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Home My WebLink About02-0390 PETITION FOR PROBATE & GRANT OF LETTERS Estate of MIRIAM N. WAUGAMAN No. 21-02- 3qD also known as To: Register of Wills for the , deceased. County of Cumberland Social Security No. 171-28-4057 Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioners, who is 18 years of age or older and the Executor named in the Last Will of the above decedent dated September 14 ,2001, and codicils dated none, 19~ The Executor named none died . Renunciations for none attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 442 Walnut Bottom Road. Carlisle BorouQh Decedent, then ~ years of age, died Carlisle. PA April 2 ,2002, at Thornwald Home. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Wil! 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 PAl All personal property (If not domiciled in PAl Personal property in PA (If not domiciled in PAl Personal property in County Value of real estate in Pennsylvania, situated as follows: 308 North Middlesex Road, Carlisle, Middlesex Township. PA 17013 $225.000.00 $ $ $139,900.00 WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith and the grant of Ie testamentary thereon. Signat and Residence(s) etiti ner(s): n Paul W, Fulmer 140 Green Ridqe Road Carlisle, PA 17013 717-766-3843 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss 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 Petitio r(s) and that as p. rsonal representative of the above decedent, petitioner(s) will well and truly administer state according a. Sworn to or affirmed and subscribed before me this 15th day of ;11 . 2002. ~ (~...~n.n/.o~/4~('-7' Register /' Paul W. Fulmer \'\-51-11 No. 21-02- 3'lo Estate of MIRIAM N. WAUGAMAN , deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, April 16, . 2002, 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 September 14, 2001 described therein be admitted to probate and filed of record as the Last Will of Miriam N. Wauqaman ; and Letters Testamentarv are hereby granted to Paul W. Fulmer FEES Probate, Letters, Etc. . . . . . . . $ 305.00 Short Certificates(-3- ) . . . . $ 9.00 Renunciation(s) .. . . . . . . . . . $ JCP .. . . . . . . . . . . . . . . . . . . $ 5.00 Other Will Paqes (-2-) .... $6.00 TOTAL: .... $ 325.00 Filed. A-:l.q-:~99?................ call attyon 4-16-02 ~/tiW"'c7~u.~",uj Cd "AqA'(r .l~e . terofW s I IN Iv1CKNIGf~lH~GHES 3, Ro er . Ir in Es uire 06282 ATTO NEY Sup. Cl. 1.0. No.) 60 West Pomfret St" Carlisle. PA 17013 ADDRESS 717-249-2353 PHONE ~~ ~J"",' ~ :::1 :r> :g ,""-.J U1 V ~.-d G~ co . ,.~n, "T' 'I '.:':('. 'f h t the inform.ltion here ('riven is correctly copied from an original certificate of death duly filed with liS IS to cert! y taL b', V' l R dOff! ~ t flli g Local Registrar. The orlglnal certitlcatc will be forwJrded to the StJte Ita eeor s ,ICe or permanen tn. WARNING: It is illegal to duplicate this copy by photostat or photograph. me as P 8169508 l~'~~FPi,t,~-.-_. /"~y~4'<F'\ \\~_ IIi& .....~~ f::t;!~!J!' \~\ ~ ~r , __ , ,I~~ ~ ~i f~~._ .:'Ij;;~ l*\- .' '''~". -~,*~ l &\ - -,-- " /~l "\~~ - /-$)/ ~~-~~~'MEN1-~\~;'lll '~"""''''NN'''JlIIII!1 l1',_~. ~~c&.~ Local Registrar Fec for this certificate, $2.00 APR 3 2002 No. Date Hl05.1.:JRev,2la7 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. "ITAL RECORDS CERTIFICATE OF DEATH on 0<1 Cumberland ~ Carlisle Borc. !1Jll'I'Il!NUIoOMIII SOCI~l seCUAITY '-lUl,lUA '" '" ~AME OFOECEOEHT!f...._ r.l_. L~ ,. Miriam N. Wau AGEll"~ UHOERIYVoR - .... aman IJNOIEA1D1f1 .......1-.... 171 28 - 4057 D~TEOFDEIlfH.M",.,.O"'.._1 .. 4/2/2002 86 .,.... COlINT'I'OFDE.Ill'H IIIIRT~I.C~_ siiVer"'gp~gs ,. Cumb.Cnt. PA I'AClllTYtlAME(Ilnol"""""""'.o;lM...._....-. g::.,o oECEOEHT'S USUAl. OCCUMJIOfoI ~"'::':~",,':t'::~:T . ilL Office Worker tl..C.H. Masland & OEC€Of:I(f.SM~ADDI'lESS(Sll-"'-OIyI'boon.~lIpCodel OECEOENT'S """.. AESIOEI'a - ~-- KI~DOF8USlNESSIl~DUSTA.,. -"""'" (II-.OW"__ So 442 Walnut Bottan Rd. Carlisle, PA 17013 ,. F.tlIl4EIfSNAME1'...._.L~ I. W" Soott Ness _()AM,At(T"S_(T~ Paul W. Fu1rrer OFOIS TlOH ~O =~.~iorIO .......1tanI&_0 " SlGHAJl/M'OF' lh.SIaM .. - ~.. QlTTlhPrl::\nn ......1 1?d.CX':;..,-:::;':::oI' Carlisle MOTHE,,'SNAM!(I'o,1. M<<It, _Su/"'*""-l 1" Fannie E. Basehore lNFCI'IIoWf'i'~IoUoI..lMO.IlDDM.SlllSlf..e.DlyIToroon.sa..lipc::or-l 140 Green Rid Rd., Carlisle, PA 17013 I'I.AoCE OfF D1SPOS1TTON - '-- ale--.., er.....-., ._- - ,~. - ,)It. E DEAO~~.o.v.'Iut) ~ So !::lSIS ,~-. '-- :...-_- , i f'll,RTII, Olh.-.....-..____.............._.IIUI lIClII........iIIl1lO1......."..._OO--IrII'MTI, .."""""'.......,.tory......_...,....,/aII", l: W€AEAUlOPSl'F~ -"""EP'AlOfITO COMPI.€TlCIHOFCAUSf: "'''''"'' DI."E"'/Opl.osACONSEOUt:NCEOf): OU(TO(OIlAS~CONSEOUENCEOI'):- ~O -. ...- ..... rP o o DATEOFINJUAY !-.ao,.._> TIMEOFINJUAV OESCRleEHOWIN./UIIYOCCUAFIEO. MANNEAOI'OERH _0 - p......_19MiGn C<:luId.....~ o o o Pl.lCEOFINJURY."._...""........lactory.0""", M. lIu-.g,_.cSpec.h.l _. - - CEIlTlPIl!.AIClI<<:I<<ltliyor-.-t .Cll!.lfFIl'YIIIO"'"SICI......(Ph_cetllf'rnJca.-d___~_Il'~_ono~"""""'''''~...2':ll .,......_'"'''''.~.d..''''''''''__.._".''.Ml.>.nof__.....'''''.. H. "" 1'5, "MI!.OICAl.UAUIHERlCOI'lOHEA On the b..~of'..mj""lon .ndlOl'h......II9.llon.1ft my opl"ion.""lh oecurrllCl 11th Ii..... d.I".nd pl....._du.t<lI.h4.....M(..\..... -.."'-.................................................................................................. ". FlEGISTRAP,'SS '?""~. ~tu.~ ~,\~\,OI LICE .o...~ 01 Jl!::)L NJo.I.lI! ~~D ~DOAESSOl' I'tA:SC:lN WIfOCOMPlETED CAUSE 01' Dl!Al"tl (llotm271T'fPeOl'PflIll ~ \.Qy- o ~""'0~Sl>- ~ n. D...TEI"LDI.......",O"._, t:'I~;.,\ 3,"'Mrl-. CG\.r<U ~, C't4 110(.1 .~ANDCI!RTtnlNOPKl'SIClAM~.I:<;MII~O>>O"'ondc.....,.,...IO~"'ON"" Tto""'_"'....,.~~."'".thOC:c......,.I"""_,......._,._.__\1>""c.....,.I.I'Ml....nn.....t.I..._. ,.. LAST WILL AND TESTAMENT 2/- 02..- 5QO I, MIRIAM N. WAUGAMAN, of Middlesex Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. I. I direct my executor to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executor to sell any realty owned by me at my death and not specifically devised herein at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do ifliving. 3. I devise and bequeath all of my estate of every nature and wherever situate as follows: (a) Myoid cherry round back chair and the Ten Commandments with the Lord's Prayer and frame to my son, STEVEN S. FULMER; (b) Myoid marble top table, the old antique Singer sewing machine, two diamond rings, gold necklace, antique gold and diamond necklace and two antique picture frames to my daughter, SUZANNE L. SHUMAN; (c) Myoid umbrella stand and my grandfather clock to my son, PAUL W. FULMER; and (d) All the rest, residue and remainder to be divided between PAUL W. FULMER, SUZANNE L. SHUMAN and STEVEN S. FULMER, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 4. I nominate and appoint PAUL W. FULMER to be the Executor of this my Last Will and Testament; he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint ROGER B. IRWIN, as substitute Executor, also to serve as such without bond, with the same powers as are given herein to my original Executor. 5. I hereby suggest that my personal representative retain the services of Irwin, McKnight & Hughes, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of September, 2001. llf" L ) J~~ h. {t lU(~44{ (:11 L- MIRIAM N. W GAMAN (SEAL) Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said person's presence and in the p='~' of=h ""'" ruw' '''"'"'''" '" ~ "~~ e~rgwi~ 2 ACKNOWLEDGMENT AND AFFIDAVIT WE, MIRIAM N. WAUGAMAN, CHERYL L. CLELAND and MARTHA L. NOEL, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being fIrst duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will, and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. ~~LfV~~ MAR A L. NOEU COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by MIRIAM N. WAUGAMAN., the testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L. NOEL, witnesses, this ~ day of September, 2001. N rial Seal Bogs . rwin, Notary Public Carlisle Boro, Cumberland County My Commission Expires Oct. 3, 2004 Member, PennsylVaniaAssociationOfNolBries \:' '02 I\?\\ -4 p}'\ '.')6 (>';';0, ~~\ ,\ "n'Li ~ ~ ~ 0 0: <'l *"" c5 0; - ..n g ~o;g ~ l- I- 0 - e> if) I- ..n:", \3 0 Ul III 0- "a~ c1\ tJ ~ " .J. ~ i~~ t::S ~ 0..- :J 0 I- '" ~ '" :t .. '" Z 0 ..... ~ ::> - 0 ~ t::S ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: MIRIAM N. WAUGAMAN Date of Death: APRIL 2. 2002 21-02-0390 Estate No.: 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 Mav 30. 2002 Name Address Paul W. Fulmer Steven S. Fulmer Suzanne L. Shuman 140 Green Ridge Road. Carlisle. P A 17013 29 HE" Street. Carlisle. P A 17013 398 Fineneedle Drive. Newport. FA 17074 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none. Date: 05/30/02 .~'3.~ Signature // IRWIN, McKNI HUGHES Name Roeer B. Irwin. Esauire Address 60 West Pomfret Street Carlisle. PA 17013 f'- Telephone (717) 249-2353 Capacity: Personal Representative c...... X Counsel for Personal Representative "J P -,......... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,280601 HARRISBURG, PA 17128~0601 REV-1162 EX(11-96} RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT IRWIN ROGER B ESQ 60 W POMFRET ST CARLISLE, PA 17013 n_h_u fold ESTATE INFORMATION: SSN: 171-28-4057 FILE NUMBER: 2102-0390 DECEDENT NAME: WAUGAMAN MIRIAM N DATE OF PAYMENT: 06/28/2002 POSTMARK DATE: 00100/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/02/2002 NO. CD 001351 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $17,544.67 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ROGER B IRWIN ESQUIRE CHECK# 18680 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $17,544.67 MARY C. lEWIS REGISTER OF WillS c....- OFFICIAL USE ONLY REV-1500 EX f (6~OO) REV-1500 17~ 51 - I I INHERITANCE TAX RETURN FILE NUMBER COMMONWEALTH OF PENNSYLVANIA 21-02-0390 DEPAATMENT OF REVENUE RESIDENT DECEDENT DEPT. 280601 COUNTY CODE YEAR NUMBER HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MtDOlE INITIAL) SOCIAL SECURITY NUMBER 0 Waugaman Miriam N. 171-28-4057 E C DATEOF DEATH (MM-OD-YEAR) DAlE OF BIRTH (MM-DD-YEAA) THIS RETURN MUST BE FILEDIN DUPLICATE WIlH THE E 0 04/02/2002 04/03/1915 REGISTER OF WILLS E (IF AP LICABlE) SURVIVING SPOUSE' NAME (LAST, FIRST, AND MI[.IOI.E INITIAL) SOCIAL SECURITy NUMBER N T ~ 1. Original Return Z. "?p'emenl" Re',," B 3. . (date of death '""'""' Remainder Return pnor to 12-13-82) CAPB X' 4. Limited Estate '---' 4.. Future Interest Compromise (date of death after 12- 12-82) 5. Federal Estate Tal( Return Required HpRL 6. Decedent Diedlestate ~ 7. Decedent Maintained a Living Trust ~ S. Total Number of Safe Deposit Boxes EplO -= CRAC (Attach copy of Will) (Attach copy of Trust) KOTK o 9. Litigation Proceeds Received 010. 0 ES Spousal Poverty Credit 11. Election to tax under Sec. 9113(A) (date of death between '2.<31-91 and 1.1~95) (Attach Sch 0) 11iIS.SECTI()".MOST.llE.C()1>4P~'A~~Cl)R!lESl'()NDENCj;l~PN"IDEN'flAtTAX..'NFORM....'nO/ol.$!j()ULDlle.DIIlI1CTEIl..TP' P NAME COMPLETE MAIL.fNG ADDRESS C 0 0 ROl1:er B. Irwin Esa. 60 West Pomfret Street R N FIRM NAME(lt Applicable} West Pomfret Professional R 0 Bldg. E E IRWIN McKNIGHT & HUGHES Carlisle, PA 17013 S N T TElEPHONE NUMBER 717 /?49-?3~3 1. Real Estate (Schedule A) (1) 139,900.00 OFFICIAL USE ONL. y Z. Stocks and Bonds (Schedule B) (Z) 11,499.69 3. Closely Held Corporation, Partnership ar (3) /f.;ne Sole-Proprietorship . 4. Mortgages & Notes Receivable (Schedule D) (4) None !l 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 256,604.12 E (Schedule E) ~,~' C A 6. Jointly Owned Property (Schedule F) (6) None P 0 I Separate Billing Requested T 7. loter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 42,000.00 U .. L (Schedule G or L) " <, A T 8. Total Gross Assets (total Lines 1-7) (8) 450,003.81 I 9. Funeral Expenses & Administrative Costs (Schedule Hl (9) 38,761.35 0 N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule l) (10) 841. 01 11. Total Deductions (total Lines 9 & 10) (11) 39,602.36 12. Net Value of Estate (Line 8 minus Line 11) (IZ) 410,401.45 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 410,401. 45 C SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0 M T P 15. Amount of Line 14 taxable at the spousal tax U A T rate, or transfers under Sec. 9116(aX 1.2) X .0 0 (15) 0.00 X A 16. Amount of Une 14 taxable at lineal rate 410,401.45 X .0 45 (16) 18,468.07 T I 17. Amount of Line 14 taxable at sibling rate X .12 (17) 0.00 0 N 18. Amount of Line 14 taxable at coUatera! rate X .15 (18) 0.00 19. Tax Due (19) 18,468.07 ZOo 'n Fi;BI1~I(Ht;!IE1FXt)~'>>.Il!l.RI1I.ii\.l!l$tl"lil."!IlSFI!!tt)t)FAN.o~IlI!"'YI;!$'f.....1 > > BE SUl\E TO ANSWER ALL QUESTIONS ON REVERSE.SfDE ANO TO RECHECK MA11i < < Copyright (c) 2.000 form software only The Lackner Group, Inc. FormREV-1500 EX (Re..... 6-00) REV-1S02 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Miriam N. Waugaman SS# 171-2B-4057 04/02/2002 21-02-0390 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 knowledQe of the relevant facts. Real property which is jointly-owned with riftht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH 1 30B North Middlesex Road, Carlisle, Cumberland County - sold 139,900.00 04/19/2002; settlement sheet attached SCHEDULE A REAL ESTATE TOTAL (Also enter on line 1. Recapitulation) $ 139,900.00 (I( more space is needed, insert additional sheets of the same size) Copyright (c;) 1996 form software only CPSystems, Inc, Form REV-1502 EX (Rev. 1-97) REV -1503 EX + (1-97) SCHEDULE B STOCKS & BONOS COMMONWEALTH OF PENNSYLVANIA iNHERlTANCETAX RETURN RESIDENT DECEOE:NT ESTATE OF Miriam N. Waugaman 551! 171-28-4057 04/02/2002 All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21-02-0390 ITEM DESCRIPTION VALUE AT DATE NUMBER UNIT VALUE OF DEATH 1 1,134.092 shares Prudential Financial Investments 10.14 11,499.69 TOTAL (Also enter on fine 2, Recapitulation) 11,499.69 (It more space is needed, insert additional sheets of the same size) copyright (c11996 fQrmsoHwar~on\y CPSy'S\ems, Inc. Form. REV-1S03 EX (Rev. HH) REV-150a EX + (1-97) COMMONWEALTH OF PENNS'I'LVA.NIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Miriam N. Waugaman SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY 55ft 171-28-4057 04/02/2002 FILE NUMBER 21-02-0390 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 NUMSm 1 DESCRIPTION Allfirst, relationship checking VALUE AT DATE OF DEATH 51,252.87 2 Citizens Bank, #180-070-6747 213 . 93 3 Citizens Bank, #18-A63518-C 5,008.14 4 First Union, certificate 72,649.42 5 First Union, checking 1.00 6 M&T Bank, certificate 102,281.12 7 Miscellaneous personal property sold & distributed 12,238.50 8 U5 Savings Bonds, series E, $50.00 (list attached) 12,959.14 TOTAL (Also enter on line 5, Recapitulation) $ 256,604.12 (If more space is needed, insert additional sheets of the same size) COpyright {c) 199f, form sotlwareonly CPSystems, Inc. Form REV~1508 EX (Rev. 1+97) REV-1510 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERlTANCEi/V( RETURN RESIDENT DECEDENT ESTATE OF Miriam N. Waugaman SSIf 171-28-4057 04/02/2002 This schedule musl be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. FILE NUMBER 21-02-0390 DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRAN1fEREE THEIR DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE RElATIONSHIP TO DECEDENT AND THE ATE OF TRANSFER. NUMBER ATrACH A COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 Brad Fulmer, grandson, cash 10,000.00 3,000.00 7,000.00 12/19/2001 2 Clyde Shuman, son-in-law, 10,000.00 3,000.00 7,000.00 cash 12/19/2001 3 Marti Fulmer, 10,000.00 3,000.00 7,000.00 daughter-in-law, cash 12/19/2001 4 Paul Fulmer, son I cash 10,000.00 3,000.00 7,000.00 07/20/2001 5 Steven Fulmer, son, cash 10,000.00 3,000.00 7,000.00 07/02/2001 6 Suzanne Shuman, daughter, 10,000.00 3,000.00 7,000.00 cash 07/02/2001 TOTAL (Also enter on line 7. R~capitulation) S 42,000.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems. Inc. Form REV-1StO EX (Rev. 1-97) REV-1511 EX+(1~97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Miriam N. Waugaman SSfl 171-28-4057 04/02/2002 FILE NUMBER 21-02-0390 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES, 1 Ewing Brothers Funeral Home 7,469.40 2 Grace United Methodist Church 297.00 B. ADMINISTRATIVE COSTS, 1. Personal Representative's Commissions Name of Personal Representative(s) So<:ia! Security Number(s) / EIN Number at Personal Representative(s) Street Address City State Zip - Year(s) Commission Paid: 2. Attorney's Fees IRWIN McKNIGHT & HUGHES 15,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip - Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 325.00 5. Accountant's Fees 6. Tax Return Pre parer's Fees 7. Other Administrative Costs 1 Brickers Auction, auction fee 1,660.00 2 Cumberland Law Journal - estate notice publication 75.00 3 Register of Wills - add it i onal probate fee 35.00 4 Register of Wills, filing fees 25.00 5 Settlement charges on sale of real estate 13 ,285. 05 6 The Sentinel - Legal - estate notice publication 89.90 TOTAL (Also enter on line 9, Recapitulation) $ 38,761. 35 (If more space is needed, insert additional sheets of the same size) CopyrIght (el 1996 form software only CPSystems.lne. form REV-1511 EX (Rev. 1-97) REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANce TAX RETURN RESIDENT DECEDENT ESTATE OF Miriam N. Waugaman SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS 551ft 171-28-4057 04/02/2002 FILE NUMBER 21-02-0390 Include unreimbursed medical expenses. ITEM NUMBER 1 Pharmerica DESCRIPTION AMOUNT 548. 50 2 PP&L 36.17 3 United Church of Christ Homes 256.34 TOTAL (Also enter on line 10, Recapitulation) $ 841.01 (If more space is needed, insert additional sheets of the same size) Copyright (c) 199610rm software only CPSystems, Inc. Form REV-1512 EX (Re>t. 1-97) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEOI;;:NT ESTATE OF Miriam N. Wau~aman SCHEDULE J BENEFICIARIES SS!I 171-28-4057 04/02/2002 NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under See, 91 16(a)(1.2)) 1 Paul W. Fulmer 140 Green Ridge Road Carlisle, PA 17013 2 Steven S. Fulmer 29 "E" Street Carlisle, PA 17013 3 Suzanne L. Shuman 398 Pineneedle Drive Newport, PA 17074 RELATIONSHIP TO DEC\,DENT Do Not List Trust__(s) Son Son Daughter FILE NUMBER 21-02-0390 AMOUNT OR SHARE OF ESTATE 1/3 remainder 1/3 remainder 1/3 remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON. TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON. TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Copyright (e) 2000 form software only The Lackner Group, Inc. 0.00 Form REV-1513 EX (Rev. 9-00) LAST WILL AND TESTAMENT I, MIRIAM N. WAUGAMAN, of Middlesex Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executor to sell any realty owned by me at my death and not specifically devised herein at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. as follows: I devise and bequeath all of my estate of every nature and wherever situate (a) Myoid cherry round back chair and the Ten Commandments with the Lord's Prayer and frame to my son, STEVEN S. FULMER; (b) Myoid marble top table, the old antique Singer sewing machine, two diamond rings, gold necklace, antique gold and diamond necklace and two antique picture frames to my daughter, SUZANNE 1. SHUMAN; (c) Myoid umbrella stand and my grandfather clock to my son, PAUL W. FULMER; and (d) All the rest, residue and remainder to be divided between PAUL W. FULMER, SUZANNE L. SHUMAN and STEVEN S. FULMER, share and share alike, the child or children of any deceased child taking the share their parent would have taken ifliving. 4. I nominate and appoint PAUL W. FULMER to be the Executor of this my Last Will and Testament; he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint ROGER B. IRWIN, as substitute Executor, also to serve as such without bond, with the same powers as are given herein to my original Executor. 5. I hereby suggest that my personal representative retain the services of Irwin, McKnight & Hughes, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this It!' day of September, 200 I. l1:l. .. L i ( IL~iRiA~ ~.'~~dX~~' (SEAL) Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. ~ e~ 1;r;:Z~~/' 2 ACKNOWLEDGMENT AND AFFIDAVIT WE, MIRIAM N. WAUGAMAN, CHERYL L. CLELAND and MARTHA L. NOEL, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will, and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by MIRIAM N. WAUGAMAN., the testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L. NOEL, witnesses, this IV' day of September, 2001. l/~\ /). ctL,- ' ;Not.ry Public ,\ .,~, N rial Seal R,ager &.- rwin. Notary Public CMlSle Boro. Cumberland County My Commission Expires Oct. 3. 2004 Member, PeonsylVaniaAssociationOf Notaries L . "t-r A. B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.~FHA 2-D FmHA 3.0CONV. UNINS. 4.0VA 5.0CONV.INS. I 6. ~'~~~58-02 : If. ~~~~~6359 : SETTLEMENT STATEMENT 8. MORTGAGE INS CASE NUMBER: <.;. NVIt.: This form is furnished to give you a statement of actual seUlement costs. Am~unts pa!d to and by the settlement ~gent a~ shown. Items marked ~[POCr were paid outside the closing; they are shown here for mformatlOnal purposes and are not mcluded tn the totals. 1.0 3/98 (MCC058.02,PFO/MCC058-02J18j O. NAMe ANU A . ~vKKvWEH: e. NAMt. ANu ALJDRt.~~ vt' SELLER: II-. NAME ANU A , VI- Lt:Nut.K: TIMOTHY P. MCCOY and PAUL W. FULMER, EXECUTOR OF THE ERA MORTGAGE JESSICA S. MCCOY ESTATE OF MIRIAM N. WAUGAMAN 3000 LEADENHALL ROAD 301 GEORGETOWN ROAD 140 GREENRIDGE ROAD MOUNT LAUREL, NJ 08054 MECHANICSBURG, PA 17050 CARLISLE, PA 17013 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1619811 I. SETTLEMENT DATE: 308 NORTH MIDDLESEX ROAD TRI-COUNTY ABSTRACT SERVICE CARLISLE, PA 17013 April 19, 2002 ~UMBERLANO County, Pennsylvania PLACE OF SETTLEMENT 3414 CHESTNUT ST CAMP HILL, PA 17011 J. ,{vI- ,,, IIVN K. ,,;:, 100, AMOUNT DU EK: 40u. GROSS AMOUNT DUE TO SELLER: 1U1. l,;onrract ::sales t"r1ce 10", 4Ul. <.;ontract ~ales '-nce 1 U". .-ersonal I- ropert}' 4U". '-ersonal .-roperty lUo. :seulement L;narges 10 ~orrower ILlne 14UUJ 4,551.23 400. 104. .u., 105, .uo. ADjUstments rOf Itams I-'BJd tJY (:jailer In savance P,Ojusrmems ror /lams Paid By Seller In advance 100. City" own I axes U to <"<.'0 "fuo. .....ny' I own Taxes U~II ",u< '0 252.96 lOr. <.;ounty I axes 10 ~ 4UI . County Taxes 10 108. lAX U 10 Uf/UlIU" I LOI.UO .uo. lAX 04/19/0" to 231.08 109. I'u" l1U. .,U. 111, ,.". 1l<. ,'u. 120. GROSS AMOUNT DUE FROM BORROWER I 144,935.27 420. GROSS AMOUNT DUE TO SELLER 140,384.04 , 20u. AMvuN I ~ I'AID BY OR IN BEHALF Of BORROWER: 500. REoOUC1IONS IN AMOUN r DUe TO SELLER: :':::Ul. uepOSlt or eames money 1,000.00 1501. Excess Deposll \"ee InstructionS) :lUL t-'nnClpal AmOUnt or New L-Oan{SI I.W I ::>u". ,>el'uemem t..narges to ;:)€ller lLlOe 14UU) 1.1,"80.UO "UO. t.xlstlng loan IS) laKen sUDJec, to IOU..). eXIS Ing 10an{S) laKen suoJeCI 10 "U4. IOu,. ..ayen 01 nrSl Mongage 205. I :>uo. t-'ayoTT or secona Mongage "Ub. I OUO. "Uf. I :>Ut. {UepOSll OISO. as proceeas) LU8. 10UO. "U". IOU". AOlusrmones ,.or /Corns u/Cpalo "Y ~Ollor AOlus,mones ,.or Ilems unparo ~y Miler <1U. L;IlYflown laxes 10 I 101U. L;lly"own laxes to <11. L;oumy I axes to I I 011. L.;oumy faxes '0 "'''. lAX 10 , IOU. lAX 10 <10. 1010. Ll4. 101.. <10. 1010. ""'. I Olb. L1f. 101f. <10. 1010. <1~. 151". 220. TOTAL PAID BY/FOR BORROWER 139,803.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 13,285.05 JOU. ,,~, : 1600, '-A"" AI "~ll : oUl, <.;ross Amounl Uue I-rom ~Orrower (LIne 1<U) I 144,90",L( I 001. <.;ross Amount Uuel 0 :ieller (LIne 420) "U,.1"".U4 J02. Less Amount f'aid ~yll-or ~orrower (LIne no) II 139,8U3.00)l1602. Less Reductions uue ~eller (Line :>":::UJ I' l.1,L80,UO 303. CASH ( X FROM) ( TO) BORROWER 5,132.2711603. CASH ( X TO) ( FROM) SELLER 127,098.99 OMB NO 2502 0265 .... The undersigned here~y acknowledge receipt of a completed copy of pages 1&2 of this statement & any attachments referred to herein. I HAVE CAREFULLY REVIEWED THE HUD-l SETTLEMENT STATEMENT AND TO THE BEST OF~Y OWLEDGE AND~EF, IT IS A TRUE AND ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT 0 ME IN THIS TRA SA TION. I FURTHER rr::QTIJ:"VTl-fAT I UA\/t:' Dt::f't::llu=.c.-....,..~ r"'\!::"'U!": UI.r'\ '" t:o......,....... ,......,.....,....- ........A.................... Miriam N. Waugaman Estate Accrual Bonds Redemption Date: 4/2002 Issue Yield Next Final Serial Number Denom. Series Date Value Interest To Date Accrual Maturity L 736536678E $50 E 7/1968 $268.28 $230.78 6.67% 7/1998 3 L738614180E $50 E 8/1968 $268.28 $230.78 6.67% 8/1998 3 L738614581E $50 E 9/1968 $268.28 $230.78 6.67% 9/1998 3 L741052145E $50 E 10/1968 $268.28 $230.78 6.67% 10/1998 3 L 7 4l052731E $50 E 11/1968 $270.88 $233.38 6.70% 11/1998 3 L745485595E $50 E 12/1968 $274.56 $237.06 6.75% 12/1998 3 L745486067E $50 E 1/1969 $274.54 $237.04 6.75% 1/1999 3 L749745845E $50 E 2/1969 $274.54 $237.04 6.75% 2/1999 3 L749919618E $50 E 3/1969 $274.54 $237.04 6.75% 3/1999 3 L754445532E $50 E 4/1969 $274.54 $237.04 6.75% 4/1999 3 L 756161710E $50 E 5/1969 $277.20 $239.70 6.78% 5/1999 3 L756161940E $50 E 6/1969 $266.84 $229.34 6.65% 6/1999 3 L617715086E $50 E 11/1963 $416.44 $378.94 6.39% 8/2002 11/2003 L617733914E $50 E 12/1963 $419.04 $381.54 6.41% 9/2002 12/2003 L621593860E $50 E 1/1964 $419.04 $381.54 6.41% 10/2002 1/2004 L621603914E $50 E 2/1964 $414.76 $377.26 6.47% 5/2002 2/2004 L623441639E $50 E 3/1964 $416.74 $379.24 6.48% 6/2002 3/2004 L628130577E $50 E 4/1964 $416.70 $379.20 6.48% 7/2002 4/2004 L628367465E $50 E 5/1964 $416.70 $379.20 6.48% 8/2002 5/2004 L630740499E $50 E 6/1964 $419.48 $381.98 6.50% 9/2002 6/2004 L630748631E $50 E 7/1964 $419.48 $381.98 6.50% 10/2002 7/2004 L633901540E $50 E 8/1964 $411.24 $373.74 6.53% 5/2002 8/2004 L637263497E $50 E 9/1964 $413.16 $375.66 6.55% 6/2002 9/2004 L637613210E $50 E 10/1964 $413.16 $375.66 6.55% 7/2002 10/2004 L642722129E $50 E 11 /1964 $413.16 $375.66 6.55% 8/2002 11/2004 L642739628E $50 E 12/1964 $415.82 $378.32 6.56% 9/2002 12/2004 L644758629E $50 E 1/1965 $415.82 $378.32 6.56% 10/2002 1/2005 L649140743E $50 E 2/1965 $370.32 $332.82 6.33% 5/2002 2/2005 L64 97137 67E $50 E 3/1965 $372.12 $334.62 6.34% 6/2002 3/2005 L600139603E $50 E 4/1965 $372.08 $334.58 6.34% 7/2002 4/2005 L653089614E $50 E 5/1965 $372.08 $334.58 6.34% 8/2002 5/2005 L655103871E $50 E 6/1965 $334.68 $297.18 6.05% 9/2002 6/2005 L655283041E $50 E 7/1965 $334.68 $297.18 6.05% 10/2002 7/2005 L655283276E $50 E 8/1965 $324.16 $286.66 6.04% 5/2002 8/2005 L659819747E $50 E 9/1965 $325.84 $288.34 6.05% 6/2002 9/2005 L665317197E $50 E 10/1965 $325.84 $288.34 6.05% 7/2002 10/2005 L667951263E $50 E 11/1965 $325.84 $288.34 6.05% 8/2002 11/2005 1 = Not eligible for payment (purchase price) 2 = Matured (exchangeable for HH) 3 = Matured (not exchangeable) . = Possibly eligible for U.S. Savings Bond Education Benefit Program. See footnotes on Inventory Summary page. 1 Prudential ~ Financial Evelyn 6urke SeniOr InVt!stment Operations Associate Prudential Investments Prudential Mutual Fund Services LLC PO BGX 8098 Philadelphia, PA 19101 (800) ZZ5-1852 www.prudential.com PAUL WFULMER CIO IRWIN MCKNIGHT & HUGHES 60 W POMFRET STREET CARLISLE PA 17013-3222 SlmrehoJder: Miriam N Waugaman, Dec'd AccountNumber: 03900366701 June 26, 2002 Dear Mr. Fulmer: Thank you for your recent inquiry regarding the Prudential mutual fund account registered to Miriam N. Waugaman. ' On April 2, 2002, there were 1,134.092 shares of the Prudential Municipal Series Fund, Pennsylvania Series, Class A in Ms. Waugaman's account. The price per share that day was $10.14, for an account balance of$II,499.69. The account balance is determined by multiplying the total number of sb.a:res in the account by the Net Asset Value (price per share of the fund). Please keep in mind that the Net Asset Value oftbe fund fluctuates on a daily basis and therefore, the account value will also fluctuate. Our records indicate that the account has been redeemed in accoroance with your instructions. A check for the proceeds of the redemption has been sent to you under separate cover. r hope you find this iJ1.formatioD useful. If you have any questions, please call the Prudential Mutual Fund Service Center at (800) 225-1852. The Service Center is open Monday through Friday between 8:00 a.m. and 8:00 p.m. Eastern time. If you are using a telecommunications device for the hearing impaired, you may call (800) 654-7637, Monday through Friday between 8:00 a.m. and 8:00 p.m. Eastern time. Sincerely, t~~ Evelyn Burke Senior Investment Operations Associate Miriam N. Waugaman Estate Inventory Summary Redemption Date: 4/2002 Nwnber Inventory Redemption of Bonds Value Value Interest Accrual Bonds Pre-January 1990 Issue Dates: 37 $12,959.14 $12,959.14 $11,571.64 January 1990 and Later Issue Dates: 0 $0.00 $0.00 $0.00 * 37 $12,959.14 $12,959.14 $11,571.64 Current Income Bonds 0 $0.00 $0.00 $0.00 Inventory Totals 37 $12,959.14 $12,959.14 $11,571.64 Footnotes * Proceeds from Series EE & I Savings Bonds with issue dates beginning January 1990 may be eligible for special tax exemption when used for post-secondary education. For further information concerning the benefits and restrictions that apply, please contact the Internal Revenue Service. 1 These bonds are not eligible for payment within 6 months of their issue date. 2 These bonds have reached final maturity and will earn no additional interest. They can be exchanged for HH Bonds within a year of their final maturity date. 3 These bonds have reached final maturity and will earn no additional interest. They are not eligible fo= exchange for Series HH Bonds since they have been held over a year past their final maturity date. 2 m1M&rBank ~~~~UW[~ MAY 4 2002 April 29, 2002 RE: Estate Search The Estate of: Date of Death (D.O.D.) IRWIN, McKM\GHl & HUGHES MIRIAM N WAUGAJ'VIAN 4/2/2002 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 apening Branch D.a.D. Accrued Interest Balances (Includes Accr. Int.) $102,281.12 $4319.22 CD 31003910983997 aPENED 8/00 MIRIAM N WAUGAMAN 4319 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount awed 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 CaRPaRA TION BY: ~, /1..(;. " ~"'" ~--<'{A.",.~-t'- Authorized Signature DATE: <-{ ~ 30- 0 d- . Manufacturers and Traders Trust Company. 1100 Wehrle Drive. Po. Box 767. Buffalo, NY 14240-0767 .: CITIZENS BANK PO. Box 7899 Philadelphia, PA 19101-7899 April 29, 2002 ~~~~UW[~ 2.. 9002 M~,..:,' !... Irwin McKnight & Hughes West Pomfret Professional Building 60 West Pomfret Street Carlisle, P A 17013-3222 IRWIN, McKNIGHT & HUGHES Estate Of Miriam Waugaman Date of Death: 04/02/2002 SSN 171-28-4057 Dear SirlMadam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as ofhis/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-537-5591. For all other inquiries, please call (215) 553-1585. Sincerely. (\ '\' ~ 'G~; (}l\C,,-,jA)'-- ::)na Tillman Deposit Support Services 199-5355 Page 1 of 2 ~ " , , ~, .: CITIZENS BANK Monday, April 29, 2002 Account Number Account Title 100-019-6921 Miriam N Waugaman Date Opened: 11/15/1999 Account Type: DD Principal Bal Int from Last Account Bal YTD Int to as of DOD Posting to DOD as of DOD DOD $0.00 $0.00 $0.00 $0.00 Date Opened: 05/03/1985 Account Type: DO Principal Bal Int from Last Account Bal YTD Int to as of DOD Posting to DOD as of DOD DOD $213.93 $000 $213.93 $0.00 Date Opened: 05/03/1994 Account Type: TO Principal Bal Int from Last Account Bal YTD Int to as of DOD Posting to DOD as of DOD DOD $5,000.00 $8.14 $5,008.14 $49.96 180-070-6747 Miriam N Waugaman 18-A63518-C Miriam N Waugaman I i I I I I I , I ! , , II .. j; l' ~ Page 2 of 2 !) allfirst April 23, 2002 AlIfirst Financial Center ~..t\. p. 0. Box 900 Mdlsboro, DE 19966 Irwin McKnight & Hughes Att: Roger B. Irwin West Pomfret Professional Building 60 West Pomfret Street Carlisle, Pennsylvania 17013-3222 ~~~~llWa~ APR 2 6 2.0Q2. RE: Estate of Miriam N. Waugaman Date of Death: April 2, 2002 Sodal Security Number: 171-28-4057 IRWIN, MtKNlGKl & HUGHES Dear Ms. Wineka: In response to your request, please be advised that at the time of death, the above-named decedent had on deposit with this bank the fOllowing account. Account Type........................... Relationship w/lnt. Checking Account Account Number....................... 0089070674 Ownership (Names 01)............... Miriam N. Waugaman or George W. Waugaman, Sr. Opening Date........................... 08/28/64 Balance on Date of Death........... $ 51,248.79 Accrued Interest....................... 4.08 Total....................... ...............$ 51,252.87 One other account, #87008140701432, a certificate of deposit jointly held as above, was closed on 06/22/01. This response does not apply to any assets held with AlI6m: Brokerage, where Allflrst Bank is serving as a trustee, nor to any credit cards owned by Bank of America bearing Allfirst Bank's name This letter does not include any accounts in which the deceased may have been listed as Power of Attorney, Custodian of Unifonn Transfers, Representative Payee, or Trustee under a Written Agreement . Page 2 April 23, 2002 If you have any further questions on these accounts, please contact the branch of record: 2 West High Street, Carlisle, PA 17013, telephone 717-240-6703. Sincerely, ~ - _.-,Rt,~. ~':? /~~ Mary Anne Macielag Associate IIC1S (302) 934-2240 ',_N' Reference 10: 251904 First Union National Bank Attn: Account Verifications POBox 40028 Roanoke VA 24022-7313 ~~(G~aw~~ APR 2 5 2002 April 19, 2002 IRWIN MCKNIGHT & HUGHES 60 WEST POMFRET STREET CARLISLE, PA 17013-3222 IRWIN, McKNIGHT & HUGHES SUBJECT: Verification I Confirmation of Account and Balance Information provided for: MIRIAl'\'l N WAUGAMAN (SSN# 171-28-4057) Date of Death: April 2, 2002 DeDosit Account Information Account Type Account Number Date of Death Balance Average Balance'" Date Opened Maturity Interest Accrued YTD Date Date Rate Interest Interest Paid Closed CERTIFICATE OF DEPOSIT 247412061070254 LEGAL TITLE: MIRIAM N. WAUGAMAN $72,591.45 212912000 812912002 $51.97 $1,171.86 $1.00 8/291! 997 CHECKING 1014185776451 LEGAL TITLE MIRIAM N. WAUGAMAN NON.INTEREST BEARING ACCOUNT ... Due to system limitations, we can only provide a twelve month average balance on depository accounts. ... Date of death balance does not include accrued interest. ... If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period. & ~ 1 ~ IrIt-.. Signature of Depository Representative April 19, 2002 Date Brenda Allen Depository Representative Servicenter Associate Title (540)563-7323 Phone Number abs; a.t ()OjIJJ~' /'7-":;-7- // BUREAU OF INOIVIDUAL TAXES \. INHERITANCE TAX DI\JISIUN V DEPT. 280601 HARRISBURG~ PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF OEDUCTIONS AND ASSESSHENT OF TAX .0. "':r " DATE ESTATE OF DATE OF DEATH .FILE NUMBER 'COUNTY ACN 08-12-2002 WAUGAMAN 04-02-2002 21 02-0390 CUMBERLAND 101 Allount Re,l! tted ROGER B IRWIN ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE PA 170 r *' REV-15UEltlf'PUI.-lltl MIRIAM N MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=i5"4rix-.U'p--foFozY-NOTici-OF-YN"Hiifii'ANCE-YAX-APPRAiSEMEN'::--ALUiwANCE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WAUGAMAN MIRIAM N FILE NO. 21 02-0390 ACN 101 DATE 08-12-2002 TAX RETURN WAS: (X) ACCEPTED AS FILEO ) CHANGEO I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rat. (16) 17. Anount of Line 14 .t Sibling rat. (17) 18. Amount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.t. (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Sehedule C) 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposlts/"isc. Personal Property (Schedule El 6. Jointly Owned Property (Schedule Fl 7. Transfers (Schedule Gl 8. Total Assets (1) (2) (3) (4) (5) (6) (71 139.900.00 11.499.69 .00 .00 256.604.12 .00 42.000.00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/"isc. Expenses (Schedule Hl 10. Debts/"ortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Baquastsj Non-elected 9113 Trusts (Schedule Jl 14. Net Value of Estate Subject to Tax (9) (10) 38,761. 35 841. 01 (11) (12) (13) (14) NOTE: .00 X 410,401.45 X .00 X .00 X NOTE: To insure proper credit to your account, sub.it the upper portion of this forB with your tax payment. 450,003.81 3'1. ~O? 36 410,401.45 .00 410,401.45 00 = 045 = 12 = 15 = .00 18,468.07 .00 .00 18,468.07 (19)= TAY CD~DITS: HI AHOUNT PAlO OATE NUHBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 01-02-2003*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 18,468.07 INTEREST AND PEN. .00 TOTAL DUE 18,468.07 . IF PAID AFTER DATE INDICATEO, SEE REVERSE FOR CALCULATION OF ADOITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SlOE OF THIS FORM FOR INSTRUCTIONS.) Inventory of the real and personal estate of Miriam N. Waugaman 308 North Middlesex Road, Carlisle, Cumberland County Prudential Financial Investments, 1,134.092 shares Allfirst Bank, checking account Citizens Bank, #180-070-6747 Citizens Bank, #18-A63518C First Union, certificate First Union, checking M&T Bank, certificate Personal property sold & distributed US Savings Bonds, series E Total: deceased $139,900 00 11,499 69 51,252 87 213 93 5,008 14 72 , 649 42 1 00 102,281 12 12,238 50 12,959 14 $408.003.81 I COMMONWEALTH Of PENNSYLVANIA COUNTY Of CUMBERLAND I J 55: PAUL W. FllLKER being duly sworn according to law, deposes and says that he is the Executor of the Estate of Miriam N. Waugaman late of _____. C."rlisle Borough .___ _ ___~______, Cumberland County, Pa., deceased and that the within is an inventory made by him __ _____, the said Executor of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value .. :::: d.,. .. d...d,.", d.." dlt_ (' / /);; I. ,/) and subscribed before me, l ~~ ~ Paul W. Executor. Administrator Fulmer 140 Green Ridge Road J ~ Ca-=.=isle. PA 17013 Addr." Date of Death rial Seal Jacqueline . Drawbaugh. Notary blic Carlisle Boro. Cumberland Coun y My Commission Expires Aug. ]4. M6mbe<, pennsylVaniaAsaoClationOlNotarieS 2 April 2002 Day Month Year INSTRUCTIONS I. 2. 3. 4. An inventory must be filed within three months after appointmenf of personal repr~n'tativef2, A supplement inventory must be filed within thirty days of discovery of additional '-ssets. Additional sheets may be attached as to personalty or realty See Article IV, Fiduciaries Act of 1949. ~ t--J r-:., "-::',1 -'~~ I I Cll I '" .... .d .,; g. >- il ~ .... w " ~ '" >- o! .... 0 ~ lol w -< '" ~ ex: "- t- o U . 0 V'> 001 oQ ~ ~ .~ 0 w C '" >- 0:: w gl .. ~ ~ :t: "- Cll "- " t- -' LL .... ~ ~ Z :-, 0 LL -' -< 0 .~I "- H ~ I W 0 -< w .' .;. -< > 0:: :ZO' .... . Ii z !i '" ~ oQ Z 0 " C III ~ .; \ V'> z u 0 '" 0:: -< ",I (.) .... Cll z I w OIl "- :oJ! -u ~ " I ~ I - 0: 0 ~ -<l -u .., I ~ E ~ ..! 0 , ~ ~ 0 -' (.) u: co \.. /"'/-67- // BUREAU OF INDIVIDUAL TAXES INHERITANCE TAK DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* RfV-IU7EX AFP 10I-02l ROGER B IRWIN ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE ',rA 17013 1 C1 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-12-2002 WAUGAMAN 04-02-2002 21 02-0390 CUMBERLAND 101 MIRIAM N Allaunt R..itt.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account I sub.it the upper portion of this for.. with your tax pay..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =i6ifj-iif-AFP"[oY=02Y------ii.j,--iilifiRI1:ANcE""i'Ax-sTATEHE-tii'-ifF-AifCOUNy--j,iiii--------------- - - - --- ESTATE OF WAUGAMAN MIRIAM N FILE NO.21 02-0390 ACN 101 DATE 08-12-2002 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 DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-12-2002 PRINCIPAL TAX DUE:_ 18,468.07 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-28-2002 CDOO1351 923.40 17,544.67 TOTAL TAX CREDIT 18,468.07 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 $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR1, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1 STATUS REPORT UNDER RULE 6.12 Vv' Name of Decedent: MIRlAMN. WAUGAMAN Date of Death: APRIL 2. 2002 No. 21-02-0390 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: I. State whether administration of the estate is complete: ---"- Yes _ No 2. Ifthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes --"- No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? x Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Signature ").~ Date: 9/26/02 IRWIN, Mc IGHT & HUGHES Roger B. Irwin. Esauire Name (please type or print) 60 West Pomfret Street Address Carlisle. PA 17013 City, State, Zip (717) 249-2353 Telephone Number x Personal Representative Counsel for Personal Representative Capacity: