HomeMy WebLinkAbout01-1014
Register of Wills of CUMBERLAND County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of ANNE E. OLMSTEAD
also known as
No. 2101-
~/-tJl-IOJt/
, Deceased
Social Security No. 197 -40 - 5796
MARJORIE FIDDLER
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
[!] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r ix named in the last Will of
the Decedent, dated 03/02/2001 and codicil(s) dated / /
NONE
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
NONE
D B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in CUMBERLAND
County, Pennsylvania with his/her last family
or principal residence at 47 "E" STREET, BOROUGH OF CARLISLE
(list street, number, and municipality)
Decedent, then ~years of age, died 10/27/2001 at BOROUGH OF CARLISLE, PA
(Location)
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
300,000.00
$
$
$
$
80,000.00
situated as follows:
47 "E" STREET, CARLISLE, PA 17013
MARJORIE FIDDLER
2519 NW 192nd PLACE, SHORELINE, WA 98177
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
/7-/9-~
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed L ~~ ft . f~
~R~~E-;;-DDLER
before me this 2nd day of
November
.~
' A.(. )
r the Registet ~ " I,
C. Lewis
/
No. ~ 21-2001-1014
Estate of ANNE E. OLMSTEAD Deceased
Social Security No: 197-40-5796 Date of Death: 10/27/2001
AND NOW,
Novenber 5th
, 2001 , in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary D Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
MARJORIE FIDDLER
in the above estate and that the instrument(s) dated
03/02/2001
/ /
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters. . . . . . . $
305.00
12.00
~~L'~~~M/ J~)t~
. Re~ ter of Wills Mary C. Lewi i
/ (
I
Short Certificate(s). .4. $
Renunciation.
$
Attorney:
ROGER M. MORGENTHAL, ESQUIRE
Affidavits (
$
1.0. No:
17143
SALZMANN, DePAULIS, FISHMAN & M
95 ALEXANDER SPRING ROAD
SUITE 3
CARLISLE, PA 17013
Extra Pages ( 6) .
$
18.00
Address:
Codicil. .
$
JCP Fee.
$
5.00
Telephone:
717/249-6333
Inventory.
$
Other . .
$
TOT AL.
$
340.00
Form RW-1 (1991)
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc.
CALL ATTORNEY
05.805 REV 9/86
This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
'21'_ \\. ~"H&.-t-~~..~
Local Registrar
Fee for this certificate, $2.00
p
7714341
OCT 3 0 2001
Date
21-2001-1014
Hl05. 143 A... 2117
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH · VITAL RECOROS
CERTIFICATE OF DEATH
INT
UNOEA 1 YEAR
-- 0..,.
UNDER 1 OIlY
-- i .........
SEX
..FEMALE
STATE F'lE ~III
SOCIAl. SECURITY NUlolaEA
3. 197 - 40
DA1E&TOS,",'ri :2'0 0 1
4.
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NAMEOFOE.aO&NTIF-.,..~.t.._. --.------...
1. ANNE ELIZABETH OLMSTEAD
IIlATHI'I.ACi ICoIy and
C.ee.tf~tamtcm-n 0
='Y,O
.~i
CUMBERLAND
RACe.A__n._, _... "'"
(SQecIy)
IlL
Ie.
10.
WHITE
SUA\/1VING SPOUSE
IK_,QNe__'
DECEIlE""S USUAl OCCVNflON
C&~~k!~T
n.. 11..
OICEIlENT'S loWlWG ADOAESS(Slr_.Cqibon. S1a.l"~COllel
47 "E" ST.
INSURANCE CO.
v..S DECEDeNT EIltA IN
U.S. AR..eD FORCES?
.... 0 No 00
12.
13.
Pe.nn.6l/.evan..i.a
MAAlTAl. STATUS._
Ne_....._. _.
0Nllt<:ecI ~
14. NEVER MARRIED
,.. CARLISLE PA 77013
M'HEJf$NAME \f'ir1l.~. I.atIl
IL EDWIN H. OLMSTEAD
-ErXJltrH~''O'[MSTE AD
ueTHOO OF DISPOSITION
O .... 0 Cr_ ~ ,.......... - SI... 0
~ 0... \SIlClIy\
. ,
SIGNRU
DECEIlENT'S
ACTUAL
RESlCENCE
(See .".."",,""'"
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INf'1mT's.;'OW~k~'Slrtfk~'~~rnLE, P A 17073
2OIt.
PlACE OF DISPOSITION.""'" OlC-.r,. CrOOMlOty L()C.IItIOH. c~. 51... ZiI> Co<>>
0< 01_ Place
21c. HOLLINGER CREMATORY Nl. HOLLY SPRINGS, PA. 17065
~~~gvCREMATORY INCMT.HOLLYSPRINGS,PA170
221:.
LICENSE NU"BER ORE SIGNED
.R . 1135'(5- L ~o.y._l
v..s CASE REFERRED 10:0 eXAMINEAiCORONE:R1 No;('
PART": Ol/ler~_tllll'lIribuIiroglO_'h.Oul
nor resuIin9 in IIMI ~--1JMn in ~..
I :.
d.
WERE AUTOPSY l'NlINGS
-ueu: PAIOA 10
COMPlEl1OH OF CAUSE
OF I)ER)f?
MANNER OF DEATH
DATE OF INJURY
(MMIh. o.y. -"'1
TI..e OF INJURY
INJURY I(f WORK?
DESCRIBE HON INJURY OCCURRED.
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buiIclinQ. Olc. 1Sl>ec.M
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o ",,0
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P.ndin9I.....,lgarlOn
Could not be dolonnltled
... :JOe.
O.DICAI.. EXAMINER/COftONER
On _ _ oI..iIlIIi,,~1oft _or Investigation. In my opi"ion. death occurred O'lhe lime. dal., and ploce. 0"" due to the cause(s) .""
lIIaft"" .. Itated.. . . . . . . . . . . . . ~ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ......................................
310.
REGISTRAA'S SIGNATURE AND
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ocurT_ ,....,SlCIAN {Ph,...." corllyong ause r:J """'" ....... """""" JlI'v1<"'" n.. prcnoul'lCed de.'" ana comlJleled .em 231
To _ _ of...., ~............ de_ OCC_ _..... c:OUM(s,_ m..."", .. sl.led. . . . , , . . . . . . . . , . . . . . .
a.
OI'l'lONOUNClHG AND CEATII'YING I'ttYStclAH (Pl\ygc,"" ""'~ :'''''''''''''''''9 ""..." anc:l <""dY"'91O <au... 01 "".11>'
To.... bNt of "'y knowledgft. de.1I't occ"'.... a'''' GIne. ctat.. ~ place. attct du. to lhe cau"(I) anGI mann.' _I I..ted.
~ .
1Last Will anb ~e5tament
J l~()I- /0 I t-j
OF
ANNE E. OLMSTEAD
I, ANNE E. OLMSTEAD, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form
following:
1. I hereby expressly revoke all Wills and Codicils heretofore made by me.
2. I hereby direct my Executrix to pay all my just debts, funeral and administrative
expenses out of my estate, as soon as practicable after my death. Should I decide to pay in
advance for my funeral arrangements and marker, that information will be available to my
personal representative by its being kept with this Will.
3. I direct that all taxes which may be assessed in consequence of my death of
whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of
the administration of my estate.
4. I give and bequeath such of my personal property as may be listed on an unsigned
memorandum kept with my Will to the persons named thereon. In the event that no such
memorandum is found with my Will, it shall be conclusively presumed that none was prepared,
and all of my personal property shall be considered a part of the remainder of my estate.
5. I give, devise and bequeath the remainder of my estate, real, personal and mixed,
whatsoever and wheresoever situate, as follows:
1
,. .
A. One-sixth (1/6) thereof to the BOSLER FREE LIBRARY, of Carlisle,
Pennsylvania, for its general uses and purposes.
B. One-sixth (1/6) thereof to ALLISON UNITED METHODIST
CHURCH, of Carlisle, Pennsylvania, to be added to the pastor's
discretionary fund for people in need.
C. One-sixth (1/6) thereof to CARLETON COLLEGE, of North field,
Minnesota, to be added to its permanent endowment fund; and
D. The remaining one-half (1/2) thereof to my nephew, DANIEL A.
PENSAK, of Shoreline, Washington. Should my nephew, DANIEL A.
PENSAK, fail to survive my death, his share shall be distributed in equal
shares to BOSLER FREE LIBRARY, ALLISON UNITED
METHODIST CHURCH and CARLETON COLLEGE for their same
uses and purposes as set forth in subparagraphs A, B and C above.
6. I nominate and appoint my sister MARJORIE FIDDLER as the Executrix of
this my Last Will and Testament; and should she for any reason fail to qualify or cease to serve
in that capacity, I nominate and appoint my sister JUDITH OLMSTEAD to serve as substitute
Executrix. I further provide that my personal representative shall not be required to file any
bond or other security in any jurisdiction to secure the faithful performance of her duties nor be
required to obtain any order or approval of any Court for the exercise of any power or discretion
set forth in this Will. My Executrix shall be compensated with a commission equal to five
percent (5%) of the gross estate as determined for inheritance tax purposes; and in addition, she
2
I .
shall be reimbursed fully for any travel expenses, lodging or other expenses incurred on behalf of
my estate.
7. I request that my Executor make suitable arrangements for the care and well-
being of any pet(s) that I may have at the time of my death, either through an appropriate shelter
or with a private person. Should such a placement not be found after a reasonable time, or
should the pet(s) fail to thrive in my absence, the pet(s) shall be mercifully euthanized by a
veterinarian. My Executrix is hereby authorized to expend reasonable funds for the above
purposes, including paying a reasonable allowance to allay expenses of care to whoever serves as
a caretaker for said pete s).
8. All income or principal held for the use and benefit of the beneficiaries of this
Estate shall not be in any way or manner subject to anticipation, assignment, pledge, sale or
transfer, nor shall any such interest, while in the possession of my Executrix, be liable for or
subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to
attachments, executions or sequestrations under process of law.
9. If any beneficiary of the Estate shall, in the sole opinion of my Executrix, be or
become mentally or physically incapacitated, by reason of illness, accident, minority or other
circumstance, my Executors may apply either income or principal for the support and welfare of
such beneficiary directly or to the person who has the care and control of such beneficiary,
without the intervention of any Guardian and without obligation to supervise application of said
amounts in any way.
10. In addition to the powers conferred by case law, by statute and by other
provisions of this Last Will and Testament, my personal representative and any successors in that
3
J .
. .
capacity shall have the following discretionary powers applicable to all real and personal
property held by her, which powers shall be effective without Order of any Court and which
shall exist and continue until the time of actual distribution:
A. To retain any property of any nature received by her for whatever period she shall
deem advisable.
B. To invest and reinvest all or any part of the assets of my Estate without regard to
statutes limiting the property which a fiduciary may purchase;
C. To sell, transfer, exchange or otherwise dispose of, any part of the assets of my
Estate, for cash or on terms, publicly or privately, or to lease, without liability on the purchasers
to see to the application of the proceeds, and to give options for these purchases without the
obligation to repudiate them in favor of a higher offer;
D. To execute and deliver any deeds, leases, assignments or other instruments as
may be necessary to carry out the provisions of this Will;
E. To borrow money, if necessary to facilitate the administration and closing of my
Estate, including the right to borrow money from any bank, and to mortgage or pledge any asset
of the estate as security;
F. To loan to, and to purchase assets from, my estate, even if she is also acting as
Executrix thereof.
G. To assume continuance of the status of any beneficiary with regard to death,
4
"
J .
marriage, divorce, illness, incapacity and similar incidents or matters in the absence of
information deemed reliable without liability for disbursements made on such assumption;
H. To make any distribution hereunder either in kind or in money, or partially in kind
and partially in money, considering of course the reasonable wishes of the beneficiary.
Distribution in kind shall be made at the appraised value of the property distributed, as it is set
forth in the inheritance tax return filed in my Estate.
1. To exercise any subscription right in connection with any security held hereunder, to
consent to or participate in any recapitalization, reorganization, consolidation or merger of any
corporation, company or association, the securities of which may be held hereunder; and to
delegate authority with respect thereto, to deposit investments under agreements, to pay
assessments, and generally to exercise all rights of investors;
J. To continue in any partnership, joint venture, joint ownership or other business
enterprise of which I am a part at the time of my death;
K, To compromise claims;
L. To continue for whatever period of time my personal representative(s) shall deem
necessary any ownership as a tenant in common or as a partner, in real estate or other property
and to act as I would have done had I been living;
5
I .
M. To do all other acts in her judgment necessary or desirable for the
proper management, investment and distribution of the assets of my Estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 2" J day of
March, 2001.
~tQ~
ANNE E. OLMSTEAD
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
~~1~,
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\\MAfNSERVER\PUBLIC\roger\wills\Anne Olmtead Wil1.doc
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
We, ANNE E. OLMSTEAD, ROGER M. MORGENTHAL, and STEVEN J.
FISHMAN, the Testatrix and the witnesses, respectively, whose names are signed to the attached
or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority
that the testatrix signed and executed the instrument of her Last Will, and that she signed
willingly and that she executed as her free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as
witnesses, and that to the best of their knowledge, the testatrix was at the time eighteen (18)
years of age or older, of sound mind and under no constraint or undue influence.
~J:J-h[bY: ~-ku 'f1c
Sworn to and subscribed before me
thisdrd day of March, 2001
NOTARIAl. SEAl.
TRJOA L 8AJt!Y, Nctar/ PubIc
Southomp1on Twp., Curnberfond Co., PA
My Commislion Expir.. Aug. 12.t 2002
,. '"
.".....
~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ANNE E. OLMSTEAD
Date of Death: OCTOBER 27. 2001
Estate No.: 2001- 01 () L!I
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on NOVEMBER 8. 2001
Name
Address
See attached list of beneficiaries
Notice has now been given to a1l persons entitled thereto under Rule 5.6(a) except
NONE
Date: November 8. 2001
~1J1~
Signature'
SALZMANN, DePAULlS, FISHMAN & MORGENTHAL, P.C.
Name Roaer M. MorQenthal . Esquire. #17143
Address 95 Alexander SorinQ Road. Suite 3
Carlisle, PA 17013
Telephone (717) 249-6333
Capacity:
_ Personal Representative
..L Counsel for Personal Representative
JI
e
-
Carleton College
One North College Street
Northfield, MN 55057
Allison United Methodist Church
99 Mooreland Avenue
Carlisle, P A 17013
Bosler Free Library
158 West High Street
Carlisle, P A 17013
Daniel A. Pensak
15335 Beach Drive NE
Lake Forest Park, W A 98155
Attorney General of Pennsylvania
Charitable Trusts and Organizations Section
14th Floor, Strawberry Square
Harrisburg, P A 17120
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MORGENTHAL ROGER M
95 ALEXANDER SPRING RD
SUITE 3
CARLISLE, PA 17013
_____h_ fold
ESTATE INFORMATION: SSN: 197-40-5796
FILE NUMBER: 21 - 2001 - 1 01 4
DECEDENT NAME: OLMSTEAD ANNE E
DATE OF PAYMENT: 01/24/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 10/27/2001
NO. CD 000790
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $30,000.00
I
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I
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I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MARJORIE FIDDLER
C/O ROGER MORGENTHAL ESQUIRE
CHECK# 1154
SEAL
INITIALS: VZ
RECEIVED BY:
REGISYBR OF WILLS
$30,000.00
MARY C. LEWIS
REGISTER OF WILLS
REV.1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
11-19-~
REV-1581
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FILE NUMBER
21 01
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COUNTY CODE YEAR
NUMBER
1014
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OLMSTEAD, ANNE E.
SOCIAL SECURITY NUMBER
197-40-5796
_.~-_._~
'! DATE OF BIRTH (MM-DD-YEAR)
04/11/47
DATE OF DEATH (MM-DD.YEAR)
10/27/01
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
i SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (Allach copy of Willi
o 9. Litigation Proceeds Received
o 2. Supplemental Retum
o 4a. Future Interest Compromise (date of deatf1 after 12.12-82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (dale oftlealh between 12.31-91 and 1-1-95)
o 3. Remainder Return (dale oldeatf1 prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Altach Sch 0)
NAME
STEVEN J. FISHMAN, ESQUIRE
FIRM NAME (II Applicable)
SALZMANN, DePAULlS & FISHMAN, P.C.
TELEPHONE NUMBER~-
(717) 249-6333
COMPLETE MAILING ADDRESS
95 ALEXANDER SPRING ROAD, SUITE 3
CARLISLE, PA 17013
...-- ~..
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
95,000.00
123,454.75
0.00
0.00
63,794.31
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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)
D 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)
49,529.92
261,502.83
115,576.57
(6)
0.00
(7)
28,783.69
311,032.75
(9)
(10)
(8)
46,478.13
3,051.79
(11)
(12)
(13)
13. Charitable and Governmental Bequests/See 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)
(14)
145,926.26
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x .0 ~~ (15)
0.00
0.00
0.00
21,888.94
21.888.94
16. Amount of Line 14 taxable at lineal rate
x .0_ (16)
~__ x .12 (17)
145,926.26 x .15 (18)
(19)
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
_AZ-"f"_STRI;_EL
CITY CARLISLE
--------------------------
--------------r--STATE-----~iIP----------
I PA I' 17013
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
21,888. 94
0.00
30,000.00
1,500.00
Total Credits ( A + B + C ) (2)
31,500.00
3. InteresVPenalty if applicable
D. Interest
E. Penalty
(3)
(4)
(5)
(SA)
(5B)
4.
Total Interest/Penalty ( 0 + E )
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
9,611. 06
5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN II X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
c. retain a reversionary interest; or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ..... ................. ........... ....................... ..................... ............... .................. 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ..... ...................................... .................................. ............. ................ .......... .... ~
No
~
[i]
[i]
[i]
[i]
[i]
o
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, ills true, correct
and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
--~~-------
E OF ~ERS.ON R~ FILING RETURN
ADDRESS
2519 nw 192nd PLACE, SHORELINE, WA 98177
--..--..--"---"
SIG~P~~!SENTATIVE
ADDRESS
95 ALEXANDER SPRIN.Q..ROAD, SUITE 3, CARLISLE, PA 17013
DAT~
----!-I'31 to._____.
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. S9116 (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. S9116 (a) (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 onty 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. s9116(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. S9116(1.2) [72 P.S. 99116(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. s9116(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.
Estate of: Anne E. Olmstead
21-2001-1014
'The following person (s) are signing the return as representative (s) of the estate:
Marjorie Fiddler
2519 NW 192nd Place
Shoreline, WA 98177
REV-1502 EX ~ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anne E. Olmstead
SCHEDULE A
REAL ESTATE
FILE NUMBER
21-2001-1014
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 property 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
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 Sale of 47 "E" Street, Carlisle, PA 17013 to an unrelated third
party - Actual Gross Sale Price - See attached copy of
settlement statement. This real estate was required to be sold
in order to complete the settlement of the Estate. Necessary
expenses of sale are itemized on Schedule "H".
