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HomeMy WebLinkAbout01-0453 MARY C. LEWIS, REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR GRANT OF LETTERS Estate of VIOLET R. VAN SICKLE No.21 01 4..{ 5'3 also known as , Deceased Social Security No. 209-12-5829 LOUISE D. VAN SICKLE Petitioner(s), who is/are 18 years of age or older, apply)ies) for: (COMPLETE "A" OR "B" BELOW:) Gl A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut l"'l)( Decedent, dated 1/9/85 and codicil(s) dated 10/18/85 named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.I.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his/her last family o!'princip~ residence at 118 NOVEMBER DRIVE, APT. 1, ..:fWP!, CUMBERLAND CO., CAMP HILL, PA 00 RU. (list street, number and municipality) Decedent, then 80 years of age, died APRIL 8 ,2001 ,at FREY VILLAGE, MIDDLETOWN, PA 17057 (location) Decedent 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 ........................................................................................ Total ..................................................................................................................... 0" ~ $ /.;< S, t?rp D $ $ $ $ /,;),,5, c> ~ 0 ~ Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence LOUISE D. VAN SICKLE 429 B. RENO STREET NEW CUMBERLAND PA 17070 I / ....~ '" ,..- Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer e estate accor ing to law. !L . OUISE D. VAN SICKLE before me this 7TH Sworn to and affirmed and subscribed _ day of MAY. 2001. ~ e. '/OJ~ ~u. I!. fJ. . 5If)~. ~l~ Estate of DECREE OF REGISTER VIOLET R. VAN SICKLE Deceased No.21 - 01 - 453 also known as Social Security No: 209-12-5829 Date of Death: APRIL 8. 2001 AND NOW, MAY 8, 2001 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary 0 of Administration are hereby granted to ((c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoriate) LOUISE D. VAN SICKLE in the above estate and that the instrument(s), if any, dated 01-09-1985 CODICIL DATED 10-18-1985 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters .................................... $ 235.00 Short Certificates(s) ...J......... Renunciation......................... . Extra Pages ( 2 ) ............... CODICIL I.T.R....................................... JCP Fee ................................. Inventory ................................ Other.................................... .. YY}J~ t?;(~ 101,t {lP..~1J;~(2t.p'~~ . , Register of Wills . $ 9.00 $ $ 6.00 $ 10.50 $ $ 5 . 00 $ $ Signature Attorney: GERALD J. BRINSER. ESQUIRE 1.0. No: 09655 Address: 6 E. MAIN STREET, P.O. BOX 323 PALMYRA PA 17078 Telephone: (717)838-6348 DATE FILED: MAY 8, 2001 TOTAL .............................$ 265.50 WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. COMMON\NEAL TH OF PEHt;~;\ LV A.NiA DEPAflTMENT OF HEALTH VITAL RECORDS LOCAL REGISTRAR S CEFHiF!CATION OF DEATH T 4861556 -~g D:)~I:' of \:;~l e 2JJ1 //2-'-" '. \I:iQ:l~t R. n\T~'E)i95J-~ FErrale 209-12-5829 Date of D')i:llhPfri:l.~/~~_. l'Iu;3 ._1E},19x) ~Yi..~ ...~ Hill, PA ~qtlirl(b. WUte S:lies Clerk--Retail .i~\rlTldd Forces"} No) NJ Oecedent's Wid::w 429 B. FaD st., tav a.:nrerlarrl, PA 17070 Looise D. Van.Sickle IBniel B. BroNn BroNn El.'Ineral fute, 100 Eddge st., MifflintOiJl1, PA 17(159 C:au,St; Interval Between Onset and Death In~l~ 4 wks. c;<: r'1~jltion~'; occurred x Deterrn;ned Jc:sq:h W. Iahr, M.D. (M.D.. DO . Coroner. ME) 1022 N. Uri.m st., Midlleto.-ln, PA 17(157 9' Opl8C.i rorn-^\~0lnal G(~rti icate c:rtdicate 'N]!'! e f-(")fvval'iJed to tt18 nH? as L~)ca! ReG sl: iG for perm3 ", \ iiir':iLvv1", .. ;j '-if L....AJ.... ./ . '// (~~9Fn~v'~'?J-. 'KE Ebster st. Mifflin fum. 34- 3J7 P>fril 10, 2JJ1 last Dill atth Qft$tamtnt 21-01-453 o F VIOLET R. VAN SICKLE I, VIOLET R. VAN SICKLE, of 1704 Bridge Street, New Cumberland, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my LAST WILL AND TESTAMENT, in the manner and form following, hereby revoking and making void all former Wills or writings in the nature thereof by me heretofore made: ITEM 1- I direct my Executrix, hereinafter named, to pay all my just debts and funeral expenses as soon after my decease as is practicable. ITEM 11- All the rest, residue and remainder of my est- ate, whether real, personal or mixed, of whatever nature and descript- ion, and wheresoever the same may be situate at the time of my death, I give, devise and bequeath unto my beloved daughter, LOUISE D. VAN SICKLE, of 1704 Bridge Street, New Cumberland, Pennsylvania, provid- ing she is living at my death. ITEM 111- In the event my said daughter fails to survive me, then I give, devise and bequeath all the rest, residue and re- mainder of my estate to the following, share and share alike, if liv- ing; otherwise, to the survivors thereof, share and share alike: A- One-sixth (l/6th) to my niece, KAREN L. ESH, of R. D. 1, Port Royal, Pennsylvania; I ....:/ 'J Jr-' ,'f /M-~<:<E ~ //t:h-t4-r.,,).-4 (SEAL) VIOLET R. VAN SICKLE -1- B- One-sixth (1/6th) to my sister, ADRIENNE E. WRIGHT, of North Seventh Street, Mifflin- town, Pennsylvania; C- One-sixth (1/6th) to my brother, ARTHUR W. BRACKBILL, of Port Royal, Pennsylvania; D- One-sixth (1/6th) to my brother, RICHARD C. BRACKBILL, of R. D. 1, Port Royal, Penn- sylvania; E- One-sixth (l/6th) to my sister ,ALMA E. HUSLER, of R. D. 1, Port Royal, Pennsylvania; and F- One-sixth (1/6th) to my brother, OTHO BRACKBILL, of R. D. 1, Port Royal, Pennsylvania. ITEM IV- I do hereby nominate, constitute and appoint my said daughter, LOUISE D. VAN SICKLE, to be the Executrix of this, my LAST WILL AND TESTAMENT, to do any and all things necessary for the complete administration of my estate, providing she is living at my death. I further direct that my said Executrix shall serve without bond. ITEM V- Should my said daughter fail to qualify as such by reason of death, disability, or unwillingness to serve, then I do hereby nominate, constitute and appoint my nephew, DONALD HUSLER, ~"of R. D., Mifflintown, Pennsylvania, to be the Executor Y-R.V, of this, my LAST WILL AND TESTAMENT, and I direct that my said Executor shall serve without bond. ITEM VI- I hereby direct my Executrix, or Executor, to retain ELMER E. HARTER, ESQUIRE, of Harrisburg, Pennsylvania, ~g;// @ ~~~;;}. (SEAL) VIOLET R. VAN SICKLE -2- to be the attorney for the administration of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my LAST WILL AND TESTAMENT, this ~~ay of January, A. D. 1985. ;C:L~ ?? ~U(SEAL) VIOLET R. VAN SICKLE SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, VIOLET R. VAN SICKLE, as and for her LAST WILL AND TESTA- MENT, in our presence and in the presence of each other, we, be- lieving her to be of sound and disposing mind, memory and understand- ing, have, at her request, hereunto subscribed our names as witnesses thereto, in the presence of each other and of the Testatrix: at /1 J~t(j ~~"'-''-'--1f=u Residing at 'f"t'L-V~ e -3- COD I C I L I, VIOLET R. VAN SICKLE, the within-named Testatrix, do hereby make and publish this CODICIL, to be added to my LAST WILL AND TESTAMENT bearing date of January 9, 1985: By adding ITEM I-A, which is as follows: "ITEM I-A- If I should become ill and there is no reasonable expectation of my recovery, it is my desire that I be allowed to die, and not be kept alive by artificial means or heroic measures, and I direct my Executrix, hereinafter named, to so advise my family, my physician, my lawyer and my clergyman, any medical facility in whose care I hap- pen to be, and any individual who my become respon- sible for my health, welfare or affairs. This statement shall stand as an expression of my wishes while I am still of sound mind." IN WITNESS WHEREOF, I have hereunto set my hand and t..-.." seal to this CODICIL this / g -- day of October, A. D. 1985. Ii . . .' / ./ ' . .....J 1/" . / /.. ~ ~~-f ;..,/,9. //??.1A.' PL '_ VIOLET R. VAN SICKLE (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above- named Testatrix, VIOl..ETR. VAN SICKLE, as and for her CODICIL to her LAST WILL AND TESTAMENT, in our presence, and in the presence of each other, we, believing her to be of sound and disposing mind, memory and understanding, have, at her request, hereunto subscribed our names as witne ses thereto, in the presence of each other and residing f.,-J.;. ~ i :k. - \..,/ residing at REGISTER OF WILLS OF OATH OF SUBSCRIBING WITNES 21-01-453 the testat , sign the same and th signed as a witness at the request of testat_ in h sence and (in the presence of each other) (in the presence of the other subscribing witness(es)). ith, (each) being duly qualified according to present and saw codicil (each) a subscribing witness to the will presented he law, depose(s) and say(s) that Sworn to or affirmed a me this subscribed before day of 19_ (Name) (Address) Register (Name) (Address) REGISTER OF WILLS OF C LU1!1 BeKLJ\:1JD COUNTY OATH OF NON-SUBSCRIBING WITNESS 11~11R\.f BlC1ZR- v GIZa vn HBR'~ (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that iI'J G- kR.E. familiar with the signature of V J D LeI R... V :5 LO<J.f codicil testatJ1..1L of (one ef the 3Hlw:rihing w'tA8sses tot the will that V\fE. believef the signature on the Y i DLE T R Vim SiCKLE:- to the best of 0 L-l R... knowledge and belief. Sworn to or affirmed and subscribed before ~ n. A 0 \\Q I\..I\..) i1 ~ "- me this f] 'r ~ day of (Name) ,'Vl;rt1, _fiJODI '3~ \-t''-LC.~~ C(:('j ~'P'ERSf/~, Ij3/9 'ff):L'{f(J, ~ux/) ,V>4. fJ,a.. ~.ut>~(J~ IJf I. ... /1!Yl;es.s) I Register ../c;lI~ ~ (Name) S'a.mp Q. 5 CLbtJv'€.- (Address) MARY C. LEWIS, REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA ~ --- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: _\l!QLEI_R--,-YAN SICKLL Date of Death: 4l~(lL_______ __~_ Estate No. 2001-00453 SSN: 2Q9_-12:!:ifl2~___ ______ ___ FileNo. 21-01:Q4-~_____ ___ ____ Date Letters Granted: 9a~lQ1_ Will or Administration No.________ _ _ ___ __ To the Register: I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on f\.i/A____ __ ___ Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except EXECUTRIX IS ALSO SOLE BENEFICIARY. --- -- - - -- -- -- --- ---_._._.---_._._~-_._--_._~._._-_._.__._-_._-_.- ---- Personal Representative X _ Counsel for Personal Representative .~~~~j~- Signature GERALD J. BRINSfR-,--~S~UIR_I;_(ttQ9Q~5j Name (Please type or print) Date: 6/1/01 Capacity: Address 6 E. MAIN STREI;ILEJ)___ 6QX~2:3___ _u_ _ __ EALMYIi~__ _____ __ ___ f'.A._1]QI13 Telephone No. (717'la~13::6~4an REV-11o\OO ex + (&-00) .- COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128.0601 It. -;;!.~9 - s REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFAClAL USE ONLY (J,' FILE NUMBER 21-010453 ""'OOiiNTYcoor -YEAR- --iiiimiER-- I- Z W C W U W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) VAN SICKLE VIOLET R. DATE OF DEATH (MM-DD- Year) DATE OF BIRTH (MM-DD-Year) SOCIAl SECURITY NUMBER 209-12-5829 THIS RETURN MUST BE FILED IN DUPlICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER I!! ~:$U) u"'''' w"U rOO uf~ .. < 04/08/2001 08/16/1920 (IF APPLICABLE) SURVlVtNG SPOUSE'S NAME (LAST, FIRST, AND MIDDlE INITIAL) N/A 00 1. Original Return D 4. Limited Estate 00 6. Decedent Died Testate (AIlachcopyofWl) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a.Future Interest Compromise (daleofdeathaller12.12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (dale of dealh between 12.31.91 and 1.1-95) o 3. Remainder Return (dale ofdeath priOrkl 12.1J..82) D 5. Federal Estate Tax Return Required Q.. 8. Total Number of Safe Depos. Boxes D 11. Election to lax under Sec. 9113(A) 1-' So'OI THIS SECTION MUST BE COMPLETlED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS GERALD J. BRINSER ESQUIRE 6 E. MAIN STREET FIRM NAME (If A~'able) BRINSER WAGNER & ZIMMERMAN P.O. BOX 323 TELEPHONE NUMBER 717838-6348 PALMYRA PA 17078 .... z w Q Z o .. '" w '" '" o u z o i= :3 ::J l- ii: c( u w II:: z o S ::J 11. :Ii o U S 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Recer,able (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (Schedule G or L) (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (17) (18) (19) i OFFICIAL USE ONLY I 126,223.13 ! I 1 1_______ . 126,223.13 2,441.50 116.23 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(l.2) 0.00 X .OL(15) X .04.5 (16) 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) 12. Net Value of Estate (Une 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 Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 16. Amount of line 14 taxable at lineal rate 123,665.40 0.00 0.00 X .15 2.557.73 123.665.40 123.665.40 0.00 5.564.94 0.00 0.00 5,564.94 17. Amount of Line 14 taxable atsibting rate X .12 20. 0 CHECK HERE IF YOU ARE REOUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 18. Amount of Une 14 taxable at collateral rate 19. Tax Due d t' C d Dece en s omDlete A dress: . STREET ADDRESS 118 NOVEMBER DRIVE APT. 1 CITY CAMP HILL I STATE I ZIP PA 17070 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discounl (1) 5.564.94 278.28 Total Credits (A...8...C) (2) 278.28 3. InleresVPenally if applicable D.lnlerest E. Penalty T otallntenesVPenalty ( D ... E ) (3) 4. if Line 2 is greaterlhan Line 1 ... Line 3, enler the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 10 requesl a refund (4) 5. If Une 1 ... Line 3 is grealer than Line 2, enler the difference. This is the TAX DUE. (5) A. Enler the interesl on Ihe lax due. (5A) B. Enler the totai of Line 5 ... 5A. This is Ihe BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILL$, AGENT 5,286.66 5,286.66 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a Iransfer and: Yes No a. retain Ihe use or income of the property Iransferred; ........................................................................... 0 00 b. retain the right 10 designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ............................................................"........................................ D 00 d. receive the promise lor life of eilher paymenls, bEnefits or care? ............................................................. 0 00 2. If death occurred after DecembEr 12, 1982, did decedenl transfer property within one year of dealh without receiving adequale consideration?........................................ ......................... ............................. 0 00 3. Did decedent own an 'in trust for' or payable upon death bank accounl or securily al his or herdealh? ................. 0 00 4. Did decedent own an Individual Retirement Accounl, annuily, or other non-probate property which contains a bEneficiary designation? ....................................................................................................... 0 00 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 lhat I have examined lhis return, includi~ accompalyiog 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 RESP SIBLE FOR F ING RETURN DATE t1u.W. d), u..-r . 0 D ESS 429 B. RENO STREET NEW CUMBERLAND PA 17070 SIGNATURE OF PREP R OTHER THAN RE~ ES DATE E. MAIN STREET, P.O. BOX 323 PALMYRA PA 17078 ADDRESS For dales 01 dealh on or after July 1, 1994 and bEfore January I, 1995, Ihe lax rale imposed on the net value oltransfers to or for Ihe use 01 Ihe surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dales of dealh on or after January I, 1995, the tax rate impoSed on the nel value of transfers 10 or lor Ihe use oflhe surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (Ii)]. The slatute does not exemol a transfer to a surviving spouse from tax, and the statutory requiremenls lor disciosure of assets and filing a lax retum are stin applicabie even if Ihe surviving spouse is the only bEneficiary. For dates of death on or after July I, 2000: The tax rate imposed on the net value of Iransfers from a deceased child twenty-one years of age or younger at death to or for Ihe use of a nalural parenl, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)1. The lax rale impoSed on Ihe nel value of transfers to or for Ihe use oflhe decedenl's lineal bEneficiaries is 4.5%, excepl as noled in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)I. The lax rate imposed on Ihe net value of lransfers 10 or for Ihe use of the decedenl's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibiing is defined, under Section 9102, as an individual who has at leasl one parent in common with the decedent, whether by blood or adoptioo. RE':'~EX.I''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF VAN SICKLE VIOLET R FILE NUMBER 21 01 0453 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. DESCRIPTION POSTMARK CREDIT UNION - SAVINGS ACCOUNT #B61 VALUE AT DATE OF DEATH 100,254.79 2. WAYPOINT BANK - CHECKING ACCOUNT #1800012312 (INCLUDES ACCRUED INTEREST OF $.28) 10,272.49 3. WAYPOINT BANK - CERTIFICATE OF DEPOSIT #756318384 (INCLUDES ACCRUED INTEREST OF $13.78) 15,013.78 4. HOUSEHOLD FURNISHINGS - SALE PROCEEDS 570.49 5. ALLSTATE INSURANCE - REFUND 37.00 6. MEDICAL REIMBURSEMENTS 74.58 TOTAL (Also enter on line 5, Recapitulation) $ (It more space is needed, insert additional sheets of the same size) 126223.13 "''':'''0'''"* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF VAN SICKLE VIOLET R FILE NUMBER 21 01 0453 Debts of decedent must be reported on Schedule I. ITEM , NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. FUNERAL LUNCHEON 100.00 2. INSCRIPTION 55.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal RepresentaUve (5) Social Security Numbe~s) I EIN Number of Personal RepresentaUve(s) SfreefAddress City State Zip Year(s) Commission Paid: 2. AttomeyFees BRINSER, WAGNER & ZIMMERMAN 2,000.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs. attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. ProbafeFees REGISTER OF WILLS 265.50 5. Accountants Fees 6. Tax Return Preparer's Fees 7. REGISTER OF WILLS - (2) SHORT CERTIFICATES 6.00 8. REGISTER OF WILLS -FILING FEE 15.00 TOTAL (Also enfer on line 9, RecapUulation) $ 2441.50 (If more space is needed, insert additional sheets of fhe same size) REV.~"EX.(1.97)'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF VAN SICKLE VIOLET R SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 21 01 0453 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. P P & L - ELECTRIC 14.12 2. VERIZON - PHONE 2.11 3. CAMP HILL PLAZA APARTMENTS 100.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is neeced, insert additional sheets of the same size) 116.23 ""':""'.,''',.. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER VAN ""f' (I <= VIOl FT R. ?1 01 04fi::l RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distnbutions) 1. LOUISE D. VAN SICKLE DAUGHTER ENTIRE 429 B. RENO STREET RESIDUARY ESTATE NEW CUMBERLAND, PA 17070 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) -::::> \~ Ja$t Bill aub ~t$trontnt --2..L VIOLET R. VAN SICKLE I, VIOLET R. VAN SICKLE, of 1704 Bridge Street, New Cumberland, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my LAST WILL AND TESTAMENT, in the manner and form following, hereby revoking and making void all former Wills or writings in the nature thereof by me heretofore made: ITEM I- I direct my Executrix, hereinafter named, to pay all my just debts and funeral expenses as soon after my decease as is practicable. ITEM II- All the rest, residue and remainder of my est- ~ ate, whether real, personal or mixed, of whatever nature and descript- ion, and wheresoever the same may be situate at the time of my death, I give, devise and bequeath unto my beloved daughter, LOUISE D. VAN SICKLE, of 1704 Bridge Street, New Cumberland, Pennsylvania, provid- ing she is living at my death. ITEM 111- In the event my said daughter fails to survive me, then I give, devise and bequeath all the rest, residue and re- mainder of my estate to the following, share and share alike, if liv- ing; otherwise, to the survivors thereof, share and share alike: A- One-sixth (1/6th) to my niece. KAREN L. ESH, of R. D. 1, Port Royal, Pennsylvania; / / -, )/" " -. /~-< T ('/, ,/,:7'< /10./--4 VIOLET R. VAN SICKLE (SEAL) -1- B- One-sixth (1/6th) to my sister, ADRIENNE E. WRIGHT, of North Seventh Street, Mifflin- town, Pennsylvania; C- One-sixth (1/6th) to my brother, ARTHUR W. BRACKBILL, of Port Royal, Pennsylvania, D- One-sixth (1/6th) to my brother, RICHARD C. BRACKBILL, of R. D. I, Port Royal, Penn- sylvania; E- One-sixth (1/6th) to my sister,ALMA E. HUSLER, of R. D. I, Port Royal, Pennsylvania, and F- One-sixth (1/6th) to my brother, OTHO BRACKBILL. of R. D. 1, Port Royal, Pennsylvania. ITEM IV- I do hereby nominate, constitute and appoint my said daughter, LOUISE D. VAN SICKLE, to be the Executrix of this, my LAST WILL AND TESTAMENT, to do any and all things necessary for the complete administration of my estate, providing she is living at my death. I further direct that my said Executrix shall serve without bond. ITEM V- Should my said daughter fail to qualify as such by reason of death, disability, or unwillingness to serve, then I do hereby nominate, constitute and appoint my nephew, DONALD HUSLER, ~,.of R. D., Mifflintown, Pennsylvania, to be the Executor Y.RY, of this, my LAST WILL AND TESTAMENT, and I direct that my said Executor shall serve without bond. , ITEM VI- I hereby direct my Executrix, or Executor, to ret,ain ELMER E. HARTER. ESQUIRE. of Harrisburg, Pennsylvania, ~--/ .:2?' /;:;;;~-A';(:: (SEAL) VIOLET R. VAN SICKLE -2- to be the attorney for the administration of my estate. IN WITNESS WHEREOF, I have and seal to this, my LAST WILL AND TESTAMENT, January, A. D. 1985. hereunto set my hand this ~ ~ay of ~.-/ a ~~Lt.(SEAL) v v VIOLET R. VAN SICKLE SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, VIOLET R. VAN SICKLE, as and for her LAST WILL AND TESTA- MENT. in our presence and in the presence of each other. we, be- lieving her to be of sound and disposing mind. memory and understand- ing. have. at her request, hereunto subscribed our names as witnesses thereto. in the presence of each other and of the Testatrix: ~1~ ~ 1J ~""., " .~JuJ ~Cu..~$u..u Residing at -^~~ C'<-' -3- COD I C I L I, VIOLET R. VAN SICKLE, the within-named Testatrix, do hereby make and publish this CODICIL, to be added to my LAST WILL AND TESTAMENT bearing date of January 9, 1985, By adding ITEM I-A, which is as follows, "ITEM I-A- If I should become ill and there is no reasonable expectation of my recovery, it is my desire that I be allowed to die, and not be kept alive by artificial means or heroic measures, and I direct my Executrix, hereinafter named, to so advise my family, my physician, my lawyer and my clergyman, any medical facility in whose care I hap- pen to be, and any individual who my become respon- sible for my health, welfare or affairs. This statement shall stand as an expression of my wishes while I am still of sound mind," IN WITNESS WHEREOF, I have hereunto set my hand and /.-., seal to this CODICIL this I f5 ~ day of October, A. D. 1985. !;At-,f ,...' /f:.,c4: k .;' VIOLET R. VAN SICKLE (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above- named Testatrix, VIOLET R. VAN SICKLE, as and for her CODICIL to her LAST WILL AND TESTAMENT, in our presence, and in the presence of each other, we, believing her to be of sound and disposing mind, memory and understanding, have, at her request, hereunto subscribed our names as witne ses thereto, in the presence of each other and residing ~-I-:,. residing at LAW OFFICES BRINSER, WAGNER & ZIMMERMAN 6 EAST MAIN STREET - SECOND FLOOR (EAST MAIN & SOUTH RAILROAD STREETS) P. O. BOX 323 PALMYRA, PAl 7078 PHONE: (717) 838-6348 FAX: (71 7) 838-6912 MECHANICSBURG OFFICE MESSIAH VILLAGE 100 MT. ALLEN DRIVE MECHANICSBURG, PA 17055 PHONE/FAX (717) 795-1737 GERALD J. BRINSER KEITH D. WAGNER JOHN M. ZIMMERMAN July 3, 2001 Mary C. Lewis, Register of Wills Cumberland County Court House S. Hanover Street Carlisle, P A 17013 In Re: Violet R. Van Sickle Estate No. 21-01-0453 Dear Ms. Lewis: Enclosed you will find two (2) copies of the Inheritance Tax Return for the above- captioned estate, along with two (2) checks: # 103 in the amount of$5,286.66 as payment of the tax due; and #104 in the amount of$15.00 in payment of the filing fee. If you have any questions, please feel free to give me a call. Thank you. Very truly yours, BRINSER, WAGNER & ZIMMERMAN A/-t~ Gerald J. Brinser GJB/wlc Enclosures 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 BRINSER GERALD J 22 N RAILROAD ST PALMYRA, PA 17078 -------- fold ESTATE INFORMATION: SSN: 209-12-5829 FILE NUMBER: 21-2001- 0453 DECEDENT NAME: V AN SICKLE VIOLET R DATE OF PAYMENT: 07/06/2001 POSTMARK DATE: 07/05/2001 COUNTY: , CUMBERLAND I DA TE OF DEATH: 04/08/2001 NO. CD 000022 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $5,286.66 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: LOUISE VAN SICKLE C/O GERALD J BRINSER ESQUIRE CHECK# 103 SEAL INITIALS: PB RECEIVED BY: REGISTER OF WILLS $5,286.66 MARY C. LEWIS REGISTER OF WILLS \, /6- ~oz,9-15- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GERALD J BRINSER BRINSER ETAL PO BOX 323 PALMYRA DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-20-2001 VANSICKLE 04-08-2001 21 01-0453 CUMBERLAND 101 ESQ '* REY-1547 EX AFP (12-00> VIOLET R Allount Rellitted PA 1'7078 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 ~ REV=is4j-EX-AFP-fi'2=oOY-NO'ficE--OF-YNHEififANCi-TAX-APPRAisEifiNT~--Ail-oWANCi-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF VANSICKLE VIOLET R FILE NO. 21 01-0453 ACN 101 DATE 08-20-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 126,223.13 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 2,441.50 116.23 NOTE: .00 123,665.40 .00 .00 X 00 = X 045 = X 12 = X 15 = NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 126,223.13 (11) (12) (13) (14) 2.557 73 123,665.40 .00 123,665.40 (19)= .00 5,564.94 .00 .00 5,564.94 PAYMENT RECE:rPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-05-2001 CDOOO022 278.25 5,286.66 TOTAL TAX CREDIT 5,564.91 BALANCE OF TAX DUE .03 INTEREST AND PEN. .00 TOTAL DUE .03 . IF PAID AFTER DATE INDICATED, SEE REVERSE 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 HAY BE DUE A D....IJNn_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) r- <>t ~_.4f' II , . U STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WillS, COUNTY OF CUMBI;RLAND ,PENNSYLVANIA Name of Decedent: _ 'ilQJ..EIB._Y8t-lS1C~LE__ Date of Death: 4161Q1_ File No. 21Q1~049~_____ _ ____ u____ ___ ________ __ ______ Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: YES __1<__ NO ___ 2. If the answer is "No", state when the personal representative reasonably believes that the administration will be complete: __u____~_ ___p__ --- 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 NOn X__ b. The separate Orphan's 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 _JL_ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 8/23/01 Signature ~ERA,-D J. BRINSER-,---E;~QLJIR~ Name (Please type or print) gj;. MAIN STREE;LE.Q~QX~2~_ Address PALMYRA_~___ _ PA J7QTI3 __ (1'17)838-634~__ _ Tel. No. Capacity: Personal Representative __X~ Counsel for personal representative /) ,-J STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WillS, COUNTY OF CUMBER!,.AND ... _, PENNSYLVANIA Name of Decedent: _'yIO!,._ETJLVANJ~I.cKLE_____.___ Date of Death: ~/61QL File No. 21 Q1..Q49_3. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: YES __ L_ NO __~ 2. If the answer is "No", state when the personal representative reasonably believes that the administration will be complete: ___.___ ________ 3 If the answer to No.1 is "Yes", state the following: a. Did the personal representative file a final account with the Court? YES NO . u1<_ b. The separate Orphan's 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 X * ~,-:blY'v I s sole... bJUY\.Lfr~-<..u:0'-j' d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date 8/23/01 ~_,./~L~. Signature GERALD J. BRINSER,..f.SQUJR~_ _ Name (Please type or print) Q. E. MAl N STRI;EI.J>~Q.J:~O_X 32:3 Address PAlNlyRA____ PA 1707JL (ZJ1)~38-634~L._ _____ Tel. No. Capacity: Personal Representative _X_ Counsel for personal representative