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Home My WebLink About95-0148H105.905 REV. 2-86 _ __ - _ __ - - - ._ This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division-of Vital Records in accordance with Act G6, P.L. 304, approved by the General Assembly, June 29, 1953• WARNING: !t Is Illegal #© duptlca#e this copy by photostat or phabecaph. t Fee for this certificate, X3.00 ~"i%~^µ° / Y ~'''~`'*~^' '~ Charles' Hardester State Regiscrar 3478992 ~Y j+e ~~s No. H100. t43 Rev. 2187 tr1+wRRtr IN PERMANENT ;- Euclc tNK t~~ i COMMONWEALTH OF PEI~ISYWANIA • DEPARTMENT OF HEALTH • VITAL RECOpD3 CERTIFICATE OF DEATH Date 014560 NAMEMDECEDENT IFktl. MiMle,l•MI E% AL Blt.1RBTY NUMBER DATE OF DEATHfMadh, OaY. wr) ,, Doris R. Weibley :Female $. 162 - 22 -3908 .February 17,1995 AOEllast Birmtlay) l1NDE 3YEAR UNOERIOAY 018E OF BIRTH LACE ICI1Y end PLACE DFOPXHK1~ack onNone-aw wremcponepn odw flay Ma+tM 0aY• Houro Minute Mundt WY•'Ar<) Slate or FOreiOnCamay) ,pgp~; OTHER rnv '"P'"""^ ERIOMpadaa^ DDA^ ,~~"" ^ R°"„"npx ~'aY,^ 6b Yro. Sept 2,192 ,Carlisle, Pa CWHTY OF DEATH GTY, BORO.rWPOF DE AC%.RV NAME(Y nol lneleulia+, pus fuse endnumoer) W18~s0Ef.CEDENT OF HISRINIC ORg817 RACE-AmNkan lndlan, 8ladc,WMls,sk. Np t'!T w ^ 8 yes, aparJly Dtarn, (SPedYI M•~^•~+•~•^••'• White 5. Middleton Twp .1550 Holly Pike To. Cumberland ,~ . DECEDENT' U811AL O[SCIlPAT10N %NIOOFtR18MJE~i1N0U87 Y NP8 M OE(:£DENT' EOUCAFION $TAIUB•LMtdsd 1311 $PO<1SE Al vile, pve maban namal U.B. TAMED. ~ M'npo kvWdwkdd~e3rrtalfpp moat OF.er l~PSNM OI MOdiMll lb: doM neE faGfetl.) w^ Np~ ~ (l~pl4) W1doW Produce Market ,, + t Owner/Operator 1 , ,b, „a . DL NT'8 CE OECEDEM'B MARINO ADDRE$$($aeet. CayfWvn, Slele. Zip COCbi DE a dd ~,dagdaa,,.dla S. Middleton TwA ,.,,,. tit. l U A tYi s w 1550 Holiy Pike ~~~ ,°;'„° °"' a Cumberland b•~^•^aT „d ^ ~~,, .~,.a,.,..., Carlisle Pa 17013 ~^ ~ , - ~~ u. FATHER'S NAME (FiM~ Midrib. laeq MOTHER'S NAME (Fuel. Midde. MaMen$urrwny Floyd E. Ankabrandt Ruth Wagner B INFORMAM'$NAME Rvp•Rraq Paul E. Weibley 'B MAIL DRESi(5trea. 91Ne. Zip Code) 1552 boll Pike Carlisle PA 1701 1A '~ ~ -NMwaCianaeMy. ,BMa.zbcode ~ . ca. 1Eranwbn^ Rmno.N hen $IMa^ ,D•Y.wr) vl.e. e<aw ^ Daunen^ ~~~ t „ 2-21-1995 „e Cumberland Valle Mem Gar, W. Penn$boro Tw Pa $l1CN dENUMBER AMEAND BsaF aLRY O man-O unere... Ome 0127G8-L ' 219 N. Hanover ST, Carlisle PA 17013 DATE D NNa•M MtenNdOa. dsAnowutWN Ma dM.andplaa elrW. LICE NuM$ER 11/ma alaeaNY '~ ~ ~ pMliWnbna avaaa0MtllinrddaeMb 77M , ( 1'~1 I /.,,,) /. eart%ywraaeealn. ~} 2a-88mua1Mronlplalad OV THIS /~ )orM(h~~ ~j`kx) REFERRED w ^ Np~. parwn.anopronwa~w drtn. : _I ~ ! _/ / .MRT1: Eaw tMdbwfaa, aiFaba or oompaeanau wNCA Cauaadina daari.De anbrlM nmdaadYMl. auenr ornapetlory arm4 Mpa:atMVlfa%un. tAppimanw MRr E: Char slBtnRtard e0nd4bnFEO~MMpipdrM.OtA LW Oayoneauaon wte..%ne. ~atalvalDatnvaan w1raNlYq mtlruMNMMtOduNBh'snM PARTI. , omw and dsstn M~1lgAT! CAIN! (Flnel ~awe.nt~nd,bn Y+~c~c..J'tta'flc. Ps~v\c. S~nwn,+., tt re.law+p In deed _-.. .. d~roroRasACaN$EOUENCE oFy: _ k mim h. DUEro(OR aSACOn13EWENCE OFT: auaa. E+wl UlglfRYMb CAtNI!(0bweeainpxy c. MM rilbled eve.ee DUE ro (OR AS A CONSEQUENCE OFy. ) .aa1MA9 in cbariluBr d. Y'MB ANAUroPBY AUWPBYflNdNO$ MANNEROF DEATH DATEOFBWRY TMEOFtNJI%IY 8l1URY ATWaiK9 DESC1pBE NOW BUUMOCIA1Ri~D. pERPdiMED4 wauLAetE PR%)R ro (~, DaY. t•a.) ~ ~ ETA N of CAUSE ~wM ~ HomlCids ^ w ^ Hp ^ Acadam ^ PsnMp Maagatlan ^ w ^ No~ w ^ No ^ Sapa. ^ CaUd inl b ONwIMNd ^ PLACE OF INJURY ~ M noms, frm. fowl. ladory, o8ks M. LOCAfgN ($aw1, CAy/mwa. Slav) 1N. 3W. !!. 10a. 101. ClRTMRR{CAacM ONY dgHARAIE T CERTNIER •C{Rrt-T'!aB PIIYB101~11 (PnWcm. anurro cauea da.an xtun anpanr pnya'2W~Iw pmndaaaddrln andoomdaMrm 211 I~ fotM t»atMeM anardadB-,dwri paaurM A'abrie w~+ap3aM~aaanKwalMtl ..................................................... , UCENBE NUMBER NED (MOnm, OaY. Year) •PRDNDUNCBaANDCeRTIFYBwwnBIGANmnv.aanma,wd+«a~inoaerl,aw«mrYtamwe.dmee.3 + rtiT~ 0 1l/ ~`1 1 b 6C~ 201 ~ ~1 +t ^ 'btln Mne3nlYEwwbi,a. tlaalp eeeWnOMEw IMIw.Ms.aM pbw.andMla+pMwwafa/and mannarrabMd .......................... AND ADOREBBOF PEABDNWHO COMPLETED CAUSE OF DEATH 971TY0sc«~..~~~ ~ dd bM w and G`°"' - l d ~' ~' ~~~~~ R Waw,an w p) M Rma, daN. at aew 1 orImMlalien,Mnty egnbn,MtlA eaelNead N WabMUjanrinBS ^ 3 e ' ' P .................................................................................................. Imnn.F«a. . 1~. BSO wLl-tn~,.t '3p C l~.~t iitf~ ~ CZ aT.. RAq•g AI{D11tl1~ER ~ ,., f OAfE FII.ED(MoMn. 1 t PETITION FOR PROBATE and GRANT OF LETTERS Estate of Doris R. i°Jeibley also known as _ _ _ _ __ Deceased. Social Security No. 165-22-3908 1`10, 21-95- To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or named in the last will of the above decedent, dated July 13.x, , 19 93 and codicil(s) dated none (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at ~ 55(1 Hall; Pikp., Carlisle, Pa 17013 (list street, number and muncipality) Decendent, then 66 years of age, died February 17, , 19 95 , at 1550 Ho11~Pike, Carlisle, Pa. , Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ unestimated $ unestimated WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters__ _ testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. V C d 'p h Paul E. Weibley ~ o = 1552 Holly Pike ya ~A*>;~~e, PA 1~~13 ~~ ~~ m rn OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF .PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed r.,, before me this da of ~' February lq g~ „ Mary C. Lewis, Register NO. 21-95- Estate of Doris R. Weibley ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW 19 95 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated July 13, 1993 described therein be admitted to probate and filed of record as the last will of Doris R Weibley ; and Letters Testamentary are hereby granted to Paul E Weibley FEES Probate, Letters, Etc.......... $ Short Certificates( ) .......... $ Renunciation ................ $ TOTAL $ Filed ................................... Register of Wills Frey and 'l~ley By Robert M. Frey #06274 ATTORNEY (Sup. Ct. LD. No.) 5 S. Hanover St., Carlisle, Pa. 17013 ADDRESS 717-243-5838 PHONE REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Robert G. Frev and Krista King , x~~ica~c (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they were present and saw Doris R. Weibley the testat rix ,sign the same and that they signed as a witness at the regtiest of testattlX_ in h er presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of February, 19 95 Register Robert G. Frey (Name) 5 S. Hanover St., Carlisle, PA 17013 (Address) Krista King (Name) 924 Burr Avenue, Carlisle, PA 17013 (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiaz with the signature of , codicil testat_ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of !Name) 19 Register (Address) (Name) (Address) ~, . LAST WILL AND TESTAMENT OF DORIS R. WEIBLEY I, DORIS R. WEIBLEY, widow, of South Middleton Township (mailing address: 1550 Holly Pike, Carlisle, Pennsylvania 17013) Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor or Executrix to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I request that my funeral services be conducted by Hoffman-Roth Funeral Home in a manner substantially similaz to the arrangements made by me far my husband Clyde E. Weibley, and that my body be interred beside his on our burial lot located in Cumberland Valley Memorial Gardens along Ritner Highway neaz the Borough of Carlisle, Pennsylvania. 2. If I am still the owner of the farm containing 89 acres 133 purchases, more or less, described in Cumberland County Deed Book "M", Volume 23, Page 712, which is improved with the original farmhouse and bank barn, etc., I give, devise and bequeath the same in equal shares to my two sons, Wayne A. Weibley and Paul E. Weibley, their heirs and assigns, as tenants in common, provided each of them shall survive me by a period of ninety (90) days, but should my son, Wayne A. Weibley, fail to so survive me then the share he would have received shall pass to my other son, Paul E. Weibley, his heirs and assigns, provided he shall survive me by a period of ninety (90) days. Should my son, Paul E. Weibley, fail to so survive me then the share or shares which he would have received shall pass, to my son Wayne A. Weibley, provided he shall survive me by a period of ninety (90) days, but should both of them fail to so survive me, then the same shall lapse. 3. Should my son, Wayne A. Weibley, predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event I give and bequeath to his daughter, Brittany N. Weibley, her heirs and assigns, the sum of $10,000.00 provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me by a period of ninety (90) days then to such of her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no issue the same shall lapse and be included in the residue of my estate. 4. I give, devise and bequeath to my daughter, Lois A. Fanus, her heirs and assigns, the sum of $25,000.00 provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me then to such of her issue as shall survive me by a period of ninety (90) days, their heirs and assigns, per stirpes. 5. I give, devise and bequeath to my daughter, Linda R. Munro, her heirs and assigns, the sum of $25,000.00 provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me then to such of her issue as shall survive me by a period of ninety (90) days, their hens and assigns, per stirpes. 6. If I am still the owner of any interest in the fruit stand and land on which it is located known as "Country Produce", which land is Lot No. 3 on Subdivision Plan of Clyde E. Weibley and wife recorded in Cumberland County Plan Book 45 Page 149, and contains an area of 2.907 acres, more or less, I direct that my daughter, Lois A. Fanus, shall have the first right to purchase my interest therein from my Executor or Executrix at its fair market value determined at the time of my death, provided she shall exenrise this right within six months from the date of my death and payment for same can be chazged in whole or in part to whatever share of my estate she is found to be entitled as may reasonably be determined and calculated by my Executor or Executrix. ~ 7. All of the rest, residue and remainder of my estate, real, personal and mixed and wheresoever the same may be situate, I give, devise and bequeath in equal shares to such of my four children, their heirs and assigns, as shall survive me by a period of ninety (90) days, but ~, should Paul E. Weibley or Lois A. Fanus or Linda R. Munro fail to so survive me, then the share such deceased child would have received shall pass to such of his or her issue, their heirs and assigns, as shall survive me by a period of ninety (90) days, per stirpes. Should my son, Wayne A. Weibley, fail to so survive me by a period of ninety (90) days, then the share that he would have received shall lapse and be added to the shares of my other three children, per stirpes. 8. Should any person less than 21 years of age be entitled to distribution from my estate, {~/ in such event I nominate, constitute and appoint my Executor or Executrix to act as Guardian of the estate of each such person and in the event that he or she shall decline to so act or cease serving as such, then my Executor or Executrix shall have the power and authority to select a corporate fiduciary as alternate or successor Guardian of the estate of each such person. Whoever is serving as Guardian of the estate of each such person shall pay the income arising therefrom to or for the benefit of such person, together with so much of the principal thereof as in the opinion Page 1 of 2 Pages of the Guardian is necessary or desirable to be expended for the proper maintenance, support and education of such person, to or for the benefit of such person, and upon such person attaining 21 - years of age to pay to him or her the then remaining principal together with any undistributed income. 9. I hereby nominate, constitute and appoint my son, Paul E. Weibley, as Executor of this my Last Will and Testament, but should he predecease me or fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint my son, Wayne A. Weibley, and my daughter, Lois A. Fanus, as alternate or successor co-Executors, and I further direct that none of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 10. In addition to the powers conferred by law, my hereinbefore named Executor or Executors, or Guardian or successor Guardian of the estate of any person less than 21 years of age, aze empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether thc same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; w make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. f. To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary dudes, to employ counsel and to detemune and to pay such counsel reasonable compensation which shall be chazged against the principal or income of the trust fund, and shall further be entitled to chazge against the principal or Income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In malting any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages plus a witness page, this 13th day of July , 1993. (SEAL) Doris R. Weib ey Signed, sealed, published and declarcd by DORIS R. WEIBLEY, the Testatrix above- named, as and far her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. _ 4 /j /l l 15213408092006 Cumberland County - Register Of Wills Page 1 ROW621 File No 1995-00148 Decedent WEIBLEY DORIS R Docket Entries 8/ 9/2006 PA File No 2195-00148 D/E Date No. Filed 001 02/22/95 PETITION FOR PROBATE AND GRANT OF LETTERS TESTAMENTARY OATH OF PERSONAL REPRESENTATIVE OATH OF SUBSCRIBING WITNESS DEATH CERTIFICATE 002 02/24/95 DECREE OF PROBATE AND GRANT OF LETTERS TESTAMENTARY 003 05/12/95 INHERITANCE TAX PYMT PAID - 38,475.00 ACN - 101 RECEIPT - 47759 FREY ROBERT M 004 07/06/95 CERTIFICATION OF NOTICE UNDER RULE 5.6 (A) 005 11/16/95 INHERITANCE TAX PYMT PAID - 4 072.30 ACN - 101 RECEIPT - 0082322 FREY ROBERT M 006 11/16/95 INHERITANCE TAX RETURN TAX DOCKET 15 17 10 007 03/22/96 FIRST AND FINAL ACCOUNT AND DISTRIBUTION 008 04/04/96 REV 1547 NOTICE INH TAX APPRAISEMENT SEE INHERITANCE TAX EXPLANATION OF CHANGES Docket: 15 Book: Page: 17.00 009 04/11/96 INHERITANCE TAX PYMT PAID - 643.92 ACN - 101 RECEIPT - 0112725 FREY ROBERT M O10 05/14/96 REV 1607 INH TAX STATEMENT OF ACCT TAX DKT 15 PAGE 17 LINE 10 011 09/03/96 FEDERAL TAX RETURN #706 012 09/03/96 ESTATE TAX CLOSING LETTER 013 09/25/96 REV 483 NOTICE DETERMINATION FED EST TAX RETURN TAX DKT 15 PAGE 17 LINE 10 014 09/26/96 REV736 NOTICE OF DETER FED CLOSING LETTER TAX DKT 15 PAGE 17 LINE 10 REV•1500 EX+ (7.94) ~, INHERITANCE TAX RETURN FOR DATES OF DEATH AFTER 12131!91 CHECK HERE p ^ OYERTY CREDIT IS CLAIMED RESIDENT DECEDENT FILE NUMBER _. COMMONWEALTH OP PENNSYLVANIA (TO BE FILED IN DUPLICATE 21-95-148 DEPARDEPT.28~6pEVENUE WITH REGISTER OF WILLS ~ E HARRISBURG, PA 17128.0601 R COUNTY CODE YEAR NUMB DECEDENT'S NAME ILAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS W EIBLEY, DORIS R. 1550 Holly Pike W SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Carlisle, PA 17013 W 162-22-3908 Feb. 17, 1995 Se t. 2 1928 coin Cumberland p ( IF APPLICABLE( SURVIVING SPOUSE'S NAME (LAST, F10.5T ANO MIDDLE INITIAL) SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) ~++ a ®1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (for dates of death prior to 12-13-82) H Y oc ^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tox Return Required = ~ a m Decedent Died Testate ®b (for dates of death after 12-12-82) ^ 7. Decedent Maintained a Living Trust Q 8. Total Number of Safe Deposit Boxes . (Attach copy of Will) (Attach copy of Trust) AI.LCflRRESP `BIND-CQN~tDE1~TFi4L,TA CYRI4t/>EZf Q;BE4DfItfGTE#~~d: ' ~ NAME COMPLETE MAILING ADDRE$ Frey and Tiley 5 South Hanover Street o~ TELEPHONE NUMBER Carlisle, PA 17013 1717 1 243-5838 z 0 5 n. a W a: z 0 c d 0 v c 1. Real Estate (Schedule A) (1) 445, 000.00 {Schedule B) nd k d B St 2 (2) 405, 86 s s an o oc . Interest (Schedule C) klPartnershi ld St H l 3 Cl (3 ) p oc e ose y . 4. Mortgages and Notes Receivable (Schedule D) (4 ) 5. Cash, Bank Deposits ~ Miscellaneous Personal Property (5) 371, 730.03 (Schedule E) (Schedule F) ert ned Pro tl i O b J (b ) y p y w n . o fers (Schedule G) (Schedule L) a T 7 (7 ) ns r . 8. Total Gross Assets (total Lines 1-7) 71, 646' 98 9. Funeral Expenses, Administrative Costs, Miscellaneous l H h d (9) e ) e u Expenses (Sc 2, 617.22 10. Debts, 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 (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 15. Spousal Transfers (for dates of death after b-30-94) See Instructions for Applicable Percentage on Reverse (15) Side. (Include values From Schedule K or Schedule M.) 742, 871.69 16. Amount of Line 14 taxable at b% rats (16) (Include values from Schedule K or Schedule M.) 17. Amount of Line 14 taxable at 159'o rate (17) (Include values from Schedule K or Schedule M.) 18. Principal tax due (Add tax from Lines 15, 16 and 17.) 19. Credits Spousal Poverty Credit Prior Pa ments 38,47.00 Discount Interest 2,025.00 + + _ 20. If Line 19 is greater than line 18, enter the difference on line 20. This is the OVERPAYMENT. ~^ 21. If Line 18 is greater than line 19, enter the difference on Line 21. This is the TAX DUE. A. Enter the interest on the balance due on Line 21 A. B. Enter the total of Line 21 and 21A on Line 21B. This is the BALANCE DUE. Make Cheek Parable to: Register of Wills, Agent (B) 817,135.89 (l t) (12) (13) (ta) 74, 264.20 742, 871.69 742, 871.69 x. ^_ x .ob = 44, 572.30 x.15= (18) (lq) 40, 500.00 (20) (2t) 4.072.30 (21 A) (21 B) Under penalties of perjury, 1 declare that I have it is true, correct and complete. I declare that all boaed on,dl information of which preparef has return, including accompanying schedules and statements, and to Thi ~ been reported at true market value. Declaration of preparer other 1552 Holly Pike, Carlisle, PA 17013 5 S. Hanover St., Carlisle, PA 17013 ~r my Rnowleoge ana oener, e personal representative is DATE Nov. ~~, 1995 DATE Nny_ / ~ ~ 1 gg,~ Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: • 3°10 (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 • 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 • 1% (.O1) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 • Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (~) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred, ....................................................... X X b. retain the right to designate who shall use the property transferred or its income, ............... c. retain a reversionary interest; or ................................................................................... X d. receive the promise for life of either payments, benefits or care? X ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding X death transfer property without receiving adequate consideration$ If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving X adequate consideration$ ................................................................................................... 3. Did decedent own an 'in trust for'. bank account at his or her death$ ...................................... X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G A,f~ID FILE IT AS PART OF THE RETURN. REV-1502 EX+ (12-85) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DORIS R. WEIBLEY 21-95-148 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which 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 loll, both having recsonable knowledge of the relevont facts. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH ~ . Double house at 308-310 East Louther Street in the First Ward of the Borough of Carlisle, Cumberland County, Pennsylvania Sale price - $60,000.00 60, 000.00 2. 3. 4. 89-acre farm along Holly Pike in South Middleton Township, Cumberland County, Pennsylvania Appraisal: $200,000.00 House and 15.98 acres at 1550 Holly Pike in South Middleton Township, Cumberland County, Pennsylvania Appraisal: $120,000.00 One-half interest in building and land of fruit stand along Holly Pike in South Middleton Township, Cumberland County, Pennsylvania Appraisal: $130,000.00 One-half interest: $65,000.00 200,000.00 120,000.00 65,000.00 TOTAL (Also enter on line 1, Recapitulation) $ 445, 000.00 (If more space is needed, insert additional sheets of same size.) s car-rr avawrr ras~a~ac R1SY SOFT. 1[nn (Cl 700. TOTAL SALESIBAOKER'a COMMISSION based on price • S • (Q ~ Q Q 0 . Q 0 ® 'A PAID FROM PAID FROM ' Division ofCatmiasion (lino 700) es follows: BORROWER'S SELLER S 701.5 to FUNDS AT FUNDS AT 702.S to SETTLEMENT SETTLEMENT 703.Commission paid u Settlemem ~ 704. 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Ckigbotian Fee 'A 802. Loan Disrntrrd °~ 803. Appraisal Fee to 804. Cred'A Report to 805. Lender's [mpation Fee 806. Mortgage Irourarxx Application Fee to 807. Assumption Fe 808. 809. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Imerest from ~ ~ /day 902. Mongaga Irourarrce Premium for momh to 903. Bawd hmuarrce Premium for years to 904. Y~ to 905. 1000. RESERVES DEPOSITED WITH LENDER l00 t. I lezard Irwnrree month ®S pa maMh 1002. Mortgags [rourarrce trrorAls ®s p° rtrordh 1003. City propeAy taxes momh ®S pa mach 1004. County property taxes month ®S per month 1005. Armwl sssessrtrents month ®= Pe rrradh 1006. moMir ®S per rrrorMh 1007, month ®S per martlt 1008. Aggrcgue Accounting Adjuatntent 1100.7ITLE CHARGES 1101. SetOement or claing fa to 1 I02. Abstract or title search to 1103. Title Examination to 1104. Title irnursrrce binder to 1105. Docurrran preparation to 1 l OG. Notary fee a 1107. Anomcy ~ fee to (include above item numbers; ) IIOB.TiUehwruroeta Ron Turo Es a (tnelude above item nwrbara;110 2 110 4 ant for CTIC 110 8 ) 446.7 700. TOTAL SALES/BROKER'a COMMISSION based on Aria 5 6 0 r 0 O 0 . Q 0 ~ °A PAID FROM _ ~ PAID FROM Division of Commission (line 700) as follows: BORROWER'S SELLER'S 701.5 to FUNDS AT FUNDS AT 702.5 to SETTLEMENT SETTLEMENT 703.Commission paid at Settlement ~ 704. 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Origination Fee /, 802. Loan Discount •~ 803. Appraisal Fee to 804. Credit Report to 803. Lender's Irupedion Fee 806. Mortgage Imunna Application Fee to 807. Assumption Fa 808. 809. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. IMereA from to ® /day 902. Mortgage Irtaurarax Premium for ntorttlts to 903. Hawd -murana Premium for yeah to 904. yeah to 905. 1000. RESERVES DEPOSITED WITH LENDER 100 t. l Iazaed Insurance months ~ S per month 1002. Mortgage irounna trtarAlts ~ S pa tttonth 1003. City propnty faze mantle ~ S pa month 1004. County property tarn month ®S pa month 1003. Atmwl asseamtrnls maNu ®S per month 1006. ~~ ®S ~ ~~ 1007. ,npr,la ®_ ~ ~ 1008. Aggregde AaouMing Adjuaunenl 1100. TITLE CHARGES 1101. Settemrnt or eloaing fee to 1102. Abstract or titk search b 1103. Title Examination to 1104. Title irmrnrtce binder b 1105. DocunteM preparation b 1106. Notary fees to 1107. Anorney'a tees to (include sbova item rxrmlxrs; ) ttos.ritlelrraunmaeta Ron Turo Es a ant for CTIC 446.75 (include above ne"' "a"~~ 110 2 110 4 110 8 ) 1109. l.ertder's coverage 11 t O.Owrter's coverage 1111. 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CILUtCES 1201. Recording Tea: Dad S Mortpge S Relwe S 1202. Citylrnty tax Amps: peed S Mortgage S 1203. State tax stamps: pad S Mortgage S 12oa.Rea Trans er Fee - UMBERLAND COUNTY RE RDER 12os. Notice o e amen ( ) 1300. ADDiiIONAL SETTLEMENT CHARGES 1301. Survey to 1302.Patirtspe~tionto ar 1S a Pes on ro .O. 1307. 1304. 1305. 1306. 1307, 1308. 1400. TOTAL SETTLEMENT CIiARCFS (cola on line 103, Sexiion 1 and 502, Sextion K) r CERTIFICATION I have carefully roviewed the IiITD • 1 Settlement Sutement and to the bet of my knowledge and belief, it is a We and accurate atataneM of all raaipta and dialxtnertxrAs rrm my~ace,[ount~o~r by me in this traruadion. 1 Curther mtify that I haw: received a copy of the HUD-1 SdOemeM 9tateinrnt~/~ ' ' - `^"~ ~ a ~• ~ ~ Seller ~,~'/L ~ / C/~Ti Borrower ~ary~-Paxton Seller To the beat of knowledge the HL)D-I Smlemerri Statemrnt which I have prepared is .true and aoeurate aocoure of the Ponds which wem reoeived and have been or will be disbursed b the ndersigned as put oC lament of this traruaAion. Settlement Agent 0 8/ 0 4/ 9 5 pate Law Offices of n Turo WARNING: it is a crime to knowingly make (also clatentents to the United SWe on this or any other simile form Prnaltie upon oonvidion can include a file tsnd imptisioitmrnt. For details see: Title I S U.S. Code Section 1001 end Section 1010. _ _ _. _ ____ ~• . , '`;,~ r _, - ~; S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES Appnlfals • arokm~e • Counfel{ns 124(26 N. Hanover Stree( Carlisle, P.4 (7013-2455 Phone (7I7) 243-6646 FAX (7I7) 243.8627 Steven W. Barrett, SRPA, SRA, ASA Cen~erl Appraisers Stare CenjJltd Cerrervf Appraher William A. Bafsett Diane t7i11 Cassandra Crockett Stan A. Skowronek ~M••.nu tttrn ® Q ~ Q Assotiafe Appraisers G. Harry Slusxr March 29, 1995 Donna K. Shultz Jeanette Jenkins RE: Appraisal of 1550 Holly Pike, South Middleton Twp. Doris Weibley Estate ' Carlisle, PA 17013 Dear Mr. & Mrs. Weibley: In accordance with your request, I have personally inspected and prepared an appraisal report of the subject real property. The purpose of this appraisal is to estimate the market of the property described in the body of this appraisal report. Enclosed is the appraisal report which describes certain data gathered during my investigation of the property. The methods of approach and reasoning in the valuation of the various physical and economic factors of the subject property are contained in this report. An inspection of the property and a study of pertinent factors, including valuation trends and an analysis of neighborhood data, led the appraiser to the conclusion that the market value, as of March 14, 1995: Reconciliation of Value Say: $200,000. YYi.~ The opinion of value expressed in this report is contingent upon the Limiting Conditivne attached to this report. It has been a pleasure to assist you. Please let me know if I may ~~F}~ ~~j'7"~ be of further service to you in the future. Respectively submitted, STEVEN W. BARRETT, SRPA, SRA, ASA CERTIFIED GENERAL APPRAISER Steven W. Barrett Heal Estate 124 N. Hanover Street Carlisle, PA 17013 (717)243-6646 July 26, 1995 Frey 8 Tiley 5 South Hanover Street Carlisle, PA 17013 RE: Property - 1550 Holly Pike Carlisle, PA 17013 Borrower - Dor{s WEIBIEY Estate File No. - 95-0501 Dear Sir or Madam: In accordance with your request, I have personally Inspected and prepared an appraisal report of the real property located at: 1550 Holly Pike, Carlisle, PA The purpose of this appraisal is to estimate the market value of the property described in the body of this appraisal report. Enclosed, please Lind the appraisal report which describes certain data gathered during the investigation of the property. The methods of approach and reasoning in the valuation of the various physical and economic factors of the subject property are contained in this report. An Inspection of the property and a study of pertinent factors, including valuation trends and an analysis of neighborhood data, leads the appraiser to the conclusion that the market value, as of 7/17/95, is $120,000 The opinion of value expressed in this report Is contingent upon the Limiting Conditions attached to this report. It has been a pleasure to assist you; if I may be of further service to you in the future, please let me know. . Respectfully submitted, Steven W. Barrett Real Estate CASSANDRA CROCKETT PA Certttication tfRL-001348-L u C pl (] y ~~ N i ..1 W o S O o a Q t a ~' w 0 ..~T-~ YY~ ~- ~~ AL ~STA~. tf ~ t"'1 STEVEN W. BARRETT; SRPA, SRA, ASA March 17, 1995 Mr. sad Mrs. Paul Weibley 1552 Holly Pike Carlisle, PA 17013 REs 1550H Holly Pike South Middleton Township Cuaberlaad Couatp Carlisle, PA 17013 Dear Mr. and Mrs. Weibleyt Ia compliance with pour request, I have persoaally inspected the above captioned property to estimate its present snrket value. This analysis is a lisited scope Real Estate Evalvatioa Report to be utilised instead of a full appraisal report when requested by the client sad is subject to the Lisitiag Conditions sad Certification Statements attached. The value shown has bean arrived at after careful study of the location sad type of improvameata, their present physical condition sad their present use. Therefore, i believe it to reflect a true s+eaaura of the present-day market value AS OF March 14, 1995 Value Reported: ONE HUNDRED THIRTY THOUSAND DOLSJIR3 ( $130,000 ) I hereby certify that I have ao financial interest, present or contemplated, in this property sad that neither the employrent to make the Real Satata Evaluation Report nor the compeasatioa therefrom is contingent upon the value estimation reported. Respectfully submitted, ~~~~ ~~ STEVEN W. HARREIT, 3RPA,SRA,ASA PA CERTIFIED OENF.RAL APPRAISER OA-000298-L CERTIFIED PA EVALUATOR AV-000034-L LICENSED PA REAL ESTATE BROKER RH-026921-A .<~~p, • ~ WILLIAM A. BASSETT PA CERTIFIED RESIDENTIAL REAL ESTATE APPRAISER RL-001347-L LICENSED PA REAL ESTATE ASSOCIATE BROKER AH-049762-L ~~.rn -~ p~.x~ ~ . REY•1508 EXk (2.871 SCHEDULE E CASH, BANK DEPOSITS AND COMMONWEALTH OF PENNSYLVANIA " TO ce ~R" i""R~ii ~ MISCELLANEOUS ,PERSONAL PROPERTY Please Print or Type ~i c c c ESTATE OF FILE NUMBER DORIS R. WEIBLEY 21-95-148 (Afl property j ointly-owned with the Right of Survivorship must be diselos~d on Seh~dule F) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Balance Farmers Trust Co. savings account # 2-317681 6, 390.05 Accrued interest to February 17, 1995 8.33 2. Balance PNC checking account #51-4019-3505 3,786.67 Accrued interest to February 17, 1995 .62 3. Balance PNC MMA #51-3036-5668 25,600.81 Accrued interest to February 17, 1.995 47.83 4. Balance Metropolitan Life Total Control Account 14,600.33 5. Balance due on Agreement of Sale from Harry A. -Gill, Jr. and Colleen D. Gill, husband and wife 97, 044.52 Accrued interest to February 17, 1995 45.83 6. Balance due on note from Harry A. Gill, Jr. and Colleen D. Gill, husband and wife 20,000.00 Accrued interest @ 8% from Sept. 15, 1991 5, 817.79 7. Balance due on mortgage from Abram H. Reiff, Jr. and mona Jean Reiff, husband and wife 12, 000.00 Accrued interest to February 17, 1995 50.60 8. Debt of Lois Fanus 6, 500.00 9. Debt of Wayne Weibley 18, 500.00 10. Balance York Federal IRA #.110-014097 3,626.36 Accrued interest to February 17, 1995 6.25 11. Balance York Federal IRA #110-023527 6,803.60 Accrued interest to February 17, 1995 11.06 12. One-half interest in checkbook balance of fruit stand account (Total- 2,219.56) 1,109.78 13. 2179 DMC Tax-Free Income Trust -Pennsylvania @ 8.14 17,737.06 14. 139.466 unissued she. DMC Tax Free Income Trust @ 8.14 1,135.25 15. Balance owed on fruit stand from Lois and Jack Fanus 8, 500.00 16. Legg-Mason account: 10,000 Chase Manhattan Bank C/D 8.55% due 11/7/95 10, 000.00 21,000 Greenwood Trust C/D 8% due 10/2/01 21,000.00 10,000 Solomon Inc. notes 9.05% due 4-15-98 10, 250.00 10,000 Sears, Roebuck & Co. NT Bond 9.25% due .8/1/97 10,420.00 8,000 Standard Credit Card Trust 9% due 10/10/95 8,104.00 400 The Travelers Inc. DEP SHS 8.125% 10, 000.00 15,000Eastman Kodak Co. 15, 000.00 547.93 Van Kampen Merritt U.S. Gov't A IRA 7, 698.84 TOTAL (Also enter on line 5, Recapitulation) $ lAttach additional i3%z" x 11" sheets if more space is needed.) SCHEDULE E CASH, BANK DEPOSITS AND MLSCELLANEOUS PERSONAL PROPERTY PAGE 2 ESTATE OF DORIS R. WEIBLEY ITEM NUMBER FILE NUMBER 21-95-148 DESCRIPTION VALUE AT DATE OF DEATH 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. Monthly income check on 8,000 Standard Credit Card Trust Pension check, United Church of Christ Refund, Carlisle Propane Co. Refund, Belvedere Medical Corp. Refund of premium, Metropolitan Insurance Co. Blue Cross-Blue Shield check 1991 Ford Taurus automobile 1984 Ford Pick-up Trusk -sale price $1,500.00 Gross proceeds public sale of personal property 140 goats Proceeds sale of scrap material from farm One-half interest in personal property related to fruit stand One-half interest in Kenworth tractor 1 share stock owned by late husband in Wykoff Run Campers Asn., Inc. Old payloader 60.00 53.19 2.67 4.44 171.00 186.40 7,500.00 1,500.00 5,753.25 5,600.00 378.50 2,350.00 875.00 5,000.00 500.00 TOTAL 371,730.03 REV-1511 EX~ n_881 SCHEDULE H FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND INHERITANCE TAX RETURN MISCELLANEOUS EXPENSES please print or T e YP RESIDENT DECEDENT _ ESTATE OF DORIS R. WEIBLEY FILE NUMBER 21-95-148 ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: 1• Good Shepherd Community Church, funeral luncheon 200.00 Wayne Noss Flowers, funeral spray 129.85 Hoffman-Roth Funeral Home, 8 death certificates 24.00 B. Administrative Costs: 1. Personal Representative Commissions 175 - 48 4619 23 198.90 ~ Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees 27 198.90 3. Family Exemption 0.00 Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees 398.00 C. Miscellaneous Expenses: ~• Check cleared after death 125.43 2• Cumberland Law Journal, advertising Letters 40.00 3. Steven W. Barrett, real estate appraisal 1,450.00 4• Register of Wills, 5 short certificates 15.00 $• The Sentinel, advertising Letters 58.76 6• Rick Foreman, auctioneer and clerks for public sale 450.00 ~• Tent rental for public sale 200.00 8. Met-Ed, electricity for personal residence 108.25 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of same size.) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PAGE 2 ESTATE OF DORIS R. WEIBLEY ITEM NUMBER DESCRIPTION FILE NUMBER 21-95-148 AMOUNT 9. Met-Ed, electricity for farm house 56.68 10. DirecTV, account 41.93 11. United of PA, telephone service 104.19 12. Metropolitan Insurance Co., insurance on personal residence 193.00 13. Met-Ed, final electric bill for farm house 53.48 14. Met-Ed, electricity for personal residence 138.30 15. United of PA, telephone 3.56 16. Wagner's Tax Service, preparation of 1994 personal income tax returns 80.00 17. Internal Revenue Service, balance of 1994 personal income tax 201.00 18. PA Dept. of Revenue, balance of 1994 personal income tax 6.00 19. Cost of boxes needed in preparation of auction 63.87 20. Robert C. Cairns, Tax Collector, 1995 county and township real estate taxes on 1550 Holly Pike 231.26 21. Robert C. Cairns, Tax Collector, 1995 county and township real estate taxes on Holly Pike land 160.10 22. Darlene L. Moyer, Tax Collector, 1995 county and borough real estate taxes on 308-310 East Louther St. 123.83 23. Met-Ed, electricity 55.96 24. Plough & Lillich Insurance, fire insurance on 308-310. East Louther Street 348.00 25. Foremost Insurance Co., fire insurance on 1550 Holly Pike 347.00 26. Expense in removing and disposing of refuse and old tires 1,047.62 27. Met-Ed, electricity 44.14 28. Met-Ed, electricity 17.22 29. The Patriot-News Co., advertising truck for sale 8.00 30. Foremost Insurance Co., fire insurance on 1550 Holly Pike 332.00 31. Carlisle Pest Control, treatment to 308-310 East Louther St. 954.00 32. Met-Ed, electricity 10.17 33. Richard Weller, painting 239.43 34. Recorder of Deeds, realty transfer taxes for 308-310 East Louther St. 600.00 35. Darlene L. Moyer, Tax Collector, school real estate taxes for 308-310 East Louther St. 43.70 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PAGE 3 ESTATE OF DORIS R. WEIBLEY ITEM NUMBER 36. 37. 38. 39. 40. 41. 42. 43. 44. FILE NUMBER 21-95-148 DESCRIPTION Steven W. Barrett, appraisal on personal residence Kathy Farner, cleaning services Robert C. Cairns, Tax Collector, school real estate taxes for 1550 Holly Pike property Expenses to obtain share of stock from Estate of Clyde Weibley to Estate of Doris R. Weibley Register of Wills, filing Inheritance Tax Return Reserve for minor subdivision plan and sales expenses for sale of 1550 Holly Pike: Realtor Engineering, etc. Paul E. Weibley, maintaining building and lawn at 1550 Holly Pike from date of death to date of rental Rec Oil, Inc., removal of oil tanks and contents Reserve to file Account AMOUNT 250.00 150.00 1,122.04 525.00 15.00 5,400.00 1,800.00 1,038.41 2,125.00 120.00 TOTAL 71,646.98 REV-1512 EX+ (10-86( COMMONWEAITM Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABLITIES AND LIENS ATE OF DORLS R. WEIBLEY 21-95-148 (If more space is needed insert additions! sheets of same size) REV-1513 EX + (2.87( COMMONWEALTH OF PENNSYLVANIA 4NNERRANCE TA% RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER DORISiR. WEIBLEY 21-95-148 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequests: 1. Paul E. Weibley Son 1/2 of farm in kin< 1552 Holly Pike at valuation of Carlisle, PA 17013 $100,000.00 plus 1/4 of residue 2. Wayne A. Weibley Son 1/2 of farm in kinc 1550A Holly Pike at valuation of Carlisle, PA 17013 $100,000.00 plus 1/4 of residue 3. Lois A. Fanus Daughter $25,000.00 plus 115 Sunset Drive 1/4 of residue Mt. Holly .Springs, Pa 17065 4. Linda R. Munro Daughter $25,000.00 plus 1308 Miners Way 1/4 of residue Roseville, CA 95678 ITEM I NAME AND ADDRESS OF BENEFICIARY NUMBER B. Charitable and Governmental Bequests: NONE AMOUNT OR SHARE OF ESTATE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) I $ (If more apace is needed, insert additional sheets of same size) Far~ERs TnusT ~t~a. c~: 2Q 1 99> Frey & Tiley 5 South Hanover St CarlislF. PA 17013 Re: Estate of Doris R Weibley SSN 162-22-3908 Date of Death: February 17. i97~ Dear Mr. Frey: In answer to your request concerning accounts owned, either separately or jointly, by the above referenced decedent and the balance in each account as of the date of death, we have checked our records and are submitting the following information in duplicate. We suggest that you file one of these letters attached to the Pennsylvania Inventory forms (RCC) to substantiate the balance you report. Note that we have shown the correct registration for eacl-i account. Also, interest accrued to the date of death, if any, is listed as a separate figure. Savings account ik2-317681 was originally opened 10/1/87. The account was titled in Doris R Weibiey's name alone. The balance as of 2/17/95 was $6,390.05 plus $8.33 acc..rued interest for a total of $6,39o.3s. The account was earning 2.80`'v interest at the time of her death. We have no record of a safe deposit box in the deceased name. Sincerely, FARMERS TRUST COMPANY Karen Tomassone Customer Service Supervisor One West High Street P.O. Box 220 Carlisle, Pennsylvania 17013 (717) 243-3212 PNC Bank, N.A. 4242 Carlisle Pike Camp Hill, PA ] 7011 April 6, 1995 Robert M. Frey Frey & Tiley Attorneys At Law 9 South Hanover Street Carlisle, PA 17013 RE: Doris R. Weibley Date of Death: February 17, 1995 Social Security No. 165-22-3908 Dear Mr. Frey: PNC I~~~T IE~ As per your request for information on accounts the above referenced decedent held with us, the information is as follows:, -Checking Account No. 5140193505 opened 04/01/63 in the name of Doris R. Weibley. Balance at date of death: $3,786.67. Accrued interest: $0.62. -Savings Account No. 5130365668 opened 10/11/89 in the name of Doris R. Weibley. Balance at date of death: $25,600.81. Accrued interest: $47.83. If I can be of ar'ly further assistance, please feel free to contact me at (717) 730-2321. Sincerely, ~~~~,1.~~. °1-c~+^~c~-~ Edith Tancil Miscellaneous Services Supervisor Bank Operations ET/mky -:York Federal f %- ~ SAVINGS & LOAN s - .- - ~ ,ASSOCIATION ~- March 22, 1995 Frey & Tiley 5 South Hanover Street Carlisle, PA 17013 RE: DORIS R. WEIBLEY ESTATE REVISED Dear Mr. Frey, In reference to your letter dated March 20, 1995 regarding accounts held in the name of Doris R. Weibley, the following accounts (s) are held at York Federal. ACCOUNT DATE DOD ACCRUED NUMBER HOW TITLED OPENED BALANCE TNTEREST ---------------------------------------------------------- 110-014097 Doris Weibley Lois Fanus Bene. 03/26/86 $ 3,626.36 $ 6.25 110-023527 Doris Weibley Lois Fanus Bene. 04/14/88 $ 6,803..60 $ 11.06 If you have any questions, please call me at (717) 846-8777 between the hours of 8:30AM and 4:OOPM. 1 Sincerely, ~~ --. Donna Shultz Assistant Manager Deposit Servicing 101 South George Street, P.O. Box 15068, York, Pa, 17405-7068 (717) 846-8777 Legg Mason Wood Walker, Incorporated 64 South Pitt Street, Carlisle, PA 17013 • 3220 117 • 258 • 4363 Member New Ycrk Srock Exrhange. Inc Member SIPC March 20, 1995 Steve Tilley, Esq. 5 South Hanover Street Carlisle, Pa 17013-3220 Dear Mr. Tilley: As per your request, the following are the date of death values for Doris R Weibley, as of February 17, 1994: Quantity Description Value 10,000 Chase Manhattan Bank, Certificate of Deposit $10,000.00 8.55 due 11-7-95 21,000 Greenwood Trust, Certificate of Deposit 8~ $21,000.00 due 10 2 O1 10,000 Salomon Inc, Notes 9.05 due 4 15 98 $10,250.00 10,000 Sears Roebuck & Co NT, Bond 9.25 due 8 1 97 $10,420.00 8,000 Standard Credit Card Trust 9$ due 10 10 95 $ 8,104.00 400 The Travelers Inc DEP SHS 8.125 $10,000.00 Individual Retirement Account 547.93 Van Kampen Merritt U S Government A $ 7,698.84 If I can be of further service, please do not hesitate to contact me. Sincerely, Richard B. Pursell Vice President-Investment REV-1607 EX AFP (12-95) ACN 101 ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES STATEMENT OF ACCOUNT DATE 05-06-96 DEPT. 280601 HARRISBURG, PA 17128-0601 r ~ ESTATE OF WEIBLEY DORIS R FILE N0. 21 95-o14s DATE OF DEATH 02-17-95 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE ADDRESS SHOWN. MAKE CHECK PAYABLE AND REMIT PAYMENT T0: , ' FREY 8 TILEY REGISTER OF WILLS 5 S HANOVER ST CUMBERLAND CO COURT HOUSE CARLISLE PA 17013 CARLISLE, PA 17013 Amount Remitted CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES t ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (12-951 ~*~ INHERITANCE TAX STATEMENT OF ACCOUNT **~ ESTATE OF WEIBLEY DORIS R FILE N0. 21 95-0148 ACN 101 DATE 05-06-96 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-25-96 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 45,194.10 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST (-) AMOUNT PAID 05-12-95 AA047759 2,025.00 38,475.00 11-16-95 AA082322 .00 4,072.30 04-11-96 AA112725 22.42- 643.92 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, l 45,193.80 .30 .00 .30 PAYMENT: Detach the top portion of this Notice. and subeit with your payNnt Dada payable to the naae and address printed on the reverse side. -- If RESIDENT DECEDENT cake chock or oonoy order payable to: REGISTER OF WILLS, AGENT. -- If.NON-RESIDENT DECEDENT sake chock or annoy order payable to: COMMONWEALTH OF PENNSYLVANIA. All payaants received shall be applied first to any interost which aay be due with any reasinder appliod to the tax. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, aay bo rogwated by coaploting an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications era available at the Office of the Register of Wills, any of the 23 Revenue District Offices or frog the Departaent's 24-hour answering service nuabers for fors ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local Harrisburg area (7177 787-8094, TDDB C717) 772-2252 (Roaring Iapaired only). REPLY T0: Questions regarding errors contained on this notice should be addressed to: PA Departaent of Revenue, Bureau of Individual Texas, ATTN: Post Assessaent Review Unit, Dopt. 280601, Harrisburg, PA 17128-0601, phone C717) 787-6505. DISCOUNT: If any tax duo is paid within three C3) calendar aonths after the decedent's death, a five portent CS%) discount of the tax paid is allowed. INTEREST: Interest is charged beginning with first day of delinquency, or Wino C9) uonths and one (1) day free the date of death, to the date of payeent. Taxes which becaee delinquent before January 1, 1982 boar interost at the rate of six (6%) percent per annul calculated at a daily rate of .000164. All taxes which becase delinquent on and after January 1, 1982 will boar intorost at a rate which will vary frog calendar year to calendar year with that rate announced by the PA Departaont of Rovenuo. Tho applicable intorost rates for 1982 through 1996 are: Year Intorest Rate Daily Interest Factor Yoar intorost Rato Daily Intorest Factor 1982 20% .000548 1987 9% .000247 1983 16% .000438 1988-1991 11% .000301 1984 11% .000301 1992 9% .000247 1985 13% .000356 1993-1994 7% .000192 1986 10% .000274 1995-1996 9% .000247 --Intorest is calculatod as follows: INTEREST = BALANCE OF TAX UNPAID X NU?lBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becoeas delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assesseent. If payaent is Dade after the intorost coeputation data shown on the Notice, additional interost oust be calculated. FREY &TILEY ATTORNEYS-AT-IAW 5 SOUTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 ROBERT M. FREY OF COUNSEL STEPHEN D. TILEY ROBERT G. FREY March 1, 1996 Commonwealth of Pennsylvania Department of Revenue Bureau of Individual Taxes Dept. 2 80601 Harrisburg, PA 17128-0601 Attention: Jackye Silberman Re: Estate of Doris R. Weibley 2195-0148 Dear Ms. Silberman: TELEPHONE (717) 243-5838 FACSIMILE (717j 243-6441 In response to your letter of February 26, 1996, I am pleased to advise the following: The property listed as Item No. 3 on Schedule A, 1550 Holly Pike, has not been sold but is for sale and it is hoped that it may bring as much as the $120,000.00 which is the appraised value as shown on the appraisal attached to the Inheritance Tax Return. Before the property can be sold, it is necessary to document the existing right-of-way which leads to it, and it is expected that this will be accomplished within the next few months. Should you require anything additional, please advise. Sincerely yours, Robert M. Frey RMF/meg REV-738 EX+ j7.95) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 6UREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 11128-0601 INFORMATION REQUEST PENNSYLVANIA INHERITANCE TAX Please provide the information requested below within TWENTY (20) days or advise the Department if you are unable to do so. Failure to respond to this request may result in an unFavorable assessment. /~ DATE ~ ~~ ~~ ESTAT F ~ r. ? `~ ~j~-3/s3 0 3 . (717) (8 e~'~rs°~'~~ FAX 1717) 772-0412 INFO ATION IS REQUESTED ON: RIGINAL RETURN ^SUPPLEMENTAL RETURN ^REMAINDER RETURN ^JOINT BANK ACCOUNT RETURN Please verify the items identified below by forwarding copies of the information requested. SCHEDULE ITEM NUMBER AND XPLANATION 'chedule A -Copy of appraisal, settlement sh a sements of sale or other documentary evidence value is requested. - -- ------ ^Schedule E -Copy of appraisal, auction sales - - statement, sales receipts, court order/settlement, or other documentary evidence of value is requested. -- - ------ ------- ^Schedule F -Documentation of the original date joint ownership was established, account balance, name(s) ____ _- of co-owner and their relationship to the decadent is requested. _ i _ _ ^Schedule H -Copy of invoice, cancelled checks, id f h d b f f d - -- -- ence o ot er ev in e te ness or proo payment o oF debt is requested. - - ^Schedule I -Copy of invoice, cancelled checks, sales contrail, settlement sheet, mortgage contrail, statement _..- of mortgage balance, other evidence of indebtedness or proof of payment of debt is requested. ,__ ^Other information requested: ., m D O O D Z '- ~^ rn 3 rn ~ rn m Z Z ~n ~~++ ~..~ < G m 0 x 3 m m n ~ ~ m ? m m m ? ~ C 7 D z m r r ~ ~ m z D o d N £ m m i r ~ i I TI A 1 I~ a N x N n _ i ~ m 3 p ~ m O~_'. n IS~1 D < m ~ v ~~ -~~l('~ ~ m• om ~~ •~•~ ~V~ N ~ r r ~ ~~~ 0 D r D 3 O c z D v as ~` r ~ ~ (,() r X v v i 0 x A O 0 x C7 D ]7 r u~ r m n J O w 'A ~. m o Z m .~~ m +~,~ ~ Y ~ ~ ~ to m ~ -P ~ ~ 2 ~J o cn o m n ~ ~ 'a r ~ ~ m ~ m ~ 3 ~' • O Z'*'~ Z D ~ ~ ~ Z '~ • aOO z < m o z Z ~~Z z -yC A C Z Z ° a Z n cv'i~ "~ COmD -ni m ~~3Z a ~ O m k r Z H .. D ~ o m ~ z r ~' J C!I FREY &TILEY ATTORNEYS-AT-LAW 5 SOUTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 ROBERT M. FREY .OF COUNSEL STEPHEN D. TILEY ROBERT G. FREY To Legatees Under Last Will and Testament of Doris R. Weibley, Deceased TELEPHONE (717) 243-5838 FACSIMILE (717) 243-6441 July 6, 1995 Dear Legatees: The attached notice is being given to you pursuant to Rule 5.6(a) of the Orphans' Court Rules of the Supreme Court of Pennsylvania. Sincerely yours, ~~'~ ~. ~ Robert M. Frey RMF/meg Enc. cc to: Mr. Paul E. Weibley 1552 Holly Pike Carlisle, PA 17013 Mr. Wayne A. Weibley 1550A Holly Pike Carlisle, PA 17013 Mrs. Lois A. Fanus 115 Sunset Drive Mt. Holly Springs, PA 17065 Mrs. Linda R. Munro 1308 Miners Way Roseville, CA 95678 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: DORIS R. WEIBLEY Date o f Death : February 17, 1995 Will No. Admin . No . 21-95-148 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court `Rules was served on-or mailed to ttie following beneficiaries of the above-captioned estate on July 6, 1995 Name Address Paul E Weiblev, 1552 Hollv Pike~Carlisle, PA 17013 Wayne A Weibley. 1550A Holly Pike. Carlisle. PA 17013 Lois A Fanus. 115 Sunset Drive Mt Hollv Springs, PA 17065 Linda R Munro, 1308 Miners Way. Roseville, CA 95678 Notice has now been given to all persons entitled thereto under Rule 5 .6 (a) except no exceations Date : July 6, 1995 Signature Name Robert M. Frey Address 5 South Hanover Street Carlisle, PA 17013 Telephone( 717 - 243-5838 Capacity: Personal Representative X Counsel for personal representative NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND , PENNSYLVANIA In re Estate of DORIS R. WEIBLEY No. 21-95-148 of Cumberland County, Pa. deceased, TO: Paul E. Weibley (beneficiary) 1552 Holly Pike ( address ) Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows: One-half interest in 89 acres 133 perches farm -Paragraph 2 of Decedent's Will ne- our rest ue o es a e - aragrap o ece ent s i (if additional space is needed, use back of page) Name o f decedent Doris .R. Wei Last known address 1550 Holly Pike, Carlisle, PA 17013 of decedent Date of death February 17, 1995 Place of death 1550 Holly Pike, Carlisle, Pa. County of grant of original letters Cumberland Decedent died X testate intestate. A copy of the will is X is not attached. Name(s), address(es) and telephone number(s) of all personal representatives appointed Name Address Telephone Paul E. Weibley, 1552 Holly Pike, Carlisle, PA 17013 717-245-0542 NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of DORIS R. WEIBLEY deceased, No . 21-95-148 of Cumberland County, Pa. TO: Wayne A. WeibleY (beneficiary) 1550A Holly Pike (address ) Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows: One-half interest in 89 acres 133 perches farm -Paragraph 2 of Decedent's Will (lnc fnttrt}t rPC;rj1tP of PRtAtP - PArA~ranh 7 of T)pcedent's WiLI (if additional space is needed, use back of page) Name of decedent Doris R Weibley Last known address 1550 Holly Pike, Carlisle, PA 17013 of decedent Date of death February 17, 1995 Place of death 1550 Holly Pike, Carlisle, Pa. County of grant of original letters Cumberland Decedent died X testate intestate. A copy of the will is X is not attached. Name(s), address(es) and telephone number(s) of all personal representatives appointed Name Address Telephone Paul E. Weibley, 1552 Holly Pike, Carlisle, PA 17013 717-245-0542 NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of DORLS R. WEIBLEY deceased, No , 21-95-148 of Cumberland County, Pa. TO : Lois A. Fanus (beneficiary ) 115 Sunset Drive (address ) Mt. Holly Springs, PA 17065 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows: $25,000 00 -Paragraph 4 of Decedent's Will Right to purchase "Country Produce" - Parag'ra h 6 of Decedent's Will One-fourth residue of estate -Paragraph 7 of Decedent's Will (if additional space is needed, use back of page) Name of decedent Doris R WeibleV Last known address 1550 Holly Pike, Carlisle, PA 17013 of decedent Date of death February 17, 1995 Place of death 1550 Holly Pike, Carlisle, Pa. County of grant of original letters Cumberland Decedent died X testate intestate. A copy of the will is X is not attached. Name(s), address(es) and telephone number(s) of all personal representatives appointed Name Address Telephone Paul E. Weibley, 1552 Holly Pike, Carlisle, PA 17013 717-245-0542 NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA In re Estate of DORLS R. WEIBLEY No . 21-95-148 o f Cumberland County, Pa. deceased, TO : T inch R M ~nro ( beneficiary ) 1308 Miners Way ( address ) Roseville, CA 95678 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows: $25,000.00 - Paragraph 5 of Decedent's Will One-fourth residue of estate - Paragraph 7 of Decedent's Will (if additional space is needed, use back of page) Name of decedent Doris.:R. Weibley Last known address 1550 Holly Pike, Carlisle, PA 17013 of decedent Date of death February 17, 1995 Place of death 1550 Holly Pike, Carlisle, Pa. County of grant of original letters Cumberland Decedent died X testate intestate. A copy of the will is X is not attached. Name(s), address(es) and telephone number(s) of all personal representatives appointed Name Address Telephone Paul E. Weibley, 1552 Holly Pike, Carlisle, PA 17013 717-245-0542 Name(s), address(es) and telephone number(s) of all counsel Name Address Telephone Robert M. Frey, 5 South Hanover Street, Carlisle, PA 17013 717-243-5838 Additional information may be obtained from the/undersigned. Date July 6, 1995 Signature r `-~`~~~"` - ~` Name Address 5 South Hanover Street Carlisle, PA 17013 Telephone 717-243-5838 Capacity: Personal Representative X Counsel for personal representative FIRST AND PARTIAL ACCOUNT OF PAUL E. WEIBLEY, EXECUTOR OF THE LAST WILL AND TESTAMENT OF DORIS R. WEIBLEY, LATE OF SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA,DECEASED DATE OF DEATH: LETTERS TESTAMENTARY ADVERTISED: February 17, 1995 CUMBERLAND LAW JOURNAL March 24, 31, and April 7, 199 5 ESTATE FILE NO. 21-95-0148 THE SENTINEL March 20, 27, and April 3, 1995 PRINCIPAL RECENED Accountant charges himself with the following principal amounts received: 1995 Feb. 17 Monthly income check on 8000 Standard Credit Card Trust 60.00 28 Pension check,~Uhited Church of Christ 53.19 28 Refund, Carlisle Propane Co. 2.67 28 Refund, Belvedere Medical Corp. 4.44 28 Balance Farmers Trust Company savings account #2-317681 6,390.05 Accrued interest to February 17, 1995 8.33 28 Balance PNC checking account #51-4019-3505 3,786.67 Accrued interest to February 17, 1995 .62 28 Balance PNC MMA #51-3036-5668 25,600.81 Accrued interest to February 17, 1995 47.83 28 Balance Agreement of Sale from Harry A. Gill, Jr. and Colleen D. Gill, husband and wife 97,044.52 Accrued interest @ 8.596 from February 15, 1995 45.83 28 Balance of Note from Harry A. Gill, Jr. and Colleen D. Gill, husband and wife 20,000.00 Accrued interest @ 8.5% from September 15, 1.991 5,817.79 28 Balance of account at Legg Mason: 10,000 Chase Manhattan Bank C/D, 8.55% due 11-7-95 10,000.00 21,000 Greenwood Trust C/D, 8% due 10-2-01 21, 000.00 10,000 Solomon Inc. Notes, 9.05% due 4-15-98 10,250.00 10,000 Sears Roebuck ac Co. NT Bond, 9.25% due 8-1-97 10,420.00 8,000 Standard Credit Card Trust 9% due 10-10-95 8,104.00 400 The Travelers Inc. DEP SHS 8.125% 10,000.00 15,000 Eastman Kodak Co. 15, 000.00 28 2179 DMC Tax-Free Income Trust -Pennsylvania, @ 8.14 17, 737.06 28 139.466 unissued shares DMC Tax-Free Income Trust @ 8.14 1,135.25 -1- 7 t f f f f Apr. 11 Proceeds 8 shares CV Co-op. Asn. common stock 80.00 13 Refund of premium, Metropolitan Ins. Co., homeowner's insurance 171.00 19 Balance York Farm Credit ACA stock and allocated surplus 325.86 May 9 Blue Cross-Blue Shield check 186.40 9 Gross proceeds public sale of personal property 5,753.25 30 Sale of scrap material from farm 378.50 June 15 Balance Metropolitan Life Total Control Account 14,600.33 July 5 Proceeds sale of 1984 Ford Pick-up 1,500.00 Sept. 5 Balance of mortgage from Adam H. Reiff, Jr. and Mona Jean Reiff 12, 000.00 Accrued interest from January 27, 1995 to February 16, 1995 @ 7% 50.60 Debt of Lois Fanus 6, 500.00 Debt of Wayne Weibley 18, 500.00 Balance owned on fruit stand from Lois Fanus 8, 500.00 ©ne-half interest in balance of fruit stand checkbook 1,109.78 One-half interest in Kenworth Tractor 875.00 One-half interest in building and land of fruit stand, Holly Pike, South Middleton Township (appraisal - 130,000.00) 65, 000.00 One-half interest in personal property related to fruit stand 2,350.00 Double house at 308-310 East Louther Street, Carlisle, Pa. sale price 60,000.00 89-acre farm along Holly Pike, South Middleton Township, Cumberland County, Pa. (appraisal-200,000.00) 200,000.00 House and 15.98 acres at 1550 Holly Pike, Carlisle, Pa. (appraisal - 120,000.00) 120, 000.00 1991 Ford Taurus 7, 500.00 1 share stock owned by late husband in Wykoff Run Campers Asn., Inc. 5, 000.00 140 goats 5,600.00 547.93 Van Kampen Merritt U.S. Gov't A IRA, Paul Weibley beneficiary 7,698.84 York Federal IRA, Lois Fanus, beneficiary 3,626.36 Accrued interest to February 17, 1995 6.25 York Federal IRA, Lois Fanus, beneficiary 6,803.60 Accrued interest to February 17, 1995 11.06 1996 Feb. 27 Proceeds sale of old payloader 500.00 TOTAL PRINCIPAL RECEIVED 817,135.89 -2- INCOME RECENED Accountant charges himself with the following income amounts received: 1995 Feb. 24 March rent, 310 East Louther St. -Railing 225.00 28 Interest, Farmers Trust Co. savings account 4.91 Mar. 2 March rent, 308 East Louther St. -Shughart 175.00 10 Interest on Estate NOW account 3.22 29 April rent, 310 East Louther St. -Railing 225.00 29 Divident, Delaware Group 89.19 29 Divident, 400 shs. Travelers, Inc. 203.12 29 Interest, Eastman-Kodak bond 684.38 29 Interest, Gill Agreement of Sale 641.57 Apr. 12 April rent, 308 East Louther St. -Shughart 175.00 12 Divident, Delaware Group 96.49 12 Interest on Estate NOW account 34.33 13 Interest, Gill Agreement of Sale 686.82 20 Interest, PNC MMA #51-3036-5668 122.41 20 Interest, PNC checking account #51-4019-3505 6.02 22 Interest, PNC checking account #51-4019-3505 5.63 28 Dividend, DMC Tax-Free Income Trust 424.51 May 3 Gain on liquidation of Legg Mason account 1,423.15 9 May rent - 308 East Loather St. -Shughart 175.00 9 May rent - 310 East Louther St. -Railing 225.00 18 Interest, Gill Agreement of Sale 686.24 18 Interest on Estate NOW account 114.04 30 June rent - 310 East Louther St. -Railing 225.00 June 15 June rent - 308 East Louther St. -Shughart 175.00 15 Interest on Estate NOW account 178,gg 22 Interest, Gill Agreement of Sale ~ 685.65 July 11 July rent - 310 East Louther St. -Railing 225.00 11 July rent - 308 East Louther St. -Shughart 175.00 12 Interest on Estate NOW account 201.91 21 Interest, Gill Agreement of Sale 685.06 Aug. 3 Rent pro-ration for 308-310 East Louther St. 25.80 13 Interest on Estate NOW account 246.58 -3- Aug. 17 Interest, Gill Agreement of Sale 684.47 22 Interest, Reiff Mortgage to July 27, 1995 369.40 Sept. 5 Interest, Reiff Mortgage to September 5, 1995 84.00 12 Interest on Estate NOW account 287.42 28 Interest, Gill Agreement of Sale 683.87 Oct. 12 Interest on Estate NOW account 294.26 25 Interest, Gill Agreement of Sale 683.27 Nov. 3 Interest on Estate NOW account 304.38 20 Interest, Gill Agreement of Sale 682.66 Dec. 7 Cancellation of Aetna insurance 82.00 10 Interest on Estate NOW account 232.64 28 Interest, Gill Agreement of Sale 682.05 28 Rent for 1550 Holly Pike, partial month 370.00 1996 Jan. 12 Interest on Estate NOW account 250.42 18 January rent, 1550 Holly Pike 675.00 Feb. 1 Interest, Gill Agreement of Sale 681.43 12 Interest on Estate NOW account 2 08.57 15 February rent, 1550 Holly Pike 675.00 27 Interest, Gill Agreement of:tsale 680.81 Mar. 5 February rent, 1550 Holly Pike ___675.00 TOTAL INCOME RECEIVED 18, 536.56 DISBURSEMENTS Accountant claims credit for the following amounts paid: 1995 Feb. 24 Check cleared after death - PNC 125.43 24 Register of Wills, Letters Testamentary and 4 short certificates 398.00 Mar. 2 Met-Ed., electricity for house 108.25 2 Met-Ed., electricity for farm house 56.68 2 DirecTV, account 41.93 2 United of PA, telephone 104.19 2 Metropolitan, insurance on personal residence 193.00 2 Cumberland Law Journal, advertising Letters Testamentary 40.00 -4- Mar. 2 Good Shepherd Community Church, funeral luncheon 200.00 2 Dauphin Deposit Bank, payoff of auto loan 2 , 617.22 2 Wayne Noss Flowers, funeral spray 129.85 2 Gary Crain, balance account 76.80 17 Met-Ed., final electricity for farm house 53.48 17 111~t-Ed., electricity for house 138.30 29 United of PA, telephone 3.56 Apr. 4 Steven W. Barrett, real estate appraisals 1,450.00 12 Wagner's=Tax Service, preparation of L994 personal incomE taxes 80.00 12 Internal Revenue Service, 1994 Personal Income Tax 201.00 12 PA Department of Revenue, 1994 Personal Income Tax 6.00 12 Paul E. Weibley, reimbursement for boxes in preparation of public sale 63.87 13 Register of Wills, 5 short certificates 15.00 19 Robert C. Cairns, Tax Collector, county and township taxes for 1550 Holly Pike 231.26 19 Robert C. Cairns, Tax Collector, county and township taxes for Holly Pike land and building 160.10 19 Darlene L. Moyer, Tax Collector, county and borough taxes for 308-310 East Louther Street - 212.251ess pro-ration of 88.42 123.83 May 2 The Sentinel, advertising Letters Testamentary 58.76 4 Rick Foreman, auctioneer and clerks for public sale 450.00 4 Tent rental for public sale 200.00 5 Met-Ed., electricity 55.96 11 Register of Wills, Agent, a/c Pa. Transfer Inheritance Tax 38,475.00 18 Plough & Lillich Insurance, 308-310 East Louther St. - 348.00 less refund of 291.00 51.00 18 Foremost Insurance Co., insurance for 1550 Holly Pike 347.00 30 Expense in removing and disposing of refuse and old tires, etc. 1,047.62 30 Met=Ed., electricity 44.14 June 15 Met-Ed., electricity 17.22 15 The Patriot-News Co., advertising truck for sale 8.00 15 Hoffman-Roth Funeral Home, 8 death certificates 24.00 22 Foremost Insurance Co., fire insurance on personal residence 332.00 July 21 Carlisle Pest Control, treatment to 308-310 East Louther St. 954.00 Aug. 2 Met-Ed., electricity 10.17 -5- Aug. 2 3 3 11 Sept. 12 13 28 28 28 Oct. 25 Nov. 3 9 15 15 Dec. 7 7 1996 Jan. Feb. Richard Weller, painting personal residence Recorder of Deeds, realty transfer taxes Darlene L. Moyer, Tax Collector, school tax pro-ration for 308-310 East Louther St. Steven W. Barrett, appraisal on personal residence Kathy Farner, cleaning services Robert C. Cairns, Tax Collector, school taxes for 1550 Holly Pike Recorder of Deeds, satisfaction of Reiff mortgage Met-Ed., electricity Foremost Insurance Co., fire insurance on personal residence - 332.00 less refund of 163.00 Met-Ed., electricity Register of Wills, filing Inheritance Tax Return for Clyde Weibley Estate Internal Revenue Service, Federal Estate Tax Register of Wills; Agent, balance due on Pa. Transfer Inheritance Tax Register of Wills, filing Pa. Inheritance Tax Return Met-Ed., electricity Rec Oil, Inc., removal of oil tanks and contents 18 Old Guard, fire insurance for 1550 Holly Pike 18 Old Guard, liability insurance for 1550 Holly Pike 1 Paul Teitrick, snow removal - 1550 Holly Pike 15 Kenneth Starner, plumbing - 1550 Holly Pike Expenses to obtain share of stock from Estate of Clyde Weibley to Estate of Doris R. Weibley Reserve for minor subdivision plan and sales expense for sale of 1550 Holly Pike: realtor engineering, etc. Paul E. Weibley, maintaining building and lawn at 1550 Holly Pike f rom date of death to date of rental Paul E. Weibley, Executor's commissions Frey and Tiley, Attorney's fee Reserve to file Account TOTAL DISBURSEMENTS 239.43 600.00 43.70 250.00 150.00 1,122.04 5.00 68.24 169.00. 32.31 10.00 33,544.98 4,072.30 15.00 63.53 1,645.00 308.00 41.00 100.00. 137.60 525.00 5,400.00 1,800.00 1,038.41 23,198.90 27,198.90 120.00 150,590.96 -6- RECAPITULATION Total Principal Received Total Income Received Total Life Insurance Proceeds Total Receipts Less Total Disbursements Balance for Distribution PROPOSED SCHEDULE OF PARTIAL DLSTRIBUTION Amount held by Executor for Distribution Plus Pennsylvania Inheritance Tax and Federal Estate Tax Attributable to three IRAs which passed to designated beneficiaries Total Less Proposed Partial Distribution Balance Held by Executor for Future Distribution (This balance includes balance due on Gill Agreement of Sale, balance due on Gill Note, Decedent's residence at 1550 Holly Pike, and stock in Hunting Camp) TO: Paul E. Weibley 1552 Holly Pike Carlisle, PA 17013 One-half interest in 89-a.cre farm Beneficiary of Van Kampen IRA One-fourth residue of estate: Partial distribution April 23, 1996 Federal and PA inheritance taxes attributable to IRA Items purchased at sale 150 goats, in kind 1/2 consideration~for approximately 7 acres Cash 785.41 1,045.00 5,600.00 5,000.00 372369.59 817,135.$9 18,536.56 1,247.62 836,920.07 -150.590.96 686,329.11 686,329.11 1,851.20 688,180.31 -468,146.11 220,034.20 100,000.0 7,698.84 50,000.00 -7- TO: Wayne Weibley 1550A Holly Pike Carlisle, PA 17013 One-half interest in 89-acre farm One-fourth residue of estate: Partial distribution April 23, 1996 Indebtedness to Estate 18, 500.00 1991 Ford Taurus, in kind 7,500.00 Consideration for 6.0973-acre tract of land 7,500.00 1/2 consideration for approximately 7 acres 5,000.00 Cash 11,500.00 TO: Lois Fanus 115 Sunset Drive Mt. Holly Springs, PA 17065 Beneficiary of York Federal IRA Beneficiary of York Federal IRA Specific bequest One-fourth residue of estate: Partial distribution April 23, 1996: Federal and PA inheritance taxes attributable to IRAs 1,065.79 Items purchased at sale 403.00 Indebtedness to Estate 6,500.00 1/2 fruitstand checking account 1,109.78 Fruitstand indebtedness 8,500.00 1/2 fruitstand personal property 2,350.00 1/2 interest in Kenworth tractor 875.00 1/2 sale price of fruitstand 65,000.00 85,803.57 Less partial distribution -50,000.00 Amount due Estate for overdistribution 35,803.5? TO: Linda R. Munro 1308 Miners Way Roseville, CA 95678 Specific bequest One-fourth residue of estate: Partial distribution April 23, 1996 TOTAL PARTIAL DISTRIBUTION 100,000.00 50,000.00 3,632.61 6,814.66 25,000.00 50,000.00 25,000.00 50,000.00 468,146.11 -8- COMMONWEALTH OF PENNSYLVANIA ) SS.. COUNTY OF CUMBERLAND ) Before me, the undersigned officer, personally appeared Paul E. Weibley, Executor of the Last Will and Testament of Doris R. Weibley, Deceased, who, being duly sworn according to law, deposes and says that the foregoing First and Partial Account and Proposed Schedule of Partial Distribution are true and correct to the best of his knowledge, information and belief. Pa E. Weibley, Executor Sworn to and subscribed before me this ~ ~ st day of March, 1996. NOTARIAL SEAL KRISTA KING, NOTARY PUBLIC CARLISLE, CUMBERLAND COUNTY PA MY COMMISSION EXPIRES JUNE 27,1998 -9- t ~ ~ LAST WILL AND TESTAMENT OF DORIS R. WEIBLEY I, DORIS R. WEIBLEY, widow, of South Middleton Township (mailing address: 1550 Holly Pike, Carlisle, Pennsylvania 17013) Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and malting void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor or Executrix to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I request that my funeral services be conducted by Hoffman-Roth Funeral Home in a manner substantially similar to the arrangements made by me for my husband Clyde E. Weibley, and that my body be inten~ed beside his on our burial lot located in Cumberland Valley Memorial Gardens along Ritner Highway near the Borough of Carlisle, Pennsylvania. 2. If I am still the owner of the farm containing 89 acres 133 purchases, more or less, described in Cumberland County Deed Book "M", Volume 23, Page 712, which is improved with the original farmhouse and bank barn, etc., I give, devise and bequeath the same in equal shares to my two sons, Wayne A. Weibley and. Paul E. Weibley, their heirs and assigns, as tenants in common, provided each of them shall survive me by a period of ninety (90) days, but should my son, Wayne A. Weibley, fail to so survive me then-the share he would have received shall pass to my other son, Paul E. Weibley, his heirs and assigns, provided he shall survive me by a period of ninety (90) days. Should my son, Paul E. Weibley, fail to so survive me then the share or shares which he would have received shall pass, to my son Wayne A. Weibley, provided he shall survive me by a period of ninety (90) days, but should both of them fail to so survive me, then the same shall lapse. 3. Should my son, Wayne A. Weibley, predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event I give and bequeath to his daughter, Brittany N. Weibley, her heirs and assigns, the sum of $10,000.00 provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me by a period of ninety (90) days then to such of her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no issue the same shall lapse and be included in the residue of my estate. 4. I give, devise and bequeath to my daughter, Lois A. Fanus, her heirs and assigns, the sum of $25,000.00 provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me then to such of her issue ac ~ha~i ~„n„••~ -»~ ~--- - - ' - ., of the Guardian is necessary or desirable to be expended for the proper maintenance, support and education of such person, to or for the benefit of such person, and upon such person attaining 21 years of age to pay to him or her the then remaining principal together with any undistributed income. 9. I hereby nominate, constitute and appoint my son, Paul E. Weibley, as Executor of this my Last Will and Testament, but should he predecease me or fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint my son, Wayne A. Weibley, and my daughter, Lois A. Fanus, as alternate or successor co-Executors, and I further direct that none of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 10. In addition to the powers conferred by law, my hereinbefore named Executor or Executors, or Guardian or successor Guardian of the estate of any person less than 21 years of age, are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of rhP n»T~H~~~ -~----____ _ t}1P.TPfTnm Signed, sealed, published and declared by DORIS R. WEIBLEY, the Testatrix above- named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Q _ay.__~ v ~L... _ "~L.j~ ~.. // COMMONWEALTH OF PENNS~'LVANlA COUNTY OF CUMBERLAND ss APRIL 22 19 96 I, Mary C. Lewis, Register for Probate of Wills and granting Letters of Administration for the County of Cumberland, in the Commonwealth of Pennsylvania, do hereby certify the foregoing to be true and accurate copies of the FIRST AND PARTIAL ACCOUNT OF PAUL E. WEIBLEY. EXECUTOR OF TH 4TATF nF DORIS R. WEIBLEY, LATE OF SOUTH MIDDLETON TOWNSHIP. CUMBERI, N1) .OTNTY, PFNN4YTVANIA, DECEASED. as the same were passed and advertised and remain on file anti of record in this office. IN TESTIMONY WHEREOF, I have hereunto set my hand and official seal the date above. ~~ ~ ~~ Mary C. wis, Register of Wills NOW TO WIT,APRIL 221996 ,came into Court PAUL E. WEIBLEY, EXECJTOR and presented an account and statement. of proposed distrubution, which were examined, passed, approved, and confirmed with a balance in his hands of $468,146. ~ T (PARTTAI,) and the accountant was directed to distribute said balance in accordance with the statement of distribution filed. v' ; i Mary ewis, Clerk o the Orphans Court COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND )} ss I, Mary C. Lewis, Clerk of the Orphans' Court, in and for said County, do hereby certify the foregoing to be a true copy of the account and statement of proposed distribution of PAUL E. WEIBLEY, EXECUTOR as full and entire as the same remain on file and record in this office. IN TESTIMONY WHEREOF, I have hereunto set my hand and official seal at Carlisle, this 22nd day of APRIL 1926_ ~- ~ ~ Mary C. wis, Clerk of t e Orphans Court W `~ °' r w O ..a z z H N p ~ r ~ ~ ;~ A ~ ~ ' NN r~ O U W O¢ ~ rn a a 3 WIZ ~ z H Q H ~ A> E- ~ o~ V ; ~ a Q~ ~+ ~ W D-' W W E~ 2~ o Q~ N ~ _ a ¢w v ~ a H Z a W ~ Q HW Z v ~ r-i E' ~1 ~ x N r a v ~ d A ~, w E-' H ~ 3 wx z ~ a ~ ~ ~LL ~~ y A ~ A z ~ ~ E ~ w ¢ WO ~ ~~ ~ w a w ~ ~ o F w "' H U w ~ ~ w a' ~ a , ., a ~ ~ w O ~ ~ w q cam!] A a ~~„`~ eye ~+~! 'yYl~~ley u0~#~anpllTSlP ~o ain :~~ygrt ~~~~~add 4tilm eauai~~oa~a ui (;ga:inEiL 1~~?tlfif~t!}f6t~? p~!? R~2~n~US;s~ ~:~~~s.~t~~ii.V~1 l~~~Ll'~:F~+ __ ~ 7~"7` tr ~ ~~J? RCr iDY/ GA nrr \ iG-77/ ITV i iMC Vr in17CRi 1/ff~VG " 7rr ~rrnnr v~rr~r.~r, ..~~~......~~ ~,~- - - - _ _ _ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WEIBLEY DORIS R FILE N0. 21 95-0148 ACN 101 DATE 04-01-96 « TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 445,000.1)0 2. Stocks and Bonds (Schedule Bl (2) 405.!36 3. Closely Neld Stock/Partnership Interest (Schedule C) (3) .170 4. Mortgages/Notes Receivable (Schedule D) (4l .170 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 371 .730.03 - 6. Jointly Owned Property (Schedule Fl (6) .00. 7. Transfers (Schedule G) (7) .00 8. Total Assets (81 817,135.89 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adw. Costs/Misc. Expenses (Schedule H) (9) 61,283.57 10. Debts/Mortgage Liabilities/Liens (Schedule I) ( 10) 2,617.22 11. Total Deductions (111 63 .900 _ 79 12. Nst Value of Tax Return (121 753, 235.10 13. Charitable/Governaental Bequests (Schedule J) (131 .00 14. Net Value of Estate Subject to Tax (141 753,235.10 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17 and 18 will reflect figures that include the total of ALL ret urns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (151 . 00 X . 00- . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 753,235.10 X .06. 45,194.10 17. Amount of Line 14 taxable at Collateral/Class H rate (17) •00 X .15. .00 18. Principal Tax Due (181 45,194.10 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+1 INTEREST (-) AMOUNT PAID 05-12-95 AA047759 2,025.00 .38,475.00 11-16-95 AA082322 .00 4,072.30 C~ •~ ~ °1 11`IICRCJI 1J l.t7NR\7CL I'RUI'1 11-1C-`J7 IU UHF-UY-Y6 TOTAL TA)C CREDIT 44,572.30 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 621.80 REVERSE SIDE OF THIS FORM INTEREST ~~ 22:12 TOTAL DUE `` -" 643.92 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS~REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A '•CREDIT° (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before Deeewber 12, 1982 -- if any future interest in the estate 3s transferred in possession or enjoywont to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coaonwoslth hereby expressly roserves tFro right to appraise and assess transfer InFwritanca Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOI~1CE: To fulfill the raquirewonts of Section 2140 of the Inheritance and Estate Tax Aet, Act Z2 of 1991. 72 P.S. Section 2140. PAYNENT: Detach the top portion of this Notice and subwit with your payront to the Register of Nills printed on the reverse side. --Nako check ar woney order payable to: REGISTER OF RILLS, AGENT Ail paywents received shall first be applied to any interest which way be due with any rewainder applied to the tax. REFUND (CR): A refund of a tax credit, which was not requested an the Tax Return, way be requested by cowploting an ^Application for Refund of Pennsylvania IN~eritanco and Estate Tax" CREV-1313). Applications sro available at the Office of the Register of Mills, arri of the 23 Revenue District Offices, or by calling the spacial 24-hour answering service nuwbers for forws ordering: In Pennsylvania 1-800-362-2050, outside Pemsylvania and within local Harrisburg area (717) 787-8094, TDDN (717) 772-2252 (Roaring Iwpaired Only). OBJECTIONS: Any party in intarast not satisfied with the approisewent, allowance or disallowance of deductions, or assesswent of tax (including discount or interest) sa shown on this Notice roust object within sixty (60) days of receipt of this Notice by: --written protest to the PA Dopartwent of Rovonuo, Board of Appeals, Dopt. 281021, Harrisburg, PA 17128-1021, OR --election to have the wetter dotorwined at audit of the account of the personal representative, OR --appeal to tM Orphans' Court. ADNIN ISTRATIVE CORRECTIONS: Factual orrars discovered on this assesswont should be addressed in writing to: PA Departsent of Rovonue, Bureau of IrniiviGual Taxes, ATTN: Past Assssswsnt Review Unit, Dept. 280601, Harrisburg, P4 17128-0601 phone (717) 787-6505. See page 3 of the booklet ^Instructions for Inheritance Tax Return for a Resident Decedent^ (REV-1501) for an explanation of adwinistrativoly correctable errors. DISCOUNT: If any tax due is paid within three C3) calendar worths after the decedent's death, a five percent CS%) discount of the tax paid is allowed. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) worths and row (1) day frog the date of death, to the date of paywent. Taxes which becaN delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per anew calculated at a daily rota of .000164. All taxes which becawo delinquent on and after January 1, 1982 will boar interest at a rate which will vary Prow calendar year to calendar year with that rate announced by the PA Departwent of Revenw. The applicable interest rates for 1982 through 1996 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1%7 9% .000247 1983 16% .000438 1988-1991 11% .000301 1984 11% .000301 1992 9% .000247 1985 13% .000356 1993-1994 7X .000192 1986 10% .000274 1495-1996 4% .000247 --Interest is calculated as follows: INTERES? = BALANCE OF TAX UNPAID X NUMBER OF DAY5 OELINpUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax beaowes delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assesswent. If paywent is wade after tM interest cowputation date shown on the Notice, additional interest roust bo calculated. 'REV-1547 EX AFP (12-95) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ACN 101 BUREAU OF INDIVIDUAL TAxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPT. 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX NARRISeuRC, PA Illza-obol DATE 04-01-96 esrr,°e or wtln~tY UUKiS K FILE N0. ~=~i DATE OF DEATH 02-17-95 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKi CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT T0: FREY 8 TILEY REGISTER OF WILLS 5 S HANOVER ST CUMBERLAND CO COURT HOUSE CARLISLE PA 17013 CARLISLE, PA 17013 Amount Remitted to ~3. 9~ CUT ALONG_ THIS LINE - RETAIN LOWER PORTION FDR YOUR RECORDS ~ _ __ ___ REV-1547 EX-AFP (12-95)~IVOTZCE OF INHERITANCE-rtAX-APPRAISENEI~7,wALLOWANCE OR - DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WEIBLEY DORIS R FILE NO. 21 95-0148. ACN 101 DATE 04-01-46 TAX RETURN WAS: ( )ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedul• A) (11 445,000.00 2. stocks and Bonds lsehedule B) (2) 405.86 3. Closely Held Stock/Partnership Interest (Schedul• Cl (3) .00 4. Mortgages/Notes Receivable (Schedul• D) (4) .00 5. Cash/Hank Deposits/Misc. Personal Property (Schedul• E) (5) 371,730.03 6. Jointly Owned Property (Schedule F] (6) .00 7. Transfisrs (Schedule G) (7) .00 s. Total Assets (g) 817,135.89 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 61,283.57 (4) 10. Debts/Mortgage Liabilities/Liens (Schedul• I) (10) 2.6 17.22 11. Total Deductions (11) F~ .9~~ . 79 12. Het Value of Tax Return (12) 753,23$.10 13. Charitable/Governmental Bequests (Schedul• J) (131 .00 14. Net Value of Estate Subject to Tax (141 753, 235.10 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (151 .00 X . 00_ . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 753, 235.10 X . 06. 45,194.10 17. Amount of Line 14 taxable at CollaterallCless H rate (17) •00 X .15. .00 18. Principal Tax Due (181 45,194.10 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST (-l AMOUNT PAID 05-12-95 AA047759 2,025.00 38,475.00 11-16-95 AA082322 .00 4,072.30 INTEREST IS CHARGED FROM 11-18-95 TO 04-09-96 TOTAL TAX CREDIT 44,572.30 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 621.80 REVERSE SIDE OF THIS FORM INTEREST 22,12 TOTAL DUE 643.92 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE I5 LESS THAN 51, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTEn As s '~cRFnTT'• rrQi . vnii Mev ac niiF REV-1x70 EX 16-8R~ COMMONWEALTH OF PENNSYLVANIA ' DEPARTMENT O~ REVENUE • BUREAU Of INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME Doris Wei 2195-0148 101 SCHEDULE I NOM EXPLANATION OF CHANGES H C41, Value of expenses claimed have been sus~ended~ as pro~ert~ has_not been _ 42,43 sold. A supplemental return may be filed when property is sold claiming ____expenses relating_to Qr~er~. __A_ cop~y_of_settlement _sheet__should ,also be submitted. TAX EXAMINER: Marcia Silberman INHERITANCE TAX EXPLANATION OF CHANGES PAGE AA OH23Z2 COMMONWEALTH OF PENNSYLVANIA NQ. DEPARTMENT OF REVENUE OFFICIAL RECEIPT ~ PENNSYLVANIA INHERITANCE AND ESTATE TAX REKll62 EX (4.94( ACN ASSESSMENT AMOUNT RECEIVED FROM: CONTROL NUMBER FREY ROBERT M 5 S HANOVER STREET • CARLISLE, PA 17013 -FOLD HERE ESTATE INFORMATION: © FILE NUMBER 21-1995-0148 SSN 162-22-3908 © NAME OF DECEDENT (LAST) (FIRST) (MI) WEIHLEY DORIS R DATE OF PAYMENT © POSTMAR D E COUNTY ~~ CUMBERLAND REMARKS PAUL E WE I BLEY C/G FREY AND TILEY ATTY5 SEAL t;:~r1ECr;1~ 55 TAXPAYEFI 1 , F TOTAL AMOUNT PAID ~4 •072 • 30 V v J RECEIVED BY NATURE . MARY C. LEW REGISTER OF WILLS N s .~ z ~' 0 a .. •-+ O H F-' V N ~ a a~oz QV Q ~ A _Z`:`z "~ ..i. ~~` ' '"V ~' Z ~'W i~~. _ ~.. Z I~s.~ .~~ ~ ~;: Z -~~~~> "fir ~. ~'` __. ~'~ ~ - :a m t~ ' .:• f 'h! W '" 4 . ~" W ~ ~ Y ~~ ~ ~ 4 ' ~' ' ~ ~ ~ t~. ~ o. V .C7 L F ~ w > w ~ t V ;~ W O W ~. Q ~ Q } ~..) s- ~ ~ U'I ~- ~ l.~ lfl U W Q r~~ ~ Z ? ~ W 0 m O . 0~ ~ m -- N cu N -0 Z F' m ~ ~ o ~ ~ ~ N Q ~ ~ ~ v O ,-1 N W Z J ~ o ~ ~ W ~ W H O m o 3 Q Z ~ O d W c W W uyi ~i Z D ~ ©©~ rc W O W C1.7 a m s ~o ~~ ~` ~~. O -~ a a, ~P~ ~ '~ ~~ 4 ~ -~ ~i Z ~ (7 H ~N ~~ H '`' 3 tt., c WO d ~ ~ Z W m O O } e-i Cr L4 ~~ V O W 0 C'~ N W w ~' ~. w ~~ ~~ ~ 3W Z WO ~ Q ~ 00 W ~ d. U U 'L = U ~ 0 O ~ N ~ W ~ ~ w } Q a X a r ~, STATUS REPORT UNDER RULE 6.12 Name of Decedent: Doris R. Weibley Date of Death: February 17, 1995 Will No. Admin . No . 21-95-148 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete : Upon sale of real estate 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: 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 Cerk of the Orphans' Court and may be attached to this report. Date : February 7, 1997 (MAH:rmf/AM3) Signature Robert M. Frey Name (Please type or print) 5 S. Hanover St., Carlisle, PA 17013 Address ~ 717 ) 243-5838 Tel. No. Capacity: Personal Representative X Counsel for personal representative Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/05/1997 FREY ROBERT M 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of WEIBLEY DORIS R File Number: 1995-00148 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, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on Z/17/1997. Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~2~ C`~.~~~2 ~n~ ~~ ~ ~ MARY C. LEWIS REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent : Doris R. Weibley Date of Death: February 17, 1995 Will No. Admire . No . 21-95-0148 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date : October 13, 1998 ~'~~~^'~ ~- . ~'` Signature Robert M. Frey Name {Please type or print) 5 South Hanover St., Carlisle, PA 17013 Address ~ 71'~ 243-5838 Tel. No. Capacity: Personal Representative X Counsel for personal representative (MAH:rmf/AM31 r SECOND AND FINAL ACCOUNT OF PAUL E. WEIBLEY, EXECUTOR OF THE LAST WILL AND TESTAMENT OF DORIS R. WEIBLEY, LATE OF SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED RECEIPTS 1996 Mar. 21 Balance held by Executor from First and Partial Account 220, 034.20 21 Reserve for transfer of Wykoff Run Campers Asn. stock 525.00 21 Reserve for Minor Subdivision Plan and sales expense for 1550 Holly Pike 7, 200.00 21 Reserve for maintaining building and lawn at 1550 Holly Pike 1, 038.41 21 Reserve for Executor's commissions 23,198.90 21 Reserve for Attorney's fee 27,198.90 21 Reserve to file Account 120.00 TOTAL RECEIPTS 279,315.41 INCOME RECEIVED 1996 Mar. 12 Interest on Estate checking account 218.64 19 Interest, Gill Agreement of Sale 680.19 25 Rent and pet security deposits retained for damages 1,075.00 Apr. 12 Interest on Estate checking account 236.08 25 Interest, Gill Agreement of Sale 679,56 May 10 Interest on Estate checking account 106.68 16 Rent, 1550 Holly Pike (adjusted 5 days) 588.00 16 Interest, Gill Agreement of Sale 678.92 June 12 Interest on Estate checking account 30.26 18 Interest, Gill Agreement of Sale 678.29 18 Rent, 1550 Holly Pike 675.00 July 12 Interest on Estate checking account 33.50 31 Rent, 1550 Holly Pike 675.00 31 Interest, Gill Agreement of Sale 677.64 Aug. 1 Rent, 1550 Holly Pike 675.00 12 Interest on Estate checking account 31.70 16 Interest, Gill Agreement of Sale 677.00 -1- e Sept. 12 Interest on Estate checking account 35.38 16 Interest, Gill Agreement of Sale 676.34 Oct. 1 Rent and pet security deposits retained for non-payment of rent 875.00 11 Interest on Estate checking account 35.65 23 Interest, Gill Agreement of Sale 675.69 Nov. 12 Rent pro-ration 489.50 12 Interest on Estate checking account 32.38 21 Interest, Gill Agreement of Sale 675.03 Dec. 12 Interest on Estate checking account 35.29 19 Interest, Gill Agreement of Sale 674.32 19 Rent, 1550 Holly Pike 675.00 1997 Jan. 12 Interest on Estate checking account 37.75 16 Interest, Gill Agreement of Sale 6?3.69 16 Rent, 1550 Holly Pike 675.00 Feb. 12 Interest on Estate checking account 40.22 19 Interest, Gill Agreement of Sale 673.02 19 Rent, 1550 Holly Pike 675.00 Mar. 12 Interest on Estate checking account 37.78 21 Rent, 1550 Holly Pike 675.00 24 Rent, 1550 Holly Pike 675.00 Apr. 1 Interest, Gill Agreement of Sale 672.34 12 Interest, Gill Agreement of Sale 671.65 12 Interest on Estate checking account 33.28 May 15 Interest, Gill Agreement of Sale 670.96 15 Rent, 1550 Holly Pike 675.00 15 Interest on Estate checking account 11.59 June 12 Interest on Estate checking account 10.15 18 Interest, Gill Agreement of Sale 670.27 19 Rent, 1550 Holly Pike 675.00 July 11 Interest on Estate checking account 8.36 15 Interest, Gill Agreement of Sale 669.57 22 Rent, 1550 Holly Pike 675.00 31 Rent, 1550 Holly Pike 675.00 -2- Aug. 12 Interest on Estate checking account 10.31 19 Interest, Gill Agreement of Sale 668.86 Sept. 5 Interest on Estate checking account 10.77 5 Rent, 1550 Holly Pike 675.00 13 Interest on Estate checking account 2.78 22 Interest, Gill Agreement of Sale 668.15 Oct. 5 Rent, 1550 Holly Pike 675.00 13 Interest>on Estate checking account 13.91 16 Interest, Gill Agreement of Sale 667.44 Nov. 13 Interest on Estate checking account 15.06 18 Interest, Gill Agreement of Sale 666.72 Dec. 13 Interest on Estate checking account 12.35 18 Interest, Gill Agreement of Sale 666.00 1998 Jan. 13 Interest on Estate checking account 13.64 29 Interest, Gill Agreement of Sale 665.27 Feb. 13 Interest on Estate checking account 13.56 17 Interest, Gill Agreement of Sale 664.53 Mar. 13 Interest on Estate checking account 12.46 24 Interest, Gill Agreement of Sale 663.79 Apr. 13 Interest on Estate checking account 14.44 15 Interest, Gill Agreement of Sale 663.05 May 7 Interest, Gill Agreement of Sale 507.76 7 Interest, Gill Note 8,604.17 13 Interest on Estate checking account 42.15 June 13 Interest on Estate checking account 85.26 16 Loss on sale of 1550 Holly Pike (2, 600.00 ) July 13 Interest on Estate checking account 72.10 TOTAL INCOME RECEIVED 37, 751.20 DLSBURSEMENTS 1996 Mar. 21 Register of Wills, filing First and Partial Account 119.00 21 Paul Weibley, maintenance of building and grounds at 1550 Holly Pike 1, 038.41 -3- t Mar. 21 Paul E. Weibley, a/c Executor's commissions 10,000.00 21 Frey and Tiley, a/c Attorney's fee 10, 000.00 21 R. E. Marsh Excavating, stones for driveway at 1550 Holly Pike 60.00 Apr. 10 Register of Wills, Agent, balance Pa. Transfer Inheritance Tax 643.92 10 U. S. Cleaning Services, carpet cleaning - 1550 Holly Pike 185.50 15 Internal Revenue Service, 1995 Fiduciary Income Tax 3, 870.43 15 PA Department of Revenue, 1995 Fiduciary Income Tax 358.00 25 Met-Ed., electricity 53.77 25 Carlisle Propane Co., repairs 47.70 May 16 Robert C. Cairns, Tax Collector, 1996 County and Township real estate taxes - 1550 Holly Pike 233.80 June 18 Harry Priest, electrical repairs - 1550 Holly Pike 62.08 Sept. 26 Old Guard, fire insurance - 1550 Holly Pike 358.00 Oct. 1 Farmers Trust Company, charge for returned check -Sauter 10.00 29 Paul Weibley, road repairs, property clean-up, mowing - 1550 Holly Pike 65.00 Nov. 21 Robert C. Cairns, Tax Collector, 1996-97 school real estate taxes - 1550 Holly Pike 1,197.38 21 Ken Starner, plumbing services - 1550 Holly Pike 31.42 1997 Feb. 19 Ken Starner, replace water heater - 1550 Holly Pike 306.22 Apr. 1 Robert C. Cairns, Tax Collector, 1997 County and Township real estate taxes - 1550 Holly Pike 229.13 1 Paul E. Weibley, a/c Executor's commissions 10, 000.00 1 Frey and Tiley, a/c Attorney's fee 10,000.00 2 Internal Revenue Service, 1996 Fiduciary Income Tax 2, 329.52 2 PA Department of Revenue, 1996 Fiduciary Income Tax 263.00 May 14 South Middleton Township, application fee for subdivision plan 375.00 14 South Middleton Township, escrow for engineering and solicitor's fee for subdivision plan - 490.00 less refund of 363.50 126.50 14 Cumberland County Planning Committee, plan approval fee 80.00 22 Fisher Mowery Rosendale, subdivision plan 4,404.51 July 31 Register of Wills, 1 short certificate 3.00 31 Wycoff Run Campers Asn., stock transfer fee 25.00 Nov. 6 Robert C. Cairns, Tax Collector, 1997-98 school real estate taxes - 1550 Holly Pike - 1197.38 less pro-ration of 52.49 1,144.89 11 Old Guard, fire insurance - 1550 Holly Pike - 334.00 less refund of 147.00 187.00 -4- Dec. 2 Recorder of Deeds, recording right-of-way agreement 12.00 9 GPU, electricity 32.18 1998 Jan. 29 GPU, electricity 121.58 Feb. 28 GPU, electricity 46.36 Mar. 4 GPU, electricity 108.52 24 GPU, electricity 92.29 24 Paul Weibley, reimbursement for stones for driveway - 1550 Holly Pike 330.38 Apr. 8 Internal Revenue Service, 1997 Fiduciary Income Tax 624.70 8 PA Department of Revenue, 1997 Fiduciary Income Tax 251.63 8 Robert C. Cairns, Tax Collector, 1998 County and Township real estate taxes - 254.83 less pro-ration of 125.55 129.28 9 Paul E. Weibley, reimbursement for house repairs 106.25 22 GPU, electricity 135.29 May 14 GPU, electricity 54.48 14 Black's Water Conditioning, water testing 140.00 19 Paul E. Weibley, balance Executor's commissions on principal 3,198.90 19 Frey and Tiley, balance Attorney's fee on principal 7,198.90 June 16 Realtor's commission on sale of 1550 Holly Pike 5, 874.00 16 Lender's inspection fee 75.00 16 Notary Public fee 6.00 16 Recorder of Deeds, realty transfer taxes 999.00 16 Groff's Septic Service 210.00 16 Seller's assistance 1,928.00 16 Penn Pest, services 35.00 16 GPU, final electric bill 14.86 Paul E. Weibley, Executor's commission on income 1,887.00 Frey and Tiley, Attorney's fee on income 1, 887.00 Reserve to file Account 120.00 Reserve for transfer taxes and filing and recording deeds and decree awaring real estate 250.00 TOTAL DISBURSEMENTS 83,676.78 -5- REC APITU L ATIO N Total Receipts 279, 315.41 Total Income Received 37, 751.20 Net Receipts 317, 066.61 Less Total Disbursements - 83, 676.78 Balance for Distribution 233, 389.83 PROPOSED SCHEDULE OF DISTRIBUTION BALANCE FOR DISTRIBUTION TO: Paul E. Weibley 1552 Holly Pike Carlisle, PA 17013 One-fourth residue of estate: 1/3 interest in Wykoff Run Campers Asn. stock Partial distribution May 19, 1998 Partial distribution June 17, 1998 Balance for distribution 233.389.83 1,666.67- 30,000.00 20,000.00 6,680.78 58,347.45 TO: Wayne Weibley 15 50 A Holly Pike Carlisle, PA 17013 One-fourth residue of estate: 1/3 interest in Wykoff Run Campers Asn. stock Partial distribution May 19, 1998 Partial distribution June 17, 1998 Balance for distribution 1,666.67 30,000.00 20,000.00 6,680.79 58,347.46 TO: Lois Fanus 115 Sunset Drive Mt. Holly Springs, PA 17065 One-fourth residue of estate: 1/3 interest in Wykoff Run Campers Asn. stock Partial distribution May 19, 1998 Indebtedness to Estate for fruit stand Partial distribution June 17, 1998 Balance for distribution 1,666.66 19,196.43 10,803.57 20,000.00 6,680.80 58,347.46 -6- TO: Linda ft. Munro 1308 Miners Way Roseville, CA 95678 One-fourth residue of estate: Partial distribution Oct. 23, 1997 Partial distribution May 19, 1998 Partial distribution June 17, 1998 Balance for distribution 1,250.00 30,000.00 20,000.00 7,097.46 58,347.46 233,389.83 COMMONWEALTH OF PENNSYLVANIA ) SS.: COUNTY OF CUMBERLAND ) Before me, the undersigned officer, personally appeared Paul E. Weibley, Executor of the Last Will and Testament of Doris ft. Weibley, Deceased, who, being duly sworn according to law, deposes and says that the foregoing Second and Final Account and Proposed Schedule of Distribution are true and correct to the best of his lrnowledge, information and belief. r~ ,~ . Paul E. Weibley, Executor Sworn to and subscribed before me this ~j ~ day of August, 1998. ~_ ~+ar~r 0. r~sY. NoTMV wsuc cru+usu. cu~~uwc cou~nv, P~ ~r cowMtsston arauus,w~ s. ~ -7- LAST WILL AND TESTAMENT OF DORI5 R. WEIBLEY I, DORIS R. WEIBLEY, widow, of South Middleton Township (mailing address: 1550 Holly Pike, Carlisle, Pennsylvania 17013) Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declaze this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor or Executrix to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I request that my funeral services be conducted by Hoffman-Roth Funeral Home in a manner substantially similar to the arrangements made by me for my husband Clyde E. Weibley, and that my body be a~nterred beside his on our burial lot located in Cumberland Valley Memorial Gazdens along Ritner Highway near the Borough of Carlisle, Pennsylvania. 2. If I am still the owner of the farm containing 89 acres 133 purchases, more or less, described in Cumberland County Deed Book "M", Volume 23, Page 712, which is improved with the original farmhouse and bank barn, etc., I give, devise and bequeath the same in equal shares to my two sons, Wayne A. Weibley and Paul E. Weibley, their heirs and assigns, as tenants in common, provided each of them shall survive me by a period of ninety (90) days, but should my son, Wayne A. Weibley, fail to so survive me then the share he would have received shall pass to my other son, Paul E. Weibley, his heirs and assigns, provided he shall survive me by a penod of ninety (90) days. Should my son, Paul E. Weibley, fail to so survive me then the share or shares which he would have received shall pass, to my son Wayne A. Weibley, provided he shall survive me by a period of ninety (90) days, but should both of them fail to so survive me, then the same shall lapse. 3. Should my son, Wayne A. Weibley, predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event I give and bequeath to his daughter, Brittany N. Weibley, her heirs and assigns, the sum of $10,000.00 provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me by a period of ninety (90) days then to such of her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no issue the same shall lapse and be included in the residue of my estate. 4. I give, devise and bequeath to my daughter, Lois A. Fanus, her heirs and assigns, the sum of $25,000.00 provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me then to such of her issue as shall survive me by a period of ninety (90) days, their heirs and assigns, per stirpes. 5. I give, devise and bequeath to my daughter, Linda R. Munro, her heirs and assigns, the sum of $25,000.00 provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me then to such of her issue as shall survive me by a period of ninety (90) days, their heirs and assigns, per stirpes. 6. If I am still the owner of any interest in the fruit stand and land on which it is located known as "Country Produce", which land is Lot No. 3 on Subdivision Plan of Clyde E. Weibley and wife recorded in Cumberland County Plan Book 45 Page 149, and contains an area of 2.907 acres, more or less, I direct that my daughter, Lois A. Fanus, shall have the first right to purchase my interest therein from my Executor or Executrix at its fair mazket value determined at the time of my death, provided she shall exercise this right within six months from the date of my death and payment for same can be charged in whole or in part to whatever share of my estate she is found to be entitled as may reasonably be determined and calculated by my Executor or Executrix. ~ 7. All of the rest, residue and remainder of my estate, real, personal and mixed and wheresoever the same may be situate, I give, devise and bequeath in equal shares to such of my four children, their heirs and assigns, as shall survive me by a period of ninety (90) days, but ~; should Paul E. Weibley or Lois A. Fanus or Linda R. Munro fail to so survive me, then the share such deceased child would have received shall pass to such of his or her issue, their heirs and assigns, as shall survive me by a period of ninety (90) days, per stirpes. Should my son, Wayne • A. Weibley, fail to so survive me by a period of ninety (90) days, then the share that he would have received shall lapse and be added to the shazes of my other three children, per stirpes. 8. Should any person less than 21 yeazs of age be entitled to distribution from my estate, in such event I nominate, constitute and appoint my Executor or Executrix to act as Guardian of the estate of each such person and in the event that he or she shall decline to so act or cease serving as such, then my Executor or Executrix shall have the power and authority to select a corporate fiduciary as alternate or successor Guardian of the estate of each such person. Whoever is serving as Guardian of the estate of each such person shall pay the income arising therefrom to or for the benefit of such person, together with so much of the principal thereof as in the opinion Page 1 of 2 Pages of the Guardian is necessary or desirable to be expended for the proper maintenance, support and educarion of such person, to or for the benefit of such person, and upon such person attaining 21 yeazs of age to pay to him or her the then remaining principal together with any undistributed income. 9. I hereby nominate, constitute and appoint my son, Paul E. Weibley, as Executor of this my Last Will and Testament, but should he predecease me or fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint my son, Wayne A. Weibley, and my daughter, Lois A. Fanus, as alternate or successor co-Executors, and I further direct that none of them shall be required to post any bond to secure the faithful performance of his or her dudes in the Commonwealth of Pennsylvania or in any other jurisdiction. 10. In addition to the powers conferred by law, my hereinbefore named Executor or Executors, or Guardian or successor Guardian of the estate of any person loss than 21 yeazs of age, are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same aze authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such teams and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. f. To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary dudes and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed lay the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages plus a witness page, this 13th day of July , 1993. (SEAL) Doris R. Weib ey Signed, sealed, published and declared by DORIS R. WEIBLEY, the Testatrix above- named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~ __ COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND ocT • 13 19 98 I, Mary C. Lewis, Register for Probate of Wills and granting Letters of Administration for the County of Cumberland, in the Commonwealth of Pennsylvania, do hereby certify the foregoing to be true and accurate copies of the SECOND AND FINAL ACCOUNT OF PAUL E. WEIBLEY, EXECUTOR OF THE ESTATE DORIS R. WEIBLEY, LATE OF, SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. as the same were passed and advertised and remain on file and of record in this office. IN TESTIMONY WHEREOF, I have hereunto set my hand and official seal the date above. e any C. Lewis egister of Wills NOW TO WIT, OCT. l~j 98, came into Court PAUL E. WEIBLEY, EXECUTOR and presented an account and statement of proposed distrubution, which were examined, passed, approved, and confirmed with a balance in his hands of $ 2 3 3 , 3 8 9. 8 3_ and the accountant was directed to distribute said balance in accordance with the statement of distribution filed. C~ any C. is, Clerk of th Orphans Court COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~ ss I, Mary C. Lewis, Clerk of the Orphans' Court, in and for said County, do hereby certify the foregoing to be a true copy of the account and statement of proposed distribution of PAiIT, F _ WEIBLEY ~ EXECUTOR as full and entire as the same remain on file and record in this office. IN TESTIMONY WHEREOF, I have hereunto set my hand and official seal at Carlisle, this 13th day of CI~TC~RF.R 19 ~~ ~ , C. is, Clerk of th Orphans Court ~ t°=i ~n d ~ ~ ~ C~ z ~ ~ a d ~ x ~ ~ '~ ~~ m w ~ G~ ~ ~ ~ ~ trod Ci7 ~ '~ `~ ~ d d ~~ -~~~ =m~C H ~ o z z ~o rr r y ~ ~ x ~ H m d ~o o=^ H C O l l w , . ~ K o ~ ~ Yr~ zo -~ ~ H r ~ ~' ry ~ r ~ ~ , waz~r . ~ z ~z O ~ , ~ ~ a y H ~s `~~~ ~ p~ ~ ~ n c oc nps'°~..+ ~ CFd p ~ p y f ~ ~ f i ~ ~~~~ r„t [," ~1 c~ ±~ '~ '~ t i~ , . ~. ( ~ ~~ . ~~~ ;.. 7f~7 f STATUS REPORT UNDER RULE 6.12 Name of Decedent: Doris R. Weible Date of Death: February 17, 1995 Wi 11 No . Admin . No . 21-95-148 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No g 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete : Upon sale of real estate 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: 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 Cerk of the Orphans' Court and may be attached to this report. Date: March 18. 1998 (max, Signature _ Robert M. Fret/ Name (Please type or print) 5 S. Hanover St., Carlisle, PA 17013 Address ~ 717 ~ 243-5838 Tel. No. ' Capacity: Personal Representative X Counsel for personal representative (MAH:rmf/AM3) REV-736 EX AFP (12-95) ACN 202 COMMONWEALTH OF PENNSYLVANIA NOTICE OF DETERMINATION AND DEPARTMENT OF REVENUE ASSESSMENT OF PENNSYLVANIA BUREAU Of INDIVIDUAL TAXES ESTATE TAX 8ASED ON FEDERAL DATE 09-30-96 DEPT. 280601 HARRISBURG, PA 17128-oeoi CLOSING LETTER esrare vF WEIBLEY DORIS R FILE N0. 21 95-0148 DATE OF DEATH 02-17-95 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". REMIT PAYMENT T0: FREY & TILEY REGISTER OF WILLS 5 S HANOVER ST CUMBERLAND CO COURT HOUSE CARLISLE PA 17013 CARLISLE, PA 17013 Aeount Remitted CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES ~ ---------------------------------------------------------------------------------------------------------------- REV-736 EX AFP (12-95) ss NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CL03ING LETTER xa ESTATE OF WEIBLEY DORIS R FILE N0.21 95-0148 ACN 202 DATE 09-30-96 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due 43,169.10 .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return 7. Additional Pennsylvania Estate Tax Due TAX CREDITS: 20,168.20 43,169.10 .00 .uu .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST (-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 II EE IISS TE gEE ERSE gI INTEREST AND PEN. .00 * FORPCALCULATIONHOF ADDITIONALEINTERESTDE TOTAL DUE ( IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT^ (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) PURPOSE OF NOTICE: To fulfill the requirements of Section 2145 (b) of the Inheritance and Estate Tax Act, Act 22 of 1991. (72 P.S. Section 2145). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. -- Make check or money order payable to: REGISTER OF HILLS, AGENT. All payments received shall be applied first to any interest which may be due with any remainder applied to the tax. REFUNO CCR): A refund of a tax credit may be requested by coapleting an ^Application far Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service numbers for forms ordering: In Pennsylvania 1-800-362-2050, outside Ponnsylvanis and within local Harrisburg area C717) 787-8094, TDDN (717) 772-2252 (Hearing Iapaired Only). OBJECTIONS: Any party in interest not satisfied with the assessment of tax as shown on this notice may object within sixty C60) days of receipt of this Notice by: --written protest to the PA Dapartmont of Ravenua, Beard of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --slatting to Nava the matter determined at audit of the personal representative, OR --appeal to the Orphans' Court ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessaent Roviow Unit, Dapt. 280601, Harrisburg, PA 17128-0601, Phone (717) 787-6505. Sea page 3 of the booklet ^Instructions for Inheritance Tax Return far a Resident Decodent^ (REV-1501) for an explanation of administratively correctable errors. PENALTY: The 15% tax amnesty non-participation penalty is coaputed on the total of the tax and. interact assessed, and not Maid have.-: Jso::ary 18, 139£, the f,rat day after ...a crd of t5c tax xmnect> period. Thic ror-.+~^ti^iration penalty is appealable in the same aahner antl in the the same time period as you would appeal the tax and intarast that has boon assassod as indicated on this notice. INTEREST: Additional Pennsylvania Estate Tax assessed as a result of a change on the Federal Estatm Tax closing letter becomes delinquent at the expiration of one (1) aonth from the date the final notice of the increase in Federal Estate Tax is recmivad. Taxes which became delinquent before January 1, 1982 boar interest at the rata of six C6%) percent per annum calculated at a daily rata of .000164. All taxes which became delinquent on or after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Dapartmont of Ravenua. The applicable intarast rates for 1982 through 1996 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1987 9% .000247 1983 16% .000438 1988-1991 11% .000301 1984 11% .000301 1992 9% .000247 1985 13% .000356 1993-1994 7% .000192 1986 10% .000274 1995-1996 9% .000247 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an intarast calculation to fifteen C15) days beyond the data of the assessment. If payment is made after the interest computation date shown on the Notice, atlditional interest must ba calculated. REV-483 EX AFP (12-95) ACN 201 LOMMONMEALTH OF PENNSYLVANIA NOTICE OF DETERMINATION AND BUREAUNOFTINDIVIDUALETAXES ASSESSMENT OF PENNSYLVANIA DATE 09-23-96 DEPT. 280601 ESTATE TAX BASED ON FEDERAL HARRISBURG, PA 1712a-oeol ESTATE TAX RETURN ESTATE OF WEIBLEY DORIS R FILE NO.Z1 95-U14S DATE OF DEATH 02-17-95 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE. UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". • REMIT PAYMENT T0: FREY 8 TILEY REGISTER OF WILLS 5 S HANOVER ST CUMBERLAND CO COURT HOUSE CARLISLE PA 17013 CARLISLE, PA 17013 Amount Remitted CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES ~ ---------------------------------------------------------------------------------------------------------------- REV-483 EX AFP (12-95) xx NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ex ESTATE OF WEIBLEY DORIS R FILE N0.21 95-0148 ACN 201 DATE 09-23-96 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due TAX CREDITS: 20.168.20 43.169.10 .00 ' 43.169.10 .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST C-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 *IF PAID AFTER THIS DATE, SEE REVERSE SIDE. (IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) PURPOSE OF NOTICE: To fulfill the requirements of Section 2145 Cb) of the Inheritance and Estato Tax Act, Act 22 of 1991. (72 P.S. Section 2145). PAYMENT: Dataeh the top portion of this Notice and submit with your paysont to the Register of Hills printed on the reverse side. ' -- Maka chock or money order payable to: REGISTER OF HILLS, AGENT. All payments received shall bo applied first to ~y interest which nay be duo with any remainder applied to the tax. REFUND (CR): A refund of a tax credit nay be requested by completing an ^Applieation for Refund of Pennsylvania Inheritance and Estato Tax^ CREV-1313). Applications era available at the Office of the Register of Hills, any of the 23 Revenum District Offices or frog the Oepartant's 24-hour answering service numbers for foss ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania end within local Harrisburg area (717) 787-8094, TDDN (717) 772-2252 (Hearing Impaired Only). OBJECjIONS:~ Any party in intoroat not satisfied with the assessment of tax as shown on this notice may object within sixty (60) days of receipt of this Notiea by: --written protest to the PA Department of Revenue, Board of Appeals, Dopt. 281021, Harrisburg, PA 17128-1021, OR --electing to have the aattor determined at audit of the personal representative, OR --appeal to the Orphans' Court. , ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should ba addressed in writing to: PA Department of Rovonue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dopt. 280601, Harrisburg, PA 17128-0601, Phone (717) 787-6505. Sao page 3 of the booklet ^Instructions for Inheritance Tax Return for A Residoht Decodont^ (REV=1501) for an explanation of administratively correctable errors. PENALTY: Tha 15% tax amnesty non-participation penalty is computed on the total of the tax and intorast assassod, and not paid before January 18, 1996', the first day after the and of the tax amnesty period. This non participation penalty is appealable in the same manner and in the the sane tine period as you would appeal the tax and intorast that has been assassod as.indicated on this notice. INTEREST: For dates of death on or after 10-3-91, Pennsylvania Estato Tax based on the Federal Estato Tax return becomes delinquent at the expiration of pine (09) months from tihe date of death. Per oates u4 dwr,ie~ price' a ""-u-3-91, Pearsylvau.ia ca~atr Tax 1:6a+t:! on the Feil~a~•a %sa4e Ts:. re~~w, bacodes delinquent at the-expiration of eighteen (18) months from the date of death. Taxes which bocaao delinquent before January 1, 1982 boar intoroat at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All texas which became dolinquont on or after January 1, 1982 will bear interest at a rate ahich will vary from calendar year to calendar year with that rate announced by the PA Department of Revonua. The applicable'interost rates for 1982 through 1996 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1987 9% .000247 1983 16% .000438 1988-1991 11% .D00301 1984 11% .000301 1992 9% .000247 1985 13% .000356 1993-1994 7% .000192 1986 10% .000274 1995-1996 9% .000247 --Intorast is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notiea issued after the tax becomes dolinquont will reflect an intorast calculation to fifteen (15) days beyond the date of the assesswent. If payment is made after the intorast computation date shown on the Notice, additional interest must be calculated. :3:; S dt: ,~ t'•u~' ... ' 98 OCT 15 P~1 3 26 IN RE: ESTATE OF DORIS R. WEIBLEY, DECEASED C4MMC?NWEALTH of PENNBYLVANIA Colmty of CUMBERLANp } S3 ~ Robaft P Zlaglar, R~cordar, do haraby Certify thst tf>• fofepoinE (s a tfw and COR (!s ~ va. a (1~~ Pay..1dS Witness my ft6fb ofHaat sal ~~ Y ~_~ f eoorder of ssds My Commission. ~xpirss, 1st Monday, January 2AtA Tax Parcel No.: All of 40-10-0832-015 Part of 40-10-0632-018A IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION t NO. 21-95-148 DECREE AWARDING REAL ESTATE ANll NOW, this /.3~lay of October, 1998, at~l ~o o'clock, ~ .M., it appearing that the First and Partial Account and Proposed Schedule of Distribution of Paul E. Weibley, Executor of the Last Will and Testament of Doris R. Weibley, deceased, have been filed and advertised in accordance with law and Rules of Court and the same having been confirmed absolutely by the Orphans' Court Division o[ the Cumberland County Court of Common Pleas on October 10, 1996; and it appearing that the said Executor in his Proposed Schedule of Distribution claims distribution to himself, Paul E. Weibley, and to Wayne Weibley of the hereinat'tar-described two tracts o[ land in conformity with decedent's Last Will end Testament, Paragraph 2, and Agreement with the distributees, which Will is filed to Estate No. 21-95-0148, with record of payment of Pennsylvania Transfer Inheritance Tax recorded in Tax Docket 15, Page 17, Line 10, [t Is ordered, adjudged and decreed that: ALL THOSE two wruin trams of land situate in South Middleton Township, Cumberland County, Petttaylrada, bounded and described u shown oo SubdivLion Plw for the Doris R. Weibley Estate eotukting of two pages dated May l4, i997 and recorded August 21, 1997 in the heroinaRer armed R«order's Office is Pion Baok 75, Poge 45. as follows: 'CRACT NO. 1: BEGINNING u a point, ^ corner of land fomerly of P. 11. Swannr anJ now or fortrorly of F. AI hl Swamer, and land formerly of Benjamin W. Brytnesser and now ar formuly of Daniel W. Johnson and wife; thence from said point et the Place of Beginning by land formerly of Benjamin W. Brymesser and now or forterly of Daniel W. Johnson and wife, the following sin eoursn and dulancaa: (l) Swath 48 degrw East a dratarrca of 200 feet to a point: (2) South 39 degrees Bnt a distmce o 1201.2 t«t m a polo(; (3) North 74 degrees Eut a distance of 237.60 feet to • point; (4) South 70 degrees Eat s dluance o[ 377.5 feet to a ppooinC (5) North 63 de roes East a distart« of 420.75 fan to apoIrtr and (6) North 76 dsgrea Bnt s diatatne d 216 fat a a point N toraee of Tract Na 2 herdna[trr dderlbed; thert« by Tact No. 2 hereinafter dexribed, South 30 degr«s West, a distaa« of 134 f«t, moro or less, to a point; thence still by wid Tray No. 2 hereinaau described, South 64 degroes West, r distance of 336 feat, moro or Ims, ro a point; thesee will by tins of said Tract No. 2 hereinafter described and eomtnuing long line of land fonoedy of Hllu Oua and now or famtuly of L'harlry Ann Rhoades, South 14 degrem 45 minutes West, a distaoca of 1514 feu to a point u corner of land formedy of L. Albright and raw or formerly of Ratpp-~r 3. Swamer, thanes along line of said land now or fomnrly of Ralph S. Swunu, North a5 de`tees Weq, a distance of 1461 fact to a point; then« still along line of said land now or farmerly of Ralph S. Swarrter North 30 degrees 75 minutes Eau, a distance of 767 f«t to a pant; therMx sell along line of sold land raw or fortnerfy of Ralph S. Swamer and continuing along line of land formerly of P. H. Swarrtu and now or formerly of F. Albright Swatrru, u aL, Narth 69 degrees Weu, a drueoa of 1066 f«t to a ppooint thence along fine of land forterly of P. H. Swsrner attd now a formery of P. Albd Swarner, North IS degrees East, a distance of 1563'(«t, to a ptrint u the Plea of BEGINNIN~ ' ~ TI[E ADOVE-described Tract No. 1 contains an area of 89 acres l33 perches, more or less, and has thereon erected a bam and dwelling hotue which hu tin awning address of 1526 Holly Pike, Culisk, Penmylvsnia !7013. esor i3 i PAGE 205 TRACT NO. 2: B$GINNING u apoint u corner cortr[tam to Tract No. 1 above described and land fermeHy of Benjamin W. Brytaeuer and now or i'omurly of Uaniel W. Johnson and wife, and Lot No. S hereto described; thence from se. r point at the Place of Beginning along line of said liod raw or formerly of Daniel W. loht on and wife, North 84 degrees 06 minutes 47 sewrtds Bast a diataaa of 216.87 feet m a mt ,d comer of IoM rww or formerly of Paul R. Teiuick, Jr, and wife; thence along lice of raid laml now or forrerly of Paul R. Teilrick, lr. and wife, the followfag two courses cent diataneea: (1) South 22 degrees 29 mimrtes 19 saandr East, a dietartce of 416.26 led to a point; and (2) North 76 degrees 06 minutes OS •:ecomds East. a distaax of 142.64 fat to a point at ceatter of land now or fomtaiy of Lary L. M, whoa aced wife; theca along Bro of saW Itad now or formed7~ of Lary 4 Mrxrrson and wife, S~ ash 17 degrees 29 adnntea 21 seaoda West, a dWata of 233.64 fed m en existing iron pin at roraer corrtmorr to said IoM now or formerly of Larry L. Morrison cent wife, eM Lots Nos. 1 cent S: dfertca along the dividing lino betwacn sad Lds Noe, f and 5, South 19 degrees l2 minutes 06 saaMs West, a dWatx. of 53.32 fed to an iron ppia set at • fence port u corner cormrton to said Lots Nos. 1 sad S sad land now or formerly of f]iuky Aan Rhoads; thence along line of said land of Charby Amt Rhoads, South 89 degrass OS minutes 18 aernnds Weu a distance of 69.33 fur to ^ point Y the saahwtem corner of Ld No. 4; thence along the dividing fine between Lots Na. 4 and S the falltnHngg thra eoursea cent dWutcea: (1) North 47 degrees 34 miauws 07 seconds West, a disance of 383.71 fed to an lron.pin; (2) South 67 degrees 55 miaums 36 saeoads Wat, a diuaoa of 332.9[ feet m as iroa pn: arrd (3) Sauh 0 degrees 43 minuru 2D saooda Weu, a distance of 142.73 feU to a int in 8ne of said land now or formerly of Charley Ann Rhodes; thence doag Bne of wid land mw w formerly Charley Ann Rhodes, South 89 dagras 08 minutes 18 seeortds Wwt, a distaace of 317.55 fees to a point in lino of Tmct No. 1 hereiaabove described: [hens along lice of said Tract No, 1 hercMabove described the following three courser end dlWrrcei: (t) North 26 dagrew 58 minutes 43 seconds Eau, a diatarta of 429.06 fat to a prim; (2) North 73 dagras 38 mimrta 13 secottds Eut, a distance of 333.62 fat to a point; and (3) North Oti degrees 02 rmtnrtes 08 aaonds Pest, a distance of 143.52 feet to a point in line of land now or formerly of Daniel W. Johnson and wife et the place of BEOINNfNG. THE ABOVE-0escribed Tract No. 2 is all of Lot No. S as shown on said Subdivision %m for the Doris R. Wdbley P,Nate and comeim 0n area of 7.37 acres, more or less. THE ABOVE.deseribed Lot No. S which is Tract No. 2 is convcycd as en addition to Tract No. 1 above dweribal known u 1526 Holiv Pike, and the abovadesuibed [.ot No. 5 which is '1'r;ict No. 2 may not be used u a anparate building la until alt relevant township, county and state requirements am met, u provided in Note No. 7 set forth on said Plan recorded in Pian Bonk 75. Page 45. IT t5 to be noted that the proposed 50 feet wide private right-of-way shown on said Suh !tuition Plan deed May 74, 1997, sod recorded in Plan Book 75. Page 45, hu been extinguished (Sa dad from Paul E, Weibky, Executor of the Estate of Dons R. Weibley, Dece:^ud, to Timothy J. Baran and wits dated tune 6, 1998 ant recorded in Cumberland Cowuy Deed Book 179, Page 380.) sod wbatituted therefor ate rite rights provided in Agreement dated February 22, 1996, and recorded in the hercinafld named Recorder's Office in Miscellaneous Raord Book 562, Page 936, and the above-deaeribcd property is specifically conveyed togetlxr with and wbjat to the titian[-way provided in said Agreement daud frobroery 22, 1996, which exunds from Sate Road 34 known as Holly Pike to Lot No. 4. IN ADDITION, the sbove~eseribed two trace of land are conveyed logetlter with anal subject to the right•of-way exteMing from Trmffic Route No. 34 known u Flolly Pike to both of Traeb Nos. i and 2 htxeieabove dwer~ed Y shown on aid Plan recorded in Plan Hook 73, Pagc 45, M set forth in the Right-Of-Way Agreement danced A 122, 1949 and recorded in April 22, ] 949 in the hereinafter named Reoorda s Otfia in Mi Mnaotrs Raord Book 84, Page 463. !n addi[ion, the abovs-described Lot No. S L eonveyM aubjaet m a fight-o6aay ovu the gravel lane extending along the eastern unction of I.,d No. S at a width of 20 feet tram land now or formerly of Daniel .Johnson ant wife s6ttthwatdly to Ld No. 4 u shown on said Plan recorded in Plan Book 73, Pa`e 45 as sd forth in Dad from Paul E. Weibley u Executor of The Leu Will and Teatarsaat of Deis R, Wdbky deceased to Timothy J. Beemft and wife, dated lone I5, 1998 and recorded June 17, 1998 in said Recorder's Ofla in Deed Hook 179, Page 380. 8001( iCi7 PACE 2a6 THB ABOVE.desctibed TraG No. l is the same tract of land which Floyd E. Weibky aad Peed Weibky, husband and wJk, by Deed dtted December 30, 1969 and recorded Dcember 30, 1969 in the Office of the Recorder of Deeds is aed for Cumbsdand Coaxry at CarlLk, Pennsylvania, in Deed Book "M", Volume 23, Pags 712, d and conveyed to Clyde E. Weibley and Doris R. Weibky; hmband aad wife. Tba Clyik E. Weibkyhaving died os Octobu Zg, 1991, liW to the same rcmalned vested by operation of law sokly in his surviving spouu Doris R. Weibley. TRACT NO. 2 above described is a portion of a 9.679 aerc tray of land which Ployd E. Weibley and wife, by Deed dated May 3, 1974 and recorded May 3, 1974 in the O(Fce of the Recorder of Deeds is and tat Cumbedatd County et Carlisle, Pennsylvania, in Deed Book "P" volume 23 Page 252, granted and rnttveyed to Clyde E. Weibley and Dais R. Weibky, hwband aid wife. The said Clyde E. Weibky havio~ died on October 28,1991 tide to the same remained vgted by opercdon of law solely in his wrvtving spouu Doris R. Weibley. ARE hereby e:varded to Paul E. Weibley and Wayne Weibley, their heirs end assignor, as equal tenants in common. The Recorder o[ Deeds In and for said Cumberland Couniy is directed to record this Order among the deed records in his office end to index the same in the Grantor index in the name of Estate o[ Doris. R. Weibley, Deceased, and in the Grantee index in the name o[ Paul E. Weibley and Wayne Weibley, in accordance with Section 711 and 3558 of The Probate, Estates and Fiduciaries Code. HY THE COURT, ~Sf R ¢A~c... /`I . N 4u~ J. !hereby certify that the precise residence and complete poet ofPIce address oP each of the diatributees is as follows: Paul E. Weibley, 1552 Holly Pike, Carlisle, PA 17013; and Wayne Weibley, 155DA Holly Pike, Carlisle, PA 17013. ,: • „-1~~~ ~t~-guy ;,, ~ .. iN•. i ~~L~ k~a,.Q~.s.,l _ eooK 187 racy 207 ~ ; r .. ~ E•..n- -,ui - '- :~.i ', .: t rainy o(u.:ar!:. s Ir , w~'~ ~ ~~'~~~~~o .K~C xx aaOp+P ik l1 yr3~. ~.: 1y 1 H W W ~G B -1 'O o-. ~~~r e '~ .? 07704dO~GN's Gm's ro ... i{s~~ M ~ GT •_ ra.' uv K ~ '~i .r o ~" 1~ -f Y ] ~ r~r N o ~s +~ O 4 .y. A. _ o-~ .o .Q r.a m -~ $$SS c~ Lr ~~o~x 187 nc~E 2C8 A ro,.tn n,.~ry is w11Fwu1 consid.rrrYon, a hY gd+, w ~3) p law exeruptian Is dawned. A Swlemm~+ d Yakm is rw1 requked 8 the Irwsfer n wkolly •.enprs from se. bored pn Ili htmYy refarietgttTp or 12 pubec utilMy easemewr R man space Is rweded onrsc6 addNiwal sheetld A CORRESPONDENT -All ingulrt~s mcv ba direeNd to fha following person: -Naar ~ Tektpltane Numben Robert M. Frey A.a cad. 1717 1 243-5838 .r u r rr. 5 9euth Hannver Street. Carlisle. Penttavlvanla 17013 B TRANSFER DATA ° ""'° `"'"'"' - - '"'°'1' "°' Cumberland County Court of Comm ' Paui 13. Weibley and iYayna lVeible n..t rot c/o R. M. Prey, S South Hanover Street Yal nu 1552 Holly Pike y S+eN q y Sbr p oi. d: Carlisle, PA 17013 Carlisle, PA 17013 C PROPERTY LOCATION Bue.t .« owe eup 1528 dolly Pike South Middleton Township r Cumberland Sr9outhriMiddleton aAll of 90-10-0632-015 D VALUATION DATA 1. Aaw 2. + r aloe em e:a.ranoe 5,000.00 + 5,000.00 value of Inheritance __ 10,000.00 ~. •.•rr rrn . eewe xe oaer air ltee Tract No. 2 -not separately x ~ 10,000.00 E MPTION DATA 'ITHCi a - auDA I 'a tact #a - 1UVA 1 TPae1: " ° ^ D.<"°,^~-T-raet-M3--1-09% -J Z. Checlr AppropdMe Mw B•law for Ewernpthn ClaYned ® WIR a iMeNMa succesrioe Doris R. Weible 21-95-D148 , Tr~et M1 - 1~~% ~pecifica~y devise - 5D% devised In re ~e o~w 'E ate ^ Tro r to IndwM en opmenl Age y. ^ Tramhr to a IruN. (Altoch complete copy of Irml agrwmeM IdeMBying oll benegdarin.) ^ Tromhr between principal and agwt. (Anach mmphb copy of ogenryhlrow party ogreemeN.l ^ Tromhn to the Comwwnwwfth, tM United Stoln and ImlrumeMarniu 6y glfi, ddicotion, condemnotloe or in liw d condemnwbn. (If condemnation a M lieu of condemnation, atloth wpy of resdution.i ^ TranJer boor rrwrtgogor to o koldsr of a mortgage In defoul+, Mongoge Book Number ,Page Number ^ CorrMive or congrmotory deed ~Anoch mmplNe copy d tM prior deed being ronecled or confirmed.) ^ Statutory corporom conwgdaliow, merger or dimion. (AHOCh copy d arlides.l ^ Other (Plwse explain exemption daimed, iF olfio Ihan titled obove.) s + Under pendlhs al law, 1 deckn Thal l hove ewemined rkh Slatemenlr lacludlny euaapponytwy InhmwHen, and to IM beet of rrry kwewhdtp and bRef, it k trw, coned and terwpMe. Ipmten r «rrp«w .m t. ~.. ~`"rr ht. '~''.ast.~ BOOK ~$~ PACE ~g OCt. 13, 1888 FAILURE TO COMPLETE THIS FORM PROPERLY CR ATTACH APPLICABLE DOCUMENTATION MAY RESULT IN THE RECORDER'S REFUSAL TO RFCORO 7HE DEED. ~-~ , r 4 4 r ~~ `; m J r'~ ~ di t') r-~ S~ ~ ~ l~ X REV-100 EX+ (7-~'d) x, r %° V V N v v v .+- i FOR DATES OF DEATH AFTER 12131191 CHECK HERE ~ INHERITANCE TAX RETURN P ^ OVERTY CREDIT IS CLAIMED _. (DENT DECEDENT FILE NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~T BE PILED IN UPLICATE 21-951148 DEPT. 280601 HARRISPl1RG, PA 17126-06ot ITH REGISTE OP WILLS COUNTY CODE YEAR NUMBER DECEDENT'a NAME (LAST, FIRST, AND MIDDLE INI L) DECEDENT'S COMPLETE ADDRESS W EIBLEY, DORIS R. 1550 Holly Pike W SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Carlisle, PA 17013 162-22-3908 Feb. 17, 1995 Se t. 2 1928 co~nL Cumberland p (IF APPLICAlLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) ~ ®l. Original Return ^ 2. Suppl mental Return ^ 3. Remainder Return (f t d f d th i 1 ~ ~ Y or a es o ea pr or to 2-13-82) =oo ^ 4. Limited Estate ^ 4a. F ure Interest Compromise ^ 5. Federal Estate Tax Return Required s~ ~ or dates of death after 12-12-82) aOO ®6. Decedent Died Testate ^ 7 Decedent Maintained a Living Trust Q8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach copy of Trust) y' _ ~= Frey and Tiley COMPLET A I 5 South Hanover Street v~ TELEPHONE NUMBER Carlisle, PA 17013 1 - 1. Real Estate (Schedule A) (1) 445, 000.00 2. Stocks and Bonds (Schedule B) (2) 405.86 3. Closely Held Stock/Partnership Interest (Schedule C) (3 ) 4. Mortgages and Notes Receivable (Schedule D) (4 ) 5. Cash, Bank Deposits 8° Miscellaneou s Personal Property (5) 371, 730.03 (Schedule E) z °-r 6. Jointly Owned Property (Schedule F ) (6 ) ~ ~ 7. Transfers (Schedule G) (Schedule L) (7 ) 8. Total Gross Assets (total Lines 1-7) (B) _ 817,135.89 9. Funeral Expenses, Administrative Co Expenses (schedule H) sts, Miscellaneous (9) s 6 • 98 10. Debts, Mortgage Liabilities, Liens (Schedule I) (lp) 2,617.22 11. Total Deductions (total Lines 9 ~ 10) (11) 74, 264.20 z 0 0 ase return, including accompanying schedules and statements, and to thee bes L been reported at true market value. Declaration of preparer other than 1552 Holly Pike, Carlisle, PA 17013 "...."' .'~^^a^ vrpon i^~R~?fn°~°°~ ADDRESS - \_jJ~J\~\_~-ffL(YVJI -^!L/-/~/J. 5 S. Hanover St. CArliclP_ PA 1 7(111 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Net Value Subject to Tax (line 12 minus Line 13) (12) (13) (14) 742, 871.69 742, 871.69 15. Spousal Transfers (for dates of death after 6-30-94) Sse Instructions for Applicable Percentage on Reverse (15) Side (Include values from Sched l K S h l d M x,_= . u e or c e u e .) 16. Amount of Line 14 taxable at 696 rate (16) 742, 871.69 x .06 = 44, 572.30 (Include values from Schedule K or Schedule M.) 17. Amount of Lins 14 taxable at 1596 rate (17) X .15 = (lncluds values from Schedule K or Schedule M.) 18. Principal tax due (Add tax from Lines 15, 16 and 17.) (18) 19. Credits Spousal Poverty Credit Prior Pa ments Discount Interest + 38,47.00 + 2,025.00 _ (19) 40, 500.00 i!0. If Line 19 is greater than Line 18, enter the difference on line 20. This is fhs OVERPAYMENT. (20) ~^ . i'1. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. (21) 4, 072.30 A. Enter the interest on tha balance due on Line 21A. (Y1A) B. Enter the total of Line 21 and 21 A on Line 21 B. This is the BALANCE DUE. (21 g) Make Cheek Payable to: Reglsfer of Wills, Apent DATE Nov. /~, 1995 DATE ' Nnv_ ~~° t L995 Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: • 3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 • 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 • 1°Y6 (.O1) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 • Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (r) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred X X b. retain the right to designate who shall use the property transferred or its income, ............... c. retain a reversionary interest; or X d. receive the promise for life of either payments, benefits or care$ X ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding X death transfer property without receiving adequate consideration$ If death occurred after December 12, 1982,_ did decedent transfer property within one year of death without receiving X adequate consideration$ ................................................................................................... 3. Did decedent own an 'in trust for'. bank account at his or her death$ ...................................... X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDt~LE _G AND PIKE IT AS PART OF THE RETURN. :f'. RE /-1;,J2 EX+ 112-85) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER DORIS R. WEIBLEY 21-95-148 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which 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 knowled a of the relevant facts. ITEM VALUE AT DATE NUMBER ESCRIPTION OF DEATH ~ • Double ho se at 308-310 Eas Louther Street in the First Ward of the Borough o Carlisle, Cumb land County, Pennsylvania Sale price $60,000.00 60, 000.00 2. 89-acre farm along Holly Pike in South Middleton Township, Cumberland County, Pennsylvania_ Appraisal: $200,000.00 % ~ 200, 000.00 3. House and 15.98 acr at 1550 olly Pike in South Middleton Township, , - Cum~n County, enns ants praisal;__~$0,000.0 ------_~` 120,000.00 4. One-half in est in building and land ' f fruit stand along Holly Pike in Sou ddleton Townsfiip; um n oun y, ennsy van>!a raisal: $.130,000.00 One-half nterest:- ~~5,000.00 ~' ~i5, 000.00 f/ TOTAL (Also enter on line 1, Recapitulation) I $ 445, 000.00 (If more space is needed, insert additional sheets of snmP a~~o 1 kEV-1503 EX+ (4.86) `,. COMMONWEALTH OE PENNSYLVANIA INHERITANCE TAX RETURN ESTA' SCHEDULE B STOCKS AND BONDS DORLS R. WEIBLEY 21-95-148 (All oroaerty jointly-owned with Right of Survivorship must be disclosed on Schedule F.) REV-1508 EX+ (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT DORIS R. WEIBLEY SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS .PERSONAL PROPERTY Please Print or (All properfy jointly-owned with the Righf of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION NUMBER 21-95-148 VALUE AT DATE OF DEATH 1. Balance Farmers Trust Co. savings account #2-317681 6, 390.05 Accrued interest to February 17, 1995 8.33 2. Balance PNC checking account # 51-4019-3505 3, 786:67 ~ Accrued interest to February 17, 1995 gg,~~" 3. Balance PNC MMA #51-3036-5668 25, 600.81~~''~~~ Accrued interest to February 17, 1995 47.83 4. Balance Metropolitan Life Total Control Account 14, 600.33 5. Balance due on Agreement of Sale from Harry A. Gill, Jr. and Colleen D. Gill, husband and wife 97, 044.52 Accrued interest to February 17, 1995 45.83 6. Balance due on note from Harry A. Gill, Jr. and Colleen D. Gill, husband and wife 20,000.00 Accrued interest @ 8% from Sept. 15, 1991 5, 817.79 7. Balance due on mortgage from Abram H. Reiff, Jr. and mona Jean Reiff, husband and wife 12, 000.00 Accrued interest to February 17, 1995 50.60 8. Debt of Lois Fanus 6, 500.00 9. Debt of Wayne Weibley ~ ~ -- ~1 18, 500..00 ~- 10. ~ ~ Balance York Federal IRA #110-01409? ~~~~--~~ „~"_U ; v 3,626.36 Accrued interest to February 17, 1995 ~"~ 6.25 ,/~ 11. Balance York Federal IR.A #110-023527 6,803.60 / Accrued interest to February 17, 1995 11.06 12. One-half interest in checkbook balance of fruit stand account (Total - 2,219.56) 1,109.78 13. 2179 DMC Tax-Free Income Trust -Pennsylvania @ 8.14 17, 737.06 14. 139.466 unissued shs. DMC Tax Free Income Trust @ 8.14 1,135.25 15. Balance owed on fruit stand from Lois and Jack Fanus 8, 500.00 16. Legg-Mason account: ~ ~ 10,000 Chase Manhattan Bank C/D 8.55% due 11/7/95 10, 000.00 j 21,000 Greenwood Trust C/D 8% due 10/2/01 21,000.00 10,000 Solomon Inc. notes 9.05% due 4-15-98 10, 250.00 10,000 Sears, Roebuck & Co. NT Bond 9.25% due .8/1/97 10, 420.00 ~/ 8,000 Standard Credit Card Trust 9% due 10/10/95 8,104.00 / 400 The Travelers Inc. DEP SHS 8.125% 10, 000.00 ` 15,000Eastman Kodak Co. 15, 000.00 / 547.93 Van Kampen Merritt U.S. Gov't A IRA 7, 698.84 f TOTAL (Also enter on line 5, Recapitulation) $ (Attach additional 8Yz" x 11" sheets if more space is needed.) SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PAGE 2 ESTATE OF DORIS R. WEIBLEY FILE NUMBER 21-95-148 ITEM DESCRIPTION VALUE AT NUMBER DATE OF DEATI 17. Monthly income check on 8,000 Standard Credit Card Trust 60.00 18. Pension check, United Church of Christ 53.19 19. Refund, Carlisle Propane Co. 2.67 20. Refund, Belvedere Medical Corp. 4.44 21. Refund of premium, Metropolitan Insurance Co. 171.00 22. Blue Cross-Blue Shield check 186.40 23. 1991 Ford Taurus automobile 7, 500.00 24. 1984 Ford Pick-up Trusk -sale price $1,500.00 1, 500.00 25. Gross proceeds public sale of personal property 5, 753.25 26. 140 goats 5,600.00 27. Proceeds sale of scrap material from farm 378.50 28. One-half interest in personal property related to fruit stand 2, 350.00 29. One-half interest in Kenworth tractor 875.00 30. 1 share stock owned by late husband in Wykoff Run Campers Asn., Inc. 5, 000.00 31. Old payloader 500.00 TOTAL 371, 730.03 REKI511 E%+,~-aa, ~ SCHEDULE H FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND INHERITANCE TAX RETURN _ RESIDENT DECEDENT MISCELLANEOUS EXPENSES PI@as@ Print or Type ESTATE O FILE NUMBER DORIS R. WEIBLEY 21-95-148 ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: ~• Good Shepherd Community Church, funeral luncheon 200.00 Wayne Noss Flowers, funeral spray 129.85 Hoffman-Roth Funeral Home, 8 death certificates 24.00 B. Administrative Costs: ' / 1. Personal Representative Commissions _ _ 23 198.90 175 48 4619 Social Security Number of Personal Representative: , Year Commissions paid 2. Attorney Fees 27,198.90 3. Family Exemption 0.00 Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees 398.00 C. Miscellaneous Expenses: ~• Check cleared after death 125.43 2• Cumberland Law Journal, advertising Letters 40.00 3• Steven W. Barrett, real estate appraisal 1 450.00 4- Register of Wills, 5 short certificates 15.00 5~ The Sentinel, advertising Letters 58.76 6. Rick Foreman, auctioneer and clerks for public sale 450.00 ~~ Tent rental for public sale 200.00 8- Met-Ed, electricity for personal residence 108.25 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of same size.) SCHEDULE H FUNERAL EXPENSES, ADA'IINLSTRA'I'IVE COSTS AND MISCELLANEOUS EXPENSES PAGE 2 ESTATE OF DORIS R. WEIBLEY FILE: NUMBER 21-95-148 ITEM DESCRIPTION AMOUNT NUMBER 9. Met-Ed, electricity for farm house 56.68 10. DirecTV, account 41.93 11. United of PA, telephone service 104.19 12. Metropolitan Insurance Co., insurance on personal residence 193.00 13. Met-Ed, final electric bill for farm house 53.48 14. Met-Ed, electricity for personal residence 138.30 15, United of PA, telephone 3.56 16. Wagner's Tax Service, preparation of 1994 personal income tax returns 80.00 17. Internal Revenue Service, balance of 1994 personal income tax 201.00 18. PA Dept. of Revenue, balance of 1994 personal income tax 6.00 19. Cost of boxes needed in preparation of auction 63.87 20. Robert C. Cairns, Tax Collector, 1995 county and township real estate taxes on 1550 Holly Pike 231.26 21. Robert C. Cairns, Tax Collector, 1995 county and township real estate taxes on Holly Pike land 160.10 22. Darlene L. Moyer, Tax Collector, 1995 county and borough real estate taxes on 308-310 East Louther St. 123.83 23. Met-Ed, electricity 55.96 24. Plough & Lillich Insurance, fire insurance on 308-310 East Louther Street 348.00 25. Foremost Insurance Co., fire insurance on 1550 Holly Pike 347.00 26. Expense in removing and disposing of refuse and old tires 1, 047.62 27. Met-Ed, electricity 44.14 28. Met-Ed, electricity 17.22 29. The Patriot-News Co., advertising truck for sale 8.00 30. Foremost Insurance Co., fire insurance on 1550 Holly Pike ' 332.00 31. Carlisle Pest Control, treatment to 308-310 East Louther St. 954.00 32. Met-Ed, electricity 10.17 33. Richard Weller, painting 239.43 34. Recorder of Deeds, realty transfer taxes for 308-310 East Louther St. 600.00 35. Darlene L. Moyer, Tax Collector, school real estate taxes for 308-310 East Louther St. 43.70 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MLSCELLANEOUS EXPENSES PAGE 3 ESTATE OF DORIS R. WEIBLEY ITEM NUMBER 36. 37. 38. 39. 40. 41. 42. 43. 44. FILE NUMBER 21-95-148 DESCRIPTION Steven W. Barrett, appraisal on personal residence Kathy Farner, cleaning services Robert C. Cairns, Tax Collector, school real estate taxes for 1550 Holly Pike property Expenses to obtain share of stock from Estate of Clyde Weibley to Estate of Doris R. Weibley Register of Wills, filing Inheritance Tax Return Reserve for minor subdivision plan and sales expenses for sale of 1550 Holly Pike: Realtor ~______ ___-----w Engineering, etc. Paul E. Weibley, maintaining building and lawn at 1550 Holly Pike from date of death to date of rental Rec Oil, Inc., removal of oil tanks and contents Reserve to file Account AMOUNT 250.00 150.00 1,122.04 525.00 15.00 5,400.00 1,800.00 1,038.41- 2,125.00 _ 120.00 ~; ~. 1 'J t J ~.J" ` ~ ~ i ~ /~ TOTAL 71, 6.98 AEV.1512 EX+ (10~86~ SCHEDULE I . DEBTS OF DECEDENT, COMMONWEALTH OF VENNSYIVANiA MORTGAGE LIABLITIES AND LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DORLS R. WEIBLEY 21-95-148 (If more space is needed insert additional sheets of same size) REV-I51J E %~ (2-87) .~: COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER DORIS~R. WEIBLEY 21-95-148 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequests: 1 Paul E. Weibley Son 1/2 of farm in kind _ 1552 Holly Pike at valuation of Carlisle, PA 17013 $100,000.00 plus 1/4 of residue 2. Wayne A. Weibley Son 1/2 of farm in kind 1550A Holly Pike at valuation of Carlisle, PA 17013 $100,000.00 plus 1/4 of residue 3. Lois A. Fanus Daughter $25,000.00 plus 115 Sunset Drive 1/4 of residue Mt. Holly Springs, Pa 17065 4. Linda R. Munro Daughter $25,000.00 plus 1308 Miners Way 1/4 of residue Roseville, CA 95678 C ' _- ITEM NAME AND ADDRESS OF BENEFICIARY NUMBER B. Charitable and Governmental Bequests: NONE AMOUNT OR SHARE OF ESTATE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) ~$ (If more space is needed, insert additionol sheets of same size) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO 80X 280601 HARRISBURG PA 17126-Ob01 FREY & TILEY 5 S HANOVER ST CARLISLE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT DATE ESTATE OF DATE OF D FILE NUMB COUNTY `j ACN PA 17013 08-10-2006 VISE IB'f:EY - "' 02-17-1995 21 95-0148 CUMBERLAND 101 REV-1607 EX AFP (03-05) DORIS R MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS ~--- --------------------------------------------------------------------------- REV-1607 EX AFP C03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF WEIBLEY DORIS R FILE N0. 21 95-0148 ACN 101 DATE OS-10-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-01-1996 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 05-12-1995 AA047759 2,025.00 38,475.00 11-16-1995 AA082322 .00 4,072.30 04-11-1996 AA112725 22.42- 643.92 08-09-2006 WRITEOFF .00 .52 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT I5 REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), Vnll MAV RC nIIC A DCCI UIn ccr Drvrocr crnc nr r.rrr r.•.... r...• ~••..+..••..-~-••.- 45,194.10 45,194.10 .00 .00 .00 r 1 REV-1547 EX AFP (12-951 COMMONWEALTH OF PENNSYLVANIA A CN 1 0 1 DEPARTNENT OF R°"ENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL raxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPT. 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURL,, PA 17128-0601 DATE 04-01-96 ESTATE OF W L Y 0 FILE N0. - 8 DATE OF DEATH 02-17-95 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: FREY & TILEY REGISTER OF WILLS 5 S HANOVER ST CUMBERLAND CO COURT HOUSE CARLISLE PA 17013 CARLISLE, PA 17013 Amount Remitted CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1 ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (12-95) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WEIBLEY DOR'IS R FILE N0. 21 95-0148 ACN 101 DATE 04-01-96 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets 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/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax (1) 445.000.00 (2) 405.86 t3) .00 (4) . 00 (5) 371.730.03 (6) .00 (7) .00 (B) 817,135.89 61,283.57 (9) clo) 2.617.22 (11) 63.901).79 (12) 753,235.10 (13) .00 (141 753, 235.10 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17 and 18 will reflect figures that ineiude the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (151 . 00 X . 00_ . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 753, 235.10 X . 06. 45,194.10 17. Amount of Lins 14 taxable at Collateral/Class B rate (17) •00 X.15= .00 18. Principal Tax Dua (181 45,194.10 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST (-) AMOUNT PAID 05-12-95 AA047759 2,025.00 38,475.00 11-16-95 AA082322 .00 4,072.30 a~~~~~~~.a~ i.a t,.n r~nvcu f'RUI'1 11-10-77 IU U9-U`1-Y6 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT 44,572.30 BALANCE OF TAX DUE 621.80 INTEREST 22,12 TOTAL DUE 643.92 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE I ~1?EV.1470 E%(6-88) INHERITANCE TAX _~ COMMONWEALTH Of PENNSYLVANIA EXPLANATION 7"^ BUREAU OF INJ VIDUAL SAXES OF CHANGES [~FPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S D'.AME FIIE NUMBER 7 .'!'O.ily' F'. E.1{91ey ?ll~"~ .~. ~~r tJ ACN iGl. SCHEDULE NOM EXPLANATION OF CHANGES '~ ~~41, ~°ai:te of expenses cl~ii„sec? have been susnenrlect, as ;~r~perCy 'pas not 'peen 42,43 ~.«l:d. ~ su~~p1E?~_iental return ;?ay ~>c filec2 G?t:en property is soli' cl:~i~z;in~ e`;~"?e?1SE'.5 rPla.tln~ CO ~rOpErty• t~ COp}` Of S°t~:.lE';iei2t S;IE:E't v?1C5t11~ a1~Q ill 711 IjL.llttE'Ct ~__ - TAX EXAMINER: '!arci~i S ~. PAGE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES i `~' '~~YTANCE TAX IHHERITANCE tax oIV1SI0N STATEMENT O F ACCOUNT PO BOX 280601 HARRISBURG PA 17128-0601 REV-1607 EX AFP (03-05) '~s ~ ~ ~ ! ; ',.~ DATE 08-10-2006 ESTATE OF WEIBLEY DORIS R DATE OF DEATH 02-17-1995 ` ___ FILE NUMBER 21 95-0148 ~~_' -, COUNTY CUMBERLAND FREY & TILEY ACN 101 5 S HANOVER ST Aeount Rawittad CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subeit tha upper portion of this fora with your tax paywant. CUT ALONG THIS LINE -~! RETAIN LOWER PORTION FOR YOUR RECORDS E-- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ~x* ESTATE OF WEIBLEY DORIS R FILE N0. 21 95-0148 ACN 101 DATE 08-10-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOMN BELON IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-01-1996 PRINCIPAL TAX DUE: 45,194.10 PAYMENTS (TAX CREDITS): PAYMENT DATE RECEIPT NUMBER DI5COUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 05-12-1995 AA047759 2,025.00 38,475.00 11-16-1995 AA082322 .00 4,072.30 04-11-1996 AA112725 22.42- 643.92 08-09-2006 WRITEOFF .00 .52 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE l TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ''CREDIT'' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 45,194.10 .00 .00 .00 PAYMENT: Detach the top portion of this Notice and submit with your payment Bade payable to the naae and address printed on the reverse side. If paywant if for a RESIDENT DECEDENT, make check or money order payable to: ltegieler of R'Dls, Agent If payment if for a NON-RESIDENT DECEDENT, sake check or money order payable to: Commonwealth of Ponnrylvaaie Failure to pay the tax, interest, and penalty due say result in the filing of a lien of record in the appropriate county, or the issuance of an Orphan's Court citation. REFUND [CR): A refund of a tax credit, which was net requested on the Tax Return, may be requested by completing an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ CREV-1313). Applications are available online at www.revenue.state.oa.us, any Register of Nflls or Revenue District Office, or from the Department's 24-hour answering service for forms orders: 1-800-362-2050; services for taxpayers with spacial hearing and/or speaking needs: 1-SDD-447-3020 (TT only). REPLY T0: Questions regarding errors contained on thfs notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.0. Box 280601, Harrisburg, pA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) aonths and one (1) day from the date of death, to the date o f paywant. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six C6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1 , 1982 will bear fnterest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2006 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1988-1991 11% .000301 2001 9% .000247 1983 16% .000438 1992 9% .000247 2002 6% .000164 1984 11% .000301 1993-1994 7% .000192 2003 5% .000137 1985 13% .000356 1995-1998 9% .000247 2004 4% .000110 1986 10% .000274 1999 7% .000192 2005 5% .000137 1987 9% .000247 2000 8% .000219 2006 7% .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C151 days beyond the date of the assessment. If payment is Wade after the interest coaputation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES f .ri~(~~~ ~~'~~% ~~'~~~~`~' „ ,. INHERITANCE TAX INHERITANCE tax B1vssloH "`~ STATEMENT O F ACCOUNT Pp BOX 280601 HARRISBURG PA 17128-0601 ~~1~n~ Ord ~~ p~ ~. 3 ! QR.r~~~ 5 ~ ,. ct ~ , -~~~~~r FREY 6 TILEY "~; ~~ 5 S HANOVER ST CARLISLE PA 17013 REV-1607 EX AFP (D3-OSl DATE 10-23-2006 ESTATE OF WEIBLEY DORIS R DATE OF DEATH 02-17-1995 FILE NUMBER 21 95-0148 COUNTY CUMBERLAND ACN 101 Awount Rswittad MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subwit the upper portion of this forty with your tax paywant. CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS F-- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *~~ ESTATE OF WEIBLEY DORIS R FILE N0. 21 95-0148 ACN 101 DATE 10-23-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOYMI BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-25-1996 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 05-12-1995 047759 2,025.00 38,475.00 11-16-1995 ,/~~082322 .00 4,072.30 04-11-1996 A112725 22.42- 643.92 08-09-2006 WRITEOFF .00 .52 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE I5 REFLECTED AS A ''CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 45,194.10 45,194.10 .00 .00 .00 ~~ PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. If payaent if for a RESIDENT DECEDENT, oaks chock or coney order payable to: Register of Wipe, Ageat If payaent if for a NON-RESIDENT DECEDENT, sake check or coney order payable to: Commonwealth of Pennsylvania Failure to pay the tax, interest, and penalty due may result in the filing of a lien of record in the appropriate county, or the issuance of an Orphan's Court citation. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, nay be requested by completing an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ CREV-1313). Applications are available online at www.revenue.state.oa.us, any Register of Mills or Revenue District Office, or iron the Department's 24-hour answering service for forms orders: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 [TT only). REPLY T0: questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Texas, ATTN: Post Assessment Review Unit, P.O. Box 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three [3) calendar months after the decedent's death, a five percent CS%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one C1l day frog the date of death, to the date of payaent. Taxes which became delinquent before January 1, 1982 boar interest at the rate of six C6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1 , 1982 will bear interest at a rate which will vary frog calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2006 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1988-1991 11% .000301 2001 9% .000247 1983 16% .000438 1992 9% .000247 2002 6% .000164 1984 11% .000301 1993-1994 7% .000192 2003 5% .000137 1985 13% .OD0356 1995-1998 9% .000247 2004 4% .OOO11D 1986 10% .000274 1999 7% .(100192 2005 5% .OOD137 1987 9% .000247 2000 8% .000219 2006 7% .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is Wade after the interest computation date shown on the Notice, additional interest must be calculated. r