HomeMy WebLinkAbout03-28-07 (2)
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15056041114
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Hanisbu PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT
53
Date of Birth
145-30-1701
Decedent's Last Name
03082006
02041939
Suffix
Decedent's First Name
MI
FAUGHT
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
MARY
E
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
DO 1. Original Return
D 4. Umited Estate
DO
D
6. Decedent Died Testate
(Attach Copy of WlIQ
9. Litigation Proceeds Received
D 2. Supplemental Return D 3. Remainder Return (date of death
prior to 12-13-82)
D 48. Future Interest Compromise (date of D 5. Federal Estate Tax Return Required
death after 12-12-82)
D 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Trust)
D 10. Spousal Poverty Credit (date of death D 11. Election to tax under See. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
-...::
~"'7_:""'J
717-243~-!~8 ~
REGISTER O~ALS US!8NL Y
<g ~
."/....
ROBERT M. FREY
Firm Name (If Applicable)
FREY AND TILEY
First line of address
- -~, ,.--~
~'-i
")
5 SOUTH HANOVER STREET
Second line of address
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... :.~-) -"11
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(.-.)
N
City or Post Office
State
ZIP Code
DATE FILED
CARLISLE
PA
17013
. ADDRESS
5 SOUTH HANOVER STREET, CARLISLE PA 17013
SIGNATURE OF PRE~~~:PR~E
ADDRESS
5 SOUTH HANOVER STREET, CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
DATE
Side 1
L
15056041114
15056041114
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--.J
15056042115
REV-1500 EX
Decedenfs Name: MARY E FAUGHT
RECAPITULATION
1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . .
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . . .
6. Jointly Owned Property (Schedule F) DSeparate Billing Requested . . . . . . . .
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) DSeparate Billing Requested . . . . . . . .
8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
145-30-1701
Decedent's Social Security Number
1.
2.
3. NONE
4. NONE
5.
6. NONE
7.
8.
9.
62000.00
100.00
21836.00
98988.00
182924.00
14233.00
9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . . .
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . .. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable at
the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X.O L
16. Amount of Line 14 taxable
at lineal rate X .0 ~
17. Amount of Line 14
taxable at sibling rate X . 12
18. Amount of Line 14 taxable
at collateral rate X . 15
160243.00 16.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042115
15.
17.
18.
15056042115
8448.00
22681.00
160243.00
0.00
160243.00
0.00
7211.00
0.00
0.00
7211.00
o
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. .
REV-1500EX Page 3 145-30-1701
Decedent's Complete Address:
DECEDENrs NAME
MARY E FAUGHT
STREET ADDRESS
File Number
17
135 SOUTH EAST STREET
CITY
CARLISLE
STATE
PA
ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
7211.00
6659.00
261.00
Total Credits (A+ B + C ) (2)
6920.00
3. InterestlPenalty if applicable
D. Interest
E. Penalty
7.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable ta:REGISTER OF WILLS, AGENT
7.00
0.00
291.00
7.00
298.00
TotallnteresUPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill In oval on Page 2, Line 20 to request a refund. (4)
A. Enter the interest on the tax due.
(5)
(SA)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [RJ
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . .. D [RJ
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [RJ
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [RJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [RJ
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or h~r death? .. D [RJ
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . ; . . . . . . . . . . . . . . . . . . . . . . . .. [RJ D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 three (3) percent [72 P .S. ~9116 (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 zero
(0) percent [72 P.S. ~9116 (a) (1.1) (ii)l. The statute does not exempt a transfer to a surviving spouse from tax. and the statutory requirements for
disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for
the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half
(4.5) percent, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is twelve (12) percent [72 P.S. 99116{a){1.3)). A sibling
is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
~
A. Settlement Statement
U.S. Deper1ment 01 HOUIinA
and Urban OaveIopment ~
,r
OMi No. 2502..lJ265
B. Typ. of Loan
O FHA 2. 0 FmHA 3. 0 COny. Unlns File Number Loan Number I I Mortgage Insurance Case Number
1. 0002 1500168550
4. 0 VA 5. 0 COny. Ins.
C. NOTE:ThIl form II fumlshed to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent ani shown.
Items marked .p.o.c" wenl paid outside of closing; they ani shown henl for Info""8tlonal purposes and ani not Included In the totals.
104. 404.
illlliiigigggggiiigggigiiiiiiigggmggmigggggiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiigggiii: imgmmiigiiimiiiiiigiiigg ii/ilI!miiimiiiiiiiiiiigggggggggigmiiimggggggggmg~iggigimggiggggim: iiiiiiigmiiigmmgigggiggii
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SEUER IN ADVANCE:
i!!g!~_g!!i!~~_i!!~ii!mfa:?m~.~lli: iii!!jllii!i!i!i!ll_g~~: :jg~~_!illljii~l._ll!i!!!!!l!llfa:?t.~f:!!~i!: !l!!jiiiii!!!iii!~'-9.~~!!!
107. CountyT_ 11/30/200' III 01/01/2007 '32.34 407. CountyT.- 1:1./30/200' III 0:1./01/2007 '32.34
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108. 409.
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111. 411.
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205. 505. PeyolI of II8COnd Io8n
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207. 507.
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208. &09.
ADJUSTMENTS FOR ITEMS UNPAID BY SEUER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. CItyIIown __ III 510. CItyIIown __ III
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212.~ III 512.~ III
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214. 514.
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218. 518.
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220. TOTAL PAID BYIFOR '62 000 00 520. TOTAL REDUCTIONS '4,340.00
BORROWER: ,. IN AMOUNT DUE TO SEUER:
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301. Gross amount due from bomlwer (On. 120) '13,'61.'0 801. Groaslmount due to seller (6ne420) '62,522.40
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303.CASH (~FROM) (DTO) BORROWER: '1,'61.,0803.CASH (DFROM) (~TO) SEUER: f5B,1B2.40
HUD.1 (3-86) . RESPA, HB 4305.2
PAGE 1
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700. TOTAL SALESIBROKER'S COMMISSION PAID FROM PAID FROM
BASED ON PRICE '62,000.00 e 6 ,.. '3,720.00 BORROWER'S SELLER'S
FUNDS FUNDS
AT AT
ScnLEMENT ScnLEMENT
OMS No. 2502-0285
DMSION OF COMMISSION (UNE 700) AS FOLLOWS: . .
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:Gi:i;:-.so 11I-:':':':':' :.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:::::.:.:.:::.:::::::::::.:.:.:::.:::::::::::::::::::::.:.:::.:::::::::::.:::. :::::::::::::::::::::.:::.:::::::::::::::::::::::::::::.:.:::::. :.:::::::::::::::::::::::::.:.:.:::: :::::::::::::::::::::::::::::.:.:.:.:
1:lCl2......~1D
.~:.:.:.:.:.:.:.:.:.:.:.:.:::.:::.:::.:::.:::::::.:::.:::::::::::.:::.:::::.:::::::::::::::::::::::::::::::::::::::::::::::::::::.:::.:::::::::::::::::::.:::::::::::::-:::::::::::::::::::::::::::::::::::.:.:::::::::::.::::::::::::::::::.:::::::::::::::::::::::::::::::::::::::.:.:.:.:.::::::
1304-
:GillI:::::::::::::::::::::::::::::::::.:::::::: :::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::: :::::::::::::::.:::::::::::::::::::: :::::::::::::::::::::::.:::::::::::::
13ClI.
:~;:::::::::::::::::::.:::::::::::::::::::::::::::::::::::::::::::;:::::::::::::::::;::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::
1400. TOTAL ScnLEMENT CHARGES ':1.,431.50 '4,340.00
I '- c.refuIIy ..w.w.d the HUD-I SellIemen1 S18IemenlIllld ID the bell of my _edgelllld b8Ilef. ft Is I tIu8 Illd ac:curate ItalImont of oR lICIlpta Illd dlaburaomentll mad8
on my KCOUI1\ or by me In lhII1nIn8aclIon. I fuI1h8r cortIfy thl1 I '- IIC8lvId I copy of thl HUD-I Setll8llllll1 SIa\emonl
IlolIawer:
MMe F. s.yley
Olla:
S8IIeror
Aglnt
Olla:
Robllt M. Frey, Exec. for M8'Y E. Feugh
~r.
DeIa:
Seller or
Agent
Olla:
The HUD-1 SetlIement S_mont w111c:h I '- preperod Is I tIu8 Illd lICCUI8te ea:ounl of lhIa lnInIaclIon. I have caUMd or will ClUII the lundllD bI clIIburwd In IClXIIdanclI
_ thIa.,.~
Olla:
SellIemen1 Agent
DeI8:
John M8nf18n
WARNING: ilia. crlm810 _ngIy mek8 _ _ntllo the UnIIad SlItn on thll or lIIly other oImi11r farm. P...... upon convicllon con Include. line Illd Imprfaa>-
lIlIl1l. Fordl1alo_T11Ie " U.S. CodeSecllon lOO11111d SecIIon 1010.
"
217
REV-1503 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Marv E FauQht
FILE NUMBER
21-06-0253
All property Jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Sears-Sears Roebuck (2 Shares @50.00)
VALUE AT DATE
OF DEATH
100
TOTAL (Also enter on line 2 Recanitulation)!S
(If more space is needed, insert additional sheets of the same size)
100
~
.
Sears Holdings Corporation
P.O.Box56287
Jacksonville. FL 32241-6287
SEARS HOLDINGS 401 (k) SA VINGS
Statement Perlod October 1, 2006-December31, 2006
MARY FAUGHT
1339 PINE GROVE RD
HANOVER, PA 17331
Questions?
~Automated 24-hour Help Une 1-888-875-0498
...., Customer Services Representatives are avaDable
Monday through Friday, 8:00 a.m. - 8:00 p.m. ET
TOO Access is avaDable at 1-888-378-9619
~ Internet Access at:
- https:llsears401k.csplanLcom
DOM650
Participant Profile
Your TotalAccount Value
Account Balance History
Opening Value On ~ber 1, 2006
. + Employee Contributions
+ EmployerContributions
+ Other CredltsJPayments(a)
+ Investment Gain (Lou)
- OlstributlonslDeblts(b)
+ Conv8lSlons
$0.00
$0.00
$0.00
$0.00
$0,19
$0.00
$93.30
SIB
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Georgeson Shareholder Securities
Telephone: 1 866283 6801
C~01"gesou Sha1"~holc1e.r Sf':elLriji~s
I.-
M,ml." ,\' ISh swe
17 State St, 28th Roor . New York. New York 10004
==
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IIIIIIIIIIII~ n II UIIIIIIIIIIII n IIII1111111111111
ROBERT M FREY ADMIN EST OF MARY E FAUGHT
1339 PINE GROVE RD
HANOVER PA 17331-9037
111111111111111"11111111111111111111111.111111111.11111111111
Account Number:
Program Name:
Date:
28500015028
SEARS ROEBUCK
01/26/07
~EARSJ~OEBUCK'~' Exchange', Progl'ar1f~.T~aaeC6nfirrnatJorl'
",". .....-'..:. ,_:..',',;:', ,'/ ".:".. ..... .'- ,',.' .:: ..', ._....:: "., ".....,.. . -.' '-, .<.", _',' :':.,';", -'. ,.....':'.- " ':;",'-'::. l._",; ......",.- "; " ";, ,;.. ," ...
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Transaction Summary
Description
Trade I
Date
Settlement I
Date
Shares I Price I Gross I
Sold Executed ($) Proceeds ($)
Fees I
Charged ($)
Net
Proceeds ($)
Merger Consideration
100.00
15.00
85.00
00 lGSOOO2.DOM.dSC.54753_14751OO1 067/00 1 067/i
NOTE: THIS TRADE CONFIRMATION REPRESENTS THE SALE OF YOUR SHARES OF SEARS ROEBUCK. THE ISSUANCE OF THE BALANCE OF YOUR SHARES, AS APPliCABLE. Will BE
REFlECTED IN THE FORTHCOMING MONTHLY STATEMENT
l101C070003
OOBQLG
217
REV-1508 EX+ (6-98)
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary E Fauaht
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-06-0253
Include the proceeds of litigation and the date the proceeds were received by the estate.
All Drooertv iointlv-owned with r1aht of survlvorshiD must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1 M&T Bank, Checking Account #757144
21,332
2 Sovereign Bank, Account Checking #1671005422
321
3 Refund, Pennsylvania Department of Revenue 2005
183
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
21,836
.
m M&rBank
499 Mitchell Road, MiIIsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
Apri125,2006
Frey & Tiley
Attorneys At Law
5 South Hanover Street
Carlisle, Pennsylvania 17013
Re: Estate of: Marv E F aUflht
Social Security: 145-30-1701
Date of Death: March 08. 2006
Dear Sir or Madam:
Per YOW" inquiry dated April 20, 2006, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
1.
1)pe of Account
Checking Account
Account Number
757144
Ownership (Names oj)
Mary E Faught ·
Opening Date
07101169 Closed 3/27106
Balance on Date of Death
$21,330.41
Accrued Interest
$
1.58
$ 21,331.99
Total
2.
Type of Account
Inrtallment Loan
Account Number
100 00158805380001
Ownership (Names of)
Mary E Faught ·
Opening Date
02105/02
Balance on Date of Death
$40,699.11 ** Thb amount b not to be used for payoff
purposes. For Insurance information and or a payoff
balance, please call 1-302-934-2299 option 3.
Current Balance
$42,203.83 ** Thb amount b not a payoff balance.
Please be advised, there was no safe deposit box fOWld for the above decedent. * For further account information,
regarding ownership, closures and/or reimbursement of funds, etc., please call the High Street Carlisle Office # 717-
240-4536.
Sincerely,
~t7?
Nancy Clagett
Records Management
.
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Mary E Faught
145-30-1701
March 8, 2006
Account #: 1671005422 Type: Checking
In the name of: Mary E Faught, Rhonda L Mitz POA
Date of Death Balance: $320.95
Int.(YTD) from 1/1/2006 to 2/21/2006
Accrued interest to date of death: $0.00
Other Info: -
Open date: 1/10/1992
$0.05
Account #: N-6819088868 Type:
In the name of: Mary E Faught
Date of Death Balance:
Int.(YTD) from to
Accrued interest to date of death:
Other Info:
Line of Credit
Open date: . 7/19/2004
$0.00
Page 1 of 1
~
217
REV.1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Mary E Faught
FILE NUMBER
21-06-0253
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUOE THE NAME OF THE TRANSFEREE. THEIR RElATIONSHIP TO OECEDENT AND THE DATE OF DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER TRANSFER. ATTACH A COPY OF THE OEED FOR REAL ESTATE. VALUE OF ASSET INTEREST ~F N'PIJCA8U) VALUE
1. M&T Securities, Inc., Account Number AZR-110182
SPX Corporation, (100sh@50.95) 5,095 100.00% 5,095
Federated American Leaders Fund Class 8(1,318.731@23.9) 31,518 100.00% 31,518
Federated Strategic Income Fund Class 8(2,073.826@8.62) 17,876 100.00% 17,876
Federated Growth Strategies Fund(608.372@32.84) 19,979 100.00% 19,979
Federated Kaufmann Fund Class 8(4,162.725@5.80) 24,144 100.00% 24,144
Cash and Cash Equivalents 376 100.00% 376
TOTAL (Also enter on line 7 Recanitulation) $ 98 988
(If more space is needed, insert additional sheets of the same size)
,
Page 1 of 1
Participant I Beneficiary Summary (Account #: AZR11 0182)
Tiiie: IRA FBO MARY E -FAUGHT--------RETUiEMENT -IRA - ROLLOVER
M&T BANK AS CUSTODIAN
ROLLOVER ACCOUNT
1339 PINE GROVE RD
HANOVER PA 17331-9037
Home Phone: (717)243-5926
Business Phone: (717)645-2191
Tax ID/SSN #: 145-30-1701
Primary IP#: U4E
Account Holder Summary
Name Participant Role Tax ID/SSN # Home Phone Business Phone
This account has no Accountholder Details.
E-mail
Participant Summary
Name
MARY FAUGHT
Participant Role
PRIMARY
ACCOUNT
HOLDER
Tax ID/SSN # Home Phone Business Phone
145-30-1701 (717)243-5926 (717)645-2191
E-mail
Beneficiary Summary
Name Beneficiary Type Tax ID/SSN # Relationship Gender Date of Birth Allocation(%)
MARYE FAUGHT TRUST PRIMARY 145-30-1701 TRUST 100
https://www2.netxpro .com/accountservices/servletl AccountDetailsServlet?cmd=participant_ sum... 11/28/2006
217
REV-1511 EX+(12-99)
~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Mary E FauQht
ITEM
NUMBER
A.
1.
B.
1.
2.
3.
4.
5.
6.
7.
8.
FILE NUMBER
21-06-0253
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Robert M. Frev
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 5 South Hanover Street
City Carlisle State PA Zip 17013
Year(s) Commission Paid: 2007
10,586
Attomey Fees
Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant Rhonda L. Mitze
Street Address 1339 Pine Grove Road
City Hanover State PA Zip 17331
Relationship of Claimant to Decedent DauQhter
3,500
Probate Fees
124
Accountanfs Fees
Tax Retum Preparer's Fees
Register of Wills, (2) Short Certificate
8
Registerof Wills, Filing Fee
15
TOTAL (Also enter on line 9 Recaoitulation)I $
(If more space is needed. insert additional sheets of the same size)
14 233
.,
REV-1512 EX+ (12.Q3)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
R NT D T
ESTATE OF FILE NUMBER
Mary E FauQht 21-06-0253
Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses.
VALUE AT DATE
OF DEATH
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ITEM
NUMBER
DESCRIPTION
1.
Checks cleared after the date of death 122
2. M&T Bank, Mortgage loan Investment 1,349
3. Borough of Carlisle, Util:Water 146
4. Capital One, Credit Card 27
5. Wal-Mart, Credit Card 106
6. UGI. Util:Gas or Electric 1,061
7. PPl, Util:Gas or Electric 108
8. Stott & Stott. Tax Accountants, Taxes 2005 150
9. Sears Roebuck(2shares), Commission and Fees 15
10. Verizon, Util:Telephone 143
11. Brookwood Family Practice, Medical 100
12. Carlisle Borough Tax Account, County and Township Taxes 319
13. Carlisle Borough Tax Account, Personal Tax 5
14. Donegal, Homeowners Insurance Policy 112
15. Carlisle Borough Tax Account, School Taxes 345
16. Dawn Realty, Commission 3,720
17. Recorder of Deeds, State Tax/Stamps 620
TOTAL (Also enteron line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
8,448
,.
217
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
M E
2106
arvl Fauaht - -0253
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2))
1 Wayne Mitz, Jr. Grandson 1/4 of residue of Trust
1341 Pine Grove Road, Hanover, Pennsylvania 17331
2 Danielle Banks Granddaughter 1/4 of residue of Trust
126 Horseshoe Avenue, Manchester, Pennsylvania 17345
3. Stacey A. Mitzi Granddaughter 1/4 of residue of Trust
1339 Pine Grove Road, Hanover, Pennsylvania 17331
4. Shelby StOITn Granddaughter 1/4 of residue of Trust
27 Spruce Lane, New Oxford, Pennsylvania 17350
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
.'
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
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)
"
LAST WILL AND TEST AMENT
OF
MARY E. FAUGHT
~
I, MARY E. FAUOHr, unmarried, of 135 South East.S~et in. the B?roughof Carlisle,
Cumberland County, Pennsylvania, being of sou.nd and dIsposing mI~d, memory and
understanding, do hereby make, publish and de~lare this as and ~or my Last Will and Testament,
hereby revoking and making void any and all WIlls by me at any time heretofore made.
1. I direct my hereinafter named Executor to pay all of m~ just debts and funeral expenses
as soon after my death as may be found convenient to do so. I du-ect that my funeral servICes be
conducted by the Ewing Brothers Funeral Home, 630 South Hanover Street, Ca~]jsle,
Pennsylvania, in a modest and economical m~er, and t!tat my )Jody ~ interred ~n the. bunall?t
willed to me by my grandmother. Mary A. Miller, whIch bunallot IS located In PhIladelphIa
Memorial Park located near King o(P.russia, Pennsylvania, and on which buria110t the bodies of
my grandparents, Edward Miller and Mary A. Miller, and their child are already interred.
2. All of the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same may be situate, including all household goods and furnishings which I may
own at the time of my death, I give, devise and bequeath to Fanners TI'ust Company and its
successors, 1 West High Street, Carlisle, Pennsylvania, in trust, to receive and to invest the same
for the benefit of only my four (4) current grandchildren' and not for the benefit of any future
grandchildren. My fotn' current grandchildren are Wayne Mitz, Jr.; Danielle Bankes, Stacy Mitz,
and Shelby Stann. The income derived therefrom shall be accrued and not distributed until the
oldest then living grandchild attains the age of 30. At such time the TI'ust shall be divided into
equal shares, one (1) share for each of the four (4) above,named individuals who are then living,
the share any deceased grandchild would have received shall lapse and be added to the remaining
shares per stUpes.
My lhtstee shall manage each as a separate Trusl Each Trust shall be managed the
same as before with the exception that after esch beneficiary attains the age of 30, he or she shall
be entitled to receive the income derived therefrom, to be paid at least annually.
At each above-named grandchild's death. any then remaining principal of his or her
trust shall be paid:
(a) To his or her then living descendants, per stirpes; or, in default of such
descendants,
~
(b) To my then living descendants, per stUpes (any portion payable to a child for
whom principal is then held in trust hereunder shall instead be added to that trust.
3. ,I hereby nominate, constitute and appoint.my attorney, Robert M. Frey, as Executor of
this my Last Will and Testament, but should he predecease me or fail to qualify or cease serving as
such, then in such event I nominate, constitute and appoint Fanners Trust Company and its
successors, 1 West High Street, Carlisle, Pennsylvania, as alternate or successor Executor, and I
further ,direct that neither of them shall be required to post any bond to secure the faithful
performance of his or its duties in the Commonwealth of Pennsylvania or in any other
jurisdiction.
4. In addition to the powers conferred by law, my hereinbefore named Executor and
Trustee are empowered:
a. To invest any part of the trust corpus in such securities, investments.
or other propertr as may be deemed advisable and proper, irrespective of whether the
~~e .~ authonzed for the investment of trust funds under the laws of any governing
Junsdictton.
~
b. With respect to any corporation, the stocks, bonds, or other securities
of which may be held, to vote in person or by proxy on any shares of stock; to consent
to the merger, consolidation or reorganization of such corporations; to consent to the
leaSing, mortgaging or sale of the property of any such corporations; to make any
surrender, exchange or substitution of such stocks, bonds or other securities as an
incident to the merger, consolidation or reorganization of such corporations; to pay all
assessments, subscriptions and other sums of money which may be deemed wise and
expedient for the protection and maintenance of the proportionate interest of the
investment in such corporations; to exercise any option or privilege which may be
Page 1 of 2 Pages
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