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HomeMy WebLinkAbout01-21-111505610101 REV-1500 °`tO1-1°) ~ PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes °~""`"`"'°`""«"` Coun Code Year PO BOX 28o6oi INHERITANCE TAX RETURN ti Fle Number Harrisbu PA i i28-o6oi RESIDENT DECEDENT ~ O ~j~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 175-30-7522 07/02/2010 01 /02/1938 Decedent's last Name Suffix Decedents First Name MI WALMER SR WESTON R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE FILL INAPPROPRIATE OVALS BELOW REGISTER OF WILLS ~ 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (date of death O 4. Limfted Estate O 4a. Future Interest Compromise (date of Prior to 12-13-82) death after 12-12-82) O 5. Federal Estate Tax Retum Required ~ 6. Decedent Died Testate O (Attach Copy of III) 7. Decedent Maintained a Livin Trust (Attach Copy of Trust) 9 0 8. Total Number of Safe Deposit Boxes O 9. Litigation Proceeds Received O 10. Spousal Pove Credit date of de th ~ ( a between 12-31-91 and 1-1-95) O 11. Election to tax under Sec. 9113(A) CORRESPONDENT - THIS SECTION MUST BE COMPLET N ED. ALL CORRESPONDENCE AND CONFIDENTU (Attach Sch. O) -L ame TAX INFORMATK)N SHOULD BE DIRECTED T0: MARGARET FORD Daytime Telephone Number (918) 231-0344 P, REGISTER OFW1t.LS USE ONL'Y~ T First line of address ~ r f l >,; , _ 33417E 181st St SOUTH _ C7 == ;~ _ ~ ~ - t . Second line of address ~~> , , ; __ ~'C~ r - ~~ ., . 'i - City or Post Office _ . i _ .. - --; , . _, _ ' PORTER State ZIP Code t]~ FILED ~•'~ a OK 74454 ~ - `~ Correspondents e-mail address: FORDMEJCa~ GMAIL.COM Under penalties of perjury, I declare that I have examined this return rndudurg acoompa it is true, correcYlnd complete. Dedaretion of preparer other ttt ~~ schedules and s - ~s - -a ~ ~ ~~-/ e l tatements, and to the best of m k ~ ,- Np p ~ p p tX %"IT Of ~~,SQN~tESPOnr~IBLE~pR~FILIN p rsona nowl representative is based on all information of which preparer has any kn~owl~~ lief, arncnv 33417E 181st St. SOUTH, PORTER OK 74454 . -1 Div SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY 1505610101 Side 1 1505610101 J 1505610105 REV-1500 EX Decedent's Social Security Number Decedent's Name: WESTON R. WALMER, SR. 175-30-7522 RECAPITULATION 1 . Real Estate (Schedule A) ............. ................................ 1. 0.00 2 . Stocks and Bonds (Schedule B} ......... .............................. 2, 0.00 3 . Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3 ..... . 0.00 4. Mortgages and Notes Receivable (Schedule D) ...... .......... . .......... a. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Properly (Schedule E). 5 ...... , 14,278.99 6. Jointly Owned Property (Schedule F) O Separate Billing Requested 7. ....... 6. Inter-vvos Transfers 8 Miscellaneous Non_Probate Property (Schedule G) O Separate Billing Requested........ 7- 8. Total Gross Assets (total Lines 1 through 7) ...... 9. ........ . .............. 8. Funeral Expenses and Administrative Costs (Schedule H) . 74,278.99 .... . ............. 9. 3.877.97 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 11. .............. 10. Total Deductions (total Lines 9 and 10).. . ..... 119.75 ......................... 11. 3,997.72 12. Net Value of Estate (Line 8 minus Line 11) ....... 13. ..... . Charitable and Governmental ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ 12. Bequests/Sec 9113 Trusts for which 10,281.27 an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ... ....... . ---~~~~~ TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES .....14. 10,281.27 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .0_ 16. Amount of Line 14 taxable 15. at lineal rate X .0 45 462 66 . 17. Amount of Line 14 taxable 16. 462.66 at sibling rate X .12 18. Amount of Line 14 taxable 17. at collateral rate X .15 18. 19. TAX DUE ............... ........................ .............. .... 19. 462.66 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O L._. side 2 1505610105 1505610105 J REV-1500 EX Page 3 Decedent's Complete Address: Fiie Number DECEDENTS NAME WESTON R. WALMER, SR. STREETADDRESS 208 SENATE AVE. APT. 803 ciTr - CAMP HILL srArE - ---- -~P ---- --- PA 17011-2359 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments (1) A. Prior Payments 462.66 B. Discount 3. Interest Total Credits (A + g) (2) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) Fill in oval on Page 2, Line 20 to re uest f 0.00 q a re und, (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 0.00 (5) 462.66 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY " PLACING AN X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the ro P party transferred : Yes No ................................ b. retain the right to designate who shall use the ro ~~~~~~~~~~~~~~~~~~~~~"""""""" P Pent transferred or its income : ............... c retai ^ ^ ............................. . n a reversionary interest; or ................ ......................... . d. receive the promise for life of either payments, benefits or care? .................................. 2 If d th . .................................... ea occurred after Dec. 12, 1982, did decedent transfer property within one year of death ^ without receiving adequate oonsideration? .. ............................................................................................................ 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 ^ ^ x ^ ^ account, annuity or other non-probate property, which contains a beneficiary designation? ....... ....................................................................................... ^ x 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)j. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivin [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 disdosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. 9 spouse is 0 percent For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child 21 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 percent [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 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)j. ~ The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)j. 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-15o8 EX+ (11-io) Pennsylvania SCNEpVLE E DEPARTMENT OF REVENUE CASH BANK DEPOSITS 8r MISC INHE . RITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: WESTON R. WALMER, SR. FILE NUMBER: Indude the proceeds of litigation and the date the proceeds were received by the estate. All property loir~tly owned with right of sunrivorship must b di 2010-00694 e ITEM sclosed on Schedule F. NUMBER DESCRIPTION VALUE AT DATE 1. Checking Account -Citizens Bank - Account # 610638-228-3 Sta.# ~MerLt aftQChe~' OF DEATH 2. Cash on Hand 13,657.99 3. (2) reclining chairs -one 20 years old wish a few tears the other about 15 96.00 , years okt 4, small breakfast table with 2 chairs -small pine table, good condition 50.00 5. small coffee table - very okt, dents 8 skxatk~les 75.00 6. full size bed -parties board material, only frame and headboard usabl 20.00 e -mattress destroyed 7. dresser -small dresser, parties board material 50.00 8. wearing apparel -not much dothing, few pair of pants, a coat, a few shirts and underclothes 50.00 9. television -old 32' iv - decent condition 75.00 10. VCR / DVD la r -old P Ye type Player - decent condition 25.00 11. Kodak Carnes 20.00 12 (15) VHS movies -misc. movies (from western t Di 30.00 s o sney) 13. (3) watches -1 Citizen, 1 US Pob,1 Elgin (not working) - ok condition 30.00 14. cookware - a couple of old poi & pans 50.00 15. dishes - a few plates, bowls and glasses -random pieces 10.00 16. bedding & towels - a few sheets & towels 15.00 17. computer -old desktop & monitor 10.00 15.00 TOTAL (Also enter on Line 5, RecaDitulatinnl e ~~ more space is needed, use additional sheets of paper of the same size. Circle Account Statement 1-888-910-4100 Call Citizens' PhoneBank anytime for account information, current rates and answer to your questions. © or 4 Beginning June 18, 2010 through July 20, 2010 h C ecking SUMMARY -~ WESTON WALMER Balance Calculation Circle Checking Previous Balance 13,764.73 610638-228-3 Checks 88 19 Withdrawals 12,018.55 - Deposits & Additions 829.00 + Current Balance 2,486.99 = TRANSACTION DETAILS Previous Balance - Checks• There is a break in check sequence 13, 764.73 Check k Amount Date Check i< Amount Date 1071 10.05 06/24 1072 18.14 07/01 n iotalChecks Withdrawals 88.19 Other Withdrawals Date Amount Description 06/22 18.55 New York Life Checkpaymt 100621 Check 4i 0000001067 07/08 12,000.00 Withdrawal f r~ 5 i"e f i'~L~ -~ ~s -FR~Q. ~ t' Li `r ~ tt~ /~ (~ t Total Withdrawals Deposits & Additions 12,018.55 Date Amount Description 01/14 829.00 US Treasury 303 Soc Sec 071410 '~'"~ ~F it'~~1f'Q ~~, ~~dl~ l ~~ ~ ~^, ~ ~•~.~Q.~I.Ct~ ~ c..•+ n Total Deposits 8 Additions 829.00 Current Balance Daily Balance Date Balance Date Balance Date 2,486.99 Balance 06/22 13,74G.18 07/01 13,657.9 n7 G,;/24 13,736.13 07/08 ~ 1 /1" 2,486.99 ,657.99 NEWS FROM CITIZENS --Citizens Bank is here for all your borrowing needs. Whether you are consolidating debt, making home improvements or paying off student Loans, Citizens Bank has great rates that can help you with a variety of btrrowing needs. Take advantage of flexible repayment terms and no closing costs on home equity lines or loans. Or, for those of you who are purchasing a home or refinancing your mortgage, get 1/8°{0 off your rate when you have a Circle Gold Checking account and your payment automatically deducted. See a banker today or call 888-716-4824 and discuss your borrowing options. --We all have savings goats. Whether it's a new home, a child's education, retirement or being prepared for unexpected expenses, Citizens Bank makes it easy and rewarding for you to start saving. Creating an emergency savings account can prepare you for unexpected events and help you reach your savings goals. No matter what you're saving for, we have a great savings solution. Ask your banker about what savinys accounts and programs are right for you. 4ye also offer money market accounts and CDs with competitive rates and the peace of mind of FDIC insurance. for more information or to open a new account, visit your local branch today or call 1-888-821-3900. Member FDIC. See a banker for FDIC coverage amountr and transaction limitations. --The Citizens Bank Trufit Student Loan features ZERO fees and a ch~»ce of repayment plans, providing eligible students and families with a financing alternative after they've maximized grants, scholarships and federal loan options. Discuss your needs with us today Circle Account Statement i-888-910-4100 Galt Citizens PhoneBank anytime for account information, curtern rates and answers to your questions. © oP 3 Beginning July 21, 2010 through August 18, 2010 Checking SUMMARY Balance Calculation "`-~ WESTON WALMER Previous Balance 2,486,99 Checks .00 - Withdrawals 829.00 - Depositr & Additions .00 + Current Balance 1,657.99 = Circle Checking 610638-228-3 iRANSA[TION DETAILS Previous Balance Withdrawals 2 , 486.99 Other Withdrawals Date Amount Description 07/21 829.00 Retd 07/14 SSA Dod 07/02/2010 ~~,.~i ~'1d ~w1 ~ y !,t 5 Trtasl.tr Daily Balance Date g~~ ~~ 01 21 Balance Dan Balance / 1,657.99 MEMO --Reminder: As of August 15, 2010 a new federal regulation will change the way your account works today. As detailed in the insert you received in your July statement, with current Standard Overdraft Practices, Citizens Bank, at our discretion, may authorize and pay transactions that cause overdrafts includfng ATM and everyday debit card transactions. However, effective August 15, 2010 we will decline your ATM and everyday debit card overdrafts unless you ask us to incWde them in the Standard Overdraft Practices on your account. If your account was opened July i, 2010 or later, your Standard Overdraft Practices preference was made during account opening and is effective immediately. At Citizens Bank you have a choice for how you would like us to handle your ATM and everyday debit card transactions. If you haven't already done so, and you wish to give us the authority to pay ATM and debit card overdrafts on your behalf, you may provide your consent by using one of these three convenient options: call us at i-866-211-2921, log on to online banking or visit your local branch. While you can make and/or change your decision at any time, to retain this service without interruption we must have your authorization before August 15th, If you prefer that the bank does not pay ATM and everyday debit card overdrafts on your account, there's no action you need to take. Beginning August, 15th, any overdrafts on ATM and everyday debit card transactions wilt be declined. For more information on this new regulation visit federalsregulation/and how it mpaets your account, C ~zens Bank~emafnsndedicat d to helping you bank on your tenns.'~ NEWS FROM CITIZENS --Citizens Bank is here for all your borrowing needs. Whether you are consolidating debt, making home improvements or paying off student loans, Citizens Bank has great rates that can help you with a variety of borrowing needs. Take advantage of flexible repayment terms and no closing costs on home equity lines or loans. Or, for those of you who are purchasing a home or refinancing your mortgage, get 1/8% off your rate when you have a Circle Gold Checking account and your payment automatically deducted, See a banker today or call 1-888-567-1518 and discuss your borrowing options. --We all have savings goals. Whether iYs a new home, a child's education, retirement or being prepared for unexpected expenses, Citizens Bank makes it easy and rewarding for you to start saving. Creating an emergency savings account can prepare you for unexpected events and help you reach your savings goals. No matter what you're saving for, we have a great savings n Total wuharawals ' 829.00 za T Current Balance 1,657.99 Circle Account Statement 1-888-910-4100 Call Citizenf PhoneBank anytime for aaount information, current rates and answers to your questions. 05002 BR29i "~ WESTON WALMER 208 SENATE AVE APT 803 CAMP HILL PA 17011-2359 © OF 2 Beginning September 21, 2010 through October 20, 2010 Contents Summary vase i Checking pays 2 t.~lctt= summary Account Account Number Balance Batance WESTON WALMER D E P O 51 7 BALANCE last SUtement This Statement checking ~irde Checking Circle Checking 610638-228.3 610638-228-3 1,657.99 1,657.99 Total Depostt BaUnce Monthly combined balance to waive monthly fee is v - 1 - -' Your monthly combined balance this statement period is 5,000.00 /~ 1, 657.99 (e 1 Total RelationsMp Balana 1,657.99 a c~~x ~ cl~. ~ ~~~ j, o ~a. ~ ~~e ~-rai-ts ~r~ r-r~ ~c~ ~Sf~-~ ~ c ~oc~ ~~" Commercial Account Statement 1-800-862-6200 Call Citizens PhoneBank anytime for account information, current rates and answer to your questions. US102 BR291 --~ EST OF WESTON R WAIMER MARGARET E. J. FORD EXEC 33417 E 181ST ST S PORTER OK 74454-5609 © of 2 Beginning July o8, 2010 through July 31, 2010 Commercial Checking 7 A K T Balance Calculation Previous Balance .00 Checks .00 - Debits 14.00 - Deposits & Credits 12,000.00 + Current Balance 11,986.00 EST OF WESTON R WALMER MARGARET E.J. FORD EXEC Business Green Checking i~-693-2 PreWoua Balance TRANSACTION DE7AIl.S .00 Debits Other Debits Date Amount Descrlptton _ 07/30 14.00 Service Charge (1) ~~ Cash Dep/Currency Orders $12,000- 55,000 Free $14.00 -. Deposits & Credits Date Amount Dettriptbn 07/08 12,000.00 Doposlt Daily Balance Date Balance Date 01/08 12,000.00 07/30 Balance pate Balance 11,986.00 NEWS FROM CITIZENS --Citizens Bank is here for alt your borrowing needs. Whether you are consolidating debt, making home improvements or paying off student loans, Citizens Bank has great rates that can help you with a variety of borrowing needs. Take advantage of flexible repayment terms and no closing costs on home equity tines or loans. Or, for those of you who are purchasing a home or refinancing your mortgage, get 1/8% off your rate when you have a Circle Gold Checking account and your payment automatically deducted. See a banker today or call 888-716-4824 and discuss your borrowing options. --The Citizens Bank TruFit Student Loan features ZERO fees and a choice of repayment plans, providing eligible studentr and families with a financing alternative after they've maximized grants, scholarships and federal loan options. Discuss your needs with us today at i-8&8-333-0128. citizensbank.com/TruFitStudent. --Keep your business finances running smoothly with these limited-time offers from Citizens n Total Debits 14.00 Total Deposits 8 Credits 12,000.00 ~ ] Current Balance 11,986.00 ~r i ~. y .._ ~ i-800-862-6200 GU Citizens PhoneBank anytime for aceourk infemwtion, cunetk rates and answers to your questions. U5102 BR291 -~ EST OF WESTON R WALMER MARGARET E. J. FORD EXE[ 33417 E 181ST ST S PORTER OK 74454-5609 Commercial Account Statement © OF 1 Beginning August 01, 2010 through August 31, 2010 Commercial Checking ~ - - SUMMARY Balance Calculation EST Of WESTON R WALMER MARGARET E. J. FORD EXEC Previous Balance 11,986.00 Business Green [hacking Checks 3,886.22 - X693-2 Debits . ~ _ Deposits $ Credits ~ + Current Balance 8,099.78 m TRANSACilON DETAILS PnvioesBalance Cheda* There is a Meek in ohet4ti 11, 986.00 Check p Aeaunt 991 119.75 Date 08/16 Check B ~n0tl1n Dam 992 3,766.47 08/18 Tote( Chedes 3,886.22 (=1 Current Baiana Deity Balance Date Balance Date 8,099.78 Balance paw 08/16 !1,866.25 C8/18 ._ 8;099.78 _ Balance -- _. NEWS FROM CITIZENS --Citizens Bank is here for aU your borrowing needs. Whether you are consolidating debt, making home improvements or paying off student loans, Citizens Bank has great rates that can /~ ~~ , / help you with a variety of borrowing needs. Take advantage of flexible repayment teens and no 1..8- ~ ~ ~ v~'~ i ~ n closing costs on home equity tines or loans. Or, for those of you who are purchasing ahome //~~ yy~ or refinancing your mortgage, get 1/896 off your rate when you have a Circle Gold Checking ~ "!~a ~ ! rat ~PQZZ~ account and your payment automatically deducted. See a banker today or call i-888-567-1518 and discuss your borrowing options. Fu~~ ~~- --At Cititens Bank, we have a number of borrowing solutions to he thrive including business mortgages, tines of credit or teen loans. A dedicated bus Hess and banker will take the time to ask the right questions to understand your business and provide you with tending solutions to help meet your business oats at a competitive interest rate. visit your local branch today and ask to speak to a bus~ness banker. --Effective September 30, 2010, the Outgoing Officer Assisted Wire fee wltl increase to 5100 per wire. --Give help Give hope. Be Inspired. Please join us in saluting our new Champion in Acdon at citizensbank.com/community. .. ;.er r~:C r`' cGUai F.ousirg .er~dar Po t3ox 7000 ROP-450 Providence R3 02940 i-$oo-ss~-~ZOo PlFase call us anytime `or answers to your questions, account in`ormaror., current rates cr to updatz your address 8 phone number. MB C<i 1171 Q8 49741 B 365 A ~~lri~lrl~~'`l~hl~~'!!~'!i""i'!'i!i'!hi'iin!'I~I'iii!!n'i --~ EST OF WESTON R W,41_MER MARGARET E. J. FORC EXEC 33417E 181ST ST S PORTER OK 74454-5609 Commercial Account Statement © of 1 Beginning November O1, 2010 Chrough November 30, 2010 Commercial Checking U 5 10 2 S U M M A R Y EST OF MIESTON R WALMER MARGARET E. J. FORA EXEC Balance Calculation Business Green Checking Previous fsalance 8,099.78 XXXXXXX693-2 Checks .00 - Debits .00 - Deposits & Credits 1,657.99 + Current Balance 9, 757.77 = Previous Baiance TRANSACTION DETAILS R, 094.7R Deposits & Credits Date Amount Descriptlon 11,01 1,657.99 Credit Me mo n Total Deposits & Credits 1,657.99 ewrent Balauce 9,757.77 Daily Balance Date Balance Date Balance IIate Balance 11:"01 9,157.77 NEWS FROM CITItENS --IMPORTANT NOTICE FOR CUSTOMERS WHO USE FEDERAL TAX PAYMENT COUPONS: Pending final ruling, the US Treasury intends to discontinue use of these coupons. As a result, you will no longer be able to make your federal tax payments in branches after 12/13/10. Plan ahead and make arrangements for an electronic solution. Call 800-390-4483 and speak with a Business Banking Specialist today. --IMPORTANT NOTICES ABOUT YOUR ACCOUNT: The fee for Official Banc Checks that you purchase from us will be $SO effective October 19, 2010. If you deposit an item that gets returned tc us unpaid, we assess a Return Deposited Item (RDI) fee. This fee will be $20 effective January 10, 2011 for checking and money market accounts and effective February 7, 2011 for savings accounts. --Give help. Give hope. Be Inspired. Please join us in saluting our new Champion in Action at citizensbank.com/community. ;:iember FDIC l~ Ep+al Fbusinp Lxiitler Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City _ __ Year(s) Commission Paid: ESTATE OF FILE NUMBER WESTON R. WALMER, SR. _ 2010-00694 Decedent's debts must be reported on Schedule I. AMOUNT A. FUNERAL EXPENSES: I ~ Malpezzi Funeral Flume, services of Funeral Director 8~ Staff and cremation fees ~ i-Q,wt ~ ~e.cQ S'I-a1Z mtn+ ~tf¢ c.61e ~l B. 1. 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) flaimant 4. 5. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS State _ ZIP Street Address City _ _ _ State __ Relationship of Claimant to Decedent Probate Fees: ('QCC; P t a~--4ct„c~.~ Acrnuntant Fees: 6. ~ Tax Return Preparer Fees: 7 ZIP 3,766.47 111.50 TOTAL (Also enter on Line 9, Recapitulation) I $ 3,877.97 If more space is needed, use additional sheets of paper of the same size. vialpezzi Funeral Home 8 Market Plaza Way Mechanicsburg, PA 17055 (717)697-4696 Jerem J. Shartzer, FD Kyle C. Knipe, FD Michael J. Maipezzi, Owner, FD y .Iuly 9, 2010 Margie E. Ford 33417 East 181st. Street South Porter, OK 74454 The Funeral Service for Weston Russell Walmer Sr. We sincerely appreciate the confidence you have placed in us and will continue to assist you in every ~vay we can. Please feel free to contact us if you have any questions in regard to this statement. rNF FOi..I,OWING IS .4\ ITEMIZED STATEMENT OF THE SERVICES, FACILITIES. AUTOMOTIVE EQUIPMENT, ANll MERCHANDISF.1'HAT YOU SELEC"I't;D WHEN MAKING "11IL-' FUNI;l2AL ARRANGI;MI;NTS. 1. PROFESSI0IAL SERVICES: Services of Funeral Director/Staff $2,795.00 FUNERAL HOME SERVICE CHARGES $2,795.00 SELECTED MERCHANDISE: Transporter Cremation Container $ I G5.00 $300.00 Cremation Urn $235.00 :American Valor Register Package $100.00 Standard Urn Engraving THE COST OF OUR SERVICES, EQUIPMENT, ANU MERCHANDISE "THAT YOU HAVE SELECTED $3,595.00 Al THL: T1v1E FUNERAL ARRA\GEMGNTS WL'RF MADE. WE ADVAVCTiD CF,RTAIN PAYMENTS TO OTiiFRS AS A\ ACCOMMODATTON. TIIF. FOT.i.OWiNG IS AN ACCOUNTING FOR THOSF. CHARGES. CASH ADVAICES: Certified Death Certificates $6.00 Newspaper~lotices -Patriot $115.47 Clergy/Mass Offering $50.00 TOTAL CASH ADVANCES Ai`1D SPECIAL CHARGES $171.47 CO\TRACT PRICE $3,766.47 RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date: 7/12/2010 Cumberland County - Register Of Wills Receipt Time: 08:36:07 One Courthouse Square Receipt No.: 1061819 Carlisle, PA 17013 WALMER WESTON R Estate File No.: 2010-00694 Paid By Remarks: DMRGARET FORD Receipt Distribution Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 60.00 00 15 CUMBERLAND CUMBERLAND COUNTY COUNTY GENERAL GENERAL FUN FUN WILL SHORT CERTIFICATE . 8.00 50 23 CUMBERLAND COUNTY BUREAU OF RECEIPTS GENERAL & CNTR FUN M.D JCS FEE AUTOMATION FEE . --_-------5_00 -- CUMBERLAND COUNTY GENERAL FUN Cash $111.50 Total Received......... $111.50 ~ Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES 8~ LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER WESTON R. WALMER, SR. 2010-00694 n....,.. a.~ ~...,~~r.,~ h~ rho deecdent prior to death that remained unpaid et the date of death, including unreimbursed medical expenses. If more space is needed, loser[ adtl~tionai snee[s or [ne same size. xti . v O ~ `Y' m ~- F ~,,Aw ~I.. t .°o ~_ C A c ~ ~ ~ `~ ~• T i~~Ml Z f r a ti ~ N O '~ Q ..~. 7 r U ~ ~ M L?I O. m tt~ i~ ~~ r: ~` i fl la a ~. i` a 0 H- L. ~~ C ~ O '" (~ ~ U C ~ ~ ~ U L ~ s ~~ r ~G ~ U m ~ ~ ~ •} 0 m 3 ~ ~ .. ~ ~ LA ~ n ~ ~ m ~ ~ ~z ~ ~ w ~ C~ 3 ~ z° ' ~ x > ~ i- Cf~ ~`: Q t .~ N '~ O ~ ~p~ppj ON ~ Lfi ~ r fiR i ~ O ~ ''~ c E ~' ~acvo" ~ ~ ~ ~ .c w a~ c =Ev~isi cv w m °o C Q~ U N 'C U ~ ~ ~ ~ ~ Z ~ 3~na~i~°~% +~ Cl) ~ ~ ~ w- C l ~I ~ R7 ~ + m + moo Uoa mo ° ~ ~ I - ~ * v 3 Z~ Ec ~ :ti C3a~ ++ ' U O ~ ~ C,~ O ~ N C aCL•^ O ii ~ ~- ~ ~ c W fll l9 a 0 N ~ C O ~ ~ N a-+ N C ~ ~ ~ E ~ O j, v ~ +-' C ~+~~! 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WALMER, SR. 2010-00694 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY Do Not Lfst Tnustae(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Indude outright spousal distritations and transfers under Sec. 9116 (a) (1.2).] 1. MARGARET E. FORD Daughter 1 /3 33417 E.181 st Street South, Porter OK 74454 2. WESTON R. WALMER, JR. Son 1/3 16347 S. 333rd East Ave., Coweta OK 74429 3. JACQUELINE D. PROVANCHER Daughter 1 /3 457 N. Air Depot, Apt 1, Midwest City OK 73110 C,o~y d ~ W(I I a.~-~arke~ u ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ If more space is needed, use additional sheets of paper of the same size. REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA CERTIFICATE OF GRANT OF LETTERS 00694 PA No . 21- 10- 0694 No. 2010- Estate Of: WESTONR WALMER (Firs!, Middle, Last) a/k/a : WESTON RUSSELL WALMER Late Of : CUMBERLAND COUNTW NSHIP Deceased Social Security No: 175-30-7522 WHEREAS, on the 12th day of July 2010 an instrument dated April 13th 2005 was admitted to probate as the last will of WESTON R WALMER (First, MiddM, LasU a/k/a WESTON RUSSELL WALMER late of EAST PENNSBORO TOWNSH/P, CUMBERLAND County, who died on the 2nd day of July 2010 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: MARGARET E FORD who has duly qualified as EXECUTOR(R/Xl and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 12th day of July 2010. * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) WILL OF WESTON R. WARMER I, Weston R. Walmer of Cumberland County, Camp Hill, Pennsylvania, declare this to be my last Will and hereby revoke all prior Wills and Codicils. I direct that all my just debts, funeral expenses, gravemarker and administrative expenses shall be paid from my residuary estate as soon as practicable after my death. 2. I direct that all inheritance, estate, transfer, succession and death taxes of any kind whatsoever which may be payable by reason of my death shall be paid out of my residuary estate. 3. I direct that my entire estate be distributed as follows: A. I direct that my entire estate be divided equally between my children, Jacqueline D_ Provancher, Weston Walmer, Jr. and Margaret E. J. Ford. B. Should any of my children predecease me, their share shall lapse and be divided equally among surviving children. 4. I appoint Margaret E. J. Ford as Executrix of this my last Will. If she should predecease me or cease to act in such capacity, I appoint Weston Walmer, Jr. as alternate. 5. The Executor of this Will shall have the power to distribute my estate in kind or in cash, or partly in either. i.AW OFFICES OF STEPHEN J. HOGG 19 S. NANOVER STREET SLIITR 101 CARLISLE, PA 17013 5. I direct that no Executor acting under this Will shall be required to enter bond in any jurisdiction. IN WITNESS WHER ha~re reunto set my hand this ~ =-- day of f , ~5• ~ ~ -., - - /1~ ,,..~, ~~-- flti ~• W ~~ ~ ~ r ~ ,~ -- Weston R. Walmer " '~' ~' ~" '_] _. .. -1~~ -- ~~ ~;a ...~~ ?..t.~ ..•.a. ... - ._-t'l f.~ ~ - ~ _ ... ~ { N ~D The preceding instrument consisting of this and one other page was on the day and date hereof signed, published and declared by Weston R. Walmer as and for his last Will in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. ,~ -j" ~i ' . ,, ,1 k' NESS ~ % --~'~ NESS ~ ,/ LAW OFFICES OF STEPHEN J. NOGG 19 S. IIANOVLR STRL•L•T SUITE 101 CARLISLE, PA 17013 ACKNOWLEDGMENT LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 State of Pennsylvania ss County of Cumberland I, Weston R. Walmer, the testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to iaw, do hereby acknowledge that I signed and executed the instrument as my last Will; that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Weston R. Walmer Sworn to or affirmed an acknowled for a by Weston R. Walmer the testator, this ~ day of 2005. A ~~-:...... ,... - r~oTA~l~-!. se~~ ~ t sr~prlErla.~loao.aaora~;~~ui`.~~; Notary ublic/Attorne CAFiIlSLE S{)R0, CliI~48ER~ Ar!~ CO., ~t:m COl~tlYg88lpP~] $X3MAES SEp7E~SiR 9, 2A~D5 !R AFFIDAVIT State of Pennsylvania ss County of Cumberland We, fz'~:s;J,~~~ ~; ~~r~' and ~,~54 ~ ~~ ~~ey~the witnesses whose names are~igned to the attached or foregoing instrument, being duty qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his last Will; that the testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Wilt as a witness; and that to the best of our knowledge the testator was... t that time 18 or more years of age, of sound mid and und~+er no;con~traint _ ndue influe ce. /, ~, :f E 1 ~~~ f _ I ~f~. .~ ,fir ~~ - 1 !AY Sworn to or this~dayof_ lV~TA1ilA1. SEAT ~ ~, sre~ts~la s. l~~, rloral~r rl:aLa "~' CAAf.ISLE sORO. CiN!l9ERL.~tdO Ct'T., ~~ 11~iY CCi41fiA1S81DDt EM~iEti SEP'FEiif8~i4 3, PublicJ, ire me by witnesses, 2005. ~, _ Y ~ ~„ s~ r ', :, _ _ ~C~GJ tip ~, .~ ~:... _ x ,. , ~ , .. _ -e ,~, c - , TT/2 6Y:~T:6T 0T dWbttltli32 _ ,. NMi' 6T-Li QB i T'C d~~ , { DEEDS 1 COURT i~OUSE SQ ~ ~~b a~ ~_ 4.~. C SLE PA 41'G13-382~d"' ~ , ~~_ >t~ ""aj } ~~ , Q A~ r ~~ . ~~-~- ~~ .{, ~~ ._ .~ . ::~ ,:_M. i 0 m m