HomeMy WebLinkAbout03-0203PETITION FOR PROBATE and GRANT OF LETTERS
Estate of' g£L~r*.J -~- Nl,~_l¢~tzt_. No. 21-03-203
also known as To:
Deceased.
Social Security No. 2_c~-5 - ~ ~ ~ -~' t~ '2. ~
Register of Wills for the
County of
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age.or older an the executr-.¢~,
in the last wil} of the above decedent, dated /'3 - h&~-~w,~ m% ., I ql;4
and codicil(s) dated ~'~,-~---¢. thl,5-13~t3 lO Iq'l~
in the
named
, 19
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in N_u,_~,,_~C~ ~ex-~ ~ County, Pennsylvania, with
h ~-. last family or principal residence at
(list street, number and muncipality)
Decendent, then c4~ years of age, died ~_- t [- ~'~ ,19. .,
at ~ ~o~ t ~ ~-~
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:
Decendent 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:
WHEREFORE, petitioner(s) respectfully
presented herei~rant of~etters
t~eron..~ al- !°~ )~~(!i~,
request(s) the probate of the last will and codicil(s)
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) t~tatements in the foregoing petition are
true and correct to the best of the knowledge and belief of petiuh~oer(s) arl~l that as personal represen-
tative(s) of the above decedent petitioner(s) will well abed truly adn~,nister [tbe estate according to law.
Sworn to or affirmed.and subscribed r ~ ~ I ~~ ~
before me this >th day of [ ~ - ~" ~'
~~~egister [ ~
/~-/~- ~
1%[O. 21-03-2003
Estate Of HELEN 3 WEIGEL
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MARCH
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated DECEMBER 16 1969
described therein be admitted to probate and filed of record as the last will of
HELEN J WEIGEL
and Letters TESTAMENTARY
:~2003 , in consideration of the petition on
are hereby granted to
JOHN H WEIGEL III
FEES
Probate. Letters, Et¢ .......... $ 70.00
x-pag~es · 3.00
Short (;ertificates() .......... $ 9. GO
Renunciation ................ $.
JCP $ 10. O0
TOTAL __ $ 92.00
Filed
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat. ., sign the same and that signed as a witness at the
request of testat.__ in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19.__
Register
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
~ ~. t'x3'4 familiar with the signature of ~4'~L_q~'-'~o, k3~7~t~L~ ,
testat c)~ of (one of the
that ' -~
meto the best of-- knowledge and belief, day ! ~,~~~~ ilk ~,t~~~.)
Sworn to or affirmed and subscribed before _
this t/~ 7-// of
.... ~>.~,,..~ (Address)
(Name)
subscribing witnesses to) the will presented herewith and
believe~/the signatu~ on the will is in the handwriting of
(Address)
REGISTER OF WILLS OF CUl~ERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
Richard C. Snelbaker
31~ dated December 13, 1969
~ a subscribing witness to the will presented herewith, ~l~a,5 being duly qualified according to
he was
law, depose(s) and say(s) that present and saw
Helen J. Weigel ,
the testat-r-i~ , sign the same and that he signed as a witness at the
request of testat rix in hiS presence and {~[XK~L~~resence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this 17~h day of k.._ Rick.~.g,l~ct ~. 5nelbaker
(Name)
Z March 20'03 19~a~9~_~ 44 West Main Street, Mechanicsbur~, PA 17055
~ - ~'-'~ . (Address)
/ - Notary ~lic
(Name)
i ~ Nota~ S~at [ (Address)
Su~m L. Zych, No~y Public
M~chanics .bu~ Bom, Cuw,~:~'land Cot~y I
... ~ Com.m.:s~:on .Ex,res .NOv. 24.. 2003 I
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of ,
codicil
testat__ of (one of the subscribing witnesses to) the will presented herewith and
codicil
that believes the signature on the will is in the handwriting of
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19__
Register
(Name)
(Address)
(Name)
(Address)
MARTSON ~ SNEL~BA}(ER
ATTORNEYS AT LAW
LAST WILL AND TESTAMENT
I, HELEN J. WEIGEL, of the Borough of Mechanicsburg, County
of Cumberland and Commonwealth of Pennsylvania, being of sound
and disposing mind, memory and understanding, do make, publish
and declare this as and for my Last Will and Testament, hereby
revoking and making void all former wills and codicils by me
at any time heretofore made.
FIRST. I order and direct that all my just debts and
funeral expenses be paid by my Executor, hereinafter named,
as soon as conveniently may be done after my decease.
SECOND. I give, devise and bequeath all the rest, residue
and remainder of my Estate, real, personal and mixed, whatsoever
and wheresoever situated, unto my husband, JOHN H. WEIGEL, JR.,
absolutely and in fee simple, if he survives meo
THIRD. If my husband, JOHN H. WEIGEL, JR o, does not survive
me, then and in that event, I give, devise and bequeath my entire
said estate unto my son, JOHN H. WEIGEL,III, absolutely and
in fee simple.
Should my said son, JOHN H. WEIGEL, III, predecease me
and leave lawful issue to survive him, I order and direct that
the interest in my Estate which my said son would have received
had he survived me shall be distributed unto the lawful issue
of my said son by representation per stirpes.
FOURTH. I nominate, constitute and appoint THE FIRST BANK
AND TRUST COMPANY OF MECHANICSBURG, PENNSYLVANIA, to be the
J~ARTSON ~ SNELBAKER
ATTORNEYS AT LAW
Guardian of any property which passes under this, my Last Will
and Testament, to a minor or other legally incompetent bene-
ficiary, such guardian to serve during the minority or other
incompetency of the beneficiary.
LASTLY. I nominate, constitute and appoint my husband,
JO~N H. WEIGEL, JR., to be the Executor of this, my Last Will
and Testament, but if my said husband should fail to qualify
as such Executor or cease so to serve, then and in that event, I
nominate, constitute and appoint my son, JOHN H. WEIGEL,~ III, to
be the Executor hereof, each to serve without bond° Should both
my said husband and son fail to qualify as my personal represent-
ative hereunder and should they cease so to serve, then and in
that event, I nominate, constitute and appoint THE FIRST BANK
AND TRUST COMPANY OF MECHANICSBURG, PENNSYLVANIA, to be the
Executor hereof.
IN WITNESS WHEREOF, I, HELEN J. WEIGEL, have hereunto set
my hand and seal to this, my Last Will and Testament which
consists of two (2) typewritten pages to each of which I have
affixed my signature this /3 ~
day of December, A. D., One
Thousand Nine Hundred Sixty-nine (1969).
. (SEAL)
The preceding instrument, consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testatrix, was on the date thereof signed, sealed, published and
declared by HELEN J. WEIGEL, the Testatrix therein named, as
and for her Last Will and Testament, in the presence of us, who,
at her request, in her presence, ~d"'~'~-'~e ~r.~n~e--of each
other, have subscribed our names"~s witn~s/s~s he, to. ?
HELEN J. WEIGEL
LAW OFFICES
44 WEST MAIN STREET
MECHANICSBUR.G, PENNSYLVANIA 1705.5
Name of Decedent:
Date of Death:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Will No. .~2. ff)O ~ -" 0'I0 ~ D ~
Admin. No.
To the Register:
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 __]~t/~, /4 2~0~ '~ :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Address
Capacity: X Personal Representative
Counsel for personal representative
Law Offices of
Craig A. Diehl
3464 Trindle Road
Camp Hill, Pennsylvania 17011-4436
Telephone (717) 763-7613
Telecopier (717) 763-8293
Craig A. Diehl, Esquire, C.P.A.
Linda A. Clotfelter, Esquire
In Spring Grove, Pennsylvania
119 West Hanover Street
Spring Grove, PA 17362
Telephone: (717) 225-1929
October 28, 2003
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Helen J. Weigel; No. 21-03-00203
Dear Representative:
Please find enclosed herewith the following items for filing with your office:
2.
3.
4.
5.
Original and two copies of the Inheritance Tax Return;
Filing fee in the amount of $15.00 (check # 131 );
Inheritance tax payment in the amount of $2021.09 (check #128);
Original and one copy of the Family Settlement and Final Release; and
Filing fee in the amount of $17.00 (check #132).
Kindly return a time-stamped copy of each document along with payment receipts to our
office in the enclosed envelope. Thank you for your attention to this matter.
