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HomeMy WebLinkAbout01-0339PETITION FOR PROBATE and GRANT OF LETTERS N. LESTER WELDON No. °Zr~~ ~ ~ - ~ 3 Estate of To: also known as Register of Wills for the Deceased. County of Cumberland in the Social Security No. 178-16-6520 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older a Februaryrl3 , 19 90 ed in the last will of the above Noneent, dated and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc. Decendent was domiciled at death in Cumberland County, Pennsylvania, with h ~ s last family or principal residence at 34 Westfields Drive, Siy lver S= r; r,g Townshi (Mechanicsbur Post Off' (list street, number and muncipality) Decendent, then 83 years of age, died February 21, , ~ 22Q1__, at Holy Spirit Hospital East Pennsboro Townes i Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Noneffered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: $ TTnP~r;marPd (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 $ None 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 test went r (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. c _~~c~~i 1~~..GQ4~d b ~ -' Gertrude W. Weldon a ~ 34 Westfields Drive ~:° Mechanicsburg. PA 17050 ~a ~w ~ o c oq in OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OAF PEN~NDSYLVANIA ~ ss COUNTY OF The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~ Gertrude W. Weldon ~' before me this c24 day 001 Marc ~~ 1 Reg ster A NO. 21-O1-0339 Estate of N. LESTER WELDON ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW March 29th 200 in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated February 13, 1990 described therein be admitted to probate and filed of record as the last will of N. Lester Weldon and Letters Testamen are hereby granted to _ Gertrude W. Weldon ~~ ~. FEES Probate, Letters, Etc.......... $ 18.00 Short Certificates(1) .......... $ 3 _ ~0 K~il~iirShc]~t EXTRA .PGS...2.. $ 6.00 JCP $ 5.00 TOTAL $ 32.00 Filed .l~ARCII.?9...2001 ................. Register~f Wills SNELBAKE & SPARE, P. C. B 44cWest Main Street~SrNo. Mechanicsburg, PA 17055-0318 ADDRESS (717) 697-8528 PHONE MAILED TO ATTORNEY MARCH 30, 2001 _ ~ , "Phis is to certify that ,the information here given is correctly copied from an original certificate of death duly filed T~vith me as I-.ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanentlfiling. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 7233933 No. TY PEIPRINT IN PERYANENi BLACK INK i °w U O 0 Z / Local Registrar C~ c%ue~h~~1 ~-~i`D/ Date COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH H 105. ; pJ flw. 173] NAME OF OECEDENTIFusI.IMdta.Laal ~ __~~ ~~ SE% SOCIAL SECURITY HUMBER OME OEA7M ~MCnpl. Oay. barl ApE 1LaK ewwayl UIIDER 1 YEAR UNDER 1 DAY GATE OF BIRTH BUTTHPLACE {Ch and PLACE OF OEATN ICAe cE a+y rxro-- aee MnuGMaanullrr vdey n MpMe y Dap IIPUn . MYapw !Main. Day'4•rl ^SWen Fttegn Cdurwryl Np$ryTAL. _- OTHER: --- - ~ ~ 1 Yri. )1 ]•y~ E. ~ ~ r'l / , ~ t 1 7. ` 1 I, , ~~T /~ I~r~(..~I J ~'/~ ~N ~ y ~ u•rM ERfOll~alrm ^ OOA ^ Np r r ^ RaLMnc• U iSP•cNl ^ COUNTY OF DEATN CRY. BORO.TWPOF DEATH FACERY NAME IIInp,nyrulnn_g~w snea and ra•Mwl ~ 4MSDECEDENt OF WSPANIC ORIGN1i RACE ~A Mtiin. Bl3ck.WMa. •yc. (l /' f ~ NP ® Mi ^ N ye aP.cA CuMn l~iy'1 .L - / . {1 y 1 ` Maaran.PuwgRion w[ Cun, ~?a. l ~i" If V ~ b ~ S ~ l . ,„ , L L .f~ j k- I a 10. ~ •1/jam A I /7 t~a W: u/ J ~ 1 - Q DECEDENi'SUSUAL OLCUWOKKI HIND OF BUSNiESSANDUSTRY YNS OE EDEN? ERW DECEDENT' DI/CRION MARRAL STgUS-alirned SVRVWNaG SPOUSE IGiw Er10. •nk ddrr tlwn3rroK U. $. MMED FOi1CE57 Naw MNyiq, Wlmwir4 Ip +~i, ;}w rnaidao nam•1 W nMin3 M rIp uY r M E CaNq I Di w rea013Pecfy7 (' S. ./ ve•^ NP® ~ y~.,I- , ` I „ ~a1e~ Ta. p,zt ~ (I.as.l ,e.Tl' ^`^^y£cI , l.~~L1,,4~EE ~t.~n< ~~.et mA -'P ~~ „s.TR SatFS wIAjR u. DECEDENT'S MAILING SS aat C~Y~ $wa, 74 CUdi1 {ti/ ~ ~1~~~!' 71 y~ ( v(L DECEDENT'S ~ -~ r.,/ S I, ACTUAL t73. 5yaN- ~~~ Oi0 ytaL3 Yr. dictlan Er.dn call ~'~C /Zr~.S ~. ` / ~ O J PPP 1110 UCH RESIDENCE diciOMa ~" ]e.~l~.l AA+yCSIDU.L. ~A ~~()a~` vWruPedna prone _ mdpwsbel ,TE. «A^-!L~p7 tTa.^wiMy.alwlmi.a Paye„N FRNER'S NAME (fr9. Mb.e Lag) ~ 1 ~ MOTHER'S NAME IFrsl. MAdM. Mrdrr~s~^~y~ ~ , ,N- lrlR~ . ~:_.1 i)Cf~J ,.. Lu LU, ~hp NaF SHAME (TypWripl - ' 3IFORMANT'S MAKWOADDRESS sN. Lp CPda) ~ j: ~ ~ ~ ~ t -~ GLLd~ I.L~EL~~I~--- ~ ~-.~ tc ~~~, ;rn~c~lA,avl~> ~ t ~ s ]de.-~ lt~fst~;~I. METI1000F DISPOSITION OKE OF DISPOSITION PUCE OF WSPOSRION-NarwdCemMery. CrMnaldry LOGDKIN-Ciry/b.n, SIMe. ZpCPW Bwud ® Gemalm ^ Rerrovil pan SIMe ^ Darcn ^ odw 1$P.Pa a IM°ran. a% IR`a') 7 ` ~ t 2 ~ or OUrr P4ca s• 1 ~f? ~ u,l t l ~ l . r\ ~ Y,~ I 1 ~._`U , C [ F: ~ 1 ~ I h 1. ' SIGNATURE Oi F ML SER ~` PERSON ACTING AS SI1CN LICENSE NUMBEfl NAMEI ArND ADDRESS FAC IN ,~I (y1L \\ /ti ~ ~~ tl l L ~ ~t ~f ~ h ' L '^ ~-. -.t . ~ o . ~/ : ~Ke m.NE11~ 3 c1e tas. C] /c- - Canpxe same l3a~e alN viMn unM~^P ale Meld my Errwrdpe.0•Mnouwr•d NIM IrM.dab and pMCe srled. LICENSE NUMBER DATE SIGNED PNyartrrl ^ MI iveilE3M e1 WM O1 deM~ b ISgrrlwe Arid Tpbi IMPrYIt Day. yparl cerlAy uuw a deNE. Nedra 1a-?a mwl M cdrrlDlelW Dy IIAE OF DEATH DATE PRONOUNCED DEAD IMmdr. Day. War) WAS CASE REFERRED TO MEDICAL E%AMINERICOfIQNERi , P•reP^ rrM prarwlcw aaMn. I~,1 ,~~ ~1 ~ K7 _.. ;.,fW M. as. 2lILl/I'~~ ;aa- I ~-~•~~ ~ u.^ Nd a7. PAIR 1: EMH IM dieewe, inlurinacdmpE[MgM VdpM Caused dro dealn DP nd enlM lM nlPde dl aymq, fu4l ea car or reePral Mlaal. Slrcpa Man litlure rApprdalmtle MRT N: OlAw sipnakaM Caldtiom cMarAAirq MdWA, pu, Lrl adyar cause Pn eptlrErr. ~pMervEl Nelween Adl re•Iiwpner wlOMyapuw punt in PART I. l d d N yaw srl M MIEYE0111TE CAUSE IFrw I "`waml---- a PNC])rr.,irr. L ti :.;•r I r N -- - - DIIE roroR AS A CONSEQUENCE DFI: 3L°P;r S . Spw•iapy E. wndiwr , __- B alyyr, pNd4p W innrdiele DIIE ro roR AS A CONSEQUENCE OF): 1 Eruw UNDERV3q 1 eiwE(awaa.a ~nlwy e. __ -Y,- _ Nrl rlaiaNO awns DUE TO (OR AS A CONSEQUENCE OFT: 1 reaan3 n awml UST d _ WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH GATE OF INJURY TIME OF diJURY INJURY AT WORK? DESCRIBE NOW INJURY OCCURRED. PERFORMED9 ANVIABLE PRIOIIro (Moon. OaY. rlarl ION OF CAUSE DER NNwM ~ I/ i ^ N Prrlrc de Y•• ^ ~^ AttWn ^ P•rWirq lnw6rgilW ^ ~-/~ rlr ^ Noy~J Yp ^ No ^ Swcid• ^ CPUld nel tl•dernnmed ^ ] ~. M. dc. PLACE OF INJURY - Al lnm•, Iarm. Rn•I. latlgy. dlliea LOCAfK]N (Si . CYy/bwt $Ia1•I J_ Mw. 1w. a. EuiNtirq, •IC. ISpecavl ]a. _ CERTIFIERIGau Orpy un•I $IONATD IT TN' 'CERTIFYNIG INYSICIAN IPhrsCNn cenayvq cauNt tl dean ~ anwner Pnrsi[~an nas Prttwunced Jean and canpelnd nom 271 i ~ TdIM Mel al my knirMCNe, MeN aecuyr.d ew ld m•eaus•(alind minn•rn•Mlw ................... ...... .......... .. ............ ^ E(T(.t . nE. - LICE E NUMBER GATE S K 3 N D~MPm. Day. Yearl E 'PRONOUNCING ANDCERTIFYINO PNYSICIAMIPnYSKrn eaF.:uoriour¢i ueaM andceNln IdcauSrddeaN'I ~ ie Ur Mel a my kndwNdN•, don xcurred a ur um., aalw and Pleci ana due Io In.iau..Ul and m.nner •a .bled . . .. . . ~ y ~ v jj aye, OSL. 1 D") 3 ti ~.. ma. "~/L 1 rA(M ' ... .... ...... .. ..... - NAME ANO ADORE55Of PERSON WMO COMPLETED CAUSE OF DEATH • 'MEDICAL E%AYINERTCORONER (Item 271 Type a Print - ~ZLE7?\~~!1 P~ ~~U ~Ca'~ On TM E.N. df epamfnalion and/or Invesli .lion, in m d dn,E PPCUrred at IEe Dma, data, and lace, ana due m the cave e d manner ap stated .....................9........ y, Pinlon, P (1+n ~, ]ya. ............................................ .......... .. ....... ... I ((~~ 1 (1 ( 1~ t1.:U~'\ircc~ ~'~. `~_IyNC`S 1~. i 1~ , 1`1 L' 3a. (/ C _ RE615TRAR' SIGNATURE ANO NUMBER DATE FILED {MOnN. Day Mean I ~ •~I / ~ ]] '` ~ ~ ~itea.~c, ~~t cic~ ~cc~- _ - a.. ~ebrua~-y ~, ~/ 7 U 21-01-339 LAST WILL AND TESTAMENT I, N. LESTER WELDON, of the Township of Hampden, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby re- voking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and v funeral expenses be paid by my Executrix or Executrices, as the case may be, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal acid mixed, whatsoever and wheresoever situated, unto my wife, GERTRUDE W. WELDON, absolutely and in fee simple, if she survives me by as many as sixty (60) days. THIRD. If my wife, GERTRUDE W. WELDON, does not survive me by as many as sixty (60) days, then and in that event, I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, in equal shares unto my three (3) children, namely, JUDITH A. SPESSLER, DELORES J. WTEDMAN and DONALD L. WELDON, share and share alike, absolutely and in fee simple. If any of my said children should predecease me and leave lawful issue to survive me, I order and direct that the forgoing share attributable to such deceased child shall be dis- tributed unto his or her lawful issue per stirpes by representa- LAW OFFICES SNELBAKER & FLICKER tiOn and not per capita, subject, however, to the following protective and management provisions: if any such distributees shall not have attained the age of twenty-two (22) years at the time for such distribution, I order and direct that the distri- butive share of each such person shall be delivered unto DAUPHIN DEPOSIT BANK AND TRUST COMPANY of Harrisburg, Pennsylvania, in separate trusts, nevertheless, to hold, manage, retain, invest and reinvest until the respective beneficiary attains the age of twenty-two (22) years, said Trustee to use and expend such amount of both income and principal as said Trustee may deem necessary and proper for the beneficiary's comfortable maintenance and education, and to distribute the net remaining balance thereof, if any, unto the beneficiary upon leis or leer attainment of age twenty-two (22) years. LASTLY. I nominate, constitute and appoint my wife, GERTRUDE W. WELDON, to be the Executrix of this, my Last Will and Testament, but if for any reason she should fail to qualify as such Executrix or cease so to serve, then and in that event, I nominate, constitute and appoint my daughters, JUDITH A. SPESSL and DELORES J. WIEDMAN, to be the Executrices Hereof. It is my will and intention that the person or persons) otherwise qualifying as my personal representative or representa- tives hereunder shall not be required to post bond or other secu- rity as a condition of such qualification and appointment. IN WITNESS WHEREOF, I, N. LESTER WELDON, have hereunto set my hand and seal to this, my Last Will and Testament which con- '~ sists of two (2) typewritten pages to each of which T have affixes my signature this /~~~ day of ~_ ~-~,i.