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HomeMy WebLinkAbout03-0762 PETITION FOR PROBAT~nd GRANT OF LETTERS Es,a,e o/' a'. No. also known as ~l,O,q~q ~ 0". ~ To: , Deceased. Social Security No. /~0- t~ 7 ' ,~ ./ '7 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or .older an the in the last will of the above de, c~dent, dated ' and codicil(s) dated dj/ Register of V~ills for the County of F--J/Jt#~&''7~Z-~tAj/j in the Commonwealth of Pennsylvania ,19 n~n~ed Decendent, then at (state relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in (~,O~~-~]~J 0 County, Penbsylvania, with last f.amily or vrincipal residence~t~ ~1~/I-~/~$/,3 ~q~ ,~/~ /'7o ~o ' ' (~st street, number and muncipality) 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: . .. 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: WHEREFORE, petitioner(s) respectfully requ__est(s) the prob.ate of_the, last will and codicil(s) presented herewith and the grant of letters 'T~ ~' 7-~ql ~'] ~-,,~'' 7'-,~-Zi' ¥ (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF k~,~r~k,-,,o_~k,~c~ J The petitioner(s) above-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 c~ ~~~- ~ ~ befor~e this ~ ~ay of [ ~ R~ster ~ ~ Estate Of DECREE OF PROBATE AND GRANT OF LETTERS , Deceased AND NOW consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated ...~Tct [ ~ ~.c_~.. [ ~ ~.~..~ described therein be admitted toprobate and filed of record as the last will of and Letters \ & ~3c:o~ ~ a c,,-'~¢ ~_~ are hereby granted to ~--1.~ [~ v-x k'¥~, ~ ~,~O.¥a_ ~ FEES Probate, Letters, Etc .......... $ ~--~ '~ Short Certificates(~N-) .......... $ ~ ~. ~ Renunciation ................ $ TOTAL ~ $ ~5~ t. ----' Filed .. ~ {?o:L.~...tO. ~ ~ ~... Register of Wills ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE OF EDWARD J. WEISS I, EDWARD J. WEISS, of 76 Pine Hill Road, Enola, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make and publish this my Last Will and Testament, hereby revoking and making void all former wills by me at any time heretofore made. ITEM ONE: I direct that my funeral be conducted in a manner corresponding with my estate and situation in life, and that all of my just debts and funeral expenses be fully paid and satisfied as soon as may be convenient after my decease. ITEM TWO: All the rest, residue and remainder of my estate, real and personal, of whatsoever nature, and wheresoever situate, I give, devise and bequeath unto my loving wife, Margaret C. Weiss; in the event my loving wife, Margaret C. Weiss, shall predecease me, then I give, devise and bequeath all the rest, residue and remainder of my said estate unto my four children: Helen M. Slaven, Edward J. Weiss, Jr., Margaret C. Crouch and John E. Weiss, in equal shares, share and share alike. ITEM THREE: I nominate, constitute and appoint my loving wife, Margaret C. Weiss, to be and act as Executrix of this my Last Will and Testament. In the event my said wife, Margaret C. Weiss, predeceases me, or is unable to serve as Executrix of my estate, I nominate, constitute and appoint my daughter, Helen M. Slaven, as Executrix of my estate and she shall serve without posting bond or security. Said Executrix shall have the authori'[y to sell any real estate of which I died seized and possessed. It is my desire that no appraisement be made on my estate, and I hereby dispense with such appraisement. IN WITNESS WHEREOF, I have heretofore set my hand and seal this , 1992. EDKARD ~. KEIS~J (SEAL) Address Witness COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND, to-wit: I, EDWARD J. WEISS, the Testator whose name is signed to the foregoing instrument consisting of this and two other typewritten pages, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I si~ned it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to and subscribed before me by EDWARD J. WEISS, the Testator, this ~day of. d~/~,' , 1992. VWstF~Boro,~~ EDWARD J. , Testator My O0r0~s~ ~es No~. 14, 1~ NotariZe ~~ CO~ONWEALTH OF. PENNSYLVANIA, COUNTY OF ~B~LAND, to-wit: Wo,~~~~ ~'- and~/~~)~~ , whose names %re signed to the attached o~foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw EDWARD J. WEISS, the Testator hereof, sign and execute this instrument as his Last Will; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will as a witness; and that to the best of our knowledge the Testator was at that time e~ghteen (18) or more years of age, of sound mind and under no constraint or undue influence. Address Sworn to and subscribed before me by ,iA , ~2.~ ! WestFairviewBoro, ~.um[~enan~-.~_!~.~ I l My CommLssion Ex~re~ Nov. 14,1~ 11 Member, Pennsylvania Assoc~n ot Nolaries witnesses, this day of SP 0 Ndtar~,~l Ic o ~ Name of Decedent: Date of Death: CERTIFICATION OFNOTICEUNDER RULE5.6(a) Edward .1. Weigh; gr September 4: 2003 Will No. 2003-00762 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration 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 0o_ t ohor 6~ 200't : Name Address Edward J. Weiss, Jr., 3713 Janney Lane, SW, Roanoke, VA 24018 Mnrgnr~t g_ Crouch. !0 Lake Shore L~ne, L~nde~berg. John E. Weiss, 9 Cardinal Drive, Stevens, PA 17578 p_a 193~n Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Ortnhor 6_ 200'1 Signature Name Helen Slaven Address P. O. Box 94 Hnn~; VA 2272'1 %lephone 540-948-6552 Capacity: X Personal Representative Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD OO3317 SLAVEN HELEN M P O BOX 94 HOOD, VA 22723 ........ fold ESTATE INFORMATION: SSN: 160-07-2017 FILE NUMBER: 2103-0762 DECEDENT NAME: WEISS EDWARD J DATE OF PAYMENT: 12/08/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $724.91 TOTAL AMOUNT PAID: t~724.91 REMARKS: SEAL CHECK# 106 INITIALS' JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS Inventory of the Real an~ Personal Estate of E~war~ J. Weiss, ~ecease~ Helen M. Slaven, Executor Wachovia Account %2000020559513: 9/29/03 ROBC Limited Partnership (refund) 10/10/03 PNC Account %50-8039-5323 (partial transfer) 10/15/03 Bethlehem Steel Corporation (August pension) PBGC (Bethlehem Steel, September pension) 10/28/03 Blue Cross/Blue Shield refund Summerdale Federal Credit Union-Account %1/80.0 12/2/03 Sale of WalMart and UniMart stock Balance, PNC Account %50-8039-5323 Total 1,530 90 12,730 42 686 54 686 54 364 46 5,783 04 1,906 45 1,424.21 $ 25,112 56 DISBURSEMENTS Estate of Edward j. Weiss, deceased Helen M. Slaven, Executor Check # 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 Date 10/6/03 10/6/03 10/6/03 10/6/03 10/15/03 11/10/03 11/10/03 11/20/03 11/20/03 11/26/03 12/5/03 12/5/03 12/5/03 12/5/03 12/5/03 Payee West Shore EMS Alert Pharmacy Carlisle Regional Medical Center Register of Wills (3 short letters) Helen M. Slaven (reimbursement) Sullivan Funeral Home .... $6,045.00 Pastor George Jensen .... 100.00 Enola Church of God (donation for luncheon). 500.00 Register of Wills (probate) 81.00 Postage 8.09 $6,734.09 Central Penn Medical Group Emergency Central Penn Medical Group Emergency Lehigh Valley Physical Therapy Diane M. Dils, Esquire (reimbursement for Cumberland Law Journal ad) Diane M. Dils, Esquire (reimbursement for The Sentinel ad) Holy Spirit Hospital James R. Gingrich Memorials Carlisle Regional Medical Center Mobile X-Ray Imaging, Inc. Diane M. Dils (legal fee) Total Amount $ 52.54 222.28 76.21 9.00 6,734.09 248.00 28.40 151.19 75.00 81.59 88.63 80.00 840.00 66.50 250.00 $9,003.43 Recapitulation - 12/8/03 Total Inventory and Income to date .............. $25,112.56 Total Disbursements to date .................. 9,003.43 Net estate to date ................... $16,109.13 x .045% Inheritance tax due to date ............... $ 724.91 COMMONWEALTH OF PENNSYLVANIA DEPT, 280601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ,,~ i - 03 00762 P-gUNTY CODE YEAR NUMBER DECEDENFS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECI. JRII¥ NUMBER I-'- WEISS, EDWARD J 167-07-2017 Z I,J.I DATE OF DEATH (MM-DD-YEAR~ DATE OF BIRTH {MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ¢3 ' U.I 09/04/2003 08/04/1912 REGISTER OF WILLS U,J ~' F APPLICABLE) SURVIVING SPOUSE'S NAME {LAS'Ii FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER LU Z LU Z O UJ n, o (.,1 U.I ~ 1. Original Return [] 2. Supplemental Return ~ 3. Remainder Return (date ofde~thpnor to 12 13-~2) ~ 4. Limited Estate [] 4a. F,,ture Interest Compromise (~te oral.th afl~ !2-12~2) ~ 5. Fedora, Estate 'Tax Return Requ,red ~6. Decedent Died Testate (Atu[~ ~¢ of~ii) ~ 7. Decedent Maimaine~ a Living Trust (A~ch co~ of T~st) ......8. Total Number o[ Safe Deposit Box~ ~ 9. Litigation Proceeds Rece~ed ~ 10. Spou~i Pove~F Credit (date :,rd~ be~,~ ~.3~-9~ a~ ~4..95) ~ 11. Bection to tax under Sec. 91'13(A),At~a~ s~ c~ NAME HELEN M, SLAVEN FIRM NAME (ffApplicable) TELEPHONE NUMBER 540) 948-4800 1, Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Propfietorsi 4, Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property' (Scheduie E} COMPLETE MAILING ADDRESS P 0 BOX 45, HOOD, VA. 22723 6. Jointly Owned Property (Schedule F) F--~ Separate B ing Recuested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses &Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. (7) (9) (~) 7,641.00 (10) ............................................................ ..9.Z.2_:_0..o.. .......... Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line ! 3) 21,978.00 ('..~) 8,613.00 {12) 13,365.00 (t 3) (14) 13,365.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tex rate, or transfers un,er Sec. 9!16 {a)(1.2) 16. Amount of Line 14 ta~(able at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 ~axable at co!lateral ,,ate 19. Tax Due 13,365.00 x .0 45 x .12 x .15 20. ~[~ (15) ('16) 601.43 Decedent's Complete Address: STREET ADDRESS 2100 BENT CREEK BLVD C~TY M ECHANICSBU RG STATE PA ZiP 17050 Tax Payments and Credits: 1. Tax Due {Page 1 Line 19) (1) 2, Credits/Payments A, Spousal Poverty Credit B. Pdor Payments 724.91 C. Discount 30.07 601.43 754.98 153.55 3. Interest.f Penalty if applicable D. Interest E. Penalty 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page t Line 20 to request a refund 5, If Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE, A. Enter the interest on the tax due. B, Enter the tota! of Line 5 + 5A, This is the BALANCE BUE, Total Credits ( A + B + C ) (2) Total Interest/Pena!ty ( D + E ) (3) (4) (5) (5A) (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent ma,~e a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] [] b. retain the ,fight to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the promise 'for life of either paymenB, benefits or (:are? ...................................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] [] 3. Did decedent own ;in "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 retom, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tree, correct and complete. Declaration of preparer other than the personal representative is based on all infon~ation of which preparer has any know~edge. ADDRESS P 0 BOX 94, HOOD, VA. 22723 SIGNAT~.~E OF PREPAAER OTU~r.,~ .THAhR?RESENTATIVE 128 BE'LLEVlEW AVE ORANGE VA 22960 ..iDATE For dates of death on or after July 1, 1994 and be~re January 1, 1995, the tax rale imposed on the net value of transfers to or for the use of the surviving spouse is 3% [7.2 P.S. §9','16 (a) (1.1) (i)]. For dates of death on or alter January 1, 1995, the tax rate imposed oil the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (!.1) (ii)], The statute does not exem~oJ a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natursl parent, an adoptive parent, cra stepparent of the child is 0% [72 P.S. §9116(a)(! .2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's linea! beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decadent's siblings is 12% [72 RS. §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. RB¢-1503 .FJ(+ ~6 9 COMMONWEALTH OF PENNSYLVANIA iNHERITAN(';E TAX RETURN REStDENT DECEDENT ESTATE OF EDWARD J. WEISS SCHEDULE B STOCKS & BONDS FILE NUMBER 00762 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT BATE NUMBER DESCRIPTION OF DEATH 14 SHARES OF WAL-MART @60.08 PER SHARE 800 SHARES OF UNI-MART @1.50 PER SHARE 841 00 1 200.00 TOTAL (Also enter on line 2, Recapitulation) $ 2,041.00 (if more space is needed, insert additional sheets of the same size) R~¢-1508 EX+ (6-98) ~_~ -~- COMMONW~EALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF EDWARD J. WEISS SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 00762 Include the proceeds of litigation and the date the proceeds were received by the estate. All proper'o/jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 SUMMERDALE FEDERAL CREDIT UNION - ACCOUNT #1/80.0 PNC BANK ACCOUNT ~0-8039-5323 5, 783.00 14,154.00 TOTAL (Also enter on line 5, Recapitulation) $ 19,937,00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99)~;~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF EDWARD J. WEISS SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 00762 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 2 3 4 5. 6. 7. FUNERAL EXPENSES: SULLIVAN FUNERAL HOME PASTOR GEORGE JENSEN ENOLA CHURCH OF GOD JAMES R. GINGRICH MEMORIALS ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal ReDresentative(s) Social Security Number(s)/EIN Number of Personal Representative(s) _ Street Address City State Zip Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State . Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees HELEN M SLAVEN, REIMBURSEMENT FOR TRAVEL FROM VA. TO PA - 680 MILES @.36 TOTAL (Also enter on line 9, Recapitulation) $ 6,045.00 100.00 500.00 80.00 250.00 271.00 100.00 50.00 245.00 7 641.00 (If more space is needed, insert additional sheets of the same size) REV-1512 EX.- (12-03) ~ -,~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF EDWARD J. WEISS SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 00762 Re 3ort debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 5 6 7 8 9 WEST SHORE EMS, BILL ALE RT PHARMACY, BILL CARLISLE REGIONAL MEDICAL CENTER, BILL CENTRAL PENN MEDICAL GROUP EMERGENCY, BILL CENTRAL PENN MEDICAL GROUP EMERGENCY, BILL LEHIGH VALLEY PHYSICAL THERAPY, BILL HOLY SPIRIT HOSPITAL, BILL MOBILE X-RAY IMAGING, INC., BILL PA DEPARTMENT OF REVENUE, 2003 INCOME TAX 53.00 222.00 7600 248 O0 28.00 151.00 89.00 67.00 38.00 TOTAL (Also enter on line 10. Recapitulation) $ 972.00 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ COMMONWEALTH OF' PENNSYLVANIA iNHERI?ANCE ]AX RETURN RESIDENT DECEDENT ESTATE OF EDWARD J. WEISS NUMBER 2 3 4 [! SCHEDULE J BENEFICIARIES RELATIONSHIP TO DECEDENT NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) EDWARD J. WEISS, JR, 3713 JANNEY LANE SW, ROANOKE, VA., 2401_ JOHN E. WEISS, 9 CARDINAL DRIVE, STEVENS, PA, 17575 MARGARET W CROUCH, 10 LAKE SHORE LANE, LANDENBERG, PA 1_ HELEN M. SLAVE, P O BOX 45, HOOD, VA. 22723 SON SON DAUGHTER DAUGHTER FILE NUMBER )0762 AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.25 0~25 0.25 0.25 $ 0.00: (If more space is needed, insert additional sheets of the same size) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DTVZSTnN DEPT. 280601 HARRISBURG,, PA 171Z8-0601 HELEN M SLAVEN PO BOX 45 HOOD VA 22725 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT RE¥-1607 EX &FP (01-05) DATE 09-07-2004 ESTATE OF WEISS SR DATE OF DEATH 09-04-2005 FZLE NUHBER 2! 05-0762 COUNTY CUMBERLAND ACN 101 I Amoun~ Remi~ed EDWARD J HAKE CHECK PAYABLE AND REHZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credi~ ~o your eccoun~c, subei~ ~:he upper portion of ~:his form wi~h your ~cax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS '~ REV-1607 EX AFP (01-03) #xx INHERITANCE TAX STATEMENT OF ACCOUNT x~ ESTATE OF WEISS SR EDWARD J FILE NO. 21 03-0762 ACN 101 DATE 09-07-2004 TH'rS STATEHENT IS PROV'rDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM 'rN THE NAMED ESTATE. SHO#N BELO# 'rs A SUMMARY OF THE PRINCIPAL TAX DUE, APPLXCAT/ON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT: 07-19-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 601.43 PAYHENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 12-08-2005 08-16-2004 CD003317 REFUND .00 .00 IF PAID AFTER THIS DATE, SEE REVERSE S/DE FOR CALCULATION OF ADDITIONAL /NTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT' (CR), TOTAL TAX CREDIT 601.43 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. Glenda Farner Strasbaugh Register of Wiils and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (71 7) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: E state of: Estate No: 302 4/8/2005 EDWARD T WEISS 21-03-0762 HELENMSLAVEN 138 WOLFTOWN HOOD ROAD P.o. BOX 94 HOOD, VA 22723 JA Qty 1 Fee Description Short Certificates Fee Total 2.00 $2.00 Total: $2.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please rerum one copy of this invoice with your payment. Thank you. Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: HELENMSLAVEN 138 WOLFTOWN HOOD ROAD P.o. BOX 94 HOOD, VA 22723 InvoiceNo: Invoice Date: Estate of: Estate No: 302 4/8/2005 EDWARD T WEISS 21-03-0762 JA Qty 1 Fee Description Short Certificates Fee Total 2.00 $2.00 Total: (l Iv (I( JI- /;;; 3'/5' $2.00 afL~ . , ~r:-47tL ~~~~ ~/ /~~ Otecks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. v -"' D i:" C i:" I \{ i:" n ('I'''' 1 f\ "'M~, ~ i/ J\L- '-I t '-'-" ',' ( lj Estate of WEISS EDWARD J La te of MECHANICSBURG BOROUGH ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-03-00762 Date: 10/17/2005 NO.: 21-03-00762 SLAVEN HELEN M POBOX 94 HOOD VA 22723 .,... NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6. 12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: SLAVEN HELEN M Personal Representative Counsel: ** NO INFORMATION FOUND ** Date of Decedent's Death: 9/04/2003 Date of Delinquency Notice: 9/04/2005 The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans' Court, in accordance with rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orhans' Court Rules, was given by the Clerk of Orphans' Court on 8/09/2005 and that the ten (10) day notice to file the status report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File Personal Representative Counsel G6~~ Clerk of Orhans' Court A hearing is scheduled for November 21, 2005 at 10:00 AM in Courtroom No.2. If the Status Report is filed ~to the hearing date, the hearing will automatically jP~cancellled. ,,/ /"'" .,/' ~ (") N Z r- N ~...... .-.... ~........ .-.. Helen M. Slaven Post Office Box 94 Hood, Virginia 22723 (540)948-6552 email -theslavens@earthlink.net November 16, 2005 Glenda Farner Strasbaugh Register of Wills and Clerk of the Orphans' Court 1 Courthouse Square Carlisle, PA 17013-3387 In Re: Edward J. Weiss -- File #21-03-00762 Dear Ms. Strasbaugh: I am in receipt of "Notice of Failure to File Status Report " on the above styled estate. This "Notice" refers to a notice in reference to a "Status Report" being given on 8/09/2005. I received no such request for a "Status Report". On June 1, 2004, I sent, via UPS, two copies of "Rev-1500 Inheritance Tax Return" to your office. I assumed this was all that was needed to close the estate. I am enclosing another copy of this return (without supplements). I am also enclosing the completed "Status Report" which was attached to the "Notice" mailed to me on October 25, 2005. I am assuming this report will end the matter and that the estate of Edward J. Weiss is approved and closed. Please let me know if this is not the case. Thank you so much. Sincerely yours, /'J/uJ71l ~ Helen M. Slaven Enclosures Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Ff)ttJ/J~ /J T /A/FIS.s Date of Death: &9 /(1 tf / ;).. tJ 0 ~ I I Estate No.: 4/-03- tJtJ 7~~ 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: Y es ~ No 0 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 0 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]gl No 0 c. Copies of receipts, releases, joinders and approval of fonnal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. L;jL~ /./duu /l1 ~ Date: Signature /1e-aJ /1J. 5uvetJ Name ~cJ. Edt q~ f1at1/J, tI/l ~~7:;{ ~ Address 911)- 9~g.~ss-~ Telephone No. Capacity: M Personal Representative o Counsel for personal representative vI: Rt.'J-'Slv.'tEJC (fiJ1J) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT @@fP>\y FILE NUMBER 03 00762 -IlUI.lBER-- '* COMMONWEALTH OF PENNSYlVAN~ ." ~ .. OEPARTMENT OF REVENUE , DEPT. 280601 .. . . ~ HARRISBURG, PA 17128-0601 OOUNTY COIlE ~blR .... Z W C W o W C OECEDENrs NAME (LAST, FIRST. AND MIDDLE INITIAL) WEISS, EDWARD J ';;~:2:;~ (W~D.VEAR) "--"~~~:~;~~\4MnD~EARI iiF APPLICABLE) SURVIVING SPOUSE'S NAi.i:(lASI; FIRSfANO M1DOlEii~rrlAi..)- SOCIAL SECURITY NUMBER 167-07-2017 w '"' liC:!!:C1l uD::liC wau :r;Oo ult..l alO ~ ~ 1. Original Retum o 4. Limited Estate IX] 6. Decedent Died Testate (AUlxhCOll'f oIMI) o 9. Litiglltion Procllllds Received. o 2. Supplemental Retum o 4a. Futurelntllresl Compromise (:mtIl alrleeth_ !2.12-8?1 D 7. Decedent Mainmined a Living Trust (AtIBclt (OIlY of T....) D 10. Spousal Puverty Credit (OOto or deeIh betWlllll112.3~ .91 iIIII 1-!-95) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS _._.,_._~_._.. .-_ - .~__._. ,,_.. ______ . _..___n ._..__._ ______.___. .~__~__.__ SOCIAL SECURITY NUMBER o 3. Remainder Return (dale ordoo'hlll1or '0 '2..1~.82! o 5. Federal Estate lax Relum ReqlJ!red 8. Tolal Number of Safe Depostl Boxes o 1'1. Eleetion to tax under Sec. 9113(AIIAl"'''' Sel: 01 ~ i5 Q Z ~ C1l W It It o U ....t~l$..~~rl.....M~t..II..Q..utt~Q;.At'.~q~AI.~.,~~._..IOH'..mI#Tt,~(:.lNfo.mMt""..~U'~.....m'lm-~DT~t... NAME COMPLETE MAlUNG ADDRESS '::I~L~~_~=--~!-~YEN POBOX <t5:' 'I'" FIRMNAME(.~l HOOD, VA. 22723 TELEPHONE NUMBER (540) 948-4800 (1) (2) (3) (4) (5) ............................___.._........_~~~~9.Q...._._.. z o ~ ...I ~ 0: < o w a: 1 Real E.tale (Schedule A) 2. Slocks and Bonds (Schedule B) 3. Closely Held Corporation. Partnership or Sole-Proprietorship 4. Mortgages & Notes RllCllivable (Schedule D) 5. Cash. Benk Deposits & Miscellaneous Personal Properly (SchedUle E) 6. Joinny Owned Properly (Schedule F) D Separate Billing Requested 1. Inter-Vivos Translers & Miscellaneous NOlI-Probate Property (Sdledul9 G or L) 8. Total GrolS A!lHIs (total Lines 1.7) 9. Funeral Expenses & Admlnlstrative Costs (Schedule H) 10. Debts of Decedent. Mortgage Liabllnias. & Liens (Schedule I) 11. Totll Deductions (lolall.ines9 & 10) 12. Net Value of Estlte (line 8 mill us Une 11) 13. Charitable and Governmental BequestS/See 9113 Trusts for whiclllln eleclion to tax hes not been made (Schedula J) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ =' Q. :E o o ~ 15. Amount of Line 14 taxable all!1e spousal tax rate, or transfers under Sec. 9116 (aX1.2) x .0 _ (15) 13,365.00 x.O ~ (16) 2,041.00 (6) .._._..._.._m___.__..._...__....__._..____....._._. (7) 21,978.00 (9) (10) 14. Nllt Value Subject 10 Tax (line 12 mmus Line 13) (8) 7,641.00 972.00 (11) (12) (13) 8,613.00 13,365.00 (14) 13,365.00 .'.."...,...,........,'. ........ .,. -.....,... . .........-...,............_...,-. 16. Amount of Une 14 taxable at lineal rate 601.43 x .15 (fill l( .12 (17) --.-.......----.-..-....-.......-..........._.........m....... 17. Amount of Linll 14 IlIxllbla at mUng rete 18. AI1l'Junl of Line 14 taxable al collalelsl rate 19. Tax Due 20.~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVl::RPAYMENT ..:......,....'i.:.;....::..:.'.:.iii.jji.B~..~.:rO'.A~!lvw~.Ali#dtir$ti~.;('JW.~~.t;:.:~ANO~~fl.~MA1:H..K#:;::::;: ::.::::~::::}{;/:\::;::::::{:~::~::::: ... ::::;:<;:::;:::::'::::; ........'.'............, .....'....;.;.;.;.:.:-:.: ::;:::::::;:::::;-::;:;:;:::::;:::; (19) .......-..................h............m....h.....h. _..J~()1A.3..... ... -Decedent's Complete Address: STREET AOORESS _ 2100 BENTCREEK6LYP ci'iYMECHANicSBURG------------------- I STATEpA-----~~-TlIP1;~~~--.--.---m-- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 601 43 724.91 30.07 Total Credits ( A t B tel (2) 754.98 3. InleresllPenaity it applicable D. Interest E. Penalty 153.55 TotallrlleresVPan.1lty ( D + E ) (3) 4. II Line 2 is greater lhan Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) (SA) (58) A. Enter the interest on lhe lax due. B. Enter the tolal of line 5 + 5^-. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of lhe property Iransferred;.......................................................................................... 0 b. retain !he right 10 designate who shall use the property Iransferred or its income; ..................._........................ 0 c. relain a reversionary inlerest: or.......................................................................................................................... 0 d. rer.eive lhe promise for life of either payments. bef1efits or (:are? ...................................................................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequale consideration? .............................................................................................................. 0 3. Did decedent own an "in Irllsl for. or payable upon death bank acoount or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Accounl, annuity, or other non-probale property which oonlains a beneficiary designation? ........................................................................................................................ 0 No ~ !XI 00 I)(J ~ ~ ~ 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 p8l181lies of PIllPY. I dllcllII8lhall hlIv8 emrined iii r8ltm, indudng 8~ng Id18WIts and IIlat&rnenll. am 10 III best 01 my knowIIdgI and blllief. it II We. COIllId and cmnpIele. Dedaraton 01 pI1IplIIllt' oll..ttan I1e perIOIlIII ~Ils b888d on all fnformalon of which prepaI1II" hllll any knowIedga. :~2JJ~"2i'~ ~ ~I ADDRESS r7' POBOX 94, HOOD, VA. 22723 ..SIGN~JU .E ~REP~~ om TH~RESENT^-TIVE ADORES 128 B LLEVIEW AVE ORANGE VA 2296 ATE oj "J D 'f For dales of death on or after July 1, 1994 and bebre January 1, 1995, \he lax rate imposed on the net value of lransfers Co or for the use of the surviving spouse is 3% (72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or aileI' January 1, 1995, the lax raJe imposed on Ihe nel value of lransfers to or for Ihe use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)). The slalule does nol exempt a lransfer to a sUIVivlng spouse from lax. and the slalutory requirements for disclosure of assets and flUng a tax relum are still applicable even if the survMng spouse is !he only beneficiary. FIJI dates Ilr dlllllh 01\ or aRIlI .'uly 1, 2000: The lax rate imposed on !he net value of lral'lsfers from a deceased child twenty-one years of age or younger al death 10 or for the use of a natural parenl. an adoptive paren~ or a steplJsrenl of the child Is 0% I72 P.S. ~9116(a)(1.211. The lax rale imposed on the net value of transfers to or for the use of \he decedenfs linea! beneficiaries Is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. g9116(a)(1)). The tax rate imposed on lhe nel value of transfers to or for \he use of Itte decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)1. A sibling is defined, under Section 9102 as an individual who has at least one parent in common with the decedent, vmether by blood or adoption. . REV-1503 EX. (6-98)~. ~ COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF EDWARD J. WEISS FilE NUMBER 00762 All property folntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 14 SHARES OF WAL-MART @60.08 PER SHARE 800 SHARES OF UN I-MART @1.50 PER SHARE VAlUE AT DATE OF DEATH 84100 2 1,200,00 TOTAL (Also enter on line 2, Recapitulation) $ (f more space is nlltlded, insert additional sheets of the semB size) 2,041.00 RF.V.1508 E'X+ (6-98) _,<~O_ ~ COMMONW'EAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDE'.NT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF EDWARD J. WEISS FILE NUMBER 00762 Include the proceeds of litigation and the date the proceeds were received by the estate. An property jointly-owned with right of survivorship must be dlsolosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 SUMMERDALE FEDERAL CREDIT UNION - ACCOUNT #1180.0 2 PNC BANK ACCOUNT #150-8039-5323 5,783.00 14,154.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, inselt additional sheel$ of the same size) 19,937.00 REV.1S11 EX+ (12099). COMMONWEAtTH OF PENNSYLVANIA IN~ERlTANCE TAX RETURfII RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF EDWARD J. WEISS FILE NUMBER 00762 Debts of decedent must be reported on Schedule L ITEM NUMBER A. DESCRIPTION AMOUNT 2 FUNERAL EXPENSES: SULLIVAN FUNERAL HOME PASTOR GEORGE JENSEN ENOLA CHURCH OF GOD JAMES R. GINGRICH MEMORIALS 6,045.00 100.00 500.00 80.00 1. 3 4 B. ADMINISTRATIVE COSTS: 1. Personal Represen18liYe's Commissions Name of P8ISOnel Represen18lMt(s) Socls1 Security Number(s)/EtN Number or Personal Representative(s) Street Address City Slate Zip Year{s) Commission Paid: 2. Attorney Fees 250.00 3. Family Exemption: (tr decedent's address is nollhe seme as claimant's, attach explanation) Claimant Street Address City Slate . ,Zip . Relattonship of Claimant to Decedent 4. Probete Fill 5. Accounlant's Fees 6. Tax Return Preparer's Fees 7. HELEN M. SLAVEN, REIMBURSEMENT FOR TRAVEL FROM VA. TO PA. 680 MILES @.36 TOTAL (Also enter on line 9, Recapitulation) $ (II more space is needed, insert additional sheets oIlhe same size) 7,641.00 REV.1512 EX-112.03) .. COMKlNWEAl TH OF PENNSYLVANIA INHeRITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LlABIUTIES, & LIENS ESTATE OF EDWARD J. WEISS Report deblllncurred by the decedent prior to deltth which I'8m.lned unpaid a. of the dltte of deltth, Including unl'8lmbul'll8d medical expense.. ITEM VAlUE AT DATE NUMBER DESCRIPTION OF DEATH t FilE NUMBER 00762 2 WEST SHORE EMS, BILL 5300 ALERT PHARMACY, BILL 222.00 CARLISLE REGIONAL MEDICAL CENTER, BILL 76.00 CENTRAL PENN MEDICAL GROUP EMERGENCY, BILL 248 00 CENTRAL PENN MEDICAl GROUP EMERGENCY, BILL 28.00 LEHIGH VAlLEY PHYSICAL THERAPY, BILL 151.00 HOLY SPIRIT HOSPITAl, BILL 89.00 MOBilE X-RAY IMAGING, INC., BILL 67.00 PA DEPARTMENT OF REVENUE, 2003 INCOME TAX 38.00 3 4 5 6 7 8 9 TOTAL (Also enter on line 10, Recapitulation) $ (If more space Is needed, Insert additional sheets of the same size) 972.00 RFV-t513F.X+(9.(lO) t,.JnO - f.oMPMJNWEAl TH Of PENNSYLVANIA INff[RHANCE TAX RHlIRN RESIDENT OECF.DE'NT SCHEDULE J BENEFICIARIES ESTATE OF EDWARD J. WEISS RElATIONSHIP TO DECEDENT NUMBER NAME AND ADDRESS Of PERSON(S) RECEIVING PROPERTY Do Not LIlt Trultee(s) I TAXABLE DISTRIBUTIONS pnclude outright spousal distributions. and lIansfers under Sec. 9116 (a) (1.2)1 EDWARD J. WEISS, JR, 3713 JANNEY LANE SW, ROANOKE, VA., 2401 SON . FILE NUMBER 00762 AMOUNT OR SHARE OF ESTAT~ 0.25 2 JOHN E. WEISS, 9 CARDINAL DRIVE, STEVENS, PA, 17575 SON 025 3 MARGARET W CROUCH, 10 LAKE SHORE LANE, LANDENBERG, PA 1 DAUGHTER a 0.25 4 HELEN M. SLAVE, POBOX 45, HOOD, VA. 22723 DAUGHTER 0.25 ENTER DOlLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV-I500 COVER SHEET " NON.TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAl DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space Is needed. insert additional sheell of the same size) 0.00