HomeMy WebLinkAbout04-0672PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Vernon E. Dyer
also known as
Deceased.
Social Security No. 168-26-3699
To:
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(~), who is/l~t~:l 8 years of age or older an the execut r'~ ×
in the last will of the above decedent, dated October 21
and codicil(s) dated none
in the
named
,19:99
Dorothy M. Dyer, Executrix named under the Will. has renounced.
Renunciation attached.
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
is last family or principal residence at 302 East Oranee Street, Borough of
Shippensburg
(list street, number and muncipality)
Decendent, then 89 years of age, died July 6, 2004 ,
at 302 East Orange Street, Shippensbure.
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: none~
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 173,520
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
theron.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
1931 Jackson Street
Judith Ann Dvelr~ San Francisco~ CA 94f09
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF CUMBERLAND f SS
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the .best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedeat petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmeb~ and subscribed [-
before me this [.5 day of Judith Ann Dyer
No. ~t-Oq- ~':Z
Estate Of Vhrnon E. Dyer ~ Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side he~eof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated October 21, 1999
described therein be admitted to probate and filed of record as the last will of
Vernon E. Dyer
and Letters Testamentary
are hereby granted to Judith Ann Dyer
/,QC)04- ~t , in consideration of the petition on
FEES
Probate, Letters, Etc .......... $
Short Certificates( ) .......... $
Renunciation ................ $
$
TOTAL __ $
Filed ...................................
Jerry A. Weigle, Esquire 01624
ATTORNEY(Sup. Ct. LD. No.)
WEIGLE & ASSOCIATES, P.C.
126 East King Street
ADDRESS
Sh±ppensburg, PA 17257
717-532-7388
pHo~
RENUNCIATION
2.1- Oq.- ~.-/2'
In Re Estate of
Vernon E. Dyer
deceased.
To the Register of Wills of
Cumberland
County, Pennsylvania.
The undersigned Dorothy M. Dyer, spouse of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
Testamentary
be issued to Judith Ann Dyer
WITNESS my hand this /~ day of July ,Xli) 2004.
Dorothy M. Dyer
302 East Orange Street
Shippensburg, PA 17257
(Address)
(Signature)
(Address)
(Signature)
(Address)
LAST WILL AND TESTAMENT
.2l-0,4- toT Z.
I, VERNON E. DYER, of 302 East Orange Street, Borough of Shippensburg,
Shippensburg, Cumberland County, Pennsylvania, being of sound mind, memory and
disposition, do hereby make, publish and declare this my Last Will and Testament, hereby
revoking and making void all wills by me at any time heretofore made.
FIRST. I order and direct the payment of all my legally enforceable debts and
funeral expenses as soon as may be convenient after my decease.
SECOND. I give, devise and bequeath ail my estate, real, personal and mixed,
whatsoever and wheresoever situate, to my beloved wife, DOROTHY M. DYER, absolutely.
THIRD. In the event my said wife predeceases me or is not living on the sixtieth
(60th) day following my death, I then give, devise and bequeath my said estate as follows:
A. ONE SHARE to my daughter, JUDITH ANN DYER.
ONE SHARE to ALLFIRST BANK, IN TRUST, for the following uses and
purposes:
To pay on behalf of or for the benefit of my daughter, MARILYNN
SUE KLOPP the sum of EIGHT HUNDRED DOLLARS ($800.00)
per month to be used as the said MARILYNN SUE KLOPP sees fit.
To pay on behaif of or for the benefit of my daughter, MARILYNN
SUE KLOPP an amount not in excess of SIX THOUSAND
DOLLARS ($6,000.00) per year for real estate taxes. Any portion of
the Six Thousand Dollars ($6,000.00) which is not expended for real
estate taxes may be applied toward oil, gas, electric, sewer and water
expenses.
Upon the death of my daughter, MARILYNN SUE KLOPP, or upon
my death if she predeceases me, this Trust shall terminate and the then
remaining principai and accumulated or undistributed income shail be
distributed in equal shares to my grandchildren, CHRISTOPHER A.
KLOPP, DAVID E. KLOPP, JENNIFER L. KLOPP, and
MATTHEW V. KLOPP, on a per stirpes distribution basis.
ONE SHARE to be divided equaily among my grandchildren,
CHRISTOPHER A. KLOPP, DAVID E. KLOPP, JENNIFER L. KLOPP, and
MATTHEW V. KLOPP, on a per stirpes distribution basis.
