HomeMy WebLinkAbout04-0829
PETITION FOR PROBATE and GRANT OF LETTERS
Al<4na L~a Sicheri a/k/a " J ~. I 0 -"'9
ESTate of Lena Slcherl No. ~ - U""f - ~_.
also known as Lena B. Sicheri To:
Register of Wills for the
· Deceased. County of Cumberland in the
Social Security No. 200-32-2505 Commonwealth of Pennsylvania
The petition of the undersigned respectfully repn~sents that:
Your petitioner(s), who is/are 18 years of age or older arPthe executrix
in the last will of the above decedent, dated 10- 21-1972
and codicil(s) dated
named
. 19_
(state relevant circumstances, ",g. renunciation, death of exeCUtor, etc.)
Decendent was domiciled at death in
her last family or principal residence at
Cumberland County. Pennsylvania, with
208 College Hill Rd., Enola, PA 17025
(list 5treet, number and muncipality)
Decendent, then 89 years of age, died August 2, 2004 , 19
m Holy Spirit Hospital, Camp Hill, PA
Except as follows, decedent did not marry, was 001 divorced and did not have a child born or adopted
after execution of the will offered fot probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
50,000.00
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WHEREFORE, petitioner(s) respectfully request(s) the probate of the' last will2Jnd codicil(s)
presented herewith and the grant of letters
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Zita Sicheri
208 College Hill Rd.
Enola. PA 17025
OATH OF"PERSONAL REPRESENTATIVE
COMMONWEAL.TH OF PENNSYLVANIA } ss
COUNTY OF _ Cumberland
sw. orn to or affirmed and subscribed {- I.
before me this 10th day of
September .~~ .
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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 represen-
tative(s) of the above decedent petirioner(s) will well and rridy -wminister the estate according to law.
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No.
lEst2tte of
Lena Sicheri a/k/a Lena B. Sicheri
9 Decle2.sed
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW September 10, 2004 19_. in consideration of the petition on
th.e reve::se si.:.: here::of, t:<:).ti~fz.crcry proof h~ving been pfesel.1.t~d before me,
IT IS DECREED chat the instrumellt(s) dateQ. October 21, 1972
described therein be admitted to probate a!ld filed of record as the last will of
Lena Sicheri a/k/a Lena B. Sicheri
and Letters Testamentary
are hereby granted to Zita Sicheri
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FEES
Proba.te, Letters, Etc. .. . . . . , .. S
Shon Cenificates( ).......... $
Renunciation ............. _ ., $
$
TOTAL _ .$
James A. Meyer
AITORNEY (Sup. Ct. LD. No.)
115 Lafayette St., St. Marys, PA 15857
.'\DDRESS
814-781-3445
Filed
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OATH OF SUBSCRIBING WITNESS
Estate: of Lena Sicheri a/k/ a Lena B. Sicheri No. J I - () L/ -0 f;).. ~
Also Imown as
, Deceased
Zita Sicheri
(each) a subscribing witness to the wil1Jcodicil presented herewith, (each) being duly qualified
according to law, depose(s) and say(s) she was present and saw
Lena Sicheri a/k/ a Lena B. Sicheri , the testatrix, sign the same and
that she signed as a 'Witness at the request of the testat rix in ~....E- presence
and (in the presence of each other) (in the presence of the other subscribing witncss(es).
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208 College Hill Rd., Enola, PA 17025
(Address)
Sworn to or affirmed fll~ subscribed
Before me thi.s &.- /0 h day of
)<2 p+ern r ,20t2!:L-
(Name)
(Address)
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OATH OF NON-SUBSCRIBING WITNESS
Estate of
Lena Sicheri
No.
d I-OV -0 f/;J7
Also knO\vn as
Lena B. Sicheri
, Deceased
James A. Meyer, Esq.
(each) a subscriber hereto, (each) beu.1g duly qualified according to law, depose(s) and say(s) that
I am familiar with the signature of Lena Sicheri , testatrix of
(one of the subscribing witnesses to) the codicil/will presented herewith and that --1...- believeR
the signature on the codicil/will is in the handwriting of Lena Sicheri
to the best of my Imowledge and belief.
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(Name)// James A. Me~r, Esq.
115 Lafayette St.. St. Marys, PA 15857
(Address)
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Swam to or affinned an~SUbscribed
Before rm this J 0 h day of
5",p her ,20.fit-
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(Name)
(Address)
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I~ ! II certify that the information here given is correctly copied fro~ an original ce~~ific~te of death dulr filed with
R(~gistrar. Thc original certificate will be forwarded to the State Vital Records Office for permanent fIlmg.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No,
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Local Registrar
Fee for this certificate. $2,00
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
ITAlI rIlE JIJMIEfI:
.EJPRIHT
IN
tMANEHT
ACK INK
NAME OF DECEDENT (First. MIdcIe.lMt)
1.
AGE (l.SI Bw1hdlty)
SEX
[EMALE
~ iECURITY !NI'BER
a. 2uu - 3L _
89
VIS
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COUNTY Of DEATH
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(Spoc:ify)
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DECEDeNT'S USUAL OCCUPA T10N
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DECEDENT'S MAILING ADORES (trMt.
208 College Hill
Bnola, PA 17025
,.,
FATHER'S NAME (Fi~I, Midc:Ie. l.at)
11. Frank Sicheri
INFQR""ANT'S NAME (Type.t:'Ttnt)
20.. zi ta Sicheri
METHOD OF 01$ ITlON
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FH St. Marys. PA 15857
17043
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LAST WILL AND TESTAMENT
OFALDINA LENA SICHERI,
ALSO KNOWN AS LENA SICHERI
BE IT REMEMBERED, that I, ALDINA LENA SICHERI, also known as
LENA SICHERI, of Fox Township, Elk County, Pennsylvania, being of sound
mind, memory and understanding, do make, publish and declare this as and
for my Last Will and Testament, hereby revoking and making null and void
any and all wills and testaments or writings in the nature thereof by me
at any time heretofore made.
FIRST.
I order and direct the payment of all my just debts
and funeral expenses as soon as conveniently may be after my decease.
SECOND.
All the rest, residue and remainder of my estate,
both real and personal, whatsoever and wheresoever situate, I give, devise
and bequeath, share and share alike, to my sisters, Rosa Sicheri and Zita
Sicheri, or the survivor of them.
THIRD.
I hereby nominate, constitute and appoint my sister,
Zita Sicheri, to be the executrix of this my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
}.-J 4 day of October, 1972.
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,C.TTORNEYS AT LAW
5 T. MARYS. PA.
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Signed, sealed, published and declared
by the above named Aldina Lena Sicheri,
also known as Lena Sicheri, Testatrix,
as and for her Last Will and Testament,
in the presence of us, who, at her request,
and in her presence, and in the presence
of each other, have hereunto signed our
names as subscribing witnesses thereto.
