HomeMy WebLinkAbout09-20-07
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15056041125
REV-1500 EX (06-05)
PA Department of Revenue '*
Bureau of Individual Taxes.. . INHERITANCE TAX RETURN
PO BOX 280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
2 1 0 7
071
9
Date of Birth
19507 512 7
o 7 182 007
11021914
Decedent's Last Name
Suffix
Decedent's First Name
MI
WEIKERT
NELLIE
c
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[ZJ 1. Original Return
o 4. Limited Estate
[ZJ
o
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
o
[ZJ
o
8. Total Number of Safe Deposit Boxes
2. Supplemental Return
o
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
J 0 S E P H
M.
FAR R ELL
71783 8 1 3 8 5
Firm Name (If Applicable)
REGISTER OF WILLS USE ONLY
FAR R ELL
AND
SMA L L
First line of address
201/203
S
RAILROAD
ST.
Second line of address
P 0
BOX
1 1 3
City or Post Office
State
ZIP Code
DATE FILE[) '.)
t .'"
PAL M Y R A
P A
170780113
c..J
c..;-:
Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
; ~IGNA UR~ OF ~ON RESPONS . LE F~R FILI^N<:'~ETURN D.A~?/ fic'?'
RESS
['205 ROYAL RD., PALMYRA, PA 17078 36 GOLFVIEW RO, CAMP HILL PA 17011
SIGNATURE OF PREPARER OTHNAfN REPRESENTATIVE 7,l7;./(J 1
A~W-~ ~~-
201/203 S. RAILROAD ST. PALMYRA PA 17078
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056041125
15056041125
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--.J 15056042126
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: NELLIE C. WEIKERT 1 9 5 0 7 5 1 2 7
RECAPITULATION
1. Real estate (Schedule A) 1. 1 3 5 0 4 9. 2 0
......... . ............. .
2. Stocks and Bonds (Schedule B) 2. 9 5 7 8 . 0 0
......... . ....... . ............. .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3.
.. .
4. Mortgages & Notes Receivable (Schedule D) 4. 2 2 8 3 8 . 8 1
. . . . . . . . . ........ . .. .
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 5. 7 3 0 3 9 . 8 2
6. Jointly Owned Property (Schedule F) o Separate Billing Requested . . . . . . . 6. 4 4 6 2 4 . 4 4
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested. . . . . . . 7. 7 5 3 0 2 8 . 9 2
8. Total Gross Assets (total Lines 1-7) 8. 1 0 3 8 1 5 9. 1 9
................... .
9. Funeral Expenses & Administrative Costs (Schedule H) 9. 3 9 7 8 7 . 0 1
....... .
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . 10. 5 0 0 o . 0 0
11. Total Deductions (total Lines 9 & 10) . . . . . . . . ........ . . . 11. 4 4 7 8 7 . 0 1
....... .
12. Net Value of Estate (Line 8 minus Line 11) ........................ . 12. 9 9 3 3 7 2 . 1 8
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) 13. 1 0 0 0 o . 0 0
................. .
14. Net Value Subject to Tax (Line 12 minus Line 13) ......14. 9 8 3 3 7 2 . 1 8
........... .
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X.O _ o . 0 0 15. o . 0 0
16. Amount of Line 14 taxable
at lineal rate X .O~ 9 5 5 9 4 5 . 7 8 16. 4 3 0 1 7 . 5 6
17. Amount of Line 14 taxable
at s:bling rate X .12 o . 0 0 17. o . 0 0
18. Amount of Line 14 taxable 2 7 4 2 6 .
at collateral rate X .15 4 0 18. 4 1 1 3 . 9 6
19. Tax Due . . . . . . . . . . . . . . . 19. 4 7 1 3 1 . 5 2
....... . ............ .
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
[ZJ
Side 2
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15056042126
15056042126
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REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
NELLIE C. WEIKERT
STREET ADDRESS
5225 WILSON LANE
File Number
21 07 0719
CITY
MECHANICSBURG
STATE
PA
ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
47,131.52
2,356.58
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C) (2)
2,356.58
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
0.00
0.00
44,774.94
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
44,774.94
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ......................................................................!Xl 0
b. retain the right to designate who shall use the property transferred or its income; ...............................!Xl 0
c. retain a reversionary interest; or ................................................................................................ 0 !Xl
d. receive the promise for life of either payments, benefits or care? ....................................................... !Xl 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ... ...................... ................................. ..................... ........ !Xl 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... 0 !Xl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ..................... ................ ................ ..................... ........ ................ 0 !Xl
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. 99116 (a) (1.1) (ii)l. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
I, NELLIE C. WEIKERT, of the Township of Upper Allen, Cumberland
County, Pennsylvania, being of sound mind, memory and understanding,
do make, publish and declare this as and for my Last Will and
Testament, hereby revoking any and all Wills made by me at any time
heretofore.
ITEM I.
I direct that my just debts and funeral expenses,
including my gravemarker, shall be paid from the assets of my estate
as soon as practicable after my decease.
ITEM II.
I give, devise and bequeath all of my estate as
follows:
A. I bequeath to ZION LUTHERAN CHURCH, 15 South
Fourth Street, Harrisburg, Pennsylvania, an amount in cash
as determined by my Executors, in their sole and absolute
discretion, to be an appropriate contribution.
B. I give, devise and bequeath all of the rest,
residue and remainder of my estate, of whatever nature and
wherever situate, to my two children, JAMES L. WEIKERT, of
Mechanicsburg, Pennsylvania, and WANDA E. HAAS, of Camp
Hill, Pennsylvania, or their then-living issue, in equal
shares, per stirpes, but subject to the following
conditions and in the following manner:
~
1. My daughter, WANDA E. HAAS, shall have the
right to have the mortgage which I hold on her home at 36
Golfview Road, East Pennsboro Township, Cumberland County,
Pennsylvania, paid off and satisfied of record, as a part
of her share of my estate, and if she so elects, my son,
JAMES L. WEIKERT, shall be paid an equal amount in cash.
If my daughter, WANDA E. HAAS, so elects and my estate is
not sufficient to pay my son, JAMES L. WEIKERT, an equal
amount in cash, my daughter, WANDA E. HAAS, shall pay my
son, JAMES L. WEIKERT, such amount as may be necessary to
make the shares of equal value.
~
~
^
2. Any outstanding debts owed to me by my son or
daughter shall be paid off as a part of his or her share
of my estate, provided that the other child is paid an
equivalent amount in cash, so as to make the shares of
equal value.
3. I give and devise the approximately six (6)
acre tract of land on Locke Valley Road, Cromwell
Township, Huntington County, Pennsylvania, together with
all improvements thereon and all personal property and
contents thereof, to my son, JAMES L. WEIKERT, for life,
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and my daughter, WANDA E. HAAS, in fee simple, jointly.
Should my daughter, WANDA E. HAAS, predecease me, I give
and devise said tract of land as aforesaid to her issue,
subject to the'life estate of my son, JAMES L. WEIKERT.
ITEM III. Should any person entitled to a share of my estate be a
minor, at the time for distribution to him or her or should the value
of any such share be more than the amount which may be paid or
delivered to him or her or in his or her behalf without the
appointment of a guardian or other fiduciary or the delivery of
security, I devise and bequeath the share of each such minor to
DAUPHIN DEPOSIT BANK AND TRUST COMPANY, of Harrisburg, PennsYlvania,
IN SEPARATE TRUST, to hold, manage, invest and reinvest the shares so
received, and the accumulation of income thereon, and to use and apply
the income or principal, or so much thereof as, in Trustee's
discretion, may be necessary or appropriate for the minor's support
and education (including college education, both graduate and
undergraduate) without regard to his or her parent's ability to
provide for such support or education, or to make payment for these
purposes, without further responsibility, to such minor or to such
minor's parents or to any person taking care of' such minor. Any
principal or income not so applied shall be distributed to such minor
absolutely when he or she attains the age of eighteen. If the minor
dies before attaining age eighteen, the trust shall terminate and such
share shall be distributed to my surviving issue.
ITEM IV. All federal, state and other death taxes payable
because of my death, with respect to the property forming my gross
estate for tax purposes, whether or not passing under this Will,
including any interest or penalty imposed in connection with such tax,
shall be considered a part of the expense of the administration of my
estate and shall be paid from my residuary estate under ITEM II
....
()
0-
"_<1..
without apportionment or right of reimbursement. All such taxes on
present or future interests shall be paid at such time or times as my
executor or my trustee may think proper, regardless of whether such
taxes are then due.
