The URL can be used to link to this page

Home My WebLink About06-03-08 (2) --.J 15ll5bll41147 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 0948 County Code Year INHERITANCE TAX RETURN 21 07 RESIDENT DECEDENT Date of Birth 160 16 4777 10 09 2007 09 12 1916 Decedent's Last Name WELLER Suffix Decedent's First Name LUELLA (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name 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 D D D D D 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required D 00 D 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 6. Decedent Died Testate (Attach Copy of Will) 7 Decedent Maintained a Livin9 Trust . (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes 10 Spousal Pove~ Credit (date of death . between 12-31-91 and 1-1-95) D 9. Litigation Proceeds Received 11.Election to tax under Sec. 9113(A) (Attach Sch. 0) File Number MI M MI CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JERRY A. WEIGLE ESQUIRE 717 532 7388 Firm Name (If Applicable) WEIGLE & ASSOCIATES, P.C. REGISTER OF WILLS USE ONLY ~g ~ en -0 c:: m ~ (') ::z: S;~~ t C5 en ^ c...> ~~ED ;j -:0 -. ca p First line of address 126 EAST KING STREET Second line of address City or Post Office SHIPPENSBURG State PA ZIP Code 17257 ::n 'n f:f1 " ") (7') .=> ff1 ~] C;?I. J I l' -c'.-;: ::] 0'\ F- f 0?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 knowiedge 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. SIGN R OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~ ~ q1/~' David E.Weller 5"- W-OO Jerry A. Weigle Esquire DATE ~ S- -2 0-0 tJ ADDRESS Side 1 L 15[]5b[]41147 15[]5b[]41147 --.J .-I 15[]5b[]42148 REV-1500 EX Decedent's Name: Luella M. Weller Decedent's Social Security Number 160 16 4777 RECAP ITU LA TION 1. Real Estate (Schedule A)...................................................................................... 1. 2. Stocks and Bonds (Schedule 8)..............................._.......................................... 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. 6,784.46 17,729.98 o . 00 24,514.44 12 , 9 5 8 . 67. 3,355.49 16,314.16 8,200.28 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)............................._..........................m..... 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 8,200.28. o . 00 15. o . 00 16. 369.01 17. o . 00 18. o . 00 19. 369.01 8,200.28 o . 00 o . 00 19. Tax Due...... ..... ......... .......... .................. ...... ..... ..................... .........m.. ....... .......... 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. D Side 2 L 15[]5b[]42148 15[]5b[]42148 .-I REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-07-0948 DECEDENT'S NAME Luella M. Weller STREET ADDRESS 10 Allison Lane CITY I STATE IZIP Shippensburg PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 369.01 300.00 15.79 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + 8 + C) (2) 315.79 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPAYMENT. 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 theTAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE. (3) (4) (5) 53.22 (5A) (58) 53.22 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: a. retain the use or income of the property transferred;..............................u............................................. 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. Yes No ~ ~ ~ ~ ~ ~ Fo... 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)]. Fo... 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)]. The statutoooes not exemDta 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. Fo... 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. Rev-1508 EX+ (6-98) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Weller, Luella M. FILE NUMBER 21-07-0948 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 U. S. Treasury - 2007 Federal Income Tax Refund 270.00 2 M & T Checking Account #98398430001 25.00 3 Grandmother's Clock 300.00 4 Miscellaneous personal property 370.00 5 Outdoor Shed 3,594.46 6 Receivable from Estate of Kenneth G. Weller - owed at date of death 2.225.00 TOTAL (Also enter on Line 5, Recapitulation) 6.784.46 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 ScheduleE (Rev. 6-98) Rev-1509 EX+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL V-OWNED PROPERTY ESTATE OF Weller, Luella M. FILE NUMBER 21-07 -0948 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 A. David E. Weller ADDRESS RELATIONSHIP TO DECEDENT Son 10 Allison Lane Shippensburg, PA 17257 B. C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENTS INTEREST JOINTL V-HELD REAL ESTATE. 1 A 12/28/1998 M & T Bank Certificate of Deposit 25.406.11 50.000% 12.703.06 #031003913802574 - opened joint with son, David Weller, 12/28/98 2 A 12/28/1998 M & T Bank Certificate of Deposit 22.98 50.000% 11.49 #031003913802574 3 A 9/13/2001 M & T Bank Certificate of Deposit 9.997.75 50.000% 4.998.88 #804413 A 9/13/2001 Accrued interest on Item 3 through date 33.09 50.000% 16.55 of death TOTAL (Also enter on Line 6, Recapitulation) 17.729.98 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleF (Rev. 6-98) Rev-1510 EX+ (6-98) . SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Weller, Luella M. FILE NUMBER 21-07 -0948 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. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'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 2001 Dodge Neon - Originally jointly owned with 1.788.00 100.000 1.788.00 0.00 David Weller, son; 100% interest transferred to David Weller in August, 2007 TOTAL (Also enter on Line 7, Recapitulation) 0.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleG (Rev. 6-98) REV-1151 EX+ (12-99) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Weller, Luella M. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-07-0948 ESTATE OF ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT See continuation schedule(s) attached 7,462.61 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions B. Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid State Zip 2. Attorney's Fees Weigle & Associates, P.C. 1,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant David E. Weller Street Address 10 Allison Lane City Shippensburg Relationship of Claimant to Decedent 3,500.00 State Son PA Zip 17257 4. Probate Fees Register of Wills, Cumberland County 102.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached 394.06 TOTAL (Also enter on line 9, Recapitulation) 12,958.67 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 ScheduleH (Rev. 6-98) Rev-1502 EX+ (6-98) *' SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Weller, Luella M. IFILE NUMBER 21-07-0948 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Brown's Mill Cemetery - grave opening 340.00 2 Fogelsanger-Bricker Funeral Home 6.922.00 3 Greenvillage Drive-In - funeral reception 200.61 . Subtotal 7.462.61 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule H-A (Rev. 6-98) Rev-1502 EX+ (6-98) *' SCHEDULE H-87 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Weller, Luella M. FILE NUMBER 21-07-0948 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Cumberland County Register of Wills - Filing of PA Inheritance Tax Return 15.00 2 Cumberland County Register of Wills - Filing of Family Settlement Agreement 75.00 3 Cumberland Law Journal 75.00 4 Linda K. Klein - Notary fees 24.00 5 The Sentinel 182.56 6 Weigle & Associates, P.C. - Reimbursement for postage, xerox copies and long distance telephone calls 22.50 Subtotal 394.06 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleH-B7 (Rev. 6-98) Rev-1512 EX+ (6-98) . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF Weller, Luella M. FILE NUMBER 21-07-0948 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 M & T Bank - Loan balance on puchase of shed VALUE AT DATE OF DEATH 3.355.49 TOTAL (Also enter on Line 10, Recapitulation) 3,355.49 (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 I (Rev. 6-98) REV-1513 EX+ (9-00) . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Weller, Luella M. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS Dnclude outright spousal aistributions. and transfers under Sec. 9116(a)(1.2)] RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21-07-0948 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) ESTATE OF I. 1 David E. Weller 10 Allison Lane Shippensburg, PA 17257 Son 100% 8,200.28 Total 8,200.28 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropnate, 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 ScheduleJ (Rev. 6-98) LAST WILL AND TESTAMENT I, Luella M. Weller, presently residing at 10 Allison Lane, Shippensburg, Cumberland County, Pennsylvania 17257, 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 the payment of all my legally enforceable debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give and bequeath my grandmother's clock located in the living room of my home to my son, David E. Weller. THIRD. I give and bequeath any household contents and tangible personal property located in the home where I live with my son, David E. Weller, to the said David E. Weller, absolutely. FOURTH. I give and bequeath any vehicle that I may own at the time of my passing to my son, David E. Weller. In the event that the said David E. Weller does not wish to take any vehicle or vehicles that I may own at the time of my passing IN KIND, I then direct that any vehicle or vehicles that I own at the time of my passing be sold at either public or private sale and the net proceeds therefrom be distributed to the said David E. Weller. FIFTH. I give and bequeath the full sum of Five Hundred ($500.00) Dollars to my grandson, Ronald L. Weller, on a per stirpes distribution basis. SIXTH. I give and bequeath the full sum of Five Hundred ($500.00) Dollars to my grandson, Eugene D. Weller, on a per stirpes distribution basis. SEVENTH. I direct that the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, be sold at either public or private sale, and the net proceeds therefrom be divided equally between my sons, namely, Kenneth E. Weller, Jr., and David E. Weller. EIGHTH. In the event that the said Kenneth E. Weller, Jr. should predecease me or is not living on the 60th day following my death, I then direct that any or distributions given and bequeathed to the said Kenneth E. Weller, Jr. under this my last Will and Testament be distributed to his brother, David E. Weller. . / ' {._-'t:-f._~_jC( C~ ) I} </ ..' <,./(~ i/l . {SEAL) WEIGLE & ASSOCIATES, P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 NINTH. In the event that the said David E. Weller should predecease me or is not living on the 60th day following my death, I then direct that any or distributions given and bequeathed to the said David E. Weller under this my last Will and Testament be distributed as follows: A. One-third (113) share to Sandra M. Weller, who is the wife of the said David E. Weller, provided that she survive him by sixty (60) days; and B. Two-thirds (2/3) share to be divided equally between the following persons or to the survivor thereof who are minors at the present time: 1. Kasandra L. Lawyer who lives in my household and over whom I have had primary custody and control for many years; and 2. Patricia L. Lawyer who is my great granddaughter and who has lived in my home for many years. TENTH. It is my specific intent, and desire to exclude any other children and lor grandchildren from any distribution whatsoever under this my Last Will and Testament as I have already adequately provided for them during their lifetimes. ELEVENTH. In the event that any beneficiary of this my Last Will and Testament is under the age of twenty-one (21) years, I then give and bequeath said beneficiary's share to, and appoint as Trustee of any property which passes under this Will or otherwise, Kenneth E. Weller, Jr., AS TRUSTEE, NEVERTHELESS, to invest and re-invest the same until the said beneficiary reaches the age of 21 years, with the following powers in addition to those presently given by law: A. The power and obligation to expend the income towards the health, support and maintenance, and education, including a college (both undergraduate and graduate), trade, business or technical school education, of the said beneficiary; B. The power and obligation to expend the principal, within the discretion of the said Trustee, if the income is insufficient, towards the health, support and maintenance, and education, including a college (both undergraduate and graduate), trade, business or technical school education, of the said beneficiary; C. The power to sell any and all real estate, within the discretion of the said Trustee; , ~7f' ~J ! .--,.t.-i. { (. ,. ( ,<'>1'):7 /{ (. (. ( ,.. (SEAL) WEIGLE & ASSOCIATES. p,c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 D. The power and obligation to distribute the balance of principal and interest, if any remaining, when the said beneficiary reaches the age of 21 years, without the necessity of a formal adjudication of the Trustee's Account in the Court of Common Pleas of Cumberland County, upon the receipt of a good and valid release; E. The principal of the Trust and the income therefrom shall be free from the debts, liabilities, and engagements of those beneficially interested therein, and shall not be subject to assignment by him or her, nor to attachment or execution under any legal, equitable or other process for the enforcement of judgments or claims of any sort against them, either individually or collectively; and F. In the event the above-mentioned person is unable to accept the position of Trustee, I then name, constitute and appoint Eugene D. Weller, as Trustee, with the same powers and obligations hereinbefore stated. TWELTH. I nominate, constitute and appoint my sons, David E. Weller, presently of 10 Allison Lane, Shippensburg, Pennsylvania 17257, and Kenneth G. Welller, Jr., presently of 2315 Middletown Street, Brookesville, Florida 34601, or the survivor thereof, to be the Co- Executors of this my Last Will and Testament. THIRTEENTH. I direct that neither my personal representative(s) nor Guardians shall be required to give bond for the faithful performance of their duties in any jurisdiction. FOURTEENTH. 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. FIFTEENTH. I direct my Executor to retain the services of Jerry A. Weigle, Esquire, with offices located at 126 East King Street, Shippensburg, Pennsylvania 17257, with respect to the settlement of my estate due to his familiarity with my affairs. IN WITNESS WHEREOF, I, Luella M. Weller, have hereunto set my hand and seal to this my Last Will and Testament, written on three (3) pages, the first two (2) pages signed for identification only, this .;2., 7 - {;k day of , 2006. '.,l. ' " ." . . [' (' "./ [. <(. tl -~.. / . /' 1(' -l it. L. L.. (SEAL) WEIGLE & ASSOCIATES. P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257,1397 This instrument was by the Testatrix, on the date hereof, signed, published and declared by her to be her Last Will and Testament, in our presence, who at her request and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. <. P;tIU'; ('1../ f... - ((~ "/ i , ,it '_ L I{ . ( (~ ij i_/ ,-':) \ ,:1-' "\.~ roc,.\.^-..sl _ '~.J , /\:);,...c_.,/// L,( \- "/1 ' t. I iLl 1, / COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I, Luella M. Weller, 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. ;(:' ..... .-"(- ~.-l it?,' oJ)/ I" {, ((C,. Sworn or affirmed to and acknowledged before m~ b~.~.la M. Weller", e Te....statrix, II...........; tins i}lay of - - - AAA:-./1 ,200(/ I) ---" ~- - - c/ \ l, NOTARIAL SEAL . Jerry A. Weigle, Notary Public Shlppensburg, PIi. Cumberland County My Commission Expires October 7,2006 WEIGLE & ASSOCIATES. P.c. _ ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND We, 7fd-':,c,"P\ L ~me J(-(~LICtl;~~ (((~T\I(\ and -~~:>xrc>\:-c... L. ~~S\~ , 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 Luella M. Weller, the Testatrix, sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. JJ~f1UJ~ H ( urrW .) . . .) 1/;,/( t d(~ (l C. k c :~~L -'I.i ;;,--j , ~.. .-.':-,....- ) .,/ ,../ -"\., .' '.. ,.{ / I J' , .- '-. -.:...J .- ,I. 1}0 ~ A I~,/L Sworn or affirmed to and subscribed before me by !1i-ll'lcfA L. IOme. ~l~ C/I (! j.:) )-\) II {~r()jL-~ -~/ . and '7\'~)\C:Q~-L L, ~(''-^-^-~~ " J./ "- ;J \\'it~ses, this Juf- day of '; 'iL~ ! CI"/ L ,2006. "', / "/ NOTARIAL SEAL Jerry A Weigle, Notary Public Shippensburg, PI>. Cumberland County My Commission Expires October 7, 2006 WEIGLE & ASSOCIATES, P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 r:!M&rBank 499 Mitchel1 Road, MiIIsboro, DE 19%6 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 Correction - November 21, 2007 Weigle & Associates PC Attorneys At Law 126 East King Street Shippensburg, Pennsylvania 17257-1397 Re: Estate of: Luella M Weller Social Security: 160-16-4777 Date of Death: October 09, 2007 Dear Sir or Madam: Per your inquiry dated November 01,2007, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 98398430001 Ownership (Names of) Luella M Weller * Opening Date 09/14/05 Balance on Date of Death $ 25.00 Accrued Interest $ 0.00 Total $ 25.00 2. Type of Account Certificate of Deposit Account Number 031003913802574 Ownership (Names of) David E Weller * Luella M Weller * Opening Date 12/28/98 Closed lJ/2/07 Balance on Date of Death $25,406.11 Accrued Interest $ 22.98 Total $25,429.09 3. Type of Account Certificate of Deposit Account Number 031003913804413 Ownership (Names of) Luella M Weller * David E Weller * Opening Date 09/13/01 Balance on Date of Death $9,997.75 Accrued Interest $ 33.09 Total $10,030.84 4. Type of Account Installment Loan Account Number 10000141235850001 Ownership (Names of) Luella M Weller * Opening Date 04/10/07 Balance on Date of Death $3,080.63 ** This amount is not to be used for payoff purposes. For a payoffbalonce, please call 1-800-724-2440. Current Balance $3,072.89 ** This amount is not a payoffbalonce. Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please call the King Street Office # 717-532-4132. Sincerely, ?~J~~1~~-~ Nancy Clagett Records Management 'MBtlBank p.R.D PERSONAL LOAN NOTE AND SECURITY AGREEMENT Manufacturee and Traders Trust Company Name and Address Date 04/06/07 Borrower 1's: LUELLA M WELLER. 10 ALLISON LN. SHIPPENSBURG PA 172579602 Borrower 2's: Guarantor's: Other owner's: 1. Meaning of some words. In this note, (a) .you" and "your" mean anyone signing this note, whether as a borrower, guarantor or other owner, (b) "we," "us," "our," and "ours" mean Manufacturer and Traders trust Company, One M&T Plaza, Buffalo, New York 14240, and (c) "your property" means any motor vehicle, boat, mobile home or other item of tangible personal property described on any line in Section 6, including all eqUipment, accessones, parts and tires that are or become part of it by beinn installed in or affixed to it. 2. Summary of credit transaction. a. ANNUAL PERCENTAGE RATE............... 11.49 % b. Amount financed ................................. $3.594.46 c. FINANCE CHARGE .............................. $673 34 d. Total of payments................................ S4 267 80 In this note, (a) "annual percentage rate" means the cost, expressed as a yearly rate, of the credit bein~ provided to vou or on your behalf in the credit transaction in whic you are giving us this note, (b) "amount financed" means the amount of the credit, leI "finance charge" means the cost, in dollars, of the credit, and d "total of payments" means the amount you will pay by paying all instalments payable under this note as scheduled. 3. Payment schedule. You are to pay 36 monthl~ instalments under this note, bejinning on tJ5llf1707 . ach of the instalments will be $118. 5 (or, if the follOWing blanks are completed, each of the first of the Instalments will be $ , and the last of the Instalments will be $ ). 4. Other charges. (allf any portion of any Instalment payable under this note is overdue or more than 15 days, you must pal. a late charge of 10% of the unpaid amount of the Instalment or $20.0 ,whichever IS 9reater. (':J If any check you II.lve us as a par.:ent on your account Is Ishonore because of Insu clent or unco lected funds or because the account has been closed, you must pay a returned check charge of $20.00. 5. prepa~ent. If you prepay all amounts pa~ble under this note, you will not ave to pay a penalty and may be en Itled to a refund of part of the finance charge. 6. Security. We are being given an Interest In the fOllowin~feroperty: o Motor vehicle, boat, mobile !:Iome or other tangl e property described as follows: year, make, model type olproperty, identification number o Other property described as follows (describe, if applicable, boat engine and boat trailer and include account number for deposit account): Also, money on deposit with us and other property securing the payment of other amounts payable to us may secure the payment of all amounts payable under this note. 7. Assum~tion. If proceeds of the credit transaction in connection with Whicru are giving us this note are to be used to finance the purchase 0 a mobile home described on any line in Section 6, someone buying the mobile home may under certain circumstances be allowed to assume the obligation to pay amounts payable under this note In accordance with the provisions of this note. 8. Effect of deposit account. If a deposit account is described on any line in Section 6, the annual percentage rate does not reflect the effect of the deposit account. ' 9. Additional information. You should refer to the rest of this note for additional information about nonpayment, default, our right to declare all amounts payable under this note but not yet paid immediately due and prepayment refunds. 10. Itemization. The amount financed is itemized as follows: a. Amount given to you directly............................ $3.5Q4 4R b. Amount paid on your account with us................$n nn c. Charge for group credit life insurance*................... $0 00 d. Charge for group credit disability insurance*........... $n nn e. Charge for InVOluntary unemployment insurance*.. $n nn 1. Amount paid to insurance company(ies)(c+d+e)* $n nn g. Filing fee(s) (amount paid to public official(s)).... $n nn *We may be retaining a portion of this amount. 11. Asreement. You agree to be bound by all provisions of this note, including those on the reverse side and any additional page. 12. Obtaining insurance. You can obtain any Insurance required by us in connection with any property described in Section 6 from or throlJgh the person of your choice, but it must be provided by a company acceptable to us. We will not unreasonably determine any company to be unacceptable to us. 13. Request and Schedule for Group Decreasing Credit Life Insurance, Group Credit Disability Insurance and Involuntary Unemployment Insurance. I understand that Group Decreasing Credit Life Insurance, Group Credit Disability Insurance and Involuntary Unemployment Insurance are voluntary and are not required to obtain this loan. I further understand that I may select another insurer to provide this coverage. If I choose to become insured, I understand that insurance will be provided in accordance with the certificate of group insurance that will be given to me. I also reserve the right to terminate my coverage at any time by notifying you in writing. The cost of insurance for the entire term of this loan is shown below. o I WANT optional Group Decreasing Credit Life Insurance. $ o WE WANT optional Group Decreasing Credit Joint Insurance Life Insurance. $ o I WANT optional Group Disability Insurance. (Borrower Only) $ o I WANT optional Involuntary Unemployment Insurance. (Borrower Only) $ IE I/WE DO NOT WANT optional Group Decreasing Credit Life Insurance. I2Q I DO NOT WANT optional Group Credit Disability Insurance. I2Q I DO NOT WANT optional Involuntary Unemployment Insurance. Amount Financed Effective date of insurance 04/06/07 Term of Insurance ~ months Monthly Disability Benefit $3.594.46 $ 09/12/1916 Date of Birth Signature of Borrower Signature of Co-Borrower Date of Birth 14. Promise to pay. In retum for the loan you have received, you promise to pay U.S. $ih594A6 (hereinafter principal) plus interest thereon at e yearly rate of 11.49 %. You will make monthly payments in accordance with the payment schedule in section 3. You may make payments under the note at any banking office, at the address set forth in the coupon book, or at such other address as we may specify from time to time. 15. Security Interest. To secure the payment of all amounts payable under this note and the payment of all other indebtedness from you to us existing now or coming into existence in the future, you give us a security interest in your property. 16. Prepayment refund. You may prepay this loan in full or in part at any time without penalty. PAILB-098 (09/02) Copy to Bank * Copy to Borrower I * Copy to Borrower 2 * Copy to Guarantor 7AI dCffi services 4150 OLSON MeMORIAL. HIGHWAY, SUITE 2.00 MlNNEAPOLIS, MINNESOTA 55422-4811 TfLfPHONE 763-852-8620 Hours (CST): FAX 877-326-8784 TOLL-F~II: 877-326-6758 7:00 am - 9:00 pm M - TH 7:00 am - 5:00 pm F 8:00 am - 12:00 pm S April 10, 2008 Account No UnDaid Balance *************0001 $3355.49 Reference No 4428508 Dear Sir or Madam: Our company represents M&T Bank. We have learned that LUELLA M WELLER, who was a valued customer, _ hi:lSpassed away, Please accept condolences from .our client and our compaflV - . -.....-.,. ... -- As indicated above, there is an unpaid balance on this account. Please accept this letter as a Notice of Claim on behalf of our client. This letter is sent to you solely in your capacity as personal representative of the Estate of LUELLA M WELLER. Please call Our office toll free at 1-877-326-6758 to discuss resolution of this matter and payment on this account. If you are not the personal representative, please contact us with the name and address of the personal representative or attorney who is handling the estate. Cordially, DeM Services, LLC *IMPORTANT NOTICE* Unless you notify this office within 30 days after receiving this notice that you dispute the validity of this debt or any portion thereof, this office will assume this debt is valid. If you notify this office in writing within 30 days after receiving this notice that you dispute the validity of this debt or any portion thereof, this office will obtain verification of the debt Or a copy of a judgment and mail you a copy of such judgment or verification. [f you request of this office in writing within 30 days after receiving this notice this office will provide you with the name and address of the original creditor, if different from the current creditor. NOTICE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION -Side 1 of 2.- "uO~tach tower Portion and Return wIth payment... lONBAL0017001 ....11...11.......11.11 _OeM Services, LLC 4150 Olson MemOrlal Highway. Suite 200 . Minneapolis, MN S542:2~4811 ADDRESS SERVICE REQUeSTED Reference #:4428508 Client 10: MTBK31 Unpaid Balance: $3355.49 Checks Payable to; MaT Bank Amount Enclosed: I $ April 10, 2008 1.1111111.1....1.1111..111 DeM Services LLC 4150 Olson Memorial Highway Suite 200 Minneapolis MN 55422-4811 11.1111.1111111..1.1..111.1.111111,,1.1111.11,1.1.111111111, 0528772 0027205 4428508-7001 1,"1111111111.1.1.1.1., .11.1"111111111,, ,1,111, II 11...11" ,I The Estate of LUELLA M WELLER LUELlA M WELLER 10 Allison Ln Shippensburg PA 17257-9602 ~