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Home My WebLink About02-0855 Register of Wills of Cumberland C u nty, Pennsylvania PETT ION FOR GRANT OF LETTERS Estate of MARION E. CARD No. 21-02-855 also known as , Deceased Social Security No. 038012924 BARBARA M. MCCARTHY Petitioner(s), who is/are 18 years of age or older, a p Iy(ies) for; (COMPLETE "A" OR "B" BELOW:) Gl A. Probate and Gr, n t of Letters and aver that Petitioner(s) is/are the execut RIX named in the Last Will of the Decedent, dated 10/18/84 and codicil(s) dated 8/29/95 decedent's last Will and Testament i 5 not self-oroving. The witnesses to the will are unknown to the Petitioner and furthermore live in Rhode Island am therefore are no available to aooear before the Court as a subscribing witness to the decedent's last Will and Testament State relevant circumstances, e.g., renunciation. death of executor, ate Except as follows, Decedent did not marry, +as not divorced and did not have a child born or adopted after execution of the documents offered tor probate; was not the victim of a killing a was never adjudicated incapacitated: 0 B. Grant of Letters of Administr tion (c.t.a.. d.b.n.c.t.a.: pendente lite. durante absentia; durante minarttate) Petitioner(s) after a proper sear h has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach ddltional sheets If necessary. Decedent was domiciled at death in CL MBERLAND County, Pennsylvania, with his/her last family or principal residence at 824 L1SBURN ROAD, C MP Hill, lOWER AllEN TOWNSHIP,17011 (list street, number and municipality) Decedent, then 86 years of age, ied SEPTEMBER 1 ,2002 ,at THE WOODS AT CEDAR RUN (Location) Decedent at death owned property with estim ted values as follows: (if domiciled in PAl All personal property ......................................... $ 88,000.00 (if not domiciled in PAl Personal property in Pennsylvania .................... $ (If not domiciled in PAl Personal property in County .............................. $ Value of real estate in Pe n sylvania. ..... ........... ......... .... ...... ............... ......... ,................ .._.. ...... $ Total............ .. .............-........................................................................................ $ 88,000.00 Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request( s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate fonn to the undersigned: I Signature Typed or printed name and residence I .......~ /,jJ. /~ ~ IJJ~. r'. . ,.,,{ BARBA~CCARTHY (7 2108 CEDAR RUN APT# 207 CAMP Hill, PA 17011 RW-7 f / '7- 90- Oath of Personal Representative Commonwealth of Pennsyl nia County of CUMBERLAND The Petitioner(s) above named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowle ge and belief of Petitioner(s) and that, as personal representative{s) of the Decedent, Petjtioner(s) will well and truly admin ster the estate ~rding to law. Sworn to and affirmed and subscrib d_;[J?~....4 no? -::m t""" <,..n -~ before me this 20th SEPTEMBER 2002 /~A'-U ~ Estate of DECREE OF REG 1ST R Deceased No. 21-02-855 also known as Social Security No: AND NOW, on the reverse side hereon, satisfact Date of Death: 9/1/02 SEPTEMBER 23 2002 , in consideration of the Petition proof having been presented before me, IT IS DECREED that Letters 131 Testa entary 0 of Administration (c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoritate) are hereby granted to BARBARA M. CCARTHY intheaboveestateandthaltheinstru ent(s), if any, dated October 18, 1984 and August 29, 1995 described in the Petition be admitted t probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ Short Certificate(s) ............... $ $ $ $ $ $ Inventory & Tax Forms............. $ $ Renunciation .......................... Affidavit ( )....................... ).............. Extra Pages ( Codicil ................................. JCP Fee ................................. Other ...................................... TOTAL .............................$ RW-7A 00.00 /L-d./7) //..t-.-c" I n.t", ~ur, / Register of Wllls ~Av ~/ 12.00 5.00 2.00 0.50 5.00 Attorney: DAVID W. REAGER M-< ~ , { I.D. No: 20868 Address: 2331 MARKET STREET CAMP HILL PA 17011 Telephone: 717-763-1383 DATE FILED: 244.50 CUMBERLAND COUNTY, PE NSYLVANIA 21-02-855 Estate of MARION E. CARD also known as The undersigned, J the above Decedent, hereby ren Letters TESTAMENTARY Witness HIS ? Sworn to or affirmed and subscrib d -fA nlo day ~ocJ before me this ~(>~p".,.h.~ (// ./ Notary Public My Commission Expires: (Signature and sear of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) RW-3 RENUNCIATION No. 038 01 2924 , Deceased ES H. HEILE, randson-in-Iaw (Relationship) of (Capacity) unce(s) the right to administer the estate and respectfully request(s) that be issued to BARBARA M. MCCARTHY r"- hand this day of S ~;?fp~/)fr , 2002 (Signature) (Address) (Signature) (Address) /- (Signature) (Address) Notarla' Seal Deborah E. Ericson, Notary Public City 01 Harrisburg, Dauphin County My COmmission Expire. Feb. 18.2004 Member, I'8nnsyl..nl. Association of NolarIst NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. CUMBERLAND COUNTY. PE 21-02-855 OAT OF NON-SUBSCRIBING WITNESS BARBARA M. MCCARTHY (each) a subscriber hereto, (e ch) being duly qualified according to law, depose(s) and say(s) that familiar with the signa e of MARION E. CARD , testat ~ of (one of the subscribing witnesses to) the ~ will is in the handwriting 0 ill presented herewith and that SHE TESTATRIX believes the signature on the to the best of HER SEPTEMBER 2002 knowledge and belief. <./l:u_dc?-?A fiJJJ;r'. ~~ BARBARA M. MCCARTHY (Name) 2108 CEDAR RUN APT#201 CAMP HILL (Address) PA 17011 Sworn to or affirmed and sub scribed before me this 20th ay of For the Regi er ~A-V (Name) (Address) ~ :'-J r'.1 -..; CUMBERLAND COUNTY, PEN SYLVANIA 21-02-855 OAT OF NON-SUBSCRIBING WITNESS PATRICIA HEILE (each) a subscriber hereto, (e h) being duly qualified according to law, depose(s) and say(s) that familiar with the signa e of MARION E. CARD , testat ~ of (one of the subscribing witnesses to) the ill presented herewith and that SHE believes the signature on the ~ will is in the handwriting 0 TESTATRIX to the best of HER knowledge and belief. Sworn to or affirmed and sub- /'Q-tIlI;"O f"f'\.. \t\,:, \ (). (Name) scribed before me this PATRICIA HEILE L\o~ \oJ,("u n 11~"'- m<<ro'(\\C~b\),q (Address) \ \J (Name) (Address) ':>'-j ',' ~::3 HjO).I\05 R.E\/9/86 This is to certify that the informar on here given is correctly copied ftom an original certificate of death duly filed with Local I\egistrar. The original certil, ate will be forwarded to the State Vital Recotds Office for permanent 'filing, me as WARNING: It is illegal to duplicate this copy by photostat or photograph. " p 8606 85 ~(dPh-llf7 Local Registrar Fee fOf th.is certificate, 2.00 No. J1~j,b/)~ _)da;:J. Date 21-02-855 , >l'~.lQf\.w2ltl1 C MMONWEAlTH OF PENNSYlVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH TYPE/PRt..." ~ PERM"NENl BLACll.tHK <l '<I '1:. " NAMEOf'OECECENT(h.,~l_ .. m.l4~h,N' E. #.GE\L"'~ \,ItCIU\,VPR - .... !WIFfl.,!~ SiX SOC~IlECU/WTYNU""" Female. 038- 01- OATEOf'DEAlH_,o.~-_1 292.. September 1, 2002 "'___1 ~o 8IfffttPVoCllC..and SIal. or F...-.gn CouMI'l 86'" COUNTYOF~ Hope Valley, Rho Cumberland OECEDENT'SUSUAI. ~",=:~:,,~'::,".1,::r The Woods at Cedar Run ,. \Nhite ........"""" (._.~-- Pa "" - .... rt n ......., IuD =....-:::".:.. UOTHEA'SNMELI'io"__~ ~STII;fU8."""" --- ......- {''''''''+\ t . Widowed, . ,~O ta__. lower Allen - 824 lisburn Road Rm 110 II. Camp Hill, Pa. 17011 FRHE".SN......EIFio.,_.L... ,. INF()AIoI.t.NTSHIdrIIE(T~ ... Wl'OAlrMHTSWALINOADCREISISh& Hill, Pa. 17011 -,.- ..".,.,~ """ ._- Wood River Cemetery Wyoming, RI PWlEAHDoUlClAEU ~ U er Home Inc. 37 East Main Stteet MechanicsDu ,Pa17 5 -- ..... IUJ ,2!{' 5~f -I.- -'1U<I'l- WIlSCASEl'lEFfIlAEDlO _/ ...0 Mol.!f" -e.r...lo OLClOlOAAS """"" - ..... :=--== , I>. 0I0Ir_____~.......,....,.1D......... ....-....~..........._..ioIJlN1TI. 17.I'IUl1'I:E_..._.....-or~MIIdI L..".,.,__OII.......... '1l .. ~ ~ ''t " I: DUE'JOtoAAlIA ""'''''''''' ,. OUIlOlOAASA ""'''''''''' -- ...- ...0 ...0 Suk* iii" o o (l,llJECWfflJUAV ~.~~ ""''''...." .... ......."""'.. "'''''''" ......., ..~. ~"""" -- __0 ~_bio_",.g o o .. o Pl..ACeCWlNJl,.lR\'.AI_._._.-"~ ~ldI"\I."'.'~1 _. ... 0 NoD ~ 1h11/~1 M. 3". .... It. CiIn1fIl;M(C'-"......~ .cVnlf'Y_PHYSlCl""IPll\'ll<.....C~t:aIM....... 'o..._of...r____.____......~.._< LAST WILL AND TESTAMENT OF MARION E. CARD 21-02-855 I, RION E. CARD, of the Town of North Kingstown, County of Wash in ton, in the State of Rhode Island, make this my Last will and estament, hereby revoking all other and former wills by me mad FIRS I direct my Executor, hereinafter named, to pay from my e tate my debts, funeral expenses, all proper expenses, legacy, secession or transfer taxes imposed at my decease upon my estate or in respect to any interest therein, or upon or in respect t any property which shall not come into possession of my Execut r, to the end that all devisees, legatees and beneficia ies, hereinafter named, and all donees, beneficiaries and trans erees from me during my lifetime, including joint tenants a d insurance beneficiaries, may receive their respectiv gifts and transfers without diminution by reason of any said except as the residue of my estate may thereby be reduce I give, devise and bequeath my entire estate, whether r personal or mixed, wheresoever located, of which I may die seized or possessed, or to or in which I may be or become in any way entitled or have any interest to my husband, ELISHA J. CARD, if he shall survive me, or if he shall pre- , or should he and I meet death at the same time, or ult of a common accident or disaster, under which circumst to be presumed that I survived him, then T ,......; "'[7'''''- ..:I............:.......... _......;;J t-.............~....._..L\.. _" _~ ___ shall hav died in my lifetime leaving issue at the time of my death, th n, and in that or those events, such issue shall take by repres ntation and per stirpes, and not per capita, a share or shares which his or her parent would have taken had such parent su vived me. I have intentionally omitted to provide herein for, or t make any bequest or devise to, any of my heirs-at- law, or any other person, except as herein specifically mentioned and except as herein otherwise provided, I hereby disinheri each and all persons who may lawfully be determined to be my eirs-at-Iaw. If any person, named herein, or unnamed herein, wether or not such person may be lawfully determined to be my eir-at-Iaw, shall institute proceedings in any way contestin this my Last Will and Testament, or contesting any part here f, then and in that event, and any provision herein to the co trary notwithstanding, I do give and bequeath to such person th total sum of ONE DOLLAR ($1.00) and no more. FIFT I hereby nominate and appoint my husband, ELISHA J. CARD, 0 be the Executor hereof, but in the event that he shall pre ecease me, resign, decline to serve, or for any other rea on fails or ceases to act as Executor hereunder, then I no 'nate BARBARA M. MC CARTHY, of 304 Wertz Avenue, Mechanics urg, Pennsylvania, to act as Executrix in his place and stead and I hereby request that they shall not be required to furnis surety or any bond required in connection with the administr tion of my estate. I hereby expressly authorize and empower m Executor or Executrix to sell, mortgage, pledge, lease or therwise deal with or dispose of my estate or any my tangib e personal property to such places as may be directed by said 1 SIXT: It is my wish and desire that my Executor or Road, North Kingstown, Rhode Island, to Executrix, named above, engage my attorney, DOMENIC A. MOSCA, JR. represent him/her in the probate of this my Last Will and Testament as he has intimate knowledge of my affairs and wishes. IN W TNESS WHEREOF, I have hereto set my hand and seal and have ritten my name in the margins of the two (2) preceding pages hereof this / jt4 day of (;) C (:0 /:J ~ , 1984. .m..c.,,,,,,,,,, l' ~ MARION E. CARD d, sealed, published and declared by the said MARION E. as and for her Last Will and Testament, in the presence who at her request, in her presence, and in the each other, hereunto subscribe our names as the attes ing witnesses to the same the day and year last above written. Residing in J1tP./(';'Nr'~~ , /)~ , Residing in d~~( , / Z):L. , LAST WI FIRST CODICIL 21-02-855 OF MARIOR E. CARD TO HER AND TESTAMENT DATED OCTOBER 18, 1984 I, MARIOR E. CARD, of Mechanicsburg, Pennsylvania, being of sound and disposi mind, memory and understanding, do hereby make, publish and decl re this my first Codicil to my Last will and Testament. I. Paragra h Fifth of my Last Will and Testament is hereby revoked and the f llowing is substituted in its place. A. I ppoint JAMES H. HEILE and BARBARA MCCARTHY as co-executors of my Last will and Testament. In event either one of my above-mentioned co- are unable to serve in such capacity, I my remaining co-executor to act alone. Signed, published and declared by the above-named Testatrix, MARIOR . CARD, as and for the First Codicil to her Last will and Testamen , in the sight and presence of us, who, at her [TEXT OF CODICIL CONTINUED OR REXT PAGE] 1 request, in her s'ght and presence and in the sight and presence of each other, have ereunto subscribed our names as witnesses. WITNESS: fJzM>ut. '( tL-uc \'"Y\~ e. ~'" MARION E. CARD Address 2..331 A.Jtf.U:Lf .Ax CtltlL;iJ 1,//1/ ~ 1710 'L . Address 0<,7 307/ ~.t/?~........r ~ ~... #~ ~ /7/C/ 2 COMMONWEALTH OF P COUNTY OF Ca.~ NNSYLVANIA ) SS: ) I, MARION E. CARD, THE TESTATRIX, WHOSE NAME IS SIGNED TO THE FOREGOING INSTR NT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, DO HEREBY ACKNOW DGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS THE FIRST CODICIL TO MY LAST WILL AND TESTAMENT; THAT I SIGNED IT WILLINGLY; AND T T I SIGNED IT AS MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THE IN EXPRESSED. SWORN OR AFF RMED TO ANll ACKNOWLEDGj/D BEFORE ME BY MARION E. CARD, THE TESTATR X THIS ,~1 DAY OF ~JVS~ , 1995. ''Y\ . "~ Testatrix [' ~O/L..o Notarial Seal Deborah L. Brenneman, Notary Public Camp Hill Bore, Cumberland County COMMONWEALTH OF P NNSYLVANIA) MyCommis$ion Expires June 18. 1998 / _ I ,If I : S S : Member. Pennsylvania Association of Notaries COUNTY OF lJ..A.t1{vtt u:.?L{/lC ) WE, /1,4 tJt;1.AC 'D7e rc!LR r AND /i-'E",.c /E /,4.c/,.<~ v / /2 THE WITNESSES WHO E NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, BEING DULY QUALIF ED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE AFORESAID TESTATRIX SIGN AND EXECUTE THE INSTRUMENT AS TH FIRST CODICIL TO HER LAST WILL AND TESTAMENT; THAT SHE SIGNED W LLINGLY AND THAT SHE EXECUTED IT AS HER FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE HEARING D SIGHT OF THE TESTATRIX SIGNED THE CODICIL AS WITNESSES; AND T T TO THE BEST OF OUR KNOWLEDGE THE TESTATRIX WAS AT THE TIME EIGHT EN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAI T OR UNDUE INFLUENCE. SWORN OR elf-'- DAY OF TO AND SUBSCRIBED TO BEFORE ME, THIS , 1995. /dfnU;.-J b, If tctL<- klitness 4/Lu' ~~/7 W1tness /Joht1M- ~~~. 3 N6tary Public Notarial Seal Deborah L Brenneman, Notary Public Camp Hill Bora, Cumberland County My Commission Expires June 18, 1998 Member, Pennsylvania Association of Notaries c9 CE TIFICATION OF NOTICE UNDER RULE 5.6 a Name of Decedent: M ion E. Card Date of Death: Se tem er 1 2002 Will No. 21-02-855 of 002 Admin. No. To the Register: I certifY that noti e of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or ailed to the following beneficiaries of the above-captioned estate on September 30, 2002: Name Address Barbara M. McCarth 2108 Cedar Run, Apt. 207 Camp Hill, PA 17011 Notice has now been giv n to all persons entitled thereto under Rule 5,6 (a) except N/A Date: Se tember 30 200 za~ David W. Reager, Esquire Reager & Adler, PC 2331 Market Street Camp Hill, P A 17011 (717) 763-1383 Counsel for Personal Representative -.....! P CUMBERLAND COUNTY, PEN ~SYLVANIA INVENTORY Estate of CARD, MARION E. No.21 02 0855 also known as Dale of Death 9/1/02 , Deceased Social Security No. 038012924 Personal Representative(s) of the abov, Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and al of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inven pry represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made In this i ventory are true and correct. I/We understand that false statements herein made are subject to the penalties 01 18 Pa. e.s. Section 4904 " ating to unsworn falsification to authorities. Personal Representative: Name of Attorney: DAVID W. REAGER BARBARA MCCARTHY 1.0. No.: 20869 .L3~~r_~~ Address: 2331 MARKET STRE T Daled /(/. ~ 'J. ":J- CAMP HILL PA 17011 Telephone: 717-763-13B3 Description Value Stocks & Bonds Closely-Held Corporation. Partne ship or Sole-Proprietorship .~ .' .- - ., Mortgages & Notes Receivable .. l.~; ~ Cash, Bank Deposits, & Misc. Pe sonar Properly .. ALLFIRST TRUST 84,254.12 Personal Portfolio Account # 4 50447006 ALLFIRST BANK 3,608.12 Checking account # 00576.96' 4.6 Total 87,B62.24 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate )Utside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such fi gures should not be extended into the total of the Inventory. RW-4 ~ REV-1500 EX + (&00) ~~' COMMONWEALTH OF REV 15 0 0 OFFICIAL USE ONLY PENNSYLVANIA ~ / - ~d DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER - DEPT. 280601 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1- 0 2 0 8 5 5_ COUNiY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER z CARD, MARION E. 0 3 8- 0 1- 2 9 2 4 W DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WRH THE W U 09/01/2002 05/25/1916 REGISTER OF WILLS U.I (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ QX 1.Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of deaN prior to 12-13-82) Q ~ a ~ ~ 4. Limited Estate ~ 4a. Future Interest Compromise (dare ordealh aMr t2-rz-s21 ~ 5. Federal Estate Tax Retum Required ~ off. m ®6. Decedent Died Testate (Anacn copy orwlq ~ 7. Decedent Maintained a Living Trust tAtlatn copy orrrusq ~ 8. Total Number of Safe Deposit Boxes a 9. litigation Proceeds Received ~ 10. Spousal Poverty Credit (dare ordeaM between rz•3r•9r ana ~•~-9sl ~ 11. Election to tax under Sec. 9113(A) lAnacn scn of F THIS SECTION. MUST BE?COMPLETED ACL=CORRESPONDENCE~AN D"CONFIDENTIAL TAX INFORMATION>SHOUI:D BE?DIRECTED TO: Z w NAME COMPLETE MAILING ADDRESS °z DAVID W. REAGER 2331 MARKET STREET a FIRM NAME (I(Applicable) r ~ REAGER & ADLER, P.C. p TELEPHONE NUMBER 717-763-1383 CAMP HILL PA 17011 OFFICIAL USE ONLY j 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) I 4. Mortgages & Notes Receivable (Schedule D) (4) ' 5. Cash, Bank Deposits & Miscellaneous Personal Properly (5) 87,862.24 (Schedule E) Z !, O 6. Jointly Owned Property (Schedule F) (6) Q ~ Separate Billing Requested ~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) I_ (Schedule G or L) Q 8. Total Gross Assets (total Lines 1-7) (g) 87,862.24 V ~ 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 8,404.60 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) (10) 128.02 11. Total Deductions (total Lines 9 8 10) (11) 8,532.62 12. Net Value of Estate (Line 8 minus Line 11) (12) 79,329.62 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Taz (Line 12 minus Line 13) (14) 79,329.62 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z 0 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X (15) H ~ 16. Amount of Line 14 taxable at lineal rate 79,329.62 X .045 (16) 3, 569.83 0- 17. Amount o(Line 14 taxable at sibling rate X .12 (17) V 18. Amount o(Line 14 taxable at collateral rate X .15 (18) ' 19. Tax Due (19) 3,569.83 > >' ESE SURE~TO5ANSWERALL~aQUESTIONS>ON~REVERSErSIDE'AND~RECHECK=MATH < <` Decedent's Comolete Address: STREET ADDRESS 824 L1SBURN ROAD CJTY CAMP HILL I STATE PA I liP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit 8. Prior Paymenls C. Discount (1) 3,569.83 178.49 Tolal Credits (A + B +C) (2) 178.49 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnleresVPenalty (0 + E) (3) 4. If Line 2 is greaterthan Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enler the difference. This is the TAX DUE, (5) A. Enter the interest on the tax due. (5A) B. Enter Ihe total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check to: REGISTER OF AGENT 3,391.34 3,391.34 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ..."....................................................."""........... 0 lKJ b. relain the right to designate who shalt use the property transferred or its income; ........................................ D [8J c. retain a reversionary interest; or ...................................................................................................... 0 [K] d. receive the promise for life of either payments, benefits or care? ............................................................. D [8J 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.... .......... ......... ....... ........ ........ ................................................ D ~ 3. Did decedent own an 'in Irust for' or payable upon death bank account or security at his or her dealh? ................. D [ZJ 4. Did decedenl own an Individual Retirement Acoount, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 ~ 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 penal~es of perjury, I declare that I have examined this return, inctudinq accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Oeclarallon of preparer other than the personal representative is based on a1llnlonnalion of which preparer has any knowledge. SIGNATURE OF RSON RESPONSIBLE FOR FILING RETURN DATE .. 111__;" _ {) ADDRESS PA 17011 DATE . 'l-"I-v"l.- ADDRESS 2331 Market Street Camp Hill PA 17011 !;T#Alill~lUDWi,lli1mr:1'm;:t;mltn?Uj;~irli;:L\rr0!li~02Wib};i,:(Jml\m:1f,.i\;j~S;~~~~~?;pti}~-'d*i~~~~,~~~\@';~~IlWffl1,,~flfiR;~ltL\ii~lt~~~l~iMi;"i5#~Jf~ow11"1~!fill~~~4i;1i~rr1t>.:i0~.i:;i~<.. r:;L111Q';lb;,d"1EWJlijl:.1iA'ci,iG,b8",,,,;r,;;;;,,,,,';i,;<J.;;ib, ,,,,,,., I ",..,,,,,...,. "~,-,_,~Jlli.f.ii!llk'..1d*,'W~Jili:I!Z'~~,,,h~t'j~l;lt...&!fJ!nkitk..~~:;i,'i.l,,,et\t\L,,~'ffik,,,tC;t r:.\,=,"",", j,..0'L;",_i!H!hliili#.f>(;tlillL..",\i.S~'";,,, For dates of dealh on or after Juiy 1, 1994 and before January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% 172 P.S. 39118 (a) (1.1) (i)). For dales of death on or after January 1, 1995, Ihe tax rate imposed on the net value of Iransfers to or for the use of the surviving spouse is 0% 172 P.S. 39116 (al (1.1) (ii)). The stalute does not exempt a transter to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a lax retum are slill applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: . The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parenl, an adoplive parent, or a stepparent of Ihe child is 0% 172 P.S. 39116(a)(1.2)). The tax rate imposed on the net value of transfers to or for the use of the decedenl's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 39116(1.2) 172 P.S. 39116(a)(I)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% 172 P.S. 39116(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. RfV'~".I''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF CARD MARION E FILE NUMBER 21 02 0855 Include the proceeds of litigaUon and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 84,254.12 ALLFIRST TRUST Personal Portfolio Account # 4350447006 2. ALLFIRST BANK Checking account # 00576-9644-6 3,608.12 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, Insert additionat sheets of the same size) 87,862.24 REV"~!''''''''''. COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF CARD MARION E FILE NUMBER 21 02 0855 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MYERS FUNERAL HOME, INC. 6,903.95 2. SHAWN MONUMENT, INC. 85.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City Stale Zip Year(s) Commission Paid; 2. AttomeyFees REAGER & ADLER, P.C. 1,000.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimanllo Decedent 4. Probate Fees 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. CUMBERLAND COUNTY REGISTER OF WILLS. PROBATE FEE 244.50 8. CUMBERLAND COUNTY LAW JOURNAL - LEGAL ADVERTISING 75.00 9. THE SENTINEL - LEGAL ADVERTISING 71.15 10. REGISTER OF WILLS - INHERITANCE TAX FILING FEE 25.00 TOTAL (Also enteron line 9, Recapitulation) $ 8,404.60 (if more space is needed, insert additional sheets of the same size) "".""""'.."'* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF CARD MARION E FILE NUMBER 21 02 0855 Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 128.02 1. BROCKIE PHARMACY TOTAL (Also enter on line 10. Recapitulation) $ (If more space'lS needed, insert additional sheets of the same size) 128.02 -REV.15(3 EX'(9~ COMMONWEALTH OF PENNSYLVAN(A INHERITANCE TAX RETURN RES(DENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER ....ADn ., A 0"",'( ~ ?1 n? M"" RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec, 9116 (a)(1.2)] 1. BARBARA MCCARTHY DAUGHTER 100% 2108 CEDAR RUN, APT 207 CAMP Hill, PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1, B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space IS needed, Insert additional sheets of the same size) ~ ~ 1 ~ ~ . LAST WILL AND TESTAMENT .,.., 21-02-855 OF MARION E. CARD I, MARION E. CARD, of the Town of North Kingstown, Coun ty of Washington, in the State of Rhode Island, make this my Lacot will and Testament, hereby revoking all other and former wi Us by me made. FIRST: I direct my Executor, hereinafter named, to pil~' from my estate my debts, funeral experi'ses, all proper expen,;es, I legacy, succession or transfer taxes imposed at my decease upon my estate or in respect to any interest therein, or upon Or in respect to any property which shall not come into possession of my Executor, to the end that all devisees, legatees and beneficiaries, hereinafter named, and all donees, beneficiaries and transferees from me during my lifetime, including joint tenants and insurance beneficiaries, may receive their 'respective gifts and transfers without diminution by reason of any said taxes, except as the residue of my estate may thereby be reduced. SECOND: I give, devise and bequeath my entire estate, whether real, personal or mixed, wheresoever located, of which I may die, seized or possessed, or to or in which I may be or ,become in any way entitled or have any interest to my h1!lsL.md, ELISHA J. CARD, if he shall survive me, or if he shall pr, - decease me, or should he and I meet death at the same tim", or as the result of a cornmon accident or disaster, under which circumstances, it is to be presumed that I survived him, then and in those events, I give, devise and bequeath all of my estate, whether real, personal or mixed, wheresoeVer loca\ed, of which I may die, seized or possessed, or to or in which I may be or become in any way entitled or have any interest to my daughter, BARBARA M. MC CARTHY of 304 Wertz Avenue, Mechanicsburg, Pennsylvania 17055. THIRD: In the event that my daughter, BARBARA M. Me eARTH, ~ ~ ~ J Cui I ';"'''.'.'C'~'';'.''''''''''''"''''''''''~. ,,,-- shall have died in my lifetime leaving issue at the time of my .J(.t'.... death, then, and in that or those events, such issue shall take by representation and per stirpes, and not per capita, a share .or shares which his or her parent would have taken had such parent survi~ed me. FOURTH: I have intentionally omitted to provide herein for, or to make any bequest or devise'to, any of my heirs-at- law, or to any other person, except as herein specifically mentioned; and except as herein otherWise provided, I hereby disinherit each and all persons who may lawfully be determined to be my heirs-at-law. If any person., named herein, or unnamed herein, whether or not such person may be lawfully determined to be my heir-at-law, shall institute proceedings in any way " contesting this my Last Will and Testament, or contesting any part hereof, then and in that event, and any provision-- herein to the contrary notwithstanding, I do give and bequeath to such person the total sum of ONE DOLLAR ($l. 00) and no more. FIFTH: I hereby nominate and appoint my husband, ELISHA J. CARD, to be the Executor hereof, but in the event that he shall predecease me, resign, decline to serve, or for any other reason fails or ceases to act as Executor hereunder, then I nominate BARBARA M. MC eARTHY, of 304 Wertz Avenue, Mechanicsburg, Pennsylvania, to act as Executrix in his place and stead, and I hereby request that they shall not be required to furnish surety or any bond required in connection with the administration of my estate. I hereby expressly authorize and empower my Executor or Executrix to sell, mortgage, pledge, lease or otherwise deal with or dispose of my estate or any part thereof, real and personal, without application to any court or other tribunal for authority so to do, so far as in their sole discretion such action may be deemed advantageous or desirable during the period of administration of my estate. I authorize and direct my Executor or Executrix to pay from thE residue of my estate any charges f9r shipping or transporting -2- -.,;''-'' -..------'"'---..." , , ....... -'- ~ my tangible personal property to suc~Flaces as may be directed by said legatees. SIXTH: It is my wish and desire that my Executor or Executrix, named above, engage my attorney, DOMENIC A. MOSCA, JR. of 130 Tower Hill Road, North Kingstown, Rhode Island, to represent him/her in the probate of this my Last Will and Testament as he has intimate knowledge of my affairs and wishes. IN WITNESS WHEREOF, I have hereto set my hand and seal and have written my name in the margins of the two (2) :?receding pages hereof this / fLY day of Q c t~ h ~ , 1984. ~,~""- C'. 6..,J( MARION E. CARD Signed, sealed, published and declared by the said .MARION E. CARD, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence, and in the presence of each other, hereunto subscribe our names as the attesting witnesses to the same the day and year last above written. Residing in YliP./( /r.u1'~'" /, /}~;J Residing in ~,~( , / )).Z. I \ -3- . -1 ,- FIRST CODICIL 21-02-855 OF MARION E. CARD TO HER LAST WILL AND TESTAMENT DATED OCTOBER 18, 1984 I, MARION E. CARD, of Mechanicsburg, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my first Codi.cil tc' :my Last Will and Testament. I. Paragraph Fifth of my Last Will and Testament is hereby revoked and the following is substituted in its place. A. I appoint JAMES H. HEILE and BARBARA MCCARTHY as the co-executors of my Last Will and Testament. In the event either one of my above-mentioned ,co- executors are unable to serve in such capaci~y,I , " authorize my remaining co-executor to act alone. Signed, sealed, published and declared by the above-named Testatrix, MARION E. CARD, as and for the First Codicil to her Last will and Testament, in the sight and presence of us, who, at her [TEXT OF CODICIL CONTINUED ON NEXT PAGE] 1 ."':.,~'if.';:.:';;('INJr,'iI"N:::I""'- request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. \'Y\~ e.~ MARION E. CARD WITNESS: )t8vu~u t .7;' Il ~. , .. Address 1-331 ;i/i-L.KA-f Jz. C I.. t'lL ;) '11/1/ ?4- /7 I () '- . Address "",7 3"J/ $.??~-....:r ~ ~~ //.u; .r& /7/C?/ 4/~..' ~7 ~ ,. 2 i I ' I !. i , ! k COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF Cu.-!M.W i.J aJA d ) SS: I, MARION E. CARD, THE TESTATRIX, WHOSE NAME IS SIGNED TO THE FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS THE FIRST CODICIL TO MY LAST WILL AND TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED. SWORN OR AFFIRMED TO ANE ACKNOWLEDG~D BEFORE CARD, THE TESTATRIX THIS ,;n .. DAY OF Uu-jVs.t- ME BY MARION E. , 1995. 'f'y\ , \~ Testatrix E' C- O/LdJ .~ COMMONWEALTH OF PENNSYLVANIA ) /' ,t SS: COUNTY OF U....UIM/1C u:'tLMcI ) ~ WE, ;i1tJyUca.....b.7ercILRf"" AND /VE,,-,/E /'4~/~oi//r2'r THE WITNESSES WHOSE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, BEING DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE AFORESAID TESTATRIX SIGN AND EXECUTE THE INSTRUMENT AS THE FIRST CODICIL TO HER LAST WILL AND TESTAMENT; THAT SHE SIGNED WILLINGLY AND THAT SHE EXECUTED IT AS HER FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE HEARING AND SIGHT OF THE TESTATRIX SIGNED THE CODICIL AS WITNESSES; AND THAT TO THE BEST OF OUR KNOWLEDGE THE TESTATRIX WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT lOR UNDUE INFLUENCE. Notarial Seal Deborah L. Brenneman, Notary Public Camp Hill Bora, Cumberland County My Commission Expires June 18, 1998 Member. Pennsylvania Assodalion of Notaries SWORN ORLt;IRMED Cltf"- DAY OF uSt- TO AND SUBSCRIBED TO BEFORE ME, THIS . 1995. J.1t'7u;~~.. ~ cc(C-<- 'witness 4//A-J' ~~-?~; WJ..tness lhhc1cU- ~~1<....~ 3 N6tary Public I' I Notarial Seal I Deborah L. Brenneman, Notary Public Camp Hill 80ro. Cumberland County . "}.v rnmmission Fxoirp.s June 18, 1998 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 REAGER DAVID W ESQ 2331 MARKET ST CAMP Hill, PA 17011 _u_n fold ESTATE INFORMATION: SSN: 038-01-2924 FILE NUMBER: 2102-( 855 CARD JlARION E 10/31 2002 00/00/ booO CUMBE RlAND 09/01 2002 DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: NO. CD 001793 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,391.34 I I I I I I I I TOTAL AMOUNT PAID: $3,391.34 REMARKS: CHECK# 97 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS MARY C. lEWIS REGISTER OF WillS 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=is'4j-iif-AFP-coFiizY-N Tici--DF-YNHiR-i;:ANcE-TAinrpPRAisiiiENT~--ALrDwAitcE-ciR----------------- DI ALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CARD MARION E FILE NO. 21 02-0855 ACN 101 DATE 12-16-2002 TA) RETURN WAS: I X) ACCEPTED AS FILED I) CHANGED RESERVATION CONCERNING FU URE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.te [Schedule A 2. Stocks .nd Bands ISch8d 1. B) 3. Closely Held stock/Part ershIp Interest [Schedule C) 4. Mortgages/Notes Receiv. Ie (Schedule D) S. Cesh/Bank Deposits/Mise Personal Property (Schedule E) 6. .Jointly Owned Property Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND E EMPTIONS: 9. Funeral Expenses/Ada. C sts/Misc. Expenses [Schedule H) 10. Debts/Mortgage LIabilit es/Liens [Schedule I) 11. Total DeductIons 12. Net Value of Tax Ret~rn 13. CharItable/Govern.en~.1 Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate ~ubj.ct to Tax NOTE: I~ an assessment .as issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will re~lect ~igures t~at include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Lin. 14 .t SpPusal r.t. (15) 16. Aaaunt of Line 14 tax~~e at LIneal/Class A rate (16) 17. Aaount of Lina 14 at S ~ling rat. (17) 18. A.ount of Line 14 t.x.t~e at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDIT": eM,".n. DATE 10-31-2002 \.. ~;,.t~-~IVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISE"ENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX l': DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-16-2002 CARD 09-01-2002 21 02-0855 CUMBERLAND 101 DAVID W REAGER REAGER & ADLER 2331 HARKET ST CAMP HILL AlIOunt Re.i tted , P A 1'1'011 (1) (2) (3) (4) IS) (6) (7) .00 .00 .00 .00 87.862.24 .00 .00 (9) (10) 8,404.60 128.02 1111 (12) (13) (14) *' REV-1541U 'FP (01-ln MARION E NOTE: To insure proper credit to your account, sub.It the upper portion of this fora with your tax PllYllent. 181 87,862.24 8.1;3? 6? 79,329.62 .00 79,329.62 .00 79,329.62 .00 .00 X 00 = .00 X 045 = 3,569.83 X 12 = .00 X 15 = .00 (19)= 3,569.83 NUl'lBER CD001793 '.J INTEREST/PEN PAID 1-) 178.49 3,391. 34 AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 3,569.83 .00 .00 .00 . IF PAID AFTER DATE INDICATED SEE REVERSE FOR CALCULATIDN OF ADDITIONA~ INTEREST. 1 IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A '"CREDIT" ICR), YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) PLEASE FILE THIS REGARDLESS OF T FILE a 6.12 FORM YE REPORT WITHIN TWO YEARS OF DATE OF DEATH STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, RL Y UNTIL COMPLETION. ~v 01( TATUS REPORT UNDER RULE 6.12 Name of Decedent: Mari n E. Card 2002 Will No.: 21-02-0855 Admin. No.: Pursuant to Rule 6.12 0 the Supreme Court Orphans' Court Rules, I report the following with respect to completion of e administration of the above-captioned estate: 1. State whe er administration of the estate is complete: Yes X No 2. lfthe ans er is No, state when the personal representative reasonably believes that the admi istration will be complete: 3. lfthe ans er to No.1 is yes, state the following: A. D d the personal representative file a final account with the court? Y s No X* * ersonal representative was sole beneficiary B. T e separate Orphans' Court No. (if any) for the personal representative's a count is: :C. . d the personal representative state an account informally to the parties in i terest? Yes No X D. pies of receipts, releases, joinders and approvals of formal or informal a counts may be filed with the Clerk of the Orphans' Court and may be a ached to this report. "aM David W. Reager, Esquire Reager & Adler, P.C. 2331 Market Street CampHill,PA 17011 (717) 763-1383 Counsel for Personal Representative Date: