HomeMy WebLinkAbout02-0815
PETITION FOR PROBATE and GRANT OF LETTE~
Estate of JUSTINE L. FEDOW No. J ,- 0.2. - 1i'1.
also known as To;
Register of Wills for the
, Deceased. County of CUMBERLAND in the
Social Security No. 107.22.5508 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executrix named
in the last will of the above decedent, dated NOVEMBER 13. 1995
and codicil(s) dated NONE
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with
h er last family or principal residence at 5 East Marble Street. Mechanlcsbu..... PA 17055
. M rC Iv II A/,CI (JC/~C; BtJ /c 0
(list street, number and municipality)
Decedent, then 75 years of age, died 9/2/02
at Holy Spirit HOsDlta'. East Pennsboro Township, Cumberland County. PA
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 ajudicated
incompetent: NONE
Decedent 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;
& s: Ih? Z?
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$
$
$
$
(J
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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Karen R. Catts, 12 Cromwell Court
Mechanicsbur.. PA 17050
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYL VANIA } ss
COUNTY OF CUM!lERLAND
The petitioner(s) above-named i>wear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and beliefofpetitioner(s) and~at personal represen-
tative(s) of the above decedent petitioner(s) will well and trul minist th ate,ccording to law.
Sworn to or affinned and SUb. scribed {. 'L....-' .' '"
~.
before me this ] ] r h day of ~
SEPTEMBER 2002 I(A~eOJ (2. C4(T S "
OiPPlI2. off) 4.J11A1D'P1 'f>" (ill, ll/;;,1i,"'J fId".u ~
,- Register .-'-,
r?- &7- 6
'-
No.
21-02-0815
Estate of JUSTINE L. FEDOW
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW SEPTEMBER 11. 2002 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that the instrument(s) dated 11/13/95
described therein be admitted to probate and filed of record as the last will of JUSTINE L. FEDOW
and Letters Testamentarv
are hereby granted to
Karen R. Catis, 12 Cromwell Court, Mechanlc.burg, PA 17050
CI::tYVr~\ .~'~I'" f..61 .lJ/L:[h^1~f
Re ster of Wills U
FEES
Probate, Letters, Etc.. . . . . . . . $ 115. 00
Short Certificates ( 2 J . . . . . . $ h.OO
~.EX)::PI pg~ .2... $ 6.00
JCP $ 5.00
TOTAL _ $ 132.00
Filed. .~U:L)'. n.. ~QO.2. . . . . . . . . . . .
Murre. R. Walters; III, Esquire
24849
ATTORNEY (Sup. Cl. LD. No.)
54 East Main Street
Mechanicsbura
PA 17055
ADDRESS
(717) 697-4650
PHONE
CALLED ATTORNEY SEPTEMBER 11, 2002
I"".'
21-02-0815
LAST WILL AND TESTAMENT
BE IT REMEMBERED THAT
I, JUSTINE L. FEDOW, a resident of Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TESTAMENT, hereby revoking any and all wills and Codicils
previously made by me.
I
I declare that I am not married, and that I have three (3)
children, KAREN R. CATTS, MARK E. FEDOW and BRUCE D. FEDOW.
II
I direct that all my just debts and funeral expenses shall be
paid from my residuary estate as soon as practicable after my
decease.
III
I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed,
shall be paid from my residuary estate as a part of the expense of
the administration of my estate.
IV
I give, devise and bequeath all my property, whether real or
personal, wherever situate, including any property over which I may
have a power of appointment to my children, KAREN, MARK and BRUCE,
in equal shares, per capita.
V
I nominate, constitute and appoint my daughter, KAREN, as
Executrix of this LAST WILL, to serve without bond. If KAREN is
unable or unwilling to act in that capacity, then I nominate,
constitute and appoint my son, MARK, as Executor of this LAST WILL,
to serve without bond.
IN WITNESS WHEREOF, I, JUSTINE L. FEDOW, have set my hand to
this LAST WILL this (.3 ~ day of /1/0 U~ m 6<.r
, 1995.
!kk/~
tpSTINE L. FEDOW
Signed, sealed, published and declared by the above-named
JUSTINE L. FEDOW, as and for her Last will and Testament, in the
presence of us, who, at her request and in her presence, and/in the
presence of each other, have hereunto subscribed our nallles as
witnesses. '
~~~
2
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, JUSTINE L. FEDOW, Testatrix, 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 as my free and
voluntary act for the purposes therein expressed.
p1f:?w-
Sworn or affirmed to and acknowledged }?efore me by JUSTINE L.
FEDOW, Testatrix, this /3'J.-1..- day of /1/" tJ-uYJ6-er , 1995.
iJ~~)tl ~}~
Notary Public
, Notarlal Seal
Diane M. Smith. Notary Public
Mil""""icsburg 80m. Cumbenand County
"'1IThSsIon Expires June 22. 1996
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
We, fYlarfd .R.lAJaihrs. i7T and R. fYlcul::.. >/1C))'J{V ,
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 Testatrix sign and execute the
instrument as her LAST WILL; that JUSTINE L. FEDOW signed willingly
and that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and
sight of the Testatrix signed the will as witnesses; and that ,~o
the best of our knowledge, the Testatrix was at the time 18 y~rs
of age or more, of sound mind and under 110 constraint or ,ndue
inf1u.ne._ ~~~~~
K/:?~~
.
Sworn or affirmed to and acknowledged before me
this /3 ~ay of ;Voue.l1/kr , 1995.
[Jta~M ~L
Notary Public
~ ~Seal -
~~ll;".(NotaryPUblic
"W mliiiiN;ii ....,c~...urnberlaJu I'd County
...,.... 11e22.1996
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Justine L. Fedow
Date of Death: September 2, 2002
WiliNo.
2002-00815
Admin. No. 21-02-0815
To the Register:
I cenify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the
Otphans' Coun Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on September 23, 2002.
Name
Address
Karen R. Catts
Bruce Fedow
Mark Fedow
12 Cromwell Coun, Mechanicsburg, P A 17050
5909 ? Avenue, Brooklyn, NY 11220
17 Cider Mill Circle, Flemington, NJ 08822 /
None
Notice has now been given to all persons entitled thereto
Date: 9/23/02
Murre! R. Walters, III, Esquire
54 East Main Street
Mechanicsburg, PA 17055
(717) 697-4650
Capacity: _ Personal Representative
_X_Counsel for personal representative
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL T A.XES
DEPT. 280601
HARRISBURG, PA 17128.0601
:CEIVED FROM:
WALTERS MURREl R III ESQUIRE
54 E MAIN STREET
MECHANICSBURG, PA 17055
-----Iold
ESTATE INFORMATION: SSN: 107-22-5508
FILE NUMBER: 2102-0815
DECEDENT NAME: FEDOW JUSTINE l
DATE OF PAYMENT: OS/28/2003
POSTMARK DATE: 00/00/0000
COUNTY; CUMBERLAND
DATE OF DEATH: 09/02/2002
REV-1162 EX( f 1-96)
NO. CD 002616
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,709.61
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TOTAL AMOUNT PAID:
$2,709.61
~EMARKS: KAREN R CA TTS
C/O MURREL R WALTERS III ESQ.
CHECK# 1022
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WilLS
REV..1500E:t..g-llOj
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128.0601
~~l-S-
o REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
FEDOW JUSTINE L.
DATE OF DEATH (MM-DD-Year)
OFFICIAL USE ONLY
FILE NUMBER
21 -D 2 081 5
cooNhGOOr ~Ar- - - NUMBER--
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-OD-Yearj
09/0212002 08/21/1927
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[g] 1. Original Return
o 4. Limited Estate
[R] 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
107-22-5508
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 2. Supplemental Return
o 4a. Future Interest Compromise (da\eclde~h altel12-12-B2)
o 7. Decedent Maintained a Living Trust (AtlachcopyofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95}
o 3. Remainder Return (dale of dea1l1 prior to 12-13-82)
o 5. Federal Estate Tax Return Required
.!.. 8. Total Number of Safe Deposit Boxes
o 11. EJection to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
MURREL R. WALTERS III ESQ
FIRM NAME (If Applicable)
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TELEPHONE NUMBER
717/697-4650
54 EAST MAIN STREET
MECHNICSBURG
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
nee
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11 ,i\;i:22
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68,830.87
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14,552.76
5,526.78
(11)
(12)
(13)
(14)
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PA 17055
OFFICIAl3l'E ONLY
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(T;) (,I
;'C'
1. Real Estate (Schedule A)
2. Slocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage LiabjJjties, & Liens (Schedule I)
11. Total lnduc.tions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
14. Net Value Subject to Ta)( (Line 12 mimlsline 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a}(1 .2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
X _(15)
60,213.55 X .045 (16)
X .12 (17)
X .15 (18)
(19)
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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80,293.09
20,079.54
60,213.55
60,213.55
2,709.61
2,709.61
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
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ece ent's omplete dress:
STREET ADDRESS
5 EAST MARBLE STREET
CITY I STATE I ZIP
MECHANICSBURG PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
2,709.61
Totai Credits (A + B + C) (2)
3. InteresVPenalty if applicable
D. Interest
E. Penalty
T otai InteresVPenalty ( D + E ) (3)
4. If Line 21s greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT,
Check box on Paget 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)
A. Enter the interest on the tax due. (5A)
B. Enter the total 01 Line 5 + 5A. Th',s is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
2,709.61
2,709.61
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"'N THE APPROPRIATE BLOCKS
1. Did decedent make a transler and: Ves No
a. retain the use or income of the property transferred; ........................................................................... 0 [Jg
b. retain the right to designate who shall use the property transferred or its income; . ........................... 0 [Jg
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ........................... ........................... 0 [Jg
2. If death occurred after December 12, 1982, did decedent transfer property within one year 01 death
without receiving adequate consideration?............................................................................................... 0 [Jg
3. Did decedent own an 'in trust for" or payabie upon death bank account or security at his or her death? ................. 0 [Jg
4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which
contains a beneficiary designation? ........... ...., ........................ .................................. ............................. 0 [g]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADDRESS
ADDRESS
R R. WALTERS III ESQ
54 EAST MAIN STREET, MECHANICSBURG
PA 1705S
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 3%
[72 P.S. ~9116 (al (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 o!the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty.,me 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 0% [72 P.S. 99116(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 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value ottransfers to or for the USe of the decedents siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
''''00'''''''971.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
I
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FEDOW. JUSTINE L.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21 02
0815
DESCRIPTION
ITEM
NUMBER
1.
US SAVINGS BONDS
129 MISCELLANEOUS
REDEMPTION VALUE
VALUE AT DATE
OF DEATH
11,462.22
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheels of the same size)
11 462.22
R"'~'E"'P"'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FEDOW JUSTINE L.
FILE NUMBER
21 02
0815
Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
60,184.89
3
PNC BANK
CERTIFICATE OF DEPOSIT
# 31100230418
PNC BANK
CHECKING
# 5080015167
PNC BANK
SAVINGS
# 5080016645
6,236.98
2
2,409.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert addltionai sheets of the same Size)
68 830.87
RE'''''';'''9''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEr
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
FEDOW. JUSTINE L
FILE NUMBER
21 02
0815
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1. CITIBANK MASTERCARD
2 MEDICAL BILLS
WEST SHORE AMBULANCE
3 RESIDENTIAL RENT
KENNETH SCHENK .JR.
4 THE STORAGE DEPOT
PROPERTY STORAGE
5
WEST SHORE FAMILY PRACTICE
MEDICAL
6 YOUNGS MEDICAL EQUIPMENT
MEDICAL
7 SEIGELBAUM GASTROENTEROLOGY
MEDICAL
8 HARRISBURG GASTROENTEROLOGY
MEDICAL
9 MOFFITT GROUP
MEDICAL
10 ASSOCIATED CARDIOLOGISTS
MEDICAL
11 QUANTUM IMAGING
MEDICAL
12 WILLIAM SULLIVAN MD
MEDICAL
13 HOLY SPIRIT HOSPITAL
MEDICAL
14 CONNER.RICH ASSOC
MEDICAL
15 WEST SHORE EMS
MEDICAL
812.88
1,021.95
1,070.00
260.04
15.09
25.56
57.59
149.36
61.13
3.48
868.54
7.50
56.04
194.41
469.12
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5 526.78
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
FEDOW, JUSTINE L.
21
02
0815
PaQe 1
Schedule I . Debts of Decedent, Mortgage Liabilities, & Liens
ITEM
NUMBER DESCRIPTION AMOUNT
16 VERIZON 40.72
TELEPHONE
17 PPL 84.57
ELECTRIC
18 LERNER RETAIL 328.80
CREDIT CARD
SUBTOTAL SCHEDULE I 454.09
GRAND TOTAL SCHEDULE r $ 5,526.78
"""""~I"",I.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENl
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FEDOW. JUSTINE L
FILE NUMBER
21
02
0815
Debts 01 decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MYERS FUNERAL HOME MECHANICSBURG. PA 6,190.00
2 FLOWERS ROYERS FLORISTS 582.76
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) KAREN R. CATTS 4,000.00
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 12 CROMWELL COURT
City MECHANICSBURG State PA Zip 17050
Year(s) Commission Paid: 2003
2. Attorney Fees MURREL R. WALTERS III ESQ 3,600.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees REGISTER OF WILLS CUMBERLAND COUNTY 180.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9. Recapitulation) $ 14552.76
(If more space is neenen. insert addalonal sheets of the same size)
. ~EV_151'EX'(.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
./I/!':TINF I ?1 n? 0815
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include out6ght spousal distributions, and transfers under
Sec. 9116(a)(1.2)J
1. KAREN R. CATTS DAUGHTER 1/3
12 CROMWELL COURT
MECHANICSBURG, PA 17055
2 MARK FEDOW SON 1/3
17 CIDER MILL CIRCLE
FLEMINGTON,NJ 08822
3 BRUCE FEDOW SON 1/3
5909 7TH AVENUE
BROOKLYN, NY 11220
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
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)
/"}-.f? '/?- S-
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INNERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Re,--':'-:','~'~
fDATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
P 4 : ll!PUNTY
ACN
'03 ,IUL - 7
MURREL R WALTERS
54 E MAIN ST
MECHANICSBURG
III ESQ
PA 1705~-
l.t'':':,
07-07-2003
FEDOW
09-02-2002
21 02-0815
CUMBERLAND
101
AIIount Relll tt.d
'*
.EY~1541 EX iFf' UI-D5)
JUSTINE
L
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i547-EX-i.Fi'--coFoiY-iioTicE--OF-YriiiEiiifANCE-TAitAPPRA"iSEMiii:r;-i.LLOWAHCE-O!i-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FEDOW JUSTINE L FILE NO. 21 02-0815 ACN 101 DATE 07-07-2003
TAX RETURN WAS: \ X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. Stocks and Bonds (Schedule Bl
3~ Closely Held stock/Partnership Interest (Schedule C)
~. Hortgagas/Notes Receivable [Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule Gl
8. Total Assets
(1)
(2)
(3)
(4)
IS)
(6)
(7)
.00
11,462.22
.00
.00
68.830.87
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. ExPenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Vatu. of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. N.t Value of Estate Subject to Tax
I~ an assessment was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will
re~lect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Aaount of line 14 taxable at Lineal/Class A rat. (16)
17. Amount of line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
I S:
(9)
(10)
NOTE:
DATE
05-28-2003
NIIH8ER
CD002616
INTEREST/PEN PAID (-)
.00
14,552.76
5.526.78
Ill)
(12)
(13)
(14)
.00 X
60,213.55 X
.00 X
.00 X
AHOUNT PAID
2,709.61
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account I
submit the upper portion
of this for. with your
tax pay.ent.
80,293.09
;;>0.079 54
60,213.55
.00
60,213.55
.00
2,709.61
.00
.00
2,709.61
2,709.61
.00
.00
.00
_ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDn" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/03/2004
WALTERS MURREL R III
54 E MAIN STREET
MECHANICSBURG, PA 17055
RE: Estate of FEDOW JUSTINE L
File Number: 2002-00815
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 complete~ or uncompleted administration.
This filing will become delinquent on: 9/02/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
CC:
File
Personal Representative(s)
Judge
PI~EASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE· IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
U~ITIL COMPLETION
STATUS REPORT UNDER RULE 6.12
N ~tme of Decedent: JUSTINE L. FEDOW
D ~tte of Death: 9/2/02
E::tate No.:
2002-00815
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court rules, I report the following with
re Cpect to completion of the administration of the above-captioned estate:
State wh~t..her administration of the estate is complete:
Yes)~' No
°
If the answer is No, state when the
administration will be complete
personal representative reasonably believes that the
(date)
o
If the answer to No. 1 is yes, state the following:
A.~ Did the personal representative fill a final account with the court?
Yes No
The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
Co
Did the personal representative state an account informally to the parties in
interest: Yes X No
D ~te: AUg%it 5, 2004
Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Capacity:
MURREL R. WALTERS, III, ESQUIRE
54 East Main Street
Mechanicsburg, PA 17055
717-697-4650
Personal Representative
X__ Counsel for Personal Representative