HomeMy WebLinkAbout12-18-07 (2)
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:L505bOlf:L147
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 Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 6
File Number
0652
Date of Birth
186287464
07042006
03201928
Decedent's Last Name
Suffix
Decedent's First Name
MI
NEGLEY
VICTOR
H
<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
~ 1. Original Return D 2. Supplemental Return D 3. Remainder Return (date of death
prior to 12-13-82)
D 4. Limited Estate D 4a. Future Interest Compromise D 5. Federal Estate Tax Return Required
(date of death after 12-12-S2)
[R] 6. Decedent Died Testate D 7. Decedent Maintained a Uving Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
0 '9. Litigation Proceeds Received 0 10 Spousal Povr,% Credit (date of death 0 11. Election to tax under Sec. '9113(A)
. between 12-31- 1 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
RICHARD L WEBBER, JR. ESQUIRE 7175327388
Firm Name <If Applicable)
WEIGLE & ASSOCIATES, P.C.
REGISTER OF WILLS USE ONLY
First line of address
126 EAST KING STREET
City or Post Office
State
ZIP Code
17257
Second line of address
SHIPPENSBURG
PA
Correspondent.se_mailaddress:rwebber@weigleassociates.com , ._C5 , ,.'.'
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to th~st ~f my knOW~ge and ~Ii~ :
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any krroWledge'.~ , '0.0)
SIGNATUR F PERSON RESPONSIBLE FOR F ING R DATE a 0-01
Lewis T. Negley
I
2120 Walnut Bottom Road, 17015
SIGNATURE OF PREPARER OTHER THAN REPRESE ATIVE
) /~. ~'---
Richard L Webber, Jr. Esquire
DATE
/)/5/6-)
ADDRESS
126 East King Street, Shippensburg, PA 17257
Side 1
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15D5bDlf21lf8
REV-1500 EX
Decedent's Name: Victor H. Negley
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) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 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
0.00
15.
140,559.25
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.
Side 2
L
15056042148
Decedent's Social Security Number
186287464
160,234.28
160,234.28
17,705.97
1,969.06
19,675.03
140,559.25
140,559.25
0.00
6,325.17
0.00
0.00
6,325.17
o
15056042148
.-J
REV-15DD EX Page 3
Decedent's Complete Address:
File Number 21-06-0652
DECEDENT'S NAME
Victor H. Negley
STREET ADDRESS
28 Creek Lane Upper Mifflin Township
CITY I STATE IZIP
Newville PA 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
4,450.00
234.21
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
Total Interest/Penalty (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.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3)
(4)
(5)
(SA)
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
6,325.17
4,684.21
1,640.96
1,640.96
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes
o
o
o
o
o
o
o ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income; ....................................
c. retain a reversionary interest; or.. ............ ................... ............. ......................... ...........................................
d. receive the promise for life of either payments, benefits or care? ..............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? " ...... ............................. ............................ ............. .........................................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............. .............................................................. ...........................................
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.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements
for disdosure 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 72P.S.S9116 1.2)[72 P.S. S9116 (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.
Reo/-15G8 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALlH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Negley, Victor H.
FilE NUMBER
21-06-0652
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Farmers National Bank of Newville Certificate #11693 3.300.00
Accrued interest on Item 1 through date of death 0.37
2 Farmers National Bank of Newville Certificate #158204 5.000.00
Accrued interest on Item 2 through date of death 99.23
3 Farmers National Bank of Newville Certificate #158289 8.000.00
Accrued interest on Item 3 through date of death 88.92
4 Farmers National Bank of Newville Certificate #158311 6.000.00
Accrued interest on Item 4 through date of death 19.64
5 Farmers National Bank of Newville Certificate #160408 3.500.00
Accrued interest on Item 5 through date of death 96.39
6 Farmers National Bank of Newville Certificate #162606 5.000.00
Accrued interest on Item 6 through date of death 104.15
7 Farmers National Bank of Newville Certificate #3990065 4.100.00
Accrued interest on Item 7 through date of death 30.05
8 Farmers National Bank of Newville Certificate #3990355 12.852.79
Accrued interest on Item 8 through date of death 307.24
Total of Continuation Schedules
See attached
pages
TOTAL (Also enter on Line 5, Recapitulation)
160.234.28
(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 E (Rev. 6-98)
R&v-1508 EX+ (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TIV< RE1\JRN
RESIDENT DECEDENT
ESTATE OF
Negley, Victor H.
FILE NUMBER
21-06-0652
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
9 Farmers National Bank of Newville Certificate #3990640 2.000.00
Accrued interest on Item 9 through date of death 57.15
10 Farmers National Bank of Newville Certificate #3990791 2,000.00
Accrued interest on Item 10 through date of death 17.85
11 Farmers National Bank of Newville Certificate #39912039 3.400.00
Accrued interest on Item 11 through date of death 21.88
12 Farmers National Bank of Newville Certificate #50011610 25.000.00
Accrued interest on Item 12 through date of death 47.32
13 Farmers National Bank of Newville Checking Account #126047 36.678.30
14 PNC Bank Certificate of Deposit #21001053547 16.500.00
Accrued interest on Item 14 through date of death 26.12
15 PNC Bank Certificate of Deposit #21001053569 3,050.00
Accrued interest on Item 15 through date of death 18.18
16 PNC Bank Certificate of Deposit #21001053688 2,000.00
Accrued interest on Item 16 through date of death 24.02
17 PNC Bank Certificate of Deposit #21001053690 1.000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
~ev-1508 EX. (6-98j
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Negley, Victor H.
IFILE NUMBER
21-06-0652
ESTATE OF
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
Accrued interest on Item 17 through date of death
3.93
18
Wachovia Bank N.A. Certificate of Deposit 247412041306457
11,134.98
Accrued interest on Item 18 through date of death
3.77
19
Personal Property - Gross proceeds from public sale
8.752.00
TOTAL (Also enter on Line 5, Recapitulation)
160,234.28
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
Rlf:'I-1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Negley, Victor H.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
See continuation schedule(s) attached
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
Lewis T. Negley
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
2120 Walnut Bottom Road
City State
Year(s) Commission paid 2007
See continuation schedule(s) attached
Zip 17015
2.
Attorney's Fees
See continuation schedule(s) attached
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
See continuation schedule(s) attached
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation)
Copyright (c) 2002 form software only The Lackner Group, Inc.
FILE NUMBER
21-06-0652
AMOUNT
2,174.00
7,409.37
5,492.15
260.00
2,370.45
17,705.97
Form PA.1500 Schedule H (Rev. 6-98)
~v.1502 EX- (6-98)
.
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RE1lJRN
RESIDENT DECEDENT
ESTATE OF
Negley. Victor H.
FILE NUMBER
21-06-0652
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Egger Funeral Home - Funeral Bill
2.174.00
Subtotal
2.174.00
.
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-9B)
Re,v-1502 EX+ (6-98)
*'
SCHEDULE H.81
PERSONAL REPRESENTATIVE'S
COMMISSIONS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Negley, Victor H.
FilE NUMBER
21-06-0652
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Lewis T. Negley
7.409.37
Subtotal
7.409.37
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H-B1 (Rev. 6-98)
Rav-1502 EX+ (6-98)
*'
SCHEDULE H.B2
A TIORNEY'S FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEOENT
Negley, Victor H.
FILE NUMBER
21-06-0652
ESTATE OF
ITEM
NUMBER DESCRIPTION
1 Weigle & Associates, P .C.
AMOUNT
5.492.15
Subtotal
5.492.15
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B2 (Rev. 6-98)
Rtov-1502 EX+ (6-98)
*'
SCHEDULE H-84
PROBATE FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
Negley, Victor H.
