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HomeMy WebLinkAbout02-0630 REv..1liCO EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I 7 - ? If- I 2. REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT __6..:Q.{) WllMBER C"~ FILE NUMBER u2.L-()~ COUNTY COOE. YEAR I- Z W C W U W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Carol Ann Fasting DATE OF DEATH (MM.DD-YEAR) 07/06/02 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER SOCIAL SECURITY NUMBER 208-38-5296 DATE OF BIRTH (MM-DD.YEAR) 09/11/48 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A w "' ~~U) <.> a'"~ w"g ::I:~..J <.>.... .. .. [i/1. Original Return o 4. Limited Estate 06. Decedent Died Testale (All8chcopyofWiU) o 9. Litigation Proceeds Received o 3. Remainder Return llIa\et:Atleathprior\o12-13..a2) o 5. Federal Estate Tax Relum Required 8. Total Number of Safe Deposit Boxes o ". ElectIon 10 tax under Sec. 9113(A) (Atl8chSch0) ,,,' '\~1~ o 2. Supplemental Return o 4a. Future Interest Compromise (dale of dealh aner 12.12-82) o 7. Decedent Maintained a Living Trust (AtlachcopyofTrusl) o 10. Spousal POl/erty Credit (llate t:A ~h b&twaan 12-31.91 anell.l.9!)) i- Z W C Z C .. <Il W '" '" c <.> 1;1 COMPLETE MAILING ADDRESS 967 West Trindle Road #19 Mechanicsburg, PA 17055 TELEPHONE NUMBER (717) 271-8558 z o ~ ..J ~ l- ii: < u w a:: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Sctledute D) 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 orL) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10, Debts of Decedent, Mortgage Uabmties, & Liens (Scnedule I) 11, Total Deductions (tolallines 9 & 10) 14,000_00 0.00 0.00 0.00 5,168.37 (1) (2) (3) (4) (5) {6} 0.00 (7) 0.00 19,168.37 (9) (10) (8) 12,593.95 11,529.45 (11) (12) (13) 24,123.40 -4,955.03 0.00 12. Net Value of Estate (line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an electiOll to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Une 13) (14) -4,955.03 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I-' ~ Il.. :E o U ~ 15. Amount 01 Line 14 taxable at the spousal lax rate, or transfers under See, 9116 (a)(1.2) 0.00 x.oL (15) 0.00 x_o~ (15) 0.00 x .12 (17) 0.00 x .15 (18) (19) 0.00 0.00 0.00 0.00 0.00 "':* 16. Amounl of line 14 taxable allineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate 19. Tax Due 20.0 CHECK HERE IF yOU ARE REQUESTING A REFUND OF AN OVERPAYMENT "";;~H"" . ';;'~j',i/l ."', ';:"';::BE",S' If :ro-~" "IAi! ""liEll. o~""O F" , "all "", - II ".,."."- . "f!I "". ,..." .<,,'" " !1.4"" "_,, ,,,.. J(aJ;ll:lii".l;;I3I_I.I""",l<.~"" ,~.C,,,l.l.,,~l!,,,,.<; ''>'\,':/,i''}{i'':'jHf:' A<./'Xv,A\\\io <\hV'."::'; /ltl.,>:; iY',:iK'A<> . Dece,dent's Complete Address: STREET ADDRESS 967 West Trindle Rnad #19 CIlYM h . b I STATEpA I ZIP 17055 ee anles urg Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0.00 0.00 0.00 Total Credits (A + B + C ) (2) 0.00 3. InteresUPenarly if applicable D.lnterest E. Penelly TotallnteresUPenally ( D + E ) (3) 4. 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 (4) 0.00 0.00 B. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 0.00 0.00 0.00 5. If Une 1 + Une 3 is greater Ihan Une 2, enler Ihe difference. This is the TAX DUE. (5) A. Enter the inlerest on the tax due. (5A) PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ...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, 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transfenred;.......................................................................................... 0 b. retain the nght to designate who shall use the property transferred or its income; ............................................ 0 c. retain a reversionary interest; or.......................................................................................................................... D d. receive the promise for life of either payments, benefits or care? ....,."'........................................................"... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............."m...... ........................................... ......................................... 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .......... ................... ....... ............................................................... No ~ ~ ~ ~ ~ ~ Under penalties 01 pe' ry, I declare that I have examined this retum, Including accompanyil'l9 schedules and statements, and to the besl of my knowledge and belief, ills true, correct and complete. Declaration of pre r!her tha the pers al representative is based on all information of which preparer has any kr\owledge. SIGNATURE FOR FlUNG RETURN ADDRESS ;' l?{/h 1d1-# Ie; SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS 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. 9g116 (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 0% [72 P.S. 99116 (a) (1.1) (ii)J. 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-one years of age or younger at death to or for the use of a natura! parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. \\9116(a)(1.2)]. The tax rate imposed on Ihe 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. \\9116(1.2) [72 P.S. 99118(a)(1)]. The tax rate imposed on the net value of transfers 10 or for the use of the decedent's siblings is 12% [72 P.S. 9g116(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. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l .I 55: _ according to law, deposes and says that he _ ___~ of the Estate of late of ___ , Cumberland County, Pa., deceased and that the within is an inventory made by _ __ ------~'I the said of the entire estate of said decedent, consisting of all the personal property and real estate, except real e,tate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. being duly and subscribed before me, Execu~or . Actminhtrator 19 j Address Date of Death ~~. Day Month Yeer ~RUCTIONS I. An inventory must be filed within Jh!ee monthli. ~ appointment of personal representative~ 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. I I , I ...' l\' ,] >- '11:, ~-D I ' " 1- UJ ~ ~ '" I- '" ~ ~ w -< .. e.. 1- v " 0 Vl ~ '" " 0 w w ~ '0 '" ... I '" ~ ~ ' .. " l- e.. e.. " I- ...I U. ~ Z -< 0 t:' ...~ 0 U. ...I " :l: i W 0 -< w ~i 1-'1 ~ - -< 'i > z '" '[ ~ ~ Ii z 0 0 I ~ t 5 ,; Vl Z ... Il:, 0 '" -< 't[ .... ~ U .... z I w ~, -0 e.. I c .. I 11. - -.: I 'I( 0 " ~!I .D -" I " E -0 0 ~ ..!! I .. ~ 0 I ...I U u: ... 1D/ Inventory of the real and personal estate of C'1I!ot A- ;:/1sT'fJ4 deceased JJ~ ?uMtl"L I"c&tC H''''f J6 Ob 0 '. (1"<') q. 6lJlC.fC I~ 50 " fJA1Z1t. 4vvvVE (E'r) el/SU t..IFr INS-. I (5( 11 ~ €t.ll- I'ttoPle'1l/ ~~"'" f!I eEL'>') R~V,'5ll2 EX' (6'9. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Carol A. Fasting All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price al which property would be exchanged between a willing buyer and a willing seller, neither bei\'\9 compelled \0 buy or sell, both having reasonable knowledge of the relevanl facts. Real property which is Jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER ITEM NUMBER 1. DESCRIPTION 1984 Zimmer Mobile Home, 16' by 65' VALUE AT OATE OF DEATH 14000.00 TOTAL (Also enter on line 1, Recapitulation) $ 14,000.00 (If more space is needed, inserl additional sheets of the same size) REY.1508 EX+ (6.98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Carol A. Fasting 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 1. Bank Account Members First Credit Union Received 07-09-2002 VALUE AT DATE OF DEATH 1975.00 2. Auto Insurance Reimbursement Nationwide Received 07-23-2002 55.70 3. Loan Insurance Reimbursement PNC Bank Received 08-12-2002 875.63 4. Life Insurance Nationwide Received 08-19-2002 2262.04 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 5,168.37 REV-1511 EX+ (12-99) . * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Carol A. Fasting FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers Funeral Home 6524.00 2. Mechanicsburg Cemetary 1160.00 3. Gingrich Memorials 1295.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s} Street Address City State_Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Jennifer D. Fasting Street Address 967 West Trindle Road #19 City Mechanicsburg State ~Zip 17055 Relationship of Claimant to Decedent Daughter 4. Probate Fees 107.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Check Ordering Fee 7.95 TOTAL (Also enter on line 9. Recapitulation) $ 12,593.95 (If more space is needed, insert additional sheets of the same size) RE~-1512 EX+ (6-98) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Carol A. Fasting FILE NUMBER Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Discover Credit Card VALUE AT DATE OF DEATH 451 .28 2. First Union Visa Credit Card 2803.08 3. Sears Credit Card 293.12 4. Fleet Visa Credit Card 2190.12 5. Intemal Revenue Service Overdue Capital Gains Tax 2895.90 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 11,529.45 . e 5... <> Card 'r~~fAccourit .:lJIitdm~#J:PaY;n.(rt III " 1111I11111111I11111111111I111111 A count Number: 05 54850 55451 6 Mi"imu:mAmOlJ:nt:Ericlosed $ VIEW STATEMENTS OR PAY YOUR BILL ONLINE! REGISTER AT WWW.sEARSCARD.COM AND ENJOY FREE, 24.HOUR ACCESS TO YOUR ACCOUNT. 1".111...111..,,1.1..1.1..1,,11I....1.1..11..1.1,,1.1..1.1,,1 CAROL A FASTING 0009318 967 W TRINDLE RD MECHANICSBU PA 17055-4056 1.1"1..11.,,1.1.,,111,,1...1.1...11.1..11.1,,.11..1 PO BOX 182149 COLUMBUS OH 43218-2149 1100 0554850554516 0029312 0001000 0001000 Sears Card ACCOUNT STATEMENT Make Check Payable to Seara National Bank Account Number 05 54850 55451 6 Customer Service: 1-800-917-7700 10F1 Total Account Total Credit Total Credit Billing Cycle Minimum Payment Balance Until Available Closing Date Due Date "293.12 "2860.00 $2 566.88 06122/02 07120102 ~~. mm~1'U Previous Balance Payment. & Credits P'urchaies & Debita Other Charges Total FINANCE CHARGES Total Account Balance [2( perfect for weddings [2( perfect for birthdays r.r perfect for showers [2(SEARS gift card (perfect for any special occasion) Buy at Sears stDres Dr log on 10 searS.CDm The Perfect Choice. A Great Gin:- $297.58 $10.00 $0.00 $0.00 $5.54 S293,12 0007 Regular Transactions - - - - - - =- - = - - - = - - - - - - - Trans Poat Description Chargee! Date Date Credits 06/15 06/15 PAYMENT. THANK YOU . $10.00 Finance Charaes Davsln Billing Period: 31 Corresponding ANNUAL Periodic Rate Purchase Average Dally PERCENTAGE D.Day Periodic Twe Amount Balance RATE M-Month FINANCE CHARGE Seara Regular $293.12 $297.68 21.90% 0.0600 % (D) $5.54 External Regular $0.00 $0.00 21.90% 0.0600 % (D) $0.00 Cas.h Regular $0.00 $0.00 22.90 % 0.0628 % (D) $0.00 Minimum INANCE CHARGE: .00 NOTICE: See reverse side for important information and billing rights summary. Oall1 ~800-917~7700 for customer service or to report your card lost or stolen, Mon-Sat 9AM-9PM, SUN 10AM-6PM. Mail Billing Error Notices to PO BOX 818017 CLEVELAND OH 44181.8017 f~N' ~';:.".f.':'k '".111.,..,..1.1..1..11."1.1,,,,11,,11,1.,,1,,1,11 BANKCARD SERVICES P.O. BOX 15137 WILMINGTON, DE 19886-5137 CARDHOLDER SINCE 1998 ACCOUNT NUMBER [ 4264 298~ 3937 6502 I PAYMENT DUE DATE NEW B/lLIWCE TOTAL c 07/14/02l L::!2~030~ TOT /JL MINIMUM PAYMENT DUE fJMOUNT ENCLOSED L-$1160~ I .~ I L. DO ACH TOP PORTION IWD RETURN WITH PAYMENT J =- WoNW. firstunioocreditcard.com == ~ ---- = - == Address--- CAROL A FASTING 961 W TRINDLE RD MECHANICSBURG PA 11055-405699 F'or account Information calf 1~800-477-9131 Print change of address or new telephone number below . State ~'---ziP-- I } Work phone 13 00280308000116000004264298539316502 City I _ Home phone kcount Number GiWit Un& 4264 2985 3937 6502 .. I $ 5 . 400 . 00 Po"". I T,,,,a"o, Rataceno" TC;;;d-F;o~.1 T~an~~ctIons Date Date Number I TYpe _.-L.,. ___-'-____ PURCHASES AND ADclUSTMENTS 06/14 06/14 2726 VS C LATE CHARGE FOR PMT DUE 06/13 TOTAL FOR BILLING CYCLE FROM 05/15/2002 THROUGH I ea.. 0' ~:'~ :::b: 2 DaYS in r!li1l930~"J'" Clool lJ/Jte [06/14/02 rota/MinImum Pa Due Fa DueD"" 07/14/02 $116.00 clUNE 2002 STATEMENT Charges Credits (OR) 06/14/2002 35.00 $35.00 $0.00 IMPORTANT NEWS l ENJOY THE CONVENIENCE AND FLEXIBILITY THE ENCLOSED CHECKS OFFER-- QRCONTACT US AT WWW.ISSCASH.COM OR 1-888-515-3309. YOU ARE A VALUED CUSTOMER. RECEIVED YOUR PAYMENT. WE WANT TO MAKE SURE YOU ARE AWARE THAT WE HAVE NOT PLEASE SEND THE AMOUNT DUE TODAY. IF IT HAS BEEN MAILED, THANK YOU. CALL 1-800-473-3576 TO LEARN MORE ABOUT FIRST UNION'S CHECKING ACCOUNT PRODUCTS AND HOW YOUR CREDIT CARD CAN BE USED FOR OVERDRAFT PROTECTION. SUMMARY OF TRANSACTIONS rOTAL MINIMUM PAYMENT DUE Previous Balance (-) Payments (+) Cash (+} Putchasel5. and \ (+) Perlcdlc Rate (+) Transaction fee 81 (-) Nelli! Balance Past Due Amount .. $53.00 and CredIts Advances Adjustments FINANCE CHARQES FINANCE CHARGES Total .......... $>5.00 I $0.00 I Current Payment .. $63.00 $2,726.10 $0.00 $0.00 $41.98 $2,803.08 Total Minimum Payment DU8..,... $116.00 FINANCE CHARGE SCHEDULE CategOly Cash Advances A. BALANCE TRANSFERS. B. ATM. BANK.. C. PURCHASES.. Periodic Rate Corresponding AnnlJal Percentage Rata Balance SubJect to Flr\af\ce Charge FOR YOUR SATISFACTION. EVERY HOUR. EVERY DAY For Customer Satisfllction and up 10 the minute automated inlormallon including halll~t!o; ll'Jal\ab!e credit, paymenls received,payments dUe, due date. paymenl address information, or 10 requesl duplicale slillemenls, call1~800-477 ~.9131_ For TOO iT elecommunicatioo Device for the Deafl assistance, "n 1-800-346-3178. Ma~ paymenls to: BANKCARD SERVICES, P,D BOX 15137, WILMINGTON. DE 19B86c5137 Billing rights are preserved only by wrlften'inquiry_ Mail billing inquiri(>S. using formonlhebaCk and olher inquiries 10: RANKCAR[} .SFRVICFS PO RO)( 15ll2.6 WI} MINGTON ill llIB5Q5.Q2fi CHECKS.0.049287% DLY - _.' -0.049287% DLY .. - '0.049287% DLY 17.99% 17.99% 17 . 99% $0.00 $0.00 $2.747.48 FOR THIS BILLING PERIOD: ANNUAL PERCENTAGE RATE................... 17.99% (Includes Periodic Rate and TfBMsotion Fee Financo Chargas,) 5715 4264 2985 3937 6502 Qge Y GBH 1108 0300 00 PAGE 1 OF 1 PLEASE SEE REVERSE SIDE FOR IMPORTANT INFORMATION. L C) Fleet PO a"" 17'~~ WIU.I.glo..~e: anO-7ln p,.;;co~nl N~mb...415214Q1 254202$3 $2,190.12 ~-~ $43.00 JUN. 19. 2002 -," IOnclo.od Fo'acoountlnrorrnalloncall Culllo",...Snrvlo..11-800-4112_2S00 0' log On t.. http://mycard.f1eet.com 'FO<<:.M.I'Ill.of~p\e1o_u..form""b.ok. . M.kacl>odr.payab"loFlMtCr.,:lIlCar<lS."""... flEET CReDIT CARD SERVICE PO BOX 15368 WILMINGTON DE 19886-5368 CAROL A FASTING 967 WTRINDlE RD # LT19 MECHANICSBURG PA 17055-4056 e6140 ]1988653686821 !1705540569991 4152140125420283 0219012 0004300 Oolaollalpetfoullr:>na""..IlI,nformlt><>Yewllhp.yma"'. ACCQUNT SUMMARY FOR CAROL A FASTING AccounlN"",b<<: 41521401 25420283 PAYMENT INFORMATION C} Fleet TITANIUM $0.00 $43.00 $0.00 $43.00 JUN. 19, 2002 $0.00 0.00 + 2,181.67 + 0,00 + 8.45 $2,190.12 Total Credit Umlt: $12,000.1)1) Cash Advance limit: S3,600,OO Available Credit:' n,aO'.88 Cash Advance AvaUable:S3,600.00 A RECORD OF YOUR CHARGES AND CREDITS Transacticn Postlt1g Reference Date DaN Num{)er Trtlfl~tiorI DeSCription 81111ng Cycle Closing Date: 05123/02 Days In Billing Cycle: 30 Credits Charges 05110 .." 05110 .." 2442ltS7GJ8Z49NlDP -FINANCE CHARGE- BALANCE TRANSFER WilMINGTON DE PURCHASES $8.45 CASH ADVANCE $0.00 2,181.87 .." ~orlnformationonJlllura=unlortoreachFleel'sCuslomerService: 1-11(1(1..492.2500 http://mycard.f1oet.com PO BOX 154aO WILMINGTON DE 19ltSO_54aO ANNUAL PERCENTAGE RATE fQrpurehases llncludlng BalanclI Transf8rs): 10.090% ANNUAL PERCENTAGE RATE for cash advances: 19.900% .fyou h.ave a variable rate account. your Jarlod\c f;l,t~s llI3y 'TArt. SEE REVERSE SIDE FOR IMPORTANT INFORMAT1ON s:,>n '<I'<IH. MOP '" 17 O~OS2" P"S..lofl 5,,570100 64610llUlSJll 861'10 -"i IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF CAROL A FASTING , Deceased No. 2102630 of 2001 To the Clerk of the Orphans' Court: Enter the -c!arm-cf .DISCOVER FINANGlAL SERVICES, !NC A(;ct. .'S{)-11902140244682 In the amount of $451.00 , against the above entitled estate. The decedent, who resided at 967 W TRINDLE RD, , MECHANICSBURG PA 17055 died on 07/06/2002 . Written notice of said claim was given to JENNIFER D FASTING ,if known to claimant, at (Personal Representative or counse) 967 W TRINDLE RD, MECHANICSBURG, PA 170 5 on November 4, 2002 (Date) '~J . WI\.l\./t/lA.'"l1 (Claimant) (J ~ iL~ Address: P.O. BOX 8003, HILLIARD, OH 43026 Claimant's Counsel Address WI Department of the Treasury internal Revenue Service P.O. BOX 219236 KANSAS CITY, MO 64121.9236 Date: JUNE 08, 2002 CAROL A FASTING 967 W TRINDLE RD LOT 19 MECHANICSBURG PA 17055-4056197 Taxpayer Identifying Number: () 208-38-5296 J 03 ~\ ~ f ,(" =;--~~::: ~ ~~ \v TOLL FREE: 1-800-829-7650 . . \ ~ BEST TIME TO CALL: 8: OOAM TO 8: OOPM /,(;' EXPECT ANSWER DELAYS: 4PM TO 6: 30PM Remlnj:ler Notice We are required by law to remind you periodidally in writing about your overdue tax. The amount you owe is shown on the back of this letter. You do not need to contact us about this letter if you are working with us to resolve your account. However, please call the telephone number listed above if you: · have unanswered questions about the overdue taxes. · wrote or called us more than 30 days ago and have not received a reply. If you have NOT been working with us to resqlve your account, please read the rest of this letter carefully. Then, based upon your situation, take the action listed in either Step] or Step 2. Step 1, Send us the full payment if you agree with the 'amount you owe shown on the back of this letter and have no questions. Make your check or money order payable to United States Treasury. Write your social security number or employer identification number and the tax year on your payment. Send your payment in the enclosed envelope with a copy of this letter. Step 2, Call the telephone numberlisted above if you: . · believe the overdue tax is incorrect or h,ave other questions. . are unable to pay your overdue taxes in: full. Be ready to tell us what your monthly income and expenses are so we can help you arrange a payment plan. This office is authorized to take enforcement action to collect the amount you owe. This can include taking taking your property, or rights to propeJ(ty, such as wages, bank accounts, real estate or automobiles. We may also file a Notice of Federal Tax Lien without giving you advance notice. A lien is public notice to your creditors that the government has a right to your interests in your current assets and assets you acquire after we file a lien. This can affect your ability to obtain credit. To avoid possible enforcement actions, we must Jiear from you within 10 days from the date of this notice. Enclosures: Copy of this letter Envelope ~~ 1~1~~III~~~I~I~I~I~lml~~~~~ II "208385296103" Operations Manager, Automated Collection System Letter 3228 (Rev. 01-2002)(L T-39) If you want a detailed explanation of the statutory additions (penalties and interest), please cat! the telephone number shown on the front of this letter. Account Summary CAROL A FASTING 208-38-5296 Type 01 Tax Period Ending Assessed Balance Stalulory Additlo ns Tolal 1040 12-31-1998 $ 2.212.81 $ 683.18 $ 2,895.99 Tolal Amount Due t 2,895.99 Type 01 Tax Period Ending Name of Return Department of the Treasury -~ Internal Revenue Service "",, ,.... Sales Agreement Between the Estate of Carol Ann Fasti.ng" - whose administratrix is Jennifer D. Fasting, and JeffreyR. Rider, whose lender is Betty 1. Rider An agreement between the said parties has been reached on August 16,2002 for the ~;ak of:m:1 purchase of a 1983 Zimmer II yeLow mobile home located at 967 W. TrindJe Road. Lor 19 Mechanicsburg P A 17055. The mobile home is the property of the Estate of Carol Ann Fa:itlng, whose administratrix is Jennifer D. Fasting. Jeffrey R. Rider is purchasing the mobile horn,-, from the Estate ofCaro] Ann Fasting, whose administratrix is Jennifer d Fasting. The agreed purchase amount of the mobile is $14,000. A check in this amount fromM:mkr, 1st (check number 00005426) was given to Jennifer D. Fasting, the administratrix ofth;: Esial'" of Carol Ann Fasting on August 16,2002. .. .' '.~, ' ,. Opon title transfer. Jeffrey R, Rider agrees to pay for the title transfer at a later date Signature (1 .'--- Date ~jcch{) . ~/;G/~ (? <f lib t~ I , i Signature_Ji ') j.-, Date v /~ i C Wi,"", Sigo,rureC\\ Q, L D'" '.'" ,.;. (CC) JDF JRR BlR JRD/June 30, 1992/17858 AUO 0 9 2004 In Re: Estate of Carol A. Fasting : ORPHANS' COURT DIVISION Late of Monroe Township : COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY Estate No.: 2002-0630 : PENNSYLVANIA : : NO. 21-2002-0630 NOTICE OF FAILURE TO FiLE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Jennifer D. Fasting Counsel for Personal Representative: James H. Turner Date o£Decedent's Death: 07/06/2002 Date of Delinquency Notice: 08/11/04 The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 08/11/04 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. .STATUS REPORT UNDER RULE 6.17, Name of Decedent: Carol A. Fasting Date of Death.' July 2, 2002 Will No. 21-02-0630 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: ~ Yes __X__ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December 31, 2004 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? ~ Yes No 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 No Date: October 22, 2004 _ ~ Jame~s H. ~ ~ ,~ TURNER AND O'CONNELL ::' -~-~ 4415 North Front Street c._ Harrisburg, PA 17110 ,.o 717/232-4551 Counsel for personal representative STATUS REPORT UNDER RULE 6.1:2 Name of Decedent: Carol A. Fasting Date of Death: July 2, 2002 Will No. 21-02-0630 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December 31, 2004 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No 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 No Date: October 22, 2004 Jame~H. Turner, Esquire TURNER AND O'CONNELL 4415 North Front Street Harrisburg, PA 17110 717/232-4551 : '~ Counsel for personal representative ~i:7' 5~ 0OMMONWB^LTNOF REV'1500 oppm, usaoNL,  PENNSYLVANIA DEP^RTMEN OFRBVENUE INHERITANCE TAX RETURN ,AR ,SBUR ,PA fy196-O6Ol RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL SOCIAL SECURITY NUMBER i- 2 0 8-3 8-5 2 9 6 z FASTING, Carol Ann LEI DATE OF OEATH (MM-DD-Year) DATE OF BIRTH (MM-DO-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ~ REGISTER OF WILLS LU O 07/02/2002 09/11/1948 III F APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ [] l. Or~inalRetum [] 2. SupplementaIRetum [] 3. RemainderRetum Nateolaea~p,~rtolZ43-82) [] .Umit Ba te [] Fufura nterestComprom e a.o,,. .=- ) [] 9. Fadar EatateTa×Retum.equirad ~: ~ [] 6. Decedent Died Testate (A~ch copy of Will) [] 7. Decedent Maintained a Living Trust (At[ach r,~y of Tru~ 8. Total Number of Safe Deposit Boxes ~' [] 11. Election totax under Sec. 9113(A) (ASach Sch O) '": [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (d~ ofde~ ~t,,,.~e ~ 12-31-91 and 1.1.§5) :- ! COMPLETE MAIUNG ADDRESS z NAME ~ 4415 North Front Street z James H. Turner O ~. FIRM NAME (If Applicable) ~ Turner & O'Connell o TELEPHONE NUMBER ~ 9717) 232-4551 Harrisbur,q PA 17110 1. Real Estate (Schedule A) (1) 2, Stocks and Bonds (Schedule B} (2) ' 3. Closely Held Corporation, Par[nemhip or Sole-Pmpdetorahip (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 1 2,745.75 5. Cash, Bank Deposits & Miscetianeous Personal Pmpe~ (5) (Schedule E) I . ~ 6. Jointly Owned Proper~ (Schedule F) (6) ,~ [] Separate Billing Redues'~d ~ 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) I I-- (Schedule G or L) o. 12~745.75 ,~: 8. Total Gross Assets (total Lines 1-7) (8) ti.3 10,124.83 LU 9 Funeral Expenses & Administrative Costa (Schedule H) (9) 0¢ 6,275.29 10. Debts of Becedent, Mortgage LiabitilJes, & Liens (Schedule I) (10) 11 Total Deductions (total Lines 9 & 10) (11) 16~400.12 12, Hot Vatua ef Estate (Line 8 minus Line 11 ) (12) -3~654.37 13 Charitable and 6ovemmental Bequests/Sec 9113 Trusts for ~hich an election to tax bas eot been (13) made (Schedule J} 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) -3~654.37 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES ~ 15. Amount of Line 14 taxable at the spousal tax rate, ortransfem under Sec. 9116 (a)(1.2) X __ (15) ~ 16. Amount of Line 14 taxable at lineal rate X {16) 0.00 0.00 13. 17 Amount of Line 14 taxable at sibling rate X .12 (17) O 18. Amount of Line 14 taxable at collateral rate X .15 (18} ~ 19 Tax Due (19) 0.00 ti- · · BE sURE TO ANSWERALL, Q~ES~I~N$:ON R,E~ERSE SIDE AND RECHECK MATH Decedent's Complete Address: STREET ADDRESS 967 W. Trindle Road, #19 Uechanicsburg I sT^mE PA I zip 17055 CI]'Y Tax Payments and Credits: 1 Tax Due (Page 1 Line 19) (1) 0.00 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits ( A + B + C ) (2) 3~ I nterestJPenalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. 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 (4) 0.00 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 + SA. This is the BALANCE DUE. (5B) 0.00 Make Check Payable to: 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 a. retain the use or income of the proper/y 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 ~ife of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer proberty 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 penalties of [ecjuP/ I d~clare that I have examined this relurn, includin~l eccom[3anying schedules and stathments, and [o the best of my knowledge a~d belief, it is true, correct and complete. a~claratJon of pr~ga~lr ,r other than the persona representative is based on ¢1 Information of which preparer has any knowledge. SIGNATURE ~)F P~RSQN F~,~ONSIBLE FOB FILING RETURN DATE PA 17045 ADORES~ '""4415 North Front §treet Harrisbur,q PA 17110 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 (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 0% [72 P.S. §9116 {a) (1.1) 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 imposed 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 0% [72 P.S. §9116(a)(f.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. §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 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. REV-'1508 EX + (6-98) ~ SCHEDULE E coMMo.w~.T, or PENNS~LV^"~ CASH, BANK DEPOSITS, & MISC. ,..ER,TA.CE T~X RETU"N PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER FASTING, C~roI Ann Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of sur,,ivorship mast be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Checking/Savings Accounts 1,975.75 2. 1991 Buick Park Avenue 770.00 126,000 miles in fair condition) 3. /lobile Home 10,000.00 TOTAL (Also enter on line 5, Recapitulation) $ 12~745.75 (If more space is needed, insert additional sheets of the same size) RE'~-1511 EX + (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER FASTING, Carol Ann Bebts of decedent most be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Casket and Funeral Services 7,524.00 2. Burial Plot 1,160.00 3. Headstone 1,200.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)lEIN Number of Personal Representative(s) Street Address Cily. State Zip. Year(s) Commission Paid: 2. Attorney Fees 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanalJon) Claimant Street Address City, State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 72.00 5. Accountee~'s Fees 6. Tax Return Preparer's Fees 7, Publication of the Estate 168.83 TOTAL (Also enter on line 9, Recapitulation) $ 1 O, 124.83 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) ~ SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OFDECEDENT, ,N.E.,~^"CE. Es,OE.T DECEDE"T~X R'U"N MORTGAGE LIABILITIES, & LIENS ESTATE OF ILE NUMBER FASTING, Carol Ann Include unreimbursed medical expenses. ITEM VALUE AT CATE NUMBER DESCRIPTION OF DEATH 1 Internal Revenue Service 2,895.99 Delinquent Taxes 2. Trailer Indebtedness 919.14 3. Fleet Credit Card Services, LLP 2,167.04 Account 4152140125420283 4 Sears Acct #0554850554516 293.12 TOTAL (Also enter on line 10, Recapitulation) $ ,6,275.29 (if more space is needed, insert additional sheets of the same size) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER FA~TIN( Carol Arlrl RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE [. TAXABLE DISTRIBUTIONS [include outfight spousal distributions, and transfers under Sec. 9116 (a)(1.2)] 1. Jennifer Fasting Benner Daughter 50% PO Box 165 Liverpool, PA 17045 2. Claus Eric Fasting Son 50% Sheppard Air Force Base / 105 Lunar Court Wichita Falls, TX 76311 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 l! - 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) Glenda Farrier Strasbaugh ~ Register of Wills & Clerk of the Orphans' Court One Courthouse Square Marjorie A. Wevodau Carlisle, Pa. 17013 First Deputy (717) 240-6345 Kirk S. Sohonage, Esquire FAX (717) 240-7797 Solicitor OFFICES OF tiegi ter of i/ till an )/;lerl of ® ban ' ourt October 18, 2004 Mr. James H. Turner, Esquire 4415 North Front Street Harrisburg, PA 17110 IN RE: Estate of Carol A. Fasting, Estate No. 21-02-0630 Dear Mr. Turner: It has come to my attention as solicitor for the Office of the Register of Wills and Clerk of the Orphans' Court in and for Cumberland County, Pennsylvania, that the above estate has failed to file a report of the status of administration as required by Pennsylvania Orphans' Court Rule 6.12. Subsection (f) of Rule 6.12 required that the Register of Wills notify the Court in the event the personal representative or counsel fails to file this notice after (10) days written notice thereof. You have already received written notice of this delinquency by the Register. Kindly accept this letter as written notification that unless the required 6.12 Status Report is filed with the Register of Wills Office within ten (10) days of your receipt of this correspondence, I will be compelled to file a Motion for Sanctions for Failure to Comply with Orphans' Court Rule 6.12. If required to do so, I will request that the Court grant counsel fees and court cost to be assessed against the offending party. Sincerely, j /-~ Kirk S. Sohonage Solicitor Glenda Farrier Strasbaugh ~ Register of Wills & Clerk of the Orphans' Court One Courthouse Square Marjorie A. Wevodau Carlisle, Pa. 17013 First Deputy (717) 240-6345 Kirk S. Sohonage, Esquire FAX (717) 240-7797 Solicitor OFFICES OF ttegi ter of i lill and Clerl of roe ® ban ' Court October 15, 2004 Ms. Jennifer Fasting 967 West Trindle Road # 19 Mechanicsburg, pA 17055 IN RE: Estate of Carol A. Fasting, Estate No. 21-02-0630 Dear Ms. Fasting: It has come to my attention as solicitor for the Office of the Register of Wills and Clerk of the Orphans' Court in and for Cumberland County, Pennsylvania, that the above estate has failed to file a report of the status of administration as required by Pennsylvania Orphans' Court Rule 6.12. Subsection (f) of Rule 6.12 required that the Register of Wills notify the Court in the event the personal representative or counsel fails to file this notice after (10) days written notice thereof. You have already received written notice of this delinquency by the Register. Kindly accept this letter as written notification that unless the required 6.12 Status Report is filed with the Register of Wills Office within ten (10) days of your receipt of this correspondence, I will be compelled to file a Motion for Sanctions for Failure to Comply with Orphans' Court Rule 6.12. If required to do so, I will request that the Court grant counsel fees and court cost to be assessed against the offending party. Sin~~ Kirk S. Sohonage Solicitor IN THE MATTER OF IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION THE ESTATE OF CAROL A. FASTING : NO. 21-02-0630 STATUS REPORT UNDER RULE 6.12 Register of Wills of Cumberland County Name of Decedent: Social Security Number: Name of Personal Representative: Capacity: Carol A. Fasting 208 38 5296 Jennifer D. Fasting Administratrix The administration of the estate is complete. An account was stated to the parties in interest and the parties released the personal representative. I certify under penalty of perjury that the foregoing information is correct to the best of my knowledge, information and belief. ~7~ Date: March 18, 2005 James H. Turner, Esquire TURNER AND O'CONNELL 4415 North Front Street Harrisburg, P A 17110 (717) 232-4551 Attorney for Estate f".J:) (') C'0 ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDQIL' (11~S;- INHERITANCE TAX DIVIS~.:'.":" ." PO BOX Z8060 1 . HARRISBURG PA 171Z8-060i- NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX 2005 18 11:46 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-21-2005 FASTING 07-06-2002 21 02-0630 CUMBERLAND 101 C'rn'/ ,U:i'11\ onpH ^;, ,'i"' JAMES 'tL11\M~~~~\~ir TURNER 8 OCONNELL 4415 N FRONT ST HBG *' REV-1547 EX AFP 112-04) CAROL A Allount Rellitted PA 17110 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:rA~"f.Eit.AFp..rBr:6!'r.NOT.fcE.OF.iNHER.ffANCE.i'AX.APPRA.fsEi"€Ni'~..ALLOWANCE.OR.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CAROL A FILE NO. 21 02-0630 ACN 101 TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ESTATE OF FASTING DATE 03-21-2005 ATTACHED NOTICE NO. 01 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. AlIOunt of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets RETURN U) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 770.00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 1,240.83 919.14 (11) (2) (3) (4) NOTE: .00 X .00 X .00 X .00 X NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 770.00 2.159 97 1,389.97- .00 6,345.00- 00 = 045 = 12 = 15 = .00 .00 .00 .00 .00 (9)= TAX CREDYTS: ............ . (+J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~. IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) RE' .1470 EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME Carol A. Fasting REVIEWED BY ANITA MCCUllY ITEM SCHEDULE NO. EXPLANATION OF CHANGES Accepted additional assets and debts. ROW FILE NUMBER ACN 2102-0630 101 Page 1 Estate of Carol A. Fastina also known as PETITION FOR GRANT OF LETTERS OF ADMINISTRATION 2/-02 -(030 No. To: Deceased. Register of Wills for the County of Cumberland in the Conunonwealth of Pennsylvania Social Security No. 208-38-5296 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl ies for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decedent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 967 West Trindle Rd Lot 19 Monroe Two. (list street, number, Twp. or Boro.) Decedent, then 53 at Holv Soirit Hosoital years of age, died 716102 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: none $ $ $ $ 1500000 Petitioner after a proper search ha s the following spouse (if any) and heirs: Name ascertained that decedent left no will and was survived by Relationship Residence 6907 Seymour Hwy #19 i'FII TX761 967 West Trindle Rd. #19 M h ni r PA 17 5 nn' rD. F tin D u h r THEREFORE, petitioner(s) respectfully request(s) the grant ofletters of administration in the appropriat,\ form to the undersigned. \ r.1j \ ' I 967 West Trindle Rd #19 Mechanicsbura PA 17055 . u u " u :2 .- u . <<"- u "" :;.s 3'~ uo. "~ ~ 0 s, ;;; \"_-U-'_ ""7 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } ss e- ,,' ~ . / '- No. 21-02.- ~30 Estate of Carol A Fastina , Deceased GRANT OF LETTERS OF ADMINISTRATION JULY 11, 2002 AND NOW , in consideration ofthe petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that JENNIFER D FASTING is/are entitled to Letters of Administration, and in accord with such fmding, Letters of Administration LETI'ERS OF ADMINISTRATION are hereby granted to JENNIFER D FASTING in the estate of Carol A. Fastina LtfJe" lJIj";.,, e"~ Y LEWISRegister ofWiI S I FEES $ $ $ icp $ TOTAL _ $ Filed. .7.-J 1-.2002-. . . .. AD. called admin 7-11-02 50.00 12.00 Letters of Administration. . . Short Certificates ( ) . Renunciation. . . ATTORNEY (Sup. Ct.!.D. No.) ~ nn 5.00 72.00 ADDRESS PHONE Cumberland RENUNCIA liON Estate of Carol A. Fasting No. 2.1 ~ 02. - (P,30 also known as , Deceased The undersigned, Claus Eric Fastinq, Son (Relationship) (Capacity) of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters of Administration be issued to Jennifer D. Fastina Witness mv hand this 9th cay of JulV 2002 C' 'I'IP( ,,- //tV''';'' r ",I, T, ~ j:~r- (Signature) 6907 Seymour Hwy #19 Wichita Falls TX 76310 (Address) (Signature) (Address) (Signature) (Address) Sworn to or affirmed and subscribed before me this-9 +h \ !,jotary Public ! My Commission Expires: Nol8lIaI Seal lMv~~~~ (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commis.sion.) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. RW-3 HlO'i.805 RFV')/86 This is to certify that the information here given is correctly copied from an original certificate of death du}y filed with me as Local Registrar. The original eertitleate will be forwarded to the State Vital Records Oftlee for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. 1I1It'~(,rorpl;;~~~~_ ",..",~,~ "",-- I' ~~ ~'J'.- l~ lli&. ~\ '~-"" ',.<- l~I,'L ' . \"P':'a 1<=>1' - .' ,'#~ '::f.-3. . ,,^L,. .I,i;'~ \*L" .~-"~"*l ~a ~. . - ~i ~~ ~,\, '---- ',f!MfNT-~\~"i",l 'I>""'NN,,////IIIJIJI' ~'~W1 ~20A'~M Local Re istrar fee for this certificate, $2.00 P 8482661 en t AOc! 2 Date H'u;;'JIt,..2I87 COMMONWEALTH OF PEHNS'tlVANIA . DEPARTMENT OF HEALTH. VITAL RECOROS CERTIFICATE OF DEATH ~YPEJPRHH " PEcAI....NENT IK"'CI<INI< NAMEOf'DECEO(NTlf"..."M<IIe....l '" Female Sll\1"f'"ENU"6E~ SOCIAlSECU~ITYNUIl!lEfl ,208_ 38- 5298 Carol Ann Fasting Il\RHlfIt.ACE,c;,';"'d ".,&o<,'cro"l"C()W)UV) 53 .,... IJIKlEA~ _n.llla~ UkOEfllG#Ill' -!~ Mechanicsbu,rg, PlACE OF DEAf.. (Ct><<~ or"~ one __ __ '""""""""" on oINt _I liOSPITAl lr~a"...~ OTfEA ~[J A.."",_~ =,<\CJ .o.GE II... Bon"""~l , CO\INTYOF OEATli Cumberland East Pennsboro RACE.A.....''''"''I'''''''n,81lO<k,Wl\C...O (Spoc.ty) White ~. k Law "- (10",5'1 .. 110,[]_.__.. IlAFlIT.\lSTMUS.l,l..,.,.jl N....U..'.....W~ o;-"",($pecolyJ Divorced .. Monroe Twp. SU~VIVING SPOuse ,,,..... ').."'."'-''''''''~, OECEtlEIfl'SUSUAl.OCCUPAJIO/II 1G..eklnd<ll......dOt>Il"""::i!""'"' . -"reg~1\ecrer'~ry "0. n!:.. DECEO€NT'5U"'~INGAllOflESS(S""-.C"""",,"n. SIale,llpc;O<leI DECEOENT'S 967 W. Trindle Road #19 ~~~~NCE Mechanicsourg, Pennsylvania 1705 no:::=-" KINO OF BUSINE$SlINOU$TRV ,11l.C<l""___ Cumberland ~ -- rr.a'.,o 1O.......p? .. H.. Still. ... FATHER'$NAUElh'SI. M_e, l..,) l1t.D :;"""'::;"":::01 <.- I I J o ," j R.ffIO.OlkomSIII.D IKITHEA'SNAl,lE,f,",U<ldIe.r.l.--'Suoo_1 Jane Lou~e Morris " INFOflW.NT'S96r~~di:'Rb~d'#1"9Mechanicsburg, Pa. 17055 " INFOAMANT'SNAUEIT~.,.,rr.,,) ,~ lolETHOOOFOISpa$ITlOO _ Sun" [] C'.mat_ 0 Oon.o,.....O OIlwrlSpec.ty 21.. S>GWJ:UREOfFUWEPJ.l5t ICEllCEIoS Clayton E. Kitzmiller Jennifer D. Fasting J o UCfNSENUUBER " ''J'n:D 4 flldJ.1 UXATlOH.C~,Sl.t.,I"'Co<HI Mechanicsburg, Pennsylvania 21<1. n,,","IIyin9 01,,""'10 To,,,,, l>oOlolm~ .nowl~. dulk 0<"""_01 In.""'.. dol..ndplacao ...,0<1 (S~.....T""\ NA"'fANOAOOflESSOFFACI~ITY no. Myers Funeral Home, Inc. lICENSE NUl,WEA 37 East Maill Street Mechanicsburg, OAl"ESIGNED {M""on,[);>y.fe"l Pa 1705 2310. 230 w.o.SCASEREFEAI'lE010llleOlCAl.EXAMINERlCDRONEA7 ..0 ~l<l. A WJl, a ,~... :'--~ ,--- , i p.....nl: OIh"'9'oII<:tI<Il~""""obuI..-.glDdoOln.r.uo rd........ing..tM~"-_..PIJIT) \: ~ETO(Ofl.-.sACONSEQIJENCEOF), ~ b E ASZ:~~ OUE.TO(Qfl.~COt-l&QUENC'i'.()fl. WEA" AlJlOPSY FINOWGS JMt.IlAlkEPRIOATO COl.lPlETlONOFCAlJSE OFOEATH? MANNEAOl'OE....TH QAlEOf IN.!UAY \1,Iw.\h1}ay.'fo"'\ nlllE QF INJURY OeSC/lIBE tlOW INJUAY OCCUAflt:D NOMoi ;g, [J o H"",oo..;" o rJ ,,<<,<WI! P.""'....ln...,l9allOn ~li'l- _0 ~O ~- ~ ~4F--- IN RE ESTATE OF: CAROL A FASTING AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: 1. Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit. 2. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of her duties. 3. The Decedent purchased merchandise in the amount of $293.12 evidenced by account number 0554850554516. 4. The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not By: One of its att eys: Michael C. onn~ ChelseaA. Jagusch_ Angela M. Horn_ Michael D. Johnson Cyrenthia D. Jordan_ 4150 Olson Memorial Highway., Suite 200 Minneapolis, MN 55422-4804 763-852-8449 Subscribe~d sworn before me This c.J day of Ck+ , 2002. (--- I . I lie" HEATHER LYNN AN I ) ~ '. .' NOTARY PUBLIC-MINNESOTA: j ...."., MY COMMISSION EXPIRES 1-31-2J.;QS ; ~ . . ~ t_..._,_,_...".._.~...~,.',.,.._"...-.....,_.NO''''''''''"....i AFFIDAVIT OF MAILING I Lucille Roberts , , declare under penalty of petjury that on the date indicated below, I placed the envelope for collection and mailing on the date and place shown below following our ordinary business practices. On the same day that correspondence is placed for mailing, it was deposited in the ordinary course of business with the United States Postal Service in a sealed envelope with postage fully prepaid. Personal Representative: JENNIFER D FASTING Attorney for Estate: JAMES H TURNER 258 NORTH STREET HARRISBURG, P 710 ~141OL- \ \ LAw FIRM BALOGH BECKER, LTD. .lAMES A. BALOGH - MN GAAV W. BECKER - DC, FL, IL, MN, WI MICHAEL C. CONN - MN CHELSEA A. JAGUSCH - MN, WI ANGELA M. HORN - MN MICHAEL D. JOHNSON - MN CVRENTHrA D. JORDAN - MN 4150 OLSON MEMORIAL HIGHWAY, SUITE 200 MINNEAPOLIS, MINNESOTA 55422-4804 TELEPHONE 763-852-8440 FAX 763-852-8499 TOLL-FREE 888-762-9997 OF COUNSEL: UTOW LAw OFFICES, P.C. (IOWA) LuSTIG, GlASER & WILSON, P.C. (MASSACHUSETTS) 09/25/02 CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 Re: In the Estate of Probate Case No. Social Security No: Last known residence: Our Client: Account Number: Amount of Debt: CAROL A FASTING 21-02-630 208385296 967 W TRlNDLE RD MECHANICSBURG, PA 17055 SEARS, ROEBUCK AND CO. 0554850554516 293.12 Dear Sir or Madam: Enclosed please find a Creditor's claim to be ftled in the record with the above-referenced Estate. Please return a ftle stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or concerns, please call our firm toll free at 1-888-762-9997. Cordially, Is! Chelsea A. Jagusch Balogh Becker, Ltd. Attorneys for Claimant Enclosures If applicable, a check for the ftling fee cc: Attorney for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. PCRTCOV 2)16 9n412002 826169 ST ATE OF PENNSYLVANIA IN THE MA TIER OF ESTATE OF: CAROL A FASTING A/KJA CAROL ANN FASTING IN THE ORPHANS COURT OF CUMBERLAND COUNTY ESTATE#:2102630 'I, STATEMENT OF CLAIM I. The creditor, Fleet Credit Card Services, L.P., certifies that there is due and owing by CAROL A FASTING, deceased, the sum of TWO THOUSAND ONE HUNDRED SIXTY SEVEN DOLLARS AND FOUR CENTS ($ 2,167.04). 2. The nature of the claim is a VISA CARD account 4152140]25420283. which was established in 05/08/02. 3. The name and address of the claimant is: Fleet Credit Card Services, L.P., 550 Blair Mill Road, Horsham, Pennsylvania 19044. 4. The name and address of the claimant's agent is: Nicole A. Pate, Estate Recoveries, Inc., P. O. Box 24566, Baltimore, Maryland 21214. 5. This claim is not contingent and is not secured by any liens or judgments. The last payment on the account was made on 06/14/02 in the amount 01'$43.00. 6. This claim is not based on anyone instrument. Said balance has accrued since the account was established. On behalf of Fleet Credit Card Services, L.P., creditor, I do solemnly declare and affirm under the penalties of perjury that the information in the foregoing claim is true and correct to the best of my knowledge, information and belief. I have made diligent inquiry and examination, and I believe the claim is just and all legal offsets, payments, and credits made known to the affiant have been allowed. jJth,u. +-. Pl1tp~ NICOLE A. PATE Estate Recoveries, Inc. P.O. Box 24566 Baltimore, Maryland 21214 (410) 444-8022 County of Baltimore, Maryland: IN WITNESS WHEREOF, I hereunto set my hand and Notarial Seal this October 21,2002. My Commission Expires: August 8, 2004. , ?1 . STREHLEIN, Notary Public IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION I I I File No. 7.1 0?610 Estate of Carol A Fasting AfKlA CAROl, AN(' fA~TlNG , Deceased NOTICE OF CLAIM by NTrOT.F A PATF, ,u-:FNT FOR FT.FFT CRFOTT CARll !';FRVTrF!'; I P Filed Pursuant to Section 3532 (b) (2) of the Probate, Estate, and Fiduciary Code, 20 Pa. C. S. A ~ 3532 (b) (2) To the Clerk of the Orphans' Court Division: Enter the claim 0 NICOl FA PATF, Ar.FNT FOR FI FFT CRFlllT CARn !';FRVICF!'; I P (Claimant) in the amount of !l;2, 167 04 against the above entitled estate. The Decedent, who resided at 967 W..ot Trinrll.. Rn..rl # 1.t19 (Street Address) , Cnmh..rl..nrl County, Meehanicsbllrg. FA 17055-4056 (City) Pennsylvania, died on .luly OIiJ ?OO? Written notice of said claim was given to .l..nnif..r R )?..sting his Counsel) (Personal Representative, or . If known to claimant, at 967 West Trindle Road #19 MecbanicsbuTl!'. P A 17055 ( Address) ,on Octoher 21 t 2002 (Date) N lit},}) -It. P Q tp NICOLE A. PATE, AGENT Post Office Box 24566. Baltimore. Maryland 21214 ( Address) , Claimant Claimant's Counsel: ( Address) , COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DIVISON NO. 2102630 ESTATE OF: CAROL A FASTING A/KJA CAROL ANN FASTING deceased. Notice of Claim by FLEET CREDIT CARD SERVICES, L.P. med pursuant to Section 3532(b) (2) ofthe PEF Code. Nicole A. Pate, Agent ESTATE RECOVERIES, INC, P.O. Box 24566 Baltimore, Maryland 21214 (410) 444-8022 t "- Fleet P06OX171i2 wn"lngl"".CE 1I15O-71!n Account N....ber41521401 2542 0283 .~;,;N_aa~ $2,190,12 $43.00 :.:':; JUN. 19, 2002 ~-, '""~ For_nt Wormetlon cen c....."'... Servlc.. 1-800...92-2500 orlogo~1o http://mycard.f1e8lc:om . Forc...na.of.dd.....,l_....t........onbact.. . Mok.c.....kpay.blotoF_Cr.dMC.I'1lS_. FLEET CREDIT CARD SERVICE PO BOX 15368 WILMINGTON DE 19886-5368 CAROl A FAS"TING 967 WTRINDLE RD # LT19 MECHANICSBURG PA 17055-4056 eU40 !198865368682T !170554056999! 4152140125420283 0219012 0004300 Del.C~.I...m>rlrllon.nd..IwnIo"".lIov.w~hp8)'m.nl. ACCOUNT SUMMARY FOR CAROL A FASTING ~untNwnb., 4152140125420283 "- Fleet TITANIUM $0.00 $43.00 $0.00 $43.00 JUN. 19, 2002 $0.03 0.00 + 2,161.67 + 0.00 + ..45 $2,190.12 PAYMENT INFORMATION Total Credit LImit: S12,OOO.00 Available Credit: $9,801.88 Cash AdVance Umlt: $3,800.00 Cash AdVance Avallable:$3,800.00 Billing Cycle CIO$lng Data: 05123102 Days In Billing Cycte: 30 A RECORD OF YOURCHARG;ES AND CREDITS Trans8C/iOlr Posting Reference Date Date NfHTIber Transsctios1Descrlpt/ofl Credits Charges 05110 ,." 05110 ,.'" 2442U7GJIZ48NLDP 'FINANCE CHARGe' BALANCE TRANSFER WILMINGTON DE PURCHASES SUS CASH ADVANCE $0.00 2,181.$7 .... Forin/'ormatlonon your account orlo reach Fleet's ClJstomer Service 1.800-482-2500 http://my<:ard.fteet.com PO BOX 15480 WILMINGTON DE 1I8s0.54S0 ANNUAL PERCENTAGE RATE for pure,,","_ (Including Balan~ Transfers); 10.090% ANNUAL PERCENTAGE RATE forcuh advance.: 19.900% Ifyouhaftavarlabh~aeQOUnt,yourP9rlodlc~mayvary. SEE REVERSE SlOE fOR IMPORTANT INFORMATION 5311 0011 MUD '" 1702DS.3 p;os" 1 of 1 SJS7 0100 6462 OlAB5311 86140 1V C) Fleet PQI""17Ii2 'M,,"lnglatl,CE It_l1i2 Ac""untHumber41521401 25420283 '";N..84.~ $2.167.04 -_'ihium:p~~t $43.00 JUL. 22, 2002 IImO....l ,-- for_wnllnlorrrlmlonuM cu.torn..s..w...t1-&OO""92.2~1) orlooontahttp://myc:ard.f1eetcom . f'or~"""III.ol"'d....p".......formonb.o~, . _.clMckP"Yab..loFIMIC....~ContServlo.L flEET CREDIT CARD SERVICE PO BOX 15368 WILMINGTON DE 19886-5368 CAROL A FASllNG 967 W TRINDLE RD # LT19 MECHANICSBURG PA 17055-4056 131471 !198865368682! 11705540569991 4152140125420283 0216704 0004300 o.t.c~alp""or.lIC1n.nd""""'fonroobo...wMhpllY'l'''''' ACCOUNTSUMMARYFOR CAROL A FASTING _ntNumber: 4152140125420283 G Fleet TITANIUM $0.00 $43.00 $0.00 $43.QO JUL. 22. 2002 $2,190.12 43.00 . 0.00 . 0.00 . 19.92 $2,161.04 PAYMENT INFORMATION Total Credit Umlt: $12,000,00 AvallableCntdlt: $9,832.116 Cash AdVance LimIt: $3,600.00 Cash AdVance Avallable:$3,600.00 Billing Cycle Closing Date: 06/25/02 Day. In Billing Cycle: 33 Welcome to Fleet Thank you for becomIng a new Fleet Cardmember. We're here when you need us with Friendly Customer Service and Convenient Online AccountManagemfttt, Call us at 1-800-492-2500 or visIt us online at mvcard.fleet.com A RECORD OF YOUR CHARGES AND CREDITS Transactfon POst/ffl} Reference Date Oate Number Tran-sacUonoeserlpllof\ C..wijs Charges 0'''' .... 0"" "'" 7415214tiM2SEP)7DZ 'FINANCE CHAAGE' PAYMENT THANK YOU WILMINGTON DE PURCHASES $1....'U CASH AOVM4CE $0.00 ..>.00 19.12 Forlnfom1atlonon~uraccounlO(toreachFleIIl'sCvstomerSetVice: 1.8llll-G2.2500 http://mycard.neet.com PO BOX 1S4al1 WILMINGTON DE 111850-.5480 ANNUAL PERCENTAGE RATE forpurcha_llneludlngBalllneeTran.fer&):10.0tO% ANNUAL PERCENTAGE RATE foreashadY:mce$: 19.900% If you ha.,. a Vilr1able ratll aeeounl,your Pfriodle rat.. fTIiIy vary. INFORMATION FOR YOU THANK YOU FOR CHOOSING FLEET. WHERE BENEFITS, VALUE AND CONVENIENCE AJ..WAYS COME FIRST. WE LOOK FORWARD TO PROVIDING YOU wtTK OUTST ANDlHGCU$TOMER SERVICE AT 1-11lO-4&2.2SOO AND EASY ONLlNEACCESS TOYOUR ACCOUNT AT MYCARD.FlEET.COM. PREFERRED SERVICE YOU CAN EXPECT FROM FLEET! SEE REVERSE SlOE FOR IMPORTANT INFORMATION 5311 001& MGD " 17 Ol06~5 p~g.. 1 of 1 5357 0100 6~6" CllAB5311 131471 <'- Fleet PO BOll 171ft W1bnlnBtOll,O! 19MO-7182 Account Num.....41521401 2542 0283 .:jrliiWaaliiMili' $2,219.84 $88.00 ':i" ";C;; AUG. 21, 2002 ...... ,- For_ntlnlo.",_nc": C"-merslOMce",1-800-4i2-2500 ....logonlohttp://mycard.f1eeLcom .F...G""IIQ.o'oddr...~_....Io.....onb._. . Mak.o,,"ckp_yel>leloFIH!CI'IodIC.ds..v""'L FLEET CREDIT CARD SERVICE PO BOX 15368 WILMINGTON DE 19886-5368 CAROl A FASTING 967WTRINDLE RD#LT19 MECHANICSBURG PA 17055-4056 148354 !198865368682! t1705540569991 4152140125420283 0221984 0008600 Del.chlOlpertw"'lon.nd...lurnfaml._...~lIp_."'. ACCOUNT SUMMARY FOR CAROL A FASTING AccountN..........: 4152140125420283 C) Fleet TITANIUM $43.00 $43.00 $0.00 $86.00 AUG. 21, 2002 $2,187.04 0.00 + G." + 35.00 + 17.80 $2,219.84 PAYMENT INFORMATION TotalCredltUmlt: $12,000.00 Available Credtt: $0.00 Cash AdVance Limit: $3,600.00 Cash AdVance AvaUabllil:$O.OO Billing Cycle Closing Date: 07/25102 Days In Billing Cycle: 30 -----------1 I I : Save Money! : : Reet~~ I 1~.....tJobIes.::Mng<!\ I _________J Introducing Year-Round Savings from Fleet! You can make the most of your Fleet Credit Card with special offers throughout the year. look inyour mail and monthly billing statements for valuable discounts on gifts,entertainment,dining and travel. Or visit the Fleet MarketPlace at mvcard.fleet.com A RECORD OF YOUR CHARGES AND CREDITS TranstlClfon """" ""'-" D.. D.. -"., Tra<lSilC!IonOescflpllon C,.." en"", 07125 07125 LATE FEE ".00 '''''' om. "f"INAHCE CHARGE" PURCHASES $'1.aoC,I>&olADVANCE $0.00 1T.80 Forinlormationon~uraccoumo(toreachFIeet'5CustomerServlce' 1.800-412.2SOO "" ..... . http://mycard.fleetcom POBOX 15480 WILMINGTON DE 18850-5480 ANNUAl PERCENTAGE RATE for pun;:ha..s and INIlancetransfgrs (Includes any finance charge ,"s):9.980% ANNUAL PERCENTAGE RATE forc:aahad'lan<:es\Il\tludullnyflnll~ehaJp1"s);1'&.800% If you have a varlablerat'account,yourptllrlodlcrlltes may vary. INFORMATION FOR YOU YOUR ACCOUNT IS PAST DUE PLEASE SEND THE PAST DUE AMOUNT IMMEDlATELYYOU IAAY NOW MAKE PAYMENTS ONLlNE@WWW.MYCARD.FLEET.COM YOUR ACCOUNT IS CURRENTLY CLOSED PAY YOUR BILLS THE EASY WAY... UTIUTlES,INSURANCE PAYMENTS, AUTO CLUB AND CELL PHONE BILLS CAJtI ALL BE PAID BY HAVING THEMAUTOMATlCALL YCHARGED TO YOUR fl.EET CREDIT C.a.RD ACCOUNT. WRITE ONE CHECK A MONTH INSTEAD OF SEVERAL. JUST COt(fACTYOUR SERVICE PROVIDERS. SAVE TIME. SAve MONey. SAVE WORRY. SEE REVERSE SIDE fOR IMPORTANT INfORMATION "'~ll [1128 MGD '" ? 170;10725 C D P~ge 1 ot :I 5J57 0100 646. 01AB5JH 14"J5~ c.) JRD/June30,1992/17858 In Re: Estate of CAROL A FASTING Late of MONROE TOWNSHIP ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-02-630 NO. 21-2002-630 NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: JENNIFER D FASTING Counsel for Personal Representative: JAMES H TURNER ESQ Date of Grant of Original Letters: 07-11-2002 Date of Delinquency Notice: 10-11-2002 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on OCTOBER 11,2002, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 11-19-2002 ~;~=~~~ Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for / -ltJ-O 3 at F ,'3o..!1i?ln Courtroom No.3. Ifthe Certification of Notice is filed prior to the hearing date, the hearing will automatically be cancelled. George . COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAIM In Re: The Estate of: Court File No: 21-02-630 CAROL A FASTING Deceased TO: THE CLERK OF THE ORPHANS' COURT DIVISIOlllotice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. s3532(b)(2). 1) Claimant's name: SEARS, ROEBUCK AND CO. CIO BALOGH BECKER L TD, 4150 OLSON MEMORIAL 2) Claimant's address: HWY # 200 MINNEAPOLIS, MN 55422 8887629997 3) Creditor listed below is the owner and holder of a claim in the amount of $ 293.12 4) The facts upon which this claim is based is an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedent's address: 967 WTRINDLE RD MECHANICSBURG PA 17055 6) Date of Death: II 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by Dated: under the penalties of rein are true and correct On behalf of the claimant, I do solemniy declare and aff perjury that they Information and representations ma to the best 0 my k owledge, information and belief ma Written notice of claim was given to Personal Represent as stated below: JAMES H TURNER Name 258 NORTH STREET Address HARRISBURG PA 17101 City/State/Zip _See attached Affidavit of Mailing Date notice mailed Chelsea A. Jagusch/Angela M. Horn, Attorney Ive and/or his/her counsel () ~ rn b ~ ~ ." ~ 3 5 0 ~ 0 ~ ~ cil rn ~ 6 'fh "Z 0 ::I: ~ -n ~ ~ () ." (1:1 ~ (fJ \ 'CO b () 9 0 0 g ~ (j) r- %: ~ () ~ ,. ~ )<. ~ -n ~ &> ~ ,. "Z (]I rn ;: ~ 9 ~ ... ~ ?J cD -n Z tv ::I: Z Gl ... f. 0 to ~ g \:f, - \5 ." ~ () ~ t: ~ () 0 1P ~ 0 % Qj 'm ::I: ~ .l> \5 ~ \:f, z () IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF CAROL A FASTING , Deceased No. 2102630 of 2001 To the Clerk of the Orphans' Court: Enter the daim of DISCOVER FINANCIAl. SER'lICES, INC AceL 60110021402446B2 In the amount of $451.00 , against the above entitled estate. The decedent, who resided at 967 W TRINDlE RD, , MECHANICSBURG PA 17055 died on 07/06/2002 . Written notice of said claim was given to JENNIFER D FASTING ,if known to claimant, at (Personal Representative or counsel) 967 W TRINDlE RD, MECHANICSBURG, PA 17055 on November 4, 2002 (Date) , (::Ji.~ ~AAAPkJDf Address: P.O. BOX 8003, HilLIARD, OH 43026 " . Claimant's Counsel Address IN RE:ESTATE OF CAROL A FASTING STATE OF PENNSYLVANIA IN THE REGISTER OF WILLS COURT: CUMBERLAND COUNTY EST ATE NO. 21-02-630 STATEMENTOFCLAlM 1. MBNA America hereby presents for filing against the above estate this statement of claim in the amount of $ 2846.23. 2. The basis for the claim is MBNA account number 4264298539376502 which was opened on 11-20- 98. 3. The tax identification number of the claimant is 510331454. 4. The name and address of the claimant is MBNA America. P. O. BOX 15409 WILMINGTON. DE 19885-5409. 5. This claim IS NOT contingent. 6. This claim IS NOT secured. 7. The last payment made on the account was $ 75.00 on 5-11-02. Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true, to the best of my knowledge and belief Executed this .;;J I day of }J J1J..I/J17 ku ~~ MBNAAmerica ,2002 Claimant State Of Delaware, County of NEW CASTLE IN WITNESS WHEREOF, I have set my hand and notarial seal this zJ day of ----1J/ (JtLt miJ.;u.J ,2002 ~h~llWu/i &k-r ~ My Commission Expires: q (f}j/O/4.tv ~a::J3 Notary Public CAROL A*FASTING CUSTOMER INFORMATION SYSTEM * 4264298539376502 * CURBAL: 2978.23 CYCLE: 13 N CR LIN: 5400.00 STATUS: 5 CHANGED: 07/09/02 ***************************** JULY STATEMENT ***************************** POST -------REFERENCE------- TRAN --------DESCRIPTION------- BC ---AMOUNT--- MD USA 11/08/02 09:41:17 X165-1 **** NO ACTIVITY FOUND **** ***************************** JULY STATEMENT ***************************** PREV BAL - 2803.08 PAY + 0.00 SALE + 0.00 CASH + 0.00 F/C 43.15 ~~~~ 2J) PAl=BEGIN AGAIN 1 PA2=SYSTEM MENU ADBG 0006CI47 2/31 PFI0=PAGE FORWARD PFll=TRANSACTION SUMMARY 4-@ 1 MBNAIS PF09=AUGUST STMT PF18=JUNE STMT 192 .168.16.20 //Jjq/ (}l()br77 ;?9t/G. ()"> J' CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: (b to lor{. [itJ'J ng Date ofDeath: 1/tfl /2(j)2 . Will No. 1}(JJ2 -tti.J.?fj ~dmin. No. 2 J -02 - O(02() To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) o'lh'ti):)ans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on J' I, : Name ClalR (VI (i ra\11~ 'vblljl(~r 1) Fa9hf1;j Address I OS L UhQY (2..-1 . (AI if:!)'" do rzuH '\ I If 7 (p 311 C/&7 (jJ./Ymdh RLi . -It/ q fI/1f..CYO {If {(I\61/Y! f6 ('7<<n Notice has now been given to all persons entitled thereto under Rule 5.6(a) except ,~H Name\,--,~tzl1f;;), 1) !;iJ/t~) p~, Address f/ry7 {IJ .fr(fld~ (t!. -:Ii /9 II~eItCU(j(5IJJr!J i PQ 170?j~ Telephone V/J IJP" 17c!J -rf)?)f Date: 11/;:/1)2- Capacity: L Personal Representative _Counsel for personal representative 1- 1 am f/IJ actf/2iJuf/miJr C'fJN ~.J;kt1!@ /-;J- /J /: BUREAU OF INDIVIDUAL TAXES Y INHERITANCE TAX DIVISION DEPT. 280&01 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, AL~OWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JENNIFER D FASTING 967 W TRINDLE RD 19 MECHANICSBURG PA DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-24-2003 FASTING 07-06-2002 21 02-0630 CUMBERLAND 101 *' IlEV-15li1 EX,I,FP CD1-Ul CAROL A 17055 Amount Remitted 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 ... RE-y=is4TEx--AFj'--coT=o3Y-NiiYicE--oF-ltiiiERTi'iifcE-TAx-AppR'AisEMENT-.--ALL-OwiiicE-iii----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FASTING CAROL A FILE NO. 21 02-0630 ACN 101 DATE 03-24-2003 TAX RETURN WAS: (X> ACCEPTED AS FILED ) CHANGED If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of abh returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal ~ate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets <iJ <2J C3J (4J (5J (.J (7J APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return (.J (0) 13. 14. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate SUbject to Tax NOTE: (15) (6) (7) 14.000.00 .00 .00 .00 5,168.37 .00 .00 (.J 12,593.95 11.529.45 (11) (2) .00 .00 .00 .00 x 00 X 045 = X 12 X 15 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 19,168.37 (13) (14) 74.1?3 4n 4,955.03- .00 4,955.03- (19)= .00 .00 .00 .00 .00 TAX CRE"IT": AYMENT RECEIF T DISCOUNT '+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-J TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION I Estates of decedents dying on or before Dece~ber 12, 1982 ~- 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 Co..onwealth 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: To fulfill the re~uirements of Section 21~0 of the Inheritance and Estate Tax Act. Act 23 of 2000. (72 P.S. Section 91~0). PAYMENT: Detach the top portion of this Notice and submit with your Payment to the Register of Wills printed on the reverse side. ~~Hake check or II/oney order /Jayable to: REGISTER OF MILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be reQuested bv COMPleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV~1313)' Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forlls ordering: 1~800-362~2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: 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 sixtv (60) days of receipt of this Notice by: ~-written protest to the PA Department of Revenue. Board of Appeals, Dept. 281021. Harrisburg, PA 17128-1021. OR ~-election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN~ ISTRA TIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Depart~ent of Revenue, Bureau of Individual Taxes. ATTN: Post Assessment Review Unit. Dept. 280601. Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for- a Resident Decedent" (REV~150I) for an Qxplanation of adllinistratively correctable error-so DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death. a five percent (5X> discount af the tax paid is allowed. PENALTY: The 15X tax amnesty non-participation penaltv is co.puted on the total of the tax and interest assessed, and not paid before January 18. 1996. the first day after the end of the tax allnesty period. This non-participation penalty is appealable in the salle ~anner and in the the same ti~e period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquencY, or nine (9) 1I0nths and one (1) day from the date of death. to the date of pay.ent. Taxes which becalle delinquent before January 1, 1982 bear interest at the rate of six (67,) percent per annulll calculated at a daily rate of .000164. All taxes which beca.e delinquent on and after JanuarY 1. 1982 will bear interest at a rate which will vary fro. calendar year to calendar vear with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest ~~ Year ~~ Year ~ Daily ~ Year 1982 20X .000548 1987 9Y. .000247 1999 7Y. .000192 1983 16r. .000438 1968.1991 11r. .000301 2000 OX .000219 1984 11. .DD0301 1992 .X .000247 2001 9Y. .000247 1985 13X .000556 1995-199~ 7Y. .000192 2002 .. .ODOI64 1986 lOr. .00027~ 1995-1998 OX .000247 2005 OX .000137 ~~Interest is calculated as follows: INTEREST = BALAIlCE OF TAX UNPAID X NUllBEIl OF DAYS DELINQUENT X DAILY INTEREST FACTOR ~~Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessllent. If paYlllent is made after thl!! interest computation date shown on the Notice. additional interest must be calculated.