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Home My WebLink About02-24-101505607121 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue j3ureau of Individual Taxes County Code Year File Number PoBOx28oso1 INHERITANCE TAX RETURN 2 1 0 9 0 9 6 liarrisbum PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 3 0 1 1 8 3 3 7 2 1 0 0 7 2 0 0 9 1 1 0 8 1 9 2 4 Decedent's Last Name WEBER Suffix Decedent's First Name C H A R L E S MI (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name WEBER GEORGI A Spouse's Social Security Number 1 7 1 2 8 4 5 9 7 FILL IN APPROPRIATE OVALS BELOW ^X 1. Original Return THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI S 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) Q 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. q) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number MARK A. MATE YA, ESQUI RE 71 7 241 6500 Firm Name (If Applicable) ~ - ---- - +~ REGISTER OI~ILLS USE ONi~P MATEYA L AW F I RM i .'!~ -~~~'": ~-~ ~ ~ ~ f"~1 L' ' ~ T First line of address C I ~~ 7 `~ C ' ~ n P O . BOX 1 2 7 -~ r- r rv E;; ~ .~- ~ ~'~ ~ Second line of address ~ ~ ~ ~ ~~ ~~ ~ t ''_~ ~ 3 ~i City or Post Office State ZIP Code DA FILED r t ~~---- ---- ~ -- --~ ~ ~ ~_ - c, W B O I L I N G S P R I N G S P A 1 7 0 0 7 Correspondent's a-mail address: MAM@MATEYALAW.COM Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, coned and complete. Declaration of preparer other than the personal representative is based on all information of which pn;parer has any knowledge. TURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS 22 N. OL STONEHOUSE ROAD CARLISLE PA 17015 SIGN TI4 Uf3E OF P P~HER THAN REPRESENTATIVE I ~-Z-T /ZOI D ennoocc ~~ P.O. BOX 127 BOILING SPRINGS PA 17007 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505607121 1505607121 J i(J~v( 1505607221 REV-1500 EX Decedent's Social Security Number Decedent's Name: CHARLES WEBER 3 0 1 1 8 3 3 7 2 RECAPITULATION 1. Real estate (Schedule A) ................................... ..... 1• 1 2 6 6 5 0 0 2. Stocks and Bonds (Schedule B) ............................. ..... 2. . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages 8 Notes Receivable (Schedule D) ................... ..... 4. 3 5 9 7 8 . 5 5 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .. ..... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .. ..... 6. 1 1 1 4 4 5. 4 2 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested .. ..... 7. 2 6 0 8 0 1 8 6 8. Total Gross Assets (total Lines 1-7) ...................... ..... 8. 4 2 0 8 9 0• 8 3 9. Funeral Expenses & Administrative Costs (Schedule H) ........... ..... 9• 2 2 0 5 5 • 8 7 9 9 1 3 5 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ....... ..... 10. • 11. Total Deductions (total Lines 9 & 10) ........................... 11. 12. Net Value of Estate (Line 8 minus Line 11) ......................... 12• 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................. 13. 2 3 0 4 9.0 2 397841,81 14. Net Value Subject to Tax (Line 12 minus Line 13) ........... .... ...14. 3 9 7 8 4 1 8 1 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 2 7 2 0 3 4 2 3 1 O 0 0 (a)(1.2)x.o _ . 5. . 16. Amount of Line 14 taxable 1 0 7 3 9 8 9 7 4 6 7 8 6 4 at lineal rate X •045 . 16. . 17. Amount of Line 14 taxable 0 0 0 0 0 0 at sibling rate X .12 . 17. . 18. Amount of Line 14 taxable 0 0 0 0 0 0 at collateral rate X .15 . 18 . 19. Tax Due ................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 4678.64 Side 2 L 1505607221 1505607221 J REV-1500 EX Page 3 Decedent's Comalete Address: File Number 21 09 0965 DECEDENTS NAME CHARLES WEBER STREET ADDRESS 22 N. OLD STONEHOUSE ROAD CITY CARLISLE STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 3,000.00 C. Discount 157.89 3. InteresUPenalty 'rf applicable D. Interest E, Penalty (1) 4,678.64 Total Credits (A + B + C) (2) 3,157.89 Total InteresUPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) 0.00 0.00 (5) 1, 520.75 (5A) (5B) 1,520.75 Make Check Payable fo: 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 No a. retain the use or income of the property transferred : ................................................................ ...... ^ X^ b. retain the right to designate who shall use the property transferred or its income ^ ^x : ::::::::::::::::::::::::: c. retain a reversionary interest; or .................................................. :::::: ^ d. receive the promise for life of either payments, benefits or care? ................................................. ...... ^ 0 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................................. ...... ^ Q 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ... ...... ~ ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................................................ ...... 0 ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent (72 P.S. §9116 (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 zero (0) percent [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 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 natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent ['72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §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 decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER CHARLES WEBER 21 09 0965 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. CUMBERLAND VALLEY CO-OPERATIVE ASSOCIATION 30.00 STOCK CERTIFICATE 8029 3 SHARES VALUED AT $10.00 PER SHARE 2. CUMBERLAND VALLEY CO-OPERATIVE ASSOCIATION 10.00 STOCK CERTIFICATE 12959 1 SHARE VALUED AT $10.00 PER SHARE 3. EMPIRE DISTRICT ELECTRIC CO. (EDE) 7,308.00 400 SHARES BOUGHT THROUGH SCOTTRADE ACCT. NO. 84168325 CLOSING PRICE ON 10/7/09 - $18.27 PER SHARE 4. PFIZER INC. (PFE) 1,669.00 100 SHARES PURCHASED THROUGH SCOTTRADE ACCT. NO. 84168325 CLOSING PRICE ON 10/7/09 - $16.69 PER SHARE 5. IRIDIUM COMMUNICATIONS INC. (IRDM) 3,648.00 400 SHARES PURCHASED THROUGH SCOTTRADE ACCT. NO. 84168325 CLOSING PRICE ON 10/7/09 $9.12 PER SHARE TOTAL (Also enter on line 2, Recapitulation) ~ $ 1 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE CHARLES WEBER 21 09 0965 Include the proceeds of litgation and the date the proceeds were received by the estate. All property IointN-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ASSORTED COIN PROOF SETS AND INDIVIDUAL COINS 35,978.55 APPRAISED VALUE -SEE ATTACHED 2. TOTAL (Also enter on line 5, Recapitulation) I S (If more space is needed, insert additional sheets of the same size) CONSIQNOR'S NAME ~ A ¢ IY'r5 r, E+ n ~. ~ ~ ~ ~ e ~ ~ 4 , P r =. rr- nv S S ~ .~ +~ (~, +i-`~ ~S l.~.c X31; fl.. ~ ~ u~ ° ~ ~. w w C: ~x,7 ~ ADDRESS 2 2 J~~ ~`; ., N c +..~ ~, , 5 T Q b ~ t ~~ o ,p S~M ~ O 1 -" -' gs1c, r"J 1 v 1,,, ~ ~v ~ ~- PHONE (~ ~{~~ 1~ 7 \y'r ZIP CODE o~ ~ Q a ~ , ~~ (a ~ r., _ '-v ' \ ~ r ti Q~Q ~~v ~ ~~3 Qom„ ~~°=' S ~~y ~rao - a~ 'r S - - 1noSt N Q~~ ~ ', a;. C~ ~ ti ' u ~O i 2 ~~~-, 1 ~o~ pan , ~~ ~~}~,. ~ ! `tit. n. V C~v r ~~p pQ "' ~G (~ Q ~ ~' , ~+' po ~~ ` ~ 1 ir~ ~~^Iar- C. UV ~'~ ~lb ~~ r~ ~ ~ vl.~tiN ~ ~ ~ P c~ iu ~ (~ ~ . SHEET #~ ~ OF ~~ TOTAL SHEETS i ~ Haney oairnwhn to ssI fM IEema INbd above 8 an i~am~' a~`u~. m~ov~s~iNrr~a rar~tw~i N'~'"uus':na n~i~ ~a 0o ss1 tlrm. i tlrt ~ Mama psMd ars has o~i °0dm aN ~naur~.no.s. i~pn w.ooMCO° ."~~..por~ew~y for pro~natq good uw.ra for a.wv.r~~ a' ~Ils°eo the paolwar. n a aawd ma tln aonalpna ~ rat napansibls for ttis io.. 01 ~^r%~"oomm~: or~°w~ ~ dw~, d ~ d'n a~rty-i~'eia n.ms ~r wdIa~oa~d a n n» a. a ~ /w,ctlon..riN,cuon Hann. Payrrnrn w~ ba made to a,e conatyrw- vvltl~in days ~ dw a ssk. y !. ~.a~.., oaafU•~U U~ re ro GONSi`:,'JC't3 S C! ii~F: liv CGI"•t _ ,. w~ CONSIGNOR'S NAME M n ~ M a`S C t' P A ~.,:. ~ ~ ~~ At` i.+ F+ Fq ca ADDRESS Z Z- i,7~. c~ S :~ N`t ~ a..~.~5 ~ ~- D ~ x u~~ ~""'.~ ~ o ~ `~ - c~'~~i ~u .. PHONE ZIP CODE \ `7 u 1 ~~Iqj ~o B c~v1,~ S c ~, 10~ 2 i`~ ~ Z U Ea n ~-/r.r~r,.'EnoV• ~t c,,,,,~ ao c 7 ~+ `C10~ C~vp(f._ 5~ ~~ ~r ;~ ~ _ ++ -` "1 ~r 7 J? t JZ C .. r . ' d' ~~ \t^~~4 ~~~ 4 G_ k _; VV rG `; ~... ~ 1 ~ In1 .") , I~ p7 't ~ :.aZ C: a,.~ S - , ~Q1~5 c1 ~ r~V¢- ~. i ,~.~ , ( _ t~~ ~i: ~~ +~.1~~.. ~r,d~,~..~ ~ ~ U T,-. ~p ~~ . ti ~r ~z SI\~F., Q t ct y ~ ~ ; -c 1 `~ ~Q9 1 ~~ n ~ ~. 5'~' ` "~ _ v " Z ~ ~ U 1 :~1 1 1 z \~ ` t ., Ji 1 1'"° ~ d~ 1~ ~ 1a~ 1/1 OZ ~/~,.~L 1~~J J2 t1a' ,. ~ ~ ~ ~ ./ ( 1 ~+-/ t f` y, P' G \4 ~ V 41 ' ~, 1 7 2 . ! ~. J ~ ~ f ',-~ .~ ] ~ 1 1 V ~1 JI J /~ pr 1 oz,. 'f't 07 `l y J2 ~11~ '7 1~~4 _ ~ ~1 •t +~ C ~;`ra ~ \~'1~ i~J, ~ r~l~?\'/~iJ~ 1tLJ~Z ~~-(~ ~ ~ S , . , - FP G t ~ a o ~ ~ c\c~ -~ ~ o0 6~;-a.._., ° ~Jj 1/~ oZ 'Ives l+r7s ~C= 51 1 -t ter, ~, Pew l c Z~+ Gp. ~~. ~ ~ i. ~l T `Z` ~/.,, l ' (Iv y` 1~t uv ~ t ` ~1L~ S ~~ \ -i-,a! t~r-L ~ ~ ~ ~ ~u MFG tai ~~ ~1 ~/;~L ' I1J at- ~ .9Gr ~i yr \'PG ~~Sd~ 1 `~J~' t}L t/t/] '!\I`i ~~rp,2 , a • 1 ,p1 )/~ +J"t. '/Z. V2 tl'Ha~T `dry OL ~ ( Oa ~ ^~ L1 ~' +, 4~ PI"14PO c`-$WI{a 5 ~ `~t'~ S.~ w Pu1.P1` 7~W \ 1~r!_l \ j 1 ~ i ,~,G 1 ~ ., vy ~ l"1~1o Pn~r ++`..~ i ~ti~r ~~n4Q -_ + SHEET # ~-- OF~ TOTAL SHEETS t ~ t»rsey oonrr~Mn b .w the Isms fisted above a «, i~.m the o~,.r' ~ ~~ii~`ar~~ ~o'o"d~OA~n.'~d nom,. rq~ne b ~ th~m.1 ttat tlrs NnrK AM~d ero free fiom sI inoumbranos~. I ep~e~ b aoo~'t aA n~paMbMly br p~wfdnp good dUs end br dWv~ty of ~tle b 1M pudMNr. R N ~prMd thK the oondpnN h not rMporMibl~ for Ura IoN o7 any Mm'du~ b 1Ns. tMR, ~b. I und~IWrW that a % oonrriNon rrM bs from iM you wlss ot~i~o efa' itan. vrw ba a at »» di.ornori of nis INrc~Onsadlurotior- How.. Pannsn< w~ °m.ds b the c«~rbr ~na~r- dare from data a sw. Daa ~ re r Datsi `/ 1 1 r uh AuctlonasdMwtlon StafF Signature CON~1(~NOR'S NAME M •• ~ M n s , C ~ ~ ~ r ~_;. ~ ~ G r u ~_~ . ~. V~ ~ g ~ +~ t z'f ~` ~ 1 po0 ~ J ~ ADDRESS Z L C~ ~~.. o ~'CJ ~.+ ~ ~-~+ V .i S i IR- t) o P \-~~^ 1 J +<~ 1 a of ~ • ~. P a ~ ..~;, t l PHONE ZIP CODE !'7t~1S" Cut•~.,ffto~ fl.p.~.5 1 ~ '(S ~ ` r J 0~' S C ~ ~ 1 t ~ 47 l~,a j ~ ~~'y ~ ~ 5 f t ~ c ~.. C- .s ~ .. vo 3 ~ \ ~ ~ ,-~ , ~, - J L~ . z .~ ~ 1 ~3 Q~~ S~ ~ IL.o°G ~ 1~ 6'~..G~ St 1C;~1 ' (Q~ 1 ` ~ C'1 ' 7 r .:~ ,D~ ~ r ~ -c. (~ ~ ~-'' ` ~~ ~ ~ u o ~. ~ ` 7S~ f { ~c ~ W ~~"`C, ~ `r tom., ~ `~ ~ ~ f ~~~ ` ~ i~'(~ t ru i j . ~o ~~ C' 1 l '<I ~ ! Q ~fU R •~ t ~ 1 ' J t 1 l1 Q `Y ~t ~ ~.,,a r \' ~ ~ ~' SHEET ~~_OF~ TOTAL SHEETS ". ~ ( hanl-y oommNHpolon~tyou fo,.bMylh.lt~n,. Aa.d.nov. a on I~amow~wr a ~.bb„1°ow ~d n: ~.rd 1~ ~`od~0uns'r,a°~an rq~ia b aM awn.1 aau ats 1lents pearl are hrta from a rbumbr.nos.. I tu.oogt° aA npawblNy for pmvidkg good tlM. and for a.Wwry a 9Ms b 1ha ouroAaaar M N aprsad tlat aids~ano~p~a na N not naporaibis for the loos a aN%n wN~ba dad~x~d from ~aW~s a rtyTrtywn..'~Jo fjta iwn. adN bs a a a» dNcreli¢o~n a a,a Aucaor~N/Nictlon Hales. Payrtwx w~ bs meda 1o a» oonalprar wi~in ~/ deye Uotn dots a ew. ~ tG'v4 CONSI~':NOR'S Grl'~G!': Itv Cc?~'Y .. - _. ~ . - ,.,. , CONSIGNOR'S NAME M `~ a M ^S ~j"ru r 6 . n V~ ~ h, r t\ ADDRESS 'Z Z. J` ~ S ~ u N < ~ ..> .~ ~. ~ ~ kL1, L r H PHONE ZIP CODE ~ ~ ~+ ~ ~ sV u ~~ c,a (~•~~ ~ SOI~~ ~~l ~ C- 1 a ..~ } ~~rvr •SS•o~ ~~-'~ S ~ ~1 J r.-. , ~r . Z K ~n1J~ h,~,r~~ ~1~ \. "l Z ~ ~ V ,p n ,: r s '~ S~ i ~ `~ ~cP`J N~<<1 ~~S Z~ ~ ` 1 G po rf 1 ` `` _ ~ J ` ~~ 1 ~s ~~ 1e'+ ' (v~ ! (~ 1 1 VJ •~ `~ L b~ I~ I / t I ~ G~ ~} ?~~ r~!^ Ctir..~. ~~i r' I ~ C,1) t Czj {» t m ti ~ ~iVI ~ Gc. ~~ 1 ~c~.. ~ '. / SHEET # `~ OF ~~ TOTAL SHEETS I ( hanby oorraniesan b sbuytM rams Mead above 6 on I~im tlfs orMar bae~a.~~.rd Iw~i ypp~ ~':nd n~is ~t b aM tham~~osrtlh that 1M Mrro Mead an hN 1-rom aN Inaunbnnoss. ot~b 11N p~dddy~ hind 1hatoorWp~us is rat mapo for the lop d arryr Mam'dus b Ilrs. lhaR. dom. slc. i ,ihs proms sslw :f rty~rty'Ro %ide: ~s~ppssd or .c nt :'ta.orwior- of tns Arxafons.rUucflon How.. Peyrnard wNf bs m.d. b tn. oon.ipnor wIM~ dya from dec. of ale. ~~ to Sri COtJ;;I„ivGR'S CH~:a~K fN i;i?~'Y REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER CHARLES WEBER 21 09 0965 ff an asset was made joint within one year of the decedents date of death, it must be reported on Schedule G. SURVNING JOINT TENANT(S) NAME A. GEORGIA S. WEBER s LAWRENCE WEBER c JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1. A. 10/97 M & T BANK 25.07 50. 12.54 CHECKING ACCOUNT NO. XXXX1998 2. A. 10/97 M & T BAN K 11,122.23 50. 