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Home My WebLink About04-0531Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS a/k/a WILBERT DAVIS WEAR Deceased Social Security No. 076-12-9109 Petitioner(s), who is/are 18 years of age or elder, apply(ies) for: (COMPLETE "A" OR "S" BELOW:) ~4Cc¢~-',¢' '~ ~>'"/A'~,'~ /0~ A. Probate and Grant of Letters and aver that Petitioners. the executrix named in the Last Will of the Decedent, dated ;May 4, 1989 and codicil(s) dated State relevant circumstances, e.g. renunciation, death of Executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child borh:or'adop.~t~l after exgCution of the documents offered for probate; was not to victim of a killing and was never adjudicatedincomp6~nt: C- I B. Grant of Letters of Administration (d.b.n.c.t.a.: pendente lite durante absentia durante minori~) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at Bethany Village, 325 Wesley Drive, Upper Allen Township (List street, number and municipality) Decedent, then 88 years of age, died May 16, 2004 at Holy Spirit Hospital, Camp Hill, PA (Location) 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 ...................................................................................................................... $ Total ......................................................................................................... $ 775,000.00 125,000.00 900,000.00 Real Estate situated as follows: 2430 S. Market Street, Upper Allen Township, Cumberland County Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the undersigned: // Signature Typed or printed name and residence Wanda Jones, Trust Officer Mellon Bank, N.A., Room #1930205 Mellon Bank Center 1735 Market St., Philadelphia, PA 19103 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the f~going Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed Before me this --'l''¥-~- day of ,2004. By: MI~LLON/BANJO; N.A. ' Wanda Jones, T~'ust Officer Estate of Wilbert D. Wear a/k/a Wilbert Davis Wear , Deceased. Social Security No: 076-12-9109 Date of Death: 5/16/2004 AND NOW, ~ · '-'[ ,2004, in consideration of the Petition on the reverse side hereon, satisfa~)ory proof having been presented before me, IT IS DECREED that Letters Testamentary d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate are hereby granted to MELLON BANK, N.A. in the above estate and that the instrument(s) dated May 4, 1989 described in the Petition be admitted to probate and filed of record as the last Will of the Decedent. FEES Letters ........................... $ Short Certificate(s) $ Renunciation .............. $ Affidavit ( ) .................. $ Extra Pages (.~) ....... $ Codicil ............................ $ JCP Fee ....................... $ Inventory ...................... $ Other ........................ : ..... $ TOTAL .........$ l.,L°oO, oo Register of Wills Attorney: Edmund G. Myers I.D. No: 20558 Address: Johnson, Duffle, Stewart & Weidner, 301 Market Street, P.O. Box 109, Lemoyne, PA 17043- Telephone: 717-761-4540 hi,. is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Ix~c..d Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph~; · Fee for this certificate, $2.00 No. Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Wear .W ill ani taut nt WILBERT D. WEAR I, WILBERT D. WEAR, of the Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as a~d for my Last Will amd Testame~ hereby revoking and making void any and all wills or codicils at any time heretofore made by me. ARTICLE I I direct the payment of all my legal debts, and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, skill from my Residuary Estate as part of the expense of the administration of my Estate. ARTICLE II : I give and bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto those of my daughters, JENNIFER H. WEAR, PRUDENCE W. SCHAFFNER, ANN W. MELANDER, who survive me, to be divided among them by my Executor with due regard for their personal preferences in as nearly equal shares as practical. If there be disagreement as to the disposition of any one item or items, I direct that the same shall be sold and the proceeds distributed under Article III hereof. Wear .W ARTICLE III Ail the rest, residue and remainder of my Estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath unto my daughters, JENNIFER H. WEAR, PRUDENCE W. SCHAFFNER, ANN W. MELANDER, in equal shares, provided that should any of my daughters predecease me, I give, devise and bequeath such deceased daughter's share unto her issue, per stirpes by representation, and if there be a failure of same, I give, devise and bequeath such deceased daughter's share unto my then-living issue, per stirpes by representation. ARTICLE IV In the event that any beneficiary of my Will shall not have reached the age of twenty-one (21) years at the time of my death, I give, devise and bequeath each such beneficiary's share unto COMMONWEALTH NATIONAL BANK, in SEPARATE TRUST, to hold, manage, invest and reinvest the share(s) so received and the accumulation of income thereon, and to use and apply the income and principal, or so much thereof, as, in Trustee's discretion, may be necessary or appropriate for such beneficiary's support and education (including college education, both graduate and undergraduate, and vocational training beyond high school) without regard to his or her parent's ability to provide for such support or education, or to make payment for these purposes, without further responsibility, to such beneficiary or to such beneficiary's parents or to any person taking care of such beneficiary. When such beneficiary shall reach the age of twenty-one (21) years, Trustee shall distribute to him or her absolutely one-third (1/3) of the principal and any income accumulated thereon, and the balance of principal and any income accumulated thereon when such beneficiary shall reach the age of twenty-four (24) years, at which time the Trust shall terminate. In the event such beneficiary dies before receiving final distribution, I direct that the Trust shall terminate and the balance of principal and income accumulated thereon shall be paid over unto the personal representative of such deceased beneficiary. The interest of any beneficiary hereunder shall not in any way be subject to assignment, alienation, pledge, attachment or claims of creditors of such beneficiary and may not otherwise be voluntarily or involuntarily alienated or encumbered by such beneficiary. Wear .W ARTICLE V I name, constitute and appoint COMMONWEALTH NATIONAL BANK, Executor of this my Last Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~ day of ~ , 1989. WILB~RT D. WEA~ (SEAL Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses. Wear .W ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : : SS: : and WILBERT D. WEAR, the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~ Wi'I~BERT-D. 'WEAR Subscribed, sworn to and acknowledged before me by WILBERT D. WEAR, Testator, and subscribed and sworn to before me by and ~_:~(.:~M/f-~f'/~'?.~: ~/'; i~L(/f.f[5 , witnesses, this day of Notary Public , NOTARIAL SEAL I SHARON L. CANDIOTO, NOTARY PUBLIC I LEMOYN£ BORO. CUMBERLAND CO. j~v CO~,tZSSION~XPmES ~ARC~ ~4, l~gOJ Mellon August 13, 2004 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Re: Wilbert D. Wear Died May 16, 2004 Will #21-04-0531 Dear Sir: Enclosed please find a check in the amount of $28,105.72 which represents payment on account of the Pennsylvania Inheritance Tax within three months of the decedent's death. Please send us your official receipt. Sincerely, y~r le Vice President Encl. Cc: Wanda S. Jones, A.V.P. Edmund G. Myers, Esq. FAB/j s Private Wealth Management Room 193-0205 · 1735 Market Street · RO. Box 7899 · Philadelphia, PA 19101-7899 Mellon Financial Company? COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OFINDIVlDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 0O4276 MELLON BANK SUCCESOR TO 1735 MARKET STREET PHILADELPHIA, PA 19103 ........ fold ESTATE INFORMATION: SSN: 076-12-9109 FILE NUMBER: 2104-0531 DECEDENT NAME: WEAR WlLBERT D DATE OF PAYMENT: 08/16/2004 POSTMARK DATE: 08/1 3/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/16/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $28,105.72 REMARKS: TOTAL AMOUNT PAID: $28,105.72 CHECK//10651990 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Room 193-0205 1735 Market Street P.O. Box 7899 Philadelphia, PA 19101-7899 7003 2260 0007 2830 0918 PAID PHILADELPHIA. PA 19102 v~~rw~ ~r,,r~'s AMOUNT $2.G? 0000 17013 00044632- l ~,' REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE CARLISLE PA 17013-3387 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Wilbert D. Wear a/k/a Wilbert Davis Wear Date of Death: May 16, 2004 Will No.: 21-04-00531 Admin. No.: To the Register: I certify that the 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 ..~'(/--)/ / ~ ,2004 Name Address Prudence Wear Schaffner 21059 142® Ave., SE, Kent WA 98042 Jennifer H. Wear 20942 River Blvd., Monte Rio, CA 95462 Ann Wear Melander 10920 Oak Wood Ave., South Seattle, WA 98178 Notice has no~ been given to all persons entitled thereto under Rule 5.6(a) except Date: July /2- ,2004 None. Signature Name: Edmund G. Myers, Attorney Johnson, Duffie, Stewart & Weidner Address 301 Market St. P. O. Box 109 Lemoyne, PA 17043-0109 Telephone: (717) 761-4540 Capacity: Personal Representative X Counsel for personal representative AFFIDAVIT OF EXECUTOR COMMONWEALTH OF PENNSYLVANIA ) ) SS COUNTY OF PHILADELPHIA ) Personally before me, the undersigned authority, a Notary Public in and for said County and State, appeared Wanda S. Jones, Estate Officer, who being duly sworn according to law, deposes and says that MELLON BANK, N.A., is the Executor of the Estate of Wilbert D. Wear, deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal Estate of Wilbert D. Wear, deceased, except real estate outside the Commonwealth of Pennsylvania, that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death. Swom and subscribed before me This//~day of ~, 2004 Notary Public / Wanda~S. Jone~ Estate Officer of Mellon Bank, N.A. Inventory of all real and personal estate of Wilbert D. Wear, deceased, late of Bethany Village, 325 Wesley Drive, Mechaniscburg, Cumberland County, Pennsylvania, 17055, taken and made in conformity with the above deposition as of May 16, 2004, date of the decedent's death. Will No. 2004-00531. Edmund G. Myers, Esquire P.O. Box 109 Lemoyne, PA 17043-0109 Phone: 717-761-4540 INVENTORY FOR THE ESTATE OF WILBERT D. WEAR WHO DIED ON MAY 16, 2004 ============================================================================== Cash Housing Auth Of Cumberland County - Balance June, 2004 Rent for Tenant at 2430 Market St., Mechanicsburg PA Property The Patriot News Subscription Refund Cash Found Among Decedent's Possessions Capital Blue Cross Premium Cancellation Refund Of Policy No. 076129109 Morgan Stanley - Div On 1,045 Shs Of Mellon Finl Corp, Payable Before Date of Death, 5/14/04 W. David Rowe Antiques - Proceeds Re Sale Of Personalty In Decedent's Room At Bethany Village Citizens Bank Svgs A/C No. 6140204453 Date of Death Proceeds Interest accrued to 05/16/04 Citizens' Bank Checking A/C No. 6100594289 Date of Death Balance Morgan Stanley Money Market A/C No. 410-030979-0 Proceeds Re Sale Of Motorized Scooter Equiserve Inc.-Proceeds Re Sale Of 3.9870 Fractional Shares of General Motors Corp. Common Stock @ $42.9802/Share Travelers' Insurance Co. Fire Insurance Policy No. 034269696 Premium Refund 157.00 23.75 6.00 187.06 188.10 790.00 7,242.16 1.59 4,391.39 1,268.49 700.00 171.36 112.00 FORWARD $ 15,238.9~ Account No. 108439MQ000 1 INVENTORY FOR THE ESTATE OF WILBERT D. WEAR WHO DIED ON MAY 16, 2004 ============================================================================== FORWARD $ 15,238.90 Cash (cont'd) Express Scripts Prescription Drug Payment Refund Electric Recliner Sale Proceeds 220.21 t00.00 Real Estate 2430 South Market St. Mechanicsburg, PA 17055 Stocks 400 Shs. Altria Group Inc 1,070 Shs. American Electric Power Inc Dividend record date 05/10/04 payable 06/10/04 30 Shs. At & T Corp 1,052 Shs. Bellsouth Corp 1,032 Shs. Exxon Mobil Corp Dividend record date 5/13/04 payable 06/10/04 114 Shs. General Motors Corp Dividend record date 05/14/04 payable 06/10/04 8,096 Shs. Harsco Corp Dividend record date payable 379 Shs. Hershey Foods Corp 650 Shs. J P Morgan Chase & Co 120,000.00 19,777.00 31,647.93 374.50 499.73 26,910.16 44,592.72 278.64 4,992.35 57.00 331,834.80 2,226.40 33,586.03 23,040.88 FORWARD Account NO. 108439MQ000 - 2 - 655,377.25 INVENTORY FOR THE ESTATE OF WILBERT D. WEAR WHO DIED ON MAy 16, 2004 ============================================================================== FORWARD $ 655,377.25 Stocks (cont'd) 177 Shs. Lucent Technologies Inc 1,045 Shs. Mellon Finl Corp 681 Shs. Scana Corp New 1,500 Shs. U G I Corp New 1,071 Shs. Verizon Communications 566.84 29,239.10 22,743.70 45,780.00 38,818.40 Personal Property Jewelry appraised @ 2,225.00 TOTAL PRINCIPAL RECEIPTS $ 794,750.29 Account No. 108439MQ000 - 3 - -~ ....." L.Ll 8: '" ~~ ~ d: ~t- ~~ tii -~.'5 .,......~ OI::lif__O ~c o..~~..J~_ 'E '1iiiiI'""7 c ."..~ c:o<l: ~ 5 ~ ::> ~ :I: 0. ,- (1)\ ~f = en " = R'I!, IIYBI " I, .... ~; (Di, L.,.t --i\ U-Il ru l"- I"- m Ul tr C] '" ..D C] C] C] C] .-'< Lr1 ru :r C] C] r'- ~ ~ ''''O;ll, ,',....;/' ..' ~'l . .--~ .~ 2 '" '" p o ,.... " 00 E-< M '" M P o~c!, u<>::~ lZl>t~~ ,..,!;;: O'~ ~Ptl) ~o~<1i CJ U) p.-1 ~S8 <>:::;,J":::l ~~~tI) Eool~=:>H tI.leOH tjpu~ gau~u ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ' BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV- 1162 EX( 11 -96} RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MELLON BANK SUCCESOR TO 1735 MARKET STREET PHILADELPHIA, PA 19103 -------Iold ESTATE INFORMATION: SSN: 076-12-9109 FILE NUMBER: 2104-0531 DECEDENT NAME: WEAR WILBERT D DATE OF PAYMENT: 02/14/2005 POSTMARK DATE: 02/11/2005 COUNTY: CUMBERLAND DATE OF DEATH: 05/16/2004 NO. CD 004946 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,460.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 10708332 SEAL INITIALS: CCP RECEIVED BY: REGISTER OF WILLS $3,460.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS REV-1500EX(~Cl';l) OFFICIAl USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 04 0531 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ Wear wilbert ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) ~ 5/16/2004 3/2/1916 W (IF APPLICABLE) SURVIVING Spouses NAME (LAST, FIRST, AND MIDDLE INITIAL) C D SOCIAL SECURITY NUMBER 076-12-9109 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURllY NUMBER W I- ::.t::~cn (JII:l< wo.(J J:~ (Jo.", 0. .. 001. D4. D6 D9. Limited Estate Litigation Proceeds Reeeived D 2. Supplemental Retum D 3. Remainder Return (date of death prior to 12-13-62) D 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Return Required D 7. Decadent Maintained a Living Trust (Allach copy of Trust) L B. Total Number of Sale Deposit Boxes D 10. Spousal Poverty Credit (date of death belween 12.31.91 aro;l 1.1.95) D 11. Election to tax under See. 9113(A)(A1I3ChSchO) CONFlDENTIALTAX'INFORWm6N sHliJ_iliREC1'EQ-Em COMPLETE MAILING ADDRESS Mellon Bank Center, RM 193-0205 Original Retum Decedent Died Testate (Allach copy of Will) !; w c z o 0. U> W II: II: C " .:J!!'!!!f;!lE!iTIQ NAME Don E. Marchione, V.P. FIRM NAME (If Applicable) Mellon Bank, N.A. TELEPHONE NUMBER 215-553-2546 P.O. Box 7899, Phi1a, PA 19101-7899 l' ~ 2. Stocks and Bonds (Schedule B) (2) 128,500 657,141 o o -GfFICI.AJ... USE ,QN~ Y 1. Real Estate (Schedule A) (1) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) Ci') 4. Mortgages & Notes Reeeivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) Z 6. JO Owned Property (Schedule F) 0 i= Separate Billing Requested ~ ...J 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property ::l (Schedule G or L) l- ii: B. Total Gross Assets (total Lines 1-7) ~ 0 W 9. Funeral Expenses & Administrative Costs (Schedule H) a: (4) (5) (6) 16,284 o -,....l (7) o (9) (B) 61,709 7,524 (11) (12) (13) (14) 801,925 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total lines 9 & 10) 69,234 732,691 o 12. Net Value 01 Estate (Line B minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES 15. Amount of Line 14 taxable at the spousal tax 0 Z rate, or transfers under Sec. 9116 (a)(1.2) , .0 0 ;:: 16. Amount of Line 14 taxable at lineal rate 732,691 '.0 .. I- :> 0 0. 17. Amount of Line 14 taxable at sibling rate x.12 ,. 0 0 (J 1B. Amount of Line 14 taxable at collateral rate x.15 >< .. Tax Due I- 19. 732,691 ~(15) ~(16) o 32,971 (17) o (18) o (19) 32,971 20 o CHECK HERE IF YOU ARE REOUESTING A REFUND OF AN OVERPAYMENT I' ..t..'1It:;r ,B~"".l>IIIII!E~~lq__~t1~~~1""!!i!t~M~21f. ,..= '^'Ti.0~S7 <Iti::;:i 3W46451.QOO Decedent's Comnlete Address: '~32r~~~~~y Drive CUmberland CITY Mechanicsburg I STATE IFA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) o 28,106 1,405 Total Credits (A + B + C) (2) 3. Interest/Penalty il applicable D. Interest E. Penalty o o Total Interest/Penalty (D + E) (3) 4. If Line 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 (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) I ZIP 17055- 32,971 29,511 o o 3,460 o No [JCJ [JCJ [JCJ [JCJ [JCJ Qg contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D []g IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, il is true, correct and clll'1lllele. Declaration of preparer other than the personal representative Is based on all information 01 which preparer has any knowledge 51 RE OF PERSON RESPON~;Z~: n _ "'^- ~ . ?7Ja,U.,t;~J 1/,f7., / /;Z:L.fj~ ;&/1) ~J JJ,A. 7?'~. 8t7':Jl.. 7g1; 1/J/~ 1/,4 SIGNAlURE OF PREPARER OTHER THAN REP SENTATIVE 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which Yes D D D D D D DATE ~-/t:?-O~ AOORESS DATE IIlIl For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S.~ 9916 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~ 9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if thl~ surviving spouse is the only beneficiary. Fo.r dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~ 9116(a)(1.2)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~ 9116(1.2) [72 P.S. ~9116(a)(1)). The tax rate imposed on the net value of transfers to or for the use olthe decedenrs siblings is 12% (72 P.S. ~ 9116(a)(1.3)). A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 3W46461.000 F!EV.t5C2 EX ~ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Wilbert D. Wear 21 04 0531 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 JolnUy-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIP1l0N VALUE AT DATE OF DEATH Res1dent1a1 Real Estate - 2430 S. Market Street, Mechanicsburg, PA 17055- sale price 128,500 3W469~, 1.000 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 128,500 REV-1503 EX + (6-96) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER wilbert D. Wear 21 04 0531 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1.3.946 shares General Motors Corp. cammon stock held in dividend reinvestment plan DESCRIPTION VALUE AT DATE OF DEAlH 173 Dividend accrued on 5/16/2004 2 2 securities held at Morgan Stanley Account No. 410 012375 073 - see attached 656,966 3W46961.000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 657,141 ESTATE OF WILBERT D. WEAR FILE NO. 21 040531 PENNSYLVANIA INHERITANCE TAX RETURN I A TT ACHMENT TO SCHEDULE B I EXCHANGE FACE/SHS DESCRIPTION OF SECURITY CUSIP # .M.EA.M DEATH 1 1.500 UGI CORP NEW 9026811 05 NYSE 30.5200 45.780 2 LOll VERIZON COMMUNICATIONS 92343V104 NYSE 36.2450 38.818 3 177 LUCENT TECHNOLOGIES INC 549463107 NYSE 3.2025 567 4 30 AT&T CORP 001957505 NYSE 16.6575 500 5 1.032 EXXON MOBIL CORP 30231 G 102 NYSE 43.2100 44.593 Div.27 E 5111 Rec 5113 Paid 6110104 279 6 1.045 MELLON FINL CORP 58551 A 108 NYSE 27.9800 29,239 7 400 ALTRA GROUP INC 022095103 NYSE 49.4425 19,777 8 681 SCANA CORP NEW 80589M 102 NYSE 33.3975 22.744 9 650 J P MORGAN CHASE & CO 46625H I 00 NYSE 35.4475 23.041 10 1.070 AMERICAN ELEC PWR INC 025537101 NYSE 29.5775 31,648 Div .35 E 5106 Rec 5110 Paid 6110104 375 11 1.052 BELLSOUTH CORP 079860102 NYSE 25.5800 26,910 12 114 GENERAL MTRS CORP 370442105 NYSE 43.7925 4,992 Div.5 E 5/12 Rec 5114 Paid 6110104 57 13 8,096 HARSCO CORP 415864107 NYSE 40.9875 331.835 Div.275 E 41/3 Rec4115 Paid 5/17104 2,226 14 379 HERSHEY FOODS CORP 427866108 NYSE 88.6175 33,586 TOTAL 656,966 108439MQOOO . WEAR, WILBERT D. EST RE\l-1503EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Wilbert D. Wear FILE NUMBER 21 04 0531 Include the praceeds af litigatian and the date the proceeds were received by the estate. All property JolnUy-owned with the right of survivorship must be disclosed on Schedule F. VALUE AT DATE OF DEATH ITEM NUMBER DESCRIPTION 1 CapitOl Blue Cross Policy No. 076129109 - insurance premium refund 187 2 Cash Found at Bethany Village Apartment 6 3 Citizens Bank Checking Account No. 6100594289 4,391 4 Citizens Bank Savings Account No. 6140204453 7,242 Interest accrued to 5/16/2004 2 5 cumberland County Housing Authority - rent subsidy payment 157 6 Electric Recliner 100 7 Express Scripts - insurance proceeds in reimbursement of pharmacy bill 220 8 Jewelry - per attached appraisal by Coleman Jewelers 2,225 9 Morgan Stanley Account No. 410 012375 073 - cash balance at date of death 128 10 Motorized Scooter 700 11 Patriot News - subscription refund 24 12 Tangible personal property located at Bethany Village - sale price 790 13 Travelers Insurance CO. - premium refund 112 3W46AD1000 TOTAL (Also enter on line 5 Recanitulation' !I: (If mare space is needed, insert additional sheets af the same size) 16,284 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Wilbert D. Wear FILE NUMBER 21 04 0531 Debts of decedent must be reported on Schedule I. IT NU EM MBER DESCRIPTION AMOUNT FUNERAL EXPENSES: L Ann Melander - reimbursement for payment to minister 100 Total fram continuation pages 2,279 ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 35,077 Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) - - Street Address City State Zip Year(s) Commission Paid: :2. Attorney Fees 12,000 3. 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 4. Probate Fees 542 5. Accountant's Fees ,6. Tax Return Preparer's Fees 7. 1 Coleman Jewelers - jewelry appraisal 87 2 CUmberland County Law Journal - advertising 75 Total fram continuation pages 11,549 TOTAL (Also enter on line 9, Recapitulation) $ 61,709 A. B. 3W46AG 1.000 (If more space is needed, insert additional sheets of the same size) Schedule H part 1 (Page 2) Estate of: wilbert D. Wear J:tem No. Description Amount 2 Ann Soder - organist compensation 75 :1 Joe Holtzinger - services at funeral 50 4 Mt. view Cemetery - burial expense 400 5 Neill Funeral Home - funeral expense 1,635 6 Pealer's Flowers - funeral flowers 119 Total (Carry forward to main schedule) 2,279 Schedule H part 2 (Page 3) Estate of: wilbert D. Wear J:tem Nc). :1 4 Description Amount Eileen B. Packer - cleanout of Bethany Village apartment 135 Francis G. Billow - grounds maintenance 400 5 Marsh USA - real property insurance 6 7 8 9 10 11 12 135 Mellon Bank, N.A. - real estate management fee 1,285 P. Scott Archibald - real estate appraisal 300 PPL - electric utility bills 69 Real Estate Closing Costs - per attached settlement sheet 9,029 T.A. Financial Services - title search 50 The Patriot News - advertising 122 United Water - water bills 25 Total (Carry forward to main schedule) 11,549 R_EVi1512 EX: (i2-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wilbert D. Wear SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 04 21 0531 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Alert Pharmacy - balance due 139 2 Armesto Eye Associates - balance due 90 3 AT&T - phone bill 34 4 Bethany Assisted Living - balance due 6,718 5 Citizens Bank - maintenance fee 20 6 Foot Care Center - balance due 10 7 West Shore EMS-ALS - balance due 514 3W46AH 2.000 TOTAL (Also enter on line 10, Recaoitulation) $ (If more space is needed, insert additional sheets of the same size) 7,524 REV-1~,13 e;:Xt(9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF wilbert D. Wear FILE NUMBER 21 04 0531 NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE 1 Ann W. Melander 10920 Oak Wood Avenue South Seattle, WA 98178 Daughter 244,230 2 Prudence w. Schaffner 21059 142nd Avenue SE Kent, WA 98042 Daughter 244,230 3 Jennifer H. Wear 20942 River Boulevard Monte Rio, CA 95462 Daughter 244,231 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 3W46A11,000 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space IS needed, Insert additIOnal sheets of the same size) $ o --.'---..--.-.-----,- BUREAU OF IHDII!DllIAPrr~~r~lrF OF DHRITANCE TAX DJ:VI:~'!)~'~~ vr'J~ .~ PO lOX 280601 ~-T('li_:-lTi" . '" HARRISIIJRG: PA 17128'-0681-.' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLIllIANCE OR DlSALLOIIANCE OF DEDUCTIONS AND ASSESSMENT OF TAX '* REV-154~ Ex AFP (03-05) Zf1D5 29 Pir 12: 02 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-25-2005 WEAR 05-16-2004 21 04-0531 CUMBERLAND 101 _t _Ut.d WILBERT D CLEPi'( OF ntlf"" ~/\,.", -'"":"": .'T"""T :~~L~~~~~~i:~' ",. PO BOX 7899 PHILA PA 19101 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ 1t1r-~,."tf.m.'l"IJ:vJ'.'lmtm.W.!RlYt'IM!r.m.lWllm"'~.'X'Cr.!lVA:a.Mt'....~......... ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WEAR WILBERT D FILE NO. 21 04-0531 ACN 101 DATE ,04-25-2005 I TAX RETUIlN liAS: I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. ...1 Est.t. ISchedul. A) 2. Stocks _ _s ISchedul. .) 3. Closely Heid Stock/Pertnership Int.rost ISchedul. C) .... Nort_s/Noteo R_i....l. ISchedul. D) 5. cesh/_ DepositslNlsc. ....._1 p,.."..,.ty lSch8mll. E) 6. Jointly Owned Property ISchedul. F) 7. TrM.f..... (Schedul. Q) 8. Totel Assets I ) C_ED III (2) (3) I...) (5) (6) 171 128,500.00 657.141.00 .00 .00 16.284.00 .00 .00 (8) NOTE: T~' 1nsura proper credit 0 your 8Ccount '" _it he _r portion of this( fo,.. .1 th your to ...-..t. 801, 925.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. FWI.....l ExPIH1_s.lAdll. Costs/Hisc. Expenses (Schedule H) (9) 11. Debts/Nort_ U..iliti..'U.... ISchoWl. II 1111 7.524.00 I 11. Tot.l ~tions Ill) "9.?34.00 12. Hot V.l... of T.K R.turn (12) 132,691 . 00 13. Cherit..l.'GoVII...-.tel --.-.ts; Non-.lected 9113 Trusts ISchedul. .J) (13) ! .00 1'1. Hot V.l... of Est.t. Subject to TaK II"') r32,691.00 NOTE: I~ an a.......nt was i.su.d pr.viou.1Y, lin.. 14, 15 and'or 16, 17, lB ~d 19 will r.n.ct: ~igur.. 'thft inclUde 'the 'total f1f ALL returns ......ed to dll't..: ASSESSMENT OF TAX: ' 15. Aeount of Line 1'" .t Spous.l rot. (15) . 00 X 00 = 16. Aeount of Unel'" _l..t U....UCl.ss A r.t. (16) 732,691.00 X 045= 17. Aeount of Une 1'" .t Sibling rete 1171 .00 X 12 = 18. Mount of Line 1... t_l. .t Co11.t.rol'Cl.s. Brat. (18) .00 X 15 = 19. Principel TeK Due (19)= 61, 709.00 .00 ,32,971. DO , .00 I . .00 I , 32,971.00 DATE o -13-2004 02-11-2005 ....ER CD0042 6 CD004946 INTEREST'PEN PAID 1-) 1,479.25 .00 ANDUNT PAID 28,105.72 3,460.00 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ~3,044.97 73.97CR .00 73.97CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATION DF ADDITIIIlIAL INTEREST. I IF TOTAL DUE IS LESS THAN tl, NO PAYNENT IS RElIUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT'" ICR), YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR IHSTIlUCTIONS.) IIUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1607 EX AFP (03-05) DON E MARCHIONE MELLON BANK NA PO BOX 7899 PHILA DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-20-2005 WEAR 05-16-2004 21 04-0531 CUMBERLAND 101 A""""t R_itt.d WILBERT o PA 19101 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure propel" credit to your account, subnit the upper portion of this form with your tax pay_nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ................................................................................................................ REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~. ESTATE OF WEAR WILBERT 0 FILE NO.21 04-0531 ACN 101 DATE 06-20-2005 TNIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN TNE NAHEO ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-18-2005 PRINCIPAL TAX DUE: 32,971.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-13-2004 CD004276 1,479.25 28,105.72 02-11-2005 CD004946 .00 3,460.00 06-06-2005 REFUND .00 73.97- TOTAL TAX CREDIT 32,971.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 . ~ SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, ND PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. I Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 MYERS EDMUND G 301 MARKET STREET POBOX 109 LEMOYNE, PA 17043 RE: Estate of WEAR WILBERT D File Number: 2004-00531 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/16/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 MELLON BANK SUCCESOR TO 1735 MARKET STREET PHILADELPHIA, PA 19103 RE: Estate of WEAR WILBERT D File Number: 2004-00531 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/16/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 COMMONWEALTH NATIONAL BANK RE: Estate of WEAR WILBERT D File Number: 2004-00531 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/16/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: WILBERT D. WEAR a/kJa WILBERT DAVIS WEAR Date of Death: MAY 16. 2004 Will No.: 21-04-00531 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 ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: . 3. If the answer to NO.1 is yes, state the following: A. Did the personal representative file a final account with the Court? Yes No ~ D. The separate Orphans' Court No. (if any) for the personal representative's account is:. Did the personal representative state an account informally to the parties in interest? Yes ~ No 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. ~-h~ Signature Edmund G. Myers, Attorney Johnson, Duffie, Stewart & Weidner 301 Market Street, P.O. Box 109 Lemovne. PA 17043-0109 Address B. C. Date: 1{ j (6~ (717) 761-4540 Telephone No. Capacity: Personal Representative ~ Counsel for Personal Representative L;" . 0:.1 . g