HomeMy WebLinkAbout01-1165
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Richard D. Lusk, Sr.
also known as
No.
To:
2] -01-1165
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. 487- 26- 8592 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 rix
in the last will of the above decedent, dated October 3
and codicil(s) dated
named
~XJ-2.OOl
The F.xe~lltor, Ri~hi'lrn no T,ll~k, .Tr , i~ llnwillinlJ Tn l}lli'llify
r:l5 Execlltor, and has executed the attached renunciation.
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
County, Pennsylvania, with
C;7~R i'V\=>::JO()1AThrook Dr , rv~cnani c<:::bllrg, PA 17050
ist street, number and muncipality)
Decendent, then 77 years of age, died December 14 , X9:. 200] ,
at Holy Spirit Hospital, Ca.rrp Hill, PA
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:
425,000.00
$
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentary
(testamentary; administration c. La.; administration d. b.n.c. La.)
theron.
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Gai 1 1. King
5238 ~adowbrook Dr., Mechanicsburg, PA
17050
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA \.. ss
COUNTY OF O.JJT1l:).:rlana J
The petitioner(s) &bove-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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~o. 21-01-1165
Estate of
Richard D. Lusk, Sr.
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW DECEMBER 31 }Qs; 2001 in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated October 3, 2001
described therein be admitted to probate and filed of record as the last will of
RICHARD D LUSK SR
and Letters Testamentary
are hereby granted to Gail 1. King
>>/7 OJ:f:b~'l''U~~ /~
R ster of Wills
FEES
Probate, Letters, Etc. ......... $ 340.00
Short Certificates( ).......... $ 30.00
~-Jh~es 12.00
elation ................ $ 5 . 00
JCP $ 5.00
TOTAL _ $ 392.00
Filed ... P.F;G~}f.~F;~. .2.~. . ?O.Q t. . . . . . . . . . .
John P!TRUig; (~~q~\ 1.~611~19
600 N. Second St., 5th FIr., Harrisburg, PA
17101
(717) 236- 8000
ADDRESS
PHONE
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21-01-1165
LAST WILL AND TESTAMENT
OF
RICHARD D. LUSK, SR.
I, RICHARD D. LUSK, SR. of Mechanicsburg, Cumberland County,
Pennsylvania, being of sound mind, memory and understanding, do
make and publish this, my Last Will and Testament, hereby
revoking all wills and codicils by me at any time heretofore
made.
ITEM 1:
I direct my Executor hereinafter named, to pay the
expenses of my last illness and funeral expenses from the
property passing under this will as an expense and cost of
administering my estate.
ITEM 2:
All expenses of administering my estate and all
inheritance, estate and succession taxes, including interest and
penalties payable by reason of my death, which may be assessed or
imposed with respect to my estate, or any part thereof,
wheresoever situate, whether or not passing under my Will,
including the taxable value of all policies of insurance on my
life and of all transfers, powers, rights or interests includible
in my estate for the purposes of such taxes and duties, shall be
paid out of my residuary estate as an expense of administering
and with apportionment, and shall not be prorated or charged
against any other gifts in this will or against property not
passing under this will.
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ITEM 3:
I give, devise and bequeath unto my beloved
children, NANCY J. STROTHKAMP, GAIL L. KING, and RICHARD D. LUSK,
JR., in equal shares, the rest, residue and remainder of my
estate, real, personal and mixed, whatsoever nature and kind and
wheresoever situate.
Should any of my three children predecease me,
then that deceased child's share will be distributed to the
survivor(s).
ITEM 4:
In the event any beneficiary and I die under such
circumstances that the order of our deaths cannot be established
by proof, or should any beneficiary and I die as the result of a
common disaster, it shall be conclusively determined for all
purposes of this will that I survived the beneficiary.
ITEM 5:
I confer on my Executor the right to sell or
otherwise convert any real or personal property at public or
private sale, at such time or times, in such manner, and for such
price or prices, and on such terms and conditions as my Executor
shall determine, and to execute and deliver good and sufficient
conveyances, assignments, and transfers of the property, without
liability of any purchaser for the application of any
consideration; to borrow money and to secure its payment by
mortgage of real or personal property, pledge of investments, or
otherwise, without liability on the part of the lenders to see to
the application thereof; to retain any investments at discretion;
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to invest and reinvest at discretion, as permitted under Act 28
of 1999, the "Prudent Investor Act"; to make distribution in cash
or in kind; to allocate and distribute different kinds or
disproportionate shares of property or undivided interests in
property among beneficiaries, in cash or in kind, or partly in
each; and to do all other acts and things necessary or
appropriate in the management, administration and distribution of
my estate.