MARK, WEIGLE AND PERKINS -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397
FOURTH. In the event that any beneficiary of this my Last Will and Testament is
under the age of twenty-three (23) years, I then give and bequeath said beneficiary's share to
and appoint as Trustee of any property which passes under this Will or otherwise, ALLFIRST
.BANK, of Shippensburg, Pennsylvania, AS TRUSTEE, NEVERTHELESS, to invest and re-
revest the same until the said beneficiary reaches the age of twenty-three (23) years, with the
following powers in addition to those presently given by law:
The power to expend the income towards the health, support and
maintenance, and education, including a college (both undergraduate
and graduate), trade, business or technical school education, of the said
beneficiary;
The power to expend the principal, within the discretion of the said
Trustee, if the income is insufficient, towards the health, support and
maintenance, and education, including a college (both undergraduate
and graduate), trade, business or technical school education, oftbe said
beneficiary;
The power to sell any and all real estate, within the discretion of the
said Trustee;
The power and obligation to distribute the balance of principal and
interest, if any remaining, when the said beneficiary reaches the age of
twenty-three (23) years, without the necessity of a formal adjudication
of the Trustee's Account in the Court of Common Pleas of Cumberland
County, upon the receipt of a good and valid release;
The principal of the Trust and the income therefrom shall be free from
the debts, liabilities, and engagements of those beneficially interested
therein, and shall not be subject to assignment by him or her, nor to
attachment or execution under any legal, equitable or other process for
the enforcement of judgments or claims of any sort against them, either
individually or collectively; and
FIFTH. I nominate, constitute and appoint my wife, DOROTHY M. DYER,
to be the Executrix of this my Last Will and Testament; if she be unable to fulfill the duties
of Executrix, I then nominate, constitute and appoint my daughter, JUDITH ANN DYER, to
be the Executrix of this my Last Will and Testament.
SIXTH. I direct that my personal representatives shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
MARK, WEIGLE AND PERKINS -- ATTORNI~ys AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 172)57-1397
SEVENTH. I hereby direct that all federal, state and other death taxes payable
because of my death, with respect to the property forming my gross estate for tax purposes,
whether or not passing under this Will, including any interest or penalty imposed in
connection with such taxes, shall be considered a part of the expense of administration of my
estate and that such be paid out of the rest and residue of my estate.
IN WITNESS WHEREOF, I, VERNON E. DYER, have hereunto set my hand and
seal to this my Last Will and Testament, wr~ee pages, the first two pages signed for
identification only, this ~-p'~day of ,1999.
This instrument was by the Testator, on the date hereof, signed, published and declared
by him to be his Last Will and Testament, in our presence, who at his request and in the
presence of each other, we believing him to be of sound and disposing mind and memory,
have hereunto subscribed our names as witnesses.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
I, VERNON E. DYER, the person whose name is signed to the foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrumem as my Last Will; that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged
before m__~e by VERNON E.,,DYER, the Testator,
this °c~Y~/day °f dg~J~(~j~_~' 1999'
NOTARIAL sEAL {J
Jerry A. Weigl .e.~ Notary Public
MARK, WEIGLE AND PERKINS ATTORNEYS AT LAW -- 126 EAST K~NG STREET _ SHIPPENSBURG, PA 17257-1397
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
the witnesses whose names are signed to the foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw VERNON E. DYER, the
Testator, sign and execute the instrument as his Last Will; that he signed willingly and that
he executed it as his flee and voluntary act for the purposes therein expressed; that each of us
in the hearing and sight of the Testator, signed the will as wimesses; and that to the best of
our knowledge the Testator was at the time eighteen (18) or more years of age and of sound
mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed
before mfi by
and ,_~z~.~.J~
· esses, this 'b/4~- day of ~- ,1999.
NOTARIAL SEAL I
Jerry A. Weigle, Notary Public [
Shippensburg. PA ~umberfand County [
[My Commission E[r, ir__.eS_0ctober 07. 2002[
MARK, WEIGLE AND PERKINS -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPP£NSBURG, PA 17257-1397
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 10/05/2004
WEIGLE JERRY A
126 E KING STREET
SHIPPENSBURG, PA 17257
RE: Estate of DYER VERNON E
File Number: 2004-00672
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 10/26/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
GLENDA FARNER ST~
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 10/05/2004
DYER JUDITH ANN
1931 JACKSON STREET
SAN FPgkNCISCO, CA 94109
RE: Estate of DYER VERNON E
File Number: 2004-00672
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 10/26/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
GLENDA FARNER ST~B~~U
Clerk of the Orphans' Court
WEIGLE & ASSOCIATES, P.C. * ATTORNEYS AT LAW
126 EAST KiNG STREET, SHiPPENSBURG, PA 17257-1397 * TELEPHONE: (717) 532-7388 FAX: (717) 532-5289
IN RE:
ESTATE OF VERNON E.
DYER, late of the Borough
of Shippensburg,
Cumberland County,
Pennsylvania, deceased
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY
: PENNSYLVANIA
: ORPHANS' COURT DIVISION
: ESTATE NUMBER 21-04-¢6q~
CERTIFICATION OF NOTICE UNDER RULE 5.6 {a}
Name of Decedent: Vernon E. Dyer
Date of Death: July 6, 2004
Will No. 21-04-0670
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was serE. ed on or mailed to the following beneficiaries of the above-
captioned estate on July 28, 2004:
Dorothy M. Dyer
302 East Orange Street
Shippensburg, PA 17257
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
NONE.
July ~, 2004 .
Signatur
Name: Jerry A. Weigle, Esquir
Address:
Weigle & Associates, P.C.
126 East King Street
Shippensburg, PA 17257
Telephone: (717) 532-7388
Capacity:
Personal Representative
X Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OfDl:lIIn\m1UALrH~ OF
INHEJUTAHCE1 TA)(l:l1VI$l.QN'" ,... ,
PO BOX Z8D60~~:.T:';"-' ':j":" I
HARRISBURG PA i1128-0601 .
