HomeMy WebLinkAbout02-0058PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ANNA L. SITES
also known as
Deceased.
Social Security No. 209-12-8766
No. 21-02-58
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is 18 years of age or older and the Executor named in the last will of the above
decedent, dated May 14, 1984 and codicil(s) dated [none]. ~! ~_z~e~ &--ye~,/ dd'cea.~e~(
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last .family or
principal residence at 1239 Pine Road, Dickinson Township, Carlisle, Pennsylvania.
Decedent, then 82 years of age, died January 7, 2002, at 1239 Pine Road, Carlisle,
Cumberland County, Pennsylvania.
Except as follows, decedent did not marry, was not divorced and did not have a child born or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent: [none]
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$
$
$
$
96,000.00
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented
herewith and the grant of letters testamentary thereon.
7es E. Sites ~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
The petitio..~.,~,above-named swears or affirms that the statements in the foregoing petition are true
and correct to the~bes~ ofjfh~!~nowledge and belief of petitioner and that as personal representative of the
'- -~-i..,~ ~> ;':<, · · ·
above decedenr;-pet~t~ner ~h~well and truly adm~mster the estate according to law.
sworn ro o ' m med u s r,b,d
"
before methis 17th *d.avo~.' s E. Sites
i J~U~Y , 200~.'
' ~ ~ ~' Register'
No. 21-02-58
Estate of ANNA L. SITES, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, JANUARY 17 , 2002, in consideration of the petition on the
reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated May 14, 1984, and described therein be admitted to probate
and filed of record as the last will of Anna L. Sites and Letters Testamentary are hereby granted to James
E. Sites.
Will Book #
Page
FEES
Probate, Letters, Etc. $ 200.00
Short Certificates( ) $ 12.00
~-el~%~ation $ 3.00
'JCP $ 5. O0
TOTAL $ 220.00
Stephen L. Bloom, E~quire
Sup. Ct. I.D. No. 4981
2100 Longs Gap Road
Carlisle, PA 17013
(717) 249-7717
Filed JANUARY 17, 2002
C:kLAS\ESTATES\! 0294- I pet. 1
21-02-58
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Maxine Sites and James E. Sites, (each) a subscriber hereto, (each) being duly qualified
according to law, dePose(s) and say(s) that they are familiar with the signature of Anna L. Sites,
testatrix of the Will presented herewith and that they believe the signature on the Will is in the
handwriting of Anna L. Sites to the best of their knowledge and belief.
Sworn to or affirmed and subscribed
before me this ~_ 7th day of
JANUARY ,-- 'L- -, 2002.
Maxine Sites
462 Bloserville Road
Newville, PA 17241
/' /'". 52/7, . '.[~g'fst~ ,/~es E..Sites
/ '~ ' '-i--'ik~? ~62 Bloserville Road
'' '7 ~ ~ ' ''~ "''?
· ~ .-' ~ ~,', Neville, PA 17241
C:~LAS~ESTATES\10294-1 oath. 1
105.805 REM 9~86
L'~UNDER 1;YEAR ;-(UNDER DAY
Cumberland ;,
LAST WILL AND TESTAMENT
OF
ANNA L. SITES
21-02-58
I, ANNA L. SITES, of 1239 pine Road, carlisle, Dickinson
Township, Cumberland county, pennsylvania, being of sound and
disposing mind, memory~ and understanding, ..do hereby make, publish,
and declare this my Last will and Testament, hereby expressly re
voking all other writings
heretofore made.
in nature testamentarY by me at any time
FIRST: I direct that all my debts and funeral, expenses be paid
as soon after my decease as may be pract:icable''
SECOND' I direct t'hat inheritance tax on property disposed of
herein, shall be paid from my. residuary estate.
THIRD: I hereby give, bequeath and devise all 't. he rest and
.~sidue of my estate and property, real, personal and mixed, of
~tsoever nature and wheresoever situated, of which''I may die
sed or possessed or to which I may be entitled or of which I
the right to dispose at ~the time of my death, abso~lutely
'in fee simple to my husband, James Al _sites, if he is living' at
%me of my death.
IOURTH: In the event that my husband is not living at the time
/.~eath, or in the event that he and I shall die simultaneously,
l!give' bequeath and devise all'mmY property to my son, james E.
ANNA L. SITES
OF TWO
Site s.
FIFTH: I hereby appoint my husband, James A. Sites, as
Executor of this, my Last will and Testament, but in the event that
he is unable or unwilling to serve, .I. then appoint James E. Sites,
as Executor of this, my Last will and Testament, and I direct that
they shall not be required to give bond or other security~in any
jurisdiction, wherein proceedings may be held in.connection with
my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
14th day of May,.. 1984.
ANNA L. SITES
(SEAL)
PAGE TWO OF 'TWO
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ANNA L. SITES
Date of Death: January 7, 2002
File No. ~21-02-0058
Name
James E. Sites ·
To the Register:
I certify that Notice of Beneficial Interest required by Rule 5.6(a)' of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above estate on January 18, 2002:
Address
462 Bloserville Road, Newville, PA 17241
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: January 29, 2002
Stephen L. Bloom, Esquire
2100 Longs Gap Road
Carlisle, PA 17013
(717) 249-7717
Capacity: Counsel for Personal Representative
C 5LAS\Estates\ 10294- I cert. not
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENN,SYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-11 62 EX(11-96)
CD 001031
BLOOM STEPHEN L
2100 LONGS GAP ROAD
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 209-12-8766
FILE NUMBER: 2102-0058
DECEDENT NAME: SITES ANNA L
DATE OF PAYMENT: 04/03/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/07/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $4,503.42
TOTAL AMOUNT PAID:
$4,5O3.42
REMARKS. STEPHEN BLOOM
SEAL
CHECK#1007
INITIALS: JA
RECEIVED BY'
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
Register of Wills of
CUMBERLAND
INVENTORY
County, Pennsylvania
Estateof Anna L. Sites
also known as
, Deceased
No. 21-02-0058
Date of Death 01/07/2002
Social Security No. 209 - 12 - 8766
James E. Sites, Executor
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I AVe verify that the statements made in this Inventory are true and correct. I/VVe understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative
a eo,
Attorney: Stephen L. Bloom, Esquire Signature:
/'~kmes E. Sites, Execbt6'r
I.D. No.: 49811 Signature~/ .
Address: 2100 Lonss Gap Road Address: 462 Bloserville Road
Carlisle, PA 17013 Newville, PA 17241
Telephone: 717/249- 7717 Telephone: 717/776- 6408
Dated:
Description
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Value
Total: 1'19,991.47
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form #Ri-7 (199:>)
Estate of:
Date of Death:
County:
Anna L. Sites
01/07/2002
Cumberland
INVENTORY
CASH:
2001 Property Tax, Rebate
Allfirst Bank, Checking Acct.
#0079349137
Allfirst Bank, Savings Acct.
#87005306612474
Blue Cross/Blue Shield,
premium refund
PERSONAL PROPERTY:
Personal property, appraised
value
467.96
1,098.43
40,693.61
121.47
610.00
42,381.47
REAL ESTATE/PA:
Single-family dwelling situate
at 1239 Pine Road, Carlisle,
PA, appraised value
77,000.00
TOTAL RECEIPTS OF PRINCIPAL ...............
610.00
77,000.00
119,991.47
~1-
REV- 1500 EX + (6-00)
CAPI
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8.
9.
10.
11.
15.
14.
T
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X
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. :)80601
HARRISBURG, PA 17128-0601
REV-1500
C
O
M
1
T
I
0
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21-02-0058
COUNTYCODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
209-12-8766
Sites Anna L.
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
01/0 7/2 0 0 2 12/15/1919
(IF APPLICABLE) SURVIVING SPOUSE S NAME (LAST, FIRST, AND MIDDLE INITIAL)
1. Original Return ~ 2~! SupplementaIReturn
4. Limited Estate , Future Interest Compromise (date of death after 1Z- 12-8Z)
6. Decedent Died Testate Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
~----] 9. Litigation Proceeds Received ~--~ 10. SpousaIPoverty Credit
(date of death between 12-31-91 and 1 - 1-95)
NAME
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
U (date of death
3. Remainder Return prior to 12-13-87)
5. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
I--'--] 11. Election to tax under Sec. 9113(A)
(Attach Sch O)
~'[~NFIDEN;IRE~ INE.,..ORMATIQB SHOUED BE~DIRE(~TED~O~ !i
COMPLETE MAILING ADDRESS
Stephen L. Bloom, Esquire
FIRM NAME (If Applicable)
Stephen L. Bloom, Esquire
TELEPHONE NUMBER
717/249- 7717
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
r~l Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
Total Gross Assets (total Lines 1-7)
Funeral Expenses & Administrative Costs (Schedule H) (9)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
Total Deductions (total Lines 9 & 10)
Net Value of Estate (Line 8 minus Line 11 )
2100 Longs Gap Road
Carlisle, PA 17013
77,000.._0~. ~
N o~t'_~.~.'~
No~e~[-
42,991.i~%:
L 3!/.
None:-:
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(8)
14,260.71
387.65
(11)
(12)
(13).
(14)
OFFICIAL USE ONLY
119,991.47
14,648.36
105,343.11
105,343.11
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2) x .0 0 (15)
16. Amount of Line 14 taxable at lineal rate 105,343.11 X .0 45 (16)
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
0.00
4,740.44
0.00
0.00
(19)
4,740.44
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Addr~.
STREET ADDRESS
1239 Pine Road
CITY
Carlisle
STATE
?^
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Cred, its/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
4,503.42
237.02
(1)
Total Credits ( A + B + C )
ZIP
I 17013
4,740.44
(2) 4,740.44
3. Interest/Penalty if applicable
D, Interest
E, Penalty
, - Total Interest/Penalty ( D + E ) (3) 0.00
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 (4) O. O0
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due, (SA) 0.00
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 0. O0
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; ......................... [] []
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? ....... ; ........................ [~ ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and stateme"ts, 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.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN James E. Sites, Executor DATE
~/~ ~~~4~ ~~ 462 Bloserville Road
~I~ATURE~OFPR~q'~EPRE~SENTATIVE Stephen L. Bloom, Esquire DATE
~ ~ ~ ~ ~ 2~00 Longs Ga~ Road .. /
For datos o~ d,ath on or a~r ~ul~ 1, 1~4 and b~fom 3~nua~ ~, 1~5, tho tax rata impos,d on th, n,t valu~ of transfers to or for tho uso o[ tho
For datas o~ d~ath on or a~r Janua~ 1, 1~$, th~ ~x rata impo~d on th, not valu, o~ tmnsf~m to or ~o~ tho uso of tho survivin~ spouso is 0%
[72 ~.S. O115 (a) (1.1) {ii)]. lb. ~tatut~ doo~ not ~x~mpt a transfer to a ~urvivin~ ~pou~ from ta~, and tho statuto~ roquiromonts [or disclosure of assets
and filin~ a tax tatum aro still applieablo ovon if th, ~u~ivin~ spou,~ i, th~ on~ bonoficia~.
For datos of d~ath on or a~,r Jul~ 1, 2000:
lh~ ~ rato impo~,d on tho not valuo of transfors from a docoasod child tw, n~-ono ~oars of a~ or ~oun~,r at doath to or for tho us~ of a natural
paront, an adoptiv, parent, or a ~topparont o~ th, child is 0% [72 ~.S. ~115 (~) (1.2)].
lb, ~ mt~ impo~,d on th~ n~t valu. o[ trans~,r~ to or [or tho u~ of th~ docodont% Hn~al bonofieiari,s
lbo ~x rata imposed on tho not valu~ o~ transf,m to or ~or tho u~o of tho d~c,d~nt', siblings is 12% [72 ~.S. Ol l${aXl.3)]. ~ siblin~ is dofined, undor
Section ~102. as an individual who has at least one paront in compri with tho docod,nt, whoth~r b~ blood or adoption.
Copyright (c) ~000 form *oltwaro onl~ lb. kackn~r Group, Inc. ~orm ~- ~ ~00 ~ (~ov. 8-00)
REV-150Z EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anna L. Sites SS~/ 209-12-8766
SCHEDULE A
REAL ESTATE
01/07/2002
FILENUMBER
21-02-0058
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is iointly-owned with ri~jht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Sin§la-family dwelling situate at 1239 Pine Road, Carlisle, PA, 77,000.00
appraised value
TOTAL (Also enter on line 1. Recapitulation) $ 77,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1502 EX (Rev. 1-97)
REV- 1508 EX * (1-97)
COMMONWEALTHOFPENNSYLVANIA
INHERITANCETAXRETURN
RESIDENTDECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Anna L. Sites SS# 209-12-8766 01/07/2002 21-02-0058
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
1
2
3
4
5
VALUE AT DATE
DESCRIPTION OF DEATH
2001 Property Tax, Rebate
Allftrst Bank, Checking Acct. #0079349137
Allfirst Bank, Savings Acct. #87005306612474
Blue Cross/Blue Shield, premium 'refund
Personal property, appraised value
467.96
1,098.43
40,693.61
121.47
610.00
TOTAL (Also enter on line 5, Recapitulation) $ 42,991.47
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1508 EX (Rev. 1-97)
REV- 1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anna L. Sites SS~/ 209-12-8766
SCHEDULE H
FUNERAL ExPENSEs &
ADMINISTRATIVE COSTS
0[/07/2002
FILENUMBER.
21-02-0058
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
2
3
4
5
6
FUNERAL EXPENSES:
Cumberland Valley Memorial Gardens, Grave Opening
Hoffman-Roth Funeral Home, Inc.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Zip
Year(s) Commission Paid:
Attorney's Fees Stephen L. Bloom, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
RelationshipofClaimanttoDecedent
ProbateFees Register of Wills
Accountant's Fees
~x Return Preparer's Fees
Othe~ Administrative Cos~
Diversified Appraisal Services,
Register of Wills - Filing fees
Inventory
Roy D. Gottshall, Personal
Shipley Energy, Fuel oil
The Cumberland Law Journal
The Sentinel
Real estate appraisal
for Inheritance Tax Return
property appraisal
Publication of
- Publication of Legal Notice
Legal Notice
and
815.00
9,008.10
3,205.77
255.00
250.00
28.00
50.00
492.97
75.00
80.87
TOTAL (Also enter on line 9, Recapitulation) $ 14,260.71
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1511 EX (Rev. 1-97)
REV- 151Z EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anna L. Sites SS~/ 209-12-8766
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
Include unreimbursed medical expenses.
01/07/2002
FILENUMBER
21-02-0058
ITEM
NUMBER
1
2
3
DESCRIPTION
2002 Real Estate Taxes
GPU Energy, Final electric bills
Sprint, Final telephone bills
AMOUNT
119.77
125.11
142.77
TOTAL (Also enter on line 10, Recapitulation) $ 387.65
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1512 EX (Rev. 1-97)
REV- 1513 EX + (9-OO)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anna L. Sites SS~ 209-12-8766
SCHEDULE J
BENEFICIARIES
01/07/2002
FILENUMBER
21-02-0058
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER
II,
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLEDISTRIBUTIONS[Includeoutrlghts~usaldlstrlbutlo~,and
transfem under Sec. 91 l~aXl.Z)]
James E. Sites
462 Bloservtlle Road
Newville, PA 17241
Do Not List Trustee(s)
Son
OF ESTATE
100% estate
residue
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
iS 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2:000 form software only The Lackner Group, Inc. Form REV- 1513 EX (Rev. 9-00)
LAST WILL A, ND~TESTAMENT
OF
ANNA L, SITES
I, ANNA L. SITES, of 1239 pine Road, carlisle, Dickinson
Township, cumberland county, pennsylvania, being of sound and'
disposing mind,~ memory, and understanding, do hereby make, publish,
and declare this my Last will and Testament, hereby expressly re-
voking all other writings· in nature testamentary by me at any time
heretofore made.
FIRST: I direct that all my debts and funeral expenses be paid
as soon after my decease as may be practicable.
SECOND: I direCt that inheritance tax on property disposed of
herein, shall be paid from my residuary estate.
THIRD: I hereby give, beque-nth and devise all the rest and
residue of my estate and property, real, personal and mixed, of
whatsoever nature and wheresoever situated, of 'whiCh I may die
seised or possessed or to which I may be entitled or of which I
'may have the right to dispose at the time of my death, abso'.lutely
and in fee simple to my husband, :James A. Sites, if he is living at
the time of my death?
FOURTH: In the event that' my husband is not living at the time
of my death, or in the event that he and I shall die simultaneously,
then I.give, bequeath and devise all·~nmy property to my son, James E.
ANNA L. SITES
(SEAL)
PAGE ONE OF TWO
Site s.
FIFTH.- I hereby appoint my husband, James A. Sites, as
Executor of this, my Last Will and Testament, but in the event that
he is unable ~or unwilling to serve, I then appoint James E. Sites,
as Executor of this, my. Last 'will and Testament, and I direct that
they shall not be'required to give bond or other security in any
jurisdiction wherein proceedings may be held in connection with
my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
14th day of May, 1984.
ANNA L. SITES
(SEAL)
PAGE TWO OF TWO
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re~iated, si~e
,thoush:unde¢
'fOr
Uallfirst
January 30, 2002
Stephen L. Bloom
Attomey And Counsellor At Law
2100 Longs Gap Road
Carlisle, PA 17013
Allfirst Financial Center N.A.
P.O. Box 900
Millsboro, DE 19966
Estate of Anna L. Sites
Date of Death: January 7, 2002
Social Security Number: 209-12-8766
Dear Ms. Sullivan:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
Account Type ........................... Checking Account
AccoUnt Number. .........' ............. 0079349137
'OWnership (Names of) .............. Anna L. Sites
Opening Date ........................... 08/28/64
Balance on Date of Death. .........$1,098.43
Accrued Interest $ 0.00
Total ....................................... $1,098.43
Account Type ........................... Savings Account
Account Number. i ..................... 87005306612474
Ownership (Names of) ...... i ....... Anna L. Sites
Opening Date ........................... 04/09 / 79
Balance on Date of Death. ......... $40,666.94
Accrued Interest .,. $ 26.67 -
Total ............... ~ ....................... $40,693.61
C'umherhmd Vnll~y Memorial~.ardens
1921 Rilner llighway Carlble, PA 17013
Phone: (?17) 243-3~4! FaX: ?1~-243-449~
INTERMENT/ENTO. MBMENT A ~UTilORIZATION AND INDEMNII~ICATION
-DATA ON DECEASI~D-'
/ /-7-o z I
i--
(ITl IER
-FOR OFFICE USE: ONLY-
AkIOUNT DtJH 'ro Ill.,' (~OLI.I{C-I'I~i) FRCIId:
FAMILY
~.'enifles ' " .......... u'"'~'~'mtmau,mCuCOCaIMIA imJicuted Thc unde, fsIgflcd hereby runhef
IKlfb). di.mcd m ~i. ~IM ~ . IBuflJn~l Ilfl~ ~bI (1[~ hmlfl ~d (~d. '1~ CCll~lef)' iS
r~Cl ~). IU~O ~for, iff thc IMern~i
.. . t I -- . E~. m In--hi m ils o~ ex~. wtI~i ey lieilly for'such error.
:~PACE YER! I~lCArlrlON
FLOWERS WILl. BE REMOVED FIVE (S) DAYS FROM BURIAL
January 25,:2002
James E. Sites
462 Bloserville Rd.
Newville, PA 17241
Hol]man-Roth Vuneral Home, Inc.
219 North Hanover Street
Carlisle, PA 17013
(717)243-451 !
The Funeral Service for Anna L. Sites
13673-5
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to conlaet us if you have any questions in regard 1o lhis slalement.
TIlE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCtlANDISE THAT YOU SELECTED WltEN MAKING TIlE FUNERAl., ARRANGEMENTS.
(A) OUR SERVICE:
TRAI31TIONAL FUNERAL SERVICE PACKAGE ............. $3490.1)0
FUNERAL llOME SERVICE CllARGES ............ $3490.00
SELECTED MERCIIANDISE:
Jefferson Casket
Venetian Inlermenl Receptacle ....................
TIlE COST OF OUR SERVICES, EQUIPMEN'F, AND MERCIIANDISE
TllAT YOU IIAVE SELECTED
$3800.00
$1425.(10
$8715.00'
Cash Advances
Clergy Offering ........... : ............ $ 100.00
Certified Copies of Death Certificates .................. $20.00
Flowers ........................... $143.10
Hairdre.~ser .......................... $30.00
TO'FAI, CASII ADVANCES AND SPECIAl, CIIARGES ........ $293.10
Total
Total Cosl $9008.10
9008.10
~ls statement Is net and payable In full within 30 days of receipt.
Please return this portion with your Remittance
Amount Enclosed
Service ID # 13673.5
Anna I,. Siles
STEPHEN L. BLOOM
ATTORNEY AND COUNSELLOR AT LAW
2100 Longs Gap Road
Carlisle, Pennsylvania 1701 3, Tel 717-249-7717
Federa.1EIN 25-1851818
Invoice submitted to:
Sites, Anna L. Estate
c/o James E. Sites, Executor
462 Bloserville Road
Newville, PA 17241
March 27, 2002
In Reference To: Estate Administration
Invoice #875
Professional Services
1/28/02 SLB Review correspondence from AIIfirst Bank
1/29/02. PL
1/30/02 PL
1/31/02 PL
2/1/02 SLB
2/5/02 SLB
Conference with Executor; Correspondence with AIIfirst Bank re date of
death balances
Telephone conference with Mrs. Sites re information for GPU and
status of other bills; Correspondence with GPU
Hrs/Rate
0.08
185.00/hr
0.33
105.00/hr
0.50
105.00/hr
Telephone conference with Mrs. Sites re Federal Employer 1.00
Identification Number (FEIN) and estate checking account; Telephone 105.00/hr
conference with IRS re FEIN; Administrative matters
Review correspondence from Department of Public Welfare Estate
Recovery Program
Conference with paralegal re estate status; Administrative matters
2/1/02 PL Review and file correspondence from DPW
Review correspondence from AIIfirst re account balances and
information
2/5/02 PL
:2 PL
Correspondence to Executor
PRACTICAL (]OUNSEL a~ CHRISTIAN PERSPECTIVF~
0.08
185.00/hr
0.10
185.00/hr
0.08
105.00Ih r
0.17
105.00/hr
0.25
105.00/hr
Amount
15.42
35.00
52.50
105. O0
15,42
18.50
8.75
,17.50
26.25
Sites, Anna L. Estate
2~8~02 SLB Review Proof of Publication of Legal Notice (Sentinel)
2/12/02 PL Telephone conference with Mrs. Sites
2/13/02 'PL Review individual income tax returns of Decedent
2/20/02 PL
2/21/02 PL
· Telephone conference with Mrs. Sites; Deposit refund at AIIfirst Bank
Conference with Executor
2/22/02 SLB Review Proof of Publication of Legal Notice
3/13/02 PL
3/27/02 PL
Administrative and estate accounting matters - bank statements and
cancelled checks; Telephone conference with Mrs. Sites re additional
receipts and documents
Preparation of Pennsylvania Inheritance Tax Return, Schedules and
Attachments; Preparation of Inventory for filing with Register of Wills;
Telephone consultation with Executor re same
SLB Review and finalize Inheritance Tax Return and Inventory
PL
Reserve for execution and filing of Inheritance Tax Return and
Inventory; Final Status Report; Conveyance of real estate;
Miscellaneous final administrative, tax and estate accounting matters
For professional services rendered
Previous balance
2/5/02 Payment - thank you
Total payments and adjustments
Balance due
Hrs/Rate
0.08
185.00/hr
0.25
105.00/hr
0.50
105.00/hr
0.17
105.00/hr
0.25
105.00Ih r
0.08
185.00/hr
0.17
105.00/hr
3.25
105.00/hr
0.33
185.00/hr
6.00
105.00/hr
13.67
Page 2
Amount
15.42
26.25
52.50
17.50
26.25
15.42
17.50
341.25
61.67
63O.OO
$1,498.10
$2,002.67
($2,002.67)
($2,002.67)
$1,498.10
PAYABLE UPON RECEIPT - THANK YOU
PRACTICAL COUNSEL · CHRISTIAN PERSPECTIVE
'STEPHEN L. BLOOM
ATTORNEY AND COUNSELLOR AT LAW
2100 Longs Gap Road
Carlisle, Pennsylvania 1701 5, Tel 717-249-7717
Federal EIN 25-1851818
Invoice submitted to:
Sites, Anna k. Estate
c/o James E. Sites, Executor
462 Bloserville Road
Newville, PA 17241
January 25, 2002
tn Reference To: Estate Administration
Invoice #820
Professional Services
1/11/02 PL Preliminary preparations for Probate
Hfs/Rate
1/15/02 PL
Preparations for probate and initisl meeting with client; Consultation
with client and advice
SLB Conference with clients and probate matters
1116/02 SLB
1115/02 'PL.
1/16102 PL
1/17/02 PL
'Telephone conference with client; Memorandum to file
0.25
105.00/hr
2.00
105.001hr
2.00
185.00/hr
0.10
185.00/hr
Administrative Matters; Prepare Petition for Grant of Letters 2.00
Testamentary, Oath of Non-Subscribing Witnesses and Estate 105.00/hr
Information Sheet; Prepare correspondence to Department of Public
Welfare and Social Security Administration: Prepare IRS Form SS-4
and Correspondence to IRS re same
Administrative Matters and prelimlnary preparation of Pennsylvania 1.67
Inheritance Tax Return; Telephone conference with client 105.00/hr
Conference with Executor at Register of Wills to probate Will, sign 1.25
Form SS-4 end IRS Correspondence, and discuss additional 105.00/hr
administrative details; Telephone conference with Mr. Gottshall re
personal property appraisal; Telephone conference with Mr. Foots re
real eatate appraisal
PRACTtCALCOUNSEL ~ CHRiSTiAN PERSPECTIVE
Am_o_unt
26.25
210.00
370.00
18.50
210.00
175.00
131.25
Sites, Anna L. Estate
1/18/02 PL
'~/22/02 SLB
'Telephone conference with Mr. Foote re real estate appraisal; Obtain
Letters Testamentary and Shod Certificates from Register of Wills
Office; Telephone conference with Mral Sites; Telephone conference
with AJlflrat Bank; Prepare required Notice to Beneficiary;
Correspondence to Allfirst Bank re date of death account values;
Prepare required Legal Notices for publication in Sentinel and
Cumberland Law Journal, and correspondence re same; Deliver Short
Certificate and Notice to Beneficiary to Executor
Administrative Matters
PL Telephone conference with Mrs. Sites re miscellaneous matters
1/24/02 PL
1/25102 PL
Draft Certification of Notice to Beneficiary; Correspondence to Blue
Cross/Blue Shield re cancellation of policy and premium refund
Administrative Matters; Preparation of correspondence
For professional services rendered
Additional Charges.;
1/17/02 Probate Fee - Cumberland County Register of Wills
1118/02 Publishing Fee - Legal Notice- Cumberland Law Journal
Total costs
Page '2
HrslR~l~e Amount
3.50 367.50
105.00/hr
0,08 15.42
185.00/hr
0.25 26,25
105.00/hr
0,50 52,50
105.00/hr
1,00 105.00
05.00/hr
14.60 $1,707,67
220.00
75,00
$295.00
$2,002.67
Total amount of this bill
Balance due
$2,002,67
PAYABLE UPON RECEIPT - THANK YOU
PRACTICAL COUNSEL · CHRISTIAN PEKSPECTIVE
BUREAU OF TNDZVZDUAL TAXES
TNHERZTANCE TAX D/V/SION
DEPT. 180601
HARRISBURG, PA 17118-0601
STEPHEN L BLOOH ESQ
2100 LONGS GAP RD
CARLISLE
COMMONWEALTH oF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT*OF TAX
REV-1S47 EX AFP (01-02)
Recar~r~ed C?'i'i.c,~ o!', DATE
R~i~.~'~¢~ "~ ~- ESTATE OF
DATE OF DEATH
FILE NUHBER
'02 Hg? 1 7 P 2:41 COUNTY ACN
05-15-2002
SITES
01-07-2002
21 02-0058
CUMBERLAND
101
Amoun'i RemA'k~:ed
ANNA L
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701:5
CUT ALONG THIS LINE I~~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-~
REV-1547 EX AFP (01-0~) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SZTES ANNA L FILE NO. 21 02-0058 ACN 101 DATE 05-1:5-2002
TAX RETURN HAS: ('X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
$. Closely Held S~ock/Par~nershAp In~eres* (Schedule C) ($)
q. Hor~gages/No~as RecaAvable (Schedule D) (~)
$..Cash/Bank DeposA~s/Misc. Personal Proper~y (Schedule E) (5)
6. JoAn~ly O~ned Proper*y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Asse~s
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expensas/Adm. Costs/MAsc. Expenses (Schedule H) (9)
10. Debts/Mortgage LiabAli~Aes/Llens (Schedule 1) .(10)
11. To~al Deduc~Aons
12. Ne~ Value of Tax Re~urn
77/000.00
00
00
00
~2~991 .~7
00
00
(8)
1~,260.71
:587.65
(11)
(12)
NOTE: To Ansure proper
credA~ ~o your account,
submA~ *he upper por~Aon
of ~his form wi~h your
~ax payment.
119,991.q7
105,:5q$.11
15.
1~.
NOTE:
Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Ne~ Value of Es~a~e Sub.~ec~ ~o Tax (lq)
Tf an assessment was issued previously, lines lq, 15 and/er 16, 17,
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amoun~ of LAne 1~ a~ Spousal ra~e (15)
16. Amoun~ of LAne 1~ ~axable a~ LAneal/Class A ra~e (16)
17. Amoun~ of LAne 1~ a* SAbllng ra*e (17)
18. Amoun~ of LAne 1~ ~axable a~ Collateral/Class B ra~e (18)
19. PrAncApal Tax Due
RECEIPT
NUMBER
CD0010:51
TAX CREDZTS:
PAYMENT
DATE
OISCOUNT
INTEREST/PEN PAID (-)
2:57.02
0R-0:5-Z00Z
· O0 x O0 :
105,3q3.11 x OtiS:
· 00 x 12 =
· 00 x 15 =
(19)=
AMOUNT PAID
q,S0:5.q2
ZF PAID AFTER'DATE INDICATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL INTEREST.
.00
105,3q:5.11
18 and 19 will
.00
q,7q0.qq
.00
.00
q,7q0.qq
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
q,7q0.qq
.00
.00
.00
( IF TOTAL DUE IS LESS THAN 91, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTZONS:
ADHIN-
ZSTRATIVE
CORRECTIONS:
D~SCOUN~:
PENALTY:
INTEREST:
Estates of decedents dying.on or before December 1Z, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment 'to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
1ifa or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lamful Class D (collateral) rate on any such future interest.
To fulfill the requirements of Section 216`0 of the Inheritance and Estate Tax Act, Act 23 of ZOOO. (72 P.S.
Section 91~0).
Detach the top portion of this Notice and submit' aith your payment to the Register of Hills printed on.the reverse side.
--Hake check or money order payable to: REGXSTER OF HILLS, AGENT
A refund of a tax credit, mhich was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Hills, any of the Z3 Revenue District Offices, or by calling the special Z6`-hour
answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing end / or
speaking needs: 1-800-6`.6`?-30Z0 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallomance of deductions, or assessment
of tax (including discount or interest~ as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--~ritten protest to the PA Department of Revenue, Board of Appeals, Dept. Z810ZI, Harrisburg, PA 171ED-lOll, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors disc'overed on this assessment should be addressed'in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Pest Assessment Reviem Unit, Dept. Z80601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions far Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid eithin three
the tax paid is allomed. '
.The. lSZ *tax amnesty non-participation penalty is computed, on the total of the tax and interest assessed,, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period~ This nan-participation
penalty is appealable in the same manner and in the the same time period as you ~ould appeal the tax and interest
that has been assessed as indicated on this not[ce.
Interest is charged beginning with first day of delinquency, or nine.(9) months and one il) day from the date of
death, to the date of'payment. Taxes ehich became delinquent before January 1, 1982 bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .000166`. A11 taxes ~hich became delinquent on and after '
January 1, 1982 will bear interest at a rate mhich mill vary from calendar year to calendar year.with that rate
· announced by the PA Department of Revenue. The applicable interest rates for 1982 through 200Z are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
198Z lO7. . O005~,8 199Z 97.
1983 167. .0006`38 1993-1996, 77.
1986` 117. .000301 1995-1998 97.
1985 13Z . O00356 1999 7Z
1986 IOZ :000276` ZOOO 8Z
1987 9Z .000Z6`7 ZOO1 9Z
1988-1991 llX .000301 '. 200Z 67.
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
.00026`7
.O00XgZ
.00026`7
.O0019Z
.000219
.000166`
X NUNBER OF DAYS DELZNI~UENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent ~111 reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must be calculat6d.
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent: ANNA L. SITES
Date of Death: January 7, 2002
File No.' 21-02-0058
Social Security No.: 209-12-8766
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to
completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete: N/A.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
b. The separate Orphans' Court No. (if any) for the personal
representative's account is: N/A.
c. Did the personal representative state an account informally to the parties in interest?
Yes No X
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: October 29, 2002
C:\LAS\Estates\ 10294-1 statrpt. 1
Signature:
Name:
Address:
Stephen L. Bloom, Esquire
2100 Longs Gap Road
Carlisle, PA 17013
(717) 249-7717
Counsel for Personal Representative