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Home My WebLink About11-03-12~llwM~lk C MY'Iwr w~~umY gMSrS!`!d+Q~, 5~~{dl/J 1 drJO , REV-750~Ex(~~ ot~„t.v.~~RLY fA D~ptttnmt a Nawmte t~ounq cede 19~at one rwaRUa BtnsnoaUsfhltlvi~lm~a+ INHE:RRANCE TAX RETWRN .- -~ ~------- -__ _._ fo Box zeoeoi ~....,... a.,,,,••~ RESIDENT' DECEDENT; 21 ~.. 10 ~ 1t75a 3ot1ad3ecwfa+Ntan6ar DaladDrih 182.22-2854 10Mi1x010 nacada~b Last Hama ,~.T. ~..~...._.__......._ __. _ ...... _..._ . (If Applkptplo) gltor Survlving Spot~o8's IMarmellon,naltrW Dale d 8Nh 0411?J182fi gulf xlx DacedenPS fie9k Nemg MI Donald E Speuae'a Last NRITib„ . „ _ _ .. - .. - gulA~ Sptana'e FitBt MNme gpeuae's Sat3a1 &eeatt4t Nutttt~.. , Tt>1S iZkIURN AtUS'f t2E PtI.ED ~ ptIPWCATE YfATFi THE REGiS'i'ER OF W!ld,S Ftl.l. tN ApPkOPRiATE WALSi YELOW ` dAl c+7 1.Od4Mad Ratan o 8.3uppietnaMal Ralurn O 2. Remalttder Ratan {dtta d death prior to 1?r11-Yt) O 4. LlrnMeO EaWfa o 4a. Fulure Mtwau Coalprtmkw {dalo d O 5. Fatbrel Fatale flat Ratan Raquhed deatlt aAar 1214-82) tl~ ~ necedeM Dlad TeaElEa t~ T. Damdgnt aAttllthad o LW1hg That 0. Taal Pttmbara(Sofa OaposR Btatea (Aa.oh Copy of WIM) (Atledt Gapy at Tntal} . O 9, Gtlgetlon Prnoeade Raoelwd t= 10. tapoustl Ppuerty CtBd1t (Olio d deaCt C7 11. EleCtlon b 1tlK anew Sac, 9115(Aj beNrwn 14-3t$t end i•195) (ngaat Sch, O) CORRESPONgA?I!1'f - 7Ni8 $ECIIDti MDSE 9E COAtPL.E164 ALL CdRREBpONDt31C£ A/ID CDNF#DFNnpL iAl(RIFOttYAiIDN BNdIIID 9E DDtECT9) SO: l'ieme _-..,..._`__ __.__'_ -.,,.......... ._ .. .... . ........-_ .. . _.-.. _ . ,.... _..._ DayBnl~ Tdaphone NVmi]et ._ !_isa DAsriO coYn+:. Esq. - ' 17'17) 737-0464 Ftrn Name m At~bk ~ ~ - _._. , ;_.__-._.-.,.. .~__. _._. ~_,,.._... ._..,_ ...... ._.._. _. _. ~._. .._~~... ..... . A210MTER of WILLS U360MLY - ~ ' Coyne & Coyne, P.C. n RtatUneeladtlta~s C ~-~ -_-- ~ .1 . _____ ~..~r~ . 38Q1 Market Street ____ __ ___ ......_ _ . _... ~ - -__ __._-_-_._.__-- -- ...,, Second pne Ofaddtaas ... .. - ~ . e W Gty ar Peat t7ltloa gtats 21F' Cpde ~_ ~_ GATE flLi3u--, = - ~ _.~ 'Camp HiN , ~, PA ~ '17011 - ~ ~ "-` W ~~ - -- ~..._ _ __ ~-__...__ r.r Cetria~PardeMk Pant Uaear tbtrattaa Or ~~. f db Int0. aanaet end aonb'!~ Austin F. Cvrnaan. 1 25056051068 -r _~l J r:. =; ~ri ~.~ ~ 'Tl 1¢9ua ieaat4 af9falltl tl axaart~ sna aMtlOMana4 turd to it0 e.a.Orery kwwladaa end (IdttG '~ haa1M paneled ttlPaoMdatlva U boNd on a)I ttlatarNtan of,NWlr prayaeet has say entmaadte. r ~~ AA7'E mberiand; PA 1707D S CZ. ~ > ~ L' ~ 2 J/ LM.R'Aa OaE OplfatNA1 F ONL Sidi 1 2505505205 - ,, o~ +~'.. x ,. ~: ~;~' ~- i ..... .. ... ......:u W ~.yrW .rv.J.. Y. W.Y.- J 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: DOf1aId E Cassell ~ 162-22-2864 RECAPITULATION ~---------_-- 70,000.00 1. Real estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 125,645.34 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. ®_v. _. _ _,.~... 4. Mort a es & Notes Receivable Schedule D 4. 'I 48,787.40 9 9 ( ) ............................. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ........ 5. ', 241,196.33 6. 7. 8. Jointly Owned Property (Schedule F) Q Separate Billing Requested .... Inter-Vivos Transfers R Miscellaneous Non-Probate Property (Schedule G) C~ Separate Billing Requested.... Total Gross Assets (total Lines 1-7) ................................. ... 6. I ! .... 7. ... 8. ~ 29,332.13 514,961.20 9. Funeral Expenses & Administrative Costs (Schedule H) ................. .... 9. 69,995.37 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ .... 10. ~ 2,441.65 11. Total Deductions (total Lines 9 & 10) ............................... .... 11. ~ 72,437.02 12. Net Value of Estate (Line 8 minus Line 11) .......................... .... 12. 442,524.18 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ~~ an election to tax has not been made (Schedule J) .................... .... 13. 3,000.00 14. Net Value SubJect to Tax (Line 12 minus Line 13) ..................... ... 14. I 439,524.18 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable of the spousal tax rate, or transfers under Sea 9116 ; i -' (a)(1.2) X .0_ i 15. ~ i ~~~'~~~® ~ -'--"®"___. _~ I-.___ ..................... -__-. _._~ ,.__~ 16. Amount of Line 14 taxable at lineal rate X .0 45 439,524.18 ~ 16. ~ 19,778.59 17. Amount of Line 14 taxable `~ t ~~~~~~ ~! _.~.~.__~. o at sibling rate X .12 I 17. 18. Amount of Line 14 taxable ~ ~~~ I at collateral rate X .15 ' ! 18.; _. _.~ ! _ _ 778.59 19 19. TAX DUE ........................... ... 19. ................... . ' , 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 ~' 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: _ Fili a Number ~~ i 21 ~j 10 ;+1058 ';• DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Donald E Cassell _ 162-22-2864 STREETADDRESS 811 Brian Drive, #102 CITY Enola STATE PA ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 30,000.00 C. Discount 988.93 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) Total InterestlPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (5B) 19,778.59 30,988.93 11,210.34 Make Check Payable to: REGISTER OF WILLS, AGENT . s .~. ~} 3 .:.: ~ @.•.v. ~. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :................................................:................................. ........ ^ b. retain the right to designate who shall use the property transferred or its income :.................................... ........ ^ c. retain a reversionary interest; or .................................................................................................................. ........ ^ ^ d. receive the promise for life of either payments, benefits or care? .............................................................. ........ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ...................................................................................................... ........ ^ 3. Did decedent own an "intrust 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 benefciary 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. REV-1502 EX+ (il-o8) ~ .Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INNERIrANCE rnx RETURN REAL ESTATE RESIDENT DECEDENT __ ESTATE OF FILE NUMBER Donald E. Cassell 21-10-1058 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointlyowned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold, ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1' 811 Brian Drive, #102, Enola, PA 17025, See Sales Agrement 70,000.00 :. TOTAL (Also enter on Line 1, Recapitulation.) $, 70,000.00 If more space is needed, Insert additional sheets of the same size. R .i:• a w,v •••'.~.ri u'{.M 1N 411M P!i'! {I(II 111 A M I•.m uY wimYll NUS. V IWL• I p1 J ":",R'R IfYd JVFArA1d.. ArAJJI w4WbdIN4t ~1tt{I'Ja 1 R4au . • n• ~Slgn EnvelopelD:76109F2A-D74F-4727-843C-CE5830D9Bt73 STANDARDAGREEMENT rOR THE SALE OE REAL ESTATE. ASR Thia form recolmneuded and approved for, butnntrealrlofed to use by, Iha members of the Paimaylvsnin Assoolslion oFREALTORS®(PAR). , ,., PARTIES , -~ BUYER(S): f~-~-'=-eC~S~~r'~') Q ~ SELLER(S)1 BUYER'SMAILING ADDRESS; SELI,ER~S MAILING ADDRESS; cJ '-1 J ~ PROPPRTY PROPERTY ADDRESS "` ZIP , In the municipality of ~~ ,County of ~~~.JJL/~~~ , in the School District of ~L ~, ~ , in the Commonwealth of Pcnhsylvania. Identlficatton (e.g., Tax #; alce #; ot, B oclc; Deed Book, Page, Recordblg Date): BUYER'S RPtLATIONSHTP WITHPA LICENSED BROI~R ^ No Business Relationship (Buyer is not represented by a broker) ' Broker Com an 7 ( P Y) `~ Company Address ~ --.~ i Company Phone b f : ,.y,5 Wig" Licensee(s) (Name) Direct Phone(s) CeIlPhone(s) ~ [n ~~~';~~ Fax Company Fax _,~L7~7•~ Email. ~Gt-/^/1/D/~ /~3/ ~ , Broker is: Buyer Agent (Broker represents Buyer only) Dual Agent (See Duai and/or Designated Agent box below) Licensee(s) ls: Buyer Agent with Designated Agency ^ Buyer Agent without Designated Agency ' [] Dua] Agent (See Dual and/or. Designated Aaent box below) Transaction Licensee (Broker end Licensee(s) provide real estate services but do not represent Buyer) SELLER'S RELATION5ffiP WI~'H PA LICENSED BROKER ^ No Business Relationship (Seller is not represented by a broker) Broker (Company) ~f ~~ ~~, Q , ,~~'f Licensee(s) fName~ie ~.i / ~ T; ab . ' Company Address Company Phone •7 ,~ 7 .. ~~l/~!f 0 ' Company Fax DlrectPhone(s) ' Cell Phone(s) ' • '~ ., Fax );mall C/YI ' ~ i ~2s~'I,. /'d)df1 Broker is: (gl,Seller Agent (Broker represents Seller only) ~ Dual Agent (See Dual and/or Designated Agent box below) Licensee(s) Is: ~" [~ Salter Agent with Designated Agency ^ Sellor Agent without Designated Agency ^ Dual Agent (Sea Dual and/or Designated Agent box below) ^ Transaction Licensee (Broker and Licensee(s) provide real estate services butdo not represent Seller) DUAL AND/ORDESTGNATED AGENCY A Broker Is a bual Agent when a Broker represents bofh Buyer and Seller in the same transaction, A Licensee is a Dua] Agent when a Licensee represents Buyer and Seller in the same transaction. All of Broker's licensees ere also Dual Agents UNLESS there are separate Designated Agents for Buyer and Seller, If the same Licensee is designated for Buyer and Sellor, the Licensee is a Dual Agent, By signing this DSgreement, Buyer mid Seiler each nclrnowledge having been`previously fnfm•med of, and emisentad to, dent agency, if nppllcnble. Bnyer Tnltlats / ASR Page 1 of 11 Seller Initials: / S I Pennsylvania Association of REALTORS' Revised 1/12 COPI'RIGH'1'YCNNSYLpANIAASSOCIATION OPR~ALTOnS®2012 ` ~ ]/30 RPIMARPira Advantage-PA fi775 Mercury DrMcehanlwEurg, PA 17050 ~• Phone: 717-591-77A9 Pee; 717-591-7372• 1lmolh Coriello ~ Unlhled Y Produced wflh zlpFo(111®by zlptoglX ta07eF een Mlle Roed, Freaer, Michlgep 48028 ~tcl-fl Ig x com f. ..;r` ray. 'r1e'e •yy.,. u'.;..~, r-~W.:_,a..~ .,.... J, ,. ~;.. w.~uw.•..wY:,:.li vlaw~ ~..,rr ;3... ~. w.:..:~;:: ~.,..: ::.:. ....~..:..:~, - ,.,.,,. ,,: ..._ ID:7fii09F2A-D74F-4727-843C-CE5830D9B173 ~/ 1 1, By this Agreement, dated ~` Seller hereby agrees to sell and convey tc PURCHASI'; PRICTi AND DEPOSITS (1-10) (A) Purchase Price $, ~'~ , [j~Q , agrees 2 3 2, 4 5 6 7 8 9 IO I1 l2 13 14 15 16 17 18 19 20 3. 21 22 23 24 q, 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 5. 47 48 49 50 51 52 53 54 55 56 57 58 59 6, GO 61 62 63 to be 11a1tl Uy kiuveC as 1, llepostt at sighing of this Agreement: $ 2. Deposit within ~_ days of the Execution Datc ofthls Agreement; $ /~Q/) 3. $• 4. Remaining balance wllI be paid at settlement. (B) All funds psid by Buyer, including deposits, viii be paid by check, cashier°s check or wired funds. All funds paid by Buyer within 30 DAYS of settlement, including funds paid at settlement, will be by csstdet's check ar"wired funds, but not by per- sonal check. (C) Deposits, regardless of the form of payment and the person designated as payee, will be .paid ]n U,S. Dollars to Brokor for Seller (utilcss otherwise stated here; ), who will retain deposits in en escrow account in conformity with al( applicable laws and regulations until consummation or tet~ minatlon of this Agreement. Only real estate brokers are requited to hold deposits in accordance with the rules and regulations of the State Real Estate Commission, Checks tendered as deposit monies may be held encashed pending the execution of this Agreement, SELLER ASSTS'1' (If Applicable) (1-10) Seller will pay $ /~ or % of Purchase Price (0 if not specified) toward Buyer's costs, as permitted by the mortgage lender, if any. Soper is only obligated to pay up to the amount or percentage which is approved by mortgage lender, • SETTLEl1IENT AND POSSESSION (1-10) (A) Settlement Date is ____ ~_~~7~ ~Q ~ ~ ~~ , or before IfBuyer and Seller agree, (B) Settlement will occur in the coon where the Property ]s located or in sn ad scent county, ut•ing normal business hom•s, unless Buyer and Seller agree otherwise, (C) At time of settlement, the following will be pro-rated on a daily bass between Buyer and Seller, reimbursing where applicable: current taxes (see Notice Regarding Real Estate Taxes); rents; Interest on mortgage assumptions; condominium fees and home- owner association fees; water and/or sewer fees, together with any other lienable'municipal service fees. Atl charges will be pro- rated for the period(s) covered. Seiler will pay up to and including the tlEtte of settlement and Buyer will pay for all days,follow- ]ngsettlement, unless otherwise stated here; (D) Conveyance from Seller will be by fee shnple deed of special warranty unless otherwise stated here; (E) Payment of transfer taxes will be divided equally between Buyer and Seller unless otherwise stated here; (F} Possession is to be delivered by deed, oxisthtg keys and physical possession to a vacant Property free of debris, with all structures broom-clean, at day and time of settlement, unless Seller, before signing this Agreement, has identified 3n writing that the Property is subject to a lease, (G) If Seller has identified in writing that the Property (s subject to a lease, possession is to be delivered by deed, existing keys and assignment of existing leases fot• the Propctty, together Evlth security deposits and interest, if shy, at day and time of settlement, Seller will not enter, into any new leases, nor extend exlsting leases, for the Property tvithout the written consent of Buyer, Buyer will acknowledge exlsting lease(s) by initialing the lease(s) at the execution of this Agt•eement, unless otherwise stated In this Agreement, [] Tenant-Occupied Property Addendmn (PAR Form TOP) is attached. DATES/TIME IS OF TIIE'rSS1;NCE (1-10) (A) Written acceptance of all patties will be on or before, ~~~1 ~j/ f ~j ~!) / ~ (B) 'the Settlement Date and all other dates and times identified for the pe io'rmance of any obligations of this Agreement are of rho essence and are binding. (C) The Execution Date of this Agreement is the date when Buyer, and Seiler have Indicated full acceptance of this Agreement by sign- ing audlor Initialing It• For purposes of this Agreement, the number of days will be counted from the Execution Date, excluding the day this Agreement was executed and including the last day of the time period. All cUAnges to this Agreement should be hd- tlaled and dated, (D)'The Settlement Date is not extended by any other provision of this Agreement and may only be extended by tnutual written agree- ment of the parties. • (E) Certain terms and time periods are pre-printed In this Agreement as a convenience to the Buyer and Seller, All pre-printed terms snd time periods are negotiable and may be changed by striidng out the pre-printed text end Inserting different terms acceptable to all parties, ZONING (1-10). Failure of this Agreement to contain the zoning classification (except lh cases where the property (and each parcel thereof, if subdi- vldable} is zoned solely or primarily to permit single-family dwellings) will render this Agreement voidable at Buyer's option, and, if voided, any deposits tendered by the Buyer will be returned to the Buyer without any requirement for court salon. Zonhtg Classlficatlonl /Z/1JQ%~~~~ ° • DS ,, ;; 64 BuycrBtidnls ~~ / ASR1'ngc2of11 Sctlerlniflalsl~ Rcviacd 1/12:'. i ,. Produced vrilh zlpForm®by zlpLoplx 10070 Fllleen Mile Roed, Fraser, Mlehigen A9026 fwnezlotoolr eom Untitled ' f d~»' elopelD:761Q9F2A-D74F-4727-843C-CE5830D98173 (S) Additional Terms: 604 605 606 607 608 609 610 611 612 613 614 615 616 617 618 Buyer and Seller acla~owledge receipt of n copy of tlds Agreement at the thno of signing, 619 Thls Agreement may be executed in m~e or more counterparts, each of which shall be deemed to be an original and whlc4 coun- 620 tenparts together shall constitute one and the anme Agreement of the Parties. 621 NOTICE TO PARTIES: WREN SIGNED, TFIIS AGREEMENT IS A BINDING CONTRACT. Pnrties to this G•nnsnctlon are 622 advised to cansnlt n Pennsylvnuta rent estate attorney before signing If theydeslre legal advice. 623 Return of this Agreement, and any addenda and amendments, including return by electronic transmission, bem•ing the slgnahlres 624 X11 parties, constitutes acceptance by the parties. 625 ~S / _ Buyw• has recetyed the Cmisumer Notice as adapted by the State Renl Estate Commission at 49 Pa. Code 626 os §35.336• 62 ~S / ~ Buyer has received n statement of Buyer's estimated closing costs bofore signing this Agreoment• os 628 ~~! ^ Buyer has read and understandsthe notices and explanntay information In this Agreement, 629 K~S /_ Buyer has received a Seller's Property Disclosure Statement before signing thts Agrccmont, if required by law 630 (see InformatiogRegnrding the Real Estate Seller Dfsclosure Larv). 631 KS /_ Buyor has received the Deposit Money Notice (for cooperative sales when Broker for Seller Is holding deposit 632 money) before signing this Agreement, 633 ~S /_ Buyer has received the Lend-Based Paint Hazards Disclosure, which is nttnchod to this Agreoment of Sale, and 634 the pamphlet Protect Your Tamily from Lead in Your Home (fo1• properties built prlm• to 1978) o m4e~ty. ,, 635 BUYER ~Ke~ Sf~t-5 DATB ~ceeneesveeeo... 63G BUYBR G37 BUYER 3/14/2012 DATB ~uiP,, DATB ice as ado ted b the State Real Estato Commission nt 49 Pa. Code § 35.336; 638 Seller has received the Consumer Not p y _ 639 Seller bas rece[ved a statement of Seller's estimated closing costs beforo signing this Agreement• ~/~ 640 Seller has read and understand-tie notices and explanatory Information )n t)ds Agreement ~• {w+ 641 SELLER 642 SBLLRR 643 SP,LT,T.R DATE ~ 3 / Z- ___ ~ !~ ~ , DATB ,m,..._._.~.r /III DATE ASR Page 11 of 3~'•_ Revised 1/12 ~ produced wllh?IpForm®by zlploelx 18070 Flneen Mlle Roed,,t:resrer, Michigan 48026 1~nwi.¢Ipl.ocix.cam ;Q Untitled .... ,w•, • .w w.;.~,:.;,i'~.y ~y,• a +www~+~, w.>.w a.w• o„ .mow a:'~Wwn.w.•..~.r~:m..-n .w~•... ..,::;~,.. ,_.~,..;.r-:;... .~: ..,.. .-.,. REV-1503 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Donald E. Cassell 21-10-1058 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~ Global Allocation Fund A: 698.50 shares @ $14.93/share 10,428.66 2 -0ppenheimer Senior Floating Rate Fund: 1,137.80 shares @ $8.14/share 9,261.65 3. Oppenheimer Main Street Fund A: 119.01 shares @ $30.16/share 3,589.28 ` 4. Oppenheimer Limited-Term Government FU: 238.07 @9.46lshare 2,252.09 5. Consumers Energy Company Bond: 10,DD0 bonds @ $100,OOlbond 10,000.00 6. ,American Balanced Mutual Funds: 717.753 shares @ $17.181share 12,331.00 7. American Mutual Funds: 356.040 shares @ $24.11/share 8,584.12 8., Capital World Growth & Income Mutual Funds: 360.607 shares @ $34.95/share 12,603.21 9. Income Fund of America Mutual Funds: 836.696 shares @ $16.301share 13,638.14 10. Invesco Van Kampen High Yield Mutual Funds: 1,470.332 shares @ $9.66/share 14,203.41 11. Investment Co. of America Mutual Funds: 337.462 shares @ $26.57/share 8,966.37' 12. Lord Abbett Bond Debenture Mutual Funds: 2,553.214 shares @ $7.75/share 19,787.41 TOTAL (Also enter on line 2, Recapitulation) $l 125,645.34 (If more space is needed, insert additional sheets of the same size) Holdings by Investor Donald E Cassell Daniel J Brixius Combined Account Portfolio 811. Brian Dr Apt 102 Comprehensive Financial Associates, Inc. Date: 10/11/2010 Enola, PA 17025 2090 LinglBstown Road Created: 11!0412010 Suite 2D1 Harrisburg, PA 17110 717-652-2070 Donald E Cassell Acct Name:DONALD E CASSELL 811 BRIAN DR APT 102 ENOLA PA 17025-1564 Acct No;e!,a ~ ~:#~;>~2;5: AcctType:General Acct Name:DONALD E CASSELL 811 BRIAN DR APT 1D2 ENOLA PA 17025-1564 Acct No'~~~~~94fi2;~," AcetType:General Acct Name:DONALD E CASSELL 811 BRIAN DR APT 102 ENOLA PA 17025-1564 Acct No 7a1~~~~93~6;~" AcctType:General ,RccountTotaL ~~;~~. fig'"' ~~ Inrnmnlatn if nmcwniwd wlfhnut arrnm~anvinn Aisdn~ur» nano Pa08 1 Dt 3 AccountTotat: $~F~,,,, Vii, «_ Account Total: S~fi1.G6"' Account Total ~~3'~9;28. , Acct Name:DONALD E CASSELL 811 BRIAN DR APT 102 ENOLA PA 17025-1564 Acct No ~552?Ffl'23"J~'.. AcctType:General i Holdings by Investor Donald E Cassell Daniel J Brixius Combined Account Portfolio 811 Brian Dr Apt 102 Comprehensive Financial Associates, Inc. Date: 10!11/2010 Enola, PA 17025 2090 Linglestown Road Created: 11!04!2010 Suite 201 Harrisburg, PA 17110 717-652-2070 Disclosure: Securities offered through Cambridge Investment Research, Inc., member FINRNSIPC. Cambridge Investment Research, Inc. and Comprehensive Financial Associates, Inc. are affiliated companies. Values are as of 10/11/2D10. We believe the sources to be reliable, however, the accuracy and completeness of the information is not guaranteed. Trensactbns or adjustments that are entered near the end of a month and do not post until the folbwing month could create a discrepancy between the sponsor statement and the CIRStatements.com report In the event of any discrepancy, the sponsor's valuation shall prevail. Performance data quoted represents past performance and does not guarantee future results. The investment return and prinGpal of an investment will fluctuate so that an investor's shares when redeemed may be worth more or less than original cost. The values represented in this report may not reflect the true original cost of the clients initial investment The valuation of non-traded REIT and direct participation program investments is either the initial offering price, an estimated value, or amount irnested (provided by the issuer). This information is not intended to reflect the value you may realize if the Issuer liquidates the security or if you sell your interests. In addition, the estimated value is reflected in the total value of your account. Ptease refer to the account statements and documents provided directly by the issuer for complete pricing information. For fee-based accounts only: The figures may or may not reflect the deduction of investment advisory fees. If the irnestment is being managed through etas-based account or agreement, the returns may be reduced by those applicable advisory fees. Refer to your Advisor's Form Al7V, Part II. The Information contained in these reports 1s collected from sources believed to be reliable. However, you should always rely on your statements received directly from product sponsors. if you have any questions regarding your report, please call your representative. .._ .~....: Yi r~Arw,:,.,'w' J~°%"'~ ...y .-i;.;.._j~,.,~„ ~::'aiw-,o~,...i~u~~ r..,W.,_m„.. .:~ ... _.. _._.__..._.._... __. ___._ .r....s ...J.~ v JYn. ~. w.~dr»•Ww.•, in:u.u nuw w. ~... ~.... .. . REV-1507 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF FILE NUMBER Donald E. Cassell 21-10-1058 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. -Note dated August 9, 2004 between decedent and Valerie C. Lair 15,000.00 2. Loan to Dean Vaughn 33,787.40 TOTAL (Also enter on line 4, Recapitulation) $ 48,787.40 (If mare space is needed, insert additional sheets of the same size) v .. N,u i..^ a ~r _:; w. ~;.;: ~r .M..~w-_e~ ,.~~, .~,,.:.,;v, a. ,,,.:,..a;,; ~ emu, :..Y,~.~e., :.,..... .~.. ... ...,~, ,~W,.;:: ... ..~,..~..w::. .........:.....w,.:.W; .: REV-1508 EX+ (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Donald E. Cassell 21-10-1058 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM 1.; Fulton Bank Checking Account No. XXXX-X6654 2 Fulton Bank Certificate of Deposit No. XXX-XXX1789 3. M&T Bank Certificate of Deposit No. XXXXXXXXXX8026 4. M&T Bank Checking Account No. XXXX8454 5.' M&T Bank Checking Account No. XXXXXXX6000 6. M&T Savings Account No. XXXXXXXXXX3515 7. MidPenn Bank Checking Account No. XXXX3328 8. MidPenn Bank Certificate of Deposit No. XXXXX0246 9. MidPenn Bank Certificate of Deposit No. XXXXX0247 9 0. MidPenn Bank Certificate of Deposit No. XXXXX0248 11.' MidPenn Bank Certificate of Deposit No. XXXXX0281 12. 'MidPenn Bank Certificate of Deposit No. XXXXX0282 13. 1998 Cadillac Deville -- as per Kelly Blue book 14. Interest on Consumers Energy Co. Bond 15.' Edward Jones Account No. XXX-X5710 -Cash 16. PNC Checking Acct. No. XXXXXX2906 17. Wachovia Bank Checking Acct. No. XXXXXXXXX0257 18. Miscellaneous coins -- as per attached appraisal 19. Contents of Residence 20. .Proceeds from auction of personalty VALUE AT DATE TOTAL (Also enter on line 5, Recapitulation) $ 241,196.83 (If more space is needed, insert additional sheets of the same size) • LISTENING IS JUST THE BEGINNING:" November 5, 2010 Coyne & Coyne A Frofessional Corporation Attorneys at Law 3901 Market Street Camp Hill, PA 17011 Dear Ms. Coyne, R~: Donald E. Cassell, deceased Qetober 11, 2010 In response to your reoept inquiry concen>ing the accounts maintained in the mane of the decedent, please lie advised that'the following accounts were open at the date of death: Checking #3624-56654 Date of deathbalaiied'$2,000.23, opened 8/5/10, titled in his Warne a1o~~,e ~----- -~- DATE-OF-Dki1TH_ ACC CD# %"`TtAT_-A]\CF, 't INT RATE OPEN ROLL OVER A•IATURITY 3 4 6-03 71 7 39" $30,000.00 i' X95,43 1_.73°rfo $!5110 3/5i 11 * Title3 it? ]vsnan~e alone. If you have any other c~ttestioi~s, please feel free to contact >ne at (717) 291-2436. Sincerely, ~' ~ Joshua A. Groff Credit Confirmation Processor This 1~~ b l~tn;aha~ s ~ matE~c hrsscss a~rhsy in ~^s to };a 'f ; '. , ~:rrd is tsar grout tf ~ may'. Ths bank tu~ishir>g tt,s inirars~;e?,c~!~ ~ rat ra~;~ee~,~'~t or ~~ararsfes the Asa, I??tsfet~;ress r~?i>±lii~ of 4he i~iorrttetl~rt fro ±~o r~ara$sai~~tt}iy is a~ssur~.: bt+ the bre'il€ or a'r~ ~ .~ o~t:s~, €~rpkry~~s er :rtts: {ri}, o~i?~'tc~~ he°s&t~ e~:rresaad i~ s~>?;pct to cla:~n~!~ s~vth+~ui notlpe 1.800.FULTON.4 fultonbank.com Rilron Bank. N.A. Member FDIC. Member e~ Gw Fulmn Finanval Fnmi~a. ~~~ 499 Mitchell Road, Millsboro, DE 1995b Adjustment Sen~ices Coyne & Coyne A Professional Corporation Attorneys at Law 3901 Market Street Camp Hill, PA 17Q11-4227 Re: Estate. of Donald E Cassell Social Security: 1.62-22-2864 Date of Death. October 11.2010 P6Aae$88-502-4349 F ax (302) 934-2955 November Q 20l'Q ~ ~ ~ Qui ~ ~--- ~'OV.~52010'~~ U Dear Sir or Madam: Per your inquiry on October 28, 20]0, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Accouru Certificate of Deposit Account Number 31CJ~3y1711 E036 Ou~~~ierslzip (Names af) Donald B Caasell OpenirxgDate 09JIb109 Balance on Date of Death $30,7.17.32 Accrued Interest $ 1x.95 Total ..:-~.-.....<..__._-----..-._____.__:.._.-..------- -- ~'30,768.27 ~ - 2. TypeafAccortru CheckingAecozatt Account Number 2196854 Ox~tzerslzip {Names o, fl Dotzald E Cassell Opening Date 06I.Z8I77 Balcuzce on Dote of Death :19,353.82 Accruedbzterest ~ ,71 Total - $19,35453- - 3. Type of Account Accotort Number Ownership (Names o, fl Opening Date Balance on Dare of Death Accrued Inserest ;: 'i. Tonal 4. type ofAccount Account Number Ownership (Names ofl Opening Dace Bal~mce on Date of Death ' Accrued Irtrerest Total Cheddng Account 9837295600 Donald E Cassell 04/13/05 $20,793.55 $ .16 $20,793.71 ---~ Savings Account 15004219713515 Donald .E Cassell 03/12/09 $35,134.95 $ .00 $35,134.95 Ror further amomt information, c]oautes and/or reimbursement of funds please rap the Snmmerdale Plana Office at #717-255-226L We were unable to locate any safe deposit boz for the above-mmlioned decxdmt . ::, x... :.,>, T}ds letter does mt indade a~ sacwnts in whirl the doom. may have been !fated as Power of Attorney, l~stodian of Uaifaam Z?anafeis, Repersmtafive Payee, ~ Tlvstex wader a QVriltm Ageemeat S1nCEILly, Tammy R Sp~tcer Adjustment Services _._ ~µ~ti ~..__._ _., ...,: 7 W._ 't ... Y '~; , W'sv ~n'%s~.xl)w+~Wnru. ~ w.uw .•.i. ~>. ~.~...., .,ai.+'-'guy.- . w._.u~..~v;y'~:,; yaw iw~xr ... ......... .._. _. ~. ~ ~ f November 12; 2010 Coyne & Coyne 3901 Market St. Camp Hill, PA 17011-4227 Re: Estate of Donald E. Cassel] Date of Death: 10/11/2010 SSN: 1C2-22-2864 Dear Ms. Coyne:. In response to your recent letter requesting information on the accounts of Donald. E. Cassell, I have accumulated the necessary data Bela«: Account Name; Donald E. Cassell Account #: 17003328 - Checking Account Date Opened; 3/3/2010 Balance DOD: $30310.38 Balance Accrued Interest DOD: X1452 Total DOD Balance; $30324.90 Date Joint Ownership Established: NIA Account Narne: Donald E. Cassell Account#: 317000246 -Certificate of Deposit Date Opened: 672912009 Balance DOD: $10275.40 Balance Accrued Interest DOD: $9.29 Total DOD Balance: $10284.59 Date Joint ownership Established: 1~IlA Maturity Date: 10/29/20.11 Interest Paid:: Semiannually Account Name.: Donald E. Cassell Account #: 317000247 - Cerfificatc of Deposit Date Opened: 6/29/2009 Balance DOD: $10275.40 Balance Accrued Interest DOD: $9.29 Total DOD Balance: $Y028~1.59 Date Joint Ownership Established: NIA Maturity Date: 10/29120:11 Interest Paid: Semiamxaally f, ~ ! f / / ~lJ-~ ~~- y t ,r ~=~ 6 ~~ 349 Union Street, Millersburg, PA 17061 • 1-866-6HAPPEN • 1-$77-9HAPPEN • www.midpennbank.com Member FDIC - ~. Account Name: Donald E. Cassell Account #: 317000248 -Certificate of Deposit Date Opened: 6/29/2009 .Balance DOD: $20550:79 Balance Accrued Interest DOD: $18.58 Total DOD Balance: $20569.37 Date Joint Ownership Established: NIA Maturity Dater 1.0/29/2011 Interest Paid: Semiannually Account Name: Donald E. Cassell Account #: 317000281- Certificate of Deposit Date.Opened: 9/272009 Balance DOD: $10214.13 Balance Acer;:ed In:crest DOD: a23.S4 Total DOD Balance: 510237.97 Date Joint Ownership Established: h/A Maturity Date: 1/2/2012 Interest Paid: Semiannually Account Name: Donald E. Cassell Account #: 317000282 - Certificate of Deposit Date Opened: 9/2/2(109 Balance DOD; 510214.13 Balance Accrued Interest DOD: 523.84 Total DOD Balance: $10237.97 Date Joint Owtership Established: N7A. Maturity Date: 1/2/2012 Tnterest Paid: Semiannually if you have any questions, please contact me at (717) $96-5381. j~Sincerely, Jessica Kerwin Deposit Processing. Specialist ~~"5 APPraisz SL1>!~IMARY APPRAISAL REPORT PERSONAL PROPERTY ESTATE Personal Property of the Estate of Donald E. Cassell, deceased Date of Death (d.o.d.) October 11, 2010 Client: Lisa Coyne, Esq. Coyne & Coyne, P.C. 3901 Market Street Camp Hill, PA 17011-4227 Effective Date of Appraisal: d.o.d. October 11, 2010 Date of Report: April 12, 2011 By.: Ibis A~j~raisa~ Services r¢S N. H~HOVPrS~ P.t~ Bt~.~2¢ Car~sre P~1 z,7o1~ (71~~ 243 :3174 iufo~~r. ihisappr~isals:com TABLE QF 'CONTENTS Table of Contents Appraisal Scope of Work Appraisal Extraordinary Assumptions Appraisal Hypothetical Conditions Appraisal Summary Digital Photograph & CD-ROM Instructions Personal Property Listing Appraisal Summary (Copy) Glossary Appraisal Certification References Privacy Notice Statement of Qualifications 2 3 4 4 5 6 7 14 15 16 17 18 19 ~bis p,PPraisa~,," ervices .,,Pale 2 of 20 ', a r ~ i } ~, ...~".,.- ~~Mw.A~w'~"'"¢,;9C'"y"Y .~':-,`. "W'W .v3.~Yk~_~dndd+fIGWSFv'~'r~-~~'dr'.':e~dm.-~W:'.~4CF~i~'w~i~N!1~txW~`:;W.m,.b,.h.. xsyb'x„Vu tlJ.WM1~L,5.n.t~nu~uLffidt'W~c,.~uhw~... ~. .x_„!~v, .~ „~ ';~.~~W n.. ,... ~.,. .. ._. APPRAISAL SCOPE OF WORK I hereby certify that, upon the clients' request for the appraisal of an estate personal property, that I have appraised the estate personal property of Donald E. Cassell, deceased, to determine the Fair Market Value for the purpose of the estate. The effective date is, as of, October 11, 2010 and reported on March April 12, 2011. The client in this estate appraisal is Lisa Coyne, Esq., Coyne & Coyne, P.C. 3901 Market Street Camp Hill, PA 17011-4227. The intended users of this appraisal are Lisa Coyne, Esq., and any other person(s) authorized by the administrators of this estate. The date of inspection was March 22, 2010. Frank Loney of Ibis Appraisal Services has personally and physically inspected the listed personal property. The personal property was found to be in good to excellent condition, unless otherwise noted. The information and values contained in this report are based upon my experience as an appraiser and other reliable sources using a Sales Comparison Approach to determine Fair Market Value. [Fair Market Value is used in divorces and estates in the state of Pennsylvania.] A market data analysis with comparable sales transactions was used to reconcile the quality and quantity of data. Values are reported piece-by-piece, and/or as a whole. All values reported have been determined with consideration to the condition of the item, market conditions, and salability factors. All analyses, notes and paperwork are found in the workfile. -is A~~Yaisa~ S~Y'U1CES ~v~ssa L. Lonev~~ C.A. ~irectar his AP~raisa~ ,Services: ,Page 3 020 Ai, yw.u,1G, "~'NY °~,~^dlk~~16 ~?"".W¢".~tiang~,y..~u~4yv wAt~+L'~.~IIo,~.~4~NL ~~rrea~W mk ~tM. w~:US..r, r, w ., .w~ J~~~dtJf~~~., .,...,~,. ~.. ~~__ ~L .. ...._. ~ i m. ."'aw ~Mrax~U"u'oN t .. ..~.r~ .. .l.,a i .~,..~.~, ...~.,.. APPRAISAL EXTRAORDINARY ASSUMPTIONS c~ _ There were no extraordinary assumptions used in this appraisal. APPRAISAL HYPOTHETICAL CONDITIONS cap There were no hypothetical conditions used in this appraisal. APPRAISAL SLJwIMARY It is in my opinion, as of the d.o.d. October 11, 2010, the Fair Market Value ofthe-Donald E. Cassell, deceased, estate personal property: (One Thousand Three Hundred Twelve Dollars and Thirty Cents) ($1.,312.30) I(~is :A raisa ~~ _ ~~ . Services A~~ssa L. Lone~~ C.A. IDrector The report must be read in its entirety The Appraisal Sammary ONLY is not the appraisal report bis APPraisa~ , S ervices ~ Pale S :0.20 ~u,~~,~~!~~~- I ~V ~. ~ .Iy~T~e', ~:"r:. ~~ ! ~4~ ti'~"'~f~MP'~YK ~Ti.Y~X_..,; ~OIW YLi w"LL~!SwJ6~Jm'r ~~"~'*w7'+id 3~v 1 ~.~~*aw, ~ rl .,: ~ .~ r . .,,Su..,:,tou:~..wuuunu[.ru.'1.;W.ks.tr .t~a~J,~~.ui e~ v v, r,. .. w.. ,4~~ ... ~_: _ w„~i .. . l.:,d ~,,.. v.. ri .. .~ -_w ~% DIGITAL PHOTOGRAPH & CD-ROM INSTRUCTIONS Ibis Appraisal Services has provided you with a CD-ROM that houses all of the digital photographs of all of the items appraised. The CD-ROM also contains a saved copy of the appraisal report. T1us CD-ROM may be kept with the paper copy of the appraisal report or kept off-site, such as a safety deposit box. The photographs are saved in the JPEG picture format, meaning that all of the file names end with a ".JPG". The file names correspond to the written appraisal report's Corresponding Photograph File that is included at the end of each item appraised. Getting started with your CD-ROM 1. Insert the CD-ROM into your computer's CD-ROM Drive. If you do not have a computer or access to a CD-ROM Drive--a copy store, office supply store, or public library will be able to help you view and/or print your pictures. 2. Your computer may contain one or several different software programs that will allow you to view your pictures. Examples of these programs are Draw, Photo Editor, Picture It! Express, Photo, Suite, My Photo, Center, Photo Studio Lite, Photo Shop Pro, Picture CD, or Photo Deluxe. The program that is included with a digital camera is another way to view your pictures. • Select the program for viewing photographs and. open the program. 3. Click FILE, and Click OPEN: 4. Use the Pull-Down, "Look in" Menu and select the D Drive (D:) or whichever drive is designated as your CD-ROM (sometimes this may be the E Drive (E:) on your computer). NOTE • Your CD-ROM Drive is designated with a small CD-ROM graphic Icon or a cartoon representing the drive. • The drives of your computer case be found under My Computer section of the Pull-Down "Look in" Menu. Common Drives are: A Drive (floppy disc drive), the C Drive (hard disc drive), the D Drive (CD-ROM Drive),. and the E Drive (sometimes CD-ROM Drive; sometimes an external drive, like a CD-ROM Writer, Zip, or Jazz Drive). 5. Double-click on the photograph you wish to view. ~bis ~PPraisa~jervices ~a c 6 of 20 14~. ..a..."~~.'~u..ni.~sWa:.fJCY.~ 1. m~9. ~.I1L "'..~.udn. L~~~_,~3~c.J.rww~~dMiie~~ae~IlYY.e.~l~;u. .M ,._. .. .. PERSONAL PROPERTY LISTING 1 Coin. 1851 $1.00 gold coin. Damaged. $100.00 Corresponding Digital Photograph file: y~, ~,~:. , • ~:~. .~ 2 Coin. 1853 $1.00 gold coin. $130.00 Corresponding Digital Photograph file: :. img 6928 ~~ ~ ~ :~ ,~ f-,: ~. 3 Coin. 1856 $1.00 gold coin. $130.00 Corresponding. Digital Photograph file: ~.~ ~ img 6928 ,~, ~,:~. _ _ .... .. 4 Coin.. l/10 oz. $5.00 gold coin._ $135.00 Corresponding Digital Photograph f le: ,,.-?~' ~ .~:. ba img 6928 ~..~' ~x 5 Coin. 1/10 oz. $5.00 gold coin. $135.00 Corresponding Digital Photograph~le: w ^ tl,,,a !~ img 6928 ~, i ~Uis APPraisa~ Jervices ape J o~ ZO ;_, "'~".`r~-h4,~'~.'L'k.,:,3C,"~5..,..,....Y,_"~"r„~~.•.[i'.a•:w~~^=?~~}~rwau~r«~~ aww,r.6kt.rori,yv,aw,.a-~91S~r.uu~.,r~,nw„w',.....,..5.~..,..~.....,..,...w.~~...~?...... ...> n ~.._ vruk.,wu:; ,x-d,. aonuC~.,~su~.x,,.l m~., ~1, ,w,,, _~.. 6 Coin. 1889 Morgan silver dollar. $24.00 Corresponding Digital Photograph file: img 6929 7 Coin. 1922 Peace silver dollar. $24.00` Corresponding Digital Photograph. file: img_6929 i °~. ,- 8 Coin. 1923 Peace silver dollar (money clip). $24:00 Corresponding Digital Photograph file: ,;...., img 6929 ~.~ 9 Coin. 1971 Eisenhower dollar. $1.10 Corresponding Digital Photograph file: img_6929 -'• 10 Coin. 1893 Columbian Expo coin. $12.00 ..~, ,~k Corresponding Digital Photograph file: ,. img_6929 bis /~~Praisal services ge 8 020 '. i C ( ,u.~d i:~•~ ,~„w u. dD+~cfl_,iW.,,YL"y YF w !n ~~ ,' I~.._ _ .Mk.. , i 1 ~1W ; ^~~"" '~n..._Y ~ ~. 'Y .~ I ~ H ~e.LLr::,e~,,.~..i~,~~r~W_ia~;r~~~-~~ay. ~:i.a..,w.,m.,,,~:u.,. .~..a~i,u..:r,.r~w.:r,~~r'r_a.~~.ui_. ~t.,r,.sN~._,;rr~~~~.,.,~. _.. I ~.,~s~md~r~,~W;l,,.~... 12 Coin. 1882 ,Mint token. ~ , $5.00 Corresponding Digital Photograph file: img 6931 13 Proof Set. 1974 proof set. $4.00 _ .Corresponding Digital Photograph file: img 6930 14 Proof Set. 1980 proof set. $4.00 Corresponding Digital Photograph~le: img 6930 15 Proof Set. 1991 proof set. $6.00 Corresponding Digital Photograph file: img 6930 I 16 Coins. Two 2001 silver eagles. $50.00 Correspo>zdingDigital Photograph~le: img_6930 s ~bis AP~raisa~ services ~a~e 9 of 20 K~''"b~,c"~u 4*N°"..krrm'-~' I'~Xk,ydWd+~"Ji. °1~.r'*'..',~'t'`~''~u:,~..'i'.~'~.~4..,~.'+.,'ilp,..,ul. mxi .,.,y';7w., wa»it!ra'~::7 w~, ~.m§.m~'lik1 .r .:.~ ~ r . M„~ vu.-.auw 3. a.ra~.w ,w.rm G`....,.y...w.~......,'...,. R.,I......r !..~...r.... _. muaw .r e~•aua„rnxn urx« .r.r.. t... 17 Coin. Twenty-fifth (25 )Super Bowl silver 2 $50.00 - oz. commemorative coin .999 fine. Corresponding Digital Photograph file: img_6930 18 Note. Bicentennial commemorative $2.00 bill $4:00 in folder. Corresponding Digital Photograph file: img 6930 19 Coin. 1818 Royal Arch Chapter2l, Harrisburg " $20.00 commemorative coin. Corresponding Digital Photograph file: img_693 0 20 Coin. Roman bronze coin. $5.00 - Corresponding Digital Photograph file: img 6930 21 Coins. Ten American Eagle coins. 1x1986, $250.00 -' :: ~ 1x1987, 2x1988, 2x1989, 2x1990, 2 x 1991. Corresponding Digital Photograph~le: „~,,;, img 6932 s ,\' / _, ~bis ~1,PPraisa~ Services Pale Y Rod 20 T:.=~a+.~'"P.w. `d"""."J.`..I 6 ~1".. ..u""m' .m,.".` "'"" ':~=.:°YN:'1~ x~+Ppy il.,"..y~~,t,..,im ..u~w~ y,+,o..: m~+.l•-w•~IwJT~+e'bti~~ dvm..w~.~~4: ~ u~..we.r ,., v:~. ..,.4~. W......,,.u n.,,_..f1: ~ .s i~v,.... ~r •r ~.7^'~.~. ~.a.~~~.m..i .d.a u m .1 22 Monev Cliff. Silver dollar mone3~ clip. `$24.00 CorrespondingDigital Photograph ftle: " _.'$.~ img_6932 I i, .~ 23 Tokens. Seven saloon brothel tokens. $105.00 Corresponding Digital Photograph file: img_6933 26 Coins. Rall, of Pennsylvaiua quarters. $15.00 '" "" Corresponding Digital Photograph~le: itng 6936 ~bisAPP~aisa~Scrvices F'a~e 1 (020 ,,;;. wP~W~._~u~+u..~~~ .WI' !P'~!'.~.,~.'O.#~'d1'µ~...'.~_Y~,Xb~A iY.~+~3f'"°:'~^1~2.a :lY:aJW.lgll~"~.<_a4~yu 'CI m~.-nwn~...wn~mvavr~~.wd~~w'wrwr".:'~.:.~......eu~....+L.~.:..:l.v~,..~W,i.tL ..~.1.....eiul~„u~Lw'~.. ^er~ ~ s. n~~~„c. el...~~tw~r ., ~vu. ,..~rcr... . 27 ~ Coins. Roll of Delaware quarters. $15:00 °'"" Corresponding Digital Photograph file: img 6936 28 Coins."Roll of 1968 nickels. $2.00 """' Corresponding Digital Photograph file: img 6936 29 Coins. Two rolls of wheat pennies: $2.00 '" "' - Cogrespondin~ Digital Photograph file; img 6936 30 Coins. Partial rolls ofth'ariy-two (32) buffalo $19:00 ~N~,< nickels. Corresponding Digital Photograph-file: img 6936 31 ~ Coins. Envelope of eighteen (18} miscellaneous' $0.50 Bermuda coins. ` ' `~' "~ Corresponding Digital Photograph file: iing_693 9" t~WJ.: ~ r ~bis ~,P~raisal Services ~a~e 7 2 of ZO *l +s:u^e.-'~c".`:.~-~.~r_r. m~a~,,..a.-,'FM..;::G'.'~'..,..~'Y. .w.."'~''°..°~.~L°t ~,",&~,!xW~i'-?u'~~'i.+. ~uww~.lrw",twww.e~.,.,~..t:.:~cn,wikmd~'"Ws.s4wc,~.n~"`.;m~;ia.,~r.m1».,i,~.t.u:se.ss.~„~..1.,...~..~w'^'..^.uaLmu.x~. .~~.;~.._...~.., ~ - -'r.,,~rxrvi ,~. ,, ,,.~J,~, ..., 32 Coins.. Envelope of five 1943 steel cents. Corresponding Digital Photograph file: img_6938 33 Coins. Envelope of twenty-one (21) WWII Red Tokens - OPA. Corresponding Digital Photograph file: img_6939 1.00 $3.00 ~ 34 Coins. Plastic bag with fifty-eight (58) cents $0.70 and three miscellaneous foreign coins. Corresponding Digital Photograph file: img_6940 Total $1,312.30 ~bis ~pPra{sajservices.. ~ .Page 13 0~.2~0 ~Mlt~i',wA ~. `u!".E~~~~i ~.~f J!~•ii4i "4 ~y; .4°ryv: H~y~,,."~... "~T«:'~ ~.,°':"_..ih„ M....'~~w;3yy-n,~(.~ .. ww~~~^1~ ~ ~r~w~'q NYaFk~lw'~•dJ~;4"1anrrr-eS,..resew"iw`~.is~uo-awve.,..i:.'..6..'rh~~eru,u.Lw.Ur IIlS2JL~S k_~LirYGr W...uu~~roip3s';_~3ex&n~*4a .fiwieiin.^~r4:rx%~. APPRAISAL SUMMARY (COPY) It is in my opinion, as of the d.o.d. October 11, 2010, the Fair Market Value of the Donald E. Cassell, deceased, estate personal property: (One Thousand Three Hundred Twelve Dollars and Thirty Cents) ($1,312.30) The report must be read in its entirety. The Appraisal Summary ONLY is not the appraisal report. I ~bis AP~ra'isa~ Serviccs p ` ale 19 n~ 20 n .: .. - 1 "~~"3tlun"'1~{m '~a^3z""4 '. a ,~"J-'kvw~M.,y~C" n"w1..~71'~$'`r~', •r. m"'~'t :._YV'.. eb2 ~r t9~llMy,kbflr .d~.uYi~W+'sr:=.;W,:-tr%+k.~:~.Y :S:~'^ws ,HarwL~.w.,m „m.n wwwe.mmi~•,w+r~.M.»mv~ 4.c.~..J4.~._,...J...,..,... ~.,,..,,.1.u.r~..W _.,._ ..._ :~^~~ GLOSSARY Extraordinar~Assumption. An assumption, directly related to a specific assignment, which, if found to be false, could alter the appraiser's opinions or conclusions [USPAP], Fair Market Value. The price at which a property would change hands between a willing buyer and a willing seller, neither being under any compulsion to buy or sell and both having reasonable knowledge of relevant facts [IRS Regulation Section L 170A-1(c)(2)]. Fair Market Value Expanded: Fair Market Value is not to be' determined by a forced sale...nor is the Fair Market Value of an item of property to be deterred by the sale price of the item in a market other than that in which such an item is most commonly sold to the public...taking into consideration the location of the item where appropriate. [Treasury Regulation § 20.2031-1(b)]. Hypothetical Condition. That which is contrary to what exists but is supposed for the purpose of analysis [USPAP]. Replacement Value. The term replacement value refers to the amount thaf an entity would have to pay, at the present time, to replace any one of its assets [Wikipedia]. Sale Comparison Approach. This approach compares an object properfy's'characteristics-with those of comparable objects that have recently sold in similar transactions [Wikpedia]. ~bis Appraisal services ~ Pale. l 5 of'20 ;. nu .. 1 E}'1{. .. Ni.h@V' .. ~ V Yl Jruen• ~ ,r^,pi~'~~b' rvr~ gt,: ~ wr,~+~r u3~ ~ t ~ ~n~,w.~~,n p u ~ w~ ~° + re"t'~~. ~ ~ _ . ,.._ ,,......W ~. w. _~.~ ~ v.~ }..N~,aN.Y'.ku-.".". ,. .I.. ^~•'~-"~•v.~,.,.. ~, ~~, ate e~,~wG:i~ua ~,~.,a.u.:~~.-r~~ui~~u+. ~t ,~.o r/~;/~J~wu4w ~iw.,~ .~:tt~.ua....._. CERTIFICATION OF APPRAISAL I certify that, to the best of my knowledge and belief: - The statements of fact contained in this report aze true and correct. - 'The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are ray personal, impartial, and unbiased professional analyses, opinions, and conclusions. - I have no present or prospective interest in the property that is the subject of this report and no' personal interest with respect to the parties involved: - I have nn bias with respect to .the property hat is the subject of this report or to the parties involved with this assignment. - My engagement u~ this assignment was not contingent upon. developing or reporting predetermined results. - My compensation for completing. this assignment. is not contingent upon the development or :reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. ~ - My analyses, opinions, and conclusions were developed; and this report has been prepared; in conformity with the Uniform Standards of Professional Appraisal Practice. - 1 have made a personal inspection of the property that is the subject of this report. - No one provided significant personal property appraisal assistance. to the person signing this certification. This appraisal was based upon the following assumptions, limitations, and conditions: 1. The information contained in .this report was gathered from sources considered, reliable, personal examination, research of authenticity and comparable sales and/or auction prices. 2. No responsibility is assumed for matters that are legal in nature, uicluding, but not limited to: the representation of others concerning the value, authenticity, condition, origin, or provenance of an item appraised. 3. The appraiser assumed that a normal and careful examination of the property was sufficient to determine its quality and condition and that no extraordinary examination procedures were to be utilized, unless these were specially requested and the expenditure of funds therefore authorized. 4. The appraiser's court attendance and expert testimony report, if required, are not included as part of this report. The appraiser does have the right to refuse testimony. It is the firm belief of the appraiser that the information furnished in this appraisal report and the conclusions drawn from this information are true and correct, but they are not guaranteed. Ibis A~~rraisa ~. Services A~~ssa L. Lonev~~ G.A. Director ~bis ApPrassal Services E-CT'7"~~'~~~'~i ~'"'r.'" "e!'.,~ "!k"~~""%",:'~ "M;°`Y. r~,W tt. +v •:u,., lta1L,^.'x~a]~~.yxa. ~ivs w_.. w ...„ .,,r. ,,.,, ~ ,~..,....,,.~.......e age 16 0{ 20 APPRAISAL REFERENCES Alderfer's Auction. 501 Fairground Rd. Hatfield, PA 19440. 215-393-3003. http://www, alderferfinearts. com/ Conestoga Auction Company Inc 768 Graystone Rd. Manheim, PA 17545. 717-848-7284. `' http: J>www.conestogaauction. com/auctions/ Cordier Antiques & Auctions. 2151 Market St. Camp Hill, PA 17011. 717- 731-8662. http://www, cordierantiques.com Crai 's List. http://www.craigslist.com eBav. http://www.ebay.com Elmer Murray Auctions. Richard P. Murray. 717-790-2240. http://www.rchardmurryaucti oneer. com/ Hershey, Dan Auctioiieerin~ Service. 3 Brown Rd. Shippensburg, PA 17257. 717-532=4647 Hess Auctions.'John M. Hess Auction Service, Iric. 1667 Cider Press Road Manheim, PA 17545.. 717-664-5238: http://www.hess=auction.com/ LR.S, Publication 561: Determining the Value of Donated Property. http:l/www.irs.gov/pub/irs- pdf/p561.pdf Morphy Auctions. 2000 N. Reading Rd., Denver, PA 17517. '71'7-335-3435. http://wtivw.morphyauctions.com/ Ocker, Carl E. Auction. 4401 Philadelphia Ave. Chambersburg, PA 1720E 717=264-6578. http ://www.kennysauction. com/ Pook &Pook. 463 East Lancaster Ave. Downingtown, PA 19335. 610-296-4040. http://v~~wwvw.pookandpook.com - Treasury Regulation ~ 20.2031-1~bZ Title 26: Internal Revenue. Chapter I: Internal Revenue Service, Department of the Treasury (Continued). Part 20: Estate Tax; Estates of Decedents dying after August 16, 1954. Sec. 20.2031.-1: Definition of gross estates; valuation of property. U.S. Treasury Reeulations Section 1 170A-1(c~(2)• Charitable etc Contributions and Gifts• Allowance of Deduction. http://www.taxalmanac.org/index.php/Reg._1.170A-1 Uniform Standards of Professional Appraisal Practice. http://www.appraisalfoundation.org Wikipedia. http://en.wikipedia.org/wiki/Replacement value ~bis APPraisa~ Services P J o~ 20 age i t i „. T', ~. ,. .Y~r~'isia~`..~~~. ~'dl.C.°~''TsA we ~I~.1"~:N&n.k MIUP°.:.YI1L'~~r.A1~~..'~'1i._S,_.aA_Mjyn.,yw~r~~.+wHri~r~.,nA:rn~i~"rlr'.mvnrm.a.uminS~.~e.w.A,~l.:.ifJl~e~.. ._~~~~,J:.~~.i~,,. .~.... aw 4~wN r.. W. ~.. iG d.> dro e. PRIVACY NOTICE Pursuant to the Gramm-Leach-Billet' Act of 1999, effective July 1, 2001, appraisers, along with all providers of personal financial services are now required by federal law to inform their clients of the policies of the firm with regard to .the privacy of .client nonpublic personal information. As professionals, we understand that your privacy is very important to you and are pleased to provide you with this information. In the course of performing appraisals, we may collect what is known as "nonpublic personal information" about you. This information is used to facilitate the services that we provide to you and may include the information provided to us by you directly or received by us from others with your authorization. We do not disclose any nonpublic personal information obtained in the course of our engagement with our clients to nonaffiliated third parties, except as necessary or as required by law: By way of example; a necessary disclosure would be to our indep- endent contractors and in certain .,situations; to unrelated third party consultants who need to know that information to assist us in providing appraisal services to you. All of our independent contractors and any thud party consultants we engage are informed that any information they see as part. of an appraisal. assignment is to be maintained by strict confidence within the firm. A disclosure required bylaw would be a"disclosure by us that is ordered by a court of competent jurisdiction with regard to a legal action to which you are a party. ,- We will retain records relating to professional services that we have provided to you for a reasonable time so that we are better able to assist you with your,needs. In order to protect your nonpublic personal information from unauthorized access by third parties, we maintain physical, electronic, and procedural safeguards that comply with our professional standards to insure the security and integrity of your information. ~bis APPraisa~ Services Pale 1 8 of 20 ~w ,.- 1 'C°^.„> '~",1'.`,N'fm'~IL, a.'~Nib!~~!°s~55uY~" ~YJO w^wr~~w.ix~}~m ~:. ffiai+uibl~Wa4rb•aLJJud"idw.e~.n'4..,mo..,.,.. ~~a~W..~..s.h. t.,:_.,_. .3l ~,rv.iv n~ ~r ~~. .. ..,__, ..... STATEMENT OF QUALIFICATIONS Alyssa L. Loney, C.A. PRESENTLY Founder of Ibis Appraisal Services: Owner and Director. October 2001- Present. Responsible for the management and direction of Ibis Appraisal Services. Conducts extensive on-site and in- house appraisals, valuations, assessments, and analyses of personal and• cultural property. Conducts research on all objects' considered personal and cultural property. Performs appraisals for divorces, estates and insurance. Performs in the- service of law firms; banks, insurance agencies, universities; library, museums, churches, non-profit agencies and the general public. Responsible for the development of policies, guidelines, public 'programs, and standards for Ibis Appraisal Services. Takes an active role in promoting ethics in appraising. Works with local, state, national and international agencies to prevent and uncover appraisal and personal/cultural ~' property fraud. Member of Institute of Appraisal of Personal Property, American Society of Appraisers, International Society of Appraisers, and Professional Coin Grading Service. PROFESSIONAL COURSE COMPLETION'S ISA Course Completions - Core Course in Appraisal Studies - Antiques & Residential Contents USPAP Com lep tions - 2002 Uniform Standards of Professional Appraisal Practice - 2009 Uniform Standards of Professional Appraisal Practice (takes 15hr course, rather than update course) Archaeological Resources Protection Act Course - American Antiquities Act of 1906, - National Historic Preservation Act of 1966 - Archaeological Resources Protection Act of 1979 - Native American Graves Protection and Repatriation Act of 1.994 PROFESSIONAL ACCOMPLISHMENTS ~ State Historical and Underwater Archaeologist for the State of Louisiana. ~ Attended the Conservation of Indian Artifacts Symposium sponsored by the Smithsonian Institution and the Tunica-Biloxi Indian Reservation, Marksville, Louisiana. ~ Director of the West Virginia University Historical Costume Museum. ~ Research Archaeologist/ Artifact Instructor for CADW (Welsh Historic Monuments)/ University of York, England. ~ Research and Preservation Specialist for the Maryland Historical Trust. Presented and published works for national and international organizations including the Society for Historical Archaeology, Middle-Atlantic Archaeology Conference, Southeastern Archaeological Conference, Louisiana Archaeological Society, and the Maryland Historical Trust. wis APPcaisal Services age i 9 0~ 20 ~r ~ ~~ _ ~p.l~Yx "~'d~ ~^"' Y~~~~~~pp~~i yv~.+'' iw ; +a..+i-.. c~(uid ~ luu ~ LN.w ~~ux.~ .,...x 4 ~n a~ur~'~~ ' urge 'w'~v.r. ~wu_ i ~'~ u' - ~. ,... _ ..F ,.:~'a0.5...:n.r-..n'...i~c s..e _. ~ .~ '~,~J ..~. ... I _ 'S: ..... ._ ,- ~ ~.nud, t"' ,;C~nnW 11~aS 44iWL" d~v~'fPiGJN$piiutGkl'T,~+GW7~kau~a:~x3,~.1'~s:.swnAiY..maann.us5f::wnaui.Mkc_me .~-,m,n 2^..~ EDUCATION B.Sc. Historical Textiles and Clothing, 1992, West Virginia University,.Morgantown, West Virginia, United States. M.A. Archaeology, 195, University,of York, York,. England. C.A. Certified Appraiser of Personal Property, 2001, Institute of Appraisal of Personal Property,.York, Pennsylvania, United States. A.R.P.A. Archaeolcigical Resources Protection Act, 2000.. S.B.D.C, Entrepreneurial Series, 2001, Kutztown University of Pennsylvania, Small- Business Development Center. ~bis,~,PPraisaljervices Peke 20 0~ 20 ~s. W~uu .: s ~ , y' ,r'~,'~_ y:",.^.1C:.~~.~RT ~~ c~.Wii~~. Ri.~'~ :.~e'+ i Y~A.i°~,Y i~:Al„4e°.~ .-d,-.3Ee+" :...~':'I'...& ~ ^.+.~u.'~. ~w ~meu+,~u~ u. tww.+ ~u.. w»~....rtY w:, dw~~n~:w.~,.i..w~...Er..,.L,..... ..,..__.a d~,._.. i tvn ., , , , , , .... REV-1510 EX+ (DS-09) ~ pennsylvania SCHEDULE G DEPARTMENT DF aavENUe INTER-VIVO5 TRANSFERS AND mHERITANCE rnx RETURN MISC. NON-PROBATE PROPERTY RESIDENT DE[EDENT _- ESTATE OF FILE NUMBER Donald E. Cassell 21-10-1058 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes, ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RElATI0N5HIP TO DECEDENT AND TI+E DATE oFrRANSFER. nTrAa a cowoF n{E OEEO Fac REa ESrnTE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION IcF aavucAS~EI TAXABLE VALUE 1. .Jackson Life Non-qualified Annuity Contract No. XXXXXX4742 (beneficiary is 29,332.13 100 29,332.1 the Estate of Donald E. Cassell) TOTAL (Also enter on Line 7, Recapitulation) $ 29,332.13 If more space is needed, use additional sheets of paper of the same size. ~' , Form l 1 G {Rev. April 2006) Life Insurance Statement OMB No. 1545-0022 popanmeni or iho Treasury In18m3) Revenuo.S91ViCB ' - Decedent-lllSUf£CI (1'o be filed by the executor with farrn 706, United States Estate {and Generation-Skipping Transi®rj Tax Retum, or form 706-NA, United States Esfaie (and Gerieration•Skipping Transfer) Tax Retum, Estate of nonresident. not a citizen of the United States:} 1 Decedent's first name and middle initial 2 Decedent's last name 3 Decedent's social securtty number 4 Date of death Donald E Cassell {if known) XXX-XX-2864 10111(2090 5 Name and address of insurance company Jackson National Life Insurance Company 1 Corporate Way Lansing Edit 48951 6 Type of policy 7 Policy number Annuity 1007244742 8 Owner's name. If decedent is not owner, 9 Date issueq t0 Assignor's name. Attach copy of 11 Date assigned attach copy of application. assignment. 0$!06/201D 12 Value of the policy at the 13 Amount of premium {see instructions) 14 Name of beneficiaries time of assignment Estate ofDonald E Cassell 529;329.75 0 ~ 15 Face amount of policy 15 $ 29,332:13 16 Indemnity benefits 16 '~ 17 Additional insurance.... 'I7 $ 18 Other benefits . 18 ~ 19 Principal of any indebtedness to the company that is deductible in determining net proceeds 19 ~ _ 20 Interest on indebtedness (line 19) accrued to date of death. 20 21 Amount of accumtilated dividends 21 $ 22 Amount of post-moRem dividends 22 $ 23 Amount of returned premium 23 24 Amount of proceeds if payable in one sum 24 $ 29,332.13 25 Value of proceeds as of date of death (if not. payable in one sum) , 25 ~ 'f5 28 Policy provisions concerning deferred payments or installments. Note. If other than lump-sum settlement is authorized far a surviving spouse, attach a copy of 4 the insurance policy. .. ~-- ----~-- - ............................ - - ..._ _.....---....:........:......---...._. M .. a"emu 27 Amount of installments 27 $ 28 Date of birth, sex, and name of any person the duration of whose life may measure the number ofpayments. 29 Amount applied by the insurance company as a single premium representing the purchase of installment benefits , 29 ~ 30 Basis (mortality table .and rate of interest) used by insurer in valuing installment benefits. 31 Were there any transfers of the policy within the three years prior to the death of the decedent? ^ Yes ~ No 32 Date of assignment or transfer: / / Month Day Year 33 Was the insured the annuitant or beneficiary of any annuity contract issued by the company? , , ^ Yes P No 34 Did the decedent have any incidents of ownership on any policies on his/her life, but not owned by himlher at the date of death? ^ Yes ~ No 35 Names of companies with which decedent carried other policies and amount of such policies If this information is disclosed by your records. The undersigned officer of the abovo-named insurance company (or appropriate federal agency or retirement system official} tiereby certifies that this statement sets forth true and c,op(Jrtect'intorma~tion. Signature - ~`RLl/la_ a'.yJ~.tieyv Tide - Vice President 1/20/2011 Date of Certification -~ For Paperwork Reduction Act Notice, see page 3. Cat. No. 7017oV Form 712 (Rev. 4-20061 ~. ,rw ~ REV-1511 EX+(12.99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Donald E. Cassell 21-10-1058 Dehts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES:. 1' W. Orville Kimmel Funeral Home 2,531.00 2. Reception 300.00 3. Honorarium 200.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 20,149.61 Name of Personal Representative(sl f1UStln F, Grogan Social Security Number(slIEIN Number of Personal Representative(s) street address .1801 Bridge Street city New Cumberland state PA zip 17070 Year(s) Commission Paid. 2. Attorney Fees 20,149.61 3. Family Exemption: (If decedenrs address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 127.50 5. Accountant's Fees 6. Taz Retum Preparer's Fees 1,D00.00 z. Patriot News -legal advertisement 123.38 a. Cumberland Law Journal -- legal advertisement 75.00 '' s. Register of Wills --additional short certificates 20.00 to. Postage 100.00. tt. Reserves 5,000.00: t2. Total from Schedule H, page 2 20,219.27 TOTAL (Also enter on line 9, Recapitulation) $` 69,995.37 (If more space is needed, insert additional sheets o1 the same size) .bM .~.,..... ..„..a'~..~AY. _..k _.._ ~ „'..'RI .lA.""`!.N.~. 1 - W~v, .. ~,.„Y Y,: nw.. :~wu. '~., ,wuu "':,~.:.: -: .w W, v..:',:,u. ..~-:_ ..: ESTATE OF DONALD E. CASSELL N0.21-10-1058 SCHEDULE H: ~ FUNERAL AND ADMINISTRATIVE COSTS, PAGE 2 Item No. Description Amount 13 _ Settlement fees and costs for the sale of real estate _ ~ $8,930.00 14 (Appraisal of real estate, to set sale price $350.00 15 Susan Brubaker -- cleaning and repairing of real estate for sale $1,300.00 16 Coin appraisal fee $180.00 17 (Register of Wills -- short certificates $20.00 20 ~ ~21 ~~ ~ 22 ~ 12010 Income Tax Prepazation ~Faamersville Auction --auction of personalty ' Duty's Lock -repairs to real estate for sale j $160.00 $83.70 $78.00 - - 23 +- ~C.F. Acri & Son, inc. -- repairs to real estate for sale ~ 1 $106.00 24 C&C Plumbing & Electrical Service, Inc. -- repairs to real estate 25 ~ I~ Department of Revenue -- 2011 tax preparation i I ~ $249.15 $28.00 26 Carey & Associates -- 2011 tax preparation l $150.00 i 27 12011 Real Estate Taxes -County/TWP, real elate for sale ~ ~ i $272.72 _ 28 02 ] 1 Real Estate Taxes -School District, real elate for sale ~ _ $815.04 29 X2012 Real Estate Taxes -School District, real elate for sale $834.85 Westwood Village Condo Association Fee -- through 11128!2012, real 30 elate for sale $3,496.02 ~- - -- -- 31 Westwood Village Water Bill (through 11128!2012), rea] elate for sale $178.11 32 (Travelers insurance Co. --homeowner's insurance (3111 - 3112), real elate for sale ~ $161.00 (Travelers Insurance Co. -- homeowner's insurance (3/12 - 3/13), real 33 esate for sale 163.00 $ _ iEast Pennsboro Township -- sewer and trash (through 12131112), real 34 elate for sale $949.50 ~_ 35 ~PPL -- through 11/12/12, utility for real elate fox sale $551.75 jFee for copy of divorce decree _ $5.75 36 i _ 37Nate Wadlinger, Window Repair, repairs to real estate for sale $606.68 I~ - _ TOTAL: $20,219.27 REV-1512 EX+ (12-OS) ~ Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBT5 OF DECEDENT, INHERITANCE Tnx RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Donald E. Cassell 21-10-1058 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed meditai expenses. I FIA Card Services 698.00 2. New Cumberland Ambulance Service 150.00 3. Verizon 93.51 4. Comcast 177.86 5. Pinnacle Health Hospitals 1,000.00 6. Spirit Physicians 10.00 7. Vascular Associates 65.00 8. Uncleared checks 74.28 9. Department of VA 173.00 TOTAL (Also enter on Line 10, Recapitulation) $, 2,441.65 If more space is needed, insert additional sheets of the same size N. ~ ~ A w. 3' .A".~ w ~: y ~ . vm ~ .t_'w _ yw...~ aryru~ ^1"~e rw w. ~ .~ ....... ,. .~..... REV-1513 EX+ (ii-08) ~ pennsylvania SCHEDULE J , UEPAgTMENT OE REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Donald E. Cassell 21-10-1058 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Valerie C. Lair 'daughter 42.86% of residual 2. Christopher S. Cassell 'son 42.86% of residual 3. James M. Lair grandson 7.14% of residual 4. Natalie R. Cassell granddaughter 7 14% of residual Note: Kenneth M. Cassell (Son) predeceased decedant with no surviving issue. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN A80VE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Valley of Harrisburg Consistory 2000 " 2. William S. Snyder Lodge 1000 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET, $`' 3000 If mare space is needed, insert additional sheets of the same size, w.....:...;. ~~ ""^"' '~ ..w~ Jw~:. .:.m k w:.,,, ~., .. ,w w ...,. ._ m- .~ ~. n..-+w waJ. rva.wwr w-.... ....,. ((~ P, ~ le i ~ ~ i ~ ~.. ~ I I -_ _ -.~.,,~,,_ - ~~ -~ ~ ~~ I N WEIGHT DIMENS "~~ ~ ~ SHIPPER • ! ~ ~ WEi~ RELEFlSE ~, ~ ~'!t ~~ • ~ i rM~~Nn~~~ ~,..~.~ i"3 m. aoce «vn„w.i wv N canunoauw,, rc~mdeH am em~~~wlm ~.mtanonaeryvuon w mmmym us. lawn pmnuu ~ ~ ~: .,3 F _ __ TELEPHONE ~~ 717-737-0464 l l: S + ~L COYNE f,; T ~%~°' PA 17011 4227 ~ I~ ~ TELEPHONE II11 ~ 9 'Sited Parcel Service, Louisville, KY .._..It an 1°~in6d~% fad ~ !d ~~ r4, ~ II ~ ~ r a ~f~t~ d C -- r ~I ,GLI tld 3`151~~tl~ t i~;noH ~tinoa 4 1 Z V40 4'~ ; J )~ 352 5 r 1 Z V4~ ~ 1~ ~ 352 5 I 'AF' ' SHIFKv1ENT V404 9F ID NUMBER IIIIII II ~ C DYNE & C DYNE A PROFESSIONAL CORPORA"170N ATTORNEYS AT LAW Henry F. Coyne Lisa Marie Coyne 3901 Market Street Camp Hill, Pennsylvania 17011-4227 717-737-0464 Fax: 717-737-5161 Overnight Mailine: Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Dear Madam: November 16, 2012 ;; i A @ ~-1-~ t . -\ ~ _. `~ -- ~, ; w , ; . .T :::5 - Re: Estate of Donald E. Cassell, Deeeaseih ~ _ -a =; No. 21-IO-I058 `' `, c _. _ , D ~' ~.n O - T~ We represent the Estate of the Late Donald F,. Cassell. Enclosed please find an original and two (2) copies of the Inheritance Tax Return for this Estate. Kindly docket the original Return and return to me a "clocked-in" copy with the enclosed envelope. Also enclosed is Estate Check No. 1071 in the amount of $15.00 which represents the filing fee for this Return. Thank you for your assistance. If you have any questions, please contact me. Very truly yours, COYNE & COYNE, P.C. L' a Marie Coyne LMC/amd Enclosure Cc: Austin F. Grogan, Executor