FILE NUMBER
21-06-0652
ESTATE OF
ITEM
NUMBER DESCRIPTION
1 Cumberland County Register of Wills - Probate Fee
AMOUNT
260.00
Subtotal
260.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B4 (Rev. 6-98)
Rev-1502 EX+ (6-98)
*'
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX REllJRN
RESIDENT DECEDENT
Negley, Victor H.
FILE NUMBER
21-06-0652
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland County Register of Wills - Filing fee for Inheritance tax return
15.00
2
Cumberland Law Journal - Legal Advertising
75.00
3
Public Sale - Food/Drink
175.00
4
Public Sale - Auctioneers comission and expenses
2.038.35
5
Valley Times-Star - Legal Advertising
67.10
Subtotal
2.370.45
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
~ev-1512 EX+ (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT I
ESTATE OF
Negley, Victor H.
FilE NUMBER
21-06-0652
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Continuing Care
VALUE AT DATE
OF DEATH
200.33
2 Embarq
5.90
3 Green Ridge Village
824.96
4 Pa Dept. of Revenue - 2006-Personallncome Tax
55.00
5 PHI
882.87
TOTAL (Also enter on line 10, Recapitulation)
1,969.06
(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' (Rev. 6-98)
R1:V-1513 EX'" (9-00)
ESTATE OF
NUMBER
I.
1
2
3
4
5
.
SCHEDULE .J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Negley, Victor H.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS pndude outright spousal
aistributions. and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-06-0652
SHARE OF ESTATE AMOUNT OF ESTATE
(VVords) ($$$)
RELATIONSHIP TO
DECEDENT
Do Not list Trustee(s)
Heather Dettling
319 Shed Road
Newville, PA 17241
Granddaughter Six &
One-Quarter
Percent
8,784.96
John Dettling
319 Shed Road
Newville, PA 17241
Grandson Six &
One-Quarter
Percent
8,784.96
Jennifer Negley
250 G Street
Carlisle, PA 17013
Granddaughter Six &
One-Quarter
Percent
8,784.96
Jeremiah Negley
2145 Douglas Drive
Carlisle, PA 17013
Grandson Six &
One-Quarter
Percent
8,784.95
Levi Negley
2120 Walnut Bottom Road
Carlisle, PA 17015
Grandson Six &
One-Quarter
Percent
8,784.95
See continuation schedule attached Continuation
Total
Enter dollar amounts for distributions shown above on lines 15 through 18. as appropriate. on Rev 1500 cover sheet
96,634.47
140,559.25
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR VVH ICH AN ELECTION TO T PV< IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA-1500 Schedule J (Rev. 6-98)
SCHEDULE ..
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Victor H. Negley 186-28-7464 07/04/2006
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Mark Negley Son Fifty Percent 70,279.62
2132 N. Cochrane Road
Avon Park, FL 33825
7 Michael Negley Grandson Six & One-Quarter 8,784.95
2029 Corvallis Road Percent
Avon Park, FL 33825
8 Rebecca Negley Granddaughter Six & One-Quarter 8,784.95
620 S 29th Street Apt. 5 Percent
Harrisburg, PA 17111
9 Stacy Touchton Granddaughter Six & One-Quarter 8,784.95
902 West Prairie Street Percent
Avon Park, FL 33825
Total 96,634.47
1
LAST WILL AND TESTAMENT
..J
I, Victor H. Negley, presently residing at 28 Creek Lane, Newville, Upper Mifflin
Township, Cumberland County, Pennsylvania 17241, being of sound mind, memory and
disposition, do hereby make, publish and declare this my Last Will and Testament, hereby
revoking and making void all wills by me at any time heretofore made.
FIRST. -
I order and direct that I be cremated.
SECOND. I order and direct the payment of all my legally enforceable debts and
funeral expenses as soon as may be convenient after my decease.
THIRD. I direct that all of my estate, real, personal and mixed, whatsoever and
wheresoever situate be sold at either public or private sale as soon as may be convenient,
expedient, and in the best interest of my estate, as determined solely by my hereinafter named
executor, and that the net proceeds of sale be distributed as follows:
A. Fifty percent (50%) to my son, MARK NEGLEY; and
B. Fifty percent (50%) to be divided equally among my grandchildren, namely,
REBECCA NEGLEY, JEREMIAH NEGLEY, JENNIFER NEGLEY,
HEA!rHER DETTLING, JOHN DETTLING, MICHAEL NEGLEY,
i STACY NEGLEY, and LEVI NEGLEY, on a per capita distribution
basis.
If my son, Mark Negley, predeceases me, then I give and bequeath his share as follows:
:
1. Fifty percent (50%) of his share to my son, LEWIS T. NEGLEY;
and
2. Fifty percent (50%) of his shar~ to be divided equally among my
grandchildren listed in paragraph THIRD B. on a per capita
distribution basis.
FOURTH. In the event that either Heather Dettling or John Dettling isunder the age of
eighteen (18) years at the time of my death, any share passing to that grandchild shall be held IN
TRUST by his or her father, STEVE DETTLING, until the grandchild attains the age of 18.
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(SEAL)
WEIGLE & ASSOCIATES, RC. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
FIFTH. In the event that Levi Negley is under the age of eighteen (18) years at the
time of my death, any share passing to him shall beheld IN TRUST by his father, LEWIS T.
NEGLEY, until Levi attains the age ,of 18.
SIXTH. I nominate, constitute and appoint my son, LEWIS T. NEGLEY,
presently residing at 2120 Walnut Bottom Road, Carlisle, Pennsylvania 17013, to be the Executor
of this my Last Will and Testament; if he be unable to fulfill the duties of Executor, I then
nominate, constitute and appoint my son, MARK NEGLEY, presently residing at 2132 North
Cochrane Road, Avon Park, Florida 33825, to be the Executor of this my Last Will and
Testament.
SEVENTH. I direct that my personal representative( s) shall not be required to give bond
for the faithflll perfornlance of their duties in any jurisdiction.
EIGHTH. I hereby direct that 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 taxes,
shall be considered a part of the expense of administration of my estate and that such be paid out
of the rest and residue !of my estate.
IN WITNESS WHEREOF, I, Victor H. Negley, have hereunto set my hand and seal to this
my Last Will and Testament, written on two (2) pages, the first page signed for identification only,
h. .~ 3 r ""I d f ,.- J
t IS d' ay 0 I-r,j r <'-'?/7 ,2004.
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1/. ..w-/L,{"\/I 17
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(SEAL)
P.c.- ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397
This instrument was by the Testator, on the date hereof, signed, published and declared by him to
be his Last Will and Testament, in our presence, who at his request and in the presence of each
other, we believing him to be of sound and disposing mind and memory, have hereunto subscribed
our names as witnesses.
._--L/,c.. ~ /
....---...... .
cJl~V2tu1d
I~.A ~, .
COMMONWEAL 1(H OF PENNSYLVANIA
COUNTytFCUMBERLAND
ss
I, Victor H. Negle)i, the person whose name is signed to the foregoing instrument, having been
duly qualified according to law, do hereby acknowledge that I signed and executed the instrument
as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the
purposes therein expressed.
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and acknowledged before
the Testator,
2004.
.. Notarial Seal .
Patricia LTome, Notary Public
Sh\pf)ensburg Boro, Cumberland County
My Commission Expires June 7, 2004
AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397
p
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
We, (2-rc ~(~/A'
and ~()~f\Cf r. JJ ~"'.f' 'I
,
L. ~rk"o))-" ~A. Cp fJ..:oJlcfcl '
, the witnesses whose names are signed to the
foregoing instrument, being duly qualified according to law, do depose and say that we were
present and saw Victor H. Negley, the Testator, sign and execute the instrument as his Last Will;
that he signed willingly and that he executed it as his free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the Testator, signed the will as
witnesses; and that to the best of our knowledge the Testator was at the time eighteen (18) or
more years of age and of sound mind and under no constraint or undue influence.
