HomeMy WebLinkAbout02-0888
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of
also known as
Evelyn
K.
Wert
No. 21-02 - 8SB
To
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
Social Security No.
209-12-8540
The petition of the undersigned respectfully represents that
Your petitioner(s), who is/are 18 years of age or older and the executor
in the last will of the above decedent, dated June 5, 2001
and codicil(s) dated N/A
named
(state relevenat circumstances, e.g. renUnCIatIOn, death of executor, etc.)
Decedent was domiciled at death in Cumberland
her last family or principal resIdence at
Carlisle, Pennsylvania
County, Pennsy1'lania, with
1903 Douglas Drive, N,,?1 r'rlr/lduJ
,
(list street, number and municipality)
Decedent, then 80 years of age, died September 22, 2002
at Cumberland Crossings, S, Middleton Twp, Cumberland County
Except as follows, decedent did nut 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 No Exceptions
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ unestimated
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; admmlstratIOn c.I.a.; admmistration d.b.n.c.l.a.)
thereon.
of~
2-
~~
Larry Eo Wert
41 Lebo Road
Carlisle PA 17013
OATH 01<' PERSONAL REPRSENTATlVE
COMMONWEA TLH OF PENNSYL VANIA
COUNTY OF CUMBERLAND
N 21-02-888
o.
Estate of Evelyn
K.
Wert
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW 6B'!'OBER 1, 2002 in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated_ June 5, 2001
described therein be admitted to probate and filed of record as the last will of
Evelyn K. Wert
and Letters Testamentary
are hereby granted to Larry E. Wert
~"",-...,,':--'N\
R~gister of Wills
FEES
Probate, Letters, Etc. $ 270 . 00
Short Certificates(1) $ 1 8 . 00
xR~~~~x ext~$ pages 3.00
jcp $ 5.00
Total $ 296.00
Fi led.....!. Q :~. .1.::?. ~ .9.?............
called atty 10-2-2002
Robert M. Frey
ATTORNEY (Sup. Ct. I.D. No.)
5 South Hanover Street
Carlisle, Pennsylvania 17013
ADDRESS
(717) 243-5838
PHONE
06274
REGISTER OF WILLS OF t:IlMRRRT.ANn COUNTY
OATH OF SUBSCRIBING WITNESS
21-02-888
MARY C. WERT AND SHARON J. DEVOS
<Xllllrcll:
(each) a sUbscribing witness to the wiIl presented herewith,.. (each) being duly qualified according to
law, depose(s) and say(s) that they were present and saw
EVELYN K.' WERT
the testat rix ,sign the same and that we signed as a witness at the
reqUest of testat r i X in h er presence and (in the presence of each oth,.er) (in the presence of the
other sUbscribing witness(es)),
Sworn to or affirmed and subscribed before
me this 1 st day of
OCTOBER ~XXX
Jil ~h 0-. W~
ary 'C... Wert
(Name)
5 South Hanover Street,
Carlisle PA 17013
,..... (Address)
'- ~~~h9.~i11:)
5 South Hanover Street, Carlisle PA 170~3
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
. ~
(each) a subscriber hereto, (each) being duly qualified accordin~ 1a'depose(s) and say(s) that
"., '.....
famili the signature of ,
codicil
testat_ of (one of the wiIlherewith and
that
to the best of
know
Sworn to or affirmed and subscr'
me this
Register
'-
,
(Ad ress)
(Name)
(Address)
#
21-02-888
LAST WILL AND TESTAMENT
OF
EVELYN K. WERT
I, EVELYN K. WERT, unmarried woman of North Middleton Township,
Cumberland County, Pennsylvania, (mailing address: 1903 Douglas Drive, Carlisle,
Pennsylvania 17013) being of sound and disposing mind, memory and understanding, do
hereby make, publish and declare this as and for my Last Will and Testament, hereby
revoking and making void any and all Wills by me at any time heretofore made.
I. I declare that I am unmarried and that I have no children.
2. I Give and bequeath 10% of the residue of my estate to the Cavalry Road
Church of God, currently located at 910 Cavalry Road, Carlisle, Pennsylvania, 17013.
3. All the rest residue and remainder of my estate real personal and mixed and
wheresoever the same may be situate I give devise and bequeath in equal shares to the below
named individuals:
(a) My nephew, Lester F. Wert, Jr.
(b) My niece, Anna Mary Smith
(c) My nephew, Craig A. Wert
(d) My niece, Joan E. Wert
(e) My. brother, Richard L. Wert
(f) My nephew, Larry E. Wert
(g) My niece, Joann Elaine Nailor
(h) My niece, Faye Marlene Garman
(i) My niece, Brenda Jane Hartman
Should any of the aU0ve named individuuls predecease me or fail to s!Jn:ive me by a
period of ninety (90) days, the share that person would otherwise have received shall pass to
his or her issue per stirpes, and if there be no issue, such shares shall lapse and be added to
the remaining share or shares.
4. Should any person less than 21 years of age be entitled to distribution from my
estate, in such event the share that person would otherwise have received shall be paid to my
hereinafter named Executor in Trust. I authorize the herein named Trustee to receive and
invest the same and to pay the income arising therefrom together with so much of the
principal thereof as in the Trustee's opinion is necessary or desirable to be expended for the
proper maintenance, support, and education of such person, to or for the benefit of such
person, and upon such person attaining 21 years of age to pay to him or her the then
remaining principal together with any undistributed income.
5. I Hereby constitute and appoint my nephew, Larry E. Wert, as Executor of this
my Last Will and Testament, but should he predecease me or fail to qualify or cease serving
as such, then in such event I nominate constitute and appoint my neice, Anna Mary Smith
Executor, and I further direct that neither of them shall be required to post any bond to
secure the faithful performance of his or her duties in the Conunonwealth of Pennsylvania or
in any other jurisdiction.
6. In addition to the powers conferred by law, my herein beforenamed Executors
and Guardians of the E""te of a Person less thail 21 years of age, and their ,uccessors are
authorized and empowered to:
a. To invest any part of the trust corpus in such securities, investments, or other
property as may be deemed advisable and proper, irrespective of whether the same are
authorized for the investment of trust funds under the laws of any governing jurisdiction.
b. With respect to any corporation, the stocks, bonds, or other securities of which
may be held, to vote in person or by proxy on any shares of stock; to consent to the merger,
consolidation or reorganization of such corporations; to consent to the leasing, mortgaging, or
sale of the property of any such corporations; to make any surrender, exchange or substitution
of such stocks, bonds, or other securities as an incident to the merger, consolidation or
Page 1 of2
l ;3;.)f,;
reorganization of such corporations; to pay all assessments, subscriptions and other sums of
money which may be deemed wise and expedient for the protection and maintenance of the
proportionate interest of the investment in such corporations; to exercise any option or privilege
which may be conferred upon the holders of such stocks, bonds, or other securities of such
corporations either for the conversion of the same into other securities or for the purchase of
additional securities, and to make any and all necessary payments which may be required in
connection therewith; and generally to have and exercise as to all such stocks, bonds, and other
securities, the powers of an individual owner who is not under trust obligation.
c. To hold the trust corpus in one or more consolidated funds in which separate
shares shall have undivided interests.
d. To sell at public or private sale for cash or upon credit, or partly for cash and
partly on credit, and upon such terms and conditions as shall be deemed proper, any part or
parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the
expediency or propriety of any such sale or to see to the application of the purchase money
arising therefrom.
e. To keep on hand and uninvested such moneys as may be deemed proper and for
such period as may be found expedient.
f. To compromise, settle, or arbitrate any claim or demand in favor of or against the
trust estate.
g. And authorized in the discharge of fiduciary duties, to employ counsel and to
determine and to pay such counsel reasonable compensation which shall be charged against the
principal or income of the trust fund, and shall further be entitled to charge against the principal
or income such other reasonable expenses and charges as may be necessary and proper to incur
for the proper discharge of fiduciary duties and for the proper management and administration
of the trust estate.
h. In making any division of property into shares for the purpose of any distribution
thereof directed by the provisions of the trust, to make such division or distribution, either in
cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in
making any division or distribution in kind may allot any specific security or property or any
undi vided interest therein to anyone or more of such shares, and to that end may appraise any
or all of the property so to be allotted and the judgment as to the propriety of such allotment
and as to the relati ve value for puqos<o, of distribution of the securities or property so a!lotted
shall be final and conclusive upon all persons interested in the trust or in the division or
distribution thereof.
i. Authorized to register any shares of stock or other assets of any trust in their own
names or in the name of a nominee.
j. To retain and invest in shares of stock of my Trustee.
k. To retain any investments including mutual funds which I may own at the time of
my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual
funds as may be deemed advisable or proper, irrespective of whether the same are authorized
for the investment of trust funds under the laws of any governing jurisdiction.
