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HomeMy WebLinkAbout03-1015PETITION FOR PROBATE and GRANT OF LETTERS Estate of also known as CLARENCE S. DEWALT Deceased Social Security No. 204-01-3141 No. oqt- o -tot,..5 To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is(are) 18 years of age or older and the Executrix named in the last will of the above decedent, dated February 21, 2002 and codicil(s) dated (none). Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 1 Ridge Drive, Carlisle, Middlesex Township. Decedent, then 82 years of age, died at Carlisle Regional Medical Center, at Carlisle, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: Middlesex Township, Cumberland County, PA $ unestimated $ $ unestimated WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. ,~.. r----. Donna M. Deatrick 202 West Pine Street Mt. Holly Springs, PA 17065 (717) 486-3263 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) ?e~ore me this _~_~-)_*c~day of k.2 c, zm ,2oo3 · - _ Regter~~~x~ 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 representative of the above decedent, petitioner will well and truly administer the estate accc]rdin t. gJp..law. Sworn to or affirmed and subscribed ~--~g-~.A~ }id. L/~&.~ Donna M. Deatrick Estate of Clarence S. Dewalt, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, ~)~0.x.x~ bo-.rl. 10: o%,905, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated February 21,2002 described therein be admitted to probate and filed of record as the last will of Clarence S. Dewalt and Letters Testamentary are hereby granted to Donna M. Deatrick. Will Book Page FEES Probate, Letters, Etc. $ ~,Q$5 ~ OO Short Certificates(g) $ ~n~. $ Cl ,00 TOTAL $ ~3, Filed ),~ - )0 -..a o,-,35 --' tR-e~i~er of-Will~ 0 ~~h Edward L. Schorpp (17495) ATTORNEY (Sup. Ct. I.D. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, PA 17013 (717) 243-3341 F \FILES\DATAFILE\ESTAT ES\7494-2 petition.Itt his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9898510 No. Local Registrar NOV 2 8 2003 Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ENT Truck Driver ,,LOll Company ~' [] ~ [] ~, 1 Ri~e ~ive ~c,u~t ,?..~.,, PA ~rlisle PA 17013 ~ ,~.c~? C~rland ==~ '~".~ ~ ~rlisle ,L Ethel M. ~. 202 West Pine St., Mt. Holly Sprinqs, Pa ,,~c. 1, 2~3 ~,,~Letort Ce~te~ ~,,, ~rlisle, PA 17013 F:\FILES\DATAFILEkEstale Planning\7494-h will 2 LAST WILL AND TESTAMENT I, CLARENCE S. DEWALT, of Middlesex Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executrix(or) shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. If my granddaughter shall survive me by thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my granddaughter, DONNA M. DEATRICK, absolutely. 3. In the event my said granddaughter, DONNA M. DEATRICK, shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my Trustee, in trust, for the following purposes: a. I direct that my Trustee shall hold, invest and reinvest the same, collect the income arising therefrom, and after paying all expenses incident to the management of the trust, to use and apply as much of the income and principal as may be necessary in the sole discretion of my Trustee, in equal shares, for the support, well-being and education of my great-grandson, ZACHERY LEE MATTESKY. b. I direct that my said great-grandson shall have the right of withdrawal of the principal of said trust in the following manner: One-third (1/3) thereof as he attains the age of twenty-one (21) Page 1 of 4 Pages [Initials] years; one-third (1/3) thereof as he attains the age of twenty-five (25) years; and the remainder as he attains the age of thirty (30) years. c. In the event my said great-grandson shall fail to attain the age for distribution and shall be survived by issue, then the remainder shall be held by my Trustee for said issue and distributed to them equally as each shall attain the age of twenty-five (25) years. d. Prior to the distribution of the principal, my said Trustee shall have the sole discretion to invade the principal of said trust for the support, maintenance and education of such great- grandson or issue of such deceased great-grandson, regardless of age. e. To the extent that the same is permitted by law, none of the beneficiaries hereunder shall have any power to dispose of or to charge by way of anticipation any interest given to such beneficiary; and all sums payable to such beneficiaries hereunder shall be free and clear of the debts, contracts, alienations and anticipations of the beneficiaries, and all liabilities for levies and attachments and proceedings of whatsoever kind, at law or in equity. 4. I nominate, constitute and appoint my granddaughter, DONNA M. DEATRICK, as Executrix of my estate. In the event my said granddaughter shall be unable or unwilling to serve in such capacity, then I appoint LARRY WALKER to act in such capacity. 5. I nominate, constitute and appoint LARRY WALKER as Trustee under the terms of this Last Will and Testament. In the event he shall be unable or unwilling to serve in such capacity, then I appoint the law firm ofMARTSON DEARDORFF WILLIAMS & OTTO, or its successor, to act in such capacity. 