HomeMy WebLinkAbout03-0696PETITION FOR PROBATE and GRANT OF LETTERS
also known as To:
Register of Wills for the
Deceased. County of in the
Social Security No..~ ~ ~ ?'9/ ,_~ ~ ? 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 execut~, named
in the last wilt of the abovefieceden,t, dated ,19.__
and codicil(s) dated ,~ff~.t.~ ~4 '~) /.9 ~' ~/
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~0' ~btanJ',~.,~ a' County, Pennsylvania, with
h ~/~, last family or principal residence at ' -J. ~ t'o,~..,'o,n'~ e-g /,-.?~.
/ (list street, number and muncipality)
Decende, nt, thenJT'~ )' ~ ~ ~, y~ea~s, of age,/died ..,~77-d_7-,,,~ ~_ ~ ,19 ~,-~ ,
Except as follow~, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
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
presented herewith and the grant of letters
theron.
request(s) the probate of the last will and codicil(s)
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF
The petitioner(s) above-narc, ed 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 administer the estate according to law.
Sworn to or affirmed and subscribed
befor, e<ihe this ./~ ~ da'/ of
Estate Of
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated
described therein be admitted to probate and filed of record as the last will of
and Letters ~-~_~T ~ r'c'~ex~-r~.~
are hereby granted to ~__ ~--~0,0, L
~o, ~, in consideration of the petition on
FEES
Probate, Letters, Etc ..........
Short Certificates( )
i~ion ................
TOTAL
Filed ~.xj~.. ~-q..~,~
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
RENUNCIATION
In Re Estate of
ORA L FITTRY
deceased.
To the Register of Wills of
CUMBERLAND
County, Pennsylvania.
The undersigned
DAUGHTER (DOREEN F HALL)
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
TESTAMENTARY
be issued to C. GARRY FITTRY
WITNESS
hand this day of ,, 19
(.Signature)
(A~ld~)
(Signature)
(Address)
(Signature)
(Address)
OF
ORA L. FITTRY
I, OI~%L. FITTRY, of Greencastle, Franklin County, Pennsylvania,
being of sound and disposing mind, memory and understanding, revoke
any prior wills and codicils and declare this to be my will.
I am married to Floyd O. Fittry, who is hereinafter referred
to as my spouse. I have two children at the time of execution of
this will. My son, C. Garry Fittry, has four children and two grand-
children. He has a daughter, Jennifer Lee Fittry (born August 8,
1979). He has a daughter, Tammy Sue Fittry (born March 31, 1970),
who has a daughter Brandy and a daughter Lorissa. He has a son, Robert
Dashell Fittry (born November 12, 1990). He also has a daughter,
Katelyn Alexandra Fittry (born April 8, 1992). My daughter, Doreen
F. Hall, has a daughter, Angela Dawn Hall (born July 22, 1973), who
has a daughter, Natasha. Doreen also has a son, William R. Hall (born
April 27, 1979).
ITEM I. EXPENSES AND TAXES. I direct that as soon as may be
convenient after my decease there be paid from my estate all of my
just debts, expenses incident to my illness, my funeral expenses
and, from the principal of the residue of my estate, all of my state
and federal inheritance and estate taxes.
ITF~ II. HOUSEHOLD GOODS AND PERSONAL EFFECTS. I give any
tangible personal property in the nature of household goods, personal
effects and motor vehicles owned by me at my death, together with
insurance thereon, to my spouse if my spouse survives me.
If my aforesaid spouse fails to survive me, then I dispose of
my tangible personal property in the nature of household goods and
personal effects owned by me at my death, together with insurance
thereon, as follows:
(A)
I give to C. Garry Fittry, my son, if he survives me
the following:
(1) My cedar chest which he made;
(2) A set of dinnerware of his choice;
(3) A 222 rifle if I own it at the time of my
death.
(B)
I give to Doreen F. Hall, my daughter, if she survives
me, the following:
(1) My antique cedar wardrobe;
(2)
Ail blue dishes which she gave to my spouse
and me;
(3)
Ail knickknacks which she gave to my spouse
and me;
(4) A set of dinnerware of her choice.
(c)
To Jennifer Lee Fittry, my granddaughter, I give my
jewelry box.
(D)
The balance of my tangible personal property in the
nature of household goods, personal effects and motor
vehicles owned by me at the time of my death, together
with insurance thereon, I give per stirpes to my lineal
issue living at my death.
- 2 -
As to any gift given under this item, my Personal Representative,
without further responsibility, may distribute the share of a minor
to the minor or to any person to hold for the minor. To the extent
my Personal Representative deems it to be impractical or unwise to
make distributions in kind, my Personal Representative may sell said
assets and make distribution of the proceeds thereof, to or for the
benefit of said minor.
ITEM III. RESIDUE TO SPOUSE. If my spouse survives me I give
the residue of my estate to Floyd O. Fittry, my spouse.
ITF~ IV. CONTINGENT GIFT OF RESIDUE TO LINEAL ISSUR. In the
event my aforesaid spouse fails to survive me, then I give my entire
residuary estate per stirpes to my lineal issue who survive me, subject
however, to the provisions of Item V.
ITEM V. TRUSTS FOR MY LINEAL ISSUE. In the event that any
lineal issue of mine who would be a beneficiary under Item IV of this
will is under the age of twenty-five at the time that item becomes
operative, or in the event that any person who would be a beneficiary
under (E) or (F) of this item of this will is under said age at the
time of distribution, then I direct that the share that would otherwise
be given to said beneficiary be given instead in trust to my herein
named Trustee to be administered according to the following terms
and conditions:
(A) My saidTrustee may accumulate and capitalizethe income
until said beneficiary reaches the age of eighteen.
- 3 -
(B) Thereafter, my Trustee shall pay the net income
quarterly to such beneficiary or for the benefit of such beneficiary.
(C) My Trustee shall distribute to said beneficiary the
principal assets available to this trust as follows:
(1)
One-half (1/2) thereof after said
beneficiary has attained the age
of twenty-one.
(2)
The balance of the principal and
any remaining income after said
beneficiary has attained the age
of twenty-five.
(3)
If this trust is still in exis-
tence 20 years and 11 months
after the death of the last to
die of my spouse, myself, and
such of my lineal issue as are
living at my death, this trust
shall terminate and the balance
of the principal and any remain-
ing income shall be distributed
to said beneficiary or to finan-
cialguardianships created here-
under for said beneficiary.
(D) At all times during the existence of said trust, my
Trustee is authorized, in said Trustee's sole discretion, to use such
amount or amounts of income and/or principal as my Trustee shall deem
necessary for the proper maintenance, support, medical expenses, and
education of said beneficiary. For the guidance of my Trustee, I
hereby state that I wish my beneficiary hereunder to have such
education beyond the high school level as reasonably can be beneficial
to such beneficiary and I wish the assets expended for such education
from this trust shall be commensurate with the size of this trust
- 4 -
and with other assets available to such beneficiary outside of this
trust.
(E) In the event such beneficiary should die before
receiving all of the principal of his trust, leaving his lineal issue
surviving him, my Trustee shall distribute any undistributed income
and principal of such deceased beneficiary's trust per stirpes to
separate trusts created under this item for the lineal issue of such
deceased beneficiary living at his death.
(F) In the event such beneficiary should die before
receiving all of the principal of his trust, leaving no lineal issue
of his to survive him, my Trustee shall distribute any undistributed
income and principal of such deceased beneficiary's trust per stirpes
to my lineal issue living at the death of such deceased beneficiary
or to the trusts created or existing under this item for them.
ITF~VI. FINAI~CI~GU~%RDI~I~. In the event that any person who
is a beneficiary under this will or who is a beneficiary of insurance
proceeds or who is a beneficiary of other property with respect to
which I have power to appoint a guardian, is under any legal disability
(whether due to minority, due to mental incapacity, or otherwise)
at the time of distribution, I appoint my herein named Financial
Guardian as guardian of the estate of said legally disabled beneficiary
and I authorize my said guardian to use such amount or amounts of
income or principal as shall be necessary, in the sole discretion
of my said guardian, for the maintenance, support, medical expenses
- 5 -
and education of said beneficiary during the period of his legal
disability.
ITE~VII. FIDUCIARY POWERS. In addition to the powers conferred
by law, any Fiduciary appointed under this will, including any Trustee,
any Financial Guardian, and any Personal Representative (unless
specifically provided otherwise), shall have the following expressed
powers:
(A) To hold any property, including real estate, securities
and especially including stock of a Corporate Fiduciary, delivered
to it in kind as long as said Fiduciary deems the same to be for the
best interest of said estate.
(B) To invest and reinvest in such securities as my
Fiduciary deems to be for the best interests of said estate without
being restricted to such investments as are considered legal for
Fiduciaries under the laws of the Commonwealth of Pennsylvania, and
without regard to the principle of diversification.
(C) To invest in any common trust fund administered by
a Corporate Fiduciary.
(D) To buy investments at a premium or discount; to join
in any recapitalization, merger, reorganization, consolidation or
voting trust plan affecting investments; to subscribe for stock and
bond privileges; to give proxies and generally to exercise all rights
of a security holder; to carry investments in the name of a nominee
or in bearer form.
- 6 -
(E) To manage, operate, repair, alter, improve, partition
or divide real estate or other property and to lease real estate and
other property upon such terms and for such periods as may be
considered advisable; and to sell real and personal property for any
proper purpose at public or private sale for cash and/or credit without
Order of Court and to make, execute, acknowledge and deliver good
and sufficient deed or deeds and other assurances therefor.
In the event my Fiduciary becomes an owner of an interest in
residential real estate, my Fiduciary is authorized to retain said
interest in said residential real estate even though it is not income
producing and is further authorized to join with any other owner of
an interest in said real estate for the purpose of conveying or leasing
same.
(F) To borrow money and to pledge or mortgage real or
personal property as security and to make, execute, acknowledge and
deliver good and sufficient pledges, mortgages and other instruments
to effectuate the same.
(G) To compromise claims without Order of Court or consent
of any beneficiary.
(H) To make distribution in cash or in kind.
ITEM VIII. APPOINTMEnT OF FIDUCIARIES. I appoint First National
Bank of Greencastle, Penna., as Trustee of all trusts, and Financial
Guardian of all financial guardianships created hereunder.
I appoint Floyd O. Fittry Personal Representative. If he does
not qualify or ceases to act, then I appoint C. Garry Fittry and Doreen
- 7 -
F. Hall, or the survivor of them, as my First Alternate or Successor
Co-Personal Representatives. If all three of the aforesaid fail to
qualify or cease to act, then I appoint First National Bank of
Greencastle, Penna., as my Second Alternate or Successor Personal
Representative.
ITEM IX. NO BOND. I direct that no fiduciary appointed
hereunder shall be required to post bond in this or any other
jurisdiction.
IN WITNESS WHEREOF, I, ORA L. FITTRY, the Testatrix, hereby
execute on /~£//~ , 1994, this my will, typewritten upon eight
(8) sheets of paper.
Ora L. Fit~
(SEAL)
In our presence ORA L. FITTRY, signed this and declared it to
be her will and now at her request, in her presence and in the presence
of each other, we sign as witnesses.
- 8 -
OF
ORA L. FITTRY
DATED:
Law
Maxwell, Maxwell, Dick, Walsh & Lisko
Wayne Building, 92 West Main St.
Waynesboro, PA 17268-1591
Franklin House, 11 North Carlisle St.
Greencastle, PA 17225-1460
'~EV-1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
2003-00696
INHERITANCE TAX RETURN
R E S ID E N T D E C E D E N T cou, co
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DJ
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it.
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DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
FTTTR¥,, ORA 'r..
DATE Of DEATH (MM-DD-YEAR)
O7/17/2OO3
DATE OF BIRTH (MM-DE-YEAR)
07/21/1922
SOCIAL SECURITY NUMBER
266 - 14 - 3594
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
[~-'~ 1. Original Return [] 2. Supplemental Return
[] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82)
r---~ 6. Decedent Died Testate {Attach copy of Will) [] 7. Decedent Maintained a Living Trust (Attach copy of Trust)
[~9. Litigation Proceeds Received
NAME
DONALD E. SUDERS
FIRM NAME (If Applicable)
DON'S TAX SERVICE
TELEPHONE NUMBER
(7~7) 263-3242 FAX 7~7-293-7269
F--J3. Remainder Return (date of death prior to 12-13-82)
E~5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
--]1 Spousal Povedy (date of death between 12-31-91 and 1-1-95) [] 3(A) (Attach Sch O)
0.
Credit
1
1.
Election
to
tax
under
Sec.
91
1
COMPLETEMAILINGADDRESS
DONS TAX SERVICE
492 FRANKLIN SQ. DRIVE
CHAMBERSBURG, PA. 17201
OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1)
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) $ 2 7 ~ O (5 ]. o O O ;__,
(Schedule E)
t
6. Jointly Owned Property (Schedule F) (6)
'-'-]Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(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 Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(9)
(10)
12,700.00
(8) $ 27,061.
(11)
(12)
12,700.
14,361.
O
14,361.
13. Charitable and Governmental 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)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
14,361.
x .o 45
x .12
x .15
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
(15)
(16)
(17)
(18)
(19)
646 .
646.
Decedent's Complete Address:
tSTREET ADDRESS
13 CHEROKEE DRIVE
CITY SH I PPENSBURG, STATE ZIP
PENNA. 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
5 % 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.
A. Enter the interest on the tax due.
646.00
32.00
614.00
(5)
(5A) O
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 6 ] 4. OO
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.
S.GNATURE O, PERSO RESPONS,B "O RETURN DATE
ADDRESS i 3¢,, R RIVE
SHIPPENSBURG, PA. 17257
ADDRESS DONALD E. SUDERS DBA DONS TAX SERVICE
492 FRANKLIN SQ. DRIVE, CHAMBERSBURG, PA. 17201
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
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 paten
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 a
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
ORA LEE FITTRY 2003-00696
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
o
BANK BALANCE
1994 BUICK CENTRY
DISHES
CEDAR CHEST
SPECIAL 4DR SEDAN
CEDAR WARDROBE
$25,596.00
1,090.00
200.00
75.00
100.00
TOTAL (Also enter on line 5, Recapitulation) $ 2 7/0 61.0 0
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99) .,~.~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
ORA LEE FITTRY 2003-00696
Debts of decedent must be reported on Schedule ].
ITEM
NUMBER DESCRIPTION AMOUNT
$
FUNERAL EXPENSES:
FT,OWERS
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) GARY F T TTRY
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 13 CHEROKEE DRTVE
City SHIPPENSBURG, State PA. Zip 17257
Year(s) Commission Paid: NONE
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant GARY FITTRY
Street Address 13 CHEROKEE DRIVE
City
SHIPPENSBURG,
Relationship of Claimant to Decedent
Probate Fees ( R E G.
Accountant's Fees
Tax Return Preparer's Fees
MISC. EXPENSES
SON
& RECORDER)
(3 TRIPS TO CARLISLE PA.
40MI R/T=120 MI x.365)
State P A. Zip 17 2 5 7
8,800.
201.
3,500.
95.
60.
44.
12,700.
TOTAL (Aisc enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV;15'~3 EX+ (9-00~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
ORA LEE FITTRY 2003-00696
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
!
1.
]!
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
GARY FITTRY
SON
$ 14,361.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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
N/A
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
N/A
TOTAL OF PART I!- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ O
(If more space is needed, insert additional sheets of the same size)
Kelley Blue Book Used Uar Values t'age ~ oz z
T~e Trusted Resource
New Car Pricing
Build a Car
Ir~:en~es
Ownership Cost
My ~r's Value
Fr~ ~e
~y a ~ Car
~ Y~r Car
~n~ng
L~ ~ck
~n Guid~
A~ce
F~ ~~
~ut ~*
Blue Book Trade-In Report
Pennsylvania - September 13. 2003
1994 Buick Century Special Sedan 4D
B.yy a
Engine: V6 3.1 Liter
Trans: Automatic
Drive: Front Wheel Drive
Mileage: 77,000
Equipment
Air Conditioning
Power Steering
Power Windows
h_u__t.q_.go_ a_a_S_f r.9 nj__ 3 ._ 6~ %
_.W.__ayr_~ p._t y
p_a. y m e p_t..._C_ ~! .C.U I. at_o[
_c u_r_r_e_n_t_. _¥ .o__deJ _Fg_.a_.t_u_r_e_s
.$_e_L y__o..u__r __c.a!: _o._n e_Bay.._H__.o__t..ars
Power Door Locks
Tilt Wheel
Cruise Control
AM/FM Stereo
ABS (4-Wheel)
Dual Power Seats
Consumer Rated Condition: Fair
"Fair" condition means that the vehicle probably has some
mechanical or cosmetic defects, but is still in safe running condition.
The paint, body and/or interior need work to be performed by a
professional in order to be sold. The tires need to be replaced. There
may be some repairable rust damage. The value of cars in this
category may vary widely. A clean .t]_t.l_e_b_LS~9.~ is assumed. Even
after significant reconditioning this vehicle may not qualify for the
Blue Book Suggested Retail value.
Trade-in Value $1,090
Trade-in value represents what you might expect to receive from a
dealer for this consumer owned vehicle. Keep in mind that the dealer
must then absorb the cost of making the vehicle ready for sale,
advertising, sales commissions, arranging financing and insurance
and standing behind the vehicle for any mechanical or safety
problems.
the latest Blue Book ~t~'-~-
h~://~.kbb.~~.~.kc.~b~A;555348;PAO55& 17201 ;~+t;&278~ck; 1...
9/13/03
DON'S TAX SERVICE
492 Franklin Sq. Dr.
Chambersburg, PA 17201-1465
(717) 263-3242
CUMBERLAND COURTHOUSE
1 COURTHOUSE SQUARE
CARLISLE, PA. 17013-3387
ATTN: BUREAU OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2:80601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003035
SUDERS DONALD E
492 FRANKLIN SQUARE DRIVE
CHAMBERSBURG, PA 17291
........ fold
ESTATE INFORMATION: SSN: 266-14-3594
FILE NUMBER: 2103-0696
DECEDENT NAME: FITTRY ORA L
DATE OF PAYMENT: 09/18/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/17/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $614.00
TOTAL AMOUNT PAID:
$614.00
REMARKS: GARY FITTRY
C/O DONALD E SUDERS
SEAL
CHECK# 488
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
STATUS REPORT UNDER RULE 6.12
Name of Decedent: 0/ko`z/ '~ ~ ~
Date of Death: D ~7_ / 7- ~.3~
Will No.: ~2-[ - O t,T>- {__o C~ /o 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 [~ 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 following:
Did the personal representative file a final account with the Court?
Yes _ No [~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes [~ No [--]
Co
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: /D.- /-' o ,L7
SignatUre
Capacity:
Sallie
Address
Telephone No.
[-] Personal Representative
[-] Counsel for personal representative
Name of Decedent:
Date of Death:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
07-,,'7 - ,o~
~ ]-- ("~),~- & _~ b Admin. No.
Will
No.
To the Register:
I certify that notice of (beneficial interest) estate administration 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 -
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Signature
Name
Address
Telephone ( )
Capacity: 4ersonal Representative
Counsel for personal representative
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DZVISTGN
DEPT. 28060!
HARRTSBURG, PA 17128-0601
DONALD E SUDERS
DONS TAX SERVICE
492 FRANKLIN SQ DRIVE
CHAHBERSBURG PA 17201
COHHON#EALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
DATE 02-02-2004
ESTATE OF FZTTRY
DATE OF DEATH 07-17-Z003
FILE NUHBER 21 03-0696
~COUNTY CUHBERLAND
ACH 101
Amount: RemA'lc~ed
REV-1547 EX AFP ¢0].-03)
ORA L
HAKE CHECK PAYABLE AND RENIT PAYHENT TO:
REGZSTER OF HILLS
CUH~ERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR
DZSALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF FZTTRY ORA L FILE NO. 2! 03-0696 ACN 101 DATE 02-02-2004
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION COHCERNZNG FUTURE INTEREST - SEE REVERS~
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. S~ocks end Bonds (Schedule B) (2)
3. Closely Held S~cock/Par:knershAp Zn~ares~ (Schedule C) (3)
~. Nor~gegas/No~as Receivable (Schedule D) (~)
5. Cash/Bank DaposA~s/Hisc. Personal Proper~y (Schedule E)
6. Jo/n~ly Owned Propar~y (Schedule F) (6)
7. Transfers (SchaduZe G) (7)
8. To,al Asse~s
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. FuneraZ Expanses/Adm. Cos~s/NAsc. Expenses (Schedule H) (9)
10. Debts/Not,gage L/ab/ZA~:Aes/L/ans (ScheduZe Z) (10)
11. To,al Deductions
12. Na~ Value of Tax Re~urn
271061.00
.00
.00 NOTE: To /nsura proper
.00 credA~ ~o your accoun*,
.00 submA~ the upper por~/on
.00 of ~hAs form w/~h your
.00
(8) 27,061.00
12,700.00
.0O
(11) 12.700.00
(1:~) 14,361. O0
15.
1~.
NOTE:
Charitable/Governmental Bequests; Non-elac*ad 9115 Trusts (Schedule J) (15) . O0
Ne~ Value of Es~:a~:e Sub~ac~: ~:o Tax (1~) 14,361.00
If an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19
ASSESSHENT OF TAX:
15. Amoun~ of LAne 1~ a~ Spousal rate (15)
16. Amoun~ of L/ne 1~ taxable a~ Lineal/Class A ra~e (16)
17. Amoun* of Line 1~ a~ S/bling re~e (17)
18. Amoun~ of LAne 1~ taxable a~ Collateral/Class B ra~e (18)
19. Pr/nc/pal Tax Due
reflect flgures that lnclude the total of ALL returns assessed to date.
RECEZP1-
NUNBER
CD003035
DISCOUNT (+J
INTEREST/PEN PAID (-)
32.30
TAX CREDITS:
PAYMENT
DATE
09-18-2003
· O0 x O0 = . O0
14,361.00 x 045= 646.00
· 00 x 12 = . O0
· O0 x 15 = .00
(19)= 646. O0
AHOUNT PAID
61~.00
IF PA/D AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6~6.30
.3OCR
.0O
.3OCR
( IF TOTAL DUE ZS LESS THAN $1, NO PAYNENT IS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
RESERVATION:
Estates of decedents dying on or before December 12, 1981 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collataral) beneficiaries of the decadent after the expiration of any estate for
life or for years, the Coeeoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laeful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ISTRATZVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 13 of ZOO0. (71 P.S.
Section 91q0).
Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, 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-1315). Applications are available at the Office
of the Register of Nills, any of the 23 Revenue District Offices, or by calling the special Iq-hour
answering service for fores ordering: 1-800-361-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-~47-3020 (TT only).
Any partY in interest not satisfied with the appraisement, allowance, or disalleeance of deductions, or assessment
of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of
this Notice by:
--aritten protest to the PA Department of Revenue, Board of Appeals, Dept. 181011, Harrisburg, PA 17118-1021, 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 Zndlvidual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17128-0601
Phone (717) 787-650S. See page S of tho booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-la01) for an explanation of administratively correctable errors.
If any tax due is paid eithin three (5) calendar months after the decadent's death, a five percent (51) discount of
the tax paid is alloaed.
The 1SI 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 non-participation
penalty is appealable in the same 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 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, 1982 bear interest at the rate of
six (6Z) percent per annum calculated at a daiIy rate of .00016q. All taxes ehich became delinquent on and after
January 1, 1981 aiil bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1981 through Z003 ara:
Interest Dally Interest Daily Interest Daily
Year Rate Factor Yeast Rate Factor Yea.~r Rate Factor
1982 lOX .000548 1987 9X .000247 1999 7X .OOO19Z
1985 16X .000q38 1988-1991 11Z .000301 lOgO 81 .000219
1984 Ill .000301 1992 9Z .000247 2001 92 .OOOZq7
1985 13Z .000356 1993-199q 7Z .000192 Z002 61 .O0016q
1986 IOZ .000174 1995-1998 91 .OOOZq7 2003 52 .0001~7
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (1S) days
beyond tho date of the assessment. If payment is made after the interest computation date shomn on the
Notice, additional interest must be calculated.