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Home My WebLink About02-0885 PETITION FOR PROBATE and GRANT OF LETTERS Estate of HELEN F. CODAN also known as No. 21-02-885 To: Register of Wills for the Deceased. County of Cumberland in Social Security No. 160 -12-7 4 7 7 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut r ix in the last will of the above decedent, dated March 14 and codicil(s) dated the named ,xW~ (state relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland h er last family or principal residence at 1507 Fisher Road, Cumberland Countv. Pennsvlvania (list street, number and muncipality) County, Pennsylvania, with Monroe TownshiD, Decendent, then 82 years of age, died September 19 ,JI:!l: 2002 , at 1507 Fisher Road. Monroe Township. Cllmbp-rl.:'lnn C(mnt-y ppnn~yl ,,;:!on;;:a 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 fo _ probate; was not the victim of a killing and was never adjudicated incompetent: /70 icns.-' 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: 30,000.00 $ $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c.La.; administration d.b.n.c.l.a.) ,,- u = u :g3 U" '"u = -00 c';: <.'!:l";: 3~ u~ 50 ;;; = ~ Vi ~~a4-4~~ 37 Cumberland Drive Mechanicsburg, PA 17055 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I ss COUNTY OF CUMBERLAND J The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the ahove decedent petitioner(s) will well and truly administer the estate according to law. ~ AL3~AAC;;:O Cynthla A. errlan Sworn to or affirmed and subscribed { before me this 1st dayouf ~CTOBER ~~2b '2 ?2"//77(Y~~~ /-?- 91- /0 VJ QQ' " '" - s: ~ ~ No. 21-02-885 Estate of HELEN F. CODAN , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOBER 1 xl9 200~ 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 March 14, 2000 Helen F. Codan described therein be admitted to probate and filed of record as the last will of and Letters Testamentary are hereby granted to Cynthia A. Berrian A~A / /77 CJ;t:Xv Register of Wills ~ ~2.n,</, ,/2aJ /Lv ~ FEES Probate, Letters, Etc. ......... Short Certificates( }.......... j{~li\1'IM:tion ................ JCP $ $ $ $ 5.00 TOTAL ~ $ 80.00 . . . . . . .Qq9.~EJ!.. .1,. . 299~ . . . . . . . . . . 60.00 3.00 12.00 Marlin R. McCaleb (#06353) ATTORNEY (Sup. Ct. J.D. No.) 219 East Main Street Mechanicsburg, PA 17055 ADDRESS (717) 691-7770 Filed PHONE e, C'02/ C2z;cv~ I~ ~~ 21-02-885 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS EMILY A. JOERG ~~il< (ea~ a subscribing witness to the will presented herewith, (lIata) being duly qualified according to law, depose(s) and say(s) that I was present and saw Helen F. Codan the testat r iv, sign the same and that T signed as a witness at the request of testatrix in her presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). c:,~ a. b;r Emily A. JO{rfa'fue( 219 East Main Street Mceh3nicebur~. p~ 17955 (Address) Sworn to or affirmed and subscribed before me this ~?o'fL day of ;1!!;:r~~ ~Pi!LlQQ 2 if ~$~Jt/d \ 1Jota::al 3831 - Marlin R. McCaleb, Notary Pubiic I Mechanicsburg Boro, ~umberlandl C~llnty Mv CommissIon E~(plres D:C. 1.::, LQO_2 ~---'~--'---7,:;;G0;:~-'- ,'T, ot ~\l!~lanl::3 (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil will testat_ of (one of the subscribing witnesses to) the that presented herewith and codicil believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Register (Name) (Address) 21-02-885 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS MARLIN R. McCALEB k~) a subscribing witness to theiWpresented herewith, (~~ being duly qualified according to law, depose(s) and say(s) that I wa S present and saw Helen F. Codan the testae;: ix, sign the same and that I signed as a witness at the request of testat r i x in h er presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). ~ Q ~ /fl Sworn to or affirmed and subscribed before ~i1f~7('. ~~ me this 1st day of Marlin R. A!h<lfi<e~eb 219 East Ma~n Street OCTOBER XX9\: 2002 Mprh"nir"'hllrg PII 170SS ~/.ff") /7) (JBj) / AJ/, .!f)~J// '-"'( (Address) ~.h-e-J ~ Registe (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil will testat_ of (one of the subscribing witnesses to) the that presented herewith and codicil believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Register (Name) (Address) , \ , - " " , , , \ LAW OFFICES V1ARLlN R. McCALEB oJ/- CJ.:2- g~ LAST WILL AND TESTAMENT I, HELEN F. CODAN, of the Township of Monroe, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind, memory '. '~ and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former Wills and Codicils by me at any time heretofore made. ) FIRST. I order and direct that all my just debts and funeral expenses be " paid by my Executrix, hereinafter named, as soon as conveniently may be done , after my decease. SECOND. I give and bequeath my automobiles and personal effects and such household goods, furniture and furnishings as may be my individual property and not the property of my husband, or owned jointly by me with him, and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto my daughter, CYNTHIA A. BERRIAN, if she survives me. THIRD. If my husband, PETER CODAN, survives me, then and in that event I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, unto my daughter, CYNTHIA A. BERRIAN, IN TRUST NEVERTHELESS, to hold, manage, invest and reinvest the same and the income therefrom and to use and apply as much of the >: " \; .'~! , , il) " LAW OFFICE~ ...1ARLlN R. McCALEB principal and income therefrom as my Trustee, in the exercise of her sole and absolute discretion, may deem appropriate for the comfortable support, care and maintenance of my husband, PETER CODAN, for and during the term of his natural life; and upon the death of my husband, this Trust shall terminate and my Trustee shall pay over and distribute the remaining balance of principal and income, if any, thereof unto my daughter, CYNTHIA A. BERRIAN, absolutely and in fee simple; provided, however, that if my daughter is not then living, then the same shall be paid over and distributed unto her then-living issue per stirpes, said issue to take the ancestor's share by representation and not per capita. .~ My Trustee shall hold all income and principal from any Trust herein free from all claims, attachments, judgments, executions and liens of every kind and nature by creditors of any beneficiary and no beneficiary shall have any power to anticipate, assign, alienate, pledge, charge or encumber the income or principal of any Trust herein. FOURTH. If my husband, PETER CODAN, shall not survive me, then and in that event I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, unto my daughter, CYNTHiA A. BERRiAN, absoiuteiy and in fee simple. FIFTH. In addition to any other powers conferred by law, my Trustee herein is hereby expressly authorized and empowered at all times, in her sole and absolute discretion: -2- A. To purchase, invest in or otherwise acquire and to retain, whether originally a part of the Trust estate or sUbsequently acquired, any and all stocks, bonds, notes or other securities, or any variety of real or personal property, including stocks or interest in investment trusts and common trust funds maintained by any bank, or interest-bearing accounts in or certificates issued by any bank, as she may deem advisable without being limited by \. '. any statute or rule of law prescribing or relating to legal investments by II' trustees; and to hold or retain cash or readily marketable securities of little or no yield for such periods as she may deem advisable. The investments ''.', need not be diversified and may be made or retained with a view to a '" possible increase in value. B. To sell at public or private sale, pledge, mortgage, lease, transfer, exchange, convert or otherwise dispose of, or grant options with respect to, any and all property at any time forming a part of the Trust estate, in such manner, at such time or times, for such purposes, for such prices and upon such terms, credits and conditions as she may deem advisable, including the right to lease such property for periods of time which may extend beyond the termination of this Trust. C. To allocate receipts and expenses to principal or income, or partly to each, as she may from time to time deem proper in her sole and absolute discretion. LAW OFFICES IIARUN R. McCALEB -3- D. To employ accountants, agents, attorneys, investment counselor brokers to perform services for and at the expense of the Trust hereunder for which such services are performed and to carry or register investments in the name of the nominee of such agent or broker. The expenses and charges for such services shall be charged against principal or income or partly against each, as my Trustee may determine. My Trustee is expressly relieved from any liability or responsibility whatsoever for any act or failure to act by, or for following the advice of, such accountants, agents, attorneys, investment counselor brokers so long as my Trustee exercises due care in their selection. LASTLY. I nominate, constitute and appoint my daughter, CYNTHIA A. BERRIAN, Executrix of this, my Last Will and Testament, to serve without bond in this or any other jurisdiction. IN WITNESS WHEREOF, I, HELEN F. CODAN, have hereunto set my hand and seal to this, my Last Will and Testament which consists of five (5) typewritten pages to each of which I have affixed my signature this / ~/ day of ~- ,: /< r? / ~,I'Z , A.D., Two Thousand (2000). / /" .-'.' / /c' L "n"/ i 1./ i-/ 7f....-/ (SEAL) The preceding instrument, consisting of this and four (4) other typewritten page, each identified by the signature of the Testatrix, was on the date thereof LAW OFFICES v1ARLlN R. McCALEB -4 - " " , '\~ , , It -..,;; "- ," " LAW OFFICES ..