HomeMy WebLinkAbout02-0749PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Ruth A M~('a i GrPr
also known as
Deceased.
Social Security No. 179-10-3857
No. -L.~~' QZ ' 7y9
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executrix named
in the last will of the above decedent, dated March 2 ~~ 2000
and codicil(s) dated N/A
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ('iimhPrl anr~ County, Pennsylvania, with
her last family or principal residence at 60 Fairfield Street, Newville
(list street, number and muncipality)
Decendent, then 96 _ ~_. years of age, died July 27 , ~~ 2002 ,
at Forest Park rT,,,-sing- nmP~ Carlisle, PA.
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution oNtk~e will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: ~~
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(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(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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Mildred R. Marquart
60 Fairfield Street
Newville, PA 17241
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1 ~,
COUNTY OF __ Cumberland
The petitioners) above-.named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed ~ ` ' `~ ~
before me this 19th day002 ~
August 3~ Z
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~~ egiste
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$ 115.000.00
NO. 21-02-749
Estate of Ruth A. McCalister ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW August 20 ~ 2002 in consideration of the petiton on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated March 2, 2000
described therein be admitted to probate and filed of record as the last will of Ruth A. M~('.a1 i GtPr
and Letters Testamentary
are hereby granted to Mildred R. Marquart
FEES
Probate, Letters, Etc.......... ~ 235.00
Short Certificates( ) .......... ~ 9.00
xtra, pages. ~ 9.00
jcp ~ 5.00
TOTAL ~ 258.00
Filed 8-20-2002
' ' ' itiailecT 'to' arty' 8-20=20'02 ' '
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Register oY Wi ~ ~,(„ ~~~ ~ _ j
Richard L. Webber, Jr. ~~49634
ATTORNEY (Sup. Ct. I.D. No.)
126 East King Street Shippensburg, PA
ADDRESS 17257
(717) 532-7388
PHONE
~hi~ is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Loc)1 Registrar. The original certificate will be Forwarded to the Stare Viral Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $1.00
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1_ocal Registrar
JUL 3 0 2002
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05.'U RSV. 7137 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
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STRE FILE NUMBER
NAME OF DECEDENT IFar. Middk„art ~^ SE% SOCIAL SECURITY NUMBER DATE OF DEATH,MCmn. Day. marl ~
,. Ruth A. McCalister :. female 7. 179 - 10 - 3857 .. July 27, 2002
AGE flan 9rmdayl UNDERtYEM UNDER1Dd DATE OF BIRTH BIRTHPLACE ICaYaM PLACE OF DEATH ICneck only one-,eemylrucbor:a nn omn moel
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Cumberland Carlisle Forrest Park Nursin Home "° ""^"y'•~'D•p'"Ci°'°• 'SOeC
g Meagan. PuMO Rban. !la lT h 1 t e
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DECEDEM'S USUAL OCCUPRION KIND OF BUSINESS/NDUSTRV WAS DECEDENT EVERIN DECEDENT'S EDUCATION MARITAL STATUS•Maniad SURVIVBaG SPOUSE
lava emdd vgrk dOrM Oa moM U.S.MMED FORC£ST ~ n ner WCam led Navar Martkld, WlOOtvM, 1n Wna. qna msWMrwnel
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William McCalister MOTHER'S NAME IFur. Mgdb. Me~dxt$wnemel
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INFORMANT'S NAME (TypMPrwtR I NFORMANT'S MAILING ADDRESS ISeeel, Cny/Town, 54u. Zp Codel
za Mildred R Marquart ~0 Fairfield St Newville PA 17241
METHOD OF pSPOSITION - SITION
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CEIRIflER ICnatlt c^1' oriel SIGNATURE AND TITLE OF CERTIFIER
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NAME AN A SS OF ERSON WHO OMPLETEO CAUSE EATH
(Item 271 Type a Print
'MEDICAL EXAMINER/CORONER
On tM Etlls o/ a%aminatlon anelor InvelllgaMOn. In my oplnian, deatn occurred a11M tlma, date, and place, and dua to tM caufa(a) an0
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72.
REGISTRAR'S SIGNATURE AND
F
~ DATE FILED (MOnm. Day, wall
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LAST WILL AND TESTAMENT
OF
RUTH A. McCALISTER
21-02-749
I, RUTH A. McCALISTER, of 60 Fairfield Street, Newville Borough, Cumberland
County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish
and declare this my Last Will and Testament, hereby revoking and making void any and all
Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made.
IR PAYMENT OF EXPENSES - I direct that all my just debts, including my
gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as
practicable after my decease as a part of the administration of my estate.
SECOND: LEGACIES - I hereby give the following sums of money, as listed:
A. THIRTY THOUSAND ($30,000.00) DOLLARS to ROBERT L.
McCALISTER;
B. EIGHT THOUSAND ($8,000.00) DOLLARS to OLIVER BRUCE
McCALISTER;
C. EIGHT THOUSAND ($8,000.04) DOLLARS to ANNA HOLLENBAUGH;
D. EIGHT THOUSAND ($8,000.00) DOLLARS to ANNABELLE RADLE;
E. EIGHT THOUSA"tiTD ($8,000.00) DOLLARS to >ti•IELISSA HELLEMAN; and
F. EIGHT THOUSAND ($8,000.00) DOLLARS to NAVA HEPHER.
THIRD: RESIDUE OF ESTATE - I give, devise and bequeath all the rest, residue and
remainder of my estate, be it real, personal, or mixed, of whatsoever kind and wheresoever
situate, unto MILDRED R. MARQUART.
PAGE ONE OF FOUR
In the event MILDRED R. MARQUART fails to survive me, I then give, devise and
bequeath all the rest, residue and remainder of my estate, be it real, personal, or mixed, of
whatsoever kind and wheresoever situate, unto ROBERT L. McCALISTER.
FOURTH: TAXES RESULTING FROM MY DEATH - All federal, estate and other death
taxes that may be assessed as a consequence of my death, whether or not the assets pass under
this Will,. shall be paid from the residuary estate of my probate estate just as if they were my
debts, and none of those taxes shall be charged against any beneficiary or joint owner.
FIFTH: EXECUTRIX - I appoint MILDRED R MARQUART, Executrix of my Will. In the
event that she predeceases me or is unwilling or unable to serve as Executrix, I then appoint
ROBERT L. McCALISTER, Executor of my Will. Neither my Executrix nor any successor shall
be required to give bond for the performance of their duties.
I grant to my Executrix and successors the power to compromise claims without court
approval and without the consent of any beneficiary.
IS XTH: POWERS OF EXECUTRIX - In addition to the powers conferred by law, I authorize
my Executrix, in her absolute discretion:
1. To retain in the form received, and to sell either at public or private sale any real or
personal property;
2. To manage real estate;
3. To exercise any option or rights arising from ownership of investments; and
4. To compromise claims without court approval, and without the consent of any
beneficiary.
PAGE TWO OF FOUR
SEVENTH: PROTECTIVE PROVISION - To the greatest extent permitted by law, before
actual payment to a beneficiary or to his or her account, no interest in income or principal shall
be assignable by a beneficiary or available to anyone having a claim against a beneficiary.
EIGHTH: CHOICE OF ATTORNEY - I hereby request that my Co-Executors choose
Richard L. Webber, Jr., Esquire to provide legal representation to them in administering my
estate.
IN WITNESS WHEREOF, I hereunto have signed my name to this, my Last Will and
Testament, consisting of a total of FOUR (4) typewritten pages, this ~ ~~ day of ~~~~ ~ ,
2000.
RUTH A. McCALISTER, Testatrix
In our presence, the above-named Testatrix signed this and declared it to be her Will, and
now, at her request and in her presence and in the presence of each other, we sign as witnesses:
~~~~
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PAGE THREE OF FOUR
STATE OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
I, RUTH A. McCALISTER, having been duly qualified according to law, acknowledge
that I signed the foregoing instrument as my Will and that I signed it as my free and voluntary act
for the purposes therein expressed.
~ ' 0 ~1
t-~ ~~~~~c iP
RUTH A. McCALISTER, Testatrix
We, having been duly qualified according to law, depose and say that we were present
and saw RUTH A. McCALISTER sign the foregoing instrument as her Will; that she signed it as
her free and voluntary act for the purposes therein expressed; that each of us in her sight and
hearing and at her request signed the Will as witnesses; and that to the best of our knowledge she
was at the time 18 or more years of age, of sound mind and under no constraint or undue
influence. ~
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above-named Testatrix and by the
witnesses whose name~ppear
opposite on this ~" day of
tic ~, , 2000.
c/~, I ,. / ~ ~ - /
Notary Public
PAGE FOUR OF FOUR
NOTARIAL SEAL
R~NARD L WEBBER, JR., NOTARY PUBLIC
NEWVIILE BORO., CUMBERLAND COUNTY
MIS I N PI E MAY O
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
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DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
McCalister, Ruth A.
DATE OF DEATH (MM-DD-YEAR)
07/27/02
REV-1500
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FILE NUMBER
INHERITANCE TAX RETURN
RESIDENT DECEDENT
l...L-....QL
COUNTY CODE YEAR
O_O_LL'L
"JUMBER
SOCIAL SECURITY NUMBER
179
- 10
3857
DATE OF BIRTH (MM-DD-YEAR)
01-27-06
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
M/A
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
[R] 1. Original Return
D 4. Limited Estate
[!J 6. Decedent Died Testate iMacl1 copy of Will)
D 9. litigation Proceeds Received
D 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12.82\
D 7. Decedent Maintained a Living Trust (AUacn copy of Trusl)
o 10. Spousal Poverty Credit {dale of death between 12-31-91 and 1-1-95)
o 3. Remainder Return date ~f jeaih onor to :2-1' 82i
o 5. Federal Estate Tax Return ReqUIred
~ 8. Total Number of Safe Deposit Boxes
D 11. Election 10 tax under Sec, 91131A) ''';:IJr~r Sn
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Richard L. Webber, Jr., Es uire 126 East King Street
FIRM NAME (IlAop"~"" Shipp ens burg , PA 17257
TElEPHONE NU BER
(717) 532-7388
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(I)
(2)
(3)
(4)
(5) 129,792.65
(6)
(7)
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash. Bank Deposits & Miscellaneous Personal Property
(Schedule E)
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6 Jointly Owned Properly (Schedule F}
o Separate Billing Requested
7 Inter-Vivos Transfers & t,'1iscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7}
(8)
129,792.65
9. Funeral Expenses & Administrative Costs (Schedule H)
10 Debts of Decedent Mortgage liabllllies, & Liens (Schedule I)
(9)
(101
4,439.72
31.72
11 Total Deductions Ilotal Lines 9 & 10)
12 Net Value of Estate {Line 8 minus line 11)
(11)
4,471.44
125,321.21
13 Charitable and Gover~mental Bequests:Sec 9113 Trusts fOf which In elect:on to tJX has not been
made (Schedule J)
(121
(131
14 Net Value Subject to Tax iLlne 12 mlllus l:<:e 13)
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125,321.21
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15 Amount of Line U 1axabie ,,( the spousal lax
rate, or transfers uncer See 9116 {a1l1 2)
16 Amount of Line 14 ;axa~le ii, i;.leai rale
17 Amount o! L':le . ~ :3\,1: e 3: s't:!'ng r3:e
18 .\mount :~,f L "9 '-1 ,~,,~. ""']~e"J' '::;:e
'9 Tax Due
,0
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12
17',
.12j,321.2L
18,798.18
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.1.il.,198. 18
:> ;> SE SUR=: TO ANSWER ALL QUE~110N5 ON REVERSE SIDE AND RECHECK MATH < <:
Decedent's Complete Address:
STREET ADDRESS
CITY
Newville
STATE
PA
ZIP 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
18,798.18
17,500.00
921.05
Total Credits (A+ B + C)
(2)
18,421.05
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
B. Enter the tolal of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(58)
377.13
A. Enter the interest on the tax due.
377 .13
Make Check Payable to: REGISTER OF WILLS, AGENT
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;...............,.............................."................"........................ D
b. retain Ihe rlghllo designate who shall use the property transferred or its income; ............................................ 0
c. retain a reversionary interest; or............ ....,...... .,.................................".,............................................................ D
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If dealh occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . ... ........ ............ ................................. ..................................................... D
3. Did decedenl own an 'in lrusl fo~ or payable upon dealh bank account or security at his or her dealh? .............. 0
4. Did decedent own an Individual Relirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .. ................ ... ..... .... ... ......,.. .,. ....".".,....................................................... ......... D
Under penalties of perjury. I declare that I ha~e examined this return. Including accompanying schedules and statements, and to the best of my knowledge and belief. it is true, correct
and complete
Oeclarallon of preparer other than the personal represenlati~e is based on all information of which preparer has any knowledge.
DATE
{-Iv 1-
60 Fairfield Street, Newville, PA 17241
SIGNATURE OF PRE PARER OTHER THAN REP
./l...;-/ ../1- ~
DATE
( Ic.'':>.
ADDRESS
126 East King Street, Shippensburg, PA 17257
~~~:;;D~i;~ts.:i:}~~~r~:::.'-J~_t~.:t~r~:f~J'i:~
For dales of death on or after July 1, 1994 and before January 1, 1995, Ihe lax rate imposed on the nel value of transfers 10 or for the use of the survivin9 spouse is 3%
[72 PS S9116 (aJ (1.11 (III.
For dates of dealh on or after January I. 1995, Ihe lax rale Imposed on Ihe nel value of Iransfers to or for the use of the surviving spouse is 0% [72 P.S. S9116 (al (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax. and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dales of dealh on or after July 1. 2000:
The lax rate Imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent.
or a slepparent of Ihe child IS 0% [72 PS. s9116(aliI21]
The tax rate Imposed on the net value of !ransfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P.S. 99116(1.2) [72 PS. 99116(a)(1 )].
-:-he tax ra.te ,moosed on :he net \alt;e d transfers t.o Or for the use of the decedent's siblings is 12% [72 P.S. 39116(a)(1.3)1. A sibling IS defined. under Section 9102. as an
'lcr',1:duai '.'v'ho ,~as Jt leaSl one parerll:1 cc-;rmon With tr,e Cecedent. whether by blood or adoption.
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REV-1508 EX+ (2.871
ESTATE OF
.
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Type
FILE NUMBER
21-02-00749
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
RUTH A. MCCALISTER
iTEM
NUMBER
(AI! property lointly-owned with the Right of Survivorship must be disclosed on Schedule F)
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
1596.50
2.
3.
4.
5.
6.
7.
8.
9.
Farmers and Merchants Trust Company
Certificate of Deposit #15-2963691, including accrued
interest to date of death.
Farmers and Merchants Trust Company
Certificate of Deposit #15-2963635, including accrued
interest to date of death.
12,024.16
Farmers and Merchants Trust Company
Checking account #33-07069, including accrued interest
to date of death.
33,949.18
Farmers and Merchants Trust Company
Certificate of Deposit #15-2959624, including accrued
interest to date of death.
10,002.98
Farmers and Merchants Trust Company
Certificate of Deposit #15-2963637, including accrued
interest to date of death.
56,153.42
PNC Bank Certificate of Deposit #31000030515
including accrued interest to date of death.
15,753.45
Capital Blue Cross - refund of portion of premium
236.14
Carlisle Regional Medical Center - refund
73.05
Carlisle Imaging Associates, P.C.
3.77
TOTAL (Also enter on line 5, Recapitulation) S 129.792.65
-."~:-
. ~" \hee'~ ,f more SD::lCe is neeaec.)
:--:) '-. X
REV.1511EX+(1.88]
ESTATE OF
Please Print or Type
I FILE NUMBER
121-02-00749
I
t
,,~~rl\
:'....:~,if/.~fio
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Ruth A. McCalister
ITEM
NUMBER
A.
1.
B.
1.
2.
DESCRIPTION
Funeral Expenses:
Administrative Costs:
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
Attorney Fees
WEIGLE & ASSOCIATES, P.C.
3. Family Exemption
Claimant
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Relationship
Address of Claim__.'lt at decedent's death
Street Address
City
_State
lip Code~_____
Probate Fees
CUMBERLAND COUNTY REG ISTER OF WILLS
Miscellaneous Expenses:
Cumberland County Recorder of Deeds - County Grant Satisfaction
Postmaster - certified mailing to PA. D.P.W.
Copies
F&M Trust Co. - Fee for obtaining date of death asset
verific.J.t~on
I
I
I
i
i
Cumberland Law Journal - Legal Advertisement
The Valley Times-Star Legal advertisement
TOTAL fAlso enter on line 9, Recapitulation)
AMOUNT
4000.00
258.00
14.00
4 ,.,
.~-
2.50
25.00
75.00
60.80
S 443~,-_
flf more space is "ep.c:('c, insert 'ldditionol sheets of same size.)
REV-1512 EX+ 1'.93)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Please Print or Type
FILE NUMBER
21-02-00749
COMMONWEALTH OF PENNSYtvANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ruth A. McCalister
ITEM
NUMBER
DESCRIPTION
.
AMOUNT
1.
Central PA. Medical Group
11. 48
2.
Carlisle Imaging Associates
3.77
3.
Star Magazine
16.47
TOTAL (Also enter on line 10, Recapitulation)
s
31. 72
(}f ,~ore saace IS needed, insert oddifiono/ sheets of same size.)
REV.1513EX+(2.S7)
.
COMMONWEALTH OF P~NNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
Ruth A. McCalister
FILE NUMBER
21-,02-00749
ESTATE OF
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Taxable Bequests:
1. Robert L. McCalister 911 W. South St.
Carlisle, PA 17013
Nephew 30,000.00
Nephew 8,000.00
Niece 8,000.00
None 8,000.00
Grand- niece 8,000.00
None 8,000.00
Niece 8,000.00
2. Oliver Bruce McCalister 1911 Reservoir Drive
Carlisle, PA 17013
3. Anna Hollenbaugh 29 Parsonage Street
Newville, PA 17241
4. Annabelle Radle 126 Brick Church Road
Enola, PA 17025-2505
5. Melissa Hellman 10 Butler Court
Carlisle, PA 17013
6. Nava Hepfer 411 Shippensburg Road
Newville, PA 17241
7. Mildred R. Marquart 60 Fairfield Street
Newville, PA 17241
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQU ESTS (Also enfer on line 13, Recapitulation) : S
(If more space is needed, insert additional sheets of same size)
RE: RUTH A. MCCALISTER
DATE OF DEATH 7-27-2002
ACCOUNT INFORMATION
____CHECKING
SAFE DEPOSIT
SAVINGS X___CERTIFICATE OF DEPOSIT
MORTGAGE
DATE OPENED
4-28-2000
DATE CLOSED
STILL ACTIVE
NAME(S) ON ACCOUNT
RUTH A. MCCALISTER
ACCOUNT INFORMATION
CHECKING
SAFE DEPOSIT
SAVINGS X____CERTIFICATE OF DEPOSIT
INSTALLMENT LOAN
RE: RUTH A. MCCALISTER
DATE OF DEATH 7-27-2002
ACCOUNT INFORMATION
L-CHECKING
SAFE DEPOSIT
SAVINGS ___CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED 11-1-1996 DATE CLOSED STILL ACTIVE
ACCOUNT NUMBER 33-07069
ACCOUNT BALANCE AT DATE OF DEATH $33,942.54
ACCRUED INTEREST $6.64
TOTAL ACCOUNT BALANCE $33,949.18
NAME(S) ON ACCOUNT
RUTH A. MCCALISTER
---------------------------------------------------------------
ACCOUNT INFORMATION
CHECKING
SAFE DEPOSIT
SAVINGS X___CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED
ACCOUNT NUMBER
4-27-1998
15-2959624
DATE CLOSED
STILL ACTIVE
ACCOUNT BALANCE AT DATE OF DEATH
$10,000.00
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
------------------------------------------------------------------
RE: RUTH A. MCCALISTER
DATE OF DEATH 7-27-2002
ACCOUNT INFORMATION
_CHECKING
SAFE DEPOSIT
SAVINGS X__CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED 12-28-1999 DATE CLOSED STILL ACTIVE
ACCOUNT NUMBER 15-2963637
ACCOUNT BALANCE AT DATE OF DEATH $56,144.96
ACCRUED INTEREST $8.46
TOTAL ACCOUNT BALANCE $56,153.42
NAME(S) ON ACCOUNT
RUTH A. MCCALISTER
---------------------------------------------------------------
ACCOUNT INFORMATION
CHECKING
SAFE DEPOSIT
SAVINGS ___CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED
1'.CCOUNT l\'illffiER
ACCOUNT BALANCE AT DATE OF DEATH
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME(S) ON ACCOUNT
DATE CLOSED
------------------------------------------------------------------
RECEIVED AUG 2 8 21lJl2:
August 27, 2002
Weigle & Associates P.C.
Attorneys at Law
126 East King Street
Shippensburg, PA 17257
RE: RUTH A. MCCALISTER
Gentlemen:
In reference to the above customer, our records show the
enclosed information to be accurate. Our researching fee for the
information we have provided is $25.00. Please send your
remittance to the following address:
Farmers and Merchants Trust Company
ATTN Stacey Stenger
20 South Main Street
Chambersburg, PA 17201-0819
If I may be of any further assistance, please contact me.
Sincerely,
~ (L /'Jc:vmC
'~taCeyOA. Sten;:r <1
Operatlons Clerk III
P.O. Box 6010, CHAMBERSBURG, PA 17201-6010
Phone 717-264-6116 . Toll-Free 888-264-6116 . Fax 717-264-3415
OCT-21-2002 14:35
PNCEANK C1F DEPARTMENT
412 705 0057 P. 01/01
0PNCBAN<
October 21, 2002
Richard L. Webber, Jr., Esquire
126 East King Street
Shippensburg, PA 17257-1397
RE: Estate of Ruth A. McCalister, deceased
SSN: 179-10-3857
000: 7/2712W2
Dear Mr. Webber.
In response to your request for Date of Death balances for the customer noted above. our
records show the following:
Certificate of DepOti!
Account # 31000030515
Established 03/15/1996
RUTH A MCCAUSTER
DOD balance: $15,735.50 + $17.95 accrued interest
Please note that this office only provides date of death bahmces for deposit accounts
(lRAs, CDs, Checking and Savings accounts). We do not process all)' fiaaocial
traDsution. or provide statements. lfyou need assistance with any ofthe~e items,
please call 1-&88-PNC-BANK (I-888-762-2265} or stop by your local PNC Bank bnmch
office.
Sincerely,
~~~
RlIche1le Wells
1-800-762-1775
P1-PFSC-04-F
500 fifBt A vc.
Pittsburgh PA 15219
Member FDIC
TOTAL P.01
LAST WILL AND TESTAMENT
OF
RUTH A. McCALISTER
I, RUTH A. McCALISTER, of 60 Fairfield Street, Newville Borough, Cumhcrland
County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish
and declare this my Last Will and Testament, hereby revoking and making void any and all
Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made.
FIRST: PAYMENT OF EXPENSES - I direct that all my just debts, including my
gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as
practicable after my decease as a part of the administration of my estate.
SECOND: LEGACIES - I hereby give the following sums of money, as listed:
A. HURTY THOUSAND ($30,000.00) DOLLARS to ROBERT L.
McCALISTER;
B. EIGHT THOUSAND ($8,000.00) DOLLARS to OLIVER BRUCE
McCALISTER;
C. EIGHT TI IO\JSAND ($8.000.00) DOLLARS to ANNA HOLLENBAUGH;
D. EIGI IT THOUSAND ($8.000.00) DOLLARS to ANNABELLE RADLE;
E. EIGHT THOUSAND ($8,000.00) DOLLARS to MELISSA HELLEMAN: and
F. EIGHT THOUSAND ($8.000.00) DOLLARS to NA V A HEPHER.
THIRD: RESIDUE OF ESTATE - [ give. devise and bequeath all the rest. rcsidue illld
remainder of my estate. be it real. personal. or mixed. of whatsoever kind and whcrcsocvcr
situate. unto MILDRED R. MARQUART.
PAGE ONE OF FOUR
In the event MILDRED R. MARQUART fails to survive me, I then give, devise and
bequeath all the rest, residue and remainder of my estate, be it real, personal, or mixed, of
whatsoever kind and wheresoever situate, unto ROBERT L. McCALISTER.
FOURTH: TAXES RESULTING FROM MY DEATH - All federal, estate and other death
taxes that may be assessed as a consequence of my death, whether or not the assets pass under
this Will, shall be paid from the residuary estate of my probate estate just as if they were my
debts, and none of those taxes shall be charged against any beneficiary or joint owner.
FIFTH: EXECUTRIX - I appoint MILDRED R. MARQUART, Executrix of my Will. In the
event that she predeceases me or is unwilling or unable to serve as Executrix, I then appoint
ROBERT L. McCALISTER, Executor of my Will. Neither my Executrix nor any successor shall
be required to give bond for the performance of their duties.
I grant to my Executrix and successors the power to compromise claims without court
approval and without the consent of any beneficiary.
SIXTH: POWERS OF EXECUTRIX - In addition to the powers conferred by law, I authorize
my Executrix. in hcr absolute discretion:
I. To retain in thL' Ilml1 received. and to scll either at public or private sale any real or
personal properly:
') To manage real estate:
3 . To exercise any option or rights arising from ownership of investments; and
4. To compromise claims without court approval, and without the consent of any
beneficiary.
PAGE TWO OF FOUR
SEVENTH: PROTECTIVE PROVISION - To the greatest extent permitted by law, before
actual payment to a beneficiary or to his or her account, no interest in income or principal shall
be assignable by a beneficiary or available to anyone having a claim against a beneficiary.
EIGHTH: CHOICE OF ATTORNEY - I hereby request that my Co-Executors choose
Richard L. Webber, Jr., Esquire to provide legal representation to them in administering my
estate.
IN WITNESS WHEREOF, I hereunto have signed my name to this, my Last Will and
Testament. consisting of a total of FOUR (4) typewritten pages, this J hJ day of /-7t.rG- L
2000.
if u iL~ ~ (! C'>-l;, t. ~
RUTH A. McCALISTER, Testatrix
In our presence, the abovc-namcd Tcstatrix signed this and declared it to be her Will, and
now, at her request and in her presence and in the presence of each other, we sign as witnesses:
~~ PJ2e-a~
G:+ (' iChclii-<-
PAGE THREE OF FOUR
STATE OF PENNSYL VANIA
: SS
COUNTY OF CUMBERLAND
I, RUTH A. McCALISTER, having been duly qualified according to law, acknowledge
that I signed the foregoing instrument as my Will and that I signed it as my free and voluntary act
for the purposes therein expressed.
R,d/. C. 7J;t~nl: j~"
RUTH A. McCALISTER, Testatrix
We, having been duly qualified according to law, depose and say that we were present
and saw RUTH A. McCALISTER sign the foregoing instrument as her Will; that she signed it as
her free and voluntary act for the purposes therein expressed; that each of us in her sight and
hearing and at her request signed the Will as witnesses; and that to the best of our knowledge she
was at the time I 8 or more years of age, of sound mind and under no constraint or undue
int1ucnce.
.' J t/?~
~L .
--
/~~
~'O C. IAJ'-70{ iLc,--
Subscribed. sworn to or affrrmed,
and acknowledgcd beforc me by the
abovc-named Testatrix and by the
witncsses whose namez;ppear
opposite on this 'J ~. day of
/'-1 <0 ~ . :woo.
.
..;L) /'L- < ~ttJ
Notarv Public
PAGE FOUR OF FOUR
NOTARIAL SEAL
RlC11ARD L WEBBER, JR.. NOTARY PUBLIC
NEWVILLE BORO.. CUMBERLAND COUNTY
MY COMMISSION EXPIRES MAY 6.2002
STATUS REPORT UNDER RULE 6.12
Name of Decedent: '7-~ d4 ~, ~~'~C. ~4z_~ ~ t~--- ,,~_.
Date of Death: J L~ L-- ~ O~--7,, 2 ~ 0 ~--
win No.: No.: c' 2- 7
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 1~ No F-]
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer tO No. 1 is Yes, state the following:
a. Did the personal representative file a fm~ account with the Court?
Yes No ['1
b.The separate Orphan~' 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
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphan.~' Court
and may be attached to this report.
Signature
Name
Address ~Z~ ~-~ L; ~ c_c- ~-, ~ ~
Telephone No.
Capacity: [~ Personal Representative
.~:~Counsel for personal representative
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Ruth A.~l~icCalister
Date of Death: July 27, 2002
Will No.: 2002-00749 Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State w__w__~ether administration of the estate is complete:
Yes [~] No ['-]
2. I/the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
If the answer to No. 1 is Yes, state the following:
a. Did the/p'~rsonal representative file a final account with the Court?
Yes v' No 1']
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative_.fi(ate au account informally to the parties
in interest? Yes [-] No ~
Co
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and may be attached to this report.
Signature
Richard L. ~ebber. Jr.~ E~q,,~r~
Name
126 East King Street
Shippensburg, PA 17257
Address
(717) 532-7388
Telephone No.
Capacity: [~/15ersonal Representative
~ Counsel for personal representative
BUREAU OF INDIVIDUAL TAXES
INHERITANCE 7AX DIVISION
DEPT. 28U601
HARRISBURG, PA 17128-8601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
RICHARD L WEBBER JR ESQ
WEIGLE & ASSOCIATES
126 E KING ST
SHIPPENSBURG PA 17257
REV-1i 07 E% ~FP (P1-OS)
DATE 01-21-2003
ESTATE OF MCCALISTER RUTH A
DATE OF DEATH 07-27-2002
FILE NUMBER 21 02-0749
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1
----------------------------------------------------------------------------------------------------------------
REV-1607 EX AFP (O1-03) *~* INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF MCCALISTER RUTH A FILE N0. 21 02-0749 ACN 101 DATE 01-21-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-16-2002
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
18,798.18
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-27-2002 CD001780 921.05 17,500.00
11-08-2002 CD001824 .00 377.13
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
* IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST. L
( IF TOTAL DUE IS LESS THAN S1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
18,798.18
.00
.00
.00
uetacn na top portlan of td
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money ardor payable to: REGISTER OF WILLS AGENT.
-- If NDN-RESIDEN7 DECEDEN7 make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was net requested an the Tax Return, may be requested by completing an
^Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour
answering service for forms ordering: 1-800-362-205 D; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
REPLY TD: questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
C717) 787-6505.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent CS%) discount
of the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9l months and one C1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent an and after
January 1, 1982 will bear interest at a rate which will vary from calendar Year to calendar Year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .DOOZ19
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
~,. BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
• y
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
BARBARA M BAUM
539 W WINDING HILL RD
MECHANICSBURG PA 17055-0000
REV-1604 EX RFF [01-03)
DATE 01-24-2003
ESTATE OF MILLER LESTER C
DATE OF DEATH 07-26-2001
FILE NUMBER 21 01-0749
COUNTY CUMBERLAND
SSN/DC 176-05-3031
ACN 01149131
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1
----------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP (01-03)
~~ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS **
DATE 01-24-2003
ESTATE OF MILLER LESTER C DATE OF DEATH 07-26-2001 COUNTY CUMBERLAND
FILE N0. 21 01-0749 S.S/D.C. N0. 176-05-3031 ACN 01149131
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PSECU ACCOUNT N0. 0176053031-5
TYPE OF ACCOUNT: (X) SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 04-26-2001
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
.00 NOTE:
X 1.000
.00
.00
.00
X .45
.00
TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN A80YE.
MAKE CHECK OR MONEY ORDER PAYABLE
T0: "REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
PAYMENT: Detach the tap portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- Make check or money order payable to: REGISTER OF WILLS, AGENT.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may he requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at
the Office of the Register of Wills, any of the 23 Revenue District Offices ar from the Department's 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing
and / or speaking needs: 1-SOD-447-3D20 (TT only).
REPLY TD: Questions regarding errors contained an this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 286601, Harrisburg, PA 17128-6601, Phone
(717) 787-6505.
DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%) discount
of the tax paid is allowed.
PENALTY: The 15% tax amnesty non participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST: Interest is charged beginning with first day of delinquency or nine [9) months and one C1) day from the date of
death to the date of Payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .OOD164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 200D 8% .D00219
1984 11% .D00301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .DDD192 2002 6% .000164
1986 10% .OD0274 1995-1998 9% .000247 2003 5% .OD0137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
REV-1470 EX (&88)
COMMONWEALTH OF'PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENT'S NAME FILE NUMBER
LESTER C MILLER 2101-0749
REVIEWED BY ACN
SCOTT ELLISON 01149131
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
THE ABOVE ACCOUNT HAS BEEN ADJUSTED TO ZERO PER YOUR CORRESPONDENCE
OF 01-17-2003.
Row Page 1
~~~°~~`.' /~ '~ COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601 INHERITANCE TAX
HARRISBURG, PA 171 Z8-0601
STATEMENT OF ACCOUNT
REV-1607 E% AFP (O1-PS)
DATE 01-06-2003
ESTATE OF MILLER LESTER C
DATE OF DEATH 07-26-2001
FILE NUMBER 21 01-0749
:. COUNTY CUMBERLAND
DAVID W KNAUER ACN 101
411A E MAIN ST Amount Remitted
MECHANICSBURG PA 17055
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS r
----------------------------------------------------------------------------------------------------------------
REV-1607 EX AFP (01-03) **~ INHERITANCE TAX STATEMENT OF ACCOUNT *~*
ESTATE OF MILLER LESTER C FILE N0. 21 01-0749 ACN 101 DATE 01-06-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-09-2002
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
12,952.78
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-24-2001 CD000427 647.64 13,000.00
12-20-2002 REFUND .00 694.86-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
* IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
[ IF TOTAL DUE IS LESS THAN S1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ]
12,952.78
.00
.00
.00
PAYMENT: Detach the top portion of this Notice and submit with ycur payment made payable to the name one acaress
printed on the reverse side.
-- If RESIDENT DECEDENT nake check or money order payable tc; REGISTER OF WILLS, AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour
answering service for farms ordering: 1-800-362-2050; services far taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 [TT only).
REPLY T0: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
(7171 787-6505.
DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%) discount
of the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .088164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the pA Department of Revenue. The applicable interest rates far 1982 through 2083 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .OD0548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1984 11% .OD0301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .000247 2003 5% .000137
--Interest is calculated as follows;
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days
beyond the date of the assessment. If payment is made after the interest computation date shown an the
Notice, additional interest must be calculated.
I?:~2002\RichW\hlcCalister I?statc. Ruth t19~74A\~irst and final account 12-02.dot
2002-00749
EXECUTRIX' ACCOUNT
FIRST AND FINAL ACCOUNT OF
MILDRED R. MARQUART, Executrix
For
ESTATE OF RUTH A. MCCALISTER, Deceased
Date of Death: July 27, 2002
Date of Executor's Appointment: August 20, 2002
Dates of Advertisement of Letters:
The Valley Times-Star: September 4, 2002; September 11, 2002; and
September 18, 2002
Cumberland County Law Journal: September 6, 2002; September 13, 2002; and
September 20, 2002
Accounting for the Period: July 27, 2002 to January 16, 2003
Purpose of Account: Mildred R. Marquart, Executrix, offers this account to acquaint interested parties
with the transactions that have occurred during her administration.
The account also indicates the proposed distribution of the estate.
It is important that the account be carefully examined. Requests for additional information or questions
or objections can be discussed with:
Richard L. Webber, Jr., Esquire
Weigle & Associates, P.C.
] 26 East King Street
Shippensburg, PA 17257
(717)532-7388
WEIGLE Ec ASSOCIATES. P.C. -ATTORNEYS AT LAW - i26 EAST KING STRh_ET - SHIPPENSBURG, PA 17257-1397
I_:~2002\RichW\h1cCalis[cr I{state. Ruth #l~)~74A\Firstand tinal account 12-02.do1
Summary of Account
Fiduciary
Current Acquisition
Pale Value Value
Proposed Distribution to Beneficiaries 9 $ 36,797.88
Principal
Receipts 3, 4 $130,480.00
Less Disbursements:
Debts of Decedent 5 $ 703.72
Funeral Expenses 5 0.00
Family Exemption 5 0.00
Administration Expenses 6 660.06
Federal and State Taxes 6 17,877.13
Fees and Commission 6 3,812.50
- 23,053.41
Balance before Distributions $107,426.59
Distributions to Beneficiaries 7 - 72,500.00
Principal Balance on Hand 7 $ 34,934.09
Income
Receipts 7 1,863.79
Less Disbursements 8 0.00
Balance before Distributions 1,863.79
Distributions to Beneficiaries 9 0.00
Income Balance on Hand 9 $ 1,863.79
Combined Balance on Hand 9 $ 36,797.88
KING STREET - SHIPPEN58U RG, PA 17257-1397
E:A?002\RicI1W\McCalister Estate, Ruth #9~74A\First and final account 12-02.dot
Fiduciary
Current Acquisition
Value Value
Receipts of Principal
Real
None
Cash and Cash Equivalents:
1. Farmer and Merchants Trust company
Certificate of Deposit #15-2963691, including accrued
Interest to date of death.
2. Farmers and Merchants Trust company
Certificate of Deposit #15-2963635, including accrued
Interest to date of death.
3. Farmers and Merchants Trust company
Checking account #>>-07069, including accnied interest
to date of death.
4. Farmers and Merchants Trust Company
Certificate of Deposit #15-2959624, including accrued
Interest to date of death.
5. Farmers and Merchants Trust Company
Certificate of Deposit #15-2963637, including accrued
Interest to date of death.
6. PNC Bank Certificate of Deposit #31000030515
including accrued accrued interest to date of death.
Tangible Personal Property:
None
-,
_~
1,571.55
12,024.16
33,949.18
] 0,002.98
56,153.42
15,753.45
WEIGLE & ASSOCIATES, P.G. -ATTORNEYS AT LAW - 1Z6 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
If:A2002\RichW\n9cCalister Istatc. Ruth #9i74A\first and final account 12-02dot
Receipt subsequent to date of death (Valued when received}
08/02/02 Social Security check for July 2002
10/01/02 Miscellaneous Bank Credit
11 /05/02 Capital Blue Cross -refund of portion of premium
1 1 /05/02 Carlisle Regional Medical Center -refund
11/05/02 Carlisle Imaging Associates, P.C.
12/13/02 HMA -Refund
TOTAL PRINCIPAL RECF;IPTS
4
672.00
36.62
236.14
73.05
3.77
11.48
$130,487.80
WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
I::A2002\RichW\NlcCalistcr I'statc. Ruth #<Ji74A\Pirst and final account 12-02.dot
Fiduciary
Current Acquisition
Value value
Disbursements of Principal
Debts of Decedent
08/01 /02 Star Magazine 16.47
09/12/02 Carlisle Imaging Associates 3.77
09/12/02 Central PA. Medical Group 11.48
09/26/02 Social Security Administration -reimbursement 672.00
Total $ 703.72
Funeral Expenses
NONE
Family Exemption
None
5
WEIGLE & ASSOCIATES, P. C. -ATTORNEYS AT LAW - 726 EAST KING SIRE.ET - SHIPPENSBURG, PA 17257-'1397
ti:A2002\RichW\McCalister Estate. Ruth #9~74A\First and final account 12-02.dot
Administration Ex enses
08/21/02 Cumberland County Register of Wills 258.00
08/2 ] /02 Cw~~berland County Recorder of Deeds -County 14.00
Grant Satisfaction
08/26/02 Postmaster-certified mailing to Pa. D.P.W 4.42
08/29/02 Copies 2.50
09/03/02 F & M Trust Co. -Fee for obtaining date of death 25.00
asset verification
09/24/02 Cumberland County Law Journal -Legal 75.00
Advertisement
10/24/02 The Valley Times-Star -Legal Advertisement 60.80
1 1/08/02 Cumberland County Register of Wills -inheritance
tax return tiling fee 15.00
11 /08/02 Cumberland County Register of Wills -short
certificate 3.00
01/16/03 Miscellaneous debit 2.34
To be paid -Reserve for filing fee for First and Final Accounting
Postage. 200.00
TOTAL 660.06
Federal and State Taxes
10/25/02 PA Department of Revenue - inheritance tax 17,500.00
deposit
1 1 /08/02 PA Department of Revenue - balance of
inheritance tax 377.13
TOTAL 17,877.13
Fees and Commission
Attorney Fees -Weigle & Associates, P.C.
Paid as follows:
09/11 /02 968.75
10/16/02 437.50
1 1 / 12/02 625.00
12/17/02 781.25
To be paid-reserve for attorney fees 1,000.00
TOTAL $ 3,812.50
6
WEIGLE & ASSOCIATES, P.C.. -ATTORNEYS AT LAW - 126 EAST KING STFIEET - SHIPPENSBURG, PA 77257-1397
1`:A3002\RichW\McCalister I;statc. Ruth #9;74\\First and final account 12-02.dut
Fiduciary
Current Acquisition
Value Value
Previous Distributions
09/12/02 Mildred RMarquart -partial distribution 1,000.00
12/02/02 Robert L. McCalister 30,000.00
12/02/02 Oliver Bruce McCalister 8,000.00
12/02/02 Anna Hollenbaugh 8,000.00
12/02/02 Annabelle Radle 8,000.00
12/02/02 Melissa Hellman 8,000.00
12/02/02 Nava Hepfer 8,000.00
12/26/02 Mildred R. Marquart 500.00
01/10/02 Mildred R. Marquart 1,000.00
TOTAL $72,500.00
Principal Balance on Hand
Cash $34,933.79
Receipts of Income
F & M Trust -Estate Checking Account #10-78747
10/04/02 $ 12.13
11 /04/02 12.61
12/04/02 2629
01/03/03 18.70
$ 69.7
F & M Certificate of Deposit #15-2963635
08/15/02 $ 28.35
09/15/02 53.51
10/15/02 51.78
1 1 /27/02 53.51
12/16/02 51 7R
$238.93
7
WEIGLE & ASSOCIATES, P.C. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
I:.'~2002\RichW\tilcCalister Estate. Ruth #9i74A\First and final account 12-02.dot
Receipts of Income
F & M Trust Certificate of Deposit #15-2959624
07/27/02 $ 41.81
08/27/02 46.29
10/01/02 46.29
10/28/02 44.79
11/27/02 46.29
12/27/02 44.79
$ 270.26
F & M Trust Certificate of Deposit #15-2963637
07/28/02 $ 245.35
08/28/02 262.27
10/O1 /02 262.27
10/28/02 253.81
11 /08/02 92.93
$1,116.63
PNC Bank Certificate of Deposit #31000030515
08/15/02 $ 24.85
09/ 15/02 42.81
10/15/02 41.42
11 /08/02 31.76
$ 140.84
P & M Trust personal checl<i-Zg account #33-07069
07/27/02 $ 6.64
09/15/02 7.70
09/26/02 13.06
$ 27.40
TOTAL $1863.79
Disbursements of Income
None
8
E5, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
L:A?002\RichW\McCalis[er Estate. Ruth #9~74A\First and tinal account 12-02.dot
Distributions of Income to Beneficiaries
None
Income Balance On Hand
Cash $ 1,863.79
Combined Principal and Income Balance On Hand
Cash $36,797.88
SCHEDULE OF PROPOSED DISTRIBUTION
TO: Mildred R. Marduart
Residue of Estate pursuant to Paragraph THIRD of WILL
TOTAL $36,797.88
9
P. C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 77257-1397
I~::A200'\RichW\McC~listcr I~statc. Ruth t1~J~74AU~irst and linal account I2-02.dot
IN RE: ESTATE OF RUTH A. McCALISTER
LATE OF THE BOROUGH OF
CUMBERLAND COUNTY
PENNSYLVANIA .
CERTIFICATE OF SERVICE
C
I do hereby certify that on January ~~"r , 2003, I served the Notice. First and Final Accounting,
and Schedule of Proposed Distribution to each of the persons and entities listed below by mailing a copy
of the same by U.S. (Certified) First Class Mail, Return Receipt Requested:
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
N0.2002-00749
Robert L. McCalister Oliver Bruce McCalister
9l 1 W. South Street 191 1 Reservoir Drive
Carlisle, PA 17013 Carlisle, PA 17013
Anna Hollenbaugh Annabelle Radle
29 Parsonage Street 126 Brick Church Road
Newville, PA 17241 Enola. ['A 17025-2505
Melissa Hellman Nava Hepfer
10 Butler Court 411 Shippensburg Road
Carlisle, PA 17013 Newville, PA 17241
Mildred R. Marquart
60 Fairfield Street
Newville, PA 17241
WEIGLE & ASSOCIATES, P.C.
1
Date: ~~'f BY _ .~ ----~~.,~c~.;~.~
Richard L. Webber, Jr.
Attorney for Executrix
126 East King Street
Shippensburg, PA 17257
(717):532-7388
10
AT LAW - 1Z6 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
G:A200?\RichW\McCalistcr I~statc, Ruth #9i74A\First and final account 12-02.dot
iN RE: ESTATE OF RUTH A. McCALISTER
LATE OF THE BOROUGH OF
NEWVILLE, CUMBERLAND
COUNTY
NOTICE
IN THE COURT OF COMMON
PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
NO. 2002-00749
This is to advise you that Mildred R. Marquart, Executrix under the Will of Ruth A. McCalister,
deceased, has filed the First and Final Account of the administration of the said decedent's estate in the
Office of the Register of Wills of Cumberland County, Pennsylvania. The said Account and Proposed
Schedule of Distribution will be presented to the Court of Common Pleas of Cumberland County,
Pennsylvania, Orphans' Court Division, of Carlisle, Pennsylvania, in the Courtroom of the Cumberland
County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania, on March 4, 2003, at 9:30 a.m., for
confirmation.
Copies of the said Account and Proposed Schedule of Distribution are enclosed herewith.
This Notice is sent to you as an interested party, in accordance with the Rules of Court. Any
exceptions or objections to the said Account or Proposed Schedule of Distribution may be filed prior to,
or at that time and date, by any Party of Interest.
You are not required to appear at the audit. However, if you do not appear in person or by
counsel, the Court will assume that you agree with the accounting and the distribution proposed by
the accountants.
Very truly yours,
~~
January ~~ , 2003
WEIGLE & ASSOCIATES, P.C.
~"
By: Richard L. Webber, Jr., Esquire
Attorney for Executrix
126 East King Street
Shippensburg, PA 17257
(717)532-7388
WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
L:A2002\RichW\MeCalister listute. Ruth #9i74A\T'irst and final account 12-02.dot
MILDRED R. MARQUAR'I', Executrix of the Estate of RUTH A. McCALISTER, deceased, hereby
declares wider oath (penalties of perjury) that she has fuliv and faithfillly discharged the duties of her
office; that the foregoing Tirst 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 her knowledge, there are no claims now outstanding against the estate; and that all
taxes presently due from the estate have been paid.
Mildred R. Marquart, Executrix
Subscribed and sworn to by
Mildred R. Marquart before me this
'~ r`' day of .1- ~, ~,,.:. , , 2003.
y i
Notary Public
/-`
NOTARIAL SEAL
RICHARD L. WEBBER JR., NOTARY PUBLIC
SHIPPENSBURG BORO, CUMBERLAND COUNTY
MY COMMISSION EXPIRES JULY 15, 2006
12
WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
[:A2002\RichW\~1cCalister I~statc. Rulh ?~~I~74A\~irst and final account 12-U2.dot
It is hereby certified that written notice stating the date, time and place of the presentation of the
First and Final Account in the above estate and the statement of proposed distribution and stating the last
day to file objections to the account and statement of proposed distribution and including a copy of the
statement of distribution was given at least twenty-eight (28) days prior to the date fixed to every unpaid
creditor who has given written notice of his claim to the Accounting and to every other person known to
the Accountant to have or claim an interest in the estate as creditor, beneficiary, heir or next of kin.
33 ~~,~ ~ _
Mildred R Marquart, Executrix ~~
13
WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STI~EET - SHIPPENSBURG, PA 17257-1397
~ rr.« E b;.
LAST WILL AND TESTAMENT
OF
RUTH A. McCALISTER
I, RUTH A. McCALISTER, of 60 Fairfield Street, Newville 3orough. (:urnberland
(:ounty, Pennsylvania, being of sound mind, memory and disposition, do hereby make„ publish
a.nd declare this my Last Will and Testament, hereby revoking and making void an} and all
Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made.
FIRST: PAYMENT OF EXPENSES - I direct that. alI my just debts, including m}'
f
gravemark~r and all expenses of my last illness, shall be paid from my residuary estat; as soon as
practicable after my decease as a part of the administration of my estate.
S ~.CS OND: LEGACIES - I hereby give the following; sums of money, as fisted:
A. ~I~I IIR~['1' "flIOl1SAND ($30,000.00) DOLLARS to RORER"h ..
McG~LIS1'ER;
[3. I:IGI IT TI IOUSAND ($8.000.00) DOLLARS to OLIVEI~: BRUCE
('. I:IGI ll~ 1~1 [O[ ~S~\N[) 0;8.000.00) 1)~t)L(_ARS to :1Ni~:1 {UI.I.I:N[:1,~~1.UG11:
D. II(~li l" I~IIOUS~WD ($8.000.00) DOL,L~'1RS to ANNA[iELL,E R~1DLE;
G EI:;I i~1' THOUSAND ($8,(;00.00) DOLLARS to ti;ELIS~A HLL_LE;u1~1N: an~ii
F. EIGHT TIIOUS~~ND ($8.000.00) DOLLARS to NAVA IIEPIIER.
THIRD: RESIDUF, OF ESTATE - (~~ivc. devise and bcyueath all the rust. r:~i~.lu~ ,+i~~~'
rrmaindrr ll( nl~ ~tifa[~, b~ it real. perscmal. or mixed. 01' wtratsoever kind and ~~.h~rrs~~~~~'~~
situate. unto ~l[LDRED R. ~1:1RQUAR~I".
P.~GE ONE OF I='OIJR
~''
~•
Exhibit A (Page 1)
In the event MILDRED R. MARQUART fails to survive me, I then give, devise and
bequeath all the rest, residue and remainder of my estate, be it: real, personal, or mixed, of
whatsoever kind and wheresoever situate, unto ROBERT L. McCALISTER.
FOURTH: TAXES RESULTING FROM MY DEATH - All federal, estate and other death
taxes that may be assessed as a consequence of my death, whether or not the assets pass under
this Will. shall be paid from the residuary estate of my probate estate just as if they were my
debts, and none of those taxes shall be charged against any beneficiary or joint owner.
IFT EXECUTRIX - I appoint MILDRED R. MARQUART, Executrix of my Will. In the
event that she predeceases 111('. or is umvillirig or unable to serve as Executrix, I then appoint
ROL3CR L L. McCALISTLR, Cxecutor of my Will. Neither my Executrix nor any successor shall
be required to give bond for the performance of their duties.
[ grant to my l:zccutrix alld successors the power to compromise claims without court
~-ppm~ai anti without the consent ofanv hcncliciary.
~1~.'Ltl;_ !'O~1'I;Rti O!~ l~,~I~;CUTIlI\ - In addition to the powers conferred by law, I authorize
m~ I~,xcculrix. in her :rhsolutc discretion:
1. Lo retain in the li~rm reeci~ed, and to srll either at public ur private sale any real or
personal (~rohert~
~. To nutnaa;e nai estate:
~. T~~ ~•~:~•rci~~• tn~ c~rtion ur rights arising from ownership of investments: and
-I. Tu comhromise claims without court approval, and without the consent of am~
heneticiar~ .
P.-~GE T~~'O OF FOUR
Exhibit A (Page 2)
SEVENTH: PROTECTIVE PROVISION - To the greatest extent permitted by law, before
actual payment to a beneficiary or to his or her account, no interest in income or principal shall
be assignable by a beneficiary or available to anyone having a claim against a beneficiary.
EiC~HTH: CHOICE OF ATTORNEY - I hereby request that my Co-Executors choose
Richard L. Webber, Jr., Esquire to provide legal representation to them in administering my
estate.
C`
IN WITNESS WIIER[;OF, 1 hcrcunto have signed my name to this, my Last Will and
~~
T~stamCnl. ~On1lStln`~ ~~f" a t~~tal ul' DOUR (4) typewritten pages, this ~ day of G' c ~, ,
~'0~O.
RU"tl I ~1. McCALISTT:R. T~cstatrix
In uur prescnc~, thr above-nan~cd "I'cstatrix signed this and declared it to be her Will, and
nu..', at her rcdurst and in her rresrnrc and in the presence of each other, we sign as «~itncsscs:
(~~ ,
/`-~
~~
P:~GE ~I~l {IZL:E OF FOUR
Exhibit A (Page 3)
STATE OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
I, RUTH A. McCALISTER, having been duly qualified according to law, acknowledge
that I signed the foregoing instrument as my Will and that I signed it as my free and voluntary act
for the purposes therein expressed.
RUTH A. McCALISTER, Testatrix
We, having been duly qualified according to law, depose and say that we were present
and saw RUTI1 A. McCALISTER sign the foregoing instrument as her. Will; that she signed it as
her free and voluntary act for the purposes therein expressed; that each of us in her sight and
hearing and at her rr~Iurst signed the Will as witnesses; and that to the best of our knowicdgc she
was at the time I8 ur ntt~re years of age, of sound mind and under no constraint or undue
intht~ncc.
~~~ ~
Suh~~rib~d, s~~~~rn tc- ar atlirmcd,
anti acknc~wlydLCd bcti~rc ttt~ by the
above-Wanted Testatrix and by the
«~itncsscs ~vhosc namc~tpprar
opposite on this ~M- aa~~ of
ft''4~~ ~, . X000.
Nc~tan~ Pubti~ L
PAGE FO(.rR OF FOUR
NOTARIAL SEAL Exhibit A (Page 4)
RiC11ARO L WEBBER.IR., tiOTARY PUBLIC
NEWV(LLE 80R0.. CUR78ERLANO COUNTY
tt~Y CO"'AISSION e(PIRES".'AY 5 "_002
r--
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
Roger M. Morgenthal, 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:
SEPTEMBER 6, 13, 20, 2002
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.
R ger M. Morgenthal, Editor
McCalister, Ruth A.. decd.
Late of the Borough oC Newville.
Executrix: Mildred R. Marquart.
60 Fairfield Street, Newfield. PA
17241.
Attorneys: Richard L. Webber. Jr..
Esquire. Weigle & flssociates. P.C..
126 East King Street. Shippens-
burg. PA 17257.
SWORN TO AND SUBSCRIBED before me this
20 day of SEPTEMBER, 2002_
Car(~te LOPL,
My Ca~~fsaion 1:xpY'ar: A+l~+ch 5G2 0~
Exhibit B
Proof of Publication of Notice in
THE VALLEY TIMES-STAR
COUNTY OF CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA
VWPA
Debbie A. Chestnut, being duly sworn according to law, deposes and says that she is the Editor of
"The Valley Times-Stal", which is a weekly newspaper of general circulation published in Shippensburg Township,
Cumberland County, Pennsylvania, by the News-Chronicle Company, a corporation duly organized and eadsting under the laws of the
Commonwealth of Pennsylvania having it's principle place of business at 1011 Rimer Highway [P.O. Box 100], Shippensburg,
Pennsylvania; that she is authorized to and does make this affidavit on it's behalf; that the printed notice, advertisement or publication
attached hereto is the same as was printed in the regular editions & issues of "The Valley Times-Star" on the following date(s):
September 4, September 11, and September 18._2002
Copy of Notice of Publication
Affiant further deposes that neither she nor
"The Valley Times-Star" and The News-
Chronicle Company have any interest in the
subject matters of the aforesaid notice or
advertisement, and that the facts set forth
in the foregoing affidavit are true & correct.
i
Sw)~orn~,and subscribed before me this
day of Z
-1-
Notary ~uolic
/ /mail
Notarial Sea!
Clayton L Jahnsbn it, Notary Public
Shlppensburg Twp., Cumberland County
My Commission el~ires Aug. 30, 2004
To: "The News-Chronicle"
Shippensburg, PA 17257
For publishing the notice attached hereto:
On the stated date[s] ..... S 5 8. 8 0
Amdavit ............... S 2 . 0 0
Total .................. S 6 0. 8 0
` .Estate of Ruth A. McCsJiaGar: deceased. Letters testa~entary
is the estate of Ruth A. DlfcCalister, late of the Borough of
Newville, Cumberland i~rounty; Pennsylvania, have been granted
to the undersigned. All persona knowing tlfemaelvea to be in- ,_~
dabted to said estate aie'k+egiiested to make payment. and those
htvmg claims will present them, without delay, for settlement to
J rF } i ~, ~ t ~~~'~,, F~~a .: : ~. ;•P R. Marquart
46t+. ` s- ~,;f~ F `,80 Fairfield Street •,~;~:.,'.:~
t' s : 1 ~ f "`~~•~:~'?'Newville, PA 17241 ' ~
Executnx
.Richard L. Webber, Jr., Esquire
WEI(1LE ~ A~SOCIATEB, P C '~ ": "~ R ~~ ~ ~~ ~•• _r ~ -; . ~,, '= 4~
148 East Ring Street t .
Shippsnsburg, PA X7267 ~ , "' ~
Adv. V'1'3 Sept. 4,11,18 - - ~ ` ~ .-
. ,. . .
Exhibit C
E:\2002\RichW\McCalister Estate. Ruth #~)>74A\First and final account 12-02.dot
IN RE: ESTATE OF RUTH A. McCALISTER
LATE OF THE BOROUGH OF
NEWVILLE, CUMBERLAND
COUNTY .
NOTICE
IN THE COURT OF COMMON
-PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
N0.2002-00749
This is to advise yot~ that Mildred R. Marquart, Executrix under the Will of Ruth A. McCalister,
deceased, has filed the First and Final Account of the administration of the said decedent's estate in the
(lfficc of the Register of ~~'ills of Cumberland County, Pennsylvania. The said Account and Proposed
Schedule of Distribution will be presented to the Court of Common Pleas of Cumberland County,
Pennsylvania, Orphans' Court Division, of Carlisle, Pennsylvania, in the Courtroom of the Cumberland
Cuunty Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania, on March 4, 2003, at 9:30 a.m., for
confirmation.
Copies of the said Account and Proposed Schedule of Distribution are enclosed herewith.
This Nuticc is sent to you as an intcrest~d part~,~, in accordance with the Rules of Court. Any
exceptions or objections to the said Account or Proposed Schedule of Distribution may be filed prior to,
or at that time and date. by anv Party of Interest.
You arc not required to appear at the audit. However, if you do not appear in person or by
counsel, the Court will assume that you agree with the accounting and the distribution proposed by
the accountants.
Very truly yours,
WEIGLE & ASSOCIA'hES, P.C.
January ~~~~~, X003
By: Kichard L. Webber, Jr., Esquire
Attorney for Executrix
126 East King Street
Shippensburg, PA 17257
(717)532-7388
Exhibit D
WEIGLE & ASSOCIATES. PC. - ATTORNEYS AT LAW - 126 EAST KING ~~TREET - SHIPPENSBURG. PA 17257.1397
STATUS REPORT UNDER RULE 6.12
-- ---
Name of Decedent: ~ c ' l r-l 4-~ ~~, ~ :: ~ `f 1. ~ C ~ ~~ ~ s- e- r 1
Date of Death: `-~J ~~ t- y~--7~ ~ ~ ~~ Z-
Will No.:
.Admin. No.: ~-~ - 7
~~ e--'
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~~ No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes _ No ~(
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 n
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts maybe filed with the Clerk of the. Orphans' Court
and maybe attached to this report. y~,^^
Date: ~t JL--~~ ~,~ -~-- cam"`' `"--~
- Signature
Name
Address ~ ~ _- r_ ._; t.' ~ ~~ L , ~' ~~
Telephone No.
Capacity: Personal Representative
Counsel for personal representative