HomeMy WebLinkAbout04-16-13 J 1505610143
REV-1500 Ex{02-,1)
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania County Code Year File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
PO BOX.280601 INHERITANCE TAX RETURN 21 12 0844
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
182 22 5748 07 10 2012 -06 29 1930
Decedent's Last Name Suffix Decedent's First Name MI
WETZEL LONAS L
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
0 1. Original Return 2. Supplemental Return 3. Remainder Return(Date of Death
Prior to 12-13-82)
4. Limited Estate 4a,Future Interest Compromise 5. Federal Estate Tax Return Required
(date of death after 12-12.82)
8 Decedent Died Testate 7, Decedent M intT $d}a Living Trust 0_ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will)
9. Litigation Proceeds Received 10,Spousal Poverty�ereditiDate of Death El land to tax under Sec.9113(A)
between 12-31-. l and -1-95} (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JAMES D HUGHES ESQ 717 249 6333
.. M M
REGISTER OF WILL4S'�P,ON Y Gh Xio
= )>t — rn PIi
First Line of Address D , M In C:l
354 ALEXANDER SPRING RO a '
C7 `n t
Second Line of Address C) C> --n
� r— rY1
DATE FILE
City or Post Office State ZIP Code
CARLISLE PA 17015
Correspondent's e-mail address: jhughes@salzmannhughes.com
Under penalties of perjury,i declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAT E AOFERSON RESPONSIBLE F4 FILING RETURN DATE
,/�f
..UAJ Kimberi S. Wetzel
AD ESS
54 Me d. a PA 17013
SIGNAT E OF PREP ER E THAN REPRESENTATIVE D E
James D. Hughes Esq. T j 2, 1�
73RESS 54 Alexan er Spring Road, Suite 1, Carlisle, PA
Side 1
L,, 1505610143 1505610143 �„�
PA Inheritance Tax. Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
Wetzel, Lonas L. 21-12-0844
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of
my knowledge and belief,it is true,correct and complete.Declaration of preparer other than the personal representative is based on all
information of which preparer has any knowledge.
Signature#2
Name Jolene Gregor
Addressl 1306 Dickinson Drive
Address2
City, State,Zip Carlisle PA 17013
Date '12-
1505610243
REV-1500 EX
Decedent's Social Security Number
Decedent's Name, Wetzel, Lonas L. 182 22 5748
RECAPITULATION
1. Real Estate(Schedule A)....__....... ................. ......... ......
2. Stocks and Bonds(Schedule B)....__.........__........ ......__.................................. 2. 35 , 261 . 48
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D)........................................................ 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 53, 660 . 67
6. Jointly Owned Property(Schedule F) r_1 separate Billing Requested............ 6. 1, 736. 43
7. Inter-Vivos Transfers&Miscellaneous Probate Property
(Schedule G) It Separate Billing Requested............ 7, 51 , 902 . 29
& Total Gross Assets (total Lines 1 through 7)........................................................ 8. 142 , 560 . 87
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 27 , 768 . 85
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 3,263 . 94
11. Total Deductions(total Lines 9 and 10).........._.................................................... 11. 31, 032 . 79
12. Net Value of Estate(Line 8 minus Line 11)............_................................__....... 12. 111 , 528 . 08
11 Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............. .......................... ...... 13.
114. Net Value Subject to Tax(Line 12 minus Line 13)......................_...... .......... 14. 111 ,528 . 08
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.00 15. 0 . 00
16. Amount of Line 14 taxable 109,791 . 65 16. 4 , 940 . 62
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X.12 1, 736. 43 17. 208 .37
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 00 18. 0 . 00
19. TAX DUE............................................................................................................... 19. 5 , 148 . 99
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. F1
Side 2
1505610243 1505610243
Rsv1500EX Page s File Number 3142-Q844
Decedent's Complete Address:
DECEDENT'S NAME
Wetzel, Lonas L.
STREET ADDRESS
211 Meals Drive
CITY STATE ZIP
Carlisle PA i 17015
Tax Payments and Credits:
1. Tax Due(Page 2.Line 19) (1) 5,148.99
3. Credits/Payments
A. Prior Payments 3,800'00
B. Discount 280'00
Tmo(Cmdits(A +a) (o) 4.000.00
3. Interest (3)
4. |f Line 2io greater than Line 1 +Line 3.enter the difference. This is the OVERPAYMENT. (4)
Check box on Page o.Line oVtv request arefund
5. V Line 1 +Line 3ia greater than Line u.enter the difference, This im the TAX DUE. (5) 1,148.99
Make Check Payabie t REGISTER OF WILLS AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A»A "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use n,income uf the property transferred;............................--.............................-- ........ 01 lxl
u. retain the right to designate who shall use the property transferred or its income;. ........._......
HX
c �mma�vom�naryiNmmo;vc------------ -----------------____ J
U, receive the promise for life or either payments,benefits orcaoo—.... .............................. ............ ..... [( F
2. If death occurred after Dec. 12, 1982. did decedent transfer property within one year o* death without
receiving adequate consideration?....... ................................. ...... ... ............... ........... ...... —.............. El lxl
3. Did decedent own ao'in trust for' mpayaoleupondmghbanke000untnrneowNymkismrhardeam?--.
4, Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary uesignaUon?............ ... ....... ....___... .......................... ................ ..... ..................� FZ Fl
IF THE ANSWER TO ANY OrTHE ABOVE QUESTIONS|o YES,YOU MUST COMPLETE SCHEDULE o AND FILE nmS PART OFTHE RETURN.
For dates of death ono/after July 1. 189u and before Jan 1. 1995.the tax rate imposed on the net value oftransfers too,for the use of the surviving
spouse is3 percent(72P.G.0B110(o)(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 percent
[72P,G.g9116(a)(1.1)(i/)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates oy death nnor after July 1.2UDU:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,o,o stepparent uf the child inO percent[72P.S.89116(u)(1.3)}.
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except aa noted/n
[72P.S.§9118(a)(1)].
• The tax rate imposed on the net value nf transfers vour for the use of the decedent's siblings is 2 (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.
Rev-1503 EX+(6.98)
SCHEDULE e
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wetzel, Lonas L. 21-12-0844
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
Raymond James Account No.48912772
1 200 shares of Bank of America Corporation 25.95 5,190.00
2 45 shares of Barclays Bank, PLC Perpetual 25.1251111 1,130.63
3 87.353 shares of Capital Income Builder Fund 51.20 4,472.47
4 155 shares of Consolidated Communications Holdings 17.2650323 2,676.08
5 1,000 shares of Frontier Communications 3.895 3,995.00
6 400 shares of ING Groep N.V.8.5%Per HYB Cap 25.66 10,264.00
7 261.482 shares of Investment Company of America 28.8100137 7,533.30
TOTAL(Also enter on Line 2,Recapitulation) 35,261.48
(If more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule B(Rev.6-98)
Rev-1$08 EX-If 1-10)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT T F REVENUE RETURN PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wetzel, Lonas L. 21-12-0844
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
Household Goods taken in kind by Jolene Gregor
1 Cast iron tea pot 20.00
2 Husky step ladder 25.00
3 Lift chair recliner 50.00
4 Werner step ladder 20,00
Household Goodsta en in kind by Karon Keesaman
5 Grill 20.00
6 Recliner couch 25.00
7 Tradesman table saw 75.00
8 White snow blower 150,00
Household Goods taken in kind by Kenneth Wetzel
9 Coo coo clock 25.00
10 Electrolux sweeper 50.00
11 Paper cutter 5.00
12 Vice 15.00
13 Wood clamps 15.00
Total of Continuation Schedule See attached page
TOTAL(Also enter on Line 5, Recapitulation) 53,660.67
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10)
Rev-1508 EX+(11-10)
SCHEDULE E
pannsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
COntInUeCI
ESTATE OF FILE NUMBER
Wetzel, Lonas L. 21-12-0844
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
14 Wooden child's rocker 15.00
15 Cash in wallet 12.00
16 M&T Bank,Classic Checking Account No.9854118180 3.885.50
17 M&T Bank Relationship Savings Account No. 15004206816372 3,823.38
18 Raymond James Bank Deposit Program,Account No.48912772 578.15
19 2003 Ford Station Wagon-VIN 2FMZA514X3BA45576 2,400.00
20 2006 Skyline Mobile Home-VIN 49110502UAB 37,500.00
21 Household goods-at proceeds of public sate 1,678.00
22 Special Construction Trailer 70.00
23 Allied Interstate Inc. -refund 115.00
24 Bank of Amercia-refund 1,356.34
25 BerkelyCare-refund 1,587.00
26 Health Management Associates,Inc.-refund 40.00
27 Highmark-refund 105.30
TOTAL(Also enter on Line 5,Recapitulation) 53,660.67
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev.11-10)
Rev-1509 EX+(01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE .JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wetzel, Lonas L. 21-12-0844
If an asset was made joint within one year of the decedent's date of death,it must be reported on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Martha Scherb 770 S. Hanover St. Sister
Carlisle, PA 17013
B.
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOIN MADE INCLUDE
NUMBDR OR EMILARNDENTlFYINGINUMBERAATTACH DEED O OR DATE OF DEATH DECD'S DECEDEN S INTEREST
NUMBER TENANT JOINT JOINTLY-HELD REAL ESTATE. VALUE OF ASSE7 INTEREST
1 A 09115/2000 M&T Bank Savings Account No. 3,472.86 50.000% 1,736.43
15004206816299
TOTAL(Also enter on Line 6,Recapitulation) 1,736.43
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule F(Rev.01-10)
Rev-1510 EX+(08-09)
SCHEDULE G
pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wetzel, Lonas L. 21-12-0844
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER THINCLUDE ATE OF RANSFER.SATTACH A COPY OF THE EED FOR REAL ESTATE D VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 Alianz Life Insurance Company of North America - 25,114.17 100.000% 25,114.17
Annuity Contract No. DA232146;equal beneficiaries
are Kimberly S.Wetzel,daughter;Jolene Gregor,
stepdaughter; Karon Keesaman, daughter; Kenneth
Wetzel,son
2 Raymond James IRA No.60940720-equal 26,788.12 100.000% 26,788.12
beneficiaries are Karon Keesaman,daughter; Kim
Wetzel,daughter; Kenneth Wetzel,son;Jolene
Gregor,step-daughter
TOTAL(Also enter on Line 7, Recapitulation) 51,902.29
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule G(Rev.08-09)
nEV^511oX+n0*9
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN
RESIDENT DECEDENT ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Wetzel, Lonas L. 21-12-0844
Decedent's debts must be reported on Schedule L
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 1,224.54
B. ADMINISTRATIVE COSTS:
1 Personal Representative's Commissions
Name of Personal Representative(s)
Kimberly S.Wetzel Jolene Gregor
Street Address 54 Media Rd.
City Carlisle State PA zio 17013
Year(s)Commission Paid 4,440.00
Z Affornev's Fees Salzmann Hughes, P.C. 7,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zjr)
RelationshiD of Claimant to Decedent
4. Probate Fees
5 Accountant's Fees
6 Tax Return Preparer's Fees
7. Other Adm in istrative Costs 15,104.31
See continuation schedule(s)attached
TOTAL(Also enter on line 9,Recapitulation) 27,768.85
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Wetzel, Lonas L. 21-12-0844
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Carlisle Memorial Service'inscription pn grave marker 195.00
2 Hoffman-Roth Funeral Home&Crematory, Inc. -balance due for funeral services 1.029.54
H-A 1.224.54
Other Administrative Cost
3 AdvmncedDiapasm(-refumeaerviue from 12/1/2o12bm2/28/2Di3 40.47
4 Advanced Disposal'refuse service 41.28
s American Home Shield -home warranty paid to sell real estate in order to administer the 420.00
aototw
6 Charles Reig/e-lawn mowing and trimming services 565.00
7 Commonwealth mf9^A-20O3 Ford registration 36.00
8 Commonwealth of PA-mobile home registration paid in order to administer the estate 6.00
$ Dava R. Beltz-seller assistance paid to sell the mobile home in order to administer the 1.000.00
estate
10 ERA Jack Gaughan-commission paid to sell mobile home in order to administer the estate 1.500.00
11 Interstate Waste-9K1/12to110VV12 refuse service 40.47
12 Jolene Gregor-reimbursement for fee paid to Allied Attorneys in order to administer the 2.313.09
estate
Copyright(c)2D02 form software only The Lackner Group, Inc. Form PA-1500 Schedule(Rev.6'90)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Wetzel, Lonas L. 21-12-0844
ITEM
NUMBER DESCRIPTION AMOUNT
13 Jolene Gregor-reimbursement for automobile insurance payment paid in order to 84.83
administer the estate
14 Jolene Gregor-reimbursement for repairs needed to the 2003 Van to sell in order to 705.79
administer the estate
15 Jones&Martin Auctions LLC-appraisal of personal property, 2004 Windstar and mobile 250.00
home
16 Jones&Martin Auctions, LLC-commission paid to sell 2003 Ford Van in order to administer 192.00
the estate
17 Jones&Martin Auctions, LLC-commission paid to sell household goods in order to 262.20
administer the estate
18 Jones&Martin Auctions,LLC-advertising costs paid to sell household goods in order to 1,132.40
administer the estate
19 Klingler&Associates, P.C. -preparation of the 2011 amended 1040 and PA40 income tax 150.00
returns
20 Meals Mobile Horne Sales,Inc.-Lot rent paid for August thru November paid in order to 1,240.00
administer the estate
21 Meals Mobile Home Sales,Inc.-Lot rent paid for December in order to administer the estate 310.00
22 Meals Mobile Home Sales,Inc.-Lot rent paid for January in order to administer the estate 310.00
23 Meals Mobile Home Sales, Inc.-Lot rent paid for February in order to administer the estate 310.00
24 Meals Mobile Home Sales, Inc.-Lot rent paid for March in order to administer the estate 310.00
25 Nationwide Mutual Insurance Company-automobile insurance required to sell automobile in 174.67
order to administer the estate
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Wetzel, Lonas L. 21-12-0844
ITEM
NUMBER DESCRIPTION AMOUNT
26 Nationwide Mutual Insurance Company-automobile insurance required to sell automobile in 169.67
order to administer the estate
27 Patricia A. Rosendale,CPA-preparation of final individual income tax returns for 2012 110.00
28 PPL-electric service 28.16
29 PPL-electric service 304.79
30 PPL-electric service 225.45
31 PPL-electric service 451.54
32 Register of Wills-filing fees 30.00
33 Register of Wills-four short certificates 16.00
34 Salzmann Hughes, PC-closing costs and final fees for income tax preparation,postage and 800.00
miscellaneous contingencies in order to administer the estate
35 Salzmann Hughes, PC-reimbursement for FedEx mailing to PPL for payment 20.50
36 Vital Records-nine death certificates 54.00
37 Wolfe and Company-commission paid to sell mobile home in order to administer the estate 1,500.00
1-11-137 15,104.31
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+(12-08)
SCHEDULE
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wetzel, Lonas L. 21-12-0844
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
I Allied Interstate LLC-balance due for medical service on 2/7/2012 at Carlisle Regional 50.00
Medical Center
2 Allied Interstate LLC-balance due for medical service on 2/29/2012 at Carlisle Regional 123.04
Medical Center
3 Allied Interstate LLC-balance due for medical service on 311312012 at Carlisle Regional 55.93
Medical Center
4 Allied Interstate LLC-balance due for medical service on 411/2012 at Carlisle Regional 400.00
Medical Center
5 Allied Interstate LLC-balance due for medical service on 4/912012 at Carlisle Regional 400.00
Medical Center
6 Allied Interstate LLC-balance due for medical service on 5/23/2012 at Carlisle Regional 400.00
Medical Center
7 American Modern Home Insurance Company-mobile home insurance 46.67
8 Cardin& Miller Physical Therapy, PC-balance due on account 65.63
9 Carlisle Memorial Service-inscription on grave marker for Mary,owed before death 195.00
10 Carlisle Regional Medical Center-check written prior to death,clearing after death 69.84
11 Carlisle Regional Medical Center-balance due for medical service on 311312012 19.92
12 Century Link-phone service 77.70
13 Echostar Communications-check written prior to death,clearing after death 147.96
14 Forest Park-check written prior to death,clearing after death 225.00
15 Graham Medical Clinic-check written prior to death,clearing after death 33.96
Total of Continuation Schedule See attached page
TOTAL(Also enter on Line 10,Recapitulation) 3,263.94
(if more space is needed,additional pages of the same size)
Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-08)
Rev-1512 EX+(12-08)
SCHEDULE 1
pennsylvanla DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
continued
ESTATE OF FILE NUMBER
Wetzel, Lonas L. 21-12-0844
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
16 Hoffman-Roth Funeral Home&Crematory, Inc. -balance due for Mary's funeral services, 177.23
owed before death
17 J. L. Hardesty, M.D.-check written prior to death,clearing after death 37.00
18 Masland Associates-check written prior to death,clearing after death 50.95
19 Nationwide Insurance-automobile insurance 84.83
20 Robert C. Cairns,Tax Collector-check written prior to death, clearing after death 351.53
21 Salzmann Hughes, PC-reimbursement for payment to PPL for electric service 251.75
TOTAL(Also enter on Line 10,Recapitulation) 3,263.94
Copyright(c)2008 form software only The Lackner Group,Inc. Form PA-1500 Schedule 1{Rev. 12-08}
REV-1513 EX+(01.10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wetzel, Lonas L. 21-12-0844
RELATIONSHIP TO
NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
PERSON(S)RECEIVING PROPERTY (Words) ($$$)
DoNot List Tr s es
• TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
1 Martha Scherb Sister Schedule F-Item 1,736.43
770 S. Hanover St. I
Carlisle, PA 17013
2 Jolene Gregor Stepchild 114th Sch.G 27,447.91
1306 Dickinson Drive 114th Residue
Carlisle, PA 17013
3 Kimberly Wetzel Daughter 114th Sch.G 27,447.92
54 Media Rd. 1/4th Residue
Carlisle,PA 17013
4 Kenneth Wetzel Son 114th Sch.G 27,447.91
229 Meals Drive 1/4th Residue
Carlisle, PA 17015
5 Karon Keeseman Daughter 1/4th Sch.G 27,447.91
2129 Newville Rd. 1/4th Residue
Carlisle, PA 17015
Total 111,528.08
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appr o riate.
NON-TAXABLE DISTRIBUTIONS:
�• A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10)
WILL OF
LONAS L. WETZEL
1, Lonas L. Wetzel of Cumberland County, Carlisle, Pennsylvania,
declare this to be my last Will and hereby revoke all prior Wills and
Codicils.
1. l direct that all my just debts, funeral expenses, gravemarker
and administrative expenses shall be paid from my residuary
estate as soon as practicable after my death.
2. 1 direct that all inheritance, estate, transfer, succession and
death taxes of any kind whatsoever which may be payable
by real rn of my death shall be paid out of my residuary
estate.
3. 1 direct that my entire estate be distributed as follows:
A. 1 direct that my entire estate go to my wife, Mary E.
Wetzel.
B. Should my wife predecease me, I direct that 25% go
to Kimberly Wetzel, 25% go to Jolene Groger, 25% go
to Kenneth Wetzel and 25% go to Karon Keeseman.
C. Should any of my children predecease me their share
shall lapse and be divided into equal shares between
my surviving children.
4. 1 appoint Mary E. Weisel Executrix of this my last Will. if
Mary E. Wetzel should predecease me or cease to act in
such capacity, 1 appoint Kimberly vVetzel and Jolene Groger,
jointly.
5. The Executrix of this Will shall have the power to distribute
my estate in kind or in cash, or partly in either.
6. 1 direct that no Executrix acting under this Will shall be
required to enter bond in any jurisdiction.
IN WITNESS EREOF, have hereunto set my hand this
day of , 2010.
-e rs
LAW OFFICES OF
STEPHEN J. HQGG Lonas L. Wetzel __,
19 S. HANOVER STREET
SUITE 101
CARLISLE_PA 17013 � - [
Jr-
CD
-NO
The preceding instrument consisting of this and one other page
was on the day and date hereof signed, published and declared by Lonas
L. Wetzel as and for his last Will in the presence of us, who at his request,
in his presence and in the presence of each other have subscribed our
names as witnesses hereto.
WITNESS WIt NESS
LAN OI I J(LS OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE. PA 17013
ACKNOWLEDGMENT
State of Pennsylvania
ss
County of Cumberland
1, Lonas L. Wetzel, the Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified according to
law, do hereby acknowledge that l signed and executed the instrument as
my last Will, that I signed it willingly and as my free and voluntary act for
the purposes therein expressed.
Lonas L. Wetzel
Sworn to or affirmed and acknowledged before �}e by Lonas L.
Wetzet �Testator, this %day of ��" =;�>L(% '. , 2014.
tit3T;���#dl. ►L
H099,Notary PubNe
P?ira,Q"i berfand Co.PA Notary Public/Attorn, Y
FFIDAVIT
State of Pennsylvania
ss
County of Cumberland
We, 0".- L and the
witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified aeco=ding to law, do depose and say that
we were present and saw the Testator sign and execute the instrument as
his last Will; that the Testator signed willingly and executed it as his free
and voluntary act for the purposes therei'i expressed; that each
subscribing witness in the hearing and sight of the Testator signed the Will
as a witness; and that to the best of our knowledge the Testator was at
that time 18 or more years of age, of sound mind and under no constraint
or undue influence.
U I
Sworn to or affirmed and subscr'bed to before me by witnesses,
this f day of �., Z ' "f .{' '� 1'2Q-10.
NOTARIAL IAL SEAL
of'euf-s(A fi �3►nt�J.Hogg,Notary P4Wftary Public/Attorney
STEPHEN J. HOGG Flom,Cumberland Co.Phi
19 S. I IANO\'I=R STREET r; c. r .,<: 'v -,n;;Wember 3,2013 '.
SUITE 101
CARLISLE. PA 17013
SALZMAAW HUGHES, P.C.
334 ALEXANDER SPRING ROAD,SUITE 1
CARLISLE,PA 1 7013
(717)243-6333; FAX(71 71 249-7334
REPRESENTATION AGREEMENT
The firm of SALZMANN HUGHES P.C. agrees to represent Kimberly S. Wetzel
and Jolene M. Gregor, regarding the Administration of the Estate of Lonas L. Wetzel
based upon the following fee arrangements:
Fees will depend primarily upon the time, effort and work product expended on
your behalf and consideration of the issues and difficulties involved. We maintain time
records which you may periodically review upon request. You may also request an
itemized bill at any time. It is to be understood that during the course of the
representation, our time will be kept at the prevailing rate of the individual performing
the work. The billing rate is as shown on the Fee Schedule below. Time is billed hourly
in initial increments of fifteen minutes and each six minutes thereafter. All time
expended on your behalf will be recorded. This may include telephone conversations,
correspondence, drafting of documents, negotiations, legal research, court time,
meetings and appearances, travel, or any other work performed on your behalf. The
minimum fee for these services will be $1,500.00.
above appointment and agreement is hereby approved and accepted this
,,,,,The day of ? � b 4-- 2012.
SALZMANT UGHES, P.C.
B':
i
Jamey.. ug es, Esquire imberly W Wetzel,co-executrix
1
(Jolene M. Grego, co-Executrix
HOURLY FEE SCHEDULE
Partnerrate ................................................................................... $350.00
Senior Associate Attorney rate .................................................... $250.00
Associate Attorney rate ................................................................ $200.00
Law Clerk/Paralegal rate ............................................................. $150.00
Attorney in Charge .......................................................................James D. Hughes, Esquire
Invoiced amounts due within fifteen (15) days of date of invoice; a service charge of one and
one-half percent (11/2%) per month will be added if payment not received within thirty (30) days
from the date of invoice. Failure to timely remit payments will be grounds to suspend or cease
legal representation. Rates may change annually at the discretion of the firm.
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M&TBank
499 Mitchell Road,%[;I!sbor..,,.DE I Q(;(,6 Ad Ser,ices
Phone SH-502-1349
Fax (302)93d-2955
October 30.2612
Salzmann Hughes, P.C.
Attorneys at Law
354 Alexander spring Road, Suite 1
Carlisle, PA 17015
Re: Estate of Lonas L. Wetzel
Social Security: 182-22-5748
Date of Death: July 10, 2012
Dear Sir or Madam:
Per your inquiry on October 5, 2012, please be advised that at the time of death,the above-named decedent had
on deposit with this bank the following:
1. Type of Account Checking Account
Account Number 9854118180
OwnervIzip(Names of) Lonas L. Wetzel
Mcin,E. Wetzel - (11 C� 6 2c,1
Karon M. Keeseinan(POA)
KiniberlY S. Wetzel(POA)
Opening Date 12123P2010
Balance on Date of Death $3,885.50
Accrued $ .01
Total $3,885.51
2. Type of Account Stwing-v Account
Account Number 15004206816299
Oiozei-ship(Nantes of) Lonas L. Wetzel
Tamnz-v L Gitt(POA)
Martha Scherh
Opening Date 0911512000
Balance on Date of Death $3,472.82
Accrued hzterest $ .04
Total $3.472.86
3. Type of Account Savings Account
Account Nunn her 15004206816372
Ownership(A-Citnes of) Lowis L. Wetzel
Mai-v E Wetzel - A i k.,
Karon N1. Keeseinaiz(POA)
KimberlY S. W_-tzeI(POA)
Opening Date 01/01)PM1
Bakince on Date of Death S3,823.27
Accrued haerest $ 03
Total $3,823.30
For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds,
please call the Spring Green at 717-240-4525.
We were unable to locate any safe deposit box for the above-mentioned decedent.
This letter does not include any accounts in which the deceased may have been listed as Power of Attorney,Custodian of Uniform Transfers,
Representative Payee,or Trustee under a Written Agreement.
Sincerely,
Valarie Mercer
Adjustment Services
JONES & MARTIN AUCTIONS, LLC
Darryl Jones, Newville, PA.
SETTLEMENT STATEMENT
SALE NAME: C., , is
DATE OF SALE: r,c I L1
ADVERTISING EXPENSES:
Lancaster Farming
The Guide
News Chronicle
Valley Times
Franklin Shopper
Sentinel
Merchandiser
Other
Other
Sale Flyer Copies
Total Advertising Cost:
Total of Bidder Numbers +l
Total of Sale 141 0-0
Advertising Cosh i Oro
Auctioneer's °lo
Tent Rental
Portable Toilet Rental
Misc. Charge
Misc. Charge
Net Sale (after expenses) - Y -�C n ( .4 c)
Thank you for the opportunity to work with you and your family
Consignor Settlement
JONES & MARTIN AUCTIONS LLC
CO#: 1313
544 MOHAWK RD -
Newville, PA 17241 Date: 12/15/2012
Phone: 717-226-0776 Page: 1
Consignor: LONAS
Lonas Wetzel
Lonas Wetzel Estate
Auction: DECEMBER 15, 2012 BAKER
Lot# Description Quantity Unit Price Ext.Price Expenses
178 CLOTHES DRYER 1.00 45.00 45.00 0.00
_.-- -------- ------------ - ----- - - ----. . -- - - - --------- --- -- --- - - ---- -- -
179 MISC.PAPERS 1.00 7.00 7.00 0.00
--- ---------------------- --- - - . .---- --------- - -- - - - - - --
180 BASKET 1.00 1.00 1.00 0.00*
------------------------. - - - .--- ----- - ------------- - - -. -- - - - - --- ---- ----- - ,. ----
181 RUG BEATER 1.00 7.00 7.00 0.00*
---- -------------- ------- --- - -- --- ------------ - --- - - - .- ---- --- -- ---- - -- -
182 ----^ SLAW BOARD -- -- - - 1.00 4.00 4.00 0.00*
183 GLASS WATERER 1.00 5.00 5.00 0.00*
184 CLOVERDALE BOTTLE W/CORK 1.00 15.00 15.00 0.00*
- - -------------- --------- - .... -- - - - - - -- -- - - ---
185 GRANTIE POT&PRESSURE COOKER - - 1.00 2.00 2.00 0.00
186 PEPSICRATE 1.00 12.00 12.00 0.00*
----- ----------- ------ -------- --- - -- ---------------- - -- ----- -- -- - --- --- -------- -----
187 COOKIE CUTTERS 1.00 7.00 7.00 0.00*
----------- ----
188 TEAPOT 1.00 0.50 0.50 0.00*
189 HORN 1.00 7.00 7.00 0.00*
---------- ------- ------- -- - --- -- - ------ - - - - - -- . .. - - - -- - --- ---- -- -- --- -
190 RED WATER PUMP 1.00 25.00 25.00 0.00*
- -
- --- ----------- ---- - --- - - -- -- -- -- -------- --...--- --- - - -------------- - --- - -------
191 GRANGE COOKBOOK 1.00 5.00 5.00 0.00*
-------- _._ --------------------------- --- _ . - ----- -- - . - --..__ . ----- -
192 PINK GLASSWARE 1.00 10.00 10.00 0.00*
-- . . -- ------ --- - - - --- --- --- - -- .-_
193 SHOE LATHE 1.00 1.00 1.00 0.00*
------------ -------- --_ ---- - -- -- -- - --... ----- - - --- --- ------ ---------
194 PYREX BOWL 1.00 5.00 5.00 0.00
---------------- -------- -- - -- -- ----- .. -- - __------------ _.. - .. - - -- -- --- --- ------
195 JEWLERY BOX 1.00 1.00 1.00 0.00*
-- -- ------ ---- -- - - - -- --- .. . -- - _
------ -- ------- - - --- -
196 COOKWARE 1.00 1.00 1.00 0.00*
------- ---.. ---- --- -- -- - - - ----- ----------- -------- -_----- -- -------- -- -
197 TRAYLOT 1.00 7.00 7.00 0.00*
--- -------------- --- ---- ---- - ---- ---- - --- - --- -------- - ---------
198 RUGS 1.00 1.00 1.00 0.00*
--- -------- ---- - --- - - --- --- --- - --- --- --- - - - - -------- --
199 FIRE KING DISHES 1.00 0.50 0.50 0.00*
--- ---------- ---------- - - - - _ --- - ---- --- -- _ -- - --- _ . - - _ -- -------- ---...._
200 SMALL OVEN&TABLE 1.00 4.00 4.00 0.00*
311 ELK CREAMERS BY PC. 3.00 3.00 9.00 0.00*
------------ -- --- --- - --- -- ------------ ---- -------- - _--- - -- -------- ------ -- ---- - -
312 TRAYLOT OF FILES MISC. 1.00 2.00 2.00 0.00*
- -- - --- - ---- ------ - --- - -- - -- - - - - - ------- . - - _- ------ - -- --- - --
313 TRAYLOT OF PLIERS 1.00 12.00 12.00 0.00*
- --- ---- --------- -------------- - - ---. -- - -------- --- ----- -------- ----- ---- ------- - - --- -- -
314 WRENCHES, LOT 1.00 12.00 12.00 0.00*
---------------- --- . - - -- - -- ------ --
-- ----- ------- ------ - - -- ------ -
316 WORK TOOL BOX 1.00 1.00 1.00 0.00*
--------------------------- - _-- --_---- - ------- -----_...---.. ------
317 JIG SAW AND TROUBLE LIGHT 1.00 2.00 2.00 0.00*
Consignor Settlement
JONES & MARTIN AUCTIONS LLC CO#: 1313
544 MOHAWK RD
Date: 12/15/2012
Nemille, PA 17241
Phone: 717-226-0776 Page: 2
Lot# Description Quantity Unit Price Ext.Price Expenses
318 HAMMERS,MISC.LOT 1.00 7.00 7.00 0.00
319 BOXLOT WITH MISC. ITEMS, OILER 1.00 4.00 4.00 0.00
- --------- - - - -- -- - - - - - -- -- -
321 BOXLOT MISC.TROWELS,AIR GUN 1.00 17.00 17.00 0.00
322 CHOICE ON GRISWALD OR WAGNER SKILLET 1.00 22.00 22.00 0.00
- -- ------ ---- - - - - -
323 MISC. HARDWARE 1.00 3.00 3.00 0.00
324 SAW,TAPE AND MISC.BOXLOT 1.00 1.00 1.00 0.00
325 WAGNER AND#7 SKILLET 1.00 5.00 5.00 0.00*
326 MISC. RACHETS AND SOCKETS 1.00 8.00 8.00 0.00*
327 RUGS 1.00 2.00 2.00 0.00*
328 TOOL BOXES I2 1.00 0.50 0.50 0.00*
329 BOXLOT OF SAND PAPER 1.00 1.00 1.00 0.00
330 PEG HOOKS AND CLAMPS,MISC 1.00 2.00 2.00 0.00
331 MANGER SCENE 1.00 1.00 1.00 0.00
--- -- --------------- --- - - -------- -- -- - - ---- -- - - - - -
332 LITTLE SHOP VAC, STINGER 1.00 5.00 5.00 0.00*
_ ---- ---- - ---- - -- --
333 RED TOOL BOX,W NAILS 1.00 1.00 1.,00 0.00
---- - ------- ------------- -------------
334 BOXLOT WITH CLEANING SHOP STUFF, OIL 1.00 3.00 3.00 0.00*
335 CAR RAMPS 1.00 20.00 20.00 0.00*
336 BOXLOT MISC.WITH THERMOS AND OILER 1.00 1.00 1.00 0.00*
337 GREASE GUN AND MISC. BOXLOT 1.00 17.00 17.00 0.00
--------- ------- --- -- - - ---- --- - -- - --- _ . ---
338 LITTLE SHOP VAC 1.00 5.00 5.00 0.00
------ ----- - -- - - -- --- - - - --- - -------- ------
339 ORGANIZER WITH TOOLS 1.00 15.00 15.00 0.00
340 BOXLOT NAILS AND SCREWS 1.00 3.00 3.00 0.00*
341 TRAY FOR STOVE 1.00 1.00 1.00 0.00*
---- ----- -------- - -- ---.- ---_. __ .. _--- -
386 HANDICAP SCOOTER 1.00 100.00 100.00 0.00*
--------------- ------. ..---
387 HANDI CAP SCOOTER 1.00 110.00 110.00 0.00
388 SANGO HANDICAP SCOOTER 1.00 170.00 170.00 0.00*
--------- -- - -- - -- ------ -- --- --- - - - -- --------------
389 EDEN PURE HEATER 1.00 150.00 150.00 0.00
391 ITEM ON CART 1.00 4.00 4.00 0.00*
------- - ---. _-.-------
392 CABINET 1.00 4.00 4.00 0.00*
393 TREES 1.00 5.00 5.00 0.00*
394 BLUE RECLINER 1.00 30.00 30.00
395 STEP STOOL 1.00 5.00 5.00 0.00*
-- - - --- ---- - - ------ ----- - - - --- -
396 ROCKING FLORAL CHAIR 1.00 0.25 0.25 0.00
397 LAMP 1.00 3.00 3.00 0.00*
398 EARLY CHAIR 1.00 5.00 5.00 0.00
399 2 KITCHEN CHAIRS 1.00 15.00 15.00 0.00
Consignor Settlement
JONES & MARTIN AUCTIONS LLC
CO#: 1313
544 MOHAWK RD
Newville, PA 17241 Date: 12/15/2012
Phone: 717-226-0776 Page: 3
Lot# Description Quantity Unit Price Ext.Price Expenses
400 CLOTHES TREE 1.00 15.00 15.00 0.00*
401 IRON PATIO CHAIRS/2 1.00 50.00 50.00 0.00*
402 FILE CABINET 1.00 3.00 3.00 0.00*
403 STAND 1.00 3.00 3.00 0.00*
- - - -
404 OFFICE CHAIR 1.00 1.00 1.00 0.00*
405 WHEEL CHAIR 1.00 15.00 15.00 0.00
----- ------------------ - - - - - - - - --- _ .. - ------ - -
406 WALKER W WHEELS 1.00 22.00 22.00 -0.00
--- ------------------ -----------
------- ------------- -------- -- -- --- -- - ----- --- - - --
407 TRASH CAN 1.00 2.00 2.00 0.00*
408 HANDI CAP TOILET 1.00 2.00 2.00 0.00
409 WALKERS 1.00 5.00 5.00 - 0.00* -
-- ---------------- - --- -- - - -- --- ------ - - ---- -- ------ --
-
410 METALSTAND 1.00 2.00 2.00 0.00
- *
-- - - - - -- -- - --- - -- ------------ - -- -- - ----- - -
411 C HAIR 1.00 0.25 0.25 0.00*
_ ______ _ _ __ __ __ ___ ------- ------------------- - - - - - - -- --------
412 CABINET 1.00 1.00 1.00 0.00
414 DRESSER/MIRRO 1.00 25.00 25.00 0.00*
415 CABINET 1.00 4.00 4.00 0.00*
417 2003 WINDSTAR VAN W 74000 MILES 1.00 2,400.00 400.00 2,400.00 0.00
3000 BOX LOT 2.00 1.00 2.00
3001 BOX LOT 1.00 0.50 0.50 0.00*
3002 BOX LOT 1.00 1.00 1.00 0.00*
3003 BOX LOT 1.00 1.00 1.00 0.00*
3004 TV 1.00 0.25 0.25 0.00*
--- ---------------------------
3005 BOX LOT 2.00 0.25 0.50 0.00
3007 BOX LOT 1.00 3.00 3.00 0.00*
----- - ------- -- - ------ --- --- - --- - - ------- -
3008 PICTURE 1.00 2.00 2.00 0.00*
--- --- --- ----- - - - ------------------ -- -- ---- -
3009 COOLER 1.00 1.00 1.00 -0.00
------------- ---- --- -------
----- ---------------------- - - - -- - -- ---------- - ---
3010 GAS CAN 1.00 1.00 1.00 0.00*
--- ---- - - - --- - ---- ------ ------ - - - - - ---- -
3011 COOLERS 3.00 0.50 1.50 0.00*
------- -- -- - - ---- - - - - ------------- - -
3012 TOTES 1.00 1.00 1.00 0.00*
--- - - - -- - - ----- - ----- - - -- _ ---
3013 BOX LOT CLEANERS 3.00 0.25 0.75 0.00*
_
- -- ---- --------- -- - - -- - - ------- - -
3014 CARTLOT 1.00 0-.25 -- 0.25- 0.00*
-------- -- - ------ ---- - --- - - --------- --- - - - - -- ---- --- --- - -
3016 TV 1.00 5.00 5.00 0.00*
-
--------------- - . ----- --- --- ------------------ --- - - --- -
3017 BOX LOT 1.00 2.00 2.00 0.00*
---- --------- -- ---- - ------- - - -- ----------------- ---- - --- -- ---- - ------- -- ----------
3018 COMPUTER 1.00 1.00 1.00 0.00*
- ---------------------- --- --- -- -- ---- -------- --- - - - --------
3019 LAMINATOR 1.00 0.2 5 0.2 5 0.00*
---- - - - --------- - ---- - - ---------------------- -- - ---- - --- -------- ------ ----
3020 BOX LOT 1.00 0.25 0.25 0.00*
3021 BOX LOT 1.00 7.00 7.00 0.00*
Consignor Settlement
JONES & MARTIN AUCTIONS LLC CO#: 1313
544 MOHAWK RD
Newville, PA 17241 Date: 12/15/2012
Phone: 717-226-0776 Page: 4
Lot# Description Quantity Unit Price Ext.Price Expenses
3022 COOKBOOKS 1.00 5.00 5.00 0.00*
--- -- -- - - -- - - - ----- - - ----- --- ----- --- ------- - -- --- _
3024 BOX LOT-GLOVES 1.00 2.00 2.00 0.00*
3025 BOXLOT 1.00 3.00 3.00 0.00*
--- --_------ -._ __- -- --- -----
3026 BOXLOT 1.00 1.00 1.00 0.00
--- - - -------- -- - ---- -- - - --- - - - - - ----- ------- ---- _ . . - - - - -------- - -
3027 VAPORIZER 1.00 1.00 1.00 0.00*
--- - ------------------------- --- - - ------ ------------------- ---- -- - - -- --- - ---- --
3028 BOXLOT 1.00 2.00 2.00 0.00*
3029 PLANT STAND 1.00 0.50 0.50 0.00*
--- ----------- -- ---- ---- - --- ---- ---------- ------ -- -- - ------ - --
3030 BOX LOT PAINTS 1.00 0.50 0.50 0.00*
---- ------------- - - - ---- -- ---- ---- ---- -------- - -- -- - . --- ---- - --
3031 METAL BASKET 1.00 0.25 0.25 0.00*
-------------- _- - -- - - ------ ---------------- - - - - - - -- - - - - --- - -
3032 WASTE BASKETS 1.00 0.25 0.25 0.00*
3033 TUPPERWARE 1.00 3.00 3.00 0.00*
3034 TAPES 1.00 5.00 5.00 0.00*
------------ ----- - - - - ---- - ---------------------------------- --- - ------------- -
3035 SUITCASES 2.00 1.00 2.00 0.00*
--- - ---------- --- ------------------------- -------------- --
-- - - - - -- --- ------- - - - --
3036 BOXLOT 1.00 1.00 1.00 0.00*
-- -- - ---------- --- ----- ---- -- - - ------------- -------- - - - - -- -- - ---- ----- --
3037 BOX LOT 1.00 1.00 1.00 0.00*
---- ------------ --- -- ------- --- -- - --- --------- -- - --- - -- - -- - -- - -
3038 IRON BOARD 1.00 0.2 5 0.25 0.00*
----- ----------- ----- --------- -- -- - --------- ---- - - - --------
3039 BOXLOT 1.00 0.25 0.25 0.00*
--- - -------- - --- - - --- --- ------- ------------------ -- - - - -- - - -- - --------- ----- - - --
3040 BOX LOT 1.00 0.25 0.2 5 0.00
3041 BOXLOT 1.00 0.25 0.2 5 0.00*
-------- - - - -- - - -- -
3042 LIGHT 1.00 0.25 0.25 0.00
3043 CLOTHES PINS 1.00 0.25 0.25 0.00*
---- - - - - - ---- -------
-- ------- - - --- - - --
3044 ROASTER 1.00 7.00 7.00 0.00*
--------------- ------- -- -------------- --- -- - -- -- - - --- ---- -----
3045 SHEETS 1.00 4.00 4.00 0.00*
-------------------------- --- -- ------------------------------- - - - --- ---- - --- ------------ ------- - - - -
3046 JARS 1.00 3.00 3.00 0.00*
3047 BOXLOT 1.00 1.00 1.00 0.00*
----------- --- ------ - - -- - ----------------------- --- --- --------
3048 BOX LOT 1.00 2.00 2.00 0.00*
------- ---- ----- ----- -------- - -- - -- -- -------- -- -. -- - --- -- ._. - - -- ----
3049 JARS 1.00 1.00 1.00 0.00*
3050 BOXLOT 1.00 1.00 1.00 0.00*
----------- ------- ---- --------- - -- - - --------- - _ _._ - - - -------- -- ----- -
3051 BOXLOT 1.00 1.00 1.00 0.00*
3052 MIXER 1.00 1.00 1.00 0.00*
--- ------- - - ----- - -- --- --------------------------------- --- -- - -- ---- -- -- -----------
3053 BOX LOT 2.00 0.2 5 0.50 0.00
3054 BOXLOT 2.00 0.50 1.00 0.00*
---- - ----- ---- -- ------------ -------- ------ ---------------- - -- -- -- . - - - ------ --------------
3055 BOX LOT 1.00 0.25 0.25 0.00*
3056 PANS 1.00 5.00 5.00 0.00*
3057 CARDS 1.00 5.00 5.00 0.00*
------------- -- - -- -------- - ----- ---- --- -- ------------------------ . -- --- --------------
3058 BOX LOT-BLANKETS 1.00 4.00 4.00 0.00*
Consignor Settlement
JONES & MARTIN AUCTIONS LLC
CO#: 1313
544 MOHAWK RD
Newville, PA 17241 Date: 12/15/2012
Phone: 717-226-0776 Page: 5
Lot# Description Quantity Unit Price Ext.Price Expenses
3059 BOX LOT 2.00 3.00 6.00 0.00*
3060 BOX LOT 1.00 2.00 2.00 0.00
-- - - - -
---- -- - -- -- - - - - - - - - ---
3061 BOX LOT 1.00 1.00 -1.00- - 0.00*
-- ----- ------- - -- _. --- -- ----- - -- --
3062 PANS 1.00 1.00 1.00 0.00*
- -- -------- -- --------- --- - ----- - -- - ----- - -- - -- -- - ----
3063 HATS 1.00 0.25 0.25 0.00
------- - -- - - --------------- --- ---- - - -- - - - --- --
3064 BOX LOT 1.00 0.2 5 -0.-25 0.00
3065 BOX LOT 1.00 0.25 0.25 0.00*
- ---- -- ----- - ------- - -- -- - - ---- -- -----
3066 BOXLOT 2.00 0.25 0.50 --0.00*
--- -------- ------ ------- -- - - ------ ------- ------- -- --- - - - -- - - -
3067 BOXLOT 1.00 0.50 0.50 0.00*
3074 BATTERIES 2.00 4.00 8.00 0.00*
3075 KEROSENE 1.00 12.00 12.00 0.00*
3076 GRASS SEED 1.00 0.50 0.50 0.00*
--- --- --- - - -- - - - - -- - - - -- -- ----- ------ - -- - -- -
3077 CHOICE ON CART 1.00 3.00 3.00 0.00*
3078 CHOICE ON CART 3.00 1.00 3.00 0.00
------ - -- -- -- - - - -- ---- ----- - - - -. -- - --- -
3079 CHOICE 1.00 1.00 1.00 0.00*
- - ------------- - -- --- - -- -- - - ------ ----- -- --- ---- . - - -- -- -- --- - -- -
3080 CART LOAD 1.00 0.50 0.50 0.00
3081 CHOICE ON CART l.-00 00 22.00- ------22.00 0.00*
--------- -- -- ----- ------ ---- -- - - -- - - - --- ---
3082 CHOICE-ON.CART 1.00 4.00 4.00 0.00
3083 CHOICE ON CART 1.00 3.00 3.00 0.00
3084 CHOICE 2.00 3.00 6.00 0.00
- - ------------ - -- -- - - ----
3085 CHOICE 2.00 3.00 6.00 0.00*
--------- --- - - -------------- - --- - -- - - - --- -----. ..
3086 CHOICE 1.00 3.00 3.00 0.00*
------ -- ------------------ - ---- -- ---- -
- --------- ------ --- - --------- -
3087 CHOICE 1.00 0.2 5 -0.2 5 0.00
-- ---- --- ---- -------- ---- - - - -- - -- -
3088 AIR COMPRESSOR 1.00 40.00 40.00 0.00*
___ ______ _ ___ _ _ ____ -- --------- - -- -- - - --- - ---- - -
3089 WINDMILL 1.00 27.00 27.00 0.00
3090 CRAFTSMAN MOWER,AS IS 1.00 50.00 50.00 0.00
3091 HUSKEE MOWER 1.00 25.00 25.00 0.00*
--- - ---- - - - - - -------- - - - -- ----- - -- --- -
3092 WAGON W/RAMPS 1.00 70.00 70.00 0.00
3093 RACK 1.00 12.00 12.00 0.00*
-------------- -- -- - ------------- ._ . - ---- --- -- -- - -------- - -
------- --------- -- ---- -
3094 CHOICE 1.00 3.00 3.00 0.00*
-------- - - --- - -- - ------ -- --- --------------- - - - - - -- ---- ----- - -
3095 CHOICE 1.00 2.00 2.00 0.00*
------- --- - ------ - - --- - -- ----- --------------- - --- - - -----------
3096 CHOICE 1.00 1.00 1.00 0.00*
- - ------------------ ------- - _ . -- --- - - --- - -- --------
--
3097 CHOICE 2.00 0.50 1.00 0.00
3098 WHOLE CART LOAD 1.00 2.00 2.00 0.00
3099 CHOICE ON CART 1.00 5.00 5.00 0.00*
_ ____ ___ ___ - ------ - -- - --- ----------------- --- - -- ------- - - --- ------ ----- -
3100 PROPANE TANK 1.00 1.00 1.00 0.00*
Consignor Settlement
JONES & MARTIN AUCTIONS LLC CO#: 1313
544 MOHAWK RD
Newville, PA 17241 Date: 12/15/2012
Phone: 717-226-0776 Page: 6
Lot# Description Quantity Unit Price Ext.Price Expenses
3101 ROLLER STAND 1.00 3.00 3.00 0.00*
3102 STAND 1.00 1.00 1.00 0.00*
3103 CHOICE ON CART 2.00 7.00 14.00 0.00*
3104 CHOICE ON CART 1.00 0.50 0.50 0.00*
3105 HAMMER 1.00 1.00 1.00 0.00*
3106 DRYING RACK 1.00 1.00 1.00 0.00
3107 SINGLE BED 1.00 1.00 1.00 0.00
3108 SEWING MACHINE 1.00 70.00 70.00 0.00
3110 STOOL 1.00 4.00 4.00 0.00*
3111 STOOLS 1.00 5.00 5.00 0.00*
--- ---------- -- _._ - - . - ------- - -- -- ----- - -- - - -----
3113 SM. ROCKER 1.00 25.00 25.00 0.00*
3114 SEWING BASKET 1.00 1.00 1.00 0.00*
3116 DROP LEAF TABLE 1.00 2.00 2.00 0.00*
3117 TRAY TABLE 1.00 5.00 5.00 0.00*
-- -- ---- - ---- -------- -- -- - ----- -- - - --------- -- - - --
3118 STOOL 1.00 3.00 3.00 0.00*
- - .- ------ . ------------ ----- ------ ---- ---------------- - ------ -
- - - - - -
3119 CRAFTSMAN MOWER 1.00 80.00 80.00 0.00*
3120 TOOLS 1.00 5.00 5.00 0.00*
Total Quantity: 210.00
Total Invoice Sale Price: 4,148. 50
Total Due to Consignor: 4,148.50
"CO Balance Adjustment: ( 4,148. 50)
Total Payments: 0.00
Balance: $0.00
Inventory Remaining For This Consignment Order
COMMISSION SETTINGS
Calculate Commission By: Consignment Order
Commission Structure Type: Fixed
Any Amount $0
Thank you for your business, it has been a pleasure working with you!
Jones and Martin Auctions
The sound that sells!
SETTLEMENT STATEMENT
March 9, 2013
Estate of Lonas L. Wetzel TO Dava R. Eeltz
Property located at 211 Meal Drive, Carlisle, PA 17015
2006 Skyline Birchfield 28'x44' manufactured home VINE 49110502UAB
Dava R. Beltz
Sale Price _ $37,500.00
Deposit to Wolfe and Company - 500.00
Balance of Down Payment to 21St Mortgage Corp. - 7,000.00
Unpaid Cash Balance $30,000.00
Origination Fee to 21" Mortgage Corp_ + 1,220.32
Insurance Premium to American Bankers + 459.00
Doc Prep Fee to 21St Mortgage Corp + 40.00
Title/Lien Fee + 27.50
Courier Fee + 20.00
Flood Certification Fee + 8.00
Credit Report Fee + 1.50
Unpaid Balance $31,776.32
Prepaid Finance Charges (Flood Cert,Origination Doc Fees) - 11268.32
Amount Financed $30,508.00
Balance Processing Fee to Kristi Shields ($375.00)- <P.O.C.>
Broker Fee to ERA lack Gaughan ($195,00) <P.O.C.>
Closing Argent Fee to Lia Pritts ($195.00) <P.O.C.>
Pro rations TO Sellers($198.52) <P.O.C.>
Estate of Lonas L. Wetzel
00
Sale Pace $37,500.
Commission to olfe and Com an 1.S00.00-
W
Commission to ERA Jack Gaughan - 1 50000
1000'00
Seller Assist TO Dava R. Beltz
to American Horne Shield - 420,00
Home Warrant
$33,080-00
Proceeds TO Seflers <P.O.C.>
Pro-rations TO Sellers 198.52
Property Tax/Lot Rent Pro-rations $ 07.78
CountylTwp Tax (3/9 13-12 31 13) TO Sellers 110 74
School Tax 3 9 13-6/30 13 TO Sellers 198.52
Total Pro-rations Due TO Sellers
Seller Initia
Buyer Initials Page 1 of 2
Allianz Life Insurance Company
of North America Allianz �
PO Box 561
Minneapolis,MN 55459-0060
ESTATE OF LONAS L WETZEL
C/O SALZMANN HUGHES PC
354 ALEXANDER SPRING ROAD SUITE 1
CARLISLE PA 17015
RE: Contract# DA232156 - LONAS L WETZEL
Dear Salzmann Hughes Pc:
This letter is in response to the correspondence we received on October 25, 2012.The information
requested by you is provided below:
• The named beneficiaries on the above mentioned variable annuity contract are Kimberly S.
Wetzel, Jolene Gregor, Karon Keeseman and Kenneth Wetzel.
• As requested, the value of the above contract as on July 10, 2012, date of death, was$25,114.17.
• The death benefit has already been paid out on the above contract and the contract has been
closed.
Should you have any questions or require assistance regarding your claim, please contact Allianz Life at
800/624-0197, between 8:00 a.m. and 5:00 p.m. CST, Monday through Friday. You may also contact the
registered representative, Laurie L. Lake, at 717-243-8777.
Sincerely,
Allianz Claims Department
CC: LAURIE L LAKE
Issued by Allianz Life Insurance Company of North America and distributed by its affiliate,Allianz Life Financial Services,LLC,
member FINRA,5701 Golden Hills Drive,Minneapolis,MN 55416-1297.800.624.0197 www.allianzlife.com
Please send all correspondence to Allianz, PO Box 561,Minneapolis, MN 55440-0561
CL104 (R-12/2009)
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From: TemrnySiegri»t
Sent: Thursday, (]ctoterD4. Z0IJI2:37PKJ
To: TamrnyS(eghst
Subject: FVV: 3cherb check; Lonas Wetzel Account info
Hi again,
I will betaking care of the IRA here and distributing the monies to the 4 beneficiaries, either in cash ortoa
newly established beneficiary IRA for the beneficiary. The 4 beneficiaries are Karon Keesarnan, Kim Wetzel,
Ken Wetzel, and Jolene Gregor, all 25Y6each. They may choose individually to take either the cash or
transfer toan inherited IRA for themselves.
The DOD values for Lmnas's 2 accounts are:
7/lO/23 - $ 2G,780.I2— IRA
$ 35,839'6,1— Individual account
I will try toemail you the 4 requested statements. Do you also need them for Martha's estate settlement or
just for &onas^?
Ido not need a letter requesting the DOD values. / understand that you need them.
I will work on getting you the Lonas 3 statements requested and please let me know if you also need for
Martha.
Thanks, Tammy!!
Laurie
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