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Home My WebLink About01-0888 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Jane C. Wetzel a/so known as N/A, Deceased Social Security No.: 188-12-3931 No. .~/-D'- ~g g To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older and the Executor named in the last will of the above decedent, dat~September 19, 1996, and codicil(s) dated N/A. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 1llornwald Nursing Home, 442 Walnut Bottom Road, Carlisle, Pennsylvania 17013 (Borough of Carlisle). Decedent, then 85 years of age, died August 19,2001, at Thornwald Nursing Home, 442 Walnut Bottom Road, Carlisle, Pennsylvania 17013 (Borough of Carlisle). 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: no exceptions. Decedent at death owned property with estimated values as follows: (If domiciled in P A) All personal property (If not domiciled in P A) Personal property in Pennsylvania (If not domiciled in P A) Personal property in County Value of real estate in Pennsylvania situated as follows: $ $ $ $ 40.000.00 WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary thereon. . n ;(IJ-,:J~ L. David Wetzel 7710 Wertzville Road Carlisle, Pennsylvania 17013 (717) 249-8480 (home) (717) 766-4800 (work) OATH OF PERSONAL REPRESENTATIVE COMMONWEAL TH OF PENNSYL VANIA) ) SS COUNTY OF CUMBERLAND ) 11Ie petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent petitioner will well and truly administer the ~ ~rding to law. Sworn to or affjrmed and subscribed before me ~ JY..v:./ U li;zI this .'1 T1-I- L. David Wetzel day.~pte:nber, 20 1 <,V rn M ry C. Lewis, Signature(s) 7-}0- ~ NO. 2 1 - 01 - ~gg Estate of Jane C. Wetzel, Deceased DECREE OF PROBATE AND GRANT OF LETTERS -nt: AND NOW September Zl~oo 1, 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 September 19, 1996, described therein be admitted to probate and filed of record as the last will of Jane C. Wetzel; and Letters Testamentary are hereby granted to L. David Wetzel. FEES Probate, L~~tters, Etc. . . . . . $ f{D .~ Short CertIficates (2j. .... $ ({) , R...uu...,,;&t~WU:;'''' . . $ 12 · 00 $ ~Cf} Filed .~~~~":O I..... ~. ~~'.. .':.... Robert R. Black, Esquire 36 South Hanover Street Carlisle, P A 17013 (717) 243-3727 (06267) ~ [&tLL . ATT'-I J \ )5.805 REV 9186 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. Fee for this certificate, $2.00 p 7578419 No. Date ll.',_~. ~~~ Local Registrar AUG 2 1 2001 NT HIOS.t43R".2117 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ~ C. STAll FI\.f NU"'III!A SEll SOCIAL SECUAlTY NUMlJEA tFemale 3. 188 - 12 DAlE OF ClEATH,_. ~ '-1 8/19/2001 NT NAME OF DECEDENT (F..... -.1.-1 t. Jane UNDER I YtAR - DIya UNDER t "'" Houow ! "'_ 8IRTHl'I..'CE lCIy_ sw. or f.,.... Coun1ry) Warren, PA 7. FACilITY HAME (It not_. ~ "'HI ancl ~I Thornwald Nursing PI.ACI! OF DEATH /CNel<"""'''''' - __.""""",on"""_1 HOSPITAl.; ......- 0 ~o t7d.OJ :;"'-===01 WOTHER'S HAWE (F... Moddle. Ma-. Surnamo) It. Bessie Heiser 1Nf000AHT'S ""'IUHO AOOAESS (SIYwl. Cily/bMl. sr.. EIll Code) ZOb. 771 0 Wertzville Rd., Carlisle, PA 17013 PlACE OF OI$POS1TKlK. H..... 0Ic-e,.,. CrernalOly LOCATKlK. ~ Slate. Zip Code or OI/lof....... 21t7estminster Caretery 21.. Carlisle, PA 17013 NAME AtlO AOOAfSS OF fItoCIUTY 22<:~J.llg Brothers Funeral Hare, Carlisle, PA 17013 LICENSE HUM8ER ~I '.. 442 Walnut Botton Rd. ta-Carlisle, PA 17013 FRHER'S NAME IF.... _. UII) tlo Ral h L . Culver INFORMANT'S NAME (T yCl<IIPrdI L. David Wetzel IoIE'lMOO OF OISPOSlTICl'j . 0......1,cY. Ct_.... 0 eo.- OI/lof ~ . tl SlGHRUAE OF F DECEDENT'S ACTUAl. AESlOEHCE lSoe_ on_SICleI Cumberland 1711. E DUE 10 lOR AS A COHSEOUENCE OF): WEAl! AUTOPSY FINDINGS ~PRlMlO COMPLIET1OH OF CAUSE Of DE.CrH1 DATE OF INJURY 1"""''''.0..,. -I =ROF~ Homicida 0 Pending '_IQa'lon 0 Could ""'110 ""."'...... 0 _0 No ~ ::'" o o ... 2eb. 8. eurTIFI11I fCh<<;o ""'" ""'"' 'aftTll'YtMG ""$lClAM (1'1>_ Cor1llylnQ cauoo d elM'" _ _.. llI'YIC.... n.. poonounc:o<l de.'" ..... ccmlllOfed "_ 23) T....._ot""~. ...tIIoccurnd_.....c.UM{.'.ndm......r.. .ta........................................................ 'PtlONOUNCINO ANI) ClRTIFYINO I'tfVSICIAN (Ph_1JOIt\ ","",0."","'9 ""a'" and c""~VV'9IO~" of dea"" T.Ihe__o'.mykl'O~ft. de_'''oce_red., OWl Itffte. dal., and pla.ce. and w.to the C8UHC') .ndm.nne'......ect........................... oMEDlCAL EXAMINEAlCOftONER On tile Nala ol..a...."oIllon end/OIl h\VeaUg.lion.ln my oplniOfl. deeth occurr.d .llhe 11m., dele. ."d place. and dualo Ih. cau..ll) end 311~.n..., .1 lIo1led.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _. ReGISTRAR.SSIGNATUREAN~R. ""'. ~... t\-'- \ _ ~ n ~\..-U\.~ I&i.. \ Idt IIN Home loWltTAL STATUS. MIIrried N_ Monled._. ~ (SpoetIyl 1.. WidcMed SURVIVING SPOUSE ,1_. QIYOma-.namel IWI'. Carlisle ciIy/lIoro. 2t. .~xtrlta'. :=-== ! 3 fI'\A\ll 2. N~ 9/.3'70L. WAS CASE AEFEAAEO 10 MEDiCAL EXAMINE 'WIl.D PART II: Other aiQniIIcMI c:ondIIiofte COIIlriIluIIng to _.!loIl not mulling in the ~_giVM iI'I AVlT I. b :Cl.h e-/es me II,"/I.A 11"'E Of INJURY INJURY AT WORK? DESCRIBE tlON INJURY OCCURAEO. _ 0 HoD ,.. .' LAST WILL AND TESTAMENT OF JANE C. WETZEL I, JANE C. WETZEL, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and codicils. FUNERAL EXPENSES FIRST: I direct the payment of my funeral expenses, including my gravemarker, as soon as may be convenient after my death. PAYMENT OF DEATH TAXES SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of administration of my estate. PERSONAL PROPERTY THIRD: I bequeath those items of my household furnishings, personal effects, and personal property as I may set forth in a separate signed memorandum to the persons named in that memorandum. I direct that my other personal property be divided between my children as they may agree and, if they cannot agree, be sold by my Executor. DISTRIBUTION OF RESIDUE FOURTH: I give the rest of my estate, in equal shares, to my two children, MERRIL Y JANE COLE and L. DA VID WETZEL, providing they shall survive me for a period of thirty (30) days. If they shall not so survive me, I give the rest of my estate, per stirpes, to my issue who survives me for a period of thirty (30) days. ~~~ " '\ BEQUESTS FIFTH: I give the indicated amounts or items to the following individuals who SurvIve me: (a) To David K. Adams, my grandson, my late husband's mother's dough tray. (b) To Kristen Stamy and Michael Stamy, my step-grandchildren, Two Hundred Fifty and no/100 ($250.00) Dollars each. (c) To Guy and Joan Calaman, for faithful services, Five Hundred and no/loo ($500.00) Dollars. (d) To Grace United Methodist Church, Carlisle, Pennsylvania, One Thousand and no/100 ($1,000.00) Dollars. If any beneficiary shall not survive me, then the gift to such beneficiary shall lapse and be distributed as a part of my residuary estate. PROTECTION OF BENEFICIARIES (Spendthrift Provision) SIXTH: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary . MINORS AND INCAPACITATED BENEFICIARIES SEVENTH: If any income or principal shall be payable to any person who shall be a minor or who shall be incapacitated for any reason, my executor as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person during minority or incapacity without the appointment of any guardian or committee or any authority of court. My executor as trustee shall be entitled to make direct application hereunder or to make application by payment of income and principal .... I\. to the parent or other person in charge of such minor or incapacitated person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be distributed to such person upon the termination of minority or incapacity. My executor as trustee shall have the same powers as my executor and shall serve without bond. POWERSOFEXECUTORnUX EIGHTH: I confer upon my executor the right to sell or otherwise convert any real or personal property at public or private sale, at such time or times, in such manner, and for such price or prices, and upon such terms and conditions as my executor shall determine, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge of investments or otherwise, without liability on the part of the lenders to see to the application thereof; to retain any investments at discretion; to invest and reinvest at discretion, without restriction to so-called "legal investments;" to make distribution in cash or in kind; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS NINTH: I appoint my executor as guardian of the estates of minors with power to hold all property payable by law to a guardian appointed by my will and to use it for the minor's health, maintenance, support and education, either directly or by payment to any person selected by my executor to disburse it whose receipt shall be a complete acquittance. Guardian may, in discharge of all the guardian's duties, pay any minor's share deemed impractical of administration to the parent or other person in charge of the minor or to his or her guardian or to a custodian for the minor under the Uniform Transfers to Minors Act. My executor as guardian shall have the same powers as my executor, and shall serve without bond. !~s . . APPOINTMENT OF EXECUTORIRIX TENTH: I appoint my son, L. DAVID WETZEL, Executor of my will. If L. David Wetzel is unable or unwilling to qualify as Executor or having qualified is unable or unwilling to act, I then appoint MERRIL Y JANE COLE, Executrix hereof. I direct that my Executor shall not be required to furnish security in any jurisdiction. INTERCHANGEABILITY OF LANGUAGE ELEVENTH: Words used in the singular may be read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. HEADINGS TWELFTH: The headings used on the various paragraphs of this will are included for convenience only and shall lflve no legal ~ignifi~anc; I have signed this will this VI day of .iif~.f-.L" , 1996. /U' /) r/l(1~ C 'l 1'Tf-U I ~.. ({~ R~bert R. Black M~d~ /I ,~J/Yt Witness ... '. . . '.. ACKNOWLEDGMENT and AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) We, Jane C. Wetzel, the Testatrix in, and Robert R. Black and _h.I ~JOA. A RC) N IYI .. the witnesses to the last will, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: (a) that I, the Testatrix, do hereby acknowledge that I signed and executed the instrument as my last will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her last will, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as a witness and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or due influence. } {3tL "trix, Jane C. Wetzel {/ -1lJ~ ;t(YJ Witness, Robert R. Black (/~cfQ, A. ~vi,,\ Witness ~~)~ Notarial Seal Susan K. Guyer, Notary Public Carlisle Bore, Cumberland County My Commission Expires Sept. 4, 1999 Member, Pennsylvania Association of Notaries f .-- CERTIFICATION OF NOTICE UNDER RULE 5.6 (el Name of Decedent: Jane C. Wetzel Date of Death: August 19,2001 Will No.: 21-01-0888 Admin. No. To the Register: I certify that notice of 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 : November 7,2001 Name Merrily Jane Cole, David K. Adams, Kristen Stamy, Michael Stamy, Guy and Joan Calaman, Grace United Methodist Church, Address N2274 Shore Drive, Marinette, WI 54143 200A Chesapeake Avenue, Annapolis, MD 21403 2577 Spring Road, Carlisle, PA 17013 338 "D" Street, Carlisle, PA 17103 7722 Wertzville Road, Carlisle, P A 17013 45 South West Street, Carlisle, P A 17103 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: 1/ //'-1101 ~(l~~ Signature Robert R. Black, Esq. 36 South Hanover Street Carlisle, Pennsylvania 17013 Telephone (717) 243-3727 Capacity:_ Personal Representative -X.. Counsel for Personal Representative /?-/O -;v ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG1 PA 111Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-IU7 EX AFP (01-02) '02 11HY 31 P 1 :52 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-28-2002 WETZEL 08-19-2001 21 01-0888 CUMBERLAND 101 JANE C ROBERT R BLACK ESQ LANDIS & BLACK 36 S HANVOER ST CARLISLE Allount Rellitted \.... ::.; PA C~:1lJl'3' 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=i61fj-EX-AFP--loi-:oz.r------...--iNifERi"fANC'E-fAX-STA-fEME-tif-b-F-ACCouiff--...--------------------- ESTATE OF WETZEL JANE C FILE NO.21 01-0888 ACN 101 DATE 05-28-2002 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: 03-25-2002 P R I NC I PAL TAX DUE: ........................................................................................................................................................................................................................... 1,522.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-17-2002 CD001076 .00 1,522.00 TOTAL TAX CREDIT 1,522.00 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 PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT-- (CRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) \, 1/-/0 -~~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-1547 EX AFP COl-02) 03-25-2002 WETZEL 08-19-2001 21 01-0888 CUMBERLAND 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN Ke!> .. C JANE P12 :48 APR -1 .02 ROBERT R BLACK ESQ LANDIS & BLACK ~:R~I~~~VOER ST PA ~~MC"," Allount Re.titted 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=is4j-ix-AFP--loi-:ozi--NOTici-oF-INHEifiTANci-TAx-APPRA""isEMENT~--Ai.i-ciwANci-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WETZEL JANE C FILE NO. 21 01-0888 ACN 101 DATE 03-25-2002 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) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets .00 27~303.00 .00 .00 20~835.00 .00 .00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. (lJ (2) (3) (4) (5) (6) (7) 48,138.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax 6,312.00 8.176.00 (1lJ (12) (13) (14) (9) (10) 14.488 00 33,650.00 1,000.00 32,650.00 (Schedule J) NOTE: 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 (IS) 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 .00 X 00 = .00 32,150.00 X 045 = 1,447.00 .00 X 12 = .00 500.00 X 15 = 75.00 119}= 1,522.00 TAX CREDITS: r",nE;nl KC'"t:~"1 (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 05-19-2002*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 1,522.00 INTEREST AND PEN. .00 TOTAL DUE 1,522.00 . IF PAID AFTER DATE INDICATED, SEE REVERSE 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) 1 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BLACK ROBERT R 36 S HANOVER STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 188-12-3931 FILE NUMBER: 2101-0888 DECEDENT NAME: WETZEL JANE C DA TE OF PAYMENT: 04/17/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/19/2001 NO. CD 001076 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,522.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: L DAVID WETZEL C/O ROBERT R BLACK ESQUIRE CHECK# 112 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $1,522.00 MARY C. LEWIS REGISTER OF WILLS STATUS REPORT UNDER RULE 6.12 Name of Decedent: Jane C. Wetzel Date of Death: August 19, 2001 Will No. 2001-00888 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 0 2. If the answer to 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 0 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 0 d. Copies of receipts, releases, joinders and approvals of fonnal or informal accounts may be filed with the Clerk of the Orphans' Court 9 and may be attached to this report. Date: C) fIn ((j3 p ,J 1J .. }.- ..I ~ , ~ - ., r '. '-~- -~M~ Robert R Black, Esq. 36 South Hanover Street Carlisle, Pennsylvania 17013 (717) 243-3727 --' ~ J Capacity: X Personal Representative _ Counsel for Personal Representative . REV~ 1500 EX (6~OO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 e.- /1-/0- 2- FILE NUMBER 21-01 INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER o 8 8 8 COUNTY CODE YEAR .... Z W C W U W C DECEDENT'S NAME (LAST FIRST, AND MIDDLE INITIAL) Wetzel, Jane C. DATE OF DEATH (MM-DD-YEAR) 08-19-2001 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER N/A SOCIAL SECURITY NUMBER 188 12 3931 DATE OF BIRTH (MM-DD-YEAR) 09-10-1915 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) None W I- :.:~Ul ull:::': wll.U J:oo ull::..J II. III II. <C [] 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach ccpyofWill) D 9. Litigation Proceeds Received D 3. Remainder Return (date of death prior to 12~ 13~82) D 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12~12~82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) I- Z W C Z o II. Ul W Il:: Il:: o U NAME Robert R. Black, Esq. FIRM NAME (If Apgli""ble) Lanais & Black TELEPHONE NUMBER 717-243-3727 COMPLETE MAILING ADDRESS Landis & Black Robert R. Black, 36 South Hanover Carlisle PA 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) 0.00 (2) 27,303.00 ,~ -n f"1I (3) 0.00 C:~:J ---" (4) 0.00 1_,..) (5) 20,835.00 ,.......,.... 0.00 \._,11.) (6) \0 (7) 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) z o !;: ..J ~ !:: D.. <( U W a:: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (8) 48,138.00 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) (9) (10) 6,312.00 8,176.00 (11) 14,488.00 (12) 33,650.00 (13) 1,000.00 (14) 32,650.00 x.O_ (15) 0.00 x .0 45 (16) 1,447.00 x .12 (17) 0.00 x .15 (18) 75.00 (19) 1,522.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ ~ D.. :t o u >< ~ 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 32,150.00 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 500.00 19. Tax Due 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT SCHEDULE B STOCKS AND BONDS Wetzel, Jane C. File Number 21-01-0888 Estate of (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) Item Number Description Value at Date of Death 1. 4490.654 shares of Putnam High Yield Advantage CI-A @ $6.08 = $27,303.18. Account no. AI51188123931BB9. See attached letter. $27,303.00 TOTAL (also enter on line 2, Recapitulation) $27,303.00 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Estate of Wetzel, Jane C. File Number 21-01-0888 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) Item Number Description Value at Date of Death 1. Mellon Bank, checking account 192-112-3657. See attached letter. $20,602.00 $83.00 $150.00 2. Capital Blue Cross, refund. 3. Doughtray. TOTAL (also enter on line 5, Recapitulation) $20,835.00 Estate of SCHEDULE H FUNERAL EXPENSES & ADMINISTRA TIVE COSTS File Number Wetzel, Jane C. 21-01-0888 ITEM NUMBE R A. FUNERAL EXPENSES: DESCRIPTION AMOUNT 1. Carlisle Memorial Service, lettering. $120.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions Name of Personal Representative: L. David Wetzel Social Security Number of Personal Representative: Street Address: 7710 Wertzville Road City/State: Carlisle, P A 17103 Year Commissions paid: 2002 Attorney Fees Landis & Black, estimated. $2,400.00 2. $3,000.00 3. Family Exemption Claimant: None. Address of Claimant at decedent's death Street Address: City/State: 4. Probate Fees Landis & Black, advanced. $242.00 5. 6. 7. Accountant's Fees $0.00 $250.00 $300.00 Tax Return Preparer's Fees Reserve for Closing and Filing Releases TOTAL (Also enter on line 9, Recapitulation) $6,312.00 SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES & LIENS Estate of Wetzel, Jane C. File Number 21-01-0888 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. PharMerica, invoice for drugs. 2. United Church of Christ Home, nursing home care. AMOUNT $740.00 $7,436.00 TOTAL (Also enter on line 10, Recapitulation) $8,176.00 SCHEDULE J BENEFICIARIES Estate of File Number Wetzel, Jane C. 21-01-0888 Relationship to Decedent Amount or Share Number Name and Address of Person(s) Receiving Property Do Not List Trustee(s) of Estate I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Merrily Jane Cole Daughter One-half of N2274 Shore Drive Residue Marinette, WI 54143 SSN: 199-28-3600 2. L. David Wetzel Son One-half of 7710 Wertzville Road Residue Carlisle, PA 17013 SSN: 162-48-1796 3. David K. Adams Grandson $150.00 - 200A Chesapeake Avenue Doughtray in Annapolis, MD 21403 kind SSN: 215-02-0001 4. Kristen Stamy Granddaughter $250.00 2577 Spring Road Carlisle, PA 17103 SSN: 186-58-0907 5. Michael Stamy Grandson $250.00 338 "Oft Street Carlisle, PA 17103 SSN: 197-64-9885 6. Guy and Joan Calaman $500.00 7722 Wertzville Road Carlisle, PA 17013 Guy's SSN: 176-34-8613 Joan's SSN: 192-34-6765 ENTER DollAR AMOUNTS FOR DiSTRIBUTIONS SHOWN ABo.tE ON LINES 15 THROUGH 17. 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. Grace United Methodist Church 45 South West Street, Carlisle, PA 17013 $1,000.00 TOTAL OF PART H - Enter Total Non-Taxable Distributions on Line 13 of REV 1500 Cover Sheet $1,000.00 ,I<!,:..'....... LAST WILL AND TESTAMENT OF JANE C. WETZEL I, JANE C. WETZEL, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and codicils. FUNERAL EXPENSES FIRST: I direct the payment of my funeral expenses, including my gravemarker, as soon as may be convenient after my death. PAYMENT OF DEATH TAXES SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of administration of my estate. PERSONAL PROPERTY THIRD: I bequeath those items of my household furnishings, personal effects, and personal property as I may set fOlth in a separate signed memorandum to the persons named in that memorandum. I direct that my other personal property be divided between my children as they may agree and, if they cannot agree, be sold by my Executor. DISTRIBUTION OF RESIDUE FOURTH: I give the rest of my estate, in equal shares, to my two children, MERRIL Y JANE COLE and L. DAVID WETZEL, providing they shall survive me for a period of thirty (30) days. If they shall not so survive me, I give the rest of my estate, per stirpes, to my issue who survives me for a period of thirty (30) days. . ,,', -'"i.,~.j.Ji.~~~t;,"..1 BEQUESTS FIFTH: I give the indicated amounts or items to the following individuals who SUrvIve me: (a) To David K. Adams, my grandson, my late husband's mother's dough tray. (b) To Kristen Stamy and Michael Stamy, my step-grandchildren, Two Hundred Fifty and no/l00 ($250.00) Dollars each. (c) To Guy and Joan Calaman, for faithful services, Five Hundred and no/lOO ($500.00) Dollars. (d) To Grace United Methodist Church, Carlisle, Pennsylvania, One Thousand and no/lOO ($1,000.00) Dollars. If any beneficiary shall not survive me, then the gift to such beneficiary shall lapse and be distributed as a part of my residuary estate. PROTECTION OF BENEFICIARIES (Spendthrift Provision) SIXTH: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. MINORS AND INCAPACITATED BENEFICIARIES SEVENTH: If any income or principal shall be payable to any person who shall be a minor or who shall be incapacitated for any reason, my executor as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person during minority or incapacity without the appointment of any guardian or committee or any authority of court. My executor as trustee shall be entitled to make direct application hereunder or to make application by payment of income and principal ,.\,;".I....^:.......:i,.,... to the parent or other person in charge of such minor or incapacitated person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be distributed to such person upon the termination of minority or incapacity. My executor as trustee shall have the same powers as my executor and shall serve without bond. POWERS OF EXECUTORnUX EIGHTH: I confer upon my executor the right to sell or otherwise convert any real or personal property at public or private sale, at such time or times, in such manner, and for such price or prices, and upon such terms and conditions as my executor shall determine, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge of investments or otherwise, without liability on the part of the lenders to see to the application thereof; to retain any investments at discretion; to invest and reinvest at discretion, without restriction to so-called "legal investments;" to make distribution in cash or in kind; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS NINTH: I appoint my executor as guardian of the estates of minors with power to hold all property payable by law to a guardian appointed by my will and to use it for the minor's health, maintenance, support and education, either directly or by payment to any person selected by my executor to disburse it whose receipt shall be a complete acquittance. Guardian may, in discharge of all the guardian's duties, pay any minor's share deemed impractical of administration to the parent or other person in charge of the minor or to his or her guardian or to a custodian for the minor under the Uniform Transfers to Minors Act. My executor as guardian shall have the same powers as my executor, and shall serve without bond. ;0) initials (; APPOINTMENT OF EXECUTORlRIX TENTH: I appoint my son, L. DA VID WETZEL, Executor of my will. If L. David Wetzel is unable or unwilling to qualify as Executor or having qualified is unable or unwilling to act, I then appoint MERRILY JANE COLE, Executrix hereof. I direct that my Executor shall not be required to furnish security in any jurisdiction. INTERCHANGEABILITY OF LANGUAGE ELEVENTH: Words used in the singular may be read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. HEADINGS TWELFTH: The headings used on the various paragraphs of this will are included for convenien.ce only ~d Sh~YJ.ve no legal ;'ignifi~~C~. I have Signed thiS wdl thiS If I day of .Jill--",^,,~, , 1996. ~~ l(J ~ CJ , 'J / I.' , d ,) /' -=,,/ CCl, v Robert R. Black ;I;dcv II, 1?rJ,~ Witness ACKNOWLEDGMENT and AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) We, Jane C. Wetzel, the Testatrix in, and Robert R. Black and 1--.1 ~J()f\ A R ()t.{ rl') , the witnesses to the last will, the attached or foregoing instrument, who have signed the instntment, having been duly qualified according to law do depose and say: (a) that I, the Testatrix, do hereby acknowledge that I signed and executed the instrument as my last will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her last will, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as a witness and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or due influence. /, J .r!- G-JU- (5 td..);,., $citrix, J arte C. Wetzel / i./ t/ 11~ It(S1J Witness, Robert R. Black M~r:lcv A. ~ri?1 Witness ~~~~ I Notarial Seal I Susan K. Guyer, Notary Public Carlisle Bora. Cumberland County ..~!_~ommission Expires Sept. 4, 1999 rvlcillber, Pel1n~ylvallia Association of Notaries PUT NAM INVESTMENTS Putnam Investor Services Post Office Box 41203 Providence, Rhode l.~la/ld 02940-1203 1-800-225-1581 www.pu(naminv.com September 4, 2001 ATTORNEY ROBERT BLACK 36 S HANOVER ST CARLISLE PA 17013 Account No.: A151188123931BBB9 Registration: Jane C Wetzel Reference No.: 0316505591 Dear Mr. Black: Thank you for contacting us regarding the above-referenced account. The stock exchange was not open for business on August 18,200 I. Therefore, we are providing you with the account value as of AU,gust 17,2001, the preceding business day, and as of August 20,2001, the following business day in the table below: Au ust 17,2001 Au ust 20,200 I J(et~1l1l(~~~ $27,035.25 $27,303.18 Should you have any additional questions, please call us toIl free at 1-800-225-1581. One of our representatives will be pleased to assist you. ~'ncerelY' '- ---- - ~c~M-~~l~ Patricia Fredrick Putnam Investor Services FAX (717) 249-0296 e ~ Mellon Bank Thursday, January 10, 2002 Account Number Account Title Jane C Wetzel 192-112-3657 Date Opened: 01/07/1991 Principal Sal Int from Last as of DOD Posting to DOD $20,600.09 $2.33 Account Type: DO Account Sal as of DOD $20,602.42 YTD Int to DOD $8.94 Page 2 of 2