ITEM V.
I nominate, constitute and appoint my son, JAMES L.
WEIKERT, and my daughter, WANDA E. HAAS, or the survivor of them, and
DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Executors of this my Last Will
and Testament.
ITEM VI. I direct that my Executors or their successors shall
not be require~ to give bond for the faithfull performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this (~fH day
of November, 1995.
7J~a.u)~
Nellie C. Weikert
The preceding instrument consisting of this and two other
typewritten pages, identified by the signature of the testatrix,
NELLIE C. WEIKERT, was on the day and date thereof signed, published
and declared by NELLIE C. WEIKERT, the testatrix therein named, as and
for her Last Will, in the presence of us, who, at her request, in her
presence, and in the presence of each other have subscribed our names
as witnesses hereto.
&ww~ 411 Ap})le Tree Rd.,Cam}) Hill~ PA
Name Address
~sL{lj~ 103 Rid&ewood Dr. ,Camp Hill, PA
Name Address
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COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF CUMBERLAND )
We, Thomas W. Watson , Adele S. Watson and Nellie C.
Weikert, the testatrix and the witnesses, respectively, whose names
are signed to the attached or foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as her Last Will and that
she signed willingly ( or willingly directed another to sign for her),
and that she executed it as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in the
presence and hearing of the testatrix, signed the will as witness and
that to the best of his knowledge the testatrix was at that time
eighteen years of age or older, of sound mind and under no constraint
or undue influence.
/7~~ ~ w..~
Testatrix
&- WWch--
Witness
tZt~Le/.dw~~
Witness
Subscribed, sworn to and acknowledged before me by Nellie C.
Weikert, the testatrix, and subscribed and sworn to before me by
Tho mas W. Wa t son ,a n d Ad e 1 e S. Wa t son" wit n e sse s , t his (/J 7#
day of November, 1995.
~~~
Notarial Seal
William G. Walson. to/OC'....ry Pubic
Camp Hill Boro, Cumber'.and Coun:y
My Commission S:j.'h ,"5 Apc1l3. 1997
Member, Penrosylvailla~n (,If No::J!i.l;j$
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REV-1502 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
NELLIE C. WEIKERT
FILE NUMBER
21 07 0719
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real DrODertv which is jointly-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Lot 30, Locke Valley Road,
Shade Gap (Cromwell Township), PA
$17,160.00 assessed value X 7.87 common level ratio factor
(see attachments)
VALUE AT DATE
OF DEATH
135,049.20
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
135,049.20
REV-183 EX 111-04)
'*
REAL TV TRANSFER TAX
STATEMENT OF VALUE
RECORDER'SLJSEONLY
Slale Tax Paid
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280603
HARRISBURG. PA 17128-0603
Complete each section and file in duplicate with Recorder of Deeds when (1) the full value/consideration is not set forth in the deed, (2) when the
deed is without consideration, or by gift, or (3) a tax exemption is claimed. A Statement of Value is not required if the transfer is wholly exempt from
tax based on: (1) family relationship or (2) public utility easement. If more space is needed, attach additional sheet(s).
A. CORRESPONDENT - All inquiries may be directed to the following person:
Name Telephone Number:
Book Number
Page Number
See Reverse for Instructions
Dale Recorded
Jose h M. Farrell
Street Address
201/203 South Railroad Street
B. TRANSFER DATA
Grantor(s)/Lessor(s) Estate of Nellie C. Weikert
James L. Weikert and Wanda E. Haas Co-Executors
Street Address
C/O Farrell & Small
City
Palm ra
C. PROPERTY LOCATION
Zip Code
17078
17078
tance of Document
Grantee( s )/Lessee( s)
Wanda E. Haas
Street Address
36 Golfview Road
City
Cam Hill
Zip Code
17011
Zip Code
Street Address
Lot 30 Locke Valle Road
County
Huntin don
D. VALUATION DATA
11-23A-30
1. Actual Cash Consideration
2. Other Consideration
1.00 +
5. Common Level Ratio Factor
3. Total Consideration
17160.00 x
0.00 =
6. Fair Market Value
7.87 =
1.00
4. County Assessed Value
E. EXEMPTION DATA
1 a. Amount of Exemption Claimed 1 b. Percentage of Interest Conveyed
135 049.20 100%
135049.20
2. Check Appropriate Box Below for Exemption Claimed
00 Will or intestate succession Nellie C. Weikert
O (Name of Decedent)
Transfer to Industrial Development Agency.
o Transfer to a trust. (Attach complete copy of trust agreement identifying all beneficiaries.)
o Transfer between principal and agent. (Attach complete copy of agency/straw party agreement.)
o
Cumberland County 21-07-0719
(Estate File Number)
Transfers to the Commonwealth, the United States and Instrumentalities by gift, dedication, condemnation or in lieu
of condemnation. (If condemnation or in lieu of condemnation, attach copy of resolution.)
o Transfer from mortgagor to a holder of a mortgage in default. Mortgage Book Number , Page Number
o Corrective or confirmatory deed. (Attach complete copy of the prior deed being corrected or confirmed.)
o
o
Statutory corporate consolidation, merger or division. (Attach copy of articles.)
Other (Please explain exemption claimed, if other than listed above.)
Under penalties of law, I declare that I have examined this Statement, including accompanying information, and to the best
of my knowledge and belief, it is true, correct and complete.
Signature of Correspondent or Responsible Party
,..... .. . --...! --E:'_
)
Date
?I/O 7
FAILURE TO COMPLE E THIS FORM PROPERLY OR ATTACH APPLICABLE DOCUMENTATI N MAY RESULT IN
THE RECORDER'S REFUSAL TO RECORD THE DEED.
2007 REAL ESTATE TAX STATEMENT
HUNTINGDON COUNTY TAX NOTICE
Make Check Payable To:
CROMWELL TWP TIC
18435 HILL VALLEY ROAD
SHIRLEYSBURG, PA 17260
Hours:
THURSDAYS 3 TO 8PM
LAST SAT. OF MONTH 10 AM TO NOON
Phone: 814-447-0166
Mail To:
WEIKERT NELLIE C
CIO WANDA HAAS
36 GOLFVIEW ROAD
CAMP HILL, PA 17011
SALLY BOOK, TIC
For:CROMWELL TWP
Total Assessment: $17,160.00
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1- Date: 03/01/2007
Desc - Mills 2% Less Disc Face 5% Incl
COUNTY-24 $403.60 $4 11 .84 $432.43
TWP/BORO-1 $16.82 $17.16 $18.02
UTILITY ~O.OO_ $0.00 $0.00
PAY THIS AMT c;~~:g2~~~ $429.00 $450.45
During: On or After:
MAR-APR MAY-JUN JUL 1
PARCEL:
11-23A-30
LAST DAY TO PAY C.OLLECTOR 12/31/2007
TAXES BECOME DELINQUENT 01/01/2008
DELINQUENT TAXE', MUST BE PAID TO
COUNTY TAX CLA'''" BUREAU AFTER 01/15/2008
ADDRESSCORRECnONREQUESTED
C LY
.1 ., I.
Q ;- .
..I(-,.~- //"'
'~
TAXES ARE DUE AND 'AYABLE -- PROMPT PAYMENT IS REQUESTED.
THIS TAX NOTICE MUn BE RETURNED WITH PAYMENT. IF YOU
DESIRE A RECEIPT, ENCLOSE A STAMPED ADDRESSED ENVELOPE
WITH YOUR PAYMENT.
REV-1503 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
NELLIE C. WEIKERT
FILE NUMBER
21 07 0719
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
9,578.00
Prudential Financial Inc.
