HomeMy WebLinkAbout01-0654
Estate of. ::i"a /}'lees. ~auc&rl'n II (' /,
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
0)( -0\- ({)SL(-
No.
To:
Register of Wills for the
, Deceased. County of CUMBERLAND in the
Social Security No. II? ~.. / ~ - 3().S :L Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut R I X
in the last will of the above decedent, dated INo\J i +
and codicil(s) dated
named
,19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in (. I.l mh q Ie. ,,01
h r '" last family or principal residence at 3 i7 S d Wr \p r/ ft?
rYl...e.chcf)!obuC} ,1',4. /70S-f) ,
(list street, number and muncipality)
County, Pennsylvania, with
~("L.j
S "w/, Sfrlrl) /iA..r'
Decendent, then '7 g years of age, died
at HO(1 Splr\~ Hosprl-cI
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
JLtfll
/1
,*01
$
$
$
$
.2."5-000 . ·
WHEREFORE, petitioner(s) respectfully req,uest(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters TESTAMENTARY
theron.
(testamentary; administration c. La.; administration d. b.n.c. La.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF CUMBERLAND J
l
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.
affirm~h~nd S::~~~b~ L~~cU.~~-I~
Register ~_
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~o. 21 - 01 - 654
Estate of
JAMES LAUDERMILCH
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW JUL Y 11 xf~ 2001, 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 NOVEMBER 14, 1988
described therein be admitted to probate and filed of record as the last will of
JAMES LAUDERMILCH
TESTAMENTARY
VERA LAUDERMILCH
and Letters
are hereby granted to
MARY CLEWIS
FEES
Probate, Letters, Etc. ......... $ 60.00
Short Certificates( 1) . . .. . . . . ., $ 3 . 00
\e~~g~~ion ................ ~ 1 ~ . 00
JCP S.OO
TOTAL _ $ B3.00
Filed ..... ~ ~ ~ Y. .1. ~ ~ . .2.q q! . . . . . . . . . . . . . . .
ATTORNEY (Sup. Ct. 1.D. No.)
ADDRESS
PHONE
Mailed letters to Executor on 7-11-01.
rtn.
HI05.805 REV 9/86
This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
Fee for this certificate, $2.00
p
7579659
b -/7' rcP I
Date
'110; '",J~..~ ':87
COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
.'tPE/PRINT
IN
EAMANENT
BLACK INK
NAME Of' DECEOENT ',~ 'r:;l M.lJtlltl, ~.iSil1
I. Janes Laudermilch, Sr.
sn
.. Male
,rATE ~llE ~.lJM8ER
SCCIAL S[Cl,;RIT.... NU!\olBER
3. 184 12 3052
DATE 0F CEArM MCf111" Col., ...,."
.. :T"''''(. 17 ;lU'1
AGE:.l3s1~ot1f'\OaYI
UNDER 1 YEAR
Monrh. C.y.
RACE . 4mencan 'l'IOl.n, aa.c., WJ\c. etC
\Spec'''')
whi te
UNDER I DAY
HQur, Minuln
BJATHPLACE ;C""'.u'-d PlJ'CE OF DEATH ll':t,f!C_ 01"'" 1'\(lP' -- .a ,""r'.e:l.....'.. ,lft':4f'~ '5lUe1
:ltal..Jl' ~~te.qfl (QI.;n'f"1 HOSPITAL
Penbrook, PA ,_,_ ~ '''''''-'',N ,_
7 ~
FACIUTV NAME Ilf nol ,(1Sf'1\..11(lIl '_;,~e ..lfe.!l M'O I'un"tlef
Holy Spirit Hospital
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Spec,,,,, U
78 v"
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COUNTY OF DEATH
Cumberland
...
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DECEDENT"S USUAL OCCUPRtON
\~:o,~_~~u'::zt:f agricul tural
.... maintenance su vr. "".
DECEDENT'S WAILING ADDRESS (SIr.... ClfvlTowtl SIal.. lip Cooel
317 Silver Spring Road
Mechanicsburg, PA 17050
SURviVING SPOUSE
.I, MIa ;JIvetT"~ "~.I
Vera Tosheff
IS.
OECEDENT'S
ACTUAl
RESIDENCE
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FATHER'S NAMe ,FISt. MlOOI8 L.3SlI
John Laudermilch
17b, Caunrv
Cod
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Cumber land lownshlp1 17d.O ~OK==ot
MOTHEfrs NAME ,F"Sf \t.aale, !\ola.o.rl SurnMT'81
It. Bertha Shoop
INFORMANT'S MAILING AOOAESS tSlr.., C....,~.own" SlIIl.. .lIP COCIeI
,~. 317 Silver Sprin Road, Mechanicsbur , PA 170:0
PlACE OF DISPOSITION. N.me or Cemetery, Cram.J.IOfy l.OCATION - CICyITOlIm. Stal.. rro Coo.
Of Other PtKa
Con-Q-lite Vault Co.
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IHFCiAMANT"S NAME t1 yp*Prl/lI)
Vera Laudermilch
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MET:HOO OF DISPOSITION
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SIGNATU,%
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Schaefferstown, PA 17088
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OR PERSON ACTING AS SUCH
N'1fe~~~~ssru"tf:LI'Home, 3125 Walnut St.,
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LICENSE NU~BEA
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WERE AUTOPSY FINOtHQS
N.M.1l.A8LE PRtOR 10
COMPLETION OF CAUSE
OF OEATH1
,,< n/J 031 79,€! '30 ~ /
""'S CASE AEFERAEO TO ~EOtC EXAM1NEAlCOAOHEA1
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DATE OF INJURY
IMor.ltl Day l'e<trJ
TiMe OF INJURY
INJURY A1 WORK?
DeSCRIBE HON tkJUAY OCCuRRED
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To the bee' a. my II.now~. deelh OCCUl"recI due 10 the c.ulefllancl "'a"ne'.. lUlled.
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'PRONOUNCINQ AND CEATIFVIHQ PHYSICIAN ,F'r,<;.oe;,ol'" (>o;lt ..'-:I'<1l..fo( l''') '~'l..'r> 'll<tl '_""'IIV'fllt to ';-J'n~ ;! :e-t't,
To 1M ~I 01 my know&edge, d..'" occurred at the time, date, .nd ~K., .and due 10 the C."'e4I. and mann.,.. staled
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."ED6CAl EXAMINER/CORONER
On the b.... of ...mlnation ancllor investigation. in my opinion, d..th occurr.d alth. time, date, and place, and due to Ihe c.uselsl.nd
manne' .. ,I.teet
".
i~EGIS TR....R S SIGNATuRE AND NL.M8EA
".
DATE FILED '...., It'
,.
C'/
LAST WILL AND TESTAMENT
OF
JAMES LAUDERMILCH
I, JAMES LAUDERMILCH, of Harrisburg, Dauphin County,
Pennsylvania, declare this to be my Last Will and revoke any Will
previously made by me.
ITEM I: I direct that all my just debts and funeral
expenses, including the cost of a suitable gravemarker and
perpetual care for my burial plot, shall be paid from the assets
of my estate as soon as practicable after my decease.
ITEM II: I give, devise and bequeath all of my estate,
real, personal and mixed, wheresoever situated, to my wife, VERA
LAUDERMILCH, if she survives me by thirty (30) days. If my wife,
VERA LAUDERMILCH, does not so survive me, I give all of my estate
to my children, JAMES LAUDERMILCH, JR., LINDA SUE FETROW,
VICKI D. ZUVICH, THOMAS WILLIAM LAUDERMILCH and SCOTT ALLEN
LAUDERMILCH, in equal shares, provided that the share of any
child who predeceases me or dies on or before the thirtieth
(30th) day following my death shall be distributed to his or her
issue, per stirpes, living on the thirty-first (31st) day
following my death and in default of any such then-living
issue such shares shall be added to the share or shares for my
other children. Particular items may be allocated among my
Page One (1) of Six (6) Pages
children as they may agree, or, 1n the absence of agreement, my
Executrix shall decide.
ITEM III: No interest 1n income or principal shall be
assignable by or available to anyone having a claim against a
beneficiary before actual payment to the beneficiary.
ITEM VI: All federal, state, and other death taxes
payable on the property forming my gross estate for tax purposes,
whether or not it passed under this Will, shall be paid out of
the principal of my residuary estate just as if they were my
debts, and none of those taxes shall be charged against any
beneficiary.
I authorize my Executrix:
(a) to retain and to invest in all forms of
real and personal property, regardless of (i) any limitations
imposed by law on investments by executors or trustees,
(ii) any principle or law concerning delegation of investment
responsibility by executors or trustees, or (iii) any principle
of law concerning investment diversification;
(b) to compromise claims and to abandon any
property which, in my Executrix's opinion, is of little or no
value; to borrow from, and to sell property to others, and to
pledge property as security for repayment of any funds borrowed;
(c) to sell at public or private sale, to
exchange or to lease for any period of time any real or personal
ITEM V:
Page Two (2) of Six (6) Pages
daughter, LINDA SUE FETROW, Executrix under this Will. Should my
daughter, LINDA SUE FETROW, fail to qualify or cease to act as
Executrix, I appoint my daughter, VICKI D. ZUVICH, Executrix
under this will. I direct that any fiduciary acting hereunder
shall not be required to enter bond or other security in any
Court or jurisdiction in which said fiduciary may be called upon
.to act.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
and caused this my Last Will and Testament, consisting of six (6)
typewritten pages, including this attestation clause and the
following Acknowledgment ~d Affidavit, to be executed, declared
and published this /f day of /u~ , 1988,
at /~ ' Pennsylvania.
~~ ~~^~fll
James Laudermilch
Page Four (4) of Six (6) Pages
E
--
CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
I
Name of Decedent: ':jl4f1l ~- s L /J l( 0 e..- f?... Jr\ I L- 6~
Date of Death: -:JU- V) e.. I r; I 1- 00 I
Will No.: :ll--:Aoc> 1- ~ 5 q Admin No.:
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on
Nam~~
Address
VCra
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)/1 S,Lu-etL 5pR.Ii}6- f<.D,
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tIJ1 ed1 YfnJJc-~b 1-1- 1'6-, P 11 ,
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.
/0056
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
11)-/&-- b 1
i~~k
Signature
Name
311~~~ ed.
Address ~
7 ~t, - 3/l/ J>
Telephone
Capacity: ~Personal Representative
o Counsel for personal representative
J 6 -c;;) y.3. ..:J/
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE 'TAX DIVISION
DEPT. Z80601
HARRISBURG, 'PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1541 EX AFP 101-051
~:t
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
1\ 8 :~OUNTY
ACN
07-21-2003
LAUDERMILCH
06-17-2001
21 01-0654
CUMBERLAND
101
JAMES
VERA LAUDERMILCH
317 SILVER SPRINGS RD
MECHANICSBURG PA 17050):. f:
Ct'mbL
'03
JUL 21
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i54"7-Ex-AFP--foY=o3Y-NoYIcE-oF-YtiHERITAifcE-YAirAPPRAIsEifE"N:r,--AL1-owANcE-o"i-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LAUDERMIlCH JAMES FILE NO. 21 01-0654 ACN 101 DATE 07-21-2003
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)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. ,Jointly O1med Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
. 00 NOTE: To insure proper
. 00 credl t to your account,
. 00 subllit the upper portion
.00 of this forll with your
. 00 tax paYllent.
.00
.00
(8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
(11)
(12)
(13)
(14)
00
.00
.00
.00
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. PrinCipal Tax Due
NOTE:
.00 X
.00 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
.00
.00
.00
.00
.00
TAX CREDITS:
"'n~'" ..~-~... . (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "'CREDIT"' (CR), YOU MAY BE DUE
A R~FUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/07/2003
LAUDERMILCH VERA
317 SILVER SPRING ROAD
MECHANICSBURG, PA 17050
RE: Estate of LAUDERMILCH JAMES
File Number: 2001-00654
Dear Sir/Madam:
It has corne 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: 6/17/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc:
)File
Counsel
Judge
Name of Decedent: ?fl/11C-S' t...rl G/(.)f/Z t"'1/~c/1
Date of Death: 6' - 17. it D:::- I ~
Will No.: ~ I .ct . c:y; 5'" i:
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STATUS REPORT UNDER RULE 6.12
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 ~ther administration of the estate is complete:
Yes ~ No 0
2. lfthe answer is No, state when the personal representative reasonably believes
that the administration will be complete: 1tI/1
3. lfthe answer to No.1 is Yes, state the following:
a. Did the personal ~sentative file a final account with the Court?
Yes _ No t:1
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: ~
c. Did the personal ~sentative state an account informally to the parties
in interest? Yes ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: 5'./,).. oJ..
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Signature
l/ t tl A Lt<J C/ /.J Ram / L<: It~
Name
(V)
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3/7 fit... Vi.." 5'~/(~s /1,0
Address /11cC.N'11V1cS/Je--AC--.///J 17c>S-0,
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Telephone No.
Capacity: ~ersonal Representative
o Counsel for personal representative
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Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
0;//1 fJc (: ;-Jf?J
~'AJ- ,0).
Date: 5/07/2003
LAUDERMILCH VERA
317 SILVER SPRING ROAD
MECHANICSBURG, PA 17050
RE: Estate of LAUDERMILCH JAMES
File Number: 2001-00654
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: 6/17/2003
Your prompt attention to this matter will be appreciated.
7hank You.
Sincerely,
~/JJ. tJt4:/4tf)~, ;;w,
DONNA M. OTTO '~~
DEPUTY REGISTER OF WILLS
cc: File
Counsel
Judge
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OFFICIAL USE ONLY
REV -1500 INHERITANCE FILE NUMBER
TAX RETURN RESIDENT DECEDENT 21 01
e
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE DEPT.
28060\ HARRISBURG, PA 17128-0001
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COUNTY CODE
YEAR
NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Weigle, Ma ,E.
DATE OF DEATH (MM-DO-VY)
6/25/2001
(IF APPLICABLE) SURVIVING SPOUSE'S NAME
N/A
SOCIAL SECURITY NUMBER
210-26-7659
THIS MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD-YY)
7/1/1910
1. Original Return 0 2. Supplemental Return
4. Limited Estate 0 4a. Future interest Compromise
6. Decedent Died Testate 0 7. Decedent had Living Trust
o 3. Remainder Return
o 5. Fed. Est. Tax Return Req'd
_0_8. Total number of SOB's
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9. Ut'g'tion Proceeds Rec'd 10. Spousal Poverty Credit 11. Election to tax wI Sec. 9113(A)
':l$'~iSlliE&bWj,jilgj@~l!&fig.jV;j;jl'il'ii!$ml'i!iff"'''rlililfp.~i'rNWw.@'lIijilt(mMK'<:\It!tlilli%WimMm
NAME: COMPLETE MAILING ADDRESS:
Taylor P. Andrews. Esquire
FIRM NAME:
Andrews & Johnson
TELEPHONE NUMBER
717 243-0123
Taylor p, Andrews, Esq,
Andrews~ ,Johnson
78 W. POi'ntTet St. d
Carlisle, PA 17013'0
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(1)
(2)
(3)
(4)
(5)
(6)
$75,000.00
$0.00
OFFICltit USE ONLY
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1. Real Estate (Schedule A)
2. Slocks and Bonds (Schedule B)
3.Closely Held Corporation, Partnership or Sole-Prop.
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Depostts & Misc. Personal Prop.(Sch.E)
6. Jointly Owned Properly (Schedule F)
o Separate Billing Requested
7. Inter~Vivos Transfers & Misc. Non-propate Prop.
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administration Costs (Sch H)
10. Debts of Decedent, Mortgage liabilities, & Liens
11. Total Deductions (total lines 9&10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts
for which an election to tax has not been made (13)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amnt of Line 14 taxable at the spousal rate,
or transfers under Sec.9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable atcoUateral rate
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
':')
$3,000.00
$25,262.04
$0.00
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(7)
(9)
(10)
(8) $103,262.04
$14,790.74
$1,980.00
(11) $16,770.74
(12) $86,491.30
$86,491.30
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(15)
(\6)
(17)
(18)
(19)
$0.00
$3,892.11
$0.00
$0.00
$3,892.11
x,o_
'.045
..12
..15
$86,491
$0
$0
Dece ents om pie e ress:
STREET ADDRESS
90 Gordon Drive
CI1Y STATE ZIP
Carlisle PA 17013
Total lnterestIPentatty (D+E)
4. If \...ine 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) $3,892.11
A. Enter the interest on the tax due. (SA)
8. Enter the total of Line 5 + SA. This Is the IlALANCE DUE. (58) $3,892.11
Make Check Payable to: REGISTER OF WILLS, AGENT
lm~+", i i" " . :::!:,"tj: '::. . ::::
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a'transfer and: yes no
II
I t Add
. C
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Tax Payments and Credits:
1. Tax Due
2. CredttslPayments
A. Spousal Poverty Credtt
B. Prior Payments
C. Discounts
(1)
Total Credits (A+B+C)
(2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
(3)
(4)
$3,892.11
$0.00
$0.00
8. retain the use or Income fA the propMy tra{lSferred:
b. retain the right to'~~e who s~lt use the property transerred or its income:
c. retain a ~Interest or
d. retain the promise for life fA either ~ or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
'Nithout receiving adequate COll&ideration?
3 Did decedent own an "in trust for" or payable Upon death bank ac:count or security at his or her death?
4. Did decedent own an Individual Retirement Account. annuity, or other non.probate property which
contains a beneficiary d'lSignation?
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D
D
D
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IF THE ANSWER TO ANY Of' THE ABOVE QUESTIONS1S YES, YOU MUST COMPl.ETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
Under penalties d petjury, I declare that I have ell3mined this retvm, Including acoompanying schedules and statemeRt$, and to the best of my knowledge and belief, it is true, correct
and complete.
AOORESS
SIGNAlUR
AOORESS
DATE
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OATE
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FOfdat8s of death on or after July 1,1994 and befontJanuary 1, 1995, the tax rate imposed on the net value oftransfets to or for the use of the Surviving spouse is 3% (72P.S. Sec. 9116(a}('t.'tl<')}.
For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfel5 to or for the use of the surviving spouse isO'lft [72 P.S. Sec. 9116(a){1,1)(ii)).
The statute does not exempt a transfer to a sunriWlg spouse from tax, and the statutory requirements for disclosure of asset5 aM f\\ing a tax ~m af6 $\i\I applk:abM even it the suMving
spoIl6e is the
ootybeneficiary.
For datM crf death on or lJft.er July 1, 2OClO:
The tax rate imposed on the net value of transfer5 from a deseased child twenty-one ye8l1'S of age or}'OUnQel" at death to Of for the use of a natu~ parent, an adopWe palen\,
or a stepparent of the child is ~ [72 P.S. Sec. 9116(a)(1.2)]
The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beMficiarie5is 4.5'l\i., except as no\ed in 72 P.S. Se(;. 9116(1.2) (72 P.S. Sec.9116(a)(1).
The tax rate imposed on the net value of transfef$ to or for the use of the clecedenfs siblings is 12'Jl. [72 P.S. Sec.9116(a)(1.3)] A sibling is defined, under Section 9102, as an
indNiclual who has at least one ~rent in common with the decedent, whether by blood 01 adoption
SCHEDULE A
REAL EST ATE
FILE NUMBER
ESTATE OF
Weigle, Mary E.
(Property jointly-owned with Right ofSUf\'ivorship must. be disclosed on Schedule F) All real estate should be reported at fair
market value with is defmed as the price at which property would be exchanged between a willing buyer and a willing
seller, neither being compelled to sell, both having reasonable knowledge of the relevant facts.
ITEM DESCRIPTION
NUMBER
21-01-0655
VALUE AT DATE
OF DEATH
Single family frame dwelling and lot at
90 Gordon Drive, North Middleton Township
[Carlisle Post Office] PA 17013
Appraisal attached
Sold at appraised value
$75,000.00
TOTAL (also on line I, Recapitulation)
$75,000.00
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APPRAISAL REPORT
OF
A SINGLE-FAMILY DWELLING
LOCATED AT
90 GORDON DRIVE
CARLISLE, PENNSYLVANIA
PREPARED FOR
THE ESTATE OF MARY E. WEIGLE
.AS OF
JUNE 25, 2001
BY
LARRY E. FOOTE
DIVERSIFIED APPRAISAL SERVICES
EAST HIGH STREET, SUITE 101
CARLISLE, PENNSYLVANIA
17013-3052
(717) 249-2758
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SUMMARY OF IMPORTANT FAITS AND CONCLUSIONS
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LOCATION:
90 Gordon Drive
Carlisle, Pennsylvania
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TAX PARCEL NUMBER:
29-05-0425-074
IMPROVEMENTS:
A single-family dwelling.
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PROPERTY RIGIITS:
Fee simple interest.
SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the
subject's area, an inspection of the subject property, an
estimation of the property's highest and best use,
consideration of all three approaches to value, and the
application of those relevant to the valuation of the
subject.
OBJECTIVE:
To estimate the market value of the subject property as
unencumbered.
EFFECTIVE DATE:
As ofJune 25,2001.
IDGHEST AND BEST USE:
Use as a single-family residence.
COST. APPROACH:
$78,000
$75,000
NA
SALES APPROACH:
INCOME APPROACH:
FINAL VALUE CONCLUSION: $75,000
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APPRAISAL CERTIFICATION
I hereby certify that upon application for valuation by:
THE ESTATE OF MARY E. WEIGLE
the undersigned personally inspected the following described property:
All that certain piece or parcel of land situate in the Township of North Middleton,
Cumberland County, Pennsylvania, bounded and described as follows:
Beginning at a spike on the Northern line of a private lane at the Southwestern comer of
the herein described tract ofland; thence from said spike at the place of beginning, North 10
degrees 30 minutes 50 seconds West, a distance of243.25 feet to an iron pin at comer ofland
of Stewart A. Weigle; thence along tbe Southern line of said land QfStewart A. Weigle, North.
77 degrees 29 minutes 17 seconds East, a distance of367.84 feet to an iron pin; thence South
15 degrees 15 minutes East, a distance of 244.65 feet to a stake in line ofland now or formerly
of John King; thence South 77 degrees 40 minutes 30 seconds West along the approximate
Northern line of a private lane, a distance of388 feet to a stake at the place of beginning.
To the best of my knowledge and belief the statements contained in this report are true
and correct, and that neither the employment to make this appraisal nor the compensation is
contingent upon the value reported, and that in my opinion the Market Value as of June 25,
2001 is:
SEVENTY-FIVE THOUSAND DOlLARS
$75,000
The property was appraised as a whole, subject to the contingent and limiting conditions
outlined herein.
c:K~~
Larry E. Foote
Certified General Appraiser
GA-OOOOI4-L
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PURPOSE OF THE APPRAISAL
The purpose of this appraisal is to estimate the Market Value of the subject property as
of June 25, 200 I.
Market Value, as defined by the courts, is the most probable price estimated in terms of
money which a property will bring if exposed for sale in the open market, allowing a
reasonable time finding a purchaser who buys with knowledge of all the uses to which it is
adapted and for which it is capable of being used.
Frequently, it is referred to as the price at which a willing seller would sell and a willing
buyer would buy, neither being under abnormal pressure.
ffiGHEST AND BEST USE
Highest and Best Use is defined by the Appraisal Terminology and Handbook,
published by the Appraisal Institute, as "the most profitable likely use to which a property can
be put". The opinion of such use may be based on the highest and most profitable continuous
use to which the property is adapted and needed, or likely to be in demand, in the reasonable
near future.
However, elements affecting value that depend upon events or a combination of
occurrences which, while within the realm of possibility, are not fairly shown to be reasonably
probable, should be excluded from consideration. Also, if the intended use is dependent on an
uncertain act of another person, the intention cannot be considered.
Based on the above definition and after seeing the site, neighborhood, and area, it is my
opinion that the present use of the subject is its Highest and Best Use.
4
SITE DATA
ADDRESS:
90 Gordon Drive
TOWNSHIP:
North Middleton
COUNTY:
Cumberland
STATE:
Pennsylvania
LOT SIZE:
Approximately 2.12 acres.
SEWERS:
On-site septic system.
On-site well.
PP&L
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Typical for the area, with a sodded lawn, trees and shrubs
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:D:ETRIMEISTAL INFLUENCES
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DESClUP1IONOFUMPRO~NTS
One-story detached single-family. dwelling contammg
square feet of gross living area above grade, with. an attached oneCCM
Exterior: Average
Interior: Average
First Floor:
Basement:
Living room, kitchen, two bedrooms and a bathroom.
Full, with wood paneling in one room.
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EXTERIOR:
Foundation:
Walls: .
Sash:
Gutters:
Roof:
Storm units:
Concrete block.
Aluminum siding.
Thermopane replacement windows.
Aluminum, painted.
Asphalt shingles.
Screens throughout.
INTERIOR, PRINCIPAL ROOMS: Flooring:
Walls:
Ceilings:
Trim:
KITCHEN:
BATHROOM:
Cabinets:
Counters:
Walls:
Flooring: .
Sink:
Carpet
Drywall and wood paneling.
Acoustical tile blocks.
Wood, stained and varnished.
Wood, stained and varnished.
Formica
Wood paneling.
Vmyl
Single-bowl, stainless steel.
Flooring: Vmyl
Walls: Paneling
Bathtub: Built-in, with shower.
Lavatory:. . Vanity
Water closet: Two-pi~.
