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HomeMy WebLinkAbout02-0996~.~~ PETITION FOR PROBATE and GRANT OF LETTERS G/1 yGr"C' C/~ lG Lc Estate of Gayle Clark Weigle No. 2.~-0~-Qq~O Also known as Gayle Johns Weigle To: Gayle Johns, Gayle Clark, Deceased. Register of Wills for the Social Security No. 209-12-1345 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 executrix named in the last will of the above decedent, dated November 30, 1999 and codicil(s) dated None (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or residence at Church of God Retirement Home, Carlisle, PA ~,~-n-~r 5 C~ /3~+~ ~~-~~~1 (list street, number and municipality) Decedent, then 76 years of age, died October 29, 2002, at Church of God Retirement Home, 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: was married Decedent 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 PA situated as follows: $ 42,000.00 $ None 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.) thereon. Signature(s) and Residence(s) of Petitioner(s) ~ NANCY` J. ADAM 2557 Black Gap Road Chambersburg, PA 17201 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS 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 representative(s) of the above decedent petitioner(s) well wc1_l and truly administer the estate according to law. Sworn to or affirrned and subscribed before me this 5th day of ~1n~)FMRF ~-- 2C` O2 I 0 -- Reg ter Signature(s) ~.. - G Q .. --I NO. a~ -001- q~ly Estate of GAYLE C. WEIGLE, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, NOVEMBER 7 , 2002 , 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 November 30, 1999 described therein be admitted to probate and filed on recor~dEas th~eAlast will of GAYLE C. WEIGLE and letters Testamentary are hereby granted to NANO J. A~A~GI,E,GAYLE JOHNS WEIGLE, GAY1..E JOHNS, GAY~,E Ci,ARK FEES Probate, Letters, Etc... . $ 8 0 .0 0 Short Certificates (~~) .. . $ 1 5 . 0 0 B~t~~xxtra..paq~s 9.00 jcp $ 10.00 TOTAL $ 1 1 4. 0 0 Filed ....11.-.7.-2A0.2 ..... .......... called atty 11- 7-2 002 l~Dx Register it 59020 ATTORNEY (Sup. Ct. I.D. No.) 24 North 32nd Street, Camp Hill, PA 17011 17) 737-1956 PHONE ARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. ~, ~~.; 2 ~ ~ ~ ~ 5 November 4, 2002 Gayle _ Johns __ _ Weigle Female 209--12--1345 10--29-2002 Nov_. 11, 1925_ ~- Williamsport,_PA _:;,, _. Church of God Home Cumberland Carlisle _ _ _ __ White Homemaker . ~,. ~, No Married ,, ~ 406 Poplar Street Millerstown PA 1706 v - Nancy J. Adair - Sally A. Myers David Myers_Funeral_Homel Newport,_PA 17074 Last Will And Testament Of Gayle C. Weigle I, GAYLE C. WEIGLE, now residing at 406 Poplar Street in the Borough of Millerstown, County of Perry, and Commonwealth of Pennsylvania (P.O. Address: P.O. Box 354, Millerstown, PA 17062), being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament hereby revoking and making void any former Wills and Testamentary Dispositions by me at any time heretofore made. I I order and direct that my body be decently interred and that my funeral be conducted in a manner corresponding with my estate and situation in life, and that all my legal debts and funeral expenses be paid as soon as conveniently may be done after my death. II I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. III I give, devise and bequeath the residue of my estate of every nature and wheresoever situate in equal shares unto the following members of my family: A. One-third (1/3) unto my daughter, Marilyn J. Ryan, of 408 Walnut Street (P.O. Box 12), Millerstown, Pennsylvania 17062, if she is living at the date of my death. Should she predecease me, I then give this one-third (1/3) share unto her son, my grandson, Clint J. Mitchell, of 408 Walnut Street, Millerstown, Pennsylvania 17062, if he is living at the date of my death. Should both my daughter and grandson predecease me, 1 then give this one-third (1/3) share of my residuary estate in equal shares unto my living children, share and share alike; B. One-third (1/3) unto my daughter, Nancy J. Adair, of 2557 Black Gap Road, Chambersburg, Franklin County, Pennsylvania 17201, if she is living at the date of my death. Should she predecease me, I then give this