Sincerely, ....... ~
Helen E. Rasmussen, Legal Assistant
/her
Enclosures
REV-15~0 EX (6-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
WEIGEL, HELEN J.
DATE OF DEATH (MM-DD-YEAR) DATE Of BIRTH (MM-DO-YEAR)
02-11-2003 11-28-1912
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
iX I 1. Original Return
[-~4. Limited Estate
~---~6. Decedent Died Testate (Attach copy of Will)
r-~9. Litigation Proceeds Received
FILE NUMBER
2 1
COUNTY CODE
OFFICIAL USE ONLY
-- 0 3 0 02 03
YEAR NUMBER
SOCIAL SECURITY NUMBER
203-10-7028
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
I I 2. Supplemental Return [~ 3. Remainder Return (date of death prior to 12-13-82)
[~] 4a. Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required
[----~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) i 8. Total Number of Safe Deposit Boxes
E~]10. Spousal Poverty Credit (date of death between 12-3~-9t and 1-t-95) ~ 1 1. Election to tax under Sec. 9113(A)(Attach Sch O)
THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE: DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
CRAIG A. DIEHLr ESQUIRE, C.P.A.
FIRM NAME (If Applicable)
LAW OFFICES OF CRAIG A. DIEHL
TELEPHONE NUMBER
(717) 763-7613
3464 TRINDLE ROAD
CAMP HILL, PA 17011-4436
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
~-~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedulel) (10)
1 1 Total Deductions (total Lines 9 & 10)
2. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
.oo
10,598.27
49,252.65
.0o
OFFICIAL USE ONLY
(8)
8,585.26
59,850.92
6,352.59
(11)
(12)
14r937.85
44,913.07
(13)
.o0
14. Net Value Subjectto Tax (Line 12 minus Line 13)
(14)
44,913.07
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15I Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
1 7. Amount of Line 14 taxable at sibling rate
8. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
· 00 x.0 0 (15)
44,913· 07 x.0 45 (16)
· O0 x .12 (17)
· O0 x.t5 (18)
(19)
.00
2,021.09
.00
.00
2,021.09
> > BE SURE TO ;ANSWER;ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
17 WEST FACTORY STREET
CITY
MECHANICSBURG
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
.00
.00
.00
.00
.00
Interest/Penalty if applicable D. Interest
E. Penalty
J STATE ZIP
PA 17055
Total Credits (A + B + C) (2)
Total Interest/Penalty (D + E) (3)
(1) 2,021.09
4. If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(4)
5. If Line I + Line 3 is greater than Line 2, enter the difference· This is the TAX DUE.
(5) 2,021.09
A. Enter the interest on the tax due.
(5A) .00
B. Enter the total of Line 5 + 5A, This is the BALANCE DUE. (5B) 2 ¢ 021.09
~ .......... ~,~ .......... ~ ....... ,'~, _ ~a_ke, Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
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; ......... r~ r'~
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? ............................ ~] r~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? [----J [~
//~decedent own an Individual Retirement Account, annuity, or other non-probate property which
' con't~ns a benef, iary designation? ................. ~ ~
~NSWER TO ~Y OF TH ~BOVE QUESTIONS IS YES, YOU MUST COMPLEfE'S~I~dD~I'E'G'A~I[~ I~ll'E'lf ~RT O~"E RETURN.
~3f perjury, I declare t'h~t I hav~ e: rnl~ed this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correc and complete.
~parer other than the p%l~sonal rE
I~R~N RESPONSIB~ FOF 'es~ntat,ve is I~ased on all information of which preparer has any knowledge.
.G RETURN DATE
FARE.~OU'S~. LA_N-gr H~T.STOWN¢ PA [7036
IF THE
Under penal
Declaration (
SIGNATURE
ADDRESS
559
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
· °ATE/
e,,,,4
ADDRESS ~ ..... ' 0 '- ' - ' I
3464 TRII,,I-D'r,w. ROAD~ CAMP HTT.T.r PA [701[-4436
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. § 9916 (a) (1.1) (i)].
For dates of death on or after Jan uary 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. § 9116(a)(1.2)].
The tax rate imposed on the net value of transfers to orfor 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 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.
2w4646 1.000
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
HELEN J. WEIGEL 21-03-00203
Include the proceeds of litigation and the date the proceeds were received by the estate.
NI property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBEE
2.
3.
4.
5.
6.
7.
8.
9.
10.
DESCRIPTION
CITIZENS BANK - CHECKING ACCOUNT NO.
FURNITURE AND HOUSEHOLD GOODS
COSTUME JEWELRY
LAWN MOWERAND GARDEN TOOLS
CLOTHING
SALT & PEPPER COLLECTION
REFUND: BLUE SHIELD - HEALTH
REFUND: ERIE - HOMEOWNERS INSURANCE
PROPERTY TAX REBATE
CITIZENS SECURITY LIFE INSURANCE CO.
6100702278
INSURANCE PREMIUM
- PREPAID FUNERAL ACCOUNT
TOTAL (Also enter on line 5, Recapitulation)
(if more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
2,527.27
200.00
50.00
10.00
50.00
100.00
122.00
168.00
500.00
6,871.00
$ 10,598.27
2W46AD 3.000
REV-1509 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
HELEN J. WEIGEL 21-03-00203
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. JOHN H. WEIGEL III SON
559 FARMHOUSE LANE
HUMMELSTOWN, PA 17036
JOINTLY-OWNED PROPERTY:
L~,,~ DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT NL~aeR OR ~MILAR IDENTIFYING NUMBER, ATTACH DEED FOR
JOINTLy-I-ElD REAL ESTATE VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. 11/17/1992 REAL ESTATE SITUATE AT 98,505.30 50.0 49,252.65
17 WEST FACTORY STREET,
MECHANICSBURG, PA 17055
CUMBERLAND COUNTY, PA
(SEE ATTACHED ASSESSMENT)
$97,530.00 x 1.01 COMMON
LEVEL RATIO
TOTAL (Also enter on line 6, Recapitulation) ~ $ 4 9,252.65
2W46AE 3 000 (If more space is needed, insert additional sheets of the same size)
REV-151~ EX + (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HELEN J. WEIGEL 21-03-00203
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
8.
9.
10.
DESCRIPTION
FUNERAL EXPENSES:
MYERS FUNERAL HOME - FUNERAL BILL
THE SODA JERK - FUNERAL LUNCHEON CATERING
ST. MARK'S LUTHERAN CHURCH, MECHANICSBURG - RENTAL OF
FACILITIES FOR FUNERAL LUNCHEON
JAMES R. GINGRICH MEMORIALS - TOMBSTONE ENGRAVING
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
Attorney Fees - LAW OFFICES OF CRAIG A. DIEHL
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State __ Zip
Relationship of Claimant to Decedent
Probate Fees
REGISTER OF WILLS, CUMBERLAND COUNTY
Accountant's Fees
Tax Return Preparer's Fees
CUMBERLAND LAW JOURNAL - ESTATE ADVERTISEMENT
THE SENTINEL - ESTATE ADVERTISEMENT
LAW OFFICES OF CRAIG A. DIEHL - CERTIFIED MAIL FEE FOR
DEPT. OF PUBLIC WELFARE LETTER
REGISTER OF WILLS, CUHBE~ COUNTY - FILING FEE FOR
PENNSYLVANIA INHERITANCE TAX RETURN
ORPHANS' COURT, CUMBERLAND COUNTY - FILING FEE FOR FAMILY
SETTLEMENT AGREEMENT
JOHN H. WEIGEL III, EXECUTOR - MILEAGE REIMBURSEMENT
(264 MILES @ $0.36/MILE)
TOTAL (Also enter on line 9, Recapitulation) $
AMOUNT
6,871.00
485.27
100.00
225.00
500.00
92.00
75.00
105.53
4.42
15.00
17.00
95.04
8r585.26
2W46AG3000 (Ifmorespaceisneeded, inse~additionalsheetsofthesamesize)
REV-1512 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
HELEN J. WEIGEL 21-03-00203
Include unreimbursed medical expenses.
ITEM
NUMBER
2.
3.
4.
5.
6.
7.
DESCRIPTION
MASONIC HOMES - HOSPITAL STAY
JOHN H. WEIGEL III - LOAN
UGI - GAS BILL
PP&L - ELECTRIC BILL
DORIS BOYER - BEAUTICIAN
HERSHEY LTC PHARMACY - PHARMACY BILL
UNITED WATER - WATER BILL
TOTAL (Also enter on line 10, Recapitulation
VALUE AT DATE
OF DEATH
1,542.00
4,582.06
11.50
32.79
56.00
104.36
23.88
6~352.59
2W46AH 3000 (If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
HELEN J. W-EIGEL
FILE NUMBER
21-03-0020:
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
JOHN H. WEIGEL III
559 FARMHOUSE LANE
HUI~ViELS TOWN, PA 17036
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
SON
AMOUNT OR SHARE
OF'ESTATE
100% OF ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DIS] HIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
$
2W46AI 2.000 (If more space is needed, insert additional sheets of the same size)
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District_Number '~ 9
Parcel_Identifier ~19-22-0519-084
Map_Suffix_Number
House_Number 17
Direction W
Street FACTORY STREET
Owner_Name_l WEIGEL, JOHN H Iii
Owner_Name_2 (~ ERMA M WEIGEL
Land_Use_Code RA
Property_Description
Living_Area '1948
Current_Land_Value
Current_Improvement_Value 84~20
Current_Total_Value 97530
Current_Preferred_Value
Acreage ,
CleanGreen_Status
Taxable_or_Exempt
Sale_Amount
Sale_Month 03
Sale_Day '~ 7
Sale_Century
Sale_Year 03
Deed_Book_and_Page
Year_Built 1 ~0
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http://205.247.227.59:591/FMRes/FMPro?-db=public%20tax%20file%2010-1-03.fp5&-op= 10/20/2003
LAST WILL AND TESTAMENT
I, HELEN J. WEIGEL, of the Borough of Mechanicsburg, County
of Cumberland and Commonwealth of Pennsylvania, being of sound
and disposing mind, memory and understanding, do make, publish
and declare this as and for my Last Will and Testament, hereby
revoking and making void all former wills and codicils by me
at any time heretofore made.
FIRST. I order and direct that all my just debts and
funeral expenses be paid by my Executor, hereinafter named,
as soon as conveniently may be done after my decease.
SECOND. I give, devise and bequeath all the rest, residue
and remainder of my Estate, real, personal and mixed, whatsoever
and wheresoever situated, unto my husband, JO!~l H. WEIGEL, JR.,
absolutely and in fee simple, if he survives me.
THIRD. If my husband, JOHlq H. WEIGEL, u-R., does not survive
me, then and in that event, I give, devise and bequeath my entire
said estate unto my son, JOHN H. WEIGEL, III, absolutely and
in fee simple.
Should my said son, JOHI~ H. WEIGEL, III, predecease me
and leave lawful issue to survive him, I order and direct that
the interest in my Estate which my said son would have received
had he survived me shall be distributed unto the lawful issue
of my said son by representation per stirpes.
FOURTH. I nominate, constitute and appoint THE FIRST BANK
AND TRUST COMPANY OF MECHANICSBURG, PENNSYLVANIA, to be the
Guardian of any property which passes under this, my Last Will
and Testament, to a minor or other legally incompetent bene-
ficiary, such guardian to serve during the minority or other
incompetency of the beneficiary.
LASTLY. I nominate, constitute and appoint my husband,
JOH~ H. WEIGEL, JR., to be the Executor of this, my Last Will
and Testament, but if my said husband should fail to qualify
as such Executor or cease so to serve, then and in that event, I
nominate, constitute and appoint my son, JOHN H. WEIGEL,, III, to
be the Executor hereof, each to serve without bond. Should both
my said husband and son fail to qualify as my personal represent-
ative hereunder and should they cease so to Serve, then and in
that event, I nominate, constitute and appoint THE FIRST BANK
AND TRUST COMPANY OF MECHANICSBURG, PENNSYLVANIA, to be the
Executor hereof.
IN WITNESS WHEREOF, I~ HELEN J. WEIGEL, have hereunto set
my hand and seal to this, my Last Will and Testament which
consists of two (2) typewritten pages to each of which I have
affixed my signature this /"3 ~ day of December, A. D., One
Thousand Nine Hundred Sixty-nine (1969).