100 shares (non-certificated) at $95.78 each
(see attachment)
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
9,578.00
____ Scottrade
Page 1 of2
Prudential Financial Inc PRU:NYSE
Sector: Financial Industry: Insurance (Life)
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/JILl A. u4c 6~2~'1cT
96.71
Day High
96.25 0.97 103.27/S/22/07
Beta 52wk High/Date
44.7 BilMon 463.0 Million
96.00 Market Capitalization Shares Outstanding
'2pm '4pm 1.9 Million 13.6x
Avg Vol (10 day) PIE Ratio
2001< 0.95 (12/21/06) 0.98%
lOOK Declared ANNL Div Yield
96.57
Last
.0.79 0.82%
Change I % Change
***** (St"onQ Buy)
S&P Ranking
2,282,500
Volume
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7/19/2007
REV-1507 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
NELLIE C. WEIKERT
FILE NUMBER
21 07 0719
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Mortgage from Robert M. Haas and Wanda E. Haas:
property at 36 Golfview Road
Camp Hill, Pennsylvania
(see attached July 1987 amortization schedule
--25 years @ 8%)
VALUE AT DATE
OF DEATH
22,838.81
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
22,838.81
..! ;
It; ;)/
..b'
t Due
Date
1 Aug
2 Sep
3 Oct
4 Nav
5 Dee
6 Jan
7 Feb
B Har
9 Aar
o Hay
1 Jun
2 Jul
3 Aug
4 Sep
5 Oct
6 Nov
7 Dee
B Jan
9 Feb
o Mar
1 Apr
2 May
3 Jun
4 Jul
5 Aug
6 Sep
7 Oct
B Nav
9 Dee
o Jan
1 Feb
2 Mar
3 Apr
4 May
5 Jun
6 Jul
7 Aue
B Sep
9 Oet
o Nay
1 Dee
2 Jar.
3 Feb
4 Mar
S Aor
6 May
7 Jun
8 Jul
9 Aug
OSee
1 Dc..
2 Nay
3 Dee
4 Jan
5 Feb
6 Mar
7 Apr
8 May
9 Jun
(l Jul
1 Aue
2 Sep
3 Oct
4 Nav
..
.
<'
Name
Amount of Mortgage
Interest Rate
Term in Months
First Payment Date (MMYY)
Payment Amount
1987/JJ:
1987 j/
1987 V
1987j/
1987 {
198B l
19BB-.'
19BB \1
19B8 v'
19881/
1988/
1988 ,I
1988//
1988 v
1988.'
1988 .;
1988/
1989 j
1989 ~.
1989/
1989.....
19B9;/
1989./
1989,/
1989\/
1989 t-'
1989",
19B9,1
19B9/
1990,1
1990./
1990...
1 99 0 ~/
1990"
1990v'
1990 v
1990 "
1990 IF'
1990..'
1990v
1990.'
1991 "
1991 ~
1 99 1 \/
1991.
1991./
1991 /
1991,'
1991.-
1991-
1991;1
1991.'
1991 v
1992,/
1992, .
1 992 v'
1992 \..
1992 v
1992,.'
1992,
1992
1992 -
1992
1992,'
Payment
Amount
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.-09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
(7Ltt.c: L (l.l1Vi.L-
WEIKERT '
$60,000.00 .
8.0001.
300
B87
$463.09
Total
Payments
To Date
Interest Principal
400.00.
399.58..
399.16~
39 B. 7 3f
398.30-
397.87.
397.43.
397.00,
396.56.
396.1i~
395.67,
395.22,
394.76.
394.31.
393.85.
393.39.
392.92~
392.46.
391. 98.
391. 51-
391.03..
390.55.
390.07.
389.58..
3B9.09.
388.60.
388.10.
387.60.
387.101
386.59-
386.08.
3B5.57.
385.05.
384.53.
3B4.0l.
383.48.
382.95
382.42
3B 1. 88 .
381.34,
380.79
380.24.
379.69.
379. 14
378.58'
378.01:
377.44.
376.87.
376.30'
375.72.
375.14-
374.55"
373.96\>,,,
373.37./
372.77~
372.17/
371.56/
370.95,
370.34./
369.72
369.10.
368.47
367.84-
367.20.
63.09
63.51
63.93
64.36
64.79
65.22
65.66
66.09
66.53
66.98
67.42
67.87
6B.33
68.78
69.24
69.70
70.17
70.63
71.11
71. 58
72.06
72.54
73.02
73.51
74.00
74.49
74.99
75.49
75.99
76.50
77.01
77.52
78.04
78.56
79.08
79.61
80.14
80.67
81.21
81.75
82.30
82.85.
83.40.
83.95.
84.5L
85.08.
85.65.
86.22.
86.79.
87.37
87.95
88.54
89.13 :'
89.72/
90. 32,.
90.92-
91.53-
92.14-,
92.75;
93.37
93.99
94.62
95.25
95.89
463.09
926.1B
1 ,389.27
1,B52.36
2,315.45
2,77B.54
3,241.63
3,704.72
4,167.B1
4,630.90
5,093.99
5,557.08
6,020. 17
6,4B3.26
6,946.35
7,409.44
7,B72.53
8,335.62
8,798.71
9,261.80
9,724.89
10,1B7.98
10,651.07
11,114.16
11,577.25
12,040.34
12,503.43
12,966.52
13,429.61
13,892.70
14,355.79
14,818.88
15,281.97
15,745.06
16,208.15
16,671.24
17,134.33
17,597.42
18,060.51
18,523.60
18,986.69
19,449.78
19,912.87
20,375.96
20.839.05
21;302.14
21,765.23
22,228.32
22,691.41
23,154.50
23,617.59
24,080.68
24.543.77
25:006.86
25;469.95
25,933.04
26,396.13
26,859.22
27,322.31
27,785.40
28,248.49
28,711.58
29,174.67
29,637.76
~
,
Total
Interest
To Date
400.00
799.58
1, 198. 74
1,597.47
1,995. 77
2,393.64
2,791.07
3,lB8.07
3,584.63
3,980.74
4,376.41
4,771.63
5,166.39
5,560.70
5.954.55
6;347.94
6,740.86
7,133.32
7,525.30
7,916.81
8,307.84
8,698.39
9,088.46
9,478.04
9, B6 7. 13
10,255.73
10,643.83
11,031.43
11,416.53
11,805.12
12,191.20
12,576.77
12,961.82
13,346.35
13,730.36
14,113.84
14,496.79
14,B79.21
15,261.09
15,642.43
16,023.22
16,403.46
16,783.15
17,162.29
17,540.87
17,918.88
18,296.32
18,673.19
19.049.49
19;425.21
19,800.35
20,174.90
20,548.86
20,922.23
21.295.00
21;667.17
22,038.-73
22,409.68
22,760.02
23,149.74
23,518.84
23,887.31
24,255.15
24,622.35
, r
, I
/ ,j
V / /
"
Total
Principal
To Date
63.09
126.60
190.53
254.89
319.68
384.90
450.56
516.65
SB3. 18
650.16
717.58
7B5.45
B53.78
922.56
991. 80
1,061.50
1,131.67
1,202.30
1,273.41
1,344.99
1,417. 05
1,489.59
1,562.61
1,636.12
1,710.12
1,784.61
1,859.60
1,935.09
2,011.0B
2,OB7.58
2,164.59
2,242.11
2,320.15
2.398.71
2;477.79
2,557.40
2.637.54
2;718.21
2,799.42
2,BB1.17
2,963.47
3,046.32
3,129.72
3,213.67
3,298.18
3,383.26
3,46B.91
3,555.13
3,641.92
3,729.29
3,817.24
3,905.78
3,994.91
4,084.63
4,174.95
4,265.87
4.357.40
4:449.54
4;542.29
4,635.66
4.729.65
4;824.27
4,919.52
5,015.41
.L
Tota
Prineipa
Remainin
59,936.9
59,873.4
59,809.4
59,745.1
59.680.:
59,615.1
59,549.4
59,483.~
59.416.E
59;349.::
59,282.4
59,214.~
59,146.~
59,077.4
59,008.~
58,938.~
5B,86B.~
58,797.1
58,726.~
5B,655.(
5B,582.G
58;510.4
58,437.:
58,363.E
58,289.E
58,215.:
58,140.4
58,064.G
57,988.G
57,912.4
57,835.4
57,757.E
57,679.E
57,601.~
57,522.:
57,442.t
57,362.4
57,281.]
57,200.~
57,118.E
57,036.~
56,953.t
56,870.:
56,786.:
56.701.E
56:616.i
56: 531. (
56;444.E
56,358.(
56,270.i
56,182.1
56.094.:
56;005.(
55,915.:
55.82~t.(
55;734.1
55,642.t
55.550.1
55~457.,
55,364.:
55,270.:
55,175./
55.080.4
54,984.:
~
Due
Date
Oc t 2004t-
Nav 2004"--
Dee 2004
Jan 20(15.........
Feb 2005.
Mar 2005,
Apr 2005'
May 2005
Jun .2005
Jul 2005-'
Aug 2005 l.
Sep 2005---'~
Oct 2005 v
Nav 2005 v.
]-.itL 2..(LQ5.. ............-
Jan 2006.............-
Feb 2006"--
Mar 2006--
Apr 2006 ~.,
May 2006~
Jun 2006-
Jul 2006
Aug 2006
Sep 2006
Oct 2006
Nav 2006
pee 2006
Jan 2007
Feb 2007
Mar 2007
Apr 2007
Hay 2007
Jun 2007
J.u.l ' 20,0..7
Aug 2007
Sep 2007
Oct 2007
Nav 2007
Dee 2007
Jan 2008
Feb 2008
Mar 2008
Apr 2008
May 2008
Jun 2008
Jul 2008
Aug 2008
Sep 2008
Oet 2008
Nov 2008
Dl!c 2008
Jan 2009
Feb 2009
Mar 2009
Apr 2009
May 2009
Jun 2009
Jul 2009
Aug 2009
Sep 2009
Oet 2009
Nov 2009
.Dee 2009
Jan 2010
Feb 2010
Mar 2010
Aor 2010
.0'/ 2010
un 2010
Gl 2010
IJg 2010
Payment
Amount
Interest Principal
Total
Payments
To Date
463.09L
463.09
A6.::i.09
463.09 .....-
463.09
463.09.
463.09
463.09
463.09
463.09'-
463.09 L.-.
463.09'~
463.09~
463.09"
463.09 (.....---
'463-:0"1] C'
463.09 t---
463.09 ...-
463.09~
463.09L-
463.09/
463.09.
463.09
463.09
463.09
463.09
463.0.9
4b 3 . 1)~-
463.09
463.09
46'3.09
463.09
463.09
463.09..
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
463.09
215.11'-
213.46 ..
211.80"
210. 1 2 :,
208.43 .
206.74
205.03
203.31
201.57
199.83--
198.08 ...../
196.31L~/
194.53k
192.74""
190.94 --
rs 9 ~ T2....-
187.30~
185.46.",......-
1 8 3 . 6 1 c....---
181.74.:.-'
179.87 -'
177.98 .
.176.08 ....
1 7 4 . 1 7 .'
172.24"'"
170.30
168.35
..."Tbb....3B
164.41
162.42
160.41
158.39
156.36
154.32
152.26
150. 19
148.10
146.00
143.89
141.76
139.62
137.46
135.29
133.10
130.90
128.69
126.46
124.22
121. 96
119.68
117.39
115.09
112.77
110.43
108.08
105. 72
103.33
100.93
98.52
96.09
93.64
91.18
88.70
86.20
83.69
81. 16
78.62
76.05
73.47
70.88
68.26
247.98 95,859.63
249.63 ~ 96,322.72
251~2ic 96,785.81
"~'252.97 - 97,248.90
254.66 97,711.99
256.35', 98,175.08
258.06 98,638.17
259.78 99,101.26
261.52L-" 99,564.35
263.26t_/l00,027.44
2 b 5 . 0 1 t_.. 1 00 , 4 9 0 . 53
266. 78 t,,,- 1 0 (1,953. 62
268.56" 101,416.71
270.35'-"'~101,879.80
272.15d~'102,342.89
273.97~L--102,805.98
275.79 L--'"' 103,269.07
277.63~ 103,732.16
279.48 l---104,195.25
281.35 ~04,658.34
283.22 i' 105,121.43
285.11 105,584.52
287.01 106,047.61
288.92 106,510.70
290.85 106,973.79
292.79 107,436.88
294.74 107,899.91
---"29b.71 "108:363:06
298.68 108;826.15
300.67 109,289.24
302.68 109,752.33
304.70 110,215.42
306.73 110,678.51
308. 77. 111,141. Q-O
310.83 111,604.69
312.90 112,067.78
314.99 112,530.87
317.09 112,993.96
319.20 113,457.05
321.33 113,920.14
323.47 114.383.23
325.63 114,846.32
327.80 115,309.41
329.99 115,772.50
332.19 116,235.59
334.40 116,698.68
336.63 117,161.77
338.87 117,624.86
341.13 118,087.95
343.41 118,551.04
345.70 119,014.13
348.00 119,477.22
350.32 119,940.31
352.66 120,403.40
355.01 120,866.49
357.37 121,329.58
359.76 121,792.67
362.16 122,255.76
364.57 122,718.85
367.00 123,181.94
369.45 123,645.03
371.91 124,108.12
374.39 124,571.21
376.89 125,034.30
379.40 125,497.39
381.93 125,960.48
384.47 126,423.57
387.04 126,886.66
389.62 127,349.75
392.21 127.812.84
394.83 128;275.93
Total
Interest
To Date
67,878.61
68,092.07
68,303.87
68,513.99
68,722.42
68,929.16
69,134.19
69,337.50
69,539.07
69,738.90
69,936.98
70,133.29
70,327.82
70,520.56
70,711.50
70,900.62
71,087.92
71,273.38
71',456.99
71,638.73
71,818.60
71,996.58
72, 172.66
72,346.83
72,519.07
72,689.37
72,857.72
73,024.10
73,188.51
73,350.93
73,511.34
73,669.73
73,826.09
73,980.41
74,132.6'1
74,282.86
74,430.96
74,576.96
74,720.85
74,862.61
75,002.23
75,139.69
75.274.98
75;408.08
75,538.98
75,667.67
75,794.13
75,9113.35
76,040.31
70,159.99
76 , 271 . 38
76,392.47
76.505.24
76;615.67
76,723.75
76,829.47
76,932.80
77 .033. 73
77;132.25
77 ,228. 34
77,321.98
77,413.16
77.501. 86
77 ; 588.06
77,671.75
77,752.91
77,831.53
77,907.58
77 , 981. 05
78,051.93
78,120. 19
Total
Pri nci pal
To Date
27,981.02
28,230.65
28,481.94
28,734.91
28,989.57
29,245.92
29,503.98
29,763.76
30,025.28
30,288.54
30,553.55
30,820.33
31,088.89
31,359.24
31.631.39
31;905.36
32,181.15
32,458.78
32,738.26
33,019.61
33,302.83
33,587.94
33,874.95
34,163.87
34,454.72
34,747.51
35.042.25
35,338.96
35,637.64
35,938.31
36,240.99
36,545.69
36,852.42
37,161.19
37,472.02
37,784.92
38,099.91
38,417.00
38,736.20
39,057.53
39,381.00
39,706.63
40,034.43
40,364.42
40,696.61
41,031.01
41,367.64
41,706.51
42,047.64
42.391.05
42;736.75
43.084.75
43;435.07
43.787.73
44;142.74
44,500.11
44.859.87
45:222.03
45;586.60
45,953.60
46,323.05
46.694.96
47.069.35
47,446.24
47.825.64
48;207.57
48.592.04
48,979.08
49,368.70
49,760.91
50,155.74
Total
Principal
Remaining
32,018.98
31,769.35
31,518.06
31,265.09
31,010.43
30.754.08
30;496.02
30,236.24
29,974.72
29,711.46
29,446.45
29,179.67
28,911.11
28,640.76
28,368.61
28,094.64
27,818.85
27,541.22
27;261.74
26,980.39
26,697. 17
26,412.06
26,125,1)5
25,836.13
25,545.28
25,252.49
24,957.75
24.b61.04
24~362.36
24,061.69
23,759.01
23,454.31
~~iji~
L2,527.98
22,215.08
21,900.09
21,583.00
21,263.80
20,942.47
20,619.00
20,293.37
19,965.57
19,035.58
19,303.39
18,968.99
18,632.36
18,293.49
17,952.36
17,608.95
17,263.25
16,915.25
16,564.93
16,212.27
15,857.26
15,499.89
15,140.13
14.777.97
14;413.40
14,046.40
13,676.95
13,305.04
12.930.65
.12;553.76
12,174.36
11,792.43
11,407.96
11,020.92
10,631.30
10.239.09
9;844.26
REV-1508 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
NELLIE C. WEIKERT
FILE NUMBER
21 07 0719
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Jonestown Bank 7,722.74
Checking Account # 564179
(see attached)
2. Community State Bank of Orbisonia 1,959.02
Checking Account # 1302454
(see attached)
3. Community State Bank of Orbisonia 38,631.05
Certificate of Deposit # 1122834
(see attached)
4. Community State Bank of Orbisonia 16,025.51
Certificate of Deposit # 1120424
(see attached)
5. Bethany Village - Skilled Nursing refund 2,701.50
6. Furnishings at Locke Valley Road, Shade Gap, PA 5,500.00
7. Furnishings at Bethany Village apartment 500.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
73,039.82
Jonestown Bank and Trust Co.
Bookkeeping Dept.
421 E. Penn Ave.
Cleona, PA 17042
~ ~~~~~~~a~~
Allgltst 14,2007
This is tI~ information that yolt w[uested for Account Verification:
For:
Date of Death:
Nellie C. Weikert
July 18,2007
195-07-5127
SSN:
Account Number: 564179 Account Number:
Type of Account: Checking Type of Account:
Date Account Date Account
Established: Janwlry 31,2006 Established:
D. a.D. Balance: $7, 722. 74 D.a.D. Balance:
Acc.Int. at D.a.D: $0.12 Ace. Int at D.a.D:
Joint Name: Joint Name:
(If Applicable) N/A (If Applicable)
Date Joint Name Date Joint Name
Established: N/A Established:
Name:
Andrea Y. George
Position:
Bookkeeper
Date:
August 14,2007
,
;:.-)
g/l to /0-7
COMMUNITY STATE BANK
OF ORBISQ~~3, 2007
.\lelllher Federal f)eposit Insurance Corporation
Joseph M Farrell, Esquire
201/203 South Railroad Street
Palmyra, P A 17078
Re: Nellie C Weikert, Dec'd
Dear Joseph:
Please find enclosed all account information for Nellie C Weikert's accounts held
at Community State Bank at the time of her death. The date of inception for Pennsylvania
Inheritance Tax reporting purposes was July] 8, 2007. \Ve did not report to the
Pennsylvania Inheritance Tax office, all accounts were individually held at the time of
death.
Checking Account # 1302454
Opened February] 8, ] 993
Account Title: Nellie C Weikert Individual Account
Date of death balance $1,959.02
Certificate of Deposit # 1 ] 22834
Opened January 20,2007
Account Title: Nellie C Weikert Individual Account
Date of death balance $38,631.05
Certificate of Deposit #1120424
Opened August 2], 2004
Account Title: Nellie C Weikert Individual Account
Date of death balance $16,025.51
If you have any questions, please contact me at (814) 447-5552.
Sincerely,
~dR~~rd
Glenda K. Port
Customer Service Rep.
Orbisonia Office
761 Elliott Strec! PO Box H Orbisonia. PA 1 7243-000H ;1 t'J r ! (~ s;.. /1 S- ,J,\ 7
Phone 814-447-5552 Fax 814-447-3160 \vww.csborbisonia.com l'\ c \... '-" \J '-'
REV-1509 EX + (6-98)
'*
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NELLIE C. WEIKERT
FILE NUMBER
21 07 0719
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A James L. Weikert
205 Royal Road
Palmyra, PA 17078
Son
B Wanda E. Haas
36 Golfview Road
Camp Hill, PA 17011
Daughter
c
JOINTL Y.OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. and B. 03/2004 ScotTrade Account # 84299715 133,873.33 33.33 44,624.44
500 N. 3rd Street, Suite 100
Harrisburg, PA 17101 (see attachment)
TOTAL (Also enter on line 6, Recapitulation) $ 44,624.44
(If more space is needed, insert additional sheets of the same size)
Scottrade - Balances
~OUII""t login was: 7/18/2007 11:19:21 P~l ET
84299715
Hello, NELLIE C
WEIKERT
Balances
Positions
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DJIA
13,918.22 -53.33
NASDAQ
2,699.49 ..12.80
S&P 500
1,546.17 -3.20
--
Market has closed.
7/18/200711:21 PM ET
My Account
Quotes 8< Research
Detailed Quote:
Balances
Positions
Stocks, Mutual Funds, CDs & Bonds
(Compare to yesterday)
$119,373.48
Market Value
$0.00
t.............. ......u.muuuu'UUU.umm<
I Trades Waiting for Settlement
;...................---..........................................................
! Sale of Stocks
Sale of Options
Sale of Other Securities
Total Sales Waiting for Settlement
j
m... ... .....1
$0.00;
$0.001
$0.001
,
$0.00 I
I
I
j
Total Purchases Waiting for Settlement $-0.00 I
j
Total Trades Waitin.gfo'-Settlem..~~.....,_,_...._._ $.OOJ
Money Balances
m'N'N".._'__m~~~m..m'..m__'m_..___._____~~~_m..~m__~m.____~
Settled Funds (not including trades $14,499.85
waiting for settlement)
Total Trades Waiting for Settlement
Total Money Balance(Compare to
yesterday)
$.00
$14,499.85
+
Funds Avail. for Trading:
"""'....".._.....___..~...wu _u...u."."....."..."""......,...". "._,,_"u.. _.._ -WW".-"
Total Money Balance
Funds Applied to Open Buy Orders
Funds Avail. for Trading:
Funds Available for CDs, Bonds, &
Mutual Funds Purchases
j
......$1;;,499851
$-0.00 I
I
$14,499.851
$14,499.851
Page 1 of 1
Help Center I I~:l
Account Balance Summary
Total Account Value: $133,873.33
Total Funds Avail. for Trading: $14,499.85
Settled Funds Avail. for Trading: $14,499.85
Advanced Help: Balances
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Hsserved
https://trading.scottrade.com/myaccount/Balances.aspx
d,Print !2>Help
7/18/2007
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SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 07 0719
ESTATE OF
NELLIE C. WEIKERT
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER, ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE
(IF APPLICABLE)
1. Trust of Nellie C. Weikert, dated June 23, 1993* 698,176.12 100. 698,176.12
(amended December 23, 2005)*
Jonestown Bank & Trust Company - Corporate Trustee
421 East Penn Avenue
Cleona, PA 17042-2433
2. 4/4/07 280 Shares Penn National Gaming (Common Stock) 16,713.20 100. 3,000.00 13,713.20
to James L. Weikert (son) @ $59.69/share*
3. 4/4/07 280 Shares Penn National Gaming (Common Stock) 16,713.20 100. 3,000.00 13,713.20
to Patricia G. Weikert (daughter-in-law) @ $59.69/share*
4. 4/4/07 280 Shares Penn National Gaming (Common Stock) 16,713.20 100. 3,000.00 13,713.20
to Wanda E. Haas (daughter) @ $59.69/share*
5. 4/4/07 280 Shares Penn National Gaming (Common Stock) 16,713.20 100. 3,000.00 13,713.20
to Robert M. Haas (son-in-law) @ $59.69/share*
*(see attached)
TOTAL (Also enter on line 7 Recapitulation) $ 753,028.92
(If more space is needed, insert additional sheets of the same size)
I~
TRUST of NELLIE C. WEIKERT, SETTLOR
I, NELLIE C. WEIKERT, SETTLOR, of Upper Allen Township, Cumberland County,
Pennsylvania, hereby transfer to DAUPHIN DEPOSIT BANK AND TRUST COMPANY
(hereinafter called the TRUSTEE), a Pennsylvania Bank and Trust Company, the
property described in the attached Schedule "A", to be held in trust as
follows:
ARTICLE I: DISPOSITIVE PROVISIONS FOR MY BENEFIT---During my lifetime:
A. All of the net income shall be paid to me, at least monthly o~
shall be paid or accumulated and added to principal, as I may direct ill
writing;
B. As much of the principal as I may from time to time request ill
writing shall be paid to me, or as I may otherwise direct;
c. If, in the TRUSTEE'S opinion, I am at any time unable to act (Ir to
apply the payments to my own best interest and advantage, the TRUSTEE nlay
apply directly for my benefit as much of the income or principal as thf
TRUSTEE may, from time to time, deem appropriate for my welfare, comfort,
support or emergency needs and may add to principal as much of the income as
the TRUSTEE deems advisable.
D. TRUSTEE shall keep true and correct books of account, which books
of account shall at all reasonable times be open to the inspection of
SETTLOR or his duly appointed representative. TRUSTEE shall also quarterly
render SETTLOR a detailed statement showing all receipts and disbursments on
account of the trust estate and the manner and form in which the trust
estate is invested at the time of the rendition of such statement.
ARTICLE II: DISPOSITIVE PROVISIONS AFTER MY DEATH---Upon my death, if ny
husband, J. EDWARD WEIKERT, survives me, this Trust shall become irrevo~able
and continue for his benefit, with the same terms and conditions, until his
death. Should my husband, J. EDWARD WEIKERT, predecease me, or, upon his
de at h, if he sur v i v e s me, all p r in c i pal and i n come rem a in in g s hall be h fd d
as a separate trust for the benefit of my two children, JAMES L. WEIKER'~ and
WANDA E. HAAS, as follows:
A. One-half of the net income shall be paid to my son, JAMES L.
WEIKERT, until he reaches the age of 65 years, when one half of the
principal and income may be distributed to him, if he so elects, by written
notice to the TRUSTEE. Otherwise, he shall continue to receive one-half of
the net income and as much of one-half of the principal as he may from time
to time request in writing, until his death, when one-half of the principal
and income, less any lifetime draws, shall be distributed as set forth in
paragraph C hereof.
B. The remaining one-half of the net income shall be paid to my
daughter, WANDA E. HAAS, until she reaches the age of 65 years, when the
remaining one-half of the principal and income may be distributed to her, if
she so elects, by written notice to the TRUSTEE. Otherwise, she shall
continue to receive the remaining one-half of the net income and as much of
the remaining one-half of the principal as she may from time to time request
in writing, until her death, when the remaining one-half of the principal
and income, less any lifetime draws, shall be distributed as set forth i1
paragraph C hereof.
-1-
~ '
C. Upon the death of my son or my daughter at any time, their ore-~alf
share of principal and income, less any lifetime draws, shall be distributed
to their then-living children in equal shares per stirpes, when said
then-living children reach the age of 35 years. Upo~ the death of any child
prior to attaining the age of 35 years, their share of principal and income
shall be distributed to their then-living issue per stirpes, but if any
child should die without liVing issue, then to the surviving children or
their then-living issue per stirpes.
D. Despite the foregoing provisions, the TRUSTEE shall have the power
to use and apply the income or principal, or so much thereof as, in the
TRUSTEE'S sole discretion, may be necessary or appropriate, for the benefit
of my son, daughter or grandsons, for their welfare, comfort, support or
emergency needs, prior to their attaining the age when full benefits under
this Trust vest.
ARTICLE III: RIGHT TO REVOKE OR AMEND---I reserve the right to revoke or
amend this trust, in whole or in part, or to change trustees, at any time
and from time to time by an instrument in writing, delivered to the TR:JSTEE
and intended to take effect during my lifetime, except that the duties,
powers and liabilities of the TRUSTEE shall not be changed without its
written consent. The TRUSTEE reserves the right, at any time upon thij-ty
(30) days advance written notice to me, to resign the trust and delivel' the
trust estate to me, after deducting therefrom its fees and any expense:; then
due and payable. U~on my death this trust shall b~come irrevoc~ble.
ARTICLE IV: ADDITIONS TO TRUST---Subject to the approval of the TRUSn:E, I
ora n y 0 the r en tit y may add pro per t y, rea I and per son a I, tot h e p r in c i ~I a 1 0 f
this trust.
ARTICLE V: TRUSTEE'S POWERS---In addition to the powers granted by la~, my
TRUSTEE shall have the fOllowing discretionary powers, applicable to
principal and income, which shall be exercisable without leave of court and
shall continue until distribution is actually made:
A. To accept and retain any or all property, including stock or other
securities of the TRUSTEE or of a holding company controlling the TRUSTEE.
B. To invest in all forms of property (including, but not by way of
limitation, real estate, all types of stocks, bonds, and participations in
common trust funds and money market funds), without being confined to
investments prescribed by statute and without being required to diversify.
C. To buy investments at a premium or discount.
D. To hold property unregistered or in the name of a nominee.
E. To give proxies, both ministorial and discretionary.
F. To compromise claims.
G. To join in any merger, consolidation, reorganization, voting 1;.J'ust
plan, or other concerted action of security holders, and to delegate
di~cretionary duties with respect thereto.
H. To borrow from Dauphin Deposit Bank and Trust Company or from
ot~ers, and to pledge real or personal property as securi ty t!1erefor, to
-2-
~
loan cash or securities upon such terms and conditions as TRUSTEE deem.3
appropriate.
I. To sell at public or private sale for cash or credit or partl)' for
each, to exchange, to improve, or to lease for ~ny period of time, any real
or personal property, and to give options for sales, exchanges or leases.
J. To allocate any property received Or charge incurred to principal
or income or partly to each, without being obliged to apply the usual rules
of trust accounting.
K. To Distribute in cash or in kind or partly in each.
L. To retain any part or all of my business interests held in thi.3
Trust as long as the TRUSTEE considers it advisable to do so, and to
conduct, alone or with others, any such business in which we are engaged,
with all the powers of an owner or with respect thereto, including the power
to delegate discretionary duties to others and to pay adequate compensat.ion
to any such person, to invest other property in such business, and to
incorporate it or change its form.
ARTICLE VI: COMPENSATION---The TRUSTEE shall be compensated in accordance
with its standard schedule of charges in effect from time to time during the
periOd of its services, and this compensation shall be paid from principal
or income or partly from each in the sole discretion of the TRUSTEE.
ARTICLE VII: NON-ASSIGNMENT-__No part of the income or principal of the
property held under this Trust shall be Subject to attachment, levy or
seizure by any creditor, spouse, assignee or trustee or receiver in
bankruptcy prior to actual receipt thereof. The TRUSTEE shall pay over ;he
net income and the principal to the persons herein designated, as their
interests may appear, without regard to any attempted anticipation (except
as specifically provided in ttis agreement), pledging or assignment under'
the Trust, and without regard to any claim thereto or attempted levy,
attachment, seizure or other process against us.
ARTICLE VIII: NON-LIABILITY FOR COMPLIANCE WITH ENVIRONMENTAL LAWS---My
TRUSTEE shall not be personally liable to any beneficiary under my Trust, or
to any other party interested in my Trust, for any claim against my Trust
for the diminution in value of Trust property rising from the compliance by
my TRUSTEE with any federal, state, Or local law, rule Or regulation
including (1) the reporting of or other response to the contamination of
Trust property by substances or materials prohibited Or regulated by
federal, state, or local law or that are known to pose a hazard to the
environment or to human health, (2) the reporting of or other response to
violations of any other federal, state Or local law, rule or regulation
involving materials or substances regulated by federal, state or local lal'
or that are known to pose a hazard to the environment or human health, or
(3) other matters relating to environmental laws.
ARTICLE IX: MONITORING OF PROPERTY---My TRUSTEE may, in its discretion,
periodically inspect, review and monitor, or require the inspection, reviE'w
and monitoring of any and all property held in my Trust for the purpose of
determining compliance with any law, rule or regulation affecting such
property, with all expenses of such inspection, review and monitoring to te
paid from the income or principal of the Trust.
~
-3-
ARTICLE X: POWER TO UNDERTAKE CLEANUP OF TRUST PROPERTY--_My TRUSTEE shall
have the power, 1n order to protect the assets held in my Trust, to take an,
and all action it shall reasonably deem necessary, in its sole discretion,
to prevent, abate, .clean-up., or otherwise respond to any violation of any
federal, state or local law, rule or ordinance affecting any property 1eld .
in my Trust related to the generation, use, treatment, storage, dispoS.)l,
release, discharge, or contamination by any materials or substances th.it are
prohibited or regulated by federal, state or local law or that are knolTn to
pose a hazard to the environment or human health. Such actions may be taken
prior to the initiation of enforcement action by a federal, state or lccal
agency. My TRUSTEE shall obtain an estimate of the cost of such respor.se to
such violation or contamination and shall notify the beneficiaries of rr,y
Trust of the estimated cost of such response. Such beneficiaries shall have
the right to pay for such response costs. If the beneficiaries of my Trust
for any reason fail to pay for or authorize payment of suc~ costs from Trust
assets, my TRUSTEE shall be entitled to use Trust assets to pay such costs.
ARTICLE XII: LAW GOVERNING TRUST---This Trust is created and accepted in
the Commonwealth of PennSYlvania and shall in all respects be governed by
its laws and shall have its situs at Cumberland County, PennSYlvania.
Executed on June;?3, 1993.
WITNESS:
I~-rn!~~
/)n/C(~ (2" (~~.4fA7(SEAL)
Nellie C. Weikert-Settlor
The foregoing Trust is hereby accepted.
Dauphin
Bank and Trust Company
//~
By
Vice President
COMMONWEALTH OF PENNSYLVANIA(
)
COUNTY OF CUMBERLAND (
On t his, the ~ 3,c~) day 0 f J u n e, 1 9 9 3, b e for e me, a Not a r y Pub lie i n
and for the said Commonwealth and County, personally appeared Nellie C.
Weikert, known to me (or sat.isfactorily proven) to be the person whose name
Is subscribed to t.he foregOing Trust Agreement and acknowledged that she
executed the same for the purposes therein contained.
WIT~ESS my hand and notarial seal.
Notarial SA..aJ Not a r Y
\~'tlli~ G. Watson, ~ l::.!<ty Public
<?ar-y ~il!l Be.ro. ClJ:T;;;;:"".'::i Cr')""1
~';ir(~n\r;;~~I::'~'~i1 r"'~i~"':... ._::::_: .';;. "'.:: ...:/
M<)lnbel-:P"€'::;';~;,:~~;~ ,'/:'; .:;.~: ._~..
..........!V" VI , \IV;.(d ;t:;~
II
((
(
Trust Agreement of Nellie C. Weikert, dated June 23, 1993
Schedule "A"
$80,000.00 cash
~
AMENDMENT
TO THE
TRUST OF NELLIE C. WEIKERT, SETTLOR
(DATED JUNE 23,1993)
fS1.
AND NOW, this;{3 day of December, 2005, come NELLIE C. WEIKERT, of 5225
Wilson Lane, Apartment 47-B, Bethany Village, Mechanicsburg, Pennsylvania 17050, (hereafter
referred to as "SETTLOR"), individually and by her Attorneys-In-Fact WANDA E. HAAS, 36
Golfview Road, Camp Hill, Pennsylvania 17011-2037 and JAMES L. WEIKERT, 205 Royal
Road, Palmyra, Pennsylvania 17078 (hereafter referred to as "AGENTS");
WITNESSETH:
WHEREAS, NELLIE C. WEIKERT on February 24, 1987 executed a General Power of
Attorney, copy attached as Exhibit "A" (hereafter referred to as "Power of Attorney") naming as
her true and lawful AGENTS, her daughter Wanda E. Haas (formerly of 807 Erford Road, Camp
Hill, Cumberland County, Pennsylvania) "or" her son James L. Weikert, (formerly of 410 Pawnes
Drive, Mechanicsburg, Pennsylvania), "...my true and lawful attorneys to act either jointly or
severally for me and in my name, place and stead..."; and
WHEREAS, said Power of Attorney more specifically states as follows:
"1) To buy, lease, accept, sell at public or private sale, convey, mortgage, transfer or
otherwise receive, encumber or dispose of any property whatsoever and
wheresoever situated, be it real, personal or mixed, or any interest or right therein,
upon such terms as my said attorney shall think proper;
2) To take, hold, possess, invest, reinvest, lease or otherwise manage any or all of my
^
.'
real, personal or mixed property, or any interest therein, to eject, remove or release
tenants or other persons from and recover possession of such property and to
maintain, protect, insure, remove, repair or improve the same or any part thereat;
3) To make, do and transact all and every kind of business of whatever kind anq
nature, including the receipt, payment, settlement, release and satisfaction of all
accounts, insurance policies, investments, annuities, debts, taxes, evidences of
indebtedness and all other demands whatsoever which may now or hereafter be
due, owing or payable to me or by me;...
9) To create a trust for my benefit, make additions to an existing trust for my benetit
and to withdraw and receive the income or corpus of a trust;...
GIVING AND GRANTING unto my said attorney full power and authority to do
and perform all and every act, deed, matter, and thing whatsoever in and about my property
and affairs as fully and effectively to all intents and purposes as I might or could do if
personally present the above-specified powers being in aide and exemplification of the full,
complete and general powers herein granted and not in limitation or definition thereof, and
hereby ratifying all that my said attorney shall lawfully do or cause to be done by virtue of
these presents. ..." (Underlining added for reference/emphasis); and
WHEREAS, NELLIE C. WEIKERT, on June 23, 1993 executed a certain instrument
titled the "TRUST OF NELLIE C. WEIKERT, SETTLOR" (hereafter referred to as "TRUST
AGREEMENT"); and
WHEREAS, the introductory paragraph of the TRUST AGREEMENT names as
2
!
Trustee, DAUPHIN DEPOSIT BANK AND TRUST COMPANY, which is now known (by
process of acquisition and/or merger) as MANUFACTURERS & TRADERS TRUST
COMP ANY (hereafter referred to as "TRUSTEE"); and
WHEREAS, SETTLOR entrusted unto TRUSTEE, certain property described In
Schedule "A" of the TRUST AGREEMENT; and
WHEREAS, Article III of the TRUST AGREEMENT titled "RIGHT TO REVOKE OR
AMEND", states as follows:
"I reserve the right to revoke or amend this trust, in whole or in part, or to change
trustees, at any time, and from time to time by an instrument in writing, delivered to the
TRUSTEE and intended to take effect during my lifetime ..."; and
WHEREAS, TRUSTEE agrees and consents to relinquish its fiduciary capacity of the
heretofore entrusted property of SETTLOR in favor of Jonestown Bank and Trust Company
(hereafter referred to as SUCCESSOR TRUSTEE); and
WHEREAS, SUCCESSOR TRUSTEE agrees and consents to accept the fiduciary'
capacity of the heretofore entrusted property of SETTLOR from TRUSTEE;
NOW THEREFORE, pursuant to the atoresaid Article 1II of the TRUST
AGREEMENT, I hereby remove as Trustee the MANUFACTURERS & TRADERS TRUST
COMPANY and (in substitution therefore) designate JONESTOWN BANK AND TRUST
COMPANY, as SUCCESSOR TRUSTEE.
IN WITNESS WHEREOF, and intending to be legally bound, the said Nellie C.
eikert, as SETTLOR (individually and by WANDA E. HAAS and JAMES L. WEIKERT, her
3
.'
AGENTS), in token of delivery; MANUFACTURERS & TRAD.ERS TRUST COMPANY, as
TRUSTEE, in token of resignation; and JONESTOWN BANK AND TRUST COMPANY, as
SUCCESSOR TRUSTEE, in token of acceptance; have set their hands and seals to this
Amendment to the previously created TRUST OF NELLIE C WEIKERT, SETTLOR, effective
December 31 , 2005
WITNESS:
f}
I
, /~~...
/~--(:. < ~~.. ~
~IQ
,
'--.;,
" / ..
/' ,of o/f..r.{
-c.; /'/';'/
~~ ~ ~MQ;<
(SEAL)
NELLIE C. WEIKERT, "Settlor"
&/:;;;~~~~({)
~A E. HA S, "Agent"
. ~-{{td
. '?R1-:z/ ~ ( :AL)
MES L. WEIKERT, "Agent"
ATTEST:
~~,k~
(SEAL)
MANUF ACTURERS & TRADERS TRUST
COMP USTEE
I
I
II
I
,-;?
ATT~/U~
JONESTOWN BANK AND TRUST
COMPANY, SUCCESSOR TRUSTEE
(SEAL)
4
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF LEBANON
On thisJ3rd day of December, 2005, before me, the undersigned authority, a Notary Public
: SS
In and for said County and Commonwealth, personally appeared the above named Nellie C.
Weikert and acknowledged the foregoing instrument to be her free act and deed.
WITNESS my hand and official seal the day and year aforesaid.
~ -Aflfl1 Ltnt.llOl ~rJ
NOTARY PUBLIC
NOTORJAL SEAL
KARl ANN UMHOLTZ
CIty of Lebanon, Lebanon County
Mv Commission Expires Nav 17, 2007
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF LEBANON
On this d3rdday of December, 2005, before me, the undersigned authority, a Notary Public
: SS
in and for said County and Commonwealth, personally appeared the above named Wanda E. Haas
and acknowledged the foregoing instrument to be her free act and deed.
WITNESS my hand and official seal the day and year aforesaid.
JACuk.- A Jnftl UJIJt~/J;}
NOT AR Y PUBLIC
NOTaRIAL SeAL
KARl ANN UMHOLTZ
City of Lebanon, Lebanon County
My Commission Expires Nov 17. 2007
5
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF LEBANON
: SS
On this ,:r~rdday of December, 2005, before me, the undersigned authority, a Notary Public
In and for said County and Commonwealth, personally appeared the above named James L.
Weikert and acknowledged the foregoing instrument to be his free act and deed.
WITNESS my hand and official seal the day and year aforesaid.
V)(V~ JJlJl ~
NOTARY PUBLIC .
NOTORIAL SEAL
KARl ANN UMHOLTZ
City of Lebanon, Lebanon County
My Commission Expires Nov 17, 2007
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
(Jp. --
On the I D day of --14'1\ lAGIt cJ
: SS
, 200G, before me, a Notary Public in and for said
ommonwcalth and County, personally appeared Thomas E. Morkin, Vice President,
anufacturers & Traders Trust Company, and that he, being authorized to do so, executed the
foregoing instrument fur the purposes therein contained by signing his name as Vice President.
WITNESS my hand and notarial seal the day and year aforesaid.
II
~~ (. bft~
NOTARY PUB IC
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Gwendolyn E. Killian, Notary Public
Carlisle BolO, Cumberland County
My Commission Expires Nov. 22, 2008
Member, PennsylvanIa Association Of Notaries
II
II
I
6
, ..
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF LEBANON
: SS
On the CZo day ofJ~t-JLV\e..y , 200(;" before me, a Notary Public in and for said
Commonwealth and County, personally appeared Thomas D. Pearsall, Vice President, Jonestown
Bank and Trust Company, and that he, being authorized to do so, executed the foregoing
instrument for the purposes therein contained by signing his name as Vice President.
WITNESS my hand and notarial seal the day and year aforesaid.
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Elizabeth A. Long, Notary Public
C1eona Bora, Lebanon County
My Commission Expires Jan. 13, 2009
Member, Pennsylvania A:;:.<lcialion of Notaries
~rLktL~
N'; A -- PUBLIC .. - ~
7
~
JonestlMl Bank
Investment & Trust Services
421 East Penn Avenue
Cleona, PA 17042-2433
(717) 279-8020
(717) 274-5423 (FAX)
and Trust Company
Joseph Farrell Esq.
Farrell & Small
201/203 South Railroad Street
P.O. Box 113
Palmyra, P A 17078-0113
August 24,2007
Re: Estate of Nellie Weikert
Dear Joe:
Per our conversation this morning the following is a value of the Nellie Weikert Trust as
of July 18,2007:
Federated GNMA Fund
8,285.742 units @$1O.58
9,633.911 units @$9.99
$87,663.15
$96,242.77
Federated US Govt. 1/3
Federated Money Market Fund 325,000 units @$1.00 $325,000.00
Vanguard Dev Markets Fund 4,701.110 units @$14.29 $67,178.86
Vanguard US Value Fund
3,713.343 units @$15.95 $59.227.82
Vanguard Mid Cap Index Fund 2,777.016 units @$22.57 $62,677.25
Cash $2.671.98
Total Portfolio Value as of 7/18/2007 $698,176.12
Accrued interest on the money market fund and GNMA fund for July was $1,082.13.
If! can answer any further questions about he trust please give me a call at 389-0255.
. Pearsall
Vice President and Senior Trust Officer
?-€.c.e\~J ~ 1~/)0 I
.'
jte Printed' 04-Sep-2007
t inancial Advisor: Eigil Frost
Phone: 711-838-8892
Page 1 of 1
Ed\\rardJones
f\IQ \ \ \ e. c.. w ~ dz ~ r i-
Historical Pricing
Symbol DescriptionlType Date Value A\J fr.
PENN PENN NATL GAMING INC COM
High (unadjusted) 18- Jul-200 7 fiO.OZOO USD '7 ~5cUoq
Low (unadjusted) , 8-Jul-2007 59.3100 USD
Thi~ I eport is provided by Edward )01'1&5. The report wes calculalsd using third party Information. This report 13 not intended to replace,officiilll
dO(:llme~ such ~s confirmations and/or account statements Ihat Should be retained for lax purposes. Past perfonnance is no glJiJrantee of future
re5ults. Edward Jones does nOt prOVide tax or legal aavice. You should consult your tax and/or legal advisor for your palticular situBtion. The histOlicaI
cost basis Information rurnished hefeitl ("fnlbr~tion") Is for use by customer ("you") o~ and is baSed on the purChase (ln~ :;ale information provided
Willie Edward Jones believes that the information wa5 oblained from reliable sources, Edward JonQS does not 91Iflril/1t~ the accuracy or completeness
of the Information and ;s furnishIng the InfOrmation to"\'l)U on an . as-is' basIs. EDWARD JONES MAKES NO WARRANTY OF ANY KIND, EXPRESS
OR IMPLIED. WITH RESPECT TO THE MERCHANTABILITY. FITNESS. CONDITION. USE OR APPROPRIATENESS OF THE INFORMATION. Edward
Jones is Supplying the Information on the basis that the Information will be used by Vou for Your own use and benr.ht and not for resale or olher transfer
to, or use by or- for the benefit of. any other person or entity.
SEP-04-2007 09:15
98%
P.02
REV-1511 EX + (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 07 0719
ESTATE OF
NELLIE C. WEIKERT
ITEM
NUMBER
A.
1.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Musselman Funeral Home (see attached)
725.38
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) James L. Weikert I Wanda E. Haas
0.00
Social Security Number(s)/EIN Number of Personal Representative(s)
NA
Street Address
NA
City
NA
Zip
State NA
Year(s) Commission Paid: NA
Attorney Fees Joseph M. Farrell, Esquire
31,672.00
0.00
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
NA
NA
NA
Zip
Street Address
State NA
City
Relationship of Claimant to Decedent NA
Probate Fees Cumberland County Register of Wills
435.00
Accountant's Fees Boyer & Ritter, CPA
1,750.00
Tax Return Preparer's Fees (see item 5 above)
0.00
CTI - Service to Shade Gap, PA property
Penelec - Service to Shade Gap, PA property
Penelec - Service to Shade Gap, PA property
James L. Weikert - Reimburse luncheon expenses - funeral planning wi co-executor
Bethany Village - Memorial Service
James L. Weikert - Reimburse funeral costs (organist, vocalist, minister, acolyte)
Codori Memorials - Replace concrete foundation
Millenium Pharmacy Systems, Inc, - Prescriptions
Shade Gap, PA (Cromwell TWP TIC) - Property tax
Suburban Propane - Service to Shade Gap, PA property
Codori Memomials - Final inscription
The Sentinel - Estate Notice
28.92
81.79
66.97
55.08
513.75
450.00
318.00
165.11
975.37
818.53
150.00
238.42
TOTAL (Also enter on line 9, Recapitulation) $
39,787.01
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
NELLIE C. WEIKERT
Decedent's Name
Page 1
21 07 0719
File Number
Schedule H - Funeral Expenses & Administrative Costs - 87.
ITEM
NUMBER
DESCRIPTION
AMOUNT
19.
20.
21.
22.
23.
24.
25.
26.
Cumberland Law Journal - Estate Notice
Huntingdon County Recorder of Deeds - Estate deed filing
Cll - Service to Shade Gap, PA property
James L. Weikert - Reimburse for meals & travel expenses to Huntingdon wI co-executor
James L. Weikert - Reimburse pre-funeral meal (family & officiating clergyman)
Wanda E. Haas - Reimburse for expenses re: funeral coordination
Wanda E. Haas - Reimburse for florist
Wanda E. Haas - Reimburse for funeral dinner
75.00
42.50
28.11
84.00
147.00
121.79
574.52
269.77
SUBTOTAL SCHEDULE H.B7
1,342.69
To Funeral Expenses of Nellie C. Weikert
7-27-07
Cash Advance Items not covered on original Contract.
Original Contract
Cash Advance Items;
Total $ 660.00
. At Need Contract
Cash Advance Items:
Total &1332.38
Bal ance. . . . . . . . . . . . . . . . . . . . . . . . . . . .
William G. Pegan, F.D.
PO. Box 137
324 Hummel Avenue
Lemoyne, PA 17043-0137
(717) 763-7440
Fax: 717-730-9798
www.musselmanfuneral.com
$ 672.38
, _" + 53,00
c /?;{~zt//{?'l ( . [1[ ~ L/ :-:. - ~ ./ t/J;"
~ . r 7 J.... !!J )3 Ow' '^~~,;{
I \h~1l Lk _.
v...^~ -k V-' ~~
o - --
FOR APPOINTMENT PHONE 717-763-7440
REV-1512 EX + (12-03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NELLIE C. WEIKERT
FILE NUMBER
21 07 0719
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
Jonestown Bank Checking Account # 564179
Outstanding check #171 to James L. Weikert
(reimbursement for fee to Weiss Research Investment Management)
VALUE AT DATE
OF DEATH
5,000.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5,000.00
"'.'''''''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NELLIE C. WEIKERT
SCHEDULE J
BENEFICIARIES
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OFESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. James L. Weikert (son) Lineal
205 Royal Road 50%
Palmyra, PA 17078
2. Wanda E. Haas (daughter) Lineal
36 Galfview Road 50%
Camp Hill, PA 17011
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. Zion Lutheran Church, c/o Rev. Michael L. Heckathorn-Pastor 10,000.00
15 South 4th Street
Harrisburg, PA 17101
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 10,000.00
FILE NUMBER
21 07 0719
(If more space IS needed, insert additional sheets of the same size)