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR OISALLOWANCE
OF OEDUCTIDNS AND ASSESSHENT OF TAX
zone J"'! I' pc' '), 15
'~J .t'~l,j I q. i1 0.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-17-2005
DYER
07-06-2004
21 04-0672
CUMBERLAND
101
CLERK OF
nRPllf\i'l''3 07 1m
~f~r~A~W~~;t2IATES PC
126 EKING ST
SHIPPENSBURG PA 17257
*'
REV-1547 EX iFP U2~G4l
VERNON
E
Amount Rellitted
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 ~
REv:r~1,"-EX"AFp"C~1":6!"-r'iiiT"fcE'oF'i:NHERYfAN'CE-i"AX'APIlRAfsEM'€NT~'-ALtOWANCE'OR""-"""--""
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DYER VERNON E FILE NO. 21 04-0672 ACN 101 DATE 01-17-2005
TAX RETURN WAS, I X I ACCEPTED AS fILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule AJ
2. Stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule C)
~. Hortgages/Notes Receivable (Schedule DJ
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. ~ointly Owned Property (Schedule fJ
7. Transfers (Schedule G)
8. Total Assets
(11
[21
131
Iql
[51
161
171
.00
167.965,78
.00
.00
29.357.30
,00
22,000.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mise. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charit.ble/Gov.~nnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
191
(101
14,214.87
26.548.00
1111
1121
[131
(1ql
NOTE: I~ an assessment was 1ssued prev1ously, 11nes
re~lect ~1gures that 1nclude the total o~ abh
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rat. (15)
16. Amount of Line 14 taxable at Lin.al/Class A rate (16)
17. Amount of Line 14 at Sibling rat. (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal rax Due
NOTE: To insure proper
credit to your account)
submit the upper portion
of this form with your
tax pay...nt.
219,323.08
40.76? 87
178,560.21
,00
178,560.21
14, IS and/or 16, 17, 18 and 19 w111
returns assessed to date.
178,560,21 X 00 =
.00 X 045 =
.00 X 12 =
.00x15=
1191=
,00
,00
.00
,00
,00
?AX CREDITS:
,., AItOUNT PAID
DATE NUHBER INTEREST/PEN PAID I-I
TOTAL TAX CREDIT ,00
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE ,00
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
I If TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REfUND, SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS, I .~
Q..":7
RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17G13
Receipt Date:
Receipt Time:
Receipt No.;
1/25/2005
09:37:24
1039250
DYER VERNON E
""<:.."""""'~~'s -,~"
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Estate File No. :
Paid By Remarks;
2004-00672
WEIGLE-REPLACES REC 1038506
RSK
________________________ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
INH TAX RETURN 15.00
----------------
Check# 4028 $15.00
Total Received.. ....... $15.00
CUMBERLAND COUNTY GENERAL FUN
~~
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REV_HiOO EX + (6-00)
*'
I OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
I REV-1500
II INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
II
10'\ ")....
~
i DECEDENT'S NAME (LAST, FIRST, AND MIDDL.E INITIAL.)
I Dyer, Vernon E.
I DATE OF DEATH (MM.OO.YEAR) I DATE OF BIRTH (MM-DD-YEARj
07 -06-2004 04-18-1915
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INiTIAl)
i Dyer, Dorothy M.
--I [!] 1. Original Return 0 2. Supplemental Return
I 0 4. Umlted Estate 0
I ~ 6. Decedent Died Testate (Attach D
copy of Will)
I 0 9 litigation Proceeds Received 0 10 Spousal Poverty Credit (date of death between 0 11. Ejection to tax under Sec. 9113(A) IAttach Sch 0)
. . 12-31-91 and1.':SS)
TIils/lIe 'IOfjir,\U . liiE..:of.l~~i;:jttllf"lll!/ '. !i~se9Ni5ENe'" 'QiI:QflJ;IPl!i!ii'tl\!li1f:UJ F:Oiii:l~'liQfj'SHQui.lQllediRE<;TEDTIr6,:"i" ,,;>1
AME COMPLETE MAILING ADDRESS
Jerry A. Weigle, Esquire
IRM NAME (If applicable)
Weigle & Associates, P.C.
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COUNTY CODe YEAR
SOC~SECURITYNUMBER
NUMBER
168-26-3699
THIS RETURN MUST BE FilED IN DUPL.ICATE wrrH THE
REGISTER OF WILLS
SOCiAl SECURITY NUMBER
192-32-7791
o 3. Remainder Retum (dale of death prior 1012.13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
43. Fulullil Interest Compromise (date of death after
12.12.82)
7. Decedent Maintained a Living Trust (Attach
copy of Truat)
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LEPHONE NUMBER
717-532-7388
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership Dr Sale-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or l) 0 Separate Billing Requested
6. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10.0ebts of Decedent, Mortgage Liabilities, & liens (Schedule I)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (line 8 minus Line 11)
126 East King Street
Shippensburg, PA 17257
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
.--;
None
OFFICIAL USE ONLY
167,965.78
None
None
29,357.30
None
~
'--""
:.
!:::-.
22,000.00
(8)
219,323.08
14,214.87
26,548.00
(11)
(12)
40,762.87
178,560.21
0.00
178,560.21
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subjectto Tax (line 12 minus Line 13)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
20.0
0.00
0.00
0.00
0.00
0.00
slll'tEiti:l
,,,,1
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
'Di:" C E'
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Copyright 2002 form software only The Lackner Group, Inc.
15. Amount of line 14 taxable at the spousal tax rate, 178,560.21 x .00 (15)
z or transfers under Sec. 9116(a)(1.2)
0 (16)
;:: 16.Amaunt of Une 14 taxable at lineal rate 0.00 x .045
<
...
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a. 17.Amaunt of Une 14 taxable at sibling rate 0.00 x .12 (17)
~
0
<..l 18. Amount of line 14 taxable at collateral rate 0.00 .15 (18)
>< x
~ 19. Tax Due
(19}
R
Form REV-1500 EX (Rev. 6.Q0:
Decedent's Complete Address:
STREET ADDRESS
302 East Orange Street
CITY Shippensburg
ISTATE PA
jZIP 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19}
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
0.00
Total Credits (A + B + C)
3. InteresUPenalty jf applicable
D. Interest
E. Penalty
TotallnterestlPenalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is thEOVERPAYMENT.
Check box on Page 1 line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE
A. Enter the interest on the tax due.
B. Enter the total of Une 5 + SA. This is theBALANCE DUE
Make Check Payable to: REGISTER OF WILLS, AGENT
(1)
0.00
(2)
0.00
(3)
(4)
(5) 0.00
(SA)
(5B) 0.00
ifiiII!
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 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?... ..... .......................... ............... ... ...... .... ............. .... ..... ..... ........ ........ ....... 0
3. Did decedent own an Min trust for" or payable upon death bank account or security at his or her death?........ D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?.......... ...,....... ..... ....... .... ...... ...................... ...... ..... ....... .... ........ ..... ..... ....... D ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART DF THE RETURN.
Under penalties of perjury, 1 declare that I have examined this relurn, inckJding accompanying schedules and statements. and 10 the best of my knowledge and belief, it is trull. correct
and
complete. Declllfiltion of prep... other than the personal r~sentative is based on all information of which preparer has any knowleclge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
,1udit Ann Dyer 1931 Jackson Street
~/ 4""-' San Francisco, CA 94109
S NA ADDReSS
ADDRESS
126 East King Street
Shlppensburg, PA 17257
Yes No
~ ~
o
o
1;/ Io~
DATE
/(-I(;-~LI
DATE ,
=.~' ,
~!, .1
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. ~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 0%
[72 P.S. ~9116 (a) (1.1) (ii)]. The statutedoes not exemota 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 Juty 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 .5. ~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 4.5%, except as noted in 72 P.S.
~9116 1.2) [72 P.S. ~9116 (a)(1}).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A slbling is
defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood Dr adoption.
lb,".
V-1500 EX + (6-00) REV.1500 OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA FILE NUMBER Io'\~
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN
DEPT. 280001 RESIDENT DECEDENT 21 04 ~
HARRISBURG, PA 17128-0601 COUNTY ("ODE YEAR NUMBER
( DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOC~SECURITYNUM8ER
I- Dyer, Vernon E. 168-26-3699
z
w DATE OF DEATH (MM-DO-YEAR) ! DATE OF BIRTH (MM.DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
Q I 04-18-1915
w 07-06-2004 REGISTER OF WILLS
u
w (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Q
i Dyer, Dorothy M. 192-32-7791
RE
*'
o 3. Remainder Return (dale of death prior 1012-13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o
2. Supplemental Return
~ 1. Original Return
o 4. Limited Estate
[!J 6 Decedent Died Testate (Attach
copy of Will)
09 Litigation Proceeds Received 0 10 Soousal PovertvCredit (date ofdeBth betwa8r'l 0 11. Election to tax under See. 9113(A) {Attach SthO)
. . 12:-31-91 and1.1:s5)
THI$;SEOTiON:'.\i:Jl!'!ilj!;'I:Q!i~"~ ;~ilI!!i,'a8' SijQtlpil!oiol"IPEN", '( "'!!IA~T!,"':$HoI.iEtiilEtili\Emi:liil':o,:;""'" """".,
COMPLETE MA.IUNG ADDRESS
I!!
:.:;:!!;rn
u~~
W~U
~oo
u~"
~m
~
<(
4a. Future Inte(8st COI11promise (date of aeatl'! after
12_12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trual)
o
o
~
%
W
C
%
o
~
~
w
~
~
8 ElEPHOHE NUMBER
~7-532-7388
- I 1. Real Estate (Schedule A)
) 2. Stocks and Bonds (Schedule B)
I
I 4. Mortgages & Notes Receivable (Schedule D)
I
I
I
Jerry A. Weigle, Esquire
IRM NAME (If applicable)
Weigle & Associates, P.C.
126 East King Street
Shippensburg, PA 17257
~. .--j
(1) None OFFICIAL USE ONLY
~-
(2) 167,965.78
(3) None -~
;.......,
(4) None
(5) 29,357.30 -
t":;:-.
(6) None
(7) 22,000.00
(8) 219,323.08
(S) 14,214.87
(10) 26,548.00
3. Closely Held CQrporation, Partnership or SOle-Proprietorship
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6, Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter.Vivos Transfers & Miscellaneous Non.Probate Property
(Schedule G or L) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
z
o
;::
..
-'
::>
l-
ii:
..
u
w
a:
10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
(11)
40,762.87
178,560.21
0.00
178,560.21
11. Total Deductions (total lines 9 & 10)
(12)
(13)
(14)
12. Net Value of Estate (line 8 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 APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, 178,560.21 x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z
0 (16)
;:: 16.Amount of Line 14 taxable at lineal rate 0.00 x .045
~
::>
"- 17.Amount of Line 14 ta)(able at sibling rate 0.00 x .12 (17)
==
0
u 18. Amount of Line 14 taxable at collateral rate 0.00 x .15 (18)
><
~ 1 S, Tax Due
(19}
0.00
0.00
0.00
0.00
0.00
CHECK HERE IF yOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
200
, .'.' ,V,. ,,'.,",' >"'Bl!!$a~1iIjffiA~Ii'~ltjl~litlpif~!'ll!:t~~~I/!11ll:Slb"lil\llb:~ecj:j!ic~MATH <<" :'f., .' \ '
Form REV-1500 EX (Rev. 6-00:
Copyright 2002 fann software only The Lackner Group, Inc.
Decedent's Complete Address:
STREET ADDRESS
302 East Orange Street
CITY Shippensburg
ISTATE PA
iZIP 17257
Tax Payments and Credits:
1. Tax Due (Page 1 line 19}
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
0.00
Total Credits (A + 8 + C)
(2)
0.00
3. InteresUPenalty if applicable
O. Interest
E, Penally
TolellnlerestJPenelly (0 + E)
4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + line 3 is greater than Une 2, enter the difference. This is theTAX DUE
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is theBALANCE DUE
(3)
(4)
(5) 0.00
(SA)
(58) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
___mn.-"" __ IIII....,~ + _ ,.1._ .- -ll);...
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;............................_...
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?.. ................. .....................................n................................. .................. 0
3. Did decedent own an ~in trust for" or payable upon death bank account or security at his or her death?........ 0
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.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and llalements, and 10 the best of my knowledge and belief it it true correct
and
complete. Declaralion of preparer other than the penonal representative is basad on all information 01 which preparer has any knOWledge. "
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS DATE
Judi Ann Dyer 1931 Jackson Street
~/ 4"-' San Francisco, CA 94109
S NAT ADDRESS
o
o
III k~
DATE
ADDRESS
I(-/(j-CJL
DATE
126 East King Street
Shlppensburg, PA 17257
L~~;t. ~ll!'ffi",
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. ~9116 (e) (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) (ji)). The statutedoes not exemota 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, 20DO:
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)].
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)(l)),
The tax rate imposed on the net value of transfers to or for the use of the decedent's 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.
Rev.1503 EX+ 16-98)
*'
SCHEDULE B
STOCKS & BONDS
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Dyer, Vernon E.
FILE NUMBER
21-04-0670
All property JoInUy-owned with right of sUlVlvorahlp must be ell.e1ond on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 1,928 shares of IBM Stock 85.93 165,673.04
2 U. S. Savings Bonds - 9 $50 bonds, proceeds of 2,292.74
liquidation
TOTAL (Also enter on Line 2, Recapitulation) 167,965.78
(If more space Is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
Rev.1508 EX+ (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONINEALTH Of' PENNSYlVANIA
INHERITANC.E TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Dyer, Vernon E.
FILE NUMBER
21-04-0670
Include the proceeds of Ill:igation and the dale the proceeds were received by the estate.
All property jolntly-owned with ths right of survfvorahlp must be dlscloMd on schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
M & T Bank Checking Account #9836374679 - non-interest bearing
28,835.59
2
Menna Haven Penn Hall, Inc. - refund
256.00
. ,
3
Penn Treaty Network American Insurance Company - refund of premium
265.71
"
TOTAL (Also enter on Line 5, Recapitulation)
29,357.30
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
Rev-1510 EX+ (6.9B)
*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH Of' PENNSYlVANIA.
INHERlTA.NCe TAX ReTURN
RESIDENT DECEDENT
Dyer, Vernon E.
FILE NUMBER
21-04-0670
ESTATE OF
This sche.udule must be com?leted arid fOOd iftt\e ar\SWel" \0 arYf of ques.~\or1$' lhTough 4 on \he reverse side of the REV.l500 COVER SHEET IS yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S TAXABLE
EXCLUSION
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF A.PPLlCA.BLE) VALUE
THE DATE Of TRANSfER. ATTACH A. COP'f OF THE OEEO FOR REAl ESTATE.
1 Dorothy M. Dyer - transfer days prior to 25,000.00 100.000 3,000.00 22,000.00
07/06/2004
TOTAL (Also enter on Line 7, Recapitulation) 22,000.00
(If more space is needed, additional pages of the same size)
COPYfight (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleG (Rev. 6-98)
REV.1151 EX.. (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONINEAl TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Dyer, Vernon E.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-04-0670
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 7,606.40
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s} I EIN Number of Personal Representative(s):
Street Address
Cijy State Zip
-
Year(s) Commission paid
2. Attorney's Fees 2,537.50
See continuation schedule(s) attached
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
See continuation schedule(s) attached
4. Probate Fees 271.00
See continuation schedule(s) attached
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 299.97
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 14,214.87
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleH (Rev. 6-98)
Rev-1502 EX+ (6-98)
COMUONII\EAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H-A
FUNERAL EXPENSES
continued
ESTATE OF
o er, Vernon E.
FILE NUMBER
21-04-0670
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
Fogelsanger-Bricker Funeral Home
7,006.40
2
Spring Hill Cemetery - grave opening
600.00
Subtotal
7,606.40
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleH-A (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H-B2
ATTORNEY'S FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETUFlp.j"
RESIOENT DECEDENT
Dyer, Vernon E.
FILE NUMBER
21-04-0670
ESTATE OF
ITEM
NUMBER
1 Weigle & Associates, P.C.
DESCRIPTION
AMOUNT
2,537.50
Subtotal
2,537.50
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H-B2 (Rev. 6-98)
Rev-1502 EX+ (6-981
SCHEDULE H-B3
FAMILY EXEMPTION
continued
CQMMOKWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT OECEOENT
Dyer, Vernon E.
FILE NUMBER
21-04-0670
ESTATE OF
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
Dorothy M. Dyer, spouse. 302 East Orange Street, Shippensburg, PA 17257
3,500.00
Subtotal
3,500.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleH-B3 (Rev. 6-98)
Rey.1502 EX+ (6.98)
SCHEDULE H-B4
PROBATE FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOEI\IT DECEDENT
Dyer, Vernon E.
FILE NUMBER
21-04-0670
ESTATE OF
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
Register of Wills, Cumberland County - Letters Testamentary and Short Certificates
271.00
Subtotal
271.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H.B4 (Rev. 6-9B)
Rev-1502 EX+ (6-9S)
COMMONVwEAL TH OF pENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H.87
OTHER
ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Dyer, Vernon E. 21-04-0610
ITEM
NUMBER DESCRIPTION AMOUNT
1 Cumberland Law Journal. advertising Letters Testamentary 75.00
2 News Chronicle - advertising Letters Testamentary 101.00
3 Postmaster. certified mailing of IBM stock 15.22
4 Register of Wills, Cumberland County. filing PA Inheritance Tax Return 15.00
5
Register of Wills, Cumberland County. filing Family Settlement Agreement
75.00
6
Weigle & Associates, P.C.. reimbursement for postage, xerox copies, and long
distance telephone calls
18.75
Subtotal
299.97
Cop'jright (c) 2002 form software only The L.ackner Group, Inc.
Form PA-1500 ScheduleH-B7 (Rev. 6-98)
Rev-1512 E.lC+ (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMOMo'trEAl TH OF peNNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECeDENT
Dyer, Vernon E.
FILE NUMBER
21-04-0670
ESTATE OF
1m:II.ld6U'1'1"'\~ medlcalllllpense..
ITEM
NUMBER
1
DESCRIPTION
M & T Bank Checking Account #9836374679 . checks clearing after date of death
VALUE AT DATE
OF DEATH
26,548.00
TOTAL (Also enter on Line 10. Recapitulation)
26,548.00
(If more space is needed, additional pages of the same size)
COP'ifight (c) 2002 form software only The L.ackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
EV 51 X (i-GO)
R .1 3E + *'
SCHEDULE .J
COMMONWEALTH OF PENNSYlVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Dyer, Vernon E. 21-04-0670
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
DECEDENT
NUMBER PERSON(S) RECEIVING PROPERTY Do Not Ust Trust..C.' (Words) ($$$)
I. TAXABLE DISTRIBUTIONS [include outri9htscouSOI
aistributions, and ransfers
under Sec. 9116(0)(1.2)]
1 Dorothy D. Dyer Spouse 100% 178,560.21
302 East Orange Street
Shippensburg, PA 17257
Total 178,560.21
Enter dollar amounts for distributions shown above on lines 15 through 18, as aporopriate, 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
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleJ (Rev. 6-98)
-
- Jul-15-Z004 12:05pm From-lEGG MASON CARLISLE
~
. AECIPIENT: Pl.EASe WRITE REPLY AT BOTTOM. DETAOt $TUB" flETAIN WHITE copy. RETURN '~~J(_~O_'Y.!Q.!(N.PJ8 ______ ________
----------~-----------~---------------~------------------------~------
From
+717 251 4492
T-264
P002/002
F-445
WEIGLE & ASSOCIATES, P.C.
Attorneys at Law
126 EAST KING STREET
Legg Mason SHIPPENSeUAG, P5NNSYLVANIA 17257-1397
- SUBJECT IBM Stock DATE 7-14-04
To
t:!,.Py M,..M'n11 Fon
Greg:
We have an estate owning IBM stock. Plea~e provide us with a datp. of death value
for the stock. The individual passed away on July 6. 2004. Thanks.
,
SIGNED
Linde. Klein
SIGNED
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. THE ESTATE OF :vERNON E DYER
MEMO:
::"'Drawer:,CiliUn.'~~'nk':'~f ~1.~~rUa
~:;;;:,:i:;~;@(i'lti~~~
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.:la.,.'m.1:t.,......,.;r".;'n:III.I.I...'.I.....',..:I_.'.'...,..,......."..".............".........11......."...........,'...:...::0:.."'..,..:t;.::Ol.I.IIIa.......:III1:..t1~",..."...I"f1.I....',.
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0402:19p
rl:1 M&fBank
499 Mir.chell Road, Millsbom, DE 19966 Mail Code OE-MB.12
Fax: 717-532-5289
Weigle & Associates, P.c.
Attorneys At Law
126 East King Street
Shipp ens burg, Pennsylvania 17257-1397
p.l
Phone (888) 502-4349
fax (302) 934.2955
August 3. 2004
Re: Estate of Vernon E. Dver
Social Security: 168-26-3699
Date of Death: Julv 06. 2004
,
Dear Sir or Madam:
Per your inquiry dated July 28, 2004, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
L
Type of Account
Account Number
Ownership (Names of)
Opening Dale
Balonce on Date of Death
Accrued Interest
Total
2.
Type of Account
Account Number
Ownership (Names oj)
Opening Date
Balance on Date of Death
AccruedJnterest
Total
Checking Account
9836374679
Vernon E Dyer
Judith Ann Dyer. POA
02127/04
528,835.59
5
0,00
528,835.59
'.
Savings Account
0/5004205987033
Dorothy M Dyer, Joint Owner
Vernon E Dyer, Joint Owner
Judith Ann Dyer, POA
Marilynn Sue Klopp, POA
07//8195
$2/,104,63
$
2.60
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Please be advised, there was no safe deposit box found for the above decedent For further accOWlt information, regarding
ownership, closures and/or reimbursement offimds, please call the King Street Office # 717-5324132.
Sincerely,
Nancy Clagen
Records Management
I:
LAST WILL AND TESTAMENT
I, VERNON E. DYER, of 302 East Orange Street, Borough of Shippensburg,
Shippensburg, Cumberland County, Pennsylvania, being of sound mind, memory and
disposition, do hereby make, publish and declare this my Last Will and Testament, hereby
revoking and making void all wills by me at any time heretofore made.
FIRST. I order and direct the payment of all my legally enforceable debts and
funeral expenses as soon as may be convenient after my decease.
SECOND. I give, devise and bequeath all my estate, real, personal and mixed,
whatsoever and wheresoever situate, to my beloved wife, DOROTHY M. DYER, absolutely.
THIRD. In the event my said wife predeceases me or is not living on the sixtieth
(60'h)day following my death, I then give, devise and bequeath my said estate as follows:
A. ONE SHARE to my daughter, JUDITH ANN DYER.
B. ONE SHARE to ALLFIRST BANK, IN TRUST, for the following uses and
purposes:
I. To pay on behalf of or for the benefit of my daughter, MARILYNN
SUE KLOPP the sum of EIGHT HUNDRED DOLLARS ($800.00)
per month to be used as the said MARILYNN SUE KLOPP sees fit.
2. To pay on behalf of or for the benefit of my daughter, MARILYNN
SUE KLOPP an amount not in excess of SIX THOUSAND
DOLLARS ($6,000.00) per year for real estate taxes. Any portion of
the Six Thousand Dollars ($6,000.00) which is not expended for real
estate taxes may be applied toward oil, gas, electric, sewer and water
expenses.
3. Upon the death of my daughter. MARILYNN SUE KLOPP, or upon
my death if she predeceases me, this Trust shall terminate and the then
remaining principal and accumulated or undistributed income shall be
distributed in equal shares to my grandchildren, CHRISTOPHER A.
KLOPP, DAVID E. KLOPP, JENNIFERL. KLOPP, and
MATTHEW V. KLOPP, on a per stirpes distribution basis.
C. ONE SHARE to be divided equally among my grandchildren,
CHRISTOPHER A. KLOPP, DAVID E. KLOPP, JENNIFER 1. KLOPP, and
MATTHEW V. KLOPP, on a per stirpes distribution basis.
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MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW _ 126 EAST KING STREET _ SHIPPENSBURG, PA 17257-1397
I.
,
FOURTH. In the event that any beneficiary of this my Last Will and Testament is
under the age of twenty-three (23) years, I then give and bequeath said beneficiary's share to
and appoint as Trustee of any property which passes under this Will or otherwise, ALLFIRST
BANK, of Shipp ens burg, Pennsylvania, AS TRUSTEE, NEVERTHELESS, to invest and re-
invest the same until the said beneficiary reaches the age oftwenty-three (23) years, with the
following powers in addition to those presently given by law:
A. The power to expend the income towards the health, support and
maintenance, and education, including a college (both undergraduate
and graduate), trade, business or technical school education, of the said
beneficiary;
B, The power to expend the principal, within the discretion of the said
Trustee, if the income is insufficient, towards the health, support and
maintenance, and education, including a college (both undergraduate
and graduate), trade, business or technical school education, of the said
beneficiary;
C. The power to sell any and all real estate, within the discretion of the
said Trustee;
D, The power and obligation to distribute the balance of principal and
interest, if any remaining, when the said beneficiary reaches the age of
twenty-three (23) years, without the necessity of a formal adjudication
of the Trustee's Account in the Court of Common Pleas of Cumberland
County, upon the receipt of a good and valid release;
E. The principal of the Trust and the income therefrom shall be free from
the debts, liabilities, and engagements of those beneficially interested
therein, and shall not be subject to assignment by him or her, nor to
attachment or execution under any legal, equitable or other process for
the enforcement of judgments or claims of any sort against them, either
individually or collectively; and
FIFTH. I nominate, constitute and appoint my wife, DOROTHY M. DYER,
to be the Executrix of this my Last Will and Testament; if she be unable to fulfill the duties
of Executrix, I then nominate, constitute and appoint my daughter, JUDITH ANN DYER, to
be the Executrix of this my Last Will and Testament.
SIXTH. I direct that my personal representatives shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
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MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW _ 126 EAST KING STREET - 5HIPPENSBURG, PA 17257-1397
SEVENTH. I hereby direct that all federal, state and other death taxes payable
because of my death, with respect to the property forming my gross estate for tax purposes,
whether or not passing under this Will, including any interest or penalty imposed in
connection with such taxes, shall be considered a part of the expense of administration of my
estate and that such be paid out of the rest and re sidue of my estate.
IN WITNESS WHEREOF, I, VERNON E. DYER, have hereunto set my hand and
~eal t~ this. my Last W,ill and Testament, wri~.of.1 three pages, the first two pages signed for
IdentificatIOn only, thIS ;}- tl$ day of tt..(;:,r(,10Z , 1999.
'1) i ,......,..-/-..-, ~~.. L~J t' ,(SEAL)
This instrument was by the Testator, on the date hereof, signed, published and declared
by him to be his Last Will and Testament, in our presence, who at his request and in the
presence of each other, we believing him to be of sound and disposing mind and memory,
have hereunto subscribed our names as witnesses.
C;~~.~"d ~.'-'
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MARK, WEIGLE AND ?ERK1NS _ ATTORNEYS AT LAW _ 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, VERNON E. DYER, the person whose name is signed to the foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
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Sworn or affirmed to and acknowledged
before ~bY VERNC?N~YER, the Testator,
this?? dayof /~) " ,1999.
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NOTARIAL SEAL
Jerry A. Weigle. Notary Public
Shlppensburg, PA CUlTlbell"nd County
mission Ex ires October 07 2
MARK, WEIGLE AND P'ERKINS - ATTORNEYS AT LAW _ 126 EAST KING STREET _ SHIPPENSBURG. PA 17257_1397
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
We,G__~~ L"'7: ~,;.....-and :i<j, I! [(\"<~, ,
the witnesses whose names are signed to the foregOing instrument, being duly qualified
according to law, do depose and say that we were present and saw VERNON E. DYER, the
Testator, sign and execute the instrument as his Last Will; that he signed willingly and that
he executed it as his free and voluntary act for the purposes therein expressed; that each of us
in the hearing and sight of the Testator, signed the will as witnesses; and that to the best of
our knowledge the Testator was at the time eighteen (18) or more years of age and of sound
mind and under no constraint or undue influence.
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Sworn or affirmed to and subscribed
before me by G~~ .?Y.. r7;;~
andc-'",,,J,., <:, ,.i;:,ru."
(jesses, this lU dac;fl~~'
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,1999.
NOTARIAL SEAL
Jerry A, Weigle, Notary Public
Shippensburg, PA CUlTlberland County
Mv Commission j;)nirftS October 07 2002
MARK. WEIGLE AND PERKINS _ ATTORNEYS AT LAW _ 126 EAST KING STREET _ SHIPPENSBURG, PA 17257-1397
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Vernon E. Dyer
Name of Decedent:
Date of Death:
Estate No.:
7-6-04
21-04-0670
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:
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/Date::' _ ~~6-06
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1. State whether administration of the estate is complete:
Yes IXl No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the follo'W'ing:
a. Did the personal representative file a final account with the Court?
Yes 0 No ill
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes JX] No 0
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c. Copies of receipts, releases, joinders and approval of fonnal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report r; I
Si
Jerry A.
Name
WEIGLE & ASSOCIATES, P.C.
126 East King Street
Address
Shippensburg, PA
717-532-7388
Telephone No_
17257
Capacity: 0 Personal Representative
~ Counsel for personal representative
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Cumber.Lana \....UUl.lL.2' ..~=cJ---
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240 - 6345
Date: 5/31/2006
WEIGLE JERRY A
WEIGLE & ASSOCIATES PC
126 E KING STREET
SHIPPENSBURG, FA 17257
RE: Estate of DYER VERNON E
File Number: 2004-00672
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 decedentrs death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
7/06/2006
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,
~.k~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - ~egloL~~ v~
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240 - 6345
Date: 5/31/2006
DYER JUDITH ANN
1931 JACKSON STREET
SAN FRANCISCO, CA 94109
RE: Estate of DYER VERNON E
File Number: 2004-00672
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:
7/06/2006
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,
#k/L~auJ~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel