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Home My WebLink About09-27-06 --: .. , -.J 15056051047 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes . PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFAClAL USE ONLY County Code Year File Number Date of Birth Decedent's Last Name Suffix Decedent's First Name MI (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW .. 1. Original Return c:::> 2. Supplemental Return c:::> 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c:::> 4. Limited Estate c:::> - c:::> 4a. Future Interest Compromise (date of death after 12-12-82) c:::> 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c:::> 10. Spousal Poverty Credit (date of death c:::> 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received () 8. Total Number of Safe Deposit Boxes c:::> N Correspondent's a-mail address: be/ijJrJ~rCS @ epix. nt,f Under penalties of perjury, 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. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN E 0 PE 0 SPO FOR FILING RETURN D TE tl. ()~ ADDRESS N€D E. /)ETr~ J 2.'" HIlLS IDE 1ht., MECHANICS B uA.tT,,c7A- 17IJS.$" DATE .?;~ ~b ~ CUJt(SF~ AU)., MECHANICSSUJIlG." "If /7oSS- PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051047 15056051047 -.J .-J REV-1500 EX Decedent's Name: RECAPITULATION 15056052048 1. Real estate (Schedule A). .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation. Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . ., 5. 6. Jointly Owned Property (Schedule F) c::;:) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c::;:) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. Decedent's Social Security Number 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) ........................13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers unda Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O qS 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . '.' . . . . . . . . . . . . . . . . . . 19. t SEE SEfJ. r;f~ C',4t.e. A1fIO apl.I'III SH~ET /f Tr.IIMEP.. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052048 Side 2 ~ 15056052048 --1 REV-1tSOO EX PagQ 3 Decedent's Complete Address: DECEDENT'S NAME File Number 21-t:J' -Zf~ F~YE-r{A [--------- ----------------- ----.-------------------- ---------------- STREET ADDRESS _ __n_______{~ f"__fI IUSI'?E ..P.~' ,________ u_____~_____ At /)Err~ ~-- ----- ------------------------------ CITY /J/ECH AA/ ICS e uli(;.. ----------iSTATE- //;..---~---~ZIP 17~Sr------- Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) to o -_._------~-----_._--- -_._----~_...._- () ~------~------ -----~-~._-_...._-- p Total Credits (A + B + C ) (2) o 3. Interest/Penalty if applicable D. Interest E. Penalty o ---IX ------ ____________u______ Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) t) o 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) () 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (58) () A. Enter the interest on the tax due. o 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;.......................................................................................... D IKI b. retain the right to designate who shall use the property transferred or its income; ............................................ D ~ c. retain a reversionary interest; or.......................................................................................................................... D ~ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [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 zero (0) percent [72 PS. 99116 (a) (1.1) (ii)l. 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 zero (0) percent [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 four and one-half (4.5) percent, 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 twelve (12) percent [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. ~-S-Z;?e lJ~r~~ E'"A--r~-rr/l- .N: e2/-~~--Z:2~ _!_C!Ate,,_&B~r_ _~,' Z!fx&!~p~Zl~t1I4(EAJ~ c;t! _ _ _!_~8" e..... ... ...L:~(1',.,. ~_ _ .~~c:-~ __ -=-~_~~~ S. 90 __~___________~______+__.._Z?t~~ .._. ~11{12"fE__~/!{R~tfT__. #Hr~(A_i)14~_X__<~ _EI(~~_._ '~~I?t~________ _____~____~_.___.m__~_____ -..~__n--'-"-"1 _. ._________ ____ ________J___~H!L __ _~t:!t.~J).__ti_f!.()__<;,T$ -=_ ___ ~ ~,,?_?~ ,,_t~_ I ; ==_ . u----J~~ 8/MN7/bd OF ;?~tMliF ~~(~~~:~~;~;;~;:-. I ~ .I~.n. .u_n_ . --./L ~.E 7. 71......... n.+ _n....._........ _ . . m_.._nn..__n__...~.t. 3 ",j._J:j i - ------ ---- - - ..,---- - - - 7----.-------------~.------ --.- ------.-.---- .----.-.----.---. ..--------- -..--.-.--- -.-- ----.------------------ ---- --------------. - --- .--- ___n_____ ---.-. -- -.------ __n____________.._____1-. ......_.__l,.__.J6.ILL3_.____&!~____._Z~~__ ?lt~~'Jt__~/J1.__1!~_€__n9.€7/~_._____. -n--.-u-lLEtf.f.~""'-4-~?.€~~--. _.____... ___u_ =::-m-~~:=:_===t~~:=:=:::~:~~=~::~z:~i-:=-=--.. i .-- . ---- ~-.-.---.--- __ L?!!:r.~'l~'_ ...~__/3~~EI(!.{;f-~r .',1(I!!J>i>E??;:::-~. $'tJ?~f€_4:~__~__~._ -- - -..-----1- -- "",;.".".", .. COMMONWEALTH OF PENNSYLVANIA 'NH~~~i~~~i ;:tE:~~RN PERSONAL PROPERTY ESTATE OF "DE {7Cie., FA--Y € rrA AI. SCHEDULE E CASH, BANK DEPOSITS, & MISC. FILE NUMBER ;2,/- ~ -Z?6 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 cPnveA\ience. SUltP,'t Ae.e,o~nt Jt 770 ()fD~ 3 S'f J Arne.n'CD.17 ae.ntA'A-I (~e Y'4/lUl-h(;11 Ie,lnr as 41 tJl,f)~ r/. kb?lek/. AIs, s~e jJ/'PP! d/~ 11~ j,y ckeK 1# nra-{f1~er.; ~1 HDItlI!. a1fa.dte,j ) VALUE AT DATE OF DEATH 11 '1 i Is, o~. 90 TOTAL (Also enter on line 5, Recapitulation) $ ~ ~ () 3 9 tP (If more space is needed, insert additional sheets of the same size) ~ 'ie> ~ AMERICAN I GENERAL 3668 American General Center PO Box 305032 Nashville, TN 37230-5032 May 31,2006 Ned E. Detter 1246 Hillside Dr Mechanicsburg, PA 17055 Dear Mr. Detter: In reference to your request, our records indicate that Convenience Benefit Account #770065354 was opened in the name of Fayetta N Detter on August 5, 1993. The balance at the time of her death was $4,603.90. If we can be of ..any further assistance, please let us know. Sincerely, Lynn Dawson, AC8, AIM Claims Analyst MC 3668 rmI AMERICAN GENERAL American General Life and Accident Insurance Company Contact Disbursements - 3665 P O. Box 305032 Nashville, TN 37230-5032 September 6, 2005 NED DETTER 1246 HILLSIDE DR MECHANICSBURG, PA 17055-9711 Customer: Fayetta N. Detter Customer 10 Number: 770065354 We acknowledge receipt of the information you submitted. The documents showed there was an outstanding funeral bill for $9,904.70. The balance of the Ms. Detter's account on the close date was $4,636.47. A check has been issued to Malpezzi Funeral Home for $4,636.47 on September 2,2005. If you have any questions, please contact us at 1-800-888-2402. Contact Disbursements Telephone Number (800) 888-2402 Fax Number (615) 749-1859 u Jp c z. -:z. ;= . /d 7J23/~5 .'J. :!. 7 7 i 6 .3 . . ./ t 3t i tj'7 c.K 9jit Jo~ A'7I<t/~~C'il-"'" .-7~ C;'e -n efL4J- q 1/ t-/, / 0 { <10 ~. 7~ (..; I '-I ' . 1 American General Life & Ace Ins. Co. P.O. Box 305032 Nashville, TN 37230-5032 - AMERICAN GENERAL FAYETTA N DETTER 1246 HILLSIDE DR MECHANICSBURG Page 1 PA 17055-9711 111I11I'1111I11111.1111.1.1.1..1'11111.1111.11.1111.1111I11111 770065354 PRIMARY ACCOUNT NUMBER 9/2/2005 STATEMENT CLOSING DATE TAX ID NO: 170-30-3291 CONVENIENCE BENEFIT ACCOUNT NO. 770065354 BALANCE LAST STATEMEN'l' 4,627.07 NO. I 1 1 CREDITS TOTAL AMOUNT 9.40 CHECKS AND DEBITS NO. I TOTAL,Al~OUNT 11 4,636.47 BALANCE THIS STATEMENT 0.00 ACCOUNT TRANSACTIONS DATE.......... . AMOUNT... ......... .BALANCE.. . DESCRIPTION 09/02 9.40 4,636.47 CREDIT-INTEREST 09/02 4,636.47- 0.00 DEBIT-CUST REQ CLOSE RATE HISTORY DATE. . . . . . . . . . . . RATE 08/11 3.220% DATE............ RATE DATE............ RATE ****** CURRENT INTEREST RATE ****** INTEREST CREDITED YEAR-TO-DATE 3.220% ****** 88.54 ****** ********** E}ID OF STATEMENT ********** C~S~ 9/~/rJ5 /feL/eI NOTICE: See reverse side for reconciliation of this statement and important information. 777-77 . ..v.,,,,,,,,," '* COMMONWEALTH OF PENNS) I.VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF 'DE T7Gte, oZ.l-() , - ::2?6 PAYElIA- Ai. FILE NUMBER 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 RELATIONSHIP TO DECEDENT ADDRESS A. RODNEY E: l)ET-n:7l B. c. a.jD IJED E. O€T71E'1e I ~y I:. HILL.SI!>E" ~~. n1IFCHItNIc.sBfAJ(!.(;." tJA 170SS &/11 JOINTLY -OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real eslale. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. S /13"~ MfT I3ItNK I CSl.1IF. of DE1''' oS ,.,.. ~ ,. # 0;31 DD3 9/'1- 945" o~1f .:1.., () J S', $1 ~~ J, 007. 7'1 (S8F vA/II,A 1"/f)~ L.E T12:f7t A -rr,;fc.HGD) TOTAL. (Also enter on line 6, Recapitulation) $ 1,007.7' (If more soace is needed. insert additional sheets of the same size) _. .* ... 2- ~ ~~. ...---- -------. f;! M&TBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 May 17, 2006 Mr. Ned E Detter, Executor Estate of: Fayetta N Detter 1246 Hillside Drive Mechanicsburg, Pennsylvania 17055-9711 Re: Est~t~.QfLFalletta N Detter Social Securitll Number: 170-30-3291 Date of Death: June 27. 2005 Dear Sir or Madam: Per your inquiry dated May 12, 2006, 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 28271351 Ownership (Names oj) Fayetta N Detter * Ned E Detter '" Opening Date 09/28/68 $12,426.02 Balance on Date of Death Accrued Interest $ 0.36 Total $12,426.38 2. Type of Account Certificate of Deposit Account Number 031003914465024 Ownership (Names of) Fayetta N Detter * Rodney E Detter * Opening Date 08/13/94 Balance on Date of Death $2,000.00 Accrued Interest $ 15.57 .......h ........___........................ . ... .,....... . ...... . Total $2,015.57 ,. .. .~ ... 3. Type of Account IRA Account Number 035004201727574 Ownership (Names oj) Fayetta N Detter * Ned E Detter, Beneficiary * Opening Date 08/08/84 . $9,025.63 $ 47.48 .. $9; '073 jj" ..., ..... '.... ..-...' ---.... ..,. ...-om --.. --- ..--.. ................ Balance on Date of Death Accrued Interest Total * For further account information, regarding ownership, closures and I or reimbursement of funds, etc., please contact the Spring Garden Office at # 717-240-4525. M & T Bank DOD Unit / Records Management '" . '~ ""~""'("" ' ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF bEi'-r-reJ() F.lfye:- I'TA- AI.. FILE NUMBER ;2,J-t')fD - 2. 96 This schedule must be completed and filed if the answer to any of Questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INClUDE THE NAME OF THE TRANSFEREE. THEIR RElATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST 'IF APPliCABLE \ NUMBER 1. tYl+T t3A/lJK zlt.A- ~r..JI. 03$ ~t:>tf 201 1- ~ 'II 073./1 I ()O '0 -0- ~ ()7.3./1 I ;l. 7 574- l3eneJ,'ct'().I'Y: Spif)U~, #UJI' E. /)e,T/v- (SU n/IfA:~/fJl1 Ie-Tle/ p~dtb:I '" sdu/ r-) f. - ~. .fA-tVu~ XA,4 ACer. .:#" /'11 39' 575" 8' ",5Zt.9i fo()lP -0- 2, szZJI3' I5t1Jehc/Qf,: 5pt1~/ &/ E. /)e#i!r (~vllllA4hD~ lelter IfI'iJ~h,-tI nt-re,16) '1 St ~. {'I/)Et.rry /NJJ/;,S, /JIA=lViS UA-# 31, 521.1' /()ot -0- 31/ S2/.IJ' ,).A-~-1'f3()fl i?J2.tlth'c,'a,.y : S{J()UfL-/ AletI Ii: 4#-er (See YI/IU'~"" j,liu I!I'~) If. S{)~E/lFIGAI 6ANK ;z/U -# /t>S BIZ /3'9' Su,eh'c.;a.I" : Sd'I!)U~J /V'uI k. Mr- (se.e v'a-/"UJ,/-."'l'I fe..1Iu- affacItU) ~ 3,lflr. .27 IO()&' -0- i-3,lIlr,. Z 1 s; WAeHPJI/If ZM eu,J,'cilLr!J : SpDtA~, Ak.e:/ E: bellu (~#I/1I46~h /ezfer Qf("ckt/) ~ 'I., 1t:t $. ao !Obh, -0- ~ 'I, 79 S.3o TOTAL (Also enter on line 7, Recapitulation) $ 5/, '3 9 ? 7 P<. (If more space is needed, insert additional sheets of the same size) ~ ,.....------ /1 qfj)JANUS '"~, >-~7:tf.;::':f(;R~' May 26, 2006 NED E. DETTER 1246 HILLSIDE DR MECHANICSBURG PA 17055-9711 REFERENCE: 01688555 JANUS OL YMPUS FUND ACCOUNT NUMBER 1993965758 STATE STREET BK & TR CO CUST IRA AIC FAYETTA N DETTER .. Dear Sir or Madam: Thank you for doing business with Janus. Please accept this letter as confirmation of the beneficiary designation(s) on the above- referenced account. PrimarY Beneficiarv: I Name: Ned E. Detter 96 of Account: 100 Secondarv Beneficiary: Name: Rodney E. Detter 96 of Account: 100 Date 6/27/05 FundI Account Number 56/1993965758 Transaction Balance Share Price $28.68 Dollar Amount $2,522~~!L The account referenced above is registered as a Traditional IRA. We appreciate the opportunity to be of service. If we can be of additional assistance, please visit us online at janus.com or give us a call. Sincerely, Norman Harris Investor Services ~. ~. 11 "fltllJl(1J! May 30, 2006 Ned E Detter 1246 Hillside Dr Mechanicsburg P A 17055-9711 Dear Ned E Detter: We are responding to your request for information about Fayetta Detter's account with Fidelity. The table below lists the account holdings and values as of 06/27/2005. Fidelity account 2AB-143081: FA YETTA N DETTER - TRADITIONAL IRA Security Description CUSIP Quantity Unit Value Market Value Spartan 500 Index 315912204 199.642 $82.16 .. $16,402.59 Fidelity Cash Reserves 316067107 15118.470 $1.00 $15,118.47 Total Value $31,521.06 The table below shows the accrued unpaid dividends from 6/1/2005 through 6/27/2005 Security Description Fidelity Cash Reserves Dividends $30.87 We hope this information is helpful. For questions concerning account holdings or instructions on how to transfer the ownership of the accounts, please call our Inheritor Services Group at 800-544-0003 between 8:00 A.M. and 6:30 P.M. Eastern time Monday through Friday or visit our website at www.fidelity.com. Sincerel y, Fidelity Investments Our file: W013380-25MA Y06 Brokerage Services provided by Fidelity Brokerage Sor"je':ls LLC Member j,NSE, SII'C Clearing, custody, (Ind settlement serVic:G5 by l-lational Financial Servic..,s Ll.C Iviernbel NYSE, SIPC n^ 0"_.. 7-,nArd r:~.~.;~.""....~.; r\t.J At:;'177 ni'l....V" .. .~ ~ 7-0 Court Ordered Processing / MA 1 MB302-1 0 P.O. Box 841005 Boston, MA 02284 May 31, 2006 Ned E. Detter 1246 Hillside Drive Mechanicsburg, P A 17055 RE: Estate of Fayetta N. Detter Date of Death: 6/27/05 .. Dear Mr. Detter: Per your request, enclosed please fmd the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. Very truly yours, . ~~ .Or.cOmfM.L~:O Laurie DiGiandomenico DAG Team Leader (617) 533-1789 Enclosures Sovereign Bank F ayetta N. Detter 170-30-3291 June 27, 2005 ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Account #: 1058121896 Type: In the name of: Fayetta N. Detter Date of Death Balance: Int.(YTD) from 1/1/2005 to Accrued interest to date of death: Other Info: Beneficiary: Ned E. Detter IRA Open date: 12/26/1990 $3,466.90 6/27/2005 $19.37 $0.00 3, 'IU,,9p f If.. 37 3~ 'I ~ ',"2. 7 r Page 1 of 1 '.- ~:t'~ WACHOVIA Wachovia Securities, LLC Retail Investment Group NC1164 401 South Tryon Street Charlotte, NC 28288 ~, June 26, 2006 Ned E. Detter 1246 Hillside Dr. Mechanicsburg, P A 17055 RE: Mrs. Fayetta N. Detter .. Dear Mr. Detter: Thank you for contacting Wachovia Securities regarding the account(s) of Mrs. Fayetta N. Detter. Attached is the information regarding the date of death valuation you requested. If you should have any questions regarding this matter or if you need further assistance, please contact an Estate Processing Specialist at 866-874-2717, 8 a.m. to 6 p.m., Monday through Friday. Sincerely, ~%y~ Richard H. Shinn Estate Processing Specialist Wachovia Securities, LLC Securities and Insurance Products: Not Insured By FDIC Or Any MAY LOSE VALUE Not A Deposit Of Or Guaranteed By Federal Government A enc A Bank Or An Bank Affiliate Brokerage services offered through Wachovia Securities, LLC, a registered broker-dealer and a separate, non-bank affiliate ofWachovia Corporation. Member NYSE and SIPC. IRDQA.rtf 828552130 8124268 257410063752745 . ... ,~CHOVIA :Retirement Statement ACCOUNT STATEMEI 1/01/2005 thru 6/27/2005 1! 1,"111"111111111.1..1.1...1.11 BRK 075 2 000 XXXXX3291 XXXXXX3291 FAYETTA N DETTER 1246 HILLSIDE DR MECHANICSBURG PA 17055 ... For Customer Service Call: (800) 669-2136 Or write to: WACHOVIA BANK, N.A. 401 SOUTH TRYON STREET CHARLOTTE, NC 28288-1164 Plan Overview - IRA Retirement Plan ID: XXXXXX3291 Participant's date of birth: 08/08/1937 Taxpayer ID: XXX-XX-3291 Bank Tax ID: 561354525 Asset & Earnings Summary Market value 1101/2005 Market value 6/27/2005 Percent of assets Earnings paid" this period Earnings paid" this year Type of asset Time Deposits Brokerage Account Stocks Bonds' Mutual Funds Total $ 4,777.72 $ 4,795.30 100.00% $ 17.58 "Earnings are shown to help track how your IRA is performing. You are not required to report these as taxable earnings on your tax return. Tax Information: Contributions & Distributions $ 4,777.72 $ 4,795.30 100.00% $ 17.58 $ 17.58 $ 17.58 Contributions For tax year 2004 For tax year 2005 Rollover Deposits ... $ 0.00 $ 0.00 $ 0.00 2005 Distributions Amount (gross) Federal tax withheld Net amount $ 0.00 $ 0.00 $ 0.00 STILL SAVING? WE ARE PLEASED TO OFFER ENVISION(SM) - A WAY TO WORK WITH YOUR FINANCIAL ADVISOR THAT STARTS WITH YOUR LIFE AND PLANS YOUR MONEY AROUND IT. TO LEARN MORE, CONTACT YOUR FINANCIAL ADVISOR TODAY. WACI'IOVIA BANK. N.A. page 1 of ;-r,fD~e ,~ ~.~-,p' r~lfo,f: ;! . 6~?'~ o'::!'~!l- ;;'-' 'r;;'~tb "0'.. O~ &"'~~ ) ::J i- 0 ~ IIJ ~!? II> /] .1&.7"A jCHO~7T A "'! :Jib'" ~~ ~o ~~ t'~.L-sJ ' ~ -L..t-S... 1t1Ll.Q. ...:Jij' """'o~' ~~l e}. .ir~ Retirement Statement '<:~ ACCOUNT STATEME 1/01i2005 thru 6/27/2005 FA YETTA N DETTER Taxpayer ID: XXX-XX-3291 3 075 2 001 XXXXX3291 XXXXXX329 Time Deposits These deposits are FDIC insured up to $250,000 per depositor. Ask us about our added coverage IRAs for additional insurance coverage. SUMMARY Account number Certificate type 24-36 MO FIX Market Maturity Interest Interest paid Interest pc value 6/27/2005 date rate this statement period this ye $ 4,795.30 4/14/2008 3.250% $ 17.58 $17.! $ 4,795.30 $ 17.58 $17.1 257410063752745 Total ACTMTY Account Number: 257410063752745 Date Description Add Subtract Balance 1/01/2005 Opening Balance 3/~1/2005 Interest 6/27/2005 Closing Balance 17.58 $ 4,777.72 4,795.30 $ 4,795.30 .,. iWAa~nVIA RANK. N_A. n~nA ~ of 'REV-1511 EX+ (12-99) . "k COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF ;l/-~'- 2?6 DE/7i&f r~Ye7/'" tV. / FILE NUMBER ITEM NUMBER A. Debts of decedent must be reported on Schedule I. DESCRIPTION AMOUNT ~ 'I, 9t;'I. 71) ~ ~, 1'3 3. Sl:) 1. FUNERAL EXPENSES: Mo.lpt.zz.; funerAl J-I,)j11t!. Co.rJ:5(~ /Yle..morio.' Se.Y'v;~e, ($t:e h////nfs q#p~) "f Mt.c:..h...n; ~s b ,^rj Il'lc .. .2. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Nt. cJ f? l:>e ttt.,r Social Security Number(s)/EIN Number of Personal Representative(s) J r 0 - t2' - 5'" e S'" Street Address /r2~{, ~i'ls/q'e iJr. City /J1t!Ch6,.f1,'cSbur~ State M.-Zip /70 S S- O 2. WA-ll/eV Year(s) Commission Paid: Attorney Fees ChA.rla J? ~ h; e..Jcls nr ~ ~ /9{).Of) 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant /VAIYE'J) - AI~ ;fp'/f/L./l-dLE #~e:-7=S AJ A-/ t/~-b Street Address City State _ Zip Relationship of Claimant to Decedent 4. Probate Fees - Nt ILfPJ,'clt Io/e / /'tb lIet.d fz, pT"'D h~te. /}.J;" 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. g. 1. P;J:I1J I.taher/+a.ltCe 7~ Ft..e. "Z,,/o r h]a.H 0 IJ 4/ Fe.e en a. rqe.d J, f /)JIJ. Cih tJ V,'(J. et,rf; -heel M4; l,'n1 ~ 1-5", DO ?Ol s;()o ~..z TOTAL (Also enter on line 9, Recapitulation) $ 131 'I7:J.. 8'Z (If more space is needed, insert additional sheets of the same size) July 26, 2005 Ned E. Detter 1246 Hillside Drive Mechanicsburg, P A 17055 The Funeral Service for Fayetta N. Detter Michael J. Malpezzi, Owner · Jeremy J. Shartzer, Funeral Director 8 Market Plaza Way · Mechanicsburg, PA 17055. Phone: (717) 697-4696 We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. 1. PROFESSIONAL SERVICES Services of Funeral Director/Staff FUNERAL HOME SERVICE CHARGES SELECTED MERCHANDISE: Stainless Steel Casket 10 Ga. Galvanized Steel Register, Folders, Ackn. THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADV ANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. CASH ADVANCES Opening Grave Cemetery Equipment CCltified Death Certificates Newspaper Notices - Patriot Newspaper Notices - Out of Town Clergy/Mass Offering Organist Flowers TOTAL CASH ADVANCES AND SPECIAL CHARGES $3545.00 $3545.00 $3095.00 $1765.00 $85.00 $8490.00 $675.00 $110.00 $60.00 $136.00 $152.70 $100.00 $75.00 $106.00 $1414.70 SUB-TOTAL INITIAL PAYMENT / DISCOUNT I CREDITS TOTAL AMOUNT DUE $9904.70 $9904.70 ::r;s~~~~;;#a(;~J:c;!J;h::: ifl~:'::" ::':::'::: rl:: )iJ ~-:~::: . '-tin ,d../~ J..v' ff; 1;;1 PO 1... ^ ."~.,,,..' Design N~ii~"u"" t-p . MaterialKJfi..VJh 'f~ Die~.-:~.X .t?'-....X .~~:J. DE 1[[ R Base ~f-:-. i. i: .1.-: .~. Y. .6. - f Carlisle Memorial Service, Inc. DESIGNERS AND BUILDERS OF eem.ete"1 M~ 41 South Bedford Street Carlisle, PA 17013 Carlisle Memorial Service, Inc. Carlisle, PA. Telephone 243,54BO Please design and build the following memorial Markers ............... P~sts '(1' <53.' f/./).. ..... :!k6 Price c;;L. t . . Tax . ./ e.-~.J! .3 Deposit. .j. ~ .J.~'. 1 ~ '/. . . Balance Due JLJ )t,..,11;J, . . . . Family Name . . Inscription ... IV F- J) E'. ~ (,.. /93 ( ec:f; j ~ I - r.2. 7 cf:;. (2 () . ~.7? s~ Pnce ':2-':.) if~' . 5 (j , . . ;:. . . . . . . . . . . . t. . . . . . . . --. . ,"'/.. oc) ftJU/~ ,Pk. ..~~........... 'i L.e;. .r( .f If'J . .3 &: r c:..' oJ ~ Total P;l7 3' '~~5cJ' DATE .. .///c.~-)tJS:. . \~ 1.1 ~ t::) .~ \..--..J '2 \) ........ '\'- '- '0 (~ rA yefl;:r IV. J~ /~31 L.l v< 4.. I " J' (/ '7 J1" tJ.:;, 0UWe... 61. I 5'..bC/ G- /-0 t" ;;:u." 1./ .......Sii.~. Style of Letters ....... .. L) <..t? Il Il Foundation to be furnished'bY ............ ../"'.:J~ . . ~ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Material to be best selected monumental grade and to be free from Unperfectlons and first class In every way. Work to be finished in a workmanlike manner. ,"o~~::.m~i~'t~be'''.'''d,". ..... .Gr-!~~;~~~.C~~'''~V unless unaVOidably delayed by labor troubles and other contmgencles b~yond our control and then as soon as%Sible. Additional lettering and other work on this memorial in the future is not included in the Contract Price. Title and right of possession and removal of said stone, monument or appurtenances shall remain for all purposes in Carlisle Memorial Service until work and materials ordered are fully paid by purchaser or purchasers. In consideration of the acceptance by Carlisle Me.!JJQrial Service of this order, the undersigned (hereinafter known as the purchaser) agrees to pay Carlisle Memorial Service. . . . I 'fl. I~ .,. .75. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Dollars on or before the 15th day following the billing of the work or job upon completion thereof by Carlisle Memorial Service said billing to be notice of completion thereof, this order shall become a contract between the purchaser and Carlisle Memorial Service upon acceptance thereof in the space below by a duly authorized representative of said Carlisle Memorial Service; it being understood that this instrument upon such acceptance covers all of the agreement between the purchaser and Carlisle Memorial Service and that no agent or representative of Carlisle Memorial Service has made any statements or agreements, verbal or written, modified or adding to the terms and conditions herein set forth. It is further understood that upon the acceptance of this order the contract so made cannot be cancelled. altered, or modified by the purchaser or by any agent of Carlisle Memorial Service or in any manner except by agreement in writing between the purchaser and Carlisle Memorial Service, and it is hereby understood and agreed' by all parties involved that in case of default by purchaser or purchasers, twenty-five per cent of the total original cost of the work or work and materials ordered, as the case may be, shall be specified correct sum as liquidated damages which purchaser shall owe Carlisle Memorial Service. less any payment on account made prior to such default. this specification of damages to be due regardless of removal and taking possession of stone. monument or materials from purchaser or purchasers by Carlisle Memorial Service upon following such defaul.t. . /J/~'-'\ 2f{;z' j'/ / r'l? ! / . .. - j.,(,..-f..",f,::. .~..... ....~Ll:<;.. ,:'. . 'dd:.::................ .................. ....................... ....... ..... .............. ........... ............. ............... ........ ....(SEA Ll ...... ............ '" .............../ !/'2...~.n............ ........ .............. 20..1:?.S- . .... ....... .... ........... ............. ...... ........... .......... ....... ..................... ...... (SEA L) Carlisle Memorial Service Approval By ~i.~?,", . . ~ . Y~:--:--. . ~t:4.~... . . . . . . . . . . . . . . . (SEAL) White:--6ffj;~- Copy. CJnary: Custo~{ Copy; Pink: Salesman Copy; Gold: Office Copy _ ., / <Y"'1 ',REV-1513.,EX+ (9-00. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF "DE 11a(~ F/l-YG T/;.t ~ FilE NUMBER ;/1- ,,' - 2" NUMBER I RELATIONSHIP TO DECEDENT NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] NeJ e. Delfe,r- S(p~us~ 1~'1' N"//~;dt Pr. hle.c,hAt1 ;e.sburJ' (JA /7t:JSS" (see ef)l\h,rmt" ~f{' a tl#fJf -I w/II IlIl-~eJtei. :n tf)IJ JUt HeC~sSQ~'1 /; ,~6a.te lie ""IAII fy~// ft>r 18,'1 e.sJi.ii.) 1. AMOUNT OR SHARE OF ESTATE 10070 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) ,,T''^f 11' LAST WILL AND 'l'ESTAMElrr OF FAYET'l'A N. DETTER ~ ... A.. T, T ... ., . . . 1T l"~ .ll IIlI :-: I, PAYETTA N. DETTER, of the Township of Monroe, County of Cumberland andSState of Pennsylvania, being of sound and disposing min., memory and understanding, do make, publish and declare this to be my Last will and Testament. 1. I direot the payment of all my just debts And funeral expenses .s soon a8 conveniently may be after my decease.. 2.. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devi.e and bequeath unto my beloved husband, Hed E.. Detter, to hie own use and benefit absolutely. 3. In the event, however, that my said hU8b.n~ should predecease me, or should die at about the same time as I die, such as in a disaster common to both of us, I qive, devise and bequeath my ..id Estate to the Dauphin Deposit Trust Company, Trust.., in Trust for the following purposes: (a) The incOMe from said Trust Estate, as well as so much of the principal as is needed according to the discretion of the Trustee, shall be used and expen- ded for the support and maint.enance, includ.inq medical, surgical and hospital care, and 001leq. education, of -1- my son, Rodney ~. Detter. (h) When my said son has completed his college education, or has reached the age of twenty-one (21) years, whlchever event occurs last, the Trustee shall pay over to him one-half (15) of the balance of the principRl in said Trust Estate. When he has reached the arye of twenty-five (25) years, the 'l'rustee shall then pay over to htm the remaininq balance of princi- pal and any accruerl income in the Tr'lst Fund. (e) If my son, Rodney E. netter, shall have died prior to receiving all of the principal in this Trust Fund, the same shall he held in Trust by the Trustee for hie children, if any, until said child- ren shall attain the age of twenty-one (21) years, except, ho,oyrever, t..hat said Trustee shall have author- ity to apply snch portion of the principal of the shares of sai~ children for his or her proper sup- port and education as may be necessary for these purposes in the discretion of the 'l'rustee. If, hOWn- ever, my son shall have died without issue before receiving his full share in sairl Trust Rstate, then the balance shall be distributed in ten (10) equal shares among rny brother, Harlyn Hehler, my cousin I Jean Douqlass, my sisters-in-law, IJouise Altland, Florence Detter, Isabelle Hurray, Gladys Greenfield, an~ my brothera-in-law, George netter, Charles Detter, Richard Detter, and Ivan netter. (d) I direct that the interests of all bene- ficiaries in the Trust hereby created, whether in the -2- principal or inoome thereof, shall be free from liabi- lity to attaohment or other leqa1 process i.sued at the instanoe of any creditor or .s.iqn.. of such bene- ficiary, and I direct that no payment ahall be made by way of anticipation of sums which may thereafter accrue to any heneficiary. (e) If the Trustee has taken into the Trust Es- tate any real e8ta~e, and as Trustee considers it feasible to sell the same, r hereby authorize the said Trustee to sell at publio or private sale or ..les, and to convey such real estate to the purchaaer or purchasers thereof, and to give good and sufficient Deed or Deeds for the same. (l) If any of the beneficiaries of my Estate shall be minors or mentally incompetent at the time when a paYll1ent is due suoh benefiCiary, and such minor or incompetent has no Guardian appointed to see to the applioation of his or her income, I authorize my Trustee to make needful expenditures out of said income for the proper maintenanoe of said beneficiary. 4. In the event tha t my husband should predecease me, or should die at about the same time as I die, such as in a disaster common to both of us, I appoint my sister-in-law, Louise Altland, to be the Guardian of the person of my son, Rodney E. Det~er. 5. In the event that both my husband and my son should -3- . die at about the same time as I do, such as in a disaster common to all three of us, I direct that my Estate be dis- tributed in ten (10) equal shares among my brother, Harlyn l;'~ehler, my cousin, ~Jean Douglass, my sisters-in-la\>l, I,ouise Al tland, Florence Detter, Isabelle Murray, Glarlys Green- field, and my brothers-in-la"" George Detter 1 Charles Detter, Richard Det tar, and Ivan Detter. 6. T....1\5TLY, I nominate, consti. tute and appoi.nt my husband, Ned P. Detter, to be the Hxecutor of thi.9, my Last Hill and Testament. If he should prerl~cease t'1e, or for any other reason is unable to act as Executor, I ap'~ point the Dauphin Deposit Trust Company to he the !'~xecu- tor in his place and stead. IN HITNESS HIU~REOP, ! have hereunto set my hand and seal this 30th day of January, A. D. 1976.. -'Jli__~_EAyetta.-tl. Dett~r (SEAL) Signed, sealed, published and declared by the above-named FAYE'rrA n. DETTER, as and for her Last Hill and Testament, in the presence of us, who, at her request and inhher presence, and in the presence of each other, have hereunto suhscribed our names as \'litnesses thereto. -L 5 L~._Q..~or.~~__!1~_.jLq!:!..sJs.___M_~~"~""~_"_' /sL~,,".".~~EY_ s ._~~91?J!l_~Q!L______ -4- GEORGE M. HOUCK (1912-1991) Register of Wills Cumberland County Court House 1 Court Square Carlisle, P A 17013 l Dear Register of Wills: CHARLES E. SHIELDS, III AITORNEY-AT-LAW 6 CLOUSER ROAD Corner oj Trindle and Clouser Roads MECHANICSBURG, PA 17055 September 27,2006 Re: Estate of Fayetta N. Detter No. 21-006-0296 TELEPHONE (717) 766-0209 FPLK (717) 795-7473 Please find enclosed for filing 2 copies of the Inheritance Tax Return for the Fayetta N. Detter Estate as well as Check No. 3756 in the amount of$15.00 for the filing fee. Thank you for your kind attention to this matter. CES/mjj Enclosures Very truly yours, fMevr. ~r Charles E. Shields, III Attorney-At-Law ~.;:; " -:) f~~' ;'-) -J IV N