6. I direct that neither my Executrix nor my Trustee, or their successors, shall be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 7. I authorize and empower my Executrix and Trustee, or their successors, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized Page 2 of 4 Pages [Initials] or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executrix and Trustee, or their successors, consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executrix, or her successor, shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this t,~/-'~ day of ~----~~~ L.,~ ~-,c '~a.,,d~ (SEAL) Clarence S. Dewalt SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the' said Testator and of each other. Page 3 of 4 Pages COMMONWEALTH OF PENNSYLVANIA ) 'SS. COUNTY OF CUMBERLAND ) We, Clarence S. Dewalt, Edward L. Schorpp, and "~t'l,g ///~r'~£ocOr-} , the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that the Testator has signed willingly, and that the Testator executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Clarence S. Dewalt, Testator Witness Subscribed, sworn to and acknowledged before me by Clarence S. Dewalt, the Testator, and subscribed and swom to before me by Edward L. Schorpp and ;'-'-~/?,~ '~ Ia/-/-'/~q ~t , the witnesses, this ~PSFday of /~-~,-~a~. , -D~o:z r~orary Public NOT~RIAL SEAL M ' · ' um~enane'C°un Page 4 of 4 Pages CLARENCE .S. DEWALT PREPARED BY: MARTSON DEARDORFF WILLIAMS & OTTO MDW&O TNFO~^WIO~4 · ADWCE. ADVOCACY ATTORNEYS & COUNSELLORs5 AT LAW TEN EAST HIgH STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE (717) 243-3341 F:\ FILES\DATA FILE\ESTATES\7494-2.notice.cert CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Clarence S. Dewalt Date of Death: November 26, 2003 File No. 21-03-1015 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 January 2, 2004. Ms. Donna M. Deatrick 202 West Pine Street Mt. Holly Springs, PA 17065 Mr. Larry Walker 310 Church Road Newville, PA 17241 Ms. Kimberly Anderson Guardian of Zachary Lee Mattesky 315 Shed Road Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: January 2, 2004 Signature Name Edward L. Schorpp, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 28060~, HARRISBURG, PA 17128-0601 RECEIVED FROM: SCHORPP EDWARD L 10 EAST HIGH STREET CARLISLE, PA 17013 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003600 ........ fold rEsTATE INFORMATION: SSN: 204-01-3141 FILE NUMBER: 2103- 1015 DECEDENT NAME: DEWALT CLARENCE S DATE OF PAYMENT: 02/25/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 11/26/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $16,000.00 I R~EMARKS· SEAL TOTAL AMOUNT PAID: EDWARD L SCHORPP ESQ CHECK# 117 INITIALS: MW RECEIVED BY: 6,000.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS DEPARTMENT OF REVENUE REV 500 CO""O"WE^'T. OF.E..SY.VA.,A INHERITANCE TAX RETURN F'LE"UMBE" ~.~.~.o~o~ RESIDENT DECEDENT ~ ' ' i COUNTY CODE Y~AR NUMBER DECEDENT;S NAME (~sT. ~1~, AND MIDb~ iNITIAl) ~ ~0ClAL~EC~i~ NuMbER DEWALT, CLA~NCg S. 204-0]-3]4] DATE oF DEATH ~MM-DD:YEAR) DATE 0F BIR~H (MM-De-YEAR) : THiS RETURN MuST BE FILED IN DUPLICATE WITH THE ~ ]/26/2003 09/30/]92] - ~ _ ~ REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( ~ST, FIRST AND MIDDLE iN~Ti~L) s°~i~L sEcuRiTY N~BER~ -- ! [] 1. Original Return ~ ~. S~ppl~mental Reium - [] 3. Remainder Retum ida{e 0fd~ath~rior t~ 1:~-13:82) < (n [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after ~ E ',' 12-12-82) [] 5. Federal Estate Tax Return Required uJ ~j-~~m~ [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 0 8. Total Number of Safe Deposit Boxes of Will) copy of Trust) < [] 9, Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11.Election to tax under Sec. 9113(A) (Attach Sch O) 12-31-91 and 1-1-95) . NAME I COMPLETE MAILING ADDRESS Edward L. Schorpp, Esquire ~IRMN~ME (Ifapblicable) il Ten East High Street Martson Deardorff Williams & Otto ' ' - ~ Carlisle, PA 17013 TELEPHONE NUMBER 717/243-3341 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11 ) (1) 500,000.0[5 (2) None (3) None (4) None (5) 84,579.35 (6) None (7) None (9) 52,594.59 (10) 1,248.16 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x .00 or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 530,736.60 x .045 Copyright 2000 form software only The Lackner Group, Inc. x .12 x .15 20. [] I (8) 584,579.35 (11) 53,842.75 (12) 530,736.60 (13) (14) 530,736.60 (15) (16) 23,883.15 (17) (18) (19) 23,883.15 Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: ISTREET ADDRESS 1 Ridge Drive CITY Carlisle iST^TE PA 'zip 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 16~000.00 842.11 (1) 23,883.15 Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is th~OVERPAYMENT. Check box on Page '1 Line 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE Make Check Payable to: REGISTER OF WILLS, AGENT 16,842.11 (3) 0.00 (4) (5) 7,041.04 (SA) (SB) 7,041.04 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; ............................................................................. N ~ b. retain the right to designate who shall use the property transferred or its income; ................................ c. retain a reversionary interest; or ............................................................................................................ d. receive the promise for life of either payments, benefits or care? ............................ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at h s or her death? ......... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary des gnat 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. Under penalties of perjury. I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete. Declaration preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPON,~,,~ FOR FILING RETURN ADDRESS DATE ~{la M. Deatrick L~d~'o 202 West Pine Street (-.~~~, Mt. Holly Springs, PA 17065 7-/-t~ SIGNATURE OF PERSON RESPONSIgLE FOI~ FILING RETURN ADDRESS ' - DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ' ADDRESS Edward L, DATE Ten East High Street Carlisle, PA 17013 ~ -/ -~2/ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statutedoes not exempta 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 dates of death on or after July 1, 2000: The tax 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 stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.  SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT DEWALT, CLARENCE S. i FILE NUMBER i 21-03-1015 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which propert? would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION Property containing 33.53 acres and being improved with a farm house, barn and other outbuildings situate at 1 Ridge Drive, Middlesex Township, Cumberland County, PA, known as parcel No. 21-08-0573-031, being described in Deed dated February 27,1970, and recorded in Cumberland County, PA, Deed Book "O", Volume 23, Page 64, and being conveyed to Clarence S. Dewalt and Hazel Wentzel Dewalt. Hazel Wentzel Dewalt died 1/9/2002. Value is actual sale price. (see attached settlement statement ) TOTAL (Also enter on Line 1, Recapitulation) VALUE AT DATE OF DEATH 500,000.00 500,000.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY DEWALT, CLARENCE S. FILE NUMBER 21-03-1015 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 3 4 5 6 7 8 9 10 11 12 13 14 DESCRIPTION VALUE AT DATE OF ~ DEATH 1 ~ M&T Bank, checking account # 409642 . 4 7,370.04 M&T Bank, CD # 31003911161229 M&T Bank CD #31002908349482 M&T Bank, CD # 31003911154232 M&T Bank, CD # 31003911161237 M&T Bank, CD # 31003910235827 Ralph L. & Linda K. Deitch, rent 1992 GMC Sonoma pickup truck, appraised value A ,fi, A r~filnrl The Sentinel, refund Kling's Auctions, Inc., net proceeds of sale of household goods and personal property (includes 1979 Pontiac vehicle) State Farm Insurance Company, refund of vehicle insurance State Farm Insurance Company, refund of homeowners insurance Tax proration TOTAL (Also enter on Line 5, Recapitulation) 10,007.68 22,094.29 10,024.07 10,008.74 4,994.37 1,120.00 1,100.00 38.00 50.31 17,014.50 65.27 358.00 334.08 84,579.35 ,~ SCHEDULE H FUNERN.~& COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF ~ ~ DEWALT, CLARENCE S. I FILE NUMBER 21 - 0B- 1015 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. l 2 4 5 DESCRIPTION FUNERAL EXPENSES: Hoffman-Roth Funeral Home, Carlisle, PA Sunnyside Restaurant, Carlisle, PA, funeral reception Rev. Fred Johnson, Rev. Reggie Johnson, ministerial donation Wayne Noss Flowers, Boiling Springs, PA, funeral flowers Carlisle Memorial Service, grave marker I ADMINISTRATIVE COSTS: Personal Representative's Commissions AMOUNT Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attorney's Fees Martson Deardorff Williams & Otto (estimated) Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Cumberland County Register of Wills Zip 7,786.50 250.00 150.00 150.00 606.80 21,000.00 263.00 Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Certified mailing, DPW Cumberland Law Journal, advertising letters testamentary 4.42 75.00 Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 22,308.87 52,594.59 COMMONWEALTH OF PENNSYLVANIA I INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DEWALT, CLARENCE S. i FILE NUMBER 21-03-1015 The Sentinel, advertising letters testamentary 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Cumberland County Recorder of Deeds, copies Register of Wills, filing fee, Inheritance Tax return Amerigas, propane pending disposition of real estate Associated Products, sale expense Christopher Automotive, auto repair pending disposition Comcast, cable service pending disposition of real estate Dauphin Oil, kerosene, pending disposition of real estate Diversified Appraisal Services, appraisal of real estate Old Fashion Heat, Inc., heater repair pending dispostion of real estate Penny G. Davis, 2004 real estate tax PPL, electric service pending disposition of real estate Roto Rooter, plumbing service pending disposition of real estate Sprint, telephone service pending disposition of real estate State Farm Insurance, insurance pending disposition of vehicles State Farm Insurance, homeowners insurance pending disposition of real estate Feed, veterinarian services and supplies, pending disposition of livestock Donna M. Deatrick, reimbursement for sale expenses Donna M. Deatrick, reimbursement for trash removal service County of Cumberland, 1% realty transfer tax Kling's Auctions, Inc., commission on sale of real estate Reserved for miscellaneous filing fees and expenses 102.11 1.50 15.00 93.72 170.87 118.65 177.52 202.21 350.00 68.50 535.56 380.08 175.00 353.30 348.00 462.00 90.00 3,096.00 68.85 5,000.00 10,000.00 500.00 Page 2 of Schedule H  SCHEDULE I I DEBTS OF DECEDENT, MORTGAGE COM"ONW~LTNO~,E,,SY.VANI, [ LIABILITIES. & LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT I DEWALT, CLARENCE S. ~ FILE NUMBER 21 - 03- 1015 Include unreimbursed medical expenses. iTEM i "' NUMBER DESCRIPTION i ~ M&T Bank, outstanding checks account # 409642 on date of death 7 8 9 10 11 12 2 Amerigas, account payable 3 Andorra Radiology, account payable 4 Belevedere Medical Corporation, account payable 5 Brookwood Family Practice, account payable 6 Carlisle Hospital, account payable Central Penn Medical Group Emergency, account payable Comcast, cable service, account payable Lancaster HMA Phys Mgmt Central Penn, account payable Moffit Heart & Vascular Group, account payable PPL, electric service, account payable Sprint, telephone service, account payable TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 28.95 70.00 35.39 5.10 15.27 840.00 28.10 41.92 40.63 29.43 67.97 45.40 1,248.16 REV-1513 EX,+ (9-00) ~ SCHEDULE J COUMONW~ALT. OF PE~.S¥,V^~,A BENEFICIARIE S INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ' ~ ~ ~ DEWALT, CLARENCE S. i FILE NUMBER 21 - 03 - 1015 NUMBER I. 