HomeMy WebLinkAbout81-00630
pI'
;1'"
"
.,
n
1',
L1\S'l' \'1ILL /\NO 'l'B/3'l'J\MHN'!'
Of"
LUCY, 0, l'IIUUI,l:lY
,.1'
I, IlUCY G, WeiblGY, of Hampden 'l'ownehip, Cumberland County /,
t>anney~vanh, Q801a1:'$ t.his t.oLbe my ll\st \lill, heroby revClkipII any
and all prior wills anu oodioils,
ITJ:JM I.' I give and bequeath the sum. of '1'1'10 'l'ho\lsanq
(~2 / 000,00) Dollars in oash to my <;/randcla\-lghtot', Susan \'ieibley
Actey / anc;1 a like ol;\sh ~UJn to my IIrllf\clcl€\UghtaL', Sondra Weibley Morton /
children'of my Bon/ H;Lohal:'d Heibley,
I'l'IilM II,
I ",i Va ancl beqUeath the sum ~f '1'\'10 'l'housanc.l
($2/000,00) Dollars in cal;lh to my \lranddl\u9htar, / Dar/.lara W!'1ibley ,
1\lexanaer, 1;\1'\11 a lj,ke oallh eUm to my \lrancldaughter, l'atJrio!a
W$ibley,Hains, children of,rnylleoeased son, Eelward l'/eib1ey,
ITEM III" I g.ivo atld bequoath the ~umof, '1'1'10 'l'housand ' ,
($ 2,000 ,00) Dollars in oashto my daU<Jh t:ar-il'\-la~, l<athar.i.ne S.
\'/eibleY ,
ITl:lM IV, I \liv~ andbequaath, th~ sum o~ ~wentY-fiyci
Thousand ($25,000.00) Dollars in oash to my lIl:'anddaughter, Uarbara
"
We:I;bley Alexander, anct a like caSh aurn to my IIranddaught.er ~ 114.trioU
WeibleY Hains, 'l'hese lelJaoies, however, shall. abl;\te to the extent
by me in my lifetill1~
saia PatrioiaWeibley
of I;\ny'oash sums heratofo!:'e ~r hereafter \liven
to the said ul;\rba1:'a Weibley J\l'exander anQ the
Hains.
-\....~
<A_t-e.eLl!
t7
.J' ?,:'le ~l-l1r
',,' 0
($l!lAL)
'(!I,
'I
, .
I'1.'l:JM V.
Nit" relJpeot to tho legaoib~ bequeathed in
Item. I, II, III, and IV above, if "nyof said legatees prodeoease
,
m~lher le\laoy sha;l.l not abate, but IIha11 bo distrib'Ute<1 to her
issue ,per .tirpes. If any eaid legatee precteoaases me, without
islnlel, Iler' legaQY shall abate, and shall be distribut.ed with my
, redduary estate. .
1'l'EM 1),1.
I d,irect that all the rapt, residue and
remainder of my estat.~, of Whatsoever nntu!:,e and' wherosoavar si tua~e,
shall, be divided into tWo equal parte, and, one suoh equal part, or
one-half, of my resid\u~ryost.ate shall bo dist.ribut.ed to the said,
UarbaraWeibley Alexander and llatrioia weibley Hains, share and
'share alike, or their ,issue, per l!Itirpes. '.rhe other equal part,
or one..half, of my residuary estate Bhall be, paid and d;l.st.ributed
to my son, Riohard Weibley, ,if he aurvivos, me, and if he pre~eoeaseB
me~ shall ,instead be paid and dilltributed 1:,0 his wife, Katharine a. ,
wei b ley ,. if ,she survives me, and further proVi,ding that she has not
remarried prior to the time of my death. If the' lIaid l<athadne S.
welibley does not qualify by reason of prior death Or remarriage,
sait! one~half pf my residllary est.ah IlhaJ.i\., be paid and distdi;luted
to my gran4dal.1I;Jh te~ll, t.he said, Susan WeibleyAcley anti sondra \~eib.leY
,Mor~on I, ahare and share alike" or thair issue, Pill:' stirpes. if
either the said Uarbar,a l~eibleY 1\lexanCler orPatrJ,oia Weibley l1ains
predeOelllleS me ~J.thout issue, the distributive share of lIuoh
'deoElased le~atee shall inlltead be paiCl al\d. distributed toller
surViving sister, or her issue, per stirpes. If both the, said
Uarbara Weibley, Alexander and J,>atridill\~lilibleY llains predeoease me
witho~l: issue, their Share of n\Y estate shall instEllla be paiel and
distributed with the balance of my rosidl1ary estate. If 'S~san,
h{.~y ,.f.
,}
.
/11/:'/"
[i!,(,(/rL ~
~
(SlbA~)
-2-
'r18
W~1bley^aey and Sonc.1rll WCilibloy Mort-on qual1fy as l:'oSic.1utlrl{
'legatee", but aitne!: of tlJem has prodeoaased me witnol.\t islue,
the .hate .of sudh uocaased l$gateeshall infltoaa bo, pdd l\na
,. , , '-,
qistdbuted t,o her Qurviv.i.ng s~i1tar, ot' her issue, l>Elt' stirpes,
and in the further event thatlJoth the sdd 13l.\SIUl watbleY AdlllY
ana Sonara Wei1;lley I~orton have predeoeased me wi t:hou~ iSllue, then
,their !Shares !Shall ihStaad be pdd t:\nd distributed with the balanoe
of my residuary B!State.
I'l'InM VII.
Should I leave with my Personal offects. a
letter, or othEllo' writing, sett.i.ng forth bequests to named p,/ilrs on II
df speoific ite!1l8 of my personal property, the inst%;'uct:idns set
fo%;'th in said. letter llhall be followed by my lilxeoutor, and sUell
lsttet, o%;', written instructions, shall be treated as testamentary'
.' in enar~oter, 'and' I hereby inoorporate same .i.n thj,s: \'1,ill by
referenoe thereto. l3uchitems of , personalty so beqUeathed shall
not: be p~rt of n~ r~sidUary estate.
ITlJ1M VIII" 7.'he interes,t; of any, heir of lI\y estate shall
' '
,
not be subjeot to antioipatioll, Or to VolUntary or involuntary
,l\l!enat;lon.
ITlDM IX ~
All eliltate and inhoritanoa ta)(e~paYl!ble by
ul\IIon of my death shall be paid from my res~duary Gstate, and
'sh~ll not beapport!oned among the heirs taking .hereUnd$:r.
ITEJM l(. In addition to the authority oonfarrt;ld upon
fiduoiaties by law, my J:Jieoutor shall havo the. following powers
in the administration c;>f my estate, anll SUch pOWers shall oontinue
UntU final tliBtribl.l~ic;>n is actually made I
\..p
,,(I,a, ;/
,I
,l:'-
, (,
1/ I d,
{/(./~rt?'-Gt?et(~
" C'
(8I:)A1,)
-3M
1(1:1,9
<'> 2!f ~~
,.,r-
."t'l
....
~... it
11'1'" m~
~ ;Ii_
h'r!, -~ll~_
:,II'tl ',f
,- ';\1 .... It.?
I~ '}
..' .po, .!;'J
::n:: :~ "0 ::J
,
\1 '-.} j-'
;'.' ;.l 'i'
n
,i
e~ 1
g
~ III
~ >l ,() 0
~ .)$ ~ s
Vl l ~ I ~
\~ I~
" ~ ~ III g g
~ ~ Ie d j
,~ . 0: .
~ , ! 0
~ b , Q i
~
~ s ... '..:I:
L:'; ~:
~
. '
i' ."
,.' i
,.
j\
..
I; 1'"
(': N
, ,.,\,.c
,~- ! Cl, ~' '\. :'
..-'J i ~
ll.. ",(~.
'\1,-' oot !~- ~r.
("JI .... 1','....1
~lli j-. '"'ffi
;, f.'l'>
e ~~
~S
i\il F
i>
,
:.~
C"I "'
, Cl ,
u
u ",t.:J
I" "IT . '. ~I
t-.'; ",,-:
, . ....
~t_~ ""il
~ ~~~
~\? ':~.l
-CO ~i~
~~ iXi
~ 1 J i j L
OATH 0.' Pt:IUIONAl, Rt:PRI<:8ENTATIVE
COMMONWl1AI:l'H 01' PBNNSY1_VANIA 5S1
COUNTY OF CUMIIIlRI_AND
lloforu mo,'lho ReslHtor f\l,r tho Probate of Will. undgranHng of l-OllOrR of Admlnlslrntlonlp IInd for tho County of
cumberland, personlllly clImc Riohard W. Waibley
Who, bolngduly, sworn, do ell deposo and suy Ihllllls
of the lasl Will and testamenl of Luoy a.. We ib ley
Exeoutot'
decoased
he will wollllnd Iruly udmlnlslOr thc goods and ohattels, rights and credlls of said decoased lIcQ\lrdlng 10 law, And
.al~o wUl dlllgonllY Qom~ly with Ihe provisions of Ihe law retallng \0 Transfer Inherllllnces, Sworn and subscribed before me,
;D" 19B1
Mar c, t,ewis
~~
li_' r-.
t\ Cl
F !-i"
i,:U 1 ':"\
.. '---1.", C:...
C';' "'t .t..;!
I" .... ',\':~l 0'1
JI' tt,~,t
'J~ ..... 1
~ f~l (JJ
'~"l':l
i~'C:
.... Ii, 8
F b \D
U. ~ CIQ
~ 0 .,.,.....1>
'f) ~ j "
c' ...J
(".l ,~ "
~l~ \ ...J . .~ ~
~ ,Ul
c><:, -
I ~' tl .f!
,.. '--, s
09 \.,( 1 ~;J
.
,.. ~
N, ! ! .~
1
:!
DECREE
llo II romemberod thaI oM the
16th
day of
Luoy O. l'Ieipley
ootobet'
,A.D,,19.J2:...., Ihoro Wl\$ probatod and
I!lto of
!
recorded Iho llllt WIIl"tllld Test!lmen.1 of '
MeQl'lI~niosbul;'g
Deceased, l-ellet~ Testamentary were granted 10
Wllne5~ illY hand IIn\1 official scnllhe day and year aforesaid.
1(26
, C\lmborlalld County, P~nnsytvanta,
, . . . .
Riohard W. l'Ieibley
.ory C, L'WI.a~J<-"a~~
.L4 y. .=r
COMMONWEA~ TH OF PENN5Y~VANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY CD~~ECTlDN5
LPPLICATION FOR AND CONSE:JT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT . .,
-" --".-.---'. -
'*
~ (MUST BE FILED IN TRIPLICATE)
TO, THE PENNSYLVANIA DEPARTMENT OF REVENUEI
Applleetlon la hereby mede for 0 C!OlOnt to tho tranafer of tho following aecurltlot of a Penn.ylvanle
Corporation ore Nellanel BcnklngA..oolctlon located In Ponnsylvanlal . ,
(c) U ,.(b)'r09 an4 1W1toh Maftu'aotudn9 00. (0) c..n. . '
(NOTE, .In demlblng a,curltl.. enter In (D), ob O/e, either the number of aherot of atock or tho faCt emount of
reglatered bonda, In (b), the name of the IlIulng compeny and In (0) the clall ofatock. cr the atated Int,,.at rate
end maturity det, of reglsteredhonds,)
.
DATE APl'1l ., UII
ISSUED ON l~/U/n , and having arOTAI.. MARKET VA'LUE OF S .,1'71.00
(Pa'.)
os of the date of deethef th, decedent,' LuCIY G. welbl., , an . ~.- It, ~"l
(Nam. af p...d.n,) (pa" af d.a,h) ,
who waa lete of 3U. 'Jc)'pOrt: l'Oal!, MHhanl.o.bU9,
(S""t and Num~.')
(Pa.t Offlo.)
LI&OJ' G.. W',1bl.,.
(Nom. or nam.. In whloh ""III.at.. at. i.gl,'ot.d).
C.._land,
(Cauntv)
'A
(Sta,,)
Tho lecurltl.. er, reglatered aa followlI
ADMINISTRATOR) Rl.o~4 W. Welbl." 311 'kypjWt ~, ""hWo.blai9,
EXECUTOR ) \ (Nam.) ,.., .. ..' ." (~dd,...) ,
NAME O~ APPLICANT l10haft ... ..""1
COUNTY FILE NUMBER.;l. ) .f..~), l.~O , ADDReSS OF APPLICANT
. . .. . . . .. .. '
BUReAU FILE NUMBER SIGNATURE OP APPLICANT
NOTICEI IP YOU .PAIl. TO PROPERl.UII.I. IN. ANY PORTIQN OP THISAPPI.ICATION,IT WIl.l. NOT
CONSID~RED COMPI,l!TE AND WII.l. BE RETURNBD TO YOU pOR COMPl.ETION,
COMMONWEALTH OF .PENNSYLVANIA - bEPARTMENT OF Rl'lVENUE
CONSENT TO TRANSFER SECUR TIES '
. DATE
I hereby conaont te the trenlfor of tho above nourltles now reglatered In the name of th.
" .. ,. . i' . . - "
,
PA 1'70115
. ...
Oeced.nt ,and wa.lve theflll~g ef e certificate certifying to the, peyment of the tranaferlnh,rltance tax to which
tho ptoporty of seld Ooc.dent II made sublect putluant to tho prevlalana of the Act of June 20, .1919, P,L. 521, ,
'.aa amended end the Act afJune 15, 1961,..FI.L, 31tJ, aa amendod. Thill, ciao In accordance with th. provlllona
,
of the Act of April 9, 1929, P.L. 343.
Thla Co.nun! to Tronlfor tho herein ducrlbed property opera'u o~ly In ref.,.nc. .to the. ..tcte of the
ebeve.named Decodent,
......,..,
, l.
- _ X
REcOr;!:: ,
IfF.IW': '
, ','
Ill? Mhl,l ;!5 I\I!
CL:U\l~ c;,:njl, !i'
l.'III'I~W;i! " ,
INFOIIMATION
T~II (jooU/11.nl II th. Nollol r.qUlradto b. glv.n under Slollon 709 of tholnhotlllno. Incl Sltlle T.~ Aol
of 1ge l(7~P,S, lIollon 24861, '
If the tlX ,I. p.l(j Wllhln thte.. (3) /11Cmlh.llter Ihe dloede~I" (jlllh, . dll,oounl of ,llll of.the t.x Plld II .1I0wed,
"Inh.tllano, TI~ b.oelm.. (jellnquent nino Ie), monlhl .ft.r the deo.d.nl'. dllllh, Intlrnt I. ohlrged 11th.
t'II, of II~ (B) petbenl p.r~nnum on the .moUnl of ,unPlld I'" (ses eXAMPl.e ge~OW)
eXAMPLel 'If. b.l.no. ell t.x due 01 '2,000,00 II In .d.llnqu.nt IIIIUI from 3"3USO, .nd olvment II mlde
on e~23"BO, Ihe Inllrll'l II ,0110Ullted II Indlo"ed lIeloWI
STap 1
'P,I.tmlne the rlt. elf
Interllt ,ftom the tlblebelow,
sTeP 9
MultlPlv the blllnoe of
I.. due bv the rll. of
In\,rll\,
nap G
A(jd Ihl Int.rnt
\0 Ihe blllncil 01
tlX dUe. .
Int.relt ftom 3"30~90 10 1l"~3"BO
Relullt Inl
UMnml ,. ,OlD
20 D'VI . + ,%0",
Rile IIf In"rllt ' .', ,1
ell.no. 01 \.x due
R.lo ,of Inlnr..,
NTSReST
'2,000.00
.,OI3GB
. '28,70
SIIInOe of tax dUI
PIUI In\erll\ 10
~, of PI~ent 1+)
,I.x.n '
Inlerllt to OltO
of P,vment
'2.000,00
. ' 28.70
$2,02e,70
, ,
~~---~----~--~-~~~~-~~---~-------~--------------~~---------------~~--
, month ',OOa 4 monthl ,020 7 Monlhl ,03B 1 0 monlhl ,OBO
2 /11olllhl ,010 6 monlhl ,02B B monthl ,040 II monthl .08a
3 monthl .018 a monlhl ,030 9 Monlhl :04a 1 2, monthl ,oeo
1 dlv , ' ,00017 11'dlVI ,Daise 2 1 dlVI ,003112
2 dlVI .000G4 12dlVI .00203 22 dlVI ,003e9
G dlV. ,0,0081' 1 3 dlVI ,00220 U (jIVI .0038e
4 dlVI ,0006e 14 dlVI ,00237 24 dlVI ,0048G
II diVI ,000Bll 18 dlV' ,00280 211 (jIVI ;004 0
a'dm ,00101 1 8 dlVI ,OO~B? 28 (jIV' ,00437
7 dm ,0011a 1 7 dlV' .002a4 27 dlV' ,0041S4
Il (jIVI ,00138 18 dlVI ,00~01 2 a dlVI ,00471
9 ,dlVI ,00 I 82- 19 dlV' ,00 IS 29 divI ,00488
10(lm .001Be 20 dlVI .003311 30 (jIVI ,00800
----~~~--~----~~~-------..-------------~-----~-----~~-----._-~--~-------
AnV Pirtv In' In"tllt, Inoludlng thl CommonWilllh ind Ih. o.r,on.1 reot.llntlllvl. riot ..tllll.d Wllh th.,
'optllll/11.nl ,nd m...m.nt m.v obJ.ot wllhln IlxlV (80) dm Ift'r r.oelpt of thll NotlOI'1I provl,dl(j by
Slet/on 1001 of t,h. Inh.rltlnOI Ind btltl,r.. Actof ,1ge, (12 P.S, 110,2498 " 1001). ,
MAI<~ CHIOK O~ MONIlY OIlOIA ~"Y"llLIl Tal "RaallTaR ,D~ WILL., AOIlNT"
rmAeH TH, e" TOP PORT,ION OP THIS PORM" AND SUBM,IT, WITH VoulI PAYMeNT TO THe RSQISTeROP WILLUOR
THt: COUNTY SHOWN ON THS ReveRse. see, THe INHeRITANce TAX INSTRUCTION BOOK FOR' AObReas,
, '. " - -,-- -'
f-'" , ~.._ __* ~*._" ,.__n., _T_ ~~........ ~_~ "_0 .",,~_,,", ...'.... ......_H .___.... *_n. ....._T-., -,;.~_ 4<_.' ,..,,_--.., .'.-'''' ._______. H____ ,,..n. _u_~" ~.,.."' .--;-"<"'.-'-<-'-~'~-'-'- ------.. "'*__.....,..-;-,- ~ 9'_"""_...........
Rf.V ' 483,A ~x 10,841
J
.
,
NOTlOEOF DETEI1MINATIONAND
ASSESSMENT OF FENNSVWANIA
ESTATE TAX RASED ON FEDERAL
ESTA,T\! TAX RETURN
AON 201
OOMMONWUA~ TIi or !'ONN8Y~VANIA
O~I'AATMeNT O~ ReveNue
allAaAU or eXAMINAlION
p, 0, BOX 8321' ,
IiAl'lRISBuRCl, I'A 17108
-.......-....... 1--1'1'
BeTATn or
Wl;1llllEV
LUCV
G
Illlre05.19"'(j6
1'11.8 NUMuell 2l 01"0630
................
_._ro+;.1'
PAm oroeATll1 0..09-01 (ltJUNTY CUMOfJRl.AND
, N, OTEI 1'0 INSURU I'Rol>eR CI10DIT TO youff7icc60Wf:slTilf;rfT THE UI'I'I:II I'OATIOfIorl1liS NOTlcn WITH YOUR TAX PAYMeNT TO
TilE ReOleTeR OF WI~I.S or' TIIIi 1I110VF. COUNTY, MAKF. OHeOKS I'AYAUl,F. TO "ReaISTF.11 or WI~e AoeNT,"
(j THOMAS MllLaf~ esQ ~5~~,g:'6~~~~11IR 0, P
PO BOX 1166 WILLS IF PAVM~NTIS PUE
HOG PA 17106 0
)<.9M! i\!:.Q.ti.D_Tlil.S"':LJI'iB_ _ ~ _ _ _ _! .!.1!!.T~LNJ..9'tLflll.!'!?'iT.LO.!W1.11.:~..0.!:!1l.!lflll21.!.o..!!.! -- - - --- - - -,..~ -- - ~ ~-----
N01'Ice or DeTeRMINATION AND l\aUliS8MUNT OF I'eNN6Y~VIINIA USTATe'l'AX BIIBUD ON r~oeI1A~ e8,TAT~ tAX I18TURN
88TATROFWIllBL6V l.UCV 0 rl~e U ~H-0630 ACN201" OAreO\5'" U-86
NUMB811
----- ---~.-,--
ESTATE TAX DIiTeRMINATION AND ASSESBMIiNT
I, CredltForStoto Doath Toxos os Vorlflod
2, POMsylvol110 Il1horllOl1oo TOk Assollod
(Exoludlng Dlsoount end/or Intorostl
3, Il1horltonoe,TOk Assossod by Othor Status
or Torrltorlos of tho Unltod Stat os
(exoludll1U Dlscounl and/or Intorestl
4, TOlallnhor'ltl\hoo TIlk,/lssussad
. (Llno 21llus Llno 31
6, Pennsvlvanla Estat" Tax Duo
(Llno 1 mll)u, Llno 4)
" ~..j!'4.JO
2, 0,522.27
3, ...an
4, 8.fll~.n
6, ,,00
tAXOFlft01T81
Ppyrilonl
'Ooto
Recelpl
Numhor
lnteroal (.,
Amount Paid
,
, ,
, ,
· ~~f\P~let~tn~o~H~~ ~M'~Tf~~A~e~~~~~E~~OIi
Total-TAil Credit
Balenco of lal( Duo
Intorou
TOI.I Quo
lit e.lijooij Ouel.l8l1lhon $1: no (lOVmon\ I. requlledl
Inv.nto,v of th. ,,01 Qnd p",onal.,toh 01
LUCY G. WEIDLEY d
~...,.."___"....__._~____~__ ,Q.o"d,
.........-..:-
-..-."
TOTAL
24,87 00
5,1" 00
io,ooo 00
10,900 00
"
2.,12.4 86
T102 24
"
~
61,273 10
,llouseh()l,d furniShings
,46 Shares l!'roljT, swHoh & Manufaoi;urinq, Oommon unlisi;ed,
~. O. ~ox 70, CarliBle, ~A 17013 .
. .;rUClqmBntNote, Clatad July 19, 1971, $10,000, non-interetolt
'bearing from vatrioh Lynn Hain and Riohat'd C. Hain
Judgment Note, dated July 12, 1971,$10,OOO, non-interest
bearJng from, ~llorban aailAlexandlllr and Ray H. Alexander,
Cheokill9 1I0oount UB2-9427BO-4, Commonwealth National Bank
Savinqs Aooount, Oommonwealth National Bank, Harrisburg, VA
,
II <~.;J!: - LJ
INH&RITANOIi TAX RETURN
R1I81DlINT DIiOEDENT
...-j
,lrttMI.'Y
Pile Numhor ..L/ ~ Ill- c'(; Ii ('
CHECK
3. Almllhder Rolum 0
AP,IIO. '
PRIA TE
, 4,. ~lle BIIIII 0 E, Fldllll BIIIIITIK D
Allum Rlqulred. '
BLOCKS 8. Cleldlnl dlld t..lltl 1, Ololdlnl mllntllnld I living 0" 8. Number 011,11 dlP0111 0
lAIlloh co 01 Willi Irult IAttllCh 00 of Irull) . bOMlllnvlntorlld ' '
All eormpohdlnel Ind eonlldlntlll '1M Ihlormltlon Ihould bl dlreelld 101
COIIIIE'
8'ONO&NT Nlml
/I..{~;(d )/
Tlllphono No,
h/~dd.l'
011
, 'f,
ZI
R""ltulltlln
I. Rill Bllltl (8ehldull A) ( 1)
~. 810ckllnd BondI (8ehldull 8) ( 2)
3. OIOMly Hlld SI01Ik/Plrthlnhlp Inllroll (Schldull CI I 31
4, Mortgaglllnd Notll' (8ohldull 01 ( 4) /.;~; .-..! 1.7. it!'
6, Ollh & MIlClnlnlOUI P,"onll Property (8chodule 61 I 61
RECAPIT, 0, Julntly Ownld Properly (6ehedule FI ( 0) /e'cJ, ;:iI/t". (i~
ULATION 7. Trlnllon (Bchldull 01 (11 ,
8, Totll OrO" A"I'I (totll IInll 1.11
AND 0, Punml hplnlll Admlhlllrlllve COllllMlloelllnloul
EMpenll1 (Behodul, H) , . I 9) /~. rr/:.r.'p,.'L
TAl< 10, DlbtllMortUl9l1lLIIOI (Schodullll 1101
11, Totll Deductlonl (tollllln" 8 110 101
12. Ncl Vllue 01 Ellell (Une ~ mlhullI"e 111
CALCU, 13, cherllebloOequllll (Bchedule JI
LATION 14, Net VllullUbllct 10 11M IiInl 12 mlnulllne 131
( 81
/,/ J"J":I. /,:/
. '
(11)
11~1
1131
(141
F ~~rfLJ/-
/;~ '~:J '1
Compullllon 'I TIM
16, Amount 01llnl14 tmbl..t 8% rell (IB)
Uncludl VllUtl from Bchldull KI
lB. Amounl 01 line 14 tmbl'" lE% rill (18)
Uneludl vllu" Irom Sehedull K)
17, Ptlnalpll "Mdul (,dd 11M Irom IInll$ plul 11M from IInl 181
18. TOlll Prior plymlnltl
(II Amount P,ld
(b) PM DllOount
(el' Mlnullntl,..t (181
18. Ulllncl DUI iii'" 17 mlnulllnl18)
Mlks ChIck P'VIllII to: lllOllIlr 01 WillI, Aganl '
· ,. PLSA8E IIECH&OK MATH' , .'
Uhder pl",IUII OIPlflul'Y,1 dlCll? thlt I hIve mmlnld thll rllurn, Including Iceomplnylng IChedulOllnd Itlllmonu, Ind to the bOIl 01 my knowledgo
end belief. II Illrue, corlllcl, Ind compllll. Dlellrellon of preplror olhlr Ihen Ih. pBrlonl1 reprlllnllllve II bl$Od on elllnlcrmlllon of whloh preperer hos
any knowledge, '
M,06'
M.\6-
(17)
118)
81GNATURB OP PERSONAL RB~RBBBNTATIVBtSI
AOORB8S
OATH
BIONATURE OP PRePARBR OTHeR THIIN RePReBeNTATlve
IIDDRBSS
DATe
R~V,41111,'OI
COMMONI'IEA~ TII or PENN8VLVANIA
DEPARTMeNT Of ReVENUB
TRAN8fBR INHBRITANOB TAX
RESIDBNT DBCBDBNT
SCHEDULE "F"
BTATUMENT OP DBPTS
AND DBDUCTIONS
-
........,.....
F.8lUtBof Luoy G. Weiblay Dotoo! OOlllh October 9/ 19B1
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWINGl
Clolment Riohard W.Weibley Rolollonshlfl to Docodont Son
, "
Clell11snt's Addreu 311Skypoft Road. ~e~urq I PA 17055
,
ITeM DATn . NAMB Of PAVBB RBMARKS AMOUNT
NO,
Riohard we.i.bley Family Exemptions 2/000.00
Westminister Cumeterv Grave Openinq 180,00
.
SeidelMemorial Hospital Balance I;lue 1/991,00
'1vI . Funeral Bill 2/794.70
M et's"Hall Funeral Home
,
.. Ctu"lisle Memorial .
-
Servioes, Ino, HeadStone Insoription 40.00
. , MoNees , Wallaoe & Nuriok Legal Servioe 3,000,00
MoNees, Wallaoe & Nuriok Expenses Advanoed 206,22
, nElservedfor filing fees, hotooopy anc;l postage , 84,00
Riohard'Weibley Exeoutor's Commi~sion 9/250,00
I --
, .
-
,
,
,
-
.
,
, . ,
-
, TDTAL THIS PAGB I J.9,545.~
I hereby certify lhat to the besl of my knowlodgo and bollof Ih9 forogolng Is a lUSl, und truo statoment of debts, funeral
8xpenses and Ixponses of admlnlstrallon submitted to tho osta1e)is d9dl/,~I9Jiltf.or,l/1horllanco Tax purposos.
~ ....-(;",.1,,:,.( 71 Y/o.ti't<>1 f '
_io_~r~u~l; ol~~A~~~ rlPlJCIMV f'"lp~.' ).,
'OFFICIAL USE 0 Y
DEBTS AND DEDUCTIONS ARE Al.LOWED IN THE SUM OF $
AT
PERCENT.
ru.:QIBT(!I, (1ft Wll..L&
PATt
QENERAL INI-jEFjITANCIi TAX I~~Q~MAT~
Unsatl,fled Iiabllltlo, Incurred by tho docadont prior to his/her dopth aro daductlble ogolnst his/her taxeble estate,
In addlllon to dobls Incurroq by tho dacedent or astuto, olhor Items are clulrnoblo Inoludlng tha oost of administration,
attorney feus,flduQlary faas, funaral and burlul exponsqs Includln,Q tho oost of a burial lot, tombstone or grave merkar.
. All debts being olalmed against en astate ure sUbJeot to the approval of the Register of Wills With whom the
Inherllanoo Tax RelUtnls filed, Evldenoe to support the docedent's Or the estoto's liabilitY for the debts being olalmed
,should be attached to this sohedlJ.I,p,
A family exemption of $2,000 may,Poclalmed by a spouseofa decodant who diad domlolled In Pennevlvanle. .
If thera Is no .pouse, or If the,epouso hae forfeltod his/her rights, then eny child of tho deoodent who Is a membqr pf
. the same,houeehold can claim the oxempllon, In the event therllls nO,suoh spouse or oh,\Id, the exemption oan be
claimed by a parent or parente who are me.mbers of the same household ae tha deoedent.
i ~ ~ 8 g ~ :z: :z: ~
~ ,~ m p p
Z Z ..:;1
P P
~ Sil Sil I
,
I ~ 2:
~
,
'0. ~
El' t ~
\0 v;, ~
r:l, N i,iij i
I., '
w-.H' ,-t!'O I.'; ~_;
J::::,I ~ i.:JI;:i
!?;:l" i~; ~; ~\ ,I-' g
~~ I~ ~ ~
~ LiF-?
_JL.
u
I'"' ~
\,0
co co
I-' I-'
, ,
l~aJ'6UCTIONS FOR COMPLETINO SCHEPULE "F"
" If the family exemptlon'le being olalmod" Indloate tho olalmant's nS'T'a, addross and hls/herrelatlonshlp.to,the
deoedent, Enter "femlly exemption" In the remarks column alld the amount claimed In the amount column.
2; A$Slgn coneecutlve numbers to eaohltemllsted.
t$. Enter the date on which each debt was Incurre,d and/or Pllld.
4, Enter the namos of eaoh payee,
5, Provide a brlof axplanatlon In the remarks oolumn for aaohdebl claimed,
6. Entar the amount of each debt belng,clolmed.
7. Tho form must ba signed by the perlon who has u&sumed tho responsibility .for paylngthe debU,
~Y.ANlAltltlMMCE TAX GENERAL INFORMATION
1. PE~SOtiW~PONS'BLE FOR RETURN
Section 701 of tho InherltanGo and Estate Tax Act of 1961 provides that the following persons shall prepare and file
o return; .
a, Tho porsonal representative of theestoto of the doco~ent a~ to prollerty of the decodent administered by him
and such additional property which Is or may be sublocttQ Inhorltanco Tax of which ho/she shall have or
acqul re knowledge:
b, The lransferee of property upon the transfer of which Inheritance Taxis or may be Imposed by the 1961 Statute,
Incl4d!ng a trustee of property trahsferred In trust, provided that no sepmato return need be made by the transferee
of property Included In the return of a personal representative.
2, FLACE FOR F..ILING
Tho returnls to be filed In duplicate with the Register of Wills of the cOlmty wherein the decedent resided,
3. TIME FOR FILING
. The return Is due nine monUls after the decedent's death 1 unless an extension for filing has been applied for and
granted by the Secretary ,of Revenue within the nlne.month period,' ..
4. [AlLURE TO FILERE'TURN
Section 791 of the 1961 Statute provides that II .. ,any person who WillfUlly falls to file a return or other report
requlrod of him. . .shall be personallY liable, , ,to a penally of 26% of the tax ultimately found to be due or $1,000
whichever Is the lessor to be recovered by the Department of Revenue as debts ofllke amount are recoverable by
laW,1l
. 6. I.8!.B8ill.
Inhorltance T, ax Is payable at the .rllte of 6%on transfers to 1,I,neal descondants, SU,ch as father, mother, husband, wlfo,'
son, daughter, grandChildren" grandparent, son.ln.law and daugf1ter.ln,law and at the rate of 15% as to all others.
6, pAYMj:NT OF TA~
Tho tax assossed on, the transfer ot.pro,porty reported In the roturn Is duo 9 monthS, after the decedohl'5 death. ,'n,terest
al the rate of 6% per annum accrues thereafter until paymont Is modo, All paym, ents ,recelv,ed art) fl r5t applied to an,'y
Inturest which nlay be due Wll,h, any remalndetapplled lathe tax. IF TAX IS PAID WITHIN 3 MONTHSAFT~RTHE, '
DECEDENT'S DEATH, A DISCOUNT Of 5%OF THE TAX PAYMENT IS ALLOWED, ..
All checks should be made'r'.,ayab,le 10, the Register ~f Wllls.of lhe'county wherein the dece~ent teslded and are
rocelved subleot 10 the fina delermlnatlon onhe Deportment of Rovenue,
7. fAILU~.EJO PAY
The taxes Imposed, together with any Interest lheroon, are alien uPOh real properly, which lien remains In elleot until
the taxes and Inlerest have been paid In full, .The taxosmay be sued for against any real property In the deoadent's
ostale or agaln~t.any property belonging to a Irahsferee liable for the tax. ' '
8. FILING OF FALSE RETURN
Any person who willfUllY makos a false return or reporLrequlred of him shall, In acoordanoe with Section 793 of the
1961 Statule, be guilty of a misdemeanor and, o,n convlotlon thereof, shall be sentenced to pay a tine not exceeding
$1,000 or undergo Imprisonment not exoeedlng one year Or both, .
M: Compensallon paid to an estate iepresentallve; namely, an executor or admlnlsttator, for services performed
, In administering an estale Is reportable for Pennsylvania InCome Tax purposes, This laxable IhOol11e Item shOUld be
reported on form P A.40.lndlvldlia,llncome Tax Relurn.
~
"
, ,
("
',IT~M V. With ~QSpoot to tho leo~cleB bequoathad in
Xtems :1" II, III, and IV t1bove, if any of said louatoQB p~otleceMe
me, her legacy shall not abllto, but shall bo distributed to her
issUEl, por stirpes. If lIny said logatee prectooeasas 11\0 Idthout
issue, hor legaoy Ilhalt lll.lnte / and shall be dia tdbutad w.i.th my
residUary estate.
ITUM VI. I tlirect that all the rest/ resiQue and
~emdnder'of my ostato/ of W!latsCovar nature ana' ~lheresoovQr sitUAte/
shall be divided into two equal parts, and one such equal part, or
one"half / of , illY rosit.luary os tate Shall be ctistributed to the said
Barbara ~le1bley I\lexand'ar and Patrioia I~GiblQY llains / !lllare e.nd
share alike, or their issue, per stirpes. The other equal part/
,
or one"half, of my residuary estate shall be paid and distr!buteQ
to ,my l;Ion/ Riohard \~eibley, if he survivos ma, and if he predlloeasea
mer shall instead be paiel and distributQd to hh wife / l,atharine S.
Weibley, if she survives mc;l/ and furthar providing that sho has not
remarried prior to the time of my ueath . If the said l,atl,arine S.
Weibley aoes not qualify by reason,of prior death or remarriage,
said one"half of my, residuary os tate shall be paict and distributed
to my granddaughters / the said Susan ~Ieibley 1\dey and Sondra \~e1bley
Morton, share ana share nlike, ot their issue; per stirpes. If
ai ther the saic.l lJarbara \'Ieibley 1\le>tanClor Or l'atrioia \'Ie1bley llains
predeoeaoes me wibhout issue, the distributive sharo of such
deceased 10\1otee shall instead be pdQ and distributec.l t.o her
surviving siste~, or her issue, per stirpes. If both tho said
l.Iarbura HoibJ.ey 1\lexander and l'atrioia \'Ieibley uains prodeoease me
without iSBue/ their share of my e~tate shall instead be paid and
distributed with the lJt\lanoe of my rosiCluary estate, If Susan
. ''fo"
~ ',f~~. \/
,
-i
., /'
y.
.
I I,' -1'"
,', ,~/,...., 7"
t,..'l. .-t ,\" 'J'" L '_H._ _
,
, (Sl;l\L)
.J
-2-
,
'.
"
('
"
(
\'Io1bley Mew and Sont1!:a I/oiblo.y I'lorton clUlllU.y as roa;l.duar.y
legat~el1l, but either, of them has Pl:'uc.loooased me without ilBUe,
t.he Bhare of euch uocenseu lagatee Bhall instoad be paid l\l,d
I1hilr1buteQ to her. llu!:viv1ng dster, ot' hor issue, pet' IiItirpes,
and in thQ further"evant that both tho sail! Susan \'1e;l.blay 1\dey
, .
and Sonclra l'Ieibley "IOl."ton havo pradaconsoc1m,e wi thout il!sus, thon
thQ:l.r shares sliall instead I,HI liAiQ a,na dht:ributou with the blllllnce
of my reBidueu:'y estate.
:t'l',l!lM VI:t. Should :t lC!l~ve with my personal' offeots a
lett!)r, or other wr:l. ting, SElttin'i1 fot.th bequeBtlil to ',named personB
of spet;lifio items of my PerBoMl prol'arty h the inBtruotions set
forth in saic1 letht' llhall be fol1QWeQ by my mxeoutot'i and suoh
lett.er, or wri tten ins truotion,s, shall be tre,ated as toes ttlmen tary
in oharactQr, and I hereby inoorporat.o Barrie in thiB \'/ill by
roferenoa ,theret.o. su~h items of perBonalty so bequeat.hed Ilha,11
not. be part of my residuat'y 'os ta t.e.
:t'l'EH VIII. 'l'ha i,nterestof any hair of my ,estate shllll
not' be aubj eat. to an1::I.o:l.patiol\" OJ;, to volunt.ary or irIVoluntary
alhnat;!.on.
t~mM IX. Allest.ate ~ndinhoritanaa,ta~es payab~e by
rElllsQtlQf my tle,ath ahall be paid from my residuary estat.a, and
shal:\; not be apport;l.6nacl among t.he, heirs taking heri)under,.,
I'l'IllM K. Xn add:l.tion to the author! ty ,conferred upon.
fitlu.o1tlrhs lJy law, my J;Jxedut.Qr shal,l havo ,~ho fOlloWing poWers
in the adlnin.!.strnt.ion of my estate, anu Buoh powers Shall oontillue
, I,lntil filial tliS.ttibution is aotuallymaue I
,
\..?I 1/ . i
" J _,~I
."l.~"'(.C.(-l I I
/
j
! I ' /' ,1
, ".{"h,
i,' '-..-t..:- "'t;'"~",,"
,. c/O
(SI;;1\L)
..,3-
In v..\tiJ I x-t (in.tlo)
COMMONWeAL TH OF l'eNN8VLVANIA
Il~PARTM8NT OF ReV8NU8
TRAN8FRR INH8RITANC8 TAl<
R88I118NT 08C8D8NT
SCHEDULE "0"
. BENeFIcIARIES
(/n.truotlon. on ROV8r18 SIr/D)
Estate of Luoy G .Weibley
BllNEPICIARIES AND ADDRllSSES RELATIONSHIP B D~:ra.DP INTEHBBTOF BENeFlclARV
DBCBDeNT ' BIRTH
Susan WI Aaev GranadaUcthter Yes of Acte Cash $2,000
310 CareyStr~at ,
.
Williamsburg, V~ 23l~5 .
, .
, ,
Sondra W, Morton Granddaughter Yes of Age cash $ 2,000
Road .' -
120 Jerdon
Williamsburg, VA 23lB5
, . ", .
.
Katharine S ,. Weible~ DaughtEl.!" in- Yes of Age Cash $ 2, ood
3l:t Skvport Roaa . Law .
Meohaniosburq,"PA 17055
, ,.
.....--.-.-.--.--.- . ", .-. - -. -~- -
Barbara W. Alexanaer Granddaughter Yes . of AgEl Cash $27,000 less
Peru, VT 05152 ,$lO ,000 abatement -
Net oash bequest
. $17,000, and one"
. -----"- , four tQJ::e sJ.d uf\!:Y.u_
-.--........... ---++----
.
.. - . ___n._....__.. ._.__,. ''''-,._~~_T.__.__~.T_~_~_''____'_ _.__...___.
Patl:'ioiaW. lIains GranadaucthtE\r Yes of Aqe Cash $27,000 less
~t'u, VT 0515:l . , $10,000 abatement "
. I" ,
Net oash bequest
. ", . .117,000 , anCl one-
._-
, . fourthresiduarv
,
.. ,
,
-
Riohard w. Weiblev . ,Son . Yes .of Age One-half resiauarv
.3ll Skvport Road . .
, .
Meohaniosbut'Cl, PA 17055 . ,
. , ,
- .
, ,
'... . . ., .. .
- , u
The ebove baneflclarl8s Wllre ,living et the tim, of tho dlicadant'. ,death eXollpt for thfl followlngl
NAME
DATI! OF DeATH
No Exoeptions
If addition_I Iplce II necellery"Ule aWl K 1'" Iheell,
111
t-l t-l 111
CIQ (XI C
~ '" !::;
't-l
~ ."~ ~ ~
~
j
I
Ul
~ tl'.,
~
i ~ .
~ 0
Vl 0 z d
~ ~ ~ ~, d
z z
i 0 ~ .~ '~
z ~ p.
~ 8
~
'l89J9lU\ 8,lU9p009p, 84l!O on10lll8>\J9W 94l9lOOIPU\ ',v
'l89JOlU\8,lUOP008P 041 !O 96BlU90Jod o4l ofaolPul 'I:
'AJ,HldoJd POUMO .^Ilulol oin !O onlulI 19>\JUw IB10194f 81aolPUI '~
.. ' 'POllGllqolSO 80M d\4SJOUMb lUlolo4l OlOP 04l pUU [8I,IOUMO.oo oqllo lUOp80iilp
04101 dl48UOIlBIOJ pUB 8S0Jppll'ewUU Qql9pnlOU\ 1,'S"olnp040S JOj SUOI10I\J1SU\ oln U\ POlBO\Pu\S9
A1JOdOJd \BUOBJed ,\lB 'oqIJ080Q "'V,, OlnpoqoS JO! sUOllOnJlBUI,041 UI POlBO\PU\19 AlJepoJd IB&J 118 oqHoSOQ '~ '
, ,,'lSJ\! 01~l8019SJ lI\' 'p'opnIOUI
oq ()1 OJd AlJOdoJd 0IQ\6UBlU\ pUB 0IQIBUOl'4l0S . 'dI4BJOIIIIIJns !O 1461J 4HM B1U~u011Ulql BO BOI1JBd~O^IJBd
Joq10UB 4HM,AI1UI011UOPOOSP 041 AQ POUMO 'IBUOSJod pUBIBOJ 'AlJodoJd 110 opnloullBnW "!I,, olnpo409
,,,!I,, a1noaHOS DNI.La'dWOO \:lOd SNOI.LOntiISNl