5, 561.12 SAVINGS ACCOUNT 1612 3. B. MEMBERS 1ST FEDERAL CREDIT UNION 7,661.35 50. 3,830.68 CHECKING ACCOUNT NO. XXX51-11 4. A. 1987 DODGE RAM PICKUP TRUCK 5,000.00 50. 2,500.00 40,000 MILES IN GOOD CONDITION 5. A 2006 BUICK LUCERNE AUTOMOBILE 16,000.00 50. 8,000.00 EXCELLENT CONDITION KELLY BLUE BOOK VALUE 6. A. 5/09 SOVEREIGN BANK 250.01 50. 125.01 CHECKING ACCOUNT XXX)UUC0680 7. A. 8/2003 SOVEREIGN BANK 1,843.37 50. 921.69 MONEY MARKET ACCOUNT XX)UUUC2726 8. A. 11/2006 SOVEREIGN BANK 27,866.58 50. 13,933.29 CERTIFICATE OF DEPOSIT NO. XXX)UUC1912 9. A. 11/2006 SOVEREIGN BANK 33,231.13 50. 16,615.57 CERTIFICATE OF DEPOSIT XXX)UUC1920 10. A. 2/1995 PNC BANK 34,583.96 50. 17,291.98 CHECKING ACCOUNT ACCOUNT NO. XX)UUUC7037 ADDRESS TIONSHIP TO DECEDENT 22. N. OLD STONEHOUSE ROAD (SPOUSE CARLISLE, PA 17015 28 N. OLD STONEHOUSE ROAD (SON CARLISLE PA 17015 TOTAL (Also enter on line 6, Recapitulation) S 111 445.42 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent CHARLES WEBER 21 Decedent's Name Page 1 09 0965 File Number Schedule F-2 -Jointly-Owned Property ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 11. A. 5/2008 PNC BANK 36,010.27 50. 18,005.14 CERTIFICATE OF DEPOSIT ACCOUNT NO. XXX)OOCX6986 12. A 10/1998 PNC BANK 5,342.99 50. 2,671.50 CHECKING ACCOUNT ACCOUNT NO XXX)OCX4006 13. B. 6/1977 MEMBERS 1ST CREDIT UNION 218.57 50. 109.29 SAVINGS ACCOUNT NO. XXX51-00 14. B. 01/1989 MEMBERS1ST CREDIT UNION 59.60 50. 29.80 INVESTMENT SAVINGS ACCOUNT NO. XXX51-05 15. A. 7/2001 MEMBERS IST CREDIT UNION 38.50 50. 19.25 SAVINGS ACCOUNT NO. XXX826-00 16. A. 6/2002 MEMBERS 1ST CREDIT UNION 43,637.12 50. 21,818.56 INVESTMENT SAVINGS ACCOUNT ACCOUNT NO. XXX826.05 SUBTOTAL SCHEDULE F•2 42,653.54 GRAND TOTAL SCHEDULE F-2 I ~ 111 REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS 8r MISC. NON-PROBATE PROPERTY FILE NUMBER CHARLES WEBER 21 09 0965 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDETHENAMEOFTHETRANSFEREE,THEIRRELATIDNSHIPTODECEDENTAND THE DATE OF TRANSFER.ATTACHACDPYOFTHEDEEDFDRREALESTATE. DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION (IFAPPLICABLE) TAXABLE VALUE 1. SOVEREIGN BANK 66,575.14 100. 3,000.00 63,575.14 IRA ACCT XXXX)CX1203 2. US SAVINGS BOND POD TO TIMOTHY WEBER 1,854.80 100. 1,854.80 SERIES "EE" $1,000.00 DENOMINATION SERIAL NUMBER M77980742EE ISSUED 4/1985 3. US SAVINGS BOND POD TO TIMOTHY WEBER 1,854.80 100. 1,854.80 SERIES "EE" $1,000.00 DENOMINATION SERIAL NUMBER M77980740EE ISSUED 4/1985 4. US SAVINGS BOND POD TO TIMOTHY WEBER 1,854.80 100. 1,854.80 SERIES "EE" $1,000.00 DENOMINATION SERIAL NUMBER M77980741 EE ISSUED 4/1985 5. US SAVINGS BONDS POD TO TIMOTHY WEBER 1,854.80 100. 1,854.80 SERIES "EE" $1,000.00 DEMONIMATION SERIAL NUMBER M77980743EE ISSUED 4/1985 6. US SAVINGS BOND POD TO TIMOTHY WEBER 9,274.00 100. 9,274.00 SERIES "EE" $5,000.00 DENOMINATION SERIAL NUMBER V5783301 EE ISSUED 4/1985 7. US SAVINGS BOND POD TO TIMOTHY WEBER 9,274.00 100. 9,274.00 SERIES "EE" $5,000.00 DENOMINATION SERIAL NUMBER V5783300EE ISSUED 4/1985 8. US SAVINGS BOND POD TO GEORGIA WEBER 105,110.27 100. 105,110.27 SEE ATTACHED REDEMPTION RECEIPT 9. WESTERN SOUTHERN LIFE ASSURANCE CO 38,241.42 100. 38,241.42 SINGLE PREMIUM DEFERRED ANNUITY POD TO TIMOTHY WEBER -CONTRACT NO. 10. PNC BANK 27,907.83 100. 27,907.83 IRA ACCOUNT ACCOUNT NO XXXXXXX0126 TOTAL (Also enter on line 7 Recapitulation) 13 260,801.86 (If more space is needed, insert addfional sheets of the same size) Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Pagc 1 oC 1 Calculator Results for Redemption Date 01/2010 Tota! Price Tatal Value Tota! Interest YTfl Interest $7,000.00 $25,967.20 $18,967.20 __ $0.00 Bonds: 1-6 of 6 Serial # Series Dena+m Issue Next Final Issue flats Accrual Maturity Price M77980742EE EE $1,000 04/1985 04/2010 04/2015 $500.00 M77980740EE EE $1,000 04/1985 04/2010 04/2015 $500.00 M77980741EE EE $1,000 04/1985 04/2010 04/2015 $500.00 V5783301EE EE $5,000 04/1985 04/2010 04/2015 $2,500.00 V5783300EE EE $5,000 04/1985 04/2010 04/2015 $2,500.00 M77980743EE EE $1,000 04/1985 04/2010 04/2015 $500.00 Totals for 6 Bonds $7,000.00 Interest Interest Value Rate $1,354.80 4.00% $1,854.80 $1,354.80 4.00% $1,854.80 $1,354.80 4.00% $1,854.80 $6,774.00 4.00% $9,274.00 $6,774.00 4.00% $9,274.00 $1,354.80 4.00% $1,854.80 L8,967.20 $25,967.20 Nates NI Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest htt~://www.treasurydirect.gov/BC/SBCPrice 1 /8/2010 ~U.S. Savings Bond Redemption Receipt Redemption Date: 10/20/2009 Georgia Weber 171-28-4597 Transaction Number: 0910-201426263431 Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value 02111818034-E E $100 08/1973 $75.00 451.96 526.96 02111818035-E E 100 09/1973 75.00 452.04 527.04 2111818036-E E 100 1011973 75.00 452.04 527.04 2111818037-E E 100 11/1973. 75.00 452.04 527.04 02111818038-E E 100 12%1973 75.00 438.92 513.92 2111818039-E E 100 01/1974 75.00 438.92 513.92 2111818040-E E 100 02/1974 75.00 438.92 513.92 02111818041-E E 100 03/1974 75.00 438.92 513.92 02111818042-E E 100 04/1974 75.00 438.92 513.92 02111818043-E E 100 05/1974 75.00 443.84 518.84 2111818044-E E 100 06/1974 75.00 445.08 520.08 02111818045-E E 100 07/1974 75.00 445.08 520.08 02111818046-E E 100 0811974 75.00 I 445.08 520.08 02111818047-E E 100 09/1974 75.00 445.08 520.08 02111818048-E E 100 10/1974 75.00 445.08 520.08 02111818049-E E 100 11/1974 75.00 450.04 525.04 02111818050-E E 100 12/1974 75.00 451.36 526.36 2111818051-E E 100 01/1975 75.00 451.28 526.28 2111818052-E E 100 02/1975 75.00 451.28 526.28 02111818053-E E 100 0311975 75.00 451.28 526.28 FPM Trust P.O. Bow 6010 ~'hambersburg, PA 17201 'i17-264-6116 Payer ? ~, t ~ ~~I U.S. Savings Bond Redemption Receipt Redemption Date: 10/20/2009 Georgia Weber 171-28-4597 Transaction Number: 0910-201426263431 Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value 02111818054-E E $100 04/1975 $75.00 451.28 526.28 2111818080-E E 100 06/1977 75.00 483.80 558.80 02111818086-E E 100 12/1977 75.00 438.80 513.80 02111818055-E E 100 05/1975 75.00 456.32 531.32 2111818056-E E 100 06/1975 I 75.00 45'7.0'0 532.60 02111818057-E E 100 07/1975 75.00 457.60 532.60 2111818058-E E 100 08/1975 75.00 457.60 532.60 2111818059-E