ITEM 6:
I appoint my son, RICHARD D. LUSK, JR., of Dallas,
Texas, to be the Executor of this my Last will and Testament. If
my son, RICHARD D. LUSK, JR., is unable or unwilling to qualify
as Executor, or having qualified, is unable or unwilling to act,
I then appoint my daughter, GAIL L. KING, of Mechanicsburg,
Pennsylvania, as Executrix hereof.
ITEM 7:
I direct that no personal representative,
trustee, guardian or conservator, or any successor, shall be
required to give any bond in any jurisdiction, and that if,
notwithstanding this direction, any bond is required by any law,
statute or rule of court, no sureties be required.
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IN WITNESS WHEREOF, I have signed this will on this ~rd
day of O(~
, 2001.
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TESTATa' - L- I.
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Signed, sealed, published and declared by the above
Testator, RICHARD D. LUSK, SR., as and for the last Will thereof,
in the presence of us, who, at the request of and in the presence
of RICHARD D. LUSK, SR., and in the presence of each other, have
hereunto subscribed our names as witnesses thereto.
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COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF DAUPHIN
I, RICHARD D. LUSK, SR., 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
the purposes therein expressed.
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TESTATOR
We, k ~ ^^- A c ~ I and ~l\(j/u. ~ ~ f _ +;;1/ AttJ1 /I.A-
the witnesses whose names are signed to he at ached br~oregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw Testator sign and execute the
instrument as Testator's Last Will; that RICHARD D. LUSK, SR.
signed willingly and that RICHARD D. LUSK, SR. executed it as
Testator's free and voluntary act for the purposes 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.
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Subscribed to and sworn or affirmed before me by the above-
named witnesses, and subscribed to and acknowled~eg before me by
the above-named Testator, this 3~ day of ()~ ,
2001.
'~~~~
OTARY PUBLIC
NOTARIAL SEAL
BARBARA E. PALMER, Notary Public
Harrisburg, Dauphin County
My Commission Expires May 23. 2005
k/p:wills\rlusk.wil
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ALL STATE LEGAL, A DIVISION OF ALL-STATE- INTERNATlr
FORM NO.: 07152-BF' 07153-Blo 07155-GY' 07156
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RENUNCIATION
21-01-1165
In Re Estate of
Richard D. Lusk, Sr.
deceased.
To the Register of Wills of
Ctnnberland
County, Pennsylvania.
The undersigned
Richard D. Lusk, Jr., son
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
Testamentary
be issued to
Gail L. King
WITNESS
hand this
day of
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Richard D. L~~tu!ft.
7154 Walling Lane
Dallas, TX 7523]
(Address)
(Signature)
Sworn to or affinned and subscribed
before me this ! q
day of W~ , 2001.
(Address)
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J\V Commission Expires:
(Signature)
(Address)
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ~(lr d
D. Lu,) k I Sre.
Date of Death:
OeL€-~~-
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Will No.
~ 1-0 1- i) to 5
Admin. No.
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
Name
Address
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Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
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Date:
Signature
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Capacity: --$ Personal Representative
_Counsel for personal representative
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March 5, 2002
'02 I'll\f~ -6 1\11:J 3
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Dear Register of Wills,
Enclosed is check 115 for the pre-payment of Pennsylvania Inheritance Tax for Richard
D. Lusk, Social Security Number 487-26-8592. Please send the receipt ofthe pre-
payment to:
Gail King, Executrix
5238 Meadowbrook Drive
Mechanicsburg, P A 17050
Sincelely,
JcUl~'~>:
Gail King ~7
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
KING GAIL L
5238 MEADOWBROOK DRIVE
MECHANICSBURG, PA 17050
_nhn_ fold
ESTATE INFORMATION: SSN: 487-26-8592
FILE NUMBER: 2101-1165
DECEDENT NAME: LUSK RICHARD 0 SR
DATE OF PAYMENT: 03/06/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/14/2001
NO. CD 000929
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $21,647.40
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TOTAL AMOUNT PAID:
REMARKS: GAIL KING
CHECK# 115
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$21,647.40
MARY C. LEWIS
REGISTER OF WILLS
REV-1500 EX (6-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INrTl'.L)
Richard D. Lusk
DATE OF DEATH (MM-DD- YEAR)
DATE OF BIRTH (MM-DD- YEAR)
FILE NUMBER
1.L - .Q i. --L _L..!. 2-_
COLNTY CODE YEAR N...MBER
SOCL'\L SECURITY NUMBER
487-26-8592
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SDCl'.L SECURITY NUMBER
N/A
D 3. Remainder Retum (date of death rmr to 12-13-82)
o 5. Federal Es1a1e Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
o II. Election to tax under Sec. 9113(A){""oh""o)
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12-14-2001 09/06/24
(IF AFPlICABUE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDUE INITL'\L)
N/A
IX] I. Dnginal Retum
o 4. limijed Estate
IX] 6. Dececenl Died Testate (A',o, copy of \,;I~
o g. Litigalion Prooeeds Received
o 2. Supplemenlal Retum
D 4a. Future Interest Compromise (dale of death aller 12-12-82)
D 7. Decedent Maintained a living Trust (AltachcopyofTrusl)
D 10. Spousal Poverty Credit (date of death between 12--31-91 an:! 1-1-95)
NL'\ME
Edward E. Wa oner, CPA
FIRM NAME (If Applcab.)
Seli man, Friedman & Com an , P.C.
TEUEPHONE NUMBER
717-761-0211
COMPLETE MAILING ADDRESS
1027 Mumma Road
Wormleysburg, PA 17043
OFFICIAL USE ONLY
I. Real E~ale (Schedule A)
2. Stocks and Bonds (Schedule B)
(I)
(2)
(3)
(4)
(5)
0.00
622,508.04
0.00
0.00
119,804.48
0.00
0.00
742,312.52
239,363.69
502,948.83
(14)
502,948.83
(8)
11,785.69
227,578.00
(II)
(12)
(13)
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3. Closely Held CorpOfatiOl1, Partnership Of Sole-Proprietorship
4. MOOgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaleous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separale Billing Req~ed
7. Inter-VIVOS Transfers & Miscell00e0us Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total lines I . 7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debls ot Decedenl, Mortgage liabilijies, & liens (Schedule I)
II. Total Deductions (total lines g & 10)
(g)
(IO)
22,632.70
(17)
(IB)
(19)
22,632.70
(6)
(7)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an electiOl1totax has no! been
made (ScheduleJ)
14. Net Value Subject to Tax (Une 12 minus line 13)
SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
rale, or transfers under Sec. 9116 (a)(1.2)
X.O_ (IS)
502,948.83 x.o 45 (16)
20 'x' lia1ilellk1JlSllE,l/'i:i\<r"~RiI!':'''IiW''''''''1 S'"i':-''', ilik!"F:A~""i\1"""'i1iMi' "ill
Ll>J , " ~ ~. .,.",,1iI ,,",~-FIlI!.w"''''''''~,E!!"''' IiN,,',
r- , , 'iid i'::, 'dili?'i'llil!"SIIlRl;:lfO:A:'fl R,~bl.;liIlIeS11lKilJIISl:Qi',j,!, ~EISIDE:JIiIl/tl-'RElOOiiQll:iM:A:~M<<"
STFPA42021F.1
16. Amount of Line 14 taxable at lineal rate
17. Amount of line 14 taxable at sibling rate
x .12
18. Amount of Line 14 taxable at collateral rate
x .15
19. Tax Due
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Decedent's Complete Address:
STREET ADDRESS 5 2 3 8 Meadowbrook Drive
CITY Mechanicsburq I STATE PA I ZIP 17050-6834
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
22,632.70
21.647.40
1.131.63
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C) (2)
22,779.03
TotallnteresUPenalty (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 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE, (5)
146.33
0.00
A. Enter the interest on the tax due.
(SA)
8. Enter the total of Line 5 + SA. This is the BALANCE DUE, (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
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contains a beneficiary designation? .. .. . . . . .. . .. .. .. .. . .. .. .. .. . ... 0 IZI
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 pena~jes of perjury, I declare that I have examined this return, induding accompooying 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 00 all information of which preparer has any knowledge.
SIGNATURE OF P SON ~E9fON I LEFOR FILING RETURN
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ADDRESS
5238 Meadowbrook Lane
SIGNAT E PR il\RER ER T
Yes
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Mechanicsburq, PA
EPRESENTATIVE
17050-6834
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ADDRESS
Sel
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. 39116 (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. !l9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even
if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The lax 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. 39116(a)(1.2)].
The tax rale 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. 39116(1.2) [72 P.S. 39116(a)(1)].
The lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 39116(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.
STF PA42021 F.2
REV-1502 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Richard D. Lusk 21 01-1165
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between
a
willing buyer and a willing seller, ne~her being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of
survivorship
must be disclosed on Schedule F.
ITEM
NUMBER
1.
DEseRI PTION
VALUE AT DATE
OF DEATH
None
o
STF PA42021F.3
TOTAL (Also enter on line 1, Recapitulation) $
(If more space IS needed, Insert additIOnal sheets of the same size)
0.00
REV-1503 EX + (1-97) (I)
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Richard D. Lusk
FILE NUMBER
21 01-1165
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1.
VALUE AT DATE
OF DEATH
1
2
3
4
5
6
2000 Shares Citigroup, Inc. 172967-10-1
4000 Shares Conseco, Inc. 208464-10-7
3104 Shares IBM 459200-10-1
4000 Shares Micron Technology 595112-10-3
2000 Shares Xerox Corporation
United States Savings Bonds (See Attached Schedule)
93,250.00
13,900.00
373,861.28
119,520.00
16,870.00
5,106.76
STFPA42021F4
TOTAL (Also enter on line 2, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
622,508.04
Slack Name
Citigroup Inc.
Conseco Inc.
International Business Machines
Micron Technology Inc.
Xerox Corporation
Total Value
Cusip #
172967-10-1
208464-10-7
459200-10-1
595112-10-3
984121-10-3
ESTATE OF RICHARD LUSK, SR.
STOCK VALUATION
12/14/2001
Number of High Low Average
Shares 12/14/2001 12/14/2001 Price12/14/01
2,000
4,000
3,104
4,000
2,000
47.25
3.69
121.48
30.50
8.57
46.00
3.26
119.41
29.26
8.30
46.63
3.48
120.45
29.88
8.44
Value
93,250.00
13,900.00
373,861.28
119,520.00
16,870.00
617,401,28
ESTATE OF RICHARD D LUSK LUSK
5238 MEADOWBROOK DRIVE
PO BOX 984
MECHANICSBURG, PA 17050
26-6001061 Redemption Date: 01/24/2002
Transaction Number: 2752940
Issue Interest Redemption
Serial Number Series Denom Date Issue Price Earned Value
Q6400748013 E $25 03/1980 ' $18.75 i $60.25 $79.00
I
Q6371889004 E 25 09/1979 18.75 61.08 79.83
Q6395282009 E 25 02/1980 18.75 60.25 79.00
Q6392890537 E 25 12/1979 18.75 61. 83 80.58 ,
Q6360055608 E 25 11/1979 18.75 61. 83 80.58
Q6328187597 E 25 02/1979 18.75 61. 71 80.46
Q6354430487 E 25 06/1979 18.75 62.68 81. 43
Q6364565694 E 25 08/1979 18.75 61.08 79.83
Q6336146563 E 25 03/1979 18.75 61. 71 80.46
Q6353972334 E 25 05/1979 H(75 62.49 81.24 I
!
Total number of bonds redeemed: 10
",
Total
Price
Total
Interest
Total
Value
?,o Vll
1oQS.OI
1..2.oq.3'f
5.106.7"
COMMERCE BANK HARRISBURG NA'
100 SENATE AVENUE
PO BOX 8599
CAMP HILL, PA 17011
800-937-2003
ESTATE OF RICHARD D LUSK LUSK
5238 MEADOWBROOK DRIVE
PO BOX 984
MECHANICSBURG, PA 17050
26-6001061 Redemption Date: 01/24/2002
Issue Interest Redemption
Serial Number Series Denom Date Issue Price Earned Value
Transaction Number: 1711846
Q6265296454 E $25 05/1978 $18.75 $ 63.71 $82.46
Q6248673186 E 25 03/1978 18.75 68.25 87.00
Q6226250724 E 25 02/1978 18.75 77.68 96.43
Q6226255813 E 25 12/1977 18.75 80.57 99.32
Q6106008954 E 25 08/1976 18.75 93.08 111. 83
Q6312803003 E 25 12/1978 18.75 63.30 82.05
Q6305526085 E 25 11/1978 18.75 63.08 81. 83
Q6292952174 E 25 09/1978 18.75 62.31 81. 06
Q6282713704 E 25 08/1978 18.75 62.31 81. 06
Q6265317624 E 25 06/1978 18.75 63.92 82.67
Q6212310995 E 25 11/1977 18.75 80.30 99.05
Q6193360586 E 25 09/1977 18.75 89.25, 108.00
Q6192106894 E 25 ! 08/1977 18.75 89.25 108.00
Q6185851180 E 25 06/1977 18.75 92.51 111.26
Q6122209018 E 25 05/1977 18.75 92.28 111. 03
Q6162689951 E 25 03/1977 18.75 91. 19 109.94
Q6156121872 E 25 02/1977 18.75 91.19 109.94
Q6144188275 E 25 12/1976 18.75 94.49 113.24
Q6099419112 E 25 06/1976 18.75 95.34 114.09
Q6119608772 E 25 09/1976 18.75 93.08 111. 83
Q6134776871 E 25 11/1976 18.75 94.17 112.92
Total number of bonds redeemed: 21
COMMERCE BANK HARRISBURG NA.'
100 SENATE AVENUE
PO BOX 8599
CAMP HILL, PA 17011
800-937-2003
ESTATE OF RICHARD D LUSK LUSK
5238 MEADOWBROOK DRIVE
PO BOX 984
MECHANICSBURG, PA 17050
26-6001061 Redemption Date: 01/24/2002
Issue Interest Redemptio,"_
Serial Number Series Denom Date Issue Price Earned Value
Transaction Number: 2622916
L158467617 EE $50 01/1984 $25.00 $51.10 $76.1C
L145665068 EE 50 09/1983 25.00 52.70 77.7C
L136375715 EE 50 05/1983 25.00 54.48 79.41:
LI08939089 EE 50 09/1982 25.00 70.02 95.02
L91515627 EE 50 03/1982 25.00 71. 92 96.92
L83291454 EE 50 11/1981 25.00 73.86 98.86
L100223141 EE 50 05/1982 25.00 71.92 96.92
L87301101 EE 50 01/1982 25.00 73.86 98.86
L67079929 EE 50 07/1981 25.00 75.84 100.8~
L77537068 EE 50 09/1981 25.00 73.86 98.86
L129496761 EE 50 03/1983 25.00 57.08 82.01:
L143559672 EE 50 07/1983 25.00 54.48 79.41:
L150409516 EE 50 11/1983 25.00 51.10 76.lC
L22891416 EE 50 07/1980 25.00 94.56 119.5E
L30449562 EE 50 09/1980 25.00 92.201 117.2C
L62631716 EE 50 05/1981 25.00 75.84 100.8~
L50330497 EE 50 03/1981 25.00 80.32 105.32
L7869909 EE 50 05/1980 25.00 94.56 119.56
L42163656 EE 50 11/1980 25.00 82.44 107.4~
L47342081 EE 50 01/1981 25.00 82.44! 107.4~
L115294407 EE 50 11/1982 25.00 63.92 88.92
L121242415 EE 50 01/1983 25.00 63.92 88.92
COMMERCE BANK HARRISBURG NA-'
100 SENATE AVENUE
PO BOX 8599
CAMP HILL, PA 17011
800-937-2003
.. ___.t:= ,..,
ESTATE OF RICHARD D LUSK
LUSK
26-6001061 Redemption Date: 01/24/2002
Issue Interest Redemption
Serial Number Series Denom Date Issue Price Earned Value
Transaction Number: 2622916
L102078556
EE
i$50
I
I 07/1982
$25.00
I
71. 921
96.92
Total number of bonds redeemed: 23
COMMERCE BANK HARRISBURG NA.,
100 SENATE AVENUE
PO BOX 8599
CAMP HILL, PA 17011
800-937-2003
REV-1504 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP or SOLE-PROPRIETORSHIP
ESTATE OF
Richard D. Lusk
FILE NUMBER
21 01-1165
Schedule C-1 or C-2 (Including all suppcrting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship.
See instructions for the supporting information 10 be submitted for sole-proprietorships.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
None
o
STFPA42021F,5
TOTAL (Also enter on line 3, Recapitulation) $
(If more space is needed, Insert additIOnal sheets of the same size)
0.00
REV-1507 EX + (1-97) (Il
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
Richard D. Lusk
FILE NUMBER
21 01-1165
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1.
VALUE AT DATE
OF DEATH
None
o
STFPA42021F.B
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
REV-1508 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Richard D. Lusk
FILE NUMBER
21 01-1165
Include the proceeds of migation 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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
1
2
3
4
5
PSECU Savings Account # 8501469194-1
PSECU Checking # 8501469194-4
World Savings # 704318823
Bank of America # 0002 7238 7423
1998 Dodge Durango
1,366.13
28,137.16
59,109.77
12,386.42
18,805.00
STFPA42021F.9
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
119,804.48
PSE(~
the financial link",
-
January 24, 2002
Gai~ L Lusk
5238 Meadowbrook Drive
Mechanicsburg Pa ~70S0-6834
RE : Richard D Lusk
Account #8 501 46 9194
To Whom It May Concern:
As of December 14,2001, Richard D Lusk account balances were as follows:
Savings Sbare (S 1)
Checking Share (S4)
$ 1,366.13
$ 28,137.16
If you have any questions, you may reach us between 7 a.m. to 5 p.m. Monday through Friday or between 8
a.m. to noon on Saturdays. Call 234-8484 in Harrisburg or call our toll-free number (800) 237-7328.
When you come to the menu prompt, enter 5 and then enter 5 again. One of our Member Service
Representatives will be glad to assist.
Sincerely,
,~~
5 ~an Bauer
Member Service Advisor
Member Services
. PENNSYLVANIA STATE EMPLOYEES CREDIT UNION
Main Address: 1 Credit Union Place, Harrisburg, PA 17110.2990 . (717) 234-8484 . (800) 237-7328
Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013' (717) 777-2100 (TOO)' (800) 472-1967 (TOO)
Web Address: www.psecu.com
Savings federally insured up to $100,000 by the National Credit Union Administration.
<
. ~ . Q WORLD SAVINGS'
,
02/05/2002
Gail L King
5238 Meadowbrook Drive
Mechanicsburg, PA 17050
Dear Ms. King:
I am writing in response to your request for information regarding accounts owned by
Richard D Lusk, Sr., who passed away on 12/14/2002.
I was sorry to learn about Mr. Lusk 's death, and I would like to convey my condolences
to his family. Of course, I understand the importance of obtaining accurate financial
information at this time, and the attached chart should address your needs.
Thank you for giving me the chance to be of assistance. Mr. Lusk was a valued
customer, and we are grateful to have had the opportunity to serve his financial needs.
Sincerely,
J!~&~~
Judy Columbus
Assistant Branch Manager
Enclosure
10659 Grand Avenue
Suitel
Sun City, Arizona 85351
(623) 815.9022
Member of Golden West Fin.1ncW COrpor.llion
-
-...
BALANCES IN WORLD ACCOUNTS
,. AS OF: 12/14/01
704318823 $ 58,534.49 $
$
$ $
$ $
$ $
S $
$ $
$ $
$ $
$ $
575.28 $ 59,109.77
S
$
$
S
S
$
$
S
$
S
$
$
s
$
DETAILED INTEREST EARNINGS FOR WORLD ACCOUNTS
OWNED BY
.-
BankofAmerica ____
~---
~
fll
RICHARD D LUSK
RICHARD D LUSK JR
Page 2 o( 2
Statement Period
12-11.01 through 01.10.02
Number of checks enclosed: 0
B 06 0 A 06 0020109
Account Number: 0002 7238 7423
The monthly maintenance fee for your Interest Checking Account # 0002 7238 7423 will be waived when your average
daily balance in combined checking and linked savings, Money Market Savings, CD or IRA accounts meets the
balance level stated in the Personal Schedule of Fees. Your combined deposit balance for the statement cycle was
$12,022.89. As an Advantage customer, you also have other options such as using loan, line of credit and mortgage
balances with us, to avoid the monthly maintenance fee. Please contact us if you would like to talk with us about
your account.
Online Banking at bankofamerica.com lets you bank anytime, anywhere you have Internet access. View updated
account information, transfer money, rc-orcler checks and morc 4 all in one secure place. You can even receive and pay _
your bills online from one easy screen. in just seconds. Get started today at bankofamerica.com/bankonline.
Increase your wealth in 2002. Beginning in the 2002 tax year, the maximum you can contribute to a traditional or
Roth ffiA increases to $3,000 annually; $3,500 in the tax year you turn 50 or older. Remember, you can contribute to
an IRA even if you're covered by a retirement plan sponsored by your employer. For more information, please call the
number above.
College...The possibilities are endless. Live what you dream. Bank of America Student Loans. Call us at 1.800.344.8382
or visit www.bankofamerica.com/studentbanking.
Interest Checking Additions
Deposits and Other AdditIons
Deposit
Interest Earned
Date Posted
12-20
01.10
Amount($)
31.58
2.04
$33.62
Total Deposits and Other Additions
Interest Checking Subtractions
Checks Posted
Check Date
Number Posted
597
12-18
Amount($)
518.80
Total Checks Posted
$518.80
Daily Balance Summary
Date
Balance
Date
Balance
Beginning
/12.18
DJo.-..\~
12,386.42
11,867.62
1- ' '
0-4/ . - I 2} ISt/i~~(
r -1....1
12.20
01-10
11,899.20
11,901.24
;e Book Used Car Values
.a ~Bl_ Book
_. .' ,. The Trutited Resource
. ., ".. '_e_____ <W,amt
~ew car Pricing ;
Build" c..r !
_~e".n.~~~J
My C....'~ val..., !
~-.~.~_.-.~U.,.i:l!
Ilut .. N'lw tar
BIlY .. 1,1l,,,d car
S;!1I YOv' OiIr (
"'qror~,,' I
,
~- ~
Financing ~
Insurance ~
L..mon ~ck!
Warr''''ti....'
A<:,-<:e_ie~1
car R$vil!Wli 'I
l;"" Pr......icwti .
DOOsWn Guidf!~ '
AdYlee !
;
About kill> i
H&ft1a ~
Do vour HEW eln homework
Click on the image above to visit this advertiser
Blue Book Private Party Report
Pennsylvania. February 16, 2002
1998 Dodge Durango Sport Utility 40
Buv a New Car
Buv a Used Car
List Your Car For Sale Online
.EiDQm;lrH:tQJ.!ote
Insurance Ouote
Warranty Ouote
pavment Calculator
Engine: VB 5.9 Liter
Tlans: Automatic
Drive: 4 Wheel Drive
Mileage: 20,200
Equipment
SLT
Air Conditioning
Rear Air
Power Steering
Power Windows
Power Door Locks
Tilt Wheel
Cruise Control Leather
AM/FM Stereo Dual Power Seats
Cassette Roof Rack
Compact Disc Privacy Glass
Premium Sound Towing Pkg
Dual Front Air Bags Alloy Wheels
ABS (4-Wheel)
Consumer Rated Condition:
Excellent
"Excellent" condition means that the vehicle looks great, is in excellent
mechanical condition and needs no reconditioning. It should pass a smog
inspection. The engine compartment should be clean, with no fluid leaks. The
paint is glossy and the body and interior are free of any wear or visible
defects. There is no rust. The tires are the proper size and match and are new
or nearly new. A clean title history is assumed. This is an exceptional vehicle.
Private Party Value '
$18,805
Private Party value represents what you might expect to pay for a used car
when purchasing from a private party. It may also represent the value you
might expect to receive when selling your own used car to another private
illlp://www.k.../kw.kc.ur?kbb;020655&;p& 722;Dodge; 1998%20Durango&5;DT;DW 02/16/2002
REV-1509 EX + {l-9?} (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Richard D. Lusk
FILE NUMBER
21 01-1165
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S} NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
B.
c.
JOINTLY -OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of finarcial instilutionalll barkaccolln\ IlJ11berorsinilar identifying nlJT1ber. DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT AlIaclldeedforjoirtly-heldrealestale VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A.
None 0.00 0 0.00
TOTAL (Also enter on line 6. Recapitulation) $ 0.00
STFPA42021F.10
(If more space is needed, Insert additional sheets of the same size)
REY.1510 EX + (1-97)(1)
COMMONVV'EALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Richard D. Lusk
FILE NUMBER
21 01-1165
This schedule must be completed and filed If the answer to any of questions 1 through 4 oolhe reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
rTEM IN:LlDE M Nl\ME OF M TRANSFEREE, MIR RELATlONSHP TO DECEDENT ANJ M DAlE DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER OF TRANSFER ATIACHA COPY OF M DEED FOR REAL ESTAlE. VALUE OF ASSET INTEREST (IF APPUCABLE)
1. None 0.00 0 0.00
TOTAL (Also enter on line 7, Recapitulation) $ 0.00
STF PA42021 F.11
(If more space IS needed, Insert additional sheets of the same size)
.
REV-1511 EX+(1-97)(I}
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Richard D. Lusk
FilE NUMBER
21 01-1165
Debts of dececlent must be reported on Schedule J
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Cocklin Funeral Home 1,669.66
2 Webster Hills Church 275.00
3 Funeral Dinner 314.83
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I ErN Number of Personal Representative(s)
Street Address
City Slate lip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (ff decedent's address is no! the same as claimant's, attach explanation)
Claimant
Street Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees 340.
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Copies 52.00
8 Postage 25.57
9 Capital Self-Storage (Storage) 223.24
10 PennDot (Duplicate Title) 22.50
11 Sunoco (Auto Expense) 6.00
12 Firestone Transmission (Auto Repair) 284.18
13 Auto Locator (Advertising) 48.00
14 PAtriot News (Advertising) 68.50
15 Mailboxes Etc. (Postage) 23.21
16 Todd Pelleschi (Medical) 29.80
17 See Attached Schedule with Items 18 to 34 8,403.20
TOTAl (Also enler on line 9, Recapitulation) $ 11 785.69
STF PA42021 F.12
(If more space is needed, insert additional sheets of Ihe same size)
.
---
Estate of Richard Lusk
Supplemental Schedule to Schedule H Funeral Expenses and Administrative Costs
18 Health South (Medical)
19 Physicians of Rehabilitation (Medical)
20 Sun Health (Medical)
21 Moffit Heart & Vascular (Medical)
22 Nephrology Asociates (Medical)
23 Associated Cardiologists (Medical)
24 Pulminary & Critical Care (Medical)
25 Internists of Central Pennsylvania (Medical)
26 Pinnacle Health Medical Services (Medical)
27 Neurology Center (Medical)
28 Wes Shore EMC (Medical)
29 Quantum Imaging (Medical)
30 Sentinel (Advertising)
31 Prudential Insurance (Auto Insurance)
32 PA Department of Revenue (2001 Taxes)
33 AZ. Department of Revenue (Taxes)
34 Department of Treasury (2001 Taxes)
Total Lines 18 to 34
26.90
478.08
44.95
364.62
73.42
2.05
214.18
3,137.36
69.05
50.28
148.76
39.92
77.63
116.00
333.00
724.00
2,503.00
8,403.20
e..
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REV-1512 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Richard D. Lusk
FILE NUMBER
21 01-1165
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
1
DESCRIPTION
AMOUNT
Merrill Lynch Margin Account # 557-11741
227,578
STFPA42021F.13
TOTAL (Also enter on line 10, Recapitulation) $
(If more space IS needed. Insert additional sheets of the same size)
227,578.00
-
REV-1513 EX + (g.OO)
COMMONVVEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
..
ESTATE OF
Richard D. Lusk
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
L TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
Gail L. King
1. 5238 Meadowbrook Drive
Mechanicsburg, PA 17050-6834
2 Richard D. Lusk, Jr.
7154 Walling Lane
Dallas, TX 75231
3 Nancy Strothkamp
1124 Gilbert Avenue
Rock Hill, MO 63119
FILE NUMBER
21 01-1165
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Daughter
Son
Daughter
AMOUNT OR SHARE
OF ESTATE
167,649.61
167,649.61
167,649.61
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- 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)
STFPA42021F.14
. /-?-cS29-Y
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
EDWARD E WAGONER
SELIGMAN HAL
1027 MUMMA RD
WORMLEYSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
'CO~"'TY
ACN
10-22-2002
LUSK
12-14-2001
21 01-1165
CUMBERLAND
101
'*
REY-1547 EX AFP 101-02>
RICHARD
D
Allount Rellitted
PA 17043 ..
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=i5'4-j-Ex--AFP--foY:02Y-NoTicE-oF-YNHEifiTAifcE-TAx-A-ppRirisEirENT:--ALrOWAifcE-cfi-------------- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LUSK RICHARD D FILE NO. 21 01-1165 ACN 101 DATE 10-22-2002
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
622,508.04
.00
.00
119,804.48
.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)
11.785.69
227.578.00
(11)
(12)
(13)
(14)
NOTE:
.00
502.948.83
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(19)=
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
742.312.52
239.363 69
502.948.83
.00
502.948.83
.00
22.632.70
.00
.00
22.632.70
,,'-...'-~. (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-06-2002 CDOO0929 1.131.64 21.647.40
TOTAL TAX CREDIT 22.779.04
BALANCE OF TAX DUE 146.34CR
INTEREST AND PEN. .00
TOTAL DUE 146.34CR
· 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 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 expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B [collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. [72 P.S.
Section 9140).
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 KILLS> AGENT
REFUND [CR):
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" [REV-1313). Applications 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).
OBJECTIONS:
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.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 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-1501) for an explanation of administratively correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent [5X) discount of
the tax paid is allowed.
PENALTY:
The 15X 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 [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 [6X) 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 20X .000548 1992 9X .000247
1983 16X .000438 1993-1994 ]X .000192
1984 llX .000301 1995-1998 9X .000247
1985 13X .000356 1999 ]X .000192
1986 lOX .000274 2000 8X .000219
1987 9X .000247 2001 9X .000247
1988-1991 llX .000301 2002 6X .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.
1,}-/29- Y
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1U7 EX AFP IDl-OU
EDWARD E WAGONER
SELIGMAN ETAL
1027 MUMMA RD
WORMLEYSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-18-2002
LUSK
12-14-2001
21 01-1165
CUMBERLAND
101
RICHARD
D
Allount Rellitted
PA 17043
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =i6o-j-E3CAFP--fol--02y------...--iNifERITANc'E--TA3f-sTA-fEM'E-NT-o'F-AcCOlitff--...---------------- - - ---
ESTATE OF LUSK RICHARD D FILE NO.21 01-1165 ACN 101 DATE 11-18-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-15-2002
P R I NC I PAL TAX DU E : ...........................................................................................................................................................................................................................
22,632.70
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-06-2002 CDOO0929 1,131.64 21,647.40
11-01-2002 REFUND .00 146.34-
TOTAL TAX CREDIT 22,632.70
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT,
If NON-RESIDENT DECEDENT lIake check or money order payable to: COMMONWEALTH OF PENNSYLVANIA,
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or froll the Department's 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),
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
(7171 787-6505,
DISCOUNT:
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.
PENALTY:
The 15% tax amnesty non-participation penalty is cOllputed 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.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 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 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 becolles delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is lIade after the interest computation date shown on the
Notice, additional interest must be calculated.
..
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Ki L ~(1r d D { L U 51(.
Date of Death: J 2. f 1'-1 /0 I
Will No.: ~ 1-0 I - / I h 5'" Admin. No.:
GV
{'K
.--
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration ofthe above-captioned estate:
1. State whether administration of the estate is complete:
Yes ri No 0
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 r,ewesentative file a final account with the Court?
Yes _ No ~
b. The separate Orp,hans' Court No. (if any) for the personal representative's
account is: --I5L D r\/ t...
c. Did the personal ~resentative state an account informally to the parties
in interest? Yes IR No 0
~ Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk ofthe. Orphans' Court
and may be attached to this report.
Date: 47/03 . Yla;e ~ t!j
SIgnature
6/11'/ L. k/1
Name
~r~
,dO ~ ~~
cJL~~
.~ Capacity:
Address
5233
~
7/7 -71, /~t /Yf
Telephone No.
~A 1A~
PIf 17/J S-r)
D<f Personal Representative
U Counsel for personal representative