HomeMy WebLinkAbout10-30-07
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15056041147
REV.1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
*'
County Code Yeer
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
File Number
00666
Date of Birth
279166251
03092007
Decedent's Last Name
Suffix
Decedent's First Name
WETMORE
STANLEY
MI
M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
WETMORE
VIRGINIA
W
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[!] 1. Original Return
4. Limited Estate
D
D
D
D
4a. Future Interest Compromise
(date of death aller 12-12-82)
2. Supplemental Return
D
D
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
D
[K]
D
6. Decedent Died Testate
(Attach Copy of Will)
7 Decedent Maintained a Living Trust
. (Attach Copy of Trust)
8. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received
10 Spousal Poverty Credit (date of death
. between 12-31-91 and 1-1-95)
D
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
EDMUND G. MYERS 7177614540
Firm Name (If Applicable)
JOHNSON DUFFIE
REGISTER OF ~}LS USE OHl:Y
,---
First line of address
301 MARKET STREET
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Second line of address
C"..;
/,.-."
'---"
City or Post Office
LEMOYNE
State
PA
ZIP Code
17043
DATEFJ~ D
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1'..)
Cd
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.
SIGNATURE OF PERSON P NS~E? FI RN DATE
~ r:"~ Fx~-ro e... EDWARD A. WETMORE 10 - 07
ADDRESS
3609 HORSHAM DRIVE, MECHANICSBURG, PA 17055
DATE
EDMUND G. MYERS
301 MARKET STREET, LEMOYNE, PA 17043
L
Side 1
15056041147
15056041147
~
--.J
15056042148
REV-1500 EX
Decedent'. Neme STAN LEY M. WETMORE
RECAPITULATION
1. Real Estate (Schedule A).......................................................................................... 1.
2. Stocks and Bonds (Schedule B)............................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D).......................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5.
6. Jointly Owned Property (Schedule F) D Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested............. 7.
8. Total Gross Assets (total Lines 1-7)....................................................................... 8.
9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10.
11. Total Deductions (total Lines 9 & 10)...................................................................... 11,
12. Net Value of Estate (Line 8 minus Line 11)............................................................. 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J)................................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X ,045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
495,960.35
15.
0.00
16.
0.00
17.
0.00
18.
19. Tax Due............."...................................................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
L
Side 2
15056042148
Decedent's Social Security Number
279166251
178,481.57
326,934.00
505,415.57
9,455.22
9,455.22
495,960.35
495,960.35
0.00
0.00
0.00
0.00
0.00
D
15056042148
-.J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-07-00666
DECEDENT'S NAME
STANLEY M. WETMORE
STREET ADDRESS
5225 WilSON lANE, APT. 2104
CITY I STATE IllP
MECHANICSBURG PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
0.00
0.00
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
0.00
TotallnteresUPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5) 0.00
(5A)
(58) 0.00
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
a. retain the use or income of the property transferred;.................................................................................. D
b. retain the right to designate who shall use the property transferred or its income;.................................... D
c. retain a reversionary interest; or.................................................................................................................. D
d. receive the promise for life of either payments, benefits or care?............................................................. D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?....................................... ............................................................................... D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................ .............................................................. [!] D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
No
[!]
[!]
~
[!]
[!]
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. ~9116 (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 .5. ~9116 (a) (1.1) (ii)]. The statute does not exemDt 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. ~9116 (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. ~9116 1.2) [72 P.S. ~9116 (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. ~9116 (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.
. '099999-00005/May 5, 1999/HAJ/PARl102867
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I, STANLEY M. WETMORE, of the Borough of Lemoyne, Cumberland County,
Pennsylvania, declare this to be my Last Win and revoke any Will previously made by me.
ITEM I:
DEBTS. I direct that all my debts and funeral expenses, including my
gravemarker, and all expenses of my last illness that my estate is obligated to pay, shall be
paid from my residuary estate as a part of the expense of the administration of my estate.
ITEM II:
I give my tangible personal property, including, but not limited to, any
and all automobiles, furniture, furnishings, china, silverware, jewelry, ornaments, works of
art, books, pictures and wearing apparel, together with all policies of insurance thereon to
my wife, VIRGINIA WILLIAMS WETMORE, if she survives me by thirty (30) days.
While this bequest is absolute, it is my wish that any memorandum I may leave
addressed to my personal representative indicating my desire with respect to the disposal of
these items, or any of them, shall be regarded.
ITEM ill: I devise and bequeath all the rest, residue and remainder of my estate
of every nature and wherever situate as follows:
, 099999-00005/May 5, 1999/HAJ/P AR/1 02867
, ,
A. If my wife, VIRGINIA Wll.,LIAMS WETMORE, survives me (and I
direct that for purposes of this Item of my Will she shall be deemed to have
survived me unless it appears unmistakably that she predeceased me), and if
the federal estate tax due because of my death will be reduced by making this
gift for her benefit, I give, devise and bequeath to my wife, VffiGINIA
Wll.,LIAMS WETMORE, absolutely, the least amount (based upon values
as [mally determined for federal estate tax purposes) as shall be needed for
the federal estate tax unlimited marital deduction to reduce the federal estate
tax to the lowest possible figure after full use of all other deductions and
credits allowable in calculating the federal estate tax. However, the state
death tax credit shall only be taken into account to the extent that it does not
increase the amount of tax payable to any state. Accordingly, I direct that:
1. If the marital deduction, or any other similar benefit, is allowable with
respect to any property, including property held by entireties, which
my wife, VIRGINIA Wfi.,LIAMS WETMORE, has received prior
to my death or at my death will receive otherwise than pursuant to this
Item III, the value of such property shall be taken into consideration in
calculating the size or the gift under this Item III A.
2. No property ineligible for the marital deduction, or any similar
benefits, shall be distributed to this gift for my wife, VffiGINIA
Wfi.,LIAMS WETMORE, pursuant to this Item ill A.
3. Either cash or investments or both may be allocated to any gift under
this Item III A.
2
Q,99999-00005/May 5, 1999/HAJ/PAR1-102867---u
4. Any property allocated under this Item III A. in kind shall be valued at
the value which it is fmally included in my gross estate for federal
estate tax purposes, provided that the aggregate market value thereof
on the date of allocation (plus the value as finally determined for
federal estate tax purposes of all other property qualifying for the
marital deduction) is at least equal to the dollar value of the marital
deduction as finally dete:rrnined for federal estate tax purposes.
5. If any provision of my Will shall result in depriving my estate of the
marital deduction for federal estate tax purposes, such provision is
hereby revoked and my Will shall be read as if any portion thereof
inconsistent with allowance of the marital deduction for federal estate
tax purposes is null and void.
B. The balance of said rest, residue and remainder of my estate I give, devise and
bequeath, IN TRUST, to the Trustees designated in Item IX of this my Last
Will for the following uses and purposes:
1. In Trustees' discretion to pay the net income therefrom at least as often
as quarter-annually to my wife, VIRGINIA WILLIAMS
WETMORE, for and during her lifetime or to retain same in the Trust
and add it to principle.
2. As much of the principal of this Trust as Trustees in their sole
discretion may from time to time think. advisable for my wife's health,
maintenance, and support, or during her illness or emergency shall be
3
099999-00005/May5,- 1999IHAJ/P AR/1 02867
either paid to her or else applied directly for her benefit by my
Trustees after taking into account her other readily available assets and
sources of income.
3. Trustees may apply the net income of this Trust for the support of my
wife, VIRGINIA wu,LIAMS WETMORE, should she by reason of
age, illness or any other cause in the opinion of my Trustees be
incapable of dispersing it.
4. In addition to the above provisions, my wife shall have the power to
direct Trustees to pay to her or to apply out of the principal in each
year including the year of my death an amount not in excess of the
greater of Five Thousand ($5,000.00) Dollars or five (5%) percent of
the then aggregate value of the Trust principal. This power is not
cumulative and can be exercised only by an instrument in writing
signed by my wife and delivered to Trustees.
5. Upon the death of my wife, VIRGINIA WILLIAMS WETMORE,
the remaining principal and undistributed income (Trust Assets) shall
be distributed as follows:
A. Five Thousand ($5,000.00) Dollars to MOUNT CALVARY
EPISCOPAL CHURCH located in Camp Hill, Pennsylvania.
B. Fifty percent (50%) of the Trust Assets, that is, the total less the
Five Thousand Dollars ($5,000.00) referred to in Paragraph 5A
above, shall be distributed as follows:
4
, 099999-00005/May tr, 1999/HAlIP AR/1 02867
(a) If my son, EDWARD A. WETMORE, is living at the
time of distribution, said fifty percent (50%) shall be
distributed as follows:
(i) Trustees shall hold twelve and one-half (12-
1/2%) percent in trust for the then living children
of my son, EDWARD A. WETMORE. The
Trustees, as they in their sole discretion
determine, may distribute income and principal
for said children's support, health, education and
maintenance; said latter item may include the
distribution for or toward the purchase of a
residential dwelling for said child's personal use.