E 100 09/1975 75.00; 457.60 532.60 2111818060-E E 100 10/1975 75.00 457,60 532.60 2111818061-E E 100 11!1975 75.00 462.84 537.84 2111818062-E E 100 12/1975 75.00 464.00 539.00 02111818063-E E 100 01/1976 75.00 464.04 539.04 2111818064-E E 100 02/1976 75.00 464.04 539.04 02111818065-E E 100 03/1976 75.00 464.04 539.04 2111818066-E E 100 04/1976 75.00 464.04 539.04 02111818068-E E 100 06/1976 75.00 470.36 545.36 2111818067-E E 100 0511976 75.00 469.16 544.16 2111818069-E E 100 07/1976 75.00 470.28 545.28 02111818070-E E 100 08/1976 75.00 470.28 545.28 02111818071-E E 100 09/1976 75.00 470.28 545.28 F&M Trust P.O. Box 6010 Chambersburg, PA 17201 "117 -264-67.16 Page 3 ~f L•~~ U.S. Savings Bond Redemption Receipt Redemption Date: 10/20/2009 Georgia Weber 171-28-4597 Transaction Number: 0910-201426263431 Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value 02111818072-E E $100 10/1976 $75.00 470.28 545.28 02111818073-E E 100 11/1976 75.00 475.60 550.60 2111818074-E E 100 12/1976 75.00 477.16 552.16 02111818075-E E 100 01/1977 75.00 477.16 552.16 02111818076-E E 100 02/1977 75.00 477.16 552.16 2111818077-E E 100 0311977 75.00 477.16 552.16 2111818078-E E 100 04/1977 75.00 477.16 552.16 2111818079-E E 100 05/1977 75.00 482.60 557.60 02111818081-E E 100 07/1977 75.00 483.68 558.68 2111818082-E E 100 08/1977 75.00 483.68 558.68 02111818083-E E 100 09/1977 75.00 483.68 558.68 2111818084-E E 100 10/1977 75.00 483.68 558.68 2111818085-E E 100 11/1977 75.00 437.36 512.36 02111818087-E E 100 0111978 75.00 438.80 513.80 02111818088-E E 100 02/1978 75.00 438.80 513.80 02111818089-E E 100 03/1978 75.00 359.16 434.16 2111818090-E E 100 04/1978 75.00 359.16 434.16 2111818091-E E 100 04/1978 75.00 359.16 434.16 2111818092-E E 100 05/1978 75.00 351.68 426.68 02111818093-E E 100 06/1978 75.00 352.76 427.76 F&M 'T'rust P.U. Bow 6010 Chambersbizrg, PA 17'? O l '717-264-6116 ;~,~~~~~ ~~ ~ j f 1 ,~ ~U.S. Sa~rings Bond Redemption Receipt Redemption Date: 10/20!2009 Georgia Weber 171-28-4597 Transaction Number: 0910-201426263431 Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value 2111818094-E E $100 0711978 $75.00 352.88 427.88 2111818095-E E 100 08/1978 75.00 352.88 427.88 2111818096-E E 100 09/1978 75.00 352.88 427.88 02111818098-E E 100 11/1978 75.00 356.92 431.92 2111818097-E E 100 10/1978 75.00 352.88 427.88 2111818131-E E 100 06/1980 75.00 354.64 429.64 2111818132-E E 100 06/1980 75.00 354.64 429.64 2111818130-E E 100 05/1980 75.00 354.64 429.64 2111818129-E E 100 05/1980 75.00 354.64 429.64 02111818128-E E 100 04/1980 75.00 358.80 433.80 02111818127-E E 100 0411980 75.00 358.80 433.80 02111818126-E E 100 03/1980 75.00 358.80 433.80 2111818125-E E 100 03/1980 75.00 358.80 433.80 2111818124-E E 100 02/1980 75.00 358.80 433.80 2111818123-E E 100 02/1980 75.00 358.80 433.80 2111818122-E E 100 01/1980 75.00 358.80 433.80 2111818121-E E 100 01/1980 75.00 358.80 433.80 2111818120-E E 100 12/1979 75.00 358.80 433.80 02111818119-E E 100 12/1979 75.00 358.80 433.80 2111818118-E E 100 11/1979 75.00 358.80 433.80 F&M Trust P.O. Box 6010 Chambersburg, PA 17201 717-264-5116 Page S Of 14 U.S. Savings Bond Redemption Receipt Redemption Date: 10/20/2009 Georgia Weber 171-28-4597 Transaction Number: 0910-201426263431 Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value 02111818117-E E $100 10/1979 $75.00 363.36 438.36 02111818116-E E 100 1011979 75.00 363.36 438.36 02111818115-E E 100 09{1979 75.00 363.36 438.36 02111818114-E E 100 09/1979 75.00 363.36 438.36 2111818113-E E 100 08/1979 75.00 363.36 438.36 2111818112-E E 100 08/1979 75.00 363.36 438.36 2111818111-E E 100 07/1979 75.00 363.36 438.36 2111818110-E E 100 07/1979 75.00 363.36 438.36 2111818109-E E 100 0611979 75.00 363.36 438.36 02111818108-E E 100 05/1979 75.00 362.32 437.32 2111818107-E E 100 05/1979 75.00 362.32 437.32 02111818106-E E 100 04/1979 75.00 358.12 433.12 2111818105-E E 100 04/1979 75.00 358.12 433.12 02111818104-E E 100 03/1979 75.00 358.12 433.12 02111818103-E E 100 03/1979 75.00 358.12 433.12 02111818102-E E 100 02/1979 75.00 358.12 433.12 2111818101-E E 100 01/1979 75.00 358.12 433.12 02111818100-E E 100 01/1979 75.00 358.12 433.12 L2220615648-E E 50 11/1979 37.50 179.40 216.90 L2220615646-E E 50 02/1979 37.50 179.06 216.56 F&M Trust P.O. Box 6010 ~'han~ersburg, PA 17201 '117 ~-?,54--5115 ~?~~c~~~ F i)t 1-1 IU.S. Savings Bond Redemption Receipt Redemption Date: 10/20/2009 Georgia Weber 171-28-4597 Transaction Number: 0910-201426263431 Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value L2220615647-E E $50 06/1979 $37.50 181.68 219.18 823772952-EE EE 200 02/1985 100.00 270.96 370.96 823772953-EE EE 200 02/1985 100.00 270.96 370.96 823772954-EE EE 200 03/1985 100.00 270.96 370.96 823772955-EE EE 200 03/1985 lOG.00 270.96 370.96 23772956-EE EE 200 04/1985 100.00 270.96 370.96 823772957-EE EE 200 04/1985 100.00 270.96 370.96 823772958-EE EE 200 05/1985 100.00 263.76 363.76 823772959-EE EE 200 05/1985 100.00 263.76 363.76 823772960-EE EE 200 06/1985 100.00 263.76 363.76 823772961-EE EE 200 06/1985 100.00 263.76 363.76 23772962-EE EE 200 07/1985 100.00 263.76 363.76 823772963-EE EE 200 07/1985 100.00 263.76 363.76 823772964-EE EE 200 08/1985 100.00 263.76 363.76 823772965-EE EE 200 08/1985 100.00 263.76 363.76 823772966-EE EE 200 09/1985 100.00 263.76 363.76 823772967-EE EE 200 09/1985 100.00 263.76 363.76 823772968-EE EE 200 10/1985 100.00 263.76 363.76 823772969-EE EE 200 10/1985 100.00 263.76 363.76 823772970-EE EE 200 11/1985 100.00 256.56 356.56 F&PQ Trust P.O. Box 5010 Chambersburg, PA 17201 ?17-?54--6116 ,,agP '? u t 1.L U.S. Savings Bond Redemption Receipt Redemption Date: 10/20/2009 Georgia Weber 171-28-4597 Transaction Number: 0910-201426263431 Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value 823772971-EE EE $200 11/1985 $100.00 256.56 356.56 823772972-EE EE 200 12/1985 100.00 256.56 356.56 823772973-EE EE 200 12/1985 100.00 256.56 356.56 823772974-EE EE 200 01/1986 100.00 256.56 356.56 823772975-EE EE 20G 01/1986 100.00 256.56 356.56 23772976-EE EE 200 0211986 100.00 256.56 356.56 823772977-EE EE 200 02/1986 100.00 256.56 356.56 823772978-EE EE 200 03/1986 100.00 256.56 356.56 823772979-EE EE 200 03/1986 100.00 256.56 356.56 23772980-EE EE 200 04/1986 100.00 256.56 356.56 823772981-EE EE 200 04/1986 100.00 256.56 356.56 823772982-EE EE 200 05/1986 100.00 249.60 349.60 823772983-EE EE 200 05/1986 100.00 249.60 349.60 823772984-EE EE 200 06/1986 100.00 249.60 349.60 823772985-EE EE 200 06/1986 100.00 249.60 349.60 823772986-EE EE 200 07/1986 100.00 249.60 349.60 823772987-EE EE 200 07/1986 100.00 249.60 349.60 823772988-EE EE 200 08/1986 100.00 249.60 349.60 823772989-EE ~ EE 200 08/1986 100.00 i 249.60 349.60 823772990-EE EE 200 09/1986 100.00 249.60 349.60 F&M Trust L.O. Box 6010 ~'hambersburg, PA .1720.1 717-?.64-5116 °,~ge 3 i~ E 14 U.S. Savings Bond Redemption Receipt Redemption Date: 10/20/2009 Georgia Weber 171-28-4597 Transaction Number: 0910-201426263431 Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value 823772991-EE EE $200 09/1986 $100.00 249.60 349.60 823772992-EE EE 200 10/1986 100.00 249.60 349.60 823772993-EE EE 200 10/1986 100.00 249.60 349.60 23772994-EE EE 200 11/1986 100.00 208.16 308.16 823772995-EE EE 200 11/1986 100.00 208.16 308.16 823772996-EE EE 200 1211986 100.00 208.16 308.16 823772997-EE EE 200 12/1986 100.00 208.16 308.16 23772998-EE EE 200 01/1987 100.00 208.16 308.16 823772999-EE EE 200 01/1987 100.00 208.16 308.16 823773000-EE EE 200 02/1987 100.00 208.16 308.16 823773001-EE EE 200 02/1987 100.00 208.16 308.16 823773002-EE EE 200 03/1987 100.00 208.16 308.16 823773003-EE EE 200 03!1987 100.00 208.16 308.16 843730340-EE EE 200 05/1987 100.00 202.08 302.08 843730341-EE EE 200 05/1987 100.00 202.08 302.08 843730342-EE EE 200 06/1987 100.00 202.08 302.08 843730343-EE EE 200 06/1987 100.00 202.08 302.08 843730344-EE EE 200 07/1987 100.00 202.08 302.08 843730345-EE EE 200 07/1987 100.00 202.08 302.08 843730346-EE EE 200 08/1987 100.00 202.08 302.08 F&M Trust P.O. Box 6010 i'harnbersburg, PA 1'7201 717--264-6116 ~U.S. Savings Bond Redemption Receipt Redemption Date: 10/20/2009 Georgia Weber 171-28-4597 Transaction Number: 0910-201426263431 Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value 843730347-EE EE $200 08/1987 $100.00 202.08 302.08 823772919-EE EE 200 09/1983 100.00 305.76 405.76 823772920-EE EE 200 10/1983 100.00 305.76 405.76 23772921-EE EE 200 1011983 100.00 305.76 405.76 823772922-EE EE 200 11/1983 100.00 289.20 389.20 823772923-EE EE 200 11/1983 100.00 289.20 389.20 823772924-EE EE 200 12/1983 100.00 289.20 389.20 23772925-EE EE 200 12/1983 100.00 289.20 389.20 823772926-EE EE 200 01/1984 100.00 289.20 389.20 823772927-EE EE 200 01/1984 100.00 289.20 389.20 823772928-EE EE 200 0211984 100.00 289.20 389.20 823772929-EE EE 200 02/1984 100.00 289.20 389.20 823772930-EE EE 200 03/1984 100.00 289.20 389.20 823772931-EE EE 200 03/1984 100.00 289.20 389.20 823772932-EE EE 200 04/1984 100.00 289.20 389.20 23772933-EE EE 200 04/1984 100.00 289.20 389.20 823772934-EE EE 200 05/1984 100.00 278.40 378.40 823772935-EE EE 200 05/1984 100.00 278.40 378.40 823772936-EE EE 200 06/1984 100.00 278.40 378.40 823772937-EE EE 200 06/1984 100.00 278.40 378.40 1~ xl~ Trus t P.O. Box h010 ~'namber^b~lrg, PA 1'J ':%t)1 71.7 -'~~~~~-h1L6 U.S. Savings Bond Redemption Receipt Redemption Date: 10/20/2009 Georgia Weber 171-28-4597 Transaction Number: 0910-201426263431 Issue Interest Redemption Serial Number Series Denorn Date Issue Price Earned Value 823772938-EE EE $200 1 07/1984 $100.00 278.40 378.40 823772939-EE EE 200 07/1984 100.00 278.40 378.40 823772940-EE EE 200 08/1984 100.00 278.40 378.40 823772941-EE EE 200 08/1984 100.00 278.40 378.40 823772942-EE EE 200 09/1984 100.00 278.40 378.40 23772943-EE EE 200 09/1984 100.00 278.40 378.40 823772944-EE EE 200 1011984 100.00 278.40 378.40 823772945-EE EE 200 10/1984 100.00 278.40 378.40 823772946-EE EE 200 11/1984 100.00 270.96 370.96 823772947-EE EE 200 11!1984 100.00 270.96 370.96 823772948-EE EE 200 12/1984 100.00 270.96 370.96 823772949-EE EE 200 12/1984 100.00 270.96 370.96 823772950-EE EE 200 01/1985 100.00 270.96 370.96 823772951-EE EE 200 01/1985 100.00 270.96 370.96 23772901-EE EE 200 12/1982 100.00 388.08 488,08 23772902-EE EE 200 01/1983 100.00 388.08 488.08 23772903-EE EE 200 0111983 100.00 388.08 488.08 823772904-EE EE 200 02/1983 100.00 388.08 488.08 823772905-EE EE 200 02/1983 100.00 388.08 488.08 823772906-EE ~ EE 200 03/1983 100.00 328.88 428.88 F&M Trust P.O. Bow 6010 Chambersburg, PA 17201 717-~64-5115 r'~ge 1.1 Of 14 3~.5. Savings Bond Redemption Receipt Redemption Date: 10/20l20~9 Georgia Webez 171-18-459% Transaction Number: 0910-201426263431 Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value 23772907-EE EE $200 03/1983 $100.00 328.88 428.88 823772908-EE EE 200 04/1983 100.00 328.88 428.88 23772909-EE EE 200 04/1983 100.00 328.88 428.88 23772910-EE EE 200 05/1983 100.00 305.76 405.76 823772911-EE EE 200 05/1983 100.00 305.76 405.76 23772912-EE EE 200 0611983 100.00 305.76 405.76 23772913-EE EE 200 06/1983 100.00 305.76 405.76 23772914-EE EE 200 0711983 100.00 305.76 405.76 823772915-EE EE 200 07/1983 100.00 305.76 405.76 823772916-EE EE 200 08/1983 100.00 305.76 405.76 23772917-EE EE 200 08/1983 100.00 305.76 405.76 23772918-EE EE 200 0911983 100.00 305.76 405.76 6412406444-E E 25 0411975 18.75 112.82 131.57 Q6412406443-E E 25 01/1975 18.75 112.82 131.57 6412406442-E E 25 1211974 18.75 112.84 131.59 6412406441-E E 25 09/1974 18.75 111.27 130.02 6412406440-E E 25 0711974 18.75 111.27 130.02 6412406439-E E 25 0311974 18.75 109.73 128.48 6412406438-E E 25 03/1973 18.75 111.14 129.89 6412406437-E E 25 02/1973 18.75 111.14 129.89 F&M Trust P.O. Box 6010 Chambersburg, PA 17201 717-264-6116 Page 12 Of 14 ~U.S. Savings Bond Redemption Receipt Redemption Date: 10/20/2009 Georgia Weber 171-28-4597 Transaction Number: 0910-201426263431 Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value Q6412406436-E E $25 12/1972 $18.75 109.58 128.33 6412406435-E E 25 11/1972 18.75 109.30 128.Q5 Q6412406428-E E 25 09/1971 18.75 107.61 126.36 Q6412406427-E E 25 06/1971 18.75 108.20 126.95 Q6412406426-E E 25 03/1971 18.75 107.85 126.60 Q6412406425-E E 25 01/1971 18.75 107.55 126.30 Q6412406424-E E 25 11/1970 18.75 120.94 139.69 Q6412406423-E E 25 10/1970 18.75 120.94 139.69 6412406422-E E 25 08/1970 18.75 120.94 139.69 Q6412406421-E E 25 07/1970 18.75 120.61 139.36 6412406456-E E 25 03/1978 18.75 89.79 108.54 Q6412406455-E E 25 02/1978 18.75 109.70 128.45 6412406454-E E 25 12/1977 18.75 109.70 128.45 Q6412406453-E E 25 10/1977 18.75 120.92 139.67 Q6412406452-E E 25 09/1977 18.75 120.92 139.67 Q6412406451-E E 25 07/1977 18.75 120.92 139.67 Q6412406450-E E 25 05/1977 18.75 120.65 139.40 6412406449-E E 25 03/1977 18.75 119.29 138.04 6412406448-E E 25 01/1976 18.75 116.01 134.76 Q6412406447-E E 25 08/1975 18.75 114.40 133.15 F&P~ Trus t P.O. Box 6010 rhambersburg, PA 17201 717 -264-6]_16 ~U.S. Savings Bond Redemption Keceipt~ Branch IU: 1. Transaction Number.: Ou10-201426263431 Georgia Weber 171-2E-4597 22 N Old Stonehouse Rd Carlisle, PP. 17015 Redemption Date: 10/20/20Ut.~ Teller ID: Clawson Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value 2111818099-E E $100 12/1978 $75.00 $358.08 $433.08 02111818003-E E 100 10/1969 75.00 465.08 540.08 02111818004-E E 100 03/1970 75.00 474.44 549.44 02111818005--E E 100 0511970 75.00 474.44 549.44 02111818006-E F 100 09/1970 75.00 483.76 558.76 02111818007-E E 100 12/1970 75.00 485.04 560.04 2111818008-E E 100 02/1971 75.00 431.40 506.40 2111818009-E E 100 04/1971 75.00 431.40 506.40 02111818010-E E 100 0511971 75.00. 431.40 506.40 2111818011-E E 100 0711971 75.00 429.24 504.24 2111818012-E E 100 08/1971 75.00 430.44 505.44 02111818025-E E 100 11/1972 75.00 437.20 512.20 2111818026-E E 100 12/1972 75.00 438.32 513.32 2111818027-E E 100 01/1973 75.00 443.24 518.24 02111818028-E E 100 02/1973 75.00 444.56 519.56 2111818029-E E 100 03/1973 75.00 444.56 519.56 2111818030-E E 100 04/1973 75.00 444.56 519.56 2111818031-E E 100 05!1973 75.00 444.56 519.56 2111818032-E E 100 06/1973 75.00 445.80 520.80 02111818033-E E 100 07/1973 75.00 450.84 525.84 F&M Trust P.O. Box 6010 Chambersburg, PA 17201 717-264-6116 Page 1 Of 14 ~U.S. Savings Bond Redemption Receipt` Redemption Date: 10120/2009 Georgia Weber 171-28-4597 Transaction Number: 0910-201426263431 Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value Q6412406446-E E $25 06/1975 $18.75 114.40 133.15 6412406445-E E 25 05/1975 18.75 114.08 132.83 Q6412406464-E E 25 12/1978 18.75 89.52 108.27 6412406463-E E 25 1111978 18.75 89.23 107.98 Q6412406462-E E 25 10/1978 18.75 88.22 106.97 6412406461-E E 25 09/1978 18.75 88.22 106.97 6412406460-E E 25 08/1978 18.75 88.22 106.97 Q6412406459-E E 25 0711978 18.75 88.22 106.97 6412406458-E E 25 06/1978 18.75 88.19 106.94 Q6412406457-E E 25 05/1978 18.75 87.92 106.67 L2220615645-E E 50 1211978 37.50 179.04 216.54 Total number of bonds redeemed: 271 co~~r Total Price Total Interest Total Value $20,812.50 $84,297.77 $105,110.27 Customer Signature I'~P4 Trust P.O. Box 6010 c'hambersb~.irg, PA 17201 '117-?.64-6110 :' ~qe L~~ (_~.t 1~1 REV-1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES S~ INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER CHARLES WEBER 21 09 0965 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MALPEZZI FUNERAL HOME 10,150.21 2. L'ROSTE VILLA CAFE -AFTER FUNERAL MEAL 1,291.88 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Zip Year(s) Commission Paid: 2 AttomeyFees MATEYA LAW FIRM 3, Family Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 5 Accountant's Fees 6. Tax Retum Preparers Fees 7. CUMBERLAND LAW JOURNAL -LEGAL ADVERTISEMENT 8. THE SENTINEL -LEGAL ADVERTISEMENT 9. BRIAN E McPHERSON -COMMISSION ON SALE OF COINS 10,000.00 330.00 75.00 208.78 TOTAL (Also enter on line 9, Recapitulation) I S 22 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, ~ LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER CHARLES WEBER 21 09 0965 Report 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 1. PINNACLE HEALTH HOSPITALS 961.20 ACCT NO. 100096559 MEDICAL BILL 2. CRUMAY PARNES ASSOCIATES, INC. 31.95 ACCT. NO. 47422 MEDICAL BILL TOTAL (Also enter on line 10, Recapitulation) ~ S (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-00) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ('.HART FS WFRFR 21 09 0965 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 13o Not List Trustees) OF ESTATE I TAXABLE DISTRIBUTIONS [ndude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. TIMOTHY WEBER Lineal 100,000.00 82 N OLD STONEHOUSE ROAD CARLISLE, PA 17015 2. GEORGIA WEBER Spousal 272,034.23 22 N OLD STONEHOUSE ROAD CARLISLE PA 17015 3. LAWRENCE WEBER Lineal 3,969.77 28 N. OLD STONEHOUSE ROAD CARLISLE PA 17015 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET Ij. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAINON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: 3,000.00 Discount: 157.89 Interest Table Year Days Delinquent this time period Balance Due this year ~ Interest this period Before 1981 1982 1983 1984 ~ -- __ -_ J 1985 _ 1986 1987 1988 throu h 1991 _ ~ 1992 _ _ 1993 throw h 1994 1995 throw h 1998 ___ - 1999 2000 _ - _ 2001 ~ 2002 2003 2004 2005 _____ ~ 2006 2007 2008 2009 - -- - - - - - i ~ - ~'~, - --~ ~ - TOTALS Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: it /{ 17 LAST WILL ANll TESTAMENT OF CHARLES W. WEBEK I, CHARLES W. WEBER, now of'?2 North Old Stone House Road, Carlisle, Cumberland County, Pennsylvania 17015, do publish and declare this to be my Last Will and Testament, hereby revoking all other prior wills and codicils by me. F[RST: FAMILY BACKGROUND AND APPOINTMENT OF EXECUTOR (A) Famiiv and Baca:«ruund Information. I am married to GEORGIA S. WEBER. I have no children through my present marriage. MARIE WEBER RUSSELL, CI-TABLES W. WEBER, JR., LAWRENCE D. WEBER, "1'IMOTf-iY F. WEBER and DENISE M. WEBER are my children through my previous marriage. My son, CI-IARI_ES W. WEBER, JR., and my daughters PATRICE E. WEBER, MARIE WEBER RUSSELL and DENISE M. WEBER, are deceased. Throughout this Will, GEORGIA S. WEBER will be referred to as "my wife" or "my spouse", and MARK WF,BER RUSS1:[_L, CI111RLES W. WEBER, JK., LAWRENCE D. WEBER, "f IMOTHY I~. WEBER, DC:NISF~ M. WEBER and PATRICE E. WEBER will be rclcrred to as "my children". "I'hc word "issue" will include my children as well as my other descendants. (B) Anointment of Executor. I name wife, GEORGIA S. WEBER, to be my Executrix. It is my desire for the Executrix to be remuncratc;d according to local custom. If she predeceases me or is unable or unwilling to serve as an Executrix, 1 then choose LAWRENCE D. WEBER to serve as Executor. I request that no security be required of any Executor. References in my will to my "Executor" are to the one acting at the time, except where otherwise specifically provided. SECOND: FUNFRAI, ANU LAST ILLNESS EXPENSES; TAXES. (A) Expenses of Funeral and Last Illness. Notwithstanding that my spouse survives me, I direct my Executrix to pay my fiulerai expenses from my estate. (B) Taxes. 1 direct my Executrix to pay any and all estate, inheritance succession, legacy, transfer and other death taxes or duties, by whatever name called, including any and all interest and penalties thereon, imposed under the laws ofany jurisdiction by reason of my death, upon or with respect to any and all property included in my gross estate for the purpose of such taxes, whether such property passes under or outside of this Will. THIRD: DISTRIBUTION OF MY TANGIBLE PERSONAL PROPERTY. I bequeath all of my tangible personal property, including but not limited to clothing, jewelry, heirlooms, furniture, household furnishing, personal effects, motor vehicles, and all other similar articles, which I own ,and the insurance thereon, to my wife, GEORGIA S. WEBER, if she is living at the time of my death, as she may select. Tangible personal properly shall not include: (1) any and all property used by me in any business, (2) cash on hand or on deposit in banks, (3) stock or securities, (4) any type of evidence of indebtedness, and (~) any life, health or accident insurance policies. If my wife does not survive mc, I leave such tangible persona! property to my children living at the time ofmy death, or to the issue ofmy children who have predeceased me, per stirpcs. If there is any disagreement as to distribution, 1 direct my Executrix to make such distribution. `l•he decision ofmy f;x~cutrix shall be final and binding. Any items not selected or any items which my Executrix considers unsuitable for my children or issue may be distributed or sold in the sole discretion of my Executrix and, if sold, the net proceeds therefrom shall be added to the residue ofmy estate. Any such article allocated to a minor may, as my Executrix deems advisable, either be delivered to the minor or to any person to safeguard on behalf of the minor. FOURTH: DISTRIQUTION OF MY RESIDUAL ESTATE. Upon my death, my remaining estate shall be distributed as follows: (A) The specific sum of One Hundred Thousand Dollars ($100,000.00) shall be distributed to my son, `I'IMOTFiY I;. WEBER, or the surviving issue ofmy son. The One I-Iundred Thousand Dollars ($100,000.00) shall consist of~ the annuity owned by me at the time of my death, payable to TIMOTHY F. WEBER and the bonds owned by me at the time ofmy death payable to TIMO"I'HY F. WEBER. My Executrix shall make up any amount, if necessary, to ensure that 'I'IMO"I'HY F. WEBER'S One Hundred Thousand Dollar ($100,000.00) share is fully funded. (13) The balance of my estate shall be distributed to my wife;, GEORGIA S. WEBER. As I state in Article l~fRS`I' (A), I acknowledge my son, LAWRENCE D. WEBER, but decline to make a bequest to him under this Wi[1. FIFTH: SPENDTHRIFT PROVISION. No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in the Estate in any manner other than by the valid exercise of a Power of Appointment. No part of the Trust Estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to sei"r_ure or other process by any creditor of a beneficiary. SIXTH: POWERS OF TRUSTEE ANU EXECUTOR. if administration of my estate or trust should be necessary in any jurisdiction when: my Executor or my Trustee is unable to quality, or if my Executor or my Trustee deems it necessary for any other reason, I give to my Executor and my Trustee the power to designate any individual or corporation with trust powers to serve with my Executor or my Trustee or in my Executor's or my Trustee's stead. I request that no security be required of any Executor or Trustee, including an Executor or Trustee named pursuant to the preceding sentence. References in my will to my "Executor" and my "Trustee" are to the one or ones acting at the time, except where otherwise specifically provided. A. Any corporate Executor or Trustee shall receive for its services the compensation far which it is willing to undertake similar services for others at the time such services are rendered, as evidenced by its published fee schedule in effect from time to time, unless it is willing to agree upon a fee that is less than its customary fee. Any individual who serves as Executor or Trustee shall be entitled to receive reasonable compensation for his or her services and, whether or not such individual receives compensation, shall be entitled to be reimbursed for expenses incurred for such services. I3. 1 grant my Executrix and my Trustee the powers set forth in 20 Pa.C.S. 5§ 3311-3332 and 20 Pa.C.S. ~~~' ?771-7780 respectively. In addition, my Trustee may merge any trust under this will with any trust having the same trustee and substantially the same diapositive provisions. If at any time after my death the sir_c of any trust under this will is so small that, in the opinion of my Trustee, the trust is uneconomical to administer, my Trustee may terminate the trust and distribute the assets to the person or persons authorir_ed to receive the trust income in such shares as my Trustee may deem appropriate. No Trustee who is also an income beneficiary of the trust at issue shall exercise any discretion granted in the preceding sentence. My Executor and my "1'rustce may distribute fungible personal property passing to a minor to any adult person with whom the minor resides, and that person's receipt shall be a sufficient voucher in the accounts of my Executor and my Trustee. C. It is my express intention that Community Trust Bank have no part or portion in the administration of my estate. D. It is my desire that my Executrix or alternate Executor, herein above named, consult with Mark A. Matcya, Esquire, in the handling of my estate, he being familiar with my affairs. SEVENTH: RIGHTS AND LIABILITIES OF THE EXECUTOR (A) No bond or other security shall be required of any Executor. (B) Phis instrument always shall be construed in favor of the validity of any act or omission by any Executor, and my Executor shall not be liable for any act or omission except in the case of gross negligence, bad fath or fraud. Specifically, in assessing the propriety of any investment, the overall performance of the entire: trust shall be taken into account. ( C) The Executor shall be entitled to receive reasonable compensation for services actually rendered io my estate, in an amount the Executor normally and customarily charges for gcrlorming similar services durinb tho time which ho pcriorlns the services. EIGHT: TAX ELECTIONS. (A) In determining the estate, inheritance and income tax liability relating to my Estate, the Executor's decision as to all available tax elections shall be conclusive on all concerned. If the Executor joins with my spouse in filing income tax returns, or consenting for gift tax purposes to having gilts made by either of us during my life considered as having been made one-half by each of us, any resulting liability shall be borne by my Estate any my spouse in such proportions as they may agree. (n accordance with IRC Section 2362(a) and without regard to whether a Fcdcral estate tax return is actually filed, by Executrix shall allocate as much ol'the Federal Generation Skipping Transfer (GS"I') exemption amount as wil! fully exempt any generation skipping transfer which may occur under this Will. (B} The Executrix may, in its discretion, determine the date as of which my gross estate shall be valued for the purpose of determining the applicable tax payable by reason of my death. { C) 'hhe Executor may, In !ts dlscrotlon, decide whether all or any part of certain deductions shall be taken as income tax deductions (even though they may equal or exceed the taxable income of~ my estate and whether or not claimed or of benefit on my estate's income tax return) or as estate tax deductions when a choice is available; and in the event that all or any part of'such deductions are taken as income tax deductions, no adjustment of income and principal accounts in my estate shall be made as a result of such decisions. NINTH: DF.F'INITIONS AND GENERAL PROVISIONS. {A) Survival. Any beneficiary, including my spouse, who dies within sixty (60) days after my death shall be considered not to have survived mc. (B) Children. Except for discretionary distributions which may be made unequally among a groug of persons and distributions pursuant to a valid exorcise ol'a Power of Appointment, in making a distribution to the children of any person, the property to be distributed shall be divided into as many shares as there are living children of the person and deceased children of the person who left children who are then-living. Each living child shall take one share and the share of each deceased child shall be divided among his then-living descendants in the same manner. ( C) Code. Unless otherwise stated, all references in my Will to section and chapter numbers arc to those of the Internal Revenue Code of 1986, as amended, or the corresponding provisions of any subsequent federal tax laws applicable to my estate. (D) Other Terms. The use of any gender includes the other genders, and the use of either the singular or the plural includes the other. (E) Captions. The captions set forth in this Wilt at the beginning of the various divisions hereof are for convenience of reference on]y and shalt nat be deemed to define or limit the provisions hereof or to affect in any way their construction and application. (F} Powers of Appointment are Exercised: By this Will 1 do not exercise any Power of Appointment. A'~'- Executed this ~} day of ~ , 2008. /~ l (SEAL) CH RLES W. WEBER Signed, sealed, published, and declared for and as his last will and testament by the testator in our presence, we all being present at the same time; and we, in his presence and at his request and in the presence of each other, have subscribed our names as witnesses whereof, all on the date last above written. ' -~j ~'~ w~ ~ ~ OF (L~ ~ S~ ~ l~Ot,~`i'~~F~T` ~~ ~ ~ ~ r r ` r ~` ~ ~,• 11 l OF -~) ~, /'' (..! il~r ~~t j1 ;~ J ~ ~ 1~ l,ly~: 1 l )~11~ COMMONWEALTH OF PENNSYLVANIA CUMBERLAND COUN"rY : to wit: Before me, the undersigned authority, on this date personally appeared Charles W. Weber, and ~~~~ 1~K~-~~~ ,and t~ ~i .i1 ~ i ~ ~~~ i , ~~; known to me to be the testator and witnesses, respectively, whose names are signed to~the foregoing instrument and, all of these persons being by me first duly sworn, Charles W. Weber, the testator, declared to me and to the witnesses in my presence that said instrument is his last will and testament and that he had willingly signed and executed it in the presence of said witnesses as his free and voluntary act for the purposes therein expressed, that said witnesses stated before me that the foregoing will was executed and acknowledged by the testator as his last will and testament in the presence of said witnesses who in his presence and at his reduest and in the presence of each other did subscribe their names thereto as attesting witnesses on the day ol'the date of said will and that the testator, at the time oi'the execution of said will, was over the age of eighteen years and of sound and disposing mind and memory. Sworn and acknowledged before me by CHARLES W. WEBER, the testator, ~~~ ~l~l~fi~,~ ,witness, and j E~ (~~ i , f ~ ~ r . , ~ r, r-, ,witness, this z~ day of Nt~ , ?008. -' r'~ A ,~ r,l; .1 Charles nW. Weber !~ _ l y~ . Witness WttneSS ~/ ~ ) ` / ~ ~~?"'/t~~'i14-Ct.~.L CC . L ~C ~~:~ LLt: i:• Notary Public My commission expires: CUMMUNWEALTI~ OF PENNSYLVANIA Notarial Seat ~ trances A. Aumitler, Notary Public I South Mlddteton Twp., Cumberland County I My Commisslon Expires March 16.2010 Membe~~ ~ennsylvanir. association of Notaries