HomeMy WebLinkAbout01-1127
PETITION FOR PROBATE and GRANT OF LETTERS
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John E. Weills
Estate of
also known as
No.
To:
Register of Wills for the
. Deceased. County of CUJ11berland in the
Social Security No. 1 Rn-l 0- 9Rn 7 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut TIX
in the last will of the above decedent, dated 'May 13, 1988
and codicill[s) dated
(/
named
, 19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland COjlntyYenn.sYlxaoia, with
h is last family or principal residence at 1 E. Locust St., fuola, 'PA l7uL~
elts-f pe.n.t1~'{~ .,-w.
(list street, number and muncipality)
Decendent th~n 90 Yl::ars.of age, die.d NoveIPher 28 ~ 2001
at Holy 'Splnt HospItal, ~Oj N. lIst ~t., Lamp t1111, FA 17011'
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 45,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 50,000.00
situated as follows:
1 E. Locust St., Enola, PA 1 /OL~
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
theron.
(testamentary; administration c. La.; administration d.b.n.c.t.a.)
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Barbara E. Palmer
1620 S. River Rd., Halifax, PA 17032
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1.- ss
COUNTY OF Cumberland J
Sworn to or
before me this
~DEC MB
RY C
)'1- dlo- 1
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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affirmed and
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No ~1 - 01 - 1 P7
.
Estate of
John E. Weills
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW DECEMBER 1? , ~ij ?001, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that the instrument(s) dated 'May B, 19RR
described therein be. admjtted_ to probate and filed of record as the last will of
JOhn b. Wenls
and Letters Testamentary
are hereby granted to Barbara E. Palrrer
, MARY 5 JEW S
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ADDRESS
FEES
Probate, Letters, Etc. .........
Short Certificates( 1 j). . . . . . . . . .
Renunciation
X-Pages
JCP
$ 200.00
$
$
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TOTAL _ $ ?S9.00
Filed ... .Q~~~!l!~~!". .1. ~ L ?'QQ:. . . . . . . . . . .
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(717) 236- 8000
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LAST WILL AND TESTAMENT
OF
JOHN E. WEILLS
I, John E. Weills of Enola, PA, being of sound mind,
memory and understanding, do make and publish this, my Last
Will and Testament, hereby revoking all wills and codicils
by me at: any time heretofore made.
ITEM 1:
I direct my Executrix hereinafter named, to
pay the expenses of my last illness and funeral expenses
from the property passing under this Will as an expense and
cost of administering my estate.
ITEM 2:
All expenses of administering my estate and
all inheritance, estate and succession taxes, including
interest: and penal ties payable by reason of my death, which
may be assessed or imposed with respect to my estate, or any
part thereof, wheresoever situate, whether or not passing
under my Will, including the taxable value of all policies
of insurance on my life and of all transfers, powers, rights
or interests includible in my estate for the purposes of
such taxes and duties, shall be paid out of my residuary
estate as an expense of administering and with
apportionment, and shall not be prorated or charged against
any other gifts in this Will or against property not passing
under this Will.
- 1 of 7 ~ t.:. ~J~
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ITEM 3:
In the event that, at the time of my death, I
am joini: owner, co-owner, or owner of any real estate, bank.
account, government bond, security or instrument of
indebtedness (whether issued by a private corporation, a
government, a governmental agency, or an individual) or any
similar property which is registered or issued in my name
and thai: of another person or persons as tenants by the
entirety or as joint tenants with right of survivorship, or
which is shown in writing to be payable to either the
co-owner or named survivor on my death, I give, bequeath,
and devise, absolutely and forever, all my right, title and
interesi: in any such property to the surviving joint owner
or co-owner thereof or to the other survivor apparently
entitled thereto upon my death. It is my understanding that
my righi:, title and interest in any such property will, by
operation of law upon my death, vest or pass to such
surviving joint owner or co-owner thereof or to the other
survivors apparently entitled thereto. Nevertheless, I make
these provisions in order to eliminate any doubt or question
as to the right of any such surviving joint owner or
co-owner or other person apparently entitled thereto to
succeed to full possession and ownership of such property
upon my death, and to provide for the possible contingency
of an ineffective attempt to create a joint tenancy or
estate by the entirety.
- 2 of 7 i~ C /U-/~~
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ITEM 4:
I give, devise and bequeath my entire estate,
real, personal and mixed and whatsoever nature and kind and
wheresoever situate, and any inheritance to which I may be
entitled to Barbara E. and Brian E. Palmer as Trustees for
my wife Gladys I. Weills, if my wife so survives me by 30
days. Said Trust is to be distributed in accordance with
the terms as set forth in this my Last Will and Testament.
If my wife does not so survive me by 30 days,
I give, devise and bequeath my entire estate to Barbara E.
Palmer and her husband Brian E. Palmer or their survivors.
ITEM 5:
The assets distributed or payable to my
Trustees, hereinafter named, as a result of my death
including, but not by way of limitation, assets received as
part of my Residue, proceeds of life insurance policies, and
proceeds of employee benefit plans, shall be administered by
my Trust:ees in accordance with this Item 5.
If my Trustees are the beneficiaries of any
life insurance policy on my life or the beneficiaries of any
qualified pension or profit sharing plan, the proceeds of
such policy or plan shall be treated by my Trustees as
though received as part of my Residue. These proceeds shall
not be subject, however, to debts and taxes to which they
otherwise would not be subject. Notwithstanding the
proceeding provisions of this Will, my Trustees shall
distribute the income and principal as follows:
- 3 of 7
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a.) The Trustees shall accumulate the net
income and to expend and apply so much of the net income,
accumulated income and principal of the Trust as the
Trustees in their absolute discretion deem advisable for the
health, support, maintenance, and welfare of my wife, or
during illness or emergency. It is my intent that
distributions under this paragraph be made so that my wife
may be maintained in the manner of living and in the station
of life to which she was accustomed at my death.
b.) My Trustees have the right to invade the
principal of the Trust in their sole and absolute discretion
for the purpose of any extraordinary expenses that may
arise.
c.) Neither the principal nor the income of
the Trust estate shall be liable for the debts of any
beneficiary hereof, nor shall the same be subject to seizure
or attachment by any creditor of any beneficiary under any
writ or proceeding at law or in equity, and no beneficiary
hereunder shall have any power to sell, assign, transfer,
encumber or in any other manner to anticipate or dispose of
the principal or income in the Trust estate produced
thereby..
ITgM 6:
The Trustees shall possess, among others, the
following powers:
- 4 of 7 ~ t. ~--",';.LI:6J
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a.) To vary or to retain investments, when
deemed desirable by the Trustee, and to invest in such
bonds, stocks, notes, real estate mortgages or securities or
in such other property, real or personal, as the Trustee
shall deem wise, without being restricted to so-called
"legal investments", and without being limited by any
statute or rule of law regarding investments by fiduciaries.
b.) To sell, either at public or private
sale and upon such terms and conditions as the Trustee may
deem advantageous to the Trust, any or all real or personal
estate or interests therein owned by the Trust severally or
in conjunction with other persons, and to consummate said
sale or sales by sufficient deeds or other instruments to
the purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without obligation or
liability of the purchaser or purchasers to see to the
application of the purchase money or to make inquiry into
the validity of said sale or sales; also, to make, execute,
acknowledge and deliver any and all deeds, assignments,
options: or other writings which may be necessary or
desirable in carrying out any of the powers conferred upon
the Tru.stee in this paragraph or elsewhere in this
instrument.
- 5 of 7
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c.) To mortgage real estate, and to make
leases of real estate extending beyond the terms of the
Trust hereunder.
d.) To borrow money from any part, including
the Trustees, to pay indebtedness of the Trust, and taxes,
and to assign and pledge assets of the Trust therefor.
e.) To pay all costs, taxes, expenses and
charges in connection with the administration of the Trust,
including a reasonable compensation to agents.
f.) In the discretion of the Trustee, to
unite with other owners of similar property in carrying out
any plans for the reorganization of any corporation or
company whose securities form a part of the Trust.
g.) To vote any shares of stock which form a
part of the trust.
h.) To assign to and hold in the Trust an
undivided portion of any asset.
i.) To do all other acts in their judgment
deemed necessary or desirable for the proper and
advantageous management investment and distribution of the
Trust.
j.) No bond shall be required by law and no
surety shall be required on the bond. My Trustees need not
account to any court in the exercise of any power or
discretion.
- 6 of 7
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k.) My Trustees shall be entitled to
reasonable compensation for services in administering and
distributing the Trust property, and to reimbursement for
expenses.
ITEM 7:
In the event any beneficiary and I die under
such circumstances that the order of our deaths cannot be
established by proof, it shall be conclusively determined
for all purposes of this Will that I survived the
beneficiary.
ITEM 8:
I hereby nominate, constitute and appoint
Barbara E. Palmer of Halifax, PA to be my Executrix of this
my Last Will and Testament.
ITEM 9:
I hereby nominate, constitute and appoint
Brian E. Palmer, of Halifax, PA to be my Contingent Executor
of this my Last Will and Testament.
ITEM 10: I hereby nominate, constitute and appoint
Barbara E. Palmer and Brian E. Palmer of Halifax, PA as
Trustees of any Trust created in this Will.
IN WITNESS WHEREOF, I have signed this Will on this
( 3 -rJ.{ day of '?YJA},#- J 9 R.?
have sigrned the foregoing six (6) pages of this Will which
For identification I
consists of seven (7) pages.
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TEST'ATOR
SIGNED, sealed, published and declared by John E.
Weills, the above-named Testator, as and for his Last Will
and Test.ament, in the presence of us, who, at his request,
in his presence and in the presence of each other, have
hereunto subscribed our
names as wit~e;~k Y!-
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COMMONWEALTH OF
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ACKNOWLEDGMENT 21/
PENNSYLVANIA
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55.
COUNTY OF DAUPHIN
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On this, the day of
/J\ I- (
, 1988,
before me, a Notary Public, the undersigned officer,
personally appeared John E. Weills, known to me (or
satisfactorily proven) to be the person whose name is
subscribed to the attached or foregoing instrument,
acknowledged that he signed and executed the instrument as
his Last. Will; that he signed it willingly; and that he
signed it as his free and voluntary act for the purposes
therein expressed.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
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AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF DAUPHIN
We, 1qll'J
the witnesses whose
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and /U. J; l( / ~ d t 2. e/,
names are subscribed to the attached or
foregoing instrument, being duly qualified according to law,
do depose and say that we were present and saw the Testator
sign and execute the instrument as his Last Will; that he
signed it willingly and that he executed it as his free and
voluntary act for the purposes therein expressed; that each
of us in the hearing and sight of the Testator signed the
Will as witnesses; and that to the best of our knowledge the
Testator was at that time 18 or more years of age, of sound
mind and under no constraint or undue influence.
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SWORN and subscribed to
before me, this 17 tt.-.day
of (111\ (.. i ' 1988.
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CERTIFICATION OF NOTICE UNDER RULE S.6(a)
Name of Decedent - John E. Weills
Date of Death - November 28, 2001
File No. - 2001-01127
PA File No. 21-01-1127
To the Register:
I certify that notice of beneficial interest 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 December 17, 2001:
Name
Address
Barbara E. Palmer
1620 s. River Rd.
Halifax, PA 17032
Brian E. Palmer
1620 S. River Rd.
Halifax, PA 17032
Notice has now been given to all persons entitled thereto under
Rule 5. 6 (a) .
C:;I
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Richard S. Friedman, Esquire
Friedm & King, P.C.
600 N. Second Street
Penthouse suite
P. O. Box 984
Harrisburg, PA 17108
(717) 236-8000
Date: Qj PMJ~,-, fl, 1kj{
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FRIEDMAN & KING, P. C.
ATTORNEYS AT LAW
600 N. SECOND ST.
FIFTH FLOOR
P.O. Box 984
HARRISBURG, PENNSYLVANIA 17108
(717) 236-6000
TELECOPIER No. (717) 236-6060
RICHARD S. FRIEDMAN
JOHN F. KINO
January 29, 2002
Cumberland County Register of Wills
Cumberland County Court House
1 Courthouse Square
Carlislej, PA 17013-3387
In re: Estate of John E. Weills
File No. 2001-01127
PA No. 21-01-1127
Dear sir or madam:
Enclosed herewith please find a check in the amount of
$4,000.00, which represents a prepayment towards taxes for the
above-captioned estate. Please forward a receipt in the enclosed
envelope.
Thank you.
Very truly yours,
~Y.J~.
Barbara E. Palmer,
Secretary
BEP/bep:corresaf\cumbregi.ltr
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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
RICHARD FRIEDMAN ESQUIRE
600 N SECOND STREET
PENTHOUSE SUITE PO BOX 984
HARRISBURG, PA 17108
n____u fold
ESTATE INFORMATION:: SSN: 186-10-9867
FILE NUMBER: 2101-1127
DECEDENT NAME: WEILLS JOHN E
DATE OF PAYMENT: 01/30/2002
POSTMARK DATE: 01/29/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 11/28/2001
NO. CD 000814
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,000.00
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TOTAL AMOUNT PAID:
REMARKS: BARBARA E PALMER
C/O RICHARD FRIEDMAN ESQ.
CHECK# 96
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$4,000.00
MARY C. LEWIS
REGISTER OF WILLS
FRIEDMAN & KING, P. C.
ATTORNEYS AT LAW
600 N. SECOND ST.
FIFTH FLOOR
P.O. Box 984
HARRISBURG. PENNSYLVANIA 17108
(717) 238-8000
TELECOPIER No. (717) 238-8080
RICHARD S. FRIEDMAN
JOHN F. KING
February 14, 2002
Cumberland County Register of Wills
Cumberland County Court House
1 Courthouse Square
Carlislel PA 17013-3387
In re: Estate of John E. Weills
File No. 2001-01127
PA No. 21-01-1127
Dear sir or madam:
Enclosed herewith for filing please find an original
and a copy of a Renunciation (Disclaimer of Interest). After
filing, please return the copy in the enclosed envelope.
Thank you.
,
V7c/~rs,
RIChard S. Friedman
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REGISTER OF WILLS
COUNTY OF CUMBERLAND, PENNSYLVANIA
In re: Estate of John E. Weills, deceased
File No. 2001-01127
PA File No. 21-01-1127
RENUNCIATION
(DISCLAIIUER OF INTEREST)
I, Brian E. Palmer, hereby renounce my interest in the
captioned estate.
share of the estate which was bequeathed to me in the above-
Date:
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Sworn and sUbscri~d to
befor me this ~ day
of~;(u..{\( ,2002.
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Notary Public J
Notarial Seal
l3ellnda A. Schory, Notary Public
Harrisburg, Dauphin COunty
My Commission Expires Apr. 27,2004
Member, Pennsylvama Association of Notaries
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FRIEDMAN & KING, P. C.
ATTORNEYS AT LAW
600 N. SECOND ST.
FIFTH FLOOR
P.O. Box 984
HARRISBURG. PENNSYLVANIA 17108
(717) 236-8000
TELECOPIER No. (717) 236-8080
RICHARD S. FRIEDMAN
JOHN F. KINO
August 26, 2002
Cumberland County Register of Wills
Cumberland County Court House
1 Courthouse Square
Carlisle, PA 17013-3387
In re: Estate of John E. Weills
File No. 2001-01127
PA No. 21-01-1127
Dear sir or madam:
Enclosed herewith for filing please find an original
and two (2) copies of the Inheritance Tax Return for the above-
captioned estate. I have enclosed a check in the amount of
$10.00 to cover the cost of filing. After filing, please return
the copy in the enclosed envelope.
Thank you.
ours,
RSF/bp:corresaf\cumbregi.ltr
R'
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FILE NUMBER
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COUNTY CODE
YEAR
NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Weil1s, John E.
DATE OF DEATH (MM-DD.YEAR)
11-28-01
SOCIAL SECURITY NUMBER
186 - 10
9867
DATE OF BIRTH (MM-DD-YEAR)
2-1-11
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, ANO MIDDLE INITIAL)
~1.0riginaIRelurn
o 4. Limited Estate
~ 6. Decedent Died Testate (Attach copy alWill)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of Trust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1.1.95)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
1 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AtlachSch0)
NAME Richard S. Friedman, Esquire
FIRM NAME (If Applicable) Friedman & King, P. C.
TELEPHONE NUMBER
COMPWE ~~ILI~"o'jgDW~
Harrisburg, PA 17108
OFFICIAL US'E ONLY
1
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x .0 (15)
x .~. 5% (16) 3,243.52
x .12 (17)
x .15 (1B)
(19)
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(717) 236-8000
73,976.18
(11) 1,898.06
(12) 72,078.12
(13) -0-
(14) 72,07R.12
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1) -0-
(2) 330.00
(3) -0-
(4) -0-
(5) 30,790.n5
(6) 42,856.13
(7) -0-
(B)
(9) 1,477.29
(10) 420.77
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. )nter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (Iolal Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12 Net Value of Estate (Line 8 minus Line 11)
13. Charitable and 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)
16. Amount of Line 14taxabJe at lineal rate
$72,078.12
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19 Tax Due
20. KJ\I
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS 1 ,
1 E. Locust Street
CITY Enola I STATE PA I ZIP 17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
3,243.52
$4,000.00
200.00
Total Credits (A+ B + C)
(2)
4,200.00
3,
InteresUPenalty if applicable
D. Interest
E. Penalty
(3)
(4)
(5)
(5A)
(5B)
-0-
4.
TotallnteresUPenalty ( D + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference, This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
-0-
956.48
5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B, Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes
.0
o
............0
o
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;................ .................
b. retain the right to designate who shall use the property transferred or its income; ...........
c. retain a reversionary interest; or... ................
d. receive the promise for life of either payments, benefits or care? ................... .................. .
2, If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .. .. .............................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......
4. Did decedent own an Individual Retirement Accgunt, annuity, or other non-probate property which
contains a beneficiary designation? ..... .. ................
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No
IXJC
III
III
III
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.........0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, al'ld to the best of my knowledge and belief, it is true, correct
and complete
Declaration of preparer other than the personal representative is based on all infonnatiol'l of which preparer has any knowledge
ESS ar ar1i ner, ecutrlx
1620 S. River Rd., Halifax, PA 17032
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
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ADDRESS Jdc'ha I d 5. ITl e , ill re
600 N, Second St" 5th Floor, Harrisburg, PA 17101
DATE
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. 99116 (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, 99116 (a) (1,1) (ii)],
The statute does not exemDt 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 01 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. 99116(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, 99116(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.
'fEV.15:l3 EJ\+ (1.97i
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SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
John E. Weil1s
FILE NUMBER
21-01 1127
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Prudential Common Stock - 12 shares
($27.50 x 12 ; $330.00)
$330.00
TOTAL (Also enfer on line 2, Recapitulation) $ 330.00
(If more space is needed, insert additional sheets of the same size)
-
R..~1508EX.(lm _~
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COMMONWEALTH OF PENNSYLVANIA
INHfRlTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Jolm E. Weills
FILE NUMBER
21-01 1127
Include the Proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
DESCRIPTION
A11first Checking Account (Acct. #0089468287)
p.'T' ~ T Refund
VALUE AT DATE
OF DEATH
25,627.87
3.02
14 Karat lVhite Gold Watch (see attached appraisal)
Yellow \~ld Pocket Watch (see attached appraisal)
Yellow \Dld Lady's Pendant Watch (see attached appraisal)
1995 Buick Century (see copy of Kelley Blue Book Trade-In Report)
1l0.00
35.00
80.00
2,845.00
301.16
212.00
Sico Oil Co. Refund
HOJreowners I Refund
Various Coins (see attached appraisal)
Pi ve (5) rings and one (1) gold locket (see attached appraisal)
190.00
451. 00
~tiscellaneous household items (see attached inventory)
935.00
TOTAL (Also enter on line 5, Recapitulation) $ 30,790.05
(If more space IS needed, Insert additional sheets of the same Size)
REV.150SEX+(1-91)
'*
SCHEDULE F
JOINTL Y.OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
John E. Weills
FilE NUMBER
21-01 1127
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
RELATIONSHIP TO DECEDENT
A. Barbara E. Palmer
1620 S. River Rd.
Halifax, PA 17032
Granddaughter
B.
c.
JOINTLY -OWNED PROPERTY:
ITEM
NUMBER
LETTER DATE
FOR JOINT MADE
TENANT JOINT
DESCRIPTION OF PROPERTY
Include name of financial institution and bank account number or similar identifying number. AlIa:h
deed for jointly-held real estate.
DATE OF DEATH
VALUE OF ASSET
%OF
DECO'S
INTEREST
DATE OF DEATH
VALUE OF
DECEDENTS INTEREST
1.
A. ~1/4/9
Premises situate - 1 E. Locust St.,
Eno1a, PA 17025 (copy of Deed and
Settlement Statement is attached)
$49,534.76
50%
$24,767.38
2.
A. 1/8/9t
Allfirst Savings Account
(Acct. #87005700449951)
$36,177.50
50%
$18,088.75
TOTAL (Also enter on line 6, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
42,856.13
REV-1511EX'(1-97)
.
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
JOM E. Weills
FILE NUMBER
21-01 ll27
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. Prepaid
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Socia! Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year{s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedenfs address is not the same as ctaimanfs, attach explanation)
Claimant
Street Address
City State lip
Relationship of Claimant to Decedent
4. Probate Fees 259.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. - 17. See Attached 1,218.29
TOTAL (Also enter on line 9, Recapitulation) $ 1 477.29
(If more space is needed, Insert additional sheets of the same size)
SCHEDULE H
Estate of
John E. Weills
File No. 21-01 1127
7. Cumberland Law Journal (advertising)
$ 75.00
61.43
71.07
81.66
399.00
175.50
8. The Sentinel (advertising)
9. PAWC (water bills)
10. PPL Utilities
11. SICO Oil (budget payments)
12. East pennsboro Twp. (sewer & trash)
13. Alicia D. Stine, Treasurer
(2002 Real Estate Taxes)
169.53
14. Henderson & Co. Jewelers, Inc.
(appraisal of 3 watches)
70.00
15. Henderson & Co. Jewelers, Inc.
(appraisal of rings and necklace)
40.00
16. Verizon
11.50
17. Penn Pest, Inc. (termite renewal)
63.60
TOTAL
$1,218.29
.
RPJ-1512 EX'{I-9;' r~
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CO,\1MONWEAL TH OF PENNSYLVANIA
INHERiTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Jam E. Weills
FILE NUMBER
21-01 ll27
Include unreimbursed medical expenses.
ITEM
NUMBER
1. Vascular Associates
DESCRIPTION
AMOUNT
$ 6.86
65.66
57.00
197.74
2.97
14.43
38.82
9.64
16.00
7.89
3.76
2. PPL Utilities
3. SIca Oil (budget paYJrent)
4. AAA Financial Services (credit card)
5. AT& T
6. PAWC (water bill)
7. l.:offitt He~yt & Vascular Group
8. Scott D. ~fueller, M.D.
9. Harrisburg Dennatology Center
10. Comcast Cable
11. Bennett (hotiner, M.D.
TOTAL (Also enteron line 10, Recapitulation) $ 420.77
(If more space IS needed, Insert addlllonalsheels of the same size)
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. Barbara E. Pa1rrer Granddaughter 100%
1620 S. River Rd.
Halifax, PA 17032
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE 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.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
IlEV.""H.x'('-97)._~
-
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jolm E. Weills
SCHEDULE J
BENEFICIARIES
I
FILE NUMBER
21-01 llZ?
(If more space is needed, Insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
JOHN E. WEILLS
I, John E. Weills of Enola, PA, being of sound mind,
memory and understanding, do make and publish this, my Last
Will and Testament, hereby revoking all wills and codicils
by me at any time heretofore made.
ITEM 1:
I direct my Executrix hereinafter named, to
pay the expenses of my last illness and funeral expenses
from the property passing under this Will as an expense and
cost of administering my estate.
ITEM 2:
All expenses of administering my estate and
all inheritance, estate and succession taxes, including
interest and penalties payable by reason of my death, which
may be assessed or imposed with respect to my estate, or any
part thereof, wheresoever situate, whether or not passing
under my Will, including the taxable value of all policies
of insurance on my life and of all transfers, powers, rights
or interests includible in my estate for the purposes of
such taxes and duties, shall be paid out of my residuary
estate as an expense of administering and with
apportionment, and shall not be prorated or charged against
any other gifts in this will or against property not passing
under this Will.
- 1 of 7
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ITEM 3:
In the event that, at the time of my death, I
am joint owner, co-owner, or owner of any real estate, bank
account, government bond, security or instrument of
indebtedness (whether issued by a private corporation, a
government, a governmental agency, or an individual) or any
similar property which is registered or issued in my name
and that of another person or persons as tenants by the
entirety or as joint tenants with right of survivorship, or
which is shown in writing to be payable to either the
co-owner or named survivor on my death, I give, bequeath,
and devise, absolutely and forever, all my right, title and
interest in any such property to the surviving joint owner
or co-owner thereof or to the other survivor apparently
entitled thereto upon my death. It is my understanding that
my right, title and interest in any such property will, by
operation of law upon my death, vest or pass to such
surviving joint owner or co-owner thereof or to the other
survivors apparently entitled thereto. Nevertheless, I make
these provisions in order to eliminate any doubt or question
as to the right of any such surviving joint owner or
co-owner or other person apparently entitled thereto to
succeed to full possession and ownership of such property
upon my death, and to provide for the possible contingency
of an ineffective attempt to create a joint tenancy or
estate by the entirety.
- 2 of 7
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ITEM 4:
I give, devise and bequeath my entire estate,
real, personal and mixed and whatsoever nature and kind and
wheresoever situate, and any inheritance to which I may be
entitled to Barbara E. and Brian E. Palmer as Trustees for
my wife Gladys I. Weills, if my wife so survives me by 30
days. Said Trust is to be distributed in accordance with
the terms as set forth in this my Last Will and Testament.
If my wife does not so survive me by 30 days,
I give, devise and bequeath my entire estate to Barbara E.
Palmer and her husband Brian E. Palmer or their survivors.
ITEM 5:
The assets distributed or payable to my
Trustees, hereinafter named, as a result of my death
including, but not by way of limitation, assets received as
part of my Residue, proceeds of life insurance policies, and
proceeds of employee benefit plans, shall be administered by
my Trustees in accordance with this Item 5.
If my Trustees are the beneficiaries of any
life insurance policy on my life or the beneficiaries of any
qualified pension or profit sharing plan, the proceeds of
such policy or plan shall be treated by my Trustees as
though received as part of my Residue. These proceeds shall
not be subject, however, to debts and taxes to which they
otherwise would not be subject. Notwithstanding the
proceeding provisions of this Will, my Trustees shall
distribute the income and principal as follows:
- 3 of 7
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a.) The Trustees shall accumulate the net
income and to expend and apply so much of the net income,
accumulated income and principal of the Trust as the
Trustees in their absolute discretion deem advisable for the
health, support, maintenance, and welfare of my wife, or
during illness or emergency. It is my intent that
distributions under this paragraph be made so that my wife
may be maintained in the manner of living and in the station
of life to which she was accustomed at my death.
b.l My Trustees have the right to invade the
principal of the Trust in their sole and absolute discretion
for the purpose of any extraordinary expenses that may
arise.
c.) Neither the principal nor the income of
the Trust estate shall be liable for the debts of any
beneficiary hereof, nor shall the same be subject to seizure
or attachment by any creditor of any beneficiary under any
writ or proceeding at law or in equity, and no beneficiary
hereunder shall have any power to sell, assign, transfer,
encumber or in any other manner to anticipate or dispose of
the principal or income in the Trust estate produced
thereby.
ITEM 6:
The Trustees shall possess, among others, the
following powers:
- 4 of 7
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a.) To vary or to retain investments, when
deemed desirable by the Trustee, and to invest in such
bonds, stocks, notes, real estate mortgages or securities or
in such other property, real or personal, as the Trustee
shall deem wise, without being restricted to so-called
"legal investments", and without being'limited by any
statute or rule of law regarding investments by fiduciaries.
b.) To sell, either at public or private
sale and upon such terms and conditions as the Trustee may
deem advantageous to the Trust, any or all real or personal
estate or interests therein owned by the Trust severally or
in conjunction with other persons, and to consummate said
sale or sales by sufficient deeds or other instruments to
the purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without Obligation or
liability of the purchaser or purchasers to see to the
application of the purchase money or to make inquiry into
the validity of said sale or sales; also, to make, execute,
acknowledge and deliver any and all deeds, assignments,
options or other writings which may be necessary or
desirable in carrying out any of the powers conferred upon
the Trustee in this paragraph or elsewhere in this
instrument.
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- 5 of 7
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c.) To mortgage real estate, and to make
leases of real estate extending beyond the terms of the
Trust hereunder.
d.) To borrow money from any part, including
the Trustees, to pay indebtedness of the Trust, and taxes,
and to assign and pledge assets of the Trust therefor.
e.) To pay all costs, taxes, expenses and
charges in connection with the administration of the Trust,
including a reasonable compensation to agents.
f.) In the discretion of the Trustee, to
unite with other owners of similar property in carrying out
any plans for the reorganization of any corporation or
company whose securities form a part of the Trust.
g.) To vote any shares of stock which form a
part of the trust.
h.) To assign to and hold in the Trust an
undivided portion of any asset.
i.l To do all other acts in their judgment
deemed necessary or desirable for the proper and
advantageous management investment and distribution of the
Trust.
j.) No bond shall be required by law and no
surety shall be required on the bond. My Trustees need not
account to any court in the exercise of any power or
discretion.
- 6 of 7
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k.) My Trustees shall be entitled to
reasonable compensation for services in administering and
distributing the Trust property, and to reimbursement for
expenses.
ITEM 7:
In the event any beneficiary and I die under
such circumstances that the order of our deaths cannot be
established by proof, it shall be conclusively determined
for all purposes of this will that I survived the
beneficiary.
ITEM 8:
I hereby nominate, constitute and appoint
Barbara E. Palmer of Halifax, PA to be my Executrix of this
my Last will and Testament.
ITEM 9:
I hereby nominate, constitute and appoint
Brian E. Palmer, of Halifax, PA to be my Contingent Executor
of this my Last Will and Testament.
ITEM 10: I hereby nominate, constitute and appoint
Barbara E. Palmer and Brian E. Palmer of Halifax, PA as
Trustees of any Trust created in this Will.
IN WITNESS WHEREOF, I have signed this Will on this
( 3 -r/-l day of
'i'Y!4&".-
foregoing six
IQX'.f'
For identification I
have signed the
(6) pages of this Will which
consists of seven (7) pages.
fh~;:~ S '-P/.-G.'~
TESTATOR
SIGNED, sealed, published and declared by John E.
Weills, the above-named Testator, as and for his Last Will
and Testament, in the presence of us, who, at his request,
in his presence and in the presence of each other, have
hereunto subscribed our
~~( 1f0~f;ur-1
names as wi t~e~~~tu~ VI-
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ACKNOWLEDGMENT 0/ I
COMMONWEALTH OF PENNSYLVANIA
5S.
COUNTY OF DAUPHIN
On this, the
11~
day of
/vt(
, 1988,
before me, a Notary Public, the undersigned officer,
personally appeared John E. Weills, known to me (or
satisfactorily proven) to be the person whose name is
subscribed to the attached or foregoing instrument,
acknowledged that he signed and executed the instrument as
his Last Will; that he signed it willingly; and that he
signed it as his free and vOluntary act for the purposes
therein expressed.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
J{/L
Public
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AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF DAUPHIN
We, ~ II.J
the witnesses whose
RuOiJ
I I
names are subscribed to the attached or
J ,
and
Jl). J:l/ /"",<-1 -hv
,
foregoing instrument, being duly qualified according to law,
do depose and say that we were present and saw the Testator
sign and execute the instrument as his Last Will; that he
signed it willingly and that he executed it as his free and
voluntary act for the purposes therein expressed; that each
of us in the hearing and sight of the Testator signed the
will as witnesses; and that to the best of our knowledge the
Testator was at that time 18 or more years of age, of sound
mind and under no constraint or undue influence.
flK'(Jd;iJfLI-p
WITNESS
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WITNESS'
SWORN and subscribed to
before me, this 17 ~day
of /'\<-i ' 1988.
~(~ / 1!1
I otary ~Ublic
KIMBERLY S. EeE::;::C:. '!C';R'( PUBLIC
My C:;:7,;7:'~3 l.:': ~; /:c: . . . IS. 1~~3
.i-4.;;r::.i .,;;.:~.;. r,~
;: c,;u;~ty
This estate jewelry appraisal was prepared by
Henderson & Co. Jewelers, Inc.
Windsor Park Shopping Center
Mechanicsburg, PA 17050
phone (717) 766-7771
For:
Estate of John Weills
c/o Barbara Palmer
1620 South River Road
Halifax, PA 17032
The appraisal was prepared February 13,2002
The price of gold was approximately $300.00 per ounce.
The following equipment was used in preparing this appraisal:
10 power eye loupe
Cooksey Shugart Publications
The appraiser was David A. Henderson, Gemo~ ~~~ /7
Gemological Institute of America, no. 3561 _ -=_ .~
G.I.A. grading terminology was used in preparing this appraisal~
This appraisal was prepared for estate purposes only.
The values given represent a fair price that the items could
be expected to bring in a reasonable time period if sale was
necessary to settle the estate. This is based on prices obtained
for similar items in our area at the time this appraisal was
prepared, or recent auction prices for similar items.
This appraisal does not represent an offer to buy, nor does
Henderson & Co. have any stake in these items.
.,
POCKET WATCH WITH CHAIN AND PEN KNIFE
This is a 14 Karat white gold filled case from Wadsworth Case
Company. The watch movement is a 17 jewel, model 912 movement,
open face 3/4 plate, double roller. The serial number is
3,313,525. The year of production was 1938.
Condition: excellent
This watch is in it's original box with warranty.
The bi-color gold filled chain is not original. The chain
is marked (made in 1926). The knife is sterling silver.
Watch case is engraved JAW. Knife is engraved LWS.
ESTATE VALUE ............................................ $11 0 . 00
-;
POCKET WATCH
Illinois Watch Company watch in a leverset yellow gold filled
hunting case (closed cover). The eleven jewel movement (serial
number 473,672) was made in 1883. This movement has a key-
wind style barrel arbor and stem set capability, it is know
as a transition model. The factory had leftover key wind arbors
when the models 2 & 3 (this is a model 3) were first produced.
Some of the early ones used left over parts.
Condition:
Case and Dial - good
Movement - broken hair spring
needs overhaul
ESTATE VALUE (as is) ....................................$35.00
~
LADY'S PENDANT WATCH
Closed cover (yellow gold filled) case pendant watch by Hampden
Watch Company. The serial number is 1,304,429. The watch
movement was produced in 1899 (originally sold for $12.00).
This is a Molly Stark model with 7 jewels - lever set, 000
size. Movement needs some work and overhaul.
The watch is on a yellow gold filled lady's pendant watch chain
with a 14K opal slide.
ESTATE VALUE............................................. $80. 00
Kelley Blue Book Used Car Values
~
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'1-=- ". ...,-:
, \.
. I .
.~-
Engine: V6 3.1 Liter
Trans: Automatic
Drive: Front Wheel Drive
Mileage: 43,601
Equipment
Air Conditioning
Power Steering
Power Windows
Power Door Locks
Tilt Wheel
Cruise Control
AM/FM Stereo
Cassette
ABS (4-Wheel)
Dual Power Seats
Consumer Rated Condition:
Good
"Good" condition means that the vehicle is free of any major defects. The paint,
body and interior have only minor (if any) blemishes, and there are no major
mechanical problems. In states where rust is a problem, this should be very
minimal, and a deduction should be made to correct it. The tires match and
have substantial tread wear left. A clean title historv is assumed. A "good"
vehicle will need some reconditioning to be sold at retail; however major
reconditioning should be deducted from the value. Most recent model cars
owned by consumers fall into this category.
Trade-In Value
$2,845
Trade-in value represents what you might expect to receive from a dealer for
this consumer owned vehicle. Keep in mind that the dealer must then absorb
the cost of making the vehicle ready for sale, advertising, sales commissions,
arranging financing and insurance and standing behind the vehicle for any
mechanical or safety problems.
http://www.kbb.comlkblki.dll/kw .kc. ur?kbb;066670&;t&278;Buick; I 995%20CentUly&8;BU;E I 71 II 102
~
HARTMAN'S RARE COINS & BULLION
48 Kline Village. Harrisburg, PA 17104
(717) 238-9184
Home Phone (717) 285-2136 For Evening Appointments
ANA, PeGS, Noe, RRCC & eee
August 15, 2002
ATTN:
Barbara E. Palmer
Rv.
..'-J.
Coinage as submitted -
ESTATE OF (JOHN E. T'-ffiIIJ_","S
90% Silver coin; FACE AMT.
11 ~_1 11
s;ln.50
4.25
dimes
$55 .00
12.00
(Barber coinage thru Hoosevelts
grades A/g to G; no rare dates)
In V-Nickels I'< Buffalo Nicles
(Cull and no dates to Fine)
2 - 1924 Peace Dollars, VF
9 - VAR. DATES M011GAN Dollars,
2.00
VG/VF
12.'"0
60.00
3.00
'[li1li.oo
9 fuse. pes. damaged or foreign
PAID BY OUR C Hi~C K 111390
BALANCE OF SUNMISS10N NOT PU'lCHASES:
19 - ;',1.00 Silver Certificates ~'>25.00
(Sor. 1957/ '57 A AVERAGE CP1CULATl':TJ CONDITION)
1 - 1885 Morgan DOllar, VF
2 - 192:) Peaco dollars. VF/XF
1 - 19},6 1'Tal1dng Liborty Half ~';, VF!XF
7.00
10.00
1,.00
End of Appraisial,
Thank you.
Hobort J. Shary
11gr./Operator-
d/b/a HAR-MAN Coins
ORNA're THREE S'lUlE RING
This approximately 14 karat yellow gold ring tapers fran 8.3 l1Ill wide
and 3.7 l1Ill thick at the top to 3.4 nut wide and 1.1 om thick at the back of
shank. '!he upper half of ring is deeply engraved with a floral pattern.
Three reddish-purple garnets are set into the top o( the ring.
Garnets: Three Round Faceted
One 6mn round
Two 5.5 om round
ES'I'A'l'E VAI1JE................. .... .................. ............. ... ..... ...... .$200.00
MAN I S CRNATE lNI'AGLIO RING
This early 20th century (?) man's ring is <XlI1Structed of approximately
10 karat yellow gold. It has been reshanked at scme time in the past.
A cushion shape intaglio of dark red carnelian is bezel set en the ring.
'!he intaglio is the head of a Reman soldier. Condition of ring is good.
ES'I'A'l'E VAIIJE........................... ................. ... ..... .... ........... .$100.00
BLACK CNYX INITIAL RING
One 10 karat (stamped) yellow gold man's ring set with a curved top rec-
tangular black onyx. A white gold letter "F" is riveted to the enyx.
Shoulders of ring are decorated with hand-engraved patterns. Condition
of ring is good.
ESJlA'I'E VAIAJE... .................. .................................................................................... .$75.00
MGlOGRAMMEIl IDCKE:l'
One yellow gold-filled locket. '!he front has been hand-engraved. Con-
dition of locket is fair. Due to oonditien and the personalized
engraving, there would be no value except sentiment.
ESrA'I'E VAI1JE........................................................................................................... $0.. 00
.
THREE STCl'lE RING
One yellow gold ring, approximately 14 karat. 'Ibe ring is very plain,
consisting of a flat shank, dcmed at the top with flat sides. 'lbree
synthetic stones are star set in top of ring. Condition is good.
ES'I'A'I'E VAI1JE..................................................... .$75.00
WHITE METI'AL BAND RING
'Ibis ring is made of an aluminum band 8.6 11m wide. An F.O.E. emblem has
been riveted on the top. . 'Ibe yellow gold emblem is 10 karat. Enamel on
emblem is badly damaged; one wing of eagle is broken. Condition of ring
is poor, the only value is scrap value of emblem.
E:S'rA'I'E VAI1JE.......................... ... .... ........... ......... .$1.00
"
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
JOHN E. WEILLS
FILE NO.
21-01-1127
ITEM
NUMBER
DESCRIPTION
11. Miscellaneous Household Items:
Livinq/Dininq Room:
Couch (love seat)
One (1) recliner
Two (2) chairs
Dining table and chairs
Television
End Table
Lamps (2)
Two (2) wall lights
Stereo (did not work)
Desk
Gun Rack/shelf
Filing Cabinet
Cupboard for dishes
Bedroom #2:
Single Bed
One (1) wall light
One (1) vanity light
Two (2) dressers & vanity
Toy chest
Master Bedroom:
Bedroom set (Bed/Dresser)
Wall Light
Clothes Tree
Clock Radio
Cedar Chest
VALUE AT DATE
OF DEATH
$
25.00
50.00
50.00
30.00
20.00
10.00
15.00
10.00
0.00
20.00
25.00
10.00
30.00
10.00
10.00
10.00
30.00
25.00
50.00
5.00
15.00
10.00
50.00
"
Kitchen:
Dishes
Pots and Pans
Microwave
Refrigerator
Metal Cabinet
Stove
Table & chairs
Metal stand for coffee pot
Miscellaneous:
Washer/Dryer
Lawnmower
TOTAL
20.00
20.00
40.00
50.00
10.00
100.00
50.00
10.00
100.00
25.00
$ 935.00
~
SPECIAL WARRANTY DEED
THIS DEED, made the y~ day of November, in the year of Our
Lord One Thousand Nine Hundred and Ninety-Two (1992)
BETWEEN JOHN E. WEILLS, party of the first part, GRANTOR
AND
JOHN E. WEILLS AND BARBARA E. PALMER, joint tenants with right
of survivor~hip and net tenants in cornmon: p~rties of the second
part, GRANTEES
WITNESSETH, that the Grantor, for and in consideration of the
sum of One ($1.00) Dollar, lawful money of the united States of
America, to the Grantor in hand well and truly paid by the
Grantees, at or before the sealing and delivery of these presents,
the receipt whereof is hereby acknowledged, and the Grantor being
therewith fully satisfied, does by these presents grant, bargain,
sell and convey unto the Grantees forever
ALL THAT CERTAIN tract
erected, situate in East
Pennsylvania, bounded and
of land with the improvement
pennsboro Township, Cumberland
described as follows:
thereon
County,
BEGINNING at a point on the Southerly line of East Locust Street,
which point is 135 fee~ Eastwardly of tne southeasterly corner of
East Locust Street and Enola Drive and at the Easterly line of
Church Alley; thence along the Southerly line of East Locust
Street, North 56 degrees 15 minutes East 75 feet to a stake; thence
South 33 degrees 45 minutes East 125 feet to a stake on the
Northerly line of a 15 feet wide ordained alley; thence along same,
South 56 degrees 15 minutes West 75 feet to a stake on the Easterly
line of Church Alley aforesaid; thence along same, North 33 degrees
45 minutes West 125 feet to a point, the place of BEGINNING. BEING
improved with a dwelling house known as No. 1 East Locust Street.
SUBJECT to all restrictions, reservations,
limitations of record against this property.
conditions
and
Boo~~5 O~GE 404
'.
BEING THE SAME PREMISES which THE ADMINISTRATOR OF VETERANS
AFFAIRS, an Officer of the United States of America, by his deed
dated June 9, 1988 and recorded in the Office of the Recorder of
Deeds of Cumberland County, Pennsylvania in Book K 33 Page 105
granted and conveyed unto JOHN E. WEILLS AND GLADYS I. WEILLS, his
wife. The said GLADYS I. WEILLS passed away on January 5, 1990, at
which time title became vested solely in JOHN E. WEILLS, GRANTOR
herein.
THIS IS A TRANSFER from a man to himself and his granddaughter and
thus is exempt from Pennsylvania real estate transfer taxes.
TOGETHER with all and singular the buildings, improvements,
ways, woods, waters, watercourses, rights, liberties, privileges,
hereditaments and appurtenances to the same belonging or in
anywise appertaining; and the reversion and reversions, remainder
and remainders, rents, issues and profits thereof, and of every
part and parcel thereof; and also all the estate, right, title,
interest, use, possession, property, claim and demand whatsoever
of the Grantor both in law and in equity, of, in and to the
premises herein described and every part and parcel thereof with
the appurtenances.
To have and to hold all and singular the
premises herein described together with the hereditaments and
appurtenances unto the Grantees and to Grantees' proper use and
benefiL: forever.
And the said Grantor will warrant specially the property
hereby conveyed.
In all references herein to any parties, persons, entities or
corporations, the use of any particular gender or plural or
singular number is intended to include the appropriate gender or
number as the text of the within instrument may require.
BOQr2~.5 P~r.t 405
-
,
. ,
"
Wherever in this instrument any party shall be designated or
referred to by name or general reference, such designation is
intended to and shall have the same effect as if the words "heirs,
executors, administrators, personal or legal representatives,
successors and assigns" had been inserted after each and every such
designation.
IN WITNESS WHEREOF, the Grantor has hereunto set his hand and
seal the day and year first above written.
WITNESS:
I~)
"---'\;'V......
..L4L~
Akw
:JOHN E.
{i :-1-
WEILLS
. .",J
VA..I:.L
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF D4l\.f)ht{\
Uu,L
On this, the day of November, 1992, before me a
Notary Public, the undersigned officer, personally appeared John E.
Weills, known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument, and acknowledged
that he executed the same for the purposes therein contained.
SS:
seal.
IN WITNESS WHEREOF, I hereunto set my hand and official
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Notarial Seal
Belinda A. Harriman, Notary Public
,.,'.. ..., '"" Harrisburg,OauphinCounty
,~: \'1. ~ h f: "'" My Commission Expires April 27. 1996
~"':'" : 'yO' ". .' Member, t'ennsyivania ~odabon ot Noturies
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eoQCZ~S P^GE 406
'.
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Jl-~PA'f>,t~l tHUD-l Rev. 5/761
rn Appr:.wed OMB. No. 63-R-1501
HUD-1 UNIFORM SETTLEMENT STATEMENT
All-51 A TE LEGAL SUPPLY CO.
One Commerce Drive, Cranford, N. J. 07016
\. . B. TYPE OF LOAN
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
1.0FHA 2. OFmHA 3. 0 CONV UNINS
SETTLEMENT STATEMENT 4. OVA 5. 0 CONV INS
6. File Number: r Loan Number:
8. Mortgage Insurance Case Number:
:. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "(p.o.c.)" were paid outside the closing; they are shown here for informational purposes and are not included in
the totals.
>. NAME OF BORROWER: E. NAME OF SELLER: F. NAME OF LENDER:
O1arles E. Cain, II (, Barbara E. Palmer (, N/A
O1ristina L. Cain Brian E. Palmer
'. PROPERTY LOCATION: H. SETILEMENT AGENT: l. SETTLEMENT DATE:
1 E. Locust Street N/A 7/2/02
Enola, PA 17025 PLACE OF SETTLEMENT:
1 E. Locust St., Enola, FA 17025
06. City/town taxes
107. County taxes 7 2 02
108. Assessments
!09.
! 10.
Ill.
112.
to
to 12 31 02
to
84.76
K. SUMMARY OF SELLER'S TRANSACTION
400. GROSS AMOUNT DUE TO SELLER:
40l. Contract sales price 55 000.00
402. Personal property
403.
404.
405.
Adjustments for items paid by seller in advance
406. City/town taxes to
407. County taxes 7/2./ U2. to l2./.\1/U2. 84.7b
408. Assessments to
409.
410.
41l.
412.
420. GROSS AMOUNT DUE 55,084.76
TO SELLER
500. REDUCTIONS IN AMOUNT DUE TO SELLER:
501. Excess deposit (see instructions) :',UUU.UU
502. Settlement charges to seller (line 1400) 55U.UU
503. Existing loan(s) taken _s~bl~~t to
504. Payoff of first mortgage loan
505. Payoff of second mortgage loan
506.
507.
508.
509.
Adjustments for items unpaid by seller
510. City/town taxes to
51l. County taxes to
512. Assessments to
513.
514.
515.
516.
517.
518.
519.
520. TOTAL REDUCTION AMOUNT 5,550.00
DUE SELLER
600. CASH AT SETTLEMENT TO/FROM SELLER
60l. Gross amount due to seller (line 420) 55,084.76
602. Less reductions in amount due seller (line 520) ( 5,550.0m
603. CASH ( 0 TO) (0 FROM) SELLER 49,534.76
J. SUMMARY OF BORROWER'S TRANSACTION
00. GROSS AMOUNT DUE FROM BORROWER:
'01. Contract sales price
02. Personal property
03. Settlement charges to borrower (line 1400)
1J4.
1J5.
55 OUO.OO
Adjustments for items paid by seller in advance
GROSS AMOUNT DUE
120. FROM BORROWER
'00. AMOUNTS PAID BY OR IN BEHALF OF BORROWER:
55,663.26
J01. Deposit or earnest money
!02. Principal amount of new loan(s)
!03. Existing loan(s) taken subject to
~04.
'05.
'06.
'07.
'08.
'09.
Adjustments for items unpaid by seller
210. City/town taxes
211. County taxes
212. Assessments
213.
214.
215.
216.
217.
!lB.
219.
220 TOTAL PAID BY/FOR
. BORROWER
to
to
to
5,000.00
300. CASH AT SETTLEMENT FROM/TO BORROWER
303. CASH (OFROM) (OTO) BORROWER
55,663.26
5,000.0~
50,663.26
301. Gross amount due from borrower (tine 120)
302. Less amounts paid by/for borrower (line 220)
4:
.'
. .
. .
:
The undersigned certifies that the precise
post office address of the Grantees is:
Richard S.
~7
/" /
./;!'~
Jriedman, Esq., Attorney
residence and complete
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,
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for Grantees
COMMoNwEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF CUMBERLAND )
I "7 -H, v\ - -
Recorded on this J day of IlL.\..
Recorder's Office of the said County in Deed
.----
Volume ~ L, , Page 4 D~
Given under my hand and the seal of the said Office, the date
above written.
, 19CJ.;;z,
Book L-
in the
~,o Jf~
Recorder
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RSF:ka:REK:weills.dee
l\OOt-z_ 35 PAGE 407
1~-026 - /0
, BUREAU OF INDIVIDUAL TAXES
~ INHERITANCE TAX DIVISION
DEPT. 280601
HARRIS8URG, PA 17128-0601
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
10-07-2002
WEILLS
11-28-2001
21 01-1127
CUMBERLAND
101
.~ j
RICHARD S FRIEDMAN ESQ
FRIEDMAN & KING
PO BOX 984
HBG PA 17108
'*
REY-1547 EX AFP 101-02)
JOHN
E
Allount Rellitted
) CHANGED
ll)
(2)
(3)
(ct)
(5)
(6)
(7)
.00
330.00
.00
.00
30,790.05
42,856.13
.00
(8)
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=is4-j-Ex--AFP-foY=o2Y-No'TlcE--oF-YNHERITANcE-'TAx-'A-PPR'A-IsE;.rENT-:--ALI'owAifcE-oR'-------------- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEILLS JOHN E FILE NO. 21 01-1127 ACN 101 DATE 10-07-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
lct. Net Value of Estate Subject to Tax
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)
ct. 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
(9)
(10)
1,477 .29
420.77
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
73,976.18
lll)
ll2)
ll3)
llct)
1.898 06
72,078.12
.00
72,078.12
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~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line lct at Spousal rate (15)
16. Allount of Line lct taxable at Lineal/Class A rate (16)
17. Allount of Line lct at Sibling rate (17)
18. Allount of Line lct taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
72,078.12 X 045 = 3,243.52
.00 X 12 = .00
.00 X 15 = .00
(19)= 3,243.52
. ~..._... n____. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-29-2002 C:DOO0814 162.18 4,000.00
TOTAL TAX CREDIT 4,162.18
BALANCE OF TAX DUE 918.66CR
INTEREST AND PEN. .00
TOTAL DUE 918.66CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section Zl40 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S.
Section 9140).
PAYMENT:
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS. AGENT
REFUND (CR):
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of PennsYlvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-30Z0 (TT only).
OBJECTIONS:
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57-) discount of
the tax paid is allowed.
PENALTY:
The 157- tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January I, 198Z bear interest at the rate of
six (67-) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January I, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOZ are:
Year Interest Rate Daily Interest Factor Year Interest Rate Da ily Interest Factor
198Z Z07- .000548 199Z 97- .000Z47
1983 167- .000438 1993-1994 77. .00019Z
1984 117- .000301 1995-1998 97- .000Z47
1985 137- .000356 1999 77. .00019Z
1986 107- .000Z74 ZOOO 87- .000Z19
1987 97- .000Z47 ZOOl 97- .000Z47
1988-1991 117- .000301 ZOOZ 67- .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payme~t is made after the interest computation date shown on the
Notice, additional interest must be calculated.
n oK
L-)
L/
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE EST ATE. IF EST A TE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
John E. Weills
Date of Death: lJj28j01
2001-01127
Will No.:
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes
:xx
No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes No XX
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:XX No
D. Copies of receipts, releases, joinders and approval~-ff formal or itY.Pf1f1al accounts
may be filed with the Clerk of the Orphans' Court and may ~ached to this
.. /"
report. / /
\.....---/
Date: 11/04/02
Signature
Richard S. Friedman, Esquire
Name (Please type or print)
600 N. Second St., 5th Floor
Harrisburg, PA 17101
Address
(MAH:rmt/AM3)
(717) 236-8000
Telephone No.
Capacity:
Personal Representative
^T\~ Counsel for Personal Representative
R.W -27
/~-ab - /D
"v BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRIS8URG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-1U7 EX AFP '01-02>
RICHARD S FRIEDMAN ESQ
FRIEDMAN 8 KING
PO BOX 984
HBG PA 17108
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-28-2002
WEILLS
11-28-2001
21 01-1127
CUMBERLAND
101
JOHN
E
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =i61rj-ix--AFP--foY:02Y------...--iNifiiiiYANcE--TAX--ST1rfEHENT-OF-AC-Co[ii.ff--.i.--------------- - -- ---
ESTATE OF WEILLS JOHN E FILE NO.21 01-1127 ACN 101 DATE 10-28-2002
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: 09-30-2002
PRINCIPAL TAX DUE: .......................................
3,243.52
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-29-2002 CDOO0814 162.18 4,000.00
10-10-2002 REFUND .00 918.66-
TOTAL TAX CREDIT 3,243.52
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
If
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" (CRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT make check or money order payable to: COHHONWEAL TH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313>' Applications are available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5X) discount
of the tax paid is allowed.
PENALTY:
The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (I) day from the date of
death, to the date of payment. Taxes which became delinquent before January I, 1982 bear interest at the rate of
six (6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January I, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year
Interest Rate
Daily Interest Factor
Year
Interest Rate
Daily Interest Factor
1982 20X .000548 1992 9X .000247
1983 16X .000438 1993-1994 ]X .000192
1984 11X .000301 1995-1998 9X .000247
1985 13X .000356 1999 ]X .000192
1986 lOX .000274 2000 8X .000219
1987 9X .000247 2001 9X .000247
1988-1991 11X .000301 2002 6X .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown or the
Notice, additional interest must be calculated.