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Home My WebLink About02-0501 PETITION FOR PROBATE and GRANT OF LETTERS Estate of JOY E. CAKE also known as No.--2J- 07 -5"01 To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Deceased. Social Security No. 201-16-0836 The petition ofthe undersigned respectfully represents that: Your petitioners are 18 years of age or older and the Executors named in the last will of the above decedent, dated April 4, 2000, and codicil( s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 4905 East Trindle Road, Mechanicsburg, Hampden Township. Decedent, then 76 years of age, died May 15, 2002, at Country Meadows, 4905 East Trindle Road, Mechanicsburg, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ unestimated $ $ $ EREFORE, petitioners respectfully request the probate of the last will and codicil(s) d the grant ofletters testamentary thereon. 7.r ~4--Cd Wallace E. Cake 18 Ryan Drive Palm Coast, FL 32164 386-586-6014 Arthur F. Cake, Jr. 1208 West Roger Road Tucson, AZ 85705 520-248-9088 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioners above-named swear or affirm that the statements in the foregoing petition are true and correct to the best ofthe knowledge and belief of petitioners)ill4 that as personal representatives of the above decedent, petitioners will well and truly administ the Ii according to law. Sworn to or affirmed and subscribed before me this 17t h day of MAY 2^00~, fJ.m ("Ju) ~tqJL~~l IJL- Register Ll - (,.5' ~\ No. 21- D2 -501 Estate of Joy E. Cake, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MAY 21, 2002 , , in consideration ofthe petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated April 4, 2000, described therein be admitted to probate and filed of record as the last will of Joy E. Cake and Letters Testamentary are hereby granted to Arthur F. Cake, Jr. and Wallace E. Cake. Will Book # 17 Page 65 ~(O J4'~4J~Un~ Y LEWIffi.egister of ills FEES Probate, Letters, Etc. Short Certificates( ) ~ extra pages jcp TOTAL $ 375.00 $ 36.00 $ 9.00 $ 5.00 $ 425.00 Ivo V. Otto III, Esquire (27763) ATTORNEY (Sup. Ct. J.D. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, PA 17013 (717) 243-3341 Filed 5-21-2002 called atty 5-22-2002 --', _.,l F:\FILES\DA T AFI LE\EST A TES\4508-petition. ltr wills\4508.wil 3/30/00--c1m '2.\-(:>'2.-50\ I, JOY E. CAKE, of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, LAST WILL AND TESTAMENT being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executors and their successors shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I give, devise and bequeath all of my estate, both real and personal property, in equal shares, unto my sons, ARTHUR F. CAKE, JR. and WALLACE E. CAKE. 3. In the event my son, WALLACE E. CAKE, shall predecease or fail to survive me and shall leave issue surviving, then such deceased son's share shall be held by PAULINE E. CAKE, his surviving spouse, in trust, for the following purposes: . a. I direct that my Trustee shall hold, invest and reinvest the same, collect the income arising therefrom, and after paying all expenses incident to the management of the trust, to use and apply as much of the income and principal as may be necessary in the sole discretion of my Trustee for the support, well-being and education of my grandson, WESLEY ENCK CAKE. b. I direct that my said grandson shall have the right of withdrawal of the principal and any accumulated income of said trust as he attains the age of twenty-five (25) years. Page I of 4 Pages 9ifc. 4. In the event either of my said sons shall fail to survive me and not leave issue surviving, then such deceased son's share shall be paid to the surviving son. 5. To the extent that the same is permitted by law, none of the beneficiaries hereunder shall have any power to dispose of or to charge by way of anticipation any interest given to such beneficiary; and all sums payable to such beneficiaries hereunder shall be free and clear of the debts, contracts, alienations and anticipations of the beneficiaries, and all liabilities for levies and attachments and proceedings of whatsoever kind, at law or in equity. 6. In the event both of my said sons shall predecease or fail to survive me by more than thirty (30) days and not leave issue surviving, then I give, devise and bequeath all of my estate, both real and personal property, unto my sister, NORMA E. RIESE, absolutely. 7. I nominate, constitute and appoint my said sons, ARTHUR F. CAKE, JR. and WALLACE E. CAKE, as Executors of my estate. In the event either shall be unable or unwilling to serve in such capacity, then the other shall serve in such capacity alone. In the event neither of my said sons are able or willing to serve as Executors of my estate; then I appoint my said sister, NORMA E. RIESE, to act in such capacity. 