HomeMy WebLinkAbout01-0812
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of' Wesk,1I\ No ("vY\o.V\ Be....\l
also known as
No.
To:
21-01-812
Register of Wills for the
. Deceased. County of t\J~ Ioe.r\QV\.d. in the
Social Security No. 112...- 0\ - 2 <i 2..11 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 executo(' S
in the last will of the above decedent, dated
and codicil(s) dated May ::z 5"\ \~JDJ". .....
Sa. ro..'^- E\eaVl.~r ~,,\ \ ex(!'c ut r \)(. ( A,,~u~ T 9J ZOO I )
named
,19_
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent, then years of age, died \J u~ I ,~
at - ('~ f"i \ h" 0.:
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:
$ r75i 000
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters ~sfa.V\o\bt\\"Cl.f'~
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1-- ss
COUNTY OF _ CUMBERLAND J
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.
affirmed and
30th
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No. 21-01-812
Estate of
WESTON NORMAN BElL
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW AUGUST 31 ~~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 MAY 25. 1966
described therein be admitted to probate and filed of record as the last will of
WESTON NORMAN BElL
and Letters TESTAMENTARY
are hereby granted to !ACK NORMAN BEIT.
':n;t"Y(?f:Z,-tL/-jPHMf' /~/
Re ster of Wills
FEES
Probate, Letters, Etc. .........
Short Certificates( )..........
Renunciation ................
JCP
$ 235.00
$ 30.00
$
$ 5.00
TOTAL _ $ 270.00
. . . . . . Al!9Y~.~ )9,. ..4Q9 J. . . . . . . . . . .
A TIORNEY (Sup. Ct. 1.D. No.)
ADDRESS
Filed
PHONE
tk~~~,
~0--,5/- .3 -</6 c:,
COpy A
FOR DIVISION OF
VITAL RECORDS
DECEDENT
PLACE OF
DEATH
USUAL
RESIDENCE
OF DECEDENT
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NOTE: if
"Pending" must
be indicated, so
state in part 1
and notify
registrar of tinal
decision as soon
as possible.
PERSONAL
DATA OF
DECEDENT
CAUSE OF DEATH
TO
PHYSICIAN:
Complete and
sign medical
certification
(item 28) and
return both
copies to funeral
directOf as soon
as possible after
determination of
cause.
FUNERAL
DIRECTOR
REGISTRAR
'"
'"
'"
V>
>
REGISTRATION
AREA NUMBER /dJ
1. FULL NAME
OF DECEDENT
COMMONWEALTH OF VIRGINIA - CERTIFICATE OF DEATH
DEPARTMENT OF HEALTH - DIVISION OF VITAL RECORDS - RICHMOND 21-01-812
STATE FILE
NUMBER
(last)
male female
3. DATE OF (mo.)
DEATH
Au ust 14
Weston
(day) (year) 4. AGE
N.
Beil
lJ
o
6. WAS DECEDENT
EVER IN U.S. yes
ARMED FORCES?
5. DATE OF
BIRTH
Jan.
(mo.)
IF UNDER 1 DAY
----r----
hours I minutes
IF UNDER 1 YEAR
----T-----
months I days I
no
D~
15
2001
90
I
ears
7. NAME OF HOSPITAL OR INSTITUTION OF DEATH (~none, so stale)
8. COUNTY OF DEATH (if independent city, leave blank)
Out Pat.
Emer Am
DOA
o
Inpatient
Fair Oaks Hospital
9. C;TY OR TOWN OFDEATH
o
rn
Fairfax
inside city or town limits? 10. STREET ADDRESS OR RT. NO. OF PLACE OF DEATH
yes' no
d Dt 3600 Jose h Siewick Drive
12. COUNTY OF DECEDENT"S RESIDENCE (if independent city, leave blank)
Fairfax
11. STATE (OR FOREIGN COUNTRY) OF DECEDENT'S RESIDENCE
Virginia
13. CITY OR TOWN OF RESIDENCE
Fairfax
inside city or town limits? 14. STREET ADDRESS OR RT. NO. OF RESIDENCE
yes no
ZIP CODE
Fairfax
15. NAME OF DECEDENT'S FATHER
o
Dt
22033
4427 Ma'estic Lane
16. MAIDEN NAME OF DECEDENT'S MOTHER
Norman W. Beil
Bessie Dowhower
19. EDUCATION (Specify only highest grade completed)
17. RACE or DECEDENT
18. OF HISPANIC ORIGIN?
Puerto Rican, etc.
Dyes
If yes, specify Cuban, Mexican,
ytno
Caucasian
20. CITIZEN OF WHAT COUNTRY
Elementary/Secondary (0-12) 1 ? College (1-4 or 5 of)
22. NEVER MARRIED 0 DIVORCED 0 23.:Ft ~~o~~~?e~v~ ~~~tED, NAME OF SPOUSE
MARRIEDO WIDOWE~ Eleanor S. Beil
26. KIND OF BUSINESS OR INDUSTRY 27. INFORMANT - OR SOURCE OF INFORMATION
21. BIRTHPLACE (state or country)
U.S.A.
Pennsylvania
25. USUAL OR LAST OCCUPATION
24. SOCIAL SECURITY NUMBER
172-01-2928
Barbara Kale
28. PART I. Enter the diseases, injuries. or complications that caused the death.
List only one cause on each line.
Sequentially list conditions, if any. leading
to immediate cause. Enter UNDERLYING
CAUSE (Disease or injury that initiated
events resulting in death) LAST
z
o
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c
()
ii:
;::
0:
W
()
....
c
()
5
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C
PART II. ~ significant ~ contribut:ng to death but not resulting in the underlying cause given in Part I.
26a. AUTOPSY? Dyes '\:.-
AUTHORIZED BY; ~
2Be. IF EXTERNAL CAUSE, IT WAS
PRIMARY 0 or CONTRI NG 0
TO CAUSE OF DEATH
26d. DESCRIBE HOW INJURY RELATING TO DEATH OCCURRED
YA
28b. IF FEMALE, WAS THERE A PRf3I'IANCY
IN PAST 3 MONTHS? ~
yes D no 0 unknown 0
28e. TIME OF INJURY (mo.)
128h. (city or town)
I
I
I
(county)
(state)
(year) 28f. INJURYOCCURRED I:!w A
W~~:rk 0 at ~~~~Ie 0
A.M.
P.M.
28g. PLACE OF INJURY (home. farm,
faclOry, s')';;;te bldg., etc.)
(a.m.), (P.~') the date and place and from the cause(s) stated.
~A~~-~--l----------------
: oIV(~1
- - - - - - - - - - - - - - - - - - - - - :ADDRESS OF-ATrEN- -G-PHYsI~IW - - - - {};:i--;Jt"- LI-';;'L&--:
(name 01 cemetery or crematory)
(city or county)
(state)
Prospect Hill Cemetery Harrisburg, PA
~~~~~~6UNERAL Everly Funeral Home
ADDRESS 10565 Main St Fairfax VA 22030
This is to certify that
the original record
FAIRFAX VIRGINIA.
this is
filed with
true and correct reproduction of
FAIRFAX COUNTY HEALTH DEPARTMENT.
a
the
AUGUST 22Ll.QOl
DATE ISSUED
~R~-
(SEAL)
VOID IF ALTERED OR DOES NOT BEAR IMPRESSED SEAL
21-01-812
THE LAST JOINT WILL AND TESTAMENT OF WESTON NORMAN BElL AND
SARAH ELEANOR BElL IF BOTH SHOULD BE KILLED OR DIE AT THE
SAME TIME.
We WESTON NORMAN BElL AND SARAH ELEANOR BElL of Harrisburg
in the County of Dauphin and State of Pennsylvania, being of
sound mind memory and understanding, do make and publish this
our last joint will and testament, hereby revoking all former
joint wills by us at any time heretofore made.
All that we possess in the world We hereby bequeath to our
two children as follows:
(a) To our daughter, Barbara Jean Cale, one-half share.
(b) To our son, Jack Norman Beil, one-half share.
We name as the Executor of this our last will, our son
Jack Norman Beil.
IN WITNESS WHEREOF, We have hereunto set our hand and seal
,.-/
this J-S day of May, A. D. 1966.
..Ji"~i70v0L? j,/f:!?t / Jd-
/
(SEAL)
A f1 '. '(7
_~~I.ll e._{t.t h(~( ~_(, .") (SEAL)
On this j.(day of May, A.D. 1966, the foregoing instrument,
was signed, sealed, published, and declared by the above named
WESTON NORMAN BElL and SARAH ELEANOR BElL, as for their last
joint will and testament, in the presence of us who have here-
unto subscribed our names at their request as witnesses thereto,
in the presence of the said Testator and Testatrix and for
each other.
'fkc6: j jj~~
(SEAL)
/-~' -t1 ~
rJ
-r'.
--I'- ~
.. ..~ L.-{ij( SEAL)
(/
REGISTER OF WILLS OF (;v.tV\.~ ".-J &"",,,1 COUNTY
OATH OF SUBSCRIBING WITNESS
~ ~7, fA'. h~ dhh _)b' d' '-Cd d' '
a su scn mg wItness to t e WI presente erewIt, emg u y qua I Ie accor mg to
law, de se(s) nd say(s) at present and saw
the testat~" , sign the same and that signed as a witness at the
request of testa~ in h i./ presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this "3 0 day of
d~.~~~O'
Ister
"/ 4.1?/s'?
--
NoIaJ1ea Seal
Jo .... CoIemen, NotaIy PubIlc
....Oumber1andBoro. CumberiandCwnly
My CommiSSion Expires Sept. 6, 2004
Member. ~l1i1sy:vailla Assoc'a'.ion ct Notaries
.-f!!.!!.m.e)
(Address)
REGISTER OF WILLS OF / COUNTY
OATH OF NON-SUBSCRIBIN~ITNESS
//
,/
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
will
testat_ of (one of the subscribing witnesses to) the
presented herewith and
codicil
believes the signature on the will is in the handwriting of
that
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19_
(Name)
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat , sign the same and that signed as a witness at the
request of testat_ in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19_
(Name)
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
J~a r ba Vii-
\} C q / e
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s
r q M familiar with the signature of \'
codicil
testat_ of (one of the subscribing witnesses to) the will presented herewith and
........-- -- ~dicil
that 1- believes the signature on th~i}l.--is in the handwriting of
-t))~~\t()V; ;\J!(n1(/Y? ,-Pel)
to the best of knowledge and belief.
Sworn to or affirmed and subscribed before ~O~ /<-e!L ~, ~
me this 30th day of .$:(' Pa r Cl.. ~ rJa11Je) C q Ie .
~AUGUST /l. ~2001 9-9.:} ^I tt)OV'e.s1,'c Ln) rA_ :{'-CO'f t/IJ 22033-
._./~r?_~~~N/)z;"/~~e../~~/ (Address)
I / Register t!
(Name)
(Address)
~
--
,
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Wes..'t-D~ l\L. \)e.-i \
Date of Death:
AIJ~ lJS+- I q 200 \
,
Will No.
PLJD 1 .- 008 12.....
Admin. No. ;..J.... 0' - 08 1'-
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 ~\- _ 10) '2.00 l
Address
LI- 42 -, M<\y~...~\-U:.. 1aV\e.
Fa., ~ PCl)C. \ Va. Z "2.0~"3
\9l\ \ "Ql\e.y VI e'N })p ye.
50\ 1, -r'J3 S'rrl~~ f ~ 11- 17DOl
Name
M(5, Bo.rbO.f"Q. ~e..
..
~(. :Iac.\( N. ~ei \
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: Sf'?*,' 2.0,20 0 \
Signatll" r'" f3.,.;...o..
Name Jo.c.\<.. N. Ee..'.l
lo4 \ Vo..\lfit"j ~ lew br;-{.Q..
80l \ ~ V\5 S'prl'1I\9J) PPt, n 001
Telephone r[11 258- 3q.~Co
Address
Capacity: V Personal Representative
_Counsel for personal representative
E-
v'
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be deter-
mined wholly or partly by the decedent's will. If the decedent
died without a will, whether you will receive any money or prop-
erty will be determined by the intestacy laws of Pennsylvania,
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In re Estate of Wes~1I'\ N,. Be:~ \ , deceased,
Estate No,
(Name and Address)
TO: I\\r.S, '"Bo.,r\)Oltl ~ \ C6..\e..
4lfz, Mo.jos\-'\.C" ~~
Fo..\('~y: , vt A~ 2 ~033
Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below,
M(. ~~~ N.. "Be.,c \
.
{o t.U.-Yo \~J"tJ~lA.\ Dr.
.ED\ \ ~~ ~('(,^g.~) \>l\ \ 110{)7
The Decedent \Nestotl\ N. Be\ \
day of , '"' , , at FO\ ("' f'o. '/.
PeBBsyl....aRia.. VI~ \ v'\. \0..
.~
The Decedent died testate (with a Will); or
, died on the A lJ~ ust- ,.., J 2. Of:) I
County,
The Decedent died intestate (without a Will).
The personal representative of the Decedent is
(name, address and telephone number).
.J llq.. ~. ?>e..~ \
lo4-l Va.\\e'f Vl'eW Dc
Bo~ \ 1 V\j Spr\~J ~~. 17007
711- 2.S8 - 3tj,1o~
.,.
If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1
Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345
If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the
Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345
A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication.
Date: Signature: ~ '11 ~ ~
Name (print). r::r~\<. ~. 'Bt--i\
Address {Pt..l \ \frL\\e.y V,"ew be.
<Bel h nj S~.~S c (.>1\ J t?OOl
Telephone (111 '25&- 3~iJ,Co
capacity:~sonal Representative
Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUR~U OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EXI11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 000308
BElL JACK NORMAN
641 VALLEY VIEW DRIVE
BOILING SPRINGS, PA 17007
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
_____u_ fold ---------- --------
101 I $7,244.75
ESTATE INFORMATION: SSN: 172-01-2928 I
FILE NUMBER: 21-2001- 0812 I
DECEDENT NAME: BElL WESTON NORMAN I
DATE OF PAYMENT: 09/25/2001 I
POSTMARK DATE: 00/00/0000 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 08/14/2001 I
I
TOTAL AMOUNT PAID: $7,244.75
REMARKS: JACK N BElL
CHECK#102
INITIALS: VZ
SEAL RECEIVED BY: MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
THIS RECEIPT REPLACES RECEIPT CD 000301
.
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
POBOX 8327
STRAWBERRY, PA
HARRISBURG, PA 17127
September 28, 2001
Dear Jeff;
I am writing to inform you about a recent void of a Tax Receipt. On September 25th,
2001, we had a paper jam on the AS400 printer. The Tax Receipt CD 301 did not print so
we do not have the actual receipt .I called Infocon and talked to Dawn. We can not
reprint tax receipts. If you have any questions about this matter, please give me a call at
(717) 240-6246.
Sincerely,
)LL~~
Sue Koser, Deputy
o
STATUS REPORT UNDER RULE 6.12
Name of Decedent: -JlVes1-0tIJ N. Be~ I
Date of Death: ~h'f J~()OI
I I
Will No. ~OO 1- 0 0 fl2....
Admin. No. .2.1- 0' - 08 I z..
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes V No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes ~ No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approval$ of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: ..5e~. 2.0)2.00 , 0__ (J 11. U
~ Signat,urev
:Tac.K N. Bei /
Name (Please type or print)
IoLll ~\~y We.W t),ive.
Address BO\ \ ltlS .r-Pf'\ l"Jg S I ?l\. l '700,
(717) .:25g -34(oCo
Tel. No.
Capacity:
~personal Representative
(MAH:rmf/AM3)
Counsel for personal
representative
/7-.y'- 7
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-05-2001
BEll
08-14-2001
21 01-0812
CUMBERLAND
101
JACK N BEll
641 VALLEY VIEW DR
BOILING SPRINGS PA 17~~7
Allount Rellitted
'*
REV-1547 EX AFP 112-001
WESTON
N
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 ~
REY=is'47-EX-AFP-C:i'2-:o0Y-NOYicE--OF-YNHEifiTANCi-TAX-A"PPRA"isEifENT~--ALU)WAifCi-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEll WESTON N FILE NO. 21 01-0812 ACN 101 DATE 11-05-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
178,043.16
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
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 .t Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEJ:PT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 05-14-2002*.
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
(10)
17,048.78
.00
(1lJ
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
178,043.16
17.048 78
160,994.38
.00
160,994.38
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
7,244.75
.00
.00
7,244.75
.00
7,244.75
.00
7,244.75
( 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 REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.00 X 00 =
160,994.38 X 045 =
.00 X 12 =
.OOX 15 =
(19)=
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
/?- -r'-7
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-I6D7 EX AFP 112-DDl
JACK N BEIL
641 VALLEY VIEW DR
BOILING SPRINGS C1Wrk111fJ:il7:tn Gourt
Cumberland Co., PA
"01
NOY 26 All :48
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-19-2001
BEIL
08-14-2001
21 01-0812
CUMBERLAND
101
WESTON
N
Recoraed 'JffiC,$ of
Register of Wtfts
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv=i6'irj-ix--AFP-ci1f=ooY------...-fNHERITANCE-YAX--iTAfEMENY-O'F-ACCoui.-f--.-..---------------------
ESTATE OF BEIL
WESTON
N FILE NO.21 01-0812
ACN 101
DATE 11-19-2001
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-05-2001
P R I NC I PAL TAX DU E : .................................................."""""""""""""""""........".......................................".".""""""".."""""......".".........."...............................
7,244.75
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-25-2001 CDOO0308 362.24 7,244.75
TOTAL TAX CREDIT 7,606.99
BALANCE OF TAX DUE 362.24CR
INTEREST AND PEN. .00
!Ii IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 362.24CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR',
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ,
/7- ~- 7
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-UD1 EX iFP 112-DDI
Recoroe.....
Rer)
of
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-31-2001
BEll
08-14-2001
21 01-0812
CUMBERLAND
101
WESTON
N
JACK N BElL
641 VALLEY VIEW DR
BOILING SPRINGS PA l~Rik
ClImbend
.02
FEB -1
P 1 :44
Allount Rellitted
-Ui"t
FA.
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your eccount, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i6'ifj-E.;f-AFP-fi'2-:ooY------...--iNHERITANCE--YA;f-STAfEMENY-OF'-AccoiJiff--...---------------------
ESTATE OF BEl L
WESTON
N FILE NO.21 01-0812
ACN 101
DATE 12-31-2001
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-05-2001
P R I NC I PAL TAX DUE: ...........................................................................................................................................................................................................................
7,244.75
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-25-2001 CDOO0308 362.24 7,244.75
12-12-2001 REFUND .00 362.24-
TOTAL TAX CREDIT 7,244.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
,
REIJ-1500 EX (6-00)
.
~ ,
OFFiC:AL USE ,ONLY
C-.
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
I 7- LJ I
W
I-
li::$l/l
ultli:
wD-U
J:oo
ult...J
D-ClI
D-
o:(
FILE NUMBER
l- ( _ 0
INHERITANCE TAX RETURN
RESIDENT DECEDENT
YEAR
NUMBER
00 S?I L
COUNTY CODE
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURIIY NUMBER
J-
Z
W
o
W
o
W
o
172
01
2928
DATE OF BIRTH (MM-DD-YEAR)
1/15/1911
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURIIY NUMBER
DATE OF DEATH (MM-DD-YEAR)
8/14/2001
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ 1. Original Retum
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Retum
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach capyofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Retum (date of death poor to 12-13-82)
o 5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attacl1 SchO)
I-
Z
W
C
Z
o
D-
l/l
W
It
It
o
U
if ~~~~):-,~ ~,,"'~~"f"'l;r"~~'~ ~~~.i:w"U "'-M~~h-j...... ~ ,"!,rM,"'''''l !;"~~~\;. "'. ~ "?:'~Wo:rYfif;t,;":'T~...~j:.l'1l.~"")~ "{a<'7",,".~.o/. ~~ .;""-~~ :a:~~
~ .1" ;J~~~'1-~~i;J,.l..~~~).1~~-.\;.'f?:,~ ~,..~! ~r~2_,,-~\i~:.~...:,h~.~)=.~17tt ~":;,~:-l'~-;;\ ~-;~ "'~ Xc,.~;.:,~~~>~JJ'~ ~'t' ::~ ;-";.I.!~';!1~~:~~J..~~
Beil
COMPLETE MAILING ADDRESS
Jack N. Beil
641 Valley View Drive
Boiling Springs, PA 17007
FIRM NAME (If Applicable)
TELEPHONE NUMBER
OFFICIAL USE ONLY
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
.
$178,043.16
none
none
z
o
~
~
!::
D.
<(
o
w
a::
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(11) 17,048.78
(12) 160,994.38
(13) none
(14) 160,994.38
none
x.O_ (15)
x .04.5.... (16) 7,244.75
x .12 (17) none
x .15 (18) t:l.Qt:l.~
(19) 7J211_75
none
nonp
(6)
none
(7)
none
(8) 1 78 , 043 . 16
17,048.78
(9)
(10)
none
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
~
.-
~
D.
:!E
o
o
g
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate 160 , q R 9 . 50
none
17. Amount of Line 14 taxable at sibling rate non e
18. Amount of Line 14 taxable at collateral rate none
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURETOAN~;A~C .
Decedent's Complete Address:
STREET ADDRESS
641 Valley View Dr.
STATE
PA
Z!{'7007
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) 7,244.75
none
nopp
none
Total Credits (A + B + C ) (2)
3.
Interest/Penalty if applicable
D. Interest
E. Penalty
Total I nierest/Penalty ( D + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
non~
none
(3)
(4)
(5)
(5A)
(5B)
4.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
7,214.75
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
~m~l;;,~~[~~~:y.~~;,>n~.~",:-~~;.:'~,.-,...."- 1iIIl"""', ---- '"""""-
~lIa'lll ---
-~
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Gl
Q
G!
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
c. retain a reversionary interest; or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ .0
No
GO
B
[Xl
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, conrect
and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
n41 v~lley View Drive, Boiling Springs, PA 17007
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
DATE
-e\
SIGNATURE 0
ADDRESS
ADDRESS
~~~~';\~~.tk~'ot~'S~~~~"*.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. {)9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {)9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and liling a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. {)9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. {)9116(1.2) [72 P.S. {)9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's Siblings is 12% [72 P.S. {)9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
<!I ,; ~e~t'S;~-<-;.< :~;~~",i ~~.(~;~~: !1~:~'7., 1L~""7~.:~ ?,~;~~.:~,~:;~,,~,z~~;(~f~':",f;r~~~l{t~fts~~~~:o>'~~, ::'~,\ P."'~;F~~~
. Rei. 15GB EX + (1.97)
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Weston N. Beil
FILE NUMBER
2001-00812
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
ll.
12.
13.
14.
DESCRIPTION
Waypoint Bank; Acct #3003000301
Waypoint Bank~GD#630104026
Waypoint Bank; CD#~56176995
waypoint Bank; CD#631139771
Waypoint Bank; CD#630148209
Allfirst Bank; CD#87008000386607 (Interest)
Allfirst Bank; CD#87008000386607
F{tst Union Bank; CD#247412055715520
First Union Bank; Checking Acct#1000661489988
waypoint Bank~D#630104026 (Interest)
Waypoint Bank; CD#630148209 (Interest)
waypoint Bank; CD#631139771 (Interest)
Waypoint Bank; CD#656176995 (Interest)
First Union Bank; CD#24-741-205-5715520 (Interest)
VALUE AT DATE
OF DEATH
$90,508.55
27,019.35
20,007.75
14,006.61
8,003.27
38.81
10,016.28
6,000.00
2,137.46
149.97
25.41
51.24
60.13
18.32
TOTAL (Also enter on line 5, Recapitulation) ~ 1 78 , 043 . 1 6
(If more space is needed, insert additional sheets of the same size)
'lJWaynoint
IJ"8 A N K
Loo1<for US. 'liVE']] gEt bjOU th:p:.
RECEIPT Hcct#
Ti r# 3004
SDDA Closeout
TRAN# 59 ON 9/04/2001
9/01/2001 11:12:51 AM
Ledger Balance .00
3003000301
90,508.55
Check and other items received for deposit are subject to the provisions of the Uniform Commercial Code, Certain deposits are
subject to delays in availability according to Bank policy.
TEL-DOg (10100) THIS IS YOUR RECEIPT Member FDIC
V/WayRqipJ
Look for us. We'll get you there.
RECEIPT Acct#
Tlr# 3004
74CD Close Out
TRAN# 63 ON 9/04/2001
9/0l/2001 11:16:30
Ledger Balance
630104026
271019.35
AM
.00
Check and other items received for deposit are subject to the provisions of the Uniform Commercial Code. Certain deposits are
subject to delays in availability according to Bank policy.
TEL-DOg (10/00) THIS IS YOUR RECEIPT Member FDIC
V1WayRqinJ
Look for us. We'll get you there.
RECEIPT Acct#
Tl r# 3004
74CD Close Out
TRANt 62 ON 9/04/2001
9/01/2001 11:15:29
Ledger Balance
656176995
201007.75
FlM
.00
Check and other items received for deposit are subject to the provisions of the Uniform Commercial Code. Certain deposits are
subject to delays In availability according to Bank policy.
TEL-DOg (10/00) THIS IS YOUR RECEIPT
Member FDIC
V1Waynnint
18'A N K
Look for us. We'll get you there.
RECEIPT Acctl*
Tlr# 3004
74CD Close Out
TRAN# 61 ON 9/04/2001
9/01/2001 11:14:47
Ledger Balance
631139771
14,006.61
AM
.00
Check and other items received for deposit are subject to the provisions of the Uniform Commercial Code. Certain deposits are
subject to delays in availability according to Bank policy.
TEL-DOg (10/00) THIS IS YOUR RECEIPT Member FDIC
Y1Waynoint
I"BANK
Look for us. \V=']] gEt bloU thErE.
RECEIPT Hcct#
T I r# 3004
74CD Close Out
TRAN# 60 ON 9/04/2001
9/01/2001 11:14:03 AM
Ledger Balance .00
630148209
8,003.27
Check and other items received for deposit are subject to the provisions of the Uniform Commercial Code. Certain deposits are
subject to delays in availability according to Bank policy.
TEL-DOg (10/00) THIS IS YOUR RECEIPT Member FDIC
V1WayRRt'lJ
Look for us. We'll get you there.
RECEIPT Acct#
T I r# 3002
IDDA Personal
TRAN# 11 S
9/08/2001
ledger Baiance
4100039420
10.- 016.28
DePOsi t
ON 9,/10/~20i)1
11:26:04 AM
1591584.84
Check and other items received for deposit are subject to the provisions of the Uniform Commercial Code. Certain deposits are
subject to delays in availability according to Bank policy.
TEL-DOg (10/00) THIS IS YOUR RECEIPT Member FDIC
.-:".'..'4 ;,"I:..~.',~," . -:..,'. ".':. I~"~~~' I'!'""" ',... . . ....""""~:'""..~t. ":'."_"," . .;~...~i.., . ....'~ ,"'. _--:M,.,.':. .-rc-~:. ,'1" .:,,~~.....r:>: ''!'-:''...~....,.__
'" :f!.'':- '_..' '1-.:r""~,,.,'];.,\.,,,~~~,:,-,~,.,,..:._~,;,",,,, '_
"-'. ..~.".';':":"'
11 allfirst
Allfirs! Rank
ACCOUNT TITLE / OWNER
DATE
,c1/-C/i) I
ACCOUNT NUMBER .'. .. ,
'-., ...~ ".-C. ""I'll'") ..)-~ i. &0/
"lt/CG c..-._- ,~
J !. .... i ,\\._ E"..I ,/~;: . .
/<1,../J.....--..:.J.,.. ..
i ~(AMOy!!T MUST BE ~RITfEN IN WORPS)
.\....- .) J " t _t-(..... -,.~\..._ ()
g
'"
Q.
L
" ',-,",
-~,~~.....;'1. ' _.....~' ."._ -x" '''....~,.;~..^."._..;..
,JI ,,'
"'~.~~
22300991~i
AMOUNT: $10,016.28
DATE:
7/10/01
PAYEE:
R~ESTATE OF :
WESTON N. BEIL
SOURCE OF FUNDS:
CD CLOSING
DESCRIPTION:
#87008000386607
ACCT. NO.:
CK.CHARGE: 0.00
]
;= '1. ~ S T L ;')::= j'j ,\L~ TIC :'L~ :3 P: ,\):<
, f~t'J"
Deposit Account Close Confirmation
Customer Name(s) and Address
WESTON ill BElL
ELEMIOR S BElL
Taxpayer 10 Number
5172012928
O~e 4427 MAJESTIC LANE
09/08/2001 FAIRFAX VA 22033
ACCOUNT NUMBER: 1000661489988
Available Balance
+ Accrued .I.nt
- Fed W/Hd Due
- Admin Fee
- Outstanding Db
- Closing Fee
$2,137.46
$0.00
$0.00
$0.00
$0.00
$0.00
PaId To Customer $2,137.46
Thank you for having chosen First Union for this account.
If we can help you with other banking needs,
please let us know.
537523 (5OIpj<g) CUSTOMER COPY
PRINTED BY STANDARD REGISTER U.S.A.
-f~N'
TIME DEPOSIT WITHDRAWAL CONFIRMATION
Office Name
Middletown 1 W Middletown
PA
Customer Name(s), Address and Taxpayer 10 Number
WESTON N BElL
ELEANOR S BElL
4427 MAJESTIC LANE
c:
g
iii
E
!O=
c:
o
()
09 /OcPJ~oo 1
FAIRFAX VA 22033
3172012928
CURRENT BALANCE :
+ ACCRUED INTEREST:
- PENAL TV Af10UNT
- FEDERAL W/HD DUE:
- WITHDRAWAL FEE :
- OUTSTANDING PYMT:
$6,000.00
$2.95
$0.00
$0.00
$0.00
$0.00
FULL REDEi'l!PTION
CD ACCOUNT NUM3ER: 247412055715520
...
eD
E
~
::s
()
PP1ID TO CUSTOMER
$6,002.95
537568 (5OIPl<g R..O')
OFFIC1AL CHECK
f~N.
~ -f,-;nQ;?~n;~t
1020 ;- ,",.-"" ...-,,..\d' _.- V v v .
Pay To The
Order Of
: -, ~:: .;
$
:~ ~;,
'i"
- ;."t~,_:riC,~;::F: ~.
L':I,",';L~, ,'"i'~'-
Dollars
For
Issued By integratec
Key8ank National Assc
VlwagRQint
BANK
NON. NEGQT1ASLE
Look for us. We'll get you therE.
ry,
11 06 (1 OO/pkg)
RECEIPT Acct# 41~Jv39420
Tlr# 3002 81140.41
lDCA Personal Dppn~it
T~A~# 115 ON -'9/10/2001
9/v8/2001 .L'..I.' '?~'14 hM
. '-",>, Hfl
Ledger Balance 1591584.84
Check and other items received for deposit are sub'ect to the r " . .
subject to delays in availability according to Bank P~IiCY. p oVlslons of the Unrform Commercial Code. Certain deposits are
TEL-009 (10/00) THIS ISYOUR RECEIPT
Member FOIC
V1WayRqiraJ
Look for us. We'll get you there.
RECEIPT Acct# 4100039420
Tlr# 3002 286.75
lDDA Personal Deposit
TRAN# 117 ON 9/10/2001
9/08/2001 11:27:35 AM
Ledger Balance 159;584..84
PLEASE RETAIN THIS VOUCHER
Check Date 08/31/01 247993750
Account No. Int. PInt. Federal W/H Net Int.PInt.
630104026 149.97 .00 149.97
630148209 25.41 .00 25.41
631139771 51.24 .00 51.24
656176995 60.13 .00 60.13
Total: 286.75 .00 286.75
... w · t PO BOX 1711. HARRISBURG, PENNSYLVANIA 17105-1711
... . aynoln 235 N. SECOND STREET. HARRISBURG. PENNSYLVANIA 17101 .717/236-4041
'BANK
III 2 ~ ? q q :1 ? 50111 .:0 :100000001: ~OO? ~ :1111
~nk Name
FIRST UNION NATIONAL BANK
Customer Number Customer Name
200129088 BEll" WESTON N
Date Paid
09/05/01
heck Number Principal Amount
54-7183871
Interest Amount Transaction Amount
.00 18.32 16.32
Certificate Number Pymt. From Date
24-741-205-5715520 OS/OS/01
Principal Amount
.00
Interest Amount
18.32
----~,-
V1Waynoint
I8ANK
look for U5. We'll 9'et ~ou there.
RECEIPT Acct# 4100039420
TJr# 3006 18.32
IDDA Personal Deposit
TRAN# 50 ON 9/20/2001
9/20/2001 11:11:49 AM
Ledser Balance 162;823.50
Check and other items received for deposit are subject to the provisions of the Uniform Commercial Code. Certain deposits are
subject to delays in availability according to Bank policy.
TEL-ODS (10/00) THIS I$VOUR RECEIPT Member FDIC
REV-1511 EX+ (12-99) .
. ~~
....~~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
WFS'1'ON N. RFIL
FILE NUMBER
2001- 00812
Debts of decedent must be reported on Schedule J.
ITEM
NUMBER
A. FUNERAL EXPENSES:
1.
DESCRIPTION
AMOUNT
Neill Funeral Home, Inc.
Holiday Inn Harrisburg East (Wake Expenses)
Gingrich Memorials (cemetery marker)
B.
ADMINISTRATIVE COSTS:
None
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State _ Zip
Year(s) Commission Paid:
2.
Attorney Fees
None
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) None
Claimant
Street Address
City
State _ Zip
Relationship of Claimant to Decedent
4.
ProbateFeesRegister of Wills-Cumberland
County of PA
Accountant's Fees none
5.
6.
Tax Return Preparer's Fees
none
7.
'$13,850.00
1,119.78
1,809.00
270.00
TOTAL (Also enter on line 9, Recapitulation) $ 17 ,048.78
(If more space is needed, insert additional sheets of the same size)
PLEASE RETAIN THIS VOUCHER FOR YOUR RECORDS
946804959
9/08/01
000000000400713
$*****13,805.00
CHECK MADE PAYABLE TO:
EMERSON D CALE
FUNERAL EXPENSES
Y'IWayRRi!lJ
PO BOX 1711 . HARRISBURG, PENNSYLVANIA 17105-1711
235 N. SECOND STREET. HARRISBURG, PENNSYLVANIA 17101 .717/236-4041
V1WayRRiflJ
Look for us. We'l) get you there.
RECEIPT Acct# 4100039420
Tlr# 3004 13,805.00
6DDA Withdrawal
TRAN# 84 ON 9/10/2001
9/08/2001 11:45:43 AM
Ledger Balance 159/584.84
Check and other items received for deposit are subject to the provisions of the Uniform Commercial Code. Certain deposits are
subject to delays in availability according to Bank policy.
TEL-009 (10100) THIS IS YOUR RECEIPT Member FDIC
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Name & Address
RECEPTION ZZ-BEIL
641 VALLEY VIEW DRIVE
BOILING SPRINGS PA
~"
\t~ ~N\:
HOLIDAY INN HARRISBURG EAST
4751 LINDLE RD
HARRISBURG. PA 17111-0000
Phon'" (717) 939-7841
Fax: (717) Q39-9317
17007
Independelltly owned by ROLLINS REALITY TRUST alld op?rated by FINE HOTELS CORPORATION
~ DATE CODE REFERENCE ID DESCRIPTION CHARGE
I 08/18
'l~~!18
291
914
0818000
0818001
DMK
DMK
V1WayRRipJ
~
BANQUET CHARGE
rSA/MASTERCARD
s
$
1119.78
.00
$ .00
$ -1119.78
Look for us. We'll get you there.
RECEIPT Acct# 4100039420
Tir# 3004 1,389.78
6DDA 1,J i t hdr awa I
TRAN# 85 ON 9/10/2001
9/08/2001 11:46:44 AM
Ledger Balance 159,584.84
. f
Room
Arrive Date
Dept. Date
Folio#
Room Rate
Account
MktlSeg
Page
PAYMENT
Check and other items received for deposit are subject to the provisions of the Uniform Commercial Code. Certain deposits are
subject to delays in availability according to Bank policy.
TEL-OOO (10100) THIS IS YOUR RECEIPT Member FDIC
I
-r-IT
'ACCOUNT NO.
XXXXXXXXXXXXXXXX
CARD MEMBER NAME
xxxxxxxxxxxxxxxx
ESTA~L1Si-iMENT NO. & LOCATION "'^BI.lSHMh-';T^"RrHi~
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XXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX, XX XXXXX
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HGLrnRY lWl~Af,Hl:J!9J1\b
4751 U:~DLE RD
HAF~RI.3tJJR8.., PA 1.7111
,,' _',' '-, ~ I
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ElP DATE 07/94, CAHD T{Ft' VIS~i
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08/18/01
08/19/01
1-1
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$
$
1119.78
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$
.00
J.D.
XXX
XXXXXXXX.XX
XXXXXXXX.XX
PLEASE RETAIN THIS VOUCHER FOR YOUR RECORDS
946804960
9/08/01
000000000400713
$******1,389.78
CHECK MADE PAYABLE TO:
'f'.
BARBARA J CALE
FOR FUNERAL, WAKE, AND
REGISTRATION OF WILLS
Y',WayRRi,rJ
PO BOX 1711 . HARRISBURG, PENNSYLVANIA 17105-1711
235 N. SECOND STREET. HARRISBURG, PENNSYLVANIA 17101 .717/236-4041
RECEIPT FOR PAYMENT
-------------------
-------------------
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 170b3
Receipt Date
Receipt Time
Receipt No.
8/31/2001
10:21:20
1026741
BElL WESTON NORMAN
File Number 2001-00812
Remarks BARBARA J CALE
AC
------------------------ Distribution Of Receipt ------------------------
Transaction Description PaYment Amount Payee Name
PETITION FOR PROBA
SHORT CERTIFICATE
JCP FEE
235.00
30.00
5.00
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
Check# 1295
Total Received... ......
$270.00
$270.00
Neill Funeral Home, Inc.
3501 Darry Street
Harrisburg, PA 17111
(717) 564~2633
Stephen J. Wilsbach, ED., Supervisor
3401 Marker Street
Camp Hill, PA 17011
(717) 737~8726
Federick H. White, ED., Supervisor
CONTRACT
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED CASE #
Charges are only for those items that you select or that are required. If we are required by law or by a cemetery or crematory
to use any Item, we will explain the reason in writing below.
Arrangements for: vV/5 Tt> rI 1\/. , I) t~ I t-
Date of Arrangement:
Date of Death:
Y-I;
? e !'..f
SERVICES, FACILITIES, AUTOMOBilE, OTHER EQUIPMENT
AND OTHER SERVICES:
Itemized General Price List:
Basic Professional Services of
Funeral Director and Staff:
Other Care of the Deceased:
Embalming $
Sanitary Care of the
Unembalmed Remains
Dressing, Casketing and Cosmetology
Post Autopsy Care/Post Organ Donation
Restoration Charge
Refrigeration
Care and Custody While Sheltering Remains
Other Care of the Deceased:
Total Care of the Deceased $
Directing of Services and Use
of Facilities:
Visitation $
Funeral Ceremony
Memorial Ceremony
Graveside
Speciai Hrs. Charge
Total Directing of Services and
Use of Facilities $
Automotive, Other Equip., Other Services
and Other Charges:
Transfer of Remains to Funeral Home $
Hearse/Coach and Driver
Limousine/Other Passenger Vehicle and Driver
Safety/Lead Vehicle and Driver
Flower Van and Driver
Utility Vehicle and Driver
Cemetery tent and grave equipment
Additional Transportation Charges:
Total Auto, Other Equipment and Services $
And/or
Personalized Service Program Package
(a complete description of the package that you
selected is in the General Price List provided you):
$
Other Services:
Immediate Burial $
Direct Cremation Without a Service $
Forwarding Remains to Another Funeral Home $
Receiving Remains from Another Funeral Home $
$
Total Service Charges with
Personalized Packages
$
IN'" 1.-
I.e
MERCHANDISE:
Casket: {;/ f,\ T: \.1'" I::
Outer Burial Containers:
,)1" ;J, ,,,J.;;./"',
Cremation Urn:
Cremation Container:
Clothing as Selected:
Grave Marker:
Acknowledgment Cards as Selected
Memorial Register
Memorial Folders/Prayer Cards
Combination ~hipping Unit/Air Tray
{"A ,",,, , , '... At '(.. . ",1, I' ,
'. <, ,n., r.' :~ I ['"q ''1 e 'i) ~i , ,. .~; f" .f.' J t...-,
I ~) ~~) _'0- )...( "f.'},
Total Merchandise
CASH ADVANCES:
Sales Tax:
Cemetery: i :;:;'>',('{:<., f~ /,' , ,',;. i..
~- Death Certificates (No, , @$_ -",__J
Permit Disposition/Burial Permit
Medical Examiner's Charge
Honorarium:
MusiciansIVocalist:
Air or Other Transport:
Out of Town Funeral Homes:
Newspaper Notices:
TelephonelTelegraph/Fax:
Motor Escort:
{vlFtl/(f, L,lt.
(:.,,::' '< It v' (;' :';; i~ (t .,) .,' ( l[
f::,) l S., (:)
. -1'/ '');' "'0'''''''-
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\}1:5:.##~
;jJe I-
I Ale 1-
If\h' f~
I Ntl-
I ,:) l~) , ..,'U
$
r~fq?J.-V'.J
Total Cash Advances
We charge you for our services in obtaining:
SUMMARY:
Basic Professional Services of
Funeral Director and Staff
Other Care of the Deceased
Directing Services and Use of Facilities
Automotive, Other Equip. and Services
and/or
Personalized Service Program Package
Other Services
Total Service Charges with
Personalized PaCkages
Merchandise
Cash Advances
Total Charges
(Credits) to Account:
Payments (cash, check, or credit card)
Balance due after credits
(Genenc - 9/28198 - AL. AK. AA, CO, CT, DC, FL. GA, HI, lA, 10, IL, IN, KS, KY, MA, ME, MO, MI. MN, MO, MS, NO, NE, NH, NJ, NM, NV, OH, OK, PA, PA, AI, SC, SO, TN. VA, WA, WI, WV, WY)
0~1(O
~".~ .... .~< ,:'"
,20 (),
,20 o.f
$ 11'l'.r ",)
1 1-5 i'.}
'..5 (j, (l(..
$ A ;:t7 ,(, .;....,
$
/ ,l' "~.;;" ,J.'.:i~ ,J."
I () ,;), I. 1..0
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$
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$
$
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$ ~~,!~~ ~~) '1".(:-r. ",""''''':~
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Page 1 OF 2
LWN 32A_2724
Neill Funeral Home, Inc.
3401 Marker Street
Camp Hill, PA 17011
(717) 737-8726
Federick H. White, ED., Supervisor
CONTRACT
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED CASE #
Charges are only for those items that you select or that are required. If we are required by law or by a cemetery or crematory
to use any Item, we will explain the reason in writing below.
3501 Darry Street
Harrisburg, P A 17111
(717) 564-2633
Stephen J. Wilsbach, ED., Supervisor
Arrangements for: ; it., \ 'b I,'
[:~(Ii ..'
,'1" - il
SERVICES, FACILITIES, AUTOMOBilE, OTHER EQUIPMENT
AND OTHER SERVICES:
Itemized General Price List:
Basic Professional Services of
Funeral Director and Staff: $ I {.,Ie I.
Other Care of the Deceased:
Embalming $
Sanitary Care of the
Unembalmed Remains
Dressing, Casketing and Cosmetology
Post Autopsy Care/Post Organ Donation
Restoration Charge
Refrigeration
Care and Custody While Sheltering Remains
Other Care of the Deceased:
Total Care of the Deceased $
Directing of Services and Use
of Facilities:
Visitation
Funeral Ceremony
Memorial Ceremony
Graveside
Special Hrs, Charge
$
"Nt 1:-.5'/.:.": r/{>
Total Directing of Services and
Use of Facilities
$
. :;~)' 1') (lv
~ ~.1 t......., "
Automotive, Other Equip., Other Services
and Other Charges:
Transfer of Remains to Funeral Home $
Hearse/Coach and Driver
Limousine/Other Passenger Vehicle and Driver
Safety/Lead Vehicle and Driver
Flower Van and Driver
Utility Vehicle and Driver
Cemetery tent and grave equipment
Additional Transportation Charges:
1"4 t )~-
I. .
I tJ (' i-
i rl C L
l A) "1-.
Total Auto, Other Equipment and Services $
And/or
PersonafJzed Service Program Package
(a complete description of the package that you
selected is in the General Price List provided you):
$
Other Services:
Immediate Burial $
Direct Cremation Without a Service $
Forwarding Remains to Another Funeral Home $
Receiving Remains from Another Funeral Home $
$
J '1(/ :).. t/u
Total Service Charges with
Personalized Packages
( 'I (f/) (11
$
Date of Arrangement:
Date of Death:
MERCHANDISE:
'\ .
Casket: 'f C:lm P () ','f:
,~i' ~ / 1..,/
n ",7 7' r-/
"'! '
, 20 01
.20 01
$
? ,S5(} 00
Outer Burial Containers:
{>f...:" )11 f'\L L. Oil) (: (-?L 1 <-
II ti; .) \')1 III II UlJ' C~ tJ1~~S.
Cremation Urn:
Cremation Container:
Clothing as Selected:
Grave Marker:
Acknowledgment Cards as Selected
Memorial Register fl r/~Gt,- 1:5
Memorial Folders/Prayer Cards
Combination Shipping Unitlt-ir Tray
(fi\ ,~"rOt-,} \{"i',J'<-l . (,~J;~:" "r~.f'"~~J~t~~,) "
/.';' 10 i F;'-'~1-' (( .:);.;1.
Total Merchandise
CASH ADVANCES:
Sales Tax:.
Cemetery: if 17)/~; . 1 IFu... (\-1""
Death Certificates (No. @ $
Permit Disposition/Burial Permit
Medical Examiner's Charge
Honorarium: 'PI'!! t:J)t ',';j li\ i~., Z.
MusiciansNocalist:
Air or Other Transport:
Out of Town Funeral Homes:
fl. .) ;~. ()I.)
f, '...J ~
I..:).:) , rl,.')
$
I :" 1r~ (::>{.i
;; " X'I, ""0'
.J ..
$
//55.{}!)
!oo .'"
Newspaper Notices:
Telephone/Telegraph/Fax:
Motor Escort:
[ Vt ;:J / } i / j fr) (::: / ,(I Z , _ ",
Total Cash Advances $ .:J.. ;,r f(o .(.0
We charge you for our services in obtaining:
SUMMARY:
Basic Professional Services of
Funeral Director and Staff
Other Care of the Deceased
Directing Services and Use of Facilities
Automotive, Other Equip. and Services
and/or
Personalized Service Program Package
Other Services
Total Service Charges with
Personalized Packages
Merchandise
Cash Advances
T(i)tal Charges
(Credits) to Account:
Payments (cash, check, or credit card)
Balance due after credits
$
$ I Phf ,W
:'") , I,'? I);" () ("
J:J'1?"Y'
$ ,., ;:: '.;r. (j)
. ,- ~, '.)'
~ "
(
(
(
(
, $
,enenc. 9/28/98 -AL, AK, AR, CO, OT, DC, Fl, GA, HI, lA, ID,ll,IN, KS, KY, idA, ME, MO, MI, MN, MO, MS, NO, NE, NH, NJ, NM, NV, OH, OK, PA, PR, RI, SC, SO, TN,.VA, WA, WI, WV, WYI
Page 1 OF 2
LWN 32A_2724
James R.
ingr;c/,
MEMORIALS
"A Tribute to Life"
ORDER FORM
Order
27847
Supplier
Ack.#
Date Rec'd
Found. ordered
Position verified
5243 Simpson Ferry Road, M~chanicsburg, PA 17055 . (717) 766-5622
I
--r- ;
, . .\ .-" j .~,- j
SOLD TO: ---./ ,<, ~.~V J:j Z:. i .'-
Complete
..' /-r,l ;'..~
O~?_
t-fJ
Date of Order /1 1..
Cemetery I-Po:; PLCt rf J.i.-L.
I ~r j
Location r, ..... .:~. v+-.
Center Over :;2.. Graves
Approx. Date of Completion
.{~ ~l
U ,-} f-;:"::Z (I () I Z:U
I ,I,} r :'5 :,j;, ,v .~
,
.541..5" 3' rJ 1/ I
,1/ J l~(.~ /J
..
.::;0:,
Lot # ,:;:'7,-5. f)
Phone (H)
:2 .~, '17
'.:!' If- I / (W)
2. t"~
Lettering
-------....--....--
-------g z: } L
-
'.
--ro {.~Hf2x:.
Fi'e2U2e
LuZ.$70U >-.JtI~H.AAJ Z/.Zr1JJae ~r1t?M
=i tl J.J Ib I I c...7 II -=:7 AAJ d-~ I Iq I~
A tJ(~ I Y. I r;(; PO I "jLJtJer ;1 {)O
--
r:: A ..4 < ft" H /"'\ ,'7~-b".-
Type of Memorial q '< -.; "!t:;' /'" :z ,~ Material
Size .LJ.4:.,~ X~X Finish ---t5'Pou ";1...f
Base X X Finish
Misc. /' \
Design ( (!,;:(cnVNtJ ~r. 6/" ko s e. )
\ I
Location: '/1./..ItcL--' 0.416 ZI;..;-<_ J
o Vase
-::f?X'OJJt.9 .
(t!.I!~I.VN~s:~r-f:-1oSE ,
, /
o Corner Posts
$
$
$
$
$
$
/3/!) .
IS4./. .
....<';
__ <1..5 I
Agree to pay stated balance upon erection regardless of labor troubles or shipments or any other good reasons. This order or contact cannot be cancelled
by customer unless agreed by both parties. The article herein mentioned shall remain the property of James R. Gingrich Memorials until paid in full and
they reserve thenght to remove the same is not paid as stated.
Price
Foundation
l~riAJ'T'L
Agreement: A 50% deposit is required prior to commencement of work.
I agree to carefully proofread all names and dates for accuracy and accept full responsibility for any errorsoromissicns. THERE WILL BE AN ADDITIONAL
CHARGE FOR ANY LETTERING ADDED TO THIS MEMORIAL AFTER ERECTED ON THE CEMETERY.
TOTAL
DEPOSIT
) {)/1 .
J ..' .
! (/k1 ,
I' I
$
co
Dealer
Salesman
(k;:::)5{r2tU~
'"_..-'
Lt:~, /(1' -
i
WHITE/Otti~
YELLOW/Production
. . REV.151'~3 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WESTON N. BElL
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Jack N. Beil
641 Valley View Drive
Boiling Spring?, PA
1.
2.
Barbara J. Cale
4427 Majestic Lane
Fairfax, VA 22033
FILE NUMBER
2001-00812
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
son 1/2 of residue
daughter
1/2 of residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Deceased
Social Security No. 172-01-2928
31st day of August
WHEREAS,
dated May
was admitted
on the
Register of Wills of CUMBERLAND County, Pennsylvanic
Certificate of Grant of Letters
No. 2001-00812 PA No. 21-01-0812
ESTATE OF BElL WESTON NORMAN
(LA::i'l, r'.1.1<.S'l', J.VIHllJL-C:)
Late of
MONROE TOWNSHIP
CUM.I::l-C:1<.LANlJ CUUN'1' Y. ,
2001 an instrument
25th 1966
to probate as the last will of BElL WESTON NORMAN
(LA::i'l, .l:<'.1. 1<.::i '1' , J.VUlJlJL-C:)
late of MONROE TOWNSHIP CUMBERLAND County, who died on the
14th day of August 2001 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to BElL JACK NORMAN
who has duly qualified as Executor (rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 31st day of August 2001.
77,(J1l91<t~/6/~!
* *NOTE* * ALL NAMES ABOVE APPEA...~ (LAST I FIRST I MIDDLE)
We WESTON NORMAN BEIL AND SARAH ELEANOR BEIL of Harrisburg
in the County of Dauphin and State of Pennsylvania, being of
sound mind memory and understanding, do make and publish this
our last joint will and testament, hereby revoking all former
joint wills by us at any time heretofore made.
All that we possess in the world We hereby bequeath to our
two children as follows:
(a) To our daughter, Barbara Jean Cale, one-half share.
(h) To our son, Jack Norman Beil, one-half share.
We name as the Executor of this our last will, our son
Jack Norman Beil.
IN WITNESS WHEREOF, We have hereunto set our hand and seal
,/'
this J-S day of May, A.D. 1966.
) ,/1....,-- /" ,) .~?
l!td;h?4#1t-?-? b*') ~;t d-,?t/ uJ{.;~
t'
(SEAL)
.,~ LilL I rf~_lld. h 1"( /,d~6.'a (SEAL)
On this ~(day of May, A.D. 1966, the foregoing instrument,
was signed, sealed, published, and declared by the above named
WESTON NORMAN BEIL and SARAH ELEANOR BEIL, as for their last
joint will and testament, in the presence of us who have here-
unto subscribed our names at their request as witnesses thereto,
in the presence of the said Testator and Testatrix and for
each other.