 8,519.78CR TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I PAYMENT I htec:h the top portion af thls Matie. ~ sut.1 t ..I th your peYMflt NCM pey.tJl. to the NM end Mldr." prlntlld on the r.~n. side. If RESIDENT DECEIlOIT ... check or .....v order p.yllbl. tal REGISTER OF WIllS, AGENT. If NON-RESIDENT DECEDENT .._ cMck or ....y orde" payebl. to: cotI'tOtIWEALTH OF PENNSYLVAHIA. REFlICD teA): A nhnl of . t.lC e..lldlt, MIlich .... not ...qu..tad on the Tu R.tu..n, ..y be raque.tlld by COIIPI.tlng an "AppUcatlon for R.knI af P<<nsylwnl. Inhe..1tenc. ~ E.t.t. TalC- tREV.1313). application. .... ...,.llebla .t the Office of the Regl.t... of Will., any of the Z3 R.venue DI.t..lct Dfflc.. 0.. f..~ the Depe..teant'. l'-hour .......rlng ..rvlc. nu-ba... fa" fa.... o..derlngl In p.,n.ylvanl. 1-8DD-36Z-ZDSD, outside Penn.ylvanl. ~ ..Ithln local Ha..rlsbU..g .r.. (111) 187-8D94, TOO' (717) 77Z-ZZSZ (Ha...lng 1~.I..ed only). REPLV TO: GuII.tion. reg...dlng ...ron cont.ined on this notlc. shoUld be 1Idd.....1Id tal PA Dep...t.."t of R.venue, au...... of Individual Tax.., ATTH: Pa.t A......-nt R.vlew unit, Dept. Z80601, Ha..rllbu..g, Pi 111Z8-06Dl, phone (117) 787"6505. DISCOlIR : If eny tu due ls paid ..lthin th.... (3) cal"r .roth. .ft.r the decedent.. deeth, a fI~ pIIrc<<lt (s,x) discount of the tu paid I. allowed. PEMALTYI ltMI 1Sl: tex __.ty non-participation penalty ls coaputod on the tot.l of the tax IIf'Id Int.r..t ......ed, end not paid before January 18, 1996, the flr.t day .ft.r the and af the talC ~.ty period. INTEREST: Int.r.st 1. ch8rged beglmlng ..Ith first day of delinquency, or nine (9) .roth. end one U) dey fr~ the date af de.th, to the data of p.YIlont. Tax.' tehlch bK8M dltl1nquont before Jenu8ry 1, 198Z bear Int.r..t at the r.t. of .b (6X) percent per ennu- calcul.tMf at a dally rat. of .0aDlM. All t.... tehlch bee.. del1nquant on end after Jenu8"y 1, 1,8Z ..Ill bear Int.r..t at . rat. which ..Ill v.ry 'r~ cal"r y..r to calender y.ar ..Ith that r.t. ennouncMf by the PA o.partaent of R.venue. ltMI appllcabl. Int.r..t ret.. for 198Z through 1998 .r.1 II i I i v.... Int.r..t Rat. DailY Int.r..t Facto.. V..r Int.r..t R_t. Dalh Int.....t Facto.. 198Z taX .ODD548 1987 9X .DOn" '983 ,6% .ODa08 19Y-I991 llX .aOOnl '984 11X .000301 ,oot 9X .ODDZ'-1 1985 '1% .000356 1993-199lt n .00019Z '916 lOX .000Z74 1995-1998 9X .ODOZ47 ..Int.....t 1. calculated .. 'ollow.1 Itm:IlEST = BALANCE OF TAlC UllPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "-Any NoUc. luued .ft.r the tax becOllll. dIIl1nquont ..Ill r.Uect en Int....st calcul.tlon to fifteen US) dliy. beYond the date of the ........"t. If p.YHl"lt is .... eft.r the Inte....t cDIIPUtBtlon date shown on the Hatlc., eddltlDn81 Inter..t .u.t be calcul.ted. 15 -/Llro - 'I C-. * COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT BUREAU OF INDIVIDUAL TAXES ItH:AtTAHC[ TAil DIVISION DCpr. za0611 HARRISIURO, PA 17.,a.I.01 .......,..."'11..,. IVO V OTTO I II HARTSON ETAL 10 E HIGH ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 06-01-98 WEBER 12-02-96 21 96-1008 CUHBERLAND 101 AllOUl'lt R_ltt.d JAY F PA 17013 MAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE I To inlllr. proper c,..c!1t to your ,""count, oubIIit the upper portion of this fo... with your tel< p.~t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEy:ifjiij-Eif"AFP-iji3=m-------.iiii-iiiHERITAiicE'-;:iix--sTATEiiiti;:-OF"Acciii.iNT--.-..--------------------- ESTATE OF WEBER JAY F FILE NO.21 96-1008 ACN 101 DATE 06-01-98 THIS STATENENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE HAltED ESTATE. SHOIIN BElOll IS A SUl'llARY OF THE PRINCIPAL TAX DUE, APPLICATION OF All PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PRO.JECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT, 05-26-98 PRINCIPAL TAX DUE,. ,00 PAYHENTS (TAX CREDITS), PAYHENT DATE RECEIPT NUHBER DISCOUNT (+) INTEREST/PEN PAID (-) AHOUNT PAID o~ .. .--- c , o. ) U\lJ <llC: a: TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. .00 .00 .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS lESS THAN .1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIr' ICR), YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAMNTI DetKh the top portion of thl, Notlc. end ,w.1t ..lth your paYMf'lt uckI paYabl. to the naM end Ilddr..' prlnt~ on the r."'.rs. .Ide, If RESIDENT DECEDENT ..... c:hKk or ~y order peyabl. to: REGISTER OF WILLS, AGENT. If HQH-RESlDEHT DECEDENT .... c:hec:k or ~y ordrlr paYabl. to: CotltONWEALTH OF PEJrIISYLVAHIA. REf1JGJ (CA): A r.fwId of a tax cr~lt, .....Ich .... not reque.ted on the Tax R.turn, ..y be r~st~ by cDIIPI.tlng Bn -Applleatlon for R.fund of Penn.ylvanla Inherltanc. and E.tat. Tax. CREV-131]). Applleatlon. .r. av.llebl. .t the Offlc. of the Ragl.tar of Will., .1Y of the 23 R.",enue DI.trlct Offlc.. or froe the o.part..nto. 2~.hour answering ,.rvlca nuaber. for for.. ordering: In Penn.ylvanl. 1.100.S6Z.Z050, out.lda penn.ylvanla end ..lthln local Harrisburg ana (7171 717.1094, TOOl (717) nZ.22SZ O".rlng llIpalred only). REPLY TO: aua.tlon. rltQardlng .rror. cont.lned on this notlc. should be addr.ssed to: PA o.,..rtMnt of R.",enue, Buraau of Individual Tax.., ATTH: Po.t A....~t R.vlew unit, Dept. 210bOl, Harrl'burg, PA 171ZI.0601, phone (717) 717-6S05. Dlscot.IfT: If any tax ~ I. paid ..I thin thr.. (]) c.lendar eonth. .ft.r the docadant', de.th, . flv. percent (S%I dl.count of the tax peld II aUowad. PENALTY: The IS% tax ~.ty non.p.rtlclpatlon penalty I. coaputad on the total of the tax end Int.r..t ......ad, end not paid before January II, 1996, the first day lifter the Itnd of the tax lIW'Ia.ty ~rlod, INTERESTt Int.r..t I. charged beginning ..Ith first d.y of delinquency, or nine (9) aonth. end one (I) d.y froe the date of ~th, to the d.t. of p.yaent. Tllxe. which bee... delinquent bafor. January 1, 1912 bear Int.r..t at the rat. of .he (6X) perunt per ...,..,. calculated at a dally rat. of .000164. All tax.. which bee... delinquent on and aftar Janu.ry 1, 1912 ..Ill be.r Int.r.st at a rata .....Ich ..Ill vary froe c.lend.r y.ar to calend.r year ..Ith that rate announced by the PA Depart..nt of Revenue. The appllcabla Int.r..t rat.. for 1912 through 1991 ar.: Y.ar Intar..t Rate Dally Interest Fector Y..r Int.r..t Ra" Dally Int.r..t Fector 191Z 2'X .000541 1917 9X .oaa247 