8. I direct that my Executors shall not be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 9. I authorize and empower my Executors and Trustee, and their successors, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized Page 2 of 4 Pages ~ or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executors and Trustee and their successors consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executors and their successors shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this 4 Ji\- day of C'-(fAJ- ,2000. ~k~ Joy E. e (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, ~ho at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. " ~ XiID ~ l;r~a~ Page 3 of 4 Pages COMMONWEALTH OF PENNSYL VANIA ) : SS. COUNTY OF CUMBERLAND ) ~ We, Joy E. Cake, \ \)0 \L V IiO III::.. , and ~j AC Q U E~ 1\J2 k DfCl<U-, the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Witness ~~~u/(}DJ~ WI ess Subscribed, sworn to and acknowledged before me by Joy E. Cake, the Testatrix, and subscribed and sworn to before me by \ \! 0' \l. 0 ,'0 TIT and '1,:'Ie Gl.Ut.L \ .Ve A .j) t-c Id2K , the witnesses, this yAk day of C ~ ' 2000. (;;{LVu" (~1P~ Notary Public . NOTARIAL SEAL CORRINE L MYERS. Notary Public Carllsle Boro. CumberlandCounty Mv Commission E,p:,'os. M.~y 27, 2003 Page 4 of 4 Pages F: IALES\DA T A FILE\EST A TESI4508 I .notice.cef CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: JOY E. CAKE Date of Death: May 15, 2002 File No. 2002-0501 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about June 24, 2002. Mr. Arthur F. Cake, JI. 1208 West Roger Road Tucson,iLl 85705 Mr. Wallace E. Cake 18 Ryan Drive Palm Coast, FL 32164 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: June 25, 2002 Signature Name ~ ~ ',' ,>.0-1 ~ .'.i -", '- ~ ~@}'\l.~ ..Ar Ivo V. Otto III, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Attorneys for Personal Representative ., <!( L J1!y.,Mt~... . CC!MMON'NEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT.21lO801 HARRISeURG. PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I~ Lo I FILE NUMBER 21 OFFICIAL USE ONl't Ii ~s- 02 00501 NUMBER COUNTY CODE YEAR - SOCiAC-secORiT';(NUMBE-R 201-16-0836 W 0- ~~!:! &l..g %lil~ u.... !i w Q W U W Q - --l DECEDENTS-NAME (LAST, FIRST, AND MIDDLE INITIAL) - r:~=~:~'ULmAR) ] ~A~~~:;'~~~(~~O~YOAR) :(IF APPllcA8LE)SUFMVlNG SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) I , , I o 3. Rern8inder Return- (oale Ofaeafh prior to 12-13-82) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY-NUMBER 1:1 - -1. OrigTnal RehiiTl----~TSupplemental Return o 4. Limited Estate 0 48. Future Interest Compromise (date of death aftet12-12-82) 1:1 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a living Trust (Attach of Will) copy of Trust) ~ 0 9. litigation Proceeds Received 0 10. Spousal Poverty Credit(dateofdealh between 0 11.Election to tax under Sec. 9113(A) (AlIach Sch 0) 12-3'-91 and 1-'-95) - -- II .>-- --~_ Ivo V Otto, III, Esquire FIRMNAMETlfapi>!ialble) Martson Deardorff Williams & Otto o 5. Federal Estate Tax Return Required I 8. Total Number of Safe Deposit Boxes !i w Q Z It I 10 East High Street Carlisle, PA 17013 hLEPHONE -NuMBER-- 717/243-3341 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) ______r__._ (1) None" (2) 92,980.56 _n__ _______ ______ (3) None (4) None - ------- (5) 717,753.73 _. (6) 2,586.49 (7) None (8) (9) 11,668.51 ---- (10) 476.08 813,320.78 :::OFFICIAL USE ONI_Y 3. Closely Held Corporation, Partnership or Sole-Proprietorship z S ~ ~ ~ 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. JoinUy Owned Properly (Sche~ule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts 01 Decedent. Mortgage liabilities. & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12,144.59 801,176.19 ',j". (11) 12. Net Value 01 Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Une 13) (13) (14) 801,176.19 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or translers under Sec. 9116(a)(1.2) x .00 (15) z o g .. ~ Q U ~ 801,176.19 x ,045 (16) 36,052.93 16, Amount of Line 14 taxable at lineal rate 17.Amount of line 14 taxable at sibling rate x .12 (17) 18. Amount of line 14 taxable at collateral rate x ,15 (18) 119. Tax Due I ! 20. 0 (19) 36,052.93 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ,/0f:;.d!Wg:;Hi'::;::,"J'> . Copyright 2000 form software only The Lackner Group, Inc_ Form REV-1500 EX (Rev. 6-00) < Decedent's Complete Address: STREET ADDRESS 4905 East Trindle Road CITY lTIATE PA ZIP 17055 Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 36,052.93 I,l!UL.05 Total Credits (A + B + C) (2) 1,802.65 3. InleresllPenalty if applicable D. Inlerest E. Penalty (3) 0.00 (4) (5) 34,250.28 (SA) (5B) 34,250.28 Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 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. Enler the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transfemed;............................................................................. 0 IllI b. retain the light to designate who shall use the property transferred or its income;................................ 0 IllI c. retain a reversionary interest; or..........................................................................................n................ 0 D!:I d. receive the promise for life of either payments, benefits or care?.......................................................... 0 181 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?... ....., ....., ...... ...... ...... ...... ....... ...... ....... ...... ...... ......, ...... ...... ...... ...... .......... 0 181 3. Did decedent own an'n trust for" or peyable upon death bank account or seculity at his or her death?..... 0 IllI 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ..... ...... ...... ...... ...... ...... ....... ...... ....... ...... ....... ...... ...... ...... ......,..... ...... ...... 0 1:81 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 penaiUesot pe~ury, i declare thai I have examined this relum, inCluding-accompanying schedules and statements. and lathe besl ofmyTnowIedge andbeUe(iTis true. correct and complete Declaration of preparer other than the personal representative is based on all information of which preplIreI' has any knowledge. SIG-NATlJREOF PERSON RESPONSIBLE FOR FILING RETURN - ~- ADDRESS DATE 1208 West Roger Road Tucson,iLl 85705 ADDRESS-------- ---- ----- SlGAAnJRE OF PERSON RESPONSlBL"E"FOR FIUNG"RETURN ~4 cd- DATE 740 Palm Hammock Circle St. Augustine, FL 32095 dr /f.~ rtlv/o 2/ 10 East High Street Carlisle, PA 17013 For dates of death on or after July 1. 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)l. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disdosure 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 Iransfers 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 stepperent of the child is 0% [72 P.S. ~9116 (a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P .S. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rale imposed on the net value of transfers to or for the use of the deoedenfs siblings is 12% [72 P.S. ~9116 (a) (1.3)J. 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. Decedent's Complete Address: STREET ADDRESS 4905 East Trindle Road OTY Mechanicsburg STATE-PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 36,052.93 1,802.65 Total Credits (A + B + C) (2) 1,802.65 3. InteresUPenalty il applicable D. Interest E. Penalty 0.00 TotallnteresUPenalty (D + E) (3) 4. If Line 2 is 9realer than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request if refund 5. If Line 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) A. Enter the Interest on the tax due. (SA) B. Enter the totai 01 Line 5 + SA. This is the BALANCE DUE. (5B) 34.250.28 34,250.28 Make Check Payable to: REGISTER OF WILLS, AGENT l""~~ft PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Old decedent make a transfer and: Yes No a. relain the use or income 01 the property translerred:......................................................... 0 Ill! b. retain the right to designate who shall use the property transferred or its income;......... 0 181 c. retain a reversionary interest: or.............................."......"............................................... 0 181 d. receive the promise for life of either payments, benefits or care?.....................,................. 0 181 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?... ....... ......, ,....., ...... ....... ......., ......, ....... ....... ....... ...... ............. ...... ............, 0 ~ 3. Did decedent own an'n trust for" or payable upon death bank account or security at his or her death?...... 0 Ill! 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.............................................................................................................. 0 Ill! IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. e examined thiS return, including ~n)'lng schedules and statemenis, an;fi(itllebeslofmy-li.noWledge and belief. It is true. correct and complete onel representative is based on .,1 Information of which prepare!' has any knowledge. I~I..E FOR FILING RETURN ADDRESS ~--~-_. ~-- 1208 West Roger Road Tucson, AZ 8,705 DATE '6/1 'f tot? l... DATE s FILING K~IUKN AUUK~ 740 Palm Hammock Circle St. Augustine, FL 32095 SIGNAlU""O~~'S:'AlIV' ~ss t~rt~~~,HJlhfr(m--n.n DATE For dates of death on or after July 1, 1994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or tor the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary. For dates 01 death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years or age or younger at death to or ror the use of a natural parent. an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)1. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P.S. 99116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings Is 12% [72 P.S. ~9116 (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. __i'$ *' SCHEDULE B STOCKS & BONDS COMMONWEALTH Of' PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CAKE, JOY E. All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM I NUMBER I DESCRIPTION -- 1--15 units PA Insd Muni Tr., Series 103 (CUSIP 70884B513) I 2 I Accrued interest to No.1 3 . 2005.482 shares Evergreen Muni Bd Fd., Cl. C (EKECX) 4 100 shares Grand Metro Del 9.42% Cum Pfd (GRM' A) 5 555.519 shares VanKampen Penn T/F Fd-Cl. A (VKMPX) - i FILE NUMBER I 21-02-00501 _J______ I i UNIT VALUE i .--. ---------+------- ...--------- ------..--- -, , 204.94 6 . 984.354 shares Alliance Americas Govt Inc. Trust-Cl. A (Account #5600084624) , (ANAGX) 7 30.27 shares Evergreen U.S.Govt Money Market Fund 8 18 units Insured Municipal Bonds Series 58, First Trust (CUSIP 33733X250) 9 Accrued Interest on No.8 10 9427.273 shares AXP High Yield Tax-Exempt Fd, Cl. A (INHYX) II 100 shares Ford Motor Co., Pfd. B (CUSIP 345370407) 12 Accrued dividend to No. II 13 120 shares Keweenaw Fin'l Corp. (CUSIP 493022107) 14 Accrued dividend to No. 13 I - - 1_ TOTAL (Also enter on line 2, Recapitulation) 7.133 27.238, 17.004 6.834 . 1.00 93.34 4.36 26.10 11 0.00 VALUE AT DATE OF DEATH 1,024.70 4.87 14,305.10 2,723.80 9,446.05 6,727.08 30.27 1,680.12 1.96 41,121.05 2,610.00 51.56 13,200.00 54.00 92,980.56 . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY J I FILE NUMB~---;-- 21 - 02 - 00501 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF CAKE, JOY E. Include the proceeds of litigation and the dale the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER ----r-- - Allfrrst Bank, CD. #80000002174183 DESCRIPTION VALUE AT DATE OF DEATH 100,198.49 2 Commerce Bank, C.D. #23533 20,059.45 3 M&TBank, C.D. #31003910446151 75,092.10 4 Members 1 st Federal Credit Union, Savings #36940-00 411.27 5 Members 1 st FCU, Investment Savings #36940-05 2,229.85 6 Members 1st FCU, CD. #36940-49 26,198.33 7 Members 1st FCU, CD. #36940-51 17,859.74 8 Members 1st FCU, C.D. #36940-52 17,752.07 9 11,826.80 Members 1st FCU, CD. #36940-53 10 Members 1st FCU, CO. #36940-55 75,115.93 11 PNC Bank, N.A., Checking #5140239323 25,256.62 12 PNC Bank, N.A., CD. #000031300194807 90,185.52 13 Peoples State Bank, C.D. #30080766 100,217.01 14 Waypoint Bank, C.D. #7100010438 77,544.72 15 Waypoint Bank, CD. #8000008654 33,404.24 16 Waypoint Bank, CD. #1855303629 40,060.30 17 Country Meadows, refund of overpayment 2,775.64 18' U.S. Treasury, 2001income tax refund 1,384.00 19 Blue CressIBlue Shield, refund of premium 167.05 20 Verizon, refund 4.96 Total of Continuation Schedule(s) <1.(.,/ TOTAL (Also enter on Line 5, Recapitulation) - 717,753.73 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued COMMONWEALTH Of" PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT 1_ ESTATE OF CAKE, JOY E. I FILE NUMBER I 21-02-00501 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM I I NUMBER 2ITIT&T, refWid-- I I 22 ' Comcast, refund DESCRIPTION 23 Clothing (nominal vallue) VALUE AT DATE OF DEATH 1.03 8.61 0.00 Page 2 of Schedule E *' i COMMONWEALTH OF PENNSYLVANI~ INHERITANCE TAX RETURN RESIDENT DECEDENT ------ ----.- SCHEDULE F JOINTLY -OWNED PROPERTY ESTATE Of CAKE, JOY E. fiLE NUMBER 21 - 02 - 00501 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 Arthur F. Cake, Jr. ADDRESS 1208 West Roger Road Tucson,}CZ 85705 740 Palm Hanunock Circle St. Augustine, FL 32095 .--------,-- ------ RELATIONSHIP TO DECEDENT --- Son-- B Wallace E. Cake Son JOINTLY OWNED PROPERTY: ITEM LETTER NUMBER FOR JOINT: TENANT DATE MADE JOINT DESGHIPTION UF PROPt:H.fV ----T- % OF DATE F DEATH Incl~de name 9ffinanclal institution and bank .acccunt number' DATE OF DEATH DECD'S VA~UE OF r slmolar Identifying number. Attach deed for JOlndy-held real VALUE OF ASSET IINTEREST DECEDENT'S INTEREST ~:~Oint Bank, checking #0090084419 -I nn 7f57.93' - 33.34%; 2,586.49 I I , ! A,B 06/07/1982 TOTAL (Also enter on line 6, Recapitulation) 2,586.49 . SCt-EDlILEH FlN3W..EXPENSES& ADIIINSTRA.11\IE COSI S I L~. COMMONWEAlTH OF PENNSYLVANIA. INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CAKE, JOY E. FILE NUMBER 21 - 02 - 00501 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: , Myers Funeral Home, Mechanicsburg, P A 2 'Putnam Cemetery, Greenwich, cr, opening grave 3 Putnam Cemetery, Greenwich, CT, inscription on monument B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 1. Social Security Number(s) I EIN Number of Personal Representative(s): 2. Street Address City State Zip Year(s) Commission paid Attomey's Fees Martson Deardorff Williams & Otto (estimate) 3. Family Exemption: (If decedenfs address is not the same as daimanfs, attach explanation) Claimant Street Address 4. City Relationship of Claimant to Decedent Probate Fees Register of Wills, Cumberland County, PA State Zip 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. I 2 Other Administrative Costs Register of Wills, Short Certificates Waypoint Bank, overdraft fees Clarke American, estate checks 3 Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 2,165.00 375.00 218.00 5,000.00 425.00 24.00 20.00 9.96 3,431.55 11,668.51 *' ScII9lUeH Fu1enIIP"".peI1s e s & M,' MdMl Cosfsc::a1lRJed COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CAKE, JOY E. I FILE NUMBER ~ 21~ 02 - 00501 4 EVP, stock valuation report 5 Register of Wills, filing fee, Inheritance Tax Return 6 Martson Deardorff Williams & Otto, postage 7 Arthur F. Cake, Jr., travel, food and lodging expenses for funeral and burial arrangements and estate administration 8 Wallace E. Cake, travel, food and lodging expenses for funeral and burial arrangements and estate administration 9 ! Reserved for miscellaneous filing fees and expenses Page 2 of Schedule H 1.55 15.00 5.00 1,160.00 2,000.00 250.00 . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PEi'I'ISYlVANIA INHERITANCE TAX REllJRN RESIDENT DECEDENT ESTATE OF CAKE, JOY E. . FILE NUMBER 21 - 02 - 00501 Include unreimbursed medical expenses. ITEM NUMBER 1 Members 1 st FCU, Visa account AMOUNT 98.87 DESCRIPTION 2 PNC Checking Acc!. #5140239323, outstanding check on date of death 5.43 3 Waypoint Bank, Checking Ace!. #0090084419, outstanding check on date of death 25.64 4 P A Dep!. of Revenue, 2002 estimated income tax payment 260.00 5 Pinnacle Health Medical Services 86.14 TOTAL (Also enter on Line 10, Recapitulation) 476.08 -1 . SCHEDULE J BENEFICIARIES COMMON'NEAl TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CAKE, JOY E. 'FILE NUMBER 21 - 02 - 00501 _J.______ NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Arthur F. Cake, Jr. 1208 West Roger Road, Tucson, AZ 85705 RELATIONSHIP TO DECEDENT N L T I AMOUNT OR SHARE OF ESTATE Son 1/2 estate residue 2 Wallace E. Cake 740 Pahn Hammock Circle, St. Augustine, FL 32095 Son 1/2 eslate residue i I , iEnter dollar amounts for distributions shown above on lines 15 through 17. as appropriate, on Rev 1500 cover sheet II. I NON-TAXABLE DISTRIBUTIONS, IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT 'BEING MADE lB. CHARITABLE AND GOVERNMENTAl DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEeT iii allflrst Allfirst Financial Center N.A. p. 0. Box 900 Millsboro. DE 19966 June 11, 2002 Phone (302) 934-2916 Fax (302) 934-2955 Martson, Deardorff, Williams & Otto Attorneys & Counsellors At Law Attn: Corrine L. Myers Ten East High Street Carlisle, P A 17013 Re: Estate of JOY E. Cake Social Security: 201-16-0836 Date of Death: May 15. 2002 Dear Ms. Myers: In response to your reqnest, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following accounts. I. Type of Acx:ount Certificate of Deposit Account Number 80000002174183 Ownership (Names of) Joy E. Cake Opening Date 06101/99 Closing Date 05/30/02 Balance on Date of Death $100,000.00 Accrued Interest $ 198.49 Total $100,198.49 This lelter does not include any accounts in which the deceased may have been listed as Power of Attorney, Custodian of Uniform Tranxfers. Representative Payee, or Trustee under a Written Agreement. For any additional information on these accounts, please contact our branch at: 5219 Simpson Ferry Road Mechanicsburg, P A 17055 Phone: (717) 255-2031 Sincereiy, '~VOtUb Natasha Waters, Associate I (302) 934-2916 SCI-/. 'E', :r~ I TIME CERTIFICATE OF DEPOSIT OATE 12 / B /99 ~IOT NEGOTIABLE - NOT SUBJECT TO C~9\'J1M~ It C E 2 0 00 0 (\\"" 0 0 ,-.f " DEPOSIT -&111\.:1':'-- __.___,J,~l S__" v', DE~~Wffl~ JOY E. Cake* * * Mm~~ 711 E. Coover Street Mechanicsburg PA 17055 _ 18 MONTH PROMO CD Tlme~of__... June 8. 2001 o PRESENT' THISCEfmACATE PROMP'Tl.Y AT MATURITY FOR PAYMENT. THtS CERTIFtCATE IS NOT AUTOMATlCALLY RENEW~ O THIS ceRTIFICATE MATURES ON THE MATURJTY DATI! STATED ABOVE. IT WILL AUTOMAnCALLY RENEW FOR SUCCESSIVE TERMS, EACH EOUAL TO THE ORIGINAL TERII. UNnL ONE OF THE FOlLOWING THINGS HApPENS: 1) 1HS CSITIFJeATE IS PERSONALLY PRESENTED FOA .....YMeNT ON A MATURfTY DATE OR wmtIN TEN DAYS AFTER ntE MATURRY DATE; 2) WE RECEIVE WRITTEN NOTICE FROM YOU BEFORE A MATURITY DATE OF YOUR INTENTION TO CASH IN nu CERnRCATE.. . POST MATURITY INTe.REST: Unlesa we tell you oIIetwise in a separate document, intereSt Will not accrue on lhis deposil: alter tinaI rnalurily. INTEREST TO FIRST lMroRITY DATE MLL ACCRUE AT THE RATE OF ., a 15 " WffH AN ANNUAL PERCENTAGE YIELD OF 5 . 50%, USING A 3 6 ~ DAYIYEAR. INTEREST W1LL BE: 0 ADDED TO PRINCIPAL. IKJ MAIlED TO THE OWNERS. o PAID TO ACCOONT NUMBER DAlE o BRANCH Notify \hiS instiMion illl'l1ed'ately of any chlll"f9l' in the above adOress. Acktitionallermll are on page ~UNT I c 1983, 1995 Bankers Systems, Inc.. 51. Cloud. MN (1-800-397-2341) Form MPCD 61Z1S5 - CREDIT --rt-€n I: 5 2 ~b"'O ~8~ <J'>~a~'i'i 23533 DO<.UIRS.' 20.000.00** see. SEe. NO. 201-16-0836 COMMERCE BANK I HARRISBURG NATIONALASSOC~TION P.O. BOX 8599 P HILL. PENNSYLVANIA. 17001-3599 of . AUTHORIZED 5IGNATUR 50-1. "E ", -L oI-t'YV"'l 2. , .---: ~M&rBank June 14,2002 RE: Estate Search The Estate of: Date of Death (D.O.D.) JOY E CAKE 5/15/2002 To Whom 11 May Concern: Identified below is the account information requested. 1. M& T Bank accounts in which the decedent's name appears: Account Type Account Number Opening Branch Account Title CD 31003910446151 OPENED 10/99 JOY E CAKE 4329 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed No Safe Deposit Box titled in the Decedent's name existed at our office. D.O.D. Accrued Interest Balances (Includes Accr. Int.) $75,092.10 $92.10 Account Description If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo,' NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY: AUthO~i~~~~ ~ DATE: V ~ I c{ - 0 '2...--- SCf-l. 'IE ", J:~ 3 Manufacturers and Traders Trust Company. 1100 Wehrle Drive. PO. Box 767, Buffalo, NY 14240.0767 MemberslSf 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 Name of Joint Owner 36940 -00 "' 03/0811984 $411.00 $.27 $411.27 None INVESTMENT 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 Name of Joint Owner 36940 -05 ,/ 10101/1985 $2.229.00 $.85 $2.229.85 None CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Cer@cate Purchased Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Maturity Date Name of Joint Owner 36940 -49'/18 MO 06101/1998 $26.151.69 $46.64 $26.198.33 11/2812002 None 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 Maturity Date Name of Joint Owner 36940 -52"'18 MO 04/0511999 $17.730.31 $21.76 $17.752.07 10/0212003 None Page 1 Sc'14. "E ")::L~ 1-}-ID e,k) 36940 -51'/18 MO 03/24/1999 $17.837.85 $21.89 $17,859.74 09/20/2003 None 36940-53';8 MO 06.16.1999 $11,796.48 $30.32 $11,826.80 06/14/2002 None Joy E. Cake Page 2 CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Cer@cate Purchased Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Maturity Date Name of Joint Owner 36940 -55v30 MO 01/0312002" $75,000.00 $115.93 $75,115.93 07/0312004 None VISA CREDIT CARD ACCOUNT: Account Number Date Account Opened Balance at Date of Death Joint Cardholder 4121449998369404 09/05/1986 $98.87 v None "Certificate opened with funds from redeemed certificate #36940-47 opened 06101/1998 and certificate $36940-54 opened 01/03/2001 and funds from 36940-05. "11;; ''i!f!!!?'CIT ""'ON ~~ A. Anders Insurance Products Supervisor June 14, 2002 Estate of: JOY E. CAKE Date of Death: 05/1512002 Social Security Number: 201-16-0836 Cfl "E." I+--ns -x-1-4. I-.{.-ID (Z/2 ) JUN-28-2002 12: 27 PNCBANK C I F DEPRRTl'ENT 412 705 0057 P.01/02 ~PNCBAN< June 28, 2002 Corrine L. Myers Ten East High Street Car)i~e, PA 17013 RE: Estate of Joy E. Cake, deceased SSN: 201-16-0836 DOD: 5/15/2002 Dear Ms. Myers: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit Account # 31300 194807 Established 07/27/2000 JOY E CAKE DaD balance: $90,000.00 + $185.52 accrued interest Checking Account Account #5140239323 Established 06/01/1981 JOY E CAKE v DOD balance: $25,256.35 + $0.27 accmed interest Safe Deposit Box #186 Established 07/22/1987 JOY E CAKE WALLACE E CAKE Located: WINDSOR PARK BRANCH 5288 SIMPSON FERRY RD. MECHANICSBURG PA 17055 717..697-3001 "5(:14. '\E " -L oJ<f\<~ 11-1'-- 6'130080766 CK NO CAKE TC 2 78 78 78 JOY E AMOUNT 100000,00 319,81 35'1,08 3'12,65 C/O LST STM DATE 02/27/02 LST STM BAL CK NO TC AMOUNT DATE 02/28 50 3/26 50 0'1/26 50 05/ BAL PG 001 100000,00 100 100000, 100000,00 THE CERTIFICATE OF OEPOSIT IS THE ONLY ACCOUNT WITH COMMUNITY BANKS FORMERLY PEOPLES STATE BA~K TOTAL DB 1016,5'1 TOTAL CR ~ 101016,5'1 CURRENT BAL 100000,00 SC/-J. "Cl', I ~ /3 .., Way~qi!lt LOOK FOR US. WEU GET YOU THERE. 06/07/2002 MOW & 0 10 E HIGH ST CARLISLE PA 17013 The information which you requested on the account(s) of JOY CAKE (Social Security Number 201-16-0836) is/are as follows: Account Number 1855303629 CERTIFICATE 02/15/97 40000.00 60.30 40060.30 / 7100010438 CERTIFICATE 07/13/01 77413.77 130.95 77544.72 " 800.1008654 CERTIFICATE 12101/94 33346.56 57.68 33404.24 v 90084419 CHECKING 06/07/82 7757.81 .12 7757.93 . Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership Was Established SOLE SOLE ITa ARTHUR CAKE 01( WALLACC (AK~ 06/07/82 Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested 5 C H. \, E ", .l-4-r-r.s Iy.-I (., Sc.H- \\F", ...L~ j~r~7 SENIOR SERVICES REP. PO. Box 1711. HARRISBURG. PENNSY\lIANIA 17105-1711 Toll Free I-B66-WAYPOINT (I-B66-929-7646) . IN YORK AREA 717/BI5-4500 . www.waypointbank.com . wills\4SOB.wil 3/JOJOO..-clm IrlJ (;::,-.., r'!J \\17 I! r> i I J: Ui {=.' \'1 \2; \.:.::1' U LAST WILL AND TESTAMENT I, JOY E. CAKE, of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and al1 former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executors and their successors shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I give, devise and bequeath all of my estate, both real and personal property, in equal shares, unto my sons, ARTHUR F. CAKE, JR. and WALLACE E. CAKE. 3. In the event my son, WALLACE E. CAKE, shall predecease or fail to survive me and shall leave issue surviving, then such deceased son's share shall be held by PAULINE E. CAKE, his surviving spouse, in trust, for the following purposes: a. I direct that my Trustee shall hold, invest and reinvest the same, collect the income arising therefrom, and after paying all expenses incident to the management of the trust, to use and apply as much of the income and principal as may be necessary in the sole discretion of my Trustee for the support, wel1-being and education of my grandson, WESLEY ENCK CAKE. b. I direct that my said grandson shall have the right of withdrawal of the principal and any accumulated income of said trust as he attains the age of twenty- five (25) years. Wfc. Page I of 4 Pages . 4. In the event either of my said sons shall fail to survive me and not leave issue surviving, then such deceased son's share shall be paid to the surviving son. 5. To the extent that the same is permitted by law, none of the beneficiaries hereunder shall have any power to dispose of or to charge by way of anticipation any interest given to such beneficiary; and all sums payable to such beneficiaries hereunder shall be free and clear of the debts, contracts, alienations and anticipations of the beneficiaries, and all liabilities for levies and attachments and proceedings of whatsoever kind, at law or in equity. 6. In the event both of my said sons shall predecease or fail to survive me by more than thirty (30) days and not leave issue surviving, then I give, devise and bequeath all of my estate, both real and personal property, unto my sister, NORMA E. RIESE, absolutely. 7. I nominate, constitute and appoint my said sons, ARTHUR F. CAKE, JR. and WALLACE E. CAKE, as Executors of my estate. In the event either shall be unable or unwilling to serve in such capacity, then the other shall serve in such capacity alone. In the event neither of my said sons are able or willing to serve as Executors of my estate, then I appoint my said sister, NORMA E. RIESE, to act in such capacity. 8. I direct that my Executors shall not be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 9. I authorize and empower my Executors and Trustee, and their successors, in their sole and absolute discretion, to purchase or otherwise acquire and retain anyinvestrnents of which I die seized Page 2 of 4 Pages ~ . or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executors and Trustee and their successors consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executors and their successors shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this 4~ day of Cl6^.L ,2000. ~k~ Joy. e (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. ~~ ~ tra~ Page 3 of 4 Pages . , COMMONWEALTH OF PENNSYL VANIA ) : SS. COUNTY OF CUMBERLAND ) ~ We, loy E. Cake, \"0 \]. V 110 JIL. ,and .J AC'QU E~N2 k))~~) the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of hislher knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Witness ~u/IJD/~ W' ess Subscribed, sworn to and acknowledged before me by Joy E. Cake, the Testatrix, and subscribed and sworn to before me by \" 0 \l. 0 ,\u iii and -Sf\CG.Ut.LIi\lc A .J)t-c Kef- ,the witnesses, this L}-\1'day of C~~ ,2000. ~.~ .. ,.k 1~ Notary Public - NOTARIAL SEAL CORRlNE l. MYERS. Notary NlIic Carlisle Bore. CumberlandCounlY Commissj~n F,p,-es.May 27. 2003 Page 4 of 4 Pages COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT OTTO IVO VICTOR III 10 E HIGH STREET CARLISLE, PA 17013 nnun fold ESTATE INFORMATION: SSN: 201-16-0836 FILE NUMBER: 2102-0501 DECEDENT NAME: CAKE JOY E DATE OF PAYMENT: 08/14/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/15/2002 NO. CD 001525 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $34,250.28 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: IVO VICTOR OTTO III ESQUIRE CHECK# 112 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $34,250.28 MARY C. LEWIS REGISTER OF WILLS COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 02-0501 02135951 08-22-2002 REV-l!iUEXAfP 109-001 .~ EST. OF JOY CAKE S.S. NO. 201-16-0836 DATE OF DEATH 05-15-2002 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS IX] CHECKING o TRUST o CERTIF . WALLACE CAKE 18 1\'1 AU DR P"A~ Ei9AST j;b ~1~4 REHIT PAYHENT AND FDRHS TD: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 7~r ,,--1iv1 lhrw,tcl<.. elf, s+-o ~U:;H"'~ tL- 31f;</5 WAVPOINT BANK has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent~ you were a joint owner/beneficiary of this account. If you feel this information is incorrect~ please obtain written correction from the financial institution~ attach a copy to this for. and return it to the above address, This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth of Pennsylvania. Questions may be answered by calling (717) 78,-8327. COMPLETE PART 1 BELOW Account No. 90084419 I( I( I( SEE Date Established REVERSE SIDE FOR 06-07-1982 FILING AND PAYMENT INSTRUCTIONS Account Balance 7,757.93 Percent Taxable X 16 . 667 Allount Subject to Tax 1,293.01 Tax Rate X ,IS Potential Tax Due 193.95 PART TAXPAYER RESPONSE illl~II1~~~~ii'i~iiii,~~.ii,'i!~~,~,i,i!~~~!iiii~lii'i~i'i,,~~,~,~~~~~'i,ii~lI1~!ii!lI1l1~~.~i',i~lI1!1~ii'i'~liiii~~~~'i',i~~~BS To insure proper credit to your account~ two (2) copies of this notice .ust acco.pany your payment to the Register of Wills. Make check payable to: "Register of Wi1ls~ Agent". NOTE: If tax payments are .ade within three (3) .onths of the decedent's date of death~ you may deduct a 57. discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) months after the date of death. [CHECK ] ONE BLOCK ONLY A. ~ The above information and tax due is correct. ~ 1. You may choose to re.it pay.ent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest. or you may check box "An and return this notice to the Register of Wills and an official assess~ent will be issued by the PA Department of Revenue. B. c=J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. c=J The above infor.ation is incorrect and/or debts and deductions were paid by you. You must complete PART 0 and/or PART @] below. PART @J DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relationship to decedent: PART @] TAX RETURN - COMPUTATION LINE I, Date Established 2. Account Balance 3. Percent Taxable 4. Allount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 4 5 6 7 8 x x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax COllputation) I $ Under penalties of perjury, I declare that the cOII~let/;*.o ihe_bes~f IIY knowledge and belief. /"'A:~ S- /~::-- lj~ -c..-C-C- TAXPAYER SIGNATURE facts I have reported above are true, correct HOME (9C'-( >, :2 j - 3.';- 3 7 WORK (901 >{>L? - C 'r 7s TELEPHONE NUMBER an~Y/~ /I, DATE - - - ft~, ""'-- - ~~-- ,VL...\k,(;' CL:_I(/ ""7L{c \_ ~ IV\ hL0V;tt'MGCI~ (,d'. "t (~\J{~t\ V\'~ L~ ~CIC( C; , M: ~t:ast ':: t : r J ' : . ' . : ::-r ') ,.'. l, J' ,e n~ 'r" -~1(" 'L..""I' < ~ .,,,... . .:."~.." . 3'4: R c, (;- ~ ~t::;. C' \'yr,,(:;c~ic~ (0 Cc-o..\'+- "'0'-\'::.'" C0..R\\SL-\~ ~A 1]013 0. ' eN WI lIS, ''J/~D \ ~y~ ~ ... ..,t"".>....,.'" t"";C"''''''''''' \...11\ ..,\\1......11,,11, ..\1...1\...1.\..11,1, \, ,1,1, ,1,1..1 /?-bS: / I \, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX IVO V OTTO II I MARTSON ETAL 10 E HIGH ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER . COUNTY ACN 09-30-2002 CAKE 05-15-2002 21 02-0501 CUMBERLAND 101 ESQ '* REV-IH7EXlF'UI-OZJ JOY E Allount Relllitted PA 17013 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 ~ RE-li=is,,-j-Eif-AFP-foFiizY-iioYlcE--oF-i:-NHERITANCE-TAX-A-PPRAISE~fEiiT:--Ai:.i-owAifcE-'i'-R----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CAKE JOY E FILE NO. 21 02-0501 ACN 101 DATE 09-30-2002 TAX RETURN WAS: I X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (IS) 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 .00 X 00 = .00 801,176.19 X 045 = 36,052.93 .00 X 12 = .00 .00 X 15 = .00 (19)= 36,052.93 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds {Schedule BJ 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets Il) (2) (3) (4) (5) (6) (7) .00 92.980.56 .00 .00 717.753.73 2.586.49 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) IlO) 11,668.51 476.08 Ill) 1l2) 1l3) 1l4) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 813,320.78 1;> .144 ~Q 801,176.19 .00 801,176.19 T4Y CREDITS: .. "J AMOUNT PAID DATE NUM8ER INTEREST/PEN PAID (-) 08-14-2002 CDOO1525 1,802.65 34,250.28 TOTAL TAX CREDIT 36,052.93 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~ I...{ , (Y ~~ REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After Jnly 1, 1992) Name of Decedent: JOY E. CAKE Date of Death: May 15,2002 File No.: 2002-00501 Social Security No.: 201-16-0836 Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state thefollowing: a. Did the personal representative file afinal account with the Court? Yes No x b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes x No Date: d. Copies of receipts, releases, joinders and approvals offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. August 11,2003 Signature: ~\l.~ v:s- Name: Ivo V. Otto ill, Esquire Addre,ss: MARTS ON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 i ! Counsel for personal representative F: \FILES\DA T AFILE\EST A TES\4508-1_srep