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HomeMy WebLinkAbout03-0603Estate of Catherine D. Kaspary also known as Register of Wills of CU~A~ County, Pennsylvania PETITION FOR GRANT OF LETTERS No. A[-0'~- ~ , Deceased Social Security No. 201-18-7312 Petitione~(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s} is/are the execut, OR the 0ecedsnt, dated April 23, 2003 and codicil(s) dated .. named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (c.ta.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritsts) Petitioner(s) after a proper search has/have ascertained that Oecedent left no Will and was survived by the following spouse (if any) and heirs: Name , ,, RelationshiP Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Lower Alien Township, Cumberland County, Pennsylvania with his/her last family or principal residence at 1.6 Columbia Drive, Camp Hill, PA 17011 (list street, number, and municipality) Decedent, then 76 .years of age. died July 14, 2003 at Lower Allen Township, Camp Hill, Cumberland. Cotmt}q PA (Location) 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: Wherefore. Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: I Signature John S. Kaspary~ Jr. 16 Columbia Drive Typed or printed name and residence Camp Hill, PA 17011 Prepared by the Pennsylvania Bar Association Copyrlg ht (c) 1996 form software only CPSystems, Inc. Form RW- 1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me thisj[~.~r~ay of John S. Kaspary, Jr. 16 Columbia Drive Camp Hill, PA 17011 .o. .3t-o3- Loo.s Estate of Catherine D. Kaspary Deceased Social Security No: 201-18-7312 Dam of Death: July 14, 2003 of the Petition on the reverse side hereon, satisfactor7 proof having been presented before me, IT IS DECREED that Letters ~] Testamentary [] Of Administration are hereby granted to John S. Kaspa~r Jr. , in consideration in the above estate and that the instrument(s) dated April 23, 2003 described in the Petition be admitted to probate and filed of record as the last Will of DecedenL FEES Le ,rs ........... $ OO Short Certificate(s) ..... $ If, ~ --:3 Re~ister ~;;~(~Nil~s (] . w ! ~/ Renunciat~n ........ $ Attorney: John E. Slike, Esquire Affidavits ( ) .... $ I.D. No: 06262 Extra Pages ( ) .... $ q, O0 Address: S. AIDIS7 SHUFF~ FLOWER & LINDSAY Codicil ........... JCP Fee .......... Inventory .......... Other ........... TOTAL ......... $ ~_~07. c7o 210.9 Market Street, Camp Hill, PA 17011 Telephone: 717/737-3405 Prepared by the Perm~71vanla Bar AasoClatlon Copyright (c) 1~96 form software only CPSystems, Inc. Form RW-1 his is to certify that the information here given is correctly copied from an original certificate of death dui), filed with me as Local Registrar. The original certificate will be fbrwarded 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, $2.00 ~ x'~ ,~'JO ~ .~.~-- ~ Local Registrar (j P S 2 8 4 0 0 No. ~ Date JUL 1 5 2003 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH IAME OF DECEDENT (F,rs~. M~cid~e. La~) ]SEX SOCIAL SECURITY NUMeER · Catherine D. Kaspary /='~emai~ =. 2OI -- i8 -- 7312 ~arch 5 ~ 76 ~. : [ ,. 1927 ~.Harrisburg, PA ~,-~ ~Lower. Allen ~p. 16 Columbia Drive ~CEDE~'S USUAL ~CU~ KIND~BUSINESWIN~STRY U.S. ~MEOF~ES? ] DECE~NT'S E~CATI~ I"1 UAN,T*t S~US-a.,~ I (~ve ~ ~ ~k ~ ~ ~~ ~ki~ NII; ~ ~ a r~ ) Federal Government ~S DECEDENT EVER IN~ ~ EI~~IS~'N ~ly h,~g g~ C~)i ~ I Near Marry. W~, ~c~ [~) I ,,.. Supe:vtso: .a. . ~. ~ '". , ],4. widowed [,,.  ACTUAk III. SI.I. Pennsylvania o~ ,t~.~ ~.~,, 16 Columbia Drive .~S,O~E - ,,. Camp Hill, PA 17011 ~"'~ ,m.c~.~ Cumberland ,~ 14. July 14, 2003 l(Spec~l I'D- white Lower Allen ,8. Anthony H. Taylor MOTNER'SNAME,F.~.M~dM. Ma~S~name),,. Nancy R. Dougherty INFORMANT'S NAME (Type~Pr~) IINFORMANT'S MAILING ADDRESS (Slreet, C~y/Tow~. Stale, Zip Co~) .~-. John S, Kaspary, Jr. [,~. 16 Columbia Drive, Camp Hill, PA 17011 METHOD OF DISPOSITION DATE OF DISPOSITION ~Fq o~.,(~, Eli,,.' July 16, 2003 Ij~?.lling Green Memor±al ?arkl,,~.ower Allen l~ap., FA 17011 ~i~ SIGN ATU P~OF F~II~E RAL ~VI~: E~ L~IC EN_~"~PERSON ACTING AS SUCH [UCENSE NUMSER INAME AND ADDRESS O~ FACILITY Par themor Yes N~ INJURY AT WORK? gIGNAT~RE AN C RTIFIER ,,,. LICENSE N U ME .R~t ~ O~rE S~GNED {M~. Day, NA~E ~D ~ PERSON ~ T AU H 550 ~elf~ S~t "- . ~ ....... D~ !70~3 SAIDIS SHIJFF, FLOWER & LINDSAY A'FFORNEYSoAT*LAW 2109 Market Street Camp Hill, PA LAST WILL AND TESTAMENT OF CATHERINE D. KASPARY J I - o$- I, CATHERINE D. KASPARY of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I. I direct that my body be interred in Rolling Green Cemetery in the same grave as my husband in the casket that I had previously purchased from the cemetery. II. I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. III. I direct that my executor, hereinafter named, divide my furniture, household goods and tangible personal property between my children as they may mutually agree. In the event they are unable to agree, then my executor shall sell said property and add the proceeds to the residue of my estate. IV. I direct that my executor, hereinafter named, shall sell any real estate that I may own at the time of my death at public or private sale, but that he provide at least 90 days after the date of my death for my children to move out of the premises in the event they are occupying the house at the time of my death. I further direct that my executor shall not sell said property to either of my children unless they are able to pay the full SAIDIS SHUFE FLOWER & LINDSAY A~I'ORNEYS*AT*LAW 2109 Market Streel Camp Hill, PA purchase price at the time of the sale. The proceeds of any such sale shall be added to the residue of my estate. V. I devise and bequeath all the rest, residue and remainder of my estate as follows: A. Sixty (60%) percent of said residue shall be paid to my son, JO~l~ S. KASPARY, JR. If he is deceased, said share shall be paid to his son, jO}IN T. KASPARY. B. Forty (40%) percent shall be paid to my daughter, SUSAN D. BROWN. If she is deceased, her share shall be paid to her son, JEFFREY M. DAPP. VI. I appoint Waypoint Bank, guardian of any property which passes under this will or otherwise to a minor or an incompetent and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principal as well as income from time to time for the minor's education and support or to make payment for those purposes without further responsibility to the minor or to any person taking care of the minor. The said guardianship shall terminate as to each beneficiary when he or she reaches the age of 21 years, if a minor, or when declared competent, if an incompetent. VII. I appoint my son, John S. Kaspary, Jr., as Executor of this, my Last Will and Testament. My son shall not be required to post bond in this or any jurisdiction. SAIDIS SHIJFF, FLOWER & LINDSAY ATI~ORNEYS*AT*LAW 2109 Market Street Camp Hill, PA IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the 23rd day of April, 2003. CATHERINE D. K~SPARY (SEAL) Signed, sealed, published and declared by Catherine D. Kaspary, Testatrix therein named, on this and two (2) other sheets of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Name Name Address Add~ess COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constrain or undue influence. Test~tri~U Witness SAIDIS SHIJFF, FLOWER & LINDSAY ATFORNEYS*AT* LAW 2109 Market Street Camp Hill, PA Subscribed, sworn to and acknowledged before me by the testatrix, and subscribed and sworn to before me by both witnesses, this 23rd day of April, 2003. 4 Name of Decedent: Date of Death: Will No. To the Register: REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Catherine D. Kaspary July 14, 2003 21-03-0603 Admin. No. 2003-00603 I certify that notice of (beneficial interest) 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 August // ,2003. Name Address Susan D. Brown John S. Kaspary, Jr. 16 Columbia Drive, Camp Hill, PA 17011 16 Columbia Drive, Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: Capacity: Thomas E. Flower, Esquire SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Personal Representative X Counsel for Personal Representative 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 003111 DUPLICATE FLOWER THOMAS ESQUIRE 2109 MARKET STREET CAMP HILL, PA 17011 ACN ASSESSMENT CONTROL NUMBER AMOUNT ........ ford 101 $9,000.00 ESTATE INFORMATION: SSN: 201-18-7312 FILE NUMBER: 2103- 0603 DECEDENT NAME: KASPARY CATHERINE D DATE OF PAYMENT: 1 0/10/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/14/2003 TOTAL AMOUNT PAID: $9,000.00 REMARKS: JOHN S KASPARY JR C/O THOMAS FLOWER ESQUIRE SEAL CHECK# 3013 INITIALS' VZ RECEIVED BY: DONNA M. OTTO DEPUTY 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 FILE NUMBER 21 _ 03 0603 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Kaspary, Catherine D. DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 07/14/03 ~ 03/05/27 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 201-18-7312 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER r~l. Original Return ~]4. Limited Estate [~6. Decedent Died Testate (Attach copy of W~) ---]9. Litigation Proceeds Received NAME Thomas E. Flower, Esquire FiRM NAME (tfApplicable) Saidis, Shuff, Flower & Lindsay TELEPHONE NUMBER (717) 737-3405 ]'--~ 2. Supplemental Return [] 3. Remainder Return (date of death pdor to 12-13-82) [] 4a. Future Interest Compromise {date of death after 12-12-82) [] 5. Federal Estate Tax Return Required [~7. Decedent Maintained a Living Trust (A~tach copy of Trust) 8. Total Number of Safe Deposit Boxes [] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) [] 11. Election to tax under Sec. 9113(A) (Attach Sch O) COMPLETE MAILING ADDRESS 2109 Market Street Camp Hill, PA 17011 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ~J Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)(10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/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) 148,955.59 16,097.79 0.00 o.oo 83,938.13 I 371.20-~?, (8) 250,362.71 44,030.36 8,914.24 (11) 52,944.60 197,418.11 0.00 (12) (13) (14) 197,418.11 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due SEE INSTRUCTIONS ON REVERSE BIDE FOR APPLICABLE RATES 0~00 x .0 (15) 0.00 197 418.11 x .0 45 (16) 8,883.81 x .12 (17) ....... x .15 (18) (19) 8,883.81 Decedent's Complete Address: ,%TREET ADDRESS 16 Columbia Drive CITYcamp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 9,000.00 C. Discount 444.19 8,883.81 9,444.19 560.38 Interest/Penalty if applicable D. Interest E. Penalty If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 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. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) (4) (5) (5A) (5B) 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. John S. Kaspary, Jr., 1082 Main Street, First Floor, Oberlin, PA 17113 DATE ADDRESS Saidis, Shuff, Flower & Lindsay, 2109 Market Street, Camp Hill, PA 17011 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. 59116 (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. 59116 (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)(12)]. The tax rate imposed on the net value of transfers to or for the use of the decedenrs lineal beneficiaries is 4.5%, except as noted in 72 P.S. 59116(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. RE'~;1502 EX+ (6-9~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Catherine D. Kaspary SCHEDULE A REAL ESTATE FILE NUMBER 21-03-0603 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both 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 1. VALUE AT DATE OF DEATH $ 148,955.59 House and lot, 16 Columbia Ave., Camp Hill, PA contract sales price, net of "seller assist" - see attached settlement sheet TOTAL (Also enter on line 1, Recapitulation) $ 148,955.59 (If more space is needed, insert additional sheets of the same size) RE~-1503 EX+ (6-98,~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Catherine D. Kaspary SCHEDULE B STOCKS & BONDS FILE NUMBER 21-03-0603 All property jointly-owned with right of survivorship must be disclosed on Schedule F. iTEM NUMBER DESCRIPTION 1. Strong Advisor Municipal Bond Fund 1,747.982 shares @ $8.66 ....................... $15,137.52 plus accrued dividends ................................ 22.51 32 shares Metlife, Inc. @ $29.305 ............ $ 937.76 VALUE AT DATE OF DEATH $15,160.03 $ 937.76 $ 16,097.79 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) RE~/-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E PERSONAL PROPERTY ESTATE OF FILE NUMBER Catherine D. Kaspary 21~03-0603 Include the proceeds of litigation and Ihe date the proceeds were received by [he estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION Waypoint Bank Checking Account #500049790 ..................................... $ 3,333.10 accrued interest .......................................... 0.32 Waypoint Bank Savings Account #011103 ............................................ $40,018.37 accrued interest ........................................... 5.07 Commerce Bank Checking Account #513365627 .................................... $ 5,032.76 accrued interest ........................................... 0.49 New Cumberland Federal Credit Union Savings Account #295851 ........................................... $ 27,720.89 New Cumberland Federal Credit Union Savings Account #295858 ........................................... $ 260.82 1997 Buick Skylark, 28,279 miles (per Blue Book) ............... $ 3,945.00 Pro rata refund of prepaid taxes and sewer at settlement .... $1,071.31 (see attached settlement sheet, 16 Columbia Drive) Household furniture and furnishings ..................................... $2,000.00 (see attached inventory) 14K diamond fashion ring .................. $550.00 (see attached appraisal) TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH $ 3,333.42 40,023.44 5,033.25 27,720.89 260.82 3,945.00 1,071.31 2,000.00 $550.00 83,938.13 REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Kaspary, Catherine D. 21-03-0603 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM iNCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER qfHE DATE OF TRANSFER ATTACHA COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. M&T Bank IRA 1,371.20 100% n/a 1,371 Plan Key: 201-18-7312 John S. Kaspary, Jr. - 50% Susan D. Brown - 50% TOTAL (Aisc enter on line 7 Recapitulation) $ 1,371.2C (If more space rs needed, insed additional sheets of the same size) REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT 'ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Kaspary, Catherine D. 21-03-0603 Debts of decedent must be reported on Schedule [. ITEM NUMBER DESCRIPTION AMOUNT A. 1. 8. 9. FUNERAL EXPENSES: professional services ............................ $4,795.00 obituary notice ...................................... 129.50 death certificates .................................. 20.00 organist ................................................ 150.00 clergy ................................................... 75.00 soloist .................................................. 50.00 altar servers ......................................... 15.00 flowers ................................................. 79.50 BURIAL: Rolling Green Cemetery' ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) John S. Kaspary, Jr. Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 1082 Main Street City Oberlin State PA Zip 17113 Year(s) Commission Paid: 2004 Att0mey Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant John S. Kaspary, Jr. and Susan D. Brown Street Address 1082 Main Street City Oberlin State PA Zip 17113 Relationship of Claimant to Decedent son and daughter (Note: decedent's house has been sold.) Probate Fees ' Accountant's Fees Tax Return Preparer's Fees Cumberland Law Journal & The Patriot-News: advertise estate ........ $304.33 Local real estate taxes ........................................................................ 1,501.06 Homeowner's Insurance ..................................................................... 32.20 PA American Water, utility .................................................................. 69.55 Keystone Oil, fuel oil ........................................................................... 128.90 PNC Bank, estate check pdnting fee ...... : ........................................... 96.60 Paint, plaster compound, plumbing repair .......................................... 96.13 Realtor's commission ......................................................................... 8,551.59 Realty Transfer Tax ........................................................................... 1,537.00 Miscellaneous settlement costs ......................................................... 266.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) $5,314.00 870.00 12,450.00 9,000.00 3,500.00 313.00 12,583.36 44,030.36 REV-1512 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Kaspary, Catherine D. 21-03-0603 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. 5. 6. 7. 8. The Hartford, auto & home insurance PPL Electric, utility bill Pa. American Water Co., utility bill Comcast, t.v. cable bill Patriot News, subscription Lower Allen Township, trash & sewer fees MCI, phone bill New Cumberland Federal Credit Union line of credit account # 002958 TOTAL (Also enter on line 10, Recapitulation) $ $88.36 111.80 58.68 79.28 38.70 80.69 41.49 8415.24 8,914.24 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Kaspary, Catherine D; 21-03-0603 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec, 9116 (a) (1.2)] Susan D. Brown 800 York Road Lot # 32 Dover, PA 17315 John S. Kaspary, Jr. 1082 Main Street First Floor Oberlin, PA 17113 daughter sol~ 40% 60% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET 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 SHEET (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF CATEERINE D. KASPARY SAIDIS ;HUFF, FLOWER & LINDSAY A'ITORNE;'S.ATo LA W 2109 Market Streel Camp Hill, PA I, CATHERINE D. KASPARY of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking'any will previously made by me. I. I direct that my body be interred in Rolling Green Cemetery in the same grave as my husband in the casket that I had previously Purchased from the cemetery. II. I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. III. I direct that my executor, hereinafter named, divide my furniture, household goods and tangible personal property between my children as they may mutually agree. In the event they are unable to agree, then my executor shall sell said property and add the proceeds to the residue of my estate. IV. I direct that my executor, hereinafter named, shall sell any real estate that I may own at the time of my death at public or private sale, but that he provide at least 90 days after the date of my death for my children to move out of the premises in the event they are occupying the house at the time of my death. I further direct that my executor shall not sell said property to either of my children unless they are able to pay the full SAIDIS ~HUFF, FLOWER & LINDSAY ATTORNEYS°AT, LAW 2109 Markel Street Camp Hill, PA purchase price at the time of the sale. sale shall be added to the residue of my estate. V. I devise and bequeath all the rest, residue and remainder of my estate as follows: A. Sixty (60%) percent of said residue shall be paid to my son, JOHN S. KASPARY, JR. If he is deceased, said share shall be paid to his son, JOHN T. KASPARY. B. Forty (40%) percent shall be paid to my daughter, SUSAN D. BROWN. If she is deceased, her share shall be paid to her son, JEFFREY M. DAPP. VI. I appoint Way-point Bank, guardian of any property whi passes under this will or otherwise to a minor or an incompetent and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principal as well as income from time to time for the minor's education and support or to make payment for those purposes without further responsibility to the minor or to any person taking care of the minor. The said guardianship shall terminate as to each beneficiary when he or she reaches the age of 21 years, if a minor, or when declared competent, if an incompetent. VII. I appoint my son, John S. Kaspary, Jr., as Executor of this, my Last Will and Testament. My son shall not be required to post bond in this or any jurisdiction. The proceeds of any such 2 <1 IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the 23rd day of April, 2003. (SEAL) Signed, sealed, published and declared by Catherine D. Kaspary, Testatrix therein named, on this and two (2) other sheets of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. // -. Name Name Address Address COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SAIDIS SHUFF, FLOWER & LINDSAY ^qTORNEYS,AT,LAW 2109 Market Streel Camp Hill, PA WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned, authority that the testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constrain or undue influence. Te s t ~rir~3 .~/,/~',, Witness Witness 3 SAIDIS SHUFF, FLOWER & LINDSAY A~FORNEYS,AT,LAW 2109 Market Street Camp Hill, PA Subscribed, sworn to and acknowledged before me by the testatrix, and subscribed and sworn to before me by both witnesses, this 23rd day of April, 2003. Notary P~f~D~li'c 4 OMB, NO. 2502-.0265 A. ~ B. TYPE OF LOAN: U S DEPARTMENT OF HOUSING & URBAN DEVELOPMENT!j 1.r-]FHA 2. r~FmHA 3.~]CONV. UNINS. 4.E~vA 5.[~]CONV. INS. · ' ! 8. FILE NUMBER: I 7. LOAN NUMBER: SETTLEMENT STATEMENT I LOPEZ.WALTER I 3904001093 /6. MORTGAGE INS CASE NUMBER: ! 8%'~F~914 C. NOTE; OLD MORTGAGE INS CASE NUMBER: JSG This form is furnished to give you a sfalemenl of actual seitlemenl costs. Amounts paid lo and by lne setllement agem are sl~own. items marked "/POC. I" were paid outside the closing; Ii,ay are shown here ~'or infom~a1~onal purposes an~ are oo! inslu~1ed in the 1.0 3/~8 (LOPEZ WALTERPFD/LOPETM_ WALTER/15] D. NAME AND ADDRESS OF BORROWER: WALTER LOPEZ and ELISE J. ORTIZ 16 COLUMBIA DRIVE CAMP HILL, PA 17011 G. PROPERTY LOCATION: 16 COLUMBIA DRIVE CAMP HILL, PA 17011 CUMBERLAND Cpunly, Pennsylvania E. NAME AND ADDRESS OF SELLER: ESTATE OF CATHERINE D. KASPARY 25-1857112 H. SE'f-FLEMENT AGENT: Midstale Abstracl Company F. NAME AND ADDRESS OF LENDER: PLACE OF SETTLEMENT 2331 Market Streel Camp Hill, PA 17011 GATEWAY FUNDING I. SETTLEMENT DATE November 10, 2003 J. SUMMARY OF BORROWER'S TRANSACTION 108. GROSS AMOUNT DUE FROM BORROWER: 101. Contracl Bales Price 153,700.00 102. 103. Personal Properly Seltlemenl Charges Io Borrower fLine 1400) 6,709.10 104. 105. Ad/ustments For Items Paid By Sefler in advance 106. CilyFFown Taxes to 107. County Taxes 11/10/03 to 01101104 76.75 108. SchooITaxes 11/10/03 lo 07101104 953.30 109. Sewer & Refuse Pro Ration 11/10/03 Io 01101/04 41.26 110. 111. 112. 120. GROSS AMOUNT DUE FROM BORROWER 161,480.41 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 201. Deposit or earnest money 202. Principal Amount o1 New Loan[s) 4,000.00 152,450.00 203. Exislinq loan[s) laken subiec[ Io 204. 205. 206. 207. 208. 209 Seller Contriubfion 4,744.41 210. 211. Adjustments For Ilems Unpaid By Seller City/Town Taxes to Count}, Taxes to 212. School Taxes 1o 213. 214. 215. 216. 217. 218. 219. 220. TOTAL PAiD BY/FOR BORROWER 161,194.41 300. CASH AT SETTLEMENT FROM/TO BORROWER: 301. Gross Amount Due From Borrower fLine 120) I 161,480.41 302. Less Amounl Paid By/For Borrower (Line 220) I( 161,194.41 402. Personal Property 403. K. SUMMARY OF SELLER'S TRANSACTION 400. GROSS AMOUNT DUE TO SELLER: 401. Contract Sales Price 153,700.00 405. B}, Seller in a~Tvance lo ,Taxes 11/10/03 [o 01/01/04 76.75 408. School Taxes 11/10/03 Io 07/01/04 953.30 409. Sewer & Refuse Pro Pelion 11110/03 to 01101104 41.26 410. 411. 412. 420. GROSS AMOUNT DUE TO SELLER 154,771.3: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 501. Excess Deposit [See Instructions) 502. Selllement Charges to Seller (Line 1400) 503. Existim ecl to 504. Payoff of first Mortgage 506. 10.435.28 508. 509. Seller Contriubtion 4,744.41 Adiustments For Items Unpaid By Softer / Taxes to 512. School Taxes to 513. 514. 515. 516. 517. 518. 519. 520. TOTAL REDUCTION AMOUNT DUE SELLER 600. CASH AT SE'I'q'LEMENT TO/FROM SELLER: 601. Grass Amount Due To Seller (Line 420) 602. Less Reduction.s Due Seller [Line 520) 15,179.§9 154.771.31 15,179.69 603. CASH ( X TO) ( FROM J SELLER 139,591.62 303. CASH( X FROM) ( TO) BORROWER j 286.00 The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this WALTER LOPEZ ~ statement & an,y altachmenls referred to herein. OF CATHERINE}D. KASP,CRy L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price $ 149,200.00 ~_.,,~_8.0000 % D~visi~n of Commission (linde 700) ~s Follows: ~ Io THE HOMESTEAD GROUP, INC. ~ 4,050.59 to RE/MAX REALTY ASSOCIATES ~Jon Paid at Se0lement RE/MAX-4451-400.41 800, ITEMS PAYABLE IN CONNECTION WITH LOAN 801, Loan Oriq..,]nation Fee % to 802, Loan Discounl % to  Fee Io GATEWAY FUND"'~-'~ P"~ to GATEWAY F~ ~ Cerlil'icalion Fee to FIRST AMER~ ~ Tax Service Fee to GATEWAY FUNDING 8,952.00 POC 807. U.W./Processing Fee ~ Commilmen[/Lock Fee 1001. Hazard Insurance 1002. tvlorlclaqe Insurance 1003. City/Town Taxes ' 1004. Count_z_Taxes ; 1005. School Taxes ~ 1006. FHA MIP Cash Porlion 1007, ~uslmenl 1100. TITLE CHARGES 11 O1. Sell]emenl or Closing_Fee 1102. Abslracl or Title Search 1103. Tille Examination 1104, Title Insurance Binder 1._..~105. O~aralion 1106. Closing Service Letter 1107. Attorney's Fees _.__.___._~inoludes above item numbers.. 1108. Tille Inso.._,.rance to (includes above item numbers~ 102. 1103 1109. ~erage 1110. Owner's Coverage $ 1111. Endorsements I00,300.--'~,1 to 1112, Nolary Fee to GATEWAY ~ 1o GATEWAY FUN-~ §OD. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interesl From 11/10103 Io 12/01103 @ $ 25.060500/day ~ Insurance Premiumfor months 1o GATEW~ 903. Hazard,____.__.._..__~lnsurance Premium for 1.0___years Io 904. FHA MIP Cash Podion 1.0 years to GATEWAY FUNDING 905. 1000. RESERVES DEPOSITED WITH LENDER 4.D00 monlhsL$ monlhs ~ $ monlhs _.¢-,_- ~ 11.OO0 monlns__,.~f~ $ 7,000 monlhs @ $ monlhs ~ $ monlhs ~ _~_ monlhs ~ $ f 21 days %) P,AJD FROM SELLER'S FUNDS AT 100.1 526 75.00 75.0 3.01 34.67 .p_e_[_ monlh er_E.~_~o n th 138.i _per month 43.16 per month 121.77 per monirh 474.71 ~ month 852.3! per monlh per monlh -684.2 to Io 1o 1o to MJdstale Abstract Corn a.~ Io Releases ._.M._M t D STATE ABS~TRACT & 1104 152,450.00 149,200.00 Midstate Abstract Company Cash 1113. Notar./Fee to Cash 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 38.50; Mortgage $ 48.50; 1202. Cil-]~'~'unl Tax/Slam s:Deed 1,537.00~lgage 1203. State Tax/Stam_~: Revenue Stamps 1,537.00; Mo?_~.~.~_ 1204. 1205. 1300, ADDITIONAL SETTLEMENT CHARGES 35.00 1301. Survey_ to ' 1302. ~ to POC ~~e ~o The Homeslead Group, Inc. ~ ~ lo_9- ?we., A,I]e.n.]]own_shi -- 10/1-12/31 1305 Tax Cedlficaho~ to Bonn e K. M~ller, Treasurer 14.00. TOTAL SETTLEMENT CHARGES fEnter~'n~502 Sect on K 6,709.10.L 10,435;2~ Midslale Abstract Company Ced. ii]ed to be a b'ue copy. Se[llemen! Agent STRONG February 5, 2004 P.O. Box 2936 t Milwaukee, Wisconsin 53201 I www. Strong.com John Kaspary 1082 Main St First Floor Oberlin, PA 17113 Dear Mr. Kaspary: Thank you for informing us of Catherine D. K.aspary's passing. We valued her association with us. Catherine D. Kaspary held individually registered Strong Advisor Municipal Bond Fund account #597-5970048290. The account value is provided in the following table as of the date that she died, July 14, 2003: :i::.:::Shares: II share price IIAcc°untvalUe II Dividends* 1,747.982 I $8.66 II $15,137.52 II $22.51 *Dividends accrued July 1 through July 14, 2003 To reregister Catherine D. Kaspary's individual account, the personal representative will need to provide the following: · A certified copy of the Letters Testamentary or Letters of Administration dated within 60 days of its receipt here · A signature guaranteed letter of instruction from the personal representative that references the account number and requests to reregister the account · A Financial Advisors New Account Application If the personal representative chooses to redeem the account, in addition to completing the Financial Advisors New Account Application, he or she should provide a signature guaranteed letter that references the account number and instructs us to sell the shares in the account. A certified copy of the Letters Testamentary or Letters of Administration dated within 60 days of its receipt here should accompany the letter. A Medallion signature guarantee may be obtained from any eligible guarantor institution as defined by the Securities and Exchange Commission. These institutions include banks, savings associations, credit unions, and brokerage firms. The words Signature Guaranteed must be stamped or typed near each signature being guaranteed. The guarantee must appear with the printed name, title, and signature of an officer and the name of the guarantor institution. Please note that a Notary Public stamp or seal is not acceptable. b~formation in this letter is historical and may not reflect the current balat~ce in the account. Please refer to Strong statements for actual holdings and detailed information, bn,estment vahtes may fluctuate. John Kaspary Page 2 February 5, 2004 The appropriate Strong form is enclosed. If you have questions, please call us at 1-800-274-3863. Representatives are always available to speak with you. Sincerely, Client Relationship Team Eric. MET: Historical Prices for METLIFE INC - Yahoo! Finance Page 1 of 2 i j I--IOO[ FINANCE F,,,anoe Home - My Yahoo, Thursday, February 19, 2004, 3:0gpm ET - U.S. Markets close in 51 minu~es. Welcome, Guest [Sign In] To track stocks Quotes & Info e.g. YHOO, ^D31 Swnbol Lookup ] Finance Search MetLife Inc (MET) J! Sco rade' [" ~,~IAWAR[~NN,NG SERV CE - $7 Trades. 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WE'LL GET YOU THE~REL 9/9/2003 SAIDIS, SHUFF, FLOWER & LINDSAY 2109 MARKET ST CAMP HILL PA 17011 The information which you requested on the account(s) of CATHERINE D KASPARTY (Social Security Number 201 - 18-7312 ) is/are as follows: Account Number 500049790 5500019108 Class of Account CHECKING SAVINGS Date Opened 092097 011102 Principal Balance 3333.10 40018.37 Accrued Interest .32 5.70 Balance at Date of 3333.42 40024.07 Death Account Ownership SOLE SOLE Name of Joint Owner, if any Date Ownership 092097 011102 Was Established Account Number Class o£Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested SENIOR SERVICES REP. P.O. Box 171 I. HARRISBURG, PENNSYLVANIA 17105-1711 Commerce Bank 100 Senate Avenue Camp Hill, PA 17011 Re~ Estate of Catherine D. Kaspary Date of Death: July 14, 2003 social Security No. 201-18-7312 AUG 1 2 2003 Dear Sir/Madam: The following is a complete record of the above decedent's accounts decedent's date of death. If the decedent had a safe deposit box, indicate number __ as of July 14, 2003, Balance on Date of Death ~ C':3 -~, ~ ~ Account No. Type of Principal Accrued Names on Date Account Interest Account (All Opened Owners) Signature of Offici~ New Cumberland Federal Credit Union 345 Lewisberry Road New Culnberland, PA 17070 Re~ Estate of Catherine D. Kaspary Date of Death: July 14, 2003 Social Security No. 201-18-7312 Dear Sir/Madam: The following is a complete record of the above decedent's accounts as deceden*.'s date o{'d~ath lfth~, rt,~ ~rt t had a ~ .............. c~en, safe deposit box, indicate ....~-~ of July 14, 2003, Balance on Date of Death Account No. Type of Principal Accrued Names on Date Account Interest Account (All Opened Owners) 'Y'%~... Date: 0 ~r~ t3- o3 Signature df Official\ c~t'z..~G y'a ~L ¢/~.>_,~--&O Title: .Kell?y Blue Book Used Car Values Page 1 of 2 Kelley Blue Book ~uil~ a'fiar'j J:n,centives Quality Ratings My Car's Value Fr~ P~me Quote j [Bur a Used Car Sell Your Car Motorcycl~ Finandng~ Insurance Lemon Check Warra n~es Car Reviews De:ision Guid~ Advice Fmc N~sle~erj A~ut kbb ~ BI ue Book Enter your email to get the latest Blue Book Private Party Report Pennsylvania · October 6, 2003 1997 Buick Skylark Custom Sedan 4D Engine: 4-Cyl. 2.4 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 28,279 Equipment Air Conditioning Power Steering Power Door Locks Tilt Wheel Buy a New Ca~r Buy a Used Car List Your Car For Sale Onlin_e Free Lemon Chec~k Auto Loans from 3.49% APR Insurance QuoLe Warranty Quote Print "For Sale" Sig~ Payment Calculator Sell your car on eBay Motors_ AM/FM Stereo Dual Front Air Bags ABS (4-Wheel) Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean title history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Private Party Value $3,945 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private pa rty. Get the latest [BI ua [Book ~,~t~;'~l Get a Used Car Trade-In Value Get Invoice & MSRP on New Cars Get a Person to Person Auto Loan http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb. PA;294514;PA041 & 17013;sed+p;&723;Bui... 10/06/2003 Estate of Catherine D. Kaspary 21-03-0603 Inventory of Household Furniture and Furnishings Living/Dining Room: Sofa Chairs (3) Table lamps (3) Clock Console stereo Coffee table Side tables (2) Dining table and chairs (4) Low china cabinet Kitchen table and chairs (3) Bedroom: Single bed Dresser Vanity Side table Basement: Sofa and chairs (3), poor condition Television Writing desk Floor lamps (2) Hand tools Patio furniture, table and chairs (3) 20-foot ladder Lawn mower None of the furnishings were antiques, and estimated maximum auction value is $2,000. Appraisal Certificate -for- Last Name Address City First Name tTrm:,~ D. State ,,~ Zip Current Markets: Gold Silver Platinum This is to certify that we have carefully examined the articles listed below and appraised those articles at current fair market replacement value. This certificate does not constitute an offer to purchase or replace articles. DESCRIPTION APPRAISED VALUE Appraised values are based upon our estimates of size and quality of the aforementioned articles. Appraiser assumes no responsibility to any action which may be taken with respect to this document. Appraised By A~'~>6'~z (Print Please) Appraiser's Signature ,,'~,X--..~ ,~' ~-~dff S tore ,~F~z~z ~, J~-~ ~ ~ STK. # APR-IO0.O0 ailfirst 501-530 I,,,lll,.lll,,,,,,ll,,,lll,,,I,Ih,,,Ih,l,l,l,l,,I NRS CATHERINE D KASPARY 16 COLUNBIA DR CAMP HILL, PA 17011-7635 ~ ~ SUBSTITUTE W-qP ~ ~ BELOW IS YOUR CURRENT FEDERAL TAX WITHHOLDING ELECTION ON YOUR AUTOMATIC RETIREMENT ELAN DiST~i~bTiON~. YoU HAVE mHE Ri~Hi iU KEVUK~ YOUR ELECTION AT ANY TIME. IF YOU CHOOSE TO CHANGE YOUR ELECTION OR RERCENT WITHHELD, INDICATE YOUR CHANGES ON THE FORM BELOW AND RETURN IT TO US. IF YOU HAVE ANY QUESTIONS, CALL OUR CUSTOMER SERVICE DERARTMENT AT 1-800-533-6630. PLAN KEY: 201-18-7512 IRA PLAN BALANCE: 1,371.20 CURRENT WITHHOLDING ELECTIONS: FEDERAL WITHHOLDING ONLY FED RATE: DATE OF NOTICE 06/30/03 ALLFIRST BANK P.O. BOX 1596 M/C 501-530 BALTIMORE, MD 21203 CAUTION: UNDER THE ESTIMATED TAX PAYMENT RULES, YOU MAY BE SUBJECT TO TAX PENALTIES IF YOUR ESTIMATED TAX PAYMENTS AND WITHHOLDING ARE NOT ADEQUATE. CHANGE MY ELECTION TO THE FOLLOWING: FEDERAL: NO FEDERAL TAX WITHHOLDING STANDARD RATE ~,~,~D ~ATE (ENTER PERCENT) DATE SIGNATURE OF PLAN HOLDER STA-W4P STA18414 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISTON DEPT. 180601 HARRTSBURG, PA 17128-0601 THOMAS E FLOWER ESQ SAIDIS ETAL 2109 MARKET ST CAMP HILL CONNONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRA/SENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX *04 APR 26 P DATE ESTATE OF DATE OF DEATH F/LE NUNBER COUNTY ACN I O~-Z6-ZOOR KASPARY 07-1~-Z005 Z1 05-0605 CUMBERLAND 101 REV-ISq7 EX AFP CDZ-O5) CATHERINE D AIoun~ Remi~ed MAKE CHECK PAYABLE AND REM'rT PAYNENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOT/CE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KASPARY CATHERINE D FILE NO. 21 0:5-0605 ACN 101 DATE Oq-Z6-ZOOq TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNZNG 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) 5. Closely Held Stock/Partnership Interest (Schedule C) (3) q. Hortgagas/Notes Rece/vable (Schedule D) $. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXENPTZONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expanses (Schedule H) (9) 10. Debts/Hot,gage Liabilities/Liens (Schedule Z) (10) 11. Total Deductions 12. Nat Value of Tax Return lq8~ 955 59 161097 79 00 O0 8:5 ~ 9:58 1:5 O0 1~$71 .ZO (8) 8191~.2~ (11) (12) 13. NOTE: ASSESSHENT OF TAX: 15. Amount of Line lq at Spousal rata 16. Amount of L/ne lq taxable at Lineal/Class A rata 17. Amount of L/ne lq at S/bl/ng ra~e 18. Amount of Line lq taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDZTS: PAYMENT RECEZPT DISCOUNT (+) DATE NUHBER XNTEREST/PEN PA~D (-) 10-10-200:5 CDO0:511! q~.19 Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) Nat Value of Estate Subject ~o Tax (lq) Zf an assessBent was issued previously, lines 1~, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. NOTE: To insure proper credit to your account, subm/t the upper port/on of th/s form with your tax payment. Z50,:56Z.71 197,~18.11 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 197,q18.11 18 and 19 Nill 560.:58CR .00 560.:58CR ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT IS REgUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF THZS FORN FOR ZNSTRUCTZONS.) TOTAL TAX CREDIT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE 9,000.00 ANOUNT PAID 9,qqq.19 (15) .00 X O0 = .00 (16) 197,q18.11 x Oq5 = 8,88:5.81 (17) .00 X 12 = .00 (18) .00 x 15 = .00 (19)= 8,88:5.81 RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 19BI -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Crass B (collateral) rate on any such future interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOOD. (72 P.S. Section 91q03. 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 HZLLS, AGENT A refund of a tax credit, which 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 are available at the Office of the Register of Nills, any of the 25 Revenue District Offices, or by calling the special Iq-hour answering service for forms ordering: 1-800-$6Z-ZO50~ services for taxpayers aith special hearing and / or speaking needs: 1-80O-qq7-3OZO (TT only). Any party in interest not satisfied with the appraisement, alloaance, or disallowance of deductions, or assessment of tax (including discount ar interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenuaj Board of Appeals, Dept. ZB10Z1, Harrisburg, PA 171ZB-lOZlj 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 Review Unit, Dept. ZB0601, Harrisburg, PA 17liB-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lSO1) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. The lSZ tax aenest~ non-participation penalty is computed on the total of the tax and inter~ st assessed, and not paid before January lB, 1996, tho 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 mould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, er nine (9) months and one (1) day from the date of death, to the date of payment. Taxes ahich became delinquent before January l, 198Z bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January l, 19&Z will bear interest at a rate which mil! vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOq are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year ~ ZOX .0005q8 ~'~- 1991 XXZ .000301 ~ 1963 167. .000fi38 199Z 97. .OOOZ~7 ZOOZ 1980, 11Z .000301 1993-199~, 7Z .00019Z 2003 1985 137. .000356 1995-1998 97. .O00Zq7 ZOOfi 1986 lOX . O00Z7q 1999 7Z . O0019Z 1987 lOX .O00Z7q ZOO0 7X .O0019Z --Interest is calculated as follows: TNTEREST = BALANCE OF TAX UNPATD X NUHBER OF DAYS DELTNQUBNT X DATLY TNTERBST FACTOR Interest Daily Rate Factor 97. .O00Zq7 6Z .00016q 5Z .000157 qX .000110 --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) 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. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYZSTOH DEPT. Z80601 HARRTSBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT RE¥-1~07 EX AFP COlogS) THOMAS E FLOWER ESQ SAIDIS ETAL 2109 MARKET ST CAMP HILL PA 17011 DATE 05-24-Z00~ ESTATE OF KASPARY DATE OF DEATH 07-1~-2005 FILE NUMBER 21 05-0605 COUNTY CUHBERLAND ACN 101 I Amount Remitted CATHERINE D MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper cred/t to your account, subm/t the upper portion of this fore with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS *~ REV-1607 EX AFP (01-03) ESTATE OF KASPARY ~ ZNHERZTANCE TAX STATEMENT OF ACCOUNT NUN CATHERINE D FILE NO. Z1 03-0605 ACN 101 DATE 05-24-Z00~ THIS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHO#N BELOH ZSA SUHNARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 0~-19-Z00~ PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): .~., PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 8,883.81 10-10-2003 05-0~-200~ CD003111 REFUND IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1~ NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), ~4~.19 .00 TOTAL TAX CREDIT 9,000.00 ~- 560.38- ~.: 8,883.81 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. PAYMENT: Detach the top portion of this Notice and submit with your payment made payabie to tho name and address printed an the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF #ILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which mas not requested on the Tax Return, may ba requested by completing an 'Application for Refund of PannsyIvania Inheritance and Estate Tax" (REV-i$I3). AppIications are avaiiabIa at the Office of the Register of Rills, any of the Z3 Revenue District Offices or from the Department's Zq-hour answering service for forms ordering: 1-800-36Z-ZOSO) services for taxpayers with specie! hearing and / or speaking needs: 1-800-4qT-30ZO (TT only). REPLY TO: guastions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB06Oi, Harrisburg, PA 171Z8-060I, phone (717) 787-6505. DISCOUNT: If any tax due is paid aithin three (3) calendar months after the decadent's death, a five percent (5%) discount of the tax paid is alloaad. PENALTY: Tho 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18j 1996, the first day after tho and of the tax amnesty period. INTEREST: 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 ahich became delinquent before January I, I98Z bear interest at the rate of six (6Z) percent par annum caIculatad at a daiIy rate of .000164. Al! taxes ehich became delinquent on and after January 1, 1982 wilt bear interest at a rate which wiI! vary from catandar year to caIendar year with that rate announced by the PA Department of Revenue. The applicabZa interest rates for 1982 through ZOO4 ara: Interest Daily Interest gaily Year Rate Factor Year Rate Factor Year ZOOi 1982 20Z .000548 1988-1991 llZ .000301 1983 16Z .000438 1992 9Z .000247 ZOOZ 1984 llZ .000301 1993-1994 72 .00019Z 2003 1985 132 ,000356 1995-1998 92 .000247 ZOO4 1986 lOX .000Z74 1999 72 .O0019Z 1987 92 .000247 2000 82 .OOOZ19 Interest Daily Rate Factor 92 .000Z47 62 .000164 5Z .000137 42 .000110 --Interest is calculated as folloas: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of tho assessment. If payment is made after the interest computation date shown on the Notice, additional interest must ba caIcutatad. \...L..lLLUJ<:::L.LClllU \....UUllLY Ke~lst:er VI Wl.LlS One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/06/2005 SLIKE JOHN E 2109 MARKET STREET CAMP HILL, PA 17011 RE: Estate of KASPARY CATHERINE D File Number: 2003-00603 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.1, for decedents dying on or after July 1, 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: 7/14/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~'~~J~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge (/1f In Re: Estate of KASPARY CATHERINE ORPHANS' COURT DIVISION COURT OF COMMO:\J PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00603 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: KASPARY JOHN S JR Counsel for Personal Representative: SLIKE JOHN E ESQUIRE Date of Decedent's Death: 7/14/2003 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 7/28/2006 .tJ c.,,~ LL" /) /JJd~ ~4#'~Jd;;g&.d~,/C , Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File In Re: Estate of KASP ARY CATHERINE ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COL:NTY PENNSYLVANIA NO. 2003-00603 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: KASPARY JOHN S JR Counsel for Personal Representative: SLIKE JOHN E ESQUIRE Date of Decedent's Death: 7/14/2003 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of SUC11 delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 7/28/2006 1/1 r -"'" , f . . '..,7 . ..4, $ i '-7- . .."'~ '- ... ;; fA. '. A~@A/ tia~~ /~ Ul. . .' 'i.-/ ,--"" ~ ~,. .,~r./ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Catherine D. Kaspary. Date of Death: July 14, 2003 Will No. 21-03-0603 Admin. No. 2003-00603 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes _ No L 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: October 31, 2006, after division of tangible personalty has been completed, which has been delayed by death of a beneficiary. 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_ 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 Clerk of the Orphans' Court and may be attached to this report. ~ 7t-~ ~h/DG l { Thomas E. Flower, Esquire LD. No. 83993 SAIDlS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, P A 17011 (717) 737-3405 Date: Capacity: _ Personal Representative ~ Counsel for Personal Representative ~~ \-\- -rl \- .,1 ~ !'- '-'>I. .,1 -,~ r:' . , , , , , " 'r l! .::=! :~ :I! !I :;c :;: :1& :~ , , 'I . 'I '. I,;; '. r- r- o ~ ~ rn ...n ru rn o o o o lJ rn o 1.11 o o r- :... o ',,) .,::: >,Ul l:fI:::: - ~ ~~ ,:::l :... 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CIl m. iil ~ <. c.n CD '" -< $ ~ ,.;) DO ~~ i J I I 1 SENDER: COMPLETE THIS SECTION COMPLETE THIS SECTION ON DELIVERY . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: A. Signatu~ )c--/ ". SLIKE JOHN E ESQUIRE SAIDIS SHUFF FLOWER ET AL 2109 i'.,lA?_KET STREET C/'l.HP HILL PA 17011 3. Service Type D Certified Mail D Registered D Insured Mail D Express Mail D Return Receipt for Merchandise DC.a.D. 4. Restricted Delivery? (Extra Fee) DYes 2. Article Number (Transfer from service labeV PS Form 3811, February 2004 7005 0390 0003 2638 8060 Domestic Return Receipt 102595-02-M-1540 UNITED STATES POSTAL SERVICE ;:.::;:::2. First-Class Mail Postage & Fees Paid USPS Permit No. G-10 · Sender: Please print your name, address, and ZIP+4 in this box · '''3' (-J ,.....(', ') (.J \." "" './ 11;J,vJ Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court County of Cumberland One Courthouse Square Carlisle, PAl 7013 '" , illiiililiiii!i!:iiiitliiiliilri:liit,ii:iiiiiii':ltiili~)lil Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/31/2006 SLIKE JOHN E ESQUIRE SAIDIS SHUFF FLOWER ET AL 2109 MARKET STREET CAMP HILL, PA 17011 RE: Estate of KASPARY CATHERINE D File Number: 2003-00603 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 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 lS due by: 7/14/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~ ~~~-I-..:e I ~'~~ Glenda Farner Strasbaugn Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/31/2006 KASPARY JOHN S JR 16 COLUMBIA DRIVE CAMP HILL, PA 17011 RE: Estate of KASPARY CATHERINE D File Number: 2003-00603 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 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: 7/14/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, &A?h.~u~~ Glenda Farner Strasbaugfi! Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 Date: 5/31/2006 KASPARY JOHN S JR 16 COLUMBIA DRIVE CAMP HILL, PA 17011 RE: Estate of KASPARY CATHERINE D File Number: 2003-00603 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 1, 1992, the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/14/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report I please disregard this notice. SincerelYI ~~~w.#~' Glenda Farner Strasbau~ . Clerk of the Orphans' Court cc: File Counsel Register of Wills or Cumbedand /County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Estate 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: 1. State whether administration of the estate is complete: Yes 0 No 0 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 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infonnally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of fomlal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report Date: Signature Name Address Telephone No. Capacity: 0 Personal Representative o Counsel for personal representative .. ::: Q ',J ';!; a '&e g@-s~r- ~~$~~" ~.- ~ rr~' fhb-e~~ .ij:t ~'" ::::: .'f] c ~;:::=~l- ~~"d.E-- ;: ':) ;:; to: ~ ~-s~"go ~I;;"E~?: /:J 'lJ'l ::t U ~ ~ ~ l~ 6 r~, ~~ V ;:; .... u ';;i ~ ~ {'11 o 3 o \ \"l o a: W :%: l- e o ffi (i) (i) W I-a: wC (i)Zwc (i)3:a:<c ~~~~~ g::o:: ii:w 3: <~~~~ I-Z:;:<u.. ~c~ffie uwz;::.1- u::~:%::::i~ u...:;:uWa> ~w~Q< ~~t o ~2>' ,-=0 .....- ._- '" .,-- .- .,--. II ! I .1\ "'~I\ .~. ;t IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: CATHERINE D. KASPARY Date of Death: File Number: July 14, 2003 2003-00603 PA File Number: 21-03-0603 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration ofthe above-captioned estate: 1. State whether administration ofthe estate is complete: Yes _.2L; No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N/ A. 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Comi? Yes _; Nol. b. account is: N/ A. The separate Orphans' Court No. (if any) for the personal representative's c. Did the personal representative state an account informally to the parties in interest? Yes l; No_. d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk ofthe Orphans' Court and may be attached to this report. Date: August ~:< / , 2006 .~,~. _,1-- ( John S:Kaspary, Jr. 1082 Main Street, First Floor Oberlin, PAl 7113 (717) 939-7033 '.' r:-\ t ~ / _/ CV<-'j (_/ (A Capacity: ~ Personal Representative _ Counsel for Personal Representative J