HomeMy WebLinkAbout04-05-06
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT 21 05
___~_ _ COUNTY CORL-__ YEAR __
-TSOCIAL SECURITY-NUMBER
178-16..2749
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
''___~~~ISBURG. PA ~2~6~___.,
" DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
\ Foust, Loyall
\ DATE OF DEATH (MM-DD-YEAR)
FILE NUMBER
00901
__ NUMB~_
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy 01 Trust)
10. Spousal Poverty Credit (date of death between
DATE OF BIRTH (MM-DD-YEAR)
06/23/1921
09/21/2005
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_~,_~ . . .' . . .. ." '.. . . .. ". ..... .....1 II> .. ... 12-31-91 and.I-1-9S)
(THIS SECTION MUST BE COMPLETED.A\,.L CORRESPONDENCE ANDCONFIDENTIAL''-AX1NFORMATION SHOULD BE DIRE~T.E[)TO:
NAME -- -" -.. I COMPLETE MAILING ADDRESS -
"~~;~~~ ~~~;:~:E~qUi;e - - _ _II ~~~,te~11 ?;81~oad
TELEPHONE NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL)
UTI
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6. Decedent Died Testate (Attach copy 0
01 Will)
Litigation Proceeds Received 0
2. Supplemental Return
717/249-7717
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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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)
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)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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3. Remainder Return (dale 01 dealh prior 10 12-13-82)
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)
I
(1 ) 98,000.00 I
(2) None
-~-_._._~-
(3) None
-----
(4) None
(5) 1,000.00
--
(6) 12,376.72
(7) None
(8)
'111,376.72
(9)
(10)
12,508.67
--
389.42
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
x .00
15.Amount of Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
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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
98,478.63 x .045
x .12
x .15
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
20. ~
>> BE. SURE TO ANSWER ALLQUESTIONS ON REVE'!SE SIDE AND RECHE~K MATH ~___
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
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D,ecedent's Complete Address:
STREET ADDRESS
940 Walnut Bottom Road
~ --_.--
CITY
-. ---~--
I STATE PA
-.1,:----.-
i ZIP 17013
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
4,431.54
4,349.00
221. 5 8
Total Credits (A + 8 + C)
(2)
4,570.58
--.. ---
3. Interest/Penalty if applicable
D. Interest
E. Penalty
(3) 0.00
----- -----~
(4) 139.04
.-- ---
(5) --~.---
(SA) ------ ----
(58) 0.00
Total Interest/Penalty (D + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.................................................................................. 0 ~
b. retain the right to designate who shall use the property transferred or its income;.................................... 0 I
c. retain a reversionary interest; or.................................................................................................................. 0
d. receive the promise for life of either payments, benefits or care?............................................................. D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?........................................ .............................................................................. 0
D
D
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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?.....................................................................................................................
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 thaI 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. Declaration of
preparer other than the personal representative is based on ~informationof which pre parer has any knowledge'----_ __ ___ _ ._____ _
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
~an?)2~(~ ___.__t~riYjl~~~gtrf?Q~._._ .....___ __ _ _._I-fL~/.J)6.
SIGNATURE OF PERSO~SPONSIBLE F ADDRESS DATE
i./
ADDRESS
DATE
2100 Longs Gem Road
Carlisle, PA 17013
LfJ Lf 06
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 parent, 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. 39116 (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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SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I
_---L...-....____~_._
ESTATE OF
Foust, Loyal I
FILE NUMBER
21 - 05 - 00901
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a wilfing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
VALUE AT DATE OF
DEATH
----
98,000.00
ITEM
NUMBER
1
DESCRIPTION
27 East Louther Street, Carlisle, P A 17013 - per attached Appraisal Report
TOTAL (Also enter on Line 1, Recapitulation)
98,000.00
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Foust, Loyal I
I FILE NUMBER
21 - 05 - 00901
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
VALUE AT DATE OF
DEATH
1,000.00
DESCRIPTION
Miscellaneous Personal Property - Household Goods and Clothing
TOTAL (Also enter on Line 5, Recapitulation)
1,000.00
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
____ L__
ESTATE OF
Foust, Loyal I
FILE NUMBER
21-05-00901
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A Nancy C. Lozier
52 Wilson Street
Carlisle, PA 17013
Daughter
JOINTLY OWNED PROPERTY:
-- ---,--- ~ -~ -------, -- -- - - ~ - --- ---- r---- --- ------- -----,----- ------- --
'I LETTER I DATE I D~SC~IP:"IO~ <?F PROPERTY II I % OF I DATE OF DEATH
ITEM FOR JOINT. MADE IlnCI~d~ n~me l?f ~lnanclal institution and bank,a?count number DATE OF DEATH I DECD'S I VALUE OF
NUMBER TENANT i JOINT or similar Identifying number. Attach deed for Jomtly-held real i VALUE OF ASSET1NTERESTI DECEDENT'S INTEREST
lestate. i I 1--
-----1-- ---+-=-- ----- -- -- -- --------- ---- -1- ----- ---- -T-----1---- ---~------
A 10/1 0/20021 Wachovia Bank N.A. - Checking Account I 1,802.07! 50%1 901.04
1#1014]92263106 " I
I I I
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110/10/2002 Wachovia Bank N.A. - Savings Account 5,514.911 50%1
[ #3014192263450 I I
I
50%1
1
50%:
2
A
2,757.46
3
A
108/28/1964 M&T Bank - Checking Account #33879095
02/23/1993 ! M&T Bank - Certificate of Deposit
i #031003914447882
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2,435.421
I
1,217.71
4
A
15,001.021
7,500.51
TOTAL (Also enter on line 6, Recapitulation)
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12,376.72
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATlVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FIL-E NUMBER
. 21 - 05 - 00901
ESTATE OF
Foust, Loyal 1
Debts of decedent must be reported on Schedule I.
.. -f AM~UN~=__
8,709.00
ITEM
NUMBER
A.
DESCRIPTION
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home, Inc.
2 George's Flowers
3 Mary Beth - ManorCare Hairdresser
4 Lydia Hazlett - Catering Funeral Luncheon
5 Butcher Baker - Food Funeral Luncheon
6 Rillo's - Compensation for Minister
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
127.70
50.00
275.00
45.00
180.00
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State _ Zip
2.
Attorney's Fees
Stephen L. Bloom, Attorney and Counsellor at Law
2,382.94
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
State
Zip
4.
Probate Fees
Cumberland County - Register of Wills
252.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
The Sentinel - Publication of Legal Notices
137.03
2
Cumberland Law Journal - Publication of Legal Notices
75.00
,
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Total of Continuation Schedule(s)
275.00
----t- --
TOTAL (Also enter on line 9, Recapitulation) I
12,508.67
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Schedule H
FLJ1eI'aI Expel ases &
Administrative Costs cootinued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
- -- -- ~ -~-' --- - ----_.- ---- ---- --_.-- -- --..--,- - ------ - ----- ----
FILE NUMBER
21-05-00901
~ -- -- ~ ._--'~- --- -~~ -- -- - - - - - --- .--..- ----
ESTATE OF
Foust, Loyal I
-- ------- .~---_._~-_._._------_.~- -- - --
3
Diversified Appraisal Services - Real Property Appraisal
275.00
____ __1_ _ _______ _ ___ _____ --- ----- -
Page 2 of Schedule H
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SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
ESTATE OF
-- -- ..._-'---- --,---._' ._-~ --~ ..- -- -~_. - --'- ---- -- --- --- -~- -..- -----
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Foust, Loyal I
I FILE NUMBER
21 - 05 - 00901
----------- ~-.- .--' ..-.-- --..--- ------- ---- ~-_. ----- ------ -~._._. .---.-- ~--- --' -.-'--..---- ----
Include unreimbursed medical expenses.
ITEM
NUMBER
1
--",--- --,----' _.._'-'--- ._------- -- -- --~ ._- ~-- ----- ---- --.----.-- ---',-..- -
DESCRIPTION
Neighbor Care Pharmaceuticals - Medications
2
Neighbor Care Pharmaceuticals - Medications
3
Neighbor Care Pharmaceuticals - Medications
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
283.81
65.35
40.26
389.42
REV-1513 EX+ (9-00)
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SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-- --- -- --- ----. -~-- ._-~ ---'-
---.----_._--- --..-
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FILE NUMBER
2 I - 05 - 0090 I
ESTATE OF
Foust, Loyal I
RELATIONSHIP TO------r- ------ ---
AMOUNT OR SHARE
DECEDENT OF ESTATE
__.J101\1oUist Txustee(s)..-_ _______
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I.
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Nancy C. Lozier
52 Wilson Street
Carlisle, PAl 70 13
Entire Estate 100.00
II.
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i Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet I
\ NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
I BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
LAST WILL AND TESTAMENT
L LOYAL I. FOUST, of Carlisle Borough, Cumberland County, Pennsylvania, being of
sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will
and Testament, hereby revoking any and all former Wills or Codicils by me made.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all
inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and as part
of the administration of my estate. My personal representative shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other
property not passing under this Will.
2.
I give, devise and bequeath all of my estate, both real and personal property, unto my
daughter, NANCY C. LOZIER, absclutely.
3.
In the event my said daughter shall predecease or fail to survive me, then I give, devise and
bequeath all of my estate, both real and personal property, unto my grandson, COURTENAY Q.
LONG.
4.
I nominate. constitute and appoint my said daughter. NANCY C. LOZIER, as Executrix of
my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint my
said grandson, COURTENAY Q. LONG, as Executor of my estate.
5.
I direct that my personal representative shall not be required to file a bond to secure the
faithful performance of his or her duties in any jurisdiction.
Page 1 of 3 Pages
L./~ r;
L.I.F.
6.
I authorize and empower my personal representative, in his or her sole and absolute
discretion. to purchase or otherwise acquire and retain any investments of which I die seized or any
real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of
or grant options in regard to any or all property of any kind forming a part of my estate for such
terms and such prices as he or she may deem advisable; to borrow money for any purposes connected
with the protection and preservation of my estate; to mortgage or pledge any real or personal property
forming a part of my estate or to join in or secure the partition of same; to compromise any claims or
demands of my estate against others or of others against my estate; to make distribution in kind and
to cause any share to be composed of cash, property or undivided fractional shares in property
different in kind from any other share; to employ agents, attorneys and proxies and to delegate to
them such power as my personal representative considers desirable and to pay reasonable
compensation for such services as may be rendered by such agents, attorneys and proxies; and to
execute and deliver such instruments as may be necessary to carry out any of these powers. In
addition, I direct that my personal representative shall have the power to conduct an inventory of any
safe deposit box necessary to the administration of my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this I st day of ApriL 2004.
,f~kJ'~'L::-
. L / al I. Foust
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and
for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed
our names as witnesses thereto. in the presence of the said Testatrix and of each other.
_~16- Gr~
Page 2 of 3 Pages
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
L LOYAL 1. FOUST, 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.
~ '. 'i
~~~<,/ JI, ~
Loydll. Foust
Sworn or affirmed to and acknowledged before me by LOYAL I. FOUST, the Testatrix, this
1 Sl day of April. 2004.
COMMONWEALTH OF PENNSYLVANIA
)
: SS.
)
Notarial Seal
Sharon E. Bloom. Notary Public
North Middleton Twp., Cumberland County
My Commission Expires August 5, 2006
Member. Pennsylvania Association Of Notaries
COUNTY OF CUMBERLAND
We. S~I\ L .bloDfY') and ~~f'\ L. tkr-
the witnesses whose ames are sIgned to the attached or foregomg mstrument, bemg duly qualIfied
according to law, do depose and say that we were present and saw LOYAL I. FOUST, the Testatrix,
sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the
Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each ofus,
in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our
knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no
constraint or undue influence.
_ --K2 ~
Address ;)100 ~""1.s 0c.,uI2ao-J
~c.J( :1' (~ PA 171) I'X
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dress / Cj Sf} * no / c, Rd
. CtiJ- 11..( I" PA /70/3
Sworn or affirmed to and subscribed before ({JiS 1 st day of April, 2004.
1tlM1'zLL~
Notary u he
Notarial Seal
Sharon E. Bloom, Notary Public
C:\Officc DOCllmenls\Office - Estate Planning\IOI1\9.2will.doc North Middleton Twp., Cumberland County
My Commission Expires August 5, 2006
Page 3 of 3 Pages Member. Pennsylvan/a Associalion OfNolaries
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APPRAISAL REPORT
27 EAST LOUTHER STREET
CARLmLE, PENNSYLVANIA
PREPARED FOR
THE ESTATE OF LOYAL I. FOUST
BY
LARRY E. FOOTE
DIVERSIFIED APPRAISAL SERVICES
35 EAST HIGH STREET, SUITE 101
CARLISLE, PENNSYLVANIA
17013-3052
(717) 249-2758
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SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
LOCATION: 27 East Louther Street
Carlisle, Pennsylvania
TAX PARCEL NUMBER: 02-21-0320-031
IMPROVEMENTS: Two-story beauty shop and dwelling.
PROPERTY RIGHTS: Fee simple interest.
OWNERSHIP IllSTORY: The subject property is owned by Loyal 1. Foust. There
have been no sales of the subject during the past three
years.
SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the
subject's area, an inspection of the subject property, an
estimation of the property's highest and best use,
consideration of all three approaches to value, and the
application of those relevant to the valuation of the
subject.
OBJECTIVE: To estimate the market value of the subject property as
unencumbered.
EFFECTIVE DATE: September 21, 2005.
IllGHEST AND BEST USE: Continued use as a beauty shop and residence.
COST APPROACH: N.A.
SALES APPROACH: $98,000
INCOME APPROACH: N.A.
FINAL VALUE CONCLUSION: $98,000
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APPRAISAL CERTIFICATION
I hereby certify that upon application for valuation by:
THE ESTATE OF LOYAL 1. FOUST
the undersigned personally inspected the following described property:
All that certain piece or parcel of land, with the improvements thereon erected, situate
in Carlisle, Cumberland County, Pennsylvania, bounded and described as follows:
Bounded on the North by the property now or formerly of Harry Newsham; on the East
by property formerly of William C. Shapley; on the South by East Louther Street, having a
frontage of 17 feet, more or less, on East Louther Street and a depth of 120 feet, more or less.
To the best of my knowledge and belief the statements contained in this report are true
and correct, and that neither the employment to make this appraisal nor the compensation is
contingent upon the value reported, and that in my opinion the Market Value as of, 2005 is:
NINETY~EIGHT THOUSAND DOLLARS
$98,000
The property was appraised as a whole, subject to the contingent and limiting conditions
outlined herein.
~
Larry . Foote
Certified General Appraiser
GA~00014~L
3
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WACHOVIA
Referencc ID: 1414159
Wachovia Bank N.A.
Balance Confirmation Services
POBox 40028
Roanoke, VA 24022-7313
November 15, 2005
STEPHEN L BLOOM
ATTORNEY AT LAW
2100 LONGS GAP ROAD
CARLISLE, P A 17013
SUBJECT: Verification I Confirmation of Account and Balance Information provided for:
Customer: LOYAL I FOUST (SSN# 178-16-2749)
Date of Death: September 21, 2005
Deposit Account Information
Account
Type
Account
Number
Date of Death
Balance
Average
Balance.
Date
Opened
Maturity Interest Accrued YTD Date
Date Rate Interest Interest Paid Closed
CHECKING
LEGAL TITLE: LOYAL 1 FOUST
NANCY C LOZIER
1014192263106
S 1,802.07
I 0120/ I 997
$0.04
$1.28
OUR RECORDS SHOW THIS ACCOUNT HAS BEEN JOINT AS FAR BACK AS 10/10/02
SA VINGS
LEGAl. TITLE: LOYAl. 1 FOUST
NANCY C LOZIER
3014192263450
$5,514.91
10/1/1997
$0.18
$7.11
OUR RECORDS SHOW THIS ACCOUNT HAS BEEN JOINT AS FAR BACK AS 10/10/02
· Due to system limitations, we can only provide a twelve month average balance on depository accounts.
No Safe Deposit Box found for customer.
alance does not include accrued interest.
'-
f death balance does not include any transactions that were
Phone: (540)563-7323
abs; ag
r!:1 M&fBank
499 Mitchell Road. Millsboro. DE 19%6 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
November 15,2005
Stephen L Bloom
Attorney and Counselor at Law
2100 Longs Gap Road
Carlisle, Pennsylvania 17013
Re: Estate of Lovall Foust
Social Securitv: 178-16-2749
Date of Death: Sevtember 21. 2005
Dear Sir or Madam:
Per your inquiry dated November 03, 2005, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1.
Type of Account
Checking Account
Account Number
33879095
Ownership (Names of)
Loyal I Foust, Nancy C Lozier *
Opening Date
08/28/64
Balance on Date of Death
$2,435.06
Accrued Interest
$ 0.36
Total
$2,435.42
Interest Paid YTD
$ 4.79 (Accrued interest is not included)
2.
Type of Account
Certificate of Deposit
Account Number
03/003914447882
Ownership (Names of)
Loyal I Foust. Nancy C Lozier *
Opening Date
02/23/93
Balance on Date of Death
$14,874.59
Accrued Interest
$ 126.43
Total
$15,001.02
Interest Paid YTD
-------- -..-----_.._----------------------------
$ 492.85 (Accrued interest is not included)
Please be advised, there was no safe deposit box found for the above decedent. * For further account information,
regarding ownership, closures and/or reimbursement of funds, etc., please call the Carlisle West Office # 717-240-
6717.
Sincerely,
;t(?z ;?:;C7~/~<?
Nancy Clagett
Records Management
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LOYAL FOUST 08-64 313
NANCY C. lOZIER P _ J"
27 e. L.OUTHER STREET DAno(ll~ \.~ > or
~ ~CARlJS~' PA~'70'3 I . __ __ _
i rA"rTOnn: ~ . _I. /1 ~ I $ ~1 :
ORDCR OF LH'XL {( ./ f; h <: I ~ ({ 0(.. 0: 00
~ ~ Hi ~ .l.VJ(dJ /Jd ';f.t.~1.l~'1iJ'lr ..' (1M:) ~#"~r..(,ARS frJ ~~=
~ DDA-Cnl'S p: 33879095 $:!7~ . co
: fI~~ lt338,)
. ~-~
MEMO
Pl'~e~Ltu_J!!
~3B?qOqS~~~B~tOO~2~OOt
I:03~102q5SI:
Posting Date 2005 Sep 28
Research Seq # 5243298073
Account # 33879095
Check/Store # 3380
DB/CR DB
Dollar Amount $275.00
Bank # 096
Branch # 06128
Deposit Acct # 1014344020
Page 1 of 1
I C1J:-~b {)
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STEPHENL. BLOOM
ATTORNEY ..\ND COlTNSELLOR AT LAW
\\' W \\' P 1<,\ (' T 1 (' ;\ L (' () II N S E Leo M
.' I C J L l l '- ( , ., (; .\ I' K. , I ..\ 1 \
c: :\ J{ I I S I. F, P I. '- " ., Y I \.\ " 1:\ I 7 0 1 .l
SI'.I ll(l\I(i~I'fI,.\1 111..\1 "'1 '-SEL C(l\!
Invoice submitted to
Foust, Loyal!. Estate
52 Wilson Street
Carlisle, PA 17013
Nancy C. Lozier, Executrix
November 03, 2005
In Reference To Estate Administration - Initial Interim Statement
Invoice #1658
Professional Services
10/4/2005 Preliminary review of documents and information and preparations for
probate; Conference with Executrix re same; Preparation of Petition for
Probate and Grant of Letters Testamentary, Oath of Personal
Representative, Decree of Probate and Grant of Letters, Estate
Information Document and Exhibits; Telephone conferences with Real
Estate Appraiser
10/11/2005 Administrative and estate matters
10/12/2005 Final preparation and appearance at Register of Wills for presentation
of Petition for Probate
10/13/2005 Review and file documents
10/14/2005 Review and file Letters Testamentary and Short Certificates/Receipt for
Payment from Register of Wills; Review and file Real Property
Appraisal; Correspondence
10/25/2005 Administrative and estate matters
11/3/2005 Administrative and estate matters; Prepare required Legal Notices for
publication; Correspondence with Cumberland Law Journal and
Sentinel re same; Prepare required Notice of Beneficial Interest in
Estate under Rule 5.7; Prepare required Certification of Notice under
Rule 5.6(A); Appearance at Register of Wills for filing of same;
Correspondence with M& T Bank; Correspondence with Wachovia
T I. 1 ,. I' Ill) '- I. - 1 - .' -+ I) ~ - i -
F ,\ ( . S I \1 I I I 7 I 7 . .' -+ ') . ~ ~ =; -.
T () II F I{ II. S 7 '7 - =; -+ s . ') I, :: .'
H rs/Rate
Amount
2.61
200.00/hr
52206
0.17 3333
200.00/hr
0.17 33.33
200 OO/hr
0.17 33.33
200.00/hr
0.33 66.61
200.00/hr
0.06 12.61
200.00/hr
1.88 376.33
200.00/hr
PRACTICAl. COUNSEL + CHRISTIAN PERSPECTIVE
Foust. Loyal I. Estate
Bank; Correspondence with Department of Public Welfare, Estate
Recovery Section; Correspondence with Executrix
F or professional services rendered
10/4/2005 Payment - thank you
Total payments and adjustments
Balance due
PAYABLE UPON RECEIPT - THANK YOU
PRACTICAl. C:OU;\jSEL + CHRISTIAN PERSPECTIVE
Page
2
Hrs/Rate
Amount
5.39
$1,07760
($1.00000)
($1,00000)
$77.60
STEPHENL. BLOOM
ATTORNEY AND COUNSELLOR AT LAW
WWW PRACTICAl-COUNSEl. COM
2 1 0 0 L 0 1'..: G S G ^ pRo :\ D
C..\I\I.ISIE, PE:-';"SYI.Vi\"rA 17013
S B 1.11l)M@PR^c'r!e:\IeOt'NSEL.eOM
Invoice submitted to:
Foust, Loyal!. Estate
52 Wilson Street
Carlisle, PA 17013
Nancy C. Lozier, Executrix
April 04,2006
In Reference To: Estate Administration - Final Statement
Invoice #1725
Professional Services
11/28/2005 Review account valuation documentation from M&T Bank; Review
correspondence
12/21/2005 Administrative and estate matters; Inheritance tax estimate
calculations; Telephone conferences with client
1/24/2006 Telephone consultation with client
2/3/2006 Administrative and estate matters
2/10/2006 Review documents; Correspondence
4/3/2006 Administrative and estate accounting matters; Preparation of
Pennsylvania Inheritance Tax Return and Schedules; Tax Calculations
Reserve for final matters of Administration, including: Review,
execution and assembly of Inheritance Tax Return, Schedules and
Exhibits, and Inventory; Appearance at Register of Wills for filing of
same; Correspondence with Department of Revenue re status of same
(Notice of Appraisement); Preparation and execution of Deed of
Conveyance and Realty Transfer Tax Statement; Appearance at
Recorder of Deeds for recordation of same; Preparation and filing of
final Notice of Status of Administration; Appearance at Register of Wills
for filing of same
For professional services rendered
T II I. I' II ( 1 "I 7 l 7 2 4 l) 7 7 1 7
F ..\ C S 1 .\1 I I I. 7 1 7 - 2 4 l) - 7 7 =, 7
TOLL FREE 877-S4R.')(,02
Hrs/Rate Amount
0.11 21.78
200.00/hr
0.66 131.39
200.00/hr
0.10 20.00
200.00/hr
0.18 36.56
200.00/hr
0.33 6667
200.00/hr
1.48 295.61
200.00/hr
3.67 733.33
200.00/hr
6.53
$1,305.34
PRACTICAL COUNSEL + CHRISTIAN PERSPECTIVE
Foust, Loyal!. Estate
Previous balance
11/28/2005 Payment - thank you
Total payments and adjustments
Balance due
PAYABLE UPON RECEIPT - THANK YOU
P RAe TIC 1\ L C () U N S E L + C H R 1ST I A N PER S P E c: T I V E
Page
2
Amount
$77.60
($1,077.60)
($1,077.60)
$305.34
. ..'
RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Receipt Date:
Receipt Time:
Receipt No.:
10/12/2005
16:20:06
1042187
FOUST LOYAL I
Estate File No. :
Paid By Remarks:
2005-00901
NANCY
JA
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST
WILL
AUTOMATION FEE
SHORT CERTIFICATE
JCP FEE
Check# 3388
Total Received.........
210.00
15.00
5.00
12.00
10.00
----------------
$252.00
$252.00
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
."... . n.... I nl~ rv~ "V,,, ruJ'( T VUJ'( Kt:\..UKU::>
. ..'
REMITTANCE ADDR~S I BILL TO
THE SENTINEL - LEGAL ATTORNEY AT LAW STEPHEN L. BLOJ
I/. O. BOX 13 0, CARLISLE, PA 17013
AD NUMBER I CLASS SALESPERSON BILLING DATE LINES
296687 10 PUBLIC NOTICES wolfe 11/23/05 36 * 2
AD DESCRIPTION sTART DATE STOP DATE
NOTICE LETTERS OF TESTAMENTARY ON 11/05/05 11/19/05
PUBLICATION INSERTIONS RATE NET AMOUNT GROSS AMOUNT
3 THE SENTINEL - LEGAL 3 LGL 130.68
TOTAL AD CHARGE 130.68
3 PROOF OF PUBLICATION 01PRF 6.35
DA YS RUN
PURCHASE ORDER PAY THIS AMOUNT 137.03 164.44*
Est.Lo alFoust\
M
y
* AFTER 12/23/05
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 eall
Tammy Shoemaker 243-2611, ext 203.
Fax your legals to 243-3754, attention Tammy Shoemaker
You can also EMAIL your legal to Classified ads: elassified@eumberlink.eom
Please send a cover letter including your name and address as an attachment
. ... t .
., ,
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
November 25, 2005
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:
Stephen L. Bloom, ESQUIRE
RE:
Loyal!. Foust, ESTATE
Legal advertisements must be received by Friday Noon. All legal ad~ertising must be
paid in advance. Make all checks payable to: Cumberland Law J oumal.
Advertisement inserted on following dates:
November 11, 18,25,2005
Advertising Cost
Proof of Publication
Second Proof Request
Payment Received
Total Amount Due
Payment received November 7. 2005
by Becky H. Morgenthal/Executive Director
$ 75.00
$ 0.00
$ 0.00
$ 75.00
-------------
$ .00
. ... .
,\ ,
Diversified Aopraisal Services
Real Estate Appraisers and Consultants
INVOICE
35 East High Street
Suite 101
Carlisle, Pennsylvania 17013-3052
DATE: October 12, 2005
Tel: 717.249.2758
Fax: 717.258.4701
TO: The Estate of Loyal I. Foust
AMOUNT: $275.00
FOR: Appraisal Report
27 E. Louther Street
Carlisle, Pennsylvania
Thank You,
TERMS: Due upon receipt
~
Larry E. Foote
Certified Geneml Appraiser
GA-OOOO 14-L
Tax ill Number 206-36-6731
. .... .
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3379
Check 13379 Paid :09/29/2005
120.00
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33113
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Check 13383 Paid :10/06/2005
1000.00
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Check 13385 Paid :10/11/2005
22.85
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Check '3387 Paid :10/17/2005
283.81
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t "~H::~~:f o.n,.,l /~~ila-
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13389 Paid :10/19/2005
25.67
*
ACCOUNT
PAG
000000033879095
3 OF
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Check '3381 Paid :10/05/2005
40.26
LO'tAl.POUILT .... """'.... 3384
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12.52
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Check 13386 Paid :10/17/2005
50.00
*
LO.AL FQUaf ..J I:H ;,.., 1. 1 "i1P- 3 38 B
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Check 13388 Paid :10/14/2005
252.00
LOYAl. FCRIST ....
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Check 13390 Paid :10/20/2005
45.52
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Check 13382 Paid :11/10/2005
75.00
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Check '3395 Paid :11/07/2005
47.70
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72.08
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65.33
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68.17
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413.97
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Check 13400 Paid :11/18/2005
90.00
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672.98
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Check '3404 Paid :11/29/2005
1071.60
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Check 13406 Paid :12/14/2005
693.79
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42.40
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107.82
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Check 13405 Paid :12/05/200S
275.00
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525.00
Check '3409 Paid: 12/14/2005
180.00
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