HomeMy WebLinkAbout04-0806L
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of hl~ll,d~v~.
also known as ~3~1~
Deceased,
Social Security No.
Thc petition of the undersigned respectfully represents that:
Your peHtioner(s), who is/are 18 years of age or older an the execut
in the last will of the above decedent, dated
and codicil(s) dated
No.
To:
Register of Wills for the
County of
Commonwealth of Pennsylvania
in the
named
,19 ~'
Decendent was domiciled at death in {~o rng~x [ant~ County, Pennsylvania, with_
his last family or principal residence at i'3~. ~,~t~ /~no[a 'Dih~e: tznol~ ~ p~. I]t.~
(list slreet, number and muncipality)
Decendent, then 5~ years of age, died
at ~0~nt- '
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopt,.d
after execution of the wi.l], o. ffered for probate; was not the victim Of a killing and was never adjudicated
incompetent: No .
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(if not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) th.e probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration~ c.t.a.; administration d.b.n.c.t.a,)
theron.
OATH OF .PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~ ~Lo~.~ 3'
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition arc
true and corr~t to thc best of the knowledge and belief of petitioner(s) and that as ~rson~ reprcsen-
tativ~s) of the above decedent petitioner(s) will well and truly administer the ~tate according to law.
Sworn to or affirm~and subscribed r ~~ ~~ ~
bef~methis ~1 ~ . day of [ ~ ~ ~
~.~ Reg~ter L ~
No.
Estate Of ~_~, \~,o.~.~ ~-~ ~.~c~-, . [~. , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW C
the reverse side hereof, sat/sfac'tory proof hav/ng bee~, presented before me,
IT 1S DECREED that the instrument(s) dated
described therein be admitted to probate and Fried of record ns the last will of
and Letters ~ ~ o~,~-.-_o_.~.~ '-J ~J
are hereby granted to ~ ~-~. c~o,~,.~_
~ ~ ~"~'~'~ ~.__, in consideration of the petition on
FEES
Probate, Letters, Etc ..........
Short Certificates( ) '
TOTAL
F~ed .~ :.~..-..~.. ~..~... =
A'I?ORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
OATH OF NON-SUBSCRIBING WITNESS
Estate of ~?,'lli, z~
Also known as
.,Deceased
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
~,e~ familiar with the signature of ~/~//~,~ -4~'- /~-'~ ~ ~ ~g'-' testatOrS--- of
(one of the subscribing witnesses to) the codicil/will presented herewith and that'//)f believes
the signature on the codicil/will is in the handwriting of/~/~,*//,;~,'~
.~o .t,h~e best~ '7-j}~P-~ knowledge and belief.
Sworn to or affirme~md subscribed
Before me this ~--~/ daygf '
(Name)
For the Registe~ ~ ~ (Address)
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
l.ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9964457
No.
Local Reg~ist r'ar- ~ '~ "'~'--a~'~
~/~R 0 2 2084
Date
,,,q.I 0u ya o
CERTIFICATE OF DEATH
Cumberland
138 S. Enola Drive
Enola, Pa 17025
William J. Faqan Sr,
Bonnie H.
[] 3/5/04
-------- .0o p....3
William J. FaqanJr. 1:7.ale I,.20.-'~,,-,~.,,~ I'.
I~.' Pennsboro i..uoXy Spirit Hospital I,~-'~''' I,- White
Cumberland
~.138 S. Enola Dr., Enola, Pa 17025
a~lu~ R~d~o ~om Gardonsa~. Hb~
0 ~..0
LAST WILL AND TESTAMENT
OF
WILLIAM J. FAGAN
WILLIAM I. FAGAN, having my legal residence at 120 Front
Street, West Fairview, Cumberland County, Commonwealth of Pennsylvania,
do hereby declare this to be my Last Will and Testament, revoking all other
Wills and Codicils heretofore made by me.
ITEM ONE: I direct that the expenses of my last
illness and funeral be paid from my estate as soon as practicable after my
death.
ITEM TWO: I devise and bequeath all of the remainde
of my estate and property, of whatsoever nature and wheresoever situtate,
to my wife, Bonnie Fagan, if she survives thirty (30) calendar days after my
death. I intentionally make no devise to my children should my wife, Bonnie
Fagan survive my death by thirty (30) calendar days for the reason that I am
confident that she will provide adequately for any children now living or
hereafter born to us.
ITEM THREE: If my wife, Bonnie Fagan, does not
survive thirty (30) calendar days after my death, then I devise and bequeath
all of the remainder of my estate and property, of whatsoever nature and
wheresoever situate, to my issue, per stirpes, who so survive.
ITEM FOUR: If for any reason whatsoever my wife,
Bonnie Fagan, is unable to serve as the guardian of the person of my minor
children who survive me, I appoint Connie Benton to serve in that capacity.
Should this person he unable to assume the responsibilities for any reason,
then it is my desire that her nomination of a person or persons to serve in
that capacity be allowed.
ITEM FIVE: I appoint Cumberland County National
Bank and Trust Company or its successor to serve as the guardian of any
property, including but not limited to all proceeds of insurance on my life,
which passes to a minor and with respect to which I am authorized to appoint
a guardian and have not otherwise specifically done so. In addition to the
powers given by law, i authorize such guardian of property:
(a) To use such amounts of both income and principal as it
or its successor in its sole discretion deems proper for the
support, education and welfare of such beneficiaries without
leave of any court.
(b) To receive and distribute assets in cash or in kind, or
partly in cash and partly in kind.
(c) To invest in any property without restriction to legal
investments.
ITEM SIX: All estate, inheritance, succession and
other death taxes, imposed or payable by reason of my death, and interest
and penalties thereon, with respect to all property comprising my gross
estate for death tax purposes, whether or not such property passes under
this Will, shall be paid out of the principal of my general estate, as if such
taxes were administration expenses, without apportionment or right of reim-
bursement. I authorize my legal representative to pay all such taxes at such
time or times as may be deemed advisable.
ITEM SEVEN: I appoint my wife, Bonnie Fagan,
Executrix of this Will and direct that she be permitted to serve without bond
and without any intervention of any court except as required by law. I autho-
rize my Executrix to sell, encumber, mortgage, invest, distribute in kind,
or retain any items of property of my estate in such manner as she shall
deem proper, limited only by her own discretion. If for any reason my
Executrix appointed under this Will should fail to serve in that capacity, I
appoint the Cumberland County National Bank and Trust Company, or its
corporate successor as the Executor of my Last Will and Testament, with
the same powers and privileges set forth above.
IN WITNESS WHEREOF, I have at Harrisburg, Pennsylvania, this
[t~ day of , 1975, set my hand and seal to this, my Last
/
Will and Testament consisting of three pages.
WILLIAM ~/FAG~N
SIGNED, sealed, published and declared by William J. Fagan, the
above named Testator, as and for his Last Will and Testament, in the
presence of us, who, at his request, in his presence and in the presence of
each other, have hereunto subscribed our names as witnesses.
· , Residence: -~l ~ :~ / '7,(~,,x~,. ~
-3-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: William Fagan, Jr.
Date of Death: March 1, 2004
Will No.
Admin. No. 2004-00806
To the Register:
I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
December 10, 2004
Name Address
Annette Wheeler
Joseph Fagan
William Fagan, III
8 Blackpine Drive, Mechanicsburg, PA 17050
3486 Sullivan Street, Mechanicsburg, PA 17050
113 Yellow Breeches Dr. Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except
Date: /'2,~,/,~y
Signature
Name Neil ~1. R~or( ~uire
Address 4503 ~q. Front Street
Harrisburg, PA ! 7110
Telephone (717) 238-6791
Capacity:
Persong! ~Representative
__ x _ Coun 'r for pe j onal
representr~ive
282970
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 12/06/2004
ROVNER NEIL J
4503 NORTH FRONT STREET
HARRISBURG, PA 17110-1708
RE: Estate of FAG~ WILLI~M J JR
File Number: 2004-00806
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 12/11/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Personal Representative(s)
Judge
Sincerely,
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 12/06/2004
FAGA_N BONNIE
138 SOUTH ENOLA DR
ENOLA, PA 17025
RE: Estate of FAGAN WILLIAM J JR
File Number: 2004-00806
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 12/11/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
JRDIJune 30, 1992117858
In Re: Estate of Maxine C. Plasterer
Late of Shippensburg Borough
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYL VANIA
Estate No.: 21-04-0806
NO. 21-2004-0806
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: Susan C. Weaver and Cynthia K. Clouse
Counsel for Personal Representative: Stephen D. Tiley, ESq
Date of Grant of Original Letters: 09-15-2004
Date of Delinquency Notice: 12-25-2004
The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, 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 Clerk of the Orphans' Court on
December 25, 2004, 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: 01119/2005
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
~'t,~1I05 Q:30/'lM
A hearing is scheduled for at in Courtroom No.3.
filed prior to the hearing date, the hearing will automatically b
.il'
.... ".
f ~.
If the Certification of Notice is
n I d
George
{.
JRD/June 30, 1992117858
In Re: Estate of Maxine C. Plasterer
Late of Shippensburg Borough
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-04-0806
NO. 21-2004-0806
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: Susan C. Weaver and Cynthia K. Clouse
Counsel for Personal Representative: Stephen D. Tiley, ESq
Date of Grant of Original Letters: 09-15-2004
Date of Delinquency Notice: 12-25-2004
The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, 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 Clerk of the Orphans' Court on
December 25, 2004, 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: 01/19/2005
~l~~
G!enda Farner Strasbaugh
Clerk ofthe Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
"Wl~'f, ~oo5 Q30 Mo\
A hearing is scheduled for at in Courtroom No.3. If the Certification of Notice is
filed prior to the hearing date, the hearing will automatically be cancelled.
George .
JRDIJune 30. 1992/17858
Estate No.: 21-04-0806
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYL VANIA
In Re: Estate of Maxine C. Plasterer
Late of Shipp ens burg Borough
NO. 21-2004-0806
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: Susan C, Weaver and Cynthia K. Clouse
Counsel for Personal Representative: Stephen D. Tiley, ESq
Date of Grant of Original Letters: 09-15-2004
Date of Delinquency Notice: 12-25-2004
The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, 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 Clerk of the Orphans' Court on
December 25, 2004, 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: 01/19/2005
Gl~r=~
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
')nax..~t :!.co6 '1:30 AM
)
A hearing is scheduled for at in Courtroom No.3. If the Certification of Notice is
filed prior to the hearing date, the hearing will automatically be cancelled.
REV-1500 EX (6-001
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'*' COMMONWEALTH OF
PENNSYLVANIA
. DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-<l601
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FILE NUMBER
21 04
0806
COUNlY CODE YEAR
NUMBER
I-
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W
C
W
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C
DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
FAGAN William J., Jr.
~----~_._-----.._--_..__..~_._----
DATE OF DEATH (MM-OD-YEAR)
03/01/2004
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
208-34-1249
DATE OF BIRTH (MM-DD-YEAR)
08/09/1945
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Fagan, Bonnie
SOCIAL SECURITY NUMBER
201-32-8602
~ 1. Original Retum
D 4. Limited Estate
D 6. Decedent Died Testate (AIIach copy of 1'vlH)
D 9. Litigation Proceeds Received
D 2. Supplemental Retum
D 4a. Future Interest Compromise (dale ofdealtlafler 12-12-82)
D 7. Decedent Maintained a Living Trust (AIIach ccpy of Trust)
D 10. Spousal Poverty Credit (dala of dealtl between 12-31-81 and 1-1-95)
D 3. Remainder Retum (dala of daaltl prior to 12-13-82)
D 5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (AllachSchO)
NAME
Bonnie Fagan c/o Neil J. Rovner, Esquire
FIRM NAME (W Applicabla)
Angina & Rovner, P.C.
TELEPHONE NUMBER
(717) 238-6791
COMPLETE MAILING ADDRESS
Angina & Rovner, P.C.
4503 North Front Street
Harrisburg, PA 17110-1708
(1)
(2)
(3)
(4)
(5)
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5
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!::
11.
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D:::
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. JoinUy Owned Property (Schedule F)
D 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 Liabilities, & Liens (Schedule I)
11. Total Deduc1lons (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
0.00
0.00
(6)
o
N
~
,
t--i
(7)
(8)
0.00
(9)
(10)
(11)
(12)
(13)
14. Net Value Subjec1 to Tax (Line 12 minus Line 13)
(14)
0.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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11.
:iE
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~
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
0.09 x .0 0 (15)
0.00
16. Amount of Line 14 taxable at lineal rate
____ .__ x .0 _ (16)
x .12
17. Amount of Line 14 taxable at sibling rate
(17)
18. Amount of Line 14 taxable at collateral rate
____ __om ~_ X .15 (18)
19. Tax Due
(19)
0.00
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
'L;-
..
.
Decedent's Complete Address:
STREET ADDRESS
135 SOl,lJb I;DQJ~ Drive
CITY Enola
STATE
PA
ZIP 17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits (A + B + C ) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty ( 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.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(SA)
(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 property transferred;.......................................................................................... D ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ D ~
c. retain a reversionary interest; or.......................................................................................................................... D ~
d. receive the promise for life of either payments, benefits or care? ...................................................................... D [iJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D ~
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? ........................................................................................................................ D ~
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 penanies of pe~ury. 1 declare that 1 have examined this retum. including accompanying schedules and statements, and to the best of my knowledge and belief. n is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
$()4,z-f.;"" )i ~r~
ADDRESS .
113 Yellow Breeches Drive Camp Hill, PA 17011
SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE
DATE
.CZ - ..:( e,,- 0":
DATE
ADDRESS
For dates of death on or .after July 1, 1994 and before Jar ;1' V. h.._.~,".......h__._.__._. "'" r the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1)(1)]. --'''...--...C.L.. 0\ A ~ - I /)
For dates of death on or after January 1,1995, the tax ~...... _,,_. Irviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving ,...... ........... -ts 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 frol
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2:.
The tax rate imposed on the net value of transfers to 0'
The tax rate imposed on the net value of transfers ~
individual who has at least one parent in common wit~
~........--. ~_........
_.....,.-..~.- ..
. -.'~ '--, "--,.,~^
~'. k, _"""
_r_.....~,_........__.. .
for the use of a natural parent, an adoptive parent,
in 72 P.S. ~9116(1.2) [72 P,S. ~9116(a)(1)].
,.3)]. A sibling is defined, under Section 9102, as an
-."."".... -~..,_..--
,/
REV-150S EX+ (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FAGAN Williamm J., Jr.
FILE NUMBER
2104-0806
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. This estate was opened for litigation purposes only.
Estate claim was subsequently rejected and closed.
The Estate has no assets.
TOTAL (Also enter on line 5, Recapitulation) S
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
0.00
BUREAU OF INDIVI~~CT-~~~
INHERITANCE TAX DIVISfpN_
PO BOX 280601 .
HARRISBURG PA 17128-0601
n~
" I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
11-28-2005
FAGAN JR
03-01-2004
21 04-0806
CUMBERLAND
101
APPEAL DATE: 01-27-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9~!_~~9~~_!~~~-~~~~------~___~~!~!~_~9~~~_~9~!!9~_~9~_Y9~~_~~99~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WILLIAM J FILE NO. 21 04-0806 ACN 101
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
WILLIAM
J
t"Jj
BONNIE ''FAGAN
ANGINO & ROVNER
4503 N FRONT ST
HBG
PA 17110
ESTATE OF
FAGAN JR
DATE 11-28-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule IJ
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
(9)
(10)
.00
.00
(11)
(12)
(13)
(14)
00
.00
.00
.00
NOTE:
If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
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
19. Principal Tax Due
TAX CREDITS:
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045=
.00 X 12 =
.00 X 15 =
(19)=
.00
.00
.00
.00
.00
(15)
(16)
(17)
(18)
. ~, n_.__. '+J AMOUNT PAID
DATE NUMBER 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 PAYMENT IS REQUIRED. I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU ~~'"
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Cu~~erland County - Register or Wl~~S
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2006
ROVNER NEIL J
4503 NORTH FRONT STREET
HARRISBURG, PA 17110-1708
RE: Estate of FAGAN WILLIAM J JR
File Number: 2004-00806
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
3/01/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
I/J . ~
)ttlt/P~ ~
J
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
ANGINa & ROVNER, P .C.
4503 NORTH FRONT STREET
HARRISBURG,PA 17110-1708
RICHARD C. ANGINO
NEIL]. ROVNER
JOSEPH M. MELILLO
DAVID L. LUTZ
MICHAEL E. KOSIK
RICHARD A. SADLOCK
JOAN L. STEHULAK
LISA M. B. WOODBURN
DARYL E. CHRISTOPHER
717/238-6791
FAX 717/238-5610
WWW.ANGINCJ..ROVNER.COM
E-MAIL: NROVNER@ANGINCJ..ROVNER.COM
February 6,2006
Ms. Glenda Farner Strasbaugh
Cumberland County Register of Wills
One Courthouse Square
Carlisle, P A 17013
RE: Est. of William J. Fagan, Jr.
2004-00806
Dear Ms. Strasbaugh:
Please be advised that we no longer represent the above captioned Estate. We rejected this case on June
8,2005. Should you have any questions, please do not hesitate to contact me.
1'.-;JPhn2ill
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Cumberland County - Register Of Wills
One Courthouse Square
o -.. ~.... 1 ~ -t 1 --
,-o...L..L..J...~..Le,
FA 17013
Phone: (717) 240-6345
Date: 2/07/2006
FAGAN BONNIE
138 SOUTH ENOLA DR
ENOLA, PA 17025
RE: Estate of FAGAN WILLIAM J JR
File Number: 2004-00806
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
3/01/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
/'
~.
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Judge
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P\.x~~i@.;t{e!t~' (Jllf~/~lI~]-Bi of ':C7ilTJJ.bt81i~Iilili.d CG;"iuLTI~~l
STATUS REPORT Ul'JuER RULE 6.12
Name of Decedent: //)':LL'(( /'/? r P~A-/'J ~ k:
Date of Death: - '9 - /.- 0 .'1
"Estate No.: ..1dOt/- n{)g-i1~
.
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 ~ No 0
2. If the answer is No, state when the persor.a1 representative reasonably believes that
the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? .
Yes El No 0
b. The separate Orphans' Comi No, (if any) for the personal representative's
account is:
c, Did the personal representative state ~1 account informally to the pa..'iies in
irrterest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or infonnal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report,
Date: c: - /3 - rJt...
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Sig-'.....ature
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717 - 7:17., 7,,~~
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