HomeMy WebLinkAbout01-0494
PETITION FOR PROBATE & Cf{ANT OF LETTERS
. deceased.
No. 21-01-494
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
Estate of Martha J. Calaman
also known as
Social Security No.
196-14-2877
The Petition of the undersigned respectfully represents that:
Your Petitioners, who is 18 years of age or older and the Executors named in the Last Will of the above
decedent dated October 25 , 1993, 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 his last family or principal
residence at 105 South Oranoe Street, Carlisle BorouQh
Decedent, then ~ years of age, died May 1 ,2001, at
Sarah A. Todd Memorial Home.
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
105 South Oranoe Street. Carlisle Borouoh, Cumberland County
$100.000.00
$
$
$103,000.00
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Signature{s) and Residence{s) of Petitioner(s):
~[\cJ), r( J2 tt
Deborah K. Lov
P.O. Box 426
Boilinq Sprinqs. PA 17007
717-241-2760
~ t. Cf6l'm"~
B. Charles Calaman
10 Stone Church Rd.
Carlisle. PA 17013
717 -243-7196
IlJ ( ~LY~_L-- ~
Paul E. Calaman III
322 Roxbury Road
Newville. PA 17241
717 -776-7076
/J (Y~L-~
Dennis L. Calaman
315 Richland Road
Carlisle. PA 17013
717-249-7783
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
55
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 of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
~;~;~ ~:;h~:rT~hand ;~:~~ribod ~~o~ ~ '
May ,2001. . '. ~r~~ ,1.- - _~ ~-
"--~ ~\ ~'J z. --:e:--r~ ~
/' /;)/"1 (J - -" t /> J;tff/ Al-CJ4u~/
L- . eg/ster /
/~-::23/- /:L,
No. 21-01- 494
Estate of MARTHA T. CALAMAN, deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, Mav 21 .2001, 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
October 25. 1993 described therein be admitted to probate and filed of record as
the Last Will of Martha J. Calaman ; and Letters Testamentarv
are hereby granted to Deborah K. Loy, B. Charles Calaman.
Paul E. Calaman III and Dennis L. Calaman
FEES
Probate, Letters, Etc. . . . . . . . $ 270.00
Short Certificates( -3- ) . . . . $ 9.00
Renunciation(s) ..... . . . . . . $
JCP ................... . $ 5.00
Other Will Paqes (-2-) .... $ 6.00
TOTAL: .... $ 290.00
Filed. . . . .MAX . H~" ZOO.1. . . . . . . . . . .
'/7///Lt// $'L/:;;{2///)/1tJ~4. -
/ . / Rister of Wit s /
I~ M. cKNIGHT & HUGHES
~ ~-c{i- 1. ~
Ro er I in Es~. (06282
ATTO NEY Sup. Ct. 1.0. No.)
60 West Pomfret St.. Carlisle. PA 17013
ADDRESS
717-249-2353
PHONE
~t:/ ~/?--",4:~r:
. h h h' L . ~ ere given' correctlv copied from an original certificate of death duly Eled with
This is (0 certily' t .H t e 1I11Orm.ltlOn 1 L 1S. I dOLT L t fllina
c '11 b L()rwarded to the State Vita Recor s niCe lOr permanen 1 b'
Local Registrar. The original certiIlcate Wi e II
WARNING: It is illegal to duplicate this copy by photostat or photograph.
me as
P 7248490
,/fi~~
d~'(~'" OF pI;;"-~
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Local Registrar
Fee for thi~ certificate. $2.00
t1AY
2 2001
Date
No.
21-01-494
H'OS. :43R"" 2187
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
'JI'AINT
IN
'A/'IE/'IT
CI(I/'lI(
AGE (lasl _vi
UNOER 1 YEAR
_I Days
SEX
STATE FilE _IlER
SOCIAl. SECURITY NUMIlER
N'-ME Of DECEDENT th... M-.. las)
Martha J. Calaman
I.
I.Female
2. 196 - 14
DATE OF DeATH .Monlh. OII~.-l
May I, 2001
76
Yrs.
BIRTHPlACI! ICoIy ond PUC1i 01' DEATH tCt-ecl< 0f"V"'" _ onalrUCloOnS on -. -I
Stale '" Fcr_ CCUnRVl HOSP'TAL
Carlisle,PA 1",,",1_0 ER/OUIpa';'ncO
7. ...
FACIliTY NAME (" not InsM\JtOor'. 0"'" $IIHf and numt>er.
='Yl 0
S.
COUNrt Of DEATH
RACE . Amencan Indian. IlI8ck, WM.. .,C
(SpeoIy)
'al.
Cumberland
...
Carlisle
White
....
17.. State
PA
Dl<I
--
..,. in .
1OWMhip? l?d.1XI :;:':::':::01
MOTHER'S NAME IF..I. ModdIe. _ Sur"..."."
II. Althea Wa ooer
I/'IFORMANT'S MAIUNG i\ODRESS (Street. CilyiTown. Slate. Zip CocleJ
~. PO Box 426, Bailin S rin s, PA 17007
PL'CE Of DISPOSITION. Na"", 01 Cemet,...,. c,.....1Oty LOCATION. CilyfTown. S1ata. X", Code
orOlIlefPlace Cumberland Valley
21c,Memorial Gardens 21d. Carlisle, PA
NAlAEAHOAOOflESSOffACIUTY Hoffman-Roth Funeral Home
22C. 219 North Hanover ::>c., \;ar 11sIe, PA 1/u13
lICENSE NUMBER DATE SIGNED
23b. f{fI/- J.9312P-L ~h';;;'
WOoS CASE REfERRED TO MEOtCAl EXAMINER/CORONER?
"'" 0 Nofl
MARlTAl STATUS. lA_
NI_ Ma..ied._.
0Mltc..s (SpoolyI
u. Widowed
t1c.O ......__in
SUAVMNG SPOUSE
1ft _. _...- """'.1
DECEDENT'S USUAl. OCCUPATION
(~-=:1lI~~~=~:'i'
. 11.. Laborer llII. Ribbon Mi 11
DECEDEHT'S IoIAllING ADORESS (SlIM!. CoIy1Town. SIaM. lip Codel DECEDENT'S
105 South Orange St. ~~~
Carlisle, PA 17013 ~~
",""S DECEDENT EVER IN
U.S. ARMED FORCES?
.....0 No~
12.
,..
fRHER'S NAME (F.... M..-. l"')
'1. Frank Wentz
INFORMANT'S NAME (T ypowPrircl
2Oe. Deborah K. Lo
METHOD Of OISPOSlT~
. 0 - ~ C......lion 0
~ Ol'*
. 2'a.
SlGHATURE
l1'1>.Cou
Cumberland
Carlisle
"""-..0.
;)00/
;1001
21,
I Approxmat.
: 1r.I"""betwwn
1 QnMt and deatn
I
I
PART ft:
OtIlar signiftcanl cor-. --"'v 10 dea"'. bile
not _Ing in the undIfIyInQ .... lIMn In PART I.
diaeor ,..atOf'y In"'. shock Of heaf1lailuf..
\ :.
d.
Wl:RE AUlOPSY FINDINGS
-.vBLE PRlOfIlO
COMPlETION OF CAUSE
OF DEATH?
~
Com~..J'1 ~ 'DtYL~)
~~r.<..'}...,^) ~-ho~" fU~J
(>~l~) ~pw~~
lXJE lO\OA ASACONSEOVENCE 01'):
MANNER OF DEATH
DATE OF INJURV
(Monlh. DIy. Year)
TIME OF INJURV
INJURY AT WORK? DESCRIBE HOW INJURY OCCURReD,
Norf
_0
Nor$
-
Suicide
Pending I"Yesliqalion
o
o
o PlJ\CE OF INJURV . AI hOrne. lann~;.et. factory. olliel
~. etc. ISpeotvl
3011.
_ 0 NoD
Hat"'''
~
o
HomQle
Could not be detemu"ed
SIGNAruRE
2Ia. 21...
eERTlI'lER ~ only onel
-CEATIFYINC PHYSICIA" (Phy5'ICf8n Cf!ftlfying cavse~ OHU'\ wher at\OlNtr c:nvsc.an has pronounced deaU" aflO comOleted Rem 23'
To Ihe Mst of".y _nowledge. de.lh occurred due 10 Ihe C'VS~IJ and manner .. l.aIN. . . . . . . . . . . . . . . . . . . . . . . . . . .
D.
~
'~AONOUNCINC AND CERTIFYING PHYSICIAN (Ph'f'i'Coa" ""'h "''''''''''''''''0 ,,,,oth and c""~yong 10 cause 01 "".'hl
To m. ~ of my knowtedgft, de.th occurred.' ttw tIm4. dl.e, and pl.c.. and due to the C'U..(I).nd manner 111,.ted.. ... . . . . . ... .
."EDICAL EXAMINER'COAONER
~~~~~::I~::~~~.I~~~I~~.a.~~'o~ ~~~~~'~~~I.i~~: ~~ ~.y. ~~I.~i~~: ~~~~~ ~~~~~~~~ ~~ ~~~ ~I~~..~~'~: ~~~.~I~~~: ~~.~~~ ~~ Ih~ ~~U.~~~),~~~ 0
3h.
AEGISTRAR'SSIGNArUREANDNUM~ _. "'. f"'.... \-"- \ o..LJ,.
~ \"1 ,t..-.U\~(\__. ld,t 'dll,ol
..
21-01-494
LAST WILL AND TESTAMENT
I, MARTHA J. CALAMAN, of The Borough of Carlisle, Cumberland County,
Pennsylvania, do hereby make, publish and declare this to be my last will and testament, hereby
revoking all wills heretofore made by me.
1. I direct my personal representative to pay all of my debts, funeral and
administrative expenses as soon as convenient after my decease.
2. I authorize and empower my personal representative to sell any realty and/or
personalty owned by me at my death and not specifically devised or bequeathed herein, at public
or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee
simple, as I could do if living.
3. I give, devise and bequeath all of my estate of whatever nature and wherever
situate to my four children, share and share alike, the child or children of any deceased child now
living taking the share their parent would have taken if living.
4. I nominate and appoint Deborah K. Loy, B. Charles Calaman, Paul E. Calaman,
III, and Dennis L. Calaman to be the executors of this my last will and testament, they are to serve
as such without bond.
5. I suggest that my personal representatives retain the services of Irwin, Irwin &
McKnight, Carlisle, Pennsylvania in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ ~ · day of
October, 1993.
--"j Jj cfi.Pr I~ /V? 1. (j .L~-1r~~~AL)
MARTHA J. CALAMAN
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.
yY4..UX blld-~,L./.-./
~~;;r? ~~~
ACKNOWLEDGMENT AND AFFIDA VIT
WE, MARTHA J. CALAMAN, SHARON L. SCHWALM and CHERYL L.
CLELAND, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testator signed and executed the instrument as his Last Will and that he had signed willingly, and
that he executed it as his free and voluntary act for the purpose herein expressed, and that each
of the witnesses, in the presence and hearing of the testator, signed the Will as a witness and that
to the best of their knowledge the testator was, at that time, eighteen years of age or older, of
sound mind and under no constraint or undue influence.
