HomeMy WebLinkAbout95-00671
FILED: SEPT. 6, 199" (l-.ETTE~S R..e:vOKet> ,
I)ETITION I'OR PROBATE and GRANT OF (ETIERS
Estate of VERA E. WALKER No. ~ J - q 5" - (p 7 /
also known as To:
Register of Wills for Ihe
Deceaud. County of CUMBERLAND In Ihe
Sodol Security No. 174 - 09- 2 376 Commonwealth of Pennsylvania
The pelltlon of lhe undersigned respeclfully 'epresen15 Ihat:
Your petltlone,(s), who Is/are 18 yea,s of age or aide, an Ihe execUI 0 r
In Ihe lasl will of the above decedenl, dated October 24
and eodlell(s) dated
named
,191.2.-
(Illtt relevant circumstances, e.,. rcnuncllllon. death of CI<<uto,. elc.)
Decendent was domiciled al dealh In Cumberland County, Pennsylvania, with
~ 2~drihf~~1Ilf>9{ principal residence at 300 Wilson Street.
(Ibtsuet.. number and munclpalllY)
Deceo.dl'IJI, then 79 years of age, died March 1 ,19 95
al Al11ance Home, 300 Wilson Street, Carlisle. PA .
Except as follows, decedent did not marry, was nor dlvoreed and did not have a child born or adopled
after execution of the will offered for probate; was not the victim of a killing and was never adJudlcaled
Incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled In Pa.) All personal p,operty S <'. ,....
(If not domiciled In Po.) Personal property In Pennsylvania S
(If not domiciled In Pa.) Personal p,operty In County S
Value of real estate In Pennsylvania S
situated as follows:
WHEREFORE, petltloner(s) respectfully request(e thtl1'oba~ of the last will and codlcll(s)
presented herewith and the grant of lellers es men ary
(lcst,meRUIt)': admlnlnrallon c.I...j administration d.b.n.c.I...)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 89
COUNTY OF Cumberland
The petltloner(s) above. named swear(s) or affirm(s) thatlhe slatements In the fo,egoing petition are
true and correct to the best of the knowledge ond belief of petltloner(s) and that as personal represen.
tatlvc(s) of the above decedent petltloner(s) will well and truly administer the eslate according to law.
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Register ~.
. LEWIS
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PETITION FOR PROUA TE and GRANT OF LETTERS
E.Wale 01 Vera E. \~alker
also known as
No. 1995-00671
To:
Regl.te, of Will. for the
Deceased. County of Cumbe rill nd in Ihe
Social Security No. 174-09-2170 Commonweahh of Pennsylvania
The petition of Ihe undersigned respectfully repre.enl. Ihal:
Your petltloncr(.), who Is/are 18 years of age 0' olde, an the exccut
In the la.t will of the above deeedenl, dated October 24 ,
and codlcll(s) dated
named
,19...tL
Named Executor has renounced. Substituto Executor died AUQUst 10. 1996
Pet..i.t..i.cI'l~r i R rlnllght-nr of npC'!(\nrmt
(stile relevant c1rcumllancts. c,g. renundallon, dealh of cllKulor, etc.)
Oecendent was domiciled ot death In Cumberland
ht>r last family 0' principal residence at 100 Wi 1 ~nn
County, Pennsylvania, with
~trp(\t-r r~rliRln pn
(lIslltrm, number and munclpalh)')
O~cendelll, then 79 years of age, died March I , 19 95
at. AlIiane 1l01JllL... 300 Wilson St.. Carlisle. PA 17013 .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
aftcl execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Oecendent at death owned property with estimated values as follows:
(If domlcllr;d In Pa.) All per.onal property $
(If not d(lmiciled in Pa.) Personal property in Pennsylvania $
(I f not domlcilcd in Pa.) Personal prope'ty In County $
Value of real estate In Pennsylvania $
situaled as follows:
WHEREFORE, petltloner(.) respectfully
pre.ented herewith and the grant of leuers
theron.
reque.t(.) the probate of the la.t will and codlcll(.)
AnminiRtrfltinn n.h.n. ~ t n
(Iestamenlary; admlnlslratlon c.I.a.; administration d.b.n.c.l.a.)
