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Home My WebLink About01-23-15 DECEDENT'S ESTATE ,� � � � COURT OF COMMON PLEAS OF � �`�., � � � � CUMBERLAND COUNTY,PENNSYLVANIA`�+ � c, �' �� a ..z� r�„ r-1 N q::"� i�� ORPHANS' COURT DIVISION °�"� �: , t„� r�� , : _ . : ; y,, ; � , -, _� �.., � -�� -� -�; �3 -~r a� f_.► .:':. �.� ESTATE OF Neff Walker , DECEASEDj � r— ��' .. � cn c� C� �� No. �1-13-032� PETITION FOR ADJUDICATION/ STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Mark A. Mateya Supreme Court LD.No.: �gg31 Name of Law Firm: Mateya Law Firm Address: 55 W. Church Avenue, Carlisle,PA 17013 Telephone: �17-241-6500 Fax: 717-241-3099 Form OC-01 rev.10.13.06 PagO 1 of 10 \ PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tackie Cox,Director of Sales, of The Sentinel,of the County and State aforesaid,being duly sworn,deposes and says that THE SENTINEL,a newspaper of general circulation in the Borough of Carlisle,County and State aforesaid,was established December 13�, 1881,since which date THE SENTINEL has been regularly issued in said County,and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): Tuly 24,31,August 7,2013 COPY OF NOTICE OF PUBLICATION NOTIC€ , NOTICE IS HEREBY GIVEN that Lelters Testamentary in the Estafm of NEFF Affiant further deposes that he/she is not WALKER,JR.,late of Nortli Middleton Township,Cadisle,c�mnane�a interested in the subject matter of the Counry,Rennsylvania(died February 6,2013),having been grented to the , ��ae�s�9�ea. ' aforesaid notice or advertisement,and that All peraons ind�bted M said estate are required to make immediate payment, all alle ations in the fore oin statement as and those having all alaims will present them withou4 delay to: g g g Martha G.Wagner t0 tlYlle�place and character of publication 2761 Spring Road Carlisle,PA 17013 T tTUe. Or to: Mark A.Mateya,&squire � 55 West Church Avenue ICarlisle,PA 77013 717-241-6500 Sworn to and subscribed before me this � al3 �� Notary ublic My commission expires: COMMBNW�ALfiM @�9E N YLVANIA NotaHal Sea� Bethany M.Holby,Notary pubNc Cartisle Boro,Cumberland County MY Commission Expires�,26�2015 MEMBER,pENNSYLVAMLq q$$�jqnQN OF NOTARIES PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA : . ss. COUNTY OF CUMBERLAND . Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: September 27, October 4, and October 11, 2013 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. � /`� �-----� , Li a Marie Coyne, itor SWORN TO AND SUBSCRIBED before me this 11 day of October, 2013 Notary Walker,Neff,Jr.,dec'd. Late of North Middleton Township, Carlisle. Executrix: Martha G. Wagner, 2761 Spring Road, Carlisle, PA "�"°°"'�°'�' i7ois. NotaR�Al.sEAt Attorney: Mark A. Mateya, Es- DE�30ttAN A COLLIN5 quire, 55 W. Church Avenue, iVatary PuMiC Carlisle, PA 17013, (717) 241- C�,RLISLE PORGUGN,CUI+�iCi�RL/?P!d COUPd1Y 6500. h�1y Gor�nmissian Expires Apr 28,2�14 , � '� r�� \� � ; i".� ��•�. � k `�••� � 1�� IN RE: : IN THE COURT OF COMMON PLEAS ESTATE OF NEFF WALKER, : CUMBERLAND COUNTY, PENNSYLVANIA JR., : ORPHANS' COURT DIVISION Deceased . : NO. 21-13-0325 NOTICE OF FILING ACCOUNT AND PETITION FOR ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.CO. RULE 6.9 TO: Tammy Shumaker 807 Doubling Gap Road Newville PA 17241 Notice is hereby given that pursuant to Pa. O.C. Rules 6.3, 6.7 and 6.8, a Petition for Audit and proposed Distribution is being filed with the Orphans Court of Cumberland County, Pennsylvania. The proposed Petition for Audit and Accounting are being filed contemporaneously herewith. I enclose a copy of the documents which include the proposed distribution with this Notice. The last date to file objections to the Audit and proposed distribution must be made on or before March, 3, 2015,no later than 9:00 a.m., with the Orphans' Court, Office of Register of Wills of Cumberland County, located at Cumberland County Courthouse, One Courthouse Square, Carlisle, PA 17013. The Audit and accounting are scheduled for confirmation on March 3, 2015. - , ---'""_ , ' ' � ; j` ;'lh.�,..�� v'�; -�,v�s_k.,�� Mark A. Mateya, E re 55 W. Church Avenue Carlisle PA 17013 (717) 241-6500 i Date: ? ��/� `� . �"F.��I �a� . , � , f j �� .. jy Y s \"�....,1`) . � 1 � . \..... �\�..l, . IN RE: : IN THE COURT OF COMMON PLEAS ESTATE OF NEFF WALKER, : CUMBERLAND COUNTY,PENNSYLVANIA JR., : ORPHANS' COURT DIVISION Deceased . : NO. 21-13-0325 NOTICE OF FILING ACCOUNT AND PETITION FOR ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.CO. RULE 6.9 TO: Calvin R. Walker 614 Governors Ct Chambersburg PA 17201 Notice is hereby given that pursuant to Pa. O.C. Rules 63, 6.7 and 6.8, a Petition for Audit and proposed Distribution is being filed with the Orphans Court of Cumberland County, Pennsylvania. The proposed Petition for Audit and Accounting are being filed contemporaneously herewith. I enclose a copy of the documents which include the proposed distribution with this Notice. The last date to file objections to the Audit and proposed distribution must be made on or before March, 3, 2015, no later than 9:00 a.m.,with the Orphans' Court, Office of Register of Wills of Cumberland County, located at Cumberland County Courthouse, One Courthouse Square, Carlisle, PA 17013. The Audit and accounting are scheduled for confirmation on March 3, 2015. ��....___ � ; �� k e � ll v�Ltl'/l.4�� d��(' Mark A. Matey , Esquire 55 W. Church Avenue Carlisle PA 17013 (717) 241-6500 ; Date: ��`z:� � �. , � -�:�P � � 9�. li. �� , ''..,. a-.. ...v./�� 9..� . IN RE: : IN THE COURT OF COMMON PLEAS ESTATE OF NEFF WALKER, : CUMBERLAND COUNTY, PENNSYLVANIA .TR•, : ORPHANS' COURT DIVISION Deceased . : NO. 21-13-0325 NOTICE OF FILING ACCOUNT AND PETITION FOR ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.CO. RULE 6.9 TO: Robert Walker, Sr. 117 Juniper Drive Camp Hill, PA 17011 Notice is hereby given that pursuant to Pa. O.C. Rules 6.3, 6.7 and 6.8, a Petition for Audit and proposed Distribution is being filed with the Orphans Court of Cumberland County, Pennsylvania. The proposed Petition for Audit and Accounting are being filed contemporaneously herewith. I enclose a copy of the documents which include the proposed distribution with this Notice. The last date to file objections to the Audit and proposed distribution must be made on or before March, 3, 2015, no later than 9:00 a.m.,with the Orphans' Court, Office of Register of Wills of Cumberland County, located at Cumberland County Courthouse, One Courthouse Square, Carlisle, PA 17013. The Audit and accounting are scheduled for confirmation on March 3, 2015. F��_ _ s �� (� � �`;d.. :4 <<. � !�!1� 4l si ��it.�n.�,u i F�' "' Mark A. Mateya; squire 55 W. Church Avenue Carlisle PA 17013 (717) 241-6500 Date: ;"`I % .',�,,�_ . r '�. �'�° l� , �`ti � , �� F v.:..- _,�, :, � 'i � IN RE: : IN THE COURT OF COMMON PLEAS ESTATE OF NEFF WALKER, : CUMBERLAND COUNTY, PENNSYLVANIA JR., : ORPHANS' COURT DIVISION Deceased . : NO. 21-13-0325 NOTICE OF FILING ACCOUNT AND PETITION FOR ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.CO. RULE 6.9 TO: Martha Wagner 502 Second Street Apt 2 New Cumberland PA 17070 Notice is hereby given that pursuant to Pa. O.C. Rules 6.3, 6.7 and 6.8, a Petition for Audit and proposed Distribution is being filed with the Orphans Court of Cumberland County, Pennsylvania. The proposed Petition for Audit and Accounting are being filed contemporaneously herewith. I enclose a copy of the documents which include the proposed distribution with this Notice. The last date to file objections to the Audit and proposed distribution must be made on or before March, 3, 2015,no later than 9:00 a.m., with the Orphans' Court, Office of Register of Wills of Cumberland County, located at Cumberland County Courthouse, One Courthouse Square, Carlisle, PA 17013. The Audit and accounting are scheduled for confirmation on March 3, 2015. �� ,�r� :-�' s �'u.�� 'U:. c.� `�.. Mark A. Mateya, Esquire 55 W. Church Avenue Carlisle PA 17013 (717) 241-6500 Date: I�Z�'� ' `�' PARTIES RECENING NOTICE OF AUDIT AND ACCOUNTING OF NEFF WALKER Martha Wagner 502 Second Street Apt 2 New Cumberland,PA 17070 Robert Walker, Sr. 117 Juniper Drive Camp Hill,PA 17011 Calvin R. Walker 614 Governors Ct. Chambersburg,PA 17201 Tammy Shumaker 807 Doubling Gap Road Newville,PA 17241 ` lp��/r �,� In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-13-0325 Estate of Neff Walker, Deceased Late of Township of North Middleton First and Final Account � � � � � � � � � � M � Martha Wa ner !� `�' �' `"-' Q 9 � c5 � cnPa ..,� .;�. r- t_. � � _! r>> �,� W .'� �.� ..,. � J .. . ; ' .. C.,7 .;:a �.., ' ` ,� ;:_,+ , �:'�, .�';) .�_� � �`� Date of Death: 02/06/2013 �:+ '--' ��` c� ,� , p ��__ t�"t Date of Incapacity, if any: None - t--• �� CJ -r� Date of Appointment: 03/20/2013 Date of First Complete Advertisement: 07/24/2013 Accounting for the period: 02/06/2013 to 12/31/2099 Purpose of Account: Martha Wagner, offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Mark A. Mateya 55 W. Church Avenue Carlisle, PA 17013 717-241-6500 Supreme Court I.D. No.78931 �� V `� SUMMARY OF ACCOUNT Estate of Neff Walker, Deceased For the neriod of Februarv 6, 2013 throu�h December 31, 2099 Fiduciary Current Acquisition PAGES Value Value Proposed Distributions to Beneficiaries o.00 PRINCIPAL Receipts: This Account 3 4 015.36 , Net Gain (or Loss) on Sales or Other Dispositions 0.00 4,015.36 Less Disbursements: Debts of Decedent 0.00 Funeral Expenses 0.00 Administration Expenses 4 894.18 Federal, State& Local Taxes 4 51.10 Commissions 0.00 Fees 5 1,s50.00 Family Exemption 0.00 2,795.28 1,220.08 Balance Before Distributions Transfer to (from) Principal 0.00 Distributions to Beneficiaries 6 1,222.08 Principal Balance on Hand 7 -2.00 For Information: Investments Made Changes in Holdings INC ME Receipts This Account 0.00 Net Gain (or Loss) on Sales o.00 or Other Dispositions 0.00 Less Disbursements 0.00 0.00 Balance Before Distributions Transfer to (from) Income 0.00 Distributions to Beneficiaries 0.00 Income Balance on Hand o.00 For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND 8 -2.00 SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Cash American General Life Ins-Proceeds from Life Ins. 2,285.85 Policy on Carleen Walker- Neff Walker Beneficiary American General Life Ins-Proceeds from Life Ins. 1,142.92 Policy on Carleen Walker- Neff Walker Beneficiary American General Life Ins-Proceeds from Life Ins. 571.46 Policy on Carleen Walker- Neff Walker Beneficiary Centurytel, Inc. -Refund on telephone service 15.13 Total Cash 4,015.36 Total Receipts a,015.36 Total Receipts of Principal a,015.36 - 3 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Administration Ex ep nses Citizens Bank 09/30/2013 Monthly service fee on estate checking account 2.00 10/31/2013 Monthly service fee on estate checking account 2.00 11/29/2013 Monthly service fee on estate checking account 2.00 12/31/2013 Monthly service fee on estate checking account 2.00 01/31/2014 Monthly service fee on estate checking account 2.00 02/28/2014 Monthly service fee on estate checking account 2.00 03/31/2014 Monthly service fee on estate checking account 2.00 04/30/2014 Monthly service fee on estate checking account 2.00 05/30/2014 Monthly service fee on estate checking account 2.00 06/30/2014 Monthly service fee on estate checking account 2.00 07/31/2014 Monthly service fee on estate checking account 2.00 08/29/2014 Monthly service fee on estate checking account 2.00 09/30/2014 Monthly service fee on estate checking account 2.00 10/31/2014 Monthly service fee on estate checking account 2.00 11/28/2014 Monthly service fee on estate checking account 2.00 30.00 Cumberland County Register of Wills 03/19/2013 Probate Fee 308.50 12/24/2014 Filing Fee for Formal Accounting 215.00 523.50 Cumberland Law Journal 09/12/2013 Legal Advertisement 75.00 75.00 The Sentinel 08/O7/2013 Legal Advertisement of Estate 265.68 - 4 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 265.68 Total Miscellaneous Administrative Exnenses 894.18 Federal� State��nd Local Tax c Cumberland Co n , Regis+Pr of Wills 02/10/2014 Additional Inheritance Tax 51.10 51.10 Total Taxes 51.10 Fees Mateya Law Firm 10/15/2013 Legal Fees 1,850.00 1,850.00 Total Fees 1,850.00 TOTAL DISBURSEMENTS OF PRINCIPAL 2,795.28 - 5 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 07/23/2014 Calvin R.Walker-Specific Bequest of one-quarter of 305.52 residual estate 07/23/2014 Martha G.Wagner-Specific Bequest of one-fourth of 305.52 residual estate 07/23/2014 Robert M.Walker-Specific Bequest of one-quarter of 305.52 residual estate 07/23/2014 Tammy M.Shumaker-Specific Bequest of one- 305.52 quarter of residual estate 1,222.08 TOTAL DISTRIBUTIONS TO BENEFICIARIES 1.222.08 - 6 - PRINCIPAL BALANCE ON HAND Current Value Fiduciary 12/31/2099 Acquisition # Units Description or as Noted Value �ash Citizens Bank#6231792777 -2.00 -2.00 Total Cash -2.00 -2.00 -2.00 -2.00 - 7 - COMBINED BALANCE ON HAND Current Value Fiduciary #Units Description 12/31/2099 Acquisition --- or as Noted Value �ash Citizens Bank#6231792777 -2.00 -2.00 Total Cash -2.00 -2.00 -2.00 -2.00 - $ - In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-13-0325 Estate of Neff Walker, Deceased Signature `.�� , � � �� Martha Wagner �,� i - 9 - In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-13-0325 Estate of Neff Walker, Deceased Verification Martha Wagner under the Last Will and Testament of Neff Walker, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his/her knowledge,there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the foregoing Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. � j r �; �, a ...� �--`-1� �� ` Dated: /�. `> � �� /f.:`� L ��v� �' f�'�LL. ,'�,,r� . Z � Maitha Wagner ;�� - 10 -