HomeMy WebLinkAbout03-0637 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Louise R. Fahnestock NO. ~Qt-~3- b37
also known as To:
Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 196-14-(~312 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executors named
in the last wilt of the above decedent, dated October 20 , I~ 1993
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h~r last family or principal residence at 3645 Ritner Highway~ West Pennsboro Township
(list street, number and muncipality)
Decendent, then 78 years of age, died wo,:,~,,,ber i ,1~,
at 3645 Ritner Highway. New-ville. PA 17241
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for prob.ate; was not the victim of a killing and was never adjudicated
incompetent: Decedent was marriect to Harold E. Fahnestoc-k. He died on June 19, 2003.
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All.personal property $ 5000.00
(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) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
'~ ~ TAm H /Fahnestock F. J
~.~ 3663 Ritner Highway 215 Springfield Road
~'= Newville. PA 17241 Newville. PA 17241
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ]~ ss
COUNTY OF Cumberland
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administ_~r the estal.e according to law.
Sworn to or affirmed and subscribed
before,xne this ! ~[.: day of {
-- - ~Lv~ g .~ (~ [], Register
No..9/- &3"/
Estate Of Louise R. Fahnestock , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~klfi. n.~ .,~ o.9t90_~ ~,~ , in consideration of the petition on
the reverse side here~}, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated Nc~vmmh~r
described therein be admitted to probate and filed of record as the last will of Louise R. Fahnestock
and Letters Tastamentary
are hereby granted to Tim H. Fahnestock and Rosemary F. Johns
FEES
Probate, Letters, Etc .......... $/~, ~)D Richard L. Webber, Jr. (J49634
Short Certificates( ) .......... $ ,~, ~ ATTORNEY (Sup. Ct. I.D. No.)
~W.,iv~ ~ ..... $ /,~OO- 126 East King Street
,.~0. ~ $ /0 oc~ ADDRESS
TOTAL ~ $ ~. OO
Shippensburg, PA 17257
Filed ...~.-. ~ :'.~..eg.~. ................... PHONE
-~~ ~2]b CaJ~ (717) 532-7388
his is to certify that the information here given is correctly copied from an original certificate of death duly filed wit. l~ me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fiiing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
? 8711164 ~& ,2
No. ~ C - '~,~e .
~ COMMONWEALTH OF PENNSYLVANIA · OEPAR~MENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH ~ .
~se R. ffahnes[ock L~ema[e =;,196n ~ 14 ~ 0312J~. 11-O1~2002
~C~ber[and m. ~. ~enneboro ~p 3645 R~gner Bighway I~ ~,~ ~h~te
~m'sM~~m.c~.~.zec~ ~CE~ PA 1~ ~ w~M West Pennsboro Twp.
3645 Ritner Highway ~ '~ ~
Neville, PA 17241 ~ ~m,
,~ ~ s~.~ C~berland , ~ ~~ ,
Clarence J. Rook Almeda M. G~4er
~ Ba~o[d ~. ~ahne~ock ~ 3545 ~e~.E~g~wa~, ~e~[[e~ ~ 1.7241
....
'~ .................... ~ ...... ],,~ / ~o
I~1 '
c:\wp5'l\wiHs\fahnestock.lou - f'de # 28?5-92-03
LAST WILL AND TESTAMENT
OF
LOUISE R. FAHNESTOCK
I, LOUISE R. FAHNESTOCK, of 3645 Ritner Highway, Newville, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form
following:
FIRST: I hereby expressly revoke all Wills and Codicils heretofore made by me.
SECOND: I hereby direct my Executrix to pay all my just debts, funeral and
administrative expenses out of my estate, as soon as practicable after my death.
THIRD: I direct that all taxes which may be assessed in consequence of my death of
whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of
the administration of my estate.
FOURTH: Should my husband, HAROLD E. FAHNESTOCK, survive me by thirty (30)
days, I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and
wheresoever situate, to my husband, HAROLD E. FAHNESTOCK. Should my husband,
HAROLD E. FAHNESTOCK, predecease me, or should not be living on the thirty-first day
following my death, I give, devise and bequeath the remainder of my estate to my issue living on
the thirty-first day following my death, per stirpes.
FIFTH: I hereby nominate, constitute and appoint my husband, HAROLD E.
FAHNESTOCK, to be the Executor of this my Last Will and Testament. In the event that
HAROLD E. FAHNESTOCK shall be unable to serve as Executor for any reason, I then nominate,
c:\wp5'l\willa\falmestock.lou - fde # 2875-92-03
constitute and appoint my son, TIM H. FAHNESTOCK, and my daughter, ROSEMARY F.
JOHNS, as executors. No personal representative shall be required to file bond in this or any
other jurisdiction.
SIXTH: In addition to the powers conferred by case law, by statute and by other
provisions of this Last Will and Testament, my personal representative, and any successors in that
capacity shall have the following discretionary powers applicable to all real and personal property
held by them, which powers shall be effective without Order of any Court and which shall exist
and continue until the time of actual distribution:
A. To retain any property of any nature received by them for whatever
period it shall be deemed advisable;
B. To invest and reinvest all or any part of the assets of my Estate without
regard to statutes limiting the property which a fiduciary may purchase;
C. To sell, transfer, exchange or otherwise dispose of, any part of the
assets of my Estate, for cash or on terms, publicly or privately, or to lease, without
liability on the purchasers to see to the application of the proceeds, and to give
options for these purchases without the obligation to repudiate them in favor of a
higher offer;
D. To execute and deliver 'any deeds, leases, assignments or other
instruments as may be necessary to carry out the provisions of this Will;
E. To borrow money, if necessary to facilitate the administration and
closing of my Estate, including the right to borrow money from any bank, and to
mortgage or pledge any asset of the estate as security;
c:\wpS'l\wills\fahncslock.lou - f'd¢ // 287.5-92-03
F. To loan to, and to purchase assets from, my Estate, even if it is also
acting as Executor thereof.
G. To assume continuance of the status of any beneficiary with regard to
death, marriage, divorce, illness, incapacity and similar incidents or matters in the
absence of information deemed reliable without liability for disbursements made on
such assumption;
H. To make any distribution hereunder either in kind or in money, or
partially in kind and partially in money, considering of course the reasonable wishes
of the beneficiary. Distribution in kind shall be made at the appraised value of the
property distributed, as it is set forth in the Inheritance Tax Return filed in my Estate;
I. To exercise any subscription right in connection with any security held
hereunder, to consent to or participate in any recapitalization, reorganization,
consolidation or merger of any corporation, company or association, the securities
of which may be held hereunder; and to delegate authority with respect thereto, to
deposit investments under agreements, to pay assessments, 'and generally to
exercise all rights of investors;
J. To continue in any partnership, joint venture, joint ownership or other
business enterprise of which I am a part at the time of my death;
K. To compromise claims;
L. To continue for whatever period of time my personal representative
shall deem necessary any ownership as a tenant in common or as a partner, in real
estate or other property and to act as I would have done had I been living;
M. To do all other acts in their judgment necessary or desirable for the
proper management, investment and distribution of the assets of my Estate;
c:\wp5'l\wills\fahncstock.lov - file # 2875-92-03
N. I direct that my Executors shall be compensated for the services it
renders to my Estate in accordance with its prevailing schedule of fees in effect
during the time when said services are rendered.
O. Should any changes occur in the Internal Revenue Code or
Pennsylvania Statutes after the date of the execution of this Will which affect the tax
liability of my estate, then to the extent possible and as may be permitted by law,
my personal representative shall have the power and discretion to interpret this Will
and to administer my Estate in a manner which results in the lowest tax liability
possible.
IN WITNESS WHEREOF, I hereunto set my hand and seal this ~ 0 ~ day
Louise R. Fahnestock
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
4
c:\wp~'l\wills\fahnestock.lo~ - file # 2875-92-03
COMMONWEALTH OF PENNSYLVANIA ·
· SS.
COUNTY OF CUMBERLAND ·
I, LOUISE R. FAHNESTOCK, Testatrix, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free
and voluntary act for the purposes therein expressed.
Sworn or O.~)r~ to and acknowl~e/d~ )9_efoz.[reA m,e, by LOUISE R. FAHNESTOCK,
Testatrix, this day of {/_~._./('_..~J.~ ,1993.
Louise R. Fahnestock, Testatrix
Notary ~[~blii: "'-- - '
NOTARIAL SEAL
MERLENE MARHEVKA. Notary Pul)Ilo
Carlisle. Cumberland County. Pa.
M)- Commission Expires 6/7/94
e:\wp~l\wills\fahnestock.lou - file # 2875-92-03
COMMONWEALTH OF PENNSYLVANIA ·
· SS.
COUNTY OF CUMBERLAND ·
We, ROGER M. MORGENTHAL and TERESA J. BUR_KHOLDER , the witnesses
whose names are signed to the attached or foregoing instrument, being duly qualified according
to law, do depose and say that we were present and saw Testatrix, LOUISE R. FAHNESTOCK,
sign and execute the instrument as her Last Will; that she signed willingly and that she executed
it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing
and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the
Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or
undue influence.
Sworn or affirmed to and subscribed to before me by ROGER lvI~-~ORSENTHAL and
TERESA J. BURKHOLDER , witnesses this _r~.~ day of /.~.) ~z/-~~_~ 1993.
Witness
~/ Witness
- ~-otary P'b~eti~, - '
NOTARIAL SEAL
MERLENE .MARHEVKA. Not~y Public
Carlisle. Cumberland County. Pa.
My Commiuion Expires 6/7/9~
LOUISE R. FAHNESTOCK
LAW OFFICES
FLOWER, MORGENTHAL,
FLOWER & LINDSAY, P. C.
11 EAST HIGH STREET
CARLISLE, PENNSYLVANIA 17013
IN RE: LOUISE R. FAHNESTOCK, LATE : IN THE COURT OF COMMON PLEAS OF
OF TOWNSHIP OF WEST PENNSBORO, : CUMBERLAND COUNTY, PENNSYLVANIA
CUMBERLAND COUNTY, PENNSYLVANIA, : ORPHANS' COURT DIVISION
DECEASED : ESTATE NUMBER 2003-00637
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedem: LOUISE R. FAHNESTOCK
Date of Death: November 1, 2002
Will No. 2003-00637
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 August 7, 2003:
Tim H. Fahnestock Rosemary F. Johns
3663 Rimer Highway 215 Springfield Road
Newville, PA 17241 Newville, PA 17241
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date:
Signature
Name: Richard L. Webber, Jr., Esquire
Address: Weigle & Associates, P.C.
', '~:.~ 126 East King Street
-" Shippensburg, PA 17257
'.'~ .i i ~. ~[ ?!,Te ~.l~_.hone: (717) 532-7388
Capacity: Personal Representative
X Counsel for Personal
Representative
EV-tS00EX¢-00) OFFIC!AL USE ONL. Y
REV-1500
~~ PENNSYLVANIA
· DEPARTMENT OF REVENUE INHERITANCE TAX RETURN
~'~l,'~,~J4~,~"~ DEPT. 280601 2 1 _ 0 3 0 0 6 3
PA1 128-0 01 RESIDENT DECEDENT cou ooo -- --
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Z Fah~estocA, ~ouise ~. 196 -- 14 - 0312
III DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
LU 11/01/02 12/13/23 REGISTER OF WILLS
LLJ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ Yah~estock, ~arold g. 186 -30 - 6526
,;
"' E~ 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return (date of death prior to 12-13-B2)
,~, n, ,,'r~ 4. Limited Estate ~ 48. Future Interest Compromise (date of death after 12-12-82) E~ 5. Federal Estate Tax Return Required
6. Decedent Died Testate (Attach copy of Will) [] 7. Decedent Maintained a Living Trust (A~ch copy of Trust) 0 8. Total Number of Safe Deposit
Boxes
,,i
[] 9. Litigation Proceeds Received E~ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) !.~ 11. Election to tax under Sec. 9113(A)(Attach Sch O)
<
Z
"' NAME COMPLETE MAILING ADDRESS
,-,
z Richard ~ Wgbber, Jr., gsqulre
o ' 126 E. K'[~§ Street
=- FIRM NA,M.E (l[App.~cable) .
,,, we:]_§_La e Associates, P.C, ShlpDe~sburg, PA 17257
'"' TELEPHONE NUMBER
o
o (717) 532-7388
" c:~OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) 7 9 7.0 4 ~, ~ , ~,
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash. Bank Deposits & Miscellaneous Personal Property (5) ,,
(Schedule E) -
~ 6. Jointly Owned Property (Schedule F) (6)
,~ [] Separate Billing Requested
-J 6,892.02
::::) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
I'- (Schedule G or L)
,¢~ 8. Total Gross Assets (total Lines 1-7) (8) 7,689 · O0
LLI 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 7 :~ 489. O0
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10) (11) 7,489 · 00
12. Net Value of Estate (Line 8 minus Line 11) (12) 200.06
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 200.06
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 the
taxable
at
spousal
tax
~ rate, or transfers under Sec, 9116(a)(1.2) 200.06 x .0 O0 (15) 0.00
16. Amount of Line 14 taxable at lineal rate x .0 __ (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
t~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19) 0. O0
Decedent's Complete Address:
STREET ADDRESS
3645 Ritner Highway
CITY Newville STATE PA I ZIP 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 0.O0
2. Credits/Payments
A. Spousal Poverty Credit
B, Prior Payments
C. Discount
Total Credits ( A + B + C ) (2)
3. Interest/Penalty 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)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) O o O0
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 0. CO
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; .......................................................................................... []
b. retain the right to designate who shall use the property transferred or its income; ............................................ []
c. retain a reversionary interest; or .......................................................................................................................... []
d. receive the promise for life of either payments, benefits or care? ...................................................................... []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] [~//
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which /
contains a beneficiary designation? ........................................................................................................................ [~/ []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
AD'DRESS '/ / - --
3663 Ritner Hishway, Newville, PA 17241 215 Springfield Rd. Newville, PA 17241
SIGNATURE OF PREPARER OTHER THAN R~RESENTATIVE/,,~
...../
ADDRESS .
126 East King Street, ShippensbUrg, PA 17257
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) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate 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)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §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.
"~"~*'~*~' ~ SCHEDULE B
COMMONWE~'T" OF P~NNSY'VAN,A STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Louise R. Fahnestock 21-03-0637
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Prudential common stock - 27 shares @ $29.52 per share. 797.04
TOTAL (Also enter on line 2, Recapitulation I $ 797.04
REV-1510EX+ (2-87} ~ ~ ~
SCHEDULE G
COMMONWEALTH OF PENNSYLVANIA TRANSFERS
INHERITANCE TAX RETURN
RESIDENT DECEDENT PLEASE PRINT OR TYPE
ESTATE OF FILE NUMBER
Louise R. Fahnestock 21-03-00637
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
DECD. DOLLAR VALUE
ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE % OF DECEDENT'S
NUMBER i Include name of the transferee, their relationship to decedent, date of transfer. OF ASSET INT. INTEREST
1. Wachovia Bank N.A. IRA #257410060298974 6892.02 100% 6892.02
Harold E. Fahnestock
3645 Ritner Highway
Newville, PA 17241
Husband of decedent.
Date of transfer - 11/1/02
TOTAL (Also enter on line 7, Recapitulation) $ 6892.02
(If more space is needed, insert additional sheets of same size.)
REV-1511 EX+ (12-99) .~
' . SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Louise R. Fahnestock 21-03-00637
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
Fogelsanger - Bricker Funeral Home - Fun eral Bill 6246.00
2. Big Spring Presbyterian Church - donation 175.00
3. Minister - funeral 100.00
4. CV Memorial Gardens - opening of grave~ 900.00
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)
Claimant
Street Address
City State __ Zip
Relationship of Claimant to Decedent
4. Probate Fees
Cumberland County Register of Wills 53.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
Misc. Expenses:
7. Cumberland County Register of Wills - filing fee for
Inheritance Tax Return 15.00
74,89,00
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
SCHEDULE J
COMMONW LTN OF P NNS¥'VAN,A BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Louise R. Fahnestock 21-03-00637
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 outright spousal distributions)
1. Harold E. Fahnestock Husband 100%
3663 Ritner Highway
Newville, PA 17241
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
[[. NONITAXABLE 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 I[- 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)
LOUISE R. FAHNESTOCK
LAW OFFICES
FLO~ER~ MORGENTHAL,
FLO~ER & ~DS~ P. C.
~ST ~GH ~
LAST WILL AND TESTAMENT
OF
LOUISE R. FAHNESTOCK
I, LOUISE R. FAHNESTOCK, of 3645 Ritner Highway, Newville, Cumberland County,
Per~nsylvania, declare this instrument to be my Last Will and Testament, in manner and form
following:
FIRST: I hereby expressly revoke all Wills and Codicils heretofore made by me.
SECOND: I hereby direct my Executrix to pay all my just debts, funeral and
administrative expenses out of my estate, as soon as practicable after my death.
THIRD: I direct that all taxes which may be assessed in consequence ~f my death of
whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of
the administration of my estate.
FOURTH: Should my husband, HAROLD E. FAHNESTOCK, survive me by thirty (30)
days, I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and
wheresoever situate, to my husband, HAROLD E. FAHNESTOCK. Should my husband,
HAROLD E. FAHNESTOCK, predecease me, or should not be riving or~ the thirty-first day
following my death, ! give, devise and bequeath the remainder of my estate to my issue living on
the thirty-first day following my death, per stirpes.
FIFTH: I hereby nominate, constitute and appoint my husband, HAROLD E.
FAHNESTOCK, to be the Executor of this my Last Will and Testament. In the event that
HAROLD E. FAHNESTOCK shall be unable to serve as Executor for any reason, ! then nominate,
constitute and appoint my son, TIM H. FAI-INESTOCK, and my daughter, ROSEMARY F.
JOHNS, as executors. No personal representative shall be required to file bond in this or any
other jurisdiction.
SIXTH: In addition to the powers conferred by case law, by statute and by other
provisions of this Last Will and Testament, my personal representative, and any successors in that
capacity shall have the following discretionary powers applicable to all real and personal property
held by them, which powers shall be effective without Order of any Court and which shall exist
and continue until the time of actual distribution:
A. To retain any property of any nature received by them for whatever
period it shall be deemed advisable;
B. To invest and reinvest all or any part of the assets of my Estate without
regard to statutes limiting the property which a fiduciary may purchase;
C. To sell, transfer, exchange or otherwise dispose of, any. part of the
assets of my Estate, for cash or on terms, publicly or privately, or to lease, without
liability on the purchasers to see to the application of the proceeds, and to give
options for these purchases without the obligation to repudiate them in favor of a
higher offer;
D. To execute and deliver 'any deeds, leases, assignments or other
instruments as may be necessary to carry out the provisions of this Will;
E. To borrow money, if necessary to facilitate the administration and
dosing of my Estate, including the right to borrow money from any bank, and to
mortgage or pledge any asset of the estate as security;
2
F. To loan to, and to purchase assets from, my Estate, even if it is also
acting as Executor thereof.
G. To assume continuance of the status of any beneficiary with regard to
death, marriage, divorce, illness, incapacity and similar incidents or matters in the
absence of information deemed reliable without liability for disbursements made on
such assumption;
H. To make any distribution hereunder either in kind or in money, or
partially in kind and partially in money, considering of course the reasonable wishes
of the beneficiary. Distribution in kind shall be made at the appraised value of the
property distributed, as it is set forth in the Inheritance Tax Return filed in my Estate;
I. To exercise any subscription right in connection with any security held
hereunder, tO consent to or participate in any recapitalization, reorganization,
consolidation or merger of any corporation, company or association, the securities
of which may be held hereunder; and to delegate authority with respect the~'eto, to
deposit investments under agreements, to pay assessments, 'and generally to
exercise all rights of investors;
J. To continue in any partnership, joint venture, joint ownership or other
business enterprise of which ! am a part at the time of my death;
K. To compromise claims;
L. To continue for whatever period of time my personal representative
shall deem necessary any ownership as a tenant in common or as a partner, in real
estate or other property and to act as I would have done had ! been living;
M. To do all other acts in their judgment necessary or desirable for the
proper management, investment and distribution of the assets of my Estate;
- !
N. I direct that my Executors shall be compensated for the services it
renders to my Estate in accordance with its prevailing schedule of fees in effect
during the time when said services are rendered.
O. Should any changes occur in the internal Revenue Code or
Pennsylvania Statutes after the date of the execution of this Will which affect the tax
liability of my estate, then to the extent possible and as may be permitted by law,
my personal representative shall have the power and discretion to interpret this Will
and to administer my Estate in a manner which results in the lowest tax liability
possible.
~Z 0 ~ day
IN WITNESS WHEREOF, I hereunto set my hand and seal this
SIGNED, SEALED, PUBUSHED and
DECLARED in the presence of:
COMMONWEALTH OF PENNSYLVANIA -
: SS.
COUNTY OF CUMBERLAND :
I, LOUISE R. FAHNESTOCK, Testatrix, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it willingly; and that ! signed it as my free
and voluntary act for the purposes l~erein expressed.
Sworn oro~)r~ to and acknowlf~,~l'!~e..d J~efoTe re.e, by LOUISE R. FAHNESTOCK,
Testatrix, this day of _(/.~._.,/(~.~-~).~.~'~_. ., 1993.
Louise R. Fahnestock, Testatrix
NOtarY ~bli~ ',._- -
NOTARIAL SEAL
MERLENE MARHEVKA. Not~r¥ P~tto
C~rlisle. Cumberlan~l Count~. Pa.
~y C0mml,sl~ Expire~ 6/7/94
5
w
Debra A. Zinn
Branch Offioe Coordinator
t_egg Mason Wood Walker, INcorporated
4t9 5~,onehedge Drive, Suite L Carlisle, PA
7~7-25~.4363 800-348.t2'76 Fax:717,258.4432
Advising Investors Since 1899.
88/i2/2803 15:82 7i7-258-4492 LEGG MASON CARLISLE PAGE 82
Historical Database in Leggl.gw~ _ - Au9 08 13:17
PRU DAILY SUM/VLARy Pa~; 1
DATE HIGH LOW OPEN : CLOSE VWAP VOLUME BLKS
08/07/03 35.990 35.220 35 350 35.900 32.05 127~000 12
08/06/03 35.960 35.140 35 210 35.550 35.58 2270700 39
08/05/03 35.420 34.560 34 750 34.620 34.92 1261600 10
08/04/03 35,120 34,350 35 080 34,650 34,65 1634600 26
08/01/03 35,690 35.040 35 600 35.300 35.31 1586800 11
07/31/03 36.150 35.460 36 070 35.580 35.84 1693800
07/30/03 36.250 35.730 36 050 36.030 35.98 1606700 27
07/29/03 36,580 35.910 36 500 36.200 36.23 1400300 20
07/28/03 36.930 35,850 36 080 36 700 36.44 1779800 23
07/25/03 36.150 35.200 35 270 36 150 35.72 1428600 19
07/24/03 36.100 35.270 35.800 35 370 35,64 1374700 19
07/23/03 35.500 35.220 35.300 35 320 35.35 1078200 9
07/22/03 35.~80 34,990 35,500 35 300 35.27 1876500 20
07/21/03 36,350 35.250 36 350 35 610 35.57 1380500 19
07/18/03 36.300 35,300 35 480 36 230 35.91 1797400 20
07/17/03 35.400 34,990 35 000 35 150 35.21 1~54800 13
07/16/03 35.800 34.720 35 550 35 000 35.14 2798400 46
07/15/03 36.470 35.300 36 450 35 450 35.71 1626700 21
07/14/03 36.050 35.320 35 420 35.850 35.82 2520900 40
07/11/03 35.350 34,870 34 980 35.190 35.10 1316400 14
07/10/03 35.390 34.810 35 300 34.930 35.03 1507200 18
07/09/03 35.850 35.290 35 500 35,450 35.52 2114800 40
07/08/03 35.490 34.890 35.080 35.450 35.21 2287200 33
07/07/03 35.S00 34.869 35.000 35 300 35.19 1970600 32
07/03/03 35.000 34,410 34.760 34 830 34 87 1218600 24
07/02/03 34.950 33,980 34.070 34 900 34 50 2769300 69
07/01/03 34.060 33.510 33 650 34 000 33 83 2820200 37
06/30/03 34.120 33.520 33 800 33 650 33 77 3059200 61
06/27/03 34.100 33,660 33 800 33 800 33 89 1669000 20
06/26/03 33.900 33.100 33 150 33 620 33 59 2274500 40
06/25/03 33.500 32.910 32 950 32 980 33 23 1730300 26
06/24/03 33.410 32.750 32 880 33 240 33 07 2174400 41
06/23/03 33.180 32 620 32 7~0 32 780 32,85 2005700 35
06/20/03 33 350 32 710 32 740 ~2~85J3__ 32.@7 3293000 24
06/19/03 34 170 32 730 34 170 ~'~'32.730.> 33.14 1561000 9
06/18/03 34 550 33 970 34,300 --~.~ 34.20 1305700
06/17/03 34 730 34 290 34.460 34,360 34.44 1409700
06/16/03 34 630 33 680 33.680 34.500 34.27 1499400 13
06/13/03 34 120 33 220 34,000 33.640 33.58 993300 17
0~/12/03 34 200 33 680 33.800 33.900 33.94 1675100 22
06/11/03 33 680 32 830 32.870 33.~80 33.45 1420500 20
06/10/03 33 050 32 620 32,830 33.040 32.92 1119100 11
06/09/03 33 090 32 600 32.950 32.830 32.85 ~442800 19
06/06/03 34 000 32 960 33.~00 33,070 33.56 2460400 40
06/05/03 33 570 33 0S0 33.460 33.400 33.36 2029100 26
06/04/03 33 700 33 250 33.610 33.460 33,47 1660400 30
06/03/03 33.780 33 200 33.500 33 610 33.54 1~28300 7
D6/02/03 33.840 33 200 33.700 33 360 33.58 1794500 21
95/30/03 33.550 32 560 32.600 33 520 33.28 2291,500 35
~5/29/03 33.420 32 530 33.300 32 610 33.03 1971700 25
]5/28/03 33 360 32 950 33.020 33 200 33.17 2453400 39
)s/27/03 33 360 32 SOU 32 890 33 120 33.09 1971400
)5/23/03 33 12 32 75 32 75 32 88 32.97 2164500 36
)5/22/03 32 82 31 28 32 15 32 75 32.51 1786800 23
)5/21/03 32 30 31 60 31 72 32 27 32.07 1799800 21
)5/20/03 32 29 31 53 32 20 31 70 31.80 2338700 38
)5/19/03 ~2 ~ 31 94 32 40 31 96 32,19 1579300 26
15/16/03 33 25 32 76 32 82 32 91 32,98 1881900 34
,5/15/03 32 90 32 50 32 75 32.82 32.74 1789700 37
E·]
Historical Database in Le991.gws _ - Aug 08 13:17
PRU DAILY SUM~CARy Page:
DATE HIGH LOW OPEN CLOSE VWAp VOLUME BLKS
11/25/02 30.17 29.60 29.95 30,03 29.92 2075600 39
11/22/02 30.19 29.64 29,83 30,13 30.03 1888100 42
11/21/02 30,30 29,22 29.60 29,82 29.81 2865500 60
11/20/02 29.61 28.70 29.34 29.57 29,20 2891200 53
11/19/02 29,99 29.24 29.85 29.34 29.63 1822200 44
11/18/02 30.09 29.55 30.00 29.72 2~.87 2321~00 53
11/15/02 30,45 29.90 29.91 30.00 30.02 1987900 52
11/14/02 30,64 30.07 30.15 30.28 30,39 1533700 31
11/13/02 30.16 29.35 29.70 29.88 29.76 2431500 3~
11/12/02 30,00 29.15 29,80 29.58 29.67 2716100 41
11/11/02 30,27 29.30 30.20 29.38 29.66 1189300 19
11/08/02 30,35 29.60 29.95 30.25' 30.07 2413600 45
11/07/02 30.71 29.48 30.71 29.93 29.96 2884100 43
11/06/02 31,00 29,08 29.25 30.71 30.07 3702200 67
11/05/02 29,47 28.80 29,19 28.90 29.06 3017400 49
11/04/02 30,25 29.18 29,70 2,9- 29 77
11/01/02 ~9'~3 28.36 29 12 ~~ 28.95 1653100 33
- 29 ~2' - ~900900 29
10/31/02 29.~s ~8.99 29.oo ...... 29.33 25~4100 ~0
zo/3o/o2 29 oo 27.85 2~.49 29.00 28.~ 24~5~00 50
10/29/02 29 05 28,55 28.95 28,74 28.73 2384000
10/28/02 30 46 29.36 30.01 29 50 29.77 2263800 31
10/25/02 30 10 29.00 29,40 30 01 29,56 151~600 29
~0/24/02 29 80 29,35 29.35 29 74 29.~6 2636800 49
10/23/02 29 55 28.84 29.25 29 35 29.04 2~22700 50
10/22/02 29 93 28.?~ 29.89 29 25 29.3~ 2260700 37
10/~z/0~ 30 40 29.40 30.20 30 l? 29.98 28~0600 81
10/18/02 30 27 28.74 2~.20 30 26 29.5~ 2642B00
10/17/0~ 29 92 2~.14 29.25 29 45 29.89 2812500 61
10/16/02 2~ s~ 27.78 29.42 2a 88 28.8~ 2978800 42
10/z~/02 29 ~5 2~.zs 28.ss 29.~2 28.84 37578oo 79
10/14/02 27 74 27.02 27.48 27.24 27.29 2111900 43
10/11/02 27 89 26.73 26.86 27.48 27.40 4669200 100
10/10/02 26 78 25.65 25.70 26,35 26.27 42~1200 85
z0/09/02 27 67 25.25 27.~s 25.s0 26.26 4894800
Z0/08/02 28 ~0 27.60 27.60 27.80 27.80 2808100 50
10/07/02 28 50 27.40 28.12 27.40 28,03 32~3300 52
10/04/02 29 58 27.70 29.45 28.28 2~.45 2347300 50
10/03/02 30 04 29.00 29.85 29,00 29.35 2696200 60
10/02/02 30 04 29,32 29.82 29.70 29.76 2542100 46
~0/0~/02 29 82 28 36 2~.61 29.82 29.00 2242400 44
39/30/02 28 96 27 25 28.24 28,56 28.11 3030900 57
:9/27/02 29 20 2~ ~ 28.~9 28,.2~ 28.70 18~3000 34
)9/26/02 29 20 28 30 28.45 28 88 28.77 2757800 57
)9/2~/02 28 32 27 50 27.85 28 11 27.86 2360500 52
}9/24/02 28 20 27 16 27,65 27 35 27,83 3234800 83
)9/23/02 28 00 27 20 27,60 27 90 27,59 2744200 52
)9/20/02 28 11 27 20 27.87 27 51 27.69 3646200 68
19/19/02 28 85 27 74 28.75 27 89 28.23 3291600 70
'9/18/02 29 19 28 61 28.65 28 96 28.90 3305700 60
9/17/02 29.66 28 83 29.42 28. ~0 29.22 2381500 57
9/16/02 29,85 29 15 29,60 29.25 29.31 1809900 48
9/13/0~ 29,~0 29 18 29,60 29.53 29,49 2294700 60
9/12/02 30.00 29 51 29.70 29.60 29.77 1939500 35
9/11/02 30.99 30 00 30.99 30,15 30.26 1471700 22
9/10/02 30.37 29 87 30,32 30.18 30,19 2907500 51
9/09/02 30,45 29 51 29.72 30.32 30.10 3625200 94
9/06/02 30,30 29 05 29.10 29.73 29.40 4270100 88
)/05/02 28.89 28 30 28.70 28,75 28.62 4628500 103
RFCEWEC3SE? I 5 2BIBRe e en=e. :7021,7
Wachovia Bank N.A.
Balance Confirmation Services
P O Box 40028
Roanoke, VA 24022-7313
September 12, 2003
WEIGLE & ASSOCIATES
126 EAST KING STREET
SHIPPENSBURG, PA 17257
SUBJECT: Verification / Confirmation of Account and Balance Information provided for:
Customer: LOUISE R FAHNESTOCK (SSN# 196-14-0312)
Date of Death: November 1, 2002
Deposit, Account Information
Account Account Date of Death Average Date Maturity Interest Accrued YTD Date
Type Number Balance Balance* Opened Date Rate Interest Interest Paid Closed
CHECKING 100032426487 $1,479.95 1/19/1983 1/21/2003
LEGAL TITLE: LOUISE R FAHNESTOCK
HAROLD E F^HNESTOCK
IRA 257410060298994 $6,859.84 1/28/2000 $32.18 $308.03 4/1/2003
LEGAL TITLE: LOUISE R FAHNESTOCK
For Beneficiary Claim Form information, please call 1 (800)669-2136.
SAVINGS 3014166687033 $4,417.61 4/1/1997 $0.79 $15.60 1/21/2003
LEGAL TITLE: LOUISE R FAHNESTOCK
HAROLD E FAHNESTOCK
* Due to system limitations, we can only provide a twelve month average balance on depository accounts.
0000 000614
Reference 112): 702117
No Safe Deposit Box found for customer.
* Date of death balance does not include accrued interest.
* If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
~_ de during that time p~, iod.
Carolyn Maffin '"~- ~
Servicenter Associate
Phone: (540)563-7323
chc; dw
0000 000614
UAL TAXES DEPARTNENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17126-0601 NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-l~47EXAFPCOZ-DS)
DATE 10-27-2005
ESTATE OF FAHNESTOCK LOUISE R
DATE OF DEATH 11-01-2002
FILE NUHBER 21 05-0657
RICHARD L NEBBER JR ESQ *i)~,. i~i'~i ~*;"/. COUNTY~.,. ~.CUHBERLAND
ACN 101
WEIGLE 8 ASSOCS Aaount
126 E KING ST
SHIPPENSBURG PA 17257 ",
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF HILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LO#ER PORTION FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR
DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FAHNESTOCK LOUISE R FILE NO. 21 05-0657 ACN 101 DATE 10-27-2005
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 797 04 NOTE: To Ansura proper
2. Stocks and Bonds (Schedule B) {2) O0 cradAt to your account,
5. Closely Held Stock/PartnershAp Interest (Schedule C} (5} O0 subaAt the upper portAon
q. Mortgages/Notes Receivable (Schedule D) (fi) O0 of this fora wAth your
$. Cash/Dank Daposits/HAsc. Personal Property (Schedule E) (E) 00 tax payaent.
6. JoAntly Owned Property (Schedule F) (6) 00
7. Transfers (Schedule G) (7) 6;892.02
8. Total Assets (8) 7,689.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,489.00
9. Funeral Expenses/Ada. Costs/MAsc. Expenses (Schedule H) (9)
10. Debts/Mortgage LAabA1AtAes/LAens (Schedule 1) (10) .00
11. Total Deductions (11)
12. Nat Value of Tax Return (12) 200.06
15. CharAtable/Governaantal Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00
1~. Net Value of Estate Subject to Tax (lq) 200.06
NOTE: Z~ an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ,~11
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Aaount of LAne lq at Spousal rata (1E). 200.06 X 00 = . O0
16. Aaount of LAne 1~ taxable at LAneal/Class A rate (16). . O0 X 045 = .
17. Aaount of L/ne lfi at Sibling rata (17). . O0 X 12 = . O0
18. Aaount of Line 1~ taxable at Collateral/Class B rata (18) .00 X 15 = .00
19. PrincA=al Tax Due (19)= .00
TAX CREDITS
PAYMENT RECEIPT DISCOUNT
AHOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT . O0
BALANCE OF TAX DUEI .00
INTEREST AND PEN. .00
TOTAL DUE . O0
IF pATD AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT ~S REQUIRED.
FOR CALCULAT/ON OF ADD/TIONAL /NTEREST. IF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCT/ONS.)
RESERVATION: Estates of decadents dying on or ba~ore December 1Z, 1982 -- if any future interest in the estate is transferred
in possess[on or enjoyment to Class B (collataraZ) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Coeeonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class B (collataral) rata on any such future interest.
PURPOSE OF
NOTICE: To ~uZfill the requirements of Section 21q0 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (72 P.S.
Section 9140).
PAYNENT: Detach the top portion of this Notice and submit aith your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NILES, AGENT
REFUND (CR): A refund of a tax credit, ehich was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications ara available at the Office
of the Register of Wills, any of the ZS Revenue District Offices, ar by calling the special Z4-hour
answering service for fores ordering= 1-800-$62-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-~q7-5020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, ar assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZelOZ1, Harrisburg, PA 17lie-loT1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADNIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 1712B-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1SO1) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (52) discount of
the tax paid is allowed.
PENALTY: The ZSZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the sase manner and in the the same time period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning aith first day of delinquency, or nine (93 months and one (1) day from the date of
death, to the date of payment. Taxes ahich became delinquent before January 1, 1982 bear interest at the rate of
six (623 percent per annum calculated at · daily rate of .OOOl6q. All taxes ehich became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary free calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z003 ara:
Interest Daily Interest Daily Interost Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 202 .O00Sq& 1987 9Z .0002~7 1999 7Z .OOOZgZ
1983 IBZ .O00qS8 1988-1991 112 .000301 2000 82 .000219
198~ llZ .000301 1992 92 .O00Zq7 TOOl 92 .0002~7
1985 132 .000556 1993-199q 72 .OOO19Z ZOOT 62 .O0016q
1986 10Z .00027~ 1995-1998 9Z .0002q7 2003 52 .000157
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must ba calculated.
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/24/2004
FAHNESTOCK TIM H
3663 RITNER HIGHWAY
NEWVILLE, PA 17241
RE: Estate of FAHNESTOCK LOUISE R
File Number: 2003-00637
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.
Jul 1 DOCKET NO 1, for dece S, NO
Y , 1992 t · dents ' '
,~, ~, he personal representat~ ....... dying on or after
~z/ years or the decedent,s death _~_~=~f nm~ counsel, within two
Wills a Sta o o ...... = - ~ - i ~ rm±e wmth the Re ister of
tu .... ~oz~ o~ ~omp±ene~ or uncompleted adminis[ration.
This filing will become delinquent on: 11/01/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
STATUS REPORT UNDER RULE 6.17
Name of Decedent: LOUISE R. FABNESTOCK ;
Date of Death: November ~ , 2002
Will No. 2003-00637 Admin. No.
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: N/A
3. If the answer to No. ! is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X.
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: N/A
c. Did the personal representativ~ stat~ an
account informally to the parties in interest? Y~s X No
d. Copies of receipts, releases, joinde~s and
approvals of formal or informal accounts may be filed w~h the
Cerk of the Orphans' Court and may be attached to this ~port.
Date: Sept~bmer 29, 2004 .~~~.~ ,
:- ' ' .' Signature
~chard L. Webber, J~,:,'.Esquire
Name (Please type~.Or print)
126 East King St.
Address
Shippensburg, PA 17257
( 717 ) 532-7388
Tel. No.
Capacity: ~Personal Representative
X Counsel for personal
(~H: rmf/~3 ) representative