HomeMy WebLinkAbout04-0302 PETITION FOR PROBATE & GRANT OF LETTERS
Estate of_ Marcella M. Waltman No. 21-04- ~-':)~
also known as -
To: Register of Wills for the
, deceased. County of Cumberland
Social Security No. 203-10-3551 Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who is/are 18 years of age or older and the Executor/rix named in the Last Will of the
above decedent dated March 23, 1994 , and codicils dated none . The Executor
named ~none died .. Renunciations for none _ attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or
principal residence at 34 Cardinal Drive, Carlisle.
Decedent, then 91 years of age, died .March 16~2004, at _home.
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:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$205.000.00
$_
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Signature(s) and Residence(s) of Petitioner(s):
/BeVerlvZ~. Lins -
65 Nel~-n'
6;:i;e
.Carlisle, PA 1701,3
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND i ss
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 representative of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this ~7~-~ day of
-~ )~-/~ ,2004.
No. 21-04-
Estate of Marcella M. Waltman~ deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, ~/,~, ~/9~.4d_~ 2004, in consideration of the Petition on the reverse
side hereof, satisfactory proof having deen presented be~;vre me, IT IS DECREED that the instrument(s) dated
March 23, 1994 described therein be admitted to probate and filed of record as the
Last Will of Marcella M. Waltman; and Letters Testamentary are hereby granted to Beverly D. Lin~s.
' ~ Register of (~'~ills /1~O~,q~LLc ¢ ~'/~.~x,it.~
IRWIN & McKNIGHT
FEES
Probate, Letters, Ftc ........ $ 270.00
Short Certificates (3) ... $ 9.00
Renunciation(s) ........... $.
JCP .................... $ 10.00
Other .... $ 9.00
TOTAL: .... $ 298.00
Filed....~J ~;_~ .o ~ ..................
Marcus A. McKni.clht, Esquire, 25476
ATTORNEY (Sup. Ct. I.D. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
105.8{15 REV 9/86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
I.tx:al Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
Local Registrar
Date
143 Rev. 2187
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH STATE
reNAME OF DECEDENT (First, Middle, Lasl) SE~(~ ~ ~
:,,.1. .............. NarD'ella M. Walt:ma~ '"~le "[~tLSEOUR'Z~U'''sE".... '-'[DATEOFDEAYB(Monlh. D.¥,Yaar)
nlRTHPLACE (Cily and m I t
~~Dra~?-je~r )~ l_ Stato Or Fo~o,gn Country) .
VIVING SPOUSE W~e
15.
· Cumberland lg;~h~p? '?d NO. ~d.., liv~d
on other skle) l?b County._ .E~ within actual limit$ of
Harry Mo21ella_n Wr~.-~h~- ~Fti~. Middle Ma~den Sumamel -- Otyroo, e.
NFORS,~NPSN~E O'ype/PHnt ~ ~ .... ~"~ ~ Rlizaboth ~hell~, '
.c..m.o,D..__. OCAT,ON-0 o.n, Z,,
PhY~idanisnmaveil.bJeattimeofdeathto . 24 Hurm~l Ave.~T-~-_mo~ne~PA
"'t' r~
resulting in death) ~ a. ~'~ '~ ~ . set and death g~ ART I.
~equentia~y Iisi conditions b.
If any, leading to immediate I ~
~ause. Enter UNDERLYING
CAUSE (Disease or injury c.
that initiated events ~
resulting o~ death ) LAST
Ye$O N°~I YesF~ NoF1 J Suicide ~ Could not bo delermined 0 ''bl "I
......................................... ,,,,,. =~. .. ZDm~;....
'PRONOUNCING AND CERTIFYING PHYSICIAN (Physician both pronouncing death and certifying to cause of dea h) LICENSE ~M%R~ ,~ J DATE SIGNED (Month, Day, Year)
To Iha baal of .¥ knowledge, death ...... d al t~; time, date, and pt ...... d due to Ih ....... (e) and ......... toted ...................... r-1 31~. r'~ ) l ~"~
*MEDICAL EXAMINER/CORONERNAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH
(Item 27) Type Pd~t
On the b&lie of examlnatto~ and/or investigation, in my opinion, death ..... d .' the time, dato, and pi ...... d due to th ....... (s) and..E ~;ll~. ¢:~ ~ ~. e.
33. ~ ' ' DATE FILED (Month. Day, Year)
I, MARCELLA M. WALTMAN of SouthMiddleton Township, Cumberland County,
Pennsylvama, declare this instrument to be my Last Will and Testament, hereby expressly
revoking ail Wills and Co&cds heretofore made by me
ONE I direct my Executrix to pay ail of my debts, funerai and admimstratlve expenses as
soon as may be done conveniently after my decease
TWO I specificaily give, dewse, and bequeath the sum of Five Thousand and no/100
($5,000 00) Dollars to SHIRLEY B. WALTMAN, promded that she has not remained If said
SHIRLEY B. WALTMAN, has remarried, I specifically g~ve, dewse, and bequeath the sum of
Two Thousand and no/100 ($2,000 00) Dollars
THREE I spemfically gtve, devise and bequeath to my grandchildren the following
a To DEBRA J. BISHOP
b To KATHRYN L. SIMON
c To GEORGE E. WALTMAN, m
d To KIM M. PAYNE
e To JOItN ANDREW LINS
f To ELIZABETH J. LENS
g To MICHAEL K. CONKLEN
h To STEPHEN G. CONKI_,EN
$ 2,000 00,
$ 2,000 00,
$ 2,000 00,
$ 2,000 00,
$ 2,OOO 00,
$ 2,000 00,
$1,000 00,
$1,000 00
If any of my above named grandchildren die before my death, then their share will be distributed
equally to the issue of smd deceased grandcluld If any of my above named grandcluldren die
before my death vathout living issue, then their share will be distributed as part of my residuary
bequest in Paragraph FIVE of this my Last Will
FOUR I specifically give, dewse, and bequeath to each of my great-grandctuldren who
are alive at my death, the sum ofF,ye Hundred and no/100 ($ 500 00) Dollars
FIVE All of the rest and rematnder of my estate of every nature and wherever situate to
my daughter, BEVERLY D. LINS If she has predeceased me, then all of the rest and remmnder
of my estate of every nature and wherever situate will be diwded equally by DEBRA J. BISHOP,
KATHRYN L. SLMON, GEORGE E. WALTMAN, 1]][, KIM M. PAYNE, JOHN
ANDREW L][NS, and ELIZABETH J. LINS If the aforementioned has predeceased me, their
share w~ll be distributed equally to their living issue If one of the aforementioned has
predeceased me without living issue, then theft share of my will be equally distributed to those
named who have survived me
SIX I appoint my daughter, BEVERLY D. LINS to serve as Executrix of this my Last
Will If she ~s unable to serve or ceases to serve as Executrix, I appoint MARCUS A.
