Loading...
HomeMy WebLinkAbout06-20-12 (2)--J REV 1500 15056117,80 ~ EX (02-11) (FI) PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes oePnarme"roFaeve"ue County Code Year Po Box zsosol INHERITANCE TAX RETURN ~ File Number Harrisbur PA 17128-0601 RESIDENT DECEDENT~~ ~ ' j ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 181-03-9985 100320],1 Decedent's Last Name 0 2 D 91918 Suffix Decedent's First Name FANUS MI (If Applicable) Enter Surviving Spouse's Information Below ~' P A R K E R Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE BOXES BELOW REGISTER OF WILLS Q 1 O' X ng;nal Retum Q 2. Supplemental Return Q 3 R . emainder Retum (Date of Death Q 4. Limited Estate ~ 4a. Future Interest Compromise (date of Prior to 12-13-82) 5 F d Q 6. Decedent Died Test t death after 12-12-82) . e eral Estate Tax Retum Required a e (Attach Copy of Wild Q 7. Decedent Maintained a Living Trust (Attach Copy of Trust) Q 8. Total Number of Safe Deposit Boxes Q 9. Litigation Proceeds Received Q 10. Spousal Poverty Credit (Date of Death Q 11 El Between 12-31-91 and 1-1-95) . ection to Tax under Sec. 9113(A) CORRESPONDENT -THIS SECTION MUST BE COMPL N ETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX I (Attach Schedule O) ame NFORMATION SHOULD BE DIRECTED TO: Daytime Telephone Number ROBERT G FREY 7172435838 REGISTER OF WILLS U ONLY First Line of Address C C'7 r;-s 3 5 S HANOVER ST v ~ ~ ~~'-~-t~~ .~ E ~` _._~ Second Line of Address , ~ ~ C..>' ~~" " _ c . '; ~ ~ ~~ City or Post Office State ZIP Code r7'12FILED ~ ~ G t~ CARLISLE PA 17013 f.:~ Correspondent's a-mail address: R F R E Y n9 F R E Y T I L E Y. C O M 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 com lete. Declaration of re arer other than the ersonal re resentative is based on all information of which re arer has any knowledge SIGN~RE OF~1ERJSON RESPONS)$LE ~I~ FILING TURN 5209 T,~RRAC~ ROAD, MECHANICSBURG PA 17050 SIGNATUR (~ PRFDA Con s ADDRESS 5 SOUTH HANOVER STS CARL PA 17013 LY Side 1 L 1505611180 DATE 06/19/12 DATE 06/19/12 150567,1180 J Cf J 1505611280 REV-1500 EX (FI) Decedent's Social Security Number DecedenPsName: ~ , PARKER FANUS RECAPITULATION 181- 0 3- 9 9 8 5 1. Real Estate (Schedule A) .................. 1 161000.00 2. Stocks and Bonds (Schedule B) .............. . ...................... 2. N 0 N E 3. Closely Held Corporation, Partnership or Sale-Proprietorship (Schedule C) ... 3. NON E 4. Mortgages and Notes Receivable (Schedule D) ........................ . 4. NONE 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ... , 5. 53922.00 6. Jointly Owned Property (Schedule F) OSeparate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 7 5 311.0 0 (Schedule G) OSeparate Billing Requested ...... . ~. NONE ~. Total Gross AccnM n,,._~ ~ :___ .., _ -_ ~~ ~~~~~~~~~ ~ 8. 290233.00 9. Funeral Expenses and Administrative Costs (Schedule H) ............ . 9. 6289.00 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ......... 10 11. Total Deductions (total Lines 9 and 10) ... . 1213.00 ........................... 12. Net Value of Estate (Line 8 minus Line 11 ... 11. 7502.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not bee 12 2 8 2 7 31.0 0 n made (Schedule J) .................... . . 13 14. Net Value Sub"ect to Tax Line 12 minus Line 13 . 0.00 ......... . TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 14 2 8 2 7 31.0 0 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 0 16. Amount of Line 14 taxable 15. 0 . 0 0 at lineal rateX.O 45 282731 00 . 17. Amount of Line 14 16. ], 2 7 2 2. 9 0 taxable at sibling rate X # # tt 18. Amount of Line 14 taxable 1 ~ ~ . ~ ~ at collateral rate X # # ~ 19. TAX DUE .............. 18. U.OO . ............................. ........ . 19. 12722.90 20. FILL IN THE BOX tF YOU ARE REQUESTING A REFUND OF AN OVERPA YMENT Side 2 L 1505611280 1505611280 J REV-1500 EX (FI) Page 3 Decedent's Complete Address: J. PAf STREET CITY G Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest File Number FATE PA Total Credits (A + B ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. ZIP 1 181-03-9985 (1) 12722.90 (2) 0.00 (3) (4) 0.00 (5) 12722.90 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRI 1. Did decedent make a transfer and: ATE BLOCKS a. retain the use or income of the property transferred .................................. Yes No b. retain the right to designate who shall use the property transferred or its income ........................................... c. retain a reversionary interest .............................. .. ... d. receive the promise for life of either payments, benefits or care? .................................................................... 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................... . . ............................................................... ^ X 3. Did decedent own an "in trust for" orpayable-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. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)j. the surviving For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [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 21 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 percent [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 percent, except as noted in [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 percent [72 P.S. §9116(a)(1.3)). A sibling is ()] defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (01-10) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ~-.71P11C Vh: J. PARKER FANUS FILE NUMBER: All real property ownnri cnlu~.,... __ _.____.. would be exchanged between a willing buyer and,a w Ming sel eusneither be ng ccompelled to buyaor~sellabothahavting (reasonable know edge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM Attach a copy of the settlement sheet if the property has been sold. NUMBER Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE DESCRIPTION OF DEATH 1~ 5211 Terrace Road, Mechanicsburg, PA 161,000 TOTAL (Also enter on Line 1, Recapitulation.) $ If more space is needed, use additional sheets of paper of the same size. 161,000 REV-1508 EX+ (11-10) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CAShIf BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: J. PARKER FANUS FILE NUMBER: Include the proceeds of litigation and the date the proceeds were received by the estate. Afl property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1 M&T Bank checking acct no. 517518 OF DEATH 2 M&T Bank savings acct. no. 25004920127097 8,586 3 Tangible personal property. Valuation attached 600 4 16 US Savings Bonds 4,070 5 16 US Savings Bonds 8,235 6 16 US Savings Bonds 4,330 7 16 US Savings Bonds 4,212 8 75 US Savings Bonds 4,167 19, 722 TOTAL (Also enter on line 5, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size. 53 922 REV-1509 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE ~F~ SCHEDULE F JOINTLY-OWNED PROPERTY J. PARKER FANUS FILE NUMBER: If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) A. Henrietta F. Schlegel B. C. ADDRESS RELATIONSHIP TO DECEDENT 5209 Terrace Road Daughter Mechanicsburg, PA 17050 JOINTLY OWNED PROPERTY: ITEM LETTER FOR JOINT DATE DESCRIPTION OF PROPERTY NUMBER TENANT MADE JOINT INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR D DATE OF DEATH IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE ATE OF DEATH DECEDENT' O 1• A. 4/19/08 . Members First CD No. 328077-46 VALUE C!F ASSET INTEREST DECEDENT s ~N TERESr 2 A Members First CD No 328077 25,116.00 50.00% 12, 558.00 ~ 4/19/08 . -45 3 A Members First CD No 328077 50,233.00 50.00% 25,116.50 • 4/19/08 . -47 4 A Members First CD No 328077 25.,069.00 50.00% 12,534.50 . 2/18/10 . -48 50,204.00 50.00% 25,102.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL (Also enter on Line 6 Recapitulation) $ If more space Is needed use additional sheets of paper of the same size. 75 311 REV-1511 EX + (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ~~r.~~ _ SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS J. PARKER FANUS FILE Decedent's debts must be reported on Schedule I. ITEM Ae FUNERAL EXPENSES: ~ • Hollinger Funeral home -urn 2. Funeral Bill to Hollinger Funeral Home 3. Westminster Cemetery B• ADMINISTRATIVE COSTS: ~ Personal Representative Commissions: Name(s) 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 Zlp Relationship of Claimant to Decedent 4. Probate Fees: 5• Accountant Fees: 6. Tax Retum Preparer Fees: 7. Brian Magaro, personal property valuation 8. Advertising fee to Cumberland Law Journal and the Sentinel 9. Diversified Appraisals, real estate valuation 410 990 1,965 1,250 389 585 75 275 350 TOTAL (Also enter on Line 9, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS J. PARKER FANUS FILE NUMBER Dew...a d_~~ :_ ~•~r~~ ~ ~o~u i~wurrea oy me decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE 1 • OF DEATH Final bill - Pa American Water Co. 2. Final bill - Verizon 3. Final bill - Comcast 4• Final bill -Hampden Twp. 5. Final bill - PPL 6. Griswald Special Care 7. Sharon Fulginiti -Personal Caregiver TOTAL (Also enter on Line 10 Recapitulation) I $ If more space is needed, insert adddionai sheets of the same size. 49 14 20 148 178 704 100 1,213 REV-1513 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT CJIHItt)F: J. PARKER FANUS SCHEDULE J BENEFICIARIES --~ FILE NUMBER: NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY [ TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1 Henrietta F. Schlegel 5209 Terrace Road, Mechanicsburg, PA 17050 2 Jerry Beam 5231 Terrace Road, Mechanicsburg, PA 17050 3 Brian Beam 5247 Terrace Road, Mechanicsburg, PA 17050 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) ughter Son AMOUNT OR SHARE OF ESTATE 1/3 of Residue 1/3 of Residue 1/3 of Residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV 1500 COVER SHEET AS APPROPRIATE II NON TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET If more space is needed, use additional sheets of paper of the same size. 0.00 ~ PENNSYLVANIA INHERITANCE T BUREAU of INDIVIDUAL TAXES I N F O R MA T I O N N O T I C E Po Box 2B0001 Pennsylvania AND HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE TAXPAYER RESPONSE REV-1543 E% AFP (OS -11) HENRIETA F SCHLEGEL 5209 TERRACE RD MECHANICSBURG PA 17050-6813 FILE N0. 21 ACN 11168077 DATE 10-14-2011 EST. OF J P FANUS SSN 181-03-9985 DATE OF DEATH 10-03-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST XC~ CERTIF. MEMBERS 1ST FCU provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent, deceased and any amount other than zero is reflected belowwonetheDPotentialbTaxlDueYlinehlnoteDnottaxlmay be due, but notify the department of You are the spouse of the you must If you believe the informatioYour,n2claeC~nplePse obtaen Wece~endor~e tionkfrom Bhe flnanciaARTnstibe~OCW aadttachiaic~opy tooihie"form aAdTreturn it to the above address. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 328077-46 Date 04-19-2008 Established To ensure proper credit to the account, two copies of this notice must accompany Account Balance $ 25, 116.24 payment to the Register of Wills. Make check Percent Taxable X payable to "Register of Wills, Agent". 50.000 Amount Subject to Tax NOTE: If tax payments are made within three $ 12,558.12 Tax Rate X months of the decedent's date of death, . 0 4 5 deduct a 5 percent discount on the tax due. Potential Tax Due $ 565.12 Any inheritance tax due will become delinquent PART nine months after the date of death. TAXPAYER RESPONSE FAILURE TO RESPDND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain C C H E C K a discount or avoid interest, or return this notice to the Register of Wills and 0 N E ~ an official assessment will be issued by the PA Department of Revenue. BLOC K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return 0 N L Y filed by the estate representative. PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ 7. Tax Rate ~ X 8. Tax Due 8 $ PART OFFICIAL USE ONLY [] AAF PA DEPARTMENT OF REVENUE PAD 1 2 3 4 5 6 7 8 C• ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3^ below. DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. HOME ( ~ TAXPAYER SIGNATURE WORK C ~ TELEPHONE NUMBER nw,-r PENNSYLVANIA INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES I N F O R MAT I O N N O T I C E Po Box zao6ol Pennsylvania AND FILE HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE TAXPAYE R RESPONSE AC N REV-1543 EX pFP (p5-I1) DA T E HENRIETA F SCHLEGEL 5209 TERRACE RD MECHANICSBURG PA 17050-6813 EST. OF J P FANUS SSN 181-03-9985 DATE OF DEATH 10-03-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 N0. 21 11168076 10-14-2011 TYPE OF ACCOUNT ^ savlNGs ^ CHECKING ^ TRUST CERTIF. MEMBERS 1ST FCU Records indicate that at the death of the above-named decedent, provided the department with the information below, which was used in calculating the inheritance tax due. deceased and any amount other than zero is reflected belowwonetheDPotentialbTax~Dueylineh~noteDnottaxlmayobe due,hbutouse of the notify the department of your relationship to the deceased b checking Box C in PART 1 below and writin If you believe the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and Ur musn it to the above address. Please call 717-787-8327 with 9 SpOUSe" in PART 2. questions. COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 328077_4~r Date 04-19-2008 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance ,~ 50 , 232.50 payment to the Register of Wills. Make check Percent Taxable X payable to "Register of Wills, Agent". 50.000 Amount Subject to Tax $ 25, 116.25 NOTE: If tax payments are made within three TaX Rate X months of the decedent's date of death, . 0 4 5 deduct a 5 percent discount on the tax due. Potential Tax Due $ 1, 130.23 Any inheritance tax due will become delinquent PART nine months after the date of death. TAXPAYER RESPONSE FAILURE 70 RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT A. The abov ^ e information and tax due is correct . Remit payment to the Register of Wills with two i C H E C K a discount or avoid interest, or ret th cop es of this notice to obtain 0 N E urn is an official assessment will be i notice to the Register of Wills and C ~ B L 0 C K ssued by the PA Department of Revenue. 0 N L Y B. ^ The above asset has been or will be reported and tax id filed by the estate representative. pa with the Pennsylvania inheritance tax return PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due DADT OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 5 6 7 X 8 +~ OFFICIAL USE ONLY ^ AAF PA DEPARTMENT OF REVENUE PAD 1 2 3 4 5 b 7 8 DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) Under ~ penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. HOME ( ~ TAXPAYER SIGNATURE WORK ( ~ TELEPHONE NUMBER ~IATr C. ^ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART ~ below. j PENNSYLVANIA INHERITANCE TAX BUREAU of INDIVIDUAL TAXES ~ I N F O R MAT I O N N O T I G E PD BDx 2BB6B1 Pennsylvania AND FILE No. 21 HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE TAXPAY E R RESPONSE AC N 1 1 1 6 8 7 8 REV-1543 EX AFP (p5-I1) DATE 1 0 - 14 - 2011 HENRIETA F SCHLEGEL 5209 TERRACE RD MECHANICSBURG PA 17050-6813 EST. OF J P FANUS SSN 181-03-9985 DATE OF DEATH 10-03-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT ^ SAVINGS ^ CHECKING ^ TRUST CERTIF. MEMBERS 1ST FCU provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above named decedent, deceased and any amount other than zero is reflected belowwonethe~POtentlalbTax~Dueylineh~notenno taxlmay be due, but notify the department of your relationship to the deceased by checking Box C in PART i below and writing ~'spouse'hinsPART 2 f the If you believe the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form a~dUr mUSn it to the above address. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 328077-47 Date 04-19-2008 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 25, 068.64 oavment to the Re gister of Wills. Make check Percent Taxable X Payable to "Register of Wills, Agent". 50.000 AmOUnt Subject t0 Tax N07E: If tax payments are made within three Tax Rate X $ 12,534.32 months of the decedent's date of death, . 0 4 5 deduct a 5 percent discount on the tax due. Potential Tax Due $ 564.04 Any inheritance tax due will become delinquent PART nine months after the date of death. TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT A. ^ The above inf ormation and tax due Remit is correct. pavment to the Register of Wills with two c i CHECK a discount or avoid interest, or return thi op es of this notice to obtain C 0 N E an official assessment will be s issued b t notice to the Register of Wills and ~ B L 0 C K y he PA Department of Revenue. 0 N L Y B. ^ The above asset has been or will be reported and tax paid filed by the estate representative . with the Pennsylvania inheritance tax return C. ^ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART ~2 and/or PART 3^ below. PART If indir~~;.... _ ^ - ---~• -' ~ ~~ r::~ cax rate, please state 2 relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ 7. Tax Rate ~ X 8. Tax Due 8 ~` OFFICIAL USE ONLY ^ AAF PA DEPARTMENT OF REVENUE PAD 1 2 3 4 5 6 7 8 ~n~ DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) s Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. HOME ( ~ TAXPAYER SIGNATURE WORK ( ~ TELEPHONE NUM6FR ,..__ PENNSYLVANIA INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES I N F O R MA T I O N N O T I C E Po Box zao6ol Pennsylvania AND FILE HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE TAX PAYE R RESPONSE AC N REV-1543 E% AFP (OS-11) DA T E HENRIETA F SCHLEGEL 5209 TERRACE RD MECHANICSBURG PA 17050-6813 EST. OF J P FANUS SSN 181-03-9985 DATE OF DEATH 10-03-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS TD: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 N0. 21 11168079 10-14-2011 TYPE OF ACCOUNT ^ SAVINGS ^ CHECKING ^ TRUST CERTIF. MEMBERS 1ST FCU Records indicate that at the death of the above-named decedent, provided the department with the information below, which was used in calculating the inheritance tax due. deceased and any amount other than zero is reflected belowwonetheDPotentialbTax~Dueylineh)noteDno taxlmay be due, but you must notify the department of You are the spouse of the your relationship to the deceased by checking Box C in PART 1 below and writing spouse" in PART 2. If you believe the information is incorrect, please obtain written correction from the financial institution, attach a copy,to this form and return it to the above address. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 328077_48 Date 02-18-2010 7o ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 50,203.76 Payment to the Register of Wills. Make check Percent Taxable X Payable to "Register of Wills, Agent". 50.000 Amount Subject t0 Tax $ 25, 101. $$ NOTE: If tax payments are made within three Tax Rate X months of the decedent's date of death, . 0 4 5 deduct a 5 percent discount on the tax due. Potential Tax Due $ 1,129.58 Any inheritance tax due will become delinquent PART nine months after the date of death. TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT A. ^ The above inf ormation and tax due Remit is correct. payment to the Register of Wills with two C H E C K a discount or avoid interest, or retu t copies of this notice to obtain 0 N E an official assessment will be rn his i notice to the Register of Wills and C ~ B L 0 C K ssued by the PA Department of Revenue. 0 N L Y B. ^ The above asset has been or w311 b f e reported and tax id iled by the estate representative . Pa with the Pennsylvania inheritance tax return PART If indicating a different tax rate, relationship to decedent: please state TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ 7. Tax Rate ~ X 8. Tax Due B ~` PADT OFFICIAL USE ONLY ^ AAF PA DEPARTMENT OF REVENUE PAD 1 2 3 4 5 6 7 8 DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) Under ~ penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. HOME ( ~ TAXPAYER SIGNATURE WORK C ~ TFI FPUnur -n~..n.-., C• ^ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3^ below. SUMMARY OF I'VIPORTANT FACTS AND CONCLUSIONS LOCATION: 5211 Terrace Road Mechanicsburg, Pennsylvania TAX PARCEL NUMBER: 10-18-1319-202 IMPROVEMENTS: One-story detached single-family dwelling. .PROPERTY RIGHTS: Fee simple interest. OWNERSHIP HISTORY: The subject property is owned by the estate of J. Parker Fanus. The property last transferred on July 1, 1999 for a reported consideration of $116,000.00 and ownership conveyed on Deed Book 203-78. SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the subject's area, an inspection of the subject property, an estimation of the property's highest and best use, consideration of all three approaches to value, and the application of those relevant to the valuation of the subject. CLIENT: The estate of J. Parker Fanus INTENDED USER: The estate of J. Pazker Fanus OBJECTIVE: To estimate the market value of the subject property as unencumbered. EFFECTIVE DATE: October 3, 2011. INSPECTION DATE: November 1, 2011. HIGHEST AND BEST USE: Continued use as asingle-family residence. COST APPROACH: N.A. SALES APPROACH: $161,000. INCOME APPROACH: N.A. FINAL VALUE CONCLUSION: $161,000. 2 ~' ~ ~3r~~n ag~~~3 Auctio~Qer 6D8 Magaro Road Enola, Pennsylvania ~ 7©25-19 i 2 ?1?-?32-?9443, ?1?-7?3-6236- cell, email: znagaroauctionr~raol.co~ ~~ ~~ ~~~~~ ~ a ~~ ~~ ~~.~~ r ~ (~ ~~~ ~ ~~` ~~iC~S~ . `~ ~ Estate S. ~ µ ~ Persona! ProQerty 1i Commercial i~~~ ~o Liquidations and - ~/ Real Estatc AUCTIONEER Phone: (717) 732-7940 b08 ,~lagazo Road '~ Cell: (717) 773-6236 Enola, PA 17025-1912 Email: magaroauction@aol.com LAST WILL AND TESTAMENT I, J. PARKER F.~NtJS, of the Township of Hampden, County of Cumberland, Commonwealth of Pemisylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and m~~king void all former wills and codicils by me at anytime heretofore made. FIRST. I order and direct that all my just debts, funeral expenses and expenses in connection with administration of my Estate be paid by my personal representative or representatives, hereinafter named, as soon as conveniently may be done after my decease. I further authorize my personal representative to expend funds from my Estate in such amounts as my personal representative shall consider appropriate, for the disposition and memorial of my remains. SECOND. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my wife, RUTH A. FANUS, if she survives me. THIRD. For thc; purposes of this my Last Will and Testament, a person shall not WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania I'I013 be deemed to have survived me unless he or she shall have survived me by more than ninety (90) days. FOURTH. If my wife, RUTH A. FANUS, should fail to survive me, I give, devise and bequeath thE~ residence in which I reside, subject to any liens then of record, at . ~ my date of death unto my daughter, HENRIETTA F. SCHI.EGEL. If she should fail to survive me, I order and direct that my said residence be distributed as part of my residuary estate. FIFTH. All the rest, residue and remainder of my Estate, real, personal and WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my daughter, HENRIETTA, F. SCHLEGEL and my grandsons, JERRY B. BEAM and BRIAN B. BEAM, in equal shares. If any of them should fail to survive me, I give, devise and bequeath hip or her share unto the one or more of them who shall survive me, r in equal shares. SIXTH. I order and direct that any estate, inheritance or similar tax due as a result ~f my death with respect to any property passing as a result of my death, shall be paid From the residue of my Estate before its division into shares and prior to distribution as an expense of administrati~~n and that no part of the taxes should be prorated or apportioned among the persons or b~~neficiaries receiving the taxable property. It is my express intention that all inheritance taxes imposed as a result of my death be paid from the residue of my Estate whether or not the property passes under my Last Will and Testament. My person<<I representative shall have full power and authority to pay, compromise or settle ar y such taxes at anytime whether with respect to present or future interests. -2- ._ ~ SEVENTH. Any and all decisions, determinations or actions made or taken by a personal representative hereunder, if made in good faith, shall be final and conclusive on all persons who are or may become interested in my Estate. No fiduciary acting under this my Last Will and Testament shall be liable for any error in judgment or for any depreciation or reduction in value of any Estate assets at anytime, in the absence of willful default. LASTLY. I nominate, constitute and appoint my wife, RUTH A. FANUS, to be the Executrix of this m~~ Last Will and Testament, but if, for any reason, she should fail to r qualify as such Executrix or decline or cease so to serve, I nominate, constitute and appoint my daughter, HENRIET°I'A F. SCHLEGEL, and my grandsons, JERRY B. BEAM and BRIAN B. BEAM, to be the successive alternate personal representatives hereof, all to serve without bond. IN WITNESS V6~IiEREOF, I, J. PARKER FANUS, have hereunto set my hand and seal to this my Last Will and Testament which consists of five (5) typewritten pages to each ofwhich I have affixed my signature, this 29th day of November , A.D. Two Thousand Five (2005). ' (SEAL) arker Fanus WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 1701; -3- . ~ The preceding ir.~strument, consisting of this and four (4) other typewritten pages, each identified by the signature of the Testator, was on the date thereof signed, sealed, published and declared by J. PARKER FANUS, the Testator therein named, as his Last Will and Testament, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. ~~ ~ Acknowledgment COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS: I, J. PARKER F,~NUS, the person whose name is signed to the foregoing instrument, having beert duly qualified according to law, do hereby acknowledge that I signed and executed tht:~ instrument as my Last Will and Testament and that I signed it willingly and as my fret: and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by J. PARKER FANUS, this 29th day of November ~ 2pp~ J. arker Fanus WAYNE F. SHADE `~ /vliD~' Attorney at Law Notary P blic 53 West Pomfret Street Carlisle, Pennsylvania I ~~ I' COMMQN WEgLTH OF PENNSYLVANIA -4_ NOTARIAL SEAL CONNIE J. TRITT, Notary Public Carlisle Boro., Cumberland County My Commission Expires October 5, 2008 ~ -~ - Affidavit witnesses, this w F ~~ ~~ Notary P lic COMMC1NWc'gLTH U~ r'ENNSYLVANtq NOTARIAL SEAL --'t CONNIE J. TRITT, Notary Public Carlisle Boro., Cumberland County M Commission Expires October ~ 2008 t WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS: We, G7avnP F .S'harlcs and Helen H. Shade ,the witnesses whose names are signed hereto, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will and Te:;tament; that the Testator signed willingly and executed it as his free and voluntary act fir the purposes therein expressed; that each subscribing witness in the hearing and sight of'the Testator signed the Will as a witness; and that, to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no con:;traint or undue influence. Sworn to or affirmed and subscribed to before me by Wayne F. Shade and Helen H. Shade 29th day of November , 2005. -5-