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Home My WebLink About08-07-15 1505618403 � `.�t pennsylvania ' DEPAHTMENTOF REVEN�X�03-14) OFFICIAL USE ONLY REV-1500 Counry Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RE7URN 21 14 117 2 Po aox 2soso� RESIDENT DECEDENT Harrisbur PA 17128-0601 ENTER DECEDENT INFORMATION BELOW MMDDYYYY Date of Death MMDDYYYY Date of Birth Social Security Number 11 p 4 19 4 0 190 11 19 2014 MI Suffix DecedenYs First Name Decedent's Last Name W GERALD WEBER Mi (If Applicable)Enter Surviving Spouse's Information Be1ow Suffix Spouse's First Name Spouse's Last Name THIS RETURREGISTER OF WILLS WITH THE ❑ � 3. Remainder Return(date of death FILL IN APPROPRIATE OVALS BELOW 2 Supplemental Return prior to 12-�3-s2) � 1. Original Return � ❑ 6. Federal Estate Tax Return Require � q Agricultural Exemption(date of 5. Future Interest Compromise(date of death on or after 7-1-2012) ❑ death after 12-12-82) g. Total Number of Safe Deposit Boxes � 7. Decedent Died Testate 8. Decedent Maintained a Living Trust ❑ (Attach copy of trust.) ❑ (Attach copy of will) ❑ 12. Deferral/Election of Spousal Trus s � 10. Litigation Proceeds Received 11. Non-Probate Transferee Return (Schedule F and G Assets Only) ❑ � 14. Spouse is Sole Beneficiary 13. Business Assets (No trust involved) CORRESPONDENT•THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INF D yt me Tel2phon2 Nuntqe ED T0: Name 717 54❑ 4332 LINDA J OLSEN First Line of Address 2000 LINGLESTOWN ROAD Second Line of Address S U I T E 2 0 2 State Z�P Code City or Post Office 1711� PA HARRISBURG lolsen hazenelderlaw.com CorrespondenYs email address: REGISTER OF W�LLS USE ONLY �� n � � � � � :� rncrn-� REGISTER OF WILLS USE ONLY � G' Q DATE FILED MMDDY\"!Y t� � L= -- C�-i � � G7 ,^i � _.7 � r„_ .:�� C7 5 _ ; Cz3 -•.] � r� DATEfILEO STAMP � c"� Y ' ...�..j r —r � �'i � ,, «,. _.� c__: ,:_ �7 - ~ � i'l .-f i � �� O . 00 Side 1 I IIIIII IIIII �IIII IIIII IIIII III�I IIIII IIIII�I�II�II��IIII I�II 15 0 5 618 4 0 3 � � 15�5618403 1505618411 � REV-1500 EX Decedent's Social Security Number 19U 32 7768 DecedenYs Name: Webe1', Gerald William RECAPITULATION 17 9,9 0 0 - 0� 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. . 3. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... . ................................ 4. 4. MoRgages and Notes Receivable(Schedule D .................... 16�y�7 . 2 6 5. Cash,Bank Deposits and Miscellaneous Personai Property(Schedule E).......... 5. 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6� 7. Inter-Vivos Transfers&Miscellaneous No❑n-PSepa a er Bili ng Requested............ 7� (Schedule G) ......................... s. 196 ,007 • 26 8. Total Gross Assets(total Lines 1 through 7)............................... t{y,9 7 4 • 7 3 . . ......................... 9. 9. Funeral Expenses and Admmistrative Costs(Schedule H)........... 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 89 ,413 • 62 11. Total Deductions(total Lines 9 and 10)................................................................ �� 131 �388 • 35 �2 64 ,618 • 91 . . . . ...................... 13. 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. 64 ,618 - 91 . . . ............ 14. Net Value Subjectto Tax(Line 12 minus Line ...•�•••• ... . . TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or Q . 0 0 transfers under Sec.9116 �5. (a)(1.2)X.00 16. Amount of Line 14 taxable 2 ,4 5 7 • 8 5 at lineal rate X .045 54 ,618 • 91 16. 17. Amount of Line 14 taxable � �� 0 . �❑ 17. at sibling rate X.12 18. Amount of Line 14 taxable 1'S�� 0 10,0�❑ • DO �8. at collateral rate X.15 3,9 5 7 • 8 5 . .......... 19. .............. . 19. TAX DUE..... ................................................. ............................. � 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT X Under penalties of perjury,I decDecla ation of preparehother than the pes on respons Ible for fii ng the returnt s based on al�nfo mation ofywhich Iprepa er haslief, it is true,correct and complete. oATE any knowledge. ING TURN � Di ne McArdl - j�-� SIGNATUR ' PERSON RE NSI ,, ADDRES 4 E Red G Id Circle, Camp Hill, PA 17011 DATE SIGNATUR� PREPARER HER T EPRESENTATIVE Linda J. Olsen -„�IJ •- � ADDRES 2000 Linglestown R ad, Harrisburg, PA 17110 I II'III II��I IIIII��III IIIII III�I II��I I�III�I�II II�'I II�I I��I Side 2 � � 1505618411 1505618411 File Number 21-14-1172 REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Weber, Gerald William STREET ADDRESS 4 E Red Gold Circle STATE Z�P CITY pq 17011 Camp Hill Tax Payments and Credits: �� 3,957.85 1. Tax Due(Page 2,Line 19) 2. Credits/Payments g,000.00 A. Prior Payments 197.89 g,197.89 B. Discount Total Credits(A +B) (2) (3) 3. Interest �4� 5,240.04 4, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Check box on Page 2,Line 20 to request a refund (5) 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. Make Check Payable to REGISTER OF WILLS,A ENT � �- � �� , �,,� � ,�.�� ,. � .,� 4�,..e . .ti. , . G � � ,.,,,, „ . h�. �d �� ,-., t �� `,, . ,�., � y,� ,.,. �..��,�,W ��.. �, �.,A�.� . �„�. �� ,�w, 4, � PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No 1. Did decedent make a transfer and: � � . . . . . ......................................... 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............................................................. . ❑ �x d. receive the promise for life of either payments,benefits or care?..............................:::::::�::�:::::::�::::�:��::� ❑ ❑ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without . ................................ . . � receiving adequate consideration?.................... . . . 3. Did decedent own an"in trust for" or payable upon death bank account or secunty at his or her death?....... X 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 COMPIETE SCHEDULE G AND FILE IT AS PART OF THE RET • . c., � , ' ,..�.� � ��Y y�, g'�. , ',�+ ...:r�,. . . ° � � � 5 the tax rate imposed on the net value of transfers to or for the use of the surviving spouse '� .,..f 3F¢ $—;g.-�,v.�.... For dates of death on or�after July 1,1994 and before Jan.1,199 , is 3 percent(72 P•S•§9116(a)(1.1)(i)]. For dates of death on or after Janua ute does not exempt a Vansfer to ahsurv v ng spouse from tax,a d the statut ry equi elment por disclosuee of assets and [72 p.S.§9116(a)(1.1)(ii)]. The stat filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: . The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural paren,an adoptive parent,or a step-parent of the child is 0 percent[72 P•S•§9116(a)(1.2)1. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except;s3 ot A s bi n2 s defined6(a)(1))• . The tax rate n 9102a s an nd vtidual whothas atrleast onerpa ent n�common w h the delcedent 1whether by b ood o§adoption� )� 9 under Sect o Rev-1502 EX+(12-12) S C H E D U LE A pennsylvania REAL ESTATE DEPARTMENT OFREVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF 21-14-1172 Weber, Gerald Wiiliam All real p8%Phanged be weeln la wili ng buyeaand a willi g�sel eUsne ther be n compelledato buy olr�sellF,both having reasonable knowledgelof theVrelevant fectsy W�uld be Real propeRy that is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold Include a copy of the deed showing decedenYs interest if owned as tenant in common. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 179,900.00 1 Real Estate-5107 Polo Fields Dr., Gibsonia, PA -See HUD-1 attached. Property sold to bona fide 3rd Party purchaser with joinder of devisees pursuant to 20 Pa.C.S. Section 3351 because assets of estate are insufficicient to pay administration expenses and taxes. TOTAL(Also enter on Line 1, Recapitulation) 179,900.00 (If more space is needed,additional pages of the same size) Form PA-1500 Schedule A(Rev. 12-12) Copyright(c)2012 form software only The Lackner Group,Inc. Rev-1508 EX+(08-12) gC H E D U LE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OFREVENUE p E RS O N AL P RO P E RTY INHERITANCE TAX RET�RN RESIDENT DECEDENT FILE NUMBER ESTATE OF 21-14-1172 Weber, Geraid William Include the proceeds of litigation and the date the proceeds were received by the estale. All property')ointly-owned with the right of survivorship must be disclosed on schedule F. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 13.20 � PA Unclaimed Property 1,006.00 2 Refund- US Treasury-IRS 2014 personal income taxes 3,597.58 3 PNC Bank cking#00-0453-2821 17.86 4 PNC MM#50-0627-7054 5 Pittsburgh Steelers football season tickets-20 seats @$500 ea 10,000.00 153.21 g HUD-1 Feb.homeowners adjusted 1,048.91 7 HUD-1 school taxes adjusted 25.50 g Refund-from Physician't officeloverpayment 245.00 g Refund-overpayment of Erie insurance homeowner's premium TOTAL(Also enter on Line 5, Recapitulation) 16,107.26 (If more space is needed,additional pages of the same size) Form PA-1500 SChedule E(Rev.08-12) Copyright(c)2012 form software only The Lackner Group,Inc. REV-1511 EX+(08•13) SCHEDULE H pennsylvania FUNERAL EXPENSES AND DEPARTMENT OFREVENUE INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT FILE NUMBER ESTATE OF 21-14-1172 Weber, Gerald William Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q FUNERAL EXPENSES: 5,504.25 See continuation schedule(s) attached g, ADMINISTRATIVE COSTS: �. Personal Representative's Commissions Name of Personal Representative(s) Diane McArdle Street Address 4 E Red Gold Circle City Camp Hill State PA Zio 17011 6,400.00 Year(s)Commission Paid 2015 8,500.00 2. Attorney's Fees Hazen Elder Law g. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address State Z1° City Relationshio of Claimant to Decedent 395.00 q. Probate Fees Register of Wills 5, AccountanYs Fees 425.00 g, Tax Return Preparer's Fees 20,750.48 7. Other Administrative Costs See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 41,974.73 Form PA-1500 Schedule H(Rev.08-13) Copyright(c)2013 form software only The Lackner Group,Inc. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued FILE NUMBER ESTATE OF 21-14-1172 Weber, Gerald William AMOUNT ITEM DESCRIPTION NUMBER Funeral Exaenses 2,572.30 � Brady Funeral Home 2,667.00 2 Funeral reception 264.95 3 Patriot News Obituary H-A 5,504.25 Other Administrative Costs 158.00 4 Central Penn Business Journal-estate notice Accordin to the 38.30 5 Cityltown taxes for 2015-paid at closing on sale of real property. - 9 Department of Revenue,expenses associated with the maintenance and sale of the real estate are allowable when administrative expenses and taxes cannot be paid other than from proceeds from sale of devised property. g Closing costs on sale of real property-see HUD1 attached. -According to the Department of 19,035.71 Revenue,expenses associated with the maintenance and sale of the real estate are allowable when administrative expenses and taxes cannot be paid other than from proceeds from sale of devised property. Closing costs include payment of delilnquent taxes on real estate which were debts of decedent. 7 Consol Communications-cable-According to the Department of Revenue,expenses 280.01 associated with the maintenance and sale of the real estate are allowable when administrative expenses and taxes cannot be paid other than from proceeds from sale of devised property. g According to the 75.59 g County taxes for 2015-paid at closin on sale of real property. - Department of Revenue,expenses associated with the maintenance and sale of the real estate are allowable when administrative expenses and taxes cannot be paid other than from proceeds from sale of devised property. Form PA-1500 Schedule H(Rev.6-98) Copyright(c)2002 form software only The Lackner Group,Inc. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued FILE NUMBER ESTATE OF 21-14-1172 Weber, Gerald William AMOUNT ITEM DESCRIPTION NUMBER 75.00 g Cumberland Legal Journal-estate notice 10 Dominion Gas-final utility payment-According to the Department of Revenue,expenses 494.32 associated with the maintenance and sale of the real estate are allowable when administrative expenses and taxes cannot be paid other than from proceeds from sale of devised property. 11 Duquesne Light-final electric-According to the Department of Revenue,expenses 471.20 associated with the maintenance and sale of the real estate are allowable when administrative expenses and taxes cannot be paid other than from proceeds from sale of devised property. 122.35 �2 PNC Bank-fees H-B7 20,750.48 Form PA-1500 Schedule H(Rev.6-98) Copyright(c)2002 form software only The Lackner Group,Inc. Rev-1512 EX+(12-12) SC H E D U LE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENTOFREVENUE MORTGAGE LIABILITIES AND LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF 21-14-1172 Weber, Gerald William Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses• VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 10.30 1 Arriva-medicai 308.40 y AT&T-cell phone 485.33 3 Climate Systems-condo heating 106.20 4 Community Life Team -ambulance 5 Erie Insurance premium for auto and homeowners(auto withdrawn from bank account) 485.00 250.00 g Hampton Twp.School District-back real est.tax on Condo 110.60 7 Harrisburg YMCA-fees(auto deducted from checking) 50.00 g Holy Spirit Hospital -co-pay 130.09 g Johns Hopkins-hospital (90.01, 19.36,20.72) 753.60 10 New Bloomfield Transport-ambulance 99.67 11 Optum Rx-medical 500.00 12 Pam Schweitzer-home nurse 5.00 13 Pinnacle Health -co-pays 82,175.38 14 PNC Bank-HELOC#0040 4001008114726056 15 PNC Bank-HELOC#0040 4001008114726056 - -payments made between date of death and 1,614.86 date real properry sold. 32.61 16 Sherman Podiatry, MD 168.00 17 VSP Insurance Co.