HomeMy WebLinkAbout04-23-15 i pennsytvania 1505614137
DEPAFTMENT OF FEVENUE EX(03-14)(TP)
REV-1500 OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN �i/
Harrisburg, PA 17128-0601 RESIDENT DECEDENT � )I (J U J
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYM
[02022015 F01221959
Decedent's Last NameSuffix Decedent's First Name MI
CASSEL D [EDWARD [D
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
PHILLIPY O FREDERICK [C]
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1.Original Return O 2.Supplemental Return p 3. Remainder Return(date of death
prior to 12-13-82)
O 4.Agriculture Exemption(date of O 5. Future Interest Compromise(date of O 6. Federal Estate Tax Return Required
death on or after 7-1-2012) death after 12-12-82)
(%3 7. Decedent Died Testate O 8. Decedent Maintained a Living Trust 0 9. Total Number of Safe Deposit Boxes
(Aftach copy of will.) (Attach copy of trust.)
O 10. Litigation Proceeds Received O 11. Non-Probate Transferee Return O 12. Deferral/Election of Spousal Trusts
(Schedule F and G Assets Only)
O 13.Business Assets O 14.Spouse is Sole Beneficiary
(No trust involved)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
FREDERICK C PHILLIPY 717-439-8956
First Line of Address
11016 JENKINS GROVE
Second Line of Address
City or Post Office State ZIP Code
F NOLAC-D
PA 17025 ��
Correspondent's email address: F C P 6 4 a@ V E R I Z 0 N - N E T + rri
r c� fl M
REGISTER CIEWIL03 USE OI�1711)1711) t�,�
CJS
-��— � ., f"
REGISTER OF WILLS USE ONLY
DATE FILED MMDDYYYY r r7i W
C�,
C� _T! 1
DATE FILED-SYAMP
—1 _n
(
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505614137 1505614137
1505614237
REV-1500 EX(TP)
Decedent's Social Security Number
Decedent's Name: EDWARD D CASSEL [
RECAPITULATION
1. Real Estate(Schedule A). . .. .. .. .. ... . . . . .. .. . . .. . . . . . . . . . .. . . . .. .. . . 1.
2. Stocks and Bonds(Schedule B) . .. . . ..... .. . .. . . . . .. .. . .. . . . . .. .. .. . . . 2. •
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) .... . 3.
4. Mortgages and Notes Receivable(Schedule D) . . . . . .. . . . . . . .. . . . . . . . .. . .. 4. .
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). .. . . .. 5. 4,564.69
6. Jointly Owned Property(Schedule F) O Separate Billing Requested ... .... 6. .
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested.... . ... 7. 3231268.74
8. Total Gross Assets(total Lines 1 through 7). .. . .. ... . .. . . . .. . . . . . . . . . . .. 8. 3271833. 43
9. Funeral Expenses and Administrative Costs(Schedule H).. . . . . . . .. . . . . . .. .. 9. 41052.76
10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1).. . . . . .. . . . .. . . 10.
11. Total Deductions(total Lines 9 and 10). . .. .. . .. .. . . . . . . . . . . . . . . . . ... . .. 11. 4 ,0 5 2.7 6
12. Net Value of Estate(Line 8 minus Line 11) . .. . . . . . . .. . . . . .. . . .. . . . . . .. . . 12. 323,780.67
13. Charitable and Governmental Bequests/Sec.9113 Trusts for which
an election to tax has not been made(Schedule J) .. .. .. . . . . . . . . . .. .. . . . . . 13. .
14. Net Value Subject to Tax(Line 12 minus Line 13) .. . . . .. . . .. . . . . . . . .. .. . . 14. 3231780.67
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec.9116
(a)(1.2)X.00 3201080.67 15. 0.00
16. Amount of Line 14 taxable
at lineal rate x.045 3,700. 00 16. 166.50
17. Amount of Line 14 taxable
at sibling rate X.12 17. .
18. Amount of Line 14 taxable
at collateral rate X.15 18. •
19. TAX DUE . .. . .. . . . . .. .. . . .. .. . .. ... . .. .. . .. . . .. . . . . . . .. . . . . .. . ... . 19. 166.50
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete. Declaration of preparer other than the person responsible for filing the return is based on all information of which preparer has
any knowledge.
SIGNATURE OF PERSON RESP ONS181 0=1 RETURN DATE/'
C.
ADDRESS
1016 JENKINS GROVE, ENOLA, PA 17025
SIGNATURE OF PREPARER OTHER THAN PERSON RESPONSIBLE FOR FILING THE RETURN DATE
ADDRESS
Side 2
1505614237 1505614237
REV-1500 EX (TP) Page 3 File Number 2015-00186
Decedent's Complete Address:
DECEDENT'S NAME
EDWARD D CASSEL
STREETADDRESS
1016 JENKINS GROVE
CITY STATE ZIP
ENOLA � PA 11?025
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 166 - 50
2. Credits/Payments
A.Prior Payments
B.Discount 8 . 33
(See instructions.) Total Credits(A+B) (2) 8 . 33
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4)
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 158 • 1?
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred.......................................................................................... ❑ X❑
b. retain the right to designate who shall use the property transferred or its income .......................:.............•...... ❑
c. retain a reversionary interest.............................................................................................................................. ❑ X❑
d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ X❑
2. If death occurred after Dec. 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................................. ❑ X❑
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ X❑
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficiary designation? ........................................................................................................................ ® ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994,and before Jan.1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent or a step-parent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
REV-1508 EX+(08-12)
pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
EDWARD D CASSEL 2015-00186
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. LIBERTY MUTUAL INSURANCE - 1/9/15-2/2/15 536 . 53
2 LIBERTY MUTUAL INSURANCE-FED INC TAX W/H-1/9/15/-2/2/15 144 . 17
3 GERBER MEDICARE SUPPLEMENT - REFUND - 2/3/15-2/28/15 183 . 99
4 SAMICK GRAND PIANO - APPRAISED VALUE 3,000 . 00
5 HUTCH CABINET - APPRAISED VALUE 400 . 00
6 MAN' S 14K & DIAMOND RING - APPRAISED VALUE 300 . 00
TOTAL(Also enter on Line 5, Recapitulation) $ 4 ,564 - 69
If more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+(02-15)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EDWARD D CASSEL 2015-00186
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. VANGUARD IRA 0304-09906699192 2531850 . 51 100 2573,850 - 51
VANGUARD ROTH IRA 0027-88037135999 161879 . 02 100 113,879 - 02
VANGUARD ROTH IRA 0682-88045366158 52,539 . 21 100 52,539 - 21
TRANSFEREE - FREDERICK C PHILLIPY
RELATIONSHIP - SPOUSE
DATE OF TRANSFER - 2/25/2015
TOTAL(Also enter on Line 7, Recapitulation) $ 3231268 - 74
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+(02-15)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EDWARD D CASSEL 2015-00186
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2. Attorney Fees:
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) 3,500 - 00
Claimant FREDERICK C PHILLIPY
Street Address 1016 JENKINS GROVE
City E N O L A State P A zip 17025
Relationship of Claimant to Decedent S P O U S E
4. Probate Fees: 125 - 50
5. Accountant Fees:
6. Tax Return Preparer Fees:
7. ADVERTISE ESTATE — CUMBERLAND LAW JOURNAL 75 . 00
8 ADVERTISE ESTATE — THE PATRIOT—NEWS CO 162 . 26
9 APPRAISAL — CORDIER AUCTIONS 8 APPRAISALS 190 . 00
TOTAL(Also enter on Line 9, Recapitulation) $ 4 ,052 - 76
If more space is needed,use additional sheets of paper of the same size.
REV-1513 EX+(02-15)
pennsylvania SCHEDULE
Lam' DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
EDWARD D CASSEL 2015-00186
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).]
I. FREDERICK C PHILLIPY SPOUSE 320,080 . 67
1016 JENKINS GROVE
ENOLA, PA 17025
2 RYAN E CASSEL SON 700 . 00
39 SYCAMORE LANE
PALMYRA, PA 17078
3 ALEXANDER P CASSEL SON 3,000 . 00
39 SYCAMORE LANE
PALMYRA, PA 17078
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II— ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
CLAIM OFFICE ADDRESS
GROUP BENEFITS - CLAIMS PAYMENT REF DEPOSIT DATE
P.O. BOX 1525 Liberty
DOVER, NH 03821 71 lr l46792348 02107/15
1-800-210-0268 EXT. 38535 utuAl. BANK ROUTING # BLOCK NUMBER
INSURANCE 011900445 001261
CLAIM NUMBER
0002644510
EMPLOYEE NAME POLICY NUMBER LOCATION NAME
CASSEL,EDWARD D. GF3-830-501228-01 PROFESSIONAL BILLING MANAGER
CUSTOMER NAME ANALYST ID
PINNACLE HEALTH SYSTEM N0232984
SUBSIDIARY NAME
PROFESSIONAL BILLING OFFICE
EXPLANATION OF BENEFIT (EOB) STATEMENT
EOB DATE: 02/02/15 PAYMENT TYPE: LTD PAYEE: EMPLOYEE
PAYMENT PAYMENT GROSS ADJ. GROSS (FICA (F.I.T. (S.I.T. (OTHER NET
FROM THRU BENEFIT (OFFSETS) BENEFIT WITHHOLD.) WITHHOLD.) WITHHOLD.) DEDUCTIONS) PAYMENT
01/09/15 02/02/15 $ 2,151.93 $ 1,471.23 $ 680.70 $ .00 $ 144.17 $ .00 $ .00 $ 536.53
NET DEPOSIT: $ 536.53
OFFSET(S)-DETAIL OTHER DEDUCTION(S)-DETAIL
PERIOD PERIOD PERIOD PERIOD
DESCRIPTION FROM THRU AMOUNT DESCRIPTION FROM THRU AMOUNT
SS - DISABILITY 01/09/15 01/31/15 $ 1,471.23
'OTAL OFFSET(S) $ 1,471.23
TAX REPORTING INFORMATION
FOR THIS PAYMENT ONLY
THIS PAYMENT THIS PAYMENT
ADJUSTED GROSS BENEFIT: $ 680.70 OASDI WITHHOLDING: $ .00 EMPLOYEE STATE: PA
BENEFIT TAX /.: ' 67.00 MEDICARE WITHHOLDING: $ .00
FEDERAL WITHHOLDING: $ 144.17
OASDI TAXABLE WAGES: $ .00 STATE WITHHOLDING: $ .00
MEDICARE TAXABLE WAGES: $ .00
FEDERAL TAXABLE WAGES: $ 456.07 OTHER DEDUCTIONS: $ .00
FEDERAL (EXCLUDABLE) TAXABLE WAGES: $ 224.63
STATE TAXABLE WAGES: $ .00 NET PAID: $ 536.53
PLEASE NOTE:THE TAX INFORMATION DESCRIBED ABOVE IS PROVIDED TO THE CUSTOMER FOR THEIR REPORTING ONLY.
IT IS NOT DESIGNED TO COMPLETE INDIVIDUAL TAX RETURNS AND SHOULD NOT BE USED FOR THAT PURPOSE.
Cil
SON * 001261
GROUP BENEFITS - CLAIMS Liberty
P.O. SOX 1525 mutual
DOVER, NH 03821
INSURANCE
EXPLANATION OF BENEFITS FOR:
EDWARD D CASSEL
1016 JENKINS GROVE
ENOLA PA 27025
0463
Gerber Life Insurance Compagy Administered by Mutual of Omaha on
P.0.8oz 2271 behalf of Gerber life Insurance Company
Omaha,NE 68103-227'1
EDWARD D PASSEL
1016 JENKINS GRV
ENOLA PA 17025-3504
INQUIRIES CALL ADM POLICY SERVICES
PH 1-877-778-0839 '
CHECK NO. CHECK DATE I PAYEE N0. PAYEE NAME CHECK AMOUNT
0009587511 1 0211112015. 0000000009 EDWARD .D CASSEL - , 183.99
DESCRIPTION VOUCHER : AMOUNT
405759-90 EDWARD D CASSEL
DECEASED 00437609
t .
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r v va r
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11'000958751111, 1:4049000481:0910639011'
I' Conditions of Appraisal
The value stated in this Appraisal Report is based on the best judgment of the appraiser given the
facts and conditions available at the date of the valuation.
The use of the report is limited to the purpose of determining the value of personal property for
Estate Tax purposes.
Any additional research or testimony required by the client or the court will be billed at the current
rates.
i
I. Disclosure of the contents of the report is governed by the Standards and Practices of the Certified
Appraisers Guild of the America.
Certification of Report
No prohibited fee was accessed for this report.
David J. Cordier and Ellen E. Miller of Cordier Auctions&Appraisals have successfully completed
the personal property appraisal certification program with the Certified Appraisers Guild of America
and are members in good standing. This report was prepared in accordance with the Uniform
Standards of Professional Appraisal Practice and with the Standards and Practices of the Certified
Appraisers Guild of America which has review authority of this report.
' David J. Cordier and/or Ellen E. Miller have personally examined the subject property. The
statements of fact contained in this report are true and correct to the best knowledge and belief of the
appraiser.
By: David J. Cordier, C.A.G.A. By: Ellen E. Miller, C.A.
I' Cordier Auctions&Appraisals Cordier Auctions&Appraisals
1! Tax ID#06-152-5566
.J
�I
Page: 5 of 8
I
Appendix A
Fair Market Value
1. $3,000.00 Samick Grand Piano
Imperial German Scale. Serial#869490. With bench. 58"x 61".
2. $400.00 Hutch Cabinet
' Top with two shelves. Base with single drawer over two cabinet doors.
37-314" x 18"x 73-118"high. Condition: Crack down one side. Drawer
stuck.
3. $300.00_Mans 14K&Diamond Ring
Set with one approximately.33 carat round diamond, 5.1 dwt(7.9 gr).
3.700 0 Total
i
1
Page: 8 of 8
- Page > 1 of 1
Edward D.CasselFte F rl 201y -.`
1016 Jenkins Gry Voyager Services:800-284-7245
Enola,PA 17025-3504
Total report value: T $253,850.51
(Total report value includes any accrued dividends.)
Accoa l` esu a KN #a
Marne Fund&`Accat�nt pate Pnce Per Accrued.
Number Qpened Shares .. Share Vafue* Dwiderids"
Target Retirement 2020 0682-09906699192 06/09/2014 0.000 $28.58 $0.00
Target f2ebremeht 2025 0304 09906699192 09122/2009 15 329137 $16 56! $253850 51
Totals $253,850.51 ' $0.00
Doesn't include accrued dividends.m
1076773396 02/26/201510:39:13
Page > 1 of 1
Vanguard*
Edward 13.Cassels ter° y021201`SFi, € Q �� `S, t4" �
1016 Jenkins Gry Voyager Services:800-284-7245
Enola,PA 17025-3504
Total report value: _-- ^ i $96,879.02
(Total report value includes any accrued dividends.) y
'r`"at'r,,,, r,zn k ,:� xy-�'-�� x -;'� t�a�ii', >�''"¢' ?�"•"�'� Vii.. ..��,,: •, C '� a�`��'�<.'��S-`� �:��a'�nt'r°..�`s��'. �ie�ri.��a+'��"� '� �' `�'��4 .•�.
�t A r;".rdz,s t fir,��;--"-k r.�t' i_iy 5 r.��._:�"�,`.��, :riorra,4g5,"F�i�.a e. r:t.''.:.,, �, A3�,�,5,.. e�?'�"�," Y*'S.'�Y .�'.r�a Y��§?� 4`�r.•i,.r„T;z� `J1s;;.. � ru,�.w'_�^„1 '
7WR Ram,Ai'iGQU11t al @$ C3�t�31rYtj � Q•. m x5 �H
�.�° '� }t� ��".s, a..'�'x' tk�'zv '3� ��''.��9,.�s.�'>�"�' i � i �t•, t s �z„ u�a. �� 'a:s�4 4`$s ,. .����"`� x��a m w!.
IVarne ` : Fund&Accdunt pate ) t Price F?er Accrta'ed
*ks 4 3� t �Um�er ss ,sh QnE' $11areS �e + .Silas@ �alUB.. QlVidenCls
Wellesley Income Fund Inv 0027-88037135999 .09/21/2009 653.719 $25.82 $16,879.02 -
�-
s Totals # ,
"Doesn't include accrued dividends.
1815474996 02/261201510:39:29
Page > 1 of 1
Vangumd-
Edward D Casselr121,
1016 Jenkins Gry Voyager Services:800-284-7245
Enola, PA 17025-3504
Total report value: _ $52,539.21
(Total report value includes any accrued dividends.)
.W.r r �q m4 t T.yNr;r RFs a M
Edlwa ;,D C s.<e
,.
Account va U@'.Sum1T1a z
3¢ .Ya9R.�iti�, i ,�:f,�'':...-.w' �'w'S'�� �_ "OKI,
m
Marne Fund&Account, Date Price;Per Acc'rued.'
Number Opened Shares °Sh'are { Value.: pividend s'
Target Retirement 2020 0682-88045366158 11/02/2010 1,838.321 $28.58 $52,539.21 -
Totals $0:00
"Doesn't include accrued dividends.
1057825796 02/26/2015 10:39:47
RECEIPT FOR PAYMENT
---------------------
-------------------
LISA M. GRAYSON, ESQ. Receipt Date : 2/18/2015
Cumberland County - Register Of Wills Receipt Time : 10 : 08 :24
One Courthouse Square Receipt No. : 1080516
Carlisle, PA 17613
CASSEL EDWARD D
Estate File No. : 2015-00186
Paid By Remarks : FREDERICK C PHILLIPY
Ci
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST 30 . 00 CUMBERLAND COUNTY GENERAL FUN
WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 5 . 00 CUMBERLAND COUNTY GENERAL FUN
JCS FEE 35 . 50 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN
INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN
INVENTORY 15. 00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 1289120 . 50
Total Received. . . . . . . . . R20- 50
RECEIPT FOR PAYMENT
-------------------
LISA M. GRAYSON, ESQ. Receipt Date : 2/18/2015
Cumberland County - egister Of Wills Receipt Time: 11 : 06 : 07
One Courthouse Square Receipt No. : 1080521
Carlisle, PA 17913
CASSEL EDWARD D
Estate File No. : 2015-00186
Paid By Remarks : FREDERICK PHILLIPY
DB1
------------------------ Receipt Distribution -- ----------------------
Fee/Tax Description Payment Amount Payee Name
SHORT CERTIFICATE 5 . 00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 12905 . 00
Total Received. . . . . . . . . R . 00
COG
1
I
�assocv��°�
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (717)249-3166 Fax:(717)249-2663
March 27, 2015
Cumberland Law Journal is published every Friday by the Cumberland County
Bar Association and is designated by the Court of Common Pleas as the official legal
publication for Cumberland County and the legal newspaper for publication of legal
notices.
TO: Frederick Phillipy
RE: Edward D. Cassel Estate
Legal advertisements must be received by Friday Noon. All legal advertising
must be paid in advance. Make all checks payable to: Cumberland Law Journal.
Advertisement inserted on following dates:
March 13, March 20, and March 27, 2015
Advertising Cost $ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment received $ 75.00
Total Amount Due $ 0.00
Becky H. Morgenthal, Executive Director
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA :
: ss.
COUNTY OF CUMBERLAND
Lisa Marie Coyne,Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid,being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State af6resaid,
was established January 2, 1952,and designated by the local courts as the official legal
periodical for the.publication of all legal notices, and has, since January 2, 1952,been regularly
issued weekly in the said County,and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
March 13, March 20, and March 27, 2015
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical-of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time,place and character of publication are true.
6.Xisa Marie Coyne, Editor
SWORN TO AND SUBSCRIBED before me this
27 day of March,2015
Notary
Cassel,Edward D.,decd.
Late of East Pennsboro Township.
Executor:Frederick Phillipy, 1016 COMMONWEALTH OF PENNSYLVANIA
Jenldns Grove,Enola,PA 17025. NOTARIAL SEAL
Attorney:None. DEBORAH A COLLINS
Notary Public
CARLISLE BORO_CUMBERLAND CNTY
My Commission Expires Apr 28,2018
The Patriot-News Co.
2020 Technology Pkwy Zbe atr1*otAwXtws
Suite 300
Mechanicsburg, PA 17050 Now you know
Inquiries - 717-255-8213
PHILLIPY
1016 JENKINS GROVE
ENOLA PA 17025
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin) ss
Marianne Miller, being duly sworn according to law, deposes and says:
That she is the.Assistant Controller of The Patriot News Co., a corporation organized and existing under the laws of the
Commonwealth of Pennsylvania, with its principal office and place of business at 2020 Technology Pkwy, Suite 300, in the
Township of Hampden, County of Cumberland, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday
Patriot-News newspapers of general circulation, printed and published at 1900 Patriot Drive, in the City, County and State
aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949,
respectively, and all have been continuously published ever since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular
daily and/or Sunday/Community Weekly editions which appeared on the date(s) indicated below. That neither she nor said
Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as
to the time, place and character of publication are true; and
That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on
behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the
stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds
in and for said County of Dauphin in Miscellaneous Book°M", Volume 14, Page 317.
PUBLICATION COPY This ad# 0002329776 ran on the dates shown below:
March 17, 2015
u
I ESTATE EdwdrdD.Cassel, March 31,2015
DECEASED,, March 24,2015
Late of East Penhsboro �
wnshlp,Gumberlandtounty,
, I
4nnsylvania.Grant of Letters,
Testamentary on the above Estate
having been granted to the . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
undersigned,all persons Indebted to
said Estate are requested to make
Immediate payment,and those.hoving
legal claims,to present the some
01thout delby to:EXECUTOR: Sw d sub 'bed before me this 01 day of April, 2015 A.D.
Frederick Phlllipy:1016 Jenkins Grove, 1
enols,PA 17025.Attorney:None.
NotaryPWyric QJJ
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
Sheryl Marie Leggore,Notary Public
Hampden Twp.,Cumbelland County
My Commission Expires July 16,2018
MEMBER,PENNSYLVANIA:ASSOCSATI4N OF NOTARIES
The Patriot-News Co. •
2020 Technology Pkwy thf atr10tAWX(WS
Suite 300
Mechanicsburg, PA 17050 Now you know
Inquiries- 717-255-8213
PHILLIPY
1016 JENKINS GROVE
ENOLA PA 17025
STATEMENT ALL CHARGES ARE NET
ACCT# NAME AD ORDER# DATE EDITIO ADDTL.INFO, TYPE OF CHARGE AMOUNT
250542 PHILLIPY 0002329776 03/17/15 XXX BASIC AD CHARGE $52.42
250542 PHILLIPY 0002329776 03/24/15 XXX BASIC AD CHARGE $52.42
250542 PHILLIPY 0002329776 03/31/15 XXX BASIC AD CHARGE $52.42
AFFIDAVIT CHARGE $5.00
TOTAL: $162.26
This is not an invoice. Please do not remit payment from this Statement.
An invoice will be generated at the end of the month. --Thank you.
NOTE: This Statement replaces the Order Confirmation which we previously sent with Proofs of Publication
Cordier Auctions&Appraisals Invoice
1500 Paxton Street
Harrisburg,PA 17104
73/"18/2015 "1072
Phone# 717-731-8662 www.CordierAuction.com
Fax# 717-731-9830
Estate of Edward Cassel
c/o Fred Phillipy
1016 Jenkins Grove
Enola,PA 17025-3504
Inspection,Inventory,Photography 190.00
Research,Report Preparation
TOTAL:2 hours @$95/hr
Payments not received within 30 days of Invoice Fate will be subject to 1.5%interest per month.
0.00
Please return a copy of this invoice with payment in the self-addressed envelope provided.Thank you!
Total $190.00
r
ast Witt amb Tiestammt
"8
?AIS FIEB 17 F415
IJ
OF
C L EDWARD (DUE CASSEL
0 RP'
-.0 I
EDWARD DALE CASSEL, of Harrisburg, Dauphin County,Pennsylvania,being of sound
maid U �)
and memory, do make,publish and declare this my Last Will and Testament,hereby
revoking all former wills and codicils made by me.
A. DEBTS AND EXPENSES:
—I-WI and irect my personal representative to pay all legally enforceable debts, including
the expenses of my last illness and funeral expenses, current bills and any and all other
expenses incurred in administering my estate.
B. FAMILY IDENTIFICATION:
My life partner is FREDERICK CURTIS PHILLIPY. I have been married and divorced.
I have two children: RYAN E. CASSEL and ALEXANDER P. CASSEL. My parents,
GERALDINE K. and ELWOOD P. CASSEL, are both deceased. My siblings are JANE
E. SNOVER and DEBORAH E. CASSEL.
C. PERSONAL PROPERTY:
If my partner,FREDERICK C. PHILLIPY, survives me,my personal effects,including
automobiles,boats, sporting equipment,jewelry, furniture, furnishings, china, glassware,
silver and household equipment(except those items which are specifically given to a
beneficiary elsewhere in this Last Will and Testament in which case said specific gift
shall take precedence over this paragraph) shall be distributed to my surviving partner,
FREDERICK C. PHILLIPY. If my partner,FREDERICK C.PHILLIPY,does not
survive me, then I direct that my personal representative(s)divide my personal effects, as
described above(except those items which are specifically given to a beneficiary
elsewhere in this Last Will and Testament in which case said specific gift shall take
precedence over this paragraph),among the following named beneficiaries who survive,
as the surviving named beneficiaries agree or, failing such agreement, in such manner as
my personal representative(s)may deem equitable. If my partner does not survive me
and if the surviving named beneficiaries do not agree, I give my personal
representative(s) full discretion to determine the division and distribution of the articles
above referred to between my surviving named beneficiaries,and such determination
shall be binding on all persons. The named beneficiaries for purposes of this paragraph
are: RYAN E. CASSEL and ALEXANDER P. CASSEL.
Page I of 7 Last Will &Testament of Edward Dale Cassel
Witness Initials:'_ "� 40 Testator Initials:
V
C. any beneficiary designation of an annuity, retirement plan, IRA, Keogh,
pension or profit-sharing plan or insurance policy signed by me,
d. a buy-sell agreement signed by me,
e. a family partnership agreement, limited liability company,or related
operating agreement signed or established by me; or
2. Seeks to obtain an adjudication in any court proceeding that a Document is void,
or otherwise seeks to void,nullify or set aside a Document (or any of its
provisions);
3. Files suit on a creditor's claim filed in a probate of my estate against the estate,or
any other Document, after rejection or lack of action by the respective fiduciary;
4. Files a petition or other pleading to change the character(community, separate,
joint tenancy,partnership, domestic partnership)of property already characterized
by a Document;
5. Claims ownership of any asset held by me in joint tenancy, other than as a
surviving joint tenant;
6. Files a petition to probate homestead in a probate proceeding of my estate;
7. Files a petition for family allowance in a probate of my estate; or
8. Participates in any of the above actions in a manner adverse to the estate, such as
conspiring with or assisting any person who takes any of the above actions,
then the right of such beneficiary to take any interest given to him or her under this will
or any trust created pursuant to this will shall be determined as it would have been
determined had such beneficiary predeceased the testator without surviving issue.
The personal representative is hereby authorized to defend,at the expense of the estate,
any contest or other violation of this paragraph. Notwithstanding the foregoing, a
"contest" shall include any action described above in an arbitration proceeding and shall
not include any action described above solely in a.mediation not preceded by the filing of
a contest with the court.
Notwithstanding the foregoing,this paragraph shall not apply so as to cause a forfeiture
of any distribution otherwise qualifying for the federal estate tax marital deduction or
charitable deduction.
H. SURVIVORSHIP PHRASE:
If any beneficiary dies prior to the entry of an order, decree, or judgment in my estate
Page 3 of 7 Last Will&Testament of Edward Dale Cassel
f
Witness lnitials.? .L Testator Initials:
distributing the property in question,or within sixty(60)days after the date of my death,
whichever is earlier, any interests which would have passed to said beneficiary under the
provisions of this Last Will and Testament are to be disposed of according to the plan of
distribution which would have been effective under this Last Will and Testament if such
beneficiary had predeceased me,except that, if a'Simultaneous Death Provision'is
included in this Last Will and Testament or in any codicil thereto, the Simultaneous
Death Provision shall take precedence over the provisions of this paragraph in regard to
survivorship of my partner. It is my intention that any property or interest which is
distributed from my estate as a result of any transfer authorized by my personal
representative prior to the death of said beneficiary will not be revoked or otherwise
affected by the subsequent death of the distributee.
I. PERSONAL REPRESENTATIVE(S):
1. 1 constitute and appoint FREDERICK C. PHILLIPY personal representative of
this my Last Will and Testament. I authorize and empower my personal
representative' to sell,transfer and convey any and all of the property of my estate,
real and personal, and to execute, acknowledge and deliver good and sufficient
transfers and conveyances thereof.
2. If FREDERICK C. PHILLIPY is unable or unwilling to serve as personal
representative, I constitute and appoint JANE E. SNOVER as personal
representative to serve with all rights and responsibilities given to the original
personal representative(s).
3. If JANE E. SNOVER is unable or unwilling to serve as personal representative, I
constitute and appoint KAREN KEPLEY as personal representative to serve with
all rights and responsibilities given to the original personal representative(s).
4. if no personal representative named in this will is willing and able to act, a
personal representative or co-personal representatives may be selected by the
court. The personal representative(s) so selected and appointed shall have all
rights and responsibilities hereinbefore given to the named personal
representative(s).
5. No bond will be required of the personal representative.
J. WILL CONSTRUCTION:
1. Wherever the context requires, the singular includes the plural, and the masculine
includes the feminine and neuter. The words "child", "children", "grandchild" and
"grandchildren" shall include legally adopted children and grandchildren and
children and grandchildren born or adopted before or after the execution of this
Last Will and Testament,but shall not include stepchildren or step grandchildren
who have not been legally adopted. Also,in construing this will,the terms "lineal
descendants" and "issue" shall include legally adopted lineal descendants and
Page 4 of 7 Last Will&Testament of Edward Dale Cassel
Witness Initials: 7, Testator Initials:
issue and lineal descendants and issue born or adopted before or after the
execution of this will.
2. The phrases "issue by right of representation" and"issue by representation" shall
mean lineal descendants,per stirpes. The phrase "his/her and/or their issue by
representation" shall be interpreted so that if a beneficiary of this will is alive at
the applicable date,the beneficiary's share is distributed to said beneficiary and
issue do not take as beneficiaries,but if a beneficiary of this will is deceased as of
the applicable,date and the will provisions provide that the beneficiary's "issue by
representation"take the deceased beneficiary's share, then that beneficiary's
lineal descendants,per stirpes, take,inherit, and/or benefit as the deceased
beneficiary's issue by representation or issue by right of representation. Issue
shall mean lineal blood descendants and legally adopted descendants, unless
stated otherwise. The phrase per stirpes shall mean(1) the division of
distributable property into the number of equal shares sufficient to create one such
share with respect to each then living descendant occupying the oldest generation
in which there is at least one then living person, and one such share with respect
to each deceased descendant occupying the same generation who is then survived
by one or more descendants, and(2) distribution of each share so created with
respect to a then living descendant to such descendant, and distribution of each
deceased descendant's share equally among or between the deceased descendant's
children, also per stirpes as defined in(1) above.
3. The word "testamentary" shall be construed as meaning arising after death, and.
shall not be construed to imply any requirement of a probate proceeding of any
type. All references to T.R.C. § and/or Reg. § or Regulation § shall include any
amendments and/or equivalent successor section to said code or regulation.
Trustee(s)includes any person(s), corporation(s)or other entity(ies) from time to
time holding that office as sole-or co-trustee. Personal Representative includes
any person or corporation from time to time holding that office and also includes
a special administrator.
K. SPECIFIC BEQUESTS
ITEM BENEFICIARY
1. Grand Piano ALEXANDER CASSEL
2. Organ ALEXANDER CASSEL
3. Ensonique keyboard RYAN CASSEL.
4. Kitchen hutch RYAN CASSEL _
5. Diamond ring RYAN CASSEL
Page 5 of 7 Last Will&Testament of Edward Dale Cassel
Witness Initials: 1 � Testator Initials:
IN WINESS WHEREOF, I have hereunto set my hand and seal this 15'h day of October,2011.
WITNESSES-1 TESTATOR:
EDWARD DALE CASSEL
PENNSYLVANIA SELF-PROVING CLAUSE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
I,EDWARD DALE CASSEL,the testator,whose name is signed to the attached or foregoing
instrument,having been duly qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will; and that I signed it willingly and as my free and
voluntary act for the purposes therein expressed.
EDWARD DALE CASSEL
On this 15'11 day of October, 2011,before me personally appeared the aforesaid declarant and
principal, to me known to be the person described in and who executed the foregoing instrument
and acknowledged that he/she executed the same as his/her free act and deed.
IN WITNESS WHEREOF,I have hereunto set my hand and affixed my official seal in the
County of Dauphin, Commonwealth of Pennsylvania the day and year first above written.
Sworn and subscribed before me,this 15`x'day of October, 2011.
My commission expires:
January 17, 2012 � � .T OF
eo L. Dunn,Notary Public Public
TWP,�>nxnlst , ',oen
.len.a7 Countyz
.... ® . 08
Page 6 of 7 Last Will&Testament of Edward Dale Cassel
Witness Initials: f �.� Testator Initials: ,. '
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
We, it i'.-, kG' and
the witnesses whose names are signed to the attached
or foregoing instrument,being duly qualified according to law,do depose and say that we were
present and saw testator sign and execute this will as his Last Will; that the testator signed
willingly and executed it as his free and voluntary act for the purposes therein expressed; that
each of us in the hearing and sight of the testator, signed the will as a witness; and that to the best
of'our knowledge the testator was at the time 18 or more years of age, of sound mind and under
no constraint or undue influence.
r , _ ,,,
yr X/1
W SS -�- t, / / SS
Print Name: ��,41i 1$ l7 GYM 1" 7rent Nam L��2�
Print Address: �l)'. Print Address: 5�3
PP 17//
WITNESS _
Print Name: -:r-
Print Address:,?-57c) �E zo%-/ S`T
/i'1fi'.� f 3 a✓� /
/7//6
On this 15th day of October, 2011,before me personally appeared the aforesaid declarants,to me
known to be the persons who witnessed the foregoing instrument.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seat in the
County of Dauphin, Commonwealth of Pennsylvania the day and year first above written.
Sworn*and subscribed before me, this 15a'day of October,2011.
/� �`� oPdbVEAI tH OF PENNSYLVAM
NOtElrla!Seal
Leo L. Dunn,Notary Public Leo L.Dunn,"ry Public
Susquehanna Twp.,Dauphin County
My Commission Expires Jan.17,2012
My commission expires: Member,Pennsyivania Association of Wotarles
January 17, 2012
Page 7 of 7 Last Will &Testament of Edward Dale Cassel
Witness Initials: Testator Initials: