HomeMy WebLinkAbout12-01-10 (2)15D5607121
-'' REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 D 0 0 9 7 4
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 8 7 1 6 6 5 8 3 0 9 1 2 2 0 1 D 1 0 0 2 1 9 2 0
Decedent's Last Name Suffix Decedent's First Name MI
S I G ~1 A N R P A U L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE VI/ITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
a 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
Q 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL GUHIitSF'UlVUtnct Arvu V Vrvriutn i iH~ i H~ mrvrsmH i iViv anvuw ~~ vin~4 ~ cu ~ v:
Name Daytime Telephone Number
C H R I S T O P H E R E R I C E E S Q ? 1 7 2 ~~ 3 3 3 4 1
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Firm Name (If Applicable)
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M A R T S O N L A W O F F I C E S
First line of address
1 0 E A S T H I G H S T R E E T
Second line of address
City or Post Office
C A R L I S L E
State
P A
ZIP Code ~
1 7 0 1 3
Correspondent's a-mail address: C R I C E a1 M A R T S O N L A W• C O M
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has a.ny knowledge.
NATURE O ERSON PON E FOR FILING RETURN /1 r`3 ~ ~~ n
D
21, HOLLY PIK CARLISLE PA 17013
SI TU OF PREPARER OT ER THAN REPRESENTATIVE DA E f
a~ G, / ~ ~/
A RESS
10 EAST HIGH STREET CARLISLE PA 1,701,3
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505607121 1505607121,
~,
J
1,505607221,
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: R PAUL S I G P1 A N 1 8 7 ]~ 6 6 5 8 3
RECAPITULATION
1. Real estate (Schedule A) ........................................ 1
2. Stocks and Bonds (Schedule B) .................................. 2•
8 7
7
5
1.
8
0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. •
4. Mortgages & Notes Receivable (Schedule D) ........................ 4. •
Ir 7 9 7 9 . 3 5
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. Ir 5 0 0 ' 0 0
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
arate Billin
Re
uested
~ Se
h
l
G
S
d
7 1 6 5 6 . 0 6
.......
g
q
p
u
)
(
c
e
e .
8. Total Gross Assets (total Lines 1-7) ........................... 8. 1 0 8 8 8 7 . 2 1,
9. Funeral Expenses & Administrative Costs (Schedule H) ....... ......... 9. 1 3 2 6 0 . 0 5
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ... ......... 10. 2 L 6 . 7 5
11. Total Deductions (total Lines 9 & 10) ........................... 11. Ir 3 4 7 6 . 8 0
12. Net Value of Estate (Line 8 minus Line 11 } ................ ......... 12. 9 5 4 1 0 . 4 1
13. Charitable and Governmental BequestsJSec 9113 Trusts for which
an election to tax has not been made (Schedule J) ......... ......... 13. •
14. Net Value Subject to Tax (Line 12 minus Line 13) .................. 14. 9 5 4 L 0 . 4 1
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
0
0 0
15
0
0
0
.
(a)(1.2) x.o . .
16. Amount of Line 14 taxable
6 1 0 6 8
6 7
2
7
4
8
0
9
.
at lineal rate x .045 1 s. .
17. Amount of Line 14 taxable 3 4 3 4 ], 7 4 17 4 1, 2 1. 0 1
at sibling rate X .12 .
18. Amount of Line 14 taxable
0
0 0
0
0
0
at collateral rate X .15 18• .
6 8 6 9. 1 0
19. Tax Due ...................................... .......... 19.
20. FILL IN THE OVAL 1F YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505607221 1,505607221,
REV-1500 EX Page 3 File Number
Decedent's Complete Address: 21 l0 00974
DECEDENT'S NAME
R PAUL SIGMAN __ _
STREET ADDRESS
62 GARDEN PARKWAY _
CITY
CARLISLE STATE
PA ZIP
17013
Tax Payments and Credits:
t ~ Tax Due (Page 2 Line 19) (1) 6,869.10
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount 343.46
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
343.46
(3} 0.00
(4) 0.00
(5) 6,525.64
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B} 6,525.64
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income ofi the property transferred : ................................................................. ..... ^ 0
b. retain the right to designate who shall use the property transferred or its income; .......................... ..... ^ 0
c. retain a reversionary interest; or ........................................................................................... ..... ^ 0
d. receive the promise for life of either payments, benefits or care? .................................................. ..... ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .................................................................................. ..... ~ ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .... ..... ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............................................................................................. ..... ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 three (3) percent [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 zero (0) percent
[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 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 zero (0) percent [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 four and one-half (4.5) percent, 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 twelve (12) percent [72 P.S. §9116(a)(1.3)J. 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.
REV-1503 EX + (6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
R PAUL SIGMAN 21 10 00974
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Scottrade Investment Account, see attached valuation 57,911.50
2 Janus Investment Account, see attached valuation ~ 29,840.30
TOTAL (Also enter on line 2, Recapitulation) ~ $ 87,751.80
(!f more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
R PAUL SIGMAN 21 10 00974
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PSECU Regular Shares Account 6,681.68
2 PSECU Checking Account 1,039.08
3 M&T Bank, Checking Account 2,925.79
4 Miscellaneous deposit made after death 168.15
5 State Farm Mutual, auto insurance premium refund 14.65
6 Tools and household goods 750.00
7 2006 Chevrolet HHR 6,400.00
8 1993 Oldsmobile '88 (disposed of prior to death) 0.00
TOTAL (Also enter on line 5, Recapitulation) I $ 17,979.35
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
R PAUL SIGMAN
FILE NUMBER
21 10 00974
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule (a.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Joshua E. Sigman
B
C
JOINTLY-OWNED PROPERTY:
1321 Holly Pike I Son
Carlisle, PA 17013
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1. A. 12/13/07 1959 Hart Mobile Home, VIN 2225 500.00 50. 250.00
2 A 01/10/08 1977 Astro Mobile Home, VIN 3941A 2,500.00 50. 1,250.00
TOTAL (Also enter on line 6, Recapitulation) I $ 1,500.00
(If more space is needed, insert additional sheets of the same size)
SCHEDULE F
JOINTLY-OWNED PROPERTY
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
R PAUL SIGMAN 21 10 00974
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER.ATTACHACOPYOFTHEDEEDFORREALESTATE
DATE OF DEATH
VALUE OF ASSET
% OF DECD'S
INTEREST
EXCLUSION
(IFAPPLICABLE)
TAXABLE
VALUE
1. Scottrade, Inc., Investment Account, made joint with Joshua E. 1,656.06 100. 1,656.06
Sigman, son, 06/13/2010
TOTAL (A{so enter on line 7 Recapitulation) ~ $ 1,656.06
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (10-06}
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FUNERAL EXPENSES:
Auer Cremation Services
ITEM
NUMBER
A.
1.
B
1
2.
3.
4.
5.
6.
7.
8
9
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
DESCRIPTION
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Joshua E. Sigman _
Street Address 1321 Holly Pike _
Ciry Carlisle State PA Zp 17013 _
Year(s) Commission Paid:
Attorney Fees Martson Law Offices
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant _
Street Address _
AMOUNT
1,640.00
5,230.00
6,000.00
City State Zip _
Relationship of Claimant to Decedent _
Probate Fees 172.50
Accountant's Fees
Tax Return Preparer's Fees
Stock Valuation Reports 32.55
Register of Wills, Filing fee, Inheritance Tax Return 15.00
Register of Wills, Additional Probate Fee 170.00
TOTAL (Also enter on line 9, Recapitulation) I $ 13,260.05
(If more space is needed, insert additional sheets of the same size) 1
ESTATE OF FILE NUMBER
R PAUL SIGMAN 21 10 00974
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
R PAUL SIGMAN 21 10 00974
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PPL Utilities, final bill 1.53.26
2 American Express, account payable 11.99
3 Cumberland Goodwill EMS 51.50
TOTAL (Also enter on line 10, Recapitulation) I $ 216.75
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (g-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OFF~ILE NUMBER
n 71 A T 7T C T!~ T ,( A wT / ~ 1(1 (1(1974
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 outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Joshua E. Sigman Lineal 6,400.00
1321 Holly Pike (2006 Chev HHR)
Carlisle, PA 17013
2 Joshua E Sigman Lineal 1,500.00
1321 Holly Pike (Sch. F, Items 1 & 2)
Carlisle, PA 17013
3 Joshua E Sigman Lineal 1,656.06
1321 Holly Pike (Sch. G, Item 1)
Carlisle, PA 17013
4 Joshua E. Sigman Lineal 17,170.87
1321 Holly Pike (1 /S residue}
Carlisle, PA 17013
5 Joel T. Sigman Lineal 17,170.87
921 Arrow Wood Court (1/5 residue)
Myrtle Beach, SC 29579
6 Clarence E Sigman Lineal 17,170.87
SO Bonnybrook Road, Lot #30 (1/S residue)
Carlisle, PA 17013
7 Esther P. Cool Sibling 17,170.87
1172 South 6th Street (1 /5 residue)
Cottonwood, AZ 86326
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
R PAUL SIGMAN 21 10 00974
Decedent's Name Page 1 File Number
Schedule J -Beneficiaries - 1
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT
Do Not List Trustee(s) AMOUNT OR SHARE
OF ESTATE
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
8 James C. Sigman Sibling 17,170.87
101 South 6th Street, Apt. 215 (1/5 residue}
Cottonwood, AZ 86326
Estate Valuation-Scottrade
Date of Death: 09/12/2010 Estate of: R. Paul Sigman
Valuation Date: 09/12/2010 Account: 14059.1
Processing Date: 10/13/2010 Report Type: Date of Death
Number of Securities: 16
File ID: 14059.1.scottrade
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 244 ABB LTD (000375204; ABB)
SPONSORED ADR
NYSE
09/10/2010 20.46000 20.29000 H1L
09/13/2010 20.53000 20.36000 H/L
20.410000 4,980.04
2) 221 ALLEGHENY TECHNOLOGIES INC (017 418102; ATI)
COM
NYSE
09/10/2010 45.94000 44.08000 H/L
09/13/2010 47.99000 46.43000 H/L
46.110000 10,190.31
3) 2352 AMERILITHIUM CORP CAMEL)
COM
NASDAQ
09!10!2010 0.42000 0.38500 H/L
09/13/2010 0.41900 0.38500 HIL
0.402250 946.09
4) 860 BIOSHAFT WTR TECHNOLOGY INC (BSHF)
COM
NASDAQ
09/10/2010 0.05000 0.05000 H/L
09/13/2010 0.05000 0.05000 H/L
0.050000 43.00
5) 350 CALAMOS CONV OPP AND INC FD (12 8117108; CHI)
SH BEN INT
NYSE
09/10/2010 12.54000 12.46000 H/L
09/13/2010 12.61000 12.51000 H/L
12.530000 4,385.50
Div: 0.095 Ex: 09/08/2010 Rec: 09!10/2010 Pay: 09/15/2fl10 33.25
6) 24 FRONTIER COMMUNICATIONS CORP (3 5906A108; FTR)
COM
NYSE
09/10/2010 7,75000 7.63000 H/L
09/13/2010 7.76000 7.64000 H/L
7.695000 184.68
Div: 0.1875 Ex: 09/07/2010 Rec: 09/09!2010 Pay: 09130/2010 4.50
7) 820 HEADWATERS INC (42210P102; HW)
COM
NYSE
09/10/2010 3.37000 3.26000 H/L
09/13/2010 3.44000 3.31000 H/L
3.345000 2,742.90
8) 45 ISHARES INC (464286400; EWZ)
MSCI BRAZIL
Pacific
09/10/2010 71.16000 70.65000 H/L
09/13/2010 72.97000 71.88000 H/L
71.665000 3,224.93
9) 995 KENTUCKY USA ENERGY INC (KYUS)
COM
NASDAQ
09/10/2010 0.09000 0.09000 H/L
09/13/2010 0.13000 0.09000 H!L
0.100000 99.50
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300. (Revision 6.4.1)
Exhibit to Schedule "B ", Item 1 (1/2)
Date of Death: 09/12/2010 Estatf=_ of: R. Paul Sigman
Valuation Date: 09112/2010 Account: 14059.1
Processing Date: 10/13/2010 Report Type: Date of Death
Number of Securities: 16
File II): 14059.1.scottrade
Shares Security Mean andlor Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accrual:a Value
10) 414 MET PRO CORP (590876306; MPR)
COM
NYSE
09/10/2010 9.47000 9.25000 H/L
09/1312010 9.55000 9.19000 H/L
9.365000
Div: 0.06 Ex: 08/30/2010 Rec: 09/01/2010 Pay: 09/15/2010
11) 680 NXT NUTRITIONALS HLDGS INC (NXTH)
COM
NASDAQ
09/1012010 0.24000 0.23500 H/L
09/13/2010 0.23900 0.20900 H/L
0.230750
12) 247 PETROLEO BRASILEIRO SA PETROBR (71654V408; PBR)
SPONSORED ADR
NYSE
09/10/2010 36.30000 35.73000 H/L
09/13/2010 36.95000 36.28000 H/L
36.315000
13) 126 SUNCOR ENERGY INC NEW (867224107; SU)
COM
NYSE
09/10/2010 33.02000 32.67000 H/L
09/13/2010 33.50000 33.07000 H/L
33.065000
Div: 0.09745 Ex: 09/01/2010 Rec: 09!0312010 Pay: 09/24!2010
14) 3797 UNIVERSAL BIOENERGY INC (UBRG)
COM
NQB
09/10/2010 0.05000 0.05000 H/L
09/13/2010 0.05500 0.05000 H/L
0.051250
15) 101 VERIZON COMMUNICATIONS INC (92343V104; VZ)
COM
NYSE
09/10/2010 30.44000 30.78000 H/L
09/13/2010 31.05000 30.61000 H/L
30.845000
16) 396 ZOLTEK COS INC (98975W104; ZOLT)
COM
NASDAQ
09!1012010 9.48000 9.13000 H/L
09/13/2010 9.53000 9.31000 H/L
9.362500
Total Value:
Total Accrual:
Total: $51,059.33
Cash in account
Total account value: X57,911.50
3,877.11
24.84
156.91
8,969.81
4,166.19
:12.28
194.60
3,115.34
3,707.55
$50,984.46
$74.87
f 852 . l7
Page 2
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If yogi have c;uestions,
please contact EVP Systems at (818) 313-6300. (Revision 6.4.1)
Exhibit to Schedule "B ", Item 1 (2/2)
Estate Valuation
Date of Death: 09/12/2010 Estate of: R Paul Sigman
Valuation Date: 09/12/2010 Account: 14059.1
Processing Date: 10/13/2010 Report Type: Date of Death
Nwnber of Securities: 4
Fiae ID: 14059.1
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 1705.171 JANUS INVT FD (JANFX)
FLXBLE BD CL D
NASDAQ
09/10/2010 10.84000 Bid
10.840000 18,484.05
2) 52.758 JANUS INVT FD (JNTFX)
TWENTY FD CL D
NASDAQ
09!10/2010 58.12000 Bid
58.120000 3,066.29
3} 303.306 JANUS INVT FD (JACNX)
CONTRARIAN D
NASDAQ
09/10/2010 13.54000 Bid
13.540000 4,106.76
4) 194.206 JANUS INVT FD (JNGLX)
GLOB LIF SCI D
NASDAQ
09/10/2010 21.54000 Bid
21.540000 4,183.20
Total Value: $29,840.30
Total Accrual: $0.00
Total: $29,840.30
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you. have questions,
please contact EVP Systems at (818) 313-6300. (Revision 6.4.1)
Exhibit to Schedule "B ", Item 2
PSEC~k
September 29, 2010
Account # O 1$770~XXXX
COR,RINE L MYERS
MARTSON LAW OFFICES
10 EAST HIGH ST
CARLISLE, PA 1.7013
Dear MS MYERS:
The following is the status of R PAUL SIGMAN's account with PSECU as of the date of death.
Joint Owner's Name NONE
Date of Death 09/12/10
Date of B firth 10/02/ 1920
Share Description Open date Balance Accrued Dividend
S O1 Regular Shares 12/18/1989 $6680.87 $0.81
S 04 Checking 12/18/1989 1039.05 0.03
Loan Description Open Date Balance Accrued Interest
L O1 PSL Loan 03/28/1990 $0.00 $0.00
L 09 VISA 03/30/1990 0.00 0.00
The dividend earned from January 1, 2010 through the date of death was $14.08.
We do not have safe deposit boxes for our members. If you have any questions, please call 234-8484 in Harrisburg
or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227.
Sincerely,
Sue Walter
Member Service Representative
Finance Support Unit
Exhibit to Schedule "E ", Items 1 and 2
Pennsylvania State Empioyees Credit Union
Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 • 717.234.8484 • 800.237.7328
Mailing Address: P.O. Box 67013, Harrisburg, PA 171 Ob-7013 • 717.777.2100 (TDD) • 800.472.19b7 (TDD)
psecu.com
This credit union is federally insured by the National Credit Union Administration. Equal Opportunity Lender
10-~1-`1~ 11:41 FAOM-
d99 Mitchell Reyad
Mi~sboro, DE 19986
Mall a0de DE•M&12
P11ar1e: 888-502,4348
Few 302-934-2~5
Fax
Tai Corrine L Myers
T-5~1 P0~~1/i~0~1 F-467
a ~~
Firoin+f: Sue Kimble
Fauc 717-243-1850 I Dam: $eptern ber , ~Oi p
Re: Estate of R Paul Sig rnan P~geea ~
*Comn+et~: Attached, ea
PI ~e f d the information you requested for the Estate of R Paul S'i~man, as
of September 12, 20'14.
t . ~'ype of .~c~rounr Checking Aacaioet
Account Number 9833731004
Ownership fNarrres ofJ R Paul Sigmarz
Opening Lute 07~03~3
Balance on Date o,~Deat $2, 925.78
Accrued interest $ .01
Tdtnl _..$2,925.79...__..___.~_._..__...__......_..._.._..._...._...__
k'a~ Rlurthe~ aeQOU~at aat~um, do~ures ~ rebmba~nt of i~avoKls please ~ tb~e S~bo~g ~~ Owe at ~#'1Z7-?.4~d-~25
We were unable to Mete aay safe depoai boa for the alfate•m~ntionul decedent.
'I'hi4 len0ex lees not Mrlnde axiy aaoownts wbicb the deoe~red may bare bee3~ lisped as Power of A~itmriuey, ~ a( ihuifoz~ooi
'~~~r ~W''e ~3'~r or u~d~ a WritteQ Amt
If i Gan be of further assistance, p ease do not hesitate to tail meat $$8--4349.
Thank you and have a great iday!
Sue Kimble ~ M & 7 Bank
This communication contains informatia
copy aw or .any part of this commuti
subsidiaries or affrliate.4. In ~dtlitiott,rf yo
you are rtot $uthof¢sd to reOeiVe or rave
please return ~ t0 M & T Bank at P.C~.
systems. Thank yvu.
~ which may tie cxxlfideTrtiaf and proprietary. Ydu may nc~t use, disseminate, disEr~tte or
withQuR the acrtsent of M & T Bank, AIlf rst Financ~l Inc, or their respsCdve
are r~p4 tl+e addre (or era authorized ~ receive this inbrmat~on by the adder},
the contents of this communication. tf yvu have received this r~mmurti,~i0r1 in erax,
x 1596, Batdmor~e, MD 21203 and delete any dopy of thss cvmmun~tion from your
ibit to Schedule "E ", Item 3
Estate Valuation-Jt. Scottrade
Date of Death: 09/12/2010
Valuation Date: 09/12/2010
Processing Date: 11/09/2010
Shares Security
or Par Description
1) 4117 AMERILITHIUM CORP CAMEL)
COM
NASDAQ
09/10/2010
09/13/2010
Total Value:
Total Accrual:
Total: $1,656.06
Estate of: R. Paul Sigman
Account: 14059.1
Report Type: Date of Death
Nwnber of Securities: 1
File ID: 14059 .:1.jt.scottrade
Mean and/or Div and Int Security
High/Ask Low/Bid Adjustments Accrua:Ls Value
0.42000 0.38500 H/L
0.41900 0.38500 H/L
0.402250 1,656.06
$1,656.06
$0.00
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300. (Revision 6.4.1)
Exhibit to Schedule "G ", Item 1
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N-Y
LAST WILL AND TESTAMENT
'd~ OF
by~~
f~ ~
R. PAUL SIGMAN
I, R. PAUL SIGMAN, of 62 Garden Parkway, Carlisle, Cumberland County,
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 any and all former Wills, Codicils, or writings in the nature thereof, by me at
any time heretofore made.
FIRST: 1 declare that I am presently unmarried, and thiat I am the
father of JOSHUA E. SIGMAN, JOEL T. SIGMAN and CLARENCE E. SIGMAN.
SECOND: I hereby order and direct my Executor or' Executrix,
hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses
and al( Inheritance, Estate, Transfer and Succession Taxes, as soon as may be
conveniently done after my death, out of my residuary estate.
THIRD: I reserve the right to list certain items of tangible personal
property, which I may designate to go to certain individuals, and which I will leave with my
Will. If I do leave such a written list, I direct my personal representative to consider it as
though it were incorporated within my Will, and to honor that request and distribute those
items of personal property as specified.
FOURTH: To the extent not otherwise disposed of, I give all of my
remaining tangible personal property in the nature of personal and household effects,
including vehicles, collections, sporting and hobby equipment, and any insurance policies
thereon, to my children, JOSHUA E. SIGMAN, JOEL T. SIGMAN, CLARENCE E.
SIGMAN, and my brother, JAMES C. SIGMAN, and my sister, ESTHER P. COOL, in
shares substantially equal in value, or to the survivors or survivor.
FIFTH: I give all the rest, residue and remainder of rr~y estate, in
equal shares to my three sons, JOSHUA E. SIGMAN, JOEL T. SIGMAN and
CLARENCE E. SIGMAN, my sister, ESTHER P. COOL, and my brother, JAMES C.
SIGMAN, per capita and not per stirpes. Should any of them predecease me, I do not
leave the share of that individual to his or her issue, but to the remaining residuary
beneficiaries, in equal shares.
LASTLY: I nominate, constitute and appoint my son JOSHUA E.
SIGMAN, to be the Executor of this my Last Will and Testament. In the event that my
son, JOSHUA E. SIGMAN, shall be unable to serve as Executor for any reason, I appoint
his wife, ELAINE SIGMAN, as Executrix. In the event that ELAINE SIGNAM shall be
unable to serve as Executrix for any reaso~~, I appoint my son, JOEL T. SIGMAN, as
Executor. In the event that my son, JOEL T. SIGMAN, shall be unable to serve as
Executrix for any reason, I appoint his wife, NANCY SIGMAN, as Executrix. In the event
that NANCY SIGMAN shall be unable to serve as Executor for any reason, I appoint my
son, CLARENCE E. SIGMAN. No Executor or Executrix shall be required to file bond in
this or any other jurisdiction.
2
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
day of , 2007.
r
~~
R. Paul Sigman
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
3
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss
I, R. PAUL SIGMAN, Testator, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for the purposes therein
expressed.
Sworn or affirmed to and acknowled before me, by R. PAUL SIGMAN,
the Testator, this ~-1-~. day of ~ , 2007.
~~~
. Paul Sigman, Test for
a ublic
NOTARlAI SEAL
~f~NE J. MARNEVKA NOTAflY Pl191.~
~LM~i§s~$Ex~IaE~°s ~~ et
4
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss
We, and ,
the witness whose names are signe o the attached r foregoing instrument, being
duly qualifi according to law, do depose and say that we were present and saw
Testator sign and execute the instrument as his Last Will; that he signed willingly and that
he 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 18 or more years of age, of sound
mina and under no constrair~T or undue influence.
Sworn or affirmed to and subscribed to before me ~ ~
r
an this ~ day of ,
207
5
Witness
NOTARIAL SEAL
MERLENE J. MARNEVKA, NOTARY PUBLIC
CARLISLE, CUMBERLAND COUNTI; PA
MY COMMISSION EXPIRES JUNE 8, 2010