HomeMy WebLinkAbout01-0986
PETITION FOR GRANT OF LETTERS
Estate of William G. Foster
No.
21-01-986
also known as
William G. Foster
, Deceased
Social Security No. 160-28-7639
Janice A. Foster
Petitioner(s), who is/are 18 years of age or older, apply)ies) for:
(COMPLETE "A" OR "B" BELOW:)
Gl
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix
Decedent, dated 08/15/2000 and codicil(s) dated
named in the Last Will of the
Slate relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
o
B. Grant of Letters of Administration
(c.I.a., d.b.n.c.l.a.: pendente lite, durante absentia; durante minorilate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name
Relationship
Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at 26 West Main Street, Shiremanstown, PA 17011
(list street, number and municipality)
Decedent, then 67 years of age, died August 31 ,2000 ,at Harrisburg Hospital, Harrisburg, PA
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property ......................................... $
(if not domiciled in PA Personal property in Pennsylvania .................... $
(if not domiciled in PA Personal property in County.............................. $
Value of real estate in Pennsylvania ........................................................................................ $
Total ..................................................................................................................... $
17,000.00
17,000.00
Real Estate situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Typed or printed name and residence
Janice A. Foster
26 West Main Street
Shiremanstown PA 17011
/7- /'7- /
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and 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
Decedent, Petitioner(s) will well and truly administecpestat;/JafJ1;fJ!::.'
Sworn to and affirmed and subscribed J M~IZ
before me this 25th day of
OCTOBER
~'7?f'(" ;;:-.Jft J.4(
Estate of William G Foster
DECREE OF REGISTER
Deceased
21-01-986
also known as
No.
Social Security No: 160-28-7639 Date of Death: 08/31/2000
AND NOW,_ ~NOVEMBER 6TH 2001, in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters /XI Testamentary 0 of Administration
are hereby granted to Janice A. Foster
((c.I.a., d.b.n.c.l.; pendente lite; durante absentia; durante minoriate)
in the above estate and that the instrument(s), if any, dated AUQust 15, 2000
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
FEES
Letters................................... .
Short Certificates(s) ..(~)..
Renunciation ..........................
Extra Pages (
) ...............
I.T.R.......................................
JCP Fee .................................
Inventory ................................
Other..................................... .
TOTAL .............................$
$
50.00
7~7 (J~ !;:i.~<~"~Av-Q-.y
eglster of s
$
$
$
$
$
$
$
$
6.00
9.00
Signature
5.00
Attorney: --L1} r ; e.J (~ t=:' l--{ t1 a.."
I.D.No: fJ;g()()-3
Address: f('-I~. S;/ Tf"')fYI~r; C,/1A-; ,,'IT 9
!1-ari'( ~ bU'fj i/A (?(oq
Telephone: /7/7) 5;'1/ - S ')-)n
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DATE FILED: /0 -~ to /
~~~~
70.00
HI05.905 REV.(09/00)
This is to certifY that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records In accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
~~s.~/<r.
Robert S.~erman, Jr., MPH
Secretary of Health
~)/~
Charles Hardester
State Registrar
1174715
No.
SEP 1 9 2000
Date
21-01-986
H105.143 Rev. 2187
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
TYPE/PAlNT
IN
PERMANENT
BLACK INK
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DECeDENTS USUAL OCCUFWlOH
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STAfE "1lE NUMBER
SOOAL SECURITY NUMBER
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COMPLE11ON OF CAUSE 0
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DATE OF INJURY
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INJURY fJ 'NORf(1 DESCRIBE HOW INJURY OCCURRED.
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CERTIFIER (Check oniv oneI
OCERTIFYWC PHYSICIAN (Ph'(SlClaf' ~ caused dNrh whef' ~ DhvSlCoarl has pt'ClnOlJA:ed dealtl ana comDleteCl""" 23)
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~MEOtCAL EXAMINER/CORONER
On the balal. of examin"lon and/or Investigation. in my Opinion, d..th occurred at the time, date, and pJace, and due to the clluse(s) and
rnan,ner.. .lated.. . . . . . . . . . . . . . . . . . . . . . . . , . _ . . . . .. ...,. _ . . . . . . . . . . , . . . , . . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . . , , _ . . .. . . .
3111.
REGlST
DATE FllED1""onIh_ 0...,.. .......,
34. :Se.
000
21-01-986
LAST WILL AND TESTAMENT
OF
WILLIAM G. FOSTER
I, WILLIAM G. FOSTER, of Shiremanstown, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last will and Testament, hereby revoking all other wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, unto my wife,
JANICE A. FOSTER, provided she survives me by sixty (60) days.
SECOND: Should my wife, JANICE A. FOSTER, predecease
me or die on or before the sixty-first (61st) day following my
death, I devise and bequeath all the rest, residue and remainder
of my estate of whatever nature and wherever situate, including
any property over which I hold power of appointment and together
with any insurance pOlicies thereon, as follows:
(A) One-third (1/3) thereof to my daughter, KATHERINE
F. SHOEMAKER, provided, however, that should she predecease me,
then to her issue per stirpes by representation, and if there be
a failure of same, then I give and bequeath her share to my son,
WILLIAM G. FOSTER, JR.
(B) One-third (1/3) thereof to my son, WILLIAM G.
FOSTER, JR., provided, however, that should he predecease me,
then to his issue per stirpes by representation, and if there be
a failure of same, then I give and bequeath his share to my
daughter, KATHERINE F. SHOEMAKER.
(C) One-third (1/3) thereof, in equal shares, to my
wife's brothers, ROBERT J. FERRANTI, RONALD J. FERRANTI and JAMES
FERRANTI, provided, however, that should ROBERT J. FERRANTI,
RONALD J. FERRANTI or JAMES FERRANTI predecease me, then to their
issue per stirpes by representation.
THIRD: In addition to all powers granted to them by
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1
law and by other prov1s1ons of this Will, 1 give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(e) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(1) To select a mode of payment under any qualified
2
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
FOURTH: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind whatsoever,
which may be payable by reason of my death, whether or not with
respect to property passing under this Will, shall be paid out of
the. principal of my residuary estate.
FIFTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
SIXTH: I nominate and appoint my wife, JANICE A.
FOSTER, Executrix of this, my Last will and Testament. In the
event of the death, resignation or inability to serve for any
reason whatsoever of the said JANICE A. FOSTER, I nominate and
appoint WILLIAM G. FOSTER, JR., Executor of this, my Last will
and Testament. I direct that my Executrix or Executor, as the
case may be, and their successors, shall not be required to post
security or a bond for the performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this 16- day of
(}N~ t 2000.
~~' ,
!~~;?!~~~~:::~~~ ~~~ -
~ ~. WILLIAM G. FOSTER
NOTARIAL SEAl
Jlu.: M. 8A1lEY. NotaIY PubIC
HaJTlsburg. DauphIn CounlY
My Commission Expires Sept 3. 2001
3
(SEAL)
Signed, sealed, published and declared by the above-
named Testator as and for his Last will and Testament in our
presence, who, at his request, in his presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Cv~)~. ~ ~,?fQ
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Address ~
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ach) being duly qualified according to
present and saw
REGISTER OF WILLS OF COU
OATH OF SUBSCRIBING WITNESS
''''''~,~ codicil
(each) a subscribing witness ~the will presented herewith,
'--,
law, depose(s) and say(s) that
the testat , sign the same and that
request of testat_ in h
other subscribing witness(es)). /
/
Sworn to or affirmed and subscribed b9<>'re
me this~y of
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signed as a witness at the
In the presence of each other) (in the presence of the
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(Name)
21-2001-0986
(Address)
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Register
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REGISTER OF WILLS OF ~j, COUNTY
OATH OF NON-SUBSCRIBING WITNESS
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(eac ~~-(each) being duly qualified ac or ng to.l~w, depose(s) and say(s) that
{j} f3 t~ familiar with the signature of <<i/ U 11114 (; RJSTEX.
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testat~ of (~<<~~ the ~ presented herewith and
__ codicil
that W.f-: believet the signature on th@s in the handwriting of
J!JLI LL j /I- Mr;. FiJ S 70<-
OU~ knowledge and belief.
Sworn to or affirmed and subscribed before
me this
J/J/IJ/f!E A- pO~7E
. ~
o ~jJiiS;
2 Sf! I E a ressi6[tt/ PI/17o II
JOAJJAJf\ s~ .
to the best of
, (Name) O. .
