HomeMy WebLinkAbout01-1151
Estate of
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
;lJ-(jl-, '~.51
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To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
Social Security No.
Robert E. Weidner
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178-16-0046
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the executors named
in the last will of the above decedent, dated Cod ic il 'NIovem be r 10. 200 ]
and codicil(s) dated N/A
September 4, 2001
(state relevenat circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland
his last family or principal residence at
(South Middleton Township)
County, Pennsylvania, with
15 Otto A venue
Carlisle, Pennsylvania 17013
(list street, number and municipality)
Decedent, then 81 years of age, died December 8, 2001
at 15 Otto A venue Carlisle, Pennsylvania 17013
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: No Exceptions
Decedent 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:
thereon.
Linda M. Shearer
R.D. 1, Box 278L2
New Bloomfield, PA 17068
OATH O}' PERSONAL REPRSENTATIVE
COMMONWEA TLH OF PENNSYL VANIA
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition 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 this 14 th day of
D~c~mber , ;.0 01 . -1-// ~' .
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No. 21-2001-1151
Estate of Robert E. Weidner
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW December 20th, 2001 in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated Cadi ci 1 NclvATtlPr 10,2001, September 4, 2001
described therein be admitted to probate and filed of record as the last will of
Robert E. Weidner
and Letters Testamentary
are hereby granted to Stella M. Finfrock (aka Estella M. Finfrock)
and Linda M. Shearer
FEES
Probate, Letters, Etc. $ 270 . 00
$-/ Short ~e~tificates( 1) $ ~ ':12.0
( COdlCll 10._0
RenuncIatton $
x-Pages (0) $ -0-
JCP T I $ 5. 00
ota_ 297.50
Filed...R.~~.~m~~.~...f0.tD.I..? 0 0 1
Robert G. Frey
ATTORNEY (Sup. Ct. J.D. N .)
5 South Hanover Street
Carlisle, Pennsylvania 17013
ADDRESS
(717) 243-5838
PHONE
46397
Call Attorney Robert G. Frey
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LAST WILL AND TESTAMENT
OF
ROBERT E. WEIDNER
21-2001-1151
I, ROBERT E. WEIDNER, widower, of South Middleton Township (mailing address: 15
Otto A venue, Carlisle, Pennsylvania 17013), Cumberland County, Pennsylvania, being of sound
and disposing mind, memory and understanding, do hereby make, publish and declare this as and
for my Last Will and Testament, hereby revoking and making void any and all \-Vills by me at any
time heretofore made.
1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses
as soon after my death as may be found convenient to do so. I direct that all inheritance, transfer
and succession taxes which may be payable on account of my death shall be paid from the residue
of my estate regardless of whether the assets upon which such taxes are based are included in my
probate estate. I direct that my funeral services be conducted by Ewing Brothers Funeral Home,
630 South Hanover Street, Carlisle, Pennsylvania, in accordance with arrangements which I have
made there and that my body be interred beside that of my wife, Mildred M. Weidner, on our burial
lot located in Westminster Memorial Gardens in North Middleton Township near the Borough of
Carlisle, Pennsylvania.
2. I give and bequeath the sum of One Thousand and no/IOO --- ($1,000.00) --- Dollars to
the official board of First United Methodist Church, 64 East North Street, Carlisle, Pennsylvania, its
successors and assigns, to be used for such purpose as said board shall deem best.
3. All of the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same may be situate, I give, devise and bequeath in equal shares to the following
five persons, their heirs and assigns, provided each of them shall survive me by a period of ninety
(90) days, but should any of them fail to so survive me then the share such deceased person would
have received shall lapse and be added proportionately to the remaining share or shares.
a) Twenty-two (22%) percent to my daughter, Linda M. Shearer, of 90 DeaW Road,
Carlisle, Pennsylvania 17013;
b) Twenty-two (22%) percent to my step-son, Ralph C. Blain, of 1386 Columbus
Court, Henderson, Nevad~ 89014;
c) Twenty-two (22%) percent to my step-daughter-in-law, Norma Blain. wife (lfmy
step-son, Donald M. Blain, of 64 Winchester Gardens, Carlisle, Pennsylvania 17013;
d) Twenty-two (22%) percent to my friend, Stella M. Finfrock, of 15 Otto A venue,
Carlisle, Pennsylvania 17013;
e) Six (6%) percent to my friend, Betty Finfrock, of 195 Goodyear Road, Gardners,
Pennsylvania 17324;
f) Six (6%) percent to my friend, Shirley Bower, of 318 Guernsey Road, Biglerville,
Pennsylvania 17307.
4. I hereby nominate, constitute, and appoint my daughter, Linda M. Shearer, and my
friend, Stella M. Finfrock, and the survivor of them, as co-Executors of this my Last Will and
Testament, and I further direct that neither of them shall be required to post any bond to secure the
faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other
jurisdiction.
IN WITNESS WHEREOF, I hav~ hereunto set my hand and seal to this my Last Will and
Testament, written on one (1) page, this I-f~lay of September, 2001.
~r- L ~~.~.~
Robert E. Weidner
(SEAL)
Signed, sealed, published, and declared by ROBERT E. WEIDNER, the Testator above
named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request,
and in the presence of each other, have hereunto subscribed our names as attesting witnesses.
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REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
21-2001-1151
ROBERT M. FREY AND ROBERT G. FREY
eesietr-.
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that THEY WERE present and saw
ROBERT E. WEIDNER
the testator , sign the same and that they signed as a witness at the
request of testator in his presence and (in the presence of each otry.er) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this 14th day of
December. 19;x 2001
~-)}!(t/LtE ~'. k4''U-t/ Atf#-U~'V .. \ ("" n
Mary c. JeW1S R . 'i ""'e,,-^
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o::::t Robert G. Frey (Name)
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5 South Hanover St., Carlisle,
(Address)
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Robert M. Frey (Name)
5 South Hanover St., Carlisle, Pa 17013
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21-2001-1151
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REflIST!i OF WILLS OF C v ~ \'4.-/-I,",__J COUNTY
OATH OF NON-SUBSCRIBING WITNESS
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~a subscriber hereto, ~ being duly qualified according to law, depose(s) and say(s) that
N..I S familiar with the signature of {) ~ \... ... r-t f. W ~'A ~
codicil
~
testat 0 r
of ~ne of tbe &ubseribil&/5 wlmt:~~es--t.g.} the
presented herewith and
codicil
believes the signature on the w.ijt is in the handwriting of
that
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(Address)
.
