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Home My WebLink About10-19-12 (3) 1505610140 REV-1500 Ex (°'-'°' PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po sox zaosol INHERITANCE TAX RETURN Harrisburg PA 17128-0601 RESIDENT DECEDENT 2 1 1 1 0 9 8 5 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth NIMDDYYYY 2 2 0 1 0 1 0 1 0 1 9 5 0 Decedent's Last Name Suffix Decedent's First Name MI F I S H E R M A R I L, Y N L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL INAPPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ^X 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death 4. Limited Estate ~ 4a. Future Interest Compromise (date of prior to 12-13-82) ~ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO Name : Daytime Telephone Number K E N N E T H J M C D E R M O T T 7 1 7 7 6 3 1 1 2 1 REGIST ILLS US~NLY ~I ~ First line of address r ~ ~ ~ ~ ~_.. -y CD ~,... n C 1 3 4 2 5 S I M P S O N F E R R Y R O A D v~ r, t o~; ~ ~-~ ~'~ Second line of address ~d ` b r' ;'~; ~~ :T} City Or Pos! Offioe State ZIP Code ~I_ OATE FILED-~ ~~ V C A M P H I L L P A 1 7 0 1 1 Correspontlent's a-mail addness: MCDERMOTTaSHUMAKERWILLIAMS•COM under penalties of perjury, I declare that I have examined this return, including accompanying schetluleS and statements, antl to the best of my knowledge and belie( it is true, correM and complete. edlaration or preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN TURE 0 PER N R PQ SIB~OR FILING RETURN DATE • ~~b~l~-~nf ADDRESS 51 ROSEDALE APARTMENTS HERSHEY PA 17033 SIGNA E.O~F "P)REPARER OTH~E AD1 REPRESENTATIVE DATE'/ SS ( ~ - ID-I~ ~~ 425 SIMPSON FERRY ROAD CAMP HILL PA 17011 PLEASE USE ORIGINAL FORM ONLY Side 1 1505618140 1505610140 1505610240 REV-1500 EX Decedent's Social Security Number Decedenrs Name: MARILYN L• FISHER RECAPITULATION t. Real Estate (Schedule A) ..........................:................ 1 2. Stocks and Bonds (Schedule B) ...................................... 2. 3. Closely Held Corporation, Partnership or Sole-Propdetorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6. Jointly Owned Property{Schedule F) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers 8 Miscellaneous Ng~Probate Property (Schedule G) u Separate Billing Requested ....... 7. 8. Total Gross Assets (total Lines t through 7) ............................ 8. 1 8 9 0. 8 2 2 1 2 0 0. 2 5 2 3 0 9 1, 0 7 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 11. Total Deductions (total Lines 9 and 10) ............................... 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................ 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . ........... ... ..... .. 14. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)X.0 _ 0 . 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .0_ 0 . 0 0 1g. 17. Amount of Line 14 taxable at sibling rate X .12 1 4 9 7 8. 9 2 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 ~ ~ 18. 19. TAX DUE ...................................................... 19. 20. FILL IN THE OVAL IF YbU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15M561O24O 8 1 0 9. 1 5 3. 0 ~ 8 1 1 2. 1 5 1 4 9 7 8. 9 2 1 4 9 7 8. 9 2 0. ~ 0 0. 0 0 1 7 9 7. 4 7 0. 0 0 1 7 9 7. 4 7 15[15610240 J REV-1500 EX Page 3 ~ Decedent's Complete Address: File Number 21 11 0985 DECEDENT'S NAME MARILYN L• Fl'SHER STREET ADDRESS - 222 RENO STREET CITY STATE 21p NEW CUMBERLAND PA 17070 Tax Payments and Credits: 1. 2. Tax Due (Page 2, Line 19) Credits/Payments (1) 91,797.47 A. Pdor Payments B. Discount 3. Interest Total Credits (A + B) (2) 90.00 4. If Line 2 is greater than Line 1 +Line ~, enter the difference. This is the OVERPAYMENT. (3) FIII In oval on Page 2, Lfne 20 to request a rePond. (4) 00.00 5. If Line 1 +Line 3 is greater than Line a, enter the difference. This is the TAX DUE. (5) 91, 797 4 7 Make check payable to REGISTER OF WILLS, AGENT PLEASE ANSWER TMNE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or ipceme of the property transferred : ...................................................................... b. retain the right to designate who shall use the property transferred or its income : ............................... c. retain a reversion$ry interest or ................................................................................... d. receive the promi8e for life of either payments, benefits or care? ........................................... 2. If death occurred attar December t2,1982,did decedent transfer property within one year of death without receiving adepuate consideration? ........................................................................... 3. Did decedent own an!'in tmst for" orpayable-upon-0eath bank account or security at his or her death? 4. Did decedent own an',,individualntirement account, annuity or other non-probate property, which Yes No ^ X^ ......... ^ X^ ......... ^ D contains a benefidarp designation? .................................................................................................. ^ IF THE ANSWER TO ANY OF THE A ROVE 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, 194, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, t 9~5, 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. i) (ii)]. The statute Noes not exempt a transfer to a surviving spouse from tax, and the stab~tory requirements for disclosure of assets and filing a tax return are still applicable evert 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.:i percent, except as noted in 72 P.S. §9116(1.2) ((72 P.S. §91 t6(a)Q1)j. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is t2 percent (T,? P.S. §9116(a)(1.3)]. Asibling is defined, under Sectlon 9102, as an individual who has at least one parent in common with the decedent, whether by blood ov adoption. REV-1503 EX+(6-98) I - - -- - - SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MARILYN L• F]:SHER 21 11 0985 All property jointtycvmed vdlh dgM of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE i. PIONEER INVESTMENTS OF DEATH PIONEER VALUE FUND A/FUND •2 (180.078 SHARES AT i1D•50 PER SHARE) 01,890.82 ACCOUNT N0. 958158870 TOTAL (Also enter on line 2, Recapitulation) 5 (If more space is needed, insert additional sheets of the same size) ~Oc?, ?q, 2411 1:46°M PIONEER ~nvestments° FROM : pioneer Investment Management Shareholder Services, Inc, PO Box 55014 Boston MA 02205-5014 TEL. N0. (800) 225-6292 FAX N0. (800) 225-4240 Vo.2702 P. 1 Please delivdr the folio ' ~pa~eQ(~L TRANSMITTED TO: 1~ v. ~'r~~ COMPANY: FAX NUIVIBER: 7(7- 7 G ~ 7 y( NUMBER OF PAGES: _~(inclutiing cover sheet) TRANSMI'$/TF,D FROM: .KSSe DATE; / (/~a`~-( ~- COMMENTS: This massage is tategded only for the use of the individual or entity ro which it is addressed, and may canfaie infotma6on that is privileged, eonfidential and exempt from disclosure under applicable ]ew. If the reads of this co~tmnuuicationtisestri~ed renptwtS you ere hereby noti5ed that any dissemination, distribution ur copying of this F y prohtbi[ed. Tf you have received this communication in error, please nati(y ue immediately by cilling (B00) 225-6292, and return the original message to us at the above address via U.S. maiY. ,,Oc`. _In 2r _ 46PI^ ®FIONEER Investments' October 20, 2011 Shumaker Williams, PC Attn: Ryan P Siney Fax# (717) 763-7419 REFERENCE• CORRO# 00419637 Pioneer Value G~und A Fund# 2 Accdunt# 958158870 Marilyn L Fishbr Aear Mr. Siney: No, 2102 P, 2 Thank you for taking the time to notify us of the death of Marilyn Fisher. Please extend our belated condolgnces to her family. Please note thati the date of death, January 2, 2010, was anon-business day for Pioneer. Thereforq 1 am prroviding you with the account value as of the last basin<ss day preceding Marilyn Fisher's death. The value of the account on becember 31, 2009 was $1,890.82 (180.078 shares Q $10.54 per share). If you have any questions, please contact our Client Service bepartment at 1-800-225-6292, 8:00 a.m. to 7:00 p.mi. Eastern Standard Time, Monday through Friday. espondent Pioneennvestment Management General Inquiry ShareholCe15ervlces, Inc. 80622&8292 P,O. aox 55014 Retirement Plens Boston, MA 0220S501a 800b22A1r6 "Memberorthe UniCreOit Bashing GPoUp, Registef Of Banking Groups.' REV-1508 EX+(1 i-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TA% RETURN RESIDENT DECEDENT OF: YN L. F SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Indude the proceeds of litigatbn and the date the pr All property jointly owned with right of sunlvorshl ITEM dUMBER DESCRIPTION i, NEW CUMBERLAWD FEDERAL CREDIT UNION ACCOUNT NO• 8666 2• METRO BANK CHECKING ACCOUNT ACCOUNT NO• ',552D12320 3. UNITED STATE$ TREASURY LUMP SUM PAYMENT 4- UNITED STATE$ TREASURY 2009 INCOME TAX REFUND 5• PENNSYLVANIA.UNCLAIMED PROPERTY 6• CORDIER ANTIQUES 8 FINE ART PROCEEDS FROM SALE OF ASSETS FOR BRENDA GgRRISON, DECEASED 7• 2001 TOYOTA COROLLA LE KELLEY BLUE BOOK VALUE FOR GOOD CONDITION Wefe feCelVed by the ElState. be dbclosed on Schedule VALUE AT DATE OF DEATH 99,923.60 #4,339.23 9103.20 9610.00 9520.47 #467.75 95,236.0^ TOTAL (Also enter on Line 5, Recapitulation) S If more space is needed, insert additional sheets of paper of the same size New Cumberland Federal Credit Union Your Community Credit Union P.O. Box 658, New Cumberland, PA 17070-0658 Phoue: (719) 774-7706. 1-800-716-2328 • Fax: (717) 774-7996 • Web: www.ncfcuonline.org September 27, 2011 Shumaker Williams, P,C. P.O. Box 88 Harrisburg, PA 17108 12E: Estate df Marilyn L. Fisher Date of Death: January 2, 2010 Dear Mr. Siney'b Pursuant to your letter dated September 23, 2011, in regards to Estate of Marilyn L. Fisher the in1`'ormation is as follows: Account Numb$r: Owner(s) on Account: Date acct opened: Date of Death Balances: Dividends: Safe Deposit Bops: 8666 Marilyn L. Fisher 07/13/1979 S1 - $9,884.72 $ 38.88 N/A If you need anything additional in regazds to this information, please feel free to contact me directly. Sincerely, /-/~b r Wn Branch Manager' OCT - 4 1011 METRO BANK October 29, 2011 Shumaker Williams PC PO Box 88 Harrisburg PA 17108 3801 Paxton Street Harrisburg, PA 17111 RE: Esta[e of: Marlyn L. Fisher Tax Identificati n Number: 177-42-2395 Date of Death: January 2, 2010 888.937.000.4 mymetrobank.com To Whom It May Conclern: This letter is in referenke to decedent account information you requested for the Individual listed above. We are able to provldeJ the following: Account Type: Checkin Account Number: 552 12320 Date Opened: 7/26/196 Primary Owner: Marily~ L. Fisher Date of Death Balancea$4339.23 Please feel free to cont8ct me at (717) 412-6122 if I may be of further assistance. Sincerely, i~~~ Diana Reynolds Me[ro Bank Support Associate/Depgsit Services RE410NAL FINANCIAL CENT P.0. BOX 7609 KANSAS CITY, MO 84118-0209 OFFlCIAL BU81NE89 PENALTY FOR PRR/ATE U9E 5300 ~~ ~~~ Ci _~ III' U 5 ~"i ~f ~~ ~ `~I~ :a~~:.~1_I~~ ~~~ \~ ^lsx ~' "t ~ e i ~' 05 i3 i46371r i4CT~. I , t~o33 FIRST CLASS PRESORT POSTAGE AND FEES PUD DEPARTMENT OF THETREASURY PERMR NO.O.4 ThIT DECEASED 1 Va'FU U.S. Individual Income Tax Return LUIJ~ (991 In9 USe Only-Da not wilts or atsple In his space. label F« fns Yew Jan. 1-Doc. Ot, 2aoe, or omar Iex Year beginning , 2009, sntline pe M N . t 515-0 (See ~ Your first name and initial Lasl name (DEC . O 1, 0 2 / 10) Voursodel secudry number Instmctians A MARILYN ISHER 177:42`2395 an page 14.) 6 If a iolnt return, spouse's first name and Initial Last name 9peuae's wclN saeudry numtMr Use the IRS ~ Ia0e1. N Home address number and street). If you have a P.0. box, sae page 14. Apt. no. You ~muat enter Otherwise, dnt Please E 51 ROS DALE APARTMENTS •yourSSN(s)above.• p R or type E city, town «poeroeka, ahfq entl ZIP wile. It op nrvs • roralpn atltlrwe, sn I Y PWN<. Ch ki t i . Presidential x ng a wx lueow w ll rwt HERSHE PA 17033 cner,gsyou.tex«ren,na. Election Campsi gn - Chec here tt ou, or ours use H filht Dint ,want S3 to to this fund see papa 14) - Q You Q Spouse Filing Statu9 1 Single', 1 Head of household (with qualllylnq person). It the qualifying 2 Q Marded filing Iointty (even V Doty one had Income) person is a chiftl but not your dependent, enter this child's Check Doty 3 ~ Marde'~ filing separatety. Enter spouse's SSN above name here. - one box. and fu 1 name hen. - S ~ Ouali In widower with de endent chiltl see a e 16 Ba Youn E7temptlans Ii. If someone can claim you as a dependent, da not check box 6a ............................................... eas° o"ecks0 1 ~ on 8a end fib h Q S Oei ................................................................................................................................ ...... No. of tlilltlren e Dependerd : (2)Depantlant's eodtl aecutlN numbr (Ol Depentlanre relsgonanip to np on 9<w~o: dl • Ilved with you Mad ta (11 Flnt nom. I Wt nom. y«i aa (~ I7f • dltl not live with d t dW you ue o Oms or aaparsdon t If more than four ~ la« °~ dependents, see page 17 and o`Pt ~ °e ao .e;v: check here - ~ ~ Atltl numbers d Total numb rofexem tlonsclaimed ......................... . ._.._,..,,,,,,_. ;"';,"ef- 1 Income 7 Wages, sal des, tips, etc. Attach Form(s) W-2 ,,,,,,,,,,,,,,,,,,,,,,„....,..,.,.........,..,............................... 7 Z 5 0 31 . Attach Form(s) m Taxable Int rest. Attach Schedule 8 h required ............................................... 8a 6 9 . W-2 here. Alas h Tax-exemp Interest. Oe oat Include on line 8a ................................. 8D '~~'""" ::.:>,<; ~' attach Forma 9a Ordinary d W-20 d bends. Attach Schedule B if required ................................................ 9a 2 6 . an h Ouallfled dl 1099-Rlftaa idends (see papa 22) ~ ~~~ ~~~~~ ~~ ....... ......... 9b 26 ~~ was withheld. 10 Taxable refit nds, creOlts, or offsets of state and local Income taxes ............. ......................................... }g 11 Alimony re Ived ..................................................................................................................... 11 If you did not 12 Business Inc ome or (loss). Attach Schedule C or C-EZ ............................... __,,.,., ip get a W2, 19 Cap0al galn or (loss). Attach Schedule D 0 required. If not requlretl, check here ........... - Q 19 see page 22. 1/ Other galns, br (losses). Attach Form 4797 ...,..,.,,._....._..,, .......................................... 11 l 1Sa IRA distdbu lona ................. 15a h Taxable amount 156 l Enclose but do .... _................ , 18a Pensions aq not attach, any d annuDles ............ 18a 18 5 76 . D Taxable amount .......... _. ..... 18h 17 5 9 5 . payment Also, 17 Rental real e state, royalties, padnerships, S corporations, trusts, etc. Attach Schetlule E ........................ 17 please use 18 Farm incom or (loss). Attach Schedule F 18 Unemploymen Form 1040-V .................................................................................. eompansetlon in e f a2 /oo . 19 (acs S 271 ' scaas o , par redpler,t . PW ............................................... _.................................................................... _.... 19 20a Social secur ity benefits .,,,......_ ) 20a I b Taxable amount (see Dage 27) 20h 21 Other incam b. List type and amount (see page 29) , < Z' .. 22 Add the am nt In the far ri ht column for lines 7 throw h 21. This is our fatal I ncome .................. - 22 4 2 7 21 . 23 Educator ex Certain DUSin enses(see page 29) ..., es l 29 Adjusted 24 otlldeb.A panan a RaNVlah parfom+ing aRiab antl tetrbule government form 2708«1109-E2 24 ,,,;,' Car09! 2S Health savin s account deduction. Attach Form 8889 25 Inco e ....... ....... me 28 Moving exp nses. Attach Form 3903 . ......... 28 R-employment tax. Attach Schetlule SE . ...... ..... ..... 27 28 Sel}-em to ~ p y tl SEP, SIMPLE, and qualified plans ..,.,,, .. 29 - 29 Self-employd tl heahh inswance deduction (see page 30) .,,.,.. 29 30 Penalty an e~ rty withtlrawal of savings ............ .... 30 31a Alimonypaid h Recipient'sSSN - 31a 32 IRA deductio h (see papa 3l) ...... ............... ___............ _...... 32 33 Student loansinteresttleduction(seepape34) ... .....,,_.,,.,..,_._..,_. 33 34 Tuition and fees deduction. Attach Form 8917 ........ ....... 3q 35 Domestic Draduction activities deduction. Attach Form 8903 .. _... 35 38 Add lines 23 )hraugh 31a and 32 through 35 38 .... _...... _....... 910001 ..... ~.. .....__, ....... io-2o-oa 37 Subtract line b6 from line 22 This is vour adlusted aroaa Income .. - 31 4 2 7 2 1 . LHA For Disclosure, Privacy Act, land Paperwork Reduction Act Notlee, see page 97. Fom, 1040 (zoo91 tr ID40 (2009 MARILYN FISHER 177-42-2395 38 Amount from line 37 (adlusted gross income) ._ ................................................. _........._.................. _. 39a Check ~ [] YDU were born before January 2, 1945, Q Blind. ~ Total boxes it: Q Spouse was barn before January 2,1945, ~ Blind. cheeketl ... - 39a D If your apouo Itamizr an . aapanb rolum or you ware a tluN-abbe Nlsn, sea gape 3e oC deck hers ....., - 396 IOa itemlxed deduellons (from Schedule A) or your standard deduction (sea left margin) ..,, . If you en lnereulu n6 yoursMCW EWUetlon by Oarfaln raY acts Wes, new motorvMlcls taaea, oranat~ ~~~~~~~~~~'~""~~ ~"'~" b ElsoWloo,a atlubLNEC~edhere(sespapa3a( ..................................._................. - 49b 47 Subtract line 40$ from line 38 ............... ............................................................................................. 42 E:emptlom. If Iona 38 is E125,100 or less antl you did not provide hauslnq to a Midwestern displaced individual, muIODN E3,650 by the number on line 6d. Otherwise, see page 37 ..............._.............. _. _.. ...................... 43 Taxable Incomq. Subtract Ifne 42 from Ilne 41. If Ilne 4215 more than Ilne 41, enter-0• ....,,,,,. _ ..................... 44 Tax. Check if an~r tax is tram: a ~ Form(s) 8814 6 0 Form 4972 ................................. 4S Alternative miniknum tax. Attach Form 6251 .......................................................................... _........... 48 Add lines 44 an445.._ ....................................._.................................................. .............. ..... - 47 Foreign tax cred' .Attach Form 1118 O requlretl ....................................... 47 48 CredA for child a d dependent taro expenses. Attach Form 2441 .................. 48 49 Education cred from Form 8883, Ifne 29 ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, , 4p 50 Retirement savin s contrtbutlons credo. Attach Form 8880 ...................... 88 St Chill tax credtt( ea page 42) .............................. ,. ....,. 51 ........................ . 52 Credits from For a ~ 8398 6 ~ 8839 e ~ 5695 ............... 52 S9 Other credits fro~1 Form: a ~ 3800 h ~ 8801 e ~ g3 SI Add lines 47 thraiugh 53. These are your tdlal eredih ................................................ Pape 2 42,721. 5,700. 37,021. 3,650. 33,371. 4,581. Other 58 Seft-employmentltax.AttachScheduleSE........_._ gg ............................................................................. Taxes 87 Unreported socia securtty and Medkare tax from Fonn: a ~ 4137 6 Q 8919 ............. . 67 S9 Addblanal tax Sn IIIRAS, other qualiNed retirement plans, etc. Attach Form 5329 O required ........... 58 j a ~ AEIC payments b ~ Household employment taxes. Attach Schedule H .._.,...,,,._. S9 89 Add tines 55 thro~lgh 59 Thls Is vour lahl tax _ ., - 89 4 , 5 81 . Payrl'tentS 81 Federal Income h 82 2009 estimated h 83 Maklnq work Day Irymrnevs 84 aEarnedlnc~mee e quNlylnp duo etbd D Nontaxable comh senaaul. ale. 65 Add'NOnal child D 88 Refundable educ( 87 First-time home6l BB Amount Dald with 69 Excess social sec 78 Credits from Forn withheltl from Forms W2 and 1099 ......................... payments and amount applied from 2008 return .,..,,,,,,.. Yd government retiree credds. Attach Schedule M ............ tllt (EIC) .................................................................. pay election ............... ~ 84h credb. Attach Form 8812 .......................................... an credb from Farm 6863, Ifne 18 ........:........................ er credh. Attach Form 5405 ....................................... rquest for extension to Ole (see Dage 72) ........................ Ily antl tier 1 RRTA tax withheld (see page 72) ,_. a 02439 h 04136 e 8801 d 8885 ,,. Refund 72 If Ilne 71 Is more than line 60, subtract tlne 60 from Ilne 71. This is the amount you overpaid ................ yN ~ 7~ h 73a Amount of Ifne 72 ou want refunded to you. I1 form 888815 attached, checlk'h'ere ... ..~ ................ - and all In 73D, - b u~ - tl i 0 (TxWnp ~ saunpa - tl u~rtt~ert l 73e, sntl 73C, ~ or Pomt seas. 71 Amount of line 72 ou want a Iled to sur 2010 estimated tea ......... - 74 mount 75 Amount ou owe. Y Subtract Ifne 711rom line 60. For details an how to Day, see page 74 ....,,,, _.....__,.,,..., - v.... n.... _ want is -ANl gn Here UnCar panNNo of p antl complete. DaNe Your fipnebn Joint mNm7 '(i f~• 9o PNe 75. '/ -. LQ6~fA7N b ur °PY 9pousa a sign recorEa. Dereon to discuss this return with the IRS (see page 75)7 N 1 have eumina0 tole rsNm end axompsnylnp adeCWas antl abta (otllx than tupaye4a bush on NI nformatlan or whim praparer nu ^ ~ Deb I Vouraaupetlon mNm, 00ln must sign. I Deb Paid Prepve/a , Preparer'se1a^•t~~ Use Only - FirmYnama(or , your II aNf-em- 9t0002 PloYetl), Wtlroas, J Yea. Complete the following. U No 715 3 -0 8 8 8 PenonN icentian"°" number lPlNl - and to Me beat of my knowletlpe antl bNle( may am tr owledps. I Daytime phone numbs CFecM If aNt- Preparola SSN or PTIN °"'p1oyetl ~ P00736670 iYax and Credits --------- ----------------------------------- COMiNONWFALTNt7FPENNSYLVANIAREOISTfiATIONCREOENnAL. - ~XPIRY: DEC 31, 2009 YpUp; ift221~s1` t`fLATE: ELS0620 ~ "/~'~ QTITLEs SS706506301 FI SIGNATURE s'~1IN: - 2T1pR12E31M27'~30 ~ - - - - ~R/MAKE: - 2001 TOYOTA I hereby slmowlags Ihie tley that I have receiwtl PE: Sp1 naios d the provsone d 9edion 3709 d the Vehek V ID: tl0327 1354 000247-001'' .I ~°~ EMISSIOIl4 INSPECTION REOUIRE~1/DIESEL VEHICLES EXEMPT COtR~TY: CUMOERLAND ~I MARILYN L F SHER 222 RENO AV APT 1 NEW CUMBERL~D PA 17070 - l~ ~ ~ r~p~ C'~~~ L,Ca. ~~= ~~~, s ~ ~1 .~~~- ~~i ~ ~~~ ~ ~~ ~~~ ~~~' -~L l~ v~ U~. ~~~~- w l ~,'~. ~~~ I ~ S ~~`-- (,c ~iSG C ~ C~~rv`~`. ~,~/, U~~ luP _ ~ S, 8F53 2001 Toyota Corolla LE Sedan 4d Trade In Values -Kelley [clue gook http://www.kbb.tom/toyota/corolla/2001-tyota-corolla/le-sedan-4d... 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Mikage: ]5514 -'h~n~-'. lil-.,:~ [his car Trade-In ValVle Private Party Value ~rvhen [tiding in at a seal hi ~-5 p when selling the car yourseN i L•nr,r {gpoi Excellent $5,611 Shop for your next car prke a new car Very Good $5,336 Good Instant Trade-In Offer ' yet me ofkr ..' $5.236 _: Falr $4,586 Sell your current car place an ad Verifg Condition Values valid until Be the first t0 knoW tie/zo/zoxz (opdatee weekyj When values thane touo,,v this car Helpful resourices from kbb.com WrRe a Revlew Check Spas Sell Your Car ,~... .r L„, r ,p a e n ,. d r~~~~ .~ r.r° . . ___ Cars for Sale ', Get a Used Car Report near New Cumberland '<n„1 "roy,ta Corolla Get the Intormatlon Vou Need on Thls for Sale Near You S 2011 Twota Before Vou Buy lew Enfa ION (oyf+onall ,. 2 Plelow Blue Book Value' i ew l f '&sM on Me Sg9hhd Reui Ua14e &~eknl ~ordpin J.~. u and tl+e base rNrt conrqurabn. ,a..~.e~.~r 2001 ~: ~.~, New Cars You Might Like --~®~. -J vier; t Kelley Blue Book's e~+ ra r +l! T I ~~ '~~ ~~' k a~ ~ a ~ Ivc u+ atl rq meal _, ~.~ 1 of 3 9/18/2012 11:31 AM 2001 Toyota Coro9la LE Sedan 4G Trade In Values -Kelley Blue Book http://www.kbb.com/toyota/corolla/2001-toyota-corolla/le-sedan-4d... t,/norocn.~a 10 Best Fatuity Cars of 2012 3 Easy Wayls to Sell Your Car Fast List It fpr Sale Online Reach ml Ilans o! shoppers on kbb,com Rlace your ad and Auto ader.com. Get a FCee Trade-In Offer Local dealers are ready to buy your car. Use Seller's Toolkit Share to Facebook, Cralgsllst and more, a/wutoc7r.ck r .`I~,.;. , i.r:,~ t,..:~~~ ~,a~lr .. ~:.-r~l~~~> rri.,,ouLu, -.._ Trade-up to Highest MPG Sedans get instant ,ffer gtt twlkit Roaatl.aarrs : r ii i, n,.r o-.,,~..._..~. :ar cnevrulrr-;oit zur car„ sedan MPG: Ciro ~~ N _- MPG: c tv H.:a 63 Engine: 7 rv, ; 11:>tor Engine 0: Cu,tnc plrytor Consumer RatinJ: 9.5 Consumer Ra[Ing: N//{ view Rus Sar fi., ~ i t --.. ye: i- ~. eiew Ch i, ;: ar ^ . 4 _., 291.'. Toyota i'tlus Plug-In .n.... , MPG: ¢ t' I+,~q is Engine.-~:.~i. nybir,t. a.3 l Consumer Rating: 9.2 vl:s this r-r '^. _I . _. ~:..n a'i _r. at1 2 of 3 9/18/2012 11:31 AM _ _ __ 2001 Toyota Corolla LE Sedan 4(IJ Trade In Values -Kelley Blue Book http://www.kbb.com/toyota/corolla/2001-toyota-corolla/le-sedan-4d... Search: Find wr values or features Q PoPubr Topke BahY Cars Best Car Drab Ber; Resak Value AwaMs Syear Cost-to-0wn Center Nevv Cars for 20t3 Folbw RBB Facebook Or Revlaws i Newe Car Reviews Car Videos Car lnfagraphkz Au[o Shay D<buts Car News Twitter Googlai Help Company Intlrotry Ralatloro rAQ About Us gprortising Site Map CeMact Us Media CelRer Find a New Car Careers linking Policy N/haPS My Car North Business Solutions KBB` Mobile YaTUba linkedln RSS MoblN Appe iPhane' Android'" Nhndowi c' 1995-$012 Kelky Blue Bank Co.', Int. All rights reserved p,n9r,t W ~ m, i r,..r r „.,.p I Pry, c ~ I +d Ch I Hava comments about our Blue Book Values? boa ~ is .:,,e„ faed'.mcF. [ IPIS N.IkY Blur ao01 Ca, fn[, llnwaft rrurve0. 9/IJ/301LW10/1011 EOlfron ro. ann.Ym.nb Ilolo. rnr w.rrrc m/ormrtron rrpunre m err.rminr [ne valu. rerthe Partrular vrh¢le wn sup.lk0 DY [he Pnwn p hnp Mn rePert. VrM1I[k WNanen{ an oP~man{ mtl mry wry/rom vehl[b to vrh¢le. Actual gNaOOns mll vary base0 uPon mukr[ <ontlNOnF spe[Ifrcafknz, nrck[onLlrron oro ho Partrunrurcumztancrs Prrtmenz [o zN{porn[ular vrb¢horthe zranb[[IOn orfM Partlra to rM hauv[hoa The rcporf ismrentlrtl kr[ne mJrvNual un or toe Prrson pmeraM1 p Ihiz rcpert only anC sMll not De seb or [pmmif[<E [o ane[M1rr parry McINY BNZ Book aseomez re re{ponnbllYY br errorv or omufionz. Raa;nti[4ic[[cd Vn+ V^.~Sm efl Cars save car i 3 of 3 9/18/2012 11:31 AM REV-1511 EX+(10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERALEXPENSES AND ADMINISTRATIVE COSTS MARILYN L• FISHER 21 11 0985 Decedents debts must be reported on Sehedub 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOLLINGER FUNERAL HOME 8 CREMATORY, INC• 81,706.87 B. ADMINISTRATIVE CClISTS: t. Personal Represent$tive Commissions: Name(s) of Personal Representative(s) Street Addre$s City State ZIP Year(s) Comrhission Paid: y, AttomeyFees: SHUMAKER WILLIAMS, P.C• 3. Famiy F~emptlon: (It d~cedenYS address is not the same as claimants, attach ezplanatlon.) Claimant Street Address Ciry State ZIP _ Relationship rjt Claimant to Decedent 4. Probate Fees: CUM`d~ERLAND COUNTY REGISTER OF WILLS SECOND PETIGION FEE; TWO OATHS ADMINSTERED IN LEBANON COUNTY 5 AcmuntantFees: K~RN AND COMPANY - PREPARATION OF FINAL INCOIYE TAX RETURNS FOR', 2009 (FEDERAL, STATE AND LOCAU 6. Taz Retum Preparer Fdes: 7. CUMBERLAND aOUNTY REGISTER OF WILLS - ADDITIONAL SHORT CERTS• 8• VITAL RECORDS - COPY OF MOTHER'S DEATH CERTIFICATE 9• CUMBERLAND kAW JOURNAL -ESTATE ADVERTISING 10• THE SENTINEI -ESTATE ADVERTISING TOTAL (Also enter on Line 9, Recapitulation) ~ E 9s,500.00 8217.50 9333.00 920.00 846.00 97s.o0 8210.78 It more space rt neetled, use additional sheets of paper of the same size. 1!1 .~ •• -A~g Hollinger Funeral Home & Crematory, Inc. Eric L. Hollinger, Supervisor February 24, 2010 Michael E. Fisher 318 Palm City Park Annville, PA 17078', The Funeral Service ~'or Marilyn Lee Fisher: We sincerely apprec ate the confidence you have placed in us and will continua to assist you in every way we can. Please f~el free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS q~N ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE HAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. Professional ervice Cremation Pa~Ckage -Direct Cremation $1450.00 AT THE TIME FUNERA~ ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODA ION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. lash Advanrac Newspaper Ndtices -patriot Certified Copids of Death Certificate (6 @ $6) $70.87 Cumberland County Coroner's Authorization 36.00 Reverend Rich~rd L. Reese 25.00 Pottsville Joint Veterans Honor Guard 75.00 50.00 Current Balance: 1706.87 (~ /GNU J G~~ 50I NORTH BALTIMORE ApENU~ • MOUNT HOLLY SPRINGS, PENNSYLVANIA n065\• ~ /.~V//~ www.hol(ingerfuneralhome.com (71 ~ ~ 486-3431 • PN 7 ~~ 486 3215 Dawn L. Resanovich REGISTER OF WILLS & CLERK OF ORPHANS' COURT OF LEBANON COUNTY, PENNSYLVANIA Room 105, Municipal Building 400 South Eighth Street Lebanon, PA 17042-6794 (717) 274-2801, Extension 2215 Receipt Np. R0049270 August 29, :2011 Received from: RYAN P SINEY, ESQ Re: IN RED ESTATE OF MARLIYN L FISHER uantit ' Item OMMISSION TO TAKE TESTIMONY -----~-- Cash . Check Number Received TOTAL 30.00 30.00 ROCBILPF I 00 00 ~` ~ i RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA EARNER STRASBAUGH Receipt Date: 9/15/2011 Cumberland County - Register Of Wills Receipt Time: 16:00:50 One Courthouse Square Receipt No.: 1067001 Carlisle, PA 17613 FISHER MARILYN L Estate File No.: 2011-00985 Paid By Remarks:, SHUMAKER WILLIAMS WZ ----------------,~------- Receipt Distribution Fee/Tax Descriptp_on Payment Amount Payee Name PETITION LTRS AD E 60.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICAT 24.00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23.50 BUREAU OF' RECEIPTS & CNTR M.D AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN RENUNCIATION 5.00 --- CUMBERLAND COUNTY GENERAL FUN Check# 07953 ' ------------- $117.50 Total Received..,....... $117.50 SEP 1 9 ~ntt ', REGISTER OF WILLSL& CLERKoOFcORPHANS' COURT OF LEBANON COUNTY, PENNSYLVANIA Room 105, Municipal Building 400 South Eighth Street Lebanon, PA 17042-6794 (717) 274-2801, Extension 2215 Receipt lpo. RO050151 December 2E3, 2011 Received 'from: RYAN P SINEY, ESQ Re: IN RE; ESTATE OF MICHAEL E FISHER Cash . Check Number Received byl ROCBILPF Ills 30.00 - O 0. l` - _ - RECEIPT FOR PAYMENT Cumber:landNCountyASBRIIgHster Of Wills One Courthouse S uare RecE=_ipt Dime' 11362252 Carlisle, PA 1713 Rece=ipt No.: 1068291 F]:SHER MARILYN L Estate File No.: 2011-00985 ___ Paid By Remarks; SHUMAKER WILLIAMS DMB Fee Tax Descri ~j Receipt Distribution _____________________ ~ p ion Payment Amount Payee Name PET LTRS ADM OTgER 20.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICA, 1tE _ _ _ -20.00 CUMBERLAND COUNTY GENERAL FUN Check# 08563 -- " -- 40.00 Total Received..,....... 40.00 RECEIPT FOR PAYMENT GLENDA FARMER STRASBAUGH Receipt Date: 5/10/2012 Cumberland County - Register Of Wills Receipt Time: 11:01:13 One Courthouse Square Receipt No.: 1069839 Carlisle, PA 17613 FISHER MARI~LYN L Estate File No.: 2011-00985 Paid By Remarks:', SHUMAKER WILLIAMS HEA -- ` `-'---'-----I-------- Receipt Distribution ----- ------------------- Fee/Tax Description Payment Amount P~~~ Name SHORT CERTIFICATE - - - - 8.00 CUMBERLArfD COUNTY GENERAL FUN Check# 09258 ~ ----- Total Received....,,,,, $8.00 8.00 RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date: 5/31/2012 Cumberland County - Register Of Wills Receipt Time: 12:08:04 One Courthouse Square Receipt No.: 1070074 Carlisle, PA 17613 FISHER MAR~LYN L _ _ _ JUN O 1 2012 Estate File No.; 2011-00985 Paid By Remarks SHUMAKER WILLIAMS ~ HEA --------------- ------- Receipt Distribution ---- Fee/Tax Descrip ion Payment Amount Payee Name HORT CERTIFICA ~'E - - - 12.00 CUMBERLAND COUNTY GENERAL FUN ----- $12.00 Total RPCeived..ll,....... $12.00 ~i KERN ANp COMPANY, PC ACCUUNTA N"rS AVD BUSINESS ADVISORS Marilyn Fisher Estate c/o Veronica Eskra, Paralegal Shumaker Williams, P.C. 3425 Simpson Ferry Road' Camp Hill, FA 17011 March 31, 2012 Inv. tt: 0-2159 2331 Market Street Camp Hill. PA 17011 717.763.0868 TEL 717.763.1581 FA% kern~poaetwork. com ', Page l Billin Statement For Professional Services rendered including: In connection with the preparation of your personal income tax returns for the year 2011. 'i Total Current Charges Beginning Balanced Payments Received Finance Charge I Credits and Adjustrklents Current Bill Amoul}t Amount Due "this Bill $ 333.00 Current: $ 333.00 ~ ~ver 30: $0.00 ~ Over 60: $0.00 ~ Over 90: $0.00 ~ Over 12D: $0.00 ~ Total: $333.00 333.00 $ 333.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 333.00 Terms: ,Vet 30 days. Interest 1% prr month un balance over 30 days. ~ w g o ~ o ~ f9 i I ~ ~ u ~ u w g ~ ~ ~ < T ~ I m y (I ~ N a l ~ o 8 8 g d ~.~ U ~' 8 ~ II I ~ ~ ~ ao c H K ~~ Q~ K U II .F FF u G W 8 ~i ^ I ¢' ~ w v i 9 U ~ ~ m m a G w o . V x ~J' H ~ I o C I u u ~ I v Z > Is I~ I I N I I e w 3 h ~F ~ a ~ e~ a ~- a I ~o ~ Fe I h a~ ~~F I ~N c~ ate. e ~ .u, u F ~S ,Yi w g~ I g Q'~z ~ I ~ u v t V ~ F A 6 ~ " ~ ~ I zN I I I g I a° i~ [r] 0 ~I i~00. ~~~ h h N ~~~ a~~ F a 's m 1 /• ^',~ 1 M1~W V' J .. ~~ C CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 Tele: (717) 2493188 Fax: (717) 249.2883 November 4, 2011 Cumberland Law Journal is published every Friday by the: Cumberland County Bar Associatio and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: P. Siney, Esquire RE: L. Fisher Estate Legal ad ertisements must be received by Friday Noon. All legal advertising must be paid in~dvance. Make all checks payable to: Cumberland Law Journal. ------------ ------------------------ ---------------------------- -- - Advertisement inserted on following dates: October 21h, October 28, and November 4, 2011 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 75.00 ------------- Total Amount Due $ 0.00 Becky H. Morgenlthal, Executive Director The Sentinel w w/wJ.cumbarllnk.com Wjj{~j,T,Yt^j~G'~G f1Al9E $IetSN5dUA0 PEarrCWNiY SHUMAKER WILLIAMS,P.C. P.O. BOX 88 HARRISBURG, PA 17108 717-783.1121 ('"~ AD NUMBER PAGE NO. 403310 1 of 1 BILL DATE SALESPERSON 11/01111 wolfs START DATE STOP DATE 10H BN 1 11/01)11 i 403310 i ESTATE NOTICE NOTICE IS HEREBY GIV 10 PUBLIC NOTICES 38 • 2 cola Publication Insertions Rats Net Amount Gross Amount 3 THE SENTINEL -LEGAL 3 LGL $201.78 TOTAL AD CHARGE $201 78 3 MOBILE SITE MOB2 $2.00 3 PROOF OF PUBLICATION 01 pRF $7,pp PREVIOUSLK PAID ($21078) Atrennseoraer Est.M.L. fisher $0.00 $0.00 Thank~au for advertising with The Sentinel) Deadline for in-colu n legal ads is 4:00 p.m. two business days prior to date f insertion. For questions, call (717) 240-7130. THE SENTINEL Go LEE NEWSPAPERSI PO BOX S40 WATERLOO IA 50704-1540 Return tb4 portlorr wIN your payment Check # ~ Credit Card ^®^®^®^- Acct Ems. Date: m m Name an credit card Slgnaturo make checW payable to: THE SENTINEL e% LEE NEWSPAPERS PO BOX 540 WATERLOO IA 507040540 Ad Number I Billing Date I 11/01/11 I I Amount Due I $ .00 I °0°~3e THE SENTINEL SHUMAKER WILLI~MS,P.C• Go LEE NEWSPAPERS P.O. BOX 88 PO BOX 742548 HARRISBURG, PA 7108 CINCINNATI OH 45274-2548 ~r~u~r~r~ur~r~~w Mr~u~n(r~~~r~u~n~~u~u)n~~u~r)ur~~ 21540200000004033100000000000000000000000000000004 REV-1512 EX+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8 LIENS ESTATE OF FILE NUMBER MARILYN L. FISHER 27~ 11 0985 Report debts Incurred by the decedent prior to death that remained unpaid at the date of death, (ncludfng unrelmbureed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION Of DEATH 1. PENNSYLVANIA !DEPARTMENT OF TREASURY 03.D0 BALANCE OWED 'ON 2009 INCOME TAXES 70TAL (Also enter on Line 10, Recapitulation) S space Is needed, insen additional sheets of the same size. 177422395 FISHER MARILYN 51 ROSEDALE HERSHEY 0903112038 PA-40 - 2009 Pennsylvania Income Tax Retum ENTER ONE LETTER OR NUMBER IN EACH BOX. Do Not Use Your Preprinted Label Occupation Occupation N Extension. N Amended Return. R Residency Status. PA Re'sidentMonresitlent/Patt•Year Resident from to APARTMENTS PA 1733 21900 1a Gross Compensation. Do not In~ude exempt income, such as combat zone pay and qualiyinq retirement benefits. S e the instructions. SEE STATEMENT 1 1b Unreimbursed Employee Susine~s Expenses. tc Net Compensation. Subtract Lin II 1 b from Line ta. 2 Interest Income. Complete PA Sdhetlule A if required. 3 Dividend and Capital Gains DistrilTpLutions Income. Complete PA Schedule B if required. 4 Net Income ar Loss from the Op ration of a Business, Profession or Farm. 5 Net Gain or Loss from the Sale, xchange or Disposition of Property. 6 Nat Income or Loss from Rents, oyalties, Patents or Copyrights. 7 Estate or crust Income. Complet and submit PA Schedule J. 6 Gambling and Lottery Winnings. omplete and submit PA Schedule T. 9 Total PA Taxahle Income. Add my the positive income amounts from Lines 1c, 2, 3, 4, 5, 6, T and 8. DD NOT AD any losses reported on Lines 4, 5 or 6. 10 Other Deductions. Enter fhe aDP~oDriate code for the type of deduction. See the instructions for additional` information. 11 Adjusted PA Taxahle Income. Sy~btract line 10 from Line 9. 9'!4001 ta46-09 CCH ' M9001120~8 -- S Single/Married, Fihnq Jointly/Married, Filing Separately/Final Return/Deceased Date c4 OeaN N Farmers. N EC Page ~ of 2 FC Schocl District Name WEST SHORE 1a 26731 1b ~ 1c 26731 2 69 3 26 y 0 5 ~ 6 ~ 7 0 8 ~ 9 26826 10 ~ 11 26826 m m 0900112038 J 0900212044 PA-40 - 2009 Social Security Number 177422395 Name(s) FISHER, MARIL 12 PA Taa Llabltlty. Multiply Une i!1 by 3.07 percent (0.0307). 13 Total PA lax Withheld. See the igstructions. 14 Credit tram your 2008 PA Incomb Tax return. 15 2009 Estimated Installment Payments. 16 2009 Extension Payment. '~ 17 Nonresident Tax Withheld from ~aur PA Schedule(s) NRK-1. (Nonresidents only) 18 Total Estimated Payments and redlts. Add Lines 14, 15, 16 and t7. Tax Forgiveness Credit. Submit PAS hedule SP. 19a filing Status: O7 Unmarried or Separated 02 Married 03 Deceased 19b Dependents, Part 8, Line 2, PA chedule SP 20 Total Eligibility Income from Pa C, Llne 11, PA Schedule SP. 21 Taa Forglveneas Credlt from Pa D, Line i6, PA Schedule SP. 22 Resident Credit Submit your PAhSchedule(s) G-R with your PA-Schedule(s) 0•S, G-Land/o ~ RK-1. 23 Total Other Credits. Submit your PA Schedule OC. 24 TOTAL PAYMENTS and CREDR .Add Lines 13, 18, 21, 22 and 23. 25 TAX OUE. If Line 12 is mare the Line 24, enter the difference here. 26 Penalties and Interest. See the i structions. Enter Code: If including form REV-1fi30, mark Ne box. N 27 TOTAL PAYMENT OUE. See the~nstructions. 28 OVERPAYMENT. If Line 24 ism re than the total of Line 12 and Llne 26, enter the difference here. I The total al Linea 29 through 3 must equal Llne 28. 29 RalunO - Amount of Line 28 yo want as a check mailed to you. Reluntl 30 Credlt -Amount of Line 28 you want as a credit to your 2010 estimated account. 31 Amount of Line 28 you want to onata to the Wlld Rescurce Conservatlan Funtl. 32 Amount of Line 28 you want to ovate tc the Military Family Rellel Aaslatanca Program. 33 Amount of Llne 28 you want to ovate to the Governor Raherl P. Casey Memorial Organ antl Tissue Oonatlon Awareness Trust fund. 34 Amount of Line 28 you want to Qonate to the Juvenile (Type 1) Diabetes Cure Research Funtl. ~' 35 Amount of Line 28 you want to donate to the PA Breast Censer Coalltlon's Breast $IgnatU re(a). llnaer penalties of penury. I ( et aecbre tnst I (wet nave axamine0 tnls return, incmtlinp sll accompanying scbeeul~ea antl -atatementa, an to the beat al my (pu4 bMief mey are tine, wnect, and complete. Your Signatures Y r i a Spouse's Signature, if filing jointly and KERN AND COMPANY,,P•C (717) 763-0888 Date (OR 1a-ffi-09 09N021201i44 ccra page 2 of 2 12 824 13 821 14 ~ 15 ~ 16 ~ 17 ~ 18 ~ 19a as 19b ~~ 20 ~ 21 ~ 22 ~ 23 ~ 24 821 25 3 26 0 2T 3 2 8~ ~ 291 0 301 a 31~ ~ 3 21 0 3 ?I ~ 34 ~ 3 ~i ~ Firm FEIN Preparer's SSN/PTIN 232436329 P00736670 0900212044 1 REV-1513 E%+(Ot-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT MARILY N L• FISHER 21 11 0985 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTION pndudeoufn'phtsp~usaldistributbnsandVansfersunder Sec. 91 f6 (a"1.2).] 1. MARLIN L• FISHER, JR Sibling 507 51 ROSEDALE APARTMENTS HERSHEY, PA 17083 2• ESTATE OF MICHAEL E• FISHER Sibling 507 51 ROSEDALE APARTMENTS HERSHEY, PA 17083 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUT DNS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET . ~. ---- -- S ~~ ~~~~~ ~ ~R~ ~~ neeueu, use aaamonal sneers or paper of the same si1:e. ~~~ ~~' SHUMAKER _ WILLIAMSP.~. ~~~="Y ~,. ~~ LEGAL AND BUSINESS COUNSEL WRITER'S DIRECT DIAL: 717.909.1624 WRITER'S EMAIL: mcdermott(o~shumakenvilliams.com Admitted to Pennsylvania Bar October 18, 2012 ' ^ N ^~1 Glenda Farner Stra$baugh, County of Cumberland, Register of Wills ~ 43JJ ~Tt ~ ~ 0 n -+ f~j C~~. ~ J c ~ rr. CUMBERLAND ~OUNTY COURTHOUSE g `, v , ~ ~- One Courthouse Square ~ n~` ~ `.r `-~ Carlisle, PA 170133387 0~ -- rn ~-~ rv - `"~, RE: Est e of Marilyn L. Fisher ~ PA~ile No.: 21-11-0985 Our'File No: 11-809(2) Dear Ms. Strasbaugh: We enclos~, for filing, on behalf of our client the Estate of Marilyn L. Fisher, a completed REV-1500 Inheritance Tax Return, Resident Decedent, with all supporting documents and the Estate Inv~ntory. We submit the Return to your office in duplicate as requested in the Department of Re enue's instruction booklet for the same. Attached to the return are two checks, one for $1,97.47 representing the inheritance tax due and a second check in the amount of $30.00 represeni~ing the filing fee for the tax return and inventory. We also enclose one (1) extra copy of the Return and Inventory, and request that you time stamp these c~pies and return copies in the self-addressed stamped envelope provided. Please advi$e the undersigned with any questions. Sincerely, ~j r y Kenneth J. McDermott KJM/vae:250131 ', Enclosures cc: Marlin L. F~sher, Jr. (w/enc.) CORRESPONDENCE: P.O. BOX 88 HARRISBURG, PA 17108 PHONE: 717.763.1121 FAX: 717.763.7419 CAMP HILL, PA 717.763.1121 STATE COLLEGE, PA 814.234.3211 TOW$ON, MD 410.825.5223 YORK, PA 717.848.5134 mai I~sh umakerwi I I iam s. corn o ~~ ~N r0 W ~z QUO ~¢ 6R a ~, N ~°~,~ ~ o M LL O O ~6 )`~ ~ W W ~OVMn 00 ~S aalWSeBi+aJ peW Aluoud ~ -- tD C _: .f ~ ~ N L r ~ - 7 C ~ C ~o `~ .` ~ °~ a ,'~ u _ 7 ~, ~ ~~ L O ~ t2. ~~ N U d ~ll F~ ~~ rx~ r L N Z J O V H N W m 0 Z J O a l7 W 7 X m m ~ Q a S '"~t. s^M ~ r i :: '*f _~ 'nq 0 ~-+ .~ bq N ~i b ~ ~ U~ o F" oU U ~., H ca ~ ~ ~ M ~ O ~M ~ .-y ~ Z ~ o ~ ~ w~~~' 'd ~ U ~ ~ •~ 07000