HomeMy WebLinkAbout04-1042 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Robert L. Fanus ~l- 0{- 10~~
Estate of No.
also known as_ To:
Register of Wills for the
Deceased. County of in the
Social Security No. 208-/42-4239 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, app[ its for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absenlia; durante minoritate)
the above decedent.
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h~is last family or principal residence at 27 Chestnut Street, Newvi!le
(list street, nmnber and municipality)
Decendent, then 52 years of age, died November 9 ,~92004
at Hershey Medical Center, Dauphin County, Pennsvivania
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property $ 100O.0_O
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Penn~v)?nia $
situated as follows:
Petitioner after a proper search has ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name Relationship Residence
Nichole M. Fanus daughter il Run Road. Carlisle. PA 17013
THEREF~)~.E petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF ~.~{{'3'1
~ ~/~ {arf ~ ~)
The petitioner(s) above-named swear(s) or affirm(s) that the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law. , .~
SWorn to or affirm'~'4, a~'4 _ subscribed ~- 7~C~ ~
,w '-. [, ~Register ~
/
Estate of Robert L. Fanus
.~ Deceased
GRANT OF LETTERS OF ADMINIST~TION
AND NOW ~C~iI~C~ l~f .,~: , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that ~choLe H. Fanus
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to N~chole H. Fanus
in the estate of
Register of Wills ,
FEES
Letters of Administration ..... $
Short Certificates('Z) ...... $ ~. ( ~ %~ ATTORNEY (Sup. Ct. I.D. No.)
Renunciation ......... ~..- .b.. $~ Susan ~. Hartman
~ C:F $~ DVRE
~ . TOXAL_ $~{ 0O t tr~Z~ ~o~, ~r~, Va ~70~
Filed ~.~..~.(:.~ ....... A.D. 19__ 717-2~9-7780
PHONE
143 Rev 2/e7 COMMONWEALTH OF PENNSYLVANIA ' DEPARTMENT OF HEALTH ' VITAL RECORDS
CERTIFICATE OF DEATH
...... 4239s
52 v~ Car%isle ~%
~ Dauphin De~y Twp. M.S. Hershey Medical Center
FAmER'$Nm~(Fi~t MidaE'Las[) Russell Fanus ~s ~na ~ope
.... O ............ ON ~,moval~ ~ I OAT~OFOISPO$ ..... ~[~9er Crematory ~~gs
/
O ............................ ' ......... ~ ........ Plnl~'dealh ............ 77~'?" 7~.l?~.?~7}~'~Jt}~?.~ d.S. Hershey Medical Center Hershey, PA 17033
I~'V-15~O EX + (6-00}
REV-1500
PENNSYLVANIA
INHERITANCE RETURN
~. 2~1
~RRISBURG, PA1712~1 RESIDENT DECEDENT 2 I - 0 4 1 0 4 2
~c~ ,, ~ -- ~'
~S ~ ~ST, FRST, ~D ~E IN~ ~AL SE~ NUMBER
FANUS~ROBERTL. 2 0 8- 4 2- 4 2 3 9
~TE OF ~TH (~D~Y~) ~TE ~ BIRTH (~Y~) T~ ~ ~ ~ F~D ~ ~ ~H ~
REGISTER OF ~LLS
11109~0~ 10111/1952
(IF ~ SU~I~ S~'S ~ (~T, FIR~, AND ~DD~ INIT~L) S~L SECU~ NUMBER
~ 6.~nt~T~ ~~ ~ 7.~i~i~aL~T~(~T~ __ 8. To~lNum~~x~
~ 9. L~P~R~ ~ 10.~1Po~C~,(~.~2~1-,1.~-1-~ ~ 11.E~under~911~A)(~o)
~ ~CT~ ~T ~ ~~. ~ ~~ ~ ~1~ T~ ~~ ~ ~ ~D TO:
J COMP~ ~ILING A~RE~
J
Su~n J. Harman, P.C. Dun~n & Harman, P.C.
FIRM ~ (~)
Dun~n & Ha~an, P.C. One Iwine Row
~LEPHONE NU~ER
717-249-7780 CaHisle PA 17103
/' o'm
1. R~I E~ (~ub A) (1) ~ ~ ~ ~-'~ -i
2. ~ a~ ~s (~u~ B) (2) =-~ ~ ~ ~ ~
3. C~ ~ ~, P~ip ~ ~~ (3) .r-] ~ ....
4. ~ ~ ~ R~ (~u~ D) (4) : ~- c~, ~ ?~ ~
5. C~,~nk~&~P~lP~ (5) 214.83 7~g~ -~ ~: ~
7. mn~-~ Tm~ & ~~ ~ P~ ~) 0.00
(~ G ~ L)
a. T~ ~ ~ (~ Li~ 1-7) (a) 214.83
9. Fun~ ~ & Ad~ C~ (~u~ H) (9) 6,112.20
lO. ~ d ~ ~e L~, ~ ~m (~ I) (lO) ~2.42
il. Tml ~ (bU L~ g ~ lO) (il) 7,074.62
12. N~Vm~ d ~b~ (Urea ~m ~ il) (12) ~,859.79
13. C~ a~ ~1 ~~ 9113 T~ ~ an e~n ~ ~ h~ ~t ~n (13)
~ (~u~ J)
14. ~Vml~ ~b~ T~ (Li~ 12 m~ L~ 13) (14) ~,859.79
~E IN~UC~S ~ ~R~ ~ F~ A~ ~TES
15. A~Li~ 14 ~~1~
=~,~u~.9116(a~1.2) X 0.00 (15) 0.00
16. A~L~14~~I~ X .~5 (16) 0.00
17. A~Li~ 14~a~ a~ m~ X .12 (17)
18. A~nt~L~ 14~a~lm~ X .15 (18)
~s. ~= o~ dm 0.00
Decedent's Complete Address:
STREET ADORESS
27 Chestnut Street
crn, Newville I STARE PA IaP 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19) (1) 0.00
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits ( A + S + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interesf/Penalty ( D + E ) (3)
4. ff Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20to request a refund (4) 0.00
5, If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (SA)
B. Enter the total of line 5 + SA. This is the BALANCE DUE. (SB) 0.00
Mal(e Checl( 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 dght 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 consider~on?. .............................................................................................. [] []
3. Did decedent own an 'in trust for" or payable upon death bank account or secudty 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,
araeo~ oT,pmparer o~dmHhan the pe~onal ~ is o~eo on al mmmmeon o~ which preparer nas any KnOwmoge.
SIGNA,~'t,J,~ OF PERSON RESP(~S~I,F~OR FJLJ~a. EETURN DATE
^D~ESS Nichole M. Fanus, Administratrix
_ 11 Run Road, Carlisle PA 17013
DATE
-,~-~-~'~.~=~'~ %---~-/-~~,~--',--J, /-/,~ - o,~-
.~ss Susan J(.__~a~m"an, Esquire
Duncan & Hartman, P.C., One Irvine Row, Carlisle PA 17013
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%
F2 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 statoton/requirements for disclosure of assets and filing a tax return are sail applicable evea if
the surviving spouse is the only benefidary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
ora stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
~1~ SCHEDULE E
co,,~.w~.m. OF ~E..SVLV^.~ CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT OECEOEI~n' .....
ESTATE OF FILE NUMBER
FANUS. ROBERT L. 21 . 04 1042
Indude ~he proceeds of litigation and lhe date lhe proceeds were received by the estate.
Ali property jointty-owned ~ right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Farmers National Bank, checking account. See attached letter. 214.83
TOTAL (Also enter on line 5, Recapitulation) $ 214.83
REV-lSd0 .EX*
,~ SCHEDULE G
INTER-ViVOS TRANSFERS &
COI~NVVEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
FANUS. ROBERT L. :~1 04 1
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF ~'IE*IRANSFER~., ~BR RELATIOf4~HIPTO DECEDENTN~O DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER ~0ATE OFm~S~E~ ATFOACOPY~ DEEO~REN-ESTATE. VALUE OF ASSET INTEREST 0FAP~JCAeCE) VALUE
1. Pinnacle, Traditional IRA policy no. 2100023158. 17,408.27 100. 17,408.27 0.00
"INFORMATION ONLY"
2. Pinnacle, Traditional IRA policy no. 2100023138. 67,860.71 100. 67,860.71 0.00
"INFORMATION ONLY"
TOTAL (Also enter on line 7 Recaoitulation~ $
REV-1511 .EX + (12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF 'FILE NUMBER
FANUS. ROBERT L. 21 04 1042
Debts of decedent must be reported on Schedule [.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Egger Funeral Home, Inc., professional services 1,602.20
2. Eby Granite Works, marker 4,476.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Relxeean~ (s)
Social Security Numbe~(s)/EIN Number of Pemonal Representative(s)
Sb'ee~ Address
C~y State Zip
Year(s) Commission Paid: ,
2. AttemeyFees Susan J. Hartman, Esquire, Duncan & Hartman, P.C.
3. Family Exemption: (If decedenfs address is not lhe same as claimanfs, aUach explanation)
C~nant
Street Address
C~/ State Zip
Relationship of Claimant to Becedent
4. Probate Fees to date 34.00
5. Accounten~s Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ 6,112.2,0
REV-1512 EX + (6-98)
,j~ SCHEDULE I
co~o.w~, o..E..sv.v^.~ DEBTS OF DECEDENT,
INHERITANCE TAX RETURN
.ES~OE.~ DEC~D~ MORTGAGE LIABILITIES~ & LIENS
ESTATE OF FILE NUMBER'
FANUS. ROBERT L. ;~1 04 , 1042,
Include unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Anne Kaiser, rent for the month of November, 2004. 350.00
2. Omnium Worldwide, Inc., Blair Credit Service, Catalog, account balance. 101 96
3. Bank of ^medca, credit card account balance. 75.14
4. Comcast, cable invoice. 35.57
5. Bon-Ton, account balance. 305.67
6. PPL, invoice. 74.61
7. Spdnt, telephone invoice. 19.47
TOTAl. (Also enter on line 10, Recapitulation) $ 962.42
(If more space is needed, insert additional sheets of lhe same size)
FARMERS NATIONAL BANK
OF NEWVILLE ,4 Division of Adams County National Bank
November 23, 2004
Susan J. Hartman, E~quire
Duncan & Hartman, P.C.
One Irvine Row
Carlisle, PA 17013
RE: Estate of Robert L. Fanus
Dear Ms. Hartman:
Mr. Fanus had a checking account with this bank in his name alone.
The account was opened August 13, 2004 and had a date of death balance
of $214.83.
Sincerely yours,
~Caro yn H. Koug'h~~~
Executive Vice President
P.O. Box 156, Ncwvillc, PA 17241 · (717) 776-5312
I itY ....
'~1~ Life Insurancc
z/f, Comp~,y .Q't~iarm~]~:,,' S~tement of Accoun~
515 West M=~t Street 7/01_/2004, '- 9/3 0/9004
Louisville, Kentucky ~202 --
~jlJ'[igelltafi~e ][fllorltlatJOll Ph,>~?c:(7i7~ 245-9522
ROBERT L. FANUS TROY H. LANDIS
27 CHESTNUT ST 74 WEST POMFRET ST
NEWVILLE, PA 17241-1303 CARLISLE, PA 17013
Jail!t Owllel': N/A Policy Humber Plan Tvi~e Policy Date
fiill~llliJlalll: ROBERT L. FANUS 2100023158 Traditional IRA 8/06/1999
Beginning Account Balance $17,196.86 $18,181.86 * [] Franklin Income Securities $5,045.70 28.98
Additional Contributions $0.00 $0.00 [] JP Morgan Bond $4,959.35 28.49
Withdrawals $0.00 $2,753.36 [] Fidelity Contrafund $4,172.53 23.97
Appreciation & Adjustments $211.41 $1,979.77 [] Scudder VIT Equity 500 Index $3,230.69 18.56
Ending Account Balance $17,408.27 $17,408.27
TItUl $17,408.27 100%
Total Change $211.41 ($773.59)
Death Benefit Value (DBV) $17,403.76
Cash Surrender Value $16,890.31
Calendar YTD Contributions (See page 2) $0.00
· Initial Contribution
Rev.09302004
Cut along the dotted line and return in the envelope provided.
PI N NACLETM Increase your annuity value
Pgilc~l OwuoJ Policl/Number
ROBERT L. FANUS 2100023158
Continue to build your annuity value and death benefit by making
future AIIocatie.~ additional contributions. Please check the appropriate box.
]~0~ C0~i[rlhlltJ0]l$ Frank Inc Securities 25%
Current Interest JPM Bond 25%
STO - 12 Mo 3.00% Fidelity Cntra Fund 25% Additional Contribution. $
Guaranteed Rate o.r Return Scudder Equity 500 25%
GRO-Two Yr 3.00% Please send me information on the Systematic
GRO-Three Yr 3.00% Contribution plan.
GRO-Five Yr 3.00% Please correct my address and telephone number as
GRO-Seven Yr 3.00% reflected below.
GRO-Ten Yr 3.00%
Rates am current as of ~tatement date but are subject to chanee without notice.
ROBERT L. FANUS CONTRACT# 2100023158
PIN NAC:LETM Page 3
Franklin Income Securities
$4,853.17 $0.00 $201.23 ($8.70) $0.00 378.974 13.314095 $5,045.70
Fidelity Contrafund
$4,216.71 $0.00 ($37.20) ($6.98) $0.00 288.442 14.465762 $4,172.53
Scudder VIT Equity 500 Index
$3,311.63 $0.00 ($75.33) ($5.61) $0.00 279.934 11.540882 $3,230.69
JP Morgan Bond
$4,815.35 $0.00 $152.71 ($8.71) $0.00 363.100 13.658358 $4,959.35
Totals: $17,196.86 $0.00 $241.41 ($30.00) $0.00 $17,408.27
Totals: $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Transactions since 7/01/2004
8/05/2004 Periodic Fee From Frank inc Securities 12.820043 (0.679) ($8.70)
From Fidelity Cntra Fund 13.526733 (0.516) ($6.98)
From Scudder Equity 500 11.188035 (0.501) ($5.61)
From JPM Bond 13.402401 (0.650) ($8.71)
N/A
Company
515 West Market Street '7/0 ~/2.1304 -- 9/3 0/2004
Louisville, Kentucky 40202
ROBERT L. FANUS TROY H. LANDIS
27 CHESTNUT ST 74 WEST POMFRET ST
NEWVILLE, PA 17241-1303 CARLISLE, PA 17013
Owner: N/A Policy Humber Plan T}~pe PolicyDate
Ilnlli;ilal~t: ROBERT L. FANUS 2100023138 Traditional IRA 7/29/1999
Beginning Account Balance $67,223.00 $77,520.37 * [] JP Morgan Bond $16,460.97 24.26
Additional Contributions $0.00 $0.00 I Franklin Income Securities $16,322.12 24.05
Withdrawals $0.00 $13,617.59 [] Fidelity Contrafund $13,537.32 19.95
Appreciation & Adjustments $637.71 $3,957.93 I Fidelity Growth & Income $11,065.75 16.31
Ending Account Balance $67,860.71 $67,860.71 [] Scudder VIT Equity 500 Index $10,474.55 15.44
Total Change $637.71 ($9,659.66)
TuB, II $67,860.71 100%
Death Benefit Value (DBV) $67,860.71
Cash Surrender Value $65,600.79
Calendar YTD Contributions (See page 2) $0.00
· Initial Contribution
~sset Jlllocatiofl
Rev.09302004
Cut along the dotted line and return in the envelope provided.
PINNACLETM Increase your annuity value
Foiic~ O~fler POlicy Number
ROBERT L. FANUS 2100023138
Continue to build your annuity value and death benefit by making
Future Allocations
~I~w OOflldblltiOflS JPM Bond 20% additional contributions. Please check the appropriate box.
Current Interest Frank Inc Securities 20%
STO - 12 Mo 3.00% Fidelity Cntra Fund 20% Additional Contribution. $
Guaranteed Ra£e of Return Fidelity Grwth & Inc 20%
GRO-Two Yr 3.00% Scudder Equity 500 20% Please send me information on the Systematic
GRO-Three Yr 3.00% Contribution plan.
GRO-Five Yr 3.00% Please correct my address and telephone number as
GRO-Seven Yr 3.00% reflected below.
GRO-Ten Yr 3.00%
R~t~s .are c~rrem a} of statem~n! dat~ bu~t age 5u~b_.i~c_t t9 cl~ge ~![~0~t ngtic, e,
ROBERT L. FANUS CONTRACT# 2100023138
PI NNA(~LETM Page 3
Franklin Income Securities
$15,671.25 $0.00 $650.87 $0.00 $0.00 1,225.928 13.314095 $16,322.12
Fidelity Contrafund
$13,656.20 $0.00 ($118.88) $0.00 $0.00 935.818 14.465762 $13,537.32
Fidelity Growth & Income
$11,223.29 $0.00 ($157.54) $0.00 $0.00 932.399 11.868046 $11,065.75
Scudder VlT Equity 500 Index
$10,717.81 $0.00 ($243.26) $0.00 $0.00 907.604 11.540882 $10,474.55
JP Morgan Bond
$15,954.45 $0.00 $506.52 $0.00 $0.00 1,205.194 13.658358 $16,460.97
Totals: $67,223.00 $0.00 $637.71 $0.00 $0.00 $67,860.71
Totals: $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
T~aflsact~ons since
N/A
N/A
Int e rity' PINNACLE III
I~ Life Insurance Flexible Premium Variable Annuity
Company CONFIRMATION NOTICE
515 West Market Street, Suite 800
Louisville, KY 40202-3333
Owner: Representative:
ROBERT L. FANUS TROY H. LANDIS
27 CHESTNUT ST 74 WEST POMFRET ST
NEWVILLE, PA 17241 - 1303 CARLISLE, PA 17013
Annuitant: ROBERTL. FANUS Contract No: 2100023138
Requested Activity
Partial Withdrawal
...................................................... $1,000.00
Activity For This Transaction
Unit Value Units Owned
Effective Transaction Type Option
Date or Interest or Expiration Dollar Amount
Rate Dote
10/27/2004 Partial Withdrawal
FRNK INC SECURITIES 13.435262 (17.908) ($ 240.60)
FID CONTRAFUND 14.599430 (13.672) ($199.60)
FID GROWTH & INCOME 12.011183 (13.621) ($163.60)
SCUD EQUITY 500 IDX 11.647958 (13.264) ($154.50)
JPM BOND 13.724041 (17.611) ($ 241.70)
Current Account Value As of 10/27/2004 $ 67,144.38
Additional Information / Notes
Keep confirmations to balance with your contract quarterly statements. If the information listed on your confirmation is
inaccurate, please call Integrity Life Insurance Company at (800) 325 - 8583 within 30 days. Otherwise, we are not
responsible for correcting errors beyond 30 days.
Want to eliminate mailbox cluuer and the hassle of keeping track of all the financial documents you receive throughout
the year? Now all of your financial documents can be stored on your computer, where they take up virtually no room
and last forever. Free yourself from paper by visiting our website at www.integritycompanies.com. Click on the image
regarding electronic documents. From there, just follow the directions. Soon you can begin enjoying a paper-free
relationship with Integrity Life Insurance Company.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name ofDecedent:~Cl\:-')"A\ L \2a.nUS
DateofDeath:_~'lf'<Y\~ qfu ~
Will No.
Admin. No.
~
J33 - CtXJI- jtJ '-J/-=;-
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
-N.\(\\~le N. ~1111\
II 'U>,(I Qc\
lli<\~\~ r
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
ll~hrAO ~
Date: fY -- ~- Cb
Signature
(
Name :\\<snn -\\Gl\fr()(\
Address J T 1(\11 n-e ?-Ov\!
CQ(\~\e Va. \101::5
~
Telephone <1t!} ~Y- q - T} 8' (J
Capacity: ~ Personal Representative
'",0
u_
_Counsel for personal representative
J
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/01/2005
HARTMAN SUSAN J
1 IRVINE ROW
CARLISLE, PA 17013
RE: Estate of FANUS ROBERT L
File Number: 2004-01042
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 02/26/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sr'
GLENDA F~~~
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/01/2005
FANUS NICHOLE M
11 RUN ROAD
CARLISLE, PA 17013
RE: Estate of FANUS ROBERT L
File Number: 2004-01042
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 02/26/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
!:::'=~:r
Clerk of the Orphans' Court
cc: File
Counsel
Judge
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA l11Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
'*
REV-1541 EX AFP (03-05)
SUSAN J HARTMAN
1 IRVINE ROW
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-28-2005
FANUS
11-09-2004
21 04-1042
CUMBERLAND
101
ROBERT
L
Allount Rellitted
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
1!~-.mI:"Yf.m.m!'1I!1.'Wtm.W.!MMArf4M!r.m.lWllMIW'M~.~tW4M:Y.r.rr.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FANUS ROBERT L FILE NO. 21 04-1042 ACN 101 .. DATE 03-28-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
214.83
.00
.00
(8)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
214.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
6,112.20
962.42
(11)
(12)
(13)
(14)
7.074 6:;>>
6,859.79-
.00
6,859.79-
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
IS. Allount of Line 14 at Spousal rate (IS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CRED
14, IS and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
.00
.00
.00
X flJ =
X 04 ~)l=
X 12 :!l:C::
X 15 ':;";11
'~~'-,~::
(19)~>
t..,...)
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<''-',:'~)
,:"';"
':J
. GO:
· ,'~,~a:'
;00;
'.QIl:
;,09;
:"''''":J
-'0
+
AMOUNT PAID
_l':...
DATE
NUMBER
INTEREST/PEN PAID (-)
; ! 1
(..)
(.Jl
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)_ ~ "-
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Robert L. Fanus
Date of Death: 11/9/2004
Will No. 21-04-1 042
Admin. No.
Pursuant to Rule 6. 12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1 . State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete :
3 . If the answer to No. I is Yes, state the following:
a.
account with the Court?
Did the personal representative file a fmal
Yes No X
b . The separate Orphans' Court No. (if any) for
the personal representative's account is:
c . Did the personal representative state an
account informally to the parties in interest? Yes X No
d . Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans I Court and may be attached to this report.
Date: ~// 0 5""
Susan J. Hartman. ESQuire
Name (Please type or print)
One Irvine Row
Carlisle PA 17013
Address
,')
, '
( 717 ) 249- 7780
Tel. No .
Capacity :
Personal Representative
X
Counsel for personal
representative
uR
FORM 93 . O. C. DIVISION
IN THE COURT OF COMMON PLEAS
OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
OF
}
}
}
}
}
}
No. 21041042 of 2004
INRE: ESTATE
ROBERT L FANUS
(Deceased)
CLAIM
To the Clerk of Orphans court Division:
Index and make proper entry in your official records of the claim of OMNIUM
WORLDWIDE, INC. for CHASE BANK (Claimant), account # 5260360330007271, in
the amount of $3,742.50 against the estate of the above named decedent.
This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as amended.
The said decedent, who resided at 11 RUN RD, CARLISLE, PA 17013-7731, died
on November 9,2004.
Written notice of this claim was given to SUSAN HARTMAN, 1 IRVINE ROW,
CARLISLE, P A 17013 (Personal representative, if any, or counsel).
\:=:'
JuM 14.L
,2005
C)
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D~~':
c)
(Claimant)
OMNIUM WORLDWIDE, INC.
7171 MERCY RD, SUITE 400
PO BOX 6618
OMAHA, NE 68106
800-999-3778
(Claimant's Address)
.
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ARS-ARRC 25
RECOVERY MAIN'l'ENANCE
RECDSP 6:54:26 6/14/2005
ACCOUNT: 106203200
PACKET:
CLIENT: CHASE BANK USA, N.A. -CHASE BANK
STATUS: ACTIVE STATUS
CLI REF#: 5260360330007271
REASOII: 42-CLAIM FILED
CONTACT IllFORMATIOIlI I
LAIlGUAGll: ENGLSH ADDRESS mE: PRMHOM
RESP: PRMRSP STREET: 11 RUN RD
ADDRESS IllFORMATIOIII
More.. .
PHOIIE IIlFORMATIOIlI
PHOIIE mE: CBRPIlN
AREA CODE: ~
PREFIX: 249
IlllMBER: 9068
IlXTEllSIOII: ??oo0000
ANSWER CODE: 33
CALL CODE: CALL
I
CONTACT mE: PRMCON
PREFIX:
FIRST HAMIl: ROBERT
MIDDLE HAMIl: L
LAST HAMIl: FAIlUS
IlXTENDED:
SUFFIX:
SSII: 208424239
CITY: CARLISLE
STATE: PA
ZIP CODE: 17013 7731
COUNTRY: us- -MAIL CODE: MAIL
I MIlTS I I
CURREIIT BALAIICE: 3742 . 50000
PROMISED PAYMENTS: 0.00000
BALANCES I I ADJUSTMENTS I I
ADJUSTED BALANCE: 0.00000
PRINCIPAL PAYMENTS: 0.00000
PAYMBNTS I I ACCOUNT STATISTICS I
LISTIIIG BALAIICE: 3742.50000
LOCAL LISTIIIG BAL: 0.00000
More...
ACTMTY:
S42
CIJoI
CIJoI
,-,
I
CLAIM FILED
PRECRT - FILE CLAIM WITH PROBATE: PROBATE CLAIM FORM
IIIDATY - FILE CLAIM WITH PROBATE: PROBATE CLAIM FORM
FOLLOI! UP ACTMTY: REVIEW
FOLLOW UP DATE: 6/21/2005
FOLLOW UP TIME:
102749 06/14/2005 06:54:26
102749 06/14/2005 06:54:24
102749 06/14/2005 06:54:20
More...
I ACCOUNT ATTRIBUTES I
F2=CONTIIIUE SEARCH F3=EXIT F4=PROMPT F6=ADD CONTACT F7=PREVIOUS CONTACT F8=1IBXT CONTACT F9=HISTORY F24=I<<lRE KEYS
1lARIlI1IG: Current Contact Phone Should !lOT Be Called Due To Time Zone Difference
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