<r:'--Bob Rl[
CODICIL
21-2001-1151
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PETITION FOR PROBATE and GRANT OF LETTERS
Estate of
also known as
Robert E. Weidner
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No.
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
Social Security No.
178-16-0046
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the executors named
in the last will of the above decedent, dated Codic il November 10,2001
and codicil(s) dated N/A
September 4, 2001
(state relevenat circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland
his last family or principal residence at
(South Middleton Township)
County, Pennsylvania, with
15 Otto A venue
Carlisle, Pennsylvania 17013
(list street, number and municipality)
Decedent, then 81 years of age, died December 8, 2001
at 15 Otto Avenue Carlisle, Pennsylvania 17013
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: No Exceptions
Decedent 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:
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.)
thereon.
f~ 7#0 :5~~-L~
Lin a . hearer
R.D. 1, Box 278L2
New Bloomfield, PA 17068
Stella M. Finfrock (aka Estella M. Finfrock)
129 West Ridge Street
Carlisle, Pennsylvania 17013
OATH O}' PERSONAL REPRSENTATIVE
COMMONWEA TLH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition 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.
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Sworn to or affirmed and subscribed
before me this 20th day of
De~ember , 2001 .
;:/ /a/u1 (". ~.'-..~ ,CJ -u../
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Mary <:./ Lewls
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MtLd.e-t :tw
t7' Register
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No. 2 1- 200 1- 115 1
Estate of Robert E. Weidner
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, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW December 20 t- h , 2001 in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated OJdicil November 10.2001. 'September 4, 2001
described therein be admitted to probate and filed of record as the last will of
Robert E. Weidner
and Letters Testamentary
are hereby granted to Stella M. Finfrock (aka Estella M. Finfrock)
and Linda M. Shearer
FEES
Probate, Letters, Etc. $ 270.00
Short Certificates(4)l $ 12.00 .~
~~Mion $ 10.50
x-Pages (0) $ -0-
JCP T $ 5.00
otal_ 7Q7. 50
Filed. Decanber.. 20thT 20Q.1.
Register of Wills
Robert G. Frey ~~.
ATTORNEY (Sup. Ct. LD. No.)
5 South Hanover Street
Carlisle, Pennsylvania 17013
ADDRESS
(717) 243-5838
PHONE
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Call Attorney RobertG. Frey
46397
REGISTER OF WILLS OF Lv.,tV'-k\__v-..l COUNTY
OATH OF SUBSCRIBING WITNESS
21-2001-1151
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S \r\ e oJ' -'1- S-
codicil
(caeR.) a subscribing witness to the .. presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that "'S L... ~ "^-.l ~ present and saw
<Z-- 0 6lt..S', r- v..) -lA.' J V\ ..u-
the testat I'" . sign th~ same and that "Sl-.-~ signed as a witness at the
request of testat..l.l.C- in h " > presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before ,J ~L
me this I 7h.. day of L I " ~o.-
'{)~ CJL \r"" L.. ......s, _~ (l 0 I
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_LL1fv/~( C. ~,>.A.~CJ-.I /~/C. 4-1-u0~
Mary .I. Lewis Register J{2~ Y\J ~ L-.J
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gEGI~mR OF WILLS OF COUNTY
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GOATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
will
that
presented herewith and
codicil
believes the signature on the will is in the handwriting of
testat_ of (one of the subscribing witnesses to) the
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19_
(Name)
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(Address)
Register
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\ (Name)
(Address)
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CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent:
Robert E. Weidner
Date of Death:
December 8, 2001
Will No.
21-01-1151
Admin. No.
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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 31, 2001
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Name
Address
See Attached List of Beneficiaries.
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except No Exceptions.
Date:
12/31/2001
Name Robert G. Frey
Address 5 South Hanover Street
Carlisle, Pennsylvania 17013
Telephone (717) 243-5838
Capacity:
Personal Representative
X Counsel for personal
representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 260601
HARRISBURG, PA 17126-0601
REV-1162 EX(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FREY ROBERT G
5 S HANOVER STREET
CARLISLE, PA 17013
n______ fold
ESTATE INFORMATION: SSN: , 78-' 6-0046
FILE NUMBER: 2101-1151
DECEDENT NAME: WEIDNER ROBERT E
DATE OF PAYMENT: 03/05/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/08/2001
NO. CD 000922
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $28,500.00
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TOTAL AMOUNT PAID:
$28,500.00
REMARKS: LINDA M SHEARER & ESTELLA
M FINFROCK C/O ROBERT G FREY
CHECK# 1008
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
217 REV-1 500 /7. <:F~l1lO ONLY
REV-1500 EX (6.00) COMMONWEALTH OF
PENNSYLVANIA ' '--D/ -.
, . I
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN
DEPT 280601 FILE'NUMBER
HARRISBURG. PA 17128.0601 RESIDENT DECEDENT 2 1 . 0 1 1 1 5 1
COUNTY CODE m, NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
... Robert E. Weidner 178-16-0046
z DATE OF DEATH (MM-DD-YEAR) rATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
W
C
w 12/8/2001 8/20/1920 REGISTER OF WILLS
u
w OF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
0
w [8] ,. Original Return 02 Supplemental Return 03 Remainder Retum (dale of death prior 10 12-13-82)
~
'" ~ 04 04a 05
'" 0' '" Limited Estate Future Interest Compromise (date 01 death alter 12-12-82) Federal Estate Tax Return Required
L> ~ U
W 0 0 [8] 07
~ '" J 0
L> 8: m 5. Decedent Died Testate (Attach copy of Will) Decedent Maintained a Living Trust (Attach copy of Trust) 8. Total Number of Safe Deposit Boxes
'" 0 010 0,1
9. Litigation Proceeds Received Spousal Poverl~ Credit (date of death between 12-31-91 and 1-1-95) Election to tax under Sec. 9113(A) (Attach Scll 0)
... THIS SECTION MUST BECOMPLETED.ALtCORRESPONDENCE AND(:OlIll'lDIa!lTIAl.tAX.tNf'(JRII'IATlOl\lSHOI.JI.l) BEDIREC1EDTOi
z NAME
w COMPLETE MAILING ADDRESS
c Robert G. Frey 5 South Hanover Street
z
~ FIRM NAME (If Applicable) Carlisle, PA 17013
'"
w Frey & Tiley
'"
'" TELEPHONE NUMBER
0
0 717-243-5838
OFFICIAL USE ONLY
,. Real Estate (Schedule A) (1) 118,000
2 Stocks and Bonds (Schedule B) (2) NONE -- ".--
NONE - c5
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) : ;',-,.,
4 Mortgages & Notes Receivable (Schedule D) (4) NONE
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5) 365,990
6. Jointly Owned Property (Schedule F) (6) NONE
z D Separate Billing Requested
0
;:: 7.
