HomeMy WebLinkAbout02-1169PETITION FOR PROBATE and GRgqANT OF LETTERRS
Estate of ANNA MAE FUKO No. O~ ~ ~ ~ ~ ~ '
also known as ANNA M. FUKO To: Doruia M. Otto, First Deputy
Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 311-O1-6702 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executrix (al erna e) named
in the last will of the above decedent dated November 27 , 192_
and codicil(s) dated N/A; The designated Executrix~Priscilla L Straka, haG
executed a Renunciation in favor of Elavna M Ri~hard~, the ali-arnai-a
Executrix nd votr PetitinnPr
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
her last family or principal residence at 1000 W South St.., Carli~l~, PA 1 7(11 ~
(list street, number and muncipality)
Decendent, then 85 years of age, died October 24 ~- 2002 , x~ ,
at Sarah A Todd Memorial Home r Carl i ~1 e.,,silm}~rlancl Cebtrtl=,~, Pa.
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: None
Decendent at death owned property with estimated values as fallows:
(If domiciled in Pa.) All personal property $ 46 ,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 0
situated as follows: N/A
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters TESTAMENTARY
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1 ~s
COUNTY OF Cumberland f
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmeti~and subscribed
bef re me this " ~ day of
' ~j i 2002
Registe
7_ ///- ~{
/( yp(~ -~y) )
I ~t C,Y .,, /t C.~ /r l ~ L~C~Qi!LC ~ Vj
Elayn M. Richards ~'
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No.
21-02-1169
Estate of ANNA MAE FUKO a/k/a ANNA M 'FUKO ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW DECEMBER 30th
~ ~~'
R7eg~is/er o~ ills _
~}~c'fiae~ Ei .~~Snt~ll' G Es it ; C
~ ~,
I.D'~' #19212
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated November 21., 199?
described therein be admitted to probate and filed of record as the last will of ANNA MAE FUKO,
a/k/a ANNA M. FUKO ;
and Letters TESTAMENTARY
are hereby granted to ELAYNA M . RICHARDS , Executrix .
FEES
Probate, Letters, Etc......... .
Short Cenificates(6) ......... .
>~~'#~~'~tA~ 5.5....1....... .
TOTAL _
Filed DECEMBER. ,3,0.,, . 20.Q2. .
~ 80.00
S 18.00
~ 5.00
~ 1~
S 128.00
~~ 2002, in consideration of the petition on
ATTORNEY (Sup. Cc. I.D. No.)
201 South Railroad St., P.O. Box 113
-~Y~ PA ~ ~n~R_m 13
ADDRESS
717/838-1385
PHONE
MAILED LETTERS TO ATTORNEY DECEMBEF„ 30, 2002
21-02-1169
,~
REGISTER OF WILLS OF Chu NTY
OATH OF SUBSCRIBING WITNE~
f ,,,
(each) a subscribing witness to the
law, depose(s) and say(s) that
the testat ,sign the same and that
present and saw
signed as a witness at the
request of testat in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19
A
Register
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF L~. ~-~i ~.1 ~ ~ ~ CI COUNTY
OATH OF NON-SUBSCRIBING WITNESS
7 ~-. , ra
(each) a subscriber hereto, (each) being duly qualified according to aw, depose(s) and say(s) that
~,~ ~~ ~ E_ ~ ~ti~'--~, familiar with the signature of _ ~ k+-r ~>: '~'~ q f% ~tJ K t,
codicil
testat=~_ of (one of the subscribing witnesses to) the will presented herewith and
codicil
that `t-~~ ~ 4~~ ~ believes the signature on the will is in the handwriting of
to the best of ~,<<'" knowledge and belief.
Sworn to or affirmed and subscribed before
~ . GX
me this ~~ day of
~ c~ ,ri ~~~~~
Register
codicil
will presented herewith, (each) being duly qualified according to
_ ,~
C~ P~ ~~
!Name)
~~
(Addre~~ ~
~! ~` ~~
~ (Name)
c'.1..1. C'_Ic3JGR,.... Lti'-'Z. ~~ht_I^'V-~ p_/~ ~>:~ 'r1(~~''-Y~
(Address)
21-02-1169
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
R E N U N C I A T I O N
Estate of Anna Mae Fuko,
a/k/a Anna M. Fuko, Late of
Carlisle, County of Cumberland
and Commonwealth of Pennsylvania,
Deceased
No . 21-02-1169
The undersigned, PRISCILLA L. STRAKA, a surviving daughter and
a designated Executrix of the above Decedent, hereby renounces the
right to administer the estate and respectfully requests that
Letters Testamentary be issued to Elayna M. Richards, the alternate
Executrix designated in Decedent's Last Will And Testament.
WITNESS my hand this /~ =~ day of ~~, 2002.
Priscilla L. Straka
1619 Teel Rd.
Pen Argyl, PA 18072
Sworn to or affirmed and subscribed
bef re me this ~` day of
~.~y~~{ p~~ 2 0 0 2 .
Notary P lic
My Comm'ssion pires:
Not~~ri~ai Sas
Ann D. Bellafatto, Notary i'ub:ic
Easton, Northampton Ciouni°:+
My Commission t.xpires lV1a,y ~~, ;'t.?(33
r
21-02-1169
LAST WILL AND TESTAMENT
I, ANNA MAE FUKO of the County of Northampton, and
Commonwealth of Pennsylvania, being of sound and disposing mind,
memory and understanding, do hereby make, publish and declare the
following as and for my Last Will and Testament, hereby revoking
and making null and void any and all former Wills by me at any
time heretofore made, viz:
ITEM I. I direct that all my just debts and
funeral expenses including my grave marker shall be paid from my
residuary estate as soon as practicable after my decease as a
part of the expense of the administration of my estate.
ITEM II. I direct that all taxes that may be
assessed in consequence of my death, of whatever nature and by
whatever jurisdiction imposed, shall be paid from my residuary
estate as part of the expense of the administration of my estate.
ITEM III. I order and. direct my hereinafter
named Executrix to convert my entire estate into cash as soon as
it may be convenient after my decease, and to that end I hereby
authorize, direct, and empower my said Executrix to sell all of
the real estate of which I may die seized at either public or
private sale or sales, for the best price or prices obtainable
Page 1 of 6
therefor, and to give good and sufficient deed or deeds therefor,
in fee simple, to the purchaser or purchasers thereof.
The money so obtained from the conversion of my estate,
I give and bequeath unto my children, in equal shares. In the
event any of my children should predecease me and leave children
him or her surviving, I give and bequeath the share of said
deceased child to his or her children. In the event any of my
children should predecease me and leave no children him or her
surviving, I give and bequeath the share of such deceased child
to my surviving children, in equal shares.
ITEM IV. Should any of my beneficiaries
mentioned in this, my Last Will and Testament, entitled to a
share of my estate not have attained the age of twenty-one (21)
years at the time of my death, I give, devise, and bequeath the
share of such beneficiary to my hereinafter named Trustee, in
separate trust, to hold, manage, invest and reinvest the amount
so received, and the accumulation of income thereon, and to use
and apply from time to time such portion of income and principal
thereof as it thinks proper for the beneficiary's comfortable
support, maintenance, and education, without regard to his or her
ability to provide such support or education, including college,
trade schools, nursing, or other higher learning. When the
beneficiary whose proceeds are held in trust reaches the age of
Page 2 of 6
twenty-one (21) years, his or her share of the principal and
interest shall be distributed to him or to her.
ITEM V. I appoint the MERIDIAN BANK as
Trustee of the trusts created by this, my Last Will and
Testament.
ITEM VI. I direct that my said Trustee, in
addition to and not in limitation of any authority given by law
or by this Will shall have the following powers:
(a) To sell, mortgage, lease, alter, improve,
partition and exchange all or any of the real estate which
constitutes a part of the said trust, for such prices and upon
such terms as to cash and credit as they may deem best, and to
grant and convey good and sufficient title, without liability on
the part of the purchasers or other persons so dealing with the
Trustee to see to the application of the purchase or
consideration moneys.
(b) To purchase or otherwise acquire real estate and
to exercise the same powers thereover as hereinbefore provided
with respect to the other real estate of the said trust.
(c) To retain all stocks, bonds and investments owned
by me and to invest and reinvest in other stocks, bonds and
investments, without being confined to what are known as "legal
investments", and to sell and transfer the same, either in person
Page 3 of 6
or by attorney, without liability on the part of the purchasers
to see to the application of the purchase or consideration
moneys.
(d) To borrow money and pledge any stocks, bonds or
other personal property of the trust as security therefor,
without liability on the part of the lender to see to the
application of said money.
(e) To purchase securities at a premium, to amortize
the premium out of income, or to charge the same to principal or
income, or partly to principal and partly to income, at such
times and in such amounts as they may deem best.
(f) To exercise any option to subscribe for stocks,
bonds or other investments.
(g) To join in any plan of lease, mortgage,
consolidation, exchange, reorganization or foreclosure of any
corporation in which the trust may hold stocks, bonds or other
investments.
(h) To retain indefinitely any part of the trust
estate, real or personal, which is or may become unproductive,
or, in the discretion of the Trustee, to make sale thereof. The
Trustee in its discretion may pay the carrying charges and
expenses of property during any year in which it is unproductive
out of other principal of the trust estate, or out of income or
Page 4 of 6
other principal, or partly out of such principal or income, and
it may from time to time reimburse principal or income for the
whole or part of said charges and expenses. The Trustee may
apportion the proceeds of sale of unproductive property between
principal and income according to law, or, in its discretion, it
may pay proceeds into principal without apportionment.
ITEM VII. I appoint my daughter, PRISCILLA L.
STRAKA as Executrix of this, my Last Will and Testament. In the
event I am not survived by my said daughter, PRISCILLA L. STRAKA,
or she fails to qualify or ceases to act as Executrix of my
estate, I appoint my daughter, ELAYNA M. RICHARDS as Executrix of
this, my Last Will and Testament.
ITEM VIII. I hereby direct that no Executrix
shall be required to give any bond in any jurisdiction and that
if, notwithstanding this direction, any bond is required by any
Law, Statute, or Rule of Court, no sureties shall be required
thereon.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, consisting of this and
five. ( 5 ) other pages, this ~~7 day of ~d7-t+~~A. D. , 1992 .
GiC~,,t, /'~'~rE,L ~,~,~~ ( SEAL )
Anna Mae Fuko
Page 5 of 6
SIGNED, SEALED, PUBLISHED and DECLARED by ANNA MAE FUKO,
Testatrix above named, as and for her Last Will and Testament,
and we at her request, in her presence, and in the presence of
each other, have subscribed our names as attesting witnesses
thereof. /
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Page 6 of 6
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Anna Mae Fuko, a/k/a Anna M. Fuko
Date of Death: October 24, 2002
Wi 11 No . 2302-0218 Admin . No .
