HomeMy WebLinkAbout95-0368
This is to certify that the certificate hereunto attached is a tine and accurate copy oi' the original
death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is
subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital
Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed
and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L.
304.
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Division of Vital Records
P.O. Box 1528
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coMMONWEALtH OF PEHNSYLIMINIA • DEPARTMENT OF HEALTH • VITAL RECORDS 0 3 6 0 4 G
CERTIFlCATE OF DEATH
ru-~EaFDECEDENrIRr.eaer..Lab sEx socuLSECURmRUn,eER ORE OFDERR1NarlDey.va.rt
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° REV ,soo Ex . (~-ea) ~ .~ ~ INHERITANCE TAX RETURN
~~.{{ ~~~g LLyy~ ~ RESIDENT DECEDENT
I, ~M~~~'A~~ppEgppTTpOgFp~PRpEVEIJUEANIA ® (TO BE FILED IN DUPLICATE
1 ~ RRISBURG, PA 17128-osot WITH REGISTER OF WILLS
FOR DATES GF DEATH AFTER 12/31/91 CHECK HE
IF A SPOUSAL III'
POVERTYCREr11T tS CLAIMED
FILE NUMBER
21-95-0368
DE DENT'SNAME(LAST,FIRST,ANDMIDDLEINITIAL) DECEDENT'S COMPLETE ADDRESS
D NGE T, ALMEDA C. 940 Walnut Bottom Road
E SOCIA ECURITYNUMBER DAT FDEATW DATE OF BIRTH Carlisle, PA 170'_3
C
E 1 -05-1657 0 /25/95 04/29/12
E County Cumber 1 and
N ;IF APPLICABLE) SURVIVING SP USE'S NAME(LAST,FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS)
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}C~ 1. Original Return ~ 2. Supplemental Return L ~ 3. Remainder Return
x_'11 4. Limited Estate 4a. Future Interest Compromise (}or dates of death prior to 12-13-82)
(for dates of death after 12-12-82) ~ ! federal Estate Tax Return Required
~. Decedent Died Testate, ~ 7. Decedent Maintained a Living Trust 0 d. Total Number of Safe DeposR Boxes
7~' (Attach copy of Will) (Attach a copy of Trust) _
ILL C RRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
IA COMPLETE MAILING ADDRESS
obert C. Saidis Es 5aidis, Guido, Shuff &Masland
ELEPHONE NUMBER 2109 Market Street
717 737-3405 Cam Hill PA 170
1. Real Estate (Schedule A) 1
2. Stocks and Bonds (Schedule B)
(2) _
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages and Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (Sch. E) 39,135.96
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (Schedule L) (7) _
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses, Administrative Costs, Miscellaneous ~ 2 , 519.64
Expenses (Schedule H)
10. Debts, Mortgage Liabilities, Liens (Schedule I) Iwl 100 . n_0
11. Total Deductions (total Lines 9 & 10) 6
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 6-30-94)
See Instructions for Applicable Percentage on page 2.
(Include values from Schedule K or Schedule M.)
16. Amount of Line 14 taxable at 6% rate
{Include values from Schedule K or Schedule M.)
17. Amount of Line 14 taxable at 15% rate
(Include values from Schedule K or Schedule M.)
18. Principal tax due (Add tax from Line 15, 16 and 17.)
19. Credits/Sp Poverty Prior Payments Discount
Interest
(18) 2 ,190.98
~ + 109.55 - (19) 109.55
T 20. If Line 19 is greater than Line 18, enter'the difference on Line 20. This is the OVERPAYMENT. (ZO) 0.00
A
T 0 ~ Check hereif you are rsquestin a: refar>ki ot;yoar ove gent:
I 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. (21) 2 , 081 .43
0
N
A. Enter the interest on the balance due on Line 21 A.
(21A)
0.00
B. Enter the total of Line 21 and 21A on Line 21 B. This is the BALANCE DUE. (21B) 2,081.43
Make Check Pa able to: Re ister of Wills, A ent
- - BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~
Under pr'n alties of perjury, I declare that I have examined this return, including accompany ng sc edu es a statements, and tot a ban o my now ge and belle , it is true,
correct and complete. 1 declare that all real estate has been reported at true market value. Declaration of preparer other than the pers;inal representative Is based on all Information of
which prvparer has a y knowledge.
~IGNn7'JRE OF P ON RESPONS
IBLE
FOR FILING RETURN James L. Wingert ..,
257 All
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d . DATE
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f~, Carlisle, PA 17013
"IG~ T,RL'OFPRE ERO ERTHl~Jyt1`PRESENTATIVE 5aidis, Guido, Shuff &Masland DATE
t t// 2109 Market Street ~C~ ~l
_____________________________________________________ O
~ ~ _.--- Came Hill. PA 17011
(8) 39 ,135.96
(tt) 2 , 619.64
(12) 36 , 516.32
(13}
(14) 36 , 516.32
(15) 0.00 X = 0.00
(16) 36 , 516.32 .os 2 ,.190.98
(17) 0.00 X .15 = 0.00
Cnovriaht (ci 1994 forr» software only f:PCvciwmc Inr
. Act #48 of 1994 provides for the reduction of the tax rates imposed on the net val~• t 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 be`roire 111196
•2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97
• 1% (.01) 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 MARK ()C) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred, . X
b. retain the right to designate who shall use the property transferred or its income, X
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 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 adequate
consideration? X
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 AND FILE IT AS PART OF THE RETURN.
Cnpyridhl Ici 1994 form software only CPSystems, Inc. Form 1500 lRnv 7_gal
___
LAST WILL AND TESTAMENT
OF
ALMEDA C. WINGERT '
I, ALMEDA C. WINGERT, of 911 West South Street in the Borough of
Carlisle, Cumberland County, Pennsylvania, being of sound and dis-
posing 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 Executors to pay
all of my just debts and funeral expenses as soon after my death as
may be found convenient to do so.
2. 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 to my husband, Lester J. Wingert, his heirs and
assigns, to the. exclusion of my children, born and unborn, provided my
said husband; Lester J. Wingert, shall survive me by a period of
ninety (90) days.
3. Should my said husband, Lester J. Wingert, pre-decease me or
fail to survive~me by the aforesaid period of ninety (90) days, then
in such event 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 three (3) equal shares as follows:
a. One (1) share to my son, James L. Wingert, of 257 Allen
Road, Carlisle, Pennsylvania, provided he shall survive me by a period
of ninety (90) days, but should he fail to so survive me then to such
of his two (2) children as shall survive me by a period of ninety (90)
days, per stirpes., and if there be no such issue the same shall lapse
and be added to the other shares, per stirpes.
b. One (1) share to my granddaughter, Becky Wingert, pro-
vided 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, and if there be no such issue then
the same shall lapse and be added to the other shares, per stirpes.
c. One (1) share to my grandson, Brian Wingert, provided he
shall survive me by a period of ninety (90) days, but should he fail
to so survive me then to such of his issue as shall survive me by a
period of ninety (90) days, per stirpes, and. if there be no such issue
the same shall lapse and be added to the other shares, per stirpes.
4. I hereby nominate, constitute and appoint my husband, Lester
J. Wingert, as Executor of this my Last Will and Testament, but should
he pre-decease me or fail to qualify or cease serving as such, then in
such event I nominate, constitute and appoint my son, James L.
Wingert, as alternate or successor Executor, but should he pre-decease
'I me or fail to qualify or cease serving as such, then in such event I
nominate, constitute and appoint his two (2) children, Becky Wingert
and Brian Wingert, or either of them as alternate or successor Execu-
tors, 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.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this
my Last Will and Testament, written on one (1) page this 11th day of
March 1986.
Her r. Mark
'~` ( SEAL )
Almeda C. Wingert
Signed and sealed by mark, published and declared by ALMEDA
C. WINGERT, 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.
/?a~'~- ~
REV - 1508 EX + (2-87)
COMMONWEALTH OF PENNSYLVANIA
IN RESIDENT D CE EDENTRN
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
ESTATE OF
F,I.MF..DA C. WINGERT SS~~ 181-05-1657 04/25/95
Please Print or Type
FILE NUMBER
21-95-0368
\n4LU1.11 ODU1lIV1101 u 1/L A 1 1 JIItltlLJ II IINItl JFlGI.tl q IICCVtlV.I
Copyright (c) 1994 form software only CPSystems. Inc. c....., 7SAR c~l....+.,1„C io..,. ~ awl
REV - 1511 EX + (7-88)
COM MO~.{NEW ETApL~TCHEOFgXPERNEN SUYgLVANIA
IN RESIDENT DTECEDETNT N
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE OF FILE NUMBER
21-95-0368
ALMEDA C. WINGERT SS~~ 181-OS-1657 04 25 95
ITEM DESCRIPTION AMOUNT
NUMBER
A. Funeral Expenses:
B. Administrative Costs:
1. Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
2. Attorney Fees Saidis, Guido, Shuff & Masland
3. Family Exemption
Claimant
Address of Claimant at decedent's death
Stree[ Address
City
4. Probate Fees Register of Wills
State Zip Code
C. Miscellaneous Expenses:
1 The Sentinel - legal ads
2 Cumberland Law Journal - legal ads
3 Register of Wills - filing fees
4 Reserved for taxes and future expenses
Waived
=.
2,000.00
90.00
64.64
40.00
25.00
300.00
____ TOTAL (Also enter on line 9, Recapitulation) _ I: 2 , 519.64
(If more space is needed, insert additional sheets of same size
Cncvripht ,~, 1994 form software only CPSystems, Inc. Fnrm 1SOO RrhnriiAn H IRo.. ~_aai
Relationship
RECEIVE) ralAY 1 0 ~g~~
May 5, 1995
Saidus, Guido, Shuff &. Masland
26 W High St
Carlisle PA 17013
Re: Estate of Almeda C. Wingert 181-05-1657
Date of Death: April 25, 1995
Dear Mr. Saidis
Far~ERs
TRUST
In answer to your re~7uest 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 fallowing information in
duplicate. We suggest that you file one of these letters attached
to the Pennsylvania Inventary forms {RCC) to substantiate the
balance you report.
Note that we have shown the correct registration far each account.
Also, interest accrued to the date of death, if any, is listed as
a separate figure.
_ ____~_
Savings account 1k2-302955:rovas originally opened on 10/'01/77. -'The
account was i-n -A m-1 -e3a--C Wingert's name only. The ~ hahanre ~as of
4j25J95 was $2.2,953.75 plus accrued interest of $3.95 for a total
of $22,997.70.,...=' The accaunt was earning 2.80 at t;he date of
_..
d e-at-~i-~ .--------
We do not have a safe deposit box at Farmers Trust Co for -the
deceased.
5incerly,
Shawnee E. Smith
Customer Service
One West High Street P.O. Box 220 Carlisle, Pennsylvania 17013 (717) 243-3212
r~~CEIVED MAY 2 4 1995
May 23, 1995
Robert C. Saidis
Saidis, Guido, Shuff & Masland
26 West High Street
Carlisle, PA 170x3
RE: Estate of Almelo C. Wingert
Dear Bob:
FARMERS
TRUST
Enclosed is our First and Final Account as Agent for Lester J. and Almelo C. Wingert. The
balance in the account as of Mrs. Wingert's date of death, i.e. Apri125, 1995, was $1,120.17.
This is the same balance as shown in the Distribution Account.
Please contact us if either you or Mr. Wingert have any questions concerning the Account.
If you have no questions, please have Mr. Wingert execute the enclosed Release as
Executor, have his signature notarized and then return it to us in the envelope which is
provided. Immediately upon receipt, a check will be issued to the Estate of
Almelo C. Wingert and forwarded to your office.
A small amount of money market interest for the month of May will be forwarded to the
Estate early in June. Also, the Social Security paid May 3 in the amount of $895 has been
returned to the Social Security Administration.
If you have any questions, please do not hesitate to contact us.
Very truly yours,
J ne F. Burke
Senior Vice President
and Trust Officer
JFB:jwc
Enclosures
cc: James Wingert
One West High Street P.O. Box 220 Carlisle, Pennsylvania 17013 (717) 243-3212
' REC~(yED MAY ~ 1 2 1995
Meridian
PO E3~x t+02
RF~ati~nq F'A ~960;i
~J Meridian
May 9, 1995
T0: Robert C. Saidis
Attorney at Law
ADDRESS: 26 West High Street
P.O. Box 560
Carlisle, PA 17013
RE: Estate of: Almeda C. Wingert Date of Death: April 25, 1995
Accounts and Balances on Record as of Date of Death:
DATE DATE ACCR.
ACCOUNT ~~ ACCOUNT TITLE OPENED CLOSED PRINCIPAL INT.
CD 4001970849 Almeda C. Wingert 02/16/93 15,000.00 18.09
MERIDIAN BANK
Debbie Mengel ~
(610) 655-3352
DM/bjm/272
CK = Checking
SV = Savings
CD = Certificate of Deposit
XC = Holiday Club
VC = Vacation Club
CL = Commercial Loan
IL = Installment Loan
DB = Discount Brokerage
PL = Plus Loan
PH = Student Loan
SD = Safe Deposit
TR = Trust
WL = Will
LT = Living Trust
MO = Open Line of Credit
MG = Mortgage
LA = Auto Leasing
REV - 1512 EX t (1-93)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTDECEDENT
ESTATE OF
ALMEDA C. WINGERT
SCHEDULEI
DEBTS OF DECEDENT,
SAGE LIABILITIES AND LIENS Please Print of Type
a+~
FILE NUMBER
21-95-0368
SS~~ 181-05-1657 04/25/95
REV - 1513 EX + (2-87)
COM MONWETApL~TCHEOFgP~EpN~N7SUYRLVANIA
INI~~SIDENTDTECEDENT N
SCHEDULE J
FNEFICIORIE
ESTATE OF FILE NUMBER
21-95-0368
e r ~ernn !" i.TTTT/`T`D'P cc~t 7 !2'1 _!1S _ T FS7 (1L. /75 /C]5
ITEM
f~l
M
BER
U NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP
~ AMOUNT OR
SHARE OF ESTATE
_ _
_
_
_ A. Taxable Bequests:
i .James L. Wingert : ~:: 1/3 of Residue
1 257 Allen Road
Carlisle, PA- 17013
2 Becky Shuman Gran•ic:tr. 1/3 of Residue
R . D . ~~2 , Box 88
New Bloomfield, PA 17068
3 Bryan Wingert Grandson 1/3 of Residue
311 West First Street
Boiling Springs, PA 17013
(If more space is needed, insert additional sheets of same size.)
Cn;: ~i right ~,c. 1994 form software only CPSystems, Inc. Form 1500 Schedule J (Rev. 2-871