Loading...
HomeMy WebLinkAbout03-0022 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Raymond L. Sisk, Sr. No. ~'~'-Ot_~-_,~l 22_ also known as To: Register of Wills for the , Deceased. County of Cumberland in the Social Security No. 401-28-7721 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the co-executors named in the last will of the above decedent, dated May 19. 2002 and codicils(s) dated " (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with his__ last family or principal residence at Outlook Pointe, 1100 Grandon Way, Mechanicsburg, PA 17055 (list street, number and municipality) ,,z/'~/22,,~o/~ Decedent, then 81 years of age, died December 15 ,20 02 at OuflookPointe, Meehanicsburg, PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted at~er execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No exce_ntions Decedent at death owned property with estimated vales as follows: (If domiciled iff'Pa.) All personal property $ 9qn.nNn nO iIf not domiciled in Pa.) Personal property in Pennsylvania $ fnot domicil&fl in Pa.) Personal property in County $ Value of real e~tate in Pennsylvania $ situated as follows: None WHEI~FORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary thereon.' - (testamentary; adminisg:ation c.t.a; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE -. COIVIIVIO~ALTH OF PENNSYLVANIA COUNTY OF d. urn ~ F-R ~..~ b I ss The petitioner(,~! above-named swear(s) or affh-m(s) that the statements in the foregoing petition are ~.e, and. con'est to,the best. o. fthe knowledge and belief of petitioner(s) and that as personal ropresentative(s) '. oz me aoove deccnent petlUoncr(s) will well and truly administer the estate according to law. ' SwOrn to or at¥1rmed and subscribed before me this ,,QO1:In day of .. No. Estate 0'f'~_~c~c~ ~ L ~ ~C~ ~ .~t_. , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW (~X. xx ca n ~. C~ ,~)0,-.Q /~ , in consideration of the petition on · e reverse side h~of, satisfact~ proof having been presented before me, IT IS DEC~ED that the inst~ment(s) dated described therein be admitted to probate and filed of re~or~ as t~e last will o~ ~d Letters ~~~ ; ~e hereby grated to ~ES Probate, Letters, Etc .......... $ ~q~, (~ Short Ceni~cates(~) .......... $ ] ~. 6~ A~O~NEY (Sup. Ct. ED. No.) ~ $ ~,~ ADD.SS TOTAL $ ~1. ~0 Vi~ea . .?~ ~.:.~ ~. .................... PETITION FOR PROBATE and GRANT OF LETTERS Estat~ of~ No. also known as To: Register of Wills for the , Deceased. County of in the Social , No. Commonwealth of lvania The 1: the undersigned respectfully represents that: Your I who is/are 18 years of age or older an the named in the last will of ~ve decedent, dated ,19 and codicil(s) dated ( circumstances, e.g. renunciation of executor, etc.) Decendent was domiciled at 'n County, Pennsylvania, with h last family or principal muncipality) Decendent, then years of age, , 19. , at_ t Except as follows, decedent did not marry, ~ divorced and did not have a child born or adopted after execution of the will offered for probaV the victim of a killing and was never adjudicated incompetent: Decendent at death owned property mated as follows: (If domiciled in Pa.) All property $ (If not domiciled in Pa.) Personam property in ~-ennsqlvania $ (If not domiciled in Pa.) Persqfial property in Count~ $ s~tul~ec~f arsealfoel]toatw~:in Pennsylvania/ ~ $ / WHEREFORE, petitionerdrespectfully request(s) the probate~e of the last will and codicil(s) presented herewith and the grant of letters (testamen ministration d.b.n.c.t.a.) tieron. / t~~~ad REPRESENTATIYE COU N' l'~i, nOer~Fs ~ ~ -~-r ~ ~ha atements in the foregoing petitioS~n a The tit'o ( ) _ · re true a correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tativ of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed c~ before me this day of ~ Register ~ wn , s ¢ovs OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat. ., sign the same and that signed as a witness at the request of testat.~ in h presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). ~ Sworn to or affirmed and subscribed before ~" ~ ~ me this ~0~ day of (Name) ~~~ ~U_~ ~ ~ ~.~ (Address) (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of ., codicil testat.__ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscri~fore __me tlxis C~0'~3c~ ~ day of (Name) ~ ~'(~ ~.[~egiJ~er (Address) (Name) (Address) This is to certit~~ that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate wilt be forwarded to the State Vital Records Office for permanent fiiino WARNING: It is illegal to duplicate this copy by photostat or photograph. ,~ ~,.' ~ _~~% Local Registrar ~ ~ ',, _ P 8646092 ! 7 No. ~ Dare H05A43Re~ 2'87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH NAME O~ DECEOENT (F,t~ Mad(~e. La~) l~ STATE ;~L[ ?- . Raymond L. Slsk Sr. .Male L401 -- 28 -- 7721 , 81 ,. : : 1/23/2 Earl~ngton, ,.,El ~..O ~O ~~ e~umberland . ~echanicsburg .~u~look Poin[ a[ Creekview :~~;W~"' ,a~,__ ~CEOE~'S USU~ ~Up~ ' I~' ' ' lie. w~[~e ,,.Conductor Conrail R.R. ~ ~ ~"~/ ~ ~ ' P'"' P'- I,,. ~'~ U~k ~'"~ ,Widower ~lu~ ~,.mam P~D~Rv]vania ~ ~z~.~ I 100 Grandon Way ,E~m~ ,~ Mech, Pa 17055 ~,.s~ME,,,,.,~.~,~ ,~.~_ Cumberland ~ ,~,.Q ~ ~ ,,. Johnny B. Sisk ,,. Johnnie M. Winstead ~. Raymond L. Sisk Jr. [~.104 Greenwood Dr., New Cumberland,Pa ~ ~(~t ~,,.Dec 19, 2002 ~=,~hes[nu[ Grove Ceme~er~,. ~arysville, . . . . 897-L aSull[van F,H 51 N. Enol ~'~ ~ .... ~'" I .... , -.= ~a - I .~.?o ~,~.,,. ~,,.,,, i~.,,,.",o,o MEo~.~,..~., ' ' ;- ~ 12,b. / I~ I~.~ ,~.,) ' ~ ............. ...................... ~ ................... , ............. -] ~~_~ ~ h,~{O manner lO Slll~ .................... , . p e. and due to the ciule l) and ~. ~ ~ ~ '. ' ............................................................... lJ3 ~m~.'s s,~.~.~ ~o ~. .... ~ .... ~._. ~'- I- LAST WILL and TESTAMENT of RAYMOND L. SISK, SR. I, RAYMOND L. $15K, SR., of East Pennsboro Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this for and as my Last Will and Testament, hereby revoking any and all Wills by me at any time heretofore made. ITEM I - I direct my Executor to pay all my just and lawful debts and funeral expenses out of my personal Estate as soon after my decease as is convenient. ITEM II - I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal, and mixed, to my children, RAYMOND L. SISK, JR, HAZEL MARIE THOMPSON and BARBARAA. STRINE, and to mygranddaughter, CHERYL LYNN LEWIS, in equal shares, per stirpes. ITEM III - All federal, state and other death taxes, payable because of my death with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered part of the expenses of the administration of my estate and shall be paid from my estate without apportionment or right of reimbursement. All such taxes on present or future interests shall be paid at such time or times as my Executor may think proper, regardless of whether such taxes are then due. ITEM IV - I nominate, constitute and appoint my son, RAYMOND L. SISK, JR., and my daughter, BARBARA A. STRINE, to be the Co- Executors of this my Last Will and Testament, or the survivor of them. RUPP and MEIKLE, 355 NORTH 21sT STREET, SUITE 205, CAMP HILL, PA 17011 ITEM V - No beneficiary or remainderman of this Will shall have any right to alienate, encumber, or hypothecate his or her interest in any manner, nor shall any interest of any beneficiary or remainderman be subject to claims of his or her creditors or liable to attachment, execution or other process of law. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /'~ day of //~U ,2002. · / HIS Sisk, Sr. MARK Signed by RAYMOND L. SISK, SR., by his mark and his name subscribed by ., in his presence and by his express direction and authority, he having declared his inability to sign his name, in the presence of us, who at his request, in his presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses: Witnesses: ~.~ AJ- ~ residing at:  ~~~ residing COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND WE, RAYMOND L. SISK, SR., , and , the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and to the best of his or her knowledge the Testator was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. HIS ,,~,~ /~ (SEAL) Rayi~ond L. Sisk, Sr. MARK Signed by RAYMOND L. SISK, SR., by his mark and his name subscribed by , in his presence and by his express direction and authority, he having declared his inability to sign his name, in the presence of us, who at his request, in his presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses: Witness Subscribed, sworn to, and acknowledged before me by RAYMOND L. SISK, SR., the Testator, and subscribed and sworn to before me by , and , witnesses, this ~ day of ,2002. Notary Public CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Raymond L. Sisk, Sr. Date of Death: December 15, 2002 Will No. Admin. No. 21-03-0022 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 February 11, 2003: Name Address Raymond L. Sisk, Jr., 104 Greenwood Drive, New Cumberland, PA 17070 Hazel Marie Thompson, 7454 S. Swift Rd., Lot 14, Goodlettsville, TN 37072-7015 Barbara A. Strine, 7288 Sadie Lane, Belleville, MI 48111 Cheryl Lynn Lewis, Village of Pineford, 504 Holly Hall, Middletown, PA 17057 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None ~~~~~ R~ Date: February 13, 2003 Nam ' ' 're Address 355 N. 21 st St., Suite 205 Camp Hill, PA 17011 Telephone (717) 761-3459 Capacity: Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002290 RUPP HERBERT G JR ESQ 355 NORTH 21 ST ST SUITE 205 CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... 101 $ 10,000.00 ESTATE INFORMATION: SSN: 401-28-7721 FILE NUMBER: 2103-0022 DECEDENT NAME: SISK RAYMOND L SR DATE OF PAYMENT: 03/14/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/15/2002 TOTAL AMOUNT PAID: $10,000.00 REMARKS: RUPP&MEIKLEC/O HERBERT G RUPP JR ESQUIRE CHECK# 0091 INITIALS: SK SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1712840601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002491 RUPP HERBERT G JR ESQ 355 NORTH 21 ST ST SUITE 205 CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... 101 $872.62 ESTATE INFORMATION: SSN: 401-28-7721 FILE NUMBER: 21 03-0022 DECEDENT NAME: SISK RAYMOND L SR DATE OF PAYMENT: 04/25/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/15/2002 TOTAL AMOUNT PAID: $872.62 REMARKS: HERBERTG RUPP JR ESQUIRE CHECK//1010 INITIALS: JA SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF · PE..Sv.v^.,^ REV ' 1500 DEP^.TME.TO .EVE.UE INHERITANCE TAX RETURN DEPT. 280601 .^R.,sBuR , P^,7,28 60, RESIDENT DECEDENT x 1. Original Return N2. Supplemental Return 3.~.0~)Remainder Return (riato et death prior to Limited Estate 4a. Future Interest Compdse {riato et rip,at, *ff*r ~2-12-8~) 5. Federal Estate 'l'ax Return Required Decedent Died Testate (Attach copy of Will) ~ 7. Decedent Maintained a Living Trust (Attach a copy of Trust) 8. Total Number of Safe Deposit Boxes Litigation Proceeds Received U 10. Spousal Poverty Credit (~ato of death t:~t~on 12-$1-0~ ~nd 1-~-05) ~ 1 1. Election to tax under Sec. 911 3(A) ~ (Attach Sch O) ?HIS SECTION ~UST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL T.~ INFORMATION SHOULD BE DIRECTED TO: 1. Real Estate (Schedule A) (1) $0.00 OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) $0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) $0.00 4. Mortgages & Notes Receivable (Schedule D) (4) $0.00 : 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) (5) $225,965.71 6. Jointly Owned Property (Schedule F) (6) $0.00 I I Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) $46,751.28 (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (8) $272,716.99 9. Funeral Expenses & Administrative Costs (Schedule H) (g) $16,018.57 10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) $3,973.45 11. Total Deductions (total Lines 9 & 10) (11 ) $19.992.02 12. Net Value of Estate (Line 8 minus Line 11 ) (12) $252,724.97 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) $0.00 made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) $252,724.97 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x (15) $0.00 16. Amount of line 14 taxable at lineal rate x !0~ (16) $11,372.62 17. Amount of line 14 taxable at sibling rate x .12 (17) $0.00 18. Amount of line 14 taxable at collateral rate x .15 (18) $0.00 19. Tax Due (19) $11,372.62 20. ~ Copyright 2000 David James Thorpe, Esq. Decedeht's Complete Address: STREET ADDRESS Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) $11,372.62. 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount : : Total Credits (A + B + C) (2) $10,500,00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) $0.00 4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) $872.62 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) $872.62 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or its income; c. retain a revisionary interest; or d. receive the promise for life of either payments, benefits or care? 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? 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?. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and 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 the information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RET~J~N DATE ADDRE="~S ~ -- (~ - SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE A D D'I~..S,~ 355 N. 21-t St., Ste. 205, Camp Hill, PA 17011 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 no 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 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 2000 David James Thorpe, Esq. LAST WILL and TESTAMENT of RAYMOND L. SISK, SR. I, RAYMOND L. $15K, SR., of East Pennsboro Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this for and as my Last Will and Testament, hereby revoking any and all Wills by me at any time heretOfore made. ITEM I - I direct my Executor to pay all my just and lawful debts and funeral expenses out of my personal Estate as soon after my decease as is convenient. ITEM II - I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal, and mixed, to my children, RAYMOND L. SISK, JR, HAZEL MARIE THOMPSON and BARBARAA. STRINE, and to my granddaughter, CHERYL LYNN LEWIS, in equal shams, per stirpes. ITEM III - All federal, state and other death taxes, payable because of my death with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered part of the expenses of the administration of my estate and shall be paid from my estate without apportionment or right of reimbursement. All such taxes on present or future interests shall be paid at such time or times as my Executor may think proper, regardless of whether such taxes are then due. ITEM IV - I nominate, constitute and appoint my son, RAYMOND L. SISK, JR., and my daughter, BARBARA A. STRINE, to be the Co- Executors of this my Last Will and Testament, or the survivor of them. RUPP and MEIKLE, 355 NORTH 21sT STREET, SUITE 205, CAMP HILL, PA 17011 ITEM V - No beneficiary or remainderman of this Will shall have any right to alienate, encumber, or hypothecate his or her interest in any manner, nor shall any interest of any beneficiary or remainderman be subject to claims of his or her creditors or liable to attachment, execution or other process of law. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /'~' day of ,2002. · / HIS Sisk, Sr. MARK Signed by RAYMOND L. SISK, SR., by his mark and his name subscribed by , in his presence and by his express direction and authority, he having declared his inability to sign his name, in the presence of us, who at his request, in his presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses: Witnesses: ~)~ AJ- .~>~.~ residing at: ~~-~~ residing at:/z~/~~~, COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND :' WE, RAYMOND L. SISK, SR., , and , the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and to the best of his or her knowledge the Testator was at thattime eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. HIS Rayi~ond L. Sisk, Sr. MARK Signed by RAYMOND L. SISK, SR., by his mark and his name subscribed by ; in his presence and by his express direction and authority, he having declared his inability to sign his name, in the presence of us, who at his request, in his presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses: Witness Subscribed, sworn to, and acknowledged before me by RAYMOND L. SISK, SR., the Testator, and subscribed and sworn to before me by , and , witnesses, this day of ,2002. Notary Public COMMONWEALTH OF PENNSYLVANIA SCH EDU LEE INHERITANCE TAX RETURN CASH, BANK DEPOSITS, & MISC. RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF SISK, SR., RAYMOND L. FILE NUMBER 21-03-0022 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION I VALUE AT DATE NUMBER I OF DEATH ~. ~n ;* Refund ~ SerViCes 2~ 2~ LOTS-' Ch~ ~ 3. ~ Pointe at C~-~ ~N~ ~e 4. - ~ I~ Premium 5. CheCking Account NO~41~9~t: 'Date off,th In~amsst,~$21.74 6. ~cate of Deposit No. 3061315: Date of Death Interest- $22~47 7. ~cate of Depesit No. 3061572: Date of Death Interest - $27,97 ' 8. Oerfificate of ~it No. 3062095: Date of Death Interest, $~14~t.12 9: ~ficate of ~it Ne~ ~~, Principal -$5,365.18 - Accrued lnterest,~.96 ~0., Ce~flcate of ~ No~'~02 ~ Principal - $25,000.00 - ~ I~ ~$47~37 ~ t,~ Certifl~ of~De~, ~ itN0~ 958271741 ~ P~cipal ~ $10,000.00 ~ AOcrued Int~ ~; ~te of ~[~NO, 961303432 ~ ~ $25,006~08 ~ ~ed tnterest- 13~ ~ersonal Prop~ - S~ Affac~ed TOTAL (Also enter on line 5, Recapitulation) $225,965.71 Copyright 2000 David James Thorpe, Esq. of Ma~sville'-~~~ P.O. Box B Marysville, PA 17053-0017 MAIN OFFICE: RIDGEVIEW OFFICE: 101 Lincoln Street 500 S. State Road Phone: (717) 957-2196 Phone: (717) 957-2114 Fax: (717) 957-4578 Fax: (717) 957-4678 APRIL 3, 2003 RUPP AND MEIKLE 365 NORTH 21sT ST STE 205 / CAMP HILL PA 17011 RE: ESTATE OF RAYMOND L SISK SR HERE IS THE INFORMATION YOU REQUESTED PER YOUR LETTER: CHECKING 41-539-1 CD 3061315 RAYMOND L SISK SR RAYMOND L SISK SR OR BETTY L SISK OPEN: 12-8-02 OPEN: 2-8-01 INTRATE: 1.15% INTRATE: 2.05% DOD BALANCE: $22,999.71 DOD BALANCE: $40,014.34 DOD INTEREST: 21.74 DOD INTEREST: 22.47 CD 3061572 CD 3062095 RAYMOND L SISK SR OR BETTY RAYMOND L SISK OPEN: 6-29-01 OPEN: 7-30-02 INT RATE: 2.15% INT RATE: 1.75% DOD BALANCE: $29,672.72 DOD BALANCE:: $65,405.88 DOD INTEREST: 27.97 DOD INTEREST: 141.12 IF YOU REQUIRE ANY FURTHER INFORMATION, PLEASE CONTACT US. SINCERELY, BA~A~ C~STO~ SB~ICB LOOK FOR US. W~'U_ ~T YOU THERE 03/31/2003 RUPP & MEIKLE 355 N 21ST ST SUITE 205 CAMP HILL PA 17011 The information which you requested on the account(s) of RAYMOND SISK (Social Security Number 401-28-7721 ) is/are as follows: Account Number 900003085 900003102 958271741 961303432 Class of Account CERTIFICATE CERTIFICATE CERTIFICATE CERTIFICATE Date Opened 02/13/98 03/02/98 07/05/95 04/03/97 Principal Balance 5365.18 25000.00 10000.00 25006.08 Accrued Interest 9.96 47.37 14.50 40.00 Balance at Date of 5375.14 25047.37 10014.50 25046.08 Death Account Ownership BURIAL ACCT JTO/DECD JTO/DECD JTO/DECD Name of Joint BETTY SISK- BETTY SISK- BETTY SISK- Owner, if any DECD DECD DECD Date Ownership Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Sin)zerely,t ff Information ~ ,4 ./ Requested ~A~T~ ~OU~ SENIOR SERVICES REP. P.O. Box 171 I, HARRISBURG. P~NNSYLVANIA 17105-1711 Toll Free 1-866-WAYPOINT (I-866-929-7646) · IN YORK AREA 717/81S-4S00 · www. wagpointbank.com SCHEDULE OF PERSONAL PROPERTY - RAYMOND L. SISK, SR., ESTATE N0.2003-00022 Silver Plate $10.00 Dishes $12.00 Quilt $3.00 Bible $1.00 Vase $1.00 Ceramic Christmas Tree $2.00 Pots and Pans $10.00 Steak Knives $2.00 Two Sweepers $10.00 China Closet $35.00 Shotgun $75.00 Rifle $100.00 22 Pistol $15.00 22 Rifle $50.00 Afghan $3.00 Household Dishes $2.00 Casseroles $2.00 Silverware $3.00 Glasses $1.00 Miscellaneous $7.00 ................ $344.00 CO"~ON~,~TH O~ ~ENNS~V^N,^ S C H E D U L E G INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS & RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF SISK, SR., RAYMOND L. FILE NUMBER 21-03-0022 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 /es. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE ATTACH A COPY OF THE OEED FOR REAL ESTATE. TOTAL (Also enter on line 7, Recapitulation $46,751.28 (If more space is needed, insert additional sheets of the same size) Copyright 2000 David James Thorpe, Esq. COMMONWEALTH OF PENNSYLVANIA S C H E D U L E H INHERITANCE TAX RETURN FUNERAL EXPENSES & RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF SISK, SR., RAYMOND L. FILE NUMBER 21-03-0022 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNE~ EXPENSES: ,% Sullivan Fu~H0me - F~I ~ $79.20 2. The Rev; ~ge Jensen - Religio~ Services at F~ ~.~ 3. ,J~:~i ~ ~nlst at F~I $50.00 4. Raymor~ L SiSk,:Jr;,:and Barbara A. Strine - R~mbursement for Lunch after Funeral $I00.00 1. Personal RePresentalive's ~mlssions - ~,889.00 I Social S~ ~s) /EIN Number of Personal Representative(s) Street Address t04 ~ Drive, New Cumberland. PA 17070' I ' 7288 Sadie Lane, Be levitle, MI 48111 cty State Zip , 2~ $5~000.00 3~ Family ~pti0n: (If d~ent'S ~is not the same as claimant's, attach ex~l~on) Claimant, Street Address City State Zip Relaflonship~.~nt to ~t 4'. Probate Fees-:Register of Wills - PrObate,. Letters, Short ~tes 5. Tax Return Preparer~s.Fees ~ Rupp and Meikle - 1040 and PA 40for 2002 [ $115.50 $85.00 7 $1~93.87 8. Cumbertar~t ~ J~ ;.AdvertiSing Estate 9. 10. $9.00 $4.00 TOTAL (Also enter on line 9, Recapitulation) $16,018.57 (If more space is needed, insert additional sheets of the same size) Copyright 2000 David James Thorpe, Esq. OO~ONVV~LT, OF PENNSY'V^N,A S C H E D U LEI INHERITANCE TAX RETURN DEBTS OF DECEDENT, RESIDENT DECEDENT MORTGAGE LIABILITIES, & LIENS ESTATE OF SISK, SR., RAYMOND L. FILE NUMBER 21-03-0022 Include unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1. :h0ice Nurings - ServiCeS $353.44 2. ~e Pharmatech - Drugs $348;49 3. Raymond L. Sisk, Jr. - Care~ Tran~ion, etc. $3,~77.87 4. West~ EMS - BLG -Ambulance Services $93.65 , I TOTAL (Also enter on line 10, Recapitulation) $3,973.45 (If more space is needed, insert additional sheets of the same size) Copyright 2000 David James Thorpe, Esq. · O ONW ,TH PENNS 'VAN,^ SCH EDU LE J INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF SISK, SR., RAYMOND L, FILE NUMBER 21-03-0022 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 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 $0.00 (If more space is needed, insert additional sheets of the same size) Copyright 2000 David James Thorpe, Esq. FORM 16 REG. WILLS INVENTORY (Number and street) (city) ,Cumberland County, Pennsylvania, (Borough or Township) (Zip Code) who died (date of death) PERSONAL ESTATE SCHEDULE i Verizon - Refund - Telephone Services $4~15 2. 2 Cemetery Lots - Chestnut Grove : ' 3. Outlook Pointe at Creekview- Refund - Nursing Home 4 Blue Shield - Refund - medical Insurance Premium First National Bank of Marysville 5. CheckingACc°unt :No. 41-539-1 6. Cerfifi~te of Deposit No. 3061315 4.34 7. Certificate, of Deposit No~ 3061572 8. certificate of Deposit No. 3062095 Wa~int Bank 9. Certificate of Deposit NO. 900003085 10: Certificate of De~t No. 900003102 11. CertifiCate of Deposit No. 958271741 12. Certificate of Deposit No. 961303432 13. Personal Property- Schedule Attached Copyright 2000 David James Thorpe, Esq. AFFIDAVIT OF EXECUTOR OR ADMINISTRATOR Commonwealth o! P .ns lb .iass: Count o[ Cumb r[enb Personally before me,the undersigned authority, a in and for said County and State, appeared Raym°~d L' SiSk, jr: and Ba~ara:AI who, being duly sworn according to law, deposes and says that they are the co-executors of the estate of , deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of deceased, except real estate outside the Commonwealth of Pennsylvania, that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be fair value of said items as of the date of the decedent's death. Sworn and subscribed before me this day of CO-EXECUTORS DITIONAL INSTRUCTIONS 1. The inventory shall the account is filed or the due date, including any extension, for the filing of the Inheritance Tax Return (9 months from the date of death) whichever comes first. 2. A Supplemental inventory must be filed within thirty days of discovery of additional 3. An original and two copies must be filed. 4. Additional sheets may be attached as to personalty or 5. See Section 3301 et seq. Of the Probate Estates and Fiduciaries Code of 1972, as amended. 6. The inventory must be typed. Copyright 2000 David James Thorpe, Esq. SCHEDULE OF PERSONAL PROPERTY - RAYMOND L. SISK, SR., ESTATE N0.2003-00022 Silver Plate $10.00 Dishes $12.00 Quilt $3.00 Bible $1.00 Vase $1.00 Ceramic Christmas Tree $2.00 Pots and Pans $10.00 Steak Knives $2.00 Two Sweepers $10.00 China Closet $35.00 Shotgun $75.00 Rifle $100.00 22 Pistol $15.00 22 Rifle $50.00 Afghan $3.00 Household Dishes $2.00 Casseroles $2.00 Silverware $3.00 Glasses $1.00 Miscellaneous $7.00 ................ $344.00 /'~//~//-/'~' /~/ COHHONNEALTH OF PENNSYLVANZA BUREAU OF TNDZVZDUAL TAXES DEPARTHENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17118-060! NOTICE OF ZNHERTTANCE TAX APPRAISENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-Z$~? EX AFP (01-05) Recor(~ '" ~ :7c of DATE 06- 03- Z 00 $ _~:!:::~, ESTATE OF SISK SR RAYHOND k DATE OF DEATH 11-15-2001 FILE NUNBER 11 03-0012 HERBERT G RUPP '0~ JUN -6 ~1:50 COUNTY CUHBERLAND ACN 101 STE 205 Amount 355 N Z1ST ST~="~,:h~ CAHP HILL ~t~l~~lil .L. HAKE CHECK PAYABLE AND REH~T PAYHENT TO= RE~STER OF NILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG TH~S L~NE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-lSd7 EX AFP (01-05) NOT~CE OF ~NHER~TANCE TAX APPRA~SENENT~ ALLONANCE OR D~SALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF SISK SR RAYHOND L FILE NO. 21 03-0022 ACN 101 DATE 06-03-2005 TAX RETURN NAS: { X) ACCEPTED AS FILED { ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) {1} O0 NOTE: To insure propaP 2. Stocks end Bonds (Schedule B) {~} O0 cpadit to youp account, $. Closely Held Stock/Pa~tnaPship ~ntarast (Schedule C) {$) O0 suba~t the upper poption ~. Ho~tgagas/Notas Receivable (Schedule D) {~) .00 of thls fop= ~Ath youp $. Cash/Bank Deposits/N~sc, Pa~sonal Property (Schedule E) {$) 225~965.71 tax 6. Jointly Owned PropePty (Schedule F) (6) O0 7, T~ansfers (Schedule G) (7) q6~751.28 8. Total Assets (8) 272,716.99 APPROVED DEDUCTZONS AND EXENPT/ONS: 9. Funeral Expenses/Adm. Costs/H/sc. Expanses (Schedule H) (9) 16,018.57 10. Debts/Ho~tgage L1ab111tias/Liens (Schedule Z) (10) 11. Total Deductlons (11) lg.gg2.B2 12. Net Value of Tax Return (1~) 252,72~.97 15. Cha~1table/Gove~nmantal Bequests; Non-elected 9115 T~us*s (Schedule J) (15) .00 1~. Net Value of Estate Sub~ect to Tax (1~) 252,72~.97 NOTE: Z~ an assessment gas issued pPeviously~ lines 14~ 15 and/oP 16~ 17, 18 and 19 gill Pe~lect ~iguPes that /nclude the total o~ ALL PetuPns assessed to date. ASSESSHENT OF TAX: 15. Aaount of L/ne 1~ at Spousal rate (15), .OD X O0 = .00 16. Aaount of Line 1~ taxable et Lineal/Class A Pete (16), 252,72~.97 X 0~5 = 11,372.62 17. Amount of L/ne 1~ et Sibling Pete (17), .00 x 12 = .00 18. Amount of LAne 1~ taxable et Collateral/Class B Pete (18) .0§ X 15 = .00 19. PP1ncipal Tax Due (19)= 11,$72.62 TAX CREDZTS: PAYfl~NT REC~I~I DZSCOUNT AHOUNT PA/D DATE NUHBER ZNTEREST/PEN PAZD (-) 05-1~-2003 CD002290 526.32 10,000.00 0~-25-2003 CD002~91 .00 872.62 TOTAL TAX CREDTT I 11,398.9~ BALANCE OF TAX DUEl 26.32CR TNTEREST AND PEN. .00 TOTAL DUE 26.32CR ZF PAID AFTER DATE INDICATED, SEE REVERSE ( ZF TOTAL DUE TS LESS THAN $1., NO PAYNENT ZS REI~UZRED. FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR TNSTRUCTZONS.) 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 Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To ~ulfill the requirements of Section ZllO of tho Inheritance and Estate Tax Act) Act 23 of ZOO0. (7Z P.S. Section 91~0). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILES, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at tho Office of the Register of Hills, any of the 23 Revenue District Offices) or by calling the special Z~-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers #ith special hearing and / or speaking needs: 1-800-~7-30Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with tho appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount ar interest) as shown on this Notice must object within sixty (80) days of receipt of this Notice by: --written protest to the PA Department of Revenue) Board of Appeals, Dept. Z81021, Harrisburg, PA 171Ze-lOZ1) OR --election to have the matter determined at audit of the account of the personal representative) OR --appeal to the Orphans' Court. ADHIN- ISTRATIVE 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 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lEO1) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after tho dacadent's death, a five percent (5Z) discount of the tax paid is allowed. PENALTY: The 1SZ tax amnesty non-participation penalty is computed on the total of the tax and interest assmssed) and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal tho 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 I) 198Z bear interest at the rate of six (EZ) percent per annum calculated et a daily rate of .00016~. All taxes which became delinquent on and after January I, 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 198Z through Z003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z lOX .0005~8 1987 9Z .O00Z~7 1999 7Z .00019Z 1983 16Z .000~38 1988-1991 llZ .000301 ZOO0 8Z .000Z19 198~ Ill .000301 1992 9Z .O00Z~7 ZOO1 9Z .O00Z~7 1985 13Z .000356 1993-199~ 7Z .000192 ZOO2 6Z .00016~ 1986 lOZ .000274 1995-1998 9Z .000247 2003 SZ .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBBR OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must bo calculated. CONNONNEALTH ENNSYLVAN A BUREAU OF ZNDZVIDUAL TAXES DEPARTHENT OF REVENUE ZNHERZTAHCE TAX DZVZSZDN DEPT. 280601 ZNHERZTANCE TAX HARRISBURG, PA 17128-0601 STATEMENT OF ACCOUNT REV-I&07 EX AFP (~1-05) ...... ~_ ~ ~ DATE 06-25-2003 :~,, .'! 'i~ ESTATE OF SISK SR RAYMOND L DATE OF DEATH 12-15-2002 FZLE NUHBER 21 03-0022 '03 JUL ]1 A';t'2..P COUNTY CUNBERLA,D HERBERT G RUPP ACN 101 STE 205 I Amoun~ RelL~ed 355 N ZIST ST CAMP HILL PA HAKE CHECK PAYABLE AND REHZT PAYNENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLZSLE, PA 17013 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his fore ~i~h your ~ex payment. CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS REV-1607 EX AFP (01-03) ~## ZNHERZTANCE TAX STATEHENT OF ACCOUNT ESTATE OF S/SK SR RAYHOND L FTLE NO. 21 03-0022 ACN 101 DATE 06-23-Z003 THZS STATEMENT ZS PROVZDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHO#N BELON ZS A SUMMARY OF THE PR'rNCZPAL TAX DUE,, APPLZCATZON OF ALL PAYMENTS~ THE CURRENT BALANCE,, AND,, ZF APPLZCABLE,, A PROJECTED ZNTEREST FZGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-03-2003 PRINCIPAL TAX DUE: ...................................................................................................................................................................................................................... 11,$72.62 PAYMENTS (TAX CREDZTS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER ZNTEREST/PEN PAID (- AMOUNT PAID 05-1q-2003 CDOOZZ90 526.$Z 10,000.00 Oq-ZS-ZO03 CDOOZq91 .00 872.62 06-09-2003 REFUND .00 26.32- TOTAL TAX CREDTT 11,372.62 BALANCE OF TAX DUE .00 TNTEREST AND PEN. .00 TF pATD AFTER THTS DATE, SEE REVERSE TOTAL DUE .00 STDE FOR CALCULAT/ON OF ADDTTTONAL ZNTEREST. ZF TOTAL DUE TS LESS THAN $1) NO PAYMENT TS REI~U/RED. TF TOTAL DUE ]:S REFLECTED AS A 'CREDZT' (CR)) YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR TNSTRUCTTONS. PAYNENT: Detach the top portion of this Notice and submit eith your payment made payable to the name and address printed on the reverse side. -- if RES[DENT DECEDENT cake check or money order payable to: REGZSTER OF WZLLS, AGENT. -- if NON-RES[DENT DECEDENT make check or money order payable to: COHHON#EALTH OF PENNSYLVANZA. REFUND (CR): A refund of a tax credit, ahich ams nat requested an the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania inheritance and Estate Tax" [RE¥-1515). Applications are available at tho Office of the Register of Wills, any of the 23 Revenue District Offices or from tho Department's Z4-hour ansmaring service for fores ordering: 1-800-561-Z050; services for taxpayers .ith special hearing and / or speaking needs: 1-800-4~7-3010 (TT only). REPLY TO: guastions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717} 787-6505. DISCOUNT: if any tax due is paid within three (5) calendar months after the dacedant's death, a five percent (51) discount of the tax paid is allomad. PENALTY: Tho 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. [NTEREST: [ntarest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day fram the data of death, to the date of payment. Taxes which became delinquent before January l, 1981 bear interest at the rate of six (61) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January 1, 1981 ail1 bear interest at a rate which will vary from caZendar year to caLendar year with that rate announced by the PA Department of Revenue. The applicable interest rates far 1982 through 1005 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1981 ZOZ .0005q.8 1987 91 .0001~.7 1999 71 .000191 1983 161 .000~38 1988-1991 111 .000~01 2000 8X .000219 198~ 1XZ .000301 1992 91 .0002~7 2001 91 .0002q7 1985 13Z .000356 1993-1996 72 .000192 ZOOZ 62 .00016~ 1986 lOX .00027~ 1995-1998 92 .0002~7 ZO03 52 .0001~7 --Interest is calculated as follows: ZNT~R~ST = BAL&NCH OF TAX UNPAZD X NUNBHR OF D&~S DELZN~U~NT X DAZL~ ZNTEREST FACTOR --An~ Notice ~ssued after the tax becomes delinquent ~1 reflect an ~nterest calculation to fifteen (15) da~s beyond the dats of the assessment. If payaent ~s made after the interest compu~tion date sho~n on the Notice, additional interest must be calculated. Cumberland County Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/10/2004 RUPP HERBERT G JR ESQ 355 NORTH 21ST ST SUITE 205 CAMP HILL, PA 17011 RE: Estate of SISK PJtYMOND L SR File Number: 2003-00022 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 12/15/2004 Your prompt attention to this matter wzll be appreciated. Thank You. Sincerely, GLENDA FARNER STP-ASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge JRD/June30, 1992/17858 JAN 1 2 20GV Estate No.: 21-03-0022 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA In Re: Estate of Raymond L Sisk, Sr. Late of Hampden Township NO. 21-03-0022 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Raymond Sisk, Jr, & Barbara Strine Counsel for Personal Representative: Herbert Rupp, Jr. Esquire Date of Decedent's Death: 12/15/2002 Date of Delinquency Notice: 01/10/2005 The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above narned personal representative nor the above narned counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on November 10, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6,12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 01/13/2005 I#Pld~ ~)/&J~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative (s) Counsel for Personal Representative Estate File "M.~Lf,..t<105 '1:~oAM A hearing is scheduled for at in Courtroom No.3. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. c/ . " i G Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name ofDecedent: 1< ~ ON rv t- <.I I ..s r /2.. / I r 1(;1 OlJ?- I f 3/- 03 - 662-:l- J~ Date of Death: Estate 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 fit- No 0 2. Ifthe 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 perso~epresentative file a final account with the Court? Yes 0 No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the perso~presentative state an account informally to the parties in interest?Yes^ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: O~/'2 t ~~ > ~"''''''4W".. \ Signature ~'O)2 ~ el..... c', ("-) ~P'f~"'t} I '5 \';; \<. :)n.. Name 10,\ G-~,=-e.1\> woo d Dp, \\).0 f\.lf'.u C,'rnhp.Q.LA~JI'I ~~ ,"n,o Address c....J '1,-q3~~~93D Telephone No. Capacity: "'I)((Personal Representative 1]' Counsel for personal representative c! '--7