The URL can be used to link to this page

Home My WebLink About04-0517 PETITION FOR PROBATE and GRANT OF LETTERS Estateof CARL RICHARD WAHLBERG No. also known as C. RICHARD WAHLBERG ?o: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 127-24-3997 Commonwealth of Pennsylvania The petition of the undersigned respectfully rept~nts. JiJ~ate. 3 .!~ Your petitioner is 18 years of age or older and the Executor named in the last will of the above decedent, dated May 29, 2003 and codicil(s) dated Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 2C Mel-Ron Court, Carlisle, Middlesex Township. Decedent, then 73 years of age, died May 21, 2004, at 2C Mel-Ron Court, Carlisle, Cumberland County, Pennsylvania. 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 $ uncstimated (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: None WHEREFORE, petitioner respectfully requests the probate of the last will anVil(s) presented herewith and the grant of letters Testamentary thereon. 30 Cardinal Drive Carlisle, PA 17013 (717) 249-2388 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal r.e~prf~itative of the above decedent, petitioner will well and truly administer the~e_estate~ accordietg-t~~,..~_~ Sworn to or affirmed and subscribed ~ ~-j ~ ~f - - ~ this ~X_~,<~/ day of David W. Fisher ~- - .,,~z.c,/~Z.~ Register Estate of Carl Richard Wahlberg, a/k/a C. Richard Wahlberg, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOX~'&~---.r--- ''':~' ~90? , in consideration of the petition on thc reverse side hereof, satisfactory l~Of having been presented before me, IT IS DECREED that the instrument(s) dated May 29, 2003 described therein be admitted to probate and filed of record as the last will of Carl Richard Wahlberg and Letters Testamentary are hereby granted to David W. Fisher. Page Register o f Wi~_~~_.~j~~ FEES Edward L. Schorpp (17495) Probate, Letters, Etc. $ ~/J?~9O ^Tro}~.N£Y (Sup. ct. I.D. No.) S~o~e~ificates( ) $ ~ ~ M~TSON DE~O~F W~L~S & OTTO ~n~on $ ~' ~ ~ 10 East High S~eet ~ $ /~. ~(~ Carlisle, PA 17013 TOTAL $~ (717) 243-3341 Filed ~-~. ~ F:~FILES~DATAFILE~ESTATES\ I 0171 - 1 .p~tition.ltr his is to certify that the information here given is correctly copied from an original certificate of death duly filc~t x~ ill Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent I'ilimg. WARNING: It is illegal to duplicate this copy by photostat or photograph. Date H1D5 143 Rev, 2/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS r,p~,.~, CERTIFICATE OF DEATH AGE~'~ast ~"~1) I UNDER t YEAR LIND~R 1 DAY DATE OF B RTH ~ BIRTHPLACE (C~_ and Stlte {~ ~ "f~ ~ ~ ~.S. ARMED FORCES? ~ MARIT~ STA~S - M~. SUR~ S~USE ACTUAL t71. S~. PA a~, 17C. ~ Y.,. ~,~ ,n Middlesex 2c Mel-Ron ~urt RESIDENCE de~nt H~ ~y~en il ~ ~e M ~ d ~ I0 (S~t~ ~)% _ _ LICENSE NUMBE~ q~E ~GNED ~in~)~ a. 1 REGIS~ ~mRE AHD .U ~TE FILED (M~, ~, Y~r) F:\FILES\DATAHLE\Estate Planning\10171 will LAST WILL AND TESTAMENT OF CARL RICHARD WAHLBERG I, CARL RICHARD WAHLBERG, a legal resident of 2-C Mel-Ron Court, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of and whatever shall be paid from residuary estate as a whatever nature by jurisdiction imposed, my part of the expense of the administration of my estate. O THIRD: I devise and bequeath the residue of my estate, of every nature and wherever ~_.~_.~ situate, in the following shares: A. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to the NORWEGIAN CHRISTIAN HOME & HEALTH CENTER, 1270-67th Street, Brooklyn, New York; B. I devise and bequeath two percent (2%) thereof, or the stun ofTen Thousand Dollars, whichever is less, to BILLY GRAHAM EVANGELISTIC ASSOCIATION, P.O. Box 779, Minneapolis, Minnesota, 55440-0779; C. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to ASSEMBLIES OF GOD, FOREIGN MISSIONS DEPARTMENT, Springfield, Missouri; D. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to NICOLE WAHLBERG; E. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to PETER J. FISHER; F. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to JOHN PHILLIP FISHER; ~'.,, i~ ~. ~,.:'~, initials G. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to CAITLYN WAHLBERG; H. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to JENNIFER WAHLBERG; I. I devise and bequeath the balance of the residue of my estate in equal shares to my children, CLIFFORD ANDREW WAHLBERG, JONATHAN RICHARD WAHLBERG and FAITH CHRISTINE FISHER, provided that the share of any child who predeceases me shall be added to the share or shares of my surviving children, and not be devised per stirpes. FOURTH: I nominate, constitute and appoint DAVID W. FISHER Executor, of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of the said DAVID W. FISHER, I nominate, constitute, and appoint FAITH CHRISTINE FISHER, Executrix, of this, my Last Will and Testament. I hereby relieve my Executor or his successor from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law so to do. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consis.~ing of two (2) typewritten pages, each of which bears my initials, this dayof ~[I ./ ....... ~ ' / ! b/...)., ..... ..1 ,//~'";/ It..~.1:::4.:// Vi/ ,:'i/r~'..":C?'.:',,:f;' (SEAL) ,,/Carl Ri4har~l'V~h~berg, Testator Signed, sealed, published, and declared by the above-named Testator, Carl Richard Wahlberg, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, Carl Richard Wahlberg, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by Carl Richard Wahlberg, the Testator, Testator, Cart-Richard Wahlberg t/ Notary Public aomi sat AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) the witnesses whose names are signed t6 the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that Carl Richard Wahlberg signed willingly and that Testator executed it as his free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound mind, and under no constraint or undue influence. -,, 'f ' ~ "" ., Sworn or affirmed and subscribed to before me by ~ .. L,;? 7,_ ,: ~ .: , /.," ':.'~'.' ~..'!:~ ...... and ( i,'¥-,~.~: l-_. i')'~,.tc-,'-~ ,witnesses, this ,>:~"~" dayof' '~')"~'~/' , ~!!ess, ~ ii' _ ~',~!,~ (SEAL) ~it~ess ,: ' /. - . Not~ Public '" NOTARIAL S~L ! W~O~A L. 0~0. N~A~ ~BLIC I CARLISLE BORO. CUMBERLAND COUN~ ,, ~ COMMISSIO~ ~PIRES DEC. 2~ 2006 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: CARL RICHARD WAHLBERG Date of Death: May 21, 2004 File No. 21-04-0517 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about July 14, 2004. Mrs. Faith C. Fisher Ms. Nicole Wahlberg Individually and as guardian of 64 McArthur Drive Peter J. Fisher and John P. Fisher Edison, NJ 08837 30 Cardinal Drive Carlisle, PA 17013 Norwegian Christian Home and Health Center 1250 67th Street Mr. Clifford A. Wahlberg Brooklyn, NY 11219 Individually and as guardian of Caitlyn Wahlberg and Jennifer Wahlberg Billy Graham Evangelistic Association 31 Hartman Drive 1 Billy Graham Parkway Hamilton Township, NJ 08960 Charlotte, NC 28201 Mr. Jonathan R. Wahlberg Assemblies of God 1824 West 8th Street Foreign Missions Department Brooklyn, NY 11223 c/o Bethel Assembly 1412 Holly Pike Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: :~ Name Edward L. Schorpp, Esq~ ' MARTSON DEARDORFF WILLIAMS & OTTO ~ Ten East High Street -, Carlisle, PA 17013 ~ (717) 243-3341 '_-~-~ Attorneys for Personal Representative COMMONWEALTH OF PENNSYLVANIA REV 1162 EX I11 96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 PENNSYLVANIA RECEIVED FROM: INMERITANCB AND t:~TATE TAM OFFICIAL RECEIPT NO. CD 004296 FISHER DAVID W 30 CARDINAL DRIVE CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 $10,076.71 ESTATE INFORMATION: SSN: 127 243997 FILE NUMBER: 2104-0517 DECEDENT NAME: WAHLBERG CARL RICHARD DATE OF PAYMENT: 08/20/2004 POSTMARK DATE: 08120/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/21/2004 TOTAL AMOUNT PAID: $10,076.71 REMARKS: DW FISHER CHECK//00010 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1500 · ~ I CO"~.'O"~.'~*LT"O~E~N~LV^N,^ INHERITANCE TAX RETURN /~U~%~ DEPT 2§g601 RESIDENT DECEDENT 21 04 00'~ ( 7 I DECEDENTS NA~IE (LAST. FIRST AND MJDDLE JNi~AL} ~ COUNTY CODE YEAR NUMBER \VAHLBERG, CARL RICHARD DATE OF DEATH (MM DO YEAR) [ DATE OF BIRTH th{M-Da YEAR) -- 127-24-3997 ~ THiS RETURN~M UST BE FIL[D IN DUPLICATe WlTN THE 05/21/2004 I 07/21/1930 F APPLICABLE} SURViViNG SPOUSE'S NAME ( LAST. F~RST AND MIDDLE iNITIAL) ~ REGISTER OF WILL8 [] 1 Original Return [] 2 Suppremental Return [] 3 Remainder Return (d~te el death pr or (o [] 4 Elm(led Estate [] 4a F[Jture rnteresl Compromise (dale ~ death atte~ o 12 ~2 82) [] 5 Federal Estate Tax Return Required o, [] E Decedent Died Testate (Attach ~op¥ [] 7 Decedent Mainlained a Livin§ Trust (Allach 0 $ Total Number of Safe Deposit Boxes [] 9 LiP§afionRroceedsReceived [] 10 SpousalRovertyCredd(daieo[deathbe[w~en [] 11 Elecl[ontotaxunderSec 9113(A)(AllachSc~O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Edward L. Schol-pp, Esqt]ire COMPLETE MA[LIN~ ADDRESS Mm~son Deardorff ~Villiams & Otto Ten East High Street ELEPHONE NUMBER Carlisle, PA 17013 717/243-3341 1. Rear Estate (Schedule A) (1) Nolle ' 2. Stocks and Bonds (Schedule S) (2) Nolle 3. Closely Held Corporation, Par[nership or Sole-Proprietorship (3) N on e 4. Mortgages & Notes Receivabre (Schedule D) (4) None r '" ¢' 5. Cash, Bank Deposits & Miscellaneous Personal Property ! ~ (Schedule E) (5) 266,901.12 i. 6. Jointly Owned Properly (Schedule F) (6) 16,856.51 _--~ [] Separate Billing Requested 7. inter-Vivos Transfers & Misce[raneous Non-Probate Proper~y (7) None ": ~ (Schedule G or L) . 8. Total Gross Assets (tota/Lines 1-7) (8) 2 - -~ 83,7~7.60 9. Funerar Expenses & Administrative Costs (Schedule H) (9) 33,741.17 ~ .; 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule l) (I0) 334.57 11. Total Deductions (total Lines 9 & 10) (11) 34,075.74 12. Net Value of Estate (Line 8 minus Line 11) (12) 249,681.89 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an erection to tax has not been (13) made (Schedule J) 13,969.53 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 235,7 I 2.36 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(12) 16. Amount of Line 14 taxaNe at lineal rate 235,712.36 x ·045 (16) ]0,607.06 17.Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (tg) 10,607 06 20. [] [H"I~[~1~'~F:~N::I:I:{*I~'t : t'~:~i-L=Li{IJ/I I*],~!'i t~[~T/=:4:/:¥dL'l=~/~ ~l >> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH << 2000 form software only The Lackner Group, Inc. Form REV-']500 EX (Rev. 6-00) De~;edent's Complete Address: SII~.EET ,\DDI~.ESS 2C Mel-Ron Court Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 10,607,06 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments ] 0,076. ? ] C. Discount 530.35 Total Credits (A +B+C) (2) ~]0,d07.0d 3. Interest/Penaltyif applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. (4) Check box on Page I Line 20 to request a refund 5. If Line1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0,0 0 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ................................................................ [] [] b. retain the right to designate who shall use the properly transferred or its income; ................................. [] [] C.retairl a revers cna neres - or .................................................. . ....... [] [] d. receive the promise for life ore he 8yments benef s or care? p .................. [] [] 2 If death occurred after December 12, 1982, did decedent transfer properly within one year of death without receiving adequate consideration? ............................ .............................. [] [] 3. Did decedent own an "in trust for" er payable upon death bank account or security at his or her dea h? ........ [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate propedywhich contains a benef c ary des gna on'> IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1,2)[72P.S §9 6(a)(1)1. SCHEDULE E " CASH, BANK DEPOSITS, & MISC. o 0~:,~O,~,'E~LT~ or p.N,SyLVA.,^ PERSONAL PROPERTY ESTATE OF WAHLBERG, CARL RiCtlARD i FILE NUMBER ,~ 21 - 04- 00517 Include the .proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the ri[Iht of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 J.P. Morgan Chase Bank, IRA Account #028-6102903-21, beneficiary: estate '10,348.01 2 J.P. Morgan Chase Bank, IRA Accou ~t #087-6135342-19, beneficiar ' - 5. estate 252,74482 3 State Farm Insurance, premium refi]nds 154.92 4 Comcast Cable, refund 53.37 5 WAKONDA AUGA, [.LC, seculity deposit refund 650.00 6 1996 Chevrolet lmmina, sale price 2,700.00 7 Household fim~ishings 250.00 TOTAL (Also enter on Line 5, Recapitulation) 266,901.12 "~ SCHEDULE F COMMIONWEALTH OF PENNSYLVANfA "~HER'T^NDE TA× RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF WAHLBERG, CARL RICHARD I FILE NUMBER i 21 - 04- 00517 If an asset ~vas made joint within one year of the decedent's date of death, it must be reported on schedule G, SURt//VING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Fa/th C. Fishcr 30 Cardinal Drive Daughtcr Carlisle, PA 17013 JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY ITEM LETTER DATE Include name of financial institution and bank accoun number DATE OF DEATH FOR JOINT MADE I % OF ~ DATE OF DEATH }r similar identifying number. Attach deed forioin y-he d real VALUE OF ASSET DECD'S I VALUE OF NUMBER TENANT JOINT ~state. INTERESTi DECEDENT'S INTEREST 1 A prior to JP Morgan Chase Bank, Checking #555:0215128-~5 5/21/03 ($1773.17 + .31 acc. int. - 1570.64 outstanding checks 101.42 issued prior to death by decedent) 2 A prior to JP Morgan Chase Bank, Savings #555-0215128-01 137.36 50%I 68.68 5/21/03 3 A 5/21/03Prior to #087-6210402-19JP Morgan Chase Bm~k, Certificate of Deposit 33,235.611 50% 16,61781 4 A 01/13/19971PSECU, Regular Share, #0127243997-SI 25.62i 50%i 1281 5 A 01/13/1997 PSECU, Vacation Share, #0127243997-S2 10.101 50%1 5.08 6 A 01/13/1997 PSECU, Checking, #0127243997-S4 83.89! 50%[ 4195 7 A !01/13/1997 PSECU, Money Malket #0127243997-S7 17.51! 50% 8.76 TOTAL (Also enter on line 6, Recapitulation ~ 16,856.51 .~ SCHEDULE H ' FUNERAL EXPENSES & ,~,~o~ ~^~ ~ ADMINISTRATIVE COSTS I FILE NUMBER ESTATE OF WAHLBERG, CARL RICHARD 21 - 04 - 00517 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: 1 HofflnamRoth Fu ~eral Home. Carlisle, PA 7,295.50 418.6t 2 Monument 3 Cunrberland County Honor Guard, service at cemetmy 100.00 4 Bethel Assembly of God Church, serviccs 200.00 5 Pianist and soloist at services 125.00 300.00 6 Ministers B. ADMINISTRATIVE COSTS: 11,000.00 I. Personal Representative's Commissions David W. Fisher Social Security Number(s) / EIN Number of Personal Representative(s): 171-48-8581 Street Address 30 Cardinal Drive City Carlisle State PA Zip 17013 Year(s) Commission paid 2. Attorney's Fees Martson DeardorffWilliams & Otto (estimatcd) 12,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) CLaimant Street Address City State -- Zip ReLationship of Claimant to Decedent 4. Probate Fees Register of Wills, Cumberland County t 8.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 12.00 1 Short Certificates 2 Cumberland Laxv Join-hal, advmtise Letters Testamentary 75.00 Total of Continuation Schedule(s) 2,197.06 TOTAL (Also enter on line 9, Recapitulation) 33,741.17 '~,~i~ I Schedule H "~ ' Funeral Expenses & iNHERITANCE TAX RETURN /~lminis~a~ve Costs continued FILE NUMBER ESTATE OF ~VAHLBERG, CARL RICHARD 21 - 04 - 00517 3 The Sentinel, advertise Letters Testamentary 100.00 4 Additional Probate fee 252.00 5 Filing fee, inheritance tax return 15.00 6 June rent/maintenance fee to clean and close apartment 730.00 7 Sprint, final bill 7.88 8 PPL, final bill 38.48 9 Cleaning of apartmcnt 100.00 10 Cleaning carpet in aparm~ent 153.70 11 TravelJlodging for out-of-town minister and deccdent's son and Camily 500.00 12 Reserved for additional filing fees and miscellaneous expenses 300.00 Page 2 of Schedule li SCHEDULE I DEBTS OF DECEDENT, MORTGAGE ¢O~.~O.,..ALT. OF.ENNS¥'V^N'^ LIABILITIES, & LIENS INHERITANCE TAX RETURN ! FILE NUMBER ESTATE OF WAHLBERG, CARL RICHARD 21 - 04 - 00517 include unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 Sprint, account payable 23.28 2 PPL, account payable 60 l 7 3 MTMA, water/sewcr, account payable 57.12 4 kndorra Radiology, accoant payable 194.00 TOTAL (Also enter on Line 10, Recapitulation) 334.57 '~ SCHEDULE J COM~.~ON~EALT' O~ PENNSYLV'~N'^ BENEFICIARIES FILE NUMBER ESTATE OF WAHLBERG, CARL RICHARD 21 - 04 -00517 -- -- RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE ][. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Nicole Wahlberg .zranddau~hte~ $4~656.51 (2% 64 McArthur Dr ye, Edison, NJ 08837 residue/ 2 Peter J. Fisher 'Grandson $4,656.51 (2% 30 Cardinal Drive, Carlisle, PA 17013 I residue) 3 Jolm Phillip Fisher iGrandson $4,656.51 (2% 30 Cardinal Drive, Carlisle, PA 17013 , residue) 4 Caitlyn Wahlberg !Granddaughter $4,656.51 (2% 31 Hartman Drive, Hamilton Township, NJ 08960 residue) 5 Jer~fifer Wahlbc~g 5randdaughter $4,656.51 (2% 31 l:iartman Drive, Hamilton Township, NJ 08960 residue) See Continuation Schedule(s) attached IEnter dollar amounts for distribution s shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheel NON-TAXABLE DISTRIBUTIONS: iA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 Norwegian Christian Home 8-: Health Center, Brooklyn, NY (2% residue) 4,656.51 2 Billy Graham Evangelistic Assn., Mitmcapolis, MN (2% residue) 4,656.51 3 Assemblies of God, Foreign Missions Department, Springlield, MO (2% residue) 4,656.51 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE D STR BUTIONS ON LINE 13 OF REV-1500 COVER SHEETI 13,969.53 " SCHEDULE J COM RtONWEALTH OF PENNSYLVANIA BENEFICIARIES continued INHERITANCE TAX RETURN RESIDENT DEC E~DE NT FILE NUMBER ESTATE OF WAHLBERG, CARL RICHARD 21 - 04 - 00517 ~ RELATIONSHIP TO AMOUNT OR SHARE NUMBER I NAME AND ADDRESS OFPERSONfS) RECEIVING PROPERTY DECEDENT ' Do Not List Trustee(s) O F E STATE ~ linclude outright spousal distributions, and transfers under I, TAXABLE DISTRIBUTIONS Sec 9116(a)(1 2)] 6 Clifford Andrew WaNberg iSon $65,191.10 (28% ' 3t Hartman Drive, Hanulton Township, NJ 08960 I estatc residue) 7 Jonathan Richard Wahlberg Son $65,191.10(28% 1824 West 8th Street, Brooklyn, NY I 1223 estate residue) 8 Faith Christine Fisher 3aughter $65,191.10 (28% 30 Cardinal Drive, Carlisle, PA 17013 estate rcsidue); $16,856.51 joint asscts on Sch. F Page 2 o~'Schedulc J Exempt Organization Search - IRS Page 1 of 1 ~'ZS~ Internal Revenue Ser~ ice IRS.go~ Exempt Organization Search Organization Name: The Norwegian Childrens Home Assocation of New York City: Brooklyn, NY Code: 4 - A private foundation generally with a 30% deductibility limitation. Organization Name: Norwegian Christian Home and Health Center City: Brooklyn, NY Code: None - A public charity with a 50% deductibility limitation. lqttn'// ........ z ir< onv/nnn/coi-hin/eosearch.c~i 7/14/2004 Ev_a_nge/ixtic A sociation BO Box 1270, CPa~lotte, NC28201 12ZO XVriter's Telephone: (704) 401-2585 Fmx: (704) 401-3008 Email: lamot ~bgca.org July 21, 2004 Mr. Edward L. Schorpp Martson, Deardorff, Williams and Otto 10 East High Street Carlisle, Pennsylvania 17013 Re: Estx~tc cf Ca:l Rk;hard ~u,,. ,.bn-"~,*. ~s Our File No. 12757 Dear Mr. Schorpp: Thank you for your recent letter and enclosure. We were sorry to learn of Carl Richard Wahlberg's passing and ask you to please convey our sympathy to the family members during this time of bereavement. Enclosed is the properly executed Form W-9 as per your request. It might be helpful for you to know that Billy Graham Evangelistic Association is a nonprofit, religious corporation organized in 1950 and existing under the laws of the State of Minnesota. Our Federal Identification Number is 41-0692230. Thc Association is exempt from tax under Section 501(c) of the Internal Revenue Code of 1986. Contributions to the Association are deductible under IRC Sections 170(c)(2), 2055(a)(2) and 2522(a)(2). The Association is not a private foundation as defined in IRC Section 509(a). Because of audit purposes, we are interested in receiving a copy of Carl Richard Wahlbcrg's Inventory and Final Accounting when they are available. A self-addressed envelope is enclosed for your convenience. Our Association appreciates being remembered in Mr. Wahlberg' s Estate. Please send correspondence concerning the above estate to my attention at Billy Graham Evangelistic Association, Legal Department, 1 Billy Graham Parkway, Charlotte, North Carolina 28201- 0001. Please let us know if we can assist in settling the estate. Kindly advise us of developments as they occur. Thank you. Sincerely, Jus ~t~n T. ~rnot A~'sistant General Counsel Exempt Organization Search - IRS Pagc 1 of 1 ~ Internal Revenue Ser~ icc IRS.gov .......... Exem pt_ O_rg anizati9 n S~_aff_c h Organization Name: Assemblies of God Expression of Marriage Encounter Inc. City: Springfield, MO Code: None - A public charity with a 50% deductibility limitation. Organization Name: General Council of the Assemblies of God City: Springfield, MO Code: 1 - Generally, a central organization holding a group ...0~ ~, 06 CARL RICHA~ WAHLBERG I, CA~ ~CHARD WAHI,BERG, a l~gal resident off 2-C ~el-~on CouP, CarliMe, C~ mberland County, Pem~sylvania, being o fsound and disposing mind, memory, and undcrstanding, do hereby make, publish, and declare this as and for tny Last Will and Testament, hereby revoking all other wills and codicils heretofore made by mc. FIRST: I direct that all nay just debts and funeral expenses, including my ~ave mm'ker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residua~ estate as a pan of the expense of the administration of my estate. THI~: I devise and bcqueath the residue of my estate, of eve~ nature and wherever situate, in the following shares: A. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to the NORWEGIAN CHaSTeN HOME & HEALTH ~ CENTER, 1270-67th Street, Brookl~, New York; "-&2 ~' B. I devise and bequeath two percent (2%) thereof, or the sum often Thousand Dollars, whichever is less, to BILLY G~AM EVANGELISTIC ASSOC~TION, P.O. Box 779, Minneapolis, Minnesota, 55440-0779; C. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to ASSEMBLIES OF GOD, FO~IGN MISSIONS DEP~TMENT, Springfield, Missouri; D. I devise and bequeath two percent (2%) thereof, or thc sum ofTen Thonsand Dollars, whichever is less, to NICOLE WAHLBERG; E. i dewse and bequeath t~ o percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to PETER J. FISHER; F. I devise and bequcath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to JO~ PHILL~ FISHER; initials G. I devise and bequeath two percent (2%) thcreo£ or the sum ofTen Thousand Dollars, whichever is less, to CAITLYN WAHLBERG; H. I devise and bequeath two percent (2%) thereo f, or the sum ofTen Thousand Dollars, whichever is less, to JENNI]?ER WAHLBERG; 1. I devise and bequeath tire balance of the residue of my estate in equal shares to my children, CLWFORD ANDREW WAHLBERG, JONATHAN RICHARD WAHLBERG and FAITH CHRISTINE FISHER, provided that the share of any child who predeceases me shall be added to the share or shares of my surviving children, and not be devised per stirpes. FOURTH: I nominate, constitutc and appoint DAVID W. FISHER Executor, of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of the said DAVID W. FISHER, I nominate, constitute, and appoint FAITH CHRISTINE FISI 1ER, Executrix, oftbis, my Last Will and Testament. I hereby relieve my Executor or his successor from thc necessity of posting security in connection with their duties as such in any jurisdiction in which they may bc called upon to act, insofar as I am able by law so to do. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will m)d Testament, cpnsisting oft~vo (2) typewritten pages, each of which bears my initials, this .:~'~ ' ~ dayof ) i/t~ ,~ ~ ~,? ? . I /,/, - ...... (SEAL) Carl Ridhard Wahlberg, Testator ~ ,' Sigmcd, sealed, published, and declared by the above-named Testator, Carl Richard Wahlbcrg, as and for his Last Will and Tcstament, in the presence o£us, who, al his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND l, Carl Richard Wahlberg, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I si~ed and cxccuted the inst~ment as my Last Will; that ~ si~ed it willingly; and that I si~ed it as my free and volunta~ act for the pu¢oses therein expressed. Sworn or affixed to and ac~oxvledged before me by Carl Richard Wahlberg, the Testator, this "'~ ' dayof ~ , "' Testator, Carl Richard Wahlberg '/~ '' (SEAL) Notau Public VI~ORI~ L. 0~O, NOTA~ ARLISLE BORO., CUMBERLAND COUN~I Y CO~UlSSIO~ ¢¢IRES ~[C. 2, 20~6 I AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND the witnesses whose names ar~ signed tO the attached or foregoing instrument, bcing July qualified according to law, do depose and say that xve were present and saw Testator sign and execute thc instrument as his Last Will; that Carl Richard Wahlberg signed willingly and that Testator executed it as his free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of thc Testator signed the Will as witnesses; and that to the best of our ka~owledge the Testator was at that time eighteen or more years of age, of sound mind, and under no constraint or undue influence. /. S~vorn or affirmed and subscribed to before me by / _, and , , witnesses, this . :'9~ ~' day of~ (SEAL) Witness / ;~Vftness - (SEAL) Notary Public O~RLISL[ BOR0. OU~BERkgND O0UN~ ~Y C0~M SSION ~P ~[S DIg. 2, 200¢ Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of WAHLBERG, CARL RICHARD No. 21 - 04 - 00517 also known as C. RICttARD WAHLBERG Date of Death 5/21/2004 . Deceased Social Security No. 127-24-3997 David W. Fisher The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and ali of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. VWe verify that the statements made in this Inventory are true and correct. [/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unswom falsification to authorities. Attorney: Edward L. Schoq~p, Esquire David W. Fisher I.D. No.: 17495 Signature: Signature: Address: Ten East l]igh Street Address: 30 Cardinal Drive Carlisle, PA 17013 Carlisle, PA 17013 Telephone: 717/243-3341 Telephone: 249-2388 Dated: Personal Property J.P. Morgan Chase Bank, IRA Account #028-6102903-21, beneficiary: estate 10,348.01 J.P. Morgan Chase Bank, IRA Account #087-6135342-19. beneficiary: estate 252,744.82 154.92 State Farn~ Insurance, premium refunds 53.37 Comcast Cable, refund WAKONDA AUGA, LLC, security deposit refund 650.00 !~ 2,700.00 1996 Chevr~t Lumina, sale price ~- 250.00 Household ,~ishings ~ Total Personal Property $266,901.12 (Attach additional sheets if necessary) Total Personal Property and Real Estate $266,901.12 CONHONNEALTH OF PEF!NSYLVANZA BUREAU OF INDIVIDUAL TAXES DEPARTHENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 180601 HARRISBURG, PA 17128-0601 NOTZCE OF INHERITANCE TAX APPRAZSENENT, ALLOHANCE OR DZSALLOgANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-/;4?EXAFP(01-O$) DATE 10-25-Z004 '~'~ ESTATE OF NAHLBERG CARL R DATE OF DEATH 05-21-2004 FILE NUHBER CUHBERLAND EDNARD L SCHORPP ES~ '04 UU~ ~ ?~;:.~ 101 HARTSON ETAL Amount Remitted I 10 E HIGH ST CARLISLE PA HAKE CHECK FAYABLE AND REHXT PAYHENT TO: REGISTER OF N~LLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THZS LINE ~ RETAIN LONER PORTZON FOR YOUR RECORDS REV-15~7 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF NAHL~ERG CARL R FILE NO. 21 04-0517 ACN 101 DATE 10-25-2004 TAX RETURN gAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNZNG FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To Ansura proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, ~. Closely Held Stock/PartnershAp Interest (Schedule C) ($) .00 sub. At the upper portion ~. Hortgages/Notes RecaAvable (Schedule D) (q) .00 of thAs fora ~Ath your $. Cash/Bank Deposits/HAsc. Personal Propar~y (Schedule E) (5) 266~901.12 tax payment. 6. Jointly O,ned Property (Schedule F) (6) 16~856.51 7. Transfers (Schedule G) (7} .00 8. Total Assets (8) 18~,757.65 APPROVED DEDUCTIONS AND EXEHPTZONS: $$,741.17 9. Funeral Expenses/Adm. Costs/HAsc. Expenses (Schedule H) (9) ~0. Debts/Nortgaga LAabAlitAas/LAens (Schedule Z) (10) 11. Total Deductions (11) ~.~75.7~ 12. Net Value of Tax Re*urn (12) 249,681.89 13. Cheritable/Governaental Bequests; Non-elected 9115 Trusts (Schedule J) (13) 13,969.53 1~. Net Value of Estate Sub~ect to Tax (1~) 235,712.56 NOTE: Z~ an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX= 15. Amount of LAne 1~ at Spousal rata (1E) .00 X O0 = .00 16. Aaount of LAne 1~ taxable at LAneal/Class A rate (16). 255,712.$6 X 045: 10,607.06 17. Amount of Line lq at SiblAng rata (17)~ .00 X 1~ = .00 18. Amount of Line lq taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. PrincApal Tax Due (19)= 10,607.06 TAX CREDITS: PAYHENT RECEIPT DISCOUNT (+J AHOUNT PAID DATE NUNBER INTEREST/PEN PAID (-) 08-20-2004 CD004296 550.~5 10,076.71 TOTAL TAX CRED'rT I 10,607.06 BALANCE OF TAX DUEl .00 'rNTEREST AND PEN. .00 TOTAL DUE . O0 ]:F pATD AFTER DATE :]:ND:]:CATED, SEE REVERSE ( :]:F TOTAL DUE TS LESS THAN $1, NO PAYHENT TS REQU:]:RED. FOR CALCULATTON OF ADDTTTONAL ZNTEREST. ZF TOTAL DUE TS REFLECTED AS A "CREDTT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE S:]:DE OF TH:]:S FORH FOR TNSTRUCT]:ONS.) RESERVATION= Estates of decedents dying on or before December II, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the leaful Class B (collateral) rate on any such futura interest. PURPOSE OF NOTICE: To fulfil! the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (TI P.So Section 9[40). PAYMENT: Detach the top portion of this Notice and submit aith your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR}: A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications are available at the Office of the Register of Hills) any of the 25 Revenue District Offices, or by calling the special 24-hour answering service for fores ordering: 1-BOO-$BZ-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-30Z0 (TT only]. OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, ar disalloaance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object aithin sixty (66) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals) Dept. ZBIOZl, Harrisburg, PA 17X28-10Z1, OR --election to have the Matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTR: Post Assessment Review Unit, Dept. 280601) Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lSD1) for an explanation of administratively correctable errors. DISCOUNT: if any tax due is paid aithin three [3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB, 1996) the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one El) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (BI) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January l, 1982 will bear interest at a rate ahich ail! vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for [982 through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ 20Z .000548 [988-1991 llZ .000301 2001 9X .00024? 1983 16Z .000458 1992 9Z .0002~7 2002 6Z .000164 1984 llZ .O003Ol 1993-X994 72 .000192 2003 5Z .O00X~? 1985 X3Z .000356 1995-1998 9Z .000247 2004 42 .O001XO 1986 XOZ .000274 1999 7Z .000192 X987 lOX .000274 2000 72 .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELXNeUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent wiXX reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. Xf payment is made after the interest computation date shown on the Notice, additional interest must be calculated. IN RE: ESTATE OF IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CARL RICHARD WAHLBERG, ORPHANS' COURT DiVISION DECEASED NO. 2004-0517 FIRST AND FINAL ACCOUNT OF DAVID W. FISHER, EXECUTOR OF THE ESTATE OF CARL RICHARD WAHLBERG, LATE OF MIDDLESEX TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Date of Death: May 21, 2004 Letters Testamentary Granted: June 3, 2004 Letters Advertised: Sentinel - August 3, 10, 17, 2004 Cumberland Law Journal - August 6, 13, 20, 2004 Account Stated to November 24, 2004 [The account also indicates the proposed distribution of the estate.1 SUMMARY :~ PRINCIPAL ~ Receipts $ 267,003.79 : ~ Less Disbursements -36,303.93 cc Principal Balance Remaining $ 230,699.86 INCOME Receipts $ 1,090.54 Less Disbursements 0.00 Income Balance Remaining 1,090.54 ESTATE RESIDUE 231,790.40 Advance Distribution -150,250.00 BALANCE FOR DISTRIBUTION $81,540.40 09/06/04 MARTSON DEARDORFF WILLIAMS & OTTO, disbursements to date Probate fee 43.00 Short certificates 12.00 Filing fee, Inheritance Tax Return 15.00 Filing fee, Inventory I0.00 The Sentinel, advertising Letters 122.63 Cumberland Law Journal, advertising Letters 75.00 277.63 10/26/04 David E. Fisher, one-half Executor's commission 5,500.00 11/24/04 Faith Fisher, reimbursement for postage 13.65 reserved David W. Fisher, balance, Executor's commission 5,500.00 reserved Martson Deardorff Williams & Otto, attorney's fee 3,000.00 reserved Martson Deardorff Williams & Otto, filing fees and possible income tax 1,000.00 TOTAL, PRINCIPAL DISBURSEMENTS $ 36,303.93 INCOME RECEIPTS J.P. Morgan Chase, IRA accounts, interest through closing $ 519.48 PSECU, estate savings account, interest through 10/30/04 2.44 PSECU, estate checking account, interest through 10/30/04 11.26 PSECU, estate money market account, interest through 10/31/04 557.36 TOTAL, INCOME RECEIPTS $ 1,090.54 INCOME DISBURSEMENTS None $ 0.00 TOTAL, INCOME DISBURSEMENTS $ 0.00 -3- PRINCIPAL RECEIPTS J.P. Morgan Chase Bank, IRA Account 028-6102903-21 $ 10,348.01 J.P. Morgan Chase Bank, IRA Account 087-6135342-19 252,744.82 State Farm Insurance, refund 153.92 Comcast Cable, refund 53.37 Wakonda Auga, LLC, security deposit refund 650.00 Chase Bank, closing balance, joint account 3.67 Cumberland County Veterans Administration, funeral benefit 100.00 1996 Chevrolet Lumina, sale proceeds 2,700.00 Small amount of household furnishings, of no resale value 250.00 TOTAL, PRINCIPAL RECEIPTS $ 267,003.79 PRINCIPAL DISBURSEMENTS 06/04 Hoffman-Roth Funeral Home $ 7,469.20 various Sprint, phone bills 31.16 06/20/04 Cleaning service 100.00 various PPL, electric bills 98.65 06/20/04 Faith Fisher, reimbursement for funeral hotel expenses and gravemarker 418.61 06/28/04 Middlesex Township, water/sewer service 57.12 06/28/04 Koons Carpet Cleaning, at rental property 153.70 07/13/04 Andorra Radiology, medical bill 194.00 08/20/04 Register of Wills, Inheritance Tax 10,076.71 09/06/04 MARTSON DEARDORFF WILLIAMS & OTTO, interim 2,413.50 attorney fees -2- DISTRIBUTIONS TO BENEFICIARIES Household furnishings have been distributed among family or $ 250.00 disposed of as agreed to by the children of decedent 09/16/04 Faith C. Fisher, cash 50,000.00 09/16/04 Jonathan R. Wahlberg, cash 50,000.00 09/16/04 Clifford A. Wahlberg, cash 50,000.00 TOTAL, DISTRIBUTIONS TO BENEFICIARIES $ 150,250.00 COMMONWEALTH OF PENNSYLVANIA ) : COUNTY OF CUMBERLAND ) David W. Fisher, being duly sworn according to law, deposes and says: That he is the Executor of the Estate of Carl Richard Wahlberg, deceased; that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that to his knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the estate have been paid; and that the Grant of Letters Testamentary and the first complete advertisement thereof occ]k~:~more than four (4) months before the filing of the Account. ~' ~ / David W. Fisher, Ex6cutor Sworn and subscribed to before me this /~ dayof ~:~ , c~D/Y~. Nota-~ ubli~ iff IC~USL[ a080, COUNW OF CUMSER~NDJ ,[ ~ COMMISSION ~PIRES MAY 27, 2~7 J IN RE: ESTATE OF IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA CARL RICHARD WAHLBERG, ORPHANS' COURT DiVISION DECEASED NO. 2004-0517 SCHEDULE OF PROPOSED DISTRIBUTION David W. Fisher, Executor of the Last Will and Testament of Carl Richard Wahlberg, deceased, proposes to distribute the balance in his hands, to wit: $81,540.40, in accordance with the said Last Will and Testament as heretofore filed in the Office of the Register of Wills of Cumberland County, Pennsylvania, as follows: TO: NORWEGIAN CHRISTIAN HOME & HEALTH CENTER, per Item Third, A, of said Will, 2% of estate residue of $231,790.40: Cash $ 4,635.81 TO: BILLY GRAHAM EVANGELISTIC ASSOCIATION, per Item Third, B, of said Will, 2% estate residue of $231,790.40: Cash 4,635.81 TO: ASSEMBLIES OF GOD, FOREIGN MISSIONS DEPARTMENT, per Item Third, C, of said Will, 2% estate residue of $231,790.40: Cash 4,635.81 TO: Nicole Wahlberg, per Item Third, D, of said Will, 2% estate residue of $231,790.40: Cash 4,635.81 TO: Faith C. Fisher, guardian, for deposit into a federally insured savings account for benefit of Peter J. Fisher, per Item Third, E, of said Will, 2% estate residue of $231,790.40: Cash 4,635.81 TO: Faith C. Fisher, guardian, for deposit into a federally insured savings account for benefit of John P. Fisher, per Item Third, F, of said Will, 2% estate residue of $231,790.40: Cash 4,635.81 TO: Clifford A. Wahlberg, guardian, for deposit into a federally insured savings account for benefit of Caitlyn Wahlberg, per Item Third, G, of said Will, 2% estate residue of $231,790.40: Cash 4,635.81 TO: Clifford A. Wahlberg, guardian, for deposit into a federally insured savings account for benefit of Jennifer Wahlberg, per Item Third, H, of said Will, 2% estate residue of $231,790.40: Cash 4,635.81 -5- TO: Clifford Andrew Wahlberg, per Item Third I, of said Will, 28% estate residue of $231,790.40: 64,901.31 less cash distribution on 9/6/04 50,000.00 less 1/3 household furnishing valuation 83.33 -50,083.33 Cash 14,817.98 TO: Jonathan Richard Wahlberg, per Item Third I, of said Will, 28% estate residue of $231,790.40: 64,901.31 less cash distribution on 9/6/04 50,000.00 less 1/3 household furnishing valuation 83.33 -50,083.33 Cash 14,817.98 TO: Faith Christine Fisher, per Item Third I, of said Will, 28% estate residue of $231,790.40: 64,901.30 less cash distribution on 9/6/04 50,000.00 less 1/3 household fumishing valuation 83.34 -50,083.34 Cash 14,817.96 TOTAL BALANCE FOR DISTRIBUTION $ 81,540.40 STATEMENT OF THE REASONS FOR TItE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the Last Will and Testament of Carl Richard Wahlberg (copy attached). David W. Fisher, Executor Swom and subAcribed to before me this day of /(,..k,~ d,.z.,.~f.c,~l¥_. , NotarYj Publlc NOTARIAL SEAL CORRINE L MYERS, NOTARY PUBLIC CARLISLE BORO, COUNTY OF CUMBERLANDI MY COMMISSION.~.~,EXPIRES MAY 27, 2007 -6- ~, P~OFESSIONA! CORPOlbk~]O~ TEN EAST HIGH CARLISLE, PA 1701~ LAST WILL AND TESTAMENT :7~7) 2z2-224; OF CARL RICHARD WAHLBERG I, CARL RICHARD WAHLBERG, a legal resident of 2-C Mel-Ron Court, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRD: I devise and bequeath the residue of my estate, of every nature and wherever situate, in the following shares: A. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to the NORWEGIAN CHRISTIAN HOME & HEALTH CENTER, 1270-67th Street, Brooklyn, New York; B. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to BILLY GRAHAM EVANGELISTIC ASSOCIATION, P.O. Box 779, Minneapolis, Minnesota, 55440-0779; C. I devise and Bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to ASSEMBLIES OF GOD, FOREIGN MISSIONS DEPARTMENT, Springfield, Missouri; D. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to NICOLE WAHLBERG; E. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to PETER J. FISHER; F. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to JOHN PHILLIP FISHER; initials 6, 3 G. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to CAITLYN WAHLBERG; H. I devise and bequeath two percent (2%) thereof, or the sum ofTen Thousand Dollars, whichever is less, to JENN][FER WAHLBERG; I. I devise and bequeath the balance of the residue of my estate in equal shares to my children, CLIFFORD ANDREW WAHLBERG, JONATHAN RICHARD WAHLBERG and FAITH CHRISTINE FISHER, provided that the share of any child who predeceases me shall be added to the share or shares of my surviving children, and not be devised per stirpes. FOURTIt: I nominate, constitute and appoint DAVID W. FISHER Executor, of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of the said DAVID W. FISHER, I nominate, constitute, and appoint FAITH CHRISTINE FISHER, Executrix, of this, my Last Will and Testament. I hereby relieve my Executor or his successor from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law so to do. 1N WITNESS WHEILEOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two (2) typewritten pages, each of which bears my initials, this day of '~)/t'? ~ ~ , 'i.<) / / · / /k'.?/! I - I ,, / .; 11~;'. I /v e /, .' ,',//. ~,~, ./., I."/~ ~'///,: "...- t.. (SEAL) ',./Carl Ri hara'XC iberg, Testator Signed, sealed, published, and declared by the above-named Testator, Carl Richard Wahlberg, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, Carl Richard Wahlberg, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sv~om or affirmed to and acknowledged before me by Carl Richard Wahlberg, the Testator, this ~/'/~ day of ·'. ~ / Testator, Carl Richard Wahlberg Notary Public I NOTARIAL SEAL I VICTORIA L. OTTO, NOTARY PUBLIC | CARl. ISLE BORO. CUMBERLAND COUNTY I MY COMMISSION EXP RES DEC. 2, 2006 I AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, ,, ~,..,,.~. /, ~, ~,.~,.,t:-, , a~d f',,:-,', ,.',c. t i~ ~-,-~,~.~ , the witnesses whose names are s~gned to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that Carl Richard Wahlberg signed willingly and that Testator executed it as his free and voluntary act for the purpose therein expressed; that each of us in the heating and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound mind, and under no constraint or undue influence. ,,-; Swornoraffirmedandsubscribedtobeforemeby t; L:' ,,'' and ( ,>-~ day of ~/~"c~., i f)~'-/c,-; ,witnesses, this ' ~-~" ; '" '' :.?<.L- .~ .... (SEAL) Wit~ess ./ ~fiess ~ CZ- , Nota~ Public CARLISLE BORO., CUMDERLAND COUP[ Y COMMISSfON ~PIRES DEC. 2f 2006 f ~ hereby certitv that written notice of tile filing of this Account, and of the date, time and place when the ~e wla be 13~eeented to the Cou~t for conf~m~a~n and Of the leer day to tile written objections to aakt .Nx~3un$, ha~ been given to every unpaid claime~ and to eve~f other person known to the a~x~ntenl to have o~ c~m afl interest in the estate a~ ~redltof, ~, heir or next of kin. REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: CARL RICHARD WAHLBERG Date of Death: May 21, 2004 File No.: 21-04-0517 Social Security No. : 127-24-3997 Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the folIowing with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state thefollowing: 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 personal representative's account is: C. Did the personal representative state an account informally to the parties in interest? Yes No x Date: Copies of receipts, releases, joinders and approvals offormal or informal accounts may befiled with the Clerk of the Orphans' Court and may be attached to this report. August 9, 2005 Signature: ~ ~ Name: Ivo V. Otto III, Esquire Address: MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle,PA 17013 (717) 243-3341 Counsel for personal representative d. F\FILES\DA T AFILE\ESTATESUof'il.hitep 80 :~ , s- c,- :'7 .;UJ" ~ "'H~(: :Jv.__."