HomeMy WebLinkAbout02-0774PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Beulah I. Whisler
also known as
Deceased.
Social Security No. 202-05-9688
No. 21 • d2 • '1'1 y
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executor named
in the last will of the above decedent, dated June 25 , 19_x_
and codicil(s) dated N/A __
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h_ last family or principal residence at ? 1(1 R; g_~pri ng Road Newville West Pennsboro
Township
(list street, number and muncipality)
Decendent then 89 ye r f age, died August 12 ~g ~~~2
at Green 'Ridge-Village, ~.~(~ Big Spring oa ewvi e,
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: Decedent was married to Kenneth Whisler. He died on November 3]!., 1972.
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF CnmhPrl anc~
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 ttie knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well a truly administer the estate according to law.
Sworn to or affirmed and subscribed ~ ~LJ ~ 'G~"`-'--~ ~
before me this 26th day of ~
%9I 2002 a
~o
~~. C Register
$ 45,000.00 _
No. 21-~~.11~
Estate of Beulah I. Whisler
Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW AUGUST 26 2002
the reverse side hereof, satisfactor -2DA2, to consideration of the petiticn on
IT IS DECREED that the instrument sodate ing been presented before me,
described therein be admitted to probate and filed of record as the last will of Beulah I. Whisler
and Letters Sesta_ m n~ r _~_
are hereby granted to Richard L. Whisler
FEES
Probate, Letters, Etc.......... S 80.00
Short Certificates( ) .......... ~ 9.00
rdaxl>attx. extra. wages.. S 6.00
JeP ~ 5.00
TOTAL _ x_100.00
Filed .. 8-26-2002
mailed to~atty~6-26-2b02~~~~'~
' - /~
aCt g Register of Wills ~ /J
Richard L. Webber, Jr. //49634
ATCORNEY (Sup, C[. LD. No.)
126 East King Street
^t.
.4DDRES~--
(717)532-7388
PHONE
~ . - ~ ~,i _,,. r I_~,rau)rion i1e)e ~i~len is correctly copied from an original certifi~a(~~ , f1,~1_ dit ~~:~~? I I
i <1..1 Z •.;i:,; ( i ` ; nr .~i(.~I ~ertific<)re will he forwarded to the State 1'iral Rec{~rds Office t(~( ,~~';O , •,:~,r 1)lin
1~VARr~ING: It is illegal to duplicate this copy by photostat or photogr~p~s,
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COMMONWEALTH OF PENNSYLYANIA • DEPARTMENT OF HEALTH • V)TAL RECORDS
CERTIFICATE OF DEATH
NAME OF DECEDENT {Fns. Mdda. Lail SEX SOCIAL SECVRITY NUMBER _ DATE OF DEATN,MOrYA,Dq.'bu)
t• Beulah I. Whisler ~•female ~• 202 - 05 -9688 a•Au a
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REGI$TgAq'$SIGNATURE AND R
~ DATE FILED (MCnM. Day ,larl
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LAST WILL AND TESTAMENT
OF
BEULAH T. WHISLER
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I, BEULAH I. WHISLER, of Upper Mifflin Township, Cumberland
County, Pennsylvania, revoke my prior wills and declare this to
be my last Will:
FIRST: PAYMENT OF EXPENSES - I direct that all my just debts and
funeral expenses, including my gravemarker and all expenses of my
last illness, shall be paid from my residuary estate as soon as
practicable after my decease as a part of the administration of
my estate.
SECOND: RESIDUE OF ESTATE - I hereby give and devise all of my
real property unto my son, RICHARD L. WHISLER. It is my desire
that this same real property remain in his name, or the WHISLER
name, as long as possible. Upon his death, it is my wish that
the real property be devised to my two grandchildren, KENNETH :L.
WHISLER and SUSAN WHISLER LANE.
THIRD: BEQUEST OF PERSONAL PROPERTY - I give and bequeath all cif
my personal property to my son, RICHARD L. WHISLER, provided,
however, that he allow my grandchildren, KENNETH L. WHISLER and
SUSAN WHISLER LANE, to select such personal property as bedding,
clothing, dishes and furniture for their heirlooms.
FOURTH: BEQUEST - I give and bequeath all cash, checking ar-d
savings accounts, certificates of deposit and the like as
follows:
A. 40 percent to my son, RICHARD L. WHISLER;
B. 30 percent to my grandson, KENNETH L. WHISLER; and
C. 30 percent to my granddaughter, SUSAN WHISLER LANE.
FIFTH: RESIDUE OF ESTATE - I give, devise and bequeath the rest,
residue and remainder of my estate to RICHARD L. WHISLER,
KENNETH L. WHISLER, and SUSAN WHISLER LANE to be divided equally
among those persons.
PAGE 1
SIXTH: EXECUTOR - I appoint my son, RICHARD L. WHISLER, Executor
of my Will. In the event that RICHARD L. WHISLER predeceases me
or is unwilling or unable to serve as Executor, I then appoint
KENNETH L. WHISLER and SUSAN WHISLER LANE Co-Executors of my
Will. Neither my Executor nor any successor shall be required to
give bond.
SEVENTH: PROTECTIVE PROVISION - To the greatest extent permitted
by law, before actual payment to a beneficiary, no interest in
income or principal shall be (i) assignable to a beneficiary or
(ii) available to anyone having a claim against a beneficiary.
EIGHTH: DEATH TAXES - All federal, estate and other death taxies
payable on the property forming my gross estate, whether or r.~ot
it passes under this Will, shall be paid out of the principal of
my probate estate just as if they were my debts, and none of
those taxes shall be charged against any beneficiary. This
provision shall not apply to any property over which I have a
general power of appointment for federal estate tax purposes.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this~5~_day of Ju.~e 1993.
~,~,~~ .. ~~,~~ ( SEAL )
BEULAH I. WHISLER, Testatrix
In our presence, the above-named Testatrix signed this and
declared it to be her Will, and now, at her request and in her
presence and in the presence of each other, we sign as witnesses:
~.GGC,Y Q) ) ~f ~ t C,/Lr
PAGE 2
IN RE: ESTATE OF BEULAH I. WHISLER : IN THE COURT OF COMMON PLEAS OF' ,
late of the Borough of :CUMBERLAND COUNTY, PENNSYLVANIA
Newville, Cumberland County, :ORPHANS' COURT DIVISION
Pennsylvania, deceased ESTATE NUMBER 2002-0774
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Beulah I. Whirler
Date of Death: August 12, 2002
Will No. 2002-0774
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on September /O, 2002:
Richard L. Whirler Kenneth L. Whirler Susan Whirler Lane
840 Mountain Road 40 Brandt Lane 6 Beecher Lane
Newville, PA 17241 Newville, PA 17241 Rocky Hill, Connecticut 06067
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
r
Date: t ~~~~o ~
Signature ~ r- J ~Z ~~~,~~`~,,/,
Name: Richard L. Webber, Jr., Esquire
Address: Weigle & Associates, P.C.
126 East King Street
Shippensburg, PA 17257
Telephone: (717) 532-7388
Capacity: Personal Representative
_ X Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 7 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 E:XI11-96)
N0. CD 002406
WEBBER RICHARD L JR, ESQUIRE
126 EAST KING STREET
SHIPPENSBURG, PA 17257
told
ESTATE INFORMATION: ssN: 202-05-ssss
FILE NUMBER: 2102-0774
DECEDENT NAME: WHISLER BEULAH I
DATE OF PAYMENT: 04/09/2003
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 08/ 1 2/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ S 1,490.27
TOTAL AMOUNT PAID:
REMARKS: RICHARD L WEBBER ESQUIRE
S 1,490.27
CHECK#113
INITIALS: JA
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
REV-1500EX (6-o\l)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Whisler, Beulah I.
DATE OF DEATH (MM-DD-YEAR)
08-12-02
OFFICIAL USE ONLY
FILE NUMBER
2 1 - 0 2
00774
DATE OF BIRTH (MM-DD-YEAR)
09-06-12
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[X] 1. Original Return
D 4,LimitedEstate
[K] 6. Decedent Died Testate (Atlach copy of Wifl)
D 9. Litigation Proceeds Received
D 2, Supplemental Return
D 4a. Future Interest Compromise (date o/death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy of Trus1)
D 10. Spousal Poverty Credit (daleo/death be1ween 12-31-91 and 1-1-95)
COUNTY CODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
202
- 05
- 9688
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (deta ofdaath prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11, Election to tax under Sec. 9113(A) (AltachSch0)
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NAME
Richard L. Webber, Jr., Es uire
FIRM NAMEJUAp~ica~)
welgLe & Associates, P.C.
TELEPHONE NUMBER (717) 532-7388
COMPLETE MAILING ADDRESS
126 East King Street
Shippensburg, -PA 17257
OFFICIAL USE ONLY
(B)
46,352.49
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(I)
(2)
(3)
(4)
(5)
46,352.49
(11) 13,235.49
(12) 33,117.00
(13)
33,117.00
(14)
1490.27
1490.27
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)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
(6)
(7)
(9)
(10)
9,478.42
3,757.07
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has no! been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Une 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x.O~~ (15)
x .0 45_ (16)
x .12 (17)
x .15 (IB)
(19)
16. Amount of Line 141axable at lineal rate
33,117.00
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET?AfgRESS
1>< ~ Q_~< h~
CITY Newville, I STATE PA I ZIP 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
1490.27
Total Credits (A + B + C) (2)
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( 0 + E ) (3)
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 (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
1490.27
A. Enter the interest on the tax due.
(5)
(5A)
(5B)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
1490.27
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ................................. ... 0 []I
b. retain the right to des;gnate who shall use the property transferred or its income;.... ....... 0 []I
C. retain a reversionary interest; or... .. .........."..... ....................... ................... ....................... 0 []I
d. receive the promise for life of either payments, benefits or care? ................ ....."................... ........"..... ......... 0 rn
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 Qg
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiarydesignatJon? ... .................. ...........,........ .... .... 0 Q
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 pe~ury, 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 knowiedge.
SIGN URE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
O)-1.1_ 0,3
ADDRESS
840 Mountain Road, Newville, PA 17241
SIGNATURE OF PREPARER OTHER THAN TIVE
~~~
ADDRESS
126 East King Street, Shippensburg, PA 17257
Jill _ .....__ _
For dates of death on or atter 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 spouse is 3%
[72 P.S. 99116 (a) (1.1) (ill.
DATE
)7--c;J]
For dales of death on or affer 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. 99116 (a) (1.1) (ii)].
The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fifing a 1ax 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 stepparent of the child is 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value 01 transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)J.
The lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(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.1508EX+(1-97)
ESTATE OF
'*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-02-0774
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Beulah I. Whisler
Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointty-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
DESCRIPTION
F&M Trust Co. certificate of deposit #015-2957634
Accrued interest to date of death
F&M Trust Co. certificate of deposit #015-2957647
Accrued interest to date of death
F&M Trust Co..Checking account # 50-86949
VALUE AT DATE
OF DEATH
23,000.00
27.44
13,'000.00
0.71
10,324.34
TOTAL (Also enter on line 5, Recapitulation) $ 46, 352 . 49
(If more space is needed, insert additional sheets of the same size)
REV.1511EX+(7.88)
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Please Print or Type
FILE NUMBER
21-02-0774
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Beulah T. Whisler
ITEM
NUMBER
A.
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
DESCRIPTION
AMOUNT
Funeral Expenses:
1.
Frank C. Egger Funeral Home
$ 7134.00
2.
Eby Granite' Works
85.00
Administrative Costs:
1.
Personal Representative Commissions
Sodal Security Number of Personal Representative:
Yeor Commissions paid
Attorney Fees
Weigle & Associates, P.C.
3. Family Exemption
2.
2000.00
Claimant
Relationship
Address of Claimant at decedent's death
Street Address
City
State
Zip Code
Probate Fees
Cumberland County Register of Wills
100.00
Miscellaneous Expenses:
Cumberland Law Journal - legal advertisement
75.00
The Valley Times-Star - legal advertisement
65.00
Postmaster - certified mail
4.42
Cumberland County Register of Wills - filing fee for
inheritance tax return
15.00
TOTAL (Also enter on line 9, Recapitulation)
$
9478.42
(If more space is needed, insert additional sheets of same size.)
REV-1SI2EX.(1.97)
ESTATE OF
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
,
FILE NUMBER
21-02-0774
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Beulah I. Whisler
Include unreimbursed medical expenses.
ITEM
NUMBER
4.
5.
DESCRIPTION
Continuing Care RX
2.
Presbyterian Homes, Inc,.
$
AMOUNT
122.59
3.
Sprint
3507.97
10.51
5.85
110.15
Adams Electric
Kougs Oil
TOTAL (Also enter on line 10, Recapilulation) $
(If more space is needed, insert additional sheets of the same size)
3757.07
REV.1513fX+[2-871
-tti
COMMONWEALTH OF P~NNSYLVANIA
INHERITANCE TAX RETURN
RUIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Beulah I. Whisler
FILE NUMBER
21-02-0774
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTATE
A. Taxable Bequests:
1. Richard L. Whisler Son 40%
840 Mountain Road
Newville, FA 17241
2. Kenneth L. Whisler Grandson 30%
40 Brandt Lane
Newville, FA 17241
3, Susan Whisler Lane Granddaughte 30%
156 Scuppo Rd.
Woodbury, Connecticut 06798
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
I
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, RecapituloHon) S
(If more space is needed, insert additional sheets of same size)
TRUST
September 18, 2002
RECEIVHl ~f.P 1 0 -
Weigle & Associates P.C.
Attorneys at Law
126 East King Street
Shippensburg, PA 17257
RE: BEULAH I. WHISLER
Gentlemen:
In reference to the above cus tomer, our records show the
enclosed information to be accurate. Our researching fee for the
information we have provided is $15.00. Please send your
remittance to the following address:
Farmers and Merchants Trust Company
ATTN Stacey Stenger
20 South Main Street
Chambersburg, PA 17201-0819
If I may be of any further assistance, please contact me.
Sincerely,
~ng~~A-
s Clerk III
P.O. Box 6010, CHAMBERSBURG, PA 17201-6010
Phone 717-264-6116. Toll-Free 888-264-6116. Fax 717-264-3415
RE: BEULAH I. WHISLER
DATE OF DEATH 8-12-2002
ACCOUNT INFORMATION
____CHECKING
SAFE DEPOSIT
SAVINGS X__CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED 12-31-1997 DATE CLOSED STILL ACTIVE
ACCOUNT NUMBER 015-2957634
ACCOUNT BALANCE AT DATE OF DEATH $23.000.00
ACCRUED INTEREST $27.44
TOTAL ACCOUNT BALANCE $23.027.44
NAME(S) ON ACCOUNT
BEULAH I. WHISLER
---------------------------------------------------------------
ACCOUNT INFORMATION
CHECKING
SAFE DEPOSIT
SAVINGS X___CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED 1-12-1998 DATE CLOSED STILL ACTIVE
ACCOUNT NUMBER 015-2957647
ACCOUNT BALANCE AT DATE OF DEATH $13.000.00
ACCRUED INTEREST $.71
TOTAL ACCOUNT BALANCE $13.000.71
NAME(S) ON ACCOUNT BEULAH I. WHISLER
------------------------------------------------------------------
RE: BEULAH I. WHISLER
DATE OF DEATH 8-12-2002
ACCOUNT INFORMATION
..lL-.CHECKING
SAFE DEPOSIT
SAVINGS ____CERTIFICATE OF DEPOSIT
MORTGAGE
DATE OPENED
10-2-1996
DATE CLOSED
STILL ACTIVE
ACCOUNT NUMBER 50-86949
ACCOUNT BALANCE AT DATE OF DEATH $10,324.34
ACCRUED INTEREST NON-INTEREST BEARING ACCOUNT
TOTAL ACCOUNT BALANCE $10,324.34
NAME(S} ON ACCOUNT
BEULAH I. WHISLER
------------------------------------------------------------------
ACCOUNT INFORMATION
CHECKING
SAFE DEPOSIT
SAVINGS CERTIFICATE OF DEPOSIT
INSTALLMENT LOAN
DATE OPENED DATE CLOSED
ACCOUNT NUMBER
ACCOUNT BALANCE AT DATE OF DEATH
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
------------------------------------------------------------------
1, l /-~ `~- //3
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
RICHARD L WEBBER JR
WEIGLE & ASSOCIATES
126 E KING ST
SHIPPENSBURG PA
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 ~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WHISLER BEULAH I FILE N0. 21 02-0774 ACN 101 DATE 05-19-2003
TAX RETURN WAS: (X) ACCEPTED A5 FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate [Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Bchedule B] (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. MortgageslNotes Receivable (Schedule D) i4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4b,352.49 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 46,352.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
9,478.42
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,7 57.07
11. Total Deductions (11) 13.235.49
12. Net Value of Tax Return (12) 33,117.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13) .DO
14. Net Value of Estate Subject 4o Tax (14) 33,117.00
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 (151 . 0 0 X 0 0 = . 0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 33,117.00 X 045= 1,490.27
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 (19)= 1,490.27
TAY CRFi1TTCe
DATE
NUMBER +
INTEREST/PEN PAID (-) AMOUNT PAID
04-09-2003 CD002406 .00 1,490.27
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
~t~, _ .
#-(~,~
Esv 03 MAY 23
REY-1547 E% AFP [01-03)
DATE 05-19-2003
_ ESTATE OF WHISLER BEULAH I
DATE OF DEATH 08-12-2002
FILE NUMBER 21 02-0774
ri~~ :~$ COUNTY CUMBERLAND
ACN 101
y/ ` Amount Remitted
! / E Vii - .. ~ _
17~~r,~6A
TOTAL TAX CREDIT 1,490.27
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 REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
4~
REGISTER OF WILLS, CIIMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Beulah I. Whisler
Date of Death: August 12, 2002
Will No . 21-02-00774 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 ~rhether administration of the estate is complete:
Yes ~. No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: N/A
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal rep~sentative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. {if any) far
the personal representative`s account is: N/A
c. Did the personal representative state an
account informally to the parties in interest? Yes ~/" No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and ma_y be attached to this report.
Date: ~~ w, vLf ~ ~~~ ~ .~~
Signature
;, ~ ~~
~. Richard L. Webber, J., Esquire
- '1 Name {Please type or print)
w WEIGLE & ASSOCIATES, P.C.
"~ 126 East King Street _
~~ - Addres s
~' "? Shippensburg, PA 17257
X717 ~ 532-7388 _
` ~ =• Tel . No .
Capacity: Personal Representative
X Counsel for personal
representative
(MAH:rmf/AM3}