~.~-~--a. A. D. , One Thousand ,_ Nine Hundred Ninety (1990). ~ (' ~' ' ,. ~<~'c. -~-C ~E E--~ ( SEAL ) The preceding instrument, consisting of this and one (1) oth r typewritten page, each identified by the signature of the Testato , LAW OFFICES was on the date thereof si ned sealed ublished and declared b SNELBAKER & FLICKER g / / P y N. LESTER WELDON, the Testator therein named, as and for his Last Will and Testament, in the presence of s, cvho, at leis request, i leis presence, and in the presence of ac t leave subscribed our names as witnesses thereto. COMidONWEALTH OF PENNSYLVANIA ) . SS. COUNTY OF CUMBERLAND ) We, N. LESTER WELDON, RICHARD C. SNELBAKER and JANET M. FORRY, the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes tYiere in expressed, and that each of tYie witnesses, in the presence an hearing of the Testator, signed the 6Vill as witness and that to the best of his or her }:nowledge the Testator was at that time eighteen years of age or older, of sound mind and under rio con- straint or undue influence. witness ~_._- - ~- ~t_ 4ditness LAW OFFICES SNELBAKER & FLICKER Subscribed, sword to and acknowledged before me by N. LESTER 64ELDON, the Testator, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANET M. FORRY, witnesses, this /.3~ day of ~..~~~~~..._ 1990. Notary Public ...~~. _ ..,...~ r.......~... ~:~,. w ~"" _...., L ~r f A ,~.. ~ ',~; s ~~va~ ~f 9wmta~tec .. ./' CERTIFICATION OF NOTICE UNDER RULE 5.6(a Name of Decedent: WELDON, LESTER N. Date of Death: February 21, 2001 Will No. 2001-00339 Admin. No. 21-01-0339 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was March 29, 2001 served on or mailed to the following beneficiaries of the above-captioned estate on Name Address Gertrude W. Weldon 34 Westfields Drive, Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: July 9, 2001 hard C. Snelbaker, esquire Capacity Snelbaker, Brenneman & Spare, P.C. Address 44 West Main Street, P.O. Box 318 Mechanicsburg, PA 17055-0318 Name Richard C. Snelbaker, Esquire Telephone 717) 697-8528 Personal Representative X Counsel for personal representative ,I ~-~~t- 9. Funeral Expenses & Administrative Costs lscheawe HI(9) 3 10. Oebis of Decedent, Mortgage Liabilities, a Lens (Schedule p (10) 8 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 not been made (Schedule J) 14. Net Value Sublect to Tax (Line 12 minus Line 13) REV-1500 EX + (6-00) . ~ ..._. , OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-y500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 0339 COUNTV CODE VEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Weldon, N. Lester 178-16-6520 DECE- DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS flETURN MUST BE FILED IN DUPLICATE DENT 02/21/01 07/30/1917 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Weldon, Gertrude W. 178-16-6407 3. Remainder Return CHECK 1. Original Retur ntal Return (date of death prior to 12-13-a2) APPRO- 4. Limited Estate 4a. Eutvre interest compromise (tlate of death after t2-12-82) 5. Federal Estate Tax Return Re uired q PRIATE 6. Decedent Oled Testate 7. Oece Gent Maintain ea a Living Trust (Attach copy of Will) (Attach a copy of Trust) 0 8. Total Number of Safe De OSIt Boxes P BLOCKS 9. Uti anon Proceeds Received 10. Spousal Poverty Credit (tlate of tleath between a 11. Election to tax un der Sec. 9Tt31AJ g 12-31-91 and 1-1-95) (Attach Sch O) THIS S£CTtONIA4UST 8E 00[~^'I-ET~p ALL CDRRESPONptrNGE & CtlNF1;3EMTlgf, TA3(IiMFORMA(ON SHOULt3 gE DERECTBD TOE NAME COMPLETE MAILING ADDRESS coR- Richard C. Snelbaker 44 West Main Street RE- FIRM NAME (If Applicable) MEChan1CS)7LLr~ , PA 17055 SPON DENT Snelbaker, Brenneman & e, P. C. TELEPHONE NUMBER - 717-697-8528 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) NOrie -.. 2. Stocks and Bonds (Schedule B) (2) 694.00 3. Closely Held Corparation,Partnership ar Sole-Proprietorship (3) None 4. Mortgages & Notes Receivable (Schedule D) (4) NOrie 5. Cash, Bank Deposits & Miscellaneous Personal ' Property (Schedule E) (5) NOrie 6. Jointly Owned Property (Schedule F) _ Separate Billing Requested (6) None _ REGA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) None 8. Total Gross Assets (total Lines 1-7) (s) 694.00 692.00 257.41 (11) 11, 949.41 (12) (11, 255.41) (13) None (11 TAX COMPU- TATION SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line t4 taxable at the spousal tax rate, or vansters under sec.sns(a)(t.21 (11,255.41)x.0 0 (15) 0. 00 16. Amount of Llne is taxable at lineal rate 0.00 X.0 45 (16) 0. 00 17. Amountof Line tataxable atslblingrate 0.00 X.12 (17) 0. 00 18. Amountof Line lataxable at collateral rate 0.00 X.tS (16) 0 •QO 19. Tax Due (19) 0. 00 20 a CHECK HEREAF YQ4! AR£R£pUEST4NG A REt-SJND OF AN O~fERPAYMENT: . ~>6E SURE TOANSWER ALL QUESTIONS ON PAGE:2 AND RECHECK MATIi<-~ 0 PA75001 NrF Zwss copynghtzoog GreaLlanaNelco LF-Purvis software omy PA REV-1500 EX (6-00) p o Decedent's Complete Address: -' STREET ADDRESS 34 Westfields Drive Silver rin Cumberland Count CITY STATE ZIP Mechanicb PA 1705G Tax Payments and Credits: 1. Tax Due (Page f Line 19) (1) 0.00 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 0 .00 3. Interest/Penalty if applicable p, Interest E. Penalty Total Interest/Penalty (D + E) (3) 0. 00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference, This is the OVERPAYMENT. Check box on Page 1 Llne 20 to request a refund (q) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0. 00 A. Enter the interest on the tax due. (5A) 0. 00 B, Enter the total of Line 5 + SA. This is the BALANCE DUE (5B) 0. 00 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 : ...................... ...... ........ . b. retain the right to designate who shall use the property transferred or its income : ................ . c. retain a reversionary interest; or .. ................................ ................... . d. receive the promise far life of either payments, benefits or care? ............................. . 2. If death occurred after December 12, 1952, did decedent transfer property within one year of death without receiving adequate consideration? ................................ ................ 8 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .. . 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................ , , , .................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief^it is [rue^ correct and complete. Declaration of preparer other than the personal representative is based on information of SIGNATU OF PERSON REDS /PLO. N,S~I~BLE FOR FILING RETURN DATE . J/i, aY/P~.ay.Ef/ . ~ n ~ , /..9, ,~2 /JO~Z ADDRESS See S~ OTHER THAN REPRESENTATIVE ADDRESS 44 West Main Street, Mechanicsbur PA 17055 For tlatesof tleatM1 On Drafter JUly 1, 1994 and before January t,1995, the tax rate Imposed on the netvalue of transfers to prforthe useof thesurmmngspouse s3°b pz P. s. § 9n 61a)(t.17 (.)]. For dates of death on or after January 1, 1995, the tax rate Is Imposed pn the net value of hansf ers to or for tM1e use of the survrvmg spouse is 0°re f~2 P.S. § 9116 (a) (t 17 pI;]. The statute does not evemot a transfer to a surviving spouse tram [ax, and iM1e statutory requirements far disclosure or assets and flung a tax return are sell appllcahle even d thesurvrvingspouse Is the only beneficiary. Fur dates of tleatM1 on or of ter JUly 1, 2000: Th e tax rate imposed on [M1e net value of transfers from a deceased cM1dtl twenty-one years of ago or younger at death m or for the use of a natural parent, an adopbve parent. cr a stepparent of th e ch Iltl Is 0% I]2 P.S. §91 t e(a)(l.2)]. The tax rate Imposed an the net value of hansf ers to or for (he use pf the deceden PS Ilneal beneilcmnes Is 0.5%, except as noted In ]2. P.5. § 9116(1.2) []2 P.S. § 9' Ifi(a)(f )]. The tax rate Imposed on the net value pf transfers to or for the use pi the decedent's si bungs is 12% []2 P.S. § 9116(a)(L3)]. A sI Ming Is defined, under Secbpn 9102, as an mtlrvmual v: M1o has at Ieasl one parent m common with the decedent, whether by blood or adoption. 0 PA7$002 NTF 29]56 Copynght 2000 Greatlana/Nelco LP-FOrms Software Only Estate of: N. Lester Weldon 21-2001-0339 The following person(s) are signing the return as representative(s) of the estate: Gertrude W. Weldon 34 Westfields Drive Mechanicsburg, PA 17050 Rev-fsros Ex ~ ~~-s~) SCHEDULE B COMMONER TANCE 7AX RETURN ANIA STOCKS & BONDS ESTATE OF FILE NUMBER N. Lester Weldon 21-2001-0339 on line 2. Recaoitulationl ~S 694 .00 (If more space is needed. insert additional sheeCS of the same size) 7 CPA31 NrF iaeos All property Jointly-owned with right of survivorship must be disclosed on Schedule F. REV-1511 EX + (~-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER N. Lester Weldon 21-2001-0339 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. (FUNERAL EXPENSES None B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN No, of Personal Representative(s) Street Address Citv State Zip ' Year(s) Commission Paid: z. Anorney Fees Name : Snelbaker, Brenneman & Spare 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) claimant Gertrude W. Weldon (claimed but unpaid) Street Address 34 Westfields Drive city Mechanicsburg state PA Zip 17050 Relationship of Claimant to Decedent SpOUSe a. I Probate Fees 5. Accountant's Fees s. Tax Return Preparer's Fees 7 Register of Wills, CLuroberland County, filing fee for Inheritance Tax Return 8 Register of Wills, CLtrnberland County, probate fees 0.00 150.00 3,500.00 0.00 0.00 O.DO 10.00 32.00 TOTAL (Also enter on lines Recapitulation) $ 3 , 692 .00_ (If more space Is needed. insett additional sheets of the same size) 7 CPA11 NTF loan hovr,;M1i ~., ns Sottw~re CAN. ~ »> Vele:. inc. REV-~ 512 EX + (1 -97) SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, IN RESIIDENTED EDENTRN MORTGAGE LIABILITIES, & l ESTATE OF FILE NUMBER N. L ester Weldon 21-2001-0339 Include unreimbursed medical expenses. ITEM NO. DESCRIPTION AMOUNT 1 Metropoliation Medical Ambulance Service, ambulance service, 29. 00 account payable 2 NeighLor Care Medications, prescriptions, account payable 12. 70 3 Pinnacle Health Home Infusion, medical services, account payable 303. 71 4 Pinnacle Health Hospitals, room expenses, account payable 2,760. 00 5 Pinnacle Hospital, medical services, acco unt payable 5,152. 00 TQTAL (Also enter on line 10. Recapitulation) ~S 8, 2.57.41 CPA12 _ _ 'f mot space is needed Insert additional sheets of the same size) Cop ynght Forms Bottware ~nq, t49~ Nelco, Inc. REV-1513 EX + (~ -97) COMMONWEALTH OF PENNSYLVANIA SCHEDULE J INHERITANCE TAX RETURN BENEFICIARIES ESTATE OF N FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee{s) SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Gertrude W. Weldon 34 Westfields Drive Mechanicsburg, PA 17050 Surviving spouse II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 913 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART I I -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE '13 OF REV 1500 C 7 CPA73 NTF f Data (If more space is needed. insert addl[ional sheets of the same size) (11,255.41) Copyright Forms Software Only, 1991 Nalco, fnc. ST WILL AND TESTAMENT I, N. LESTER idELDON, of the Township of Hampden, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do mace, publish and declare this as and for my Last Will and Testament, hereby re- voking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executrix or Executrices, as the case may be, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue ~I ~.1~ and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, unto my wife, GERTRUDE W. VdELDON, absolutely and in fee simple, if she survives me by as rnany as sixty (60) days. THIRD. If my wife, GERTRUDE W. WELDON, does not survive uw ovriccs SNELBAKER & FLICKER me by as many as sixty (60) days, then and in that event, I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, iri equal shares unto my three (3) children, namely, JUDITH A. SPESSLER, DELORE5 J. WIEDMAN and DONALD L. WELDON, share and share ali]ce, absolutely and in fee simple. If any of my said children should predecease me and leave lawful issue to survive me, I order and direct that the forgoing share attributable to such deceased child shall be dis- tributed unto his or her lawful issue per stirpes by representa- tion and not per capita, subject, however, to the following protective and management provisions: if any such distributees shall not have attained the age of twenty-two (22) years at the time for such distribution, I order and direct that the distri- butive share of each such person shall be delivered unto DAUPHIN DEPOSIT BANK AND TRUST COMPANY of Harrisburg, Pennsylvania, in separate trusts, nevertheless, to hold, manage, retain, invest and reinvest until the respective beneficiary attains the age of twenty-two (22) years, said Trustee to use and expend such amoun of both income and principal as said Trustee may deem necessary and proper for the beneficiary's comfortable maintenance and education, and to distribute the net remaining balance thereof, if any, unto the beneficiary upon kris or her attainment of age twenty-two (22) years. LASTLY. I nominate, constitute and appoint my wife, GERTRUDE W. LVELDON, to be the Executrix of this, my Last Will and Testament, but if for any reason sloe should fail to qualify as sucks Executrix or cease so to serve, then and in that event, I nominate, constitute and appoint my daughters, JUDITH A. SPES and DELORES J. WIEDMAN, to be the Executrices hereof. It is my will and intention that the person or persons otherwise qualifying as my personal representative or representa- tives hereunder shall not be required to post bond or other secu- rity as a condition of such qualification and appointment. IN WITNESS WHEREOF, I, N. LESTER WELDON, have hereunto set LAW OFFICE6 SNELBAKER d ELIC KER my kiand and seal to this, my Last Wi11 and Testament which con- sists of two (2) typewritten pages to each of which I have affixes my signature this ~~~ day of, .c~t~>••-~<wy A. D., One Thousand Nine Hundred Ninety (1990). (J !~ .~~~1-~ zE.lzr ( SEAL ) 1 i The preceding instrument, consisting of this and one (1) oth typewritten page, each identified by the signature of the Testato was on the date thereof signed, sealed, published and declared by N. LESTER WELDON, the Testator therein named, as and for his Last Will and Testament, in the presence of s, who, at his request, i his presence, and in the presence of ac ~t have subscribed our names as witnesses thereto. f~- COMIdONWEAL'PH OF PENNSYLVANIA ) . JJ. COUNTY OF CUMBERLAND ) We, N. LES'PER WELDON, RICHARD C. SNELBAKER and JANET M. FURRY, the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last LVill~ and Testament and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes there in expressed, and that each of the witnesses, in the presence anc~ hearing of the Testator, signed the Wi11 as witness and that to the best of his or her ]:nowledge the Testator was at tYiat time eighteen years of age or older, of sound mind and under no con- straint or undue influence. witness --/~,,k ~" 121_ ~o•-~vw,~-, Dlitness ~- LAW OFFICE6 SNELBAKER & ELIC KER Subscribed, sworn to and acknowledged before me by N. LESTER 4VELDUPd, the Testator, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANET M. FURRY, witnesses, this /3 '`d day of ~',~,~a,,~L 1990. 1~4C^~r~i,~n a //~'rGC. L> Notary Public i °_ Sal :.i ~ ~ . 3•i{'~ `p1 ~;A~7i.1~.^:11~';~,14~!i GJ.{~t:i ~. l,.%.r-SAS 5...~....".~.,........~~.~.-...v.e........-- ~.~;~.=°:.. Y~~tana'Sf!?sY, :~»"~'1ethSdfl 6I HOSif12i . /~} 1/' ~~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: N. Lester Weldon Date of Death: 2/21/2001 Will No. 21-O1-0339 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to~completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Approximately 12 months 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes - No d. Copies of receipts, releases, joinders and approvals of formal or informal accou may be filed with the Cerk of the Orphans' Court and may b a- ache to this report. Date: 1/9/03 S e . Richard C. Snelbaker Name (Please type or print) 44 West Main Street Mechanicsburg, PA 17055 Address X717 ~ 697-8528 Tel. Nv. Capacity: Personal Representative (MAH:rmf/AM3) X Counsel for personal representative Cumberland County - Register Of Wills Hanover and High Street * Carlisle, PA 17013 ', Phone:(717) 240-6345 Date: 1/06/2003 SNELBAKER RICHARD C 44 W MAIN STREET MECHANICSBURG, PA 17055 RE: Estate of WELDON N LESTER File Number: 2001-00339 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 2/21/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~ ~ ~~ DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: File Personal Representative(s) Judge 1~ -tea I - > ~, BUREAU ciF INHYVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA INHERITANZ;E TAX ~IVISIDN DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-060 1 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX ~FP (O1-RS) DATE 03-31-2003 ESTATE OF WELDON N L DATE OF DEATH 02-21-2001 FILE NUMBER 21 01-0339 COUNTY CUMBERLAND RICHARD C SNELBAKER ACN 101 SNELBAKER ETAL 44 W MAIN ST Amount Remitted MECHANICSBURG PA 17055 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 (01-031 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WELDON N L FILE N0. 21 01-0339 ACN 101 DATE 03-31-2003 TAX RETURN WAS: ( )ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE 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 (Schedule B) (2) 694.00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) [3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fora with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) [5) .00 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. 7ota1 Assets (g) 694.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 886.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8.257.41 11. Total Deductions (11) 9 . 1 4; _ 41 12. Net Value of Tax Return [12) 8,449.41- 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (i4) 8,449.41- NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17 18 and 19 will reflect figures that include the total of ALL returns , assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) .00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00 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)= .00 T4X CRETITTC~ DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (8-88) ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 WELDON LESTER N Kathryn Harbilas INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER 2101-0339 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES H B-3 I Reduced to $694.00. Family exemption can only be claimed against assets subject to will or intestacy. Row Page 1 COMMONWEALTH OF PENNSYLVANIA 'l COUNTY OF CUMBERLAND f ~~ Gertrude W. Weldon being duly sworn according to law, deposes and says that she is the Executrix of the Estate of N. Lester Weldon late of ~lv~~p~x~-c~__~95nznshit~ ,Cumberland County, Pa., deceased and that the within is an inventory made by Gertrude W. Weldon _ _ ., the said Executrix of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. Sworn and subscribed before me, 1 ~ ~~ 2003 Notarial Seel Sandra K. Showers, Notary Ptbllo ~'p eoro, Cu~eAend Color MY t`Anunlss,on Expires Nov 22 201 Date of Dept!: 21 ~~a.~ ~.~ Exeeufor -Administrator Gertrude W. Weldon, Executrix 3 4 Westf fields Drive ec nics urg, Addrsss Febr uar y 2001 Day Mon+h Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. a .,~ a 3 ° ~ M o '_"~ O N " ~ O W ~ 1.1 F- u_ ~ ~ ~ ~ O d J Z H Q W J Q W ~ _ LL O ~ o ~ N 3 ~ +~ N C ~ •,~ Qa ~ ~ ~ ~ ~ ~ ~ ~ a .~ ~ fl ~ o x ~ A ~ G-i U ~ ? ~ ~ a ~ ' z ~ Z a 2 ~ o U .~ M ~ ~ ~ I o i ~ t J ;, .~ U -~ ~ tl. ,~ O] ° - x U w ai Inventory of the real and personal estate of N. LESTER WELDON, Deceased PERSONALTY: 1. The Dial Corporation, 100 shares of common stock registered as Tennants in Common with Decedent's spouse, valued at 513.88 per share TOTAL PERSONALTY: REAL ESTATE: 1 . All Real Estate in which Decedent had an interest was owned with his wife, Gertrude W. Weldon, as Tenants by the Entireties. TOTAL PERSONALTY AND REAL ESTATE: N , L *_ ~ d °i, ~ ' ' Q ., ~~ ~ ; ~ ~u ~'~ ~ O ~G u7~ ,, r~Cs $ 694.00 5 694.00 5 0.00 5 694.00 Page 1 RECEIPT AND RELEASE WHEREAS, N. Lester Weldon, late of Silver Spring Township, County of Cumberland and Commonwealth of Pennsylvania, died on February 21, 2001, having first made his Last Will and Testament in writing probated before the Register of Wills of said Cumberland County on March 29, 2001, and Letters Testamentary were issued on the same date to Gertrude W. Weldon, the Executrix named in the Last Will and Testament of said Decedent; and WHEREAS, said Executri-x Yias entered upon and completed her administration of said Decedent's Estate as set forth in her First and Final Account attached hereto, and intends to distribute the net balance of the assets of said Estate to the person named in the Statement of Proposed Distribution also attached hereto, both of said documents being incorporated herein by reference thereto; and NOW KNOW ALL MEN BY THESE PRESENTS, that I, Gertrude W. LAW OFFICES S NELBAKE R. BRENNEMAN & SPARE eldon, being the principal legatee and distributee named in the Will of said Decedent and the person entitled to share in the residuary distribution of the Estate of said Decedent, do hereby declare and say that I have examined the attached Account and Statement of Proposed Distribution, and find the same to be true and correct, and in strict accordance with the terms and 1 provisions of said Will, and I do hereby acknowledge 'that I, this day have, had and received of and from Gertrude W. Weldon, Executrix of the Estate of N. Lester Weldon, the cash, personalty and/or real estate set opposite my name in the above Statement of Proposed Distribution, in full satisfaction, payment and discharge of all such sum or sums of money, legacies and bequests, share or shares, purports and dividends which were due, owing and payable and belonging to me, by any means whatsoever, for or on account of my full share, part or dividend of the Estate of N. Lester Weldon, Deceased. NOW, THEREFORE, I, the said Gertrude W. Weldon, do by these LAW OFFICES S NELBAKER. BRENNEMAN & SPARE presents, remise, release, quit-claim and forever discharge the said Gertrude W. Weldon, her heirs, executors and administrators, of and from my said shares or dividends of the Estate aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or of any act, matter, cause or thing whatsoever, from the beginning of the world to the day and date of these presents. AND, desiring to avoid the delay and expense of the settlement of said Estate by filing the foregoing Account of said administration in the Office of the Register of Wills of said umberland County and by having the balance in the hands of the xecutrix, as shown by said Account, distributed by the Court of Common Pleas of Cumberland County - Orphans' Court Division, I do hereby agree that the foregoing Account and Statement concerning 2 ~, the matter of settlement may be recorded with the same effect upon me as if the same had been reported upon by said Court, in a decree of distribution made on such proposed Statement of Distribution by the said Court of Common Pleas - Orphans' Court Division. AND in consideration of the aforesaid settlement being made without the aid of such Court of Common Pleas - Orphans' Court Division, that I, the said Gertrude W. Weldon, do hereby agree that if any debts or demands other than those included in the above referenced First and Final Account, as hereinbefore set forth, shall be hereafter recovered against the Estate of said Decedent and be legally payable out of the same, that I will return to the said Executrix such amounts thereof as may be necessary to pay such debts or demands. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~~ day of rn ac.~ 2003. (WITNESSED BY: .CS~„~;.~[7vlJr~ d/i~.~s~ ( SEAL ) Gertrude W. Weldon LAW OFFICES SNELBAKE R. B RENNEMAN & SPARE 3 COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND} On this the ~ y~ day of ~Q-y~- 2003, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Gertrude W. Weldon, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public ----___. Notarial. Sed ~~ rePub~c Expires Nar. 22 '~',naNe AseoGaMon of LAW OFFICES S NELBAKER. BRENNEMAN & SPARE 4 ESTATE NO. 21-01-0339 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY GERTRUDE W. WELDON, EXECUTRIX OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF N. LESTER WELDON, DECEASED, LATE OF SILVER SPRING TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Gertrude W. Weldon, Executrix as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: February 21, 2001 DATE LETTERS TESTAMENTARY ISSUED: March 29, 2001 DATES EXECUTOR NOTICE ADVERTISED: Cumberland Law Journal N/A Patriot-News N/A FIRST AND FINAL ACCOUNT PERSONALTY -PRINCIPAL ACCOUNT DEBITS The Accountant charges herself with the receipt of the following items of Decedent's Personalty valued as of the date of Decedent's death: 1 . The Dial Corporation, 100 shares of common stock registered as Tenants in Common with Decedent's spouse, valued at 513.88 per share TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY -PRINCIPAL ACCOUNT CREDITS LAW OFFICES SNELBAKER. BRENNEMAN & SPARE The Accountant claims credit for the payment of the following items from Decedent's Personalty Account: 1 . Snelbaker, Brenneman & Spare, P.C., attorney services 2. Snelbaker, Brenneman & Spare, P.C., costs advanced a. Register of Wills, probate fees b. Register of Wills, filing fee for Inheritance Tax Return TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY -INCOME ACCOUNT DEBITS The Accountant charges herself with the receipt of the following income from the investment of Personalty Principal: TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: 5 694.00 s ~y4.~v 5 150.00 42.00 32.00 10.00 5 192.00 S NONE 5 NONE Page 1 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE PERSONALTY -INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Personalty Principal Account: TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE -PRINCIPAL ACCOUNT DEBITS The Accountant charges herself with the receipt of Decedent's Real Estate as follows: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE -PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from Real Estate Principal Account: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: REAL ESTATE -INCOME ACCOUNT DEBITS The Accountant charges herself with the receipt of the income from the investment of Real Estate Principal Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: REAL ESTATE -INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: Page 2 5 NONE S NONE $ NONE 5 NONE $ NONE S NONE RECAPITULATION LAW OFFICES SNELBAKER. BRENNEMAN & SPARE PERSONALTY: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY REAL ESTATE: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: S 694.00 S 192.00 S 502.00 S NONE S NONE S NONE S 502.00 S NONF S NONE 5 NONE S NONE S NONE S 502.00 Page 3 STATEMENT OF PROPOSED DISTRIBUTION Gertrude W, Weldon, Executrix and Accountant herein, proposes to distribute the balance of the Estate of N. Lester Weldon, Deceased, to wit: 5502.00 in accordance with the Last Will and Testament of said Decedent as follows: 1 . Gertrude W. Weldon 5 502.00 100% of residue as per Item Second of Will TOTAL FOR DISTRIBUTION: 5 502.00 ** It is noted that Gertrude W. Weldon personally paid 58,257.41 on account of obligations attributable to Decedent and waives any claim for reimbursement. LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Page 4 COMMONWEALTH OF PENNSYLVANIA ,~-Q.,<. 2~ 2y.~ Gertrude W. Weldon Executrix and Accountant COUNTY OF CUMBERLAND SS: Gertrude W. Weldon, being duly sworn according to law deposes and says: that she is the Executrix of the Estate and under the Last Will and Testament of N. Lester Weldon, Deceased, and the Accountant herein; that there are no unpaid creditors or claimants of said Estate; that there are no persons interested in the distribution of said Estate other than as stated in the foregoing Statement of Proposed Distribution; and that the facts set forth in the foregoing First and Final Account and Statement of Proposed Distribution are true and correct to the best of her knowledge, information and belief. Sworn to and subscribed before me this ILA ~ day of ! ~ 2003 ~~~Q ~~~ Notary Public Not~`J P SardN~goro, G~ p 3 empires Nav. 2'L, Nh- ~., .,: r~ Memt~, ~^~"~~ LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Page 5 - ~, ~ .... ~ *~ `~ _? f : . ~ a } ~ ~/ ~~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: N. Lester Weldon Date of Death: February 21, 2001 Will No. 21-O1-0339 _ Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. l~is Yes, state the following: a. Did the personal~fepresentative file a final account with the Court? Yes No X. b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes - X No d. Copies of receipts, releases, joinders and approvals of formal or informal account ay be filed with the Cerk of the Orphans' Court and may be t ac~t~this report. Date: s~ 1`-l (03 S Richard C. Snelbaker Name (Please type or print) .._ N ; w ~.~ 4~4 West Main Street `~' ~? ~ wr ~ Mechanicsburg, PA 17055 Q ,,. Address `^° ~ ( 717 ? 697-8528 ~ x: ~~ Tel. No. u~ ~,x~, ~ ~ o w ~~ ~ a, ; Capacity: Personal Representative ';jC~ X Counsel for personal representative (MAH:rmf/AM3) L7 t'' p w ~ ~'' ~. ~. m ~ ~,, ~~ ~ f ^ ~ _ ,. ' ~ ' ~ , ~, ~ ., N