The URL can be used to link to this page

Home My WebLink About04-0119PETITION FOR PROBATE and GRANT OF LETTERS Estate of Vincent J. Hickey also known as Social Security No. Deceased. 392-05-57'~0 No. Q/-oq-//q To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(R, who is/~ 18 years of age or older an the execut or in the last will of the above decedent, dated May 16, 1980 and codicil(s) dated none Yo!anda Teresa Hickey. Executrix named ~n Y/I5/03i' death certificate attached in the named ,19.__ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last'family or principal residence at 3 B Hemlock Drive, Mechanicsburg, Upper Allen Township (list street, number and muncipality) Decendent, then 86 __ years of age, died December 18 .?15. 2003., at Shippensburg Health Care Center, Shippensburg. PA 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: none., Decendent 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: 3A & 3B Hemlock Drive, Mechanicsburg, Upper Allen Township, Cumberland County 15,000.00 115,000.00 WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters theron. request(s) the probate of the last will and codicil(s) testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) '~'~/7-' Jam6~' Vinceff't Hic~ 8399 Newburg Road Newburg, PA 17240 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUHBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer~ theystate/yccording to law. bS~f(~;ne mte° h~: a~i~'~/ed and subSt~ariyb;~ . Estate Of / / ? Vincent J. Hickey , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~/Zt~/~/~/cr/ ~5/ .~-~(, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated May 16, 1980 described therein be admitted to probate and filed of record as the last will of Vincent J. Hickey ; and Letters Testamentary are hereby granted to James Vincent Hickey FEES Probate, Letters, Etc .......... Sh6rt Certificates( ) .......... ~n>ation ................ $. $ TOTAL $ Thomas L. Bright, Esquire' ATTORNEY(Sup. Ct.I.D. No.) WEIGLE & ASSOCIATES, P.C. 126 East. King Street ADDRESS Shippensburg, PA 17257 717-532-7388 #30066 pHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9450834 No. Local Registrar Date TYPE;PRINT COMMONWEALTH OF PENNSYLVANIA ,, DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH NAME O" OECE"ENT, ~.Male ,. 392 -- 05 -- 5710 4. December 18, 86 ~. i ?Menasha, WI ~,~,~ t~o~,~., ~ ~] N~,~ Vincent J. Hickey ~ ~.4/17/17 ~.Cumberland ,~hippensburg ~p.I~. ippensburg Health Care Center .... S~pply ~epot /", I". ='~' ~= .... ~+' ~. pply Co-ordinator 3 B Hemlock Drive ,E.Mechanicsburg, PA 2003 l~ite SURVIVING SPOU~ I DECEOENT'S Pennsylvania *c~u^t ~t,.m., ~ ~tc. P9 Y,,,.~*'~,d*, Upper Allen 17055 ~'~'~ ~. o,~e) ~.~ Cumberland ~,,. Mary Kelly ~a~ 8399 Newburg Road, Newburg, PA 17240 I Smithsburg Crematory Smithsburg MD 12'c. 12~d. ~E. James Hickey James V. Hickey []~,,. 12/22/03 JLICENSE NUMBER ~, 0 1 1776-1 I."AMEANDADDRESSOFFAClUlY ~,~-anger-~*~ker F.H.,Inc.,P.O. Box 336, S~.,PA 17257 competegtby ITIMEO~OE:AT~ ' ' DATEPRO~IOUNCEDOEAD(Mon~h [~ey Yen0 IWASCASERE~ERREDTOMEDI DUE TO [] [] No~ ee £or r_his ceM_~-M~e, $2.00 ~ll05:43Rev 2t87 " Yolanda Teresa ~GE ILaU 8~y) UNO~R 1 YEAR COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,. 79 ~-. [ ~,. Dauphin ,,.. Homemaker 3 B Hemlock Driue Mechanicsburg, PA ]7055 ,,. Vino Tomas icchio James V. Hickey ~,~,[q o~(s~_~ [] ,,~January 17, 2003 DATE PR OUNCED DEAD tMo~m. Day ~a,) ~RFORMED? I,,. Caterina Tarantini ~.8399 NewburK Road, Newburg, PA 17240 la~.Hollin~er Crematory ~=,a. Mt.Holly Springs PA I.^. ~ ADo ,.~.,.l:~ ~ FAau.rY ["*MalpezZisMarket Plaza Wav MechanicsburmPA 17055 I I ' ' [] po.. _ D~,* u. . . I LAST WILL AND TESTAMENT OF VINCENT JOSEPH HICKE~ I, VINCENT JOSEPH HICKEY, a domiciliary of the State of Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this instrument to be my LAST WILL AND TESTAMENT. I hereby revoke any and all wills and codicils by me heretofore made. I IDENTIFICATIONS AND DEFINITIONS I am married to YOLANDA TERESA HICKEY. We have one child, JAMES VINCENT HICKE~. References in this Will to "my Children" include this one child and any other lawful children born to or adopted by me. The following definitions obtain in any use of the terms in this Will: 1. "Descendants" means the inmediate and remote lawful, lineal descendants of the person referred to, and it means those descendants in being at the time they must be ascertained in order to give effect to the reference to them, whether they are born before or after my death or of any other person. The persons who take under this Will as Descendants shall take by right of representation, in accordance with the rule of per stirpes distribution and not in accordance with the rule of per capita distribution. Persons legally adopted when under the age of fourteen years shall not be differentiated from blood descendants for any purpose. e "Survive me" is to be construed to mean that the person referred to must survive me by thirty days. If the person referred to dies within thirty days of riff death, the reference to him shx311 be construed as if he had failed to survive me. II PAYMENT OF DEBTS AND TAXES All of the expenses of my last illness, funeral and of the administration of my estate. All inheritance, transfer, estate and similar taxes (including interest and penalties) assessed or payable by reason of my death, on any property or interest in my estate for the purpose of conputing taxes. My executor shall not require any beneficiary under this will to reimburse my estate for taxes paid on property passing under the terms of this Will. III RESIDUARY ESTATE A. I define "my Residuary Estate" as all of my property after the payment of debts and taxes under Article II above, including real and personal property, whenever acquired by me, property as to which effective disposition is not otherwise made in this Will, and property as to which I have an option to purchase or a reversionary interest, but excluding property as to which I have no interest other than a power of appointment. B. I give my Residuary Estate to my Wife if she survives me. D. If my Wife does not survive me, I direct my executor give my Residuary Estate to my son, JAMES VINCENT HICKEY, in accordance with per stirpes distribution. IV APPOI~ OF EXECUTOR I appoint myWife, YOLANDA TERESA HICKEY, as Executrix of this Will. If YOLANDATERESA HICKEY is unable or unwilling to serve in this capacity, I appointmy son, JAMES VINCtl~THICKEY, to serve instead. I request that my executor or executrix, whichever the case may be, not be required to fumish bond or securities. IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, this /~ ~ day of ~//./ , 1980, set my hand and // seal to this my LAST WII~AND TESTAMENT consisting of four (4) typewritten pages, this included, the preceding pages hereof bearing hA; signature. Signed, sealed, published and declared by the above-named testator as his LAST WILL AND TESTAMENT, in the presence of all of us at one time, and at the same time, we, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses, and we do hereby attest to the sound and disposing mind and memory of said testator at the date hereof, and to the performance of the aforesaid acts of execution at Carlisle Barracks, Pennsylvania, this /~/-~day of ~)/~. , 1980. ADDRESS ~NWEALTH OF P~I~SYLVANIA) COtRVl~ OF CU~ERI2kND ) ss: Before me, the undersigned authority, on this day personally appeared VINCENT JOSEPH HICKEY, Dixie Lee Stoner , Carmen R. Ramos , and Debbie Leibel , known to me to be the testator and the witnesses· respectively, whose names are subscribed to the annexed or foregoing instrument in their respective capacities· and all of said persons being by me duly sworn, the said VINCENT JOSEPH HICKEY, testator· declared to me and to the said witnesses· in my presence that said instrument is his LAST WILL AND TESTAMENT, and that he had willingly made and executed it as his free act and deed for the purposes therein expressed; and the said witnesses· each on his own oath, stated to me, in the presence and hearing of the said testator· that the said testator had declared to them that said instrument is his LAST WILL AND TESTAMENT, and that he executed same as such and wanted each of them to sign it as a witness; and upon their oaths each witness stated further that they did sign the same as witnesses in the presence of the said testator and at his request; that he was at that time eighteen years of age or over or being under such age, was or had been lawfully married, or was then a member of the armed forces of the United States or of an auxiliary thereof or of the Maritime Service and was of sound mind; and that each of said witnesses was then at least fourteen years of age. VINCENT/JOS~H HICKEY-,/.~estator WI2Iq~SS Subscribed and acknowledged before me by the said VINCENT JOSEPH HICKEY, testator· and subscribed and sworn tobefore me by the said Dixie Lee Stoner , Carmen R. Ramos · and Debbie Leibel , witnesses· this 16th day of May 1980. Notary Public My Commission Expires G.~od~ k Ga~'~er, N~ry Public I~ i~dd~n Twp., Cumberland County My Cof~isslon ExF~:r~ Fc~. 5, 1983 Member, P:,~n:y~vania A~:~ci~tion of Notaries ESTATE OF VINCENT J. HICKEY, late of the Township of Upper Allen, Cumberland County, Pennsylvania, deceased : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY : PENNSYLVANIA : ORPHANS' COURT DIVISION : ESTATE NUMBER 21-04-0119 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Vincent J. Hickey Date of Death: December 18, 2003 Will No. 21-04-0119 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 February 11, 2004: James Vincent Hickey 8399 Newburg Road Newburg, PA 17240 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE. February 11, 2004 Signature Name: Thomas L. ~right, Esquire '- ~dcdr~ss: Weigle & Associates, P.C. 126 East King Street t~:g~ 0~ 9]3 170. Shippensburg, PA 17257 (717) 532-7388 Personal Representative X Counsel for Personal Representative WEIGLE & ASSOCIATES, P.C. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17P57-13<. 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 EX(11-96) CD 0O3678 BRIGHT THOMAS L 126 E KING STREET SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 392-05-5710 FILE NUMBER: 2104-0119 DECEDENT NAME: HICKEY VINCENT J )ATE OF PAYMENT: 03/15/2004 POSTMARK DATE: 03/13/2004 COUNTY: CUMBERLAND DATE OF DEATH: 12/18/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~4,000.00 101 $7,500.00 R. EMARKS: CHECK# 108/109 SEAL TOTAL AMOUNT PAID: $11,500.00 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 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 EX(11-96) CD 003877 BRIGHT THOMAS L 126 E KING STREET SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 392-05-5710 FILE NUMBER: 2104-0119 DECEDENT NAME: HICKEY VINCENT J DATE OF PAYMENT: 04/29/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/18/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $760.68 TOTAL AMOUNT PAID: $760.68 REMARKS: ...... SEAL JERRY A WEIGLE CHECK# 3909 INITIALS: AC RECEIVED BY' GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FIL 21E NUMBER 04 0119 COUNTY C ODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Hickey, Vincent J 3 92-05-5710 ~Z DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WI'I'll THE ~ 12/18/2003 04/17/1917 REGISTER OF WILLS ~3 IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER [] 1. Original Return I-I 2. Supplemental Return [] 3. Remainder Return (date of death prior to 12~13-82) ~3 ~ ~.. [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82) [] 5. Federal Estate Tax Return Required ~) ~ [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes of Will) copy of Trust) < [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11. Election to tax under Sec. 9113(A) (Attach Sch O) 12-31-91 and 1-1-95) ~IAME COMPLETE MAILING ADDRESS , ~_ Thomas L. Bright ~ ~ :IRM NAME (If applicable) Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 rELEPHONE NUMBER 717/532-7388 1. Real Estate (Schedule A) (1) 12 0,5 5 1.0 0 2. Stocks and Bonds (Schedule B) (2) Non~.~,.'-' 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) Non~ 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 5, 1 3 5.4 5 I~ (Schedule E) 6. Jointly Owned Property (Schedule F) (6) None o [] Separate Billing Requested ~- 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 173,671.48 =~i (Schedule G or L) · . 8. Total Gross Assets (total Lines 1-7) ( 2 9 9,3 5 7.9 3 ,,,"u' 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 1 l ,415.40 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 2,032.76 11. Total Deductions (total Lines 9 & 10) (11 ) ] 3,448. ] 6 12. Net Value of Estate (Line 8 minus Line 11 ) (12) 285,909.77 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not (13) been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 285,909.77 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 285,909.77 .045 (16) 12,865.94 _o 16. Amount of Line 14 taxable at lineal rate x ~ 17. Amount of Line 14 taxable at sibling rate x .12 (17) O x 18. Amount of Line 14 taxable at collateral rate ~< x .15 (18) 19. Tax Due (19) 12,865.94 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Ibecedent's Complete Address: ISTREET ADDRESS CITY Mechanicsburg STATE PA ZI? 17055 3 B Hemlock Drive Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 11,500.00 605.26 (1) 12,865.94 Total Credits (A + B + C) (2) 12,105.26 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, (4) 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 the TAX DUE. (5) 7 60.6 8 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 760.68 Make Check Payable to: REGISTER OF WILLS, AGENT 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 consideration? ................................................................................................................ [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ...... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE Ja~cent Hickey · ~, -SIGNATO'RE OF PREPARER OTHER THAN I:~EPRESENT~E 8399 Newburg Road Newburg, PA 17240 ADDRESS DATE -- Thomas L. Bright ~ . ~, ~ ~ 'Sl~~, ~. 126 East King Street _ _ . Shippensburg, PA 17257 ~ -Z~- 0 For dates of death on ~[ after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3°/~72 P.S. {}9116 (a) (1.1) (i)]. For dates of death on or 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 statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving 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 Hickey, Vincent J ~iFILE NUMBER 21 -04-0119 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willingbuyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property whicti is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 3 Hemlock Drive, Mechanicsburg, Upper Allen Township, Cumberland County, PA 120,551.00 TOTAL (Also enter on Line 1, Recapitulation) 120,551.00 COMMONWEAL3~H OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hickey, Vincent J SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY FILE NUMBER 21-04-0119 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1993 Mercury Grand Marquis - proceeds of sale 03/06/04 1965 Chevrolet - proceeds of sale U. S. Treasury - 2003 1040 federal income tax refund TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 3,500.00 1,000.00 635.45 5,135.45 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Hickey, Vincent J FILE NUMBER 21 - 04- 0119 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY Include the name of the transferee, their relationship to decedent and the date of transfer. Attach a copy of the deed for real estate. Members 1 st Federal Credit Union Savings Account #7674-00 made joint 01/22/03 with James V. Hickey, Son Accrued interest to date of death Members 1 st Federal Credit Union Checking Account #7674-11 made joint 01/22/03 with James V. Hickey, Son Accrued interest to date of death Members 1 st Federal Credit Union Investment Savings / DAATE Of DEATH % Of LUE OFASSET DECD'S 1,508.75 INTEREST 1.58 5,146.51 0.42 158,760.3C EXCLUSION (IF APPLICABLE Account #7674-05 made joint 01/22/03 with James V. Hickey, Son Accrued interest to date of death Members 1 st Federal Credit Union IRA Account #7674-10, James V. Hickey, Son, beneficiary Accrued interest to date of death Members 1 st Federal Credit Union Life Savings Account #7674-04 made joint 01/22/03 with James V. Hickey, Son Accrued interest to date of death 96.98 7,151.98 3.33 4,000.00 1.63 3,000.00 TOTAL (Also enter on line 7, Recapitulation) TAXABLE VALUE 1,508.75 1.58 5,146.51 0.42 158,760.30 96.98 7,151.98 3.33 1,000.00 1.63 173,671.48 COMMONg~ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Hickey, Vincent j ,, FILE NUMBER 21 - 04- 0119 DESCRIPTION AMOUNT Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: 1 Fogelsanger-Bricker Funeral Home 2 Twin City Monuments 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 Weigle & Associates, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills, Cumberland County - Letters Testamentary and Short Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Cumberland Law Journal - advertising Letters Testamentary Patriot News - advertising Letters Testamentary Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 5,568.50 160.00 5,000.00 266.00 75.00 127.75 218.15 11,415.40 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedule H Funeral Expenses & Administmlive ~ conlinued ESTATE OF Hickcy, Vincent J I FILE NUMBER 21-04- 0119 3 Register of Wills, Cumberland County - filing PA Inheritance Tax Return 15.00 Register of Wills, Cumberland County - filing Family Settlement Agreement James Vincent Hickey - miscellaneous executor expenses U. S. Post Office - overnight express mailing Recorder of Deeds, Cumberland County - recording deed 100.00 50.00 13.65 39.50 Page 2 of Schedule H COMMONNVEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Hickey, Vincent J 21 - 04 - 0119 Include unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 PPL Electric Utilities United Water Verizon Nationwide Insurance VISA Country Meadows Association Waste Management Upper Allen Township PPL Electric Utilities United Water Shipley Oil VISA Brice D. Arndt, DDS The Hartford Hopp Neumann Humke LLP - invoice for services rendered prior to date of passing TOTAL (Also enter on Line 10, Recapitulation) 13.41 6.75 12.60 231.50 110.24 218.94 35.39 100.00 22.88 7.56 289.90 110.91 132.00 63.68 677.00 2,032.76 R,EV-~ s~ 3 EX,;-.(9-OO) .~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Hickey, VincentJ FILE NUMBER 2.1-04-0119 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY AMOUNT OR SHARE OF ESTATE II, TAXABLE DISTRIBUTIONS (include outright spousal distributions) James Vincent Hickey 8399 Newburg Road Newburg, PA 17240 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Sol] Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she~ NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 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 SHEF 100% vorm view - public tax tile 1-28-04.t~5 Page 1 of 1 Search public tax file 1-28-04.fp5 Table View Viewing: 11 of 22 District_Number 42 ParceUdentifier 42-25-0030-083 Map_Suffix_Number House_Number 3 Direction Street Owner_Name_l Owner_Name_2 Land Use Code R Property_Description Living_Area 1823 Current_Land_Value 21740 Cur rent_Improvement_Value 93070 Current_Total_Value 114810 Current_Preferred_Value Acreage .34 CleanGreen_Status Taxable_or_Exempt 1 Sale_Amoum 115000 Sale_Month 01 Sale_Day 11 Sale_Century 19 Sale_Year 96 Deed_Book_and_Page 00133-00984 Year_Built 1961 HF File Date HF_ApprovaLStatus Previous Next HEMLOCK DRIVE HICKEY, VINCENT J & YOLANDA T 119,21o / ZO, /, http://2~5~247~227~59:59~/FMRes/FMPr~?-db=pub~ic%2~tax%2~~~e%2~~-28-~4~fp5&~~p.~~ 2/11/2004 BILL OF SALE MOTOR VEHICLE DATE: SELLER: SIGNATURE: PURCHASER: SIGNATURE: WEDNESDAY, NOVEMBER 19, 200:3 JAMES HICKEY 8~99 NEWBURG RD ~ROCK AND ~I~NNE PLANK 710 E ORANGE ST SHIPPENSBURG PA 1'7257 MOTOR VEHICLE DETAILS MAKE: MODEL: YEAR: VIN#: ODOMETER: MERCURY GRAND MARQUISE 1993 2MELM75~xS67739 PA TITLE NUMBER (AS SHOWN ON Afl'ACHED TITLE) MAKE OF VEHICLE MODEl.: YEAR PURCHASE 'V'::' ? z; .'-, .-. .': "'.. - ,:..: ~-.- ; ; '....~ ,, .,: .~: ~ ¢ . / ~: -- i ') s~.~ ~ r~) ~ (_)O. -~.:, · VEHICLE IDENTIFICATION NUMBER CONDITION ~ . , / -.7':'~ . , .~ ,~ ~ .-~ ~,.,~?.;' - LESS LAST NAME (OR FULL BUSINESS NAME) · FIP,~F NAME MIDDLE INmAL CO-SELLER i ' 1. ,~es' 1'ax Due t ~ ~,~ , ~' .., x6%i.OO)or i ~ ' I ...... ]-~ ( ~?~ .... ' ~;~ ~7%(.o7) , . _ ' ' f ' HSee note on,,~-~,~e). ' . ~ , ..... ~'- I I'-' -' .... STREET : : .... I cOUNTY CODE ,.:,. .-..?, . ! .._ ~ ~ .. . , t Lin7~ · LAST NAME (OR FULL BUSINESS NAME) FIRST NAME MIDDLE INITIAL DATE ACQUIRED/ I ~o. o~ Oa~ · · CITY STATE Z]P CODE REFER 10 COUNTY COOES · OF PII~(, (X)PY . MAKE OF VEHICLE I VEHICLE IDE'NT]FICATION NUMBER. . I 7. Increase Fee ~ol:~k ~ ~ 1~1~ {~, IK, EIB.} . .CONI:~O~ .. s. ~ SURANCE MUST BE AT- · 11~ TOTAL Che~k in . 1ACHED.) [] TRANSFER OF PLATE & REPLACEMENT OF STICKER . (.add 9 & 10) This Amount ?~ q:~::~ !::;:' 5,~!: ;'.z,: ',:- :' '?~';',::) TRANF~R~ED FROM TITLE NO, VIN FERRED (tF O~'HER 'I'HAN APPLICb, NT) - . H,,, HASED I~GVV./R I UNLADEN WEIGHT IREQ. REG. GRO~V~rI: REQ. REG OROSSCOMB,' ' .~r~. INCLUDING LOAD I W'r. (IF APPUCABLE) , ¥ - --'-:{ ¢~-,~ ,~,..'L --~. .... -,.~:,q.../.: · , ! . ...... " -.' ISSUIN~ '~:Gc;~i~-¥THA'rONMONTH -f ! O,A¥ ,~ -~ YEAR -:~'.' ~ _ I.~UING-i~iEI~r, (~INTI~) A~ENT 'HAVE CHECKED TO DETERMINE THAT THE VEHICLEIS INSURED AND :'~? (~ / t '-' ~ ~' ~' '! C,,~ ' i,¥ X AG~?' I~0.. INFOR- ISSUED TEMPORARY REGISTRATION TO THE ABOVE APPuCANT. IN MATION cOMPLIANCE WRi.i ALL .,~d~,~iJC~I~LE PROWSIONS OF THE VEHiCLE CODE ISSIJING~.~ENTSIGNATURE / /.?{' ~ i "."~-~,~E.,N~..( ( ~ I/WE O~-HHF¥ THAT I/WE HAVE EXAMINED AND 81GNED THIS FORM N-t~'H I~S OOMPLETION AND THAT 1TiE INI~ORMA'~ON ~IVEN lB TRUE ANO GORREOT. IF AN EXEMPTION IS CLAIMED, THE PURO~ FURTHER GERllF~$ THAT HE/SHE IS AUTHORIZED TO GLNM THIS E~EMPTION. I/~ ACKNOWLEDGE THAT I/WE MAY LOSE MY/OUR OPERA~N~ PRMLEGE(S) OR VE~¢LE R£G~'TI~O'K~I(S) FOR FAILunE TO MAI~N RNANOIAL RES~NS~ILIT~ ON THE OURRENTLY P~81~RED VENIC~_E FOR THE PERIOD OF FALsEREGISTRA~ION'sTATEM£NTI/WETHATAGKNOW~ED~Ei/WE MAKE ONTHATTH~SI/W~FORM.MAY ~ SUBJ~GT TO ^ F~N£ NOT EXGEED~NG $5,000 AND. IMPRISONMEhr[~,~_. 0~/ NOT M~. THAN TWO YEARS FOR ANY ~ST . "'L : '-.: .~ ' ~. '~ "~';- ~i~)'~ .~' :. ':?'"~:/~> :-~/--<, '._,.? :' ..' ASSIGN- Sigha~ure o! Co-P~/T'~Ie o~ Auth~ized Signer ' 8J~g~lu~ of Co-Seller ~' ' ,?'" .--. I 1 2ND S;~.~ium of ~.~ Practicer or Authorized Signer TELEPHONE NUMBER Signature of Setler /':"~ ASSIGN- ) MENT Slgnature o~ Co-Purchaser/TP~e of Aulhorized Signer S~gnatum of Co-Se#er H' i~I N~TE:~fa~~-purchaser~th~rthany~ursp~u~~~s~ist~d~ndy~uw~ntthetit~et~be~isted~s~J~intTenants~ith Right of Survivorship" (On death of one owner, title goes to surviving owner.) CHECK HERE I-1. Otherwise, the title will be issued as "Tenants in Common' (On death of one owner, interest of deceased owner goes to his/her heirs or estate) .... I # .~.ur [e~ .i.~a~, docuaents are not received MESSENGER NUMBER: within ~J ~ays, pmase conlacl R~nDOT I ~1 [ st MEMBERS 1st FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Name of Joint Owner Date Joint Ownership Established CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Name of Joint Owner Date Joint Ownership Established INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Name of Joint Owner Date Joint Ownership Established IRA ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and .Accrued interest to Date of Death Name of Beneficiary LIFE SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Name of Joint Owner Date Joint Ownership Establsihed 7674 -00 01/11/1965 $1,508.75 $1.58 $1,510.33 James V. Hickey 01/22/2003 7674 -11 05/07/1979 $5,146.51 $.42 $5,146.93 James V. Hickey 01/22/2003 7674 -05 10/03/1985 $158,760.30 $96.98 $158,857.28 James V. Hickey 01/22/2003 7674 -10 01/27/1982 $7,151.98 $3.33 $7,155.31 James V. Hickey 7674 -04 04/12/2001' $4,000.00 $1.63 $4,001.63 James V. Hickey 01/22/2003 Page One 5000 Louise Drive · P.O. Box 40 · Mechanicsburg, Pennsylvania 17055 · (717) 697-1161 · www. memberslst.org VISA CREDIT CARD ACCOUNT: Account Number Date Account Opened Principal Balance at Date of Death Name of Joint Cardholder 4121449998076744 03/04/1988 $154.29 None *Account opened with transfer of funds from 7674-00 ~AERS 1sT FEDERAL CREDIT UNION · . Insurance Supervisor March 4, 2004 Estate of: VINCENT J. HICKEY Date of Death: December 18, 2003 Social Security Number: 392-05-5710 LAST WILL AND TESTAMENT OF VINCENT JOSEPH HICKE~ I, VINCENT JOSEPH HICKEY, a domiciliary of the State of Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this instrument to be my LAST WILL AND TESTAMENT. I hereby revoke any and all wills and codicils by me heretofore made. I IDENTIFICATIONS AND DEFINITIONS I am married to YOLANDA TERESA HICKEY. We have one child, JAMES VINCENT HICKE~. References in this Will to "my Children" include this one child and any other lawful children born to or adopted by me. The following definitions obtain in any use of the terms in this Will: e "Descendants" means the immediate and remote lawful, lineal descendants of the person referred to, and it means those descendants in being at the time they must be ascertained in order to give effect to the reference to them, whether they are born before or after my death or of any other person. The persons who take under this Will as Descendants shall take by right of representation, in accordance with the rule of per stirpes distribution and not in accordance with the rule of per capita distribution. Persons legally adopted when under the age of fourteen years shall not be differentiated from blood descendants for any purpose. "Survive me" is tobe construed to mean that the person referred to must survive me by thirty days. If the person referred to dies within thirty days of my death, the reference to him shall be construed as if he had failed to survive me. e II PAYMENT OF DEBTS AND TAXES All of the expenses of my last illness, funeral and of the administration of my estate. All inheritance, transfer, estate and similar taxes (including interest and penalties) assessed or payable by reason of my death, on any property or interest in my estate for the purpose of conputing taxes. My executor shall not require any beneficiary under this will to reimburse my estate for taxes paid on property passing under the terms of this Will. III RESIDUARY ESTATE A. I define "my Residuary Estate" as all of my property after the payment of debts and taxes under Article II above, including real and personal property, whenever acquired by me, property as to which effective disposition is not otherwise made in this Will, and property as to which I have an option to purchase or a reversionary interest, but excluding property as to which I have no interest other than a power of appointment. B. I give my Residuary Estate to my Wife if she survives me. D. If my Wife does not survive me, I direct my executor give my Residuary Estate to my son, J~MES VINCenT HICKEY, in accordance with per stirpes distribution. APPOINTMENT OF EXECUTOR I appoint my Wife, YOLANDA TERESA HICKEY, as Executrix of this Will. If YOLANDA TERESA HICKEY is unable or unwilling to serve in this capacity, I appoint my son, JAMES VINC~T HICKEY, to serve instead. I request that my executor or executrix, whichever the case may be, not be required to furnish bond or securities. IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, this /~ ~ day of ~~/ , 1980, set my hand and seal to this my LAST WIJAND TESTAMENT consisting of four (4) typewritten pages, this included, the preceding pages hereof bearing signature. ~~ (SEAL) Signed, sealed, published and declared by the above-named testator as his LASTWILLABD TESTAMENT, in the presence of all of us at one time, and at the same time, we, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses, and we do hereby attest to the sound and disposing mind and memory of said testator at the date hereof, and to the performance of the aforesaid acts of execution at Carlisle Barracks, Pennsylvania, this /~3P(day of ~F~. , 1980. ADDRESS (X]5~DNWEALTH OF PES~SYLVANIA) COUNTY OF CL~~ )ss: Before me, the undersigned authority, on this day personally appeared VINCENT JOSEPH HICKEY, Dixie Lee Stoner , Carmen R. Ramos , and Debbie Leibel , known to me to be the testator and the witnesses, respectively, whose names are subscribed to the annexed or foregoing instrument in their respective capacities, and all of said persons being by me duly sworn, the said VINCENT JOSEPH HICKEY, testator, declared to me and to the said witnesses, in my presence that said instrument is his LAST WILL AND TESTAMENT, and that he had willingly made and executed it as his free act and deed for the purposes therein expressed; and the said witnesses, each on his own oath, stated to me, in the presence and hearing of the said testator, that the said testator had declared to them that said instrument is his LAST WILL ASD TESTAMENT, and that he executed same as such and wanted each of them to sign it as a witness; and upon their oaths each witness stated further that they did sign the same as witnesses in the presence of the said testator and at his request; that he was at that time eighteen years of age or over or being under such age, was or had been lawfully married, or was then a member of the armed forces of the United States or of an auxiliary thereof or of the Maritime Service and was of sound mind; and that each of said witnesses was then at least fourteen years of age. :__H HICK~,/,~estator WITNESS Subscribed and acknowledged before me by the said VINCENT JOSEPH HICKEY, testator, and subscribed and sworn to before me by the said Dixie Lee Stoner , Carmen R. Ramos , and Debbie Leibel , witnesses, this 16th day of May 1980. Notary Public My Commission Expires GI~ A. Ga~, No~ry Public ~ MiddJeton Twp., Cumberl~d County My Commission Exp~re~ Feb. 5, 1983 Member, P.~,:~r,.=yfvania A~.oci~n of Notaries ESTATE OF VINCENT J. HICKEY File No. 21-04-0119 FAMILY SETTLEMENT AGREEMENT THIS AGREEMENT made this ~xE(~t day of ~"~/~0~ ,2004, BETWEEN: JAMES VINCENT HICKEY, being the legatee under the Last Will and Testament of Vincent J. Hickey, late o£ the Township of Upper Allen, Cumberland County, Pennsylvania, AND JAMES VINCENT HICKEY, Executor of the Estate o£ Vincent J. Hickey, deceased. WHEREAS, Vincent J. Hickey died December 18, 2003, testate; and WHEREAS, Letters Testamentary were granted to James Vincent Hickey on February 9, 2004, by the Register o£ Wills of Cumberland County, Pennsylvania; and WHEREAS, all assets o£ the late Vincent J. Hickey have been liquidated or distributed and all his debts paid in full, and further the period o£ four months having been terminated since the first advertisement of the issuance of Letters to the said Executor, the said party hereto desires to waive the duty of the Executor to file a First and Final Account with Proposed Schedule o£ Distribution for purposes of confirmation by the Court o£ Common Pleas of Cumberland County, Orphan's Court Division, AND FURTHER desires that a Family Settlement Agreement be executed, which Family Settlement will be duly recorded among the deed records in and for Cumberland County. WEIGLE & ASSOCIATES, P.e. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 NOW, THEREFORE, WITNESSETH, that the party hereto, in consideration of the premises above stated, and of the Accounting and Proposed Schedule of Distribution attached hereto and made a part hereof, and the receipt of his distributive share as therein shown, does bind himself to the said Distribution and Accounting as set forth and further releases James Vincent Hickey, Executor, from all claims and demands whatsoever arising out of settlement of the Estate of Vincent J. Hickey. The party hereto does further agree that should any liability come due to the estate of the said decedent after the signing of this agreement, he does hereby covenant and agree with the aforesaid personal representative that he will contribute pro rata his share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representative after the signing, sealing and delivery of this family settlement agreement and final release. IN WITNESS WHEREOF, the party has hereunto set his hand and seal the day and year first above written. WITNESS: //~mes Vincent Hicl~e~, (SEAL) WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : On this, the ~ c~ t~ day of ~ , 2004, before me, the undersigned officer, personally appeared JAMES VINCENT HICKEY, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Not, ar[al Seal IJnda K. Klein. Notary Public Shippensburg, PA Cum~r~anci Courrty My Commission Expires August 15, 2004 WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-04-0119 Estate of Vincent J Hickey, Deceased Account of James Vincent Hickey, Executor, Date of Death: Date of Executor's Appointment: Date of First Advertisement of Letters: Accounting for the Period: 12118~2003 O2~O9~2OO4 02~20~2004 12/18/2003 to 06/28/2004 Purpose of Account: James Vincent Hickey, Executor,, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Thomas L. Bright, Esquire, Attorney Identification No. 30066 Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 GROSS ESTATE (Principal Receipts + Income Receipts) 151,921.29 SUMMARY OF ACCOUNT Estate of Vincent J Hickey For the Period of December 18. 2003 throuqh June 28, 2004 Paqe PRINCIPAL Receipts: This Account 1 Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements: Debts of Decedent 2 Funeral Expenses 3 Administration Expenses 3 Federal and State Taxes 3 Commissions Fees 4 Family Exemption Balance Before Distributions Transfer from (to) Income Distributions to Beneficiaries 5 Principal Balance on Hand For Information: Investments Made Changes in Investment Holdings 6 - 9 INCOME Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer from (to) Principal Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND 10 11 Current Value 2,032.76 5,728.50 686.90 12,260.68 0.00 5,000.00 0.00 Fiduciary Acquisition Value 0.00 151,395.29 25,708.84 125,686.45 125,686.45 0.00 526.00 0.00 526.00 0.00 526.00 526.00 0.00 0.00 12/18/2003 12/18~2003 12/18~2003 12/2012003 06~24~2004 SCHEDULE A RECEIPTS OF PRINCIPAL Cash 1965 Chevrolet - proceeds of sale 03~06~2004 1993 Mercury Grand Marquis - proceeds of sale 03106/04 1,000.00 3,500.00 Real Estate in PA 3 Hemlock Drive, Mechanicsburg - Upper AllenTownshp, Cumberland County, PA 120,551.00 Subseauent Princi~)al Receipts Contribution from James Vincent Hickey - for payment of debts of decedent, administrative costs and fees, and attorney fees U. S. Treasury - 2003 1040 federal income tax refund 25,708.84 635.45 Total Receipts of Principal Fiduciary Acquisition Value 4,500.00 120,551.00 26,344.29 151,395.29 SCHEDULE C DISBURSEMENTS OF PRINCIPAL 12~20~2003 01/0212004 0110212004 0110212004 01/02/2004 01/10/2004 01/10/2004 01/1 O~20O4 01/10/2004 01/10/2004 0111012004 01/1 O~2OO4 01/1012004 01/10/2004 02/19~2004 01/0212004 01/02/2004 Debts of Decedent PPL Electric Utilities Nationwide Insurance United Water Verizon VISA Brice - D. Arndt, DDS Country - Meadows Association PPL Electric Utilities Shipley Oil The Hartford United Water Upper Allen Township VISA Waste Management Hopp - Neumann Humke LLP - invoice for services rendered prior to date of passing Funeral Expenses Fogelsanger-Bricker Funeral Home Twin City Monuments 13.41 231.50 6.75 12.60 110.24 132.00 218.94 22.88 289.90 63.68 7.56 100.00 110.91 35.39 677.00 5,568.50 160.00 2,032.76 2 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 5,728.50 Miscellaneous Administration Expense-~ 2~23~2003 02~09~2004 02/11/2004 02~26~2004 03/15~2004 04/13~2OO4 04~27~2004 04~27~2004 James Vincent Hickey - miscellaneous executor expenses Register of Wills, Cumberland County - Letters Testamentary and Short Certificates Cumberland Law Journal - advertising Letters Recorder of Deeds, Cumberland County - recording deed Patriot News - advertising Letters Testamentary U. S. Post Office - overnight express mailing Register of Wills, Cumberland County - filing PA Inheritance Tax Return Register of Wills, Cumberland County - filing Family Settlement Agreement 50.00 266.00 39.50 127.75 13.65 15.00 100.00 686.90 Taxes 03/1312004 04~27~2004 Register of Wills, Cumberland County - PA Inheritance Tax at discount Register of Wills, Cumberland County - PA Inheritance Tax final balance due 11,500.00 760.68 12,260.68 3 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Fees 04127/2004 Weigle & Associates, P.C. TOTAL FEES TOTAL DISBURSEMENTS OF PRINCIPAL 5,000.00 5,000.00 25,708.84 4 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL James Vincent Hi~:key 02/19/2004 03106/2004 03~06~2004 06124/2004 3 Hemlock Drive, Mechanicsburg 1965 Chevrolet - proceeds of sale 1993 Mercury Grand Marquis - proceeds of sale U. S. Treasury - 2003 1040 federal income tax refund 120,551.00 1,000.00 3,500.00 635.45 125,686.45 TOTAL DISTRIBUTIONS TO BENEFICIARIES 125,686.45 5 SCHEDULE F CHANGE IN INVESTMENT HOLDINGS - PRINCIPAL # Units 1965 Chevrolet - proceeds of sale 03~06~2004 1965 Chevrolet - oroceeds of sale 0~/06/20Q4 12/1812003 1993 Mercury Grand Marquis 12/18/2003 proceeds of sale 03~06~04 1993 Mercury Grand Marauis - prqCeeds of sale 03~o6~2o04 3 Hemlock Drive. Mechanicsburn_ 12/18/2003 Upper AllenTownshp, Cumberland County, PA 02119~2004 Brice 01/10/2004 D. Arndt, DDS Contribution from Jame~ Vincent Hickey 12120/2003 for payment of debts of decedent, administrative costs and fees, and attorney fees Country 01/10~2004 Meadows Association Cost -1,000.00 -1,000.00 1,000.00 1,000.00 3,500.00 3,500.00 -3,500.00 -3,500.00 120,551.00 -120,551.00 0.00 -132.00 -132.00 25,7O8.84 25,708.84 -218.94 6 SCHEDULE F CHANGE IN INVESTMENT HOLDINGS - PRINCIPAL Continued # Units Cumberland Law Journal 02/11/2004 advertising Letters Testamentary Foaelsanaer-Bricker Funeral Hom~ 01/02/2004 HODD 02/19/2004 Neumann Humke LLP - invoice for services rendered prior to date of passing James Vincent Hickey 12/23/2003 miscellaneous executor expenses Nationwide Insurance 01 ~O2~2OO4 Patriot News 03115~2O04 advertising Letters Testamentary PPL Electric Utilities 12~20~2003 01 I10~2004 Cost -218.94 -75.00 -75.00 -5,568.50 -5,568.50 -677.00 -677.00 -50.00 -50.00 -231.50 -231.50 -127.75 -127.75 -13.41 -22.88 -36.29 7 SCHEDULE F CHANGE IN INVESTMENT HOLDINGS - PRINCIPAL Continued # Unit~ Recorder of Deeds. Cumberland County 02126/2004 recording deed Re(~ister of Wills. Cumberland County 0210912004 03/13~2004 04/2712004 04~27~2004 04~27~20O4 Letters Testamentary and Short Certificates PA Inheritance Tax at discount filing PA Inheritance Tax Return filing Family Settlement Agreement PA Inheritance Tax final balance due Shiolev Oil 01/1 O~20O4 The Hartford 01/10~2004 Twin City Monuments 01/02/2004 U. S. Post Office 04/13~20O4 overnight express mailing U. S. Treasury - 2003 1040 federal income tax refund 06~24~2004 06/24/2004 Cost -39.50 -39.50 -266.00 -11,500.00 -15.00 -100.00 -760.68 -12,641.68 -289.90 -289.90 -63.68 -63.68 -160.00 -160.00 -13.65 -13.65 635.45 -635.45 0.00 8 SCHEDULE F CHANGE IN INVESTMENT HOLDINGS - PRINCIPAL Continued United Wafter 01/02/2004 01/10~2004 # Units UoDer Allen Township 01/1 O~2004 Veriz0n 01/02/2004 VISA 01/0212004 01/10~2004 Waste Manaaement 01/10~2004 Weiale & Associates, P.C. 04~27~2004 CQst -6.75 -7.56 -14.31 -100.00 -100.00 -12.60 -12.60 -110.24 -110.91 -221.15 -35.39 -35.39 -5,000.00 -5,000.00 0.00 9 SCHEDULE G RECEIPTS OF INCOME Other Income 3 Hemlock Drive. Mechanicsburq 02110~2004 rental income from 01/01 ~2004 through 02/1012004 ($1,352.00) less expenses ($826.00) including management fees, preparation of lease, and maintenance of real estate 526.00 TOTAL RECEIPTS OF INCOME 526.00 526.00 10 SCHEDULE J DISTRIBUTIONS - INCOME 02/19~2004 James Vincent Hickey - distribution of net rental income 01/0112004 through 02/1012004 526.00 526.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES 526.00 11 Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-04-0119 Estate of Vincent J Hickey, Deceased Affidavit James Vincent Hickey, Executor,, under the Last Will and Testament of Estate of Vincent J Hi(;:key, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his/her knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this estate. Subscribed and sworn to before me thi~,,~ day of , , I NOT~IAL SEAL ! Thomas L. Bright, Notary Public ! Shippensburg Twp., County of Cumberland ~ My Commission Expires Nov. 5, 2004 REGISTER OF WILLS, CUM~ERI2%ND COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: Vincent J. Hickey Date of Death: 12/18/2003 Will No. 21-04-0119 Admin. No. 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. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes x No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be .filed with the Cerk'of the Orphans' Court and may be attached to this report. (MAH:rmf/AM3) S "gnature Thomas L. Brig~, Esquire Name (Pleas~ type or print) WEIGLE. & AS SOC IA~TES, ~ P. C. 126' East King Street Address Shippensburg, PA (717) 532-7388 Tel. No. 17257 Capacity: Personal Representative X __Counsel for personal representative 1N RE: ESTATE OF BONNIE F. : IN THE COURT OF COMMON PLEAS OF CARBAUGH, late of Southampton : CUMBERLAND COUNTY Township, Cumberland County, : PENNSYLVANIA Pennsylvania, deceased : ORPHANS' COURT DIVISION : ESTATE NUMBER 21~04.~540 CERTIFICATION OF NOTI, CE UNDm~~ 5.6 Name of Decedent: Bonnie F. Carbaugh Date of Death: May 29, 2004 Will No. 0540 of 2004 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 e~tate on June 23, 2004: Jeremy L. Carbaugh c/o Jackie Carbaugh 136 Meadow Drive Shippensburg, PA 17257 Marsha L. Reeder 177 Shippensburg Mobile Estates Shippensburg, PA 17257 Roy K. Carbaugh, Jr. 1190 Sharpei Drive Chambersburg, PA 17201 Notice has now been given to all entitled thereto under Rule 5.6(a)except NON persons E. Julyl,2004 Sig "~_~~/'~ (~ r ~/4~/~. Name: ~Jerry A. ~'gle, Esquire Address: Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 Telephone: (717) 532-7388 Capacity: Personal Representative X Counsel for Personal Representative WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 ~5~ BUREAU OF INDIVIDUAL TAXES ZNHERTTANCE TAX DZVTSZON DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-lSd7 EX AFP (01-05) THOMAS L BRIGHT WEIGLE & ASSOCIATES 126 E KING ST SHIPPENSBURG PA 17257 DATE 06-1q-200q ESTATE OF HICKEY DATE OF DEATH 12-18-2003 FILE NUMBER 21 0q-0119 COUNTY CUMBERLAND ACN 101 Amount Remittad VINCENT J MAKE CHECK PAYABLE AND REMTT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTTONS AND ASSESSMENT OF TAX ESTATE OF HICKEY VINCENT J FILE NO. 21 0q-0119 ACN 101 DATE 06-1q-ZOOq TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVAT/ON CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Partnership Interest (Schedule C) ($) q. Mortgages/Notes Receivable (Schedule D) (q) S. Cash/Bank Deposits~Misc. Personal Property (Schedule E) (S) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets 120~551 O0 O0 O0 O0 5/135.~5 O0 ~8 173~671 (8) NOTE: To insure proper cred/t to your account, subm/t the upper portion of this form with your tax payment. 299,357.93 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H} 10. Debts/Mortgage Liabilities~Liens (Schedule Z) 11. 12. 15. NOTE: ASSESSMENT OF TAX: 15. Amount of Line Zq at Spousal rata 16. Amount of L1na Zq taxable at Lineal/Class A rata 17. Amount of L1na lq at Sibling rata 18. Amount of Line lq taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT I DISCOUNT DATE NUMBER I INTEREST/PEN PAID (-) 03-13-ZOOq C CDOO36T~ '~:~ : 605.26 OR-29-200q - CD003877 .00 11,q15.40 (9) (~o~ 2~032.76 Total Deductions (11) Nat Value of Tax Return (12) Cherltable/governmen~al Bequests; Non-elected 9115 Trusts (Schedule J) (15) Net Value of Estate SubSect to Tax Zf an assesseent ~as issued previously, lines lq, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. (15) .00 x O0 = (~6) 285,909.77 x Oq5= (17) .00 x 12 = (~8) .00 x 15 = (19)= AMOUNT PAID 11,500.00 760.68 ZF PA/D AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADD/T/ONAL /NTEREST. 13.~8.1fi 285,909.77 .00 285,909.77 18 and 19 .00 12,865.9q .00 .00 12,865.9q TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 12,865.9q .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU MAY BE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOT[CE: PAYMENT: REFUND (CA): OBJECTIONS: ADH/N- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax*' (REV-ISIS). Applications ars available at the Office of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-361-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3010 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object within sixty [60) days of receipt of this Notice by: --afl(tan protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1011, OR --election to have the matter determined at audit of tho account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in mriting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 1711B-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (RE¥-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (51) discount of the tax paid is allowed. The 151 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 free the date of death, to the date of payment. Taxes which became detinquent before January 1, 1981 bear interest at the rate of six (61) percent per annum calculated at e daily rate of .000164. All taxes which became delinquent on and after January 1, 1981 wi1! bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1981 through Z004 ars: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ 2OZ .000548 T1~'8-1991 11z .000301 ~ 91 .000247 1983 16z .000438 1992 9Z .000247 2001 6Z .000164 1984 112 .000301 1993-1994 7Z .000191 2003 52 .000137 1985 l$Z .000356 1995-1998 92 .000247 2004 4Z .000110 1986 101 .000174 1999 71 .000191 1987 101 ,000174 ZOOO 7Z .000191 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (153 days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated.