HomeMy WebLinkAbout03-1067PETITION FOR PROBATE and GRANT OF LETTERS
Estate of
also known as
VIOLET O. CASSNER
Deceased
Social Security No. 201-16-4269
No.
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioners are 18 years of age or older and the Executors named in the last will of the above
decedent, dated August 1, 1997, and codicil(s) dated none.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at 257 Three Square Hollow Road, Newburg, Hopewell Township.
Decedent, then 83 years of age, died December 22, 2003, at Carlisle Regional Medical Center,
Carlisle, Pennsylvania 17013.
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 Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: Hopewell Township, Cumberland County
$ unestimated
$
$ unestimated
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented
herewith and the grant of letters testamentary.
C~ R. Cassner, Jr.
8'~5' Prospect Drive
Shippensburg, PA 17257
(717) 532-3703
Newburg, PA 17240
(717) 423-6243
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
fore me this ~'
d yo,
.... Registo¥
adm/~er
Ruby E.
The petitioners above-named swear or affirm that the statements in the foregoing petition are true
and correct to the best of the knowledge and belief of petitioners and that as personal representatives of
the above decedent, petitioner(s) will well and truly the estate according to law.
Sworn to or affirmed and subscribed Cassner, Jr. /
Estate of Violet O. Cassner, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND Now,C-~)ec~zm~r ~c~, ~3 , in consideration ofthe petition on the reverse side
hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated August 1, 1997 described therein be admitted to probate and
filed of record as the last will of Violet O. Cassner and Letters Testamentary are hereby granted to Cyril
R. Cassner, Jr. and Ruby L. Lineaweaver.
Will Book #
Page l{egister of Wills
FEES
Pd:9/z~at~¢',~Letters' Etc. $ / / ~.. o~
~'h-~ficates( ) $ ~
$
~e~atiOn
/ --- TOTAL $/~/0. O o
Carl C. Risch, Esquire (75901)
ATTORNEY (Sup. Ct. I.D. No.)
MARTSON DEARDORFF WILLIAMS & OTTO
10 East High Street
Carlisle, PA 17013
(717) 243-3341
Filed
F:\FILES\DATAFILE\EST AT ES\9103-2 petition Itr
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Lodal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
Fee for this certificate, $2.00
WARNING: It is illegal to duplicate this copy by photostat or photograph.
~cal Registrar
No.
Date
TYPE/PRINT
PERMANENT
COMMONWEALTH OF: PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
Violet O. Cassner
2. Female 3. 201- 16 --4269 4. December 22, 2003
| Cumberland Co. , ~ ~ ~ N.,,~ C~
[ : ,05/25/1920 7 Newbur~ PA [~-n,~ E,~U~,,.~ ~ [~ ~ ~ ,~y)~
I ' " [ ,- ~, I-- I I
1~. Carlisle ]~.Carlisle Reqional Medical Center 1,~'~"'~ [,0. White
I I ~ ~ I ~ ~ D~)
I.... I,,. I,,. 8 t I,,. Wldowed I-.
t'* 83 v,* ;
~ Cumberland
,,~ District Justice
Three Square Hollow Road ~N~
257 ~mDENC~
Newburg, PA 17240 m~w~ 'm-~
r~'HER'S NAME (Fi~m, Mk~le. Last)
Clarence Franklin
Pennsylvania D~ ,~¢.~] ~,., ~.c.d~, ,v.. ~ Hopewell m
C~berland ~? ,Td.O ~ ......
~. Charlotte Flea~le
~. 33 Lovers Lane, Newburq, PA 17240
~'~ / Washington County,
la1=, Smithsburq Crematory b*.. Smithsburq, MD 21783
Jnc.~Ol~-~i~ F.H.~ ~ ~ 3~ ~i~, PA 1725~
,..~ 5131~ 7- ~~ ~a
I-. , /
/
DATE OF INJURY ITIME OF INJURY
0
I
LAST WILL AND TESTAMENT
KNOW ALL MEN BY THESE PRESENTS, that I, VIOLET O. CASSNER,
of Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this my Last Will and
Testament, hereby revoking all prior wills and codicils by me at
any time heretofore made.
FIRST: I direct the payment of all my legal debts, funeral
expenses including my grave marker and all expenses of my last
illness, state, federal estate and inheritance taxes,
administration costs, etc., shall be paid from my residuary
estate and shall not be charged or apportioned to any other
legatee, donee, beneficiary or joining tenant as soon as may be
conveniently done following my decease leaving all specific
bequests free of tax to the legatee.
SECOND: I direct my Executors herein after named to retain
the services of a surveyor and to subdivide my land into two lots
with the Northern most lot beginning at the property line and
extending along the public road to the driveway and extending to
the rear lot line being the lot upon which the mobile home of
Sherry R. Lineaweaver is located and I do give and devised the
lot so subdivided to Sherry R. Lineaweaver upon her payment to
the Estate of the cost of survey, subdivision and other
governmental fees.
THIRD: I give to each of my grandchildren and great-
grandchildren alive at the time of my death, the sum of One
Thousand ($1,000.00) Dollars.
FOURTH: The rest and residue of my estate, I give, devise
and bequeath, whatsoever and wheresoever situate, to my children,
Cyril R. Cassner, Jr. and Ruby L. Lineaweaver, in equal shares,
share and share alike, per stirpes.
FIFTH: I nominate and appoint my children, Cyril R.
Cassner, Jr., and Ruby L. Lineaweaver, as the Executors of this
my Last Will and Testament. If they should fail to serve or be
unable to serve, then in either of those said events, I nominate
and appoint, Sherry R. Lineaweaver, as Executrix of this my Last
Will and Testament.
IN WITNESS WHEREOF, I, VIOLET O. CASSNER, to this my Last
Will and Testament, set my hand and official seal, this ~
day of ~, 1997. ~ ~.
Violet O. Cassner
Sworn to and subscribed, declared and
published by Violet O. Cassner, as
her Last Will and Testament, and so
done in the presence of we the
witnesses, who sign at her request,
and in her presence, and in the
presence of each other.
COMMONWEALTH OF PENNSYLVANIA:
:SS
COUNTY OF CUMBERLAND :
I, Violet O. Cassner, whose name is signed to the foregoing
instrument, having been duly qualified according to law, do
hereby acknowledge that I signed it willingly; and that I signed
it as my free and voluntary act for the purpose therein
expressed. ~~/~ ~c~.~z/6~/
V"lolet O. Cassner
Sworn to and acknowledged, before me,
by Violet O. Cassne~, the .
thi~ /5~ day of Ui~_&~Testatrix', ~997.
Notary Public '
COMMONWEALTH OF PENNSYLVANIA:
:SS
COUNTY OF CUMBERLAND :
DAWN MARIE SHOOR NOTARY PUBLIC
Shipl3ensburg. Cumberland County, PA
IMy Commission Expires February 5. 2000
WE, H. Anthony Adams and Sharon Coleman Adams, the
witnesses whose names are signed to the foregoing instrument,
being duly qualified according to law, do depose and say that we
saw the Testatrix sign and execute the instrument as her Last
Will and Testament; that she signed willingly and that she
executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of
the Testatrix signed the Will as witnesses, and that to the best
of our knowledge and the Testatrix was at the time at least
eighteen (18) or more years of age and of sound mind and under no
constraint or undue influence.
Sworn to and subscribed before me by,
H. Anthony Adams and Sharon Coleman Adams,
the witnesses, this ~ da~ of t~l/~%~,
N~t~ry Public
1997.
DAWN MARIE SHOOR NOTARY PUBLIC
Shippensburg, Cumberlend County, PA
IMy Commission Expires February 5. 2000
VIOLET O. CASSNER
H. ANTHONY ADAMS
ATTORNEY at LAW
128 East KING StREEt, SUITE A
ShIPPENSBURG, PA 17257
(717) 532-3~70
F:\FILES\DATAFILE\ESTATES\9103-2. notice.cert
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Violet O.Cassner
Date of Death:
December 22, 2004
File No. 21-03-1067
To the Register:
I certify that notice of estate administration 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 or
about February 12, 2004.
Mr. Cyril R. Cassner, Jr.
