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Home My WebLink About02-0738PETITION FOR PROBATE & GRANT OF LETTERS Estate of VESSIE J. FICKEL No. 21-02- 7.3 also known as To: Register of Wills for the deceased. County of Cumberland Social Security No. 185-38-9035 Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioners, who is 18 years of age or older and the Executor named in the Last Will of the above decedent dated November 4 , 1996, and codicils dated none , 19 The Executor named none died .Renunciation for Manufacturers and Traders Trust Company, successor to Financial Trust Company attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 442 Walnut Bottom Road, Carlisle Borough Decedent, then 96 years of age, died June 30, 2002, at Thornwaid Home, Carlisle, Pennsylvania Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $45.000.00 (if not domiciled in PA) Personal property in PA $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania, situated as follows: $ WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith and the grant of letters testamentary thereon. Si nature(s) and Residence(s) of Petitioner(s): ~~ 22 Connecticut Boulevard Ric and R. Fickel Oakdale. CT 06370 860-859-3379 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of the above decedent, petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 1 b t 1-~day of August , 2002. _~ J v C..~~ ~~~ ~~~ ~~ ~~ ~__ i Richard R. Fickel No. 21-02-~38 Estate of VESSIE J. FICKEL ,deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, August 16~i~ , 2002, in consideration of the Petition on the reverse side hereof, satisfactory proof having been presented before me, IT 1S DECREED that the instruments} dated November 4. 1996 described therein be admitted to probate and filed of record as the Last Will of _ Vessie J. Fickel ;and Letters Testamentary are hereby granted to Richard R. Fickel FEES Probate, Letters, Etc.... .... $ 80.00 Short Certificates(-3- ) .... $ 9.00 Renunciation(s) ....... .... $5.00 JCP ................ .... $ 5.00 Other Will Pages (-3-) .... $ 9.00 TOTAL: .... $ 108.00 Filed ... Aitguat • _l6th•, •7_OQ2 • • • • - • /~~£ ~~~{ ~ egister ill Donna .Otto, acting REaister of Wills I McKNIGHT HUGHES ,~~, ~ Ro er B t in Es uire 6282 ATTO EY up. Ct. I.D. No.) ~~ 60 West Pomfret St., Carlisle, PA 17013 ADDRESS 717-249-2353 PHONE Call Attorney when letters are ready on 8/16/02 his is ro certify that the information here given is correctly copied from an original cerrificare of death duly filed with me as Local Registrar. The original certificate will be forwarded ro the State Viral Records Oftice for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this cerrificare, $2.00 P 848.772 No. e! _ia~Is pl • ~~ ` Local Regisn~ar JUL 2 2002 Date HfOS. te7 Rte. 2187 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH INi STRE F4E NUMBER NAME Of DECEDEM IFFSr. MiOOS. usO ~ ~ l SEx Female SOCUL SECURITY NUMB 9035 185 3~ DATE OF OEATNrMmn.Oay.'rorl ,. Vessie J. Ficke , , _ _ ._ June 30,2002 AGE (Las B.G'Ga1'1 UNDER I YEAR UNOER f DlO' DA TE OF 81RTH BUiTHPIACE (CN anG PLACE OF DEAN ICla cw orly rxy- iea+.Rrucworn r»olMr vOal 6 9 M«a"s r Daya M«aa . MhNw w ~ m t;+e~+~ ~15 J ~! u F Donora~r~ NOSPIT ^ ^ ^ NT/IE0. a~ ~-1 `~ "0 YA. 1 Q 5 E~ ~` IrlpauafN N« i ~, Raa~GSnca ^ I$pxNl ^ .. 9 .. enna. ~. COUNTY OF DERH CIIV, BOFW. TWP OF DEATH FACx.fTY NAME pl n« nsPM~on, Orva lets anG raxn"eri VMS pEDEM OF HISPANIC ORIGIN? RACE ~ Amanean xlmn, BMCw, M/Naa. s,c. • M Cumberland ~ Carlisle ~ Thornwald Home ~~, '~`.~"j°i°'"• `~"~ White DECEDEM'S USUAL OLCUPRgN KIND Of BUSINESSIINDUSTRY NMS DECEDENT EVERW DECEDENT'S EDUCATION MARITAL STA7US•MarrrG SURVIVING SPOUSE ((.i.a anGd+pw Otyv OU.eqq nc! M aorlu.0 W; GO not ra6re0.) U.S.MMED FORC 97 ^ ENnwnurylSaroneary Navar MartNO. VFas7wG, CpaaOa DiwrcaG ISOa'oM qwh, One mrGSn nanNl Homemade Own Home ~• »• ,D,7, ,,.«5,1 3 Widow - „~ ~~~ 17 7 ~~ ,~ OECEDEIlT'3 MAA.INO ADORE$$15hM.C/y/bwn. AaY.29CaCe1 442 DECEDENT'S f7e.^I... e.o.a.«w.aln waP. "`$"" n s °" Walnut Bottom Road oENDE a e.eHa Carlisle, Penna. 17013 m`am.,~Ppa,"OfK Cumberland „ ;~, ~~„~„„~., Carlisle 16. 178. 170. .arw 7me. a «IY+BOro. FA7HER•$WAME "",M°°`L h Radcliffe Je ties J'bsep MOTHER'S NAME(Fwl.M , '°°~''~iY~l'T'@° Mae Harrison f.. , .. NFORMANT'S NAME (fyprPr:p I Richard R. Fickel NFORMMT'$MAILkq RE 15aesIC Ip , bac a~e,~onnecticut 06370 22 Ct.B"~v~. ,,,• , ,,, METHOD OF d$POSITIQN ^ ^ • R1 DATE OF dSPoLS~ITION "' PLACE OF d$POSITION • Nama d CMwtary, Crwnatory «oI,Mr Place LoG~aN ~}7~~oG. 1VOL'~lad~le ton Twp R.moYal from SMa l ilMlalien ^ W ^ ~~y 'S, 2002 eter Ce t t i . D«rtion OIMr($ 1'sN • 7,. 7iB. y m er ns m :,a Wes ,~umberland County, Penns SIGN/DURE UNE,UL SERVICE L EE OR PERSDN ACTING AS SUCH LICENSE NU 0019-L A7(O ADORE OF F g e wing ~ro"~'imiers = P ~~Syg~ iPdgg 1 13g~1 77. • 778. , r R OM/ vrltan urlNln9 b b my VrowMGEa, e•am oce«raG M IM IeM. Ga,• anG plats Malec. LICENSE NUMBER DATE SIGNED PIr7•+«•n ~ awailaW al rm. eI e.am a ' areRF al Gaam. arts tilts, I M«EN. . warl 778. 77e. brrr 7x•26 mup Wconip,•1.0 try TIME EATH DATE PR OUNCED DEAD IMOnIft, OaY. Kar) MMS CASE REFER REDT MEDICAL EXAMINERA: • P•rsOn erM prOnounoaa GaalN. Yn ^ N"L!1' N. ~ 26. M n. MITT L• EMar Ob OiNaMa, iilllries «wrrpEr 1i«r wRitn IM GaMB. n« •Mar,M moCa I Gyirp, aucR as <ar0iat or respiralary arrasl, aMClt a MM lailura. I Approxlmata PART B: OUNr cd1~Y«r cOr•rI~IKV+9 b eitn. ~ LM only orr cMAa M aa«I wn.. Maml Calrraan 1 not rMllll' Min 6N ralGa+lY•q fJIM Oran ww PMT I. arwl anG GaaN ,YMEdATE CAUSE (Few 1 Grsaaaa or ConGibn /.a . /~i I ramp n"rlnl-~ a. E~ ll`~ , Dl1E lp IOfl AS A CONSEQUENCE OF): G G'tJ /1J s.oN.rKlxy aw mnelllGn. e E sa1A 1MGwg b nxne0fala DUE 701OR AS A CONSEOUEIICE OFI: , erM. En,w IINOERLr,rq CMIBE 1D+saaa«nFay , e I - S r1 ~~ • sal aaaraG.vw+s OtIE TO10R ASAC0115EOUENCE OFD: raarp r a..nl LABT • e. MIA.4 AN AUTOPSY WERE AUTOPSY FlNdNGS MMNER OF DEATH DATE OfIWUflY TWE OFIWURY IWVRY AT WORK? DESCRIBE /IOWINJURY OCCURRED. PERFORMED'/ AYNLABLE PRgR TO (MOnm. Day. `Aarl CO~HETIg10F CAUSE NMVM Ib w iW ^ m : Nla ^ ~ ^ AeeiGaM ^ Parr0in01mrearlgalbn ^ Ua ^ No Yea ^ No ^ SubiOa ^ DOWG n«lH GMerminaG ^ 70a. 700. M. 70e. PLACE OF IWURY-Al nom[ term srraal l t« MC LOCATION $I Ca lb l S 6L b. f. , , . ( eel ac y. o a r . w.., y m al Wildrq, Mc. I$pecMl 10a. 701. CERTIFIER ICl+acw orN aryl ' NATURE AN j1 OF TIFIER CERTIFYhq -NY6ICIAN (PwySSMn cenaym0 Wy d Glal" when anoMM onesc~an naG pranouKaG team arq cCmplereG eem 271 To Ole sa i al m a re, G G m G 'l ~ y a no .a oaumG • 9e, rn b ON [awe(s) anG manMr a sM,W ..................................................... 710. ~ •/ ., 'MK7NOUIIC1110 AND CERTIFYIMQ PHYSICIAN IlTyscan D«~ pronouncxg team anG cMAyaq b CauM W Gealnl Ta IIb Vaal b my 4noerNGOn, Gea,N GecWraG at 6M tlma, Gal., aM Plata, aM Gw b IM esuaals) anG manner as s,allG .......................... ^ p LICEIy!(JMBG~(~6,~33 -G GATE SKiNQQI /.OZ f /7~ 71e. 716 ' AME AND ADDRESS OF PERSON WHO COMttETEDCAUSE O H • 'MEDICAL EXAMINER/CORONER On IM Basis of aaaminallon e M/o I tl l I l i (Bem 271 TypB ~~JJ PnM ,~' /$p JA• ~X~,y ~ /J /J L r r nxas gaf an, n my op n an, death occurretl at IM Ilma, date, and plate, anC Gua 10 the oust(s) erM ^ marlflar of fbtad.. ......... .......................................................... ................... .......... . ~LG! i ' r ,p! G' L/.'~~ ~D i~~~ F ~T 71a. i 77. C~.E I. f ~'! PT /)D S.J FIEGI$TRAR'S SIGNATURE ANONU E ~• tc ~1 `_ _~ ~ 161 DATE FILED(MOMn. pay. l 7~~/~L W~ ` ~ 11. ~ ]I. 1`1~ ~ ~60~ V. 21-2002-738 LAST WILL AND TESTAMENT I, VESSIE J. FICKEL, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my Executors to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my Executors to sell any realty owned by me at my death and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. Any of my personal belongings, including dishes, silverware, furniture, rings, watches, piano, etc., are to be distributed among my children and grandchildren as agreed to by them. If any question of distribution arises, my Executors shall have the final and conclusive decision on the matter. 4. I give my Series "H" Bonds to my children, share and share alike. 5. All the rest, residue and remainder of my property, real and personal, I give, devise and bequeath as follows: A. 5% thereof to The Brethren In Christ Church, Carlisle, Pennsylvania. B. 3% thereof to World Vision, Inc., Pasadena, California. C. 5% thereof to be divided between my grandchildren living at the time of my death, share and share alike, and D. The remaining 87% of my estate, share and share alike, to my children: Richard R. Fickel, Margaret F. Naumann and Nancy F. Albright, absolutely. Should any of these children predecease me, his or her share of my estate shall pass and go to his or her children who survive me. 6. I nominate and appoint Richard R. Fickel and Financial Trust Company to be the Executors of this my Last Will and Testament; without the filing of any bond. Should Richard die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, Inominate and appoint Margaret F. Naumann and Nancy F. Albright, as substitute Co-Executrices with the same powers as are given herein to my Co-Executors and also without the filing of any bond. 7. I hereby suggest that my personal representatives retain the services of Irwin, 2 McKnight & Hughes, Carlisle, Pennsylvania, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this '~ ~ day of November, 1996. ~~ ~,~:.._ ~ G ~-~ (SEAL) VESSIE ICKEL Signed, sealed, published and declared by VESSIE J. FICKEL, the testatrix above named, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. 3 ACKNOWLEDGMENT AND AFFIDAVIT WE, VESSIE J. FICKEL, BETZI A. MORRISON and, CHERYL L. CLELAND, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. VESSIE J. FI L BETZI . M RRI ON HE L L. CLELAND COMMONWEALTH OF PENNSYLVANIA . SS: COUNTY OF CUMBERLAND ; Subscribed, sworn to and acknowledged before me by VESSIE J. FICKEL, the testatrix herein and subscribed and sworn to before me by BETZI A. MORRISON and CHERYL L. CLELAND, witnesses, this Y'' day of November, 1996. p ,~.~ Public ~~ `~ Notarial Seal Ca~sleegoro. Cu berand County My Commission Expires (jct. 3, 2000 9mbar, Pennsylvania Association ni Nntarles 21-2002-738 RENUNCIATION In regard to the Estate of Vessie J. Fickel ,deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned of the above decedent hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters Testamentary be issued to Richard F. Fickel WITNESS m~_ hand(s) this ,~'Jr_~day of July , 2002. MANUFACTURERS & TRADERS TRUST COMPANY as successor to Financial Trust Company By: ~~ c DAV C. GORITY ICE SIDENT 1415 Ritner Highwa Carlisle, PA 17013 ADDRESS SIGNATURE ADDRESS SIGNATURE ADDRESS REV-1500 EX t (6~()0) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R D E E S N T C o M P T U A T X A T I o N REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARfMENT OF REVENUE OEPT. ZB06O' HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Fickel Vessie J. DATE OF DEATH (MM.DO~YEAR) /7- FILE NUMBER G OFFICIAL USE ONLY I? d-, v 5" 21 -02-0738 COUNTY CODE YEAR SOCIA.L SECURITY NUMBER 186-24-8926 THIS RETURN MUST BE FILED IN DUPLICATE wrTH THE NUMBER REGISTER OF WILLS SOCIAL SECURI Y NUMBER 1. Original Return 4. Limited Estate X 6. Decedent Died Testate 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12 -82) 7, Decedent Maintained a living Trust 0 (Attach copy of Trust) 3. date of death . Remamder Return prior to 1Z~ 13-82) 5. Federal Estate Tax Return RequIred 8. Total Number of Safe Deposit Boxes 010. Spousal Poverty Credit 0 11. ElectJon to tax under Sec. 9113(A) (date of death between 12-31-91 and 1-1-95) (Attach Sch 0) -"{illS SECTIO~ NUS:tJIIt c;!)t.l"l.!TEIl; i\U.'CORRESl>bNDENCli$ tONFlDllNTtAL tAx iNFORN~TI<>>i:SHOUUl8E'DllilEC1EG 'l:O~ . NAME COMPLETE MAILING ADDRESS Copyright (c) 2000 form software only The Lackner Group, Inc. (Attach ~opy of Will} o 9. Litigation Proceeds Received Ro er B. lrwin Es . FJ RM NAM E (If Applicable) 60 West Pomfret Street West Pomfret Professional Bldg. Carlisle, PA 17013 49- 53 1. Real Estate (Schedule AI 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 FI D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule J) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Sub"eet to Tax (Line 12 minus Line 13) lRWIN McKNIGHT & HUGHES TELEPHONE NUMBER (1) (2) (3) R E C A P I T U L A T I o N (4) (5) None 1,680.00 None None 46,050.12 None None 3,185.17 383.53 .0 0 .0 45 .12 .15 OFFICIAL USE ONLY (8) 47,730.12 (11) 3,568.70 (12) 44,161. 42 (13) 3,532.91 (14) 40,628.51 (15) (16) (17) (18) (19) 0.00 1,828.28 0.00 0.00 1,828.28 (6) 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) 16. Amount of line 14 taxable at lineal rate 17. Amount of line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate 19. Tax Due 20. 0.00 40,628.51 0.00 0.00 x X X X FormAEV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 442 Walnut Bottom Road CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page lUne 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,828.28 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C) (2) 0.00 Total Interest/Penalty ( D + E) (3) 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 10 requesl a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of line 5 + 5A. This is the BALANCE DUE. (SB) Make Check Payable 10: REGISTER OF~ILLS, AGENT ........P[EASEANSWERTHE..FO[LOWiNG~b~~iIONSBy.PLACiNGAN ..x..~~']f~]~]!~~~~~~:~!,~i~]!.~t~~!~!~!d!:.':i 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ~ ~~x 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 death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 0.00 0.00 1,828.28 0.00 1,828.28 o o o []J []J []J Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my Icnowledge and belief, it is true, correct and complete. DecJaratjon of preparer other than the personal representative is based on all Information of which pre parer has any knowledge. Richard R. Fickel 22 Connecticut Blvd - - -6~daIe-,- -cr- - - 663-i6 - - - - - - - - - - - - - - - - - - - - - - - - - - -- RWIN McKNIGHT & HUGHES 60 West Pomfret Street ---Ca~i-isie-,- -PA-- -i7013--- - -- ---- --- --- - --- --- - --- DATE /6- ~)~'~eoZ- DA.TE For dates of deat fter 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"10 [72 P.S. 9116Ia) (1.1) (;)J. 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) O;)J. The statute does 110t exempt a transfer to a surviving spouse from tax, and the statutory requirements to r disclosure of assets and filing a tax return are still applicable even it 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 at 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"10 [72 P.S. 9116 (a)(1.2J]. The tax rate imposed on the net value at 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 orfor the use of the decedent's siblings is 12% [72 P.S. 9116(aXL3)J. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The l.ack:nerGroup, Inc. Form REV-1500 EX (Rev. 6-00) REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FilE NUMBER Vessie J. Fickel SSjl 186- 24-- 8926 06/30/2002 21 - 02 - 0738 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER UNIT VALUE OF DEATH 1 200 shares American Express Company - traded on the 8.4-0 1,680.00 NYSE, common TOTAL (Also enter on line 2, Recapitulation) 1,680.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSys1ems, Inc. Form REV~ 1503 EX (Rev. 1-97) REV-1508 EX + (1,97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vessie J. Fickel SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SS4t 186-24-8926 06/30/2002 FILE NUMBER 21 -02-0738 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 NUMBER 1 BC/BS, premium refund DESCRIPTION VALUE AT DATE OF DEATH 140.95 2 M&T Bank, savings account 37,527.49 3 M&T Bank, checking account 1,556.68 4 1/4 c. diamond ring set in platinum 325.00 5 U.S. Savings Bonds, series HH ($500/$1000) - list attached 6,500.00 TOTAL {Also enter on line 5, Recapitulation) $ 46,050.12 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-150B EX (Rev. 1~97) REV-1511 EX + (1-97) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Vessie J. Fickel SSfl 186-24-8926 FILE NUMBER 21 -02-0738 06/30/2002 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES, 1 Carlisle Memorial Service B. AMOUNT 120.00 2 Ewing Brothers Funeral Home 265.12 3 George's Flowers 198.22 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address city State Zip Year(s) Commission Paid: 2. 3. Attorney's Fees IRWIN McKNIGHT &. HUGHES Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 2,300.00 4. Register of Wills 108.00 Probate Fees 5. Accountant's Fees 6. Tax Return Pre parer's Fees 7. 1 Other Administrative Costs Cumberland Law Journal - estate notice publication 75.00 2 Register of Wills - filing fee 25.00 3 The Sentinel - Legal - estate notice publication 93.83 TOTAL (Also enter on line 9, Recapitulation) $ 3,185.17 (If more space is needed, Jnsert additional sheets of the same si2e) Copyright (c:) 1996 fotm software only CPSystems, Inc, Form REV-1511 EX (Rev. 1-97) AEV-1512 EX + (1-97) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Vessie J. Fickel SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS 88fl 186-24-8926 06/30/2002 FilE NUMBER 21 -02-0738 Include unreimbursed medical expenses. ITEM NUMBER 1 Pharmerica DESCRIPTION AMOUNT 154.38 2 The Patriot News, subscription balance due 16.80 3 United Church of Christ Homes 212.35 TOTAL (Also enter on line 10, Recapitulation) $ 383.53 (If more space is needed, insert additional sheets of the same size) Copyrfght(cl1996formsoftwareonlyCPSystems,lnc. Form REV-f512 EX (Rev. 1-97) AEV-1513 EX.. (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Vessie J. Fickel SSlf 186-24-8926 FILE NUMBER 21 -02-0738 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Truslee(s) OF ESTATE 06/30/2002 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.Zl) 1 David P. Albright 135 Clearview Place Carlisle, PA 17013 Grandchild 1/10 of 5% 2 Mark D. Albright 468 Amherst Road Belchertown, MA 01007 Grandchild 1/10 of 5% 3 Nancy M. Albright RR 4 Box 202A Sunbury, PA 17801 1/3 bonds & 1/3 remainder Daughter 4 Timothy S. Albright RR 4 Box 202A Sunbury, PA 17801 Grandchild 1/10 of 5% 5 Nancy D. Buffington 51 Brian Drive Carlisle, PA 17013 Grandchild 1/10 of 5% continued . . . ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Carlisle Brethren in Christ Church 1155 Walnut Bottom Road Carlisle, PA 17013 2,208.07 2 World Vision Inc. P.O. Box 9716 Federal Way, WA 98063-9716 1,324.84 TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 3,532.91 (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackne( Group, l!'\C. Form REV-1513 EX (Rev. 9-00) Estate of: Vessie J. Fickel Soc Sec #: 186-24-8926 Date of Death: 06/30/2002 Continuation of Schedule J, Part I (Taxable Bequests) Item Name and Address of Beneficiary il Relationship Amount or Share of Estate 6 Richard E. Coe 5952 Burlington Harrisburg, PA Grandchild Drive 17112 7 Richard L. Fickel 88 Dayton Drive Southington, CT 06489 Grandchild 8 Richard R. Fickel 22 Connecticut Boulevard Oakdale, CT 06370 Son 9 Charlynne R. Kelso 271 Wisteria Road Saint Augustine, FL 32086 Grandchild 10 Terry L. LaVanture 200 Faith Circle Carlisle, PA 17013 Grandchild 11 Margaret J. Naumann RR 2 Box 616 Millerstown, PA 17062 Daughter 12 Laura Jo VanDyke 8 Whitney Street Bangor, ME 04401 Grandchild 13 Beth Ann Welles 46 Massachusetts Road Oakdale, CT 06370 Grandchild 1/10 of 5% 1/10 of 5% 1/3 bonds & 1/3 remainder 1/10 of 5% 1/10 of 5% 1/3 bonds & 1/ 3 remainder 1/10 of 5% 1/10 of 5% LAST WILL AND TESTAMENT I, VESSIE J. FICKEL, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my Executors to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my Executors to sell any realty owned by me at my death and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do ifliving. 3. Any of my personal belongings, including dishes, silverware, furniture, rings, watches, piano, etc., are to be distributed among my children and grandchildren as agreed to by them. If any question of distribution arises, my Executors shall have the final and conclusive decision on the matter. 4. I give my Series "R" Bonds to my children, share and share alike. S. All the rest, residue and remainder of my property, real and personal, I give, devise and bequeath as follows: A. 5% thereof to The Brethren In Christ Church, Carlisle, Pennsylvania. B. 3% thereof to World Vision, Inc., Pasadena, California. C. 5% thereof to be divided between my grandchildren living at the time of my death, share and share alike, and D. The remaining 87% of my estate, share and share alike, to my children: Richard R. Fickel, Margaret F. Naumann and Nancy F. Albright, absolutely. Should any of these children predecease me, his or her share of my estate shall pass and go to his or her children who SUfVIve me. 6. I nominate and appoint Richard R. Fickel and Financial Trust Company to be the Executors of this my Last Will and Testament; without the filing of any bond. Should Richard die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint Margaret F. Naumann and Nancy F. Albright, as substitute Co-Executrices with the same powers as are given herein to my Co-Executors and also without the filing of any bond. 7. I hereby suggest that my personal representatives retain the services of Irwin, 2 McKnight & Hughes, Carlisle, Pennsylvania, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ",' day of November, 1996. cL.u~ ~ f<-;;6L VESSIE CKEL (SEAL) Signed, sealed, published and declared by VESSIE J. FICKEL, the testatrix above named, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. 3 ACKNOWLEDGMENT AND AFFIDA VIT WE, VESSIE J. FICKEL, BETZI A. MORRISON and, CHERYL L. CLELAND, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence" 7fu~cJi- ~c~k-e VESSIE J. FI . L BETZI . M RRI ON ~f/ t?l4 HE L 1.. CLELAND COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by VESSIE J. FICKEL, the testatrix herein and subscribed and sworn to before me by BETZI A. MORRISON and CHERYL L. CLELAND, witnesses, this y" day of November, 1996" /"[/ 7.r;., '?> / N/"otary Public I , '--~ Notarial Seal I;?~er B Irwin, Notary Public Car,)S e 80r.o, Cumberfand County My CommIssion Expires Oct. 3, 2000 M'mbor. P'l1nsylvanla Aseoclallon 01 NotaH,s /! C-et,- Vessie J. Fickel Estate d/o/d - June 30, 2002 Appraisal by: Harry E. Danson Carlisle Coin Shop 25 Circle Drive Carlisle, PA 17013 J.- 1';' ~l c;(i:J'>I/O>i! ).-(YI r 5Q-r (~ ll'i2"f; u~(u:3;2~'~ 243-8943 )/ cttbc:rtV<-C~ (T o.-:J!.~ Q~,- Cyt'1lf") r!:1M&TBank July 24, 2002 RE: Estate Search The Estate of: Date of Death (D.O.D.) VESSIE J FICKEL 6/30/2002 To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Dpening Branch D.D.D. Accrued Interest Balances (Includes Accr. Int.) $1555.93 $.75 SAY 480924 DPENED 10/71 15004201731608 DPENED 6/00 MRS VESSIE J FICKEL 4319 CHK VESSIE J FICKEL 4319 $37,473.27 $54.22 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Dwed Account Description NO. Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CDRPDRA TION BY: ~ J ~~'-k ~~'-' Authorized Signature DATE: I ~ 2 'f -02-- Manufacturers and Traders Trust Company. 1100 Wehrle Drive, Po. Box 701. Buffalo. NY 14240-0767 @ IDS LIFE INSURANCE COMPANY AMERICAN EXPRESS FUNDS AMERICAN EXPRESS CERTIFICATE COMPANY AMERICAN EXPRESS BROKERAGE 70100 AXP Financial Center Minneapolis, MN 55474 ~~~@:uw~~ AUG 24 2002 August 19, 2002 ROGERB IRWIN WEST POFRET PROFESSIONAL BUILDING 60 WEST POMFRET STREET CARLISLE, PA 17013-3222 IRWIN, McKNIGHT & HUGHES Dear ROGER B IRWIN: Thank you for your recent inquiry regarding VESSIE J FICKEL's accounts. These are the values of the accounts as of 06/30/2002. Account Information Mutual Funds Account Number 02070743236 3 002 Ownership Individual Mutual Funds Account Number 02070743236 3 002 Total Value $1680.00 # of shares 200.000 Asset Value Per Share 8.400 Account Disposition Account disposition is based on how an account is owned (the ownership type). The following information will help you understand the process that will be used to settle the accounts. Disposition for Individual ownership Upon the death of the owner, all mutual fund, certificate, brokerage, annuity accounts Issued before January 19, 1985 and life insurance accounts registered in individual ownership become part of the estate for distribution. If there is a contingent owner named on a life insurance or annuity account ownership passes directly to the contingent owner. Required Documents In order to take appropriate steps to settle the accounts we will need these documents: Certified Death Certificate The death certificate must be an original document that bears certification from the health department or local registrar and includes the cause of death. Estate Settlement Form (3248F) (For accounts: 02070743236 3 002) To process a settlement on a Mutual Fund, Certificate or Brokerage account, we need Insurance and annuities are issued by IDS life Insurance Company, an American Express company. American Express Brokerage is provided by American Express Financial Advisors Inc. American Express Financial Advisors Inc. Member NASD. American Express Company is separate from American Express Financial Advisors Inc. and is not a broker-dealer. a completed Estate Settlement Form 3248F from each claimant. A separate form should also be included for each ownership type. Sections 1,2,4 and 10 must be completed. For instructions on completing this form, please see page 6. Incomplete information would cause delay. Certified Letters of Testamentary/Letters of Administration - RECEIVED Sincerely, Mary Chaffee Death Settlements Processing Team 70310 AXP Financial Center Minneapolis, MN 55474 888-723-8476, option 5, 19629 When submitting the req uired documents please attach this cover sheet to the documents. Please include all documents related to the claim or estate settlement including new account applications, claim forms, etc. Please do not include any documents not related to the death claim or estate settlement. This will allow for quicker processing of your claim or estate settlement. TO: Mary Chaffee Death Settlements Processing Team 70310 AXP Financial Center A TTN: MAILROOM DO NOT SEPARATE ANY OF THIS MAIL. PLEASE DELIVER TO THE PERSON IDENTIFIED IN THE NOTE ABOVE Insurance and annuities are issued by IDS Life Insurance Company. an American EKpress company. American Express Brokerage is provided by American Express Financial Advisors Inc. American Express Financial AdlJisors Inc. Member NASD. American Express Company is separate from American Express Financial Advisors Inc. and is not a broker-dealer. () :c- ;::: '< o o Cl c: 3 (1) " Iii <: (1) U> U> or ." 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'#- '?fi. Z ....lo.~....lo.~....lo.-:O'....lo. ~ ~~:::~~~I\) ~_ NNl\.)NNNi':5tol- ooooooo.....g ooooooorP('t) NNNNNNN @ '" 0000000 ~1~i:3i:3~,~I~ oooooco -" -"....lo.~.....~-" -"oooo~....lo. OJ o ::J a. (fl 0:;;< '" ~ -0: "" '0_ " " (;>8 ~ @ " ~ ~- - )>~ $4('0 <" ::: CD 0 ::J .... <'< CD ~ ;:l.('O O'1:l -< Q -'" -< ;;' 0: .", S E- ~~ -" "2 ::I <<' :!1 <D" -0 :::1. ~.:J 0- 3'0 <0", Oco '" .. coo '" ..", - o~ (j)~ -- !'V!'V 00 00 !'V !'V z o " CERTIFICATION OF NOTICE UNDER RULE 5.6(a2 Name of Decedent: VESSIE J. FICKEL Date of Death: June 30, 2002 Estate No.: 21-02-0738 To the Register: I certify that notice of the beneficial interest reduired by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on September 16, 2002 . Name Address Richard E. Coe 5952 Burlin tg on Drive, Harrisburg, PA 17112 Brethren In Christ Church 1155 Walnut Botta_m Road, Carlisle, PA 17013 World Vision Inc. P.O. Bo~c 9716. Federal, Way, WA 98063-9716 Margaret J. Naumann RR 2 B~~c 616 Miller_stown, PA 17062 Terry L. LaVanture 200 FFaith Circle, Carlisle, PA 17013 Charlynne R. Kelso 271 Wisteria Road St. Augustine, FLL 32086 Nancy D. Buffington 51 Brian Drive, Carlisle, PA 17013 Richard L. Fickel 88 Dayton Urive, Soutl~ri~ton, CT 06489 Beth A. Welles 46 Massachusetts R~ad,.0akdale, CT 06370 Laura J. VanDyke 8 Whitnf_y_ Street,_F3~ngor, ME 04401 Richard R. Fickel 22 Co~nr,e~,ticut Boulevard Oakdale, CT 06370 David P. Albr~ht 135 Clearview Place, C=arlisle, PA 17013 Mark D. Albright 468 Amherst Road,_ i~eichertown, MA 01007 Timothy S. Albright RR 4 Box 202A, Su~~bury, PA 17801 Nancy M. Albright RR 4 Box. 202A, Sunbury, PA 17801 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none . Date: 09/ 16/02 _ ~~ Z.v ~ ' ~~-~- - ------T~-- Si€r~: ~_r_ 'RBJI":. 1~1~_K'N ~' & HUGHES Nam: roger B. 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VINVA'IASNN3d d0 Hll~i/3MNOWWO~ V 00 005`9 ~; (OOOT$/OOS$) HH aizaS °spuog s8uzn~S 'S'Il '9 ~i 00 89 6~ S6 00 . iunuz~~Td ui has fuzz puo~uszp ~2zso +~/T 'S . . . . . . . . . . . . . . ~unoooy ~uzxoau0 - ~u~g Z~~ ' ~7 . . . . . . . . . . . . . . ~unoooy s2uin~g - ~uag Z'3I~I ' £ . •pun~ag tunzmazd - pTazuS anTg/ssoz0 anTg •Z ' '~S~N uo papezZ - uounuo0 - ~fusdiuo0 ssazdxg uEOZZauiy saz~uS OOZ ' T sz~ 95S`T LZS`L£ O~iT 089`T paseaaap ~~x~T3 •r ~TSS~n ~o a~e~sa ~euosaad pue ~ea~ ayl ~o iGo~uanu~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280607 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 001785 ROGER B IRWIN ESQUIRE 60 W POMFRET STREET CARLISLE, PA 17013 fold ESTATE INFORMATION: ssN: i a5-3s-so35 FILE NUMBER: 2102-0738 DECEDENT NAME: FICKEL VESSIE ~ DATE OF PAYMENT: 10/30/2002 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 06/30/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 51,828.28 TOTAL AMOUNT PAID: REMARKS: ROGER B IRWIN ESQUIRE CHECK#19084 SEAL INITIALS: CW RECEIVED BY: MARY C. LEWIS REV-1162 EX~11-96) 51,828.28 REGISTER OF WILLS REGISTER OF WILLS ~s BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 ROGER B IRWIN ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE PA 17013 DATE 12-16-2002 ESTATE OF FICKEL VESSIE J DATE OF DEATH 06-30-2002 FILE NUMBER 21 02-0738 COUNTY CUMBERLAND ACN 101 Anount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FICKEL VESSIE J FILE N0. 21 02-0738 ACN 101 DATE 12-16-2002 TAX RETURN WAS: (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) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 1,680.00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fore with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule El (5) 46,050.12 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 B. Total Assets (g) 47,730.12 APPROVED DEDUCTIONS AND EXEMPTIONS: 3,185.17 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) [10) 383.53 11. Total Deductions (11) 3.568.70 12. Net Value of Tax Return (12) 44,161.42 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 3,532.91 14. Net Value of Estate Subject to Tax (l4) 40,628.51 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rate (15) •00 X 0 0 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 40,628.51 X 045 . 1,828.28 17. Amount of Line 14 at Sibling rate (17) .00 X 12 - .00 18. Anount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00 19. Principal Tax Due (lq)= 1,828.28 TAY CRFI1TTCe DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 10-30-2002 CD001785 .00 1,828.28 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% ~FP [01-027 TOTAL TAX CREDIT 1,828.28 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT'' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiraticn 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 DF NDTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 914D). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT REFUND CCR): 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 are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for farms ordering: 1-800-362-2050; services far taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, ar disallowance of deductions, ar assessment of tax (including discount or interest) as shown on this Notice must object within sixty (6D) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Past Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-D601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3l calendar months after the decedent's death, a five percent (5%l discount of the tax paid is allowed. PENALTY: The 15% 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 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 the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one C1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 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 1982 through 2D02 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER 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 be calculated. tf ~~~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: VESSIE JEFFRIE FICKEL Date of Death: June 30, 2002 No. 21-02-0738 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: X Yes No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X 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? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of Orphan's Court and maybe attached to this report. Date: ~ 6/4/03•~ ~ `~ ` ~~~~ r-- Signatur C~._ r ! IRW cKNIGHT & HUGHES Royer B. Irwin Esquire Name (please type or print) ''~" 60 West Pomfret Street M ~"" ~- o '` ~ Address `` ~ Carlisle, PA 17013 City, State, Zip (717 249-2353 Telephone Number Capacity: Personal Representative X Counsel for Personal Representative