HomeMy WebLinkAbout10-30-08 (3)15056041158
REV-1500 EX (06-05)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 21 0 7 0 9 2 2
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
164-24-9879 09282007 04011,925
. e
Decedent's Last Name Suffix Decedent's First Name M I
FULLER MARY E
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name M I
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
- - REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
1. Original Return
^ 4
. Limited Estate
6. Decedent Died Testate
(Attach Copy of Will)
^
9. Litigation Proceeds Received
2. Supplemental Return
^ 4a.
^ 7.
^ 10. Future Interest Compromise (date of
death after 12-12-82)
Decedent Maintained a Living Trust
(Attach Copy of Trust)
Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
^ 3. Remainder Return (date of death
^ 5. prior to 12-13-82)
Federal Estate Tax Return Required
0_. 8. Total Number of Safe Deposit Boxes
^ 1 1. Election to tax under Sec. 9113(A)
(Attach Sch. O)
~,vrtrt~arvrvucrv I -THIS SECTICNJ MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number _
RICHARD C• SNELBAKER, ESQUIRE 717-697-8r5~8 s -' -~
_~ ~.~ ,.,
Firm Name (If Applicable) ~
SNELBAKER & BRENNEMAN, P•C•
First line of address
44 WEST MAIN STREET
Second line of address
P • 0 • BOX 31,8
City or Post Office State ZIP Code
MECHANICSBURG PA 17055
Correspondent's a-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true: correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
,~~ \ / 1
I~AKYI~IU SHARP EXECUTRIX 119 RIDGE ROAD, CARLISLE, PA 170
SIvNAN Tuyct yr rKJ~jaKtK7dTHER THAN REPRESENTATIVE nn,-c
RICHARD C• SNELBAKER, ESQUIRE 44 WEST MAIN STREET, MECHANICSBURG,PA
PLEASE USE ORIGINAL FORM ONLY 17055
15056041158
Side 1
6M4647 3.000
15056041158
'~ti
15056042159
REV-1500 EX
Decedent's Social Security Number
164-24-9879
Decedent's Name F U L L E R MAR Y
RECAPITULATION
1. Real estate (Schedule A) 1.
85000.00
2. Stocks and Bonds (Schedule B) .......................... 2. 3 4 9 5 • 5 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . 3. 0 , 0 0
4. Mortgages & Notes Receivable (Schedule D). 4. 0 • O O
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 5. ], 3 6 8 5 • 8 0
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. 3 2 5 2 3 • 2 9
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested 7. 0 • O 0
8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . 8. 13 4 7 O 4 • 5 9
9. Funeral Expenses & Administrative Costs (Schedule H) . 9. 2 4 4 5 3 • 5 4
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . 10. 1720 , 1O
11. Total Deductions (total Lines 9 & 10) . 11. 2 6 ], 7 3 • 6 4
12. Net Value of Estate (Line 8 minus Line 11) 12. ], O 8 5 3 O • 9 5
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) . 13. O • 0 0
14. Net Value Subject to Tax (Line 12 minus Line 13) 14. L O 8 5 3 0 • 9 5
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 .0~ O , OO 15.
O.OO
16. Amount of Line 14 taxable
at linealratex.o4.5 108530.95 16. 4883.89
17. Amount of Line 14 taxable
at sibling rate X .12 O •0 0 17. O •O O
18. Amount of line 14 taxable
at collateral rate X .15 O.0 0 18. O • O O
19. TAX DUE 19. 4 8 8 3. 8 9
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15D56D42159 6M46482.000 15056042159
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
0922
DECEDENTS NAME
FULLER MARY E
STREET ADDRESS
CUMBERLAND COUNTY
CITY
CARLISLE STATE ZIP
Tax Payments and Credits:
1 . Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit 0 . 0 0
B. Prior Payments 3 0 0 0. 0 0
C. Discount 15 0 • 0 0
3. Interest/Penalty if applicable
D. Interest 0 • 0 0
E. Penalty 0 . Q Q
(1> . 4883.89
Total Credits (A + g + C) (2> _ 315 0 •0 0
Total Interest/Penalty (D + E) (3) _ 0 , 0 0
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a refund. (4) _ 0 • 0 0
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAx DUE. (5) _ 17 3 3 • 8 9
A. Enter the interest on the tax due. (5A) 0 • 0 0
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) _ 17 3 3 • 8 9
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ^
b. retain the right to designate who shall use the property transferred or its income; ^ X^
c. retain a reversionary interest; or . ^
d. receive the promise for life of either payments, benefits or care? ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? X
4. Did decedent own an Individual Retirement Account, annuity
or other non-probate property which
,
contains a beneficiary designation? ^ ~~
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)]. 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 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 decedent's siblings is twelve (12) percent [72 P.S. §9116(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 a3doption.