This Trust shall terminate when the youngest
living child attains the age of twenty-four (24)
years and the then remaining principal and
undistributed income shall be divided into such
numbers of shares so that there shall be one share
for each said child of EDW ARD A.
WETMORE then living and one share for the
then living issue (as a group) of each deceased
child of EDWARD A. WETMORE and
distributed. The share for the living issue shall
be distributed, per stirpes. It is my desire, but not
my command, that distributions be substantially
equal and toward that end upon termination the
5
, 099999-'OOOOS/May-S; 1999/HkJ/P AR/1 02861---':'- -.- ---' ----- -- ---- ----- -----
Trustees may add the amount distributed for the
purchase of a residential dwelling unit (if any) to
the Trust Assets. Said total shall then be divided
by the total number of shares to be distributed
with the amount of a prior residential distribution
being deducted from the share of the child who
received same.
(ii) Thirty-seven and one-half (37-1/2%) percent to
my son, EDWARD A. WETMORE.
(b) If my son, EDWARD A. WETMORE, is not living at
the time of distribution, said fifty percent (50%) shall be
distributed as follow:
(i) Trustees shall hold twenty-five percent (25%) in
trust for the then living children of my son,
EDWARD A. WETMORE. The Trustees, as
they in their sole discretion determine, may
distribute income and principal for said children's
support, health, education and maintenance; said
latter item may include the distribution for or
toward the purchase of a residential dwelling for
said child's personal use. This Trust shall
terminate when the youngest living child attains
the age of twenty-four (24) years and the then
remaining principal and undistributed income
6
_.099999_00005/May-5.--1.999/f:lAJlP-ABlt02861-_-' ---------~- --------- .---
shall be divided into such numbers of shares so
that there shall be one share for each said child of
EDWARD A. WETMORE then living and one
share for the then living issue (as a group) of
each deceased child of EDW ARD A.
WETMORE and distributed. The share for the
living issue shall be distributed, per stirpes. It is
my desire, but not my command, that
distributions be substantially equal and toward
that end upon termination the Trustees may add
the amount distributed for the purchase of a
residential dwelling unit (if any) to the Trust
Assets. Said total shall then be divided by the
total number of shares to be distributed with the
amount of a prior residential distribution being
deducted from the share of the child who
received same.
(ii) Ifmy daughter-in-law, ANN M. WETMORE, is
living at the time of distribution, twenty-five
percent (25%) to said daughter-in-law. If said
daughter-in-law, ANN M. WETMORE, is not
living at the time of distribution, this twenty-five
percent (25%) shall be added to and distributed
as a part of (b )(i) immediately above.
7
___ m _... .... _,_09999g..00005lMay_5.-1999LI:lAJ/.P...ARIj02867~--------_._--
C. Fifty percent (50%) of the Trust Assets, that is, the total less the
Five Thousand Dollars ($5,000.00) referred to in Paragraph 5A
above, shall be distributed as follows:
(a) If my daughter, MARGARET W. CHAPPENS, is
living at the time of distribution, said fifty percent (50%)
shall he distributed as follows:
(i) Trustees shall hold twelve and one-half (12-
1/2%) percent in trust for the then living children
of my daughter, MARGARET W. CHAPPEN.
The Trustees, as they in their sole discretion
determine, may distribute income and principal
for said children's support, health, education and
maintenance; said latter item may include the
distribution for or toward the purchase of a
residential dwelling for said child's personal use.
This Trust shall terminate when the youngest
living child attains the age of twenty-four (24)
years and the then remaining principal and
undistributed income shall be divided into such
numbers of shares so that there shall be one share
for each said child of MARGARET W.
CHAPPEN then living and one share for the
then living issue (as a group) of each deceased
child of MARGARET W. CHAPPEN and
distributed. The share for the living issue shall
8
--- ------ ,-099999-0eOe5/~aY-5,1-999/HAd/P ARI'1 82861
be distributed, per stirpes. It is my desire, but not
my command, that distributions be substantially
equal and toward that end upon termination the
Trustees may add the amount distributed for the
purchase of a residential dwelling unit (if any) to
the Trust Assets. Said total shall then be divided
by the total number of shares to be distributed
with the amount of a prior residential distribution
being deducted from the share of the child who
received same.
(ii) Thirty-seven and one-half (37-1/2%) percent to
my daughter, MARGARET W. CHAPPEN.
(b) If my daughter, MARGARET W. CHAPPEN, is not
living at the time of distribution, said fifty percent (50%)
shall be distributed as follow:
(i) Trustees shall hold twenty-five percent (25%) in
trust for the then living children of my daughter,
MARGARET W. CHAPPEN. The Trustees, as
they in their sole discretion determine, may
distribute income and principal for said children's
support, health, education and maintenance; said
latter item may include the distribution for or
toward the purchase of a residential dwelling for
said child's personal use. This Trust shall
9
_ ___ ____ --; 099.99.9::onO_0..5.LMa.Y--2-.1.sJ19/HA,J.../P AR/1 02867 ~_
tenninate when the youngest living child attains
the age of twenty-four (24) years and the then
remaining principal and undistributed income
shall be divided into such numbers of shares so
that there shall be one share for each said child of
MARGARET W. CHAPPEN then living and
one share for the then living issue (as a group) of
each deceased child of MARGARET W.
CHAPPEN and distributed. The share for the
living issue shall be distributed, per stirpes. It is
my desire, but not my command, that
distributions be substantially equal and toward
that end upon termination the Trustees may add
the amount distributed for the purchase of a
residential dwelling unit (if any) to the Trust
Assets. Said total shall then be divided by the
total number of shares to be distributed with the
amount of a prior residential distribution being
deducted from the share of the child who
received same.
(ii) If my son-in-law, THEODORE CHAPPEN, is
living at the time of distribution, twenty-five
percent (25%) to said son-in-law. If said son-in-
law, THEODORE CHAPPEN, is not living at
the time of distribution, this twenty-five percent
10
- -- ~-rU9;"~5IM'Y~57199'"HJ\jJPARl1",,86'l
(25%) shall be added to and distributed as a part
of (b )(i) immediately above.
ITEM IV: Should my wife, VIRGINIA WilLIAMS WETMORE, fail to
survive me, I give, devise and bequeath the rest, residue and remainder of my estate of
every nature and wherever situate to those who would have been distributees of the Trust
Assets had she survived as provided in Item III, B 5.
ITEM V: All federal, state and other taxes payable because of my death, with
respect to 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
that part of my residuary estate passing under Item III B. hereof without apportionment or
right of reimbursement. All such taxes on present or future interest shall be paid at such
time or times as my personal representative may think proper, regardless of whether such
taxes are then due.
ITEM VI: The interest of the beneficiaries hereunder or the beneficiaries of any
Trust created herein shall not be subject to anticipation or to voluntary or involuntary
alienation. .
ITEM Vll: My personal representative and Trustees shall have the following
powers in addition to those vested in them by law and by other provisions of my Will
applicable to all property, whether principal or income, including property held for minor,
exercisable without court approval and effective until actual distribution of all property:
11
l"-Ogg,gg~=O0005fMqY-5;-t89.g/H:AjfPARf-1-e2861'
A. To have full authority to deal with any business interest as freely as I might in
my lifetime.
B. To make distribution in cash or in kind, or partly in cash and partly in kind,
and in such manner as they may determine.
C. To retain any or all of the assets of my estate, real or personal, without
restriction to investments authorized for Pennsylvania fiduciaries, as they
deem proper, without regard to any principle of diversification or risk.
D. To invest in all forms of property without restriction to investments
authorized for Pennsylvania fiduciaries, as they deem proper, without regard
to any principle of diversification or risk.
E. To sell at public or private sale, to exchange, or to lease for any period of time
any real or personal property and to give options for sales, exchanges or
leases, for such prices and upon such terms or conditions as they deem proper.
F. To allocate receipts and expenses to principal or income or partly to each as
they from time to time think proper.
G. To borrow from or to sell to my Trustee even though such Trustees may be
my personal representative.
H. To compromise any claim or controversy.
12
-Cl99999:00005LMay-5,..i999L1:lAJiP-ABIJ.02867
1. To choose the alternate valuation date for federal estate tax purposes, without
regard to whether the size of any marital deduction share will be increased or
decreased thereby, without requiring reimbursement.
1. To join with my spouse, or the personal representative of my spouse in filing
a j oint income tax return without requiring my spouse or the estate of my
spouse to indemnify my estate against liability for the tax attributable to the
income of my spouse and to consent to any gifts made by my spouse during
my lifetime being treated as having been made one-half (1/2) by me for
purposes ofthe Federal Gift Tax law.
ITEM VllI: If at the time of my death my wife, VIRGINIA WILLIAMS
WETMORE, is not living, or if at the time of my wife's death if she does survive me, I
have no then living issue I give, devise and bequeath all the rest, residue and remainder of
my estate of every nature and wherever situate as follows:
A. Ten Thousand Dollars ($10,000.00) to the Bethesda Mission, of Harrisburg,
B. The balance of said rest, residue and remainder is to be divided equally
among the following: Mount Calvary Episcopal Church, Camp Hill,
Pennsylvania; Marysville College, Marysville, Tennessee; Westminster
College, New Wilmington, Pennsylvania; Temple University School of
Medicine, Philadelphia, Pennsylvania; and University of Pittsburgh School of
Medicine, Pittsburgh, Pennsylvania.
13
-,-09999s,.o0005/Ma,y_5._19_S9/I:lAJLEABLtQ
ITEM IX: I appoint my son, EDWARD A. WETMORE and my daughter,
MARGARET W. CHAPPEN, as Trustees of any Trust created by me in this my Last
Will. Should EDWARD A. WETMORE fail to qualify or cease to act as Trustee, I
appoint my wife, ANN M. WETMORE, as Trustee in his stead. Should MARGARET
W. CHAPPEN fail to qualify or cease to act as Trustee, I appoint her husband,
THEODORE CHAPPEN, to serve as Co-Trustee in her stead. The survivor of any named
Trustee who qualified to act, may act as Co-Trustee or the sole Trustee. If my Trustees or
Trustee determine in their sole discretion that the amounts in any Trust make it impractical
to continue to hold the assets in Trust, the Trustees or Trustee may at that time distribute the
Trust Assets to those who are then allowed distributions of income by the Trustees or
Trustee.
ITEM X: I appoint my wife, VIRGINIA WILLIAMS WETMORE, Executrix
of this my Last Will. Should my wife, VIRGINIA WILLIAMS WETMORE, fail to
qualify or cease to act as Executrix, I appoint my son, EDWARD A. WETMORE, and my
daughter, MARGARET W. CHAPPEN, or the survivor thereof Executors of this my Last
Will. In the event none of the aforementioned qualifies or ceases to act as the personal
representative of my estate, I appoint PNC BANK, N.A. as Executor of this my Last Will.
14
_ _ .,-099999-00005lMay_5.J 99.9L1:iAJJEABL1028.fiI
, I, .
IN WITNESS WHEREOF, I hereunto set my hand and seal this / 0' ~y of
J1J#j--- , 19 &J1. .
o
~~1J;'~J1sEAL)
STANLEY M TMORE
Signed, sealed, published and declared by the above-named Testator, as and for his
Last Will and Testament, in the presence of us, who, at his request, in his presence and in
the presence of each other have hereunto subscribed our names as witnesses.
15
-1' 0999~OQQ"""P 1999IHAJIPARl102867
AFFIDAVIT
CO:MJvfONWEAL TH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
We, STANLEY M. WETMORE, ""-..:lu~ -(:4.~ and
(Z ~ '~~\t-.'\~~'~ ' the Testator and the witn s, respectfully, whose
names are signed to the ch~ r foregoing instrument, being first duly sworn, to hereby
declare to the undersigned authority that the Testator signed and executed the instrument as
his Last Will and that he had signed willingly and that he executed it as his free and
voluntary act for the purposes therein expressed, and that each of the witnesses, in the
presence and hearing of the Testator, signed the Will as witness and that to the best of
his/her knowledge the Testator was at that time eighteen years of age or older, of sound
mind and under no constraint or undue influence.
Sworn to or affirmed to and sub~cribed to before me by STANLEY M.
WETMORE, Testator, and ~,,~. ~--..---. and
<<~'-~. \r-.'\ ~ "'(S' , . esses, this ') ~~ day of
~~ ,1999.
~ ~
~ ~.
Notary Public ..
My Commission Expires:
NOTARIAL SEAL
16 DIANNE LENIG, Notary Public
Lemoyne Borough Cumberland Co.
