HomeMy WebLinkAbout06-24-13 Mazgaret E.Fishei Peti�ion to Settle ZI-I 1-0788{2)062I i 3.doc
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lN RE: ESTA`�'E OF : IN THE CC�URT OF CaMMO�T,I�EAS `�'' r �
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�,��.G��r�.��s�L : o�cv�sE�.�covrrr�, PENNA.
: ORP�][ANS' COLTKT DIViSI�N
: NO.ZI-11-��(11788
�'ETTTTOPT Ft)R THE SETTLEMEN'�'t�F AN,ES`�`AT�
'I'()THE HONORABLE,THE JUDGES OF SAID CUURT:
PAMELA K. FRA�IER, Executrix of the Fstate of Margaret E. Fishel,
r+espectf�ly rep�resen#s:
1. Margaret E. Fishel, who resided at 4605 Sears Run Dr., Mechanicsburg, PA
17450,died testate on 3uly 5,2011.
2. Letters Testamentazy were granted to Petitioner on July 15, 20II, and the
esta�e was advertised in the The Patriot ATews--Main Le�als oa A�3,Au,gvst 1 U,and
August 17, 2011, and in the Cumberland Law Journal on A� 5, August 12, and
A� 19,2011.
3.The only assets in the estate were as follows:
1. Real Estate, 4605 S�ars Run Dr., Mechanicsburg, PA 17050
'sa1 $130,U00:00
2. 19 Shs. Alcatel-Lucent-Sponsored ADR (ALI�, Common Stock
$5.90 112.10
3. 9.389 Shs.PPL Co �ratiun PL Common Stock $27.87 261.67
4. 11 Shs.Prudential Financial R Common Stock $64.02 704.22
5. 30 Shs.Valero Ener Co . $25.47 764.�0
6. 4U U. S. Sa.vin Bonds, Series E 44,534.60
7. 2004 Merc Sable,VTN#1MEHM55544A616913 8,115.00
8. Americhoice FCU Sr Shares 27.26
9. Members 2� FCU Checking, Savings, Money I��ulagement and
CDs 193,834.78
10. PSECU Re . Savin ,Chec ' ,and CDs Sb,336.96
1 l. Scoitrade Bank sit Pro Balance 2,229.16
2
Margaret E.Fishel Pen�ion to Settle Zl•I 1-4788(2)06ZI I3.doc
12. Soverei Bank One and-Fremier Checkin and CI)s 86,306.92
13. ACH Citibank,N.A.-Pension 336.17
14. Househald Furnishin s 504.00
15. Verizon Refund 10.59
16. Erie Insurance I�omeowners Ins.Refund 2,OU
17. Ma1 �zi Funeral Hom�--Vetera�'s Benefit Refund 100.4U
18. Verizon Refund 31.22
19. Pro ssive Ins.-Car Insurar�ce Refunci 75.UO
2U. Nikolas C.Frazier Reimburse Sewer and Trash 2 50.00
21. Shuitz Settlement Fund 54.19
22. U. S.T Refund of Ov ent 2011-1040 Inc.Taxes 41?.OS
23. Erie Insurance-Prorated �annceZlation Refund-Homeowner's
Ins. 337.OU
Sub-Total--Assets Sub'ect to Inheritance Tax 525 239.99
24. Income-2011-Fonn 1041
2,203.00
25. Income-2012-Forin 1041
1095.00
28 537.99
Asset�IRAs
1. 1/3 IRA-Members l� IRA Svgs. A/C #124053-�0�-Benef.-
Geo e R.Fishel. .39
2. �/3 IRA Members lst iRA CD #16 AlC #124053-1b--Benef.
Geor R. Fishel 559.Sb
3. 1!3 IRA�Members lst IRA CD #17 A/C #124053-17 Benef.
Geor e R Fishel 8,41?.16
4. 1/3 i�tA-Sov�reign Bank IRA CD #233819702g---Bene� Gecfrge
R. Fishel 902.21
5. 1/3 IRA-Members lst IRA Svgs. A/C #124053-10--Benef.-
Pamela K.Fra�ier. .39
6. 1/3 IRA-1Viembers 1� IRA CD #16 AlC #124053-16--Benef.