Medicine cabinet: Wallcmounted.
CONSlRUCTION: Joists: '.
Beams:
Columns: .
Plumbing:
HEATING:
HOT WATER:
ELECTRIC:
,..'.-
Wood
Wood ....
. Concrete block.
Iron and copper.
Baseboard electric.
52-gallon, electric.
Circuit breaker system, 200-ampere.
OTHER: There is a covered porch and a concrete slab attached to the front of the
dwelling and there is a detached aluminum siding storage building located in the rear yard.
GENERAL CONDITION: The improvements are considered to be in average condition on
the interior and on the exterior, with the exception of worn paint on the exterior aluminum
siding of the dwelling. Mechanical systems appear to be adequate and functioning properly.
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THE COST APPROACH
The Cost Approach to value is based on the principle of substitution, which proposes
that an informed buyer will pay no more than the cost of providing a substitute property with
similar utility.
In estimating the cost of providing a substitute, the following functions are completed.
The cost of the improvements, as if new, is estimated. Loss of value due to physical
deterioration, functional obsolescence and external depreciation, if applicable, is deducted to
represent the cost of a substitute depreciated. The land and the value of depreciated site
improvements is added to obtain a value indication of the real estate.
The cost new of the improvements was estimated using information from Marshall
Valuation Service, adjusted to the local area and verified with local contractors.
Dwelling: 825 sq. ft, @ $49.69 =
Basement: 720 sq. ft, @ $12.53 =
Porches, patios, etc,:
Garage: 384 sq. ft, @ $18.45 =
Total Estimated Cost New:
Depreciation:
Depreciated Cost of Improvements:
Misc. Site Improvements "as is":
Estimated Site Value:
$40,994
9,022
6,416
7.085
$63,517
-15.879
$47,638
10,000
20.000
Indicated Value by Cost Approach: $77,638
Rounded to: $78,000
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SALES COMPARISON APPROACH
In arriving at this conclusion of the value of the subject property, the appraiser made a
survey of properties that have sold in the area of the subject property.
Consideration was given and adjustments were made on each comparable sale as to
time of sale, size, location, as well as all other factors that might affect value. A resume of
some of the sales considered by the appraiser is as follows:
SALE NO. 1:
Location:
Date of Sale:
Sale Price:
Size:
Unit Price:
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SALE NO.2:
Location:
Date of Sale:
Sale Price:
Size:
Unit Price:
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SALE NO.3:
Location:
Date of Sale:
Sale Price:
Size:
Unit Price:
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131 Lakeview Drive, Carlisle.
October 30, 2000.
$83,700
988 square feet.
$84.72 per square foot.
1925 Sterretts Gap Avenue, Carlisle.
August 11,2000.
$85,500
936 square feet.
$91.35 per square foot.
615 Hamilton Street, Carlisle.
June 7, 2000.
$80,000
900 square feet.
$88.89 per square foot.
The appraiser, in addition to the sales listed, also considered several additional sales in
arriving at his final opinion of value. On the Sales Comparison Analysis form that follows this
page are dollar adjustments reflecting market reaction to those items of significant variation
between the subject and comparable properties. If a significant item in the comparable
property is superior to, or more favorable than, the subject property, a minus (-) adjustment is
made, thus reducing the indicated value of the subject; if a significant item in the comparable is
inferior to, or less favorable than, the subject property, a plus (+) adjustment is made, thus
increasing the indicated value of the subject.
After making all of the necessary adjustments, it is the appraiser's considered opinion
that the indicated value of the subject property by the Sales Comparison Approach is $75,000.
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SALES COMPARISON ANALYSIS
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ITEM SUBJECT COMPARABLE #1 COMPARABLE #2 COMPARABLE #3
90 Gordon Drive 13] Lakeview Drive 1925 Sterretts Gap Avenue 615 Hamilton Street
Ad&= Carlisle Carlisle Carlisle Carlisle
Proximity to Subject ~
Sale Price ~ $80,000
Price I Sq. Ft. GLA NA $84.72 $91.35 $88.89
Data Source lnspection Central Penn MLS Central. Penn MLS Central Penn MLS
ADJUSTMENTS DESCRIPTION DESCRIPTION $ Adjust DESCRIPTION $ Adjust DESCRIPTION $ Adjust
Sales or Financing
Concessions None None FHA -2,000
Date of Sale I Time N.of6-2S-01 10-30-00 8-11-OO 6-7-lJ0
Localioo A=age Superior -8.'100 Superior -8,.600 Superior -8,000
Site/View 2.12 acres 75' x ISO' +5,000 60' x 150' +5.000 60' x 142' +5,000
Desip> and Appcal 14""f deIad><d Similar Similar SiI'nilu
CoostrocIioo A1wninum siding Similar Vinyl siding Similar
Age 43ycan 41 years 40ycan 51 ycan
Cooditioa A=age Superior -3,000 Supai<< -3,000 SUpcriOf -3,000
Above Gn4e Tot. Bcd. Bath Tot. Bed. Ilalh Tot. Bed. Ilalh Tot. Bed. llolh
ROOO1 Coum 1-
4 2 I ~ 3 -2,000 5 3 1 '2,000 4 2 1
Groos LivU>g Ala 825 square fi:et 988 square C<<l -3,300 936 _ Ceet -2,200 - 9OO_C... -1,soo
Bascmoot &Fmisbod Full bascmodt wi1h -
Rooms Below Grade ..... wood paneIin& Full basement +500 FuU basemart +500 Full bu=et11 +500
FunctiooaIlJtilitv A_ Similar Similar Similar
H......' CoolinR '! .........dc1octric Oil hot water Oil FHA 00 FHA
Ganoe' Camort 1..Qt auacbed R3l1U!e None +2,000 2..,...""""" l..car nnwe wIshon -1000
Pon:IIcs, Patios Cov=1_ pord>, TWQ no<<h.s
Pools, de. ....... buUcm;., None +~oo Pcxd1 +300
Special Fn..-gy T yp;ca1 for the
Efficient Items l'C1!ioo. Similar Similar Similar
F....I_.l None Similar Simi1" F....1ace -1,000
0Iher(e.g.lciu:herl
equip., remodeling) Built.ins. Similar Similar Similar
NctAdi.(l<lUl) +8,700 -10 000 -Il 000
In<ticated Value
ofSubiect $75 000 $75 500 $69000
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FINAL INDICA TED VALUE OF SUBJECT PROPERTY: $75 000
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CORRELATION
Correlation may be defined as "the bringing together of parts in a proper relationship."
The parts of this appraisal report are the following approaches to value your appraiser used:
Value Indicated by Cost Approach
Value Indicated by Sales Comparison Approach
$78,000
$75,000
These approaches are representative of the market value of the subject property. I have
carefully reexamined each step in each method, and I believe the conclusions accurately reflect
the attitude of typical purchasers of this type property in this neighborhood. It is my belief that
this reexamination has confirmed the original conclusions.
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The Cost Approach will result in an excellent estimate if all elements are figured
accurately, because no prudent person will pay more for a property than the cost to produce a
substitute property with equal desirability and utility. Purchasers of the type of dwelling
typical of the subject property are more concerned with amenities than with hypothetical
replacement of the property. The value of the cost approach is not disregarded, but given less
weight because more errors in judgment can be made in this approach.
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The Sales Comparison Approach was based on several recent sales of properties similar
to that of the subject, all of which are located in the same general area. The adjusted sales
prices are most consistent under comparison. This approach is the most reliable because it
reflects the reactions of typical buyers and sellers in the market.
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Therefore, as a result of this appraisal and analysis, it is this appraiser's considered
judgment and opinion that the Market Value of the subject property, as of June 25,2001, is:
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SEVENTY-FIVE TIfOUSAND DOLLARS
$75,000
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UNDERLYING ASSUMPTIONS AND LIMITING
CONDmONS SUBJECT TO THIS APPRAISAL
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I. I assume no responsibility for matters legal in nature, nor do I render any opinion as to
the title, which is assumed to be marketable. The property is appraised as though under
responsible ownership.
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2. The legal description used herein is correct.
3. I have made no survey of the property, and the boundaries are taken from records
believed to be reliable.
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4. I assume that there are no hidden or unapparent conditions of the property, subsoil or
structures which would render it more or less valuable. I assume no responsibility for
such conditions or for engineering which might be required to discover such factors.
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5. The information, estimates, and opinions furnished to me and contained in this report
were obtained from sources considered reliable and believed to be true and correct.
However, no responsibility for accuracy can be assumed by me.
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6. This report is to be used in its entirety and only for the purpose for which it was
rendered.
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7. Neither all nor any part of the contents of this report (especially any conclusions as to
value, the identity of the appraiser or the firm with which he is connected) shall be
reproduced, published, or disseminated to the public through advertising media, public
relations media, news media, sales media, or any other public means of communication,
without the prior written consent and approval of the appraiser.
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8. This appraisal was prepared for the exclusive use of the client identified in this appraisal
report. The information and opinions contained in this appraisal set forth the
appraiser's best judgment in light of the information available at the time of the
preparation of this report. Any use of this appraisal by any other person or entity, or
any reliance or decisions based on this appraisal are the sole responsibility and at the
sole risk of the third party. The appraiser accepts no responsibility for damages
suffered by any third party as a result ofreliance on or decisions made or actions taken
based on this report.
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CERTIFICATE OF APPRAISAL
Your appraiser hereby certifies that:
I. The statements of fact contained in this report are true and correct.
2. The reported analyses, opinions, and conclusions are limited only by the reported
assumptions and limiting conditions, and are my personal, impartial, and unbiased
professional analyses, opinions, and conclusions.
3. I have no present of prospective interest in the property that is the subject of this report,
and no personal interest with respect to the parties involved.
4. I have no bias with respect to the property that is the subject of this report or to the
parties involved with this assigrnnent.
5. My engagement in this assigrnnent was not contingent upon developing or reporting
predetermined results.
6. My compensation for completing this assigrnnent is not contingent upon the
development. or reporting of a predetermined value or direction in value that favors the
cause of the client, the amount of the value opinion, the attainment of a stipulated result,
ot the occurrence of a subsequent event directly related to the intended use of this
. appraisal.
7. To the best ot: my knowledge and belief: the statements of fact contained in this
appraisal report, upon which the analyses, opinions, and conclusions expressed herein
are based; are true and correct.
8. This appraisal report sets forth all of the limiting conditions (imposed by the terms of
my assigrnnent or by the undersigned) affecting the analyses, opinions, and conclusions
contained in this report.
9. This appraisal report has been made in confonnity with the Uniform Standards of
professional Appraisal Practice adopted by the Appraisal Standards Board of the
Appraisal Foundation, and is subject to the requirements of the Code of Professional
Ethics and Standards of Professional Conduct of the National Association of Realtors
Appraisal Section.
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10. No one other than the undersigned prepared the analyses, conclusions, and
opinions concerning real estate that are set forth in this appraisal report.
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Larry E. Foote
Certified General Appraiser
GA-000014-L
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Andrews & Jolmson
A. SETTLEMENT SHEET
7S w. Pom1ret St., Carlisle, Pa. 17013
HUD-1
RESPA HB 4305-2
11. Tvp..:ofLoan
- FHA - FmHA - ConY. Unins. File No. I Loan No. Mortgage Ins. Case No.
VA Cony, Ins,
e This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agents are shown.
Items marked "(p.o.c.)" were paid outside the closing: They are shown for informational purposes and are not included in the totals.
D. Name and Address of Borrower E.Name and Address of Seller F. Name and Address of Lender
Paul S. Weigle Estate of Mary E. Weigle Countrywide Home Loans, Inc
G. Property Location H.SeWement Agent
90 Gordon Drive Ronald E. Johnson, Esquire
Carlisle, PA 17013 Place of Settlement \. Settlement Date
78 West Pomfret Street March 22, 2002
Carlisle. PA 17013
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101 Contract sales price $75,000.00 401. Contract sales price $75,000.00
102. Personal Property 402. Personal property
103. Settlement charges to borrower(Jinel400) $3,422.75 403.
104. 404.
105. 405.
Adjustments for items paid by seUer in advance: Adjustments for items paid by seller in advance;
106. Cityltown taxes to $0.00 406. Citynowntaxes to $0.00
107. County taxes 3/22/02 to 12/31/02 $178.96 407. County taxes 3/22102 to 12/31/02 $178.90
108. Assessments to 408. Assessments to
109. Maintenance to 409. Maintenance to
110. School taxes 3/22102 to 6130/02 $206.37 410. School taxes 3/22102 to 6130/02 $206.37
111. to 411. Commitment fee to
112. to 412. to
120. GROSS AMOUNT DUE FROM BORROWER: $78,808.08 420. GROSS AMOUNT DUE TO SELLER: $7S,385.33
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or eamest money 501. Excess deposit (see instructions)
202. Principal amount of new 10an(s) $77.250.00 502. Settlement charges to seller (line 1400) $984.00
203. Existing loan(s) taken subject to 503. Existing Joan(s) taken subject to
204. Commitment Fee 504. Payoff of first mortgage
205. Sellers Assistance to Buyer $1,829.00 50S.
206. 506.Payoff of second mortgage loan
207. 507.
208. 508. Sellers Assistance to Buyer $1.829.00
209. S09.
Adjustments for items unpaid by seller: Adjustments far items unpaid by seiler:
210. Cityltawn taxes to $0.00 510. Cityltown taxes to $0.00
211 County taxes to $0.00 511. Caunty taxes to $0.00
212. Assessments to 512. Assessments to
:~13 School taxes to $0.00 513. Maintenance to
"14 to 514. Schoolltaxes to $0.00
215. to 515. to
216 to 516. to
217 to 517 to
218. to 518. to
219. to 519 to
220. TOTAL PAID BY/FOR BORROWER $79,079.00 520. TOTAL REDUCTION AMOUNT DUE SELLER: $2,813.00
300. CASH AT SETTLEMENT FROMITO BORROWER 600. CASH AT SETTLEMENT TO/FROM SELLER:
301. Gross amount due from borrower (line 120): $78,808.08 601. Gross amount due to seller (line 420) $75.385.33
302. Less amounts paid by/for borrower (line 220) $79.079.00 602. Less totaJ reductions in amount due seller $2,81300
303.CASH II ] FROM) ([ ] TOI BORROWER: ($270.92 ) 603. CASH ([X I TO) ([ ] FROM) SELLER: $72,57233
L. SETTLEMENT CHARGES
700. TOTAL SALeS/BROKER'S COMMISSION Based on prlce
Division of commlssfot1 (line 700) liIS folloWS:
701. 10
702. $0.00 to
703. Commission pClid at settlement
704. Transaction fee to:
Paid from 8orrower's
funds at Set1lemenl
Paid From Seller's
funds at Settlement
$0.00
800.
801.
802.
ITEMS fAY ABLE IN CONNECTION WITH LOAN.
Loan origination fee 10
Loan discount to
803. Appraisal Report
804. Credit Report
805. final inspedion fee
806. Application fee
807, Flood d1eck Fee
808. Commitment Fee
to
to
to
10
to
to
land safe Flood
$25.00
Larry E. Foote Appraisal
Landsafe
$300.00
$25.00
809 Tax Service Fee
BID
811.
a12.
813.
900. ITEMS REQUIRED TO BE PArD IN ADVANCE.
901. Interest from 3/22102 to
to
Countrywide Home loan
590.00
$16.14 per day
$161.40
902. MOrtgage insurance premium for
903. Hazard insurance premium for
904. Flood insurance
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance
1002. Mortgage insurance
1003. City property taxes
1004. County property taxes
1005. Annual assessments (Maint)
1006. School Property Taxes
1007. Water DIst. Prop. Tax
1008. Aggragate Escrow Adjustment
1009.
1100. TITLE CHARGES:
1101. SetUernent or closing fee
1102. Abstrad. or title search
1103. Title examination
1104. Title Insurance binder
1105. Document preparation
1106. Notary fees
1107. Attome:yfees to Andrews & Johnson
Attorney fees to
1108. Title insurance
(includes abOVe Items No.:
1109. Lender's coverage
1110. Owner's coverage
1111. nUe Insurance Endorsements
1112. Restrictions
1113. Messanger service 10 Andrews & Johnson
1114. 'Nire fee to Andrews & Johnson
1115.Closing Protection Letter fee to Andrews & JotmSOC'l
1200 GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recortling lees: Deed $25.50 Mortgage
1202. City/county lax stamps: Deed $750.00
1203. State taxJstamps: Deed $750.00 Mortgage
1204. T8JC CertifICates
to
to
to
to
to
to
to cash
3 mo.@ $22.58 pe< mo. $67.74
1 mo.@ $62.44 pe<mo. $82.44
mo.@ pe< mo. $0.00
3 mo.@ $19.11 permo. $57.51
mo.@ pe< mo. $0.00
" mo.@ $62.77 pe< mo. $690.47
mo.@ pe< mo. $0.00
($167.(16)
Countrywide Home loans, Inc.
$350.00
$6.00
$4.00
POC
to Ronald E. Johnson, Agent
$726.75
$77,250 .00
$75,000.00
P:':~-~" '~-~~-'" ,~.
~=_. o.",,,--,~,~, ','," .~
Lc......_.~ ~__ ....__rJf.:.:,L~~ _ _ ,~ ~..
m--~..-~~~
, '1;;.' ~ :;;'_fl'.""
~-...... -"~
$150.00
$15.50
$35.00
$51,50 Rele8$es
Mortgage
$77.00
$150.00
$750.00
1205.
1300 AOITIONAL SeTTLEMENT CHARGES
1301. Survey
1302. Pest inspection
1303. RObin Sollenberger, Tax COllector 2002 countyl\O'M'\ship
1304
1305.
1400. TOTAL SETTlEMENT CHARGES (entered on lines 103. SectkH1 J and 502, Section K)
$230.00
$3.422.75
$984.00
SCHEDULE D
MORTGAGES AND NOTES RECEIVABLE
ESTATE OF
FILE NUMBER
Weigle, Mal)' E.
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION
NUMBER
21-01-0655
VALUE AT DATE
OF DEATII
I
Note from John and Betty Weigle
$3,000
2
TOTAL (also online 4, Recapitulatioo)
$3,000
SCHEDULE E
CASH, BANK DEPOSITS AND
MITSCELLA}UOUSPERSONALPROPERTY
ESTATE OF
FILE NUMBER
Weigle, Mary E.
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION
NUMBER
21-01-0655
VALUE AT DATE
OF DEATH
M&T Bank checking account
2 Property tax rebate from 200 1
3 CD at M&T Bank
4 CD at M&T Bank
5 Sprint refund
6 Comcast refund
7 Personal Property - prooeeds of sale
sold at public sale
8 Property tax rebate from 2000
$3,054.88
$500.00
$10,000.00
$5,000.00
$1O.11
$40.55
$6,156.50
$500.00
TOTAL (also on line 5, Recapitulation)
$25,262.04
SCHEDULE H
FUNERAL EXPENSES, ADMINISTRATIVE
COSTS AND MISCELLANEOUS EXPENSES
ESTATE OF
FILE NUMBER
Weigle, Mary E.
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F)
2 I -0 \-0655
c.
ITEM DESCRIPTION AMOUNT
NUMBER
Funeral Expenses:
I Hoffman Roth Funeral Home - flowers and clergy $202.50
2 Waggoners UM Church - reception after service $200.00
Administrative Costs:
I Personal Representive Commissions $5,000.00
Social Security Number of Personal Representative: 179-44-9492
2 Attorney fees to Andrews & Johnson $4,000.00
3 Family Exemption
Claimant Relationship:
Address of Claimant at decedent's death:
Street:
City: State & Zip
4 Probate Fees to Register of Wills $210.00
Miscellaneous Expenses:
I Diversified Appraisal Service - real estate appraisal $250.00
2 M&T Bank - Estate checks $29.01
3 PP&L - electric bills $723.55
4 Robin Sollenberger - RE taxes $753.18
5 Settlement charges from sale of 90 Gordon Drive $2,328.00
6 Costs of public sale of personal property $1,024.50
7 Gilbert Pest Control - pest inspection for sale $70.00
8
9
10
Il
12
13
14
15
16
17
18
19
20
21
22
23
TOTAL (also on line 9, Recapitulation) $14,790.74
A.
B.
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
ESTATE OF
FILE NUMBER
Weigle, Mary E.
21-01-0655
ITEM DESCRIPTION
NUMBER
AMOUNT
1 Church of God home - bill for care
$1,980.00
2
TOTAL (also on line 10, R.caprtulation)
$1,980
SCHEDULEJ
BENEFICIARIES
ESTATE OF
FILE NUMBER
W'! M
E
21 01 0655
elgLe arv - -
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE
NUMBER OF ESTATE
I Patricia Minich, 1200 McClures Gap Rd., Carlisle, PA. Granddaughter $1,000 and 1/24 ofresid
2 Justin Hays, III Gordon Drive, Carlisle, P A Grandson $1,000
3 Mary Ann Hays, III Gordon Drive, Carlisle, P A Daughter 1/4 of residue
4 John W. Weigle, 110 Gordon Drive, Carlisle, P A Son 1/4 of residue
5 Leroy E. Weigle, 131 Gordon Drive, Carlisle, P A Grandson 1/24 of residue
6 Ruth Ann Shughart, 306 Louther St., Carlisle, PA Granddaughter 1/24 of residue
7 Randy Weigle, 306 E. Louther St., Carlisle, PA Grandson 1/24 of residue
8 Tina L. Toombs, 4 W. Springville Rd., Boiling Springs, PA Granddaughter 1/24 of residue
9 Paul S. Weigle, 144SC Holly Pike, Carlisle, PA Grandson 1/24 of residue
10 Fern E. Gordon, 41 Gordon Drive, Carlisle, P A Daughter 1/4 of residue
11
12
ue
iTEM NAME AND ADDRESS OF BENEFiCIARY
NUMBER
AMOUNT OR SHARE
OF ESTATE
B. Charitable and Governmental Bequests:
None
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (a"o ent... on Imo 13, Recapitulation)
$0
...
LAST WILL AND TESTAMENT
OF
MARY E. WEIGLE
I, MARY E. WEIGLE, of North Middleton Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament and revoke any and all
wills and codicils heretofore made by me.
ITEM I:
My personal representative shall pay from the residue of my
estate the expenses of my last illness, funeral and burial debts duly allowed against my
estate, and estate taxes occasioned by my death and incurred with respect to property
passing Sy this Will.
ITEM II:
All of my tangible personal property is jointly owned by my
Husband, STEWART A. WEIGLE. If STEWART A. WEIGLE predeceases me, I give
and bequeath my personal property to my children in equal shares. My personal
representative shall determine which items, if any, shall be distributed in kind in as
nearly equal shares as practical, and which items shall be sold at public or private sale
with the proceeds to pass with the residue of my estate to my children.
ITEM III:
I devise and bequeath the residue of my estate, of every
nature and wherever situate, to my Husband, STEWART A. WEIGLE. Should my
Husband, STEWART A. WEIGLE, predecease me, I give and bequeath One Thousand
Dollars ($1,000.00) to my granddaughter, PATRICIA MINICH and One Thousand
Dollars ($1,000.00) to my grandson, JUSTIN HAYS, and I give and bequeath all the
remainder of my estate, of every nature and wherever situate, to my issue, per stirpes.
2
ITEM IV:
I appoint my Daughter, MARY ANN HAYS, Executor of this
my Last Will and Testament. Should my Daughter, MARY ANN HAYS, fail to qualify
or cease to act as Executor, I appoint my Son, JOHN W. WEIGLE, as Executor of my
estate.
ITEM V:
I direct that my Executor and his successors shall not be
required to give bond for the faithful performance of their duties in this or any other
jurisdiction.
IN WITNESS WHEREOF, I, MARY E. WEIGLE, have hereunto set my hand and
seal to this my Last Will and Testament, consisting of ~o )2) typewritten pages, each of
which bears my signature, this ~day of ~ ,1994.
~,fwG;'F
(SEAL)
Signed, sealed, published and declared by the above-named Testatrix, MARY E.
WEIGLE, as and for her Last Will and Testament, in the presence of us, who, at her
request, in her sight and presence, and in the sight and presence of each other, have
hereunto subscribed our names witnesses.
II)&/I~~
COMMONWEALTII OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
WE, MARY E. WEIGLE, TAYLOR P. ANDREWS, and lJ?arv /-Jnl1
I
NUll'";, , the Testatrix and witnesses, respectively, whose names are
signed to the foregoing or attached instrument, being first duly sworn, do hereby declare
to the undersigned authority that the Testatrix signed and executed the instrument as
and for her Last Will and Testament and that she signed willingly and that she executed
as her free and voluntary act for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and
that to the best of their knowledge the Testatrix was at the time eighteen (18) or more
years of age, of sound mind and under no constraint or undue influence.
Subscribed, sworn to and acknowledged before me by MARY E. WEIGLE, the
Testatrix, and subscribed to and sworn or affirmed to before me by TAYLOR P.
ANDREWS and mar)" /lnn #;/5 , witnesses, this 0~ day of
~r , 1994.
~~-dr! ~..{^,",-(SEAL)
Notary Public
HOT ARlAl S<Al
BRENDA L. B1tEHM. NOTARY PUBUC
CARUSLE 1lORO. CUMBERlANO COUNTY
MV COMMISSION EXPIRES JANUARY 6. 1996