Sworn or affirmed to land subscribed before me
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IMzi~~ A . d
by fZ--r'~ he ~ L. ~t.).<1-r ,J- _,
C(~ V2IJ);/k-cI - ,
and ~ {("I ((e.. A ' 1':("-( \/
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witnesses, this ~3r1day of fhru.~, 2004.
\ Pobu"-c'(iJt. A. T orn..9
Notarial Seal
. Patricia L. Tome, Notary PUbliC
Shlppensburg 80ro, Cumberland County
My Commission Expires June 7, 2004
~ FARMERS NATIONAL BANK
OF NEWVILLE A DilliJion of Adams COllllly National Bank
August 3, 2006
Richard L. Webber Jr., Esquire
WEIGLE & ASSOCIATES, P.C.
126 East King Street
Shippensburg, PA 17257
RE: Estate of Victor H. Negley, Deceased
Dear Mr. Webber:
Mr. Negley had the following accounts with this bank in his name alone:
Checking account #126047 opened Feb. 17, 1985 with a date of death balance of
$36,678.30;
Certificate #11693 dated 7/3/06 for $3,300.00 plus .37C accrued interest
Certificate #158204 dated 11/23/05 for $5,060.00 plus 99.23 accrued interest
Certificate #158289 dated 3/5/06 for $8,000.00 plus 88.92 accrued interest
Certificate #158311 dated 5/13/04 for $6,000.00 plus $19.64 accrued interest
Certificate #160408 dated 7/8/06 for $3,500.00 plus $96.39 accrued interest
Certificate #162606 dated 11/12/05 for $5,000.00 plus $104.15 accrued interest
Certificate #3990065 dated 4/22/06 for $4,100.00 plus $30.05 accrued interest
Certificate #3990355 dated 9/30/05 for $12,852.79 plus $307.24 accrued interest
Certificate #3990640 dated 7/27/06 for $2,000.00 plus $57.15 accrued interest
Certificate #3990791 dated 4/6/06 for $2,000.00 plus $17.85 accrued interest
Certificate #39912039 dated 5/1/06 for $3,400.00 plus $21.88 accrued interest
Certificate #50011610 dated 6/15/04 for $25,000.00 pluc $47.32 accrued interest.
Sincerely yours,
~A:1A ....tr.:;VH
~olY~ -H. ~ough .
Executive Vice President
po. Box 156, Newville,PA 17241 . (717) 776-5312
"He: (bl:::S -54JI:::S
r-'. ~l/~1
o PNCBAl'K
Fax Sheet
500 First Avenue, 4th Floor
Firstside Center
Pittsburgh, PA 15219-3128
To:
Richard L Webber, Jr. Esquire
Telephone Number:
Fax Number:
"
Da.te;
"., ., 1 """f\.c
',,): "'_i .l'-k~J'../'_!
Pages to Follow;
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From:
Erica L Schlegel
Telephone Number:
1.-800-762-1775
Fax Number:
412-768-3458
Comments:
Please forward a copy of the death OR short certificate for:
l/~ II.
If b -1. F-- ? Y t 5/
It is required in order to provide date of death balances
Name of deceased
Ssn#
~
Thank you
HAVE A NICEDAY@
This fn: may c(nuuin privileged and cOn fidel\ till I infomu\tiol\ intended only rOt the IlSC Qf the addresscc(s) names above. If the reader
Qf this message is not th~ intended I'eeipient or the employee or agent responsible for delivel'ing the message to thc intended
recipiem(s), please nole that any diS/ierninaLion, distribution or copyins of this communication is strictly prohibited, Anyon/; who
rc/;cives this commvnicatlon in error snould notify us imn1edi\!otdy by lelephone lInd Tttun\ {hc original message to us tll the adcrc~s
above vin the U,S. Mail, Or deSU'oy the nll;ssage in its entirely.
o Hard copy 10 follow
u Hard copy tQ follow upon requcst
If you do not receive a clear transmissioo can: J-800-762-1775
TnTo'"""Il
I \\..JU U.1.' ::"'''-'l:..lU J..U" U 1
rl'l'--DHI'it',
412 758 3458
P.02
Please note that this office only provides date of death balances for deposit aCcoUllts
(lRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office,
Sincerely,
~:1;~
Erica L Schlegel
1-800-762-1775
P7-PFSC-04-F
500 First Ave.
Pinsburgh PA 152J9
Member FDIC
Page 2 of2
MUU-~~-~~~O lO'~r
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412 768 3458
p.m
~PNCBAN<
August 2, 2006
Weigle & Associates, PC
Attn: Richard L Webber, Jr., Esquire
126 East King St.
Shippensbmg, PA 17257-1397
Sep/al
RE: Estate of Victor H Negley (Deceased)
SSN: 186-28-7464
DOD: 07-04-2006
Dear Mr- Webber:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
CeI1ificate of Deposit
Account #21001053569 Established 04-28-1988
LILLY B NEGLEY OR
VICTOR H NEGLEY
DOD balance: $3,050-00 + $18.18 accmed interest
Account #21001053688 Established 05-15-1986
LILLY B NEGLEY OR
VICTOR H NEGLEY
DOD balance: $2,000.00 + $24.02 accrued interest
Accotmt #21001053690 Established 05-27-1986
VICTOR H IffiGLEY OR
LILLY B NEGLEY
DOD balance: $1,000.00 + $3.93 accrued interest
Account #21001053547 Established 09-08-1986
VICTOR H NEGLEY OR
LILLY B NEGLEY
~ DOD balance: $16,500.00 + $26.12 accrued interest
TIle decedent did not maintain any safe deposit box:, loans or mortgages with
PNC Bank.
Page l of2
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~HOVIA
Reference ID: 1705005
Wachovia Bank N.A.
Balance Confirmation Services
POBox 40028
Roanoke, VA 24022-7313
July 31, 2006
WEIGLE & ASSOCIATES
126 EAST KING SlREET
SHIPPENSBURG, PA 17257
SUBJECT: Verification / Confirmation of Account and Balance Information provided for:
Customer: VICTOR H NEGLEY (SSN# 186-28-7464)
Date of Death: July 4, 2006
DelJOsit Account Information
Accollnt
Type
Account
Number
Date of Death
Balance
Average
Balance'
Date
Opened
Maturity hrlerest Accrued YTD Date
Date Rate Interest Interest Paid Closed
CERTIFICATE OF DEPOSIT 247412041306457
LEGAL TITLE: VICTOR H NEGLEY
LILLY B NEGLEY
$II,134.98
8/16/2000 5/16/2007
$3.77
$136.52
JOINT WITH RIGHT OF SURVIVORSHIP
ACCOUNT JOINT SINCE OPENED
* Due to sy,1em limitations, we can only provide a twelve month average balance on depository accounts.
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PAUt.
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fax Server
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WAcHOVIA.
Reference ID: ] 705005
No Safe Deposit Box found for customer.
· Date of death balance does not include accrued interest.
* If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
made during that time period.
~~~
Amy Graybill
Servicenter Associate
Phone: (540)563-7323
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Facsimile Transmission
Wachovia Bank
Balance Confirmation Services
VA 7313
PO Box 40028
Roanoke, VA 24022-7350
Fax Number 704 427-2471
Voice Phone 540 563-7363
To : RICHARD L WEBBER JR
Fax Number: 7175326552
From: Wachovia - Balance ConfinnationsWachovia - Balance
Confinnations
Fax Number: 704 427-2477
Voice Phone: 540 563-7363
Please use the address or fax number listed above if you are requesting infonnation
for all Wachovia commercial customers. Thank you.
Fax Notes:
Date and time of transmission: 7/31/2006 11 :51 :42 AM
Number of pages including this cover sheet: 3