Pamela K.Frazier 559.56
'7. 1/3 �RA-Members 1 st IRA CD #17 A/C #124053-17 Benef
Pameia K.Frazier 8,417.16
8. 1/3 IRA-Sovereign Bank IIZA CD #2338197029--Benef. Pamela
K.�razier 9U2.21
9. 1/3 �RA-Meinbers 1� �RA Svgs. ,AJC #124053-�0--Benef.--.
Geoffre T.Fishel .39
10. 1/3 IRA Members l� IRA CD #16 A/C #124053-16--Benef.
Geo T.Fishel 559.56
11. 1/3 IRA-Members lst IRA CD #17 A!C #124U53-17�enef.
Geof�re T.Fishel 8,417.l b
12. 1/3 IIZA-Sovereign Bank IRA CD#233 8197029-Benef. Geaf&ey
T. Fishel 902.2i
Sub-Tv�IRA Assets 29 637.96
3
Margaret E. Fishel Petinon to Settle 2I-I i-0788(2}0521 I3.doc
Assetsr-Join�t -Owned Pro
1. Americl�aice FCU CD-Jt-owner-Geo e R. Fishei 2,789.85
2. HH Series,$1,000 U. S. Sv .Bc�---Jt-owner--C�eo e R. Fishel 504.U0
3. �4merichoice FCU CD--Jt-owner Pamela K. Frazier 2,79U.33
4. HH�eries,$1,U00 U. S. Sv s.Bc�-Jt-owner-Pamela K.Frazier 500.00
S. Americhoice FCU CD-Jt-owner--Geo T.Fishel 2,�89.85
6. HH Series,$500 U. S. Sv .Bd-Jt-owner--fieoffre T. Fishel 250.00
?. I Series,$1,000 U. S. Sv .Bc�Jt-owner-Geoffire T.Fishel 709.60
8. I Series,$l,(�?0 U. S. Sv s.Bc�-Jt-owner Nikolas C.Frazier 709.60
9. I Series,$140 U. S. Sv s.Bc�-Jt-owner Nikolas C.Frazier 68.06
10. I Series,$200 U. S. Sv .Bc�-Jt-owner-�Tik4las C.Frazier 135.48
�l. I Series, $l,OQO U. S. Svgs. Bc�Jt-owner-Kaolyn T. (Fishel)
Witmer � 709.60
12. I Series, $100 U. S. Svgs. Bc�---Jt-owner-Kaolyn T. {Fishel)
Witrner 68.Ob
13. I Series $1,000 U. S. Sv .Bc�-Jt-owner-She 1 Fishel 709.60
14. I Series $1 QO U. S.Sv s.Bc�-Jt-owner-�S 1.Fishel 68.06
15. I Series, $1,004 U. S. Svgs. Bc�Jt-owner-Kelsey L. (Fishel)
Zei ier 709.60
16. I Series, $100 U. S. Svgs. Bc�-Jt-owner- Kelsey L. (Fishel)
Zei er 68.06
I 7. H�I Series, $1,U00 U. S. Svgs. Bc�-Jt-owner--Geoffrey T. Fishel,
II 540.00
18. I Series,$100 U. S. Sv . Bc�----Jt-owner---Gea T.Fishel,II 68.�6
I 9. Members 1�FCU CD-Jt-owner-Viktor M. Frazier 2,473.52
20. H�I Series,S1,Ut}0 U. S. Sv s.Bd Jt-owner-Vik#flr M.Frazier SOO.UO
21. I Series,$200 U�.S. Sv . Bd----Jt-owner-Viktor M.�razier 135.48
Sub-Total Assets Jointl -Owned 17 252.81
To�tal Assets Sub'ect to I�eritance Tax 572 13U.�6
4. Expenditures made on behalf of the Estate of Ma�r�;are�t E.Fishel were:
l. Ho Church--G�nl.Fd. Offerin k#.1523--Cleared 7/6/11 �I00.00
2. Joshua.Pool�---Graduation Gif�---Ck#�525--Cleared 7/6/11 20.00
3. Burd Pain' Paint�Hous�---Ck#1527--�leared 7/8/11 2,700.U0
4. PPL Ele�-ACH---7/6/l 1 20.89
5. Adwoa Nsian-In Home Care �/2-7/5/11-Ck #152fr-Cleared
7/11/11 507.t)0
6. A��brs l�VISA Credit Card Pmt. -ACH-7/13/11 36.OfJ
7. PPL E�ec-ACH-�/14/11 80.06
$. S.W.Bartett RIE 8�A r. S�res:�t/E A '�a1---�k#101 350:00
9. All Mechanical Svc. Co:Reimb. Dryer Element-Mazcone
S 1 --Ck#102 20.90
10. �an�ela K. Fraz�er-Reimb Ck#6557, 7/15111 to Reg, af Wills�--� .
Pr�b�#e VVill and Testam Ltrs.--Ck#103 563.50
�
Niargaret E.Fishel Petition to Se�le 2I-1 I-(}?88{2)062I I3.doc
11. United Ststes T 20l 1 Forrn 1040-ES---Ck#104 6,600.00
12. Ham en Tawnshi ewer&Trash 7/1111-Ck#105 154.40
13. Cumberland Law Jour�al--E�ecutrix I�atice Advertisement-8/S,
8/12,&8/19/11----Ck#lU6 75.00
14. Sutliff Chev:I��spection and Replace Wiper Blades--2004 Merc.
Sable--Ck#401 140.80
15. Hope U. M. Ch. Women's Society-Donation--Funerai
Luncheon-Ck#442 300.04
16. PPL Electric Utilities Corp.-�--Elec�ric ��arage b/20/11-7/20I11=
Ck#4�t)3 25.88
17. PPL Electric Utilities Corp:Electric House 6/20/11-7/20/11--Ck
#404 87.�0
18. M zzi Ftmeral Hom�---Funl. E .--Ck#445 13,059.35
19. Forest Park Health Center-Co- a 6/27/11-7/1/11----Ck#406 Sb6.00
20. Verizon Wireless,--Ce11 Phon�-Svc. Cancelled '7/18/11--YCk
#40'7 9.84
21. Pamela I�. Frazier-Reimb. F�p. 6/12/11-8/3I11----Gas, Crroc.,
Postage, Mea1, Supplies for Mvm's House (Home Depc�t}-�Ck
#408 263.27
22. Michael Langan, Treas./Tax Coll.---CV Schl. R/E Taxes 2011/12
10-18-1316-445--Ck#409 1,206.53
23. The Pat�ri�ot New�--Exec� Notice Advertisement-8/3, 8/10,
8/17/11---Ck#410 218.15
24. PPL Electric Utilit�es Corp.-Electric CEarage 7l20/11-8/18/11---
Ck#411 27.16
25. PPL Electric Utilities Corp:Electric House 7/20/11•8I18/11--Ck
#412 85.32
26. Erie Ins. Grou�---Homeawner's Ins:Hom� P`rotector
# 57U70I497 97/11-9/7/12-Ck#413 326.00
27. PPL Electric U#ilities Corp:Ele�ctric Ciarage 8/18/11-911/11--Ck
#415 9.44
28. PPL Electric Utilities Corp:Elec#ric House 8/18/11-9/1/11--Ck
#416 46.41
29. Quantum Imaging & 1'herapeutic Assoc:DUS 5/1?/11-
Conscious Sedati.orr-Ch#41'7 13.18
30. Ham en To ' ewe�r&Trash--0ct:Dec.2011-Ck#418 150.00
31. Gingrich Memo�ials-Inscrip�ion of "2011" on Headstone�--Ck
#4ZI 160.04
_
32. Ar�her Pest Cc�ntro�-Termite Baitin S stem Renewal--Ck#422 265.04
33. i7nited States Treas 2011 Form 104U--Ck#423 224.Ot1
34. PA De �of Revenue-2011 PA-V--Ck#424 117.00
35. United Stat+es T 2011 Form 1041-Ck##425 238.40
' 36. PA t.of Revenue-201 l PA-41-Ck#427 68.00
37. Paznela K. Frazier Reimb. Fee for Filing PA Inh. T� Ret.-Ck
#428 15.00
5
Margaret E. Fi�hel Petition to Settle ZI-1 I-4788(Z}ObZi I3.doc
38. Pamela K. Frazier Reimb. Fee for Deed Info:Hampden
T :LANDEX----Ck#429 10,00
39. Michael I..angan, Treasurer-2012 R/E Taxes--Cumb.
Co.IHam en T k#431 324.84
40. Poppe Plumbin�--Svc. Call--Estimate on Water Tank
I��stallatior�-�Ck#432 20.00
41. Pappe Plumbing-Move & Insta,tl Welimate Water Tank-32
Ga1.---Ck#433 1,352.00
42. Michael Langan, Treasurer-2012-13 R/E Taxes--CV Schl.
Dist.--Ck#434 1,229.11
43. CYUardian LTC Pharmac -Ch es from Forest Park-Ck#435 83.39
44. Erie Insurax►ce Gmu omea►wner's Ins.-Ck#436 364.00
45. Recorder of Dee�--R+ecord Deeds to transfer to Pamela I�.
Frazier--Ck#437 126.40
4b. U. S.�reas 2012 Fonn 1041----Ck#444 ?3.00
47. PA �of Revenu�--•-2012 PA-41-Ck#445 33.62
48. R 'ster of Wills--U Short Form--Ck#446 5.00
49. Geor e R.Fishe�--interest an HH Band 8/1/11---Ck#447 7.50
54. Pamela K.Frazier-Intere.st on HH Bond Sil/11--Ck#448 7.50
51. Geo T.Fishel-Interest on HH Bond S/1/11--Ck#449 3.75
52. Geo T.Fishei II�nterest on HH Bond 1Q/3/11-Ck#450 7.50
53. Viktor M.Frazier Interest on HH Bond 10/3II 1-Ck#45I 7.50
54. Register of Wills--Fina1 Account Filing Fee (Estinla.ted?-�Ck
#452 20.00
32 479.0
5. Inheritance T�es in the amount of $24,401.07, ($1,184.21 Discount +
$22,5UQ.0t1 + $716.86}, have been. paid and approved as is evidenced by the attached
Notice from the I�partment of Revenue. The total expenditures $re, therefare,
555,695.95 t�23,216.86 Inheritance Taxes+$32,479.09 Expenses).
6
Nlargaret E.Fishel Pe�i�ion to Set�e Z1-1 I-0788(2}062I l3.doc
6. The said Margaret E. Fishel was survived by her three children, George R.
Fishel,Pamela K. F�raazier,and Geo#�rey T.Fishel,to whom she left her residuary estate as .
is set forth in Paragraph II.,of her attached Will.
RECAPITULATiQN
Total Assets: $528 37.99
Totai�redits ' -55 695.95
Balance 472 84Z.t14
To Geo e IL Fishe 1/3 share 5157 14,01
At risk Distribution--Ck#419 -�5 ppp.pp
At risk Distribution—Ck#438 -7Z 000.40
At risk Distr�ibutioH---Ck#441 -10 400.04
1/3 Share Honsehold Farnishin -166.6?
47.34
To Pamela K.Fcazi�er 113 share 5157 614.02
At risk D�istribution--2004 Mercu Sable -8115.00
At risk l�stribution--19 Shs.Ak�atei-Lvicent-S}�n�ored ADR -112.10
AL Common Stock $5.90 .
At risk Distribution--9.389 Shs.PPL Corpora#ion(PPL) -261.6?
Commvn Stock 527.87
At risk Distribntion--11 Shs.Pradential Financial{PRin -704.22
Common Stock $64.02
At risk D�tributivn—Real Estate 4605�ar�Run Dr. -13�OfN}.QO
At risk Distribation--Ck#439 -15 000.(10
At risk�listri6►ntio�--Ck#442 3 pp.pp
1/3 Share Household Fnrnishin -166.b7
54.36
To G+�f� T.Fishe 113 sha�e $157 614.01
At risk Distribution-30 Shs.Valero Ene Co . $25.47 -"764.10
At riak Distribntion--Ck#424 -75 4(IO.Oi!
At risk Dist�ibutio�---Ck#440 -71000.l10
At risk Distribution---Ck#443 -10 650.00
1/3 Share Househoid Fnrnishia -1 .67
33.Z4
To#al Distri:buted �472,842.U3
7
1VIar��E.Fishel Pet��ion to��ett�te 21-I 1�q78�(2�462I I3.doc
'�i�HEREFaRE,yvur Petition�er prays that Y�our Honorable Court approve the disi�ibufii+an
of t�is est�te�s set fQrth herein,and t�t the said�ec�t��,Pamela I�..Fr�zier,be
dischatged from the duties of her aprpointment.
8
�=�� ,�� `��
�3y ,
Pa�nela K.Fra�ier,Petiti�ner
�ated;�une�4,2(}13
COI�AVIU�f��TFAL"�'�-i UF FE�+xI�ISY"�,VAN�A.
C(��;I��'I`�'{3F�L����R�,A��t
Pamela I�.FraZier,bei�g duty sworn accc�rding to Iaw,ciepose�s and says tha�the
ave�rm�ts flf�€e wit��in F�tit�c�n are trrue and con�ect to#he b�est vf a�ant's knar�vledge,
infama�ati4n an►d belief,
���� �".
C,.,.��}��'�... . �
Pamela K.Fr�aer ��
Sw��t to and subs+c�ribed bef+�re me
2��'da.y af�une,2f113
N+�t�ry
t;pMIVlQN1NEAL.TH C}F NENNSYk.VANif�
NOTARIAL SEAL
KATHY A.BURKE'f�`�otary Public
S.Middleton Twp.,Cumbertand County
My Commission Expires May 23,2016
�
„, I��III
. *
� Nt3T�CE t3F INHER�TANCE TA3f ����5`i��,V���� � �
sutt�au oF �[t�DtV�DUa4 �,�t�s APPRA�SEMENT� a��owawcE QR DISALtC�MlANCE DEPARTMENTO�REVgNUE
i���z���rrcE �r�ac nrv�s�at� tIF DEI#!lCTIt�NS AND ASSESSMENI �F T�►X �v-1547 EX AFP ci2-��.� -
PO BQX.28Q681
w�ttsstats �a x7i2s-oao�
DATE Q?-3D-2012
ESTATE OF FISHEL MARGARET E
DATE t3F IlEATN 0?-05�-2tII1
FII,E NUMHER 21 11-0788
Ct�UMTY CUMBER�AM�
PAMELA K FRAZIECt EXEC ACht ltll
4�95 SEARS RUN �R APPEAI. DATE: Q9-28-2tI12
ME C MAN I CS B U R G PA 17 0�0-256 0 (See reverse sr�rfe under Glbjecti�ns)
� Arount Re�itted�'� �l
MAKE CHEGK RAYABl.E AND REMIT PAYMENT Ttt:
REGISTER �F WILI.S
I C{�URTNt}USE SQtlARE
CARLISLE PA 17013
CUT AL(3NG THIS LINE �1► RETI�IIN LOWER Pt3RTI0N FOR YdUR RECORDS 4�
r�w��r.������r���r���rr�►�.riw� �r.�r s�r��f r. ��a���r�w.rwr�ri�ar.. rrs �rr��r�w��r�rrrr+�rsi.r �
REY-1547 EX AFP �12-iI3 NOTI�E�4F TN#iERITANCE TAX APPRAISEMENT, ALLCtWANCE OR
DISALLtiWANCE pF DEDUC7IONS AND ASSESSMENt OF TAX
- __._
_ESTATE_tIF:___FISHEC_____ ._ _.__.------ MAR�ARET EFrCE ��tB. :�I- II-#�T88 __ AC�1_� . 101__ ____D�TE�:--07-30--2�12
TAX RETURN WA3. {y(} ACCEPfiED AS FZi.ED C ) CNANfiED
I I IM��I I I��1 I �I M�Y�I I Y ■ �
��I��
APPRAISED VALUE t?F RETURN BASED QN: O�I�xNA� R�TURN
I. Real Estata CSchedule A) tl? 130 i OQO.(I�1 NOTE: Ta ensure Pr+�per
2. S#ocics and Bc�nds tSch�dul� B? t2} '��s 376.69 credit to your account,
3. CloselY Held Stock/P�rrtnership Interest tSchedule C? �3) .4 Q ��5��� �he uppar portic►n
of this forn� with your
4. Mort$a$+�slNotes Rscefvatsl� CSch�dule D} {43 ,t3Q tax paY�e�nt.
5, Cash/Bank Deposits/Mtsc. Pe�sonal P�operty CSchedule E� C5) 348,055.Q6
b. .faint3Y flwned PraPertY tSch�dule F? Cb} I7,252.$1
7. Transfars CSchedule 6) �73 24,637.96
s. Tot�l A�Sets c8� � ,57 ,3 2.52
APPRaYED DED#lCTIK�NS ANII EXEM�TI{#l+1S.
9. Fun�ra2 Expens��/Ad�►. Costs/Misc. Exprenses CSchedule H) {q}�, _,_,,, 2?•$�_,�,Q9
2D. DebtslNar#gage �.fab3litieslti�ns tSchedul+� I} C10) � _,�.�I9�.2$
11. 3ota1 Dvductions cll� 29:i}7?.17
12. Net Vaiue of Tax Return {l�� 542,245.35
13. CfiaritabZal6overn�ental. Bequars#s, Non-e3.+�cted 9i13 Trusts C3chedul� J) t13) ,_,.�,;._...,.�0
14. Net Value o� Esta�te subject ta rax . �i�� ,�S�?�.,�.. 5.
N�TE: If an assessment wa�s issued previously, lines 14, Z5 and/or 16, 17, 18 and 19 wi11
ref2ect fi$ures tha�t include the tot�l of ALL returns �ssessed ta date.
......_.
ASSESSMENT OF TAX:
I5. A�ount af Line 14 at Spousal rate C153 •Ofl X �� � «{IO
i6. A�ount of Lfne I4 taxable at LineallClass A rate t16? ,.,,��+„�},�„r, «, �� X 045 � 24,4a1.04
I IO�IYIII�I�Y�Y�/I�014�11! "
_ ._.,.__ . I7.-`Aa�Ot;!!'1'�.`i}i`�l.�fi�$.Z`�..._a��_'�ib`ZtRTg r'af$�__.___.._.______,_____.,_.__...�.,______,C17�_.�__�.,,..._. _ .��'�'-p--'X�.'�V,.��..____._...____�....______..��.____._....__
18. Amaunt o�F line 14 taxabl+� at Ccllateral/Class B rate C18? •00 X 15 � .00
19, Principal Tax Due ti9)= 24 401 fl4
' �IIIII��IIYI�����I��M ��
TAX CREDITS:
PAYMENT RECEIPT DISCOUhiT t+3 a�p�pT RAID
DATE NUMBER IFlTEREST/P�N PAID C-) -
D9-16-Zi�II CDOI.4980 1,I84.21 22,500.00
04-05-201� CD015798 ,00 726,8b
TQTAL TAX PAYMENT 24:402.t�7
BALANCE QF TAX IIUE ,tl3CR
� INTEREST AMD PEN. .00
70TA� DUE .03C�
* IF PAII! AFTECt DA'F� INDICATED, SEE REVERSE ZF TOTAL t��1E IS ttEFi F�:T�n a!� a �+r�r�rtrr** rr��. Yf1fi raav A� niEc