one-third (1/3) share equally unto her issue, my grandchildren, who are: William J. Adair and Stacey N. Adair, both of 2557 Black Gap Road, Chambersburg, Franklin County, Pennsylvania 17201, Page 1 of 3 Pages share and share alike, if they are living at the date of my death. Should my daughter and both my grandchildren predecease me, I then give this one-third (1/3) share of my residuary estate in equal shares unto my living children, share and share alike; and, C. One-third (1/3) unto my son, James C. Johns, of 42 Sherwood Circle, Enola, Cumberland County, Pennsylvania 17025, if he is living at the date of my death. Should he predecease me, I then give this one-third (1/3) share equally unto his issue, my grandchildren, who are: Joseph J. Johns and Maria G. Johns, both of 42 Sherwood Circle, Enola, Cumberland County, Pennsylvania 17025, if they are living at the date of my death, subject to the hereinafter set forth trust provisions. Should my son and both my grandchildren predecease me, I then give this one-third (1/3) share of my residuary estate in equal shares unto my living children, share and share alike. IV I appoint my daughter, Nancy J. Adair, of 2557 Black Gap Road, Chambersburg, Pennsylvania 17201, as the Trustee of any property which passes to my granddaughter, Maria G. Johns, of 42 Sherwood Circle, Enola, Pennsylvania 17025, if she is under twenty-one (21) years of age at the date of my death. Should my daughter, Nancy J. Adair, be unable to serve as Trustee for any reason whatsoever, I then appoint my daughter, Marilyn J. Ryan, of 408 Walnut Street (P.O. Box 12), Millerstown, Pennsylvania 17062, as the Trustee of any property which passes to my granddaughter, Maria G. Johns, if she is under twenty-one (21) years of age, with directions to use said property for the following purposes: A. To establish a trust fund for my granddaughter with her share of my residuary estate and to apply so much of the income of the income and principal as, in the sole discretion of my Trustee is necessary for the support, education, medical care, welfare and travel of my granddaughter and accumulate any unexpended balance of income and add the same to principal; B. To pay to my granddaughter the entire balance of her trust fund when she attains the age of twenty-one (21) years; and C. Should my granddaughter die before she receives the distribution of her trust fund, then any remaining principal and accumulated income should be paid to my grandson, Joseph J. Johns, of 42 Sherwood Circle, Enola, Pennsylvania 17025, if he is living at the date of his sister's death, and if he is not living, then the undistributed principal and accumulated income of this trust shall be paid in equal shares unto my Page 2 of 3 Pages living children, share and share alike. V My personal representative hereinafter named trustee shall have the following powers in addition to those vested in them by law and by other provisions of my will, applicable to all property, whether principal or income, and effective until actual distribution of all property: A. To retain any or all of the assets of my estate, real or personal, without regard to any principle of diversification of risk; B. To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification of risk; C. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper; D. To exercise any law-given options to treat administrative expenses either as income tax or as estate tax deductions, without regard to whether the expenses were paid from principal or income and without requesting reimbursement. VI I nominate, constitute and appoint my daughter, Nancy J. Adair, of 2557 Black Gap Road, Chambersburg, Pennsylvania 17201, as the Executrix of this my Last Will and Testament, and should my said daughter be unable to serve as executrix for any reason whatsoever, I then nominate, constitute and appoint my daughter, Marilyn J. Ryan, of 408 Walnut Street (P.O. Box 12), Millerstown, Pennsylvania 17062, as the Executrix of my estate, and should my daughter be unable to serve as executrix for any reason whatsoever, I then nominate, constitute and appoint my son, James C. Johns, of 42 Sherwood Circle, Enola, Pennsylvania 17025, as the Executor of my estate. VII No personal representative or trustee named herein shall be required to give bond or furnish sureties for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my Hand and Seal this,~~ d y of November, A. D. , 1999. , c ~ `' ; , ~t'~-C ., ; L. ~ ~'~~•~° . ~ (SEAL) Gayle C~Weigle ~' ~.- Page 3 of 3 Pages The preceding instrument, consisting of three (3) typewritten pages, was on the date thereof, Signed, Sealed, Published and Declared by GAYLE C. WEIGLE, Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, and in her presence and in the presence of each other, have subscribed our names as witnesses hereto. Residing at ^(t3 P~~;~wN « 1~'~ n `y c ~_.~-r~t..~-' C~ ~'c~~~.,-~-,..~- ~ Residing at yi~ 7E~, ~ ~? ~ ~~e.~.tz- ~~=. t'~ ! ?c COMMONWEALTH OF PENNSYLVANIA . ss. COUNTY OF JUNIATA We, GAYLE C. WEIGLE, ~Np~W L. ~tAl~~ and ~--''~ ~ j ~ C ~ ~-r r s ,the Testatrix and the witnesses respectively, whose names are signed to the attached foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she has signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of their knowledge, the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. :, Gayle C. eigle, Testatrix Witness ~'~.,. - / Witness Sworn and subscribed to before me this .~ ~, " ~ ~ day of November, 1999. ^l _ _ _--_ L r p Notary lic My Co fission expires: July 27, 2000 `s.;;}, CERTIFICATION OF NOTICE UNDER RULE 5.6(al L Name of Decedent: Luc. ~ ~' L f- ~ ~ YLC Date of Death: ~ ~ ~ - C~ ©7 C7 ~ Admin. No. 07' (. O Z ~~ ~ jy Will No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) ofd he O~ han~ ~ urt Rules was served on or mailed to the following beneficiaries of the above-captioned estate on / Name /i~1~(Z,. - ~- ~',,,~ ~S. ~'~ Yea-~./ jil AnG~( ..~ ~}-~ A ~ IL .;~Fl m ~S e . .~ J I~+J S /~ 2 S ~2,~. ~ C~ /CCI~ ~~ d ~ ~ ~~ ! .7 ~~ 21' Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: ~ ~ Z y Signature Name ~t3 S•T7 ~ ~ ~Z~-i~t! Address 3C~ ~ ~ ~~ S`~ Telephone (7~~ ~3 7 p ~ (p~(- Address Capacity: Personal Representatwe " Counsel for personal representative REV-1162 EX111-96) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: GROGAN AUSTIN F 24 NORTH 32ND STREET CAMP HILL, PA 17011 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER fold ESTATE INFORMATION: ssN: 2os-12-1345 FILE NUMBER: 2102-0996 DECEDENT NAME: WEIGLE GAYLE C DATE OF PAYMENT: 06/ 26/ 2003 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 10/ 29/ 2002 AMOUNT 101 ~ 52,478.52 TOTAL AMOUNT PAID: REMARKS: NANCY J ADAIR, EXECUTRIX C/O AUSTIN F GROGAN, ESQ. SEAL CHECK# 1010 INITIALS: JA RECEIVED BY: 52,478.52 DEPUTY REGISTER OF WILLS DONNA M. OTTO N0. CD 002736 REGISTER OF WILLS REV_1ser.v;.(6oOlI) ~ ~"" ,,~~ W~Q :J:ii:9 "t" " *' j/-qq- If REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEAL iH OF ?ENNSYL VANIA. DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 !< W iil ~ DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Weigle, Gayle C ~ ,;. OFnCiAL USE ONL'Y DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-OD-YEAR) FILE NUMBER 21 02 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 00996 NUMBER 10/29/2002 11/1111925 209-12-1345 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECUR\1Y NUMBER Decedent Died Testate (Attach copy of Will) Litigation Proceeds Received o 3. Remainder Retum (date of death prior to 12-13-82) o 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes o 11.Election to tax under Sec. 9113{A) (Attach SchO) 4a. Future Interest Compromise (date of death after 12.12-82) 7. Decedent Maintained a Living Trust (Attach copy of TrustJ 10. Spousal Poverty Credit (date of death between 12-31.91 and 1-1-95 Weigle, John R ~ 1. Original Retum o 4. limIted Estate ~ 6. o 9. 2. Supplemental Return (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) ..~ ~~ OZ ,,11 AME Austin F. Grogan, Esquire IRM NAME (If applicable) COYNE & COYNE, P.C. COMPLETE MAILING ADDRESS 3901 Market Street CarnpHill,PA 1701l~2~7 c:::i :JJ'if? ElEPHONE NUMBER 717/737-0464 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) Z o ~ ~ ~ i< <l W ~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7 . Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (1) (2) (3) (4) (5) (6) (7) c None Noue Noue None OFF\C\A.1:cI.lS~:"pNL y ~ N 0'\ 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Une 8 minus Line 11) 37,580.54 (it --.l Noue 32,000.00 (8) 69,580.54 (9) 14,502.28 (11) 14,502.28 (12) 55,078.26 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 55,078.26 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Copyright 2000 form software only The Lackner Group, Inc. is.Amount of Line 14 taxable at the spousal tax rate, . .110 (15) or transfers under Sec. 9116{a)(1.2) Z 55,078.26 .045 (16) 0 16. Amount of Line 14 taxable at lineal rate . ~ ;! ~ ~ 17.Amount of Line 14 taxable at sibling rate . .12 (17) ~ 0 Q ~ 18. Amount of Line 14 taxable at collateral rate . .15 (18) 19. Tax Due (19) 2,478.52 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 2,478.52 20.0 . Form REV-1500 EX (Rev. 64>0) Decedent's Complete Address: STREET ADDRESS Church of God Home 801 North Hanover Street CITY Carlisle, [STATE PA [ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 2,478.52 Total Credits (A + B + C) (2) 0.00 3. InterestfPenalty if applicable D. Interest E. Penalty Total InlerestlPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Une 5 + SA. This is the BALANCE DUE. (3) 0.00 (4) (5) 2,478.52 (SA) (5B) 2,478.52 Make Check Payable fo: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Ves No a. retaln the use or income of the property transferred;......................................................................,.........~ I ~: ~:::~ ~h~e~~:i~~~~:~~ea:s~~~.~~~~I..~.~~. ~~~.:.~~~~.~~~~~~~~~.~~.~~.i.~.~~~~:::::::::::::::~:~::::~::::::~:::..:.. d. receive the promise for life of either payments. benefits or care?............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.......... ............. ,.. ....... ............... ........................ ... ... ...... ....... ..... ................... ~ 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?...... ....... .... ...................... .................. ................ '" ............. ..... ...... ..............0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury. I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belitrt", It is true, correct and complete. Declaration preparer other than the personal representative Is based on all infonnation of which preparer has any kMwIedge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Nancy Adair DATE 2557 Black Gap Road Chambersburg" P A 1720 I ADDRESS ADDRESS Coyne and Coyne, P.c. 3901 Market Street Camp Hill, PA 17011 For dates of death on or after July 1, 1994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spcuse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviVing spouse is 0% [72 P.S. ~9116 (a) (1.1) (Un. The statute does not exemo'a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent. or a stepparentofthe child is 0% [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P .S. ~9116 (a) (1.3)}. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSY/..VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Weigle, Gayle C I FILE NUMBER 21 - 02 - 00996 Include the proceeds of litigation and the date the proceeds were received by the estate. All properly jointly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 34,374.72 Money Manket Fund, Prudential Financial 2 Back spousal support 1,083.87 3 Checking account 238.81 4 Nursing home refund 1,883.14 TOTAL (Also enter on Line 5, Recapitulation) 37,580.54 *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Weigle, Gayle C FILE NUMBER 21 - 02 - 00996 Isse e uemust e comDlete an Ie t e answer to anY or auestlons rou on caae Isves. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF Include the name of the transferee, their relationship 10 decedent and the date of transfer. DECO'S EXCLUSION TAXABLE VALUE NUMBER Attach a copy of the deed for rea! estate. VALUE OF ASSET INTEREST (I~ APPLICABLE) I Nancy Adair 10,000,00 3,000,00 7,000.00 , 2 Marilyn Ryan 10,000.00 3,000.00 7,000.00 , 3 Maria Johns 10,000.00 3,000.00 7,000.00 4 James Johns 10,000.00 3,000.00 7,000.00 5 Kenneth Adair 7,000.00 3,000.00 4,000.00 TOTAL (Also enter on line 7, Recapitulation) 32,000,00 Th' h d I b d dfildlfh f 1 th h4 2' *' SCHEDULEH RJNERAL EXPENSES & ADMINISTRATIVE COSTS COMMOMWALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Weigle, Gayle C I FILE NUMBER 21 - 02 - 00996 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: 1 David Myers Funeral Home, Newport, P A 11,240.84 2 Reception 100.00 3 B. ADMINISTRATIVE COSTS: I 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip , - I Year(s) Commission paid , 2. Attorney's Fees COYNE & COYNE, P.C. 2,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Probate petition, Short Certificate, JCP fees and extra pages 114.00 Exemplified Record 36.00 Return filing fee 15.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 2002 Tax Preparer fees 203.00 7. Other Administrative Costs 1 West Shore EMS 142.55 2 Brockie Pharmatech I 37.89 Total of Continuation Schedule(s) 613.00 TOTAL (Also enter on line 9, Recapitulation) 14,502.28 . SchecUe H FlI1eraI Expet S 8 S & AchinistnmIIe Costs conIinuecl COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF Weigle, Gayle C I FILE NUMBER 21 - 02 - 00996 3 Henderson, Baster, Taylor and Gatchel 500.00 4 Postage 37.00 5 P A State tax liability 71.00 6 DPW certification 5.00 7 8 Page 2 of Schedule H -. REV.1513 EX+ (9.00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Weigle, Gayle C I FILE NUMBER I 21 - 02 - 00996 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) I Nancy J. Adair Daughter 1/3 of the estate 2 Marilyn J, Ryan Daughter 1/3 of the estate 3 Jarues C. Johns Son 1/3 of the estate I Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT jBEING MADE , B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET l f- yy-~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 171 28-060 1 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% 4FV cai-os~ DATE 08-11-2003 ESTATE OF WEIGLE GAYLE J DATE OF DEATH 10-29-2002 -.FILE NUMBER 21 02-0996 COUNTY CUMBERLAND AUSTIN F GROGAN ESQ ACN 101 COYNE & COYNE Amount Remitted 3901 MARKET ST CAMP HILL PA 17011' MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1 ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-031 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WEIGLE GAYLE J FILE N0. 21 02-0996 ACN 101 DATE 08-11-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1l .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4l .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 37,580.54 tax payment. b. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 32,000.00 8. Total Assets (g) 69,580.54 APPROVED DEDUCTIONS AND EXEMPTIONS: 14,502.28 9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 14. 0 8 12. Net Value of Tax Return (12) 55,078.26 13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 55,078.26 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) • 00 X 00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 55,078.26 X 045 = 2,478.52 17. Amount of Line 14 at Sibling rate (17) • 00 X 12 . 00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00 19. Principal Tax Due (191= 2, 478.52 TAY f_RCfiTTC• . DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 06-26-2003 CD002736 .00 2,478.52 TOTAL TAX CREDIT 2,478.52 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * 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 RF FIINIn CFF RFVFRCF CTflF nF TIITC FARM FAO TIJCTRIIrTTMIC ~ JRD/June 30, 1992/17858 In Re: Estate of Gayle C Weigle ' ORPHANS' COURT DIVISION Late of Carlisle Borough · COURT OF COMMON PLEAS OF · CUMBERLAND COUNTY Estate No.: 21-02-0996 ' PENNSYLVANIA NO. 21-02-0996 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Nancy Adair Counsel for Personal Representative: Austin Grogan Date of Decedent's Death: 10/29/2002 Date of Delinquency Notice: 08/11/04 The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled· STATUS REPORT UNDER RULE 6.12 Name of Decedent: GAYLE C. WEIGLE Date of Death: October 29, 2002 Will No. 21-02-0996 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1.State whether administration of the estate is complete: Yes 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 No X 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 X No d. Copies of receipts releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. COYNE & COYNE, P.C. AUSTIN F. OROGAN, gSQUI~J 3901 Market Street Camp Hill, PA 170114227 (717) 737-0464 Counsel for Estate