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Home My WebLink About02-1064,~ PETITION FOR PROBATE and ,GRANT OF LETTERS Estate of Charles J. Weaver also known as Deceased. Social Security No. 184-12- 7 5 5 No. ~ / - O~ - /D(p +f~ To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut ors named in the last will of the above decedent, dated _ Anril 27 , 19.~~ and codicil(s) dated _ nonce (state relevant circumstances, e. g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 129 Walnut Bottom Road ShiQpens_ burg Shinpensburg Tow ship (list street, number and muncipality) Decendent, then 82 years of age, died October 16 , ~g 2002 , at Carlisle Regional Medical Center, Carlisle, PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: none Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: none $ 86,337 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. V G d 'O .-. ~v F ank We ver ~• C ~, ' K t Ann oh~~~~ ~a v <... L ~ O -~ C bA 3150 Ritner Highway Newville PA 17241 1108 Greensprin~ Road Newville, PA 17241 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF ~__ CUMBERLAND The petitioner(s) a'aove-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me ~iis 2 6th day of NOVEMBER 200 19 I L~jJ Register t~ Fr nk E av r oa• -e~Cl/1~L a Ruth Ann Cohick n ~ ty .mss is i/.. it _ m . i~Wl~'-sue y No. ~~ -0~.- 1~ Estate of Charles J. Weaver ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW NOVEMBER 26 , 2002 ~x , in consideration of the p<aitc,r, on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) date Aril 27 1998 described therein be admitted to probate and filed of record as the last will of Charles J. Weaver ' and Letters Testamentar are hereby granted to Frank E Weaver and Ruth Ann ('ohick FEES 200.00 Probate, Letters, Etc. ......... ~ Short Certificates( ) .......... ~ 18 • 0 0 x~i~~ . ~xtxa..pa.ge.s~ 9 - ~~ jr_p ~ 10.00 TOTAL ~ 237.00 Filed 11-26-2002 ....... , . , , put ~ ~in~ ~atty~ ~prmtYi box Jerr a. wei 1C L~ u~~~ ---- ATTORNEY (Sup. Ct. LD. No.) WEIGLE & ASSOCIATES, P.C. 126 East King Street .ADDRESS Shippensburg, PA 17257 !7171 5'~~ 7988 PHONE LAST WILL AND TESTAMENT ~ /-OZ.-1D1D~ I, CHARLES J. WEAVER, of 63 Vine Street, Newville, Cumberland County, Pennsylvania, 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, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, in equal shares, to my children, FRANK E. WEAVER, RUTH ANN COHICK, RALPH G. WEAVER, JEAN E. MARTIN, BETTY MARIE REEDER, RAYMOND C. WEAVER, AND ROSE MARY WEAVER. THIRD. In the event my said children should predecease me or is not living on the thirtieth (30th) day following my death, I then give, devise and bequeath my said estate to his or her children, on a per stirpes distribution basis. FOURTH. In the event that any beneficiary of this my Last Will and Testament is under the age of eighteen (18) 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, FARMERS NATIONAL BANK OF NEWVILLE, AS TRUSTEE, NEVERTHELESS, to invest and re-invest the same until the said beneficiary reaches the age of eighteen (18) years, with the following powers in addition to those presently given by law: 9 ~ `'~~--,Q (SEAL) MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 A. The power 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 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. D. The power and obligation to distribute the balance of principal and interest, if any remaining, when the said beneficiary reaches the age of eighteen (18) 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; FIFTH. I nominate, constitute and appoint my children , FRANK J. WEAVER AND RUTH ANN COHICK, or the survivor thereof to be the Co-executors, of this my Last Will and Testament. SIXTH. I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, CHARLES J. WEAVER, have hereunto set my hand and seal to this my Last Will and Testament, written on two pages, the first page signed for identification only, this ~ ~ day of -p , 1998. /~7 (_~' ~ ~-~~-z (SEAL) MARK, WEIGLE AND PERKINS - 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 CHARLES J. WEAVER, to be my 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. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~„~ f SS. I, CHARLES J. WEAVER, 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. Sworn or affirmed to and acknowledged before me by CHARLES J. AVER, the Testator ~t^'h~is ~~r~.ay of ,998. A f~ ~~~~r~ Shipper PA Cumbe~lrld County My Commieelon Expiros duly 31,1998 MARK. WEIGLE AND PERKINS - ATTORNEYS AT LAW - 726 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND ~ We, ~.~-~-- ,~1 d , 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 CHARLES J. WEAVER, 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 and subscribed befor by and ~ witnesse~~his Z of ~;i ~~,~, ~ , 1998. t ,ism a Wegb, No~rn Public ~,hi~-eoebur'9, PA Cumbe~d Courtly ,,~, +.;~arvt!~isslcr~ Expires July 91,1998 n~ ~' MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 726 EAST KING STREET - SHIPPENSBURG, PA 77257-1397 x v v m 2 m c ro D N m m D N 1 x Z i z m m D -i 0 Z m D r D ~! x m_ r m Z v m x `z t~ ~+--i-, tY ~~ !~"~ IN RE: ESTATE OF CHARLES J. IN THE COURT OF COMMON PLEAS OF WEAVER, late of the Township of :CUMBERLAND COUNTY Shippensburg, Cumberland County, :PENNSYLVANIA Pennsylvania, deceased :ORPHANS' COURT DIVISION ESTATE NUMBER 21-02-1064 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Charles J. Weaver Date of Death: October 16, 2002 Will No. 21-02-1064 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on December 9, 2002: Frank E. Weaver 3150 Ritner Highway Newville, PA 17241 Ruth Ann Cohick 1108 Greenspring Road Newville, PA 17241 Ralph G. Weaver 11 Lebo Road Carlisle, PA 17013 Jean E. Martin a/k/a Jeannie E. Sweitzer 61 Regency Woods N. Carlisle, PA 17013 Betty Marie Reeder 7327 Olde Scotland Road Shippensburg, PA 17257 WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 Raymond C. Weaver 1106 Greenspring Road Newville, PA 17241 Rose Mary Weaver a/k/a Rose M. Cromer 6616 Carlisle Pike Mechanicsburg, PA 17050 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE. December 9, 2002 SiP~nature ! _/ ~' 1 ~ ' Name: "Jerry A. Weigle, Esquire Address: Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 Telephone: (717) 532-7388 Capacity: Personal Representative X Counsel for Personal Representative WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 ren ~ m + I ~ ~ r { .._` -~. _.. _;\ c~ y - ~> . ~ c-; i U a W M rr •"~ F'+' 3 ~ ~ a ~ n O ~' °O .-y Q ~ ~; ~,~a '~ ~ a W .a W ~ N ~ ,,.a a ~ a 0 U b ro v .n U r-i '-i •r{ 3 o v ~ ~ v ~ +~ ° ~ ~ ,~ +~ ~ ~ v ~ ~ o U M ti O n a v .,~ ro U {~ r':~ rc• ~ :~ •rd l:.t ~... •nd COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 260601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: WEIGLE JERRY A 126 E KING STREET SHIPPENSBURG, PA 17257 --- fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-961 NO. CD 002038 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: ssN: i 64-i z-3755 FILE NUMBER: 2102-1064 DECEDENT NAME: WEAVER CHARLES J DATE OF PAYMENT: 01 / 1 3/ 2003 POSTMARK DATE: 01 / 1 0/2003 couNTY: CUMBERLAND DATE OF DEATH: 1 0/ 1 6/2002 REMARKS: CHECK#104 SEAL 101 ~ S 2, 600.00 TOTAL AMOUNT PAID: INITIALS: CW RECEIVED BY: DONNA M. OTTO S 2, 600.00 DEPUTY REGISTER OF WILLS REGISTER OF WILLS July 21, 2003 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES - - DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone (717) 787-3930 FAX (717) 772-0412 Law Offices of . Weigle & Associates `~ ; 126 East King St. Shippensburg, Pa.17257-1397 Dear Mr Weigle: Re: Estate of Charles J. Weaver File Number 2102-1064 This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before January 16,2004. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. __.__+ . V Claudia Tdfaffei, Supervisor Document Processing Unit Inheritance Tax Division COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 003436 WEIGLE JERRY A 126 E KING STREET SHIPPENSBURG, PA 17257 fold ESTATE INFORMATION: ssrv: 184-12-3755 FILE NUMBER: 2102-1064 DECEDENT NAME: WEAVER CHARLES J DATE OF PAYMENT: 01 / 14/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/16/2002 REMARKS: CHECK#108 ;... SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ S 120.02 TOTAL AMOUNT PAID: INITIALS: JA REV-1162 EX(11-961 S 120.02 RECEIVED BY: GLENDA EARNER STRASBAUGH DEPUTY REGISTER OF WILLS REGISTER OF WILLS .~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 E% AfP (O1-OS) DATE 03-01-2004 ,=F$$TATE OF WEAVER CHARLES J DATE OF DEATH 10-16-2002 FILE NUMBER 21 02-1064 •~~ FEB 27 ~I.pt~Y CUMBERLAND JERRY A WEIGLE ESQ ACN 101 WEIGLE & ASSOCS Anount Remitted 126 E K I NG ST r `. ,;~::~,:'' SHIPPENSBURG PA 17257 .`ryt ~~ ~.~ ~ __. ;,, j~A MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1 ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WEAVER CHARLES J FILE N0. 21 02-1064 ACN 101 DATE 03-01-2004 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fora with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 62,856.87 tax payment. 6. Jointly Owned Property (Schedule F) (6) 10,024.79 7. Transfers (Schedule G) (7) 5, 017.41 8. Total Assets (g) 77,899.07 APPROVED DEDUCTIONS AND EXEMPTIONS: 10,815.58 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,597.61 11. Total Deductions (11l 14.413.19 12. Net Value of Tax Return (12) 63,485.88 13. Charitable/Governmental Bequests; Nonelected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 63,485.88 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) •00 X 00 = .00 16. Anount of Line 14 taxable at Lineal/Class A rate (16) 63,485.88 X 045. 2,856.86 17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00 18. Anount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00 19. Principal Tax Due (1q)= 2,856.86 TAY CRFi1TTC~ DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 01-10-2003 CD002038 136.84 2,600.00 01-14-2004 CD003436 .00 120.02 BALANCE OF UNPAID INTEREST/PENALTY AS OF * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 01-15-2004 TOTAL TAX CREDIT 2,856.86 BALANCE OF TAX DUE .00 INTEREST AND PEN. 2.95 TOTAL DUE 2.95 ( IF TOTAL DUE IS LESS TNAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoynent to Class B (collateral) beneficiaries of the decedent after the expiraticn of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: Tc fulfill the requirenents of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the tap portion of this Notice and subnit with your payment tc the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, nay be requested by completing an ^Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-SOD-362-2050; services far taxpayers with special hearing and / or speaking needs: 1-800-447-3020 CTT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Departnent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the natter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Departnent of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" CREV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is conputed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the sane time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one C1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Departnent of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .OD0438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is Wade after the interest canputaticn date shown on the Notice, additional interest oust be calculated. REV-1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2002 1064 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Weaver, Charles J. 184-12-3755 DECE- DATE OF DEATH (MM-DD-YEAR) TDATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 10/16/01 11/08/1919 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 8 3. Remainder Return CHECK ~' Original Return ~' Supplemental Return (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required (date of death after 12-12-82) PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach acopy of Trust) BLOCKS 9. Litigation Proceeds Received 10. Spol.lsal Poverty Credit {da..te of death between 0 11. Election to tax under Sec. 9113(A) 12~31-91 and 1-1-95) (Attach Sch 0) 'tijm'~m:rr!QjMl)&TllJQPM#@ilil(ii!lliliQ6.11fl,*$\19~,*~~gQ!\!!!jtl$Nt,,.wr~INFQllMAjfjQj,j~I!Q!!U7iI$Q.!ll~!mllitQi NAME COMPLETE MAILING ADDRESS COR- Jerry A. Weiqle, Esauire 126 Fast King Street RE- FIRM NAME (If Applicable) Shippensburg , PA 17257 SPON DENT Weiale & Associates, P.C. TELEPHONE NUMBER (717) 532-7388 None OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 62,856.87 6. Jointlv Owned Property (Schedule F) 0 Separate Billing Requested (6) 10,024.79 RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) 5,017.41 8. Total Gross Assets (total Lines 1-7) (8) 77,899.07 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 10,815.58 10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (10) 3,597.61 11. Total DeductIons (total Lines 9 & 10) (11) 14,413 .19 12. Net Value of Estate (Line 8 minus Line 11) (12) 63,485.88 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 63,485.88 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14taxable atthe spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 0.00 X .0 0 (15) 0.00 TAX 16. Amount of Line 14 taxable at lineal rate 63,485.88 X .0 45 (16) 2,856.86 0.00 - COMPU- 17, Amountof Line 14taxableatsibling rate X ,12 (17) 0.00 TATION 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00 19. Tax Due (19) 2,856.86 20. 0 1&fI!!ckH!!filajj;')fQj.jMItR~QQi1,!ftjt@iiR~ijpXQfAiltl~fiI\i!A'ffl!~<<td .....,',..--."..,',.,.",.'.--.',"'. . . ,., . ,n," .., . """"""""",""c' c';, ':"'X? ";$!B\:\',i\!JRWT9!AN$W !i1!\'A\$9\!!i$tlPN$!Ql'l';W(\j1iit~;ANP'm;Gtl1!iGKMI\11'l%';!(}"""""".'