191] lOX .GOOUI 19A1.1991 llX .00nol 1914 llX .000301 1992 9X ,Oaa247 1915 13% .000356 1993.1~ T< .00019Z 19" lOX .000274 1995-1991 9X .Oao247 nlnt.r..t 1. calculated .. follow.1 INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Hotlce I.sued aft.r t~ tax boc~a. delinquent ..111 r.flact an Int.r..t calculation to flft.." (ISI day, beyond the etat. of the 1I........,t. If p.yunt Is _acto aft.r the Int.r..t CCMtPUt.tlon d.t. .hown on the Notlca, additional Int.r..t au.t be c.lculat.d, 15--N~ - '-/ COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF DETERHINATION AND ASSESSHENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN '* c BUREAU OF INDIVIDUAL TAMES UeI:AIUHC( TAil DIVISION MPl. 180bO I HARAISIURC, PA 11118.0601 In.4UII lI' 111."1 06-0B-9B WEBER 12-02-96 21 96-100B CUHBERLAND 201 JAY F IVO V OTTO 11 I HARTSON ETAL 10 E HIGH ST CARLISLE A.aunt R..ltt.d PA 17013 HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE: To insure proper credit to your account, sub_it the upper portion of this fOnB with your tax payaent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ..... iiEY:itiijuEx--A'FP-Tiii:.-9'ir----iii-ijoiic'E-oj:--DE1,'ERiiiiiA'iioN'-iiND-ASSESSHENT--------m-m---m------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF WEBER JAY F FILE NO.21 96-100B ESTATE TAX DETERMXNATXON ACN 201 DATE 06-0B-98 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 4.980.22 3. Inharitance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 4.980.22 .00 5. Pennsylvania Estate Tax Due TAX CREDITS: PAYHENT DATE DISCOUNT (+) INTEREST/PEN PAID (-) RECEIPT NUHBER AHOUNT PAID .... o_,!! o " ~:;( '- c::: lr\ I 0. u . (UCJ a: a: ~ TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IIF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.l fR ~i::. ~5 U(,; -IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. PIJIII'QSE Of MOTlCEI 10 fulfill the requlr.....ts of Section 21~S Cbl of the tnherlt~. IIIld [stat. ta. Act, Act n of 1995,. (72 P.S. Section 91"50). PAYMEHTI o.tKh tIM top portion of this NoUe. IIIld sublllt with your paYHOt to the Aeghtar of WUII printed on the rsyen. .Ide. n Halt. chKk or IMJM)' oreMf payllbl. to: REGISTER OF MILLS, AGENT. RElUtD (CAll A r.'t.nd of . tax crMlIt ..y be r~.ted by co.plaUng Bn "AppllceUon far R.fW'ld of Pem,vlvenS_ Inherltenca ~ E,t.t. lax" (REV..'13). Application. .r. avallllbl. at the Office of the Aeglltar of Willi, BnY of the %3 R.v..... District Dfflc" or fro. the Departeen'" 2ft-hoUr en.wrlng ..rvlce ~r' for fora. orcMr!ngl In p~,Ylvenl. 1-8DO-562-2050, outsida Pennlylvanla .nd within local Harrisburg .r.. (7171 781-8094, TOOl (7171 772-2252 (H.arlno l~.lr.d Only.. OlJECTJDtCS1 Any perty In lnter..t not .aU,fled wIth the .........,t of tax a. shOWn on this notice ..y object within sixty (601 days of r~.lpt of thl. Hotlc. by: ..wrltt.n prot.st to the PA Depart..nt of R.venue, aoard of Appeal., Dept. Z&IOZI, HarriSbUrg, PA 171Z&~IDZ1, OR ...1ec:t1na to twin the .attar detar.lned at audit 0' the per.CMUlI npra.ttntaUv., OR -.eppaal to thIi Drptulns' Court. ADltlN. ISTAATlVE CORRECTIONS: FactUBl arrors dlscov.red on this a......_nt ShoUld b. eddr...ed In writing to: PA o.part.-nt of A.venue, Bur.au of IndividUal Taxa., ATTN: Po.t A.......nt A.vlew unit, Dept. Z&0601, Harrl.bUrg, PA 171Z&-0601, Phone (7171 767-6S05. See page S of the bookl.t -In.tructlon' for Inheritance 'ax A.turn for a Aesl~t Decedent- (A[Y.lSOll for en explanation of ~lnl.tratlv.lY correctabl. .rrors. PENALTY: The 15% tax ..,..ty non-parUclpaUon penaltY Is cODPUted on the total of the tax and Int.r.st ......ed, and not peld before .,...ry 1&, 1996, the flnt dav aft.r the end of the talC BIIM.ty period. This non.parUclpetlon pen.lty is appealable In the s.a aanMr and In the the .... U.. per lad a. you would appeal the t.x and lnt.r..t that has been .......d a. Indlcat.d on this notlc.. INTEREST: For dat.. of de.th on or aft.r 10.3-91, penn.vlvanla E.tata 'ax based on the Federal E.tat. 'alC r.turn becoe.. d.llnquent at the .xplratlon of nlna (09) .unth. fr~ the data of d.ath. For dat.. of death prior to 10-3-91, penn.ylvanla E.tata 'ax based on the F.deral E,t.t. Tax r.turn beco..' d.llnquent at the .xplratlon of elght..n tl&) aonth. froe the data of d.ath. 'ax.' which bee". delinquent before January 1, 19&Z bear intere.t at the r.ta of .Ix (6X) p.rcent p.r annue calculated at a dally rat. of .0DOI64. All tax.. which bee... d.llnquent on or after January 1, 19&Z will bear Int.r.st at a rat. which will vary fro. calendar y..r to calendar y.ar with that rate anrMMJnCed by the PA Dep.rt.ant of Aevenue. The applicable Inter..t rate. for 19&Z through 199& arel Vear lnter..t Rat. Dally lnt.re.t Factor Y.ar lnt.rut Rat. Dalh lnter.,t factor 1982 20X .0005"8 1987 'X .0002,.7 1983 16X .000"38 19&8.1991 IIX .000301 198.. IIX .000301 1992 'X .000247 1965 13X .000356 1993-199" n .000192 19" lOX .000Z7" 1995.1998 'X .000247 ..Intar..t i. calculated a. follows: INTEREST = BALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR u#.rw MoUe. Issued aftar the tax b8cu.e. dallnquent will r.flect en Intare.t calculation to ,1ft..,.. US) days beYond the date of the ........nt. If pav-ant I. .-de after the Intera.t eu.putatlon data IhoWn on the Notice, eddlUonal Interut ......t be calculeted. PAvtlEHTl DIItKh ttMi top portion of thh Notlc. 8nd .w.Jt ..I th your paYHf'lt eede payllbl. to the ,.... 8nd eddn.. printed on the rav.r.. side. -- If RESIDENT DECEDENT .ak. chKk or .uMy order payllbl. tos REGISTER OF WILLS, AGENT. .. If HOH-RESIDEHT DECEDEHT .ake check or .unay order peYable tOI COttttOHWEAL TH OF PENNSYLVANIA. REF1.ND (CAli A refu'M:I of . tex credit, which .... not requested on ttMi lex Return, MY be requested by cHPleUng en -Application for Refmd of P."".ylnnle InherltllnCe 8nd E.tate Tex- lREV-13lS). Appllcetlon. are ,v,U"le .t the Offlca of ttMi Regl.ter of Will., eny of the Z3 Rev~ District Offices or fru. the Depart8ent'. Z4-hour en....rlng ..rvlce nueblrs far for.. ordering: In Penn.ylvanle l-aaa-36z-za5a, out.lde Penn.ylvanl. 8nd ..Ithln local Harrisburg .re. (717) 787-8a94, TOO' (717) 77Z-ZZSZ (He.rlng lap.lred only). REPLY TOs Que.tion. r~rdlng errors contained on this notice should be addr...ed tal PA Depart...,t of Revenue, lure.. of IncUvldull Ta..., A"H: Post A....sunt Aevl... Unit, Dept. Zaa6al, Harrisburg, PA 171ZI-06Gl, phone (717) 717"6505. i DISCOUNTI If any tex due Is paid .,Ithln thrH (3) calendar ItDnth. .ftar ttMi decedwlt'. death, a fiva percent (~) discount of the t.x p.ld I. .110NId. PENALTYI TtMI 1~ tax .-M.ty nan-partlcJpeUon penel ty .. COllPUted on the total of the t.x 8nd Intare.t ......ad, and not p.ld before ~ry 18, 1996, the first day .ftar the end of the tax .."..ty period. INTERESTI Intare.t I. charged beginning .,Ith flr.t day of dallnquency, or nine (9) .unth. and one (1) day frOl the data of death, to the data of payaent. Texe. which bec..e delinquent bafora January 1, 198Z beer Interast at the r.te of _Ix (6%) percent per ..... calculated .t a dally r.ta of .0Ul64. AU taxe. vhlch bee.. delinquent on and aftar January 1, 1912 "Ill bear Intara.t .t . rat. which .,111 very frOl calandar yaar to calendar y.ar "Ith that rat. ~ad by the PA Dapartaant of Aav~. ThI appllcabl. Interest rat.. for 1982 through 1998 .re. Ynr Intar..t Aat. D.Uy Intere.t hctor Year Intarnt Rate Dally Interest Factor 1982 20X .aa0548 1987 9X .000247 1983 16X .aOU38 1988-1991 llX .000301 1984 llX .a00301 1992 9X .000247 1985 13X .0003S6 1993-1994 7X .un9Z 1986 lOX .000274 1995-1998 9X .OUZO --Intarast I. calculated a. follow.s IHTEJlEST = BALANCE OF TAX UllPAIO X NUllBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Motlc. luuad .fter the tax becOM' dtllInquant .,UI r.fl.ct en Intar..t calculaUon to flft"" (15) dQ. beyond the date of ttMi .....SIMN'It. If p.yaent b .ade aftar tho Inter..t COIlPUtaUon date Ihowl on the Hotlce, additional Inter..t au.t be calcul.ted. PURPOSE lit" NOTlCEI 10 fulfill the requir...nt. of SectIon Zl~S lb) of the Inheritance and [.tat_ lax Act, Act 21 of 1995. (72 P.S. Section 91lt5). PAYHEHH Detach ttMi top porUon of this Notlc. and .ublIlt wlth your pay.ent to the Regilter a. wHls printed on the rever.. side. ._ Kak. dMck or ~y ordlt payable tOI REGISTER OF' MILLS, AGENT. OaJECTIDHS' Any p.rt. In Int.r..t not ..tl.llod vlth tho ........nt 01 t.. .. .hown on thl. notle. ... DbJoet vi thin .IKty (60) day. of receipt of thl. Hotlc. byl --vrltton prot..t to tho P. Dop.rt..nt 01 R.vonuo, ao.r. 01 .pp..... D.pt. zalD2l. H." hOur. , P. 171'8-1D'I, DR --.lectlrlll to haYe ttMI ..tter dot.r.ined at audit of the personal ropr...ntaUv., OR --",,81 to the orphans' Court A refund of . tax credit .ay be reque.ted by c~l.tlng an ~Appllcatlon for R.fund of Penn,ylvanla InherltBnC8 ~ E,t.t. lax" lREV-1313). APplication. ate available at the O,.lc8 of the Regllter of Will., on. 01 tho '3 R.v"" DI.trlet DIlle.. or fro. the Dop.rt..nt', ,'-hoUr on.v.rln. ..rvle. .....r. lor lor.. or..rlno' In pennlylv.nla l-aOD-36Z-ZDSD, out.lde Penn,ylvanla and within local Harrisburg ar.. (717) 787-8094, TOOl (717) 772-225Z (~rlng I~alrld Only). REfUND (tA) ~ ADMIN- ISTRATIVE CORRECTIONS I Factual error. dlscoverld on thl. as.I...ent shoUld be addrel..d In writing to~ PA Oepart..nt of Rlvenue, lureau of Individual Ta_.S, ATTN: Post As.....ent Ravlew unit, Dept. Z80601, Harrisburg, PA 17128-0601, Phone (717) 787-6505. 51' page 5 of tho booklet "In.tructlons for Inhlrltanc. Ta_ Return for a Rllldent o.c.dent" (REY-1S01) for en e_planatlon of adalnl.tratlvalY correctable error.. PEMll TV: The 15% tax .-ne.ty non_participation penalty I. c~ted on the total of thl ta_ end Int.re.t a"I..ed, and not paid blfore January 18, 1996, thl first day aftlr the end of thl tax sanesty period. Thl. non-participation .....It. h _.lobl. In tho .... .onnor .nd In tho tho .... tI.. p.rlo. .. .ou woul. eop..1 tho t.. ond Int.r..t that ha. been a..essad a. Indicated on this notice. Additional PennsylVania Estate Tax as.llsed a. . re.ult of a change on the Federal Estate Ta_ clo.lno lettlr beCOlII' d.lInquent at tlMl Ixplratlon of one (1) eonth fratl thl date thl final notlc. of tha lner.... In fed.ral E.tatl 'a. I. rlc.lved. T..II \lfhlch bec" dlllnquent bafora January 1, 198Z bear Intarllt at the rat. of six 16%) parcent par annul calculatad at a dally rata of .000164. All ta... which bac..e dallnquent on Dr after January I, 198Z will baar lntera.t at a rat. which will vary frea cal.ndar y..r to calendar year with that rate announced by the PA Depart,ent of Revenue. ThI applicable lntare.t rata. for 198Z through 1998 ar.: ~ Intar..t Reta nallY Int.ra.t Factor Vaer Intarast klta nallY Interllt Factor 1982 'OX .ODD548 1987 OX .000247 198] 16% .ODOU8 1988-1991 11% .00nDI 10" llX .DDD]OI 199. OX .000Z47 1985 13% .DD03S6 1991-1994 7X .000192 10" lOX .000274 1995-1998 OX .000Z47 __Int.rast Is calculatad .. 'oUow.t INTEREST = BALANCE OF TAX UNPAID X "UNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. b.ued aftar the tax beCadS delinquent will ranect en Interllt calculation to flft..., 115) days btiYond the data of the a,,"pent. If PIYllent 11 .ade aftar thl Intarest c~tatlon data shoWn on the Hot Ice, additional Int.rast au.t be calculatad. INTEREST: REGISTER OF WILLS OF CUMIIERLAND COUNTY STATUS REPORT UNI)ER IUJLE 6.12 (Fur Resident Decedents D)'lng After .July I, 1992) Namc of DcccdclII: JA Y F. WEBER DlIIc of Dcath: December 2, 1996 File No.: 21-96-1008 Social Secllrity No,: 204-30-7456 Pursuanlto Rille 6.12 of the Supreme COllrt Orphans' Court Rules, I report the following with respeel to completion of the administralion of the above-captioned estate: I. Stll/e whether admillistmtioll of the estllle is complete: Yes x No_ 2. If the allswer is No. state whclI the persollal represelllatil'e reasollably believes Ihallhe admillistralioll will be complele: 3. Iflhe allswer to No. I is Yes, slale Ihefollowillg: a. Did Ihe persollal represelltativefile afillal accD/mlwilh Ihe Caliri? Yes_ No x b. 77/e sepamte Orphalls' COllrt No. (if allY) for Ihe persollal represelllalive's aCCOlI1II is: c. Did Ihe persollal represelllalive slllle all acco/ml illformally 10 Ihe parties ill ill/eresl? Yes x No d. -..,. '- -.-", ~.'I .., ~ .- -' f"" .. -~ Copies of receipts, releases,joillders alld approl'als offol'mal or illformal acco/lIIls lIIay befiled wi/h the Clerk oflhe Orphal/S' COllrt ami may be aI/ached 10 litis reporl. ~ Ivo V. alto IJI, Esquire MARTSON DEARDORFF WILLIAMS & alTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Counsel for personal representative Sigllallll'e: Nallle: Address: ':'\ .-" Date: ~ December 2, t 998 l") I Cl .....