.. Inter-Vivos Transfer & Miscellaneous Non-Probate Property "
.j (Schedule G or l) (7) NONE ',c.
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...
ii: 8. TOTAL GROSS ASSETS (total Lines 1-7) 483,990
.. (8)
0
w 42,963
'" 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10) NONE
11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 42,963
12. NET VALUE OF ESTATE (Line 8 minus Line 11) (12) 441,027
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not
been made (Schedule J) (13) 1,000
14 Net Value Subject to Tax (Line 12 minus Line 13) (14) 440.027
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate ,or transfers under Sec.9116 (a)(1.2) X .0 (15) 0
z -
0
;:: 16. Amount of Line 14 taxable allineal rate 290,418 X .0 45 (15) 13,069
..
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Do 17. Amount of Line 14 taxable at sibling rate .12
:IE X (17) 0
0
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)( 18. Amount of Line 14 taxable at collateral rate 149,609 X .15 (18) 22,441
..
...
19. Tax Due (19) 35,510
200 c'c.';..................'.... .. .... ..,.,..u..'_n_'...'..,..,....~.....,... . .
j~iff~~,!(._f~~_i...~J~'
v/
> > BE SURE TO ANSWJl:!II ALL Ql/l:l>TIQN$ till! ~VE~l: SIDE ANI) RECtlEC~ MATH < <
ece en s amPle e ress:
STREET ADDRESS
15 Otto Avenue
CITY I:TATE IZIP
Carlisle Pennsvlvania 17013
217
Robert E. Weidner
D
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Tax Payments and Credits:
,.
2.
Tax Due (Page 1 Line 19)
Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
178-16-0046
35,510
28,500
1,425
Total Credits (A + B + C ) (2)
29,925
3. Interest/Penalty if applicable
D.lnteresl
E. Penalty
4.
TotallnlerestlPenalty (0 + E )
IfUne 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(3)
o
s.
(4)
(5)
(5A)
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the lax due.
o
5,585
5,585
B. Enter the total of line 5 + 5A. This is the BALANCE DUE.
,.
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and:
8. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income;
Yes
D
D
D
D
D
D
c. retain a reversionary interest; or
2.
d. receive the promise for life of either payments, benefits or care?
If death occurred after December 12, 1982,did decedent transfer property within one year of death
without receiving adequate consideration?
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
Did decedent own sn 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.
[8]
3
4.
No
[8]
[8]
[8]
[8]
[8]
D
Under penatties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and 10 the best of my knowledge and belief, it is true,
and comDlete. Declaration of DreDarer other than the Dersonal reDresentative is based on all information of which DreDarer has anv knowledQe
SIG;'T,~RE-O~PERSON RES~SI~LE FOR FIU~ RETURif
, ~J.:1.tiL '~1/. ~~" ~~ C-J~--.., Wt-il/-"'D
AOOR 5S .'
/.
e Street, Carlisle, PA 17013.
PREPA~ HAN./f'~ESE
DATE
R.D. 1, Box 278l2, New Bloomfield, PA 17068
AlIVE
DATE
5 South Hanover Street, Carlisle, PA 17013
For dates at death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers 10 or for the use of the surviving spouse is 3%
[72 P.S, Section 9116 (a)(1.1)(i)]
May It" 2002
Ma /
,2002
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivin9 spouse is 0% [72 P,S. Section 9116 (a)(1.1}(ii)]
The statute does not exempt a transfer to a survivin9 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 orafterJuly1, 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 01 the child is 0%[72 P.8. Section 9116(a)(1.2)J
The tax rate imposed on the net value of transfers 10 or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 PS Section 9116(1.2) [72 PS Section 9116(a)(1)]
The tax rate imposed on the nelvalue of transfers to or for the use of the decedent's siblings is 12% [72 P.S. Section 9116(a)(1.3)] A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption
AT
REV.1502 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FilE NUMBER
Robert E. Weidner 21-01-1151
- - - ----..------------
ALL REAL PROPERTY OWNED SOLELY OR AS A TENANT IN COMMON MUST BE REPORTED AT FAIR MARKET VALUE. Fair market value is defined as the price at which
property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. REAL
PROPERTY WHICH IS JOINTLY-OWNED WITH RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F
-----..-----
ITEM :
NUMBER I DESCRIPTION
--.------- ----------..---------.----....-------.-.----------------------------..------------
1 Single family house and lot, Otto Avenue, Carlisle, PA (South Middleton Township)
See HUD-1 Settlement statement attached.
VALUE AT DATE
OF DEATH
- --- ---- ---- - ------
118,000
umn____ -- 1_
___TOTAL (1'.-",0 enter online 1, B.ecapITulation) .$ _
(If more space is needed, insert additional sheets of the same size)
u_~OQO
AT
I-I.EV-,508EX+ (1-97) (I)
COMMONWEALTH OF PENNSYL V AN\A
INHERITANCE TAX RETURN
RESIDENT DEq~:p~J:-lT
SCHEDULE E
; CASH, BANK DEPOSITS, & MISC.
, PERSONAL PROPERTY
ESTATE OF
Robert E. Weidner
ITEM
NUMBER
-------
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11
12.
13.
14.
15.
16.
17
FILE NUMBER
21-01-1151
Include 1m. proceeds of litigation and tne dale the proceeds were received by the eslall!. ALL PROPERTY JOINTl Y_OINNW WITt1 THE RIGHT OF SURVIVORSHIP MUST BE DISClOSED ON SCHEDULE F
!waYPOint account no. 17552986-90-
I Accrued interest on above account
Allfirst Bank
Accrued interest on above account
M&T Bank checking account no. 613622
M&T Bank certificate of deposit account no. 31003908163585
Citizens Bank account no. 182-942-6301
Accrued interest on above account
Citizens Bank account no. OB20559-
Accrued interest on above account
1998 Cadillac Sedan DeVille. See Blue Book value attached.
Personal Property, net of commission. See Auctioneer statement attached.
Fraternal Order of Eagles burial fund
White Circle burial fund
Cumberland County Veterans burial fund
Real Estate taxes refunded at settlement, HUD-1 settlement statement lines 405 & 407
Automobile insurance refund
DESCRIPTION
___~gT AL (Alsoenter on line 5,Recapitulali""n_
(If more space is neeqed, insert additional sheets of the same size)
T-
I
VALUE AT DATE
OF DEATH
80,000
98
60,000
7
22,211
80,053
26,977
7
75,000
320
14,650
5,448
286
200
100
591
42
365,99~
AT
REV.1511 EX + (1-97) (I)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
__ _ RsSlQE.l'J} DECEDENT
- -eSTATE OF
FILE NUMBER
Robert E. Weidner
21-01-1151
Debts of decedent mU~~_~~~_~ed on Schedule I.
IT~--I
_ _~_LJMBER ___
A.
2.
B.
2.
3
4.
5.
6.
7
B.
9
10.
11.
12
OESCRIPTION
AMOUNT
,.
FUNERAL EXPENSES:
Ewing Brothers Funeral
586
Flowers
106
1.
IADMINISTRATIVE COSTS:
Personal Representative's Commissions
I Name of Personal Representative (5) 11] EsJ~l~FinfrQr::k [2] ~i_llda S~~<3:rer ___
I Social Security Number(s) I EIN Number of Personal Representative(s)
I Street Add,"ss ~ W Ridge 51. 12] RD 1, 130x 278L2 _____
I City 11l Carlisle [2] New Bloomfield State fA Zip 1111.7.013 [2] 17068
I Yearls) Commission Paid: 2002 ___
,
15,000
Attorney Fees
Family Exemption: (If decedent's address is n01 the same as claimant's, attach explanation)
Claimant
11,750
Street Address
City
Relationship of Claimant to Decedent
State
Zip
Probate Fees
307
Accountant's Fees
included wi atty. fee
Tax Return Preparer's Fees
included wi atty. fee
Expenses of sale of real estate as shown on HUD-1 settlement statement attached, line 520
12,267
Repairs to house real estate for sale, see itemization attached
700
Final medical bills, see itemization attached
1,657
Advertising in Cumberland Law Journal and The Sentinel
180
Utility bills on property pending sale
I Final bill to Corneas! cable
380
30
[
I
W,,~'^~ ':'.00 ,~:; ,.,,.J , -~
(If more space is needed, insert adqrtional sheets oflhe same size)
_42,961..
217
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert E Weidner
SCHEDULE J
BENEFICIARIES
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSONISl RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (aj (1.2)]
1. Linda M. Shearer
R. D 1, Box 278L2
New Bloomfield, Pennsylvania 17068 Daughter 22%
2. Ralph C. Blain
1386 CumulusCourt
Henderson, Nevada 89014 Step-son 22%
3. Norma Blain
64 Winchester Gardens
Carlisle, Pennsylvania 17013 Wife of step-son 22%
4. Stella (Estella) M Finfrock
129 West Ridge Street
Carlisle, Pennsylvania 17013 Friend 22%
5. Betty Finfrock
195 Goodyear Road
Gardners, Pennsylvania 17324 Friend 6%
6. Shirley Bower
318 Guernsey Road
BigJerville, Pennsylvania 17307 Friend 6%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. none
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. First United Methodist Church
64 East North Street
Carlisle, Pennsylvania 17013
1,000
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 1,000
FILE NUMBER
21-01- 1151
(If more space is needed, insert additional sheets of the same size)
.: CITIZENS BANK
P.O. Box 7899
Philadelphia, PA 19101-7899
January 30, 2002
Frey & Tiley
5 South Hanover Street
Carlisle, Pennsylvania 17013
Estate Of Robert Weidner
Date of Death 12/08/2001
SSN 178-16-0046
Dear Sir/Madam:
In accordance with your request, the attached information sheet has been provided in the
above decedent's name as ofhis/ber date of death.
For IL or LC accounts, contact our Loan Department at 1-800-537-5591. For all other inquiries,
please call (215) 553-1585.
Sincerely,
c-l(~' ~~
Markeyta Barrow
Deposit Support Services 199-5355
Page 1 of 2
.: CITIZENS BANK
Wednesday, January 30, 2002
Account
Number AccountTftre
182-942-6301
Robert E Weidner
Date Opened: 07/20/1997
0-820559- C
Robert E Weidner
Principal BalInt from Last
as of DOD Posting to DOD
$26,97692 $6.89
Date Opened: 05/09/1994
Principal BalInt from Last
as of DOD Posting to DOD
$75,00000 $31973
Account Type: DO
Account Bal
as of DOD
$26,983.81
YTD Int to
DOD
$788.51
Account Type: TO
Account Bal
as of DOD
$75,31973
YTD Int to
DOD
$4,013.53
Page 2 of 2
!) allflrst
January 15, 2002
Frey & Tiley
AU: Robert G. Frey
5 South Hanover Street
Carlisle, PA 17013
Allfirst Financial Center N.A.
p. 0. Box 900
Millsboro. DE 19966
RE: Estate of Robert E. Weidner
Date of Death: December 8,2001
Social Security Number: 178-16-0046
Dear Mr. Frey:
In response to your request, please be advised that at the time of death, the above-
named deeedent had on deposit with this bank the following account.
Account Type........... ....... ...... ... Certificate of Deposit/ 13 MOS/ 1.990000
Account Number....................... 87008140335320
Ownership (Names of}............... Robert E. Weidner
Opening Date........................... 07/08/96
Balance on Date of Death.........$ 60,000.00
Accrued Interest
$
6.54
Total.................... ............... ....$ 60,006.54
"This response does not apply to any assets held with Allfirst Brokerage, where Allfirst Bank is serving as a trustee,
nor to any credit cards owned by Bank of America bearing Allfirst Bank's name.~
If you have any further questions on these accounts, please contact the branch of
record: 255 South Spring Garden Street, Carlisle, PA 17013, telephone 717-240-
6734.
Sincerely,
-?U.t:? ~~
Mary Anne Macie1ag
Associate I/CIS
(302) 934-2240
01/14/2002
FREy & TILEY
5 SOUTH HANOVER ST
CARLISLEPA 17013
"'Way~qi!lt
WE'LL GET YOU THERE.
LOOK FOR US.
