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Home My WebLink About02-0951 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of Rodney L. Wickard also known as No. 21-02- 951 To: Register of Wills for the Deceased. County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 200-36-7607 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, applV for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at ?35 Rril'k C:hnrl'h RnAtl, Npwvillp, PA Upper FrdliIH15~ 'mWnlffifp"unicipality) Decendent,then "3 yearsofage,died ~"(t<~l.~ 'Y ,j}j 2002, at C.r\."\<L (l.,e,y'o".J J\I\.~L:,-...Q. 6J...s Co..,..I:.,,!.. f'<-'^""7'v"'.....-. ) ..) Decendent at death owned property with estimated values as folllows: (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: 235 Brick Church Road. Newville UDDer Frankford Township. Cumberland County 'Ss-s- , 00= $ $ $ $ 70:, ""CO PetitioneIS..- after a proper search h~ ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Resta L. Lehman rd Ro W. Wickard Sister Br h r Brother Ie, PA Ie, PA PA lisle, P A > THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. " \ b $:~~~~~:.:' ~v -n-~ Ra DlIAnp- Wi~kRrd r ;4~R~~/ 15 ers Mill Road Carlisle /"'7- 91,-& OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } 55 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 belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affJl'Illed and subscribed J before me this 22nd day of OCTOBER ~002 /~A//77 /J~4 ft.;-:::i L No. 21-02-951 .If i ~ .. c OIl i:ii Roy W. Wickard Estate of RODNEY L. WICKARD . :J , De~d GRANT OF LETTERS OF ADMINISTRATION, , ~ AND NOW October 24 ~ 200~ in consideration of the petition on the reverse side hereof, satisfactory proof having been presented befo~ IT IS DECREED that Geor!!e B. Wickard, a~3t" h. heilman, li:'DUane Wickard and Roy W. Wickard ~e entitled to Letters of Administration. and in accord with such finding, Letters of Administration -(,:f are hereby granted to Georgoe B. Wickard, n",~M 1.. l.etuRan, ; L R. Duane Wickard and Rov W. Wickard in the estate of Rodney L. Wickard FEES Letters of Administration ..... $ Short Certificates( ).......... $ Renunciation ................ $ JCP $ TOTAL _ $ Filed ... HJ:....~~:-f.O.Q:?..... A.D. 340.00 6.00 5.00 5.00 356.00 19_ aA7.-?n-0' /Y//J. /~ 4,JIJ~ Register OfWi/euu &.J ~ Robert 6:wrJW,Y (5,fg'3~I.D. No.) 5 South Hanover Street ADDRESS Carlisle, P A 17013 7l7-243-5838 PHONE 21-02-951 RENUNCIATION In Re Estate of Rodney L. Wickard, deceased. To the Register of Wills of Cumberland County, Pennsylvania. ~istU' ;(?- (- The undersigned &u<;hl:\.,r of the above decedent, hereby renounces the right to administer the estate and respectfully asks that Letters of Administration be issued to George B. Wickard, R. Duane Wickard, and Roy W. Wickard. WITNESS my hand this 22nd day of October, 20022. ~h; ';/ ~~~ Resta L. Lehman 1130 Newville Road Carlisle, Pennsylvania 17013 , HlO~.80~ 10-'\' ')186 This is to certify that the information here given is correctly copied fro~ an original certificate of death dulr~ filed with Local Registrar. The original certificate will be. forwarded to the State VtraJ Records Office for permanent fitLng. me as WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 8608394 No. .21-02-951 ~ 2i:-~. ~~~~~, Local R.egistrar SEP 26 2002 Darc tll05.1"3Rft.2Il!I7 COMMONWEALTH OF PENNSVLVANIA. OEPARTMENT OF HEAL'TH . '4"TAl. RECORDS CERTIFICATE OF DEATH SlIiIf.'U_ socw.. SECURlrv "lUMIl€A "'" "" ~. NAMEOf' oeCE!;lEI\ITlhst. M_. UOIlI I. Rodney Lebo Wickard 1oGE(1...~ UNCfRI~ ..... ,.,. '" 2. Male ~oo - 36 - 7607 24, 2002 63 I,/HOEA10Jl!ll ~i~ OREO#-SlATH 8IRT1tPIJ.CE~1"<S ~r:Jt.oe,GHfCl'-."""''''''-_''''~on_~ \MoYiIl'.~._1 SII..",~~Cao,rwJyJ l'fO$PftA,I..: Mar.9/l939 W..PennsbOro Twp ..........dKJ E~O ,. ClEATH FACIUT'V_fII""'_.~."__' ::::"'0 ,~ .. ~fYOfDE,qH CJt"f.~. d,\ !;lECEDEHT'SEDIJCJlJION Carlisle Regional Medical Center awuAt.STRUS>~ ---...~. -- White -"""" 11I_____ Carlisle Cuntlerland D.Il. -.. ""'''' "'8oeCEDEHTEVEAIN u.s. AIWElI f'OACEM ...0 NaGil OEeED[Kt~\I8U.M. ~...=:::o'::'.:::~ . HL ~ DECEDENT'Sa.wl.JNBADDAES8~~$IM.ZIp~ 235 Brickchurch Rd. Newville, PA 17241 ,. ~'SHAMECFir"'_~1I;I"l ,. Robert W.. W'1ckard ~.s"".",.(T~ Ro 1'1. l'Iickard .......0..'...""_ O ......,(! ~_o "-'-'_SIMooO ~ OllwlSPotcilY' 1'''''''~+1 .. 17c,[j -._....,100 [wr Frankford Two.. ,... "" - twin. C1.2nber land .-..? ,U.O ~~:= r.IOTNEItS_(,F"....~._~ ," Fmna. V. L '*OAaU.NrSl.lAll.Jl"OAOllAESllcs-t~....q,~ 15 au ners Mill Rd. Carlisle, Pa 17013 I't.ACEOF-OlSPOSI11ON.".,...oI~c--. OCRIOtt. a.c- ._- stminster Cemetery .......... ADClRESSOFFIoCa.lT'f' 219 North ver St. """"....... i2.N .:21~-;,'\~-L .. ". ..2~.u '" ".",,""1:: E_IM_........OIcomp1ical_.I\kto..........,.._I~.Do .......,....-01 .iIUCfl.....-O'- l.iII.-,__""...._. ""l'''''''_0I'_~. . t' /Ie.. C.{fl-c.,rv~mA OI4lOlCIAAoSACONSEOVENCEOFl: L oueTOlCfIASACONSEOUENCEOf): DUt'lO(ORASACONSEOUE ~ -- ~EP'AIOfllO ........ .."""~ =A~o;r - ...0 ~O ...... - o o CooMI'IIllM4fIWmlnecl o PI.ACIlOF~Y.N._."""'_ --- - -- ... - CUlTIPIEJ'ItO>oocI<",...,ONI .~MYSlCi4lI(Ph.,-~_~_____~"'hIS~OINllI""~_231 ........."""~.....----~~)-_..~........< ....................-..................... "-1 ~AHDCQ\TIF"IIMG1>IIYS1ClANc"'~___-"andcIfllf1or'o9IOClUMOI_1 ,...._....,.....-..-"'__.IIM......._._piK<l.Md_to...c.~I___...........,....... "IIEOlCALEXAMIHt:RlCOflOHER On..,.~.,..........lIon_ln...at.!II.11lln.lnrnyOPfnljHl.d..,hOCC1.ll'l'iHI.,I".IIIft..",...lIftdpr.c....,..dwto_~.l_ _..at"HI.............. .................................................................. ... REGI!m\,o.R'S$IGNNUfIE " ~ ~\Id<lrOI Pt.~~ - ... oLo ,J .- '-- :--- . I 1'fIIITI: OlIwIigni/k:MllIlOOllllllaoll..........-".fM _-...iII..~_.......PNl:tI. TIMEOFIJIUUf\V ItUUfW_WOAKt ~l8EHOWKlUflYOCCUAfIl!D. _ 0 NoD M. . "l.1o <3,.r::fj;;;"" -r CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Rodney L. Wickard Date of Death: September 24, 2002 Will No. Admin. No. 21-02-951 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-captioned estate on October 31, 2002 Name Address See Attached List of Beneficiaries. Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except No Exceptions. Date: October 31,2002 \/~~ Signature . ~ - h '0 ., Name Robert G. Frey Address 5 South Hanover Street Carlisle, Pennsylvania 17013 Telephone 717-243-5838 q Capacity: Personal Representative X Counsel for personal representative lnventory of the real and personal estate of Rodney L. Wickard 0:2./- Oc:J.,- 9~/ deceased (1) Real Estate: 235 Brick Church Rood, Newville, PA (West Pennsboro Township, Cumberland County) (2) Mortgage owed to Decedent by Melvin Leid (3) Miscellaneous personal praperty (4) Orrstown Bank AccotDlt No. 108000469 (5) Van Kampen Prime Rate Income Trust, 4,999.28 shares ~ ~ , :-~... d .. :c"i W ,:T Wi = ~ VI -- '::J ~ W $80,00 00 $169,169 21 $4,145 00 $14,32 92 $39,84 26 t/ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I I ) 55: George B. Wiclcard, Roy W. Wickard and R. Duane Wickard being duly sworn AdmiDistrators according to law, deposes and says that U thev are the of the Estate of Rodney L. Wickard late of Jllest P~""hnro_Townsbip__~__~__~ , Cumberland County, Pa., deceased and that the within is an inventory made by them , the said Administrators of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate, outside the Commonwealth of Pennsylvania. and that the figures opposite each item of the Inventory represenfit's fair v~lue ". as of the date of decedent's death. _ "'200> ;:';J~ 5~o'-" and subscribed before me, Date of Death NOTAR ROBERT G. FREY. NOTARY PUBLIC BOROUGH Of CARllSl.E. CUMBERLAND CO.. Pot. M'I COMMISSION EXPIRES JUNE 27. 2008 24 Day Address ~tember Month 2002 Vear INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. >- -0 .. .... W ~ ~ '" .... .. W -< " 0. .... U .. 0 V> " 0 W W C '" "'" a:: .. .. l- I 0. 0. c .... -' L1. .. ~ Z -< 0 0. 0 , L1. -' :I: i W 0 -< W .;.. -< Ii > z '" + Z 0 c C " ,; V> Z 0 a:: -< U - z I w 0. " c I .. - -;: i 0 " ..D -" i " E " + ..! 0 .. " 0 I -' u u: II> COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU Of lND1VJDUAL TAXES DEPT. 280601 HAFlRISBURG, PA 0128-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013 _nn~n fold ESTATE INFORMATION: SSN: 200-36-7607 FILE NUMBER: 2102-0951 DECEDENT NAME: WICKARD RODNEY L DATE OF PAYMENT: 11/10/2003 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 09/24/2002 NO. CD 003219 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $21,546.00 I I I I I I I I TOTAL AMOUNT PAID: $21,546.00 REMARKS: ROY W WICKARD CIO ROBERT G FREY ESQUIRE CHECK# 268 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS 217 REV-v500 EX (6.00) /7- 9>{' -..6- COMMONWEALTH OF PENNSYlVANIA DEPAATMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17121H1601 FILE NUMBER 21-02-0951 OFFICIAL USE ONLY ~ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT CODE YEAR NMBER SOCIAl SECURITY NUMBER .. z w Q w &l Q OECEDENrS NAME (lAST, FIRST, AND MIDDLE INITIAL) Rodne L Wickard DATE OF DEATH (M\.1-lJO-YEAR) THS R.-n.IRN -..sT BE FLED.. DUPUCATE WfTH THE 200-36-7607 DATE OF BIRTH (M\.1-lJO- YEAR) 9/2412002 3/9/1939 ~F APPliCABLE) SURVIVlNG SFOUSE'S NAME (lAST, FIRST, AND MIDDlE INITIAL) REGISTER OF WILLS SOCIAL SECURITY NUMBER w ~ "'s.. 0"'" w~g :I:,,~ 08:'" .. 02 0.. 07. Original Return Supplemental Return 03. ReR*inderRehm(ddealdnlhpriorto12-13-82) 05. Federal Estate Tax Return Required ~ 8. Total Number d Safe Deposit Boxes 011. Election to tax under Sec. 9113(A) (Attach Sch 0) Limited Estate FubJre Interest Compromise (date of death after 12-12-82) Decedent Died Testate (Attach copy d Will) Dececlent Maintained a Living Trust (Attach copy of Trust) D10.SpousaI~CnIcIl:(dlltealcllldl~12-31-911nd1-1-95) .. Z w Q Z ~ ffl II: II: o o Robert G. Fre FIRM NAME (K Applicable) COMPlETE MAILING ADDRESS 5 South Hanover Street Carlisle, PA 17013 717-243-5838 OFFICIAL USE ONLY 1. Real Estate (Schedule A) 80,000 2. Stoctcs and Bonds (Schedule B) (1) (2) NONE 3. Closely Held Corporation, Pa.......ip or Sole-Proprielorship (3) NONE 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal property (Schedule E) 170,439 20,817 I' (4) (5) (6) NONE z o i= :5 ::> .. l!: cC &l II: 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-VIVOS Transfer & Miscellaneous Non-Probate Property (Schedule G or L) (7) NONE 8. TOTAL GROSS ASSETS (total lines 1-7) 271 ,256 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent. Mortgage liabilities. & liens (Schedule I) 10) 11. TOTAL. DEDUCTIONS (lotallines 9 & 10) 91,703 179,553 o 179,553 12. NET VALUE OF ESTATE (line 8 minus line 11) t3. Charitable and Governmental BequestsJSec 9113 Trusts for which an election to lax has not been made (Schedule J) 14. Net Value Subject to Tax (Line t2 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 tmrabIe at the spousal tax rate ,or transfers under Sec.9116 (a)(1.2) X .0 (15) 0 Z 0 i= 16. Amoont of Une 14 taxable at lineal rate X .0 (16) 0 cC .. ::> ~ 17. Amount of line 14 taxable at sibling rate 179,553 X 12 (17) 21,546 ::;; 0 0 )( 18. Amount of Line 14 taxable at collateral rate X .15 (18) 0 ~ 19. Tax Due (19) 21,546 200 ---- --- --- - -- - -- - - --- - -- -- - - -- 217 DedfC Rodney L Wickard lete Add 200-36-7607 ce en 5 amp.' ress: STREET ADDRESS 235 Brick Church Road CITY I~TATE IZIP Newville PA 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CraditslPayments A. Spousal Poverty CredO B. Prior Payments C.Dlscount (1) 2./ I "YLf(,. ToIal Cred.. (A + B + C) (2) 3. InterestlPenalty tf applicable D.lnterest E.PenaIty 4. ToIall_Ity(D+E) If line 2 is greater than Line 1 + line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund (3) o 5. (4) If line 1 + line 3 is greater than line 2. enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Une 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 21,546 7 '. 5 'f<, , o o Did decedent make a transfer and: PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No o o o o o o D 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YEs, YOU MUST COMPLETE SCHEOULE G AND FILE IT AS PART OF THE RETURN. 1. Ves D D D D D D 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. relain a revensionary interest; or . 2. d. receive the promise for life of either payments. benefits or care? If death occurred after December 12.1982,dld decedent transfer property within one year or 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? . .......... Under penalties at peljury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and betief, it is true, and comDtete. Declaration of DI80arer other than the D8I'SOI'I8I reoresentatiIIe is based on a+l information of which oreParer has anY knowIedae. RE OF PERSON RESPONSIBl FOR FlllNG RETURN ~ DATE dJ-'o- (,.u- (, ENTATIVE DATE tv Dv -e. \'..oJ Lf ?" "'.-3 5 South Hanover Street Carlisle PA 17013 ~" ill For dal:e& of de8th on or aftet July 1,1994 and before January 1,1995, the tax rate imposed on the net value of transfers to orrorthe use of the sulVlving spouse i& 311. [72P.S. Section 9116 (a)(1.1)(i)]. 0') ::5 For dates of death on or after January 1, 1995, the tax rate imposed on the netvalue of transfers to or for the use of the sufYMng &pouse is 0'1(, [72 P.S. Section 9116 (a)(1.1)(iil)' The statute does not exempt a transfer to a sufYMng spouse from tax, and the statulIory requirements for disclosure of assets and filing a tax retum are still appliCable even if the sufYMng spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfer& 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 0'1(,[72 P.5. Section 9116(a)(1.2)]. The tax rate imposed on the net value oftransferstc or for the use of the decederrt'slineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116(1.2) [72 P.5. Sec:lion 9116(8)(1)). The tax rate imposed on the netvalue oftransfefstc orforthe use of the decedenfs siblings is 12% [72 P.S. Section 9116(a)(1.3)].A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. AT REv-1502 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA lNHER1TANCETAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Rodney L Wickard 21-02-0951 ALL REAl. PROPERTY OWNED SOLa y OR AS A TENANT IN COMMON MUST BE REPORTED AT FAIR MARKET VALUE. Fair ""'"'at value is defined as the pr.. al which property would be exchanged between a willing buy... and a willing seller, ".;u,... being compelled 10 buy cr sell, both having reasonable knowledge of the relevant facts. REAl. PROPERTY WHICH IS JOINTL Y-OWNED WITH RIGHT OF SURVIVORSHIP MUST BE DISClOSED ON SCHEDll.E F. ITEM NUMBER 1. SCHEDULE A REAL ESTATE DESCRIPTION House and Lot of ground, 235 Blick Church Road, Newv~Ie, Pennsylvania. Settlement statement attached VALUE AT DATE OF DEATH See HUD-1 BO,OOO TOTAL (Also enter on ~ne 1 RecaDilulation' $ (If more space is needed, insert additional sheets of the same size) 80 000 AI , REV-1507 EX+ (1-97) 0) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE D MORTGAGES & NOTES RECEIVABLE Rodney L Wickard All properly joIntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. FILE NUMBER 21-02-0951 DESCRIPTION Mortgage given by Melvin Leid. Original principal balance: $275,000 Accrued interest to date of death VALUE AT DATE OF DEATH 169,769 670 TOTAL (Also enter on line 4 RecaDitulation' $ (If more space is needed, insert additional sheets of the same size) 170439 AT REV-t508EX+ (1-91) (J) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE Of' Rodney L Wickard SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-02-0951 IncUle Ibt prveeeca aflligldlon.,a;1he __Ibt~-. r-""-d by'" eshD. ALL PftOPERTY JOINTlY-OIo'lNEJ)WlTHlliE RIGHT OF SUlMVORSHlP MUST BE DISCLOSED ON SCHEllU,.E F ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. DESCRIPTION Orrstown Bank account no. 108000469 Accrued interest to date of death on above Miscellaneous personal property. See appraisal attached 1978 Dodge D250 pickup truck Real estate tax prorations. See HUD.1 settlement statement attached Adams Eleclric Cooperative patronage Sprint Telephone refund Personal property sold at auction Personal property sold at consignment sale VALUE AT DATE OF DEATH 14,329 3 4,745 1,000 60 25 1 593 61 TOTAL (Also enter on line 5 RecaDitulation) $ (If more space is needed, insert additional sheets of the same siZe) 20817 217 . REV-1S11 Ex + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX. RETURN RESIDENT DECEDENT ESTATE OF Rodney L Wickard SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on ~ I. FILE NUMBER 21-02-0951 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman Roth Funeral Home 7,655 2. Westminster Cemetery 248 3. Ca~isle Memorials for grave marker 392 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (8) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City Slate Zip Year(s) Commission Paid: 2. Attorney Fees 10,500 3. Famity Exemption: (It decedent's address is not the same as claimant's, attach explanation) Claimant Street Addre:s& City State Zip Relationship of Claimant to Decedent 4. Probate Fees 1,344 5. Accountant's Fees included wi attorney fe< 6. Tax Return Preparer's Feef; included wi attorney fef 7. Final medical bills, see statement attached 50,849 B. Expenses in connection with real estate held for sale, see statement attached 3,141 9. Final nurlling home expense 16,303 10. Kevin Wickard, appraisal services 25 11. Filing fees to Register of Wills 15 TOTAL (Also enter on line 9 RecaDilulation $ 90472 (If more space is needed, insert additional sheets of the same siZe) REV-1512 EX+ (6-98) AT COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX. RETURN SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Rodney L Wickard FILE NUMBER 21-02-0951 Include unrelmbursed medical expenses. ITEM NUMBER 1. 2. 3. 4. DESCRIPTION VALUE AT DATE OF DEATH Storage fees to Zeigle~s Storage Orrstown Bank, loan processing fee Orrstown Bank, interest paid Chase Gold Visa, final bill 314 400 402 115 TOTAL (Also enter on line 10 Recanitulation \ $ (If more space IS needed, Insert _itional sheets of the same size) 1231 Final Medical Bills Carlisle Regional Medical Center Carlisle Regional Medical Center Carlisle Imaging Carlisle Regional Medical Center Omega Laboratories Cumberland Goodwill EMS West Shore EMS Brownstein & Jeffries Central Penn Medical Group Carlisle Medical Center Carlisle Medical Center Continuing Care RX Omega Laboratories Carlisle Regional Medical Center Nurse Anesthesia of Carlisle Omega Laboratories Continuing Care RX Carlisle Regional Medical Center Nurse Anesthesia of Carlisle Carlisle Regional Medical Center Continuing Care RX Carlisle Regional Medical Center Continuing Care RX Nurse Anesthesia of Carlisle Nurse Anesthesia of Carlisle Continuing Care RX Cardiology Associates Symphony Mobile Carlisle Regional Medical Center Lab Corp Holdings Graham Medical Clinic Blue Mountain Anestesia 40,000.00 1,000.00 24.00 500.00 21.00 628.00 772.00 85.00 248.00 533.00 576.00 500.00 21.00 473.00 61100 23.00 500.00 500.00 200.00 500.00 500.00 200.00 300.00 150.00 150.00 200.00 35.00 214.00 477.00 188.00 120.00 600.00 Total 50,849.00 Expenses in connection with Real Estate held for sale Settlement costs shown on HUD-1 Settlement St $ Real estate taxes $ Utility expenses Funks Well Drilling for water line $ Koughs' Oil Service $ Adams Electric $ Adams Electric $ Kough's Oil Service $ Adams Electric $ Kough's Oil Service $ Carlisle Regional Medical Center $ Souders Plumbing, repair radiator $ Peck's Septic Service, pumping septic tank $ Adams Electric $ Adams Electric $ Total Real Estate expenses 913.00 160.00 193.00 158.00 2.00 37.00 240.00 25.00 236.00 400.00 120.00 490.00 120.00 47.00 $ 3,141.00 \~"",....li.lWJ~l~.},) A. us Depan.... <>fHOIDIaond Urt:.n 0.__ SETTLEMENT STATEMENT Ohlll 1'10 l:.o~ 07-~1 L H J~A i ~. n:n~A 3. [J Conv. Uninl. I 6. file Numbcr: I I e, Mon<>a<>e lns. Cilse'll: 4. V 5. v.leu:. D329J85 7, Loan Number. C."N0111; TlIiIhm............,i...1".._of_...lIon>nr_.^"-pm'o_bf........._I_,....._ l<........-t...'l'OC' ......pm........u........ </>0)...."-........",._"'" D. NAME AND ADDIlESS OJ' BORROWER: DOUGLAS KANN '2)5 BR1CK CHURCH lW NEWVILLe, PA 17241 SHERJ ARMOLD 235 BRlCK CHURCH RDNEWVILLE PA 17241 E. NAME AND ADDRESS OF SELLER: GEORGE 8. WICKARD ROY W. WICKARD R. DUANE WICKARD ADMINISTRATORS ESTATE OF RODNEY L. WICKARD F. NAME AND ADDRESS OF LENDER: WELLS FARGO 4900 CA.R.LISLE PIKE STORE B\ MECHANICSBURG PA 17053 G. PROPERTY LOCATION: 235 8RJCK CHURCH RD NEWVILLE, PA 17241 fL SETTLKMENT AGENT: PLACE OF SETTLEMENT: Nl\fionalReaIE$Il\teln.CormlltionScrvices Cootlct Keith Bruner 1.90 Bilmllf Drive- Pitlsb~r~h, p^ 15205-4601 L SETtLEMENT DATE: DISBURSEMENT DAn: 08/19.12003 'J. SUMMARY OF BORROWER'S} TRANSACTION I K. SUMMARY OF SELLER(S} TRANSACTION 100. GROSS AMOUNT DUr FROM RORgnWER : 4M. GROSS AMOUNT DUE TO SELLER: IOI.Cl)l\ttQC\~les":;<< 80000.00 401. COntr~S~dnnce -- 80,0Q.<!:.QQ 102.PcrsonaJ Pronertv 402. Personal Pro 103. Settlemenl char"'cl to borrower line 1400\ 6 "I9!.Oi 40:'1. 104. '04. 105. 405. Ad' Witments for items naid bv Seller in advance .' Adiustm~ts for items ..~id b" S-lIer in advance 106. Citv/lown taxel 081191200310 IWl12003 5.40 406. Citv/town I"~CC 08/19/2003101213112003 ~"~ 10"1. COunlv lllXC5 0&119/2003 10 12131n003 54.98 407. Countvtaxe5 ..08119/2003 to 1213112003 -.- 54.98 108. Assessments 408. Aue$lmerlU 109 409. \l0. 410. III 41l. 112 4]2. [ 120. Gross Amount Due From Borrower 86.851.45 I". r . Sou.- 80060.)8 :ZOO AMOUNTS PAID BY OR IN BEHALF OF BORROWER' soo REDUCfIONS IN AMOUNT DUE TO SELLEr< . 201. DCTVlsitor carnCltmonev 501, EA-cc!lSdeIXlSilfsceinslrUctions\ 201. ?rinci-:;jamounJofnewloan(s) 83437.25 S02.SettlC"lIlCDIC esloselJer line 1400\ 808.00 203. EA-istin<>!I:)llf1(sllakcnsubimto 503. Existin"'] lI.ts)lakensubicclto 20' 504. Pavoffofflrstmon...."eloan 20S. 50S. Pa"otfofseoondmort a e]OllJJ 20. SO<>. 207 507. 208. SOB. 209 School Taxes 07/0112003 to 08/19/2003 104.93 S09. Seho<ll TIl.lr.e5 07/0112003 to 0811912003 104.93 Adju.umeuti (or items ~~id by Seller in Mdvance Ad'ustmentf for IlCll'III unpa.id byScllc:r III JdvaDcc 210Ci IlownlUt& SID. Citv/towntaxea 211.COWltv~es 511. Countvlaxel 212. Assessments S 12. ASl>e5slTtents 213. 5]3. 214. 514. 2n 5]5. 21. 516, 117 517. 21B. 5[8. 219. 519. III Paid B"lFor JL ......wer 83542.18 520, Total 01l0t Due Seller 912.93 300. CASU AT SEITLEMENT FROMrrO BORROWER: .... EMENT TOfFB.OM SELLER. : lQ.L....Q!'ou Amount due: from borrower rune 120\ I 8685$.451601. Gross amount duc 10 scller line-420 BOt160.J8 302. LeU amounts "aid bv/for bolTower lioe 220\ I B3 5-42.181602. LwreducrioD8 in amt. due Iltller lline 520 912.93 1.(\3, Cas" rvlF .111'0 Borrower I 3.316.Z71 6Bl. r.ash fYTTo 11Fro.... Q..II"~ 79147.45 SUBSTlTUTION FORM 1099 SELLER STATEME.NT: The: inform,uon ccnlaln~ In Blodtli E,G,H '-M! on UM 401(0! If 4-01110 il101&flf.kiol1. "1'19 40~ Qnl1 404) IS iffioportanllax \n~alktnand ltc I:Hlln; tumllhed to IhelnUllnal Rellenue Servioe. If YOll arc required \0 flIe a ratum, a ne;.IIg.I!nor= penally or -othllr undlon will De imposed on you if thla item ill requll'8d to be raported and the IRS determines that it has not bet!n reported. SELU:R, 'tou al1l required by law to fKcwide the ~e\lllm\.nt Ilfent with your co,",ct taxpayer id~II11Cltlon nllmber. If you dO not provide the lle\1lem.,nl ag.,nl with your COlTtd taxpayer Identlf\eallon numbel, )"<Iu m;l~ be 5IJbjeot to eM or crlmlnet penaltfellmpGMd by Jew. Unde: Pl'naltiol of pe~ury, J certify tilth. "umber IhOWl\ (,In thi\.'t'~tlmtln\ i~ rrit coned, \aXpayeridenlll\c8tion number Sellll~ i)' ~. 1/ t il/, ,/. -;>,o~~I:':L t'"-' ,..."(,/2--a-.....J --4b-. ., ,,~~ , ""'~. .'" ------' ..-' .I'~ GEORGE B. WICKARD, ROY W. . WICKARD, R.. DUANE WICKARD ADMINISTR,ATOFiS ESTAry OF R~PN[Y /i:r"""0 iiMt,~;d I _"'.~"'''..J ...~~.,/W_...."..........~ SETfLIMEN1' CHARGES L. 70(l Total SaleslBfoket'f. CommiasiOll. baud on price Paidfi'orn Paid from Borrowe(, Seller's 701. Liitina Realtor Ccmmiuion Fund,al Fund'at 102. Selling ReallDf Cornlriuion Stnl.~l Scfl1emenl 703. ConunlsslOJl oald at Settlemenl 104. 100. ITEMS PAY ABU IN CONNECTION WITH LOAN 801. l.o<III Orilrinarion Fee 802. Lolln Discount To: WELLS FAROO 803, ^ 'sa! fee To: Dvnamic Aocn.isalt 804.Crcdi~ 8()5. 8%. 807. 808. 809. 810. 3400.00 600.00 900. ITEMSRE UlREDBV LENDER TO BE PAIDlN ADVANa Wl.lntcrc5ttrom 902. M e Insurance Premium for 90J.Ha2:ardIn/llJra\\CePremiUl'i'lfor ,.. 00'. 1001. Hazard inJuranco 1002. MOI1"~ e inlUfMCC 1003. Ci taxes 1004. ~ mnncrtv taxes IOOS. Nmual UiCSlmCl'IlS 100<i 1007. ^ TB LENDER ate Accountlnli! A 'ustmllnl 1101. SettlementorcloliD f. To: Nalionalllea] Bslll.te Informarlon Services ~25_00 lHl2.Abstractortitlesearch 1103.TitltlexuninatiOll 1104. Title Wum.l:e \3lru:1<< 1105. Documenl Atation ] 106. NOi.....fces 1]07. AttomeVliFCICI llnc]udtlaboveitcm.nurni;l&lJ:) 1108. Title Insunnce To: NlI1ion&! Real Sltatelnfonnarion Services '762.'75 ~kld..a.~iUlfll!'lUl1l1lm:) - 1109.L.eadet'I<:OVc:rt. . IIIO.OW1llll'.c;QYI'"I $80Q00.OO 1111. En oncmcnl II ] 2. Closinll: Protection Lcncr 1113. CollrietFcc To: National RuJ Ballte Information S<<Vices 25.00 1114. TaJl, Cert fee 10: Natir'mal Real Eltate rnfoImltioD Services 8.00 1100. CaVl:R.NMr.NT CORDlNC IlND'I " " 1201. Record feel: To: CUMBERLAND COtJ'NTI" :RECORDER. OF DEEDS 80.50 1202. Cirv/countY tuI " ]203. SlateIWltllmDS: ] 204, Deed Recordinll Ftc To; CUMBERLAND COUNTY RBCO.R.DER OF DEEDS 35,50 \205. SweTran.stcr Tax To; CUMBER.LAND COUNn' RECORDER OF DEBDS 400.00 400.00 \ 2()6, local 'Tunlf'llr Tax To: t"UMSEB.LAND COUN1Y RECORDER OF DEEDS 400.00 400.00 1)'0. A ONAL stnUMENT CKARCES ] 301. 2003 School ~C6 To: Shirl..... A Armcld Tn ColltttOf 766.32 ]302. I 1303. HOO nn..x CRAllGES I \40<1 Taitt ~l'l'IIc"t Cha....u '..ol.r on IlaD 10.1. Sitdloll J .ad ~12 SKllllJl Kl 6798 07 I lUIROOl I h.... l=-nllMy ~lew8d tIw HUO-1 ~'""" ~WIlIIo ll'\II 'aMI of my k1IowllGIII and bIIItJf, nil. uw and.cc\Q1e 11-<<emflnt or all rer::elpr,;!IAd di.bUIHlnonta made on Il'I)' .a:ounIorllYITlotVlthi.Ir1lI1lllCli(lr\.lf\Jflhe[certlrtlhllll,....,.~.COPVo'HlJOolS.tdIlnem.~. I OO!UlOW.R(S), ''}JRR('),. ! /, ) ,'1/ ij 1'7- _* ;1~ . . .. ,I (I) L<-.;! "",--..(l.<~ DOUGLAS C Be 8.WICKARD,R W.WJC .~UANEWICKARD APM STR:'TOIlS ESTAnOYR.~~E'it-"'lCKA)}D /'i fA!" O/!;'YV1--MiL..-- .~ ~0p.d'2c~lcX/ ~D n..HUD-1 Setlleml!Oflt5ta11111lCfrtVltlk:tl J t\lY'tpraplnd II .~aMaI:CIJ(.lIltOOuntollNltrlllUcti:lt'> \Ill'f&w,\l&ad gfwill...lIMlthfl'und.lobe (/j.bu1~!n ;I(lCCIrdan~wIIh lhIli """'"'" N.(loll.IRtalEatatelD.forlMtlonSf.rric.ts DIlIl' NOTE. T_tw....boellplOrHldb.-.dQflIlllnb'lhe)'IM. Alf/~ralicrIIMIIIlINlIIlhd~lNIlll.1\"ta.Mt.llIIfIl' AlIIlQIlt,bihl__._.elIlWic.a1UC'1lll m~"'It\aW.~pMOI""''oePlldupollN;lllDl~hlbllll. WARN'INQ; III1.crimelakllOMllIItyrI\Ml,..It1Ilemon\IIQIlleUnllMl8Uilelontnlt9fanyOlhl{~fo<m. hNIIIiM\lpOTlt:Qf'rl\dlon...nl/lduoea~neorlrrJ){\lOlllllel1l For d.~_'. TlhUU.S.,~SoIidIon1t10'an4hc1lonl010 FOREST PARK HEALTH CENTER 700 WALNUT BOTTOM ROAD CARLISLE PA 17013-3699 ACCOUNTS RECEIVABLE STATEMENT Statement Date: 09/30/2002 RODNEY WICKARD c/o RODNEY WICKARD 235 BRICK CHURCH RD NEWVILLE PA 17241 & Balance Due: 16,303.27 Account Number: 22151FP Balance Forward: 17,217.92 n-.___~t<;~_~~'lI!!IIlIII!Jlfi:;!~~ 0910612002.0910612002 Van Charge 1.00 12.00 17,229.92 0910612002 - 0910612002 Transportation Attendant 1.00 36.00 17.265.92 0911312002 - 0911312002 Van Charge 1.00 12.00 17.277.92 0912012002 - 0912012002 Van Charge 1.00 12.00 17.289.92 0912112002 - 0912112002 NovaSource 2.0 21.00 49.35 17,339.27 0912412002 - 0913012002 RoomlBoard- Self Pay (7.00) (1.036.00) 16.303.27 TOTAL: (914.65) 0.00 16,303.27 Payment Due Upon Receipt. Please return one copy of the statement with your payment and retain the second copy for your records. Thank you. FOREST PARK HEALTH CENTER: ROONEY WICKARD 22151FP ~ ORRSTOWN BANK TO: Frey & Tiley Attorneys-at-Law 5 South Hanover Street Carlisle, PA 17013 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Rodney L Wickard DECEASED DATE OF DEATH: September 24,2002 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED 108000469 Rodney L Wickard 12/2/97 DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 14,328.92 2.75 (2) SAVINGS ACCOUNT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST (3) CERTIFICATES OF DEPOSIT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST Date: 11/12/02 By: Timothea Customer Service Operator P.O. BOX 250 . SHIPPENSBURG, PA 17257 . TEL. (717) 532-6114 Historical Prices Start: r sepJ..:.) II] 120021 End: r Oct l:J II] 120021 @) Daily () Weekly () Monthly () Dividends Ticker Symbol: Ixprtx I f (jet Data) Oct-Ol-02 7.90 7.90 7.90 7.90 0 7.90 Sep-30-02 7.90 7.90 7.90 7.90 0 7.90 Sep-27 -02 7.92 7.92 7.92 7.92 0 7.92 Sep-26-02 7.92 7.92 7.92 7.92 0 7.92 Sep-25-02 7.96 7.96 7.96 7.96 0 7.96 Sep-24-02 7.97 7.97 7.97 7.97 0 7.97 Sep- 23-02 7.98 8.24 7.98 7.98 0 7.98 Sep-20-02 8.00 8.24 8.00 8.00 0 8.00 Sep-19-02 7.99 7.99 7.99 7.99 0 7.99 Sep-18-02 7.99 7.99 7.99 7.99 0 7.99 Sep-17-02 7.98 7.98 7.98 7.98 0 7.98 Sep-16-02 7.99 7.99 7.99 7.99 0 7.99 Sep-13-02 7.99 7.99 7.99 7.99 0 7.99 Sep-12-02 7.98 7.98 7.98 7.98 0 7.98 Sep-II-02 7.99 7.99 7.99 7.99 0 7.99 Sep-l0-02 7.99 7.99 7.99 7.99 0 7.99 Sep-09-02 7.99 7.99 7.99 7.99 0 7.99 Sep-06-02 7.99 7.99 7.99 7.99 0 7.99 Sep-05-02 7.99 7.99 7.99 7.99 0 7.99 Sep-04-02 7.99 7.99 7.99 7.99 0 7.99 Sep-03-02 7.98 7.98 7.98 7.98 0 7.98 1/20/03 12:20 PM ADVERTISI 70% of all people have bad en 100% can do something about ... Take charge of your credit prof with ClearCredit A Truly Risk-Free OpportUI If C!earCredit does nothing, just $7.95 per disputed ~tem th:at's all. And unf,ike otherE when items are successfully report as a result of these d No catches! No gimmicks! No initial fee! No monthly 1 Download Spreadsheet Format * adjusted for dividends and splits Dlease see F AO. http://charLyahoo.com/d?a=8&b=1 &c=2002&d=9&e=1 &f=2002&g=d&s=xprtx Page 2 of 3 Kevin M. Wickard 140 Pleasant Hall Road Carlisle. PAl 7013 (717) 241-534] November 27, 2002 Rodney Wickard Estate 235 Brick Church Road Ne",ville, PA 17241 I, the undersigned appraiser, have personally inspected the articles listed on the attached summary. To the best of my knowledge, the values stated arc true and correct as of November 27, 2002. 1 have found most items to be in good condition and have taken into account both physical and functional depreciation in arriving at conclusion of value. I further certifY that I have no personal interest in this property and that neither my employment nor compensation is contingent upon the valuation of this propelty. In my opinion the fair market value of the items contained in the estate of Rodney Wickard of November 27, 2002 is $4,745.00. Respectfully submitted, ~lJ-1d~ /1-,,2$.tJ ;:2. Kevin M. \Vickard .J. clsotJ STORAGE Ciaw foot table 3 pc. Oak Bedroom suite 3 pc. Oak Bedroorn suite \v{ fancy headboard $300.00 <)00.00 5 pc. Cherry Bedroom "uitt:: DUling room suite 1200.00 800.00 400.00 (J-E StO\'~ 10,00 Zenith TV 3 Odd Chairs "'>(\/\.. LV.\)\.! S,OO r, ml_ n ~ ..1. Tl __ _ _..1 \ Ji.tl\. ,,)IU~ IHMIU Cedar Wardrobe 1.{)O ('III J\JV.HV \00,00 HOUSE C)uilting Frmn;.; 2'i.on ~" nn .JV.\JV 100,nO 100.00 2;,(10 !O,()() 5.00 25.00 100.00 25,00 40.00 25,00 25.00 40,00 25.00 lU.Uv . D'1('1, 1\;fr.HJ,::>.t. .... ''',.n' '-'....V"n...,.. j horse cultivator Svr:l'~! l...t~ n In",/ '-.' ~..._._.~- r~~ " /\.nvii Meat Rench 1 __"__om' LUlllIJel hie Cabmet Water pump I\lis:.:. "rools in bmn Chest Freezer Tahle '~'ii 4 Chairs Kitchell Refhge:ratc,-j Lpri~ht Freezer n,.,_.,,~~ f' .....:.,:F~~'.,.."-;-_,_ l.'\.UUl11 D.....lllS..,ldlVl LIving Room tUl11iture, TV, de. rH:DROOM 2 Cast Iron pes, Mise. in Bedroom Douhlc Bed and Night stand 20,00 10.00 2(l.(lO TOTAL $4,745,00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BU~EAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 REV-1162 EX(1 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013 __n____ fold ESTATE INFORMATION: SSN: 200-36-7607 FILE NUMBER: 2102-0951 DECEDENT NAME: WICKARD RODNEY l DATE OF PAYMENT: 02/02/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/24/2002 NO. CD 003510 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $410.30 I I I I I I I I t TOTAL AMOUNT PAID: $410.30 REMARKS: CHECK# 276 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE :INHER:ITANCE TAX STATEMENT OF ACCOUNT '* REV-IU7EkIFPUI_IS) Reece';:::'" ~ of Re(:" ,;-" ROBERT G FREY FREY & TILEY 5 S HANOVER ST CARLISLE "04 MAR 12 Pl :47 DATE ESTATE OF DATE OF DEATH FILE NUI4BER COUNTY ACN 03-08-2004 WICKARD 09-24-2002 21 02-0951 CUMBERLAND 101 AlIOunt R..i tteel RODNEY L Clen. (I:vlnit~ltU MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, s~it the upper portion of this for. with your t.x payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V-=i6Cfj-EX-AFP-fiiFolY------ii.-jilHE"iiiT"ANCE"-jix-STATEME"lij-o"-iccoiJiW-..il--------------------- ESTATE OF WICKARD RODNEY L FILE NO. 21 02-0951 ACN 101 DATE 03-08-2004 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE IW1ED ESTATE. SHOIIN BELDlI IS A SUHMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-19-2004 PRINCIPAL TAX DUE: _____________,_ 21,546.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-10-2003 CD003219 .00 21,546.00 02-02-2004 CD003510 410.30- 410.30 TOTAL TAX CREDIT 21,546.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. I Name of Decedent: Date of Death: STATUS REPORT UNDER Rodney L. Wickard September 24, 2002 RULE 6.1~ Will No. 21-02-0951 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 (X) No ( ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 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: (c) Did the personal representative state an account informally to the parties in interest? Yes (X) No ( ) (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: March 23, 2004 Signature Robert G. Frey Name (Please type or print) 5 South Hanover Street .~. ~ ~ Carlisle, Pa 17013 ~'~!D Address {717) 243-5838 Telephone No. Capacity: (~ ) Personal Representative '~' ~X ) Counsel for personal representative BUREAU OF ZNDTVZDUAL TAXES INHERITANCE TAX DTVZSTON DEPT. 280601 HARRTSBURG, PA 17128-D601 ROBERT G FREY FREY & TILEY 5 S HANOVER ST ~ CARLISLE PA 17015' CONNONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 01-19-200~ WICKARD 09-2~-2002 21 01-0951 CUHBERLAND 101 Amount REV-I;~i? EX AFP (01-03) RODNEY L HAKE CHECK PAYABLE AND REHZT PAYHENT TO= REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (:01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF WICKARD RODNEY L FILE NO. 21 02-0951 ACN 101 DATE 01-19-2004 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. RaaZ Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) ($) 4. Nortgagas/Notes Receivable (Schedule D) (4) E. Cash/Bank Daposits/Hisc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expensas/Adm. Costs/Nisc. Expanses (Schedule H) (9) 10. Debts/Hortgege Liabilities/Liens (Schedule [) (10) 11. Total Deductions 12. Nat Value of Tax Return 80/000.00 O0 O0 170/439 O0 20~817 O0 O0 O0 (8) 90,472.00 NOTE: To insure proper credit to your account, submit the upper portion of this form wi~h your tax payment. 15. 14. NOTE: 171,256.00 (151 .00 X O0 = .00 (161 .00 X 045= .00 (17). 179,55:5.00 X 12 = 21,546.00 (18) .00 X 15 = .00 (19)= 21,5~.6.00 BALANCE OF UNPATD INTEREST/PENALTY AS OF 11-11-2003 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ANOUNT PAID 21,5~6.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ASSESSNENT OF TAX: 1.;. Amount of Llne 14 at Spousal rata 16. Amount of Line 14 taxable a~ Lineal/Class A rata 17. Amount of Line 14 at Sibling rata 18. Amount of Line 14 taxable at Collatera1/CZass B rata 19. Principal Tax Due TAX CREDITS: PAYHENT RECE/P1 DISCOUNT (+) DATE NUHBER INTEREST/PEN PA/D (- 11-10-200:5 CD005219 .00 21,5~6.00 .00 ~10.30 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REgUZRED. ,/ ZF TOTAL DUE ZS REFLECTED AS A "CREDIT' (CR), YOU HAY BE DU A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (13) . O0 Net Value of Estate Subject to Tax (14) 179,553.00 Zf an assessment ~as lssued prev/ously, lines 1~, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that include the total of ALL returns assessed to date. 1,2:51.00 (11) 61.703.00 (12) 179,55:5.00