To the Register:
I certify that Notice of 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
January 13 , 2003
Name
Penelope F. Munsch
Luana G. Rabbett
E.layna M. Richards
Priscilla L. Straka
Address
1700 Pinetown Road
Wellsville, PA 17365
125 East St.
Windsor, CT 06095
212 Clover Lane
Palmyra, PA 170'78
1619 Teel Rd.
Pen Argyl, PA 1807
Notice has now been given to all persons entitled therei~o under
Rule 5.6 (a) except: none.
mate : January 13, 2003
Signature ~~~`
Name : Michael H . Small , Escxu_ire
Address: 201/203 S. Railroad St.
Palmyra, PA 17078
Tele.: (717) 838-1385
Capacity: Personal Representative
X Counsel for Fer~zona w.
Representative
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Law Offices of
FAF~RELL & SMALL
MICHAEL H. SMALL
JOSEPH MICHAEL FARRELL
201/203 South Railroad Street
P,0. Box 113
Palmyra, Pennsylvania 17076-0113
717-838-1385
717-534-2946
FAX 717-838-7215
January 21, 2003
Cumberland County Register of Wills
Attn: Cheryl
Cumberland County Court House
One Court House Square
Carlisle, PA 17013
In re: Estate of Anna Mae Fuko, a/k/a Anna M. Fuko
PA Inheritance Tax Deposit
Dear Cheryl:
In regard to the above-captioned Estate, you will find
enclosed herewith Estate Check No. 5 payable to the "Register of
Wills, Agent" in the amount of $1,575.00. This is submitted as a
deposit payment on the anticipated inheritance tax liability in
this Estate. To record this payment within the discount period
for this Estate, I am requesting that the postmark date of
January 21, 2003 be noted as part of the procedure for your
receipt and processing of this payment. Also, I have enclosed a
copy of the check which I am requesting that you please clock-
stamp and return to me in the enclosed self-addressed, stamped
envelope.
Thank you for your assistance in this matter!
Very truly yours,
,- ~ ~ ~
A
Mi ael H. Sma 1, Esquire ~~ CCC ~J~
MHS/pab
Enclosures
cc: Elayna M.
Richards, Exec.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SMALL MICHAEL H ESQ
P O BOX 113
201 /203 SOUTH RAILROAD STREET
PALMYRA, PA 17078
--- fold
ESTATE INFORMATION: SSN: 3~1-0~-6702
FILE NUMBER: 2102-1 169
DECEDENT NAME: FUKO ANNA MAE
DATE OF PAYMENT: 01 /22/2003
POSTMARK DATE: 01 /21 /2003
couNTY: CUMBERLAND
DATE OF DEATH: 10/24/2002
REV-1162 EX111-961
N0. CD 002073
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ $1,575.00
TOTAL AMOUNT PAID:
REMARKS: ELAYNA M RICHARDS
C/O MICHAEL H SMALL ESQUIRE
CHECK# 5
SEAL
INITIALS: CW
RECEIVED BY: DONNA M. OTTO
51,575.00
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
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Law Offices of
MICHAEL H. SMALL
JOSEPH MICHAEL FARRELL
FAI~I3ELL & SMALL
201/203 South Railroad Street
P.O. Box 113
Palmyra, Pennsylvania 17078-0113
717-838-1385
717-534-2946
FAX 717-838-7215
April 17, 2003
VIA FEDERAL EXPRESS!
Cumberland County Register of Wills
Attn: Cheryl
Cumberland County Court House
One Court House Square
Carlisle, PA 17013
In re: Estate of Anna Mae Fuko, a/k/a Anna M. Fuko
PA Inheritance Tax Return - File No. 21-02-1169
Dear Cheryl:
In regard to the above-captioned matter, I am submitting herewith for
filing and/or payment the following items:
1. Estate Check No. 9 payable to the Register of Wills in the
amount of $15.00 as payment of the filing fee for the PA
Inheritance Tax Return.
2. Estate Check No. 10 payable to the Register of Wills, Agent
in the amount of $175.68 as payment of the balance due on
the PA Inheritance Tax Return.
3. The original and one (1) copy of the PA Inheritance Tax
Return.
4. My file copy of the PA Inheritance Tax Return which I am
requesting that you time-stamp and return in the enclosed
self-addressed and stamped envelope.
Thank you for your assistance in this matter!
Very truly your
c~ .
Michael H. Sma Es ire /
MHS/pab
Enclosures
cc: Elayna M. Richards, Exec. (w/encs.)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
/ '1- 1/ / - 'I
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
REV-1500EX+(6-00)
OFFICIAL USE ONLY J;;
FILE NUMBER
2 1 -0 2 1 1 6 9
COUN'TYCODE --YEA~ - - NUMBER- -
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL}
~
Z
W
C
W
U
W
C
FUKO, ANNA MAE
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
SOCIAL SECURITY NUMBER
311-01-6702
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
10/24/2002
10/12/1917
SOCIAL SECURITY NUMBER
W
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0.""
w&U
:I: a:: 9
0"-11I
"-
"
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
2- 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
N/A
(R] 1. Original Return
o 4, Limited Estate
[KJ 6. Decedent Died Testate (Attach copy of Will )
D 9. litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date ofdeath after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of Trust)
o 10. Spousal Poverty Credit (date of death between 12.31.91 and 1-1-95)
THIS SECTlONMUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIALTAXINFORMATlON SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Michael H. Small, Esquire 201 South Railroad Street
FIRM NAME (If Applicable)
FARRELL & SMALL P.O. Box 113
TELEPHONE NUMBER
717/838-1385 Palm ra PA 17078-0113
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts forwhicl1 an election to tax has not been
made (Schedule J)
OFFICIAL USE ONLY
48,878.46
(8)
48,878.46
4,952.88
3,179.59
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
19, Tax Due
X (15)
40,745.99 x ,045 (16)
X .12 (17)
X .15 (18)
(19)
(11)
(12)
(13)
(14)
8,132.47
40,745.99
40,745.99
1,833.57
1,833.57
20. [8]
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
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Add
ece ents omplete ress:
STREET ADDRESS 000 W S h S
1 est out treet
CITY . I STATE PA I ZIP 17013
Carlisle
Tax Payments and Credits:
1 Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
1,833.57
1,575.00
82.89
3. InteresUPenalty if applicable
D.lnterest
E. Penalty
Total Credits (A + B + C)
(2)
1,657.89
TotallnferesUPenalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
175.68
175.68
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; ........................................................................... 0 I2SJ
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 I2SJ
c. retain a reversionary interest; or ...............................................................,...................................... D [2Q
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 I2SJ
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration?,.......................................... ................................................... 0 [2S]
3. Did decedent own an "in trus!for" or payable upon death bank account orsecurity at his or her death? ................. 0 I2SJ
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .......................................... ................ ....................... ...................... 0 [Z]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN OATE
t\l~...c-. 1Y\. e,; Ro dt" I (/lj.fr. Lj -Ii, -D3
AODRESS Elayna M. RiJ;ards, Executrix
212 Clover Lane, Palm ra, PA 17078
SIGNATURE OF PARER OTHER THAN REP ENT T E
ADDRESS
Michael H. Sma", Esquire
Attorney for Estate
For dates of death on or after Juiy 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 PS. ~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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 twenty-one 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% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
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LAST WILL AND TESTAMENT
I, ANNA MAE FUKO of the County of Northampton, and
Commonwealth of Pennsylvania, being of sound and disposing mind,
memory and understanding, do hereby make, publish and declare the
following as and for my Last will and Testament, hereby revoking
and making null and void any and all former wills by me at any
time heretofore made, viz:
ITEM I. I direct that all my just debts and
funeral expenses including my grave marker shall be paid from my
residuary estate as soon as practicable after my decease as a
part of the expense of the administration of my estate.
ITEM II. I direct that all taxes that may be
assessed in consequence of my death, of whatever nature and by
whatever jurisdiction imposed, shall be paid from my residuary
estate as part of the expense of the administration of my estate.
ITEM III. I order and direct my hereinafter
named Executrix to convert my entire estate into cash as soon as
it may be convenient after my decease, and to that end I hereby
authorize, direct, and empower my said Executrix to sell all of
the real estate of which I may die seized at either public or
private sale or sales, for the best price or prices obtainable
Page 1 of 6
therefor, and to give good and sufficient deed or deeds therefor,
in fee simple, to the purchaser or purchasers thereof.
The money so obtained from the conversion of my estate,
I give and bequeath unto my children, in equal shares. In the
event any of my children should predecease me and leave children
him or her surviving, I give and bequeath the share of said
deceased child to his or her children. In the event any of my
children should predecease me and leave no children him or her
surviving, I give and bequeath the share of such deceased child
to my surviving children, in equal shares.
ITEM IV. Should any of my beneficiaries
mentioned in this, my Last will and Testament, entitled to a
share of my estate not have attained the age of twenty-one (21)
years at the time of my death, I give, devise, and bequeath the
share of such beneficiary to my hereinafter named Trustee, in
separate trust, to hold, manage, invest and reinvest the amount
so received, and the accumulation of income thereon, and to use
and apply from time to time such portion of income and principal
thereof as it thinks proper for the beneficiary's comfortable
support, maintenance, and education, without regard to his or her
ability to provide such support or education, including college,
trade schools, nursing, or other higher learning. When the
beneficiary whose proceeds are held in trust reaches the age of
Page 2 of 6
twenty-one (2l) years, his or her share of the principal and
interest shall be distributed to him or to her.
ITEM V. I appoint the MERIDIAN BANK as
Trustee of the trusts created by this, my Last will and
Testament.
ITEM VI. I direct that my said Trustee, in
addition to and not in limitation of any authority given by law
or by this will shall have the following powers:
(a) To sell, mortgage, lease, alter, improve,
partition and exchange all or any of the real estate which
constitutes a part of the said trust, for such prices and upon
such terms as to cash and credit as they may deem best, and to
grant and convey good and sufficient title, without liability on
the part of the purchasers or other persons so dealing with the
Trustee to see to the application of the purchase or
consideration moneys.
(b) To purchase or otherwise acquire real estate and
to exercise the same powers there over as hereinbefore provided
with respect to the other real estate of the said trust.
(c) To retain all stocks, bonds and investments owned
by me and to invest and reinvest in other stocks, bonds and
investments, without being confined to what are known as "legal
investments", and to sell and transfer the same, either in person
Page 3 of 6
or by attorney, without liability on the part of the purchasers
to see to the application of the purchase or consideration
moneys.
(d) To borrow money and pledge any stocks, bonds or
other personal property of the trust as security therefor,
without liability on the part of the lender to see to the
application of said money.
(e) To purchase securities at a premium, to amortize
the premium out of income, or to charge the same to principal or
income, or partly to principal and partly to income, at such
times and in such amounts as they may deem best.
(f) To exercise any option to subscribe for stocks,
bonds or other investments.
(g) To join in any plan of lease, mortgage,
consolidation, exchange, reorganization or foreclosure of any
corporation in which the trust may hold stocks, bonds or other
investments.
(h) To retain indefinitely any part of the trust
estate, real or personal, which is or may become unproductive,
or, in the discretion of the Trustee, to make sale thereof. The
Trustee in its discretion may pay the carrying charges and
expenses of property during any year in which it is unproductive
out of other principal of the trust estate, or out of income or
Page 4 of 6
other principal, or partly out of such principal or income, and
it may from time to time reimburse principal or income for the
whole or part of said charges and expenses. The Trustee may
apportion the proceeds of sale of unproductive property between
principal and income according to law, or, in its discretion, it
may pay proceeds into principal without apportionment.
ITEM VII.
I appoint my daughter, PRISCILLA L.
STRAKA as Executrix of this, my Last Will and Testament. In the
event I am not survived by my said daughter, PRISCILLA L. STRAKA,
or she fails to qualify or ceases to act as Executrix of my
estate, I appoint my daughter, ELAYNA M. RICHARDS as Executrix of
this, my Last Will and Testament.
ITEM VIII.
I hereby direct that no Executrix
shall be required to give any bond in any jurisdiction and that
if, notwithstanding this direction, any bond is required by any
Law, Statute, or Rule of Court, no sureties shall be required
thereon.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last will
five (5) other pages, this
and Testament, consisting of this and
t/ .
~7 day of ~~~~A.D., 1992.
~ h~4.Ld~
Anna Mae Fuko
(SEAL)
Page 5 of 6
SIGNED, SEALED, PUBLISHED and DECLARED by ANNA MAE FUKO,
Testatrix above named, as and for her Last Will and Testament,
and we at her request, in her presence, and in the presence of
each other, have subscribed our names as attesting witnesses
thereof. / . /
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Page 6 of 6
REV-1508 EX + (1_97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FUKO ANNA MAE
FILE NUMBER
21 02
1169
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
6,400.68
2.
First Union Crown Classic Banking
Checking Account #1000310507072
See Verification attached
First Union Savings Account #3014228691815
See Verification attached
42,457.48
3.
Highmark - Health Insurance Premium Refund
See Verification attached
20.30
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
48,878.46
f_Ne WACHOVIA
Reference ID: 506152
First UnionlWachovia
Attn: Balance Confirmation Services
POBox 40028
Roanoke VA 24022-7313
J .nuary 22, 2003
FARRELL & SMALL
201/203 SOu;rH RAILROAD STREET
PO BOX 113
PALMYRA, PA 17078-0113
SUBJECT: Veriflc.tion I Confirmation of Account and B.lance Information provided for:
Customer: ANNA MAE FUKO (SSN# 311-01-6702)
Date of Death: November 24, 2002
DeDosit Account Information
Account Account Date of Death Average Date Maturity Interest Accrued YTD Date
Type Number Balance Balance. Opened Date Rate Interest Interest Paid Closed
CHECKING 1000310507072 $6,399.60 211/1971 $1.08 $14.24 111412003
LEGAL TITLE: ANNA M. FUKO
SAVINGS 3014228691815 $42,413.37 10/30/1998 $44.11 $615.86 1114/2003
LEGAL TITLE: ANNA M. FUKQ
. Due to system limitations. we can only provide a twelve month average balance on depository accounts.
. Date of death balance does not include accrued interest.
. If date of death occurrs on a weekend or a holiday. date of death balance does not include any transactions that were
C, made during that time period.
11Ai.{.a:=>~
l.f ~Ii; So~ells
Servicenter Associate
January 22, 2003
(540)563-7323
Phone Number
abs; at
000671
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Camp Hill, 1711119.00119
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Ill,.; IU:L\H 11.-\1"1.(-". U)l'Y OF 11\ \oOH"..S
INVOICE NO. P.O. NuMBER DATE VOuCHER GROSS AMOUNT DISCOUNT NET AMOUNT
~EFUND 2002-12-11 00442509 20.30 0 .00 20.3
He 11th Insurance f remium Refund
-~_._---- I -.._--------~.- I--TCJT ALAMOU NT --
tiNDL CHECK NO PAY DATE I VENDOR NO _. VENDOR NAME .__
I 30361750 2002-12 26 I ANNFUK0001 I ANNFUKOO01-001 20.30
-------.
PLEASE CASH OR DEPOSIT CHECK PROMPTLY
0000072
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1:1"'__':.I~lj'I;l"I_:'l--w...~~~~~r.s.!."'JU I _ ';I.i;i:""_$l.;j;i"~;i ~,;"Zmj.i~~ll~~:::~~:;:'~tol
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CIIECI( NO 30 36 1 7 5 0
'Wf'", I t lJO/l.,.jRS "'."'1) J/J n-_Nf.~
ANNA M. FUKO
212 CLOVER LANE
PALMRYA. PA 17078
DATE GF CHlCK
MO Dp,Y YR
12/26/2002
DJLtAftS .~_=-=]_~E~TS
.~l 8( CA:>HfD WITHIN Ii MONTHS
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.l"LlllORI/...1l SIGt\An;RJ.; Highm'3.rll,IM.
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REV-1511EX+(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FUKO ANNA MAE
FILE NUMBER
21
02
1169
Debls of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES
1. Falk Funeral Home - Balance due on Funeral Bill - See copy attached 79.35
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbe~s) I EIN Number of Personal Representative(s)
Street Address
City Stale Zip
Year(s) Commission Paid:
2. Attorney Fees Farrell & Small 4,500.00
3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees (Initial Probate Fees - $128.00) 128.00
5. Accountant's Fees Duane E. Herman, CPA 50.00
6. Tax Return Preparer's Fees
7. The Sentinel - Legal -- Estate Notice 105.53
8. Cumberland Law Journal -- Estate Notice 75.00
9. Register of Wills - Filing Fee for Inheritance Tax Return 15.00
TOTAL (Also enter on line 9, Recapitulation) $ 4,952.88
(If more space is needed, insert additional sheets of the same size)
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Frail!.: J. hill... F,J). :,1'PFH\'J~( III
December 1, 2002
STATEMENT DATE: October 24, 2002
FUNERAL ARRANGEMENTS FOR... Anna Fuko
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED
Please refer to the original agreement for a complete explanation of all charges
PROFESSIONAL SERVICES. STAFF, FACILITIES,
AND ALL EQUIPMENT
NAME OF PACKAGE IF SELECTED:
FULL SERVICE CREMATION WITH BURIAL OF CREMAINS
URN SELECTED: Mackenzie burial urn
TOTAL FUNERAL HOME CHARGES
CASH ADVANCES
Certified Copies of Death Certificate (15) @ $2.00 each
Church Honorarium
Cumberland County Coroner's cremation authorization fee
Cemetery fee: opening, closing, service
Monument foundation completion
Flowers as ordered
TOTAL CASH ADVANCES
TOT AL COST OF ARRANGEMENTS
PRE-NEED POLICY PROCEEDS
BALANCE DUE
ACCEPT ANCE SIGNATURE ON FILE... Elavna Richards
RELA TIONSHIP OF SIGNER... Dauf!hter
STATEMENT TO HI!: SI!:NT TO: Mrs. Elavna Richards
212 Clover Lane
Palmvra, P A 17078
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DOllrli.'\1. Fulk F D ~l_ PFH\I:-:nR
$1184.00
$115.00
$30 00
$100.00
$25.00
$460.00
$150.00
$79.50
$1299.00
$844.50
$.2143....5.U
~$2064.15
$79.35
Thank you for pla~ing your trust in us. It is our sincere hope that all of the services and merchandise we
provided ucecded your expectations. For your convenience, payment may be made with cash, personal
~heck, MasterCard, Visa, Discover Card, estate dIeck, or limited insurance assignment.
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RECEIPT FOR PAYMENT
-------------------
-------------------
Cumberland County - Reqister Of Wills
Hanover and Hiqh Street
Carlisle, PA 17013
Recetpt Date 12/30/2002
Rece~pt Time 09:57:55
Recelpt No. 1031523
FUKO ANNA MAE
File Number 2002-01169
Remarks ELAYNA M RICHARDS
CW
------------------------ Distribution of Receipt ------------------------
Transaction Description Payment Amount Payee Name
PETITION FOR PROBA
SHORT CERTIFICATE
RENUNCIATION EXECU
EXTRA PAGES
JCP FEE
80.00
18.00
5.00
15.00
10.00
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
Check# 3881
Total Received.... .....
$128.00
$128.00
FROM:
BILL TO:
-.
Duane E. Herman, CPA
4999 Louise Drive, Suite 101
Mechanicsburg, PA 17055
Anna M F uko
c/o Elayna Richards, 212 Clover Lane
Palmyra, PA 17078
For the preparation of Pennsylvania individual income tax return for the year 2002.
Statement of Charges
Tax return preparation fee
Sub- ToIal
TOTAL
4/1/2003
50.00
50.00
50.00
/
I
CUMBERLAND LAW JOURL'\'AL
2 LIBERTY AVENUE
CARLISLE, P A 17013
FEBRUARY 7,2003
Cumberland Law Journal is published every Friday by the Cumberland County Bar
Association 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.
Michael H. Small, ESQUIRE
Anna Mae Fuko aka Anna M. Fuko, ESTATE
RE:
Lega] advertisements must be received by Friday Noon. All legal advertising must be
paid in advance. Make all checks payable to: Cumberland Law Joulllal.
---------------------------------------------------------------------
----------------------------------------------------------------------
Advertisement inserted on following dates:
JANUARY 24, 3], FEBRUARY 7, 2003
Advertising Cost
Proof of Publication
Second Proof Request
Payment received
Total Amount Due
Payment received
by
$ 75.00
$ 0.00
$ 0.00
$ 0.00
-------------
S 75.00
---------
---------
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
STATE OF PENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND :
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
V1Z:
JANUARY 24, 31, FEBRUARY 7, 2003
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter ofthe aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
Fuko, Anna Mae. alkla Anna M.
Fuko. dec'd.
Late of Carlisle.
Executrix: Elayna M. Richards.
212 Clover Lane, Palmyra, PA
17078.
Attorney: Michael H. SmaIl, Es~
quire. 201/203 South Railroad
Street, P.O. Box 113. Palmyra. PA
17078-0113.
SWORN TO AND SUBSCRIBED before me this
7 day of FEBRUARY. 2003
lj ,J. '!. t,
\::-.< L <- L'-.:, . ,//) lol;li', ,e',j
,~ptary, ' ""
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~ITTANCE ADDRESS GAL I BilL TO
. E SENTINEL - LE FARRELL & SMALL
R.O. BOX 130, CARLISLE, PA 17013
AD NUMBER I CLASS SALESPERSON BILLING DATE LINES
237241 10 PUBLIC NOTICES c31 01/31/03 29
AD DESCRIPTION START DATE SlOP DATE
ESTATE NOTICE NOTICE IS HEREBY GIVE 01/15/03 01/29/03
PUBLICA liON INSERTIONS RATE NET AMOUNT GROSS AMOUNT
3 THE SENTINEL - LEGAL 3 LGL 99.18
TOTAL AD CHARGE 99.18
3 2002 PROOF OF PUBLICATION 01PRF 6.35
DAYS RUN
PURCHASE ORDER PAY THIS AMOUNT 105.53 126.64*
Anna Mae Fuko
RETAIN THIS PORTION FOR YOUR RECORDS
. AFTER 0.3/02/03
MESSAGE:
Thank you for advertising with The Sentinel.
Deadlines for in-column legal advertisements: Monday is Friday at
11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon;
Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday
is Thursday at 12 Noon.
If you have any questions regarding your Legal bill please call
Lori Saylor 243-2611 ext. 201
Fax your legals to 243-3754, attention Lori Saylor
You can also EMAIL yourlegaltoClassifiedads:ads@cumber1ink.com.
Please send a cover letter including your name and address as an attachment
DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT
THE SENTINEL. LEGAL k
POBOX 130 CARLISLE PA 17013 Anna Mae Fu 0
. .
AD NUMBER CLASSO START DATE STOP DATE
237241 PUBLIC NOTICES 01/15/03 01/29/03
AD DESCRIPTION BILLING DATE TELEPHONE NUMBER
ESTATE NOTICE NOTICE IS HEREBY GIVE 01/31/03 717-838-1385
GROSS AMOUNT OF
126.64
DUE AFTER 03/02/03
TOTAL AMOUNT DUE
105.53
FARRELL & SMALL
201/203 SOUTH RAILROAD ST
POBOX 113
PALMYRA, PA 17078-0113
1",111",111",1",11"1,11"",,11,,,11,1,1,1
ENTER AMOUNT ENCLOSED
$105.53
20200000002372410000000000000001266400000105536
PROOF OF PUBLICATION
State of Pennsylvania,
County of Cumberland.
Lori Saylor, Classified Advertising Manager of THE SENTINEL,
of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of
general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th,
1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice
or publication attached hereto is exactly the same as was printed and published in the regular editions and
issues of THE SENTINEL on the following dates, viz
Copy of Notice of Publication
ESTATE NOTICE
Notice is hereby given tha~
letters Testamentary
on the' Estate of ANNA
MAE FUKO, alkJa
ANNA M. FUKO, late of
Carlisle. Cumberland
County, Pennsylvania,
deceased,have been
granted to the under-
signed Executrix~
All persons, therefore
indebted to said estate
are requested to make
immediate payment,
and those having just
claims. will please
present the same~. duly
authenticated, for settle.
ment, without delay.
Elayne M. Richards
212Ctover Lane
Palmyra, PA 17078
Executrix
Michael H. Small, Esquire
201/203 South Railroad
Street. P,O. Box 113
Palmyra, PA 17078-0113
Counsel
January 15,22 & 29,2003
Affiant further deposes that he is not interested in
the subject matter of the aforesaid notice or
advertisement, and that all allegations in the
foregoing statement as to time, place and character
of publication are true.
~A: ~b1-
January 29, 2003
Sworn to and subscribed before me this 29th
day of January, 2003.
~ ;t~IiC
My commission expires:
("--N;;,;!' Se~! ---1
t;\l13nay L- Meug':"f,. ~.:o,.ary P,.J'cj~: 1
("'c'rl;clp Gor(, Cu;,'):;erla:'YJ CaUrilY
.....fA ..;>_ _ _ ' _ '._ _, ,. _Y'
My Ccrrm;;;s~oq E)(plr8~~ Ji:r:8.:. c'.OI.,;:)
-.---.---
Meniber, Per nSY:'v:;:h3 !.,:;~;Y!::::tiOi1 cf r joL~rir:s
REV-1512 EX + (1.97)
COMMONWEALTH OF PENNSYLVANIA
lNHERl1 ANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
FUKO ANNA MAE
FILE NUMBER
21
02
1169
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
121.59
1.
PharMerica - Pharmacy/Medical bill
2.
United Church of Christ Homes/Sarah A Todd Memoriai Home - Balance due
3.058.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
3,179.59
6
Ji
i
iil
i
o
,~
~
~
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PHARMERICA
~JI.>
IIII
1871 Leflhand Circle
Longmont, CO 8050 I
ADDRESS SERVICE REQUESTED
3304 1 MB 0.309
ANNA FUKO
ClO Elayna Richards
212 Clover Lane
Palmyra PA 17078-3016
-
-
=
-
=
1,.,11111.111,.,'".11"1",'1,111111,.11,11,.,,,11,,1,1,1,,'1
January 07, 2003
The above account remains seriously past due. We bavc attempted to work witb you to bring this account current.
If we do Ol)t recri\'t a satisfactory response or pa)'ment in full b)' Jaml3T}' 21, 2003, 'we may he forced to
proceed with further collection activity and or discontinuation of pharmacy services.
If you have applied for Medicaid, please contact our office to provide us with an update on yonr Medicaid
eligibility,
To ensure tbat your payment is posted accurately, please return the bottom portion of this notice with your payment
in the enclosed envelope.
We offer you the option of paying by credit card or check by phone. If you choose to pay utilizing one of these
methods, please complete the back of this notice, and return in the enclosed envelope. Check by phone users must
also relurn a voided check.
This is an important maltcr. Please take care of it today. We can be reached at 800-352-9161.
Sincerely,
PharMerica
PLEASE RETURN BOTTOM PORTION WITH PAYMENT - Do not staple
-. - - - ~ - ~ - - - - - - . - - - - - - - - - - - - - - - - - .- - - - - - . - - - - - - - - - - - - - - - - . - - - - - - - - - - - . . . - - - - -
ANNA FUKO
C\O Elayna Richards
212 Clover lane
"' . . Palmyra PA 17078-3016
S,f:'~ ,.f: \}.~.::.
.~~', ':. --..
SARAH A. TODD MEMORIAL HOME
ANNA FUKO
5702.Q1.11747
I TOTAL AMOUNT DUE
$121.59
PHARMERICA
P.O, BOX 6413
CAROL STREAM IL 60197-6413
1.11"1'."."111,1,.1,.,',11",',,',,,11,,11,,,,11.,1'.1.1.,1
AMOUNT ENCLOSED
1$ 121.59
o Check iflhchack of this form has lx't:n cornpld('(
5702010101070407000121593
Statement
United Church of Christ Homes
Sarah A. Todd Memorial Home
1000 West South Street
Carlisle, PA 17013
Statement Date: 01/10/2003
Elayna Richards
212 Clover Lane
Palmyra, PA 17078
Due Date: 01/24/2003
Re: Anna M Fuko
Account Nr: 101320
--------------------------------------------------------------------------------
Date
Description
Days
Quant
Rate
Charges
Payments
Balance
--------------------------------------------------------------------------------
BALANCE FORWARD
3,058.00
3,058.00
NOTE:
Please remit by 1/24/2003,the Last amount printed on the stmt. Please
include Acct Nr. from statement on MEMO LINE of your check. payments
after 12/31/02 do not reflect on statement. Beginning 7/1/02 a $10
fee will be CHARGED for RETURNED Checks. MEDICAL ASSISTANT RESIDENTS,
PLEASE PROVIDE PROOF OF 2003 INCOME AND INSURANCE PREMIUMS ASAP.
.
REV"1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
FIIKO A ~NA MAE 21 02 ""0
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distMbutions, and transfers under
Sec9116(a){l.2)1
1. Penelope F. Munsch Daughter An equal 1/4 share of
1700 Pinetown Road Residuary Estate
Wellsville, PA 17365
2. Luana G. Rabbett Daughter An equal 1/4 share of
125 East Sl. Residuary Estate
Windsor, CT 06095
3. Elayna M. Richards Daughter An equal 1/4 share of
212 Clover Lane Residuary Estate
Palmyra, PA 17078
4. Priscilla L. Straka Daughter An equal 1/4 share of
1619 Teel Rd. Residuary Estate
Pen Argyl, PA 18072
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
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, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SMALL MICHAEL H ESQ
P O BOX 1 13
201 /203 SOUTH RAILROAD STREET
PALMYRA, PA 17078
ACN
ASSESSMENT
CONTROL
NUMBER
fold
ESTATE INFORMATION: SSN: 3~ ~-0~-6702
FILE NUMBER: 2102-1 169
DECEDENT NAME: FUKO ANNA MAE
DATE OF PAYMENT: 04/21 /2003
POSTMARK DATE: 04/18/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 10/24/2002
AMOUNT
101 ~ 5175.68
TOTAL AMOUNT PAID:
REMARKS: ELAYNA M RICHARDS
C/O MICHAEL H SMALL ESQUIRE
SEAL
CHECK# 10
INITIALS: CW
RECEIVED BY: DONNA M. OTTO
5175.68
DEPUTY REGISTER OF WILLS
REV-1162 E?;(11-96)
NO. CD 002471
REGISTER OF WILLS
V~
uK
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Anna Mae Fuko, a/k/a Anna M. Fuko
Date of Death: October 24, 2002
Wi 11 No . 2002-01169 Admi n . No .
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
tl~e 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: N/A
3. If the answer to No. 1 is Yes, state the followings
a. Did the personal representative file .a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did t:he personal representative state an
account informally to tt-e parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orpl~aris' Court and may be attached o this repor .
Date: 04/25/03 ~2
Signature
Michael H. Small, Esquire
Name (Please ty e or print
201 South Railroad ~treet, P.O. ~ox 113
Palmyra,PA 17078-0113
Address
( 717) 838-1385
Tel. No.
Capacity: Fersonal Representative
X __ Counsel for personal
representative
(MAH:rmt!AM3)
i,
\ ~~ ) ~
b• ~ ~/
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 260601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
f) l^ .. ~ ., ,-
~.._.
MICHAEL H SMALL ESQ
FARRELL B SMALL
PO BOX 113
PALMYRA PA 1.7078
REV-3547 IX AFP CO1 -03)
DATE 06-16-2003
ESTATE OF FUKO ANNA M
DATE OF DEATH 10-24-2002
FILE NUMBER 21 02-1169
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
csrerF nF FUKO ANNA M FILE N0. 21 02-1169 ACN 101 DATE 06-16-2003
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1) .00 NOTE: To insure proper
(2) .00 credit to your account,
(3) ,QQ submit the upper portion
C4) ,00 of this form with your
C5) 48,878.46 tax payment.
(6) .00
(7) .00
($) 48,878.46
APPROVED DEDUCTIONS AND EXEMPTIONS: 4,952.88
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.17 9.59
(11) 8.132.47
11. Total Deductions 40,745.99
12. Net Value of Tax Return (12) .00
13 Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13)
. 40,745.99
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
(15) .00 X 00 = .00
(16) 40 , 745.99 X 045 . 1 , 833.57
(ln • 00 X 12 .00
c18) .00 X 15 .00
(ly)= 1,833.57
IAA I.RCLl IJ'
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-21-2003 CD002073 82.89 1,575.00
04-18-2003 CD002471 .00 175.68
TOTAL TAX CREDIT 1,833.57
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TDTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1962 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. C72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
REFUND (CR): A refund of a taz credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6Y.) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1987 9Y. .000247 1999 7Y. .000192
1983 16% .000436 1988-1991 11% .000301 2000 8Y. .000219
1984 11% .000301 1992 9% .000247 2001 9Y. .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU?[BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.