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Home My WebLink About08-05-05 ~~I~NS Eckert Seamans Cherin & Mellott, LLC 213 Market Street - 8th Floor Harrisburg, PA 17101 TEL 717 237 6000 FAX 7172376019 www.eckertseamans.com Thomas P. Gacki 717.237.6093 tgacki@eckertseamans.com August 4, 2005 Glenda F. Strausbaug, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013-3387 Re: Estate of Edna Fasig File No. 21-05-00186 Dear Ms. Strausbaug: Enclosed for filing please find the original and two (2) copies of the Inheritance Tax Return in the above-referenced matter, along with check #316165 in the amount of $15.00 to cover the cost of filing same. Also enclosed is check # 1841 in the amount of One Hundred Thirty-four and 06/1 00 Dollars ($134.06) representing tax due on the above-referenced estate. Please date-stamp one (1) copy of the Return and return it to my office in the enclosed self-addressed, stamped envelope along with receipts for the tax payment and the filing fee. Thank you for your attention to this matter. Should you have any questions regarding the enclosed, please do not hesitate to contact me Very truly yours, \f(:rrQS p J4 G\C ~. is,!' ! Thomas P. Gacki C',) ,:'j ~!~ ''''1 ) I (..J;i TPG/kmo Enclosures cc: David G. Fasig (w/enc.) C:l _J !'r.oi9Vb(U'A H, P A H A R R I S BUR G, PAP H I LAD E L PHI A, P A B 0 S TON, MAW ASH I N G TON, D C W I L M I N G TON. D E MORGANTOWN, WV SOUTHPOINTE, PA ALCOA CENTER, PA <l . REV -1'" EX + (I...., . OFFICIAL USE ONLY REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 _ _Clll!NTYCODE 00186 NUMBER .... z w c w o w c COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 H~RRISllURG, PA 1712800601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Fasig, Edna DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 02/09/2005 10/11/1922 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) N/A, ~ 1. w .... 0 ,,:$Ul 4. O~" wQ.o ~ ",00 6. o~.J Q.Ol Q. 0 <( 9. o o 4a. o 7. o 10. Future Interest Compromise (date of death after 12-12-82) Decedent Maintained a Living Trust (Attach copy of Trust) Spousal Poverty Credit (date of death between 12-31-91 and 1-1 o 3. Remainder Retum (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes Original Return 2. Supplemental Return 05 YEAR SOCIAL SECURITY NUMBER 174-36-6930 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 11 . Election to tax under Sec. 9113(A) (Attach Sch 0) COMPLETE MAILING ADDRESS 213 Market Street 8th Floor Harrisburg, P A 17101 ') ,"'-:> l:.':) Limited Estate Decedent Died Testate (Attach copy of Will) Litigation Proceeds Received '.... UlZ Ww ~c ~z 00 Oil. THis SECtION MUST BE COIIIPI.ErJ;ii AME Thomas P. Gacki rIRMNAME(i;-~PPli";'bie) --- i Eckert, Seamans, Cherin & Mellott t..- --- ----------..- ~ELEPHONE NUMBER , 717/237-6093 (1 ) (2) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o ;:: ~ ::> .... ii: <( o w ~ 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) None None (3) None -) --:J _OJ I ; - 1 (4) None t- ,) I'll (5) 8,210.09 C) I' ---------- ------- _J (6) None --------- (7) 18,327.85 (8) 26,537.94 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (9) 2,364.82 -----------------. (10) 141.36 (11 ) 2,506.18 (12) 24,031. 76 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subjectto Tax (Line 12 minus Line 13) (13) (14) 24,031. 76 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under See, 9116(a)(1,2) ------------------ z 24,031. 76 .045 (16) 0 16.Amount of Line 14 taxable at lineal rate x ;:: --------------- <( .... ::> Q. 17.Amount of Line 14 taxable at sibling rate x .12 (17) :IE 0 ------ 0 ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) .... -- ------------------ 19. Tax Due (19) 1,081.43 20, 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1,081.43 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 110 November Drive, Apt 1 CITY Camp Hill 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 ) 1,081.43 900.00 ----- - ---------...--- 47.37 Total Credits (A + B + C) (2) 947.37 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPA YMENT (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (5B) 0.00 134.06 134.06 Make Check Payable to: REGISTER OF WILLS, AGENT 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death.?...... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?............................................................................................................... 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;............................................................................. ~ I ~: ~::::~ ~h~e~;~;i~~:~s:~~e~~s~~~. ~~~u. .~~~. ~~~. :.r~:.~~:. .tra.~.s.f~~~~.~. .~.~ .i.t~. ~~.~.~.~~ ;..............................~~::::::::::: ..:..... d. receive the promise for life of either payments, benefits or care?............................__............................ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................. --................................................................................. 0 o ~ ~ ~ o 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 pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Dedaration of p~~ai~f _otf:le~~_~n the perso~~l_~~P!!3_s~ntative is based on all_!~~oE!'~~~<;)_Q of which preparer has any_,kn~)'~~I~_______ _ ___ ___u_ __ __ ADDRESS 1941 Mountain Road Middletown, PA 17057 -- -- DATE _____1J I~~f DATE ADDRESS SIGNATURE OF PREPARER OTHER THAN R Tbomas P. Gacki '72- ADDRESS 213 Market Street 8th Floor Harrisburg, P A 1710 1 DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imoosed on thl> nl>t ,,~I, 00 ~'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 th \\ (") '" [72 P,S, 99116 (a) (1,1) (ii)]. The statutedoes not exemot a transfer to a Sl If\ , LJ of assets and filing a tax return are still applicable even if the surviving spc t"\ For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child t \""" r(\. . ",..,..--t- parent, an adoptive parent, or a stepparent of the child is 0% [72 P,S. 991 --.J { ~ l The tax rate imposed on the net value of transfers to or for the use of the ( 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. )f the surviving spouse is 0% ry requirements for disclosure ath to or for the use of a natural (cept as noted in 72 P,S, 99116 *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fasig, Edna SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 - 05 - 00186 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 DESCRIPTION NUMBER 1 PNC Checking 2 PNC Savings 3 State Pension payout 4 Personal Property 5 Newspaper Refund 6 Cable Refund 7 Return of Security Deposit VALUE AT DATE OF DEATH 1,993.15 5,516.41 100.00 450.00 9.60 40.93 100.00 TOTAL (Also enter on Line 5, Recapitulation) 8,210.09 '. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF ITEM NUMBER Fasig, Edna FILE NUMBER 21 - 05 - 00186 Include the name of the transferee, their relationship to decedent and the date of transfer. Attach a copy of the deed for real estate. Thi!i _schec.tuJel11lJ~_~_C:()I11~leted andf!l~ctif th~Jms~r~()any of questiol'l!i_t~!9_~h_~~1'1 J!llge 2is yes. DESCRIPTION OF PROPERTY DATE OF DEATH % 0\ EXCLUSION VALUE OF ASSET DECO S (IF APPLICABLE) INTEREST TAXABLE VALUE American Express Annuity (payable at death in equal shares to three children) 2 American Express Mutual Fund (payable at death in equal shares to three children) 12,960.45 100% 0.00 5,367.40 100% TOTAL (Also enter on line 7, Recapitulation) 12,960.45 5,367.40 18,327.85 ESTATE OF COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Fasig, Edna SCHEDULE H RJNERAL EXPENSES & ADI\IINISTRATIVE COSTS FILE NUMBER 21 - 05 - 00186 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: Auer Memorial Home--Cremation Fee 2 Obitual)' B. ADMINISTRA TIVE COSTS: Personal Representative's Commissions 1. DESCRIPTION AMOUNT 85.00 112.00 Social Security Number(s) I EIN Number of Personal Representative(s): 2. Street Address City Year(s) Commission paid Attorney's Fees Eckert Seamans State Zip 1,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Cumberland County Register 4. State Zip 87.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 PPL Bill 14.04 2 Apartment Rent for March, 2005 373.50 Total of Continuation Schedule(s) 193.28 TOTAL (Also enter on line 9, Recapitulation) 2,364.82 ESTATE OF 3 4 5 6 7 8 *' Schedule H Funeral Expenses & AIirinisbative Cos1s continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Fasig, Edna PPL Bill Verizon bill Gas Bill Gas Bill Stamps Bank Service Charges FILE NUMBER 21 - 05 - 00186 Page 2 of Schedule H 10.14 4.97 46.73 86.64 14.80 30.00 '* COMMONINEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fasig, Edna Include unreimbursed medical expenses. ITEM NUMBER I Pulmonary Critical Care 2 Pulmonary Critical Care 3 Moffit Heart and Vascular 4 Quantum Imaging SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS DESCRIPTION FILE NUMBER 21-05-00186 TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 38.16 27.31 71.84 4.05 141.36 REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONVVEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fasig, Edna FILE NUMBER 21 - 05 - 00186 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT _ _ _ _ 00 Not Ust Trustee(s) AMOUNT OR SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) David G. Fasig 1941 Mountain Road Middletown, P A 17057 Son 1/3 residue, 1/3 Amex accounts, misc personalty 3 Susan Pennington ,3816 Candle Light Drive I Camp Hill, PA 17011 Daughter 1/3 residue, 1/3 Amex laccounts, misc Ipersonalty I 1/3 residue, 1/3 Amex iaccounts, misc Ipersonalty 2 Sara Derr 248 Indian Creek Drive Mechanicsburg, PA 17050 Daughter 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE1r LAST WILL AND TESTAMENT OF EDNA FASIG I, EDNA FASIG, of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and hereby revoke all prior wills and codicils made by me. FIRST: I direct that all my just debts and funer- al expenses be paid out of my estate as soon as practicable after my death. SECOND: All the rest, residue and remainder of my estate, of whatever nature and wherever situate, I give, devise and bequeath in the following manner: 1. I give devise and bequeath all of the money in my checking account and certificate of deposit to my son, David G. Fasig, presently of Middletown and my daughters Sara J. Derr, presently of Mechanicsburg M EP and Susan fro Sellers, presently of Mechanicsburg, to be divided among them in equal shares, share and share alike. 2. I give, devise and bequeath my grandmother clock and Craftmatic Beds to my daughter, Susan M. Sellers. 3. I give, devise and bequeath my dining room set with hutch to my son, David G. Fasig. 4. I give, devise and bequeath my reclining chair, roll top desk, milk glass dishes and bedroom vanity to my daughter, Sara J. Derr. 5. It is my expressed desire to keep within the family chain, my diamond ring (value $2,000). Therefore, at the time of my death, I wish the ring to go to my daugh- ter, Sara J. Derr, with the proviso that at her death, the ring be willed to my granddaughter, Salena Erin Derr, presently of Mechanicsburg. Should my daughter, Sara J. Derr predecease my granddaughter, Salena Erin Derr, the ring is to go directly to Salena. It is hoped that should Salena have a daughter, that the ring be passed to her. 6. I give, devise and bequeath all of my remaining household goods and personal effects to my three chil- dren and my grandchildren, in equal shares, share and ~ z o ~ share alike, particular items to be allocated among 2 them as they decide, or if they cannot, as my personal representative shall determine. THIRD: If any of my children shall have prede- ceased me, the share that otherwise would be distributed to the predeceased child of mine shall pass instead to the issue of the predeceased child who survive me, per stirpes and not per capita. FOURTH: If a child of mine predeceases me leaving no issue or if no issue of such child survive me, the share which would be otherwise distributed to such child or such child's issue shall instead be distributed to my surviving children, in equal shares, share and share alike. FIFTH: I nominate, constitute and appoint my son, David J. Fasig, as the Executor of this my Will. Should he be unwilling to serve or should he be unable to serve for any reason, then I nominate, constitute and appoint June Fasig as Executrix of this my Will. SIXTH: I confer on my Executor and successor Executrix in addition to those powers granted by law, the following powers to be exercised in a prudent manner and applicable to all property constituting a part of my Estate: 3 ~ z o ~ A. Power to Invest: To retain and to invest in all forms of real and personal property, regardless of any limitations imposed by law on investments by fiduciar- ies, to exercise all the rights ordinarily belonging to the owner of or investor in such property, to register investments in the name of a nominee and to keep such property in such good order and repair as they deem expedient. B. Power to Sell, Lease, Mortgage, etc. To sell at public or private sale, to exchange, to mortgage, to lease or to extinguish any mortgage, lease or loan for any period or periods of time, to repair, alter and improve any real or personal property upon such terms as to cash, credit or options as they in their sole discretion may deem appropriate and to do all things necessary or ordinary in achieving these ends, without liability on the part of any third party to see to the application of the funds given therefor. C. Power to Borrow, Pledge and Compromise. To borrow money from any source or sources, to pledge any assets as security therefor and to compromise claims. D. Power re Administrative Expenses. To treat adminis- trative expenses either as income tax or as estate tax deductions, without regard to whether the expenses were paid from principal or income, and without requiring reimbursement. 4 ~ z o ~ II I I E. Power to Distribute, Allocate and Value. To make distributions in cash or in kind or partly in each, to allocate property to persons entitled thereto and to fix the value of property. SEVENTH: My Executor, his successors, or any other fiduciary named, constituted or appointed in this my Will or during the administration of my estate, shall be excused from posting bond in all jurisdictions regardless of any law or rule of court to the contrary. EIGHTH: All gifts of any kind herein made shall be delivered directly to the beneficiaries free from antici- pation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. Such gifts shall not be subject to the assignment or antici- pation or pledge by the beneficiary, or to execution, attach- ment, or any other process for the enforcement of judgments or claims of any sort against them. I' NINTH: If my estate has insufficient assets to pay all of the gifts provided for in this will so that it is necessary to abate the gifts herein, I direct that my Execu- tor abate the gifts in a pro rata manner. I I I I I .1 II 5 SIGNED, SEALED, PUBLISHED and DECLARED by the above- named Testatrix, EDNA FASIG, as and for her Last will and Testament, in the sight and presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, all being present at the same time have hereunto set our hands as witnesses. Name ,f~t1/ jl/L;;residing at II /2v~ ~ Name 1f;.. (? ~ Residing at ~__~ o? d Name'/. 4L()) 0, 9- ~.,u Residing at (~Lt~a.Ml1, , PA 7 COMMONWEALTH OF PENNSYLVANIA COUNTY OF .'-...:...._~)t7U.p/;'f. 17 SS I, EDNA FASIG, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly: and that I signed it as my free and voluntary act for the purposes therein expressed. ;:r~ Fc~~ EDNA FASIG Sworn or affirmed to and acknowledged before me, by EDNA F.A,SIG, the Tes~7tr.~x, /.. rr:J /} this;,l day of t {i 1/ ' /I L " ./ / / /1, / 1/ / ,.....-,__'/ , J l~",.,' I, ./ ) / l.1w ....1 / / <h-6'~14:2_ Notary Publi1c / . / "'MY-C'<S'~lission Expires: , 1992. (SEAL) DalOlWf:.o= &r1WlJ: MY~~'tI99$ 8 COMMONWEALTH OF PENNSYLVANIA - ') "~., COUNTY OF ,_fllf//)'r'f We, flPN/i/r-J r-\. tf~~~~, MLJvJ6.J f! /~ and Laura, A - ~/tf/~_ , the witnesses whose names : S8 are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix, EDNA J. FASIG, sign and exe- cute the instrument as her Last Will; that she signed will- ingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as wit- nesses; and that to the best of our knowledge the Testatrix, was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. iP~~/U Ii ~€/ , , ~ ' ,~ if: ;.J:s:;( dO-4')<>- r). /<J"-AA- Sworn or affirmed to and subscribed to before me by ~ , 1 ~J;' - /; /0 j;l;, 'c,j/ '____...)jO/71JL '-1. ~__j /;,;tJp 1!1:,(/n/J!7' 1t"J/ fL-. I I I , and IJ - ;f~ij1e- , witnesses this tl,nc! day , 1992. , / ,~.~~ / I, (. ~ ".;L...--" / of I' /i / ! I //' , './ If II / iv tlJ;' /- . L~ I Notary ~ublic f My Commission Expires: // T~""l:.) 9 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005655 GACKI THOMAS P 21 3 MARKET STREET 8TH FLOOR HARRISBURG, PA 17101 ACN ASSESSMENT AMOUNT CONTROL NUMBER n____n fold ---------- -------- 101 I $134.06 ESTATE INFORMATION: SSN: 174-36-6930 I FILE NUMBER: 2105-0186 I DECEDENT NAME: FASIG EDNA I DATE OF PAYMENT: 08/05/2005 I POSTMARK DATE: 08/04/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 02/09/2005 I I TOTAL AMOUNT PAID: $134.06 REMARKS: CHECK# 1841 , INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS