HomeMy WebLinkAbout01-1086
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of CAROL M. WEBBER No. :J/ - 01 - , 0 ~,
also known as To:
, Deceased.
Register of Wills for the
County of CUMBERLAND
Commonwealth of Pennsylvania
in the
Social Security No. 203-30-1682
The petition of the undersigned respectfully represents that:
Your petitioner( s), who is/are 18 years of age or older an the execut OR
in the last will of the above decedent, dated JULY 19. 1989
and codicil(s) dated
RAY A. WEBBER, III WAS NAMED AS EXECUTOR IN THE WILL AND ROSEMARY BROTHERTON
W AS NAMED AS ALTERNATE EXECUTOR. BOTH PEOPLE SIGNED RENUNCIA nONS.
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with
hER last family or principal residence at 110 NOVEMBER DRIVE. CAMP HILL, P A
(list street, number and municipality)
Decedent, then 62 years of age, died 9/16/01
at 110 NOVEMBER DRIVE. CAMP HILL, P A
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 ajudicated
incompetent:
Decedent 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 ofreal estate in Pennsylvania
situated as follows:
$
$
$
$
10.000.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented he with and the grant ofletters ADMINISTRATION CTA.
thereon. 1 (testamentary; administration c.I.a.; administration d.b.n.c.t.a)
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CINCINNATI
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAL TH OF PENNSYLVANIA} ss
COUNTY OF CUMBERLAND
The petitioner(s) above-milled swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to rhe' best of the knowledge and belief of if ner s) and that as p rsonal represen-
tative( s) of the above decedent petitioner( s) will well and nister e s according to law.
Sworn to or affirmed andSUbsc.ribed. ~.
before me this 16th day of
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/MARt c ~S Register j
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No. 21-01-10Rfi
Estate of CAROL M. WEBBER , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW F;EBRl:}AEY. 15. 200? .~ , 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 JULY 19,1989
described therein be admitted to probate and filed of record as the last will of
CAROL M. WRRRF.R
and Letters TESTAMENTARY
are hereby granted to RAY AlLISON WRRRF.R. IV
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M Y LEWl~>' of Wills (I
FEES
Probate, Letters, Etc.. . . . . . . . $ 40.00
Short Certificates ( 6 } . . . . . . $ 18.00
Renunciation. .2......... $ 10.00
x-pages $ 3 . 00
JCP TOTAL _ $ 7~:HH
Filed,. .. FEBRUAI:3-Y ~ ~, .2002
mal led to attorney on i~1'~~02
BENJAMIN 1. BUTLER
81948
ATTORNEY (Sup. Ct. 1.0. No.)
500 N. THIRD STREET, 12TH FLOOR
HARRISBURG P A 17101
ADDRESS
(717) 236-1485
PHONE
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Name of Decedent __._._~-.--.. {;. _ _ 2r~
se'_~L-_ Social Security No. ,,2 e3.__.3_Q.- f~:?:l.--..._. Date of Deat~ j ", ~O t!J I
Date of Birth ~j'l,.1.iJ'i Birthplace -.-A~~~ '- ,
Place of Death --..,d:L~--Il.d~._-
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Race_________~ occupation~_~~rmed Forces? (Yes or No)
J Decedent's ")1 / c;y fiJ c'
Marital Status&~I'dZ~~_ Mailing Address l.La/~~ ULr.
~J.. 'I!." r Slliie!
Informant .'~d_ ~ 7~. -' Funeral Director .~ JI
Name and A~~7~ - II ;;-'/1.
Funeral Establishment., ~J ~~o .;- J
11 r-1F ,J.
WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
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21-01-1086
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CERT. NO. T 4 9 4 5 0 51
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Oat of Issue Of'Th;~""'~-S-O I
Pennsylvania
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Part I
Immediate Cause
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(b) _
Interval Between
, Onset and Death
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Part II
(d)___.__ . _...____
Other S'~lnificant Conditions
Manner of Death
Natural 4?r' Homicide
Accident Pencling Investigation
Describe how injury occurred:
D
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Suicide
Could not be Determined
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Name and Title 01 Certfier_~L L72;:.... ~do~~~..A /J ~~.~.D/')D.~)., Coroner~ M.E.)
Addcess"'-3L5_..~~ - - "7 / I ~- ~7;; t-R.
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 Ilecords Office for permanent fililk!t;,_ .LJ..
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, WASh:JlGTON OFFICE:
1714 LONGWORTH BLDG.
WASHINGTON, DC 20515
(202) 225-5406
TOM RIDGE
21 ST DISTRICT, PENNSYLVANIA
DISTRICT OFFICES:
108 FEDERAL OFFICE BLDG.
ERIE, PA 16501
(8141 456-2038
COMMITTEES:
BANKING, FINANCE
AND URBAN AFFAIRS
VETERANS' AFFAIRS
POST OFFICE AND
CIVIL SERVICE
~ongrt55 of tbt 11 ntttb ~tatt5
"OU~t of l\tprt~tntattbt~
.a~bingtonf m~ 20515
305 CHESTNUT STREET
MEADVILLE, PA 16335
(8141724-8414
91 EAST STATE STREET
SHARON, PA 16146
(412) 981-8440
LAST WILL AND TESTAMENT
OF
CAROL M. WEBBER
I, CAROL M. WEBBER, of the Township of West Salem, Greenville, Mercer
County, Pennsylvania, being of sound and disposing mind, memory and understanding,
do make, publish and declare this to be my Last Will and Testament, hereby revoking
any and all Wills by me heretofore made.
ITEM I.
I direct that all my just debts and funeral expenses be
paid as soon after my decease as may be found convenient.
ITEM II.
I give, devise and bequeath my entire estate, both real and
personal, and wheresoever situate to my son, RAY ALLISON WEBBER, IV.
ITEM III. I hereby name, constitute and appoint RAY A. WEBBER, III to
be the Executor of this, my Last Will and Testament, to serve without bond being
required of him. In the event he is unable to serve in said capacity, I then name,
constitute and appoint ROSEMARY BROTHERTON to act as Co-Executrix, also to serve
without bond being required of her.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 19th
day of
July
, 1989.
a~<~WLk.fSEAL)
This instrument, consisting of one (1) typewritten page, signed, sealed,
published and declared by the above named Testatrix as and for her Last Will and
Testament, in the presence of us, who at her request, and in her presence and in
the pr ence of each other, have hereunto subscribed our names as witnesses.
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AFFIDAVIT OF WITNESS
WE, Carol M. Webber, Gina Rapovy and Sharon M. Ference
the Testatrix and the witnesses respectively, whose names are signed to the attached
or foregoing instrument, being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument as her Last Will and
that she signed willingly (or willingly directed another to sign for her,)and that
she executed it 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 that to the best of our knowledge the Testatrix was at that
time eighteen (18) years of age or older, of sound mind and under no constraint or
undue influence.
Testatrix
Witness
Witness
Subscribed, sworn to and acknowledged before me by the Testatrix and
subscribed and sworn to before me by
Gina Raoovy
and
Sharon M. Ference
, witnesses, this -1JLtbLday of
July
1989.
N9TAAl,q SEAL
LaYERNf'HOFIUS. Notary Public
Sharon. Mercer Coumy, Pa.
My Commtssion Expir8$ Jun.1S. 1_
Register of Wills CUMBERLAND County, Pennsylvania
Estate of Carol M. Webber
also known as
The undersigned,
RENUNCIATION
No.
21-01-1086
Letters Testamentary
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Witness my
hand this
Sworn to or affirmed and subscribed
~. day of
. .!)t:D I
before me this
(Signature and seal of Notary or other
official qualified to administer oaths. Show
date of expiration of Notary's commission.)
RW-3
, Deceased
Sister
(Relationship)
Rosemary Brotherton
(Capacity)
be issued to Ray Allisul1 Vv'ebber, IV
{3 tJ}
732 Robinwood Drive
Pittsburgh
(Address)
(Signature)
(Address)
(Signature)
(Address)
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Notarial Seal
Dlonna J. Fomk:oIa. Notary Public
Upper St. CI8Ir~..AIIegher'rf County
My CommI88Ion ExpIr9s May 31. 2004
Member, PennsylYanla"ASsoctatIon of Notaries
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PA 15220
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NOTE: Renunciations executed outside the Office of Register of Wills are
required in some counties to be notarized.
Register of Wills CUMBERLAND County, Pennsylvania
RENUNCIATION
Estate of Carol M. Webber
No.
21-01-1086
also known as
, Deceased
The undersigned,
Husband
(Relationship)
Ray A. Webber, III
(Capacity)
of
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Leaers Te~;tamentary
be issued to Rav Allison Webber, IV
Witness my
hand this /3 day of October 2001
1(2 r..-lLl d J~_ /7T
. \SI9h~
661 Pe line Road, P.O. Box 82
Pierpont
OR 44082
(Address)
(Signature)
(Address)
(Signature)
(Address)
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JANET L MARGY, NttIry MIl
Statt of Ohio
My Comnission ElI,ireI Sept. 8, 2002
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(Signature and seal of Notary or other
official qualified to administer oaths. Show
date of expiration of Notary's commission.)
NOTE: Renunciations executed outside the Office of Register of Wills are
required in some counties to be notarized.
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Western Surety Company
Know all Persons by these Presents:
Bond No. 69282002
THAT WE, Ray Allison Webber, IV
and WESTERN SURETY COMPANY, a corporation duly
business in the Commonwealth of Pennsylvania,
firmly bound unto the Commonwealth of Pennsylvania
, as Principal,
licensed to do
are held and
in the sum of
Twenty Thousand and 00/100 Dollars ($ 20,000.00 ),
to be paid to the said Commonwealth, or its certain Attorney or Assigns, to which
payment well and truly to be made, we bind ourselves jointly and severally, for
and in the whole, our heirs, executors and administrators, firmly by these
presents.
Sealed With Our Seals - Dated the 23rd
day of
January
in the year of our Lord
2002
The Condition of This Obligation Is Such, That If The Above Bounden Principal, as Administrator of all
and singular the Goods, Chattels, and Credits of Carol M. Webber
deceased, does make or cause to be made, a true and perfect inventory of all and singular the Goods,
Chattels and Credits of the said deceased, which have come or shall come to the hands, possession or
knowledge of the Principal or into the hands or possession of any other person or persons, for the said
deceased and the same so made, do exhibit, or cause to be exhibited, into the Register's Office in the County
of Cumberland , within thirty days from the date hereof; and the same Goods,
Chattels and Credits, and all other the Goods, Chattels and Credits of the said deceased, at the time of
his/her death, which at any time shall come to the hands or possession of the Principal, or into the hands and
possession of any other person or persons, for the said deceased do well and truly administer according to
law, and further do make or cause to be made, a just and true account of said Administration, within six
months from the date hereof, or when thereunto required by the Orphans' Court, and all the rest and residue
of the said Goods, Chattels and Credits which shall be found remaining upon the said Administrator's
account, the same being first examined and allowed by the Orphans' Court of the county having jurisdiction,
shall deliver and pay unto such person or persons at the said Orphans' Court, by their decree or sentence,
pursuant to la......, shall limit and appoint, and shall well and truly ("QmpJy with the laws of this
Commonwealth relating to collateral inheritances; and if it shall hereafter appear that any last will and
testament was made by the deceased, and the same shall be proved according to law, if the said Principal
being thereunto required, do surrender the said Letters of Admi ~ s~~on into tJ;1e Register's Office
aforesaid, then this obligation to be void, otherwise to remain in full fo e. //~' / l 1
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~~,aM.l1~~red in the presence of I
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Principal
Principal
Form 1149-A-1-2002
WESTERN SURE TY COMPANY
By ~X~ti:Vi~t
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Western Surety Company
POWER OF ATTORNEY
KNOW ALL MEN BY THESE PRESENTS:
That WESTERN SURETY COMPANY, a corporation organized and existing under the laws of the State of South Dakota,
and authorized and licensed to do business in the States of Alabama, Alaska, Arizona, Arkansas, California, Colorado,
Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky,
Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri,Montana, Nebraska, Nevada, New
Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania,
Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia,
Wisconsin, Wyoming, and the United States of America, does hereby make, constitute and appoint
________~___StepheILT. Pate of ~___ Sioux Falls
State of South Dakota , its reguiariy elected _----E-xecutive '..aoe PIPdidenL_____
as Attorn~y-ill-Fac;t, with fuil power and authority hereby conferred upon him to sign, execute, aCknowledge and deliver Tor
and on its behalf as Surety and as its act and deed, all of the following classes of documents to-wit:
Indemnity, Surety and Undertakings that may be desired by contract, or may be given in any action or proceeding in any court of law or
equity, polic~l(i\JnMmnifying employers against loss or damage caused by the misconduct of their employees; official, bail, and surety and
fidelity ~'~ in all cases where indemnity may be lawfully given; and with full power and authority to execute consents and
wai\,~~ddtrie(~ or extend any bond or document executed for this Company, and to compromise and settle any and all claims
or ~pds Dl'd'fr" against said Company.
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~ tii~rn Surety ~I:!.'t further certifies that the following is a true and exact copy of Section 7 of the by-laws of Western Surety
~1~ny duly adopted ~~w in force, to-wit:
\ ~~ f: ~ ~ '~.$olicies, undertakings, Powers of Attorney, or other. obligations of the corporation shall be executed in the
cor~~" , " "'pany by the President, Secretary, any Assistant Secretary, Treasurer, or any Vice President, or by such other
office~ ~rectors may authorize. The President, any Vice President, Secretary, any Assistant Secretary, or the Treasurer may
appoint A act or agents who shall have authority to issue bonds, policies, or undertakings in the name of the Company. The
corporate seal is not necessary for the validity of any bonds, policies, undertakings, Powers of Attorney or other obligations of the
corporation. The signature of any such officer and the corporate seal may be printed by facsimile.
In Witness Whereof, the said WESTERN SURETY COMPANY has caused these presents to be executed by
Executive Vice President with the corporate seal affixed this 23rd day of January 2002
ATTEST
-q.- _~-l4 ~_ __________
Assistant Secretary
By~~~~~O~.
Stephen T. Pate, Executive Vice President
STATE OF SOUTH DAKOTA}
ss
COUNTY OF MINNEHAHA
On this. 23rd day of January 2002, before me, a Notary Public, personally appeared
Stephen T. Pate and L. Nelson
who, being by me duly sworn, acknowledged that they signed the above Power of Attorney as Executive Vice President
and Assistant Secretary, respectively, of the said WESTERN SURETY COMPANY, and acknowledged said instrument to be
the voluntary act and deed of said Corporation.
+~~~~~~~~~~~~~~~~~~~~~~~~+
~ D. KRELL ~
~~NOTARY PUBLIC~~
s SOUTH DAKOTA s
~ My Commission Expires 11-30-2006 ~
+~~~~~~~~~~~~~~~~~~~~~~~+
~~Rj
Notary Public
Form F1975-4-2001
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Register of Wills of CUMBERLAND County, Pennsylvania
7-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Carol M. Webber
Date of Death: 9/16/01
Will No. 21-01-1086
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 6/11/02
Name
Address
Ray Allison Webber, IV
#13 Imbler Drive
Cincinnati
OH 4~218
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
none
Date: (,/lli02
~ r (L----
Signature
Name: Beniamin J. Butler
Address: 500 N. Third Street PO. Box 1004
HalTlshuru
I'A 17108-1004
, \J
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Telephone(71 7) 2 3 6148 5
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Personal Representative
Counsel for Personal
Representative
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Capacity:
c:.
Register of Wills of CUMBERLAND County, Pennsylvania
INVENTORY
Estate of Carol M. Webber
NO.21
01
1086
also known as
Date of Death 9/16/0 I
, Deceased
Social Security No. 203-30-1682
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: Benjamin .I. Butler
1L
I.D. No.: 81948
Ray Allison Webber, IV
Address: 500 N. Third Street, PO. Box 1004
03ted
&. 13 - 02.
Harrisburg
PA 17108-1004
.... .-1 ~.
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Telephone: (717) 236-1485
Description
Cash, Bank Deposits, & Misc. Personal Property
c..
Valiffi
~-....l
PNC Bank - Checking Account No. 5080245114
$5Jd2.00
1993 Ford TaurusCiL Sedan (VIN IFACP52LJIPCi2634(5)
$2.50000
Commonwealth of PA - State Treasurer's Advancement Acc!. (Reimbursement) (uncashed check)
$24.95
C'lmmonwealth of Pennsylvania - State Treasury Department (uncashed check)
$35.56
Bureau or Commonwealth Payroll Operations - Salary/Travel Advancements (uncashed checks)
$3. 1.'i4. 'iO
Total
$5').782.40
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
..
Continuation of Inventory
Carol M Webber
21
01
1086
Page 1
Description of Inventory
Description
Bureau of Commonwealth Payroll Operations - Salary/Travel Advancements (uncashed checks)
Value
56,983.08
Bureau of Commonwealth Payroll Operations - Salary/Travel Advancements (uncashed payroll check)
$37,656.98
United State Treasury - 2001 Federal Income Tax Refund (Form 1040) (uncashed check)
$2,64600
United States Treasury - 2000 Federal Income Tax Refund (Form 1040) (uncashed check)
5447.33
l inlted States Treasury - 1999 Fcderallncomc Tax Refund (Form 1040) (uncashcd check)
$402.00
United States Treasury - Tax Relief for America's Workers (ul1cashed check)
5300.00
Subtotal
Grand Total
$
$
$48,435.39
$59,782.40
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT CD 001299
NO.
BENJAMIN J BUTLER ESQUIRE
500 NORTH THIRD STREET
HARRISBURG, PA 17108-1004
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
----~--- fold ---------- --------
101 I $1,920.91
ESTATE INFORMATION: SSN: 203-30-1682 I
FILE NUMBER: 2101-1086 I
DECEDENT NAME: WEBBER CAROL M I
DATE OF PAYMENT: 06/17/2002 I I
POSTMARK DATE: 00/00/0000 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 09/16/2001 I
I
TOTAL AMOUNT PAID: $1,920.91
REMARKS: RA Y A WEBBER
C/O BENJAMIN J BUTLER ESQUIRE
CHECK#1710
INITIALS: VZ
SEAL RECEIVED BY: MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
\.
/'7-02 ~ /'
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
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BENJAMIN J BUTLER
BUTLER LAW FIRM
PO BOX 1004
HBG
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P#\:'~~!7:108
07-29-2002
WEBBER
09-16-2001
21 01-1086
CUMBERLAND
101
Allount Rellitted
'*
REV-1547 EX AFP (01-02>
CAROL
M
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=is4-j-EX-AFP--foY=02Y-NOYicE--OF-YNHER-ifiifcE-YAirjrpPRA-isEi'-ENT~--Ai:.i-owiifcE-i'-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEBBER CAROL M FILE NO. 21 01-1086 ACN 101 DATE 07-29-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
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. 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
59.782.40
.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 Bequestsj 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 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
DATE
06-17-2002
..~-~~.
NUMBER
CD001299
\+J
INTEREST/PEN PAID (-)
.00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
14,328.00
2.767.49
(11)
ll2)
ll3)
ll4)
(9)
llO)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
59,782.40
17.095 49
42,686.91
.00
42,686.91
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
42,686.91 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
AMOUNT PAID
1,920.91
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
1,920.91
.00
.00
1,920.91
1,920.91
.00
.32
.32
( 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.)
.
STATUS REPORT UNDER RULE 6.12
e;~~
-
Name of Decedent: Carol M. Webber
Date of Death: 9/16/01
Will No. 2001-010R6
Admin. No.
Pursuant to Rule 6. 12 of the Supreme Court Orphans I
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 X 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.
account with the Court?
Did the personal representative file a final
Yes No X
b. The separate Orphans I Court No. (if any) for
the personal representative's account is : N/A
c . Did the personal representative state an
account informally to the parties in interest ? Yes X No
Date: 8/7/03
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this report.
. .~rl1.-
,
Signature
Beniamin r Butler
Name (Please type or print)
500 N. Third Street, P.O. Box 1004
Harrisburg:
Address
PA 1710R-l004
r,::)
,";.
(717) 2361485
Tel. No .
CapacIty :
Personal Representative
0.-)
('
q
VJ
~-:
X
Counsel for personal
representative
13
t r-::
........' .............
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,I!~I:lERITANCE TAX
~TATEMENT OF ACCOUNT
'*
REV-1607 EX AFP (03-05)
nn"'l
[llU
-8 Pfi2:51
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-26-2006
WEBBER
09-16-2001
21 01-1086
CUMBERLAND
101
CAROL
M
BENJAMIN J BUTLER
500 N THIRD STREET
PO BOX 1004
HARRISBURG PA 17108
Amount Remitted
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, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
.....
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
REV-1607 EX AFP (03-05)
---------------------------------------------------------------------------
*** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF WEBBER
CAROL
M FILE NO. 21 01-1086
ACN 101
DATE 12-26-2006
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: 12-26-2006
PRINCIPAL TAX DUE: 1,986.60
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-17-2002 CDoo1299 .00 1,920.91
11-01-2006 CDoo739o 15.11- 80.80
12-26-2006 SBADJUST .00 .40
TOTAL TAX CREDIT 1,986.60
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" (CR>,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. >
cg
DATE 01-02-2007
ESTATE OF WEBBER CAROL M
DATE OF DEATH 09-16-2001
FILE NUMBER 21 01-1086
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-03-2007
( See reverse side under Objections)
Amount Remittedl I
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-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEBBER CAROL M FILE NO. 21 01-1086 ACN 101 DATE 01-02-2007
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of All returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CRED TS:
AMENT
DATE
06-17-2002
11-01-2006
12-26-2006
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-Y, .'.CTlrNO"fICE OF INHERITANCE TAX
:~p;p~AfsEMEHT, ALLOWANCE OR DISALLOWANCE
'OF DEDUCTIONS AND ASSESSMENT OF TAX
2001 Jr~;1 -8 PI1 2: 5/
CLE?:<
Opr"", '1'"
I Irr /,,\j', "
BENJAMIN J BUTLERCU
500 N THIRD STREET
PO BOX 1004
HARRISBURG PA 17108
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL 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 Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. Dl
.00
.OD
.00
.00
2,842.12
. DO
.OD
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
1,382.29
.00
(11)
Cl2)
Cl3)
Cl4)
NOTE:
(15)
Cl6)
Cl7)
Cl8)
.DO
44,146.74
.00
.00
X 00
X 045 =
X 12 =
X 15 =
RECEIPT
NUMBER
CD001299
CD00739D
SBADJUST
DISC UNT (+)
INTEREST/PEN PAID (-)
.00
15.11-
.00
AMOUNT PAID
1,920.91
80.80
.40
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
'*
REV-1547 EX AFP (06-051
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
2,842.12
1 .38~.~9
1,459.83
.00
44,146.74
Cl9)=
.00
1,986.60
.00
.00
1,986.60
1,986.60
.DO
.00
.00
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR1, YOU MAY BE U
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
....,r
~,\"./~
'I.-,<"_','IC":",:C,,';;;-IH''-,
',*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128.0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
c.
OF~IClALusEm<LY
7-'7.4-1
FILE NUMBER
~ I - () I I (j S (l
""77UiTT,'C3"5'f'" ---n:~~ - - ~i;- -
f-
Z
LU
Cl
LU
t)
LU
Cl
:-ECE8F'\JT'::l NAME :LAST, I, !RST A~m MIDDLE INITIAL)
\\\'bh":I', (';Jrul ['..I
Dr,:t OF jJE.,i\.T[--1 (M\iI-DG-veari
SOCIAL SECURITY NUMBl:R
DATE OF BIRTH (MM.DD-Year)
2 () J - 3 () -] () II .2
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
II\) ItJ2(10] OS,.](),.']()Y)
(!F:l.PPUCAB:.E) SUR'JiVI~J(; SPOUS[:, NAMF_ (lAST. FIRST AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
w
>-
";",
"'''''''
ua.u
woo
J: "'~
ua.",
a.
"
o 1. Original Return
D 4 LirnitedEstate
o 6, Decedent Died Testate (AttacllcopyofWilll
D 9_ Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date ofdeatn after 12.12-82)
o 7, Decedent Maintained a living Trust (Attach COpy of Trust)
o 10, Spousal Poverty Credit (date of death betweer.1L.31-91 and 1-1-95)
o 3 Remainder Return (J~t~ 01 I'~~tn (}I'UI :
o 5, Federal Estate Tax Return Required
.:!.... 8_ Total Number of Safe Deposit Boxes
o 11. Election to tax underSec, 9113(A) (AUdcl'Sellf)!
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
>-
z
w
o
z
o
a.
'"
w
'"
'"
o
u
Ikll:1Il1ill.l HuLk:
FIRM NAME (If Applicable)
Bulkr Ll\\ Finn
TELEPHONE NUMBER
717) 2J()-!4X.'i
Butler ]uw rirl11
sou ;-.,', TilHd .')I.rl'l'l 1'0 Hux !()()-+
Hurrisbup'
z
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i=
<l:
...J
::::l
!::
a.
<l:
t)
LU
n:
1, Real Estate (Schedule A)
1'/\
]7 Jti:\-](jO-i
(1)
! - OFFICIAL USE ONl y
2, Stocks and Bonds (Schedule B) (2)
3, Closely Held Corporation, Partnership or Sole-Proprietorship (3)
5_ Cash. Bank Deposits & Miscellaneous Personal Property
{Scheduie E)
6, Jointly Owned Property (Schedule F)
o Separate Billing Requested
7 InterNivos Transfers & Miscellaneous Non-Probate Property
(Schedule G orL)
4 Mortgages & Notes Receivable (Schedule OJ
(4)
(5)
, "X?" 1_..
::1 ),1\._- U: --.i
(6)
(7)
O,{)() L____
8 Total Gross Assets (total Lines 1~7)
9 Funeral Expenses & Administrative Costs (Schedule H)
10, Debts of Decedent, Mortgage Liabilities, & liens (Schedu]e I)
11 Total Deductions (total Lines 9 & 10)
12, Net Value of Estate (Line 8 minus Line 11)
(8)
5').7>~2_4il
(9)
(10)
14,J28_00
2,7(174()
(11)
(12)
(13)
1 7.fI'J,~4q
-1~_(,:'I, ' I I
13, Charitable and Governmental Bequests/See 9113 Trusts for which an election to lax 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
i=
<l:
f-
::::l
a.
:E
o
t)
><
<l:
f-
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
17 Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19, Tax Due
(14)
42.();';(J 'J]
X (15)
42,(l:'(()-'JI X ~ (16)
X 12 (17)
X 15 (18)
(19)
I.<I:'I!'I]
I')'j"'"
20 D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address.
STREE: T ADDRESS
110 November Drive
---.---."
CIT1 I STATE I ZIP
Camp Ilill J'i\ 1701]
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
S. Prior Payments
C Discount
(1)
':\ I ,I)~(J.') I
$0,00
~O.()()
so_oo
3 Interest/Penalty If applicable
o Interest
E. Penally
Total Credits ( A + 8 + C ) (2)
so,OO
'hOO()
Totallnterest/Penalty (D + E) (3)
4 It Line 2 IS greater than Line 1 + Line 3, enter the difference. This IS the DVERPA YMENT.
Check box on Page 1 Line 20 to request a refund (4)
5 If Line 1 + Line 3 IS greater than Line 2, enter the difference. This is the TAX DUE. (5)
A Enter the interest on the tax due (5A)
8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
S I >).~(II)]
'hll()
S],')2iJ<lj
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and' Yes No
a retain the use or income of the property transferred; ..... ................ 0 IZl
b retain the right to designate who shall use the property transferred or its income; .................................... D IZl
c retain a reversionary interest; or ....................................... ................ ................ 0 [R]
d. receive the promise for life of either payments, benefits or care? .... ................................................... 0 [R]
2 It death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ..................................... ................ .................. 0 [R]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....... 0 [R]
4 Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............... ......................... ...................................... ... [K] 0
iF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND >.f.E IT AS PART OF THE RETURN.
ADDRESS
,e,"l"i:;ClanOcornplete
DATE
t . 13 . 02
OTHER THAN R~'VE
OH 4521 f{
DATE
6-IZ -02..
ADDRESS
1m.: 11)()4
J1JITisbur\..;
l'i\ 1710K-I(J()4
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 PS ~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. 391 ~o (8) (1,1) ill)]
The statute does not exemot 8 transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable everl it
the surviving spouse is the only beneficiary
For dates at 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 at 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, 39116(1.2) [72 r.s. ~J116i3ji 1i)
The tax rate imposed on the net vaiue of transfers to or for the use of the decedent's Siblings is 12% [72 PS ~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.
'*
SCHEDULE A
REAL ESTATE
cor'.1!'..10NWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Webber Carol M. 21 01 1086
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with
right of
survivorshin must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 1, Recapltulallon) $
fit rriore space is needed, insert additional sheets of the same size)
CO""".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Webber Carol M.
FILE NUMBER
21
01
1086
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALIJEAT DATE
OF DEATH
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
'*
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Webber Carol M.
FILE NUMBER
21 01
1086
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 4. Recapitulation) $
(If more space is needed, Insert additional sheets of the same size)
R''''/I'No^+i'
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERIT Ar~CE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Webber Carol M.
FILE NUMBER
21 01
1086
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
DESCRIPTION
VALUE AT DATE
OF DEATH
PM' 8ank - t 'heckillg Account No. 50S0245 114
~<~.(.J21)(1
,
199J Fill"d Taunls{iL Sedan (VIi\;' IFACP52UIPCi2634(5)
$2,5()O()()
1
('\)1l1l1l11Il\\ealth of Pennsylvania - Stalc Treasurer's Advancel1lent Account (Reimhursel1lent) (ullcashed check)
\2...(<))
"
("OlllIllOIl\Ve;llth o!' Pennsyhania - State TreuslIry Department (lIl1cashcd check)
'<'55(l
;
8ureall olTornn1Onwcalth Payroll Operations - Salury/Travel Advancements (lIl1cashcd checks)
.;;J.I_"...( ,~o
"
BLlreau of ('olllnltlnwealth Payrnll Operations ~ Salary/Truvcl Advancements (un cashed checks)
Sh,lJX.'\()X
7.
Bureau of ('ollllllonwealth Puyroll Operations - Salary/Travel Advancelllents (llncashed payroll checks)
SJ7Jl5(L'}S
,
llnited State Trcasury - 2(101 Federal Incomc Tax Refund (FtlI"ll1 1(40) (uncashed Clll:ck)
,'i;2Jl...(ll(j(J
')
lJnited Stales Treasury - 2000 Federal Income Tax Refund (Form 1(40) (uncashed check)
');-I-l."7__U
10.
United States Treasury - 1991.) h:dcral lncOl111: Tux Refund (Form 1(40) (un cashed check)
,q{)~(I()
"
IInilcd States Treasury - Tax Relieffor America's \\/orkers (un cashed check)
i;J()(J.lJ(1
TOTAL (Also enter on line 5, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
5'UR~,...(O
"..,,',.,..'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Webber Carol M.
FILE NUMBER
21
01
1086
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RcLATIO~ISHIP T(; lJf:::F:)EJIT
A.
B
c
JOINTL Y-OWNEO PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATEOFOEATH
ITEM FOR JOINT MADE Include name offinaflcial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deedforjointly-heldrealeslate VALUE UF ASSET I~JTEREST CECEDENT'S IfJTERiCS
1 A.
TOTAL (Also enter on line 6, Recapitulation) $
(If more space is needed, Insert additional sheets of the same size)
~C',.' 'SI""Y
.,"-
'*
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Webber. Carol M.
FILE NUMBER
21 01
1086
This schedule must be completed and filed jf the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes
DESCRIPTION OF PROPERTY %OF
ITEM Ir." Ul IHf' ~"'i','IE :)f' H'[ TRAI1SI-Hff'. TheiR RELATIONSHIi' m DECEDE~H A~ilIHE D~TE Cr~~A,~S"eR DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
NUMBER .~F~.'~H A. COPY OE' THe _lEeD FOR REAL ESTATE VALUE OF ASSET INTEREST
.:,FAPP,ICA3LE!
1
TOTAL (Also enler on line 7, Recapitulation) $ (Iii(i
(If more space IS needed, Insert additional sheets of the same size)
"-\'il.<;"
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Webber Carol M.
FILE NUMBER
21
01
1086
Debts of decedent must be reported on Schedule I,
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES'
1. J,(llllll'l1hiSCI .lordan hlllcr<ll Htllll~ \;-:.I l!7 illl
" Ikadswne S2,-II)(II)()
-
B. ADMINISTRATIVE COSTS
1 Personal Representative's Commissions
Name of Personal Representative (sJ
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2 Attorney Fees Butkr Law hrlll S2,2:'ilj(){)
3 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4 Probate Fees "i7(.JI()
5 Accountant's Fees
6 Tax Return Prepare~s Fees
7 Christi<ln-B<lker ('ol1lpan}' - Probatc Bond ,'i>llli.lJ(!
, ('ul1lbcrland ('(HIIl!Y Register 01' '0/ilb - Filing Fee for Pruhate Bond <t;1:',{)(j
') Unishlppers - Ovcrnight fl.luil S~:-I,(I{)
II! ('L1lllhcrland <. 'OUllt}' Rcgiskr urWil1s - Filing: Fcc for Pt:l1nsylvaniu Inhcritanee Tax Rcturn & Inventor} <\,:':'iIJ(1
II Postage SI()!,()
I" (i-llaul packing supplics ,,;>I()iill(1
1_' Ruy Allisun Wchher, IV - 1':"cL'lllur I;XPL'IlSCS \1 I I ~. 1)1)
TOTAL (Also enter on line 9, Recapitulation) $ I-Ll'KIlO
(If more space is needed, insert additional sheets of the same size)
"!'V'C'
"".i'
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCt; TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Webber Carol M.
FILE NUMBER
21
01
1086
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
i\purtmel1l!euse
\:,:'(\-+25
('Ulllp Ilill Schoo! Dislricl Tux
<:;\)01 I_I Iii
\'lTiZ(l1l
.'hl):,;\)
"
('ulllberland ('\lllllly Per Cupilu Tux
\:';I)(J
,
1\1&-1
\2;':'1
b.
1'1'&[
\ [_'i{) ')4
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,7(\7-I'}
-""
,
REI.;
",,~x.r.
COMMONWEALTH OF PENN$YL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Webber Carol M
SCHEDULE J
BENEFICIARIES
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, and transfers under
See 9116 (a) (1.2)]
1 Ray .-\lli~()11 \Vchh\.T. 1\' SOil n:sL rc~idLll' alld IL'Il1:1indcl
:t]3 Illlbkr Drive
('iIlCillllali, OIl -J52IX-112X
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER cHEET
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 $
FILE NUMBER
21 01
1086
(If more space IS needed, Insert additional sheets of the same size)
"";::;;:-:5-:;:22::::
:5:22
C;"':E:;::::;"~
DE::<>;;'T~'~'H
~12 '725 2257
p.a:/2:
~PNCBAN<
March 15, 2002
/SCP
Butler Law Firm
500 N orthThird Street
Twelfth Floor
Harrisburg PAl 71 0 1
RE: Estate of Carol M Webber, Deceased
SSN: 203-30-1682
000: 09/16/2001
Dear Mr. Butler:
In response to your request for Date of Death balances for the customer noted above, our
records show the following.
CHECKING ACCOUNT
#5080245114
Established 01109/1995
CAROL M WEBBER
DOD Balance: $5,632.00 + $0.00 accrued interest
Please note that this ofOce only provides date of death balances for deposit accounts
(IRAs, CDs, Checking lUId Savings accounts). We do not process any fmandal
transactions or provide statements. If you need lIssistlUlce with any of these items,
please call1-888-PNC-BA.1I\K (1-888-762.2265) or stop by your local PNC branch
office.
Sincerely,
ft\QJJ0JY\u~
Marian Donnelly
1-800-762-1775
P7-PFSC-04-F
500 First Avenue
Pittsburgh, PA 15219
A member of The PNC Financial Ser'Vices Group
One PNC Phn 7if9 F:fl:h AVt"".J~ Pitl"hurgh Pf't1r1~yrvania 15222 2707
TOTAL P.01
-
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.
'*
COMMONWEALTH OF PENNSYLVANIA
OFFICE OF THE BUDGET
COMPTROLLER OPERATIONS
April 2, 2002
Ray Webber
13 Imbler Drive
Cincinnati, OH 45218
BUREAU OF COMMONWEALTH
PAYROLL OPERATIONS
P,O. BOX 8006
HARRISBURG, PA 17105-8006
(717) 772-5340
FAX: (717) 772-5333
Dear Mr. Webber:
Enclosed is a check in the amount of $37,656.98 payable to your mother's
estate, This check represents the total of twenty-nine checks you returned to the
Pennsylvania Treasury Department. Also enclosed is an itemized list of those checks
to support the $37,656.98,
In addition, there were three checks (copies enclosed) issued from the State
Treasurer's Advancement Account that were never cashed, Those three checks have
been forwarded to two offices for follow-up action, Questions on check numbers
009099 and 009550 should be referred to Ms. Nancy Silk at (717) 787-9872 and for
check number 028940, contact Ms, Jennifer Young at (717) 787-8767,
If you should have any questions regarding the twenty-nine checks you returned
to the Pennsylvania Treasury Department, please write to me in care of the above
address or contact me at (717) 787-4793,
The Bureau of Commonwealth Payroll Operations extends deepest sympathy to
you in the loss of your mother,
Sincerely,
~~ cd :J~~
James R. Dunkle, Manager
Deduction Accounting/Reconciliation
And Cost Distribution Division
Enclosures (4)
cc: File
.~.
El"IDC'U I OF COMMONWEALTH PAYROLL OPERATIONS
SALARYnRAVELADVANCEMENTS
P.O. BOX B007
HARRISBURG, PA 17105-B006
PAY TO THE ORDER OF:
I
Estate o~ Carol Webber
203301682
SAL/EXEC
PNC BANK, NATIONAL ASSOCIATION
PITTSBURGH, PA
8-91430
CC817
DATE
I 03/28/2002
,
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II"DS'il,qSu" ':DI,30OflOQ!>i: ODD BQD"Ba~"
vr.NO.
053495
00053495
CHECK AMT.
$37,656.98
VOID AFTER 90 OAVS
/I, <1'1 !.
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r.. COMMONWEALTH OF PENNSYLVANIA
STATE TREASURER'S ADVANCEMENT ACCOUNT
: OFFICE OF ADMINISTRATION
I 311 FINANCE BLDG.. HARRISBURG. PA 17120
! PAVTO THE
I: ORDER OF
t
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PNClRANK
PNCBank,N.A.
Pittsburgh, PA 00 I
030212
8-Sf 430 817
DATE April 18, 2002
Estate of Carol Webber
1i:11:"'I':::11 "'II '1::::1111::::",1'11'"
,,,,lld:Ullld"".II'llU' '111"11",,
for purchase on 9121100
VOID AFTER 8 MONTHS
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11'0 '102 l. 211' 1:01, '1oooo"lbl:
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001 , 081 I 030502 i
FUND ! DEPT PREP DATE I
"7"-- ,-,,--:-:'U--T~ .""',';-__'
015542
56.369
412
28
04287364
~
.........
18107500
VOUCHER
432135
WARRANT
ID
CHECK NUMBER
NATIONAL CITY BANK
PITTSBURGH, PA
VERIFICATION AVAILABLE-
"POSITIVE PAY"
..,~,,/tI.(}IP"""s!l1.
C:O......~~la/. .~';n'~"J 'J",/,a,ln,_' "<>"';"
PROTECTED
03/13/2002
DATE
PAYA~Ii:&
ONLY'-./~crsCTS
TO THE ORDER OF
VOID AFTER 180 DAYS
$ *************35.56
ESTATE OF CAROL WEBBER
EC10705922
13 IMBLER DRIVE
CINCINNATI OH 45218
1i~~~NNS~~
11"01., 287 :'1[,1.,11" ':01., ~ 2D 38"l51: 0 ~ ~ 5bl., ~II".
DO NOT ACCEPT WITHOUT HOLDING TO LIGHT TO VERIFY WATERMARKS.
BUREAU OF COMMONWEALTH PAYROLL OPERATIONS
SALARY/TRAVEL ADVANCEMENTS
P.O. BOX B007
HARRISBURG, PA 17105-6006
PNC BANK, NATIONAl. ASSOCIATION
PITTSBURGH, PA
B-S/43O
CC817
053255
00053255
DATE
VT.NQ.
CHECK AMT.
PAY TO THE ORDER OF:
I
I 03/15/2002
$3,154.50
Estate of Carol Webber
203301682
~ VOID AFTER 90 DAYS,
(l/. ,/W I
". If~fJjn!"
/.....JC _c- '" ;. J 1 ~ .r I
!Ur (t' " VV', /'o'Vj' .
M'
SAL/EXEC
11"05325511" 1:0103000a1;t,I: 000 ~ 3"la"l2:S'1"
BUREAU OF COMMONWEALTH PAYROLL OPERATIONS
SALARYfTRA VEL ADVANCEMENTS
P.O. BOX 8007
HARRISBURG, PA 17105-8006
PNC BANK, NATIONAL ASSOCIATION
pmSBURGH, PA
8-9/430
CC817
053371
00053371
OATE
VT.NO.
CHECK AMT.
PAY TO THE ORDER OF:
I
I 03/18/2002
$6,983.08
Estate of Carol Webber
203301682
VOID AFTER 90 OA YS
SAL/EXEC
II"0533? ~II" 1:0..30000'11;1:
....-)
f l./ " ()i ,/'2 ()
" ,.~ ,'~, tUl V. ~l
/ ""in.., t,..tJ i;-., /{;~ .-
OOO~ :I"lO"ai!BII"
M'
(JJnttrh1'tatm~'~' P 624,703,312
",-"
(~) 05 30 02 56 AUSTIN, TEXAS
00273978 130 012012831WEBB PHILA
Pay to 1,1,.1,1.11111,1."111.,1'1111111111..1,11,,1,,,,11,,11,,1,,11
!be order of RAY ALLISON WEBBER IV EXEC
CAROL M WEBBER DECO
13 IMBLER DR
CINCINNATI OH 45218.',128
II' 2:1051:.11'
-
Check No.
2305 00273978
TAX REFUND203.30-1682
12/01
78
1:000000 5 ~BI: 0027:1 9 7B ~II' 01,0502
.
$***2646*00
VOID AFTER ONE YEAR
~~''''!:i= 7';;P"~!
.J'1'-" - ('rCt__
~""W>>t1_Utt'I"SINt(Jfflt!'u,;
IUnttlWt ~ 'Urmmtnt10-01
~lUUUU~~~~OOO
A 179.520,245
Check No.
17 AUSTIN, TEXAS 2304 01616508
TAX REFUND203-30-1682
12/99
08
$****447*33
VOID A"ER ONE YEAR
1.88 INTEREST
t~)1,~
Jf:t~4""-~ !
~---'"
1102301, Silo
1:0000005UII: oHdb508311o 01,08o~
~ ~0Irmsnrt!1~;~1 P 328,826,405
8' 05 12 00 96 AUSTIN, TEXAS
Q!68128363 130 012992823WEBBPHILA
Check No.
2302 68128363
TAX REFUND203~30-1682
Pay to
the order of
1...111...111......11...11.1.1.11.....11..11..11....11..11...1
CAROL M WEBBER
110 NOVEMBER DR APT 6
CAMP HILL PA 17011~5036
12/99
63
$....402.00
VOID AFTER ONE YEAR
~:u::U=S: 141 :\:I:::s:::sl:tI~
i%,~31j
~__",...:!'i
11023023110
1:0000005~81: b8~283b3b1l0 01,0500
1Initrh ~0Irmsnrt!1~1 P 530,535,722
~ 09 14 01 73 AUSTIN, TEXAS
27628731 130 012002823WEBB PHILA
Pay to II
the order of I... 1...111"""11...11.1,1,11"...11,,11,,11,,,,11,,11...1
CAROL M WEBBER
110 NOVEMBER DR APT 6
CAMP HIll PA 17011-5036
Check No.
2304 27628731
TAX RElIEF203-30-1682
12/00
31
$****300*00
TAX RELIEF FOR AMERICA'S WORKERS
VOID AFTER ONE YEAR
~In ~
~ ~
=J/Jfrt.... ".~
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110230.. SilO
1:0000005~81: 2?b28'i'3~"l1l0 o"o"lo~
FILE NUMBER
2 1 -0 1 1 0 8 6
CQuNi-y"'CoDE ---y~ - - 'NuMBER- -
REV-1500 EX + (6-00)
.
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I-
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Webber, Carol, M
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
09/16/2001 05/19/1939
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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o 1. Original Return
o 4. Limited Estate
[Xl 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
[Xl 2. Supplemental Return
o 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}
OFFICIAL USE ONLY
SOCIAL SECURITY NUMBER
2 0 3 - 3 0 - 1 682
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return {date of death prior to 12-13.82)
D 5. Federal Estate Tax Return Required
~ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A} (Attach Sch 0)
....
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AN.D CONFIOENTIA4TAXJNFORMATIONSHOULO BE 01 RECTE 0 TO:
NAME COMPLETE MAILING ADDRESS
Ben'amin J. Butler Butler Law Firm
FIRM NAME (If Applicable)
Butler Law Firm 500 N. Third Street, P.O. Box 1004
TELEPHONE NUMBER
717 236-1485 Harrisbur PA 17108-1004
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Adrninistrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
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 (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
X _(15)
1,459.83 X .045 (16)
X .12 (17)
X .15 (18)
(19)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE sloe AND RECHECK MAtH < <
(8)
(11)
(12)
(13)
(14)
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., -r n
:2~tB
C0~
C)O
2842.12)O-:n
, ::)~
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..J;....
1,382.29
OFFICI~SE ONLY
=:> ::0
c;r\ ::0 ron
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c::> CJ) 0
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2,842.12
1,382.29
1,459.83
1,459.83
65.69
65.69
Decedent"s Complete Address:
STREET ADDRESS
110 November Drive
CITY I STATE I ZIP
Camp Rill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
65.69
$0.00
$0.00
$0.00
Total Credits (A + 8 + C) (2)
3.
InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( D + E) (3)
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 (4)
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
15.11
0.00
15.11
4.
0.00
80.80
0.00
80.80
5.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................ ..... .................... .... ...................... 0 [R]
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 lRl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 [X]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
DATE
'() . ". 0(,'
ADDRESS
ATIVE
OR 45218
DATE
/I-/~ . J
ADDRESS
PA 17108-1004
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. S9116 (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. S9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child 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. s9116(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. 99116(1.2) [72 P.S. 99116(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. s9116(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.
REV-15q8 EX + (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
c"OMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Webber. Carol. M
FILE NUMBER
21 01
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
1086
ITEM
NUMBER
I.
DESCRIPTION
Commonwealth of P A, Department of Treasury, Bureau of Unclaimed Property
Office of the Budget (uncashed checks)
VALUE AT DATE
OF DEATH
2,720.84
2.
Commonwealth ofPA, Department of Treasury, Bureau of Unclaimed Property
Office of the Budget (expense check)
121.28
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,842.12
REV.1511 EX + (12-99)
..
dJMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Webber Carol. M
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
Debts of decedent must be reported on Schedule I.
21
01
1086
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
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 Butler Law Finn 820.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Additional Probate 75.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. Cumberland County Register of Wills - Filing Fee 30.00
8. Pennsylvania Unclaimed Property - 15% Finder's Fee 408.13
9. Pennsylvania Unclaimed Property - 15% Finder's Fee 18.19
10. Unishippers - Overnight Mail 22.97
11. Cumberland County Register of Wills - Additional Short Certificates 8.00
TOTAL (Also enter on line 9, Recapitulation) $ 1,382.29
(If more space is needed, insert additional sheets of the same size)
REV_1513.EX.'_
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Webber Carol M
SCHEDULE J
BENEFICIARIES
FilE NUMBER
21 01
RELATIONSHIP TO DECEDENT
Do ~ ot list Trustee(s)
NUMBER
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1.
Ray Allison Webber, IV
#13 Imbler Drive
Cincinnati, OR 45218-1128
Son
10R6
AMOUNT OR SHARE
OF ESTATE
rest, residue and remainder
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1! I AS APPROPRIA TE, ON REV-1500 COVER SHEET
n. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS ~ OT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I.
i
TOTAL OF PART II - ENTER TOT AL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1 ~O COVER SHEET
(If more space is needed, insert additional sheets of the same size)
$
OCT-02-2001 09:27
WPS BLDGS & GROUNDS
513 634 6997
P.03/03
. W"'5",~I;TON OFFI~(:
'714 LOIilOWClIlTll Ihe>co,
WASHINGTON, DC 20615
12021225.6406
TOM RIDGE
21 ST DISTRICT, PI!NNSYLIIANIA
~ongrtss of tbt Wnlttb 6tates
~OU~t of l\tprt~tntatibt~ i
iIIaJb(ngton, mot 20515
DI!lT,,/C'1' OFFlCE!!'
108 FEDERAL OFFICE BLDG.
ERIE, PA 16501
{81.145~2038
eQMMITTEES;
BANKING, FINANCE
AND URBAN AFFAIRS
VETERANS' AFFAIRS
POST OFFICE AND
CIVIl. SERVICE
305 CHESTNUT STREET
M'^PYI~~r, PA 16336
(814) 724_8414
g 1 ~An SUTE STREET
SMARON. PA 1614 6
(412,981-8440
LAST WILL AND TESTAMENT
OF
CAROL M. WEBBER
I. CAROL M. WEBBER. of the Township of West Salem~ Greenville. Mercer
County, Pennsylvania, being of sound and disposing mind memory and understanding,
do make, publish and declare this to be my Last Will ant Testament. hereby revoking
any and all Wills by me heretotore made. I
lTEM I. I direct that all my just debts tnd funeral expenses be
I
paid as soon after my decease as may be found convenient.
ITEM II. I give, devise and bequeath my e,t1re estate. both real and
personal, and wheresoever situate to my son, RAY ALLISO~ WEBBER, IV.
!
I
I
ITEM III. I hereby' name, constitute and ap*Oint RAY A. WEBBER, III to
be the Executor ot this, my Last Will and Testament, to serve without bond being
required of him. In the event he is unable to serve in said capacity, I then name.
constitute and appoint ROSEMARY BROTHERTON to act as CotExecutrix.o a~so to $erve
I
without bond be1ng required of her. I
day of
July
IN WITNESS WHEREOF, I.have hereunto set my ~and and s~al this 19th
I
o I
. a1%~~A' .(~/5EAL)
~ 1989.
I
This instrument, consisting of one (1) typ~ritten page, signed, sealed.
puhlished and declared by the above named Testatrix as' and for her Last Will and
Testament, in the presence of us, who at her request. . and in her presence and in
the pr ence of each other, have hereunto subscribed our names as witnesses.
.~~#!~~.
OCT-02-2001 09:26
WPS BLDGS & GROUNDS
513 634 6997 P.02/03
AFFIDAVIT OF WITNESS
WE, Carol M. Webber, Gina Rapovy and Shar TI M. Ference
the Testatri~ and the ~itne55es respectiv~lY5 whose
s are signed to the attached
that she signed willingly (or willingly directed
by decla~e to the undersigned
or foregoing instru~ent, being first duly sworn, do
authority that the Testatrix signed and executed
trument as her Last Will and
to sign fo~ h~r,)and that
she exe~uted it as her free and voluntary act for the p rposes therein expressed,
and that ~~ch of the witnesses, in the presence and hea ing of the Testatrix, signed
the Will as witnesses that to the best of our knowledge the Testatrix was at that
time eighteen (18) years of age or older, of sound mind and under no constraint or
undue influence.
Testat):"ix
Witness
Witness
subscribed and sworn to before me by
Subscribed, swo~~ to and acknowledged beforf me by the Testatrix and
i
I
I
Gina Ranovv
and
Sharon M. Ference
, witnesses, ~his 19 th day of
.r 1I1 Y
1989.
NOTARIAl. SEAL
~VERNE'HOF/US. Notary PubRe
Sharon. Merclr Cour.'iy, Pa.
My CQlJllrMssiOO Expir.. June", 1.
-
SUPPLEMENTAL
Register of Wills of CUMBERLAND County, Pennsylvania
INVENTORY
Estate of Carol M. Webber
No.21
01
1086
also known as
Date of beath 9/16/01
Social ecurity No. 203-30-1682
, Deceased
Personal Representative(s) of the above Estate, deceased. verify that the items appearing in th following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvani of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Deced nt's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memora dum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. IfWe understand that fal e statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: Benjamin J. Butler
1.0. No.: 81948
Address: 500 N. Third Street, P.O. Box 1004
Date
to . 2~- o~
Harrisburg
PA 17108-1004
Telephone: (717) 236-1485
Description
Cash, Bank Deposits, & Misc. Personal Property
Value
Commonwealth ofPA, Department of Treasury, Bureau of Unclaimed Property
Office of the Budget (uncashed checks)
Commonwealth ofPA, Department of Treasury, Bureau of Unclaimed Property
Office of the Budget (expense check)
o
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to-o
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:-rJ)>r-
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Total
(Attach Additional Sheets if necessary)
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2,720.84
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2,842.12
~OTE: The Memorandu~ of real estate outside the Commonwealth of Pennsylvania ay. at the election of the personal representative,
Include the value of each Item. but such figures should not be extended into the total of the Inventory.
RW-4
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
I
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BUTLER BENJAMIN J
500 NORTH FRONT STREET
12TH FLOOR
HARRISBURG, PA 171081-1004
_n_____ lold
;
ESTATE INFORMATION: SSN: 203-30-1682
i
FILE NUMBER: 2101-1086
DECEDENT NAME: WEeBER CAROL M
DATE OF PAYMENT: 11/03/2006
POSTMARK DATE: 11/01/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 09/16/2001
TOTAL AMOUNT P
REMARKS:
CHECK#1034
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
NO. cD 007390
ACN
SSESSMENT AMOUNT
CONTROL
NUMBER
--------
101 I I $80.80
I
I I
I
I
I
I
I
I
AID: $80.80
GLENDA FAR -JE R STRASBAUGH
REGISTER OF W ILLS
A
!
i
I
I
I
I
I
I
Ronald D. Butler
Jana Butler Toole
Benjamin J. Butler
I~ L; T L E R L:\ \\1 FIR l'vl
500 North Third Street
Twelfth Floor
Harrisburg, PA 17101
Mailing Address:
Post Office Box 1004
Harrisburg, P A 171 08.1 004
November 1, 2006
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Carol M. Webber
No. 2001-01086
PA No. 21-01-1086
Dear Sir or Madam:
Tel: 717.236.1485
Fax: 717.236.7777
lawyers@butlerlawfirm.com
I have enclosed two originals and one copy of a Supplemental! Pennsylvania Inh ritance
Tax return and an original and one copy of a Supplemental Inventory for the ab ve
referenced estate. I have also enclosed a check for inheritance tax in the amoun of $80.80
and a check for filing fees in the amount of$30.00. Please cl~ck in the enclose copies and
return them to me in the enclosed self-addressed stamped envelope. ~
t;:;)
0"\
Z
C
<:
,
w
Your attention to this matter is appreciated.
Benjamin J. Butler
BJB/mot
Enclosures
cc: Ray Allison Webber, IV
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 17128-0&01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-,~ (.U~ijE.RITANCE TAX
~:1\ATEHENT OF ACCOUNT
,
*'
REV-l&07 EX AFP (03-05)
BENJAMIN J BUTLER
500 N THIRD STREET
PO BOX 1004
HARRISBURG
2001 JM\ -8 Pt~ 2: 51
CLE.R.< OF
, 'j'r'\ (\('\ lG'T
ODDU!...\,\ >'....\.)\_' II
I II i ,: 'j "..' _'-"-
C1 )\1' ' .
l',
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-26-2006
WEBBER
09-16-2001
21 01-1086
CUMBERLAND
101
CAROL
M
Amount Remitted
1
PA 17108
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
CUT ALONG THIS LINE
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
REV-1607 EX AFP (03-05)
---------------------------------------------------------------------------
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
ESTATE OF WEBBER
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
CAROL
M FILE NO. 21 01-1086
ACN 101
DATE 12-26-2006
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: 12-26-2006
PAYMENTS (TAX CREDITS):
PRINCIPAL TAX DUE: 1,986.60
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-17-2002 CDOO1299 .00 1,920.91
11-01-2006 CD007390 15.11- 80.80
12-26-2006 SBADJUST .00 .40
TOTAL TAX CREDIT 1,986.60
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" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0&01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"'';''--''\'.G''rrr'\lfO'fIi:E OF INHERITANCE TAX
:(1, 'v '~~lp~.Ais'EMENT, ALLOWANCE OR DISALLOWANCE
'OF jjEDU~TIONS AND ASSESSMENT OF TAX
'*
DATE 01-02-2007
ESTATE OF WEBBER CAROL M
DATE OF DEATH 09-16-2001
FILE NUMBER 21 01-1086
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-03-2007
( See reverse side under Ohjections)
A.ount Re.itted/ I
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-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEBBER CAROL M FILE NO. 21 01-1086 ACN 101 DATE 01-02-2007
2007 JAN -8 Pt1 2: 5/
REV-1547 EX AFP (0&-05)
CLER!< OF
ORf"'Wi\\j'(' ,r,('IIRT
r'l :r\l\ '-.; \...../\..,1 '..) I
BENJAMIN J BUTLERCly/r:,,~,
500 N THIRD STREET
PO BOX 1004
HARRISBURG PA 17108
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL 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 Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
.00
.00
2,842.12
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
2,842.12
(9)
(10)
1,382.29
NOTE:
.00
(11)
(12)
(13)
(14)
1.3B??9
1,459.83
.00
44,146.74
T
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TS:
A NT
DATE
06-17-2002
11- 01-2006
12-26-2006
(15)
(16)
(17)
(18)
.00
44,146.74
.00
.00
X 00
X 045 =
X 12 =
X 15 =
(19)=
.00
1,986.60
.00
.00
1,986.60
C IP
NUMBER
CD001299
CD007390
SBADJUST
AMOUNT PAID
1,920.91
80.80
.40
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,986.60
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE U
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.