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HomeMy WebLinkAbout95-00469 Pt:TITION nm PIWUATE und GRANT or LETTERS ';;1- 95- '-161 v Ii.Hale <If Cnthorino E. ^nkf'V also kllo"'1I as No. To: ReglMel of Wills for the . D",'eased. Coul1lY of _ CUlnhel'lnn.1 In the Social Seeurily No. 204-03-3907 Commonwealth of I'ennsylvunla The petillon of the undersigned respeclfully represems thai: Your pelltloner(s), who Is/lilt 18 years of age or,older an the execUI I' J" in lhe Inst will of the nbove decedem, dnled I' I'll run rv 1 3 nnd eodlcll(s) dnled nnmed ,19.111- Decendent wns domiciled al death In Cumberland COUI1lY, Pennsylvania, wilh I' or lasl family or principal residence at 113 Pi (th Str""t. ',"mnyn" , Cumb 'IlUlIe rch:\'Dnl ciH:lIl11~ll1l1t'Cli, c.l!,. rcnum:ialhm. death or (",(CUlor. elc.) Decendent, then 80 years of age, died Juno 8 . 19 9S at 113 Fifth ~tr~pt T,pmnyn~ C"l1mhrU'" ~n,.:w "'''''''Rt.~. r nqRnFtyl"ania . Except as follows, decedent did not marry, was nOI divorced and did nol have a child born or adopled afler execullon of lhe will offered for probate; was notlhe vicllm of a killing and was never adjudicated Incompelenl: Deeendent at death owned properlY wilh estimated values as follows: (If domiciled in Pa.) All personal properlY (If not domiciled in Pa.) Personal property In Pennsylvania (If not domiciled in Pa.) Personal properlY In County Value of real estate in Pennsylvania siluated as follows: (list meel. number and mundpalil)') S 17,000.00 S S S WHEREFORE, petilloner(s) respectfullY presemed herewilh and the grant of lellers theron. request(s) the probate of the last will and codieil(s) testamentary (lcsIOmenIOr)': administration c.l.0.; admlnbtrallon d.b.n.c.t.a.) 'E 6 "'- 'ii~ "8 "g,= .'- -:~ 'O'~ S. ~ .. Vi 1~~~? i:fe-j'c'v 113 5th st.. l.cmovn('O. P^ 1"7n41. - OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } COUNTY OF _ CUMBERL/lND l::lS The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing pelition arc true and correct to the beS! of the knowledge and belief of petitioner(s) and thaI as personal represen. lative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. a ' ;tU ? affirmed an~~T~bsJ~~~ r. l~~~k i. s~~,A' / MAR~ C, LEWI; ! Rcg;srcr f~/~/' Sworn to or before me this , '" ..' " '" ~ l: ~ ~ rS- t./t) - .5 No. ?1 - q~ - 469 Estate of C^TIIEIIINIl E. ^SKEY . Dcccascd DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JUNE 19. 19.JlL, In consideration of the pelllion on lhe reverse side hereof, satisfactory proof huving been presented before me. IT IS DECREED thai the Instrumenl(s) dated FEBRUARY 13. 19B7 described lhereln be admiued to probate and filed of record as the last will of Catherine Il, ^skey and LelterS Testamentsry are hereby granted 10 Frederick E. Ssgle (ffi rh. FEES Probate, Lellers, Ele. ... . . . . ., S Short Certifieates( 5) .., . . . . . .. S RcnWlclalion ................ S ^-~ages b.UU JCP L 5.60 TOTAL _ S 76.00 Filed ..... ~~.N.~ . ~ ?...1 ~?~, .. . .. .. .. .. . .. MARY C. LEWIS David II. stone, 139785 ATTORNEY (Sup. Ct. I.D. No.) 414 Bridge St., New Cumberland, P^ 17070 ADDRESS 50.00 15.00 Fi ;(1 co I: .. ~<:( -,no f") C. 'Cl .- ~ ..j l;' () III .1> CI: a: , .ii t: 138 ~ Mailed letters and order to attorney on 6-19-95. 21 - 95 - 469 co t":~ ,- r: ~i I) <'l ';10:; t'<:r M " fl"::" C. " {) \C) i) ~ "J ~ " i:-, j f1) 0 ',I , :;')- me: , ~ '~ti_8 0:' 08 " ',j " t ~. -, i '~; 't--' . ~ . , M.,C\.' - ':~hrj ',--. J .: ~. ,1". 'i..,-.,-,j',. "{ ......s...L~~ " ,f_,> .:i. " " " ,',- ".-,' -f . , , ~" . '>r"",:/~_l;_,'\;::.: -~,1~~ ~,,' (- ,\",:-;' -':'\:~'i.j~'~._ ':":; ,~.!.,,,~, ,,/ ~. 0# A sl{F 'I - . I.AST WlI.l. ANn n:STMmNT ()~. c^,rlllml Ni' i'. AS~IW I, CATHERINE E. ASKIW, of the llorOllllh of I."moyne, County of Cumberland, and Commonwealth of l'ennaylvllnJa, declare this to he my lost will nnd rovoke any wJ 11 prf'vlollnly mllde hy mo. mm I: I devise und hC(IUeath all of my en tote of every nnture and wherever situate to my son, FII~:IJERICK E. SAGI,~:, if he survives me. It is my desire that my said son dIspose of my estate os he sees fit. ITEM 11: Should my sou, FRlm~:RICK E. SAGJ,~:, fail to survive me, 1 devise and bequeath all of my cst/He of every nuture and wherever situate to my son, GEORGE WlI,LIAM SAGI.E. In:M II I : I direct that all tnlles that may be assessed in con- sequence of my death, of whatever nature