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HomeMy WebLinkAbout04-0447 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estataof Jack G. Sittman No. 2{- also known as , Deceased Social Security No. ~ Sandra Lee Cameron Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) [--~ A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut nazr~in the last Will of the Decedent, dated 07/07/lCAi~ codicil(s) dated None Decedent's spouse, Jean A. Sittman, predeceased testator (Date of Death-1/12/04) State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: none [--~ B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: 7,~ [ Name Relationship '~' Residence I (COMPLy- I u. IN ALL CASES:) Attach additional sheets if necessary. · Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last~mily or principal residence at 3117 Yale Ave., Borough of Camp Hill, Camp Hill, PA 17011 (list street, number, and municipality) Decedent, then '~/ years of age, died 04/28/200Zat _~'~.~'~.~/2J.4~L. ~"~-~'(Location) /'~Z/-~/'/I ~;/X,,[-/~f /~. Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ 3,000o 00 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ 136,000.00 situated as follows: 3117 Yale Ave., Borough of Camp Hill, Cumberland Co., PA Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of I,etters in the appropriate form to the undersigned: / Signature Typed or printed name and residence · )~..~.. ~.. //~/~..~ Sandra Lee Cameron _ _ ~ J; . ~r;-~ 1928 Jody Lane, Carlisle, PA 17013 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland 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 Decedent, Petitioner(s) will well and truly administer the estate according to law. Sandra Lee 6~ameron before me this~j~fa¥ et , Estateof Jack G. Stttman Deceased Social Security No: Date of Death: 04/28/2004 ANDNOW, ~ ~._\ ~,_p ,2C,~. ,inconsideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [-~---~tamentary ~ministration (c.t.a.; d.b.n.c.ta.; pendente lite; durante absentia; durante minoritate) are hereby granted to Sandra Lee Cameron in the above estate and that the instrument(s) dated 07/07/1988 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... , Short Certificate(s) ..... $ · I Renunciation ........ $ Attorney: Robert. C. Saidis Affidavits ( ) .... $ I.D. No: 21458 Saidis, Shuff, Flower & Lindsay Extra Pages ( ) .... $ ~ ~, . C:~ ~ Address: 2109 Market Street Codicil ........... $ Camp Hill, PA 17011 JCP Fee .......... $ ~ 13 , C.~ ~ Telephone: 717/737 - 3405 Inventory .......... $ Other ........... $ TOTAL ......... $ ~(~C~. C~'~ Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW- 1 (1991) 105.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as 1,ocal.Registrar'. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 0040578 No. ~ - 'Date H105 t43 Rev ~e7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH ° VITAL RECORDS ~.,'E,~...T CERTIFICATE OF DEATH ........Bt ACK ,NKT NAME OF DECEDENT (Firs,. M. ) ...... iSEX~ i S~,AL SECURITY NUMBER DATE OF OEATH ( ...... Day) ,,. ~ e& ~5 ~5[~ RESIDENCE de~nl (S INFOR~N~S MAIL~DD~ESS (SI~. q~ff~. SI~ ~p ~} / ,~7~ .......... .. ....... f~, o...~ LO~TION {S ........ ~ ....... I I ~O~NCI~G A~D CERIIFYINfi PHY$~N (Ph~sicmn ~ ~on~ang ~Nh ~ ~i~i~ to ~u~ o¢ ~a~ I . __ [ DA1 E ~IGNEO (M~lh Day Year) . .......... , ..... ..,. ....... ~ ...... , ........... ., ...... ..-.,. ..... ~., .............. ,. ...................... o ...~o-oH0~ I I'cI,,..q/qloq Page 1 of 5 LAST WILL OF '04 i'i~%¥ -6 '.ii! "t JACK O. SITTMAN I, Jack G. Sittman, domiciled and resident of the Borough of Camp Hill, County of Cumberland, Commonwealth of Pennsylvania, declare that this document is my last will and that I hereby revoke any wills previously made by me. IDENTIFICATIONS I am married to Jean A. Sittman ("my wife"). We have two children, Sandra Lee Cameron and Ella Jean Poland; neither is a minor. II. PAYMENT OF EXPENSES, DEBTS, AND TAXES I direct my executrix to pay medical, funeral and administrative expenses and all taxes payable by reason of my death, before any division of my estate. My executrix shall not attempt to have any part of such taxes apportioned among the recipients of property includible in determining the amount of such taxes. Proceeds of insurance on my life up to the maximum allowable as an exemption from Pennsylvania Inheritance Tax and distributions from pension plans exempt from federal estate tax, all of which are payable to any beneficiary (other than my estate), shall not be used to pay debts, taxes Page 2 of 5 expenses of administration or other charges against my estate. III. WIFE SURVIVING If my wife survives me, I give, devise and bequeath to her all property which I own, or over which I have a testamentary power of appointment. IV. WIFE FAILING TO SURVIVE If my wife does not survive me, then I give, devise and bequeath all property which I own or over which I have a testamentary power of appointment in equal shares to my children. If either of my children does not survive me, her share shall be distributed to her children, per stirpes. If any issue is a minor at the time of such division, his share shall be held in trust by his father until said issue attains the age of twenty-one (21) years. If his father does not survive me then said issue's guardian is hereby appointed trustee. V. FIDUCIARIES Executrix: I nominate and appoint my wife as executrix of this will to serve without bond. If she does not survive me, declines to act, or, having qualified, resigns, dies or is removed, I nominate my daughter Sandra Lee Cameron as executrix. If she does not survive me, Page 3 of 5 declines to act, or, having qualified, resigns, dies, or is removed, I nominate my daughter Ella Jean Poland as executrix. All successor executrix' are to serve without bond. Powers: I give my fiduciaries, including successor fiduciaries, all the powers contained in Chapter 71 of the Pennsylvania Decedents, Estates and Fiduciaries Code at the time of the execution of this will, and those powers are incorporated by reference. VI. MISCELLANEOUS Survival Defined: No person shall be deemed to have survived me or to be living at my death if he shall die within ninety (90) days after my death. Issue Defined: The term issue means all lineal descendants, immediate and remote, living on the date the persons who comprise that class must be ascertained. When distribution is to issue, per stirpes, distribution shall be by right of representation, my children to be the stocks. No Implied Contract: This will is being executed on the same date as is the will of my wife; but in no event shall our wills be considered joint or mutual, it being our express intention that the survivor shall in no way be restricted in the use, management, enjoyment, or disposition of his separate estate of property received under the other's will. IN TESTIMONY of which I now sign this will, in the presence of Page 4 of 5 witnesses whose names will appear below, and request that they witness my signature and attest to the execution of this will, this ~-day of ~ , 19~ , at Harrisburg, Dauphin County, Pennsylvania. Jack G. Sittman, in our presence, signed this instrument. Before he signed it he declared to us that it was his will and requested that we act as witnesses to its execution. We believe him to be of sound mind, possessing testamentary capacity, and not subject to undue influence, fraud, or coercion. We now, in his presence, and in the presence of each other, sign below as witnesses, all on this ]~J~- day of ~ , 19 ~, at/~sbu~, Daup~ ~y, Pennsylvania. ,7 r n ~~/~~'--~~~~ , esidi g at C0~0N~E~TH OF PENNSYLV~IA~ s~gned to the foregoing ~nstrument, beSng duly qual~fSed according to law, do depose and say that we were present and saw testator s~gn and execute the ~nstrument as H~s Last ~11; that Jack G. 8~ttman s~gned Page 5 of 5 and that Jack G. Sittman executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as witnesses; and that to the best of our knowledge the testator was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. SWDRN OR AFFIRMED to and subscribed to before me by~~. ~Jh , ANNE MARIE SYPNIEWSKI, Notary Publ:c Dauphin County Ny Commission Expires July 2, 1990 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Jack G. Sittman Date of Death: April 28, 2004 Will No. 21-04-0447 Admin. No. To the Register: I certify that notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above- captioned estate on April 27, 2004. Name Address Sandra Lee Cameron 1928 Jody Lane, Carlisle, PA 17013 Ella J. Poland 433 Sioux Drive, Mechanicsburg, PA 17050 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Robeff C. SardiS, Es~ire 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: ,,, Personal Representative X Counsel for Personal Repres ve c5 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(1 ] -96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 1 ? 128 0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND FSTATE TAX OFFICIAL RECEIPT NO. CD 0O4206 CAMERON SANDRA LEE 1928 JODY LANE CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER - fold .......... 101 $7,600.00 ESTATE INFORMATION: FILE NUMBER: 2104-0447 DECEDENT NAME: SITTMAN JACK G DATE OF PAYMENT: 07/28/2004 POSTMARK DATE: 07/28/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/28/2004 TOTAL AMOUNT PAID: $7,600.00 REMARKS: S LCAMERON CHECK# 1327 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA REV 1162 EX(q 1 96) DEPARTMENT OF REVENUE BUREAU OF INDfVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004268 SAIDIS ROBERT C 26 W HIGH STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ..... laid 101 $2,522.48 ESTATE INFORMATION: FILE NUMBER: 2104-0447 DECEDENT NAME: SlTTMAN JACK G DATE OF PAYMENT: 08/13/2004 POSTMARK DATE: 08/1 3/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/28/2004 TOTAL AMOUNT PAID: $2,522.48 REMARKS: CHECK# 1330 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS OFFICIAL USE ONLY BEV-, oo x+l -ool REV-1500 OOMMONWE^LT' OFPENNSYLVAN'^ NHERITANCE TAX RETURN F LE eEPA.TMENTOFRCVENUE RESIDENT DECEDENT 21-04-0447 DEPT. 280601 COUNTY CODE YEAH NUMBER HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SCCIAL SECUR{TY NUMBER D E Sittman Jack G. CE DATE OF DEATH (MM-DO-YEAR) [ DATE OF BIRTH (MM-DD-YEAR} D 0g¢/~8~/'~04 I 12/24/1924 REGISTER OF WILLS E (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER N T cAPB 4. Limited Estate . ~e~j~r~£§~ Comprornise (date of death after 12-12- 5. Federal Est at e Tsx Return ~ ~ A C (Ailach copy of Will) 6~e~opy of Tn~st) TK KOEs [] 9. U,igationProceedsReceived[~]10. Spousal Poverly Credit [] 11. Elect,ontotaxunderSec9 C .~. Robert C. Saidis FIRM NAME (If App~icaDle} 2109 Market St. i ~ Saidis, Shuff, Flower & Lindsay Camp Hill, PA 17011 S T TELEPHONE NUMBER 717/737-3405 - '- 1Real Estate (Schedule A) (1) 129 , 5(~ ~00 ~ OFFICIAL 0SE ONLY 2Stocks and Bonds (Schedule B) (2) ["]or~e 3Closely Held Corporation, Partnership or (3) 1,['~Tone 4Mortgages & Notes Receivable (Schedule D) (4) None R 5Cash, Bank Deposits & Miscellaneous Personal Property (5) 58,500.25 E C (Schedule E) A 6Jointly Owned Property (Schedule F) (6) 68,632.49 [~ [~eparate Billing Requested uT 7inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None L (Schedule G or L) A (8) 256,632.74 T 8.Total Gross Assets (total Lines 1-7) I 9Funeral Expenses & Administrative Costs (Schedule H) (9) 12,875.22 O N 1O;)ebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 9,924.71 11Total Deductions (total Lines 9 & 10) (11) 22,799.93 l~let Value of Estate (Line 8 minus Line 11) (12) 233,832.81 13Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been 13) made (Schedule J) l~let Value Subject to Tax (Line 12 minus Line 13) (14) 233,832.81 C O SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M [ I~ 1 ~,mount of Line 14 taxable at the spousal tax T rate, or transfers under Sec. 9116(a)(1.2) X .0 0 (15) 0.00 X 16~mount of Line 14 taxable at lineal rate 233,832.81 X .0 45 (16) 10,522.48 I 17Amount of Line 14 taxable at sibling rate X .12 (17) 0.00 NO 184kmount of Line 14 taxable at collateral rate X .15 (18) 0.00 19Tax Due (19) 10,522.48 Copyright (c) 2000 form software only I~e Lackner Group, Inc. Fo~m REV-1500 EX (Rev 6-00) Decedent's Complete Address: Sq'REETADDRESS 3117 Yale Ave. CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1.Tax Due (Page t Line 19) (1) 10,522.48 2Credits/Payments A. Spousal Poverty Credit 0.00 B. Prior Payments 7,600.00 C. Discount 400.00 Total Credits (A + B + C ) (2) 8,000.00 3~nterestJPenalty if applicable O. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 0.00 4if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 20 to recluest a refund (4) 0.00 5if Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,522.48 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE, (5B) 2,522.48 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1Did decedent make a transfer and: Yes No a. rotain the use or income of the property transferred; ......................... b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. receive the promise for lite of either payments, benefRs or care? ................... 2if death occurred after December 12, 1982. did decedent transfer property within one year of death without receiving adequate consideration? ................................ [] [] 3Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. [] [] 4Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pedu[7.1 deClare that I have examined this return, including accompanying schedules and statements, and to the best c~ my knowledge and belief, it is tn~e. correct and complete Declaration of preparer other than the personal representative is based on all inf etrnation of which preparer haS any knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Sandra Lee C~J]l, eron i~: / A ? ~ :, ~/~ //~ . 1928 Jody_ Lane /~/ SIGNATUREOFPREP~FJ;r~-EHERTHANREPRESENTAT]VE Saidis, Shuff, Flower & Lindsay ~/'~/L//~ 2109 Market St. A .~' ........ ~i-f ~- i~-- iV6ii- ........................ T E 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.S. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after Juty 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 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 P.S. 9116(1.2) [72 P.S. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form sofiware only T,e Lackner Group. Inc Form REV- 1{~00 BX (Rev 6-00) REV-1502 EX + (1-97) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Jack G. Sittman 04/28/2004 21-04-0447 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which properb/would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, beth having reasonable knowledge of the relevant facts. Real property which is jointly-owned with ri~lht of survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 1 3117 Yale Ave., Borough of Camp Hill, Cumberland County, PA 129,500.00 (based on sale price -see settlement statement attached) TOTAL (Also enter on line 1, Recapitulation) 12 9,5 0 0.0 0 (if more space is needed, insert additional sheets of the same size) For~ REV-1502 EX (R~v 1-97) Copynght (¢) 1996 form software only CPSystems, Inc. REV-150§ EX + (1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA ,NHER~TANDET~<RETUSN PERSONAL PROPERTY RESIOENT DECEDENT ESTATE OF FILE NUMBER Jack G. Sittman 04/28/2004 21-04-0447 nclude the proceeds of litigation and the date theproceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedu · F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2002 Ford Taurus automobile 5,795.00 (value based on Kelley Blue Book) 2 Bethany Center Apts., refunds 1,120.25 3 Bethany Village, refund of entrance fee 51,585.00 TOTAL (Also enter on line 5, Recapitulation) $ 58,500.25 (If more space is needed, insert additional sheets of the same size) Copyfigh~ (c) 1996 form software only CPSystems, Inc Form REV- 1508 EX (Rev 1-97) REV-1509 EX + (1-97) SCHEDULE F COMMONWEALTH OF RENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Jack G. Sittman 04/28/2004 21-04-0447 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Sandra L. Cameron 1928 Jody Lane daughter Carlisle, PA 17013 JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name ~ financial instit~ion and bar DATE OF DEATH DECD'S VALUE OF account number or similar ~dentifying numb( NUMBER TENANT JOINT Affach de. for jointly-held malest~e VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A 05/08/92 PSECU, regular share acct. 7,339.66 50.00% 3,669.83 ~0207167797 2 A 05/08/92 PSECU, checking acct. 17,047.11 50.00% 8,523.56 ~0207167797 3 A 05/08/92 PSECU, 6 month CD -1 29,796.49 50.00% 14,898.25 4 A 05/08/92 PSECU, 6 month CD -3 13,337.03 50.00% 6,668.52 5 A 05/08/92 PSECU, 6 month CD -4 9,561.50 50.00% 4,780.75 6 A 05/08/92 PSECU, 6 month CD -5 12,039.58 50.00% 6,019.79 7 A 05/08/92 PSECU, 6 month CD -6 8,333.08 50.00% 4,166.54 8 A 05/08/92 PSECU, 6 month CD 6,862.74 50.00% 3,431.37 9 A 05/08/92 PSECU, 6 month CD 6,889.32 50.00% 3,444.66 10 A 05/08/92 PSECU, 6 month CD 10,880.18 50.00% 5,440.09 11 A 05/08/92 PSECU, 6 month CD 683.74 50.002 341.87 12 A 05/08/92 PSECU, 6 month CD 2,088.23 50.001 1,044.12 13 A 05/08/92 PSECU, 6 month CD 6,217.03 50.00' 3,108.52 14 A 05/08/92 PSECU, 6 month CD 6,189.23 50.00%' 3,094.62 TOTAL (Also enter on line 6, R~apitul~ion) $ 68,632.49 (If more s~ce is ne~ inseR ~ditional she~s of the same siz~ REV*~ E× · 1~-971 SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Jack G. Sittman 04/28/2004 21-04-0447 Debts of decedent must be reported on Schedule I. iTEM NUMBER DESCRIPTION AMOUNT A. :UNERAL EXPENSES: Neill Funeral Home 292.36 Funeral Luncheon 174.24 Flowers 80.29 B. ~,DMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Att0rney'sFees Saidis, Shuff, Flower & Lindsay 2,700.00 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 269.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs The Patriot News, estate notice 140.05 Cumberland Law Journal, estate notice 75.00 Register of Wills, filing fee for tax return 15.00 Settlement costs: 9,018.18 Realtor~s commission 9,065.00 Notary 10.00 Transfer Tax 1,295.00 Tax Certification 7.00 (less credit for pro-rated taxes in the amt. of $358.82) Telephone and postage expenses 66.10 Thank you notes 24.00 Mileage expenses 21.00 TOTAL (Also enter on line 9, Recapitulation) 12,875.22 (if mere space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSyst ems, Inc For¢~ REV-1511 EX (Rev 1-97) REV-1512 EX + (1-97) SCHEDULE I COMMONWEALTHOFP~NNS~LVA.,A DEBTS OF DECEDENT, ,..E.,T^NCE.AX.E~U...ES,~.T~C~.~ MORTGAGE LIABILITIES, AND LIENS ESTATE OF FILE NUMBER Jack O. Sittman 04/28/2004 21-04-0447 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Verizon telephone 135.98 2 UCI utilities 328.63 3 Bethany Center 6,890.25 4 PA American Water 35.73 5 Hospice Residence 2,100.00 6 Penn Waste 50.74 7 PPL Utilities 65.24 8 Nationwide Insurance 189.05 9 SERS, reimbursement for pro-rated amount 129.09 TOTAL (Also enter on line 10, Recapitulation) 9,924.71 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc Form REV-lsl 2 EX (Rev. 1-97) REV-1513 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES ~NHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Jack G. Sittman 04/28/2004 21-04-0447 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outdght spousal dist~ butions, and transfers under Sec 9116(a)(1 2)] 1 Sandra Lee Cameron daughter 1/2 of estate 1928 Jody Lane Carlisle, PA 17013 2 Ella J. Poland daughter 1/2 of estate 433 Sioux Drive Mechanicsburg, PA 17050 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18~ AS APPROPRIATEr ON REV 1500 COVER SHEET II. ',ION-TAXABLE DISTRIBUTIONS: SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc, Form REV-1513 EX (Rev 9-00) BETHANY CENTER APARTMENTS ACCOUNTS RECEIVABLE STATEMENT 3*-5 WESLEY DRIVE Statement Date: 05/05/2004 MECHANICSBURG PA 17055- _~,~~.~_ Balance Due: (213.75) JACK SITTMAN OXFORD/128/A Account Number: 2021 ~lease detach and remit this portion with your payment Balance Forward: (213.75). ~ T Date ~ i Description i[Days/Un ts i Ch~r§e C.M. DETWEILER, INC. TBA HOWARD HANNA DETWEILER REALTY 5 v~s~ ~oo~-~ o~/~/o4 ~o~.so 9o~.so o.oo o~.~o.) TRX DESCRIPTION: SRES Rebate $906.50 Bethany Village Sittman Entrance Fee Refund Calculation Entrance Fee Type: Standard B (5 Year) Monthly Amortization Entrance Fee Deposit 54,300 Feb-04 (905) 53,395 Mar-04 (905) 52,490 Apr-04 (905) ~~5,, Entrance Fee Balance ~ 51,585/,), * Calculated using A.V. Powell Entrance Fee SofTware Kellex Blue Book Used Car Values Pa~ge I of 2 Kelley Blue Book THE TRUSTED RESOURCE BLUE BOOK TRADbIB VALUE Pennsylvania · May '10, 2004 2002 Ford Taurus SE Sedan 4D See Local Listings of This Car List Your Car For Sale Online Buy a New Car Free Lemon Check Auto Loans from 3.85% APR Engine: V6 3.0 Liter Insurance Quote Trans: Automatic Payment Calculator Drive: Front Wheel Drive Rileage: 40,000 Equipment Air Conditioning Tilt Wheel Dual Front Air Bags Power Steering Cruise Control Alloy Wheels Power Windows AM/FM Stereo Power Door Locks Cassette Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean title history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value, most recent model cars owned by consumers fall into this category. Trade-In Value $5,795 Trade-in value represents what you might expect to receive from a dealer for this consumer owned vehicle. Keep in mind that the dealer must then absorb the cost of making the ve.h c e ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the vehicle for any mechanical or safety problems. ~he fin~noi~l Ma) 4, 2004 Account # 0207167797 ROBERT C SAIDiS C/O SAIDAS SItUFF FLOWER & LINDSAY 26 WEST ItlGIt ST CAILLiSLE, PA 17013 Dea~ MR SAIDIS: The following is the status of JACK SITTMAN's account with PSECU as of the date of death. .]oint Ox~qmr's Name SANDiLA L CAMERON, ADDED 05.08.1992 AS JOINT TENANT W/ROS Date Established 07.15.1979 Date of Death 04.28.2004 Date of Bir~h 12.24.1924 Share(s) Balance Accrued Dividend Regular Shares (Si) $ 7,338.79 $ 0.87 Checking Shares (S4) 17,042.97 4.14 6 Month Certificate-I (S50) 29,765.88 30.61 6 Month Certificate-3 (S52) 13,323.33 13.70 6 Month Certificate 4 (S53) 9,530.41 31.09 6 Monflx Certificate-5 (S54) 12.027.22 12.36 6 Month Certificate-6 (S55) 8.328.60 4.48 6 Month Certificate (S56) 6,856.20 6.54 12 Month Certificate (S57) 6,880.72 8.60 6 Month Certificate (S58) 10,869.81 10.37 6 Month Certificate (S59) 683.04 0.70 6 Month Certificate (S60) 2,086.09 2.14 6 Month Certificate (S61) 6.210.64 6.39 6 Month Certificate (S62) 6,182.88 6.35 Loan(s) Balance Accrued Interest Personal Sci-vice Loan (L1) $ 0.00 S 0.00 VISA (L9) 0.00 0.00 Thc dividend earned from January 1, 2004 tlu'ough the date of death was S737.26. The decedent had no loans with us. We do not have safe deposit boxes for our members. If you have any questions, please call 234-8484 in Harrisburg or om toll-fmc number, (800) 237-7328. At thc menu prompt, enter 6 and then extension 2227. Sincerely, Mcalcie F ail/'Pax Member Service Representative Finance Support Unit PENNSYLVANIA STATE EMPLOYEES CREDIT UNION Main Address: 1 Credit Union Place Harrisburg, PA 17110-2090 - (717) 234-8484 · (800) 237 7328 Maiim9 Address: PO Box 67613 Harrisburg PA 17106 7013 · (717) 777-2100 (TDD) - (800) 472 1967 (TDD) Page 1 of 5 LAST WILL OF JACK G. SITT~E%N I, Jack G. Sittman, domiciled and resident of the Borough of Camp Hill, Oounty of Cumberland, Commonwealth of Pennsylvania, declare that this document is my last will and that 1 hereby revoke any wills previously made by me. iDENTIFiCATiONS I am married to Jean A. Sittman {"my wife"). We have two children, Sandra Lee Cameron and Ella Jean Poland; neither is a miner. Ii. PAYMENT OF EXPENSES, DEBTS, 7d{D TAXES I direct my executrix to pay medical, funeral and administrative expenses and all taxes payable by reason of mI' death, before any division of my estate. My executrix shall not attempt to have any part of such taxes apportioned among the recipients of property includible in determining the amount of such taxes. Proceeds of insurance on my life up to the maximum allowable as an exemption from Pennsylvania Inheritance Tax and distributions from pension plans exempt from federal estate tax, ail of which are payable to any beneficiary (other than my estate), shall not he used to pay debts, taxes Paga 2 05 < expenses of administraUion or o~her charges against my estate. Iii. WiFE SURVIVING If my wire survives me, i give, devise and bequeath to her all property which i own, or over which I have a testamentary power of appointment. IV. WIFE FAILING TO SURVIVE if my wife does not survive me, Then I give, devise and bequeath all property which I own. or over which I have a testamentary power of appointment in esual shares to my children. If either of my children does not survive me, her share shall be distributed tc her children, per stirpes. If any issue is a minor at the time of such division, his share shall be held in trust by his father until said issue aria±ns the age of twenTy-one (21) years, if his father does no~ survive me then said issuers guardian is hereby appointed V. FIDUCIARIES Exe£utrix: i nominate and appoint my wife as execuEr±x of this will to serve without bond. If she does xot survive me, declines te ae~ or, having qualified, resigns, dies or is removed, I nominate my PaRe 3 of 5 declines to act~ or, haviag qualified, resigns, dies, or is removed, I nominate my daughter Ella Jean Poland as executrix. Ail successor execu£rix~ are to serve without bond. Powers: I give my fiduciaries, ±nc]uding successor fiduciaries, all the powers contained in Chapter il os the Pennsylvania DecedenEs, Estates and Fiduciaries Code at the time of the execution of this will, and ~hose powers are insorporated by reference. VI. MiSCELLf~NEOUS Survival Deflned: No person shall be deemed to hsve survived me or to he living at my death if ne shall die within ninety {90) days after my death. issue Defined: The term issue means all lineal desaendants, immediate and remote, livin8 on ~he da~e ~he persons WhO comprise tha~ class muse be ascertained. R~en distribution is to issue~ per stirpes, distribution shall be by right of representation, my children to be the stocks. No Implied Contract: This will is being executed on the same date as is the will of my wife~ bu~ in no event shall our wills be considered joint or muTual~ it being our express intention that the survivor shall in no way be restricted in the use, management~ enjoymenE, or disposition of his separate estate of property received under the other's will. IN TESTIMONY of which I now sign this will, in the presence of Page 5 of 5 and that Jack G. Sittman executed it as his Lree and voluntary act for the purposes therein expressed; that each of us in the hearing and sight o£ the testator signed the will as witnesses; and that to the best of our knowledge the testator was at that time eighteen (i$) or more years of age, of sound mind, and under no constraint or undue influence. ANNE MARIE SY?NIEWSKI, NotaPy PuDI: Dauphin County My Commission Expires July 2, 1990 12[)3. StateTaxiStamps LAW OFFICES SAIDI$, $HUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET JOHN E. SLiKE CAMP HILL, PENNSYLVANIA 17011 ~ ROBERT C. SAIDIS TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 26 WEST HIGH STRERT CARLISLE, PA 17013 GEOFFREYS. SHUFF EMAIL: attorney@ssfl-law.com TELEPHONEi: (717)2496222 JAIV~S D. FLOWER, JR FACSIMILE: (717)243-6486 CAI~OL J. LINDSAY MATI'HEW J. ESHELMAN't LiZard Certified CrcdlWr s' THOMAS E. FLOWER Rights R=pr¢~enmnon LINDSAY GINGRICH MACLAY JACLYN SMITH ~ HILL August 12, 2004 Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Re: The Estate of Jack G. Sittman File No. 21-04-0447 Dear Ladies: Enclosed is an original and two copies of an inheritance tax return for the above estate. Also enclosed are two checks, one for the filing fee and the other for the tax due. Please return a time-stamped copy of the return in the envelope provided. Thank you. Very truly yours, SAIDIS, SHUFF, FLOWER & LINDSAY Shelby L./Ying?ng, Estate Paralegal , /sly Enclosures ~..x~_ ~\C COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE , ESTATE OF SZTTMAN JACK G DATE OF DEATH Oq-Z8-200q FILE NUMBER 210q-Oqq7 ~'~ ~]~UNTY CUMBERLAND ROBERT C SAIDIS ACN SAIDIS ETAL I Amoun~ Reai~ed I 2109 MARKET ST CAMP HILL PA 17011[~!;,~ ~ HAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LZNE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-15~7 EX AFP [01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF SZTTMAN JACK G FILE NO. 210q-O~7 ACN 101 DATE !0-11-200~ TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE ZNTEREST- SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 129~500.00 NOTE: To insure proper 2. S~ocks and Bonds (Schedule B) (2) .00 credi~ (o your account, $. Closely Held S~ock/Per~nership In~eres~ (Schedule C) ($) .00 submi~ ~he upper pore/on fi. Nor~gages/No~es Receivable (Schedule D) (~) .00 of ~his form wi~h your $. Cash/Dank Depos~s/Hisc. Personal Proper~y (Schedule E) (5) 581500.25 ~ax payment. 6. Jointly Owned Proper~y (Schedule F) (6) 68;652.q9 7. Transfers (Schedule G) (7) .00 8. To~el Asse~s (8} 256,6~2.7~ APPROVED DEDUCTIONS AND EXEMPTIONS: !Z,875.22 9. Funeral Expenses/Ada. Cos~s/Hisc. Expenses (Schedule H) (9) 10. Deb~s/Nor~gege Liabilities/Liens (Schedule I) (10) 9; 92q. 71 11. To~el Deductions (11) 22.7~. 12. Ne~ Value of Tax Re~urn (12) 255,852.81 15. Chari*able/Governaen~al Beques*s; Non-elected 9115 Trusts (Schedule J) (15) .00 1fi. Ne~ Value of Es~a~e Sub5ec~ *o Tax (lq) 255,852.81 NOTE: Zf an assessment ,as Sssued prev$ous~y, 1Shes ~, ~5 and/or 16, 17, 18 and 19 reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Aaoun~ of Line lq e~ Spousal re~e (15) .00 X O0 = .00 16. Aaoun~ of Line 1~ ~exable a~ Lineal/Class A re~e (16) 255,852.81 x Oq5 = 10,522.q8 17, Amoun~ of Line 1~ a~ Sibling ra~e (17) .00 X I2 = .00 18. Aaoun~ of Line 1~ *axable a~ Collateral/Class B ra~e (18) .00 X 15 = .00 19. Princi)al Tax Due (19)= 10,522.~8 TAX CREDITS PAYMENT RECEIPT DISCOUNT AHOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-28-200~ CDOOq206 ~00.00 7,600.00 08-15-200~ CDO0~268 .00 2,522.~8 TOTAL TAX CREDZT 10,522.q8 BALANCE OF TAX DUE] .00 INTEREST AND PEN. .00 TOTAL DUE .00 TF PATD AFTER DATE ZNDZCATED, SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1z NO PAYHENT ZS REI~UIRED. FOR CALCULATION OF ADDZT/OWAL INTEREST. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" (CR), YOU HAY BE DUE _ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ] [~. RESERVATION: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coeeonaeelth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laaful Class B (collateral) rate on any such future interest. PURPOSE DF HOT[CE: To fulfill the requirements of Section Zl40 of the inheritance and Estate Tax Act, Act 25 of ZOO0. (TZ P.S. Section 9140). PAYHENT: Detach the top portion of this Notice and submit aith your payment to the Register of Rills printed on the reverse side. --Hake check or money order payable to: REGZSTER OF NZLLS, AGENT REFUND (CR)= A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania inheritance and Estate Tax" (REV-1513). Applications are available at the Office of the Register of Hills, any of the ZS Revenue District Offices, or by calling the special 24-hour ansaering service for forms ordering= I-BOO-36Z-20501 services for taxpayers with special hearing and / or speaking needs= 1-800-447-30Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, aIIowance, or disaIIowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-10Zl, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADH[N- [STRAT[VE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phane (717) 787-6505. Sea page 5 of the booklet "instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. DISCOUNT: [f any tax due is paid within three (3) calendar months after the decedant's death, a five percent (SZ) discount of the tax paid is allowed. PEHALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB, lggB, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in tho same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. 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, 198Z bear interest at the rate of six (6~) percent per annum calculated at a daily rate of o000164. All taxes which became delinquent on and after January 1, 198Z will 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 1gal through ZOO4 are: Interest Daily Interest Daily [nterest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ lOX .000548 1988-1991 llZ .000301 ZOOZ 9Z .000Z47 1983 16X .000458 199Z 9Z .000Z47 ZOOZ 6Z .000164 1984 IIX .OOO30Z 1995-1994 7Z .O0019Z 2005 5Z .000157 1985 13Z .000556 1995-1998 9Z .000247 2004 4Z .O001ZO 1986 IOZ .000274 1999 7Z .O0019Z 1987 IOZ .000274 ZOOO 7Z .O0019Z --interest is calculated as follows: ~NTEREST = BALANCE OF TAX UNPA[D X NUHBER OF DAYS DELINQUENT X DAZEY ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen ElS) days beyond the date of the assessment, If payment is made after the interest computation date shown on the Notice, additional interest eust be calculated. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Jack G. Sittman Date of Death: April 28, 2004 Will No. 21-04-00447 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. Signature Name: Robert C. Saidis, Esquire I.D. No. 21458 SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street ~ o -~- :~ ~-.~ Camp Hill, PA 17011 (717) 737-3405 Capacity: Personal Representative X Counsel for Personal Representative ;}¢-~ ~ '~/~ C~