HomeMy WebLinkAbout02-0628
,REV-1500 E,l<(6-00)
OFFIOAl.. USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21
2002 -..o62~ _ _
YEAR NUMBER
COUNTY CODE
CECECENfS NAME (LAST. FIRST, AND MIDDLE INITIAL)
~ Stickel, Richard H
~ [}\TEOFDEATH (MM-DD-YEAR) [}\TEOFBIRTH (MM-DD-YEAR)
~ D7/06/2002 12/05/1915
W (IF APPU(:,tl,BLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
C
SOOAL SEOJRITY NUMBER
203-10-6657
THS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
i!! [2{] ,.
"'"D
5ii:::c: 4
w"-g
i'i~iil [2{] 6
!l: D9.
Original Return
Decedent Died Testate (Attach copy ofWII)
Litigation Proceeds Received
D 2. Supplemental Return D 3. Remainder Return (date of death pr1orto 12-13-82)
D 4a. Future Interest Compromise (date of death after 12-12-82) D 5 Federal Estate Tax Return Required
D 7, Decedent Maintained a Living Trust (Attach copy of Trust) ~ 8, Total Number of Safe [)eposit Boxes
D 10, Spousal Poverty Credit (dale ofdeathbelween 1~-31-Bl and1-1-BS) D 11, Election to tax under See. 9113(A)(AttachSchOl
Limited Estate
J-
Z
W
C
Z
~
i
8
THIS SECTIONM\JST BE COMPLETED, AL~ CORRES PONDENCE ANO (:ONFIDENTIIIL TAXINFQRMATIOIiI SHOUt;D BE DIRECTED TO,
NAME COMPLETE MAILING ADDRESS
Richard C. Snelbaker
FIRM NAME (If Applicable)
Snelbaker, Brenneman & Spare, P.C.
TELEPHONE NUMBER
44 West Main Street
P.O. Box 318
Mechanicsburg, PA 17055
717-697-8528
Real Estate (Schedule A) (1)
2 stocks and Bonds (Schedule B) (2)
3 Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4 Mortgages & Notes Receivable (Schedule D) (4)
5 Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
2 6 Jointly Owned Property (Schedule F) (6)
0 D Separate Billing Requested
>=
5 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
~ (Schedule G or L)
l-
e:: 8 Total Gross Assets (total Lines 1-7)
<l:
U
l1J 9 Funeral Expenses & Administrative Costs (Schedule H) (9)
0::
10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
1,. Total Deductions (total Lines 9 & 10)
0.00
0.00
0.00
0.00
148,024.60
0.00
OFFIOAl USE ONLY
0.00
148,024.60
(8)
lB,412.35
1,175.70
(13)
19,588.05
128,436.55
0.00
(11)
12 Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an eleetion to tax has not been
made (Schedule J)
(12)
14 Net Value Subject to Tax {Line 12 minus Line 13)
(14)
128,436.55
SEE INSTRlJCnONS ON REVERSE SIDE FOR APPLICABLE RATES
15 Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1 ,2)
z
o
;:::
"
J-
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"-
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17 Amount of Line 14 taxable at sibling rate
x 12 (17)
0.00
0.00
0.00
0.00
0.00
0.00
x ,045-- (16)
x.OO_(15)
16 Amount of Line 14 taxable at lineal rate
18 Amount of Line 14 taxable at collaterai rate
12B,436.55
x 15 (18)
19 TaxDue
(19)
19,265.48
19,265.48
20
u
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE m ANSWER ALL QUESTIONS ON IlEVl!RSE SIDE AND RECHECK MATH < <
2W46451,OOO
Decedent's Complete Address:
STREET ADDRESS
770 South Hanover st" Apt 402
Bore of Carlisle, Cumberland Countv
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
19,265.48
0.00
15,000.00
750.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C) (2)
15,750.00
0.00
0.00
TotallnterestlPenelty (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)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
3,515.48
A. Enter the interest on the tax due.
(5A)
0.00
(58)
3,515.48
PLEASE ANSWER THE FOLLOWING QUESTIONS 8Y PLACING AN "X"'N THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . D
b. retain the right to designate who shall use the property transferred or its income;. D
c. retain a reversionary interest; or ... . . . . . . . . . . . . . . . . . . . . . D
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . D
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? C
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. [] IX]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEOULE G ANO FILE IT AS PART OF THE RETURN,
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best 01 my Knowledge and belief, it is true. correct
and complete
Declaration 01 preparer other than the personal representalive is based on all inforrnationofwhich prepererhes any Knowledge
Ves
No
[RJ
[RJ
[RJ
[RJ
[RJ
[RJ
RE OF PERSON RESPONSIBLE FOR FILING RETURN
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SIGNA
~ oa
lisle P 17013
RER 0 ER THAN REPRESENTATIVE
~
DATE
DATE
I Z9 /ojC-
AOORE 8 Main Street P.O. Box 318
Mechanicsburg, PA 17055
::::~::~~::::~::::gmn::~tn:t:~~::~:;::~:;::~:
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For dates 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_8_!39916 (a) (1.1)(iJ)
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.8. 13,9116 (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 stili 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 ,8.13 9116(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 PS Ei 9116(1 ,2) [72 P,S, Ei9116(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 PS!3 9116(a)(1 ,3)) A sibling is defined, under Section 9102, as an
mdlvldual who has at least one parent In common With the decedent, whether by blood or adopllon
2W46461.000
REV-1508 EX.;. (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Stickel, Richard H
FILE NUMBER
21-2002-0628
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
DESCRIPTION
1. M&T Bank, checking account #953245
VALUE AT DATE
OF DEATH
4,386.67
2 M&T Bank, savings account #15004200127121
106,650.30
3 M&T Bank, savings account #15004202071607
22,068.85
4 Chapel Pointe, refund on resident care
233.51
5 Internal Revenue Service, refund on Final 2002 Individual
Income Taxes
420.15
6 Income distribution from Estate of Mildred Gerhardt from
January 19, 2001 to decedent's date of death July 6, 2002
14,265.12
2W46AD2.000
TOT AU Also enter on line 5, Recaoitulation) $
(If more space is needed, insert additional sheets 01 the same size)
148,024.60
REV-1511 EX + (1-97)
COMWIONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESICENT CECECENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Stickel, Richard H
FILE NUMBER
21-2002-0628
o bt fd d
b
ed Shedll
e so ece ent must e reDort on c ue.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Carlisle Memorial Services, Inc. , monument 195.00
2 Funeral Luncheon 87.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 6,600.00
Name of Personal Representative(s) Edward P Hair
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 8 Mill Road
City Carlisle State PA Zip 17013
Year(s) Commission Paid:
2. Attorney Fees Name : Snelbaker, Brenneman & Spare 4,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 220.00
5. Accountant's Fees 0.00
6. Tax Return Pre parer's Fees 0.00
7. Register of Wills, Cumberland County, filing fee for 15.00
Inheritance Tax Return
8 Cumberland Law Journal, advertising Executor's notice 75.00
9 The Patriot-News, advertising Executor's notice 119.95
10 Ralph Daywalt, professional fees for research 35.00
regarding M&T Bank statements for outstanding
investment income due the estate.
TotaL :trom con~J.nua~J.on pages. . . . b,"b".4U
TOTAL (Also enter on line 9, Recapitulation) $ 18,412.35
2W46AG 2 000
(If more space is needed, insert additional sheets of same size)
Estate of: Stickel, Richard H
Schedule H, Part B -- Administrative Costs
Item
No.
Description
11
Ralph Daywalt, preparation of final individual income
tax returns
12
U.S.Postal Service, postage expenses
13
M&T Bank, service charge on estate checking account
14
Snelbaker, Brenneman & Spare, P.C., attorney services
in defense of Gerhardt Estate litigation
15
Greenawalt & Company, P.C., preparation of Fiduciary
Income Tax Returns
16 Reserve for filing fees, accounting, and other
miscellaneous expenses associated with the
administration of Decedent's Estate
TOTAL. (Carry forward to main schedule)
Page 2
21-2002-0628
Amount
40.00
7.40
8.00
5,760.00
250.00
500.00
6,565.40
REV-15012 EX + [1-97)
COMMONINEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESICENT CECECENT
ESTATE OF
Stickel! Richard H
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-2002-0628
Include unreimbursed medical exnenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1. Chapel Pointe, resident care, account payable
885.70
2 Omnicare, prescription service, account payable
55.35
3 Patriot-News, subscripton, account payable
1.35
4 Darlene L. Moyer, Tax Collector! 2002 personal taxes, account
payable
11.00
5 Sprint, phone service! check issued prior to Decedent's death,
account payable
22.30
6 Hickory town United Methodist Church, tithe! check issued prior
to Decedent's death, account payable
200.00
2W46AH2.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,175.70
REV-1;J13 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
CDMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESICENT DECEDENT
ESTATE OF
Stickel Richard H
NUMBER
I.
,.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
Stickel, William C
923 N. West street
Carlisle, PA 17013
FILE NUMBER
21-2002 0628
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Nephew
Nephew
Friend
Niece
Niece
AMOUNT OR SHARE
OF ESTATE
25,687.31
25,687.31
25,687.31
25,687.31
25,687.31
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
11, NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
2W46AI1000
2
Stickel, Donald L
923 N, West Street
Carlisle, PA 17013
3
Hair, Edward P
8 Mill Road
Carlisle, PA 17013
4
Andrews, Betty Stickel
909 Forbes Road
Carlisle, PA 17013
5
Chronister, Helen Bricker
1037 York Road
Dillsburg, PA 17019
,.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
,.
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-' 500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
$
0.00
LAST WILL AND TESTAMENT
I, RICHARD H. STICKEL, of the Borough of Carlisle, County of Cumberland,
and Commonwealth of Pennsylvania, being of sound and disposing mind, memory
and understanding, do make, publish and declare this as and for my Last Will and
I Testament, hereby revoking and making void all former wills and codicils by me at
anytime heretofore made.
FIRST. I order and direct that all my just debts and funeral expenses be paid
by my Executor or Executrix, as the case may be, hereinafter named, as soon as
i conveniently may be done after my decease.
~ SECOND. I order and direct that all the rest, residue and remainder of my
Estate, real, personal and mixed, whatsoever and wheresoever situated, be divided
~w OFFICES
SNELBAKER.
BRENNEMAN
8: SPARE
into five (5) equal parts, which parts I order be distributed and disposed of as
follows:
A. I give, devise and bequeath one (1) such equal part of my
residuary estate unto my nephew, namely, WILLIAM STICKEL, absolutely
and in fee simple.
B. I give, devise and bequeath one (1) such equal part of my
residuary estate unto my nephew, namely, DONALD STICKEL, absolutely
and in fee simple.
C. I give, devise and bequeath one (1) such equal part of my
residuary estate unto my niece, namely, BETTY STICKEL ANDREWS,
absolutely and in fee simple.
D. I give, devise and bequeath one (1) such equal part of my
residuary estate unto my niece, namely, HELEN BRICKER CHRONISTER,
absolutely and in fee simple.
E.
I give, devise and bequeath one (1) such equal part of my
residuary estate unto my friend, namely, EDWARD P. HAIR, absolutely and
in fee simple.
If any of the above named beneficiaries should predecease me and leave issue
to survive me, I order and direct that the part of my residuary Estate
attributable to such deceased bpneficiary shall be distributed unto his or her
issue per stirpes by representation and not per capita. If any beneficiary
should predecease me and leave no issue to survive me, I order and direct
that the foregoing disposition to such deceased beneficiary shall lapse and the
subject matter thereo[be distributed unto such persons as otherwise provided
hereinabove.
LASTLY. I nominate, constitute and appoint my friend, namely, EDWARD
P. HAIR, to be the Executor of this, my Last Will and Testament, but iffor any
reason he should fail to qualify as such Executor or cease so to serve, then and in
that event, I nominate, constitute and appoint my niece, namely, BETTY STICKEL
ANDREWS, to be the executrix hereof, each and both to serve without bond or other
security as a condition of qualification hereunder.
IN WITNESS WHEREOF, I, RICHARD H. STICKEL, have hereunto set my
hand and seal tu this Illy Last Will and Testament, which conSists of two (~)
typewritten pages to each of which I have affixed my signature this 6th day of
December, A.D., Two Thousand.
O~-./ (~~~J
RICHARD H. STICKEL
(SEAL)
The preceding instrument, consisting of this and one (1) other typewritten
page, each identified by the signature of the Testator, was on the date thereof
signed, sealed, published and declared by RICHARD H. STICKEL, the Testator
therein named, as and for his Last Will and Testament, in the presence of us, who,
at his request, in his presence and in the presence of each other, have subscribed
Om' nomce "' witn",,", h"do. . ~
. ite.~~
L.AW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
~ ,~~G~J
-2-
COMMONWEALTH OF PENNSYLVANIA)
S8.
COUNTY OF CUMBERLAND
)
We, RICHARD H. STICKEL, RICHARD C. SNELBAKER and JANE J.
COONEY, the Testator and the witnesses, respectively, whose names are signed to
the attached or foregoing instrument, being first duly sworn, do hereby declare to
the undersigned authority that the Testator signed and executed the instrument as
his Last Will and Testament and that he had signed willingly, and that he executed
it as his free and voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the Testator, signed the Will as a
witness and that to the best of his or her knowledge, the Testator was at that time
eighteen years of age or older, of sound mind and under no constraint or undue
influence.
(}J,..J. ~ I Itxf-C-:vi...f
Witness
f' .ilCl-c~r
WI ess
Subscribed, sworn to and acknowledged before me by RICHARD H.
STICKEL, the Testator, and subscribed and sworn to before me by RICHARD C.
8NELBAKER and JANE J. COONEY, the witnesses, this 6th day of December,
2000.
~Or1cLp_~~n,~
Notary Public
Notarial Seal
Sandra K. Showers, Notary Public
~~~22~
Melllb9r. PoIri_ ol_rf&s
LAW OFFICES
SNELBAKER,
BRENNE:MAN
8: SPARE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280&01
HARRISBURG, PA 17128-0&01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
i'~:~C"~ ' :i DATE 05-22-2004
F~::, '~ : ESTATE OF STTCKEL
DATE OF DEATH 07-06-2002
FILE NUMBER 21 02-0628
RICHARD C SNELBAKER '04 liAR 19 Ali :4FOUNTY CUMBERLAND
ACN 101
SNELBAKER ETAL
PO BOX 518 L.~,:.:. i I Amount Rem,tted
HECHANICSBURG PA 170B~Ui]}[~ .
RICHARD H
MAKE CHECK PAYABLE AND REMZT PAYMENT TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STICKEL RICHARD H FILE NO. 21 02-0628 ACN 101 DATE 05-22-200~
TAX RETURN WAS: C X} ACCEPTED AS FILED C } CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A}
2. Stocks and Bonds CSchedule B}
$. Closely Held Stock/Partnership Interest CSchedule C}
~. Hortgages/Notes Receivable ¢Schedule D}
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E)
6. Jointly O~ned Property CSchedule F)
7. Transfers CSchedule G}
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H}
10. Debts/Mortgage Liabilities/Liens CSchedule I)
11. Total Deduct/ohs
12. Net Value of Tax Return
.00
.00
.00
.00
148 r 024.60
.00
.00
18,412.55
NOTE: To insure proper
cred/t to your account,
submit the upper portion
of this form w/th your
tax payment.
148,024.60
1~175.70
(II) 19.688.05
cz2) 128,456.55
15.
14.
NOTE:
Charitable/Governmental Bequests; Non-elected 9115 Trusts CSchedule J}
Net Value of Estate Sub~ect to Tax
elS) .00
cz4) 128,456.55
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that Include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of L~ne l~ at Spousal rate
I6. Amount of L~ne l~ taxable at L~neal/C[ass A rate
[7. Amount of L~ne I~ at S~bZ~ng rate
[8. Amount of L~ne I~ taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIP1 DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID
09-18-2002 CD001655 789.47
02-05-2004 CD005555 59.47-
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-0&-2004
19 will
eLS} .00 X O0 = .00
C1~} .00 X 045 = .00
([7) .00 X 12 = .00
tis) 128,456.55 x 15 = 19,265.48
cig)= 19,265.48
AMOUNT PAID
15,000.00
5,515.48
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
19,265.48
.00
102.40
102.40
C IF TOTAL DUE IS LESS THAN 91, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CA}, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.}
Name of Decedent:
Date of Death:
STATUS REPORT UNDER RULE 6.1 ?
Richard H. Stickel
7/6/2002
Will No.: 21-02-0628 Adrnin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
I. State whether administration of the estate is complete:
Yes [~] No [~]
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: approximately one year_
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Cour:?
Yes _ No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes [] No
Co
Dat~ 4/2'1/O4
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed)~h the Clerk of the Orphans' Court
and may be attached to thi~
Sign"'ature
Richard C. Snelbaker
~n%~baker, ~renneman & Spar~,
.. 44 West Main Street ..
Mechanicsburg, PA 17055
Address
Capacity:
(717) 697-8528
Telephone No.
[] Personal Representative
X~ Counsel for personal representative
PoC.
BUREAU OF INDIVIDUAL TAXES
ZNHER/TANCE TAX DTVZSZOH
DEPT. 28060!
HARRISBURG, PA 17128-0601
COHMONWEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEHENT OF ACCOUNT
REV-I~07 EX AFP COl-OS)
RICHARD C SNELB~R APR 26
SNELBAKER ETAL
PO BOX $18
HECHANICSBURG ~uIt~12055~
DATE 0~-19-200~
ESTATE OF STICKEL
DATE OF DEATH 07-06-2002
FZLE NUHBER 21 02-0628
COUNTY CUMBERLAND
ACH 101
Amoun* Remi~ed
R[CHARD H
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To Ansure proper credi~ ~o your eccoun~c, submit: ~he upper por~:ion of ~his fore wASh your ~¢ax payment.
CUT ALONG THIS LINE ~ RETAZN LOWER PORTTON FOR YOUR RECORDS ~.~
ESTATE OF STICKEL RICHARD H F'rLE NO. 21 02-0628 ACN 101 DATE 0~-19-200~
THIS STATEMENT TS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHO#N BELO#
IS A SUHNARY OF THE PR/NC/PAL TAX DUE, APpLICATTON OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST F/GURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-22-200q
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
19,265.~8
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
789.~7
09-18-2002
02-05-200~
05-26-200~
CD001633
CD003555
CD005721
$9.~7-
102.~0-
15,000.00
$,515.~8
102.~0
IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
ZF TOTAL DUE 1S REFLECTED AS A "CREDIT" (CR),
TOTAL TAX CREDIT
19,265.~8
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR /NSTRUCTIONS. )
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS] AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: COMNONNEALTN OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which wes not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-15[5). Applications are available at
the Office of the Register of Nills, any of the 25 Revenue District Offices or from the Department's Zq-hour
answering service for forms ordering: 1-800-562-ZOS0) services for taxpayers with special hearing and / or
speaking needs: [-BOO-qqT-50ZO (TT only).
REPLY TO:
Questions regarding errors contained an this notice should be addressed to: PA Department of Revenue) Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 28060[, Harrisburg, PA [712B-0601, phone
(717) 787-6SOS.
DISCOUNT:
If any tax due is paid within three (5) calendar months after the decedent's death) a five percent (52) discount
of the tax paid is allowed.
PENALTY:
The 152 tax amnesty non-participation penalty is computed on the total of the tax end interest assessed) and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January l, I982 bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .O0016q. Ali taxes which became delinquent on and after
January l, 1982 wi[i bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOq are:
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year
1982 ZOZ .OOg548 1988-1991 11Z .000501 2001
1985 16Z .0004~8 1992 92 .000247 ZOOZ
1984 llZ .000301 1993-1994 72 .O0019Z ZOO3
1985 152 .000556 1995-1998 92 .000247 ZOOq
1986 102 .00027~ 1999 72 .000192
1987 92 .OOOgq7 2000 82 .000219
Interest Daily
Rate Factor
92 .000247
62 .000164
52 .000137
42 .000110
--Interest is calculated as follows:
TNTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELTNQUENT X DATLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice) additional interest must be calculated.
SPARE
ESTATE NO. 21-02-0628
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY EDWARD p. HAIR, EXECUTOR
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF RICHARD H. STICKEL, DECEASED, LATE OF CARLISLE
BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA
Edward p. Hair, Executor as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
DATES EXECUTOR'S NOTICE ADVERTISED:
Cumberland Law Journal
Patriot-News Co.
FIRST AND FINAL ACCOUNT
July 6, 2002 ('~
July 11, 2002
July 26, August 2, 9, 2~-'~2
July 30, August
PERSONALTY PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the Decedent's personalty,
goods and chattels as set forth in his inventory heretofore filed in the amount of:
The Accountant charges himself with the following additional receipts:
1. Monumental Life Insurance, life insurance proceeds
2. Public School Retirement, benefit from 7/1/02 7/6/02
3. Social Security Administration, social security paid in error 8/2/02 & 9/4/04
4. Social Security Administration, reimbursement for payment received twice
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following ~tems from
Decedent's Personalty Account:
1 Chapel Pointe, resident care
2. Omnicare, prescription serwces
3. Cadisle Memorial Service, memorial services
Funeral luncheon and postage
5. Patriot-News, subscription fees
6. RaJph Daywalt, research M&T Bank statements for missing income due the estate
7, Darlene L Moyer, 2002 personal taxes
8. Register of Wills, Agent, estimated Inheritance Tax payment
9 Social Security Administration, reclaim social security payments 8/2/02 & 9/3/02
paid by automatic debit from checking account
10. Social Security Administration, reclaim social security payments 8/2/02 & 9/3/02
paid by check
11. M&T Bank, service charge
12 Ralph Daywalt, preparation of 2002 Individual Income taxes
13. PA Dept of Revenue, fiduciary taxes due
14. Greenawalt & Company, P.C,, preparation of fiducmry income taxes
15. Register of Wills, Agent, Inheritance Tax payment
Page 1
$ 148,024.60
1,000 00
406.05
3,320.00
-- 3,3~20.00
$ 156,070.65-
$ 885.70
5535
195.00
9440
1.35
35.00
11.00
15,000.00
3,32000
3,320.00
800
40.00
24.00
250.00
3,515.48
16, Register of Wills, filing fee for Inheritance Tax return
17. Register of Wills, additional probate fees
18. Register of Wills, Agent, additional inheritance Tax due
19. Sprint, phone service check written by decedent prior to death
,'! 20. Nickorytown United Meth. Church, check written by decedent prior to death
Items to be paid subsequent to confirmation of Final Accounting:
21. Edward p. Hair, Executor's commission
Snelbaker, Brenneman & Spare, P.C., attorney services in defense of
litigation of Estate of Mildred Gerhardt
23 Snelbaker, Brenneman & Spare, P,C,, attorney services for settlement of
Decedent's estate
She[baker, Brenneman & Spare, P,C., costs advanced:
a Register of Wills, probate fees
b. Cumberland Law Journal, advertising Executors notice
c, Patriot-News, advertising Executors notice
d. Register of Wills, short certificates
25. Reserve for filing fees, accounting fees and other costs associated
with the administration of Decedent's estate
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
15.00
35.00
10240
22.30
20000
6,600.00
5,760.00
4,500.00
417.95
220.00
75.00
119.95
3.00
500.00
$ 44,907.93
PERSONALTY- INCOME ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the following
Income from the investment of Personalty Principal
1. M&T Bank, estate checking account, interest
2 M&T Bank, checking account # 953245, ~nterest
3. M&T Bank, savings account # 1500420271607, mterest
4. M&T Bank, savings account # 15004200127121, interest
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY- INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
1. M&T Bank, withholding from interest for Federal Taxes
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of Decedent's
Real Estate as set forth in his Inventory heretofore filed in the
amount of:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
$ 56.92
0.89
122.63
2,370,20
$ 2,550.64
$ 16,48
$ 1648-
NONE
NONE
$~NONE
NONE
Page 2
REAL ESTATE - INCOME ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the
income from the investment of Rea~ Estate Principal Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
REAL ESTATE - fNCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
Erom the Real Estate income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
Page 3
$ NONE
$ NONE
NONE
NON~
SPARE
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
T T F R DI TRB TI N:
RECAPITULATION
Page 4
156,070.65
44,907.93
9111,162.72
2,550.64
16.48
2,534.16
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
113,69688
NONE
UNPAID CREDITORS:
NONE
SPARE
** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
923 N, West Street
Carlisle, PA 17013
2. Donald L. Stickel
923 N, West Street
Carlisle, PA 17013
3, Betty Stickel Andrews
909 Forbes Road
Carlisle, PA 17013
Helen Bricker Chronister
1037 York Road
Dirlsburg, PA 17019
Edward p. Hair
8 Mill Road
Carlisle, PA 17013
Page 6
LAW OFFICES
SNELBAKER
BRENNEMAN
STATEMENT OF PROPOSED DISTRIBUTION
Edward P Hair, Executor and Accountant herein, proposes to
distribute the balance of the Estate of Richard H. Stickel, Deceased, to wit:
$ 113,696.88 in accordance with the Last Will and Testament of said Decedent
as follows:
1. William C. Stickel
t/5 of residue as per Item 2A of Will
2, Donald L. Stickel
1/5 of residue as per Item 2B of Will
3. Betty Stickel Andrews
1/5 of residue as per Item 2C of Will
4. Helen Bricker Chronister
1/5 of residue as per Item 2D of Will
5 Edward P. Hair
1/5 of residue as per Item 2E of Will
TOTAL DISTRIBUTION:
Page 7
$ 22,739,38
22,739.38
22,739.38
22,73937
22,739.37
$ 113,69688
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
Edward p. Hair, being duly sworn according to law, deposes and
says that the facts set forth in the foregoing Statement of Proposed Distribution
are true and correct to the best of his knowredge, information and belief.
Sworn to and subscribed before me
this 20th day of July 2004
_COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Sandra K. Sho~ers, Notary Public
Med~nicsb~rg Boro, Cumberland Coun[y
My Commission Expire~ Nov. 22, 2007
Page 8
r \¥_3 ~
COMMONWEALTH OF PENNSYLVANIA ].
COUNTY OF CUMBERLAND j ss:
Edward P. Hair
being duly sworn accordln9 to law, deposes and says that he is the E×~cut. or of the Estate of Richard H. Stickel
late of Carlisle Borough_ , Cumberland County, Pa., deceased and that the
within is an inventory made by Edward P. Hair , the sa;d Executor
of fha enHre estate o{ said decedent, cons;sting of all the personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures oppos;%e each i~em of the Inventory represent ~t's fair vaJue
as of the date of decedenf's de~fh. '
Sworn
July 20,
and subscribed before me.
~c~ 2004
COMMONWEALTH OF PEI NS ..........
Edward P. ualr, Executor
8 Mill Road
........ , PA 17013
6th
Address
My Com~ ~ Nov ~y~..,~ .~:~)_ 7
Date of Death Memh.r Pennsylveni~A~ocieti~'n'~f~l~taHm~ 2002
Day Month
Ye4r
2.
3.
4.
INSTRUCTIONS
An inventory must be filed within three months after appolntmen+ of personal representative.
A supplement inventory must be filed within th;rty days of discovery of addifional
Additional sheets may be attached as +o personalty or realty
See Article IV, Fiduciaries Act of 1949.
4~
U
Inventory of the real and personal estate of
RICHARD H. STICKEL, Deceased
PERSONALTY:
2.
3.
4.
5.
6.
M&T Bank, checking account #953245
M&T Bank, savings account # 15004200127121
M&T Bank, savings account # 15004202071607
Chapel Pointe, refund on resident care
Internal Revenue Service, refund on 2002 Individual Income Taxes
Income distribution from Estate of Mildred Gerhardt from January 19, 2001
to decedent's date of death July 6, 2002
TOTAL PERSONALTY:
REAL ESTATE:
The decedent owned no real estate at the time of his death
TOTAL PERSONALTY AND REAL ESTATE:
4,386.67
106,650.30
22,068.85
233.51
420.15
14,265.12
8 148,024.60
0.00
148,024.60
Page 1
JRD/June 30, 1992/17858
AUG 0 g 2004
In Re: Estate of Richard H. Stickel
Late of Carlisle Borough
Estate No.: 2002-0628
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-2002-0628
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Edward P. Hair
Counsel for Personal Representative: Richard C. Snelbaker
Date of Decedent's Death: 07/06/2002
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 08/11/04
Glenda Famer Strasbaugh F_j
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for at in Courtroom No. 3. If the Status, Report is filed prior to
the he~ing date, the hearing will automatically be c~celled.
George E.'3offer, P.J.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Richard H. St ickel
Date of Death:
7/6/2002
Will No.' 21-0 2- 0 628 Admin. No.:
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 ['-] No []
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: Approximately 2 months
3. If the answer to No. 1 is Yes, state the following:
Did the personal representative file a final account with the Court?
Yes _ No ['-]
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes ['-] No ['"]
Date:
Co
8/~/04
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this r~'~./,f~
Richard C. Snelbak~r :,
Capacity:
Telephone No.
~] Personal Representative
[] Counsel for personal representative
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
Richard H. Stickel
Date of Death:
7/6/2002
Will No.: 21-02-0628 Admin. No.:
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
2. If the answer is No, state whe_n the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
Did the personal representative file a final account with the Court?
Yes ._xxx No [-']
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes [-] No [~
Co
Date:. 8/30/04
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be file~n~ th,~,t~ho f the Orphans' Court
and may be attached to this ~'!i~' ' //
Richard C. Snelbaker
Sn~!hske r, R~- mnn ~na ~ n X.
Name
44 West Main Street
Mechanicsburg, PA 17055
Address
[717% ~Q7--Q gOQ
Telephone No.
Capacity: [-'] Personal Representative
~ Counsel for personal representative
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of
also known as
RICHARD H. STICKEL
No.
To:
21-02-628
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
, Deceased.
Social Security No. 203-10-6657
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executor
in the last will of the above decedent, dated December 6. 2000
and codicil(s) dated None
named
~
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland
h i R last family or principal residence at 770 South Hanover
Borough of Carlisle, ]70]1 (r.h~pp' Pointp)
(list street, number and muncipality)
County, Pennsylvania, with
Street (Apt. 407)
Decendent, then 86 years of age, died July 6. 2002 ,XOOX
at Chapel Point-A, 770 SC'l11rn Ht:mn-':1PY ~t-rp.p.t- ~ r..::Irlj~l~~ "PA 17013
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
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ lTnpR.tim::ltpn
$
$
$ None
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentarv
theron.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
"
u
"
"
~3
""
","
C
-00
C':;:
ell'';::
-"
",,,-
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;;
c
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~~p~~~
8 Mill Road
~RrliR1Pr PA 17011
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I '8
COUNTY OF __ CUMBERLAND J 8
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and be' 0 petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well d ruly admi . ter t e estate according to law.
Sworn to or
before me this
affirmed and subscribed
1] th day of
'"
00'
"
.,
-
"
~
~
Register
/?- -?y- /0
~o. 21-02-628
Estate of
RICHARD H. STICKEL
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW July 11 ~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 December 6, 2000
described therein be admitted to probate and filed of record as the last will of
Richard H. Stickel
and Letters Tes tamen tarv
are hereby granted to Edward P. Hair
Probate, Letters, Etc. .........
Short Certificates( )..........
~;J',fJ'cT;tion ................
200.00
9.00
6.00
P. C.
FEES
JCP
$
$
$
$ 5.00
TOTAL _ $ 220.00
... ,rP.1,1. .1.1'" .?99.2.................
By'
Filed
Mechanicsburg, PA 17055-0318
PHONE
MAILED TO ATTORNEY 7-11-2002
...1
11] ()~_l!O~ REV 'Jm6
This is to certify that the information here given is correctly copied from an original certific~te of death du~~ filed with me as
Local Registrar. The orlgtnal certificate will be- forwarded to the State Vital Records Office for permanent hlIng.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
P 8481886
~~
t""'i'~\.'" Off Pl..;;....
"'''''~~~'&'->-
If-~ ~\
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$::;/""'" ,\?~
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>-.!.-?IMfNf~\ 'l-~"""
~""''''''''''''#''/HII,,'II'
llu-~. \='~.) ..~~
Local Registrar
Fcc for this certifIcate, $2.00
No.
JUL I> 8 2002
Date
21-02-628
!-lIQ'i,'QR",,'VI7
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
,.,
,.,
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SEll SOCIAL ~Y,Al7V J<tUtol8EA
.Male ,. 2Uoll_ 10 _ 6657
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909 Forbes Road,Carlisle,Penns lvania 17013
flVoCI:Of' ._Dl~C'-""'Y .c.............9Iate.~
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21... GJlmberland Count
30 ~outh Hanov r Str
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LAST WILL AND TESTAMENT
I, RICHARD H. STICKEL, of the Borough of Carlisle, County of Cumberland,
and Commonwealth of Pennsylvania, being of sound and disposing mind, memory
and understanding, do make, publish and declare this as and for my Last Will and
Testament, hereby revoking and making void all former wills and codicils by me at
anytime heretofore made.
FIRST. I order and direct that all my just debts and funeral expenses be paid
by my Executor or Executrix, as the case may be, hereinafter named, as soon as
i conveniently may be done after my decease.
~ SECOND. I order and direct that all the rest, residue and remainder of my
Estate, real, personal and mixed, whatsoever and wheresoever situated, be divided
into five (5) equal parts, which parts I order be distributed and disposed of as
follows:
A. I give, devise and bequeath one (1) such equal part of my
residuary estate unto my nephew, namely, WILLIAM STICKEL, absolutely
and in fee simple.
B. I give, devise and bequeath one (1) such equal part of my
residuary estate unto my nephew, namely, DONALD STICKEL, absolutely
and in fee simple.
C. I give, devise and bequeath one (1) such equal part of my
residuary estate unto my niece, namely, BETTY STICKEL ANDREWS,
absolutely and in fee simple.
D. I give, devise and bequeath one (1) such equal part of my
residuary estate unto my niece, namely, HELEN BRICKER CHRONISTER,
If any of the above named beneficiaries should predecease me and leave issue
to survive me, I order and direct that the part of my residuary Estate
attributable to such deceased beneficiary shall be distributed unto his or her
issue per stirpes by representation and not per capita. If any beneficiary
should predecease me and leave no issue to survive me, I order and direct
that the foregoing disposition to such deceased beneficiary shall lapse and the
subject matter thereof be du,tl'ibut"d unto such persons as otherwise provided
hereinabove.
LASTLY. I nominate, constitute and appoint my friend, namely, EDWARD
P. HAIR, to be the Executor of this, my Last Will and Testament, but iffor any
reason he should fail to qualify as such Executor or cease so to serve, then and in
that event, I nominate, constitute and appoint my niece, namely, BETTY STICKEL
ANDREWS, to be the executrix hereof, each and both to serve without bond or other
security as a condition of qualification hereunder.
IN WITNESS WHEREOF, I, RICHARD H. STICKEL, have hereunto set my
hand and seal to thib Ins Last vyrili aHd Testament, which consIsts of two (~)
typewritten pages to each of which I have affixed my signature this 6th day of
December, A.D., Two Thousand.
o. ~ -./ (~t;~J
RICHARD H. STICKEL
(SEAL)
The preceding instrument, consisting of this and one (1) other typewritten
page, each identified by the signature of the Testator, was on the date thereof
signed, sealed, published and declared by RICHARD H. STICKEL, the Testator
therein named, as and for his Last Will and Testament, in the presence of us, who,
at his request, in his presence and in the prese ce of each other, have subscribed
our names as witnesses hereto.
~
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND
)
We, RICHARD H. STICKEL, RICHARD C. SNELBAKER and JANE J.
COONEY, the Testator and the witnesses, respectively, whose names are signed to
the attached or foregoing instrument, being first duly sworn, do hereby declare to
the undersigned authority that the Testator signed and executed the instrument as
his Last Will and Testament and tnat he had signed willingly, and that he executed
it as his free and voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the Testator, signed the Will as a
witness and that to the best of his or her knowledge, the Testator was at that time
eighteen years of age or older, of sound mind and under no constraint or undue
influence.
(}J~-I ~r:vi~
f & ~ .
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Wi ess
Subscribed, sworn to and acknowledged before me by RICHARD H.
STICKEL, the Testator, and subscribed and sworn to before me by RICHARD C.
SNELBAKER and JANE J. COONEY, the witnesses, this 6th day of December,
2000.
~Qai1A<~~i~
Notary Public
NOlarial Seal
Sandra K. Showers, Notary Public
~~~22~
. ~ ofNOOlrflls
)'-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: RICHARD H. STICKEL, Deceased
._.."r
:-' '
c3
I""':'
Date of Death:
July 6, 2002
PA No. 2102-0628
~
No. 2002-00628
To the Register:
':J:
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-captioned estate on or
about July 15, 2002:
Name
Address
Edward P. Hair
8 Mill Road
Carlisle, P A 17013
William C. Stickel
923 N. West Street
Carlisle, P A 17013
Donald L. Stickel
923 N. West Street
Carlisle, P A 17013
Betty Stickel Andrews
909 Forbes Road
Carlisle, PA 17013
Helen Bricker Chronister
1037 York Road
Dillsburg,PA 17019
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE.
Date: July 15, 2002
~
/
;,:
>f
Richard C. Snelbaker, Esquire
44 West Main Street
Mechanicsburg, PA 17055-0318
(717) 697-8528
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU DF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128.0601
REV-1162 EX(11~96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RICHARD C SNELBAKER ESQUIRE
44 W MAIN STREET
MECHANICSBURG, PA 17055
____u~_ lold
ESTATE INFORMATION: SSN: 203-10-6657
FILE NUMBER: 2102-0628
DECEDENT NAME: STICKEL RICHARD H
DATE OF PAYMENT: 09/18/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/06/2002
NO. CD 001633
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $15,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: EDWARD PHAIR
C/O RICHARD C SNELBAKER ESQ,
CHECK#108
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$15,000.00
MARY C. LEWIS
REGISTER OF WILLS
~1tL-
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Richard H. Stickel
Date of Death: July 6, 2002
Will No.:
21-02-0628
Admin. No.:
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 0 No 51
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: Approximately 1 year
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 0
b. The separate Orphans' Court No. (if any) for the personal representative's
accouht is:
c. Did the personal representative state an account informally to the parties
in interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed wi e Clerk ofthe Orphans' Court
and may be attached to this rep
Date:. 9/16/03
~-
"
-
Sign tur
Richard C. Sne1baker
~nplh~~gr, Bronneman & Gpa~e. P C
Name . .
44 West Main Street
Mechanicsburg, PA 17055
..,~
r::}
Address
-.... ~._.
(717) lig7-R'i?R
Telephone No.
Capacity: 0 Personal Representative
fJ Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2B0601
HARRISBURG. PA 17128-0601
REV-, '62 EX(' '-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SNElBAKER RICHARD C
44 W MAIN STREET
MECHANICSBURG, PA 17055
uu____ fold
ESTATE INFORMATION: SSN: 203.' 0.6657
FILE NUMBER: 2102-0628
DECEDENT NAME: STICKEL RICHARD H
DATE OF PAYMENT: 02/05/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/06/2002
NO. CD 003535
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,515.48
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$3,515.48
REMARKS: RICHARD C SNElBAKER, ESQ
IL.'
. v CHECK# 114
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128.0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SNElBAKER RICHARD C
44 W MAIN STREET
MECHANICSBURG, PA 17055
-------- fold
-
ESTATE INFORMATION: SSN: 203-10-6657
FILE NUMBER: 2102-0628
DECEDENT NAME: STICKEL RICHARD H
DATE OF PAYMENT: 03/26/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/06/2002
NO. CD 003721
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $102.40
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$102.40
. AiEMARKS:
CHECK# 116
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WillS