und by whatever .1uriadiction imposed, shall he pAid (rom my residuury ('stnte ns 0 part o( the ellpense o( the admi- ntstratJon o( my estllte. [Tim IV: I Appoint lilY son, I'Rlmi'llICK E. SAGI.E, i'lIccutor of this my lost wtll. Should my aon, ~'RElJlmICK E. SAGLi' , (oil to qualify or cease to nct AS ElIecutor, 1 appoint my son, Gi'ORGE WILI,IM' SAGI,E, ElIecutor of this my lost wil 1. ITI-:tl '{,: I direct that neither my ElIecutor or his successors shsli not be required to Ilive bond for the faithful performonce of their duties in STONI, BAJIR . aTIWART Ahomey. ., L.w '" 14 Bridge 8t,... New Cumberl.nd, P.. 17070 - Sworn to or nffi rmml to /lnd ncknllwledl\ed before me by CATIIIlIUNIl \':. ASKIlY, the TeHtntr1K, thlH f,J.y.f day of ~f.J~L.d.-Af . 1987. !(AYE RIHIf LUCKIY, Nellry Public New Cllmbtrllnd, Cumberllnd Co., p" My CommIlllon bplrll Mardi 27, lYu\ .A/ ~~. _E.aLIL .I,<:,~.- -----; J Nota y I'ublry- COMMONWIlALTII OF PENNSYI.vANIA :55: COUNTY OF CUH81lRLAND We, y(, .~ \"'0 ..I ({ l rJ1c-t-L_.,....L j' - nnd I Jl^/.:,.I Atv(. ~ L kAf- LI, the witnesseH whose names are signed to the nttnched or foregoing Instrument, being duly qualified according to lnw, depose and soy that we were present and sow Testatrh sign and ellecute the Instrument as her lost wJll; thnt Testatrix signed wllllngly and that she executed it ns her free and voluntary oct for th purposes therein expressed; thnt each of us in the henrlng and sight of the Testatr1K signed the will as witnesses; that to the best of our knowledge, the Testatrill was at that time eighteen or more years of age, of sound mind and under no constraint c,,' undue Influence. ~~L/;/ 4z'<-#;;;'l/sL~_ WltnesH /.) lJ (!~<1:tt.Al~ "./ >{Js..p..,.U!~ WitnesH Sworn to or nfflrmed to lInd acknowledged beforc me by ~c.iza...d_' z,'/' ...,lEa"..",.:/: nnd !J..,1d-i:t.LC,.<-/X. ~,of /,: ,wltnesscs, this .d!:. day of ...LJ'I~""''''''O'''''' ,1987. STONI, BAJI" . tlT.WART Attorney. at Law 414 Bridge Bu.., Naw Cumberland, P., 17070 1~' >e. 1:;L<!.&tJ...... , Not ry Publ Page 3 ~YE RENEE lUCKEY, Notary Public New Cumberland, Cumberland Co,. p", Mj (ommllllon Expire. Marth 27,196', '1-,1, "of! c CERTIFICATION OF NOTICE UNDER RULE S.6Ca) Name of Decedent: Catherine E, Askey Date of Death: June 5, 1995 Will No, 1995-00469 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court rules was served on or mailed to the following beneficiaries of the above captioned estate on June 22, 1995, Frederick E, Sagle 113 Fifth Stret Lemoyne, PA 17043 Notice has now been given to all persons entitled thereto under Rule 5.6(a), Date: (...,.'n"7<; '0 t,;C '.'.1 " .'.1 .10: (T, " " '-'- ;-., I , \0 C'I '-, " ;;J ~ ., " {j't"li .- ';~l " no ~ 'E Q'Cl: ~8 Cl: D :j, -'11, tone 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Capacity: .x Personal Representative Counsel for Personal Representative , ... ~. ~- ..~. -., ..~. , .----- -- ~---- - - ~ ----- -------- ---- - --'--- - ------- -- ---, --- -fOIOHU, Q....AA. . 082121 COMMONWEALTH OF PENNSYLVAN.IA N~ .' .. DEPARTMENT Of REVENUE '''~l'' ~;""~I' '. .. OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAl( ~J RECEIVED FROM, ACN ASSESSMENT P:' CONTROL ... NUMBER & AMOUNT STONE DAVID HEAN 414 BRIDGE STREET 101 le,ooo.oo NEW CUMBERLAND, PA 17070 ESTArE INFORMATION, ~ FilE NUMBER 'iI 2l-l99~-0469 ~ NAME OF DECEDENr (lAST' ~ ASKEY CATHERINE E II DATE OF PAVMENr 1:1 POSTMARK DATE COUNrv fOIDHllf SSN 204-03-3907 IFIRSt) (Mil CUMBERLAND DAtE OF DEATH REMARKS m TOTAL AMOUNT PAID 12,000.00 VZ FREDERICK E SAGlE SEAL CHECK.. 002 I J .' Y! It ," 1." '; I RECEIVED BY . I'., I, 1.-,< ~, "11v.'u) I' "",/ . S10NATUR~. '.. 1/ , ./. 1 (\,4 J'lt,' , MARY C. LEWIS ,,- REGISTER OF WIllS I', I" REGISTER OF WILLS ---------------- ------:---- -- - - ---':,-- -_. '- -------,- ---J ,- ~ . . . . --. ": --.,.,.,- l' --__--.-:-_~.~_..lI _ _ -~ .; ~.._.- \. RlV.IS00 IX. t,.Q.1 * (--- 'OR DAm 0' DIATHAmR 12131/91 CHICK HI' If A SPOUSAL 0 POVIR", CRIDIT IS CLAIMID fill HUMRIR 1. Roal Ellalo (Schodulo AI 11 I 2. Slach and 8and. (Schodulo BI (2) 3. OalOly Hold Slack/Partno"hlp InlorolllSchodulo q (3 ) 4. MartB'Bo, and NOlO. Rocolvablo ISch.dulo 01 ( 4 ) 5. Ca.h. Bank Dopa.III & Mlltollanoaul Ponanal Praporty (5) 16.925.12 (Sch.dulo EI 6. Joln,ly Ownod Praporty (Sch.dulo FJ ( 6 I 6 ~ 6 ~ ~ 10 7. Tran"", (Schodulo G)ISchodulo II (7) 8. Total Gra.. Au.t. (total Un.. 1.7) 9. Fun.ral Exp.n.... Admlnhtrativ. Co.", Mhcellan.ou. 191 13. 2S 7 .ll3 E><po,," (Schodulo HI 10. Dob", Martgago lIabllitlll, lion. (Schodulo II 110) 10 fifi 1 1~ 11. TOlal Doductlan. (Ialalllnll 9 & 10) 12. Nol y,luo of E,'alo (lIno 8 mlnulllno 11) 13. Charitabl. and Gov.rnm.nlol Slqu.... (Schedul. JI 14. Nol Yaluo 5ubJoct 10 Tax(lIno t2 mlnulllno 131 15. Spautal Tran"o" (far datil af doalh akor 6.30.9~) S..lnllructlan. for Ar,pllcabl. P.rcentage on R.ven. (15) Sldo. (lndudo valuo. ram Sch.dulo K or Schodulo M.) 16. AmaUnlafllnolAtaxabloal6%ra'o (16) 3B.461.24 (Includ. valulI from Schodulo K or Schodulo M.I 17. Amaun' of lIno lA taxablo 0115'1'0 ralo (17) (Includ. valu.. from Sch.dul. K or Sth.dul. M.) lB. Principal lax duo (Add lax from lInll IS, 16 and 17.1 19. Credill Spoulol Pav.rty Cr.dil Prior Paymenll Dllcoun' Inl.rllt + $" .nnn nn +$101; ?e. 20. IIl1no 19 10 groator Ihan Uno 18, onlor lho dlHoronco an lIno 20. Thl. 10 Iho OVERPAYMENT. m 0 ."rr.r:I~""'''.._'j'I...lf'''.''''ln~.lllh......."r:Tnr:'''T.I.1n.''''.IIJ.J!l!.i'.IIli.1l. 21. If lint 18 fa srlal.r than lIn. 19, .nt.r the diff.r.ncI on lIn. 21. Thl. h the TAX DUE. A. Enllr the int.r'lt on the balanc. due on Un. 21 A. 8. Enlor tho 10101 of Uno 21 and 21A an lIno 218. Thl.II Iho BALANCE DUE, Malel Ch.cle Pavabl. tal R.gl..., of Willi, Ag.nt ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE'AND TO REOlECK MATH -< Jnder Plnolll.. of p.rjury, I dlclar. that I have examined thll return, Including accompanying Ichedule. and Ital.m.ntl, and to the belt of my knowledgl ond beli.f, r II truI, correct and completl. I d.clar. thot all r.ol eltal. hal bltn r.parted at true mark.t valu.. D.darallon of pr.par.r oth.r than thl p.nonal r.prel.ntative j, ,al.d on 011 information of which preporer hOI any knowl.dgl. tGN,t,:r~~O'~~~N_Rf~'~511}l'0"'PlUNGIt TUltN AOOUU DAIl ~ L~~ 113 N. 5th Street, Lcmo nc PA 17043 GNAIU .(PARER OTHU HAN II PIIUtNTA1IY( ,t,oouu P.O. l!! .,:5;:: IdlEu !i:coCO u~~ /g_ Lj()_ !J- INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) cou~\v CODE C PIN 'S C "'Pl ADDllU ffi iii III co COMMONWfAlTH O' PfNNSYlVANIA OEPARIMINT 0' UVfNUl Of" 210601 H....ltlSlU.O. PA 17128.o60t OleeDfN ' NAMIlLA5 . 'IU . AND MIOD\IINIIIA11 Cathcrine H. SOCIAL SIC IllY HUMin DAll 0' IIIt'H 1-( 3-\:> 113 N. 5th Strcet Lemoyne, PA 17043 Co. Cumberland. AMOUNT uellvlD (511 INSTRUCTIONSI ~iAR ~JU'B I" AP.."t:Jl.III! IUIVIYINQ IPOUII"1 ",""IILAII, 'II,. AND MlDOU ltollll'll o 3. R.malnd.r R.turn (far dato. of doalh prlar 10 12.13.8 o 5. federal Ellatl Ta" R.turn R.quired DAIl O. DIAIH 204-03-3907 06-0B-95 ~ o o 2. Supplomonlal Rolurn 1. Original R.lurn lilffi ..co ..z B2 o "D. Futur. Int.,.at Compramll. (far dalll of doath akor t2.12.821 (;9 6. O.c.d.nt DI.d T.llol. 0 7. D.c.d.nt Malntaln.d a Uvlns Trult IAllach capy of Willi (A"ach copy of Trulll ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATlONSHOUUI BLDIRECTED TO. HAMf COMPLUf MAILING ADOIISI Stone LaFaver & Stone P.O. Box E " .-.;1 4. Umltod Ellato _ B. Total Numb., of Safe Depolit Bau TfLEPHONI HUMin r. z co 5 ! .. (B) 62,380.42 111) (121 1131 1141 23,919.18 38.461.24 .00 3I1,4bl.~4 )C,_- )C .06. 2.307.67 II .15 . z co 8 ~ .. co u )( .. .. (18) 1.J97.."7 (19) (20) ?, ln~ ?,., 202.41 .00 202.41 1211 121AI (2181 ESTATE OF , ~~.. ....._~ .. SCHEDULE E CASH, BANK, DEPOSITS AND MISCELLANEOUS PERSONALPROPERTV FILE NUMBER Catherine E. Askey ITEM NUMBER I. 2. 3, 4. 2195-0469 DESCRIPTION VALUE AT DATE OF DEATH Dauphin Deposit Bank and Trust Company-Checking Account #0033359741 Members 1st Federal Credit Unlon.Shnre Savings Accounl 114791O'(){), Principal 257.70,lnterst $.19 $15.009.19 257.89 Members 1st Federal Credit Unlon.Checking Account 1147910-11, Principal $1,471.00, Interest $.64 Capital Blue Cross.refund 1,471.64 186.40 TOTAL Also enter on line 5. Rcca Ilulallon $16.925.12 i Account No. Type Date Opened or Issued Date Closed or Matured D Dauphin Deposit Bank and Trust Company MAIN OFFICE: 213 MARKEl STREEI. HARRISBURG. PENNSYLVANIA 17101 717-2&~212' Decedent confirmation NAme: Catherine E, Askey Social Security No.: 204-03-3907 Date of Death (DOD): 06/08/95 0033359741 ------------------------ ------------------------ ------------------------ Checking ------------------------ ------------------------ ------------------------ 01/02/86 ------------------------ ------------------------ ------------------------ 08/24/95 (Closed) ------------------------ ------------------------ ------------------------ Date of Death Balance $15,009.19 PLUS ------------------------ ------------------------ ------------------------ Date of Death Accrued Int. -0- (Paid on 000) ------------------------ ------------------------ ------------------------ Joint (),lmers (if any) None Date of Joint (),lmership ------------------------ ------------------------ ------------------------ ------------------------ ------------------------ ------------------------ ------------- ------------------------ ------------------------ ------------------------ Special Comments: N/A Additional information available at $20.00 per hour. One hour minimum. Date Prepared: September 6, 1995 Prepared by: Carolyn A, Berkebile Telephone No. (717) 255-2054 Customer Management Information Dept. (CMI) Page 1 of 1 Form 00-020-218 (REV 7/93) SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Cutherine E, Aok J.lntt......(.) 219~'O469 NAME ADDRF.llH IlEloATlllNHIIIP 1'() IlECEIlENT A. Frederick E. Sugle 113 N,5th Slrcct, Lcmoyne, pA 17043 son B. C. J.lnd'.......... '''''''"11 LETTER ITEM FOR IlATE DESCRIPTION OF PIlOPERIT TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBER JOINT MADE OF ASSET %INT, DECIlDENT'S INTEREST TENANT JOINT J. A 1987 All that certain lot of land situate in lite Borough of Lcmoyne, Cumber- land Co., PA being sume premises which Callterine E. Askey, widow, und Frederick E. Sugle, by Iheir deed daled , 1987 and recorded in Cumberlund Co. Deed Book_, Vol.__ Page _' gmnled und conveyed unlO Catherino E. Askey, widow, und Frederick E. Sugle, 115 joint tennnlS WiOl right of sulVivor- ship und not us teuonlS in common, one of the dccedenlS herein. Assessed vulue ($6,820) X common level mUo (13.33) $90,910.60 50% $45,455.30 TOTAL (A1IOm1cronlino6, Ree.pitul.'ion) $4',4",30 - ,> , TillS DEED HADE TIlE ( 3 day of of our Lord one thousand nine hundred Re. eighty-seven in the year (1987) . BETWEEN CATHERINE E. ASKEY, Widow, and FREDERICK E. SAGLE, of the Borough of Lemoyne, County of Cumberland and Commonwealth of Pennsylvania Grantors, and CATHERINE E. ASKEY, Widow, and FREDERICK E. SAGLE, aa joint tenants with right of survivorahip and not as tenanta in common Grantees, WITNESSETH, that in consideration of ONE AND NO/lOO-------------------------- ----------------------------($l.OO)-----------------------------------Dollar in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey to the said Grantees, their heirs and assigns, ALL THAT CERTAIN lot of land situate in the Bor.ough of Lemoyne, Count of Cumberland, and State of Pennsylvania, more particularly bounded and described as follows, to wit: TONI, .AJI" .. IITIWA"T BEGINNING at a stake on the eastern line of Fifth Street on the dividing line between Lots Nos. 169 and 170 aa shown on the hereinafter men- tioned Plan of Lots, being the corner of lands now or late of S. J. Quigley; thence along the eastern line of Fifth Street North 32 degrees West 125.76 fee to s stake at the southern extremity of the arc or curve connecting the easte line of Fifth Street with the southerly line of Washington Terrace; thence alo said curve to the east with a radius of 10.87 feet, a distance of 22.43 feet t a stake in the southerly line of Washington Terrace; thence along the southerl line of Washington Terrace North 86 degreees 13 minutes East 42.31 feet to a stake; thence continuing along the southerly line of said Washington Terrace 0 a curve to the left having a radius of 579.92 feet, a diatance of 94.80 feet t a stake; thence along the western line of Lota Nos. 160 and 161 South 32 degre s East 77.54 feet to a stake at Lot No. 170 on said Plan; thence along the northern line of said Lot No. 170 South 58 degrees West 140 feet to a stake at the place of BEGINNING. lo,ney. at Law 4 Srldg_ St,... Cumberland. Pa. 17070 BEING Lots Nos. 168 and 169 as shown on the Revised Plan No. 3 of For Washington, aaid Plan being recorded in the Cumberland County Recorder's Of fie in Plan Book 2, psge 26, excepting, however, a portion of said Lot No. 168, which is included within the limits of Washington Terrace ss presently constructed. HAVING thereon erected on Lot No. 168 a two and one-half story stone dwelling house known as 113 Fifth Street, Lemoyne, Pennsylvania. BEING the same premises which Janet E. HcSparran, single woman, by he deed dated Hay 15, 1979, and recorded in the Office of the Recorder of Deeds i and for the County of Cumberland and Commonwealth of Pennsylvania in Deed Book K, Volume 28, Page 60S, granted and conveyed unto Shannon D. Askey and Catheri e E. Askey, his wife, and Frederick E. Sagle. The said Shannon D. Askey died February 22, 1985, thereby vesting an undivided one~half interest in the afore said property in Catherine E. Askey, one of the Grantors herein. THIS is a conveyance between mother and son and is exempt from all re 1 estate transfer taxes. AND the said Grantors hereby covenant and agree that they will warrant specially the property hereby conveyed. TONI, IIAJ... . STIWAftT lorney. ., L8w 4 Otldg. Slreet CumHrt_nd, Pa. 17070 Page 2 ITOH., BAJa.. . aTWWANT :10~ye e' Law 04 Orldge S"'" , CumlMrtend. P., 17070 ""j"" 'J>', .;,.;",."",t,.'Ji."'",,,,,, '''''-. ".' 1 do hereby certify that the preciae reaidence and complete post office address of the within named Granteea arel DATED I Attorney for COMMONWEALTH OF PENNSYLVANIA . . :88 COUNTY OF CUMBERLAND RECORDED on this day of A.D. 19_____, in the Recorder's office of the said County, in Deed Book , Volume , Page . Given under my hand and the seal of the said office, the date above written. , Recorder. Page 4 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Catherine E, Askey ITEM NUMBER A. B, 2. 3. 4. C. I. 2. 3. 4. 5. 6. 7. 8. 9. t.. 2. I. 2195-0469 Funeral ElllenlC.: DESCRIPTION AMOUNT ---'"-"~"".~_.-."~--~.. -,.... "_""_T"~'_"'-~""="""_' PUIUlcmore Funeml Home-funeral expcnses $ 6,197.50 Admlnl.lralh'e CO'I': Personal Represcntalh'C Commissions Nt A Social Security Number or Personal Represcntalivc: Year Commlssion paid Allorncy Fees Stonc LaFaver & Stonc $ 3, II 9.00 Family Exemption ClaillUlnt Frederick E, Snele Relalionship son Address or Claimant at decedenl'S death Slrccl Address 113 N, FiRh Slreel Clly Lcmovnc Slalc PA Zip Code 171143 $ 3,500.00 Probalc Fecs Lellers Teslamental)' & short cert. (S76.00), filing Inheritance Tax Rcturn & Inventol)' 9$25.00) 111.00 MI.cellaneou. Elllense.: Cumberland Law Journal-adl'. llrnnl or lellers nle Patrlol Ncws Co, -adv. llrnnt oflellers Rcsen'c for closlnll c.~pcnscs 40.00 90.33 200.00 TOTAL Alsoenteronllnc 9. Reen llulallon) $13257.83 IDHARRIS" D SAVINGS BANK Second aud Pine Streets 1'.0. Box 1711 lIarri.burR, I'cnnsylvanla 17105.1711 717/236.4041 September 5, 1995 Stone, LaFaver & Stone Attn: David H. Stone 414 Bridge St POBox E New Cumberland Pa 17070 RE: Estate of Catherine E. Askey Date of Death: June 8, 1995 Dear Sir: This letter is in response to your correspondence dated August 28, 1995, requesting account information associated with the above referenced decedent. Therefore, I have prepared the following: Account number: 0102000382 Type of Account: Mortgage Loan Registered Ownership: Shannon D, Askey-deceased Catherine E. Askey-deceased Frederick E, Sagle Account Origination Date: May 15, 1995 Date of Death Principal Balance: $20,681,83 Interest accrued at Death: $42.23 Current principal balance: $20,320.05 Current Interest Rate: %10.500 If you have any questions, or have need of any further information, please do not hesitate to contact me at 1-800-554-4572, ext, 2922, 5~ Shelia A. Blust Loan Support Services , I i' I SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Catherine E. Askey ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY 2] 95.0469 RELATIONSHIP AMOUNT OR SHARE OF ESTATE I. Frederick E. Sagle ] 13 N. 5th Street, Lemoyne, PA 17043 son 100% residue ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitablc and Governmcntal Bequests: .(). NONE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also cnter on IInc 13. Reea itnlatlon $ .00 LAST WILL AND TESTAMENT OF CATHERINE E. ASKEY I, CATHERINE E. ASKEY, of the Borough of Lem~yne, County of " Cumberland, and Commonwealth of Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I devise and bequeath all of my estate of every nature and wherever situste to my son, FREDERICK E. SAGLE, if he survives me. It is my , ... J desire that my said son dispose of my estate as h~ sees fft. ~ ITEM II: Should my son, FREDERICK E. SAGLE, fail to survive me, I devise,and bequeath all of my estate of every nature and wherever situate to my son, GEORGE WILLIAM SAGLE. ITEM III:. I direct that all taxea that may be assessed in con- . sequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the admi- \ nistration of my estate. ,. ITEM IV: I appoint my son, FREDERICK E. SAGLE, Executor of this my , .. last will. Should my son, FREDERICK E. SAGLE, fail to qualify or cease to act as Executor, I appoint my son, GEORGE WILLIAM SAGLE, Executor of this my last will. ITEM V: I dircct that ncither my Executor or hia successors shall not be required to give bond for the faithful performance of their duties in STONI, GAol... . 8TIWA"T A"omey. et l.8w .. 1.. Brldg_ 8tr... New Cumbe,lend. P., 17070 STON_, eAJ_" . STnY""T ttDrn.ya .t Law 14 Btldg_ Su..t y Cumb.rt.nd, P.. 17070 any jurisdiction. IN WITNESS WHEREOF, I, CATHERINE E. ASKEY, have hereunto set my hand and aeal this ..Lli!1 dsy of y::;; ~"'VA" \1 , , 1987. R-n~ ~. adt~ CATHERINE E. ASKEY SIGNED, SEALED, PUBLISHED and DECLARED by CATHERINE E. ASKEY, by the Testatrix above named, ss and for her Last Will and Testament, and in the pre- sence of us, who at her request, in her preaence and in the preaence of each other, have subscribed our namea as witnesses. ... , dJuJ MJ;.;:J Witnesa .rv1 I ....;..t e iF ',~ (L, ~ ~ I Address p~ ~~K~J Witness l1o~~e~. rr~ Address COMMONWEALTH OF PENNSYLVANIA: :88: COUNTY OF CUMBERLAND '\ ( I, CATHERINE E. ASKEY, the Teststrix whose name is si~ed to the I .. attsched or foregoing instrument, having been duly qualified according to law do hereby acknowledge thst 1 signed and executed this instrument 88 my last will; that I signed it willingly and thst I signed it 88 my free and voluntary act for the purposes therein contained. ~~~ CATHERINE E. ASKEY Page -2 8TONI!. 8""'1!" . STIWART Attorney8 ., Law 4'4 Ekldg. St,..' ".w CumtMrt8nd. P.. 17070 - .' '";~~':.~~~j.1 t:.~ :.(<;.::..,~.. .::.~., ...' ~ "'''.~''='''"'' ,-'. " .1 :.., .?:":t,, \. ' ,n' .. .'''''. .:....... '. ,',,-.. . ;... i" ~ ~"'\' ": '!'.~' ',.' '., .... .' Sworn to or affirmed' to and acknowledged before me by CATHERINE E. ASKEY, the Testatrix, this '1.1'11 day of ~J1)~~ ,1987. ItAYE R!lIR 1.UClC!'(, Notary Public New Cumberland, Cumberland Co., Pa. Nrt COlMIbaIon Elcplres Mmh 27, 1989 o/7r ~ ~>c-tf'rJ= . Nota Publ " "', . COMMONWEALTH OF PENNSYLVANIA : :55: .\ '. .....:. '. COUNTY OF CUMBERLAND We, {(Ie. L... vA (1 1 <;-r"UI~ .... L and f,,^,.;;r~wc.~ L. ~ILLI', the witnesses whose names are signed to the attached or forego~ng instrument, j.. , ' being duly qualified according to law, depose and say that W$ were present and saw Testatrix sign and execute the instrument sa he~,last will; that Testatrix '. signed willingly and that she executed it as her free and voluntary set for th purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. ~/ 4P/J&-'k.J2: Witness ( , (? /JAL<1-:&AU p'/f7f ~A /-L Witness Sworn to or affirmed to and acknowledged before me by ~-t"j~zJ. ..i.tv,...,u.T. and/.2.n~.;{. ~A.f',:' ,witnesses, this /sYl day of, ;(,~./ , 1987. , .;- '~rJn ~. 1; ,~I!~~/ Not Publ '. ' I' \' ( .. ' ", ~ :\. '. ItAYIl RENEE LUCICEY, Notary Public Niw Cumberland. Cumberland Co., Pa. My Commlulon expires March 27, 1989 00,," , ,(, ," \ Page 3 . ,j Inventory of the reel and personal estate of Catherina E. Askev deceased PERSONAL PROPERTY 1. Dauphin Deposit Bank and Trust Co. -Checking Acct. 110033359741 15,009 19 2. Members First Federal Credit Union-Share Savings Acct. 1147910-00, Principal $257.70, Interest $.19 257 89 3. Members First Federal Credit Union-Checking Acct. 047910-11, Princips1 $1,471.00, Interest $.64 1,471 64 4. Capital Blue Cross-refund 186. 40 $16,925 12 TOTAL PERSONAL PROPERTY REAL PROPERTY NONE , .c' r.:::H' p' '" :;, ;30 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND L J ----- al I'rodcrlck E. !ll\~L: .ccardlng to law, dopa... and .ay. that h. la the ElIecutor of tho Estato of r.llt'h""~n", r.' Af..Iltn}' lat. of ~'LIlDrougll_Qf...J.emOynll>---- , Cumb.rland County, P.., d.c....d .nd th.t the within I. an Inventory made by Frn~nr",.lt V ~IIHlll..-- I the .IId VVnf~II"'nr of the .ntlr. .st.t. of .ald d.c.dent, can.lstlng of .11 the p."anel proporty .nd rul .st.te, .xc.pt rul ....t. auhld. th. Cammanw.elth of P.nn.ylvanl., and th.t the /lgur.. appo.lt. uch It.m of the Inv.ntory r.pr...nt It'. f.lr velu. .. of the dela of d.c.d.nt'. death. b.lng duly sworn 19 ;' 4~h<--<.d.,/Aap 'rederick E. b".'or. .A.I.IaIW&I.o.. - Sag1e and .ub.crlb.d b.far. me, 11J N. 5th Street, Lemoyne. PA 17043 Add.... Del. of De.th 08 Doy 06 MDnth 95 Y.., INSTRUCTIONS I. An Inventory mu.t be flied within three month. after appointment of pe"on.1 r.pr..ent.tlve. 2. A .upplement Inventory must be flied within thirty d.y. of dl.covery of .ddltlan.1 ....... 3. Addltlon.1 .heeh m.y be .tt.ched a. to personalty or rulty 4. See Article IV, Flducl.rl.. Act of 1949. ~ .,; w .. w ~ .... >- .. ~ .. a- Qj u . g 0 '" .It .. '" ... W 0: W III C .. . i= a- .... < .; 0. E Z -' -' ~ 0 . " 0. 0 W .... tol 0 ~ > 0 <( '" ... i: z Qj 0 Z 0 " '" c C " VI Z .... c3 0 0: ... Qj Z w <( Qj .c .... a- .c ... ... ... c '" - .. "C U 0 .. I .JI ... oM .. e - . 0 I .. " li: 0 -' 0 CD -- ..'. .-....... -.. ..~ . f~'~-----~--------------"---------------------- - ----- [ DNO.AA082530' COMMOND~:~~~T~~:~:~:YLVANIA . ". OFFICIALRECEIP1'ePENNSYLVANIAINHERITANCEANDESTATETAX .1'#011.21.1....1 *~ ; , . . .. . RECEIVED FROM: D ACN ASSESSMENT ~ CONTROL ~ NUMBER AMOUNT STONE DAVID H ESQUIRE POBOX E 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 101 .c:0c:.41 _'OIDHflf ESTATE INfORMATION, ~ fiLE NUMBER g 21-199:5-0469 E1 NAME Of DECEOENT (LAST) ASKEY CATHERINE E II DATE Of PAYMENT m POSTMARK DA E COUNrv SSN 204-0:3-:3907 (fiRST) (Mil CUMBERLAND DATE Of DEAtH m TOTAL AMOUNT PAID .202.41 CW REMARKS FREDERICK E C/O DAVID H CHECK" 217 SAGLE STONE ESQUIRE REGISTER OF WillS ,- RECEIVED BY." " 'L. / $IGNA'uof ' " I MARY c. ~EWIS ~ REGISTER OF WILLS '.-: --:'[." SEAL , 1~~---------------~--~---------~---------~----~-~~' f , ., .---' ----.."....-- . "7-:.-'-.7.-~..A..lI _ - ~~~ _... j /.'5 "11).".s- REV"1547 EX AFP 112"951* cQHHONWEAlllt Of PENNSYlVANIA DE:PARlttEHl Of REVENUE BUREAU OF INDIVIDUAL TAXES MP'. rl0601 HARRISBURG, PA 17121.0601 ACN 101 NOTICE OF INHERITANCE TAW APPRAISEHENr, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAW DATE 04-22-96 FILE NO. COUNTY CUMBERLAND 06-08-95 NOTE. TO INSURE PROPER CREDIT TO YDUR ACCOUNr. SUBHIT THE UPPER PORTION DF rHIS FOR" WITH YOUR TAW PAY"ENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE Ta "REGISTER OF WILLS. AOENT" REMIT PAYMENT TO: DAVID H STONE ESQ STONE ETAL PO BOX E NEW CUMBERLAND PA 17070 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 A.aunt R..! ttad CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iik"'v=i!;4j"EX"Af:ji"nZ=9sTNCificE""OF-YNHEififANCE-YAX"'AppR'AiiiEHEN:r;-,'iL.i:ciwANcnfliu--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ASKEY CATHERINE E FILE NO. 21 95-0469 ACN 101 DATE 04-22-96 TAli RETURN WAS. (X) ACCEPTED AS FILED I CHANGED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l eat.t. (Schedule A) (1) 2. Stock. and Bond. (Schedule OJ (2) $. Cla..ly Hald stock/Partner.hip Int.r..t (Schedul. C) (5) 4. Hortgag../Not.. Recaivable (Schedule DJ (4) 5. C..h/B.nk Dapoalta/Hllc. Parlonal Prope,.ty (Schedule E) IS) ft. Jointly awned Prop.,.ty (Schedule F) (6) 7. fran.fa,.a (Schedule OJ 17) 8. Total A...t. .00 .00 .00 .00 16,925.12 45.455.30 .00 IBI 62,380.42 APPROVED DEDUCTIONS AND EXEMPTIONS: 13,257.83 9. Fun.,..l Expan.../Ad.. Coat./Hi.c. Expen... eSchedul. H) (9) 10. Debt./Hortgag. Li.bilitle./LI.n. eSchedul. I) nO) 10.661.35 11. Total Daduction. ell) 12. Het Valu. of r.x Return (12) lS. Charitabla/Govern..ental B.qu..t. (Schedul. J) (13) 14. Het Valua of Eat.t. SUbject to rax (14) NOTE: If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of 8hh returns assessed to date. ASSESSMENT OF TAX: lS. A_aunt of Lln. 14 at Spou.al rat. CIS) 16. Aaount of Lin. 14 taxable .t Lin..l/Cla.. A rat. (16) 17. A.ount of Lln. 14 taxabl. at Coll.t.ral/Cla.. 8 rate (17) 18. Principal rax Due ?~.qlq lA 38.461.24 .00 38,461. 24 .00 38.461.24 .00 II .00. II .06. K .15. llBI .00 2.307.67 .00 2,307.67 TAX CREDITS: PAYHENT DATE 09-08-95 01-19-96 aISCOUNT 1.1 INTEREST (-) 105.26 .00 A"OUNT PAID 2,000.00 202.41 RECEIPT NUHBER AA082121 AA082530 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 2.307.67 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I C/' ~f? ~ ::0::0 iT 0: <u lI: " ~!. ' 0 ~ -, , . ~ :' ;:-.. " ~ " " ' .J ,- n ;:. . . l~ 10 Vi' ~c U. Q )>~ - .c.. RESOVATtDNI Ed.t.. af dec.....U dying an or H'a,.a DK"''' U, 1911 .... If M, future Inta,.ut In the a,'at. h t"MI'.rred In po.....lan or .,Jov-ent to Cl... . (collet.r.l) ben4flcl.rl.. of the dec~t .'t,r the ..p.t.llon Df MY I,'at. for 11'. or 'or )'..,.., the C~.lth hereby ..p,....lv rll.rv.' the right to appral.. ~ ...... l,-MI'.r Innerltene. t.... at the lew'ul CI... . (collate,.all ,.at. on MY .uch future Int.r..t. PURPOSE OF NOTICE. To fulfill UII nqulr.""U of SICUon Z1~O of the Inh.rltanc. and E.t.t, law: Act, Act IZ of .".. 7Z P,.. Section 2140. PAMMT r Dat.ch the top portion of thl_ Nolle. and .~lt with your p.y..nt to the Rlgl,'I,. of Will, printed on the ,.a"I,... .Ide. ultllk, ~k or 110M)' order Plv.tJ11 tal REGISTER OF MILLS, AGENT AU PIVM"tI r.cllved .....U flnt be ~1l" to MY Inta,.... Witch ..y be dUll with MY ,....1""" "'UN to tM t... REFUND (CA)I A refund of e tew: credit, which ..e. nat requ..ted on the Taw: Return, .ay be nque,ted by CHIIlaUng 811 "'application for A,fund of Pennlylvanl. I~rlt~. and Eltete taw:- CREY-IS1S). application, ere avallabl. at the Office of the Reallt.r 0' Willi, anv 0' tM ZS Aevenue Dlltrlct o"lc.., or by calling the .paclal Z~-hour M....rlng ..rvlca nuab.r. 'or 'or.' orderlngl In Penn,YlvMI. 1-800-S62-2050, outllde Penn.vlvanla and within local Harrlaburl araa (717) 7.7-10'4, TODI (717) 712-2252 CH.arlng lap.lr.d Onlyl. OIJE:CTlOHS' Any p.rlY In Int.r..t not ..thfled ..lth the ~rah.-.nt, allowanc. or dl,.llow~' 0' daductlon., or .....lIMnt 0' talC C Including dhcount or Intlrut) a. .hoNn on thh Notlc. au.t obJlct within ,hlY (60) day. of nCllpt 0' thll Notln by' ....rltten prota.t to Uti PA DIP,rt.ent 0' Rill""", Board 0' App.al., D.pt. ZllOZl, HarrllburG. PA 17121-1021, OR ".Iutlon to h.vI the ..tt.r dltlr.ln.d at audit 0' the account 0' tha p.r.onal repr..."tatlv., OR --app..l to the Orphan," Court. ADHIN lSTRATlYE COAMCTIOHSI INTEREST I Factual .rror. dl.cov.r.d on thl. .......ent should b. .ddr...ed In wrltlna tal PA D.p.rt,ant 0' Alvenue, Bur.1Y 0' Indlvldu.l TIIC", ATTHI Po.t A......."t R.vllw unit, O.pt. 210601, Harrl'burG. PA 1712'-0601 Phone (117) ,.7-6505. Sa. pega S of the bookl.t "'In.tructlon. for Inharlt~1 T.w: R.turn 'or. Aa.ldant O.c.dent"' (MY-150IJ for an Iw:plan.tlon 0' ad.lnl.tratlvaly corr.ctabla .tror.. If InY t.w: due I. p.ld within thra' I)) c.l.ndar aonth. .,tlr the dacadent', d..th, . 'Iv. parcent (5~1 discount 0' the t.. p.ld I. allow.d. Int.r..t I. chargad beginning ..Ith 'Ir.t d.y of dallnquency, or nine C,) .onth. and ~ (I) d.y 'roe the data of d..th, to the dlt. of payeant. TalCa. which bac... d.llnquent bafor. Janu.ry I, 19.2 ba.r Int.r..t .t the rat. 0' 11M ('~) p.rcant p.r ~ calculatad at . dally rat. of .000164. All tllC" which bee... dallnquent on and a't.r January I, I"! ..III baar Int.r..t at . r.t. ..hlch will vary 'roe caland.r va.r to c.I~.r yaar with that rat. announced by the PA DlPartsent of Ravanua. Th. .ppllcabla Int.r..t t.t., 'or I'.! through I'" .ra' DISCQt.lCT1 '!!!! Intar..t Aat. O.lly Intar..t Factor !!!r- Int.r..t A.ta O.llv Int.r..t Factor 1'12 Zn .000"1 1..7 OX .000!47 I'as I'~ .OOOUI ""-1,"1 IlX .00UOI 1914 U:t .00osn 19" 'X .00OZ41 ..IS UX .00OSS6 I.U-1994 7X .00Dln .... laX .OOOZ74 1995-1'"' 'X .00OZ47 ....Intlr..t II calculat*' .. folio.... INTEREST . IA~CE OF TAX UNPAID X NUnlER OF DAYB DELINQUENT X DAILY INTEREST FACTOR "-Anv Notlea luuad .ft.r the taM beeOtll' delinquent ..UI r.fI.ct ." Intarnt calcul.tlon to flft.." (11) daYI b.vond the data 0' the ........nt. I' p.v..nt I. .ada aftar the lnt.r.,t coaput.tlon data .hown on tn. Hotlc.. additional Int.r..t au,t ~ calculatad. Aacn" j',!,,,.' of Rr, .i: ~ .-;, l~\'iilt) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Catherine E. Askey Date of Death: 06-08-95 '96 JUrI 18 P12:2 4 Cloi',, " " '~rl Cum!.;,."" ',:.'.. PA Will No. 2195-0469 To the Register: 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. Yes -2L- State whether administration of the estate is complete: No_ 2. If the answer is No, state when the personal representative reasonably believes that the adminietration will be complete: 3. If the answer to No. 1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes No X Date: (b) The separate Orphans' Court No. (if any) for the personal representative's account is: N/A (c) Did the personal representative state an account informally to the parties in interest? Yes --X- No _ (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. (,. \1 '1(, i-~ ~) l)'~ . DaVid'-H~ Stone, Esquire 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative X Counsel for Personal Representative ,/ ~