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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) Historical Quotes: Charting Tools for Looking Up a Security's . http:!/bi gcharts.marketwatch.ct ~m/historical/default.asp?detect.... More Enter Keyword(s) _____. SeARCH ~. ~.. 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More information on NASDAI] traded svmbbls end their current financial status. Intraday data delayed 15 m'.nutes for Nasdaq. antl 20 minutes for other exchanges. Dow Jones IndexesSM from Dow Jones & Contpeny, Inc. SEHK Intraday tlala Is provided by Comstock and is al least BO-minuses delayed. All quotes ere in local exchange Ilme. ~~ 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 .~ ,~. \rL1 e f 4~ yi r ~ -''~ ~v~,~ ~ ~~,` ~ ; sY k;. ~ .~ °GD ~~~ ~.v d ~yv" ~'~, ~ '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) Return to top of page.