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Home My WebLink About01-13-121505610140 REV-1500 EX ~°'-'°' OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO Box 2sosol INHERITANCE TAX RETURN 2 1 1 1 0 6 2 1 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 2 0 4 4 0 6 4 9 7 0 5 0 5 2 0 1 1 1 1 1 9 1 9 5 2 Decedent's Last Name Suffix Decedent's First Name MI W E A V E R D A V I D E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI O 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) Q 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number S U S A N H C O N F A I R 7 1 7 7 6 3 1. 3 8 3 _, First line of address 2 3 3 1 M A R K E T Second line of address City or Post Office C A M P H I L L S T R E E T State ZIP Code P A 1 7 0 1 1 Correspondent's a-mail address: SCONFAIRaREAGERADLERPC • COM 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 of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAyU13E F PERSO { RES ONSIBL FOR FILING RETURN ~ DATE `~ ~ Qa~, - ~ -- I ~ ADDRESS 90 EASTGATE DRIVE CAMP HILL PA 17011 SIGNATURE OF PRE RE~OTyiER THAN REPRESENTATIVE ~ ~~ ~ D~TE„ 2331 MARKET STREET CAMP HILL PA 17011 PLEASE USE ORIGINAL FORM ONLY 1505610140 Side 1 1505610140 1505610240 REV-1500 EX Decedent's Social Security Number Decedent's Name: DAVID E• WEAVER 2 0 4 4 0 6 4 9 7 RECAPITULATION 1 6 1 8 0 0. 0 0 1. Real Estate (Schedule A) ........................................... 1 2. Stocks and Bonds (Schedule B) ...................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) .................... ..... . 4. 6 1 0 7 8 ' 6 5 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E). ..... . 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested . ..... . 6. 1 2 0 0 5 0 • 0 0 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property (Schedule G) ~ Separate Billing Requested . .... .. 7. 8. Total Gross Assets (total Lines 1 through 7) ..................... .... .. 8. 3 4 2 9 2 8 , 6 5 9. Funeral Expenses and Administrative Costs (Schedule H) ............ .... .. 9• 1 8 0 7 0 • 0 5 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ....... .... .. 10. 2 4 5 7 ? 0 . 4 9 11. Total Deductions (total Lines 9 and 10) ......................... .... .. 11. 2 6 3 8 4 0. 5 4 12. Net Value of Estate (Line 8 minus Line 11) ...................... .... .. 12• 7 9 0 8 8 . 1 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................ .... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ................ .... .. 14. 7 9 0 8 8 . 1 1 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 0 0 15 0. 0 0 . (a)(1.2)x.o _ . 16. Amount of Line 14 taxable 0 1 7 0 9 9 3 16 7 6 9. 4 6 . at lineal rate x .045 . 17. Amount of Line 14 taxable 1 0 0 0 0. 0 0 17 1 2 0 0. 0 0 at sibling rate X .12 . 18. Amount of Line 14 taxable 5 1 9 8 9. 0 8 1 S 7 7 9 8. 3 6 at collateral rate X .15 . 19. ............................................... TAX DUE ..... ..19. 9 7 6 7. 8 2 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OV ERPAYMENT Q Side 2 1505610240 1505610240 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 11 0621 DECEDENTS NAME DAVID E • WEAVER ___ _____ _ _ STREET ADDRESS 90 _EASTGATE _DRIVE_ --- - --- __ _- -_._ CITY STATE ZIP CAMP HILL PA 17011 Tax Payments and Credits: ~. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 16 , 5 0 0.0 0 B. Discount 488.39 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (1) 9,767.82 Total Credits (A + B) (2) 16 , 9 8 8.3 9 (3) (4) 7,220.57 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.0 0 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 : ................................................................. ..... ~ a X b. retain the right to designate who shall use the property transferred or its income; .......................... ..... ^ c. retain a reversionary interest; or ........................................................................................... ..... ^ 0 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? .................................................................................. h? " ..... ^ ^ .... or payable-upon-death bank account or security at his or her deat 3. Did decedent own an "in trust for ..... Did decedent own an individual retirement account, annuity or other non-probate property, which 4 . contains a beneficiary designation? ............................................................................................ ...... ^ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse i; 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [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 21 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 percent [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 percent, 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 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, unde Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (01-10) pennsylvania ~ SCHEDULE A DEPARTMENT OF REVENUE I REAL ESTATE INHERITANCE TAX RETURN RFSI~FNT nFCF~FNT ESTATE OF: FILE NUMBER: DAVID E• WEAVER 21 11 0621 All real property owned solely or as a tenant in common must be reported at fair market value. Fair 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 that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1• 105 N• 36TH STREET, CAMP HILL, PENNSYLVANIA 161,8D0•DO ASSESSED VALUE - 5161,OOD X COMMON LEVEL RATIO - 1.00 =161,80D•00 PEARL H• WEAVER IS A LIFE TENANT IN PROPERTY TOTAL (Also enter on Line 1, Recapitulation.) ~ $ 161, 8 0 0 If more space is needed, use additional sheets of paper of the same size. REV-1508 EX + (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER DAVID E• WEAVER 21 11 0621 Indude the proceeds of litigation and the date the proceeds were received by the estate. All properly jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M & T BANK - CHECKING ACCOUNT - X89143078 3,936.31 499 MITCHELL ROAD MILLSBORO, DE 19966 2• COLLECTIABLES AND PERSONAL PROPERTY 30,000.00 3• 2009 DODGE VAN 14,500.00 4• HOWARD HANNA INCOME/COMMISSIONS 9,731.65 5• PFB MEMBERSHIP REFUND 777.15 6• WORLD POINTS REFUND 120.00 7• SIRIUS XM REFUND 159.12 8• CHRYSLER SERVICE CONTRACTS REFUND 915.31 9• HOWARD HANNA REIMBURSEMENT (RYAN HARING) 686.00 10• JP MORGAN CHASE PAYOFF REFUND 253.11 ~~ TOTAL (Also enter on line 5, Recapitulation) I $ 61, 0 7 8 • 6 5 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN n~nln~•IT C\rnrl'1L\IT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: DAVID E• WEAVER 21 11 0621 If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A.FLOYD L• LENKER 90 EASTGATE DRIVE PARTNER CAMP HILL, PA 17011 B. C. JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. 5/1979 REAL ESTATE - 90 EASTGATE DRIVE, 240,100•DO 50• 120,050.00 CAMP HILL, PA 17011 TOTAL (Also enter on Line 6, Recapitulation) I S 120 , 0 50.00 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER DAVID E• WEAVER 21 11 0621 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. NEIL FUNERAL HOME 2• LUNCH/DINNER - COUNTRY KITCHEN B. 1 2. 3. 4. 5. 6. 7 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State Year(s) Commission Paid: AttomeyFees: REAGER & ADLER, PC Family Exemption: (If decedents address is not the same as claimants, attach explanation.) Claimant Street Address City State _ Relationship of Claimant to Decedent Probate Fees: CUMBERLAND COUNTY REGISTER OF WILLS Accountant Fees: SUE R E D M O N D Tax Retum Preparer Fees: ZIP ZIP 10,520.55 240.00 6,500.00 369.50 440.00 TOTAL (Also enter on Line 9, Recapitulation) I S 18 , 0 7 0.0 5 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER DAVID E• WEAVER 21 11 0621 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. TD AUTO FINANCE - 20D9 DODGE VAN PAYMENTS AND PAYOFF 6,811.43 2• JP MORGAN CHASE PAYMENTS AND PAYOFF - 105 N• 36TH STREET, 129,203.75 CAMP HILL, PENNSYLLANIA 3• DOLLAR BANK MORTGAGE - 90 EASTGATE DRIVE, CAMP HILL, 67,775.00 PENNSYLVANIA (1/2 INTEREST) 4• CARLISLE REGIONAL MEDICAL CENTER - #1111475 8 #1109291 28D•77 5• KNETIC IMAGING - #49683 2.42 6• BANK OF AMERICA CREDIT CARD - #488892D014420119 1,350.41 7• AMERCCAN EXPRESS CREDIT CARD - #205931370 2,456.76 8• PINNACLEHEALTH CARDIOVASCULAR INST•, INC• - #150727 153.80 9• QUANTUM IMAGING AND THERAPEUTIC ASSOCIATES - X11257 49.08 10• CENTER FOR KIDNEY DISEASE & HYPERTENSIO - #5050 39.11 11• HOLY SPIRIT HOSPITAL - #39669262 1,62D•30 12• HOLY SPIRIT HOSPITAL - #39624267 765.51 13• CARLISLE MEDICAL GROUP, LLC 273.45 14• AMERICAN WATER - 105 N• 36th STREET, CAMP HILL, PA 44.63 15• MICHAEL LANGAN -2011 SCHOOL REAL ESTATE TAXES - 105 N• 36TH STREET 1,358.9D TOTAL (Also enter on Line 10, Recapitulation) I $ .,~ If more space is needed, insert additional sheets of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent DAVID E. WEAVER 21 11 0621 Decedent's Name Page 1 File Number Schedule I -Debts of Decedent, Mortgage Liabilities, 8 Liens ITEM NUMBER DESCRIPTION AMOUNT 16• INSURANCE - 105 N• 36TH STREET, CAMP HILL, PA 563.00 17• 2010 IRS FEDERAL TAX 9,175.00 18• 2011 IRS FEDERAL TAX ESTIMATE 15,000.00 19 2010 PENNSYLVANIA TAX 2,151.00 20• 2011 PENNSYLVANIA TAX ESTIMATE 3,000.00 21• 2010 WEST SHORE TAX CLAIM BUREAU - LOCAL 1,703.46 22• 2011 WEST SHORE TAX CLAIM BUREAU - LOCAL ESTIMATE 1,500.00 23• 2010 DEPT• OF TREASURER - BALANCE DUE 363.44 24• 2010 PENNSYLVANIA TAX - BALANCE DUE 129.27 25• SUBTOTAL SCHEDULEI 33,585.17 GRAND TOTAL SCHEDULE I 3 245,770.49 REV-1513 EX+(01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT DAVID E NUMBER I. 1. 2• 3• 4• II. 1 • WEAVER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (Include outright spousal distributions and Vansfers under Sec. 9116 (a) (1.2).] FLOYD L• LENKER 90 EASTGATE DRIVE CAMP HILL, PA 17011 CORY WEAVER (SPECIFIC BEQUEST) 8284 LAKE RIDGE DRIVE CLEMMONS, NC 27012 ROSA LEE WEAVER (SPECIFIC BEQUEST) 105 NORTH 36TH STREET CAMP HILL, PA 17011 PEARL H• WEAVER (LIFE ESTATE) 105 NORTH 36TH STREET CAMP HILL, PA 17011 LIFE ESTATE IN 105 NORTH 36TH STREET CAMP HILL, PA 17011 L FILE NUMBER: 21 11 0621 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Collateral Collateral Sibling Lineal 41,989.08 Lo,ooo.aD Lo,DOO.oo 17,099.03 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ SCHEDULE J BENEFICIARIES AUNT OR SNARE OF ESTATE If more space is needed, use additional sheets of paper of the same size. REV-1514 EX+ (4-09) pennsylvania DEPARTMENT OF REVENUE Bureau of Individual Taxes PO Box 280601 Harcisburg PA 17128-0601 SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN (CHECK BOX 4 ON REV-1500 COVER SHEET) ESTATE OF FILE NUMBER DAVID E• WEAVER 21 11 0621 This schedule should 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. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death from 5-1-89 to 4-30-99, and in Aleph Volume for dates of death from 5-1-99 and thereafter. Indicate below the type of instrument that created the future interest and attach a copy of it to the tax return. ® Will ^ Intervivos Deed of Trust ^ Other • NAME flF LIFE TENANT DATE OF BIRTH NEAREST AGE A7 DATE OF DEATH TERM flF YEARS LIFE ESTATE IS PAYABLE PEARL H • WEAVER 12/3/1919 92 ®Life or ^Term of Years ^ 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 ......................................... $ 161, 800 • 00 2. Actuarial factor per appropriate table ................................................ • 10568 Interest table rate - ^3.5% ^ 6% ^ 10% ^Variable Rate 3. Value of life estate (Line 1 multiplied by Line 2) . . .................................... $ 17, 099 • 02 • NAME OF LIfE ANNUITANT DATE OF BIRTH NEAREST AGE AT DATE OF DEATH TERM OF YEARS ANNUITY I5 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 annuity is payable .......................................... $ 2. Check appropriate block below and enter corresponding number . . . ....................... . Frequency of payout - ^ Weekly (52) ^ Bi-weekly (26) ^ Monthly (12) ^ Quarterly (4) ^Serni-annually (2) ^ Annually (1) ^ Other ( ) 3. Amount of payout per period ......................................................$ 4. Aggregate annual payment, Line 2 multiplied by Line 3 . ................................. . 5. Annuity Factor (see instructions) Interest table rate - ^ 3.5% ^ 6% ^ 10% ^Variable Rate 6. Adjustment Factor (See instructions) . . ............................................. . 7. Value of annuity - If using 3.5%, 6%, 10%, or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 ...........................$ If using variable rate and period payout is at beginning of period, calculation is (Line 4 x Line 5 x Line 6) + Line 3 ................................................. $ NOTE: The values of the funds that create the above future interests must be reported as part of the estate assets on Schedules A through G of the tax return. The resulting life or annuity interest should be reported at the appropriate tax rate on Lines 13 and 15 through 18 of the return. If more space is needed, use additional sheets of the same size. `^/ h:~ T ~~ ~^ ~^4r w~ ~ ~7 ~~ ~ ~ ~/ 1 ~ 7 T T n r1{~ ` ~.r j .' ~J ~ ~ Q'1 .,.1.'} L.._..~ LAST WILL AND TESTAMENT ~c~ - ~__ Q -~-~ Q ~ . ~ ~ OF Q~ rv ~--'~' ~ ~~ ~,, DAVID E. WEAVER I, DAVID E. WEAVER, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and Testament, hereby revoking any and all prior Wills and Codicils thereto by me at anytime heretofore made. 1. IDENTIFICATION OF FAMILY. I declare that I am not married and have no children. 2. PAYMENT OF BURIAL EXPENSES AND DEBTS. I authorize my executor to pay all the expenses of (1) a funeral or memorial service; (2) the interment of my remains, including the costs of a gravesite, if necessary; and (3) the installation and inscription of a suitable marker at, and perpetual care of, the gravesite. I further direct my executor to pay all of my debts that my executor in his or her sole discretion may allow as claims against my estate. 3. SPECIFIC BEQUEST: I give, grant and devise the sum of $ 10,000.00 to my nephew, CORY WEAVER. I give, grant and devise the sum of $10,000.00 to my sister, ROSA LEE WEAVER. 4. DISPOSITION OF TANGIBLE PERSONAL PROPERTY. I give all of my tangible personal property of every kind and description, including, but not limited to, books, pictures, clothing, articles of household or personal use or adornment, household furnishings and effects, and automotive vehicles and their accessories, but excluding any money, evidences of indebtedness, documents of title, and securities and property used in connection with the operation of any trade or business, and not otherwise disposed of herein, to FLOYD L. LENKER. I direct my Executor to divide my tangible personal property into two parts. The first part shall contain all items that my Executor determines, after consulting with FLOYD L. LENKER, to be of no present or future value or use to him. The second part shall contain the balance of the property. My Executor shall dispose of the first part by sale, abandonment, destruction, or gift to any charity or person. The proceeds of any sale shall be added to my residuary estate. All property in the second part I give to FLOYD L. LENKER. In the event that FLOYD L. LENKER shall predecease me, then I leave my tangible personal property to LUANN HENDERSHOT. Any item of personalty passing to a minor under this Section 4 may be delivered to the minor or to any person to hold for the minor, as my Executor thinks advisable, and the receipt by any such persons, including the minor, shall constitute a full and complete discharge to my Executor. ~-ter.-bL ~- ~~"-" Q:\EstatePlanning\Clients\Weaver, David\Weaver.David.Will.doc December 30, 2008 4. DISPOSITION OF RESIDUARY ESTATE. 4.1 Disposition. All of the rest, residue and remainder of the property that I own at the time of my death, both real and personal, and of every kind and description, wherever situated, to which I may be legally or equitably entitled at the time of my death (my "residuary estate"), I give outright and absolutely to FLOYD L. LENKER, subject however to the following provision with regard to my real estate situate at 105 N. 36th Street, Borough of Camp Hill, County of Cumberland, Commonwealth of Pennsyvlania. 4.1.1 My mother, PEARL H. WEAVER, shall have a life estate interest in 105 N. 36th Street, Camp Hill for the balance of her natural life, including the existing personal property and contents of mine situate in the property. 4.2. In the event FLOYD L. LENKER is not living on the sixtieth (60) day after the date of my death, I leave all the rest, residue and remainder of the property that I own at the time of my death, both real and personal, and of every kind and description, wherever situate, to which I may be legally or equitably entitled at the time of my death (my "residuary estate") to LUANN HENDERSHOT, subject to the life estate set forth in Section 4.1.1 with regard to my real estate known as 105 N. 36th Street, Camp Hill, PA and personal property and contents situate in the property. 5. POWERS OF ADMINISTRATION. 5.1. Grant of Powers. My executor, in the administration of my estate, (my "fiduciaries") shall have the powers and authorities .set forth in this Article 5. These powers and authorities may be exercised by my executor and trustee in their sole and absolute discretion, without the permission or order of any court. These powers shall be supplementary to those conferred by law, including, but not limited to, those set forth in Title 20, Chapter 33, of the Pennsylvania Consolidated Statutes. 5.2. Retention of Assets. My fiduciaries shall have the power to retain any or all property of my estate, however received and acquired, for so long as they deem appropriate. This power may be exercised even though the property may not be of the type authorized by law for investment, and even though the retention may leave a disproportionately large amount of the value of my estate invested in one type of property. 5.3. Transfer of Assets. My fiduciaries shall have the power to sell, transfer, and convey any property, of whatever nature, including real property, and wherever situated, that I may own at the time of my death, or that may come into my estate or after my death. The sale, transfer, or conveyance may be by public or private sale, at such time, on such terms and conditions, including selling price and credit, in such manner, and for any reason that my fiduciaries deem appropriate, including, but not limited to, the purpose of obtaining net proceeds to be distributed to my residuary beneficiaries. ~~ ~: ~--- David E. Weaver Q:\EstatePlanning\Clients\Weaver, David\Weaver.David.Will.doc December 30, 2008 5.4. Investment. My fiduciaries shall have the power to invest and reinvest any property in my estate in preferred and common stocks, bonds, notes, common trust funds (including any managed by any corporate fiduciary), interests in investments, trusts, mutual funds, leases, mortgages on property wherever located, and, generally, in any property and in proportions of property as my fiduciaries deem advisable, even though the investments are not of the character or proportions authorized by applicable law for the investment of the funds. 5.5. Power to Borrow. My fiduciaries shall have the power to borrow money for any purpose, for any periods of time, and on any terms and conditions as they deem advisable (including the power to borrow from any corporate fiduciary), and to pledge, mortgage, or otherwise encumber any property in my estate to secure repayment of any loan, as well as the power to renew existing loans either as maker or endorser. 5.6. Power to Hold Property in Nominee Form. My fiduciaries shall have the power to hold any property in the name of a nominee or in bearer form. 5.7. Distribution in Cash or in Kind. My fiduciaries shall have the power to make distributions in cash or in kind, or partly in cash, in divided or undivided interests, as amended, or other applicable law, and to determine which assets shall be sold and which shall be distributed in kind, without notice to or consent by any beneficiary. 5.8. Distribution to Minors and Persons Under Disability. My fiduciaries shall have the power to make distributions or payments to or for the benefit of any beneficiary who is a minor, an incompetent, or who in the .fiduciaries' judgment is incapacitated. The distributions or payments shall be made in any one or more of the following ways: (1) directly to the beneficiary; (2) directly to the creditor in payment of the debts or expenses of the beneficiary; (3) to the guardian of the person or estate of the beneficiary; (4) to any custodial parent of a minor beneficiary; (5) to a custodian for the beneficiary under any law related to gifts to minors, including to my fiduciaries in that capacity; or (6) to any other person who shall have the care and custody of the person of the beneficiary. There shall be no duty to see to the application of funds so paid, provided due care was exercised in the selection of the person to whom the funds were paid, and the receipt of the person shall be full acquittance of the fiduciaries. 5.9. Continuation or Liquidation of Business. My fiduciaries shall have the power to continue or to permit the continuation of any business, incorporated or unincorporated, in which I may have any interest at the time of my death for any period of time, or to liquidate the business on any terms as they deem appropriate. This power includes, but is not limited to (1) the power to invest additional sums in any business, even to the extent that my estate may be invested largely or entirely in the business, without liability for any loss resulting from lack of diversification; (2) the power to act as or to select other persons to act as directors, officers, or employees of any business, to be compensated without regard to being a fiduciary under this Will; and (3) the power to make any other arrangements in regard to any business as my fiduciaries shall deem proper. 3 ~ ~ ~ David E. Weaver Q:\EstatePlanning\Clients\Weaver, David\Weaver.David.Will.doc December 30, 2008 5.10. Employment of Agents. My fiduciaries shall have the power to employ and pay the compensation of any and all attorneys, agents, custodians, attorneys-in-fact, experts, investment counsel, accountants, bookkeepers, or other agents or providers of services as my fiduciaries deem advisable in the administration of my estate. 5.1 1. Commissions. My fiduciaries shall have the power to take reasonable commissions on account at any time during the administration of my estate without the approval of any beneficiary or of the court, but subject to allowance or disallowance on the settlement of the final accounts of my fiduciaries. 5.12.. Third Party Reliance. No person or corporation dealing with my executor shall be required to see to the application of any property paid or delivered to my executor, or to inquire into either the authority of my executor to enter into any transaction or the expediency or propriety of any transaction entered into by my executor. 5..13 Charitable Donations. In the event that any of my tangible personal property is donated to a charitable organization(s) then my fiduciary is instructed to use the value of said donation(s) as an inheritance tax deduction for any inheritance tax return which may be required to be filed as a consequence of my death. 6. PAYMENT OF DEATH TAXES. 6.1. Payment of Estate Taxes. I direct that all federal and Pennsylvania estate taxes payable as a result of taxes assessed on property passing under this Will shall be paid from my residuary estate as a part of the expenses of the administration of the estate. 6.2. Inheritance Tax. I direct that the Pennsylvania inheritance taxes payable as a result of my death, limited to taxes assessed on property passing under this Will, shall be paid out of my residuary estate and shall not be deducted or collected from any beneficiary under this Will or other transferee. 7. EXECUTOR. 7.1. Appointment. I name, constitute, and appoint FLOYD L. LENKER as executor of my estate. If FLOYD L. LENKER shall not survive me, shall not serve as executor for any reason, or shall cease to serve as executor for any reason after appointment, I appoint DAVID FLEMING as successor executor. 7.2. Bond Not Required. None of the individuals named in Section 7.1 shall be required to furnish a bond for the faithful performance of his duties as executor. 8. PRESUMPTION IN CASE OF SIMULTANEOUS DEATH. For the purposes of this Will, in determining whether a person has survived me or another person, a person shall not be deemed to have survived me or another person if he or she dies within sixty (60) days of my death or of the death of the other person. 4 ~ ~,1~~.~--- David E. Weaver Q:\EstatePlanning\Clients\Weaver, David\Weaver.David.Will.doc December 30, 2008 9. LIABILITY OF EXECUTOR. My executor shall not at any time be liable for mistake of law or of fact, or both law and fact, or errors of judgment, nor for any loss coming to any beneficiary under this Will, or to any other persons, except through actual fraud or willful misconduct on the part of the executor or trustee. My executor may, from time to time, consult with counsel with respect to the meaning, construction, and operation of this Will, particularly with respect to the appointments, allocations, and disbursements, and may act on the advice of counsel in all matters without incurring liability on account of his or her actions. 10. INTERPRETATION. 10.1 Successors of Fiduciaries. All pronouns referring to an executor and the term "executor" shall be construed to mean any person acting as my executor, co-executor, personal representative, or administrator, as the case may be. 10.2 Number and Gender. If required by the context of this Will, singular language shall be construed as plural, plural language shall be construed as singular, and the gender of personal pronouns shall be construed as either masculine, feminine, or neuter. 10.3 Headings. All headings used in this Will to describe the contents of each article, paragraph, or other division are provided for convenience only and shall not be construed to be a part of this Will. 10.4 Governing Law. This Will shall be construed in conformity with the law of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of five (5) typewritten page, the first four (4) of which bear my signature in the margin for the purpose of identification, this ~'~-'da of ~;~.,~,.,h-.z-` , 2008. DAVID E. WEAVER, Testator Signed, sealed, published and declared by the above-named Testator, DAVID E. WEAVER, as and for his Last Will and Testament, in the sight and presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. /~P r ff 1 Witness Address fitness A ress ~, 1 David E. Weaver COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS. I, DAVID E. WEAVER, THE TESTATOR, WHOSE NAME IS SIGNED TO THE FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST WILL AND TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED. SWORN OR AFFI~vIED TO AND ACKNOWLEDGED BEFORE ME BY DAVID E. WEAVER, THE TESTATOR, THIS ~< ->~~tDAY OF ~~~~ ~..~ ~,,,. v,.~t. 2008. Z ~_ OTARY ~a Lfik~ 61= P€NNSYLVAI COMMONWEALTH OF PENNSYLVANIA Notarial Seal Deborah L Brenneman, Notary Public Camp Hill Boro, Cumberland County My Commission Expires June 18, 2010 SS. COUNTY OF CUMBERLAND ) -, _ WE, ;~- ~ ~ ~-{-- c_ _Z~- r (ems AND ~ ~-If' THE WITNESSES WHOSE NAMES ARE SIGNED TO THE FO GOING INSTRUMENT, BEING DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE AFORESAID TESTATOR SIGN AND EXECUTE THE INSTRUMENT AS HIS LAST WILL AND TESTAMENT; THAT HE SIGNED WILLINGLY AND THAT HE EXECUTED IT AS HIS FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE HEARING AND SIGHT OF THE TESTATOR SIGNED THE WILL AS WITNESSES; AND THAT TO THE BEST OF OUR KNOWLEDGE THE TESTATOR WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE. SV~ SRN OR AFFIRMED TO AND SUBSCRIBED TO BEFORE ME, THIS ~~~- DAY OF ~ ~-~~2- /~-~--- , 2008. ~.,: WITN S WITN S n TARY I/ LfiH O~ P~€NNS Notarial Seal Deborah L Brenneman, Notary Public Gamp Hill Boro, cu `e eJun218, 2010 My Commission Exp' _ _ . , _ _ 6 ATTORNEYS AND COUNSELORS A T L A W January 11, 2012 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of David E. Weaver Our File: 08-400.001 Dear Sir or Madam: Theodore A. Adler` David W. Reager Linus E Fenicle } Thomas O. Williams ~ John P. Neblett Susan H. Confair Wayne S Martin. PE** Neely E Meals Jay C. Whittle*** "Certified Civil Trial Speaalist "Licensed to Practice in N.J. "*Special Counsel Writer's Email Address: JG rossCcilReagerAdlerPC. com Enclosed please find our check in the amount of $30.00 for filing the enclosed Inheritance Tax Return and Inventory. Please return atime-stamped copy of each in the enclosed envelope. Should you have any questions, please feel free to contact me. yours, .~ ~.~_' __T _o ;. __ _,, -~. _-_ Enclosures i ~~ -~- L_ :_; , ; - = ...~f , . _J <~ [-• ': . r,... P R O V E N R E S O U R C E S - ----- 2331 Market Street, Camp Nill, Pennsylvania 17011-4642 T: 717 763-1383 F: 717 730-7366 www.reageradlerpc.com Je fer Gross Para egal N/O N•- I {G ~, C W N c- Y N r ~ W Q Q U >ia®Z° ~, ~ N r~ ~~ i ~~ ~~ 6 ~ a.c~~ ~n3~t1Nf1 c'~ o ~ ~~ t:_ ~ C~ Li ~.. 1 _ U ~ ~ _. ~, `~' `' -- ' c~ z w ~ o o ~ ,, , -~ ~~- W o a ~ H ~ - L~ L~ Q Z ~ a O ~, ~o ~ a U '- .. c ~ x a s°. ~ ~~: L~ ~a ~ ~ ~ o ~ CW7w M ~ ~ U~o r z O c~a oa o ,~ s. t,. ~ ~ a ~ a~~~ ~ ~ .~ 0 . a~oU ~ fx U ,-~ U 0 F