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Home My WebLink About04-0800 Register of Wills of Cumberland PETITION FOR GRANT OF LETTERS Estate of Merle W. Weidner No. 2 1 - O L.{ _ Deceased Social Security No. Petitioner(s), who is/are 18 years of age or older, apply(les) for: County, Pennsylvania 240-20-8473 (COMPLETE "A' OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner is the executrix named in the Last Will of the Decedent, dated October 14, 1980 and codicil(s) dated State relevant circumstances, e.g. renunciation, death of Executor, etc. Except as follows Decedent did not marry, was not divorced, and did not have, ~ ,-~,,,~ ~--~'~-- --, ....... _~iI_':. .. · . ,~ ,.,,,,,., u~,~ u~ auuutuu u~[er-~'execu[Ion of the documents offered for probate; was not to victim of a killing and was never adjudicat~ incomp~nt B. Grant of Letters of Administration (d.b.n.c.t.a.: pendente lite; durante absenfia; Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and w:~.~,, ~,~.~,y~"rviv.~.~-- the ,u,, , ~'~"ow:n- spouse (if any) and heirs: Name Relationship Residence COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at Messiah Villaqe, 100 Mt. Allen Drive, Upper Allen Township (List street, number and municipality) Decedent, then 84 years of age, died August 19, 2004 at Messiah Villaqe (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ..................................................................... $ 250,000.00 (If not domiciled in PA) Personal property in Pennsylvania ..................................... $ (If not domiciled in PA) Personal property in County .................................................... $i Value of real estate in Pennsylvania ...................................................................................................................... $ 215,000.00 Tota~ ......................................................................... $ 465,000.00 Real Estate situated as follows: 73 Acres - 75 King Drive, Silver Sprinq Township, Cumberland County, PA Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the undersigned: T e_T_T_T~rinted name and residence LOIS M. SHIPMAN 2664 PINEWOOD ROAD LANCASTER, PA 17601-4865 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND · The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed Before me this ,~ ~,'~ day of LOIS M SHIPMAN - ' No. Estate of MERLE W. WEIDNER Social Security No: 240-20-8473 Date of Death: ~? ;::Deceased. i Au.qust 2004 AND NOW, ,2004, in consideration of the PeSOn on the revere.side hereon, satisfactory proof having been presented before me, ~:~: ?:~ ~ ..... IT IS DECREED that Letters Testamentary oo d.b.n.c.t.a.; pendente lite; durant~ absentla; durante mlnodtate are hereby granted to LOIS M. SHIPMAN in the above estate and that the instrument(s) dated October 14, 1980 described in the Petition be admitted to probate and filed of record as the last Will of the Decedent. FEES Letters ........................... $ Short Certificate(s) $ Renunciation .............. $ Affidavit ( ) .................. $ Extra Pages ( ) ....... $ Codicil ............................ $ JCP Fee ....................... $ Inventory ...................... $ Other. ............................. $ TOTAL ......... $ Register of Wills Attorney: C, Roy Weidner, Jr. I.D. No: 19530 Address: Johnson, Duffie, Stewart & Weidner, 301 Market Street, P.O. Box 109, Lemoyne, PA 17043- Yelephone: 717-761-4540 Register of Wills of Cumberland County, Pennsylvania OATH OF SUBSCRIBING WITNESS Estate of MERLE W. WEIDNER Also known as No. i~''~ Deceased C. Roy Weidner, Jr. and Lois M. Shipman ¥:, --' (each) a subscribing witness to the Will presented herewith, (each) being duly qualified according to law, deposes(s) and say(s) that they were present and saw the above Testatrix sign the same and that they signed as a witness at the request of Testatrix in her presence and in the presence of each other.. 2664 Pinewood Road, Lancaster, PA 17601-4865 301 Market Street, Lemoyne, PA 17043 (Address) Sworn to or affirmed and subscribed before me this ~4-h day of J~-~'S'lc- ,2004. s to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Registrar. The original certificate will be forwarded to the State Vital Records Office/'or permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 i052,9701 Local Registrar / uu 0 ZU04 No. _-'s ? te :- ~:: ' UF 0':, ,?~: COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH upper Allen ~-I.. Nesslah V~llage ne~ rllulling "1 lira ,m~ C~,le gr, lam pA/fl, i. I, MERLE W. WEIDNER, of Carlisle, Cumberland County, Pennsyl- vania, 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 all other testamentary dispositions heretofore made by me. ARTICLE I I direct the payment of my just debts and the expenses of my last illness and the disposition of my remains from my estate as soon after my death as conveniently may be done. All of the foregoing shall be considered expenses of the admin~rat~ of-i:!.? my estate. ARTICLE II Unto my daughter, LOIS M. SHIPMAN, of Lancaster, Penn~lva~i~a, I bequeath the following, together with the proceeds of an~~ insurance thereon: My Hummel and Redhead figurine collections, excepting the Rabbit Boy Hummel dish. B. My sterling silver tea service. C. My piano. D. Ail of my jewelry. E. My mink jacket. F. My marble top antique chest. ARTICLE III Unto my son, C. ROY WEIDNER JR., of Lower Allen Township, Pennsylvania, I bequeath the following, together with the proceeds of any insurance thereon: A. His father's oak rolltop desk. B. His father's antique wall clock which was formerly in his New Cumberland law office and is now in the basement study. C. His father's Old Crow chess piece liquor bottle collec- tion, Jim Beam bottles and other collectors liquor bottles. D. The memorabilia from his father's law practice and judgeship, including retirement gifts. E. His father's fishing rods and firearms, and other fishing, hunting and outdoor equipment. F. His father's hand and power tools. G. My chest of silverware. H. The hooked~rug depicting a tiger. I. My Rabbit Boy Hummel dish. ARTICLE IV I devise and bequeath all of the rest, residue and remainder of my estate, of whatever nature and wherever situate, together with the proceeds of any insurance thereon, unto such of my children as survive me, share and share alike. ARTICLE V I nominate my daughter, LOIS M. SHIPMAN, of Lancaster, - 2 - Pennsylvania, as Executrix of this, my Last Will and Testament. Should my daughter, LOIS M. SHIPMAN, fail to survive me or be unable or unwilling to act as Executrix, I nominate and appoint my son, C. ROY WEIDNER, JR., of Lower Allen Township, to act as Executor of this, my Last Will and Testament. ARTICLE VI I direct that my Executrix, or her successor, shall not be required to give bond for the faithful performance of their duties in any jurisdiction in which they may be called upon to act, insofar as I am able by law to do so. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /// day of ~ ~~ , 1980. Merle W. Weidner (SEAL) Signed, sealed, published and declared by the above-named Testatrix, MERLE W. WEIDNER, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. - 3 - CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: MERLE W. WEIDNER Date of Death: August 19, 2004 Will No.: 21-0400800 Admin. No.: To the Register: I certify that the Notice of Beneficial Interest 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 Au,qust 26, 2004 Name Address Lois M. Shipman, Beneficiary/Executrix 2664 Pinewood Road, Lancaster, PA 17601 C. Roy Weidner, Jr. 301 Market St., P. O. Box 109 Lemoyne, PA 17043-0109 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None. Date: September 21, 2004 GL:2H 22d3S ~0. Signature C. Roy Weidner, Jr., Attorney Johnson, Duffle, Stewart & Weidner Address 301 Market St. P. O. Box 109 Lemoyne, PA 17043-0109 Telephone: (717) 761-4540 Capacity: Personal Representative X Counsel for personal representative TO Register of Wills Office Cumberland County Courthouse I Courthouse Square Carlisle, PA 17013-3387 SUBJECT: Estate of Merle W. Weidner No. 21-04-00800 DOD: August 19, 2004 FROM JOHNSON, DUFFZE~ STEWART & WEI'DNER Attorneys at Law P.O. Box 109 Lemoyne, PA 17043 (717) 761~0 c5 ~ -~' Fax (717) '/~ 1-3015~-'' . DATE: November 12, 20~ Enclosed is a check in the amount of $20,000.00 as a payment on account of Inheritance Tax for the above-captioned Estate, being made within the 90 days to allow for the 5% discount. SIGNED: Cindy Hubler, Estate Le~lal Assistant 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 REV 1162 EX(11-96) NO. CD 004627 WEIDNER C ROY JR, ESQ. P. O. BOX 109 LEMOYNE, PA 17043 ESTATE INFORMATION: SSN: 240-20 8473 FILE NUMBER: 2104-0800 DECEDENT NAME: WEIDNER MERLE W DATE OF PAYMENT: 11 / 15/2004 POSTMARK DATE: 11/12/2004 COUNTY: CUMBERLAND DATE OF DEATH: 08/19/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $20,000.00 TOTAL AMOUNT PAID: $20,000.00 REMARKS: SEAL CHECK# 94 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~C~ ~o~o 0 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 WEIDNER C ROY JR, ESQ. P. O. BOX 109 LEMOYNE, PA 17043 ______u fold ESTATE INFORMATION: SSN: 240-20-8473 FILE NUMBER: 2104-0800 DECEDENT NAME: WEIDNER MERLE W DATE OF PAYMENT: 04/04/2005 POSTMARK DATE: 04/01/2005 COUNTY: CUMBERLAND DATE OF DEATH: 08/19/2004 NO. CD 005156 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,918.66 I I I I I I I I TOTAL AMOUNT PAID: $2,918.66 REMARKS: JOHNSON, DUFFIE ET AL CHECK# 502 SEAL INITIALS: RSK RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: JOHNSON DUFFIE S1EWART & WEIDNER 301 MARKET ST InvoiceN 0: Invoice Date: Estate of: Estate No: LE110Y1{E,PJ\170430109 Qty 1 Fee Description Additional Probate 35.00 $35.00 Fee Total Total: $35.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return. one copy of this invoice with your payment. Thank you. 288 4/4/2005 11erle W. Weidner 04-0800 R. Kelly Register of Wills of Cumberland County, Pennsylvania Estate of WEIDNER, MERLE W. No. 21 - 04 - 00800 Date of Death 8/19/2004 INVENTORY also known as , Deceased Social Security No. .'1 LOIS M. SHIPMAN c<} -- - ----.._-------- -~--'-'-~'-----' --------.- -----"------._____ ___ __ --J The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. IIWe understand that false statements herein are made sUbject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: Personal Representative C. ROY WEIDNER, JR.__ _ _ ___ __ Signature: '~lb.!...b:.L-~, ~'1l'-1- LOIS M. SHIPMAN 1.0. No.: 19530 Signature: Signature: Address: Address: 2664 PINEWOOD ROAD LANCASTER, PA 17601 301 Market St. Lemoyne, P A 17043-0109 Telephone: 717/761-4540 Telephone: (71'7)~~~4~}2-_ _ ___ Dated: 2/d D':;__. Personal Property 6 Shares - Frog, Switch & Manufacturing Company Present value unavailable - see copy of letter attached. 100.00 792 Shares - PNC Financial Corp. Common @) $53.67 per/share 42,506.64 Cabin contents - appraised value 380.00 Coins - appraised value (Copy of appraisal attached) 139.02 HighMark - health insurance refund 451.49 Cumberland County pension adjustment. 19.01 Waypoint Bank - Checking Account No. 100344456 Date of death balance, plus accrued interest. 32,163.56 (Attach additional sheets if necessary) Total Personal Property and Real Estate $501,679.45 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of WEIDNER, MERLE W. No. 21 - 04 - 00800 also known as Date of Death 8/19/2004 , Deceased Social Security No. 240-20-8473 Waypoint Bank - Certificate of Deposit No. 9600028831 Date of death balance, plus accrued interest. 50,023.42 Waypoint Bank - Certificate of Deposit No. 9600028832 Date of death balance, plus accrued interest. 150,121.31 Specific Bequest items - A,B,C,E,F, set forth under Article II of the Will- Adeemed 0.00 Specific Bequest items - Article II (D) of the Will- Jewelry - various pieces - (retained in decedent's safe deposit box) - Appraised value (copy of appraisal attached). 2,775.00 Specific Bequest items under Article III of the Will- Adeemed 0.00 Total Personal Property $278,679.45 2 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of WEIDNER, MERLE W. No. 21 - 04 - 00800 , Deceased Date of Death 8/19/2004 Social Security No. 240-20-8473 also known as Real Estate Real Estate - Known as No. 75 King Drive, Silver Spring Township, Cumberland County, PA - (Deed Book S, Volume 26, Page 716) Consisting of a Cabin and 73 acres (more of less) of timber land. Appraised Value - Cabin, Land and Timber. (Copy of appraisal attached.) 223,000.00 Total Real Estate $223,000.00 3 ~ -n -. -t !\. o - ~ en ~ e. - ~ ~.~~'c~n:.4.~ ~ ~t!,--f,,-r\..-'l.~ '. .i~: tt. t.. If , :,. .', ,.. '~ . ",",.-. ""n-~" . . .",. ""'i ':.c,'; (),'. '-4' 1.,~~ t-,,,,r. .. I ~" !g~ p. " ~ ~-- ~:-:\ j If \~I ~!i\', ~ ::,.'" ....0 00 t<1l _ 'S ~~~ \l~:\ s\ \> s ~~s ~\.~\. ~'\~~\.~" "t"3S ~\\~ V'\'\ \ w~ ~ '"::l~~ II OFFiCIAL USE ONL'{ ~ REV .1500 EX + {6-(0) '* REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT,280601 HARRI~URG, PA 17128-0601 21 04 L_~!lli~E_ _.. YEAR SOCIAL SECURITY NUMBER 00800 NUMBER ______. .__~__ DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) WEIDNER, MERLE W. 240-20-8473 .... z w c w u w c ~----_.__.__...._'-'--~-----'----'--'- DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 08/19/2004 08/07/1920 REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL) ~ 1. Original Return D w .... 0 4. Limited Estate 0 loI:~'" uD:loI: wo..CJ ~ 0 ",00 6. Decedent Died Testate (Attach copy uD:-' o..al of Will) 0.. <( 0 9. Litigation Proceeds Received 0 I o 3, Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required 1 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) 2, . Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between . COMPLETE MAILING ADDRESS 301 Market St. Lemoyne,PA 17043-0109 (1 ) 223,000.00 (2) 42,606.64 (3) None ------------------ (4) None -- ---- ~-- (5) 236,072.81 --- --------- (6) None (7) 63,016.13 (8) NAME C. ROY WEIDNER, JR. '.... "'z Ww D:c D:z 00 Uo.. FIRM NAME (If applicable) JOHNSON, DUFFIE, STEWART & WEIDNER TELEPHONE NUMBER 717/761-4540 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) z o >= ::s ::> .... ii: <( u W D: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) -....1. 564,695.58 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (9) (10) 21,329.07 - ------------ 10,671.28 11. Total Deductions (total Lines 9 & 10) (11 ) 32,000.35 532,695.23 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax(Line 12 minus Line 13) (13) (14) 532,695.23 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) --------- .----..------ z 532,695.23 .045 (16) 0 16. Amount of Line 14 taxable at lineal rate x >= ------ ;5 ::> (17) 0.. 17. Amount of Line 14 taxable at sibling rate x .12 ::;; 0 u x 18. Amount of Line 14 taxable at collateral rate (18) <( x .15 .... 19. Tax Due (19) 23,971.29 23,971.29 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Compfete Address: STREET ADDRESS MESSIAH VILLAGE 100 MT. ALLEN DR. CITY MECHANICSBURG i STATE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 23,971.29 20,000.00 1,052.63 Total Credits (A + B + C) (2) 21,052.63 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference.' This is theOVERPAYMENT (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (5B) 0.00 2,918.66 2,918.66 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;............................................................................. ~ I ~: ~::::~ ~h;e~;~:i:~~~s:~~;=s~~~. ~~.~I.I. ~~~. ~~~. :.~~:.~~~. .t.~~.~.~~~~~~.~. .O~.i~~ .i.~.~~~~~..............................~~::::::::::: ~~.'.'. 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?........................................................... ............................... no.................... 0 o ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death:?....... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.....,....................... __............................ n............................ --.................... ~ ~ o IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration pre~arer ()ther th-"~he!.~rsonal representative is based on all informationof which pre parer has <lilY knowl<=d~. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS ~:~:;i:~~~FO~~LI~G~\t ADDRESS [~~~~~lr~~~_~9~0~.. SIGNfillflklkR HER THAN REPRESENTATIVE---. -ADDRESS C. ROY WEIDNER, JR. DATE _~I'J:,(JD;; DATE . C!4~fJ~r DAft 1p 301 Market St. Lemoyne, PA 17043-0109 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. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statutedoes not exemDta 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. 99116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .S. 99116 1.2) [72 P.S. 99116 (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. 99116 (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. SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT 1._ - "-------------------- ESTATE OF WEIDNER, MERLE W. I FILE NUMBER 21 - 04 - 00800 All real property owned solely or as a tenant in common must be reported at fair market valmF.air market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. VALUE AT DATE OF DEATH 223,000.00 ITEM NUMBER 1 DESCRIPTION Real Estate - Known as No. 75 King Drive, Silver Spring Township, Cumberland County, PA - (Deed Book S, Volume 26, Page 716) Consisting ofa Cabin and 73 acres (more ofless) of timber land. Appraised Value - Cabin, Land and Timber. (Copy of appraisal attached.) TOTAL (Also enter on Line 1, Recapitulation) 223,000.00 RECEIVED NOV '0 2004 JOHNSON, DUFFIE STEWART AND WEIDNER APPRAISAL OF REAL PROPERTY LOCATED AT: 75 King Drive Silver Spring Township, Cumberland County Carlisle. PA 17013 FOR: Roy Weidner 301 Market Street, P. O. Box 109. Lemoyne, PA 17043-0109 AS OF: August 19, 2004; Date of Death of Merle W. Weidner BY: Pamela M. Reitenbach PA State Certified General Appraiser and Karen Carney PA State Certified General Appraiser L. G. CONNOR REAL ESTATE APPRAISERS, L TO Form GA 1 - "TOTAL for Windows" appraisal soltware by a la mode, inc. - 1-800-ALAMODE File No 04-543 November 9, 2004 L. G. Connor Real Estate Appraisers, L TO 2159 Market Street Camp Hill, PA 17011 C. Roy Weidner, Esquire Johnson, Duffie, Stewart & Weidner, PC 301 Market Street P. O. Box 109 Lemoyne, PA 17043-0109 RE: 75 King Drive, Silver Spring Township, Cumberland County, Carlisle, PA 17013 Dear Mr. Weidner: Pursuant to your request, we have prepared a COMPLETE SUMMARY LAND APPRAISAL REPORT of the above captioned property. The accompanying report is based on a site inspection, investigation of the subject neighborhood area of influence, and review of sales data for similar properties. This appraisal has been made with particular attention paid to applicable value influencing economic conditions and has been processed in accordance with nationally recognized appraisal guidelines. The retrospective market value opinion stated herein is as of the date of death of Merle W. Weidner on August 19, 2004; as stated in the body of the appraisal, and contingent upon the certification and limiting conditions attached. The purpose of this appraisal for estate settlement purposes. The date of inspection was October 7,2004. Please do not hesitate to contact me or any of my staff if we can be of additional service to you. Respectfully, / , i"it1lJ ~ ) iw:171A-/ Karen Darney / PA State Certified General Appraiser Form DCVR - "TOTAL for Windows" appraisal soltware by a la mode, inc. - 1-80Q-AlAMODE LAND APPRAISAL REPORT Borrower ~..._ Property Address 75 Ki!!f!.Drive _ City Carlts~___._ County Cumberland - Legal Description Deed Book 26S, Page 716 _ T~x Parcel # 38-04-O.~.69-005 Sale Price $ ~_ Date of Sale Ni\_ Loan Term(lji\._ yrs. Property Rights Appraised:x! Fee Actual Real Estate Taxes $.Addenda (yr) Loan charges to be paid by seller $ .NA,___Other sales concessions NA Lender/Client Hay Weidner Address 301 Market Street, p, O. Box 109, LemoYr:!"" PA.'i704:}~Q109 Occupant Recreational Appraiser Pamela M, Reitenbach _ Instructions to Appraiser Provide aI), "!Rinion of the retrospective market vaiue of the sub'ect ro ert as of the date of death of Merle W. Weidner on Au ust 19, 2004; for estate settlement ur oses. Location Urban Z Suburban Rural Built Up Over 75% X 25% to 75% Under 25% Growth Rate Fully Dev. Rapid ~ Steady Slow Property Values Increasing Z Stable Declining Demand/Supply , Shortage ~ In Balance Oversupply Marketing Time . Under 3 Mos. [;><:J 4-6 Mos. Over 6 Mos. Present Land Use ~% 1 Family -.-1% 2.4 Family ~% Apts. ~% Condo -.-1% Commercial 0% Industrial 10% Vacant % _ Change in Present Land Use ~"Not Likely ! Likely (*) (*) From __. ,_''._ To :x: Owner Tenant $ 60,000 to $ 300,000+ New yrs. to 100+ yrs. Census Tract Addenda File No. 04-543 Map Reference ~_,_ State~., Zip Code JlQl;3_._ Leasehoid Oe Minimis PUD U Taking Place (*) Employment Stability Convenience to Employment Convenience to Shopping Convenience to Schools Adequacy of Public Transportation Recreational Facilities Adequacy of Utilities Property Compatibility Protection from Detrimental Conditions Police and Fire Protection General Appearance of Properties Appeal fo Market Good Avg, .., X Z X ;X X ~ Z ... X -X X X X ,~ Fair Poor - - Predominant Occupancy Single Family Price Range Single Family Age -2.:L% Vacant Predominant Value $ 90___.~ Predominant Age --.-l.5 - 35 yrs. Comments including those factors, favorable or unfavorable, affecting marketability (e.g. pUblic parks, schools, view, noise): The subject has access to all neces~ su ortin faglW",-s including schools, public parks. transportation, Shopping and houses of worshJg. !"1!1'ploY[Tl!l-"t stat:li[ityJ!lugood due the state Ca itol in Harrisburg, the Navy Supply Depot In Mechanicsburg, the Army Supply Depot in New.<::\I!T1b!W~!)Q, a~ 1N,,,,II,,:ls th!l exp.a!1c:l,i!) west shore area, A 15-30+/- minute commute to em 10 ment and ma'or trans ortation is considered t ,ical for the area, See Addenda Dimensions Please see enclosed legal description 73.747 Acres Sq. Ft. or Acres , Comer Lot Zoning classification Conservation & Rural Residential Present Improvements X do __ do not confor;;; to zoning regulations Highest and best use Present use XOJ!1eU~pecitYl Seef.c:lde~da . ' Public Other (Describe) OFF SITE IMPROVEMENTS 1 Topo Rolling/incline to rear.. Wooded E Street Access [5<J Public '.J Private : Size Above averagE! for th", .!l~e.A_.. , .. u._,______ _ Surtace Macadam : Shape Irregular Private . Mainte~ance [8J P'!.i!'ic ~ Private! View Mountains and trees Private Storm Sewer i ,i Curb/Guller i Drainage Appears Adequate ..., Underground Elect. & Tel.: .-. Sidewalk CJStreetLights ,! Is the property located In a HUD Identlfled Special Flood Hazard Area? ~ No i_ Yes Comments (favorable or untavorable Including any apparent adverse easements, encroachments, or other adverse COndiflons~ The site is SUbject to standard ~a~f'I1.ents for ~leC!~i.9J,telephone, etc. There are no known or apparent adverse easements, encroachments, or conditions th~~9Uld negatively im act on the _'-:liIlue of the sublects marketabillty-,._l~~Addenda) E1ec. Gas Water San. Sewer ( The undersigned has recifed three recent sales of properties most simnar and proximate fo subject and has considered these In the market analysis. The descrJptlon includes a dollar adjustment retiecting market reacllon to those ifems of significant variation between the subject and comparable properties. if a significant ifem in the comparable property is superior to or more favorable than the subject property, a minus H adjustment is made thus reducing the indicated value of SUbject; IT a significant ifem in the comparable is inferior to or less favorable than the subject property, a plus (+) adjustment is made thus increasing the indicated value of the subject ITEM SUBJECTJ:8.QfER1Y_.~ COMPARABLE NO.J . COMPARABLE NO.2 Address 75 King Drive Three Turns Road High Mountain Road _.Car:!lsl",J'A .,. .. "",.. "., , w ~l'ensburg, PA Walnut BottomLPA !,ro~mltYtQ$ub'ect '~,r!1"'\1m'111'!:'l'l1l'it'iik;f!it~" 27.54 miles 21.86 Sal~s J',rice 2 7:;32 Price Acre ___ _ .pata Sourc~. - Date of Sale and _ Time Adjustment NA Locat&TL_ ~__. Avera e Site iew 73.747 AclMtns___;:1;3] _Ac~__ ,Eublic Road Utilities +273 Utili (To 0 ra h 1m rovements +419 Sales or Financing Concessions llll_4. 3,616 ~ Old ~ Did Not Physically Inspect Property LHRU MrrnMIO)ML nt:runl MARKET DATA ANALYSIS COMPARABLE _NO. 5 File No. 04-543 COMPARABLE NO. 6 $ L_ -T+(-)$ Adiust. +282 -704 +324 Pamela Retlenbach Form LND.(AC) - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800.ALAMODE 11/02/2004 06:24 717-921-8493 i!.!OODSg,I..<JILDLIr'E / EASON PAGE 51 . . WOODS & WiLDLIFE Working Togothar Timber Assessment La ndowner: Estate of Merle W. Weidner 75 Kind Drive,Silve,rSpring Twp. Property Location: Off Kings Drive Silver Springs Twp. . Cumberland Cct,PA . Prepared by: Jeff Eason Woods &.Wildlife Forestry 1023 Peter Mountain Road' Dauphin, PA,17018 1023 Peters Mountain Road .. Dauphin, PA 17018 · (717) 921-0170 11/02/2034 85:24 717-921-8493 IIJOODS,&I,<)lLDLI FE / EA50H PAGE 02 Acreaae: 73 total acres Stand#1 50 acres-Stand#2 20 (pond 3 acres) Topography: The property contains several trails that run all throughout it. These trails look to be old logging roads that were used when the property was last logged off. The property contains ridges and valleys with sloping terrain~ Stand#1- old fields that reverted to woods ...evidence of pasturing in past years. Ash trees are the predominate tree species in the 12"to 18" range. No harvesting I. rec;ommended at this time. Stand#2- mature timber in the 16"to 30" range. Tree species include; poplar, red oak, black oak, white oak, ash, and hickory. Trees have fallen down from the recent hurricane and could be salvaged. Value stand#2 $24,000 ESTATE OF SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT WEIDNER, MERLE W. FILE NUMBER ___ J 21 - 04 - 00800 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION UNIT VALUE I VALUE AT DATE OF DEATH I I 100.00 42,506.64 42,606.64 6 Shares - Frog, Switch & Manufacturing Company Present value unavailable - see copy of letter attached. 2 792 Shares - PNC Financial Corp. Common @ $53.67 per/share TOTAL (Also enter on line 2, Recapitulation) J!R~!t:t:~'&OJTjNJJ P.O. Box 70. Carlisle, PA 17013. (717) 243-2454. FAX (717) 243-1385 October 11,2004 ~ a Ra~ - Hays II 0~ ih ~~~"{ Board .((; Q ..,. ~ ~~& /1.5" ,~ '1>)'.<1'04' .~ )fA,' /,.. '1 ~1.;() ~I d t/:1(>~. 'A','''',;.:., '".~~:r\ (\ . '-;'[1'." .(/, ., ""-!'l~ CONFIDENTIAL Mr. C. Roy Weidner, Jr. Johnson, Duffie, Steward, and Weidner 301 Market Street P.O. Box 109 Lemoyne, PA 17043-0109 (~(Q)~tf Dear Mr. Weidner: I am in receipt of your letter to Rosalie Kerr of September 14, 2004. Currently the Company is undergoing hard times due to foreign competition and massive increases in raw materials and scrap because of high demand from China for these items. We have instituted some price increases and surcharges to meet this problem. Also, we are attempting some efficiency measures in the plant. However, thus far this has not brought about .,-.-nN.*'" positive results. In the meantime, we have offered the Company for sale in the hope that a buyer would have more cash available than we do, and might possibly head the Company to a profitable future. As to the value of your shares, it is extremely difficult to give a figure. The last shares that the Company bought in were at $200 per share on December 18, 2002. However, that figure should now be considered unreliable since the Company suffered significant operating losses in 2001, 2002, and 2003. We presently have a letter of intent to sell the Company and if the transaction appears likely to occur we should have more accurate information with respect to the value of the shares being determined by the sale. At the present time, we are not buying in shares and can recommend no buyer to you. We will keep you informed. ~:e/~= ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT WEIDNER, MERLE W. I FILE NUMBER , 21 - 04 - 00800 Include the proceeds of litigation and the date the proceeds were received by the estatEAII property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 380.00 Cabin contents - appraised value 2 Coins - appraised value (Copy of appraisal attached) 139.02 3 HighMark - health insurance refund 451.49 4 Cumberland County pension adjustment. 19.01 5 Waypoint Bank - Checking Account No. 100344456 Date of death balance, plus accrued interest. 32,163.56 6 Waypoint Bank - Certificate of Deposit No. 9600028831 Date of death balance, plus accrued interest. 50,023.42 7 Waypoint Bank - Certificate of Deposit No. 9600028832 Date of death balance, plus accrued interest. 150,121.31 8 Specific Bequest items - A,B,C,E,F, set forth under Article II of the Will- Adeemed 0.00 9 Specific Bequest items - Article II (D) of the Will- Jewelry - various pieces - (retained in decedent's safe deposit box) - Appraised value (copy of appraisal attached). 2,775.00 10 Specific Bequest items under Article III of the Will - Adeemed 0.00 -, - --,-,-- - TOTAL (Also enter on Line 5, Recapitulation) 236,072.81 Security Rare Coins #506 Purveyors of u.s. and Foreign Coins Gold and Silver Bars Bulk Silver Coin Metal Detectors Fine Jewelry 1513 Lititz Pike . Lancaster, PA 17601 (717) 291-9621 . 1-800-345-6481 Thomas F. Schell ~ekJ I (Y. E-~,\~ 4 ~<.. ,\c. w. ~,(. ~~"'~ ,- Date: 'S~ ~\< _ \........ \ $. ; "2..~t;,~ Recvd by: Approval: Payment 0 Cash o Check o Ck. # Type of Sale: o Show Type of ~etail Buyer 0 Wholesale Tax #: c:;9CStore Qty. Description Code Price ea. Amount CoiR~et DeaLer #PA-23 1CTl\ -------- RES ~FESSIONAL GRADING SBMCE AlI1lIOIIZED DE.WIl Art>! merchandise removed from our original holder Is considered sold and nan-retumable. Sub Ttl. Tax T etal Quantity TItle does not pass until paid In full. Total ~ \:, .:.k, MARK R. SHEELY JEWELRY & ENGRAVING, LLC 2025 MILLER RD. VILLAGE COMMON EAST PETERSBURG, PA 17520 (717) 569-8464 i' ,. 10-4-2004 APPRAISAL FOR: The Estate of Merle W. Weidner c/o Lois Shipman Lancaster, PA 17601 1. 14 Karat yellow-gold ladies peridot ring that is prong-set with a 8 x 6 millimeter oval faceted peridot. The inside ofthe ring is marked "14K". Value $50.00. 2. 14 Karat yellow-gold ladies coral and diamond ring that is prong-set with three 9 x 5 millimeter oval cabochon-style coral stones and two 2 millimeter round single-cut diamonds. Value $75.00. 3. 10 Karat yellow-gold ladies white spinel ring that is bezel-set with a 10 x 8 millimeter faceted white spinel stone. The inside of the ring is marked '~10K". Value $20.00. 4. 14 Karat yellow and white-gold ladies diamond engagement-style ring that is prong~set with a 0.10 carat European-cut diamond. The inside ofthe ring is marked, "14K". Value $75.00. 5. 14 Karat yellow and white-gold ladies diamond engagement-style ring that is prong.set with a 0.50 carat round brilliant-cut center diamond (estimated by formula). The diamond is VS2-SIl clarity, G.I color (provisional insofar as mounting permits inspection). The ring is also prong-set with two round brilliant-cut side diamonds. Value $550.00. 6. 14 Karat yellow-gold and palladium ring that is prong-set with a 10 x 8 millimeter simulated aquamarine stone. The inside of the ring is marked, "14K, Pall", Value $50.00. 7. 14 Karat rose-gold ladies nine millimeter wedding band style ring. Value $25.00. 8. 14 Karat yellow-gold ladies 2 1/2 millimeter wedding band style ring. Value $10.00. 9. Gold-electroplate (costwne jewelry) ladies ten millimeter floral design wedding band style ring. Value $5.00 I estimate the value( s) as listed above for estate purposes at the value that an individuaJ would expect to realize from their sale , excluding sales tax. In making this Appraisal I DO NOT agree to purchase or replace the above listed article(s). A stereo microscope model MS-l03, Ceres Czeckpoint diamond tester, Moissanite Terminator II moissanite tester and as-IS gold tester may have been used been used in making this appraisal. 10. 10 Karat yellow-gold pearl and spinel ring that is post set with a seven millimeter round cultured pearl. The ring is also prong-set with three 2 millimeter round faceted white spinel side stones. Value $30.00. 11. 14 Karat yellow-gold ladies link-style charm bracelet that also has twelve individual 14 karat yellow gold charms hanging from it. Value $225.00. 12. 18 Karat white-gold, 10 karat white-gold filled, and diamond ladies label "add-a-link" style bracelet that has seven main links, each bead-set with two round brilliant-cut diamonds 0.20 carat total weight (estimated by formula). There are also eight connecting links that are each bead-set with three round single-cut diamonds 0.05 carat. There is also a 10 karat white gold-filled snake chain that is shortened as each diamond link is added. The clasp is 10 white gold-filled also. Value $1,250.00. 13. One pair of 14 karat white gold and diamond ladies stud-style earrings, total diamond weight, 0.75 carat (estimated by formula). The diamonds are SIl-SI2 clarity, G-I color (provisional insomr as mounting permits inspection). The diamonds are prong-set into 14 karat white-gold four prong mountings. Value $400.00. 14. 30" Graduated simulated pearl (costume jewelry) ladies necklace. Value$10.00. I estimate the value( s) as listed above fur estate purposes at the value that an individual would expect to realize from their sale , excluding sales tax. In making this Appraisal I DO NOT agree to purchase or replace the above listed article(s). A stereo microscope model MS-103, Ceres Czeckpoint diamond tester, Moissanite Tenninator II moissanite tester and as-I8 gold tester may have been used been used in making this appraisal. Q- SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WEIDNER, MERLE W. FILE NUMBER 21 - 04 - 00800 ITEM NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. . -Include the name of th~t~~~~I:~~~~la?:n~i~~~e~~~~ and the date of transfer I DATE OF DESASTH 'I! -D~CO;'S I~XCLUSION TAXABLE VALUE Attach a copy of the deed for real estate VALUE OF A ET, I (IF APPLICABLE) . ! INTEREST ! 1 63,016.131 ! ! John Hancock Life Insurance Company Annuity - Contract Number GP07287209 Beneficiary: Estate of Merle W. Weidner 63,016.13 i TOTAL (Also enter on line 7, Recapitulation) I 63,016.13 John Hancock Life In,surance Company Insurance products are issued by: John Hancock Insurance Company John Hancock Variable Life Insurance Company (not licensed in New York) Life and Annuity Claim Services John Hancock Place Post Office Box 111 Boston, Massachusetts 02117 Phone: 1-800 732-5543 Fax: (617) 886-3119 e-mail:mmazer@jhancock.com 1"":-_"" '\ ~ '" ".. ,....' "\ir' I . " \ ! .I \ ;. f ~".- LJ November 30, 2004 Cynthia S Hubler Johnson, Duffie, Stewart & Weidner 301 Market St P.O. Box 109 Lemoyne, P A 17043 Re: Annuity # GP07287209 Annuitant: Merle W Weidner Dear Sir/Madam: We have received your inquiry regarding above annuity(ies). The following are the figures for Estate Tax Return(if any). Please consult your tax adviser: GP07287209 Date of Death Value 8/19/2004 $63,016.13 Thank you for your kind attention. Sincerely, Matthew Mazer, Claim Analyst Life & Annuity Claim Services SCHEDULE H FUNERAL EXPENSES & ADI\IIINISTRA1lVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 21 - 04 - 00800 WEIDNER, MERLE W. Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT -+-.------ FUNERAL EXPENSES: Myers-Harner Funeral Home, Inc. 8,412.00 2 West Shore Country Club - funeral luncheon 355.13 3 Rolling Green Cemetery - interment charges 895.00 4 Rolling Green Cemetery - Base and Marker 1,608.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid State Zip 2. Attorney's Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees Register of Wills - Cumberland Cunty 368.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Cumberland Law Journal - Legal Advertisement 75.00 2 The Patriot-News - Legal Advertisement 109.30 Total of Continuation Schedule(s) I --r--- . 9,506.64 21,329.07 TOTAL (Also enter on line 9, Recapitulation) .' ScheckJIe H Funeral Expenses & Pdninistrative Costs continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WEIDNER, MERLE W. I FILE NUMBER 21 - 04 - 00800 --r I ! 3 Chuck Bricker, Auctioneer - appraisal of Cabin contents. 60.00 4 Security Rare Coins - coin appraisal 15.00 5 Mark Sheeley - jewelry appraisal 127.20 6 Register of Wills - file Inventory and inheritance Tax Return 30.00 7 L. G. Connor - real estate appraisal 300.00 8 Woods & Wild Life - timber appraisal 250.00 9 Register of Wills - short certificates 6.00 10 C. 1. Junkins Associates, Inc. - Survey - 76 King Drive, Silver Spring Township (Deed dated 8/6/1976 - Book S, Volume 26, Page 716) to confirm missing corners and boundary lines due to the conveyance of the tract ofland to the United States of America for the Appalachian Trail expansion. (Deed dated 12/31/1986 - Deed Book L, Volume 32, Page 778). (Copy of statement attached). 8,568.44 11 Reserve for close-out costs 150.00 i I ~- Page 2 of Schedule H Licensed In: Pennsylvania Maryland c. "W: Junkins Associates, Inc. Surveyors · Cartographers · GIS Consultants Coventry Center 211 0 Fisher Road Mechanicsburg, PA 17055 Charles w: Junkins, R.S. Telephone (717) 697-8489. Fax (717) 697-2434 . March 23, 2005 C. Roy Weidner,Jr. Esquire Johnson,Duffie,Stewart and Weidner 301 Market Street P. O. Box 109 Lemoyne, PA. 17043-0109 STATEMENT Member: American Congress on ~ Surveying & Mapping /' ~~erican Society of '> Af4,? I-Q1pj;;gineers \.) J'(-'~~Z~80 J <'ODS ''''i~(J. , ~D IA '(J~};" ,V~..'I~ ""(04t~<9 \\ ."~- \:~ l F ~ ,\' U For Professional Services: RE: Roy Weidner Woodland Tract King Drive, Silver Spr Township, Cumberland County (Field Survey, prepare yey Plat) Invoice No. 8881181 Field Survey Crew: P.L.Surveyor: 4 hours Eng. Technician: 45 ho Direct Costs: Vehicle .~........ $5,225.00 . . . . . . . . . . $ 340.00 . . . . . . . . . $ 2 , 925 . 00 .37=.....$ 78.44 otal: $8,568.44 J e"", .L. I.:} U....; UV... "II'''''' ...... I II 11'1- L- ...J W. oJ '-' I I" ..L I 1-....1 r- . - Licensed In: c. ~ Junkins Associates, Inc. Surveyors. Cartographers · GIS Consultants Convener;' Center 550 Coventry Drive Mcchanicsburg, PA 17055-5122 Member: Pcnns,..lY~nj~ American Congress on Surveying & Mapping American Society of Highway Enb..;n~ers C]",rles W. Junkins, PLS. Telephone (717) 697-8489 . Fax (717) 697-2434 February 16,2005 Johnson Duffie Stewart and Weidner Attn: Ralph Wright, Esquire 301 Market Street P. 0> Box 109 Lemoyne, PA. 17043-0109 Re: Roy Weidner Woodland Tract King Drive, Silver Spring Township, Cumberland County Dear Mr. Wright: Pursuant to your request, I am pleased to offer our proposal for a boundary survey of the above referenced tract as follows: PROJECT SCOPE Survey will be limited to that parcel described in Deed of Clinton R. Weidner to Clinton R. Weidner and Merle W. Weidner dated August 6, 1976 and recorded in Deed Book S, Vol. 26, Page 716 of Cumberland County records, less that tract of land conveyed to the United States of America for the Appalachian Trail. SERVICES PROVIDED We will provide a boundary survey and plat of the property. The plat will show the significant planimetric features such as adjoining roads, limits of drives and parking areas, existing building and the surface area of the existing pond. Missing or obliterated comer markers will be replaced with 5/8" x 36" steel rebar pins, drill holes or "MAG" Nails, whichever is appropriate for the surface conditions. FEES For the above described services we will charge at the following rates: Professional Land Surveyor: Field Survey Crew (2 persons): Engineering Technician: $85.00 per hour $95.00 per hour $65.00 per hour Geographic Information Systems. Global Posicioning Surveys Property Surveys. Subdivisions. Geodetic Surveys. Photogrammetric Surveys. Control Survey:; Consrructioll Sun.cys . Topogrnphic Surveys. Railroads. Highways , ......j .... "'7" ~ - ....... - - . . ,- Johnson Duffie Stewart and Weidner Attn: Ralph Wright, Esquire February 16, 2005 Page two Graphics Technician: Concrete Monuments (when required) Vehicle mileage: $50.00 per hour $20.00 each plus labor to place $0.375 per mile I estimate that our charges for the work described will be approximately NINE THOUSAND DOLLARS ($9,000.00). SCHEDULE We can begin field surveys within two (2) weeks following receipt of notice to proceed. I estimate that the final plat will be completed and missing corners set within three (3) weeks following commencement of field work, providing snow does not exceed four (4) inches in depth. PAYMENT Payment in full will be due upon client's receipt of the invoice. Amounts unpaid after 30 days from invoice date will be assessed carrying charges of one percent per month (12 percent per annum). EXCLUSIONS Services not normally part of this class of survey Concrete monuments Environmental assessment services Contours and/or elevations Title and/or Easement Search Thank you for allowing us this opportunity. Sincerely, C. W. JUNKINS ASSOCIATES, I C. /~-f ~~ Charles W. Junkins, P.L.S., Pres. CWJ:cj -".~:""!.."'~~t....~.~'Y"l-~.m':~~ T~,~...,.-It~Tft__ ~"""'\.""Ill... ~......., .._7lF"lf....- l;1'p .,.,..~~~.~'JOf1I'I/""f...,...._~".'~(l;I~~.~ ........<...~...~,......-~~~.-.'. f I tf '\ c.... ".. .. - .. / I ! \ I t cQ; @ /9 '-..1 ~".\ ~. ..-' WARRANTY DEED THIS INDEN'l'ORE, made this 5/!f day of jRt!fI-l~ E7l.. 19~, by and between MERLE W. WEIDNER, unremarried widow, of 808 Stratford Drive, Carlisle, Pennsylvania 17013, hereinafter referred to as the GRANTOR and the UNITED STATES OF AMERICA, Washington, DC 20240, hereinafter referred to as the GRANTEE. ~ 'i \ .-j .'., 0 ;; -:t If'\ I C"ol ~ , . " 00 ~ I-l f ~ .0 ~ III ~ ..-4 l .j.J I-l f ~ I . co 0 I 0\ ( >: 0 !Xl 0 p... . OJ U ..-4 :> I-l <II en ..It: I-l t1l p... ~ t1l ~ 0 ..-4 .j.J t1l Z 0 E-< ~ :::> E-< gz c:> w ~ 0 u gz ffi ~ WITNESSETH: WHEREAS, the National Trails System Act, Public Law 90-543 (82 Stat. 919), as amended, hereinafter referred to as the ACT, designated the Appalachian National Scenic Trail, hereinafter Teferred to as the TRAIL, as a part of a national system of trails in order to provide for the ever-increasing outdoor recreational needs of an expanding population and in order to promote public access to, travel Within, enjoyment of, and appreciation for the outdoor areas of the ',.-j"" Nation, and to provide for the conservation and enjoyment of the nationally significant scenic, historic, natural and cultural qualities of the Trail; and, WHEREAS. SECTION 7 of the Act authorizes the Secretary of the Interior. hereinafter Teferred to as the SECRETARY, to acquire lands or interests in lands within the right-of-way of the Trail sufficient to assure perpetual USe and protection for the purposescprovided by the Act; and, :no =x: CO) :' ("..~ " ::':::::::1 C !;.J ", ." .;, .. ::ot C'> l --;.or t; :~ iP~ :,:::> - n ~ =:, ''':> "1-. ~ ;.; fgc-J .c' ,.., -;- ~i ~J J. WHEREAS, the Secretary, acting by and through tbe National Park Service, has determined that it is necessary in order to preserve and .. Co fet c.. ::no :l::: '" ...., protect the Trail for tbe purposes provided in the Act to acquire simple title to this certain real property owned by the Grantor; - C) '" !CJr.L 32 PA~E 778 ~... ."~.\.~' "-."..,~.... ..~~..~- 6l...,",f:......"....~... ~:''"''.._...,."._........l~ "'!O'!".,"."_." t.'":"._.., :. ...'.....~....... ,.~.:~.. ..... 'W- '.."--.~ :.,.,........._~- T'!'lI'"""'t..~~'''"''''''4'j'.l'..l.''.;;_......-.......,~,~)........ ... . ",.~",,,,,,,_,,_,,,,,,~_~"""-:'''''Y'''''''~1''''' ..,...,..... ..all.'<"P'................_._,..............,.....-,..-............--.......'-...... ..,.'C', """.,................ ~.,..'.... J'. ......'.f" ~~~... ..,. '."~'.' . . NOW THEREFORE, the Grantor, in consideration of the sum of TWENTY-ONE THOUSAND SEVEN HUNDRED AND NO/lOO DOLLARS ($21,700.00), the receipt and sufficiency whereof are hereby acknowledged, does hereby grant, bargain, sell and convey with GENERAL WARRANTY of title unto the said Grantee and its assigns, in fee simple, forever, the following-described property: Tract 363-02 All that certain tract or parcel of land lying and being situated in Silver Spring Township, Cumberland County, Commonwealth of Pennsylvania, and being more particularly described as follows: BEGINNING at a black oak (now down) on the east side of Mountain Road leading to the top of Blue Mountain and also being on the approximate division line between Middlesex Township and Silver Spring Township, said black oak marking a corner common to lands, now or formerly, of Catherine E. Vogelsong, lands of an Unknown Owner and subject owner; thence, leaving said Road and with the property line of said Unknown Owner, North 20. IS' East, 528.00 feet to a stone pile marking another corner common to said Unknown Owner and subject owner, said stone pile also being a point on the property line of lands, now or formerly, of Stephen L. Dick; thence, with the property line of said Dick, North 890 331 10" East. 400.00 feet to a stone pile marking another point on the property line of said Dick and a corner common to lands, now or formerly, of Clyde J. King and subject owner; thence, severing the land of subject owner. South 290 45' lS" West. 1,887.70 feet to a metal post. said post marking a corner common to lands. now or formerly, of Mark W. Fleming, et ux, and subject owner; thence, with the property line of said Fleming, North 570 49' 40" West, 312.51 feet to a point on, or near. the right-of-way of the beforementioned Road; thence, with said Road, North 320 25' 20" East, 1,153.80 feet to the point of beginning. Containing 12.0l acres, more or less. The above-described parcel, designated as Tract 363-02, Appalachian National Scenic Trail, is a portion of the same land acquired by Clinton R. Weidner, et ux, from Clinton R. Weidner by deed dated August 6. 1976 and recorded August 6, 1976 in Deed Book S, Vol. 26, Page 716, in the Office for the Recording of Deeds of Cumberland County, Commonwealth of Pennsylvania. FURTHER REFERENCE IS MADE TO A SURVEY ENTITLED "SURVEY OF TRACT FOR CLINTON R. WEIDN,ER, SILVER SPRING TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA". BY THOMAS ALVIN NEFF, R.S., DATED: OCTOBER 20, 1969 AND RECORDED IN DEED BOOK S, VOLUME 26, PAGE 719. 2 eool-. 32 PACE '779 'l1 j i f i I \ ~ t ,\ t 1 I ~ i ~ ~ 1 l I i , r I l 1i ~ t I , ! I , ! r TOGETHER with all rights, hereditaments. easements and appurtenances thereto belonging unto and to the Grantee and its assigns, forever, in fee simple. free and clear from all liens and encumbrances , r all right, title and interest which Grantor may have in and to water except as.specifically excepted or reserved hereinbelow, together with rights, banks, beds, and waters of any stream or river bordering or f i , ~ ~ ; " , I strips, gores or railroad rights-of-way abutting or adjoining said land. traversing the land, and in and to any alleys, roads, streets, ways, the National Park SerVice, United States Department of the Interior. THE LANDS herein acquired are for the use of and the development by railroads and pipelines. existing easements for public roads and highways, public utilities, SUBJECT only to those rights outstanding in third .parties for Grantee and its assigns in fee simple forever. singular the rights and priVileges thereto belonging unto the said TO HAVE AND TO HOLD the said premises together with all and such further assurances of the said land as may be requisite. property hereby conveyed: and that she, the said Grantor, will execute clear from any and all encumbrances: that she will warrant generally the Grantee shall have quiet and peaceful PosseSsion of the same, free and land: that she has done no act to encumber the same: that the said THE SAID GRANTOR covenants that she has the right to convey said ~_. _"<___," .....,~..~...'._.....~,...~...........""'....... ..". ."',...._.,-_.,...,.~ '. ..,.... .,:.'7.....,~;..,.......,. ...'......... '~~._a._-#.. .....~...._."'.,."-,........,"'". .... ".. .. 4 WITNESS the following signature and seal on this the day and year first above written. . gJlll~'~ 114/ht WITNESS _ (i,P~'f a0-?/t'aTl., AifeJ.lf. ~~.~ 1/Qnl-tASEAL) Me e W. Weidner, unremarried widow . STATE OF p//II'...6L/L.C/IJNII} COUNTY OF ('U/H(!J!i'{ J:J""~ On this q I j( day of () ; (' 5 m 1$;1/ 19 t~ , before me, the undersigned officer, personally appeared Merle W. Weidner, known to / me (satisfactorily proven) to be the person described in and.who ,,~ executed the foregoing instrument, and acknowledged that she executed the same 8S her free act and deed. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my TRANSFER TAX EXEMPTION RECITAL ~)I':;";~r~~~"'/"~::':' :, ~~"':' ~tlf, .1 .<j'....;:. 'L':". ..:f.)'-.: .;,~; ,,,.;"/ ;"~~:'(...' ~"/:6.,\. .. 'l.) .,S .- , ....:.,.; .LJ.-,." "':'?~"~~~~4'.:; " I/.; ~,I. _ _ 0 J (: ,..",'10../"- ; .p" '., ~/"~J'."~':'~' ~.- ~ ~,1" . /. f""\'. .' ~ ';,> ',.... '.....? f~~"" '..\~~:.;.\.' ","; 1.. .- ., ~ ".::,' ./~..P \.,:~~~,)';!" '_':1 .' :::<:,;:- 7:~,::~.?:;." ofUcial 8eal. My Commission Expires: I~;ZJ~ /' The Grantee herein has authority to condemn the above-described land pursuant to the Act of Congress, dated August 1, l88B, 25 Stat. 357, as amended, 40 U.S.C., sec. 257, and the Act of Congress dated February 26, 1931, 46 Stat. 1421, as amended, 40 U.S.C., sec. 258a, and under the further authority of the Act of .Congress approved October 2, 1968, 82 Stat. 919, as amended, 16 U.S.C., see 1241, ~~., which authorizes the acquisition of land for the Appalachian National Scenic Trail. This deed is made in lieu of condemnation proceeding brought by the Grantee herein by virtue of the above-cited authorities: therefore, this conveyance is tax-exempt pursuant to Section 4l4(b) of the Commonwealth of Pennsylvania Realty Transfer Act and Regulations. '~""~"") ~ This deed was prepared by the National Park Land Acquisition Office, Martinsb~rg, West and address of the herein named r nt Washington, DC 20240. Service, Appalachian Trail irginia. The precise name United States of America, ,* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ----.."----.--_______L_______ ESTATE OF WEIDNER, MERLE W. Include unreimbursed medical expenses. ITEM NUMBER 1 2 3 4 DESCRIPTION Alert Pharmacy - decedent's account balance Messiah Village - charges - 19 days in August PP&L - electric service charges - cabin FILE NUMBER 21 - 04 - 00800 Checks that cleared after death - Waypoint Checking Acct. No. 100344456 Check No. 430 - Debra Bashore Weist, Tax Collector - real estate taxes - Cabin - $314.84; Check No. 431 - Messiah Village - July charges - $6,422.07; Check No. 432 - Pharmerica - prescription charges - $99.57. TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 124.34 3,678.12 17.16 6,836.48 10,656.10 REV-1513 EX+ (9.00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESID~f'.lI DECEDENT _l__ __ _L._ NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY FILE NUMBER 21 - 04 - 00800 I RELATI()NS-HIPTOT~MOUNT OR SHARE' DECEDENT ~ OF ESTATE .Jlo..NoLListIrustee(s) 1- Daughter Jewelry - Article II (D) - One-half residue ESTATE OF WEIDNER, MERLE W. I. TAXABLE DiSTRIBUTIONS (include outright spousal distributions) Lois M. Shipman 2664 Pinewood Road, Lancaster, P A 17601 2 C. Roy Weidner, Jr. 604 Charles Street, Mechanicsburg, PA 17055 Son One-half Residue II. i Enter dollar amounts for distributions shown above on lines 15 through 18, as approprLe, on Rev 1500 cover sheJt ; NON-TAXABLE DISTRIBUTIONS: I A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX is NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS i I TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEr Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: E state of: Estate No: 288 4/4/2005 Merle W. Weidner 04-0800 ]OHNSONDUFFIE STEWART & WEIDNER 301 MARKET ST R. Kelly LEMOYNE, PA 170430109 Qty 1 Fee Description Additional Probate Fee 35.00 Total $35.00 Total: $35.00 1:>c~ L\ ( (( 0') VS){ ';",,) 1'<' Otecks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE _ _,_ ,.NOTICE OF INHERITANCE TAX ArPilUsliHENT, ALLOWANCE OR DISALLOWANCE QFD~UCTIONS AND ASSESSMENT OF TAX 06-Z0-Z005 WEIDNER 08-19-Z004 Zl 04-0800 CUMBERLAND 101 APPEAL DATE: 08-19-Z005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO CDURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV:is47-EX-AFP-io3:0s3-NOTicE-OF-iNHERiTANCE-TAX-APPRAiSEMENT:-ALLOWANCE-OR"-------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MERLE W FILE NO. Zl 04-0800 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 t."' -'~' 1-! ~ l I ~_-- \: :)0 \ ,) C ROY WEIDNER JOHNSON HAL 301 MARKET ST LEMOYNE JR-, -,,. ,-,,''-" PA 17043 ESTATE OF WEIDNER TAX RETURN WAS: I I ACCErTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estat. (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/P.rtnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule FJ 7. Tr8nsfers (Schedule G) 8. Total Assets I XI CHANGED SEE III 121 (31 141 ISI (61 (1) ZZ3.000.00 4Z.606.64 .00 .00 Z36.07Z.81 .00 63,016.13 (81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charl~abl./GoY.nn.ent.l Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax I~ an assesSRent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and re~lect ~igures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: lS. Mount of Une 1.. at Spousal ....ta 1151 16. A.aunt of Line 14 taxable at Lin..l/Class A rat. (16) 17. ~ount of Line 14 at Sibling rat. (17) 18. A.aunt of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due R : NOTE: TA NUMBER CD004627 CD005156 INTEREST/rEN rAID (-I 1,052.63 .00 DATE 11-lZ-Z004 04-01-Z005 (9) 1101 Zl,3Z9.07 10.656 10 (111 1121 1131 1141 .00 X 53Z,710.41 X .00 X .00 X AMOUNT rAID ZO,OOO.OO Z,918.66 ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 00 = 045 = 12 = 15 = 1191= '* RE~-lS47 EX AFP (06-D5) MERLE W DATE 06-Z0-Z005 ATTACHED NOTICE NOTE: To insure proper cr~lt to your account, ~it the upper portion of this for. with your tax pay.ant. 564,695.58 31.98~ 17 53Z,710.41 .00 53Z,710.41 19 will .00 Z3, 971. 97 .00 .00 Z3,971.97 Z3, 971. Z9 .68 .00 .68 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO rAYMENT IS REQUIRED. IF TDTAL DUE IS REFLECTED AS A "CREDlr' ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM ~OR TN~TDlrTTnYC 1 REV_1410EX(&-III1) '*' COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 2806Q1 HARRISBURG PA 17128-0601 DECEDENTS NAME Merle W. Weidner REVIEWED BY Destiny S.R.Brown ITEM SCHEDULE NO. INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER ACN EXPLANATION OF CHANGES Total on Schedule I was not correctly carried forward to recapitulation page. ,~ ...~,-, ROW 2104-0800 101 Page 1 PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: MERLE W. WEIDNER Date of Death: AUGUST 19. 2004 Will No.: 21-04-00800 Admin No.: 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 ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to NO.1 is yes, state the following: A. Did the personal representative file a final account with the Court? Yes No ~ B. The separate Orphans' Court No. (if any) for the personal representative's account is:. I. C) l.Lc ,c;,'c, .- ,,' (. ' C:" c.' Lr c) ,e r: C'\J Did the personal representative state an account informally to the parties in interest? Yes ~ No 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 atla:~ thi1:~=:;~. 08 I 03{ O~- (..- Sig ature C. Roy Weidner, Jr., Attorney Johnson, Duffie, Stewart & Weidner 301 Market Street, P.O. Box 109 Lemoyne, PA 17043-0109 Address D. C. Date: r.~';, (:: /, II) I r" (717) 761-4540 Telephone No. "- ~~r-? <::.-~). (......... Capacity: Personal Representative ~ Counsel for Personal Representative uR