HomeMy WebLinkAbout06-12-09 (2)15056051058
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year file Number.
Bureau of Individual Taxes INHERITANCE TAX RETURN ~ 6 9 O SSo2
Po Box 2aosol RESIDENT DECEDENT
' Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW Date of Birth
Social Security Number Date of Death -
April 14, 2009 February 8, 1936
191-26-3342
Suffix Decedent's First Name _ ML
Decede:nt's Last Name - jvi
Esther
Fitzgerald _
(tf Applicable) Enter Surviving Spouse's Information Below Suffix Spouse's First Name MI
Spouse's Last Name __ _ _ _ ___
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW ~„~ 3. Remainder Return (date of death
„„,;: 2. Supplemental Return prior to 12-13-82)
1. Original Return
R wired
~:"°~ 4a. Future Interest Compromise (date of ~;;; 5. Federal Estate Tax Return eq
4. Limited Estate death after 12-12-82)
Decedent Maintained a Living Trust
7
8. Total Number of Safe Deposit Boxes
6. Decedent Died Testate ~;:n"`.."'4 .
(Attach Copy of Trust)
(Attach Copy of Will)
t:-"::":. Spousal Poverty Credit (date of death
10 "~"'~°~ 11. Election to tax under Sec. 9113(A)
a
... 9. Litigation Proceeds Received .
between 12-31-91 and 1-1-95) (Attach Sch. O)
E DIRECTED T0:
T ~
IS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL
H
O
F
CORRESPONDENT - TH D
Numbe
one
e Teleph
m
Name _ _
717-697-7050 +~
Andrew C. Sheely, Esquire CJ a -;-~
. ~ ~
-._
REGISTER O~.-S USE O~.Y . ~,
r-~, ~;"-~
Firm Name (If Applicable) _ _ ~.
Attorney at Law
Sheely
Andrew C
,
. j I'V
-~ ] 7 ..7
First line of address U
~ ~~ ~
C")
-
~' ~-~
-;
~
'-..127 South Market Street ~
~
}~ ::
s t~ r
~i
I DATE FILED
ZIP Code '-- _ _
17055
Correspondents a-mail address: andrewc.sheely@verizon.net
Under penalties of perjury, IeteclDeclarattionaof p epareeoher than the perso9al rep esentafrve is based on alit ntforrmation ofwhich prepa erlhas any knowledge.lief,
it is true, correct and cam' r~Tc
SIGINAT E~~ERS~N RES~ ~ ~~ING~URN ~ ~~j~~~~
AnnkF~s '
Richard D. Fitzgerald, 48 Palmer Drive, Camp Hill, PA 17011
SIGNDi'GfJRE OF PREPAf~ftjt OTHAN RdaRESENTATIVE
~ ~- --
prM pGCc
Andrew C. Sheely, Esquire, 127 .Market St.,P.O. Box 95, Mechanicsburg, PA 1705
- PLEASE USE ORIGINAL FORM ONLY
15056051058
Side 1
naTF
G~iz/8 ~
15056051058
J
J
REV-1500 EX
15056052059
Decedent's Social Security Number
DecedenrsName Esther M.~Fitzgerald ~ 191-26-3342
~~." . ~.,."~.. , ~...w~
RECAPITULATION °..°~°~~~~°~-~
START
"~
1 . Real estate (Schedule A) .........
................................. ... 1.
2.
Stocks and Bonds (Schedule B) ..... . .
............................... ...
2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3.
4. Ivtortgages & Notes Receivable (Schedule D) .
......................... ... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... ... 5. 1,820.16
6. ,;jointly Owned Property (Schedule F) f~ Separate Billing Requested .... ... 6. 3
055
77.
7. linter-Vivos Transfers & Miscellaneous Non-Probate Property - °° ,
.
- - -
(Schedule G) ~ Separate Billing Requested..... ... 7. 66,136.20!.
8. Total Gross Assets (total Lines 1 7)...
......
.................
... 8. 71,012.13
9. Funeral Expenses & Administrative Costs (Schedule H)....... '
9
.
..
. 5,155.73
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10 7
............. ...
. 1
8.40'
11. Total Deductions (total Lines 9 & 10) ..
............................... .. 11. 5,334.13.
12.
Net Value of Estate (Line 8 minus Line 11) _.. _..
13. ..........
..................
Charitable and Governmental Bequests/Sec 9113 Trusts for which
..12. 65,678.00
- -
an election to tax has not been made (Schedule J) ...................... .. 13.
14 Net Value Subject to Tax (Line 12 minus Line 13)
.....
.............
,rt..". ~ " .-. ~.. _. .. n~.d."
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE
..14., 65,678.00'
`~ "°`°"~°°° "....",.
15. RATES
Amount of Line 14 taxable
at the spousal tax rate, or
transfers undo. cec. 9116 __ _
(a)(1.2) X .0.
16. Arnount of Line 14 r°~~ble " _" "`
15.
at lineal rate X .045 65,678.00' 16 f 2
955.51
17. Arnount of Line 14 taxable - ,
at sibling rate X .12
17.
18. v_
Arnount of Line 14 taxable ~" ~" °° " ~'
at collateral rate X .15 _ 18.
19. TAX DUE ....................................................... ..19. 2,955.51..
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
"Reset Entire Form.:..
~..~
Next Page
1.5056052059 Side 2
L 15056052059
REV-1500 EX Page 3
Decedent's Complete Address:
Esther M. Fitzgerald
STREET ADDRESS
48 Palmer Drive
File Number
e ~, o `f' n S~ 5 a-
DECEDENT'S SOCIAL SECURITY NUMBER
191-26-3342
CITV STATE ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Paage 2 Line 19) (1) 2,955.51
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 2,808.00
C. Discount 147.78
Total Credits (A+ B + C) (2) 2,955.78
3. InterestlPenalty if applicable
D. Interest
E. Penalty
Total InteresUPenalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4) _
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A) _
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00
Make Check Payable fo: 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
0
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 : ...................................... ......
c. retain a reversionary interest; or ................................................................................................................... ....... ^
^
d. receive the promise for life of either payments, benefits or care? ............................................................... .......
If death occurred after December 12, 1982, did decedent transfer property within one year of death
2
.
without receiving adequate wnsideration? ....................................................................................................... ....... ^
^
3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ....... .......
Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
4
.
contains a beneficiary designation? ................................................................................................................. ....... ^ 0
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. §911fi (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 il~nposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. First page
U II_ ., IIUIIU ~ ~.,
REV-'t508 E.X+ (6-98)
't. .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX pE'1'URN
RESIDENT DECEDENT
ESTATE AF
Esther PJI. Fitzgerald
SCHEDVLE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jolntiy-owned wlth right o1 survivorship must be disclosed on Schedule F.
FILE NUMBER
(If more space is needed, insert additional sheets of the same size)
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r.~.,.-,w-., ,..«,,.,.,. -,...a,w..,,,~..
'Enter Symbol: ,,MET ~~~~~~ Enter Date 04/ 14/09
IUIetLlfe Inc
Tuesday, Aprl'. 14, 2008
Closing Price
open.
High
Low,
Vukunv
28.44
28.56
29.at
zs.z6
16,894,800
Go To Charting ~~
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No Sptits
2-Month Dally Chart of MetLife Inc
t~(Hty'~Il)7h UI.It1Cit41f
~tBt2ltl ~kttiftY t'FRti.
Visit
wSJ.COmIS(a B! bUSi11eS5
I of ] 612/09 10:08 AM
Please Note: Yaur Salo Proceeds Check Is Attached
BROKER'S Nome, Address, zlP Code, ZOv9 j Proceeds From Broker and Barter Exchhnge Transactions
Fodor¢I Idantifloatlon Number and ~Cl~.CI"1 ~ 099„g Instructions for Recipir:nt
Telephone Nurnbar: ~ Brokers and barter exchanges must report procE~eds from transactions to
CQPY B FOR RECIPIENT ~ you and to the Internal Revenue Service. Thit form is used to report
Mallon Investor Services j '^IMPORTANT TAX INFG1RMATION"'" these prOC6ed5
490 Washfngl:on Blvd. This is important lax Inforrnaiion and is being __-_ _. _ _ _-___...____..
Jersey City, N!J 07310 furnished to the Int®rnal Revenue Service, If ~~ a Dace of sale 1b cu51P N: mbar
ye Ile ootherdaanclti nrmarba im oisedcon ~2 Stocks.. fiondD5eC02008 ~ ~ SRAL NCOME8RID- ____-._ __
22-3367522 p y y p AX W~THF,ELD
Telephone: 7-800.649.3593 you rf this rncorne Is taxable and the IRS
determines that it has not been reported. $1,882.25 $O.OD
i
'O WHOM PA@~
RICHARD O P=tT2GERALD
48 PALMER C?RIVE
CAMP HILL PA 17011-7925
REPORTED
70 I RS
7 Descnption
COMB NO. 1545-0715
G.'055 ProceF ~S
Gross Procec 1s less oommiss~on ana
options prgm ims
METLIFE, INC.
Irrvestor ID Recipient's Icl ,nt#wation Numbe• or F le
124906233240 I 202486162
Box 1a. - 5hvu~s the trade date of the transaction. For aggregate repoNing, no entry wfit Box 4. -Shaves backup wllhiralding. Generally, ¢ pays+r must backup withhold al
be present. a 28°lo rate iT you did not furnish your taxpayer identifi~.ation number to the payer.
Box 1b. -For broker transaotions, may show the CUSIP (Comrnittea on Uniforrn Security See Fnrrn W-9, Request for Taxpayer Idsntiflcatlon N~ irnber and Cerlificatlon, for
Identification Procedures) number of the item reported, intorrnafion on backup withholding. Include this amount on your Income tax
return as tax withheld.
Box 2. -Shows rho proceeds from transactions Involving stocks, bonds, other debt
obllgattons, commodities, or forward contracts. Losses on forward contracts are shown Box 7. - Shows a brief description of the item or servir;o for which the proceeds or
in parentheses, This box does not include proceeds from regulated futures eontrants. bartering income is being reported. For regulated Tuf~ras nontracts and forward
Report this amount on Schedttle 17 (Form 1040), Capital Gains and Losses. contrecis, "RFC" or other apprapriato descriptinn may be shown.
For enquiries about your account, contact BIVY Mellen Shareowner Services, MetLife's Transfer Agent:
Telephone: 1-800-649-3593 U.S. Mall:
~-Mall: metllfe(,c>7bnymellon.com MetLife
Internet: wvvw bnymellon.com/shareownerlied c/o BNY Meilan Shareowner Services
PO $nx 358447
Pittsburgh, PA 15252-8447
YOUR ACCOUNT HAS BEEN CLOSED. THE ATTACHED CHECK REPRESENTS THE FULL VALUE OF YOUR ACCOUNT.
^ IMPORTANT TAX FtE7URN DOCUMENT ATTACHED ^
. T'F~,i~k>W~~i"~~P9~#~`'~D 2009...... .,. DESCRIaTION . SHARES SOLD .^, ~....' i
SHAREI-IOLDER OF
METLIFE, INC.
CU5tP INVESTOR ID ACCOUNT KEV ChIECK NUMBER CHECK DATE Cr1ECK AMOUNT ~
00192859158R1D 1245D823324D FITZGERALRICHD000D 700390 05!28!2009 $1,882.25
OPENING TRUST INTEREST BALANCE SHARES SOLD PRICE PER SHARE (S) GROS6 PROCCED5
g2,Q09p 52.0000 32.3510000 $1,882.25
TAX WITI-MELD N'eyl' PROCEEDS CLOSING TRUST INTEREST BALANCE
$O.OD $1,882.25 ', 00.0000
REV-1509 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Esther M. Fitzgerald
FILE NUMBER
If an asses was made ~olnt within one year of the decedent's date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANTS} NAME ADDRESS RELATIONSHIP TO DECEDENT
A Richan~ D. Fitzgerald 48 Palmer Drive, Camp Hill, PA 17411 Son
e.
C.
JOINTLY•~OWNED PROPERTY:
17EM
NUMBER LETTER
FOR dOiNT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEEb FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET ~= OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1. A. 3(17109 NCFCU-Account#008590 3,055.77 100 3,055.77
TOTAL (Also enter on line 6, Recapitulation) + $ 3,055.77
(If more space is needed, insert additional sheets of the same size)
1VEW CUMBT;RI.,AND F!?D~RAL CREDYT UNXON
yot~cr Com;rnuriity Credit ~Llnion
P.a. sax 658
New Cumberland, PA 17070
www.ncfcuonline.arg
Wo h~~~~ rnc~n~y C n 1 tar~~c! q 4 , 7~ ~ N~~~!/lJ erf
Czar~(yl.7mc~ry '~. 1~~~ F ome k:q~.ri !.y ircy ~llQmca ~ Ci, c)(?
VI;A, 7•t.~r more "irfn v~w~.N[:Ft::lJnr~1ir~e.arc~
F~1CiiRt~C~ ~. FI1ZGCi~~LD
~~ 1~~11_M~~ DI:
f; ,~ M I~' F~ 1 l._ l_ {~ (~ 1 7 f31,1.
(717) 774-7706
(800j716-2328
I'ax: (717) 774-7996
1°RAfd~l°CF?
~0~? AMCJIJt~'i` Qt=" ~k~~"Fl:i~6~i
7~~ nr~~o~ rr-r-•~ci~rv~ cJ~clatJ~J
~~l?At ova - ~~:~~;a~
ACC'Ul1N'1' NtJMl3C~' f)90:J1,1.
'(d~?A~1~l~F_i~: E~IJN[.aS F~d2 )r~l h9 (P~(3Cf?: ~:5.1'Plf~h M f~ 1 ~7.CERAI.I?
;C:C;fJIJPdI" # ; (Jt~B~>~a0
f1i:;C:1` t1l.D°-~~11..~11JCC 1`IdA~I~-r~i+'1C1l,fPlT ddEUJ-f51~1-~1~1Cf_= <"-Fi'°f~~.-> 1fVr"-PFaTD idXT t)iJh=
l ~ , fJ !~ !:, 7 'f Ei J..l.. 6 :3 ,-a, , C~ ~+ i . ~I 0 Q . 0 (1
St - Regular Shares S3-Money Market SB -Xmas 9harea ( r( 1 ~. (• •~k.l.l"~ j
S2 -IAA Shares 5a -share p~-efea Proceeds as described above received b . - r ~ -ba,./ ~ r (,
59 - Vacation Shares Y~ ., t ~~U THO 1` r{.. .. !`,lC~ ~ .
----
,' Z.ED 51C3NAT
_ _
__ - ------- - -----iu---_----- -°---
REV-1510 E:X+ (658}
COMMONWEALTH OF PENNSYLVANIA
INHERI"rANCE TAX RETURN
RESIDENT DECEDENT
ESTATE aF
Esther M. Fitzgerald
SCI~IEDULE C
INTER-VIV05 TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER DESCRfPTION OF PROPERTY
NCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TOOECEDENTANO
THE DATE OF TRANSFER.ATTACHACOPYOFTHEDEEDFORREALESTATE.
DATE OF DEATH
VALUE OF ASSET
% OF DECD'S
INTEREST
EXCLUSION
pFAPPUCABLE)
TAXABLE
VALUE
1 Real Estate - 48 Palmer Drive, Lower Allen Township, Camp Hill, PA. Tax
parcel #13-25-0022-267. Decedent tranferred one-half interest #o her san,
i
Richard D. Fitzgerald, on March 24, 2009. 138,272.40 50% I 3,000 66,' 36.21
Assessed value of $109,740.00 X C.L.R. of 1.26 =
TOTAL (Also enter on line 7 Recapitulation} $ + 66,136.20
(If more space is needed, inserf additional sheets of the same size}
TaxDB Resuilt Details
httpaltaxdb.ccpa.netldetails.asp?id=13-25-0022-257.&dbselect= I
Detailed Results for Parcel 13-25-0022-267, in the 2004 Tax Assessment Database
I)istrictNo _.
13
Parcel_ID I "~"-25-0022-267.
~MapSuffix
13ouseNo 48
llirection
Street PALMER DRIVE
Owned FITZGERALD, RICHARD D
CIO
I'roPTYpe R __..
~~
PropDesc
~
LivA~~ea
' I397
CurLandVal 25000
~CurIrnpVal 84740
CurTotVal 109740
CurPrefVal
Acreage ~23
C1GrnStat
TaxEx 1
~~
SaleAmt 1
SaleMo 03
.~ialeDa 24
SaleCe ! 20
SaleYr U9
DeedBkPage 200908772
YearBlt . 1957
HF_File_Date 11!23/2004
HF_Approval_Status R
1 of 1 5/21 /09 1:13 YM
FtO~~~ ~ ~ ~ OF~~~EI~~
~CC~~tD .
CU~AI~~~tl.~Wt~ Co~NI'`~~~'~~
' QQ ~~~ ~ ~~ ~~+ ~~.
Parcel # 13-250022-267
~~3 I S SEED ,
~,~~~
~+iADE THE ~ day of February in the year two thousand (2000)
HETWEEN ESTHER M. ~'ITZGERALD, widow, of Lower Allen
Township, Crzrr~l~erlar3d County, Pennsylvania,
Grantor,
Bnd E5'I'HER M. ~'ITZGEIYALD, widow, of Lower Allen
Township, Cuzttberland County, Pennsylvania, and
RYCHARD D. ~'YT~GERALD, a single person, of Lower
Allen 'l'awnslrip, Cumberland County, Pennsylvania, as
Joint Tenants with Right of Survivorship and not as
Tenants in Cozrumon,
Grantees:
'GV"~TNESSETH, that in consideration of ONE DOLLAR ( $1 .00 } , in hand
paid, the receipt whereof is hereby acknowledged, the said Grantor
does hereby grant and convey to the said Grantee, his heirs and
assigns;
ALL that certain tract or parcel of land with improvements thereon
erected situate in Lower Allen Township, Cuzzzberland County, Penn-
sylvania, more particularly bounded and described as follows:
BEGINNING at a point on the Southerly line of Palmer Urive which
point is 129.59 feet East of the Sout!•zeasterly corner of
Kens:irzgton Drive and Palmer Drive and at dividing-line between
Lots ribs. 14 and 15, Hlock "M", on the hereinafter mentioned Plan
of Lots; THENCE along the Southerly line of Palmer Drive in an arc
~zavirzg a radius of 315.95 feet in an Easterly direction 70.64 feet
to a point; THENCE further along the Southerly line of Palmer
Drive South 89 degrees 4 minutes East 9.3G feet to a point at
dividing line between Lots Nos. 15 and 16, Block "M" on said Plan;
'T'HENCE along said dividing :line South, 0 degrees 56 minutes west
l45 feet to a point at dividing line between Lots Nos. 13 and 15,
Block "M" on said Plan; THENCE along said dividing line North 89
degrees 4 minutes West 60.46 feet to a point at dividing line
between Lots Nos. 14 and 15, Block "M" aforesaid; THENCE along
said dividing line North 6 degrees 5Z minutes 30 seconds west
'138.43 feet to a point the place of BEGINNING.
HAVING erected thereon a dwelling known and numbered as 48 Palmer
Drive, Camp Hill, Pennsylvania.
BEING Lot No . 15 , Block "M" , in Plan of Country and To~~vn Homes ,
~~
~~
d~dg~~
Parcel # 13-25-0022-267
THIS DEED,
~~
~I'ADE THE ~ ~~ day of March in the year two thousand nine ( 2009 )
BETWEEN ESTHER M. FITZGERALD, widow, of Lowea~ Allen
Township, Cumberland County, Pennsylvan~_a,
Grantar,
and RICHARD D. FITZGERALD, a single .person, of Lawer
.Allen Township, Cumberland County, Pennsylvania,
Grantee:
WITNESSETH, that
paid, the receipt
does hereby grant
assigns;
in consideration
whereof is hereby
and convey to the
of ONE DOLLAR ($1.OU), in hand
acknowledged, the s,iid Grantor
said Grantee, his hE~irs and
ALL that certain tract or parcel of land with improvements thereon
erected situate in Lower Allen Township, Cumberland County, Penn-
sylvania, more particularly bounded and described as fo:l.lows:
BEGINNING at a point an the Southerly line of Palmer D.s_ive which
point is 129.59 feet East of the Southeasterly corner of
Kensington Drive and Palmer Drive and at dividing line t~etween
Lots Nos. 14 and 15, Block "M", on the hereinafter mentioned Plan
of Lots; THENCE along the Southerly line of Palmer DrivE in an arc
having a radius of 315.95 feet in an Easterly direction 70.64 feet
to a point; THENCE further along the Southerly line of lalmer
Drive South 89 degrees 4 minutes East 9.36 feet to a point at
dividing line between Lots Nos. 15 and 16, Block."M" on said Plan;
THENCE along said dividing line South, 0 degrees'56 minutes west
1.45 feet to a point at • dividing line b~tr~~aeri Lats Nos . 13 and 15 ,
Block "M" on said Plan, THENCE along said dividing line [forth 89
degrees 4 minutes West 60.46 feet to a point at dividing line
between Lots Nos. 14 and 15, Block "M" aforesaid; THENCE along
said dividing line North 6 degrees 52 minutes 30 seconds West
138.43 feet to a point the place of BEGINNING.
HAVING erected thereon a dwelling known and numbered as 48 Palmer
Drive, Camp Hill, Pennsylvania.
BEING Lot No. 15, Block "M", in Plan of Country and TowrzT~omes,
Inc., which plan is recorded in.the office of the Recorder of
Deeds in and for Cumberland County, Pennsylvania in Deed Book 7,
Page 41.
SLING the same premises which ESTHER M . FITZGERALD, widow, by
deed dated February 2, 2000, and recorded on February 4, 2000 in
the Office of the Recorder of Deeds in and for Cumberland County,
Pennsylvania in Deed Book 215, page 941, granted and conveyed unto
ESTHER M. FITZGERALD, widow, and RICHARD D. FITZGERALD, a
single person, as joint tenants with right of survivorship. The
purpose of this transfer is to convey ESTHER M. FITZGERALD ~ S
remaining one half interest to her son, RICHARD D. FITZGERALD.
THIS IS A CONVEYANCE FROM MOTHER TO SON AND IS THEREFORE
EXEMPT FROM THE PAYMENT OF REALTY TRANSFER TAX.
SUBJECT however, to easements, rights of way, and restrictions of
record.
AND the aid Grantor hereby covenants and agrees that she will
~rarrant sg~ecially the property hereby cor~vQyed.
IN WITNESS WHEREOF, said Grantor has hereunto set he.t: hand and
seal the d,ay and year first above written.
Signed, Sealed and Delivered
in the Presence of
.: ;~''
~ ~,:....
JJ ~ ,
EAL
~~ E5TT~ER , M . FI .Z' RALD~ }
~r.
COMMONWEALTI3 OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
On this, the ~~~~ day of March, 2009, before me, the under-
signed officer, personally appeared ESTHER M. FITZGERALL known to me
(or satisfactorily proven} to bs the person whose name vas subscribed
to the withY.n instrument„ and acknowledged that she executed the same
for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
1 /l
~1,~ ~~~ Z~~ (SEAL}
Notary- P xblic ~- ~;,,,
My Co ssion Expires ~ ,„„r
q~y0b1~VW~ACYadii~r:,.
«b
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\rL1 e f 4~ yi r ~ -''~
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~'~, ~ 'q' ~ ~,$ 6goz
` ~~~~ ,`'~~Y/erg@AiB NJB'4y4r1
REV-1511 EX+ {1299)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEp1~LE H
FUNERAL. EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Esther M. Fitgerald
Debts of decedent must be reported on Schedule T.
ITEIN
NUMEIER DESCR
A. FUNERAL EXPENSES:
1 Malpezzi Funeral Home -cremation
2~ Lucas Funeral Nome - Internment in Schuylkill County
$2,112.67
777.00
B. ADMINISTRATIVE C05TS:
1. Personal Representative's Commissions
Name of Personal Representatives}
Social Security Numbers}lEIN Number of Personal Representative{s}
Street Address
City _ State _ .Zip
Year(s) Commission Paid:
2. Attorney Fees Andrew C. Sheely, Esquire 437.50
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 1,$20.16
claimant Richard D. Fitzgerald
street address 48 Palmer Drive
city Camp Hill .State PA _Zip 17011
Relationship of Claimant to Decedent Sore
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
~. Postage $8 40
TOTAL (Also enter on line 9, Recap+tulationl I $ ~~ 155.73
(If more space is needed, insert additional sheets of the same size)
1~?c~l~~~~r ~~~-~~wa~ ~I~~e
8 Market Plaza 'Wati
I~/lecharticsburg, PA 1~usy
(717 )697-469fi
Michael ;t
?Vlay ~4, ZOQ9
C)wrter. FD Jeretny J. Shartzer. FD
Mr. [tichard 1''itzgerrtld
~8 P,alrrter Drive
cramp xill, pA 1 ~a 11
T
~Ie C. 1Cntvc. FI)
~"he IFutieral Service for Esther Marie Fitzgerald
We sincerer' a,~preciate the contidetYCe you have placed in us and will continue to assist vott in eve~v r~
a~ «e can.
feel fi°ee to contact us if you have rim~ questions in re
rd t
thi
" please
ga
o
s statement.
"I'HE FOLLOWING IS AN I"I'EMIZED S'I'ATEMEN I' OF'CHI~, SERVICES, FACCI,ITTES, AIJTOMO'ITVE EQUIPM';NT
,
ANTJ P/IERCI IANDISE TIIAT YO[J S13LI:CTED'VdHEN MAICINU TILL; FLJNIRAL ARRANGEMENTS.
~SELI,CTL'JD M~IZCIiAIVrfISE:
Carcibuard Cretuation Container
T]tiE CUS7 OIL OIJId SERVICES, EQtiIpME1~TT, AI~Ill MEItC}IANDISE ~'I-IA1"YOU HAVE SELECTED ~ ~a5 cup
C. 5I'EC'IAL CHARGES
~,45.(BO
Direct Cremation
AT TI IE TLbIF FUNERAL A.RItANGEMF,NT'S WERE MADE, Vv~: ADVANCED CERTAIN PAYMENTS TOOTH 'RS AS AN
' ~l8?S UO
ACCOIVIMODATTON. 1
HL FOLLOWING IS AN ACCOUNTING FOR I7-IOSF. CHARGIiS.
CASH ADVAhICES
Certitied Death CerCiticates
Ne~r~spaper Notices - I'i3tT70t ~ ~ ~~~ ~)~)
Y'()'ITAL CASH ADVANCES AhI1D S;ErEC:IAL CHANGES baZ.r,
!~ZliG7.ti'7
sUrl_rc;rAl. ~z, ;= c'
INITIAL 1'AYMEN"r /DISCOUNT / CI~:~ )i"1'S
1'l7'TAlL.A1VIiy1JI'ai7 bUE $~112.~'r'7
~;
~(.. eona~d ~, oC uca~ ~u,~ev~aC ~}ofne ol. td.
~ ~ //11 ('~
./ e°rusr~ oLcsea9 ~r. Jcsrsrbe'9ar
/ 2O ~OGt.th /d/cGNhel ~lNee~
~~cGy~GOhin, ~ennd~~vccnia 17872
570-644-OQ 17
May IZ, 2009
Richard Fitzgerald
In Receipt for services for grave side service of'-~-Esther Marie Fitzge~°ald
Grave Opening $300.00
Funeral home staff grave side service 31Z. 0U
General usage ccar 155.00
Totccl Paid
~c~ `.''.~`''
.~c~ ~'
Thank You
777. DO
;Y.- ~~ ~
~- -y
~'
~~
y~°.._
/r- / y'' J ,~,/~,~
Leonard JLucas Jr.
REV-151.'! EX+ (12~C3}
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FST4TIF r}F
Esther M. Fitzgerald
SCNEpi~LE i
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FII F NIIMRFR
Report debts incurred by the decedent prior to death which remained unpaid as of the datR of ~tpArti inch:dinn unrnirol.urr...l .,,....,:__, _..______
to more space is neeaea, ~nsen aodinonal sneers or the same size)
-. i.,
F~QR~dAB ~68Et
DALL.AB, TX 75284»06H8
CAREM I CAREMAl~C.
MAY' t3, 20173
I,~,III,:,,111,~„,.rl'I,,,fl':I,,,II,I.,.,I~I,Id,~-1,-llul,~l~l':,I Aoeount Number; FITE536
,~7i~11~ M r`~T~l'~ERALI~ {Nurriaro k~e Cuenta)
48 >~' IIIf~C~ {~ Customer Name: ~sthsr M Fitzgerald
CAM hllt.;L, PA 17011-7925 {Hombre Da Clients)
E~tTA~d ~~ CU~NTA
Terms: Due Upon 1~teG®ipt Please remit Currant Balance
Tefwninos De Pago: Pagadera AI Reclba Brvase Ud. Ftemi(tar EI Saldo De La Cuenta
CUS'f(JIIIlER SERVECB: (8861889-82013
8tarrrtce Numbs eesrtptiort ~~ Belz~ln e R Bence Bat nce
0 0 CO AY EN f ~'C~U1`f~L~~7U~
TAF~Ct':VA 1$r!M(3 TAB 311'5 ~ ._
~ ~
---_
If yow have already submitted payment for the charges tlsted adave, pl®ase disregard this. statement. You vv81 bs oharged a ~25.OO fee, ar the maxfmum
permlfted tsy law, for any check return®d to Caremark.
TT Detach here and return in enclosed reply envelope. TT
'ARC AI~C ~ CAREMAt~K 48 PAtE.MER DR GERALD
CAMP HILL PA 17011-7925
il,~~l~l,l~~-I~II~~I~,I~~III~,~~II„i~,l,l~~l„~I~II
CAREMARK INC.
PO BOX $406$8
DALLAS, TX 75284-068$
AMO u~v-r
eivc~osea ~
Account Number; FITES36
(Numbro De Cuenta}
Customer Name: Esther M Fitzgerald
{Hombre De Clients)
Faience: $40.00
Ch range to my:
~ LV ~ ~ Mas and ^ ^ r
Expiration Date:____ l7
Credit Card #:
Authorized Signature
Print ame
N.
~~ l+frrancfef
Credo Cr3rd Servtcea
`""' CHA5E (`1
statement Date:.
'tJ372B/D9 - oaf~~f09
Manatie your account only.
~vw_ohase aom/credltcards
IlNfnimum Paym®nt: $111Ab
payment L1tle Date: 05!2!0/08
ACC~JU[VT SUMMARY VISA Aaaaunt Number 4409 08s~0 0190180;t~
Previous Balanos $338.31 Total Credit Llne ~ ~ ~ $13,600
Payment, Gredita -$250.00 Available Credit $13,408
Ftnanoe Charges +$2.42 Cash Access Lfne $Fi,760
New Bafanoe 90.73 Available for Cash $6,750
Addltlonai oontaot Iniormatlo
cony®rderltly lenated en reverse s
ACCOUNT ACT'fVITY
Date of
Transaotion J,V~srohant Dame ar Transacticn pescrlptlrrn ' A o u~t
Q4fg7 Psymsnk Thank You irleckronlc Chk -250.00
fNAfVCE CHARGES
{~inaHOO Charge Transsotlon
Gaily "'~rioxiio ti~6tc Cc~rro~+~. Avsra~tti 17~1I1y l7ue u ' Feb ! Auvw-nuldieJ ~1t1ANCt:
Category 31 days in cycle APR Balance Periodic Rate 5srvlce Charge Pin Charge CMARGES
Purchases V A4t76% 16.24% $186.83 $2.42 $O.C70 $D.00 ffi2.42
Cash aduances V .06271% 19.24°/a ^~@.t70 ~;O.OD $D.oo $0,00 $0.00
Total finenoe charges x.42
Etfet:tlve Annual Rercentage Rate (AP~t): 15.24°/n
Please see Information About Your Acoount section for baianos oomputation method, grace p®riod, and othor Important information
The Corresponding APR Is the rate of Interest you pay when you Derry a balangs on any tr ot~~n oategory.
The effective APf9 represents your total finance charges - fnofuding trahsaetion fees L%~~~,
such as cash advance and brilanae transfer fees -expressed as a percentage. ~,,,,,
~~ i°~ `~ Fargot to mall your payment an tirne7
Makfng your payment onlfns befars your due date wif! ^~
help you avoid late fens, and save money on stamps.
_ ,,.` ~~WY Vlelt www.ohass.ocm lnday to make a payment.
~~'" i
~~~ ~~~
0000001 F1833336 C 4 OOU N ZLG Ogl04/26 Page 1 of 3 00006 MA CC 62380 ~ 1410000040b8b23900
REV-1513 E;(+ (9-00)
SCHEDULE J
C;OMMONWEALTN OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
TART Esther ~. Fitgerald
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBEF; NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Richard D. Fitzgerald - 48 Palmer Drive, Camp Hill, PA 17011 Son 100% Rest, remainder
of FctatP
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ $
(If more space is needed, insert additional sheets of the same size)
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