My Commission Expires Dec. 21 f 2001
Rev.16GS EX + (8.8S)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WETMORE, STANLEY M.
FILE NUMBER
21-07 -00666
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jolntly-owned wtlh the rtllht of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Curian Clearing Investment Account No. RA24077003 - Date of Death Value -
VALUE AT DATE
OF DEATH
178.481.57
TOTAL (Also enter on Line 5. Recapitulation)
178,481.57
(If more space is needed, additional pages Df the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
Rev-1610 EX+ (1-18)
.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSVLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WETMORE, STANLEY M.
FILE NUMBER
21-07 -00666
This schedule must be completed and filed ~ the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF ''''' ....", T DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 American Equity - Annuity - Account No. 509723 . 110.903.00 110.903.00
Beneficiary: Virginia Williams Wetmore, Wife
2 American Skandia - Roth Individual Retirement 21.989.00 21.989.00
Account - Account No. E0461993 - Beneficiary:
Virginia Williams Wetmore, Wife
3 Loyal American - Individual Retirement Account - 194.042.00 194.042.00
Account No. 45005337 - Beneficiary: Virginia
Williams Wetmore, Wife
TOTAL (Also enter on Line 7, Recapitulation) 326.934.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule G (Rev. 6-98)
REV.1151 EX+ (12-89)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WETMORE, STANLEY M.
FILE NUMBER
21-07 -00666
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
3,807.76
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State Zip
2.
Attorney's Fees
Johnson Duffie
1,600.00
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant VIRGINIA WILLIAMS WETMORE
Street Address 5225 WILSON LANE, APT. 2104
City MECHANICSBURG State PA Zip 17055
Relationship of Claimant to Decedent Spouse
3,500.00
4.
See continuation schedule(s) attached
Probate Fees
308.00
See continuation schedule(s) attached
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
239.46
TOTAL (Also enter on line 9, Recapitulation)
9,455.22
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1602 EX+ (8-88)
*'
SCHEDULE H.A
FUNERAL EXPENSES
continued
COMMONWEAl. TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WETMORE, STANLEY M.
FILE NUMBER
21-07 -00666
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Harvest Catering - Funeral Luncheon
2.320.39
2
Mount Calvary Episcopal Church - funeral service
300.00
3
Musselman Funeral Home -
1.037.37
4
Robert Lau . Organist - funeral service
150.00
Subtotal
3.807.76
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H-A (Rev. 6-98)
Rev-1602 EX + (I-SI)
.
SCHEDULE H.B2
ATTORNEY'S FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T AA RETURN
RESIOENT DECEDENT
ESTATE OF
WETMORE, STANLEY M.
FILE NUMBER
21-07 -00666
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Johnson, Duffie, Stewart & Weidner
1.600.00
Subtotal
1.600.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B2 (Rev. 6-98)
ReY-1602 EX+ (1-88)
.
SCHEDULE H.B3
FAMILY EXEMPTION
continued
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WETMORE, STANLEY M.
FILE NUMBER
21-07 -00666
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Virginia Williams Wetmore, Spouse
3.500.00
Subtotal
3.500.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B3 (Rev. 6-98)
Rev-1602 EX+ (8-98)
.
SCHEDULE H.B4
PROBATE FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WETMORE, STANLEY M.
FILE NUMBER
21-07 -00666
ITEM
NUMBER
1
DESCRIPTION
Register of Wills - Cumberland County
AMOUNT
308.00
Subtotal
308.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B4 (Rev. 6-98)
Rev.1602 EX+ (8.8S)
.
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WETMORE, STANLEY M.
FILE NUMBER
21-07 -00666
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland Law Journal - Legal Advertisement
75.00
2
Register of Wills - file Inventory and Inheritance Tax Return.
30.00
3
The Patriot-News - Legal Advertisement
134.46
Subtotal
239.46
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
REV-1513 EX+ (9.00)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
1
WETMORE, STANLEY M.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
Clistributions,( and transfers
under Sec. ~116(a)(1.2)]
VIRGINIA WILLIAMS WETMORE
5225 WILSON LANE, APT. 2104
MECHANICSBURG, PA 17055
RELATIONSHIP TO
DECEDENT
00 Not List Trust../s'
FILE NUMBER
21-07 -00666
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
NUMBER
I.
Spouse
Residue in
Trust
Total
Enter dollar amounts for distributions shown above on lines 5 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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)