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'I!SCUll, GIEGOIf & CU'PllO
ATTORNEYS AT LAW
ST. MAHYS, PA.
LAW OFFICES
JAMES A. MEYER
THOMAS G. WAGNER
M.EYER & WAGNER
Mary C. Wagner, Associate
October 29,2004
Register of Wills, Cumberland County
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013-3387
Att: Register of Wills, Agent
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F:':
Re:
Lena B. Sicheri
No. 2004-00829
PA No. 21-04-0829
SSN 200-32-2505
Date of Death: August 2, 2004
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Enclosed herewith please find a check in the amount of $20,000 payable to the Register
of Wills, Agent, as prepayment of Pennsylvania Inheritance Tax for the above-referenced
estate.
Please acknowledge receipt of said check by signing the enclosed Receipt and returning it
in the envelope provided. Thank you for your assistance. If you have any questions,
please contact me.
cc: Zita Sicheri
115 LAFAYETTE S1: · S1: MARYS, PA 15857. PH, (814) 781-3445. FAX (814) 834-9076. E-mail meyerwagner@ncentraLcom
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004569
MYERS JAMES A ESQUIRE
'115 LAFAYETTE STREET
ST MARYS, PA 15857
_h___h fold
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
ESTt~TE INFORMATION: SSN: 200-32-2505
FILE NUMBER: 2104-0829
DECEDENT NAME: SICHERI LENA B
DA TE OF PAYMENT: 11/01/2004
POSTMARK DATE: 11/01/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 08/02/2004
101 I $20,000.00
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TOTAL AMOUNT PAID:
$20,000.00
REMARKS: MEYER
CHECK#1083
SEAL
INITIALS: CCP
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
RECEIPT
I, GLENDA FARNER STRASBAUGH, Register of Wills for Cumberland County,
Pennsylvania, hereby acknowledge receipt of the sum of Twenty Thousand Dollars
($20,000) as payment made at discount of a portion of the inheritance taxes due in the
estate of Lena B. Sicheri, late of East Pennsboro Twp., Cumberland County,
Pennsylvania, who died August 2, 2004.
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Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 12/06/2004
MYERS JAMES A ESQUIRE
115 LAFAYETTE STREET
ST MARYS, PA 15857
RE: Estate of SICHERI LENA B
File Number: 2004-00829
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 12/20/2004
Your prompt attention to this matter will be appreciated.
Thank You.
~~~
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 12/06/2004
SICHERI ZITA E
208 COLLEGE HILL ROAD
ENOLA, PA 17025
RE: Estate of SICHERI LENA B
File Number: 2004-00829
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 12/20/2004
Your prompt attention to this matter will be appreciated.
Thank You.
r~~
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
cc: File
Counsel
Judge
CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent:
Lena B. Sicheri
Date of Death:
August 2. 2004
Will No.:
Admin No.:
2004-00829
To the Register:
I certify that notice of (benelicial interest) estate administration 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
Name
Address
Zita E. Sicheri
208 College Hill Rd., Enola, PA 17025
Zita E. Sicheri is the Executor and sole heir of the estate of
Lena B. Sicheri, and no Notice of Administration was sent to her.
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: /:2- (0 () 'I
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Sign ture
James A. Meyer
Name
115 Lafayette St., St. Marys, PA 15857
Address
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Capacity: 0 Personal Representative
Ul Counsel for personal representative
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage. Esq
Solidtor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle. PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
406
6/10/2005
AIDINA LENA SICRERI
21-04-0829
JAMES A MEYER, ESQ.
115 LAFAYETIE ST
JA
ST. MARYS, PA 15857
Qty
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Fee Description
Additional Probate
Fee T ota]
294.00 $294.00
T otat:
$294.00
Checks should be made payable to the Register of Wills, Terms: Net 30.
Please return one copy of this invoice with your payment, Thank you,
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
,
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
406
6/10/2005
AIDINA LENA SlaffiRI
21-04-0829
JAMES A MEYER, ESQ.
115 LAFAYETTE ST
JA
ST. MARYS, PA 15857
Qty
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Fee Description
Additional Pro bate
Fee Total
294,00 $294.00
Total:
~
$294.00
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Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment, Thank you.
LAW OFFICES
'AMES A. MEYER
THOMAS G. WAGNER
MARY C. WAGNER, ASSOCIATE
MEYER & WAGNER
June 9, 2005
Register of Wills, Cumberland County
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013-3387
Re:
Lena B. Sicheri
No. 2004-00829
PA No. 21-04-0829
SSN 200-32-2505
Date of Death: August 2, 2004
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Enclosed please find the following:
1. Inheritance tax return for the Estate of Aldina Lena Sicheri (2 copies)
2. A check in the amount of $79,891.80 representing the balance of the inheritance
tax due plus interest calculated to June 10, 2005
3. A check in the amount of $16 to cover the filing fee for the return
If you need anything further, please contact me.
Enclosures
115 LAFAYETTE S1. · S1. MARYS, PA 15857 · PH. (814) 781-3445 · FAX (814) 834-9076 . E-mail meyerwagner@ncentral.com
REV.1500 EX + (6-00)
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OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
II 04
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
0829
NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Sicheri, Aldina Lena
DATE OF DEATH (MM-DD-YEAR)
200-32-2505
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
DATE OF BIRTH (MM-DD-YEAR)
08-02-2004
05-06-1915
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
~ 1, Original Return
D 4. Limited Estate
~ 6. Decedent Died Testate (Attach
copy of Will)
D 9. Litigation Proceeds Received
D
D
D
D
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10 Spousal Poverty Credit (date of death between
. 12-31-91 and 1-1-95)
D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
1 8. Total Number of Safe Deposit Boxes
D 11,Election to tax under Sec. 9113(A)(Attach Sch 0)
2, Supplemental Return
COMPLETE MAILING ADDRESS
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NAME
James A. Meyer
FIRM NAME (If applicable)
Meyer & Wagner
TELEPHONE NUMBER
814/781-3445
115 Lafayette Street
St. Marys, PA 15857
OFFICIA~ USE ONLY
'ht 2002 form software only The Lackner Group, Inc.
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855,300.76
21,147.00
834,153.76
0.00
834,153.76
0.00
0.00
100,098.45
0.00
100,098.45
1. Real Estate (Schedule A)
(1 ) None
(2) 105,014.01
(3) None
(4) None
(5) 442,338.28
(6) 212,353.83
_J7)_ _~J;-,-594. 6Anu
(8)
(9) 21,147.00
(10)
2. Stocks and Bonds (Schedule B)
3, Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5, Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
_ _].JQt~[-Vh'QS_TIiClQsfeI~Mi~ce"aneous Non~pr:o~te PJ()JJe~_
(Schedule G or L) D Separate Billing Requested
8, Total Gross Assets (total Lines 1-7)
9, Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11, Total Deductions (total Lines 9 & 10)
(11 )
12. Net Value of Estate (Line 8 minus Line 11)
(12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
z or transfers under Sec. 9116(a)(1.2)
0
i= 16. Amount of Line 14 taxable at lineal rate 0.00 x .045 (16)
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a. 17, Amount of Line 14 taxable at sibling rate 834,153.76 x .12 (17)
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0
u 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18)
S x
19. Tax Due (19)
Form REV-1500 EX (Rev. 6-00;
Decedent's Complete Address:
STREET ADDRESS
208 College Hill Rd.
CITY Enola
I STATE PA
I ZIP 17025
Tax Payments and Credits:
1, Tax Due (Page 1 Line 19)
2, Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
100,098.45
20,000.00
1,052.63
Total Credits (A + B + C)
(2)
21,052.63
3. InteresUPenalty if applicable
D. Interest
E. Penalty
422.99
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3) 422.99
(4)
(5) 79,468.81
(5A) 422.99
(5B) 79,891.80
TotallnteresUPenalty (0 + E)
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
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,
Make Check Payable to: REGISTER OF WILLS, AGENT
1, Did decedent make a transfer and:
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 reversionary interest; or..................................................................................................................
d. receive the promise for life of either payments, benefits or care?............,................................................,
2,- -If aea1h-m;currectClfterElecember12,-1!'l82,-did-decedent transferpropertywithin-one-year of-death without -
receiving adequate consideration?"......,....., ....................."",....""..................",....,...,.,."",....,...........,...."",.....
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
~
~
~
~
Yes
D
D
D
D
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?.........................................,............................................,............................... ~ D
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 information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Zita Sicheri
~
D
D
~
DATE
SIGNATURE OF P
208 College Hill Rd
Enola, PA 17025
tf. - r- tJb
ADDRESS
DATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
Jame
ADDRESS
DATE
c1 A Af!IJ
115 Lafayette Street
St. Marys, PA 15857
L - '* -tJ-r"
d ath 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 se is 3% [72 P.S. 99116 (a) (1.1) (i)],
For dates bt'death on or after January 1, 1995, the tax rate imposed on the net value of transfers te -- 'M 'ho '''''' nf th.. survivinq spouse is 0%
[72 P,S. 99116 (a) (1.1) (ii)], The statute does not exempt a transfer to a surviving spouse from tax ~ 31"75' Jsure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficia Ui..) ~ I. CD
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' CJ D . (5:::;;
natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P,S. 99116 (a) (1.2)]. \\ ? P \. <..:-0
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefic f\ P P 5. c50
99116 1.2) [72 P.S, 99116 (a) (1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 ~ () D
defined under Section 9102, as an individual who has at least one parent in common with the dee
;.
d..'SM .()Q
:r
Rev-1503 EX+ (6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Sicheri, Aldina Lena
FILE NUMBER
21-04-0829
ESTATE OF
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 US Savings Bonds - Date of death value 386.35
2 US Savings Bonds - Various series and issue dates - 104.627.66
see attached list ($13,012.50 price plus $91,615.16
interest)
~ - - -- ------- ------ ~ --------------- - - - -- -- ---- ---- - -- - - - ----- - - -- ~ - - --..-
TOTAL (Also enter on Line 2, Recapitulation) 105.014.01
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc,
Form PA-1500 Schedule B (Rev. 6-98)
Rev-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX. RETURN
RESIDENT DECEDENT
Sicheri, Aldina Lena
FILE NUMBER
21-04-0829
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly..()wned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 First Commonwealth Bank CD No. 1410-051-1000470 - Date of death balance
$22,317.11 plus $3.21 accrued interest
VALUE AT DATE
OF DEATH
22.320.32
2 First Commonwealth Bank CD No. 14140000-3007064 - Date of death balance
$43,783.30 plus $2.62 accrued interest
43.785.92
3 First Commonwealth Bank CD No. 1430-000-0095776 - Date of death balance
$59,426.78 plus $3.54 accrued interest
59.430.32
4 First Commonwealth Bank CD No. 1430-051-1000489 - Date of death balance
$23,939.70 plus $45.24 accrued interest
23.984.94
5 First Commonwealth Bank CD No. 1461-000-0079390 - Date of death balance
$4,030.49 plus $3.01 accrued interest
4.033.50
6 First Commonwealth Bank CD No. 1461-000-0100162 - Date of death balance
_ $114,594._8_9fJll!~J1~6.41 accrue_d_in_terelit
114.791.30
7 First Commonwealth Bank Checking Account No. 0900170449 - Date of death
balance
9.350.43
8 National City Bank Certificate of Deposit #4069 - Date of Death Balance
29.605.73
9 National City Bank Certificate of Deposit #5484 - Date of Death Balance
33.041.53
10 National City Bank Certificate of Deposit #5747 - Date of Death Balance
36.083.29
11 National City Bank Certificate of Deposit #8121 - Date of Death Balance
25.000.00
12 Northwest Savings Bank Certificate of Deposit #1053033542 - Date of Death Balance
40.070.66
13 Wachovia Savings Account #3061950012841 - Date of death balance $840.33
Accrued Interest to date of death $.01
840.34
TOTAL (Also enter on Line 5, Recapitulation)
442.338.28
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc,
Form PA-1500 Schedule E (Rev. 6-98)
Rev-1509 EX+ (6-98)
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT OECEOENT
Sicheri, Aldina Lena
FILE NUMBER
21-04-0829
ESTATE OF
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
A. Zita Sicheri
ADDRESS
RELATIONSHIP TO DECEDENT
208 College Hill Rd
Enola, PA 17025
Sister
B.
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
LETTER DATE
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST
JOINTLY-HELD REAL ESTATE.
1 A 7/7/2004 First Commonwealth Bank CD No. 84.792.19 50.000% 42.396.10
0104-190-0002738 - Date of death balance
$84,576.35 plus $215.84 accrued interest;
Zita E. Sicheri original owner added
decedents name to account on 07-07-04.
2 A 7/7/2004 First Commonwealth Bank CD No. 45.404.68 50.000% 22.702.34
- - - - - 010Jt-190~0002739--Dateof death-balance -- - - -- - -- - - -- --
$45,289.10 plus $115.58 accrued interest;
account inherited from deceased sister
Rosa Sicheri, opened 7-7-04 jointly with
Zita E. Sicheri, sister
3 A 7/7/2004 First Commonwealth Bank CD No. 49.617.41 50.000% 24.808.71
0104-190-0002740 - Date of death balance
$49,491.11 plus $126.30 accrued interest;
Zita E. Sicheri, sister, original owner of
account added decedent to account on
7 -7 -04
4 A 11/5/2002 Fulton Bank CD No. 012-0202672 - Date 25.204.25 50.000% 12.602.13
of death balance $25,000 plus $204.25
accrued interest
Total of Continuation Schedule(s) see attached page
TOTAL (Also enter on Line 6, Recapitulation) 212.353.83
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
Rev.1509 EX+ (6.98)
SCHEDULE F
JOINTLY-OWNED PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Sicheri, Aldina Lena
FILE NUMBER
21-04-0829
ESTATE OF
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
JOINTLY OWNED PROPERTY
DESCRIPTION OF PROPERTY %OF
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DATE OF DEATH
FOR JOINT MADE DECD'S VALUE OF
NUMBER NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR VALUE OF ASSET
TENANT JOINT JOINTLY-HELD REAL ESTATE. INTEREST DECEDENT'S INTEREST
5 A 11/7/2003 Fulton Bank CD No. 012-0208949 - Date 52.071.35 50.000% 26.035.68
of death balance $52,000 plus $71.35
accrued interest; account opened 11/7/03
jointly with Zita E. Sicheri, sister
6 A 7/4/2003 Fulton Bank CD No. 012-0208972 - Date 30.149.96 50.000% 15.074.98
of death balance $30,134.93 plus $15.03
accrued interest
7 A 7/4/2003 Fulton Bank CD No. 012-0208976 - Date 32,159.96 50.000% 16.079.98
of death balance $32,143.93 plus $16.03
accrued interest
8 A 4/20/2003 Fulton Bank CD No. 012-0209032 - Date 60,272.44 50.000% 30,136.22
of death balance $60,000 plus $272.44
accrued interest
- Hg A .7/7/2004- Natior1arCit~-BCiflKCertificate of Depusit .45;035-.37. -50;tlOO% - - - -22~517;69 -
#1162 - Date of Death Balance - Zita E.
Sicheri, sister, original owner of account
added decedent to account on 7/7/04
TOTAL (Also enter on Line 6, Recapitulation) 212.353.83
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev, 6-98)
Rev-1510 EX+ (6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
*r,..
.. . it
,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Sicheri, Aldina Lena
FILE NUMBER
21-04-0829
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 DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S TAXABLE
EXCLUSION
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 US Savings Bonds - Various series and issue 95.594.64 95.594.64
dates - see attached list (registered in the name
of Lena Sicheri, payable on death to Zita Sicheri,
sister - $12,450.00 price plus $83,144.64 interest)
- - - - - - - -.- - - - - -- --
--
TOTAL (Also enter on Line 7, Recapitulation) 95,594.64
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc,
Form PA-1500 Schedule G (Rev. 6-9S)
Rev-1502 EX+ (6-98)
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Sicheri, Aldina Lena
FILE NUMBER
21-04-0829
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Lynch-Radkowski Funeral Home - Funeral bill
8.499.00
Subtotal
8.499.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
REV.1151 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Sicheri, Aldina Lena
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-04-0829
ESTATE OF
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
8,499.00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s)Co-mmfssion paiam
State Zip
2.
Attorney's Fees
Meyer & Wagner
12,500.00
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
111.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
37.00
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation)
21,147.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TN< RETURN
RESIDENT DECEDENT
Sicheri, Aldina Lena
FILE NUMBER
21-04-0829
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Elk County Register of Wills - REV1500 filing fee
12.00
2
Register of Wills - Family Settlement Agreement - Filing fee
25.00
Subtotal
37.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
REV 1513 EX+ (9 00)
SCHEDULE ,J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sicheri, Aldina Lena 21-04-0829
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do Not List Trustee!s)
I. TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under See, 9116(a)(1.2)]
486 Zita Sicheri Sister One Hundred
208 College Hill Rd. Percent
Enola, PA 17025 Residue
Total
- - - - -- Enter-dollar amounts for distributions shown aeove-on-lines-15 through--1liI,- 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
B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc,
Form PA-1500 Schedule J (Rev. 6-98)
DRIStDLl, GREGORY" tOrPOLO
ATTORNEYS AT LAW
ST. MARYS, PA.
LAS~ WILL AND ~ES~AMENT
OF ALDINA LENA SICRERI,
ALSO KNOWN AS LENA SICRERI
BE IT REMEMBERED, that I, ALDINA LENA SICHERI, also known as
LENA SICRERI, of Fox Township, Elk County, Pennsylvania, being of sound
mind, memory and understanding, do make, publish and declare this as and
for my Last Will and Testament, hereby revoking and making null and void
any and all wills and testaments or writings in the nature thereof by me
at any time heretofore made.
FIRST.
I order and direct the payment of all my just debts
and funeral expenses as soon as conveniently may be after my decease.
SECOND.
All the rest, residue and remainder of my estate,
both real and personal, whatsoever and wheresoever situate, I give, devise
and bequeath, share and share alike, to my sisters, Rosa Sicheri and Zita
Sicheri, or the survivor of them.
THIRD.
I hereby nominate, constitute and appoint my sister,
Zita Sicheri, to be the executrix of this my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
)~/ /:y"f day of October, 1972.
/'J ..
r:; }:,(,', ,CJ ~,.,Lie,t~ (SFAL)
1/ ;
Also known as
\LJ II, /
, U<0 ~l/IL;
~'" ~~-~,
.~:_::r \" .>
::";:,';) P.'i
~'..~~ :':'~:
~".,,'
/j, -\
(SEAL)
~~,
(::;1
~"...-,~
II
- ,
. .
Signed, sealed, published and declared
by the above named Aldina Lena Sicheri,
also known as Lena Sicheri, Testatrix,
as and for her Last Will and Testament,
in the presence of us, who, at her request,
and in her presence, and in the presence
of each other, have hereunto signed our
names as subscribing witnesses thereto.
~
3 J:u /. WA:U
Savings Bond Calculator
Page 1 of 1
08/2004
Value As Of
" Bond Info
Series
Denomination
Serial Number
Issue Date
E Bonds
$25
~ Results
# Bonds
2
Total Price
$37.50
Total Interest
$348.85
Tota' Va'ue
$386.35
YTD Interest
$0.00
Serial Number Issue Date Series Denom
Issue
Price
Interest
Value
Interest Next Fina'
Rate Accrual Maturity Note
12/1995 MN
12/1996 MN
Q1240198801E 12/1955
Q1297369781E 12/1956
E
E
$25 $18.75 $168.04 $186.79
25 18.75 180.81 199.56
..--......-:- --- /
-37 so 3(1'? l~ 3d(".. ?[,- ;/
le end
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
ME Matured (Exchangeable for HH)
MN Matured (Not Exchangeable for HH)
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':~avings Bond Calculator
Page 1 of3
08/2004
. Value As Of
Bond Info
Series
Denomination
Serial Number
E Bonds
$200
Results
# Bonds
72
Tota' Price
$13,012.50
Tota' Interest
$91,615.16
Total Va'ue
$104,627.66
Issue Date
YTD Interest
$461.30
Serial Number
Issue Issue
Date Series Denom Price
Interest
Va'ue
Interest Next Final
Rate Accrua' Maturity Note
RI00098675E 09/1974 E $200 $150.00 $869.76 $1,019.76 4.00%
C2083022027E 02/1979 E 100 75.00 287.44 362.44 4.00%
M207669018E 05/1978 E 1,000 750.00 2,892.00 3,642.00 4.00%
M205882282E 04/1978 E 1,000 750.00 3,047.60 3,797.60 2.34%
MI03600268E 11/1974 E 1,000 750.00 4,397.60 5,147.60 4.00%
CI021771372E 02/1974 E 100 75.00 438.92 513.92
RI00098603E 08/1973 E 200 150.00 903.92 1,053.92
M101350322E 06/1973 E 1,000 750.00 4,458.00 5,208.00
R41276825E 02/1969 E 200 150.00 948.16 1,098.16
R41276821E 02/1969 E 200 150.00 948.16 1,098.16
R41276813E 01/1969 E 200 150.00 948.16 1,098.16
R41171413E 12/1968 E 200 150.00 948.24 1,098.24
R411'7-1-393E 101'-1968--- .En n -- ---200 150.00---- _ .923.12._1,0-73.12______
R40991921E 08/1968 E 200 150.00 923.12 1,073.12
R40991918E 07/1968 E 200 150.00 923.12 1,073.12
R40991917E 07/1968 E 200 150.00 923.12 1,073.12
R39384614E 03/1968 E 200 150.00 900.24 1,050.24
R39039183E 08/1967 E 200 150.00 877.60 1,027.60
R39039182E 08/1967 E 200 150.00 877.60 1,027.60
C481616509E 07/1967 E 100 75.00 438.80 513.80
R39039179E 06/1967 E 200 150.00 877.68 1,027.68
R38815600E 02/1967 E 200 150.00 856.88 1,006.88
D89503816E 02/1967 E 500 375.00 2,142.20 2,517.20
R381513089E 12/1966 E 200 150.00 856.80 1,006.80
M88530285E 10/1966 E 1,000 750.00 4,180.80 4,930.80
R37819821E 05/1966 E 200 150.00 826.16 976.16
R37819818E 05/1966 E 200 150.00 826.16 976.16
R371819810E 03/1966 E 200 150.00 825.52 975.52
R37819809E 02/1966 E 200 150.00 875.04 1,025.04
C457959134E 01/1966 E 100 75.00 437.52 512.52
R37719830E 12/1965 E 200 150.00 874.96 1,024.96
httD:/ /wwws.Dublicdebt.treas.gov/BC/SBCPrice
09/2004 0912004
0212005 0212009
11/2004 OS/2008
1012004 04/2008 ~j!;el:1
11/2004 1112004 Ki(~l
02/2004 ME [lIfji!
08/2003 ME ~R
0612003 MN lia:~11
02/1999 MN i:llfil
02/1999 MN I\all
01/1999 MN lilim.
12/1998 MN I!I::II~
. ... .. _ __LOIl29.8. MN liml..
08/1998 MN
07/1998 MN
07/1998 MN
03/1998 MN limllil
08/1997 MN
08/1997 MN
07/1997 MN
06/1997 MN
02/1997 MN
02/1997 MN
12/1996 MN
10/1996 MN
05/1996 MN
05/1996 MN
03/1996 MN
02/1996 MN
01/1996 MN
12/1995 MN
9/30/2004
,
Savings Bond Calculator Page 2 of3
i R37719829E 12/1965 E 200 150.00 874.96 1,024.96 12/1995 MN
C459044431E 11/1965 E 100 75.00 629.48 704.48 2.59% 0212005 1112005
R37262758E 11/1965 E 200 150.00 1,258.96 1,408.96 2.59% 02/2005 11/2005
K939512E 05/1964 E 75 56.25 627.06 683.31 0512004 ME
C447927922E 05/1964 E 100 75.00 836.08 911.08 OS/2004 ME
K199652E 05/1964 E 75 56.25 627.06 683.31 0512004 ME
C446361962E 04/1964 E 100 75.00 836.08 911.08 04/2004 ME
R34960078E 04/1964 E 200 150.00 1,672.16 1,822.16 04/2004 ME
C430895471E 01/1963 E 100 75.00 785.88 860.88 01/2003 MN
C430895455E 01/1963 E 100 75.00 785.88 860.88 01/2003 MN
D84665468E 06/1962 E 500 375.00 3,840.80 4,215.80 06/2002 MN
C404661337E 06/1960 E 100 75.00 695.76 770.76 06/2000 MN liDIgil
C404661336E 06/1960 E 100 75.00 695.76 770.76 0612000 MN [IjjD
R27619644E 06/1960 E 200 150.00 1,391.52 1,541.52 06/2000 MN [Dig)
D77453510E 06/1959 E 500 375.00 3,382.60 3,757.60 06/1999 MN ~jijl
D75467629E 03/1958 E 500 375.00 3,287.40 3,662.40 03/1998 MN UlirtglJ
C350195864E 12/1957 E 100 75.00 648.88 723.88 12/1997 MN IIDlgl~
C350195863E 12/1957 E 100 75.00 648.88 723.88 12/1997 MN
C350195862E 12/1957 E 100 75.00 648.88 723.88 12/1997 MN IDigll
C252307485E 0911957 E 100 75.00 745.28 820.28 09/1997 MN 111:lgI:1
R12617232E 09/1957 E 200 150.00 1,490.56 1,640.56 09/1997 MN Ill1ill
D36482333E 03/1957 E 500 375.00 3,623.00 3,998.00 03/1997 MN II:ill
- -- - - - - - - - - - - - - - - - - - - -- - ---
R14256376E 08/1956 E 200 150.00 1,404.32 1,554.32 08/1996 -MN 1'111'1--
R14256374E 08/1956 E 200 150.00 1,404.32 1,554.32 08/1996 MN l'IIiUI
C237864884E 06/1956 E 100 75.00 702.16 777.16 06/1996 MN Iflll::l
C237356139E 05/1956 E 100 75.00 700.32 775.32 05/1996 MN 1IIIIil
R13740554E 05/1956 E 200 150.00 1,400.64 1,550.64 05/1996 MN 1111811
D35223256E 03/1956 E 500 375.00 3,396.80 3,771.80 03/1996 MN ~Ql~jl
C232854624E 01/1956 E 100 75.00 672.16 747.16 01/1996 MN llijllgJ~
D34989671E 09/1955 E 500 375.00 3,301.40 3,676.40 09/1995 MN.U
C230729278E 09/1955 E 100 75.00 660.28 735.28 09/1995 MN III
C229246141E 08/1955 E 100 75.00 653.20 728.20 08/1995 MN
C228942361E 06/1955 E 100 75.00 653.20 728.20 06/1995 MN
C228942360E 06/1955 E 100 75.00 653.20 728.20 06/1995 MN
C228942359E 06/1955 E 100 75.00 653.20 728.20 06/1995 MN
C228942358E 06/1955 E 100 75.00 653.20 728.20 06/1995 MN
C227330447E 05/1955 E 100 75.00 651.28 726.28 05/1995 MN
C224715927E 03/1955 E 100 75.00 642.04 71 7.04 03/1995 MN
C224715912E 03/1955 E 100 75.00 642.04 71 7.04 03/1995 MN
C224715911E 03/1955 E 100 75.00 642.04 717 . 04 03/1995 MN
httn:/ Iwwws.nublicdebt.treas.gov/BC/SBCPrice 9/30/2004
· Savings Bond Calculator
Page 3 of3
C2247l591OE 03/1955 E
100 75.00
642.04
717.04
03/1995 MN
! Viewing Bonds 1-72
le end
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
ME Matured (Exchangeable for HH)
MN Matured (Not Exchangeable for HH)
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08/2004
, Value As Of
Bond Info
Series
Denomination
Serial Number
Issue Date
E Bonds
$ 200
Results
# Bonds
99
Total Price
$12,450.00
Total Interest
$83,144.64
Total Value
$95,594.64
YTD Interest
$907.40
Issue
Serial Number Issue Date Series Denom Price
Interest
Interest Next Fina'
Value Rate Accrual Maturity Note
C2003032119E 07/1975 E $100 $75.00 $436.92 $511.92 4.00% 01/2005 07/2005
C9885423EE 11/1980 EE 100 50.00 187.24 237.24 4.00% 11/2004 11/2010
C9868767EE 08/1980 EE 100 50.00 214.00 264.00 4.00% 02/2005 08/2010
C9856646EE 07/1980 EE 100 50.00 214.00 264.00 4.00% 0112005 07/2010
C2101428515E 03/1980 E 100 75.00 273.88 348.88 4.00% 09/2004 03/2010
C2091342559E 10/1979 E 100 75.00 277.56 352.56 4.00% 10/2004 10/2009
C2091315733E 05/1979 E 100 75.00 283.76 358.76 4.00% 11/2004 OS/2009 ITtlijl
M207669060E 03/1979 E 1,000 750.00 2,803.20 3,553.20 4.00% 09/2004 03/2009
C2075242830E 09/1978 E 100 75.00 283.04 358.04 4.00% 09/2004 09/2008 1i1!11
M207669019E 05/1978 E 1,000 750.00 2,892.00 3,642.00 4.00% 11/2004 OS/2008 nQ!lJ~
C2061765528E 03/1978 E 100 75.00 304.76 379.76 2.34% 09/2004 03/2008
C2057003937E 11/1977 E 100 75.00 371.04 446.04 4.00% 11/2004 11/2007
R202T37519E---r07rg77-- --Enn - ~ -2UO f50-.0U ------827:7T--972:72 ---4-:-00%----10/2004 10/2007
C2043203675E 06/1977 E 100 75.00 421.20 496.20 4.00% 12/2004 06/2007
C2038165698E 01/1977 E 100 75.00 425.12 500.12 4.00% 01/2005 01/2007
C2028609420E 08/1976 E 100 75.00 428.76 503.76 4.00% 02/2005 08/2006 [jjjj;eJB
C2022050583E 04/1976 E 100 75.00 423.00 498.00 4.00% 10/2004 04/2006
C2013958124E 12/1975 E 100 75.00 432.92 507.92 4.00% 12/2004 12/2005
C1050889320E 02/1975 E 100 75.00 440.96 515.96 4.00% 02/2005 02/2005
C1040633086E 10/1974 E 100 75.00 434.88 509.88 4.00% 10/2004 10/2004
R100098688E 07/1974 E 200 150.00 890.16 1,040.16 07/2004 ME
D103139184E 07/1974 E 500 375.00 2,225.40 2,600.40 07/2004 ME
M103600245E 07/1974 E 1,000 750.00 4,450.80 5,200.80 07/2004 ME
C1035165511E 05/1974 E 100 75.00 443.84 518.84 OS/2004 ME
C1021771375E 02/1974 E 100 75.00 438.92 513.92 02/2004 ME
C1021771374E 02/1974 E 100 75.00 438.92 513.92 02/2004 ME
C1021771373E 02/1974 E 100 75.00 438.92 513.92 02/2004 ME
C1026822855E 01/1974 E 100 75.00 438.92 513.92 0112004 ME
R100098614E 09/1973 E 200 150.00 904.08 1,054.08 09/2003 ME
C1016783439E 08/1973 E 100 75.00 451.96 526.96 08/2003 ME
R100098604E 08/1973 E 200 150.00 903.92 1,053.92 08/2003 ME
'""""' .r; In T'\ r-iTlo . _ _
() /'1 n /'1 nn;1
Savings Bond Calculator
,D100052770E 08/1973 E 500 375.00 2,259.80 2,634.80
ClOl4827571E 08/1973 E 100 75.00 451.96 526.96
DI00052757E 06/1973 E 500 375.00 2,229.00 2,604.00
DI00052751E 06/1973 E 500 375.00 2,229.00 2,604.00
CI00ll55601E 04/1973 E 100 75.00 444.56 519.56
C533145464E 11/1972 E 100 75.00 437.20 512.20
C531314413E 06/1972 E 100 75.00 431.16 506.16
C529856075E 01/1972 E 100 75.00 428.52 503.52
C523496120E 09/1971 E 100 75.00 430.44 505.44
C523487299E 05/1971 E 100 75.00 431.40 506.40
C516838898E 12/1970 E 100 75.00 485.04 560.04
C514308228E 07/1970 E 100 75.00 482.44 557.44
C506346250E 03/1970 E 100 75.00 474.44 549.44
C505489925E 10/1969 E 100 75.00 465.08 540.08
C500625458E 05/1969 E 100 75.00 479.40 554.40
R41513504E 04/1969 E 200 150.00 948.16 1,098.16
R41276826E 03/1969 E 200 150.00 948.16 1,098.16
R41276816E 01/1969 E 200 150.00 948.16 1,098.16
R41276806E 12/1968 E 200 150.00 948.24 1,098.24
R41171408E 11/1968 E 200 150.00 933.52 1,083.52
C492484865E 10/1968 E 100 75.00 461.56 536.56
C4928;33882-E- -08Jl 968--- --E n - -------lOO- - -75-.DO- - ------461.-56- -.- -5-36.56-
R409919253E 08/1968 E 200 150.00 923.12 1,073.12
R40991919E 07/1968 E 200 150.00 923.12 1,073.12
C489609003E 03/1968 E 100 75.00 450.12 525.12
R39384621E 03/1968 E 200 150.00 900.24 1,050.24
C486213611E 11/1967 E 100 75.00 443.80 518.80
C480343571E 06/1967 E 100 75.00 438.84 513.84
D90264555E 06/1967 E 500 375.00 2,194.20 2,569.20
C478379051E 02/1967 E 100 75.00 428.44 503.44
C4705578347E 09/1966 E 100 75.00 418.08 493.08
C462506909 05/1966 E 100 75.00 413.08 488.08
C459926848E 12/1965 E 100 75.00 437.48 512.48
C45196744SE 07/1965 E 100 75.00 640.24 715.24 2.34%
C450664664E 03/1965 E 100 75.00 762.88 837.88 4.00%
C447355074E 10/1964 E 100 75.00 846.28 921.28 4.00%
C443520396E 06/1964 E 100 75.00 842.16 917.16
C442183300E 02/1964 E 100 75.00 831.84 906.84
R34960065E 02/1964 E 200 150.00 1,663.68 1,813.68
D85996038E 02/1964 E 500 375.00 4,159.20 4,534.20
11. 1 1. .
1-.-.. r'i 'n T'\.r'1n ,. ~
Page 2 of 4
08/2003 ME
08/2003 ME
06/2003 MN
0612003 MN
0412003 MN
11/2002 MN
06/2002 MN
01/2002 MN
09/2001 MN
OS/2001 MN
12/2000 MN
0712000 MN ~j.
03/2000 MN
10/1999 MN
05/1999 MN
04/1999 MN [Q~I
03/1999 MN
01/1999 MN
12/1998 MN
11/1998 MN nl~1
10/1998 MN
-. - ---08/1998--MN
08/1998 MN
07/1998 MN
03/1998 MN
03/1998 MN
11/1997 MN ~~
06/1997 MN I)ao
06/1997 MN
02/1997 MN ~!~
09/1996 MN
05/1996 MN
12/1995 MN
10/2004 07/2005
1212004 03/2005
1012004 10/2004
06/2004 ME
02/2004 ME
02/2004 ME
02/2004 ME
r\ '''l A '......"A A
Savings Bond Calculator Page 3 of 4
t C425474550E 01/1964 E 100 75.00 823.20 898.20 01/2004 ME
C424113295E 08/1963 E 100 75.00 813.44 888.44 08/2003 ME
C417818504E 04/1963 E 100 75.00 798.16 873.16 04/2003 MN
C416860713 E 11/1962 E 100 75.00 782.32 857.32 11/2002 MN
C414419293E 07/1962 E 100 75.00 768.16 843.16 07/2002 MN
C426536035E 06/1962 E 100 75.00 768.16 843.16 06/2002 MN
C426536036E 06/1962 E 100 75.00 768.16 843.16 06/2002 MN
C426536037E 06/1962 E 100 75.00 768.16 843.16 06/2002 MN
C411921729E 02/1962 E 100 75.00 760.00 835.00 02/2002 MN
C411892934E 09/1961 E 100 75.00 749.68 824.68 09/2001 MN
D83126842E 05/1961 E 500 375.00 3,652.20 4,027.20 OS/2001 MN
C409576535E 05/1961 E 100 75.00 730.44 805.44 OS/2001 MN
C403142838E 12/1960 E 100 75.00 713.72 788.72 12/2000 MN
C406809875E 11/1960 E 100 75.00 712.16 787.16 11/2000 MN
C353436842E 01/1958 E 100 75.00 657.48 732.48 01/1998 MN
C353436826E 01/1958 E 100 75.00 657.48 732.48 01/1998 MN
C252307359E 07/1957 E 100 75.00 745.32 820.32 07/1997 MN
C251047770E 06/1957 E 100 75.00 735.88 810.88 06/1997 MN
C249039943E 05/1957 E 100 75.00 724.60 799.60 05/1997 MN liSiJ"
C237864892E 06/1956 E 100 75.00 702.16 777.16 06/1996 MN
C237864886E 06/1956 E 100 75.00 702.16 777.16 06/1996 MN Iliid
C237864885E 06/1956 E . . .__100.___15.00_ -702.16. _ .1-7-1.16. .... - - - .--- --- .0611996MN llijiiliL..-
C232515673E 11/1955 E 100 75.00 670.16 745.16 11/1995 MN ~~
C232515672E 11/1955 E 100 75.00 670.16 745.16 11/1995 MN moljl
C232515670E 11/1955 E 100 75.00 670.16 745.16 11/1995 MN
C232515669E 11/1955 E 100 75.00 670.16 745.16 11/1995 MN
C229246143E 08/1955 E 100 75.00 653.20 728.20 08/1995 MN Illtel'l
C229246142E 08/1955 E 100 75.00 653.20 728.20 08/1995 MN
I Viewing Bonds 1-99
le end
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
ME Matured (Exchangeable for HH)
MN Matured (Not Exchangeable for HH)
Please rate this service.
(Please print and/or save this page before submitting your survey)
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1 l' _1 l_J ~ _ _ _. _ ___/-r.r'i/~~r'1n..:__
A/,...,A/I"'\I\(\A
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MYERS JAMES A ESQUIRE
115 LAFAYETTE STREET
ST MARYS, PA 15857
nn__U fold
ESTATE INFORMATION: SSN: 200-32-2505
FILE NUMBER: 2104-0829
DECEDENT NAME: SICHERI LENA B
DA TE OF PAYMENT: 06/10/2005
POSTMARK DATE: 06/10/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 08/02/2004
REMARKS: J MEYER
CHECK# 1258
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
,
REV-1162 EX( 11-96)
NO. CD 005421
AMOUNT
--------
I $79/891.80
I
I
I
I
I
I
I
I
$79/891.80
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
08-29-2005
SICHERI
08-02-2004
21 04-0829
CUMBERLAND
101
APPEAL DATE: 10-28-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _
REY:is47-Ex-AFP-io3:osl-NOT1CE-OF-1NHER1TANCE-TAX-APPRAlsEMENT:-ALLONANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LENA B FILE NO. 21 04-0829 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUA'-R~li1nCn rn:rCE rflPPRAISEHENT, ALLDWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _J\J, .....,-U V. " - ~, OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -.>:' , " -,
HARRISBURG PA 17128-0601 _ _'
2005 ftL'G 30 P;j [~: 22
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
."i r:,:/
Ui~L:, \
JAMES A IiHiQ€~
MEYER & WIlSNER
115 LAFAYETTE ST
ST MARYS
PA 15857
ESTATE OF
SICHERI
*'
REV-1547 EX AFP (06-05)
LENA
B
TAX RETURN WAS: I X I ACCEPTED AS FILED
I CHANGED
DATE 08-29-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule DJ
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule fl
7. Transfers (Schedule G)
8. Total Assets
III
121
131
141
151
161
171
.00
105.014.01
.00
.00
442.338.28
212.353.83
95,594.64
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage liabilities/liens (Schedule I)
11. Total Deductions
12. Net Value of Tax R.turn
13. Charitable/GovernDBntal Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(91
1101
21,147.00
.00
(111
1121
1131
1141
NOTE: I~ an assessment was issued previously, lines
reflect ~igures that include the total of abb
ASSESSMENT OF TAX:
15. Amount of line 14 at Spousal rat. (15)
16. Amount of line 14 taxable at lineal/Class A rat. (16)
17. Allount of line 14 at Sibling rat. (17)
18. Amount of line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forB with your
tax payment.
855,300.76
?1 .147 nn
834,153.76
.00
834,153.76
14, lS and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 x 045=
834,153.76 x 12 =
.00 x 15 =
1191=
AI10UNT PAID
20,000.00
79,891.80
DATE
11-01-2004
06-10-2005
NUIIBER
CD004569
CD005421
INTEREST/PEN PAID I-I
1,052.63
422.34-
~.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
100,098.45
.00
100,098.45
100,522.09
423.64CR
.00
423.64CR
IF TDTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
BUREAU OF INDIVIDUAC~KES"'CT\
INHERITANCE TAX DIYISION' ".-' '/_!
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REY-1607 EX AFP (03-05)
1".... ~~ ('\
._f'
.J i
. ! 4
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-21-2005
SICHERI
08-02-2004
21 04-0829
CUMBERLAND
101
LENA
B
{-'-
JAMES A (MEYER
MEYER & WAGNER
115 LAFAYETTE ST
ST MARYS PA 15857
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
+-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF SICHERI LENA B FILE NO.21 04-0829 ACN 101 DATE 11-21-2005
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED AtN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-22-2005
PRINCIPAL TAX DUE: 100,098.45
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-01-2004 CD004569 1,052.63 20,000.00
06-10-2005 CD005421 422.34- 79,891.80
11-03-2005 REFUND .00 423.64-
TOTAL TAX CREDIT 100,098.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
It IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
RJ.
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/05/2006
MYERS JAMES A ESQUIRE
115 LAFAYETTE STREET
ST MARYS, PA 15857
RE: Estate of SICHERI LENA B
File Number: 2004-00829
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 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 is due by:
8/02/2006
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
f!'" "".
~~,.,.
LJa-IU"'c//;,../
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
\\
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 7/05/2006
SICHERI ZITA E
208 COLLEGE HILL ROAD
ENOLA, PA 17025
RE: Estate of SICHERI LENA B
File Number: 2004-00829
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 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 is due by:
8/02/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
~
Register of Wills of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
Lr'M 6, SJcJc-,(' / ~/j(jq ,t;rift Jj~)t"f'; 4 1'4 ~-'- sz.~k,,-i
.. , /
Date of Death:
&" -- 2- t1 t/
Estate No.:
2001' - '-'(} li;Z?
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:
In
C"")
~-""!
1. State whether administration of the estate is complete:
'~Yes l)f No 0
.~,;,.-
,.........1
. 2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
t If the answer to No.1 is Yes, state the following:
a. Did the personal representative 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 personal representative state an account informally to the parties in
interest? Yes ~ No 0
c. Copies of receipts, releases, joinders and approval offormal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
i ~ /'^'-l.'-^'--
Sign e
Date: 7--,20 ,-01,
ZJ/A 5/J.L"'f";
Name ~
7'1/ J&').., So:''' bl-{'^J tt.4 c~ 25
.)"7": J'1? 4 r :f J- , PCi.- IS-g (-,
Address
?JL/- 78'.J- ~'3&'d
/ -l ~1t 'f S ~ )It e Y t"!/
/JS;- /4: fb. yr 1k Sf:
ST. rU a rjJ; ;::'K I~.J)
~ JLj- ?J/- 3~r<.5-
Telephone No.
Capacity:
~ Personal Representative
~ Counsel for personal representative
c
.,../ ,
THE ESTATE OF LENA B.
SICHERI, a/kJa LENA SICHERI,
a/kk;LENA ALDINA SICHERI,
DECEASED
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
NO. 2004-00829
("'-.!
MEYER & WAGNER
ATTORNEYS A T LAW
115 Lafayette Street
St. Marys, PA 15857
(814) 781-3445
FAMIL Y SETTLEMENT AGREEMENT
THIS AGREEMENT entered into this 21 st day of July, 2006, by Zita Sicheri, in her
capacity as Executrix under the Will of Lena B. Sicheri, a/kJa Lena Sicheri, a/kJa Lena
Aldina Sicheri, deceased, and Zita Sicheri, as sole heir under the Will of Lena B. Sicheri,
alk/a Lena Sicheri, a/kJa Lena Aldina Sicheri.
BACKGROUND
1. Lena B. Sicheri, a/kJa Lena Sicheri, a/kJa Lena Aldina Sicheri died on August 2,
2004, and was a resident of Enola, Pennsylvania, leaving a Will.
2. Decedent's Will dated October 21, 1972 was admitted to probate by the Register
of Wills of Cumberland County on September 10,2004, and Letters Testamentary
were issued to Zita Sicheri, Executrix, who is also the sole heir of the estate in
that her sister, Rosa Sicheri, predeceased decedent.
3. The Executrix has filed a Pennsylvania Inheritance Tax Return and paid the
appropriate taxes thereon.
4. The Executrix has paid all of the taxes, debts and expenses of the estate known to
her. She has no knowledge of any unpaid claims, absolute or contingent, which
may be asserted against the estate nor does she have any reason to believe there
are any such claims.
5. The Executrix and the beneficiary desire that this Family Settlement Agreement
make unnecessary the filing of an accounting in the Orphans' Court Division of
the Court of Common Pleas of Elk County.
D
........, ~..
NOW THEREFORE, intending to be legally bound, the parties do hereby agree as
follows:
1. I waive the filing of an account of the administration of the estate in any Court;
2. I have examined an informal accounting, find it to be true and correct in all
particulars, accept and approve it with the same force and effect as if it had been
prepared and filed with, audited, adjudicated and confirmed absolutely by a Court
of competent jurisdiction and as if the balance had been awarded by the Court in
accordance with a Schedule of Distribution;
3. I warrant that the beneficiary named in the informal account and statement is the
sole remaining party of interest in the estate and is entitled to receive the entire
distribution in accordance with the informal account and statement of distribution;
4. I know of no outstanding and unsatisfied claims against the estate;
5. I approve the distribution of the balance of the estate shown in the informal
account;
6. I absolutely and irrevocably release and discharge the Executrix and her heirs,
successors and assigns, from any claims and demands relating in any way to her
administration of the estate and distribution in accordance with the informal
account and statement of distribution without a Court accounting and
adjudication.
7. I acknowledge that I have the responsibility as an heir of the Estate to honor any
valid claims hereafter made against the Estate and agree to contribute a
proportionate share toward payment.
This Agreement is binding on the heirs, executors, administrators, personal
representatives and assigns of the parties.
EXECUTRIX OF THE ESTATE OF LENA B.
SICHERI, a/k/a LENA SICHERI, a/k/a LENA
ALDINA SICHERI, DECEASED
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BENEFICIARIES OF THE EST ATE OF LENA B.
SICHERI, a/k/a LENA SICHERI, a/k/a LENA
ALDINA SICHERI, DECEASED
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