-1ARUN R. McCALEB signed, sealed, published and declared by HELEN F, CODAN, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at this request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto, \ , ~ ;;:;;~/2~ ~ c/E- rJ- ~ -5- Irf CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Helen F. Codan Date of Death: September 19, 2002 will No. 21-02-0885 To the Register: I certify that notice of beneficial interest and estate administration required by Rule 5.6(a) of the Orphans' Court Rules was personally served on the following beneficiary of the above-captioned estate on October 4, 2002. Name Address Cynthia A. Berrian 37 Cumberland Drive Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: October 4, 2002 ~~<<~2~~ Marlin R. McCaleb Attorney I.D. No. 06353 219 East Main Street P.O. Box 230 Mechanicsburg, PA 17055 (717) 691-7770 FAX: (717) 691-7772 Counsel for Personal Representative LAW OfTICLc; VlAHLlN R. McCALEB COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280501 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MC ClAEB MARLIN R 219 E MAIN STREET MECHANICSBURG, PA 17055 _nu___ fold ESTATE INFORMATION: SSN: 160-12-7477 FILE NUMBER: 2102-0885 DECEDENT NAME: CODAN HELEN F DATE OF PAYMENT: 12/18/2002 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 09/19/2002 NO. CD 001967 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $5,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: MARLIN R MCCALEB ESQUIRE CHECK#1008 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $5,000.00 DONNA M. OTTO DEPUTY REGISTER OF WillS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MC ClAEB MARLIN R ESQUIRE 219 E MAIN STREET MECHANICSBURG, PA 17055 nn____ fold EST A TE INFORMATION: SSN: 160-12-7477 FILE NUMBER: 2102-0885 DECEDENT NAME: CODAN HELEN F DATE OF PAYMENT: 01/03/2003 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 09/19/2002 NO. CD 002013 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,555.68 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CYNTHIA A BERRIAN CIO MARLIN R MC ClAEB ESQUIRE CHECK# 1012 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS ---- $1,555.68 DONNA M. OTTO DEPUTY REGISTER OF WillS Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Helen F. Codan No. 21-02-0885 also known as Date of Death 09/19/2002 , Deceased Social Security No. 160-12-7477 Personal Representative(s) of the above Estate, deceased, verifies (verify) that the terms appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. Il\Ne verify that the statements made in this Inventory are true and correct. Il\Ne understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to unsworn falsification to authorities. I.D. No.: 06353 Personal Representative /l. ~; Signature: ~ A~ Cynthia A. Berrian Name of Attorney: Marlin R. McCaleb, Esquire Signature: Address: 219 East Main Street Address: 37 Cumberland Drive Mechanicsburg, PA 17055 Mechanicsburg, PA 17055 Teiephone: 717/691-7770 Telephone: 717/697-1481 Dated: --.J -3-05 Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total 17,015.73 Note: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Estate of: Date of Death: County: INVENTORY Helen F. Codan 09/19/2002 Cumberland CASH: Checking Acct. #50-0381-7756, PNC Bank - principal balance as of 0.0.0.: $11,284.87; interest accrued to 0.0.0.: $0.34. 11,285.21 -------------- PERSONAL PROPERTY: ------------------ 3,000.00 1993 Ford Tempo automobile, sedan. Comcast Financial Agency Corp. - refund of cable TV rental. Household goods, contents, furniture and furnishings. Penn Treaty Network America Ins. Co. - refund of unused premium. 11.42 2,641.75 77 .35 -------------- TOTAL RECEIPTS OF PRINCIPAL............... -1- 11,285.21 5,730.52 ---------------- 17,015.73 ----~----------- ---------------- ...._",.~ .. \ 1'/-9/-/0 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX MARLIN R MCCALEB M R MCCALEB LAW OFFCS PO BOX 230 MECHANICSBURG PA 17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-10-2003 CODAN 09-19-2002 21 02-0885 CUMBERLAND 101 '* .EV-15~7 EX AFP (01-OS) HELEN F Allount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE __ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R"EV=is4TEX--AFP--foFiiirNOY-iCniF-YNHE'ifi'rilifcrfA"x-il-PPRilYSEiiENT~--ALi-owiliicE-'i'-R----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CODAN HELEN F FILE NO. 21 02-0885 ACN 101 DATE 03-10-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate lIB) 19. Principal Tax Due .00 X 00 = .00 151,529.79 X 045 = 6,818.84 .00 X 12 = .00 .00 X 15 = .00 (19)= 6,818.84 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. stocks and Bonds (Schedule BJ 3. Closely Held stock/Partnership Interest {Schedule Cl 4. Mortgages/Notes Receivable {Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schedule GJ 8. Total Assets (1) [2) (3) (4) (5) [6) (7) .00 .00 .00 .00 17.015.73 .00 147.000.00 [8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax [9) 110l 12,005.14 480.80 (11) (12) [13) (14) NOTE: To insure proper credit to your account I submit the upper portion of this form with your tax payment. 164,015.73 1?4R~ 94 151, 529.79 .00 151, 529.79 TAX CREDITS: 'N'ijHB'j;~ " ,+, AHOUNT PAID DATE INTEREST/PEN PAID (-) 12-18-2002 CDOO1967 263.16 5,000.00 01-03-2003 CD002013 .00 1,555.68 TOTAL TAX CREDIT 6,818.84 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREOn" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) REV.1500EXI~-{)OJ C/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 OFFICIAL USE ONLY 1:::3l- / ~ FILE NUMBER I- Z W C W o W C w '"' ::.::~C/) "",,,, w"" ",00 ,,"'''' ..Ill .. '" INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER 2 1 - 0 2 COUNTY CODE YEAR 008 --- 8 5 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Codan Helen F. SOCIAL SECURITY NUMBER 160 _ 12 7477 DATE OF DEATH (MM-DD-YEAR) 09/19/2002 DATE OF BIRTH (MM-DD-YEAR) 10/03/1919 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WillS SDCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [i] 1. Original Return o 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy 01 Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date 01 death after 12-12.82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10, Spousal Poverty Credit (dale {II ooall\ oo'meefl 12.31-'31 and 1-1-95) o 3. Remainder Return (date ofdealh prior 10 12-13--821 o 5. Federal Estate Tax Return Required .Q.. 8. Total Number of Safe Deposit Boxes o 11. Election \0 tax under Sec. 9113(A) (Attach Sch 0) ... Z W o Z o .. '" ~ '" o " NAME Marlin R. McCaleb FIRM NAME 111 ~wj~l>le) Law ofr~ces - Marlin R. McCaleb TELEPHONE NUMBER 717/691-7770 COMPLETE MAILING ADDRESS 219 East Main Street P.O. Box 230 Mechanicsburg, PA 17055 z o ~ ::l l- ii: 00( o W 0:: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Noles Receivable {Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 8. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or Ll 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (1) (2) (3) (4) (5) None None None OFFICIAL USE ONLY None 17,015.73 (6) None (7) 147,000.00 164,015.73 (9) (10) (B) 12,005.14 480.80 (11) (12) (13) 12,485.94 151,529.79 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Oeductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental BequestsfSec 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) (14) 151,529.79 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !cc I-' ::l Q. ::E o o ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (al(12) x.O~ (15) 0.00 x .0 45 (16) 6,818.84 0.00 x .12 (17) x .15 (18) 0.00 (19) 6,818.84 16. Amount of Line 141axable at lineal rate 151,529.79 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUNO OF AN OVERPAYMENT Decedent's Complete Address: Codan Helen F. STREET ADDRESS 1507 Fisher Road CITY Mechanicsburg I STATE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 6,818.84 5,000.00 263.16 3. InteresUPenalty if applicable O. Interest E. Penalty Total Credits (A + B + C) (2) 5,263.16 TotallnteresVPenalty ( 0 + E ) 4. 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 (3) 0.00 (4) 0.00 (5) 1,555.68 (SA) 0.00 (5B) 1,555.68 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 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ...0 IRI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1. Did decedent make a transfer and: Yes a. relain the use or income of the property transferred;........... ................... ....................... .................. ............... IRI b. retain the right to designate who shall use the property transferred or its income;...... ................. ................... 0 c. retain a reversionary interest; or.. ........................ .............................................................................. 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ... .......... ....... ...................... .......................... ..... ....... ............ ........ .......... IKJ 3. Did decedent own an "in trust fol' or payable upon death bank acoount or security at his or her death?.............. 0 4. Did decedent own an Individual Retirement Account, annuity, Dr other non-probate property which contains a beneficiary designation? ............. ................. .................................................................................... No o IKI IKI IKI o IRI Under penalties of perjury, f declare that I have examined this return, including accompanying schedules and statements. 811<1 to the best of my knowledge and belief. if is true, correct and complete. Declaration of preparer other than lhe personal representative is based on all information of which preparer has any knowledge. AD RESS Cynthia A. Berrian 37 Cumberland Drive Mechanicsburg, PA 17055 QATE .z \ -3- O~ Law Offices Marlin R. McCaleb 219 East Main Street Mechanicsburq, PA 17055 DATE $ -,,- a3 ADDRESS 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 PS. 99116 (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 fhe surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemD! a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even jf 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 stepparenl of Ihe child is 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(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. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual woo has at least one parent in common with the decedent, whether by blood or adoption. .