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Home My WebLink About88-0261 � PETITION FOR PROBATE and GRANT OF LETTERS Estate of A�Y" .r y✓.E'.C,tIN'G�To/V No. _ �� —�p --�� f also known as To: Register of Wills for the Deceased. County of C'�M6�',�<s�N;J in the Socia!Security No. /9�—:��.�-�.Z/� Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or lder an the execut�.Q named in the last wil�of the above decedent, dated�v�'�Bl,',� ,�/ 19 �''� and codicil(s) dated ' (state relevant circumstances,e.g. renunciation, death of executor, etc.) Decedent w�as domiciled at death in �UA�',B,b`,p,�,y�/p County, Pennsylvania, with h�.�2 last family or rincipa�residence at o 0 (list street, number,Twp. or Bora) Decedent, thcn�_years of age, died �A.C�C 2/. 19�sr"� at r�.� .. G`/�.P �-s F' /� ' ' Except as follows, decedent di 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: _ Na F.,x��v.�s Decedent at death ow•ned property with estimated values as follows: (If domiciled in Pa.) All personal property $_,:3,'Z�j 0o-G.`'� (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: /1�vN'�' WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters "l''��y11`�'r•Y (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. _ � � �.. � _ �� >'J v� x � � a.� �s's-�(�.. ca'^ ..v � ;,a d 4, � � fa G 01J � OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF �°l1�l�.t',P.�.�N1� } ss 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 �� bef e me this 5TH d� of ` ✓�— oo• 19 a � � MARY C . LE� Register y � � ---� `_7� — � � � -' � 1 � ` ;,�.,�� No. 21 - ss - 261 Estate of MARY B. WELLINGTON , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APRIL 6 , 19 88 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) datea NOVEMBER 21 , 1983 described therein be admitted to probate and filed of record as the last will of MARY B. WELLINGTON ; and Letters TESTAMENT are hereby granted to JOHN S . WELLINGTON WILL BOOK #106 C.��Ly . � ' ,� PAGE 8 21 ETC. � Register of W' s MARY C. LEWIS FEES � Probate, Letters, Etc. . . . . . .. . . $ 16 0. 0 0 � �, i�' Short Certificates 6 $ 12 . O O ATTORNEY(Su t. I.D.No.) ( ) . . . . . . .. . . Renunciation . . . . . . . . . . . . . . . • $ 4. 0 0 X—P ag e s $ ADDRESS 176 .00 r�..� APRIOT6L 1988 C��/7�i��' ,� wv Filed . . . . . . . .! . . . . . . . . . .. . . YHONE �A - , ,_._ ,, -. , ..._ _ � �:_; .. �,:,; - - �c� a'' "'=� � Mailed letters to Executor on 4-6-88 . ,r�r.� . .�d... �'�I�i: is [�� Ccri�if�� dl�:�� [i2i in�;�rt�iati�ir� h�re �i;�tr � :_:��c�crlti� , �t: t � �.. �.�r� �,��n.� ,z��t�iii<<AtC �:r ,��,��f�, '.ill� 1�1��1 u;i? ,r�� L��c��l ICe�isrr�u�_ '(�h�� r,ri�rinai �ert�Eic�ite w�ill bc� fr�r��.:�:irci�� , r{�,. �r,it� A'�r:n i{� ,:t{; {s±fic�� fui �>c��r._i� r �_< fil ; � WARNING: it is illegai to du�a�ic�#� fhis r.��Y by pha��.��tat �r photogr��.. I�ee fur this cc�rut'�caic, �2.t)O ��.��QF��`"�� ° ,, r��" o,+'°�;ti�'�" ��k�"� �'�`�''t�'� �u'4�'� / - - /a`�! ,9� � .\�� i ,;..�I �.�.:�isr: . �;at ��, ��z: 'c..a�` yq -�A� �� . l�c'�ir` '�.' `�` 21918 � A�� ;.��'''' ,y � �. �, Y� -- ------ ..,�'�`�1f�T Q�`Z'�a� _ ��L[ �,, �I� ��' ------- _- __ _--- � No. ��,.,,rn r � COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH VITAL RECORDS CERTIFICATE OF DEATH (Physician) STATE FILE NO. � Name of deadent (Firat) 1Middle) (�n) � Sex Date of death(Mo.,Day,Yr.) ' ,. MARY B. WELLINGTON �'emale 3,Mar. 21, 1988 � Race—(e.g.,White,Black, Ape Wst birth• If under 1 yr. If under 1 day Date of birth,Mo,Day,Yr State or foreign oountry af County of birth ity Boro,or Twp.of birth America_21ndi�n,eetc.) day Mos. Days Hours Min. birth 4. Wr11L SA. 9S 5B. � sc. ' sn7/29/1892 68. W.Va. �Cabell so. Huntin tOn County of dath it Bwo,or Twp.of death Hospital or Institution(If not either,give address) I If hosp.or ioat.indicate DOA, 7q,L'U[Y1�Y'ZaT1C� 7B, �Y'Z1Sle ,�. Thornwald Retirement Home oP� or inpatient(specify) ,p.�ripatient Decedent's Mailing Address(Street or pFD No.) (City or Town) (State) (Zip Code) Marital Status Surviving Spouse(If wife,give maiden name) e. 442 Walnut Bottom Road Carlisle, Pa. 17013 s.Widaw ,o. Citizen of what country7 Was decedent ever in U.S.Armed forcesi $ocial Security Number Usual Occupation IKind of work done during most Kind of business o�industry ❑Yes �No of working life) ,,. U.S.A. 1z. ,3. 198-36-8216 ,4q. Hom�naker 146. Where did �r,�,State �Y1Y1S}/ vania decedent - � Did decedent live 15c.� Ves,decedent lived in township. actually livet 15b,�unty CLIRIY�rlaT1C� in a townshipT 15d 1S e 15, �.No,decedent lived within actual limits of city or bora. Father's name (First) (Middle) (Last) Mother's maiden name (First) (Middle) (Last) ,s. James BeYer ,,. Bernice Fahringer Informant's name(Type or Print) . � . InformanYs (St�eet or RFD No.) _ (City or Town) �State) (2ip Code) 18A• J�hll ►S. Wellin t�Tl M88ingaddreu 827 �I�C� Iic111e �ITIp Hlll Pa. �.7�1�. �Buriai �Removal Date of burial,etc. Name of cemetery�r.Ka�wtesy L.ocation (City,boro�'y (State) � �sa,,pc��.t�o� �Other �se. 3/24/1988 �scAllegheny Co. Memorial Park ,�, McCandless Twp.� Pa, Signature o n director and license number Name and address of funeral establishment zon. �'' ' Fo- O ! l�O�-Q THE YOUNG FUNERAL HOA�E, INC. ��istrsr's Signature i Date secaived Ly reg;�:, 317 EAST ORANGE STREET 2�A. � 2,8 3 �tS! �� 20B LANCASTER, PENNA. 17602 To the best f my knowledge,death occurred at the time,date and place and due[o m the cause�s stated. � y�'$ Signature �//A_��1,'V V o.D. s�, 22A.and title (/() D.O. �gp Dnte igne �Mo.,Day, r.) Hour of 1' Death �-_LL A.M. �� 2�8. � �I � 22C. P.M. F Name and Ad ress of rtifier(Physician,Medical Examiner or Coro �)(Print or T }� YPe Name of ttending Physician �a. LO v�s' 3•S'��ir"rZ�TX.vK/e0. fSa�/�nC� Q/�s �!1 zs. u9�Cs �i.Q. 26• IMMEDIATE CAUSE: � � Enter anly one cause per line for( �(B)and(C) 'Interval between onset and death (A) i ��'YI� Due to,or as a oonuquence o � (In[erval betw�V�''"/set and death PART � • � ,a� � a D u e t o,o r e s a c o n s e q u e n c e o f: 'Interval between onset and death ,�► GU , PART II aher Signifieant Conditions—Conditions contributing to death but not related to cause given in Part I(a) Autopsy Was case referred to Medical Ex- �Yes aminer or Caroner7 27. No 28. ❑Yes No Acc., ieide,Fbm. Undet.a Date of Injury(Mo.,Day,Yr.) Hour of Describe how injury occurred: Pondiny Investigation(Specify) Injury A.M. 29A. 298. 29C. P.M. �D. n�ury at wor lace o n�ury At ome, arm,straet,etc. Location treet or R D No. City, ro,or Twp. State) 29E. �No []Yes �F. 29G. LAST WILL AND TESTAMENT OF MARY B. WELLINGTON I, MARY B. WELLINGTON, of the Borough of Carlisle , County of Cumberland, Commonwealth of Pennsylvania, do hereby make, publish and declare this my Last Will and Testament, hereby re- voking any and all wills by me at any time heretofore made. FIRST: I direct that all of my just debts and funeral expenses shall be paid and fully satisfied as soon as may be con- venient after my decease . SECOND: All the residue of my estate, real and personal, wherever situate, I give, devise and bequeath to my son, JOHN S . WELLINGTON, if he survives me . If he does not survive me, I give said residue to my son' s wife, if she survives me, and to his then living children, in equal shares . THIRD: I hereby appoint my son, JOHN S . WELLINGTON, Executor of this , my Last Will and Testament . In the event that my son shall predecease me or if my said son shall refuse or be unable to act in said capacity, I hereby appoint as Substitute Executor the Farmers Trust Company of Carlisle, Pennsylvania. FOURTH: I hereby give and grant to said Executor and Substitute Executor, respectively, in addition to the authority conferred by law, the power to sell any or all of my property, real or personal, at public or private sale, at such time and for such price and upon such terms and conditions as he or it may see fit, or in his or its discretion to retain the same for distribu- tion in kind, and the power, but not the dut�, to invest any cavh without being limited to "legal" investments . No bond shall be required of said Executor and Substi- PAGE ONE OF THREE � � '�"K -,a;�,.3 1 : .✓f--��.'�r. ' . __ � tute Executor hereunder. �N WITNESS WHEREOF, I have hereunto set my hand and seal this .2�� day of � , 1983 . ' (SEAL) ry B. Welli on The foregoing instrument was signed, sealed, published and declared by the Testatrix, MARY B. WELLINGTON, as and for her Last Will and Testament in the presence of us , and each of us , who at her request , in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses thereof. � residing at �Il� � ��c rz Cy7. C�RLi t�t i�� . i a , .�� f�' �-,.�� residing at �F�c �- `- `� ' -r i/ ✓ �,- -7� � ,.�:T- ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF � .��c:t,c.y�.>>�t�t,.y-, _) ) ss I , MARY B. WELLINGTON, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly quali- fied according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament ; that I signed it willingly; and that I signed it as my free and volunatry act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me , by Mary B. Wellington, the Testatrix, this ��'�`day of � �G-Zr-�,-,->-z.c!<.c,1J , 19 8 3 . � / 4 � , / 7�'�.l?�y � ' C .0�'.c..l (SEAL) Notary u lic -• � ' . , .'�! � ,,. . _s� q4' . „ .r._ ,_�.i;nt` . .,a. �. ..�lu: . .a c, lyi:r Page Two of Three �J* � � � � ��f�r ,.a r�.":;�:� AFFIDAVIT COMMON��TEALTH OF PENNSYLVANIA ) n : 5S COUNTY OF ;f��`�..c,�_�,�,f1�� / We, ��Ne�,�l� .�. �QfiN�G�i�f and �>i�:�E';'?/✓ � �if'��i�'�'�G , the witnesses whose names are signed to the attached or foregoing instrument , being duly qualified according to law, do depose and say that we were present and saw testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the Will as ��itnesses ; and that to the best of our knoT-�ledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence . Sworn or affirmed to and subscribed to before me by ��l�B�^r� , � . �I r��rn,d.�y2/ and � Q�Ut � . . C.�JZ,�rn�_�1''�7� , witnesses , this -,� �''`� ciay of �'� �;-y�-e,�r,.1..�-e� / � , 1983. - C'�-��i� it s n . Witness ,_,. .. �.; /• �' ��'�� .��' - (.SEAL} � Nota y Public s�:�.�r^: �:. e,;r,, rteT�,��r r��r.�r; Ha:r,. „ �`."-. o��, ,,,� coanr;� 1i�'i C'.^.-"f�.(i- _ C - , .,,_i. . . i... .�'-;l� U� t4r�� Page Three of Three � r t _ f.y ,�,;.. ��,. REGISTEft OF WILLS OP CUMBERLAND COUNTY REPORT OF STATUS OF ADMII�IISTRATION (For Resident Decedents Dying After July 1, 1984) ;�F' ,i,;; : ESTATE NO. 21-$8 - 261 �' ' �`)�? '!:'i 7 ��' '' Name of Decedent: Mary B. Wellington � �, Social Security Account No.: 198-36-R216 ��'" ' ' Date of Death: March 21 , 1988 Name of Personal Representative(s): ,lohn S. Wellin�tnn Capacity Executor X Administrator c.t.a. (check one) Administrator Administrator d.b.n. Is the administration of the estate complete? Yes No X If "yes", how was the administration ended? (check one) By court accounting By account stated to parties in interest Did the parties release the personal representative? Other (explain) Total amount paid to date to creditors and for funeral and $ 39,119.19 administrative expense 1'otal value of distributions to date to beneficiaries $ - � - If administration is not complete, estimated value of assets $ 327,076.59 still in administration NOTE: This status report is due no later than the due date f�r filing the Pennsylvania Inheritance Tag Return or, if no Inheritance Tax Return is required� nine (9) months after the date of death; if the administration of the estate has not been concluded, a summary report shall be filed annually thereafter until the administration is complete. I certify under penatty of perjury that the foregoing information is correct to the best of my knowledge, information and belief. � 1 Date: �j�/�� , 19 88 � ��-e :� Jo S. Wellington , Person R presentative and , A orney for F.state 'iT�is report must be signed by the personal representative, or one of them when more ,j than one, or by counsel for the estate. COMMONWEALTH OF PENNSYLVANIA '� COUNTY OF CUMBERLAND f �' __ John S. Wellin ton being duly SWOY'll according to law, deposes and says that he 1 S the eX2CUt0Y' of the Esta+e of Mar_y B. Wel l i nqton late of Bo1^Ough_of Cdr 1 i S 1_2__ _____ , Cumberland County, Pa., deceased and that the within is an inventory made by John S We� �1114t011 __ _ , the said EX2Cut01^ 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 opposifie each i+em of the Inventory represenf if's fair value as of the date of decedent's death, and subscribed before me, � J � j/�� , li(i �/�I�/�S 19 Execufor - Admi ' 4or � 827 Mandy Lane Camp Hill , PA 17011 Address Date of Dea+h 21 st_� March �ggg Day Mon+h Ysar INSTRUCTIONS I. An inventory must be filed wi+hin three months after appointment of personal representative. 2. A supplement inventory must be filed within thir+y days of discovery of addifional assefs. 3. Additional sheets may be attached as to personalty or realty 4. $ee Article IV, Fiduciaries Act of 1949. t' " ' �:. r�`-- - � _�� - � � F- W C � � � W ~ O � io � � � �'' p� U � N O W w �r O � i0 � m � m � � F- 0' J LL rr-. Q J � � ` � LL J Q � � r � � O � � W � Q w 3 cn * � I � Z � . ,r + 4J Q N � Z 0 0 m � � 3 O Z W Q i., U V �1► Cn � � �p C � � s m � o � � i � � � i � U i,� m° Inventory of the real and personal estate of Marv B Wellington deceased Cash: 1 . Farmers Trust Company - Checking Account $ 3,490.53 2. Cash in possession of decedent 8.64 $ 3,499 17 Tangible Personal Property: 3. Jewelry 1 watch 3,500.00 1 bracelet 1 ,350.00 , 1 ring 4,100.00 1 wedding ring 100.00 9,050 00 4. Furniture 1 Bureau 250.00 1 Desk 350.00 1 Chair 20.00 Miscellaneous furniture & household goods 700.00 1 ,220 00 Stocks 5. 500 sh. American Home Products Corp. $40,750.00 6. 225 sh. Ameritech 20,615.63 7. 220 sh. American Telephone & Telegraph 5,725.00 8. 1288 sh. Alliance Dividend Shares 3,812.48 9. 1012 sh. Equitable Resources 34,028.50 10. 832 sh. Exxon 36,712.00 11 . 800 sh. General Electric 34,800.00 12. 338 sh. General Motors 24,336.00 13. 32 sh. General Motors "H" 1 ,172.00 14. 100 sh. General Motors "E" 4,162.50 15. 100 sh. International Business Machines 11 ,375.00 16. 1200 sh. Johnson Controls 40,500.00 17. 900 sh. May Dept. Stores 33,750.00 18. Shearson Lehman Bros. (Margin Account market value) 60,687.50 (excluding debit balance of $32,442.54) $352,426 61 Real Estate: None - � ' Total $366,195 78 r REV-1500 EX+ (2-87) �� - � �� - �� '��` INHERITANCE TAX RETURN FILE NUMBER RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA (TO BE FILED IN DUPLICATE DEPARTMENTOFREVENUE 2� HH 261 POST OFFICE BOX 8327 WITH REGISTER OF WILLSj HARRISBURG, PA 17105-8327 COUNTY CODE YEAR � DECEDENT'S NAME(LAST,FIRST,AND MIDDLE INITIAL NUMBER � DECEDENT'S COMPLETE ADDRESS Z Wellington, Mary B. � 827 Mandy Lane V SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Camp Hi 11 , PA 17011 0 198-36-8216 3/21/88 7/29/1892 ��Y Cumberland � � l. Original Return ❑ 2. $upplemental Return a�n ❑ 3. Remainder Return WY�Y (for dates of death prior to 12-13-82) au ❑ 4. Limited Estate ❑ 4a. Future Interest Com romise V�� (for dates of death after 12-12-82 � 5. Federal Estate Tax am ) Return Required a � b. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust �8. Total Number of Safe Deposit Boxes Q (Attach copy of Will) (Attach copy of Trust) �41L GET�[#E�PC7�I�IDEI�C��kt�i�Ci'��FICl��iTlt�t,T�l�IhtFC�RMI�'��f�N Slt�11t13 B�C�I�t��'��D tG�: � � NAME COMPLETE MAILING ADDRESS � Z John S. Wellington, Executor & Attorney � � T E L E P HONE NUMBER 8 2 7 M a n d y L a n e a Camp Hill , PA 17011 - �-- � .� 1. Renl Estate ($chedule A) ( 1) _ NnnP � 2. Stocks and Bonds (Schedule B) ( 2) _ 35Z,426.6� � 3. Closely Held Stock/Partnership Interest (Schedule C) ( 3) NOne ��' 4. Mortgages and Notes Receivable (Schedule D) ( 4� None 5. Cash, Bank Deposits&Miscellaneous Personal Property( 5) ��2�8•64 � (Schedule E) a 6. Jointly Owned Property �Schedule F) ( b) 3�490.53 � 7. Transfers (Schedule G) (Schedule L) ( 7) None a 8. Total Gross Assets (total lines 1-7) 366 195.�8 a � g� _ , W 9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9) _ 6,676.65 � Expenses (Schedule H) -- 10. Debis, Morigage Liabilities, Liens (Schedule I) (�p) 32,442.54 11. Total Deductions (total lines 9 & 10) (��) 39,119.�9 12. Net Value of Estate (line 8 minus line 11) (12) 32��6.59 13. Charitable and Governmental Bequests (Schedule J) (13) - 0 - 14. Net Value $ubject to Tax (line 12 minus line 13) (�4� 32�,��6.59 15. Amounr of line 14 taxable at b% rate (�,5) _ 327,076.59 x .06 - 19,624.6� (Include values from Schedule K or Schedule M.) - - - 16. Amount of line 14 taxable at 15% rate (�6) - � - x �5 - _ � _ Z (Include values from Schedule K or Schedule M.) --- 0 17. Principal tax due(Add tax from line 15 and from line 16.) �� 19,624.()� ~ ( ) ? 18. Credits Prior Payments Discount Interest a + 981 .23 �18) 981 .23 - � - O 19. If line 18 is greater fhan line 17, enter ihe difference on line 19. This is ihe OVERPAYMENT. (19) X �❑ ' - - . . - •. . . • . . . - - � 20. If line 17 is greater than line 18, enter the difference on line 20.•This•is the TAX DUE. (20) �g,643.3� A.Enter the interest on the balance due on line 20A. (20A) - � - B. Enter the total of line 20 and 20A on line 20B. This is the BALANCE DUE. (20B) �8,643.3� Make Check Payable to: Register of Wills, Agent ' ■Ir�BE*�UEt�1'Q A�dS1�t�Ct AtLL Qt�EST��#�S��N!R�V�SE�r1�E a�►�+IE�TC'� ��HE��NiA'CH�4M Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG URE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS 1 DATE - "� � '� ' Y �j 827 Mandy Lane, Camp Hill , PA 17011 SI TURE OF PREPARER OTHER T REPRE N ATIVE ADDRESS ��_�__ DAT� � PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (�) IN THE APPROPRIATE BLOCKS. YES NO 1 . Did decedent make a transfer and: a. retain the use or income of the property transferred, ...................................... X b. retain the right to designate who shall use the property transferred or its income, X X c. retain a reversionary interest or ............ ••.•••••••••••••••••••••••••••••••••••••••• d. receive the promise for (ife of either payments, benefits or care? ....................... X 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of X death without receiving adequate consideration? ................................................. 3. Did decedent own an 'in trust for' bank account at his or her death?...................... X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ' REV-1503 EX+ (4-86) w. �� ,`�` SCHEDULE B � COMMONWEALTH OF PENNSYLVANIA STOCKS AND BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mary B. Wellington, deceased 21-88-261 (All property jointly-owned with Right of Survivorship rnust be disclosed on Schedule F.) ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �• 500 sh. American Home Products Corp. $40,750.00 2. 225 sh. Ameritech 20,615.63 3. 2b0 sh. American Telephone & Telegraph Co. 5,725.00 4. 1288 sh. Alliance Dividend Shares 3,812.48 5. 1012 sh. Equitable Resources, Inc. 34,028.50 6. 832 sh. Exxon 36,712.00 7. 800 sh. General Electric Co. 34,800.00 8. 338 sh. General Motors Corp. 24,336.00 9. 32 sh. General Motors "H" stock 1 ,172.00 10. 100 sh. General Motors "E" stock 4,162.50 11 . 100 sh. International Business Machines 11 ,375.00 12. 1200 sh. Johnson Controls 40,500.00 13. 900 sh. May Department Stores Co. 33,750.00 14. Shearson Lehman Brothers (Margin Account market value) 60,687.50 (excluding debit balance of $32,442.54) TOTAL (Also enter on line 2, Recapi!vlation� S 352,426.6� (If more space is needed, inserf additional sheeis of same size.) REV-1508 EX+ ('7_g3) SCHEDULE "E" COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS AND INHERITANCE TAX RETURN MISCELLANEOUS RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Mary B. Wellington, deceased 21-88-261 (All property jointly-0wned with the Right of Survivorship must be disclosed on Schedule "F") ITEM DESCRIPTION VALUE AT NUMBER DATE OF DEATH �. Cash $ 8.64 2. Bank Deposit - Farmers Trust Co. , Carlisle, PA 17013 Joint Checking Account - See Schedule F 3. Miscellaneous Personal Property Furniture: 1 Bureau 250.00 1 Desk 250.00 1 Chair 20.00 Miscellaneous Furniture & Household Goods 700.00 Jewelry: 1 Watch 3,500.00 1 Bracelet 1 ,350.00 1 Ring 4,100.00 1 Wedding Ring 100.00 TOTAL (Also enter on line 5, Recapitulation) $ 10,278.64 (If more space is needed insert additional sheets of same size) REV-1509 E%+ �J-86) COMMONWEALTH OF PENNSYIVANIA SCHEDU LE F INHERITANCETAXRETURN �OINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Mary B. Wellington, deceased 21-88-261 Joint tenant(s): NAME ADDRE55 RELATIONSHf?TO DECEDENT A• John S. Wellington 827 Mandy Lane Son Camp Hill , PA 17011 B. c. Jointly-owned property: LETTER DATE ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OP NUMBE �OINT �OINT OF ASSET /o INT. DEGEDE'NT 5 INTEREST TENANT �• Checking Account Farmers Trust Co. $3,490.53 100° $3,490.53 Carlisle, PA 17013 . TOTAL (Also enter on line 6, Recapitulation) $ 3,490.53 (If more space is needed insert additional sheets of same size) REV�1511 EX+,,z.a5, SCHEDULE H F FUNERAL EXPENSES, COMMONWEAITH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND IN RES DENTED CEDENTRN MISCELLANEOUS EXPENSES P�gaS@ Print or Type ESTATE OF FILE NUMBER Mary B. Wellington, deceased 21-88-261 ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: 1. Simons Funeral Home, Inc. $ 4,402.02 2. Family Memorial Investment Co. (interment) 495.00 3. Allegheny County Memorial Park (grave marker) 410.00 B. Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: 189 — 12 — 7019 None Year Commissions paid 2. Attorney Fees None 3. Family Exemption None Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees - Probating will & certified copy thereof 164.00 5. Short Certificates 32.00 C. Miscellaneous Expenses: t. Donald J. Kovacs, M.D. - medical expenses 63.00 2. Advertising letters - Cumberland Law Journal ($30.00) , Sentinel ($28.46) 58.46 3. BMC Pharmacy - drugs 40.12 4. Stahlman & Grier - physical therapy 85.00 5. Resident Funds of Thornwald Home - arrearage 3.04 6. Lindeman Moving & Storage - household goods storage charges 142.20 7. Mountz Jewelers - appraisal fees 42.40 8. Executor's expenses relating to funeral trips to Pittsburgh 539.41 TOTAL (Also enter on line 9, Recapitulation) $ 6,676.65 (If more space is needed, insert additional sheets of same size) REV-1512 EX+ (7-83) COMMONWEALTH OF PENNSYLVANIA SCHEDULE "I" INHERITANCE TAX RETURN DEBTS OF DECEDENT, RESIDENT DECEDENT MORTGAGE LIABILITIES, AND LIENS ESTATE OF FILE NUMBER Mary B. Wellington, deceased 21-88-261 ITEM NUMBER DESCRIPTION AMOUNT �. Shearson Lehman Brothers (margin account debit balance) $ 32,442.54 TOTAL (Also enter on line 10, Recapitulation) $ 32,442.54 (If more space is needed insert additional sheets of same size) REV-1513 E%+ �2�87) !�" `� SGHEDULE J COMMONWEALTH OF 7ENNSVLVANIA B E N E F I C IARI ES INHER�TANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mary 6. Wellington, deceased 21-88-261 ITEM NAME AND ADDRESS OF BENEPICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: �. John S. Wellington Son 100/ 827 Mandy Lane Camp Hill , PA 17011 ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR NUMBER SHARE OF ESTATE B. Charitable and Governmental Bequests: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ _ � _ (If more space is needed, insert additional sheets of same size) ,_.,.., _,..:..z.,,.., ,— �....,._...._,.�..>,.....,�-_.... _.___:�_.,.,..� C�►MMC?t+tVVEALTH fl�;P�I��SYL1l1�kNIA �� uo. �� ' u��r�rE�r a��r�r�uE Y � �+ Rev.,3a��x�,x.a6�' ��F1Cl�l��C�Ih1' � ��NhiSYLUANIA 11t[HEtt[TAI�ICE AN��STAT�'fAX ,.,. _ ACN RECEIVED FROM: � ASSESSMENT � AMOUNT CONTROL � NUMBER • ' Zt31 ��,8, G43 . 37 �ohn S, W�1lington 827 1Kandy Lane C�.m� Hi.ti l, F1� t7011. FOLD HERE- � FOLD HERE ESTATE INFORMATION: � FILE NUMBER 2�.-£i8-26.1 � NAME Of DECEDENT (LAST) (FIRST) (MI) T�Te�.I.�.n taa� Ma B» � DATE OF PAYMENT — � �7Utie: �.0, 19$�3 � POSTMARK DATE COUNTY Cumberl�nd DATE OF DEATH Mc'�Z'Ch 21, 1.988 � TOTAL AMOUNT PAID ��'$f�� ' 3� REMARKS '' f , ;� � �r SEAL RECEIVED BY `��''{" ' �' ' '��"'`""' NATURE REGISTER OF WILLS �, . REV-1547 EX (12-87) r ` � e COMMONWEALTH oF PENNSYLVANIA ��d'�� NOTICE OF INHERITANCE TAX DEPARTMENT oF REVENUE .� � ` �' APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ACN 101 Bl1REAU OF INDIVIDUAL TAXES P.o. aox es2� � V OF DEDUCTIONS, AND ASSESSMENT OF TAX HARRISBURG, PA 17�05-8327 DATE 08-15-88 ESTATE OF WELLINGTON MARY B � FILE N0. 21 88-0261 DATE OF DEATH 03-21-88 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMI7 THE UPPER PORTION OF THIS NOTICE WITN YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". REMIT PAYMENT TO: JOHN S WELLINGTON REGISTER OF WILLS 827 MANDY LN CUMBERLAND CO COURT HOUSE CAMP HILL PA 17011 CARLISLE, PA 17013 Amount Remitted CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS ` - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - � REV-1547 EX (12-87} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WELLINGTON MARY B FI�E N0.21 88-0261 ACN 101 DATE 08-15-88 TAX RETURN WAS: !X ) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) ( 1) .00 2. Stocks and Bonds (Schedule B) ( 2) 352,426.61 3. Closely Held Stock/Partnership Interest lSchedule G ( 3) .00-�- � , -� __. -:�r-; 4. Mortgages/Notes Receivable (Schedule D) ( 4) .0�' 5. Cash/Bank Deposits/Misc. Personal Property lSchedule E) t 5) 10,278.64 - 6. Jointly Owned Property lSchedule F) ( 6j 3,490.53 ' 7. Transfers (Schedule G) ( 7) .00' ��' 8. Total Assets ( 8) 366,195.78 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule H) ( 9) 6,676.65 10. Debts/Mortgage Liabilities/Liens lSchedule i) (1 Q� 32,442.54 1 1. Total Deductions (1 1) 39,119.19 12. Net Value of Tax Return (12) 327,076.59 13. Charitable/Governmental Bequests (Schedule J) (13? .00 14. Net Value of Estate Subject to Tax (14) 327,076.59 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 and 17 will reflect figures that include the totat of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rate (15) 327,076.59 X.06= 19,624.60 16. Amount of line 14 taxable at 15% rate (16) .00 X.15= .00 1 7. Principal Tax Due (1 7) 19,624.60 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-) 06-10-88 365647 981.23 18,643.37 TOTAL TAX CREDIT 19 24. 0 BALQNCE OF TAX DUE .00 INTEREST .00 � IF PAfD AFTER THIS DATE SEE REVERSE FOR CALCULATION TOTAL DUE .00 OF ADDITIONAL INTEREST (IF BALANCE DUE IS LESS THAN S 1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED) P.Ev-t5oo e�+ (2-e�� >.? '..�j [.�--' // I FILE NiJMBER INHERITANCE TAX RET�1�� z�.�° RESIDENT D�CEDENT COMMONWEALTH OF PENNSYLVANIA (TO BE FILED IIV DUPLICATE DEPARTMENT OF REVENUE ' -� POSTOFFICEBOk8327 WITH REGISTER 4F WILLS) � $� �`-�� HARRISBURG,PA 17105-8327 COUNTY CODE YEAR NUMBER r DECEDENT'S NAME(LAST, FIRST,AND MIDDLE INITIAL� DECEDENT'S CCMPLETE ADDRESS Z ,-� o �,�Li/�'��Tc�( /�'R.t'r� �,2�/11,�ivvr,C./•v,e- V SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH ��P�/4,G,� /'/�: `�,L�I � �l. �"' ��`__ �si I� .��/�� .�L�it County�Gl�/��'/�f�/�/✓L7 � ❑ 1. Original Return 2. Supplemental Return ❑ 3. Remainder Return Y a rn (for dates of death prior to 12-13-82) W au ❑ 4. Limited Estate ❑ da. Future Interest Compromise ❑ 5. Federal Eetate Tax �� (for dates of death after 12-12-82) Return Re quired a� ❑ 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust _8. Total Number of$afe Deposit Boxes Q (Attach copy of Will) (Attach copy of Trust) ALL�t�1�R��Pt7f�pENG�AfriD Ci�N�1�3�NTIA1 TAX iI+1�Q�NtATIC?1�#'SH�Ut.13 BE[�Fit�CTEt?;1'f�: N � NAME�� 'COMPLETE MAILING ADDRESS ; Z c%"'f�n� :�. 1�1��',�,c�r�r�ra-,✓�"��m�' c�i�r,�a��' �S,Z�/y1��' /r�iti'E � � TELEPHONE NUMBER a C`�Mr='J'�%�.,�� D�'F, !7L 1/ .�> -�h 3vi 1. Real Estate (Schedule A) ( 1) -�G" - _ �� " 2. Stocks and Bonds (Schedule B) ( 2) -�'- - _ __ 3. Closely Held Stock/Partnership Interest (Schedule C� � 3) _ �C - 4. Mortgages and Notes Receivable (Schedule D) ( 4) ` �' � -- 5. Cash, Bank Deposits&Miscellaneous Personal Property� 5) _/ �3• 3h�" Z (Schedule E) O Q 6. Jointly Owned Property (Schedule f) ( 6) � G - j 7. Transfers (Schedule G) (Schedule L) ( 7) -�' ' � � 3;3, 3-� Q 8. Total Gross Assets (total lines 1-7) ( 8) �` W 9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9) "� �'" P _ _ � Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) � �_ 1 1. Total Deductions (total lines 9 & 10) (1 1) _____- C'_- __ _ 12. Net Value of Estate (line 8 minus line 11) (12) � �/�33•.�3� 13. Charitable and Governmental Bequests (Schedule J) (13) �' �✓ - 14. Net Value Subiect to Tax (line 12 minus line 13) (14) '� �/;�j ��-3`� 15. Ar�pount of line 14 taxable at b% rate (15) � ,�.3�'�. �� x .06 = � ��i'C_ (Include values from Schedule K or Schedule M.) 16. Amounf of line 14 taxable at 15% rate (16) - �- � x .15 = _ "�' �" Z (Include values from Schedule K or Schedule M.) � 17. Principal tax due(Add tax from line 15 and from line 16.) (17) � `�'�'•�C f- � 18. Credits Prior Payments Discount Interest a + - - (18) ' L� � � - U -- O 19. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. (19) u x �❑ - - - . . . .. . . - . . . - • � � 20. If line 17 is greater than line 18, enter the difference on line 20. This is the TAX DUE. (20) _ `��''` A.Enter the interest on the balance due on line 20A. (20A) � '�� B. Enter the total of line 20 and 20A on line 20B. This is the BALANCE DUE. (20B) � .��-� �� Make Check Payable to: Register of Wills, Agent ��B��tJItE TQ AkN�1�f�R ALL'QI��TI�MS��i ��V�RS��It��ANa'C� RE�N�C�C t�l/�1`H�M�w Under penalties of perjury, I declare that I have examined this return, including accompanying schedulEs and statements, and to the best of my knowledge and belief, it is true,correct and compiete. I declare that a!I real estate has been reported at true market value. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGtJ1,�TURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS . � DATE // , f � t I;1'� �� G'�iL��/�'/J �c�- l' � v 1 ��,� /;`7.�`i.�/' c�'�, G ATURE OF PREPARER OTHER� REPRESENTATIVE ADDRE55 DAT r ' PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (�) 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, I ,,' � c. retain a reversionary interest or .................................................................... ` d. receive the promise for life of either payments, benefits or care? ....................... } 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of / death without receiving adequate consideration? ................................................. 3. Did decedent own an 'in trust for' bank account at his or her death?...................... ' IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. RF��SoeEx� ,z.e,, SCHEDULE E �� CASH, BANK DEPOSITS AND COMMONWEALTH OF PENNSYIVANIA MISCELLANEOUS INHRESIDENTED CEDENT RN PERSONAL PROPERTY PI@p5@ Print or Type ESTATE OF FILE NUMBER �l�.�PY � l�1�ELL/iYGTL'�/� A'Fr'��3cc�' 2i— 8fs- 2G/ (All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT NUMBER DATE OF DEATH � �'CC/•"L.%Va?7 �/S rG��!►ti.�; (�j�G%r��1��i C%u,-�vh ��'�`i�',,�1�1F�>>c�-s % —�"�f�r/�oY�f u/�c ur��v i/��C'/"i77G'�i4�N L:ci/�' GL'3✓�.3 �'r iri�i?� c�///<!�G'�77�iC��6'fti..lcj �l�`�f/� ! � 7',a�'�• y�- � •, ; �,��?i"rc!� .��i/C �i�'35 •�rc��n��> ��L��7r�r�!'c�`�'J/��z�s�iri ' �dr� tir�ry�i��rl•' �f' /yN'� �/'+rrrl��'ti'Tc� c�' c/E=�rrh 3 ..4'�: �- Lc:��i�r��F�/N!r��,C�fc= ��r��r �c. --��/<isr��+'s�"�tr��::,hrct �.'c'.fl.�dt�r� fa-vr !9�'a�1h �7/�,c/ �;c"c�cl'��9T lrr.s�f��rlC� fci^�lsrll�j ,t� �y,'c��ti, f r�rn�.>�iT- ��re��y`��. 7�• ��''y � � �' ' ` 3 . i <<�)�'�Tr, u,L�¢c' Ci l'G s�>� �/`r�,�:.i.9<:h��c- ._,,r/,.�r�� c� �;.:- �u/':/[=c3 `�s 2,��iu7�/ f`i' �'c GJ�i//Cf/z! uCrC i rrEq� //7SH?Yli9�:C r- �i f • �ci�i �I�a�c• �,r �tt'�.'/�/ �*.�C TOTAL (Also enter on line 5, Recapitulation) $ `��3,3"3� (Attach additional 8'/�" x 11" sheets if more space is needed.) ��.�� ,: � �, ---- - -- --- --- -- _ �I�[Q.�� +�� ,�R�Ni�'�1��.T�l +C�� P��l��'i��fAk��1 ��ttr��r ��u��u� xs�-i�ax�x��z ea� E�!FI�1CI,�kI RECEIPT s �►�NN�iYL�'Ah�1�►11+lH�R#�'AP10E ANI��5��'AT��`1�X ' � ACN RECEIVED FROM: ASSESSMENT � CONTROL ' AMOUNT NUMBER ,7��n �n W��.linc��on lf}1 �56,4.6 f327 M�ndy £,a�ae C�rt►p I�I�.�.1., P.� 1."7 t?.I 1. — FOLD HERE — , FOLD HERE ESTATE INFORMATION: , � FILE NUMBER �,�.--��--�� NAME OF DECEDENT (LAST) (FIRST) (�,q�� .+�..�.�.t3C��'.:ti;1 �c'A'W'� �. � DATE Of PAYMENT - �c.1FIL1E��'� �,�, ;��$� � POSTMARK DATE COUNTY �..`11Til�.lf?!�'�.13Ti1,� DATE OF DEATH �c�#r"'�'�9 � �� .�� REMARKS Q TOTAL AMOUNT PAID ��' 'g'� SEAL RECEIVED BY : ,, %, 3 � ,:.• � -�� :m j, S GNATURE ��J��li�}��ai'��.� , , REV-1547 EX (12-88) � COMMONWEALTH OF PENNSYLVANIA '� d ' NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE � � ACN ].O1 \I BUREAU oF INDIVIDUAL raxes r , APPRAISEMENT, A�LOWANCE O�R DISALLOWANCE V DEPT. 2B0601 OF DEDUCTIONS, AND ASSESSMENT OF TAX HARRISBURG, PA 17128-0601 DATE 03- 3-89 ESTATE OF WELLINGTON MARY B FILE N0. 21 88-0261 DATE OF DEATH 03-21-88 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". REMIT PAYMENT TO: JOHN S WELLINGT�N REGISTER OF WILLS 827 MANDY LN CUMBERLAND CO COURT HOUSE CAMP HILL PA 17011 CARLISLE, PA 17013 Amount Remitted CUT ALONG THIS LINE �" RETAIN LOWER PORTION FOR YOUR RECORDS '� - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REV-1547 EX (12-88) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTION��ID A�SSME�Nrn OF TAX ESTATE OF WELLINGTON MARY B FILE N0.21 88-0261 ACN 1013� DATE ��s-13-89 - ¢� , m� y� c;�7 TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED �-x'f', � r:i� RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE �� w ~.� APPRAISED VALUE OF RETURN BASED ON: 1 SUPPLEMENTAL RETURN �` � �i �l;;� -� --' 1. Real Estate (Schedule A) �-'� ( U .0(��. _. �- } 2. Stocks and Bonds (Schedule B) ( 2) ,p(�,-"��'. � : � ��t 3. Ciosely Held Stock/Partnership Interest (Schedule C) ( 3) .00 ' 4. Mortgages/Notes Receivable (Schedule D? ( 4) .00 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ( 5) 933.34 6. Jointly Owned Property (Schedule F) ( 6) .00 7. Transfers (Schedule G) ( 7) .00 8. Total Assets ( 8) 933.34 APPROVED DEDUCTIONS AND �XEMPTIONS: 9. Funeral Expenses/Administrative CostslMiscellaneous Expenses (Schedule H) � ( 9) .00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) .00 12. Net Value of Tax Return (12) 933.34 13. Charitable/Governmental Bequests (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 328,009.93 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 and 17 will reflect figures that include the total of ALl returns assessed to date. ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rate (15) 328,009.93 X.06= 19,680.60 16. Amount of line 14 taxable at 15% rate (1 6) .00 X.15= .00 17. Principal Tax Due (17) 19,680.60 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-) 06-10-88 365647 981.23 18,643.37 01-13-89 441036 .39- 56.46 TOTAL TAX CREDIT 19 . 7 BALANCE OF TAX DUE .07CR INTEREST .00 * IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION TOTAL DUE .07CR OF ADDITIONAL INTEREST (IF BALANCE DUE IS LESS THAN S 1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED) �5�7�"� %Gl �- JOHN S. WELLINGTON Attorney at Law 827 Mandy Lane �C,�C�:',�- Camp Hill, PA 17011 ?:,_.�, ;� � � �g9 NOV 13 P 3 �1� c��-;::.; � , L J1•`E L ,�� ,,,y✓f��%r`,�l�� J�,'y�j' Mary C. Lewis, Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Reference: Estate of Mary B. Wellington, deceased File No. 21-88-261 Date of Death - 3/21/88 Dear Ms. Lewis: Please be advised that I am the executor and sole beneficiary under the last will and testament of my late mother, Mary B. Wellington. There are no unpaid creditors, and all taxes have been paid in said estate. The Pennsylvania Fiduciary Guide, Rev. Ed., Smith, Grossman, Hollinger provides, inter alia: �(15.4 When Accounting is Not Required "(3) If the entire estate goes to a beneficiary who is also the sole personal representative, and if there are no unpaid creditors and taxes have been paid." In view of the fact that no purpose is served by filing an account, there being no other party with any legal interest in the estate, I respectfully request that you mark your records to indicate the estate is "closed." Your cooperation in this matter is appreciated. Very truly yours, / .: `. ,�''�yr�� :��-L ��x��:-�-�-`' John S. Wellington� JSW/jmb