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Jean E. Uall
22 Gobin St., CarliSle, PA 17013
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF __ CUMBERLAND
The petltloner(s) above.named swear(s) or arlirm(s) that the statements In the foregoing petition arc
true and correcl to"the be>: of the knowledge and belief of petltloner(s) and that as personal represen-
tatlve(s) of the above decedeill petitloner(s) will well and truly administer Ihe estate according to law.
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CERTIFICATION OF NOTICE UNDER RULE 5.6(al
Name of Decedent:
Vera E. Walker
Date of Death:
March 1, 1995
Will No.
Admin. No. 1995-00671
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
:
~ Address
William F. WalkerJ c/o
John W. Walker, 2u4 Timothy Drive, Elizabeth, PA 15037
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except None
Date: ~ I~. ( ')96
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Signature
Name Robert C. Saidis, Esq.
Address 26 West High Street
Carlisle, PA 17013
Telephone( 7q 243-6222
Capacity:
Personal Representative
Counsel for personal
representative
x
JRD/June 30, 1992/17858
FLU G i ,:.h76
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In Re: Estate of VERA E WALKER
Late of CARLI SLE BOROUGH
Estate No.:
21 - 95 - 671
ORPHANS' COURT DIVJSION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSVL VANIA
No.
NOTICE OF FAILURE TO FlLE CERTlFlCATION AND REQUEST TO
CONOUer A HEARING PURSUANI'TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: JOHN WILLIAM WALKER
Counsel for Personal Representative: ROBERT C SAlOIS ESQ
Date of Grant of Original Letters: SEPTEMBER 7, 1995
Date of Delinquency Notice: JANUARY 5, 1996
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6, Supreme Court
Orphans' Court Rules, hereby notifies the Orphans' Courl Division, Court of Common Picas of
Cumberland County, thot neither the above named personal representalive nor the above named counsel
for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,
her or its certification required by Rule 5.6(d), Supreme Court Orphans' Court Rule and that the requisite
notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills
on JANUARY 5 , 19,..2.6 and that the ten (IO) day notice to file the certification has expired.
Accordingly, in accordance with Rule 5.6{e) the Court is hereby notified of such delinquency and the
undersigned requests tbat a Court conduct a hearing to determine whether sanctions should be imposed
upon the delinquent personal representative or counsel for the delinquent personal representative.
Date: FEB. 7. 1996 {!J. J"t J .i.!.'-- J-m ,{J,tJ/.
. Lewis, Reglst r of Wills . TI u
Distribution: Personal Representative
Counsel for Personal Representative
Estate File -, It 'L tXJI
~/~~~mob~ ~6: ~~R 1-1tJ-; p~ J^/ In~_AT ,/J.'(JiJ A. dJ.
IF THE CERTIFICAT[ON OF NOTICE [S FILED PRI RJTOTHE HEAR[NG DATE. THE HEAR[NG
WILL AUTOMAT[CALLY BE CANCELLED.
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
/ J5-J'-f7-5
lOR OATIS 0' DIATH AFTER 12/31/91 CHICK HIAI
IF A SPOUSAL
POYERTY CRIDIT 15 CLAIMID 0
P1LINUM8IR---- .-.--
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COMMONWEAltH Of PINN!!>>'I"lVANIA
DEPARtMENt Of REVENU(
DEPl 210601
HARRI$IUIIO. PA 17121-0601
OECEOENT" N"'ME IlA' . flUT. AND MIOOH IwTI"'1!
Walker Vera E.
'OCIAL mu,," HUM'" .-- -rAil Of DiAl"
174-09-2370 3-1-95
f1' ..."uC....lll .U.~'~IH() ,.-auu . "''''''11'''''" I,nl ....0 "'001'1101""11
C.QU~lY COoE__
OIClOINT"COMPlttl AOOIIU
300 Wilson Street
Carlisle, PA 17013
co~ berland
AMO-U'" UCtl...tO I!lU IN!lIlUC1l0NSI
95
671
Willian
F.
o 2. Supple menial Relurn
03.
05.
Remainder Relurn
liar doles of deolh prior 10 12.13.821
Fede,ol e.lole Tolt R.'u,n R.quired
o ~a. Fulure Inle,e.t Comp,omll.
(for dole. of deolh after 12.12.821
Decedenl Di.d Tellale 0 7. Decedent Mainlalned 0 living T,u.t
(Alloch copy 01 Will) (Attach copy 0' T,u.,)
RRESPONDENCI-AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
COMPUtl MAILING AODIU!l
Esquire Saidis, .Guido, Sb.u{~f [,
26 W. H1gh StreG't:' ...;
C.Lrliclc. PA 17013
III 0.00
(2) _--D~OO
(3) 0.00
IA I 0.00
15 I -6T39:'/.,.S2
16 ) 0..00
(71 0.00
Walker
o ,. Original Relurn
o ~. lImit.d Ellote
Ga 6.
AM
Johnn6 J. Deily,
fUfPHONf NUMIU
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1. Real E,'al. (Schedule A)
2. Slack. and Bond, (Schedule BI
3. Clolely H.ld Slock/Partn.nhlp Inle,..t (Sch.dule C)
~. Mortgage, and Nalel R.ceivabl. (Schedule 01
S. Calh, Bonk Oepo.ih & Miltellaneau, Penonal P,aperty
(Sthedule EI
6. Joinll)' Owned PrDperty 15chedul. FI
7. T,an.'." (Schedule G) (Sch.dulell
O. Total Gron Aneh (Iotalllne, 1.71
9. Fune,ol bpen..., Admlni'lrati.... CO'Il, Miltellaneau'
bpen... (Schedule H)
10. Debh, Mortgog. lIablllli... lien. 15chedule I)
11. T 0101 D.ductlon. (IDlal lIn.. 9 & 10)
12. Nel VDlue 0' Euate (line B minus line 11)
13. Chariloble and GDvernmenlal aeque." (Schedule J)
1~. Net Value Sub eet 10 Tall.lllne 12 mlnUl line 131
15. Spoulal Tran.fe" (for dot.. of deolh afte, 6.30.94)
See In,t,udlDns fa, Applicable Percenlaye on Rev.,.e
Side. (Include volu.. horn Schedule K D' Schedule M.I
16. AmDunl 0' line 1~ taltable 01 6% ,ate
(Indud. values from Sch.dule K D' Schedule M.I
17. Amounl of line 14 101tabl. 01 15% role
(Indude valu,u from Schedule K or Schedule M.)
18. P,inclpol'olt due (Add loll. f,om UnOl 15, 16 and 17,)
19. C"dih Spoulal Poverty Credil Pria, Paym.nll
DAn Of IlIlH
10-27-16
174-09-6636
100%
..!EAR
NUMBE R
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+
_ B. Total Number of Safe Depo,it 8011.8'
181 -
422.00
(9)
(101 _--D...OO
(11)
(12)
(13)
(\41
(15)
(16)
5,975.52
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ii,....: It 1 ~\:;.Ju t",
Mas land
\d :.u ~
._~ ,'.: 8
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20. If lint 19 II g,eater Ihon line 18. enler Ihe difference on line 20. This II Ih. OVERPAYMENT.
II O.IlII:T:I':I!'IIilU._'''TJ''''_''.''f'UI''~''llil'.'.I...l'ft''l'nn_'.",,-.II......IUU.....IU..
___M .06 II
117) _,,_,____ ._______" .15 a
118)
Dlltaunt
Inter..1
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(20)
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6,397.52
422.00
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0.00
21. If line 18 i. greoler than line 19, enter Ihe diffe,ence on line 21. Thi. i. Ihe TAX DUE.
A. Enler the inlere.t on the balance due on line 21 A.
B. Enler Ihe'atal of lIn. 21 and 21A on line 21&. Thi. II ,he BALANCE DUE.
Make Check Payable 10: Regl.tll of Will., Agenl
"'~,,>>!c.I!. " II SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH
Unde, penollles of p.rjury. I declar. Ihol I have uamined ,his relurn. including occompany-Ing lChedul.. and ,lalem.nh, and 10 Ihe besl a' my Ilnawledge and beliel,
iI b tru., correct and complete. I declare Ihol all real Ollol. ha. bun reportea at true marllel valu.. Oeclara'ion of prepare' olher Ihan Ihe personal ,eprtl.nIDlive II
ba.ed on Ilnformolion of which preporer hal any ~nDwledge. 1L
"GHA 01 ",'OH '" OH'''''8 "liNG 'HU'N ADD"" (7/ /. -II A. . - __d._ OA" .
. ~ft~:l2 ~~ ,&'r,,__~t.f!u.&.,,_Il.:.../.7.lV3 3 - 'I . 9 }
!. AtUIIf o. , st ....,,\It ....OORUS DAtE
.;)~ wed M<;h. g1 ~s& I'll /)01'3___ 3- </- '1,,}-
(211
121A)
1218)
0.00
Act '48 of 1994 provldel for the reductIon of the tax ratel 1m pOled on the net value of trandeu to ar for
the ule of the Ipoule. The ratel al prelcrlbed by the Itatute will bel
e 3% (.03) will be applicable for eltatel of decedenll dyIng on or after 7/1/94 and before 1/1/96
e 2% (.02) will be applicable for eltatel of decedenll dyIng on or after 1/1/96 and before 1/1/97
· 1% (.01) will be applicable for ellatel of decedenll dyIng on or after 1/1/97 and before 111/98
· Spoulal trandeu occurrIng on or after 1/1/98 will bo exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer ond:
a. ,eloin Ihe use or Income of the p,operty I,ansferred, .......................................................
b. relain Ihe ,ighlla design ole who sholl use Ihe p,aperty I,ansferred 0' its income, ...............
c. relain 0 roversionary Inleresl; 0' ...................................................................................
d. receive Ihe promise for life of either payments, benefits or ca,e' .......................................
2. If dealh occurred on or befo,e Decembe, 12, 1982, did decedenl within Iwo years p,eceding
dealh Iransfer property without receiving adequate canside,ation' If dealh accur,ed afte,
December 12, 1982, did decedent I,ansfer property within one year of dealh wilhout receiving
adequate consideration' ....... ......... ......... to... .0...... It. ....... II It.... .... ........ II...'.. 0... ... .... ............
3. Old decedenl own on 'in Irust fo,' bonk accounl 01 his 0' her death'......................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
...
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.o Print 0" 0
FILE NUMBER
COMMQNWIAUH OM INN SYlVANIA
INHlln...CI T lnul.
...,DlNT OK DINT
ESTATE OF
Walker V"rA E.
CAD p_ ....d, ....... w"" tM Riehl -' s...1-.hlp ..." loa 41......4 .. Sched.l. '1
"_QIi._';?1
N~~ER DESCRIPTION
VAWE AT
DATE OF DEATH
1. Net recovery fran lawsuit - Jean E. Ball, Executrix of the
Estate of Vera E. Walker v. Manor Healthcare Corp. et aI.
No. 95-5083 Civil teun (see attached order).
$6,397.52
$6,397.52
(Attoch addlffonol .~.. J( 11" ....... K more tpat. I. nHCI.d.1
ITEM
NUMBER
A. Fun.ral Expen,,"
I.
l1'#IIIIU.(1"',
Walker
,
;;
;;,
.
B.
4.
C.
I.
2.
3.
4.
5.
6.
7.
8.
.
COMMONwrAUH o. PlNNSYlVANIA
INHUITAHCI TA)! .nUlN
IUIDlNf DlcrDrHr
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Print or T .
Vera E.
21-95-671
DESCRIPTION
AMOUNT
I.
Admlnlltratlve Cam.
Penonal Rep,....ntall.. Camml..lon.
Sodal Security Numb.. of Penonal Rep,....nlall..,
Y.ar Comml..lons paid
2.
A"omey Fe.s Saidis, Guido, Shuff & Has1and
$300.00
3.
family ElUImpllon
Claimant
Add,.... of Clolmant at decedent's death
Street Add....
City
State
Zip Cade
Relationship
Probate Fee, to ClIllberland County Register of Wills
$ 34.00
Mllc.llan.oul E.....nl.1l
Advertising Curberland County Law Journal
Carlisle Evening Sentinel
$ 43.00
$ 45.00
TOTAL (Also enter on line 9, Recapitulation)
(If more Ipac. II n..d.d, Ins.rt addltlonallh..tl of lam. Ilz..)
S422.00
IIV,IIUIIIU'"
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(O_ONWIAI!H Of "NNl"VAUIA
,,.HunAHn fAI "'UIH
.nIDIH! DlelDIHI
SCHEDULE J I
BE_NEFICIARIES ---1.
.-
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tsTATE OF
Walker
ITEM
NUMBER
Vera
E.
FILE NUMOER
21-95-671
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NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. To"oble Bequelts:
1.
William ~~ Walker c/o
Palmer House
Kelly Building
600 Hospital Way
McKeesport, PA 15132
Husband
100%
,
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Cf,arlloble and Gavlrnmenlal BequIIII:
I.
TOTAL CHARITA8lE AND GOVERNMENTAL BEQUESTS (Ar,D enler on line 13, Recapllulallonl S
(If more 'pace I. no oded, In..rt additional .h..ts of lam..ln)
Register of Wills of Cunbcrland
County, Pennsylvania
INVENTORY
Estale of
"Qr~ It Wal"'9r
No. 21 95 671
also known as Dele of Death 3-1-95
Deceased Soclal Security No. 174-09-2370
Per10nal Repreaentallve(s) 01 the above Estate, decened, ver1Iy that the "ems appearing In the lollowlng Invenlofy
Include all 01 the personaIasseta wh8fever situate and all 01 the ,eel estale In thB Commonwealth oll'llnnsytvanla 01 aa1d
0ecelIent, that the valuation pIar.ad opposite tllch lIem 01 said Inventory reprll'..ents Ita lal, value as ollhe dale ollhe
Decedenfs death, and that Decedenl owned no ,eal estate outside of the Commonwaallh 01 Pennsylvania exoopt that
which appears In a memorandum althe end ollhls Inventory. Itwa verily that the stalements made In this Invenlory are
true and COITact. Itwe understand thai lalso statements hereln era made subject to the penalties of 18 Pa. C.S. 5ectfon
4904 relaUng to unsworn IaIslllcaUon 10 authorities.
Attorney
Johnna J. Deily, ERquire
53147
1.0. No.:
26 W. High Street
Carlisle, PA 17013
Telephone: (717)-243-6222
Daled 1-17-97
AddrB88:
Descripllon
1. Net settlerrent fran personal injury lawsuit #95-5083
Jean E. Ball, Executrix of the Estate of Vera E.
Walker v. Manor Hea1thcare et al,
Value
$6,397.52
(Attach addl1JonaI sheets II necesaary)
Total: $6,397.52
NOTE: The Memorandum of real estate outs/de the Commonwealth ofl'llnnaytvanla may, at the election 01 plnOII8I rap-
resentaUve, Include the value 01 each "em, but such figures should not be exlended Into the total 01 the Inventory.
JEAN E. BALL, EXECUTRIX
OF THE ESTATE OF
VERA E. WALKER,
Plaintiff
IN '!'H1> l.:UUH'!' U~' l.:UMMUN l'Lt;I\~ U~'
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 95-50B3 CIVIL
v.
CIVIL ACTION - LAW
MANOR HEALTHCARE CORP., t/a
LEADER NURSING AND
REHABILITATION CENTER OF
CARLISLE,
JURY TRIAL DEMANDED
Defendant
ORDER
AND NOW, this .;?3tld day of .dJ"al1~
1996, it is
hereby ordered and decreed that the Petition of Jean E. Ball,
Executrix of the Estate of Vera Walker for approval of settlement
and apportionment of settlement funds is hereby approved.
The proceeds of the settlement shall be distributed as
follows:
Gross Recovery:
$10,000.00
$ 3,602.48
$ 6,397.52
Attorney's Fee and Costs:
Mrs. Jean Ball, Executrix
of the Estate of Vera E.
Walker
The Petitioner is authorized to execute any releases, and all
necessary checks or other documents to effectuate this settlement.
Mrs. Jean E; Ball, Executrix of the Estate is ordered to
comply strictly with the requirements of the Pennsylvania Probate,
Estates and Fiduciary's Code with respect to all monies allocated
herein', including but not limited to funds distributed to her as
representative of the Estate of Vera E. Walker.
TRUE COpy FROM RECORD
In Testlmony wheraol. I hero unto Silt my hand
IInd Itl soal 01 saId Caurt1l1 Carlisle, PR;
.!M... day 1 M<:.. , 19 "
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Prothonota
BY THE COURT:
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LAST WILL AND TESTAMI!NT
I, VERA E. WALKER, of Carliale, Pennaylvania, being of aound
and dispoaing mind and memory, do hereby make, publish sna declare this t~,
be my Lsst Will and Testament, hereby revoking end making void any and all
will or willa by me at any time heretofore made.
FIRST: I direct the p'a~ent of 'all my debta, funeral expenaaa
and the expenaea incident to the 'aettlement of my eatato. I further direct
that my Executor ahall payout of my general eatate, aa if they were my
debts, all esate and inheritance tsxes. by whatever name called, becoming
payable because of my death in reapect of all property compriaing my groaa
estate for deeth tax purposea, whether or not such proparty paaaaa under
thia will.
SECOND: All of the reat, reaidue and remainder'of my eatata,
~hether the eaid property be real, peDaonal or mixed and whereaoaver situate,
I give, deviae and bequeath to my huaband, William F. Walker, to him, hia
heire and aaaigna, provided he aurvivea me; but in the event that he doea
not eurvive me, then and in that event' I do give, d Bvi" and bequeath aaid
reat, reeidue and remainder of myeatate to my two children: John William
Walker and Jean Elizabeth walker, to them, their heira and aaaigna, ahare
and share alike. per stirpea.
LASTLY,
I do constitute and appoint my husband, William F.
Walker. to be the Executor of thiS, my Last Will and Testament, provided ha
survives me and ia willing and able to act; but in the event that he does
not aurvive me, or in the event that he is unwilling or unable to act; then
and in any of said eventa I do conltitute and appoint my son, John William
Walker, to be the Executor of thts, my Last Will and Teay,ment, in. eithar
event my Executor to sarve without bond. And in the settlement of my estate,
i.
.
,
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t do empower my Executor to retatn amons the a..et~'~i,Iil;:,~t~~t.,;:'~'~bll(jJf;~Y
. .:.;r~:.~:r::,"~~~ :,' ~'-::~"."T'.r~'-
invaatmenta or other property aa to my Exacutor ahaUa~~!z!:;prii~jij::.."h~;~lier or
.,,\,- '.'. ." " :
not the aame ia included in the cla.. defined by the l~~'of,p.~11vania ae
lesal inve.tment. for Executor. or other fiduciarie., and to make diatribution
.~
of my e8tete in ca.h or in kind, or partly in ca.h and partly in kind. And
further, I do empower my Executor to make aale of any real eltate of which
I may die the owner or to which I may be entitled at the time of my death,
at either public or private eale, to luch perlon or perlonl, at auch time
or timel, and for luch price or prices, as to my Executor shall seem proper
without askins permission of any Court, and to properly convay a lesal
title thereto, I do empower my Executor to make, execute, acknowledse and
del~ er proper deed or deeda therefore.
IN WI'INBSS WHBRBOl', I have hereunto set my hand and seal th18 ~.sI~
day of October, 1975.
~___ ~ Jl.d~.A>..-
(SEAL)
Sisned, eealed, published and declared el and for her Laat Will
and Testament by VERA E. WALKER, in our presence, who, at request of seid
Testatrix, and in her presence, and in the presence of each other, have
aisned our names aa wLtoesaea thereto, the day and year aforesaid.
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NUMBER
RECEIVED FROM:
&
AMOUNT
SAIDIS ETAL
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26 W HIGH STREET
CARLISLE, PA 17013
ESTATE INFORMATION.
~ FilE NUMBER
U 21-1995-0671
!II NAME OF DECEDENT (LAST)
I;i WALKER VERA E
II DATE OF PAYMENT
m POSTMARK DATE
COUNTY
SSN
(FIRST)
CUMBERLAND
DATE OF DEATH
m TOTAL AMOUNT PAID
$4,221.64
REMARKS
L PATRICIA WICKENHEISER
C/O SAIDIS ETAL
CHECKlI 2822
V2
RECEIVED 8Y ~/.,yf~ fJ..vv
MARY C~LEW~:'~~~
REGISTER OF WILLS r-, I
'SEAL
*THIS RECEJPT IS REPLACED; WITII M 211463 *SEE ATrACHED
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STATE CALLED ,JOHN REEDMAN SAID KEEP TIllS TAXPAYER
RECEIPT FOR OUR INFO~TION-6-27-97
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Commonwealth of Pennsylvania
Department of Revenue
Bureau of Individual Taxes
Dept. 280601
Harrisburs. PA 17128-0601
6<..1-q S-r.,,/
DROP SHIPMENT
AUTHORIZATION 21:-8
MAILED AT READING PA
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REGISTER OF. WILLS ~.~:.
. CUMBERLAND COUNTY COURTHOUSE"
CARLISLEPA 17013 ~
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NUMBER
RECEIVED FROM.
&
AMOUNT
BAJDIS ETAL
lul
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26 W HIGH STREET
CARLISLE. PA 17013
~
II POSTMARK DATE
COUNTY
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DA E F DEAl
REMARKS L PATRICIA WICf<E;NHEISER
C/O SAlOIS ETAL \ . . . J
SEAL CHECK" 2822 RECEIVED 8Y ';I,' t.... "." r.. '.' ,', ,,-,.1,,1 ;.J[~ ,
*nns RECEIPTS IF REPLACED WITH M 211463n~J;~ ~rrl\ClilW MARY C. LEWi~SlO/:c(/,);,.., /:;_.:
INFO_STATE CALLEO, JOHN REEtWlN SAID KEEP"llWgTli~ptL\:OR REGISTER OF WILLS . .;
~ROS. .llNILINroItlA'l:IQrL6.-.n-::2.Z _ _ _ _ _ _ __ _ _ _ __ _ __ _ _ _ _ _ ,. .
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BUREAU OF INDIVIDUAL TAXEB DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT.2eoeo'
HARRISBURG, PA 17128.0601
c..
JOHNNA J DEILY ESQ
SAIDIS ETAL
26 W HIGH ST
CARLISLE PA 17013
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DIBALLOWANCE
OF DEDUCTIONS AND ABSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
.
,.rv.nu II ..,,,,n-In
06.16.97
WALKER VERA E
03-01.95
21 95-0671
Cumborland
101
Amount Rlmltt.d
ESTATE OF
WALKER
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
R0911to' 01 Willi
Cumberlond County Courthoulo
Ca,lIlle, PA 17013
CUT ALONG THIS LINE c> RETAIN LOWER PORTION FOR YOUR RECORDS (:J
-R~~~7EXAFP~r.~f------NioTreEOFmHE~TANCETAXAPPRA~EMfiIT~ALL5wANCEOR----------------.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
VERA E FILE NO. 2195.0071 ACN 101
TAX RETURN ~S: (~) ACCEPTEO AS FILED ( [J ) CHANGEO
RESERVATION CONCERNING FUTURE INTEREST. SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Eltate (Schedule A)
2. stocko and Oonds (Schedule 0)
3. Cloaely Held Stock/Partne,ehlp Interest (Schedule C)
4. Mortgages/Notes Recetvable (Schedule D)
5. Ceoh/Benk Oepoelto/ Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Coste/Hlec. Expenses (Schedule H) (9) 422.00
10. Oebte/Mortoaoe Llabllltlea/Llene (Schedule J) (10) O.DO
11. Totel Deductions (11) 422.00
12. Net Value of Tax Return (12) 5,975.52
13. Charitable/Governmental Oequoets (Schedule J) (13) 0.00
14, Net Velue of Estate Subject to Tax (14) 5,975.52
NOTE: II an ......monl w.. '..uod p,ovloualy, IIn.. 14, 15 andlo, 10,17 and 10 will ,oflocl flgu,.a
Ihallnclud. Ih. total of ALL ,.Iu,na .......d 10 dal..
ASBEBBMENT OF TAX:
15. Amount of Line 14 at Spousal rota
16. Amount on Lfne 14 taxable at Lineal/Closs A rate
17. Amount of Line 14 t8xebte at Collateral/Class B rate
18. Principal Tax Ouo
TAX CREDITS:
PAYMENT
DATE
(1)
(2)
(3)
(4)
(5)
(6)
(7)
0.00
0.00
0.00
0.00
6,397.52
0.00
O.OD
(8)
(15)
(16)
(17)
5,975~r~ X .QQj>
0.00 X .06'~
0.00 X .15,~
(18r
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RECE I PT
NlIlBER
DISCOUNT (.)
INTEREST/PEN PAID (.)
AHOLIlT PAID
DATE 08.18.07
NOTE: To Inlure proper
credit to your .ccount.
eubmlt the upper portIon
or thle form with your
tax payment.
6,397.52
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0.00
O.OD
0.00
0.00
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TOTAL TAX CREDIT 0.00
BALANCE OF TAX DUE 0.00
INTEREST 0.00
TOTAL DUE 0.00
(IF TOTAL DUE IS LESS THAN SI, ND PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU HAY OE DUE
A REFUND. SEE REVERSE SlOE OF THIS FORN FOR INSTRUCTIONS.)
. IF PAlO AFTER DATE INDICATEO, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
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BUREAU OF INDIVIDUAL TAXES C~PARTMENT OF REVENUE
INIiERITANCE TAX oMSION
DEPT. 2.0<101
IiARRISBURO. PA lt12..(lll01
~
JOHNNA J DEILY ESQ
SAIDIS ETAL
28 W HIGH ST
CARLISLE PA 17013
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF OEDUCTIONS AND ABSEBBMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
.
'*'
RIV.I"'tIl~'I""'1
06.16.B7
WALKER VERA E
03-01.95
21 95-0671
Cumberland
101
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Regl.lor 01 Will.
Cumberland County Courthouae
Carllale, PA 17013
CUT ALONG THIS LINE c:> RETAIN LOWER PORTION FOR YOUR RECORDS ~
-R~~~f~-MP~J.~r-----NOTreEOFmHE~TANCETAXAPPRAIsEMENr~AUOWANCEOR----------------.
DIBALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
VERA E FILE NO. 21 85-ll871 ACN 101
TAlC RETIIlN lIAS: (181) ACCEPT EO AS FILEO ( 0 ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST. SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel E.t.te (Schedule A)
2. Stock. end Bonds (Schedule 0)
3. Clo.ely Held Stock/P.rtner.hlp Inte,e.t (Schedule C)
4. Mortgages/Notel Receivable (Schedule D)
5. Cash/Oenk Oepoelt./ "lee. Pereanal Prope,ty (Schedule E)
6. Jointly OWned Property (Schedul. F)
7. Tranaf~ra (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. 'unorel E.pen.es/Actn. Costs/Hlsc. Expeneee (Schedul. H) (9) 422.00
10. oebts/Hortgege Llebllltles/Llens (Schedule I) (10) 0.00
11. Totsl Deductions (11) 422.00
12. Net V.lu. 01 Tax Return (12) 5.975.52
13. Cherlt.ble/Gove,nment.l Boque.ts (Schedul. J) (13) 0.00
14. N.t V.lue 01 E...te SlbJect to Tax (14) 5.975.52
NOTE: II an ......m.nl w.. I..ued pfevjoualy, IIn.. 14, 15 endlo, 15,17 end 10 will fell..llIgufu
Ihelln.lude Ihe tol.1 01 ALL felu,h. a......d 10 date.
ASSESSMENT OF TAX:
15. Amount 01 Line 14 et Spous.1 ,.t.
16. Amount on Line 14 t...bl. .t Llne.l/Cle.. A f.t.
17. Amount 01 Line 14 t...bl. .t Coll.t.r~l/Cl... B f.te
10. P,lnclpol T.. Due
TAX CREDITS:
PAYHENT
DAYE
Amount Rlmlltld
ESTATE OF
WALKER
(1)
(2)
(3)
(4)
(5)
(6)
(7)
0.00
0.00
0.00
0.00
6.397.52
0.00
0.00
(0)
(15)
(16)
(f7)
n('j
5,975ac,;;' X .QQlo
o,do'.' X .06-).
0.00 X .1~
(18)
I
N
RECEIPT
NlJlOER
DISCOlJIIT (+)
INTEREST EN PAID (.)
AHOUlT PAlO
DATE 08.18.87
NOTE: To Insure proper
eNdlt to your account,
submit the upper portion
of this form with your
tax paymenL
6,397.52
:0
:OCT1
, .
~
0,00
0.00
0.00
0.00
::g
'"
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0\
fj)-",
'.~..
TOTAL TAX CREOIT 0.00
BALANCE OF TAX DUE 0.00
INTEREST 0.00
TOTAL DUE 0.00
(IF TOTAL DUE tS LESS THAN 51, NO PATHENT IS REQUIRED.
IF TOTAL DUE IS RE'LECTED AS A CREDIT (CR), YOU HAY OE DUE
A RE'UND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATEO, SEE REVERSE
FOO CALCULATION OF ADDITIDIIAL INTEREST.
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Vera E. Walker
Date of Death: March 1, 1995
Will No. 2195-0671
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
complete: Yes--x-;
whether administration of
No
the
estate
2.
representative
complete:
If the answer is No, state when the personal
reasonably believes that the administration will be
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 X
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 -X--; No
d. Copies of receipts,
approvals of formal or informal accounts
Clerk of the Orphans' Court and may be att
releases, joinders and
may be filed with the
to this report.
Date:
?;r>&
S
N
Name: Robert C. Saidis, Esquire
1.0. No. 21458
SAlOIS, SHUFF & MASLAND
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
;"':
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Capacity:
Personal Representative
X Counsel for Personal
Representative
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