HomeMy WebLinkAbout01-0139
..
Register of Wills Cumbe.rlandCounty, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
Thelma M. Cessna
No. 21-01-139
also known as.
, Deceased
Social Security No. 204-01-3543
Community Trust Company,
_.,laI. who 1_ 18 _ .f... Of""". ...,!y-.ol lor:
(COMPL.ETE "A" OR "B" BEL.OW:)
IU
A. Probate and Grant of letters and aver that Petitioner(s) is/are the execut_ named in the Last Will of the
Decedent, dated Auaust 27. 1996 and codicil(sl dated
James M. and Helen E. Hartman, friends of the Decedent. are named Co-Executors in Decedent's Last Will and Testament
James M. and Helen E. Hartman both si(;Jned Renunciations for appointment of CommllnityTrust Company as Executor.
SUle rIIIft_, ct~ ..... renunolatian. .... of executor, etc:.
Except as follows, Decedent did not marry. was not divorced, and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicBted incompetent:
Ci
B. Grant of letters of Administration
Cc.t.... d.b.n.c.I.a.: pendente lite; dwmnI. ......ti.; Gufllnt.~"
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name
Relationship
Residence
Decedent was domiciled at death in Cumberland County, Pennsylvania. with his/her last family or principal
residence at Bethany Villaae Retirement Center. 325 Wesley Drive. Mechanicsburg. Lower Allen Township. Pennsylvania
c.-: __. numbe, .><1 "",nIclpoIItyl 1 7055
Decedent. then 82 years of age. died Aoril 3 , 20 QL, at Bethany Villaae. 325 Wesley Dr.. Mechanicsburg
Il.ocotJont
Lower Allen Twsp., PA 17055
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property ......... '.' . . . . . . . . . . . . . . . . . . . $ 175,000.00
(If not domiciled in PAl Personal propeny in Pennsylvania. . . . . . . . . . . . . . . . . . . . . . $
(If not domiciled in PA) Personal property in County . . . . . . . . . . . . . . . . . . . . . . . . . . $
Value of real estate in Pennsylvania ............................................... $ 60.000.00
Totel . . . . . . . . . . . . . . . . . . . . . . . . . . . .". . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 235.000.00
Real Estate situated as follows: 1919 Market Street. Harrisburo. Dauphin Coun1y. Pennsylvania
Wherefore. Petitioner(s) respectfullyrequest(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
-~-" -~"~
Typed or printed name and residence
Communi
BY: Susan A. Russell Trust Officer
3907 Market Street Cam Hill PA 17011
RW-7 t to - a41 - 7
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and
correct to the best of.the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent,
Petitioner(s) will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed
before me this ~ day of .
COMMUNITY TRUST COMPANY:
. ..c?>~' ~.
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BY: SUSAN A. RUSSE L, TRUST COMPANY
DECREE OF REGISTER
Estate of Thelma M. Cessna
Deceased
No.
21-01-139
also known as
Social Security No: 204-01-3543
Date of Death: April 3, 2001
AND NOW, 1>e:c. 5" , 2O..QL. in consideration of the Petition
.
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters IXI Testamentary 0 of Administration
Ie.''''; d.b.n.c.t.; PlftCNnte II.: IN..". abHMia; durMI. m1noritMOI
are hereby granted to' Community Trust Company
in the above estate and that the instrument(s), if any, dated AUQust27,1996
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
Letters... ................... .....
$21D.OO
<J) .00
15. 00
FEES
Affidavit ( ).................
Extra Pages ( 2. )............
Codicil........................ ..
Short Certificate(s)..lQ..... $
R .. .3
enunciation.................. $
$
$
$
$
$
$
(, .00
JCP Fee.........................
5.00
Attorney:
1.0. No:
Address:
Mark E. Halbruner, Esquire
66737
Inventory &. Tax Forms...
Other........... .................
,-
Gates & Associates, P.C., 1013 Mumma Road,
Suite 100, Lemoyne, PA 17043
Telephone: 717-731-9600
DATE FILED:
TOTAL............:... $ a2J, ..00
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This 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.
No.
.'
Fee for this certificate, $2.00
p
7420817
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Date
H'O~ '..JR." 1..17
COMMONWEALTH OF PENNSVlVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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female
0: fAT ( "'IE -.u....Ef'
SGCIAL SECURITY r'LJ\4Bt A
J.204 _ 01 3543
"iEJPAlNl
IN
AMAJr4lNl
LACK INK
NAME Of DECEDENT "...sa ~,ddle ;.ASI
. THELMA M. CESSNA
AGE' jL3SC ~0rtr>(J3vl UNDER' '(EAR
82 """"h. Doyo
UNDER 1 ONt
IhATHPlACE ;C..., M''o ~E 0# OEAJHI(t>t<_ HI"'" .)/'.,.. "" "'''!''II:,~''''''''''.'~JCN!~ .....,.,
:.a.te,)l tClt'oI"..(;aurol.VI
Gettysburg,PA
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tiot.n ! MirMIt..
RACE . Amencan 1AlMn. ea.c... Whfl. _
,,-,,,
. COUNTY OF QE)O'H
Cumberland
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White
SUA\IIV1NCl sPOUSE
........~tNIOeI'llWNt
DECEDENT'S
ACTUAL
AESIl)(Na
CSMlOU'Ul:tIOl'W
QIflefSldeI
UAFUTAL STATUS. Yarned
Nevel ""...... WQJwM.
i)rIlQfc~ lSQec'Yl
Divorcea
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l1e.~ .....dlCedenCw.din
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DECEOENr'; USUAL OCCUMI'ION
t~:'-U:: ~:OO::u~:L:1'
. .... Clerk ~~eral Government ...
DECEDENT'S M....lING ~SS (SIr.... cltylbwn. sa...lrQCodel PA
Bethany Vl11age 17.......
325 WesLey Dr.
... MechanicsDur , PA 17055
FRHER'S NAME IF"." ".oeM l..JIII
...John Galbraith
tNF"ORMANT'SHAMI. CTn-PtIN)
Susan A. Russell, Bank Officer, Community Trust Co.
WElttOO OF OISPO'J r
.......,m c,.........O _.._St...o
Olh. (S~lyl
KINO OF BUSJNE.SSANOUS'RY
."'. c......., CUMBERLAND
17d.0 :':='::ot
MOTHEM1.ry 'sny~r'- .......",
It.
....~'7~Sst;"'~'1ftt~' PA 17011
_.
Pl.ACE OF OISPO$JTIOH. Name of c.m.eery, C,.rnatoty LOCATION. CltyfTowrl, 51.. Z"et Code
Of 01'* P\K.
Holy Cross Cemetery
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Harrisburg, PA 17111
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UCENSE NUM8ER
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NAUE AHOAOOAESSOF MelllTY
g;.CKLER-WIEDEMAN FH,23rd & o:cry sts,Il:lrriS::llcg,PAl7104
LICENSE "'UMBER OATE StGHEO
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not ,.suaing.... the ~CauM po-. ttI PART I
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DUE TO lOA AS A CONSEOUENCE Of}
OUE TOtC/A AS A CONSEOUENCE OF)
WEAE AUTOPSV FtHOINGS
A\M.IL.AILE PRIOR 10
COMP\.ETIOH 01 CAUSE
OF OERH1
MANNER 01- OEATH
DATE OF INJURY
(Moolh Day. "arl
T~E OF INJURY
IN.JUAY 1J WORK'
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'PRONOUNClNG "....OCl"TIF...~ PHYSICIAN IPhVSiC.an tIOIf' ...~>f""tC(\<l <':'>011" <tIod l;f'f"'YI/'1QIO';au~ of i1~d'N
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."EOtCAl eXAMI..,eR/COROHER
~r::.::"O::i:t:~.~:04ml"8tiOn andIorlnvestig.ahOft.ln my opinion. de.th uccurred .llhe lim., d.'e, .and place. .nd due to Ihe cause(s) .nd
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REGlsrf'AR S ',".""ArURE AND NU...8ER ~ ./' l 1')
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DATE FIl.ED .Munlf
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LAST WILL AND TESTAMENT
BE IT REMEMBERED THAT
I, THELMA M. CESSNA, a resident of Dauphin County,
pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TESTAMENT, hereby revoking any and all wills and Codicils
previously made by me.
I
I direct that all my just debts and funeral expenses shall be
paid from my residuary estate as soon as practicable after my
decease.
II
I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed,
shall be paid from my residuary estate as a part of the expense of
the administration of my estate.
III
I give, devise and bequeath a certificate of deposit which I
maintain in joint names, my house and all of its contents to
ANGELINE SANSONE KAUFFMAN, per stirpes.
IV
I give and bequeath a certificate of deposit which I maintain
in joint names to MARGARET RATICAN, per stirpes.
V
I give and bequeath a certificate of deposit which I maintain
in joint names to HELEN TOWNSEND and RICK TOWNSEND, or the survivor
thereof, per stirpes.
VI
I give and bequeath a certificate of deposit which I maintain
in joint names to HELEN E. HARTMAN and JAMES M. HARTMAN, or the
survivor thereof, per stirpes.
VII
I give, devise and bequeath a certificate of deposit which I
maintain in joint names, as well as all the rest, residue and
remainder of my estate, to JEAN GUANNIERE, per stirpes.
VIII
I nominate, constitute and appoint HELEN E. HARTMAN and JAMES
M. HARTMAN as Co-Executors of this LAST WILL, to serve without
bond. If either is unable or unwilling to act in that capacity,
then the other may act alone as Executor of this LAST WILL, to
serve without bond.
IN WITNESS WHEREOF, I, THELMA M. CESSNA, have set my hand to
this LAST WILL this .';l'li..JI... day of (lo'-Ff-, 1996.
j . ..~. "-. ./2;
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;/ /116/ ///'tCZ ' .. ~ /;J//lt~.
./ HELMA M. CESSNA:
signed, sealed, published and declared by the above-named
THELMA M. CESSNA, as and for her Last will and Testament, in the
presence of us, who, at her request and in her presence, and in the
presence of each other, have hereunto subscr ibed our names as
witnesses.
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ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, THELMA M. CESSNA, 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 as my free and
voluntary act for the purposes therein expressed.
/<: , .
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......THELMA M. CESSN
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C,.'JlJ/~ .
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Sworn or aff irmed to and acknowledged before me by THELMA M.
CESSNA, Testatrix, this oJ 7 ~ day of /1tA.'i(USr 1996.
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Notary Public
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Notarial Seal
Diane M. Smith, Notary Public
Mechanicsbur~ Boro, Cumberland County
My CommisSion Expires June 22, 2000
.... .. ,,'I>;.,
-...-...~.;..
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
We, 12 /f)ark:.- /J,(JY!l4..J and Lu.Q/l)!JQ.. rYl. tJel'Kt?--J ,
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 sign and execute the
instrument as her LAST WILL; that THELMA M. CESSNA, signed
willingly and that she executed it as her free and voluntary act
for the purposes therein expressed; that each 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 the time 18
years of age or more, of sound mind and under no constraint or
undue influence.
~d/']~
6l\(LiA'\ kJJ 1$1. ~~
Sworn or affirmed to an~ acknowledged before me
this 6<./ VJ.- day of fP..t..fUd ' 1996.
~~.>n.
Notary Public
J!,n~R
"....~
Notarial Seal
Di~ne M. Smith, Notary Public
MechanJcs~ur~ Bora, Cumberland County
My CommissIon Expires June 22, 2000
Register of Wills Cumberland County, Pennsylvania
RENUNCIA TION
Estate of
Thelma M. Cessna
No. 21-01-139
also known as
, Deceased
The undersigned,
James M. Hartman, friend
(Relationship) (Capacity I
of
the above D\cedent, here~l renounce(s) the right to administer the estate and respectfully reques. tlsl that
ADM CTft . ,
Letters . TQita!:RQRt3J:Y be issued to Community Trust Company .
Witness
hand this
day of
19_,
~~ 9/l~~
f (Signature) .
601 West Keller Street, Mechanicsburg, PA 17055
(Address)
. (Signature I
(Addressl
(Signaturel
(Address)
Sworn to or affirmed and subscribed
before me this day of
Notary Public
My Commission Expires:
tHltfl...... .... IV_ fII' ,...~ m nth.. rHhCIIM
NOTE: Renunciations executed outSide the Office of Regi:i1er of
Wills are requIred in some counltes to blf nOla'IZlfd.
'.......... Ie. ........_ ~"', stMtw "M.. fit
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RW-13 (Rvsd 9/92)
Register of Wills Cumberland County, Pennsylvania
RENUNCIA TION
Estate of
Thelma M. Cessna
No. 21-01-139
also known as
, Deceased
The undersigned,
Helen E. Hartman, friend
(Relationship) (Capacity)
of
the above De<<iedent, her~ renounce(sl the right to administer the estate and respectfully requestls) that
"l>rYt 'CI A- .
Letters TQitaR:lgRt~ry be issued to Community Trust Company
Witness
hand this
day of
19_"
~ t f!M~
(Signature I
601 West Keller Street, Mechanicsburg, PA 17055
(Address)
. (Signature)
(Addressl
(Signaturel
(Addressl
Sworn to or affirmed and subscribed
before me this day of
Notary Public
My Commission Expires:
."""~UI. ..... ... I)' Net-.y 01 Offl.. DftlCllllll
NOTE: Renunciations executed outsldr. the Office of Register of
Wills are requIred in 80me counlles to bit notarized.
.,.......... '" ............ net,.., ~ .."'.. 't'
._JIIIM.Oft... NrII...'. r,nt....._.... I
RW-13 (Rvsd 9/92)
Register of Wills Cumberland County, Pennsylvania
RENUNCIA TION
Estate of
Thelma M. Cessna
No. 21-01-139
also known as
. Deceased
The undersigned,
Jeanne C. Guarnieri, friend*
(Relationship) (Capacity I
ot
the above Decedent, ~erebv renounce(s) the right to administer the estate and respectfully requestlsl that
Letters Administration, c.t.a,
be issued to Community Trust Company
Witness
hand this
"Jyd
day of ).; th /
:2. 0 0,;
-'
(~V~/ @ J~4~'14/'-
(Signat I
122 Lora Way, Roseville, CA 95661
(Address I
. (Signaturel
i1At~~~~AAA~Ae*~
..- 8' SANDRA HEATER I
-, '. COMM. # 1248211 I
I NOTARY P\J6UC..cAlIFORNIA "p
~J_~~~~~
(Addressl
(Signaturel
(Address I
Sworn to or affirmed}nd subscribed
be~ me tnls i 0 CL. aay or
4 J)/12AJ1!.J ~ . ~I
'9#ud~_)d~
tary Public
My Commission Expires:
*Erroneously referred to as "Jean Guanniere" under Article VII of
rlE'~p,dent's Last Will and Testament.
I......."".... MNI av. n. Net." flit nth.. uUtO_
NOTE: Renunciations executed outsld" the Office of Register of
Willa are required in some counues to btl notarized.
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LAW OFFICES OF
GATES, HALBRUNER &-HATCH, P.C.
1013 MUMMA ROAD. SUITE 100. LEMOYNE, PENNSYLVANIA 17043
(717) 731-9600. FAX: (717) 731-9627
BRANCH OFFICE:
3 WEST MONUMENT SQUARE. SUITE 304
LEWISTOWN, PA 17044
(717) 248-6909
LOWELL R. GATES
Also Admitled to Massachusetls Bar
MARK E. HALBRUNER
Also Admitted to New Jersey Bar
CRAIG A. HATCH
CORY J. SNOOK
ALBERT N. PETERLIN
Also Admitted to Maryland Bar
WEB SITE:
www.GatesLawFirm.com
STACEY L. NACE
ParalegaVOffice Manager
TRACI L. SEPKOVIC
Paralegal
July 11, 2002
Cumberland County Courthouse
Office of the Register of Wills
One Courthouse Square
Carlisle, PAl 70 13
RE: Estate of Thelma M. Cessna
Estate No. 21-01-0139
Dear Sir or Madam:
Enclosed for filing are the P A Inheritance Tax Return (in duplicate), Inventory and Status
Report for the Estate of Thelma M. Cessna. A check in the amount of $28.00 is enclosed as the
filing fee for the non-spousal PA Inheritance Tax Return and two page Inventory. The
inheritance tax was paid at your office on July 3, 2002; therefore, there is no additional check for
the tax included. Please time-stamp the additional photocopy of each document and return
them to our office in the enclosed envelope.
Thank you for your assistance in this matter.
Sincerely,
11 (J (A:J. fir Nflfc
Traci L. Sepkovic
Paralegal
Enclosures
cc: Community Trust Company, Administrator
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Register of Wills Gu"mberland County, Pennsylvania
INVENTORY
Estate of
Thelma M. Cessna
No.
21-01-0139
also known as
Date of Death April 3, 2001
,Deceased Social Security No. 204-01-3543
Community Trust Company,
Personal Representative(s) of the above Estate. deceased, verify that the items appearing in the following inventory include ail
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. l!We verify that the statements made in this Inventory are true and correct. l!We understand that
false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to
authorities.
Name of
Attorney:
Personal Representative:
1.0. No.:
Mark E. Halbruner, Esquire
66737
Community Trust c~:
_.~ c::::;; 01 ~
~ ~sell, V. - ,;.iir;ntfTrust Officer
Dated 7 /~ '2-.
Gates, Halbruner & Hatch, P.C.
1013 Mumma Road, Ste. 100, Lemoyne, PA 17043
Telephone: 717-731-9600
Address:
Description
Value
Real estate located at 1919 Market Street, Harrisburg, Dauphin County,
Pennsylvania; Tax Parcel No. 09-079-010.
$ 48,000.00
Federal Government Obligations - account held in decedent's revocable trust
and payable to decedent's estate at date of death.
116,500.00
Series HH U.S. Savings Bonds issued in 1999
Series HH U.S. Savings Bonds issued in 1998
Seven (7) Series E U.S. Savings Bonds; $100.00 face value.
Allfirst Bank; Checking Account No. 0022264671
Bethany Village; Credit Balance on Account
Cash found in Decedent's home
Commerce Bank; Demand Deposit Account
Diamond solitaire style ring and matching wedding set
Federal Income Tax Relief
First Union; Checking Account No. 1000633249224
Internal Revenue Service; refund on 2000 personal income tax
54,000.00
24,500.00
3,856.48
2,533.85
1,709.63
422.50
26,870.62
550.00
300.00
386.65
388.00
Total: $306,698.44 **
(Attach Additional Sheets if neces$ary) **Total carried forward from additional heet.
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.
RW-8
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Page 2
Estate of Thelma M. Cessna,
No. 21-01-0139
Deceased.
Date of Death: April 3, 2001
Social Security No. 204-01-3543
Description
Value
$ 2,215.00
1,684.51
1,730.00
125.00
20.926.20
Internal Revenue Service; refund of 2001 personal federal
income tax for period January 1, 2001, to date of death.
Members 1 st Federal Credit Union; Savings Account No.
1248-00
Miscellaneous Personal Items; valuation per appraisal
One red gemstone ring, set with a round shape stone in a
yellow metal mounting.
PNC Bank; Checking Account No. 5005657127
Total: $306.698.44**
**Total carried forward to page 1.
'.b -dJY/- /'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-In7 EX AFP (01-021
\
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-09-2002
CESSNA
04-03-2001
21 01-0139
CUMBERLAND
101
THELMA
M
MARK E HALBRUNER ESQ
GATES ETAL
1013 MUMMA RD STE 10'
LEMOVNE PA 11043
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV : i60j-E'Sf-AFP-foY:02y------...-iNHERiTANCE-Tix--sTAfEHENT-oF-iccouiif--...---------------- -----
ESTATE OF CESSNA THELMA M FILE NO. 21 01-0139 ACN 101 DATE 09-09-2002
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW
IS A SU""ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-19-2002
40,694.83
P R I NCI PAL TAX DU E : ...........................................................................................................................................................................................................................
PAVMENTS (TAX CREDITS):
PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-03-2001 CDOOOO08 1,875.00 35,625.00
07-03-2002 CDOO1376 94.84- 5,220.32
08-23-2002 REFUND .00 1,930.65-
TOTAL TAX CREDIT 40,694.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. J
\, /b-c:2-s/ /- 7
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
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-19-2002
CESSNA
04-03-2001
21 01-0139
CUMBERLAND
101
MARK E HALBRUNER EsJI~
GATES HAL
1013 MUMMA RD STE {QO
LEMOYNE P4"J;7.043
'lq
Allount Rellitted
'*
REV-1547 EX AFP [01-02)
THELMA
M
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 ~
REV=is4j-EX-AFP--('OY=02Y-NC)TiCE--OF-YNHEififANCE-YA'X-APPR'jrisEifENT~--AL1-owAticE-oR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CESSNA THELMA M FILE NO. 21 01-0139 ACN 101 DATE 08-19-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
48,000.00
198.856.48
.00
.00
59.841.96
35,201.39
2.000.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
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 (18)
19. Principal Tax Due
T X REDITS:
DATE
07-03-2001
07-03-2002
NUHBER
CD000008
CD001376
+
INTEREST/PEN PAID (-)
1,875.00
94.84-
(9)
(10)
59,693.70
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
343,899.83
72.600 99
271,298.84
.00
271,298.84
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
.00
.00
40,694.83
40,694.83
42,625.48
1,930.65CR
.00
1,930.65CR
. 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 "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
12.907.29
(11)
(12)
(13)
(14)
.00 X 00 =
.00 X 045 =
.00 X 12 =
271,298.84 X 15 =
(19)=
AHOUNT PAID
35,625.00
5,220.32
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
-
IN RE:
THELMA M. CESSNA,
an alleqed incapacitated
person
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-139
PRAECIPE TO WITHDRAW PETITION FOR ADJUDICATION
OF INCAPACITY AND APPOINTMENT OF GUARDIAN
TO THE CLERK, CUMBERLAND COUNTY ORPHANS' COURT DIVISION:
Thelma M. Cessna passed away on April 3, 2001.
Therefore,
please withdraw the petition of Bethany village Retirement Center
for an adjudication of incapacity and appointment of guardian in
the above-captioned matter.
GATES & ASSOCIATES, P.C.
BY: n~A!1: ~/
Mark E. Ha brune , Esquire
1013 Mumma Road, suite 100
Lemoyne, PA 17043
(717) 731-9600
(Attorneys for petitioner)
Dated: April 3, 2001
HAROLD S. IRWIN, III, ESQUIRE
ATTORNEY ID NO. 29920
35 EAST HIGH STREET
CARLISLE PA 17013
(717) 243-6090
ATTORNEY FOR PETITIONER
IN RE:
THELMA M. CESSNA,
An alleged incapacitated person
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION. ADOPTION
: NO. 21 - 01 - 139
ORDER OF COURT
NOW, this ~,'>~ay of March, 2001, on petition of the respondent and on
motion of Harold S. Irwin, III, Esquire, a continuance in this matter is hereby granted.
The parties are directed to present themselves in Courtroom No.3, Cumberland County
Courthouse, 4th Floor, Courthouse Square, Carlisle, Pennsylvania, at .2: (Ii) born. on
,
il-/VL/ L I u / ;Jo6/ at which time and place this case will be heard.
By the Court,
P.J.
:.Y\
t",1
! ,. ~j
0: .
.' !..
!(")
"'(1"
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION. ADOPTION
: NO. 21 - 01 - 139
IN RE:
THELMA M. CESSNA,
An alleged incapacitated person
PETITION FOR CONTINUANCE
NOW comes the respondent, by her attorney, Harold S. Irwin, III, Esquire, and
presents this petition for a continuance, representing as follows:
1. Upon petition of petitioner, this Court entered an order setting Monday,
March 26, 2001, at 1 :30 p.m. for a hearing thereon.
2. The petitioner, the retirement home in which respondent lives, contends
that respondent is partially incapacitated and requires the appointment of a guardian of
her person to make medical decisions for the respondent.
3. The petitioner seeks to have a non-profit corporation, Neighborhood
Services of Lancaster, Inc., appointed as respondent's guardian.
4. Respondent contends that she is not incapacitated and is able to continue
to make her own decisions regarding her medical care and other matters and intends to
enter a defense to this petition.
5. In the alternative, respondent contends that if the Court finds that she
does require the appointment of a guardian of her person, that her friend and former
neighbor, David Lewis, is familiar with her and her needs and is able and willing to serve
without compensation as her guardian rather than an independent non-profit corporation
which respondent believes will require payment for its services.
6. In order to properly and fully present her defense, respondent requires the
testimony of David Lewis, to be heard at the hearing.
7. Mr. Lewis is unable to attend the hearing on March 26, 2001, due to an
unavoidable commitment having to do with his employment.
8. Respondent's counsel, Harold S. Irwin, III, Esquire, has discussed this
situation with petitioner's counsel, Mark Halbrunner, Esquire, and petitioner's counsel
has no objection to a continuance until some date after April 8, 2001, due to Mr. Lewis'
absence as aforesaid and the fact that respondent's counsel will be unavailable from
March 30 through April 8, 2001.
WHEREFORE, respondent requests that the Court grant a continuance in this
case and set a new date and time for a hearing in this matter.
March 21,2001
Attorney for Respondent
35 East High Street
Carlisle, PA 17013
(717) 243-6090
VERIFICATION
Counsel for petitioner is executing this verification due to the time constraints
involved, but does have personal knowledge of the facts averred in this petition.
I verify that the statements in the above petition are true and correct to the best
of my knowledge, information and belief. I understand that false statements herein are
made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn
falsification to authorities.
March 21,2001
Harold S. Irwin, III
Attorney for Respon
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2
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3 FOR PETITIONER
4 Wendy Schaenen, M.D.
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TABLE OF CONTENTS
WITNESS
DIRECT
3
CROSS
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WENDY SCHAENEN, M.D., called as a witness,
being sworn, testified as follows:
DIRECT EXAMINATION
BY MR. HALBRUNER:
Q Would you please state your name?
A Wendy Schaenen.
Q And you are a doctor; is that correct?
A Yes, I am.
Q Dr. Schaenen, my name 1S Mark Halbruner. And I
represent the petitioner in a guardianship proceeding that
has been filed in regard to Thelma M. Cessna in Cumberland
County, Orphans' Court No. 2101139.
Do you understand that we are here today to
take your deposition for use in that guardianship proceeding?
A Yes.
Q Do you have any objection to the introduction
of the transcript from this deposition at that hearing?
A No.
Q
A
What is your occupation, Dr. Schaenen?
General internist and medical director at
Bethany, which I have been since July of 2000.
Q And where do you have your office?
A My office is at Cowley Medical Associates in
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Camp Hill.
Q How long have you been practicing there?
A Since July 1989.
Q And prior to that, you were where?
A In New York City in Bellevue for three years.
Q What is your educational qualifications?
A I went to college at Cornell University in
Ithaca, New York. I went to medical school at Cornell
University in Manhattan.
I did my internal medicine residency training
at the University of California, San Francisco.
Q Dr. Schaenen, are you familiar with Thelma
Cessna?
Yes, I am.
Do you recall when you first came in contact
A
Q
with her?
A My first visit with her was in October of 2000.
Q Approximately how often have you met with
Thelma since then?
A I have seen her two or three times at the
nursing home. And I saw her during her hospitalization in
January.
Q
A
days ago.
When was the last time that you saw Thelma?
One week ago, actually -- excuse me -- four
I can tell you the exact date if you would like?
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Q Yes, please.
A March 12th.
Q What conditions have you treated or examined
Thelma for over those visits?
A The most recent condition has been when she was
hospitalized in January, abnormal liver function test,
progressive jaundice and multiple liver lesions found on
abdominal sonogram and MRI.
Q As of your last visit with Thelma, what
condition was she in?
A She is jaundiced. She hasn't lost weight
because she has gotten significant swelling in her legs,
which I think accounts for weight gain. But the rest of her
is losing weight.
She has no appetite. She is fatigued.
Q Is Thelma currently taking any medications?
A Well, she is prescribed medications, although
she is not always compliant with taking them. Would you like
the list?
Q Yes, please.
A She was recently on Cipro, which is an
antibiotic because she had E. coli which is bacteria that was
in her blood, actually, in the hospital. She takes Synthroid
for hyperthyroidism.
She is prescribed prevacid, which is for reflux
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disease. She is on Zestril, which is an antihypertensive
pain medications as needed. She was put on Keflex for a leg
infection.
She is on several as needed medications, many
of which she refuses. And Lasix is the other one for the leg
swelling as it developed.
Q Are there any particular reasons that she
refuses to take the drugs?
A She does seem to think that she wasn't sick
until she got here. Then everyone here is making her sick.
And I think she is not very trusting of the staff. And I
think she feels that the medications may make her ill, and
she chooses to take them on an inconsistent basis.
Q Do you think that's there's any truth to her
fears?
A I don't.
Q What is your impression of the care that she is
receiving here at Bethany?
A I think she has gotten very good care. And I
think she has gotten the same standard that we provide for
all the patients.
Q What would be your impression of Thelma's
ability to communicate present?
A She is very verbal. And she is very
articulate. She -- this may not be the appropriate time to
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expound. But I think she is in significant denial about her
illnesses. She is very jaundiced. And when it's pointed out
to her, she blames it on a suntan. She is -- as I explained
the weight change and has no appetite, but she blames it on
the bad food here.
And I think she has very little insight into
her illness. And when I explained, as many doctors have in
the last few weeks, what her evaluation showed in the
hospital, she denies it.
Q What is your opinion, Doctor, of Thelma's
ability to receive information and evaluate it and then make
decisions based on that information?
A
Q
I think it's poor. But she and I disagree.
Are there any specific instances that you can
explain?
A Well, when she was in the hospital, it was
suggested that we biopsy one of these liver lesions because
we don't have a diagnosis of cancer, even though it's very
suspicious on all of her testing.
And she refused that. And she refuses to admit
that possibility. But she doesn't allow us to do the
diagnostic work-up that would tell us what's going on. But
then she asks what's wrong.
And earlier in the year she was scheduled for
surgery a couple times and has refused it. She has made it
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difficult to care for her.
Q Do you have any concerns about what will happen
to Thelma if she doesn't follow up on some of the
recommendations you have made?
A Ultimately, I think that if she does have
cancer -- and I have a high suspicion of that -- that this
illness is going to be fatal.
Q If she were to follow up with further
evaluation, do you think there's anything that could be done
to prolong her life?
A I think we could make her more comfortable.
She refuses a lot of comfort measures. And I think our
primary goal should be to make her comfortable. But when
it's difficult to reason with her, it's difficult to convince
her that what we are trying to do is to make her comfortable
and not to cause her harm.
Q In your opinion, does Thelma have any type of
dementia or other psychological disorder that is affecting
her decision-making?
A I think she probably does. She has been seen
by multiple psychiatrists and carries several diagnoses;
depression, bipolar disease, dementia have all been listed.
I am not a psychiatrist.
I don't want to venture a guess as to what her
disease is. And sometimes dementia and depression are hard
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to separate. But I do think there is psychiatric illness.
Q Is her behavior typical of someone of her age,
or do you think that she is unusual?
A I think she is extreme. And I think it is
unusual. There are plenty of patients in this facility that
are depressed or demented. And no one is in Mrs. Cessna's
category of behavior.
MR. IRWIN: I'm sorry. I didn't hear the last
response.
A No one behaves quite like Mrs. Cessna in this
facility at the moment.
BY MR. HALBRUNER:
Q Is her behavior consistent, or are there some
days when it seems to be worse than others?
A I think it does fluctuate somewhat. And it is
related to different people. She sees a therapist at times.
And I don't know that person. I have read their notes. At
least what that person writes, she seems to have better
rapport and has longer conversations than the rest of us.
I think she does present to me as being
somewhat paranoid. And you can start out a conversation
well. But it can quickly turn and be very futile. Even when
the staff is trying to give her basic hygiene care, she will
refuse.
Q
Is it your opinion that Mrs. Cessna requires
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assistance with making decisions?
A I think making good decisions are beyond her.
Q When you say good, do you mean rational?
A Yes. That's probably a better word.
Q Do you expect Mrs. Cessna's condition to
improve or change, or do you think this is more or less a
continual progression?
A Assuming she has metastatic malignancy, which I
think she does, I think it will gradually decline. I think
we can make her more comfortable and stabilize her if she
would allow us to treat her.
Q And what about her emotional state or her
mental state, is this something that you expect to pass; or
do you expect that this is more or less a permanent
condition?
A I think that's a permanent condition and may
worsen as her medical condition worsens.
Q If Mrs. Cessna were to attempt to make a
decision as to where she should live or where she should
receive medical treatment, do you think she is capable of
doing that?
A
home.
Well, she could decide that she should be at
But I don't think that she is capable of being at home
alone.
Q
You then believe that she belongs in a facility
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where she can receive care?
A
I do.
Q Does she require 24-hour supervision?
A I believe she does. In one week, I think she
called the Department of Health in one day, she called
them three times complaining of the care at the facility.
And I think the Department of Health has gotten used to her,
actually.
But no other patient in the facility does this.
Q Is she able to walk?
A Not recently. She was months ago, but not
since she has gotten ill.
Q Is she able to cook or clean?
A No.
Q Would it be fair to say that she requires
assistance with all of her activities of daily living?
A Yes.
Q How old is Mrs. Cessna?
A I will have to do the arithmetic.
July 23rd, 1918. She had not had a birthday yet.
her 82.
She was born
That makes
MR. HALBRUNER: Thank you. Mr. Irwin, any
questions?
MR. IRWIN: Yes.
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CROSS-EXAMINATION
BY MR. IRWIN:
Q Dr. Schaenen?
A Yes.
Q I believe I heard you say in your testimony
that you are not a psychiatrist?
A That's correct.
Q And you are not pretending here to do anything
today other than testify about Thelma's physical condition;
isn't that correct?
A Right.
Q I was having trouble hearing in the beginning.
But I believe you said that your first contact with Thelma
was in October of 2000 and you have seen her two or three
times since that time?
A Yes.
Q And your testimony today then is based on three
or four times, total, of seeing Thelma?
A No. We have physicians here from my group
three times a week.
Q But you are not testifying today about the
opinions of other doctors; you are giving your own opinion;
is that correct?
A
I am testifying about the opinions of everyone
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That includes
That includes
that I have heard. That includes social work.
psychiatry. That includes the nursing staff.
my medical partners.
Q Do you understand that what the petitioner here
is attempting to do is to have Thelma declared an
incapacitated person?
A Yes, from medical judgements.
Q And that they propose to remove from Thelma,
the ability to make any medical decisions on her own part and
in substitute for that, some other organization; do you
understand that?
A Yes.
Q Do you think that there is a difference between
someone, who for whatever reason, personal to that person is
not making the best decisions for himself or herself and
someone who is totally incapable of doing so?
A No. I am not sure I understand your question.
Q would you say that if a person is unwilling to
make what others would call rational medical decisions, in
and of itself, makes that person an incapacitated person?
A I think that person is at risk for causing
themselves harm, which I am uncomfortable with in this
facility.
Q Do you think that that in and of itself would
indicate that the person is an incapacitated person because
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they are unwilling to, they are unable to?
A
can speak.
Q
what is your definition of incapacitated? She
She can make a decision.
What I guess I am getting at, Doctor, is that
you have indicated that Thelma is very articulate, very
verbal but that she is in denial and has little insight into
her illness and often refuses care of various types.
And my problem is -- and I am asking you these
questions from your medical perspective -- when is it
appropriate for a court or another organization to take over
for that person when it's simply they are unwilling to make
those decisions but able to?
They are making bad decisions, but they are
able to make decisions.
A
What's the definition of being able to make a
decision? Someone can give me an answer. Does that mean
they are capable of making a decision?
Q
You indicated that Thelma requires assistance
to make good decisions and that she seems to be more
receptive to some people than others; is that a fair
statement?
A
From reading the notes of this one therapist
who sees her, based on what this therapist writes, she seems
to be receptive to that person.
Q
Have you observed that?
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A No.
Q Have you observed her In the company of her
friend David Lewis?
A No.
Q Have you had any contact with David Lewis?
A I have not spoken with him. I have read
through the charts and have documented that she feels that
the Lewises were responsible for putting her in this facility
or the Hartmans. Excuse me.
I don't know Mr. Lewis.
Q If I told you that Mr. Lewis was a friend of
hers that lived in an adjoining apartment for a couple years
above her and that she appears to trust him and respect his
judgement, would you say that he might be a good person to be
involved in her care?
A I don't know him. Is he an alcoholic? Is he a
drug addict? Is he a criminal? That's a difficult question
when I don't know him. I certainly would like a person who
has her best interest at heart to be making the decisions for
her.
And he might be the perfect person. But I
don't know him.
Q I guess I wanted to ask you this previous
question again and see if I can make it any more clearer.
Would you say that the fact that a person is making poor
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medical decisions for herself implies that she is
incapacitated and unable to make those decisions? In other
words, would you agree that a person could be fully
capacitated, under no disability and simply make poor
decisions for whatever personal reason?
A Yes. I have plenty of those patients in my
office. But Mrs. Cessna, I don't believe, is in that
category.
Q How is she different from that?
A She is so inconsistent that's it's hard to say
she makes sense from day to day. I can have a patient who
chooses not to go through with a treatment that I think would
be beneficial because -- for their reasons, they don't want
to do it.
But in every aspect of her care, not willing to
be cleaned up when she needs to be cleaned up, not willing to
take a medicine for a chronic illness she has had many years
that will cause side effects if she doesn't take the
medication and then the next day taking it, having erratic
behavior and very difficult behavior making it difficult to
have roommates and the staff to care for her, these are all
instances of irrational behavior that I think a rational
person who wanted to be taken care of would allow.
Q So, for instance, if I give you a hypothetical,
recently, my doctor told me my blood pressure is high and I
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should quit smoking. If I don't quit smoking, I wouldn't
necessarily be classified an incapacitated person, correct?
A No, you would not. But I highly doubt that you
are Thelma Cessna.
Q My point 1S is that the distinction is that
it's a combination of other things playing into Thelma's
situation that would bring you to this conclusion I take it?
A It is. And it's the evaluations of several
psychiatrists who has seen her. It's the evaluations of the
social worker visits that have documented over and over her
inconsistency and her inability to work with anyone, her
anger, her, what I think is, irrational behavior.
I am interested in giving her care that will
keep her comfortable.
Q Irrespective of what she may want?
A I don't think she is capable. If she wants to
sit in stool all day, as a medical director of this facility,
am I supposed to let her so that she can develop a bedsore?
I think those would be irrational decisions that we need to
protect her against.
I am certainly not going to force her to take
treatment for a cancer that looks like it's widespread
already.
Q So I am gathering from a couple of your final
responses here that your main concern is being able to
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provide her care related to her comfort and that's the main
goal here?
A That's certainly my main goal.
Q Doesn't it seems that these issues of comfort
would require her cooperation, whether or not someone else
authorized it, like the proposed guardian, for example?
A Yes. Cooperation is a problem.
Q So even if the proposed guardian, Neighborhood
Services of Lancaster, authorized some form of treatment, if
Thelma declined it, it would be hard-pressed to provide it;
wouldn't that be the case?
A Yes, that would be true. If Thelma called a
taxi and said, I want to go home to my house and insisted on
being taken out of the facility, I would certainly appreciate
having a guardian looking after her better interest to
disallow that.
MR. IRWIN: I don't think I have any other
questions, Mark. Thank you, Doctor.
MR. HALBRUNER: Thank you, Doctor. Nothing
more from me.
(The deposition was concluded at 9:50 a.m.)
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STATE OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, Lisa M. Loop, a Reporter Notary-Public,
authorized to administer oaths within and for the
Commonwealth of Pennsylvania and take depositions in the
trial of causes, do hereby certify that the foregoing is the
testimony of WENDY SCHAENEN, M.D.
I further certify that before the taking of
said deposition, the witness was duly swornj that the
questions and answers were taken down stenographically by the
said reporter Lisa M. Loop, a Reporter Notary-Public,
approved and agreed to, and afterwards reduced to typewriting
under the direction of the said Reporter.
I further certify that the proceedings and
evidence contained fully and accurately in the notes by me on
the within deposition, and that this copy is a correct
transcript of the same.
In testimony whereof, I have hereunto
subscribed my hand this 17th day of March 2001.
(/
c?i ~ n .Y~?
Lisa M. Loop, Reporter
My commission expires:
October 27, 2001
GEIGER & LORIA REPORTING SERVICE 1-800-222-4577
IN RE:
THELMA M. CESSNA,
an alleged incapacitated
person
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO . ~ 1- 0' - 0 , 3.3
AND NOW, this
PRELIMINARY DECREE
7 1^-- day of ~~
2001, upon
consideration of the attached petition, it is ordered and decreed
that a citation is awarded and directed to Thelma M. Cessna, to
show cause why she should not be adjudged an incapacitated person
and have a guardian of her person appointed, the hearing thereon to
be held in Court Room No. :3 at the Cumberland County Courthouse
in Carlisle, Pennsylvania, commencing at /: -.$0 o'clock p.m. on
/1u~ ,the tl~ ~aY of ~ t<A_e...L ,2001.
At least twenty (20) days notice of the hearing shall be given
to the said Thelma M. Cessna, the alleged incapacitated person, by
personal service of a copy of the petition and citation.
BY THE COURT,
IN RE:
THELMA M. CESSNA,
an alleged incapacitated
person
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO.
PETITION FOR ADJUDICATION OF INCAPACITATED PERSON
AND FOR APPOINTMENT OF LIMITED GUARDIAN OF THE PERSON
OF THE ALLEGED INCAPACITATED PERSON
AND NOW, comes BETHANY VILLAGE RETIREMENT CENTER (hereinafter
"petitioner"), by and through its attorneys, Gates & Associates,
P.C., and represents and avers as follows:
1. Peti tioner is a retirement home owned and operated by the
United Methodist Home for the Aging and located at 325 Wesley
Drive, Mechanicsburg, Cumberland County, Pennsylvania 17055.
2. Thelma M. Cessna, the alleged incapacitated person, was
born on July 23, 1918, and she is now 82 years of age.
3. Thelma M. Cessna is not married.
4. Thelma M. Cessna has no children or other issue.
5. Thelma M. Cessna's parents are both deceased.
6 . Thelma M. Cessna was admitted to Petitioner's retirement
home on March 4, 1999, and remains a resident there.
7. Petitioner does not know the names or addresses of Thelma
M. Cessna's collateral relatives, if any.
8. Thelma M. Cessna suffers from dementia and personality
disorder, and she exhibits deficits in judgment.
9. Thelma M. Cessna 1S unable to receive and evaluate
information effectively and communicate meaningful decisions or
meet essential requirements for her physical health and safety.
10. In particular, Thelma M. Cessna lacks the judgment to
make rational decisions pertaining to her medical care.
11. Thelma M. Cessna also suffers from ambulatory dysfunction
due to falls and arthritis, and it is suspected that she has liver
cancer.
12. petitioner proposes that Neighborhood Services of
Lancaster, Inc. be appointed limited guardian of the person of
Thelma M. Cessna with the powers described in 20 Pa.C.S.
s5512.1(b). The proposed guardian's consent to serve is attached
hereto as Exhibit "A" and incorporated herein by reference.
13. Neighborhood Services of Lancaster, Inc. is a
pennsylvania nonprofit corporation that provides guardianship
management services and has its principal offices at 100 South
Queen Street, P.O. Box 1593, Lancaster, Pennsylvania 17608-1593.
14. Neighborhood Services of Lancaster, Inc. has no interests
adverse to the interests of Thelma M. Cessna.
15. No other court has assumed jurisdiction in any proceeding
to determine the incapacity of Thelma M. Cessna.
16. Community Trust Company, a pennsylvania chartered trust
company with its principal offices at 3907 Market Street, Camp
Hill, Pennsylvania 17011, is the attorney-in-fact appointed by
Thelma M. Cessna in a Durable General Power of Attorney dated
February 24, 1999.
17. Community Trust Company's consent to the proposed
appointment of Neighborhood Services of Lancaster, Inc. is attached
2
hereto as Exhibit "B" and incorporated herein by reference.
WHEREFORE, Petitioner respectfully requests that the Court
award a citation directed to Thelma M. Cessna, the alleged
incapacitated person, with notice thereof to be given to such other
persons as this Court may direct, to show cause why she should not
be adjudged a partially incapacitated person and why Neighborhood
Services of Lancaster, Inc. should not be appointed limited
guardian of her person.
GATES & ASSOCIATES, P.C.
Dated:
( /3\
I
BV: J1t~ ~-
Mark E. albrun r, Esquire
Supreme Court I.D. No. 66737
1013 Mumma Road, Suite 100
Lemoyne, PA 17043
(717) 731-9600
(Attorneys for petitioner)
, 2001
3
JAN-23-01 TUE 15:21
CATES & ASSOCIATES P.C.
FAX NO. 7319627
. P, 06
COMMONWEALTH OF PEtmSYLVANIA
COUNTY OF CUMB1!:RLAND
ss:
JOHN R.E. BOWBN, MSW, a Licensed Social Worker and Director of
Social Services for BBTHANY VI~LAG2 RBTIRBMBNT CENTER, being duly
sworn according to law, deposes and says that the facts set forth
in the foregoing petition are true and correct to the best of his
knowledge, information and belief.
Sworn to and subscr~ed
be~..... this d'/ day
of -- =A,J' 200l.
At. J(~J~~
Notary Public . !)
Notarial Seal
DebI8 l. Swauger. Notary Public
Lower Allen Twp.. Cumberl8nd County
My Commission expires March 16, 2002
M.mber, PennsylVania Association 01 Notalies
),
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EXHIBIT "A"
JAN-23-01 TUE 15:~2
GATES & ASSOCIATES P. C.
FAX NO, 7319627
P. 08
IN RE:
THELMA. M. CBSSNA,
an alleged incapacitated
person
IN THB COURT OF COMMON PLEAS
CUMBERLAND COT.1N'I'Y, PBmlSYLVANIA
ORPHANS' COURT DIVISION
NO.
COIi'SENT TO SERVE ~S LIMI'l'BD GUARDIAN OF THB
PERSON OF THE ALLEGED INCAPACITATBD PERSON
1. NEIGHBORHOOD SeRVICES OF LANCASTER, INC., a Pennsylvania
nonprofit corporation, hereby COnsents to act as limited guardian
of the person of Thelma M. Cessna, the alleged incapacitated person
in the above-captioned proceeding.
2. NEIGHBORHOOn SERVICES OF LANCASTER, INC. is not the
fiduciary or an officer or employee of a corporate fiduciary of an
estate in which 'l'helma M. Cessna has an interest, nor is it the
sur~ty or an officer or employee of a corporate surety of such a
fiduciary.
3. NEIGHBORHOOD SERVICBS OF LANCASTER., INC. has no inter.ests
adverse to the interests of Thelma M. Cessna.
4. 'I'he officers, case managers and employees of NEIGHBORHOOD
SERVICES OF LANCASTER, INC. are u.s. citizens, and they are able to
speak. read and wI'ite the En91isb language.
Date~.WL_
NEIGHBORHOOD SBRVICES OF
LANCASTER, INC., a Pennsylvania
BY, nonprOfi~ion
Jh;;~ .. . .~,.__
VERNON L. FISHER, EXECUTIVE
DIRECTOR
EXHIBIT IIBII
JAN-23-01 TU~ 15:36
GATES & ~SSOCIATES F,e.
FP.x NO. 7318827
P 1 i'1
I ...V
IN RE:
THELMA M. CBSSNA,
analleqed incapacitated
person
IN 'I'D COUR.T OP' COMMON PLBAS
CUMBBRLAND COUNTY, PDlNSYL VANIA
ORPHANS' COURT DIV!SION
NO.
CONSBNT TO APPOINTMl!:bJT OF LIMITED GUARDIA)l
COMMUNITY 'I'ROBIJ:' COMPANY, being the attor.ney-in.ract for Thelma
M. Cessna pursuant to a Durable General Power of At~Qrney executed
by her on February 24, 1999, and having been notified of t.he
petition to adjudicate her an incapacitated person and to appoint
a limited guardian of her person, hereby consents to the
a,ppointment of NeighborhOOd Services of Lancast.er, Inc. as li,mited
guardia,n of Ule perSOrl of Thelma M. Cessna, to serve without bond.
COMMUNITY TRUST COMPANY,
a Pennsylvania chartered trust
company
~)
BY~,
SUSAN A.
COMMONWEALTH OF PENNSYLVANIA
ss:
COUNTY OF CUMBERLAlJD
,,, "'-t.( ~'
On this / the "",,v day of "LltL I 2001, before me, a
Notary Public, the undersigned ficer, ~rSOnallY appeared SUSAN
A. RUSSBLL, whO acknowledged herself to be a Trust Officer for
COMMUNITY TRUST COKPANY, a pennsylvania chartered trust company,
and that she as such Trust Offic~r, being authorized to 0.0 $0,
executed the foregoing document fOT the purposes therein contained
:by signing the name of the corporat.ion by herself as Trust Officer.
IN WITNESS WHER!Ot, I have set my hand and official Seal.
(2LJ1/ ;/,., ( .2J-
Notary ~bifc~
My Com:ni.ssion Expires:
\.c....
'10 ....",
Notarial Seal
Audry J. Ritter, N~ PubIIo
Hampden Twp., Cumberl8nd Cou,~mv
My Commission ExpIres Ju 1.2, 2004
Mernher, Pemsvlvanla~d~_
JAN-23-0: rUE 15:38
GATES & ASSOC;~TES p, C,
mx NO. 7318827
P, 10
IN :RE:
'l"HEUlA M. CBS SNA,
an alleqed incapacitated
person
IN THE COURT OP COMMON PLBAS
CUMBERLAND COUNTY, PQNSYLVANIA
ORPHANS' COURT DIV1SION
NO.
CONSBNT TO APPOI~ OF I"IMITED GUARDIAN
COMMUNITY 'I'ROB'I' COMPANY, being the attor.ney-in-fact for Thelma
M. Cessna pursuant to a Durable General Power of AttQ~ney executed
by her on February 24, 1999, and having been notified of the
petition to adjudicate her' an incapacitated person and to appoint
a limited guardian of her person, hereby consents to the
appointment of NeighborhOOd Services of Lancaster, Inc. as li,mi ted
guardia,n of the perSO;J of Thelma M. Cessna / to serve wi thout bond.
COMMuNITY TRUST COMPANY,
a Pennsylvania chartered trust
company
COMMONW~ALTH OF PE~mSYLVANIA
COUNTY OF CUMBERLAND
On this, the ;:!.S"'.( day of C\....'J'{-a:.L~ I 2001, before me, a
Notary Public, the undersigned ~r, ;6ersonally appeared SUSAN
A. aUSSBLL, whO acknowledged herself to be a Trust Officer for
COMMUNITY TROST COMPANY, a Pennsylvania chartered trust company,
and that she as such Trust Officer, being authorized to dt,) so,
e~ecuted the foregoing document for th€ purposes thereio contained
l:Jy Signing the name of the corporat.ion by herself as Trust Officer.
5S:
IN W7TNESS WHEREOF, I have set my hand and official seal.
/7 1 ;)
N&:~;:~J~/-
My Com..n.i.ssion Expires:
Notarial Seal
Audry J. Ritter, Notary PubIIo
Hampden Twp., Cumberland Coumv
My CommissiOn ExpI.... Ju 12, 2004
Member. PemsylvanIa~dNotl!lMl.l
IN RE:
THELMA M. CESSNA,
an alleged incapacitated
person
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-139
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Be it known, that on the ;)G/t day of.. 4k""l'It.!j/
2001, before me, the subscriber, a Notary PubIic, personally
appeared JOHN R.E. BOWEN, MSW, a Licensed social worker and
Director of Social Services for BETHANY VILLAGE RETIREMENT CENTER,
who, being duly sworn according to law, did depose and state as
follows:
1. I am an adult individual now employed as Director of
Social Services for Bethany Village Retirement Center, 325 Wesley
Drive, Mechanicsburg, Cumberland County, pennsylvania 17055.
2. Thelma M. Cessna is a resident at Bethany village
Retirement Center.
3. On /-?6/u~ ;23 , 2001, I personally presented and
explained the contents and terms of the following documents to
Thelma M. Cessna to the maximum extent possible:
(1) petition for Adjudication of Incapacitated Person and for
Appointment of Limited Guardian of the Person of the Alleged
Incapacitated Person; and
(2) Citation with Notice scheduling a hearing on said
petition for March 26, 2001.
SWO~3~SCRIBE.D
day of )
// le'~ ~~ ~/J
~E. BOWEN, MSW /
.') ..d..
before me, a Notary Pub lic, this ;c...6J
· 2001. ~(7(l- '. .
Notary PUbliC~
My Commission Expires:
NotarIal Seal
K8IWI L lIvIngston. Notary PublIc
Lower Allen Twp., Cumberland County
My Commission Expires Jan. 8. 2004
Member, PennsylVania AssociatlonotNotarfes..
"
IN RE:
THELMA M. CESSNA,
an alleged incapacitated
person
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-139
AFFIDAVIT OF SERVICE
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Be it known, that on the .<.J'/d day of ~c6'/''-k,,/'1
2001, before me, the subscriber, a Notary Pub 1 i6, personally
appeared SUSAN A. RUSSELL, a Trust Officer of COMMUNITY TRUST
COMPANY, who, being duly sworn according to law, did depose and
state as follows:
1. I am an adult individual now employed as a trust officer
by Community Trust Company, a pennsylvania registered trust company
having its principal offices at 3907 Market Street, Camp Hill,
Cumberland County, Pennsylvania 17011.
2. Community Trust Company is the attorney-in-fact appointed
by Thelma M. Cessna in a Durable General power of Attorney dated
February 24, 1999.
3. On ~c/a/'/..fJ , 2001, I personally accepted
service of the followlng documents on behalf of Thelma M. Cessna
and hereby certify that I am authorized to do so:
(1) Peti tion for Adj udica tion of Incapaci ta ted Person and for
Appointment of Limi ted Guardian of the Person of the Alleged
Incapacitated Person; and
(2) Citation with Notice scheduling a hearing on said
petition for March 26, 2001.
~~c?~-Q~
SUSAN A. RUSSEL , TRUST OFFICER
COMMUNITY TRUST COMPANY
day
SWORN TO AND SUBSCRIBED before me, a Notary Public, this
of ,:={ #~d ' 2001.
4~'W~
Not ry ~
My Commission Expires:
d3
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~:.
Notarial Seal
Audry J. Ritter, Notary Public
Hampden Twp., Cumberland County
My Commission Expires July 12, 2004
Member, pennsyIVaniaAssoCiatlOllof Notaries
'. '" ,',.J
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Thelma M. Cessna
Date of Death: April 3, 2001
File No.: 21-01-0139
To the Register:
I certify that notice of estate administration required by Ru1e 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
December 1.1., 2001.
Name Address
Angeline Sansone Kaufman 3622 Rock View, San Antonio, TX 78230
Margaret Ratican 52 South Kirklyn Avenue, Upper Darby, PA 19082
Rick and Helen Townsend 413 Boas Street, Harrisburg, P A 17102
James M. and Helen E. Hartman 611 West Keller Street, Mechanicsburg, P A 17055
Jeanne C. Guarnieri a/k/a Jean Guanniere 122 Lora Way, Roseville, CA 95661
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
r-
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Mark E. Halbruner, Esquire
Counsel for Personal Representative
Gates & Associates, P.C.
10 13 Mumma Road, Suite 100
Lemoyne, PA 17043
(717) 731-9600
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Dated: December 12..,2001
\, /6-c:21//- 7
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
R~~~TMENJ ~#30601
HA~BtJRG, F?At17128-0601
January 7, 2002
.02 JAN 11 P 3 :21
Telephone
(717) 787-3930
FAX (717) 772-0412
Law Offices of
Gates, Halbruner & Hatch,P.C.
1013 Mumma Road.- Suite 100
Lemoyne, Pa.17043
CIE:Hh
Cllmbe:i;~,
'..'_- '~)'.._i;
Re: Estate of Thelma M. Cessna
File Number 2101-0139
Dear Mr Halbruner:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before July 3,2002. Because Section
2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s)
will be granted that would exceed the maximum time permitted.
Sincerely,
1
,'1
,,:/'
/ ( Lf\-__/
/ ,.Jemey D.'Hollenbush, Supervisor
Document Processing Unit
Inheritance Tax Division
~
LAW OFFICES OF
GATES, HALBRUNER &-HATCH, P.C.
1013 MUMMA ROAD. SUITE 100. LEMOYNE, PENNSYLVANIA 17043
(717) 731-9600. FAX: (717) 731-9627
BRANCH OFFICE:
3 WEST MONUMENT SQUARE. SUITE 304
LEWISTOWN, PA 17044
(717) 248-6909
LOWELL R. GATES
Also Admitted to Massachusetts Bar
MARK E. HALBRUNER
Also Admitted to New Jersey Bar
CRAIG A. HATCH
CORY J. SNOOK
ALBERT N. PETERLlN
Also Admitted to Maryland Bar
WEB SITE:
www.GatesLawFirm.com
STACEY L. NACE
ParalegaVOffice Manager
TRACI L. SEPKOVIC
Paralegal
July 3, 2002
d
:'''':
Cumberland County Courthouse
Office of the Register of Wills
One Courthouse Square
Cariisle, P A 17013
c
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RE: Estate of Thelma M. Cessna
Estate No. 21-01-0139
Dear Sir or Madam:
Enclosed is a check in the amount of $5,220.32 as payment of the balance of
Pennsylvania inheritance tax due for the Estate of Thelma M. Cessna. Please send the receipt for
payment to our office in the enclosed envelope.
Please contact our office if you have any questions regarding the enclosed.
Sincerely,
j/CCC1 ).A~(/JfJ~-
t
Traci L. Sepkovic
Paralegal
Enclosures
cc: Community Trust Company, Administrator
f
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYL V ANJA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MARK E HALBRUNER ESQUIRE
1013 MUMMA ROAD SUITE 100
LEMOYNE, PA 17043
-------- fold
ESTATE INFORMATION: SSN: 204-01-3543
FILE NUMBER: 2101-0139
DECEDENT NAME: CESSNA THELMA M
DATE OF PAYMENT: 07/05/2002
POSTMARK DATE: 07/03/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 04/03/2001
NO. CD 001376
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,220.32
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: COMMUNITY TRUST COMPANY
C/O MARK E HALBRUNER ESQUIRE
CHECK# 8184
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$5,220.32
MARY C. LEWIS
REGISTER OF WILLS
lY~
PLEASE FILE TIllS REPORT WITHIN TWO YEARS OF DATE OF DEAm REGARDLESS OF
mE STATUS OF mE ESTATE. IF ESTATE IS NOT COMPLETED, FILE FORM 6.12 YEARLY
UNTIL COMPLETION.
Name of Decedent:
Date of Death:
v.iiIJ No.:
STATUS REPORT UNDER RULE 6.12
Thelma M. Cessna
April 3, 2002
21-01-0139
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: No
2. If the answer is No, state when the personal representative reasonably believes that the
administration wiIJ be complete: November 2002
3. If the answer to No. I is yes, state the following:
A.
B.
C.
D.
Date: July 9, 2002
r-'-.,f
Did the personal representative file a final account with the court? Nt A
The separate Orphans' Court No. (if any) for the personal representative's
account is: NtA
Did the personal representative state an account informally to the parties in
interest? NtA
Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphans' Court and may be attached to
this report.
?Z1AA.~1 ~
Mark E. Halb ner, Es uire
PA LD. # 66737
GATES, HALBRUNER & HATCH, P.C.
1013 Mumma Road, Suite 100
Lemoyne, P A 17043
(717) 731-9600
Capacity: Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG. PA 1712B-0601
RECEIVED FROM:
COMMUNITY TRUST CO
3907 MARKET STREET
CAMP HILL, PA 17011
__u__u fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 204-01-3543
FILE NUMBER: 21-2001- 0139
DECEDENT NAME: CESSNA THELMA M
DATE OF PAYMENT: 07/03/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/03/2001
REV-1162 EX(11-96)
NO. CD 000008
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
REMARKS: COMMUNITY TRUST COMPANY
CHECK# 6664
SEAL
INITIALS: AC
RECEIVED BY:
REx;ISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
AMOUNT
$35,625.00
$35,625.00
~. ..I
...
IN RE:
TIiEI.MA M. CFSSNA
an alleged incapacitated
person
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NC 21-01-139 ORPHANS' COURT
IMPORTANT NOTICE
CITATION WITH NO nCE
A petition has been filed with this Court to have you declared an Incapacitated Person. If the Court
finds you to be an Incapacitated Person, your rights will be affected, including our right to manage money
l
and property and to make decisions. A copy of the petition which has been filed by
M1\BK E. HALBRUNER, ESQ. is attached.
'Iou are hereby ordered to appear at a hearing to be held In Court Room No. _~, Cumberland
County Courthouse, Carlisle, Pennsylvania, on March 26, u_______' 2001 ,at 1:30 P.M. to
tell the Court why it should not find you to be an Incapacitated Person and appoint a Guardian to act on
your behalf.
To be an Incapacitated Person means that you are not able to receive and effectively
evaluate information and communicate decisions and that you are unable to manage your
money and/or other property, or to make necessary decisions about where you will live,
what medical care you will get, or how your money will be spent.
At the hearing, you have the right to appear, to be represented by an attorney, and
to request a jury trial. If you do not have an attorney, you have the right to request the
Court to appoint an attorney to represent you and to have the attorney's fees paid for you
if you cannot afford to pay them yourself. You also have the right to request that the Court
order that an independent evaluation be conducted as to your alleged incapacity.
If the Court decides that you are an Incapacitated Person, the Court may appoint a
Guardian for you, based on the nature of any condition or disability and your capacity to
"'..,
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make and communicate decisions. The Guardian will be of your person and/or your money
and other property and will have either limited or full powers to act for you.
If the court finds you are totally incapacitated, your legal rights will be affected and
you will not be able to make a contract or gift of your money or other property. If the court
finds that you are partially incapacitated, your legal rights will also be limited as directed
by the Court.
If you do not appear at the hearing (either in person or by an attorney representing yotJ) the court
will still hold the hearing in your absence and may appoint the Guardian requested.
By: 'm(l~ c. ~~'" ~
Cle , Orphans' Curt Dlvlslo -~
Cumberland County, Carlisle, PA
My Commission Expires 1 st Monday,
January, 2002
DA TED:
FEB. 14,2001
':4;""r~k~*~:c..:
~
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE FORM 6.12 YEARLY
UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No.:
Thelma M. Cessna
April 3, 2002
21-01-0139
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: No
2. Ifthe answer is No, state when the personal representative reasonably believes that the
administration will be complete: August 2003
3. If the answer to No.1 is yes, state the following:
A. Did the personal representative file a fmal account with the court? N/A
B. The separate Orphans' Court No. (if any) for the personal representative's
account is: N/A
C. Did the personal representative state an account informally to the parties in
interest? N/ A
D. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphans' Court and may be attached to
this report.
"~J:;{:)
'r~ /( {. '~
Mark E. Halbruner, Esquire
PA LD. # 66737
GATES, HALBRUNER & HATCH, P.C.
1013 Mumma Road, Suite 100
Lemoyne, P A 17043
(717) 731-9600
Date: May 22. 2003
cO '.?qUUl:J
L l: U\f 8Z A.UW (0.
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Capacity: Counsel for Personal Representative
'"
LAW OFFICES OF
GATES, HALBRUNER &-HATCH, P.C.
1013 MUMMA ROAD. SUITE 100. LEMOYNE, PENNSYLVANIA 17043
(717) 731-9600. FAX: (717) 731-9627
BRANCH OFFICES:
3 WEST MONUMENT SQUARE, SUITE 304
LEWISTOWN, PA 17044
(717) 248-6909
2917 NORTH FRONT STREET, SUITE 302
HARRISBURG, PA 17110
(717) 731-9600
LOWELL R. GATES
Also Admitted 10 Massachusetts Bar
MARK E. HALBRUNER
Also Admitted to New Jersey Bar
CRAIG A. HATCH
CORY J. SNOOK
ALBERT N. PETERlIN
Also Admitted to Maryland Bar
STACEY L. NACE
Paralegal/Office Manager
TRACI L. SEPKOVIC
Paralegal
VALERIE LONG
Paralegal
WEB SITE:
www.GatesLawFirm.com
September 29, 2004
CORRESPONDENCE ADDRESS:
Lemoyne Office
Cumberland County Courthouse
Office of the Register of Wills
One Courthouse Square
Carlisle, P A 17013
RE: Estate of Thelma M. Cessna
Estate No. 21-01-0139
Dear Sir or Madam:
Enclosed for filing is the final Status Report for the Estate of Thelma M. Cessna. Please
time-stamp the additional photocopy and return it to our office in the enclosed envelope.
Thank you for your assistance in this matter.
Sincerely,
-14zu'-f. #/CvvI"C
TIaci L. septc;~ic
Paralegal
Enclosures
cc: Community Trust Company, Administrator (wi enclosure)
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01
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF EST ATE IS NOT COMPLETED, FILE FORM 6.12 YEARLY
UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Thelma M. Cessna
Date of Death:
April 3, 2002
21-01-0139
Will No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes
2. Ifthe answer is No, state when the personal representative reasonably believes that the
administration will be complete: NtA
3. If the answer to No.1 is yes, state the following:
A. Did the personal representative file a final account with the court? No
B. The separate Orphans' Court No. (if any) for the personal representative's
account is: Nt A
C. Did the personal representative state an account informally to the parties in
interest? Yes
D. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphans' Court and may be attached to
this report.
~
p
~4~i~
Mark E. Halbruner, Esquire
PA LD. # 66737
GATES, HALBRUNER & HATCH, P.C.
1013 Mumma Road, Suite 100
Lemoyne, PAl 7043
(717) 731-9600
'-:~
Date: Septembet ~2004
Lf)
.........
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Capacity: Counsel for Personal Representative
C!....J
RI"V"l500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500 I d. Lj I - r'f
DEPARTMENT OF REVENUE G -
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21-01-0139
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Cessna Thelma M 204-01-3543
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
04/03/2001 07/23/1918 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
- -
3. Remainder Return
CHECK ~' Original Return ~' Supplemental Return B (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) ~Attach a copy of Trust)
BLOCKS 9. Litigation Proceeds Received 10. pousal Poverty Credit (date of death between D 11. Election 10 tax under Sec. 9113(A)
12-31.QlandH-95) (Attach Sch 0)
tll!s:_mjQNMP$tiji'l!l;lllMpl\ijti!Qll!U!.CQR~_.ll(QIWjPRjl!j)'tAillNgMiit!dN$ilQll!tigblea$lmd{
NAME COMPLETE MAILING ADDRESS
COR- Mark E. Halbruner, Esquire 1013 Mumma Road, Suite 100
RE- FIRM NAME (If Applicable) Lemoyne, PA 17043
SPON
DENT Gates, Halbruner & Hatch, P.C.
TELEPHONE NUMBER
717-731-9600
OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) 48,000.00
2. Stocks and Bonds (Schedule B) (2) 198,856.48. .1.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) O.OCt.
I~:.~
4. Mortgages & Notes Receivable (Schedule D) (4) 0.00
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 59,841. 96
6. Jointly Owned Property (Schedule F) --,
D Separate Billing Requested (6) 35,201.39
RECA-
PITULA- 7. Inter~Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) 2,000.00 . .
8. Total Gross Assets (total Lines 1-7) (8) 343,899.83
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 59,693.70
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 12,907.29
11. Total Deductions (total Lines 9 & 10) (11) 72,600.99
12. Net Value of Estate (Line 8 minus line 11) (12) 271,298.84
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) 0.00
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 271,298.84
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of Line 14taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) 0.00 X.O 00 (15) 0.00
TAX 16. Amount of Line 14 taxable at lineal rate 0.00 X.O 0.045 (16) 0.00
-
COMPU- 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00
TATION 18. Amount of Line 14 taxable at collateral rate 271,298.84 X .15 (18) 40,694.83
19. Tax Due (19) 40,694.83
20. D 1~l<H$ij~nfvoo.~gOmllill:lA~!lQQFAij~ijpiYMml
o PA 15001
ii-*~$\lfl$mQI\N$WIlll!\@!'iiVl'($tla:QNe~?:BR!iPffleoKMArffi&}
NTF 29755
Copyright 2000 GreatlandlNelco LP . Forms Software Only
PA !'lEV-15aO EX (6-00)
D C
Page 2
ecedents omplete Address:
STREET ADDRESS
Bethany Village, 325 Wesley Dr.
Cumberland
CITY I STATE I ZIP
Mechanicsburg PA 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)
40,694.83
0.00
35,625.00
0.00
Total Credits (A + 8 + C)
(2)
35,625.00
3. Interest/Penalty if applicable
D. Interest
E. Penaity
150.49
0.00
TotallnteresVPenalty (D + E)
4. If Line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund
5. If Line 1 + Line 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WillS, AGENT
(3) 150.49
(4) 0.00
(5) 5,220.32
(5A) 0.00
(58) 5,220.32
}~tg~~gX~~!g~+Ag~8tt8!i~~~G~~+i8~~~~~t!~i~~~~!!*:!I~~A~X'~~g~~ix+~~t~~~r}}
1 Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . ~ ;
. b. retain the right to designate who shall use the property transterred or ~s income; . . . . . . . . . . . . . . . . .
c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? ............................
2. If death occurred after December 12, 1962, did decedent transfer property within one year of death
without receiving adequate consideration? .................................................. 8 iiJ
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES.
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of ~rtury, I declare that I have examined this return including accompanying schedules and statements, and to the best of my
knowledge and belief, It is true, correct and complete. Declaration of preparer other than the personal representative is based on information of
which preparer has any knowledae.
SIGNATURE OF P RSQN..BESPONSIBLE FOR FILING RETUR _ 9?oT. E
c,,~'/ "'v::;7'G;.......--.-y. cJ<:'cc4'<>"'. < , t//"'Z-?/~1f::yJ-.cCY vz:;
ADDRESS .
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SIGNATipj.~ PRER REF,i-OTH TH
/! c..
ADDRESS
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DATE
4
0::2...
[72 P.S. 1 9116 (a)(1.1)(1)].
For dates of death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P,S. i 9116 (a) (1.1) (ii)J.
The statute does nOl AXAmnt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 19116(a)(1.2)].
The tax rate imposed on the net value of transfers to orforthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. Ii 9116(1.2) [72 P.S. %9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 119116{a)(1.3)]. A sibling is defined, under Section 9102, as an individual
who has at least one parent in common with the decedent, whether by blood or adoption.
o PA15002
NTF 29756
Copyright 2000 GreatlandlNelco LP - Forms Software Only
REY.1502 E~ + '1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Thelma M. Cessna
SCHEDULE A
REAL ESTATE
FILE NUMBER
21-01-0139
All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the
price at which property would be exchanged between a willing buyer and a willing seller. neither being compelled to buy or seU, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO.
DESCRIPTION
VALUE AT DATE
OF DEATH
1 1. Two and one-half story,
multi-family dwelling located
at 1919 Market Street in the
City of Harrisburg, Dauphin
County, pennsylvania; being
Tax parcel No. 09-079-010;
transferred to Thelma M.
Cessna by deed dated
12/10/1969 and recorded
12/10/1969 in the Office of
the Recorder of Deeds of
Dauphin County, at Deed Book
K, volume 55, page 344.
valuation per attached
Appraisal Report.
46,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
46,000.00
9 PA 15021 NTF 10871
Copyright 1999 GreatlandlNelco LP - Fonns Software Only
RE)/-1503 E~ + (1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Thelma M. Cessna
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-01-0139
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO.
11.
Federal Government
#395
DESCRIPTION
Obligations
VALUE AT DATE
OF DEATH
116,500.00
Account held in Decedent's
revocable trust; payable to
Decedent's estate at date of
death.
2
Series HH U.S. Savings Bonds
issued in 1999. Value reported
is face value. See attached
Inventory.
54,000.00
3
Series HH U.S. Savings Bonds
issued 1998. Value reported is
face value. See attached
Inventory.
24,500.00
4
Seven (7) Series E u.S.
Savings Bonds; $100.00 face
value each. See attached
Inventory.
3,856.48
9 PA15031 NTF10872
Copyright 1999 Greatland/Nelco LP - Forms Software Only
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
198,856.48
REV,'1508 EX + (1'97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Thelma M. Cessna
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
Allfirst Bank; Checking
Account No. 0022264671
FILE NUMBER
21-01-0139
All prop. jointly-owned with right of survivorship must be disclosed on Sch. F.
VALUE AT
DATE OF DEATH
Include proceeds of litigation & date proceeds were received by the estate.
ITEM
NO.
11.
DESCRIPTION
2,533.85
2
Bethany Village; Credit
Balance on Account
1,709.63
3
Cash found in Decedent's home.
211.25
4
Cash found in Decedent's home.
198.63
5
Cash found in Decedent's home.
12.62
6
Commerce Bank; Demand Deposit
Account
26,870.62
Account held in Decedentrs
revocable trust; payable to
Decedent's estate at date of
death.
7 Diamond solitaire style ring
and matching wedding ring.
Value based upon appraisal
performed by Munn's Diamond
Gallery, Ltd.
550.00
8 Federal Income Tax Relief
300.00
9 First Union; Checking Account
No. 1000633249224
386.65
10 Internal Revenue Service
Refund on 2000 personal income
tax
388.00
11 Internal Revenue Service
refund of 2001 personal
federal income tax for period
January 1, 2001 to date of
death.
2,215.00
12 Members 1st Federal Credit
Union; Savings Account No.
1248-00
1,684.51
Total from continuation pages
22,781.20
9 PA 15081 NTF 10875
Copyrighl1999 Greatland/Nelco LP - Forms Software Only
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
59,841.96
Schedule E (Page 2)
Estate of: Thelma M. Cessna
Item
No. Description
Value at Date
of Death
13 Miscellaneous personal Items
Valuation per attached
Appraisal
1,730.00
14 One red gemstone ring, set
with a round shape stone in a
yellow metal mounting. Value
per Appraisal performed by
Munnls Diamond Gallery, Ltd.
125.00
15 PNC Bank; Checking Account No.
5005657127
20,926.20
Total (Carry forward to main schedule)
22,781.20
REV'1509 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Thelma M. Cessna
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-01-0139
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Jeanne C. Guarnieri
ADDRESS
122 Lara Way, Roseville, CA
95661
RELATIONSHIP TO DECEDENT
None
B. Helen E. Hartman
601 West Keller Street,
Mechanicsburg, PA 17055
None
C. James M. Hartman
601 West Keller Street,
Mechanicsburg, PA 17055
None
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR MADE Include name of financial institution and bank DATE OF DEATH DECO'S VALUE OF
JOINT account number or similar Identifying number.
NO. TENANT JOINT Attach deed for jointly~held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
11. DFA. 07/26/1995 Allfirst Bank; Certificate 0
Deposit No. 80000002028544
See Schedule G for detail on
purchase of asset on March 2 ,
2001. 12,011.89 33.300 4,003.96
2 IH 07/26/1995 Allfirst Bank; certificate OF
Deposit No. 87008140016888 10,012.23 33.300 3,337.41
3 A 07/26/1995 Allfirst Bank; Certificate 0
Deposit No. 87008140016896 10,012.23 50.000 5,006.12
4 F 03/15/1983 First Union; Certificate of
Deposit No. 247412062199181 10,023.09 50.000 5,011.55
5 G 01/21/1995 Members 1st Federal Credit
Union; certificate of Deposi
NO. 1248-2 10,003.62 50.000 5,001.81
6 G 07/23/1993 Members 1st Federal Credit
Union; Certificate of Deposi
No. 128-43 15,677.73 50.000 7,838.87
7 G 07/22/1995 Members ~st Federal Credit
union; certificate of Deposi
No. 1248-44 10,003.33 50.000 5,001.67
TOTAL (Also enter on line 6, Recapitulation) $ 35,201.39
9 PA 15091
NTF 10876
(11 more space is needed, insert additional sheets 01 the same size)
Cop)li\gh\ 1999- Gma\\amllNe\co lP . Forms Software Only
Estate of: Thelma M. Cessna
Name
D Elizabeth Higby
E Ted Higby
F Margaret Ratican
G Angeline Sansone Kauffman
H Helen Townsend
I Rick Townsend
F part 1 (page 2)
Address
306 Erie Street, Dauphin, PA
17018
306 Erie Street, Dauphin, PA
17018
52 South Kirklyn Avenue, Upper
Darby, PA 19082
3622 Rock view, San Antonio,
TX 78230
413 Boas Street, Harrisburg,
PA 17102
413 Boas Street, Harrisburg,
PA 17102
Relation
None
None
None
None
None
None
RE\,oo1510 EX + (1-97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
EST ATE OF
Thelma M. Cessna
FILE NUMBER
21-01-0139
This schedule must be completed and filed if the answer to any of questions llhrough 4 on the reverse side of the REV.1500 COVER SHEET is yes.
ITEM
NO.
11.
DESCRIPTION OF PROPERTY
iNCLUDE NAME OF THE TRANSFEREE, THEIR
RELATIONSHIP TD DECD & DATE OF TRANSFER.
ATTACH COPY OF THE DEED FOR REAL ESTATE.
Allfirst Bank; Certificate of
Deposit No. 80000002028544
On March 27, 2001, Thelma M.
Cessna purchased the
Certificate of Deposit for
$12,000.00 in joint names with
Elizabeth Higby and Ted Higby;
therefore, gifting $4,000.00
to each of the joint owners.
An exclusion of $3,000.00 is
being deducted for the gift to
each of the joint owners. The
decedent's portion of the
asset is reported on Schedule
F. See Schedule F for date of
death taxable value of asset.
DATE OF DEATH
VALUE OF ASSET
%OF
DECD'S
INTEREST
EXCLUSION
(IF APPLICABLE)
T AXABLE VALUE
12,000.00
66.700
6,000.00
2,000.00
9 PA15101
NTF 10877
TOTAL (Also enteron line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,000.00
Copyl'ig\\t 1999 Gr~1\andlNelco lP . Forms SotlW&le Only
REV-1511EX' + (1-97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Thelma M. Cessna
FILE NUMBER
21-01-0139
Debts of decedent must be reported on Schedule L
ITEM
NO.
A.
1.
1
AMOUNT
DESCRIPTION
FUNERAL EXPENSES:
Diocese of Harrisburg -
of Catholic Cemeteries;
memorial for gravesite
Office
bronze
1,197.50
2
Fackler-Weidman Funeral Home
8,267.00
Total from continuation pages
950.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) conununity Trust Company
Social Security Number(s)/EIN No. of Personal Representative(s)
SlreelAddress 3907 Market Street
City Camp Hill Stale FA Zip 17011
21,982.94
Year(s) Commission Paid: 2001, 2002
2.
3.
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
22,500.00
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
326_00
5. Accountant's Fees
6.
Tax Return Preparer's Fees
97.50
7.
1
Chuck Bricker, Auctioneer
fee for appraisal of personal
items
60.00
2
City Treasurer/City of
Harrisburg
utility Service
607.12
Total from continuation pages
3,705.64
TOTAL {Also enter on line 9, Recapitulation} $
(If more space is needed, insert additional sheets of the same size)
59,693.70
9 PA15111 NTF 10878
Copyright 1999 GreatJand/Nelco LP - Forms Software Only
Item
No.
3
Schedule H part 1 (Page 2)
Estate of: Thelma M. Cessna
Description
Amount
Office of Catholic Cemeteries
purchase of interment space at
Holy Cross Cemetery
Total (Carry forward to main schedule)
950.00
950.00
Schedule H part 2 (Page 2)
Estate of: Thelma M. Cessna
Item
No.
Description
Amount
3
Community Trust Company,
Trustee
84.07
4
Cumberland Law Journal
Publication of Estate Notice
75.00
5
Dauphin County Tax Claim
Bureau
Unpaid real estate taxes for
tax year 2000
391. 97
6
Department of State
Fee to obtain death
certificate of Paul Smith,
joint owner on E Bonds, who
predeceased Thelma M. Cessna
30.00
7
Duty's Lock & Key
Replacement of locks at 1919
Market Street
138.11
8
Foremost Insurance Group
Homeowners insurance coverage
on 1919 Market Street property
to April 1, 2002
674.28
9
Goodwill Industries of PA
Shredding of personal papers
and documents
84.80
10
H.B. McClure
Fuel Oil delivered to 1919
Market Street property
865.63
11
Ianni Abstract Co.
Fee for title search on 1919
Market Street property listed
on Schedule A.
87.00
12
James A. Harper
House Cleaning
30.00
13 James H. Hess, CPA
Fee for preparation of 2000
personal income tax returns
116.00
Total (Carry forward to main schedule)
2,576.86
Estate of: Thelma M. Cessna
Item
No.
Description
Schedule H part 2 (Page 3)
Amount
Total (Carry forward to main schedule)
14
Munn's Diamond Gallery, Ltd.
Appraisal of jewelry items
listed on Schedule E
15
The Patriot-News Co.
Publication of Estate Notice
16
PP&L
17
Rothman Schubert & Reed,
Realtors
Appraisal of 1919 Market
Street property (3-unit small
residential property)
18
u.S. Search
Search company to locate
beneficiary, Jeanne Guarnieri
19
UGI
20
United States Post Office
Postage
50.00
225.30
169.56
450.00
99.90
118.02
16.00
1,128.78
RE'v.~512 EX + (1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Thelma M. Cessna
Include unreimbursed medical expenses.
ITEM
NO.
1.
1 Albert Pharmacy
Pharmacy Bill
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-01-0139
DESCRIPTION
AMOUNT
310.60
2 Arthur Rhodes
Maintenance and repair to
furnace and broken basement
window at 1919 Market Street
property
366.00
3 AT&T
Phone Service
2.26
4 Beacon Medical Group
60.85
5 Bethany Village
2,709.05
6 Capital Asset Research Corp.,
Ltd., as custodian for City of
Harrisburg for satisfaction of
Judgment entered at Dauphin
County Docket No. 683 MLD28
3,586.74
7 City of Harrisburg
Satisfaction of Judgment
entered at Dauphin County
Docket No. 32 of 1997
2,461.69
8
City Treasurer/City of
Harrisburg
Utility Service
69.64
9 Eshenaur Fuels, Inc.
Satisfaction of Judgment at
Dauphin County Docket No. 88N
1276 of 1988
388.14
10 Gates & Associates, P.c.
Legal fees for pending
guardianship proceedings
787.47
11 H.B. McClure
Fuel Oil delivered to 1919
Market Street property
213.55
Total from continuation pages
1,951.30
9 PA 15121
NTF 10874
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
12,907.29
Copyright 1999 GreatlandlNelco LP - Forms Software Only
Schedule I (Page 2)
Estate of: Thelma M. Cessna
Item
No. Description
Amount
12 Harrisburg School
District/City Treasurer
Real Estate Tax on 1919 Market
Street
1,265.89
13 PA Department of Revenue
576.95
14 PP&L
37.43
15 Quantum Imaging & Therapeutic
Radiology Services; medical
expense
14.98
16 UGI
33.02
17 Verizon
23.03
Total (Carry forward to main schedule)
1,951.30
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FI LE NUMBER
Thelma M. Cessna
21-01-0139
RELATIONSHIP TO DECEDENT AMOUNT OR
Do Not List Trustee(.) SHARE OF ESTATE
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 1. Jeanne C. Guarnieri
122 Lora Way
Roseville, CA 95661
1. certificate of Deposit
that Decedent owned jointly
with Jeanne C. Guarnieri:
Schedule F, Item 3 (Total:
$5,006.12)
2. In Item VII of
Decedent's Will, Decedent
devised all the remainder of
her estate to Jeanne
Guarnieri. (Residue of estate:
$183,269.95)
None 188,276.07
Total from continuation pages 83,022.77
ENTER DOLLAR AMTS. FOR DISTRIBS. 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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
0.00
9 PA 15131
NTF 10880
(If more space is needed, insert additional sheets of the same size)
Cop'Jrignt \999 Great\aru:lINe\oo lP - Forms Software Only
Estate of: Thelma M. Cessna
Item
No.
Description
2
Helen E. Hartman
601 West Keller Street
Mechanicsburg, PA 17055
Article V of decedent's will
bequeaths a certificate of
deposit which decedent
maintained in joint names to
Helen E. Hartman and James M.
Hartman; however, no joint
certificate of deposit with
the Hartman's existed at date
of death.
3
James M. Hartman
601 West Keller Street
Mechanicsburg, PA 17055
Article V of decedent's
will bequeaths a certificate
of deposit which decedent
maintained in joint names to
Helen E. Hartman and James M.
Hartman; however, no joint
certificate of deposit with
the Hartman's existed at date
of death.
4
Elizabeth Higby
306 Erie Street
Dauphin, PA 17018
1. Certificate of Deposit
that Decedent owned jointly
with Ted Higby and Elizabeth
Higby: One-Half (1/2) of
Schedule F. Item 1
2. One-Half (1/2) of
Schedule G, Item 1, value of
transfer of certificate of
deposit within one year prior
to date of death ($1,000.00)
Schedule J part 1 (Page 2)
Relation
Amount
None
0.00
None
0.00
None
3,001.98
Total (Carry forward to main schedule)
0.00
Schedule J part 1 (Page 3)
Estate of: Thelma M. Cessna
Item
No.
Description
Relation
Amount
5
Ted Higby
306 Erie Street
Dauphin, PA 17018
1. Certificate of Deposit
that Decedent owned jointly
with Ted Higby and Elizabeth
Higby: One-Half (1/2) of
Schedule F, Item 1
2. One-Half (1/2) of
Schedule G, Item 1, value of
transfer of certificate of
deposit within one year prior
to date of death ($1,000.00)
3,001.98
None
6
Margaret Ratican
52 South Kirklyn Avenue
Upper Darby, PA 19082
1. Certificate of Deposit
that Decedent owned jointly
with Margaret Ratican:
Schedule F, Item 4
5,011.55
None
7
Angeline Sansone Kauffman
3622 Rock View
San Antonio, TX 78230
1. Certificates of Deposit
that Decedent owned jointly
with Angeline Sansone
Kauffman: Schedule F, Items 5
- 7 (Total: $17,842.35)
2. Per Item III of
Decedent's will, Decedent left
her house and its contents to
Angeline Sansone Kauffman,
itemized as follows:
Real Estate, Schedule A
(Value: $48,000)
Contents, Schedule E,
Items 7, 3-5, 12-13 (Total:
$2,827.50)
68,669.85
None
Total {Carry forward to main schedule}
0.00
Estate of: Thelma M. Cessna
Item
No.
Description
8
Helen Townsend
413 Boas Street
Harrisburg, PA 17102
1. Certificate of Deposit
that Decedent owned jointly
with Rick Townsend and Helen
Townsend: One-Half (1/2) of
Schedule F, Item 2
9
Rick Townsend
413 Boas Street
Harrisburg, PA 17102
1. Certificate of Deposit
that Decedent owned jointly
with Rick Townsend and Helen
Townsend: One-Half (1/2) of
Schedule F, Item 2
Schedule J part 1 (Page 4)
Relation
Amount
None
1,668.70
None
1,668.71
Total (Carry forward to main schedule)
0.00
H105.805 REV 9186
This is to certifY that the. infotmation here given is correctly copied from an original certificate of death duly filed with
Lp~a1 ReglSrrar. The ongInal cernficate will be forwarded to the Stare Vital Records Office for permanent filing.
me as
WARNING: It Is illegal to duplicate this copy by photostat or photograph.
No.
/,4,,) J'~
"
Fee for this cenificate, $2.00
p
7420816
.i;Lr..r: 0 (
Date
111o;'_JRoo.L',7
COMMONWEA'LTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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325 wesley Dr.
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('I
LAST WILL AND TESTAMENT
OF
THELMA M. CESSNA
Register of Wills of CUMBERLAND County, Pennsylvani~
Certificate of Grant of Letters
No. 2001-00139 PA No. 21-01-0139
ESTATE OF CESSNA THELMA M
(LA~l, ~lK~l, M1UUL~j
Late of
LOWER ALLEN TOWNSHIP
CUM~~KLANU CUU~lY,
Deceased
Social Security No. 204-01-3543
day of December
2001 an instrumen~
WHEREAS, on
dated Auqust
was admitted to
the 5th
27th 1996
probate as the last will of CESSNA THELMA M
(LA~l, ~lK~l, M1UUL~)
late of LOWER ALLEN TOWNSHIP
3rd day of April 2001 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters of ADMINISTRATION C.T.A.
to COMMUNITY TRUST CO
who has duly qualified as Administrator {rix} C.T.A.
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF,
of my Office the 5th day
CUMBERLAND County, who died on the
I have hereunto set my hand and affixed the seal
of December 2001.
* *NOTE* * ALL NAMES ABOVE APPEAR (LAST. FIRST. MIDDLE)
-
LAST WILL lIIID TBBTlUIIlJlT
BE IT REMEMBERED THAT
I, THELMA M. CESSNA, a resident of Dauphin County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TESTAMENT, hereby revoking any and all Wills and Codicils
previously made by me.
I
I direct that all my just debts and' funeral expenses shall be
paid from my residuary estate as soon as practicable after my
decease.
II
I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed,
shall be paid from my residuary estate as a part of the expense of
the administration of my estate.
III
I give, devise and bequeath a certificate of deposit which I
maintain in joint names, my house and all of its contents to
ANGELINE SANSONE KAUFFMAN, per stirpes.
IV
I give and bequeath a ceDtiticate of deposit which I maintain
in joint names to MARGARET RATICAN, per stirpes.
V
I give and bequeath a certificate of deposit which I maintain
in joint names to HELEN TOWNSEND and RICK TOWNSEND, or the survivor
thereof, per stirpes.
VI
I give and bequeath a certificate of deposit which I maintain
in joint names to HELEN E. HARTMAN and JAMES M. HARTMAN, or the
survivor thereof, per stirpes.
VII'
I give, devise and bequeath a certificate of deposit which I
maintain in joint names, as well as all the rest, residue and
remainder of my estate, to JEAN GUANNIERE, per stirpes.
VIII
I nominate, constitute and appoint HELEN E. HARTMAN and JAMES
M. HARTMAN as Co-Executors of this LAST WILL, to serve without
bond.
If either is unable or unwilling to act in that capacity,
then the other may act alone as Executor of this LAST WILL, to
serve without bond.
IN WITNESS WHEREOF, I, THELMA M. CESSNA, have set my hand to
this LAST WILL this .;!'7Y1.. day of {l,.<Ff-, 1996.
>J" f; ~/!/I.
/,', ;'1/(('(. .///.
'THELMA M. CESSNA
,.
."
2~0'~1i~-.
Signed, sealed, published and declared by the above-named
THELMA M. CESSNA, as and for her Last Will and Testament, in the
presence of us, who, at her request and in her presence, and in the
presence of each other, have hereunto subscribed our names as
witnesses.
,~/~
~~),(QiV' ., ilA1'~~
ACxNOWLEDGEHENT
COMMONWEALTH OF PENNSYLVANIA
55.
COUNTY OF CUMBERLAND
I, THELMA M. CESSNA, 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 as my free and
voluntary act for the purposes therein expressed.
I --/ ~
/ k;>/I/DC . /jl
orHELMA M. CESSNA
---6'
~ -;'. /. ///1.....
Sworn or affirmed to and acknowledged before me
CESSNA, Testatrix, this ,;''7 w.- day of Huy<-,sr
by THELMA M.
, 1996.
::_;\t"-~.A;:I
7I;~:~fi';
__~_. ~__~_"0~~>:
~:C~.:):,/.i:~'~"
_I';:'~_- :'i';:,,~_,:y.-,,_:' .r.t:
:'~,:: ..~~;~~:-);' r~'_:f",)~
.~\' " \', __,,<" -.It . ~.~.
,/. " - ...~-
'<::f;_7~~~:" .
-,
t. CLt,.~ }/I.
Notary Publl.c
"t,?, "{L
AFFIDAVIT
Notarial Seal
Diane M. Smith, Notary Public
Mechanicsburg Sora, Cumberland County
My CommiSSion e)(~:ur.s June 22, 2000
COMMONWEALTH OF PENNSYLVANIA
55.
COUNTY OF CUMBERLAND
K ;.V\ / Y1 I rvl. ",/..,;.1::.,
We ,/lare I tl,'nI4.J and I-.(J.CI,'Jc". U > ~
, '
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 sign and execute the
instrument as her LAST WILL; that THELMA M. CESSNA, signed
willingly and that she executed it as her free and voluntary act
for the purposes therein expressed; that each 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 the time 18
years of age or more, of sound mind and under no constraint or
undue influence.
l&j{//?~
~Jci/(il' AJ4I1. ~~
Sworn or affirmed to and acknowlodged before me
this ,:('7 IiJ..- day of f'},'fAJ.d ,1996.
I~~/r-:. )n. J,~
Notary Public
NolarialSeat
Diane M. Smith. Notary Public
MtchanlCsburg Boro. Cumbef1ana County
Mv CommiSSIOn ExOtres June 22. 2000
THELMA M. CESSNA
REVOCABLE TRUST
Decedent's estate is the beneficiary of the
trust; therefore, any assets held in the trust
during decedent's lifetime are reported on
the appropriate probate schedules.
A copy of the trust is attached for
informational/reference purposes.
COMMUNITY TRUST COMPANY
1013 Mumma Road, Suite 202
Lemoyne, Pennsylvania 17043
(717) 731-9604; Fax (717) 737-7834
.:\r _~:::., ",-=-,
:1' - .'\",'
,"- \.
w
LIVING TRUST
THIS AGREEMENT
between THELMA M.
Pennsylvania 17103,
regulated Pennsylvania
Mumma Road, Suite 202,
is made this 24th day of February, 1999, by and
CESSNA of 1919A Market Street, Harrisburg,
the "Settlor", and COMMUNITY TRUST COMPANY, a
trust company with its corporate offices at 1013
Lemoyne, Pennsylvania 17043, the "Trustee".
WITNESSETH
FIRST: Settlor grants, assigns, and delivers over to Trustee, and its successors,
the assets described on Schedule "A" annexed hereto, and the assets, together with all
other assets, real or personal, that may be added hereto at any time, shall be held by
Trustee, in trust, upon the terms herein detailed.
SECOND: Trustee shall distribute the net income to Settlor during Settlor's
lifetime in installments no less frequent than quarter annually, and shall further
distribute to Settlor such sums from principal, up to the entirety thereof, as Settlor
shall from time to time request. Upon Settlor's death. Trustee shall distribute all trust
assets to the personal representative of Settlor's estate to be administered and
distributed as a part of Settlor's probate estate.
THIRD: Trustee may apply directly the net income of this Trust for the support of
Settlor, should Settlor, by reason of age, illness, travel, incapacity, or any other cause
in the opinion of Trustee, without intervention of a guardian, be unable to disburse it;
and Trustee is further authorized to expend or apply from the principal of this Trust such
sums as it, in its sole discretion, may from time to time think advisable for the health,
maintenance, and support of Settlor and to maintain Settlor in the station of life to
which accustomed at the creation of this Trust.
FOURTH: Settlor may at any time pledge or assign the assets of this Trust as
collateral for any debt or other obligation of Settlor or anyone else.
FIFTH: Trustee, and its successors, shall have the following powers, in addition
to those granted by law:
(al To retain, dispose of and in-vest in any real or personal
property, including securities of any corporate trustee, without restriction
to legal investments and without regard to diversification; to invest in
common trust funds maintained and administered by any corporate trustee.
(b) To repair, alter, improve or lease, for any period of time, any
real or personal property and to grant options.
(c) To sell at public or private sale, for cash or credit, with or
without security, on such terms as Trustee deems proper; to exchange,
encumber or partition any real or personal property, and to grant options for
sales or exchanges.
{d} To register any trust assets in nominee name or in such manner
that title shall pass by delivery; to vote securities by proxy.
(e) To compromise claims.
~ , ., I
(f) To exercise all power, authority and discretion given by this
Agreement after the termination of this Trust until the same is fully
distributed.
SIXTH: Subject to the approval of Trustee, anyone may add property, real or
personal, to the principal of this Trust ~y deed, Will or otherwise.
SEVENTH: Trustee shall receive compensation for the performance of its functions
hereunder in accordance with its standard schedule of fees in effect from time to time
during the period over which its services are performed.
EIGHTH: Settlor reserves the right by an instrument in writing intended to take
effect during Settlor's lifetime signed by Settlor and delivered to Trustee to revoke or
amend this Agreement in whole or in part, provided that the duties, powers and liabilities
of Trustee shall not be substantially changed without its written consent.
NINTH: The situs of this Tr~st for administrative and accounting purposes shall be
in the County of Cumberland, Commonwealth of ~ennsylvania, and all quest~ons pertaining
to the construction or validity of the provisions of this Agreement shall be governed by
the laws of the Commonwealth of Pennsylvania.
TENTH: References herein to IITrustee" shall be deemed to include any successor
Trustee and any Co-Trustee. Use of singular number and neuter gender is not conclusive
of number and gender and shall be deemed to apply to plural number and masculine and
feminine gender where applicable and appropriate.
ELEVENTH: Should Settlor so request, Settlor may vote by proxy shares of stock of
the corporate trustee.
TWELFTH: No part of the trust principal shall be liable for or charged with any
debts, contracts, liabilities or torts of Settlor or subject to seizure or other process
by any creditor of Settlor,
r.N WITNESS WHEREOF, the parties hereto have cause this Agreement of
Trust to be executed on the date first above written.
(I~~/
9n ~2{/~u'
/
SETTLOR:
&1" ,^
- l4-k-A"
Thelma M.
1"'" a
" --
cesia .
.~..-r .-:'
WITNESS:
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF
On this, the 24th day of February, 1999, before me, a Notary Public,
the undersigned officer, personally appeared Thelma M. Cessna, known to
me (or satiSfactorily proven) to be the person whose name is subscribed
to the within Trust Agreement, and acknowledged that he/she executed ~he
same for the purposes therein contained.
r.N WITNESS WHEREOF,
/7 " J, j'
(_l.{fi/U-,K ~~ ,:/J(lt):flj) 10
Nptary Public
My Comrdss~,m Expires:
I have set my hand and official Seal.
Notanal Seal
JeanOllo L lima...., NolaI\' Public
.... Monoghon Twp., VOlt< clHlIlIy
,n, CommlsaIon El<pIros Sept. 9, 2002
Memoer, PennsytVama ASSOCIation ot Notaries
ATTEST:
TRUSTEE:
CO~rTY TRUST COMPANY
~~,-,
. i). (Title,
-' ~
X--,/.-..--,~~ ~/
This Agreement should be reviewed by your attorney.
MANAGEMENT TRUST. INDIVIDUAL
REPORT OF ASSETS PAGE
FOR ACCOUNT 2200125 COMMUNITY TRUST COMPANY TRUSTEE
UNDER AGREEMENT DTD 02/24/99 OF THE
THELMA M CESSNA REVOCABLE TRUST
AS OF 04/03/01
Units
Price
Market Value
04/03/01
Book
Value
BANK ACCOUNTS
DEMAND DEPOSITS - OTHER BANKS
1. COMMERCE BANK 26871
MONEY MARKET FUNDS
2. FEDERATED GOV'T 116500
OBLIGATIONS FD #395
1.0000
26,870.62
26,870.6:
1.0000
116,500.00
116,500.0C
------------- -------------
------------- -------------
TOTAL BANK ACCOUNTS
143,370.62
143,370.6:
TOTAL INVESTMENTS
143,370.62
143,370.6:
INCOME CASH ON HAND
PRINCIPAL CASH ON HAND
533.48
0.00
533.48
0.00
TOTAL ASSETS
TOTAL CASH 533.48
143,904.10
143,904.10
PA REV-1500
SCHEDULE A
REAL ESTATE
~AL-6P
ROlHIAAH
REED REAL TCl!l
APPRAISAL OF
A SMALL RESIDENTIAL INCO~IE PROPERTY
LOCATION :1919__
HanIsburg
PA
17107
CLIENT
: Commtnty 7II1II C.
3907 Market SlreeI, C..p HI, PA 17011
AS OF DATE
:1/4102
A P P R A IS E R :CIomentA. Leo, CREA
o..~......F_far'N""""11j>,o.. I..w.GLI'U.\l1
ROTHMAN, SHUBERT & REED REALTOR
Community Tru:.l LtJ
39()H.wkeISlre..~ Camp Hill. PA 1/011
In accordance with your request, I have personally
inspected and appraised a,,, property located at;
1919 Markel SIJeeI
Hanlsburg
PA
17101
The purpose of the appraisal was to estimate the DIu' kel
value of the property. as improved. in unencumber~J fe,;.,:
simple title ur uwnership.
The subject property consists of:
12 Rooms
.- n~diOOn-iS
i~=I!~IJili.j=
The Traditional slyle residence contains
Gross Liviug Area.
It is my opinion thallhe estimated market value of the
property as uf 1/4102 is $ 48,000
2,480 s~ uare fecI of
The above inf.lrmali.JI} has been automatically extracted
from the Ullj,r.llsal .IlIJ inserted in this cover page.
Respectfully submitted,
~Jek
Clement A. Leo, eBEA
CMyOneFClfIMforlMndoln.1ft7 1 ~U.OAY1
SMALL RESIDENTIAL INCOME PROPERTY APPRAISAL REPORT
File No 2CAL-SP
~Mdl~,!_1~1~MarketShet City HIIrisbLra _ Sl_...f~ ~~-...... 17~Q?
..............., c-,O!!!l!!!l! _
~INa Q9.(J79-Q10 Tuy,..2001 U.T_S ~,~~~..-.sNJA
N.........."~. N_ ....~ 1IIIlI1&410 ---!;~~l\" 0212
Borrow.. Es!~JllelmaCesn c.n.o- ltleImaCessn8Est - "Ix/Owner I~-::- IXlv~_
"'~~lI!>!':WI.- IxIF..Si...... Ill.aaIWcI. ll'toiea.~ .1 PUP I Ir. ,- __nf" '''-
w.&PriceS NJA o..olS'" N1A ..... ."'-'-..~.""\~_ . .........""....., NlA
l.m.W/aient ~ommlrilYlrustCO A.w- 390lMIrMISfleet.CaaDHI.PA m111
Clement~. Leo CREA .~ 308 E.'" Penn ""'" _ P~ 17025
! ~ f- SuIlwbla ~'j:.,,'" i'I....IoaIiaaISiI.jOi. SiIltkf..,,1ilNMII Plc...,~~ HfUAiI,y",--
X Ov<<75% 15.1$% 11....1S% f,,"iIJOocupM.:y PIJCE AGE ~i.I~"Y PlUCE
....i4 ~ s.tebk ~'- ~ 0- ~ ~ 40 X-f..'..... 30 low _
1--.., ~ Slllbl8 _ ~ r. r.-. 200 IIiIIIIl 100 X_!,<""'ll ~__l.liIk....-.
Short... Xla~ o"..SupplynV_to-S':.1 __.1:........ XI,,,,.,,.(o.."~1 ----1'r.''''!!!!e.
IX I";;. fl,' \' ...... ~.~ tAl BO ,,~.\ 80
lyPic:IIHF.IIIliJyBlq.Type JracItional NcJ'gSl - 2.5_--~_No.e 3 -g ~"-_"'. J'nM",.. .w.", Y~J"a......
l'~Il"'IS __ l.ooo.s 1.4Q........ X SiaN.. ~ o..f",_ _ ,q X hlllLil,1y t .IUbly
Eat.~A~K.IIICy 2 _"..... Sllil;kl ~ ,.u." _ . i piRICQIllI:
. """-i. u'" 00...--0""" ""d.,>.~ _ ::::.::':. = 1:~
L- ~__,I
'-"a
Built Up
.........
Propmy v......
-""',
NOTE: JtK.and,I,...mt~...ollblpej~.._"""C'Kl..
'INei~"""',<.lI''''''iJ'''''''''''''_ BolDdrfesan;l19thStreot,2JIhStreet. __~ _._.. _
i;;:-.:;;;;.:;;:,~~~-.;:;:;.~;:.;_..;, ~~::;..:;._",_
~ com",,,edw'!h '''!!!Ile ,_......,10,'-'_. end__. ""'oIer_....mllftet..olI1er r~errI_ood.. _
Thc~witI.~\~i1:.U.lillipyl,.-........~__I..,.............~"I'.'I'."li..lIlI....IIIIlj<<I......,.....Mi<<".~".ubado,.., RIb~iJ:i..... ...."
maI....,"lbeu"c.........y~~""......CDCpd".._....a.;.a...~ia....~lk'il.~...._.........."lI';.,,:hD.lIo... .:tiaIIMIIlbj.u
Dl..,"" ,Li..I"',,, "..,,;;_.1. ......... ........a....o.. ..1....' -wdIttw1_.li"....... n..lill rr.."mr,.wu~...d"'...,.. 1,.."".IIIft...,,~'TIIIllvlbr"'"
m ~I I SIlIUECT COMPAll \6tEI.ISnNO}l'1 I rmU'WBWiLfST1NG ~:'J ! COMPAIlABllill~nNONO
A...".. 1919-HarketSfreet 1918 UarQtS1teet 1245~ktlbMyStr8et 17N15lhStreet
tl!'fISb!!rJI H........._ ~~. "'-'
~2!!!"!'!t~;:i~"j",,' 1'1:- SMleBJoct 881oclo;s 2BIoc:ks
: h~!'!>.!!.- _ L~'A IXIUnlin nFum.S 7i900IX"J;~~ I IF_.s - ~lxlupl'unl. I IFtm.s ~
.....~_ ~I~ 2.400 2~ ).'
....,._. I~ . CPM\. .. CPII. CPML
!l!!i!!!T.~"!'"""'A: !L_.!!U3.0~_!ll---L._ r-l~=::]_:=~ ~ 1~--Y-
~ ~..~'''!!!- y~'~, !'hil!- !910 .__ J~10 J!1G
~,j}~.~,,"I'''~L.._ _ .
c...~... ".""p 10 1Ub.... pIOpIIty; C~!l:!ar'" Matm ..1oc~1ed In thlIlam.! mwilet we. 8ltllblect omoertv'n
~ Mad.Mc.,"cli.\,.,"'II..ol..,.&Q:l...'-iIy........,II"...ItIIIjMIIlIi........("""..............''''jpWo........~of......l'IIM,...'''''"''",,.,,~,and
....~.""ll'im"I.....J .1\C,..~u...-........itllbe.~___Npldinll"'iIII~I.;,II...Iluyd&Mo;,...._...-....id:llll,ji<*ioDofualdtialioaatprioC'l,
II\'CPtl<lJaya""",~,h'l-..ll...wchlnr_putw"" -.: Propertywluesarestable!!'j~hlWltsslohtIJ_8:i~:l8llllimt.
Dillllalil)lll 27X100'
Site"," 2,700-S'F .08AC
S~Iic:~~~.:u~-..lIdeIorifif:=" R.2
loAiDlCompli.nCl L!JLepI . (0na4filIInIl_)
HiaJIat..bcot.....pnIwed X ....~u..(....)
'o-,-;;r- T_
c-t.1lC Nil wv. :....
'il.....
Urn.... U",,-
Ill.......
\!..
L~J81
~~(.t1na
ftoC!~
!300~
~V8I!lI!
~""~I'ilOt
~ld<Iod""
U!:!!'.~ NotN
- - 1<--- ",.
ll\ilitiet ~~ 00-
ElKtriciIY .& 1- ~..,
"" X b.wo.... Can<teIe X
w.. 4 SIotno.rt gor....-- X
SlIIilM)'S_ 4 lihIcUala !'~._- X
. X r.~ Yf.. X
'-
.I),i.......
"~........,...
I~;~~ l~h:lKI~--
fliMAZ- C _ "'0.." ti/2/7!.....-._ .__
....u..,. 42<l3BO~
COlMlelll.I.pp.tl."""...vBlll'c_-.e-"montI.......--.llide...-.i1lcp1o,_fi:onlIioII~-."c_1:
None apoarent _
hcddjeM.cho.,,, II IllI94
O"O'..I:..rn..~I,\.'''..........1.IJ-IU,JO-(1I;'(.DAYI
1'aIeI ur.,
lllllPiew...f"".. IUU 10194
ROTHMAN. SHIIBfR'r /I, REEn REAl TOR
GnlePIDesaipl..... Elltc:riorDesc:riplion (M.tIeri..-..'C.........) FouncIIli.... r-'-
f, UniI"hiWinp 3, ,......... Slone s... ~o
""'" 2.5 P&criarW.... ~tuc:co_ Cs.....s~ No Coil",
Attached Asp Shingle ~ - .
Tl1'-lJctJatt.) )loolSurr.:a S...p.......p w... ----
iOm~'tll)'~) Traditional (l-.1:~Gatv - None Noled A_
Exldi;;;- OH None ~otsd - .
jExilllnlllPfopollell Win4MlTyJla s........ .... Y!~.-.:: ..
r~c- None .....""""'- Yes lDfulali.. None NoIed - -
Y_BuiIl 1~10 ~~.l-l'Y- l!].. - ~%oIl1cGaor_ EDIIIrEf6o:ieac'-
;_ Effec:ai~."",()ra.) 35", tl.:iIIlIplia..ilh....HUD~flcllndllNltal a-rbmo None
~ ~0!!!!!le!iE .....s......s........... -.
\JI\iI ....1m!1!L ,,~ ni -----::-.-:::~ n. ~ r"~ .""~ ~ ~.'~ -'-">
- i--! _ \ L -.L. - 1 1
\ 1 1 2 1 -
1 \ 1 1 1 .
'-- -
Imarove_C......: 12.....on,; _~.l; 3,OB.tbI.t 2,480 s-. faecorOROSS BUILDl!!2..M-EA~ -
OROSS BUILD/.NG ARM (OBA) 1$ DEfiNED AS lJ1Io IOTAL fINISHED AkfIA (1,\' LdDQllJCOMMON AREAS)Of WE IM1>i\vVEMENTS BA:loLD UPON EXT.l:JUOR
MEASUREMliNlc. -
"",,,0 IMaU'rial&lCondiliOll) ...... Kildo"'I".I'''P' C"Unic-cand.) ~ ""...... ",.c.n -
_. liV~ CRPTIAVE T,po HW Rad ,ta6,~., ,,'../ 31Aver X_ "-' .
WlIllo. ~!er/Ave f... 011 K.Inf"""", 31Aver 'Wn C""",,,
Trim'r;.oiIIl WOIJdiAve "-"'- A.....()kj Oiap"".,j Dropkl" ........
Oallll'l_ IIOMJAve 1)01o....,1"'. ...... "'""'"
BalllWail\lCCll ~eramiclAve Cooli", f_ A- .-- -
- Wood/Ave c_" ~Pfl<I'''' .... ,- -
""'" X Wu/k:.D'i.... F~,l ""'"""
. Condina. Micro....~. Unlinwo.... ....
~.. . .\
Clnditionofl...~...nnaded. ...ilJof___jIfl,.dcIiCkInaI (cMwft,IIIOlierIIiIMioelC.: . -
_The subiecl js~e cond~t!~ ftBdonalore}itema!, InadeQuacies k~. -
.
, no -
J .
-
-
~ -
..
Deprcc:i.jjontphj.-oiAl,lUnclional,"""c.oremalj~ah:.I; .'
lher8iV!(lOk~~~E::n~n,cnfl!!.~~~lhfll:!.bjtICI~.__TI'le~lInotll\e1:\",'Crtln~~oIhazlIldoulmaterlals. Tho
~pl,,:!l~~ s~~1d not be~elied ~eon as 10 whether Of nol ~lIif'Ollll!enfal hazardS ~~!!xIst on the sublect U!:'''lo~ty,
- .-
Ad~_en~eoncIili.....Couo:llu.but_limilBdlO,.huMdouaw~tow:1IlbaI_..tIIIr..)prncnliPlhoimpr'OVCfllalHl,on""'il.,orind""im~vicinil)'oflhe
IIlbjectpfoperty;
- .. ...
.
..
VAI!JAllOHANA.LYSIS ----
El'tlMATEPS1TliVAUll1. . .......... .-f 20,000 c-uOllGOlt.......(........,..,.,("*--..varua......-
ES1'IM'" {EI) kEPllOPUCTtON COST. NSW OF lMItitVEMliNTS; :altlIIMiarI......IlIrHUDudVA....aMtawYoI---.~Ii.,f....fII'OI*I)'):
2.480Sq.ft.@1 43.31 -, \01,asa
OSlf.Ft.@S -, 0
OSq.FI.@1 -, 0 Cael8autes~ _& Swill
Sli-n@s -, ---- Cost Handbook
_Sq.FI.@1 -f
a_ 936 10.40 -, 9.134 Estimated I'lln'llinlna Bcctlonli: !!.ft - 40 to 50 YfI
-f ..
G8I'1ICl8 23a 26.01 -, a,aa~
-,
-f
Spaci.EneI'IYEflicianllIaaI s_ Windows -f 3.000
Pon:haI.p.ji....Cle. 2_' -, ~ uOO
ToulEllimatedCOItNcw ......... -, 131.1/4
-tj "',...
.....
.......- 45.910 0 -, 45.910 ..
, llaprKillidV.Iu.:of........._anta. ..-1 as~ ..
"A,i,"Valuc.j ."~Motprevcnrmll. .....n. ..-$ 3000 -.
." . ,08'",
02JI0I')4
SMALL RESIDENTIAL INCOME PROPERTY APPRAISAL REPORT
fil. No 2CAL-6P
freddi.Macf",",]JllA'94
DtIy One F,",", for Wlndo..... 199' .IIOO-GET.DAYI
Pqclof4
F_Mufllflfll
SMALL RESIDENTIAL INCOME P OPERTY APPRAIS L REPORT FO. 2CAL-6P
At'-lIlraralal~~bcrcplll1"'_""'~inlllil_ioa. n..l-.I~olIoul4"""'''_aneGt--'...~..prvpeniea..__
Indprllllilllal'Io"~~_.,.Abl..(nia--..n_il""__"'''''''''''''''''-''''''''I)1IiAIIy'''_IIOll'_~__''''
...comp.ri_...rail.I-(heappnlillll..........._..__.....laig....prIIpII'lM........~_~to....~prjlpInY(llodlclll._..
lbellverall ace_ 1hI1II8.~ ......wilIliI...
ITEM SUBJ CT tXUPAJlA8LE RENTAL NO. 2
....... 1919MarketSlreel 423SIllbSl
~!Ii~ H
10_
No.u.it& 3 uo.v.. ~ .io.Uaitl 3 ;.!_~
r.IUI.: 1110 ~ ,.a1\.:
2.5 AIl'---- 12.5SIrltYAIl _
T_ I Tradltlonal
:~il;;;-=- I~::'con"''''n-
- ~ ~-=:;: ,"'-:.J ,:'~
,. _ 89 --=30" 't~
w.rt./S.v WaterlSeMtr
Heal: Heat
No _ No AmenItios
rm,."-
,R....SIltYa'Date
o.lIS_
None_
NlA
Jan02
CPML
RentCoDc:eui_
[)qcripliClllol Nl:>.Uaig 3 NoVk 3
propcny-UlIit&, Y.BIt.: 1110
daip, ~. .5 loll
.....- -
_candiliou Units
ve o Candlllon
....c- o.
llIdiy'" M -"'-
Uni. 1
b"-- 1.
1.
ater_
lu~,,~ oat
'llomil.......and o Amenilles
........itid
"",'udcdmRIIC
HW Rad
f~wility. uIIB_
.......... oContAir
hcalin....COQli/lt. _Q~e
projaQamcnilla,ac. 1 CarDer
None known
No.lhIila 3 ",~y~ 9_
,.BIt.: 1910
2.5 AU
T_oI
3 Units
A CondIlIon
"'''"'''
....J
Water_
Heal
No Amenities
01 HW Rad
FuIIBasomonl
NoContAir
None
2 Car Dot
01 HW RId
F"_
NoCorlAt
None
None
COMPARABLE RaIT Al :
3223 N 5th 51
H_
2 MIos
NlA
JOll02
CPML
None known
01 HW Rad
FuftBasomenl
No Cent AIr
None
None
A""lyli.o("""""........,uppor1foJ......edm..bl...lortMindividull.....joct..iD(iDcl........~-._~ofAlllll*.oI.i...rIlItIl__OIII.ck.)
A~ ~p~able l'er!~~ Iocaledln the same com~m8lle!"..1g iIl88 85 ~DI'OP8ftv.
~
Subj.......IeMduItI; Tbol....~_u..Il(lpliAbIe~.........,...w__.....................-....--................Iar....1IIbjed
pnlpen)'. The.pprai_lIlI&Itnvicw..._~"".._,..........to.....................__~nftMi:l......._I.o;,'~....F...........il--
R..._.Vai......0II..Al..~aadlllld.derin1bl.-...~(ODII..IUIi............... u....__"""-<I.....-....a..
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lhiliu..ladlOdadUl~RIaiI: l!JEIco:lri;
,
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Verificarioa&>urca
ADJUSTMEHn
,S~Ilff'UllllCi...
~
~s.~
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LeafCboldIFecFSi....
,$ill
Vi_
~atldA.-.J
.~..V"r~
fl.\&!
~C
GrOflBl.Iildin.Ala
Uni.
Brukdo......
G
s N/A
NIA
s N/A.
0.00
L 0.._
0.0 ,
ns CPML
DESCRIPTION
DESCRIP110N
24DDM
CO/IV
2115101
Urban
F..
.06Ae
AV8f8Q8
TradWonaI
Brick
9O+/-yrs
Ave .
3017 .
Rm.COl8I No.
!!!!!!!Llk Iko "IIC.
1 1.
1 1.
1 1.
!'I!i' ~-:J" om
t: '~1'" "t ~,\\
"""'\\7., v", '
~ ;If.",;,.l ,;.tj
<ban
eeSIm e
.D!AC
verage
raditlonal
, rick/Stucco
+I-yr:s
.
2480 .ft
0.0 Rm..CGuaI. He.
....". To! Dr a. "oK.
,=] 1.1
1 1 1
-.! ~~-'
ullAJnf
E~Yti!.~ver
HcalillillCoolillll n HW Rae!
~!!!.I~~ ,.~SUe
PrOjolclAmeWlia...... N/A
llf Ii
FuI1IUnf
~
EIeeFHA
Oos~.rtPalt
N/A
FuWnf
A~e
Gas HA
00 S1reeI Palt
H1A
POIWnf
A
gO! HW Red
Dn_Palt
-wi<
F_
COMPARABU SALE NO. 2
722NI6lhSIreeI
Il.osbL<g
9~.
X u.r.
51
17.07
11 ,
~.4D
17,166.6_ !
5,150.0D L
COMPARABtES.....U.
151l6SIateS_
.~"!!!!!!!R
8_
425 X Unl
19,
1,_ s
40.48
1-11-,6.67s
.= 12~J.QQi
F_'
F_ ,
-,
CPtA.
IlESC\I.\l'noH
2JDOM-
LulV__
2!14101_
UrIlen
fee Slmple
.llljAC
A_
TraditionsI
_Stucco
9g .ti:m.
A .
5400 2162
-~
_q~L-
ll@g! ON
2,)~DOM
f(>f\v
1"1<<10
U",dl1
F~~S~
IJ5AC_
A\i~8
l!atJiIional
.81'<
tlCi !!:.m.-
AvOOla8
._ __1.32.t",
!.l:il.'.
...
-.
-.!
1
-.!
'0
,
~4OQ
r I. !
"...
3.000
](!-l
4 "...
4
x .
7
7
.is,50n
"
COMPARABLE NO. I
NlA
!.:l!!m!.~
cOlll"_~nUOOI.....~.....(i""ludinll~"(aII~of""'UIOCllrUlilltall;y_RI"iv"lrenjl1h.......vaJlWI,,,,,orlh.,)pi...I""...or'l/'plan:IllIMI'.~..MiOllin
t ll...marUi); AIImM'etdala/5simlfa'lnsty\eandconstructlontathasublectprogerty. .. _ ..
fudilicMIlC~'",,"l1Lll.'M
COMPAIlAOLE NO. 2
COMf'....1V.BLE NO l
NIA
N/A
INtlICATEDVAJ.UEIIY"SALESCOMPARlSONAPP\lOI.CK. s 48.':
INOll..ATEDV..u.UEDINCQMEAPPJl.OACH.. ........__... ............... s 45..:
INl)JC"'J1mV"IIJEIIY~APPRO'L5 S -1iiiC
Thi...,pniuliIJlladc W"oi." ....jIK:l:lO.........'emio;g,ioIIpeai-.ar~liIt<.....bdo'Il l_I,\...)ec:ttCI_pl'~,ioa,,""""'~
COIRIIIeah IIld eondiu-"'~"'; this aDPlalsalls sublecllo SlandarUs Certlficatian and Statement of LImiting COnditiun$.
FUllII..-cili..-: Based on 1M Sa\eS Aooroam.lncome A'Otl108Ch and Cost AnoroIch, iI.is the opinion Ihal the Sales Aooroach beIIlStImated Ihl Mar!el Va!
~DDO.OD.
The,...,.... orl........... ..........Ihe....n. "......... pcop.ny_........;.c of....,.... ........_........,,~ _"..Cllflijj~Illll,"""''''''
1''''lI'~Il~_~"......lifl'lI...lIIIl... ,-.,...._h06F.....M8Cf_4l9l1"..;.Iol...F_.IUHIB(Re.i""d 6-93~ .______).
.J '\Wi:.)6Tn'IAnTHE."QVA1.UI~ASDEfI'.'D'OFllIE~pROPER.TYmATL\; UESUU'ECl'1I1 11llSRl:.iukl.ASOF 114m2
I<WIIK'.KISTHEDAlli PSCTlONANJtJ:j'~~TEOFnoSIlEPORT)T08ES_ - - _~(lIJO
AJ'I'IlAISEJI. V ',. . Stlrlll.vlSOh, APf'RAI...klOHLYIl ki:.QUIll.l.;')~ -I
s...._ _ \!1rJ.! fil' " ,,-....., - --. - - 0...1 '''dN,
N_ CBn~~EA ~... _ lnapo<tl',.opcrI)'
.o...kepanS,lJIlCd _ ~ a D~ OIlclt..IIGl1S'I;t1cd ---- -.---
51111. Ccn,fi...,,,,, /I ~l~EB5-l SWI PA S".l~'l,fif;. IUI, II StIle
".1l040f4
t....~....,.._I01'.~
DayOr,ch....n.r....Wirnlow..1995..IOll-<.cf-DAVI
SUBJECT PHOTOGRAPH ADDENDUM
2CAl-6P
CD....
~
... PA
Z;p Cad< 17107
FRONT OF
SUBJECT PROPERTY
- OVE.'i?-
MCI!rSCENl!
6;foI\ZIIG.G
SKETCH. MAP AND PHOTOGRAPH ADDENDUM
r~row<</al~1 ~~~~;~ ~~~~ ;~~~~~
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ZlpCodt . 1'71Qt
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22 · 31 32 33134 35 36 37 36 39 40 41 42 43 44 45 46 47 46 49
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~C 51 525 56575 65960 61 62 63 64 65 66 67 66 69 70 71 --
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12 73 74 l5 16 77 76 79 80 81 82 83 84 ~6 ff7 88 89
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CHESTNUT
ST.
60'
~
COMPARABLES PHOTOGRAPH ADDENDUM
B~/Clicnt EstaC~aCellna
Piupeny Addrm 1919 Markel Stre8I
City Hatrisburg
lender Communilv Trust G9
s.... PA
Zip O>do 17107
c....ty
-
r:'t;,.~.,'I.~':1.lr.,~.:A'i:)(;,_' ':<'~'" ~...
~4~'J ",",.6 "'. ~. ' . ...-....'""t-
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f1~'m,T-I~~,m.r.11 '~'\')~~f~~,\
" r. ...._~- I"~ ,::t~:..lf' ,\o~
< 1 ~'.~ ' l.~(),:.' . ,..~:'
-- . + Ti~\ ,~ ' ~ . ..
"', ~:';;~.: b,:;, '>r-:'_I~', ,y!(~-:'
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. . -1' ,..... .':- .. ..,..
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,~ ,r,\~> ~ ....r'
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r~'" .-!II!- <' ,"""'"'J' ''''~''''
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O...."Oot.forrn.oIl.nWinll.IW'l. 1t)9~ .lll()(j-{ifiT.OAYI
lCAL-6P
COMP.\lt 'jlLES,4.L[' I
1903 Mo..;j,,,I "i1MC
HanItb",.
OatcoC:, 2I15.iQ1
!'>"Ie Prk, 51.500
Sq.Fl. 3,011
S/Sq.11 17.D1
COMP.\N \OLE SALE M 2
722 N 161h Si,eet
H_9
Dale olSa!!:: 2114101
SalePricc "2,600
Sil FL 2.182
S/Sq,f'l. 19
COMPARAULE SALE" 3
,...SbUSlJ1eI
-
J),Il.otSal. :
S..h,lPrk4
~hl F'L
~1l)q.FI,
12/21100
U<:KlO
2,324
"
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4
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"
,
J
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r':",
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w.rn:
REGIONAL MAP
,
o . CentervU
......... /
FOIrfSlal!<>ll/
@'
) .....
.
.HakSeman Slate F0I851 /
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State Gall": LandS NO 110.
r~il"i
.-~:
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$1 .
,,~. r' cc' \ ) \5
01998tN:~SIRlCtA_VSA
I
'~J
Tbo
e;aBOtt
/
tWghbi. Holt
-, I1!J .
Sp<y "r~- -''''
R~i.lon/!iI
---*------==
Statement of Limiting Conditions
PlI.': 2CAI.-6P
DEFlNmON OF MARKET VALUE: The most probable price which a propetty should bring in a competitive and open JD&'"
u.nda al1 condilions teqLlisite 10 a fair sale, the buyer and seller, each acdOC prudently, knowlcdpabl)' Ihd usumina the pric:c is
atrcc:tcd by undo stimulus. Implicil in this definition is the consumatioP of. sale as of. specified date and \he passin. of title
from seller to b.Jcr undcromditiona whereby: (1) buyer and seller 8I'CI typically morivalCidi (2) both I*Iiea are weU bUotlDcd (I'
wcU.dvised.... each acdn& in what be c.onsidcrs his own best interal; (3). rcuonablc time is allowed for exposure in the ope::;
market; (4) pa}WClll is made in Icnns of cash in U.s. dollara or in tcnnJ of financial lllT8I1acmcnts comparable thereao; and (5) Lb;.
price represents 1bc nonn" oonsidenuion (or the property sold unatTtt::tcd by special or creaUVI: financinG or sales concessiOOS'"
aranted by anyOllC associated with the saJe.
. AdjUstn'lenu 11) the comp.r8blcs must be made for 5PC'lal or Cl'Cldve financing or sales conc.:ssions. No adjustmCll.u arc
necessary for thase ~ which are nonnelly pai.' by sclJi:rs as . resull of ludition or Jaw in Ih.. market area; these t.OSb arc
readily idcnlifllble. ~ dw seller pays lhcso CO:iiS in VillU.lIly aU saIa 1rI&~ SpecJaJ 01 ..rcative financin& aJjustm~
ClUI be made ro die COInpdle property by wm,lOViaoll:i tu linanclna tenn:; uft'crt.1 by a thir.J I '." ly InstiLutionaJlcntJc:r that is
nol already invoh'cd in the propcrt)' ortt:ansac:tiOl\. Any lW,)uItmalt shoulJ nul be ~lIlcul8IcU .:" <l mcchuniw doll..r c-.OrSl of
Ihe financing orconl;CSSioa but the dollar am~ of In,. nJjustmem should olpprm.imale the ...." l..:t's teo&..:don 10 Ih..: linancing
or coocessions bIsed on the appraist:r's judgement.
STATEMENT OF LIMITING CONDITIONS AND API' ,,,, ISER'~ '- ,RTIfICATIO;,
CONTINGENT AND LIMITING CONDmONS: "f'bc:........... c:crtiJiCllilo(ll!lal appel11., ill the IlfltlnUsal report is. subje..~ u:
the following ~itions:
I. The appraiser will nol be: responsible for mattm. of IcpI nature that aft'ccl ehber Ihc property bcfna .ppralscd . ,..: title to I"
The appndser u.mcs Ihat the litle is good and marketable and., Ihcrefore, will nut r~nder any opinions about the title. The
propeny Js appraised on the buis of it being under responsible ownership.
2. The appraiser ~ provided II sketch in the IlpJJI'8isaI n:pott to show approximalc l.limensiOlls ,If the impfovemcllI, ,md the
skelch is tncludedonty to assist the reader oflhc rcporl in visualizinalhe propcrl,)' <luJ undcrsl..wJing; the appraiser':. uetermin-1oo
ofilssize.
3. The appraiscrlla:. ':l(amincd the available flood. mIp$ \t\.d.1IItl provided b)' the fc:ckrIJ Emergl.:ncy Manaaemenl Agency (or o0c:
dala sources) and kr~ noted ill the appraisal re:porI whcth":l lhe:subicct site 'sloc:a\~.l in an idcntified Spcc:Ja1 Flood Ilazard An:.a..
Because the: appra..I' is nol_surveyor. hI'l or she makes (k) &uaramec. cxpICSI Ol "h~I~. reprJma thlll ddcnninalion.
4. Theappraiser.'lll Illlt alvc_imon)' orappc.u- lncollrl bccauIe he ot !JI': maiJe 0111 oIpPI'8ilial of the property inquc.stion. urntS3
specilic arrartgemaw. lO do $I) have been made bc::fotduand.
5. The IpPraiset" estimated the value ofthc land in thcCOlt approac:h II its hia_ and best use and the improvements 81 their
conlribulOl)' value. llll::sc separate valuations 01" the land and improvemcms must nl>> be used in conjunction with all)' other
appraisal and are imlIid ifthcy ansa used.
6. The appraiser.. noled in Ihc appraisal repon any ath'erst condidons (such as, needed rep4ltrs" depreciation, the presence of
hazardous waslC5,lf>>i.ic subsllftccs. ell:.) observed during Ibe inspccdon o(the subject propel'Iy (If' that he or she becalM aWaR
of during the nonul. n.-scardl involved in perform in, the appraisal. Unlcss u0crwise slated in .be appraisal report.. the appnUSCl'
has no knowlcdiC". any hiddc8 or unapparan conditio... of lb. property or adwn.1: environQl~nlal condillont {Includina the
prclCflSC ofllazarcb:. waste.lClXlc IUbswtcM, l,W:.) thai wwId makothe proportr Rlurc or ICS/I \'lduable,. and has Ullumcd thai
there an: no such camlilion.... makes no gUlllalllOCS or wll11lllia, cqn:u or impli.:d. rcprdilllillhe condition o(lhe property.
The appniscr will_I be respc:mible (or any llUch c:ondidons that do exist or for DJ\)' ,,;tl&incerin~ ortcslinalhal miaht be
required 10 dJscova-whether IIICh condllioos exl.. Pecause th., IIppraiscr is not iIll":xpert in Uk:. Udd of cn:vironmen\il.1 hazards,
the appraisai repOlt musl nol be considered as an environmental asscumcnt o(lhc properly.
7. The IIIlpraiscr obIained the iDfonnation, csI:I1DlleI, and ...pinioollhal were cxpreaed Inlho appraisal repon ti'om SOIltCCS dIU he
or she considers 10 lie reliable _ believes them 10 be Inl': and concc:t. The 8flprIiser docs not ~e responsibility for the
accuracy of such ilCmS that WeR furnished by other partieL
8. Th. oppraisor willlOl_ du: ""'..... ofdu: 'PI",i;alreporl""" providod for in du: Uniform SIandanb of
ProfcssWnw Appl'llillU Practice.
9. The appniser '-baaed hitarher ~ n;port anJ \OIlulloa conclusion for aD apprahwllhat Is aubject 10 ullsfactoty
completion.. rcpa1rs,- a1tcRt"*OIl the assurtlp1iOD IhiIl complcllon orlM illlprovemenll willul: pcrfonndd in a workmanlike
manner.
10. The appl1liser _ provide Ids or her prior wriucn &:Clnsent before 1M leaderldiem spcdfil:.d in the appraisal report can
distribute the appraisll report (iacluditla conclUltuos ~Ilhc proflCI1) value. die appn.isct"s iJ.:ntity _ professional
designalions, and rd'acnces 10." profe:$sionall'lpptlisal orpnizeduus or dw linn wirb whkh Ihe ~ is auoclated) to
anyunc olhcr than.borrower; the mOl1P&ee OlIUlIUCCCSSOr.l and _ana; &he mottpp insurer; conJUllantI: profesaionlll
appraisal orpnizatiaas; any sWeor federally approved ftn8nc1III inaitution; or..y dcpattnl~1 ascncy. or inItrum~~ity of~1ll
United Slates or any IIaIc or the Dialricl ofCoh,unhia;ueept.1hM the kndcr/clian may ul;_U'lbul~ Ihc ptopcrly delcripllOn ICcIlon
oflb.: repon only to'" c:ollcctil:Ml or repordna: $CfVicc(1) without. Nl\'lna to obtain the <I~~S priorwrittcn c:onsenL "':he
appraiser's wriuen ~t and llpproVaI must also be obtained before the appraisal can b..:. ..tJtl~cyed by lIl)'ooo 10 the pubhc
through advenising, public; rellllioos, news, sales, or other medlL
F~~F.-4396-')
.....1011
,....,...,.0IIII1004B'"'3
OllyO"f_IoxW........,I99'J llQO.QEf.DAYl
APPRAISER CERTIFICATION
File ,: 2CAL-6P
APPRAISER'S CERTIFICATION: The AJlP'IIisercenifi.....d oareesthal
I. J have researched the subject market Ifea and haft sclcctcd . minimum ofthrcc ~t sales of pI'OpCfties most slmUIS and
proximate 10 tbc subject property for consideration iD the salta compariMMl analysis and have made a dollar adjusameftl when
appropriate w reflect the market reaction to those ttemlof signifu:.anl vc.rialion. If a slan1ficanl ilem in 8 comparable property
is superior 10, <<more favorable than, the subject propcI1Y, I havemadc. a negative adjUSlmenf to reduce theadjllStCd saJes price
of the comparable and, if a signilicant hem in a comlW""hl..: property i.. 1..1121or to, or lesI favlJlAtle thun. the subject propeny,
l have made a positive adjustment 10 increase the adjusccd sales pri~ vi' the comparable.
2. I have lakca into consideraUon \ho factors 1haabavcan imp8CI on \':l/u;; in my dcvclopmenll.fthc e~:imateofmvkct 'Valli": in
the appraisal report. I have not knowingly witbdd lID)' significant i11111l'lllution from thlW appril..>aJ replli' -'lid I believe. to the
best of my knowledge, that all stacc:mentu.nd inf~ in tbc Ippl4i:.;;1 r.:port arc b"u\: and ..."rreet.
3. I srated in the appraisal report only my pmonaJ. UDbiased. and pruCc.s:'WnallD8lylis, opinion, and conclusions, which arc
subject onl)' lu Ibc comingent and Iimilins specified in Ihis fOrm.
4. I have noprcstnt or prospective interest in the pIOpCrly mat is the sl1bjc:cC of this rcport,amt (~Wl preaenI or
prospective personal interest or bias wilh rc.spccr to the participants in the lransaclion. I did nl,1 base, ..:i1IlCf partiall)' or
completely, my analysis and/or the cslimate ofmma value in the appraisal rcpotI 011 the race. color, rdiglon, sex. hBnd\cap.
familial status, at national origin of either \M prospec:ah'c owners or Ol;CUpaIllS o{the subjccl...ropctty or ofthc present own..;:"s,
or occupants oCdle propenies in the vicinity of the subj~t propcrl)'.
S. I have no prcscm orcontemplatcd future intcresl iD rhe subject propcrty. and neitba my eunentor fUlute employment nor my
compensation for performing this appraisal is contingent on the appraised value orthe propeny.
6. I was not ~ to report a predetermined value 01" dircdion in value that favon the cause of the clieat or any related
party. the amount of the value I.l~\imate, the alllUnment of II specific result, or the OCCLtrCnCC of iii subsequent event in. order iLl
receive my compcn$llition end/Ill employment for pcrformina the appndsal. I did nol base the appnUsal r.:pon 011 .' I~UC$l..:J
minimum valuation, a specific valuation, or the need \u lipprove a specific mortgage loan.
7. 1 performed this appnlisal in conformity with the Unifonn StandnsofPtofessional Appraisal rr.cdcc th.. were adop"-:J .."J
promulgated by thcAppraisal Standards Board of The Appraisal Foundation and. that were in place U oflbe etTcclive date oj ",IS
appraisal, with \be cxceplion or the departure provision llflhost: SIandlIrds. which docI not apply . I Kknow1cdae thal an ~ljl".lIe
of a reasonable dac fOf exposure in the: open :narkej is a cundiuon in the dcfwition ofmarkct value and the estimate I dC'lClupcJ
is consiSlent wilh lhc mark.eting tiUlC noted in the: neighborhood ;;c.:lion of this report, unless I have otherwise Slated in the
rcconcililUion seClion.
8. I have personally inspected rhe interior and cxlcriorareas.ofdl<:; subjec\piioperty and Ihc cxterior of all propertiCllisted uS
comparables in lhe appraisal fI,.,.porl. I further CCrlily !hall have noted lIll.y apparent or known adVCJ1C conditions in the SUhj':CI
improvements, on (be subject sir.:, or on any ,ite within the immedill~ vicinity of the auhject property of which 1 am aware and
have made adjustments for these adverse conditionll in my lUUlIysis ufthe property value to the exteat mill had market eviJ.:ul;C
10 support them. t have al~ commenlCd about the effect uflbe ;uJVCnlC conditions on the marketability oCthe subject propcl"\}.
9. I pononaUy pTqllll"ed aU col\llt\laiont. sod oplnilml aboI,I th. rcal ..... ~ waN III fonh In dMI.",....11'fPOIC. I' I
relied on slanlftQDI: proJesslonal aulsleMc from liUY iRJlvidual Of indWidw.l(a) in the performance of 1M apprajuJ or tho
preparation of the tppraisal repun, I have named such individWll(s) and disclosed the specific tub performed by them in the
reconciliation section of this appraisaJ rcpon. I certify thai any individual so DI.lMd isquaUfled to perform the tusks. 1)un'1l
not. authorized. anyone to make change to any item in the report; therefore, if aD unaudlOrizat chlnKc is made to \he appraiS<lI
report, (will lakc norcsponsibilily for it
SUPERVISORY APPRAISER'S CERTIFICATION: If it. supavisofy appraiser sJpcJ the IppI'BisaI repou, he or Ihc
certifies and agrees th8l: I direcdy supervise the appraiser who prepared tbc ~ rcpon. have rcvic:wed the Itl'praJaal r.:pot1,
agree wim rhe stataacnts and conclusions of &he appnliser, oaree 10 be bound by the appraiscr's certifi~ons numbcrtd 4 lhrougb
1 above, and am latina full responsibility Cor the appraisal and Wc appraisal n:port.
ADDRESS OF PROPERTY APPRAISED:
1919_oIS_
Han1sbuIg
APPRAISER:
PA 17107
SUPERVISORY APPRAISER (only ir"'qulr<d):
81_
NlII1hl:
Date Signed:
Stale Cetlific:atlon N:
I)f SllII.e License It:
~iOQ Date ofeemficatlonotLicenfc:
UOld OOldNotlnspoapropeny ~
S....:_
State:_
Sianatunl':
Name: C1emtnt A.. Leo. CREA
DalC Slpcd:
Sl8leCcrtificationl: Rl._ 7 S~~
orSlatcLicense':~20a04-t. -"7:srl~:~
ExPirationDlUcofCcrtilicationorLicense:4 0 7
Freddie Mac Fonn 4]9 6-93
Pa.c 201'2
Fannie Ma~ I~;rrn I O()~ II 6-93
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~rtml'i'll ELDA /.ts.E :.sPER, a ,;1n91.
j;..uphil1, t>f:nn&yl"..n:.i.... anQ_
WQJlIan of 1.he C:ty of H....,risburg, ::.lUrlt'l ....
..----.. ..,-
THEINA M.. CESSNA, a dngle wOI'Ilal'l, of the City of Harr:"$ln;.
of Dauphin, Pennsylvania..
County
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(4 tu, JUl. 01 Ten Thousand, Seven Hundred (S10,7OO.)
D/Jfl"". I,w/ld "'011" of JiM: Ullur.l St,'tl u/ .\HU';~', fl'tll ~IIJ I,uly p.iJ h lilt .JiJ ~,:., oj riM ',', .,,!
~', to t~ UiJ p.r/y 0/ jbr first ;_'1," _IIJ w/o" tlH Jo'"li", "lid J..:..;~,'Y 01 tim' l'tIUnl;, Ib.: r.. 'pI
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;oIJ, ./;,nd. cJIffOg,J. ,n,..,., ~otwrjtJ .uJ aHll,.,n.N ii, tbtu ;rtlfflh ,juGS gr.,,', bfJrl.it>. ...U,
"Ik". ,"Itol. ,d,.".,. CO/lIIIY. ." confir. ""to ,I. uiJ turty of j~ ;,C-ouJ f"
her hlit;."J flUill'".
.f:.~ti thJt certain lot of land with the bulldlr.q::. .:-.cctcd th.::..'"r:m :.L<;u;l.to \n ..:: St
~'1..rJ of I.h(l City of Harri:;.burg, Daupbin County, Pennsylvani". lr.oro p~r:;'icul..rl,/
bwunded una described as follow~;
BEGIUNUn at a point on the southern sic!a of rr.nket Streot, throe hund:-o-c!
twantY-~i9ht (32B) feet westwardly from the southwestern corner of Tw~nticth ~~reat
and I.\arkut Street, said point being on liNt of hnd of property No. 1921 ;.!.1rk~t
Strctlt; thence southwardly at ri9ht ..ngl.. with Market Street and for ". part o-f tha-
dl:.;:..nce running through a privato. all.., four (4) feet widel separat.t(\9 tho hOl.:t.1I
hElrein conveyed froal HoU58 No. 1921 1.\arket SUt'et - one hundr~,t (100) fut to the
northern ~id. of an alley ten (lO) rNt Wi.a\ thence ..at.vlard.;.'! par..llQl with i.:arket
StNot anu dong said alley twnty-..".n (27 feet to . point on the line of lands
known all 1917 Market StrPtr th.ne. northwudly dOnl) nid hnd and ,t right anglu
with l4&rkttt Stree1: and for part of the dht-.nce JM..ing throuqh the c:ent..r of the
part.ition wall ,.panting the hou"',ftenin. ~cm\lo>yed f1'CNI the house known... 1917 ' .'
Llarket. Stre.t OM ,hundred J!o:o....L-f..t 'to thtL$O\lt.t..rn sidll gt r.:..rkDt St.rel1't, t.h~"c~
eastwardly along Market Street t\<.\tnty-se"'en ('2;7) foet to the place of aEGn::m:.:..
Having thereon erected a thne story brick dwelling hou!ie known as 1919
Market Street. Harrisburg, Pennsylvania.
Together with the use of an alleyway fou~ (4} feet w1de aforesaid in CO~~J~
with the owners and occupiers of property No. 1921 Market Street and toqetr.er ' ~.h
the USII of the alley ten (10) feet. ;,lide afores..id 1n cornmon with the O\'lr.~:-:: ~.~
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joint tenants with righ~ of survivorship, by deed dated July 3, 1941 and recorded
in the ofiiee of the Rec.orde-r of Deeds in and for the County of Dauphih,
Pennoylv~aia in Oaod Book ftT", Volume 25, Page 26. Tha property being con-
v~Ylild was duly vested in Elda. Ma. ASp"'r by virtue of the death of Mary E. Asper
on ~.iay 21, 1961.
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THE SAID
ELDA ..tAE ASPER, ~ party of the Hr:;t part, her
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,~,.I ,:.ul y al th~ Irt'O"J />~,t,
IIN uu/ THEI.L:A M.
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CESSNA, party ~. tha :;acond p~rt, hor
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/".,,,,,, "r j'wr"",. llloomlot'l'I"t'. l"wlllll.'Y rI";,,'illg 0' to d"iu' I/'.. I~HI~ 0' "", {>,,,I Ibaml.
sb.11 1I,,1i wiu.. b, Ib..',~ ",,",.."/.. \t'MWA,\T II,\'D rel/WI'flt Dr.Fr'::}
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LAW OFFICES OF
GATES, HALBRUNER &-HATCH, P.C.
1013 MUMMA ROAD · SUITE 100 · LEMOYNE, PENNSYLVANIA 17043
(717) 731-9600, FAX: (717) 731-9627
LOWF_LL R. GATES BRANCH OFFICES:
Also Admitted to Massachusetts Bar 3 WEST MONUMENT SQUARE, SUITE 304
MARl':. E. HALBRUNER LEWISTOWN, PA 17044
Aisc Admitted to New Jersey Bar (717) 248-6909
CRAIG A. HATCH
CORY J. SNOOK 2917 NORTH FRONT STREET, SUITE 302
ALBERT N. PETERLIN HARRISBURG, PA 17110
Aisc, Admitted to Maryland Bar (717) 731-9600
STACEY U NACE WEB SITE:
Paralegal/Office Manager www. GatesLawFirm.com
TRACI L. SEPKOVIC
Paralegal
VALERIE LONG ~ _~ 1.. CORRESPONDENCE ADDRESS:
.~.,~.g., ocptemuer 29. 2004 Lemoyne Office
Cumberland County Courthouse
Office of the Register of Wills
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Thelma M. Cessna
Estate No. 21-01-0139
Dear Sir or Madam:
Enclosed for filing is the final Status Report for the Estate ofThelma M. Cessna. Please
time-stamp the additional photocopy and return it to our office in the enclosed envelope.
Thank you for your assistance in this matter.
Sincerely,
Tia:i L. sep i
Paralegal
Enclosures
cc: Community Trust Company, Administrator (w/ enclosure)
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE FORM 6.12 YEARLY
UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Thelma M. Cessna
Date of Death: April 3, 2002
Will No.: 21-01-0139
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete: N/A
3. If the answer to No. 1 is yes, state the following:
A. Did the personal representative file a final account with the court? No
B. The separate Orphans' Court No. (if any) for the personal representative's
account is: N/A
C. Did the personal representative state an account informally to the parties in
interest? Yes
D. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphans' Court and may be attached to
this report.
eptembt~r'2Z[, 2004 ~~~.. ~ '~
Mark E. Halbmner, Esquire
PA I.D. # 66737
GATES, HALBRUNER & HATCH, P.C.
1013 Mu~a Road, Suite 100
Lemo~e, PA 17043
..~} (717) 731-9600
~" ~ '~ Capacity: Co~sel for Personal R~resentative
l:HK'I":'l~(;::li"",'7
~..'." to "';."Illll'i.J--r
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COl:.\'TY OF ...__._ai\k'.~h.ig.._______ \
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PA REV~1500
SCHEDULE B
STOCKS and BONDS
Inv.ntolY 1
Inventory SummlUY
.ed8mptioa Date. 4/2001
~.r InveDtory hdellptloa
of BODda Value Value Inter..t
Accrual BODd.
Pre. January 1990 I..",. Dat... 7 $3,856.48 $3,856.48 $3,331.48
J...uary 1990 and Lat.r I..",. Dat... 0 $0.00 $0.00 $0.00 ·
7 $3,856.48 $3,856.48 $3,331.48
C"'rrllAt Inc..... Bonda 79 $78,500.00 $78,500.00 $0.00
Inventory Total. 86 $82,356.48 $82,356.48 $3,331.48
pootnote.
. Proceeds from Series EE & I Savings Bonds with issue dates beginning January 1990
may be eligible for special tax exemption when used for post-secondary education.
For further information concerning the benefits and restrictions that apply,
please contact the Internal Revenue Service.
1 These bonds are not eligible for payment within 6 months of their issue date.
2 These bonds have reached final maturity and will earn no additional interest.
They can be exchanged for HH Bonds within a year of their final maturity date.
3 These bonds have reached final maturity and will earn no additional interest.
They are not eligible for exchange for Series HH Bonds since they have been held
over a year past their final maturity date.
2
, . Inventory 1
Accrulll Bonde
Redemption Date. 4/2001
X....e Yield __t l'i_1
Serial ll'Ulllber Deaoa. Serie. Date Val..e Xutereet To Date Accrual Katurity
C515545459E $100 E 8/1970 $558.76 $483.76 6.81% 8/2000 2
C514268461E $100 E 6/1970 $552.00 $477.00 6.77t 6/2000 2
C512123667E $100 E 5/1970 $549.44 $474.44 6.75t 5/2000 2
C508862211E $100 E 3/1970 $549.44 $474.44 6.75t 3/2000 3
C508757002E $100 E 1/1970 $548.00 $473.00 6.74t 1/2000 3
C507152850E $100 E 11/1969 $540.08 $465.08 6.69t 11/1999 3
C516670398E $100 E 10/1970 $558.76 $483.76 6.81% 10/2000 2
1 " Not eligible for payment (purchase price) 2" Matured (exchangeable for HH) 3 = Matured (not exchangeable)
'" Possibly eligible for U.S. Savings Bond Education Benefit Program.
See footnotes on Inventory Summary page.
1
Inventory 1
ClIII8nt Income Bonds
Red.mption Datel 4/2001
Xe.ue Defe=ed xntere.t __t rinal
Serial lfulllber DeaGIII. . Serie. Date Val1lll Xntere.t Rate PaymeDt Maturity
D5037350HH $500 HH 12/1998 $500.00 $264.49 4.00t 6/2001 12/2018
M7177817HH $1,000 HH 12/1998 $1,000.00 $528.96 4.00t 6/2001 12/2018
M7177816HH $1,000 HH 12/1998 $1,000.00 $528.96 4.00t 6/2001 12/2018
M7177815HH $1,000 HH 12/1998 $1.,000.00 $528.96 4.00t 6/2001 12/2018
M7177814HH $1.,000 HH 12/1998 $1,000.00 $528.96 4.00t 6/2001 12/2018
M7177813HH $1,000 HH 12/1998 $1.,000.00 $528.96 4.00% 6/2001 12/2018
M7177812HH $1,000 HH 12/1998 $1,000.00 $528.98 4.00t 6/2001 12/2018
M7177811HH $1,000 HH 12/1998 $1,000.00 $528.98 4.00t 6/2001 12/2018
M7177810HH $1,000 HH 12/1998 $1,000.00 $528.96 4.00t 6/2001 12/2018
M7177809HH $1,000 HH 12/1998 $1,000.00 $528.96 4.00t 6/2001 12/2018
M7177808HH $1,000 HH 12/1998 $1,000.00 $528.98 4.00t 6/2001 12/2018
M7177807HH $1,000 HH 12/1998 $1,000.00 $528.98 4.00t 6/2001 12/2018
M7177806HH $1,000 HH 12/1998 $1,000.00 $528.98 4.00t 6/2001 12/2018
M7177805HH $1,000 HH 12/1998 $1,000.00 $528.98 4.00% 6/2001 12/2018
M7177804HH $1,000 HH 12/1998 $1,000.00 $528.98 4.00t 6/2001 12/2018
M7177803HH $1,000 HH 12/1998 $1,000.00 $528.96 4.00% 6/2001 12/2018
M7177802HH $1,000 HH 12/1998 $1,000.00 $528.96 4.00t 6/2001 12/2018
M7177801HH $1,000 HH 12/1998 $1,000.00 $528.96 4.00t 6/2001 12/2018
M7177800HH $1,000 HH 12/1998 $1.,000.00 $528.96 4.00t 6/2001 12/2018
M7177799HH $1,000 HH 12/1998 $1,000.00 $528.97 4.00t 6/2001 12/2018
M7177798HH $1,000 HH 12/1998 $1,000.00 $528.96 4.00t 6/2001 12/2018
M7177797HH $1,000 HH 12/1998 $1,000.00 $528.96 4.00t 6/2001 12/2018
M7177796HH $1,000 HH 12/1998 $1,000.00 $528.96 4.00% 6/2001 12/2018
M7177795HH $1,000 HH 12/1998 $1,000.00 $528.96 4.00t 6/2001 12/2018
M7177818HH $1,000 HH 12/1998 $1,000.00 $528.96 4.00t 6/2001 1212018
M7177821HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177820HH $1,000 HH 1/1999 $1,000.00 $772.94 4.00t 7/2001 1/2019
M7177869HH $1,000 HH 1/1999 $1,000.00 $772.94 4.00t 7/2001 1/2019
M7177868HH $1,000 HH 1/1999 $1,000.00 $772.94 4.00% 7/2001 1/2019
M7177897HH $1,000 HH 1/1999 $1,000.00 $772.94 4.00t 7/2001 1/2019
M7177866HH $1,000 HH 1/1999 $1,000.00 $772.94 4.00t 7/2001 1/2019
M7177865HH $1,000 HH 1/1999 $1,000.00 $772.94 4.00% 7/2001 1/2019
M7177864HH $1,000 HH 1/1999 $1,000.00 $772.94 4.00t 7/2001 1/2019
M7177863HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00t 7/2001 1/2019
M7177862HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177861HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00t 7/2001 1/2019
M7177860HH $1,000 HH 1/1999 $1,000.00 $772.96 4. 00% 7/2001 1/2019
M7177859HH $1,000 HH 1/1.999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177858HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177857HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177856HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00t 7/2001 1/2019
M7177855HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00t 7/2001 1/2019
M7177854HH $1,000 HH 1/1999 $1,000.00 $772.94 4.00% 7/2001 1/2019
M7177853HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00t 7/2001 1/2019
M7177852HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00t 7/2001 1/2019
M7177851HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177850HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00t 7/2001 1/2019
M7177849HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177848HH $1,000 HH 1/1999 $1,000.00 $772.96 4. oot 7/2001 1/2019
M7177847HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00t 7/2001 1/2019
M7177846HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00t 7/2001 1/2019
M7177845HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00t 7/2001 1/2019
M7177822HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177523HH $1,000 HH 1/1999 $1,000.00 $772.96 4. oot 7/2001 1/2019
M7177824HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177825HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00t 7/2001 1/2019
M7177826HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
1 ; Not eligible for payment (purchase price) 2; Matured (exchangeable for HH) 3 '" Matured (not exchangeable 1
. '" Possibly eligible for U.S. Savings Bond Education Benefit Program.
See footnotes on Inventory Summary page.
1
, . Invento:x. 1
Current Income Bon (continued)
.edamptioa Datal 4/2001
Xa...a Dafa=ecl Xntara.t __t I'inal
Sarial JIU1IIbar 0_. Saria. Data Val_ Xntaraat aata 'a~t Maturity
M7177827HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177828HH $1,000 HH 1/1999 $1,000.00 $772 . 96 4.00% 7/2001 1/2019
M7177829HH $1,000 HH 1/1999 $1,000.00 $772.94 4.00% 7/2001 1/2019
M7177830HH $1,000 HH 1/1999 $1,000.00 $772 . 96 4.00% 7/2001 1/2019
M7177831HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177832HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177833HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177834HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177835HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177836HH $1,000 HH 1/1999 $1,000.00 $772 .96 4.00% 7/2001 1/2019
M7177837HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177838HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177839HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177840HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177841HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177844HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177843HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177842HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
M7177872HH $1,000 HH 1/1999 $1,000.00 $772.94 4.00% 7/2001 1/2019
M7177871HH $1,000 HH 1/1999 $1,000.00 $772.94 4.00% 7/2001 1/2019
M7177870HH $1,000 HH 1/1999 $1,000.00 $772.94 4.00% 7/2001 1/2019
M7177819HH $1,000 HH 1/1999 $1,000.00 $772.96 4.00% 7/2001 1/2019
1 " Not eligible for payment (purchase price) 2" Matured (exchangeable for HH) 3" Matured (not exchangeable)
. " Possibly eligible for U.S, Savings Bond Education Benefit Program.
See footnotes on Inventory Summary page.
2
, "
PA REV-1500
SCHEDULE E
CASH, BANK DEPOSITS &
MISCELLANEOUS PERSONAL
PROPERTY
, '. '
The Periodic Report of the Administrator,
Community Trust Company,
is attached as documentation of the cash assets
received by the estate, tangible assets, and of
decedent debts and administrative costs.
TRUST
C J ",'1 P ,~ I,,' Y
PERIODIC REPORT
COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
12/05/01 TO 06/28/02
REPORT OF ASSETS
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
AS OF 06/28/02
Units
BONDS
U.S. GOVT & AGENCY OBLIGATIONS
1. SERIES E SAVINGS 3856
BONDS
TOTAL BONDS
REAL ESTATE
PROPERTY OWNED
2. 1919 MARKET STREET
HARRISBURG, PA
1
Price
1. 0000
48,000.0000
TOTAL REAL ESTATE
BANK ACCOUNTS
TIME DEPOSITS - OTHER BANKS
3. ALLFIRST CERTIFICATE 1
OF DEPOSIT
#80000002028544
ELIZABETH HIGBY
TED HIGBY
THELMA CESSNA
4. ALLFIRST CERTIFICATE 1
OF DEPOSIT
#87008140016888
HELEN TOWNSEND
RICHARD TOWNSEND
THELMA CESSNA
5. ALLFIRST CERTIFICATE 1
OF DEPOSIT
#87008140016896
THELMA CESSNA
JEAN GUARNIERE
DEMAND DEPOSITS - OTHER BANKS
6. ALLFIRST CHECKING 1
ACCOUNT
#0022264671
7. COMMERCE BANK 3894
12,011.8900
10.012.2300
10,012.2300
2,533.8500
1. 0000
Market Value
06/28/02
3,856.48
PAGE 1
Book
Value
3,856.48
3,856.48
==~========== =============
3,856.48
48,000.00
48,000.00
48,000.00
-------------
-------------
48,000.00
=============
12,011.89
10,012.23
10,012.23
2,533.85
3,894.08
12,011.89
10,012.23
10,012.23
2,533.85
3,894.08
, ,
REPORT OF ASSETS
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
AS OF 06/28/02
PAGE 2
Units
Price
Market Value
06/28/02
Book
Value
BANK ACCOUNTS
MONEY MARKET FUNDS
8. FEDERATED GOV'T
OBLIGATIONS FD #395
151000
1.0000
151,000.00
151,000.00
============= =============
TOTAL BANK ACCOUNTS
189,464.28
189,464.28
MISCELLANEOUS
OTHER INVESTMENTS
9. DIAMOND RING AND
WEDDING BAND CESSNA
10. PERSONAL PROPERTY
CESSNA ESTATE
11. RED GEMSTONE RING
CESSNA
1
550.0000
550.00
550.00
125.0000
1,730.00
125.00
1,730.00
1
1,730.0000
1
125.00
============= =============
TOTAL MISCELLANEOUS
2,405.00
2,405.00
TOTAL INVESTMENTS 243,725.76 243,725.76
INCOME CASH ON HAND 0.00 0.00
PRINCIPAL CASH ON HAND 0.00 0.00
------------- -------------
TOTAL ASSETS 243,725.76 243,725.76
TOTAL CASH 0.00
REPORT OF INCOME CASH PAGE 3
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
BEGINNING BALANCE
0.00
---------------
INCOME CASH RECEIPTS
---------------
1. ASSET SALES AND TRANSFERS
Sale of an Income Asset
COMMERCE BANK
01/09/02 Sold 99.5500 units
Purchased 12/31/01
No gain or loss
99.55
01/11/02 Sold 182.2400 units
Purchased 01/08/02
No gain or loss
182.24
01/23/02 Sold 28.8100 units
Purchased 01/08/02
No gain or loss
28.81
02/05/02 Sold 99.5500 units
Purchased 01/31/02
No gain or loss
99.55
04/15/02 Sold 1.7000 units
Purchased 02/01/02
No gain or loss
1.70
06/11/02 Sold 317.9800 units
Purchased 02/01/02
No gain or loss
317.98
Total Sale of an Income Asset
729.83
TOTAL ASSET SALES AND TRANSFERS
729.83
2. DIVIDENDS RECEIVED
Dividend Receipt
FEDERATED GOV'T OBLIGATIONS FD 1395
12/31/01 DIVIDEND OF
01/31/02 DIVIDEND OF
02/28/02 DIVIDEND OF
03/31/02 DIVIDEND OF
59.66
118.50
97.30
104.63
REPORT OF INCOME CASH PAGE 4
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
04/30/02 DIVIDEND OF
05/31/02 DIVIDEND OF
Total Dividend Receipt
TOTAL DIVIDENDS RECEIVED
3. INTEREST RECEIVED
Interest Receipt
COMMERCE BANK
12/31/01
01/31/02
02/28/02
03/31/02
04/30/02
05/31/02
Total Interest Receipt
TOTAL INTEREST RECEIVED
143.55
195.14
718.78
718.78
0.94
1.65
0.68
4.41
10.36
0.98
19.02
19.02
4. TRANSFERS TO INCOME FROM PRINCIPAL
Transfer Principal to Income
12/05/01
12/18/01
12/20/01
01/23/02
01/29/02
259.10
13 .62
30.94
8.14
22.28
Total Transfer Principal to Income
334.08
TOTAL TRANSFERS TO INCOME FROM PRINCIPAL
334.08
5. MISCELLANEOUS RECEIPTS
Miscellaneous Income Receipt
01/08/02 RENTAL INCOME; 1919 MARKET
STREET, 1ST FLOOR
RECEIVED FROM DAVID LEWIS
02/19/02 ONE HALF MONTH OF RENTAL
INCOME, 1919 MARKET ST
1ST FLOOR; RECEIVED FROM
DAVID LEWIS
250.00
125.00
, ,
REPORT OF INCOME CASH PAGE 5
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
Total Miscellaneous Income Receipt
375.00
Miscellaneous Income Receipt
FIRST UNION CHECKING ACCOUNT
#1000633249224
OS/28/02 INTEREST DUE TO MARGARET
RATICAN
DEPOSITED TO CHECKING ACCOUNT
317.98
Total Miscellaneous Income Receipt
317.98
TOTAL MISCELLANEOUS RECEIPTS
692.98
TOTAL INCOME CASH RECEIPTS
2,494.69
INCOME CASH DISBURSEMENTS
6. ASSET PURCHASES FROM INCOME
Purchase Asset from Income
COMMERCE BANK
01/02/02 59.66 UNITS AT 1.00
-59.66
01/08/02 250 UNITS AT 1.00
02/01/02 118.5 UNITS AT 1.00
02/19/02 125 UNITS AT 1.00
03/01/02 97.3 UNITS AT 1.00
04/01/02 104.63 UNITS AT 1. 00
05/01/02 143.55 UNITS AT 1.00
OS/28/02 317.98 UNITS AT 1.00
06/03/02 195.14 UNITS AT 1.00
-250.00
-118.50
-125.00
-97.30
-104.63
-143.55
-317.98
-195.14
Total Purchase Asset from Income
-1,411.76
REPORT OF INCOME CASH PAGE 6
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
Cash Management Purchase
COMMERCE BANK
12/31/01
01/31/02
02/28/02
03/31/02
04/30/02
05/31/02
-0.94
-1.65
-0.68
-4.41
-10.36
-0.98
Total Cash Management Purchase
-19.02
TOTAL ASSET PURCHASES FROM INCOME
-1,430.78
7. UTILITIES EXPENSES
Electricity Expense
12/18/01 A/C #05590-85004
SERVICE TO 1919 MARKET STREET
3RD FLOOR
Check # 007308
PP & L
12/18/01 A/C #05990-85006
SERVICE TO 1919 MARKET STREET
2ND FLOOR
Check # 007308
PP & L
01/23/02 A/C #05590-85004
SERVICE TO 1919 MARKET STREET
3RD FLOOR
Check # 007451
PP & L
01/23/02 A/C #05990-85006
SERVICE TO 1919 MARKET STREET
2ND FLOOR
Check # 007451
PP & L
-6.81
-6.81
-6.81
-17.14
--------------
Total Electricity Expense
-37.57
. .
REPORT OF INCOME CASH PAGE 7
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
Fuel Oil Expense
12/05/01 HB MCCLURE
FUEL OIL FOR 1919 MARKET
STREET
Check # 007232
01/11/02 FUEL OIL FOR
1919 MARKET STREET
A/C #103-508
Check # 007419
H.B. MCCLURE
-159.55
-182.24
Total Fuel Oil Expense
-341. 79
Gas Expense
12/20/01 A/C #207 368 4344 16
Check # 007338
UGI UTILITIES, INC.
01/23/02 A/C #207 368 4344 16
Check # 007452
UGI UTILITIES, INC.
-15.47
-13.00
Total Gas Expense
-28.47
Water Expense
12/05/01 PP &. L
MONTHLY UTILITY BILL; 1919
MARKET STRRET
#09079010-0000(8)
Check # 007231
01/09/02 MONTHLY UTILITY BILL
1919 MARKET STREET
09079010-0000{8)
Check # 007409
CITY TREASURER
02/05/02 MONTHLY UTILITY BILL
1919 MARKET STREET
09079010-0000(8)
Check # 007505
CITY TREASURER
-99.55
-99.55
-99.55
Total Water Expense
-298.65
REPORT OF INCOME CASH PAGE 8
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
TOTAL UTILITIES EXPENSES
-706.48
8. HEALTH CARE
Doctor/Professional Services
01/29/02 ENT FACIAL PLASTIC SURGERY
GROUP
INVOICE #CESSTH-001 DTD
11/30/00
DATE OF SERVICE 11/01/00
Check # 007475
-22.28
Total Doctor/Professional Services
-22.28
TOTAL HEALTH CARE
-22.28
9. TAXES
State Fid Inc
04/15/02
Tax, Bal due
PA DEPARTMENT OF REVENUE
STATE FIDUCIARY INCOME TAX;
BALANCE DUE 2001
25-6796703
Check # 007802
-1. 70
Total State Fid Inc Tax, Bal due
-1. 70
TOTAL TAXES
-1.70
10. TRANSFERS FROM INCOME TO PRINCIPAL
Transfer Income to Principal
12/20/01
-15.47
Total Transfer Income to Principal
-15.47
TOTAL TRANSFERS FROM INCOME TO PRINCIPAL
-15.47
11. MISCELLANEOUS DISBURSEMENTS
Disbursement
REPORT OF INCOME CASH PAGE 9
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
06/11/02 MARGARET M. RATICAN
INTEREST ON FIRST UNION
CERTIFICATE OF DEPOSIT
FROM DATE OF DEATH TO DATE
OF DISTRIBUTION TO
MARGARET
Check # 008039
-317.98
Total Disbursement
-317.98
TOTAL MISCELLANEOUS DISBURSEMENTS
-317.98
TOTAL INCOME CASH DISBURSEMENTS
-2,494.69
===============
INCOME CASH BALANCE
0.00
, .
REPORT OF PRINCIPAL CASH PAGE 10
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
BEGINNING BALANCE
0.00
,..---------------
PRINCIPAL CASH RECEIPTS
1. CASH ADDITIONS
Cash Addition
03/06/02
04/11/02
04/24/02
04/29/02
05/15/02
06/04/02
PROCEEDS FROM PNC CHECKING
ACCOUNT #50-0565-7127
PREOCEEDS RECEIVED FROM
MEMBERS FIRST
SAVINGS ACCOUNT
CASH FOUND IN HOME
CASH FOUND IN HOME
CASH FOUND IN HOME
INTERNAL REVENUE SERVICE
PERSONAL INCOME TAX REFUND
FOR 12/31/01
24,113.58
2,379.79
12.00
255.70
10.00
2,215.00
Total Cash Addition
28,986.07
TOTAL CASH ADDITIONS
28,986.07
2. ASSET SALES AND TRANSFERS
Proceeds from Sale of Asset
US SAVINGS BONDS SERIES HH 12 1998
04/02/02 Sold 24,500.0000 units
Purchased 12/31/98
Long-term loss of 13,291.76
24,500.00
US SAVINGS BONDS SERIES HH 01 1999
04/02/02 Sold 54,000.0000 units
Purchased 01/31/99
Long-term loss of 42,282.60
54,000.00
FEDERATED GOV'T OBLIGATIONS FD #395
02/11/02 Sold 5,000.0000 units
Purchased 12/05/01
No gain or loss
5,000.00
05/02/02 Sold 3,000.0000 units
Purchased 12/05/01
No gain or loss
3,000.00
REPORT OF PRINCIPAL CASH PAGE 11
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
COMMERCE BANK
12/05/01 Sold 259.1000 units
Purchased 12/05/01
No gain or loss
259.10
12/18/01 Sold 13.6200 units
Purchased 12/05/01
No gain or loss
12/20/01 Sold 84.0700 units
Purchased 12/05/01
No gain or loss
12/20/01 Sold 15.4700 units
Purchased 12/05/01
No gain or loss
01/18/02 Sold 2,200.1300 units
Purchased 12/05/01
No gain or loss
01/23/02 Sold 8.1400 units
Purchased 12/05/01
No gain or loss
01/29/02 Sold 22.2800 units
Purchased 12/05/01
No gain or loss
01/31/02 Sold 5,195.3300 units
Purchased 12/05/01
No gain or loss
02/13/02 Sold 734.2600 units
Purchased 12/05/01
No gain or loss
02/25/02 Sold 450.0000 units
Purchased 02/11/02
No gain or loss
02/26/02 Sold 40.4700 units
Purchased 02/11/02
No gain or loss
13.62
84.07
15.47
2,200.13
8.14
22.28
5,195.33
734.26
450.00
40.47
REPORT OF PRINCIPAL CASH PAGE 12
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
03/01/02 Sold 366.0000 units 366.00
Purchased 02/11/02
No gain or loss
03/07/02 Sold 3,686.2900 units 3,686.29
Purchased 02/11/02
No gain or loss
03/11/02 Sold 147.2800 units 147.28
Purchased 03/06/02
No gain or loss
03/18/02 Sold 410.9200 units 410.92
Purchased 03/06/02
No gain or loss
03/22/02 Sold 12.9800 units 12.98
Purchased 03/06/02
No gain or loss
03/27/02 Sold 14.9800 units 14.98
Purchased 03/06/02
No gain or loss
03/27/02 Sold 21,982.9400 units 21,982.94
Purchased 03/06/02
No gain or loss
04/01/02 Sold 95.0000 units 95.00
Purchased 03/06/02
No gain or loss
04/03/02 Sold 1,100.0000 units 1,100.00
Purchased 03/06/02
No gain or loss
04/04/02 Sold 389.2500 units 389.25
Purchased 03/06/02
No gain or loss
04/05/02 Sold 99.5500 units 99.55
Purchased 04/02/02
No gain or loss
, ,
REPORT OF PRINCIPAL CASH PAGE 13
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
04/09/02 Sold 487.0600 units 487.06
Purchased 04/02/02
No gain or loss
04/10/02 Sold 203.3900 units 203.39
Purchased 04/02/02
No gain or loss
04/15/02 Sold 245.0000 units 245.00
Purchased 04/02/02
No gain or loss
04/16/02 Sold 97.5000 units 97.50
Purchased 04/02/02
No gain or loss
04/17/02 Sold 25.7700 units 25.77
Purchased 04/02/02
No gain or loss
04/17/02 Sold 75,000.0000 units 75,000.00
Purchased 04/02/02
No gain or loss
04/23/02 Sold 12.9800 units 12.98
Purchased 04/02/02
No gain or loss
05/06/02 Sold 99.5500 units 99.55
Purchased 04/02/02
No gain or loss
05/06/02 Sold 140.0000 units 140.00
Purchased 04/02/02
No gain or loss
05/09/02 Sold 5,041.9800 units 5,041.98
Purchased 04/02/02
No gain or loss
05/10/02 Sold 910.1600 units 910.16
Purchased 05/02/02
No gain or loss
, .
REPORT OF PRINCIPAL CASH PAGE 14
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
05/14/02 Sold 30.0000 units
Purchased 05/02/02
No gain or loss
30.00
05/17/02 Sold 25.8400 units
Purchased 05/02/02
No gain or loss
25.84
OS/23/02 Sold 18.0000 units
Purchased 05/02/02
No gain or loss
18.00
OS/24/02 Sold 84.8000 units
Purchased 05/02/02
No gain or loss
84.80
06/03/02 Sold 285.0300 units
Purchased 05/02/02
No gain or loss
285.03
06/05/02 Sold 99.5500 units
Purchased 05/02/02
No gain or loss
99.55
06/06/02 Sold 50.0000 units
Purchased 05/02/02
No gain or loss
50.00
06/13/02 Sold 443.9200 units
Purchased 05/02/02
No gain or loss
443.92
06/26/02 Sold 30.0000 units
Purchased 05/02/02
No gain or loss
30.00
Total Proceeds from Sale of Asset
207,158.59
TOTAL ASSET SALES AND TRANSFERS
207,158.59
3. TRANSFERS TO PRINCIPAL FROM INCOME
Transfer Income to Principal
12/20/01
15.47
REPORT OF PRINCIPAL CASH PAGE 15
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
Total Transfer Income to Principal 15.47
TOTAL TRANSFERS TO PRINCIPAL FROM INCOME 15.47
4. MISCELLANEOUS RECEIPTS
Miscellaneous Receipt
FIRST UNION CHECKING ACCOUNT
#1000633249224
OS/28/02 PROCEEDS TO DATE OF DEATH;
$386.65
LESS SERVICE CHARGE OF $9.00
377.65
Total Miscellaneous Receipt
377.65
TOTAL MISCELLANEOUS RECEIPTS
377.65
TOTAL PRINCIPAL CASH RECEIPTS
236,537.78
PRINCIPAL CASH DISBURSEMENTS
5. TAXES
State Per Inc Tax, Bal due
04/15/02 PA DEPARTMENT OF REVENUE
STATE PERSONAL INCOME TAX;
BALANCE DUE 2001
204-01-3543
Check # 007812
-245.00
Total State Per Inc Tax, Ba1 due
-245.00
Real Estate Tax
03/18/02 DAUPHIN COUNTY TREASURER
COUNTY REAL ESTATE TAX
1919 MARKET STREET
Check # 007646
DAUPHIN COUNTY TREASURER
-383.43
Total Real Estate Tax
-383.43
, .
REPORT OF PRINCIPAL CASH PAGE 16
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
TOTAL TAXES
-628.43
6. FUNERAL EXPENSES
Funeral Expenses
04/03/02 DIOCESE OF HARRISBURG
OFFICE OF CATHOLIC CEMETERIES
BRONZE MEMORIAL FOR GRAVE
Check # 007708
-1,100.00
Total Funeral Expenses
-1,100.00
TOTAL FUNERAL EXPENSES
-1,100.00
7. ASSET PURCHASES AND TRANSFERS
Purchase of an Asset
FEDERATED GOV'T OBLIGATIONS FD #395
04/17/02 75000 UNITS AT 1.00
-75,000.00
COMMERCE BANK
02/11/02 5000 UNITS AT 1.00
03/06/02 24113.58 UNITS AT 1.00
04/02/02 78500 UNITS AT 1.00
04/11/02 2379.79 UNITS AT 1.00
04/24/02 12 UNITS AT 1.00
04/29/02 255.7 UNITS AT 1.00
05/02/02 3000 UNITS AT 1.00
05/15/02 10 UNITS AT 1.00
OS/28/02 377.65 UNITS AT 1.00
06/04/02 2215 UNITS AT 1.00
06/25/02 28.3 UNITS AT 1.00
-5,000.00
-24,113.58
-78,500.00
-2,379.79
-12.00
-255.70
-3,000.00
-10.00
-377.65
-2,215.00
-28.30
REPORT OF PRINCIPAL CASH PAGE 17
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
Total Purchase of an Asset
TOTAL ASSET PURCHASES AND TRANSFERS
8. FEES
Personal Tax Preparation Fee
04/16/02 PREPARATION OF 2001 FEDERAL
AND STATE PERSONAL
INCOME TAX RETURNS
Total Personal Tax Preparation Fee
Fiduciary Tax
04/01/02
05/06/02
Prep Fee
FOR YEAR ENDING 12/31/01
FIDUCIARY TAX PREPARATION
FEE 2001
Total Fiduciary Tax Prep Fee
Trustee Fees
12/20/01 FOR 1 MONTH(S) FEE ENDING
11/30/01
THELMA M. CESSNA REV TRUST
Total Trustee Fees
Legal Fees
01/18/02 GATES, HALBRUNER & HATCH,
P.C.
ESTATE ADMINISTRATION PER
INVOICE
DATED DECEMBER 20, 2001;
#17888
Check # 007432
GATES, HALBRUNER & HATCH, P.C.
01/31/02 GATES, HALBRUNER & HATCH,
P.C.
ESTATE ADMINISTRATION PER
INVOICE
DATED JANUARY 15, 2002;
#18093
Check # 007483
GATES, HALBRUNER & HATCH, P.C.
-190,892.02
-190,892.02
-97.50
-97.50
-95.00
-140.00
-235.00
-84.07
-84.07
-2,140.13
-2,120.20
REPORT OF PRINCIPAL CASH PAGE 18
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
05/09/02 GATES, HALBRUNER & HATCH,
P.C.
ESTATE ADMINISTRATION PER
INVOICE #6318
DATED 02/28/02; INVOICE
#19860 DATED 03/31/02;
INVOICE #20042 DATED 4/19/02
Check # 007913
GATES, HALBRUNER & HATCH, P.C.
05/10/02 GATES, HALBRUNER & HATCH,
P.C.
ESTATE SDMINISTRATION PER
INVOICE DTD 05/06/02
INVOICE #20065
Check # 007918
GATES, HALBRUNER & HATCH, P.C.
06/13/02 GATES, HALBRUNER & HATCH,
P.C.
LEGAL SERVICES; INVOICE
#20285 DTD 06/10/02
Check # 008046
GATES, HALBRUNER & HATCH, P.C.
Total Legal Fees
Executor Fees
03/27/02
Total Executor Fees
TOTAL FEES
9. DISTRIBUTION OF PRINCIPAL
Partial Distr. of Principal
04/09/02 CITY TREASURER
CITY REAL ESTATE TAX; 1919
MARKET STREET
Check # 007734
CITY TREASURER
Total Partial Dist~. of Principal
TOTAL DISTRIBUTION OF PRINCIPAL
-5,041.98
-766.45
-443.92
-10,512.68
-21,982.94
-21,982.94
-32,912.19
-487.06
-487.06
-487.06
REPORT OF PRINCIPAL CASH PAGE 19
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
10. TRANSFERS FROM PRINCIPAL TO INCOME
Transfer Principal to Income
12/05/01
12/18/01
12/20/01
01/23/02
01/29/02
Total Transfer Principal to Income
-259.10
-13.62
-30.94
-8.14
-22.28
-334.08
TOTAL TRANSFERS FROM PRINCIPAL TO INCOME
-334.08
11. MISCELLANEOUS DISBURSEMENTS
Miscellaneous Disbursement
01/18/02 CHUCK BRICKER AUCTIONEER
APPRAISAL OF PERSONAL
PROPERTY LOCATED AT
1919 MARKET STREET
HARRISBURG, PA
Check # 007431
01/31/02 CITY OF HARRISBURG
FULL SATISFACTION OF
JUDEMENT ENTERED IN 1997
Check 1/ 007480
01/31/02 ESHENAUR FUELS, INC.
SATISFACTION OF JUDEMENT
ENTERED IN 1988
FOR OUTSTANDING BALANCE DUE
FOR FUEL OIL
Check 1/ 007481
01/31/02 PATRIOT NEWS
ADVERTISING EXPENSE FOR
PROOF OF
PUBLICATION FOR ESTATE -
NOTICE PUBLISHED
12/01/01; 12/28/01 & 01/04/02
Check 1/ 007482
06/06/02 MONN'S DIAMOND GALLERY, LTD
APPRAISAL OF DIAMOND RING
Check 1/ 008028
-60.00
-2,461.69
-388.14
-225.30
-50.00
REPORT OF PRINCIPAL CASH PAGE 20
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
06/26/02 DEPARTMENT OF STATE
TO OBTAIN THE DEATH
CERTIFICATE FOR PAUL SMITH,
BROTHER OF THELMA, IN ORDER
TO REDEEM
SERIES E BONDS
Check # 008146
-30.00
Total Miscellaneous Disbursement
-3,215.13
Medical Expenses
03/27/02 QUANTUM IMAGING & THERAPEUTIC
RADIOLOGY SERVICES AT HOLY
SPIRIT HOSPITAL
A/C #892945A97
Check # 007685
-14.98
Total Medical Expenses
-14.98
Miscellaneous
1919 MARKET
02/13/02
02/13/02
Disbursement
STREET HARRISBURG, PA
FOREMOST INSURANCE GROUP
HOMEOWNERS INSURANCE COVERAGE
THRU APRIL 01, 2002
Check # 007523
H.B. MCCLURE
FUEL OIL DELIVERED ON
1/14/02 $185.42
AND 02/04/02 $159.59
Check # 007524
H.B. MCCLURE
ROTHMAN SCHUBERT & REED,
REALTORS
APPRAISAL OF 3 UNIT SMALL
RESIDENTIAL PROPERTY
Check # 007564
PP &: L
SERVICE TO 1919 MARKET STREET
3RD FLOOR
A/e #05590-85004
Check # 007570
PP &: L
-389.25
-345.01
02/25/02
-450.00
02/26/02
-8.58
REPORT OF PRINCIPAL CASH PAGE 21
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
02/26/02 PP" L
SERVICE TO 1919 MARKET STREET
2ND FLOOR
A/C #05590-85006
Check # 007570
PP " L
02/26/02 UGI
SERVICE TO 1919 MARKET STREET
A/C #207 368 4344 16
Check # 007571
UGI UTILITIES, INC.
03/01/02 ARTHUR RHODES
MAINTENANCE " REPAIR TO
FURNACE
REPAIR BROKEN BASEMENT WINDOW
Check # 007598
03/07/02 FUNB AS CUSTODIAN
SATISFACTION OF JUDGEMENT
BETWEEN CITY OF
HARRISBURG AND THELMA M.
CESSNA ENTERED 07/17/84
AGAINST REAL ESTATE, BY
ORDER IN COURT OF COMMON
PLEAS DAUPHIN COUNTY NO. 683
MLD28 DATED 03/06/02
Check # 007610
03/07/02 CITY TREASURER
MONTHLY SERVICE TO 1919
MARKET STREET
A/C #09079010-0000(8)
Check # 007611
CITY TREASURER
03/11/02 H.B. MCCLURE
FUEL OIL FOR 1919 MARKET
STREET
A/C #103-508
Check # 007622
H.B. MCCLURE
03/18/02 PP" L
SERVICE TO 1919 MARKET STREET
3RD FLOOR
A/C #05590-85004
Check # 007647
PP " L
-18.90
-12.99
-366.00
-3,586.74
-99.55
-147.28
-7.04
REPORT OF PRINCIPAL CASH PAGE 22
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
03/18/02 PP &: L
SERVICE TO 1919 MARKET STREET
2ND FLOOR
A/C #05590-85006
Check # 007647
PP &: L
03/18/02 PP &: L
SERVICE TO 1919 MARKET STREET
1ST FLOOR
A/C #05790-85019
Check # 007647
PP &: L
03/22/02 UGI
SERVICE TO 1919 MARKET STREET
A/C #207 368 4344 16
Check # 007668
UGI UTILITIES, INC.
04/04/02 FOREMOST INSURANCE COMPANY
HOMEOWNERS INSURANCE
POLICY #381-0064480978-01
Check # 007710
04/05/02 CITY TREASURER
MONTHLY SERVICE TO 1919
MARKET STREET
A/C #09079010-0000(8)
Check # 007719
CITY TREASURER
04/10/02 H.B. MCCLURE
FUEL OIL FOR 1919 MARKET
STREET
A/C #103-508
Check # 007740
H.B. MCCLURE
04/17/02 PP &: L
SERVICE TO 1919 MARKET STREET
2ND FLOOR
A/C #05590-85006
Check # 007819
PP &: L
-18.37
-2.08
-12.98
-389.25
-99.55
-203.39
-11.89
REPORT OF PRINCIPAL CASH PAGE 23
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
04/17/02 PP &. L
SERVICE TO 1919 MARKET STREET
3RD FLOOR
A/C #05590-85004
Check # 007819
PP &. L
04/17/02 PP &. L
SERVICE TO 1919 MARKET STREET
1ST FLOOR
A/C #05790-85019
Check # 007819
PP &. L
04/23/02 UGI
SERVICE TO 1919 MARKET STREET
A/C #207 368 4344 16
Check # 007842
UGI UTILITIES, INC.
05/06/02 CITY TREASURER
MONTHLY SERVICE TO 1919
MARKET STREET
A/C #09079010-0000{8}
Check # 007905
CITY TREASURER
05/10/02 H.B. MCCLURE
FUEL OIL FOR 1919 MARKET
STREET
A/C il03-508
Check # 007919
H.B. MCCLURE
05/14/02 JAMES A. HARPER
FOR HELP IN CLEANING OUT THE
HOUSE
Check # 007930
05/17/02 PP &. L
SERVICE TO 1919 MARKET STREET
3RD FLOOR
A/e #05590-85004
Check # 007946
PP &. L
-6.94
-6.94
-12.98
-99.55
-143.71
-30.00
-6.94
REPORT OF PIlINCIPAL CASH PAGE 24
FOR ACCOUNT 3300103 ~ITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
05/17/02 PP &. L
SERVICE TO 1919 MaRKET STREET
2ND FLOOR
AIC #05590-85006
Check # 007946
PP &. L
05/17/02 PP &. L
SERVICE TO 1919 MaRKET STREET
1ST FLOOR
AIC #05790-85019
Check # 007946
PP &. L
05/23/02 UGI
SERVICE TO 1919 MARKET STREET
AIC #207 368 4344 16
Check # 007969
UGI UTILITIES, INC.
05/24/02 GOODWILL INDUSTRIES OF, PA
SHRED INK - SHREDDING OF
PERSONAL PAPERS AND
DOCUMENTS IN THE ROUSE
INVOICE #650
Check # 007983
06/03/02 FORMOST INSURANCE CO.
HOMEOWNERS INSURANCE POLICY
#381006448097801
Check # 008013
06/05/02 CITY TREASURER
MONTHLY SERVICE TO 1919
MARKET STREET
AIC #09079010-0000(8)
Check # 008024
CITY TREASURER
06/25/02 REFUND OF OVER PA~1 AIC
#207368434416
-11.96
-6.94
-18.00
-84.80
-285.03
-99.55
28.30
Total Miscellaneous DisburseBent
-6,953.89
TOTAL MISCELLANEOUS DISBURSEMENTS
-10,184.00
TOTAL PRINCIPAL CASH DISBURSEMENTS
-236,537.78
REPORT OF PRINCIPAL CASH PAGE 25
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
==============
PRINCIPAL CASH BALANCE
0.00
REPORT OF NON-CASH ENTRIES PAGE 26
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
---------------
NON-CASH DECREASES
---------------
1. NON-CASH TRANSFER OUT
Non-Cash Transfer Out
FIRST UNION CHECKING ACCOUNT
#1000633249224
OS/28/02 1 UNITS
ACCOUNT CLOSED
-386.65
Total Non-Cash Transfer Out
-386.65
Delivery of an asset
FEDERAL EMPLOYEES GROUP LIFE
02/07/02 1 UNITS
POLICY DEATH CLAIM PROCESSED
BY AND PAID TO
BENEFICIARY OF POLICY;
ANGELINE KAUFFMAN
-26,000.00
LINCOLN NATIONAL LIFE INSURANCE CO
POLICY #642618302
01/31/02 1 UNITS
POLICY DEATH CLAIM PROCESSED
BY AND PAID
TO BENEFICIARY OF POLICY,
JEAN GUARNIERI
-6,902.08
FIRST UNION CERTIFICATE OF DEP
#247412062199181 THELMA M. CESSNA
MARGARET RATICAN
04/24/02 1 UNITS
DELIVERED TO JOINT OWNER;
MARGARET RATICAN
-10,023.09
MEMBERS FIRST CERTIFICATE OF DEP
#1248-42 ANGELINE R. KAUFFMAN
THELMA M. CESSNA
02/25/02 1 UNITS
DELIVERED TO JOINT OWNER
ANGELINE KAUFFMAN
-10,003.62
REPORT OF NON-CASH ENTRIES PAGE 27
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
MEMBERS FIRST CERTIFICATE OF DEP
#1248-43 ANGELINE R. KAUFFMAN
THELMA M. CESSNA
02/25/02 1 UNITS
DELIVERED TO JOINT OWNER
ANGELINE KAUFFMAN
-15,677.73
MEMBERS FIRST CERTIFICATE OF DEP
#1248-44 ANGELINE R. KAUFFMAN
THELMA M. CESSNA
02/25/02 1 UNITS
DELIVERED TO JOINT OWNER
ANGELINE KAUFFMAN
-10,003.33
MEMBERS FIRST SAVINGS ACCOUNT
#124800
04/11/02 1 UNITS
-1.684.51
PNC CHECKING ACCOUNT #5005657127
03/06/02 1 UNITS
ACCOUNT CLOSED 03/05/02
-20,969.59
Total Delivery of an asset
-101.263.95
TOTAL NON-CASH TRANSFER OUT
-101.650.60
TOTAL NON-CASH DECREASES
-101.650.60
---------------
NON-CASH INCREASES
---------------
2. NON-CASH TRANSFER IN
Non-Cash Transfer In
US SAVINGS BONDS SERIES HH 12 1998
01/16/02 24500 UNITS AT 1.00
RECEIVED FROM SAFE DEPOSIT
BOX
24,500.00
US SAVINGS BONDS SERIES HH 01 1999
, .
REPORT OF NON-CASH ENTRIES PAGE 28
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
01/16/02 54000 UNITS AT 1.00
RECEIVED FROM SAFE DEPOSIT
BOX
54,000.00
PERSONAL PROPERTY CESSNA ESTATE
12/05/01 1 UNITS
PERSONAL PROPERTY AT 1919
MARKET STREET
RESIDENCE AS APPRAISED
1,730.00
1919 MARKET STREET HARRISBURG, PA
12/05/01 1 UNITS
RECEIPT OF REAL ESTATE AT
DATE OF DEATH
APPRAISED VALUE
48,000.00
Total Non-Cash Transfer In
128,230.00
Receipt of an asset
FEDERATED GOV'T OBLIGATIONS FD #395
12/05/01 84000 UNITS AT 1.00
RECEIVED FROM THELMA M.
CESSNA REV TRUST
84,000.00
FEDERAL EMPLOYEES GROUP LIFE
12/05/01 1 UNITS
26,000.00
LINCOLN NATIONAL LIFE INSURANCE CO
POLICY #642618302
12/05/01 1 UNITS
WHOLE LIFE POLICY
6,902.08
ALLFIRST CERTIFICATE OF DEPOSIT
#80000002028544 ELIZABETH HIGBY
TED HIGBY THELMA CESSNA
12/05/01 1 UNITS
DOD BALANCE $12,000.00;
ACCRUED INTEREST $11.89
12,011.89
ALL FIRST CERTIFICATE OF DEPOSIT
#87008140016888 HELEN TOWNSEND
RICHARD TOWNSEND THELMA CESSNA
, .
REPORT OF NON-CASH ENTRIES PAGE 29
FOR ACCOUNT 3300103 COMHUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
12/05/01 1 UNITS
DOD BALANCE $10,000.00;
ACCRUED INTEREST $12.23
10,012.23
ALLFIRST CERTIFICATE OF DEPOSIT
#87008140016896 THELMA CESSNA
JEAN GUARNIERE
12/05/01 1 UNITS
DOD BALANCE $10,000.00;
ACCRUED INTEREST $12.23
ALLFIRST CHECKING ACCOUNT
#0022264671
12/05/01 1 UNITS
DOD BALANCE $2,529.76;
ACCRUED INTEREST $4.09
10,012.23
2,533.85
DIAMOND RING AND WEDDING BAND CESSNA
06/06/02 1 UNITS AT 550.00
550.00
RED GEMSTONE RING CESSNA
06/06/02 1 UNITS AT 125.00
125.00
FIRST UNION CHECKING ACCOUNT
#1000633249224
12/05/01 1 UNITS
DOD BALANCE
386.65
FIRST UNION CERTIFICATE OF DEP
#247412062199181 THELMA M. CESSNA
MARGARET RATICAN
12/05/01 1 UNITS
DOD BALANCE $10,000.00;
ACCRUED INTEREST $23.09
10,023.09
MEMBERS FIRST CERTIFICATE OF DEP
#1248-42 ANGELINE R. KAUFFMAN
THELMA M. CESSNA
12/05/01 1 UNITS
DOD BALANCE $10,000.00;
ACCRUED INTEREST $3.62
MEMBERS FIRST CERTIFICATE OF DEP
#1248-43 ANGELINE R. KAUFFMAN
THELMA M. CESSNA
10,003.62
, .
REPORT OF NON-CASH ENTRIES PAGE 30
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
12/05/01 1 UNITS
DOD BALANCE $15,671.90;
ACCRUED INTEREST $5.83
15,677.73
MEMBERS FIRST CERTIFICATE OF DEP
#1248-44 ANGELINE R. KAUFFMAN
THELMA M. CESSNA
12/05/01 1 UNITS
DOD BALANCE $10,000.00;
ACCRUED INTEREST $3.33
10,003.33
MEMBERS FIRST SAVINGS ACCOUNT
#124800
12/05/01 1 UNITS
DOD BALANCE $1,684.25;
ACCRUED INTEREST $0.26
1,684.51
COMMERCE BANK
12/05/01 7959.7 UNITS AT 1.00
RECEIVED FROM THELMA M.
CESSNA REV TRUST
7,959.70
PNC CHECKING ACCOUNT #5005657127
12/05/01 1 UNITS
DOD BALANCE $20,923.80 $2.40
ACCRUED INTEREST
INTEREST PAID 01/01/01 -
04/03/01 - $43.39
20,969.59
SERIES E SAVINGS BONDS
(0%)
05/14/02 3856.48 UNITS AT 1.00
3,856.48
Total Receipt of an asset
232,711. 98
TOTAL NON-CASH TRANSFER IN
360,941.98
3. BOOK VALUE ADJUSTMENT
Book Value Adjustment
US SAVINGS BONDS SERIES HH 12 1998
01/16/02 ADJUST TO DOD VALUE 04/03/01
DEFERRED INTEREST $12,959.68
ACCRUED INTEREST $332.11
13,291.76
REPORT OF NON-CASH ENTRIES PAGE 31
FOR ACCOUNT 3300103 COMMUNITY TRUST COMPANY EXECUTOR
OF THE ESTATE OF THELMA M CESSNA
FOR DATES 12/05/01 TO 06/28/02
US SAVINGS BONDS SERIES HH 01 1999
01/16/02 ADJUST TO DOD VALUE 04/03/01
DEFERRED INTEREST $41,739.60
ACCRUED INTEREST $543.00
42,282.60
Total Book Value Adjustment
55,574.36
TOTAL BOOK VALUE ADJUSTMENT
55,574.36
TOTAL NON-CASH INCREASES
416,516.34
F~N'
ReforenccID:225080
First Union National Bank
Attn: Account Verifications
POBox 40028
Roanoke V A 24022-7313
January 9,2002
GATES HALBRUNER & HATCH P C
1013 MUMMA ROAD I SUITE 100
LEMOYNE. PA 17043
SUBJECT: Verification I Confirmation of Account and Balance Information provided for:
THELMA M CESSNA (SSN# 204..01-3543)
Date of Death: April 3, 2001
Account
Type
Account
Number
DeDosit Account Information
Date of Death. Average Date Maturity Interest Accrued YTO Dale
Balance Balance. Opened Date Rate Interest Interest Paid Closed
CERTIFICATE OF DEPOSIT 247412062199181 $10.000.00
LEGAL TITLE: THELMA M. CESSNA
MARGARET M. RA TICAN
JOINT PAST ONE YEARPRJOR TO DATE OF DEATH
3/15/1983 3/15/2003
523.09
5103.93
5386.65
1/2/1950
. CHECKING 1000633249224
LEGAL TITLE: THELMA M. CESSNA
COMMUNITY TRUST CO. - POA
NON-INTEREST BEARJNG ACCOUNT
. Due to system limitations. we can only provide a twelve month average balance on depository accounts.
.. Date of death balance does not include accrued interest.
. Ifdate of death oecum on a weekend or a holiday, date of death balance does not include any transactions that were
made during that time period.
January 9. 2002
Date
Drema Rubinoff
Depository Representative
Servicenter Associate
Title
(540)563-7323
Phone Number
abs; at
001032
01/17/02 16:33
~1 302 934 2955
CIS
1i!I002/003
II alffirst
AJlflrlt Fhmteial Center N.A.
PO Box 900
Mfilbonl, DE 19966
JllllUllry 17,2002
Gates, Halbruner & Hatch, P.c.
Attorneys At Law
1013 Mumma Road
Suite 100
Lemoyne, P A 17043
Re: Estate of Thelma M Cessna
Social Securitv: 204-01-JJ4J
Date of Death: ADri] J. 2001
Dear Sir or Madam:
Per your inquiry dated January 2, 2002 please be advDed lbat at the time of death, the abovc-namod. decedent bad
on deposit with this bank the following:
I.
Type of Account
Relatio1l3hip Checking Wllnterest
(}(}2226467/
Account Number
Owne..,hip (Names of)
17Ielma M Ceuna. Owner
Op""ing Date
08/28/64
$2,529.76
$ 4.09
12.533.85------
Balance on Date of Death
ACClucd lntere>t
Tatal
2.
TYpe of Account
Certificate ofDepos;t
Account Number
80000002028144
Ownership (Names of)
17Ielma M Cersna. Owner
Opening Date
Balance on Date of Death
03/27/0/
1/2.000.0fJ
Accrued Interest
Total
I 11.89
IJiliiT89-h_.-
01/17102
16:33
~l 302 934 2955
CIS
IiII 003/003
3.
Type of Account
Certificate of Deposit
87008140016888
Account Number
Ownership (Names of)
Thelma M Cessna, Owner
Helen Townsend, Owner
Richard Townsend, Owner
07126/95
Opent1fg Dare
Ba/(1Tlce 011 DeW! of INGth
$10,000.00
Accrued I1fterest
$
12.23
Total
$lo.ohir-----------------------
4.
1)pe of Aceo''"t
Certificate of Deposit
AccarOlt Number
87008/40016896
Ownership (Names of)
Thelma M Cessna, Owner
Jean Guorniere, Owner
07/16/95
Opening Date
Balance on Date of Death
S1O.0OO.OO
$
12.13
Accroed I1fterest
Total
--$lo.oi2:2i----..-.----.----------
",is letter does not include any DeCOUIUs In which the d~SM may "nt'l Nen Hned as Power of Aftomey,
Custodian of Uniform Trtrnsfitn. Repruentll/(\'e PtI}'H. or rrr/slH rmdltr II "'riI1en AflfeemM'.
For Jitrlker aCCOUl1t information. damnJ and/or reimbunt:nU!1ft Dffiintb refer 10 below branch:
WEST SHOllE PLAZA OFFICE
1200 MAllKET STREET, WEST SHORE
LEMOYNE, PA 170<43-1417
717-255-%171
Sue .
Assistant I
Cis Services, (302) 934-2909
JAi'l-25-2002 13:34
Pi'lCBANK CIF DEPARTMENT
412 705 0057 P.01/01
QPNCBAN<
January 25, 2002
ISCP
Law Offices of
Oates, Halbruner& Hatch, P.C.
1013 Mumma Road, Suite 100
Lemoyne P A 17043
RE: Estate of Thelma M Cessna, Deceased
SSN: 204-01-3543
000: 04/03/2001
Dear Ms. Sepkovic:
In response to your request for Date of Death balances for the customer noted above, our
records show the following.
CHECKING ACCOUNT
#5005657127
Established 12/04/1990
THELMA M CESSNA
000 Balance: $20,923.80 + $2.40 accrued interest
Interest Paid 01101101-04/03/01-$43.39
Please note that this office only provides date of death balances for deposit accounts
(lRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these Items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC branch
office.
Sincerely,
\\\~~
Marian Donnelly
1-800-762-1775
P7.PFSC-04-F
500 First Avenue
Pittsburgh. PA [5219
A m.",ber of TII. PHe Flno.dol Som... Group
One PNC Plata 249 Fifth AV(:nul: Pittsburgh Pfnnsylvanla '527.' 7.707
TOTAL P.01
APPRAISAL . [~ / ~~r~;S
Personal Property of 171E44A )1, C{fSSJJA EST47F /CJ/9 .HA/..jJ.E, sT; H4UloSI1Uk} f'JIj,
Appraised by Chuck E. Bricker AU094-L D,d.D 4-3-01 Date 1- 4-u2-
ITEM VALUE ITEM VALUE
3 PCHAJ/o.9AJ,)t!Y Abl An. SiI/7E- IS'U, 00
fl14Jfoe?"wev /)I'S /I... ,3tl Jb
Wj)f)) rIJ.dtE :kJ. ~v
R.D C-V""; 2/1 /)1\
'PILle P4.sr~Jl A61 /IJ() t!b
C IJ LO/.. P bl-r 77/ .M.o~
.L.J. Jl~ '3DS ,Bed AM Slhn: /.1;7140
HJI(, :11 a/~r-!JI-(s~f-- "'7/.l,vd ~iJ.;j)
Per" t./ .vE~ , ~tJ,tli)
S LA;.;r ,L.., /) Or U /.svLJ~ .
/' A~ LC:!l 7"..d n, K / .21J.()()
SLIPP,:',{ -KoC/<E,<. 40 tJv
:2 R.1Cc-/,V rJ'iS ~.Pc:. /06 (/,
Mil"" dupe ~ d 10. 0 J
t!-L6C:, Sew,A-t4d//#c )11 /1P
1(ct=-</9c,8Ar.,,,z sh ISlJ.4Q
b pc I-1APtL DII,)~'/n: 1S1:J,ou
PbP-r 'T1/ 2d,;,
Assr; UI-1/5 34~D
C Ed4~ c/~,:'.5r fdj, /JI.)
WbVJ c4f?//v'er ;2.() t:J tJ
A<;sr; O/~t'ES /a.tA5S/v,a;f ISO /JIJ
JJ /730 f:() 7br,A/ A!7Jl !l4JsAI
-
I -:::;.-- /J
[Vh., J ~ ~/-< ",' jI, D~ ~. _~! ,....
.A (/1) q tI-L.
,
bttatsait .
MUNN'S DIAMOND GALLERY, LTD.
Leading in Diamond Styl..
1203 Market Street
lEMOYNE, PENNSYLVANIA 17043
(717) 761.8310
TO WHOM IT MAY CONCERN:
This is to certify that we are engaged in the jewelry business, appraising diamonds, watches, jewelry and
precious stones of all descriptions.
We herewith certify that we have this day carefully examined the following listed and descrihed
articles. the property of:
NAME
Ectz~e cf ThCdr'& Cessna
ADDRESS
clo Communitv Trust Co.. 3907 Market St, Camp Hill, PA 17011
We estimate the value as listed for insurance or olher purposes at the current retail value. excluding
Federal and other taxes. In making this Appraisal. we DO NOT agree to purchase or replace the
articles.
DESCRIPTION
Item for Appraisal: One diamond soiitaite style ring and matching wedding
ring:
APPRAISED VALUE
Major Stone: (I )Round Shape Diamond:
Size: 4.75 x4.75 x2.72mm
Carat Weight: . .3S ct.
Qwili~: VVffilClm~~GCmor
Note: very high cIm~, view/evaluation impedaI by stoue setting, prongs.
Depth:2.72mm@57"t...... Table: 3.Omm@63%
Girdle: frosted, even. medium... ..F1uor= none
Cole!: open, medium
Mounting: Tested 14k white sold. Stamped 14t. Eight prtlII8 plate style stone
setting held by four mounting prongs, alI14k. High polish finish.
Finger size: 7 Gold weight: \.' ,tWl.
Engraved (hand style) inside: J,P,C,'I.M.S. 6-25-49
Matching Wedding Ring: 1.9mm width ::igh polish, tested 14k white gold.
Stamped 14k. Engraved inside: J.P.C.-T.M.S. 6-25-49. Gold weight 1.4 dwl.
Finger Size: 7
Estate Value of this set .............. ......................... ............ ............... .......... $ 550.00
.Carat weight is estimated by a volumetric formula based on measurement.
No stone removal. All evaluations made as mountiDg/prongs pennit.
Gold Base: $325.00 oz. (T)
The foregoing Appraisal is made with the understanding thaI the Appraiser assumes no liability with
respect to any actio at may ~e taken on Ihe basis of Ihis AppraisaL
t
June 6, 2002
DATE
".fa~
MUNN'S DIAMOND GALLERY, LTD.
Leading In Diamond Styles
1203 Market Street
lEMOYNE, PENNSYLVANIA 17043
(717) 761.8310
TO WHOM IT MAY CONCERN:
This is to certify that we are engaged in the jewelry business, appraising diamonds, watches. jewelry and
precious stones of all descriptions.
We herewith certify that we have this day carefully examined the following listed and described
articles, the property of:
Estate of Th:;lma Cessrul
NAME
ADDRESS cia Community Trust Co.. 3907 Market St. Camo Hill. PA 17011
We estimate the value as Iisled for insuranCll or other purposes at the current retail value. excluding
Federal and other taxes. In making this Appraisal, we DO NOT agree to purchase or replace the
articles.
DESCRIPTION
Item for Appraisal: One red gemstone ring. set with a round shape
stone in a yellow metal mounting:
APPRAISED VALUE
Major Stone: (1 )Round Shape Red (S}tlthetic ConIndum) Ruby:
Size: 10.04 x 9.96 x 5.6 depIh (mm)
Carat Weight: *4.07 cl
Quality: 12 C1aritylRedIOnmgey-red color A Grading
Note: Stone is chipped at gird1e edge, abmided at upper ginI1e fiIcets.
Mounting: Tested 14k yellow gold. Unstamped. Six prong ODe piece casting
With a tapered 4.0 to 2.4mm sIumk Polished finish.
Finger Size: 6 Yo
Gold Weight: 3.1 dwt.
Estate Value of this Item '" ...... ................... ... ............ ............ ................... $ 125.00
.Carat weight is estimated by a volumetric iormula based on measurement.
No stone removal. All eva1uations made as mounung permits.
Gold Base: $325.00 oz. (T)
The foregoing Appraisal is made with the understanding that the Appraiser assumes no liability with
respect to any act!}n t t may be taken on the basis of this Appraisal.
. ,~ (? 1tIu......, June 6,2002
DATE
. ,. I
PA REV-1500
SCHEDULE F
JOINTLY OWNED PROPERTY
01111/02
16:33
~1 302 934 2955
CIS
~ 002/003
1;1 allfirst
Auttnt Financial Center ){.A,
PO Box 900
MilIboro, DE 19966
January 17, 2002
Gates, Halbruner & Hatch, p.e.
Attorneys At Law
1013 Mumma Road
Suite 100
Lemoyne, P A 17043
Re: Estate of Thelma M Cessna
Social Security: 204-01-3543
Date of Death: Aoril 3. 2001
Dear Sir or Madam:
Per your inquiry dated January 2, 2002 please be advised !hat at the time of death, the above-named decedent had
on deposit with 1his bank the following:
\.
Type of Account
Relationship Checking Wllnterest
Account Number
0022264671
Ovmersltip (Name." of)
Thelma M Cessna. Owner
Opening Dote
08128/64
Total
$2,529.76
$ 4.09
-$2,5:iIifs----.----..-----------
Balanc.'e on Date of Death
Accrved Interest
2.
Type of Account
CerlifiCLlte of Deposit
Account Number
80000002028544
Ownership (Names of)
Thelma M Cessna, Owner
Opening Date
03/27/01
Balance on Date of Death
Total
$12.000.00
$ 11.89
'$i1,oi]89-'
Accrued Interest
01/17/02
16:33
'B1 302 934 2955
CIS
~ 003/003
, .
3.
Type of ACCofmt
Certificate of Deposit
Account M/mber
87008/400/6888
Own.,~hip (Names of)
Thelma M Cessna, OWner
Helen Townsend, Owner
Richard Townsend. OWner
07/16195
Opening Date
Balance on Date of Death
$10.000.00
Accrued Interest
$
/],]3
Total
-.$io.o7Tir-----.-.---..--------....---......
4.
Type ofAccormt
C.,tificate of Deposit
Accmmt Number
870081400/6896
OWnership (Names of)
Thelma M Cessna. OWn.,'
Jean Guarniere, (Ml11er
07/16195
Openb'g Date
Balance on Date of Death
$/0.000.00
Accnled Interest
$
/2.13
Total
$/0.0]].13
This letter does not include all)' aCCt)lmts in wltich the decensed mt2y "al'e. been listed os Power of Attorney,
Custodian of Uniform rr-nn:ifcn, Represenlothoe Poyee, or Trustee IIm{er a Written A.greement.
For fUrlher aCCOlmt Information, c/omres and/or reimbursement offimds refer to below branch:
WEST SHORE PLAZA OFFICE
1200 MARKET STREET, WEST SHORE
LEMOYNE, PA 17043-1417
717-2SS~2Z71
Sue .
Assistant I
Cis Services, (302) 934-2909
.
!l ~lIfirst
ACCOUNT AGREEMENT ADDENDUM
ADD:
DELETE:
oFBO
oFBO
oPOA
oPOA
ZQ?
bDWNER
IS OWNER - Is OWNER being deleted deceased? 0 YES oNO
Date:
bar:
Originating Branch:
Completed By:
ccount Number(s):
ADDENDUM USED TO:
c.c:C)
ADD NAME:
NAME: E
AODRESS:
1-1-,
NAME:
CONTRACl CODE:
n\U~5
ADDRESS:
ADDRESS:
i ADDRESS:
ADDRESS;
ADDRESS:
CITY:
STi\1E:
ZIP CODE:
CITY:
SSN:
'WORK PHONE:
SSN:
STATE:
ZP COOE:
WORK PHOr\E;
EMPLOYER:
EMPLOYER:
FBO: For Benem Of
A person identified with this code is the beneficiary of funds in a type of trust
account, but does not have the authority to withdraw them.
POA: Power at Anamey
The Ovmer(s) have designated the person(s) with contract code POA as
Power of Ahomey to act with regard to this Account, which document is on
file with the Bank
OWNER: OWner
This identifies the sale owner of the Iunds in the account. Upon daath of
owner, Iunds wi" be paid to hlsiher estate.
J1WROS: Joint Tenants With Right Of Survivorship
Each owner may transact business on the account without the consent of
the other owner(s), unless a restriction has been placed on the account.
Upon the death of one owner Iunds in the account shall belong to the
survivor(s).
DELETE NAME: (' IF DELETED NAME IS AN OWNER, OWNER BEING DELETED MUST SIGN HERE.)
My (our) signature(s) authorize Alifirst Bank (Bank) to make these changes to the account(s) listed above. I (we) understand that these
changes do not alter any of the terms of or responsibility for the RrstUne or Visa Debit accounts or any other Indebtedness I (we) have to the
Bank.
NAME
~
CONTRACT CODE . SIGNATURE
NAME
CONTRACT CODE . SIGNATURE
SIGNATURES OF EXISTING OWNERS: j'- . /
ce",.,-:~,;;7' r,-vsl' CC""7?;<-""'0' 40' 74L~/
V;:~>n~7c?~~ .....q y;...v.iC;#i:.(y 'f'
SIGNATURES OF NEW OWNERS OR POA ADDED ON lHlS FORM:
y:.
COPIES TO: CUSTOMER, BRANCH, CIS 501-120
. YS-28Q1A.0010
Pl=l,INTED VIA 'Fa
1111~"III~ffllll~lm
2801
.
. .
F~N'
Reference 10: 2250&0
First Union National Bank
Atto: Account Verifications
POBox 40028
Roanoke V A 24022-7313
January 9, 2002
GATES HALBRUNER & HATCH P C
1013 MUMMA ROAD I SUITE 100
LEMOYNE, PA 17043
SUBJECT: Verification I Confirmation of Account and Balance Information provided for:
THELMA M CESSNA (SSN# 204-01-3543)
Date of Death: April 3, 2001
Deao"it Account Information
Account
Type
Accounl
Number
Date of Death
Balance
Average
Balance'"
Date
Opened
Maturity Interest Accrued YTD Date
Date Rate Interest Interest Paid Closed
CERTIFICATE OF DEPOSIT 247412062199181 $10.000.00
LEGAL TITLE THELMA M. CESSNA
MARGARET M. RA TlCAN
JOINT PAST ONE YEAR PRIOR TO DATE OF DEATH
3/15/1983 3/15/2003
$23.09
$103.93
CHECKING 1000633249224
LEGAL TITLE, THELMA M. CESSNA
COMMUNITY TRUST CO. - POA
NON-INTEREST BEARING ACCOUNT
$386.65
112/1950
'" Due to system limitations. we can only provide a twelve month average balance on depository accounts.
'" Date of death balance does not include accrued interest.
'" if date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
made during that time period.
January 9. 2002
Date
Drerna Rubinoff
Depository Representative
Servicenter Associate
Tide
(540)563-7323
Phone Number
abs; at
001032
, .
Membersl5T
~.EDERAL CREDIT UNION
. " I _"'-.
J?:. '.
If;
,Z(. .
41......'_
"
c.,
INSURANCE DEPARTMENT
5000 Louise Drive
P. O. Box 40
Mechanicsburg, PA 17055
1-800-283-2328 or (717) 697-1161
,
'>
/0/;',1
~ , I '
....J / /
. .... / "
. .11
'. .))1//1
February '1<~2
~..
Traci L. Sepkovic
Gates, Halbruner & Hatch, P.C.
1013 Mumma Road
Suite 100
Lemoyne, PA 17043
RE: Estate of Thelma M. Cessna
SSIN 204-01-3543
Dear Ms. Sepkovic,
Enclosed is the information requested in your letter of January 2, 2002 regarding the
accounts held with Members 1st by Thelma Cessna. I am also enclosing a copy of the
December 2001 statement and 1 099-INT for your records.
Please do not hesitate to contact me at 795-5131 should you have any questions or rquire
additional information.
;oZ?161
Denise A. Anders
Insurance Products Supervisor
Enclosures
, .
MemberslST
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 Louise Drive
P. O. Box 40
Mechanicsburg, PA 17055
1-800-283-2328 or (717) 697-1161
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to . Date of Death
Total Principal and Accrued Interest
Interest Earned from 111/01 to Date of Death
Name of Joint Owner
Date Joint Ownership Created
1248 -00
08/1511951
$1,684.25
$.26
$1,684.51
$11.11
John P. Cessna
0811511951
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Purchased
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from 1/1/01 to Date of Death
Maturity Date
Name of Joint Owner
Date Joint Ownership Created
1248 -42 18 MO
01/21/1995
$10,000.00
$3.62
$10,003.62
$158.86
07118/2002
Angeline R. Kauffman
01/21/1995
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Purchased
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from 1/1/01 to Date of Death
Maturity Date
Name of Joint Owner
Date Joint Ownership Created
1248 -44 18 MO
07/22/1995
$10,000.00
$3.33
$10,003.33
$153.25
01/16/2003
Angeline R. Kauffman
07/2211995
1J:id( n
Denise A. Anders
Insurance Products Supervisor
February II, 2002
Estate of: THELMA M. CESSNA
Date of Death: 04/0312001
Social Security Number: 204-01-3543
1248 -43 30 MO
07/23/1993
$15,671.90
$5.83
$15,677.73
$257.44
07119/2003
Angeline R. Kauffman
07/2311993
DIT UNION
, ,. 1
PA REV-1500
SCHEDULE G
INTER-VIVOS TRANSFERS and
MISCELLANEOUS NON-PROBATE
PROPERTY
"1 302 934 2955
CIS
, .
01/11/02 16:33
.
4
Gates, Halbruner & Hatch, P.C.
Attorneys At Law
1013 Mumma Road
Suite 100
Lemoyne, PA 17043
Re: Estate of Thelma ill Cessna
Social Security: 204-01-3543
Date of Death: Avril 3. 2001
Dear Sir or Madam:
1lI002/003
iii alffirst
ADftrat F'mMlci.1 Center N.A.
PO Box 900
Millboro. DB 19966
January 17,2002
Per your inquiry dated JlIII1llU)' 2, 2002 please be advised that at !be time of dead1, the above-n.omod decedent had
on deposit with Ibis bank tho following:
AccoWl' Number
002226467 J
Relationship Checking WI/nterest
I.
7)pe of Account
Own..~hip (Names of)
Thelma M Cessna. Owner
Openi"g Date
08/28/64
Balance on Dale of Death
Accrn.d T"terest
$2,J29.76
Total
S 01.09
$2.J33.8f---.----------
2.
7}pe of ACCOWI'
Certificate of Deposit
80000002028H4
Accau"t Number
OlVnenhip (Namu of)
'I7teJmaM Cessna. Ow.er
Opening Date
03/27/01
112.000.00
Ba1mrce an Date of DeoIlt
Accrn.d Interest
S 1J.89
--iii,oITs9....
TotaT
I
9 allfirst
ACCQUNTAGREEMENTADDENDUM
ADDENDUM USED TO:
Date:
ber:
ADD:
DELEll::
oFBO
oFBO
o POA bOwNER
o POA i5 OWNER - Is OWNER being deleted deceased? DYES 000
ADD NAME-
- .
INAME: E }i2v be ~ Jf'Jo/ ~E~,~7ec( /I r b!/ IJON1RAC~O'"
T7IU. 1'1111 ~5
J /
ADDREss:
ADDRESS: i AOllflESS:
ADDRESS: ADOAESS:
CITY: -I STATE: ZJP CooE: 1'1tV: ISTAlC: ZPCOOE:
SSN: I BIRTH DATE: I HOME PHONE; V<<JRKPHONE: S$N: I BIRTH OA lC; I HOME PHONE: WORK PHO~c;
EMPlOYER: EI!PLO'IER:
FBO: For Benelit Of OWNER: ONner
A person identified with this code is the beneficiary of funds in a type of trust This identifiea tile sole owner 01 the funds In the account. Upon death of
account. but does not have the aJJIhority to wnhdraw them. owner, funds win be paid 10 hiSlher &Stale.
POA: Power of Attomey J1WROS: Joint Tenanta WIth Right Of Survivorship
The Owner(s) have designated the person(s) with conuact code POA . Each owner may f1lU1sacl bUsiness on the account without the consent of
Power ot Anomey to act with regard to this Account. which document Is OR tile O1her owner(s), unleaa a ",strictlon has been placed on the account.
file wilh the Bank Upon the death of one owner funds in the accoUnt shall belong to the
survivor(a).
DELEll: NAME: (' IF DELETED NAME IS AN OWNER, OWNER BEING DElETED MUST SIGN HERE,)
My (our) slgnature(a) authorize Allfirst Bank (Bank) to make these changes to the acc:ount(s) listed above, I (we) understand that these
changes do not after any of the terms of or responsibility for the RrsUiIe or Visa Debn acc:ounts or any other indebtedness I (we) have to the
Bank,
NAME
~
CONTRACTCODE . SIGNATURE
NAME
CONTRACTCODE - SIGNATURE
'i.
COPIES TO: CUSTOMER, BRANCH. CIS 5D1-120
. YS-2801A.0010
Pl=tfNTED VIA Fa
IIIWI~moo
2801
.
.,."...
, f" .1
PA REV-1500
SCHEDULE H
FUNERAL EXPENSES and
ADMINISTRATIVE COSTS
See attached Periodic Report
of Administrator,
Community Trust Company,
for documentation of
Funeral Expenses and
Administrative Costs
. ~. . '"
PA REV-1500
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES
and LIENS
See attached Periodic Report
of Administrator,
Community Trust Company,
for documentation of
Decedent Debts