McKNIGHT, I~, to serve as Executor oftlms my Last Will
SEVEN My Executrix may, at her d~scretlon, compromise clatms, borrow money, retmn
property for such length of time as she may deem proper, lease and sell property for such prices,
on such terms, at public or private sales, as she may deem proper, and invest estate property and
income w~thout restriction to legal investments
EIGHT No Executrix or Executor acting hereunder shall be required to post bond or
enter security m tbas or any jurisdiction
IN WITNESS WHEREOF, I have hereunto set my hand and seal tlus~ day of March,
1994
(SE )
MARCELLA M. WALTMAN
Signed, sealed, pubhshed and declared by MARCELLA M. WALTMAN, the above
named Testatrix, as and for her Last Will and Testament, m the presence of us, who, at her
request and in her presence and ~n the presence of each other have subscribed our names as
witnesses hereto
A CKNOWLEDGMENTAND AFFIDAVIT
WE, MARCELLA M. WALTMAN, SHARON L. SCHWALM and CHERYL L.
CLELAND, the testatrLx and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sown, do hereby declare to the undersigned authority that the testatrix
signed and executed the mstmmem as her Last Wdl and that she had signed willingly, and that she
executed it as her free and volunta~ act for the purpose herein expressed, and that each of the
w~tnesses, in the presence and hearing of the testatrix, signed the Will as a w~tness and hat to the
best of their knowledge the testatrix was, at that time, etghteen years of age or older, of sound
mind and under no constrmnt or undue influence
COMMONWEALTH OF PENNSYLVANIA
M~RCELI~ M. WALTMAN
SHARON L. SCH~WALM
(~R~R~/L. CLELANI~ ~
COUNTY OF CUMBERLAND
: SS:
Subscribed, sworn to and acknowledged before me by MARCELLA M. WALTMAN,
the testatrix herein and subscribed and sworn to before me by SHARON L. SCHWALM and
CHERYL L. CLELAND, w~tnesses thts~ day of March, 1994
---~t~yVublic x_~- --
Be~A Momson, Nota,'y Public
C mt~e Boro, Cumbedand County
, My Commission Ex]:xr6~ Dec 15,1996
·
REV- 1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
REV-1500
INHERITANCE TAX RETURI
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21-04-0302
COUNTYCODE YEAR NUMBER
HARRISBURG, PA 17128-0601
DECEDENT'SNAME(LAST, FIRSI, AND MIDDLE iNiTiAL)waltman Marcella M.
DATE OF DEATH (MM-DD-YEAR) J DATE OF BIRTH (MM-DD-YEAR)
03/16/2004 I 07/03/1912
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
cAPB
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1. Original Return ~ 247! SupplementaIReturn
4. Limited Estate . Future Interest Compromise (date of death after 17-12~82)
6. Decedent Died Testate Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
~ 9. Litigation Proceeds Received r~ 10. Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95)
SOCIAL SECURITY NUMBER
203 -10-3551
THIS HErURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(date of death
3. Remainder Return priorto 12-13-82)
5. Federal EstateTax Return Required
8. Total Number of Safe Deposit Boxes
~-~ 11. Election to tax under Sec. 9113(A)
(Attach Sch O)
NAME
Marcus A. McKni~ht Esq.
FIRM NAME (If Applicable)
IRWIN b McKNIGHT
TELEPHONE NUMBER
7i7/249-2353
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole -Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
~-] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
COMPLETE MN LING ADD RESS
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
119,950;.00
200,826~40
None
None
500.00
103,063.75
None
(8)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 22,425.65
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 595.07
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(11)
(12)
(13).
(14)
OFFICIAL USE ONLY
424,340.15
23,020.72
401,319.43
401,319.43
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
, rate, or transfers under Sec. 9116(aX1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
0.00 x .o 0
401,319.43 x .o 45
0.00 x
0.00 x .15
(15)
(16)
(17)
(18)
(19)
~ 0.00
18,059.37
0.00
0.00
18,059.37
~ Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
REV-1502 EX * (1-97) I
· I SCHEDULE A I
COMMONWEALTH OF PENNSYLVANIA / REAL ESTATE
INHERITANCE TAX RETURN I
ESTATE OF
FILE NUMBER
Marcella M. Waltman SS~/ 203-10-3551 03/16/2004 21~04-0302
All real property owned solely or as a tenant Jn common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledc of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1 34 Cardinal Drive, South Middleton Township, Carlisle 119,950.00
TOTAL (Also enter on line 1, Recapitulation)
119,950.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1502 EX (Rev. 1-97)
REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Marcella M. Waltman SSf/ 203-10-3551 03/16/2004 21-04-0302
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNIT VALUE
OF DEATH
1 Series E/EE Savings Bonds - See Attached 51,000.00
Accrued interest on item 1 to date of death 149,826.40
TOTAL (Also enter on line 2, Recapitulation) 200,826.40
(if more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97)
REV- 1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marcella M. Waltman SSJ~
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
203-10-3551 03/16/2004
FILENUMBER
21-04-0302
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 1986 Chevy Celebrity VIN ~/2G1AW19R4G1289725 500.00
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$ 500.00
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV- 1509 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marcella M. Waltman SS~ 203-10- 3551 03/16/2004
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-04-0302
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A.Beverly D. Lins Daughter
Co
65 Nelson Drive
Carlisle, PA 17013
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION Of PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank
account number or similar identi~ing numar. DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT Attachde~ forjointly-heldrealestate. VALUE OF ASSET INTEREST DECEDENT'S INTERES
1 Franklin County Teacher's 43,946.31 50.00% 21,973.16
Credit Union - Share
Savings Account 71610-01
2 iFranklin County Teacher's 20,082.67 50.00% 10,041.33
Credit Union - Term Share
Certificate - 71610-40
3 M & T Bank - Certificate of 20,023.38 50.00% 10,011.69
Deposit 031003913947718
4 M & T Bank - Checking 122,075.13 50.00% 61,037.57
Account - 88687066
TOTAL(Alsoenteronline6, Recapitulation) $ 103,063.75
(If more space is needed insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, inc. Form REV-1509 EX (Rev. 1-97)
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marcella M. Waltman SS~/
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
203-10-3551 03/16/2004
FILE NUMBER
21-04-0302
Debts of decedent must be reported on Schedule I.
iTEM
NUMBER DESCRIPTION
FUNERAL EXPENSES:
Donation to Church for Use of
2
3
4
1
2
3
4
5
6
Funeral Arrangement - Casket
Fellowship Room
Hairdresser
Musselman Funeral Home & Cremation Services, Inc.
Total of Continuation Schedule(s)
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City
Year(s) Commission Paid:
State Zip
Attorney's Fees IRWIN & McENIGh~r
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Cumberland Law Journal - Estate Notice
Giant - Food for Luncheon
Register of Wills Filing Fee - Inheritance Tax Return
Schrock's Arbor Service - Lawn Maintenance
Telephone calls
The Sentinel Estate Notice
TOTAL (Also enter on line 9, Recapitulation) $
Total of Continuation Schedule(s)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
50.00
159.00
40.00
3,894.00
215.00
16,500.00
298.00
475.00
75.00
73.61
25.00
478.00
13.84
125.00
4.20
22,425.65
Copyright(c) 1996 form software only CPSystems, lnc. Form REV-1511 EX (Rev. 1-97)
Estate of: Marcella M. Waltman
Soc Sec #: 203-10-3551
Date of Death: 03/16/2004
Item Description
Continuation of Schedule H-A
(Funeral Expenses)
Amount
Pastor Myers
Two Readers
Rolling Green Cemetery Company
50.00
40.00
125.00
215.00
Estate of: Marcella M. Waltman
Soc Sec #: 203-10-3551
Date of Death: 03/16/2004
Continuation of Schedule H-B7
(Other Administrative Costs)
Item Description
Amount
7 Walmart Guest Book
4.20
4.20
REV-151~ EX * (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marcella M. Waltman
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS# 203-10-3551 03/16/2004
FILE NUMBER
21-04-0302
Include unreimbursed medical expenses.
ITEM
NUMBER
1
2
3
4
5
6
DESCRIPTION
Carlisle Regional Medical
Comcast Cablevision
Liberty Mutual Insurance -
Med-Ed
South Middleton Township
Sprint Telephone
Center - Medical
Homeowners Insurance
Municipal Authority
Water Bill
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
100.00
84.81
62.10
220.93
99.00
28.23
$ 595.07
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-151Z EX (Rev. 1-97)
RE,V- 151~ EX + (9-00)
COUMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marcella M. Waltman SS~/
NUMBER
I.
I1.
SCHEDULE J
BENEFICIARIES
203-10-3551 03/16/2004
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116¢)(1.Z)]
Christopher Bishop
4311 5th Avenue, N.W.
Seattle, WA 98107
Donald Bishop
1660 8A 40th Avenue, N.E.
Arlington, WA 98223
Lee Bishop, Jr.
202 Norman Road
Camp Hill, PA 17011
Angela Conklin
156 Church Road
Shermans Dale, PA
17090
Jason M. Conklin
5 Creekbottom Circle
FILE NUMBER
21-04-0302
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Other
Other
Other
Other
Other
AMOUNT OR SHARE
OF ESTATE
500.00
500.00
500.00
500.00
500.00
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART Il - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
$ 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) ZOO0 form software only T he Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00)
Estate of: Marcella M. Waltman
Soc Sec #: 203-10-3551
Date of Death: 03/16/2004
Continuation of Schedule J, Part I
(Taxable Bequests)
Item
Name and Address of Beneficiary
Relationship
A2n ount or
Share of Estate
6
10
11
12
13
14
15
16
Dillsburg, PA 17019
Michael K. Conklin
100 Spangler Road
Lewisberry, PA 17339
Stephen G. Conklin
100 spangler Road
Lewisberry, PA 17339
Stephen G. Conklin, Jr.
100 Spangler Road
Lewisberry, PA 17339
Debra J. Dickhart
212 Hillcrest Drive
Carlisle, PA 17013
James Daniel Ford
422 N. Second Street
Wormleysburg, PA 17043
Kim M. Henkel
414 "A" Street
Carlisle, PA 17013
Beverly D. Lins
65 Nelson Drive
Carlisle, PA 17013
Elizabeth J. Lins
65 Nelson Drive
Carlisle, PA 17013
Hope Elizabeth Lins
P.O. Box 214
Lewisberry, PA 17339
John Andrew Lins
P.O. Box 214
Lewisberry, PA 17339
Kathryn Adele Simon
422 N. Second Street
Grandson
Grandson
Other
Granddaughter
Other
Granddaughter
Daughter
Granddaughter
Other
Grandson
Other
1,000.00
1,000.00
500.00
2,000.00
500.00
2,000.00
Remainder
2,000.00
500.00
2,000.00
500.00
Estate of: Marcella M. Waltman
Soc Sec #: 203-10-3551
Date of Death: 03/16/2004
Continuation of Schedule J, Part I
(Taxable Bequests)
Item
Name and Address of Beneficiary
Relationship
Amount or
Share of Estate
17
18
19
20
21
22
Wormleysburg, PA 17043
Kathryn L. Simon
422 N. Second Street
Wormleysburg, PA 17043
Austin Waltman
623 Ridge Road
Lewisberry, PA 17339
Britteny Waltman
11 Broken Ground Road
Concord, NH 03301
George E' Waltman III
623 Ridge Road
Lewisberry, PA 17339
Marisa Waltman
11 Broken Ground Road
Concord, NH 03301
Shirley B. Waltman
46 N. Tenth Street
Lemoyne, PA 17043
Granddaughter
Other
Other
Grandson
Other
Daughter- in-Law
2,000.00
500.00
500.00
2,000.00
500.00
5,000.00
£ AS T £ AND TE $ TAM ENT
I, .~DkRCELLA M. WALTMAN of South Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking fll Wills and Codicils heretofore made by me.
ONE: ! direct my Executrix to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
TWO: I spedfically give, devise, and bequeath the sum of Five Thousand and no/100
($5,000.00) Do~ars to SHI2RLEY B. WALTMAN, provided that she has not remarried. If said
SHIRLEY ]3. WALT_'3t_IAN, has remarried, I specifically give, devise, and bequeath the sum of
Two Thousand and no/100 ($2,000.00) Dollars.
THREE:
I specifically give, devise and bequeath to my grandchildren the following:
a. To DEBRA J. BISHOP ' $ 2,000.00;
b. To !C4.THRYN L. SLMON ....................... $ 2,000.00;
c. To GEORGE E. WALTMAN, III ................. $ 2,000.00;
d. To KLM M. PAYNE ............................ $ 2,000.00;
e. To JOHN ANDREW LLNS ...................... $ 2,000.00;
£ To ELIZABETH J. LLNS ........................ $ 2,000.00;
c~ To MICHAEL K. CONKLEN $1,000.00;
h. To STEPHEN G. CONKLLN' ..................... $1,000.00.
If any of my above named grandchildren die before my death, then their share will be distributed
equally to the issue of said deceased grandchild. If any of my above named grandchildren die
before my death w:,'thout living issue, then their share will be distributed as part of my residuary
bequest in Paragraph FIVE of this my Last Will.
FOLrR: I specifically give, devise, and bequeath to each of my great-grandchildren who
are alive at my death, the sum of Five Hundred and no/100 ($ 500.00) Dollars.
FIVE: Al! of the rest and remainder of my estate of every nature and wherever situate to
my daughter, BEvERLy D. LLNS. If she has predeceased me, then all of the rest and remainder
of my estate of every nature and wherever situate will be divided equally by DEBRA J. BISItOP,
KATItRYN L. SLMON, GEORGE E. WALT,MAN, HI, KE~I M. PAYNE, JOHN
ANDREW L~rh'S, ~d ELIZABETH a. LENS. If the aforementioned has predeceased me, their
share will be distributed equally to their living issue. If one of the aforementioned has
predeceased me without living issue, then their share of my will be equally distributed to those
named who have survived me.
SLX: ! appoint my daughter, BEvERLY D. LINS to serve as Executrix of this my Last
YVill. If she is unable to serve or ceases to serve as Executrix, I appoint MARCUS A.
McKNIG!tT, IL!, to serve as Executor of this my Last Will.
SEVEN: N:[y Executrix may, at her discretion, compromise claims, borrow money, retain
property for such length of time as she may deem proper; lease and sell property for such prices,
on such terms, at public or private sales, as she may deem proper; and invest estate property and
income without restriction to legal investments.
EIGF!T: No Executrix or Executor acting hereunder shall be required to post bond or
enter security in t~s or any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this~ day of March,
1994.
MARCELLA M. WALTSL4,N
Signed, sealed, published and declared by I~L4~RCELLA M. WALTMAN, the above
named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her
request and in her presence and in the presence of each other have subscribed our names as
witnesses hereto.
A CKNO WLEDG3IENT AND A FFIDA V1T
/,FE, XU4,RCELLA M. WALTMAN, SHARON L. SCHWALM and CHERYL L.
CLELAND, the testatrix and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sown, do hereby declare to the undersigned authority that the testatrix
signed and executed the instrument as her Last Will and that she had signed willingly, and that she
executed it as her free and voluntary act for the purpose herein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and hat to the
best of their knowledge the testatrix was, at-that time, eighteen years of age or older, of sound
mind and under no constraint or undue influence.
COM,MON'WEALTI~t OF PENNSYLVANIA
COUNTY OF CUMBERLAND
: SS:
Subscribed, sworn to and acknowledged before me by ~L~RCELLA M. WALTMAN,
the testatrix herein and subscribed and sworn to before me by SHARON L. SCI:iWALM and
CHERYL L. CLELAND, witnesses this~ day of March, 1994.
~otary ~ublic ~ '
Motor Company, Inc.
TRUCKS
~1402 lffolly Pike, Carlisle, Pennsylvania 17013 · Telephone 71 7~243-3066 · FzlX 717-2~o_ 7o~ __
499 Mitchell Road, Millsboro, DE 19966 lVlail Code DE-MB-12
Irwin & McKnight :
Attorneys At Law
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013-3222
Phone(888) 502-4349
Fax (302) 934-2955
March 26,2004
Re: Estate off: Marcella M. Waltman
Social Security: 203-10-3551
Date of Death: March 16, 2004
Dear Mr. McKnight:
Per your inquiry dated March 24, 2004, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1. Type of Account Checking Account
Account Number 88687066
Ownership (Names
klarcella M Waltman
Beverly D Lins
S J Conklin, POA
Opening Date 06/28/71
Balance on Date of Death
$122,068.86
Accrued Interest $ 6.27
Total
$122,075.13
Total Calendar Year Interest to Date of
Death
Type of Account
Account Number
O,vnership (Names
Opening Date
Balance on Date of Death
A ccrued Interest
Total
Certificate of Deposit
031003913947718
Beverly D Lins
Marcelta M Waltman
O L 0 8/O0
$2 O, 000. O0
$ 23. 38
Please be advised there was no safe deposit box found for the above decedent. For further account information,
closures and/or reimbursement of funds, etc. please call the Spring Garden Office # 717-240-4525.
Sincerely,
Franklin County Teachers'
Credit Union
Working Together to Make the Grade
1156 Kennebec Drive
P.O. Box 505
Chambersburg, PA 17201
Phone: 717-264-6506
Toll-Free: 888-968-7828
Fax: 717-264-1441
www. fctcu, org
April 1, 2004
Law Offices Irwin & McKnight
Attn: Marcus A. McKnight III
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013
Re: Account information for ~a,,,,eAa M. Waltman
Dear Mr. McKnight:
The account ofMarcella M. Waltman was a joint account held between Marcella and
Beverly Diane Lins. The account is numbered 71610 and was established on December
7, 2001. The account has always been held in the names of the above mentioned
individuals. The balance of the Share Savings account, numbered 71610-01, (principal
plus accrued interest) as of March 1.6, 2004 was $43,946.31 ($43,777.45 plus $168.86).
The accrued interest up to the date of death was $168.86. Mrs. Waltman also maintained
a Term Share Certificate with us numbered 71610-40. The balance of this certificate
(principal plus accrued interest) as of March 16, 2004 was $20,082.67 ($20,000.00 plus
$82.67). The accrued interest up to the date of death was $82.67. Per Mrs. Waltman's
agreement, the dividends to the Certificate are payable to the Share Savings account. No
accounts have been closed within one year prior to the date of death.
Because this is ajoint account, all funds automatically revert to the joint owner. In the
event that Beverly wishes to close the account, lr have enclosed an account change card
for her to sibm. We ':.'il! also need for you to provide us with a Death Certificate for Mrs.
Waltman. If you have any further questions please feel free to contact me.
Sincerely,
06/07/200~
09:29 71-,'/2406-,7~
VIILSON HIDDLE SCHOOL
PAGE 82
Pennsylvania law requira~ that all mai estate be valued as of the most recent county-wide reasse&$ment. The last
reessessrnent, or tax baas year, wes 2000. Since the last rea.~sessment In 2000, properb'es have been assessed at 100% of
Year 2000 value (the 'Pm-Determined Ration). The new tax base yeerwill be the Year 2004, with the new assessed values
becoming effective for the 2005 tax year. The Pm-Determined Ratio remains et 100%. Your new assessed value equals your
Year 2004 market value.
When the new 2004 tax baal Is determined after this reassessment, all taxing dlstrtct~ are requlred by law to lower the
millage rate by the eame propo~don that the tax base went up. The law pmvides that In the flrst year etter reasse$&ment
(2005), the county end all towllships and boroughs may not increase overall revenue on their existing texbase by mom than
five percent (5%) and school districts may not increase overall revenue an their existing texbase by mom then ten percent
(10%). The county and the othertaxing bodies will make these decisions next year, and may choose not to increase overall
revenue. Of course, some individual's taxes will go up or down by more than those percentages. The essential point ia that
an Increase In market ¥IIU~I does not necessarily mean a corresponding Increase in taxes. Individual changes in
taxes will depend upon a specific property's change aa compared to the overall change for the taxing dlatrlcL
The ESTIMATED impact statement printed below Is our best estimate of change, based on 2004 COUNTY tax figures. THIS
ESTIMATE DOES NOT INCLUDE ANY BOROUGH, TOWNSHIP, OR SCHOOL DISTRICT IMPACT.
ESTIMATED COUNTY TAX. IMPACT: Currant 2004 County mille - 2.352
Adjusted 2004 County mille - 2.138
$ 281 : 2004
$ 256 : 2004
Co~'.,y Tax ~EFORE Rmasses~ment.
Cot~L"y Tax AFTER Re&eaeesment.
THIS IS. NOT A TAX BILL .''
Parcel IcLenti£ie=: ''
4.0-24'-0760-0.07. ::i.
Lanai 24,000 ' ' 24.,.60~ 24'.,. 600'
Butlcllng~ 95,390 95,3~'0 95', 3:5.0
TOTAL 119; 390 119, 9SO. 119,950'
....
Buildings ~P~Z~ ~Z~
TOTAL ..,
C/sen and Gmen values app~ te ~ ~ and ~st land, Such values
beams effe~ve only upon ~pll~n and a~pmvaL All
m~lved by ~e Assessment Offi~ by 4:30 p;m. on O~o~'15,
pmvious/y appmv~ ~r ~ e~d ~ ~ horned ~ ~pp/y.
Inventory Report
Active Inventory
Print Date: 06/04/2004
Bonds: File Pricin¢ Date:
I I1~ · I I~,11 I~ I-~C~,Lt~,
Issue rext Intereslnal Maturil
No. Series Denom Serial Number Date Price Interest Value Rate Yield Date Date Note
1 __E $1,000 M208638945E 04/1979 $750.00 $2,733.60 $3,483.60 4.00% 6.370/0 04/2004 04/2009
2 E 1,000 M208638935E 04/1979 750.00 2,733.60 3,483.60 4.00% 6.37% 04/2004 04/2009
3 E 1,000 M~08638936E 04/1979 750.00 2,733.60 3,483.60 4.00% 6.37% 04/2004 04/2009
4 E 1,000 M208636937E 04/1979 750.00 2,733.60 3,483.60 4.00% 6.37% 04/2004 04/2009
5 EE 1,000 M2296017EE 04/1981 500.00 1,780.00 2,280.00 4.00% 6.86% 04/2004 04/2011
6 EE 1,000 M2296016EE0 04/1981 500.00 1,780.00 2,280.00 4.00% 6.86% 04/2004 04/2011
7 EE 1,000 M3446419EE 09/1982 500.00 1,598.00 2,098.00, 4.00% 6.78% 09/2004 09/2012
8 E-E 1,000 M3446420EE ~9/1982 500.00i 1,598.00' 2,098.00 4.00% 6.78% 09/2004 09/2612
9 EE 1,000 M3446421__ EE 09/1982 500.00 1,598.00 2,098.00 4.00%' 6.78% 09/2004 09/2012
10 EE 1,000 M3446422EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012
11 EE 1,000 M344'6423EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012
12 EE 1,0~0 M3954551EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78°/, 09/2004 09/2012
13 EE 1,000 M3954553EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012
14 EE 1,000 M3954552EE 09/1982 500.00 ' 1,598.60 2,098.00 4.00% 6.78% 09/2004 09/2012
15 EE 1,000 M3954554EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012
16 EE 1,000 M3954555EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012
17 EE 1,000 M3954556EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012
18 EE 1,000 M3954557EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012
19 EE 1,000 M3446418EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/200,1 09/2012
20 EE 1,000 M389580EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/2004- 09/2012
21 EE 1,000 M839849EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012
22 EE 1,000 M839848EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012
23 E~: 1,000 M839847EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012
24 EE 1,000 M839846EE 09/1982 500.00 1,598.00 2,098.00i 4.00% 6.78% 09/2004 09/2012
25 EE 1,000 M839845EE__ 09/1982 500.00; 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012
26 EE 1,0~0_0 M839844EE 09/1982 500.00 1,59~00 2,098.00 4.00% 6.78% 09/2004 09/2012
27 EE 1,00OM8398Z~3EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012 --
28 EE 1,000 M839842EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012
29 EE 1,000 M839841EE 09/1982 500.00 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012
30 EE 1,000 M839840EE__ 09/1982 _500.00. 1,598.00 2,098.00 4.00% 6.78% 09/2004 09/2012
_31 EE 1,000 M3954567EE 12/1982 500.00 1,462.80 1,962.80 4.00% 6.62% 06/2004 12/2012
32 EE 1,000 M3954566EE 12/1982 500.00 1,462.80 1,962.80 4.00% 6.62% 06/2004 12/2012
33 EE 1,000 M3954575EE 1~/1982 500.00 1,462.80 1,962.80 4.00% 6.62% 06/2004 12/2012
34 EE 1,000 M3954574EE 12/1982 500.00 1,462.80 1,962.80 4.00% 6.62% 06/2004 ~2/2012 --
35 EE 1,000 M3954573EE 12/1982 500.00 1,462.80 1,962.80 4.00% 6.62% 06/20-04 12/201~
36 EE 1,000 M3954572EI~ 12/1982 500.00 1,462.80 1,962.80 4.00% 6.62% 06/2004 -- 12/2012 --
37 EE 1,000 M3954571EE 12/1982 500.00 1,462.80 1,962.80 4.00% 6.62% 06/2004 12/2012
38 EE 1,000M39~5_4__568~EE 12/1982 500.00 1,462.80 1,962.80 4.00% 6.62% 06/2004 12/2012
G:\KNoel\Estates\Waltman Marcella\Bonds.sbw Page 1 of 2
Inventory Report
Active Inventory
Print Date: 06/04/2004
Bonds: File Pricing Date: 03/2004
No. Series~-i
~4° I EE /
I41 I EE|
/ 42 / EE_]_
43 J EE|
44 I EEl
45/ EEL
46 /EEl-
Issue ext Interes£nal Maturit
Denom Serial Number Date Price Interest Value Rate Yield Date Date Note
$1,000 M3_954570EE 12/1982 $500.00 $1,462.80 $1,962.801 4.00% 6.62% 06/2004 12/2012
1,000 M39~54569EE 12/1982 500.00 1,462.80 1,962.80 4.00°/o~ 6.62% 06/2004 12/2012
10,000 X1890951EE 10/1990 5,000.00 5,576.00! 10,576.00 4.00% 5.85% 04/2004 10/2020 * --
10,000 X 1890950EE__ 10/1990 5,000.00 5,576.00 10,576.00 4.00% 5.85% 04/2004 10/2020 *
10,000 X28722EE__ 04/1981 5,000.00 17,800.00i 22,800.00 4.00% 6.86% 04/2004 04/2011
10,000 X28723EE 04/1981 5,000.00 17,800.00 22,800.00 4.00% 6.86% 04/2004 04/2011
10,000 X28724EE__ 04/1981 5,000.00 17,800.00 22,800.-00 4.00% 6.86% 04/2004 04/2011
10,000 X28721EE 04/1981 5,000.00 17,800.00 22,800.00 4.00% 6.86% 04/2004 04/2011
Inventow Totals:
I B°nds~ Price Interest Value
46 / $51,000.00 $149,826.40 $200,826.40
· CI- bond was Cashed :n · EX - bond was EXchanged for an HH bond · ME - bond is ~4 atured and Exchangeable for an HH bond
· MN - bond is Matured and Not exchangeable for an HH bond · NE - bond is Not yet Eligible for payment (it's < 6 months old) · NI - bond has Not yet been :ssued
· p5 ~ bond is a Series I or EE, was issued in or after May 1997 and includes a 3-month-interest Penalty until the bond is s years old
· * bond is a Series I or EE, was issued in or after January 1990 and may be tax exempt if used for post-secondary education
· ( ) bond was Cashed In or EXchanged for an HH bond, but is being priced on a date prior to the cashed or exchanged date
G:\KNoel\Estates\Waltman Marcella\Bonds.sbw Page 2 of 2
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Beverly D. Lins
being duly sworn according fo law, deposes and says that she is the Executrix
of the Estate of Marcella M. Waltman
late of So_u_._t_h_~ M~dd~let_o~_%ownshi_p , Cumberland County, Pa., deceased and that the
within is an inventory made by Beverly D. Lins , the said Executrix
of the entire estate of said decedent, cons;st;ag of all the personal property and rea~ estate, except rea~ estate outside
fha Commonwealth of Pennsylvania, and that the figures opposite each ~tem of the Inventory represent ~t's fe~r value
as of the date of decedent's death.
Sworn
and subscribed before me,
this 4th day of June, ]9.2004
/ 'r.~..;~;~_~. ~ n uT t'"qm~YLVAhiiA
Marina L No~, Na~ FU~c I
Member, Pennsylvania As~atlon Of Notaries
Date o~ Death 16
~everly~ [~ns ,~ZE~ecutrix
65 Nelson Drive
Carlisle, PA 17013
Address
03 2004
Day Month Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as fo personalty or realty
4. See Arflcle IV, Fiduciaries Act of 1949. , ~
.-.j
I.U
0
d
Inventory of the real and personal estate of
MARCELLA M. WALTMAN
deceased
1. 34 Cardinal Drive, South Middleton Township, Carlisle, PA ..........
2. Series E/EE Savings Bonds ~)', .................
3. 1986 Chevy Celebrity - VIN #2G1AW19R4G1289725 ................
TOTAL ...................
119,950 00
200,826 40
500 00
321,276 40
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 004028
MCKNIGHT MARCUS A III
60 W POMFRET STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 203-10-3551
FILE NUMBER: 2104- 0302
DECEDENT NAME: WALTMAN MARCELLA M
DATE OF PAYMENT: 06/09/2004
POSTMARK DATE: 06/09/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 03/1 6/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $17,156.40
REMARKS:
TOTAL AMOUNT PAID:
$17,156.40
SEAL
CHECK# 021236
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/01/2004
MCKNIGHT MARCUS A III
60 W POMFRET STREET
CARLISLE, PA 17013
RE:
Estate of WALTMAN MARCELLA M
File Number: 2004-00302
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 07/09/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
GLENDA FARNER STP~ASBAUGH
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/01/2004
LINS BEVERLY D
65 NELSON DRIVE
CARLISLE, PA 17013
RE:
Estate of WALTMAN MARCELLA M
File Number: 2004-00302
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 07/09/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
Sincerely,
Clerk of the Orphans' Court
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Estate No.:
Marcella M. Waltman
March 16, 2004
21-04-0302
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on July 8, 2004 .
Name Address
Beverly D. Lins
Shirley B. Waltman
Debra J. Bishop Dickhart
Kathryn L. Simon
George E. Waltman, IH
Kim M. Payne Henkel
John Andrew Lins
Elizabeth J. Lins
Michael K. Conklin
Stephen G. Conklin
65 Nelson Drive, Carlisle, PA 17103
46 N. Tenth St., Lemoyne, PA 17043
212 Hillcrest Drive, New Cumberland, PA 17070
422 N. Second Street, Wormleysburg, PA 17043
623 Ridge Road, Lewisberry, PA 17339
414 "A" Street, Carlisle, PA 17013
P.O. Box 214, Lewisberry, PA 17339
65 Nelson Drive, Carlisle, PA 17013
100 Spangler Road, Lewisberry, PA 17339
100 Spangler Road, Lewisberry, PA 17339
Notice has now been given to all persons entitled thereto under RuJ)} 5.6(a) e~ept none .
Date: 07/08/04 ~U'~' ~d~
~.: Signature (~ /xNN~
, , IRWIN & McKNI~
J
Name Marcus A. McKnight, III, Esquire
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone(717) 249-2353
Capacity:
__ Personal Representative
X Counsel for Personal Representative
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
MARCEIJ.A M. WALTMAN
Date of Death:
MARCH 16, 2004
No. 21-04-0302
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: X Yes 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:
Date:
a. Did the personal representative file a final account with the Court?
~ Yes X No
b. The separate Orphans' Court No. (if any) for the perso~l!:~epres~tativ6%
account is:
c. Did the personal representative state an account informally to tl~s~parties.
in interest? X Yes No
:
· Copies of receipts, releases, joinders and approvals of f6rmill ord~aformhl :ii.
accounts may be filed with the Cler!~ff Orphan's i~/omn~and-~ v
at ' _ ma., be
tached to th~s report.
09/21/2004 ~
Signature
IRWIN & McI~:~.~HT
Marcus A. McKnigh-IT~%gs~re
Name (please type or print)
60 West Pomfret Street
Address
Carlisle, PA 17013
City, State, Zip
_. (71% 249-2353
Telephone Number
Capacity:
X
Personal Representative
Counsel for Personal Representative
BUREAU OF INDIVIDUAL TAXES
IHHERITANCE TAX DIVISION
DEPT. Z60601
HARRTSRURG, PA 1712&-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLONANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-l;47 EX &FP (01-05)
MARCUS A MCKNIGHT ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17015
DATE
ESTATE OF
DATE OF DEATH
FXLE NUMBER
COUNTY
ACN
08-ZS-Z00q
WALTMAN
0$-16-Z00q
21 0q-0$0Z
CUMBERLAND
101
Aeoun~ ReaLiZed
MARCELLA
MAKE CHECK PAYABLE AND REMXT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
_C_U_T__A_.L_O_N_G_~?'~Z__S__L___~_____-_~.~'_. RETAIN LOWER PORTTON FOR YOUR RECORDS *~
REV-lSd7 EXi':AFP GD~1-O~ NOTZCE--~-~-~H~:~-Z-~'N'(~-:I'-~' ~'~I~'A-f~:~I'E'I~--~,i'~OWA-N'(~E OR
~ ~ . DISALLOWANCE OF DEDUCTIONS AN]) ASSESSMENT OF TAX
ESTATE OFi~iI~RLTMAN ,-,;.~ MARCELLA M FILE NO. 21 0q-0502 ACN 101 DATE
~ , .:~ RETURN ~/AS: (X) ACCEPTED AS FILED ( ) CHANOED
M
08-2~-200q
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRATSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~:e~e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
$. Closely Held S4:ock/Par~nership In~eres~: (Schedule C) (3)
~. Mor:~gages/No~:es Receivable (Schedule D) (~)
5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) ($)
6. Jointly Owned Propar~y (SchaduZe F) (6)
7. Transfers (Schedule G) (7)
8. To,al Assa~cs
APPROVED DEDUCTZONS AND EXEMPTTONS:
9. Funeral Expanses/Ada. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. To*al Deductions
12. Na~ Value of Tax Re~urn
1197950.00
200~826.q0
.00
.00
500.00
1037063.75
.00
(8)
22,q25.65
595.07
NOTE: To insure proper
credi~ ~o your account,
subai~ ~he upper portion
of ~his fora w~h your
~ax payaen~.
15.
lq.
NOTE:
qZq,~qO.15
(11) 2~.020.72
(12) q01,$19
.00
qO1,319.q$
Cheri~able/governaen~al Bequest:s; Non-elected 9113 Trusts (Schedule J) (15)
Net Value of Estate Subject to Tax (lq)
Zf an assessment was issued previously, 11nas lq, 15 and/er 16, 17,
reflect f/gures that include the total o~ ALL returns assessed to date.
18 and 19 ~'il1
(is) .00 x O0 : .00
(16) fiOl,$19.q$ x Off5: 18,059.$7
(17) . O0 x 12 = . O0
(18) .00 x 15 : .00
(19)= 18,059.$7
AMOUNT PAID
17,156.q0
ASSESSMENT OF TAX:
15. Aaoun* of Line lq a~ Spousal ra*e
16. Aaoun~ of Line lfi ~axeble e~ Lineal/Class A ra~e
17. Aeoun~ of Line lq a~ Sibling ra~a
18. Aaoun~ of Line lq ~axable a~ Collateral/Class B ra~e
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+}
DATE NUMBER INTEREST/PEN PAID (-)
06-09-ZOOq CDOOq028 902.97
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUEI
INTEREST AND PEN.
TOTAL DUE
18,059.57
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION:
Estates of decedents dying on or before December iZ, 198Z -- if any futura interest in the estate is transferred
in possession or enjoyment to Class B (collateral) benaficiar[as of the decedent after tho expiration of any estate for
1ifa or for yaers, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawfut Class B (collateral} rate on any such future interast.
PURPOSE OF
NOT[CE:
PAYRERT:
REFUND (CR):
OBJECTIONS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 21~0 of the Inheritanca and Estate Tax Act, Act 25 of ZOO0. (Ti P.S.
Section 91~0).
Detach the top portion of this Not[ce and submit with your payment to the Register of Hills printed on the reverse side.
--Rake check or money order payable to: REGISTER OF H/LES, AGENT
A refund of a tax credit, which ams not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estata Tax" (REV-1515). Applicatlons ara available at tha Office
of the Register of Rills, any of tha Z3 Revenue District Offices, or by calling the special 2fi-hour
answering service for forms ordering: 1-800-$BZ-ZOSO; sarv[cas for taxpayars with special hearing and / or
speaking needs: 1-800-~47-~0Z0 (TT only).
Any party in intarast not satisfied with the appraisement, allowance, or disallo#ance of deductions, ar assessment
of tax (including discount or intarest) as shown on this Rot[ce must ob~act eithin sixty (60) days of race[pt of
this Notice by:
--written protest to the PA Department of Ravenua, Board of Appeals, Dept. ZBIOZi, Harrisburg, PA 171ZB-lOZ1, OR
--elaction to have the matter determined at audit of tho account of the personal represantativa, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should bm addressed in writing to: PA Department of Revonue~
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. lB0601, Harrisburg, PA 171ZB-0601
Phone (717) 787-6505. See page 5 of tho booklet "Instructions for lnharitance Tax Return for a Residant
Decedent" (REV-lSD1) for an explanation of administratively correctabla errors.
If any tax due is paid within three (5) calendar months after the decadent's death, a five percent (SI} discount of
the tax paid is allowed.
The 1Si tax amnesty non-participation penalty is computed on the total of the tax and interest assassad~ and not
paid before January 18, 1996~ the first day after the and of the tax amnesty period. This non-participation
penalty is appaalable in the same manner and in the tho same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
daath, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rata of
six (6Z) percent par annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after
January 1, 19Bi will hear interest at a rate which will vary from calendar year to calendar year with that rate
announced by tha PA Department of Revenue. The applicable interest rates for 19BI through 2004 are:
Interest Daily Interest Daily Interest
Year Rate Factor Year Rata Factor Year
~'~ 20Z .000548 ~1~"~'8-1991 11Z .000501 ~
1985 16Z .00045B 199Z 9Z .000Z47 ZOOZ
198~ llZ .000~01 1995-1994 7Z .O0019Z ZOO3
1985 13Z .0003S6 1995-1998 9Z .000247 2004
1986 lOZ .OOOZ7~ 1999 72 .OOOlgZ
1987 lOX .000274 ZOO0 7Z .00019Z
--interest is calculated as follows:
Daily
Rate Factor
9Z .000Z47
6Z .000164
5Z .000157
~Z .000110
INTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELINI~UENT X DATLY TNTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days
beyond the date of the assessment. If payment is made after the interest computation date shown on tha
Notice, additional interest must be calculated.
BUREAU OF INDIVlDUIll, JW1L
INHERITANCE TAX DIVISIQN
PO BOX Z8060 1
HARRISBURG PA 171Z8-06Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
'i"."l- '.' f '( ,.,-/
LUU~ rH~ L
PC 12: 40
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-18-2005
WALTMAN
03-16-2004
21 04-0302
CUMBERLAND
101
Ci i-["_'/
,..t_ ,\
MARCUS A ~ (if 1fT
IRWIN a ~NisHT"!
60 W POMFRET ST
CARLISLE PA 17013
A.aunt H...1 tted
'*
REV-1593 EX AFP (03-05)
MARCELLA
M
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
to your account, subMit the upper portion of this for. with your tax payment.
CUT ALONG THIS LINE
llW-~~Y.n.AJ!r..TlIr-'lml....
RETAIN LOWER PORTION FOR YOUR RECORDS ...
..~..r~~t1r.fl~.I~IIr.I&~.ttnnff..j(.............................
ESTATE OF WALTMAN
M FILE NO. 21 04-0302
ACN 101
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
nVE
nON
llJ
(2J
13J
14J
151
16J
171
.00
200.826.40
.00
.00
500.00
163,038.75
.00
(8J
1. Real Est.t. [Schedule A)
2. Stocks and Bonds (Sche Ie B)
3. Closely Held stock/Part ership Interest (Schedule C)
4. Mortgages/Notes Receive 1. (Schedule DJ
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule El
6. Jointly Owned Property Schedule f)
7. Transfers (Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS
9. Funeral Expenses/Ad.ini trative Costs/
Hiscellaneous Expenses Schedule H)
Debts/Hortgage Liabilit as/Liens (Schedule I)
Total Daductions
Net Value of Tax Ret m
Charitabla/Gover~n al Bequests; Non-electad 9113 Trusts
Net Value of Estata ubject to Tax
10.
11.
12.
13.
14.
TAX:
lS. Anount of Line 14 at Sp sal rate
16. ~ount of Line 14 taxab a at Lineal/Class A rat.
17. Amount of Lina 14 at SI ling rata
18. ~ount of Line 14 taxab a at Collataral/Class B rate
19. Principal Tax Dua
TAX CREDITS:
19J
1l0J
22,425.65
595.07
llll
112J
113J
114J
(Schedule oJ)
115J
116J
1171
llBJ
.OOX 00 =
341.344.43 X 045=
.OOX 12 =
.OOX 15 =
119J
DATE
06-09-2004
NUNBER
CD004028
INTEREST/PEN PAID (-J
768.02
MOUNT PAID
17,156.40
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE
05-18-2005
364,365.15
23,020.72
341,344.43
.00
341.344.43
.00
15.360.50
.00
.00
15.360.49
17 924.42
2,563.93CR
.00
2,563.93CR
. IF PAID AFTER DATE INDICATE , SEE REVERSE
FOR CALCULATION OF ADDITI L INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REqUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIDNS.J ~~<--
REV-1470 EX (6-88)
'*' INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME MARCELLA M WALTMAN FILE NUMBER
2104-0302
REVIEWED BY )N ACN
SCOTT ELLIS 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
THE JOINTLY OWNED REAL ESTATE HAS BEEN MOVED FROM SCHEDULE A AND
TAXED AT 50. . ON SCHEDULE F. A REFUND WILL BE FORTHCOMING.
ROW Paqe 1
:;~=of:'~~v.~~~ g\~~0SF
_ISIUIlIl PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1607 EX AFP 105-05)
2005 JUL 22 Pt1 2: 10
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-27-2005
WALTMAN
03-16-2004
21 04-0302
CUMBERLAND
101
Mount ...1 u...
MARCELLA M
CL.ERK OF
ORDUt,',!'" '''/'I'RT
I I V\! ,; .::; 'Jdu I
MARCUS CAJ~HtkHIS~T :eSQPi\
IRWIN a MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insu... pr_r credit to your _t, ....It the _r portion of this fOI"ll with your tax _to
CUT ALONS THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
.........~~.................i...........~.~~.........~.~.J!.~............................................
REV-1607 Ex AFP (03-05) ... INH~RITANCE TAX STAT~M~NT OF ACCOUNT ...
ESTATE OF WALTMAN MARCELLA M FILE NO.21 04-0302 ACN 101 DATE 06-27-2005
THIS STATEIENT IS PIlOVIDED TO ADVISE OF THE CUUENT STATUS OF THE STATED ACN IN THE NAIlED ESTATE. SIIlIlIN BELlIN
IS A SlIlItARY OF TIlE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE, AND, IF APPLICABLE.
A PROJECTED INTEREST FIIIUIE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 05-17-2005
PRINCIPAL TAX DUE, 15.360.49
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-09-2004 CD004028 768.02 17,156.40
06-10-2005 REFUND .00 2,563.93-
TOTAL TAX CREDIT 15.360.49
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00
SIDE FOIt CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN tl,
ND PAYItENT IS REllUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR).
YDU ItA Y BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOItIl FOR INSTRUCTIONS. )
~,