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HomeMy WebLinkAbout97-00582 PETITION .'OR PROOA TE and GRANT m' UJTTERS ES/(lte of _Robart..E, ,,1'lest.cn,,__.. (llso kIlOW'1 os ....__..___u____. u_._.._....__....___. No, ....:2J::1~1::Q.?1;l2,,~.~._~_~____ To: __..__~._________u__.__u._.. Reglsler of Wills for Ihe --~~u-Tu,....u__.-'--.-7 /)(,(,(,o$('d, County of ..,CUlllberland.._.lnlhe Sodol Security No. u_,_?_I:!!.!:::H:::2JL~mu. ... ...., Commonwealth of Pennsylvania The petlllon of Ihe undersigned respectfully represenls Ihlll: Your petitioner"). who is/IIJCl(J R years of IIge or older an the exeCUU:1r.._~_,___ named III the lasl will of Ihe above decedent. dllted u .._..m..JWle._2.___........_~_..___...__. J9_illL.. ~ ..-i'._~lJ~_.Wenton,.hav.inq..~.,,,..,,..) RnhPr~ ._"--,_.,-........._~_._-~.._------_.,_._.... ..____ ,.. ...______ ___.__UH~..__._._.._, ____"_,., __~__~____~_~_'O.". .-------.-.------.,.,--..".".,.__._.~~____.__..._n._..___ ._,~._~.__......_..__.._------_._---....._._,....,.._----~._.__. (stille rclcvlllll cir~'lIl1lsInI1CCS, c,g, rCllundali(\I1, delllh of cxcl'ulnr, etc,) Decendenl was domiciled III delllh in._ ClvnberliUld ,__",_,,~____ Counly. Pennsylvania. with 1L.ia-7T' lasl family or principal residence lit ",.LWe.stwjnd DrLve...l.elnoyne, PP.nn"ylvania ~/ ---- -.---O---..----~. '..,.._.~_~._.__._.,o_.__ ..._~___~__ (Ii.<" Slrect, IlUllIhCI' Illld IIltllldJllllity) Deeendent, then ~81.._._ yellrs of age, died ......,...."AE.!l..R__...__ . 19...!!.__. at~_WesL...Camp Hill, CUmberland CoWlty, Pennsylvania ___' Except as follows, deceilenldld nol marry, was nol divorced Illld did not have Il ehild born or adopted after execution of the will offered for probate; was oOllbe victim of a killing and was never adjudicated IncomJlCtent: .~~~ons ...__________"" _ Decendent at dealh oWlled properly wHit eSlimaled vlllues as follows: (If domiciled in I'a.) All persollal properly $. 25,OOO.Og~ (If not domiciled in Pa,) Personal properly In Pennsylvallla $ (If not domiciled In Po,) Personal property in Counly $ Value of real estate in Pcnnsylvllnia $ situated as follows: __~.Jj& WHEREFORE, petllioner(~ re,speelfully request(s) Ihe probate of Ihe last will ~ presenled herewith and the grant of letters t.,,,t;lIn,mt,,ry (lcMlIlllcntary; administration c,t,a,j ttdminlstnulon d.~,n,('.t.a,) theron, ~ t _ ~~~ ~../?",t~=I.......ve.. (~ ~ i IL.. T lie~Qn--\a1K1:'~ Ro~rt'1fojtTOtny Weseon I i'~ t W~Cltwirvi nriv~ _0__ ____.., ~'il ~,17043 ______,,_ t~ iil OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSnV ANIA } l:IS COUNTY Of' nW:lI;''U.AND The P~litloncrbllllb(l\'e,named swcar(s) or affirm(s) Ihal Ihe slalemenls In the foregoing pelitlon are Irue and corrcel to the besl, of the knowledge and bellcf of petHionerbll and lhat as personal represen- tativelN of the obm'" decedent pelitloner(H will wellllnd Iruly administer the estate according to law. Sworn to or affirmed alld subscribed before me Ihls __ -1.5th----.----.. da~ of ~~sn!~t.c:._.~-.u----.- -_ 19__'L ~-'-~-"7\. -...._.-..,,~.-.. B.._ ~. e, .'0, ...t Reg/ster IS" ~19o -y f .~ {" ~.:.~:..w~ ~ ::=''''''1- QIl' -:?";-"~ ~~~-W~, ~ ~ _s..~.._""~~~1 ~ ~~==~=~~~..-- ~ j' ,", 'i IJ"\ - t~ <r,t: ~)n, , 'c') !"; (1) t:.J: IJ"\ - = Zf t!. i,' '0) (1'_" II: ,-, r- F' , to (l)i.... >"'< "" UV '-j- Ll"\ \_!,~o()',:_ .~! c+' y~ V1 W ~r\ "'..-, . HJ. I..! ", (\\ t1: ct; ro. 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'1-'" 1-<' . ~'O . / ~1.'/ ,/ \)~ / / 0,\<8 '<~o ~'~~~~~ ~/ ,~\./ 1-'~\)' . // ~'\, ;/.;~(ro~' / ,/ ,. ~.~ .::s,e o'~" 0<::'0'../" ....\ ...... ." ~// / ~ ~ .~ ,,,,<:< .~.."o~'~"~ .&;/, ~.<..\ ',.,\')<;)'0' o.1-~\.\) / ~ ;,,/"""/:;;" y .,\~ <:i"i!"~~ ~/ / .~"" \ ':'~ ~. ~"> ,'\l ,~. \. b.r'~'" "'. / <,<' .;: Y .,If Q\ o~., ,b, ~.\. ,<> " ~~ ~')<;);/ \\ .O~! $ ,/ -:0,'\ // ~ ,,~" ~~. ~~' ,1\./ /' .~.'/ / ""/ ~/~~"'...-;, ",,\ ~',~.~. 0('" .. './ ~ ,,~~~;i-'-< ~.~~''i: ./ /;/.~~e ~i:;~.~~~ ~.~\:. ,~.\... ,0.\ / / / ......./ ./ !I/ S':J; // 'l;\: ~~\~ V ~'(f ~(;. ,to- ~~(j. ~o~ / / / b / o,"S/.- "Q .~:....,,~'-\,..::," ~~.'\:.~o~'/).. ~~o'..~.(..~..c.~o(i \\ ~.o~... ~f;:j\ ././" '.+ <:s +.,.' ,\q,~/ ~& ,,/ ~ ~ ~~ ~,o 0'. ~ 'O~. ~I) ." ,/ ~ " fil:.,ef:i. ......0 ~..~"b \.~..'" X:o-e \.~ ..~..\:. /' / :+- ~'Ii;;"\' fil."\'." 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" ~ ~o'O ~ q, \: ~,.., ~..~~~ . tt!'o'o ..'~ . ~~ '" 6.o.f...~..J.. 0' ~\ II""" /"",:- ~ . ./ .--::., /I' 4'/ // /, ~ ~ ?-e, ,.~2/1997 12159 8105&80442 EVCREII ~CURITIES '.W 82864437 l?AO~ IMIUN CLIWtING CORP CUS 1110 ~O~ER'l' F WIilS'l'ON IRA l',I'N'(:, t.AS'I' ~ lUlD Ql~ Iflt.B j;:AsH $21,607 TYPE 1. MV OSD/:ltQ TYPE 1. FMV reOTAL TYPE :z LMV /otAROIN TYPE 2 SMV O'tllBR OTHER MM/V bXV/1NT (')'rHER CM/V !'1MX'r 'L"ll.' E 1. C I 11. SMA MOO SEe '1'/1 $3, \l9S. \I'7ea ,OS AVL $21.,60'/ TOTAL MIl' QU.ANTITY bSSCRIPTION SYM CRNC'Y COSIS' 350L caME MANHAT'l'N Pro 10.84 CMB' C usn 1616lA884 ~OOL GRAND METRO DEL 9.42% A GRM'A oeD 386081209 200L MORGAN S'1'NL1 (JRp 8. '1StJ;11? MI:! I C USD 617446877 I ",GOL GSIF: GNMA K MO USD 383743499 2365t. GSIi'i GNMA G MO USD 303"43500 ,..,.)tat. \J.:J '/101./9' $3,995.9'1 F . c;N:.I.. H-CALL t)-tNT M-tN'l' 1Q't'Y , EQUITY CiA B/P $25,603 TOTAL VALm VALtnIi T we I 101:106.25 1 SEG I 5475.00 1 SEG I 5100.00 1 SEG! I 36.a01SlllGI 109,20 1 SEa '\ . , , ,;1 (JOlnf1lllhin 11/llIk, N,A POI\(Il( 'llilll PhUurh'llphHI P^ I III (I 1,10 III .JIII ;1 1."11'1 H..I . July 28, 1997 CoreStates Dank James Duryell Cameron AllorneY.1I1 Lllw 1325 North Front Slreet Harrisburg, l' ^ 17\ 02 RE: Eslllle of: Robert F, Weslon Dale of Death: April 12, 1997 Dear Jllmes Cllmeron: In response 10 your leller, plellse be advised that the decedent held the following IIccount(s) with our blink liS of the dat.e of death: ACCOUNT # ACCOUNT TITLE DATE DATE DATE 01' DEATH ACCR, OPENED. CLOSED BALANCE lliL 12113/94 06/03/97 4,513,73 .,56 Checking 61646043 Robert 1', Weston It Timothy Weston I trust that we have been of assistance to you in this (nailer, Sincerely, . CORESTATES BANK, NA l. . -0f-~./'~ ~)at.j1-'-' Tina Stratz C . TS/eg/904 IN REPL V REFER TO; . REPORTING SERVICES Fe 6"90-3.235 POBOX 1102 READING, PA 19603 610-655.3537 \l>Hll(I:'i!l1l d2/1997l2:l;i9 8105&00442 .'. ...U'8'2864.7713 PM'~ ROBIllR'l' WESTON om. me. \l'R.WO , WH , iJSO/IQ 'ltOTAL , MARCiT.N Cl't'tIBil. OIV/INT . $25,511.88 ~~ $2S,5i1.8UCR ~ AVL QUANTITY q~SCRXPTION soot, caAS~ MANHAT'I'N PFD 10. U4 16:16.451:. PIPER FDS INC LI ADJ RTE: 2S000L AT~rlcoRP 6.75 040104 200001:. SALT IGAS.zLE 6.5 021503 lOOOOL ~ERlCA 6.0 071597 , 2S000L a~ICA 6.875 060103 2S000L BOE~G CO NT 6.35 061503 saOOL CO~r.L 5.58 111502 lOOOOL CONS lED CO 6.375 040103 SOOOL DELTA AlaLlNEse.5 031502 SOOOL DUPONT E I~E 6.0 120101 lOOOOL HELL$R FINL 5.625 031500 '.-::;UllUL Illiln'~ (.:lJ,w,J.' SR 6.0 020101 10aOOL NABISCO INC 8.0 011500 lOOOOL NATI?NSBANK 6.5 081503 2S000L OCCIIPBTE MTN7.7S 051503 5000L pARAMOUNT CaS.87S 071500 I SOOOL STHNiCALIF E5.625 100102 tOOOOL Sw StLL TEL 5.9$ 101$07 25000L UTD tEL FLA 6.25 051503 10000L WMX tECU INC6,375 120103 , . 10000L WELL~ FAROO&8. 375 051502 SlSt GSIFII~NMA K MO 594L GS!F G~ I MO ! ' Si22L GSIFIGNMA G MO 71. MUM!' tNV'!: TR FO CA 7 I I E:vERF:tl SECURI TIES PAGE: 02 FDO THE WESTON FAMILY T 4/14/'n 'lltl) $1.'18. \120 TYPE t MV TYPE 1 l"MV Tn€ :.I I..MV 'rYli'E :! eM\' OTlIF.'A. MM/V OTlU'i:R CM/V $138,881 'l"lPE 1 cIA $277,762 MaN SEe T/t $278,220 TOTAL MV SYM CR,NC'l coalP CMB'C USD 1616111.884 PJARX USD 72407Q100 USD 001957AMl USD 059'16SBtJ3 tlSD 0660$OaU8 OSD 066050llZ7 usn 09702JAL9 usn 2098~4ay:.l usn 209111CJI.9 usn 247361WOll usn 263534A1"6 usn 423328AXl USD 428040AZ2 USD 629527AE2 USlJ 63SS85A1"6 USIl 67460QCM4 USD 6992:1.6AJ6 I1S0 e>>\2400nK6 USD 8453411CQ9 USD 913026ARl Ul;lD.9:l929QAAS usn 949740BVS OSD 383743499 crao 383743523 USD 383743580 USD 626233134 . r-CAr~r.. . H-C'J\:L.L I)-un' M - nIT EQ'l."f % EQUITY CiA R/P $303,731 'l"OTAt, VlU.t1E V1\ un:: 't' r..oc fo1 1'3437,50 1 SEG M 13255.06 1 SKF M 24:1.25.00 1. SEe; 19225,00 1 SEa 10000.00 1 SEG 24468. '75 1 SEG 24000.00 1 SEG 4625.00 1 SUilG 9550.00 1 SSG E237.S0 1 SEa 4787.50 1 SEG M !:lEi:n. so 1 SEG 4800,00 1 SEa 10212.50 1 SEa 957S.00 1 SEG 25000,00 1 SEG 4781.25 1 SSG 4631.25 1 SEa a975.00 1 SEG 237:L8.7S 1 SEG \1462.50 1 SEa 10462.50 1. SEG 41.20 1 SEG t 47.52 1 SEG 409. 76 ~ 1 SSG 1753.99 1 SEG SOI\BPUfJI!: r. (attnQl1lIflnt . pagEl),) Estate of Robert F. Weston, deceased Number 21-97-0502 Date of Death: April 12, 1997 '1'he date of cleath value of the securities held by the Weston Family Trust was calculated based upon information provided by Everen Securitiell, Inc., the brokerage fIrm holding these asset.S. A oopy of the date of death information provided by Bveren seourities is attached heretO. The attached letter, dated July 10, 1997, from David L. Seltzer, First Vice president, Investments, Everen Securities, Inc., explains that those valuations are accurate to D reasonable degree of certainty, under the circumstances, i.e., that the death occured on a Saturday. '1'he principal value of the 'l'rust has been calculated by using the values provided by Mr. Seltzer, and the principal value of the Trust is reported as Schedule G, Item 2. The total accrued interest attributable to the Trust is reported as Schedule G, Item 3. '1'he calculation of accrued interest as of the date of death follows. Eax yaJ\,\e . ,l:!!;l!'1crJp1;JQn cusip Meru Qgll1!:"e,l'.",fil,\i-t. $25,000.00 A'1'&'1' Corp. 00195'IAMI 51. 56 $20,000.00 BaIt. Gas & EIeotio 059l65BU3 202.22 $10,000.00 BankAmerica 066050BUB 145.00 $25,000.00 BankAmerica 066050BZ7 630.21 $25,000.00 Boeing Co. 097023AL9 520.35 $ 5,000.00 Conrail 209B64BY2 114.70 $10,000.00 cons. Ed. Co. 20911lCA9 19.4B $ 5,000.00 Delta AirlineS 247361WUB 33.06 $ 5,000.00 Dupont 2635341\F6 110.00 $10,000.00 Heller Financial 42332BAX1 43.75 $ 5,000.00 Hertz Corp. 42B040AZ2 5B.33 $10,000.00 Nabisco, J:l1c. 629527AE2 193.33 $10,000.00 Nations Bank 63B5B5AF6 101.11 -1I,V,1I1l U~ I/ul ~, 1:~J'~ SCHEDULE II "~"'W,~I\ FUNERAL EXPENSES, tu""""WIMIII '" "'''''I''V^,II' ADMINISTRATIVE COSTS AND '_mm_,_""~\l~t~:!~n!~W:~'H_'n_...... .___~~~~E~L~_N_E()US EXPENSI!S PllUI. Prill' 0' lVI'O UfAfro' Robert F ."~eston,'~~~~-----"-~-~~c==="" nn --I Fll@it~~~!~~8~-"u .~------: ITEM NUMBER OESCRIPlION AMOUNT I. A.. Fu".ral bpo"..., Jesse II. Geigle Funeral 110111(3 1,505.80 I. B, Adm'"I.lrall.. Co.," 2, 3, 1\, C. I, 2. 3. 1\, 5; (" 7, 8, PO'IOl1ul f~npjosolllallvn Commissions Sodol Socud'y Numbo, of Po!!ollal ROI',o,oll'ullvol Your COl1lllllsslom fHllu -0- AlloII'.y 10.' James D. Cameron, Esq. fUl1llly Exomptlofl CI"lmall' R. ,'J:'i1lKl.t:I'l}'_~El!lt,()r1__ Rolollo","I" Add,oll of Cloionall' a' d.c.doll". d.o'" 5...., Add,... _L~~!l~l'Iill<i_Dr,i~E!'m__n Clly _,. m ...___~yn~, ,"'''HH,_u_H ..5'0'.. PA Son 3,~00.00 . Zip Cod.... _,.11043.-___ P,obot. Fe.. 77 .00 Register of Wills of Cumberland County MI..olla".ou. Expo",... Register of Wills of Cumberland County (filing fee) Register of Wills of Cumberland County (filing fee) 1997 Personal incccne tax preparation 15.oQ 10.00 75.05 _,__._._...~____~~__,__ ._'u. ,.,~______~~__._..__.'" 5,1.82.85 TOTAL IAl,o OlltO' 011 11110 9, RowI'llulallo,,) (II mOrl .pace I. needed, In..,' addlllanul~h..h o,-;;';.-~i",l s . '-'.---'--'..' .H,lmIKtll'1JI ~"Jt, wit SCHEDULE I WM'"'"''''""''' "lItlll""" DEBTS OF DECEDENT, ""i::::~',',i'l,'t,~Wl:'" MORTGAGE LIABILITIES AND LIENS 'STA'IO~c~'~;~"~.' ~~t~~',~~=:;;=""'=""~="""~="' ....=C"....~_ ..,,- --.rfltE"NJ~~:.~~::~~_T,~P' ITEM NUMBER DESCRIPTION AMOUNT .___,_,w,. _r'_.'~~'"."'_ 1. PA Department of Revenue (1997 state incane tax due) 154.1.6 ",' r, ,;,~ , ~' oj,; .~~_~___..o..~~___~___._..-+___ ......-----.----- TOTAL 1""0 enlo' on lI"e 10, Re,aplluluUon) $ 154,16 _"_~"~..._~,_,.._~'__.~. ,"',._.,_,___...__~,_~...___._______"_.. ,~~__..._~~_n_........ 'If more 'pace is needed, 1111'" additional slloeh of sumD slz..) 1S-l9o .f IUREAU OF INDIVIDUAL TAXES IMHfRI,ANt[ '"k DIVISION IlEP', ZSS6S1 twlIIl.llMG, PA 11Ue-.,.t COMMONWIALTM OF 'INNSYLVANIA DIPARTMINT OF RIVINUI NOTICE Of INHERITANCE TAX A~~RAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEOUCTIOIIS ,ND ASSf.SSHENT OF TAX JAMES D CAMERON ESQ 1325 N FRONT ST HARRISBURG PA 17102 DATI ESTATI. OF DATI OF DEATM FILl NUHlIR COUNTY ACN 07-06-1998 WESTON 04-12-1997 21 97-0582 CUMBERLAND 101 _t R..Uted [ (~- *' F MAKE CMECK PAYABLE AND REMIT PAYMINT TOI REGISTER OF WILLS CUM8ERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS -41 ili"'V=U'4"'f-ix-AFP-CiiFnY"iliifici--IiF-iiiiiiiiiTAiici-;A'j"XP;itXiiiifiil'r;-ALi"liiiAii'cii-Oii----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WESTON ROBERT F FILE NO. 21 97-0582 ACN 101 DATI 07-06-1998 APPROVED DEDUCTIONS AND EXEMPTIONS I t. '......1 hp......./Ado. eo.to/lUoo. E_... ISchodul. HI (9) U. _tolHort_ LlobU1U.a/Uon. I_I. I) (UI 154.16 11. Tot.l _U"". 1111 12. Ilot V.lue of TO>( R.tum Cl21 11. Chll.Uobl./llov...-t.l .....ot.J Non-.looted 9115 Truot. (S_l. JI (III l_. Ilot Yalue of E.tot. SUbject to TO>( Clitl NOTII If.n ........nt w.. i..u.d pr.viou.ly, lin.. 14, 11 and/or 16, 17 .nd IS will refl.ct figur.. that inolud. the tot.l of ~ r.turn. .......d to dat.. ASSISSMINT OF TAXI 11. ~t of LIno 1_ .t Spouaol r.t. 1111 16. ~t of LIno 14 t..obl. .t Llne.l/CI... A ..t. (Ii) 17. A-ount of LIno 1_ tOMObI. .t CoII.t...I/CI... I ..t. (171 la. ~.lnolpol To Duo TAX CREDnSI. 'A'IllI!NT DATE o -11-1 7 04-16-1998 TAX RETUtIM liAS I I X I ACCE'TED AS FILED RESERVATION CONCIRNING FUTURE INTIREST . SEE REVER8E APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..I E.t.t. (Schodul. Al Z. Stooka _ Bond. (Schodul. II 5. Clo..l~ Hold Stock/P.rtne.ohl, Int....t (Schodul. C) _. Mort.....lHot.. R...lvoblo (Schodul. DI I. Coohllonk OPpo.lt./Hloo. p..oonol 'roport~ ISchoduI. EI i, Jolntl~ Owned proport~ (Sohodul. FI 7. T.....f.... I_I. III a. Tot.l A...t. ( I C_ED 111_ (ZI 151_ 1_) (II (il (7) .00 .00 .00 .Oll 26.903.00 21257.15 308.346.48 (II) 5,182.85 .00 X .00_ 332,169.62 X .06_ .00 X .1S" (11) RECEI'T llUltIlER AA211526 AA269976 DISCOlM 1+ I INTEREST /'EN PAID (- I 894.74 .00 17,000.00 2,035.44 ANOUNT 'AID BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-17-1998 TOTAL TAX CREDIT BALANCI OF TAX DUE INTEREST AND PEN. TOTAL DUE 1I'I-1M,II'''l"'''' ROBERT i NOTE a To lnaur. proper orodU to l/OUf' _t, ......U the _. porU"" of thla foro wIth ~our to>( po_to 337,506.63 1i.~~7-D.l... 332,169.62 .00 332,169.62 .00 19,930.111 .00 19,930.18 19,930.18 .00 47.26 47.26 . IF PAID AFTER DATE INDICATED, SEE REVERSE ~OR CALCULATION DF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS TIIAN n, NO 'A 'IIlENT IS IIEllUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CIII, YOU HAY IE ~ A IIEFUND. SEE REVERSE SIDE OF TNIS F_ FOil IICSTRllCTJOIlS. I a~ ":t I'lJ N n. t.:!'( :~?a: \) t J,\ (fI t) ',j~ }1 9' =J if< (I ,,~' ~ j ,~ dd IllESERYATI.' Estat,. of dtIOedentl dYlnt on or before ~r 12,' t9l1. .... If ...v future Int.....t in the .,tat_ I. tr"lfM'red In po.HI.lon or enjoWHf\t ,"0 (:1... . f ooU.t.raU benefiola" ... of the deoedInt .ftl,. tM ..Iration of '"" ..t.t. .... life or fur YU"" tnI C LJDllNMlth tM!rtDY '.1'...1" ,....rve. the; rllht to ,..,..". Ind "H" tl'M'llfa,. l"'rl~ T..,. at the llWful el... I (ooUlta,.all rate on any IUOh futu,.. lnt.r..t. _Of NOTICE I To fulfill the ,.equlr..-ntl of hotlon 2140 of thIl l~rl~ MIl Estat. Tax Aot, Act Zl of 1995. (72 P.I. baUoo 9140). PAYMENT. htMh thl top port1~ of this NoUCI .00 ,ubIIlt wltb ~our p.~t to 'the R...ste,. of Willi prlnt_ on the rev..... ,... ~...... oheok or IIOMY order "yebll tOI REGISTER OF MILLS, AGBN'I' IlEF\IND (ClU I A ,.afilnd of . tlM or_it, .....Ich .... not ,......tect on the Tu Return, ..y be r.....ted bY OOIlPlaU", 1ft "application fur ..fund of Penn,vh'lnla lnheritence Ind e.t.t. Tille" (REV"lS13). App11oatlons are 1Y111..1. It the Office of the AggI,tlr of NUll, "Y of thII ts Alvenullblatrlot OffJ.O.', or by 011111'" tM tpHI.l Z4~hoUr en....rl"fl I.rvloe ~r' for fora. ordlrlngl In Pel'",y)vWlI. l-e'I-562-201l, aut.ldl ,..,.Y1YWIIs ... within looel HIltrl"'r. IiIr.. (717) 717"1'94, TOO' (717) 77Z-ZtsZ UtArl... 1.,.1,.... OnlY). OIJF.CTlOMSI Any ...rty in int.r..t not nthfl_ Mlth the eppr.l.....,t, .Uownoe or dl..U..-oe ,f dIlduoUonll, or .....__t of tex UnolucUnt dllOCMl'lt or Int.r..U .. ...... on thh NoUce ....t object Mlthin .bb (61) cNlY' of r~lpt of . tnll MoUce bYI .-wrltt.... prote.t to the PA Dcperteent of R.venue, Ioerd of ",h, Dept. ZI1I21, "'rrhburg, PA 17UI-l1Z1, ntdtotlon to MV' the utt.r .t....lned .t _It of the aooount of the perlOMI repr......t.tlw., OR ~......I to the orptwl.' t;Qtlrt" DR AIIlIIN IlmTl"" COIItECTIOMSI PalALTYI F~tuel error. dboovlrtld on thla .........t shoUld be eddr...... In wltl", tal 'A DIper~t of Revenue, IurMU of IndlvldUlll T'Mss, ATTMl Po.t An......t Revl... Unit; Dept. 21"11, Merl'laburg, PA 17128-'''. "*" (717) 767-6505. SM,.. S of the bookllt "In.truotlon. for InherltlnCtl TIP( Return for a Re.ldent o.o.a.nt- (REV-ISOI) for en a~lanttlon of ~lnlltrltlyelY oorreotebll arrorl. If any tex due II ptI1d Mlthin thr.. (5) calendar ItOnthl aft.r the diIoedInt". death, I flye paroant (IX) dlaoount of the tlM paid I. .110Ned, The 1&2' tu: ....ty non-partlolpiltlon peMltY la o.,.put" on the total of the tax and Inter.,t ......Nd, and not ,.Id ~fOre JInuIry 16, 1996, the flr.t day aftar thl end of the taM ~.ty period. Thl. non-partlolpatlon peNlUy It .....labl. In the ... ..-r 8nd In thl the ... tlM per lad I' you would.....l the tlM end Int.r..t that hi. bien .....Nd a. IncUcetad on thb notlCMI. lnt.r..t .. ClhIrged ..Imino with flr.t day Ctf dtllnqUllMY, or nine (,) aonth. and .. (1) da~ frOll the date of death, to the data of pWMnt. T.x.. which beo_ .Unquent befor. ......rv I, 1M2 bMr Int.r..t at the rate of .be: ('X) Plroant par ...... calcullttd .t . dIlUv r.t. of ....lM. All taMe. MIlloh bao8M ct.Unquent on .nd .fter .......ry 1, 1982 will balr Int.re.t .t a rat. which ..Ill v.ry fr_ ul"" YMI' to oal"r ~r ~Ith thlit r.te ~ by the PA ...rt.-nt of RlIVtnUlI. 1h1 .,lIcabl. Intar..t rate. tol 1982 thrOUlh 1991 .r'l DIICOllIITI INTOEIT a '!.II!: Intere.t Rlt' DaUv Interllt FlIOtor X!!! Inter..t Rate o.Uv Int.rll' F~tor 1911 2.1. . ...MI 1917 9X ....r47 I'" lloX ..00418 1911.1991 llX .0015.1 1914 lIX .101501 1991 9X ....r47 ,... ISX . "0;\56 1..1-1.... n . '''192 1916 lOX .'00274 1"5~1". 9X ."0247 nlntere.t I. caloul.tld .. fo110N.1 IIITDll8T . BALANCE OF UX II1IPAID J( NU1IIBR OF DAYS DELINClIIEIlT X DAILY IIITllIEIT FACTOll --Any MoU.. I_sued Ifter the tSM bIO'" dell,",,*,t MUl r.f1eot .. Intlr..t "loul'Uon to flftMn US) day. bt~ tniI data of the ...........t. If P'YIIIF'lt It .... .ft.r the Int.r..t co.put.U.. d.ta IhoMn on the Noll", eddlUOMl Inter.at IN.t be oaJ,oul.tM, " _M' .... '_ ,... ~.~ f', I " ,.... \ C~MoNWEALTH 0' PINNSVLVANIA DIPARTMINT OF RIVINUI IUREAU 0' JNOJVlDUAL, TAMES llIERlIAIICI! TAX DIYIIIOII . IlEI'T, Z..... _11_, PA 11121""11 NOTICE OF INHERITANCE TAX APP~AJ8E"E"T, ALLOWANCE OR DIIALLOWANCE 0' DEOUCTJlIHS AN\! ASSESlIIIENT OF TAM JAMES D CAMERON ESQ . 1325 N FRONT ST HARRISBURG DATE ElITATE OF DATE OF DEATM FILl NUMIIIR COUNTY ACN PA 17102 I CUT ALONO TMIS L~NI ,;;.".;;1-:;t~~,,,~,,,,,-~'c~.r -,- " in. I. . / *' m.lMI n'" I""'" ROBERT " ;I. 'It .." , h;_ 'l \',J it' ,\ 07-06-1998 WESTON 0(,-12-1997 21 97-0582 CUMBERLAND 101 _f"R_lttod P.d.~1 MAKE OMIOK PAYABLE AND RIMIT PAYMINT TOI REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 .....~~ _ RITAIN LOWIR PORTION FOR YOUR RECORDS ~ _~,"""'~d~'-""",,""~~~~~"'U,flI,'!I-"'."'''''-'''''' .~.". r'....__.....~_................,."-!I'J!~~~.....!';~,.~,~~!',~~~'!'.""!!'!--r.....-..-""!...~,~ . -'j;' ,~'" 'h" ,.,;.~. I ~., ,t ..\;.'i' -.- . 'ff'~ t'~,f't II ~ ... '~..'., . .. .~t/'" J 'l), !. ',to ,1 \ f;'l" 't' '\~ ~ ',",f ,"" "" ;.J' 'ii" ..' '" f 'lIt> -i ~ ',~. !". 9' ,~i, I (-, ", , ~,' ! ,..t1 .......... ~~. , If , '~ F I , . r \ , ..1 .. ~. & f ~ l1:1 . , , . ~.J " , ..\ , ( \ . 1 J.' ~; , ,,' s - 0... ".. \ ~ r: .,. .,:J ~ t:l o ,'1 '. \ \ \ 1 , ~ , , i.' .tJ , I,' ) .~. r.J .J (. .J J1 .. ,.... '," r, ,- i I ,.. ~~: ~i' I ,- I J.' I H t:I ,j I,' t ,., ~Jc ~'!(.(L(,~;d-ti;~'ii.~';)-n ';,"~ ;,I t:' 1..0 ~ :J <!: r-1 f',- r'" <'( Co_ t') ~ ::-J w (f) -- C~ c...: ", ]:' 01 C (I III .. III z o ~ 0' IJ-lS ~.~ ., tl ~ ~ :i .. ~ ~ ~ z ~ < 2 Vl .;. IL. 1. ......... \i.l Z r 1. :t. III .J · ~ "'. ~ 0 0 II :::>~q /0 ". r\l ~ '" . l/') ... &J..i ~ ~ ~ 'J III .-I .-I "~ ~l ~Ul o 'HO O:Il ~ ~~ '-'0 III U QI M 'M ~- 01.>1 III 0 <ll~"1"- p;; :z; 0' ~ OUl <ll0 .c:U<U>'l: '-' III P" Cl " .... Z 0 . o >'l: ,C: <ll ..:I+Jo-l <ll P;; I-< III o ~ p.... '... rq 0 o-l ~~UH ....0 III OU~U .. JJ fIi) ..-' .. ~ .. .t:J - -- '" .. ... IJ'II .. .. .. ... .. III' .. .- .. .... ", .' ", '" l .. .- ... ,. . .. J.t ..". trf:t ~S r..)t~'I .. ~ I.!.' f.." li'> ~ f'-' , ~ "" ~~ C1'I . f , \1 I \ , ) , I .' l- t I \ 'J ''f. \ t, I' \j,,\\' ini , I W"' IL.' , IV""'" DIPARTMENT OF RIYI"UI INHERITANCE TAX STATEMENT OF ACCOUNT , " ;' ~ 'to \ ~ ~. ~~, , '" " .4 ~ , , c IURIAU Of XIlDXYIDlIALTAXIS IWIIlRITAMCE TAM OIYIIIOM IIIPT. ,..... ,twtRIIIlIIU, PA 17UIRI..1 "~.l~.r II ,,, m.t11 Flue f,:( " DATI 09-08-1998 ESTATE OF WESTON ROBERT F DATE OF DIATH 04-12-1997 FILE NUMJlIR 21 97 - 0582 '" : I ! COUNTY CUMBERLAND ACN 101 C A_t R..ltt~ j MAKE CHECK PAYAJLE AND REMIT PAYMENT TOI '911 Zj JAMES D CAMERON ESQ 1325N FRONT ST HARRISBURG C/~'{l PA 1 t\q~il REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE, To lnou.. p._r orodlt to ~OU. ""count, auboolt tho upper portion of thio fo.. with ~our t.. p._t. CUT ALONG THIS LINE .. RETAIN LOIIER PORTION FOR YOUR RIICORDS -4 itlV'=u,'1f1"i."i"AFP-iiii'=''iY------...--iNii"iiiiTANcl-TAif"Si'Afiiii-tiT-of-AccouNt--ii..----------_._------.- ESTATE OF IIESTON ROBERT F FILE NO. 21 97-0582 ACN 101 DATE 09-08-1998 THIS STATEHENT IsrROVIDID TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE MANED ESTATE, SHOWN IELOW IS A SUHKARY OF THE rRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, TNE CURRENT IALANCE, AND, IF ArrLICAILE, A PROJECTED INTEREST FleuRE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 06-22-1998 PRINCIPAL TAX DUE L 19,930.18 PAYMENTS (TAX CREDITS), r--pAYMENT - RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07 -11-1997 AA211526 894.74 17,000.00 04-16-1998 AA269976 .00 2,035.44 08-06-1998 AA296524 47.26- 47.26 . . . TOTAL TAX CREDIT 19,930.18 JALANCE OF TAX DUE .00 INTEREST AND PIN. ,00 " IF rAXD AFTER THIS DATE, SEE REVERSE TOTAL DUE ,00 - SIDE fOR CALCULATION OF ADDITIONAL INTEREST. << XF TOTAL DUE IS LESS THAN .1, NO rAYIlENT IS REllUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY IE DlIE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR IHSTRUCTIONS. ) -.--~id'i>k..ti.'M.i'~,ii!:\;j,k,..-'.." ., -/' . STATUS REPORT UlIDBR RULB 6.12 Name of Deoedent: Robert F. Weston Date of Death: April 12, 1997 Will Ho. 21-97-058L. Admin No. Pursuant to Rule 6.12 of the supreme court Orphans' Court Rules, I report the following with respeot to complotion of the administration of the above-oaptioned estate: 1. state whether administration of the estate is oomplete: Yes X No ___ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b..'l'he separate Orphans' Court No. (if any) for the personal representative's aocount is: nla c. Did the personal representative state an account informally to the parties in interest? Yes X No _____. (Personal representative is tha only party in interest.) d. copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed wlth the Clerk of the orphans' Court and may be attaohed to this report. ,auc~ Date: 08/061,iB.-. i.("I 't.: q~ '0 ..f!!. ~::t " '" :'') \.-i.-.. (t,l?" c.. "I 7" , UJ it> ;') Tf' 2il ""',,< ~~) ~ ,.: "Ii! ~8 Name 1325 North Front street Harrisbur~. PA 17102 Address Capacity: (717\ 236-3755 Telephone Personal Representative --lL_ Counsel for Personal Representative " O!l1 fit, ~~~ 'I'" \"~ ('.,) l'i: J~;,r1;'; ,~ 1"-:. t'j' (1ij "" ~ , ;;:;'~ 08 6y" 0",'; tJ Hi 81 0'; U1~ ~> 14t-1 5 Ilo>l '" U1Z I 0 ~;o . ~~ .. 5 ll\ !1 :;J. r.. z ~ ,n 0 0 ~ 0( "- :E:~H e- ~ z '" o > I~ UI N Vl ,D tJ ~ H e- ~ 'tl ..... .. ~ ~ . ~ ~ QI /lil. :r. '-' 1Il <: 1(.0 ,. r;:; r..z ~i ~ 001i'< UI . III IJJ >0 ~ z 5 e.Sgl M r.. QI ~ u.. 2 U ~ ~ p~ ~ ~o8 Q) e- Q) :::> f-< 0 d :z 'tl 0 I< I>: CIlIlii Cl 1( :z, ~ J: 8~in M t " '" fb I:i III V"I C\J ~ '-' H 0 l '" '" ~ - '" ,. ~Cl~ I>: fri 0( :r: e-~ Ze~ H 0 " I':, ,-;" ., -' ,. . H,liI.,"ut'AtlIUIIU.'.'tIlltt'Allrllltt 'OHIWO~'O:l;.1""f'II ;VOl' l..~j.',.,. ,. , ' :. JAMES DURYEA CAMERON ATTORJ'"Y ^T L^W ~