The infonnation which you requested on the account(s) of ROBERT E WEIDNER DECEASED
(Social Security Number 178-16-0046) is/are as follows:
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership
Was Established
1755298690
CERTIFICATE
11/18/96
80000.00
98.19
80098.19
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
:lditional
fonnation
.quested
PLEASE COMPLETE W-9
S~re1Y, Un/l/l_
KA~rlU;~hJ
SENIOR SERVI&S REP.
PENNSYLVANIA 17105-1711
PO Box 1711 HARRISBURG. waypointbank.com
. . , 929-7646) . www.
Toll FrEE J-B66-WAYPOINT (I-B66-
m1M&rBank
February 4,2002
RE:
Estate Search
The Estate of:
Date of Death (D,O,D,)
ROBERT E WEIDNER
12/8/2001
To Whom It May Concern:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
D.G.D.
Balances
(Includes AceL
Int.)
$22,211.39
$80,053.14
Account Title
Gpening Branch
CHK
CD
613622
31003908163585
RGBERT E WEIDNER
RGBERT E WEIDNER
4344
4344
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
NO Safe Deposit Box titled in the Decedent's name existed at our office.
Accrued Interest
$.43
$53.14
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CGRPGRA TION
BY:
7~0A~ ~,
Authorized Signature
DATE:
~ ~ '-{ ~ 2002-
Manufacturers and Traders Trust Company. 1100 Wehrle Drive, Po. Box 767, Buffalo, NY 14240-0767
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A. H.U.D. S~TTLEMENT STATEMENT B.LOAN TYPE:
OUR FILE #: RE02-35 LENDER: Way point Bank
c . This form is furnished to give you a statement of actual settlement costs. Amounts paid
to and by the settlement agent are shown. Items marked P.O.c. were paid outside closing.
D. NAME OF BORROWER: E. NAME OF SELLER:
Lester W. Burkholder. III Estate of Robert E. Weidner
Cathie l. Burkholder
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE:
15 Otto Avenue, Carlisle, PA 17013 DUNCAN & HARTMAN, P.C. Tuesday 12-Mar-02
1 IRVINE ROW
South Middleton Township, Cu mberland County CARLISLE, PA. 17013 1:30p.m.
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100 GROSS AMOUNT DUE FROM BORROWER .00 GROSS AKOUNT DUE TO SELLER
101 Contract Sal.. Price $116,000.00 .01 Contract sllle. price $116,000.00
102 Parsonal Property 0.00 .02 PersonAl Property 0.00
103 Settlement Chargee (line 1400) 5605.01 '03
10. 0.00 .0.
105 Adjustments iteme prepaid by seller:
Adjustments items prepaid by seller1 .05 Local taxes to 31-D80-02 212.26
10. Local taxes to 31-Dec-02 212.26 .0. ASSElSBments
107 Ass...ments to .07 School taxes to 30-Jun-02 379.21
10' School taxes to 30-Jun-02 379.21 .0.
10. .0.
120 GROSS DUE FROM BORROWER 124196.51 420 GROSS DUE TO SELLER 118591 .50
200 AMOUNTS PAID BY OR FOR BORROWER 500 REDUCTIONS IN AMOUNT DUE TO SELLER
201 Deposit or Earnest Honey 1000.00 501 Excess deposit
202 N.w Mortgage Amount z Naypoint Bank 1 06605.00 502 Settlement chargeB 9266.65
203 Existing loans taken subject to 503 Existing loans taken
20. 50. payoff 1st Mortgage 0.00
205 505
20. 50.
207 Seller Credit to Buyer 3000.00 507 Seller Credit to Buyer 3000.00
Adjustments for items unpaid by seller 508
210 Local Taxes to 12-Har-02 0.00 Adjustments for items unpaid by Seller
211 Asse.smenta to 510 Local taxe. 12-Mar-02 0.00
212 School Taxes to 12-Mar-02 0.00 511 Assessments to
215 512 School taxes to 12-Mar-02 0.00
21. 513
217 514
220 TOTAL PAID BY BORROWER 112605.00 520 TOTAL REDUCTIONS SELLER 12266.65
300 CASH PROM/TO BORROWER .00 CASH TO/FROM SELLER
301 GrOBS amount du. from borro_r 124196.51 .01 Gross amount to seller 116591.50
302 Lesa amounts paid by/for borrower 112605.00 .02 Reductions to seller 12266.65
llQa.cA$......FRPM.tlQ)QQR!-\QWEf!:/< $11,591.51 .~~'.cA$HtQ{FRPMj$e!..t$a{............. $106,324.85
Lester W. Burkhol?,r}~J
/4'dJ ;tJ.-,ls~.L-____
Cathie L. Burkholder
I have carefully reviewed the SUO-l Settlement Statement and to the best of my knowledge
and belief, it is a true and accurate statement of all receipts and disbursements made on
account or on my beha1f and I have received a copy Of~ B~-~~~e~~~
l-......:..;~~ / J.L:;.:+.,.JtC N
~;t; of R~b;rt E. Weid~ r----- I
---~-~-~~-----------------
PAGE #2 HUD DISCLOSURE/SETTLEMENT STATEMENT
PAID BY
BORROWER
, PAID BY
SELLER
700 TOTAL REAL TOR'S COMMISSION 6% X $118,000.00 7080.00
701 Listing Agency: ERA-NRT $3515.00
702 Selling Agency: B-H Agency GMAC $3565.00
703 Transaction Fee: ERA-NRT 100.00 0.00
800 ITEMS PAYABLE IN CONNECTION WITH LOAN
801 Origination Fee Waypoint Bank 0.00
802 Loan Discount Waypoint Bank
803 Appraisal Fee POC $325.00 Steven Ba rrett POC
804 Credit Report Way point Bank 17.00
805 Underwriting Fee
806 Document Preparation Fee
807 Flood Certification Way point Bank 14.00
808 Tax Service Fee
809 Lender Inspection fee: Waypoint Bank 65.00
810 Overnight Mail Charges: Duncan & Hartman, P.C. 0.00 0.00
900 ITEMS LENDER REQUIRES TO BE PAID IN ADVANCE
901 Interest @ $20.83/day from 12-Mar-02 to 01 -Apr-02 416.60
902 Mortgage insurance Dept. of HUD - UFMIP 1605.00
903 Hazard insurance POC $210.00 State Farm Ins. 1 year POC
9042002 Cty/Twp Real Estate Taxes Judy A. Campbell, Tax Collector 263.55
1000 RESERVES DEPOSITED WITH LENDER
Escrows collected: # mos. due: X $ per mo.:
1001 Hazard Insurance 2 17.50 35.00
1002 Mortgage insurance 2 44.38 88.76
1003 County/Local taxes 2 21.96 43.92
1004 School taxes 10 104.86 1048.60
1005 Aggregate Adjustment (Initial Escrow Deposit $969.66) -246.62
1100 TITLE CHARGES
1101 Settlement or closing fee:
1102 Abstract or title search:
1103 Title Review: 0,00 0.00
1104 Title insu ranee binder:
1105 Document preparation:
1106 Notary fees: Notary 0,00
1107 Attorney's fees: Duncan & Hartman, P.C. Frey & Tiley 25.00 POC
(includes above item numbers):
1108 Title Insurance: WILLIAM A, DUNCAN, AGENT FOR FIDELITY NATIONAL TITLE 1098,75
(includes above item numbers):1101-1104 Endorsements 1003008.1 $150
1109 Owner's coverage $118,000,00 $948.75
1110 Lender's coverage $108,605,00
1111 Insured Closing Letter Fidelity National Title 35,00 0.00
1200 GOVERNMENT RECORDING AND TRANSFER CHARGES 0,00
1201 Deed 25.50 Mortgage 39.50 65,00
1202 Release/Satisfaction 0.00 Assignment/Stip 14.00 14,00 0.00
1202 County/Local transfer tax (1 %) l1BO.00
1203 Pa. State transfer tax (1 %) 1180.00
1300 ADDITIONAL SETTLEMENT CHARGES
1301 Radon testing: Biechler & Tillery Inc, 665.00
1302 Pest inspection: 0.00 0,00
1303 Water & Sewer Reading: #008118 South Middleton Twp Municipal Auth 78.10
1304 Homeowners Association Fee
t, ......... ................... .........................>..........>......>................................>...... >.......... ........................................ ....... 5605.01
9266.65
(also entered on line 103 for Borrower; line 502 for Seller)
Utility Bills on Real Estate held for sale:
Sprint
PPL
S. Middleton Twp. Municipal Auth.
Total utility expenses
Final Medical Bills:
Pharmerica
Nursing Home Expense, United Church of Christ
Central Penn Medical Group
Dept. of Veterans Affairs
Pharmerica
Total Medical Expenses to Schedule H
$
$
$
105.00
176.00
99.00
$
380.00
$
$
$
$
$
108.00
1,197.00
299.00
51.00
1.64
$
1,656.64
LAST WILL AND TESTAMENT
OF
ROBERT E. WEIDNER
!, ROBERT E. WEIDNER, widower. of South Middletou Township (mailing address: IS
Otto Avenue, Carlisle, Pennsylvania 17013), Cumberland County, Pennsylvania, being of sound
and disposing mind, memory and understanding, do hereby make, publish and declare this as and
for my Last Will and Testament, hereby revoking and making void any and all 'Wills by me at any
time heretofore made,
1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses
as soon after my death as may be found convenient to do so. I direct that all inheritance, transfer
and succession taxes which may be payable on account of my death shall be paid from the residue
of my estate regardless of whether the assets upon which such taxes are based are included in my
probate estate. I direct that my funeral services be conducted by Ewing Brothers Funeral Home,
630 South Hanover Street, Carlisle, Pennsylvania, in accordance with arrangements which I have
made there and that my body be interred beside that of my wife, Mildred M. Weidner, on our burial
lot located in Westminster Memorial Gardens in North Middleton Township near the Borough of
Carlisle, Pennsylvania.
2. I give nnd bequeath the sum of One Thousand and nollOO -__ ($1,000.00) ___ Dollars to
the official board of First United Methodist Church. 64 East North Street, Carlisle, Pennsylvanin, its
Successors and assigns, to be used for such purpose as said board shall deem best.
3. All of the rest, residue and remainder of my estate, real, personal'and mixed, and
wheresoever the same may be situate, I give, devise and bequeath in equal shares to the following
five persons, their heirs and assigns, provided each of them shall survive me by a period of ninety
(90) days, but should any of them fail to so survive me then the share such deceased person would
have received shall lapse and be added proportionately to the remaining share or shares.
0) Twenty-two (22%) percent to my daughter, Linda M. Shearer, of 90 Denhl Road.
Carlisle, Pennsylvania 17013;
b) Twenty-two (22%) percent to my step-son, Ralph C. Blain, of 1386 Columbus
Court, Henderson, Nevada 89014;
c) Twenty-two (22%) percent to my step-daughter-in-Iaw, Norma Blain, wife of my
step-son, Donald M. Blain, of 64 Winchester Gardens, Carlisle, Pennsylvania 17013;
d) Twenty-two (22%) percent to my friend, Stella M. Finfrock. of IS Otto Avenue,
Carlisle, Pennsylvania 17013;
e) Six (6%) percent to my friend, Betty Finfrock, of 195 Goodyear Road, Gardners,
Pennsylvania 17324;
f) Six (6%) percent to my friend, Shirley Bower, of 318 Guernsey Road, Biglerville,
Pennsylvania 17307.
4. I hereby nominate, constitute, and appoint my daughter, Linda M. Shearer, and my
friend, Stella M. Finfrock, and the survivor of them, as co-Executors of this my Last Will and
Testament, and I further direct that neither of them shall be required to post any bond to secure the
faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other
jurisdiction.
IN WITNESS WHEREOF, I have h~eunto set my hand and seal to this my Last Will and
Testament, written on one (I) page, this If ...ehday of September, 2001.
~.,,4-L ~~
Robert E. Weidner
(SEAL)
Signed, sealed, published, and declared by ROBERT E. WEIDNER, the Testator above
named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request,
and in the presence of each other, have hereunto subscribed our names as attesting witnesses.
0~?>7;
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Robert E. Weidner
Date of Death:
December 8, 2001
Will No. 2001-1151 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:
1. 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 (X) No ( )
(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 ( ) No ( )
(d) Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to
this report.
Date:
June 3,2004
Robert G. Frev
~.~
Name (Please type ~ print)
5 South Hanover Street
Carlisle, Pa 17013
Address
(717) 243-5838
Telephone No.
Signature
Capacity: ( ) Personal Representative
( X ) Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRIS8URG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FREY ROBERT G
5 S HANOVER STREET
CARLISLE, PA 17013
nn____ fold
ESTATE INFORMATION: SSN: , 78-' 6-0046
FILE NUMBER: 2101-1151
DECEDENT NAME: WEIDNER ROBERT E
DA TE OF PAYMENT: OS/20/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/08/2001
NO. CD 001195
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,585.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$5,585.00
REMARKS: STELLA M FINFROCK & LINDA M
SHEARER C/O ROBERT G FREY ESQ
CHECK# 1016
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
MARY C, LEWIS
REGISTER OF WILLS
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration 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:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
De tech the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF KILLS. AGENT
A refund of a tax credit, which was not requested on the Tax Return, may 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: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
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 Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5Z) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed 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 same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) 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 (6Z) 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 Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20Z .000548 1992 9Z .000247
1983 16Z .000438 1993-1994 7Z .000192
1984 llZ .000301 1995-1998 9Z .000247
1985 13Z .000356 1999 7Z .000192
1986 10Z .000274 2000 8Z .000219
1987 9Z .000247 2001 9Z .000247
1988-1991 llZ .000301 2002 6Z .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER 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.
First and Final Account of Estella M. Finfrock and Linda M. Shearer, Executors
of the Last Will and Testament of Robert E. Weidner
Late of South Middleton Township, Cumberland County, Pennsylvania
DATE OF DEATH:
December 8, 2001
, .
LETTERS TESTAMENTARY ADVERTISED:
CUMBERLAND LAW JOURNAL
Jan. 18, 25, Feb. 8, 2002
Estate File No.:
21-01-1151
THE SENTINEL
Jan. 10, 17,24,2002
ACCOUNTANT IS CHARGED WITH THE AMOUNTS OF PRINCIPAL AND INTEREST
RECEIVED AND CLAIMS CREDIT FOR THE DISBURSEMENTS MADE AS STATED BELOW:
PRINCIPAL RECEIVED
December 8,2001 Way point Account No. 1755298690
December 8, 2001 Allfirst Bank Account No.
December 8, 2001 M&T Bank checking account no. 613622
December 8, 2001 M&T Bank Account No. 31003908163585
December 8,2001 Citizens Bank Account No. OB20559
December 8,2001 Citizens Bank Account No. 610073-212-6
December 8, 2001 1998 Cadillac Sedan DeVille (Kelley Blue Book Value)
January 2, 2002 Automobile insurance refund
February 15, 2002 Comcast Refund
February 18, 2002 Fraternal Order of Eagles burial fund
February 18, 2002 White Circle burial fund
February 18, 2002 Cumberland County Veterans burial fund
March 19, 2002 Medical insurance premium refund
February 2] ,2002 Proceeds from sale of personal property, net of commission
March 12,2002 Net proceeds from sale of real estate, including tax pro-rations receiv{
June 10,2002 Sprint Refund
TOTAL PRINCIPAL RECEIVED
80,000.00
60,000.00
22,211.00
80,053.00
75,000.00
27,273.70
14,650.00
42.00
19.75
286.00
200.00
100.00
391.20
5,448.40
106,324.85
10.16
472,010.06
INCOME RECEIVED
January 7, 2002 Certificate of Deposit interest 46.20
January 10, 2002 M&T Certificate of Deposit interest 412.78
January 14,2002 Waypoint CD interest 434.84
January 28, 2002 Estate account interest 4.83
January 18, 2002 Allfirst CD interest 101.42
February 6, 2002 Allfirst CD interest 101.41
February 7, 2002 Estate Money Market Account interest 208.83
February 19,2002 Certificate of Deposit interest 341.81
February] 9,2002 Certificate of Deposit interest 252.49
Fehruary 28, 2002 Estate account interest 4.62
March 6, 2002 Certificate of Deposit interest 57.42
March 6, 2002 Certificate of Deposit interest 91.59
March 7, 2002 Estate Money Market Account interest 181.65
March 15,2002 Certificate of Deposit interest 142.20
March 28, 2002 Estate account interest 13.84
Apri] ], 2002 Certificate of Deposit interest 178.01
Apri] 5, 2002 Estate Money Market Account interest 166.70
Apri] 9, 2002 Allfirst Certificate of Deposit interest 101.41
April 12.2002 Citizens Certificate of Deposit interest ]57.45
April 2n. 2002 Estate account interest 22.85
May 6, 2002 Way point Certificate of deposit interest 172.27
May 7, 2002 Estate Money Market Account interest 184.40
. ,
May 8, 2002 Citizens Certificate of Deposit interest 152.37
May 8, 2002 Allfirst Certificate of Deposit interest 98.14
May 28, 2002 Estate account interest 24.88
June 4,2002 Way point Certificate of deposit interest 178.01
June 7,2002 Allfirst Certificate of Deposit interest 101.41
June 7, 2002 Estate Money Market Account interest 179.10
June 10, 2002 Citizens Certificate of Deposit interest 157.45
June 28, 2002 Estate account interest 23.31
July 7, 2002 Estate Money Market Account interest 162.16
July 10,2002 Way point Certificate of deposit interest 172.27
July 10,2002 Allfirst Certificate of Deposit interest 98.14
TOTAL INCOME RECEIVED 4,726.26
DISBURSEMENTS
December 8. 200 I Checks written prior to date of death, clearing after death
December 31, 200 I Comcast
January 2, 2002 Sprint
January 2, 2002 United Church of Christ Homes
January 2, 2002 Central Penn Medical Group
January 2, 2002 Cumberland Law Journal
January 2, 2002 Pennsylvania Dept. of Transportation
January 2, 2002 Department of Veterans Affairs
January 2, 2002 Pharmerica
(157.00)
(29.64)
(104.78)
(1,197.15)
(298.70)
(75.00)
(28.50)
(50.80)
(108.20)
January 9, 2002 Frey & Tiley, reimbursement for advances to probate estate
January 9, 2002 Estate Account Checks
January 14,2002 PPL
January 14,2002 South Middleton Township Municipal Auth.
March 1, 2002 Pharmerica
March 1, 2002 Pa. Department of Revenue, Estimated Inheritance Taxes
April 8, 2002 Bowers Plumbing, repair to real estate
April 11, 2002 Pharmerica
April 11, 2002 Pa. Department of Revenue, 2001 personal State Income Tax due
April 25, 2002 I.R.S., 2001 personal Federal Income Tax due
May 21, 2002 Pa. Department of Revenue, Balance of Inheritance Taxes
May 23, 2002 Register of Wills, additional Probate fees
June 14,2002 Estella M. Finfrock, reimbursement for flowers for funeral
July 26, 2002 Frey & Tiley, reimbursement for advertising expenses advanced
July 26, 2002 Filing fees for First and Final Account
Estella M. Finfrock, Executor's fee
Linda M. Shearer, Executor's fee
Frey & Tiley, Attorneys' fees
Reserve for final income taxes
TOT AL DISBURSEMENTS
(306.50)
(25.08)
(175.87)
(99.00)
(1.64)
(28,500.00)
(173.50)
( 1.66)
(115.00)
(389.00)
(5,585.00)
(70.00)
(106.00)
(113.82)
(125.00)
(7,500.00)
(7,500.00)
(11,750.00)
(500.00)
(65,086.84)
,-
RECAPITULA TION
TOTAL PRINCIPAL RECEIVED
TOTAL INCOME RECEIVED
TOTAL DISBURSEMENTS
472,010.06
4,726.26
(65,086.84)
411,649.48
BALANCE FOR DISTRIBUTION
PROPOSED
SCHEDULE OF DISTRIBUTION
Specific Bequests:
Estella M. Finfrock
1998 Cadillac Sedan DeVille (Kelley Blue Book Value)
14,650.00
First United Methodist Church
1,000.00
Total Specific Bequests
15,650.00
Residue for Distribution:
Distributive Share Legatee
Distribution
22% Linda M. Shearer
87,119.89
22% Ralph C. Blain
87,119.89
22% Norma Blain
87,119.89
22 % Estella M. Finfrock
87,119.89
6% Betty Finfrock
23,759.97
6% Shirley Bower
23,759.97
Total Distributions from Residue of Estate
395,999.48
Total Specific Bequests and Distributions from Residue
411,649.48
I I
COMMONWEALTH OF PENNSYLVANIA
SS.:
COUNTY OF CUMBERALND
Before me, the undersigned officer, personally appeared Estella M. Finfrock and Linda M. Shearer,
Executors of the Last Will and Testament of Rober E. Weidner, who, being duly sworn
according to law, desposs and say that the foregoing First and Final Account and Proposed Schedule
arc true and correct to the best of their knowledge, information and belief.
lA~~ /l->} ,~./~
Estella M. Finfrock .
j~~ )u. 5)~/
Linda M. Shearer
Sworn to and subscribed before me
this 26th day of July, 2002
NOTARIAL SEAL
ROBERT G. FREY. NOTARY PUBLIC
BOROUGH OF CARLISLE. CUMBERI.ANO CO., PA
MY COMMISSION EXPIRES JUNE 27. 2008
(
l
LAST WILL AND TESTAMENT
OF
ROBERT E. WEIDNER
I, ROBERT E. WEIDNER, widower, of South Middleton Township (mailing address: 15
Otto Avenue, Carlisle, Pennsylvania 17013), Cumberland County, Pennsylvania, being of sound
and disposing mind, memory and understanding, do hereby make, publish and declare this as and
for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any
time heretofore made.
1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses
as soon after my death as may be found convenient to do so. I direct that all inheritance, transfer
and succession taxes which may be payable on account of my death shall be paid from the residue
of my estate regardless of whether the assets upon which such taxes are based are included in my
probate estate. I direct that my funeral services be conducted by Ewing Brothers Funeral Home,
630 South Hanover Street, Carlisle, Pennsylvania, in accordance with arrangements which I have
made there and that my body be interred beside that of my wife, Mildred M. Weidner, on our burial
lot located in Westminster Memorial Gardens in North Middleton Township near the Borough of
Carlisle, Pennsylvania.
2. I give and bequeath the sum of One Thousand and no/100 m ($1,000.00) ___ Dollars to
the official board of First United Methodist Church, 64 East North Street, Carlisle, Pennsylvania, its
successors and assigns, to be used for such purpose as said board shall deem best.
3. All of the rest, residue and remainder of my estate, real, personal' and mixed, and
wheresoever the same may be situate, I give, devise and bequeath in equal shares to the following
five persons, their heirs and assigns, provided each of them shall survive me by a period of ninety
(90) days, but should any of them fail to so survive me then the share such deceased person would
have received shall lapse and be added proportionately to the remaining share or shares.
a) Twenty-two (22%) percent to my daughter, Linda M. Shearer, of 90 Deahl Road,
Carlisle, Pennsylvania 17013;
b) Twenty-two (22%) percent to my step-son, Ralph C. Blain, of 1386 Columbus
Court, Henderson, Nevada 89014;
c) Twenty-two (22%) percent to my step-daughter-in-law, Norma Blain, wife of my
step-son, Donald M. Blain, of 64 Winchester Gardens, Carlisle, Pennsylvania 17013;
d) Twenty-two (22%) percent to my friend, Stella M. Finfrock, of 15 Otto Avenue,
Carlisle, Pennsylvania 17013;
e) Six (6%) percent to my friend, Betty Finfrock, of 195 Goodyear Road, Gar'dners,
Pennsylvania 17324;
f) Six (6%) percent to my friend, Shirley Bower, of318 Guernsey Road, Biglerville,
Pennsylvania 17307.
4. I hereby nominate, constitute, and appoint my daughter, Linda M. Shearer, and my
friend, Stella M. Finfrock, and the survivor of them, as co-Executors of this my Last Will and
Testament, and I further direct that neither of them shall be required to post any bond to secure the
faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other
jurisdiction.
IN WITNESS WHEREOF, I have h~eunto set my hand and seal to this my Last Will and
Testament, written on one (1) page, this If .RJ...day of September, 2001.
t1Z.v!~ L ~~--L
Robert E. Weidner
(SEAL)
Signed, sealed, published, and declared by ROBERT E. WEIDNER, the Testator above
named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request,
and in the presence of each other, have hereunto subscribed our names as attesting witnesses.
~~~
. '.
<:r:'-Bob RL[
-
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Robert E. Weidner
Date of Death:
December 8. 2001
Will No.
2001-1151
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:
1. 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 (X) No ( )
(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 ( ) No ( )
(d) Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to
this report.
Date: June 3. 2004
~!\wl1J, to
Robert G. Frey.
Name (Please type o-t print)
Signature
5 South Hanover Street
Carlisle. Pa 17013
Address
(717) 243-5838
Telephone No.
Capacity: ( ) Personal Representative
( X) Counsel for personal representative