875 Prospect Drive
Shippensburg, PA 17257
Ms. Heidi Cassner
623 Parkview Drive
Phoenixville, PA 19460-4233
Mrs. Ruby L. Lineaweaver
33 Lovers Lane
Newburg, PA 17240
Johnny Lineaweaver
PCS 37 Box 4058
APO, AE 09459
Mr. Chad Cassner, individually,
and as Guardian of Hannah Cassner
502 N. Monocacy Creek Rd.
Douglassville, PA 19518-8737
Mrs. Sherri Porter, individually,
and as Guardian of Cassie Lineaweaver
and Hunter Porter,
265 Three Square Hollow Road
Newburg, PA 17240
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: Februal~ 12, 2004 Signature
...... m ~ m~ Name Carl C. Risch, Esquire
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Attorneys for Personal Representative
HBNA America
P.O, Box ~5X37
Wilmington, DE ~.g850--53.37
877-767-9383
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE, #102
CARLISLE, PA 17013
02/20/04
Re: In the Estate of
Probate Case No.
Social Security No:
Last known residence:
Our Client:
Account Number:
Amount of Debt:
Dear Sir or Madam
VIOLET O CASSNER
21-03-1067
201164269
MBNAAMERICA
4264298468337764
9291.61
Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate.
Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for
your assistance. If you have any questions or if this is a duplicate claim, please call our firm toll flee at
1-877-767-9383.
Cordially,
MBNA America
Enclosures
A check for $5.00 for the filing fee.
cc: Attomey for Estate
Personal Representative
This letter is an attempt to collect a debt and any information obtained will be used for that propose. This letter
is from a debt collector.
4073 2/18/2004 1074727
COMMONWEALTH OF PENNSYLVANZA
COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHANS' COURT DJ:VI:SI:ON
NO lICE OF CI.~IA'I
In Re: The Estate of: Court File No: 21-03-1067
VIOLET O CASSNER
Deceased
TO: THE CLERK OF THE ORPHANS' COURT DZVZSZON:
Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate,
Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2).
MBNA AMERICA
l)
2)
3)
4)
Claimant's name:
Claimant's address:
s)
6)
7)
P.O. BOX 15137
WILMINGTON, DE 19850-5137
877-767-9383
Creditor listed below is the owner and holder of a claim in the amount of
$. 9291.61
The facts upon which this claim is based:
This claim is based on an account for credit evidenced by the attached
Affidavit of Account Stated.
Decedent's address:
Date of Death: 12/22/03
That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by.
On behalf of the claimant, ! do solemnly declare and affirm under the penalties of
perjury that they Information and representations made herein are true and correct
to the best of my knowledge, information and belie~.
Dated: ~,~ /~), ~ ~ /~
~/ Kyle Frenzel/Lucille Roberts/de2s~a Lerbs - Author)~ed Representative For MBNA America
Written notice of claim was given to Persona~'Representat/'ve and/or his/her counsel
as stated below:
RUBY L LINEAWEAVER
Name
33 LOVERS LN
Address
NEWBURG, PA 17240
City/State./Zip ! .
Date notlce rr(ailed
IN RE ESTATE OF:VIOLET O CASSNER
AFFIDAVIT OF ACCOUNT
The undersigned, being first duly sworn deposes and states the follows:
Your Affiant is authorized by the Claimant as its Authorized Representative-
In-Fact to make this Affidavit.
Your Affiant has reviewed the account records of the Claimant with respect
to the decedent. Your Affiant is familiar with these records and accounts and
reviews them as a regular part of her duties.
The Decedent purchased merchandise in the amount of $ 9291.61
evidenced by account number 4264298468337764
4. The unpaid balance does not include any post-death late payment charges,
accrued interest, collection costs or attorney's fees.
Further your affiant sayeth not
MBNA America.
o/ V ts
Representatives:
Kyle Frenzel
Lucille Roberts
Jessica Lerbs J
MBNA America
P. O. Box 15137
Wilmington, DE 19850-5137
Subscribed and sworn before me
This ~:~ ~day of_ ~'~
,2004.
PROBATE FINDER/DECEASED CREDIT MANAGEMENT, LLC
REFERENCE NO. DES~RIpTI0N : ; ; iNV~lCEDATE
4264298468337764
CHECK DATE
2/24/04
4452 REGISTER OF WILLS
ESTATE DEPARTMENT
PO BOX 15409
WILMINGTON, DE 19885-5409
ADDRESS SERVICE REQUESTED
% . J'
'~ .I0425}9[ U.S.
h,,llh,,lll,',,,,,li,,li,,,li;,,li,,,l,l,,ll',l,l,,l,!,,ht,,i
IN THE COURT OF COMMON PLEAS, CUMBERLAND COUNTY
PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF
VIOLET CASSNER
)
) Register' s #
Deceas~ed)
CLAIM
To the Clerk of the Orphans' Court Division :
Index and make proper entry in your official records of the
claim of CITI USA NA in the amount of
2,482.02 against the estate of the above-named decedent. This
claim is filed under Section 3532 (b) (2) PEF Code, 20 Pa. C.S.
ss. 3532 (b) ~2) .
The said decedent, whose last known residence was at
POB 36 NEWBURG PA 17240
Written notice of this claim was given to RUBY LINEAWEAVER
33 LOVERS LN NEWBURG PA 17240
on February 25, 2004
(Claimant) ~
SHAWN HARMER,manager of Citicorp
Credit Services, Inc. USA under limited
power of attorney for CITI USA NA
7930 NW 110TM ST
KANSAS CITY, MO 64153
(Claimant's Address)
Account #(s) 7738211684194
RADIOSHACK POC $2482.02
ARIB ( )
ORGANIZATION
BHV SCR/DATE
STMT BALANCE
AMOUNT SALES
TOTAL AMT DUE
AMOUNT PAST DUE
AMOUNT PAYMENTS
AMOUNT RETURNS
685
007
CCS/FATHOM SYSTE
BEHAVIOR HISTORY INQUIRY
ACCOUNT NBR
PAGE 01
02/19/20
09:27:26
02/03/2004
2,482 02
0 00
122 00
61 00
0 00
0 00
BHV SCR/DATE 610 11/03/2003
STMT BALANCE 2,528.47
AMOUNT SALES 0.00
TOTAL AMT DUE 61.00
AMOUNT PAST DUE 0.00
AMOUNT PAYMENTS 75.00
AMOUNT RETURNS 0.00
0000007738211684194
NAME
CASSNER, VIOLET
644 %~ 605
61.00
0.00
75.00
0.00
12/03/2003
2,504.72
0.00
61.00
0.00
75.00
0.00
635 10/03/2003 637
2,312.67
0.00
57.00
0.00
25.00
0.00
09/03/2003
2,291 71
0 00
0 00
0 00
75 00
0 00
PFi=ARAN PF2=ARMN PF3=ARQN PF4=ARAE PF5=ARME PF6=ARIB
IN THE COURT OF COMMON PLEAS,CUMBERLAND COUNTY
ESTATE OF
PENNSYLVANIA
ORPHANS' COURT DIVISION
VIOLET CASSNER
) Register's ~ 21-03-1067
Deceased)
CLAIM
To the Clerk of the Orphans' Court Division :
Index and make proper entry in your official records of the
claim of CITIBANK USA NA in'the amount of
2,429.72 against the estate of the above-named decedent. This
claim is filed under SectiOn 3532 (b) (2) PEF Code; 20 Pa. C.S.
ss. 3532 (b) (2)
The said decedent, whose last known residence was at
PO BOX 36 NEWBURRY, PA 17240
Written notice of this Claim was given to RUBY L LINEAWEABER
33 LOVERS LN NEWBURY, PA 17240
on March 8, 2004
~C~'~mant)
SHAWN HARMER,manager of Citicorp
Credit Services, Inc. USA under limited
power of attorney for CITIBANK .USA NA
7930NW 110TM ST
KANSAS CITY, MO 64153
(Claimant's Address)
Account .#(s) 6035365010871633
TJ~ ~ ~ha~ S~ment
The Radioshack Statement
** NO MORE DETAILS ON FILE **CRCD 840 RL 0001 OF 0001
CASSNER, VIOLET**PO BOX 36**NEWBURG*PA*17240-0036*603536501~0871633*0
1203 1228 30 61.00 4500
01 1126 l128#P919400AABLGXP81H PAYMENT
02 00000015151126366078660
03 1203 1203#P919400AHBLGXP81V BILLED 'FINANCE CHARGES'
04 16850120021203000107170
05 1203 1203$P919400AHBLGXP823 BILLED 'FINANCE CHARGES'
06 10000055551203000107180
11:12:36 03/04/04
2472 7 0
75.00-
40.02
11.23
2528.47 75.00 .00 .00 .00 51.25
07630 ADB MDSE ADB CASH CUR SALE
27.85 51.25
.00
2504.72
Citicorp Credit Services, Inc. USA
Citicorp Credit Services, Inc. USA
A Subsidiary of Citicorp
Kansas City Regional Center
7920 N. W. 110* St
Kansas City MO 64153
CUMBERLAND CO CRTHOUSE
1 COURTHOUSE SQ
ROOM 102
CARLISLE, PA 17013-3387
RE: The Estate of VIOLET CASSNER
File.Number: 21-03-1067
Dear Sir/Madam, /
Mar~h 9, 2004
Please fin~'enclosed our claim against' the above mentioned estate.
return a FILED stamped copy in the enclosed envelope.
Thank you for your attention to this matter.
Please
Sincerely,
SHAWN HARMER
Manager, of Citicorp Credit Services,
Inc. USA under limited power of attorney for
Citibank USA NA
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 03 1067
_ ~HARRISBUR__G,_pA 17128-_O6~_1 ...... COUNTY CODE YEAR
--DE(~E~ENT~ N~A-~(LAS'ri' FIRST,~-N6~IDD-L-I~ INITIAL) .... ~0CiAL ~FCURiTY NUMBER
NUMBER
: CASSNER, VIOLET O 201 - 16-4269
DATE OF DEATH (MM-DD-YEAR) i--DATE OfBTRTH iMM-DD-'-~'~:~AR) Ti-ilS RETuR~ MUST BE FILED I. DUPLICATE WITH THE
12/22/2003 05/25/1920
lilF APPLICABLE) SURvIViNG sPOosE'S NAME ( LAS~i F~RsT~ND MIDDLE INiTi,~L~ '- i ..REGI_STER OF WILLS
[] 1. OdginalReturn [] 2. Supplemental Return
[] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after
12-12-82)
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach
of Will) copy of Trust)
SOCIAL SECURITY NUMBER
[] 3. Remainder Retu~h iS~i~o-f deathChor i8 i2:1~-82)
[] 5. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11. Election to tax under Sec. 9113(A) (Attach Sch O)
.- 12-31__:9_1_ and 1_-_1:95~
~!~ SEC~!~" MUST BE COMPLETED A~ CORRESPONDENCE AND CONFIDEN~L TAX iNFORMATi0N ~ULD BE DiRECTeD TO;
NAME .... I c0M'PLETE MAILING ADDRES'~
. ,- Carl C. Risch, Esquire
i :IRM NAME (If applicable)
Martson Deardorff Williams & Otto Ten East High Street
~ELEPHONE NUMBER ' Carlisle, PA 17013
717/243-3341
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)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
[] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
(1) 44,.000.~&
(2) . ~o~
(3) None
(4) None
(5) 23,291.12
(6) 354.10
(7) Nor}~
(9) 8,449.75
(lO) 18,470.82
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11 )
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x .00
or transfers under Sec. 9116(a)(1.2)
(8)
67,645.22
(11)
(12)
(13)
(14)
26,920.57
40,724.65
40,724.65
(15)
16. Amount of Line 14 taxable at lineal rate 40,724:65 x .045 (16) 1,832.6 ]
17.Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .1 5 (18)
19. Tax Due (19)
20. []
1,832.61
z
Form REV-1500 EX (Rev. 6-00)
>~ B~ ~URE TO ANSWER ~L Q-~U-~ION$ ON RE~RSE SIDE AND RECHECK
Copyright 2000 form software only The Lackner Group, Inc.
Decedent's Complete Address:
';TREET ADDRESS
257 Three Square Hollow Road
ICITY Newbur-- 7STATE _.f "ZIP ,2_
I g PA 17240
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C) (2)
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line I + Line 3, enter the difference. This is theOVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
Make Check Payable to: REGISTER OF WILLS, AGENT
(1) 1,832.61
0.00
(3) 0.00
(4)
(5) 1,832.61
(SA)
(5B) 1,832.61
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ............................................................................. ~ ~
b. retain the right to designate who shall use the property transferred or its income; ................................
c. retain a reversionary interest; or .................................................................................
d. receive the promise for life of either payments, benefits or care? ...........................................................
2.If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate cons derat on9
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 des gnat on9
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjurg, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and' belief, it is irue, correct and complete. Declaration
preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
Cassner, Jr,
[ESPONSIBLE FOR FILING RETURN
Carl
THAN REPRESENTATIVE
ADDRESS
DATE
875 Prospect Drive
Shippens'burg, PA 17257 /.:/t_/~ ~_ 49/?Z
ADDRESS
DATE
33 Lovers Lane
Newburg, PA 17240 A~/-,;t~ 0O- t9 V
ADDRESS
DATE
Ten East High Street
Carlisle, PA 17013 L~_ ~c..f~. ~1..~
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. {}9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. §9116 (a) (1.1) (ii)]. The statutedoes not exempta transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116
1.2) [72 P.S. §9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF CASSNER, VIOLET O FILE NUMBER
................... 21 - 03- 1067
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 properti/would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE OF
...... DEATH
1 Residence situate at 257 Three Square Hollow Road, Newburg,Hopeweli Township, Cumberl~nd ~ounty, - 44,000.00
PA, known as parcel No. 11-08-0601, being described in Deed dated January 3, 1967, and recorded in
Cumberland County, PA, Deed Book "U", Volume 22, Page 494, and being conveyed to Cyril R. Cassner,
Sr. and Violet O. Cassner. Cyril R. Cassner, Sr. died 9/30/1996. (Value is actual sale price. See attached
settlement statement.)
TOTAL (Also enter on Line 1, Recapitulation) 44,000.00
,.. ~ SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMO.WEALTH OF.E.NSYLVAN.A PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CASSNER, VIOLET O FILE NUMBER
21-03-1067
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
suntivorshJp must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Y-
Orrstown Bank, checking account # 505803
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Orrstown Bank, savings account # 15651
Orrstown Bank, Christmas Club account # 983846
Cash, on hand
State Employees' Retirement System, retirement benefits
State Employees' Retirement System, annuity benefit, beneficiary estate
Adams Electric Cooperative, patronage
Allstate, refund of vehicle insurance
Highmark Blue Shield, benefit
Lancaster Farming, refund
Nationwide Mutual Insurance Co., refund
Nationwide Mutual Fire Insurance Co., refund of homeowners insurance
United Health Care, benefit
Tax proration
Dan Hershey Auctioneering Services, sale proceeds
TOTAL (Also enter on Line 5, Recapitulation)
VALUE AT DATE OF
DEATH
2,565.02
1,132.47
250.38
6,421.00
662.00
2,544.32
51.59
8.85
56.90
62.49
5.30
263.00
270.00
225.55
8,772.25
23,291.12
SCHEDULE F
" COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TA2( RETURN JOINTLY-OWN ED PROPERTY
RESIDENT DECEDENT
ESTATE OF
CASSNER, VIOLET O FILE NUMBER
21 - 03- 1067
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A Cassie Joy Cassner 365 Three Square Hollow Road Great-
Newburg, PA 17240 granddaughter
JOINTLY OWNED PROPERTY:
~ ~ DESCRiPTiO~O~PROPERTY ,
ITEM i FOR: LETTERjoiNT~ MADEDATE ]lncl.ud.e. ne.me .o.,f financial institution and bank account number DATE OF DEATH ~ ~°~°~O.-.F,~ DATE OF DEATH
NUMBER TENANT: JOINT lestate.l°r similar ioend~ying number. Attach deed for jointly-held real VALUE OF ASSET iNDTEE~I~,~T. DEOEDENT'sVALUE OFiNTEREST
1 A o7/o5/199or Orrstown Bank savings account #18010 708.19: 50%i 354.10
TOTAL (Also enter on line 6, Recapitulation) 354.10
INHERITANCE TAX RETURN
RESIDENT DECEDENT
CASSNER, VIOLET O ~FILE NUMBER
21 - 03- 1067
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
I Fogelsanger-Bricker Funeral Home, Inc., Shippensburg, PA 2,716.00
2 Cyril R. Cassner, Jr., reimbursement of funeral expenses 280.86
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
Attorney's Fees Martson Deardorff Williams & Otto (estimated)
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
Probate Fees Cumberland County Register of Wills
Zip
4,125.00
140.00
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Certified mailing, Department of Public Welfare
Register of Wills, short certificate
4.42
3.00
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
1,180.47
8,449.75
· ,~ ~H :
~ cou~ONWE^Cr, O~ ~ENNmV^N~^ Fune~ Expenses &
,N.ER,T^NCE T~X RETU.. Admi~ Co~Is conlinued
RESIDENT DECEDENT
ESTATE OF CASSNER, VIOLET O FILE NUMBER
21-03-1067
3 Register of Wills, filing fee, Inheritance Tax return
15.00
4
5
6
7
8
9
10
11
12
Cumberland Law Journal, advertising Letters Testamentary
The Sentinel, advertising Letters Testamentary
Copies from Lien Search
Cumberland County Recorder of Deeds, Estate Deed, recording fee
Adams Electric Cooperative, electric service pending sale of real estate
Timmons Oil, Inc. kerosene pending disposition of real estate
County of Cumberland, 1% Realty Transfer Tax
2004 Cumberland County real estate taxes
Reserved for filing fees and miscellaneous expenses
75.00
97.55
0.50
40.50
151.44
163.00
220.00
117.48
300.00
Page 2 of Schedule H
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
CASSNER, VIOLET 0
Include unreimbursed medical expenses.
