HomeMy WebLinkAbout02-0016PETITION FOR GRANT OF LETTE RS
Estate of MARGARET A. FOGARTY
also known as
, Deceased
WILLIAM W. FOGARTY
Social Security No. 209-03-6752
Petitioner(s), who is/are 18 years of age or older, apply)les) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or
Decedent, dated ,-,~"u(r~ ~-- 7.,, ! ~ ~ ~ and codicil(s) dated
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name Relationship Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at 4905 E. Trindle Road, Mechanicsburg~ PA 17055 (/-/Rr~t~c~('r~)
(list street, number and mu~cipality)
Decedent, then 90 years of age, died December 16 ,2001 , at Camp Hill~ Pennsylvania
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property ......................................... $
(if not domiciled in PA Personal property in Pennsylvania .................... $
(if not domiciled in PA Personal property in County .............................. $
Value of real estate in Pennsylvania ........................................................................................ $
Total ..................................................................................................................... $
Real Estate situated as follows: 255 Cumberland Street, Harrisbur,q, Dauphin County, Pennsylvania
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
150,000.00
70~000.00
220~000.00
Typed or printed name and residence
William W. Fo.qarty, 2408 Bradley Drive~ Harrisbu~q, PA 17110
21-02-0016
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief o~ Petitioner(s) and that, as personal representative(s) of the
Decedent, Petitioner(s) will well and truly administe~he e~tate acco~ing to~a~w.
Sworn to and affirmed.and,s-~bscribed /--~"/~'~ ,....~/-
- . ",.; '% William W. Fogarty
before me thisTth ---~ ' , _":.day of
January, 2002 -
DECREE OF REGISTER
Estate of MARGARET A. FOGARTY
also known as
Cumberland County, Pennsylvania
Deceased
No. 9J-rig-riff16
Social Security No: 209-03-6752 Date of Death: 12/16/01
AND NOW, January. 8 2002 , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~J Testamentary I'"1 of Administration
((c.t.a., d.b.n.c.t; pendente lite; durante absentia; durante minoriate)
are hereby granted to William W. Fo,qarty
in the above estate and that the instrument(s), if any, dated JUNE 2~ 1998
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
FEES
Letters ....................................
Short Certificates(s) ..... .5......: ..... $
Renunciation .......................... $
Extra Pages ( 1 ) ...............$
I.T.R ....................................... $
JCP Fee ................................. $
Inventory ................................ $
Other ...................................... $
$ 270.00
15.00
5.00
TOTAL ............................. $ 293,00
MAILED TO EXECUTOR'JANUARY 8, 2002
RegiSter o.f Wills
Signature
Attorney: James H. Turner~ Esquire
I.D. No: 29928
Address: 4415 North Front Street
Harrisburg
PA 17110
Telephone: 717/232-4551
DATE FILED: 12B~2
105.~05 REV 9/86
o"?i ,nm,'. ceruhLate;iwm
~IING:~ I1
Jpli~
Last .Will and Testament
BE IT KNOWN HEREBY that I, MARGARET A. FOGARTY, of the City
of Harrisburg, Dauphin County, Pennsylvania, being of sound and disposing mind
and memory, do hereby make, publish and declare this to be my last will and
testament, hereby revoking and making null and void any and all last wills and
testaments and codicils thereto by me at any time heretofore made.
I hereby nominate, constitute and appoint my son, WILLIAM W.
FOGARTY, to be the Executor of my Last Will and Testament. I hereby relieve
my personal representative from the necessity of posting security in connection
with his duties as such in any jurisdiction in which he may be called upon to act
insofar as I am able by law to do so.
I give, devise and bequeath all of my property, real, personal and otherwise,
wherever located, to my children, Patricia Ann, Eugene, William and Terrence,
share and share alike. If any of my children should predecease me, than their share
will go to their heirs.
Any and all payment or payments of any sum or sums, whether in cash or in
kind and whether from principal or income, payable to my beneficiaries, shall be
made upon their sole receipt, free from anticipation, alienation, assignment,
attachment and pledge, and free. from control by creditors of my beneficiaries, and
shall not be subject to any execution or attachment.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this my
Last Will and Testament, consisting of one'(l) page this O.n r.4' day of
~'J~t~ n ~ ,A.D. 1998.
ARl~. FOGARTY, TESTA~
'ATTESTATION: This instrument was by the said MARGARET A.
FOGARTY on the date thereof signed, published and declared by her to be her
Last Will and Testament, in our presence, who at her request and in her presence
and in the >presence of each other have
witnesses.
WITNESS
hereunto subscribed our names as
t
COMMONWEALTH OF PENNSYLVANIA -
· SS
COUNTY OF ·
We, ,~/~A/z~7,~/,e? ~9~ ~"'~,~e~ ~-dt'///q~?/L~ , and
/~r~[~t:lltl~e_T' ~. ~ctIgRT~ , the Testatrix~and the witnesses, respectively
whose names are s~gned~o the/attached or foregoing instrument, being first duly sworn,
do hereby declare to the undersigned authority that the Testatrix signed and executed the
instrument as her last will, and that she signed willingly, and that she executed as her free
and voluntary act for the purposes therein expressed, and that each of the witnesses in the
presence and hearing of the Testatrix, signed the Will as wimesses, and that to the best of
their knowledge, the Testatrix was at the time eighteen (18) years of age or older, of
sound mind and under no constraint or undue influence. , ~
T(~,STATRIX .
WITNESS
SWORN OR AFFIRMED TO AND ACKNOWLEDGED BEFORE ME, THIS
DAY OF '--'ff ~ r~ "~. ,1998.
NOTARY PUBLIC
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No.'
Margaret A. Fogarty
December 16, 2001
2002-00016
TO THE REGISTER:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above
captioned estate on January 14, 2002.
Name Address
William W. Fogarty
Patricia A. Garno
2408 Bradley Drive
Harrisburg, PA 17110
915 Stoney Lane
Gladwyne, PA 19035
Eugene J. Fogarty
One Canterbury Close
Westport, CT 06880
Terrence F. Fogarty
174-1100 Hammond Drive
Suite 410A
Atlanta, GA 30328
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date: 1/14/01
Turner and O'Connell
4415 North Front Street
Harrisburg, PA 17110
(717) 232-4551
Counsel for personal representative
STATUS REPORT UNDER RIFLE 6.12
Name of Decedent:
Date of Death: Becember 16,, 2001
Will No.: 2002-000 i6 Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes [--] No ~]
2. Ii'the answer is No, state when the personal representative reason, ably believes
thattheadministrafi'0nWi-llbe~mplete: /~,,~-~/,.,, -~'":~ / ~/J~ ~
3. If the answer to No. 1 is Yes, state the following:
Did the personal representative file a final account with the Court?
Yes_ No
b. The separate Orphans' Court No. (if any) for the personal representative's
accoUnt is: .
c. Did the persona:~epresentati~;e State ari-'/t~coii'ht-informally to the parties
in interest? Yes [--'] No [~
Date: 12/3/03
Copies of receipts, releases, joinders and apProval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and may be attached to this report.
I
....... Sames H. Turner, Esquire
Name
4415 North Front Street
Harrisburg, PA 17110
Address
' 717/232-4551
_. Telephone No.
"' :'~'~' Cat~iiyi" '. ['-] Pers°ii~l; l~pfes~iatative ;'
[-~ Counsel for personal representative
MARCH 9, 2004
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
D E PA RT U E N R'~8~06~l:Oi:fio~ of
HARRISBURG, PA ~,7~1i2~8~06:0',~,/itls
'04 I'IAR 12 P1:48
Telephone
717 787-3930
Ct~mbertand. Co., PA
Dear Register. of Wills:
Re:
Estate of MARGARET. FOGARTY
File Number: 2102-0016
County: CUMBERLAND
Date of Death: 12/16/01
The subject decedent legally resided in CUMBERLAND County as of the date of death.
Accordingly, you are authorized to cancel file number 2204-0145. All matters concerning this
estate should be maintained under CUMBERLAND County File. Number 2102-0016.
All original Inheritance Tax documents for the subject decedent should be forwarded to
the CUMBERLAND County. Register of Wills; however, you may wish to retain a copy, including
photocopies of all receipts for the collection of Inheritance Taxes in. the subject estate which
have been issued by your office.
Please contact me at the telephone number above if you have any questions.
· Claudia Maffei, Sl:ip~K/isor
Document Processing Unit
Inheritance Tax Division
COUNTY MIX-UP
Occasionally an attorney or taxpayer makes a Resident Inheritance Tax
payment to the Register of Wills of a county ~n which a decedent did not
reside We regard th~s as a County M~x-Up and the Register receiving the
payment should report the payment on h~s/her Register of Wills Monthly
Report Do not void the receipt
Forward photocopies of the Offimal Inheritance Tax Receipt(s) form REV-
1162, along with any inheritance tax documents or correspondence on file,
to the Reguster of Wills of the county in which the decedent resided
Notify the Department's Inheritance Tax D~ws~on of the county mix-up
Marl such not~fication to
PA Department of Revenue
Bureau of Indxwdual Taxes
Dept 280601
Hamsburg, PA 17128-0601
Mmntmn the blue copy of the receipt for audit purposes
-11-
,3)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
HARRISBURG, PA 17128-0601
OFFICIAL RECEIPT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
PENNSYLVANIA INHERITANCE AND ESTATE TAX
NO DA 001882
EIVED FROM
JAMES H TURNER, ESQ
4415 NORTH FRONT STREET
HARRISBURG, PA 17110
fold
ESTATE INFORMATION
FILE NUMBER
2204-0145
NAME of Decedent (Last F~rst M0
FOGARTY, MARGARET
DATE of PAYMENT
02/09/2004
FMARK DATE
02/06/2004
COUNTY
DAUPHIN
DATE of DEATH
12/16/2001
REMARKS
SSN# 209 03 6752
LOCAL NUMBER 0000 -0000
Seal
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID
RECEIVED BY
Register of Wills
REGISTER OF WILLS COPY
AMOUNT
9,335.53
9,335.53
SANDRA C SNYDER
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128~601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAl SOCIAL SECURITY NUMBER
I--
z Fogartv, Marclaret 2 0 9- 0 3-6 7 5 2
LU
I-t DATE OF DEATH (MM-DD-Yea-} DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
U.I REGISTER OF WILLS
(.1 12/16/2001 10/12/1911
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE rNITIAL) SOCIAL SECUPJTY NUMBER
[] 10ng~naIRetum [] 2 SupplementalReturn [] 3 Rema~nderRetum (dateofdeathpnorto1213821
[] 4 L,m,ted Estate [] 4a FuturelntemstCompromlseld~o, deatha-~12~2821 [] 5 FederalEstateTaxRetum Requ,red
[] 6 Decedent D~edTestate (Aachmoyofw~) [] 7 DecedentMalntalnedaLiwngTmst(At~ch~y~fTrust) __ 8 TotalNumberofBateOepos~tBaxes
[] 9 L~gabon ProceedsRece~ved [] 10 SpeusaIPover[yCredlt(d~e~hbet~en123181antilleS) [] 11 Elecbontotex underSec 0113(A)(A~achS¢hO)
CONFIDENTI~TAX NFORMATION
NAME I COMPLETE MAILING ADDRESS
James H Turner ! 4415 N Front St,
I Harnsbur,q PA 17110
FIRM NAME (If Apphcable)
O'Connell
TELEPHONE NUMBER
717-232-4551
1 Rear Estate (Schedule A) (1)
2 Stocks and Bonds (Schedule B) (2)
3 Closely Held Corporahon, Par~emh~p or Sore-Propnetorah~p (3}
4 Mortgages & Notes Recewable (Schedule D) (4)
5 Cash, Bank D~pes~ & M~sesllaaeous Personal Property (5)
(Schedule E)
6 JolntJy Owned Properly (Schedule F) (6)
] Separate Bdhng Requested
7 Inter-Vivos Transfers & M~scellaneous Non-Probate Properly {7)
(Schedule G or L)
8 Total Gmes Assets (total Lines 1-7)
9 Funeral ~xpenses & Adm~n~stralwe Costs (Schedule H) (9)
10 Debts of Decedent, Mortgage bablJ~bes, & L~ens (Schedule I) (10)
11 Tctol Osdu~:o,-s (totel U,~es 9 & 10)
17 Net Value of Estate (Line 8 minus Line 11 )
13 Chanteble and Governmental Bequest~Sec 9113 Trusts for which an elect~on to tax has not been
made (Schedule J)
14 Net Value Subject to Tax (Line 12 minus Line 13)
81 ~302 00
140r641 29
500 O0
SAN
CLERK
OFFICIAL USE ONLY
FILED
:EB 9 - 2004
)RA C. SNYDER
~TER OF W~LLS AND
: THE ORPHANS' C~U~T
(8) 222~443 29
30~216 73
1 r887 11
32 103 84
(12) 190,339 45
(13)
(14) 190,339 4~
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15 Amount of Lrne 14 taxable at the spousal tax
rate, or transfers under Sec 9116 (a)(12)
16 Amount of Line 14 taxable at hnesl rate
17 Amount of bne 14 taxable at s~bl~ng rate
18 Amount of Line 14 taxable at collateral rate
19 Tax Due
X __ (16)
192r089 45 X 045 (16) 8~644 03
X 12 (17)
X 15 (18)
(19) 8,644 03
~!1% ~,~ [J;,~,*~;~;~ *'~5.~>,,~BE SURE'TO ANSWERIALE QUESTIONS~ONREVERSE, SIDE~ANDIRECHECK~MATH;!=~,<~.<.~ 'I,~~ ;~,t, ~;~,,~ '
Decedent's Complete Address:
*l cra, Mechamcsburg
J STATE PA I ZIP 17055
~ I ~:e I ADDRESS
Country Meadows
4905 E, Tnndle Rd,
Tax Payments and Credits:
1 Tax Due (Page 1 Line 19)
2 Credits/Payments
A Spousal Poverly Crad~t
B Pnor Payments
C Discount
InteresFPenalty dapphcable
D Interest
E Penalty
691 50
8t644 03
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E ) (3) 691 50
4 If Line 2 is greater than Line 1 + Line 3. enter the d~fference Th~s ~s the OVERPAYMENT,
Check box on Page 1 Une 20 to request a refund (4)
5 If bnel +Lme3~s greater than Line 2, enterthed~fferance ThlslstheTAX DUE. (5) 9,335 53
A Enter the =nterest on the tax due (5A)
B Enter the total of Line 5 + 5A This ~s the BALANCE DUE. (5B) 9,335 Sa
Make Check Payable to REGISTER OF WlLLS, AGENT
, ~ ,~, ? . , !. ~., ~.~
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes No
[] []
Did decedent make a transfer and
a rata~n the use or income of the preperty transferred,
b retain the right to designate who shall use the property transferred or its income,
c retain a revem~onary interest, or
d recewe the premise for hfe of e~ther payments, benefits or care?
2 If death occurred after December 12, 1982, d~d decedent transfer property w~th~n one year of death
without rece~wng adequate cons=derahon'~
3 D~d decedent own an qn trust for" or payable upon death bank account or security at h~s or her death'~
4 Did decedent own an Indlwdual Rehrament Account, annuity, or other non-probate preberty which
contains a beneficiary des~gnat~on'~
[] []
[] []
[] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
~f~ of per]u_l¥? rd.~ecla~.~ that l hav~ examlne~ ~,s rei~m ,?cludL~I~ ,accompa~y,ng schedules and statements, and Io the best of my know~edge and beJ~ef ,t ,s true correct a~d ce~ple e
pmp~ ome man me persona repmsen~e is ~ on a~l mm~3aoa of which preparer has a~y I~wdedge
SIGNATURE OF.PERSON'RESPONSIBI~ 17ORJ~LINGRETURN DATE
ADDRESS 2408 Bradley Dr ,/' / / '
Harnsbur,q (/ PA 17110
SIGNATU~ DATI~
ADDRESS /4415 N Front St,
Harnsbur,q PA 17110
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate ~mposed on the net value of transfers to or for the use of the surv~wng spouse ~s 3%
[72PS §9116(a)(1 1)0)]
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 rs 0% [72 P S §9116 (a) (1 1)
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fll~ng a tax return ara still applicable even if
the sunnwng spouse ~s 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 he use of a natural paren an adopt ve parent
or a stepparent of the ch Id s 0% [72 P S §9116(a)(1 2)]
The tax rate ~mposed on the net value of transfers to or for the use of the decedenrs hneal beneflc~anes
The tax rate ~mposed on the net value of transfers to or for the use of the decedenrs s~bhngs ~s 12% [72 P S §9116(a)(1 3)] A srbhng ~s defined, under Section 9102, as an
md~wdual who has at least one parent m common w~th the decedent, whether by blood or adoption
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Foaadv. Maraaret
Ail mai property owned solely or as a tenant in common must be repoffed at fair market value Far market value rs defined as the pnce at which pmpe~ would be exchanged
between a writing buyer and a willing seller, nedher being compelled to buy or sell, beth having reasonable knowledge of the relevant facts Real properS/which is jointly-owned with right of
sunnvorship must be disclosed on Schedule F
ITEM
NUMBER
DESCRIPTION
Personal residence of decedent Ioacted at 255 Cumberland St,, C~ty of Harrisburg,
Dauphin County, PA Valued per net proceeds from sale (see HUD -1)
VALUE AT DATE
OF DEATH
81,302 O0
TOTAL (Also enter on I~ne 1, Recapitulation) $ 81,302 Or)
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF FILE NUMBER
Fooartv. Maraaret
All property jointJy-ow, ed with nght of suwivorsh~p must be disclosed on Schedule F
rTEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Amhangel D~amond Corp, 1100 shares
Artemis Intl Solubons 53 shares
Emerge Interacbve Inc 135 shares
Internet Capital Group Inc 270 shares
King Pharmaceubcals 1200 shares
Novell Inc 350 shares
Pac-West Telecom Inc 135 shares
Safeguard Sc~enbfic I nc 3,150 shares
Sanchez Computer Assoc 360 shares
U S Interactive Inc 68 shares
Bond Fund of America
Frankhn Income Fund CL C
Income Fund of America
Wash Mutl Invs Fund
Dreyfuss Fund
185 13
2 65
101 25
207 90
37,272 O0
1,431 50
60 75
8,883 O0
1,980 O0
0 40
12,913 48
19,966 68
15,243 99
22,799 55
19,593 01
TOTAL(Alsoenteronllne2, Recap~tulahon) $ 140,641 2,q
(If more space ~s needed, insert add~honal sheets of the same s~ze)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
FoQartv. Maroaret
Include the proceeds of hbgabon and the date the proceeds wnm received by the estate All property Jointly-owned wtth the nght of sun~vorshlp roust be d~sclosed on Schedule F
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Furmture ~n house 500 O0
2
PSECU sawngs and checking accounts
TOTAL (Also enter on hne 5, Recapitulation) $ 500 00
(If more space ~s needed, insert edd~t~onal sheets of the same s~ze)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Fooartv. Maraaret
Debts of decedent must be reported on Schedule I
FILE NUMBER
ITEM
NUMBER DESCRIPTION AMOUNT
A
1
2
3
4
5
8
7
B
1
2
3
7
8
9
10
11
12
13
14
15
16
17
18
FUNERAL EXPENSES
Nedl Funeral Home
Cantor and Rev Tom Hartman for funeral service
Harnsburg Country Club (funeral luncheon)
Funeral Flowers
Grave Stone to Romberger Memorials
Funeral Luncheon
Flowers for Funeral to the Garden Path
ADMINISTRATIVE COSTS
Personal Representative's Commissions
Name of Personal RepresentaWe (s)
Social Secunty Number(s) / £IN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid
AttomeyFees Turner and O'Connell
Family Exemption (if decedeni's address ~s not the same as claimant's, attach explanation)
C~amant
Zip
SbeetAddmss
ce/
Retabonshlp of Claimant to Decedent
State
Probato Fees Register of Wdls
Accountant's Fses
T~x Return Preparer's Fees
Uhhhes at residence
Costs ~ncurred mowng personal property
Property Taxes
Ohio Casualty (Property Insurance)
Cumberland Law Journal (Estate Nobce)
Carhsle Sentinel (Estate nohce)
Expenses ~ncurred ~n remowng debris from house for sale
REpairs to house to meet c~ty code for sale
Cleamng House for sale
C~ty Inspection Fee
Yard maintenance and snow removal
Appraisal of real estate
TOTAL (Also enter on hne 9, Recapitulation) $
7,230 O0
450 O0
2,195 36
1,133 04
1,512 75
1,822 80
1,133 04
,750 O0
305 O0
165 O0
2,412 75
137 86
4,758 82
1,014 O0
75 O0
100 31
705 O0
1,825 O0
685 O0
75 O0
436 O0
295 O0
30~216 73
(Ifmom spacelsne~,msedaddltlonalsheetsofthesameslz~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES~& LIENS
ESTATE OF
Fooartv. Maroaret
Include unrelmbursed medical expenses
FILE NUMBER
ITEM
NUMBER DESCRIPTION AMOUNT
Alert Pharmacy
Kaplan Cleamng
Inheritance tax due Commonwealth of Pennsylvama for Estate of Eugene Fogarty
Ispouse of decedent who predeceased her)
AT&T
UGI
C~ty of Harrisburg Ubhtles
30 21
6 05
1,731 50
21 35
77 42
20 58
TOTAL (Also enter on hne 10, Recap*tulatlon) $ 1 ~887 11
(If more space is needed, insert additional sheets of the same size)
REV-1513 ~X + (~00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Foaartv. ~araaret
NUMBER
!
1
2
3
4
I!
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS [~nclude outnght spousal d:stnbuhom~, and transfers under
Sec 9116(a)(12)]
Wdham W Fogarty
2408 Bradley Dr
Harrisburg, PA 17110
Patnc~a A Garno
915 Stoney Ln
Gladwyne, PA 19035
Eugene J Fogarty
One Canterbury Close
Westport, CT 06880
Terrence F Fo[~arty
174-1100 Hammond Dr Suite 410
Atlanta, GA 30328
son
:laughter
son
25%
25%
25%
25%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
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 l! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space ~s needed, mse~1 add~bonal sheets of the same s~ze)
BUREAU OF TNDTVTDUAL TAXES
TNHERTTANCE TAX DTVTSTON
DEPT. Z80~,01
HARRTSBURL~.~ PA 171ZB-O&01
JANES H TURNER
qq15 N FRONT ST
Hag
COMMON#EALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTTCE OF TNHERTTANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DTSALLO#ANCE
OF DEDUCTTONS AND ASSESSMENT OF TAX
'04 FileR26 ! ,11:48
DATE 03-29-200q
ESTATE OF FOGARTY
DATE OF DEATH 12-16-2001
FILE NUMBER 21 02-0016
COUNTY CUMBERLAND
ACN 101
Amount Remitted
REV-1547 EX AFP (01-15)
MARGARET A
HAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE I~~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF FOGARTY MARGARET A FILE NO. 21 02-0016 ACN 101 DATE 03-29-200q
TAX RETURN HAS: ( ) ACCEPTED AS FTLED (X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORTGTNAL RETURN
1. Reel Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closily HIld Stock/Partnirsh/p Tntirest (SchIdule C) ($)
q. Hortgages/Notis Race/vable (Schedule D) (q)
5. Cash/Bank DeposLts/HLsc. Personal Property (Schedule E) ($)
6. Jo/ntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Tote1 Assets
81t30Z.O0 NOTE: To /nsure proper
ZqOtGqZ.29 cred/t to your account,
.00 submLt the upper portLon
.00 of this form w/th your
500.00 tax payment.
.00
.00
(8) 222,qq3.29
APPROVED DEDUCTIONS AND EXEHPTIONS: 30,216 73
9. Funeral Expenses/Adm. Costs/MLsc. Expenses (Schedule H) (9) ·
10. Debts/Hortgege LiebilLties/LLens (Schedule T) (10) 1 ~ 887.11
11. Total Deduct/ohs (11)
12. Nit Value of Tax Return (12)
15. Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
lq. Net Value of Estate Subject to Tax (lq)
.'.'.x2
lg0,339.q5
.00
190,339.q5
NOTE: If an assessment was /ssued previously, 1/nes 1~, 15 and/or 16, 17, 18 and 19 #ill
reflect f/gures that /nclude the tote! of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AIount of L/ni lq it Spousi1 rite (16)
16. Amount of Line lq tIxible it LLneel/Cliss A rite (16)
17. AIount of Line lq It S~bling rite (17)
18. Amount of Line lq tIxIble It Co11Iteri1/Cliss B rite (18)
19. PrLncipel TIx Due
TAX CREDITS:
PAYHENI RECEZPT DZSCOUNT (,)
DATE NUHBER INTEREST/PEN PATD (-)
02-06-200q DA001882 612.07-
. O0 x O0 = . O0
190,339.q5 x Oq5= 8,565·28
· 00 x 12 = . O0
· O0 x 15 = . O0
(19)= 8,565.28
AHOUNT PATD
9,335.53
TF PATD AFTER DATE TNDTcATED, SEE REVERSE
FOR CALCuLATTON OF ADDTTToNAL TNTEREST.
TOTAL TAX CREDIT
8,723.q6
BALANCE OF TAX DUE 158· 18CR
INTEREST AND PEN. .00
TOTAL DUE 158.18CR
( TF TOTAL DUE TS LESS THAN $1, NO PAYHENT TS REQUTRED.
II
ZF TOTAL DUE ZS REFLECTED AS A CREDTT (CF), YOU HAY BE DUE
A REFUND· SEE REVERSE SZDE OF THZS FORH FOR ZNSTRUCTZONS.)
:~EV-1470 EX (6-88)
~ INHERITANCE TAX
C~Mi~O.W~A,~,- ~'~:~ ~o~ ~..s¥,v^. ~^ EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 28O6O1
HARRISBURG~ PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Margaret Fogarty 2102-0016
REVIEVVED BY ACH
ANITA MCCULLY 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW Page 1
BUREAU OF INDIVIDUAL TAXES
'rNHERI*TANCE TAX DZVTSTON
DEPT,
HARRrSBURG, PA 17128-06D1
CONNONNEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEMENT OF: ACCOUNT
REV-1607 EX &FP [01-03)
JANES H TURNER
4~15 N FRONT ST
HBG
~-i,~. ;. DATE 0~-19-2004
, ESTATE OF FOGARTY
DATE OF DEATH 1Z-16-2001
-~ FXLE NUNBER 21 02-0016
.... ...... COUNTY CUNBERLAND
ACN 101
PA 17[:10 i Amoun'l: RemJ.~:'l:ed
I
NARSARET A
HAKE CHECK PAYABLE AND REMIT PAYNENT TO:
REGISTER OF WILLS
CUNIiERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credi~ ~o your account, subei~ ~he upper portion of ~h~s fore wi~h your ~ax payeen~.
CUT ALONG TH'rS LINE I~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03)
ESTATE OF FOGARTY
~ INHERITANCE TAX STATENENT OF ACCOUNT
NARGARET A FILE NO. Z1 02-0016 ACN 101 DATE 0~-19-Z00~
TH/S STATENENT 1S PROV/DED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTATE. SHO#N BELO#
1S A SUNNARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE,
A PROJECTED /NTEREST FIGURE.
DATE OF LAST ASSESSNENT OR RECORD ADJUSTNENT: 05-Z9-200~
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYNENTS (TAX CREDITS):
8,565.28
PAYNENT RECEIPT DISCOUNT (+) ANOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
612.07-
0Z-06-200~
05-$0-200~
DAOO188Z
REFUND
.00
ZF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
ZF TOTAL DUE ZS LESS THAN $1,
NO PAYNENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" {CR},
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. )
158.18-
TOTAL TAX CREDIT 8,565.28
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
PAYNENT:
Detach tho top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- Zf RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
-- Zf NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CA): A refund of a tax credit, mhich ~as not requested on the Tax Return, may bm requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at
the Office of the Register of Nills, any of the Z3 Revenue District Offices or from the Department's Iq-hour
ansaering service for forms ordering: 1-800-36Z-ZO50~ services for taxpayers ~ith special hearing and / or
speaking needs: 1-BOO-~q7-30ZO (TT only).
REPLY TO:
guostions regarding errors contained on this notice shouId be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. IS0601, Harrisburg, PA ITiZB-0601, phone
(717) 787-6SOS.
DISCOUNT:
If any tax duo is paid within three (3) calendar months after the decedont's death, a five percent (5Z) discount
of the tax paid is alIaNed.
PENALTY:
The 15Z tax amnesty non-participation penalty is computed on tho total of the tax and interest assessed, and not
paid before January 18, 1996, tho first day after the end of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (SI) percent par annum calculated at a daiIy rate of .00016~. Ail taxes which became delinquent on and after
January 1, 198Z ~ill bear interest at a rate ~hich ~ill vary from calendar year to calendar year ~ith that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZO0~ are:
Interest Daily Interest Daily Interest
Year Rate Factor Year Rate Factor Year Rate
198Z ZOZ .O00Sq8 1988-1991 llX .000301 ZOO1 9Z
1985 162 .0004~8 1992 9Z .OOOZq7 ZOOZ 62
1984 112 .000501 1995-199q 7Z .00019Z ZOO3 52
1985 132 .000356 1995-1998 9Z .O00Zq7 ZOOq iX
1986 lOX .O00ZTq 1999 7Z .00019Z
1987 92 .0002~7 ZOO0 8Z .000219
Daily
Factor
.000247
.00016~
.000137
.000110
--Interest is calculated as follo~s:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent ~i11 reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shoan on the
Notice, additional interest must be calculated.
-,
r -~ .
ci,
~j~
1N THE MATTER OF
THE ESTATE OF
MARGARET A. FOGARTY
1N THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY
PENNSYLVANIA
ORPHANS' COURT DIVISION
NO.2002-00016
STATUS REPORT UNDER RULE 6.12
Register of Wills of Cumberland County
Name of Decedent: T~Iargaret A. Fogarty
Social Security Number: 209 03 6752
Name of Personal Representative: William W. Fogarty
Capacity: Executor
The administration of the estate is complete.
An account was stated to the parties in interest and the parties released the personal
representative.
I certify under penalty of perjury that the foregoing information is correct to the best of
my knowledge, information and belief.
C ~-_~_ .
Date: March 29, 2004 ames H. Turner, Esquire
TURNER AND O'CONNELL
4415 North Front Street
Harrisburg, PA 17110
(717) 232-4551
Attorney for Estate
•r, ..
,;