95,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
95,000.00
7 CPA21 NTF 10904
Copyright Forms Soltware Only, 1997 Nelco, Inc.
I'
REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Arme E. Olmstead
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-2001-1014
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO.
DESCRIPTION
VALUE AT DATE
OF DEATH
1 US Savings Bonds - see valuation attached
377.56
2 Washington Mutual Investors Fund - Account #58072625 - Date
Established 1/10/90 - Date of Death Balance
17,819.62
3 American Mutual Fund - Account #58072625 - Date Established
1/10/90 - Date of Death Balance
14,962.60
4 Investment Company of America - Account #58072625 - Date
Established 1/10/90 - Date of Death Balance
17,414.21
5 Cash Management Fund of America - Account #58072625 - Date
Established 1/24/90 - Date of Death Balance
231. 31
6 Washington Mutual Investors Fund - Account #58021884 -
Established 10/26/89 - Date of Death Balance (IRA payable to
Estate)
36,160.99
7 Washington Mutual Investors Fund - Account #58093158 -
Established 1/9/90 - Date of Death Balance (IRA payable to
Estate)
36,488.46
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
123,454.75
7 CPA31 NTF 10905
Copyright Forms SoHware Only, 1997 Nelco, Inc.
I'
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anne E. Olmstead
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-2001-1014
Include proceeds of litigation & date proceeds were received by the estate. All prop. Jointly-owned with right of survivorship must be disclosed on Sch. F.
VALUE AT
DATE OF DEATH
ITEM
NO, DESCRIPTION
1 Checking Account - M&T Bank - Account#602663 - Established 1/81
(See attached verification of balance)
7,740.66
2 Savings Account - M&T Bank - Account #15004198249087 -
Established 10/00 (See attached verification of balance)
22,123.66
3 Cash on Hand
6.00
4 Dental Reimbursement - Highmark
53.00
5 Check from Employer for October 2001
1,493.85
6 AUL - long Tem Care Reimbursement - 10/1 tlrru 10/27
3,366.00
8 Proceeds of Sale of Automobile - Sold to an unrelated third
party in an Anns Length Transaction
4,590.00
14,000.00
7 AUL - long Tem Care Reimbursement - 9/1 tlrru 9/30
9 long Distance Telephone Refund - Quest
49.96
10 MA Refund
51. 00
11 Auto Insurance Refund - State Farm
78.85
12 Credit Card Refund - MBNA
7.05
13 Health Insurance Refund - AmeriHealth
520.00
14 Fuel Oil Refund - Agway
394.13
15 Sale of Personal Property - Net Proceeds to Residue
1,317.00
16 Real Estate Tax Proration - Sale of Residence
County/Township $307.81
School $242.65
550.46
17 Homeowners Insurance Refund - State Farm
188.42
18 Tangible Personal Property Distributed to Taxable Beneficiaries
1,651. 00
19 Tangible Personal Property Distributed to Charitable
Beneficiaries
85.00
Total from continuation page (s)
5,528.27
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
63,794.31
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 Nelca,lnc.
Page 2
Estate of: Anne E. Olmstead
21-2001-1014
SCHEDULE E - - Cash, Bank Deposits and Miscellaneous Personal Property
Item
No. Description
Value at Date
of Death
20 Highmark - Last CClTI'perlsation
1,046.72
21 Highmark - Survivor Benefits
4,481. 55
TOTAL. (Carry forward to main schedule) . . . . . .
5,528.27
REV-1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anne E. Olmstead
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FilE NUMBER
21-2001-1014
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF EXCLUSION
ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S (IF TAXABLE VALUE
RELATIONSHIP TO DECD & DATE OF TRANSFER.
NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE)
1 l>:merican Express Flexible Annuity - 100% 28,783.69
Account #931039908443004 - Date of
Death Balance I paid to narned
Beneficiary.
Taxable because was not an
IRA/RETIREMENT Account and was
revocable as of date of Decedent's
Death.
[MEMO ENTRY-NOTICE ONLY-Non-taxable
Retirement Plan (40 1K) sponsored by
Decedent's employer, Highmark, and
payable to a narned beneficiary.
'This retirement plan's date of
death balance was $105,394.33.
'This retirement plan is not taxable
for PA Inheritance Tax purposes
pursuant to provisions of Section
9111 (R) and Regulations because
Decedent was only aged 54 at death
and thus would have been subject to
a Federal penalty tax of 10% for
early withdrawal from this Plan.]
TOTAL (Also enter on line 7, Recapitulation) $ 28,783.69
7 CPA01
NTF 10910
Copyright Forms Software Only, 1997 Nelco, Inc.
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anne E. Olmstead
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2001-1014
Debts of decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION
A. FUNERAL EXPENSES:
AMOUNT
1 Hollinger Funeral Home & Crematory, Inc.
1,635.00
[NOTE- Personal Representative's commission is computed in
accordance with the express provision of Item 6 of the
Decedent's will - 5% of the Gross Estate for Inheritance Tax
purposes. ]
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) Marjorie Fiddler-see note abov
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address 2519 NW 192nd Place
City Shoreline State WA Zip 98177
15,551. 63
Year(s) Commission Paid: 2001-2003
2.
3.
Attorney Fees Name: Steven J. Fishman, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
10,000.00
0.00
4.
Probate Fees
340.00
5.
Accou ntant's Fees
0.00
6.
Tax Return Preparer's Fees
0.00
See Schedule attached
Total from continuation page(s)
18,951. 50
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
46,478.13
7 CPA11 NTF10911
Copyright Forms Software Only, 1997 Nelco, Inc.
Estate of: Anne E. Olmstead
SCHEDULE H, PART B -- Administrative Costs
Item
No. Description
7 Music for Memorial Service - Ken & Donna Houser
8 Filing Fee - Inheritance Tax Return
9 Appraisal Service - Rowe I s Auction Service
10 Food for Memorial - Peg Shearer
11 Office Supplies/Postage/Fax Fees
12 Photographs - Costco Photos
13 George's Flowers
14 Estate Advertisement - Cl.m\berland Law Journal
15 Estate Advertisement - The Sentinel
16 House Cleaning - Shelby Hockenberry
17
Expense Reirrbursernent
Airfares
Phone
Meals/Lodging
Fuel
Rental Car
Parking & Tolls
Miscellaneous
for Executrix Under Item 6
$1,438.50
85.70
2,062.10
519.76
115.79
41. 90
66.22
of Will
18 Removal of Personal Effects of Decedent and Clean Up of
Residence (Miscellaneous expenses and U-Haul rental)
19 Locksrni th
20 Removal of Trees - Suncrest Gardens (Required for sale of real
estate)
21 Realtor Corrmission - Sale of Residence - George L. Ebener &
Associates (Required for Sale)
22 Transfer Tax - Sale of Residence (Required for Sale)
23 Horne Warranty - Sale of Residence (Required for Sale)
24 Reserve for Contingencies and for Final Accounting
TOTAL. (Carry forward to main schedule) . . . . . .
Page 2
21-2001-1014
Amount
100.00
15.00
85.00
200.00
151.57
17.70
30.21
75.00
124.26
96.00
4,197.53
1,572.90
2.65
248.68
5,700.00
950.00
385.00
5,000.00
18,951. 50
REV-'1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anne E. Olmstead
Include unreimbursed medical expenses.
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
DESCRIPTION
1 Cat Care - TreeBeri Farm and other individuals
2 Homeowners Insurance Premium - State Farm
3 Storage Unit - Iron Forge Storage
4 Pest Services - Orkin
5 Prescriptions - PharMerica
6 Water & Sewer - Borough of Carlisle
7 Credit Card Payment - Pier 1 Imports
8 Medical Bill - Wilson Street Internal Medicine
9 Medical Bill - Central PA Hema & Med Oncology
10 Medical Bill - West Shore EMS
11 Electric Bill - PP&L
12 Health Insurance - Highmark, Inc.
13 Telephone Bill - Sprint
14 2002 County ITownship Real Estate Taxes - Darlene Moyer
15 2001 Federal Income Tax
16 2001 PA Income Tax
21-2001-1014
AMOUNT
567.26
237.00
250.00
104.36
578.76
48.43
2.64
12.40
12.00
32.00
128.95
277.45
67.78
384.76
345.00
3.00
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco, Inc.
3,051.79
REV-'1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
21-2001-1014
AMOUNT OR
SHARE OF ESTATE
Arme E. Olmstead
1 Carleton College (1/6 of residue)
One North College street
Northfield, MN 55057-4075
CHARITY
38,497.19
2 Allison United Methodist Church (1/6 of residue) CHARITY
99 Mooreland Avenue
Carlisle, PA 17013-2815
38,497.19
3 Bosler Free Library (1/6 of residue)
158 West High Street
Carlisle, PA 17013
CHARITY
38,497.19
4 Daniel A. Pensak (1/2 of residue) *See note belOVi Nephew
15335 Beach Drive NE
Lake Forest Park, WA 98155
145,256.32
5 Miscellaneous Charitable Recipients
of Inkind Tangible Personal Property
CHARITY
85.00
6 Miscellaneous Taxable Recipients of
Inkind Tangible Personal Property
COLlATERALS
673.00
*Annuity and Inkind Tangible Personal Property;
See attached CaITputation of Residue and Allocatipn of Inheritance Taxles*
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
0.00
7 CPA13 NTF 10913
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco, Inc.
ESTATE OF ANNE E. OLMSTEAD
DATE OF DEATH: 10/27/01
COMPUT A TION OF RESIDUE
Gross Estate:
Real Estate
Stocks & Bonds
Schedule E
Schedule G (taxable)
Total Gross Estate:
Less Schedule H
Less Schedule I
Less Net Inkind Distributions of
Tangible Personal Property - Taxable
Tangible Personal Property - Non-Taxable
Less Annuity Paid to Named Beneficiary
-46,478.13
-3,051.79
-1651.00
-85.00
-28.783.69
-80,049.61
Net Residue (before taxes):
Distribution:
Carleton College (1/6)
Allison United Methodist Church (1/6)
Bosler Free Library (116)
Daniel Pensak (1/2)
$95,000.00
123,454.75
63,794.31
28.783.69
$311,032.75
$230,983.14
$38,497.19
38,497.19
38,497.19
115,491.57
ESTATE OF ANNE E. OLMSTEAD
DATE OF DEATH: 10/27/01
ALLOCATION OF INHERITANCE TAXES
Taxable Tangible Personal Property: $1651 x 15% =
$247.65
Taxable Annuity: $28783.69 x 15% =
$17,323.74
$4,317.55
Taxable Residue: $115491.57 x 15% =
Total PA Inheritance Tax =
$21,888.94
(Allocate to Daniel's share of Residue)
Daniel's Distribution Share - Gross =
Miscellaneous Tangible Personal Property - Taxable
Miscellaneous Tangible Personal Property - Charitable ($85.00)
Total Taxable:
$145,256.32
673 .00
$145,929.32
"
1Last Will anb \lrestament
OF
ANNE E. OLMSTEAD
I, ANNE E. OLMSTEAD, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form
fo II owing:
1. I hereby expressly revoke all Wills and Codicils heretofore made by me.
2. I hereby direct my Executrix to pay all my just debts, funeral and administrative
expenses out of my estate, as soon as practicable after my death. Should I decide to pay in
advance for my funeral arrangements and marker, that information will be available to my
personal representative by its being kept with this Will.
3. I direct that all taxes which may be assessed in consequence of my death of
whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of
the administration of my estate.
4. I give and bequeath such of my personal property as may be listed on an unsigned
memorandum kept with my Will to the persons named thereon. In the event that no such
memorandum is found with my Will, it shall be conclusively presumed that none was prepared,
and all of my personal property shall be considered a part of the remainder of my estate.
5. I give, devise and bequeath the remainder of my estate, real, personal and mixed,
whatsoever and wheresoever situate, as follows:
1
A. One-sixth (1/6) thereof to the BOSLER FREE LIBRARY, of Carlisle,
Pennsylvania, for its general uses and purposes.
B. One-sixth (1/6) thereofto ALLISON UNITED METHODIST
CHURCH, of Carlisle, Pennsylvania, to be added to the pastor's
discretionary fund for people in need.
C. One-sixth (1/6) thereof to CARLETON COLLEGE. of North field,
Minnesota, to be added to its permanent endowment fund; and
D. The remaining one-half (l/2) thereof to my nephew, DANIEL A.
PENSAK, of Shoreline, Washington. Should my nephew, DANIEL A.
PENSAK, fail to survive my death, his share shall be distributed in equal
shares to BOSLER FREE LIBRARY, ALLISON UNITED
METHODIST CHURCH and CARLETON COLLEGE for their same
uses and purposes as set forth in subparagraphs A, B and C above.
6. I nominate and appoint my sister MARJORIE FIDDLER as the Executrix of
this my Last Will and Testament; and should she for any reason fail to qualify or cease to serve
in that capacity, I nominate and appoint my sister JUDITH OLMSTEAD to serve as substitute
Executrix. I further provide that my personal representative shall not be required to file any
bond or other security in any jurisdiction to secure the faithful performance of her duties nor be
required to obtain any order or approval of any Court for the exercise of any power or discretion
set forth in this Will. My Executrix shall be compensated with a commission equal to five .
percent (5%) of the gross estate as determined for inheritance tax purposes; and in addition, she
2
shall be reimbursed fully for any travel expenses, lodging or other expenses incurred on behalf of
my estate.
7. I request that my Executor make suitable arrangements for the care and well-
being of any pete s) that I may have at the time of my death, either through an appropriate shelter
or with a private person. Should such a placement not be found after a reasonable time, or
should the pet(s) fail to thrive in my absence, the pet(s) shall be mercifully euthanized by a
veterinarian. My Executrix is hereby authorized to expend reasonable funds for the above
purposes, including paying a reasonable allowance to allay expenses of care to whoever serves as
a caretaker for said pet(s).
8. All income or principal held for the use and benefit of the beneficiaries of this
Estate shall not be in any way or manner subject to anticipation, assignment, pledge, sale or
transfer, nor shall any such interest, while in the possession of my Executrix, be liable for or
subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to
attachments, executions or sequestrations under process of law.
9. If any beneficiary of the Estate shall, in the sole opinion of my Executrix, be or
become mentally or physically incapacitated, by reason of illness, accident, minority or other
circumstance, my Executors may apply either income or principal for the support and welfare of
such beneficiary directly or to the person who has the care and control of such beneficiary,
without the intervention of any Guardian and without obligation to supervise application of said
amounts in any way.
10. In addition to the powers conferred by case law, by statute and by other
provisions of this Last Will and Testament, my personal representative and any successors in that
3
capacity shall have the following discretionary powers applicable to all real and personal
property held by her. which powers shall be effective without Order of any Court and which
shall exist and continue until the time of actual distribution:
A. To retain any property of any nature received by her for whatever period she shall
deem advisable.
B. To invest and reinvest all or any part of the assets of my Estate without regard to
statutes limiting the property which a fiduciary may purchase;
C. To sell, transfer, exchange or otherwise dispose of, any part of the assets of my
Estate, for cash or on terms, publicly or privately, or to lease, without liability on the purchasers
to see to the application of the proceeds, and to give options for these purchases without the
obligation to repudiate them in favor of a higher offer;
D. To execute and deliver any deeds, leases, assignments or other instruments as
may be necessary to carry out the provisions of this Will;
E. To borrow money, if necessary to facilitate the administration and closing of my
Estate, including the right to borrow money from any bank, and to mortgage or pledge any asset
of the estate as security;
F. To loan to, and to purchase assets from, my estate, even if she is also acting as
Executrix thereof.
G. To assume continuance of the status of any beneficiary with'Tegard to death.
4
marriage, divorce, illness, incapacity and similar incidents or matters in the absence of
information deemed reliable without liability for disbursements made on such assumption;
H. To make any distribution hereunder either in kind or in money, or partially in kind
and partially in money, considering of course the reasonable wishes of the beneficiary.
Distribution in kind shall be made at the appraised value of the property distributed, as it is set
forth in the inheritance tax return filed in my Estate.
1. To exercise any subscription right in connection with any security held hereunder, to
consent to or participate in any recapitalization, reorganization, consolidation or merger of any
corporation, company or association, the securities of which may be held hereunder; and to
delegate authority with respect thereto, to deposit investments under agreements, to pay
assessments, and generally to exercise all rights of investors;
J. To continue in any partnership, joint venture, joint ownership or other business
enterprise of which I am a part at the time of my death;
K. To compromise claims;
L. To continue for whatever period of time my personal representative(s) shall deem
necessary any ownership as a tenant in common or as a partner, in real estate or other property
and to act as I would have done had I been living;
5
M. To do all other acts in her judgment necessary or desirable for the
proper management, investment and distribution of the assets of my Estate.
IN WITNESS \VHEREOF, I have hereunto set my hand and seal this 2" J day of
March, 2001.
\i:,,^Ul ~'~~eaL
ANNE E. OLMSTEAD
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
'12v14 Wl U\
~~
" ' ,
;' I ,. ! /.
':- "" . ~~ :J 1_"1 -1 ,
......:........ - - .. \ __t 1.".. \. 1.
6
. \
\\MAtNSERVER\PUBLIC\roger\wilIs\Anne Olmtead Will.doc
COMMONWEALTH OF PENNSYLVANIA
ss
_ COUNTY OF CUMBERLAND
We, ANNE E. OLMSTEAD, ROGER M. MORGENTHAL, and STEVEN J.
FISHMAN, the Testatrix and the witnesses, respectively, whose names are signed to the attached
or foregoing instrument, being fIrSt duly sworn, do hereby declare to the undersigned authority
that the testatrix signed and executed the instrument of her Last Will, and that she signed
willingly and that she executed as her free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as
witnesses~ and that to the best of their knowledge, the testatrix was at the time eighteen (18)
years of age or older, of sound mind and under no constraint or undue influence.
Q, J~t5:;',-lkv~
v
Sworn to and subscribed before me
thiSd rei day of March, 2001
NOT ARIAJ. SEAl.
TRlOA L 1W1Et, Nata..., Pub8c:
Southa"'P'Dn Twp., Cumberiand Co. PA
My Commiuion &fHr.. Aug. 12t. 20az
fl:1 M&fBank
Manufacturers and Traders Trust Company, 1100 Wehrle Drive, P.O. Box 767, Buffalo, NY 14240-0767
January 27, 2003
RE:
Estate Search
The Estate of:
Date of Death (D.O.D.)
ANNE E OLMSTEAD
10/27/2001
To Whom It May Concern:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
D.O.D. Accrued Interest
Balances
(Includes Accr.
Int.)
$7740.66 $.00
CHK
602663
OPENED 1/81
15004198249087
OPENED 10/00
ANNE E OLMSTEAD
4319
SAY
ANNE E OLMSTEAD
4319
$22,123.66 $4.09
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
NO Safe Deposit Box titled in the Decedent's name existed at our office.
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORA nON
~A~~
Authorized Signature -
BY:
DATE:
I-;)/~O)
"'
."
, -
A. Settlement Statement
U.S. Department 01 Housing
and Urban Development ~
,r
B.
OMB No. 2502-0285
2.0 FmHA 3. ~ Conv. Unins.File Number
BOOKAMERW
Loan Number
Mortgage Insurance Case Number
c.
95,550.46
203. Exllllng 10an(l) takln lubJlct 10
2~ ' '
205.
208. .:
207.
208;"::'::":':'.': 'Y::'. "''::::''', :": ":::::"~:':'::'::"':-:::"
:.'.::':,,:: :::::,".":,',' .
. .. ...
. .." .... ,
........ ,........
...... . .....
.. .... .
507.
~QfC':::'.::':::..:::(:.':.':,::'::..:':.
509.
" ,',
"
209.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
HUD-1 (3-86) - RESPA, HB 4305.2
PAGE 1
HUD< ~ (A'~ -"l.Ia6~. ~ .
L~. .
700. TOTAL SALES/BROKER'S COMMISSION
. ... SmLEMENT .CHAFlGES .
BASED ON PRIce
$ 95,000.00 @ 6. 00 OM. .
5,700.00
PAID FROM
BORROWER'S
FUNDS
AT
SETTLEMENT
PAID FROM
SELLER'S
FUNDS
AT
SETTLEMENT
..::......::.... .::.
'..,' ':.' .....:...
.950.00
3,579.52
7,456.82
I have ca.elully .evlewed Ihe HUD-l Selllemenl SI.lemenl .nd 10 Ihe beel 01 my knowledge .nd bellel, II II a IruI .nd accurale Ilallmenl of all recelpll and dllburllmenll made
on my .ccounl or by me In Ihle Iranucllon. I furlher cerllly Ihal I h.... reCeived a copy 01 Ihe HU elllemen enl.
....,w., A/$ t;.<~.., - P..
WESL Y H 00 E
~tl-L~..i,.~
Borrow ." ... '1:"'"'" 1.:
I. BOO
3/15/02 Seller or
Agent:
AN
D.te: 3/15/02
3/15/02 Seller or
Agenl:
Dale:
Dale:
Selllemenl Agenl:
The HUD-l Selllemenl SI.lemenl which I have prepared I. . Iru. .nd aCCur.l. accounl 01 Ihll Iraneacllon.
wllh Ihll II.tement.
WARNING: h Ie . crime 10 knowingly m.k. lal.. .Ial.m.nle to Ihe Unllld Slalll on Ihl. or .ny olher Ilmllar lorm. Penalllel
menl. For d.I.Il. e..: Tille 18 U.S. Code Secllon 1001 and Secllon 1010.
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
ESTATE NO. 21-01-1014
FIRST AND FINAL ACCOUNT OF
MA_RJORIE FIDDLER
For
ANNE E. OLMSTEAD ESTATE
LATE OF CUMBERLAND COUNTY
Date of Death: October 27, 2001
Date of Letters: November 5, 2001 ~ .~
Date of Letters Advertised: November 13, 2001
November 20, 2001 cJ2
November 27, 2001 ~
CO
Account Period: October l, 2004 ~
Purpose of Account: MARJORIE FIDDLER
offers this Account to acquaint interested panics with the transactions that have
occurred during the administration of the estate.
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:
Attorney:
Steven J. Fishman Hamilton C. Davis
95 Alexander Spring Road, Suite 3 P O Box 40
Carlisle, PA 17013 20 East Burd Street, Suite 6
(717) 249-6333 Shippensburg, PA 17257
(717)532-5713
SUMMARY OF ACCOUNT
Fiduciary
Acquisition
Page Value
Proposed Distribution
to Beneficiaries 9 $231,485.23 $231,485.23
Principal Receipts 3 $274,996.60
Gains/losses on conversion 4
$o.oo
Less Disbursements:
Debts of Decedent 5 $3~051.79
Funeral Expenses 5 $1,635.00
Administration
Expenses and Reserve 5&6 $19,291.50
Federal and State 6 $12,323.63
Taxes
Fees and Commissions 6 $25,551.63 $61,853.55
Balance before
Distributions 6 $213,143.05
Distribution to 6 $1,736:00
Beneficiaries (Advance
Distributions)
Principal Balance on 6 $211,407.05
Hand
Income:
Receipts 7 $20,078.18
Less Disbursements 7 $0.00
Balance before 7 $20,078.18
Distdbutinn
Distribution to 7 $0.00
Beneficiaries
Income Balance on 7 $20,078.18
Hand
Combined Balance on 8 $231,485.23
Hand
Recapitulation 8 $231,485.23
2
FIRST AND FINAL ACCOUNT OF
ANNE E. OLMSTEAD
THE ACCOUNTANTS CHARGE THEMSELVES WITH THE FOLLOWING:
PRINCIPAL RECEIPTS
Real Prouerty: Amount
A single family residence known and numbered as 47 "E" Street $95,000.00
Carlisle, PA Cumberland County, Pennsylvania.
Personal Property;
U.S. Savings Bonds $377.56
Washington Mutual Investors Fund - Account No. 58072625 $18,542.90
American Mutual Fund - Account No. 58072625 $15,616.41
Investment Company of America - Account No. 58072625 $18,038.98
Cash Management Fund of America - Account No. 58072625 $232.34
Washington Mutual Investors Fund - Account No. 58021884 $33,856.82
Washington Mutual Investors Fund - Account No. 58093158 $34,172.59
Checking Account - M&T Bank - Account No. 602663 $7,863.50
Savings Account - M&T Bank - Account No. 15004198249087 $22,136.76
Cash on Hand $6.00
Check from Employer $1,493.85
Sale of Automobile $14,000.00
4
Auction Proceeds and other tangiable personal property $3,053.00
Highmark - Last Compensation $1,046.72
Highmark - Survivor Benefits $4,481.55
Gains/Losses on Conversions:
Gain on WA Mutual Investors Funds $723.28
Gain on American Mutual Fund $653.81
Gain on Investment Company of Amercia $624.77
Gain on Cash Management Fund of Amercia $1.03
Gain on WA Mutual IRA B $1,457.70
Gain on WA Mutual IRA A $1,481.09
Gain on M&T Bank Chcking Account $122.84
Gain on M&T Bank Savings Account $13.10
$5,077.62
TOTAL PRINCIPAL RECEIPTS: $274,996.60
4
fiRINcIPAL DISBURSEMENTS
Cat Care $567.26
State Farm Insurance $237.00
Iron Forge Storage $250.00
Orkin Pest Control $104.36
Pharmerica $578.76
Borough of Carlisle $48.43
Peir One $2.64
Wilson Street Internal Medicine $12.40
Central PA Hema & Med Oncology $12.00
West Shore EMS $32.00
PP&L $128.95
Highmark, Inc. $277.45
Sprint $67.78
2002 County and Township Taxes $384.76
2001 Federal Income Tax $345.00
2001 PA Income Tax $3.00
TOTAL DEBTS OF DECEDENT $3,051.79
Hollinger Funeral Home & Crematory, Inc. $1,635.00
TOTAL FUNERAL EXPENSES $1,635.00
Administration Expenses and Reserve:
Probate Fees $340.00
Filing Fee - Inheritance Tax Return $15.00
Music for Memoral Service $100.00
Rowe's Auction Service $85.00
Food for Memorial Service $200.00
Office Supplies/Postage/Fax Fees $151.57
Photographs $17.70
George's Flowers $30.21
Legal Advertising - Cumberland County Law Journal $75.00
Legal Advertising - The Sentinel $124.26
House Cleaning $96.00
Reimbursement to Executrix $4,197.53
U-Haul Rental $1,572.90
Locksmith $2.65
Removal of Trees - Suncrest Gardens $248.68
Realtor Commission $5,700.00
Transfer Tax $950.00
Home Warranty $385.00
Reserves for contingencies $5,000.00
TOTAL ADMINISTRATION EXPENSES $19,291.50
l~ederal Income Tax Witheld on Washington Mutual IRA A and B $7,558.83
Balance of Fiduciary Income Tax and Preparation $4,764.80
TOTAL TAXES $12,323.63
F ~ n'
Steven J. Fishman $10,000.00
Marjorie Fiddler $15,551.63
TOTAL FEES AND COMMISSIONS $25~551.63
TOTAL PRINCIPAL DISBURSEMENTS AND RESERVES: $61,853.55
Balance before Distributions $213,143.05
Distributions to Beneficiaries (advance distributions)
Tangiable Personal Property $1,651.00
Tangiable Personal Property $85.00
TOTAL DISTRIBUTIONS $1,736.00
Balance of Principal on Hand (before final distributions
to residuary beneficiaries) $211~407.05
6
AUL - Long Term Care Reimbursement $3,366.00
AUL - Long Term Care Reimbursement $4,590.00
Quest Refund $49.96
AAA Refund $51.00
State Farm Insurance Refunds $267.27
MBNA Refund $7.05
Amerihealth Refund $520.00
Agway Re fund $394.13
Highmark Refund $53.00
Income Interest $4,747.49
Miscellaneous Income & Refund $5,481.82
Settlement Tax Reimbursement $550.46
TOTAL INCOME RECEIVED $20,078.18
LESS INCOME DISBURSEMENTS $0.00
LESS INCOME DISTRIBUTIONS $0.00
NET INCOME ON HAND $20~078.18
7
TOTAL PRINCIPAL $274,996.60
LESS PRINCIPAL DISBURSEMEN $61,853.55
LESS DISTRIBUTIONS TO BENEFICIARIES $1,736.00
PRINCIPAL BALANCE $211,407.05
PLUS INCOME BALANCE + $20,078.18
COMBINED BALANCE FOR DISTRIBUTION $231,485.23
STATEMENT OF PROPOSED DISTRIBUTION TO BENEFICIARY
Balance for Distribution (As Shown on Above)
Composed of CASH $231,485.23
TOTAL $231,485.23
Anne E. Olmstead, by Item 5 of her Last Will and Testament bequeated her
residuary estate to the beneficiaries listed below, in the equal shares indicated:
Advanc~ for
Carleton College 1/6 Residue $38,580.87 $25,000.00 $13,580.87
One North College Street
Northfield, MN 55057-4075
Allison United Methodist 1/6 Residue $38,580.87 $25,000.00 $13,580.87
Church
99 Mooreland Avenue
Carlisle, PA 17013
Bosler Ree Library 1/6 Residue $38,580.87 $25,000.00 $13,580.87
158 West High Street
Carlisle, PA 17013
Daniel A. Pensak 1/2 Residue $115,742.62 $60,000.00 $34,948.13
15335 Beach Drive NE Less Inh. Tax -$20,794.49
Lake Forest Park, WA 98155 Net of Tax $94,948.13
Total Present Distribution: $75,690.74
9
STATE OF WASHINGTON :
: SS.
COUNTY OF :
Marjorie Fiddler, executor of the Estate of Anne E. Olmstead, late of the Borough of Carlisle
Cumberland County, Pennsylvania, deceased, being duly sworn according to law,
does depose and say that the foregoing Account and Statement of Proposed Distribution
to Beneficiaries is true and correct, both as to items of charge and discharge, to the best of
her knowledge, information and belief.
Sworn to and Subscribed to
before me this
20o4 STATE OF WASH,NGTON
~THERESA R. CATT
Notary Public
10
,. Olmstead Estate
Residue Calculation
Principal Receipts: $274,996 60
Debts of Decedent
.............................................$3,051.79
Administration E..x. penses $19,291 50 .............................................................................................
Taxes ..............
................................ $12,323.63i
Fees and Commission .............................................. ~'5~"}'~]"'~'i ......................................................................................................................................
$213,143.051 Total
Advance Distributions .-..~.1..736.00
........................ . ............. ~2! 1,407.05i
~comeRece!~ ~i i .................
............................. $231,485.23 Residue .................................
Distribution to: Less Balance for
, i Advance Distributions Distributio-
~!~.~9~g.~ ........................................... i..!/~g~ ................. $38,580.87 $25,00o 00~ $13,580 87
Northfield, MN 55057-4075
........ : ................... : ........................................................ ? ................................................ * ....................................... ? ................................................................ i ..........................
-.....--...-.----......_........__~_....Alhs°n United Methodist Church} 1/6 Residue i $38,580 87 $25,000 00 $13,58~}'~;~
-99-uo.~.a ~.,,~ ......................... . ........................................................................................................................................................................................
Carlisle PA 17013 .........................................................................................................................................
~osler~ee Lib~ il/6 Residue i $38,580.87i $25,000.001 $13,580.87
158 West Hi~... Street
'~'~i~i¥i;~' i'~/ii'5 ............................. ~ ........................................................................................ ~ ....................................................................................................
i i ...............................................................................
~i"x:'~;~ ........................................... i'i'~'~"~'~i~; ......................... ~'i-i'~'i~"~'~ .................................... ~a~:~a'"-'--'~'~'~:~'~--i'~'
.'.i.i~.~.~i'~"~;;'~ ......................... 'i':'i¥'~i ............ i .......... ~i .............................................................. ~ ................................... ,
~kei~;;;;i"i;~i~;"~X'"~i~ ........... ~";?~' ............................... ~;'~"i'5~ ................................................................ ~ ....................................
.........................
Cash Available:
Balance in Savings $84,473.58
Tax Refund $9,205.51
Balance in Checking ~
$96,242.37
To Disburse:
Specific Fiduciary Reserve $5,000.00
Steve Fishman - Balance $5,000.00
Ma0orie Fidler - Balance $10,551.63
[Balance for Distribution to Beneficiaries: $75,690.74]
Distribution to Beneficiaries $75.690.74
Total $96,242.37
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DMSION
ESTATE NO. 21-01-1014
FIRST AND FINAL ACCOUNT OF
MARJORIE FIDDLER
For
ANNE E. OLMSTEAD ESTATE
LATE OF CUMBERLAND COUNTY
Date of Death: October 27, 2001
Date of Letters: November 5, 2001
Date of Letters Advertised: November 13, 2001
November 20, 2001
November 27, 2001
Account Period: October 1, 2004
Purpose of Account: MARJORIE FIDDLER
offers this Account to acquaint interested parties with the ~ansactions that have
occurred during the admim'stration of the estate.
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:
Attorney:
Steven I. Fishman Hamilton C. Davis
95 Alexander Spring Road, Suite 3 P O Box 40
Carlisle, PA 17013 20 East Burd Street, Suite 6
(717) 249-6333 Shippensburg, PA 17257
(717)532-5713
SUMMARY OF ACCOUNT
Fiduciary
Acquisition
Page Value
Proposed Distribution
to Beneficiaries 9 $231,485.23 $231,485.23
Principal Receipts 3 $274,996.60
Gains/losses on conversion 4
$0.00
Less Disbursements:
Debts of Decedent 5 $3,051.79
Funeral Expenses 5 $1,635.00
Administration
Expenses and Reserve 5&6 $19,291.50
Federal and State 6 $12,323.63
Taxes
Fees and Commissions 6 $25,551.63 $61,853.55
Balance before
Distributions 6 $213,143.05
Dislxibution to 6 $1,736.00
Beneficiaries (Advance
Distributions)
Principal Balance on 6 $211,407.05
Hand
Income:
Receipts 7 $20,078.18
Less Disbursements 7 $0.00
Balance before 7 $20,078.18
Distribution
Distribution to 7 $0.00
Beneficiaries
Income Balance on 7 $20,078.18
Hand
Combined Balance on 8 $231,485.23
Hand
Recapitulation 8 $231,485.23
2
FIRST AND FINAL ACCOUNT OF
ANNE E. OLMSTEAD
THE ACCOUNTANTS CHARGE THEMSELVES WITH THE FOLLOWING:
Real Property; Amount
A single family residence known and numbered as 47 "E" Street $95,000.00
Carlisle, PA Cumberland County, Pennsylvania.
Personal Property;
U.S. Savings Bonds $377.56
Washington Mutual Investors Fund - Account No. 58072625 $18,542.90
American Mutual Fund - Account No. 58072625 $15,616.41
Investment Company of America - Account No. 58072625 $18,038.98
Cash Management Fund of America ~ Account No. 58072625 $232.34
Washington Mutual Investors Fund - Account No. 58021884 $33,856.82
Washington Mutual Investors Fund - Account No. 58093158 $34,172.59
Checking Account - M&T Bank - Account No. 602663 $7,863.50
Savings Account - M&T Bank - Account No. 15004198249087 $22,136.76
Cash on Hand $6.00
Check from Employer $1,493.85
Sale of Automobile $14,000.00
4
Auction Proceeds and other tangiable personal property $3,053.00
Highraark - Last Compensation $1,046.72
Highmark - Survivor Benefits $4,481.55
Gains/Losses on Conversions:
Gain on WA Mutual Investors Funds $723.28
Gain on American Mutual Fund $653.81
Gain on Investment Company of Amercia $624.77
Gain on Cash Management Fund of Amercia $1.03
Gain on WA Mutual IRA B $1,457.70
Gain on WA Mutual IRA A $1,481.09
Gain on M&T Bank Chcking Account $122.84
Gain on M&T Bank Savings Account $13.10
$5,077.62
TOTAL PRINCIPAL RECEIPTS: $274,996.60
4
PRINCIPAL DISBURSEMENTS
Cat Care $567.26
State Farm Insurance $237.00
Iron Forge Storage $250.00
Orkin Pest Control $104.36
Pharmerica $578.76
Borough of Carlisle $48.43
Pek One $2.64
Wilson Street Internal Medicine $12.40
Central PA Hema & Med Oncology $12.00
West Shore EMS $32.00
PP&L $128.95
Highmark, Inc. $277.45
Sprint $67.78
2002 County and Township Taxes $384;76
2001 Federal Income Tax $345.00
2001 PA Income Tax $3.00
TOTAL DEBTS OF DECEDENT $3,051.79
Hollinger Funeral Home & Crematory, Inc. $1,635.00
TOTAL FUNERAL EXPENSES $1,635.00
Administration Expenses and Reserve:
Probate Fees $340.00
Filing Fee - Inheritance Tax Return $15.00
Music for Memoral Service $I00.00
Rowe's Auction Service $85.00
Food for Memorial Service $200.00
Office Supplies/Postage/Fax Fees $151,57
Photographs $17.70
George's Flowers $30.21
Legal Advertising - Cumberland County Law Journal $75.00
Legal Advertising - The Sentinel $124.26
House Cleaning $96.00
Reimbursement to Executrix $4,197.53
U-Haul Rental $1,572.90
Locksmith $2.65
Removal of Trees - Suncrest Gardens $248.68
Realtor Commission $5,700.00
Transfer Tax $950.00
Home Warranty $385.00
Reserves for contingencies $5,000.00
TOTAL ADM/NISTRATION EXPENSES $19,291.50
an ta ax ' 6
Federal Income fax Witheld on Washington Mutual IRA A and B $7,558.83
Balance of Fiduciary Income Tax and Preparation $4,764.80
TOTAL TAXES $12,323.63
Steven J. Fishraan $10,000.00
Marj orie Fiddler $15,551.63
TOTAL FEES AND COMMISSIONS $25,551.63
TOTAL PRINCIPAL DISBURSEMENTS AND RESERVES: $61,853.55
Balance before Distributions $213,143.05
Distributions to Beneficiaries (advance distributions)
Tangiable Personal Property $1,651.00
Tangiable Personal Prope~ $85.00
TOTAL DISTRIBUTIONS $1,736.00
Balance of Principal on Hand (before final distributions
to residuary beneficiaries) $211,407.05
6
AUL - Long Term Care Reimbursement $3,366.00
AUL - Long Term Care Reimbursement $4,590.00
Quest Refund $49.96
AAA Refund $51.00
State Farm Insurance Refunds $267.27
MBNA Refund $7.05
Amerihealth Refund $520.00
Agway Refund $394.13
Highmark Refund $53.00
Income Interest $4,747.49
Miscellaneous Income & Refund $5,481.82
Settlement Tax Reimbursement $550.46
TOTAL INCOME RECEIVED $20,078.18.