6M4671 1.000
1
REV-1502 EX+(6-98) SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
21 07 0922
Ma E. Fuller
All real property owned solely or as a tenant in common must be reported affair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant fads.
Real property which is jointlyowned with right of survivorship must be disclosed on Schedule F.
VALUE AT DATE
ITEM DESCRIPTION OF DEATH
NUMBER
1, Property known and numbered
as 300 Park Street, Borough of Cresson, County of
Cambria, Cresson, PA, sale value (see attached
settlement sheet)
TOTAL (Also enter on line 1, Recapitulation)
swasss ~ o00 (If more space is needed, insert additional sheets of the same size)
85,000.00
$ 85,000.00
A. S@ttI@111ent Stat@111ent U.S. Department of Housing OMB A
_,._ pproval No. 2502-0265
---- and Urban Development (expires 11/3012009)
B. Type of Loan
6. File Number:
1. ^ FHA 2. ^ FmHA 3, ^Conv. Unins. 100-2873
4. ^ VA 5. ^Conv. Ins.
7. Loan Number: 18. Mortgage Insurance Case Number:
1560080248
C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked
"(p.o.c)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
D. Name & Address of Borrower: E. Name & Address of Seller:
William J. Thomas, Jr. Mary E. Fuller Estate C/o Marylou Sharp,
928 Lower S Main Sf. Exec.
Bangor, PA 18013-2834 c% Attorneyy Richard Snelbaker
Crystal L. Thomas ianicsburg, PA 17055-0318
928 Lower S Main St.
Bangor, PA 18013-2834
F. Name & Address of Lender:
Reliance Savings Bank
1119 12th Street, Altoona, PA 16601
G. Property Location: H. Settlement Agent:
300 Park Avenue Goldstein, Heslop, Steele, Clapper &
Cresson, PA 16630 Oswalt
Cambria County Place of Settlement:
414 N. Logan Blvd.
Altoona, PA 16602
Rescission Date:
I. Settlement Date:
08/28/2008
J. Summary of Borrower's Transaction K. Summary of Seller's Transaction
100. Gross Amount Due From Borrower 400. Gross Amount Due To Seller
101. Contract sales price $85, ooo. 00 401. Contract sales price $85, ooo. 00
102. Personal property 402. Personal property
103. Settlement charges to borrower (line 1400) $2, 301.96 403.
104. 404.
105.
405.
Adjustments for items paid by seller in advance
106. City/town taxes 08/28/2008 to 01/01/2009
107. County taxes 08/28/2008 to 01/01/2009
108. Assessments 08/28/2008 to 07/01/2009
109.
110.
111.
112.
120. Gress Amount
200. Amounts Paid
201. Deposit or earn
e From Borrower
Or In Behalf Of Borrower
202. Principal amount of new loan(s)
203. Existing loan(s) taken subject to
204.
205.
206.
207.
208.
209.
Adjustments for items unpaid
210. City/town taxes
211. County taxes
212. Assessments
213.
214.
2.15.
216.
217.
218.
219.
Adjustments for items paid by seller in advance
$40.64 406. City/town taxes _ 08/28/2008 to 01/01/2009
$116.84 407. County taxes 08/x.'8/2008 to 01/01/2009
$582.12 408. Assessments 08/x!8/2008 to 07/01/2009
409.
410.
411.
412.
$88, 041.56 420. Gross Amount Due To Seller
500. Reductions In Amount Due To Seller
SZ, ooo. 00 501. Excess deposit (see in;structions)
$68, ooo. 00 502. Settlement charges to ;seller (line 1400)
503. Existing loan(s) taken subject to
504. Payoff of first mortgage loan
505. Payoff of second mortgage loan
506.
507.
508.
509.
seller Adjustments for items unpaid by seller
tO 510. City/town taxes to
to 511. County taxes to
to 512. Assessments
to
513.
514.
515.
516.
517.
518.
519.
220. Total Paid By/For Borrower
300. Cash At Settlement From/To Borrower
301. Gross amount due from borrower (line 120)
302. Less amount paid by/for borrower (line 220)
$69, 000. 00 520. Total Reduction Amount Due Setter
600. Cash At Settlement TolFrom Seller
S88, 041.56 601. Gross amount due to seller (line 420)
69, 000. oo) 602. Less reductions in amt. clue seller (line
$40.64
$116.84
$582.12
$85,739.60
$1,coc.oa
$4,999.84
$5,999.84
$85, 739. 60
$5,999.84 1
30.3. Cash ®From ^ To Borrower I $19 041 561 603 Cash ®To
^From S
$79
ll
Section 5 of the Real Estate Settlement Procedures Act (RESPA)
requires the following: HUD must develop a Special Information e
er
, 739. 76
Section 4(a) of RESPA mandate UD develop and prescribe thi
Booklet to help persons borrowing money to finance the purchase of
sid s
standard form to be used a1: the time of loan settlement to provide full
disclo
re
ential real estate to better understand the nature and costs of
real estate settlement services; Each lender must provide th
b sure of all charges imposed upon the borrower and seller.
These are third party disclosures that are designed to
id
e
ooklet
to all applicants from whom it receives or for whom it prepares a
written application to b prov
e the
borrower with pertinent information during the settlement process in
order to be a better sho
er
orrow money to finance the purchase of
residential real estate; Lenders must prepare and distribute with th pp
.
The Public Reporting Burden for thi
ll
e
Booklet a Good Faith Estimate of the settlement costs that the
borrower is likely to incur in
i s co
ection of information is
estimated to average one hour per response, including the time for
revi
i
connect
on with the settlement. These
disclosures are mandatory. ew
ng instructions, searching existing data sources, gathering
and maintaining the data
d
nee
ed, and completing and reviewing the
collection of information. •
This agency may not collect this information, and you are not required
to complete this f
s
orm, unle
s it displays a currently valid OMB control
number.
The information requested doers not lend itself to confidentiality.
Previous editions are obsolete
Page 1 of 2 form HUD-1 (3/86)
ref Handbook 4305.2
F°-
. ,
~~iement Charges
. 00. Total Sales/Broker's Commission based on price $ $85, 000.00 @ 6 %_ $5,100.00
Paid From Paid From
Division of Commission (line 700) as follows: Borrowers Seller's
701. $ to Funds at Funds at
Settlement Settlement
702.$ to Century 21 Strayer & Assoc
703. Commission paid at Settlement ( $1, 000.00 P.o.c.) $1, 805.00
7pq, Joyce T. Phillips Real Estate $2,295.00
800. Items Payable In Connection With Loan
801. Loan Origination Fee % Reliance savings Baril
802. Loan Discount % Reliance Savings Ban]
803. Appraisal Fee to ciyde E Yon & Assoc ( $275.00 P.O.C.) $25.00
804. Credit Report to Fiserv Credstar ( $15.:58 P.o.c.)
805. Lender's Inspection Fee Reliance Savings Bank
806. Mortgage Insurance Application Fee to Reliance savings Bank
807. Assumption Fee Reliance Savings Bank
808. Flood Det/Cert Fee to United One Resource $25 POC
809. Application Fee to Reliance Savings Bank $150 POC
810. LP Credit Evaluation to FHLMC $22 POC
811, Document Prop Fee to Reliance Savings Bank $300.00
812.
813.
814.
815.
816.
817.
818.
819.
820.
yuu. aerns Regwrea ay ~enaer r o ese rasa m Aavance
901. Interest from 08/28/2008 t0 09/01/2008 @$ $11.57 /day $39.71
902. Mortgage Insurance Premium for months to
903. Hazard Insurance Premium for 1.00 years to Travelers ( $353. 00 P.o.c.)
904. years to
905.
.vvv..~c.~c.~ca ucNva~acu rrun ~.cnuc~
1001. Hazard insurance months @$ per month
1002. Mortgage insurance months @$ per month
1003. Gity property taxes months @$ per month
1004. County property taxes months @$ per month
1005. Annual assessments months @$ per month
1006. months @$ per month
1007. wnonths @$ per month
1008. months @$ per month
1009. Aggregate Accounting Escrow Adjustment $0.00 $0.00
1101. Settlement or closing fee to
1102. Abstract or title search to -' -'-
1103. Title examination to
1104. Title insurance binder to
1105. Document preparation to
1106. Notary fees to
1107. Attorney's fees to Goldstein., Heslop, Clapper, Steele & Oswalt $50.00
(includes above items numbers: )
1108. Title Insurance tp Goldstein, Heslop, Clapper, Steele & Oswalt $768.75
(includes above items numbers: )
1109. Lender's coverage $ ( $68, 000.00)
1110. Owner's coverage $ $85, ooo. 00 ( $85, ooo. 00 )
1111, PA End 100, 300, 900 @ $50 each $150.00
1112.
1113.
____. __._......_... .......,. ,.....y ...... .. a. w.c. vuu. vca
~~u~. Kecoramg tees: Deed $ $41.50 ;Mortgage $ $63.50 ;Releases $ $105.00
1202. City/county taxlstamps: Deed $ S85o. 00 ;Mortgage $ $850.00
1203. State tax/stamps: Deed $ $850.00 ;Mortgage $ $850.00
1204.
1205.
~Znn ea.~~F:.,.,.,i c,..a,....,.-. ..u-----
iaui. purvey to
1302. Pest inspection to
1303. UPS Fee for RSB Closing Package $17.00
1304. Final water bill to Cresson Borough $49 84
1305. Tax Claim Cert Reimb to GHSCO $1.50
13os.
1307.
1400. Total Settlement Charges (enter on lines 103, Section J and 502, Section K) $2,301.96 $4,999.84
Previous editions are obsolete Page 2 of 2 form HUD-1 (3/86)
ref Handbook 4305.2
~.
Certification
(continued from HUD-1)
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,
it is a true and accurate statement of all receipts and disbursements made on my account or by me in this
transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement.
Borrower: ~,,~.~, a ~,,, ~,,, Date: 8 zg'~~
William JT.' Thomas Jr.
Borrower. ~ ~,~r Date:
Cry I L. Thomas 4~
Seller or
Agent: Date: ~ ~' Q
u ler Estate !o Marylou Sharp, Exec.
Seller or
Agent:
Date:
The HUD-1 Settlement which I have prepared is a true and accurate account of this transaction. I have
caused or will cause the funds to be disbursed in accordance with this statement.
WARNING
Date: Settlement Agent: »~~~ l ~~Date:
Ter dstein
It is a crime to knowingly make false statements to the United States on this or any other
similar form. Penalties upon conviction can include a fine and imprisonment. For details
see: Title 18 U.S. Code Section 1001 and Section 1010.
Wig'
569, ooo. 00 )~ 602. Less reductions in amt. due seller (line 520) ~ ( S5, 999.84 ~
303. Cash ®From ^ To Borrower I Sig, 041.561603. Cash ®To ^ From Seller I 579, 739.76
Section 5 of the Real Estate Settlement Procedures Act (RESPA)
requires the following: HUD must develop a Special Information
Booklet to help persons borrowing money to finance the purchase of
residential real estate to better understand the nature and costs of
real estate settlement services; Each lender must provide the booklet
to all applicants from whom it receives or for whom it prepares a
written application to borrow money to finance the purchase of
residential real estate; Lenders must prepare and distribute with the
Booklet a Good Faith Estimate of the settlement casts that the
borrower is likely to incur in connection with the settlement. These
disclosures are mandatory.
Section 4(a) of RESPA mandates that HUD develop and prescribe this
standard form to be used sat the time of loan settlement to provide full
disclosure of all charges imposed upon the borrower and seller.
These are third party disclosures that are designed to provide the
borrower with pertinent information during the settlement process in
order to be a better shopper.
The Public Reporting Burden for this collection of information is
estimated to average one hour per response, including the time for
reviewing instructions, searching existing data sources, gathering
and maintaining the data needed, and completing and reviewing the
collection of information.
This agency may not collect this information, and you are not required
to complete this form, unless it displays a currently valid OMB control
number.
The information requested does not lend itself to confidentiality.
Previous editions are obsolete Page 1 of 2 form HUD-1 (3/86)
ref Handbook 4305.2
REV-1503 EX+ (8-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ATE OF FILE NUMBER
Mary E. Fuller 21 07 0922
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
3wasss i o00 (If more space is needed, insert additional sheets of the same size)
REV-1508 EX+ (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, Sr MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Marv E. Fuller 21 07 0922
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM ~ VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Cash
travelers checks found amoung decedent's belongings
2 Highmark
refund unused medical premium
3 Household goods
4 M&T Bank
checking account, #8892312888
5 Member's First Federal Credit Union
savings account, #285914-00
6 The Hancock Group, Inc.
investment account, #00010633380
60.00
282.92
280.00
5,937.66
25.00
7,100.22
TOTAL (Also enter on line 5, Recapitulation) $ ~ 13, 685.80
3wasnD t.ooo (If more space is needed, insert additional sheets of the same size)
REV-1509 EX+(6-98j SCHEDULE F
COMMONWEALTHOFPENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mary E. Fuller ~ 21 07 0922
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule (3.
SURVIVING JOINTTENANT(S) NAME ADDRESS RELATIONS HIP TO DECEDENT
A Fuller, Edward 836 Cambria Street, Cresson, PA
16630 Son
B Sharp, Marylou 119 Ridge Road, Carlisle, PA
17015 Daughter
C Sharp, Ruth 14 Pleasant View Drive,
Mechanicsburg, PA 17050 Daughter
I JOINTLY-0WNED PROPERTY:
P~
NUMBfft LETTER
FOR JOINT
TENANT DATE
MADE
JOINT' DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIALIN STITUTION AND BANK ACCOUNT
NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUEOFASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENTS INTEREST
1 A 12/19/2002 Cambria County Federal 4,120.57 'i0.0000 2,060.29
Certificate of Deposit,
#0107007187
2 A 12/22/2003 Cambria County Federal 3,677.43 _'i0.0000 1,838.72
Certificate of Deposit,
#0115007402
3 C 12/19/2002 Cambria County Federal 4,120.57 ..°i0.0000 2,060.29
Certificate of Deposit,
#0107007188
4 B 12/19/2002 Cambria County Federal 4,120.57 ~i0.0000 2,060.29
Certificate of Deposit,
#0107007189
5 B Inception Cambria County Federal 12,632.41 _°i0.0000 6,316.21
Certificate of deposit,
#01-15005650
6 B 12/20/1993 F.N.B. Corporation
(formerly Laurel Bank) 8,725.10 _°i0.0000 4,362.55
Checking account, #9108484
To al from co tinuation schedules 13,624.94
TOTAL (Also enter on Tine 6 Recapitulation) ~ as 32 , 523.2 9
(If more space is needed, insert additional sheets of the same size)
3W46AE 1.000
Estate of: Mary E. Fuller
164-24-9879
Schedule F Part 2 (Page 2)
Item Joint DOD Value of Perc DOD Value of
No. Cot. Date Description Asset Int. Interest
7 B Inception M&T Bank 3,576.04 50.0000 1,788.02
Certificate of deposit,
#31003915938963
8 B Inception M&T Bank 1,706.42 50.0000 854.21
Certificate of deposit,
#31003912277439
g C Inception M&T Bank 3,576.04 50.0000 1,788.02
Certificate of deposit,
#31003915938955
10 C
Inception M&T Bank 3,096.52 50.0000 1,548.26
Certificate of deposit,
#31003912277455
11 A Inception ,M&T Bank 2,524.27 .50.0000 1,262.14
Certificate of deposit,
#31003915938971
12 C 8/1/2006 Member's First Federal Credit
Union 1,789.48 :50.0000 894.74
Certificate of Deposit, #285914-48
13 B Inception Member's First Federal Credit
Union 3,314.10 .50.0000 1,657.05
Certificate of Deposit, #285914-46
14 B Inception Member's First Federal Credit
Union 1,222.45 50.0000 611.23
Certificate of Deposit, #285914-47
15 B Inception Northwest Bank 6,842.53 50.0000 3,421.27
Certificate of deposit,
#2413013216
Total (Carry forward to main schedule) 13,824.94
REV-1511 EX + (10.06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Mary E. Fuller 21 07 0922
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
~ A. Brugger & Sons
funeral services 6,319.30
Total from continuation schedules .
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City
Year(s) Commission Paid:
Zip
218.36
2. Attorney Fees Snelbaker & Brenneman, P.C. 3,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3 , 500.00
Claimant Marylou Sharp
Street Address 119 Ridge Road
City Carlisle State PA Zip 17015
Relationship of Claimant to Decedent DAUGHTER
4. Probate Fees 95.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1 Cresson Borough Water
water service for Cresson property 580.75
2 Cumberland Law Journal
advertising Executrix Notice 75.00
Total from continuation schedules 10,665.13
TOTAL (Also enter on line 9, Recapitul<~tion) $ 24 453.54
7W46AG 1.000 (If more space is needed, insert additional sheets of the same size)
State
Estate of: Mary E. Fuller
Schedule H Part 1 (Page 2)
Item
No. Description
2 Marylou Sharp
funeral flowers
164-24-9879
Amount
218.36
Total (Carry forward to main schedule) 218.36
Estate of: Mary E. Fuller 164-24-9879
Schedule H Part 7 (Page 2)
3 Deluxe
check printing fee 18.75
4 Dominton Peoples
gas service for Cresson property 1,251.49
5 Edward Fuller
reimburse for obituary costs and fridge removal 94.20
6 Marylou Sharp
reimburse for paint and concrete required for
repairs to real estate 214.15
7 Penelec
electric service for Cresson property 93.63
8 Postage
expenses 41.00
9 Register of Wills
exemplified letters 40.00
10 Register of Wills
filing fee for Inheritance Tax return 15.00
11 Register of Wills
short certificates 4.00
12 Settlement charges
on sale of real estate as follows:
a. $5,100.00 - realtor commission
b. $850.00 - transfer tax
c. $49.84 - Cresson Borough water 5,999.84
13 The Sentinel
advertising Executrix Notice 174.58
14 Truck
rental, toll charges and travel expenses to prepare
house for market 1,718.49
15 Reserve
for filing fees, accountant fees and other
miscellaneous costs associated with the
administration of the decedent's estate 1,000.00
Total (Carry forward to main schedule) 10,665.13
REV-1512 EX + ~~ 2-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8~ LIENS
ESTATE OF FILF_ NUMBER
Mary E Fuller 21 07 0922
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
swasnH z.ooo (If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Ma E. Fuller Yl U/ U~lYY
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 Edward Fuller
836 Cambria Street
Cresson, PA 16630
Cambria County Federal
Inventory Value: 1,838.72
Cambria County Federal
Inventory Value: 2,060.29
M&T Bank
Inventory Value: 1,262.14
One Third of Residue: 25,335.89 Son 30,497.04
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPIROPRIATE, O N 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 II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER :SHEET $ 0.00
swasAi i o00 (If more space is needed, insert additional sheets of the same size)
Estate of: Mary E. Fuller
Schedule J Part 1 (Page 2)
Item
No. Description Relation
2 Marylou Sharp
119 Ridge Road
Carlisle, PA 17015
Cambria County Federal
Inventory Value: 2,060.29
Cambria County Federal
Inventory Value: 6,316.21
F.N.B. Corporation (formerly Laurel
Bank)
Inventory Value: 4,362.55
M&T Bank
Inventory Value: 854.21
M&T Bank
Inventory Value: 1,788.02
Member's First Federal Credit Union
Inventory Value: 1,657.05
Member's First Federal Credit Union
Inventory Value: 611.23
Northwest Bank
Inventory Value: 3,421.27
164-24-9879
Amount
One Third of Residue: 25,335.89 Daughter 46,406.72
Estate of: Mary E. Fuller
Schedule J Part 1 (Page 3)
Item
No. Description Relation
3 Ruth Sharp
14 Pleasant View Drive
Mechanicsburg, PA 17050
Cambria County Federal
Inventory Value: 2,060.29
M&T Bank
Inventory Value: 1,788.02
M&T Bank
Inventory Value: 1,548.26
Member's First Federal Credit Union
Inventory Value: 894.74
164-24-9879
Amount
One Third of Residue: 25,335.89 Daughter 31,627.20
~~~t ~iI1 ~n~ C~TP~t~cm.P~Y
I, MARY E. FULLER, of the Borough of Cresson, County of Cambria 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 by me at any time heretofore made.
ITEM 1. I direct that my funeral be conducted in a manner corresponding
with my estate and situation in life, and that all my joist debts and funeral
expenses be fully paid and satisfied as soon as conveniE~ntly may be after my
decease..
ITEM 2. I give, devise and bequeath the totalii;y of my estate, of every
nature and wherever situate, in equal` portions, share and share alike, to my
following beloved children:
A. MARYLOU SHARP,
B. RUTH A. SHARP, and
C. EDWARD C. FULLER,
provided that none of these gifts, devises or .bequests shall. lapse but sha11 pas
to the then living children of each above named beneficiary who predeceases me,
said then living children to take in equal portions the share that their
deceased parent would have taken, but in default of such then living children,
said gift., devise or bequest shall lapse and pass to the remaining beneficiaries
in proportion to their respective shares.
ITEM 3. I appoint my beloved daughter, MARYLOU SHARP, as the Executrix
of this Will. In the event of her death, resignation, renunciation or other
inability to act, I appoint my beloved daughter, RUTH A. SHARP, as the Executrix
of this Will. While serving as such, my Executrix shall not be required to
file a bond or other security and shall have, without court approval, the
powers, in addition to all powers granted by law: (1) to retain any and all
property received for as long as such retention appears advisable and to
manage, control, improve and repair the same; (2) to invest and reinvest~in
every kind of property and investment which men raf prudence, discretion and
intelligence acquire for their own accounts;- (3) to sell at public or private..,
sale, to exchange or to lease, for any period of time, any real or personal
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property; (4) to give options for sales and leases; and (!~) to compromise claims
or to commence or defend litigation.
IN ~JITNESS WHEREOF, I, the testatrix, have to this, my Will, written on
two sheets of ,paper, set my hand and seal thi s ~ day of f~;~q`cy
1983.
~~~ ~. .~,~:c-t'/~ ( SEAL )
Mar E. Fu'1 l er
In our presence, MARY E. FULLER signed this and declared it to be her
Will, and now at her request and in her presence, and in 'the presence of each
other, we sign as witnesses.
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