The URL can be used to link to this page

Home My WebLink About02-0513 PETITION FOR PROBATE and GRANT OF LETTERS Estate of W'M,e L-.. elf.5.5' e / No. ~ J-Oc;l- 6/3 also known as To: Register of W..-ills for the , Deceased. County of CiAm!,,:/.! (";'vd.. in Social Security No. (t?'J-',)"7 - Off: ~" Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the exe$.llt.<1.1 X in the last will of the above decedent, dated .,!Je,etr //., /';1'1'" and codicil(s) dated ~ /tf, .2 L'PO' , the named 199f ,- (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in i;11 b ti-.A!... Ajd h / ~ last family or principal residence at -e -f/.!.-c.-' 1~~d'''''A)/:::?/J. / (list street, number and muncipality) Decendent, the 7!J- , ~..;lC'?)~ at ~ J J Except as follows, decedent did not marry, was not di orced and did not have a child born or adopted after execution of the w'll offered for probate; was not the victim of a killing and was never adjudicated incompetent: . /1- /7/1.52" / Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ .gL!', ('()(), - $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters rc,;,1!..m,,'.,/ g/-<-7" ~~;adm[nistration c.La.; administration d.b.n.c.La.) theron. .". u h ~)fN~ J... etrclr:~ ~.~ i:f-;;' ~~~~.u1i ~j,; 7JS~ ('<I":;: ~" ~o. "~ ;0 " c 00 Vi L X~'/Iw~i<!? OATH OF PERSONAL REPRESENTATIVE COMMONWE{?:" OF P~N~SYLVANIAl ss COUNTY OFM'z'-A.'IAA.-!d'. J The petitioner(s) above.named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen. tative(s) of the above decedent petitioner(s) will well an truly administer the estate according to law. /7-6{;-9 ----- affirmed and 28th '" ,.. " " - '" ~ :B' ~o. 21-2002-513 Estate of OSCAR L. CASSEL , Deceased DECREE OF PROBATE A~D GRA~T OF LETTERS AND NOW MAY 28TH ~ 2002, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated , Codicil08-1 Q-7000 wi 11 ~PDT"",hPr 1 hTh, 19q8 described therein be admitted to probate and filed of record as the last will of OSCAR L. CASSEL TESTAMENTARY SANDRA L. SHEIBLEY and Letters are hereby granted to 9fw&.{ly'~u~ ~ RY ~:gi~MSVi FEES Probate, Letters, Etc, ","",' $ 70 - 00 Short Certificates( 3) ",""',' $ 9.00 Renunciation ,","',"",'" $ Codicial $ 10.50 x-Pages (1) ~ $ 3.00 J~P ---- ~.OO FlIed '(JAY., 2B.t.l1. 2002 , , ' , , , , , , , , , , , , , ' , , Total $97.50 ATIORNEY (Sup, CL J.D. No.) ADDRESS PHONE ~....., ~ .:._J c: ~.. - --.....\ EXECUTRIX WILL PICK UP LETTBRS ON 5/28/2002. REGISTER OF WILLS OF COUNTY OA TH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat , sign the same and that signed as a witness at the request of testat_ in h presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this '.~ day of . . 19_ (Name) (Address) '.'..; Register (Name) (Address) 21-2002-513 REGISTER OF WILLS OF (I J~{/J,e;:!.'tIi1. COUNTY OATH OF NON-SUBSCRIBING WITNESS c: S tf/JeA k (each) a subscriber hereto, (each) bein duly qualified ccording to law, depose(s) and say(s) that ,I) p AfZ.E:' familiar with the signature of 6 ('.4t<:. 1,," [? 'e. testat Of<.. of (one of the that [Ai I) subscribing witnesses to) the jJJ) ~ted herewith and believlthe signature on the ~ the handwriting of 05 CAR- J:, (!/l :l''ie'!-- to the best of 6Uf- knowledge and belief. /' Sworn to or affirmed and subscribed before 4~n X/"~C.<i.e.;'A-1 me this /. IIYame) . L/ MAY ,2.(;,:, IJrl1-v'rL: DA:,. /({:C'L4~~d.S~"''':'/, A, / /?Oc? MARY ~tJ fY!~~')!Et'4 (Na-:ne) ./ ,. . .2C'4De~[<('rL )),e, ;tjr-ci~V(e.5j,f'i7;Y (Address) /4" 1705<::/ - 11:1)'i~It'i IH\"J'% 1JS 1S fO certify dur [:1t' ;nl-()rmarion l]ere given is correctly copied from all original certitlcate of death duly tIled with me as Local H_('gisrr~]r The original ct'nilJClte will he t()rwardcd ro rhe Sl;lrl' Viral RL'cords OHlct' tlJr perm;ment tiling. WARNING: It is illegal to duplicate this copy by photostat or photograph, Np. --jTi;i";;,~~;",~ .,(.i't",'\,,'H Qf p/;;.'>,.. co _,\.~'- -,J'r1':~ !/~.../ ~ ~,/2~ !i~/ ~~~"~ li-' "c>', ,~, ~ ';2:;:; \l~l~,., .z;.. ", ;~fJ ~a'\ --- "/'~/ ~-~" ,,,-~,,, "( ~ '.--- ,_/ "",,~ "..'IlI"EN',' n\ ~~"", ,<:;-,'" \I /1,1, ~/ ./") /'~""'" ...."." t.,.t:~'..!{/,.I:.... .;~:/ ;._L--" , " .J ,,7?:., ~'_ .. ,;7 ,r ,. ,//;-"-""'-:}/ ."'t~.r,-;,--....?~_~ - - . --., --~... /.,./ "' (J Fe-" tilf thi" cenihc;\IC S2.n(l l_ocal Registrar P 8207487 MAY 21 2002 Dare J H~. 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH .. AGEILaSlB'f1noay) sr"TEF'lENUldBER s~- SOCI"LSECURIl"YNUld8ER DATEDFDEATH,Mcnll1,Dal_'IeaI) N"ME OF DECEDENT (F,,,,, M'<laI8, L....) 85 UNDeR 1 YEAR Monl"- 0&\'8 UNDER 1 DAY HQUf1I Minul_ DATEOF81RTH IMon1h,Day, ''e8n ,. .. '" Nov. 5, 1 91 .. CITY, 8ORQ, TWP OF DEATH Camp Hill BIRTHPLACE rC,I~ "nO PLACE OF OEATH(C~e<:1< oo'~ 'If''' __ .;eo, ",,,,'''','''''. on OInel "081 Sl1Il801fcr8ognCOlmlly) HOSPITAL Lower Pax to Inpal.....IO b. v Sll\>e1andnumt.e" Nursing %::'\'10 . COUNTY OF OE..UH Cumberland ... ... RACE .Am.ncanlndiao, Brack. Wh~., 8lc (Spec""-) Whi te oeCE[)fNT.S USUAL OCCUP.lJlON KIND OF 8USINESS/INDUSTRY (~I':...~~r:";;"~:':',~,~ Harrisburg Steel 11..steel worker llb. Cor DECEDENT'S lolA/LING ADOAESS (St,..... CilyfTOWf'l Slat., l'I>Cooe) WAS OECED€NT EI/ER IN US. ARMED FORCES? v..G4 NoD .., ". MAAITAlSTATUS'Ma"'ad N'_M.""",W_'d, DiVOfC$l(Sp<IC'iyl l~idowed SURVIVING SPOUSE 111,.,la,g."""""<lef>r>am., 11 Fetrow Dr. Mechanicsburg, ... FATHEA'SNAMEIFifSl,MoOd'8,las>) Pa. DECEDENT'S ACTUAL RESIDENCE ISee'OSlf<>Cl""'" onOlhe'''<l<I1 17.. SIal. Pri 17c.Or...d8c'dltOlU-..di" .. 17b.CQUO ,. _.. w.."'. ('Ilmhprl rlnn lO"",ship? 17d.1XI :h=~i=OI MOTHER'S NAME ,F"",, MIlMIIl. Ma.a"n 5<"oam8) "'- II. Le 0 INFORMANT'S NAME (Type/P'i"') 2 .Sandra L. METHOD OF DISPOSITION 8uriallXl C'.m.tion 0 Re""'.all'om SI.,. 0 OU-(Speclly Danel_D 21.. SIG'f'TU:1" 2h.UJ Compl"e~.mS23&-<:only"'l1encerl,fyiog phl'$io:l&n"nola~.iI;t,bIe""....ordlt.lhIO c.erl!/yCll....Or<lealtl 2002 'l:FT'f~ll"8' L ... INFORMANT'S MAILlNGAODRESS(SI'''''I, City n. St.I18, Zip COOe) ~6 Beaver Dr Me han. PLACE OF DISPOSITION. N.ma 01 C.m-'ary, CramalO<y OtOlh..-Plice ~,entre PE~fti~~F~rian Ch ,,, NAME AND "I'ORESS OF FACiliTY USWel.man 22c. lJCENSENUMBER LOCATION. rtylTowo.Stil..ZiIlCode ch Loysville, Pa. Sheible lIem.2..2fImuelbecomp..""bV pereonwho pronouocUONlh 22b. lit Desl ol my knowllldge. dealhoccu"lIdalthellfTl.. d81.an<l1l18C.'!a18d ( ""'I'r8...-.::lTrlle) 1 23.. \<',~~___-\..--c ....\. --..}...'---<-...........)S TIME OF OEATH OATE PRONOUNCED DEAO IMool", Day. Yea<l H e 324 Hummel Ave. 2a. '\4:-5" M 25, 27,PAffTI: Enl.'th.diHU..,inju,ie.OtCOmplicallOn....hichCllUSttdl""d..lh,aonclenI8'l"emod.Qld~ing,$""h& l>stoNyOl\&cau...on.aclllI.... d '''D .:L. ,,,. Sl:-l\- :>w L ", WAS CASE REFERRED TO MEDICAL EXAMINEAiCOAONER? ~,O OAl"ESIGNED (Monl/l,QaY.l'Bafl &CO,r8'p'lt>rya"e'l,ShockO'''''Srllailu,e ,Appro.;",al. 'inlerval~n 1'>Ml8nddallh PART II: C,l ". IMIIEDlATECAUs.E(F,nal d,wa...orcondl1"", ,-.11"",,,,_)_ Olh.'.iQllIIlc....COndilionlcoll/nbulir!glOdIt.lh,bul oolrasu~;ng..,naundlrfyiogCll...givanioPAATI $equlnloalIylielCOOdilionll ~any,~fl9loim_l. ClI....,Enl..UftDalLYIf<<] CAUSE(o.-or",,-,,y .'ha1"'~Oaled_1 rllSUlllrlg"'dNII'lllAST DUE TO(ORASACONSEQUENCE Of) WA.SANAUlOPSY - PERFORMED? , WERE AUlOPSY FINOINGS _11..A8LE PRIOR TO COMPLETION OF CAUSE OFOEMH7 MANNER Of'OEATH ~ DATE Of INjURY IMonttl,Day,Yea<l TIME Of INjURY INjURY AT WORK? DESCRI8E HON INJURY OCCURRED Nalure! Hom"'ide o o o ~CEOFINjURY Alllom8,I&rm,W"-',laC1O!'f,otlice bu,I<I<og,&IC,ISptIClt.) _. YH 0 NoD ,&.ccldeN o o P8""'ngln~a'lig.alion _0 ~~ Yes 0 ~O "'."" CQuldnolbede'e,m'ne" M. 3Oc. o 2". 2.... CERTIl'IER ,Check Qn,~ onel .CERTIFYING PHYSICIAN jp"y""-,,,,n ce'~'y.ng cau... 01 Oe~1h wne~ anOihe' ~nYSI(.,an has p,ono",..c",-, d""ln ano corn~lele<llt"'n 231 TOIhe....IOI...~l<no...I<odQe.<le.lhOC"U"...dU.10'h.C.u..(sI8ndm.n...'...I.I.." . " .PRONOUNCING ANO CERTIFYING PHYSICIAN iPh,<O;;lan ""Ill ~'o"l>ur""ny aea'n and ce'-hly'~g 10 ~"u'e 01 oe",r'j To Ih. _, 01...., ~no..I..,II.. du'hocc""... 81 lite llm.. d.u.. ~n<l pl.c...o<I due (0 l".uuse(II."" ",.nne,.. .'.led CJ [J ~ all ell') tJ L. J CODICIL 21-2002-513 INSTRUCTIONS TO MY EXECUTRIX, SANDRA SHEIBLEY WHEREAS, I Oscar Cassel, have previously executed a Will naming my daughter, Sandra Sheibley, as my Executrix; and, WHEREAS, it is my desire that my Executrix shall, at the time of my death, follow the following instructions: My Executrix shall give all of my personal possessions which are with me at 5262 Trindle Road, Mechanicsburg, PA at the time of my death to my grandson, Gregg A. Sheibley, in consideration and appreciation of his care of me at his residence. Witness: ~uSA: (;~~-dA' A/ ~\ . Oscar Cassel/" ~ , I I ) .'J. "l.n'--i!.I\.j. " , ,.-/ .', : I \/,1,._t , Date: A'1v.rf 1'1/ 200'-:> SWORN AND SUBSCRIBED BEFORE ME THIS 19TH DAY OF AUGUST, 2000. ~ .. ~#i'~ . ~!(fIJ b~ if,. --"- Notarial Seal I Jennifer S. Lindsay, Notary Public Carfisle Bora. Cumberland County My Commission Expires Nov. 29, 2003 ! Member, Pennsylvania Association ntNot::lfif!5 --- ~ J ~ \jJ o ,3 ~ ALLEN E. HENCH ATIORNEY AT LAW 224 MARKET ST. NEWPORT, PA 17074 TEL (717) 567-3139 FAX (717) 567-3130 MtLLERSTOWN OFFICE: 1 N. MARKET ST. MlllERSTOWN, PA 17062 TEL (717) 5B9-77B7 FAX (717) 589-7556 - I , ' .. LAST WILL AND TESTAMENT 21-2002-513 I, OSCAR L. CASSEL, of Saville Township, Perry County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me heretofore made. FIRST: I direct payment of the expenses of my last illness, funeral and burial costs from my residuary Estate, as an expense of my Estate, as soon after my death as conveniently may be done. All Federal, State and other death taxes payable because of my death, with respect to the property forming my gross Estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered a part of the administration of my Estate and ahall be paid from my residuary Estate without apportionment or right to reimbursement. SECOND: All the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, including my automobiles, personal effects, household goods and other tangible personal property of like nature, I give, devise and bequeath as follows: A. I give and bequeath one-fourth (1/4) thereof to TIMOTHY LEE CASSEL. In the event he fails to survive me, I give and bequeath his share to his issue per stirpes; B. I give and bequeath one-fourth (1/4) thereof to BONNIE M. GRIMWOOD. In the event she fails to survive me, I give and bequeath her share to her issue per stirpes; C. I give and bequeath one-fourth (1/4) SANDRA L. SHEIBLEY. In the event she fails to me, I give and bequeath her share to her issue stirpes; D. I give and bequeath one-fourth (1/4) thereof to LORRI A. QUIGLEY. In the event she fails to survive me, I give and bequeath her share to her issue per stirpes. thereof survive per to THIRD: In addition to all powers granted by law, I give my Executrix, the following powers, which may be exercised without leave of court: to retain and to invest in all forms of real and personal property; to compromise claims and to abandon any property which is of little or no value, if deemed appropriate to my Executrix; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property, or interest therein, and to give option for sales or leases, and to give a good deed of conveyance or bill of sale for the transfer thereof; to allocate any property received or charge incurred to principal or income or partly to each, without being obliged to apply the usual rules of Trust accounting; to distribute in cash or in kind (according to the fair market value prevailing at the time of distribution) or partly in each. ALLEN E. HENCH ATTORNEY AT LAW 224 MARKET ST. NEWPORT, PA 17074 TEL (717) 567-3139 FAX (717) 567-3130 MfLLERSTOWN OFFICE: 1 N. MARKET ST. MILLERSTOWN, PA 17062 TEL (717) 589-7787 FAX (717) 589-7556 - JL - ~ FOURTH: I nominate, constitute and appoint SANDRA L. SHEIBLEY as Executrix of my Last Will and Testament and my Estate. In the event SANDRA L. SHEIBLEY is unable or unwilling to serve, then I nominate, constitute and appoint BONNIE M. GRIMWOOD as Executrix of this my Last Will and Testament. I direct that my Executrix receive, as an expense of my estate, a fee calculated at five (5%) percent of the gross value of my probate and non-probate assets which transfer as a result of my death. FIFTH: I direct that no Executrix acting under this Will shall be required to enter bond for the faithful performance of duties, in any jurisdiction. IN WITNESS WHEREOF, I, the said OSCAR L. CASSEL, have hereunto set my .h~d and seal, to this my Last Will and Testament, this /?~ay of September,," 1998. ,( €c CV( t(;J.d-Lit (SEAL) SCAR L. CASSEL The writing contained in this and the preceding sheet was signed and sealed by the above named, OSCAR L. CASSEL, and by him published and declared as and for him the Lat Will and stament, in the presence of us, who have ereunto sub ribed our names as~tnesses at his requ st, €hi_'Tl rese e. S 1 r'?A:J:.::J 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 MICHAEL A SCHERER ESQUIRE 17 WEST SOUTH STREET CARLISLE, PA 17013 ---- fOld ESTATE INFORMATION: SSN: 195-07-0640 FILE NUMBER: 2102-0513 DECEDENT NAME: CASSEL OSCAR L DATE OF PAYMENT: 08/08/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/18/2002 NO. CD 001496 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,957.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: MIKE SCHERER ESQUIRE CHECK# 459 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $4,957.00 MARY C. LEWIS REGISTER OF WILLS g CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Oscar L. Cassel Date of Death: May 18, 2002 To the Register: I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Q;2.- 513 Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on July 8, 2002 Name Address Sandra L. Sheibley Timothy L. Cassel Bonnie M. Grimwood 206 Beaver Drive, Mechanicsburg, PA 17050 400 Stone Jug Road, Lewisberry, PA 17339 Box412, Elliottsburg, PA 17024 113 Penrod Avenue, Pataskala, OH 43062 5262 E. Trindle Rd, Mechanicsburg, PA 17050 Lorri Quigley Gregg A. Sheibley Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE Date: July 8, 2002 /I1z( Iii:/. Michael A. Scherer, Esquire O'Brien, Baric & Scherer 17 West South Street Carlisle, Pennsylvania 17013 ',.' , (717) 249-6873 Capacity: Personal Representative x Counsel for Personal Representative I II 2..1 ~ o~ - $'/3 E r - FAMILY SETTLEMENT AND FINAL RELEASE IN THE ESTATE OF OSCAR L. CASSEL KNOW ALL MEN BY THESE PRESENTS, that: WHEREAS, Oscar L. Cassel, late of Cumberland County, Pennsylvania, died testate on May 18, 2002, having first made his last Will and Testament which was duly ! executed on September 16, 1998; and, I WHEREAS, Oscar L. Cassel executed a Codicil to his will dated August 19, 2000, which directed the disposition of certain items of personal property; and, I II il WHEREAS, the said last Will and Testament of Oscar L. Cassel appointed Sandra L. Sheibley as Executrix; and, WHEREAS, Letters Testamentary on the estate of the said decedent were duly issued by Mary Lewis, Register of Wills of Cumberland County, Pennsylvania, on May 28, 2002 to the said Executrix, Sandra L. Sheibley, hereinafter called personal representative; and, WHEREAS, the personal representative has gathered the assets of the estate of I " il Ii I: 'I JI " ,I II II 'I ! II " " II II the said decedent and the assets consist strictly of personal property, and after the debts and deductions of principal, including payment of Pennsylvania Inheritance Tax in the said estate, a balance for distribution remains in the amount of $17,746.18, as set forth in the statement of the said personal representative in "Exhibit A" which is attached hereto; and, WHEREAS, the balance for distribution as shown in the said statement marked "Exhibit A" has been reduced to cash and is available for distribution in accordance with the terms of the last will and testament of the said decedent. I Ii NOW, THEREFORE, KNOW YE, that we, being all of the beneficiaries of Oscar L. Cassel, do hereby each of us, acknowledge that we have this day agreed to receive from the aforesaid personal representative, in full satisfaction and payment of all sum or sums of money, legacies, bequests, and devises as are given, devised and bequeathed to each of us respectively by Oscar L. Cassel, the sum of $4,436.54 to each of us which is due to us under his said Last Will and Testament, which amounts we will receive when each heir has executed this document, as set forth in the Proposed Distribution to Heirs, which is attached hereto as "Exhibit B". AND, each of us does hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, we each agree that no account is necessary and we do hereby agree that we do consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphans' Court Division of the Court of Common Pleas of Cumberland County. THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever I I II I discharge Sandra L. Sheibley, her heirs, executors, administrators and assigns of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the estate of the said decedent, and each of us do further hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this agreement, we and each of us do hereby covenant and Page -2- agree with each other and the aforesaid personal representative, that we will contribute pro-rata, our share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representative after the signing, sealing and delivery of this family settlement agreement and final release. IN WITNESS WHEREOF, we have hereunto set our hands and seals the day and year below written opposite our respective names. ~ /:' /;'"4/r::~EAL) . .....Tlmot . Cassel ~-_. I I I , I I II 'I 1 I ~ :1 !i Ii II II 'I ii II :1 " II STATE OF PENNSYLVANIA SS. COUNTY OF OUMDCRLft.ND VClUp'hif\ On this, the Ol\(l day of (h\.~t- , 2002, before me, a Notary Public, the undersigned officer, personally appeared Timothy L. Cassel (known to me or satisfactory proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. 17WJ~,1f&J / C No'ry Public NOTARIAL SEAL NICOLE L. EARLY. Notary Public Page -3 Harrisburg, Dauphin County, PA My Cummissicn .Expires JLiy 29, 2006 I ii I I STATE OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND On this, the 376&day of a~ ~ , /1tn. / Sandra L. Sheibley (SEAL) , 2002, before me, a Notary Public, the undersigned officer, personally appeared Sandra L. Sheibley (known to me or satisfactory proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my ha d and official seal. I I 'I II Ii Ii [I . ,. I I, II II II , Ii II I Page -4- Notarial Seal Kenneth l. Schlegel, Notary Pu lie Hampden Twp., Cumberland County My Commission Expires Apr. 4, 2005 Member. Pennsylvania AssocJation of Notaries Ii ~ 13HU1.1~ m. JJJu1'HL/.w/ (SEAL) Bonnie M. Grimwood STATE OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND On this, the 30 day of Ila 6-1L~ r ,2002, before me, a Notary Public, the undersigned officer, personally appeared Bonnie M. Grimwood (known to me or satisfactory proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. II II jj il ., Ii " I :[ 11 'I II :i '. !i i! I ,I II :1 l(i/L~- d (j2U/f!~J NotaryL ublic NOTARIAL SEAL PC-'Ll Y A. OWEN, Notary Pub:,c New Bloomfe'd. Perry Coun'l My Con~""'ssion Expires April 29 2006 Page -5- (SEAL) proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Ii 'I I: I' II Ii I' ,I " 'I II II :1 II ,I il " ii I ''''':'''!;''''~::'~>~-:. :::')~-( \ CHESTER A. SHARp, JR. -"".;; *~ NOTA^VPUBLlC, STATE OF OHIO .' I MY CO\IMISSION EXPIRES DEC. 16, 1003 "~jf Page -6- II (SEAL) STATE OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND On this, the/Oft.... day of ~. , 2002, before me, a Notary Public, the undersigned officer, personally appeared Gregg A. Sheibley (known to me or satisfactory proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. , II I' II Ii 'I II II Ii Ii II 'I NOTARIAL SEAl ROBERT J. GOLD, Notary Public Hampden Twp. Cumberland County My Commission Expires .July 10, 2003 L_._____.__._.____ ,.__,... Page -7- ," OSCAR L. CASSEL (Deceased 5/18/02) Legend: E = Estate Item NE = Non Estate Item ASSETS as of Mav 18.2002 LOCATION STATUS $ 18,768.93 Super Now Checking Bank of Landisburg E II ,221.50 CD (Pop & POD Sandi) Bank of Landisburg NE 11,221.50 CD (Pop & POD Tim) Bank of Landis burg NE 11,221.50 CD (pop & POD Bonnie) Bank of Landis burg NE 11,221.50 CD (POP & POD Lorri) Bank of Landisburg NE 11,221.50 CD (Pop #1) Bank of Landis burg E 5.564.16 CD (Pop #2) Bank of Landis burg E $ 80,440.59 23,301.66 Annuity #1 Life of Baltimore NE 22.531.54 Annuity #2 Life of Baltimore NE 126,273.79 20.92 Int. on Super Now Acct. Bank of Landisburg E $ 126,294.71 8.152.76 Burial Fund Bank of Landisburg E $ 134,447.47 TOTAL AS OF 5118/02 ADDITIONAL INCOME after 5/18/02 $ 11.63 Int. on Super Now Acct. 21.37 Int. on CD #1 5.81 Int. on CD #2 38.81 17.86 Refund 21.45 Refund 111.16 Refund 21.81 Refund 172.28 $ $ EXPENSES $ 50.84 Final Bill 122.70 Final Bill 97.50 Filing Fees 2.00 Notary Fees 2,980.00 Final Bill 437.50 Attorney's Fees to-date $ 3,690.54 8,136.40 Funeral Expenses 95.00 Engrave Memorial Stone $ 11,921.94 Bank of Landisburg E Bank of Landisburg E Bank of Landis burg E Com cast Cable E Patriot-News E Capital Blue Cross E P. P. & L. E TOTAL ASSETS Verizon A. T.&T. Cumbo County Court House Mail Boxes, etc. Manor Care Nursing Home O'Brien, Baric & Scherer Musselman Funeral Home Rice Memorial Works NET ASSETS AFTER EXPENSES Exhibit A TOTALS $ 80,440.59 $ 45,833.20 $ 20.92 $ 8152.76 $ 134.447.47 $ 38.81 $ 172.28 $ 134,658.56 $ -3,690.54 $ -8.231.40 $ 122,736.62 , ' OSCAR L. CASSEL $ 122,736.62 Net income after expenses -11 ,221.50 CD to Sandi -11,221.50 CD to Tim -11,221.50 CD to Bonnie -11.221.50 CD to Lorri $ 77850.62 -23,301.66 Annuity #1- 25% to each-Sandi, Tim, Bonnie & Lorri by Insurance Company -22.531.54 Annuity #2- 25% to each-Sandi, Tim, Bonnie & Lorri by Insurance Company $ 32,017.42 BALANCE in Estate Checking Account All 4 heirs also received $625.00 each from Life insurance policy. This was the only policy. Gregg A. Sheibley received my father's personal property as stated in his cndicil. He sent much of it to auction. He received $326.32 for those items. The items he kept. I feel are worth approximately $700.00. This makes his personal property total $1026.32. $ 134,658.56 $ 1.026.32 $ 135,684.88 S - 11.921.94 S 123,762.94 S -44.886.00 S 78,876.94 S -45.833.20 $ 33,043.74 S - 1.026.32 S 32,017.42 Total Income Value of Personal Property GROSS VALUE OF ASSETS Expenses to date NET VALUE OF ASSETS CD's disbursed Aunuity's disbursed Personal Property disbursed BALANCE IN Estate Cbecking Account $ 32,017.42 Balance in Estate Checking Account - 6,784.24 Executrix Commission - 2,500.00 Approximate remaining attorney fees 30.00 Approximate additional filing fees - 4.957.00 Estimated Pennsylvania Inheritance Tax 17,746.18 74 $ 4,436.54 BALANCE FOR DISTRIBUTION TO EACH HEIR PROPOSED DISTRIBUTION TO HEIRS 1. Timothy L. Cassel: $ 4,436.55 2. Sandra L. Sheibley $ 4,436.54 3. Bonnie M. Grimwood $ 4,436.54 4. Lorri Quigley $ 4,436.55 5. Gregg A. Sheibley Personal property TOTAL $ 17.746.18 11 il I, I: II II 'I Ii I, II [I :1 II ji II Ii Exhibit 8 ...... EX lNOl .... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 1712~1 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W o w c DECEDENT'S NAME (lAST, FIRST, AND MiDDlE INITIAl) CASSEL, Oscar L. DATE OF DEATH (MM-OI).YEAR) DATE OF BIRTH (MM-DO-YEAR) 05/18/2002 11/05/1916 (IF APPliCABLE) SURVMNG SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAl) ~ ..~!'.! MIL!.! :z:o::l uf.. ~ !RJ 1. Original Retum o 4.l.inited Estale [!] 6. Deeedent Died Testate........,," WW) o 9. Utigalion Proceeds Received o 2. Sup~emental Retum o 40. Future Interest Compromise ~"_"'12.12-12l o 7. Decedent Maintained a lMng Trust _ ...."'NIIl o 10. Spousal PoYerty CrecIt 1....,,__'..t~I..,.,-tO) OFFICIAL USE ONLY II &~ J$ FILE NUMBER ~ .!.... - ....2 2 _0..2. !.-3 _ _ COl.OITY CODE YEAA IUIlBl SOCIAl. SECURITY NUMBER 195 - 07 - 0640 THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAl. SEClJRTTY NUMBER D 3. Remainder Retum (dill rJdeal1 prb-kl 12.13-C) o 5. Fed.,.1 Estale Tax Relum Required B. Total Number of Safe Deposil80xes o 11. Election to lax under See. 9113(A) _"'0) NAME ~ .1 ~ 1:' '),' 'l,~..t ':l~ . , ' . . h, I c);l:.: _1" , ,i -,'I :1 1:'- or" ,I I;i 1'1',")" ""l:lC!lt'"p .1. "I:~- :.I~\ It_ m z 2 (/) ~ o u Scherer. Es ire COMPlETE MAILING ADDRESS 17 West South Street Carlisle, PA 17013 TELEPHONE NUMBER 1. Real Eslalo (Schedule A) (1) 0.00 2. StocI<s and Bonds (Schedule B) (2) 0.00 3. Closely Held Corporetlon, Partnership or SoIe-Proprielorshi> (3) 0.00 4. Mortgages & Notes Receivable (Schedule D) (4) 0.00 5. Cash, Bank Depo~ls & Miscellaneous Personal Properly (5) 36.74J...19 Z (Schedule E) 0 6. Jointly Owned Property (Schedule F) (6) 0.00 ~ o Sepan1te Brning Requesled :::) 7. Inler.'IIvos Transfers & Miscellaneous Non-Probale Properly (7) 98.871.96 I- (Schedule G Of l) ii: (8) -< 8. Total Gross Assets (Iotallines 1-7) 0 9. Fune<al Expenses & Administralive Cosls (Schedule H) (9) 19,850.37 W Ill:: (10) 0.00 10. Debls of Decedenl, Mortgage ltabiities, & liens (Schedule Q 11. Totsl Deduc1lOl1s (total lines 9 & 10) (11) 12. Net Value oIEstale (line 8 minus Line 11) (12) 13. Charitable and Governmental BequestslSec 9113 Trusts for which an electioo to lax has not been (13) made (Schedule J) 14. Net Value Subjed to Tax (line 12 minus line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPlICABLE RATES Z 15. Amount of line 14laxable al the spousal lax 0 ~ rate, or transfers under See. 9116 (a)(l.2) x.O_ (15) 115.764.78 x.o 45 (16) ... 16. Amount 01 line 14laxable at tineal rate ::) Q. 17. Amount of line 14laxable at sibling rale x .12 (17) ::E 0 18. Amounloll.lne 14laxableal coIalerel rele x .15 (18) 0 ~ 19. Tax Out (19) 20.~ OFFICIAL USE ONLY 135,615.15 19,850.37 115,764.78 0.00 115,764.78 0.00 5.209.42 0.00 0.00 '1,209.47 Decedent's Complete Address: STREET ADDRESS 11 Fetr 'if Drive CITY STATE PA Mechanicsburg, Tax Payments and Credits: 1. Tax Due (Page 1 line 19) 2. CredilslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 4,957.00 257.00 Total Credits (A+ B + C) (2) 3. InteresVPenalty il applicable D. Interest E. Penalty TotallnteresVPenalty ( 0 + E ) (3) 4. II Line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Chock box on Pago 1 Une 20 to request a refund (4) 5. If Line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) A. Enler the interest on the tax due. (SA) ZIP 17055 5.209.42 5,214.00 0.00 4.58 0.00 0.00 B. Enter the total 01 line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 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 transler and: Yes a. relain the use or income 01 the property transferred;.......................................................................................... 0 b. retain the right to designate who shaD use the property transferred or its income; ............................................ 0 c. retain a reversionary interest; or.......................................................................................................................... 0 d. receive the promise lor I~e 01 either payments, benefits or care? ...................................................................... 0 2. If dealh occurred after December 12, 1982, did decedent transler property within one year 01 death without receiving adequate consideration? .............................................................................................................. 0 3. Did decedent own an 'n trust tor". or payable upon death bank account or security at his or her death? .............. Il!l 4. Did decedent own an Individual Retirement Account, annuity, or other non-probale property which contains a beneficiary designation? ........................................................................................................................ Il!l No IKl ~ I!J I&J ~ o o IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjlty, I dedare \hat I have examined INs return, including ac:companyirg scheOOIes and statements. and 10 the best 01 rt'rf knowledge and belef, it is true, correct and~. 0edIra6on preparer oltlIt Ihan Ihe personal representative is based on aI ilfofmaoon of which prepnr has any know\edge. SIGN RE OF PER ES ISLE FOR FILING RETURN - Sandra L. Sheibley. Executrix 206 Beaver Drive, Mechanicsburg, PA 17050 ER THAN REPRESENTATIVE Michael A. Scherer E ire 17 West South Street, Carlisle, PA 17013 DATE //. S. <> DATE II. r.o t- I --- M - For dates of death on or after July I, 1994 and before January I, 1995. the tax rate inposed on the net vatue oflransfers to or for tihe use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (ilJ. For dates of death on or after January I, 1995, the tax rale imposed on tihe net value of transfers to or for \he use of tihe surviving spouse is D% [72 P.S. ~9116 (a) (1.1) fall. The statute does nol exemot a lransfer to a surviving spouse from tax, and \he statutory requirements for disclosure 01 assets and filing a tax return are still applicable even ~ the surviving spouse is the only beneficiary. For dates of death on or after July I, 2000: The tax rate imposed on the net value 01 transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural paren~ an adoptive paren~ or a stepparent of \he child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value 01 transfers to orfor the use 01 the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P.S. ~9116{1.2) [72 P.S. ~9116(a)(I)]. The tax rate imposed on the net value 01 lranslers to or for \he 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 alleast one parent in common with the deceden~ whether by blood or adoption. / .t' \ SCHEDULE E CASH, BANK DEPOSITS, & MISe. PERSONAL PROPERTY Cassel, Oscar L. File Number 21-02-0513 Estate of 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. Il<m Value at Date Number Description of Death 1. Super Now checking, Bank of Landis burg, account number 3691217 $18,768.93 2. Refund, Com cast Cable $17.86 3. Refund, Patriot News $21.45 4. Refund, Capital Blue Cross $111.16 5. Refund, PP&L Utilities $21.81 6. Personal property $1,026.32 7. Certificate of deposit, Bank of Landisburg, CD no. 700010173 $11,211.50 8. Certificate of deposit, Bank of Landisburg, CD no. 700010178 $5,564.16 TOTAL (also enter on line 5, Recapitulation) $36,743.19 ,j '0 SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON~ROBATEPROPERTY Estate of File Number Cassell, Oscar L. 21-02-0513 This schedule must be com Icted IllId filed if the answer to of uestions 1 throu h 4 on the reverse side of the REF-I 500 COVER SHEET is es. DESCRIPTION OF PROPERTY DATE OF -JoOF ITEM ladude Dame or tbe transferee. their relationship to decedent, date or DEATH DECO'S EXCLUSION TAXABLE NUMBER transfer. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF INTEREST (if applicable) VALUE ASSET 1. Certificates of Deposit, Bank of Landisburg CD no. 700010174, transferred to Sandra $11,221.50 100% $11,221.50 Sheibley, daughter, payable upon death. CD no. 700010175, transferred to Timothy L. $11,221.50 100% $11,221.50 Cassel, son, payable upon death CD no. 700010176, transferred to Bonnie $11,221.50 100% $ II ,221.50 Grimwood, daughter, payable upon death. CD no. 700010177, transferred to Lorri Quigley, $ II ,221.50 100% $11,221.50 granddaughter, payable upon death. CD no. 700005619, Irrevocable Burial Trust, $8,152.76 100% $8,152.76 payable upon death to Musselman Funeral Home, Inc. 2. Annuities, Baltimore Life Companies Policy ID: 01052022055 $23,301.66 100% $23,301.66 Policy ID: 01052023402 $22,53 I .54 100% $22,531.54 TOTAL (Also enter on line 7, Recapitulation) $98,871.96 ,li '... SCHEDULE J BENEFICIARIES EsmW of File Number Cassel, Oscar L. 21-02-0513 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) 1. Timothy L. Cassel Son 1/4 Residuary 400 Stone Jug Road Lewisberry, PA 17339 2. Sandra L. Sheibley Daughter 1/4 Residuary 206 Beaver Drive Mechanicsburg, PA 17050 3. Bonnie M. Grimwood Daughter 1/4 Residuary Box 412 Elliottsburg, PA 17024 4. Lorri Quigley Granddaughter 1/4 Residuary 113 Penrod Avenue Pataskala, OH 43062 5. Gregg Sheibley Grandson Personal 5262 East Trindle Road Property Mechanicsburg, PA 17050 ENTER DoLLAR AMOUNTS FOR DISTRIBUTIONS SHOVvN ABOVE ON ltNES 15 THROUGH 17, As ApPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS A. Spousal distributions under Section 9113 for which an election to tax is not being made. 1. B. Charitable and Governmental Distributions 1. TOTAL OF PART 11- Enter Total Non-Taxable Distributions on Line 13 of REV 1500 Cover Sheet SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Estate of File Number Cassel, Oscar L. 21-02-0513 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Musselman Funeral Home $8,136.40 2. Rice Memorial Works $95.00 3. B. 1. ADMINISTRATIVE COSTS: Personal Representative Commissions $6,784.24 Sandra L. Sheibley 206 Beaver Drive Mechanicsburg, PA 17055 SSN: 204-30-5188 Year(s) Commission Paid: 2002 2. Attorney Fees $1,437.50 3. Family Exemption - NONE 4. Probate Fees $243.69 5. Accountant's Fees - NONE 6. Tax Return Preparer's Fees 7. Verizon $50.84 8. AT&T $122.70 9. ManorCare Nursing Home $2,980.00 TOTAL (Also enter on line 9, Recapitulation) $19,850.37 The 8an~of Landisburs ESTABLISHED 1903 P,O, BOX 179 . LANDISBURG, PA 17040 July 15,2002 O'Brien, Baric & Scherer 17 West South Street Carlisle, Pa. 17013 Re: Estate of Oscar L. Cassel Dear Sir: The information you requested on Estate of Oscar L. Cassel is as follows: Certificate of Deposit Account No. 700010175, opened 9/l8/00,sole owener and payable on death to Timothy L. ) Cassel, balance as of date of death-$11,22l.50, accrued interest paid to 5/18/02, and included in balance, rate of interest-6.95%. Super Now Checking Account No. 3691217, changed to Regular account on May 28-02. Original account opened on 9/11/98, sole owner, accrued into to date of death-$19.39, balance as of date of death-$18,768.93, interest rate-2.l0%. Questions, please call 717-582-8511. c;:;~&~ Joan Smoker, Customer Service CtJ~ LANDIS8URG - 717-789-3213 . BLAIN - 536-3118 . SHERMANS DALE - 582-8511 -';\1. , ~ 1 :) () 11() I'f) 0 r-- .-i 0r- a 0 N a "" 0 .d C) 0 '" I OJ or- N a 0 <=: I '" 0 C) to r-- r-- .,., a C) .-i g 06 '" .., IZ . '" C) S "'6 "'''' r-- 1IJ ",. '" ~ .-i~ ci ... uJ ::; 6 .. \( a: Z z 6 w uJ Z ~ a: .... ~ \( w Z 0 0 :< .. 0 w 0 0 ~ '" I!! 0 r-- .-i 'Cl<l <1l P- o. ~ 1IJ ~ . '." l"'" J;J ~~ 00 '.c" 0. III ll'...... ,.. "6 . A ;:l ,.. "1 C ill cd )~ \( ~ .siP'~ c 0 ~ /: ".. - u.. OJ <=: {, OJ - o Ol <1l ~. it , .]> ..rt . fz< .d ,_. :> c '" .c 4..:': ~ a , ., () ~ OJ C ~M ~ '" '"<: .- o "M '" ::; E c E w C !j, ~ << co \6 ~ a: 0 ... 6 0 Q F .", < r. ..,t>.S \\'. oil. " .,1' ('," ;,' ".O! "M '':it ),4 , ,1, , ~\" l:.\'~' 0 ':'. , - "'cD . ,', ... :\\\rf'l':', o -'lO o ;1\ ..\ll : ~\\\ :, ':\, \ (~t ., j ~: :~ : .\. fil;~ pi :~~ ,,,~j ;'t' ,'" ," "". , .1'1' ;j/- ';; i'. .,lp . ~ 'l.-1 '}'t". \; ,',. .1 i "~,I ^'.',: ~ .... M 1IJ In In oj U J ~- 'i " fit' :\. ',0:: ~ \!!. a; z. o =>> i:L w ~ 0 ~ != ::E z. ~ en w Q J: fu ~ ~ ~ o ffi ~ ~ ~ (J)'- J: 0'....... '" .J;' ;~.l' ~ "j 1 ~ ~ ~ ,15 ~ :I: ~ - .g _ (f) UJ wJ ..J'" ~~ -w tilL CJlIl w~ za; zt--; OZ zO z ,.J ... oj () (f) o w " < Z w ~, Z \ , , ., .\ -l~ ., \\ .", .;\' .~ if, " J ['- :0 ... o' . O. '~.'.O' I . t'- / " < NAME .. ". ':,A ,.,~' ",c-";J-}'. ..~~ '~7._'!':..J<;..t,l,,-"fL-- ;.:. - ;,:~<' ~.: ;i':". -~:::;::;:;"_~i :,,~' -,-...,;~...j;;.,","''''-'' ~-~ NON.NEGOTIABLE NON.TRANSFERABLE CERTIFICATE OF DEPOSIT The Bank.oF landisburg ESTA.8I..&E)l'/lJ3 P,O. BOX 179. t.AI'I)IS6URG. PA 17040 11 Fetrow Drive J ADDR~chanicsburg, Pa. 17050 l;> '.1' ~ CORESS 195-07-0640 TAX 1.0. NO. Oscar L. No. 700010173 Acct. No. DATE Sept1B, 2000 TAX to. NO. NAME HAS DEPOSITED I J SINGLE MATURITY ~ ~ ... ~u OISPOSITION OF INTEREST: ~.-_, ~ ~. 1.,' , - :...~.~-, .. t (\ I J Mail Check ~ xfK J MonthlY- -~'. -' [ ] Hold Check ~ ( J QuarferJy ::J:,.,-jo xbtXfldd on Inte'est . ....:l):3 i Substantial interest pena.lty fo arty withdrawal r ~ r, ~> ~ 'i',...,....., """ ,<':-,.- .' ,;:i- ~ :' ...!. 1 ~ :', - , .. ~ TELEPHONE NO. ,790-0210 19,868.1:lO II 6.95 55 month MATURITY DATE OOLLARS $ RATE Ap.il 18,2005 TERM l Ctedit Checking Acct. # ] C Vings Acct. # 1 Semi-annualty ] Annually ( JAtmaturity IJ!:NJ.. i'1 ZEO SIGNATURE ,- ?OOO ~O ~ ? 311" ;' . -:::"-1 - .. ., ::'000 3 ~OIllOIlI '. . '. ""~.;r- .....:.:~?:'~~...,..,,,:.~ -~~~ ~:,-.-._~-, ~~."",,,,"=:'~~~it~l~;~i~ .._.....,,~...:.- ...,.......~-;.;,.,... ,'..~~~-O-_<J"" .t>_~_ ~.:,;":~':;f~~ n7"'~.~~.,:~"i~~. ~ >>)!!(fZ~~..2 . ~ , .''''''-''....,,-~.ih...!I~ ---'''::;::;;',\.'~~\ \. NON-NEGOTIABLE NON-TRANSFERABLE TELEPHONE NO. C I DOLLARS. SBBB.S6 .5.5L.VI3 6.50 20 month No. 700010178.:::.:; ::_...:::::;;\;~ . - Oscar L. Acct. No. DATE Sept. 20-00 195-07-0640 TAX 1.0. NO.' N......e Pa. 17050 NAME TAX 1.0. NO. j .j HAS DepOSITED [ I SINGLE MATURITY DISPosrnON OF INTEREST: [ J Mail Check l ) Hold Check ~on Interest Substantia] interest penalty for early w~awal 'J ....," ~ .---,: ,.... .~. '. ~' . ;':r-;. .:- ~ .~.~ , ..' r, ..' '~__ RATE MATURITY DAT~ay 20-2002 TERM { J Semi-annually [ ] Credit Checking Acct. # [ ] Annually [ I Gred! . gs Acct. # f J,Atmaturity 55<"Qq, \JTHO s WRE ?ooo .0 I. ?8U" , . ; . .. -'-" ~ :. '. '. . \ , -. ~~_~J'I ,:.;,.:-~,....,.,. etA 0003.0"'0"" ''U''.~...;,....... ~.., ::;.,c."1'~'-";;;' ";;"'",.'::.~,<:, -r'o' .. .~"".,--, _ ~"'-.'_""~',.J._... .-_.... ...;';-.-...\',..... , ,": ,0 39\1d The Ban~of landisburs ESTABLISHED 1903 P.O. BOX 179 . cANDIS8URG. PA 17040 July 22,2002 Obrien, Baric & Scherer 17 West South Street Carlisle, Pa. 17013 Re: Eatate of 08~.r L .Casse1 Dear Madam: Concerning the additional information you requested on July 22-02, as per phone, information is as followe: Cert1ficate of Deposit Acct. No. 700010114, opened 9/18/2000, balance as of date of death $11,221.50, intereat paid 5/18/02- interest rata 6.95, Oscar Casaal sole owner-payable on death to Sandra L. Shaibley. CD Account No. 700010176, opened 9/18/00, balance a. of date of death-$11,221.50, intereat paid 5/18/02, 6.95% interest. 08~ar Cassel sole owner~POD Bonnie M. Grtmwood. CD Account No. 100010171, opened 9/18/00, balance as of date of death-$11,221.50. interest paid 5/18/02, 6.95% interest rate, Oecar Cassel sole owner-POD Lorri Quigley. Any add1t10nal questions, pleaae call Josn at 111-582-8511. ~ ~y~~ ~~:rJcuatomer S.~1ce --~ <l9~ LANDISBURG - 117-769-3213 . BLAIN - 536-3116 . SHERMANS DALE - 582-8511 30I~~C OS:9~n8SIGN\ll WUGS9L U ,E:G' G00G/EG/L0 1:~~"'N~~;;g~~~~~"i~}~' '/~I' :{' " 3t41iOI.lM~AVE. \/~/.,/:\/;~ /.~ ,/:;' /,\,; . . . .. tEMQYNE,PA 17043 . '~'<'\/;'/0/ , 2V"r:-..2. , ,\/,' ," 0/:,:/0/" /"/0/.0;9:Ar-E' :J-n/<J-{).J " / ,,'/'''(/0(/'\.'.'/...\','....,./,:/...\.'/....'>~,'.( "~I P"~ ' (:' '" '1,,'1,' ,'1,'/.\'1", ,'ISI' , , "', ,'/ /', "f\...,~: L" '/ ,;, "I"/"//""I"II";/~'" , TOTHE u~ d,' /' ,"" "(' ,....,(,'.....t'. I'} i:Ii '.Of\DEA OF ' .... " . ," I": /" _', /', I . .,. ,,/. 1\, I /~ '.;';'V",;>'.,,"" f'" , ,/, ~ ~/. I '{(,~.;.'(,> j 58417 60-8310313 .." $ / /. . 3t DOLLARS iii ~ '0/ ,'- ,- - - - - - - -,~;:;-,>~~~<S>>::>_:';;,:-~,,~>:~::~::~~~~\;;~~:~.-~~,,->>: .'" all"--o. '. /. . /...."/<,/.,/\...,./:,,,/.,/:.\, . ~ '< ,,' , u.~" . AUfirstBa:nk '_ ~'>'/,'~~./,.;_"'/,_.~\'_/':/<'.../<'/\<l-. .' ',' . /'.. . Ha. .'.,".1>\1'8 PA 17101.,'.;';':.''/;:;'/<.>;, 0'....?< j\/;</./'</<> ~ " ,." i -"', _ _ _ _ ,_ -' - /"., 1_"" -, _ -" '-.,' / ,",' /:,'..... /" ',' /J \,'_'/-___~ <j ",,:., /,~ /> '/."'/ \' r> ""'~" ~" , ,,"'/,"v.' ,';-:, ',,;,,',\",/ /,~;-. '1 ~ FOR-' '-'~'~- _ " " -"t- '.. ,', ,',' _ _ _ _ - ._,'::;-~':<\:~::~~:~_<::;-<~~::~~~::;:<:~~:/ ~,:,,' _,_~ ~=- _____..-!!:. '. . . .' n"O 5Bl,~?II'I,:0 i ~~QQ~/':I,;j~;;<>;:~~~~~~tt~~.. ~ . I .'~'.__.>"..,./" /<- ,/, /':'\/~\/" /, /, ./\...../.~"/.<.',.,' ORIGINAL 3345 .'. , ' " ACC~ ?ll.o.w.d,l-< ~A~M~ k. ~H(;tl3J..cL-f .....J1% f~-r~.,,-.R[l.J.1 NYJ T~ UJi .Mk. ~ Fun.~.~I';"" DsCA i\ J.... (} ~ ~ IE. L NameolDf1cfiBfld [kAfC.. '3 ;11 0 /" o CREDIT CARD MUSSELMAN FUNERAL HOME. INC. o OTHER !E..t.L. 5'- B - D :l rey Ir -, z ~. Q , , 0 , , , " " , , ~ AEMITTEA THE BANK OF LANDISBURG p,O, BOX 179 LANDISBUAG. PA, 17040 BRANCH OFFICES: BLAIN & SHERMANS DALE n......... I.. 1!....1, I!.n. 4D LAST BALANCE $ g t j t- - D INTEREST o =VIIENT SOB TOTAL CREDITS 'is 16;1. ,7 r.. et;Me;;,J 1140. 3SJ- NEW BALANCE $ PA /1) - No. 005228 (C(g~)f 32106 60-12121313-2 May 22. 2002 Mu..1IIaD J\u:\eral 1lIlIIe IDe. 8.152.76 ~'" .~..", ~- '1' 'Y>' ."" ~' it ' '"~.,:,,'N_',, .""':r:';;cr,:<'.,.' '._',,", .. :-, ......~..-_.-':.:-...,~.,~ '. : "':1;:-.:/" .:..;: :~. - .:' "-':~. .~(~ "'X''-,<<'.'X','., ,,,..P.. H' ,', ~;";'C" . ",", .h"." N,.~:,:~...x.:'l>:'.',':.:"':','-"':"": a~...~ ,/",. ';"".:~~~'!"'., ..","" -~. .'!P'....... CASHIER'S CHECK c.D.1700005619 11"0 ~ 2 ~o bll' 1:0 ~ ~:I ~ 2 ~ 2 ~I: 'I /// . ~1~,9l.~~~~C" 000 20 ~lIlolI' // Policy ID: 01052022055 Reported on Date OS/21/2002 Reques tor . . . RWEAVER Issue Date 08/04/1999 Termination Date Status Active NB Sts: I UW Sts C Ins Own Pyr Ben Asg Sex DOB Aqe Phone/Fax I R F 08/24/1941 60 Name/Address T SHEIBLEY, SANDRA L NO KNOWN ADDRESS XXXXX 99999 T CASSEL, OSCAR L . 11 FETROW DR, PIN ID 204305188 MD US 99999 195070640 o Y o M MECHANICSBURG UN000261823 Z CASSEL, TIMOTHY L NO KNOWN ADDRESS PA US 17050 R x o '\41 V xxxxx UN000261822 Z GRIMWOOD, BONNIE M NO KNOWN ADDRESS XXXXX UN000261821 Z QUIGLEY, LORRI NO KNOWN ADDRESS PA US 99999 R x o PA US 99999 R x o xxxxx PA US 99999 Plan Ben Sts Eft Date Sts B 1SPDACA25 BAS S 08/04/1999 A Face Amount Cash Value Sst Typ 1,000.00 23,188.93 B TERMILL95 BAS P 08/04/1999 A Face Amount . Cash Value Sst Typ .00 .00 B NURHOMCAR BAS P 08/04/1999 A Face Amount Cash Value Sst Typ .00 .00 Cov Insured Name 001 SHEIBLEY, SANDRA L Pmt Trm Dte Ben Trm Dte 08/04/2008 08/04/2008 Units 1.0000 Flat Sst Age Sk Tx Oc Re Sst 57 N Percent Sst .0000 Premium 20,020.49 008 SHEIBLEY, SANDRA L pmt Trm Dte Ben Trm Dte 08/04/2008 08/04/2008 1. 0000 57 Flat Sst Percent Sst .0000 .00 010 SHEIBLEY, SANDRA L Pmt Trm Dte Ben Trrn Dte 08/04/2008 08/04/2008 1.0000 57 Flat Sst Percent Sst .0000 .00 BILLING INFORMATION Paid-To Date : 08/04/2008 Billed-To Date 08/04/2008 Curr Bill Premo .00 Next Bill Prem .00 Special Rate Direct Recognition: Skip Month . . 0 Special Handling Billing Method: D 1 Direct Bill List Bill ID Last Paid. . : 08/04/1999 Bill Reduction: Bill Day Frequency . . : N 4 X Single Stop Bill Ind Flex Bill Ind premium/payment Available Modal Premiums: Annual: .00 Semi Ann: .00 Quarterly: .00 Monthly: .00 EFT: .00 FINANCIAL INFORMATION Total Monthly cor: Surrender Value Max Loan Amount Divan Deposit . : .00 21,728.03 .00 ,00 Total Prem Pd: N/A Total Avail Loan Balance : Term Dividend: 21,728.03 Prem Deposits: .00 Max Avail Loan: .00 .00 Prem Suspense: .00 Acc Loan Int : .00 .00 Dividend Opt 1035 Exchange Ind Producer Nonforfeiture Opt: Replacement Type : Death Benefit Opt MEC Date APL Opt 016024020 POlicy 10: 01052023402 PIN 10 Name/Address 204305188 T SHEIBLEY, SANDRA L NO KNOWN ADDRESS XXXXX 99999 195070640 T CASSEL, OSCAR L 11 FETROW DR. MECHANICSBURG UN000261822 Z GRIMWOOD, BONNIE M NO KNOWN ADDRESS MO US 99999 PA US 17050 Reported on Date OS/21/2002 Requestor . . . RWEAVER Issue Date 03/24/2000 Termination Date Status Active NB Sts: I uw Sts C Ins Own Pyr Ben Asg Sex DOB Age Phone/Fax I F 08/24/1941 60 XXXXX PA US 99999 NEW BUSIN7 U NEW BUSINESS, REP" FRANCES HOPKINS 204305188B U CASSELL, TIMOTHY L Cov Insured Name 001 SHEIBLEY, SANDRA L Pmt Trm Dte Ben Trm Dte 03/24/2010 03/24/2010 BILLING INFORMATION Paid-To Date 03/24/2000 Curr Bill Premo 2~,000.00 Special Rate ~~ Skip Month . . 0 ' Billing Method: D 1 Direct List Bill ID Plan B ISPDACA25 Face Amount 20,000.00 03/24/2000 .00 Billed-To Date Next Bill Prem Direct Recognition: Special Handling Bill Available Modal Premiums: Annual: 20,000.00 FINANCIAI INFORMATION Total Monthly COl: Surrender Value Max Loan Amount Div on Deposit . : .00 21,009.92 .00 .00 Dividend Opt 1035 Exchange Ind Producer 016024020 Semi Ann: Total Prem Pd: Total Avail Loan Balance : Term Dividend: Nonforfeiture Opt: Replacement Type : o o Y M R o x F o R M o Ben BAS Sts Eff Date S 03/24/2000 Cash Value 22,422.54 Units 20.0000 Flat Sst Re Sst Age Sk Tx oc 58 N Percent Sst .0000 Sts A Sst Typ Last Pa,id . . : 03/24/2000 Bill Reduction: Bill Day Frequency . . : Stop Bill Ind Flex Bill Ind premium/payment N 24 X single y .00 Quarterly: .00 Monthly: .00 EFT: 20,000.00 21,009.92 Prem Deposits: .00 Max Avail Loan: .00 .00 prem Suspense: .00 Acc Loan Int : Death Benefit Opt MEC Date APL Opt Premium. 20,000.00 .00 .00 .00 FUNERAL PURCHASE CONTRACT 3345 ($TAlEJIENT OF FUNERAL GOOOS ANO SERVICES SELECTED) (CMrgM are only for IbOH ..... IhM you MIKted 01' thIt .. "*WINd. tr .. 8re 'ntqulntd by II. OIby. CIIIMterJ or cr"'IlIIo1, to 11M..'........ we will expleln the renonaln writing below.) Section 13.204 oIlhe Rules and Regulation. 01 the P8lVlsylvenla State Board of Funeral Directors requites rhis contrM:t to be IVIed by the f)8raon or pemwll IrTlflglng for the luneral aeMce 80d by the funenJ dilltdor. (AI OUR SERVICE: BASIC SERVICES OF FUNERAL DIRECTOR & STAFF. .. $ EMBALMING. . . . . . . . . . . . . . . . . . . . . . . . . . , .. .. . , . . .., $ " you ..lected . fun.,..t u.t ".,. requite embalmin, auell ... fu".,./ wi". riewing. you IfI6Y "....'0 PIIJ' lor ambMmlng. You tJo not ,...,. lO1MY tor embalming you did not IpptO.,. " you ..'.aN arrangement. .uell .. I dIrect cremation Dr ImmNlI.f. bUrM/. << .... charg<<J for Mlb.'min.. .... will explain why HID",. REASON FOR EMBALMING: i w " ~ l';!i;~ O!!iZ ':d~ Ii". ' 'l!!l!! ~~~ -~~ ~5! OTHER PREPARATION OF THE BODY.".,."...,.. USE OF FACILITIES. STAFF & EQUIPMENT: FuneraICeremonY{Cond\,'I,DlhtF"-',,*,-~. _..... _.. ..,. $ Visitatlon/ViewlngCCord.ldIld.r"__Hoone).............. $ Memorial ServlcetConclllc:MdatFlIMI'afHomej ............. $ $ INS o USEOF STAFF AND EQUIPMENT: Funeral Ceremony (ConduclelS...nuIherfllClllly). ............. $ VlsltaUon/Vlewlng(CMdld.u....ootl\erle.cillly) ............ $ MemoriaIServlce(COnduI::hIdal~'-dll)') ,............. $ Graveslde Servite......,.,....",..,.,...,....,.. $ $ $ 11\ o TRANSFEROFREMAlNSTOFUNERALHOME.,....,.,.. . ( _ Miles Transported) AUTOMOTIVE eQUIPMENT: CasketCoach(Hearse)........ ..... '....... $ Funeral Sedan ,....................,..,........... $ Llrnouslne .......,........................".... $ FtowerCar.,.................... ..........,...... $ Service/Lead I Clergy Car ............... $ MISCELLANEOUS MERCHANDISE: Acknowledgment I Thank You Cards........ Visitors' Register Book ......,.............. MemorlalFolders/PrayerCards ....,. Crucifix.,................,............ . _ CASKET <;,,,-t.::JI $ $ $ $ f)"..Jfi...... $ CRMN o $-7PA FORWARDING OF REMAINS TO ANOTHER FUNERAL HOME . RECEIVING OF REMAINS FROM ANOTHER FUNERAL HOME .. OIRECT CREMATION IAs Selected) IMMEDIA.TE BURIAL {As Selected} .. $ .... , . MUSSELMAN FUNERAL HOME & CREMATION SERVICES, INC. EItIbI18hed1895 BRlANC. MUSSELMAN, Supervisor WILLlA.M G. PEGAN 324 HummefAvenue LEMOYNE,PA 17043 Phone (7m 763.7440 D 4-A<'-'t J.... c.,~ .,... C. (~,...PRINT""'I _ ~ :> - I DO 0).. . Deceased is r (OW. Relationship} of person arranging services. No. '. S -...)0 - 0.1 Aget'5" Date Full name of deceased Date of Death (BI =: A~V~b'~" .-:-r"ti.. TO: (A)~l30!.. TelephoneCallsandTelegrams ................ $- TransportatlOnCOst................ ./.. ':'\" $ CertHied Copy 01 DeathCertillcate..... (J .(;>....J.,....,.,.. $ J,t>- Oul-o'...cny and I or Slate Funeral Di~~rs Cha.rges . . . . . . .' $ N_rDae'hNotlces....,.,.. r"~.. .ft1J?:" $ "31. . liD Tenlerld Grave SelVicing CM'lle. , IJ. ~ ' . , . '""'a' $ J CD, CremationAulhorizallonFee............ .".',.'.' $ $ $ 5D- $ I SO - $ I ~O - $ /t'J0- $ 3 3DD- ~ . C?~ f ~:L__::. ~ 5l 'i!J. $ (CI OTHER ITEMS: Total (B) $ TOlOI(A) & (B) L,~_11~ ~ $ $ -1) 1)- $.2.-s'D- $ 00 5" 7'5" - TOlOI Amoun' $ Y: /10 I Total (C) $ ".0 $ ~3oo - <N $ / D 00 LEGAL. CEMETERY. CREMATORY OR OTHER REOUIREMENTS COMPELLING THE PURCHASE OF ANY ITEMS LISTED ABOVE: The under1tgned purclwlMr(l) hereby MlMt to the folfowlng: (1)~ ) cUd not ( ) euthorlU embalming of the above oemed deCeeHd. (2) VW...... ~wn. C..ket Prictl ~.... Outer Buria' ContIlner Price List before the ShOWing 0' cuJcels end CKMr tMwlel conti........ (3) 1iW. were glventoffered for nanflon . GMeraI Price LJR upon the begk'lnlng 0' . dlacuslkKI of knere' 8I1'8ngementl andtor ..lection of eerv.ee. end ....-ch8nd.... TERMS: Netdue60dayS. A charge of 1% per monlh (12% per annum) lorUNANllC1PATED LATE PAYMENTwm be charged on any amount unpaid after due date. I. or we. having read the above, accept and apPrOve same. and jointly and severally proms. to make lUll pa~ent tt1erelor. eaCh purchaSer understands that this promise to jointfy and savera>>)' make full payment means the Funeral Home hillS the rlgl'lt 10 collect the entire amount from anyone or more of the purchasers without resort to any claim against any other pufttla$8rs. ThiS right ...:d$ts regardlSlss oj whether or not one or mo of the pun:hasers have agreed among themsehres bow much eacli will contributft to make full payment. Rooeipt of a copy of this ia acknowledged. . :{ Total (A) $ $ $ $ $ $ $ $ &~ on- Street Address City State Zip Code 8.S. No. Street Address CffyandState lJpCode SignalUTe of Pu.rc:haser(S) S__, "'YSH' By WJL'57? ~ Zip Code Signature 01 PUfChaser(S) We agree to pn:wldllt ltle urvk:e & merchandselndicated al:loV6. MO$8flman Funenllloote &: Cremation Servkes. lac. .' FOR YOUR INFORMATION This copy shows 1he various ilems included in the selection which you have made. It is our wish not only to please our patrons, but to have a clear understanding with them. Our firm is a member of the Federated Funeral Directors of America, eo nallonal organization dedicated to the advancement of the profession and represenHng foremost tuneral directors throughout Ihe country. All members ot this. organization use a modern business system which enables them to davate their time and efforts entirely to professional duties and 10 operate business with greater efficiency. This plan 01 business conduct resul1s in a lower operating cost and a definile saving, which we are pleased to pass on to you. .,-.!fI". ~....... f - &. F R D -~- ., " INSCRIPTION ORDER FORM RICE MEMORIAL WORKS ORDER NO, 9-: dWiS,oe ,011 "m.. R. ."gricla MEMORIALS 135088 RD, 2. Box GA-9, West Main Street, New Bloomfield, PA 17068. m7) 582-2512 (flq milt? weSI of the souore) CEMETERY C e J1* r e... NAME OF DECEASED LETTERING REQUIRED D _ s5 u ro b{ -be... ;11-...... LOCATION OS C~ r (!{J...SSe... ( ~h k~s. v t I/~ fY1 II 1/ If) CJ-.OO,;L.. V/iJ /11 FAMILY NAME MEMORIAL (10&.. !os e... liND, NAMES ON MEMORIAL \J ,'CE:- <?-O..sc.tl.... TYPE OF MONUMENT I )/n ..... ~.J,.,;t: COLOR OF GRANITE p, l'I. K. ? LOCATION: DRAW A PRECiSE MAP OF LOCATION OF MEMORIAL ON CEMETERY (Use bac< of work order copy il necessary) ,rt.p",,/\ L.o-t- ~t.j.. I .5i-".",;~ ht\..~K- -tl\(,-_ t>""......s- Cl--'>\€.) e..-l"",vs-t- -1:-0 -C/...~ e '1 I, "1-\A..krL ~ I cF--t-, ~I WlO.>+- . '- ~ ) ! i-o ~l\L e-,.,J.. J {;,O.....,.J-J..., +/,rL -feVlC<iL. .....1' ....- .sa H.J. r4 <t,~; J-; Iff ;;"'0 0 8.ea ve r ])r-, /Viu kD..,; C" sbu ') . ,P~ I /705'0 DATE OF ORDER ---=:r::;ne.- /O..;zOo.;J." <: 1 (/. J ORDERED BY "Ie rrJ -'1lt I J, ''''t' PHONE If (_) '7 (p I - 4' '1"/.3 SIGN H I R I ~.'.". .".. ~'~~l'>;' ':.: ..... .... __._ _u Y .........~",,_....._.. $ $ q.s; IJ/J $ HCR.ManorCare Statement MANORCARE CAMP HILL 583 1700 MARKET STREET CAMP HILL, PA 17011 (717) -737-8551 SANDY SHE1&/..EY FOR OSCAR CASSEL 206 BEAVER DRIVE MECHAINCBURG, PA MEDICARE A PRIVATE ROOM 208 -A 11D5'O Please Return This Portion With Your Payment _ __ _ _ _~~S_S.!!l!-.! _Q~~~R_ ~_ __ _ _____________ _ __ H!L_ _.!'.?!! ?~~~ _ _0.?!!~[~~ __0.?n! [~~ _ _. DATE OF , SERVICE SERVICE RENDERED CHARGES CREDITS 05/02/02 10101 ~' 05/06/02 29009 05/02-05/16/02 05/17/02, -.. c>s/{)jI08- ,os/6t,JoJ. X-RAY SERVICES (, QTY 1) PHARMACY LEGEND (QTY 1- ) LEAVE CHARGE 15 DAYS AT 198.00 PVT ROOM DIFF 1 DAYS AT 10.00 ~~~~,?;;h~~":;U~~,f 76.28 121.09 2,970.00 10.00 , 74d-lJ Pil17 PAYMENT DUE UPON RECEIPT J'l8{j,Ct) 2,93~.19 AMOUNT DUE DATE $ CASH "MOUNT RECEIVED - J-..jfu ~ Lc CHECK NO, RECEIVED FROM RECEIVED FOR RECEIPT NUMBER \ 5904 HCR-ManorCare 0f2c/; RETAIN THIS RECEIPT FOR YOUR RECORDS ':! ~ .w.EN e. HENCH fTORNEV AT LAW 224 MARKET ST. :wPORT. PA 17074 El (717) 517-3131 ..x (1'7)511-3130 _ERSTOWN OFFICE: I N. MARKET ST. ERSTOWN. PA 17082 El (717) 511-7717 U (717) 588-755& LAST WILL AND TESTAMENT 21-2002-513 I, OSCAR L. CASSEL, of Saville Township, Perry County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me heretofore made. FIRST: I direct payment of the expenses of my last illness, funeral and burial costs from my residuary Estate, as an expense of my Estate, as soon after my death as conveniently may be done. All Federal, State and other death taxes payable because of my death, with respect to the property forming my gross Estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered a part of the administration of my Estate and shall be paid from my residuary Estate without apportionment or right to reimbursement. SECOND: All the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, including my automobiles, personal effects, household goods and other tangible personal property of like nature, I give, devise and bequeath as follows: A. I give and bequeath one-fourth (1/4) thereof to TIMOTHY LEE CASSEL. In the event he fails to survive me, I give and bequeath his share to his issue per stirpes; B. I give and bequeath one-fourth (1/4) thereof to BONNIE M. GRIMWOOD. In the event she fails to survive me, I give and bequeath her share to her issue per stirpes; C. I give and bequeath one-fourth (1/4) SANDRA L. SHEIBLEY. In the event she fails to me, I give and bequeath her share to her issue stirpes; D. I give and bequeath one-fourth (1/4) thereof to LORRI A. QUIGLEY. In the event she fails to survive me, I give and bequeath her share to her issue per stirpes. thereof survive per to , THIRD: In addition to all powers granted by law, I give my Executrix, the following powers, which may be exercised without leave of court: to retain and to invest in all forms of real and personal property; to compromise claims and to abandon any property which is of little or no value, if deemed appropriate to my Executrix; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property, or interest therein, and to give option for sales or leases, and to give a good deed of conveyance or bill of sale for the transfer thereof; to allocate any property received or charge incurred to principal or income or partly to each, without being obliged to apply the usual rules of Trust accounting; to distribute in cash or in kind (according to the fair market value prevailing at the time of distribution) or partly in each. AllEN E. HENCH rrOANEY AT LAW 22'- MARICEl ST. ,WPORT. PA 17014 EL. (717)587-31. /to$. (717) 567-3130 _ERSTOWN OfFICE: I N. MARICET ST. eRSTOWtli. PA 11082 EL. (717)"'7787 ,IJ({717)58I-755lIi . FOURTH: I nominate, constitute and appoint SANDRA L. SHEIBLEY as Executrix of my Last Wi11 and Testament and my Estate. In the event SANDRA L. SHEIBLEY is unab1e or unwi11ing to serve, then I nominate, constitute and appoint BONNIE M. GRIMWOOD as Executrix of this my Last Wi11 and Testament. I direct that my Executrix receive, as an expense of my estate, a fee ca1cu1ated at five (5%) percent of the gross va1ue of my probate and non-probate assets which transfer as a resu1t of my death. FIFTH: I direct that no Executrix acting under this Wi11 sha1l be required to enter bond for the faithful performance of duties, in any jurisdiction. IN WITNESS WHEREOF, I, the said OSCAR L. CASSEL, have hereunto set my h~d and seal, to this my Last Will and Testament, this jt=-day of sePtem~~8. II ~ ~AA ~ (SEAL) /~~~~~. CASSEL The writing contained in this and the preceding sheet was signed and sea1ed by the above named, OSCAR L. CASSEL, and by him published and declared as and for him the La t Will and stament, in the presence of us, who have ereunto sub ribed our names as tnesses at his requ st, n 'hi ese " ..... ...~., .... . ..~ CXlDICIL 21-2002-513 INSTRUCTIONS TO MY EXECUTRIX, SANDRA SHEIBLEY WHEREAS, I Oscar Cassel, have previously executed a Will naming my daughter, Sandra Sheibley, as my Executrix; and, WHEREAS, it is my desire that my Executrix shall, at the time of my death, follow the following instructions: 11 My Executrix shall give all of my personal possessions which are with me at 5262 Trindle Road, Mechanicsburg, PA at the time of my death to my grandson, Gregg A. Sheibley, in consideration and appreciation of his care of me at his residence. . Witness: ~U~ t1nvlj~ tfi ~ i1u/ /.: J/ ?/] ;j . (J~A' y--=.~ . Oscar Cassel Date: A", v.If / ~ I '2 000 , SWORN AND SUBSCRIBED BEFORE ME THIS 19TH DAY OF AUGUST, 2000. ~~~if~ NoIarfal Seal Jennifer s. Undsay, Notary Public CaIlIs'e BolO, CUmbe~and County My Commission Expire. Nov. 29. 2003 Ment>er. PsnnsyIvaniaAssocIatiOnOINoIane. //-66 - 9 ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 250601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MICHAEL A SCHERER ESQ OBRIEN ETAL 17 W SOUTH ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-23-2002 CASSEL 05-18-2002 21 02-0513 CUMBERLAND 101 *' REV~1541 EX AFP IDI-D2.l OSCAR L Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV:i54TEiClif"p-foFii2Y-Nci:ficE-oF-YNHEifiTA'~fcln'Ain\PPRA-iSEifENY-,--limiwAifcroR"----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CASSEL OSCAR L FILE NO. 21 02-0513 ACN 101 DATE 12-23-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed tD date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (IS) 19. Principal Tax Due TAX CREDITS. .00 X 00 = .00 115,764.78 X 045 = 5,209.42 .00 X 12 = .00 .00 X 15 = .00 (19)= 5,209.42 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. stocks and Bonds (Schedule B1 3. Clossly Held stock/Partnership Interest (Schedule CJ 4. "ortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. ~ointly Owned Property (Schedule FJ 7. Transfers (Schedule GJ 8. Total Assets (1) (2) (31 (4) (5) (6) (7) .00 .00 .00 .00 36.743.19 .00 98.871. 96 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ 10. Debts/Mortgage Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule ~J 14. Net Value of Estate Subject to Tax (9) (10) 19,850.37 .00 (1IJ (12) (13) (14) NOTE: To insure proper credit to your account) submit the upper portion of this form with your tax payment. 135,615.15 19.R~0 37 115,764.78 .00 115,764.78 . (~+T AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 1-) 08-08-2002 CDOO1496 260.47 4,957.00 12-16-2002 REFUND .00 8.05- TOTAL TAX CREDIT 5,209.42 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.) /?-hb - 9 "- BUREAU OF INOIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 1712B-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT . REY-1601EXAFI'(Ol.05l MICHAEL A SCHERER ESQ OBRIEN ETAL 17 W SOUTH ST CARLISLE PA 1701~ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-30-2002 CASSEL 05-18-2002 21 02-0513 CUMBERLAND 101 OSCAR L Allount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Ri-,,=i 6'iWix--AFP--foFo3y------...--iNifERIi:ANci--TAx-sTAYEMi-N"'nrF-AC-ciiiiiff--...---------------- - ---- ESTATE OF CASSEL OSCAR L FILE NO.21 02-0513 ACN 101 DATE 12-30-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-16-2002 PRINCIPAL TAX DUE:.. 5,209.42 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-08-2002 CDOO1496 260.47 4,957.00 12-16-2002 REFUND .00 8.05- TOTAL TAX CREDIT 5,209.42 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/15/2005 SHEIBLEY SANDRA L 206 BEAVER DRIVE MECHANICSBURG, PA 17050 RE: Estate of CASSEL OSCAR L File Number: 2002-00513 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/18/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge ~ . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: [7t,u,r L (c,~5 (I Date ofDeath: J;. I '1, . 0 L. Estate No.: 0 L - 5 I "3 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes.fiJ No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: Date: _::I" ('.',1 c. Did the personal representative state an account informally to the parties in interest? Yes n No 0 ~ . r A. f'-' r""". [, .;>l I fI-t: Mi-'~ I't') f t'~,.., ~ +- c. Copies of receipts, releases,joinders and approval offormal or informal accounts maybe filed with the Clerk of the Orphans' Court and maybe attached to this report. r;<;:' Ll.2. Signa~1, i/'- /)1,c~?o ( I /I, .J;. t, .uu Name ('>..1 Address Telephone No. Capacity: 0 Personal Representative p Counsel for personal representative 'l.l<l.O2.. cI