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HomeMy WebLinkAbout03-25-09~~ ~~5`~3~:~3 FIRST AND FINAL ACCOUNT OF KENNETH D. WALDEMAR, EXECUTOR OF THE LAST WILL AND TESTAMENT OF EDITH M. WALDEMAR, LATE OF TAE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED DATE OF DEATH: LETTERS TESTAMENTARY ADVERTISED: April I1, 2007 CUMBERLAND LAW JOURNAL Feb. 29, March 7 & 14, 2008 FILE NUMBER: THE SENTINEL 21-07-0375 Feb. 22 & 29, March 7, 2008 PRINCIPAL RECEIVED - PERSONAL PROPERTY Accountant charges himself with the following principal amounts received: ~ , .,~ l > -- Date - - _._._ -> 2007 - : ~~~' ~ ; -?-, 11-Apr Sovereign Bank f r' ~: Checking Account No. 2891.036808 ~ 3023.42' Interest to date of death: 0.00 I 1-Apr Sovereign Bank Savings Account No. 2894016332 62,479.91 Interest to date of death: 0.00 11-Apr Tangible Personal Property (includes $181 cash) See attached Exhibit "A" 2,170.00 (Actual amount of Tangible Personal Property is $1,989.00) 20-Apr Chapel Pointe -Refund 28.00 4-May The Empire Plan -Medical Insurance Reimbursement 105.06 10-May The Empire Plan -Medical Insurance Reimbursement 3.94 4-Jun. State of New York -Insurance Refund 93.50 1st ~~ Final Edith M. W alderrtar Estate vb page 1 8-Jun The Empire Plan -Medical Insurance Reimbursement 7.33 8-Jun. Chapel Pointe -Refund 1,674.40 2008 23-Jan Physicians Mutual Insurance Co. -Medical Ins, claim 475.00 23-Jan The Empire Plan -Medical Insurance Reimbursement 9.42 I -May 21 Shares MetLife Common Stock l ,240.49 2009 7-Feb Federal. Economic Stimulus Payment 300.00 ??? Federal Income Tax Refund 600.00 ??? State of New York -Refund Health Insurance Premium 265.50 TOTAL PRINCIPAL RECEIVED 72,475.57 INCOME RECEIVED Accountant charges himself with the following income amounts received: Date 2007 1-May TIAA - CREF Distribution. -Annuity 0501.07 (Direct deposit. to statement savings account. See refund November 27, 2008) 1,313.41 1-May MetLife Pennon Distribution (Direct deposit to 1st dE Final Edith J41. Waldemar Estate v6 pale 2 checking account. See refund August 2i, 2007) 29.45 10-May Sovereign Bank, Interst from D.O.D. to closing of Checking Account No. 2891036$08 0.23 10-May Sovereign Bank, Interst from D.O.D. to closing of Savings Account No. 2894016332 0.00 31-May Interest -Estate Checking Account 187.33 29-Jun Interest -Estate Checking Account 256.14 31-Jul Interest -Estate Checking Account 266.18 21-Aug MetLife -Refund (29.45) 31-Aug Interest -Estate Checking Account 254.29 28-Sep Interest -Estate Checking Account 232.07 31-Oct Interest -Estate Checking Account 234.93 27-Nov Teachers Ins. & Annuity Association (TIAA CREF) -Refund (1,313.41) 30-Nov Interest -Estate Checking Account 219.67 31-Dec Interest -Estate Checking Account 209.79 zoos 31-Jan Interest -Estate Checking Account 193.67 29-Feb Interest -Estate Checking Account 162.60 31-Mar Interest -Estate Checking Account 138.23 1-May MetLife Dividend 20.11 30-Apr Interest -Estate Checking Account 93.00 30-May Interest -Estate Checking Account 93.36 1st & Final Edith M. Waldemar Estate v6 Page 3 30-Jun .Interest -Estate Checking Account 90.67 31-Jul Interest -Estate Checking Account 89.91 29-Aug Interest -Estate Checking Account 32.99 34-Sep Interest -Estate Checking Account 31.94 31-Oct Interest -Estate Checking Account 33.05 28-Nov Interest -Estate Checking Account 32.05 31-Dec Interest -Estate Checking Account 33.19 2009 30-Jan Interest -Estate Checking Account 32.46 27-Feb Interest -Estate Checking Account 29.81 TOTAL INCOME RECEIVED 2,967.67 DISBURSEMENTS Accoutant claims credit for the following amounts paid: Date 2007 22-May Sovereign Bank -Check Book Fee 14.85 24-Jul Belvedere Medical Corp. 264.33 24-Jul Alert Pharmacy Services, Inc. 7.13 24-Jul Pinker & Associates - Podiatric Medicne 74.65 28-Jul Kenneth D. Waldemar -Reimburse for memorial service expenses 334.67 25-Jul Rev. Anthony Karlik -Memorial Service 150.00 1st cYc Final Edith M Waldemar Estate v6 Page '1 25-Jul Marilyn Hollwegs -Memorial Service 150.00 25-Jul Aaron Sunwall -Memorial Service 75.00 25-Jui Kenneth D. Waldemar -Expenses associated with trip to Carlisle to clean out apartment 546.99 25-Jul Kenneth D. Waldemar -Hotel for Carlilse visit to clean out apartment 99.31 25-Jul Hoffman -Roth Funeral Home and Crematory, Inc. 7,076.00 25-Jul Frey & Tiley -Reimburse for Probate Fee advanced l 69.00 31-Aug Sovereign Bank -Service Fees 40.00 27-Nov Frey & Tiley -Reimburse for Short Certificate 4.00 2a0s 23-Jan Spring Road Family Practice 11.77 23-Jan Kinetic Imaging, Inc. 15.76 23-Jan Presbrey-Leland -Grave marker inscription and cleaning 545.00 20-Feb Register of Wills, Agent -Inheritance Tax 328.13 3-May Cumberland Law 3ournal-Advertising 75.00 3-May The Sentinel -Advertising 150.64 3-May Register of Wills -Filing Fee, Inheritance Tax Return 15.00 15-Nov Refund, Excess Inheritance Tax (27.72) 2009 7-Feb Reserve for postage for Tangible Personal Properly Distribution 300.00 20-Mar Register of Wills -Reserve to File Account 130.00 1st & Fina/ Edith M. Waldemar Estate v6 Page ~ 20-Mar Kenneth D. Waldemar -Executor's Commission (Commission based upon financial assets only) 3,275.00 20-Mar Frey & Tiley -Attorney's Fees (Fee based upon financial assets only) 4,025.00 TOTAL DISBURSEMENTS 17,849.51 RECAPITULATION Total Principal Received 72,475.57 Total Income Received 2,967.67 Total Receipts 75,443.24 Less Total Disbursements 17,849.51 Balance for Distribution 57,593.73 PROPOSED SCHEDULE OF DISTRIBUTION Distribution due Taxable Specific Beneficiaries Pursuant to Paragraph Third of N'dl 1,989.00 1st & Final Edith M. Waldemar Estate v6 Page 6 1) Kenneth D. ~ldemar 108 Cherry Street, Katonah, NY 10536 1111 Tangible Personal Property Pursuant to Paragraph Third of Will 180.82 2) Ellen Bennett 828 Vernon Road, Bexley, OH 43209 1111 Tangible Personal Properly Pursuant to Paragraph Third of Will 1$0.82 3) Elizabeth Finger P.O. Box 1326, Friendswood, TX 77579 1111 Tangible Personal Property Pursuant to Paragraph Third of Will 180.82 4) James Lamar Knight 70 Old Cononcito Road, Santa Fe, NM 87508 1/I 1 Tangible Personal Properly Pursuant to Paragraph Third of Will 1.80.82 5) Evelyn Knight 516 West 3rd Street, Lexington, KY 40508 1/11 Tangible Personal Property Pursuant to Paragraph Third of Will 180.82 6} Jeanette Long 1165 Brookside Drive, Franklin, TN 37069 1 / 11 Tangible Personal Property Pursuant to Paragraph `Third of Will. 180.82 1st & Final Edith M. Waldearar Estate v6 Page 7) Tamara Pazker OMR 450 Box 679, APO, AE 09705 1/11 Tangible Personal Property Pursuant to Paragraph Third of Will 1$0.82 8) Virginia Prekins 56 Sugazhill Road, Underhill, VT 05489 1/11 Tangible Personal Property Pursuant to Paragraph Third of Will 180.82 9) Anita Solomon 2814 Butler Road, Chapel Hill, NC 27516 1 / 11 Tangible Personal Property Pursuant to Paragraph Third of Will 180.82 10) Ralph Waldemar P.O. Box 2456, Inverness, FL 34453 1/11 Tangible Personal Property Pursuant to Paragraph Third of Will 180.81 11) 'Rev. John Wilde 24 Harts Hill Circle, Whitesboro, NY 13492 1111 Tangible Personal Property Pursuant to Paragraph Third of Will 180.81 Equals Net Distribution Due Specific Beneficiaries 1,989.00 Balance f4vailable fnr 1]istributiQn 57,593. ?3 1st & Final Edith M. Waldemar Estate v6 Page 8 Less Specific Bequest of Tangible Personal Property (1,989.00) Net Distribution Due Residuary Heirs Pursuant to Paragraph Fouuth of Will 55,604.73 12) The Alliance Home of Carlisle, PA, Inc. t/d/b/a Chapel Pointe at Carlisle ?70 South Hanover Street Carlisle, Pennsylvania 17013 1/2 Residurary Pursuant to Paragraah. Fourth of Will 27,802.36 $20,000.00 Partial Distribution Check No. 1024 $6,000.00 Partial Distribution Check No. 1027 $1,802.36 Final Distribution Upon Confirmation of the Acct. 13) Faith Lutheran Brethren Church 480 Pleasantville Road, Briarcliff Manor, NY 10510 1/2 Residurary Pursuant to Paragraah Fourth of Will 27,842.37 $20,000.04 Partial Distribution Check No. 1025 $6,000.00 Partial Distribution Check No. 1428 $1,802.37 Final Distribution Upon Confirmation of the Acct. Equals Net Distribution Due Residuary Heirs 55,604.73 STATE OF NEW YORK SS.. COUNTY OF W ~s-rZ,N~-ST~z Before me, the undersigned officer, personally appeared Kenneth. D. Waldemar, Executor of the Last Will and Testament of Edith M. Waldemar, Deceased, who, being duly sworn acca~rding to law, desposes and says that the foregoing First and Final Account and Proposed Schedule 1st & Tina! Edith M. Waldemar Estate v6 PaSe ~ are true and correct to the best of his knowledge, information and belief. Sworn to and subscribed before me this 19~day of MarY,1,,. Z~~q MARCY W. MARCHIANO NOTARY PUBLIC-STATE OF NEW YORK No. Ol MA4484077 Cual{fled fn Westchester Counfy My Commtislon Expires Juty 15..~o~t Lst & ,Final Edith M. Waldemar Estate v6 Page ] U 1~G1ll1G111 L. YY Q1LLG111Q1 Page 1 of 15 This fist is the items of interest removed from Edith's Waldemar's room by Kenneth Waldemar, the Executor of her will, a few days after she passed away. A total estimated monetary value ofi the items in the complete list is $2,170.00. However, there ire many items of interest and thus of value to the family. Contents of Box marked #1: (Estimated monetary value of $0.00. However, there are a number of items of family interest.) 2000 tax returns and supporting information. 2001 tax returns and supporting information. 2003 Tax returns and supporting infiormation. 2004 tax returns. Metropolitan Life Income Annuity Program certificate. Small box of family pictures. Physicians Mutual Insurance -extra benefts rider. 4 out of date passports. Sovereign Bank statement 2/6/07. Small envelope containing varied pre 1970 documents. Packet of papers that includes Edith's high school diploma, several hand written notes, and same printed material. Envelope containing American School Health Association Fellows Certificate and several family pictures. 1 small envelope of miscellaneous old family receipts. Copies of will information including a 1995 hand written amendment copy. An envelope of miscellaneous printed materials and cards. Envelope of miscellaneous pictures and printed articles from Norway. 13 folders, mostly of old Norwegian news articles, letters, brochures (some of family interest). 4 folders of miscellaneous family letters and information. 1 folder of Knudsen family tree information. 1 folder containing S co{lege commencement programs. Page 2 of 15 (Box # 1 continued) 1 folder containing information regarding Faith Lutheran Brethren Church. 1 folder of printed matter related to Oneonta State University and Lutheran Medical Center. 1 folder of retirement programs and Oneonta State University information. envelope of old wills, mortgages, and miscellaneous items. 1 folder of TiAA -Cref retirement information. 1 folder of Hartford Homeowner's Insurance information. 1 folder of 2004 Waypoint Bank checking information. 1 folder of 2004 medical bills paid and Chapel Pointe bills paid. 1 folder of 2001 Waypoint Bank account information. 1 folder of 2002 & 2003 Ut~aypoint Bank and T1AA -Cref information. 1 folder of 2004 miscellaneous financial information. 1 folder mainly containing information related to Edith's relationship with the Alliance home. 5 sheets of information regarding a loan from NBT Bank in about 2001. ~~;~: ~ 3 Page 3 of 15 {Items of interest removed from Edith Waldemar's room after she passed away continued.) Contents of Box marked #2: (Estimated monetary value of $lOQ.00 for two rings, plus the value of the model stair case. There are a number of items of family interest included in the box.) 1 mode! circular stair case designated on the bottom to belong to John Wilde. The structure is about 12 inches in height and marked with a brass plate that it was hand crafted by Harry Waldemar in 1980. Because many factors can effect the value of the piece, no estimate of monetary value can be realistically given. 2 boxes (approximately shoe box size) containing family photographs. 1 box (approximately shoe box size) containing 17 envelopes of photographic negatives. 1 small blue book of old addresses. 1 box (approximately shoe box size) containing cards, notes, printed matter, and other items of family interest. 1 small jewelry box containing 2 small rings. One ring is gold in color, has a thin band and a yellow "stone". The second ring which appears to be tarnished silver, has a thin Band with 8 rosettes soldered on the top. (The estimated value of the two rings is Estimated to be $10Q.0© if they are indeed gold and silver.) ~ ~. , §., .,, Page 4 of 15 (Items of interest removed from Edith Waldemar's room after she passed away continued) Contents of Box marked #3: (Estimated monetary value of $0.00. However, there are a number of items of family interest.) Edith's Norwegian Bible. A green covered album partially filled with family photographs. A small red covered album of family photographs. 16 old books Nonregian books {The condition of some of the books is quite poor.). 1 old Norwegian Bible in poor condition with Ingborg Waldemar's name on the detached cover and dated 1888. 1 muted yellow cloth runner (about 8"x25")embroidered with white thread. 1 ceramic dish (about 6.5"x8.5"~ glazed white with colored flowers and vegetation. 1 glass paper weight. 24 framed pictures mostly of family members. 1 envelope containing 10 unframed family photographs. 1 hand painted wooden plaque of a tree with the names of Edith's nieces and nephews. 1 hand painted framed water color, about 10"x13", of a house and barn of family interest. 1 ceramic figurine. 3 framed professional certificates and 1 framed professional recognition plaque. 1 green box containing an old Norwegian book in poor condition. ~:a.~ x~t~4~~ ~: ;~ t_ ;~ Page5of15 (Items 'rf interest removed from Edith tt~laidemar's room after she passed away continued.) Contents of Box marked #4: (The total contents of Box #4 are estimated to have a monetary value of $1,373.00. There are a number of items of family interest. if any of the hand made pieces are to be sold, a profession appraisal that takes into account current market conditions as well as the artistry and skills involved in crafting each piece should be conducted since the actual value may vary significantly from the estimates.) 1 guest book covering 1960 to 2004. 1 red folder of family information. 2 old framed photographs of family interest. 1 hand crafted crochet runner (about 10"x360 made with white thread. (The estimated monetary value is $125.00.) 1 magnifying glass about 5"in diameter. 1 woven runner about 22"x56" of earth colors with a fight brown fringe. 1t has some damaged areas that have been repaired. It appears to be hand made. (The estimated monetary value is $50.00.) 1 knitted Dale of Norway blue and white sweater. (Estimated value of $125.00) 1 apparently hand crafted wall hanging of woven earth colors with blue accents. (Estimated value of $75.00.) 1 apparently hand crafted woven earth colors with off white fringe runner (about 20"x42"). (Estimated value of $200.00.) 1 wool Husfleden brand Norwegian sweater, gray with red and off white accents. (Estimated value of $100.00.) 3 small plastic framed photographs (a baby, a Norwegian house, stairs). 6 roNs of pennies (Monetary value of $3.00.) 2 marble book ends (one damagedj. (Estimated value of $10.00) 1 hand made cross stitch runner (about 13"x36"). (Estimated value of $50.00) 4 small white crochet, Norwegian style, rosette shaped hand made pieces (two are about 4" in diameter and two are about 7" in diameter}. (Estimated value of the combined pieces is $50.00) 1 white crochet piece, about 29" square, hand made in Norwegian style. (Estimated value of $200.00.) 'r, <.7 Page 6 of 15 (Box 4 continued) 1 round, off-white crochet piece, hand crafted in Norwegian style (about 14" in diameter}. (Estimated value of $125.00.) 1 round, white crochet piece, hand crafted in Norwegian style (about 11" in diameter). (Estimated value of $115.00.} ' 1 off-white (about 9"x22")crochet piece, hand crafted in Norwegian style. (Estimated value of $150.00.) 1 hand crafted white runner with hand crafted cross stitch accents (about 16"x44"). (Estimated value of $75.00.) 1 white with blue accents (with some stains), hand crafted 3"square fabric piece. (Estimated value of $20.00.) Page 7 of 15 (Items of interest removed from Edith Waldemar's room after she passed away continued) Contents of Box marked #5: (Estimated monetary value of $178.00, ail of it in U. 5. currency. The other items in the box consist mostly of personal records, including health, banking, wills, bills, taxes, and insurance information.) An envelope containing $173.00 (cash), a cash account book, and a number of receipts. An envelope containing $5.00. Upper false teeth Commonwealth of Pennsylvania Department of Public Welfare Admissions Notice Packet. (It is signed by L. Imogene Carpenter, P.O.A., 4/10/07. No uMR stamp has been affixed.) An envelope containing a number of insurance and organization membership cards, a 1. C. Penney credit card, and two customer receipts from Sovereign Bank dated 2/22/05 and 3/1o/os. A blue folder containing 2005 Sovereign Bank information, a 4/30/03 Waypoint Bank Power of Attorney form for L. Imogene Carpenter, a 4/10/05 T{AA CREF Confirmation of Annuity income Statement. A f fight blue folder containing social security information. A yellow folder cantaining TiAA CREF information from the 1980's, Astoria Federal Savings, Oneonta, New York information from the 1990's, an American Express account statement from 8/19/05. 2006 tax returns and supporting information. 2005 tax returns and supporting information. A folder of telephone bills and payment notations. A folder of medical bills and payment notations. A folder containing two New York State tax refund receipts from 9/1/05 and 5/24/06. A folder containing a TIAA CREF Confirmation of Annuity Income dated 4/21/06. A folder containing co ies of the following: Edith's Last Will and Testament dated 5/19/2000, a Kensico Cemetery Deed, a Power of Attorney for L. Imogene Carpenter, and various insurance cards. A folder containing a home owner's insurance policy. A folder of United Healthcare Insurance Company of New York (The Empire Plan) information. A folder of Medicare Summary Notices. Page 8 of 15 (Box # 5 continued) A folder containing miscellaneous medical information. A folder of Chapel Pointe bills and payment notations. A folder of dental information. ` A folder containing Sovereign Bank Checking and savings information 2005-2007. An envelope of cards and miscellaneous friends and family information. ~~ Page 9 of 1S (Items of interest removed from Edith Waldemar's room after she passed away continued.} Contents of Box marked #6: (The estimated monetary value of the contents is $0.00. However, there are a number of items of family interest.) A white jewelry box containing pieces of jewelry and a broken watch. (Nothing in the box appears to have any significant monetary value.) A box with a green Christmas pattern cover containing an old calendar book with various birth and death notations along with other information, 23 photographs of people, buildings, and scenery, 2 post cards, 2 newspaper articles. i:dith's 1932 high school year book and several paper momentos. 9 envelopes (marked "Box 6, along with a letter designation of A through {)each containing 100 miscellaneous photographs of family, friends, buildings and scenery. (Some may be of family interest.) An envelope marked "Box 6, Envelope J" containing 75 miscellaneous photographs of family, friends, buildings and scenery. (Some may be of family interest.) A.n envelope marked "Box 6, Envelope K" that contains miscellaneous cards, programs and notes as well a calendar listing birthdays of family members and friends. A green envelope marked "Box 6, Envelope L" that contains 59 photographs (some quite old) of family and friends. (The photographs are of family interest.) 2 empty round jewelry boxes. Qne is about 2.5" in diameter and silver colored, possihly pewter. The other box is about 3" in diameter and may he silver although no identifying mark could be found. 1:>mall, damaged, leather bound book written in Norwegian. ~~ ,fin ,~~~.,T r n Page 10 of 15 (Items of interest removed from Edith Waldemar's roam after she passed away continued.) Contents of Box marked #7: (The estimated monetary value of the contents is $26.00. However, there are a number of items of family interest.) 3 manila envelopes (each marked "Box 7" along with a letter designation, "A", "'B",and "C"). Each . envelope contains 100 photographs of miscellaneous family, friends, buildings, and scenery. (Some may be of family interest.) +Dne envelope marked "Box 7, envelope D". It contains 125 photographs and several photographic negatives. (Some maybe of family interest.) A brown loose-leaf photograph album mostly related to Edith's professional career, scouting and schooling. A plastic sealab{e bag is included that contains biographic notes and descriptive notes of family events. One item included is a descriptive narrative of family events around Christrnas,1959. A brown photograph album of pictures of a trip to Norway. A blue photograph album with a pink f{oral design on the cover containing mostly family pictures and sr_enery. A brown covered book, written in Norwegian, about Norwegian immigration to Texas. A patterned light blue covered photograph album with pictures of various trips to Norway. A blue photograph album containing miscellaneous family pictures. A blue loose-leaf notebook with photographs and some family history notes. A white photograph album of Norway trips, family members, as wet! as misce8aneous architecture and scenery. A blue album (with the title, Complete Household Inventory) containing miscellaneous family pictures. (No inventory information is included.) A small green photograph album containing miscellaneous pictures of family and friends. A Fifty States Commemorative Quarters folder containing $6.00 in quarters. A blue large print Holy Bible. A light brown wallet size folder containing several identification cards and photographs. A pewter vase about 5.5 inches tall. 6 small framed photographs. A small black flash flight. A glass paper weight containing a wind mil( photo. i r„ ,n- Page li of 15 {Box # 7 continued} A opera glass (Estimated value of $2q.Od}. A dark African wood {possibly ebony) canning with a Hate on the bottam stating that it came from Suellen. •~ Writ P2i- ' Page 12 of 15 (Items of interest removed from Edith Waldemar's room after she passed away continued.) Contents of Box marked #8: (The estimated monetary value of the contents is $0.00. However, there are a number of items of family interest.) A black bound Bible. Several pages of family genea{ogica) information are placed inside. An album with rose colored binding containing photographs of a Norwaytrip. An album bound in dark red containing old newspaper articles. A number of them are about family and friends. An album bound in brown containing photographs from the 1960's. An album bound in brawn containing photographs of a trip to Norway. An album bound in a woven fight green material containing photographs of a trip to Norway and re{olives in Norway. A,n album with a light blue/gray binding containing family photographs. An album with red binding containing photographs mostly of architecture and scenery. An album with bright red binding containing photographs from the 1960's A small brown album containing photagraphs mostly from the 1970's. An album with a red rose floral design binding containing photographs of friends and family in Norway as well as of a trip to Great Britain. A blue album/box entitled Norway 1982-83. A brown album/box containing a variety of photographs from Norway and New York. An album bound in brown containing post cards, photographs, notes and printed items related to travels in Northern Europe. A red bound book published in Norway in 1913 concerning immigration to the United States. A brown album containing old post cards. A tan album containing old post cards. 2 small framed photographs (One is of the Finger family.). Page 13 of 15 (Items if interest Removed from Edith tNaldemar's Room after she passed away continued.} Box # 9 The contents of box marked # 9 have an estimated monetary value of $0.00. However, same items may be of family interest. This is an archival type box measuring about 10"x 12 %" x 4". The box contains miscellaneous family photographs (most are unmarked}. Some photographs are quite old. Box # 10 The contents of box marked # 10 have an estimated monetary value of $0.00. However, many of the items may be of family interest. This archival type box contains miscellaneous family letters, cards, notes, and printed items. 43ox # 11 The contents of box marked # 11 have an estimated monetary value of $0.00. However, some items may be of family interest. This archival type box contains miscellaneous cards, several newspaper articles, and other printed materials. Box # 12 The contents of box marked # 12 have an estimated monetary value of $0.00. However, some of the 4tems may be of family interest. This archival type box contains miscellaneous family cards, notes, and letters. Box # 13 The contents of bax marked # 13 have an estimated monetary value of $0.00. However, some of the items may be of family interest. This archival type box contains miscellaneous old letters ar~d cards. Two glass paint4ngs, in poor condition, are also included. Sox # 14 The contents of box marked # 14 have an estimated monetary value of $0.00. However, some items are of family interest. This archival type box contains many old photographs of friends and family members. Most of the photographs have no identifying information. Some newspaper articles and other printed materials are included. Box # 15 The contents of box marked # 15 have an estimated monetary value of $0.00. However, some of t:he items are of family interest. This archival type box includes a red book what appears to be hand written notes of good wishes written in the late 1800's and early 1900's. Also in the bax are old family photographs, copies of {etters, and printed materials. The box is about % full. Box # 16 The contents of box marked # 16 have an estimated monetary value of $0.00. However, some of the items are of family interest. This archival type box contains a variety of genealogical information. Much of it is focused on the 4<nudsen family, with some items dealing with current generations. There are a number of letters and notes. Several pictures and death notices are included. .y;Y <.~~,,,~ ;,. Page 14 of 15 Box # 17 The contents of box marked # 17 have an estimated monetary value of $0.00. However, some of the items may be of family interest. This archival type box contains miscellaneous family related cards, letters, pictures, and printed materials. An envelope containing three women's pins and two mother-of--pearl pieces are included. ~ , 13ox # 18 The contents of box marked # 18 have an estimated monetary value of $0.00. However, some of the items may be of family interest. This archival type box contains many family letters and cards. Some of them are quite old. ~~~~ ,.,. ~~~`e~~ ~~~~ Page 15 of 15 (Items if interest removed from Edith Waldemar's Roam after she passed away continued.) Cross stitch piece (rose colored thread on off white fabric), "Count it all joyl". Glass covered in gold frame. Marked on back, "designed and done by Tamera E. Knight Rawlings Given to E. M. Waldemar Christmas 1981..." (This piece is difficult to value, but an estimate of $150.00 is given with the understanding that the figure is very likely to change with a professional appraisal.) A woad or linoleum cut print, about 11" x 11", blue on white paper, covered in glass and framed. ft is <_;igned by Tamara Knight Rawlings'83_ It is entitled, "Morning Sails",and numbered 5/25. {This piece is difficult to value, but an estimate of $150.00 is given, with the understanding that the figure is very likely to change with a professional appraisal.) A, watercolor painting, matted and framed in off white of an island scene with a house and an out building on the waters edge. It is signed Sigrid Nurulli Sanda'47. (This piece is difficult to value, but an estimate of $100.00 is given, with the understanding that the figure is very likely to change with a professional appraisal.) Ar7 oil painting of a sailing ship {a barque) under full sail. The painting is about 13" x 17". The name 'Ryvingen' is painted on the bottom left hand corner. It is signed R. S. 82on the lower right hand corner. It has a brown wood frame, with a gray painted mat. (This piece is difficult to value, but an estimate of $50.00 is given, with the understanding that the figure is very likely to change with a professional appraisal.) A photograph of the four children of Ingeborg and Samuel Waldemar who survived to be adults. It is framed in an oval shaped wood that is painted gold. The photograph is about 12" x 18". White no monetary value is assigned to the piece, it is of value to the family. Oil painting of the house where Samuel Waldemar was born in Norway. It is about 15" x 19" and framed in dark wood. There is some damage. It is of value to the family. A large coffee table type book, Norman Rockwell. Artist and Illustrator, by Thomas S. Buechler, published in 1970. Estimated monetary value is $45A0. ~~ ..:fi r~ ~~ 1 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF EDITH M. WALDEMAR DECEASED No, 21-07-0375 PETITION FOR ADJUDICATION STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 69 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCLUDE AT'T'ACHMENTS AT THE BAC% OF THIS FORM. Name of Counsel: Stephen D. They Supreme Court I.D. Na.: 32318 Name of Law Firm: Frey & Tiley Address: ~ ~~ Hanauer Street, Carlisle, PA 17013 Telephone: 7I7-243-5838 Fax: 717-243-6441 Fa,~, or-0r ~: lo.~s_o6 Page 1 of 10 Estate of EDITH M. WALDEMAR 1. Names} and addresses} of Petitioner(s): Nom: Kenneth D. Waldemar ,~ 1 Q8 Cherry Street Katonah, NY 1053b Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Deceased None Is this the first accounting by this fiduciary? ................. . . . . ®Yes (~ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. DecedeaY died on April i I, 2407 ®Letters Testamentary or ~ Letters of Administration were granted to Petitioner(s) on Arnil I7.2407 Date of Will (zf applicable): May 19, 2000 Dates} of Codicils} (f applicable): NIA Date of probate (f di~`erent from date Letters granted): Same Was a bond required? Yes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ®Yes 0 No Dates of advertising of the grant of Letters: Cumb. Law Journal: Feb, 24 and March 7 & I4, 2048. The Sentinel: Feb. 22 B~ 29 and March 7, 2408. F~ ocor ~- ~o.rs.o6 Page 2 of I O Estate of EDITH M. WAI,DEMAR ,Deceased 3. Was decedent survived b}' a spanse? ............................. Yes ~ No if yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? .......... . .. Yes ~ No {See Section 2201 et ~ of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of as intestacy, state the names of the decedent's surviving children or surviving issue of deceased children {if Wane, so sfafe~: N/A 6. Did decedent marry after execution of Will or Codicil(s)? ........... ~ Yes ~ No Were any children born to decedent after execution of Will or Codicil(s)? .......................................... . ~ Yes ~ No if yes, give names and dates of birth: Name: Date of Birth: '7. If required by the Medical Assistance Estate Recovery Act, b2 P.S. § 1412, was a request for a statement of claim sent to the I3epartment of Public Welfare? ................... . . . . ....... Yes ~ No Po.,~, oc-nr rev. 10.13.06 Page 3 of lfl Estate of ED1TH M. WALDEMAR .Deceased 8. Written notice of the Audit as required by Pa. 4.C. Rules 6.3, 6.? and b.8 has been or will be given to all parties in interest listed in item 4 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. if Notice has been given, attach a copy of the Norice as well as a list of the names and addresses of the parties receiving such Notice. B. if Native is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. if any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will he given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice} must be submitted herewith or at the Audit. 9. List all parties (charitable and non charitable) of whom Petitioner(s) has/have notice ar lrnowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: ~~ oc-o! ,~. ra.t3.o~ Page 4 of 1Q A. State each party's relationship to the decedent and the nature of each party's interest(s): Mate of EDITH M. wALDEMAR neceased Nane. C. State why a Petition for Guardian/I'rciste+e Ad Litem has or has not been filed for this Audit (see Pa ~ C. Rule 12.4). NfA D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A F~ oc-or ,en. 10.13.06 Page 5 of l a B. Identify each party who is not sui junis (eg., minors or incapacitated persons}. For each such parry, give date of birth, the name of each Guardian and. how each Guardian was appointed If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. Estate of ~~ M• WALDEMAR ,Deceased 10. Other than the claim far the family exemption, fist the names of all known claimants and the amount of their claims and state whether each claim is admitted. Nunre m+d Ac&H~sr ojF.a3r ClatAmrt .t~waurt ofCJann C7Urai .ldnoitted.' Witt CWim BePuedln Full? None. QYes (~ Yes QNo QNo QYes QYes QNo QNo QYes QYes QNo QNo QYes ®Yes QNo QNo If the estate is insolvent, attach a schedule setting faith the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ QYes QNo Was family exemption allowed? ................................ [QYes QNo Famiiy exemption claimant's name and relationship: x~e. Rely. Farm oGO: ~. rQt3.06 Page 6 of 10 Estate of EDTTH NL WALDEMAR .Deceased i 2. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon winch paid, are as follows: Dare Paymertr I»faesr May 1, 21148 298.44 2.41 13. t?n the date of death, was the decedent a fiduciary {personal representative, trustee, guardian, agent under power of attorney) or surety on the band of a fiduciary? .. . ................ Q Yes ®No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absohitely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: None. B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. Q Yes Q Na 15. If Petitioners) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Foy oca~r rev. 14.13.oa Page 7 of 14 >~te of ED1Tx M. wALDEMAR Deceased 15. Had the decedent been. adjudicated an incapacitated person? .......... ~ Yes ~ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account None B. Has notice of the additional receipts and disbursemems been given to the parties identified in Paragraph 9 above? ............. Yes ~ No 18. If a reserve is requested., state amount and purpose. .30{1.00 P'°~e= 5300.00 for postage for distn'bution of tangible personal property to the I 1 beneficiaries of that pmpeity. If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ DYes ~No if so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? ................. . . . • _ • _ - . Yes ONo As to real estate only? ........................................ [Yes ~ No ~~ ac-nr rev 10.!3.06 Page 8 of ZO Estate of ~~ M- WALDElb1AIt Deceased Wherefore, your Petitioner{s} ask{s} that distnbution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal {residu,ary shares being stated in propartians, not amounts) are as follows: A. Income: The Alliance Home of Carlisle, PA, Inc. 50°10 Faith Lutheran Brethren Church 50% B. Principal: rrr~xcea Distribut¢c(s) 11 Tang. Personal Property Heirs (Exhibit "A"} amoeorNPmpwt~oe $1,9$9.0{? The Alliance Home of Carlisle, PA, Ine. 50°!° Faith Lutheran Brethren Church 50% Submitted By: (All petitioners must sign. Add additional lines if necessary}: ;- ' v Name of Petitioner: Kenneth D. Waldemar Name of Petitioner: ~a~ oc-0l re*' jo lj-oc Page 9 of 10 Estate of EDITH M. WALDE1trlAR ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.} The undersigned hereby verifies * [that ~s~ is ,tr~~ of the above-named afna- and] that the facts set forth in the foregoing Petition for Adjudication I Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of i 8 Pa. C.S. § 4404 (relating to unsworn falsification to authorities}. ~, ignature of Petitioner * CorporrrGe p~itioners must complete brac~reted information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication) Statement of Proposed I?istribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the farm have been made beyond the responses herein. ~, ~~~ Signa of Counsel for Petitioner ~-~„ oc-ar ~ ~ats.n6 Page 10 of 10 EXHIBIT "A" PETITION FUR ADJUDICATION ESTATE OF EDITH M. WALDElVIAR 1} 2} 3} 4} 5) 6) Kenneth D. Baldemar I08 Cherry Street, Katonah, NY 1053b 1111 Tangible Personal Property Pursuant to Paragraph Third of Will Ellen Bennett 828 Vernon Road, Bexley, OH 43209 1/11 Tangible Personal Property Pursuant to Paragraph Third of Will Elizabeth Finger P.O. Box 1326, Friendswood, TX 77579 1111 Tangible Personal Property Pursuant to Paragraph Third of Will 3ames Larnar Knight 70 Old Gononcita Road, Santa Fe, NM 87508 illl Tangible Personal Property Pursuant to Paragraph Third of Will Evelyn Knight 516 Vest 3rd Street, Lexington, KY 40508 1/11 Tangible Personal Property Pursuant to Paragraph Third of Will Jeanette Long 1165 Brookside Drive, Franklin, TN 37069 1111 Tangible Personal Property Pursuant to Paragraph Third of Wiii Fxhibi't 'A" ro Pttitivn for Adjudication Estate of Edith M. Walrlemcu Page I of 2 7} Tamers Parker OMR 450 Box 6'79, APO, AE 09705 1111 Tangible Personal Property Pursuant to Paragraph Third of Will 8} Virginia Prekins 56 Sugarhill Road, Underhill, VT 05489 1/11 Tangible Fersonal Property Pursuant to Paragraph Third of Will 9} Anita Solomon 2814 Butler Road, Chapel Hill, NC 27516 i/I1 Tangible Personal Property Pursuant to Paragraph Third of Will 10} Ralph Waldemar P.O. Box 2456, lnvemess, FL 34453 1/11 Tangible Personal Property Pursuant to Paragraph Third of Will 11} Rev. John Wilde 24 Harts Hill Circle, Whitesborv, NY 13492 1l11 Tangible Personal Property Pursuant tv Paragraph Third of Will 12) The Alliance Home of Carlisle, PA, Inc. tldlb/a Chapel Pointe at Carlisle 770 South Hanover Street Carlisle, Pennsylvania 1?013 1/2 Residurary Pursuant to Paragrpah Fourth of Will 13} Faith Lutheran Brethren Church 480 Pleasantville Rvad, Briarcliff Manor, NY 10510 112 Residurary Pursuant to Paragraph Fourth of Will Exhibit "A' to Petition for Adjudication Estate of Edith M. l~daldemar Page 2 of 2 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Troy Whitesel, Classified Advertising_Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13,1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): February 22, 29, March 7, 2008 COPY OF NOTICE OF PUBLICATION EXECUTpR=S NpTICE Letters Testamentary on the Estate of EDfTH M. WALDEMAN, late of the Carlisle Borough, Cumberland County, Pennsylvania, deceased, have been granted to the undersigned. All persons knowing themselves to be indebted to said Estate will make payment immediately, and those having claims will present them for settlement to: Kenneth D. Waldeman, Executor c/o Stephen D. Tiley 5 South Hanover Street Carlisle, Pennsylvania 17013 Frey and Tiley Attorney Affiant further deposes that he/she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. Sworn to and subscribed before me this 7th dam of March, 2008. ~ ~ Notary Pu ' My commission expires: ~l1 /~ COMMONWEALTH OF PENNSYLVANIA Notarial Seal Christina L. Wolfe, Notary Public Carlisle Boro, Cumberland County My Commission Expires Sept 1,2008 Ntember, Pennsylvania Association Of Notaries PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: February 29 March 7 and March 14, 2008 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. //~~ ~ .,,-~ ~ '~Lw ~.----- Lisa Marie Coyne, ditor Waldemar, Edith D., deed. Late of the Borough of Carlisle. Executor: Kenneth D. Waldemar c/o Stephen D. Tiley, Esquire, 5 South Hanover Street, Carlisle, PA 17013. Attorneys: Frey and Tiley. SWORN TO AND SUBSCRIBED before me this 14 day of March, 2008 Notary iv'O'G~,7lAL SEAL GEBQ17q}{ A COLLlNS TlotcarJ f ubiiC ~~!a^L1St.E EORL~, Ci1h?3~lz1A.ND CC~UN'YY :x.9,1 C.~mrnission Expires Apr 28, 2010