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Home My WebLink About03-0873 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Ted A. Fisher No. _-~/-O~-~73 also known as To: Deceased. Social Security No. 179- 3 O- 48 ~ 2 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/4i-r~ 18 years of age or older an the execut r i -~ in the last wilt of the above decedent, dated December and codicil(s) dated Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania named 11 ,, 1998 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C umb e r 1 a n d County, Pennsylvania, with his last family or principal residence at 303 West Main Street, Mechanicsburg Borough (list street, number and muncipality) Decendent, then 64 years of age, died September 10 ....... ~.0_~0_3, at Holy Spirit Hospital, East Pennsboro T0w~$hiP Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 86,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) pre~ented herewith and the grant of letters ~-.o ~ ~-. a m o n t o r y (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. Linda J. Lechthaler 16 San Juan Drive Mechanicsburq, PA 17055 /7- Sworn to or affirmed and subscribed before me this 23 day of ~ ~,/ ~nn~ ~. ~L -, " ~ ~ ~ .... OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland y SS 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 khowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. NO. 21-2003-873 Estate of TED A. FISHER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW C)~tnher 23rd, 2.0.0-3-, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated December 1 1, 1998 described therein be admitted to probate and filed of record as the last will of Ted A. F i she r and Letters Testamentary are hereby granted to Linda J. Lechthaler FEES Probate, Letters, Etc .......... $ 200.00 Short Certificates(4) .......... $~L2-.~0_~ R~~x.. ~;rP~§~..(.4} $ 12.00 JCP Fee $ 10.00 TOTAL __ $ 234.00 Filed Ocrk. obe~..23~ · 2003 ............. Call Attomey m 10/23/2003 Andrew C. Sheely, Esquire-~62469 ATTORNEY (Sup. Ct. I.D. No.) P-O. BOX 95, ~2p7AS 7~rket St. Mechanicsburg i 5 ADDRESS (717)697-7050 PHONE Register of Wills of Cumberland County, Pennsylvania OATH OF SUBSCRIBING WITNESS EstaTe of TED A. FISHER No. ~_!-2003-_q73 also known as .., Deceased ROBERT C. SPITZER (each) a subscribing witness to the 1_~ codicil(s) J~will~) presented herewith, (each) being (July qualified according to law depose(s) and say(s) that r~/lle/~,~, was/w~r present and saw the above Testator(+i-x-) sign the same and that _.s.~e/heltl:~-~y signed as a witness at the request of Testator(rix) in his/l~mkq~ presence and ~ in the presence of each other [] in the presence of the other subscribing witness(es). 407 N. FRONT ST_jREET, HARRISBURG, PA. 17101 J(Address) (Address) Sworn to or affirmed and subscribed b~_re me this ~,~' ~day of ~-'~l~'a r.y~u bi ic /'l MY C~m~i:ision I~ires: ~ i.~..~.,..,.~ ~ ~ ~o~.~ ~ o.,~ ~.i~,.. NOTE: To be taken by officer authorized to administer oaths. Please have present the original or copy of Instrument(s) at time of notarization. NcXar~ ~ Kdrr'/oedy A. Riedet, Notan/Public Cily Of Hamsburg, Dauphin County My Commission Expires Mar. 7. 2006 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat request of testat~ other subscribing witness(es)). , sign the same and that signed as a witness at the in h presence and (in the presence of each other) (in the presence of the Sworn to or affirmed and subscribed before me this day of 19~ Register (Name) (Address) (Name) (Address) 21-2003-873 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Brett W. Lechthaler {-etm%9 a subscriber hereto, ~being duly qualified according to law, depose(s) and say(s) that he is familiar with the signature of Ted A. Fisher testalDr of ~(~nc of *~" ,,'-~;~';~- ' to) .... s .......... ~, ;;i;iies~CS the will presented herewith and that he believes the signature on the will is in the handwriting of Ted A. Fisher to the best of hi s knowledge and belief. Brett W. Lechthaler Sworn to or affirmed and subscribed before me this 93~-,~_ day of _ _ _(N~me) October _ 2003 16 san duan Drxve, MecnanxcsDurg,~a -- ~- -///f - - , '- ~~/ ~ r . (Address) 21-2003-873 LAST WILL AND TESTAMENT OF TED A. FISHER I, TEl) A. FISHER, make this my Last Will and Testament, and I revoke any previous FIRST: I direct my Executor to pay all my last illness and funeral expenses as soon as convenient. SECOND: I give and bequeath my automobile to my Daughter, LINDA J. LECHTHALER, and my collectible baseball signed by the New York Yankees, to my Son, BRADLEY A. FISHER. All of the rest, residue and remainder of my tangible personal property, I give to my children, in as equal shares as practicable, as selected by my Executor. I give an amount equal to ten (10) per cent of the residue of my estate to EAST STROUDSBURG UNIVERSITY ALUMNI ASSOCIATION, for general purposes. THIRD: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, shall be paid and distributed as follows: absolutely to my children, per stirpes, but if neither survives me with issue, then: a). 75% to EAST STROUDSBURG UNIVERSITY ALUMNI ASSOCIATION, for general purposes. b). 25 % to EAST PENNSBORO HIGH SCHOOL, for school purposes. Page 1 of 5 FOURTH: I direct my Executor to pay all inheritance, estate, succession and legacy taxes, together with any and all interest and/or penalties or other charges thereon, of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder, or otherwise passing by reason of my death, may be subject, from the principal of the residue of my estate. FIFTH: My Executor is hereby authorized and empowered, in addition to such powers granted executors by law, all exercisable without court order: (a) to sell securities or other property, real or personal or both; (b) to borrow money from such persons as it may desire, including the power to borrow from itself as an individual or as a fiduciary under any Trust Agreement for any purpose necessary or desirable in connection with the payment of taxes or other matters incidental to the settlement or administration of my Estate, or for investment purposes, on either a secured or unsecured basis, at such rate of interest as my Executor may deem acceptable and to sign notes and to pledge the assets of my Estate as security therefor; (c) to make non-prorata distributions in kind or partly in kind or partly in cash; (d) to retain all or any part of my property, real or personal, constituting my Estate for such time as my Executor deems best or to invest or reinvest the same without being restricted to "legal" investments; (e) to file income tax returns; (f) to compromise claims against or in favor of the Estate, with or without Court approval on such terms and conditions as Executor deems appropriate, in my Executor's sole discretion; (g) if the Estate includes any interest which I had in a business at the time of my death, whether the same is a sole proprietorship, a partnership, or a corporation in which I owned all or a substantial portion of the stock, to continue said business, until such time as my Executor deems advisable to sell, liquidate or distribute the same in kind. Executor shall have all rights and Page 2 of 5 powers in connection with said business as I had when living. SIXTH: I nominate, constitute and appoint LINDA J. LECHTHALER, or if she is unable or unwilling so to serve, then BRADLEY A. FISHER, or if he is unable or unwilling so to serve, then MOLLIE R. RANDOLPH, as Executor under this my Last Will and Testament. No bond shall be required in this or any other jurisdiction of my Executor. SEVENTH: I hereby nominate, constitute and appoint LINDA J. LECHTHALER, or if she is unable or unwilling so to serve, then BRADLEY A. FISHER, or if he is unable or unwilling so to serve, then MOLLIE R. RANDOLPH as Guardian of the estate of any minor or other beneficiary physically or mentally unable to manage his or her affairs and to serve without bond in this or any other jurisdiction. If any beneficiary of my estate is under the age of eighteen (18) years at the time at which distribution of any property devised and bequeathed by this Will would otherwise be made to such beneficiary, or is unable to manage his or her own affairs, my Executor shall distribute all such property to the guardian of the estate of such beneficiary. The guardian shall hold, manage, invest and reinvest any property received by the guardian (whether under this Will or otherwise), shall collect the income thereof, and shall apply so much of the net income and, if the net income is insufficient, so much of the principal of the property held for such beneficiary as the guardian shall deem necessary or advisable for such beneficiary's health, maintenance, support and complete education. The guardian shall accumulate any surplus net income annually and add the same to the principal of the property held for such beneficiary. When such beneficiary attains the age of eighteen (18) years, or becomes able to manage Page 3 of 5 his or her affairs, the guardian shall distribute to such beneficiary all property held by the guardian for such beneficiary. If such beneficiary dies before attaining the age of eighteen (18) years, or becoming able to manage his or her affairs, the guardian shall distribute to the personal representative of such beneficiary's estate all property held by the guardian for such beneficiary. EIGHTH: The compensation payable to my Executor shall be reasonable compensation. NINTH: The words "child, children, or issue", as used in this Will, shall include adopted persons and persons bom or adopted after the date of this Will, respectively unless expressly stated to the contrary. TENTH: I hereby authorize my Executor in addition to all powers granted by law, to make such election in connection with settlements under employee benefit plans in which I have an interest as my Executor deems most advantageous under all the circumstances. IN WITNESS WHEREOF, I, TED A. FISHER, the Testator, to this my Last Will and Testament, printed on five (5) sheets of paper have set my hand and seal this ! } day of ~)~L~,-,6~3r~, ,1998. TED A. FISHER (SEAL) Signed, sealed, published and declared by Testator, the said Testator, as and for his Last Will and Testament, in our presence, at his request and in the presence of each other have hereunto set our hands/~,nd seals as attesting witnesses. /n / r sid at& residing at Page 4 of 5 COMMONWEALTH OF PENNSYLVANIA: COUNTY OF DAUPHIN: SS: I, TED A. FISHER, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by TED A. FISHER, the Testator, this day of , 1998. TED A. FISHER Notary Public My Commission Expires: COMMONWEALTH OF PENNSYLVANIA: COUNTY OF DAUPHIN: SS: We, and , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will and Testament; that Testator signed willingly and that Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by and , the witnesses, this day of ,1998. Notary Public My Commission Expires: State of Admission of Attorney; Page 5 of 5 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) NAME OF DECEDENT: Date of Death: Will No. 2003-00873 To the Register: Ted A. Fisher September 10, 2003 Estate No. 21-03-0873 I hereby certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans Court Rules was served or mailed to the following beneficiaries of the above-captioned Estate on November 12, 2003. Linda J. Lechthaler Daughter Bradley A. Fisher Son Mollie R. Randolph Wife Office of the Attorney General c/o John Downing, Esquire 16 San Juan Drive Mechanicsburg, PA 17055 130 West Portland Street Mechanicsburg, PA 17055 303 West Main Street Mechanicsburg, PA 17055 7th Floor Strawberry Square Harrisburg, PA 17120 East Stroudsburg Alumni Association c/o East Stroudsburg University 200 Prospect Street East Stroudsburg, PA 18301-2999 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE Date: November 19, 2003 Andrew C. Sheely, Esquire PA ID NO 62469 P.O. Box 95 127 S. Market Street Mechanicsburg, PA 17055 717-697-7050 Counsel for Personal Representative, Linda J. Lechthaler, Executrix Estate of Ted A. Fisher COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003958 LECHTHALER LINDA J 16 SAN JUAN DRIVE MECHANICSBURG, PA 17O55 ........ fold ESTATE INFORMATION: SSN.. 179-30-4802 FILE NUMBER: 2103-0873 DECEDENT NAME: FISHER TED A DATE OF PAYMENT: 05/20/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/10/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,117.15 REMARKS: L J LECHTHALER TOTAL AMOUNT PAID: $3,117.15 SEAL CHECK//1014 INITIALS: VZ RECEIVED BY.' GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAu OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA ~ 7~ 28-060~ RECEIVED FROM: LECHTHALER LINDA j 16 SAN JUAN DRIVE MECHANICSBURG, PA 17055 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96I CD 003958 fold ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 2103-0873 FISHER TED A 05/20/2004 00/00/0000 CUMBERLAND 09/10/2003 REMARKS: L J LECHTHALER ACN ASSESSMENT CONTROL NUMBER 1 79-30-4802 AMOUNT TOTAL AMOUNT PAID: 101 I $3,117.15 I I I I I I $3,117.15 SEAL CHECK# 1014 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 0O3958 LECHTHALER LINDA J 16 SAN JUAN DRIVE MECHANICSBURG, PA 17O55 ........ fold ESTATE INFORMATION: SSN: 179-30-4802 FILE NUMBER: 2103-0873 DECEDENT NAME: FISHER TED A DATE OF PAYMENT: 05/20/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/10/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,117.15 TOTAL AMOUNT PAID: $3,117.15 REMARKS: LJ LECHTHALER SEAL CHECK# 1014 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1500 PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 28060 INHERITANCE TAX RETURN "A RESIDENT DECEDENT FILE NUMBER 21 _ 03 0873 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Z Fisher, Ted A. ~ DATE OF DEATH (MM-DD-YEAR) / DATE OF BIRTH (MM-DD-YEAR) LU 09/10/03 11/25/38 LIJ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [~1. Original Return L--'~4. Limited Estate ~'J6. Decedent Died Testate (Attach copy of Will) E~9. Litigalion Proceeds Received ---]2. Supplemental Return r--~ 4a. Future Interest Compromise (date of death after 12-1242) E~7. Decedent Mainlined a Living Trust (^:ach copy of Tr~st) [~10. Spousal Poverty Credit (~a:e of death between 12-31-91 and 1-1-95) SOCIAL SECURITY NUMBER r 179--30--4802 -FTHIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER J~3. Remainder Return (date of death pdor to 12-13-82) L-'-'~ 5. Federal Estate Tax Relurn Required 8. Total Number of Safe Deposit Boxes ---]11. Election to tax under Sec. 9113(A)(A~,a¢-Sch O) z "' NAME z Andrew C. Sheely, Esquire o o. FIRM NAME fit Applicable) ~ , "' Andrew C. Sheely, Attorney at Law o~ TELEPHONE NUMBER O (717) 697-7050 COMPLETE MAILING ADDRESS Andrew C. Sheely, Esquire 127 South Market Street P.O. Box 95 Mechanicsburg, PA 17055 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Prophetorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal,Property (5) (Schedule E) 6. Jointly Owned Properly (Schedule F) (6) E~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total 6ross Assets (total Lines 1-7) 9. Funeral Expenses &Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject lo Tax (Line 12 minus Line 13) 84,354.26 (8) 7,896.15 580.40 (11) (12) (13) (14) 84,354.26 8,476.55 75,877.71 61607.77 69,269.94 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax ~,. rate, or ffansfers under Sec. 9116 (a)(1.2) x .0 __ (15) ~ 16. Amount of Line14 taxable at lineal rate 69,269.94_ x .0 4~5 (16) Amount of Line 14 taxable at sibling rate x .12 17. (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) ,, 19. Tax Due (19) 20. J~ ~m'~"m'~l (il ~ :' I~! · ,'q e'F ~ ~' ,~ 3,117.15 3,117.15 Decedent's Complete Address: ICITYMechanicshurg 303 West Main Street STATEpA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Biscount 3. Interest/Penaltyif applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) Total InterestLPenalty ( D + E ) (3) (1) 3,117.15 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 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 totai of Line 5 + SA. This is the BALANCE DUE. (4) (5) (SA) {5B) Make Check Payable to: REGISTER OF WILLS, AGENT 3,117.15 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; .......................................................................................... [] [] b. retain the right to designate who shath,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 IT AS PART OF THE RETURN. Under penal~es of perjury, I declare that I have examined this retum, induding accompanying schedules and statements, and to the best of my kno'Medge and belief, it is true, correct and complete. Declara~on of preparer other than the personal representalJve is based on all infom~ation of which preparer has any knowledge. SlGNATUI~E OF PERSON RESPOIASIBLE FOR FILING RETURN DATE Linda J Lechthaler 16 San J?c~Mechanicsburg, PA 17055 Andrew C. Sheely, Esquire, 127 South Market ,St., P.O. Box 95, Mechanicsburg, Pa 17055 For dates of death on or after July 1, 1994 and before January 1, lg95, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% F2 P.S. §9~6 fa)(1:/ For dates of death on or after Janua~ 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [?2 P.S. ~9~6 (a) (~ .1) (ii)]. The statu~e does not exempt a t~ansfer to a su~ivin~ spouse ~om tax, and the statuto~ requirements for disclosure of asse~s a~d illin9 a tax return are still appli~bie even if ~e su~ivin~ spouse is lhe only beneficial. For dates of death on or after July ~, 2000: The ~x ra~e imposed on the net value of transfers from a deceased child twenty-one yearn of age or youn~er at death to or for the use of a natural parent, an adoptive parent, or a s~epparent of the child is 0% [72 PS. ~9~6(a)(~.2)~. The tax rate imposed on the net va~ue of tmnsfe~ to or for the use of the decedent's iinea~ beneficiaries is 4.5%, except as noted in 72 P.S. ~9~6(~ 2) [72 P.S. The ~ax tale imposed on the :et value of lransfers to or fo~ th~ use of th~ dece~nt's siblings is ~2% [72 P.S. ~9~6(a)(~.3)]. A siblin~ is defined, under Section 9~2, as an individua~ who ~as at least one parent in ~mmon with the decedent, whether by bt~d or adoption. REV-1508 EX+ (6-98) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~ED ~. FlSfI~.R SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY 21-03-0873 FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointly-owned with right of survivorship must be disclosed on Schedule F, ITEM NUMBER DESCRIPTION Member's First Federal Credit Union Savings Account #84702-00 Principal Balance at date of death Accrued Interest Date Of Death Balance $ 5,616.71 $ 1.38 Member's First Federal Credit Union Checking Account #84702-11 Principal Balance at date of death Accrued Interest Date Of Death Balance $ 973.37 $ 0.00 Appraisal of 2000 Buick LeSabre Sedan TD Waterhouse Account #438-02204-10 (See attached statement) Autograph/signed New York baseball Decedent's 2003 Income Tax Refund TOTAL (Also enter on line 5, Recapitulation) $ VALUE AT DATE OF DEATH $ 5,618.09 $ 973.37 $ 9,300.00 $67,025.80 500.00 937.00 84,354.26 (If more space is needed, insed additional sheets of the same size) Accou~ Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death TOtal Principal and Accrued interest Name of Joint Owner ~G AC~O~,N-.-: Accoun~ tflx Date Account Establi'shed Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Account Number Date Account Established Balance at Data of Death Name of Joint Cardholder 84702 -00 11/12/I 987 $5,816.71 $1.38 $5,618.09 None 84702 -11 11/12/1987 $973.37 $.oo $973.37 None 428750000847026 07/1996 $318.10 None M~ERS I~F.~EDE~L CREDIT UNION nise A. 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ITIO~ 05/i1~2804 i6:39 7176970220 APPRAISAL SDLUTIONS PAGE DATE OP DEATH A(~,OUNT VALUATION Account number:. 4~8-02204~10 TED A FISHIFA 30~ W MAIN ST MECHANIC~BURG PA 1705f3-3240 DaM of Death: September 10, 2003 Price a8 of ~e clcee of bualne~= on 09/!0/2002 Qu~tay , H72.78 Beaur~j Neme 8Wnbol TD WATERHOUSE BANK MONEY MARKET ACCOUNT N/A 1000 2000 ~0 580 ~0 380 224 870CK8 AGERE A~YSTEM8 INC CL A AGRA AGERE SYSTEM8 INC CL B AGRB AOL TIME WARNER INC AOL GENERAL ELECTRIC CO GE GLOBAL CROSSING LTD GBLXQ HEWLETT PACKARD CO HPQ L~I LOGIC CORP LUCENT TECHNOLOGIES [NC LU MARATHON OIL CORP MRO SBC COMMUNICATION8 INC SBC 8CtENT INC 8CNTQ 800 MUTUAL PIJNJ:~ LIBERTY ALL-STAR EQUITY FU ND 8BI USA I'D Waterhouse Iflvel~or Bervtees, Ino One Harbomi~le Ftnan=ial Center Plaza Four A Jemey City, NJ 07311 T: 800 g34 4448 tdwaterhouae,oom Date of Death $1.00 V,,lum $5,672.7EI $3.23 $3,2.30.00 $$.08 $6,180.00 $1Q.00 $3,200.00 831.03 $9,301i.00 $o.o'~ ses.eo $20.06 $t 0,030.00 $11.01 $~,.o. $?,004.0o $28,84 $0,S~2.80 $~.30 $4,~60.80 $0,001 ~ $8.60 $6,880.00 $8,880.00 REV-1511 EX+ (12-99)~ COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ,TED A. FISHER SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-03-0873 2. 3. 4. Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 5. 6. 7. MYERS FUNERAL HOME MECHANICSBURG CEMETARY ASSOCIATION-GRAVE OPENING MECHANICSBURG CEMETARY ASSOCIATION-LOT GINGRICH MEMORIALS ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address I ~ ~nM .TIT~.I~ I"li~T~1~ City State Zip MECHANICSBURG PA Year(s) Commission Paid: 17055 Attorney Fees ANDREW C. SHEELY, ESQUIRE, PER AGREEMENT Family Exemption: (If decedenrs address is not the same as claimant's, attach explanation) Claimant Street Address City State __ Zip Relationship of Claimant to Decedent Probate Fees Accountant'sFees CUMBERLAND COUNTY REGISTER OF WILLS A1 WHITCOMB, CPA-DECEDENT'S PERSONAL/FEDERAL Tax Return Preparer's Fees INCOME TAX RETURN POSTAGE CAR MISC. COSTS/TITLE 2000 BUICK LESABRE SEDAN VIN #lG4HR54K7YU15&304 FILING FEES FOR INHERITANCE TAX RETURNS Reserves to conclude administration of Estate, Accounting Fees, taxes, preparation/mailing TOTAL (Also enter on line 9, Recapitulation) $3,595.00 325.00 535.00 1,327.00 1,100.00 237.00 235.00 $ 4.65 22.50 15.00 $ 500.00 $ 7,896_15 (Ifmorespaceisneeded, insedadditionalsheetsofthesamesize) (717) 766-3421 Myers Funeral Home,/nc. Boyd L. Myers fir., Supervisor 3 7 East Ma/n Street Mechanicsburg, Pennsylvania 17055 A standard of excelIence itl Central Pennsylvania since 1910 Fax (717) 795-7291 Monday, September 22, 2003 Mrs. Mottie R. Randolph 303 West Main Street MechanJcsb~rg, Pa. 17055 Dear Mrs. Randolph, Thank you for selecting our funeral home to provide sen/ices for your family during your bereavement. I hope [ha[ you found our services to be of the highest standards and that they met your needs and those of your family and friends. The following is a summary of the service charges as previously explained and provided in written form an the services for: _SUMMARY OF EXPENSEE~?. TOTAL. OF SERVICE RENDERED $4,9'10,00 LESS: Credits granted LESS: Total Payments 1,315,00 CURRENT BALANCE 0,00 Credits Granted: $1,315.0 Package Price Discount $3,$95.00 Interest at the rate of 1.5 % per month ( 1§ % per annum) will be added to balance after 30 days, If there are any questions or concerns that remain unanswered, please call me. Sincerely, Boyd L. Myers, Jr. Supervisor WHITCOMB TAX & FINANC 43 WEST IAL SERVICE MAIN STRE M ET alwhit@ choiceonemaiJ.com 2003 TAX YEAR *** STATEMENT *** MARCH 24, 2004 LINDA LECHTHALER 16 SAN JUAN DR MECHANICSBURG PA 17055 Your return was prepared by ALFRED L WHITCOMB EA. FORM NAME Form 1040 -US Individual Income Tax Return Schedule D -Capital Gains & Losses Form 6251 -Alternative in,mum Tax Form 1310 -Deceased Taxpayer Refund Claim Form 8879 -PIN Authorization Worksheet Form 9325 -General Information for Electronic Filing Form 1099-R -Pension Distributions 1099 Listing -Listin~ of all 1099s Wksht Sch D Loss-Schedule D Wksht SSB - Capital Loss Carryover Wrksheet Folder PA 40 PA D PA SP PA 8879 Schedule B -Social Security Benefits Worksheet -Cover Sheet -PA Individual Tax Return -Gain/Loss from the Sale of Prop -Tax Forgiveness -PA PIN Signature Form -Interest & Dividend Income (717) 697-1304 CHARGE TOT~ ~ 235.00 St,eet .... ~o_~ ~,' ~,,/ ._,~':,.. C,ty ......................... ~r--. /'~,,,~ .,,~,~.--..~ ~or C. me,.,y ~o, No4'~..,4,.,...Z.s.c,,o" ..... Z.~ ........ ~,.,,e, I agree fo pay the sum of $ ---~"..~.-'~'~'~'~'~'~'~'~'~' -- hereinafter: ........................................ in the manner specified Cgsh in ~n '~"."s $ ............................ The said Cemetery Lot with title thereto and right of possession thereof, shall remain the property of' the Mechanicsburg Cemetery until paid for in full. In default of any payment hereunder, I license the Mechanicsburg Cemetery to repossess without guilt or other wrong, and authorize and em- power the Mechanlcsburg Cemetery in my name and on my behalf, to repossess same, without being answerable to me for it or for any proceeds therefrom. Signed.. (Purchaser} ACCEPTEDz Date ........ ~~.........?..~..~...~ ............. .~' echanicsburg Cemetery Assn. ORDER FORM Supplier_ Date Re~d:._ .5,.?.,43 Sfmpson Ferry. Road,'.Me~henl~u.rg -- ,:. ; PA 17055 *. (717) 7~-5622 FOund, or~emO Complete SOLD TO: ' ~ ' ' , .~ . , , . ~ " ."" · ~ ~e~eter ~t. ,-t ".- . . ~ .Lo~tJonY~ Phone (H).' ~: .~.(~ Ce~ter.Ove,r ~ - Orave~ - -~ ' ' " "'" ' ' ' Mat ' ,1_ ' ~ ~ ~ Base X~ ~~ . . . , , . _ _ ~ X FlnJs-h Misc. - .., - Design ~ - __ Location: ~ . -~ - - .- · -~ ~Vase . - ' t' ' . . · '- - ta~met~°amfuJlyPm°fteadeflna~a~dalesf°racoumo ~a~ - . I f~her agree to pay the bal~ce elates for that intereM ~a[ SO'rue at t~ r. te ..... ~ ~? P~'O~m~ ander.~ e 0 htr ' ~ $ . ~= ~uvam~ me m .... theft . .a , ~ . P~td bale~ 6we era~ee ~ ~[ /~ -- . . . . ......... by~em,,~ e~,~,~,~,~,~, .B~]~nCe Due ~ ~ Dealer · ' .' '* ' ' - . . Type off,ale .......... ,' '~',,,ur agree mat t~e a~e n~m.~, =~~ [~ame=lls~ff!~, and dates'am oo~ect~ ~ Date Entered · WHITE/O~lce YELLOwtPro~uoIlen ~tN~Cu~tomer GOLDENRoo~ranCh RECEIPT FOR PAYMENT Cumberland County - Re ister Hanover and Hiqh Stree~ Of Wills Carlisle, PA 17013 FISHER TED A Receipt Dgte 10/23/2003 Receipt T~me 15:49:18 Receipt No. 1034465 File Number Re]harks 2003-00873 LECHTHALER BRETT W SK Transaction Description PETITION FOR PROBA SHORT CERTIFICATE EXTRA PAGES JCP FEE Check# 1562 Total Received ......... ' l ° Distribution Of Receipt Payment Amount Payee Name 200.00 12.00 12.00 10.00 234.00 234 00 ~~_A~_~'D COUNTY GENERAL um~RLAND COUN CUMBERLAND ~^,~-~ GENERAL FUN B ~uuNT~ GENERAL FUN UREAU OF RECEIPTS & CNTR M.D 21/13/2003 Pal~ by: Pereorla] Check ~tII#: 1000301516396 Cle~k; 03 $4.65 $4.65 guarantee T'- - - 0 sarvtcee nan~ you tot your bus/ness. C~eto~er Co~y R£V-1512 EX+ (6-98) ESTATE OF TED A. FISHER Include unretmbursed medical expenses. ITEM NUI~BEE DESCRIPTION VALUE AT DATE PA Online - Final Birl VfSA credit card - #428750000847026 15,56 564.84 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert addi~onal sheets of the same size} 580.40 PENNSYLVANIA ONLINE CUSTOMER ID tealfl Ted Fisher 303 West Main Street M~chanicsburg, PA 17055 ACCOUNT STATUS Previous Balance $9.95 Payments $9.95 CR Adjustments $0.00 CmT. ent Charges $15.56 TOTAL AMOUNT DUE $15.56 BILL NUMBER S 13537 BILL DATE Oet 1, 2003 DUE DATE Oct 18, 2003 VISIT WWW.PAONLINE.COM THROUGHOUT SEPTEMBER FOR EXCITING NEWS ON OUR WIF! (WIRELESS) SERVICE AND NEW DIALUP SERVICE AREAS! $15 returned cheek fee, Past due accounts are subject to late fees. 65%0000 ext 3. HEMBERS 1ST FEDERAL CU PO BOX 40 - VISA MECHANZCSBURG PA 17055-0040 V Z 0270¢6.01.01 4267 6900 0064 7026 PLEASE SUBMI'i' ADDRESS CHANGES ON THE DETACHABLE ENVELOPE FLAP ONLY, 09/16/O~ 1036. ~ 0 2~. 0 0 TED A FZSHER 303 ~ HAZN ST NECHA#ZCSBURG PA 17055-3240 h,,llL,,lil,,,,I,l,,l,l,,,ll,,,hl,l,,llh,,ll,,,,,ll,ll,,,I AMOUNT OF PAYMENT ENCLOSED 10/12/03 UAKE CHECK ~BLE TO: hhl-,ll,h.llh.h.l.,lllh.d.hl.hhd,h,h.lll VISA PO BOX 770¢~ MADISON WI 53707-10¢d 44 4287 S900 0084 7026 000021Q0 00103610 3 PLEASE RETURN TH~S PORTLON l*O ENSURE PROPER CREDIT 09/16/03 4287 5900 0084 7026 ~.~_6~2~40006'ssOBX422 S942i 8 --la 22 '-'1" - ;" - I0500 O ANAZON, CON ~StlPER~I'OR AMAZON, CON IfA 8~-4~-4431 VA TZDES ~' RESERVATIONS ~V~~ 804-438-~43z VA PA ~LZ~ LTD 727-6670000 PA BPD/US SA~OS ~TNENTS AND OT~ES N N N N ~ YOU TO REPORT A LOST OR STOLEN CARD PLEASE CALL 800-32A-3678 LST STL, AFTER ,RS TO OBTA~/ ACCOUNT ZNFOMIA'T/QN 24 HOURS A DAY CALL: # # READ THE ENCLOSED CRED.TT PROTECTION BROCHURE ;O FZND OUT HOW YOU CAN - HELP.-PF~OTE~I* .YOUR AGCOUNT DO NOT STAPLE CHECK SEND INQUIRIES TO: CUSTOHER SERVICE PO BOX 30495 TAMPA FL 3363l (717) 795 6032 26.9S 27.94 aSS. 63 23s.63 9.96 S00. O0 $18.10- 0.00 cAsH o.oo 'URCH o. o o ~~~ F.TNANCE CHARGE CALCULATION HETHOD~: C ~R~aE StDE FOR EXPLA Tiaa REDZT PURCHASES ~ g A~N anua~,~. ...... ~ n~/~ AOOOUNT THE P~RIODIC RATE ............. AND ANNUAL PERCENTAGE RATE (APR) MAy VARY. 0.00 0.00 318 10 0.0O 0.00 REV~15 3[X~+(1-97), ,~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER II. SCHEDULE J BENEFICIARIES TED A. FISHER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outdght spousal distributions) LINDA J. LECHTHALER 16 San Juan Drive Mechanicsburg, PA 17055 FILE NUMBER RELATIONSHIP TO DECEDENT DO Not List Trustee(s) DAUGHTER BRADLEY A. FISHER 130 West Portland Street, Unit 8 Mechanicsburg, PA 17055 SON 21-03-0873 AMOUNT OR SHARE OF ESTATE Motor Vehicle and 1/2 rest, residue & remainder of estate Baseball and 1/2 rest, residue & remainder of estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS EAST STROUDSBURG ALUMNI ASSOCIATION C/O EAST STROUDSBURG UNIVERSITY 200 PROSPECT STREET EAST STROUDSBURG, PA 18301-2999 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) 10% of Residual Estate (Specific bequest) $ $6,607.77 LAST WILL AND TESTAMENT OF TED A. FISHER I, TED A. FISHER, make this my Last Will and Testament, and I revoke any previous Will. FIRST: convenient. I direct my Executor to pay all my last illness and funeral expenses as soon as SECOND: I give and bequeath my automobile to my Daughter, LINDA J. LECHTHALER, and my collectible baseball signed by the New York Yankees, to my Son, BRADLEY A. FISHER. All of the rest, residue and remainder of my tangible personal property, I give to nay children, in as equal shares as practicable, as selected by my Executor. I give an amount equal to ten (10) per cent of the residue of my estate to EAST STROUDSBURG UNIVERSITY ALUMNI ASSOCIATION, for general purposes. THIRD: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, shall be paid and distributed as follows: absolutely to my children, per stirpes, but if neither survives me with issue, then: a). 75% to EAST STROUDSBURG UNIVERSITY ALUMNI ASSOCIATION, for general purposes. b). 25 % to EAST PENNSBORO HIGH SCHOOL, for school purposes. Page 1 of 5 FOURTH: I direct my Executor to pay all inheritance, estate, succession and legacy taxes, together with any and ail interest and/or penalties or other charges thereon, of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder, or otherwise passing by reason of my death, may be subject, from the principal of the residue of my estate. FIFTH: My Executor is hereby authorized and empowered, in addition to such powers granted executors by law, all exercisable without court order: (a) to sell securities or other property, real or personal or both; (b) to borrow money from such persons as it may desire, including the power to borrow from itself as an individual or as a fiduciary under any Trust Agreement for any purpose necessary or desirable in connection with the payment of taxes or other matters incidental to the settlement or administration of my Estate, or for investment purposes, on either a secured or unsecured basis, at such rate of interest as my Executor may deem acceptable and to sign notes and to pledge the assets of my Estate as security therefor; (c) to make non-prorata distributions in kind or partly in kind or partly in cash; (d) to retain all or any part of my property, real or personal, constituting my Estate for such time as my Executor deems best or to invest or reinvest the same without being restricted to "legal" investments; (e) to file income tax returns; (f) to compromise claims against or in favor of the Estate, with or without Court approval on such terms and conditions as Executor deems appropriate, in my Executor's sole discretion; (g) if the Estate includes any interest which I had in a business at the time of my death, whether the same is a sole proprietorship, a partnership, or a corporation in which I owned all or a substantial portion of the stock, to continue said business, until such time as my Executor deems advisable to sell, liquidate or distribute the same in kind. Executor shall have all rights and Page 2 of 5 powers in connection with said business as I had when living. SIXTH: I nominate, constitute and appoint LINDA J. LECHTHALER, or if she is unable or unwilling so to serve, then BRADLEY A. FISHER, or il'he is unable or unwilling so to serve, then MOLLIE R. RANDOLPH, as Executor under this my Last Will and Testament. No bond shall be required in this or any other jurisdiction of my Executor. SEVENTH: I hereby nominate, constitute and appoint LINDA J. LECHTHALER, or if she is unable or unwilling so to serve, then BRADLEY A. FISHER, or if he is unable or unwilling so to serve, then MOLLIE R. RANDOLPH as Guardian of the estate of any minor or other beneficiary physically or mentally unable to manage his or her affairs and to serve without bond in this or any other jurisdiction. If any beneficiary of my estate is under the age of eighteen (18) years at the time at which distribution of any property devised and bequeathed by this Will would otherwise be made to such beneficiary, or is unable to manage his or her own affairs, my Executor shall distribute all such property to the guardian of the estate of such beneficiary. The guardian shall hold, manage, invest and reinvest any property received by the guardian (whether under this Will or otherwise), shall collect the income thereof, and shall apply so much of the net income and, if the net income is insufficient, so much of the principal of the property held for such beneficiary as the guardian shall deem necessary or advisable for such beneficiary's health, maintenance, support and complete education. The guardian shall accumulate any surplus net income annually and add the same to the principal of the property held for such beneficiary. When such beneficiary attains the age of eighteen (18) years, or becomes able to manage Page 3 of 5 his or her affairs, the guardian shall distribute to such beneficiary all property held by the guardian for such beneficiary. If such beneficiary dies before attaining the age of eighteen (18) years, or becoming able to manage hi~ or her affairs, the guardian shall distribute to the personal representative of such beneficiary's estate aH property held by thc guardian for such beneficiary. EIGHTH: The compensation payable to my Executor shall be reasonable compensation. NINTH: The words "child, children, or issue", as used in this Will, shall include adopted persons and persons born or adopted aider the date of this Will, respectively unless expressly stated to the contrary. TENTH: I hereby authorize my Executor in addition to all powers granted by law, to make such election in connection with settlements under employee benefit plans in which I have an interest as my Executor deems most advantageous under aH the circumstances. IN WITNESS WHEREOF, I, TED A. FISHER, the Testator, to this my Last Will and Testament, printed on five (5) sheets of paper have set my hand and seal this ! ] day of 1)~6~rb ., 1998. TED A. FISHER (SEAL) Signed, sealed, published and declared by Testator, the said Testator, as and for his Last Will and Testament, in our presence, at his request and in the presence of each other have hereunto set our residing at Page 4 of 5 COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF DAUPHIN: I, TED A. FISHER, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by TED A. FISHER, the Testator, this day of ,1998. TED A. FISHER Notary Public My Commission Expires: COMMONWEALTH OF PENNSYLVANIA: COUNTY OF DAUPHIN: SS: We, and ., the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will and Testament; that Testator signed willingly and that Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by and the witnesses, this day of ,1998. ' Notary Public My Commission Expires: State of Admission of Attorney; Page $ of 5 BUREAU OF ZNDZVZDUAL TAXES TNHERTTANCE TAX D/VZS/DN DEPT. 280601 HARRISBURG, PA 17118-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-lSd? EX AFP COl-nS) ANDREN C SHEE[~ E~ 127 $ NARKET ST PO BOX 95 HECHANICSBURG PA 17055 DATE 07-05-2004 ESTATE OF FISHER DATE OF DEATH 09-10-Z005 FILE NUHBER 11 05-0875 COUNTY CUHBERLAND ACN 101 Aeoun*~ Reai~*ed TED A HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF NILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF FISHER TED AFZLE NO. 21 05-0873 ACN 101 DATE 07-05-Z004 TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~a (Schedule A) (1) 2. S*ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~narsh/p Tn~aras~ (Schedule C) ($) ~. Hor~:gagas/No~as Receivable (Schedule D) (~) S. Cash/Bank DeposL~cs/Hisc. Personal Proper~y (Schedule E) 6. Jointly Owned Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assa~s APPROVED DEDUCTZONS AND EXEHPTZONS: 9. Funeral Expanses/Ada. Cos~s/Hisc. Expanses (Schedule H) (9) 10. Dab~s/Nor~gaga Liabili~ias/Lians (Schedule 1) (10) 11. To,al Daduc~/ons 12. Ne~ Value of Tax Re~urn .00 .00 NOTE: To insure proper .00 cradi~ ~o your account, .00 subei~ ~ha upper portion .0§ of ~his fora wi~h your ~ax payment. .O0 (8) 7,896.15 13. 1~. NOTE: 580.40 (11) B.~76.S~ (la) 75,877.71 6,607.77 69,269.94 ANOUNT PAID $,117.15 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER DATE /NDZCATED, SEE REVERSE FOR CALCULATION OF ADDZT/ONAL /NTEREST. (15) .00 x O0 = .00 (16) 69,269.94 x 045 = 5,117.15 (17) . O0 x 12 = . O0 (18) .00 x 15 = .00 (19)-- $,117.15 3,117.15.00.00.00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. [F TOTAL DUE TS REFLECTED AS A 'CREDTT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF THTS FORH FOR INSTRUCTIONS. ASSESSNENT OF TAX: 16. Amoun~ of LLna 1~ a~ Spousal ra~a 16. Aaoun~ of Line lq ~axabla a~ Lineal/Class A ra~a 17. Aeoun~ of Line lq a~ S~bl[ng ra~a 18. A.oun~ of Line lq ~axabZa a~ Collateral/Class B ra~a 19. Princi)al Tax Due TAX CREDZTS PAYNENT RECEZPT DZSCOUNT (+} DATE NUNBER INTEREST/PEN PAID (-) 05-Z0-Z004 CD005958 .00 Char/~abla/Govarnean~al Bequests; Non-elected 9115 Trusts (Schedule J) (15) Na~ Value of Es~:a~:a Subject: ~:o Tax (lq) Zf an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, reflect figures that lnclude the total of ALL returns assessed to date. 18 and 19 will RESERVATION: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (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. PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATZVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Zl~O of the Inheritance and Estate Tax Act, Act 23 of 2000. (7i P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF gILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return) may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of gills, any of tho Z5 Revenue District Offices, or by calling the special Z~-hour answering service for forms ordering: 1-800-56Z-Z050~ services for taxpayers with special hearing and / or speaking needs: I-&OO-~7-5OZO (TT only). 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. 281021, Harrisburg) PA XT1Z8-XOZ1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue) Bureau of Individual Taxes) ATTN: Post Assessment Review Unit, Dept. Z80601) Harrisburg) PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-iSOI) for an explanation of administratively correctable errors. If any tax due is paid within three (2) calendar months after the dacedant's death) a five percent (SI) discount of the tax paid is allowed. The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996) the first day after the end of tho tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (SI) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rata announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO4 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20X .000548 ~)'~8-1991 11Z .000501 ~ 9X .O00Z~7 1982 16Z .000~58 199Z 9Z .O00Z~7 200Z 6Z .00016~ 19B~ llZ .000501 1995-199~ 7Z .00019Z 2002 5~ .0D0157 1985 12Z .000556 1995-199B 9~ .O00Z~7 ZO0~ 4~ .000110 1986 10~ .O00ZT~ 1999 7Z .00019Z 1987 10~ .O00Z7~ ZOO0 7~ .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent wilt 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. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 8/15/2005 SHEELY ANDREW C ESQ PO BOX 95 MECHANICSBURG, PA 17055 RE: Estate of FISHER TED A File Number: 2003-00873 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/10/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, .~~~~ REGISTER OF WILLS C../ cc: File Personal Representative(s) Judge uf Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Ted A. Fisher Date of Death: September 10, 2003 Estate No.: 21-03-0873 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes JK1 No 0 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 0 No 00 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 00 No 0 0"" u~J c. Copies of receipts, releases, joinders and approval offonnal or informal accounts may be filed with the Clerk of the Orphans' C d may be ~attaChed to this report. Date: ~ Signature Andrew C. Sheely, Esquire Name P.O. Box 95 127 South Market Street Mechanicsburg, PA 17055 Address 717-697-7050 .. - Telephone No. Capacity: 0 Personal Representative JXl Counsel for personal representative V (;0'\ ----