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HomeMy WebLinkAbout02-0173PETITION FOR PROBATE and GRANT OF LETTERS also known as Social Security No. 21-02-173 To: Register of Wills for the County of CUMBERLAND Commonwealth of Pennsylvania The petition of the undcrsigned respectfully represents that: Your petitioner(s), ~11o is/'are 18 years of age or older an_~tl~xecul in the last will oI the above decedent, dated )/ti,, and codicil(s) dated in the namcd _ ,19 ~'7 (stale relevan! circumstances, e.g. renunciatio(D, death of executor, etc.) .......... in /~0..W. ~a. l~4!,~ . ¢ount~ennsylvania, with Decendent was aonucne~ at oeatn -~ ~ ~ ~ ~ t ~ last famdy or principal residenc~at ~ ~ ~- 4 . ~ . ' ,, I ~$ _ ' ~,~ ~(( f~ ~ i7~ ~~L~/~. ~ ~ ~ (list streJt, number and ~uncip~lity) / Decendent, then years of age, died ~/~i at Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ -- situated as follows: WHEREFORE, petitioner(s) respectfully reflues~{_s)!he_p~o~b,a..t~e/'of the last will and codicil(s) presented herewith and the grant of letters "~-~°'2f~{/Oq~ (testamentary; admi?fi'stration c.t.a.; administration d.b.n.c.t.a.) theron. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ~s COUNTY OF CUMBERLAND The petitiouer(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer., the estate according to law. Sworn to or affirmed and subscribed 90cc.z'*../_/;, c/c~"°"~--~'~ ~ ~ before me this 13th day of ~ [~}F~[, ('~¢6t~ ~/ ~'~ FEBRU~Y .... ~002~ ~ NO. 21-02-173 Estate Of JAMES E CASSIDY , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW FEBRUARY 14 the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated.. MAY 16~ 1997 described therein be admitted to probate and filed of record as the last will of JAMES E CASSIDY and Letters TESTAMENTARY ; are hereby granted to MIRIAM C CASSIDY xt~ 200___~2, in consideration of the petition on FEES Probate, Letters, Etc .......... $ 40.0O Short Certificates( ) .......... $ 3.00 ~-pag~s 6.00 enuffmation ................ $ - JCP $ 5.00 TOTAL __ $ 54.00 Filed . .F..E.B.R.U.4.Ry..1.4,. g.0.QZ ............. ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE his is to certify that the information here given is correctly copied £rom an original certificate o£ 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 8028542 No. 21-02-173 Local Registrar JAN B 4 2002 Date 84 v,,. OECEDEHT'S USUAL OCCUPKrlON 63 Kensington Drive ~ Hill, Pa 17011 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH" VITAL RECORDS CERTIFICATE OF DEATH ISEX [ SO~,AL SECURITY NUM.E R DA1 E OF DEATH t--, Da,. '., ,. male 3. 030 -- 14 -- 3318 4. June 12,17,. Philadelphia. .,[] E.~O,,,.*,.,.~ 0o*E] [] ...,~,*..0 ~,[] F~'IER' S NAME (Fir S~. M~ La~) James Cassidy Miri~n Cassidv ~. 63 ~nsin~ton Drive ~ Hi~, Pa 17011  ~~ 1903 ~et Stroot IdElHOO Of DISPOSiTIC~I O1,,~. aam~ar~ 24,2002 OUE 113 (OR AS A COik~OUENCE OFI: I ~y, leedJ.g Io immed/e ~, Emi UNOERLYING C,~P,o~oP O c ~om4,~¥ A~ZR~ST m m U U.~ 21-02-173 I, JAMES E. CASSIDY, of the TOWNSHIP of LOWER ALLEN, COUNTY of CUMBERLAND, COMMONWEALTH of PENNSYLVANIA, being in good bodily health and of sound and disposing mind and memory, and not acting under duress, menace, fraud, or undue influence of any person whomsoever, merely calling to mind the frailty of human life, and being desirous of disposing my worldly goods while I have the strength and capacity so to do, I do make , publish and declare this my LAST WILL AND TESTAMENT. I hereby revoke, cancel and annul all my former Wills and Testaments, including codicils thereto, by me at any time made, and declare this alone to be my LAST WILL AND TESTAMENT. AS TO SUCH ESTATE AS IT HAS PLEASED GOD TO ENTRUST ME WITH IN THIS LIFETIME, I DISPOSE OF THE SAME AS FOLLOWS, VIZ: ITEM 1. I direct that my Executors hereinafter named, pay and discharge all of my just debts, funeral and testamentary expenses. ITEM 2. I order and direct that I be buried in a lot which I own situate in the Rolling Green Cemetery, Camp Hill, Pennsylvania. ITEM 3. All the rest, residue and remainder of my entire estate, wheresoever situate, and whatsoever it may consist of, I give, devise, and bequeath, absolutely, and in fee, to my dearly beloved Wife, MIRIAM C. CASSIDY, per stirpes. In the event that my dearly beloved Wife dies with me in a simultaneous disaster, or fails to survive my death by thirty (30) days, then I give, devise and bequeath my entire Estate, wheresoever it may be situate and whatsoever it may consist of, absolutely and in fee, to my dearly beloved Daughter, LISA SELLERS, per stirpes. successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ~EM_6. I direct that all estate, succession, legacy, inheritance or other transfer taxes, however designated that shall become payable by reason of my death in respect of all property comprising my gross estate for tax purposes, whether or not such property passes under this LAST WILL, shall be paid by my Executrix out of my residuary estate. I_T_F.,M_L_ I grant to my personal representatives herein named, in addition to, but not in limitation of those powers vested by law, to be exercised without prior application to or approval of any court, the power and authority to retain indefinitely any property, to invest and reinvest any assets or the proceeds derived from the sale of assets, although said investments may not be of the character prescribed by law, to sell, convey, assign, transfer and encumber any property, to pay, settle or compromise all claims, to make distribution or divisions in cash or in kind, and in general to exercise all powers in the management of any property hereunder which any individual could exercise in the management of similar property owned in his own right, and to execute and deliver any and all instruments and to do all acts which may be deemed necessary and proper. ~AMES E. CASSIDY ~ =END ACKNOW!.EDGMENT COMMONWEALTH OF PENNSYLVANIA ) ) COUNTY OF CUMBERLAND ) SS I, JAMES E. CASSIDY, the TESTATOR, 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 purpose therein expressed. Sworn to or affirmed and acknowledged./b~..~_~re me, by.~MES TESTATOR this /~ day of /,//~'~/~'x/~ 1997. J"AMES E. CASSIDY~ E. CASSIDY, the NOTARIAl'SEAL ATTORNEY JAMES M, BACH, Nota~/Public Cumberland County [ MyCom. mission Expires~ JA , ESQUIRE NOTARY PUBLIC Mechanicsburg, PA 17055 My Commission Expires: 05/13/99 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) ) COUNTY OF CUMBERLAND ) SS We, FRANCIS LAFFERTY and ESME GOODSIR, 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 the TESTATOR sign and execute the instrument as his LAST WILL; that the TESTATOR signed willingly and that he executed it as his free and voluntary act for the purpose therein expressed; that each witness in the hearing and sight of the TESTATOR signed the WILL as witnesses; and that, to the best of our knowledge, the TESTATOR was, at the time, 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and acknowledged before me,~/FRA~NCIS/LAFFERTY and ESME GOODSIR, witnesses, thist/R/ day of 5//'Oa'r~ , 1997. JAMES M. BACH ATTORNEY AND COUNSELOR AT LAW 352 SOUTH SPORTING HILL ROAD MECHANIC:$BURG, PENNA. 17055 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. -- Admin. No. To the Register: ?'flZ ~- ,/J/d, 22~t7 Er 2- J d2~9 / '7 ~ 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 t~fB, /~ ~.do2 : Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Signature ~. Name ,~:Address ~ ~! "' Telephone 'q I"~) Capacity: Personal Representative Counsel for personal representative STATUS i~,PORT UNDER K .L~LB 6.1.2. Name of Decedent: ~ Date of Death: Will No.: '?m-saant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: State whether adr~aistration of the estate is complete: 1. Yes [-] No}z~ 2. If the answer is No, state when the personal representative reasonably believes that the aam~nistration will be complete:_ ~-- [YtFb( k % If the answer to No. 1 is Yes, state the following: m Did the personal r,~resentative 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 r_,.epreseatafiv,_¢_,¢ state an account informally to the p.arties in interest? Yes ~ No I1 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orph_un.~' Court and may be attached to this report. Signature . Address T elep~n(/N~o. Capacity: ~Personal Representative J---] Counsel for personal representative JAN-88-8884 01: 55 T0:7178487797 FROM: BLUER ID6ECOMM 7178349690 Nam~ o£Decedcnt: ~ Dat~ of Death: i~ w u o.: crO .- I ? ;5 _ 'l~tsuaut to P~ 6.1:l of the Supreme Court Orphans' Court Pules, I report the completion of the administration of the above-captioned estate: 1. State whett '-2. if the au/-w that the a0, 3. Mt/ac Did th~ Yes qo~Stration of thc estate is complete: · i~ No sta~ when the person~J. ~re'pre!entative're~°nably believes.-. ' ' · ~,t,. nlstrafion will be comp · __ ' to No. 1 i.s Yes, state the following:. ,enonsl curative file a final account with the Court'? P.8 Orpha~' Court No. (if my) for the i~monat ~w's ~_~,r~s~mt~ an w~,~unt i~y to the in~.~ ?Y~s~No'[_J in'ires1 aceounfs m~ybe filed with the ulerK oZ me. ,~1~ ant nay be attached to this report, Nam~ Address CapaciEr. d?¢rsomd RcPres~ntative . [-] Co, msel for personal r~resentat~ve . Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 .,-JatktJ L (a J.;;'c( 1 / /~! / j ,').. fdi --/I df-dJ {)/-/3 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 ofthe administration of the above-captioned estate: 1. State ~~er 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 personiifpresentative file a final account with the Court? Yes 0 NOr b. The separate Orphans' Court No. (if any) for the personal representative's account is: C':' c. Did the perso~representative state an account informally to the parties in interest? Yes 1f' No 0 c. 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. - 1/. - 0/1.4 J/ r/rJ ,-'" /11 ! (r-t~ (tjrnL-e Ifl (Jtt_rj;LZ;~ J Signature - 7) I I'I/l III i It d.'t(l.. ('tlS5Id"r I Name (;3 I41rS;t1'fP1.. br. [}ul/ljJl/t/! /7(/1; v 717- &?~ C Address d~17) Telep one No. Date: C') ...,'. C"" Capacity: ~rsonal Representative o Counsel for personal representative J JRD/June 30, 1992/17858 Date: February 02, 2005 Miriam Cassidy 63 Kensington Drive Camp Hill, P A 17011 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA RE: Estate of James E. Cassidy File Number: 21-02-0173 Dear SirIMadam: 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 will become delinquent on: 01/21/2005 Your prompt attention to this matter will be appreciated. Thank you. Sincerely, ~~~H REGISTER OF WILLS cc: File Judge uA ( ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 iNOTICE OF INHERITANCE TAX APPRAI EDUCTIONS LAND ASSESSMENT LOF WTAX E OF D MIRIAM C CASSIDY 63 KENSINGTON DR CAMP HILL PA 17011 pennsylvania DEPARTMENT OF REVENUE REV-1547 EX AFP (12-10) DATE 05-09-2011 CASSIDY JAMES E ESTATE OF DATE OF DEATH 01-21-2002 FILE NUMBER 21 02-0173 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-08-2011 (See reverse side under Objections Amount Remitted MAKE REG STER OFB WI A gD REMIT PAYMENT T0: 1 COURTHOUSE SQUARE CARLISLE PA 17013 ~ RETAIN LOWER PORTION FOR_Y_O_U_R__R_E_C_O_R_D_S__________ '--'-- ALLOWANCE OR THIS LINE -"-- CUT ALONG R _ ASSESSMENT OF REV-1547 EX AFP C12-10)DISALLOWANCENOFRDEDUCTIONS AND TAX DATE: 05-09-2011 EFILE N0.:21 02-0173 ACN: 101 ESTATE OF: CASSIDY JAMES ED ( X) CHANGED SEE ATTACHED NOTICE TAX RETURN WAS: ( ) ACCEPTED AS FIL VALUE OF RETURN BASED ON: ORIGINAL RETURN .00 NOTE: T o ensure proper C1) APPRAISED 00 credit to your account, 1. Real Estate (Schedule A) C2) . submit the upper Portion 2. Stocks and Bonds (Schedule B) I3) (Schedule C) .00 of this form with Your Closely Held Stock/Partnership Interest C4) .0 0 tax pay ment. 3. s/Notes Receivable (Schedule D) .00 4. Mortgage nk Deposits/Misc. Personal Property (Schedule E) (6) B ,00 a 5. Cash/ 6. Jointly Owned Property (Schedule F) (7) .00 7. Transfers (Schedule G) C8) .00 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: (Schedule H) .00 (ioj Funeral Expenses/Adm. Costs/Misc. Expenses 9 .00 . 10. Debts/Mortgage Liabilities/Liens (Schedule I) cll) .00 , 00 11. Total Deductions X12) ,0 0 12. Net Value of Tax Return Nonelected 9113 Trusts (Schedule J) (13) ,0 0 13. Charitable/Governmental Bequests; (14) 14. Net Value of Estate Subject to Tax n l ' ' and 19 will NOTE: If an assessment was issued previ t ass re'turns f ALL ' date to essed o t 1 reflect figures that include the 00 ASSESSMENT OF TAX: .00 x 00 = c15) = . 00 15. Amount of Line 14 at Spousal rate (16) , Lineal/Class A rate 00 x 04 5 - . .00 16. Amount of Line 14 taxable at c17) D_~ X 12 00 17. Amount of Line 14 at Sibling rate Collateral/Class B rate (18) .00 X 15 = (19)= . .00 18. Amount of Line 14 taxable at 19. Principal Tax Due TAX CREDITS: DISCOUNT (+) AMOUNT P AID PAYMENT RECEIPT INTEREST/PEN PAID (-) NUMBER DATE TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN.I .00 .00 TOTAL DUE ~ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL I)UE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS. REV~1470 EX (6-88) S~. .:~; ~~ - ~,~ , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME James E Cassidy REVIEWED BY Department of Revenue INHERITANCE TAX EXPLANATION OF CHANGES File Number 2102-0173 ACN 101 ITEM EXPLANATION OF CHANGES SCHEDULE NO. Efforts to obtain an Inheritance Tax return have been exhausted for the above referenced estate. Therefore, the filing requirements have been waived. The Department however, reserves the right to assess any assets that may be recovered at a future time. Page 1