I. To determine from time to time whether all or some portion of realized capital
gains shall be treated as ordinary income for distribution to a beneficiary or treated as principal
to be retained as part of the corpus, and such designation need not be consistent from one year
to another.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and
Testament, written on one (2) pages, this 5th day of June, 2001.
E~e.t; f.;w~;t :;.1 ;It ,.,,1: (SEAL)
Signed, sealed, published and declared by Evelyn K. Wert, the Testatrix above-named, as and
for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the
presence of each other, have hereunto subscribed our names as attesting witnesses.
StL,Vt'Vl 9 ,0.f!. i19-~)
71 LU'",i Q{di,-r
" f
Page 2 of2
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1 162 EX{1 1-96}
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FREY ROBERT E ESQUIRE
5 S HANOVER STREET
CARLISLE, PA 17013
--- fold
ESTATE INFORMATION: SSN: 209-12-8540
FILE NUMBER: 2102-0888
DECEDENT NAME: WERT EVELYN K
DATE OF PAYMENT: 06/05/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/22/2002
NO. CD 002649
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,778.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: lARRY EWERT
C/O REOBERT M FREY ESQUIRE
CHECK#154
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$3,778.00
DONNA M. OTTO
DEPUTY REGISTER OF WillS
217 ,/
REV-1500 8$:(G-OO} COMMONWEALTH OF REV -1500 OFFICIAL USE ONLY
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN
DEPT. 280601 FILE NUMBER 21-02-0888
HARRISBURG, PA 17128-0001 RESIDENT DECEDENT -
COI.lNTY CODE YEAR NUMBER
DECEDENrS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
... Evelvn K, Wert . 209-12-8540
ffi DATE OF DEATH (MM-DD-YEAR) IDA TE OF BIRTH (MM-DD- YEAR) THIS RETURN MUST BE FILED IN OUPLlCATE WITH THE
Q
W 9/22/2002 8/13/1922 REGISTER OF WILLS
&l (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Q
w [:8:h Original Return 02. SupplemenlalRetum o 3. Ramlindar Retum (dale of death prior 10 12-t3-82)
....
","'" 04 04a D 5. Federal Estale Tax Return Required
og:G Limited Estate Future Interest Compromise (date of death after 12-12-82\
wOO [8]6 07
""~ _ 8. Total Number of Safe Deposit Boxes
"a:m Decedent Died Testate (AttaCh copy of Wiff) Decedent Maintained a Living Trust (Attach copy of Trust)
" 09 010 011. Election to tax under Sec. 9113(A) (Attach 5ch 0)
Litigation Proceeds Received spousajPovertyCrad~(d8leofdealhbelwflen 12-31_91 and 1-1-95)
... THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCEANI}CONFIDENTIAlTAXINFORM/lTIONSHOUI.J)BE DIRECT!'DTOi
z NAME COMPLETE MAILING ADDRESS
w
Q Robert M. Frev 5 South Hanover Street
z
~ FIRM NAME (If Applicable) Carlisle, Pennsylvania 17013
'"
w Frev and Tilev
a:
a: TELEPHONE NUMBER
0 717\243-5838
U
OFFICIAL USE ONLY
,. Real Estate (Schedule A) (1) 105,000
2. Slacks and Bonds (Schedule B) (2) NONE 9r d ::u
~~ '--' ::u ~"
NONE c.':- r:: '..
3. Crosely Held Corporation, Partnership or Sole-Proprietorship (3) r" ['."\
C- ,
4. Mortgages & Notes Receivable (Schedule D) (4) NONE '. 2
5. Cash, Bank Deposits & Miscellaneous Personal Property I
(Schedule E) (5) 156,609 Ul
6. Jointly OWned Property (Schedule F) (6) NONE :::=>
z o Separate Billing Requested 'D
0 .. W
>= 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property 0\
..;
--' (Schedule G or L) (7) NONE
=>
...
a: 8. TOTAL GROSS ASSETS (total lines 1-7) (8) 261,609
..;
&l 22,515
a: 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) 10) 12,964
11. TOTAL DEDUCTIONS (total lines 9 & 10) (11) 35,479
12. NET VALUE OF ESTATE (line 8 minus line 11) (12) 226,130
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not
been made (Schedule J) (13) 20,233
14. Net Value Subject to Tax (line 12 minus line 13) (14) 205,897
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate ,or transfers under Sec.9116 (aX1.2) X ,0 - (15)
Z
Q
... 16. Amount of Line 14 taxable at lineal rate X ,0 (16)
..; -
...
=>
Q. 17. Amount of Line 14 taxable at siblin9 rate 20,233 ,12 (17) 2,428
:; x
0
U
>< 18. Amount of Une 14 taxable at collateral rale 185,664 x .15 (16) 27,850
..;
...
I 19. Tax Due (19) 30,278
200 1__~lit.I_itTtIm_JiiI[_~m~
t r' C," ,--.
11-,-1-')
o
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH .;.;
217
Evelyn K. Wert
209-12-8540
Decedent's ComDlete Address:
STREET ADDRESS
1903 Douolas Drive
CITY I:TATE IZIP
Carlisle PA 17013
Tax Payments and Credits:
,.
2.
Tax Due (Page 1 Line 19)
Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C, Discount
(1)
25,175
1,325
Total Credits (A 'i' B + C) (2)
3. Interest/Penalty jf applicable
D. Interest
E. Penalty
4.
TotallnterestlPenalty ( D + E )
If Une 2 is greater than Line 1 + Line 3. enlerthe difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to r'equast a refund
(3)
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 + SA This is the BALANCE DUE.
Make Check
(4)
(5)
(SA)
(58)
AGENT
30,278
26,500
5.
3,778
3,778
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
,.
Did decedent make a transfer and:
a. relain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income;
Yes
o
o
o
o
o
o
c. retain a reversionary interest; or
2.
d. receive the promise for life of either payments, benefits or care?
If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration?
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
3.
4.
Did decedent own an Individual Retirement Account, annuity or other non.probate property which
contains a beneficiary designation?
o
[8]
IF THE ANSWER TO ANY OF THE A80VE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
No
[8]
[8]
[8]
[8]
[8]
[8]
Under penalties af perjury. I declare that \ ha~e examinee this return. including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
and complete, Decl,uation of DreDarer other than the Personal representative is based on all information of which preparer has anY knowledae.
SIGNATURE F PERSON RESPONSIBLE FOR FILING RETURN
t. L
ADDRE
DATE
b- s.--<l,$
41 lebo Road, Carlisle, Penns lvania 17013
SIGNATURE OF PREPARER OTHER THAN REPRE~!AT1VE
~~-#?'- ~,-.~
OATE
(,- 1./. 0"':>
ADDRESS
5 South Hanover Street, Carlisle, Pennsylvania 171113
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. Section 9116 (a)(1.1)(i)).
For dales of death on or after January 1, 1995. the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. Section 9116 (a)(1.1)(ii)J.
The statute does not exempt a transfer to a surviving spouse from lax. aM \t'ie stat1J\ory requirements lor 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 lhe 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 adOptlve wern,
or a stepparent of the child is 0%[72 P,S. Section 9116(a)(1.2)].
The tax rate imposed on the net vaiue of lransfers to or for the use of the oocetlenrs lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of It'ie decedent's siblings is 12% [72 P.S. Section 9116(a)(1.3)1.A siblin9 is deflfled, under Sec\ior\ 9102. as
an
individual who has at least one parent in common with the decedent. whether by blood or adoption.
AT
REV-150,2 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCe TAX RETURN
RESIDENT DEceDENT
ESTATE OF FILE NUMBER
Evelyn K. Wert 21-02-0888
ALL REAL PROPERTY OWNED SOLELY OR AS A TENANT IN COMMON MUST BE REPORTED AT FAIR MARKET VALUE. Fair markel value is defined as the price al which
properly would be exchanged between a willing buyer and a willing seller, neither being campellerl to buy or sell, both having reasonable knowledge of the relevant facts. REAL
PROPERTY WHICH IS JOINTL Y.OWNED WITH RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F
ITEM
NUMBER
1.
SCHEDULE A
REAL ESTATE
DESCRIPTION
1903 Douglas Drive, North Middleton Township, Cumberland Township
VALUE AT DATE
OF DEATH
105,000
ALL THAT CERTAIN tract of land with the improvements
thereon situate in North Middleton Township, Cumberland County.
Pennsylvania, bounded and described as follows:
BEGINNING at a point on the Eostem line of Douglas Drive and
at corner of Lot No. 30, Block "B," North 85 degrees East ISO feet to a
point at line of Lot No.2, Block "a," on hereinafter mentioned plan of
lots, thence by said Lot No.2, Block "B," and Lot No.3, Block "B,"
North 5 degrees West 150 feet to a point on the Southern line of Lol No.
26, Block "B," thence by same South 85 degrees We,1150 feet to a point
on the Eastern line of Douglas Drive, thence by Same South 5 degrees East
150 feet to lhe comer of Lot No. 30, Block "B," on said plan, the Place of
BEGINNING.
AND BEING Lots No. 29, No. 28, and No. 27 on Plan No.1,
Block "B," of Noll manor as recorded in the Office of the Recorder of
Deeds in Plan Book 11, Page 51.
BEING improved with a residential dwelling and known as 1903
Douglas Drive.
BEING the same premises which Thorn.,. j. Davis and Martha L. Davis,
his wife, by deed dated AprilIR, 1991 and recorded AprilIB, 1991 in the Office
of the Recorder of Deeds in and for Cumberland County at Carlisle, Pennsylvania,
in Deed Book "B," Volume 35, Page 390, gr..nted and conveyed 10 Evelyn K.
Wert, single woman.
TOTAL (Also enter on line 1, RecaoitulatiorlJJ;
(If more space Is needed, insert additionai sheels of Ihe same size)
105,000
A. U.S. DEPARTMENT OF HOUSING end URBAN DEVELOPMENT OMBNo.2502.0265
SETTLEMENT STATEMENT llllfPRO
SECURED L....prlnl
LAND
TRANSFERS, INC. B. TYPE OF LOAN
5006 East Trlndle Road ,.ilQFHA 2.( JFMHA 3.1 I CONV. UNINS.
Suite 203 .4.!IIiA &. { 'COWl. INS.
Mechenlcsburg, PA 17055 6. FILE NUMBER: I 7. LOAN NUMBER:
504635 3004000346
Phone: (717) 591-8500 FAX: (717) 591-8506 8. MORT, INS. CASE NO.:
C. NOTE: ThIs form is lumlshed 10 give you a slalement o' actual seUlemeni COils. Amounts paid 10 and by the selllemen( agent ara shown. IIams marked
'(p.D.C.)' were paid outside the closing; they are shown here for Inlormallonal purposes and ara nollncluded In the totals.
O. NAME AND ADDRESS OF BORROWER E.l'WAE AND AOORESS OF SEllER: F. NAME AND ADDRESS OF lENDER:
Dragan Karacic Larry E. Wert, Executor Gateway Funding Diversifi
Branka Karacic of the Estate of Evelyn ad Mortgage
K. Wert One West First Avenue,
Conshohocken, PA
G. PROPERTY LOCATION: H. SEffiEMENT AGENT: l. sETTLEMENT OATE:
1903 Douglas Orive Secured Land Transfers, Inc. 05/01/03
North Middleton TOWNSHIP PLACE OF seffiEMENT:
CUMBERLAND County 3915 Market Street, Camp Hill, PA 170B
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
100. GROSS AMOUNT DUE FROM. BORROWER <l00.OROS8 AMOUNT DUE 'TO SELLER
101. Contract sales prIce 1 .uu <lOl.Contract sales price 10,000.00
102. Personal properly <lll2.Personal property
103. Settlemenl charges to bon'Ower (line 1400) 1 1 "'.
,... ....
'os. .".
Adjuslmenls lor lIems paid by seiter in advance Adluslmenls lor IIams paid by seller In advance
101l.CllyfTownlaK .. 40s.CllylTownlaK ..
101. Counly laK 05/01/ 03to 12/31/0 202.06 <101.Countyt/lK 05/' 1/03'. l2/ JIm -:202.06
!OS.AsslIssments to ~.ASSlIssrMInls to
tOll. ......, U5/0~/0.3lo0 ~ 03 171. ~J <lOll. school U>JU1 1006/30/1 171.-93
110. to 410. to
111. Ht.
"2. 412.
120. GROSS AMOUNT DUE FROM eORRoWER 1109B4.00 420,08055 AMOUNT DUE TO SELLER 105373.99
200. AMOUNTS PAID BY OR IN 8EHALF OF BORROWER SOD. REDUCTIONS IN AMOUNT DUE TO SELLER
201. Deposit 01 earnest money .UU 50l.Excess deposij (see instructions)
202. Principal amount of new loan(s) 104100.00 S02.SeltJemenl charges to seller (line 1400) 4567: 60-
203. Exlsllng loan(s) taken sublecl. to fon3.Exlsllng Ioan(s) taken sublllc\ \0
204. 504.PByoll 01 First Mortgage Loan
NONE
'os 5116.Payolf 01 Second Mortgage Loan
2116. \~Jto\B Cl.OS1ng-Costs .00 Sot!. (SJ to (HJ C os~ng osts ~BB4. 00
201. Reaevel.opment Author1ty 3000.00 ",.
,... "..
209. 509.
Adjustments lor items unpaid by sellar Adlus\menls lor "ems unpaid by seller
210. CllylTown lax to 5to.CllyfTownlD 10
21 LCounty lax 10 511.CounlVtaK to
212. Assenm8flls 10 Sl2,AsHssrnenll 10
213. sc:hool 10 513. Sc:hool 10
214. 514.
215. 51S.
2t6. 516,
211. 517.
218. 5\8.
219. 519.
220. TOTAL PAID BYIFOR_BORROWER 110984.00 &lo.TOTAL REDUCTION AMOUNT DUE SELLER 7451. 60
31>0. CASH AT SETTLE".ENT l'ROMO~ TO ~.ORROWER.,; . 800. CASH AT SETTLEMENT TO OR I='ROM SELLER
:HlI. GlOSS amounl due from borrower (line 120) , illl~B". UU 6I:l1.GrosS llITKlunl due to seller (line i420r -..... -.' .105373.99
302. Less amount paId bylfor borrower (line 220) l1'~B4.UU B02.Less reducllon amounl due sellar (Une 520) 451'.\60
303. CASH tOO FROM) ([ 1 "0) BoRROWER 803. CASH (00 TO) ([ ] FROM) SELLER' , .. 97922'.'39
0.00 ,
"
.
Buyor or Borrower'. Slgn.8lure
Seller's Signature
HVo-I Flev.S/aG
,
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
OMS No. 2502-0265
l. SETTLEMENT CHARGES 504635
700. TOTAl SALES/BROKER'SCOMMISSION bllll.d on pries $ 105000.00
Division of Commission (line 700) a$ foIlOW$: Total: 3 I 150 .00
701. $ 3150.00 10 ERA NRT, Inc.
702. $ to
703. Commi$sion paid atSetllement
704. Trans Fee
800. ITEMS PAYABLE IH CONNECTION WITH LOAN
801. loan Origination Fee %
602. loan Discount %
803. Appraisal Fee to
804. Credit Report 10
80S. lenders Inspection Fee
806. Mortgage Insurance ApplicaUon Fee 10
801. Assumplion Fee
808. Tax Serv. Gatewa Fund~n
809. UnderwrJ.t Gatewa Fundl.n
810. Flood Cert Fl.rst Amerl.can Flood
811. ComnutFee Gatewa Fundin
900. ITEMS REQUIRED BY l.ENDER TO BE PAID IN ADVANCE
901.lnterestlrom 05 01 03 1005 31 03 @S /day
902. Mortgage InSUrance Premium for mo. 10 Gatewa Fundin
903. Hazard Insurance Premium for lyrs.to STATE FARM (297 .POC)
Y1S.tO
ERA NRT,
Inc.
Gatewa
Fund~n
325.00
Gatewa
Fundin
75.00
81. 00
75.00
17 .50
75.00
1500.00
904.
905. MIP-CashPt
000. RESERVES DEPOSITED WITH LENDER FOR
Gatewa
Fundl.n
39.00
87.40
/mo.
/mo.
/mo.
Imo.
Jmo.
Imo.
/mo.
/mo.
74.25
1001. Hazard Insurance 3
1002. Mortgage Insurance
003. City(Town tex
004. County tax
'005. Assessments
1006. School Tax 10
007.
1008. A reAd
1100. TITLE tHARGli$
1101. Settlement or closing feelo
1102. Abstract or tiUe search to
1103. Tilleellamination to
'104. Tille insurance binder to
105. Document preparation 10
1106. Notary lees to
1107. Allorney'sfees 10
(includes above items No.:)
1108. Tille Insurance 10
(includes above items No.
lender's coverage $
Owner's coverage.$
24.75
3
mo.OS
mo.O$
mo.OS
mo.O$
me.@.$
mo.OS
me.O$
mo.O$
25.19
75.57
874.00
-387.09
Robert M.
Cash
Fre
(POC-S
20.00
1109.
'110.
1111.
f1l2.
1113.
1200.
1201.
1202.
1203.
1204.
1205.
1300.
1301.
1302.
1303.
1304.
1305. prnc lPa t Gatewa Fund1n
1400. TOTAL SETTL.EMENT CHARGES (enter on Imes lOJ and 502, Secliol\S J and Kl
End. 100
104,100
105,000
Secured
300 900
Land Transfers
35.00
Tax Cert Secured Land Transfers
ICPL Fee Fl.rst Amerl.can T1tle Ins.
GOVERNMENT RECORDING AND TRANSFER CHARGES
Recording fees: Deed S 3 8 . 50 Mortgage.$ 46 . SO
City/county tax/stamps; Deed $ 1050 . 00 Mortgage $
Slale tax{slamps: Deed.$ 1050 . 00 Mortgage.$
Rec 2nd Recorder of Deeds
Misc.S
85.00
1050.00
1050.00
38.50
ADDITIONAL SETTLEMENT CHARGES
Survey to
Pesllnspection to
F1nWtr Swr
House Master(POC BJ
Carl1s1e Surburban Auth.
89.60
699.53
5610.01
4567.60
PB.lles .<Ju.a Ihal no lIabllily II a....m-.:l by Samamant AUenllor Iha Iccurao:y ollnlo"".lIon lu.nishad by olh..a as ahown "" Iha HUO.I Salll.manl Slatamanl. S.tll....enl Agent ha.aby
..p...soty
res..rves Iha r~h' 10 depOsll any amoun's eollecled lor disbu.umen. In an in....... b..arlng accoun' In a Fed.rally Insu'ed InslM..Uon and 10 c..dil any Inlere~ so ..arned'o ils Own
eccounl.s .dditlona'
compensallonlorllsMrvlc:eslnllli."ensaetiDn
HUD CERTIFICATION (IF BUYERS AND SELl.ERS
I have eBIEilfully reviewed the HUD-l Selllement Statement and to th, basi of my knowledge and baliel,lI is a lrue and st:t:urate statement of all receipts and dtsbursements
made on my account by me In this lrallsat:lion~ r:UfUter cerll(y thai' have reclllved a copy a/!he HUD- ~ Rmenl Statement.
i.~ ~ ,,-.' ~ c L....,-
. ~M ft:aA.c:tctc...
Buyer or Dorro'Y.". Signlltu'"
euye<'. Add.ass & Phona:
Seller'SS/g<12l"'..
Sell..... N_Addr... S Phone:
The UO. S I1lemenl Slat"",a 1 hieh' .. preO~d is I.ue and st:cu,a'" aecounl 01 1101. "ansaclion.' ,..a caUSed or will cause lhe lund.lo be diMIU'Hd in acco.danc. with 11015 sl.temanl.
, .. . ~{-r8
Salll manlAgenl 01110
WARM~;I~~ 1: t:.~ d~~:z:~~ f:~ ~~~';;::'::n .nl D'O Iha Unilad S'al" On lhls or any simil8,'o,m. Pilnallkls uftDn con~I"'llon clln Includa a lina and Imprisonm~nL Fllr del..1Is se.
HUD.I Relt 5186
.
AT .
REV~15MEX +(1-97)(\)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Evelyn K. Wert
FilE NUMBER
21-02-0888
Include the proceeds of litigation and IhB' dale the proCHds Wllf1l received by the estate_ ALL PROPERTY JOINTLY-OWNED WITH THE RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
DESCRIPTION
VALUE AT DATE
OF DEATH
Automobile, 1990 Oldsmobile Sedan
M& T Bank, Checking Account #732702
M&T Bank, Savings Account #15004200024559
Accrued Interest to September 22,2002
Cash from Home
United Farm Guaranteed Investment
Accrued Interest
Refund, The Sentinel
Refund, Hoffman Roth Funeral Home
Refund, AARP Premium
Proceeds from Auction of Household Contents
Foot Locker, Pension Fund
Refund, State Fanm Mutual Automobile Insurance Company
1,600
6,753
133.245
138
107
7,500
167
114
166
127
6.255
203
234
TOTAL IAlso enter on line 5, Recapitulation' $
(If more space IS needed, Insert addltlonai sheets of the same size)
156,609
.-,.~..... ........,_.".,""-~.~'...:-'--. ._~---
'.'_ ,_......r-,..._,,'~,.., _~.."-_"_...e
'"
TAMMY L. WALBORN
247 S SPRING GARDEN ST.
PMBNO. 173
CARLISLE, PA 17013
08-98
60-83/0313
4911
129
.9t,,,, Oct. ,<1 iXo8
1<..
(De.(t
I $ IJl..;CD 00
.M 6/) //
In (-) <o>_/-,,-/kl;>,)
0. ~..._.
w :~~,_Z:;~.
The Money Fund Alternative
AlIfirst Bank
Hattisburg, PA 17101
~m~ L. ~f6"1-f1 '"
'la2a2~'lOIl' O~2'l
sro
.,
, Ci';
;l~-":""..
NAME AlfI~l(.uJlltlJv
ACCO~. '10% 065'3.sS
OA" ~.~ .;lotiO!
DEPOSITS MAY NOT BE AVAI BLE FOR IMMEDIATE WITHDRAWAL.
CURRENCY
COIN
c
H
,
C
K
S
o
60-15031313
TOTAl FfIOMOlliEIISIDE
CHECKING
DEPOSIT
TICKET
PLEASE ITEMIZE
ADDITIONAL
CHECKS ON
REVERSE
SIDE
~~
ORRSTOWN
BANK
I:OHHS03I;1:
CHECKS AND OTHER ITEMS ARE RECEIVED FOR DEPOSIT SUBJECT TO THE TERMS !\NO COHOlTlONS OF THIS INSTITUTION'S COLLECTION AGREEMENT
IO:=-~
TIlE BAN]{ OF NE\V YOHI(
NI!:W .,o",,'s ~'''ST eAN" ~ ..QU,q:II!:O '''$'' ~~ ."I1"'."PE'" ......M'..TOtl
P.O. Box 19561
Newark, NJ 07195-0561
ACCT#:
PLAN#:
PAY DATE:
CHECK#:
211912
GSI0Sl
12/01/20112
26459269
EVEL YN K WERT
1903 DOUGLAS DRIVE
CARLISLE, PA 17013
Please lIse the reverse side of statement for changes.
Acel#: 211912
Plan #: GSIUSl
BENEFIT PAYMENTS
CURREtlT AMOUNT YTD AMOUNT
DESCRIPTION
RETI RENE
2112.511
2,430.00
Check#: 2&4592&9 Pay Date: 12101/2002
DEDUCTIONS
DESCRIPTION CURRENT AMOUNT 'fTO AMOUNT
lU I'AL G'WSS:
2lJZ.50
2,4311.1111
o AL Ut:UUCIIONS:
u.uo
Il.UU
TOTAL NET,
20Z.50
2,430.00 EMPLOYEE CONTRIBUTIONS:
Please Detoe 1 Stalernellt From Check
Il.UO
THE
BANKOF
. NEW
YORK
Attr NAME'
FOOT LOCICER :INC.
PENsHm TRUST
GS10s1
20912' .
,-,
nO
26459269
26459269
PlAN-It,
. ACCT#-:
DATE.
IZllll/21l02
AMOUNT: x!x~xx~y202.50
TWO HUNDRED TWO DOLLARS K- SO/lOll
T6THE
ORDER
EVELYN K WERT
19113DDllGL.AS DRIVE
CARL:ISLE, PA 0,11013
T1i,.lJ.ink u[""wY"rk
1 W~I1;';1 SY. "y tll~~6
.'\5 Tru~lee or "~<:'l\l
.~~
AUlllorlz,=,JSign.,wrl
Voldatter 180tMys
II' 2".. 5 'i 2" 'ill' ':0210000 HI': 11'000000521511'
~
r:g M&fBank
Manufacturers and Traders Trust Company, 1100 Wehrle Drive, P,O. Box 767. BuHalo, NY 14240-0767
October 22, 2002
RE:
Estate Search
The Estate of:
Date of Death (D.O.D.)
EVELYN K WERT
9/22/2002
To Whom It May Concern:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
D.O.D.
Balances
(Includes ACCL
Int.)
$6752.68
$133,382.35
CHK
SAY
732702
15004200024559
EVELYN K WERT
EVELYN K WERT
4319
4319
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
NO Safe Deposit Box titled in the Decedent's name existed at our office.
Accrued Interest
$.00
$137.77
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORATION
BY: Aut~~~~~
DATE: I 0 ~ 2 2... - 0--;"'--
-'
0'" 12/20/02
~F YOU HAVE ANY QUESTIONS CONCERNING THIS REFUND,
PLEASE CALL US TOLL FREE AT 1-800-523-5800.
ESTATE OF E.WERT
1903 DOUGLAS DR
CARLISLE
PA 17013
PAYEE: ESTATE OF EVELYN K WERT
REG
088
INSURED
ACCOUNT NUM
0186835451
CHECK AMOUNT
***********127.00
CHECK DESCRIPTION
CHEcr. NO.
19905492
MRP Health Care
Options.
~
REFUND OF MONTHLY PAYMENTS PAID BEYOND
THE CANCELLATION DATE.
Form T'258-7 Prlnled In U.S.A.
FtEA5E DEI ACH CHECK BELOW AND CASH PROMPTLY
us ~ ._ 1:1I....~..'..,,1I~::I:IM":I:..::U.:I,l:1::1:_.I..n.~.,'""...-::I1:I:"'Pu:I.ln."['III~I"'W'1.::l:I""":1;1I!II:i.I.'.I'.I[tt:i..I.'j:l:U:i."".'.";Mr.ul'
0'" 12/20/02
19905492
MRP Health Care
Op1ions"
~
No 7281903
CHECK NO.
THIS CHECK IS VOID IF GREEN
COLOR BACKGROUND IS ABSENT
PAY ***********127 DOLLARS 00 CENTS
0186835451 950
PAY TO THE ESTATE OF EVELYN K WERT
ORDER OF 1903 DOUGLAS DR
CARLISLE PA
17013
",'1'1051,'12"
,:m, , , .327'1':
07 502 5'18"
~**********127.00
WACHOVIA BA.NK, N.A.
Augusta, GA.
~
L Kcv,'-C
-
>UW
,n
. -.-- ._-..~.. -.., ,-..---..--._. ..--
:i:"'\DL .,'Lt';':':,::":':i::;':",?:"':~,:;,-::,: "....,:, ,:',::::'-,:,:,
,UNITED FA~MFAMllVL.IFE ...
225 s: E~SlSiniel' P.O, Box 1250
Indianapolis, IN 46202
(317) 692-7861
PAY Seven thousand; six hundred sixty-siX and 67/100 dollars
Fifth Third Bank
71-859
----m-
001546
TO THE
ORDER OF
DATE
12/10/2002
AMOUNT
$**"**7,666.67
Estate. of Evelyn K Wert
1903 Douglas Dr
Carlisle, PA t?013-1020
.3~':7'fi~
M'
lI'OO~5L,bll' I:07L,Cj085CjL,I:07b5~~~~57~1I'
UNITED FARM FAMILY LIFE
001546
INVOICE OATE
AMOUNT
CREDlTS
TOTAL
12/10/2002
12/1 0/2002
lnv #1014: Withdrawal From United Farm Guaranteed Investm
lav #1014: Accrued Interest From Date of Last Payment
7,500.00
166.67
Check number
1546
Dale 12/l012002
TOTAL PAID THIS CHECK
$7,666.67
Hoffman-Roth Funeral Home, Inc.
219 North Hanover Street
Carlisle, PA 17013
(717)243-4511
October 11, 2002
Anna Mary Smith
482 Petersburg Road
Carlisle, PA 17013-
The Funeral Service for Evelyn K. Wert
13845-178
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
OUR SERVICE:
Traditional Funeral Service Package . . . . . .
FUNERAL HOME SERVICE CHARGES
SELECTED MERCHANDISE:
Coleman Casket . . . . . . . . . . . . . . . . . . . . . .
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THATYOUHAVESELECTED . . . . . . . . . . . . .
Cash Advances
Newspaper Obituary Notice-Patriot News,
Certified Copies of Death Certificates.
Flowers. .
Hairdresser. . . . . . . . .
Organist. . . . . . . . . .
TOTAL CASH ADVANCES AND SPECIAL CHARGES.
Total
Total Cost .
. . . . . . . . . . . . . . . . . . . . . . . . .
History
10/09/2002 AIlianz Life Insurance Company.
10111/2002 Estate Evelyn K. Wert CK#20904
TOTAL AMOUNT DUE. . .
This statement Is net and payable In full within 30 days of receipt.
$3490.00
$3490.00
$1405.00
$4895.00
$122.40
$20.00
$132.50
$30.00
$50.00
$354.90
$5249.90
$-5415.97
$166.07
$0.00
Please return this portion with your Remittance
---------------------------------------.__________________a_Maw_a.
$
Amount Enclosed
Service 10 # 13845-178
Evelyn K. Wert
j~ ~ :tJ0 ),-S'f)!:J
J
:=~[~~4~~"~f::~~fM/
CAJhP_/~, PA
I
LOCATION OF SALE ~ ~ ~
AUCTIONEER X~ irl.. Jjr~
"::"^,;,;::'1';\'\j;I~"?;~R"/i~1',1,,~:!'jt~1\:~'f:f(0:,";;"',' ~" ..' ',' ." ...., ','",' ..', "" """
Ci~ELLER'Sexl>ENSES )
,<; ~
u'
~t] PROFESSIONAL FEES
';; AUCTIONEER
i1*
;i~
fje
;1:;,
~~~
.t\~
.~
:~1\\
:i<<~
:~,z(
~/
CLERK
10% $
CASHIER
OTHER EXPENSES
.; a,dM/riA~~_
YJ<9fd;a)-~)
:'\,;;
',)
/'i
02/Y1h1J
FINAL
SETTLEMENT
DATE OF SALE ~ :l6, J()O~
PHONE
ZIP J '1 () / .3
PHONE
7/7'/J..Lfj-lo/?
c
. RECEIPTS
)
$ (;;J.5,tpg
$ q~~,DO
$ 5.;;,7;),.75
,
CASH
CHECKS
$
OTHER RECEIPTS
$ J. Jf9.1f7
to.!, r/J-t-~~ ~co.- :
~J<;;;hi;;: ZJ- $
(tt115) tJa-h ((L
dO,OO QlJf1>.J.
$
$
$
$ '+/3. 'f0
G<Z.90
$
$
$
$
$
$
$ 0. .;).5175
.
$ i,357.~5
,
$ 4; gQ7, 5D
$
$
$
$
$
TOTAL RECEIPTS
LESS TOTAL EXPENSES
(TOTAL EXPENSES
NET PROCEEDS PAYABLE TO SELLER
d,357.;is)
r (or we). the seller, accept this settlement and acknowledge receipt of the above specified net proceeds
Irom the auction 01 my goods and property sold on the above date. I accept all responsibility for providing
merchantable title to all goods, and property sold, and far delivery of title to the purchoser.
~LM. fl1.f..~ ~ ~ I L.r:~ y-2-(O-O>
Auctioneer or Cashier's Signature {Seller', Signature)
7'- ~6';20"J Date Dale
(Seller's Signature)
217
REV-1511 EX + (12-99)
ESTATE OF
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
Evelyn K. Wert
21-Q2.{)888
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
,.
B. ADMINISTRATIVE COSTS:
,. Personal Representative's Commissions
Name of Personal Representative (s) Larry E. Wert
Social Security Number(s) I EJN Number of Personal Representative(s)
Street Address 41 Lebo Drive
City Carlisle State PA Zip 17013
Year{s) Commission Paid: 2003 10.878
2. Attomey Fees 10,878
3. Famlly Exemption: (If decedent's address is not the same as claimant's. attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Det:edent
4. Probate Fees 296
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Cumberland Law Journal, Advertising 75
B. The Sentinel, Advertising 84
9. Checks cleared after date of death 158
10. Filing Fee for Pennsylvania Inheritance Tax Return 15
11. Fee to File Final Account 128
12. Short Certificate (1) 3
TOTAL 'Also enter on line 9, Recaoituiation $ 22,515
Debts of decedent must be reported on Schedule I.
(If more space is needed, Insert additional sheets of the same size)
REV-1512 EX+ (6-98) AT
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
R I T
ESTATE OF
Evelyn K. Wert
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-02-0888
Include unrelmbursed medical expenses.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
DESCRIPTION
VALUE AT DATE
OF DEATH
Alert Pharmacy, Prescriptions
Carlisle Suburban Authority, Utilities
Central Penn Medical Group, Medical
Cumberland Crossing Retirement Community, Nursing Home
Diversified Appraisal Service, Appraisal of Real Estate
ERA. Real Estate Commission
Real Estate Closing Costs
Recorder of Deeds, State taxlstamps:Deed
Secured Land Transfers, Tax Certificate
Real Estate, Gateway Funding
Miscellaneous, Notary Fees
Robin K. Sollenberger, Tax Collector, County and School Taxes
PP&L, Electricity
Peerless Insurance Company, Homeowners
Benjamin S. Souder, Mowing and Snow Removal
Sprint, Telephone
Kevin M. Wickard, Auctioneer Expenses and Commission
York Waste Disposal
Larry E. Wert, Reimburse "For Sale Signs"
Bank Charge, Return item
Dragan Karacic, Painting of Real Estate
207
320
18
1,528
250
3,250
2,884
1,050
2
156
20
-78
155
292
210
201
1,357
460
25
7
650
TOTAL (Also enter on line 10, Recaeitulation) $
(If more space is needed, Insert addItional sheets of the same size)
12,964
217
REV-1513 EX + (S-OO)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Evelvn K. Wert 21-02-0888
RElATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSONIS\ RECEIVING PROPERTY Do Not List Trustee/sl OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions. and
transfers under Sec. 9116 (al (1.2)J
1. Richard l. Wert
8 Middleton Avenue
Carlisle, Pennsylvania 17013 Brother 10% of residue of estate
2. Lester S. Wert, Jr.
53 Bloserville Road
Carlisle, Pennsylvania 17013 Nephew 10% of residue of estate
3. Craig A. Wert
1254 Holly Pike
Carlisle, Pennsylvania 17013 Nephew 10% of residue of estate
4. Larry E. Wert
41 Lebo Road
Carlisle, Pennsylvania 17013 Nephew 10% of residue of estate
5. Anna Mary Smith
482 Petersburg Road
Carlisle, Pennsylvania 17013 Niece 10% of residue of estate
6. Joan E. Wert
105 South Orange Street
Carlisie, Pennsylvania 17013 Niece 10% of residue of estate
CONTINUED ON ATTACHED SHEET
ENTER DOLLAR AMOUNTS fOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV.1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. Calvary Road Church of God
910 Calvary Road
Carlisle, Pennsylvania 17013
10% of residue of estate
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed. insert additional sheets of the same size)
SCHEDULE "J" CONTINUED
Joann Elaine Nailor
1175 Boiling Springs Road
Mechanicsburg, Pennsylvania 17055
Niece
10% of residue of estate
Faye Marlene Gannan
590 McClure's Gap Road
Carlisle, Pennsylvania 17013
Niece
10% of residue of estate
Brenda Jane Hartman
406 Harrisburg Pike
Dillsburg, Pennsylvania 17013
Niece
10% of residue of estate
LAST WILL AND TESTAMENT
OF
EVELYN K. WERT
!, EVELYN K. WERT, unmarried woman of North Middleton Township,
Cumberland County, Pennsylvania, (mailing address: 1903 Douglas Drive, Carlisle,
Pennsylvania 170(3) being of sound and disposing mind, memory and understanding, do
hereby make, publish and declare this as and for my Last WiJI and Testament, hereby
revoking and making void any and all Wills by me at any time heretofore made.
I. I declare that! am unmarried and that! have no chiidren.
2. 1 Give and bequeath 10% of the residue of my estate to the Cavalry Road
Church of God, currently located at 910 Cavalry Road, Carlisle, Pennsylvania, 17013.
3. All the rest residue and remainder of my estate real personal and miKed and
wheresoever the same may be situate I give devise and bequeath in equal shares to the below
named individuals:
Ca) My nephew, Lester F. Wert, Jr.
Cb) My niece, Anna Mary Smith
(c) My nephew, Craig A. Wert
(d) My niece, Joan E. Welt
Ce) My. brother, Richard L. Wert
CI) My nephew, Larry E. Wert
(g) My niece, Joann Elaine Nailor
(h) My niece, Faye Marlene Garman
(i) My niece, Brenda Jane Hartman
Should any of the above named individuals predecease me or fail to survive me by a
period of ninety (90) days. the share that person would otherwise have received shall pass to
his or her issue per stirpes. and if there be no issue. such shares shall lapse and be added to
the remaining share or shares.
4. Should any person less than 21 years of age be entitled to distribution from my
estate. in such event the share that person would otherwise have received shall be paid to my
hereinafter named Executor in Trust. I authorize the herein named Trustee to receive and
invest the same and to pay the income arising therefrom together with so much of the
principal thereof as in the Trustee's opinion is necessary or desirable to be expended for the
proper maintenance, support, and education of such person. to or for the benefit of such
person, and upon such person attaining 21 years of age to pay to him or her the then
remaining principal together with any undistributed income.
S. I Hereby constitute and appoint my nephew, Larry E. Wert, as Executor of this
my Last Will and Testament, but should he predecease me or fail to qualify or cease serving
as such, then in such event I nominate constitute and appoint my neice, Anna Mary Smith
Executor, and I further direct that neither of them shall be required to post any bond to
secure the faithful performance of his Of her duties in the Commonwealth of Pennsylvania or
in any other jurisdiction.
6. In addition to the powers conferred by law, my herein beforenamed Executors
and Guardians of the Estate of a Person less than 21 years of age, and their successors are
authorized and empowered to:
a, To invest any part of the trust corpus in such securities, investments. or other
property as may be deemed advisable and proper, irrespective of whether the same are
authorized for the investment of trust funds under the laws of any governing jurisdiction.
b. With respect to any corporation, the stocks, bonds, or other securities of which
may be held, to vote in person or by proxy on any shares of stock~ to consent to the merger,
consolidation or reorganization of such corporations; to consent to the leasing, mortgaging, or
sale of the property of any such corporations; to make any surrender, ex.change or substitution
of such stocks, bonds. or other securities as an incident to the merger. consolidation or
Page 1 of2
l >> .)~<'
reorganiza!ion of such corporations; to pay all assessments, subscriptions and other sums of
money whIch may be deemed wise and expedient for the protection and maintenance of the
proportionate interest of the investment in such corporations; to exercise any option or privilege
whIch may be conferred upon the holders of such stocks, bonds, or other securities of such
corporations either for the conversion of the same into other securities or for the purchase of
additional securities, and to make any and all necessary payments which may be required in
connection therewith; and generally to have and exercise as to all such stocks, bonds, and other
securities, the powers of an individual owner who is not under trust obligation.
c. To hold the trust corpus in one or more consolidated funds in which separate
shares shall have undivided interests.
d. To sell at public or private sale for cash or upon credit, or partly for cash and
partly on credit, and upon such terms and conditions as shall be deemed proper, any part or
parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the
expediency or propriety of any such sale or to see to the application of the purchase money
arising therefrom.
e. To keep on hand and uninvested such moneys as may be deemed proper and for
such period as may be found expedient.
f. To compromise, settle, or arbitrate any claim or demand in favor of or against the
trust estate.
g. And authorized in the discharge of fiduciary duties, to employ counsel and to
determine and to pay such counsel reasonable compensation which shall be charged against the
principal or income of the trust fund, and shall further be entitled to charge against the principal
or income such other reasonable expenses and charges as may be necessary and proper to incur
for the proper discharge of fiduciary duties and for the proper management and administration
of the trust estate.
h. In making any division of property into shares for the purpose of any distribution
thereof directed by the provisions of the trust, to make such division or distribution, either in
cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient. and in
making any division or distribution in kind may allot any specific security or property or any
undivided interest therein to anyone or more of such shares, and to that end may appraise any
or all of the property so to be allotted and the judgment as to the propriety of such allotment
and as to the relative value for purposes, of distribution of the securities or property so allotted
shall be final and conclusive upon all persons interested in the trust or in the division or
distribution thereof.
i. Authorized to register any shares of stock or other assets of any trust in their own
names or in the name of a nominee.
j. To retain and invest in shares of stock of my Trustee.
k. To retain any investments including mutual funds which I may own at the time of
my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual
funds as may be deemed advisable or proper. irrespective of whether the same are authorized
for the investment of trust funds under the laws of any governing jurisdiction.
1. To determine from time to time whether all or some portion of realized capital
gains shall be treated as ordinary income for distribution to a beneficiary or treated as principal
to be retained as part of the corpus, and such designation need not be consistent from one year
to another.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and
Testament, written on one (2) pages, this 5th day of June, 2001.
t I' . 'Y 'It ~-- SEAL)
.~/>....( . .....:{y7 /. - - ' -1'_.''/'- (
Evelyn K. ert
Signed, sealed, published and declared by Evelyn K. Wert, the Testatrix above-named, as and
for her Last Will and Testament, in our presence, who, in her presence, at her request, and In the
presence of each other, have hereunto subscribed our names as attesting witnesses.
f~yVl 9&!.r1IQ
11~rQ;LJ.h-Y
Page 2 0/2
/'7-9/-/.:3
\,
BUREAU OF INDIVIDUAL TAXES
INHPRITANCE TAX DIVISION
DFpT. 280601
'1ARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-21-2003
WERT
09-22-2002
21 02-0888
CUMBERLAND
101
ROBERT M FREY
FREY & TI LEY
5 S HANOVER ST
CARLISLE
'OJ 0U'_ 21
PA ',1\7013
Allount Rellitted
*
REV-1547EXAFPIDI-D!l
EVEL YN
K
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 ~
RE-";=is4-j-Ex-Af'p-foFii3Y-No'TYcniF-YNHERYTiiifci-YAX-XPPRA-isEHENT-:--ALDiwiiNci-cfli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WERT EVELYN K FILE NO. 21 02-0888 ACN 101 DATE 07-21-2003
TAX RETURN WAS:
) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds {Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable {Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
ll)
(2)
(3)
(4)
(5)
(6)
(7)
105.000.00
.00
.00
.00
156,609.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
T :
DATE
12-23-2002
06-05-2003
NUMBER
CD001986
CD002649
INTEREST/PEN PAID (-)
.00
.00
INTEREST IS CHARGED THROUGH 08-05-2003
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
1l0)
22,515.00
NOTE: To insure proper
credit to your account~
submit the upper portion
of this form with your
tax payment.
261,609.00
3o;.47Q nn
226,130.00
22,613.00
203,517.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
.00
2,442.20
27,474.80
29,917.00
28,953.00
964.00
5.81
969.81
[ IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
12.964.00
(11)
(12)
(13)
(14)
.00 X 00 =
.00 X 045 =
20,351. 70 X 12 =
183,165.30 X 15 =
(19)=
AMOUNT PAID
25,175.00
3,778.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
REV-1470EYrl,i-BBl
, '*' INHERITANCE TAX
.
,
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
WERT, EVELYN 2102-0888
REVIEWED BY ACN
LARRY SZOLLOSY 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
J Corrected the inheritance tax return per the will.
ROW
Page 1
//)-9/-/3
"'-
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAK DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
'.COUNTY
ACN
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
1"
PA 1701~
07-31-2003
WERT
09-22-2002
21 02-0888
CUMBERLAND
101
Amount Rellitted
..
REY-159~ EK ~FI' C01-0$)
EVEl YN
K
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
RESISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this for.. with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y=iS9:3-iX--AFi>-foi-:03'------.-.-iN-HERi-fANC-E-TAlC-RE-CORU--ADJ-USTH-ENT-Ji.-----------------------------
ESTATE OF WERT
EVEl YN
K FILE NO. 21 02-0888
ACN 101
1. Real Estate (Schedule AJ
2. Stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subiect to Tax
ADJUSTHENT BASED ON:
VALUE OF ESTATE:
ADMINISTRATIVE CORRECTION
10.
ll.
12.
13.
14.
TAX:
15. Allount of
16. Allount of
17. Amount of
18. Allount of
19. Principal
TAX CREDITS:
Line
Line
Line
Line
14 at Spousal rate
14 taxable at Lineal/Class A rate
14 at Sibling rate
14 taxable at Collateral/Class B rate
Tax Due
III
(21
(31
(41
(51
[61
(71
105,000.00
.00
.00
.00
156,609.00
.00
.00
(8)
DATE
07-31-2003
(91
llDI
22,515.00
12,964.00
(lll
ll2)
ll3)
ll4)
261,609.00
35,479.00
226,130.00
22,613.00
203,517. 00
.00
.00
2.442.20
27.474.80
29,917.00
rAm"", "J AHDUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
12-22-2002 CDOO1986 1,325.00 25,175.00
06-05-2003 CD002649 .00 3,778.00
TOTAL TAX CREDIT 30,278.00
BALANCE OF TAX DUE 361. OOCR
INTEREST AND PEN. .00
TOTAL DUE 361.00CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
llS)
ll6)
ll71
llB)
.ooxoo =
.00X045=
20.351.70X 12 =
183.165.30X 15 =
ll9)
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
REV-1470 EX (6-88)
'*'
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEAL THDF PENN~YLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
EVELYN K WERT
FILE NUMBER
REVIEWED BY
Dianne McClain
ACN
2102-0888
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions
and Assessment of Tax has been adjusted to reflect the early payment discount.
ROW
Paqe 1
'.
FIRST AND FINAL ACCOUNT OF LARRY E. WERT, EXECUTOR OF THE LAST
WILL AND TESTAMENT OF EVELYN K. WERT, LATE OF SOUTH MIDDLETON
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED.
DATE OF DEATH:
September 22, 2002
LETTERS TESTAMENTARY ADVERTISED:
The Sentinel:Oct7th, 14th,& 21st,2002
CLJ: Oct11th, 18th, & 25th, 2002
21-02-0888
ESTATE FILE NO.:
PRINCIPAL RECEIVED
ACCOUNTANT IS CHARGED WITH THE AMOUNTS OF PRINCIPAL AND INTEREST RECEIVED
AND CLAIMS CREDIT FOR THE DISBURSEMENTS MADE AS STATED BELOW:
2002
Sept 22
Sept 22
Sept. 22
Sept 22
Sept. 22
Oct. 21
Oct. 28
Nov. 15
Nov. 18
Dec. 10
2003
Jan. 8
Real Estate, 1903 Douglas Drive, N. Middleton
Township, Cumberland County, Pennsylvania
M&T Bank, Checking Account #732702
M& T Bank, Savings Acct #15004200024559
Interest accrued to September 22, 2002
1990 Automobile,Oldmobile Sedan
Cash from Home
Refund, The Sentinel
Refund, State Farm Mutual Auto Ins. Company
Foot Locker, Pension Fund
Refund, Hoffman Roth Funeral Home
United Farm Guaranteed Investment
Accrued interest to September 22, 2002
Refund, AARP Premium
Page 1
$105,000.00
$6,752.68
$133,244.58
$137.77
$1,600.00
$107.08
$113.69
$233.58
$202.50
$166.07
$7,500.00
$166.67
$127.00
April 29
Proceeds from Auction of Household Goods
$ 6.254.75
TOTAL PRINCIPAL RECEIVED
$261,606.37
INCOME RECEIVED
2002
Sept. 22 Interest, M & T Savings Acct #15004200024559 $135.35
Oct. 27 Interest, Estate Checking Acct. $21.21
Nov. 24 Interest, Estate Checking Acct $43.87
Dec. 25 Interest, Estate Checking Acct $41.50
2003
Jan. 26 Interest, Estate Checking Acct $37.51
Feb. 25 Interest, Estate Checking Acct $35.15
March 25 Interest, Estate Checking Acct $32.74
April 27 Interest, Estate Checking Acct $38.04
May 26 Interest, Estate Checking Acct $47.13
June 26 Interest, Estate Checking Acct $54.82
July 23 Interest, Estate Checking Acct $ 41.10
TOTAL INCOME RECEIVED $528.42
OTHER INCOME RECEIVED
March 31 Capital Life Insurance Company
(No Beneficiaries on the Life Policy)
$1.000.00
TOTAL OTHER INCOME RECEIVED
Page 2
$1,000.00
DISBURSEMENTS
2002
Sept. 22 Checks cleared after date of death $157.90
Oct. 1 Register of Wills, Probate Will $296.00
Oct. 3 Cumberland Law Journal, Advertising $75.00
Oct. 10 Benjamin S. Souder, Mowing $31.80
Oct. 10 PP&L, Electricity $23.25
Oct. 10 Sprint, Telephone $26.80
Oct. 17 Diversified Appraisal Service, Real Estate Appraisal $250.00
Oct. 17 Alert Pharmacy Services, Medical $198.00
Nov. 15 Alert Pharmacy Services, Medical $8.62
Nov. 15 Sprint, Telephone $27.01
Nov. 15 PP&L, Electricity $13.31
Nov. 15 Benjamin S. Souder, Mowing $31.80
Nov. 15 Register of Wills, (1) Short Certificate $3.00
Nov. 15 The Sentinel, Advertising $84.11
Nov. 15 Cumberland Crossings Retirement Community $2,586.52
Nov. 15 Carlisle Suburban Authority, Water $76.80
Nov. 15 Peerless Insurance Co., Homeowner's $57.65
Dec. 3 Sprint, Telephone $29.23
Dec. 3 PP&L, Electricity $17.18
Dec. 18 Peerless Insurance Co., Homeowners $38.15
Page 3
Dec. 18 York Waste Disposal, Trash Removal $29.91
Dec. 23 Register of Wills $25,175.00
Estimated Pennsylvania Tax Return
Dec. 23 Refund, Cumberland Crossing Retirement -$1,058.21
Community
Dec. 23 Bank Fee $7.00
Dec. 30 Larry E. Wert, Reimburse for "For Sale Signs" $25.27
Dec. 30 Sprint, Telephone $28.43
Dec. 30 PP&L, Electricity $25.30
2003
Jan. 8 Peerless Insurance Co., Homeowner's $43.15
Jan. 8 Benjamin S. Souder, Snow Removal $25.00
Jan. 8 Carlisle Suburban Authority, Water $76.80
Jan. 14 Benjamin S. Souder, Snow Removal $20.00
Jan. 28 Peerless Insurance Co., Homeowner's $38.15
Jan. 28 Sprint, Telephone $28.43
Feb. 12 PP&L, Electricity $12.28
Feb. 21 Benjamin S. Souder, Snow Removal $20.00
Feb. 21 Peerless Insurance Co., Homeowner's $38.15
Feb. 25 Sprint, Telephone $28.43
Feb. 25 Benjamin S. Souder, Snow Removal $50.00
March 10 Carlisle Suburban Authority, Water $76.80
March 10 PP&L, Electricity $25.96
Page 4
March 17 Peerless Insurance Co., Homeowner's $38.15
March 17 Robin K. Sollenberger, TIC $296.22
March 18 York Waste Disposal, Trash Removal $29.91
April 2 PP&L, Electricity $24.55
April 9 Sprint, Telephone $28.57
May 1 Kevin M. Wickard, Auctioneer Commission $1,357.25
May 1 Peerless Insurance Co., Homeowner's $38.15
May 1 Benjamin S. Souder, Mowing $31.80
May 1 Sprint, Telephone $28.57
May 1 Dragan Karacic, Repairs $650.00
May 1 Carlisle Suburban Authority, Water $89.60
May 1 Refund, Credit County & School Taxes, -$373.99
Sale of Real Estate
May 1 Recorder of Deeds, State Tax/Stamps $1,050.00
May 1 Secured Land Transfers, Tax Certification $2.00
May 1 Notary Fee $20.00
May 1 Closing Costs, Sale of Real Estate $2,884.00
May 1 Gateway Funding, Tax Service $81.00
May 1 Gateway Funding, Underwriting $75.00
May 1 ERA, Commission, Sale of Real Estate $3,150.00
May 1 ERA, Transfer Fee, Sale of Real Estate $100.00
May 5 PP&L, Electricity $22.66
May 19 PP&L, Electricity, Final Bill $6.41
Page 5
May 19 Central Penn Medical Group, Medical $17.93
May 22 Refund, PP&L, Electricity -$16.25
June 3 Refund, Sprint, Telephone -$23.97
June 3 York Waste Disposal, Trash Disposal $400.00
June 4 Refund, PP&L, Electricity -$6.41
June 4 Register of Wills, Agent $3,778.00
Balance of Pennsylvania Inheritance Tax
June 4 Register of Wills, Filing Fee $15.00
Pennsylvania Inheritance Tax Return
June 25 Refund, Peerless Insurance Co., Homeowner's -$73.55
July 24 Register of Wills, File Final Account $119.00
Aug. 26 Larry E. Wert Executor's Fee $10,878.00
Aug. 26 Robert M. Frey, Prepare & File 2003 Taxes $50.00
Aug. 26
Robert M. Frey, Executor's Fee $10.878.00
TOTAL DISBURSEMENTS
$64,393.58
RECAPITULA TlON
TOTAL PRINCIPAL
$261,606.37
$ 1. 528.42
TOTAL INCOME RECEIVED
TOTAL RECEIPTS
$263,134.79
$ 64.393.58
LESS TOTAL DISBURSEMENTS
BALANCE FOR DISTRIBUTIONS
$198.741.21
Page 6
PROPOSED SCHEDULE OF DISTRIBUTION
BALANCE FOR DISTRIBUTION
TO:
Cavalry Road Church of God
910 Cavalry Road
Carlisle PA 17013
10% of residue of estate:
TO:
Richard L. Wert
8 Middleton Avenue
Carlisle PA 17013
10% of residue of estate:
TO:
Lester S. Wert, Jr.
53 Bloserville Road
Carlisle PA 17013
10% of residue of estate:
,.
TO:
Craig A. Wert
1254 Holly Pike
Carlisle PA 17013
10% of residue of estate:
TO:
Larry E. Wert
41 Lebo Road
Carlisle PA 17013
10% of residue of estate
Page 7
$198.741.21
$19.874.13
$19.874.12
$19.874.12
$19.874.12
$19.874.12
TO:
TO:
TO:
TO:
TO:
Anna Mary Smith
482 Petersburg Road
Carlisle PA 17013
10% of residue of estate:
$19.874.12
Joan E. Wert
105 South Orange Street
Carlisle PA 17013
10% of residue of estate:
$19.874.12
Joann Elaine Nailor
1175 Boiling Springs Road
Mechanicsburg PA 17055
10% of residue of estate:
$19.874.12
Faye Marlene Garman
590 McClure's Gap Road
Carlisle PA 17013
10% of residue of estate:
$19.874.12
Brenda Jane Hartman
406 Harrisburg Pike
Dillsburg PA 17019
10% of residue of estate:
$19.874.12
TOTAL DISTRIBUTION
$198.741.21
Page 8
"t
COMMONWEALTHOFPENN8YLVANIA )
):88.:
COUNTY OF CUMBERLAND )
Before me, the undersigned officer, personally appeared Larry E. Wert,
Executor of the Last Will and Testament of Evelyn K. Wert, deceased, who, being
duly sworn according to law, deposes and says that the foregoing First and Final
Account is true and correct to the best of his knowledge, information and belief.
t:-tf r: ~
LARRYE. WE T
NOTARIAL SEAl
TRISHA A.lIESS, NOTARY PUBLIC
BOROUGH OF CARLISlE, CUMBERLAND CO., PA
MY C~lssrON EXPIRES MAY 20,2006
Page 9
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IN RE: ESTATE OF EVELYN K. WERT
LATE OF SOUTH MIDDLETON TWP
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
PENNSYLVANIA,
ORPHANS COURT
ESTATE NO. 21-2002-0888
ORDER OF COURT
~
AND NOW, -z.ct day of August, 2003, the within account is confIrmed and distribution directed in
accordance with the schedule.
...,
-
v'
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: EVELYN K. WERT
Date of Death: September 22, 2002
Will No.
To the Register:
Admin.No. 21-02-0888
I certify that notice of (beneficial Interest) estate administration required
by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the
following beneficiaries of the above-captioned estate on: December 3, 2002
Name
Cavalry Road Church of God
Lester S. Wert, Jr.
Anna Mary Smith
Craig A. Wert
Joan E. Wert
Richard L. Wert
Larry E. Wert
Joann Elaine Nailor
Faye Marlene Garman
Brenda Jane Hartman
Address
910 Cavalry Road, Carlisle PA 17013
53 Bloserville Road, Carlisle PA 17013
482 Petersburg Road, Carlisle PA 17013
1254 Holly Pike, Carlisle PA 17013
113 W. South Street, Carlisle PA 17013
8 Middleton Avenue, Carlisle PA 17013
41 Lebo Road, Carlisle PA 17013
1175 Boiling Springs Rd,Mechanicsburg PA 17055
590 McClure's Gap Rd, Carlisle PA 17013
406 Harrisburg Pike, Carlisle PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6)a)
except NO EXCEPTIONS
Date: December 3, 2002
~- A"
~'7
Signature
Name:
Address:
Robert M. Frey
5 South Hanover Street
Carlisle. Pennsylvania 17013
Capacity:_Personal Representative
-.llCounsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FREY ROBERT M ESQUIRE
5 SOUTH HANOVER STREET
CARLISLE, PA 17013
_u_____ fald
ESTATE INFORMATION: SSN: 209~ 12~8540
FILE NUMBER: 2102-0888
DECEDENT NAME: WERT EVELYN K
DATE OF PAYMENT: 12/23/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/22/2002
NO. CD 001986
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $25,175.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: FREY AND TILEY
C/O ROBERT M FREY ESQUIRE
CHECK# 3989
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$25,175.00
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
/'}-'1/-/3
'\- BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-U07 EX AFP 101-OS)
ROBERT M FREY
FREY & TI LEY
5 S HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
'COUNTY
ACN
09-02-2003
WERT
09-22-2002
21 02-0888
CUMBERLAND
101
EVEl YN
K
Allaunt Rellitt.d
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account} submit the upper portion of this for.. with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=16rWix-AFP-foFiiiY------..iE--INifiRITANcE--i'Ax--sTA-jEHENi'-cfF"-AC-COUN-j--iE..---------------------
ESTATE OF WERT EVElYN K FILE NO. 21 02-0888 ACN 101 DATE 09-02-2003
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHNARY OF THE PRIHCIPAL TAX DUE, APPLICATIOH OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-30-2003
PRINCIPAL TAX DUE:_ 29,917.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-22-2002 CDOO1986 1,325.00 25,175.00
06-05-2003 CD002649 .00 3,778.00
08-15-2003 REFUND .00 361. 00-
TOTAL TAX CREDIT 29,917.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J
-
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/03/2004
FREY ROBERT M
5 S HANOVER STREET
CARLISLE, PA 17013
RE: Estate of WERT EVELYN K
File Number: 2002-00888
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) 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 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 will become delinquent on: 9/22/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~L~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
STATUS REPORT UNDER RULE 6.12
Name of Decedent: WERT, EVELYN D.
Date of Death: September 22, 2002
Will No. Admin. No. 21-02-0888
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes (X) No ( )
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
Date:
3. If the answer to No. 1 is Yes, state the following:
(a) Did the personal representative file a final account with the Court?
Yes (X) No ().
(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 ( ) No ( )
(d)
Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
August 9, 2004
Signature
Robert M. Frey
Name (Please type or print)
~ity: ( ) Personal
( X ) Counsel
5 South Hanover Street
Carlisle, Pa 17013
Address
(717) 243-5838
Telephone No.
Representative
for personal representative