LESS INCOME DISBURSEMENTS $0.00
LESS INCOME DISTRIBUTIONS $0.00
NET INCOME ON HAND $20~078.18
7
TOTAL PRINCIPAL $274,996.60
LESS PRINCIPAL DISBURSEMEN $61,853.55
LESS DISTRIBUTIONS TO BENEFICIARIES $1,736.00
PRINCIPAL BALANCE $211,407.05
PLUS INCOME BALANCE + $20,078.18
COMBINED BALANCE FOR DISTRIBUTION $231,485~23
STATEMENT OF PROPOSED DISTRIBUTION TO BENEFICIAlly
Balance for Distribution (As Shown on Above)
Composed of CASH $231,485.23
TOTAL $231,485.23
Anne E. Olmstead, by Item 5 of her Last Will and Testament bequeatod her
residuary estate to the beneficiaries listed below, in the equal shares indicated:
~ Dis~ibution
Carleton College 1/6 Residue $38,580.87 $25,000.00 $13,580.87
One North College Street
Northfield, MN 55057-4075
Allison United Methodist 1/6 Residue $38,580.87 $25,000.00 $13,580.87
Church
99 Mooreland Avenue
Carlisle, PA 17013
Bosler Ree Library 1/6 Residue $38,580.87 $25,000.00 $13,580.87
158 West High Street
Carlisle, PA 17013
Daniel A. Pensak 1/2 Residue $115,742.62 $60,000.00 $34,948.13
15335 Beach Drive NE Less Inh. Tax -$20,794.49
Lake Forest Park, WA 98155 Net of Tax $94,948.13
Total Present Distribution: $75,690.74
STATE OF WASHINGTON :
COUNTY OF I :
Marjorie Fiddler, executor of the Estate of Anne E. Olmstead, late of the Borough of Carlisle
Cumberland County, Pennsylvania, deceased, being duly sworn according to law,
does depose and say that the foregoing Account and Statement of Proposed Distribution
to Beneficiaries is tree and correct, both as to items of charge and discharge, to the best of
her knowledge, information and belief.
MARIORI~FIDDLER Executor
Sworn to and Subscribed to
before me this day of ............. ~-- ....
NOTARY PUBLIC
(}0 '~ ~{2~r'~, 2004. STATE OF WASHINGTON
//'- /~. /~ THERESA R. CATT
Notary Public , ~,~-- -- ' ..................
10
Olmstead Estate
Residue Calculation
Fm~I.E~penses .......................................................... .$.~.~,~.:~.i ........................................ ~~~~
.~.~.~ ............................................ ~.~...~.~ ...........................................................................................................................................
T~es
Fees ~d Co~ission $25.551.63
Advance Dis~ibufions ~Dis~ibu~on
~le~n ~ge 1/6 Residue $38,580.87~ $25,000.00~ $13,580.87
~e No~ College S~eet
No,eld, ~ 55057-4075
~lison Umted Me~odist Chmh i'~)~'~'~d~ .................. : ........... ~i~j~'~"~'~ ................................... ~5~'~'6'66'66'"'""~i'5"gh6"h5
C~lisle, PA 17013
.......................................................... ~ ............................................ . ..................................... ~ ............................................................... . ..................................
Bosle~ Lib~ ~ 1/6 Residue $38,580.87} $25,000 00 $13 580 87
C~li~, e~ ~70~3 '~ .......................................................................................................................................................... ~ ................................
Daniel A. P~s~ ~ 1/2 Residue $115,742 62 $60,000 00 $34.948.1~
15335 Beth ~ve ~ ~ - IT P~ent ~ .................................
L~e Forest Park, WA 98155 Net of T~ $94,948.13
~ $75,690.74
JRD/June 30, 1992/17858
In Re: Estate of Anne E Olmstead : ORPHANS' COURT DIVISION
Late of Carlisle Borough : COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY
Estate No.: 21-01-1014 : PENNSYLVANIA
:
: NO. 21-01-1014
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Marjorie Fiddler
Counsel for Personal Representative:
Date of Decedent's Death: 10/27/2001
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 11/08/04 Glenda FLer Strasb~
Clerk of the Orphans' Court
Distribution: Personal Representative
Estate File
A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to
the hearing date, the hearing will automatically be cancelle~~~ ~,~:~k
Ge~e~· t~I° t~er,~'~P' J' ~ ~
COMMONWEALTH OF PENNSYLVANIA
OFFICE OF ATTORNEY GENERAL
Gerald J. Pappert November 4, 2004
Allorney General
Charitable Trusts and
Organizations Section
14m Floor, Strawberry Square
Harrisburg, PA 17120
(717) 783-2853
(717) 787-1190 (Fax No.)
Hamilton C. Davis, Esquire -
Law Offices of Zullinger-Davis
Professional Corporation
20 East Burd Street, Suite 6
P.O. Box 40 --:
Shippensburg, PA 17257
RE: ESTATE OF ANNE E. OLMSTEAD
Dear Mr. Davis:
This will acknowledge receipt of your letter dated October 20, 2004
regarding the above-captioned matter.
After reviewing the First and Final Account, Inheritance Tax Return and
Last Will and Testament, I have no objection. At your earliest convenience,
kindly forward a copy of the Court's executed decree or the fully executed
releases, whichever method you employ.
Please be advised that the above review was made pursuant to the
parens patriae function of this office and has no bearing on any matter
unrelated to that function.
Sincerely yours,
Thomas M. Devlin
Senior Deputy Attorney General
TMD/mlm
BUREAU OF ZND'rVZDUAL TAXES
[NHERTTANCE TAX DTV1'STON
DEPT. 280601
HARR'rSBURG, PA 17128-0601
COHMONt~EALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ZNHERTTANCE TAX
STATEMENT OF ACCOUNT
RE¥-I&07 EX AFP
'04
STEVEN J FISHNAN ESQ
SALZMANN ETAL
95 ALEXANDER SPG RD
CARLISLE
DATE 10-12-200q
ESTATE OF OLMSTEAD
DATE OF DEATH 10-27-2001
FILE NUHBER 21 01-101q
COUNTY CUMBERLAND
ACN 101
Amoun~ Remi'l:'~:ed
ANNE E
HAKE CHECK PAYABLE AND REHZT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credi~c ~:o your account:, subm/~: ~he upper portion of ~his fora wi~h your ~cex payment.
CUT ALONG TH'tS L'rNE ~ RETA]:N LOitER PORT*rON FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03) ##~ ~rNHERZTANCE TAX STATEHENT OF ACCOUNT
ESTATE OF OLHSTEAD ANNE E F'rLE NO. 21 01-101q ACN 101 DATE 10-12-200q
THIS STATEMENT 'rs PROVIDED TO ADV.rSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHO#N BELOW
TS A SUMMARY OF THE PRZNC.rPAL TAX DUE., APpLI'CAT'rON OF ALL PAYMENTS, THE CURRENT BALANCE, AND.. 'rF APPL'rCABLE,
A PROJECTED 'rNTEREST F'rgURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-02-2005
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
21,888.9q
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
1,09q.qS
01-2q-2002
09-2q-200q
CD000790
REFUND
.00
$0,000.00
9,205.51-
.rF PA/D AFTER TH'rS DATE, SEE REVERSE
S'rDE FOR CALCULAT/ON OF ADDZT'rONAL 'rNTEREST.
( ZF TOTAL DUE 'rS LESS THAN $1,
NO PAYMENT 'rS REQU'rRED.
ZF TOTAL DUE IS REFLECTED AS A "CRED/T" (CR),
TOTAL TAX CREDIT 21,888.9q
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF TH'rS FORM FOR 'rNSTRUCTI'ONS. )
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ANNE E. OLMSTEAD
Date of Death: October 27, 2001
No. 21-01-1014
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 x No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete: undetermined
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
x 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 x No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be~_filed with the Orphan's Court and may be
attached to this report.
Date: 11/15/04
I TM, SALZMA/NN HUGHES & FISHMAN PC
/ Steph¢ J. Fishman, Esquire
\ Name/(~61ease type or print)
;,_ ~, 9~Alexander Spring Road, Suite 3
~.'".~ ~ddress
~ Carlisle, PA 17013
City, State, Zip
~ (717) 249-6333
::~. Telephone Number
.... ~ Capacity: Personal Representative
~ . ~ X Counsel for Personal Representative
Cumberland County - Register Of Wills
One Cou~thouse Squa~e
Carlislet PA 17013
Phone: (717) 240-6345
Date: 9/15/2005
FIDDLER MARJORIE
2519 NW 192ND PLACE
SHORELINEt WA 98177
RE: Estate of OLMSTEAD ANNE E
File Number: 2001-01014
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 RULESt NO.