-.,-' LAST WILL AND TESTAMENT I, HELEN F. CODAN, of the Township of Monroe, County of Cumberland "\ \ ~ and Commonwealth of Pennsylvania, being of sound and disposing mind, memory ,~ ,\( "",. N ~ o " \\ , .",", _AW OFF1CES _IN R. McCALEB and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former Wills and Codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executrix, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath my automobiles and personal effects and such household goods, furniture and furnishings as may be my individual property and not the property of my husband, or owned jointly by me with him, and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto my daughter, CYNTHIA A. BERRIAN, if she survives me. THIRD. If my husband, PETER CODAN, survives me} then and in that event I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, unto my daughter, CYNTHIA A. BERRIAN, IN TRUST NEVERTHELESS, to hold, manage, invest and reinvest the same and the income therefrom and to use and apply as much of the -j;' t. .\; ":"'i -' '\".\ \'{., ,. I -" - .""~ LAW OFFICES MARLIN R. McCALEB principal and income therefrom as my Trustee, in the exercise of her sole and absolute discretion, may deem appropriate for the comfortable support, care and maintenance of my husband, PETER CODAN, for and during the term of his natural life; and upon the death of my husband, this Trust shall terminate and my Trustee shall pay over and distribute the remaining balance of principal and income, if any, thereof unto my daughter, CYNTHIA A BERRIAN, absolutely and in fee simple; provided, however, that if my daughter is not then living, then the I same shall be paid over and distributed unto her then-living issue per stirpes, said issue to take the ancestor's share by representation and not per capita. My Trustee shall hold all income and principal from any Trust herein free from all claims, attachments, judgments, executions and liens of every kind and nature by creditors of any beneficiary and no beneficiary shall have any power to anticipate, assign, alienate, pledge, charge or encumber the income or principal of any Trust herein. FOURTH. If my husband, PETER CODAN, shall not survive me, then and in that event I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, unto my daughter, CYNTHIA A. BERRIAN, absoiutely and in fee simple. FIFTH. In addition to any other powers conferred by law, my Trustee herein is hereby expressly authorized and empowered at all times, in her sole and absolute discretion: -2- A. To purchase, invest in or otherwise acquire and to retain, whether originally a part of the Trust estate or subsequently acquired, any and all stocks, bonds, notes or other securities, or any variety of real or personal property, including stocks or interest in investment trusts and common trust funds maintained by any bank, or interest-bearing accounts in or certificates l ~ . <>;. issued by any bank, as she may deem advisable without being limited by any statute or rule of law prescribing or relating to legal investments by I trustees; and to hold or retain cash or readily marketable securities of little or no yield for such periods as she may deem advisable. The investments need not be diversified and may be made or retained with a view to a .~ possible increase in value. B. To sell at public or private sale, pledge, mortgage, lease, transfer, exchange, convert or otherwise dispose of, or grant options with respect to, any and all property at any time forming a part of the Trust estate, in such manner, at such time or times, for such purposes, for such prices and upon such terms, credits and conditions as she may deem advisable, including the right to lease such property for periods of time which may extend h~y'ond +he +M~;n~"o" -, .""1- T-us+ .....'= I\., \.Cl 11 II CHI d UI 1I1 ~ 1 ~. C. To allocate receipts and expenses to principal or income, or partly to each,. as she may from time to time deem proper in her sole and absolute discretion. LAW OFf'"ICES MARLIN R. McCALEB -3- LAW OFFICES MARLlN R. McCALEB D. To employ accountants, agents, attorneys, investment counselor brokers to perform services for and at the expense of the Trust hereunder for which such services are performed and to carry or register investments in the name of the nominee of such agent or broker. The expenses and charges for such services shall be charged against principal or income or partly against each, as my Trustee may determine. My Trustee is expressly relieved from any liability or responsibility whatsoever for any act or failur,e to act by, or for following the advice of, such accountants, agents, attorneys, investment counselor brokers so long as my Trustee exercises due care in their selection. LASTLY. I nominate, constitute and appoint my daughter, CYNTHIA A. BERRIAN, Executrix of this, my Last Will and Testament, to serve without bond in this or any other jurisdiction. IN WITNESS WHEREOF, I, HELEN F. CODAN, have hereunto set my hand and seal to this, my Last Will and Testament which consists of five (5) typewritten pages to each of which I have affixed my signature this . .. i l.,(......... , .I day of '~,~j~./ t1~--/',;:/~", , A.D., Two Thousand (2000). I .- /' _--;;- 'i ; /', i.' t' .._/'-::'.. ", n ,/ '(SEAL) ,. , ;.0:....,..,.... .,_. - t' ;"..-t:..".,/?,....-- "'..--- The preceding instrument, consisting of this and four (4) other typewritten page, each identified by the signature of the Testatrix, was on the date thereof -4- ,v ~\ , .\", ',~ "'-..j" \ ;'. / 1 -:;"Y "'-.....,,0 ::-. '" LAW OFFICES MARLIN R. McCALEB signed, sealed, published and declared by HELEN F. CODAN, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at this request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto, t~~L:,e~#-cZ-? ~ cZ- n~ ~ -5- REV-lsda EX+ (1..83) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen F. Codan SS# 160-12-7477 09/19/2002 (All property Jointly..owned with the Right of Survivorship must be dlsclo.ed on Schedule "F'" SCHEDULE "E" CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY FILE NUMBER 21-02-00885 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Checking Acct. #50-0381-7756, PNC Bank - principal balance as of 0.0.0.: $11,284.87; interest accrued to D.O.D.: $0.34. 11,285.21 2. 3. 4. 1993 Ford Tempo automobile, sedan. Comcast Financial Agency Corp. - refund of cable TV rental. Household goods, contents, furniture and furnishings. Penn Treaty Network America Ins. Co. - refund of unused premium 3,000.00 11. 42 2,641.75 77.35 5. TOTAL (Also enter on line 5, Recapitulation) $ 17,015.73 Hi more space i$ "eeded \nsert addltlonal Iheets of seme .12e) DCT <:;'4-:;:UJ2 1,1: :';5 PNC ~"ECHAH I ::~=BUPG 171,'7i~;3140?6 F'. 01/'3.::1 PNCINSURANCE 2 EAST MAIN STREET MECHANICSBURG, PA 17055 Fax To: ~~.\ F...."': JUDY YAW F.... ..age.: L) Phone: '1 tl-l,.C\( - c{. o~ ':) Det", Re.: tkk f\. C pct.cy\. cc: o Ul'9"'" 0 For Review 0 ......... Comment D rINse Rep/y D Plee$e Reqcle . eo...m....ts: JUDY YAW Tei: 717-691-4035 Fax: i17.e91-4076 ~]CT"':::'~--~'O:.X::' 14: ::5 ""1.. -'e.'1 n("' ~"l'l-""~t :.:-...:..::~_.....:..--.-:-.:_~:"""'" ,.~;,,- 'NamE:: 'J.l"~t::.tled pr.lc ",ECHAlll CSBUli~G S:'l"1'T p:.:r'!ON PF:OD C8!)E STFD 1 40 OP ?AGE A.CCOu~r:' c') J:~;A AC'IN ?osr SFFECTIVE 'l'P.?GE ID oj, 08/09 C29^J91387 ~ 08/21 02"4>~579 >< Ot! /22 C292,1C329 '" 08/30 OG(,:t',S891 ~ XMKY '" 09/04 02'7:~51.;e2 . 09/05 ();~84/.;66'1 ~.. 09/0( :;>4391572 C~ 9 / DiO 025396999 2ft: .4 -TOP ~)-Bor:OM 6- :rtJQ 1717f/31~076 P. 02/1],,1 TH:' TAA~,jSACr-!ON SrPo,TE11EN'1' l"C'fuV~T (:2/1C/24 13.56. =_1 1-,!'3 50852 ACTION COMPLETE SEF.l\CH ,RO)1 02/0Ef09 THRlJ 02/09/09 500JE17756 3f.Or'T NAME CODAl' HELEI, F C:-:ECK: N:!]~~asP\ rfRh..~ J\MOL"1\T DSSCRrPTION 2919 CHECK 2919 29/.2 CHECK 2922 2924 ,:HECK 2924 2925 CHECK 2925 D/C 7--S.8 ~ 0 . 00 D REF&R~NCE NO, 0.9491387 503.00 0 REFERENCE HO. 027404519 184.87 D P..EF'l:F.ENCE NC, 02S2q,0329 244.43 D P~FER8NCE NO. 002858944 1,088.15 C DE?OSkT REfZRENCE NO. 027351482 2926 25.00 D CHECK 2920 ~EFERENCE NO. 028426611 2923 5\l.OO D CHECK 2923 ~E?ERENCE NO. 024B94572 293'- c7.8S D CHECK 2930 ?~F~RENCE NO. 045336999 8~SF 9-A5UH lO,-TRIG 11-CUTO 12-X'1'FD ;)a:.e~ 10114./2002 'Time; 1:=6:~tl PM EP.LANCE 11,366.50 10,863.,0 lC,618.63 lO,43~_20 XMK'r 11,522.35 11,497.35 11,447.35 :'1,429.50 -S'r'S~ 0(:':1' -'2~-"-:::\302 14':15 F'I1C i''ECHAHIC3BURiJ Na:ne: un'.:itled . ~'::~~._:_.:~~~'..LTm~:-;t S':':::.: S7'l-'1)~ 40 elF ~, ~~GTI':'N PP,GZ 2 ACCrYJt\T ?ROt) COJE' t)A 171763141376 P.03/iJ4 1 THF TRANSACTION STATEMENT FO~~T 02/10/24 13.56.~6 MS 506S2 ACTION CO~PLETE SEARCH fROM 02/06/C9 THRD 02/09/27 3083817756 SnORT N~~E CCDAN HEL~N f ,4C'r~ pas:-- :':?k""'ECTIvr CHFCX NlH<1BER rRAll AM(YJNI 0/',-; BlU..~:c.NCE T~:?~CZ ID D35CRIFTICN , J9/09 2929 97.50 ) 11,332.00 02802.~,783 CHECK 2929 REFERENCE NO. n8n5783 , J9/ [),:; 2927 38,12 J 11,293.88 (128001337 CHECf~ 2927 REl:"'EP.ENCE 110. 028C01337 ,. 89/09 2928 2.38 ::J 1:,2S1.:',O CZtll31,1628 CHECK 2928 REfERENCE NO. 024194628 ~)s / r~.9 3. :'17 c :n f :.294 ,P I-GENlQ2C309Q00025~9 '* 09/(9 ::: ~'GENlI)2(r 909C00025 60 7; 09/09 I-GEN1020909DOOJ25El '" 09/16 C27!)26252 .;, 09/26 024072877 PF: :; -l'Cl? :;-BOTTOM 6-:1\'Q 'j-S3 CatG~ 10/24/2002 Ti.rn~: 1:,,6;~ll PM lNT3RBST l'A;'!1ENT 15,00 SI 1::'1279,37 CALCULAT~D SERVICE CH~_,GE TYFE JD 15.00 v 1:,Z94.67 SERVl. CE, CHARGE. vlAlV'E to RE:W.~'!!ONSh:rP ~~tlN~ 2931 ~O. 00 D <.2:2,2" 4. ~ <- CHECK 2931 REFERENCE NO. 027526252 2933 61.480 11,223.39 CHECK 2933 F,SFERENCE NO, 0240728,'! 6-SF 9-,A.St1M IO-TRIG l1-CU:~O 12-XTFD -STSM OCT -2'4-2002 14: :-;; PHC :'-lECHAN I CSBUf~G E,~2.:.: )CC'..i~1lt;~t N8.!\ie: un ':: j. :leo J.71?631~076 STMT .'.':0 1',C'J'I O:-J p~~DD CCDE r.:\:,. $'rn 4T)~:SI) ?AGS J r",c CODN'? 1 l':-:F THANSA,CT10N STAT"f;MENT FO?Jv'lAT OZ/1.D/24 13.56.4: MS 5C8S2 ACTICN CO~PLErE SEARCH FROM 02/08/09 TERU 02/10/04 :::'O():.Bl~i7Si5 SEOR! NAME CODAN HE:'EN "i' ;'~CT:'; 208':' ErFECTIVr. CHEel': NUMbS? 'IRAN P..N01]~'I Die ?MC2 If) DESCR.!?r:ON * 09/27 2332 10.00 [; n';3,'S:97 CH~CJ<: 2932 REFERBNC~" . 024305197 ., 10/':)4 2.58 C I-GE:.H02:"OO(J,;.);)CO(l'jl IN'TE-RBS-r PAYMENT ... 10/i:i4 .00 0 .?HC0815 OUTSTANDING ITEM C;'OSE * 10/04 111215.97 0 C;'4i;S7482 WITEDRAWl'.L REFERE;J\CE NO. 024657482 ~::: 4~TOP 5-BDT'1'0:-1 6-INQ ';'-53 a-sf' 9--ASIJM 10-'!'?IG ll-ClJTQ 12-X'TFO -STSN D.:.:te: lC1/2~/200;'1 'l'ime! 1:56:55 PM 311LA.~::E 11,213.3$1 ::1215.97 ::'1,~'15.9~1 .00 p . 04/0~~ <5-- T01AL p.e.4 '. R~-1510EX~(1-97) *' SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESID NT DECEDENT ESTATE OF Helen F. Cadan SS# 160-12-7477 09/19/2002 FILE NUMBER 21-02-00885 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. ITEM NUMBER 1. DESCRIPTION OF PROPERTY INCLLJDETHENAMEOFTHETRANSFEREE,Tl-IEIRRELATIONSHIPTOOCCEDENTANDTHE DATE OF TRANSFER jl,TTil.CK ACOP'f OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET 150,000.00 %OF DECO'S EXCLUSION TAXABLE VALUE INTEREST IF APPLICABLE} 100.00% 3,000.0 147,000.00 1507 Fisher Road Mechanicsburg, PA - House and lot (Lot No. 1 Plan of Harold C. Bressler, Plan Book 14, Page 29) in Monroe Township, Cumberland County, PA, first acquired by Decedent on August 30, 1967, and conveyed by Decedent to her daughter, Cynthia A. Berrian, without consideration by deed dated May I, 2002, and recorded in Deed Book Volume 251, Page 2483. (Value based on sale at public auction on 12/07/02) TOTAL (Also enler on line 7, Recapitulation) $ 147,000.00 (If more space IS needed, Insert additional sheets of the same size) " LAW OFFICES MARLIN R. McCALEB AGREEMENT OF SALE THIS AGREEMENT is entered into this 2002, by and between CYNTHIA A. BERRIAN, , SELLER, and "),')~r"r." L, N\ c.,'",, ,.,.n,\[ Sa ,'",- 7th day of December, hereinafter called f.\.\ (c" ~. \ hereinafter called PURCHASER (whether singular or plural) IT IS MUTUALLY AGREED AS FOLLOWS: 1. The SELLER agrees to sell, grant and convey to the PURCHASER, and the PURCHASER agrees to purchase and accept the conveyance of the following described real estate: ALL that certain tract of land with improvements thereon erected, situate in Monroe Township, Cumberland County, Pennsylvania, being known and numbered as 1507 Fisher Road, as more particularly shown in the Legal Description attached hereto. 2 . The PURCHASER agrees to pay the sum of $ /5,{). nOi) to the SELLER as the full purchase price and consideration for said premises, payable as follows: $10,000.00 upon the execution and delivery of this Agreement, the receipt of which is hereby acknowledged, which amount will be held in escrow in a noninterest-bearing IOLTA account by Seller's attorney, Marlin R. McCaleb, Esquire, pending final settlement; and $ J4(j. Qt.?!. , the balance of the purchase price, in cash 'at settlement of this transaction as scheduled and provided hereinbelow. 3. Final settlement of this transaction shall be made at the Law Offices of Marlin R. McCaleb, Esquire, 219 East Main Street, Mechanicsburg, Pennsylvania, and shall be made on or before January 21, 2003, time being of the essence hereof. At final settlement, SELLER shall tender to PURCHASER a properly drawn and executed deed of special warranty conveying to the PURCHASER a good and marketable title in fee simple, clear of all encumbrances except easements or building and use restrictions, visible on the ground or of prior record. 4. All real estate taxes for the current year shall be prorated between the parties as of the date of final settlement (County and Borough or Township taxes on a January 1st to December 31st basis, and School District taxes on a July 1st to June 30th basis). Pennsylvania Realty Transfer Tax and any other sale or transfer taxes shall be paid equally by SELLER and PURCHASER. l.-AW OFFICES MARLIN R. McCALEB 5. SELLER shall deliver possession of the said premises to PURCHASER at the time of final settlement. 6. SELLER assumes the risk of loss by fire or other casualty until transfer of title and agrees that the property shall remain in substantially its present condition until the date of settlement, reasonable wear and tear excepted, and if it is not, PURCHASER may rescind this Agreement. 7. The property is being sold "as is" and SELLER makes no representation or warranty, express or implied, as to the condition or fitness of any structure or part thereof, nor as to the condition, fitness or operability of the plumbing, heating, electrical, water supply and sewage disposal systems. 8. Should PURCHASER fail to make settlement as herein provided, then the amount paid down as hand money, as set forth in Paragraph 2, above, may, at SELLER'S option, be retained by SELLER as liquidated damages. Should SELLER fail or refuse to convey as herein provided, then the hand money paid as set forth in Paragraph 2, above '. shall be returned to PURCHASER. FOR the performance of this Agreement and intending to be legally bound hereby, the parties bind themselves, their heirs, personal representatives, successors and assigns, by their hands and seals the day and year first written above. Ov 0"\1-L~ 1\ ':\.~ Cynthia"A. Berrian Seller .~A"W~~ ~A'/>J?/J Purchaser (SEAL) (SEAL) ! <,7 fJ"J./" " .f" {) c1 K;;# /"' C. ><//;/ t:/-;.?{;? -/ v Purchaser (SEAL) -2- l-AW OFFICES MARLIN R, McCALEB LEGAL DESCRIPTION ALL THAT CERTAIN piece or parcel of land, together with improvements thereon erected, situate in the Township of Monroe, County of Cumberland and Commonwealth of Pennsylvania, being more particularly bounded and described as follows, to wit: BEGINNING at a nail in the center of public Township Road, T-615 (Fisher Road) at the corner of lands now or formerly of Lawrence W. Zimmerman, said nail being located at a distance of two hundred twenty-seven (227) feet from the center of another public road, L.R. 21017, measured in an easterly direction along the center line of public Township Road, T-615 (Fisher Road); thence along said lands now or formerly of Lawrence W. Zimmerman, North twenty-seven (27) degrees East, a distance of two hundred twenty and six one-hundredths (220.06) feet to a stake at lands of Robert S. Knepper; thence along said lands of Robert S. Knepper, South sixty-four (64) degrees twenty (20) minutes East, a distance of one hundred seventy-four and eighty-eight one-hundredths (174.88) feet to a point at the northwest corner of Lot No. 2 as shown on the hereinafter mentioned Plan of Lots; thence along the dividing line between Lots Nos. 1 and 2 on said Plan of Lots, South twenty-five (25) degrees forty (40) minutes West, a distance of two hundred twenty (220) feet to a point in the center of public Township Road, T-615 (Fisher Road); thence along the center line of public Township Road, T-615 (Fisher Road), North sixty-four (64) degrees twenty (20) minutes West, a distance of one hundred eighty (180) feet to a nail in the same, the place of BEGINNING. BEING Lot No. 1 as shown on the plan of Lots of Harold C. Bressler as recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Plan Book 14, Page 29. BEING the same premises which Helen F. Codan, by her deed dated May 1, 2002, and recorded in the Office of the Recorder of Deeds of Cumberland County, pennsylvania, in Deed Book Volume 251, Page 2483, granted and conveyed unto Cynthia A. Berrian, the Grantor herein. UNDER AND SUBJECT, NEVERTHELESS, to conditions and restrictions appearing in prior deeds in the chain of title. REV"""':'''".. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Helen F. Codan SS# 160-12-7477 09/19/2002 FILE NUMBER 21-02-00885 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Malpezzi Funeral Home - funeral expense. 7,300.63 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Pel1lonal Rep....ntative (s) SOCial Security Numbe~s) I EIN Number of Pel1lonal Rep....ntative!s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees Law Offices - Marlin R. McCaleb 3,000.00 3. Family Exemption: (If decedents address is not Ille same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 105.00 5. Accountanrs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Chuck Bricker, auctioneer - expenses of public auction of 1,250.00 household contents and car. 2 Marlin R. McCaleb, Esq. - reimbursement for funds advanced 75.00 to Cumberland Law Journal for advertising Letters. 3 PNC Bank - printing checks. 27.60 4 Register of wills - Reserve for Filing Account, Releases, et 150.00 5 The Patriot-News Co. - advertising Letters. 96.91 TOTAL (Also enter on line 9, Recapitulation) $ 12,005.14 (If more space is needed, insert additional sheets of the same size) Estate of: Helen F. Codan Soc See #: 160-12-7477 Date of Death: 09/19/2002 Continuation of Schedule H-B4 (Probate Fees) Item # Description Amount 1 Marlin R. McCaleb, Esq. - reimbursement for probate costs advanced. 80.00 2 Register of Wills - filing Inventory and Appraisement. 25.00 105.00 . . REV.1512EX.(J.971 *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDE"' DECEDENT ESTATE OF Helen F. Codan SS# 160-12-7477 09/19/2002 FILE NUMBER 21-02-00885 Include unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION A.T.&T. - account payable. 2. MBNA America - account payable. 3. Met-Ed - account payable. 4. Penn Treaty Network America Ins. Co. - account payable. 5. Sears Card - account payable. 6. T.S.C.L. - account payable. 7. U.S. Treasury - Decedent's federal income tax liability Decedent's final return (2002) - account payable. 8. Verizon - account payable. AMOUNT 10.07 147.83 169.20 61. 48 21.19 10.00 for 36.00 25.03 480.80 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) , . . - ,,,",;,m.,,,,,. COMMONWEAL iH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES v EST ATE OF Helen F. Codan NUMBER L SS# 160-12-7477 09/19/2002 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) t Cynthia A. Berrian 37 Cumberland Drive Mechanicsburg, PA 17050 FILE NUMBER 21-02-00885 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter AMOUNT OR SHARE OF ESTATE Entire Estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II, NON-TAXABLE DISTRIBUTIONS: A" SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE t B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1" TOTAL OF PART n. 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) 0.00 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/03/2004 MCCALEB MARLIN R 219 E MAIN STREET MECHANICSBURG, PA 17055 RE: Estate of CODAN HELEN F File Number: 2002-00885 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 will become delinquent on: 9/19/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, REGISTER OF WILLS CC: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: will No. Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: State whether administration of the estate is complete: Yes ~ No__ 2. If the answer is No, state when the personal repreSentative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes__ No ~ 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 )(~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Ll~: ld 9-$fll/ PO. Signature Name (Please 'type or print) Address / 70~-.~ Tel. No. Capacity: __Personal Representative ~ Counsel for personal · representative