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REV-'1500 Ex(�,�
OFF,"Cod USE ONLY
PA Department Individual of Revenue Pennsylvania cQ,,ny cone rear Fnn Nmr3er
Bureau of lndmidual Taxes
PO BOX2b050t INHEFtiTANCE TAX RETURN 21
Harrisburg,PA 1712a-0501 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
02 22 2013 09 28 1959
Decedent's Last Name Suffix Decedents post Name MI
NEWCOMER THERESA M
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffx Spouse's First Name MI
NEWCOMER JEFFREY L
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL INAPPROPRIATE OVALS BELOW
1. Original Realm rr� 2 StiWeN�ttal Rehm 3. Remainder Return(date of death
pim to 4"tinuted Estate 1_t 4a"( tleas, -r2-12"azi 5. FederA EStalaTex Refimt Roluxed
s yV1a:A Cwfrdv 7. Deced tN JntivicayTnmt __T B. Total Number of Safe Deposit Haws
9.CNga1"im Pmcfvis Received a� St EledimtotvrinderSm0113R
(Attics Sch.O)
CORRESPONDENT-THIS SECTION MUST BE COLLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED To_
Name Daytime Telephone Number
JERRY A WEIGLE ESQUIRE 717 532 7388
REOISImJ2@Fwn-LsbdEO Yrn
ED C3
First line of address M z C> C� -C-[ -V
125 EAST KING STREET a rlt
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Second One of address o
D FtL END r r n
city of Post Office Sae 23P Code
SHIPPENSBURG PA 17257
Correspondent's e-mail address-
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51�T OFPERSaNRESPONSMLEFORFd.Nt6REWRN OATS
7
>� J, � �GI rY•, Jeffrey L Newcomer
SIGNATURE OF OTHER THAN REPRESENT,AT/�yE DATE
�� \ LlV Jetty A Weigle Esquire /l—'L/—/3
126 East lung Street,Shippensburg,Q17257
V
Side i
1505610143 1505610143
J 1505610243
REV-1500 EX
Decedent's Sodal Security Number
Damdnr0s ^m Newcomer,Theresa M.
RECAPITULATION
1. Real Estate(Schedule A)..........................................................._°----.............-'-- 1.
2. Stocks and Bonds(Schedule B)....................'--............----...................................... 2.
3. Closely Held Corporation.Partnership or Sole-Proprietorship(Schedule C)...------ 3.
4. Mortgages&Notes Receivable(Schedule D)........................................................ 4.
5- Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 689.85
6. Jointly Owned Property(Schedule F) PX Separate Billing Requested............ 6. 925-00
7. Infer-V vos Transfers&Miscellaneous robate Property
(Schedule G) U Separate Biting Requested----------- 7-
8. Total Gross Assets(total Lines 1-7)...................................... 8- 1,614.85
9. Funeral Expenses&Administrative Costs(Schedule H)....................................... 9. 5,239-40
10. Debts of Decedent,Mortgage Liabilities.&Liens(Schedule 1)................_---._....- 10- 260-28
11. Total Deductions(total Lines 9&10)-----------------------.................................-........ 11. 5,499- 68
12. Net Value of Estate(Line 8 minus Lute 11).......................................................... 12 -3,884-83
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)----------------------------------------------- 13-
14. Net Value Subject to Tax(t.ine 12 minus Line 13)----------------------------------------------- 14. -3,884. 83
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 0.00 15. 0.00
16. Amount of Line 14 tam ble 0_OO 16- 0_O0
at fineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X.12 0. 00 17. 0.00
18. Amount of Line 14 taxable
at collateral rate X-15 0. 00 18. 0.00
19. Tax Due............................................................................................................ 19. 0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. rl
Side 2
L 1505610243 1505610243 J
REV-1500EX Page 3 File Number 21
Decedents Complete Address:
DECEDENT'S NAME
Newcomer,Theresa M.
STREETADDRESS
Episcopal Squares
101 N.Prince Street
CITY ___TSTATE ZIP
I Shippertsburg PA 17257 J
Tax Payments and Credits:
I- Tax Due Wage Z Line 19) 0) 0.00
2. CredWPayments
A. Prior Payments
B. Discount 0.00
Total Credits(A +B) (2) 0.00
3. Interest (3)
4. If Line 2 isgreaterthan Una I+Line 3,enterthediffennice. This is the OVERPAYMENT- (4)
Checir box on Page 2 Line 20 to request a refund —
5_ If Una I+Une3 is greater than Line Z enter the difference. This is the TAX DUE. (5) 0.00
Make Check Rayable to: REGISTER OF VWLLS,AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"VIN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: yes No
a. retain the use or income of the property transferred:---..._.._...._........_......._...........___........_1.__ ❑ W
b retain the rigid to designate who shah use the propertybansferred wits .............__... ❑ ❑
c. retain a reversionary interest;or......____............._.......-------__-----------........................................_.... ❑ 61
d. receive the promise for rife of either payment,benefits or care?......._.........................'°..............___ ❑ W
Z If death occurred after December 12,1982,did decadent transfer property within one year of death without
receiving adequate consideration._.............._'------......_.--------.........------ ---------
3. Did decedent awn an tin trust fra" or payable upon death bank account or security at his or her death?....... ❑ Fx]
4- Did decadent own an Individual RetiriarrientAcoount,annuity,"other non-probate property which
contains a beneficiary designation?............._...........__............__.........._............... ❑ [A]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE 6 AND FILE IT AS PART Or THE RETURN.
For dates of death on or after July 1.1994 and before Jan.1,IM,the tax rate Imposed on the net vatue of transfers to or for the use of the surviving
spouse is 3 percent[72 P.S.§9116(a)(11.1)@1
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
V2 P.S.§9116(a)(1.1)(n)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 of death on or after July 1,2000:
- The tax rate Imposed an the net value of transfers from a deceased child 21 years of age or younger at death to or for the use or a natural parent,an
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)t
.The tax rate imposed an the net value of transfers to or for the use of the decedents lineal beneficiaries is 4.5 percent except as noted in
72P,S-§9116 129)(7213.&§9116(a)(`!)].
.The tax rate imposed on the net value of transfers to"for the use of the decedents siblings is 12 percent 172 P.S.§9116(a)(1.3)]. A
sibling is defined under Section 9104 as an individual who has at least one parent in common with the decadent,whether by blood or adoption.
�'- Pr-1508 EX-(SIM)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
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ESTATE OF (FILE NUMBER
Newcomer,Theresa M. 21
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PhOPedrfbhdYOwPed se'e�me din 0f9YV111N5ihiP�ms[he Tsdasraon shfiedude F.
ITEM -VALUE AT DATE
CBE DESCRIPTION of DEATH
1 Patriot Federal Credit Union Draft Account(25) Acct)ODOOD(2066 684.85
2 Patriot Federal Credit Union Prime Share(00) 5.00
TOTAL(Also enter on Line S.Recapitulation) 689.85
(Irmae space is needed,aaai tonal pages of the same size)
Copyright(c)2002 form software only The Lackner Group.Ina Form PA-0500 Schedule E(Rev.6A8)
Rer-1509IX+(6A8)
SCHEDULE F
JOINTLY-OWNED PROPERTY
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ESTATE OF FILE NUMBER
Newcomer,Theresa M. 21
nan. ..mmorespudwld& ons eeQ
SURVMNG JOINTTENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Daurilyn E.Peters 150 West North Street Daughter
Waynesboro,PA 17268
B.
C.
JOINTLY OWNED PROPERTY:
NAME DESCRIPTION OF PROPERTY %OF OATE��ATM
flBd FORL�JO DATE
MADE INCLUDE
tnmo>En oa sa�ae oexr&rm�xun�st r DATE OF DEATH INTEREST of VALUE OF
NUMBER TENANT JOINT JDNMY44EM REAL ESTATE. ALUE OF ASS
1 A 1993 Plymouth Sundance 4-door 1,850.00 50.000% 925.00
TOTAL(Also enter on Line 6,Recapitulation) 925.00
(1f more Is needed.addSonal pages of the same=e)
Copyright(e)2002 form software only The Lackner Group,Inc. ' Form PA-1500 Schedule F(Rev.6-98)
REV-1157 IX*(10-061
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Newcomer,Theresa M. 21
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 5,074.40
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representatives) .
Street Address
City State. 2m
Yeartsl Commission oaid
2. Attomev's Fees Weigle&Associates,P.C. 150.00
3. Family Exertrption: (if decedent's address is nut the same as daenanfs,attach explanation)
Claimant
StreetAddneis
City state zM
Relationshfu of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Regan Preparers Fees
7. Other Administrative Costs - 15.00
See continuation schedule(s)attached
TOTAL(Also enter on line 9,Recapitulation) 5,239.40
Copyright(c)2009 forth software only The Ladmer Group,Inc. Forth PA-1500 Schedule H(Rev.10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Newcomer,Theresa M. 21
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
i Hollinger's Funeral Home 2,157.40
2 Hollingees Funeral Home-Um 365.00
3 Parldawn Memorial Gardens-Interment 895.00
4 Partdavm Memorial Gardens-Bronze Plaque 1,657.00
H-A 5,074.40
Other Administrative Costs
5 Cumberland County Courthouse-Filing of insolvent Return 15.00
H-B7 15.00
i
Copyright(c)2002 tone software only The Ladner Group,Inc, Form PA-1500 Schedule H(Rev.6.98)
S Rev-0572IXs(t2�a)
SCHEDULE f
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
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R�merroer�arr
ESTATE OF FILE NUMBER
Newcomer,Theresa M. 21
Report derLa hxacredhY the decederapdarto death dwrenu&md urge aI the dale ofdeath,hxlvdmg unremnburwdmediW eaperses
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Credit Collection Services-Nationwide Insurance 47.67
2 Johns Hopldns Hospital 39.94
3 Penelec-Electric Bill 172.67
TOTAL(Also enter on Line 10,Recapitulation) 260.28
(If more spare is needed•additional pages of the same sae)
Copyright(c)2009 forrn software only The Lackner Group,Inc Form PA4600 Schedule 1(Rev.12-08)
Patriot
FEDERAL CREDIT UNION
Catch the Spxdtof hn=dWFmd=
October 7, 2013
Weigle & Associates, P.C.
Attorneys-at-Law
126 East King Street
Shippensburg, PA 17257-1397
RE: Theresa M. Newcomer Estate
To Whom It May Concern:
I am writing in regards to your request for date of death values on the above referenced
member. This account was in the sole name of the deceased.
Account Date of Interest Accrued Open Date
X2066 Death Principal Rate Interest to DOD
Prime Share (00) $5.00 0.15% $0.00 04/18/2002
Draft Account (25) $684.85 0.00% $0.00 04/18/2002
If you have any questions with regard to the above balances, or need additional information,
please contact a Membership Officer at 717-263-4444.
Sincerely,
Patriot Federal Credit Union
LAST WILL AND TESTAMENT
I, THERESA M. NEWCOMER, of 303 North Fayette Street, Apartment 7, Cumberland
County, Borough of Shippensburg, Pennsylvania, being of sound mind, memory and
disposition, do hereby make, publish and declare this my Last Will and Testament,
hereby revoking and making void all wills by me at any time heretofore made.
FIRST. I order and direct the payment of all my just debts and funeral expenses as
soon as may be convenient after my decease..
SECOND. I give, devise and bequeath all my estate, real, personal and mixed,
whatsoever and wheresoever situate, to my beloved husband, JEFFREY L. NEWCOMER,
absolutely.
THIRD. In the event my said husband should predecease me or is not living on the
thirtieth (30) day following my death, I then give, devise and bequeath my said
estate to my children, on a per stirpes distribution basis.
FOURTH. In the event that any beneficiary of this my Last Will and Testament is
under the age of twenty-two (22) years, I then give and bequeath said beneficiary's
share to and appoint as Trustee of any property which passes under this Will or
otherwise, my brother-in-law, CRIST NEWCOMER, of 3120 Spring View Drive,
Chambersburg, Pennsylvania, AS TRUSTEE, NEVERTHELESS, to invest and re-invest the
same until the said beneficiary reaches the age of twenty-two (22) years, with the
following powers in addition to those presently given by law:
A. The power to expend the income towards the health, support and maintenance,
and education, including a college (both undergraduate and graduate),
trade, business or technical school education, of the said beneficiary;
J 6i 1�f DA-4- M . � `�-z'� (SEAL)
MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 115 EAST KING STREET - SHIPPENSDURG. PA. 17257 !
B. The power to expend the principal, within the discretion of the said
Trustee, if the income is insufficient, towards the health, support and
maintenance, and education, including a college (both undergraduate and
graduate) , trade, business or technical school education, of the said
beneficiary;
C. The power to sell any and all real estate, within the discretion of the
said Trustee;
D. The power and obligation to distribute the balance of principal and
interest, if any remaining, when the said beneficiary reaches the'age of
twenty-two (22) years, without the necessity of a formal adjudication of
the Trust Account in the Court of Common Pleas of Cumberland County, upon
the receipt of a good and valid release;
E. The principal of the Trust and the income therefrom shall be free
from the debts, liabilities, and engagements of those beneficially
interested therein, and shall not be subject to assignment by him or her,
nor to attachment or execution under any legal, equitable or other process
for the enforcement of judgments or claims of any sort against them, either
individually or collectively;
F. In the event the above-mentioned Trustee is unable to accept the
Trusteeship, I then name, constitute and appoint DENNIS H. MATHES of 210
Means Hollow Road, Shippensburg, Pennsylvania, as Trustee, with the same
powers hereinbefore stated.
FIFTH. I nominate, constitute and appoint GEOFFREY SCOTT GREINER and ELIZABETH
GREINER of 11 Julie Terrace, Littitz, Pennsylvania, as the Guardian of my minor child
or children, if such is convenient to them, both financially and physically; and if
they be unable to perform the duties of the Guardian of the persons, I then request
KAREN LOUISE�GENTZLER of, Shippensburg Mobile Estates, Shippensburg, Pennsylvania, to
be the Guardian of the persons of my minor child or children.
SIXTH. I nominate, constitute and appoint my husband, JEFFREY L. NEWCOMER, to be
the Executor of this my Last Will and Testament; if he be unable to fulfill the
duties of Executor, I then nominate, constitute and appoint. CRIST NEWCOMER to be the
Executor of this my Last Will and Testament. �f®
MARK. WEIGLE AND PERKINS - ATTORNEYS AT LAW - 115 EAST KING STREET - SHIPPENSBVRG. PA. 17257
ggUCLi.L'TOLD riT 1:pR <r_r
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SEVENTH. I direct that neither my personal representatives nor Guardians shall be w
required to give bond for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I, THERESA M. NEWCOMER, have hereunto set my hand and seal
to this my Last Will and Testament, written on three pages, the first two pages
signed for identification only, this (; if- day of fuAlt 1989.
(SEAL)
This instrument was by the Testatrix, THERESA M. NEWCOMER, on the date hereof,
signed, published and declared by her to be her Last Will and Testament, in our
presence, who at her request and in her presence and in the presence of each other,
we believing her to be of sound and disposing mind and memory, have hereunto
subscribed our names as witnesses.
l-
COMMONWEALTH OF PENNSYLVANIA :
SS.
COUNTY OF CUMBERLAND
I, THERESA M. NEWCOMER, the Testatrix whose name is signed to the foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will; that I signed it willingly; and
that I signed it as my free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged
before me by THERESA M. NEWCOMER, Fhe Tes
this G4�\ day of SUNG 1989:. NWARIALWAL
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MARK. WEIGLE AND PERKINS — ATTORNEYS AT LAW — 115 EAST KING STREET — SHIPPENSBURG. PA. 17257
I
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
We, 7nn& C-A- &Jq ml and 4 �
12Z
the witnesses whose names are signed to the foregoing instrument, being 4duly
qualified according to law, do depose and say that we were present and saw THERESA M.
NEWCOMER, Testatrix, sign and execute the instrument as her Last Will; that she
signed willingly and that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and sight of the
Testatrix signed the will as witnesses; and that to the best of our knowledge the
Testatrix was at the time eighteen (18) or more years of age and of sound mind and
under no constraint or undue influence.
hnn dn_ A
Sworn or affirmed to and subscribed
before e }
and >
witnessdss, this Gd4. dIry o
1989.
MARL&SEAL
~^v ShbPVb XQ.PA Wnbeaand county
My C nXnbW t&OftOC"w 28, 1889
MARK. WEIGLE AND PERKINS - ATTORNEYS AT LAW - 115 EAST KING STREET - SMPPENSBURG. PA. 17257
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