3S-02 ~~LY G1 '{YI(-ch'\ ltU lo!:D
(Address)
BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
, Deceased
No. 2001 00986
Date of Death 08/31/2000
Social Security No. 160287639
Estate of Foster, William G
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: Marielle F Hazen
I.D. No.: 68003
Janice A Foster
Address: 845 Sir Thomas Court Suite 12
Harrisburq
Telephone: 717-541-5550
Dated 11/22/02
PA 17109
Description
Vanguard Federal Money Market Fund
Account No. 9844458107
Custodian IRA, Estate is beneficiary
Value
17,783.97
~
Total
17,783.97
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Foster William G
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
08/31/2000 10/25/1932
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Foster Janice A
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lRJ 1. Original Return
o 4. Limited Estate
lRJ 6. DecedentDied Testate (Attach copy 01 Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date 01 death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy oITrust)
o 10. Spousal Poverty Credit (date 01 death between 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
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2 1 -01 0 9 8 6
""'C'Ou'N'rY'CoiiE -y~ - - NuMaER--
SOCIAL SECURITY NUMBER
1 60- 2 8 - 7 6 3 9
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date oldealh pnorlo 12-13-82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
COMPLETE MAILING ADDRESS
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NAME
Marielle F Hazen
FIRM NAME (If Applicable)
Jan L Brown & Associates
TELEPHONE NUMBER
717 -541-5550
Harrisbur
845 Sir Thomas Court Suite 12
PA 17109
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec.
8.97 X ~ (15)
X _(16)
X .12 (17)
X .15 (18)
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
19. Tax Due
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
OFFICIAL USE ONLY
17,783.97
~
17,783.97
16,788.97
0.00
(19)
0.00
Decedent's Com lete Address:
STREET ADDRESS
26 W Main Street
Shiremanstown Borou h
CITY
Shiremanstown
STATE
PA
ZIP
17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits (A + B + C) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( 0 + 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
0.00
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 IX]
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 IX]
c. retain a reversionary interest; or ...................................................................................................... 0 IX]
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 IX]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0 IX]
3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? ................. 0 IX]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 IX]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
It
PA
84 Sir Tliomas Court Suite 12
Harrisburq
PA 17109
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%
[72 P.S. 99116 (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. 99116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive p:::rent,
or a stepparent of the child is 0% [72 P.S. 99116(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. 99116(1.2) [72 P.S. 99116(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. 99116(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.
~._".,," '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Foster William G
FILE NUMBER
21 01
0986
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
Vanguard Federal Money Market Fund
Account No. 9844458107
Custodian IRA, Estate is beneficiary
VALUE AT DATE
OF DEATH
17,783.97
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
17 783.97
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Foster William G
FILE NUMBER
21
01
0986
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attomey Fees Jan L Brown & Associates 905.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills, Cumberland County 70.00
5. Accountanfs Fees
6. Tax Return Prepare(s Fees
7. Register of Wills, Inventory and Inh~ritance Tax Return filing fee 20.00
TOTAL (Also enter on line 9, Recapitulation) $ 995.00
(If more space is needed, insert additional sheets of the same size)
,,,,.,,,, '" <'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Fn~tAr
~
FILE NUMBER
?1 01
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
OARR
AMOUNT OR SHARE
OF ESTATE
NUMBER
I.
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Janice A Foster
26 W Main Street
Shiremanstown, PA 17011
spouse
100% residue
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 $
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21-01-986
LAST WILL AND TESTAMENT
OF
WILLIAM G. FOSTER
I,-WILLIAM G. FOSTER, of Shiremanstown, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, unto my wife,
JANICE A. FOSTER, provided she survives me by sixty (60) days.
SECOND: Should my wife, JANICE A. FOSTER, predecease
me or die on or before the sixty-first (6lst) day following my
death, I devise and bequeath all the rest, residue and remainder
of my estate of whatever nature and wherever situate, including
any property over which I hold power of appointment and together
with any insurance policies thereon, as follows:
(A) One-third (1/3) thereof to my daughter, KATHERINE
F. SHOEMAKER, provided, however, that should she predecease me,
then to her issue per stirpes by representation, and if there be
a failure of same, then I give and bequeath her share to my son,
WILLIAM G. FOSTER, JR.
(B) One-third (1/3) thereof to my son, WILLIAM G.
FOSTER, JR., provideQ, however, that should he predecease me,
then to his issue per stirpes by representation, and if there be
a failure of same, then I give and bequeath his share to my
daughter, KATHERINE F. SHOEMAKER.
(C) One-third (1/3) thereof, in equal shares, to my
wife's brothers, ROBERT J. FERRANTI, RONALD J. FERRANTI and JAMES
FERRANTI, provided, however, that should ROBERT J. FERRANTI,
RONALD J. FERRANTI or JAMES FERRANTI predecease me, then to their
issue per stirpes by representation.
THIRD: In addition to all powers granted to them by
i..,
I
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
FOURTH: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind whatsoever,
which may be payable by reason of my death, whether or not with
respect to property passing under this Will, shall be paid out of
the principal of my residuary estate.
FIFTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
SIXTH: I nominate and appoint my wife, JANICE A.
FOSTER, Executrix of this, my Last Will and Testament. In the
event of the death, resignation or inability to serve for any
reason whatsoever of the said JANICE A. FOSTER, I nominate and
appoint WILLIAM G. FOSTER, JR., Executor of this, my Last Will
and Testament. I direct that my Executrix or Executor, as the
case may be, and their successors, shall not be required to post
security or a bond for the performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last will and Testament, this 16- day of
/1,. t 2000.
l1IUf/uJ' .. .
~~1.~:'~~~~~F:~~~ ~~~-
j[~~' WILLIAM G. FOSTER
( SEAL)
NotARIAL SEAL
JIll M. BAl\.fY. Notary Pub\1t
Harrtsburg, DauphIn County
M'/ CommissIon Expires Sept 3. 2001
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JAN L. BROWN & ASSOCIATES
ATTORNEYS AND COUNSELORS AT LAW
OLOE ENGLISH GAP
845 SIR THOMAS COURT
SUITE 12
HARRISBURG, PA 17109
EMAIL: jlbassoc@ptd.net
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"CERTIFIED ELDER LAW ATTORNEY BY
THE NATIONAL ELDER LAW FOUNDATION
TELEPHONE (717) 541-5550
FACSIMILE (717) 541-9223
*AOMITTED IN PA AND DISTRICT OF COLUMBIA
JAN L. BROWN.
MARIELLE F. HAZEN""
November 27,2002
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
Re: Estate of William G. Foster
Social Security No. 160-28-7639
File No. 2001-00986
Gentlemen or Ladies:
Enclosed please find the following items for filing with the Register of Wills:
1. Inventory together with Check 2648 in the amount of $10 to cover the filing fee.
2. An original and one copy of the Inheritance Tax Return together with Check 2642 in the
amount of $10 to cover the filing fee. This is a spousal return.
Please time stamp and return our file copies of these documents. A return envelope is
provided.
If you have any questions, feel free to contact this office.
Sincerely,
~UJ2d~ t ~od
Brenda F. Kephart
Legal Assistant
bfk
Enclosure
cc: Janice A. Foster
f
---
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: WILLIAM G FOSTER
Date of Death: 08/31/2001
Estate No. 2001-00986
SSN: 160-28-7639
File No. 21-01-0986
Date Letters Granted: 11/06/2001
Will or Administration 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 12/04/2001
Name
Janice A Foster
Address
26 West Main Street
Shiremanstown
PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: 12/04/2001
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S,gnatllre #
Marielle F Hazen
Name (Please type or print)
Jan L Brown & Associates
Address
845 Sir Thomas Court. Suite 9
Capacity:
__ Personal Representative
X Counsel for Personal
Representative (V')
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Harrisburg
PA 17109
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Telephone No. 717-541-5550
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BUREAU OF INDIVIDUAL TAXES
'v INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FII-E NUMBER
- CoUNTY
ACN
01-28-2003
FOSTER
08-31-2000
21 01-0986
CUMBERLAND
101
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MARIELLE F HAZEN
JAN L BROWN 8 ASSOCS
845 SIR THOMAS CT 12
HBG PA 17109',
'*
REY-1547 EX AFP 100-OS>
WILLIAM
G
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
Oi)
(G)
(7)
.00
.00
.00
.00
17 J 783.97
.00
.00
(8)
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 ~
REV=i5'4j-EX-AFP-(cff':03Y-NO':ficE--OF-YNHEiiiTANCi-TAirA' PPRA-isEifENT-,--AL1-oWANci-oli------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FOSTER WILLIAM G FILE NO. 21 01-0986 ACN 101 DATE 01-28-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
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/Misc. Personal Property (Schedule E)
G. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitab1e/Governllenta1 Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines 14, 15 and/or 1&, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
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
NOTE:
(9)
(10)
995.00
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
17,783.97
991i 00
16,788.97
.00
16,788.97
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
.00
(11)
(12)
(13)
(14)
16,788.97 X
.00 X
.00 X
.00 X
(19)=
TAX CREDITS:
n.. "IOn I+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
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Name of Decedent: William G Foster
Date of Death: 08/31/2000
Will No. 2001-00986
Admin. No.
Pursuant to Rule 6. 12 of the Supreme Court Orphans I
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. 1 is Yes, state the following:
a.
account with the Court?
Did the personal representative file a final
Yes No
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' Court and may be attached to this report.
Date: / / I v% -v'
/
CJe.~1U~
Janice A Foster
Name (Please type or print)
26 W Main Street
Shiremanstown PA 17011
Address
( 717 ) 7634872
Tel. No .
Capacity :
X
Personal Representative
Counsel for personal
representative