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Home My WebLink About01-1125 PETITION FOR PROBATE and GRANT OF LETTERS Estate of SHELDON D KISER also known as No. To: 21-01-1125 ) Social Security No. Register of Wills for the County of CUMBERLAND in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or in the last will of the above decedent, dated APRIL 8th and codicil(s) dated named ,19~ , Deceased.~,t~! ~~7- /.?-I- 'f7lfS- f (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in CUMBERLAND County, Pennsylvania, with h is last family or principal residence at 2256 ORCHARD ROAD, CAMP HILL, PA (Lower Allen Twp) (list street, number and muncipality) Decendent, then 79 years of age, died NOVEMBER 26 ,~ 7001 , at 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: 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: 100,000.00 $ $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary theron. (testamentary; administration c. t. a.; administration d. b. n.c. t. a.) ~ 'OJ" u C <lJ ~3 <lJ .... o:::g "00 c';:: ro';:: ~<lJ ~o... <lJ '- 50 Ol c OJ) (;i ROBERT ANDERMAN a.k.a. Robert P Anderman f:f1!ilf:::~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYL VANIA l.. ss COUNTY OF CUMBERLAND J The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and corn:ct to the best of the knowledge and bel. ief of petitiOner(.s) an. d... ~h. at S """onal teptesen- tative(s) of thl~ above decedent petitioner(s) will well an trlya minisrhe /." te according to law. Sworn to or affirmed and subscribed !--It;1 ft~ . '4 p ~ before me this 11 th day of ~. Decembe ~~ 2001 ~ l:: ~ ~ I?~i. -g No. 21-01-1125 Estate of SHELDON D KISER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW DECEMBER 11 _}\~7-Q.QJ-_. ;[1 ,~,)l,ji<.i';ral iun , 'ill the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated April 8. 1999 described therein be admitted to probate and filed of record as the last will of SHELDON D KISER and Letters TESTAMENTARY are hereby granted to ROBERT ANDERMAN aka. ROBERT P ANDERMAN Probate, Letters, Etc. ......... ShdW~e~tificates( ).......... .JCP ., RenUnClatlOn ................ s s s S TOTAL _ S 267.00 . . . P~.C;~I!l"~.r. . . . . . . . . . .. . . . . 20.Q l . . 200.00 36:~~ ~:88 ~'rO ?;t:m~ YN</..R!e44,Q7 Re steT of Wills ,17/ if I~~ 0'1850 ) If otJ.f!r .' e-rtbf{/tO ATTORNEY (Sup. C:. 1.D. No.) If? t~j Fd/1~ #, /41ktUf !J~RESS/'I ob-'; (p/(J j ~~r- qb) 0 PHONE FEES Filed C"'"'\ l7) 5: ..- ..- u CJ C' ..) , , Q) 0: p "15 ..() .,,: >= 0::: r3D "".f_ t) "1.,,'- "") ~: () ,:.) (J,) a:: IV) l7) ..- ;.;: c...J Cl '.:l ~:J.) , ..0 "':: s::: ~'"2 :5 QO p " . . LAST WILL AND TESTAMENT OF SHELDON D. KISER I, Sheldon D. Kiser, of 2251 Orchard Road, Camp Hill, Cumberland County, Commonwealth of Pennsylvania, being of sound mind and memory, do make, publish and declare this my Last will and Testament, hereby revoking and declaring null and void any and all Wills and Codicils by me at any time heretofore made. FIRST I direct my Executors to pay my just debts and the expense of my last illness from the property passing under this Will as an expense and cost of administering my estate, as soon after my death as may be found convenient. SECOND I wish there to be no funeral or other ceremonies of any kind upon my death. No public or private notices of my death are to be issued and no memorials shall be issued or erected. It is my desire that my body be immediately cremated upon my death and my ashes be scattered into the south branch of the Potomac River from u.S. Route 33 bridge where it crosses the river, one mile north and east of Franklin, West Virginia within 20 days after my cremation. THIRD I give and bequeath to my sister, JOANNE MINNICK, of 311 Staghorn Way, West Chester, Pennsylvania 19380 the sum of 1 II Fifteen Hundred Dollars ($1,500.00) for her services in assuring that my desires as to cremation be fulfilled. If for any reason JOANNE MINNICK cannot perform this service, I hereby appoint my sister, JANE ANDERMAN, of 16 Timber Lane, Thornton, Pennsylvania as an alternate to carry out my cremation wishes under the terms set forth above. FOURTH I have arranged for a prepaid cremation with Neill Funeral Home, Inc., Carl R. Horn, Jr., Director, 3401 Market Street, Camp Hill" Cumberland County, Pennsylvania, 17011. The arrangements include pickup of my body, cremation, return of my ashes in a temporary container, and ten death certificates. FIFTH I give and bequeath all the rest, residue, and remainder of my estate whether real, personal or mixed and wheresoever situate unto my Trustee hereinafter name to be held, administered, and disposed of the following manner: A. I bequeath to my daughter Sherry E. Kiser the sum of one U.S. Dollar ($1.00) and to my daughter Linda S. Peiffer the sum of one U.S. Dollar ($1.00). B. My Trustee shall pay the sum of $15,000 to public TV stati.on WITF to help sustain their contribution to society C. My Trustee shall pay the rest, residue and remainder to the V.A. Outpatent Clinic at 25 North 32nd Street, Camp Hill, Pennsylvania 17011 to enhance patient services as needed. 2 n- D. During the tenure of this testamentary trust, Trustee shall hold, manage, invest and reinvest the trust estate, including investing or reinvesting in multiple or single mutual funds; and expend directly any income or principal which it is authorized in this instrument to use for the benefit of any person. Trustee shall not be required to obtain authority or approval of any court in t.he exercise of any power permitted under this instrument. Trus.tee shall not be required to file accounting with any court. No person dealing with Trustee shall be obligated to inquire into the ~rrustee's power or authority or into the validity of any act of the Trustee or be liable for the application of any money paid to the ~rrustee in the management of the trust fund. E. I direct that my Trustee shall have the following powers and duties: 1. To sell or otherwise dispose of any property real or personal, at any time held in Trust, for cash or upon credit, as needed, in such manner and on such terms and conditions as it may deem best, and no person dealing with it shall be bound to see to the application of any monies paid. 2. To borrow money for any purposes in connection with the administration of this Trust upon such terms and with such security as it may determine. 3. To make any distribution hereunder in cash, in kind, or partly in cash and partly in kind. 4. To maintain all property held in Trust hereunder in 3 11 single or multiple funds, and to maintain such records as may be necessary to properly administer said fund or funds and the Trust created herein. 5. In general, I empower my Trustee hereunder to exercise all powers in the management of this Trust which any individual could exercise in the management of similar property owned in his own right upon such terms and conditions as he may deem best, and to execute and deliver all instruments and do all acts which it may deem necessary or proper to carry out the purposes of the Trust created hereunder. 6. To invest and reinvest the principal and interest accumulated thereon, to collect income therefrom, to pay all expenses, incident to the management of the Trust therefrom. SIXTH I nominate, constitute, and appoint Mr. Murrel R. Walters, III, Esquire, of Mechanicsburg, Pennsylvania, as Trustee of the trust created herein. SEVENTH I appoint my brother-in-law Robert Anderman of Thornton, Pennsylvania, and Murrel R. Walters, III, of Mechanicsburg, Pennsylvania as Co-Executors of this my last will. If my said brother-in-law should predecease me or otherwise fail to qualify or CeaSE! to act as Executor, I appoint Murrel R. Walters, III, as sole Executor. EIGHTH 4 n'I -I - All estate, inheritance, succession, and other taxes, imposed or payable by reason of my death, and interest and penal ties thereon, with respect to all property comprising my gross estate for tax purposes, whether or not such property passes under this will, shall be paid out of the principal of my residuary estate, without apportionment or right of reimbursement. NINTH No individual representative or fiduciary hereunder shall be required to furnish bond or other security for the property performance of his or her duties. No individual representative or fiduciary shall be liable for the acts, omissions, or defaults of any agent appointed with due care or of any co-fiduciary. TENTH In addition to the rights and powers given to the fiduciaries by law or elsewhere in this will, I give to my Co-Executors during the 1:ull time necessary and for the administration of my estate the following rights and powers to be exercised in his or her sole discretion. A. To retain any real or personal property which may at any time form a part of my estate so long as he or she deems it advisable. B. To invest in any real or personal property without restrictions to legal investments. C. To repair, alter, improve or lease for any period of 5 fI time any real or personal property to give options for leases. D. To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition, to mortgage or pledge real or personal property, and to give options for leases. E. To make distribution in kind. F. To compromise claims. G. The Power of Attorney shall insure that all personal property is appraised before the sale of any items at auction. Any auction shall be with reserve. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 8th day of April 1999. \ -,-~~oO~-rn.) i)-, K~ Sheldon D. Kiser SIGNED, SEALED, PUBLISHED and DECLARED by the above named testator, Sheldon D. Kiser, as and for his Last Will and Testament, in the presence of us, who at his request, in his presence and in the presence of each other, have hereunto signed our names as ~'tL(tt/hJ Sf (jift) !!f/~,f (~l/ ADDRESS' ( . .J/of lif1lh ~I,I a vV11 ~, II ,~f I1d{ ADDRESS 6 " - AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND I, Sheldon D. Kiser, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last Will; that I signed it willingly and that I signed it as my free and voluntary act for purposes therein expressed. IN WITNESS WHEREOF, I, Sheldon g-lk D. Kiser, have of ~(' I hereunto set my hand and seal this day 1999. ~ j{o~ J;ll ~) Sheldon D. Kiser Sworn or affirmed to and acknowledged before me, and Sheldo~,~. Kiser, th~or, this ~ day of _ \ 1999. ~. - ~. /11121 /u~L N'OTARY BLIC [Notarial Seal Shelby A. Minich. Notary Public Camp HIli Bora. Cumberland Count . ~~~mission E'::>irCS~U~1: 20. 206~ M;;mber Mf,ytvallla !,ssoc"iWI1 J otMIM 7 I' COMMONWEALTH OF PENNSYLVANIA : SS: COUNTY OF CUMBERLAND We, JhLvJJI 8~\~cv\. -s ut/ t~ .A I kJeb<; and , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. U~k<<1Z~ (fVa~ Sworn or affirmed to and subscribed to before me by _klkw ), Ci~/~v\ and Ju)I/L A f k(~{Js' 8ik day of the witnesses, this j}/,/( \ 'I . I 1999. ~~~o'i' ~~ OTARY BLIC I 8 Notarial Seal Shelby A. Minich, Notary Public Camp Hill Bora, Cumberland County My Commission Expires !',ug. 20, 2001 em 'trnnsylVar\l~-,o:5;(j0t1tro,\ Q. N(\f.l1r1~s r r Q IV -::J a ;I> 0 _"ONOO -::!:;~:::::: ~E=t:O~ w _ c:: :>;" , ;:; _. <1l ;;_e;~ 8c5Jg~ - ~ ~ ~ i-3 >~ ~(l ~~ = ~~ '<~ ~> ~d =tf'1 ~~ ~ ?-=' , Lt(j < ~ ') , [[. . b,o II lID lO. TO THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA RENUNCIATION Estate of SHELDON D. KISER No. 21 2001 also known as , Deceased The undersigned,CO-EXECUTOR of (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters TESTAMENTARY be issued to ROBERT ANDERMAN ~( Murrel R. Walters II 54 East Main St., MechanicsburQ (Address) Witness my hand this 6 PA 17055 (Signature) (Address) (Signature) (Address) Sworn to or affirmed and subscribed ~'-/... before me this-L_ day of ~Au1 ~O(')I ~.hl.._~ Notary Public My Commission Expires: 'j Notarial Seal I Diane M. Smith, :'~olary Public i MechanicsburQ Boro, (:"mlJerland County ; M, CommiSSion Expires June 22, 2004 L~_...._ (Signature and seal of Notary or other official qualified to administer Qaths. Show date of e~.piration of Notary's Gommission.) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. RW-3 r- ;"..' ,('( ':'t " ...- ~--.,; C- o //) ..- a: - - ,.. . c...:> ~'" , , ... .. c:::l ., .... ' .;::.~;"l i: .;Q 0 ili E ,~ .- "- QJ a: p ,U 8 a::: fj I 12/11/2001 12:27 7177371859 71 77371859 NEI LL FH PAGE 01 NeiU Funeral Home, Inc. 3401 Market Street Camp Hill, PA 17011 (717) 737-8726 Donna Register ofWiUs Office Cumberland County Courthouse Carlisle, P A 17013 Dear Donna: This is to verify that 19 certified copies will be corrected and sent to Mr. Robert Anderman regarding the death ofMr, Sheldon Kiser. I will send your office a certified copy of the corrected death certificate as soon as we receive them, which will take approximately 4 to 6 weeks. I have faxed the corrected copy, which I completed by hand, and hope this will satisfy your needs at present. Please give my apologies to the family and reassure them that I will take care of this matter today, Thank you for your patience. Si. ncerely, /' ;'. ')' /". . ) C' ',/"'1' ,/, ".../1 ,/ ."f- ".:....<'A>-<'~, ,//'" ._~/~___' {.,-Susan K nan Davi Funeral irectOT r~,.:..""" .', ., .,'.~;; ':~~;' ,;f:r~ 'J''';: ':'ft, ',;.,.,r .,~"~ '. ,~..~ ',,' I'~'" '.~:~/" .J I,~ >J~J.' :' "'~1~~' , ',','~~;'~.~ . I~' :-' .. .', ,:;.:r': , " ',ir: ,"1j\' . 'f '_:,1 ,~,~ " ~ .~.' t' ,'. ,. ,.!". . ,.1. . '>1-~ :E...it... _1iii"lt!.,., ,....',1. ;-.;i1..I. ~'i t ... .:.: , 10. ::"'~'~"~.':".' . ,.~,~. .\~. /. ' ","" IS." . ;~{ ,- ,.~.,,' .. ~" ,:i: ,,";1 .. ,.t, }.~~ ..' ,;,..,;#." :,.jJ ",'.,,1< .;, i I ~ ---till r...., . It . f~~ . .~~~. }>~,~~I:;' ,.""r-.;:.t" 00-04 o o N J .. , !~ It ;1 J- d, ..-I . ... ... ~~CI J ,f u I 1M ~ ~ ~f I "i i ~ e ~ 0 1" I , 111..._... _. _. ~ j ~ j ~ IS I J~ J a~ f t~a !i' ~ I 1!I 1Il . 11 ~t ~ 'lI i II! I a. rl ' I j I J : I: f . 1 If if I i f j ~f' ~ 1 ~ \ k oo~i Ii I t~ ( · 1: " t I ~ 1 n .i . 11 II i i J I' $I' I . J f I ! j I, 11 i II 11 I: l' II ~ ~ JI( ODd It if j i5 ~ .. II 1 . Ii. \ J j. r ~ ~ J i Ii i. Uj J; 1 b. U : o II. ~ 'f I j Ii in o ,I, I IJI - , f 51~ . ~ . ,I ~ ~ ~ ~ I I H ~1 .f .. ~ ~ 5, ~ ~ ~ ~ ~ ~', ~ v.: ~nlMW ~.:t.... 10 39'Vd H.:l II I3N 6S81LELLIL 81:Z1 100Z/11/Z1 6S81LL!..L lL CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Sheldon D. Kiser Date of Death: November 26, 2UOl Will No. Admin. No. 2001-01125 To the Register: I certify that notice of (beneficial 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 the following dates:. Name Address W1TF - TV, P.U.Box 2954, Harrisburg, PA 17105 2-19-U2 VA Outpatient Clinic, 25 N. 32nd St, Camp Hill, PA 17011 12-22-01 Sherry E. Kiser, 2251 Orchard Koad, Camp Hill, PA 1,011 Linda s. Peiffer, 21UO Cedar Run Drlve, Apt 104 Camp Hill, PA 17U11 Joanne Minnick, 311 Staghorne Way, West Chester, PA Notice has now been given to all persons entitled thereto under Rule 5.6(ale~te~P 3-15-U2 3-15-02 j-1~-02 NOlle Date: March 20. 2002 /!4NIJfJ~, Signature Name Robert P. Anderman, ~squire Address 18 West Front street ~",,; Media, PA 1 Y06J N Telephone ( ) 6 1 () - 5 h C) - 4 n 7 () Capacity: ~ Personal Representative '''J P ~ '"'".; c: ~Counsel for personal representative ANDERMAN &BRlELMANN. L.L.l', ATTORNEYS AND COUNSELORS AT LAW 18 WEST FRONT STREtl MEDL\. P A 19063 H h1 ~.467t L . o-nOf:l e ry e'V1g Register of Wills cu~berland County Hanover and High Street Carlisle, P A 17013 l' I I.~..~... f" ~~: I - ~ ANDERMAN & BRIELMANN, L.L.P. A ITORNEYS AND COUNSELORS AT LAw 18 WEST FRONT STREET MEDIA, PENNSYLVANIA 19063 www.lawyers.com/a&blaw Robert P. Anderman Joseph J. Brielmannt Tel. 610-565-4670 Fax. 610-892-9735 tAlso Admitted in New Jersev August 21,2002 Honorable Mary C. Lewis Register of Wills Cumberland County Hanover and High Street Carlisle, P A 17013 Re: Estate of Kiser, Sheldon D. File Number: 2001 - 01125 Dear Register: I am enclosing herewith duplicate copies of the Inheritance Tax Return for filing in your office together with a Check made payable to the Register of Wills, Agent for the sum of one hundred eighty dollars and nine cents ($180.09) as the inheritance tax due on the estate. Should you have any questions, please do not hesitate to contact me at your earliest convemence. Yours very truly, RP A/mg Enclosures Professional Legal Services Since 1965 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ANDERMAN ROBERT P ESQUIRE 18 WEST FRONT STREET MEDIA, PA 19063 ___n_u fold ESTATE INFORMATION: SSN: 207-14-9795 FILE NUMBER: 2101-1125 DECEDENT NAME: KISER SHELDON D DATE OF PAYMENT: 08/26/2002 POSTMARK DATE: 08/22/2002 COUNTY: CUMBERLAND DATE OF DEATH: 11/26/2001 NO. CD 001555 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $180.09 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ROBERT P ANDERMAN ESQUIRE CHECK#1024 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $180.09 MARY C. LEWIS REGISTER OF WILLS . 'ttEV-I":-:OEX:,G.,'O.. I- Z W C W U W C w >- :s:S(f.I ,,"':< w"" ",00 ,,"'-' ..'" .. .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENTS NAME (LAST FIRST, AND MIDDLE INITIAl{ KISER, SHELDON D. DATE OF DEATH {MM-DD-YEAR{ 11-26-01 ,. REV-1500 L 17- 2~ -CJY' FILE NUMBER INHERITANCE TAX RETURN RESIDENT DECEDENT .L-1-lL~ COUNTY CODE YEAR -4 NUMi~ + 5- SOCIAL SECURITY NUMBER 207 -14 -9795 DATE OF BIRTH (MM-DD-YEAR{ 09-22-24 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLlCABLE{ SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL{ [Xl 1, Original Return D 4. limited Estate [Z] 6. Decedent Died Testate {Attach copy of Willi o g. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date 01 death after 1212.82i D 7. Decedent Maintained a Living Trust {Attach copy of Trusl) D 10.SpOllsaIPovertyCreditidaleofdeathbetween12-31.91and1_1-95) D 3. Remainder Relurn(date of de;JlhpriOI10 12.13-S2j D 5. Federal Estate Tax Return Required 1 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A} (Attach 5ch 0) >- Z W " Z o .. '" W '" '" o " THIS SECTION MUST liE COMPl.E1"EO. ALLCORRI:SPONDI:NCE AND.CONl'QilElf'f'W.,r~INl'o~TION $~'1: . NAME COMPLETE MAILING ADDRESS Robert P. Anderman ~tl~'!<tbl')& BRIELMANN, L. L. P . T6Lf(r9rs"t~M!~R6 7 0 z o !;( ...J ::l !:: II. c:( U w D:: z o !;( I-' ::l II. :ii: o U g 1. Real Estate (Schedule A) 2 Stocks and Bonds (Schedule B) 18 West Front Street Media, PA 19063 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) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G orL) 14. Net Value Subject to Tax (Line 12 minus Line 13) (9) $ $ (8) $ 147,347.79 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 (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) 17,371.44 1,973.88 (10) (11) $ 19,3~5.J2 (12) $ 128,002.47 (13) $ 126,500.47 (14) $ 1,502.00 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 2.00 1,500.00 x.O_ (15) x.0~5(16) .09 180.00 x .12 (17) x 15 (18) 180.09 (19{ >>B"~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20.0 i.~ Decedent's Complete Address: STREET ADDRESS . 2256 Orchard Road Camn Hill CITY I STATE PA I ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Totai Credits ( A + B + C ) (2) - 0 - 3. InteresUPenalty If applicable D. Interest E. Penalty TotallnteresUPenalty ( 0 + 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 to request a refund (4) - 0 - 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 180.09 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE, (5A) (5B) - 0 - 180.09 A. Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: 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; p' 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? o. 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? . Yes No ....0 ~ 0 ~ 0 ~ .........0 ~ .........0 0 0 0 ........0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, cll1g accompal1yil1g schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete allinformalionofwhichpreparerhasanyknowledge DATE SiGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 PS 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S9116 (a) (1.1) (ii)l. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or afier July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)]. The tax rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted In 72 P.S. 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% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. , RE'.r.'~8E).".l.1-9n . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SHELDON D. KISER FILE NUMBER 21-01125 Indude the proceeds of litigation and the date the proceeds were receNed by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM V AWE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC Bank, Checking Account No. 50-0316-8127 $ 9,294.54 2. PNC Bank, Money Market CD No. 50-0317-3321 $ 12,706.08 3. PNC Bank, Account No. 48019514 $ 40,102.04 4. American Express Funds: AXP Equity Value Fund, Account No. 0337-4698,633-1 $ 919.00 5. AXP Blue Chip Advantage Fund, Account No. 0231-4698,633-8 $ 2,882.01 6. M & T Bank, Checking Account No. 3440016792 $ 4,965.73 7. Coin Collection - See attached $ 4,140.00 8. Met Life Investors USA, Account No. A2069983 $ 62,317.54 9. Ford Ranger, pick-up Truck (2000), Vin No. IFTYRll V3YTA67761 $ 10,000.00 10. Cash In Safe Deposit Box $ 2.00 11. Cash in Deceased Wallet $ 18.85 TOTAL (Also enter on line 5, Recapitulation) $ 147,347.79 (If more space is needed, insert additional sheets of the same size) .'-"".~."~"* COMMONWEALTH OF PENNSYLVANIA INHERIT ANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF SHELDON D. KISER FILE NUMBER 21-01125 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. $ Neill Funer,al Home, Inc. 45.00 3401 Market Street, Camp Hill, PA 17011 B. AOMINISTRA TIVE COSTS: $7,367.31.1 1. Personal Representative's Commissions Name of Personal Represenlativ. (s) Robert P. Anderman Social Secunty Numbe~s) J EIN Number of Personal Represenlative(s) Street Address 29 Timber Lane City 'T'nnrnrnT'\ Slate PA Zip lQ,71 Year(s) Commission Paid: 2. Attorney Fees ANDERMAN & BRIELMANN, L.L.P. $8,840.86 3. Family Exemption: (If decedent's address is not the same as claimanfs, attach explanation) Claimant N/A Street Address City Slate Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County - Refister of Wins $ 297.00 5. Accountanfs Fees David W. Hughes, PA 19063 $ 175.00 6. Tax Return Preparer's Fees 7. Thl'! PA.triot News $ 148.45 8. The Cu~berland County Law Journal $ 75.00 9. Alex J. Barner, Coin Collector Appraisment $ 70.00 10. United States Post Office (postage) $ 34.00 11. Automobile mileage and tolls $ 283.75 12. Verizon & ATT (telephone costs) $ 35.00 TOTAL (Also enter on line 9, Recapitulation) $ 17,371.44 (If more space is needed, insert additional sheets of the same size) 'REV.T5t-EX.11.9l) .'.~'. . v , SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETUR~ RESIDENT DECEDENT ESTATE OF SHELDON D. KISER FILE NUMBER 21-01125 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT I. 1. Pinnacle Health Home Care $ 5.25 2. Physicians of Rehabilitation $ 27.77 3. Department ofYeterans Affairs $ 2.00 4. Shelly Moving and Storage, Inc. $ 442.64 5. Progressive Insurance Company $ 715.00 6. Daily Eye Associates $ 50.00 7. Moffett Heart and Yascular Groups $ 13.32 8. L.B. Smith, Ford Dealer (Storage and Keys) $ 119.78 9. West Shore EMS $ 178.06 10. Pa. Department of Revenue $ 99.00 11. Garnet Ford (truck maintenance and repair) $ 149.83 12. Holly Spirit Hospital $ 76.23 13. West Shore Family Practice $ 90.00 14. Best Auto Tags (Registration Card) $ 5.00 TOTAL (Also enter on line 10, Recapitulation) (If more.~pace IS needed, Insert additional sheets of the same size) $ 1,973.88 REV-1513 EX+ (9-00) '. . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF SHELDON D. KlSER FILE NUMBER 21-01125 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(SI RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE J TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (al (1.2)) 1. Joanne Minnick Sister $1,500_00 311 Staghome Way, West Chester, PA 19380 2. Sherry Kiser Daughter $ 1.00 2251 Orchard Road, Camp Hill, P A 170 I ] 3. Linda Pieffer Daughter $ 1.00 2100 Cedar Run Drive, Apt 104, Camp Hill, PA ]70]] ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 1. WlTF, Inc. ] 982 Locust Lane, Harrisburg, P A, ] 7] 09 (Public TV Station) $15,000.00 2. V A Outpatient Clinic Residuary 25 North 32nd Street, Camp Hill, PAl 701 I Estate 100% $] I ],500.47 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $126,500.4 7 . (If mor~ space is needed, insert additional sheets of the same size) GARNET ~~ Routes 1 & 202. P.O. Box 648. Ch dd . 8 S Ford, PA 19317. (610) 358-5600 5/t/oc:G /)J~ ri ~ 61l/tW0V/ It !)tJf!XJ ~ A!/f/YM~ X)J/ /jyy !f2G(}uf/J;(! ~ NrTf( 6t!fc/ /lu7V~J! 'A tNl/lltJm~ .;f(! jJ, lft/!~fjcz,e:~ /!7U~ /l-#h/'. / I . 8tJOO 7f'iLE-S t<.J8VcJ tJ/1f~td/tt* ~ 4 I'/J/!(},( 110/ J-DO --f'j(J-,m ~ Have you driven a Ford lately? PHIUP R. HENDRIXSON Used Car Manager GARNET FORD, INC. Routes 1 & 202, P.O. Box 648 Chadds Ford. PA 19317 Bus: (610) 358-5600 Del, (302) 456-0801 Fa'd610) 358-5610 ~ .lex .. ~erakis Coins & Cunentp c:J P.O. Box 248 . LIma, PA 19037 . Phone: (610) 565-1110 - (610) 627-1212 . Fax: (810) 891-1486 o Sales Invoice ~) Purchase Order Purchased <:-- -, \" -.... \ from: 6~_.4(~ oS (//Hb(,'0~,p~ I). J(/..,,:e Address: o Consignment Date: ,3' III I CJ;! e/,.} l,/,,-4.~ )/>->"{LI~t~ I - y" J ">f I A!. 'T /2.(", ""'" -;, JU.f.6 /4 1'..._. 1'10 C; J' Sold to: ConsIgned to/from: o MAl L o SHOW )E!~FFICE Phone #: ( p/Ci) QUANTITY FRN DENOMI- DESCRIPTION CODE AMOUNT NAnON 1 l{J I 'Se- I A 11f.~' ,I _- :::- <. 1'111 -~ / 'b <''1 2 /[(, ~ ~ . A.A--4 4 " f' K. .."",,, 3 t.{(,v':-1 L,....-..- /,1~'<A 7; .<?~- 11_.".<- , 4 J-111(0. 5 6 7 '>~. Ne"- 0"( I 8 ) rl -,,/ 9 10 11 12 13 14 - 15 16 - 17 .-- TERMS: SUBTOTAL MERCHANDISE LISTED ABOVE RECEIVED BY: TAX POSTAGE & REGISTRATION TOTAL /, . . JUN-OI-OI FRI 18: 02 JUN-0c-200~ ~6:S5 i: " " II Ii I' i ~ I' , , MURREL WAll ~t6. ~:,u P.09 r.OCVJ.f LAST WJ:LL 1\RD 'fBS!I!AImR'l' ,. OF SHBLDOIl D. ltISER il I, Sheldon D. Kiser, of 2251 orchard Road, Camp Hill, Cumb~rland County, Commonwealth of Pennsylvania, being of sound mind and Ille1lIOry, do tna.ke; publish and declare this my Last will and Testament, hereby revoking and declaring null and void any and all Wills and Ood.ioils by me at any time he.etofore made. i, FIRST I direct IffY Bxecutors to Fay Illy just d~bts and the expense of my last illness f&om the propeCePY'nder this will as an :' expense and cost of admini&tering lIlY "':;:1;:1;I.te, as soon after my death i' as may b.. found convenient. .. " '. i: i; SECOND I wish there to be no funeral. or ot.he. ce.ellloni..:; of any kind ., upon my death. 1:10 public or private no~ices of m.y death are to be issued and no memorial.s shal.l be issued, or erected. It is Il\Y desire that. my body be ilImIeliialely cremiilted upon m.y dea.th and my ashes be scattered int.o( the south branch of the Potomac Riv"'ir from U.S. Route 33 bridgeJ'here it: crosses the river, one mile north and east of Franklin, West. virqinia within 20 days after my cremation. ,. TllIRD ~ ) I S~V~ ,and boque~th to my $lsteJ, JOANNE MINNICK, of 311 Staghorl;l Way, West Chester, Pennsylvania 19380 the sum of 1 .. 1 " " JUN-Ol-OJ FRI 18:02 JUN'.'0l- ~V1m 16: 55 I'UPREL WRL TERS, !OS!,) p, 10 , ,l:.Jj'.J.' 'I: ! Fifteen Hundred Dollars ($1,500.00) tor her :;ervicell in assuring :1 that my desires as to c.emation,be fulfilled. If for any reason JOANNE MINNICK oannot perform this service, I he.eby appoint my sister, JAl'lE ANDERMAN, of 16 Timber Lane, ThOl':nton, Pennsylvania as " an alternate to carry out my cremation wishes under the terms set torth above. rOUR'l'Jl. I have arranged. for a prepaid cremation ...ith Neill Puner,,), Home, Inc., Carl R. Bo.~, Jr., Director, 3401 ~rket Street, Camp Bill, Cumberland County, P~nhsylvania, 17011. ~' include pickup of my bOdY,\~~" return of Ill}' ashes in a temporary oontainer, iIIld ten deat~~c<l.tes. FIFTH (' 'r The arrangements " " I \l.iv~ aml. be'i[lle<ltb all the ~est" r!sidue, and remaind..r or my esta'tf' whether real, personal or mil<.ed ~d wheresoever situate unto . my 'I'rJ,lstee hereinafter name to be held" administered, and di.aposed ~ I .' of th~ following manner: ~ , 'I ii A. I bequeath to my daughter Sherry E. Kiser the SUlll of one , ;, u.s. Do11ar ($1.00) and to my daughter Linda. S. Pe.iffer the stun of one U.S. Dollar ($1.00). ':$:' B. My, Trulitee shall pay the lium of $l~,OOO t.o public 'IN " station WITF, to help sustain their contribution to society f' My; Trustee shall pay the re~t, residue and remainder to the V;.1'.. outpatent Clinic at 2S Nort~ 32nd ~treet, Camp Bill, Pennsylvania 17011 to enhance patient s~rviees as needed. 1: 'JUN-Ol-Ol FRI 18:03 , 'J1JN-0~'-2001 16:55 MUh'k'l:.L WRL TERS, ESQ P,ll r...Lev J.. r " 'I " I' " Ii , , I' 'I I D. Pud,ng the tenure of this tQstWllentary 1:I:u"'1", Trustee i j Shall bold, mana9'e, invest and l:einvest the trust estate, including investing or reinvesting in multiple or single mutual funds; and expend directly any income or principal whioh it is authori~ed in this"instrument to Use for the benefit of any person. Trustee shall not be required to obtain authority or approval of any court in the exercise ot any power permitted under this in..lLU.lllent. Trustee shall not be required to file accounting with any court. No person dealing with Trustee shall be obligated to inquire into the Trustee's power or authority or into the validity of any act of the Trustee or be liable f~~~tion of any money paid to the Trustee in the mana9.",.w~he trust fund. E. I direct that my TrlllStee shaJ.1,. have ~e followin9 powers and ~utieg: " 1. To sell or otherwise dispose of <J[1Y property real or pers~al, at any lime held in T~st, for cash or upon credit, as neede~, in such manner and on such te~ and cpnditions as it may deem ,pest, and no pel:son dealing with i.;t shall, be bound to see to ! the "tPplication of any mon;i.es paid. 2. To borrow money for any p\lrposesiin connection with the ~dministration of this Trust upon, such t",=", and with sueh seou~ty as it may determine. .f 3. 1'0 make any distribution bJ"reunde:r in cash, in kind, or ,partly in cash and partly in kind. r 4. To maintain all property held in,Trust hereunder in . 3 .. Ji " 'JUN-OI-O: FRI 18:03 JIJcH31.-2001 1(;:5;; MlJRREL ,JRL ~RS. FSf1 P.12 P,H/l.1 ; ~ I, i' 'I " i ~ . . II , i: single or multiple fauds, and to maintain such recorda as may be i: necessary to properly administer ..aid fund or funds ana the Trust created herein. 5. In general, I empower my Trustee hereunder to ~ ! ;' exercise all powers in the management of this Trust whieh any l: individual could exercise in the management of similar property n " owned in his own right upon such tenns and conditions as he IMY " de.m best, and to execute and deliveJ:" all instrWlient:> and do all elcte which it may deem neceAV o. prope. to carry out the purposes of the Trust e.Q"r~ndE'r. 6. To invest and reinvest the principal and interest " accumulated thereon, to collect income therefrom, to pay all expense!;, incident to the management o~ the T~st there:trOlll. S+;tTH 6 1 nominate, constitute, and appoint Mr. Murrel R. ~alters, III, Esquire, of Mechanicsburg,. Pennsylvania,\:. as Trustee of the trust created herein. Ii I' ,! I: ii , t 1j SEVENTH 9' c I appoint my brother-in-law RobFt ~rman of Thornton, li'ennsylvania, and Murrel R. walter!;t. r!I,;t of. Mechanicsburg, " Pennsylvania as Co-Executors of, this my last.. will. If my said brother-in-law should predeceasefme or ~therwi~e fail to qual.ify or " cease to aot as Executor, I appoint MUl::\el R. W~lters, III, as Gole Ex..eutor. 'm C. ~l-c>m . .., . 4 if fJ , ~. ic 'JUN-OI-01 FRI 18:03 . . . JlJN-0l-200 16: 56 i i , ! !I MURREL WRL1 IoIQ, 10::;'" p, 13 )1 j' or ~l $$~a~e, inhe%itane@, sueeession, and other taxes, imposed payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for tax purposes, whether or not such property passes under this will, shall be paid out of the prinoipal of my residuary estate, without apportionment or right of reimbursement. !Um! No iDdivi~ual r~presentative or fiduoiary hereunder shall ~e required to turnish bond or other seourity for the property performanoe of his or her dutie~ individual representative fiduciary shall be liab~~~!tts, omissions, or defaults of any agent appointed wit~Vare or of any or oo-filiuoiary. TJt:Il'1'Il ~ ,In addition to th., riqhts and powers given to the fiduciaries by la~ or elsewhere in this will, I give to nry Cc-Exeoutc'r" during I :; the full time neoessary and for the a~istration of my estate the foll~in9 rights and powers tO,be ex~cised in his or her sole discretion. A. To retain any real.. or per!ionai property which _y at any tpne form a part of my estate so ,tong as he or she deems it advisflble. ~ B. To invest in any~eal or personal property without restrfctions to legal investments. ~ c. TO repair, ;lite"" improve or lease for any period of 5 ., ~ .~;c 'JUN-Ol-01 FRI 18:03 ~ . . JLJN-0:,-2001 15'56 ji " , MU~L 1i.H....1t.t-C:J1 t.~ p, 14 i, time any real or personal pr.operf:y to -: , i give options tor leases. D. To sell at public: or p~iva.te' sale, for cash or credit, wi.th or without security, to exchange or to partition, to mort9age or pledge real or personal property, aOQ to give options for lea1i!es. B. To !lIake distribution in kincl. " , " .' Ii F. I The Power of Attorney shall To compromise elaims. G. insure that all personal property is appraised before the sale of any itell1s at auction. Any auction shall be with re~~~ . IN WlTNESS WHE~~ve hereunto set my h~d and seal this , 8th day of April 1999. i :; \, _,,-f~~9~) fr. f{--4,Lv ShelCion D. Kiser r ( ,SIGNED, SEALED, PUBLISHED ,and DEtLARED fY the above nAflled testator, Sheldon D. Kiser, as and for his Last will and Testalll<i!nt, in the presence 0:1: us, who at his requO!\;St, in hi.. presence and in . the pJO'esenoe of eaoh other, have hereunto si<]ned our names as , .,;~; U r : WlTNESS ~; Yrtt(vkhj Ga'J(!(,;;rf (.'1:,~( ADDRIlSS' ( , ~." vfM{j.1(h(W : TNESS i ,y JllJr Uwh ~~I (b W11 ~ll( ,);!-- (1rJ(, ADDRESS i i I I I + .' ::l : 6 . + I ..' : Ii $ S' 'JUN-OI-O! FRI !8:04 . . . JUN-0~-2001 16:S6 MURREL WRL I ,,~, ""'" p, 15 I . .l.""~ ... I , ., , if !; AFFIDAVIT COl4MONWEALTH OF PENNSYLVANIA ) ,) COUNTY OF CUMBElUoIIND ) 5S~ " I, Sheldon D. Ki:;;er, Testator, whose na.IIIe is signed' t9 the attached or foregoing instrument, having been duly qualified accorcling to law, dQ hereby acknowledge that I siqned and executed the in..tj;l,Ullent as ttry last Will, that I signed it willingly and that I signe<i it as my fj;Q'" and vcilunta~ ...et for purposes therein expre~PY IN WITNESS WHEREOF~~ldon D. Kiser, bave hereunto set l'<<Y hand and seal thi.. ~k day of. Af(\ I 1999. v ~ l.' ) A"\ l?~~J-""",' ....', ~ Sheldon n. gisar sworn or atfinned to o.nd acknOll'ledge,\ before me, and Sheldo~D. Kiser, the ~tator, this 1>'1"1 day of , ~\l 1999. ~"f. 7/j,/lf.(,I. N'OTARY BLIC R< ~e ." :~ Nolanal S~al Shelby A Minich, NotlllY PUbBc Camp Hilll3oro, Cl,lm!;lOl'ler.t1 CQYl1ty My oornmiSf.iiQf\ eT.p;rc~ Au;:._ ZOo 2001 MtmD\:!r. Pe:;J'I!.yMll'\li A$'S;;,c.'IIt!0!' Nmt.r:6 7 ~. ~.. ,. , JUN-Ol-Ol FRI 18:04 . . .J1JN-OC-200 1 h: '>7 MuRREL WRLTEI'~, 1::;,1.,1 p, 16 . .^~...., " , " " " COMKONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :: SS= We, l~~v0,J\ ~\~ and ')",,1, H" jJ, kr~b<; , :! the witne9se:o whose name:o are signed to the attached or fo:t'Qgoing instrument, being d1;lly qualified according to law, dQ depose and say that we were present and saW the'Testator siyo and execute the instrument as his Last Will; that he,signed willingly and that he executed it a6 his f~cc and voluntary act for the purpose therein ~ressed; that each of us in the hea;a;;ing and sight Qf the "'~ thl!> will as witnesses; and that to the best Qf our knowlQdge, th... Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint Or undue influen~e. !' UltH1~7tt{~~ SWQrn or affirmAd to and subscribed to before me by ~. J, G~/l'<a" and JvJ.fLAtkr,,{,~ 871" day of ~ 1999. ,. 1 ! l the witnesseg, this ~",EX;/j'~a nZr..r<.l.r:.R.. OTARY sue , 8 ~ariQl Seal St".elbv A. Mi..,ich. Not;;lrv f'ublle Camp HI11 Bora. Cumbeorl(llj~d Ccul"lW My C01'1'1mlSS:on !!:):cI're~ Atl~. I!O. 2001 . tl'lnl l:!f\1/j.~Asaor':t 1(11\ .. ~ r Iii ( ~- \ ' \ j t , \ \ " , \ t I It I \ '-,' 'I: ,i ' . (l{r(///! , '" i i : , 1 \...\\\ ~ /' ~ , (.t-' ~"" :-:)_ l,. ~: ?\< '~, 1'c1.,?J .......~..J ..... Q) Q) 1-4 ..... >,00 d..l:1M [/) ::j bll- ...... 0'- 0 ;'::::U::cr-- ~"O"O~ 'O~1a~ [) -;:: [) Ili ""'~>c;j .~ ~ ~ ~ ~U::CU P... .-J ~ .-Jj ~ 2 [/)t;J~ O:::t...I,.j..-l o p;; G:J f- ~ ;2~>~ ~ 5 >= U&:;2 Of-Z Z C/l w ..,..WA.. o ~ ;::;- wooo z......w P;; :::E ~ z ~ :::E ....-l W ;:2 ~ o ~ ~ ~ w o ~ "E- Q) ..l:1 U .'" ~~ I:':' I') ..... I'~ ..01 ", ~., r" .... i:i ~ ANDERMAN & BRIELMANN, L.L.P. A ITORNEYS AND COUNSELORS AT LAw 18 WEST FRONT STREET MEDIA, PENNSYLVANIA 19063 www.lawyers.com/a&blaw Robert P. Anderman ]oseph]. Brielmannt Tel. 610-565-4670 Fax. 610-892-9735 tAlso Admitted in New Jersey August 26, 2002 Register of Wills Cumberland County Hanover and High Street Carlisle, PAl 70 13 Attn: Cheryl Re: Estate of Kiser, Sheldon D. File Number: 2001- 01125 Dear Cheryl: In keeping with your telephone conversation with my secretary, enclose please find a check make payable to the Register of Wills. As you have requested, fifteen dollars ($15.00) is for the current filing and five dollars ($5.00) is to be added to the fee for the previously filed documents for a total of twenty dollars ($20.00) in filing fees. Thank you for your cooperation and should you have any questions, please do not hesitate to contact me at your earliest convenience. Yours very truly, RP A/mg Enclosures Professional Legal Services Since 1965 '\(/) - d2.b - )? BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX -:1 , i I DATE ESTATE OF DATE OF DEATH .F:J;LE NUMBER 'COUNTY ACN 10-07-2002 KISER 11-26-2001 21 01-1125 CUMBERLAND 101 ROBERT P ANDERMAN ANDERMAN & BRIELMANN 18 W FRONT ST MEDIA * REV-1547 EX AFP 101-02) SHELDON D ," Allount Rellitted PA 19063' 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=is4-j-e3f-AFP--foY:02Y-Norice--oF-INHeififAifcE-TAi-A-ppRA-iseMENT:--ALrOWAifcE-cfri-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KISER SHELDON D FILE NO. 21 01-1125 ACN 101 DATE 10-07-2002 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) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ll) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 147,347.79 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage 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) llO) 17,371.44 1,973.88 (11) ll2) ll3) ll4) NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL 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: NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 147,347.79 19.345 32 128,002.47 126,500.47 1,502.00 14, IS and/or 16, 17, 18 and 19 will returns assessed to date. '_n. (+J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-J 08-22-2002 CDOO1555 .00 180.09 TOTAL TAX CREDIT 180.09 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 .00 X 00 = 2.00x045= 1,500.00 X 12 = .00 X 15 = ll9)= · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 .09 180.00 .00 180.09 ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH 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 expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). 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 J AGENT 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 forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) 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. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-150lJ for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. 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 is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 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 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 n .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 n .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 NUKBER 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. o oK v~/ STATUS RRPORT ITNORR RUI.R 6.12 Name of Decedent: Sheldon n Kiser Date of Death: Novemher 7.6,7.001 File No. 7.001-01 DS 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: l. State whether administration of the estate is complete: Yes X No b. It the answer is No state when the personal representative reasonably believes that the administration will be complete: c. 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 X 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 X No c. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and maybe altBched to ills re~ I ~frl Signature Date: 10/16/01 Rohert P Anderman, Fsqllire Name (Please type or print) 1 R West Front Street, Address Media, P A 19061 ( 610 ) S6S-4670 Capacity: X Personal Representative Counsel for personal representative