HomeMy WebLinkAbout95-00502
PETITION FOR IJROBA TE and GRANT 0.' LETTERS
~/-'9S- SVa-
Estate 01 Mavnard L. Fair.
also known as
Nu.
To:
Reglsler of Wills for Ihe
DeC'l'a.ft'd. COUIIlY of CUnberland In Ihe
S~/al Seeurlty No. 196-14-1!;o.r' Conunonweallh of Pennsylvania
The pellllon of Ihe undersigned respeelfully represenLs Ihal:
and one of
Your pelllloner(at, who Is/ll1OCl8 years uf age or oldePllaiIlIL~fccuLn.."
In the last wll/ of Ihe above decedenl, dOled OCtober 3, II temate
and codlcll(s) dOled none
Marian A. Fair. the ElCecutdlC /","""" in ""in Will rlloN .Jan"lIJ:y e. 111112_
GregQty M. Fill... Qn" nf !-h" "1t-"rna~l:or~~-s-Rqht-t:_
administer the said Estate in favor of Jeffrey-A,. Flli... !-h" n!-h".. "Jt-",-,,,.!-,,
co-executor named I.'ote ,,1<va'lI cI'CIIIII"OllC<.. <.N. "lIIon<lo,'oII. ~<o'h "' <><cu'm. <lC.) in said Will.
named
, 19-ZB-
Decellllent was domiciled 01 deolh In /""mhcr1and COUl1ly, Pennsylvania, wilh
II i" losl family or principal residence 01 J'lessiah -\fJ.llaoeL-1lpger Allen 'l'ol.mshio.
f"t'~~lAnQ CQu.nty, P~'1nBy.l.vaJ1~A
(list .llr<<1. number nniJ fI1l11u..lpolh)')
Deceadenl,lhen 77 years of age, died .1"nl> 74 , 19 95
01 isb Hos ita1 HarrisDu Penna 1vania .
Excepl os follows, decedenl did nol marry, was nOI divorced and did nOI have a child born or adopted
ofler execution of Ihe will offered for probole; Was nOllhe vlcllm of a killing and was never adjudicated
Incompetent: No exceotion
Decelldel1l 01 deolh owned properlY wilh esllmoled values os follows:
(If domiciled In Po.) All personal properly
(If not domiciled In Po.) Personal PlOperly In Pennsylvania
(If nOI domiciled in Po.) Personal properly In Counly
Value of real eslote In Pennsylvania
siluated os follows: None
$ Undl>ternli ne<'!
$ NIzo
$ ~,'/A
$ Nanp-
WHEREFORE, pelilioner(ll) respectfully requesl(s) the plObole of Ihe lost wll/ llrilllllldtoii(~
presented herewilh and the grant of lellers---Xest8llll>ntaty
(IcslomcOIary; adrnlnl5lrnllon c.I.a.; admlnlurallon d.b.n,col.a.)
theron.
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Mech icsbu
PA 1705
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYI,VANIA } 1:18
COUNTY OF CUMBERLAND
The petltloner(JO above-named sweor(s) or Ornrm(s) Ihal the slolemenls In Ihe foregoing pelltlon ore
Irue and eorreel 10 Ihe besl of the know/edge and belief of pelllloner; and thai os personal represen-
tolive(li! of Ihe above decedent pelil/oner($! wll/ well ansl- Iy . Illis er he .1 te according 10 low.
. . \
Sworn to or ornrmed and subscribed . ~ ~
before me this . 29th day of 'S'
9 ~
MARY C. LEWIS Register ~
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N 21 - 95 - 502
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Estate of KlIvnard L. Fair
. Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUL Y 6. 19...9.5-, In conslderallon of the pelltlon on
Ihe reverse side hcreof, sallsfoctory proof haying bcen presenled bcfore me,
IT IS DECREED that thc Inslrumcnl(s) dOled October 3. 1978
described thcreln be odmhted to pro bale and filed of record os the lost will of
Maynard L. Fair
and Lcllers Testamentarv
ore hcreby granted to Jeffrey A. Fair
FEES
Probate, Lclters, Etc. ......... $
Short Cerllncotes(2 ) ...... .... $
Renunciation ................ S
JCP
235.00
6.00
5.00
5.00
251.00
Filed
$
TOTAL _ $
JUL Y 6 1995
..............1....................
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Real"<< of III.
MARY C. LEWIS
~...,"( .~ --L....,./~r 06354
William LATTORNEY (Sup. ..1.0. No.) Sunday
39 West Main Street - Suite 1
Ma~hAni~Qrn1rg. DA l?n~~-h?~n
ADDRESS
(717) 766-9622
PHONE
Mailed letters and order to attorney on 7-7-95.
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21 - 95 - 502
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LAST WILL AND TESTAMENT
I, MAYNARD L. FAIR, of the Borough of Mechanicsburg, County of
Cumberland and State of Pennsylvania, being of sound mind, memory and
understanding, do make, publish and declare this to be my last Will
and Testament, hereby revoking and making void all former wills, codi-
cils and other testamentary dispositions by me at any time heretofore
made.
1.
I direct my Executrix, hereinafter named, to pay as soon as prac-
ticable after my decease all my just debts and the expenses of my last
illness and burial.
2.
I give, devise and bequeath all of my estate - real, personal and
mixed - unto my wife, Marian A. Fair, provided she survives me by sixty
(60) days.
3.
Should my said wife predecease me, or die on or before the sixtieth
day following my death, then and in that event I give, devise and be-
queath all of my said estate unto my children, Jeffrey A. Fair and
Gregory M. Fair, equally, share and share alike.
4.
I nominate, constitute and appoint my wife, Marian A. Fair, exec-
utrix of this my last Will and Testament. Should my said wife fail to
qualify or cease to act as executrix, I appoint my sons, Jeffrey A.
Fair and Gregory M. Fair, executors of this my last Will.
IN WITNESS WHEREOF, I, MAYNARD L. FAIR, the Testator, have here-
unto set my hand and seal to this my last Will and Testament this
~ day of ~ , 1978.
ffb~h~.fl~--//:%#~
~/ v-
(SEAL)
Signed, sealed, published and declared by the above named
Haynard L. Fair as and for his last Hill and Testament in the
presence of us, who, at his request and in his presence and in
the presence of each other, have her.eunt~,suhscribed our names
as witnesses thereto. (~7.."':~~~:L1-'-'f-=
~,,- ./ ..e:'. 7
21 - 95 - 502
RENUNCIATION
In Re Estate of Maynard L. Fair
deceased.
To Ihe Register of Wills of Cumberland
County, Pennsylvania.
The undersigned
Greqorv M. Fair, one of the alternate co-E!lCecutOt"R
or
the above decedent, hereby renounce(s) the right to odmlnlsler the estate and respectfully ask(s) that Lellers
Testamentarv
be Issued to
Jeffrev A. Fair, the other nsmed co-elCecllto,,"
WITNESS
mv
hand this :!qth day of .1I1nl>
, 19..95-.
Sworn to and subscribed
before me this 29th day
of June 1995
~ 711, ~
tSlsnoture) Fair
at ISool
Charlvn V. Guorrloro. Notary Public
MechllOfesbullI Ooro. Cumbc~.nd County
My Comm!..lon Expires May 18, 1998
Member. Pemsyt;irjo Assoc:talicn 01 Nolarios
3000 C Hawthorne Drive
Dover, Delaware
(Add res.)
(SlsnOlure)
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~ft:l~{ ~'V~';i;'~:-:J:r;~~,;'; f.~>::C~MMONWEALTH' OF PENNSYLVANIA \
gNo;AA1.082165,:",,,,q- . RTMI IV .',
;::q"'i';-r-.(,~;:",":'b~,...~''"' :.~ ,. "': ~ ,:. DIPA ,N~O' R INUI, , !
lir.l~'';j':'~::~",,~. ,.,;:: ,OFFICIAL RECEIPT ..PENNSYLVANIA INHERITANCE AND ESTATE TAX
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RECEIVED FROM.
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ACN
ASSESSMENT Ii'
CONTROL 1:,1
NUMBER
AMOUNT
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SUNDAY WILLIAM L
39 W MAIN STREET
101
.15,4'3.00
MECHANICSBURG, PA '170~~
'OlDH'"
ESTATE INFORMATION,
m FILE NUMBER
g lU-199l:1-0l:l0e
m NAME OF DECEDENT (LAST)
~ FAIR MAYNARD L
II DATE OF PAYMENT
m POSTMARK OATE
COUNTY
SSN 196-14-1664
(fiRST) (Mil
CUMBERLAND
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
RECEIVED BY
I
I
I
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u, (' I' ' ) of, I
tJ .,.,j'jl..,:J/lr.\-'
MARY C. LEWIS . 0 . I
REGISTER OF WILLS :
.8,493.00
PB
JEFFREY A FAIR
SEAL
CHECK" 18
REGISTER OF WILLS
,
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'01 OAIU 0' DIATH Anll 12/3119tCHICK HIli
IP A SPOUSAL
POVlI1Y CliO IT IS CLAIMID 0
fiLl HUM..I
21 - 95- 502
COUNTY CODE YEAR
OICIO N' (OM'1 ...0. eaa a 0 ege
100 Mt. Allen Drivel
Mechanicsburg, PA upper Allen Twp.)
Co,,, Cumberland
....MOuNt UClIVlO ISf( INnlUWON!.1
.
/5 -1-12-
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
15
53
bl
a
COMMONWIAlTH o. .fNNsnVANIA
DI.AlIMINI o. RIVlNUE
0....210601
HA..liBURO, 'A " 2'.0601
OIUOIN' H ILA, '1 . ....NO MIOOI
Fair, Ma nard L.
.OCt....l UCUII1Y NUMUI
6/24/95
INITI....II
o....n or Ot....1H
196-14-1664
(I' A",I('1II1 IUIVlnNO SPOUI.'S HAM. itA". ".nAHO "'IDOlllHlIlAII
NUMBER
N/A
1)11. Orlglnol Rllurn
O~. Umll.d Eltato
DI 6. Olt.dlnl DI.d T 11101.
(Attach copy 01 WillI
R C'
William L. sunday, Esq.
IUlPHONI NUMIII
717 766-9622
o 2. Supplem.nlal Return
None
o 3. Remalndlr Relurn
((or dalll of d.alh p,lor to 12.13.82)
o 5. Fed.ral Ellal. Tax Rllu," Rlqulr.d
o "a. fulur. Inllr..t Compromh.
Ifor dot.. of dlath afler 12.12.82)
o 7. olced.nl Malnlalnld a living Trusl
(Attach eapy 01 T'Ult)
IIIlTA~\TA I RMAnONSHOULlUIDIR CTIDTO,I'i"""'!!'1.
COM'U n MAlLIN DOl
39 West Main Street
Mechanicsburg, PA 17055-6230
!L 8. Total Numblr 0' Safl O.posU BouI
(1)
(21 76B2.B1
13)
1 ~)
(5 ) 101573.73
16)
(7) 65467.50
1 B) 174724.04
(91 11125.54
(10) fi614.'i4
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5
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1. R.al E,'ato ISchodulo A)
2. Slackl and Band. (S,hodulo 81
3. Claloly Hold Stack/Pa~no..hlp Intoro.t (S,hodul. q
.c. Martgag.. and Nolll RlCllvable (Schedull 0)
5. Co.h, Bank alpolltt & Mllclllanlou. Plnanal Proplrty
(Schodulo EI
6. Jointly Ownod P,aporly (Schodulo I)
7. T,an"o.. ISchodulo GllSchodulo l)
8. Total Gron An." (Iolallln.. 1.7)
9. Funeral Explns.., Admlnlstratlv. Cosh. MIIe.lIanlaul
bp.n... (Schldull H)
10. Oobh. Ma~9a90 Uablllllo.. U.n. ISchodulo I)
11. Talal D.dudlan.llalaIUno. 9 & 10) (111
12. Not Valuo 01 EolalolUno B mlnu.Uno II) (121
13. Cha,lIablo and Ga,ornmont.1 Baquo.h (S,hadul. JI (131
U. N.I Valu. Sub .c1lo Tax lIn. 12 mlnulUne 13 1A
15. Spaulal Tranllo.. 110, datu 01 doath alto, 6.30.9~)
See Inslructlons far Applicable PlrClnlagl an Rlvl,.e K._.
Sldo. (Includo ualuu "am S,hadulo K a, Schodulo M.)
16. Amount of line U laxabl. at 6% role )( .06 .
(Includ. volulI from Schldull K or Schldul. M.)
17. Amaunl of line 1 A laxabl. at 15% ral. )( .15 .
{Includ. valulI fram Sch.dul. K or Schldule M.l
lB. Principal 10. duo (Add to. Iram Una I IS. 16 and 17.1 (IBI
19. Cr.dlh Spousal Pov.rly Credit Prior Paym.nll
+ 8493.00 119)
20. UUno 191'9,oalor Ihan Una lB. onlo, Iho dllfor.neo an Una 20. Thl. h ,h. OVERPAYMENT. 120)
II O,..rftI"I!IIII.....-......U_..I..I..4".~'lllIt.I.....mmn.......III_.1..,1..,u,!tt.......lI..
,.,
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B
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21. If lInl 1811 greollr than L1n. 19, .ntlr lh. dlff"lncl on lInl 21. This II Ihl TAX DU!.
A. Enl., the Inllrll' on thl balance dUI on lInl 21 A.
B. Enlo, Iho total 01 Una 21 and 21A an Un. 21B. Thl. II Iho BALANCE DUE.
Moka Chack Payablo la' 10gl.lo, 01 Will., Agonl
,.,'.
.
l7740.0B
J 56983..96
o
l569B3.96
9419.04
9419.04
8'MO.OO
1211
(21A)
(2IB)
479.04
o
479.04
Act '48 of 1994 provide. for the reduction of the tax rate.lmpo.ed on the net value of trander. to or for
the u.e of the .pou.e. The rate. a. pre.crlbed bV the .tatute will bel
e 3% (.03) will be applicable for ealate. of decedent. dvlng on or after 7/1/94 and before 1/1/96
. 2% (.02) will be applicable for e.tate. of decedent. dvlng on or after 1/1/96 and before 1/1/97
e 1% (.01) will be applicable for e.tate. of deced.nt. dvlng on or after 1/1/97 and before 1/1/98
. Spou.al trande" occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (.-0) IN THE APPROPRIATE BLOCKS.
YES 0
1. Old decedent make a tran.ler and:
a. retain the use or Income 01 the property translerred, ....................................................... X
b. retain the right to designate who .holl use the property transferred or Its Income, ............... x
c. fetaln a reversionary Interelt; or ................................................................................... x
d. receive the promise lor lIIe 01 either payments, benellls or care' .......................................
2. II death occurred on or belore December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate consideration' 11 death accurred alter
December 12. 1982. did decedent transfer property wllhln one year 01 deoth without receiving
adequate conslderatlon'..o ....... ................ ............... ....... ..........oo. It..... I...............,..............
x
x
3. Old decedent own an 'In trust lor' bank account ot his or her death"'....................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE StHEDULE G AND FI~E IT AS PART OF THE RETURN.
If'lUOl fI~ fU7)
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
COMMONWfAllH 0' PfNNIYlV.ANIA
INHIlITANCI TAX .nulN
.IIIDINT DKIDINT
Maynar:d L. Fair
CAn ,t....rt~ 1.ln.lr--ewn." with the Rl,hl _f .ufYlvo"hlp mu.t II. dllel..... _n Sch.dul. P)
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
DESCRIPTION
VALUE AT
DATE OF DEATH
Interest Checking account '50-7007-8789 in PNC Bank
Balance on date of death
Accrued interest to date of death
5050.B2
4.96
Passbook Savings Account '50-3000-1162 in PNC Bank
Balance on date of death
Accrued interest to date of death
11026.74
114.96
Passbook Savings Account '50-3000-6772 in PNC Bank
Balance on date of death
Accrued interest to date of death
3463.48
36.11
Passbook Savings Account '50-3011-0166 in PNC Bank
Balance on date of death
Accrued interest to date of death
53341.16
662.16
Certificate of Deposit 10433200117838 issued by PNC Bank
on 9/25/89
Balance on date of death
Accrued interest to date of death
5258.15
174.31
Certificate of Deposit 104532oolB5l79 issued by PNC Bank
on 3/22/95
Balance on date of death
Accrued interest to date of death
1??oo.00
159.45
Certificate of Deposit .0453200204236 issued by PNC Bank
on 5/04/95
Balance on date of death
Accrued interest to date of death
4000.00
35.51
Savings Account .5856 in Members 1st Federal Credit union
Balance on date of death
Accrued interest to date of death
552.72
1.20
5400.00
250.00
100.00
100.00
lB32.oo
1989 8uick Century - LMTD V-6 A/C-Power @ Sale Price
Furniture (Bed, desk and chair)
TV
Misc. Items
1995 Federal Income Tax Refund
TOTAL AI,o enler on line S. ReeD
(Aflach addltlonal 8Mi" )C II" ,h.." If mote 'poe. II n..ded.)
IIV,I~II".lhll
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_~,tNo
COMMONWEALTH OF PENNSYlVANIA
INHun4NCE TAX RnURN
RUIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Ploalo Print or T 0
EST E
Maynard L. Fair
ITEM
NUMBER
21-95-502
DESCRIPTION
AMOUNT
A. Funo,ol Exp.nloll
1.
Myers Funeral Home
$ 5032.50
B. Admlnlltrotlvo COltl'
1. Personal Repreltntative Commission.
Social Security Number of Person~1 Repr..entative:
Year Commission. paId
2. Attorney Fee. 5450.00
3. Family Exemplloo
Claimant Relation.hlp
Address oLClalmanl 01 decedenl', dealh
Street Address
Clly slale Zip Code
..s. P,obale Fee. 245.00
C. Mlleollonooul Exponlol'
1. Register of Wills - (2) Short Certificates 6.00
2. Cumberland Law Journal - Executor's Notice 40.00
3. The sentinel - Executor's Notice 68.84
..s. Postmaster - Certificates of Mailing (Notices Rule 5.6(a) 1.10
S. Register of wills - (6) Short Certificates 18.00
6. Register of Wills - (4) Short Certificates 12.00
7. The Patriot News - Ad (Auto for sale) 15.00
8. Myers Funeral Home - Death Certificates 39.10
CARRIED FORWARD S 10927.54
(If mort Ipaco II n..dod, Inlort addltlonallh.... of lamo lilt.)
RaV.III.oaK',7oI11
SCHEDULE "I"
DEBTS OF DECEDENT.
MORTGAGE LIABILITIES, AND LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mavnard L. Fair
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
FILE NUMBER
21-95-502
DESCRIPTION
AMOUNT
CLE Blood Bank - Account payable
Credit Card Department Mellon Bank - Account payable
Bell Atlantic - PA - Account payable
13.00
973.93
21. 73
Messiah village - Account Payable
Medical and surgical Center, Inc. - Account payable
5253.36
227.95
Messiah Villsge - Account Payable
Bell-Atlantic PA - Account Payable
credit Card Department Mellon Bank - Account psyable
35.59
2.59
credit Card Department Mellon Bank - Account Payable
Medical Surgical oiv. - Account Payable
Harrisburg Hospital - Account payable
40.50
10.76 .
20.31
14.82
TOTAL (Allo onto, on IIno 10. ReclPltuloUon)
. 6614.54
lit 11I0"1 ,,,a,..I, ""o,lIutln"'" futdltlO"ftl .hflfll\ of tIt"'" ,In'
,IIV,III1I\."'"
tb
(Ow.AQHW'AU" or "HN"l~.tu.
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l"IDlH' MeIDlH'
SCHEDULE J
BENEFICIARIES
ESTAU OP
Maynard L. Fair
ITEM
NUMBER
FILE NUMBER
21-95-502
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1.
A. Takable leque.hl
Jeffrey A. Fair
1110 West Powderhorn Road
Mechanicsburg, PA 17055
Son
One-half
2.
Gregory M. Fair
3000 C Hawthorne Drive
Dover, Delawsre 19901
Son
One-half
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Go.,.rnmenlal aeque.hl
1.
None
None
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aho ani a' on IIno 13, Rocopltulallon)
S None
III more .pac. I. needed, In.ert addltlanal .hee" af .ame .Iae)
~._,,,,,,......~_> '_>'HC'~. ,.
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Invenlory 01 Ihe real and personal eslale 01
Maynard L. Fair
deceased
._---~
Real Estate
PERSOtlAL PROPERTY:
1. 24 shs panhandlers Eastern corporation - common stock @ 24.59375
2. 3 shs Imperial Chemical Ind. - common @ 40.8437
3. 2 shs Thorn EMI 7.00 Pref @ 22.70
4. 1 shs zenith Electronics - common @ 7.78125
5. 659.354 ahs Keystone Balanced Fund K-1 @ 10.14
6. 4 shs Zeneca @ 51.75
7. Interest Checking Account 150-7007-0789 in PNC Bank
Balance on date of death
Accrued interest to date of death
B. Passbook Savings Account 150-3000-1162 in PNC Bank
Balance on date of death
Accrued interest to date of death
9. passbook Savings Account 150-3000-6772 in PNC Bank
Balance on date of death
Accrued interest to date of death
10. Passbook Savings Account 150-3011-0166 in PNC Bank
Balance on date of death
Accrued interest to date of death
11. certificate of Deposit 10433200117038 issued by PNC Bank on 9/25/89
Balsnce on date of death
Accrued interest to date of death
12. Certificate of Deposit 10453200105179 issued by PNC Bank on 3/22/95
Balance on date of death
Accrued interest to date of death
13. Certificate of Deposit 10453200204236 issued by PNC Bank on 5/04/95
Balance on date of death
Accrued interest to date of death
14. Savings Account 15856 in Members 1st Federal Credit Union
Balance on date of death
Accrued interest to date of death
15. 1989 Buick Century - LMTD v-6 A/c-power @ Sale Price
16. Furniture (Bed, desk and chair)
17. TV
CARRIED FORWARD
,., .
c
- -
NONE
590 25
146 53
45 40
7 70
6685 85
207 00
5050 02
4 96
11026 74
114 96
3463 48
36 11
53341 16
662 16
5250 15
174 31
1??oo 00
159 45
4000 00
35 51
552 72
1 20
5400 00
250 00
100 00
$107314 !i4
. ..........
~ " '.
COMMONWEALTH OF PENNSYLVANIA
COUNT\' OF CUMBERLAND
I
J
III
.___ _Jeffiret-A.-Eait:...-------- ---.-------- ----- - ..P-'
b.lng duly _8woa:n .ccordlng to I.w, d.po... .nd '.y' Ih.1 h. - is .~lll}__.__.__.. --.. -.--- --..
__Executor .___ 01 Ih. E.t.l. 01 Maynard L. Fair -..----
'01. 01 __._U~"_.~~l.l!!'_'!'o~!l~h~p_.._..__P._..______, Cumberl.nd County, P.., d.c.o..d ond thol Ih.
wllhln " on Iny.nlory mod. by him ' tho ,.Id Executor;
01 tho .ntlr. ..lot. 01 ,.Id d.c.d.nl, con."tlng .1 .11 Ih. p...ono' prop.rly ond r..1 e".I., exc.pl ..01 ..lei. ouhld.
Ih. Commonwo.llh 01 Penn.ylvonl.. ond Ihol the /lgur.. oppo.lt. IIch It.m 01 Ih. Inv.nlory r.pr..enl It', lolr y.lu.
e, 01 Ih. d.le 01 d.cedenl" deolh.
Ie..
, e~
. lULKDlKIIHK, Farr-----
Sworn to
end .ub.erlb.d belore m..
~_20,
_~4.-
1996
tJ IJrlnl .1
Chm1vn V. Guntio . tlotaiY Publir.
Mccll~nlc:'l:ll'r' \' .',(~. C\~:;,b'_'d.:r.d County
My Comn,i:.....:.',-. ,- ..'..~.:; H~y 1U, HI!)!)
Ml.'moor. Pc'; ~ ~::r-\i;;~~ \..,~.jJ:;.aiOfNotJn\."J
J~baniJ::Bbur::9 ,.1'1\..J.1055
Add,...
.-----
O.le 01 Oeolh
24
D.y
June
Month
1995
VII'
INSTRUCTIONS
I. An Invenlory must be /II.d wllhln Ihroe month. oll.r oppolntmonl 01 pe..onol reprOl.nfoltve.
2. A supplemenl Invenlory must be /II.d within Ihlrly doy. 01 dl.covory 01 .ddltlon.1 ."els.
3. Addlllon.1 .hoeh m.y b. .tt.ch.d II 10 p...on.lly or rully
4. S.. Artlcl. IV, Flducl.rl., Acl 01 1949.
lR
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,
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...... -- - --- ----- - - - - ---.- - .-- _.-, .-- ~_. "..- .-.- - - -- - - - - - --
"
RECEIVED fROMI
&
ACN
ASSESSMENT r:w
CONTROL ~
NUMBER
AMOUNT
SUNDAY WILLIAM L
39 W MAIN STREET
101
.479.04
MECHANICSBURG, PA 17055
ESTATE INfORMATION.
m flL NUMB
iii 21-1995-0502
E1 NAME Of DECEDENT (LAST)
II DATE Of PAYMENT
EI POSTMARK
COUNTY
SSN 196-14-16&4
(FIRST) (Mil
,
DATE f DEATH
II TOTAL AMOUNT PAID
.479.04
VZ
REMARKS
SEAL
JEFFREY A FAIR
C/O WILLIAM L SUNDAY ESQ
CHECK" 1052
REGISTER OF WILLS
I
>.,11:, ^ .
RECEIVED BY " 1 (, '. r . I . . "-", .) c"...>
// SlDNAJUU, _._ ' .
.. pt.'" )', ,. /
MARY C. LEWIS ..'~
REGISTER OF WILLS /,/.//
-r-----~ --:"" _~ ~_ - ~-,~,~-,~~,::--'- -;- --:::7 -;;":'" ~,:",. '-,-- - - -~ - - -~ -r- ---;:.- - -r- --. .
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y
CERTIFICATION OF NOTICE UNDER RUI,E 5.6(11)
Name of Decedent I
Ma~Arn To. FAir
Date of Deathl
.1un.. :;>4. 1 qqC;
Will No. 21-95-502
Admin. No.
To the Register!
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court 'l\u1es was served on or mailed to
the following beneficiaries of the above-captioned estate on
July 14. 1995 I
Name
Address
Jeffrey A. Fa1r
"'0 w. Pnunprhnrn R~n
Gregory M. Fair
Mechanicsburg, PA 17055
3000 C Hawthorne Drive
Dover, Delaware 19901
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except None
Datel
.f~_." /L../"
Signature
.1u1y 14. 1qqC;
Name
william L. Sunday
Address 39 West Main Street
'rid "/.
:d
Mechanicsburq, PA
17055
~ J.
';'1)"0
, -'10
Telephone (717) 766-9622
"';..0 -,
C/. i.a, III lnr
[6.
Capacity:
Personal Representative
X Counsel for personal
representative
C;'/!,:-t
JO
;r';,":'l:J'
. -
,...........
..".I...~'tJ
",.
Name(s), address(es) and telephone number(s) of all counsel
Name
Address
Telephone
WilHAm r._ Illlnrlay
1q WeRt MAin Ilt"PA~
(7171 766-9622
. .
Mechanicsburg, PA 17055
Additional Information may be obtained from
Date
the undersigned.
~;.,.. ~Lu'k".,
/
Julv 14, 1995
Signature
Name
William L. Sunday
Address 39 West Main street
MechanicsburQ, PA 17055
Telephone (717) 766-9622
Capacity, Personal Representative
X Counsel for personal
representative
..
-
l.~ " \. ), ~'.:\ -7
. _ c J Lf
NOTICE OF DENEFICIAL INTEREST IN ESTATE
DEFORE TilE REGISTER OF WILLS, COUNTY OF Cunoorland
, PENNSYLVANIA
In re Estate of
Maynard L. Fair
, deceased,
No. 21-95-502
of Cumberlsnd County, PA
TOI
Gregory M. Fair
3000 C Hawthorne Drive
(beneficiary)
(address)
Dover, Delaware 19901
Please take notice of the death of decedent and the grant of
letters to the personal representative(s) named below. YOll may have
a beneficial interest in the estate as followsl
One-half (~) of F.AtAt..
(if additional space is needed, use back of page)
Name of decedent
Mavnard L. Fair
Last known address
of decedent
Messiah Villaqe, 100 Mt. l\llen Ddvp., tJpp"r
Allen Township, Cumberland County, Pennsylvania
Date of death June 24, 1995
place of death
lIarrisburg 1I0spital, IIsrrisburg, PA
County of grant of original letters
Cumberland
Decedent died
intestate.
X testat.e
A copy of the will X is
is not attached.
Name(s), address(es) and telephone number(s) of all personal
representatives appointed
Name
Address
Telephone
(717) 691-6746
Jeffrey A. Fair
1110 W. powderhorn Road
Mechanicsburg, PA 17055
.. . f .
Nome(B), addreBB(es) and telephone number(s) of all counsel
Name
AddresB
Telephone
WilHIlm r.. RllnMY
~q WAR~ MAin ~~rAA~
(7171 766-9622
Additional Information may be
Date Julv 14, 1995
Mechanicsburg, PA 17055
obtained from the, underBi~n~.
Signature ~~/U ~~d;.,,,Y'J'
Name william L. Sunday
AddreBB 39 West Main Street
Mechanicsburq, PA 17055
Telephone (717) 766-9622
CapacitYI Personal RepreBentative
X CounBel for personal
representative
'~~~.Q:~:';i,;~~i'r.l~:i:t,;,~t.t:t;~~\...ul;d\'~'iF....."~"'~.-'--"~'~"~"-'''''M-_4:V
vi
.' .'1 ') (J
/j'v,.x-/
REV-1547 EX AFP 112-95*
CDHHONWEAlTH Of PENNSVlVANIA .
DEPARTMEHT OF REV[HU[
BUREAU Of IHDlvlDUAL TAMES
DCPT. UUOl
HARRISBURO, PA 171'.'0.01
(!v-
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF OEDUCTIDNS AND ASSESSHENT OF TAX
DATE 07-08-96
DAY! OF DEATH 06-24-95
FILE NO.
COUNTY
CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PDRTION DF THIS FORH WITH YOUR TAX
PAYHENT TO THE REOISTER OF WILLS. HAKE CttECK PAYABLE TO "REGISTER DF WILLS, AGENT"
REMIT PAYMENT TOI
WILLIAM L SUNDAY ESQ
39 W MAIN ST
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount R..ittad
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:is4rEx-iiiip--n2':m--tiiificn'F'YN'HEiiii'ANcE-TAx-iiPPRiiisEifEtiT-'--iii.i"ciiiANCE-b-ri--m--mm----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FAIR MAYNARD L FILE NO. 21 95-0502 ACN 101 DATE 07-08-96
TAK RETURN WAS, I XI ACCEPTEO AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Raal Eat-t. (Schedul. A) U)
2. Stocke and Bond. (Schedul. 8) (2)
5. Clo.ely Held Stnck/Partna"lhlp Int.r..t (Schedule C) (3)
4. Hartg.gal/Not.. Recaivabl. (Sch.dul. DJ (4)
S. Cash/Bank Dapollta/Hlac. Parlonal Property (Schedul. E) (5)
6. Jointly Owned Property (Sch.dul. fJ (6)
7. Tr.nlfar. ISchedul. OJ (7)
8. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funeral Expen.e./Ad". Co.ts/Hi.c. E)(pen... (Schedule H) (9)
10. Debts/Hortgege Liabilities/Llena (Schedule I) IIOJ
11. Totel Deductions
12. Nat Value of TaK R.turn
15. Charitable/GovernMent.l Bequa.t. (Schedule J)
14. Het Valu. of E.tat. Subjact to TaK
If an lIssassment was issued proviously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAXI
15. Amount of Line 14 at Spousel rata (lS)
16. A.aunt of Line 14 taxabl. at Lin.al/Cla.. A rate 116J
17. Amaunt of Lin. 14 taxabl. at Collateral/Cia.. 8 rat. (17)
18. Principal Tax Du.
TAX CREDITS I
PAYHENT
DATE
09-21-95
03-21'96
NOTEI
) CHANGED
.00
7.682.81
.00
.00
101.573. 73
.00
65.467.50
IBI
174,724.04
11 , 125 . 54
6.614.54
IIlI
1121
I1S1
1141
17.740 OR
156.983.96
.00
156.983.9:',
14. 15 lInd,or 16, 17 and 18 will
returns assessed to date.
RECEIPT
NUHBER
AA082165
AA112644
DISCDUNT (.)
INTEREST (.)
447.00
.00
.00 K .00.
156,983.96 x.06.
.00 x .15.
1181
.00
9,419.04
.00
9.419.04
AHDUNT PAID
8,493.00
479.04
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AF1ER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
9,419.04
.00
.00
.00
IF TOlAL DUE IS LESS THAN n. NG PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTEO AS A "CREDIT" ICRI, YDU HAY BE OUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FDR INSTRUCTIONS.)
PENALTY I
q
- ~
.,
() ~f~ 00
r.J:
'i'
q =l
u
') ~) ~
to a:
a:
t~~
_'(1..
'. c:
00
RESERVATION I E.t.t.. 0' d.c.d~t. dvlng on or b,'ar. D.c..b.r Ir, 198r .. I' anv future Int.r..t In the ..t.t. I. tran,'.rr.d
In pa.....lon or .nJov.~t to el... . (coll.t.r.l) b.n"lcl.rl.. 0' the d.c.d.nt ,'t.r the 'MPlratlon 0' anv ..t.t. 'or
II', or 'or v..r., th. COllonwe.lth h.r.bv 'Mpr...lv r...rv.. the right to .ppr.I.. and ...... tran,'.r Inh.rltanc. ,....
.t thl law'ul CI... . (coll.t.r.l) r.t. on .nv .uch lutur. Int.r..t.
PURPOSE OF
HOTICEI To fulllll the raqulra..nt. 0' S.ctlon 1140 0' the Inh.rltanc. .nd E.t.t. T'M Act, Act It of 1991. 1t P.S.
Stctlon nu,
PAVH[HT I
D.tlch the top portion 01 thl. Notlc. .nd .ub.lt with vour PIVltnt to the R.gl.t.r 01 Will. prlnt.d on the r.v.r.. .Id..
"Hak. ch.ck or IIOn.v ord.r p.yebl. tal REGISTER OF MILLS, AGENT
All p'VI.nt. r,c.lv.d .h.11 flr.t b. .ppll.d to any Int.r..t which ..y b. due with any r".lnd.r appll.d to th. t.x.
REFUND eCR) I A r.'und 0' . till. credit, which WII not ttq"..t.d on the Tax R.turn, I.y b. requ..t.d by coaphUna .n "Appllutlon
for R.fund 0' P.nn.ylv.nl. Inh.rltlnc. Ind E.tat. T.M" (REY.IS1S). Appllc.tlon. Irl IVlllabl. .t th. o'flc.
0' the R.gl.t.r of Will., any of the IS R.vanua Ol.trlct offlc.., or bv c.lllng th. .p.cl.1 '4-hour
an.w.rlng ..rvlc. nuabar. 'or fori' ord.rlngl In P.nn.ylv.nl. 1-800-S6'.'OSO, out.ld. P.nn.ylvanla .nd
within 10cII Harrl.burg .r.. 17171 787-8094, TOO' (717) 77'-"5' (H..rlng IIp.lr.d Onlvl.
OaJECTlONS~ Any partv In Intarllt not """I.d with the .pprall..ant, .llowanc. or dlnllaw.net 0' d.ductlon., or .......ent
0' tIll. (Including dl.count or Int.r..t' .. .ho,," on thl. Notlc. ~.t obJ.ct within .Ixty (60) day. of r.c.lpt of
this Hotlc. bVI
ADMIN
ISTRATlYE
CORRECTIONS I
--written prot..t to the PA D.p.rt..nt of R.v.nu., 80.rd of App.al., D.pt. ZaIO'I, H.rrl.burg, PA 17IZ8-IO'I, OR
".I.ctlon to h.v. the .attar d.tartln.d It .Udlt of the .ccount of the p.tton.1 r.preuntatlv., OR
.-.pp..1 to tha Orphan.' Court.
DISCOUNT.
Flctu.1 .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In wrltlna tal PA O'Plrt..nt of R.v.nu.,
BUtt.u of Individual T...., A"HI Po.t A.......nt R.vlaw Unit, D.pt. Z80601, Httr..burg, PA 17128-0601
Phon. (717) 187.6S05. S.. pag. S 0' tha bookl.t "In.tructlon. for Inh.rltanc. Tax Rlturn far. R..ldant
D.c.d.nt" (REY-ISOI) for an .xpl.n.tlon a' ad.lnl.tratlv.ly corr.ctlbl. .rror..
If anv t.M due I. paid within thr.. (51 c.l.ndar .onth. .ftlr the d.c.d.nt'. d.ath, . 'Ive p.rc.nt (S~) dl.count 0'
the t.M p.ld I. Illow.d.
Th. 15~ t.1l. .an..tv non-p.rtlclpetlon p.n.lty I. co.put.d an the tot.1 of the tax end Int.r..t .......d, end not
paid b.for. Jenulry 18, 1996, the 'Ir.t day eft.r the Ind of the t.1l. ..na.ty periOd. Thl. nan-p.rtlelp.tlon
p.n.lty I. .pp.al.bl. In the .... ..nnar and In the the .... tl.. periOd .. vou would app..1 the t.1l. and Int.r..t
thlt ha. bl.n .......d .. Indlc.t.d on thl. not Ie..
INTEREST I
Int.r..t I. chlrged beginning with flr.t d.y a' d.llnqu.ncy, or nln. (9) lanth. Ind on. (1) d.y fro. the d.t. 0'
de.th, to the date of p.v.ent. T'M" which b.c... d.llnqulnt b.for. Jlnu.rv I, 1981 b.ar Int.r..t .t the r.t. of
.1. (6~) p.rcant p.r annul c.lcul.t.d at . d.IIV r.t. of .000164. All t.... which bee... d.llnqu.nt on and aft.r
Janu.ry I, 1'8' will b..r Intlr..t .t a r.t. which will varv fro. clland.r v..r to cal.nd.r y..r ~lth that t.t.
announc.d bv thl PA D.part'ent 0' R.vanu.. Th. .ppllc.bl. Int.r..t r.t.. 'or 1'82 through 1996 .r'l
~ Int.r..t Rat. D.llv Inter..t F.ctor :!!!r Int.r..t Rat. D.lly Inter..t Factor
na, %OX .DDOSU 1'81 'X .000247
1981 ..X .000438 1988-1991 IlX .000301
1984 llX .000301 I99Z 'X .DD0241
1985 U:C .000356 1993-1994 'X .00019'
19a6 U:C .000274 I99S-1996 .X .000'41
nInhr..t 11 c.lcul.t.d .. follow..
INTEREST . BALANCE OF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREBT FACTOR
.-Any Hotlc. I..u.d aft.r the t.M b.co... d'llnqu.nt will r.fl.ct an Int.r..t c.lcul.tlon to ,Ift..n (IS) day.
b.yond the date of the ........nt. If p.y..nt I. ..d. .,t.r the Int.r..t coaput.tlon d.t. .hown on the
Hot Ie., .ddltlon.1 Int.r..t au.t b. c.lculat.d.
. .
.
~.'" _....or-'.-' _,_
,
-.,-- - - - --'-.- - - - - -- -- .-- -- ..-.- - "-- -_.- ---- -.-. -- -- --'"- -- - - - - - - -'--.-
I
I
I
I
I
I
,
,
,
J
, ,
RECEIVED FROM.
;'~l.~*ffJ.~~:it~~~~i~~:;:~?:'t~~
,";:..:.INNsYLVANIA'INHIRITANCI AND, mATlT~l \~
ACN
m ASSESSMENT P:'
II CONTROL Iil1
NUMBER
\
"
"/
.~
WILLIAM L SUNDAY ESQUIRE
lul
..:I~;).uu
AMOUNT
,
!l
,
39 WEST MAIN STREET
MECHANICSBURG, PA 170ee
I
!
fOlOH'" ;
!SlATE IN/ORMATION.
!t /I NUMBER
U e 1-1 993-0eOe
!II NAME 0/ DECEDENT (lAST)
Ir.I FAIR MAYNARD L
II DAlE 0/ PAYMENT
m PO TMARK IE
COUNTY
SSN 196-14-1604
(/IRST) (MI)
CUMBERLAND
DAT 0/ D ATH
SEAL
JEFFREV A FAIR
C/O WILLIAM L SUNDAY
CHECK" 1061
m TOTAL AMOUNT PAID
"
ESQUIRE
.3Be.00
SK
,.
REMARKS
REGISTER OF WILLS
,
RECEIVED BY ~..L'1.
MARY C. LEW SA. 'Hh/ ;.?-f-Aj:.
REGISTER OF WILLS 0
..
.. --:-:--.---- --~----~.------....-- --.--..--.- "~.- ----,.- - -..- - ------7."""""f .....,
,
I
...
t, .
i
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,
,
.~... -- - .....
..-.....
-~
,.
. j...e_"
--._-~_I
,-
c..-
"". ~-:-.
I
20. If lint 191, greale, than Line 10, .nl.r the diff.renct on Lint 20. This" ,h, OVERPAYMENT,
Ii! 0
21. If Lint 181, grealer thon line 19, .nl., th, diff.rence on line 21. Thl,l,th. TAX DUE.
A. Enler ,h, Inl.,..t on th, bolance due on lint 21A,
B. Ent., th, lolal of LIne 21 and 21A on Lint 218. Thl, 11th, BALANCE DUE.
Malee Chick Payabl. tal Regl.t., of Will., Agent
t' ~BE SURE TO ANSWER ALL QUesTIONS ON REVERSE SlOB AND TO RECHBCK MATH'i.o(. .,7~~l~,il'.' .,
Under plnollhll of p.tfury. 1 declor. thot I have exomlned this relu,n. Including occompanylng Ichedule. and Itotem.nll, and 10 the b..t of my knowledge Dnd bell.f,
Ill, IruI, corrtcl and campi It. .c1ot Ihal 011 ,.01 ..1011 hOI be.n r.ported allru. mo,ket valu.. Declaration of prepare' olh" Ihon Ih. p.nanal rtpr...ntollv. 11
bOled on olllnlo 110 w pre r.r hat any knowledge.
SlQNA1Ul!t 0' " NSI (VI(1URN AD OR US West powderhorn Road DAU
Mechanicsbu PA 1705 D""- 1/ . lqqfi
ADD"" 39 West Main Street OAt!
M~J:91 PA 17055 Dec. 11, 1996
If V ISIIO lilt I' q~1
l!!
..s..
Ill&:~
%09
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:/lffi
"'0
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B~
.
A. f) ..,1
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1,1,., (, )
. I'
._ '''1' r
., _.
~~~~
J'OR DATU 0' DIATH AnlR 12/21191 CHICK ItlRl
" A SPOUSAL
POVIRTY CRlDIT IS CLAIMID 0
F1LINuMii'i ,,--
21-95-502
COlJNTY CODE YEAR NUMBE~
IIIClOlUl'S l.OMPLIII AUUR,U - - -
1,.- ".' I
. ) "/.~ .,(
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
C'----
I-
i5
lil
bl
o
C.OMMOUW(Altll {)I f'lUtUnvAtIIA
UlPAIIMINI 0' JlfvruUf
Of PI 280(101
UAUISlURO. rA I1UI.0601
OiUOlUI'S t~AMIIIA". flU.. AiiD MIODIt Itm'IAlj-
Fair, Maynard L.
iiX{~~~~~~i":~~ r~/~~~~5_ J:~;!;~~'H
I" '~i~'" '""""'" .~". ..,., ".. ,,,,,,,,,..,,,,,, """'" l,oclA. ~)~'" HUM'"
None
03.
05.
.Q.. B.
Tolol Number of Sof. Oepolll BOUI
100 Mt. Allen Drive
Mechanicsburg, PA (Upper Allen Twp.)
C.,.I Cumberland
AMOUtH UCIIV(D (sn INS1IUC1l0NSt
n 1. Original Return
Remainder Return
(for dol II of dealh prior 1012.13.821
Fed.rol Ellole TOR Return Required
IXI 2. Supplomonlol R.lurn
[I ..t. limited fltote C] ..tn, future Interelt Compromhe
(for dolel 01 dloth after 12.12.82)
r~ b. Decedlnl Died Telloll [J 1. Deudenl Molnlolned a living T,ull
(Attach copy 01 Willi (Alloch copy 01 Trulll
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
UAM( COM'll E MAlut~O AOOIUS
Wi11!am L. Sunday 39 West Main Street
",,,,,olll HUM'" Mechanicsburg, PA 17055-6230
766-9622
'"
z
o
5
g
III
'"
1. Reol Eltall (Schedule A)
2. Sloth and Bondi (Schldull 0)
3. ClOllly Held SlockfParlneuhlp Inllllll (Schldule C)
... Marlgogll and Nole. Recelvobll (Schedule 01
5. Cash. Bonle Depolitl & Mllc,lIaneoul Plunnol Property
(Schodulo EI
6. Jolnlly Owned Properly (Schedule f)
7. T,on"... (Schodul. GIISchodul.l)
B. Total G'OIl Allell (totollln'. 1.71
9. Funeral bpenlel, Administrative COlli, Mhclllon,oul
EMpenlll (Schedule HI
10. Oebh. Mongog, llabllillll, Uens (Schedule II
11. Tolol Deduction. (Iotolllne. 9 & 101
12. Net Value 01 Ellole (llne 9 mlnul lIn, 111
13. Charitable and Governmental Bequestl (Schedule JI
1..t. Net Value Sub ect to TOM (lIn. 12 mlnu. lInl 13)
1 S. Spoulol Trondl" (for dale. of d.alh alter 6.30.9..t1
5.. 1"ltrudlon. for '\ppllcabl. Percenlage on RevI,.e
Sid.. (Includo valuo. from S<h.dulo K a' Schodulo M.I
16. Amount of llne 104 taMable at 6% rol.
(Include valu.. from Schedule K 01 Schedule M.I
17. Amount of line 104 IOMobl. at 15% role
(Includ. value I from Schedull K or Schedule M,)
lB. Principal 10. duo (Add 10' I,am Un.. IS. 16 and 17.1
19. Credill Spoulol Ponrly C,.dll Prior Payments
+
111 -,
(21 .
(31
(A I
(51 17.85
(6)
(7)_6131.6.7.
(QIJ?":!,~6
(101
111) 125.38
(121 6024.14
(131 0
(IA 6024.14
><. ..Q... 0
)( .06. 361.45
)( .15 II 0
liB) ~6) 45
IIQ) n
(20)
(21) 361.45
(2IA) 23.75
(21BI 385.20
(BI-614Q'i7
1151 0
116) 6024.14
(17) ---D
z
o
!;i
~
..
o
u
S
Discount
Inlere.'
+
Check hew II you OIC rcquestlng a rcfund of your o"e~ptlymcnl.
.
~
- . .,.....,..,---..."""'; ~~.__.".. '.,
"..UlOU' ''''7). J SCHEDULE G \
CO....OHWIAl1H Of "HH"'VAHIA TRANSFERS
IHH:mtr..w::~::~VOH PlEASE PRINT OR TYPE
____ ____ .__.-----.~.--=~---:::~~-=:=;:::---:---.="--:;-~~~...:.-:.:"..:==-~=L=.;:---.---........ --
ESTATE OP FILE NUMBER
Maynard L. Fair ______ 21-95-502
THIS SCHEDULE MUSl BE COMPLETED AND FILED IF 1HE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
------. DOLLARVMU~
ITEM DESCRIPTION Of PROPERTY 10TAl VALUE DECD,
EXCLUSION .~, Of OECEDENT'S
NUMIER '"eMIt nOfM 01 the trans',"" Ih.iI ,"otionship to Jt<flI""j Jol. of ',ans'", Of ASSET INTEREST
1. Annuity Contract issued on April
10, 1989 by John Hancock to Maynard L.
Fair for Acccmnodator 2000 VOO94300
Beneficiary: Marian Fair, Wife
The said Marian Fair died 1/8/92.
proceeds were paid to Estate on or
about July 19, 1996 after the asset was
discovered following receipt of
statement dated 4/10/96 and confirmation
of transaction dated 4/09/96.
Value on date of death $ 6131.67 100\ $ 6131.6
TOTAL (Also enl., on IIn. 7. R.copllulallon) S 6131.67
'" more space is nHdeJ. in..rt addafottal.h..,. 01 ,om' size.'
7
1I",,\SIII" 1"'11
C).~.~
'f'ffiII~
COMMONWl....ltH O. PIHNIVlV....HI....
lHHUn....HCI1...... U1UlH
lUIDlN1 DICIDINT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
21-95-502
AMOUNT
Ma nard L. Fair
ITEM
NUMBER
DESCRIPTION
A. Fun.ral Exp.n.'"
t.
B.
t.
2.
3.
4.
C,
t.
2.
3.
4.
5.
6.
7.
B.
. Admlnl.tratlv, Ca.l.,
Peroanal Rep,..entallve Camml..lan.
Social Security Number 01 Per.anal Repre.entatl.e,
Year Comml..lan. paid
Attorney Fee.
Family exemption
Clolmonl
Addre.. 01 Claimant 01 decedenl" deolh
SI,.et Add,...
City
Relallon.hlp
Slale
Zip Code
Probate Foe.
MI.c.llaneau. Exp.n.'"
John Hancock _ surrender charge on date of death
John Hancock _ Contract fee on date of death
$
95.38
30.00
TOTAL (AI.a enter on line 9, Recapitulation)
(II mar. .pace I. n..ded, In..rt additional .h..t. of .am' .Iz..)
s
125.38
. " .
I(V.I$IIUtlU1)
.
COMMONINUlI" O' HNNI'IVANIA
IN"II".Ne, fA. .nU'N
.IIIDINfDICfOfHI
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Maynard
ITEM
NUMBER
L. Fair
21-95-502
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. TOAobl. BeqU..hl
1.
Jeffrey A. Fair
1110 West Powderhorn Road
Mechanicsburg, PA 17055
Son
One-half
2.
Gregory M. Fair
3000 C. Hawthorne Drive
Dover, Delaware 19901
Son
One-half
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
e. Charitable and Governm.ntal eequ.'hl
1.
None
None
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Alia onlor on Una 13. Rocopllulotion)
(If mar. .pac. II n,.d.d, Inllrt additional .h..t. of .am. .11.)
5
None
/.)..1'7' C/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
v
f*
BUREAU OF INOIYIDUAL TAXES
IHHUIfAN([ fAX DtlllSIOft
DEPf. UUDa
tIARRUIURG, P' 17121.0601
....,..". I" Ilr.'"
WILLIAM L SUNDAY
39 W MAIN ST
MECHANICS BURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-06-97
FAIR
06-24-95
21 95-0502
CUMBERLAND
101
MAYNARD
ESQ
PA 17055
A.aunt R..Uhd
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTEI To Inlur. prop.r cr.dlt to ~our account, lub.it th. upp.r portion of thl. for. with your t.. pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
ifiV':i6ij'j-ix-AFj.--mr:96-,----miiiiii.iiiifiiiiYAili:E"fAX-STATEiiE'tWilTACCOUNTnji...----.-.mm-mm-
ESTATE OF FAIR MAYNARD L FILE NO. 21 95-0502 ACN 101 DATE 01'06-97
lNIS STATENENT IS PROVIDEO TD ADVISE OF TNE CURRENT STATUS OF TNE STATED ACN IN TNE NAHED ES1ATE. SNOWN BELOW
IS A SUHHARY OF TNE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS. TNE CURRENl BALANCE, AND. IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 07-01-96
PRINCIPAL TAX DUE, 9,419.04
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST (-)
09-21-95 AA082165 447.00 8,493.00
03-21-96 AA1l2644 .00 479.04
12-12-96 AA184948 .00 385.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
9,804.04
385.00CR
.00
385.00CR
. IF PAID AFTER TNIS DAlE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS TNAN ll,
NO PAYHENT IS REQUIRED.
IF lOYAL OUE IS REFLECTED AS A "CREDIT" ICR),
YDU HAY BE DUE A REFUND. SEE REVERSE SlOE OF TNIS FORH FDR INSTRUCTIONS.
L
Rec(;"
Rek"f'
of
W,ils
'97 JAN 17 All:4 B
Cler, .
CUmlJ..:
,.u,lfI
..,' '''':J.. PA
P'VHENT I
D.tlch thl top portion of thl, Natlc. end .ub.lt with your ply..nt ..da paYabla to thl n... and addr...
prlntad on thl rlv.r.. .Id..
If RESIDENT DEClOEH1' ..k, chIck or lonay order pIYlbl. tal REGISTER OF WILLS, AGENT.
If NOH-RESIDENT DECEDENT aakl chIck or aon.y order pIYlbl. tot COHHOHWEALTH OF PENNSYLVANIA.
All p.,.~t. recllvld ahall b, .pplled flr.t to any Inter..t whIch ..y b. due wIth Iny r...lndar .pplled to the t...
REFUND (CA)I , r.fund of . tl. credit, which WI' not r.queltld on thl TI. A.turn, ..y bl r.qu..t~ by co~l.tlng an
"Appllcltlon for R.fund 0' Penn,ylvanJ. Inherltancl and E,t,t, T.." (REV-ISIS). application. .r. Ivallabl. at
the OffiCI of thl Rlg1,t.r 0' Willi, ,ny of thl ZS Aavlnue Olltrlct Dfflc.. or fro. the D.p.rt..nt.. 24-hour
In.w.rlna .erv1c. nY8ber. for for.. orderlnal In P.nn.ylvanll l-IOO-362-20S0, out.lde penn.ylvanla
and w1th1n 10c'l Harrl.bura are. (717) 787-8094, TDD' (717) 772-2Z52 (Haarlna I.palr.d only).
RfPLY TDl Que.tJon. r.a.rdlng .rror. contaln.d on this notlc. .hould bl IddrUlld tal PA Depart.."t of R.v.nua. lur.",
of IndIvidual T.x.., ATTNI Po.t A......."t R.vlew unit, Dept. Z80601, H.rrl.burg, PA 17IZI-0601, phon.
(117) 181-65DS.
DISCDUHTl
If any tax due I, Plld within thr.. (3) c.l.nd.r .onth. .ftlr the dlc.dent', dllth, I flv. parclnt (S%J dl.count
of the t.x paId hallowed.
PENAlTYl
The IS% tax aane.ty non-participation p.nalty 1. coaput.d on tha total of the t.x .nd Int.re.t '."'.Id, end not
paid b.forl January II, 1996, the flr.t dav .fter the .nd of thl t.k aana.tv periOd.
IHTEREST I
Interl.t I. chargld bealnnlng with flr,t day of dellnqu.ncv, or nlnl (9) .onth. and on. CI) dav fro. thl date of
d.ath. to the dlte of pay.ant. 'axa. which baca.. d.llnqu.nt befora January 1, 1982 b..r Int.re.t at the r.t. of
.Ix (6X) parc.nt per annue calculatad .t . dally rate of .000164. All taxa. which blc..e dallnquant on .nd efter
January I. 198Z will bear Intere.t .t . rete which will vary fro. calendar yaar to celendar year with th.t rat.
announcld by tha PA D.p.rt..nt of R.vanua. Tha applicable Intar..t rate. for 1982 through 1991 aral
Vlar
Jntar..t Rat. DailY Int.r..t F.ctor
Vear
Jnterl.t Rat.
Dallv Jntara.t Factor
1982 "X .000S48 1987 'X .0002tt7
1985 "X .00DOa 1981-1991 llX .000SOI
1914 IIX .DOOSOI 1992 .X .000247
1985 UX .0003S6 1993-1994 7X .00019Z
1986 I'X .000214 1995-1997 'X .Oaa2U
nJnter..t ., c.lcul.tad a. followll
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlca I,.uld aftar tha taM baeD... dellnquant will raflect .n Interelt calculation to '1ft.." (IS) day.
beyond thl data of thl ........nt. Jf pay..nt I. .ade .ft.r thl Int.r..t co.putatlon date .hown on the
Hatlca, additIonal Intare.t au.t be calculat.d.
15 n - (I
IUREAU OF INDIVIDUAL TA~ES
INHERItANCE: TAil DIVISION
DtPT. n0601
IIARAUSURO, PA 17UI'0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C-
NDTICE OF INHERITANCE TA~
APPRAISEHENT, ALLDWANCE OR DISALLOWANCE
OF DEDUCTIDNS AND ASSESSHENT DF TA~
WILLIAM L SUNDAY
39 W MAIN ST
MECHANICSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-10-97
FAIR
06-24-95
21 95-0502
CUMBERLAND
101
AMount R...itt.d
PA 17055
*'
....n"u,,, 11l"U
MAYNARD
L
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii,{Y:is4j-EX-AFii-nZ-:96Y"iiiificE--OF-YNHEiiifiitici-TAX-XppRXiiiEi.f€ii'i'-.--ALi:owi,tici-i:ili-m-mn-------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FAIR MAVNARD L FILE NO. 21 95-0502 ACN 101 DATE 02-10-97
TAX RETURN IIASI (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI SUPPLEMENTAL RETURN
1. Roal Eotata ISchadula AI III
2. stock. and BondI (Schedul. 8) (2)
5. Cloa.ly Hald stock/Partnerahip Inter..t (Schedule C) 15)
4. Hartg.g'I/Not.. Receivable (Schedule DJ (4)
5. C..h/Bank Oapolltl'Hllc. Parlonal Property (Schedule E) IS)
6. Jointly Owned Property (Schedule F) (6)
7. Tranefara (Schedul. 0) (7)
8. Tot.l A...t,
) CHANGED
NO. 01
.00
.00
.00
.00
17.85
.00
6.131.67
(I)
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funaral E~p.n.../Ad.. Coata/Hi.c. Expans.. (Schedul. HJ (9)
10. albtl/Hortgaga Ll.billti../Llan. (Schadule I) (10)
11. Total Daduction.
12. Hat Valua of TaK Raturn
1S. Charltable/Govern.antal B.qua.t. (Schadule J)
14. Hat Value of E.t.t. Subject to TaK
125.3B
.00
Ul)
U21
USI
U41
HOTEt To In.ur. proper
cradit to your account,
.ubelt tha uppar portion
of thl. for. with your
taK payaMt.
6,149.52
17~ :'IR
6,024.14
.00
163.008.10
NOTE I
14, 15 and/or 16, 17 and 18 will
raturns assassad to data.
If an ossassment was issued previOUslY, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAXI
15. A.ount of Lina 14 at Spou..l r.te (15)
16. AMount of Lina 14 taxable at LlneaI/Cla.. A rata (16)
17. A.ount of Llna 14 taKab1. at Coll.taraI/C1a.. 8 rata (17)
1a. Principal TaK Dua
TAX CREDITS I
PAYMENT
DAlE
09-21-95
03-21-96
12-12-96
.00 X .00.
163,OOB.I0 ~ .06.
.00 X .15.
UII
RECEIPT
HUl1BER
AA082165
AA1l2644
AA184948
DISCOUNT (tl
INTEREST (.)
447.00
.00
23.48-
AHOUNT PAID
8,493.00
479.04
385.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
9,780.49
.00
9,780.49
9,780.56
.07CR
.00
.07CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDllIONAL IN1EREST.
IF TOTAL DUE IS LESS THAN 'I. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY SE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
u'"
r.l'~
();:.....
.'
:-r
/'J
Q..
o
-
C:
, ,
c-
,~
(J ;:.
'~ ~.
,';1 -I'
il ....
Q"
Ol.;.!
Ole:
a:
gJ
p;
;;
,n
.g
8c:S
REIERYATJOHI EIt.,.. 0' dec....... dying on or bII'or. Dee__, 12, 1911 ... If MY future lnteru' In the ..t.t. t. 'rlnd.rr.
In po.....lon or ."Jo,..,t to ct... . (call.tlnl) beMfloS.,... of U. decedent .fhl'" the expiration of "'1 ..t.t. far
11'. Dr for w..r., the C~.lth her~v Ixpr...I>> r...rv.. the right to "'1"'.1.. Ind ...... t,..".',1'" Inherlt~. Tlw..
.t the laM'ul Cia.. I (col1...,..1) r.t. on InV .uch future Int.r..t.
PURPOO[ '"
NCJTlctl To fulfill the ,.....,....". of Section IUD of tM Jnher1t~. Met E.t.,. Tax Act, Act 21: of 1"1. n P.I.
hellion IUD.
PAvttENTt DetKh the top portion 0' thll NoUn ~ .w.1t ..Uh your 'lYNn' to the Regl"'r 0' NUll prlntld on the nv.r.. ,I..
uH'" cr.ck or IIOMV order pIyltbl1 tal REGISTER OF MILLS, AGENT
AU p.penh rHllved shlill ,1,..t be applied to ."v Int.r..' Which "V H due with "'1 ,....1".1" .".Ued to the tax.
RUUHD (CAh A ,..,WMt of . tu credit, which .... not nq.....ted on thli "lC Adurn, .n b. nque.tld by cHII1.tln. .., "Appllc.tlon
for A.hnI of P.,.".vlv...l. InhultWIC' IW1d E.t.t. TllC" (REV"UU). Appllc.tlon. .r. .v.llabl. .t tt. Olflc.
of the Aagl.t.r of Will., env of tha 2S A.vanue DI.trlct Dfflc.., or by c.lllng the .p.clal 24-hour
In.warlng ..rvlc. ~r. for for.. ordarlngl In p.,.".vlvanl. l..aaa."z-zasa, out.ld. Penn.vlv..,l. end
..Ithln local H.rrl.burg ara. (717) 7.7-1'94, TDD' (717) 77Z.ZZSZ (~.rlno lapalred Onlv).
OBJECTIONS I Anv p.rtv In Int.r..t not ..tl.fled with th. IPpr.I..aent. .Ilowlnc. or dl..llowanc. of daduotlon.. or ......-.nt
of tllC (Including dl,cQUr1t or Int.ruU I' .hoMr'l on thl. Notlc. .....t obj.ct ..lthln .bly UD) d.va of rae.lpt of
thh MoUc. bYI
--wriU... prot..t to the PA D.p.rt..nt of R.v.n,,., lo.rd of .ppuh, Dept. ZllOZI. H.rrhbur., PA 1712I.lOZ1, OR
.....l.otlon to hey. the IIU.r d.t.raln.d at audit of the ICCGUr1t of the par.onal r.prnenhtlva, QR
-..~.l to thl Orphan.' Court.
AOftI"
ISfRATJY!
CORRECTJONS I
Factu.l .rror. d..cov.r.d on thla .......ant .hould b. addr....d In writing tal PA D.p.rt'ant 0' A.venue,
Bur.au of Indlvldu.l T.x.., ATTNI Po.t A.......nt R.vl.w unit, n.pt. 2106Dl, H.rrl,burg, PA 171ZI-0601
Phone (717) 7.7.6505. R.. p.a. 5 of tha booklet "In.tructlon. for Inh.rltanc. TllC A.turn for. A..ldant
D.cadent" (REV. lUll for an .xplanatlon of ldalnlltntlv.tv corr.otabl. .rror..
If anv t.x ~ I. p.ld wIthIn thr.. (S) c.land.r aonth. .ft.r the decadent'. de.th, a flv. p.rcant (IX) discount of
the t.lC plld I. .llow.d.
ThIi 15% t.lC .ana.ty non-p.rtlolp.tlon penaltv I. CD.,utad on thl tot.l of the talC and Int.r..t ......ad, and not
paId b,'or. Janu.rv II, 1996, the flr.t d.y aft.r the .nd of the tlX .......tv p.rlod. Thl. non"partlclpatlon
pan.lty h appallabl. In the .... IMnlr and In tha the .... tI.. p.r lad I' you would appa.1 thl talC ttnd Inter..t
that hII. bMn ......1Id II Indlcatad on this notln.
DlSCOIMTI
PENAL TVI
INTERUT I
Int.r..t I. charaod beginning with flr.t d.y of d.llnquancv, Dr nln. (,) aonth. and ana (1) d.v froe the d.ta 0'
d..th, to thl d.t. 0' p.~t. Tlx., which blc... d.llnquent blfor. J~rv 1, 1'12 ba.r Int.r..t at thl rat. af
,1M (6~) percent per ~ calcul.t.d at . d.llv r.t. of .000164. All t.x.. whIch bee... dallnquent an and aft.r
Janu.rv I, 19.Z will b..r Int.r..t .t . r.t. which will vary 'roa cII.nd.r v..r to c.land.r v..r with th.t rat.
announcld bV the PA D.p.rt.ant 0' Alvlnu.. The appllc.ble Int.r..t r.t.. lor 19.Z through 1997 aral
't!!.t Int.,...t A.ta Dal Iv Tnta,...t FIe tor !!!r Int.,.e.t Aet. O.lly Int.r..t F.ator
191Z ..X .000541 1911 'X .001Z47
1915 I'X .DDDUI 19...1991 IlX .UOSal
1914 IlX .DDDSDI 1992 OX .000247
nil UX .000156 1995"19M 7X .DOU9Z
19.' lOX .000274 1995':'1997 'X .000247
--Inter..t I. calcul.tld .. foUowlI
INTEREST . BALANCE OF TAX UNPAIO X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Notlc. I..ued I,tar the talC bleo... d.llnquent will refleat In Int.r.., calculation to flftlen (II) d.v.
blvond thl d.t, of tha ........"t. If Plynnt II lid, after tha Int.n.t cDIIpUt.tlon d.t. .hewn on thl
Notlc., additIonal Int.r..t au.t be o.lculatad.
~
Nov 17
~
April 10
June
July 19
Dee
.'
PI!lll'lOOAL~
PRINCIPAL ACXXllHr (CXBrINUEO)
BIlOOGII'l' FOOWARD
$109730.74
Gain on Sale of 1 sh of Zenith Electronics
Sale Price
Value on date of death
Gain
$ 10.00
7.78
2.22
2.22
5
John Hancock - Annuity discovered upon receipt of
statement information dated April 10, 1996
and confirmation of Transaction dated
April 9, 1996 - Value on date of death per
FAX dated July 3, 1996
Dean Witter Reynolds, Inc. - Dean witter Liquid Asset
Fund discovered on statement for period end-
ing June 30, 1996 '
John Hancock - Liquidation of Annuity discovered on
April 10, 1996
17.85
6131.67
Proceeds received
Value on date of death
Gain on redemption
$6264.80
6131.67
$ 133.13
133.13
9
Gain on sale of 24 shs panenergy corporation,
Formerly panhandle Eastern COrporation
Less:
Gross proceeds
Commission 50.00
S.E.C. fee .04
H/P/I 2.35
Net Proceeds received
$1011.00
52.39
958.61
590.25
$368.36
Leas:
Value on date of death
Gain on sale
368.36
Cl\IdUED FOOWARD
$116383.97
PI!ll:'lOOALTlt'
PRINCIPAL ACXXnfr
aumrrs (CXNrINUED)
BROlJGIIT I!alWARD
1m
$ 24082.78
Mar
3
William L. Sunday, Esquire - Reimburse costs:
8/14/95 The Sentinel - Notice
7/14/95 postmaster - certification of
Mailing
9/01/95 Register of wills - 6 Short
Certificates
10/03/95 Register of Wills - 4 Short
Certificates
3/21/96 Register of wills - 1 Short
certificate
6/07/96 postmaster - Certified Mail
12/11/96 Register of Wills - Filing Fee
Total Costs Reimbursed
Ba1snce of Attorney's Fee
3 Jeffrey Fair - Reimbursement:
9/30/95 Patriot News - Ad
(Auto for Sale)
10/31/95 Myers Funeral Home - Death
Certificates
$ 68.84
1.10
18.00
12.00
3.00
2.75
15.00
$120.69
2725.00
2845.69
$ 15.00
39.10
54.10
10.00
10.00
3
3
3
Ada S. Perry - Witness Fee
Chsrlyn Y. Guerriero - Notary Fees
Clerk of orphans Court - Filing Family Settlement
Agreement
17.00
TOtal Cash Disbursements Personalty Principal Account $27019.57
1996
Feb
2
Loss on sale of 2 shs Thorn EMI 7.00 Pref.
Value on date of death
sale Proceeds
Loss
CARRIED FOOWARD
$ 45.40
6.28
$ 39.12
39.12
$ 27058.69
~
June 30
July 12
12
12
12
25
26
31
Aug 25
31
Sept 25
25
30
Oct 25
Nov 24
Dec 15
PllRBOOALTlC
INCDlB ACCXXNr
RBCBIPl'S
AoooUntant charges hiJOOelf with the following:
Members 1st Federal Credit union - Dividend
PNC Bank - Interest - Silver Advantage Account (Final)
PNC Bank - Interest - Savings Account 150-3000-1162
(Final)
PNC Bank - Interest - Savings Account 150-3000-6772
(Final)
PNC Bank - Interest - Savings Account 150-3011-0166
(Final)
PNC Bank - Interest (Estate Account)
Keystone Investments - Dividend - K-l Fund
Members 1st - Interest
PNC Bank - Interest (Estate Account)
Members 1st - Dividend
31
PNC Bank - Interest - C/O 1043-320-0117838 (Final)
PNC Bank - Interest (Estate Account)
Members 1st - Dividend
PNC Bank - Interest (Estate Account)
Members 1st - Dividend
PNC Bank - Interest - (Estate Account)
Members 1st - Dividend
30
22
Dean Witter - Pan Handle Eastern Corp. - Dividend
PNC Bank - Interest (Estate Account)
Members 1st - Dividend
31
sub-total
CARRIED FalIfARD
.30
2.89
9.82
3.09
47.57
47.39
49.45
1.55
80.93
1.56
57.05
64.62
1.51
63.60
2.08
62.18
2.33
5.40
55.36
2.41
$ 561.09
$ 561.09
.'
PBRSaw.Tl!'
INCnI8 ACXXXm
RECBIPrs (<nfl'INUBD)
BRa1GHT PmWARo $ 1565.52
~
July 25 PNC Bank - Interest (Estate Account) 56.18
Aug 26 PNC Bank - Interest (Estate Account) 61.14
30 Dean Witter - Dividend (Liquid Asset Fund) .06
Sept 15 Dean Witter - Dividend PanEnergy 5.76
23 Dean Witter - Dividend (Liquid Asset Fund) .09
24 PNC Bank - Interest (Estate Account) 53.90
30 Dean Witter - Dividend (Liquid Asset Fund) .02
OCt 15 Dean Witter - Dividend Illpl Chern Ind 2.92
21 Dean Witter - Dividend (Liquid Asset Fund) .06
25 PNC Bank - Interest (Estate Account) 57.58
31 Dean Witter - Dividend (Liquid Asset Fund) .02
Nov 14 Dean Witter - Dividend Zeneca Gap 2.61
18 Dean Witter - Dividend (Liquid Asset Fund) .06
23 PNC Bank - Interest (Estate Account) 52.08
29 Dean Witter - Dividend (Liquid Asset Fund) .03
Dee 4 Dean Witter - Dividend (Liquid Asset Fund) .02
22 PNC Bank - Interest (Estate Account) 59.43
Sub-Total 12/22/96 $ 1917.48
~
Jan 27 PNC Bank - Interest (Estate Account) 62.97
Feb 24 PNC Bank - Interest (Estate Account) 51.14
rorr.r. INCnm A<XXX.Nr RBCBIP.rs S 2031.59
,...
-~'" ~ -', \'t'...._"'...J;r'...""O:;'"9#"""_~ ~:~~~~~, .. ",,"'-,p,I;'j,"'~""''''''''-'''''''''''''TY#,.
^--t.-....,,,._.. -: >,' .. _ '_:_ .. -. .. -'_,:_' :c...... ."._ __,
:~-", ;-..,~..... .. .
,
PBRSaW.'1Y
INlDm AClCXXm
BlCPIlNDI'lURBS
Accountant asks credit for the follOll1ng:
~
July 26
~
Keystone Investments - Reinvest Dividend in 4.891 shs
49.45
May
2
Dean Witter - Foreign Tax (Imp1 Chern Ind)
PA Department of Revenue - 1995-96 Fiscal Income Tax
Dean Witter - Foreign Tax (Impl Chern Ind)
.63
78.00
Sept 13
OCt 15
.44
mTAL PJlR.flWALTlC mcnm ACCXXm
S 128.52
ADVAN<>>IBN.rS
Jeffrey A. Fair:
~
July 12 Cash - Check '6 $ 5000.00
Sept 14 Cash - Check .17 1000.00
30 Proceeds from sale of Buick 5400.00
OCt 25 Cash - Check 119 500.00
Nov. 14 Cash - Check '20 1000.00
17 Cash - Check '22 1000.00
Dee 6 Cash - Check '23 600.00
~
Jan 11 Cash - Check '25 2000.00
Feb 5 Cash - Check '27 400.00
CARRIED FOOWARD $16900.00
,
AOVANCI!MBNTS - JBPl'RBlC PAIR
(cxmINUBD)
BIlOOGHT l'OOHARD $16900.00
~
Mar 5 Cash - Check ''1'-1 600.00
19 Cash - Check 11051 450.00
Apr 24 Income Tax Refund (% of $1832.00) 916.00
June 26 Cash - Check 11055 200.00
Aug 6 Cash - Check 11058 1000.00
Dee 9 % of proceeds from Dean Witter 726.17
.!2[!
Mar 3 Cash - Check 10300.00
'l'Ol'AL CASH ADVANCED $ 31092.17
Furniture, TV and Mise Items
in kind (%) 225.00
'lUl'AL ADVANC&'; TO ~ A. PAIR $ 31317.17 $ 31317.17
Gregory M. Fair:
~
July 12 Cash - Check 17 $ 800.00
Aug 3 Cash - Check 18 15000.00
Sept 8 Cash - Check 115 3400.00
~
Jan 29 Cash - Check 126 2000.00
Apr 24 Income Tax Refund (%) of 1832.00) 916.00
June 28 Cash - Check 11056 5000 .00
July 16 Cash - Check 11057 1000.00
Aug Cash - Check 11059 1500.00
Dee 9 % Proceeds from Dean Witter 726.17
CARRIED Ii'alWARD $ 30342.17 $ 31317.17
ADVANCEHI1Nl'S TO GRBOORY FAIR
(CXIfl'INIJEI) )
BRaJQIT FORtlARO $ 30342.17 $ 31317.17
!22!
Jan Cash - Oleck 11062 750.00
TOl'AL CASH ADVANCED $ 31092.17
Furniture, TV and Mise Items
in kind 225.00
TOl'AL ADVANCES TO ~ FAIR $ 31317.17 $ 31317.17
TOl'AL ADVANCEHI1Nl'S S 62634.34
RECAPI'l'ULATlOO
PBRSOOAL'lY:
Principal Account
Debits
$116465.75
27069.54
Credits
Balance
$ 89396.21
Incane Account
Receipts
Expenditures
Balance
$ 2031.59
128.52
$ 1903.07
$ 1903.07
$ 91299.28
62634.34
S 28664.94
Total Distributable Estate
Less:
Advancements
Balance in hands of Accountants for Distribution
DISTlUBUTlOO and AWARD
TO: Jeffrey A. Fair - One-half
TO: Gregory M. Fair - One-half
TOl'AL
$ 14332.47
14332.47
S 28664.94
RELEASE
WHmEAS, Maynard L. Fair, widower, died June 24, 1995 leaving a
Last will and Testament dated October 3, 1978 wherein and whereby he gave,
devised and bequeathed the residue of his Estate, after the payment of his
just debts and funeral expenses, unto his wife, Marian A. Fair providing
she survived the Testator by sixty (60) days; and
WHmEAS, The said Testator further provided thst in the event his
said wife, Marian A. Fair, should predecease him or died on or before the
sixtieth (60th) day following his death, then and in that event he gave,
devised and bequeathed all of his estate unto his children, Jeffrey A. Fair
and Gregory M. Fair, equally, share and share alike; and
WHmEAS, the said Marian A. Fair died January 8, 1992; and
WHmEAS, the said Jeffrey A. Fair and Gregory M. Fair both
survived the Testator: and
WHmEAS, the residue of the Estate of Maynard L. Fair, deceased,
is distributable to his children, Jeffrey A. Fair and Gregory M. Fair.
NCM KfOo/ ALL MEN BY THESE PRESmJ.'S, that we, Jeffrey A. Fair and
Gregory M. Fair, the sole residuary legatees, devisees and distributees of
the Estate of said decedent, and the only persons entitled to share in the
distribution of said Estate, do hereby declare and say that we have
examined the foregoing account and Schedule of Distribution and find the
same to be true and correct and in strict accordance with the terms and
provisions of said will, and do hereby acknowledge that we this day have
had and received of and from Jeffrey A. Fair, Personal Representative of
the Estate of Maynard L. Fair, the cash set opposite our, and each of our,
names in the above stated Schedule of Distribution in full satisfaction,
payment and discharge of all such sum or sums of money, legacies and
bequests, share or shares, purparts and dividends which were due, owing
payable and belonging to us, and each of us, by any means whatsoever, for
or on account of our, and each of our, full share, part or dividend of the
Estate of the said decedent and all interest accrued thereon.
NCM TIIEREFORE, we, the said residuary legatees, devisees and
distributees of the Estate of Maynard L. Fair, deceased, do by these
presents remise, release, quit-claim and forever discharge the said Jeffrey
A. Fair, his heirs, executors and administrators, of and from our, and each
of our, said share or dividend of said Estate aforesaid, and of and from
all actions, suits, payments, accounts, reckonings, claims and demands
whatsoever, for or by reason thereof, or of any other act, matter, cause or
thing whatsoever, from the beginning of the world to the day and date of
these said presents.
AND, desiring to avoid the delaying and expense of the settlement
of the said Estate by filing the foregoing Account of said administration
in the Office of the Clerk of the Orphans I COurt of said County, and by
having the balance in the hands of the Executor, as shown by said Account,
distributed by an auditor appointed by the Orphans' Court Division, of the
Court of Coamon Pleas of Cumberland County, we, and each of us, do hereby
1995
July 12
Aug
Sept 20
Nov 15
Dee 22
~
Mar 20
20
20
22
Dec 12
PERSOOALTX
PRINCIPAL AClCXXNl'
aumrrs (cx:mINUED)
BROOGIIT FORI'/ARD
7
7
7
7
7
Messiah Village - Account Payable
Medical and Surgical Center, Inc. - Medical Supplies
Messiah Village - Account Payable
Myers Funeral Home - Funeral Expense
Bell Atlantic PA - Phone bill
22
Credit Card Department - Account Payable
Credit Card Department - Account Payable
Register of Wills, Agent
Partial Payment PA Inheritsnce Tax
Less: Discount
$8940.00
447.00
Medical Surgical Div. - Account Payable
Harrisburg Hospital - Account Payable
Sub-total
Register of. Wills, Agent - Balance due PA
Inheritsnce Tax
Register of wills - Filing PA Inheritance
Tax and Inventory
William L. Sunday, Esq. - Partial Attorney's Fee
PNC 8ank - Checks
Register of Wills, Agent - Supplemental PA Inh Tax
CARRIED FORI'/ARD
$ 1299.66
5253.36
227.95
35.59
5032.50
2.59
40.50
10.76
8493.00
20.31
14.82
$20431.04
479.04
28.00
2725.00
34.50
385.20
$ 24082.78
PERSQIALTlC
PRINCIPAL ACXXXJNr
CREDITS (CXNl'INUm)
BROOGIfl' FOOl4ARD
$ 27058.69
1996
Dee
9
Loss on sale of 3 shs Imp - Chemical Ind.
Value on date of death
$146.53
Sale Proceeds - Gross
$153.38
Less: Commission
S.E.C. Fee
H/P/I
$ 15.34
.0:[-
2.35
17.70
$135.68 $135.68
$ 10.85 .
10.85
Net Proceeds
LOSS
TOrAL PERSQIALTlC PRINCIPAL ACXXXJNr amoITS
S 27069.54
PERSCW\L'lY
INCXfIE Aca:un'
RElCEIPl'S
Accountant charges himself with the foUc"dng:
~
June 30 Members 1st Federal Credit union - Dividend .30
July 12 PNC Bank - Interest - Silver Advantage Account (Final) 2.89
12 PNC Bank - Interest - Savings Account 150-3000-1162
(Final) 9.82
12 PNC Bank - Interest - Savings Account 150-3000-6772
(Final) 3.09
12 PNC Bank - Interest - Savings Account 150-3011-0166
(Final) 47.57
25 PNC Bank - Interest (Estate Account) 47.39
26 Keystone Investments - Dividend - K-l Fund 49.45
31 Members 1st - Interest 1.55
Aug 25 PNC Bank - Interest (Estate Account) 80.93
31 Hembers 1st - Dividend 1.56
Sept 25 PNC Bank - Interest - C/O 1043-320-0117838 (Final) 57.05
25 PNC Bank - Interest (Estate Account) 64.62
30 Members 1st - Dividend 1.51
Oct 25 PNC Bsnk - Interest (Estate Account) 63.60
31 Hembers 1st - Dividend 2.08
Nov 24 PNC Bank - Interest - (Estate Account) 62.18
30 Members 1st - Dividend 2.33
Dee 15 Dean witter - Pan Handle Eastern Corp. - Dividend 5.40
22 PNC Bank - Interest (Estate Account) 55.36
31 Members 1st - Dividend 2.41
Sub-totsl $ 561.09
Cl\RIUED FOOWARD $ 561.09
PERSCW\LTY
INCn1E ACXXXNl'
ROCEIPl'S (<X:Nl'INUED)
BROOGIrr FORWARD $ 1565.52
~
July 25 PNC Bank - Interest (Estate Account) 56.18
Aug 26 PNC Bank - Interest (Estate Account) 61.14
30 Dean Witter - Dividend (Liquid Asset Fund) .06
Sept 15 Dean Witter - Dividend PanEnergy 5.76
23 Dean Witter - Dividend (Liquid Asset Fund) .09
24 PNC Bank - Interest (Estste Account) 53.90
30 Dean Witter - Dividend (Liquid Asset Fund) .02
Oct 15 Dean Witter - Dividend Impl Chern Ind 2.92
21 Dean Witter - Dividend (Liquid Asset Fund) .06
25 PNC Bank - Interest (Estate Account) 57.58
31 Dean Witter - Dividend (Liquid Asset Fund) .02
Nov 14 Dean Witter - Dividend Zeneca Gap 2.61
18 Dean Witter - Dividend (Liquid Asset Fund) .06
23 PNC Bank - Interest (Estate Account) 52.08
29 Dean Witter - Dividend (Liquid Asset Fund) .03
Dee 4 Dean Witter - Dividend (Liquid Asset Fund) .02
22 PNC Bank - Interest (Estate Account) 59.43
Sub-Total 12/22/96 $ 1917.48
1m
Jan 27 PNC Bank - Interest (Estate Account) 62.97
Feb 24 PNC Bank - Interest (Estate Account) 51.14
TOl'AL INCXlotE ACXXXlNT RfX:EIPl'S $ 2031.59
~'~~....,...-- ,,<~._.....,., .".".....,.:;.... ~ i ".L.-""\V"~'..'.)."",~'~...:"
PERSOOJILTr
INCXJoIE AOCXlUNT
EXPmDlTIJRES
Accountant asks credit for the following:
1995
July 26
1996
Keystone Investments - Reinvest Dividend in 4.891 shs
49.45
May
2
Desn Witter - Foreign Tax (Impl Chern Ind)
PA Department of Revenue - 1995-96 Fiscal Income Tax
Dean Witter - Foreign Tax (Impl Chern Ind)
TOTAL PERSCJW.Tr INCnlE ACCXXNl'
S 128.52
.63
Sept 13
oct 15
78.00
.44
ADVJ\NCEHENTS
Jeffrey A. Fair:
1995
July 12 Cash - Check 16 $ 5000.00
Sept 14 Cash - Check 117 1000.00
30 Proceeds from sale of Buick 5400.00
OCt 25 Cash - Check 119 500.00
Nov. 14 Cash - Check 120 1000.00
17 Cash - Check 122 1000.00
Dee 6 Cash - Check 123 600.00
1996
Jan 11 Cash - Check 125 2000.00
Feb 5 Cash - Check 127 400.00
CARRIED FOOWJ\RD $16900.00
- ~.,...,.,<
ADVIINCFMEm'S - JEFrnEY FAIR
( exNl'lNUED)
BROUGIrr FORHl\RD $16900.00
~
Mar 5 cash - Check IT-l 600.00
19 Cash - Check 11051 450.00
Apr 24 Income Tax Refund (~ of $1832.00) 916.00
June 26 Cash - Check 11055 200.00
Aug 6 cash - Check 11058 1000.00
Dee 9 ~ of proceeds from Dean Witter 726.17
1997
Mar 3 cash - Check 10300.00
TOTAL CASH ADVANCED $ 31092.17
Furniture, TV and Mise Items
in kind (~) 225.00
TOTAL ADVANCES ro JEFFREY A. FAIR $ 31317.17 $ 31317.17
Gregory M. Fair:
1995
July 12 Cash - Check ft7 $ 800.00
Aug 3 Cash - Check 18 15000.00
Sept 8 Cash - Check 115 3400.00
~
Jan 29 Cash - Check 126 2000.00
Apr 24 Income Tax Refund (~) of 1832.00) 916.00
June 28 Cash - Check 11056 5000.00
July 16 Cash - Check 11057 1000.00
Aug Cash - Check 11059 1500.00
Dec 9 ~ Proceeds from Dean Witter 726.17
CARRIED FORIWID $ 30342.17 $ 31317.17 .. .
RELEME
MIEREAs, Maynard L. Fair, widower, died June 24, 1995 leaving a
Last Will and Testament dated October 3, 1978 wherein and whereby he gave,
devised snd bequeathed the residue of his Estate, after the payment of his
just debts and fUneral expenses, unto his wife, Marian A. Fair providing
she survived the Testator by sixty (60) days: and
M~, The said Testator further provided that in the event his
said wife, Marian A. Fair, should predecease him or died on or before the
sixtieth (60th) day fOllowing his death, then and in that event he gave,
devised and bequeathed all of his estate unto his children, Jeffrey A. Fair
and Gregory M. Fair, equally, share and share alike: and
WHEREAs, the said Marian A. Fair died January 8, 1992: and
WHEREAs, the said Jeffrey A. Fair and Gregory M. Fair both
survived the Testator: and
Wl~, the residue of the Estate of Maynard L. Fair, decessed,
is distributable to his children, Jeffrey A. Fair and Gregory M. Fair.
M:M KM:M ALL Mm BY TI/ESE l'REsENrs, that we, Jeffrey A. Fair and
Gregory M. Fair, the sole residuary legatees, devisees and distributees of
the Estste of said decedent, and the only persons entitled to share in the
distribution of said Estate, do hereby de-clare and say that we have
examined the foregoing sccount and Schedule of Distribution and find the
same to be true and correct and in strict aCcordance with the terms and
provisions of said Will, and do hereby acknowledge that we this day have
had and received of and from Jeffrey A. Fair, Personal Representative of
the Estate of Maynard L. Fair, the cash set oPPOsite our, and each of our,
names in the above stated Schedule of Distribution in full satisfaction,
payment and discharge of all such sum or sums of money, legacies and
bequests, share or shares, purparts and dividends which were due, owing
payable and belonging to us, and each of us, by any means whatsoever, for
or on account of our, and each of our, full share, part or dividend of the
Estate of the said decedent and all interest accrued thereon.
NaoI THEREFoRe, we, the said residuary legatees, devisees and
distributees of the Estate of Maynard L. Fair, deceased, do by these
presents remise, release, quit-claim and forever diSCharge the said Jeffrey
A. Fair, his heirs, executors and administrators, of and from our, and each
of our, said share or dividend of said Estate aforesaid, and of and from
all actions, suits, payments, accounts, reckonings, claims and demands
Whatsoever, for or by reason thereof, or of sny other act, matter, cause or
thing whatsoever, from the beginning of the world to the day and date of
these said presents.
(
I
;,
AND, desiring to avoid the delaying and expense of the settlement
of the said Estate by filing the foregoing ACcount of said administration
in the Office of the Clerk of the Orphans' Court of said County, and by
having the balance in the hands of the Executor, as shown by said ACcount,
distributed by an suditor appointed by the Orphans' Court DiVision, of the
Court of common Pleas of CUmberland County, we, and each of us, do hereby
.
Distribution of earnings received after preparation of Family
Sel:tlemant ^9reemenl::
March 25, 1997 PNC nank - Interest (Bstate ^ccount)
$ 25.42
rorM. lIDDITIaw. EUIDS
AVAILABLE FOR DISTRIBUrIOO
$ 25.42
Distribution -
Jeffrey ^. Fair
Gregory Fair
$ 12.71
12.71
25.42
rorM. lIDDlTlaw. DIS'l1UBUrlOO $ 25.42
BXIIIDIT"A"