... o PA15001 Copyright 2000 Greatland/Nelco t..P - Forms Software Only NTF 29755 Estate of: Charles J. Weaver SlJIIIMARY OF ALLOCATIONS 'ID BENEFICIARIES Taxable at lineal rate Frank E. Weaver Ruth Arm Cohick Ralph G. Weaver Jean E. Martin a/k/a Jeannie E. Swei Betty Marie Reeder Rayrrond C. Weaver Rose Mary Weaver a/k/a Rose M. Creme 21,962.73 6,920.53 6,920.53 6,920.53 6,920.52 6,920.52 6,920.52 63,485.88 21-2002-1064 PA REV-1500 EX (6-00) D d C I Add Page 2 ece ents omPlete ress: STREET ADDRESS 129 Walnut Bottan Road CITY I STATE l ZIP sill buru PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 2,856.86 2,600.00 136.84 Total Credits (A + 8 + C) (2) 2,736.84 3. InteresVPenalty if applicable D. Interest E. Penalty (3) 0.00 (4) (5) 120.02 (5A) 0.00 (58) 120.02 Did decedent make a transfer and: a, retain the use or income of the property transferred; .,....,....,..................... b. Tetatn the right to designate who shall use the property transferred or its income; . . . . . . . . c. retain a reversionary interest; or. . . . . . . . . . . . . . . d. receive the promise tor life of either payments, benefits or care? .. . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death withoutreceivingadequateconsiderat\on?............,' ...,............... 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? . . . . . , . . . . , . . . . , . . . . , . . . . , . . . . , . , . . . . . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 information of which re arer has an knowled . SIGNAT E OF P 0 SyON)l18LE FOR FILING RETURN " DATE V, hJ. 'V Yes No ~ I B ~ ijg o ../t?v L/ AN REPRESENTATIVE DATE 1-)3-oY ADDRESS 126 East Kinq Street, 17257 .......--...;.;...:-,-.-:.,:,.:.,;;:.;. F:~:~-:';;;t~~';td~~t:h:~.~...~.~;~f't'~'/J~'\"Y"-'<'\'9'9-4..~-~.-d..-b.~f"~.~:~'-J.~~-~~;.y..:i':-..1-9:9.5:..-t.ii..~"t~~"~~t~'-i';;;'p~-~'~'d""~'~'n;-~"'~'~r~~i'~'~"~rt~~~~f~~;"t;':'~/f;/th'~'-~' ~-~-:~'f"'th'~:'~'~-~~'i:~i'~'~"~;~:~'~'~';i~:'3~k'''-' [72 P.S.1i 9116(a)(1.1)(i)]. For dates of death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to o( for the use of the surviving spouse is 0% [72 P.S. Ii 9116 (al (1.1){ii)]. The statute nnp<: nnf p.lfPmnt 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 ot a natural parent, i'ln aocpti\Fe parent, or a stepparent ot the child \s tf'lo \72 P.5. !':i9116\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 4.5%, except as noted in 72.P.S. B 9116(1.2) [72 P.S. i 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use ot the oe~edent'5 siblings is 12% [72 P.S, !i 9116(a){1.3)]. A sibling is defined, under Section 91 02, as an individual who has at least one parent in common with the decedent, whether by blood oradoption. o PA15002 NTF 29756 Copyright2000 Greatland/Nelco L-P- Forms Software Only Estate of: Charles J. Weaver 21-2002-1064 The following person(s) are signing the return as representative(s) of the estate: Frank E. Weaver 3150 Ritner Highway Newville, PA 17241 Ruth Ann Cohick 1108 Greenspring Road Newville, PA 17241 REV-1508 EX + (1-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles J. Weaver SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-2002-1064 ITEM NO. DESCRIPTION Include proceeds of litigation & date proceeds were received by the estate. All prop. lolntlv-owned with rlaht of survivorship must be disclosed on Sch. F. VALUE AT DATE OF DEATH 1 Check on hand at date of death frcm PNC Bank, dated 10/13/02, interest check on certificate of deposit #21001053786 115.07 2 Farmers National Bank of Newville #17-648-6 2,189.67 3 F & M Trust Checking Account #33-28309 1,385.81 Interest on above item accrued as of decedent's death 0.19 4 Farmers National Bank of Newville #9627871 15,140.92 Interest on alxlve item accrued as of decedent's death 10.88 5 Patriot Federal Credit Union Share Account #61630 333.96 Interest on above item accrued as of decedent's death 0.16 6 F & M Trust Certificate of Deposit #015-2961103 20,000.00 Interest on above item accrued as of decedent's death 64.43 7 PNC Bank Certificate of Deposit #21001053786 20,000.00 Interest on alxlve item accrued as of decedent's death 11.50 8 Personal property at appraised values l,316.00 9 Blue Cross/Blue Shield - benefit dated 10/15/02 58.38 10 Comcast Cable - refund dated 11/06/02 11 TV Guide - refund dated 11/12/02 12 Outlook Pointe - refund dated 10/31/02 27.56 108.28 l,611.12 13 Verizon - refund dated 01/27/03 35.64 14 U. S. Treasury - 2002 federal incane tax refund received OS/20/03 434.00 15 Blue Cross/Blue Shield - benefit dated 05/19/03 13 .30 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 62,856.87 7 CPA81 NTF 10908 Copyright Forms Software Only, 1997 Nelco, Inc. REV-150S EX + (1-S7) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles J. Weaver SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-2002-1064 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 Frank E. Weaver ADDRESS 3150 Ritner Highway Newville, PA 17241 RELATIONSHIP TO DECEDENT SOn JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH Include name of financial institution and bank ITEM FOR MADE account number or similar identifying number. DATE OF DEATH DECO'S VALUE OF JOINT NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A 04/27/01 Farmers National Bank of 20,000.00 50% 10,000.00 Newville #49912037 opened 04/27/01, joint with Frank E. Weaver, son A 04/27/01 Interest on aI:ove item accrued 49.59 50% 24.79 as of decedent's death TOTAL (Also enter on Une 6, Recapitulation) $ 10,024.79 7 CPA91 NTF 10909 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco,lnc. REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles J. Weaver SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-2002-1064 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF EXCLUSION ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECO'S (IF TAXABLE VALUE RELATIONSHIP TO DECO & DATE OF TRANSFER. NO. ATTACH COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE) 1 Glenbr=k Life Annuity Contract 5,017.41 #GA0586824, Frank E. Weaver, son, beneficiary TOTAL (Also enter on line 7, Recapitulation) $ 5,017.41 7 CPA01 NTF 10910 (If more space is needed, insert additional sheets of the same size) Copyrigh1 Forms Software Only, 1997 Nelco, Inc. REV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles J. Weaver SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2002-1064 Debts of decedent must be reDorted on Schedule I. ITEM NO. A. FUNERAL EXPENSES: DESCRIPTION AMOUNT 1 Fc:gelsanger-Bricker Funeral Horne 5,520.20 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number{s)/EIN No. of Personal Representative(s) Street Address City State 0.00 Zip Year(s) Commission Paid: 2. 3. Attorney Fees Name: Weigle & Associates, P. c. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4,644.95 0.00 City Relationship of Claimant to Decedent State Zip 4. Probate Fees 237.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 See Schedule attached Total from continuation page (s) 413.43 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 10,815.58 7 CPA11 NTF 10911 Copyright Forms Software Only, 1997 Nelco, Inc, Estate of: Charles J. Weaver SCHEDULE H, PART B -- Administrative Costs Item No. Description 7 News ChrDnicle - advertising Letters Testamentary 8 Cuml:erland Law Journal - advertising Letters Testamentary 9 F & M Trust - account verification fee 10 Postmaster - certified mailing to Department of Public Welfare 11 Dennis L. Gotshall, Auctioneer - appraisal of personal property 12 Register of Wills, Cuml:erland County - filing PA Inheritance Tax Return 13 Register of Wills, Cuml:erland County - filing First and Final Account 14 Weigle & Associates, P.C. - reirribursement for postage, xerox copies, and long distance telephone calls 15 Linda K. Klein - notary fee TOTAL. (Carry forward to main schedule) . . . . . . Page 2 21-2002-1064 Arrount 93.26 75.00 10.00 4.42 15.00 15.00 150.00 35.75 15.00 413 .43 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles J. Weaver Include unreimbursed medical expenses. ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2002-1064 DESCRIPTION 1 Farmers National Bank of Newville Checking Account #17-648-6, checks clearing after date of death 2 Patriot Federal Credit Union Share Account #61630, membership fee withheld at closing of account 3 Chambersburg AlS/West Shore EMS - ambulance calls, June and July 4 CUmberland Valley EMS - ambulance call, September 5 Central Manor Medical Group - 11/15/02 statement 6 Thelma G. Weaver - one-half proceeds of 08/13/02 public sale as agreed upon 7 Sprint - regular service final billing 8 Sprint - long distance service final billing 9 Verizon - wireless service final billing 10 Carlisle Regional Medical Center - 12/16/02 statement 11 Chambersburg AlS/West Shore EMS - 09/23/02 ambulance call AMOUNT 898.16 5.00 916.20 58.38 28.02 357.66 8.24 12.73 45.23 812.00 455.99 7 CPA12 NTF 10912 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Copyright Forms Sottware Only, 1997 Nelco, Inc. 3,597.61 REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Charles J. Weaver 21-2002-1064 RELATIONSHIP TO DECEDENT AMOUNT OR No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) See Schedule attached ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 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 None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 7 CPA13 NTF 10913 (If more space is needed, insert additional sheets of the same size) Copyright Forms SoHware Only, 1997 Nelco, Inc. Estate of: Charles J. Weaver SGlEDULE J, Part 1 -- Taxable Distributions Item No. Name and Address of Beneficiary 1 Frank E. Weaver 3150 Ritner Highway Newville, PA 17241 2 Ruth Arm Cohick 1108 Greenspring Road Newville, PA 17241 3 Ralph G. Weaver 11 Lebo Road Carlisle, PA 17013 4 Jean E. Martin a/k/a Jeannie E. Swei 61 Regency Woods N. Carlisle, PA 17013 5 Betty Marie Reeder 7327 Olde Scotland Road Shippensburg, PA 17257 6 Rayrrond C. Weaver 1106 Greenspring Road Newville, PA 17241 7 Rose Mary Weaver a/k/a Rose M. Crare 6616 Carlisle Pike Mechanicsburg, PA 17050 Relationship Son Daughter Son Daughter Daughter Son Daughter Page 2 21-2002-1064 Atrount 21,962.73 6,920.53 6,920.53 6,920.53 6,920.52 6,920.52 6,920.52 II I' LAST WILL AND TESTAMENT I, CHARLES 1. WEAVER, of 63 Vine Street, Newville, Cumberland County, Pennsylvania, 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, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, in equal shares, to my children, FRANK E. WEAVER, RUTH ANN COHICK, RALPH G. WEAVER, JEAN E. MARTIN, BETTY MARIE REEDER, RAYMOND C. WEAVER, AND ROSE MARY WEAVER. THIRD. In the event my said children should predecease me or is not living on the thirtieth (30th) day following my death, I then give, devise and bequeath my said estate to his or her children, on a per stirpes distribution basis. FOURTH. In the event that any beneficiary of this my Last Will and Testament is under the age of eighteen (18) 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, FARMERS NATIONAL BANK OF NEWVILLE, AS TRUSTEE, NEVERTHELESS, to invest and re-invest the same until the said beneficiary reaches the age of eighteen (18) years, with the following powers in addition to those presently given by law: c--R:.~,rt, ~~,. () (SEAL ) MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW _ 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 1\ A. The power 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 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. D. The power and obligation to distribute the balance of principal and interest, if any remaining, when the said beneficiary reaches the age of eighteen (18) 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; FIFTH. I nominate, constitute and appoint my children, FRANK J . WEAVER AND RUm ANN COHICK, or the survivor thereof to be the Co-executors, of this my Last Will and Testament. SIXTH. I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, CHARLES J. WEAVER, have hereunto set my hand and seal to this my Last Will and Testament, written on two pages, the first page signed for identification only, this :l 7 .. day of evp-.-..-P ,1998. ~Jla./f: ~_(SEAL) MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW - 126 EAST KING STREET - 5HIPPENSBURG. PA 17257-1397 1\ I Tbis instrument was by the Testator, on the date hereof, signed, published and declared by CHARLES J. WEAVER, to be my 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. c;,.d - A7 d~--- ~ i!.ldld COMMONWEALTH OF PENNSYL V ANlA SS. COUNTY OF CUMBERLAND I, CHARLES J. WEAVER, 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. C--J2~-'Z If, ~~~-1 Sworn or affirmed to and acknowledged before me by CHARLop/S J. AVER, the Testator this1-~day of , 998. , MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND , ra ' /7 Ulffr ' We,&~ ~ cd~d 'C1l~t.J'G1 zd , 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 CHARLES 1. WEAVER, 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. ~ ~c:r;~. ~~- --<.../. ~ cftw~ . ;1j%i~<. witnesse~lPhis --z.. of ~.A-'< ,1998. ( q. ,---- NOTARIAL SEAl I Jony A. Weigle. HolaIY PubIlc ; SllipjlenSbuIV. PA Cumbe/lIIId Cou~ L l\ily Co.!!:'1llsSlon ExplI88 J 31. 1998 MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW _ 12.6 EAST KING STREET - SHIPPENSBURG, PA 17257.1397 ~ FARMERS NATIONAL BANK \ ilf.tE\'Jf.U \\,'It OF NEWVILLE ADivisionofAdrlmsCowltyNationa!&mk .,., 'I).\m'ir ~ L . November 7, 2002 Jerry A. Weigle, Esquire WEIGLE & ASSOCIATES, P,G. 126 East King Street Shippensburg, PA 17257 RE: Estate of Charles J.Weaver Dear Mr. Weigle: Mr. Weaver had the following accounts with this bank which were in his name alone - Savings #9627871 opened 10{15{96 with a balance as of October 16, 2002 of $15,140.92 plus $10.88 accrued interest; and Checking account #17-648-6 opened 10{15{96 with 10{16{02 balance of $2,189.67; this account was non-interest bearing. Mr. Weav~ also had a certificate of deposit #49912037 which was joint with Frank E. Weaver. This certificate was opened 4{27{01 for $20,000.00, which is still the face amount. There is $49.59 accrued interest as of 10/16/02. Sincerely yours, ~ ~7j ./ ~ ~ Carolyn H. Kough Executive Vice President PO. Eo)': {)A 1'/241 " (717) TI6..531? FEDERAL C[{EDIT UNION November 13,2002 ''RfCEIVEonFC '" 52JJD2 Mr. Jeny A. Weigle, Esquire Weigle & Associates, P.C. 126 E. King 5t. Shippensburg, PA 17257 RE: Charles J. Weaver, Dcceased Account #61630 Dear Mr. Weigle: I am writing in response to your request for date of death values on the above referenced account. Account Ownership Date of Death Accrued Interest 61630 Princioal Prime Share (00), Charles J. Weaver $333.96 $.16 Ooened 3-11-65 If you have any questions with regard to the above balances, or need additional information, please feel free to contact me at 263-4444, extension 4256. Sincerely, /i . 11 ! C{)..Jftc. fill mtj;>~')1aj,j Carla M. Heckman Administrative Secretary 800 Wayne Avenue, Chambersburg, PA' (717) 263-4444. Mailing Address: P.O. Box 778, Chambersburg. PA 1720]-0778 Qf.CEIVEO "O~ 1 q 2002 TRUST November 18, 2002 Weigle & Associates P.C. Attorneys at Law 126 East King Street Shippensburg, PA 17257 RE: . CHARLES J. WEAVER Gentlemen: In reference to the above customer, our records show the enclosed information to be accurate. Our researching fee for the information we have provided is $ 10.00. Please send your remittance to the following address: Farmers and Merchants Trust Company ATTN Stacey Stenger 20 South Main Street Chambersburg, PA 17201-0819 If I may be of any further assistance, please contact me. Sincerely, ffil~(A- (L l:tV({)2~ Stace . Stenger \J Operat ons Clerk III f}"'J-' uil' 1" (" IJJ.1.J. ,",0.: "- '"c~ d~ t P.O. Box 6010, CHAMBERSBURG, PA 17201-6010 Phone 717-264-6116 . Toll-Free 888-264-6116 . Fax 717-264-3415 RE: CHARLES J. WEAVER DATE OF DEATH 10-16-2002 ACCOUNT INFORMATION ~CHECKING SAFE DEPOSIT SAVINGS ___CERTIFICATE OF DEPOSIT SHARES OF STOCK NAME(S) ON ACCOUNT CHARLES J. WEAVER --------------------------------------------------------------- ACCOUNT INFORMATION CHECKING SAFE DEPOSIT SAVINGS X___CERTIFICATE OF DEPOSIT SHARES OF STOCK ------------------------------------------------------------------ JAN-07-2003 11: 48 PNCBANK CIF DEPARTMENT 412 705 0057 P.01/01 aPNCBAN< January 7, 2003 Jerry A. Weigle, Esquire 126 East King Street Shippcnsburg, P A i7257 RE: Estate of Charles J. Weaver, deceased SSN: 184-12-3755 DOD: 10116/2002 Dear Mr. Weigle: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit Account #21001053786 Established 12/13/1994 CHARLES J WEAVER DOD balance: $20,000.00 + SI1.50 accrued interest For Brokerage wonnation, please call 1-800-762-6111. INV #86492363 Please note that this office only provides date of death balances for deposit accounts (lRAs, CDs, Checking and Savings accounts). We do not proCell. aay finaacial traasactioa. or provide statemeots. 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, ~uJ.1l.h- Rachelle Well. 1-800-762-1775 P7.PFSC-04-F 500 first Ave. Pirtsbu'llnPA 15119 Member FDIC APPRAISAL OF PERSONAL PROPERTY OF THE ESTATE OF CHARLES J. WEAVER. OUTLOOK POINTE. SIDPPENSBURG. PA ON NOVEMBER 4. 2002: Common vanity light $ 8.00 Pride Mobility Products "Victory" invalid scooter $1,200.00 Single mattress & box springs with frame $ 40.00 Crosley dehumidifier (like new) $ 65.00 Upholstered chair (shows wear) $ 3.00 TOTAL: $1,316.00 APPRAISL A'U ./~.~ . Dennis 1. Gotshall, Auctioneer/Prop. Dan Hershey Auctioneering Service PA Lie. #AU-002306-L 3 Brown Road Shippensburg, P A 17257 ~..~ Allstate. Glenbrook Life and Annuity Company PO Box 94042 Palatine IL 60094.4042 Telephone: 1-800-755-5275 Fax: 1-847-402-5313 1".111."1,,1,1,1.1,1,.,11,,1,.,,11,,1,1,1.1,,,1,11 CHARLES J WEAVER 129 WALNUT BOTTOM RD SHIPPENSBURG PA 17257-8125 January 6, 2003 J>:::': ';P;:<;h:ri!:iih\~hj~; i; ,J::'::ri<Y'D';/ ,"';>'; '. ::~~' ';'i,:;;,;",:"!;;~pJr;\\'i'~jW ;';~!V\i;,t:t; 'S' ",\:8i:tJoI -':".U Cl"r:"AII!'ll""",t ve, '.",h\"":" ,-,*,' ,\1 .,.,,,,,',3""";; ,iG<(,.h\J~\::'<;:<'0i;"\,:;)IFt{h :>:j:'>A>>'"',,,', ': ,;;\";;,\;:)\0';}"$'>;. . >;/: KIM MILLS PNC INSURANCE SI;RVICES, INC 620 LIBERTY AVE, 26TH FL PITTSBURGH PA 15222-2722 (724)327-4523 Allstate.. Advantage Plus Annuity Statement # GA0586824 Beginning Account Balance 10/06/02 ,................................................. $ 5,010.71 Withdrawals $ 40.85 Interest Earned 10/06/02 thru 01/06/03 ................................................... $ 61.65 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 5,031.51 Current Rate Fund Value 5.00% $ 5,031.51 New effective annual rates lor each fund will be determined when the current guarantee expires. " you have any questions concerning your annuity please contact your representative at your financial institution. Glenbrook Life and Annuity Company issues fixed and SEC-registered insurance products. SEC-registered insurance products are underwritten by ALFS, Inc. Both Glenbrook Lile and ALFS are wholly owned subsidiaries 01 Allstate Lile Insurance Company. II'''''. .'f, _! .l~ B14GYAWJ.NOl l"_,<<lV"'WJB'~YAWJOOOOO OOB8 i ~3 ~ ,; ; j: ,.~... r~ I~ ~ ~ ~ ~ ',. ,~ ~ ~ l ~I a ~ ~ p ~ w a ; ~:~a I ~~~ ` o '' '~ ~~I[ i ~ ~~ CC ~~~lf9JY1 '~"., ~:~ 2 ,r ~ "~ r , ,Z ~ ,~ ,, C'; ~~ ~~^ ~~~ '~ ~a •'r ~' w- ~.. U ~ :. i;/j lil ~, n ~ I~ ~ 3 ~ ~ ~~"+ ~ N M ~ a~ ~ ~ ~° a ~ ~~ ~ ~w ~o .~ ~ ~ ~ a a a ~ ~ ~ W ~~ G O U TJ cd rl N U r-I r--I .~ 4-1 O N ~ ~ ~ O ~ ~ ~ +~ •r-I ~ bD ~ N O Pi U Cam: CZ "~ O M O n Qi W 4J r-I .~ r--I ~d U ....~ ~;; ~ I'.~ I'.~ :Gg j:~ ...r ~;;;1 '~.. .r..~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: WEIGLE JERRY A 126 E KING STREET SHIPPENSBURG, PA 17257 REV-1162 EX(11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003630 ACN ASSESSMENT AMOUNT CONTROL NUMBER fold _:,.. ESTATE INFORMATION: ssrv: is4-12-3755 FILE NUMBER: 2102-1064 DECEDENT NAME: WEAVER CHARLES J DATE OF PAYMENT: 03/03/2004 POSTMARK DATE: 03/02/2004 couNTY: CUMBERLAND DATE OF DEATH: 1 0/ 1 6/2002 REMARKS: RUTH ANN COHECK SEAL CHECK#110 101 ~ 52.95 TOTAL AMOUNT PAID: 52.95 INITIALS: AC RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES [HHERZTAHCE TAX DTVTSZOH DEPT. 180601 HARRISBURG, PA 17128-0601 JERRY A WEIGLE ESQ WEIGLE & ASSOCS 126 E KING ST SHIPPENSBURG COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX Re,.~ ~ ~- " DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 03-01-2004 WEAVER 10-16-2002 11 02-1064 CUHBERLAND 101 Amount REV-1S47 E~ &FP (01-05) CHARLES J HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOT/CE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF WEAVER CHARLES J FILE NO. 21 02-1064 ACN 101 DATE 03-01-2004 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A} (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~nership Zntares~ (Schedule C) ($) ~. Hor~gagas/Notes Receivable (Schedule D) 5. Cash/Bank Deposi~s/Nisc. Parsoflal Proper~y (Schedule E) 6. Jointly O~ad Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expanses/Ada. Costs/Hisc. Expanses (Schedule H) (9) 10. Debts/Not'gage Liebili(ies/Lians (Schedule Z) (10) 11. To,al Deductions 12. Ne~ Value of Tax Re~urn 62a856.87 10a024.79 5~017.41 (8) .00 NOTE: To insure proper · O0 credi~ to your account, .00 subm/t ~ha upper portion .00 of ~his form w/~h your ~ax payment. 77,899.07 10,815.58 3~597.61 (11) (12) 63,485.88 15. 1~. NOTE: TAX CREDITS: PAYMENT DATE 01-10-2003 01-14-2004 reflect figures that lnclude the total of ALL returns assessed to date. ASSESSHENT OF TAX: O0 x O0 15. Amoun~ of L/ne 1~ a~ Spousal ra~e (15) · = 16. Amoun~ of Line lfi ~axable a~ Lineal/Class A ra~e (16) 63,485.88 X 045 = 17. Amoun~ of L/ne lq a~ Sibl/ng ra~e (17) .00 X ~2 = 18. Amoun~ of L/ne 1~ ~axable a~ Collateral/Class B ra~e (18). .00 X 15 = 19. Princ/pal Tax Due (19)= RECEIPT DISCOUNT NUHBER INTEREST/PEN PAID (-) CD002038 136.84 CD003436 .00 Char/~able/Governman~al Bequests; Hon-elec*ed 9115 Trusts (Schedule J) (15) .00 Ne~ Value of Estate Sub~ec~ ~:o Tax (lq) 63,485.88 If an assessment was issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 w111 BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-15-2004 ANOUNT PAID 2,600.00 1ZO.OZ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 2,856.86 .00 .00 2,856.86 2,856.86 .00 2.95 2.95 ( ~F TOTAL DUE 1S LESS THAN $1, NO PAYHENT ZS REQUIRED. ~F TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) BUREAU OF TNDTVZDUAL TAXES INHERITANCE TAX DIVISION DEPT. ?.8060! HARRt*SBURG., PA !717-8-0601 JERRY A WEZGLE ESQ WEZGLE & ASSOCS 126 E KING ST SHZPPENSBURG COHHON#EALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE ZNHERZTANCE TAX ~ STATEHENT OF ACCOUNT ? '~ ~ DATE 0~-29-200~ ESTATE OF NEAVER CHARLES d DATE OF DEATH 10-16-2002 COUNTY CUN~ERLAND ACN 101 HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credAt to your account, subeit the upper portAon of this fore with your tax Peyeent K~V-1607 EX'~"~'~ .................. L~_~#ER PORTION FOR ' ! 03) ~w~ ! ................. YOUR RECORDS NHERZTANCE TAX STAT-&~'*;-=-~-=~, ........ __"~__ E.-,~n~ uP ACCOUNT ~ ..................... ESTATE OF WEAVER CHARLES d FILE N0.21 02-106~ ACN 101 DATE 0_0_0_0~-~9~0~ THZS STATENENT ZS PROVIDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTA~ ~HONN BELON ZS A SUHNARY OF THE PRINCIPAL TAX DUE, APPLZCATZON OF ALL PAYNENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED 'INTEREST FZGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTMENT: 05-02-200~ PRINCIPAL TAX DUE: PAYHENTS (TAX CREDITS): PAYNENT DATE 01-10-2005 01-1~-200~ 03-02-200~ RECEIPT NUHBER CD002058 CD005~$6 CD005650 DISCOUNT (+)- INTEREST/PEN PAID (-) 156.8q .00 2.95- AHOUNT PAID 2,600.00 120.02 2.95 2,856.86 ZF PA'ID AFTER TH'IS DATE, SEE REVERSE S'IDE FOR CALCULATZON OF ADDZTZONAL .INTEREST. ( 'IF TOTAL DUE 'IS LESS THAN $1, NO PAYNENT 'IS REQU'IRED. TOTAL TAX CREDIT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE ZF TOTAL DUE 'IS REFLECTED AS A "CRED'IT.. (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR .INSTRUCT.IONS. 2,856.86 .00 .00 .00 pAyMENT: Detach the top portion of this Not[Ce and submit with ~our payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF MILLS, AGENT- -- If NON-RESIDENT DECEDENT make check or money order payable to: COMHON#EALTH OF PENNSYLVANIA- REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may bm requested bY completing an .Application for Refund of pennsyLVania inheritance and Estate Tax" (RE¥-L3L3)- AppliCations are available at the Office of the Register of MilLs, any of the Z3 RevenUe District Offices or from the Department's zq-hour answering serviCe for formS ordering: L-BO0-36Z-Z050; services for taxpayers with speC[aL hearing and / or speaking needs: L-BOO-qq7-$OZO (TT onLY). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of RevenUe, Bureau of Individual Taxes, ATTN: Post AsseSsment Review Unit, Dept. 280601, HarriSburg, PA 171ZB-O60L, phone (717) 757-6505. [f any tax due is paid within three (5) calendar months after the decadent'S death, a five percent (BI) discount DISCOUNT: of the tax paid ts allowed. PENALTY: The 15X tax amnesty non-partiCipation penalty is computed on the total oF the tax and interest assessed, and not paid before JanUary 18, L996, the first day after the and of the tax amneStY period. INTEREST: [nterest ts charged beginning with first day of del[nquanCY, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before JanUary L, LgSZ bear interest at the rate of AlL taxes which became delinquent on and after slx (6Z) percent per annum calculated at a daiLY rate of .00016q. that rate January 1, 19BZ will bear interest at a rate which will vary from calendar year to calendar year with The applicable interest rates for I98Z through ZOOq ara: Interest Daily announced by the PA Department of Revenue- Interest Daily Rate Factor · ---- '---"'-- .o00Zq7 IntereSt Daily Rate Factor year ,---- _.------ ZOO1 Year Rate Factor year 9X .---- __.__._- -- -- 1988-1991 llZ .000301 1982 ZOZ .O00SqB .O00Zq7 ZOOZ 62 .00016q 1983 16Z .OOOq3B 199Z 9Z 5Z .O00L~7 19Bq 112 .000301 1993o1994 7Z .OO019Z 2003 1985 L3Z .000356 L995-1995 9Z .o00Zq7 ZOOq qZ .000110 L986 lOX .OOOZ7~ 1999 7Z .O00LgZ 1957 9X .O00Zq7 ZOO0 BX .000Z19 --interest is calculated as foLLOWS: INTEREST = BALANCE OF TAX UNPAID X NURBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any NotiCe issued after the tax becomes delinquent Will reflect an interest caLculatiOn to fifteen (15) days beyond the date of the assessment- If payment is made after the interest computation date shown on the Notice, additional interest must be calculated- ESTATE OF CHARLES J. WEAVER File No. 21-02-1064 FAMILY SETTLEMENT AGREEMENT THIS AGREEMENT made this ~day of ~ BETWEEN: FRANK E. WEAVER, RUTH ANN COHICK, ~,~ , 20~4r& RALPH G. WEAVER, JEAN E. MARTIN aJk/a JEANNIE E. SWEITZER, BETTY MARIE REEDER, RAYMOND C. WEAVER, and ROSE MARY WEA ~Y-F~ a/k/a. ROSE CROMER, being the legatees under the Last Will and Testament 6f Charle~,,J. Weaver, -rD late of the Township of Shippensburg, Cumberland County, PennsylVania; AND FRANK E. WEAVER and RUTH A. COHICK, Co-ExecutorS of the L~tate under the Last Will and Testament of Charles J. Weaver, deceased; WHEREAS, Charles J. Weaver died October 16, 2002, testate, and under his Will left his estate to the parties herein; and WHEREAS, Letters Testamentary were granted to Frank E. Weaver and Ruth A. Cohick on November 26, 2002, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, all assets of the late Charles J. Weaver have been liquidated or distributed and all his debts paid in full, and further the period of four months having been terminated since the first advertisement of the issuance of Letters to the said WEIGLE & ASSOCIATES, P.C. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 Co-Executors, the said parties hereto desire to waive the duty of the Co-Executors to file a First and Final Account with Proposed Schedule of Distribution for purposes of confirmation by the Court of Common Pleas of Cumberland County, Orphan's Court Division, AND FURTHER desire that a Family Settlement Agreement be executed, which Family Settlement will be duly recorded among the deed records in and for Cumberland County. NOW, THEREFORE, WITNESSETH, that the parties hereto, in consideration of the premises above stated, and of the Accounting and Proposed Schedule of Distribution attached hereto and made a part hereof, and the receipt of their distributive shares as therein shown, do mutually bind themselves to the said Distribution and Accounting as set forth and further mutually release Frank E. Weaver and Ruth A. Cohick, Co- Executors, from all claims and demands whatsoever arising out of settlement of the Estate of Charles J. Weaver. The parties hereto do further agree that should any liability come due to the estate of the said decedent after the signing of this agreement, we do hereby covenant and agree with the aforesaid personal representatives that we will contribute pro rata our share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representatives after the signing, sealing and delivery of this family settlement agreement and final release. WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257~1397 IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the day and year first above written. WITNESS: Frank E. Weaver R~h Ann Cohick (SEAL) '~~~. A.~~/.~J.~ (SEAL) R~h~: ~av-er~ ie E. Sweitzer BetW M~e ~eeder l~ose Mary Weaver a/k/a Rose M. Cromer (SEAL) WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND _! On this, the F~~ day of , 2004, before me, the undersigned officer, personally appeared FRANK E. WEAVER, RUTH ANN COHICK, RALPH G. WEAVER, JEAN E. MARTIN a/k/a JEANNIE E. SWEITZER, BETTY MARIE REEDER, RAYMOND C. WEAVER, and ROSE MARY WEAVER aJk/a ROSE M. CROMER, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. NOTARIAL SEAL Jerry A. Weigle, Notary Shippensburg, PA Cumberland County My Commission Expires October 7, 2006 WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 CO-EXECUTORS' ACCOUNT FIRST AND FINAL ACCOUNT OF FRANK E. WEAVER AND RUTH A. COHICK, CO-EXECUTORS FOR ESTATE OF CHARLES J. WEAVER, DECEASED Date of Death: Date of Co-Executors' Appointment: Dates of Advertisement of Letters: News Chronicle Cumberland Law Journal Accounting for the Period: October 16, 2002 November 26, 2002 December 6, 13, 20, 2002 December 20, 27, 2002, January 3, 2003 November 26, 2002, to April 15, 2004 Purpose of Account: Frank E. Weaver and Ruth A. Cohick, Co-Executors, offer this account to acquaint interested parties with the transactions that have occurred during their administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Jerry A. Weigle, Esquire Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 717-532-7388 WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 SUMVFLRY OF ACCOUNT Estate of Charles J. Weaver For Period 10/16/01 Through 4/15/04 Proposed Distribution to Beneficiaries Page 13-15 Fiduciary Acquisition Value $72,793.44 Principal Receipts Net Gain (or Loss) on Sales or Other Dispositions Other Receipts Less Disbursements: Administration Expenses (Prin) Fees and Conraissions (Prin) Funeral Expenses (Prin) Other Expenses (Prin) Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand Ino2xne Receipts Less Disbursements: Income Taxes Balance before Distributions Distributions to Beneficiaries Incc~e Balance on Hand Combined Balance on Hand 1-2 3 4 4 4 5 6 7 8-11 12 $3,322.90 4,644.95 5,520.20 3,597.61 $91,487.45 58.69 0.00 $91,546.14 17,085.66 $74,460.48 5,076.10 $69,384.38 $ 3,474.19 65.13 $ 3,409.06 0.00 $ 3,409.06 $72,793.44 RECEIPTS OF PRINCIPAL Estate of Charles J. Weaver As of 4/15/04 Page 1 Assets Listed in Inventory (Valued as of date of death) Cash on Hand Check on hand at date of death from PNCBank, dated 10/13/02, interest check on certificate of deposit #21001053786 Checking Accounts Farmers National Bank of Newville #17-648-6 F & M Trust Checking Account #33-28309 $0.19 Accrued Interest Savings A~counts Farmers National Bank of Newville #9627871 $10.88 Accrued Interest Patriot Federal Credit Union Share Account #61630 $0.16 Accrued Interest Certificates of Deposit Farmers National Bank of Newville #49912037 opened 04/27/01, joint with Frank E. Weaver, son $49.59 Accrued Interest F & M Trust Certificate of Deposit #015-2961103 $64.43 Accrued Interest PNC Bank Certificate of Deposit #21001053786 $11.50 Accrued Interest Misc. Personal Property Personal property at appraised values $ 2,189.67 1,386.00 $ 15,151.80 334.12 $ 20,049.59 20,064.43 20,011.50 Fiduciary Acquisition Value $ 115.07 3,575.67 15,485.92 60,125.52 1,316.00 RECEIPTS OF PRINCIPAL Estate of Charles J. Weaver As of 4/15/04 Page 2 Assets Listed in Inventory (Valued as of date of death) Refunds Blue Cross/Blue Shield - benefit dated 10/15/02 Contrast Cable - refund dated 11/06/02 TV Guide - refund dated 11/12/02 Outlook Pointe - refund dated 10/31/02 Verizon - refund dated 01/27/03 U. S. Treasury - 2002 federal inccme tax refund received 05/20/03 Blue Cross/Blue Shield - benefit dated 05/19/03 Miscellaneous Property Glenbrook Life Annuity Contract #GA0586824, Frank E. Weaver beneficiary Glenbrook Life Annuity distributions 10/21/02 ($20.76) and 11/20/02 ($20.09) Federal 5~loloyees' Group Life Insurance - proceeds 01/07/03 $ 58.38 27.56 108.28 1,611.12 35.64 434.00 13.30 $ 5,017.41 40.85 3,522.73 Fiduciary Acquisition Value $ 2,288.28 8,580.99 TOTAL INVENTORY $ 91,487.45 GAINS ANDLOSSESONSAT,W.q OR OTHERDIS~ITIONS Estate of Charles J. Weaver For Period l0/16/01 Through 4/15/04 03/17/03 Glenbrook Life annuity liquidated Net Proceeds Fiduciary Acquisition Value Net Gain Net Gain $ 5,076.10 5,017.41 $ 58.69 $ 58.69 Page 3 Loss DISBURSS~XrfSOF PRINCIPAL Estate of Charles J. Weaver For Period 10/16/01 Through 4/15/04 Page 4 ~z~ninistration Expenses (Prin) 12/09/02 Register of Wills, Cumberland County - Letters Testamentary and Short Certificates 12/09/02 12/09/02 Cumberland Law Journal - advertising Letters Testamentary F & M Trust - account verification fee 12/09/02 Postmaster - certified mailing to Department of Public Welfare 12/09/02 01/09/03 01/31/03 Ol/O8/O4 Dennis L. Gotshall, Auctioneer - appraisal of personal property Register of Wills, Cumberland County - PA Inheritance Tax payment at discount News Chronicle - advertising Letters Testamentary Register of Wills, Cumberland County - filing PA Inheritance Tax Return 01/08/04 Register of Wills, Cumberland County - PA Inheritance Tax balance due 03/02/04 Register of Wills, Cumberland County - PA Inheritance Tax interest onbalance owed 04/15/04 04/15/04 04/15/04 Register of Wills, Cumberland County - filing Family Settlement Agreement Weigle &Associates, P.C. - reimbursement for postage, xerox copies, and long distance telelphone calls Linda K. Klein - notary fee Fees and Cc~missions (Prin) 01/08/04 Weigle &Associates, P.C. - attorney fee Funeral Expenses (Prin) 12/09/02 Fogelsanger-Bricker Funeral Home $ 237.00 75.00 10.00 4.42 15.00 2,600.00 93.26 15.00 120.02 2.95 100.00 35.75 14.50 3,322.90 4,644.95 5,520.20 DISB~S OF PRINCIPAL Estate of Charles J. Weaver For Period 10/16/01 Through 4/15/04 Page 5 Other Expenses (Prin) 12/06/02 Farmers National Bank of Newville Checking Account #17-648-6, checks clearing after date of death 12/09/02 12/09/02 12/09/02 ChambersburgALS/West Shore 5~S - ambulance calls, June and July Cumberland Valley~S - ambulance call, September Central Manor Medical Group - 11/15/02 statement 12/10/02 12/10/02 12/13/02 Thelma G. Weaver - one-half proceeds of 08/13/02 public sale as agreed upon Sprint - regular service final billing Patriot Federal Credit Union Share Account #61630, membership fee withheld at closing of account 12/16/02 01/08/03 01/08/03 Sprint - longdistance service final billing Verizon - wireless service final billing Carlisle Regional Medical Center - 12/16/02 statement 05/20/03 ChambersburgALS/WestShore ~4S - 09/23/02 ambulance call TOTAL DISBURSEMENTS OF PRINCIPAL $ 898.16 916.20 58.38 28.02 357.66 8.24 5.00 12.73 45.23 812.00 455.99 $ 3,597.61 $ 17,085.66 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Estate of Charles J. Weaver For Period 10/16/01 Through 4/15/04 Page 6 To: Frank E. Weaver Glenbrook Life Annuityproceeds 03/17/03 Cash $ 5,076.10 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 5,076.10 PRINCIPAL BALANCE ON HAND Estate of Charles J. Weaver As of 4/15/04 Page 7 Checking Accounts F & M Trust Estate Checking Account #10-75012 Misc. Personal Property Personal property at appraised values Less: Income balance on hand PRINCIPAL BALANCE ON HAND Current Value $ 71,477.44 1,316.00 $ 72,793.44 3,409.06 $ 69,384.38 Carrying Value $ 71,477.44 1,316.00 $ 72,793.44 3,409.06 $ 69,384.38 RECEIPTS OF INCOME Estate of Charles J. Weaver For Period l0/16/01 Through 4/15/04 Page 8 Interest F & M Trust Checking Account 12/06/02 interest date of death to closing F & M Trust Estate Checking Account 12/31/02 interest 01/31/03 interest 02/28/03 interest 03/31/03 interest 04/30/03 interest 05/31/03 interest 06/30/03 interest 07/31/03 interest 08/29/03 interest 09/30/03 interest 10/31/03 interest 11/30/03 interest 12/31/03 interest 01/30/04 interest 02/27/04 interest 03/31/04 interest Farmers National Bank of Newville 12/06/02 interest date of death to closing Patriot Federal Credit Union 12/13/02 interest date of death to closing $ 0.50 2 83 4 16 3 68 4 10 4 04 4 26 4 17 3 16 3 12 3 03 3 24 3 14 3 28 2.60 2.19 2.57 53.57 $ 33.37 0.50 RECEIPTS OF INCOME Estate of Charles J. Weaver For Period 10/16/01 Through 4/15/04 Page 9 Farmers National Bank of Newville 10/27/02 interest 11/27/02 interest 12/27/02 interest 01/27/03 interest 02/27/03 interest 03/27/03 interest 04/27/03 interest 05/27/03 interest 06/27/03 interest 07/27/03 interest 08/27/03 interest 09/27/03 interest 10/27/03 interest 11/27/03 interest 12/27/03 interest 01/27/04 interest 02/27/04 interest 03/27/04 interest 04/06/04 final interest F & M Trust Certificate of Deposit 10/28/02 interest 11/26/02 interest 12/26/02 interest 28.64 40.77 39.45 40.77 40.76 36.83 40.76 39.46 40.76 39.45 40.77 40.77 39.45 40.77 39.45 40.67 40.66 38.03 13.12 721.34 27.62 95.20 31.23 RECEIPTS OF INCOME Estate of Charles J. Weaver For Period 10/16/01 Through 4/15/04 Page 10 01/27/03 interest 02/26/03 interest 03/27/03 interest 04/28/03 interest 05/27/03 interest 06/26/03 interest 07/28/03 interest 08/26/03 interest 09/26/03 interest 10/27/03 interest 11/26/03 interest 12/26/03 interest 01/26/04 interest 02/26/04 interest 03/26/04 interest 03/30/04 final interest PNC Bank Certificate of Deposit 11/13/02 interest 12/13/02 interest 01/13/03 interest 02/13/03 interest 03/13/03 interest 04/13/03 interest 05/13/03 interest $ 32.27 32.27 29.15 32.27 31.23 32.27 31.23 32.27 32.27 31.23 32.27 31.23 32.27 32.27 30.19 4.22 632.96 $ 107.40 115.07 118.90 118.91 107.40 118.90 115.07 RECEIPTS OF INCOME Estate of Charles J. Weaver For Period 10/16/01 Through 4/15/04 Page 11 06/13/03 interest 07/13/03 interest 08/13/03 interest 09/13/03 interest 10/13/03 interest 11/13/03 interest 12/13/03 interest 01/13/04 interest 02/13/04 interest 03/13/04 interest 03/30/04 final interest Total Interest TOTAL RECEIPTS OF INOOME 118.90 115.07 118.91 118.90 115.07 118.90 115.07 118.77 118.58 110.93 61.20 2,031.95 $ 3,474.19 $ 3,474.19 DISBURSemENTS OF INCOME Estate of Charles J. Weaver For Period 10/16/01 Through 4/15/04 Page 12 Income Taxes 03/03/04 PA Department of Revenue - 2003 PA41 fiduciary income tax TOTAL DISB~S OF INCOME $ 65.13 $ 65.13 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Estate of Charles J. Weaver For Period l0/16/01 Through 4/15/04 Page 13 To: Frank E. Weaver Cash 4/15/04 The beneficiary will receive a 14.2858% interest in the estate's residue, representing a portion of the following assets: Cash Personal property at appraised valu Current balance $1,316.00 Total To: Ruth Ann Cohick Cash 4/15/04 The beneficiary will receive a 14.2857% interest in the estate's residue, representing a portion of the following assets: Cash Personal property at appraised valu Current balance $1,316.00 Total To: Ralph G. Weaver Cash 4/15/04 The beneficiary will receive a 14.2857% interest in the estate's residue, representing a portion of the following assets: Cash Personal property at apPraised valu Current balance $1,316.00 To: Total Jean E. Cash Martin a/k/a Jeannie E. Sweitzer $ 10,211.12 188.00 $ 10,399.12 10,211.05 187.99 $ 10,399.04 10,211.05 187.99 $ 10,399.04 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Estate of Charles J. Weaver For Period 10/16/01 Through 4/15/04 4/15/04 The beneficiary will receive a 14.2857% interest in the estate's residue, representing a portion of the following assets: Cash Personal property at appraised valu Current balance $1,316.00 To: Total Betty Marie Reeder Cash 4/15/04 The beneficiary will receive a 14.2857% interest in the estate's residue, representing a portion of the following assets: Cash Personal property at appraised valu Current balance $1,316.00 To: Total Raymond C. Weaver Cash 4/15/04 The beneficiarywill receive a 14.2857% interest in the estate's residue, representing aportion of the following assets: Cash Personal property at appraised valu Current balance $1,316.00 Total To: Rose MaryWeaver a/k/a Rose M. Cromer Cash Page 14 $ 10,211.05 187.99 $ 10,399.04 10,211.05 187.99 $ 10,399.04 10,211.05 187.99 $ 10,399.04 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Estate of Charles J. Weaver For Period l0/16/01 Through 4/15/04 4/15/04 The beneficiary will receive a 14.2857% interest in the estate's residue, representing a portion of the following assets: Cash Personal property at appraised valu Current balance $1,316.00 Total TOTAL PROPOSED DISTRIBUTIONS TO BENEFICIARIES Page 15 $ 10,211.07 188.05 $ 10,399.12 $ 72,793.44 FRANK E. WEAVER and RUTH A. COHICK, Co-Executors of the Estate of Charles J. Weaver, deceased, hereby declare under oath (penalties of perjury) that they have fully and faithfully discharged the duties of their office; that the foregoing First and Final Account is tree and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to their knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. l~rank E~ Weaver, Co-Executor - Subscribed and swom to by FRANK E.~,W~EAVER, before me this ~ day of 2004. [ Shippensburg, PA Cumbe~:la,qd ~-,¢unty b.~.commission Expires October~ Subscribed and sworn to by RUTH A.~ICK, before me this ~¢¢~.41ay of ~{~,_~ ,2004. ~. Jer~A. WeJgle, Nota~ Pub~ J . ~nLppens~urg, PA Cum~da~qd ~unty J ~y ~mmission ~pires O~ober 7, 2008J WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 REGISTER OF WILLS, CUMBE~ COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: Charles J. Weaver Date of Death: October 16, 2002 Will No. 21-02-1064 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes x No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk 'of the Orphans' Court and may be attached to this ~ ~po~ . rE~ · c~ 3e'rr A. WeY ~i~ ~ y · gle, Esquire Date: Name (Please type or print) WEIGLE & ASSOCIA_TES, _P.C. '126 East King Street Address Shippensburg, PA ,( 717 ) 532-7388 Tel. No. 17257 Capacity: Personal Representative (MAH: rmf/AM3 ) X Counsel for personal representative