103 SUPREME COURT RULES DOCKET NO. It for decedents dying on or after
July It 1992t the personal representative or his counselt within two
(2) years of the decedent's deatht shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/27/2005
Your prompt attention to this matter will be appreciated.
Thank You.
SincerelYt
~, V # '~~N~jI
~ ~/~j ~_.;:r'-'
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GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
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:1001 -0 I
Estate No.:
Pursuant to Rule 6.12 of
1
to
1 . Stnt~. \vh,ether
~
estate 1$
2. If the answer is No, state \vben the
be
3 . If ans\ver to
1 is
state the
a.
b.
No,
c. Did
state an account
to
lt1
c,
accou\'1ts
attached to
I)ate: Clt ~~t D~
Si~a~ ~
~o"il' h dd ler
Name
_~~._._d~J~_........... .N~L.,.,.......~1~-_f{
S~ek \AtA 9?? l11
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ROGER M. MORGENTHAL
ATTORNEY AT LAW
2450 EAST SA YBERRY DRIVE
HARRISBURG, PENNSYLVANIA 17112-6015
E-MAIL: rogerm2450@comcast.net
(717) 671-8754
FAX (717) 671-8755
January 9, 2003
Register of Wills
Attn: Sue
Cumberland County Courthouse
One Courthouse Square
Carlisle P A 17013
..--'
;-~
-'
Ladies and Gentlemen:
This will confirm that I have withdrawn from representation of th.e folIo.
estates, which are now being represented by Salzmann, DePaulis & Fishman, PC:
Estate of Arthur Herr
Estate of Anne E. Olmstead / ~ / - 0 j - 10) 'I
Estate of Ida G. Skelly
Thank you for your attention to this matter.
Very truly yours,
~;U~
Roger M. Morgenthal, Esquire
\.., 17-/9- ~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
JILE NUMBER
(COUNTY
ACN
09-09-2003
OLMSTEAD
10-27-2001
21 01-1014
CUMBERLAND
101
. \..1
Lj
STEVEN J FISHMAN ESQ
SALZMANN ETAL
95 ALEXANDER SPG RD 3 i
CARLISLE PA 170i3
*'
REV-1547 EX AFP (01-U5)
ANNE
E
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
95.000.00
123.454.75
.00
.00
63.794.31
.00
28.783.69
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V =is"4-j-iic--iF'P--((ff=oii--NCifici--OF-':fNHiiiiTAirci-y-AirAPPRAisii'-ENT~--ii:.l-owAirci-o-i----------- - -- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OLMSTEAD ANNE E FILE NO. 21 01-1014 ACN 101 DATE 09-09-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
(9)
(10)
46,478.13
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
311,032.75
49.529 92
261,502.83
115,576.57
145,926.26
(19)=
.00
.00
.00
21,888.94
21,888.94
3.051.79
(11)
(12)
(13)
(14)
.00 X 00 =
.00 X 045=
.00 X 12 =
145,926.26 X 15 =
TAX CREDITS:
. n..._. ,. KC\,.C.LI" I T+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
01-24-2002 CDOO0790 1,094.45 30,000.00
TOTAL TAX CREDIT 31,094.45
BALANCE OF TAX DUE 9,205.51CR
INTEREST AND PEN. .00
TOTAL DUE 9,205.51CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A '"CREDIT'" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
A~Yle E. 0 \~~te~
[)/
oK
Date of Death: 10 -~1- aool
Will No.: ~ t - 0 I - 10 I if
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 whether administration of the estate is complete:
Yes 0 No ~
2. lfthe answer is No, state when the personal representative reasonably believes
that the administration will be complete: 10 - at ... ~oo 1
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 0
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 0 No 0
c. 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.
Date:~l\aoo.3 . "l11"':_"_~
~
Nam~~ or, e. Fi cU lex-
~st'l Nw L9 ~ fL.
~~1~ WA- qgl17
Address
(')..Cb) s4 ~ - ;;1,:3 <) Lf-
Telephone No.
Capacity: A9 Personal Representative
o Counsel for personal representative
---4, JRD/June 30, 1992/17858
o \ -lO \ Y
NO V {J; 3 2004
Estate No.: 21-01-1014
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Anne E Olmstead
Late of Carlisle Borough
NO. 21-01-1014
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Marjorie Fiddler
Counsel for Personal Representative:
Date of Decedent's Death: 10/27/2001
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 11/08/04
~.~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Estate File
~~ lD,.?OOit- q:3u ~.M.
A hearing is scheduled for at in Courtroom No.3. If the Status Report is filed prior to
the hearing date, the hearing will automatically be cancelled.
Ge
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citY..&ite::~/P+4
See Reverse 0
· Complete items 1, 2, and 3. Also complete
item 4" Restricted Delivery is desired.
· YOUr name and address on the reverse
'we can retum the card to you.
is card to the back of the mailpiece,
front if space P8r'mits.
.....
MARJORIE
FIDDLNEWR 192ND PLACE
2519 8177
SHORELINE WA 9
2. Artfae Number
(1',..,." from MtWce label)
PS Fonn 3811, February 2004
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C Registered C Retum Receipt for Merchandise
C InSUred Mail a C.O.D.
4. Restricted Delivery? (ExtJa Fee)
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Domestic Retum Receipt
7003 1010 0001 1204 1434
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102595-02-M-1540
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-1U7 EX AFP (01-05)
'Ol~ I. it'." f 9 '\ ,-, '"' 3
.q. i\;UV - hO :L
STEVEN J FISHMAN ESQ
SALZMANN ETAL
95 ALEXANDER SPG RD.$
CARLISLE FCA\ tl7.tH3
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-12-2004
OLMSTEAD
10-27-2001
21 01-1014
CUMBERLAND
101
ANNE
E
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE3 PA 17013
NOTE: To insure proper credit to your account3 subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V:i6Cfj-E:X-AFP-(Cff.:03f------...-iNirERi~..-ANCE--yA3r-STAfiiiE-Ny-ifF-AC-Couiif--...---------------- -----
ESTATE OF OLMSTEAD ANNE E FILE NO. 21 01-1014 ACN 101 DATE 10-12-2004
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE3 APPLICATION OF ALL PAYHENTS3 THE CURRENT BALANCE3 AND3 IF APPLICABLE3
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-02-2003
P R I NC I PAL TAX DUE: ...........................................................................................................................................................................................................................
213888.94
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-24-2002 CDOO0790 13094.45 303000.00
09-24-2004 REFUND .00 9,205.51-
TOTAL TAX CREDIT 213888.94
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
/' ( IF TOTAL DUE IS LESS THAN $13
:=J NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)3
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
1"
r;;2{- d. lOlL!
NOV 0 8 2004
COMMONWEALTH OF PENNSYLVANIA
OFFICE OF ATTORNEY GENERAL
Gerald J. Pappert
Attorney General
November 4, 2004
Hamilton C. Davis, Esquire
Law Offices of Zullinger-Davis
Professional Corporation
20 East Burd Street, Suite 6
P.O. Box 40
Shippensburg, PA 17257
Charitable Trusts and
Organizations Section
14th Floor, Strawberry Square
Harrisburg, PA 17120
(717) 783-2853
(717) 7.a7-~ 1190 (Fax No.)
~... .J' "_ "
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CJ
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,._, I
RE: ESTATE OF ANNE E. OLMSTEAD
Dear Mr. Davis:
This will acknowledge receipt of your letter dated October 20,2004
regarding the above-captioned matter.
After reviewing the First and Final Account, Inheritance Tax Return and
Last Will and Testament, I have no objection. At your earliest convenience,
kindly forward a copy of the Court's executed decree or the fully executed
releases, whichever method you employ.
Please be advised that the above review was made pursuant to the
parens patriae function of this office and has no bearing on any matter
unrelated to that function.
Sincerely yours,
~tI1U~
Thomas M. Devlin
Senior Deputy Attorney General
TMD / mlm
J
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
ANNE E. OLMSTEAD
Date of Death:
October 27. 2001
No. 21-01-1014
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 x No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete: undetermined
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
x 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 x No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Cle Orphan's Court and may be
attached to this report.
HUGHES & FISHMAN PC
Ste h J. Fishman Es uire
Name lease type or print)
9 ~lexander S rin Road Suite 3
adress
Carlisle. P A 17013
City, State, Zip
(717) 249-6333
Telephone Number
Personal Representative M.
X Counsel for Personal Representati~
Date: 11/15/04
,"-
C"\
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.-
~
~
Capacity:
J
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/15/2005
FIDDLER MARJORIE
2519 NW 192ND PLACE
SHORELINE, WA 98177
RE: Estate of OLMSTEAD ANNE E
File Number: 2001-01014
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: 10/27/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FAP~ER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
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Name
f\i\V\f~ E. Olll\A C, t.p{1 L-____~~~..___
Date of Death: _~t!1=_'1l~QO J
Estate No.: _~_ot-o LQlt
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
v'lith respect to completion of the administration of the abo\re-captioned estate:
1. ~~~etherN~islration of the estate is complete:
2. If the ans\ver is No, state when the personal representative reasonably believes that
the administration ",till be complete:
3. If the ans\ver to No.1 is Yes, state the follmving:
a. Did ~."".,.".e. per..,$.. 0....na1 representative
~ NoD
b. The separate Orphans' Court
accoUt"1t is:
c. Did the
in terest?
No 0
a final account \\1fu the
(if any) for the personal
state an. account
to th.e
In
c. Copies of receipts. releases,joinders and approval of fort'nal or informal
aCColh1ts maybe filed \vith the Clerk or the Orphans' Court and may be
att:ached to this report
Date: ql1-~l O~
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