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Home My WebLink About03-0679PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Lester Fahnestock a~oknownas 8ocia/ Security No. 184-12-2646 To: Register of Wills for the Deceased. County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are ! 8 years of age or older, appl les 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 is last familyor principal residence at 151 lq. East Street, in the Borough of C~. rlisle, Cumberland County, Pennsylvania (list street, number, T~p. or Boro.) Decedent, then 89 years of age, died July 25, 2003 ,19~ ., at Carlisle, C-mherland County, Pennsylvania . 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: 151 N. East Street~ Carlisle~ Pennsylvania Petitioner after a proper search ha,, s the following spouse (if any) and heirs Name Patricia Romberger Roger G. Fahnestock ascertainedthatdecedentleff no will and wm su~ivedby Relationship Residence niece 725 W. South Street~ Carlisle, PA 17013 nephew 317 W. penn Street~ Carlisle, PA 17013 THEREFORE, petitioner, s) respectfully request(s) appropriate form to the undersigned. !i the grant of letters of administration 'in the 11rvine Row Carlisle, PA 17013 OATH OF PERSONAL REPRF~ENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF cu~~ The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoin~ petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before ~e m~ /~ T'/-/ .davy of / William~/~."Dun~t~ ~ ,,/_f//,~. ~ ~ ..~ 1 Irvine Row Estate of L~.STF~ FAHt~STOC~ , Deceased ~ GR~NT OF LETTERS OF ADMINISTRATION AND NOW i;i' //~ t~- /~ .~/~ ~.~ in consideration of thc petition on the r~erse ~lte her~ satisf~tor~ proof having ~ printed before me, IT IS DECREED ~a~ Wi 1 1 ~ am A. Duncan is/are entitled to Letters of Administration, and in accord with such f'mdin~, Letters of Admini~zntion are hereby 8ranted to Willia~ A. Duncan in the estate of l.ester Fahnestock FEES Letters of Administration ..... $ Short Certificates( ) .......... $ /[R].~enunciation ................ $ ~~. TOTAL $ Fil . ./~. .......... A.D. William A. Duncan ATTORNEY ~up.~.l.D. No.) ID ~ 22080 1 T'~inP R.~= Carl~al.; PA 170/~ ADDRESS 717-2~9-7780 PHONE RENUNCIATION In Re F..~ate of. Lester Fahnestock To the Resister of W~dls of C,,mherland Th~~ Roger G. Fahnestock, nephew of the above decedent, hereby ralounce(s) the right to admint~er the estate and testy risk(s) that Lett~ ' of Administration William A. Duncan (Sisnature) (Address) Roger G. Fahnestock 317 W. Penn Street Carlisle, PA 17013 (Addmu) (S~n~u~) (Addr~s) (Si~neturO (S~Mtur~) (Address) (Address) · J ,J u iL 0 o RENUNCIATION In Re F~atc of Lester Fahnes~ock To the Register of Wills of Cumberland C~nn ly, P~nn.gldvaig~ The unders~ Patricia Romberger, niece of above decedent, hereby renounce(s) the right to admin~ter the ~t~e and respectfully ask(s) that Letters ' of Administration b~.issuedto William A. Duncan, WITNESS ,./~ hand this (Si~mature) (Address) Patricia Romberger 725 W.'South-Street Carlisle, PA 17013 (Addn~) · (Signature) (Address) (Adds~ss) (Signature) ~d~ess) (Addtus) his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local 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 9449473 No. Local Registrar JUL 2 9 2003 Date Lester Fahnestock 89 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Cumberland Worker 151 N. East St. Carlisle PA 17013 (, ,.o,~.j ,4Never Married w.,~? ,,.[] .o, d.~.d..,..d Carlisle Male 184 12 -- 2646 ~ July 25, 2003 : March 6 : Carlisle PA ,~ O ~,vo,,~,,,,~ [] oo~ [] N~ carlisle Forest Park Health Center White Shoe Mfg. ~ [] ~ [] (~,a ,7.. m,.__ PA Cuu~erland William Fahnestock 'o? 31, 2003 013144-L Clara Lear 1 Irvine Row, Carlisle PA 17013 Mt. Zion Cemetery PA 17013 Hoffman-Roth Funeral Hon~ 0 ,,,o• [] [] CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Lester Fahnestock Date of Death: 3uly 25, 2003 Will No. Admin. No. 21-03-0679 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court -~ules was served on or mailed to the following beneficiaries of the above-captioned estate on August 28, 2003 : Name Address Patricia Romber§er 725 W. South Street Carlisle, PA 17013 Roger Fahnestock 317 W. Penn Street Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE Name William A. Duncan, Administrator Address 1 Irvine Row Carlisle, PA 17013 Telephone(717) 249-7780 Capacity: x - Personal Representative Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003382 DUNCAN WILLIAM A ESQUIRE 1 IRVINE ROW CARLISLE, PA 17013 ........ foJd ESTATE INFORMATION: SSN: 184-12-2646 FILE NUMBER: 2103-0679 DECEDENT NAME: FAHNESTOCK LESTER DATE OF PAYMENT: 12/29/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 07/25/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $7,869.99 TOTAL AMOUNT PAID: $7,869.99 REMARKS: LESTER FAHNESTOCK C/O WILLIAM A DUNCAN ESQUIRE CHECK# 1 O6 INITIALS: JA SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS ~EV-1500 EX, + (~-00) uJ n uJ uJ n COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL FAHNESTOCK LESTER DATE OF DEATH (MMOD-Year) 07/25/2003 ;°'' 5REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT IDATE OF BIRTH (MM-DD-Year) 03/06/1914 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ., r~l 1. Original Return --14. Limited Estate ~ <~,.n I [~] 6. Decedent Died Testate (Attach cepy ofw~) [~9. Litigation Proceeds Received z O o OFFICIAL USE ONLY SOCIAL SECURITY NUMBER 184-12-2646 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER --]2. Supplemental Return r-'l 4a. Future Interest Compromise {date ~fdea~h alter 12-12-82) [~7. Decedent Maintained a Living Trust [] 10. Spousal Poverty Credit (date of dealh be~n 12-31-91 and 1-1-§5) r--] 3. Remainder Return (dateofdeathpdorto 12-13-82) r-15. Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes E~] 11. Election to tax under Sec. 9113(A) (A~t~h Sch O) 0 THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED ,To: NAME WILLIAM A. DUNCAN FIRM NAME (If Appicabb) DUNCAN, HARTMAN & DOUGLAS, P.C. TELEPHONE NUMBER 717-249-7780 COMPLETE MAILING ADDRESS I IRVlNE ROW CARLISLE ' PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Padnership or Sole-Proprietorship (3) 4. Modgages & 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 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Prope~ (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 30,000.00 45,268.70 OFFICIAL USE ONLY (8) 22,802.07 75,268.70 (11) 22,802.07 (12) (13) 52r466.63 (14) 52,466.63 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1 2) x (15) 16. Amount of Line 14 taxable at lineal rate x (16) 17. Amount of Line 14 taxable at sibling rate X .12 (17) 18. Amount of Line14 taxable at collateral rate 52,466.63 X .15 (la) 19. Tax Due (19) 20. ~ ~e'J:~=e'][~:~a~e]~r-`~a~:~a[e]~[e~-`1~Jaa~]wL~e~ia~L%~J~a~l 7,869.99 7,869.99 FILE NUMBER 2 1 -0 3 0 6 7 9 CO{~ITY CODE YEAR NUMBER Decedent's Complete Address: STREET ADDRESS 1 IRVlNE ROW CARLISLE Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount ISTATE PA I ziP 17013 7w869.99 7w869.99 (1) Total Credits (A + B * C ) (2) 7~869.9,9 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 I Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) 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 properly transferred; ......................................................................... [] [] b. retain the right to designate who shall use the property lmnsferred or its income; ...................................... [] [] c. retain a reversionary interest;.or .................................................................................................. [] [] d. receive the promise for life of either payments, benefits er care? .......................................................... [] [] 2. If death occurred alter December 12, 1982, did decedent transfer property within one year of death without receiving adequate considerat[ert? .......................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death2 ............... [] [] 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. SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE t,. ~ DATE ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rote 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) (0]. For dates of death on or after January 1, 1995, the tax rote 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 fransfer 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 rote 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 lmnsfers 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 fax rate imposed on the net value of ffansfers to or for the use of the decedeni's siblinas is 12% [72 PS. 69116(a~(1.3)]. A siblino is defined, under Section 9102. as an REV- 1582EX COMMON,WEALTH OF PENNSYLVANIA INHERiTANCE TAX RETURN I~ESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE FILE NUMBER FAHNESTOCK LESTER ;~1 03 0679 All mai property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which properly would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or selF, beth having reasonable knowledge of the relevant facts. Real properly which is jointly-owned with ri§bt of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 151 N. EAST STREET, CARLISLE, PA. SEE ATTACHED SETTLEMENT SHEET TOTAL (Also enter on line 1. RecaDitulation} VALUE AT DATE OF DEATH 30,000.00 REV- 1508 EX SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHEI~ITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ' ' FILE NUMBER FAHNESTOCK LESTER 21 03 0679 , Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly. owned wl~ the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1, 22,227.87 CITIZENS BANK CHECKING ACCOUNT # 610067-053-8 M & T SAVINGS ACCOUNT # 21000001182378 PROVIDENT LIFE INSURANCE SALE OF OERSONAL PROPERTY PRORATION REAL ESTATE TAXES 21,353.76 1,000.00 250.00 437.07 TOTAL (Also enter on line 5, Recapitulation) $ 45,268.70 ~'V-1511EX+(t-g7) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER FAHNESTOCK LESTER 21 03 Debts of decedent must be reported on Schedule I. 0679 ITEM NUMBER DESCRIPTION AMOUNT A. 1. 5. 6. 7. 2. 3. 4. 5. FUNERAL EXPENSES: HOFFMAN ROTH FUNERAL HOME ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Pemonal Representative (s) WILLIAM A. DUNCAN Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 1 IRVINE ROW 25-1696377 City CARLISLE State PA Year(s) Commission Paid: 2004 Attorney Fees DUNCAN, HARTMAN, & DOUGLAS P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip 17013 Street Address City Relationship of Claimant to Decedent Probate Fees REGISTER OF WILLS State Zip Accountant's Fees Tax Return Preparers Fees MARTHA BOYLES (CARE) CUMBERLAND LAW JOURNAL ( LEGAL AD) CONTINUING CARE RX (MEDICATION) PP&L CUMBERLAND GOODWILL AMBULANCE TOTAL (Also enter on line 9, RecapitulalJon) $ 5,446.50 2,634.41 2,634.41 359.00 250.00 75.00 195.75 46.99 56.76 22~802.07 Continuation of REV-1500 Inheritance Tax Return Resident Decedent FAHNESTOCK LESTER , Page 1 Schedule H - Funeral Expenses & Administrative Costs - B7 21 03 0679 ITEM NUMBER DESCRIPTION AMOUNT 7. 8. 9, 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. LANCASTER HMA PHYS/MGMT GRAHAM MEDICAL CLINIC FOREST PARK HEALTH CENTER R A BREAM MOWING DIVERSIFIED APPRAISED SERVICES GRAHAM MEDICAL CENTER THE SENTINEL (LEGAL AD) PP&L FARMERS MUTUAL INSURANCE PP&L ,DARLENE MOYER TAX COLLECTOR ( REAL ESTATE TAX) =RECORDER OF DEEDS RELEASE WOLFE & SHEARER REALTORS !1% REALTY TRANSFER TAX AHS WARRANTY ~SUSAN J. HARMAN LEGAL FEE BOROUGH OF CARLISLE WATER BILL CENTRAL PENN MEDICAL GROUP SUBTOTAL SCHEDULE H-B7 31.13 11.82 6,793.71 135.00 250.00 50.72 91.85 22.96 84.80 15.71 795.15 27.00 1,800.00 300.00 385.00 250.00 30.00 28.40 11,103.25 REV-1513 EX + COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FAHNESTOCK LESTER NUMBER I. 1. 2. SCHEDULE J BENEFICIARIES NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) ROGER FAHNESTOCK 317 W. PENN STREET CARLISLE, PA 17013 PATRIClA ROMBERGER 925 W. SOUTH STREET CARLISLE, PA 17013 FILE NUMBER R1 03 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 0679 NEPHEW NIECE 50% 50% AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART [! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEE'I' $ (If mnra .~n~.a i~ naart,~l in~rf ~ddifinnal .~h~a.f~ nf the .~ama ~;i7~1 A. settlement Statement U.S. Depadment of Housin~ and Urban Development B. Type of Loan OMB No. 2502-0265 1' ~-~ FHA 2' [~] FmHA 3' r-] C°nv' Unins I File Number form 25933 Loan Number I Mortgage insurance Case Number 4. [] VA 5. [] Cony. Ins. C. NOTE:This is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "p.o.c" were paid outside of closing; they are shown.here for informational purposes and are not included in the totals. D. NAME AND ADDRESS OF BORROWER: RICHARD B. STEFFY DANA H. STEFFY E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER; 346 VETERANS WAY, ELLIOTTSBURG, PA THE ESTATE OF LESTER FAHNSTOCK 151 N. EAST STREET, CARLISLE, PA 17013 346 VETERANS WAY, ELLIOTTSBURG, PA 17024 G. PROPERTY 151 N. EAST STREET LOCATION: CARLISLE, PA 17013 H. SETTLEMENT AGENT: CEDAR CLIFF ABSTRACT AGENCY, INC. PLACE OF SETTLEMENT: TIN: 23-2133165 SETTLEMENT DATE: t2/08/2003 101. Contract Sales Pdce 102. Personal Property 103. Settlements charges to borrower: (from line 1400) 104. 105. 106. City/town taxes 107. County Taxes 108. Assessments 109. 110. 111. 112. 414 Bridge Street, New Cumberland, PA 17070 J. SUMMARY OF BORROWER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: ~30,000. O0 $813.50 ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: to 12/08/2003 to 01/01/2004 $21. ~0 12/08/2003 to 07/01/2~-~' $416.07 120. GROSS AMOUNT DUE FROM BORROWER: $31,250.57 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWEF~ 201. Deposit or earnest money $500. O0 202. Principal amount of new loan(s) 203. Existing loan(s) taken subject to 204. 205. 206. 207. 208. 209. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 210. City/town taxes to 211. County taxes to 212. ^ssessments to 213. 214. -- 215. 216. -- 217. 218. 219. 220. TOTAL PAID BY/FOR $500. O0 301. Gross amount due from borrower (line 120) $31 250 02. Less amount paid by/for borrower (line 220) 303. CASH ( ~FROM ) ( ~ TO } BORROWER: I $30,75o.57 RESCISSION DATE: K. SUMMARY OF SELLER'S TRANSACTION 400. GROSS AMOUNT DUE TO SFI:~ eR: 401. Contract Sales Price ~ $30,000. O0 402. Pe~sor,al property I 403. 404. 405. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 406. City/town Taxes to 407. County Taxes 12/08/2003 to 01/01/2004 $21. O0 408. Assessments 22/08/2003 lo 07/01/2004 $416.07 409. 410. 411. 412. 420. GROSS AMOUNT DUE TO SF~ ~ eR: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 501. Excess depo. sit (see instructions) 502. Settlement charges to seller (lin · 1400) 503. Existing loan(s) take., n subject te 5~04, Payoff of flint mortgage loan 505__._:. Payoff of second mortg__._.age loan 506. $30,437.07 $2,765.--~-- 507. 508. 509. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 51._.__0. City/town taxes to 511____.~ County taxes to 512. Assessments to 513. 514. 515. 516. 517. 518. 519. 520. TOTAL REDUCTIONS IN AMOUNT DUE TO SELLER: ~SETTLEMENT TO/FROM SELLER $2,765. O0 601. Gross amount due to seller (lin..~.e 420) 602. Less reductions in amt. due seller (line 520) 603. CASH ( J-] FROM ) ( ~] TO ) SFI i ER: HUD-1 (3-86) - RESPA, HB 4305.2 PAGE 1 HUD-I (Rev. 3186) 'L. OMB No. Sc i ~ LEMENT CHARGES 7OO. TOTAL SALES/BROKER'S COMMISSION BASEC ON PRICE $30,000.00 6 %= $1,800.00 DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: ~ to CENTRAL STATE REAT, Ty 702, $925. O0 ~o WOLFE & $~a~ER REALTORS 703. $0.00 to 704. $0. O0 to 705. Co~.,~;==iun paid at settlement PAID FROM BORROWER'S FUNDS SETTLEMENT 706. 801. Loan origination fee 802. Loan discount e03. Appraisal fee 804. Credit report to: 805. Lender's inspection fee 806. Mortgage losu~ance appllcelien fee to 807. Assumption fee 808. 809, 810. 811. 901.1nterestfmm 12 08 2003 to Ol O1 2004 @ 902. Mortgage insurance premium for mos. to 903, Hazard insurance premium for yrs, to 904. Flood insurance premium for yrs, to 905. 1001. Hazard insurance months @ 1002. Mortgage insurance months @ t003. City property taxes months @ 1004, County property taxes months @ 1005. Annual assessments months @ 1006. Flood insurance months ~ 1007. months @ 1008. months ~ 1009, Aggregate Accounting Escrow Adjustment 1102. Abstract or title search to 1103. Title examination to 1104. Title insurance binder to per month per month per month per month per month per month per month per month (includes ab~veitems Numbem: 110g. L®ndecscovemge 1110. OwneCs coverage 1111. 1112. 1113. /day 1202. City/county taWstamps:Ceed $600. OD; Mortgage 1203. State tsx/stampe: Deed 1204. ; Mortgage 1205. ; Releases 1301. Survey to 1302. Pest inspection to 1303. ~J~S ~ 1304. D[FNCAN, HA~T~4~N & DOUGLAS, ~.C.-ATTy FEES 1307. $38: $25t 140(~ TOTAL SETTLEMENT CHARGES I have carefully reviewed the HUD-1 Settlement Statement and to the be . . $813.50 $2. 765 on my account or by me in this transaction. I further certify that st of my knowledge and belief, it Is a true and accurate statement of all receipts and disbursements made I have received a copy of the HUD~II Se~tlert~3l~tatement. ~ Date: ~ Agent: ~)' Seller o · ,~./~ Bbrrower: '~ i . THE ESTATE OF LESTER FAHNSTOCK D-ANA H. STEFFY Date: ~ Seller or Agent: ~ Date: The HUD-1 Settlemenl Slatemenl which I have prepared is a true and accurate account of this transaction. I haveuse the fund to e disbursed in accordance with this statement. WARNING It ,s a cr,me to know,ngly make false statements to the United Slates on th,s or any oth ...... lar forDm~~i ..... include afi .... d impri .... reent. For details see: Title 18 U.S. COde Section 1001 and Section 1010. Account Number hlformation As qf J. ly 4, 2003 Fornler account lltlmbl~r New M&T account number Account owner(s) Passbook Sa vines 87004600946960 Passbook Savings 21000001182378 1. 5 7 8 9 o I1 12 00000-0 ,., -:?,00 o.c:,n 000 ........... OC)C) 000000 186 015906 PLEASE INFORM US OF ANY ~7 18 19 2O 21 22 23 24 Dauphin Deposit Bank and Trust Company SAVINGS DEPARTMENT resented a this bank at leasl once in each year so that it may be posted, NOTICE-Th s book should be p ...... ~.., ...... o ~lwavs eresent vour pass-book-we the interest entered and the balance shown, in macing w,u,u,o,,~,o, ..... decline to pay unless you do. CODES: D - Deposit W - Withdrawal I - Interest Lester Falmestock NOTE: If you have a checking account, 3,our account uumber remains the same. BUREAU OF ZNDZVTDUAL TAXES INHER/TANCE TAX DTVZS/ON DEPT. 280601 HARR/SBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX '0a F£B13 73:29 WILLIAM A DUNCAN DUNCAN ETAL I IRVINE ROW (.t?~;- .~ PA CARLISLE PA CUT ALONG THZS LINE ~ DATE 02-16-2004 ESTATE OF FAHNESTOCK DATE OF DEATH 07-25-2005 FILE NUMBER 21 05-0679 COUNTY CUMBERLAND ACN 101 I Amount Remitted R£V-i$~? EX AFP ¢01-03) LESTER MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 RETAIN LOWER PORTION FOR YOUR RECORDS ~ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FAHNESTOCK LESTER FILE NO. 21 05-0679 ACN 101 DATE 02-16-2004 TAX RETURN NAS: (X) ACCEPTED AS FTLED ( ) CHANGED RESERVATION CONCERNING FUTURE ZNTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) ~. Hortgagas/Notes Receivable (ScheduXa D) (~) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expanses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10) 11. Total Deductions 12. Nat Value of Tax Return 15. 1~. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Net Value of Estate Subject to Tax $0,,000.00 .00 .00 .00 ~5/268.70 .00 .00 (8) 22,802.07 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 75,268.70 (11) 22.802.07 (:1.~') 52,466.65 (15) .00 (]/,) 52,466.65 NOTE: ASSESSMENT OF TAX: 15. Amount of Line lq at Spousal rate 16. Amount of Line 1~ taxable at Lineal/Class A rata 17. Amount of Line 1~ at Sibling rata 18. Amount of Line lq taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDZTS: PAYHENT RECEIPT DISCOUNT (+) DATE NUMBER [NTEREST/PEN PAID (-) 12-29-2005 CD005582 .00 Z~= an assessment was lssued previously, lines 1~, 15 and/or 16, 17, 18 and 19 w111 reflect flgures that lnclude the total of ALL returns assessed to date. (2s). .00 x O0 : .00 (16) .00 x 045 = .00 (17). . O0 x 12 : .00 (18). 52,466.65 X 15 : 7,869.99 (19)= 7,869.99 AMOUNT PAZD IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL /NTEREST. 7,869.99 TOTAL TAX CREDZT I 7,869.99 BALANCE OF TAX DUEl .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REgUZRED. ZF TOTAL DUE 1S REFLECTED AS A "CREDZT' (CR), YOU NAY BE DUL A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCT~DNS.)~'~-~ RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decadents dying on ar before December 11, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for life or For years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section 1140 of the Inheritance and Estate Tax Act, Act 13 of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of #ills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILES, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills) any of the 23 Revenue District Offices, or by calling the speclaZ 24-hour answering service for forms ordering: 1-800-361-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3010 (TT only). Any party in interest net satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17118-1011, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17118-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decadant's death, a five percent (51) discount of the tax paid is allowed. The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This nan-participation penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest that has been assessed as indicated on this not[ce. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate of six (61) percent per annum calculated at a dally rate of .000164. All taxes mhlch became delinquent on and after January 1, 1981 will bear interest at a rate which will vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates For 1982 through Z003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .000548 1987 91 .000147 1999 71 .000192 1983 Z6Z .000438 1988-1991 111 .000301 ZOO0 81 .000119 1984 111 .000301 1991 91 .000247 2001 91 .000247 1985 131 .000556 1993-1994 71 .000192 ZOOZ 61 .000164 1986 101 .000174 1995-1998 91 °000247 Z003 51 .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELIN{~UENT X DAZL¥ 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 shown on the Notice, additional interest must be calculated. 1-800-773-7373 cai[ citizens' PhoneBank anyfime~for account information, c~rrent rates and answers to your questions. US059 BR289 1 LESTER FAHNESTOCK 151 N EAST ST CARLISLE PA 17013-2507 Citizens Circle Gold Account Statement OF 2 Beginning 3u[y 10, 2003 'through August 08, 2003 Contents Summanj Page Checking Page Citizens CircLe Gold Summary Account Account Number Balance Last Statement DEPOSIT BALANCE Checking Circle Gold Checking Hi Interest Balance This Statement 610067 -053 -8 22,290.19 22,227.87 20,000. O0 22,232.28 Avera~le monthly combined balance to waive monthly fee is Your average monthly combined balance this statement period is LESTER FAHNESTOCK Circle Gold Checking Hi Interest 610067-053-8 Total Deposit Balance 22,227.87 Total Relationship Balance 22,227.87 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Lester Fahnestock ' Date of Death: July 25, 2003 Will No. 21-03-679 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: 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: 3. If the answer to No. 1 is Yes, state the fol'lowing: 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: c. Did the personal representative state an account informally to the parties in interest? Yes x No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court Date: and may be attach_ed tp this report. Signabure William A. Duncan, Esquire Name (Please type or print) 11rvine Row, Carlisle, PA 17013 Address (717) 249-7780 Tel. No. Capacity: __Personal Representative (MAH: rmf/AM3) Counsel for personal representative