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HomeMy WebLinkAbout03-0460PETITION FOIl PROBATE anti GRANT OF Lv:i-iv;RS F_state of Paul E. Wetzel also known a_v To: , Decetaved. Soctal Securtty No. 198-01-2992 The petition of the undersigned respectfully repr~ents that: Your petitioner(s), who is/~i'E 18 years of age or olde.r, an the exeeut or in the last will of the above d~:edent, dated Au~;ust 21 ~ 2001 ' and codicil(s) dated September 19, 2002 Register of Wills for the Coullty of Cumberland Commonwealth of Pennsylvania in the named (state r~im, ant circumstance, e.g. Decendent was domiciled at death in Cumberland h~ is .... County, Penn~lvania, with _ . _Jast£amilv or pnIlctpa/residence at 824 L±sburn aoaa,~ower aJ.J_en '~p., UumberAand CoUnty, PA (list street, number and muncipality) Decende~t,jhen 85 y- ~ fa , died May 24, 2003 at 824 LzsDurn Ko., Campbell, ~6m~erland County, ra Except as follows, decedent did not marry, was not divorced and d/d not have a child born or adopted after execution of the will offered for probate; was not the victim ora killing and was never adjudicated incompetent: _ Decendent at death 6wned property w/th estimated va/ues a~ follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Paq Personal property in County Value of real estate in Pennsylvama situated as follows: $100~000.00 WHEREFORE. pe,.'.itionerts) respectfully request(s) the ~obate of the last will and codicil(s) presented herewith and the grant of letters testamentary (tmtam~ntary;, administration c. La.; administration d.b.n.c.t.a.) theron. ' ~Davx~-h~.~Stone I ~414 Bridge Street _~New Cumberland, PA 17070 OATH OF PERSONAL REPRESF3 /TATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CIYMBERLAND The ~etitioner(s) above-~amed swear(s) or affirm(s) that the .~.atemenu in the foregoing petition are true and c?rrec: to ~he best of rhe knowledge and belief of pe~.itionett(s) ~nd that as personal represen- tanve~s) of the above decedent petitioner(s) will fie. il anR't'~.y admi~t~r the estate according to law. Sworn to or affirmed and ~ubscribed befi:~ me this ~,.~,~7-,q' day of Eslflle of Paul E. Wetzel , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~-~/ ~ ,1~'~"~%_~, in consideration of the petition on the reverse side h6~eof, satisfactory proof having been pre-~ented before me, IT IS DECREED that the instrument(s) dated August 21, 2001 & September 19, 2002 described therein be admitted to probate and filed of record aa the laat will of Paul E. Wetzel and Letters Testamentary " are hereby granted to David H. Stone FEES P~obate, Letters, Etc .......... £'~Dz3,' c / / Skort Cert~cate~( ) .......... ~enunc:at:on ................ ~. TOTAL David [{.Seone #39785 ~5?f'OI~.~Y($up. CLI.D. No.) 414 Bridge St., New Cumberland, PA 17070 ADDRF. SS (717) 774-7435 PHONE REGISTER OF WILLS OF' CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS David H. Stone and Kaye R. Luckey (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they were Paul E. Wetzel present and saw the testat~or request of testat , sign the same and that they signed as a witness at the or in h is presence and (in the presence of each otheO~tfix~ Sworn to or affirmed and subscribed before me tMs 5th day of June , ~ Notary P~ic ZR~rg~ REGISTER OF WILLS OF 414 Bridge St., New Cumberland, PA 17070 (Name) ~ie R. Luckey 414 Bridge Street, New Cumberland, PA 17070 NOT/\RIAL SEAL t',,ATHLEEN KEiM, Notary Public New Cumberland Boro.. Cumberland Co. My Commission Expires Bec. 5, 2006 COUNTY OATH OF NON-SUBSCRIBING WITNESS testat_______ of that (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil (one of the subscribing witnesses to) the will presented herewith and 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) (Addre.~) (Name) (Address/ REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Carol L. Troxell and Kaye R. Luckey codicil (each) a subscribing witness to the ~ presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they were present and saw Paul E. Wetzel the testat~or . sign the same and that they signed as a witness at the request of testat or in h ±s presence and (in the presence of each other) Sworn to or affirmed and subscribed before me this 5th day of ~ I June ~ ~J~ 2003 Register REGISTER OF WILLS OF ~qame) CAROL L. TROXELL 414 Bridge ST., New Cumberland, PA 17070 .~z , (Address) ~/(Nam;~aye R. Luckey 414 Brid~e St., New Cumberland, PA 17070 NOTARIAL SEAL KATHLEU',I KEIM, Notary Public New Cumberland Boro., Cumberland Co. My Commission Expires Dec. 5, 2006 COUNTY OATH OF NON-SUBSCRIBING WITNESS testat_..._._ of (one of that (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil ' the subscribing witnesses to) the will presented herewith and codicil 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) ep\wills\WETZELpaul-cod CODICIL TO THE LAST WILL AND TESTAMENT OF PAUL E. WETZEL I, PAUL E. WETZEL, of the Borough of New Cumberland, Cumberland County, and Commonwealth of Pennsylvania, declare this to be the Sole Codicil to my Last Will and Testament dated August 21, 2001. ITEM I: I hereby revoke Item II.B.2.B. of my Last Will and Testament and in its place there shall be a new Item II.B.2.B. which shall provide as follows: "Item II.B.2.B. One-third thereof to KEYSTONE AREA COUNCIL OF THE BOY SCOUTS OF AMERICA to aid in the maintenance and improvement of Hidden Valley Scout Reservation." ITEM II: In all other respects I hereby ratify, confirm and republish my Last Will and Testament dated August 21, 2001, together with this my sole codicil. IN WITNESS WHEREOF, I have hereunto set my hand and seal this I~ day of ~~~^_ , 2002. PAUL E. WETZE~ Page 1 of 2 SIGNED, SEALED, PUBLISHED and DECLARED by PAUL E. WETZEL, the Testator above named, as and for a Sole Codicil to his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. Witness Addre s s Wit~e~ s ~ddre s s ) Page 2 of 2 CODICIL TO THE LAST WILL AND TESTAMENT OF PAUL E. WETZEL STONE, LAFAVER & SHEKLETSKI A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 414 BRIDGE STREET lqEW CUHBERLA/~D, PA 17070 ep\wills\wetzel.pe\8 01 LAST WILL AND TESTAMENT OF PAUL E. WETZEL I, PAUL E. WETZEL, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I bequeath the sum of $3,000.00 to DARWIN KELL and DORIS KELL. ITEM II: I devise and bequeath all of my estate of every nature and whereve~ situate, to the Trustee hereinafter named, IN TRUST, for the following uses and purposes: A. The Trustee shall accumulate the income and shall apply from time to time such portions of income, accumulated income and principal as they think proper the support and medical care of my son, HOWARD M. WETZEL, for and during his life after taking into considera- tion his other available assets and sources of income, including medical assistance, Social Security and other government benefits and entitlements, and to provide for such support, or to make payment for Page 1 of 3 these purposes without further responsibility to the beneficiary, or to any person taking care of the beneficiary. B. Upon the death of my son, HOWARD M. WETZEL, or upon my death should he predecease me, the then remaining principal and any accumulated and undistributed income shall be paid as follows: 1. $5,000.00 to the NEW CUMBERLAND RIVER RESCUE. 2. The remaining balance shall be distributed as follows: A. Two-thirds thereof to GP~ACE EVANGELICAL LUTHERAN CHURCH of Carlisle Road, Camp Hill, Pennsylvania. B. One-third thereof to KEYSTONE AREA COUNCIL ENDOW- MENT FUND OF THE BOY SCOUTS OF AMERICA. ITEM III: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM IV: I appoint ALLFIRST Trustee of any trust created under this my Last Will and Testament. Should ALLFIRST decline or cease to act as Trustee, I appoint MID PENN BANK Trustee of any trust created under this my last will. ITEM V: I appoint DAVID H. STONE Executor of this my last will. Should DAVID H. STONE fail to qualify or cease to act as Executor, I appoint ALLFIRST Executor of this my last will. Page 2 of 3 ITEM VI: I direct that my Executor, Trustee or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, PAUL E. WETZEL, have hereunto set my hand ~//~day of ~~l~ , 2001. and seal this PAUL E. SIGNED, SEALED, PUBLISHED and DECLARED by PAUL E. WETZEL, the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. Addre s s Page 3 of 3 LAST W~,L AND TESTAMENT OF PAUL E. WETZEL STONE, LAFAVER 8: SI{EKLETSKI A PROFESSIONAL CORPORATION ATTORNEYS AT Law 414 BRIDGE STREET NEW GUMBERLAND, PA 17070 DAVID H. STONE GERALD J. SHEKLETSKI ELIZABETH B. STONE STONE LAFAVER & SHEKLETSKI ATTORNEYS AT LAW 414 BRIDGE STREET POST OFFICE BOX E NEw CUMBERLAND. PA 17070 www. stonelaw, net OF COUNSEL CHARLES H. STONE JON F. LAFAVER TELEPHONE (717) 774-7435 FACSIMILE (717) 774-3869 August 21, 2003 Register of Wills Cumberland County Courthouse ! Courthouse Square Carlisle, PA 17013 RE: Estate of Paul E. Wetzel No. 21-03-0460 Greetings: Enclosed please find estate check in the amount of $4,000.00 on account of inheritance taxes in the above captioned estate. Please note the timely postmark of this correspondence. Very truly yours, STONE LaFAVER & SHEKLETSKI DHS/tmb Enclosure -) LAW OFFICES OF STONE LAFAVER & SHEKLETSKI 414 BRIDGE STREET POST OFFICE BOX E NEW CUMBERLAND, PA. 17070 Register of Wills Cumberland County Courthouse 1 Ceurtheuse Square Carlisle, PA 1701.3 h,,llh,,llh,,,,,th,lt,,,ih,,li,hh,,,t,ll,l,,hh,,,Ihl STONE, LAFAVER & SHEKLETSKI A PROFES~PORATION ATTORNEYS AT LAW 414 BRIDGE STREET NEW CIJMBERLAND, PA 17070 CERTIFICATION OF NOTICE LTNDER RULE 5.6(a) Name of Decedent: Paul E. Wetzel Date of Death: May 24, 2003 Will No. 2003-00460 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) ef the Orphans' Court rules was served en or mailed te the fellowing beneficiaries of the above captioned estate on October 7, 2003. Darwin & Doris Kell 65 S. Old Stonehouse Rd. Carlisle, PA 17013 New Cumberland River Rescue Post Office Box 445 New Cumberland, PA 17070 Keystone Area Council of the Boy Scouts of America 1 Baden Powell Lane Mechanicsburg, PA 17055 Howard H. Wetzel Harrisburg State Hospital Cameren & Maclay Streets Harrisburg, PA 17103 Grace Evangelical Lutheran Church 1610 Carlisle Read Camp Hill, PA 17011 Commonwealth of Pennsylvania Office of Attorney General Charitable Trusts & Organizations Section l~th Floor, Strawberry Square Harrisburg, PA 17120 Notice has now been given to all Rule 5.6 Capacity: persons entitledphereto under Davic~I4 .... ~~ Esquire 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Personal Representative X Counsel for Personal Representative 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. REV-1162 EX(11-96) CD 003190 STONE DAVID H. ESQ 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 ESTATE INFORMATION: SSN: 198-01-2992 FILE NUMBER: 2103-0460 DECEDENT NAME: WETZEL PAUL E DATE OF PAYMENT: 10/31/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/24/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $4,000.00 REMARKS: TOTAL AMOUNT PAID: DAVID H STONE ESQUIRE $4,000.00 CHECK#0094 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS 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 002935 STONE DAVID HEAN 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 ........ fold ESTATE INFORMATION: SSN: 198-01-2992 FILE NUMBER: 2103-0460 DECEDENT NAME: WETZEL PAUL E DATE OF PAYMENT: 08/22/2003 POSTMARK DATE: 08/21/2003 COUNTY: CUMBERLAND DATE OF DEATH: 05/24/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $4,000.00 TOTAL AMOUNT PAID: ..... $4,000.00 CHECK~ 93 ~ INITIALS SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS DATE O9-0'~-i~ PAGE' ~ OF JRD/June 30, 1992/17858 2003 In Re: Estate of PAUL E WETZEL Late of LOWER ALLEN TOWNSHIP Estate No.: 21-03-460 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2003-460 NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: DAVID H STONE Counsel for Personal Representative: DAVID H STONE, ESQ. Date of Grant of Original Letters: 06-05-2003 Date of Delinquency Notice: 09-15-2003 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on SEPTEMBER 15, 2003, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 10-15-2003 ~ Register of~qillsO ~ Distribution: Personal Representative Counsel for Personal Representative Estate File A heating is scheduled for ~x:g.'2,~_~5~. ~3 at ~ 3,~ ,,/d~. In Courtroom No. 3. If the Certification of Notice is filed prior to the heating date, the heating will automatically be cancelled. Geor~ F~EV-1500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 COUNTY CODE -- 2003 0460 YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ Wetzel, Paul E 198-01-2992 Z ILl DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST SE FILED IN DUPLICATE WITH THE U.I 05/24/2003 06/25/1917 REGISTER OF WILLS ILl (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~:oo ~ tY.~ z z [~ 1. Original Return [~4. Limited Estate [~ 6. Decedent Died Testate (Attach copy of Will) [~9. Litigation Proceeds Received F~ 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) -- 8. Total Num bet of Safe Deposit Boxes E~ 10. Spousal Povedy Credit (date of death between 12-31-91 and 1-1-95) E~ 11. Election to tax under Sec. 9113(A)(AUach Sch O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME David H. Stone, Esquire FIRM NAME (If Applicable) Stone LaFaver & Shekletski TELEPHONE NUMBER 717-774-7435 COMPLETE MAILING ADDRESS 414 Bridge Street New Cumberland, PA 17070 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 (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. 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) 0'0~0I 462 00 0 O0 103,243 . ~ :i:: __~;81~2 9s' 17,963 ~i OFFICIAL USE ONLY © -'O .: ( 8 ) O 19,342 2~c'~ ~'~ 101.44 .481.46 (11) 19,443.70 104,037.76 60,923.48 43,114.28 (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. 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 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 0.00 x .00__ (15) 40,114.28 x .045 (16) 0.00 x .12 (17) 3,000.00 x .15 (18) (19) 20. 0.00 1,805.14 0.00 450.00 2,255.14 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2W4645 1.000 ' Decedent's Complete Address: STREET ADDRESS 824 Lisburn Rd. Cl~Y Camp Hill Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty STATE 0.00 4,000.00 210.52 0.00 0.00 (1) Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) ZIP 1'7011 2,255.14 4,210.52 0.00 1,955.38 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the taxdue. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (5B) 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; ....................... r---] ~ b. retain the right to designate who shall use the property transferred or its income; ......... [~ ~ c. retain a reversionary interest; or ................................ ~] [-~ d. receive the promise for life of either payments, benefits or care? ................. ~ ~-1 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................ ~ [~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? [~ r~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ r~ IF THE ANSWER TO ANY OF THE~ Under penalties of perjury, I declare that I have exar~iI Declaration~ e person al~l~e~ ADDRESS ~~et · New Cumberland, PA/ SIGNA3~E-~E ADDRES~rJk~e S~E '~' New Cumberland, PA BOrE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. d this retu~including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. ~tative is ba~ed on all information of which preparer has any knowledge 'G R E~O F~I DATE EN DATE 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 January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)] The 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 or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. § 9116(1.2) [72 P.S. § 9116(a)(1 The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. § 9116(a)(1.3)]. A 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-1503 EX + (1 97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Wetzel, Paul E 21-2003-0460 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Prudential Financial-14 shs. @ $33.00 per sA. 462.00 TOTAL (Also enter on line 2, Recapitulation) $ 462.00 2w4696 3.000 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Wetzel, Paul E 21-2003-0460 Include the )roceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2 3 4 5 6 7 Cash on hand Commerce Bank-Savings Acct.#626102347 M&T Bank-Checking Acct. #0089958675 Highmark-refund Keystone Insurance Co.-refund on premium The Woods-refund on tenant security deposit Washington National-refund on premium 22.82 91,782.00 8,874.28 43.17 32.79 2,480.00 8.00 103,243.06 TOTAL (Also enter on line 5, Recapitulation) $ 2W46AD 2.000 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (1 97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Wetzel, Paul E 21-2003-0460 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 Taylor, Edna V friend 1402 Simpson Ferry Road New Cumberland, PA 17070 JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT similar identifying number Attach deed for jointly-held real estate VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A 06/05/2000 Commerce Bank-Checking 3,625.91 50.00 1,812.95 Acct. #513204719 made joint on 06-05-2000 with Edna V. Taylor TOTAL (Also enter on line 6~ Recapitulation) $ 1,812.95 2W46AE 2.000 (If more space is needed, insert additional sheets of same size) REV t510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Wetzel, Paul E 21-2003-0460 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAM~ OF THE TRANSFEREE, THEIR RELATIONSHIP TO DATE OF DEATH DECD'S EXCLUSION DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE TAXABLE VALUE NUMBER DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST CF APPLICABLE) 1. AIG Annuity Insurance 17,963.45 100.00 0o00 17,963.45 Co.-Contract #AN200244, Beneficiary-Donald Wetzel I TOTAL (Also enter on line 7, Recapitulation) $ 17,963.45 (If more space is needed, insert additional sheets of same size.) 2W46AF 2.000 REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Wetzel, Paul E 21-2003-0460 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. 5. 6. 7. 8 9 10 11 Tota FUNERAL EXPENSES: Parthemore Funeral Home-funeral expenses ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Dav±d H Stone Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 414 Bridge Street City New Cumberland State PA Zip 17070 Year(s) Commission Paid: 2004 Attorney Fees Name: Stone LaFaver & Shekletski 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 Accountant's Fees Tax Return Preparer's Fees Cumberland Law Journal-advertising grant of letters The Patriot News Co.-advertising grant of letters M&T Bank, Trustee-refund due Harsco Verizon- telephone services Register of Wills-filing Inheritance Tax Return and Inventory 1 from continuation pages .... TOTAL (Also enter on line 9, Recapitulation) $ 4,026.40 6,174.00 6,174.00 0.00 247.50 0.00 0.00 75.00 105.73 2,237.28 77.35 25.00 200.00 19,342.26 2W46AG 2.000 (If more space is needed, insert additional sheets of same size) Estate of~ Wetzel, Paul E Schedule H, Part B -- Administrative Costs Item No. Description 12 Reserve for closing expenses Page 2 21-2003-0460 Amount 200.00 TOTAL. (Carry forward to main schedule) ...... 200.00 REVq512 EX + (%97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Wetzel, Paul E 21-2003-0460 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT Medicine Shoppe-medicine West Shore EMS-services rendered TOTAL (Also enter on line 10, Recapitulation) $ 62.99 38.45 101.44 2W46AH 2000 (If more space is needed, insert additional sheets of the same size) REW1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Wetzel Paul E FILE NUMBER 21-2003-0460 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLEDISTRIBUTIONS[includeoutrightsp0usaldistributions, andtransfers underSec, 9116(a)(l,2)] Kell, Darwin & Doris 65 S. Old Stonehouse Rd Carlisle, PA 17013 Wetzel, Howard M Harrisburg State Hospital Cameron & Maclay Streets Harrisburg, PA 17103 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) friend son AMOUNT OR SHARE OF ESTATE 3,000.00 40,114.28 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. 2 NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLEANDGOVERNMENTALDISTRIBUTIONS New Cumberland River Rescue P.O. Box 445 New Cumberland, PA 17070 (Receives bequest after death of life tenant) Keystone Area Council of the Boy Scouts of America Hidden Valley Scout Reservation 1 Baden Powell Lane Total from continuation pages .... TOTALOFPARTII-ENTERTOTALNON-TAXABLEDISTRIBUTIONSONLINE13OFREV-1500COVERSHEET 5,000.00 18,640.97 37,282.51 60,923.48 2W46AI 1.000 (If more space is needed, insert additional sheets of the same size) Estate of: Wetzel, Paul E Schedule J Part 2 -- Charitable and Governmental Distributions I tern No. Description Mechanicsburg, PA 17055 (Receives residue after death of life tenant) Grace Evangelical Lutheran Church 1610 Carlisle Road Camp Hill, PA 17011 (Receives residue after death of life tenant) Page 2 21-2003-0460 Amount or Share of Estate 37,282.51 TOTAL. (Carry forward to main schedule) ...... 37,282.51 REV-1514 EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE K LIFE ESTATE, AN NUITY & TERM CERTAIN {Check Box 4 on Rev-1500 Cover Sheet) ESTATE OF FILE NUMBER Wetzel, Paul ~. 21-2003-0460 This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. [] Will E~] Intervivos Deed of Trust [] Other LIFE ESTATE INTEREST CALCULATION NAME(S) OF NEAREST AGE AT TERM OF YEARS LIFE ESTATE IS LIFE TENANT(S) DATE OF BIRTH DATE OF DEATH PAYABLE -~ Life or ~-~ Term of Years -- -~ Life or ~] Term of Years -- -~ Life or ~] Term of Years -- ~ Life or ~--~ Term of Years -- 1. Value of fund from which life estate is payable $ 2. Actuarial factor per appr~riate table Interest table rate- L__J 3 1/2°/o [~ 6% ~-~ 10°/o ~-~ Variable Rate % 3. Value of life estate (Line 1 multiplied by Line 2) $ ANNUITY INTEREST CALCULATION NAME(S) OF NEAREST AGE AT TERM OF YEARS ANNUITANT(S) DATE OF BIRTH DATE OF DEATH ANNUITY IS PAYABLE Wetzel, Howard M 02--11-52 51 yrs. ~Lifeor ~-~ Term of Years -- ~] Life or ~] Term of Years -- ~] Life or ~] Term of Years -- [-~ Life or ~-] Term of Years -- 101,037.76 1. Value of fund from which annuity is payable $ 2. Check appropriate block below and enter corresponding (number) 12 Frequency of payout- [~ Weekly (52) ~] Bi-weekly (26)[-~-~ Monthly (12) ~] Quarterly (4) E~ Semi-annually (2) [~ Annually (1) [~ther ( ) 3. Amount of payout per period $ 200 · 00 4. Aggregate annual payment, Line 2 multiplied by Line 3 2,400.00 5. Annuity Factor (see instructions) Interest table rate E~ 3 1/2% [~ 6% [] 10% [~] Variable Rate 3.80% 6. Adjustment Factor (see instructions) 7. Value of annuity - If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 $ 40,114.28 If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Line 6) + Line 3 $ 16.1866 1.0326 NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16 and 17. (If more space is needed, insert additional sheets of the same size) 2W46AJ 1000 REV-1647 EX * (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE M FUTURE INTEREST COMPROMISE (Check Box 4a on Rev-1500 Cover Sheet) ESTATE OF FILE NUMBER Paul E. Wetzel 21-03-0460 This schedule is appropriate only for estates of decedents dying after December 12, 1982. This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax retum. [] Will [] Trust [] Other I. Beneficiaries NAME OF AGE TO BENEFICIARY RELATIONSHIP DATE OF BIRTH NEAREST BIRTHDAY 1. Howard M. Wetzel son 02-11-52 51 yrs. 2. 3. 4. 5. ~1. For decedents dying 0n or a~er July 1, 1.994. if a survivin§ spouse exercised or intends to exercise a ri§hr of withdrawal within 9 months of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such withdrawal right. [] Unlimited right of withdrawal [] Limited right of withdrawal III.Explanation of Compromise Offer: IV. Will created a Special Needs Trust for Howard M. Wetzel. Mr. Wetzel is a patient at the Harrisburg State Hospital. The Executor anticipates paying no more than $200.00 per month to Mr. Wetzel for the remainder of his life. Per the instructions of the PA Department of Revenue, we have made an annuity calculation on Schedule K to determine the present value of Mr. Wetzel receiving $200.00 per month for his life. Summary of Compromise Offer: 1. Amount of Future Interest 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (also include as part of total shown on Line 13 of Cover Sheet) $ 3. Value of Line 1 passing to spouse at appropriate tax rate Check One I--i6%, j--J3%, [] 0% (also include as part of total shown on Line 15 of Cover Sheet) $ 4. Value of Line 1 Taxable at 6% Rate (also include as part of total shown on Line 16 of Cover Sheet) $ 5. Value of Line 1 Taxable at 15% Rate (also include as part of total shown on Line 17 of Cover Sheet) $ 6. Total value of Future Interest (sum of Lines 2 thru 5 must equal Line1) 60,923.48 0 40.114.28 0 $ ]0]:037.7R 101,037.76 (If more space is needed, insert additional sheets of the same size) 414 BRIDGE STREET NEW G~D, PA 17070 LAST WILL AND TESTAMENT OF PAUL E. WETZEL I, PAUL E. WETZEL, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I bequeath the sum of $3,000.00 to DARWIN KELL and DORIS KELL. ITEM II: I devise and bequeath all of my estate of every nature and wherever situate, to the Trustee hereinafter named, IN TRUST, for the following uses and purposes: A. The Trustee shall accumulate the income and shall apply from time to time such portions of income, accumulated income and principal as they think proper the support and medical care of my son, HOWARD M. WETZEL, for and during his life after taking into considera- tion his other available assets and sources of income, including medical assistance, Social Security and other government benefits and entitlements, and to provide for such support, or to make payment for Page 1 of 3 these purposes without further responsibility to the beneficiary, or to any person taking care of the beneficiary. B. Upon the death of my son, HOWARD M. WETZEL, or upon my death should he predecease me, the then remaining principal and any accumulated and undistributed income shall be paid as follows: 1. $5,000.00 to the NEW CUMBERLAND RIVER RESCUE. 2. The remaining balance shall be distributed as follows: A. Two-thirds thereof to GRACE EVANGELICAL LUTHER3LN CHURCH of Carlisle Road, Camp Hill, Pennsylvania. B. One-third thereof to KEYSTONE AREA COUNCIL ENDOW- MENT FUND OF THE BOY SCOUTS OF AMERICA. ITEM III: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM IV: I appoint ALLFIRST Trustee of any trust created under this my Last Will and Testament. Should ALLFIRST decline or cease to act as Trustee, I appoint MID PENN BAi~K Trustee of any trust created under this my last will. ITEM V: I appoint DAVID H. STONE Executor of this my last will. Should DAVID H. STONE fail to qualify or cease to act as Executor, I appoint ALLFIRST Executor of this my last will. Page 2 of 3 ITEM VI: I direct that my Executor, Trustee or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, PAUL E. WETZEL, have hereunto set my hand ~//~r~day of and seal this , 2001. PAUL E. W~,-T-ZE~'~ SIGNED, SEALED, PUBLISHED and DECLARED by PAUL E. WETZEL, the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. Address Address Page 3 of 3 CODICIL TO THE LAST WILL AND TESTAIV~ENT OF PAUL E. WETZEL ) T, ~ 7 . T rm r7 £, ~:.Z.~, E ~,:F,_..EL, off oho Bo:ough of New Cumberlanct, Cumberland 2ounl)', end C?x-.mcr'~weelth ~: ~e~nsylvania, declare this to be the Sele Codicil to tR.* l. ls[ ~i-- ~t:k.[ !'~slament dated August 21, 2001. ITEH I' i hereby :evoke [hem II.B.2.B. ef my Last Will and Tese: ~ ~m~nt ar:{t ~x~ its place tbe:'e shall be a new Item II.B.2.B. which shall provide ~s follows: li~2r~ iI.B.2.B. On~_-third thereef to KEYSTONE AREA COUNCIL OF THE BOY ~CO[iTS OF AMERICA to aid in the maintenance and imprevement of Hidden Vailev Scout Reservati_en." ~T~H ~i= In all other~=soects~ I hereby ratify, confirm and republish my L~s't Will an.fi Testament dated August 21, 2001, tegether with ~his try s01e codicil. IH WITNESS WHE~OF, I have hereunte set my hand and seal this day of ' ' }%~'%' ~002 PAUL Z. WETZEN Page 1 of 2 SIGNED, SEALED, PUBLISHED and DECL/~RED by PAUL E. WETZEL, the Testator above named, as and for a Sole Codicil to his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. Witness Address ~ddress Page 2 of 2 MSN Money - PRU Chart: Investor Page 1 of 2 Quote, Chart, News Snapshot Quotes Charts Historical Real-Time Intraday Key Developments Recent News Research Company Report SEC Filings Advisor FYI Stock Rating Earnings Estimates Analyst Ratings Financial Results Insider Trading Ownership Community Guided Research Research Wizard Find Stocks Stock Screener Power Searches Top Rated Stocks E-mail & Alerts IPO Center Message Boards C__apjtal Ga in~s__Ana ly_si_s Name or Symbol: PRU PRUDENTIAL FINCL INC - · Prin~ Report II I 5/30/2003 33.55000 32.56000 33.52000 2,289,700 5/29/2003 33.42000 32.53000 32.61000 1,971,200 5/28/2003 33.36000 32.95000 33.20000 2,453,400 5/27/2003 33.36000 32.50000 33.12000 1,971,400 5/23/2003 33.12000 32.75000 32.88000 2,164,500 5/22/2003 32.82000 31.28000 32.75000 1,786,800 5/21/2003 32.30000 31.60000 32.27000 1,799,800 5/20/2003 32.29000 31.53000 31.70000 2,338,700 5/19/2003 32.62000 31.94000 31.96000 1,579,300 5/16/2003 33.25000 32.76000 32.91000 1,881,900 5/15/2003 32.90000 32.50000 32.82000 1,789,500 5/14/2003 33.00000 32.53000 32.62000 1,779,900 5/13/2003 32.92000 32.58000 32.76000 1,893,600 5/12/2003 32.91000 31.50000 32.90000 2,370,000 5/9/2003 32.50000 32.26000 32.46000 1,996,900 5/8/2003 32.40000 31.75000 32.05000 1,791,800 5/7/2003 32.45000 31.75000 32.00000 2,473,400 5/6/2003 32.64000 32.20000 32.26000 1,952,400 5/5/2003 32.47000 32.15000 32.36000 1,329,100 5/2/2003 32.47000 31.44000 32.38000 1,444,200 5/1/2003 31.97000 31.28000 31.66000 1,615,200 :. - .' Cltl http://m~neycentra~.msn.c~m/invest~r/charts/chartd~~asp?Symb~~=PRU&DateRangeF~rm=... 2/13/2004 Commerce Bank. January 2, 2004 Stene LaFaver & Skekletski Atterneys At Law 414 Bridge St P O 8ex E New Cumberland, PA 17010 RE: Estate of: Paul E Wetzel Social Security #: 198-01-2992 Date of Death: May 24, 2003 Dear Sir/Madam: In reference to the letter regarding the above mentioned Estate, we would like to inform you of the information that we have researched and found. Type: Checking Account #: 513204719 Date Opened: 6/5/00 Primary Owner: Paul E Wetzel Secondary Owner: Edna V Taylor Date of Death Balance: $3,625.91 Accrued Interest: $.45 Type: Savings Account #: 626102347 Date Opened: 11/15/02 Date Closed: 9/5/03 Primary Owner: Paul Wetzel Date of Death Balance: $91,701.07 Accrued Interest: $80.93 If there are any questions or additional information that is needed, please feel free to contact me at (717) 795-7118 ext. 3151. Sincerely, Wanda J. Morris CIF Team Leader Commerce Bank / Harrisburg, N.A. P.O. Box 8599 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 iV],:.;~fg~:'?,_,~,- ~. ~d -i'~"r:decs ]'cus[ Ccrc;pc:~,y, ] iO0 Wehr!¢~ L<ive, F'.O. Box 767~ Buffalo, ['IY 14240-0767 July 7, 2003 Stone LaFaver & Shekletski Attn: David H. Stone 414 Bridge Street Post Office Box E New Cumberland, PA 17070 Dear Sir or Madam: RE: Estate of Paul E. Wetzel Date of Death: May 24, 2003 Social Security Number: 198-01-2992 Please be advised that, at the time of death, the above-named decedent had on deposit with Allfirst bank the following account. Type of Account ........................ Relationship Checking w/Int. Account Account Number. ....................... 0089958675 Ownership (Names of) ................ Paul E. Wetzel Opening Date ............................ 11/28/76 Balance on Date of Deatlz .......... $ 8,874.13 Accrued Interest $ .15 Total ........................................ $ 8,874.28 Sincerely, Mary Anne Macielag Assistant I (3021 934-2240 AIG Annuity Insurance Company RO. Box 871 Amarillo, Texas 79105-087 I 800.424.4990 October 15, 2003 Stone, LaFaver & Shekletski Attn: David Stone 414 Bridge St, P.O. Box E New Cumberland, PA 17070 Re: Deceased: Paul Wetzel Contract #: AN200244 Beneficiary: Donald Wetzel, Brother Dear Mr. Stone: We are very sorry to learn of the death of Paul Wetzel. We wish to extend our sympathy to you and his family. To complete the processing of this claim, please provide the following within the next 60 days: (x) Return the enclosed Annuity Claimant Statement, completed and signed by the beneficiary(ies). The Annuity Claimant Statement must be notarized. (x) The options for the beneficiary(ies) are attached. Please indicate on Question 4 of the Annuity Claimant Statement which option they prefer. (x) Please complete Questions 6 regarding tax information and complete and sign Question regarding the taxpayer identification number. See page 2 of the Annuity Claimant Statement. (x) Certified death certificate stating the causes of death. The death certificate must have a raised seal or a colored stamp (X) Return Original policy or check item 5 indicating the contract has been lost or destroyed. The value as of May 24, 2003 is $17,963.45. If you have any questions, please call 1-800-424-4990 and speak with a Customer Care Representative. Sincerely, Renee Rowe, Annuity Claims Clerk Annuity Claims Department Enclosures: AIGA 833/836, AIGA 409, 11058, and AIGA CL RET AIG Annuit3, Insurance Comptmy Member of American International Group, Inc. Inventory of the real and personal estate of Paul E. Wetzel deceased RECEIPTS OF PRINCIPAL Estate of Paul E Wetzel As of 02/13/2004 Assets Listed in Inventory (Valued as of date of death) Cash on Hand Cash on hand Checking Accounts M&T Bank-Checking Acct. $0.15 Accrued Interest Savings Accounts Commerce Bank-Savings Acct. $80.93 Accrued Interest Common Stocks Prudential Financial-14 shs. 14 Units Refunds Highmark-refund Keystone Insurance Co.-refund The Woods-refund Washington National-refund on prem TOTAL INVENTORY $ 43.17 32.79 2,480.00 .00 9~'d P~ ~e 1 Fiduciar f ~cquisiti Dn Value $ 22.82 8,874.28 91,78~ .00 46~ .00 2,56 .96 $t03,70 .06 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss: David H. Stone being duly sworn according to law, deposes and says that he is the Executor of the Estate of Paul E. Wetzel late of Lower A]._l_e_~n__T_~_p.~ , Cumberland County, Pa., deceased and fhaf fha within is an inventory made by David H. Stone , the said Executor of the enflre estate of said decedent, consisting of all the personal property and real estate, except real estate outside fha Commonwealth of Pennsylvania, and fhaf fha figures opposlfe each item of the Inventory represent it's fair value as of the date of decedenf's death. DaviS '~/~ ~ et u~-o r- 19 414 Bridge Street New Cumberland, PA 17070 Address Date of Death 24 05 2003 Day Mon~rh Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Addifional sheets may be attached as fo personalty or realty 4. See Arflcle IV, Fiduciaries Act of 1949. , o o o COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE IliJREAU OF INDIVIDUAL TAU~n:Jri:C) CTeE OF NOTICE OF IN ERITANCE TAX INHERITANCE TAX DIVISION n:::.vl..'. 1,,".'-' ~ H PO BOX 280601 _< \" j\~l~RAISE"ENT 1 ALLOWANCE OR DISALLOWANCE HARRISBURG~ PA 17126-0601 r OF DEDUCTIONS AND ASSESSMENT OF TAX 2005 JAH 10 Ail 9: lf6 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-27-2004 WETZEL 05-24-2003 21 03-0460 CUMBERLAND 101 Allount Re..itted CLERK Of ORPf+'IN'S COURT DAVID H sTot&Jli\slr.i'-)~,~u STONE ETAL 414 BRIDGE ST NEW CUMBERLAND PA 17070 *' REV-1547 EX AFP (O'~04) PAUL E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Ij=is4-;-i:iC-"Fii-foFiiiY-NOT'ici:-OF-Ytiiii:ifii'AifcE-i''Ax-jfPPRAisEi.fEN'f,--"LrciwANCE-cii------------ - ---- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX PAUL E FILE NO. 21 03-0460 ACN 101 ESTATE OF WETZEL TAX RETURN WAS: ( ) ACCEPTED AS FILED I X) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. stoeks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule OJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets 11) (2) (3) (4) IS) (6) (7J .00 462.00 .00 .00 103.243,06 1,812.95 17,963.45 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governaental Bequests; Non-elected ql13 Trusts 14. Net Value of Estate Subject to Tax (9) 110) 19,342.26 101.44 Ill) 112) 113) (14) (Schedule J) SEE DATE 12-27-2004 ATTACHED NOTICE NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 123,481. 46 lQ.44:'\ 70 104,037.76 41,147.08 62,890.68 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. NOTE: I~ an assessment was issued preViously, lines re~lBct ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rat. (15) 16. ~ount of Line 14 taxable at Lineal/Class A rat. (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Colleteral/Class B rata (18) 19. Principal Tax Due C DIT. .00 X 00 = 40,114,28 X 045 = 17,963.45 X 12 = 4,812.95 X 15 = (19)= + INTEREST/PEN PAID 1-) 210.53 .00 AMOUNT PAID 4,000.00 4,000.00 NUM8ER CD002935 CD003190 DATE 08-21-2003 10-31-2003 ~. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 1,805.14 2,155.61 721.94 4,682.69 8,210.53 3,527.84CR .00 3,527.84CR sl-- 01<' IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU MAY 8E DUE A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) PROBATE [8J JBA 0 DATE:12117/04 REV-1410EX (6-88) - '*' TAX INHERITANCE EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FilE NUMBER Paul E. Wetzel 2103-0460 ACN 101 SCHEDULE ITEM EXPLANATION OF CHANGES NO. F 1 This account is subject to tax at 1 5%. --- -----.--------.-.--.-.-.. "-....._._.,.---~--, ........... ,,--_.'- -- - --..---.---------------.--..--...-.. ._n._'___'___ ,_,.o..........e" G 1 This account is subject to tax at 1 2%. - -----"." -.------- ..---. ---.--.....--" .......,... ~-'----'--- n.'____... _.n.n_.._' -'-- ._-----_._._---~ ..---.- -- - - ------ ...___..n,__...._.___. . n......_..... -'-" - --------- -.-----.------.---.-..--.....---..--. -- -------.----...... _._._-~-----_..,._--_._-_._.__._,.._._._._.,.,._. - ..---.....--...-.---................ .........,. --._--_......_------ -.......--'-- - ..- - _____~.....__.mm^..-"...._...._> .,,--...--.-. - ._.._--~._---_..__.._._-----"'._...__. ,,--...-..-"'---. ..e""'__"'^ .........,.. ._---~-_.__.."'----_._....__.~_.._--_. .......--..-- ---.-,.-...... ---.......... ~_._-_._-._-- .- .._________..______.___..........._...m__ -.......'''''''''' ....... ... .._----_._---.._._---_.~~._--_._._--_.,.. --..............,..- _.__...m.,. -------- ----_._._--_..__.._._--_............~.....,...__._.--.....__...,..,..-. .. ---- ,~_._______<___._'_..__m._-"__...___.___....._._._ ...--...........- ^---------.-- ......-."" -..---------.-.---- .".....-.-. _______._____.__...m .,,--._-_.-"- .___________~.__....._.__.__....._"._..._"._.,._.m______....._.",. TAX EXAMINER: Shawn E. Young PAGE 1 BUREAU OF INDIVIDUA!;:T~~--;' INHERITANCE TAX DIVISION' .\J. . PO BOX 280601 HARRIS8URG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REY-IU1 EX AFP (12-11" . 30 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-31-2005 WETZEL 05-24-2003 21 03-0460 CUMBERLAND 101 PAUL E (':f-cr DAVID H .~tONEES'{~ STONE ErAl' 414 BRIDGE ST NEW CUMBERLAND PA 17070 Allount Relli Ued MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ AlV:r~1J.,.!r.A'J..rll1.:6~"'.......;..'YA~!mel"'lAY.~n"f'fl4m.b".Al:1!'oOFN....................... ... ESTATE OF WETZEL PAUL E FILE NO.21 03-0460 ACN 101 DATE 01-31-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-27-2004 PRINCIPAL TAX DUE:, ___n.._..IIIIIH..IIIIII...IIIIII...IIIIIIIIIIIIII..IIIIIIIIIIUII............_ 4,682.69 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-21-2003 CD002935 210.53 4,000.00 10-31-2003 CD003190 .00 4,000.00 01-14-2005 REFUND .00 3,527.84- TOTAL TAX CREDIT 4,682.69 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE ,00 . IF PAID AFTER THIS DATE, SEE REVERSE ~ SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (eR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/15/2005 STONE DAVID H. ESQ 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 RE: Estate of WETZEL PAUL E File Number: 2003-00460 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/24/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~tA"kJ GLENDA FARNER ~~H- REGISTER OF WILLS cc: File Counsel Judge cd . STATUS REPORT UNDER RULE 6.12 Name of Decedent: Paul E. Wetzel Date of Death: May 24, 2003 Will No. 21-03-0460 To the Register: 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: No X Yes 2. If the answer lS No, state when the personal representative reasonably believes that the administration will be complete: In approximately six months 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: N/A (c) Did the personal representative state an account informally to the parties in interest? Yes____ No (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be a ached to this report. 1 5~tv; PA 17070 Date: Capacity: X Personal Representative Counsel for Personal Representative J IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-03-0460 FIRST AND FINAL ACCOUNT AND PROPOSED DISTRIBUTION OF PAUL E. WETZEL, DECEASED DAVID H. STONE, EXECUTOR LATE OF THE TOWNSHIP OF LOWER ALLEN Social Security No.: 198-01-2992 Date of Death: May 24, 2003 Date of Executor's Appointment: June 5, 2003 Cate of Advertising Letters Testamentary: Cumberland Law Journal - June 27, July 4, & 11, 2003 The Patriot News Co. - July 1, 8, & 15, 2003 Accounting for the Period: May 24, 2003 to June 2, 2006 Purpose of Account: David H. Stone, Executor, offers this account to acquaint interested parties with the transactions which have occurred during his administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: David H. Stone, Esquire Stone LaFaver Shekletski 414 Bridge Street New Cumberland, PA 17070 SUMMARY OF ACCOUNT Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 Page Proposed Distribution to Beneficiaries 10 P~incipal Rece -"pts Net Gain (or Loss) on Sales or Other Dispositions Othe,: Receipts 1-2 3 Less Jisbursements: Adninistration Expenses (Prin) Fees and Commissions (Prin) 4 4 $11,387.30 12,348.00 Balance before Distributions Distributions to Beneficiaries 5 Prlnc~pal Balance on Hand 6 Income Recelpts Less Disbursements: Income Taxes 7-8 9 Balance before Distributions Distributions to Beneficiaries Income Balance on Hand Combined Balance on Hand Fiduciary Acquisition Value $ 83,854.91 $110,072.36 -63.84 0.00 $110,008.52 23,735.30 $ 86,273.22 3,000.00 $ 83,273.22 $ 589.55 7.86 $ 581.69 0.00 $ 581.69 $ 83,854.91 Assets Listed in Inventory (Valued as of date of death) Cash on [-[and Cacih on hand Checking Accounts M&~ Bank-Checking Acct. $0.15 Accrued Interest Savings Accounts Conmerce Bank-Savings Acct. $80.93 Accrued Interest Common Stocks Prudential Financial-14 shs. 14 Units RECEIPTS OF PRINCIPAL Estate of Paul E Wetzel As of 06/02/2006 Refunds Hiqhmark-refund Keystone Insurance Co.-refund The Woods-refund Washington National-refund on prem TOTA~ INVENTORY $ 43.17 32.79 2,480.00 8.00 Page 1 Fiduciary Acquisition Value $ 22.82 8,874.28 91,701.07 462.00 2,563.96 $103,624.13 RECEIPTS OF PRINCIPAL Estate of Paul E Wetzel As of 06/02/2006 Receipts Subsequent to Inventory (Valued when received) Commerce Bank-credit to account Prudential Life Insurance Commonwealth of PA-refund TOTAL RECEIPTS SUBSEQUENT TO INVENTORY SUMMAR" Total Inventory Total Receipts Subsequent To Inventory TOTAL RECEIPTS OF PRINCIPAL $ 90.09 2,830.30 3,527.84 Page 2 $ 6,448.23 $103,624.13 6,448.23 $110,072.36 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 12/19/20 3 Prudential Financial-sale of 14 shs. of stock 14 Units Net Proceeds Fiduciary Acquisition Value $ 398.16 462.00 Net Loss Net Loss Gain Page 3 Loss $ 63.84 $ 63.84 DISBURSEMENTS OF PRINCIPAL Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 Adminlstration Expenses (Prin) 07/29/2003 West Shore EMS-services rendered Check number 91 07/29/2003 Verizon-telephone services Check number 92 10/29/2003 Register of Wills, Agent-payment on account of Inheritance Tax w/5% discount Check number 94 11/24/2003 Medicine Shoppe-medicine Check number 95 12/08/2003 ~&T Bank, Trustee-refund due Harsco Check number 96 12/26/2003 Register of Wills-payment on account of Inheritance tax :=heck number 93 02/19/2004 Register of Wills-filing Inheritance tax and lnventory Check number 98 06/01/2006 Stone LaFaver & Shekletski-Reimb. on probate ($247.50), advertising in 2 newspapers ($180.73), and six death cert. ($18.00) 06/01/2006 Reserve for closing expenses Fees and CO'Tlmissions (Pr in) 09/24/2004 Stone LaFaver & Shekletski-on account of .I\ttorney's fee 06/01/2J06 David H. Stone-Executor's commission 06/01/2J06 Stone LaFaver & Shekletski-bal. due on Attorney's fee TOTAL DISBURSEMENTS OF PRINCIPAL $ 38.45 77.35 4,000.00 62.99 2,237.28 4,000.00 25.00 446.23 500.00 $ 3,000.00 6,174.00 3,174.00 Page 4 $ 11,387.30 12,348.00 S 23,735.30 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 Page 5 To: Darwin & Doris Kell Becuest as mentioned in Item I of will 01/1 /2004 Commerce Bank-Estate Checking Acct. Check number 97 $ 3,000.00 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 3,000.00 PRINCIPAL BALANCE ON HAND Estate of Paul E Wetzel As of 06/02/2006 Checking Accounts Corrmerce Bank-Estate Checking Acct. Less: Income balance on hand PRINCIPAL BALANCE ON HAND Page 6 Current Value Carrying Value $ 83,854.91 $ 83,854.91 $ 83,854.91 581.69 $ 83,854.91 581.69 $ 83,273.22 $ 83,273.22 RECEIPTS OF INCOME Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 Page 7 Inte::::est Commerce Bank-Estate Checking Acct. 08/15/2003 Commerce Bank-Interest on Est. Checking Acct. $ 0.56 09/0E/2C03 Commerce Bank-Interest on Est. Checking Acct. 5.23 10/17/2003 Commerce Bank-Interest on Est. Checking Acct. 12.02 11/14/2003 Commerce Bank-Interest on Est. Checking Acct. 10.69 12/1::/2003 Commerce Bank-Interest on Est. Checking Acct. 11.50 01/1::/2004 Commerce Bank-Interest on Est. Checking Acct. 10.99 02/1~/2004 Commerce Bank-interest on Est Checking Acct. 9.74 03/1 /2004 Commerce Bank-Interest on Est. Checking Acct. 10.04 04/1:',/2004 Commerce Bank-Interest on Est. Checking Acct. 11.77 12/14/2004 Commerce Bank-Interest on Est. Checking Acct. from 5-15 to 12-14-04 83.18 01/13/2005 Commerce Bank-Interest on Est. Checking Acct. 10.04 02/L/2005 Commerce Bank-Interest on Est. Checking Acct. 9.77 03/14/2005 Commerce Bank-Interest on Est. Checking Acct. 11.97 04/14/2005 Commerce Bank-Interest on Est. Checking Acct. 11.97 12/15/2005 Commerce Bank-Interest on Est.Checking Acct. from 4-15 to 12-15-05 94.68 06/02/2006 Commerce Bank-Interest on Est. Checking Acct. from 1-13-06 to 6-2-06 58.40 ----------- 362.55 Ccmmer:e Bank-Savings Acct. 05/31/2003 Commerce Bank-Interest on Savings Acct. $ 15.56 06/30/2003 Commerce Bank-Interest on Savings Acct. 85.48 07/29/2003 Commerce Bank-Interest on Savings Acct. 70.07 171.11 RECEIPTS OF INCOME Page 8 Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 M&T Ba'1k-Chec king Acct. 06/2J/2003 M&T Bank-Interest on Checking Acct. $ 0.98 07/03/20::13 M&T Bank-Interest on Checking Acct. 0.60 07/23/2003 M&T Bank-Interest on Checking Acct. 0.43 08/2 /2003 M&T Bank-Interest on Checking Acct. 0.73 09/23/2003 M&T Bank-Interest on Checking Acct. 0.78 10/23/2003 M&T Bank-Interest on Checking Acct. 0.73 11/21/20::13 M&T Bank-Interest on Checking Acct. 0.71 12/23/2003 M&T Bank-Interest on Checking Acct. 0.77 01/23/2004 M&T Bank-Interest on Checking Acct. 0.76 02/23/2C04 M&T Bank-Interest on Checking Acct. 0.75 03/23/2004 M&T Bank-Interest on Checking Acct. 0.71 04/23/2 04 M&T Bank-Interest on Checking Acct. 0.75 11/23/2004 M&T Bank-Interest on Checking Acct. from 4-24 to 11-23-04 5.21 12/23/2004 M&T Bank-Interest on Checking Acct. 0.73 01/21/2005 M&T Bank-Interest on Checking Acct. 0.71 02/01/2005 M&T Bank-Interest on Checking Acct. 0.24 ----------- 15.59 Prudential Life Insurance 01/09/2004 Prudential Life Insurance-proceeds of life insurance $ 40.30 Total Ir.terest $ 589.55 TOTAL RECEIPTS OF INCOME $ 589.55 DISBURSEMENTS OF INCOME Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 Income Taxes 08/11/2004 ?A Dept. of Revenue-tax due on PA41 Fid. Income tax Check number 99 $ 06/01/2006 PA Dept. of Revenue-taxes due on 04-05 PA41 Check number 295 TOTAL DISBURSEMENTS OF INCOME 3.86 4.00 Page 9 $ 7.86 $ 7.86 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 Page 10 To: Howard M Wetzel Distribution to the Trustee of Howard M. Wetzel 05/11/2005 The beneficiary will receive a 100 interest in the estate's residue, representing a portion of the following assets: Cash $ 83,854.91 To"::a1 $ 83,854.91 TOTAL ?ROPOSED DISTRIBUTIONS TO BENEFICIARIES $ 83,854.91 COMMONWEALTH OF PENNSYLVANIA: SS: CJUNTY OF CUMBERLAND David H. Stone, Executor under the Last Will and Testament of Paul E. Wetzel, deceased, hereby declares under oath (penalties of perjury) that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. :\./ 1/ ( / "-" '-'\ Sworn to and subscribed before me this L day of >j-:::~ , 2006. ~ J~L'/')l Notary COMMONWEALTH OF PENNSYlVANIA NOTARIAL SEAL i TINA M. BURKEY. Notary Public I I New Cumberland Bora, Cumberland Co. i My Commission Ex~ire: April 15, 20?^~J ~ STONE, LAFAVER & SHEKLETSKI ATTORNEYS AT LAW 414 BRIDGE STREET NEW C~D. PA 17070 - -. -- """"c ~ " ,. ~:- ':~:~; t...;' ~ LAST WILL AND TESTAMENT OF PAUL E. WETZEL I, PAUL E. WETZEL, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I bequeath the sum of $3,000.00 to DARWIN KELL and DORIS KELL. ITEM II: I devise and bequeath all of my estate of every nature and wherever situate, to the Trustee hereinafter named, IN TRUST, for the following uses and purposes: A. The Trustee shall accumulate the lncome and shall apply from time to time such portions of lncome, accumulated income and frincipal as they think proper the support and medical care of my son, HOWARD M. WETZEL, for and during his life after taking into considera- tion his other available assets and sources of lncome, including ffiedical assistance, Social Security and other government benefits and entitlements, and to provide for such support, or to make payment fer Page 1 of 3 ~hese purposes without further responsibility to the beneficiary, ~~ 0L ~o any person taking care of the beneficiary. B. Upon the death of my son, HOWARD M. WETZEL, or upon my ieach should he predecease me, the then remalnlng principal and any accumulated and undistributed income shall be paid as follows: 1. $5,000.00 to the NEW CUMBERLAND RIVER RESCUE. 2. The remaining balance shall be distributed as follows: A. Two-thirds thereof to GRACE EVANGELICAL LUTHERfu~ CHURCH of Carlisle Road, Camp Hill, Pennsylvania. B. One-third thereof to KEYSTONE AREA COUNCIL ENDOW- GIENT FUND OF THE BOY SCOUTS OF AMERICA. ITEM III: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM IV: I appoint ALLFIRST Trustee of any trust created under this my Last Will and Testament. Should ALLFIRST decline or cease to act as Trustee, I appoint MID PENN BANK Trustee of any trust created under this my last will. ITEM V: I appoint DAVID H. STONE Executor of this my last will. Should DAVID H. STONE fail to qualify or cease to act as Executor, I appoint ALLFIRST Executor of this my last will. Page 2 of 3 ITEM VI: I direct that my Executor, Trustee or ~heir successors shall not be required to give bond for the faithful performance of ~~eir duties In any jurisdiction. IN WITNESS WHEREOF, I, PAUL E. WETZEL, have hereunto set my hand ar.d seal this 'U- ,J /- day of /~ , / lU,Lit..L,J./C J , 2001. W ~iJ' I~ ~- ,~ ~ c.. /l/1; --- n l U _ { 7/ . c / ~f( l PAUL E. WETZ SIGNED, SEALED, PUBLISHED and DECLARED by PAUL E. WETZEL, the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. ~1ew( Lifl.< b" JA:< PI ,~ Address ~y R. .C/~_~ Witnvts I cJ ''I- I -iLL.'-" ( Address /.. .V ~..'_- Hd'-+'--L-{J.\. 1<'''), ,/ Q... . , Page 3 of 3 i:;",~,~,,<j.:~,~'\4i' ;,:'" :,l',,""~ -,' , :~ ~~R;~& i $ilEKLE~SlU. ~~' rt~~r~t )Jw <,'~ .i 'BRIDGE $mEET PAl7070 CODICIL TO THE LAST WILL AND TESTAMENT OF PAUL E. WETZEL I, PAUL E. WETZEL, of the Borough of New Cumberland, Cumberland County, and Commonwealth of Pennsylvania, declare this to be the Sole Codicil to my Last Will and Testament dated August 21, 2001. ITEM I: I hereby revoke Item II.B.2.B. of my Last Will and Testament and In its place there shall be a new Item II.B.2.B. which shall provide as follows: "Item II.B.2.B. One-third thereof to KEYSTONE AREA COUNCIL OF THE BOY SCOUTS OF AMERICA to aid in the maintenance and improvement of Hidden Valley Scout Reservation." ITEM II: In all other respects I hereby ratify, confirm and republish my Last Will and Testament dated August 21, 2001, together with this my sole codicil. IILl day of IN WITNESS WHEREOF, I have hereunto set my hand and seal this ____ ( "li..Lv .-~-Ef"1""1'ih.V~, , 2 0 0 2 . ) , j ,L.,tj F.;U:S - ...... ~tj ? It,.> t-, . E [\;'!;'~l 7 j:;'7t . ,~ ~~J../ ?age - ~f' ..L Iv..l.- "- SIGNED, SEALED, PUBLISHED and DECLARED by PAUL E. WETZEL, the Testator above named, as and for a Sole Codicil to his Last Will and Testament, and in the presence of us, who at his request, in his ~resence and in the presence of each other, have subscribed our names a s .,-1 i t n e sse s . ~~~~,.~~~ ~I]i tness \",~,~ C:,\A,,~~ Address 4::< f vIitnets ~ ~-i2~~, <.1 (;"" /Y /2,1../ ..1./' <'..<>})'/ Coe.L-C.#l.-',.:"'f-.<' c:c. dddress ) Page 2 of 2 Inventory of the real and personal estate of Paul E. Wetzel r~ .<'-:J 1- - l (~~ _ lY-i,-:~L -1_ ~-l{J ~,,:,,--: 11. 1 : 1 -: '_; " I'- " ~ :--'.1; PEer::r: ~'T _NeT F< ES[3~_e t) -I L, ~,^.JetLE:l_ Ii. 5 ot 2/=-3/ i~ :c-'/ 3t ~ i;C:,~"': fund ::und 0:-1 prern deceased ~~ ,) . --Ii II II I! [1- -~ CJ u I I' .---~------ I , !, 11 1 COMM()NW~!",i.TH OF !?Ei\!~IS'HJ!AN![~ COUNT'( OF CUM!l~!U.AMiJ 55: David H. Stone ---- ---- -..-.----, ---.--.--------.----------- being duly _n~VLo:r.:rL late of Lower Allen Twp. according to law, deposes and says that he _:i~the_n:E:~I2~ll t?_r_ ':Jf the Estate of _ _Ea1JJ__~__h7et2,~L_ ____ __________ within is an inventory made by _ David H~___________ n___, the said _______ of the entire estate of said decedent, consisting of all the personal prop~rty and reai estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each itun ef the Invent ry represent it's fair value a s of the datE' of c1eced2I1t's death. ------, Cumberlar.d County, Pa., deceased and that the Stone Executor 19 .\~iT1;..~ _____ and sub~c;~jbed befQre rpe, _41i~ r iClg_e_?tr:i2 e t_____ ____ New Cumberland, PA 17070 Addf"'" Date of Death 24 05 2003 D~y Month Year !NSTiUJCTIONS I. An inventory must be flied within three months after appointment of personal representative. 2. A supplement invenrory must be filed within {'hirty days of discovery of additional assets. 3. Additional sheets may be ciHcched as to personalty or realty 4. See Article IV, Fiduciaries Ad of 1949. ~ >"' d. -ci 0 ~ ill ;.-, UJ '" \.,0 :~ ,~~ .--l ttl <;l' tf~ ~.i -s:. (j) Q) 0 ~ w= ~~ N ~ U <D <ll I n C) t.n +J Cl t'f1 >- i..!,J c::. L'c, m Gl M i~ :1: (j) :3: ",", t: 0 I-~ .,,,j tL ttl ... I L -,.( 0 n_ o t-!~ -.J :t: rl ill ~=>. <: UJ ~ <( N I .,- \.,j u::: ri1 >- ?' L +- I Z 0 C. :J I .--l Vl Z ;j 0 0 a::: U Z UJ << m ~~, 0... r:4 \J c: 10 ..... -;: 0 <ll ..0 " ..}t Q) E '" 0 .. '" :::I u: 0 --I U !lI:l PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND : Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VlZ: '^-;. // ; ( I , <i- ;' !,"", / , (j I (/ j) " // / ~~:<,)i0;'-)1 --~/ Affiant further deposes that he is authorized to verifY this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Wetzel, Paul E., dec'd. Late of Lower Allen Township. Executor: David H. Stone, 414 Bridge Street, New Cumberland, PA 17070. Attorneys: David H. Stone, Es- quire, Stone LaFaver & Sheklet- ski, 414 Bridge St.. P.O. Box E, New Cumberland. PA 17070. / ~::::- v"'" SWORN TO AND SUBSCRIBED before me this II day of //(() / ,c. .. / .. (-,_t" ,,) C..- 'x'- //,/ ;::,/.../ ~o.t.aFY"","~'M"":'"'''''~''''''''' ~,"';~",;l(:~;"ij"'i.-t:....:~.rj~..!zn,=';;-'J~;"c;.,: ~ "{~(i.?:.f'c.t.. I, i ~ ~; ~- I ~ l!:~,,,,.-.,....,,,~,,,,,o,,,,,'"''''''.''''''''.''':''''''''''''''''''''' .. THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16,1929 Commonwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Asst. Controller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the 1 st, 8th and 15th day(s) of July 2003. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY ~~a~~;~~1b~f~~re)~;:.'1'~:;~:.'..':~J.U~..~~.~..~.... i 7/" / Notalial Seal /' ) ~.7 / /" /;;/ {/ J. . Terry L. Russell. Notary Public / / I, /L,/(/y / /;(/.;{/:'~~-:e/ City Of Harnsburg, Dauphin County /- / My Commission ExpiresJune6,2C05 NOTARY PUBLIC Member, Pennsylvania Association Of Notaries My commission expires June 6, 2006 EXECUTOR'S NOTICE u~tters Testc:11€'ntarv 011 the Estate of E, \t.J>'!tze: :ctp of the Lower Aller TownM sniP, COul,iY o!:':JrTiber!and, and Common. wealth of Pennsylvania. deceased. have been granted to the undersigned. All persons indebted to the sold Estate are requested to make immediate payment and those having claims will present them without delay to: David H. Stone 414 Bridge Street New Cumberland. PA 17070 David H. Stone, Esquire STONE LaFAVER & SHEKLETSKI 414 Bridge St.. P.O. Box E New Cumberland, PA 17070 STONE, LAFAVER & SHEKLETSKI ATTN: DAVID H. STONE 414 BRIDGE STREET NEW CUMBERLAND, PA. 17070 Statement of Advertising Costs To THE PATRIOT-NEWS CO., Dr. For publishing the notice or publication attached hereto on the above stated dates $ Probating same Notary Fee(s) $ T~~ $ 103.98 1.75 105.73 Publisher's Receipt for Advertising Cost The Patriot News Co., publisher of The Patriot-News and The Sunday Patriot-News, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. By.................................................................... H tl:10H Z l:,Ejl-rjZ Z \J). 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AMENDMENT TO FIRST AND FINAL ACCOUNT SUMMARY OF ACCOUNT Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 Page Proposed Distribution to Beneficiaries 10 Principal Receipts Net Gain (or Loss) on Sales or Other Dispositions Other Receipts 1-2 3 Less Disbursements: Administration Expenses (Prin) Fees and Commissions (Prin) 4 4 $11,387.30 6,500.00 Balance before Distributions Distributions to Beneficiaries 5 Principal Balance on Hand 6 Income Receipts Less Disbursements: Income Taxes 7-8 9 Balance before Distributions Distributions to Beneficiaries Income Balance on Hand Combined Balance on Hand r-' ,~, ___ -J 7 ""'" ',~ v-- (' 7, '~i rf'. J "'- -,,"-,j Fiduciary Acqu:csition Value $ 89,702.91 $110,072.36 -63.84 0.00 $110,008.52 17,887.30 $ 92,121.22 3,000.00 $ 89,121.22 $ 589.55 7.86 $ 581.69 0.00 $ 581.69 $ 89,702.91 RECEIPTS OF PRINCIPAL Estate of Paul E Wetzel As of 06/02/2006 Assets Listed in Inventory (Valued as of date of death) Cash on Hand Cash on hand Checking Accounts M&T Bank-Checking Acct. $0.15 Accrued Interest Savings Accounts Commerce Bank-Savings Acct. $80.93 Accrued Interest Common Stocks Prudential Financial-14 shs. 14 Units Refunds Highmark-refund Keystone Insurance Co.-refund The Woods-refund Washington National-refund on prem TOTAL INVENTORY $ 43.17 32.79 2,480.00 8.00 Page 1 Fiduciary Acquisition Value $ 22.82 8,874.28 91,701.07 462.00 2,563.96 $103,624.13 RECEIPTS OF PRINCIPAL Estate of Paul E Wetzel As of 06/02/2006 Receipts Subsequent to Inventory (Valued when received) Commerce Bank-credit to account Prudential Life Insurance Commonwealth of PA-refund TOTAL RECEIPTS SUBSEQUENT TO INVENTORY SUMMARY Total Inventory Total Receipts Subsequent To Inventory TOTAL RECEIPTS OF PRINCIPAL $ 90.09 2,830.30 3,527.84 Page 2 $ 6,448.23 $103,624.13 6,448.23 $110,072.36 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 12/19/2003 prudential Financial-sale of 14 shs. of stock 14 Units Net Proceeds Fiduciary Acquisition Value $ 398.16 462.00 Net Loss Net Loss Gain Page 3 Loss $ 63.84 $ 63.84 DISBURSEMENTS OF PRINCIPAL Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 Administration Expenses (Prin) 07/29/2003 West Shore EMS-services rendered Check number 91 07/29/2003 Verizon-telephone services Check number 92 10/29/2003 Register of Wills, Agent-payment on account of Inheritance Tax w/5% discount Check number 94 11/24/2003 Medicine Shoppe-medicine Check number 95 12/08/2003 M&T Bank, Trustee-refund due Harsco Check number 96 12/26/2003 Register of Wills-payment on account of Inheritance tax Check number 93 02/19/2004 Register of Wills-filing Inheritance tax and inventory Check number 98 06/01/2006 Stone LaFaver & Shekletski-Reimb. on probate ($247.50), advertising in 2 newspapers ($180.73), and six death cert. ($18.00) 06/01/2006 Reserve for closing expenses Fees and Commissions (Prin) 09/24/2004 Stone LaFaver & Shek1etski-on account of Attorney's fee 06/01/2006 Stone LaFaver & Shek1etski-bal. due on Attorney's fee TOTAL DISBURSEMENTS OF PRINCIPAL $ 38.45 77.35 4,000.00 62.99 2,237.28 4,000.00 25.00 446.23 500.00 $ 3,000.00 3,500.00 Page 4 $ 11,387.30 6,500.00 $ 17,887.30 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 Page 5 To: Darwin & Doris Kell Bequest as mentioned in Item I of will 01/13/2004 Commerce Bank-Estate Checking Acct. Check number 97 $ 3,000.00 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 3,000.00 ----------- ----------- PRINCIPAL BALANCE ON HAND Estate of Paul E Wetzel As of 06/02/2006 Checking Accounts Commerce Bank-Estate Checking Acct. Less: Income balance on hand PRINCIPAL BALANCE ON HAND Page 6 Current Value Carrying Value $ 89,702.91 $ 89,702.91 $ 89,702.91 581.69 $ 89,702.91 581.69 $ 89,121.22 $ 89,121.22 ----------- ----------- RECEIPTS OF INCOME Page 7 Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 Interest Commerce Bank-Estate Checking Acct. 08/15/2003 Commerce Bank-Interest on Est. Checking Acct. $ 0.56 09/06/2003 Commerce Bank-Interest on Est. Checking Acct. 5.23 10/17/2003 Commerce Bank-Interest on Est. Checking Acct. 12.02 11/14/2003 Commerce Bank-Interest on Est. Checking Acct. 10.69 12/15/2003 Commerce Bank-Interest on Est. Checking Acct. 11.50 01/15/2004 Commerce Bank-Interest on Est. Checking Acct. 10.99 02/12/2004 Commerce Bank-interest on Est Checking Acct. 9.74 03/12/2004 Commerce Bank-Interest on Est. Checking Acct. 10.04 04/15/2004 Commerce Bank-Interest on Est. Checking Acct. 11.77 12/14/2004 Commerce Bank-Interest on Est. Checking Acct. from 5-15 to 12-14-04 83.18 01/13/2005 Commerce Bank-Interest on Est. Checking Acct. 10.04 02/11/2005 Commerce Bank-Interest on Est. Checking Acct. 9.77 03/14/2005 Commerce Bank-Interest on Est. Checking Acct. 11. 97 04/14/2005 Commerce Bank-Interest on Est. Checking Acct. 11. 97 12/15/2005 Commerce Bank-Interest on Est.Checking Acct. from 4-15 to 12-15-05 94.68 06/02/2006 Commerce Bank-Interest on Est. Checking Acct. from 1-13-06 to 6-2-06 58.40 ----------- 362.55 Commerce Bank-Savings Acct. 05/31/2003 Commerce Bank-Interest on Savings Acct. $ 15.56 06/30/2003 Commerce Bank-Interest on Savings Acct. 85.48 07/29/2003 Commerce Bank-Interest on Savings Acct. 70.07 ----------- 171.11 RECEIPTS OF INCOME Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 M&T Bank-Checking Acct. 06/20/2003 M&T Bank-Interest on Checking Acct. 07/03/2003 M&T Bank-Interest on Checking Acct. 07/23/2003 M&T Bank-Interest on Checking Acct. 08/22/2003 M&T Bank-Interest on Checking Acct. 09/23/2003 M&T Bank-Interest on Checking Acct. 10/23/2003 M&T Bank-Interest on Checking Acct. 11/21/2003 M&T Bank-Interest on Checking Acct. 12/23/2003 M&T Bank-Interest on Checking Acct. 01/23/2004 M&T Bank-Interest on Checking Acct. 02/23/2004 M&T Bank-Interest on Checking Acct. 03/23/2004 M&T Bank-Interest on Checking Acct. 04/23/2004 M&T Bank-Interest on Checking Acct. 11/23/2004 M&T Bank-Interest on Checking Acct. from 4-24 to 11-23-04 12/23/2004 M&T Bank-Interest on Checking Acct. 01/21/2005 M&T Bank-Interest on Checking Acct. 02/01/2005 M&T Bank-Interest on Checking Acct. Prudential Life Insurance 01/09/2004 Prudential Life Insurance-proceeds of life insurance Total Interest TOTAL RECEIPTS OF INCOME $ 0.98 0.60 0.43 0.73 0.78 0.73 0.71 0.77 0.76 0.75 0.71 0.75 5.21 0.73 0.71 0.24 15.59 $ 40.30 Page 8 $ 589.55 $ 589.55 ----------- ----------- DISBURSEMENTS OF INCOME Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 Income l'axes 08/11/2004 PA Dept. of Revenue-tax due on PA41 Fid. Income tax Check number 99 $ 06/01/2006 PA Dept. of Revenue-taxes due on 04-05 PA41 Check number 295 TOTAL DISBURSEMENTS OF INCOME 3.86 4.00 Page 9 $ 7.86 $ 7.86 ----------- ----------- PROPOSED DISTRIBUTIONS TO BENEFICIARIES Estate of Paul E Wetzel For Period OS/24/2003 Through 06/02/2006 Page 10 To: Howard M Wetzel Distribution to the Trustee of Howard M. Wetzel 05/11/2005 The beneficiary will receive a 100% interest in the estate's residue, representing a portion of the following assets: Cash $ 89,702.91 Total $ 89,702.91 TOTAL PROPOSED DISTRIBUTIONS TO BENEFICIARIES $ 89,702.91 ----------- ----------- COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND David H. Stone, Executor under the Last Will and Testament of Paul E. Wetzel, deceased, hereby declares under oath (penalties of perjury) that he has fully and faithfully discharged the duties of his office; that the foregoing Amendment to the First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. or Sworn to and subscribed be fore me this ;2.C) oM day of ?fL-~"" ~2006. \ U~ ';r, ~/~LIt1LI - Notary publiC.! COMMONWCALtH Of! fJtNN$ NIA NOTARIAL SEAL TINA M. BURKEY, Notary Public New Cumberland Bora, Cumberland Co. I My Commission Expires April 15. 2009 I I I , i i [ j: j. , f f * ~, ~. j, I ~ ~ ~. j. I !' ! ~. ! i Ii f' t t: .~ i r f I: , t i 1, f I. I < I ~ l i' i. I, t<" i i Pa. O.t. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF e/lJft\6 E'R..l ANn COUNTY, PENNSYLVANIA Name of Decedent: -PauJ E We:L?..~{ Date of Death: 5~ J.. 4- b3 File Number: .l( ~03 - 04 <00 Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: I 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. EYes DNo 2. If the answeris No, state when the personal representative reasonably believes that the adririnistration will be complete: 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a finaI'account with the Court? . . . . . .. EYes DNo b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infomlally to the parties in interest? ..............,................ - DYes DNo C,J ormal accounts may be is report. d. Copies of receipts, releases, joinders and approvals of formal :; filed w~!h the Clerk of the Orphans' Court and may be attac <.>J ~:- :~ - ,t~_k 07 Date n C3 Capacity: J2(personal Representative [j' Counsel ~ V u:! l+ So fm1e Name of Person Filing this Form \ ~/4. ~n J'Y st Address ~ ~~l~ fJ}4- /7070 1/7-77'-1' 7<13_\ Telephone Form RW-/O rev. 10./3.06 cJ LUffiDer~ana County - ~eglster UL Wl~~S One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/14/2007 STONE DAVID HEAN STONE LAFAVER & SHEKLETSKI 414 BRIDGE ST PO BOX E NEW CUMBERLAND, PA 17070 RE: Estate of WETZEL PAUL E File Number: 2003-00460 Dear Sir/Ma9.am: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/24/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans. Court cc: File Personal Representative(s) '.IUQ I ;'_JU 6S ; 1 I It 1"[ J ~