HomeMy WebLinkAbout04-0022PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of Lee E: Faught
also known as
No. 21-04-
To:
Social Security No. 193-24-1 $ ! 6
Register of ~qills for'the
Deceased. County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl ys
for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h is last family or principal residence at 415 N. Pitt Street; Bo,rom~ air C~nr~.~ .
(list street, number an~'municipa!ity)
Decendent, then 75 years of age, died December 15, 2003 ,~XXXXX
at 415 N. Pitt Street, Borough of Carlisle, Cumberland COunty
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property $ unestimated
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated, as follows:
Petitioner
the following spouse (if any) and heirs:
Name
after a proper search ha $ ascertained that decedent left no will and was survived by
Patricia M. Faught.
Deborah L. Brownawell
Susan L. Morrow
Karen L. Sweger
Relationship
Spouse
Daughter
Daughter
Daughter
Residence
415 N. Pitt Street.. Carlisle PA
-413 N. Pitt Street~ Carlisle PA
833 Pheasant Drive N-:Carli,,;le PA
2701 Spring R.d.: Carli.~lc PA
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
Patricia M. Faught
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA '~. ss
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s), that the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly adminisIer the estate according to law.
Sworn to or affi~n~:~nd and subscribed
before me this day of
Jonuarv. 2004 ~x
No. 31-O~-
Estate of LEE E. FAUGHT , Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW ~,~,o~.: I~; ~qc)od, ~XX , in consideration of the petition on
the reverse side ~ereof, satisfactory proof having been presented before me, . '
IT IS DECREED that Patricia M. Fauffht
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to Patricia M. Fauffht
in the estate of Lee E. Faught
Register of Wills
FEES
Letters of Administration ..... $ \~ .cio
Short Certificates( ) .......... $
Renunciation ................ $
TOTAL ~
Filed .1: ).2.: 2. ~o.q. .......... A.D.
Robert M. Fre¥ 06274
ATTORNEY (Sup. Ct. I.D. No.)
5 S. Hanover St., Carlisle PA 17013
ADDRESS
(717)243-5838
PHONE
JAMES A. BALOGH - MN
GARY W, BECKER - DC, FL, IL, MN, WI*
*CREDITOR'S RIGHTS SPECIALIST
AMERICAN BOARD OF CERTIFICATION
CHELSEA A. WHITLEY- MN, WI
ANGELA M. HORN - MN
MICHAEL D. JOHNSON - MN
MARY ELLEN WEEMAN - KS, MN, MO
THERSlA O. LEE - MN
CHAD J. BOLINSKE ~ MN
DIANA THEOS - AZ, CO
STEVEN M. TOMS- MN
MICHAEL L MCCAIN - MN
WILLIAM B. HOPKINS - MN, WI
KIMBERLY L. DUNCAN - MN
JOHN E. OLCHEFSKE - MN
JON M. SUSTARICH - MN
JASON R. FOSTER- MN
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
! COURTHOUSE SQUARE, #102
CARLISLE, PA 17013
BALOGH BECKER, LTD.
ATTORNEYS AT LAW
SEND ALL WRITTEN REPLIES TO:
4150 OLSON MEMORIAL HIGHWAY, SUITE 200
MINNEAPOLIS, MINNESOTA 55422-4811
TELEPHONE 763-852-8440
FAX 763-852-8499
TOLL-FREE 877-768-4494
ARIZONA OFFICE:
7702 EAST DOUBLETREE
RANCH ROAD
SUITE 300
SCOTTSDALE, AZ 85258
OF COUNSEL:,
LITOW LAW OFFICES, P.C.
(IOWA)
LUSTIG, GLASER & WILSON, P.C.
(MASSACHUSEI-rS)
02/25/04
Re: In the Estate of
LEE E FAUGHT
Probate Case No.
Social Security No:
Last known residence:
Our Client:
Account Number:
Amount of Debt:
21-2004-22
193241816
415 N PITT ST CARLISLE, PA 17013
CITIBANK USA, N.A. (SEARS ROEBUCK & CO)
5484031673958
$ 641.73
Dear Sir or Madam:
Enclosed please find a Creditor=s claim to be filed in the record with the above-referenced Estate.
Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank
you for your assistance. If you have any questions or if this is a duplicate claim, please call our firm
toll free at 1-877-768-4494
Cordially,
Balogh Becker, Ltd.
Attorneys at Law
Enclosures
A check for $5.00 for the filing fee.
Attorney for Estate
Personal Representative
This letter is an attempt to collect a debt and any information obtained will be used for that purpose.
This letter is from a debt collector. 4120 2,23/20o4 1061710
STATE OF PENNSYLVANIA
CUMBERLAND COUNTY
ESTATE OF
LEE E. FAUGHT PROBATE # 21-2004-22
1)
2)
3)
CLAIM IN PROBATE
The Claimant with name and address as designated below hereby claims of the above named estate
the stun of Two Hundred Ninety Three Dollars and Thirty One Cents ($293.31 ) for the amount
due and owing on the Dicks Clothing Account 6012503600786798, Lee E. Faught as now fully
appears by the instrument or account here to attached, marked exhibit "A" and made a part hereof,
The account is secured, with no contingencies,
The undersigned states that he is the designated representative of GE Capital Consumer Card Co.;
that the said claim as herein stated, is justly due; that no payments have been made thereon which
are not credited and that there are offsets to the same to the knowledge of the affiant except as
herein stated.
WHEREFORE, Claimant asks the allowance of said claim.
Respectfully Submitted,
GE Capital Consumer Card Co.
C/O Chris J Morris, Retail Services
Retail Division T-302
7410 South Roosevelt
Tempe, AZ 85283
I certify under penalty of perjury and pursuant to the laws of the state of Arizona that the
preceding is true and correct.
Subscribed and sworn to before me on
~u~li-c,'~izon~ ~
I0 OFFICIAL SEAL
SHARENE CALLIES
NOTARY PUBLIC - State of Arizol]a I
MARICOPA COUNTY __
My Comm. Explre~ Jan, 31,2OOe_.J
Signature
My commission expires:
DETACH Ar PERFORATION, MOISTEN HERE, FOLD, SEAL AND MAIL
APPUCATION MUST BE SIGNED. Please print In CAPITAL LEi ir. RS and avoid contact with the Ilne~: _ ~
Fimt Name M. Initial Name
I I I I I I I I I I I I I I I I I I
Present Address
I I I I I I I I I I I I I I I I I I I
C~y State Zip
I I I I I I I I I I I I I I I I I' I
Previous Adclmss (if less than 2 years at Present Address)
I I I I I I I I I I I I I I I I I I I
C~y State Zip
360
(if appl~ble)
I I I I-I I I-I I I I I
S~ Num~
Birth
- - D°Y°uE] E] E~ I I I. Betel I II I II I I I I
I I I I I I I I I I I I I (,/One) Own Rent Other # of Children Month Day Year
Home Phone at H~me
I I I I I I I I I I I I I I I I I I $1 I I Itl I I I I I I I-I I I I-I I I I I
Your Employer How Long (Yin.) Total Annual Income' Business Phone
E-Mail Address
'NOTE: Alimony. child SUDOOrt or separate maintenance payments need not be disclosed unle&s you wfsh to have it considered as a basis for renevina this oblloation.
IVeere~t Relative Not Living 14rdh You:
Name Address City State Zip .Home Phone
First Name M. Initial Last Name Relationship to Applicant
I I I I I I I I I I I I I I I I I I I I I I I I I I I I-I I I-I I II I
Present Address Social Secunty Number
Birth
I I I I I I I I I I I I I I I I I I I I I I I I Date l I II I II I I I I
City State Zip Month Day Year
I I I I-I I I I-I I I I I$1 I I Itl I I I
Home Phone Total Annual Income'
I I I I I I I I I I I I I I I I I I -I I I I-I I I I I
Your Em How Business Phone
Applicant(s): Please read me fi3ttowing: Applicant(s) ('you" or 'your') requests a credit cant(a) or revolving ~ __-,:~__ ,_rtl You represent that ~ irtfenna~l ~upflllad in ~ cradit application
("Application") is complete and accurate and that your Account will only be ~ f~ pemondi, family, or household purlx3~es. You authorize Cort~,eco Sank, Inc. ("we,' "ua," or "our") to obtain ·
consumer report fi'orn consumer repor~ng agencies in consldming the appllca~m, and for the purpose of an ulxlate, renewal, extension of credlL review, or cdiledito~ of your AccounL Upon your
request, we will infoml you of the name and eddreu of each ¢oflsumer i~g agency fn3m which we obtained a consumer i'~ relating to y~J. You agile that the~ is 11o agreefllent between you
and us until we approve your epplica~lcm. You agree that the Agreement provides for the compounding of finance charges. NOTICE TO THE APPUCANT(S)/BUYER(S): (1) DO NOT SIGN THIS
CREDIT APPLICATION/CREDIT .AGREEMENT BEFORE YOU READ IT OR IF THE CREDIT AGREEMENT CONTAINS ANY BLANK SPACES. (2) YOU ARE ENTITLED TO A COMPLETELY ....
FILLED IN COPY OF THE CREDIT AGREEMENT. You have mad and elF~ed to be bound by the terms of this Application (including the accompanying Fe~'~ll and State No~,es) and the terms of the
Agreement. which am incoq~omtad into end made · pad of this Application. You ac~rmwledge that you have kept the copy of the attached Agreement Fown f~0-56-024 (5/99) and you agree to be bound
by its terms and conditions, which are hereby incmporated by reference and made a pad of this Applica~¢m. You agree to be bound by any additioual terms we mall you with the credit can:L
X X
Applicant Signature Date Joint Applicant Signature Date
By etsctlng optional CbergeGa~cl Plea Insurance, I acknowledge that: I do not need to pumhaes thts Inluranca to get credlL I can get sknllar property coverage from any Iceurer I
choole. I mad the dtscleaum and I meet the age end/or employment eligibility requirements. ChorgeGord Plea lnclude~ credit life, disability, Invotontaly unemployment, and property to
the extent available in my etate. Monthly premium charges am based on the account balance and the rats shown in the dtscto~ure." I will receive notice of eny rate Increase. I may
cancel anytime.
~ YES, please enroll me In ChargeGard Plus credit Insurance -- Please see the dtsctoeure in the Cardholder Agreement and Disclosure.
X
Signature of Pdmary Cardholder Date of Birth Date 3061
Applicant's ID (Type and Number) Expires Joint Applicant's ID (Type and Number) Expires
Store -- -- Contact
Fa~# I I I I I I I I I I I J Nemel I I I I I I I I I I I I I
Store m --
Phone # I I I I I I I I I I I I I Store #1 I I I I I I I I I 36106
Acoount#1 I I I I I I I I I I I I I I I I ~ 60'56"024 (5'99) ~ I
~, ~. CARDHOLDERAGREEMENT AND DISCLOSURE STATEMENT '~ ·
Cal~ Advmm~ 21.60~ Mam~m cun~z~y q~y:
f~lowin~ ,~. mm dm~
,$a~d Delh~l~-nt after a mmtmum payment i~ not made for two consecutive billing Cycles.
Ad~ma~ (i.~ (i) In~n6ng yo~ Canl to us or ~o an zppm~l mac~ (ii) using m Ac~ss Cneck..or (ii0 using ~ ~ m
~nt The Pmodic S~llement shows: (i) the unpiid bahnce of ~nxa'At:comt at de beginl~ of ihe Cyde; (ii) payments/orediis lo
:caa~; (iii) p~:hases, cash advances (and ATM cash advanc~ if q~), Finance C~ Fees, and all oder dl~s m ~
"" dural ~e Cy,~, (iv) ee Accent belmo~ on ~e hst day oftbe Cycie{~ ~.w Balance"); (v) ~ lan ~ of ~ C~ (~
is due (~ "Payment Dee Deto"); and (vii) your Cn~d~ Limit
KCIAL PAYMENT PLANS: In addiuo~ to pu~hases CRegelst IN,~¥~") and Cash Advlnc~ tint aca-te France ~
qu~ Mhimum Mm~l~/Payme~a~ the follow~ Spe~inl Paymmt P~m (or "Plan(s~") for pu:~a~s may be olfen~ ~ ~
~b) Waived Fmace L"Im~ - no Rnance ~ will atone m p.&.~, made unda. ~he Special Paymm in. aa ta,~l ~
'c) Delaycd I~ Finance C~ - no Fmmce Cha~e~ will accrue ou purdmes made undn- ~he Plan un61 ~e
e} Same As Ca~elaycd I~ - Fum~e Chn~ts will ac~-ue on the pulx~ase ~n~m tbe dar of tbe inj~ha~ b~ ~
,4iniman Mouth]y Paymen~ will be due urdil tbe Payme~ Due Dase for ~be Fn~ bi[lin8 Cycle ~ ~ ~ ~ ~ ~
em~xion pemd a. indicted on :mu~' Fenoruc Statement: and ifyou pe/tbe cash ask Ix'~ce ortbe pu,-dme pl~ ~ ~
~Umums (ifapplkable) by Oe hst day of the pmmo~on petind, all acc~ed Finance ~ wi[I be wacom and ~ ~ m
pecinl P'~nnent Plan Unnl tbe expu-anon da~e of tbe pmmminn~ pened spec~f'~d on yetu- Periodic Statement No Mi~~
4enddy Payments will be due o~ the Specia~ Payment P~an balaace un~ the t-nst Payment Due Date followin8 ~ e~i~
att Wben Finance Cha~s do bepn to accrue, ~ reduced Daily Pmodin Ra~ of Finance Cha~e cReduced Daily pe~o~c ~
ainnce") Un~l the ~xpUanon of the Reduced IL~to period (as disdesed on your Periodic Statement) or payrnem in fid! of'the
educed Rate Purchase Balance. whicbever eccu~ fast.
R PAYM£NTS: Each Cycle you agree to pay as at ksm the Mimmum Momhly Paymnn retlected on yom. ~ $~
~sK you may pay mo~ than the Minimmn Mont~ F,~nmn~ and we Wql u~ l~e t~e~ to t~duce ~ ~ ~ of ~
tt However. if in a Cycle you send us mine than tbe Minaraa.n Moaa'dy Paymem. in 61e next Cycle you mus~. roll pay at least
umum MomNy Payment Unkas we r~e~ve yma. Minnnan Monthly payment by ~e last day of the Cycle, we may c~
:coant a Lato Fee. At any ttme you may pay yem- mllmAorount belante in full or ~ ~ t~ i~ ~mum Mom~
at ,viIMmt intuntn~ any addlaenal Fees ~ o~her char~.
~ Minanum .M~thly Payment ~s tbe gn~am, of $15 or 3% of your New t~ minus any balance~s) that ate atm~ ~
ne~n~ due f~om ~e Ixe~ous Cyclc; nxaxied to tbe n~t higlmt doltas.
year ea~te Account balance is leas than $15. tbe Mimmum Meathly F~ is yoor enme Accc~nt balance. Tbe Mmanum
=atcul~ at ~e end. of each Cycic.
m agree that any payment may be r~'aa'sm:l to you ifyoor cbedc (i) is not dl-aWn on United Stales dollars ea delft m the U.S;
} is misaing a signan~e; (iii) is draw~ with ditfeent nu~ and wrinen ammava; (iv) comams a tes~ve endo~sment; (v)
po~d; (vi) is chawn ea a c~dit acceeat ias~d by as; or (vii) is nnl paid ee pKaenlment You may not n,aq m ~
,NCE CllARGF3: We may m'qx~e a Finance ~ oa ycur Acmw. t each Cycle. We will fikna~ the Finance ~ f~
ea'dy billing Cycle CCycle") by multiplying the n~ Daily Pmodk Raes for (i) Regular Purchases. (ii) Cash Advances,
4 Cas~ A~ and (iv) all SpeCial Payment pinns b~at you at~ panL--ipatmg in f~ which Finance C'hages accrue, by ~
msmlnce pmniums (ifap~}, and t'mance ,.N~i~,) apFeat ea ymf mor~hly pmedk Stomneat, we aidthnn lo ~ ~
ATM Caga Adv~n~a, plm my n~w ATM Cash ~ mad~ and ATM Cash Adv~c~ ~ac~n fi:~ incurred Ihl day, mmm
Fayment Ptan and any Finance C~ atmbuuble to that Specisl ~ Ptan (if applicalde) may be di~. ~m.ildy on
A minimum FINANCE CHARGE of SI.00 will be assessed for ead~ Cycle in which a FINANCE CitARGE i~ ~ ~
~eld be lus tim SI.00 by application of~ Deily Periodic Ra~s} and any Reduced I~ly pe~od~: Rae then m ~
F'mance Clmges for all pu~d~ues excelx for ~se unde~ Special Paymem P~ans with a Waived F~ ~ f~ ~ ~
feanue besin to accrue on the date ~ on your Penodic Setemeat. However. if in any billing Cyck, you pay ~e New
Balance ~own o~ y~u' Periedic Smement mmua any baheoa s) ambeta~e to Specia~ Faymm pl,~s) w,h a Deinycd. F,aym~t
Regular Pundeas for that Cyck. Finance C~ for all Cas~ Advances be~n to a:crae on the dae of ~ C~ ~ ~
ts no 8ra:e pened for Casa Adrances.
6. VARIABLE RATE FINANCE CHARGE: ~or any e~tennon of c~dit under the Account m:lUasted by you and atah~eed by ~.
mot~h. The Daily Pe~ Rate is equal to the ANNUAL PERCENTAGE RATE divided by Oe number o~davx in the ye~'. To
de~-m~ne the ANNUAL PERCENTAGE RATE of FINANCE CHARGE for ~ Cycle for all Regu{at Pu~cha~ Cash Ad,,~mces.
FL~ Rate) '~11 take ~ffect on the F~t day oftbe billing Cycle follow~g ~e P't~ne Rate change. T~e chanted Dui,/Periodic
Phns which acc~e Fmar~e ~ and do net featme fixed Reduced Rates and to the exatmg balance of ycm. Acceum. if ~ DU~.
Penedic Rae (and ~ Annual F~ Rate) tr, c~a~s, tbe amount o f the Finance Cha~e and the .Xlinunum Mcmh~.,
A. FINANCE CHARGE Rae for ~ Pu~hases: If your Account is consMeted Cunent fas defined be~ov,'Lfor Regu~'
Pun:bases, we add 13.85 pet~ points to ~be Prime Rate to obtain the ..LN.~R,L~L PERCENTAGE RATE..~ of Apdl
1999. the ANNUAL PERCENTAGE RATE for P. egtdat Ptachas~ '*-as equal to 21.60%. which cor~qxxz~ to a Du.ly
Pethx~ Rae of.0591~.
B. FINANCE CHARGE Rate for Ca~ Advances {Acce~ Check Transact~m}: If your Account is comidazd Cunent las
del'reed below), for Acce~ Check Cash Advances '*e add D.85 percentage pomU to the Prime Rate to obtain the .~NNUAL
PERCENTAGE RATE. ~ of Al~il 14. 1990, the ANNUAL PERCT..NTAGE RATE for Acce~ Check Cash .~:k'anors for
Cm'm~t Account~ was equal to 21.60'/~ v, hich correspmds to a Daily Pe~odin R.~te of.05917%.
C. FINANCE CHARGE Rae tm' ATM Casa Advances: If yo~' Account ts cecmde~d Curm~t {as defined bdowL for ATM
Caah Advances, we add 13.85 petcentase points to the Prime Rate to obaun the ANNUAL PERCENTAGE RATE. As of Apdl
14, 1999. ~he ANNUAL PERCENTAGE RATE for ATM Ca~ Advanors for Cunent Accounts wa~ equa~ to 2 LfiO%, whkh
~ to a Duly laeriodk Rate of
D. FINANCE CHARGE Rate for Delinquent Acceunts: If your Acc~ is cermde~d Delir, quent {as del'reed bdowL for all
bainnors, we wifl tnctease the ANN[rAL PERCENTAGE RATE o~hen~se applinable to each bahnce by 2 pe~ pomts
until YeUr Account L~ asain cor'n,ic~ curia'nc For ~xamp~ as ofAp~114. 1999, the delinquent rate for Regu~ pu~hase~ wis
s~id~ ~ ~ a Ondy Pmod~ Ran of .0646.~k -
~ w~n~ ~e m ~u when aM ia ~ runner ~ ~ a~ ~. ~Mm m the ~i~m of
I~ GOVERNING ~W: ~ Ag~ment and your A~oum a~ ~ ~ the I~s ~t~ U~I~ ~at~ a~ t~ I~s
of the Sine of Uta~ w~her or ~ you li~ in Ut~ and w~t~r er m ~ ~ ~er Ca~{s) ~ A~m ~ in UtaK
19. ARBIT~TION: All ~t~. clai~, or con~ies ~sing ~ or ~lating to this A~
~D K~OWINGLY WAIVE ANY ~GHT ~EY HAVE TO A JURY TR~L EITHER PU~UANT TO
-A~ON UHDER~IS C~USK OR PU~TO A COU~A~ON BY US(~ PR~iDEO HE~i~.
incl~g ~e filing ora co~t~laim in a suit bmu~t ~ = p~t m Ih=
COVERAG~ IS NOT AVAILABL~ IN
m tbe policy maxinnm of SI0,000. Only sin~e Life co~tage in ME. Sukide is exdu~d except in ME, ~ ~ MO. ~fi
DISARILITY/UNF. MPLOYMENT COVERAGE (appaas ody to you, the Mimary canRaembe~ ff yuu bncome u2m~
manimu~ of S I 0,000. Yon urn eligible fro' the~e coverages if emptoyed full-time (in PA; empinynd .15 bm~s or mm~ por wet. k
at lesst 9 monde of the ymt) in a non-sssanna[ o~-'upafiee (sssanun[ ~est~'fion doss not q~ly to diasbil~ in AZ, CA, CO
MD, ME, ML MT, N.L NM, NY, OIL PA, RL TX, VA & WI: to unemployment in CO, ME, ML ~, NL ~ Ny, ~, pA &
WI). [~nefits be~n a~ex 30 cousncot~e days of ungmpksyment or dhabilie/and a.e r~gu~-e to the ~'nlt day ~ (in ~
master policy, whichever acc~s f'u~. Uncmphiymant benef'~ ate llmited to 18 nmmbs in MN: 12 mun~sin PA. In CA, M.A.
NY, NC, PA and VA, disability benefits urn not payable for in-existing conditions neared within 6 mamas i~or m ~ e~
GENERAL PROVISIONS: Maximmn enrollment age is 69, etcept 64 in CA, HI, IN, NJ, PA, RL VT, WA, WI & WY: 65
in CT, IA, MA, ME; MN, NY, OR & 'fX; 70 in AZ, FL, ML MO & OK. Cm, etage tetmiantas at age 6~ in CA, NJ, pA. ~.
WA, WI & WY; 66 in CT, MA, ME, MN, NY, OR & TX.
The nmntldy p~mimn cherled to yoor cmd~ card acununt is 66g pet $ 100 of yom' average daily b~ ex,:pt: 65,8g ~ ~:
55~ in CA; 54g in CO; 48.1~ in CT; 63.8~ in GA; 57.5¢ in HI; 71.2¢ in ID: 65.9e in IL: 60~ in IN, MO, OIL RL VA, WA, WI
& WY: 58.8e in IA: 59.1¢ in ME; 54.9¢ in MA; 48.8e in MN; 63.7¢ in MI: 65¢ in NE; 45.5e in NH; 58.71~ in NJ:
NM; 64.6g in NC; 33.M in NY; 64.8# in ND; 56.2~ in PA; 67.4g in SC; 42.7¢ in TX; 65.9~ in UT; 56.4g in VT.
~Covera~ is unden~mttan by American Bankers Life Assmance Company of Florida and Ame~cun Banke~ Insurance
Company of FIoric~ 11222 Quail Roost Drive. Misn~ FL 33157-6~96, In NY, life and disabilit7 coverage is pmv~ed by.
Bankers Ame~can Life Assurance Company, One Blue Hill Pinz~ P.O. Box 1565, Suite 1436, Pearl River, NY 1096~. TX
certificate numbes - AC3181CB-0592 {3.53 ILA.), ADgI39CQ-0'/91 & B2754F. Q-1089.
Coverages are only available as a I~ckage. If you cancel within 30 days of mteivin[ your cmificate, ~ will refund yont
The information aleut the FINANCE CHARGE, ANNUAL PERCENTAGE RA'iT., Fees aM Sncurlt7 lntex~t
das~rthed ia Ihb Applkatkm a~d Al~ement is aexurm ss d April 14, 19~. This iafncmndou may be elma~d afar
that date. To find out w~t may have ehangnd m4te m us et EO. Be~ 61S~ Rapid CItT,
GeeSe Cobu~
Comaco Bank. In~
2825 East Cot~mmed I~ Suie 230
S~t Lake City, U~a~ 84121
YOUR BILLING RIGHTS ~ KF. EP THIS NO11CE FOR FUTURE USE
This notice contains impoflant inR~-motion aborn your ~ and our rmpousibilities under the Fair C~t Billing
AcL
Nndgy Us in Case of Ermn or Questbss About Yom' Bill: If you think your bill is wrong or if you need mur~
informtion abont a tnnsacfiun on yonr bill write ue ou a SOl, me shunt at tbe add,ess liste~ on yurg hilL Write to
~ as soon as puesible. We must h~t f~m you no L~'t then 60 days a~ur ~.~e ue~t you ~ fits~ biU ~ ~h ~
enor or problem appeamL Yon c~ telepbeue tn, bot doinlt so will ant preserve yo~ fighis. In ~our 1~, ~ ~
the follOW~ng int'onnation: {1) Your name and account nunther. (2) The dollur an~unt of~e suspected error. (3)
Describe the error and explain, ifyon can, why you bel~e then: is an enor. If you need mom infonmnou, describe
the item you a~ not sum about.
Your Rights and Oar Raspousibilifies After IA~ Ra.-~-,~ Your Written ,Notke: ~ must acknowledge ~mur Iot~t
within 30 days, unless we have comotnd the error by then. Within 90 days. we must either cor~nct the enor or
explain why we believe the bill was corr~t.
At,er we teceive your letter, we cunnot t~T to collect any amonnt you qnc~on, or tqx~rt yon as ~elinqueU. We can
continue to bill you For the amonnt yon question, including finance cha~es, and we can apply any unpaid amount
against your credit limit. You do not have to pay any questioned amount while we a~ inveSngetmg, but you ate s~li
obligated to pay the pros of yanr bill that ae not in question.
If we find we made a mistake on yoor bill. you will not have to pay any finan~ charges related to any qncSUoncd
amount. If we thdn't make a mistake- yon may have to pay finance cha~es, ond you will have to make up any missed
paymant~ on the qUexUoned amount, in either case, we will send you a statement of the amonra you owe and the
date that it is due.
If yon fail to pay the amount thee we think you owe. we may report you as delinquent. However, ifont explana~on
does not sam~ yon ued you wine to us within tan days telling us that yo~ sl~H refuac to pay, we nnm tell anyone
we report you to that yon have a qumtm~ about yoor hill. And, we must tell you the name of anyone we rqxx'ted
you to. We m~m tell anyone we report yonto that the matter bus bean senled between us when it f'mlly is.
ffwe don't follow these rules, we r.~'t collect the t'ust $50 of the qUemuned amounL even if your bill was cur~-cL
Speeial Rule for C~,dlt Card Purdmex: If you have a pmblam wi~ the quality of ptopmy or ser~css ~ you
purchased with a c~edit ca~L and you have t~ed in gund ~th to eorteot the problem wi~ the membanL you n~/
have the right ou¢ to pay tbe remammE ammmt due ou the proFeny or se~nces. Tlune om Iv~ limitafiuns ou inis
~gin: (a) Yon must have redo tbe purchase in your berne sine or, if not within ~.mor hmne sta~, within 100 miles
of your current mailing ad~ and (b) the pun:hose ~ must have been more than $S0. These limitations do not
apply if we own or operate the me~chanL ur if we mailed you the advertisement for tbe pmper~y or servican.
COMMONWEALTH OF PENNSYLVANZA
NO 1-ICE OF CLAIP1
COURT OF COMMON PLEAS
OF CUMBERLAND ,COUNTY
ORPHANS' COURT DZVZSZON
Zn Re: The Estate of:
LEE E FAUGHT
Deceased
Court File No: 21-2004-22
TO: THE CLERK OF THE ORPHANS' COURT DZVZSZON:
Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate,
Estates, and Fiduciaries Code, 20 PA.C.S.A. §3537(b)(2).
DISCOVER FINANCIAL SERVICES, INC.
1) Claimant's name:
C/O BALOGH BECKER LTD, 4150 OLSON MEMORIAL
2) Claimant's address: HWY #200
MINNEAPOLIS, MN 55422
768-449-8877
3) Creditor listed below is the owner and holder of a claim in the amount of
$ 766.00
4)
5)
The facts upon which this claim is based:
This claim is based on an account for credit evidenced by the attached
Affidavit of Account Stated.
Decedent's address: 415 N PITT ST CARLISLE, PA 17013
6) Date of Death: 12/15/03
7) That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by.
On behalf of the claimant, ! do solemnly declare and affirm under the penalties of
perjury that they Information and representations~ade he, rein are true and correct
tODated: i~//~lthe be of m kn wledge, information and/~i~I/ // {/J~[,,~/
I I I I Chelsea .~l~y?Angela M. Horn, Attorney
Written notice of claim was given to Personal Representative and/or his/her counsel
as stated below:
PATRICIA U FAUGHT
Name
415 N PITT ST
Address
CARLISLE, PA 17013
City/State/Zip
Date not~ce ~naiied
IN RE ESTATE OF: LEE E FAUGHT
AFFIDAVIT OF ACCOUNT
The undersigned, being first duly sworn deposes and states the follows:
1. Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit.
Your Affiant has reviewed the account records of the Claimant with respect to the
decedent. Your Affiant is familiar with these records and accounts and reviews them as a
regular part of her duties.
o
The Decedent purchased merchandise in the amount of $ 766.00
account number 6011002596523241
evidenced by
The unpaid balance does not include any post-death late payment charges, accrued
interest, collection costs or attorney's fees.
Further your affiant sayeth not
By: {,~L,/,,._.....~ '
One of its attorneys:~' ~An
Chelsea A. Whitley gela M. Horn __
Michael D. Johnson __ Mary Ellen Weeman __
Thersia O. Lee Chad J. Bolinske
4150 Olson Memorial Highway, Suite 200
Minneapolis, MN 55422-4811
Subscribed and sworn be~re me
This _ .
Notary l~c Lk~ ~ _ __~
~Lu~ile Natalie Roberts~
~.~ /Notary Public ~
~/ _ Minnesota [
COMMONWEALTH OF PENNSYLVANTA
NO TICE OF CLAIM
COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHANS' COURT DIVZSTON
Tn Re: The Estate of: Court File No: 21-2004-22
LEE E FAUGHT
Deceased ~,
TO: THE CLERK OF THE ORPHANS' COURT DTVZSTON: ~:,~"
Notice of claim by creditor, Pursuant to Section 3532(b)(?_) of the P~Obate,::~
Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2).
CITIBANK USA, N.A. (SEARS ROEBU~.K &
1) Claimant's name:
C/O BALOGH DECKER LTD, 4150 OLSON MEM:ORIAL--~
2) Claimant's address: HWY #200
MINNEAPOLIS, MN 55422 c~
877-768-4494
3) Creditor listed below is the owner and holder of a claim in the amount of
$ 641.73
4)
The facts upon which this claim is based:
This claim is based on an account for credit evidenced by the attached
Affidavit of Account Stated.
5) Decedent's address: 415 N PITT ST CARLISLE, PA 17013
6) Date of Death: 12/15/03
7) That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by.
On behalf of the claimant, [ do solemnly declare and affirm under the penalties of
perjury that they Information and representations made herein are true and correct
to the best of my knowledge, information and belief.
Dated: iFEB 26 70¢.,:
Chelsea A. Whiff y
Written notice of claim was given to Personal Representative
and/or l~i~/her counsel
as stated below:
PATRICIA U FAUGHT
Name
415 N PR-r ST
Address
CARLISLE, PA 17013
City/State/Zip
.
Date notice mailed
IN RE ESTATE OF: LEE E FAUGHT
AFFIDAVIT OF ACCOUNT
The undersigned, being first duly sworn deposes and states the follows:
1. Your Affiant is authorized by the Claimant as its Attomey-In-Fact to make this Affidavit.
Your Affiant has reviewed the account records of the Claimant with respect to the
decedent. Your Affiant is familiar with these records and accounts and reviews them as a
regular part of her duties.
The Decedent purchased merchandise in the amount of $ 641.73
account number 5484031673958
evidenced by
The unpaid balance does not include any post-death late payment charges, accrued
interest, collection costs or attorney's fees.
Further your affiant sayeth not
BALOGH BECKER, LTD.
By: ~
One of its attorneys:
Chelsea A. Whitley__ Angela M. Home
Michael D. Johnson __ Mary Ellen Weeman __
Thersia O. Lee __ Chad J. Bolinske
4150 Olson Memorial Highway, Suite 200
Minneapolis, MN 55422-4811
Subscribed and sworn before me
This' da ,2004.
Notary ~blic
t ~.'] Notary Public t
~ Minnesota [
JAMES A. BAI_OGH - MN
GARY W. BECKER - DC, FL, IL, MN, WI*
*CREDITOR'S RIGHTS SPECIALIST
AMERICAN BOARD OF CERTIFICATION
CHELSEA A. WHITLEY - MN, WI
ANGELA M. HORN - MN
MICHAEL D. JOHNSON - MN
MARY ELLEN WEEMAN - KS, MN, MO
THERSIA O. LEE - MN
CHAD J. BOLINSKE - MN
STEVEN M. TOMS- MN
MICHAEL L. MCCAIN - MN
WILLIAM B. HOPKINS - MN, WI
JOHN E. OLCHEFSKE - MN
JON M. SUSTARICH - MN
JASON R. FOSTER- MN
MEAGAN M. PROBST-MN
MICHAEL J. DOUGHERTY - MN
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE, #102
CARLISLE, PA 17013
BALOGH BECKER, LTD.
ATTORNEYS AT LAW
SEND ALL WRITTEN REPLIES TO:
4150 OLSON MEMORIAL HIGHWAY, SUITE 200
MINNEAPOLIS, MINNESOTA 55422-4811
TELEPHONE 763-852~8440
FAX 763-852-8499
TOLL-FREE 866-234-0513
ARIZONA OFFICE:
64 E. BROADWAY ROAD
SUITE 175
TEMPE, AZ 85282
DIANA THEOS - AZ, CO
SANDRA TANG - AZ, CA
OF COUNSEL:
LITOW LAW OFFICES, P.O.
(IOWA)
LUSTIG, GLASER & WILSON, P.O.
(MASSACHUSETTS)
04112104
Re: In the Estate of LEE E FAUGHT
Probate Case No. 2~1-2004-22 -~
Social Security No:
Last known residence: 415 N PITT ST CARLISLE, PA 17013
Our Client: CITICORP CREDIT SERVICES INC.
Account Number: 5424181049340453
Amount of Debt: $ 795.74
Dear Sir or Madam:
Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate.
Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you
for your assistance. If you have any questions or if this is a duplicate claim, please call our firm toll free at 1-
866-234-0513
Cordially,
Balogh Becker, Ltd.
Attorneys at Law
Enclosures
A check for $5.00 for the filing fee.
cc: Attorney for Estate
Personal Representative
This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This
letter is from a debt collector.
4234 3/22/2004 1061710
COMMONWEALTH OF PENNSYLVANTA
NO 1-ICE OF CL IP1
COURT OF COMMON PLEAS
OF CUMBERLAND ,COUNTY
ORPHANS' COURT DTVTSTON
Tn Re: The Estate of:
LEE E FAUGHT
Deceased
Court File No: 21-2004-22
TO: THE CLERK OF THE ORPHANS' COURT DTVZSZON:
Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate,
Estates, and Fiduciaries Code, 20 PA.C.$.A. §3532(b)(2).
CITICORP CREDIT SERVICES INC.
:~) Claimant's name:
C/O BALOGH BECKER LTD, 4150 OLSON MEMORIAL
2) Claimant's address: HWY #200
3)
4)
5)
MINNEAPOLIS, MN 55422
866-234-0513
~::. - ~ ~.? ~-~
Creditor listed below is the owner and holder of a claim in the amount, of ....
$ 795.74
The facts upon which this claim is based:
This claim is based on an account for credit evidenced by the aEach~ed
Affidavit of Account Stated. ,L,~
Decedent's address: 415 N PI~ ST CARLISLE, PA 17013
6) Date of Death: 12/15/03
7) That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by.
On behalf of the claimant, ! do solemnly declare and affirm under the penalties of
perjury that they Information and representations made herein ~re true and correct
t° the b/e? !i~, ?~~' inf°rmati°n and belief'//~J/Dated: L/I
· ' Chelsea A. Whitley/~l~nge~a ~-. Horn, Attorney
Written notice of claim was given to Personal Representative and/or his/her counsel
as stated below:
PATRIOIA M FAUGHT
Name
415 N Pi'Er ST
Address
CARLISLE, PA 17013
City/State/~i p _
ll, r/..o/
Date notice mailed
IN RE ESTATE OF: LEE E FAUGHT
AFFIDAVIT OF ACCOUNT
The undersigned, being first duly sworn deposes and states the follows:
1. Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit.
Your Affiant has reviewed the account records of the Claimant with respect to the
decedent. Your Affiant is familiar with these records and accounts and reviews them as a
regular part of her duties.
o
The Decedent purchased merchandise in the amount of $ 795.74
account number 5424181049340453
evidenced by
The unpaid balance does not include any post-death late payme~.~ ,.oharges, .accrued
interest, collection costs or attorney's fees.
Further your affiant sayeth not
By: '~
One ,~s,att, o,,rn.e.,ys: / , ,L5
Chelsea A. Whitley Angela M'2 Horn '~
Michael D. Johnson __ Mary Ellen Weeman __
Thersia O. Lee __ Chad J. Bolinske
4150 Olson Memorial Highway, Suite 200
Minneapolis, MN 55422-4811
Subscribed and sworn before me
This /~.~ day of ~
2004.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
LEE E. FAUGHT
Date of Death:
Will No.
DECEMBER 15, 2003
Admin. No. 21-04-00022
To the Register:
I certify that notice of (beneficial Interest) estate administration required
by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the
following beneficiaries of the above-captioned estate on: April 20, 2004
Name Address
Patricia M. Faught
Deborah L. Borwnawell
Susan L. Morrow
Karen L. Sweger
415 N. Pitt Street, Carlisle PA 17013
413 N. Pitt street, Carlisle PA 17013
833 Pheasant Drive N., Carlisle PA 17013
2701 Spring Rd., Carlisle PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6)a)
except NO EXCEPTIONS
Date: April 21, 2004
Name:
Address:
po.Capacity:.__
Robert M. Frey
5 South Hanover Street
Carlisle, Pennsylvania 17013
Personal Representative
X Counsel for Personal Representative
BUREAU OF ZNDZVTDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
CHARLES R SLAYBAUGH JR
531 HERITAGE DR
GETTYSBURG PA 17325
COHNONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF ZNHERTTANCE TAX
APPRA/SEHENT, ALLO#ANCE OR DTSALLO#ANCE
OF DEDUCTTONS AND ASSESSHENT OF TAX
~-, .... ~ ~
DATE
'ESTATE OF
DATE OF DEATH
FZLE NUHBER
ACN
04-26-2004
SLAYBAUGH
01-01-2004
Z! 04-0042
CUHBERLAND
101
Amount Remitted
REV-J. Sli7 EX AFP (01-05)
CHARLES R
NAKE CHECK PAYABLE AND RENZT PAYNENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR
ESTATE OF SLAYBAUGH
DZSALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
CHARLES R FILE NO. 21 04-0042 ACN 101
DATE 04-26-ZOOq
TAX RETURN NAS: ( ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
(X) CHANGED
SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely HeZd Stock/Partnership Tntarast (Schedule C) (3)
~. Hortgages/Notes Receivable (Schedule D) (q)
S. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
?. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Nortgaga Liabilities/Liens (Schedule T) (10)
11. Tote1 Deductions
12. Nat Value of Tax Return
1:5.
.00
454/962.00
.00
.00
$08/158.00
.00
.00
(8)
Ii,Z04.00
Charitable~Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
743,100.00
.00
(11) 12.2o4.oo
(12) 750,896. O0
(13) 600.00
(z~) 7~0,296. O0
NOTE: If an assessment was issued Previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSNENT OF TAX: "
15. Amount of Line lr~ at Spousal rate
16. Amount of Line lq taxable at LineeX/CXass A rate
17. Amount of Line 1~ at Sibling rate
18. Amount of Line 1ri taxable at CollateraX/CXess B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT / RI~CFZPT
DATE NUHBER
0:5-04-2004 CD0056~6
PAYHENT HUST BE HADE BY
ZF PAiD AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDiTiONAL iNTEREST.
(1~) .00 x O0 = .00
(16) 7:50,296.00 x 045= $Z,865.00
(:].7) .00 x 12 = .00
(18). .00 x 15 = .00
AHOUNT PAID
$0,985.00
:52,865. O0
DISCOUNT (+j
INTEREST/PEN PAID (-)
1,6:50.79
:52,615.79
247.21
.00
247.21
( TF TOTAL DUE TS LESS THAN 91, NO PAYNENT TS REQUZRED.
TF TOTAL DUE TS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THTS FORN FOR INSTRUCTIONS.)
TOTAL TAX CREDIT
BALANCE OF TAX DUE]
INTEREST AND PEN.
TOTAL DUE
RESERVAT[DN: Estates of decedents dying on or before December 1Zj 19aZ -- if any future interest in the estate is transferred
in possession or enjoyment to Class S (collateral) beneficiaries of the decedent after the expiration of any estate for
life or For years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
ZOO0. (TZ P.S.
PURPOSE DF
NOTICE: To fulfill the requirements of Section Z140 of the [nharitance and Estate Tax Act, Act 25 oF
Section 9140).
pAYHENT: Detach the top portion oF this Notice and submit mith your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF HZLLS, AGENT
REFUND (CR): A refund of a tax creditj ahich mas not requested on tho Tax Return, may bo requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at tho OfFice
of the Register of Nills~ any of the Z5 Revenue District Offices, or by calling the special Z4-hour
ansmering service for forms ordering: 1-800-36Z-Z050; services for taxpayers #ith special hearing and ! or
speaking needs: 1-800-447-30Z0 (TT onlY).
OBJECT[OHS= Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by=
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171za-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to tho Orphans' Court.
ADHIN- of Revenue,
ISTRATIVE
CDRRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZBO6QI~ Harrisburg, PA 171ZB-060!
Phone (717) 7B7-6505. See page 5 of tho booklet -Instructions for 2nheritance Tax Return for a Resident
Decedent" (RE¥-1502) for an explanation af administratively correctable errors.
D2SCDUNT: 2f any tax dug is paid within three (3) calendar months after the decedent's death, a five percent (SZ) discaunt of
the tax paid is allowed.
PENALTY: The 15Z tax amnestY non-participation penalty is computed on thf total of tho tax and interest assessed, and not
paid before January 18~ 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tine period as you would appma! the tax and interest
that has been assessed as indicated an this natice.
INTEREST: 2ntarest is charged beginning with first day of delinquancy~ or nine [9) months and one Il) day from the date of
death, ta the date of payment. Taxes which became delinquent before January l, 19BZ bear interest at the rate of
six [6X) percent per annum calculated at a daily rate of .00Q164. All taxes which became delinquent on and after
January l, 29BZ will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 are:
Interest Daily Interest Daily 2nterost Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ lox ,ooos~g ~-t~el --TT'Z'--. .ooosot ~ 9x .oooz47
l~8~ lex .ooo4~8 2~z 9z .oooz47 z00z ex .ooole4
1984 IIZ .000301 I993-2994 ?Z .000192 2003 5Z .000137
2985 I3X .000356 I995-I99B 9X .000Z47 2004 4X .O00XIO
1986 lOX .000274 Z999 7Z .000192
2967 lOZ .000274 ~000 7Z ,00029Z
--Interest is calculatad as follows:
ZNTEREST = BALANCE OF TAX BNPAZB X NBNBER OF BAYS DELXNQUENT X DAXL¥ ZNTEREST FACTOR
--Any Not[ca issued after the tax becomes deXinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. IF payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENT'S NAME
REVIEWED BY
Charles R Slaybaugh
Deborah Washington
H B-3 I
EXPLANATION OF CHANGES
The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
ROW
Page 1
Glenda Farner Slrasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjori A. Wevodau
Fi I Deputy
Kirk S Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Cou
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
FREY & TILEY
5 SOUTIf HANOVER ST
CARUSLE, PA 17013
1
Fee Descri tion
Additional Probate
7.00
Fee
Total:
Total
$7.00
$7.00
395
6/8/2005
Lee E Faueht
21-2004-0022
""
O1ecks should be made payable to the Register of Wills. Terms: N t 30.
Please return one copy of this invoice with your payment. Thank u.
11
""
217
REV-1500 ~X (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMB R
21-04-00022
l;OUNTY CODl:
,~
"UM6ER
....
Z
W
C
W
U
w
C
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Lee E. Fauaht
DATE OF DEATH (MM-OD-YEAR) IDATE OF BIRTH (MM-DO-YEAR)
Dec. 15, 2003 I 5/20/1928
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST. FIRST, AND MIDDLE INITiAl)
SOCIAL SE ~RITY NUMBER
193-24-1 16
THIS ETURN MUST BE FlL!!D IN DUPLICATEWrTH THE
REGISTER OF WILLS
SOCIAL SE I'JRITY NUMBER
D 2. Supplemental Return
D4a. Future Interest Compromise (dale of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy OfTrusl)
D10.spousarPoYertyCredit(d,*,oIdea1l1be1ween12-31'911111d1.1-~)
o
o
. RelllillnderRetum(daleofde3lhprior!Q12_13-82)
. Federal Estate Tal( Return Required
~
:ll::!!;~
u~u
wi!;o
"'~~
ua:m
c
01. QriginalRetum
o 4. Limited Estate
D 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
_ . Total Number of Safe Oeposil Boxes
D 1. Section to tax under Sec. 9113(A) (Attach Sch 0)
~'~'"'''', ."', '" ".~. , "'",<" _w.,",,""~ .,~~~ '. " _ '1'~~-'.'::iJ
~ ~"" ...0,' .'. _ <.. ~ ~ ;.:110, ,...,. _ ~ ~ ";.0 ~ '< .~,~""",;:w=..k.."N.4
....
Z
W
C
Z
~
m
..
..
o
u
NAME
Rabert M. Fre
FIRM NAME (If Applicable)
717 243-5838
.t&.
COMPLETE MAILING ADDRESS
5 Sauth Hanaver Street
Carlisle PA 17013
C')
,-,
.,~
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(,)NONE
OFF]CI~:::USE ON~ y
::-::)
(2)
(3) NONE
(4) NONE
96
I
CT.
3. Closely Held Corporation, Partnership or Sole-Proprietorship
-;1
-n
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 Transfer & Miscellaneous Non-Probate Property
(Schedule G or L)
z
c
~
....
::>
....
ii:
..
u
w
..
8. TOTAl GROSS ASSETS (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
, ~
(5)
(6)
23
39
rq
C"\
17) NONE
1,638
10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) ;10)
12. NET VAlUE OF ESTATE (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an eleetion to tax has not
been made (Schedule J)
-11,960
o
-11960
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate ,or transfers under Sec.9116 (a)(1.2) x .0 (15) 0
Z
0
;:: 16. Amount of Line 14 taxable at lineal rate X .0 (16) 0
..
....
::>
...
:& 17. Amount of Une 14 taxable at sibling rate x .12 (17) 0
0
U
~ 18. Amount of Line 14 taxable at collateral rate X .15 (18) 0
19. Tax Due (19) 0
200
217
Decedent's Com lete Address:
STREET ADDRESS
Lee E. Faught
415 N. Pill Street
CITY
Carlisle
STATE
PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A+ B+ C) 2)
3. Interest/Penalty if applicable
D.lnterest
E. Penalty
4.
TotallnteresVPenalty ( 0 + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5.
4)
5)
( A)
( B)
to: REGISTER OF W1~LS. AGENT
"'':::8ii;;'4I~A~',Jj!" .
If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE AP
1. Did decedent make a transfer and:
a. retain the use or income oftha property transferred;
b. retain the right to designate who shall use the property transferred or its income;
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?
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 I
Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and stalements, and 10 the best of my knowl
and com lete. Declaration of rer other than lI1e rsonal re resentalive is based on all information of which rer has an knowled e.
SIGN OF PERSON RES NS1BLE F R FILING RETURN
415 N. Pill Street Carlisle PA 17013
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
~j,.,.
AOORESS
5 South Hanover Street Carlisle PA 17013
193-24-1816
ZIP
17013
1)
o
o
3)
o
o
o
o
I
OPRIATE BLOCKS
Yes No
o [R]
o [R]
o [R]
o [R]
o [R]
o [R]
o [R]
AS PART OF THE RETURN.
ge and belief, II is lrue,
OATE
OATE
:));';i$:'i:t"~,';,h~~~'d);:~<;'~...-i.',~~,,,;,J~'.
For dates of death on or after July 1, 1994 and before January 1, 1995,the lax rale imposed on the net value of transfers to erfor the use of the survi 'ng spouse is 3%
[72 P.S. Section 9116 (a)(1.1)(i)).
For dales of death on or after January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P $. Section 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 a e still appMcable even if
the surviving spouse is Ihe only beneficiary.
For dales 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 10 or for the use of a natural rent, an adoptive parent,
or a stepparenl of the child is 0%[72 P.S. Section 9116{a)(1.2J].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 116(1.2) (72 P.S. Section 9116(a)(1)].
The tax rate imposed on the nel value of transfers to or for the use of the decedeors siblings is 12% [72 P.S. Section 9116(a)(1.3)] .A sibling is defin ,under Section 9102. as an
individual who has at least one parenl in common will1 the decedent, whether by blood or adoption.
217
REV-1503 EX+ (6-98) SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NU ~BER
Lee E Fauaht 21-04-0 22
All property jointly-owned with right of survivorship must be disclosed on Sch ~dule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. MetLile,(12sh@33.20) 398
2. MetLile, (18sh@33.20) 598
TOTAL (Also enter an line 2 Rec ,mitulatian $ 996
(II mare space is needed, insert additional sheets 01 the same SiZE
217
REV-15M EX+ (6-98) SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lee E. Fauaht 21-04-00022
Include the proceeds of litigation and the date the proceeds were received by the !Slate.
All Drooertv iointlv-owned with rinht of survivorshln must be disclosed on Sch ~uleF.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Aqua Treatment Service, Inc. 157
2 Filson Water Treatment, Inc. 70
3 MetLife Dividend 3
4 Members 1st Federal Credit Union, Checking Acct #189474-11 25
5 Members 1st Federal Credit Union, Savings Acct #189474-00 28
TOTAL (Also enter on line 5, Recapitulat pn) $ 283
(If more space is needed, insert additional sheets of the same size)
l~j';(f<';l:\':0t"y~:';;ill~~'EHtja~i17ife.i:ltffii'fi~ """;' --~~"~~r
"'<',"- ~:""~ ;-'i'Jq~ 7;,-,.,.,_......~..o.' ~'H"o.~r_c;..:~ .h.'~'--..d~# :IN_' '.,..i"
~.if~~fyq!Kfti::~;i~l' .., .' } .l"tfl!1'ftg\/',f, f" '~~
.A...._._. ;.. _. '"'' J:, Me;qhanrc~tiuJg..;J?,!U,. _..,,_...... ",
~__;yr;~r;:;:~l:;1.:;~;~.i.,"ff~~::~~~~.,~;,Jl~~\~~RT\'t~f'T110;0~fl~~'.
;~'B;i\k
i ~
~, :t
i ,~
".
<,'
.,""lljE<,mfrilfEl!'Jfiij"5iJ@IFi"!Y,l!lfj'W.l..lmm8fjjf.-"\'h~JiHiJ'jljJF6iJ'"fiTB'Ef.0Je."'" C"!lliDfF,fr'1iH'i,~mmi!lil.~VI"~y.,~. HBIf'!Jjjfj!!fSJm,j1;Jl>iE1BliiWlfjlgjj~ii,~.-..
I
I.
11'005 I. 7BII' ':0:11.:11. 27 :1BI: 507ooo7:1B 211' I
./
" tf{
~ t l
.""....".
~ .; "-"--
LEE EDWARD FAUGHT
415 N PITT ST
CARLISLE PA 17013
/
;;.
AMOUNT
.- .-
, ~
"
!
*****~**~~***~***~*********~***~****~~~*****~********.*****SEVENTY
FULTON BANKi' ,
LANCASTER .PA:
. ',~.
AND 34flOO**ODLlARSi
, '" ',,' ~.
. .
11'0 BB'BII' 1:0:11.:10 I.t. 2 21:
251. '12:1 BI;B
1.11'
---'- ---------- --'-,
MetLife
CHECK NO.OO223197D6 CHECK DATE: 11
Record Date Security Description
11/07/2003 TRUST INTERESTS
PAY TO THE
ORDER OF
lEEE~FAUGHT";'
415 NPITTST
CARLISlE PA 17013-,946
^'
~,lio,r...'~,s_,
~~:~ .: ''-- :.:;- ':",,:.- or ",;,.:-.
JP~~~.'C_~. ~.
'I'\~. ": - ....,. ,. _" "'
lKl::l1il7
213
, 00S6926\ 3305
PAY $;> ******* ********2.76
Two and 76/100 Dollars
" .
ISSUING AGENT-MELLON INVESTOR SERVICES, LLC.
i
Q.N-~, -
SenlorVlce 'dent~~
I
I
11'0022:11.'1701;11' ':02 I. 30'1 :17'11: [;0 I. 5B'1oo 511'
..--~=="
MEMBERS 1st
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
189474 -DO
12/06/1999
$27.53
$.00
$27.53
None
I
,
I
I
\
I
i
,
I
,
I
I
,
,
I
I
I
i
!
i
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
189474.11
05/05/2000
$24.56
$.00
$24.56
None
USED VEHICLE LOAN:
Account Number/Suffix
Date Loan Established
Principal Balance at Date of Death
Name of Primary Borrower
Name of Co-Borrower
196515 -01
08/29/2001
$9,210.92
Patricia M. Faught
Lee E. Faught
I
i
iliBERS 1::fEDERA~ CREDIT UNION
- ;:; /a~:
D nise A. Wolfe .
Insurance Supervi or I
March 19, 2004 1
Estate of: LEE E. FAUGHT
Date of Death: 12/15/2003
Social Security Number: 193-24-1816
5000 Louise Drive. Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.members1st,org
217
REV-1509 EX+ (6-98) SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTL V-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILEN MBER
Lee E Faunht 21-04- 022
If an asset was made joint within one year of the decedent's date of death, it must be repo ed on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Patricia M. Faught 415 N. Pill Street Spouse
Carlisle PA 17013
B.
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCiAl INSTITUTION AND SANK ACCOUNT NUMBER OR SIMILAR DATE OF m Io-TH DECO'S VALUE OF
JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTL V-HELD REAL ESTATE. VALUE OF A SET INTEREST DECEDENTS INTEREST
NUMBER TENANT
1. A. 4/16/90 M&T Bank, Checking Acct#646393 717 50.00% 359
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 6 Recanitul lotion $ 359
{If more space is needed, insert additional sheets of the same size
..-~
Pl:1 M&fBank
4~}C} Mitc;hc:ll 1l1latJ.MiII!I'boro.lm 19%6 MNI Code: 1)1:-Mn-12
Frey & Tiley
Attorneys At Law
5 SOlltll Uano'Vcr Street
Cllrlisle, Pcnnsyl'Vania 17013
i
I~MrIC ()lStl) ,!j()2...U.W
VOJa \,3(2) c).\4-1.Q:;'~
M:t clt 12, 20()4
Re:
!~;Ylale af: I.l1C Ii. Ft.IU/thl
Sacial Scc.llrilv: 193-24-18J..f1.
PUI" of Oealh: O$,'emher /5. 20();!.
,
,
i
Dear Mr. Robert M. Frey: L.
pcr your inquiry dated March II, 2004. "Icalle be ~1c.lviscd thnt at the lime of death. the t,buVCTk1nled decedenl had Qfl
u<-posit with this bunk the following: !
I.
Tyf"! of AC(;f,tlllJI
Chtdiflg Acc"''''t
At'Cfmnl Numb(!1'
M6JVJ
OWfI.:r.,hip (Nu""", ul)
hoc E Faught
'~(llric;Cl AI Faughl
OT"..ni,,!! Dote
0#161911
flU/iOlCe (Wllklle (If Death
$7T7.0V
A,:crucd /Il/ere"
$ (/.IHJ
Totul
$7/7,1/9
2.
7ypc (if Accm"'t
'..j,u~ q{Credit ACC:OIII1I
A'~('ounl Numht!,.
42511 11745011146612
Owm,rshif> (Nume.I' oj)
u.1t.~ t: Fm~ght
POlricia M Ftntghl
O,.~.mjnJ.: {)aUf.
07/27/89
i
O<I(U(l('. <HI [Jute ojJJctHh $2.269.0.1 I
i
Please be advised there was no safe deposit box found lor the above decedent For ~ Keount Inflltm3tion,
elosu.... and/or reimbursement of fundS please call1l10 Spring Garcf... OIlIcc tl717~-4525'1
Sincerely. i
'~"7~
Nancy Cla!,,,,U
Records Management
2'd
SEI2..ES20er
_1_ _ .
217
REV-1511 EX + (12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NU BER
Lee E Faunht 21-04-0 022
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home. Funeral Services 4,453
B. ADMINISTRATIVE COSTS:
1, Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number{s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 400
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Patricia M. Faunht
Street Address 415 N, Pitt Street
City Carlisle State PA Zip 17013
Relationship of Claimant to Decedent Soouse 3,500
4, Probate Fees 37
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Register of Wills, Filing Fee 10
TOTAL IAlso enter on line 9 Re ranitulation $ 8400
(If more space is needed, insert additional sheets of the same sizt>
REV-1512 EX+ (12-03) 217
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lee E Fauaht 21-04-00022
Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including un elmbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Citicorp,Acct#5424181 049340453 609
2. Discover, Acct #6011002596523241 767
3. Cilibank, Acct #5484031673958 642
4. Dick's, Ace! #6012503600786798 293
5. Walmart, Ace! #6032207380777615 1,167
6. Lowe's, Acct #62221390532394 1,720
TOTAL (Also enter on line 10 RecaDitulation $ 5198
(If more space is needed. insert additional sheets of the same size)
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
395
6/8/2005
Lee E Faue:ht
21-2004-0022
FREY & TILEY
5 SOUIB HANOVER ST
vz
CARLISLE, P A 17013
Qty
1
Fee Description
Additional Probate
Fee Total
7.00 $7.00
Total:
$7.00
/-# 3~
,~..-
c
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
:::r
08-29-2005
FAUGHT
12-15-2003
21 04-0022
CUMBERLAND
101
APPEAL DATE: 10-28-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REv:is47-Ex-AFP-io3:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LEE E FILE NO. 21 04-0022 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL ~rr,nr:D (irql'[ rpPRAISEHENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION~-~ ,_,I...J -- \,,' .\.A. '~q OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ':'"TtJ) ",' i'
HARRISBURG PA 17128-0601 ' .
"005~P:"')O F'll 21
L.J ",.J J ",' ,:
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CtE;l-<
ROBERT M F~~~ ! ".-
FREY & TIrEY
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF
FAUGHT
'*
REV-1547 EX AFP (06-15)
LEE
E
TAX RETURN WAS: I X) ACCEPTED AS FILED
) CHANGED
DATE 08-29-2005
I~ an assessment was issued previously, lines 14, 15 and,or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rat. (15)
16. Amount of Line 14 taxable at Lin..l/Class A rate (16)
17. A.aunt of Lin8 14 at Sibling rate (17)
18. ~unt of Line 14 taxable at CollaterallClass Brat. (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estat. (Schedule Al
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. ~ointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
III
(2)
(3)
(4)
(5)
(6)
(7)
.00
996.00
.00
.00
283.00
359.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsi Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Estate Subiect to Tax
(9)
110)
8,400.00
5.198 00
Ill)
112)
113)
114)
NOTE:
.00 X
.00 X
.00 X
.00 X
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax pa~nt.
1,638,00
13 .1;98 00
11,960.00-
.00
11,960.00-
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
119)=
fAX CREDTT":
,~....n. 1+) AHOUNT PAID
DATE NUI1IlER INTEREST/PEN PAID 1-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
'~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
LEE E. FAUGHT
Date of Death:
December 15,2003
Will No.
Admin. No. 21-04-0022
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 (X) No ( )
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
(a) Did the personal representative file a final account with the Court?
Yes () No (X).
(b) The separate Orphans' Court no. (if any) for the personal
representative's account is:
(c) Did the personal representative state an account informally to the
parties in interest? Yes (X) No ( )
(d) Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: September 12, 2005
~ hi' UI>-~
Signature I
Robert M. Frev
Name (Please type or print)
5 South Hanover Street
Carlisle. Pa 17013
Address
c-..;y
f'"'-...)
r'::.'::l
....::.:..:,.)
,.......-,
~)
f'..)
(717) 243-5838
Telephone No.
Capacity: ( ) Personal Representative
( X ) Counsel for personal representative
--"1
(''1
C)
Q;~