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HomeMy WebLinkAbout02-0136PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of 14elen .1. Casey No. also known as To: Social Security No. 171 - 28- 463 7 Register of Wills for the Deceased. County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), whorls/are 18 years of age or older, appk for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 135 E. North St., Borough of Carlisle (list street, number and municipality) Decendent, then 68 years of age, died January 24 , ¥~22002 , at 135 E. North St., Borough Of Carlisle Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $15,000. O0 (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: 135 E. North St,, Car.~isle - $60,000.00 1469 P~ne Rd,, Carlisle, PA - $35,000.00 Petitioners afterapropersearchh~e the ~llowingspouse(ifany) and heirs: Name Don L. Case¥ son ascertained that decedent left no will and was survived by Relationship Residence 1471 Pine Rd., Carlisle Kim L. Casey ~on 840 ~. Pitt St., Carlisle James M. Casey son 1467 Pine Rd., Carlisle THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration 'in the appropriate form to the undersigned. Don L. Casey Kim L. Casey 1/,71 P~no pd 840 M. Pitt St. C:nrl -i al o PA 1 701 3 l~arlisle. PA 17013 -¥l~mes ~r. 'case'y ~ /1467 Pine Rd. ~ Carlisle, PA 17013 / 7-9f¢- 7 ,Cleo /7- 9/- 2" OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLYANIA 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 above decedent petitioner(s) will well and truly administer the estate according to law. SS before me this ~t~ri ~. day of No. Estate of .~L~ J. CASEY , Deceased GRANT OF LETTERS OF ADMINISTRATION ? AND NOW February 7th ×~l~.2.oa~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Don L. Casey, Klm L. Casey and James M. Casey is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to Don L. Casey, Kim L. Casey and James ~. Casey in the estate of Helen J. Casey FEES Letters of Administration ..... $ 935~or3 Short Certificates(4) .......... $ 12.00 Renunciation ................ $ JCP $. 5.00 TOTAL ~ $ 252.00 Filed '. February..7.~, 20.O2A.D. l~ww ,ql-ophon R. I.qpenn IQAKq ATTORNEY (Sup. Ct. I.D. No.) 61 West Louther St., Carlisle. PA ADDRBSS 17013 (717)249-3929 PHONE CALL A~fORNEnd 249-3929 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 7913903 No. Local Registrar JAN 2 8 2002 Date H10S.I~ R~. ~1 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS '".,.~ CERTIFICATE OF DEATH " (Coroner) &NENT ~ I ~'-- 1 __ v ~ I SOCIAL SECURITY NUMBER I DBTE O~ DEATH OM0,~. Oa~ ~) ~ n=~=n ~ uasey I~.Female ],.171-28-4637 I,. January 24. 2002 .. =". , ~.' ." . ' ,, . : -' : ~ ~, .. ,~.~)~ , Occlusive Coro~isease ' ~sion, Remo~e ?0..................................................... = ~//~ ~ ~oroner ' ID~NED~.~~ Mechaniesburg, Pa. ~7050 21-2002-136 CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Helen J. Casey Date of Death: January 24, 2002 Will No.: - - Admin. No. 21-02-0136 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on February ~ ,2002: Name Address Don L. Casey Kim L. Casey James M. Casey 1471 Pine Rd., Carlisle, PA 17013 840 North Pitt St., Carlisle, PA 17013 1467 Pine Rd., Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No exceptions. Date: February ~., 2002 · Step~i~n B. Lipson, Es~- 61 West Louther St. Carlisle, PA 17013 Capacity: Counsel for personal representatives NOTICE ~?PE~TRATTA~IDN OMI~NI ICsETRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA IN RE: Estate of Helen J. Casey, deceased, Estate No. 21-02-0136 TO: Don L. Casey 1471 Pine Rd. Carlisle, PA 17013 Kim L. Casey 840 North Pitt St. Carlisle, PA 17103 James M. Casey 1467 Pine Rd. Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representatives named below: Don L. Casey, Kim L. Casey and James M. Casey The Decedent, Helen J. Casey, died on the 24t~ day of January, 2002, at 135 East North St., Carlisle, Cumberland County, Pennsylvania. The Decedent died intestate (without a Will). The personal representatives of the decedent are: Don L. Casey, 1471 Pine Rd., Carlisle, PA 17013, (717)486-8404 Kim L. Casey, 840 North Pitt St., Carlisle, PA 17013 (717)243-6503 James M. Casey, 1467 Pine Rd., Carlisle, PA 17013 (717)486-3157 If the Decedent died testate, the Will has been filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. Phone no. (717)240-6345. If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pennsylvania, 17013. Phone no. (717)240-6345. A copy of the Will or petition may be obtained by contacting the Register of Wills and paying for the charges of duplication. Date: 2/,~/02 Signature: Name: Address: Telephone: Capacity: Stephen B. Lipson 61 West Louther St. Carlisle, PA 17013 717-249-3929 Counsel for Personal Representative COMMQNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OEPT. 280601 HARRISBUFIG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) OO1O9O LIPSON STEPHEN B 5 HILLTOP DRIVE MOUNT HOLLY SPRINGS, PA 17065 ........ fold ESTATE INFORMATION: SSN: 171-28-4637 FILE NUMBER: 2102-01 36 DECEDENT NAME: CASEY HELEN J DATE OF PAYMENT: 04/19/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 01/24/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,000.00 TOTAL AMOUNT PAID: $3,000.00 REMARKS: DON CASEY C/O STEPHEN B LIPSON ESQUIRE SEAL CHECK#03433 INITIALS: JA RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS /tDMINISTP~TION PETITION FOR PROBATE and GRANT OF LETTERS C.T. Estate of Helen J. Casey also known as Social Security No. 171-28-4637 No. To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the execut the last will of the above decedent, dated September 6 and codicil(s) dated N/A named , 19 77 in Executor Marlyn E. Case¥ died January 13, 1992. Substitute executor M&T Bank, successor to Farmers Trust Co., is submitting a renunciation at the time of the filing of this petition. (State relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 135 E. North St., Borough of Carlisle (list street, number and municipality) Decedent, then 68 years of age, died January 24 ,20 02 at 135 E. North St., Borough of Carlisle 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 a victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 135 E. North St., Carlisle, PA - $60,000.00 1469 Pine Rd., Carlisle, PA - $35,000.00 $ 15,000.00 $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Administration c.t.a. thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Signature(s) and l~¢~idence(syf Petitioner(s) Don L. Casey~----~,.. ~..2..~ (.~'~r/ 1471 Pine Rd. / 840 N. Pi~ St. C~lisle, PA 17013 Jmes M. Casev C~lisle, PA 17013 1467 Pine Rd. C~lisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~ER~ ss KimL. Casey [7 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 above decedent petitioner(s) will well and truly administer the estate according to law. Sword to or affirmed and subscribed _.gt,,_ before me this :27-1-h day of September~ ' . .lX~X 2002 ~7. z?~7 /¥- /7.- el-- Fr' o.gao 17-qb rl No. 21-2002-136 Estate of Helen J. Casey ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS ADMINISTRATION C.T.A. AND NOW October 1st, 20 02 , 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 September 6, 1977 described therein be admitted to probate and filed of record as the last will of Helen J. Casey and Letters are hereby granted to Don L. Casey, Kim L. Casey and James M. Casey FEES Revoked Letters Probate, Letters, Etc ................ $ 25.00 Short Certificates ( ) ................ $ -0- Renunciation .... .1. .................. $ 5.00 x-Pages (2) $ 6.00 JCP No Charge -0- TOTAL $ 36.00 Filed ................... '~ . ..... ' -'l}.egister of Wills - / - Donna M. Otto, 1st Deputy Stephen B. Lipson 19453 ATTORNEY (Sup. Ct. I.D. No.) 61 W. Louther St., Carlisle, PA 17013 ADDRESS 249-3929 PHONE Call Attorney first, then put letters in Prothonotary 10/1/02 RENUNCIATION 21-2002-136 In Re Estate of Helen J. Casey deceased. To the Register of Wills of Climber] and County, Pennsylvania. The undersigned M r~ T Bank: ~qnh~n~ ~.Y~]]]-~r of thc above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters be issuedto Dc~n_ r._ C'n~y;. l~m T.: C'n~c~y aDC] ._-tomes M_ Casey WITNESS my hand this [~ day of ~Z~'~/~Lt4,A~ ~002 - (Signature) Jane F. Burke, Vice-President, M & T Bank, successor to Farmers (Address) Trust Co. 1415 Ritner Hwy. (Signature) Carlisle, PA 17013 (Address) (Signature) (Address) LAST WILL AND TESTAMENT OF HELEN J. CASEY 21-2d~2'Z3~ I, HELEN J. CASEY, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: 1. I hereby expressly revoke all Wills and Codicils hereto- fore made by me. 2. I hereby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. 3. Should my husband, Marlyn E. Casey, survive me for a period of thirty days following my death, I devise and bequeath the remainder of my estate to Marlyn E. Casey. 4. Should my husband, Marlyn E. Casey, predecease me or die on or before the thirtieth day following my death, I devise and bequeath the remainder of my estate to my issue living on the thirty-first day following my death, per stirpes. I direct that my Executor shall distribute as much of my estate in kind, particularly any gun collection inherited from my husband, as possible. 5. I nominate and appoint my brother and his wife, Herman F. Spitz and Shelba J. Spitz, or the survivor of them, as guardians of the person of any of my minor children, in the event my said husband does not survive me. 6. I nominate and appoint Farmers Trust Company, Carlisle, Pennsylvania, Trustee of the share of any beneficiary who may be a minor. The income and/or principal of said trust may be accumulated or expended for the maintenance, education and support of such beneficiary as my Trustee in its sole discretion may determine; and my Trustee, in the expenditure of income and/or principal for such purposes, may, at its discretion, apply the "same directly without the intervention of a guardian or pay the same to any person having the care or control of said beneficiary or with whom the beneficiary resides, without duty on the part of the Trustee to supervise or inquire into the application of the funds by any person to whom any payment is so made. The balance of such income and/or principal shall be paid to such beneficiary upon reaching majority or to such beneficiary's estate in the event of death prior thereto. 7. I nominate and appoint my husband, Marlyn E. Casey, as (Executor of this my Last Will and Testament; and as substitute Executor I nominate and appoint Farmers Trust Company, Carlisle, ~~Pennsylvania. 8. I direct that my personal representative and Trustee, as well as their successors, shall not be required to file bond or security in any jurisdiction. IN WITNESS WHEREOFt I have hereunto set my hand and seal this ~ ~~ day of September, 1977. •~ (SEAL) Helen J Casey WITNESS: .--- ~~ 1~.. ~ ~~~~ r _ a _ COMMONWEALTH OF PENNSYLVANIA . SS. COUNTY OF CUMBERLAND I~ HELEN J. CASEY, Testatrix, whose name is signed to the' attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by Helen J. Casey, Testatrix, this L`~~ day of September, 1977 `1 ~~ `~. -~'^--' Testatri _, _ ~ ' --- ~ -.~3E..f4 ~.~~ ~.,' <- ~~~' ~~ - ~, _ ~79 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND . We, Roger M. Morgenthal and Bonnie W. Brough, the witnesses whose names are signed to the attached or foregoing instrument, 'being duly qualified according to law, do depose and say that we were present and saw Testatrix, Helen J. Casey, sign and execute the instrument as her Last Will; that she signed willingly and that 'she executed it as her free and voluntary act for the purposes therein expressed; that both of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of .our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Roger M. Morgenthal and Bonnie W. Brough, witnesses, this ~~,.~ day of September, 1977. ~~~ ~f~I ' Witness ~~ Witness ti __ - ,., --' ~ ~ ~_ -- r _~ ~ ~ . _. ~~~ f y, - 3 - Helen J. Casey ' Deceased ' Register of Wills Cumberland County Pennsylvania Estate No. 21-2002-0136 ORDER TO REVOKE LETERS OF ADMINISTRATION AND NOW, this 1st day of October 2002, Letters of Administration dated February 7th, 2002 and issued to Don L. Casey, Kim L. Casey and James M. Casey as administrators for the Estate of Helen J. Casey, Late of Carlisle Borough, Cumberland County, deceased, are hereby revoked. A will has been found and admitted for Probate and new Letters Administration C.T.A. are being issued to Don L. Casey, Kim L. Casey and James M. Casey. ~;nna M. Otto, i~t DePUty ..... ~ Register of Wills REV-1500 EX COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER NUMBER COUNTY CODE YEAR DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Y H E/_.-£w ,..77 /7/ - - Z UJ DATE Of DEATH (MM-DD-YEAR) -") DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ILl / -- ~ ~ -- (~ c~ ///-- O'-'- ~,~-.~ REGISTER OF WILLS LEI SOCIAL SECURITY NUMBER I- Z Z o UJ o (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [~1. Original Return ~--~4. Limited Estate J~6. Decedent Died Testate (Attach copy of Will) r~9. Litigation Proceeds Received F-~2. Supplemental Return F-~ 4a. Future Interest Compromise (date of death after 12-12~2) F~7. Decedent Maintained a Living Trust (A~ch copy of Trust) ~---~ 10. Spousal Poverty Credit (date of death belween 12-31-91 and 1-1-95) r~3. Remainder Return (date of death prior to 12-13-82) [~5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes ~--~ 11. Election to tax under Sec. 9113(A) (Attach Sch O) NAME ~ / / FIRM NAME (If Appli~ble) COMPLETE MAILING ADDRESS 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closety 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) --]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) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. _.pFFICIAL USE ONLY ?/7 2', 7'7' Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (11) ~' ~:~) ¢o ~--~ (13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 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 x .o_ (15) x .0 ,('/~--~ (16) x .12 (17) x .15 (18) (19) 20. [] zffi~ ~m m m m m Z ~ Z ~ REV. I$O~ EX+ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or Type FILE NUMBER (All prG~,e~ ITEM NUMBER /, jointly-owned with the Right of Survivorship must be disclosed on Schedule F) DESCRIPTION VALUE AT DATE OF DEATH If. ce. ~/.:--m__. O er X/ /~'/-//~,//,/~'~ TOTAL (Also enter on line 5, Recapitulation (Attach additional 8i,~" x 11' sheets if more space is needed.) s I?..<->m, 7~ REV-1510 EX+ (2-87) ~ ~. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE ESTATE OF FILE NUMBER THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. EXCLUSION ITEM J DESCRIPTION OF PROPERTY Include nome of the transferee, their relationship to decedent, date of transfer. TOTAL VALUE OF ASSET DECD. % INT. TOTAL (Also enter on line 7, Recapitulation) (If more space is needed, insert additional sheets of same size.) DOLLAR VALUE OF DECEDENT'S INTEREST COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ITEM NUMBER ke C. 1. 2. 3. 4. 5. 6. 7. 8. SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Type FILE NUMBER DESCRIPTION Funeral Expenses: Administrative Costs: Personal Representative Commissions /~ C - Social Security Number of Personal Representative: Year Commissions paid Attorney Fees Family Exemption Claimant Address of Claimant at decedent's death Street Address Relationship AMOUNT City State __ Zip Code Probate Fees/~ .... / ~ .~- / Miscelloneous Expenses: TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of same size.) s 7/77. REV 1512 EX * (1 97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION ~ AMOUNT TOTAL (Also enter on line 10, Recapitulation) (if more space is needed, inser[ additional sheets of the same size) REV-1513 EX+ (2~87) COMMONWEALTH OF P~NNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER ITEM AMOUNT OR NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP SHARE OF ESTATE A. Taxable Bequests: I ?1 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ (If more space is needed, insert additional sheets of same size) LAST WILL AND TESTAMENT OF HELEN J. CASEY I, BELEN J. CASEY, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: 1. I hereby expressly revoke all Wills and Codicils hereto- fore made by me. 2. I hereby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. 3. Should my husband, Marlyn E. Casey, survive me for a period of thirty days following my death, I devise and bequeath the remainder of my estate to Marlyn E. Casey. 4. Should my husband, Marlyn E. Casey, predecease me or die ~ on or before the thirtieth day following my death, I devise and bequeath the remainder of my estate to my issue living on the thirty-first day following my death, per stirpes I direct that - my Executor shall distribute as much of my estate in kind, particularly any gun collection inherited from my husband, as possible. 5. I nominate and appoint my brother and his wife, Herman F. Spitz and Shelba J. Spitz, or the survivor of them, as guardians of the person of any of my minor children, in the event my said husband does not survive me. 6. I nominate and appoint Farmers Trust Company, Carlisle, Pennsylvania, Trustee of the share of any beneficiary who may be a minor. The income and/or principal of said trust may be accumulated or expended for the maintenance, education and support of such beneficiary as my Trustee in its sole discretion may determine~ and my Trustee, in the expenditure of income and/or principal for such purposes, may, at its discretion, apply the same directly without the intervention of a guardian or pay the same to any person having the care or control of said beneficiary or with whom the beneficiary resides, without duty on the part of the Trustee to supervise or inquire into the application of the funds by any ~erson to whom any payment is so made. The balance of such income and/or principal shall be paid to such beneficiary upon reaching majority or to such beneficiary's estate in the event of death prior thereto. 7. I nominate and appoint my husband, Marlyn E. Casey, as Executor of this my Last Will and Testament: and as substitute ~Executor I nominate and appoint Farmers Trust Company, Carlisle, .iPennsylvania- 8. I direct that my personal representative and Trustee, as well as their successors, shall not be required to file bond or security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of September, 1977. (SEAL) COMMONWEALTH OF PENNSYLVANIA : · SS COUNTY OF CUMBE~ : I, HELEN J. CASEY, Testatrix, whose name is signed to the' attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and. executed the instrument as my Last Will: that I signed it willingly: and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by Helen J. Casey, Testatrix, this ~.~ day of September, 1977. JANIC~iE. HERTZLER, NOTARY PUBLIC Cumberl-snd County Csrlisle, Pa, My Co~rmssion Expires January 27, 1979 Tes tatr%~ JANICE E. Cumberh My Commis COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : We, Roger M. Morgenthal and Bonnie W. Brough, the witnesses whose names are signed to the attached or foregoing instrument, 'being duly qualified according to law, do depose and say that we were present and saw Testatrix, Helen J. Casey, sign and execute the instrument as her Last Will~ that she signed willingly and th~ she executed it as her free and voluntary act for the purposes therein expressed~ that both of us in the hearing and sight of the Testatrix signed the Will as witnesses~ and that to the best our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Roger M. Morgenthal and Bonnie W. Brough, witnesses this ~ day of September, 1977. ' Witness IERTZLER, NOTARY PUBLIC ~d County Carlisle, Pa. ;ion Expires January 27, 1979 - 3 - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2806O1 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(I 1-96) CD 00176O STEPHEN B LIPSON ESQUIRE 5 HILLTOP DRIVE MT HOLLY SPRINGS, PA 17065-18 ........ fold ESTATE INFORMATION: SSN: 171-28-4637 FILE NUMBER: 2102-0136 DECEDENT NAME: CASEY HELEN J DATE OF PAYMENT: 10/22/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/24/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 92,274.45 REMARKS: TOTAL AMOUNT PAID: DON L CASEY C/O STEPHEN B LIPSON ESQUIRE 92,274.45 SEAL CHECK# 102 INITIALS: SK RECEIVED BY: MARY C. LEWIS 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 001939 LIPSON STEPHEN B ESQUIRE 61 W LOUTHER STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 171-28-4637 FILE NUMBER: 2102-01 36 DECEDENT NAME: CASEY HELEN J DATE OF PAYMENT: 12/12/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/24/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $11.37 REMARKS: TOTAL AMOUNT PAID' STEPHEN B LIPSON ESQUIRE $11.37 SEAL CHECK# 2436 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS I?- Vo -? BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRTSBURG, PA 17128-0601 COHNONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX REV-l;47 EX &FP ¢;1-D2) STEPHEN B LIPSON 61W LOUTHER ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUHBER ~COUNTY ACN 12-10-2002 CASEY 01-24-2002 21 02-0136 CUHBERLAND 101 Aeoun.t Raei.t.ted HELEN d HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS L/NE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-02} NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF CASEY HELEN J FILE NO. 21 02-0156 ACN 101 DATE 12-10-Z002 TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a.te (Schedule A) (1) 2. S.tocks end Bonds (Schedule B) (2) 3. Closely Held S.tock/Par.tnership Zn.teres~ (Schedule C) (3) ~. Nor.tgages/No.tes Receivable (Schedule D) 5. Cash/Bank Daposi.ts/Nisc. Personal Proper~y (Schedule E) (E) 6. Join.tly Owned Proper.ty (Schedule F) (6) 7. Transfers (Schedule O) (7) 8. To.tel APPROVED DEDUCTIONS AND EXEHPTTONS: 9. Funeral Expenses/Ada. Cos.ts/Nisc. Expenses (Schedule H) (9) 10. Deb.ts/Nor.tgage Liabili.tias/Liens (Schedule Z] (10) 11. To.tel Daduc.tions 12. Ne.t Value of Tax Re.turn 113/000.00 .00 .00 .00 17~525.75 .00 250.00 (8) 9,177.99 626.91 (11) (12) NOTE: To insure proper cred/.t .to your accoun.t, sube/.t .the upper por.tion of ~his form wi.th your ~ax payeen.t. 130,773.73 9.80~.90 120,968.85 13. 1~. NOTE: Chari.table/Governeen.tal Beques.ts; Non-elec.ted 9113 Trusts (Schedule J) (13) Ne.t VaXua of Es.ta.te Sub~ec.t 'to Tax (1~) Zf an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, reflect flgures that lnclude the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Aeoun.t of Line 1~ a.t Spouse/ ra~e (15) . O0 X O0 = 16. Aeoun.t of L/ne 1~ .taxable a.t L/neaX/Cless A ra.te (16) 120,968.86 X 045 = 17. Aeoun.t of Line l~t a.t S/bling ra.te (17) . O0 X 12 = 18. Aeoun* of Line lq .taxabXe a.t Colla.teral/Class B ra.te (18) .00 X 15 = 19. Principal Tax Due (19)= TAX CREDITS: PAYHENT | RECEIP1 DISCOUNT (+) DATE I NUHBER INTEREST/PEN PAID (-) ANOUNT PAID 04-19-2002 CDO01090 157.89 10-22-2002 CD001760 . O0 INTEREST IS CHARGED THROUGH 12-25-2002 TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUEl REVERSE SIDE OF THTS FORH INTEREST AND PEN. I TOTAL DUE ~ ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST. .00 120,968.83 18 and 19 will .00 5,445.60 .00 .00 5,445.60 5,432.34 11.26 .11 11.37 3,000.00 2,274.45 ( ZF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 198Z -- if any futura interest in the estate is transferred in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coamonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the taafu! Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Zl~O af the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit aith your payment to the Register of #ills printed on the reverse side. --Make check or money order payable to: REG/STER 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-1313). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special lq-hour ansaering service for forms ordering: 1-800-36Z-ZOSO; services for taxpayers aith special hearing and / or speaking needs: 1-800-~q7-30ZO [TT only). Any party in interest not satisfied aith the appraisement, alloaance, or disallowance of deductions, or assessment of tax ¢including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --aritten protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 171ZS-lOZ1, 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 ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6S05. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decadent's death, a five percent (SI) discount of the tax paid is alloaed. The lex tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and net paid before January IB, 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 mould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became deIinquent before January l, 198Z bear interest at the rate of six (SI) percent per annum calculated at a daily rate of .00016q. Ail taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO2 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 ZOZ .O00S~8 1992 92 .OOOZq7 1983 16Z .000~38 1993-1994 7Z .000192 198~ llX .000301 1995-1998 9Z .0002fi7 1985 13Z .000356 1999 7Z .00019Z 1986 IOZ .OOOZ7~ ZOOO 8Z .000Z19 1987 9Z .O00Z~7 2001 9Z .O00Z~7 1988-1991 llZ .000301 200Z 62 .00016~ --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAXLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) 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. REV-1470 EX (6-88)  INHERITANCE TAX COMMONWEALTH OF PENNSYLVANIA EXPLANATION DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OF CHANGES DEPT. 280601 HARRISBURGl PA 17128-0601 DECEDENTS NAME Helen J. Casey FILE NUMBER 2102-0136 REVIEVVED BY Sheila Megonnell ACN 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES G IRA's are fully taxable with no exclusions. ROW Page 1 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Will No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the admioistration of the above-captioned estate: 1. State whether administration of the estate is complete: 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: Did the personal representative file a final account with the Court? Yes _ No b. The sepazate Orphans' Court No. (if any) for the personal representative's account is: ,O, ~j c. Did the personal representative state an account informally to the parties in interest? Yes ~ No Date: Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to this report. Signature Name Address Telephone No. Capacity: [-] Personal Representative ~r-Counsel for personal representative ~/ BUREAU OF ZNDZVZDUAL TAXES I*NHERTTANCE TAX DTVZSTON DEPT. 280601 HARRISBURG,, PA 17118-0601 STEPHEN B LZPSON 61N LOUTHER ST CARLISLE PA 171015 COHHONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEMENT OF ACCOUNT DATE 01-21-2005 ESTATE OF CASEY DATE OF DEATH 01-2q-2002 FILE NUHBER 11 02-0156 · ~COUNTY CUMBERLAND ACN 101 Amount Remitted REV-I~O? EX AFP HELEN HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit to your account, submit the upper port/on of this form frith your tax payment. CUT ALONG THIS LINE ~* RETAIN LONER PORT]:ON FOR YOUR RECORDS ~.~ REV-1607 EX AFP (01-03) ~ ZNHERTTANCE TAX STATEHENT OF ACCOUNT ESTATE OF CASEY HELEN J F'rLE NO. ZZ 02-0156 ACN 101 DATE 01-Z1-ZO0$ TH'rS STATEHENT 'rS PROV'rDED TO ADV'rSE OF THE CURRENT STATUS OF THE STATED ACN ]'N THE NAMED ESTATE. SHONN BELON 1S A SUMMARY OF THE PR/NCZPAL TAX DUE, APPL.rCAT.rON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, 'rF APPL/CABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 12-10-2002 PRINCIPAL TAX DUE: PAYMENTS 5,q~$.60 (TAX CREDITS): PAYMENT DATE 0q-19-2002 10-22-2002 12-12-2002 RECEIPT NUMBER CDO01090 CD001760 CD001959 ZF PAID AFTER THZS DATE, SEE REVERSE SZDE FOR CALCULATZON OF ADDZTZONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CRED.rT" (CR), DISCOUNT (+) INTEREST/PEN PAID (- 157.89 .00 .09- ) AMOUNT PAID $,000.00 2,27q.q5 11.57 TOTAL TAX CREDZT BALANCE OF TAX DUE ZNTEREST AND PEN. 5,qq$.62 .02CR .00 TOTAL DUE .02CR YOU MAY BE DUE A REFUND. SEE REVERSE S.rDE OF TH/S FORM FOR TNSTRUCTI'ONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- [f RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR3: REPLY TO: DZSCOUNT: PENALTY: A refund of a tax credit, which was not requested on the Tax Return, may bm requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of the Register of Hills, any of the 25 Revenue District Offices or from the Department's AG-hour answering service for forms ordering: 1-eOO-56Z-Z050; services for taxpayers with special hearing and / or speaking needs: I-eOO-667-50ZO (TT only}. Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZeO60I, Harrisburg, PA 17128-0601, phone (717) 787-6808. If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SI) discount of tho tax paid is allowed. The lex tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January i8, 1996, the first day after the end 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 1, 198Z bear interest at the rate of six (GZ) percent per annum calculated at a daily rate of .000166. A11 taxes which became delinquent on and after January 1, 198Z will bear interest at a rate mhich will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The appllcable interest rates for 198Z through ZOO5 are: Interest Daily interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20Z .000568 1987 92 .000Z67 1999 7Z .00019Z 1985 lGZ .000658 1988-1991 llZ .000501 ZOO0 82 .O00Z19 1986 llZ .000501 199Z 92 .000267 ZOOl 92 .O00267 1985 15Z .000556 1995-1996 7Z .00019Z ZOO2 6Z .000166 1986 102 .000Z76 1995-1998 92 .000267 2003 52 .000157 --Interest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPAZD X NUI'IBER OF DAYS DELZNQUENT X DAZLY ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. If payment is made after tho interest computation date sbo~n on the Notice, additional interest must be calculated. mO cO m m m m ~ o o ~ Z ~ Z ~ -- ~ ~ GEORGE L. EBENER & ASSOCIATES REALTORS Resldon(lal, Commercial & Farms Appraisals · Sale, · Renlals 139 we~t High ${reeL Cnntslo. PA 17013-2991 Phone (717) 243-6195 - Fax (717) 24S-O69g April 19, 2002 To Whom It Iv'my Concern: The 18a' of April, 2002 1 completed a walk thru inspection of the cabin at 1473 Pine Road, Carlisle, PA 17013. The purpose of the inspection is to determine thc value of the cabin for the estate of Helen Casey. Througl~ the market analysis process I have determined the value of the property to be SLxty Thousand Dollars ($60,000.00.) I do not have -any interest m the property except to determine the market value. GF/mac ftflflrL~TI ~o~