-premium Total of Continuation Schedule See attached page TOTAL(Also enter on Line 10,Recapitulation) 89,413.62 (If more space is needed,additional pages of the same size) Form PA-1500 Schedule I(Rev. 12-12) Copyright(c)2012 form software only The Lackner Group,Inc. Rev-1512EX+(12-12� SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENTOFREVENUE MORTGAGE LIABILITIES AND LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT continued FILE NUMBER ESTATE OF 21-14-1172 Weber, Gerald William VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 2,128.58 �g West Shore EMS-ambulance TOTAL(Also enter on Line 10, Recapitulation) 89,413.62 Form PA-1500 Schedule I(Rev. 12-12) Copyright(c)2012 form software only The Lackner Group, Inc. REV-1513 EX+(01-10) pennsylvania SCHEDULE .1 DEPARTMENT OF REVENUE gENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF 21-14-1172 Weber, Gerald William RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NAME AND ADDRESS OF DECEDENT (Words) �$$$� NUMBER PERSON(Sl RECEIVING PROPERTY oo Not�is Trustee s I• TAXABLE DISTRIBUTIONS a�str butions�antd tansfers under Sec.9116 a �•2 Pa�ner Specific Bequest Diane C McArdle and Residue of 4 E Red Gold Circle the Estate Camp Hill, PA 17011 Glenn F.Weber Child Specific Bequest 5107 Polo Fields Dr. Gibsonia, PA 15044 Kristy D.Weber Granddaughter Specific Bequest 2306 Sidney St. Pittsburgh, PA 15203 Michael P.Weber Child Specific Bequest 5107 Polo Fields Dr. Gibsonia, PA 15044 Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKE B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 FormEPA 1500 Schedule J(Rev.01-10) Copyright(c)2010 form software only The Lackner Group,Inc. CERTIFICATE OF ��(;��TE�t �F VriILLS GRANT OF LETTERS CUMBERLAND COUNTY PENNSYLVANIA ' ,, � F C�N1� �R ' PA No. 21- 14- 1 172 y � �;� �� No. 20�4- 0� ��2 � f�;�x�� '� Es ta te Of: GERALD WILLIAM WEBER J i �"� lFirst,Middle,lastl ° �� -�_-� �,/ �' � c, n �� La t e Of: CUMgER�AN�OUNT�NSHIP � ��_ i r� � � �� l� Deceased � �� Social Security No: 190-32-7768 �175� WHEREAS, on the 12th day of December 2014 an instrument dated December 20th 2010 was admitted to probate as the last will of GERALD WILLIAM WEBER (First,Middle,LasU late of EAST PENNSBORO TOWNSH/P, CUMBERLAND County, who died on the 19th day of November 2014 and WHEREAS, a true copy of the will as probated is annexed hereto. L/SA M. GRAYSON, ESQ. , Register of Wills in and THEREFORE, I, hereby for CUMBERLAND County, in the Commonwealth of Pennsylvania, certify that I have this day granted Letters TESTAMENTARY to: DIANE MCARDLE who has duly qualified as EXECUTOR(R/XJ and has agreed to administer the estate according tCOUNTY COURT HOUSE, fully appears of record in my office at CUMBERLAND CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 12th day of December 2014. ' e isier of Wills . �1 (��, D put **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) RECOR��C 0�F�C� OF r T�^ �= t�-!;L..�S �C r R� ,� t .__ , ., Z�ly �� 12 �(� 2 37 LAST �`'ILL AND TESTAME:�iT CL��; . �� OF OR('��P�.�' r��l;�i ��A. GERALD W• �✓EBER cu��eL��_,° � _ � . . I, GERALD W. �'�'EBER, now domiciled in Cumberland County, Pennsylvania, declare this to be my Last Will and Testament. I revoke all other wills and codicils that I inay have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claiin reimbursement for any such taxes which become payable as the result of any property over which I have tlle power ot appointment. Arti_ I give the Seat Licenses to the 20 seats I have for Pittsburgh Steelers Football games to DIANE MCARDLE. In the event DIANE MCARDLE predeceases me or fails to survive me by thirty (30) days, then I give, devise and bequeath such Seat Licenses to my son, MICHAEL PAUL WEBER. I give, devise and bequeath the remainder of my tanbible personal property in accordance with any memorandum I have haildwritten or signed, located with my will or �vith my valuable papers and found within 30 days of the probatc of iny will. Gifts inay only be to P ersons who survivc me or to organizations which exist at my death, and if there is a conflict, the meinorandum having the latest date shall govern. To the extent no such memoranduin is found, or all of my tangible personal property is not disposed of pursuant thereto, I give, devise and be ueath my tangible personal property to my two sons, GLENN F. WEBER, and MICHAEL 9 p, WEB�R, in such shares as they may agree upon. Article IV I give, devise and bequeath any interest I inay have at the time of my death in my real ro erty located at 5107 Polo Fields Drive, Gibsonia, Pennsylvania 15044, and all contents p P therein, in three equal shares to my two sons, GLENN F. WEBER and MICHAEL P. WEBER, and iny granddaughter, KRISTY D. WEBER. In the event GLENN r. W�BER, MICHAEL P. WEBER or KRISTY D. WEBER predeceases me or fails to survive me by thirty(30) days, then this property shall pass to the survivor between them,peY stirpes. Arti_ cle V All the rest, residue and remainder of tny estate, of whatsoever nature and wheresoe�-�r situate, I give, devise and bequeath to llIANE MCARDLE. In the event DIANC MCARDL� P redeceases me or fails to survive me by thirty (30) days, then I give, devise and b�queath all the rest residue and remainder of my estate in equal shares to my two sons, GLENN I'. WEBLR, � and MICHAEL P.WEBER, per stirpcs. 2 Article VI I nominate, constitute and appoint DIANE l�7CARDLE, of Cumberland County, Pennsylvania as Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint my son, MICHAEL P. WEBER, as successor Executor of my Last Will and Testament. I direct that my Executrix or successor Executor be permitted to serve without bond. In addition to those powers granted by law, I �'ant them power to distribute in cash or in kind, in like or in unlike shares, and to file any qualified disclaimer I could have filed if living. My Executrix or successor Executor shall receive reasonable compensation for seivices rendered to my estate. Artic_ In addition to the powers conferred by law, I authorize my �xecutrix and successor Executor, in her/his absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all fonns of property without being confined to legal investinents, and without regard to the principal of diversification, (d) to exercise any option or right arising fi-om the ownership of investments, (e) to compromise claims without court approval and without coiisent of any beneficiary, (� to file any federal income tax return for any year for which 1 have not filed such return prior to my death, 3 (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to einploy any attorney, investment advisor, or other a�ent deemed necessary by my Executrix or successor Executor; and to pay from iny estate reasonable coinpensation for all their services, (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, (j) to disclaiin, in whole or in part, any property or interest therein which passed to me or which was created for my benefit, for any reason in the discretion of my Executrix or successor Executor, and (k) to receive reasonable compensation in accordance with the standard schedule of fees in effect while their services are performed. IN WITNESS WHEREOF, I, GERALD W. WEBER,hereby set my hand to this my Last Will and Testament, on 1 c'rp rv� �-ct .�L� , 2010, at Harrisburg, Pennsylvania. �,� .�f �,/�;� �! j t f ' � t � ;,;r r `_ / GERALD W. WEBER In our presence, the �i�ove-nained GERALD W. W�BER signed this and declared this to be his Last Will and Testa..zent and now at his request, in his presence, and iiz the presence of each other, we sign as witnesses. Name Address ; � ) , ,, ,., +k ,� , ' ,,_ ;; ,:��_ 2000 Lin lestown Rd Suite 202 Harrisbur� PA l 7110 ;.�Y-�i ;�;.=',}�� : �-��^� �l�_•';;�;��,-�,; 2000 Lin�lestown Rd Suitc 202 Harrisbur� PA 17110 P C,__. l .1 4 I, GERALD W• �VEBER, Testator, who signed �d�and e e�cuted this in5trul�nent ab m�Y duly qualified according to law, ac�k�owledge that I s g y p oses tl�erein Will, and that I signed it willin 1 as m free and voluntar act for the urp expressed. Sworn to or affirmed and Acknowledged before me by GERALD W.wEBER,the Testator on ;-� �: , 2010. ��C�"�ti 1 E�"' - . ' c:�� '; ,' � -r i � � r'. `_.r 4 - ,; _ , . --= ' Z____.- � � � .� ,,� i L � � � � `—' GERA�: • E R�_- Notary Public COt��10NWEALTH 0�PENtdS`fLVI�PIIA Nobrlal Seal M�lissa M.iCai�,Notary Public Susquehanna'fWp.,Dauph�n Cuunq, �Ay Commission Expires Aug.11.,�Q14 '., We, the undersigned witnesses who signed the foregoW��e Tes ator sgn and executeltha according to law, depose and say that we were present and sa instrument as his Will; that he signed and executed it willing1t and hearr ng sagn dltlae Willf as the purposes therein expressed; that each of us in his s �, ears or witnesses, and that to the best of our knowledge, that he was at tllat tin�e eighteen (18) y niore of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and , 1 Subscribed to before me � �� ,'1 i. < -C�.,�1 _ � ,..._,..t i't�.�,-'a. by � � � �:' �, „�\ �•�t 'r'�� Witness ' and��'�-�' �� t�;��..sv�� _— 2010. witness s, on 1.—_ kt��..��>�. " ,__ �_--�—' —' ��1.,�r�-;.�.� {�- 1.��_1��%�'�Y Y�'�- Witness� � � � J �-"l��'�.L�',�-�� --, Notary Public COMMqNW�ALTt10F PEfJNSYLVANIA Notartal Seal Melissa NI.Kain,NoWry Publ'�c Susquehanna 1Wp•,Dauphln County 5 My Commisslon Explres Aug.11,20x4 prr.�ouo ear.�n�si�o� �UNen DeveWPmem �__., ll.3.OepeAment of Housing A. Settlement Statement pMg p el No.2502-a265 `�u��e Number g.T e ot Loan 7.Loan NumDer 8.1Aon9a9e t. C1F}IA 2�FmHA 3- Q�.U"�ns. e.Fila tJumbar N Ti110Express SettlemeM System t5-9044'ES h u»wux. 4. VA 5. Caw,ins. ■ h;,a w,tib,,,,.uo�ow�;�°,,,�,�"°�,,,,.P�w�+ Prinled Otf2912015 at 15:13 CLB mn� ,��aaw+patwcw� r1O7wrou»�ik�teCStW�Mwsu tot0. mak�WNFw daliiss�+:Tple 7BU.&CoOa Sealui t 1 W Secum G t3010: wA��;m`„��ao�norn9Y � �o �csn�du0��Me end� . D.NAME oF BORROwER: ROh1ALD KLINEFELTER and BEYERLY KLINEFEL7E pDDRE55: ESTATE Of GERALD WEBER E.NAME OF SEu.ER: �p��cpudie 4 East Red Gold Cucle Cam HIII PA 17011 pD�RESS: F.NAME OF tENDEfl: �Lh ADDRESS: G.PHOPERTY ADDRESS: HamP on To t��ve,Gibsonia,PA 75044 N.SEffl-EMEN7 A(�ENT: Evefest Settiement PLACE Of ETTLEMEN7: No�lhwoc�R�15S��ag g50 Rdams Sfio ea Mars KaS�M��AY OF LLER'S 7RANSA TION: 1.SETTLEMENT DATE: J.SUMMARY OF BORR ER� TRANSA n N' 4pp.GR053 AMOUNT DUE Ta SELLER »y�.00 100.GROSS AMOUNT DUE FAOM 88RROWER »9 9�� ,�ti �t��sates �e 101. Contrad sales � 402. Persona! 102. Personal 4136J5 4�3. 103. Settlement char es M b��'"B�4W qpy, 104. 4�' Ad' strnents 1ar nerttis aid b seller in advence 105. Ad ustmenW tor iterns aid b seNer in a vance qpfi. Ci ftovm taxes tpg. Cit Aowntaxes 407. Count taxes 1 048.91 tattas 0?106Ii5to��a15 t53.21 147. Oy06115ro06130115 1048.S1 �OB. Schooitaxes nersA�JB6�15 10 02/2811 5 1oe. Schooi tazes 153.21 409. Febsua Homeow 109. febNa HomeownersA6��5�0?128115 410. 110. 4 t 1. itt. 4t2. 181 100.12 ��Z_ 185 6.87 420.�ROSS AMOUNT DUE TO SELtER 120.GROSS AMOUNT DUE FROM BORROWE� 5pp,pEDUCTtONS IN AMOUNT DUE TO SELLER 2000.00 501. fYcess De ' sae tnstructions 30 678.9b ypp,pMOUNTS PAlD SY OR ON BEHAIF Of BORROW � $em��c�r es to se��e� ��14� Zp1 pe "t a eamesl rtwne g2�75.38 202. Pri ' t amount ol new bar's 5p3. Existin toan s iaken su ect to 203. EYisli loan laken s 'ect to 5p4. Pa oN:Loan 7 OW0400i008N472 204. PNC Bank 505. Pa oN ot second m��a e�n 205. 506. 5UU.00 206. 500A0 597. Sal{er Asslst 207. Se11ar Ass�sl 508: 208. 5�. Ad�ustments for items un 81d � °� 38.� 209. O1f0t115to02106ft5 75.59 Ad usUnents tot items un ld 5ellar �.� 510. C hown taxes O//Otlt5 to02l06115 210. C Itowntaxes Ot101/15mOZf06fl5 75.59 511. Cai laxes 21L Coun taxes O1/01115,o�ry5 5y2, Schooltazes 2t2. Sc►adtexes 57 . 213. 51A. 214. 515. 2t5. 516. 5t7. 216. 5�8• 217. 519. 113 468.21 Z1& 2�9 2 613.89 526.TOTAL REDUCTiEM_EN7 TO OH FROM SELLEH �S��2 ZZQ.TOTAL PAID BYIFOR BaRROWER 6p0.CASH AT SEfn. 3Qp,CASH AT SETTLEM��T FROM OR TO BORROWER �8� 36.87 ��• G��amount due to se��er ine 420 113 468.21_ 301. Gross amount due hom twRawer Iioe 120 y 613,89 602. Less teductron amo��e�ler ine 520 67 631_91 3pp. Less artwwis aid ti �°r�� ine 220 182 522.98 6�3.CASH Td SELLER 303.CASH FROM BORAOWER w S� n y�,N�qWreo w�n�a mum, 1 ua hlamaia^MW t°°u'D lu'"lit'�d nuN wwnv�R��aa sN..anoo oawiied c^ �h�,m�6on tonuY�ed h.rv�M��^ tl hu�W�"�uo�• SUBSTiME WwA�oB9 S�g?N p EM�a,ro�n vw uem k�.wt•a w o.�ow�ana ti iHS awmnes Aw �y�va u�¢?Mr tden�incuion .�.d�aawMY."'�firouPiao.wl�dmi.v��• ��p�NY�mrolw�n�rmalAx.uonnm��w. IM i0 i0ov�sarliNN oiV�w'y W�M�.t�+W u "'Y�� ..-- CMMGMm�ntW�^�1fW.TttID�lMmr� � � �-'" . ------' Yau an raL�i �.p u �W^'u's'°P� . .. `� � near,.m �+a�,�`' °y tunEcst � 77't-L-�---- _ "'�.�01(y�l¢Y5 '"Y 2'D , - sei«us�au�ru u 7��( �;o l�t,� �t TN: � �../C,� -._(Np SELLER(�NEWAMM-N6AODAES� � ��(H�^_.-----��"� . '" SE1.LEf1IS)PHONE NUMBERS �,�+ _.....__.,__._ ____._-- PAGE 2 v.aww�ew�on+anrowww Fl!e Numbar.l5-90�W U.S.DEPARTMENT OF HOUSING/wD URBAN DEVELOPMENT TneEx ress SettlemeM tem PriMed Of129120t5 at 15:13 Cl8 . SETTIEMENT S7AT�MENT PAID FflOM PAID FROM t.SEiTLEMENT CNARGES gOHROWER'S SELLER'S FUNOS AT FUNDS AT 7typ.jOTp►.$ALESBROKER'S CX�MMISS{Oh�based on rke Si79 900.00=8 895. S�L�� S�LEMENT Division ot commission ine 700 as(olbws: 701. 4 497.50 to Northwood Rea Services 6 995.00 T02. 4 497.5U w Northwood Rea Services 2�.� 7 3. Camm�sawn aid at Setltement 's� Northwood Re rvlCes 275.OU 7 . 2 040.U0 PQC Eam r aned as d�m 7D. 8 er Paid C nsaliai t Northwood Rea Services 800.fTEMS PAYABLE�N CONNEC7fON WITH LOAN 801. Loan Ori'naCan Fee � 802. loen Oiscount gp3. A raisai Fee soa. creeu ae n B05. --- 806. 807, B08 809. 510. 811. g00.{?EMS REQUiRED BY LENOEN 70 BE PAIO IN AD8 ANC /� 901. In�erest From to � p2. Ma�t a e insurance Premium ta ro g03. Hazard tnsu�a�e p�� soa. sa5. 1000,RESERVES DEPQSITED W17H LENDER�FO� �� 1001.Hazard insu�ar�ce mo.0 �m0 1002.MoA Insuranco mo.@ �� 1003.C' P Taic Imo 7ax mO.� �� 0.00 1004.CouM P mo.� 0.00 1�05.Schod tanes �QO9.A re aro Mal k A usiment 1100.TITLE CHARGES 1101.SetllemeM a Ciosin Fee ��p ppslradorTfAeSea�ch 1103.Trtle Examination 1104.Tilielnsutance Binder 1105.Docurnem Pre aration 11p6,Nota Fees 1107.Attorne s faes 1 430.00 ��¢g abm�e items No: t 1 O8.T�fe Insu�a�e to First American T�Rie insurance Com h indudes abwe Nems No: 1109.Lenders PoF 1��•Op .�430.00 14U.00 1116.Owners Pd �a Everest SettiemeM 21.00 111 t.Reim6urse lien Letlere 12143.25 111 .Fed R d18 e+Pk s to Ev_erestSefllsmeM �1�g �he��ence Tax Escrow to EYerest SetllemeM �82 00 1200.GOVERNIAENT RECORDING AND TRANSFER CHARGES �3qg,25 16260 -MoA S �Re�ease f 3A9.25 899 50 12Ut_Recordi Fees�eed p� 698.50 •�o� 899.5d t202. ' 1Caun taxlstam o�y �799.a0 •Mon 1203.S1ale Taxlslam Deed •�O� 1244. 278.54 1245. �g00.ADD1T10NAL SETTLE�AENT�KARGES 977.56 t3p1.Curtont&Est fii�WateriSew ta Heun tol�Sheler Water Aulhor 4 018.38 ��. � �2otaTownshi Taxes Jordan7az5ervice 227.t4 t3o3.2o13schod7a�c to JordanTaxServiCe ao.Do t�Jofdan Tex 5etvice y95.00 �p5.qe��urse A4erd a Tes1 ta Kell Kuzemchek 130.00 y306.Feb Associatio�0�$ �a Polo Flelds Condominium Assoc �285 00 1307.Ralmburse Resala Pxke to Kell Kuzernchak 1308.Othet Disbutsemanis 1524 4136.75 30 678.98 MENT CMAR�ES enter on�i�es 1 Se�h��502 Soclion K 1400.TOTAL SErTL� n��R�,non oF au�� nU disCws�mM�s^�e�°°"^�Y xmunt mdMMal.Itb�Lw�nd• mo+�atamaMWaM„a /' � IN �Y�th�HUD18N�Mm�;INW 9d��6a��H��y��M191ilMnVd ��" p� / (i�._,.�' f� � 4'l . �y� ! m LY:� �aN�'�� v ,� v!'7�1 $� R E5tATE OF pEpq�p WEBER � st.t �< � r � `�C'_ ,��. _pp�r,k a Gw ^�aa°��i��yanw�t. V ' TM NU0.t SanlrnKt 5101eAtltt e ths 1wkY w, � YMANEFALSESTATEMEN�6T07HE ��,..�,��•�� jentine WAqNIN6:RY3ACRWETOKNOMIIN�� p£NAL7IESUPONLONVIG710N �NCLUOEEAFWEAND�PRI9�MFM.bRDETNLSSE[TITLEIB: � U.g�ppE SEGTION 100t ANO S�i�tUto. wm riuo-�tareet�N F+wm°ow��sos.s P,,,,�.wwo�+a ere m.m� file Nimmber.l5-9044 PAGE3 SEITLEMENT STA ESMENT URBAN DEVELOPMENT T�� nlement S tam Printed 012912�15 at 15'13 CLB __ REM�ZpTI NUD LINE 1308 BUYER SEILER 1560.SCHEDULE OF DISBtlRSEMENTS ,�5.pp 15oi.Home Warc Nomc B ars Resak War�a Co ration 585.00 '� ��Art� b polo Fletds Condominium Association y15.0o 1503.Slor ia�r.elBaek�o�.' Kel KuzemChak 1504. 1505. 1506• 1507. 1508. 1509- 1516. 1511. 1512. 1513. f514. 1515. 1518. 1517. 1518. 1519. 1285.00 1520.TO7AL HUD LINE 1308 EXPENSE: h�o, 37�� '� lf2 ��a, 3. 2t�15 12::+8P�v� PNC Bank . . .. .�,�� ebc�ry 3,241� t�prinne Eg�ers�'�oodhause ,f��Q�X?�'jY��"�'�' H��f�ef�+21W 20Qf9�,inglest�wn Rd Ste 242 �arrisbur�'PA 1?I10 g,�; C,�erald V�'��'ebes � SS1�T: 1.90-32-?768 DOD: 11-I9-2(�14 Dear l�f s.'G�aodhou�e: z�e tc��Vovr request for Date of Death(Dt3Lt�balances �oz�e c�s�omer noted abave,o�u In respo records show th�falla�'rin�: Ghe�l�;A�eanunt Establis�aet�:09-29-1454 �ccount�4532821 ��W WEBER Dt�D b2�lan�e; $ 1_�014 tliru l�- �-20�$0 56 YTI} �nterest pa�d O1-a Sa�riug$,�ecaunt Established:O1-OS-2009 Acca�.wt#50062770�� W WE�£R �7Q�?balance: 41?2Q14��g�1�� 1 Q2 YTD Tnterest pazd Ot �,,oan Accounf � nt ma.i.ntaine�l Lt�an�ccp�uzt 4fl010D8114726Q5b�e�x p��sta e the�o d'operat°ce, 'fY�e decede pleas,e cantact 1-$�8-7b2-22�5�. �aLoa�Financ�al Senrice Consultan�. and follow fhe prompts to sp CDs,Checking and 'al trans�ctions or pmvi�e statements. Yf you need�S�bran h� s, Please z�ote that this o�fice provide�inancY death balaxtices for deposit acc�tu�ts lo+eal pN 5avings). '�'e do not ptrocess any 1 $88-762-2265)ar stop b�'�"our �,n�af th�se it�ems,please ca�l 1-8351'NC-�A..NK( ' oi�"xce. Sin�erelq, Tices Center Natianaa��z�ci�i S� pT�C Ba�,N.A. Member�'I7YC page 1 af 2 Linda Olsen From: Simmons, Brian H. <brian.simmons@bipc.com> Sent• Monday, February 09, 2015 3:36 PM To: Linda Olsen Subject: Estate of Gerald W.Weber Attachments: Page0001.pdf Ms. �Isen, As a foliow up to our phone conversation last week concerning fihe attached letter to the Pittsburgh Steelers Ticket Office, I write to confirm that Mr. Weber purchased fr�r $500.00 apiece the Stadium Builder Licenses ("SBLs") associated with his season tickets in Section 221 at Heinz Field. Please note it is possible that Mr. Weber purchased the SBLs for �400.Q� apiece inasmuch as the Steelers offered a discount program in 199$ if the SBLs were purchased within a dafe certain. If Mr. Weber met the payment deadline(s) associated with the discount program, his SBLs would have cost $400.00 apiece. I suggest you and/or Ms. McArdle investigate Mr. Weber's accounting/bank recQrds to determine whether he paid $500.00 or $400.�0 apiece for the SBLs. Since the opening of Heinz Field in 2001, the Steelers have sold seat licenses to the general public. For example, in 2006, the Steelers sold seat licenses for what wa� then the new North Glub section of Heinz Field. The Steelers are also current{y ir� the process of selling se�t {icenses for the new South Plaza section of Heinz Field. There were likely also occasions when the Steelers resold seat licenses to the general public that had reverted back to the Steelers as a result af non-payment or violations of M�in�. Field's conduct policy. The Steelers cannot comment upon or confirm that the "value of Mr. Weber's seat licenses is the purchaselacquisition price." I can contirm, however, that if Mr. Weber's seat licenses had ever reverted back to the Steelers to be resold to the general public, the Steelers would likely have charged the r�ew purchaser the same amount that Mr. Weber had originally paid for the SBLs, i.e., either $4�Q or $5Q0 apiece. Thank you, Brian H. Simmons, Esquire Buchanan Ingersoll & Rooney 20th Floor, One Oxford �entre Pifitsburgh, Pa 15219 (412) 392-2a48 - Phone {412) 392-2128 - Facsimile � HAZEN � LAW GROUP � PLAN TODAY. SECURE TOMORROW. Estate Planning � Elder Care and Disability Planning ' 2000 Linglestown Road, Suire 202 Harrisburg, PA ]71 I 0 Phone 717-540-4332 Fax 717-540-4313 www.HazenLawGroup.com July 31, 2015 Register of Wills � Cumberland County Courthouse � � One Courthouse Square c �, � � o � rn Carlisle, PA 17013-3387 �, �, ��, rn � � � � � � �� Re: Estate of Gerald William Weber �� — "�� ' „� rj C "� t 3 . - -�1 ; � File No.: 21-14-1172 , . .:> •-� , � Social Security No.: 190-32-7768 ,� . _,j � .�, �r� Inheritance Tax Return ` ,-�- -- , � �_ M To: The Register of Wills: � � � � � � Enclosed for filing please find the original and one copy of the above-referenced Inheritance Tax Return and Inventory, along with a copy of the first page of the Inheritance Tax Return. Please date stamp the first page of the return and a copy of the Inventory and return them to my office in the enclosed self-addressed envelope. If you have any questions or require any additional information, please do not hesitate to contact me. Sincerely, L��[7 �-c;i��y. " Corinne Eggers Woodhouse Paralegal Enclosures cc: Diane McArdle ,��, � •_ 4�w f , ,.... -0j�m�`'�'' �!,_ �"<�> .� �EAJ f �; 2 �mw�,y, —t ��n 'U..id�' D(;h 2 � � �� } `.Y 'SF� C9�r��.: _. �e t;�. ' ii'' .� u. ��A �° �L+�'tiii � :� � ." bs�31VNn ;'-;��: Y'�M r � �J� �� _ �_. � .. �A� �..� r{ .... .. �a � ....... � � .?:= E w�. r L.t_ !t... � �,_� C:; C, ^ _. ._ r.;, � �,:... tl�, ['y :,. [�- L:_1 � ._.I � W :t_( � .,� �;� � G� ¢,._ G•- (.✓: � U 'T�' L:.J � -� C� N V � �: � � N � � � � N � � � a � � °� o U � M c�.: � � � � � M � � � � W � d � p a� o Q � a � � � � � � o wo �. .� � � � o � � P.� z � � � � w �,.., N � o ,a; ¢ •� � v � U � x � x � � � � o R.�, UOU N � H