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) Donna M. Deatrick 202 West Pine Street Mt. Holly Springs, PA 17065 RELATIONSHIP TO DECEDENT Do N~t List Trustee(si Granddaughter AMOUNT OR SHARE OF ESTATE All of estate residue II. Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shefft NON-TAXABLE DISTRIBUTIONS: I IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT [BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE settlement Statement B. Type of Loan U.S. Department of Housing and Urban Development 'ir- 1. ~ FHA 2. ~I FmHA 3. [] Conv. Unins. 6. File Number 7. Loan Number IS. Mortgage Insurance Case 4. ~VA 5. ~Conv. Ins. ! Number · C. Note.' This form is furnished to give you a statement of actual senlement cosO. Amounls paid to and by lhe seOlement agent are showa. Items marked '(p.o.c)- were paid outside the closing' they are sh wnher for informational purposes and are not Included In the tolals. , o e D. Name and Address of Borrower E. Name, Address, and Taxpayer identification # of Seller IF. Name and Address of Lender South Middlesex Farms LP Donna M. Deatnck, Executrix N/A One Ridge Drive Estate of Clarence S. DeWalt Carlisle. PA 17013 G. Property Location One Ridge Drive Carlisle, PA 17013 Ten East High Street Carlisle, PA 17013 H. Settlement Agent Name, Address and Taxpayer Identification Number Dale F. Shughart, Jr., Esq.- 35 East High Street, Suite 203 Carlisle, PA 17013 25-180-2515 Place of Settlement 10 East High Street, Carlisle, PA J. Summary of Borrower's Transactions IC Summary of Seller's Transaction 100. Gross Amount Due From Borrower 400. Gross Amount Due To Seller 101. Contract salesprice 500,000.00 401. Contract salesprice I. Settlement Date 6/18/2004 102. Personal ProperS' 103. Settlement charges to borrower (line 1400) 104 105. Adjustments for items paid by seller in advance 106. City/town taxes 06/18/04 to 12/31/04 107. County taxes to 5,788.50 285.50 500,000.00 402. PersonalProperty 403. 404. 405. Adjustments for items paid by seller in advance 406. City/town taxes 06118104 to 12/31t04 407. County taxes to 108. Assessments to 109. School Tax 06/18/04 to 06/30/04 110. Garbage Fee 48.58 408. Assessments to 409. School Tax 06/18/04 to 06/30/04 285.50 410. Garbage Fee 111. 411. 112. 412. 120. Gross Amount Due From Borrower 506,122.58 420. Gross Amount Due To Seller 500,334.08 200. Amounts Paid By Or in Behalf Of Borrower 500. Reductions in Amount Due To Seller 201. Deposits or earnest money 50,000.00 501. Exeess deposit (see instructions) 50,000.00 202. Principal amount of new loan(s) 502. Settlement charges to seller (line 1400) 5,000.00 203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to 204. 504. Payoff of first mortgage loan 205. __ 505. Payoffofsecond mortgage loan 206. 506. 207. 507. 208 508. 209. 509. Adjustments for items unpaid by seller Adjustments for items unpaid by seller 210. City/toxvntaxes to 510. City/towntaxes to 21 l. County taxes to County taxes to 212. Assessments to Assessments to 48.58~ 213. School Tax 214 215. 216. 217. 218. 219 220. Total Paid By/For Borrower 300. Cash At Settlement From/To Borrower 50,000.00 School Tax to 511. 512. 513. 514. 515. 516. 517. 518. 519. 520. 600. 601. 602. 6~. Total Reduction Amount Due Seller 55,000.00 Cash At Settlement To/From Seller ~ 301. Gross Amount due from borrower (line 120) 506,122.58 Gross Amount due to seller (line 420) 500,334.08 302. Less amounts paid by/for borrower (line 220) ( 50,000.00 Less reductions in amt. due seller (line 520) ( 55,000.00} 303. Cash ~ From ~ To Borrower $456,122.58 Cash [] To I~ FrOmSeller S445,334.08 I have carefully reviewed the HUT)- 1 Settlement Statement and to the best of my knowledge and belief, it is a tree and accurate sta ement of all receip~ and disbursements made on my account or by me in this tr~saction 1 further certify ~at I have received a completed copy of pages I and 2 of this l-IUD-1,St~'fl~ment Statement i B;rr~o-w--er HairD, L.~R~mage '~ SETTLEMENT AGENT CERTIFICATION c aTnues eHdLtl~fuSned~om~ne ~'Cst~ ~ sn}~t~ tm~eohr dI a~ ~,~t cam e~ ................ .t~ fins transactaon. I ~ave ...... ~S~ttlemcnt-A~-fif' ~t / "/' Da(e - WAR~ING It is a crime to kngWm ly m~e fats9 statements to the Urated States on this ot any other saOflar form sPee cn~ne~ ~>~ ....... t~ ...... lucca fine and ~mp .......For dora/Is see: Title 18 U S C6de sectmn I001 and Seller's Signature HUD- 1 3r91 Seller Seller's Taxpayer Identification Number Solicitation and Certification ~ou are .required by law to provide tile Settlement A ent named above with yotrr correct taxpayer ifinnffilca~on number. If you do.not proyide the Seffieme~ Agent with yo~ correct taxpayer idenhficat~on number, you ma~ be subject to e~v~l or criminal penalties tmposed b law Under enalties ot parjuD' I corel that the number shown on tlus statement is my correct taxpayer iden~fication number ' fY Date RESPA, HB 4305.2 L. Settlement Charges 700. Total Sales/Broker's Commission based on $ ~ %= Division 'of Commission (line 700) as follows: 701.. S to 702. $ to 703. Commission paid at Settlement 704. 800. Items Payable in Connection With Loan 801. Loan Origination Fee % 802 Loan Discount % 803. Appraisal Fee to 804. Credit Report to 805. Lender's Inspection Fee to 806. Mortgage Insurance Application Fee to 807. Assumption Fee 808. Flood Certification Fee to: 809. 810. 811. 900. Items Required By Lender To Be Paid In Advance 90l. Interest from to ~ $ /day 902. Mortgage Insurance Premium for months to 903 Hazard Insurance Premium for years to 904. 905. 1000. Reserves Deposited With Lender 1001. Hazard Insurance a ~ per Page 2 ~o.wecs I Seller'~ ,F~.nds at I Funds at §etll .....tt 8,ttlcme~nt 1002. Mortgage Insurance a @ per -- 1003. CiD.propertytaxes $ @ $ per 1004. County property taxes s ~ $ per 1005. Annual assessments s@ $ per 1006. School Taxes s ~ $ per 1007. 1008. Aggregate Reserve Adjustment Il00. Title Charges s@ $ per l l 01. Settlement or closing fee to 1102. Abstract or title search to ] 1103. Title examination to 1104. Title insurance binder to / 1105. Document preparation to 1106. Nota~'s fees to 1107. Attorney's fees to Dale F. Shughart, Jr. 750.00 (includes above items numbers: 1101,1102,1103,1105 ) 1108. Title insurance to (includes above items numbers: ) 1109. Lender's coverage $ I 110. Owner's coverage $ 1111. 1112. 1113. 1200. Government Recording and Transfer Charges 1201. Recording ~es: Deed $ 38.50;Mortgage $ ;Releases $ -- 1202. City/county tax/stamps: Deed $ 5,000.00 ; Mortgage $ 38.50 l 0.00 5,000.00 0.00 1203. State tax/stamps: Deed $ 5,000.00 ; Mortgage $ ~,000.06- 1204. 1205. 1300. Additional Settlement Charges 1301. Survey to: 1302. Pe~ Inspe~ion to: 1303. 1304. 1305. 1306. 1307 1308. 1309. 1400. Total Settlement Charl~es (enter on lines 103, Section J and 502, Section Ix') 5,788.50 5,000.00 Initial Escrow Account Statement Required by Section 10 (c) (I) of the Real Estate Settlement Procedures Act (RESPA) If checked, ~ the terms of your loan i;equire you to have an escrow account to assure that the certain obligations relating to the mortgaged property, such as taxes, insurance premiums and other charges are paid. The amount specified below will be collected, along with your mortgage principal and interest payments, during the first 12 months after your account is opened to pay these anticipated expenses: ~ Account Beginning Date: Your escrow account payment will be $ per Payee Purpose Anticipated Due Date Estimated Amount HUD - 1 3/91 RESPA, HB 4305.2 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 MDW&O Attorneys At Law 10 East High Street Carlisle, PA 17013 Phone (302) 934-2909 F ax (302) 934-2955 January 9, 2004 Re: Estate of Clarence S Dewalt Social Security: 204-01-3141 Date of Death: November 26, 2003 Dear Sir or Madam: Per your inquiry dated October 14, 2003, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type of Account Account Number Ownership (Names oJ) Opening Date Balance on Date of Death Accrued Interest Total Certificate of Deposit 31003908349482 Clarence S Dewalt 12/15/00 $22,000. O0 $ 94.29 $22,094.29 Type of Account Account Number Ownership (Names o.[) Opening Date Balance on Date of Death Accrued Interest Total Certificate of Deposit 31003910235827 Clarence S Dewalt 02/I 6/99 $4,993.61 $ .76 $4,994.37 Type of Account Account Number Ownership (Names oJ) Opening Date Balance on Date of Death Accrued Interest Total Type of Account Account Number Ownership (Names oJ) Opening Date Balance on Date of Death Accrued Interest Total Type of Account ,4ccount Number Ownership (Names Opening Date Balance on Date of Death Accrued Interest Total Type of ,qccount Account Number Ownership (Names oJ) Opening Date Balance on Date of Death /1 ccrued Interest Certificate of Deposit 31003911154232 Clarence S Dewalt 03/08/90 $10,000.00 $ 24.07 $1 O, 024. 07 Certificate of Deposit 31003911161229 Clarence S Dewalt 08/27/9 I $I0,000.00 $ 7.68 $10,007.68 Certificate of Deposit 31003911161237 Clarence S Dewalt 08/27/91 $10,000.00 $ 8.74 $1 O, 008. 74 Checking Account 409642 Clarence S Dewalt Hazel W Dewalt 09/01/67 $7,369.61 $ .43 $7,370.04 Type of Account Box Number/Location Ownership (Names oJ) OpeningDa~ Safe Deposit Box 175~High Street-Carlisle Clarence S Dewalt Hazel WDewalt 02/07/92 For further account information, closnres and/or reimbnrsemeot of funtls please call the High Street-Carlisle Office at #717-240-4536. Please be advised, there was no safe deposit box found for the above decedent. Sincerely, Records Management F:\FiLES\DA TA FILE~Est ate Planning\?494~h.will.2 LAST WILL AND TESTAMENT I, CLARENCE S. DEWALTi of Middlesex Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executrix(or) shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of inSurance or other property not passing under this Will. 2. If my granddaughter shall survive me by thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my granddaughter, DONNA M. DEATRICK, absolutely. 3. In the event my said granddaughter, DONNA M. DEATRICK, shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my Trustee, in trust, for the following purposes: a. I direct that my Trustee shall hold, invest and reinvest the same, collect the income arising therefrom, and after paying all expenses incident to the management of the trust, to use and apply as much of the income and principal as may be necessary in the sole discretion of my Trustee, in equal shares, for the support, well-being and education of my great-grandson, ZACHERY LEE MATTESKY. b. I direct that my said great-grandson shall have the right of withdrawal of the principal of said trust in the following manner: One-third (1/3) thereof as he attains the age of twenty-one (21 ) Page 1 of 4 Pages [Initials] years; one-third (1/3) thereof as he attains the age of twenty-five (25) years; and the remainder as he attains the age of thirty (30) years. c. In the event my said great-grandson shall fail to attain the age for distribution and shall be survived by issue, then the remainder shall be held by my Trustee for said issue and distributed to them equally as each shall attain the age of twenty-five (25) years. d. Prior to the distribution of the principal, my said Trustee shall have the sole discretion to invade the principal of said trust for the support, maintenance and education of such great- grandson or issue of such deceased great-grandson, regardless of age. e. To the extent that the same is permitted by law, none of the beneficiaries hereunder shall have any power to dispose of or to charge by way of anticipation any interest given to such beneficiary; and all sums payable to such beneficiaries hereunder shall be free and clear of the debts, contracts, alienations and anticipations of the beneficiaries, and all liabilities for levies and attachments and proceedings of whatsoever kind, at law or in equity. 4. I nominate, constitute and appoint my granddaughter, DONNA M. DEATRICK, as Executrix of my estate. In the event my said granddaughter shall be unable or unwilling to serve in such capacity, then I appoint LARRY WALKER to act in such capacity. 5. I nominate, constitute and appoint LARRY WALKER as Trustee under the terms of this Last Will and Testament. In the event he shall be unable or unwilling to serve in such capacity, then I appoint the law firm ofMARTSON DEARDORFF WILLIAMS & OTTO, or its successor, to act in such capacity. 6. I direct that neither my Executrix nor my Trustee, or their successors, shall be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 7. I authorize and empower my Executrix and Trustee, or their successors, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized Page 2 of 4 Pages [Initials] or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executrix and Trustee, or their successors, consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executrix, or her successor, shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this t,~?--'/-~ day of Clarence S. Dewalt SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. Page 3 of 4 Pages COMMONWEALTH OF PENNSYLVANIA ) 'SS. COUNTY OF CUMBERLAND ) We, Clarence S. Dewalt, Edward L. Schorpp, and "7'~g J~rq"[SO~') , the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that the Testator has signed willingly, and that the Testator executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Clarence S. Dewalt, Testator Witness Subscribed, sworn to and acknowledged before me by Clarence S. Dewalt, the Testator, and subscribed and swom to before me by Edward L. Schorppand :."-"~/?~: -~7 [arr-/.~qz~-~i , the witnesses, this ~PS~ay of /k_~/~,.~:~_~ , No~'t;ary Public "-"' ' I NOTARIAL SEAL C~O ,R~. !NE~ L. MY_ERS, Notary uanfs~e uoro, CumberlandCounly L...~Commission Expires MaX 27, 2003 Page 4 of 4 Pages COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004107 SCHORPP EDWARD L 10 EAST HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 204-01-3141 FILE NUMBER: 2103- 1015 DECEDENT NAME: DEWALT CLARENCE S DATE OF PAYMENT: 07/01/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/26/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $7,041.04 REMARKS: TOTAL AMOUNT PAID: $7,041.04 SEAL CHECK# 1 37 INITIALS: AC RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS F \FILES\DATAF1LE\ESTATES\7494-2 account formal IN RE: ESTATE OF CLARENCE S. DEWALT, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2003-1015 FIRST AND FINAL ACCOUNT OF DONNA M. DEATRICK, EXECUTRIX OF THE ESTATE OF CLARENCE S. DEWALT, LATE OF MIDDLESEX TOWNSHIP, CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA Date of Death: Letters Testamentary Granted: Letters Advertised: Sentinel - Cumberland Law Journal - Account Stated to November 26, 2003 December 10, 2003 December 30, 2003, January 6 & 13, 2004 December 26, 2003, January 2 & 9, 2004 September 1, 2004 [The account also indicates the proposed distribution of the estate.1 SUMMARY PRINCIPAL Receipts Less Disbursements Balance Before Distributions Distributions to Beneficiaries Principal Balance Remaining INCOME Receipts Less Disbursements Income Balance Remaining COMBINED BALANCE REMAINING 584,875.11 -63,009.08 521,866.03 -496,100.00 268.34 0.00 $ 25,766.03 268.34 26,034.37 PRINCIPAL 'RECEIPTS Real Estate located at One Ridge Drive, Middlesex Township, Cumberland County, PA M&T Bank checking account # 409642 M&T Bank CD # 31003911161229 M&T Bank CD #310039082349482 M&T Bank CD #31003911154232 M&T Bank CD #31003911161237 M&T Bank CD #31003910235827 Ralph L. and Linda K. Deitch, rent 1992 GMC Sonama pickup truck, appraised value The Sentinel, refund Kling's Auction Service, sale of personal property and household goods State Farm Insurance, refund of vehicle insurance State Farm Insurance, refund of homeowners insurance Tax Proration Comcast, refund AAA, refund Sprint, refund TOTAL PRINCIPAL DISBURSEMENTS 500,000.00 7,370.04 10,007.68 22,094.29 10,024.07 10,008.74 4,994.37 1,360.00 1,100.00 50.31 17,014.50 65.27 357.13 334.08 40.35 38.00 16.28 584,875.11 12/10/03 12/16/03 various various 12/18/03 various various Donna M. Deatrick, reimbursement for insurance Hoffman-Roth Funeral Home PPL, electric service pending sale of real estate Comcast, cable service pending sale of real estate Lancaster HMA, medical expense Amerigas, propane pending sale of real estate Sprint, phone service pending sale of real estate 348.00 7,586.50 448.05 259.79 40.63 163.72 398.70 -2- 12/26/03 12/30/03 01/06/04 01/07/04 01/21/04 01/21/04 02/09/04 02/09/04 02/23/04 02/25/04 03/16/04 03/16/04 03/16/04 03/19/04 04/13/04 04/30/04 05/15/04 various 06/09/04 06/18/04 07/01/04 07/06/04 07/06/04 reserved Carlisle Hospital, medical expense Hoffman-Roth Funeral Home, funeral expense Roto-rooter, house repairs Dauphin Oil, kerosene Brookwood Family Practice, medical expense Moffit Heart & Vascular, medical expense Central Penn Medical Group Emergency, medical expense Diversified Appraisal Services State Farm Insurance, homeowners insurance Register of Wills, Agent, Inheritance Tax payment Carlisle Memorial Service, grave marker Belvedere Medical Center, medical expense Penny G. Davis, 2004 real estate taxes Old Fashioned Heat, Inc. heater repair pending sale of real estate Associated Products, sale expense Christopher Automotive, vehicle repair pending sale Kling's Auction Services, Inc., real estate commission Donna M. Deatrick, reimbursement of sale expenses Andorra Radiology, medical expense County of Cumberland, 1% realty transfer tax Register of Wills, Agent, balance of Inheritance Tax Martson Deardorff Williams & Otto, partial attorneys' fees Martson Deardorff Williams & Otto, disbursements to date Register of Wills, probate fee 263.00 Recorder of Deeds, copies 1.50 Certified mailing, DPW 4.42 Cumberland Law Journal, advertising letters 75.00 The Sentinel, advertising letters 102.11 Register of Wills, filing fee, Inheritance Tax 15.00 Martson Deardorff Williams & Otto, balance of attorneys' fees -3- 840.00 200.00 175.00 202.21 15.27 29.43 28.40 350.00 462.00 16,000.00 606.80 5.10 535.65 68.50 170.87 118.65 10,000.00 3,164.85 35.39 5,000.00 7,041.04 5,353.50 461.03 2,500.00 reserved TOTAL Martson Deardorff Williams & Otto, filing fees and miscellaneous expenses PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES Donna M. Deatrick, partial distribution, cash Donna M. Deatrick, 1992 Sonoma pickup track, appraised value TOTAL INCOME RECEIPTS M&T Bank, checking account 409642, interest through closing M&T Bank, CD #31003911161229, interest through closing M&T Bank CD #31003908349482, interest through closing M&T Bank, CD #31003911154232, interest through closing M&T Bank, CD #31003911161237, interest through closing M&T Bank, CD #31003910215827, interest through closing M&T Bank, estate checking account, interest through 8/10/04 TOTAL INCOME DISBURSEMENTS None TOTAL INCOME DISTRIBUTIONS TO BENEFICIARIES $ $ None TOTAL $ $ 400.00 63,009.08 495,000.00 1,100.00 496,100.00 0.86 61.66 168.72 5.01 5.00 1.54 25.55 268.34 0.00 0.00 0.00 0.00 -4- COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) Donna M. Deatrick, being duly swom according to law, deposes and says: That she is the Executrix of the Estate of Clarence S. DeWalt, deceased; that she has fully and faithfully discharged the duties of her 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 her 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 occurred more than four (4) months before the filing of the Account. Donna M. Deatrick, Executrix Sworn.and subscribe, d tc~ before me this 7//``. day of Not~ Public NOTARIAL S~k - WgORIA L. 0~0, NOTA~ ~BLIC CARLISLE BORO., CUMBERLAND COU~I -5- SCHEDULE OF PROPOSED DISTRIBUTION Donna M. Deatrick, Executrix of the Last Will and Testament of Clarence S. DeWalt, deceased, proposes to distribute the balance in her hands, to wit: $26,034.37, 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: Donna M. Deatrick, per Item 2 of said Will: Cash Total TOTAL BALANCE FOR DISTRIBUTION $ 26,034.37 $ 26,034.37 $ 26,O34.37 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the Last Will and Testament of Clamece S. DeWalt. Donna M. Deatrick, Executrix Sworn andr~ubj~cribe)cl to before me this fCA,. day of ..,~-~ ~ , ~--~'. Notary Public NOTARIAL SEAL VICTORIA L OTTO, NOTARY PUBUC CgRLISL[ BO~O, CUMBERLAND COUN~ ~t0~ EXPIRES DEC. 2, 2006~ -6- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANI ORPHANS' COURT DIVISION NO. 2003-1015 IN RE: CLARENCE S. DEWALT DECEASED FIRST AND FINAL ACCOUNT AND SCHEDULE OF PROPOSED DISTRIBUTIO1 O.~F DONNA M. DEATRICK, EXECUTORIX absolutely and distribution decreed in accordance with proposed achl(I- MDW&0 (~ARIISIF, PFNNSYIVANIA 17013 '1'~1 ~r'HON~ (717) 243 3341 for con~'matio~ and of the le~ ~ to file writter' obiection6 to satd Nxxx~, he~ bee~ given to ev~y unp~d claimant and to ~.~'~'¥ other persor know~ to the aoo(xmtan~ to have o~ claim an interest i~ the estate as creditor, benef~ary, heir o~ next of kin. ~.*~sd with the notice, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX EDWARD L SCHORPP ESQ MARTSON ETAL 10 E HIGH ST CARLISLE PA 17013 DATE 08-23-200q ESTATE OF DEWALT DATE OF DEATH 11-26-2003 FILE NUMBER 21 03-1015 COUNTY CUMBERLAND ACN 101 I Amount Remitted RE¥-IGgi7 EX AFP CLARENCE S HAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS ~ CUMBERLAND CO COURT HOUSE ~.- ~ ";~ CARLISLE, PA 17013 UT ALONG~/S L~I~E RETAIN LOWER PORTION FOR YOUR RECORDS ~ ........ ~..- ............ -__.. ............................................ ~ V-1547 E~X:r~AFP (T~-o3)~TZCE OF INHERITANCE TAX APPRAISEMENT, ~,[,L'OWA-N-I~: OR 0 :DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OFi;.DEWALTN CLARENCE S FILE NO. Z1 03-1015 !,,~: ..;~ =~: T,~ RETURN HAS: ( X ) ACCEPTED AS FILED RESERVATZ~ONCg~ZNGi~?URE INTEREST - SEE REVERSF APPRAZSEI~EV~LUE O~RET~BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Pertnershlp Interest (Schedule C) ($) ~. Mortgages/Notes Receivable (Schedule D) (~) $. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. JointZy O~ned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expansas/Adm. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 13. 1~. ACN 101 DATE 08-23-200~ ( ) CHANGED NOTE: 500~000.00 .00 .00 .00 8q~579.35 .00 .00 (B) 52,59q.59 1,2q8.16 (11) (12) Charitable/Governmental Bequests; Non-elected 911~ Trusts (Schedule J) (13) Nat Value of Estate Subject to Tax (1~) ASSESSMENT OF TAX: 1.6. Amount of L/ne 1~ at Spousal rate 16. Amount of L/ne 1¢ taxable at Lineal/Class A rata 17. Amount of Line lq. at Slbllng rata 18. Amount of Line 1~ taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDZTS: PAYMENT RECETpT DISCOUNT (+J DATE NUMBER INTEREST/PEN PAID (-) 02-25-200q CD003600 07-01-200q NOTE: To insure proper credit to your account, submit ~he upper port/on of this fore w/th your tax payment. 58q,579.35 53.8q2.75 530,736.60 .00 530,736.60 Zf an assessment was issued previously, 11nas 14, 15 and/or 16, 17, 18 and 19 w111 re~lect ~igures that include the totaZ o~ ALL returns assessed to date. (15) . O0 x (16) 530,736.60 X O0 = .00 Oq5: 23,883.15 12 : .00 15 = .00 (19)= 23,883.15 CDOOql07 8q2.11 .00 (17) . O0 X (18) .00 X AMOUNT PAID IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 16,000.00 7,0ql.0q TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 23,883.15 .00 .00 .00 ( IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Zl~O of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, ahich ams nat 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 Nills, any of the 23 Revenue District Offices, or by calling the special Z~-hour answering service for fores ordering: 1-800-$6Z-ZOSO; services for taxpayers with special hearing and / or speaking needs: 1-800-~7-30Z0 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disalloaance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object eithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZSlOZ1, Harrisburg, PA 171ZS-lOZ1, OR --election to have the matter determined at.audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: 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-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed an 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. This non-participation penalty is appealable in the s-aaa 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. Xntarast is charged beginning aith first day of delinquency, or nine [9) months and one (1) day frae the date of death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (BI) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January l, 1982 will bear interest at a rate which will vary from calendar year to calendar year mith that rate announced by the PA Department of Revenue. The applicable interest rates far 198Z through ZO0~ ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor. ~ ZOZ .0005~8 ~)'~'8-1991 1XZ .000501 ~ 9Z .000247 1983 16Z .000~38 1992 92 .0002~7 200Z 62 .00016~ 198~ llZ .O0030X 1993-199~ 7Z .O0019Z 2003 5Z .000137 1985 13Z .000356 1995-1998 92 .000217 ZOOi IZ .000110 1986 102 .O0027~ 1999 7Z .O0019Z 1987 lOX .OOOZ7q ZOO0 72 .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY 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, zf payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. Name of Decedent: Date of Death: File No.: Social Security No.: (For Resident Decedents Dying After July 1, 1992) CLARENCE S. DEWALT November 26, 2003 REGISTER OF WILLS OF CUMBERLAND COUNTY vo STATUS REPORT UNDER RULE 6.12 ~ - cD c~ rD 21-03-1015 204-01-3141 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: 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 the following: Did the personal representative file a final account with the Court? Yes X No bo The separate Orphans' Court No. (if any)for the personal representative's account is: Did the personal representative state an account informally to the parties in interest? Yes x No Date: d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and mqy be attached to this report. D ecemb er 21, 2004 S ignat u~_~~,..~ Name: Edward L. Schorpp, Esquire Address: MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Counsel for personal representative F \FILES\DATAFILE\ESTATES\7494 2srep Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 SCHORPP EDWARD L 10 EAST HIGH STREET CARLISLE, PA 17013 RE: Estate of DEWALT CLARENCE S File Number: 2003-01015 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/26/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, b~~~ GLENDA FA~~ER STPASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge l.-\.y Cumberland County - Register Of Wills One Courthouse Square Carli~le, PA 17013 phone: (71 7) 240 - 6345 Date: 10/11/2005 DEATRICK DONNA M 202 WEST PINE STREET MT HOLLY SPRINGS, PA 17065 RE: Estate of DEWALT CLARENCE S File Number: 2003-01015 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/26/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~L~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge {~ \.- '"