(SEAL)
The preceding instrument, consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testatrix, was on the date thereof signed, sealed, published and
declared by HELEN J. WEIGEL, ~e Testatrix therein named, as
and for her Last Will and Testament, in the presence of us, who,
at her request, in her presence, ~nd~T~-~t~e p~.~en~e-of each
other, have subscribed our names "as witn~s,~'s he,to.,3
TO:
LAW OFFICES OF CRAIG A. DIEHL
3464 TRINDLE ROAD
CAMP HILL, PA 17011-4436
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
ONE COURTHOUSE SQUARE
CARLISLE PA 17013
FAMILY SETTLEMENT AND FINAL RELEASE
IN THE
ESTATE OF HELEN J. VOglGEL
KNOW ALL MEN BY THESE PRESENTS, THAT WHEREAS, Helen J. Weigel, late
of Mechanicsburg Borough, Cumberland County, Pennsylvania, deceased, died on February 11,
2003, having first made her Last Will and Testament, which was duly executed on December 13,
1969, and is duly recorded in Cumberland County, Pennsylvania, Estate No. 21-03-00203.
WHEREAS, the said Helen J. Weigel, by the aforesaid Last Will and Testament, named
John H. Weigel III as Executor of said Last Will and Testament;
WHEREAS, the said personal representative has gathered the assets of the estate of the said
decedent and the assets consist of real and personal property to a total value of $109,103.57, as set
forth in Exhibit "A", which is a statement of account of the said personal representative, and which
is attached hereto and made a part hereof, and marked Exhibit "A";
WHEREAS, the debts and deductions, including the payment of inheritance tax in the said
estate, amount to $16,958.94, leaving a balance for distribution of $92,144.63, also as set forth in
the statement of the said personal representative, which is attached hereto and made a part hereof,
and marked Exhibit "B";
NOW THEREFORE, KNOW YE, that I, John H. Weigel III, being the heir under the Last
Will and Testament of the said decedent, and being the person entitled to inherit under said Last Will
and Testament, do hereby acknowledge that I have this day had and received from the aforesaid
personal representative, in full satisfaction and payment of all sum or sums of money, legacies,
bequests, and devises as are given, devised and bequeathed to me by the said Last Will and
Testament, which amount I have received this day, and which is the amount set opposite my name
in the table and schedule of distribution in said statement attached hereto and marked Exhibit "C";
AND, I do hereby stipulate that in order to avoid the expense and time involved in the filing
of a formal account and schedule of distribution, I agree that no account is necessary and I hereby
agree and consent to distribution being made without the filing of an account and schedule of
distribution, the same to be with the same force and effect as if it had been filed and confirmed by
the Orphans' Court Division of the Court of Common Pleas of Cumberland County.
THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said
personal representative, his heirs, executors, administrators and assigns, of and from the said estate
and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever,
touching upon the estate of said decedent, and I do further hereby covenant and agree that I will
which may be successfully prosecuted against the said estate or the aforesaid personal representative
after the signing, sealing and delivery of this family settlement agreement and final release.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of
,2003.
WITNESS:
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND :
SS.
On this 6~ ~ 5~dayof ~O'~J°'c''r~ ,2003, before me, the undersigned officer,
personally appeared John H. Weigel III, known to me (or satisfactorily proven) to be the individual
whose name is subscribed to the foregoing instrument, and acknowledged that he executed the same
for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
COMMONWEALTH (~]: I~afl~ISYLVANI^
Notarial Seal
Helen E. Raamuuen, Notluy Public
Camp Hill Bom, Cumberland County
My Commiuion Expires Aug 2. 200?
Member, Pann~y~tanla A~aoetalton of Notaflea
FIRST AND FINAL ACCOUNT OF THE
ESTATE OF HELEN J. WEIGEL
LATE OF MECHANICSBURG BOROUGH,
CUMBERLAND COUNTY, PENNSYLVANIA
DATE OF DEATH: FEBRUARY 11, 2003
PRINCIPAL ACCOUNT
DEBITS:
Your Accountant charges himself with the following:
Real Property
1. Real Estate Situate at: 17 W. Factory St., Mechanicsburg, PA 17055
Personal Property
2. Checking Account - Citizens Bank Account No. 6100702278
3. Furniture and Household Goods
4. Costume Jewelry
5. Lawn Mower and Garden Tools
6. Clothing
7. Salt & Pepper Collection
8. Refund: Blue Shield - Health Insurance Premium
9. Refund: Erie - Homeowners Insurance
Value
$98,505.30
$2,527.27
$2OO.OO
$5O.OO
$10.00
$5O.OO
$100.00
$122.00
$168.00
EXHIBIT "A"
DEBITS (continued)
10.
11.
Personal Property (continued)
Property Tax Rebate
Citizens Security Life Insurance Co. - Prepaid Funeral Account
Value
$500.00
$6,871.00
TOTAL PRINCIPAL DEBITS
$109,103.57
EXHIBIT "A"
CREDITS
Your Accountant asks credit for payments made from Principal Account as follows:
Description
Myers Funeral Home - Funeral Bill
The Soda Jerk - Funeral Luncheon Catering
St. Mark's Lutheran Church, Mechanicsburg - Rental of Facilities for
Funeral Luncheon
James R. Gingrich Memorials - Tombstone Engraving
Law Offices of Craig A. Diehl - Attorney Fees
Register of Wills, Cumberland County
Cumberland Law Journal - Estate Advertisement
The Sentinel - Estate Advertisement
Law Offices of Craig A. Diehl - Certified Mail Fee for Dept. of Public
Welfare Letter
Register of Wills, Cumberland County - Filing Fee for Pennsylvania
Inheritance Tax Return
Orphans' Court, Cumberland County - Filing Fee for Family Settlement Agmt.
John H. Weigel III, Executor - Mileage Reimbursement (264 miles ~ $0.36/mile)
Masonic Homes - Hospital Stay
John H. Weigel III - Loan
Amount
$6,871.00
$485.27
$100.00
$225.00
$5OO.OO
$92.O0
$75.00
$105.53
$4.42
$15.00
$17.00
$95.O4
$1,542.00
$4,582.06
EXHIBIT "B"
CREDITS (continued)
Description
UGI - Gas Bill
PP&L - Electric Bill
Doris Boyer - Beautician
Hershey LTC Pharmacy - Pharmacy Bill
United Water - Water Bill
Register of Wills, Agent - Pennsylvania Inheritance Tax Payment
Amount
$11.50
$32.79
$56.00
$104.36
$23.88
$2,021.09
TOTAL PRINCIPAL CREDITS
$16,958.94
EXHIBIT "B"
RECAPITULATION
Principal Debits
Principal Credits
$109,103.57
-$16,958.94
TOTAL AMOUNT TO BE DISTRIBUTED
$92,144.63
EXHIBIT "B"
PROPOSED DISTRIBUTION
The Personal Representative proposes distribution of the Total Balance for Distribution to the
following heir as described:
John H. Weigel III
559 Farmhouse Lane
Hummelstown, PA 17036
100% of Rest, Residue and
Remainder of Estate
$92,144.63
TOTAL DISTRIBUTED
$92,144.63
EXHIBIT "C"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
0031 82
DEIHL CRAIG A ESQUIRE
3464 TRINDLE ROAD
CAMP HILL, PA 17011-4436
........ fold
ESTATE INFORMATION: SSN: 203-10-7028
FILE NUMBER: 21 03-0203
DECEDENT NAME: WEIGEL HELEN J
DATE OF PAYMENT: 10/30/2003
POSTMARK DATE: 1 0/29/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 02/1 1/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $2,021.09
TOTAL AMOUNT PAID:
$2,021.09
REMARKS: JOHN HWEIGELIII C/O
CRAIG A DEIHL ESQUIRE CPA
SEAL
CHECK//128
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-t547 EX AFP (01-05)
CRAIG A DIEHL ESQ
C A DIEHL LAW OFFICES :
5464 TRINDLE RD
CAMP HILL PA 1701
DATE 12-22-2005
ESTATE OF NE[GEL
DATE OF DEATH 02-11-2005
FILE NUMBER 21 05-0205
COUNTY CUMBERLAND
ACN 101
Amount Remitted
HELEN J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO=
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NEIGEL HELEN J FILE NO. 21 05-0205 ACN 101 DATE 12-22-2005
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNXNG FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Real Estate (Schedule A}
2 Stocks and Bonds CSchedule B}
$ Closely Held Stock/Partnership Interest CSchedule C}
Mortgages/Notes Receivable (Schedule D}
5 Cash/Bank Deposits/Misc. Personal Property (Schedule E}
6 Jointly Owned Property (Schedule F}
7 Transfers CSchedule G}
8 Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS=
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H}
10. Debts/Mortgage Liabilities/Liens ¢Schedule I}
11. Total Deductions
12. Net Value of Tax Return
c1}
10~598.27
49t252.65
.00
· 00 NOTE: To insure proper
· 00 credit to your account,
· 00 submit the upper portion
.00 of this form with your
tax payment.
C9)
8,585.26
cio}
6t552.59
c~z} 1~.9~7.R~
C123 44,915.07
15.
1~.
NOTE=
ASSESSMENT OF TAX:
15. Amount of Line 1~, at Spousal rate
16. Amount of Line l~, taxable at Lineal/Class A rate
17. Amount of Line 1~ at Sibling rate
18. Amount of Line 1~, taxable at Collateral/Class B rate
19. Princt=al Tax Due
TAX CREDITS
PAYHENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID
10-29-2005 CD005182 . O0
reflect figures that include the total of ALL returns assessed to date.
c~5} .00 x O0 =
c].~} 44,915.07 x 045=
c[7} .00 x 12 =
cia} .00 x 15 =
C19)=
AMOUNT PAID
2,021.09
Charitable/Governmental Bequests; Non-elected 9115 Trusts CSchedule J}
Net Value of Estate Sub~ect to Tax (l~} 44,915.07
If an assessment uas lssued previously, lines 14, 15 and/or 16, 17, 18 and 19
.00
.00
2,021.09
.00
.00
2,021.09
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
2,021.09
.00
.00
.00
C IF TOTAL DUE IS LESS THAN 91, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR}, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.}
59,850.92
RESERVATION:
PURPOSE OF
NOTICE=
PAYMENT=
REFUND CCR)=
OBJECTIONS=
ADMIN-
ISTRATIVE
CORRECTIONS=
DISCOUNT=
PENALTY=
INTEREST=
Estates of decedents dying on or before December i2, i982 -- if an~ future interest in the estate is transferred
in possession or enSoyment to Class B Ccollateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. C72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: R~S~'~R O~ NZLLS~ AG*I~I~IT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office
of the Register of Hills, any of the 25 Revenue District Offices, or b~ calling the special 24-hour
answering service for forms ordering= 1-800-562-2050; services for taxpayers with special hearing and / or
speaking needs= 1-800-447-5020 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax Cincluding discount or interest) as shown on this Notice must obSect within sixty (&O) days of receipt of
this Notice by=
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021,
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans° Court.
OR
Factual errors discovered on this assessment should be addressed in writing to= PA Department of Revenue,
Bureau of Individual Taxes, ATTN= Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone C717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" CREV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three C$) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allo~ed.
The 15% tax amnesty non-part/c/pat/on penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquencY, or nine (9) Ionths and one C1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, I982 bear interest at the rate of
six C&%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2005 are=
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Y, .000548 1987 9% .000247 1999 7% .000192
1985 16% .000458 1988-1991 11% .000501 2000 8% .000219
1984 11Y, .000501 1992 9% .000247 2001 9% .000247
1985 15% .000556 1995-199~ 7% .000192 2002 &% .000164
1986 IOY. . 000274 1995-1998 9% . 000247 2005 5% . 000157
--Interest is calculated as follows=
/NTEREST = BALANCE OF TAX UNPA/D X NUNBER OF DAYS DBLZNQUBNT X DAZL¥ ZNTE11BST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sho~n on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Helen J. Weigel
Date of Death: February
File No: 21-03-00203
11, 2003
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:
State whether administration of the estate is complete:
Yes X No
If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:
If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
bo
Did the personal representative state an account informally to the
parties in interest? Yes X No
Co
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.
Date:
January 13, 2004
Signatur~/
Craig A. Diehl, Esquire
Name (Please type or print)
3464 Trindle Rd.~ Camp Hill~ PA 17011-4436
Address
(717) 763-7613
Tel. No.
Capacity:
x
__Personal Representative
Counsel for Personal
Representative