FILE NUMBER
21-03-1067
iTEM / ....
NUMBER DESCRIPTION
1 Orrstown Bank, checking a-ccount #505803,outstanding check fees on date of death
2 Orrstown Bank, line of credit, 202444L, balance due on date of death
3 Adams Electric Cooperative, Inc. account payable
4 CPO2 Billing Center, account payable
5 Lowes credit card # 822-2139-045446-6, balance due
6 Wachovia credit card # 4264-2094-7933-8854, balance due
7 Wal-Mart credit card # 6032-2071-0078-9437, balance due
8 Radio Shack credit card # 0007-7382-1168-4194, balance due
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
281.59
756.48
198.39
52.95
1,705.64
9,291.62
3,754.43
2,429.72
18,470.82
REV-1513~ EX+. (9-00), ~
i SCHEDULE J
· , ' COMMONWEALTH OF PENNSYLVANIA I
,N.ER,TANCE T~ RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF
CASSNER, VIOLET 0
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
- - - DQNot List Trustee(s)
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Mr. Chad Cassner Grandson
502 North Monacacy Creek Road ~
Douglassville, PA 19518-8737
FILE NUMBER
21-03-1067
RELATIONSHIP TO AMOUNT OR SHARE
DECEDENT OF ESTATE
1,000.00
Ms. Hannah Cassner
502 North Monacacy Creek Road
Douglassville, PA 19518-8737
Ms. Heidi Cassner
623 Parkville Drive
Phoenixville, PA 19460-4233
Mr. Johnny Lineaweaver
PCS 37 Box 4058
APO, AE 09459
Great 1,000.00
Granddaughter
Granddaughter 1,000.00
Grandson 1,000.00
II.
See Continuation Schedule(s) attached
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
I NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECT ON 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
~ ' COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CASSNER, VIOLET O
SCHEDULE J
BENEFICIARIES continued
FILE NUMBER
21 - 03 - 1067
AMOUNT ORSHARE
OF ESTATE
i RELAflONSHIP TO
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY : DECEDENT
- . Do Not List Trustee(s)
· m~,¥~= r~,e'r~ ......... ~ [include outright spousal distributions, '~nd transfers Under ~
1o ~ .... ~ ~.~.r~.~H~.~ Sec. 9116(a)(1.2)]
5 Ms. Cassie Lineaweaver Great
265 Three Square Hollow Road Granddaughter
Newburg, PA 17240
1,000.00
Mr. Hunter Porter
265 Three Square Hollow Road
Newburg, PA 17240
Great Grandson
1,000.00
Mrs. Sheri Porter
265 Three Square Hollow Road
Newburg, PA 17240
Mr. Cyril R. Cassner, Jr.
875 Prospect Drive
Shippensburg, PA 17257
Mrs. Ruby Lineaweaver
33 Lovers Lane
Newburg, PA 17240
Granddaughter
Son
Daughter
1,000.00
One-half of estate
residue
One-half of estate
residue
Page 2 of Schedule J
OMB NO. 2502-0265
A. . , B. TYPE OF LOAN:
-U.S~D~PARTMENT OF HOUSING & URBAN DEVELOPMENT 1.j~FHA 2.r'-]FmHA 3.[~]CONV. UNINS. 4. F"~VA 5. r-]coN~/. INS.
6. FILE NUMBER: I 7. LOAN NUMBER:
11125-1 .LINEAWEAVER
I
SETTLEMENT STATEMENT 8. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
1.0 3/98 (11125-1.LINEAWEAVER. PFD/11125-1.LINEAWEAVEPJ14)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Sherry R. Porter and Estate of Violet O. Cassner Orrstown Bank
Troy W. Porter c/o Ten East High Street P.O. Box 250
265 Three Square Hollow Road Carlisle, PA 17013 Shippensburg, PA 17257
Newburg, PA 17240
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SE'I-rLEMENTDATE:
265 Three Square Hollow Road Martson Deardorff Williams & Otto
Newburg, PA 17240 March 29, 2004
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
10 East High Street
Carlisle, PA 17013
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER;
101. Contract Sales Price 44,000.00 401. Contract Sales Price 44,000.00
102. Personal Property 402. Personal Property
103. Settlement Char~ies to Borrower (Line 1400) 2,049.25 403.
104. 404.
105. 405.
Adjustments For Items Paid Bv Seller in advance Adiustments For Items Paid Bv Seller in advance
106. County/Twp. Taxes 03/30/04 to 01/01/05 88.91 406. County/Twp. Taxes 03/30/04 to 01/01/05 88.91
107. School Taxes 03/30/04 to 07/01/04 136.64 407. School Taxes 03/30/04 to 07/01/04 136.64
108. Assessments to 408. Assessments to
109. 409.
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 46,274.80 420. GROSS AMOUNT DUE TO SELLER 44,225.55
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money 501. Excess Deposit (See Instructions)
202. Principal Amount of New Loan(s) 35,000.00 502. Settlement Charges to Seller (Line 1400) 377.98
203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to
204. 504. Payoff of first Mortgage
205. 505. Payoff of second Mortcjacje
206. 506.
207. 507.
208. 508.
209. 509.
Ad/ustments For Items Unpaid By Seller Ad/ustments For Items Unpaid By Seller
i210. County/Twp. Taxes to 510. County/Twp. Taxes to
211. School Taxes to 511. School Taxes to
212. Assessments to 512. Assessments to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
216. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 35,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 377.98
300. CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER:
301. Gross Amount Due From Borrower (Line 120) 46,274.80 601. Gross Amount Due To Seller (Line 420) 44,225.55
302. Less Amount Paid By/For Borrower (Line 220) ( 35,000.00) 602. Less Reductions Due Seller (Line 520) 377.98
303. CASH ( X FROM) ( TO) BORROWER 11,274.80 603. CASH ( X TO) ( FROM) SELLER 43,847.57
gned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & any attachments referred to herein.
Borrower
Seller
Estate of Violet O. Cassner
Sherry R. Porter
BY:
Troy W. Porter
HUD-1 (3-86) RESPA, HB4305.2
Pa,~e;
L. SEttLEMENT CHARGES
700.~TOTA, L ~OMMISSION Based on Price $ ~ %
D~vision of Commission (line 700) as Foflows:
701. '$' to
702. $ to
703. Commission Paid at Settlement
704. to
PAID FROM
BORROWER'S
FUNDS AT
SETTLEMENT
PAID FROM
SELLER'S
FUNDS AT
SE'I-rLEMENT
800. ITEMS PAYABLE IN ~:ONNECTION WITH LOAN
801. Loan Origination Fee % to
802. Loan Discount % to
803. Appraisal Fee to Orrstown Bank
804. Document/Prep. Fee to Orrstown Bank
250.00
200.00
805. Flood Ced. Fee to Orrstown Bank 30.00
806. Application Fee to Orrstown Bank 200.00
807. Assumption Fee to
808. Underwriting Fee to Orrstown Bank 200.00
8O9.
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 03/29/04 to 04/01/04 @ $ /day ( 3 days %)
902. Mortgage Insurance Premium for months to
903. Hazard Insurance Premium for 1.0 years to
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance
1002. Mortga~]e Insurance
1003. County/Twp. Taxes
1004. School Taxes
1005. Assessments
1006.
1007.
1008.
1100. TITLE CHARGES
1101. Settlement or Closing Fee to
102. Abstract or Title Search to
103. Title Examination to
1104. Title Insurance Binder to
1105. Document Preparation to
1106. Notary Fees to
months (~ $ per month
months (~ $ per month
months (~ $ per month
months (~ $ per month
months @ $ per month
months ~) $ per month
months @ $ per month
months ~ $ per month
1107. Attorney's Fees to Martson Deardorff Williams & Otto POC
(includes above item numbers:
1108. Title Insurance to Lawyers Title Insurance Company 672.75
(includes above item numbers:
1109. Lender's Coverage $ 35,000.00
1110. Owner's Coverage
$ 69,000.00
1111. Endorsements100/300/900 to Lawye~ Titlelnsurance Company 150.00
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 43.50; Mortgage $ 44.50; Releases $
1202. City/County Tax/Stamps: Deed
1203. State Tax/Stamps: Revenue Stamps
1204. Estate Deed
220.00; Mortgage
220.00; Mortgage
to Cumberland CounW Recorderof Deeds
1205. Deed to Cumberland County Recorder of Deeds
88.00r
220.00
40.50
1300. ADDITIONAL S~- i [LEMENT CHARGES
1301. Survey to
1302. Pestlnspection to
1303. 2004 County/Township Taxes to Har~ E. Killian 117.48
1304.
1305.
1400. TOTAL S~IILEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) 377.98
By signing page 1 of this statement, the signatories acknowledge receipt of a completed copy of page 2 of this two page statement.
2,049.251
Certified to be a true copy.
Martson Deardorff Williams & Otto
Settlement Agent
( 11125-1 LINEAWEAVER / 11125-1.LINEAWEAVER / 14 )
Borrower:
Seller:
Lender:
Settlement Agent:
Place of Settlement:
Settlement Date:
Property Location:
DISBURSEMENTS SUMMARY / BALANCE SHEET
Sherry R. Porter and Troy W. Porter
Estate of Violet O. Cassner
Orrstown Bank
Martson Deardorff Williams & Otto
(717)243-3341
10 East High Street
Carlisle, PA 17013
March 29, 2004
265 Three Square Hollow Road
Newburg, PA 17240
Cumberland County, Pennsylvania
INCOMING FUNDS
Orrstown Bank
Sherry R. Porter and Troy W. Porter
Loan Funding Amount
Total Incoming Funds
35,000.00
11,274.80
46,274.80
DISBURSEMENTS
Cumberland County Recorder of Deeds
Cumberland County Recorder of Deeds
Cumberland County Recorder of Deeds
Harry E. Killian
Estate of Violet O. Cassner
6817 Orrstown Bank
Appraisal Fee
Document/Prep. Fee
Flood Cert. Fee
Application Fee
Underwriting Fee
Martson Deardorff Williams & Otto
Title Insurance
Endorsements 100/300/900
Lawyers Title Insurance Company
Title Insurance
Endorsements 100/300/900
Cumberland County Recorder of Deeds
Recording Fees
State Tax/Stamps
Number of checks - 9
City/County Tax/Stamps
Estate Deed
Deed
2004 County/Township Taxes
Closing Proceeds
Loan Closing
250.00
200.00
30.00
200.00
200.00
Settlement Agents Fees
583.05
90.00
Title Charges
89.70
60.00
Government Charges
88.00
220.00
Total
Disbursements
220.00
40.50
38.50
117.48
43,847.57
880.00
673.05
149.70
308.00
46,274.80
(11125-1 .LINEAWEAVER.PFD/11125-1 .LINEAWEAVER/14)
TO:
MDW&O
Attorneys at Law
Ten East High Street
Carlisle, PA 17013
FROM: ORRSTOWN BANK
P.O. BOX 25O
SHIPPENSBURG PA 17257-0250
RE: ESTATE OF Violet O Cassner
DECEASED
DATE OF DEATH: 'December 22, 2003
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
(1)
CHECKING ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT
505803 Violet O Cassner
DATE OPENED
12/1/81
DATE OF DEATH
PRINCIPLE & ACCRUED INTEREST
2,564.91 .11
ACCOUNT NO.
SAVINGS ACCOUNT
TITLE OF ACCOUNT
15651 Violet O Cassner
18010 Cassie Joy Cassner
Cyril R Cassner Sr
Violet O Cassner
983846 Violet O Cassner
Christmas Club
DATE OPENED
7/22/82
7/5/90
1/22/96
DATE OF DEATH
PRINCIPLE & ACCRUED INTEREST
1,131.57 .90
707.63 .56
250.00 .38
(3)
CERTIFICATES OF DEPOSIT
ACCOUNT NO. TITLE OF ACCOUNT
DATE OPENED
DATE OF DEATH
PRINCIPLE & ACCRUEDINTEREST
Date: 1/5/04 By: Timothea Customer Service Operator
P.O. BOX 250 ,,
1
SHIPPENSBURG, PA 17257
TEL. (717) 532-6114
ORRBTOWN BANK;
Z/~9/04
OL~T 0 CASSNER
a~t due Messages Credit
Original balance:
Current balance:
Control: From
Posted Effective Due
7175303553; FEB-9-04 5:I4PM~ PAGE 4/4
Loan Inquiry
Loan number:
Line
5,000.00 Payment amount:
760.99 Next due date:
To
Date Src T/C Affects Amount
].0/29/03 10/29/03 10/20/03
10/30/03 ]0/30/03
].]./].0/03 11/10/03 11/20/03
]l/12/03 11/10/03 11/20/03
11/17/03 1!/17/03 11/20/03
12/11/03 12/11/03
~1~91~ 1/U~/:~
1/~t0~ 1/0~104 1/i~I04
1/t2/0~ 1./1.2/04
2/04/04 2/04/04 1119/04
010 C Q 119.68
085 D P 800.00
470 D P 1.99
889 C N .00
010 C Q 25.00
470 D P 4.49
-G_._.889 C N
010 C O 25.00
470 D P 4.51
889 C N .00
889 N .00
804 D LA 2.50
]=View
16:23:58
202444 L
lofl
2'5'. 00
1/19/04
6=Pr].n t T=TS
Balance
.00
800.00
801.99
801.99
776.99
781.48
_781.48
7 56. 42~)
760.99
760.99
760.99
760.99
Bottom
F4=Redisplay
Ftl=Sort
F5=Rate/Status chg F7=Scan forward
F13=Allocation Hist F14=Esc Only
F8=Scan backward
F16=Dsp serial no.
Address
City
Home Phone
Account Number:
Payment Due Date:
Minimum Payment:
Payoff Amount If Payment
Received By Due Date:
Indicate Amount Enclosed:
822 2159 Oq5q46 6
03-19-0q
115.70
1705,64
I ]
Make your check payable to Lowe's/MCCBC,
State Zip
Work Phone
C21 S300 DOOS 0010618 001-001
VIOLET CASSNER
C/O MDW&O ATTN:VICTORIA
10 E HIGH ST
CARLISLE PA 17013-3015
h,,llh,,lll,,,,,,lh,lh,,Ihlh,,,,,Ihhh,,,lllh,,h,l,I
0004800000750001000115700017056407900213900000454466002
PO BOX 105980 DEPT,79
ATLANTA GA 30353-5980
h,lhlh,,,,Ih,hl,,,Ih,l,l,hl,,I,,I,Ih,,h,hlh,,,Ih,I
Detach and mail this portion with your check to the address above.
822 2139 045446 6
02-25-04 05-19-04
YOUR ACCOUNT HAS 3 PAYMENTS DUE.
REMZT THE FULL AMOUNT DUE NOW.
YOUR CHARGE PRZVZLEGES ARE SUSPENDED.
32
REG = REGULAR PURCHASE PLAN
REG 1705.6~, .00 .00 .00 .00 1705.64 115.70
TOTAL 1705.64 .00 .00 .00 .00 1705.64 115.70
-Plan The finance charge ~is ah Tothat parto ~baa~ A~ ~ ~
is ~ermi~ by ~ ~ . -,~,,~an ro~paa~s
applYi~ a Periodic
penoaic ~ o~ razor ~-
RES .O0000Z DAZLY .00~ ENTIRE BALANCE '
PAYMENT DUE BY 5 P.M. ON THE DUE DATE. Purcha~.~ rRt.rnc ~nd ....... ,~ ~* ; ....................
payments just prior to billing date may not appear until next month's statement. Unle: nromotions call lot special e ms, additiona
finance charges can be avoided if we receive the new belance by 5 p.m on the due date. It you send us a check or other item as payment let all or any podion of this billing statement, and that check o'-r item is returned to us as unpaid for insuff~ent
or uncollected fu~s, you agree that we may obtain payment for the check or ilem by initiating an ACH {electronic) debit to your account in the ameunl of the check or item Your check or item will not be returoed to you by us or your bank.
INQUIRIES:
Send inquiries (not payment) and your account number to:
PO BOX 103080
ROSWELL, GA 30076
NOTICE: See reverse side for important Billing Rights
and other information.
CUSTOMER SERVICE:
For account information call toll free:
(8oo)s6s-ozsq. n
Telephoning about billing errors will not preserve your
rights under federal law. To preserve your rights, please
write to the Billing Rights Summary Address on reverse
side.
PAYMENTS:
~nd ~ymen~ ~:
PO BOX 105980 DEPT.79
ATLANTA GA 30353-5980
aiBN
f4~NA America
P,O. Box 15137
Wilmington, DE
877-767-9383
19850-5137
02/20/04
CARL C RISCH
10 E HIGH ST
CARLISLE, PA 17013
Re: In the Estate of
VIOLET O CASSNER
Probate Case No.
Social Security No:
Last known residence:
Our Client:
Account Number:
Amount of Debt:
Dear CARL C RISCH
21-03-1067
2O1164269
MBNAAMERICA
4264298468337764
9291.61
Enclosed herewith is a copy of the Creditor's Claim for the above-referenced Estate. The original was mailed
to CUMBERLAND COUNTY COURTHOUSE
If you have any questions or if this is a duplicate claim, please call our firm toll free at 1-877-767-9383.
Cordially,
MBNA America
Enclosures
CC:
Court
Personal Representative
This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter
is from a debt collector.
4073 2/18,r2004 1074727
Please indicate Address Change bit
checking the box above and completing
the form on the reverse side.
VIOLET R CASSNER
C/O RUBY LINEAWEAVER
ESTATE OF DECEDENT
NEWBURG PA 17240
h.llh,,h,l.hh,llh,,,Ih J
00142100010000
73936
WALMART
P.O. BOX 530927
ATLANTA, GA 30353-0927
h,lhlh,,,,Ih,hh,,Ihlh,,I,h,,,I,Ih,,h,hlh.ll,h,I
001421000375443023 6032207100789437 23
Make check payable in U.S. Dollars to Walmart/blCCBG, using blue or black ink. Please allow 5-7 days for mail delivarv.
Detach and mai! yoL~r coupon with ~o~!r payment to the above address.
I I Date I Perio~ I I
Previous Balance + New Purchas~ + Cash Advanc~ - Paymen~ +/- Credits, Insu~nce ~ +1- ~NANCE ~ = New
I J I I Fees & Adjustments (,;~) I CHARGE (~t~
i o.oo I o.oo i ,o.oo I o.oo I /
Your promotionaI purchase(s) listed below were purchased under the special tenT= shown, which are in effect until the Expiration Date
listed. NO INTEREST promotions are not assessed linance charges during the promotional period. DEFERRED INTEREST promotions
accrue finance charges, which can be avoided if you pay at least your ndnimum payment due, if any, each month and the entire Current
Balance for each Deferred Interest promotional purchase by the Expiration Date. If you do not, any Accrued FTnance Charges from the
purchase date will be added to your new balance.
For all promotional purchases, regular credit terms will apply to any remaining balance after the Expiration Date of each promotion.
12/07/2003 ~639.59 No Interest With Pay Promotibn ~0.00 ~639.59 J 03/31/2004
Billing Date
FEBRUARY 5, 2004
Days in Billing Period= 31
Purchases and Cash Advances
NO INTEREST WITH PA Y PROMOTION
ANNUAL PERCENTAGE RATE
Periodic
Rate
.02737%
.00000%
PERCENTAGE Assessed to [ CHARGE ~ Method
RATE This Rate Finance Charge ~ ~
~.~/~ En~e $o.0oI ~o.oo j ~D
O. Om~ I Entire $0.00 ! $0.00 I ~O
9.990% ! Total Periodic FINANCE CHARGE ~49.90-
MAIL PAYMENTS TO:
WALMART
P.O. BOX 530927
ATLANTA, GA 30353-0927
PAYMENT DUE BY 5:00 PM ON THE DUE DATE.
Pumhases, returns, and payments made prior to billing date may not appear untilnext month's statement. To avoid additional
finance charges, payment of the Total New Balance must be received by 5:00 PM~ on the p~Tlent due date.
Notice: See reverse side for important information. ~ /~ . ~
5604 O00Z iOD I 7 5 0~0205 IXPage I of 2 911Z 7100 NEYO
FOR CUSTOMER SERVICE:
For customer service or to report
your card lost or stolen, call:
1-877-969-1130
INQUIRIES:
Send inquiries (not payments) including your
account number to:
P.O. BOX 103042 ROSWELL, GA 30076-9042
739.36
The Radio Shack Statement
q%he Radioshack Statement
** NO MORE DETAILS ON FILE **CRCD 840 RL 0001 OF 0001
CASSNER, VIOLET**PO BOX 36**NEWBURG*PA*17240-0036*6035365010871633*0
1203 1228 30 61.00 4500
01 1126 lt28#P919400AABLGXP81H PAYMENT
02 00000015151126366078660
03 1203 1203#P919400AHBLGXPS1V BILLED 'FINANCE CHARGES'
04 16850120021203000107170
05 1203 1203#P919400AHBLGXP823 BILLED 'FINANCE CHARGES'
06 10000055551203000107180
11:12:36 03/04/04
2472 7 0
75.00-
40.02
11.23
2528.47 75.00 .00 .00 .00 51.25
07630 ADB MDSE ADB CASH CUR SALE
27.85 51.25
.00
2504.72
.00
coMMONWEALTH OF: pENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EXI11-96)
CD 003870
........ ford
RISCH CARL C
10 EAST HIGH STREET
CARLISLE, PA 17013
!STATE INFORMATION:
SSN: 201-16-4269
:ILE NUMBER: 2103- 1067
iECEDENT NAME: CASSNER VIOLET O ~-
DATE OF PAYMENT: 04-/28/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 2/22/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,832.61
REMARKS:
TOTAL AMOUNT PAID:
$1,832.61
..... SEAL
CHECK# 510
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
IN RE:
ESTATE OF VIOLET O. ASSNER,
DECEASED
: IN THE COURT OF COMMON PI,EAS OF
: CUMBERi,AND COUNTY, PEN'NSYLVANIA
: ORPHANS' COURT DIVISION
: NO. 21-03-1067
FIRST AND FINAL ACCOUNT OF
CYRIL R. CASSNER, JR. and RUBY L. LINEAWEAVER,
EXECUTORS OF THE ESTATE OF VIOLET O. CASSNER,
LATE OF HOPEWELL TOWNSHIP, NEWBURG,
CUMBERLAND COUNTY, PENNSYLVANIA
Date of Death:
Letters Testamentary Granted:
l,etters Advertised: Sentinel -
Cumberland Law Journal -
Account Stated to
December 22, 2003
December 29, 2003
January 3, 10, & 17, 2004
January 16, 23 & 30, 2004
July 20, 2004
[The account also indicates the proposed distribution of the estate.]
SUMMARY_
PRINCIPAl,
Receipts
Conversions to Cash
Less Disbursements
Balance Bcfbre Distributions
Distributions to Beneficiaries
Principal Balance Remaining
$ 72,420.67
9.00
72,420.67
-29,020.11
43,400.56
:18,274.80
$ 25,125.76
INCOME
Receipts
Less Disbursements
Balance Belbre Distributions
Distributions to Beneficiaries
Income Balance Remaining
COMBINED BALANCE REMAINING
0.28
0.oo
0.28
0.28
$ 25 126.04
ASSETS COMPRISING ESTATE
Estate checking account, cash
Partial distribution to Ruby L, Lineaweaver
TOTAL
PRINCIPAL RECEIPTS
Real Estate situate at 257 Three Square Hollow Road, Newburg, Cumberland
County, PA [$69,000 less $25,000 distribution to Sherry Porter
per Item 2 of said Will]
Orrstown Bank, checking account #505803
Orrstown Bank, savings account #15651
Orrstown Bank, Christmas Club account #983846
Cash
State Employecs' Retirement System, death benefit
State Employees' Retirement System, retirement benefit
Dan Hershey Auctioneering Services, proceeds from sale of household goods
Gerber Life Insurance policy # 00007997
Monumental I.ife Insurance policy #MM 1930621
Monumental Life Insurance policy #W70629474
Monumental Life Insurance policy #I017374627
Monumental Life Insurance policy #W95620301
Monumental Life Insurance policy #1012248477
Adams Electric Co-op, patronage
American Legion Auxiliary, death benefit
Allstate Insurance, refund of vehicle insurance
Highmark Blue Shield, benefit
Lancaster Far~ning, refund
Nationwide Mutual Insurance, refund
$ 25,126.04
11,274.80
$ 36,400.84
$ 44,000.00
2,565.02
1,132.47
250.38
6.421.00
2,544.32
882.77
8,772.25
1,012.00
1,016.85
1,000.00
504.93
1,000.00
100.00
51.59
150.00
8.85
56.90
62.49
5.30
-2-
US Treasury, refund, 2003 personal income tax
Nationwide Mutual Fire Insurance, refund of homeowners insurance
AARP. United Health Care, benefit
Tax Proration
TOTAL
PRINCIPAL DISBURSEMENTS
va~ous
01/07/04
01/07/04
02/03/04
02/03/04
02/03/04
02/11/04
02/19/04
02/26/04
03/29/04
03/29/04
03/29/04
04/01/04
04/01/04
04/01/04
04/01/04
04/13/04
04/27/04
04/27/04
Orrstown Bank checking account #505803, outstanding checks on
date of death
Fogel-Sanger Bricker Funeral Home
Cyril R. Cassner, Jr., funeral expenses
Adams Electric Co-op, electric service
State Employees' Retirement, refund of benefits
Cyril R. Cassner, Jr., funeral expenses
Orrstown Bank, balance due on line of credit
Timmons Oil, Inc.
Adams Electric Co-op, electric service
Cumberland County Recorder of Deeds, recording fee
County of Cumberland, 1% realty transfer tax
2004 Cumberland County real estate taxes
Lowe's, credit card balance
Walmm~., credit card balance
MBNA, Wachovia credit card balance
Citicorp Credit Card Services, balance due to Radio Shack
Adams Electric Co-op, electric service, final bill
CPO2 Billing Center, account payable
Register of Wills, Agent, Inheritance Tax
125.00
263.00
270.00
225.55
$ 72,420.67
$ 281.59
2,616.00
250.48
198.39
220.86
30.38
767.91
163.00
I00.34
40.50
220.00
117.48
1,705.64
3,754.43
9,291.61
2,429.72
51.10
52.95
1,832.61
04/30/04
05/11/04
reserved
Reserved
reserved
TOTAL
Ruby L. Lineaweavcr, reimbursement of Monumental Life
Insurance proceeds
Cyril R. Cassner, Jr., reimbursement for dumpster service
Martson Deardorff Williams & Otto, attorneys' fees,
Martson Deardorff Williams & Otto, disbursements
Probate Fee, Register of Wills $ 140.00
Copies, Recorder of Deeds .50
Filing Fee, Register of Wills 15.00
Certified mailing, Dept. of Public Welfare 4.42
The Sentinel, Letters of Testamentary 97.55
Cumberland Law Journal, Letters of Testamentary 75.00
Short Certificate, Register of Wills 3.00
Martson Deardorff William & Otto, miscellaneous filing fees and
expenses
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
Specific Bequests:
Chad Cassner, per Item 3 of said Will
Hannah Cassner, per Item 3 of said Will
Heidi Cassner, per Item 3 of said Will
Johnny Lineaweaver, per Item 3 of said Will
Cassie I,ineaweaver, per Item 3 of said Will
Hunter Porter, per Item 3 of said Will
Sherry Porter, per Item 3 of said Will
Residue:
Ruby L. Lineaweaver, advance on share of residue lbr purchase of real estate
TOTAL
INCOME RECEIPTS
Orrstown checking account #505803, interest through closing
1,016.85
142.80
3,000.00
335.47
400.00
29,020.1I
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
11,274.80
18,274.80
0.10
-4-
Orrstown savings account #15651, interest through closing
Orrstown Bank Christmas Club account #983846, interest through closing
TOTAL
INCOME DISBURSEMENTS
0.15
0.03
0.28
None $ 0.00
TOTAL $ 0.00
INCOME DISTRIBUTIONS TO BENEFICIARIES
None $ 0.00
TOTAL $ 0.00
Cyj~I~R. Cassner, Jr., Executor(
,'~. ].. L./ :z' ·
Ruby L/Lineaweaver, Executor
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
Cyril R. Cassner, Jr. and Ruby L. Lineaweaver, being duly sworn according to law, deposes and
says: That they re the Executors of the Estate of Violet O. Cassner, deceased; that they have fully and
faithfully discharged the duties oftheir office; that the furegoing First and Final Account is true and
correct and fully discloses ail significant transactions occun-ing during the accounting period; that all
known claims against the estate have been paid in fhll; that to their 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 (4)
months before the filing of the Account.
Sw, rn and subscribed to before me this
day:of '4/"t/ . ,
579~ Public
NOTARIAL SaL I
I ~ORIA C. 0~0, NOTA~ meUC I
I CARLISLE BORO., CUMBERLAND COUNt]
L M~ CO~ISSION ~PIRES ~
-5-
SCHEDULE OF PROPOSED DISTRIBUTION
Cyril R. Cassner, Jr. and Ruby L. Lineaweaver, Executors of the Last Will and Testament of
Violet O. Cassner, deceased, proposes to distribute the balance in their hands, to wit: $ 36,400.84, in
accordance with the said Last Will and Testament as heretofore filed in the Office of the Register of
Wills of Cumberland County, Pennsylvania, as follows:
TO: Cyril R. Cassner, Jr., one-half of estate residuc
per Item 4 of said Will:
Cash:
TO: Ruby L. Lineaweaver, one-half of estate residue
per Item 4 of said Will:
Prior distribution: $ 11,274.80
Cash: 6,925.62
$ 18,200.42
$ 18,200.42
TOTAL BALANCE FOR DISTRIBUTION $ 36,400.84
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
The above distribution is proposed in accordance with the Last Will and Testament of Violet O.
Cassner.
Sworn and subsgribed to before me this
day of /~-//~/'/ , c~ ('
Notary Public
NOTARIAL SEAL
VICTORIA L. OTTO, NOTARY PUBLIC
CARLISLE BORO. CUMBERLAND COUNTY
MY COMM SS ON EXPIRES DEC. 2, 2006
LAST WILL AND TESTAMENT
KNOW ALL MEN BY THESE PRESENTS, that I, VIOLET O. CASSNER,
of Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this my Last Will and
Testament, hereby revoking all prior wills and codicils by me at
any time heretofore made.
FIRST: I direct the payment of all my legal debts, funeral
expenses including my grave marker and all expenses of my last
illness, state, federal estate and inheritance taxes,
administration costs, etc., shall be paid from my residuary
estate and shall not be charged or apportioned to any other
legatee, donee, beneficiary or joining tenant as soon as may be
conveniently done following my decease leaving all specific
bequests free of tax to the legatee.
SECOND: I direct my Executors herein after named to retain
the services of a surveyor and to subdivide my land into two lots
with the Northern most lot beginning at the property line and
extending along the public road to the driveway and extending to
the rear lot line being the lot upon which the mobile home of
Sherry R. Lineaweaver is located and I do give and devised the
lot so subdivided to Sherry R. Lineaweaver upon her payment to
the Estate of the cost of survey, subdivision and other
governmental fees.
THIRD: I give to each of my grandchildren and great-
grandchildren alive at the time of my death, the sum of One
Thousand ($1,000.00) Dollars.
FOURTH: The rest and residue of my estate, I give, devise
and bequeath, whatsoever and wheresoever situate, to my children,
Cyril R. Cassner, Jr. and Ruby L. Lineaweaver, in equal shares,
share and share alike, per stirpes.
FIFTH: I nominate and appoint my children, Cyril R.
Cassner, Jr., and Ruby L. Lineaweaver, as the Executors of this
my Last Will and Testament. If they should fail to serve or be
unable to serve, then in either of those said events, I nominate
and appoint, Sherry R. Lineaweaver, as Executrix of this my Last
Will and Testament.
IN WITNESS WHEREOF, I, VIOLET O. CASSNER, to this my Last
set my hand and official seal, this /~7
1997.
Will and Testament,
Violet O. Cassner
Sworn to and subscribed, declared and
published by Violet O. Cassner, as
her Last Will and Testament, and so
done in the presence of we the
witnesses, who sign at her request,
and in her presence, and in the
presence of each other.
COMMONWEALTH OF PENNSYLVANIA:
:SS
COUNTY OF CUMBERLAND :
I, Violet O. Cassner, whose name is signed to the foregoing
instrument, having been duly qualified according to law, do
hereby acknowledge that I signed it willingly; and that I signed
it as my free and voluntary act. for the purpose therein
expressed.
Sworn to and acknowledged, before me,
by Violet O. Cassner, the Testatrix,
thi~ /~- day of ~i'~J~ ~ , 1997.
Notary Public
COMMONWEALTH OF PENNSYLVANIA:
:SS
COUNTY OF CUMBERLAND :
DAWN MARIE SHOOR NOTARY PUBLIC
Shippensburg, Cumberland County, PA
My Commission ExDires February 5, 2000
WE, H. Anthony Adams and Sharon Coleman Adams, the
witnesses whose names are signed to the foregoing instrument,
being duly qualified according to law, do depose and say that we
saw the Testatrix sign and execute the instrument as her Last
Will and Testament; that she signed willingly and that she
executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of
the Testatrix signed the Will as witnesses, and that to the best
of our knowledge and the Testatrix was at the time at least
eighteen (18) or more years of age and of sound mind and under no
constraint or undue influence.
...... £
Sworn to and subscribed before me by,
H. Anthony Adams and Sharon Coleman Adams,
of ~./!i~/~ / , 1997.
the witnesses, this /:~_~.i day
Notary Public
NOTAROAL SEAL 1
DAWN MARl[ SHOOR NOTARY PUeLIC~
Shippensbur~3 Cumberland Cou~W, PA/
Mv Commission Expires FebruarV 5, 2~0
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVAND
ORPHANS' COURT DIVISION
NO. 21-03-1067
IN RE:
VIOLET O. CASSNER
DECEASED
FIRST AND FINAL ACCOUNT AND
SCHEDULE OF PROPOSED DISTRIBUTIOi~
OE
CYRIL R, CASSNER, JR. AND
RUBY L. LINEAWEAVER, EXECUTORS
MDW( O
hereby certl~ that written notice Of the filing of ti'tis
Statemont of Pro~ ~, and of ~ dale,
tlrrm and phaeo w~m Iflo ~ ~1 be I:~~3
t~ Co~ f~ ~~~~
h~ nni~~m~,
t hereby certify that written ~ of th~ filing of
ti'ds Account, arid of the date, time and place
when the same will be ~ to the Ooutt
for confirmatiOn and of ~ ~ d8¥ to fl~ written
obiectione to said Account, has been given to
known to the ac~x}unta~ to have or cleim en
inte~ost in the estate as cmdtto~, bone~ciao/.
heir or next of kin.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-03-1067
IN RE:
VIOLET O. CASSNER
DECEASED
FIRST AND FINAL ACCOUNT AND
SCHEDULE OF PROPOSED DISTRIBUTIOB
OF
CYRIL R. CASSNER, JR. AND
RUBY L. LINEAWEAVER, EXECUTORS
MDW&O
TiN [:.?~5,q [ IIGII STREET
Ti:I.~WHONI (717) 243 3341
t hereby certl~ that wfltte~ noUce of the filing et ~s
Stateroom of Proposed D~'lbu~. m',d of the ~e,
time end piece when the same will be ~ to
the Court fo~ confirmation m~d of Ihe le~ dav tollle
written obviations to ~ 81alee~ of ~
Dis~rlbuUon, has been ~ to e~efy u~d clak, nant
and to eveqt other pemon Imoam to ~e accoumant to
I hereby certify that written notice of the filing of
this Account, ar~ of the date, ttme and PlaCe
when the sam wffi be p~e~=,,-&~.d to the Court
for confirmation and el the le~ day to fire written
evee/unpaid ctaima~ end to every othe~ person
known to the ascountant to have or cle~n an
int~est in the estate as creditor, bene~iary.
heir or next of kin.
al~mt21V a.d distribution decreed
in accordance wltl~ pro~oeed ~c~-
BUREAU OF ZNDZVTDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRTSBURG, PA 17128-0601
COHHONNEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOT/CE OF INHERITANCE TAX
APPRA/SEMENT, ALLONANCE OR DISALLONANCE
OF DEDUCT/ONS AND ASSESSMENT OF TAX
CARL C RISCH ESQ
HARTSON ETAL
10 E HIGH ST
CARLISLE
PA 17015
DATE 06-1q-ZOOq
ESTATE OF CASSNER
DATE OF DEATH 1Z-ZZ-ZO03
FILE NUHBER 21 03-1067
COUNTY CUHIIERLAND
ACN 101
I Amount Ramittad
VIOLET 0
HAKE CHECK PAYABLE AND REHTT PAYHENT TO:
REGTSTER OF NTLLS
CUHI~ERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~-~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF CASSNER VIOLET 0 FILE NO. 21 03-1067 ACN 101 DATE 06-1q-200~
TAX RETURN ~/AS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assa*s
qR/O00.O0
O0
O0
O0
23/291.12
35~ 10
O0
(8)
NOTE: To insure proper
credi~ to your account,
submit the upper portion
of this form wi~h your
tax payment.
67,6~5.22
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expanses/Ada. Costs/Misc. Expanses (Schedule H)
10. Dabts/Hortgaga Liabilities/Liens (Schedule 1)
11.
12.
15.
14.
NOTE:
ASSESSHENT OF TAX: 15. Amount of L~ne 14 a~ Spouse1 ra~a
16. Amoun~ of Line 14 taxable at Lineal/Class A rata
17. Aaount of Line 14 at Sibling rate
18. Aaount of Line 14 taxable a~ Colla*eral/Class B rata
8,qq9.75
(9)
(10) 18,q70.8:;'
Total Deduct ions (11)
Na~ Value of Tax Ra~urn (12)
Charitabla/Govarnaan~al Bequests; Non-elected 911:3 Trusts (Schedule J) (1:3)
Nat Value of Estate Subjac~ to Tax (14)
:Zf an assessment Has issued prev/ously, 1/nes 14, 15 and/or 16, 17,
reflect figures that /nclude the total of ALL returns assessed to date.
19. Principal Tax Due
TAX CRED:ZTS:
PAYMENT RECETpT
DATE NUMBER
0q'-28-200q
DISCOUNT (+)
':'*'/NTEREST/PEN!~ PAID . (-) O0
(15) .00 X O0 =
(Z6) qO,72q.65 X Oq5=
(17) . O0 x 12 =
(~8) .00 x 15 =
(19)=
AMOUNT PAID
~0,7Z~.65
.00
~0,7Z~.65
18 and 19 ~ill
.00
1,832.61
.00
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL /NTEREST.
.00
1,832.61
1,832.61
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,832.61
.00
.00
.00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUZRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" (CR), YOU MAY BE DU~/~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION:
Estates of decedents dying on or before December IZ) Z98Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Coaaonmealth hereby expressly reserves the right to appraise and assess transfer ]nheritance Taxes
at the laaful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CA):
OBJECTIONS:
ADH/N-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To RJlfiI1 the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (TZ P.S.
Section 91q0).
Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NILES, AGENT
A refund of a tax credit, Nhich was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office
of the Register of Nills, any of the 23 Revenue District Offices, or by calling the special Zq-hour
answering service for fores ordering: 1-800-36Z-ZOSO; services for taxpayers with special hearing and / or
speaking needs: 1-800-~7-50Z0 (TT only).
Any party in interest not satisfied with the appraisement, alloNance, ar disallowance of deductions, or assessment
of tax (including discount or interest) as sho~n on this Notice must object aithin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Beard of Appeals, Dept. ZelOZ1, Harrisburg, PA 171ze-IOZi, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Revie~ Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid aithin three (3) calendar months after the dacedent's death, a five percent (5Z) discount of
the tax paid is allo~ed.
The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 19AZ bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which ail1 vary from calendar year to calendar year ~ith that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through 200q ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Z .0005~8 1988-1991 11Z .000301 ~ 9Z .OOOZ~7
1963 16Z .000~38 1992 9Z .0002q7 2002 6Z .00016q
19B~ Ill .000501 1995-199~ 7Z .O0019Z 2003 SZ .000157
1985 15Z .000556 1995-1998 9~ .O00Z~7 200~ qZ .ODOIID
1986 lOZ .00027q 1999 72 .00019Z
1987 ZOZ .O00Z7q ZOO0 7Z .O0019Z
--Interest is calculated as follows:
/NTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to ;ifteen (15) days
beyond the date o; the assessment. I~ payment is made after the interest computation date shoNn on the
Notice, additional interest must be calculated.
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent: VIOLET O. CASSNER
Date of Death: December 22, 2003
File
No.'
21-03-1067
Social Security No.: 201 - 16-4269
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:
State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. ! is Yes, state the following:
Did the personal representative file a final account with the Court?
Yes X No
bo
The separate Orphans' Court No. (if any)for the personal
representative's account is:
Did the personal representative state an account informally to the parties in
interest?
Yes x No
Date:
d. Copies of receipts, releases,/~oinders and approvals of formal or informal accounts
maybefiledwiththeClerklfth~~5~andmaybeattachedtothisreport.
December 21, 2004 Signature: k~k,/~ \ <.22t~
Name: Carl C. Risch, Esquire
Address: MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Counsel for personal representative
F:WILES\DATAFILE\ESTATES\9103 2.srcp
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/15/2005
RISCH CARL C
10 EAST HIGH STREET
CARLISLE, PA 17013
RE: Estate of CASSNER VIOLET 0
File Number: 2003-01067
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/22/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
I ,
-...-'
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge