HomeMy WebLinkAbout01-22-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
rlARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HEISHMAN CONNIE A
122 SHOLLY DRIVE
MECHANICSBURG, PA 17055
--~----- fold
ESTATE INFORMATION: SSN: 193-24-0184
FILE NUMBER: 2106-0421
DECEDENT NAME: SLIKER WALTER R
DA TE OF PA YMENT: 01/22/2007
POSTMARK DATE: 01/19/2007
COUNTY: CUMBERLAND
DA TE OF DEATH: 05/02/2006
NO. CD 007723
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,079.02
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARI<S:
CHECI<# 115
SEAL
INITIALS: WZ
RECEIVED BY:
REGISTER OF WILLS
$5,079.02
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
5 COT T M. 0 INN E R, E 5 QUI R E
TEL: (717) 761-5800 3117 CHESTNUT STREET
FAX: (717) 761-5008 CAMP HILL, PA 17011
Register of Wills and Clerk of the Orphans' Court
One Courthouse Square
Carlisle, P A 17013
Re: Estate of Walter R. Sliker ("Estate")
#2 I -06-00421
On behalf of Mr. Sliker's estate enclosed are the following items:
1. REV -1500 Inheritance Tax Return Resident Decedent [2 copies].
2. The Estate's check # 115 in the amount of$5,079.02 and payable to the
'Register of Wills, Agent' representing the balance due per the REY~} 500.
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3. My check # 2232 for $15.00 (filing fees) payable to 'Register of W~~:.
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Thank you.
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Scott M. Dinner, Esquire
enclosures (4)
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cc: Connie A. Heishman, Personal Representative
19 January 2007
1 REV .1500 EX ')6-001
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG. PA 17126+0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Sliker, Walter R.
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DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
05/02/2006
03/1 0/1930
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
~ 1 Original Return
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4. Lirnited Estate
6 Decedent Died Testate (AlIach copy
of Will)
9. Litigation Proceeds Received
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FIRM NAME (If applicable)
Law Office of Scott M. Dinner
TELEPHONE NUMBER
717/761-5800
Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11 . Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
NUMBER
21 06
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
00421
NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
193-24-0184
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior to 12-13-82)
o
o
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Atlach Sch 0)
3 117 Chestnut Street
Camp Hill, PA 17011
(1 ) None
(2) 66,091.02
(3) None
(4) None
(5) 58,818.55
(6) None
(7) 429,529.75
(9)
(10)
19,464.22
1,055.34
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after
12-12-82)
o 7. Decedent Maintained a Living Trust (Attach
copy of Trust)
o 10. Spousal Poverty Credit (date of death between
12-31-91 and 1-1-95)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME ! C;OMPLETEMAllING ADDRESS
Scott M. Dinner
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
>> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH<<
Copyright 2000 form software only The Lackner Group, Inc.
15. AmoLlnt of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 533,919.76 .045 (16)
0 16. Amount of Line 14 taxable at lineal rate x
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Q. 17. Amount of Line 14 taxable at sibling rate x .12 (17)
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x 18. Amount of Line 14 taxable at collateral rate
<:: x .15 (18)
....
19 Tax Due (19)
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(8)
554,439.32
(11 )
20,519.56
(12)
533,919.76
(13)
(14)
533,919.76
24,026.39
24,026.39
Form REV-1500 EX (Rev. 6-00)
, Decedent's Complete Address:
STRII:T ADDRESS
122 Sholly Drive
CITY
Mechanicsburg
I STATE PA
Tax Payments and Credits:
1 Tax Due (Page 1 Line 19)
2 Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
18,000.00
947.37
Total Credits (A + 8 + C)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box, on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to. REGISTER OF WILLS, AGENT
71P 17055
(1 )
(2)
24,026.39
18,947.37
(3) 0.00
(4)
(5) 5,079.02
(5A)
(58) 5,079.02
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred; ................... .......................... .................
b retain the right to designate who shall use the property transferred or its income;
c retain a reversionary interest; or.......... ....................................................................
d. receive the promise for life of either payments, benefits or care?....... ................
2. If death occurred after December 12,1982, did decedent transfer property within one year of death without
receiving adequate consideration? .................. ............... ..................... ......................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................... .............................................................. ................
Yes
o
B
o
~
o
~
No
o
B
o
o
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 penalttes of perjury, I declare that J have ~xamined 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 personal representative IS based on all information of whIch preparer has any knowledge.
SIGNA TURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Connie A. l'leishman
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SIGNA TURE OF PERSON RESPONSIBLE FOR FILING RETURN
122 Sholly Drive
Mechanicsburg, P A 17055
ADDRESS
ADDRESS
3 117 Chestnut Street
CampHill,PA 17011
DATE
i \ \<t. to']
DATE
DATE
'\\, ~\o'7
For ates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 39116 (a) (1.1) (i)l.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. S9116 (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 twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. S9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. S9116
1.2) [72 PS S9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. S9116 (a) (1.3)]. A siblin9 is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
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SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITA,"CE TAX RETURN
RESIDE NT DECEDENT
ESTATE OF
Sliker, Walter R.
FILE NUMBER
21 - 06 - 00421
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
1 PIMCO Fds Pac Invt Mgmt Ser. High Yld Cl C shares 9.73 6,725.77
2 PIMCO Fds Pac Invt Mgmt Ser. Low Dur Yld CI C shares 9.9 6,754.37
3 PIMCO Total Return Fund CI C shares ]0.27 6,750.27
4 American Mutual Fd CI C shares 27.68 18,617.07
5 Capital Income Builder Fd CI C shares 56.80 9,811.97
6 Eum Pacific Gwth Fd Cl A shares 47.06 6,748.87
7 $6,000 Pacific Bell debenture cusip # 694032A V5 98.77 5,926.20
8 $5,000 CWMBS Mtg. 2002-33 cusip # 12669DJN9 95.13 4,756.50
TOTAL (Also enter on line 2, Recapitulation)
66,091.02
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEP.L TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESiDENT DECEDENT
ESTATE OF
Sliker, Walter R.
; FILE NUMBER
21 - 06 - 00421
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
I
DESCRIPTION
VALUE AT DATE OF
DEATH
3,632.00
stamp/cover collection [see attached appraisal letter dated 8/22/06]
2
miscellaneous other personal property
500.00
3
prepaid burial account - Allianz
9,0] 0.43
4
PNCBank certificate of deposit account # 31300253851 [see attached PNCBank letter dated 9/29/06]
5,185.24
5
PNCBank certificate of deposit account # 31600254558 [see attached PNCBank letter dated 9/29/06J
5,175.71
6
PNCBank checking account # 5 ]40431788 [see attached PNCBank letter dated 9/29/06]
7,319.23
7
PNCBank savings account # 5004899079 [see attached PNCBank letter dated 9/29/06]
27,678.38
8
Edward Jones ace!. # 377-06041-1-8 cash balance
317.56
TOTAL (Also enter on Line 5, Recapitulation)
58,818.55
THE MCCULLOUGH'S
PHYLLIS & DOUG
P. O. BOX 907
W A YNESBORO, P A 17268
August 22, 2006
Connie Heishman
122 Sholly Drive
Mechanicsburg, P A 17055
Dear Connie,
We appraised the stamp/cover collection which you have on August 20, 2006.
The appraise value of the collection is $3,632.00.
The fee paid for our services was $206.00. This appraisal fee would be returned if you decide to
sell the collection to us.
We are members of the American Philatelic Society and the American First Day Cover Society.
We would like to thank you for the opportunity to appraise the collection. If you have any
further questions please feel free to contact us. Our phone number is (717) 762-6753.
Sincerely,
\ ') (:" ..',.t ~'/'. /
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Douglas C. McCullough j
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~ PNCBAN<
September 29, 2006
Ms. C011.J1ie Heishmann
PNC Bank
2 E Main St.
Mechanicsburg, PA 17055
scp
RE: Estate of Walter R Sliker (Deceased)
SSN: 193-24-0184
000: 05-02-2006
Dear Ms. Heishmann:
In response to your request for Dale of Death balances for the customer noted above, our
records show the following;
Certificate of Deposit
Account #31300253851 Established 01-06-2005
WALTER R SLIKER
DOD balance: $5,099.43 + $85.81 accrued interest
Interest paid 01-01-06 thru 05-02-2006 $O.OOYTD
Account #31600254558 Established 02-05~2005
W ALTER R SLIKER
DOD balance: $5,090.06 + $85.65 accrued interest
Interest paid 01-01-06 thru 05-02-2006 $O.OOYTD
Checking Account
Account #5140431788 Established 04-07-1989
WALTER R SLIKER
BETty J SLIKER
DOD balance: $7,318.82 + $0.41 accrued interest
Interest paid 01-01-06 thru 05-02-2006 $t4.34YTD
Savings Account
Account #5004899079 Established 09~23-2005
W ALTER R SLIKER
DOD balance: $27,646.99 + $31.39 accrued interest
Interest paid 01-01-06 thru 05 -02-2006 $241.95 YTO
Page 1 of2
IRA Account
Account #75600008515 Established 11-14-1997
W ALTER R SLIKER
DDD balance: $6,452.25 + $17.88 accrued interest
Interest paid 01-01-06 thru 05-02-2006 $l13.96YTD
For beneficiary information please call1-888-PNC-IRAS.
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If YOll need assistance with any of these items,
please call1~888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
~;1~
Erica L Schlegel
1-800-762-1775
P7-PFSC-04-F
500 first Ave.
Pittsburgh PA 15219
Member FOlC
Page 2 of2
TOTRL P.02
'.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Sliker, Walter R.
FILE NUMBER
21 - 06 - 00421
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH: %OF
Include the name of the transferee, their relationship to decedent and the date of transfer. DECD'S EXCLUSION TAXABLE VALUE
NUMBER Attach a copy of the deed for real estate. VALUE OF ASSET, INTEREST (IF APPLICABLE)
IRA # VR03082374 68,034.65 100% 68,034.65
held wi FSC Securities Corporation; decedent's three
children are equal beneficiaries [see attached stmt.]
2 Individual Retirement Account # 000622048] 5 285,008.52 100% 285,008.52
held wi FSC Securities Corporation; decedent's three
children are equal beneficiaries [see attached stmt.]
3 Individual Retirement Account # 02] 191713] 5 6,386.88 100% 6,386.88
held wi FSC Securities Corporation; decedent's three
children are equal beneficiaries [see attached stmt.)
4 AIG SunAmerica Life Assurance annuity 33,093.83 100% 33,093.83
held wi FSC Securities Corporation; decedent's three
children are equal beneficiaries [see attached stmt.)
5 Transfers made within one year of date of death; three 30,000.00 100% 9,000.00 21.000.00
checks of $1 0,000. each were written to decedent's three
children on Jan. 3, 2006.
6 PNCBank IRA account # 756000085]5 6,470.13 100% 6,470.13
decedent's three children are equal beneficiaries [see
attached stmt.]
7 Allstate/Glenbrook Life annuity contract # GA0584059 9,535.74, 100% 9,535.74
held wi PNC Investments; decedent's three children are
equal beneficiaries [see attached stmt.)
TOTAL (Also enter on line 7, Recapitulation)
429,529.75
WaltctR
57. 17l).l,
Carli$le;
Bill Davidson
FSC Securities Corporation
6018 Linglc:stown Road
Hanisb~, PA 17112
717-652-6901
Holdings by Investor
Combined Account Portfolio
Date 05/0212006
Created 05/0412006
AcctNlll1')ile:
8406
IVIDUALLY ESTABLISHED
Account Total:
$68,034.65
$412,754.30
Investor Total:
Inoomplllleifp~ted'WlIhO!llaCCOlllplill1ying disdosl!r8 page
Page3of4
Wal~~.,
57, {'Z9.l!
Caf~ilJI~, ·
.613
Bill Davidson
FSC Securities Corporation
60 18 Lin8J.estown Road
Harrisburg,PA 17112
717-652-6901
Holdings by Investor
Combined Account Portfolio
Date 05/02/2006
Created 05/04/2006
W8lter,R::Stilftr
Q$$tli,)!,JSTIRARlO WALTER R SLIKER 122 SHOLLY DR MECHANICSBURG PA 17055-5841
'Q;~;,,~~~i!t6 Acct'rype: "over
Account Total:
$285,008.52
AcctName:
TMNK & TRUST CO CUST FOR THE IRA OF WALTER R SLIKER 122 SHOllY DR
~R(3.PA 17055-5841
q~1;t9~'7131:$ Acct e: IRA IN IVIDUAlLY ESTABLISHED
Account Total:
$6,386.88
I,J~ ~ r-
+L~
Incomplete if ~kWWitfiIlUt a~1>8nYI11ll dlsclosule p&g\!
Page 1014
Wa1terK
57, 170, '00
Cartisle,PA 17013
Bill Davidson
FSC Securities Corporation
6018 Linglestown Road
Harrisburg, PA 17112
717-652-6901
Holdings by Investor
Combined Account Portfolio
Date 05/02/2006
Created 05/04/2006
;)<"\'ct....rn.,: W~j;.;~!kR
~ti Accij'f!fp: A~1_6
SLIKER 122 SHOLLY DRIVE MECHANICSBURG PA
AcctType: General
17055
Account Total:
$33.093.83 -
"Ii'" -
d~
AcctNsroe:
AcctNo:
WAtiFt5RRSI..iIKER 122 SHOLLY DR MECHANICSBURG PA 17055
121iIil5~098 AcctType: UNKNOWN ACCOUNT TYPE
Account Total:
$20,230.42
Incomplete if preseoted~ill1Qutaccompanylng disclosure page
Page 2 of 4
o PNC1NVESTMENTS
l\1cnlbn NN.;[) and SIP[
September 25, 2006
Mrs. Connie Heishman
122 Sholly Drive
Mechanicsburg, P A 17055
Subject: Date of Death Value
RE: Walter R Sliker - date of death May 2, 2006
The securities held in PNC Investment Account Number 8236-4485 are as follows:
Allstate/Glenbrook Annuity Contract Number GA0584059 - on May 2, 2006 the value of
this annuity was ... '" ... ... ... ... .$9,535.74.
The information contained herein has been obtained from sources we believe to be
reliable but do not guarantee it to be accurate, correct, complete or timely, and shall not
be responsible for the results obtained from it's use.
If I can be of further service, please do not hesitate to contact me.
S incerel y,
tkL- ~~
Chuck Little, CFP
Vice President
Senior Financial Consultant
CLldp
A 1l1(,!11!>e'- or The Pi\IC Financial Services Gmup
) Fast r'J1;:1in Street
l"cl1 II sy! v:1l1 i2 1 7(),)~;
\NW\^.I,pnci nvcstment s.com
fmportant Investor Information: SCClHlti('<;, ;.ltlrllJruknagc ~;cn!ic(", ~Jrl' provided hV P~H~ In\'t'~~lnH~!lb ILC,
IPf'~nh('r NASI) and SIP!' AIlfl1lllics ;~Ild other illSU~.,1I1('r prnduc\-s ;:In' Off('!'ccJ hv PNC !Ibur;mcc S'::'lvices, [!1c.
1 II~SUr;lt1l'C ;IQCl1l'V.
ESTATE OF
ITEM
NUMBER
A.
B.
'.
SCHEDUl...E H
FUNERAL EXPENSES &
ArMNISTRA11VE COSTS
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
Sliker, Waiter R.
FILE NUMBER
2] - 06 - 00421
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
:2
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home, Inc.
Carlisle, Pennsylvania
First United Methodist Church
25.00
8,496.60
3
post funeral meal and related expenses
185.00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State
Zip
2.
Attorney's Fees
Scott M. Dinner, Esquire
6,000.00
3,500.00
3
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Connie A. Heishman
Street Address 122 Sholly Drive
City Mechanicsburg
State P A
daughter
Zip
17055
Relationship of Claimant to Decedent
4.
Cumberland County Register of Wills
Inheritance Tax return filing fee
306.00
15.00
Probate Fees
5 Accountant's Fees
6. Tax Return Preparer's Fees
7.
I
Other Administrative Costs
advertisement of grant of letters - Cumberland law Journal/The Sentinel
186.62
:2
reserve for preparation of fiduciary/decedent's income tax returns
750.00
TOTAL (Also enter on line 9, Recapitulation)
19,464.22
.'
,
, -
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SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Sliker, Walter R.
FILE NUMBER
21 - 06 - 00421
Include unreimbursed medical expenses.
ITEM
NUMBER
] Kilmore Eye Associates
DESCRIPTION
AMOUNT
33.17
2
Discover Card
224.49
3
Cumberland County Area Agency on Aging - home visitation charges
797.68
TOTAL (Also enter on Line 10, Recapitulation)
1,055.34
. REV-1513.EX+ (9-00)
.....".
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SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Sliker, Walter R.
FILE NUMBER
21 - 06 - 00421
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
Do Not list Trustee(s)
AMOUNT OR SHARE
OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Connie A. Heishman
122 Sholly Drive
Mechanicsburg, PA 17055
Daughter
I
one-th ird of 65%
of the residuary
:2
Carol F. Pizzi
5872 Saint George Avenue
Westerville, OH 43082
Daughter
one-third of 65%
of the residuary
3
Douglas W. Sliker
206 S.E. 4th Street
Snow Hill, NC 28580
Son
one-third of 65%
of the residuary
4
Sydnee Sliker
206 S.E. 4th Street
Snow Hill, NC 28580
Granddaughter
one-third of30%
of the residuary
See Continuation Schedule(s) attached
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
'.
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES continued
ESTATE OF
Sliker, Walter R.
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I.
TAXABLE DISTRIBUTIONS
Allison Pizzi
206 S.E. 4th Street
Snow Hill, NC 28580
[include outright spousal distributions, and transfers under
Sec. 9116(a)(1.2)]
5
6
Beth Henry
21 Kower Court
Mechanicsburg, PA 17055
7
Madison Henry
21 Kower Court
Mechanicsburg, PA ]7055
8
Gavin Henry
21 Kower Court
Mechanicsburg, PA 17055
9
FILE NUMBER
21 - 06 - 00421
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
Granddaughter
Granddaughter
Other
Other
AMOUNT OR SHARE
OF ESTATE
one-third of30%
of the residuary
one-third of 30%
of the residuary
one-half of 5%
of the residuary
one-half of 5%
of the residuary
Page 2 of Schedule J
Scott M. Dinner
.,"'\tto,..,)t"'" at Lvw
;:; 11 'j r~h{'stllut Strf'r't
Com]> Bill. PA :I 70]]
,,],1717) 7G].c'SOO
j"" 17] 7) 7GLSIlllS
LAST WILL
OF
W ALTER R. SLIKER
1-.-'-1
. - I
'. )
I, Walter R. Sliker, presently of 122 Sholly Drive, Upper Allen Township,
_- 1- 1
-! ":
umberland County, Pennsylvania, declare this to be my Last Will hereby revoking all Wilis-tmd
---1
odicils previously made by me.
I declare I have three children born to me: my daughter, Connie A. Heishman,
resently of Mechanicsburg, Pennsylvania, my daughter, Carol F. Pizzi, presently ofWesterville,
Ohio and my son, Douglas W. Sliker, presently of Snow Hill, North Carolina. All references in
his Will to 'my children' include only the above named individuals.
ARTICLE I
Payment of DebtslExpenses: I direct the payment of my legally enforceable debts,
the expenses of my last illness ~d the final disposition of my remains (as hereinafter provided)
from my estate as soon after my death as may be convenient. I also direct that my body be interred
on my burial lot located in Westminster Memorial Gardens, Carlisle, Pennsylvania, in accordance
with the funeral arrangements which I have made with the Ho:ffinan-Roth Funeral Home of
Carlisle, Pennsylvania.
Scott M. Dirmer
A~.HonH'Y at 1....flw
;) 117 Chl"stnut S1.rr'rt
Camp B;J], PA 171)] J
lrJ, {7] 7) 7(,]-C,30D
ro" [7] 7) 7GJ-GOD3
-2-
ARTICLE II
Personal Property and Household Effects: I give certain items of my household
Furnishings and tangible personal property to my friends and family in accordance with the terms of
written memorandum which I have prepared. Any such property not disposed of by such
emorandum, or all of such property if the memorandum is not located or received by my
ersonal Representative, shall be part of and pass with my residuary estate as provided for in
lfthe written memorandum referred to in this ARTICLE II is not located or
received by my Personal Representative within sixty (60) days after taking office as such, after and
upon the conducting of a reasonable search for such memorandum, the Personal Representative
shall be held harmless for distributing such property as hereinbefore provided.
ARTICLE III
Residuary Estate: I do give and bequeath the rest, residue and remainder afmy
estate, both real, personal and mixed, of whatsoever kind and wheresoever situate as follows:
1. sixty-five (65%) percent of my residuary estate in equal shares to my
children, per stirpes;
2. thirty (30%) percent of my residuary estate in equal shares to my
children's children (my grandchildren), per stirpes; and,
3. five (5%) percent of my residuary estate in equal shares to my
grandchildren's children (my great grandchildren), per stirpes.
Scott M. Dinner
.0..ttornr-)' at Lllw
::; J J 7 Chf'stnu1 Sh'r-d
Com]> B;]], PA 1701]
Ie], 1717) 761-5EH)1l
fa" 1717) 761-51)IlH
-3-
In the event that any such of my children, grandchildren or great grandchildren should
redecease me without leaving issue who survive me, then his or her share shall pass to the
urviving class members or their issue, per stirpes.
The words "children", "grandchildren" and "great grandchildren" when used in this
ill shall not include adopted persons and their descendants.
Further, if any bequest or devise or portion of my residuary estate is to be received by
beneficiary who has not attained age twenty-five (25), then my Personal Representative need not,
in his or her or their discretion, require the appointment of a guardian but shalrbe authorized to
eliver such share to (i) the person having custody of such beneficiary; (ii) such beneficiary without
he intervention of a guardian; (ill) a legal guardian for such beneficiary if one has already been
appointed; or (iv) a suitable adult person as custodian tmder the Pennsylvania Uniform Transfers to
Minors Act (or substantially similar laws of other states).
ARTICLE IV
Personal Representative: I nominate and appoint my daughter, Connie A.
Heishman, to serve as my Personal Representative. In the event of her death, resignation,
renunciation or inability to act, then I appoint my daughter, Carol F. Pizzi and my son, Douglas W.
Sliker (or the survivor ofthem), to serve as my successor co-Personal Representative(s).
Scott M. Dinner
.A.H01'11t'}' I!lt Low
j'! 17 Chf'stmJt Strf'f'l
Camp ]-1;]], PA 171111
Ie], (717) 761."ROf)
fn:" 1717) 7[,]-i){)f)B
-4-
ARTICLE IV
Fiduciary's Performance and Powers: No fiduciary under this Will shall be
equired to give bond or other security for the faithful performance of the fiduciary's duties.
Any such fiduciary shall have the following powers, in addition to those given by law:
1. To retain any property, pending distnbution hereunder, to invest in or
purchase any property without restriction to legal investments for
fiduciaries, to distribute property in kind, to disclaim any interest in
property, and to sell any property at public or private sale;
2. To hold shares of stock or other securities in nominee registration
form, including that of a clearing corporation or depository, or in book
entry form or unregistered or in such other form as will pass by delivery;
3. To engage in litigation and compromise, arbitrate or abandon claims;
4. To make distributions in cash, or in kind at current values, or partly in each,
allocating specific assets to particular distributee on a non-prorata basis, and for
such purposes to make reasonable determinations of current values;
5. To make elections, decisions, concessions and settlements in connection with
all income, estate, inheritance, gift or other tax returns and the payment of such
taxes, without obligation to adjust the distributive share of income or principal of
any person affected thereby;
6. To borrow money from any person including any fiduciary acting
hereunder, and to mortgage or pledge any real or personal property;
7. To manage, contro 1, repair and improve all estate property;
8. To procure and carry at the expense of the Estate, insurance of the kinds,
forms and amounts deemed advisable by the Personal Representatives to protect
the Estate against any hazard;
9. To employ any attorney, investment adviser, accountant, broker, tax
specialist or any other agent deemed necessary in the discretion of the Personal
Representative and to pay from the Estate reasonable compensation for all
services performed by any of them.
Scoff M. Dinner
A1tOrJlf>)" at Law
0117 -C'hl'StJ1U1 Strr.(.t
Cmnp Hm, PA 17(H 1
teJ, [7] 7) 7Gl-58[)n
10" 1717) 7f)]-501)[l
-5-
ARTICLE V
Death Taxes: I direct that all inheritance, estate, transfer, succession and death
taxes, of any" kind whatsoever, other than any generation skipping taxes, (including any interest and
penalties thereon), which may be payable by reason of my death with respect to: (i) property
passing under this Will or (ii) any of my non-probate property, shall be paid out of the property
giving rise to such taxes on an incremental tax basis.
ARTICLE VI
Protection from Improvidence: No interest of any beneficiary under this Will or
any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation.
ARTICLE VII
Invalidity: If any provision of this Will or of any codicil hereto is held to be
inoperative, invalid or illegal, it is my intention that all of the remaining hereof shall continue
to be fully operative and effective so far as it is possible and reasonable.
~end of page 5~
Scoff M. Dinner
,'~\ t tOlOJlt'''Y at L'8'~.
0]] 7 Chl"stl11~t 'stl"f'f'1
Cnm]> B;ll, PA 171)1.1
tel, r717) 761.,)iH)f)
In" (717) 7[)1.5{)I)B
-6-
IN WITNESS WHEREOF, I have subscribed hereunto and caused this my Last
ill, consisting of seven (7) typewritten pages, including this attestation clause, to be executed,
eclared and published this..!1 tday of October, 2005, at Mechanicsburg, Pennsylvania.
'Jl~t' "JI}
Y''/ (AI '''91 ,\ ~1?:(-~/7t~
W AL TER R. SLIKER
itnesses:
2 ' ll' -
i ( I '
'-l r'11f1.ll'-...' .: ~
Residing at 111 Sholly Drive
Mechanicsburg, Pennsylvania
""-
'{)~f~:tVV:O"'~-,"\(,-Q_J\.J
Residing at 111 Sholly Drive
Mechanicsburg, Pennsylvania
Scott M. Dinner
/\Uo:rn'l"Y at Law
0117 r~hf'stn1l1 StT~f'1
Camp H;]], Ph ] 70]]
".], 17]7) 7G]-i>ROO
/.:" 171 j) 7[;]-000R
-7-
ACKNOWLEDGMENT AND AFFIDAVIT
OMMONWEAL TH OF PENNSYL VANIA)
OUNTY OF CUMBERLAND )
We, Walter R. Sliker, Pamela J. Dinner and Scott M. Dinner, the Testator and the
itnesses, respectively, whose names are signed to the foregoing instrument, being duly qualified
ccording to law, do hereby declare to the undersigned authority that the Testator signed and
xecuted the instrument as his Last Will, that he had signed willingly, and that he executed it as his
free and voluntary act for the purposes therein expressed, that each of the witnesses, in the
resence and hearing of the Testator signed the Will as witnesses and that to the best ofthe
itnesses' knowledge, the Testator was at the time eighteen or more years of age, of sound mind
and under no constraint or undue influence.
Witnesses:
lk~~
'~\l...tz~~t~I\I\..NI...u,,_,/
4/1, t~/ /7_,-
f. f /'r
, " '. /' /,1
1&t; .' . /8E/lvJ/
WALTER R. SLIKER, Testator
On this, the ~ day of October, 2005, before me, Mary Anne E. Bayer, the
undersigned officer, personally appeared Scott M. Dilmer, Esquire, known to me to be a member
of the Bar of the Supreme Court of Pennsylvania, and certified that he was personally present when
the foregoing Acknowledgment and Affidavit was signed by the Testator and witnesses.
)
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. ,--\j~'-'\...~ ",-' "'--""_-'L...- ~
~:ptary Public
-"'"
L::J ' ty:'-
r~ota~31 SO;}! !
Mary P,nlle E. Baver, h!ot8ry Pubiic I
H3rnpden TWP_l CU~l1hpn.s:yj C~)U:l~Y
My ~om,nission Expims Ju',G 5, 20:)3 !
f\~emb:;r, Pennsv,v8ni;J ,I\.l~~,.~~~;~-~J-i'l:l ry !'Jnta:ies
REGISTER OF WILLS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF LETTERS
No. 2006-00421 FA No. 21-06-0421
Es ta te Of: WAL TER R SLIKER
IFirst, Middle, Last}
Late Of:
UPPER ALLEN TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Securi ty No: 193-24-0184
WHEREASr on the 16th day of May 2006 an instrument dated
October 11th 2005 was admitted to probate as the last will of
WAL TER R SLIKER
(First. MIddle, Last)
la te of UPPER ALLEN TOWNSHIP, CUMBERLAND County,
who died on the 2nd day of May 2006 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH Register of Wills ~n and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
CONNIE A HEISHMAN
who has duly qualified as EXECUTOR(RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 16th day of May 2006.
\.1 f', d \.1 \_ ' ,
, 'It'll i!. "!Relll' \ ~-C,.,J:(,,~k..
Register of Wills I
::po '-~- ( n)
\.' \ '" - \.......'-
\, Deputy
* *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
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