~R~l.'C~~
0lAb~ ~ )Q'aiw'~v'
SHARON L. SCHWALM
C:~/ O;~
CHER . CLELAND
COMMONWEALTH OF PENNSYLVANIA
:ss:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by MARTHA J. CALAMAN, the
testator herein, and subscribed and sworn to before me by SHARON L. SCHWALM and
CHERYL L. CLELAND, witnesses, this ~ day of October, 1993.
3- cL
Notarial Seal
'- .-,. Roger B. hwin, Notary Public
Cartisre Bora, Cumberland County
My Commission Expires OJ. 3, 1996
Member, Pennsylvania Association of Notaries
1
--
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
MARTHA 1. CALAMAN
Date of Death:
May 1. 2001
Estate No.:
21-01-0494
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 June 12. 2001
Name
Address
Deborah K. Loy
B. Charles Calaman
Paul E. Calaman III
Dennis L. Calaman
P.O. Box 426. Boiling Springs, P A 17007
10 Stone Church Road. Carlisle, P A 17013
322 Roxbury Road. Newville. P A 17241
315 Richland Road. Carlisle. P A 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
Date:
06/12/0 ]
)
,( .,YL4
Signature ."
IRWIN, MCKk
~.dL
Name Roger B. Irwin, Esquire
Address 60 West Pomfret Street
Carlisle, P A ] 7013
Telephone (717) 249-2353
Capacity:
Personal Representative
x
Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
'[
J
55:
Deborah K. Loy, Dennis ~~alama~~ Charles Calaman and Paul E. Calaman, III
____ according to law, deposes and says that they are the Executors
of the Estate of Martha J. Calaman
late of ____~h~__~()_r()ug~___o!_ Carl~_~l:-~ ~_ _____, Cumberland County, Pa.. deceased and that the
within is an inventory made by the above-named persons__ ______, the said Executors
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
as of the date of decedent's death.
being duly
sworn
19 2001
Deborah K. Loy
P. o. Box 426
> Boiling Springs,
J 4o?~
B. . Charles Calaman
10 Stone Church Road
Carlisle, PA 17013
~;e~/
Sworn
before me, ~J1oi\
Dennis L. Calaman
315 Richland Road
Carlisle, PA 17013
/2; c-dl~..<
. Paul E. Calaman, III
322 Roxbury Road
Carlisle, PA 170U
~
Date of Death
01
05
2001
Day
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
~
~nventory of the real and personal estate of
MARTHA J. CALAMAN
deceased
1. 105 South Orange Street, Carlisle Borough, Cumberland County, PA.
105,000 00
2.
65 Shares Cumberland Valley Co-Op Assn. . .
650
00
3.
M&T Bank - Checking Account
326
47
4.
Waypoint Bank - Savings Account .
18,252
91
5. Mortgage dated 12/30/92 to Dennis L. & Donna M. Calaman - 8%; $100,000.00;
monthly paYment $836.45 . .
75,973 11
6. Public Sale Proceeds. .
5,551 75
TQTAL.
205,754
24
1 (.4-;)3/ -' 101.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
Recorded{'~c,CG of
Registe; \,\/jlls
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-20-2001
CALAMAN
05-01-2001
21 01-0494
CUMBERLAND
101
.01 NOV 30 P 3 : 19
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE
Clerk-;'"
PA l'O.1mbe:'L1,d PA
A.ount Re.itted
5~~ ~
U~
REV-1595 EX AFP [12-00)
MARTHA
J
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, sub.it the upper portion of this for. with your tax pay.ent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iE-v;i5~3-E)f-AFP--(i2-:o0)------i(.-liiHERI-fANciE-T;ri-RifCORO--ADjiUsTM-ENT--..-----------------------------
ESTATE OF CALAMAN
MARTHA
J FILE NO. 21 01- 0494
ACN 101
DATE
11-20-2001
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
ADMINISTRATIVE CORRECTION
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.inistrative Costs/
Miscellaneous Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Govern.ental Bequests; Non-elected 9113 Trusts
Net Value of Estate Subject to Tax
10.
II.
12.
13.
14.
TAX:
15. A.ount of line 14 at Spousal rate
16. A.ount of line 14 taxable at Lineal/Class A rate
17. A.ount of Line 14 at Sibling rate
18. A.ount of line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
ll)
(2)
(3)
(4)
(5)
(6)
(7)
105,000.00
650.00
.00
.00
100,104.24
.00
.00
(8)
205,754.24
15,935.08
189,819.16
.00
189,819.16
.00
8,541.86
.00
.00
8.541.86
.,. In...'" 1(1:'-'1:.1..... n T+J
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-01-2001 CDOOOI04 405.26 7,700.00
09-28-2001 CDOO0327 .00 436.60
TOTAL TAX CREDIT 8,541.86
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
(9)
llO)
13,746.06
2,189.02
lll)
ll2)
ll3)
ll4)
. IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
(Schedule J)
(15)
ll6)
ll7)
ll8)
.00 X 00
189.819.16X 045=
.OOX 12 =
.OOX 15 =
ll9)
J
{
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
CALAMAN, MARTHA J
REVIEWED BY
Bryan Rondon
ITEM
SCHEDULE NO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
Receipt# CD000327 applied to the estate.
EXPLANATION OF CHANGES
ROW
FILE NUMBER
ACN
2101-0494
101
Paqe 1
;trJ.3/ ~ I~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
-~ ~
'Jv~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG I PA 17128-0601
REY-1607 EX AFP 112-00)
Recoraed (;I';\Ce of
Register ot 'PilUs
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-19-2001
CALAMAN
05-01-2001
21 01-0494
CUMBERLAND
101
MARTHA
J
.01 NOV 26 All:4 7
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST Cterk-(). Cuurt
CAR lIS lE OtanWolsd Co., PA
Amount Remitted
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, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv=i6oj-Ex--AFP--fi"2-:ofir------...--xNifERITANc'E-TAx--si"]rfEMENi-OF-ACCOUNf--.-ii------------------ ---
ESTATE OF CALAMAN MARTHA J FILE NO.21 01-0494 ACN 101 DATE 11-19-2001
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-05-2001
P R I N C I PAL TAX DUE: ...................................................n.........n..n.......n........
8,541.86
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-01-2001 CDOO0104 405.26 7,700.00
09-28-2001 CDOO0327 .00 436.60
TOTAL TAX CREDIT 8,,541.86
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 "CREDIP' (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
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______ fold
ESTATE INFORMATION: SSN: 196-14-2877
FILE NUMBER: 21-2001- 0494
DECEDENT NAME: CALAMAN MARTHA J
DATE OF PAYMENT: 09/28/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 05/01/2001
NO. CD 000327
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $436.60
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$436.60
REMARKS: ROGER B IRWIN ESQUIRE
CHECK#17921
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DFPARTMENT OF REVENUE
-
" BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
_u_____ fold
ESTATE INFORMATION:
SSN:
FILE NUMBER:
DECEDENT NAME:
DATE OF PAYMENT:
POSTMARK DATE:
COUNTY:
DATE OF DEATH:
TOTAL AMOUNT PAID:
REMARKS: ROGER IRWI
CHECK#1773
SEAL
INITIALS: VZ
RECEIVED BY:
REV-1162 EX(11-96)
NO. CD 000099
ACN
ESSMENT
CONTROL
NUMBER
101
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
THIS RECEIPT IS BEING REPLACED WITH CD 104
AMOUNT
$77,000.00
$77,000.00
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__ fold
ESTATE INFORMATION: SSN: 196-14-2877
FILE NUMBER: 21-2001- 0494
DECEDENT NAME: CALAMAN MARTHA J
DA TE OF PAYMENT: 08/01/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 05/01/2001
NO. CD 000104
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $7,700.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$7,700.00
REMARKS: ROGER B IRWIN ESQUIRE
CHECK#17737
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
THIS RECEIPI' REPLACES CD 99
'\. / ~ - c:2.3 / - / c::;./
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-05-2001
CALAMAN
05-01-2001
21 01-0494
CUMBERLAND
101
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
*
REV-1547 EX AFP (12-00)
MARTHA
J
Allount Rellitted
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
105,000.00
650.00
.00
.00
100,104.24
.00
.00
(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 ~
iif,,=is4j-Ex-AFP--flf:ooi--NOTicE--oF-':fNHEifiTANCE-"-AX-A-PPRA-isEHENT-,--ALi-oWANCi-iri-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CALAMAN MARTHA J FILE NO. 21 01-0494 ACN 101 DATE 11-05-2001
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. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage 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
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~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. 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. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE:
(9)
ClO)
13,746.06
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax payment.
205,754.24
11; 931) 08
189,819.16
.00
189,819.16
(19)=
.00
8,541.86
.00
.00
8,541.86
2.189.02
Clll
(12)
Cl3)
Cl4)
.00 X 00 =
189,819.16 X 045 =
.00 X 12 =
.00 X 15 =
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-01-2001 CDOOOI04 405.26 7,700.00
PAYMENT MUST BE MADE BY 02-01-2002*. TOTAL TAX CREDIT 8,105.26
BALANCE OF TAX DUE 436.60
INTEREST AND PEN. .00
TOTAL DUE 436.60
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
If:
V
s~
Name of Decedent:
MARTHA J. CALAMAN
Date of Death:
Mav 1. 2001
No. 21-01-0494
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: ~ Yes _ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. 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.
Date:
12/11/01
/j ~ ~-_r
Signature
N HT & HUGHES
'-
()
':'":"
Roger B. Irwin. Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle. P A 17013
City, State, Zip
(717) 249-2353
Telephone Number
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X Counsel for Personal Representative
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
REV-1500 EX + (6~OO) .
CAPB
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIAST,AND MIDDLE INITIAL)
Ca1aman Martha J.
DATE OF DEATH(MM-OO-YEAR)
FILE NUMBER
(i_
OFFICIAL USE QNL Y
I (c. -~ {)!
IJ-..
21-01-0494
NUMBER
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
196-14-2B77
THIS RETURN MUST BE ALED IN DUPlICATE WITH THE
105,000.00
650.00
None
None
100,104.24
None
None
13,746.06
2,189.02
x
X
X
X
o 0
045
'2
.15
05 01 2001
IF PU SURVI IN
POUS
INITIAL
REGISTER OF WILLS
SOCIAL SEe ITY NU
o
3 date of death
. Remainder Return prim to \2-13-B2)
5. Federal Estate Tax Return Required
8. Total Number 01 Serfe Deposit Boxes
, 1. EJection to tax under Sec. 9113(A)
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
2. supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Oeceder'lt Maintained a LIvIng Trust
(.Attach copy of Trust)
Spousal Poverty CredIt
(date of diHth between 12-31-91 and 1-1-95)
(.Attach copy of Will)
o 9. LitIgation Proceeds Received 0 10.
P N.AME
C
0 0 Ro er B. Irwin Es
R N FIRM N.AME (If .Applicable)
p. 0
E E IRWIN McKNICHT & HUGHES
S N
T TELEPHONE NUMBER
COMPLETE MAlUNG ADDRESS
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
""..~
C
o
M
P
T U
A T
X A
T
I
o
N
1. Real Estate (Schedule A)
2. Stocks and Bonds (SChedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
S. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral E,,;penses & Administrative Costs (Schedule H) {9}
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Sub'eeI to Tax (Line 12 minus Line 13)
(1)
(2)
(3)
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(4)
(S)
(6)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount at Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of Une 14 taxable at lineal rate 189,819.16
17. Amount of Line 14 ta>cable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
Copyright (c) 2000 form software only The Lackner Graup, tnc.
OFFICIAL USE ONLY
(8) 205,754.24
(11) 15,935.0B
(12) 189,819.16
(13)
(14) 189,819.16
(lS)
(16)
(17)
(18)
(19)
0.00
B ,541. B6
0.00
0.00
B ,541. 86
FormREV...1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
105 South Orange Street
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Cred.slPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
8,541. 86
0.00
7,700.00
405.26
Total Credits ( A + B + C) (2)
8,105.26
3. lnterestIPenahy if applicable
O.lnterest
E. penany
TotallnlerestlPenany ( D + E) (3)
4. If Line 2 is greater than Line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Chec:k box on Page 1 Line 20 to request a rolund (4)
5. If line 1 -+ Line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enler Ihe tolal of Line 5 + SA. This is Ihe BALANCE DUE. (5B)
Make Chec:k Payable 10: REGISTER OF WILLS, AGENT
...,.!:\~~i!j~~:iil~l)llliii!:i!!!!!!liimmmmmml!!II!!1Ilil:lillI1!mmilmmmmmlilI1!1!iiii!llii!ii1lilllmmmmlllmmmmmmIliiilll!ll!ilmmmmml!I!I!!!!!!!!!!::;;~!!!!;!"j!.,~.,:!:~::!\mii:,.!:!immm(~~~~~:~::;
:iil!!iilli[~il~l~~t~\mil!il~:!~!::!!!!!!!!!!:!l\jm~~l!i\lllj::\:\:i\m:i:!!~:'::::'::"
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THe APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
8. retain the use or income of the property transferred; ~ I
b# reta~n the rjgh~ to de~ignate who shall use the property transferred or its income; . x
c. retain a reversionary Interest; or . x
d. receive the promise tor lite of either payments, heoofits or care? X
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
0.00
436.60
0.00
436.60
o
o
o
[i]
[i]
Ii]
Under penalties of perJury, I declare that I have examined this return, Including accompanying schedules ilnd statements, and to the best of my knoWledge and belIef, it Is true,
correct and complete. Declaration of preparer other than the personal representative Is basEld on all Information of which preparer has any knowledge.
SIGNATUAE~~:O;S~E ;QFILING AETUAN ~~~~r:~x K 42~oy ~~~n~~c~ia~:l~::~
~ fI.. tU~~ u-Boiiing--Sprlng;-,--PA---i7Cf67TcarYisl"-,--Pp,:- 17013 <(-;..-0/
SlGNATUAE OF PAEPAAEA OTHER THAN AEPAESENTATIVE IRWIN McKNIGHT & HUGHES
60 West Pomfret Street
- - CarH~i-'; - - Pi>.- - - i '16i3 - - - - - - - - - - - - - - - - - - - - - - - - - --
DATE
DATE
For dates of death on after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)].
For dates of death on or atter January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) Oi)]. 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 spoLlse is the only beneficiary.
For dates of death on or after July t, 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
parant, an adoptive parent, or a stapparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to orfor the use of the decedent's lineal benefICiaries is 4.5%, except as noted in 72 P,S. 91 1S( 1.2)
[72 P.S. 9116(aX1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.5. 9116(aX1.3)). 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.
CopyrJght(c:)2000formsoftwareonlyThe L.acknerQraup, Inc. FClI'm REV-1500 EX (Rev. 8-00)
ADDITIONAL Personal Representatives
Estate of Martha J. Calaman SS# 196-14-2877 05/01/2001
******************************************************
Under penalties of perjury, the undersigned declare that they
have examined this return, including accompanying schedules and
statements, and to the best of their knowledge and belief, it is
true, correct and complete.
Signature
/J,G2J.- ce
Name
Address Line 1
Address Line 2
City, State, Zip
B. Charles Calaman
10 Stone Church Rd.
Carlisle, PA 17013
Date
q-;}..{;,-o I
Signature
I2J c. dL-- 72?
Name
Address Line 1
Address Line 2
City, State, Zip
Paul E. Calaman III
322 Roxbury Road
Newville, PA 17241
1-.2? -0/
Date
REV -'502 EX ~ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETU~N
RESIDENT OECEDENT
ESTATE OF FILE NUMBER
Martha J. Ca1aman SS# 196-14-2877 05/01/2001 21-01-0494
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 haying reasonable
knowledQ9 of the relevant facts. Real DroDerty which is iointly-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 105 South Orange Street, Carlisle Borough, Cumbo Co. 105,000.00
SCHEDULE A
REAL ESTATE
TOTAL (Also enler on line 1. Recap~ulallon) $ 105,000.00
(If more space is needed, Insert additional sheets of the same size)
Copyright (c) 1996formsoftware only CPSystems, Inc:. Form REV-1502 EX (Rev. 1.97)
REV. 1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Martha J. Ca1aman
SSjf 196-14-2877
05/01/2001
21-01-0494
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE
NUMBER OF DEATH
1 65 shares Cumberland Valley Co-Op Assn. 10.00 650.00
TOTAL (Also enter on line 2, Recapkulation) 650.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form softw.re only CPSystems, Inc.
Form REV-I503 EX (Rev. 1-97)
AEV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCET/IIX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Martha J. Ca1arnan SS# 196-14-2877 05/01/2001 21-01-0494
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 dlselosed on Sehedule F.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ITEM
NUMBER DESCRIPTION
1 M&T Bank, checking account
VALUE AT DATE
OF DEATH
326.47
2
Waypoint Bank - savings account
18,252.91
3
Mortgage dated 12/30/92 to Dennis L. & Donna M. Ca1aman - 8%;
$100,000.00; monthly payment $836.45
75,973.11
4
Public sale proceeds
5,551. 75
TOTAL (Also enler on line 5. Rec.p~ulalion) S 100,104.24
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form :!Ioftware only CPSy:!ltelM, Inc. Form REV-1508 EX (A..... 1~97)
AEV-t51t EX f(t-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Martha J. Calaman
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SSf! 196-14-2877
05/01/2001
FILE NUMBER
21-01-0494
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES:
Cumberland Valley Memorial Garden
726.64
2
Good Shepherd, funeral luncheon
50.00
3
Hoffman-Roth Funeral Home
72.31
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name ot Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Yeac(s) Commission Paid:
2.
3.
Attorney's Fees IRWIN McKNIGHT & HUGHES
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
9,900.00
City
Relationship of Claimant to Decedent
State
Zip
4.
Register of Wills
290.00
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Cumberland Law Journal
estate notice publication
75.00
2
Kevin Wickard Auctioneer
919.20
3
Register of Wills - filing fee
25.00
4
S.W. Barrett Real Estate - appraisal fee
250.00
5
Settlement charges on real estate sale
1,251.62
6
103.55
The Sentinel - Legal
Total of Continuation Schedule(s)
82.74
TOTAL (Also enter on line 9. Rec,poul'lion) S 13,746.06
(It more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 formsottwareonlyCPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV.1512 EX +(1~97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Martha J. Calaman
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
SSff 196-14-2877
05/01/2001
FILE NUMBER
21-01-0494
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Borough of Carlisle, water/sewer
AMOUNT
40.47
2
Ehrlich Green Team
1,714.02
3
Penn Power & Light
69.82
4
Pharmerica
139.90
5
Tom Kuykendall, repairs
224.81
TOTAL (Also enle' on line 10, Rec.p~ul,'ion) S 2,189.02
(It more space is needed, insert additional sheets ot the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV.1513 EX;. (9.00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Martha J. Calaman
SCHEDULE J
BENEFICIARIES
SSIJ 196-14-2877
05/01/2001
FILE NUMBER
21-01-0494
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions. and
transfers under Sec. 9116(aXl.2)j
1 B. Charles Calaman
10 Stone Church Road
Carlisle, PA 17013
Son 1/4 remainder
2
Dennis L. Calaman
315 Richland Road
Carlisle, PA 17013
Son
1/4 remainder
3
Paul E. Calaman III
322 Roxbury Road
Newville, PA 17241
Son
1/4 remainder
4
Deborah K. Loy
P.O. Box 426
Boiling Springs, PA 17007
Daughter
1/4 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 II - 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 (el 2000 form software only The Lackner Group, Inc.
0.00
Fo'm REV-1S13 EX (Rov. 9-00)
LAST WILL AND TESTAMENT
I, MARTHA J. CALAMAN, of The Borough of Carlisle, Cumberland County,
Pennsylvania, do hereby make, publish and declare this to be my last will and testament, hereby
revoking all wills heretofore made by me.
I. I direct my personal representative to pay all of my debts, funeral and
administrative expenses as soon as convenient after my decease.
2. I authorize and empower my personal representative to sell any realty and/or
personalty owned by me at my death and not specifically devised or bequeathed herein, at public
or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee
simple, as I could do if living.
3. I give, devise and bequeath all of my estate of whatever nature and wherever
situate to my four children, share and share alike, the child or children of any deceased child now
living taking the share their parent would have taken ifliving.
4. I nominate and appoint Deborah K. Loy, B. Charles Calaman, Paul E. Calaman,
III, and Dennis L. Calaman to be the executors of this my last will and testament, they are to serve
as such without bond.
5. I suggest that my personal representatives retain the services of Irwin, Irwin &
McKnight, Carlisle, Pennsylvania in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 2., , day of
October, 1993.
--; r; C<-'7 .T/'~ > 1 (XL/]T..J..'i5-AL)
MARTHA J. CAL4MAN
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.
;Mh LIX cI 0..Jh J_ / ~./
r>tl~p?cX! e{~~-./
ACKNOWLEDGMENT AND AFFIDA VIT
WE, MARTHA J. CALAMAN, SHARON L. SCHWALM and CHERYL L.
CLELAND, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testator signed and executed the instrument as his Last Will and that he had signed willingly, and
that he executed it as his free and voluntary act for the purpose herein expressed, and that each
of the witnesses, in the presence and hearing of the testator, signed the Will as a witness and that
to the best of their knowledge the testator was, at that time, eighteen years of age or older, of
sound mind and under no constraint or undue influence.
----~R~1~tA~~~-
vJl.AbAf"K.. d wk#LH<"
SHARON L. SCHWALM
r~ ~?/ rv:~
CHER~{ CLELAND
COMMONWEALTH OF PENNSYLVANIA
:SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by MARTHA J. CALAMAN, the
testator herein, and subscribed and sworn to before me by SHARON L. SCHWALM and
CHERYL L. CLELAND, witnesses, this ~ day of October, 1993.
3. cL
Notarial Seal
.... Roger B. liwin, Notary Pubfrc
Carlisle Bora, Cu",be~ard Caunty
My COmmission Expires Oct. 3. 1996
Membor. Pennsytvania_tionol Nola<ias
- .,-r'
A. UAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1nFHA 2.DFrnHA 31XICONV UNINS. 4 OVA 5 OCONV INS.
SETTLEMENT STATEMENT n. ~~~T I ,. LV'''' "u,"Ioel
". : IN"CA;,t
C. NOTE: Tflis form is furniS/Jed to give yqu a st?tement of ~ct(1al settlement costs. Amqunts pa!'d /0 and by the settlement ?gent are shown
Items mar/<ed "[POC]" were paid outside tIle closmg: tlley are shown !lere for mfern/atlanal purposes and are not Iflc/uded in tfle totals
10 3i98 (WAII,prllM'ERTI7)
D. NAME AND ADDRESS OF BORROWER: E. N,\ME AND ADDRESS OF SELLER F. NAME AND AuDRESS OF LtNDER
Joan E. Wert Single Persoll Martha L. Calaman Estate
113 Wesl Sou1h SI. 105 S. Orange Street
Carlisle, PA 17013 Carlisle. PA 17013
G. PROPERTY LOCATION: H. SETTLEMENT AGENT 1 g8-56~B29g I. SEHLEMENT DATE:
105 S. Orange Street Lindsay Dare Baird, Esq.
Carlisle, PA 17013 August 31. 2001
Cumberland County. Pennsylvania PLACE OF SETTLEMENT
37 Soutn Hanover Street I
I
Carlisle. PA 17013-3307 I
Ji! ~---contra~s I-'nce
:
\ U1, 'Vontrac ~a es nee lVb.VVV.VU 105.000.00
lVi. ersonal Property 4OTVersonaTProperty
lU~. ::;,ett ement charges to Borrower (une 14UU) .,14i19 40I
104. 4V4.
lvo. 405.
r I I U V ,
1 Uti. l....ar IS e I axes to 400. Cansle 1 axes to
1 U f. L-ounly faxes 0"/31/01 to U1/U1/LJ:::! 1<+/.76 40l. County r axes uol"l,u I 10 01/01102 14/.7
1 oe ~chool I axes 10 40t1. ~c ooTTrn'.es 10
~" 4IT9.-
11U
"". 411.
111.. 412.
12V C.,W00 UU/= rKUM JVV/=K 111,""9.95 42V. bKU00 vue luo.14/./b
<vu. , rR'U UI ouu. '''MVUNI uue I' :
"201. DepoSIt or earnest money 4.0VV.00 15ITf. Excess [Jeposlt \~ee Instructions)
LO~. PnnClpal Amount at New Loan(S) "4.DVV VV I SOL. Settlement arges to beller Ine 14uu) 1.2'01.62
203. l::.xlstmg lOan(S) taKen SUbject to I 503. EXisting oan(s taKen su Ject to
204. Ld Morlgage-I ne Legacy ~anK 1O.5VU.OO I 504. F ayon of 111s1 vlOr1gage
lUb. CreOlllo orrower. esc. warve llO.00 150'0 ayoffofsecono IVlorrgage
LUb. L;re It to oorr. Tor La mtg. 105:00 15D~
LUf. 15Q7 (lJeposlfdisO:- as proceeds)
LUO. 1508.
.V". 1509
, , , ,
21 ~ Ca,lisle 1 axes 10 1510. Carlisle Taxes 10
~ County I axes to 511. County Taxes to
212. ~cnool I axes to 1512. School Taxes to
210. 513.
l14. 514.
.21". 515.
I.lb. 516.
":1(. 517.
"'". 518.
2W 519
"LV. I U, AL rA'V 9M' bVV blV. "UN, VV/= 1.'''01 .OL
"YV, ......,," I III 600. 'T :11
JUl. Gross Amount uue t-rom Ijorrower (line 120) 111.889.95 BD1. "GrossAmount LJue 10 Seller {Line q.:::u J 1Vb.147.76
JUL. less Amount r--ala Ijy/t-or tion;ower (une ZlO) I 9B.815.00) 602. Less Redu"ctlons LJue ~eller (Line 520) , 1.251.62.
JUJ vA0nl X ~KUM}( 10)' 13,07495 bVJ. CA0H ( x II -"VM) , 103.896.14
OMS NO 2502 0265 ........
d :;00 GJ\vl
Li,
ii4;~t.,L I C.-;.c..tCZ1Io.<G... )~?./"
/l~Y~::~U~\ y, 2~~7~_-
tl-1--l..-V1 A..'; ;(, ~d:.. _ ~ _ r:!/ HUD-ljJ.S6) RESP^. HB4J05.2
.... --".-
P;ll102
L.:;~ II
roo. TOTAL COMMISSI Based on Prrce $ @ '" PI\\DFROM PAID FROM
"
vlV/s/on 0' GOmmlSSlOn (Ime fUUj as t-OIlOWS: OORROWr:fn'i SEllER'S
,"1., 10 . FUNOSI\T HlNDS^T
11IL, 10 SETTLEf'&:NT SElrLEMENT
IV.j. L.OmmlSSlon t-'810 al ;:;;;ememem
IVq. 0
L~IN VVII M LUAN
~U\. Loan ungl a lOll reS 7. 10
jU;'::. Loan ulscount J.VVVV .,. to \....oay r-fOanClal ;::Jervlces ".5"U.UU
,v.;. f\ppralSal ree iO \....ooy r-manClal ~erVlces ~IO.VU
'V4. "reoll Kepon to l.ooy rlnanClal ;:,ervlces OV.VV
,v,. rlaau "ew Icauan ee to \.....ooy t'manClal ~eNlces L I.'V
~UO. I-ees palo to .:10 parties by Leg to Legacy ~anK 1OO.UU
~U/. A.ssumpnon ee to
evo.
ev". ue\. ~rem. .IVO pu vy ~o" ~'''~v L,;oay t-lnanClal ",erVlces ~u"
t:l"lU. escrow vvalver ree to "lU.VU
ell. Lenoer f\Omln. ree to J' JUU
IU''','
901. Interest From 08/31/01 10 09/01/01 @ $ {day \ 1 days '%1 15.46
::jUL MOrtgage Insurance I"'remlUmlor manu IS 10
~ t"J. Hazara Insurance I"'remlUm lor 1.U years toNatlonWlde Insurance euc ,JUL.uue
"V4.
"liO.
1001. Hazard Insurance monlhs @ > per month
1 uu;'::. IVlOrtgage nsurance montns @ . per monln
-I UU.j. .....ar ISle axes momns @ . per monln
IUV4. .....ounty I axes montns lQ! > per mont
1005. ScMol ,axes montns lQJ . per monln
IVVO momns @ :j:I per momn
!OOf. monlns lQJ . per monln
1008. Aggregate Adjustment months @ $ per month
l1'm. "'L
1 '1'~1 i. Settlement or Closing Fee 10
11 UL. AoslraCt Of Title ~earch to Lindsay Uare l::3alrd, esq. "v.UlI
-11v.j. Deed Preparation to Koger tL Irwm, l::squlre PUC
1104. I ille Insurance !:jlnder 10
1105. Uocument l-'repara\lOn 10
110b. Notary fees to Niven J. !::laird lu.uu 4.00
1107. Attorneys I-ees 10
mCluues 8J.Jove I em numlJers: )
11 U/j, lltle Insurance \0 DOOfO
$853.7510 Lindsay Dare Baird, ESQ.
(mCIUOes aDove Item numbers: )
11 U~. Lenaer S L.overage .
Il'IV. uwner S L.Qverage .
1111. ~f\ tnoarsemem 'VV. OVV. "VV \0 Llnusay uafS [jalra. t:sq. '"v.vv
I I -I L. uvernlgm mall LO unusay uare Dalru, t::sq. JU.U'
I -I -1.:1. L.loslng ;::.ervlce Letter 10 Lindsay Dare Balra, r:.sq. "o.OU
"'UU. "UV~I ,ANU
1201. Recording Fees: Deed $ 25.50; Marlgage $ 85.00; Releases $ 110.50
ILV"::' L.uY/L.ounIY I aX/;::Jlamps:ueeu " IVlongage .vov.vu
ILOj. ~tale laXI>;lamps: Revenue ::ltamps , IVlortgage 1.vov.uu
IL04.
'iVO.
130U. ADUI
:301. Survey to
: 30~. Pest Inspecllon to
JOJ. Water and ~ewer to .....anlsle ~orougn " 1-0.;oq- 1 "eS7
j04.
30(). ::>choo\ 1 axes 10 Capital Tax Collection Bureau uqu."" 1bO.15
4U". IUIAU.~II (t:nter on Lines -IUJ, >:tee Ion oJ ana ~Ui:, \:Ieetlon K) b,lqL.H 1.L01.bL
By Signing page 1 of this statement. the signatories acknowledge receipt of a completed copy or page 2 of this two pa e statement.
Certified to be a Irue copy
"--.'- /' ./---
/y. /
~ 'I' (ij. I '/ '{'
.(1.1< 1~1,/<~~(,
L,rldsay Dare Baird, q.
/5ettlement Agent
/ '~
g
I
\' /", ,1
(/ ,J i",
( WERT I WERT! 7 )
m1M&rBank
!-:;;;!r7,
i './ i~ '-
~ ~- --
-,,', '\'1
June 12,2001
'"
; \\..
,.
RE:
Estate Search
The Estate of:
Date of Death (0.0.0.)
MARTHA J CALAMAN
5/112001
To Whom It May Concem:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
i\ccount
Type
Accollnt Number
Account Title
Opening Branch
0,0,0.
Balances
,Includes ACCL
Int.)
S326.47
Accrued interest
CHK
406376
OPENED 9/67
MARTHA J CALAMAN
4319
s.oo
"
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 infonnation 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 TION
BY:
t;~{ ~ck~ ~.aA<'3Jy
Authorized Signature
DATE:
b/ \ L -C I
Manutacturers and Traders Trust Company. 1100 Wehrle Drive, PO. Box 767, Buffalo, NY 14240.0767
. .
-VI Way~qi!'Kt
LOOK FOR US, WE'LL GET YOU THERE.
IRWIN i\ICKNIGHT 8:. HUGHES
60 WEST POMFRET ST
CARLISLE PA 17013
The information which vou requested on the MARTHA CALAMAN ESTATE
(Social SecurilY Numb~r 196-14-2877) is as follows,
Account Number(s)
5500008099
Class of Account
SAVINGS
Date Opened
032901
Principal Balance
18252.91
Accrued I merest
Balance at Date of Death
18252.91
Account Ownership
SOLE
Name of Joint Owner, if any
Date Ownership Was Established 032901
Additional Information Requested PLEASE COMPLETE W-9
i:;re11 LjP~11J
Kathh. Young
Senior Services Rep,
P.O. 80x 1711. HARRISBURG. PeNNSYLVANIA 17105-1711
Toll Free 1-866-WAYPOINT (1-866-929-7646) . www.waypointbank.com