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HomeMy WebLinkAbout94-00731 .r--- IJETITION "'OR IJROIJATE und (,RANT Of<' LETTERS No. .. .. J.j'~ 2.(L:7.3L.__. To: i,\/CI/(' (If .. I'OI~I'UN^ C. SGllIGt-DLI II/.m kl/(l1I'1/ II.~... ....___........ Rcglslcr of Wills for Ihc ..__._._... . . . .. [J('(,(,(I.\I'II. ('ollllty of ...qJl'!.I3ER[~D._ In thc Socia/ Sel'lIrlty No. J!12::.:J.~::7()}9 ('onllllonwclllth of I'cnnsylvllnlll Thc pClltlon of III\' uuderslglled respcelfully represculs Ilull: Your petltloner(s), who Is/llre IH yeilrs of IIgc' or oldcr 1I1111w cxecuLOr........_.._.__.___.. nllnlcd In Ihc IIISI will of Ihc IIhovc dec.'dc'nl, dlllcd... A\J9l!S.1'.J ...............___...._.__, 19-2L nnd eodlcll(s) dlllcd ... N.L^.... m . ..n.. . ....... __.... _.nm'".' -_. (~lalc rl.'lc\'llllll'ir~'llImlilll.:l.'\, c,~. IClIlllldalillll, lll'!llh III' l'\Cl:lIlt1l, cl~'.) Dcccndcnl WIIS donuclkd III dClllh in.. CUMBr;;IllMI? ....__.... ..__.. ('ollnty, I'ennsylvllnla, wilh h~._llIst fllmlly or prlncipill resldcncc III ..._. ... u.. __...un._....__.._.___ ([hi ~lf~'l'l, 11II1Ilhl'l !lud 111111ldpalilYI DCccildc'nl, Illcn ..._.92.. ... ycars of IIgC, died n ... . ..JUJ,X.f.()_~_..__, 19. 94 , al LA\!M_!!!\\'E.N.J:ERtiONAki;:I\RF:.IICME;,.1140..0YSTER..MILL.JID...-Cl\MP lIT!.!., PA 17011 Excepllls follows, dccc.klll did nolmarry, wus nOI divorccd IInu did not hllvc II child born or adopted lifter excc'ulion ()f Ihe will of(cml for prohllle; WIIS nollhc victim of II killing IIl1d WIIS ncver adjudkaled Incompelelli' ... ....... .... n'. ........___ .......nn..... ........_n..__ Decendcntlll dClllh owncd pfl1pCIW wllh cSllmllted vllhles liS follows: (If domicllcd III I'll.) All pcr;onlll propcrlY (II' not domicllcd ill PI'.) I'crsonlll propcrly in I'cllnsylvllnia (II' not do:niciled in I'a.) I'crslllllll propc'l'lY In ('OlIIlIY Value of fC1I1 C.\llItc In I'cllnsyl\'1l1l111 sltualcd liS follows: __ 'n_'____ __ .__. .._...n...._..__......___.._.. $. 130 I 500.00 $ $ . $----- WHEREFORE, pClhioncr(s) rcspcctfully rc~ucs~S) the probllle of the IIISI will und codlcll(s) presented hcrcwllh 1IIHllhc grunl of lellClS._.___!'$..N:1E:~ARY (t~''illllllCl1llU)': ndllllnlmlllloll c.l.n.j IIdmlnl~urallon d.b.n.c.t.ll.) thcron, t '0_ .~~ o:\i 'O,e ~.= -~ .a. U~ 50 i ii\ .M~__~_~~~~____u__.___ 'ZI1- 13.;2- 1:J...3g- . ----.------ -mlJ-BRiM'LANE'~- ----...-- ..... Er-i>LA M -:-1'1025."---- ____n__ .___.L.____ .__.__..._....___._. ...u_____..__ _ ._ _ __""_'___'~'_'_.__.n_ _.__._.___.___....._______~______._,....______ _______~._._.__._ -__0" _.__.___. __~__._________. OATH OF PERSONAL REIJRESENTATIVE COMMONWEALTH OJ! I'ENNS\'I.V ANIA t 1018 COUNTY m- ._.__..__..___u._Uu________.n. . Sworn to or affifll!.l'd I"nd ',III,serihcd I before )lle Ih!> .. I.)f'" ... dill' or L. ..u_Ui~(}"'-J.( . ... . 1~l}:lY. ~ 7))'L'-4{I, ..o(.L./.,.u I--'J,{!,i.i., :iu"Ll.I.iJ,J'I" I .) '.>(\, \", t /1("';1'(('1 I L .~ I .' "" ... Thc pelltiollcr(s) lIbOvc'II11llleu w'cllr(s) or al'firlll(s) Ihllllhc sllllCIllCllts IlIlhe forcgohlg pelhlon arc Irue llml COITeel lolhe hl'slOI' Ihe kllowlcdge 1I11d hcllel' or pctitiollcr(s) ulld IhlllllS personal represell" IllllvcN of Ihe IIhovc deccd'illl pelillo1I1CI(S) will wC'illllld Iruly admlnlsler Ihe cslulC IIccordlng lolliII', (ZJJ!t<<. ,JfJ<~:l:~.e,-' --- ~ .... .u.._..____.__....__ ~ ._.__n.__.~___.n_..__._ ~ __.'___n___'__...~._.____._. t'ij ... .._~.._-- ~ lD 1fltit$f lltiill ttno (tL~.~tttm~nt OF FORTUNA C. SGRIGNOLI I, FORTUNA C. SGRIGNOLI, of Enola, Cumber land County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST The expenses of my last illness and funeral shall be paid from the property of my estate. SECOND I give, devise and bequeath the rest, residue and remainder of my estat.e, together with all insllrance proceeds thereon of whatever nature and wheresoever sit:ua te as followB: (A. ) One Percent (1%) of my Estate to CHESTER SGRIGNOLI/ One Percent (1%) of my Estate to FIORIY SGRIGNOLI/ One Percent (1%) of my Estate to PAUL SGRIGNOLI/ One Percent (1%) of my Estate to MICHAEL SGRIGNOLII One Percent ( 1.%) of my Estate to MARY DALLMEYER/ One Percent (1%) of my Estate to JOSEPHINE DALLMEYER/ One Percent (1%) of my Estate to JAMES SGRIGNOLII -. , - C'. ') PAGE 1 OF 6 LAST WILL AND TESTAMENT OF FOFTUNA C. SGRIGNOLI One Percent (1%) of my Estate to HERMAN SGRIGNOLII and (B.) The remainder of my Estate in equal shares to DAVID SGRIGNOLI, SADIE HOCKENBERRY, WILLIAM SGRIGNOLI, ARTHUR SGRIGNOLI, RODGER SGRIGNOLI, and JEANETTE BOISVERT. THIRD I grant my personal representative the following powers in /\ddition to and not in limitation of such powers as my personal representative shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, inClUding but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. (d) To operate any business that I may own at my death. (e) To invest any funds oC my estate in any stocks, bonds, notes or other securities or properly, real or PAGE 2 OF 6 ,11:..".. .......t... r: "( ) .. 'kiJ.R $' ~ ~ '7'8' .- ,'. , CERTIFICATION OF NOTICE UNDEH RULE 5.G(a) Nama of Decedent I FOR'IUNA C.. SGRlGt-DLI Data of Dentlll JULY 26, 1994 Nill No. 1994 -OO.?D }t~iH"XN~X PA No. 2194-0731 To the HegisLllrl I certify that notice of beneficial interest required by Rule 5. G (a) of the Ol'phans' Court :Rules was served on or ma.iled to the following beneficiariell of the abolle-captioned estate on MARCH-l,-19~5 : ~ Addr~~ SEE ATI'ACHED NDtice has now been given to all persons entitled ther~to under Rule 5.G(a) except N/A Date: February 28, 1995 Name CRAIG 1\. DIEHL, ESQUIRE Address 3464 TRINDLE ROJ\D Q) ..~ ,... ~~ 0 (J) .. n;.:; ~" n " l:e ( .. Ii ,\; i , ,) , Q) I j '" : n- , - ~) .,' , ... :l~l ii; 8 (',1 'll :., 1Ila: l5i 8d a: CAMP HILL, Ph 17011 TelephoneJ717) 763-7613 Capacity: Personal Representative X Counsel for personal l'epresentative J I, 1-., . J ,1,( .,' rAMILY SETTLEMENT AND rINAL REL~ASI " IN THI eSTATE or rORTUNA C, SGRIGNOLI KNOW ALL MEN BY THESE PRESENTS, THAT WHEREAS, Fortuna C. Sgrignoli, late of. Camp Hill Borough, Cumberland County, Pennsylvania, deceased, died on July 26, 1994, having first made . her Last Will and Testament, which was duly executed on August 1, 1990, and is duly recorded in Cumberland County, Pennsylvania, Estate No. 1994M00731. WHERIAS, the said Fort"na C. sgrignoli, by the aforesaid Last Will and Testament, named Arthur sgrignoli as Executor of said Last Will and Testament. WHIREAS, the said personal representative has gathered the assets of the estate of the said decedent and the assets consist of both real property and personal property to a total value of $120,787.86, as set forth in Exhibit "A", which is a statement of account of the said personal representative, and which is attaohed hereto and made a part hereof, and marked Exhibit "A"; WHEREAS, the debts and deductions, including the payment of inheritance tax in the said estate, amount to $22,902.64, leaving a balance for distribution of $97,885.22, also as set forth in the statement of the said personal representative, which is attached hereto and made a part hereof, and marked Exhibit "B"; NOW THERSFORE, KNOW YE, that we, Chester sgrignoli, Fioriy S9rignoli, Pa\\l sgrignoli, Michael Sgrignoli, Mary Dallmeyer, Josephine Dallmeyer, Rodger sgrignoli, David sgrignoli, James Sgrignoli, Sadie Hockenberry, William Sgrignoli, Arthur Sgrignoli, Jeanette Boisvert, Timothy Sgrignoli, Patricia Yeager, Debbie stoak, Veronica Kline, being heirs under the Last Will and Testament of the said decedent, and being the persons entitled to inherit under said Last Will and Testament, do hereby acknowledge ~hat we have this day had and r.eceived from the aforesaid personal. representative, in full satisfaction and payment of all sum or sums of money, legacies, bequests, and devises as are given, devised and bequeathed to us by the said Last Will and Testament, which amount we have received this day, and which is the amount set opposite our names in the table and schedule of distribution in said statement attached hereto and marked Exhibit "C"; AND, we do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, we agree that no account is necessary and we do hereby agree and consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if it had been filed and , " . " rlR8TAND rlNAL ACCOUNT or THI IITATI or rORTUNA O. SQRIONOLI, LATI or OAMP HILL, OUHBBRLAND COUNTY, PBKNIYLVANIA ." .1 ,. DATI or DBATHI JULY 26, lU4 ',' , , PRINCIPAL AOCOUNT DIBITS Your Aooountants oharge themselves with the followin~1 (1) MQRtGAGE RECEIVAQLE steven ~. Sipe 240 West High street Hummelstown, PA 17036 $112,000.00 , . PERSONAL PROPERTY (1) Bank Aooount - PNC Bank 8,017,12 Cheoking Aooount No. 5140114782 (2) Bank Aooount ~ York Feder.al Savings & Loan 112.95 Checking Aooount No. 010~188239 (3) ". Bank Account ~ PNC Bank 57.68 Savings Aooount No. 5130108776 (4) Refund due from PA Inheritanoe Tax Div. 600. 11 TOTAL PRINOIPAL DIBITS 1120.787.U. ., ,. ,. .. '" ' I . ',' ,. " 0'1 , .' " I, , " ,. ,\ , , I " Ill( H I 9I T. A. " '\ , "i \, ,I" ." TOTAL PRINOIPAL ORIDITS \, I' " "' "'. " " ,. , ., 'j, j., .', , , {I ", \1' , .i' 'I '." ',' .,, ,I " ! " , " ,. I ) " " ,. '\ I..', " .., , ,i' I); , ,. I .' Ii. .. , , ,. I , ", " , I' ,. ,. \".'" ".'{ I. ,,' !" , , ,; , , " . , ';'1 , , " j"'" , " " ,. -" 'L, \. " I ,.'1 " '" " ,,' ,. ii '''' ,; ", ,'./ , , " ,. , IXK ,I ,BI T .1. ll. .. ' Amount; 2,605,63 IU'~9~,O ,J..t ", ,i .! ,. " ", .,1' ,../, , , '.,. " ,'.',. " " B i.' I..,_\_.~l.' .1__ ',.' I"".' .-.......-.......-,......... " ,...' .....' .' " ,. " " " .,. '" " RIOl\PI'1'ULl\'1'ION prinoipal Oebits $120,787.86 prinoipal ,credits S 22.9Q~ TOT~L BALANOI rOR OURRBNT DISTRIBUTION u.z...w..a , " " ,,' , " ,. " ," ,. " " , ," " " " ,Li I ," L , " 'I , , , 'I, " , I! " ,"j. " , ,. I .1 "~I' Il ," i', " '. ", , " " I'j. " , , " , I. 'll , " ';,. , I' " , , I' ,. ,I' " I " , , , " " ." , , ." " ". , , ,. , ,. " , " , , " , , ,.' , , " , '" " " " I' 'I', I( ,. , , " " I, " " " " ,. , \, , , ,I " " " ,. " , .' " , )- , , , ,. , , " , B X,H ,I D I T B . .. .. PROPOSID DISTRIBUTION 'l'he Personal Representative proposes distribution of the total Balanoe for Distribution to the following heirs as desoribedl Chester sgrignoli - Fioriy sgrignoli - Paul sgrignoli - Miohael sgrignoli - Mary Dallmeyer - Josephine Dallmeyer - Rodger sgrignoli - David sgrignoli - James sgrignoli - Sadie Hockenberry - William sgrignoli - Arthur sgrignoli - Jeanette Boisvert - Timothy sgrignoli - Patricia Yeager - Debbie Stoak - Veronioa Kline - Distribution Amount Distribution Amount Distribution Amount Distribution Amount Distribution Amount Distribution Amount Distribution Amount Distribution Amount Distribution Amount Distribution Amount Distribution Amount Total Distribution Less PA Inheritance Tax Refund Distribution Amount Distribution Amount Distribution Amount Distribution Amount Distribution Amount Distribution Amount '" $ 978.85 $ 978.85 $ 978.85 $ 978.85 $ 978.85 $ 978.85 $ 15,009.07, $ 15,009.07 $ 978.85 .. '" '" '" '" '" .. .. .. $ 15,009.07 $ 15,009.07 $ 15,009.07 600.11 $ 14,408.96 $ 15,009.07 .. .. .. .. = $ 244.71 $ <144.71 $ 244.71 $ 244.71 .. = .. TOTAL DISTRIBUTED I J ,7.885.aa I X H I BIT 0 r.' ~;.. '; , ,'" It (.. I "1', I' ,,' . 1'1" I.", l l-.tl.." ,:"'-"1" '< Ii:. ., "," '!_l"" -jl" " ,). ,'I ~ .' '., ~ 'l_, ' 1"1 ,. '{\'.'"'J\,I. 'I, ',f' h;.fJ " ,., \" ,'f '(,I. , '.- , " 'l~" ...- ;. :'), ;'\-,'\.~.,\:(,,! ;-:,':::-'~ i~., ,:~~I':I:,}::.'i:~:h'~i~~,; I, I' ' " " \ ':/::: (,'~,.::_: ':.~,:_ ..,-;':....;~:tt.:'\)~:~!J ., " I' --'.' ''''''''; '. I. _ '_'~' ,(,0: .' " . i '_,;1 -';,' -,,"'Jllir.~ . 'li'F'~iijl(ii . 'I' q 11'.., "~'I ;'. .~, '.. I "I. ~\;Jil"" ' . {'OJ''' \1.",., " '" I ,', 1'1 \. ~I ll' I't! In ,/ l - I I" ."jt'/V f ;:\ i,/:\~ll.:' i \,:;\,\\~1 ~~i:'~"":(J\~J~t ~I 1\11,\1,. { , 1\, :\~, \ :</; 1\(' r:~\\'I\ i\";l{.~~~fJl '.... '/' t '1',;;': ""..',;;: .il\l~., ;1:1.",~g!'!;..:~I.~~~ \, .' :'f!il"iI," ,',I ~A '.',',' 1'/':";'" 'IJ;II~'IJfl~{~ "! 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" ,_,,:1, ),: ,. :'1 :,: ,"j.1 ,..-,'!i(t: i\ 1 ._'. ~ ~-i"H< ' '3;U( . .-:,1':;,-.\'," ,-",Tlr: f''l.,.1 :--,: '.::~;lit .. .~i' 1-, ',: ;','l~ \ ",',. ': II,"~ ,y', '.',. " :", ,( ',;1! d, . .' ,'"\,, I;,. "\. ',;'-('. ..;' /9.. t~;5()'I'j i 'OR OATIS 0' DEATH AmR 12/31/91 CHICK RIRI INHERITANCE TAX RETURN :~ot~:~U~:tDITISClAIMID 0 RESIDENT DECEDENT IfILI"NUMBlR --------- COMMONWfALl,' u' erN/HY",'" (TO BE FILED IN DUPLICATE I 21 94 () 7 J 1 DfPA..1MU..' (JT ~[VWUE . H'''R1srJ:1, ~~0.W:li~'O' . _.. .~ITH REGISTER OF \y1~LS) JeoUNTY COOE .. YEA.R 2'..Y~ D!CfDfNT $ NAM[ (I"SI 'IA~l Moll ~"DD~[ Hjlll"'\) jDfCfOlNl $ COMPil1f ADOABS _ SGHIGNOLI, ["OH1'UN^ C. I.^UHI\ III\VlcN PERSONM, CAHE 1I0ME !oc",mU""YNUM'" "'-]'iTiOTDfAii'--"""IO'"'o;a;"..--- 1140 OYS'l'EH MILL RD., CAMP IIIf,l., 182-36-7079 7/26/94 3/20/02 Co.", ClJMI3EHl.^ND PA 17011 I" ""'c"""."""'::~':.:l' ,..:ii.." ''''-;-: -; "~'" '"---i'O~~~' ":"" NU"':~..=----!::~"VIO IHI'N,,"UC1I0N!1 r~ I Original Return ~J 2. Supplemental Return 03. Remainder Return I'or do'" 01 d.olh prior 10 12.13.821 04. limited Ellole 0 40 FV!\J'8 lnlorell Compromise 05. Federal Ellol, TOIt Relurn Required [lor do'" 01 d.olh ohor 12.12.821 [X) 6. Oecedenl Died Teltole ~J 7 Decedent Maintained 0 living Trull IAlloch copy 01 Willi [Alloch copy 01 TrUll) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATiON SHOULD BE DIRECTED TOI 'EV.UOO EX. IM'I c . ,., / 20, If Lln. 19 II glOolOr Ihon lln. 18, .nlor ,h. dlllor.n" on Un. 20, Thl. h th. OVERPAYMENT, II G: ~l"r.!'I~'''Jfl~I.'.l'IlIJJ~I>Il[l~~,MWllll!Ilill'l1iTl~'''jI)'JIIIWNIW)'.lllljll.-,.. 21. If Lln. 19 I. glOo'or Ihon Llno 19, .nlor th. dill'lOn" on line 21. Thl. II Ih. TAX DUE, A. Enler the Inlerell on the balance due on line 21A, 8, Enlor ,h. '0101 01 Lin. 21 and 21A on lIno 218, Thi. i.'h. BAlANCE DUE, Mok. Check Poyobl. tOI R.gi.,.. of Will., Ag.nt I >-)>- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND YO RECHECK MATH. ~ ~,-:,;;Iu' '. ..,'.';1 Under plnalllll of perlury, I declare ,hat I nove lIlamined Ihit relurn, including accompanying scnedulel and Ilalemenll, and to Ihe bell of my ~nowledge and belie', II II IruI, correct ond complel., I declare thaI 011 roo I 01101, nal beefl reporlfld al Irue mark" value, Doclaration of prflpare, other than the perlonal reprelenlollve II baled on 011 informalion 0' which preporer nOl any knowledgl, \'~NA1U'ft "lION ""oN'''lmii'iLiiTi.iiTU'''.''--'''iiiil\\22'X6~j')" ,'M":;;:NI'; (.' /.., ',. "" DATI , f-t.i1v c-' ( 'J.,Lt.':"1~.1.'f."~:':"".~_n..J:;(lIOIA,..l'lI__..U.Q.22_..!.:2:'.'I. ( If " Aliii/o,,, ^'f'O'"''1i7;''~~R1\1''''''''' "'1,0(" :J4li4 'l'HIN[J[,i': ROAD DATI .--~LLC.t..J'-LA._.... _<'~1I!1]'..U_ll, 1"1. l'A...llQ.LL.____ I.. ,,9::-S;~(\ "I"'\''''J' ~",\.\.!:~ >- i5 lil u w '" w >- ..5.. uf~ ~C'I9 u~ro tr3ffi 0:", O:z Sit NAM! CRAIG A. DIEHL, ESQUIRE HUPI10NI NUMe!R - 717..L, 763-?_~_L3 z c:> ;:: :s I 1. R.ol EllolO (Sch.dul. A) 2. S'ock. and 80ndl(Sch.dul. 81 3. ClolOly H.ld SlocklPor,nor.hlp In'"", (Schedul. CI 4, Morlgoge$ and NClles Receivable (Schedule 01 S. COlh, Bank Depolits & MiscelluneouI Personal Property 15ch.dul. =1 6, Jolnlly Own.d Proporly [Sch.dul. FI 7. Tronllor. (Sch.dul. G) (Schodul. LI 8. TOlol Groll AIl".I'o,al Line. 1.7) 9, Funflral ~)\pen"', Admlnillrative COlli, Miscellaneoul ExponlOl (Sch.dul. HI 10. D.blS, MOrlgog. Lloblllli.., L1.nI (Sch.dul. I) tl. Tolol D.duClionl ('0101 L1,,, 9 & 101 12. NO! Volu. 0/ EllolO ILln. 8 mlnUl LI" 111 13. Charitable Clr.d Governmental aeque"J jSchedule Jl 14. N.t Value Subj""o To, ILin. 12 minUl L1" 13) 15. SpoUlol Tronslor. I'or do'.. 01 d.olh ohor 6.30.941 See InllruClions for Applicable Percehlage on Reverse Sid., (lnclud. volu.. Irom Sch.dul. K 0' Sch.dul. M,I 16. Amount of Line 1.4 to)(uble at 6% role Ilnclud. voluOl Irom Sch.dul. K or Sch.dul. M,) 17. Amount of line 14 taxable 0115% role (lnciud. volu.. Irom Sch.dul. K 0' Sch.dul. M,I 18, PrlnclpoltD' due IAdd 10' from Un.. 15, 16 o,d 17.1 19. (!edits Spoulal Poverty Credit Prior Psments . '--- + ~'!.~~Q.. z '" S ~ II S S __ 8. Talol Number of Safe Oapolll 901,01 COMP~m MAI~II~G "'DORUS 3464 1'RINDl.E ROI\D CAMP HILLr PA 17011 o II) ___._____ o 12)----0-- 131.. (4) 112,000.00 151. '8,130.07 57.68 o 161.___. (71. 19) [101 16r333.22 18) 84 .42 111) 1121 1131 1141 0 )(,_11 103,770.11 ~ .06 m 0 ~ ,15 = 1181 120,187.75 16,417.64 103,770.11 o 101.770.11 115) 116) (17) o 6,226.21 o 6,226.21 Discount +2!!.32__ InlerOIl 119) (20) _ 6,826.32 600.11 121) (21AI 12181 ~/'Ij/911 I I ~ty \'1;" , ( . . IIv.UI1IIf. P'''l ~~ COMMONWEAlllt 0' IINN!YlVANIA INHI!I1ANCI TAM RETURN !UIOIN! OICIOINT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES iSlAT. OP FORTUNA C. SGRIGNOLI PI.a.. Print or Type I FILE NUMBER 21-94-0731 ITEM NUMBER A, 1. 2. 3. 4 . B. 1, 4, C. 1, 2, 3, 4, 5, 6, 7, 8, DESCRIPTION Funtlal bp.ns.., RICHARDSON FUNERAL HOME - FUNERI\L EXPENSES R. J. ROMI3ERGER & SONS - TOMBSTONE ENGRAVING WEST ENOLA FIRE COMPANY - FIRE HALL RENTAL OLOL PI\RISH COUNCIL OF CATHOLIC WOMEN - RECEPTION Admlnl.tratlv. CosII' P.llonal R.prellntatlve Commlulonl Saclal Securlly Number of Perlonal ReprulIntatlvol Year Commlulonl paid 1995 186 - 28 - 6111 2, Attorney Fees - LAW OFFICES OF CRAIG A. DIEHL 3, Family Exemption Claimant Addr.u af Claimant at d.ced.nt'l death Stre.t Addreu City State ZIp Cod. Relationship Probate F... - REGISTER OF WILLS, CUMBERLAND COUNTY Mlsullaneaus bp.ns.., CUMBERl,AND LAW JOLlRNAL - ES1'ATE ADVERTISEMENT THE SENTINEL - ESTATE ADVERTISEMENT PA DEPARTMENT OF REVENUE - 1994 PA INCOME TAX REGISTER OF WILLS, CUMBERLAND COUNTY - FILING FEE FOR INHERITANCE TAX RE'rURN REGISTER OF WILLS, CUMBERLAND COUNTY - FILING FEE FOR FAMILY SETTLEMENT AGREEMENT TOTAL (Allo enlor on line 9, Rocapllulatlonl (If molt spac. II need.d, Inlt" additional .h.e.. of sam. .11t.) AMOUNT $ 4,230.00 98.00 100.00 100.00 6,009.39 4,605.63 238.00 40.00 72.20 808.00 15.00 17.00 S 16,333.22 ,.. ~.. .... .. ~',.., 7 - q9 - ;J. I t/ - ) 30 .. /.3 " v '---- RIV-1547 IX AFP (12094* COltltOfftlEAllllllf PfNHIVlVAHU DEPAATItEHT Of AE\'(HUI' IUAEAU OF INDIVIDUAL TANES DEPT. 110601 HAAHISIURD, PA 11121'0601 ISTATE OF SGRI ---- FILl NO. DATI OF DEATH 07-26-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCDUNT, SUSHIT THE UPPER PORTION DF THIS FDRH WITH YOUR TAK PAVHENT TO THE REGISTER OF WILLS, HAKE CHECK PAVABLE TO "REGISTER DF WILLS, AGENT" REMIT PAYMENT TOI HOT ICE OF INHERITANCE TAK APPRAISEHENT, ALLDWANCE OR DISALLDWANCE OF DEDUCTIONS AND ASSESSHENT OF TAK Al;N 101 DATE 11-20-95 CRAIG A DIEHL ESQ ~464 TRINDLE RD CAMP HILL PA 17011 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 [ A.ount RI.Uhd - CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ R {Ii: is;'-i "iif "A fop "f i'z: 94 T - NOi" i or "oF -INHER i;: AifcE. i"Ain"PPRA" i li EifENT ~. -Ai. i:owAifcE - iili......."""" 0 -" - -" DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF SGRIGNOLI FORTUNA C FILE NO. 21 94-0731 ACN 101 DATI 11-20-95 TAK RETURN WAS I I X) ACCEPTED AS FILED I I CHANGED RESERVATION CONCERNXNG FUTURE INTEREST . SEE REveRSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1, Rill Eltoto ISohldul1 Al UI 2, stookl Ind Bondi (Schlaull B) 121 S. Clollly HIld Stock/Plrtnlr.hlp Intlrl.t ISohodul1 C) IS) ~, Hortglgll/Notl' Rlcllvobll ISchldul1 D) I~I i, CI.h/Blnk DIPO.lt./HI.c, Plr.onll Proplrty (Schldull E) Ii) 6, Jointly ONnld ProPlrty ISchldul1 F) (6) 7, Tronlflrl (Schldull G) (7) S, Totol A..lto ..& ,DO ,00 112.000,00 8,130,07 57,68 .00 IS) 120,187,75 APPROVED DEDUCTIONS AND EXEMPTIONS I 9, Fun.rll E.p.n....IAd.., Co.to/Hllc, E.pon... (Scllodulo HI (9) 16,333,22 10, Dobh/Hortglgl Llobllltlu/Llln. (SChldull II UO) 84,42 11, Totll Dlduotlon. (11) 12, Nit VIlul of TI' Rlturn U2) 15, Chlrltobll/Govlrnoontol Blqullh (khldull J) US) l~, Not Vllu. of E.toto Subj.ot tc TI. U~ I 103, 77Q, 11 NOTEI If.n ......~.nt w.. i..u.d pr.viou.ly, lin.. 14, 15 .nd/or 16, 17 .nd 18 will r.fl.ct figur.. th.t includ. the tot.l of ~ r.turn. .......d to d.t.. ASSESSMENT OF TAXI 15, AMCunt of L1nl I~ It Spou..l rill Ui) 16, Aoount of Line I~ tl.lbll It Llnell/CII.. A rltl (16) 17, Aoount of Llnl 14 tl.obll It Collltlrll/Cll" Brit. (17) IS, PrincipII TI. DUI TAX CREDITS I PAVHENT DATE 10-21-94 t Ii .417 iat1 103,770,11 ,DO ,DO K ,03. 103,770,11 K ,06. ,DO K ,15. US) ,DO 6,226,21 ,DO 6,226JL RECEIPT HUHBER HH913106 DISCDUNT (+1 IHTEPEST ("I 311,31 AHOUNT PAID 6,485,00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 6,796,31 570.10CR ,DO 570,10CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST, IF TOTAL DUE IS LESS THAN 51, NO PAVHENl IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAV DE OUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIOH$,) n( I ') (~ .. " , I t-', , , I: , '" "\ " " ; " , ()', RlII!R'lATllII4. f.t.t.. of doG_to d1... on or bofore Doo_r 11. I'll .. If 1111 futuro Intor..t In the oot.t. I. trlll.forrod In poIII.alon or ,"Jo~t to C11" . (00111,.r.l) beneflcl.rl.. 0' t~ decedent .,t.r the Ixplr.tlon of InY I.t.t. 'or 11" or for VI"', the COMOnWeIUh hlr,bY ..prll.b ,...rYII thl rlllht to IPPr.llt end 'U'II trlfll'.r JntMlrltllnCl. TalCII It thl IlWlu! ClI.I . (ooll1t"IO rat. on II1Y tuClh future lnt.rll', PURPOII! Of' NOTlCf. 10 fulfill tho require_to 0' locllon Z140 0' tho lmorltonc. ond E.t.t. I.. Aot. ht II 0' 1"1, 71 P,I. loctlon Z140, PAyttEHTI OItlM1h the top portion of thh Hotle. rod .ubellt tilth your PIYHnt to thl Rlahhr of Wl1h printed on the reYlr.1 I1de. '0",,"' oheck or ..... ordor p..obl. to, REOIBTEIl OF MILLI, AOEltT All PIYMnh rHIIYId IhIll flr.t be ~111d to MY Int.rllt which n., bI due with any r...lndlr 1PP1J1d to thl too REFUND (CRJ I Ii r.'~ of . hlt credit, which "" MI' "qullted on the TIM AI'urn, NV be ,.quuted by cOllPl,U", In "Applloatlon far A,flN of PemIYlv.,l, Inhlrlt~. end E,t.t. tu" UtfIJ4UlSL App1l0ltlonl Irt IVllhbl1 It thl O"lcI of thl R....ter of Will., II'IV of thl U RlvlnUt Dlltrlot Off Ie.., or b~ ClUing the .peel.l U-hour an.werlng 'Iryl~. hUlbtr. for for.. or~rl",1 In Penn.yIYIMI. l-100-16Z-2050, out. Ide Penn.~IYlnJI end within 1...1 Htrrl.bu,g .ro. 17171 717-10901. lODI (TIll nl-ml lltolrl.. .....I'od Onl.), OIJ!CTIOHtI An~ perty In Int.rllt not ..tI.fttd with the IPPr.l...."t, IUOWInCI or dh.llowlf\Cl of deduclUon., ,or ..........,t of tlJC (lnolucUng dll1:lOlllt or Intu..U II IhoMn on thlt HoUCI lU.t obllOt within ...tv (00) dlVI of recllpt of thl. Noll.. bYl ......rltten prot..t to thl PA t'eplrtllnt of RlvtnUI, Ia.rd of Appeall, o.pt. 211021, Herrlibur" P1 17121"1021, Ollt ....I.ctlon to hlv. thl .,Uer dltlrllMd It tudlt 0' t.... ICCOll1t 0' thl plr.ONI rtprlltntetlvl, OR nlPPlII to ttM Orphan.' Court. IDIUN IIIRATlI'! CllRRECTlIlHI. DIICOUllT . 'totu,1 errorl dhcoYlrtd un thlt ........"t .hould bt IIddrll.ed In ..rJtlnt tOI P1 OflplrtHtlt of Rlvenue, lurelY o. IncUvlduel hlel', ATTHI POlt ,.....Nnt Rlyl... Unit, Dept. za0601, Htrrltbur" PA 17121"0'01 Phone (717) 7'7-6505. S.. p... ! of the bookllt KInltruetlonl for Inhtrlt~1 TIJC R,turn for I Rllldtnt Dtotdtnt" (REV-150l) for en IxPIAMtlon of IdIlnl.trltly.tv correatlbl. errOrl, I' '"~ t.x due I. p.ld within thrll (5) cIllndtr tonthl .,tlr the dtctdtnt'l dllth, I .lvI percent (J~) dlloount of tho t.. p.ld I. .11_, INTERlII I Int.rllt It chlrlted betlMlng ..lth Utlt dtv 0' dllIn(fUIno~, or nine ct) ItM'Ith. Ind one (1) du 'ratl the dIIt, of dllth, to thl dltl o. Plvant. TI)c1I whlah btoMl dllInquent before JtnUerv 1, 1912 belr Inter..t It thl rltl of .he (6~) Plratnt per IIV1W calculltlet It I dll1~ retl of .000164. All tl)C" which bH... dell,.....t on end Ifter Janutrv I, 1982 ..111 ttHr Inter..t It I nt, which will YIrY 'rOl elltndtr Vllr to ell..ldar ~"r with thlt ,.at. ~td by the PA Dlpl"t""t 0' RlvlnUI. The tppllatbll lnterllt rat.. for 1912 through 1"5 erll !!.!!: Interllt Rite Olllv Int.rl.t F.otor !!!r Int.rl.t R.tl OIIlY Interllt FlGtcr Ifll 20X ,000541 1917 9X ,000141 1911 I6X ,000151 1911'1"1 IIX ,000101 19M IIX ,ooom 1"1 9X .000141 1911 UX ,OOOJ56 I"J-I99>I 7X ,000192 19.. lOX ,000214 1995 'X ,000141 ...Interllt II alleul.ttd .. 'ollowlI INTEREST . BALANCE OF TAX UNPAID X ~'ER OF DAYB DELINQUENT ~ DAILY INTEREST FACTDR ....Anv Hot lei I..ued I'tlr the tlX bto~' delinquent will r.'ltot '" Int.r.., calculltlon to "fttln (15) dlV' beVond thl dati 0' the ......IMt. If PI'tIInt II IIIdt 1ft" the Interllt eotlPutlUon dltl Ihown on the Notlcl, tddltlonel Intlr..t WUlt be cllculltld. ~.. ...' -- ~-'''' -'- ',,- - '.... "- .., ". ..... . "'-,. -.....- '- "-". - "... '... -- - -'. '-- - --. -",,,,,,,,,,,,. 1"'" '. " '". ,. """'. ".' ',.. """, "'. ' ., '''C' '" ''''. . '''''''' ..". "'1 'j!J~iI':\Y'. 'i':' ,":'" "'~W.A11'1i of 'PlNNIYi,\I~if',' ":: Y'" . "';.c":,':."" ", ,,' .\ /!eJ.I'l/913.10:6."., .......""_, ,'. . . "', :,:,:" ", . :' 011:~~"" :;,:.',,".'., ~~'.:.!'''''''!''''.'''~~.,.~. '" ',. "'J ~ - -'-. . -......~ ....-.... .... r....-~'-"';;o;;... ~~. I:J ASSESSMENT 'l' AMOUNT '''''''''ROM, .. 00","0' 111 NUMBER OIlrHI. CRAIG 1\ IRRx~X~ffx~~fl 3464 Trindle Road R.iJijixd:llgij~l . I J , J, I ---rOJ -~~ -- --- -- --- SSN lSe-36-7079' -7Mrr --~-. ,- ---- -- -' -- -irJ.I.J!!4/Qu. REMARKS --- -- , Q TOTAL AMOUNT PAID __~. 41t~..! 02 ")~J." f>~ :> RECEIVED /j/~' " .' o UR MArty C. I.EWIS RriGIElTf::R OF W '.LS I I SEAL , , . . . , -"'--.---.---------..-.--...-. -""'-'-"'-- -------~ ' .' "". . . RealSTElA OF. WILLS ! .. . , . ~..' ...-- .-..,.~ ".'", .. ~.'.1~- '; !' .-........,-',....~....4., . \ PA\'HI!HT. DttlCh thl top portion 0' this HotlcI end .!bItt with your PIVMnt ndt PlY." to thl !'\eM Md add,... printed on thl t.v.r.. .IH. ,. If Ill!IIDfHT DfC!DfNT .011. oho<:k or .....v ordor povllbl. to. REGISTER OF WILLS, AGENT. .. If NOH.At!IIDfHT DfCEDfHT .... _k or lIOl1OV ordo. PIVIlbI. to. COlttONllEAL TH OF pENNSYLVANIA, All PIYMnt. rec.lvM 1he11 be IpplJld fJral to MY lntun' whIch My be due with MY r...lnder eppl1ed to thl tax. REfUND (CA)I A r.'~ of . tlX cr'dlt, which wat not requelted on thl Tlx Return, IIV' be requelttd by Clo.,.hUng ., "Appllcltlon for R,fund of Pennlvlvant. InhtrJtencl and E.t.t. rlx" (REV-ISIS), Appllcltlon. It. Iv,lleble .t thl QUla, 0' thl RIght,r 0' Willi, InY of the U RlvlnUII Dlltrlot Offlctl or 'tot thl o.pl,tMnt'. U.hoYr Inswerlng ..rvlel nuIbIr. for for.. orderJntl In Pennlvlvlnll 1-100-142-2050, out.ldt PlnnlVlvlnl1 and ..lthln 10011 Hlrrhburll It.. (717) 1I1.'09~, TOOl (717) 172-22SZ (H..rlng JlIPllr,d only), REPLV TOI QUIIUonl "girding .tror. conttlMet on thlt l\oUc:, thould be addr...1d \01 PA o.p.rtHnt of A.vlnUI, IlJr.1IU of rndlvldu.1 Tax.., ATTNI Po.t A.....~t A.~I.w unit, Dlpt. Z10601, Mlrrl'burg, PA 1112.e0601, phone 17m 7'7'6501. DISCOUNT I If In~ tlX dvI 1. Plld within thr.. (5) cllandlr IOnth. .ft.r thl decldlnt'. delth, . flv. p.rcent (~~) dllcnunt of thl ttx r.ld II allowed. INTEREST I Int.r'lt II cherDed b.glnnlng with flr.t dl~ 0' dtllnquenc~, or "Inl (9) ~thl end one (J) d.~ frOl thl dlt. of dllth, to thl dltl of P'YHnt, TIXII Nhlch ble... d.Unquent Mfor. JlnUlr~ J, 1911 bllr Interllt It the rete of .Ix (6:() p.rc,"t per IMUI calcullted It , d.lI~ rate of .0001'4. All tlXII which tHlc.. delinquent on end .ft,r January I, 19&Z will bl.r Jnt,r..t at I r.tl whJch will v.rv fr~ alllnd.r y.lr to cIlend.r VI.r with th.t r.t. InnOUnCId bv thl PA Dtp.rtHnt of AlvlnUI. ThI applicable Int.r..t r.te. for 191Z throuth 1995 .r.. Vllr Intlrllt A.tl O.IIv rnt.r..t f.etor V..r Interllt A.t. O,lIy Inter..t Fletor 1911 ZO:< ,00054' 1917 9X ,OOOU1 I9IS In ,OOOU, 1911'1991 llX ,000501 19&4 IlX ,000101 1992 9X ,000241 1915 l5X ,000556 1993-1994 7X ,000\92 1916 lOX ,OOOZ7~ I99S 9X .0002~1 ulnt.r..t II c'lcullted .. followll INTEREST . 8ALANCE OF TAX UHPAIO X HUH8ER OF OAYS DELINQUENT X DAILY INTEREST FACTOR .-Anv Hotlce I..ued .ftlr thl t.x beec... d.ll~t will r.fl.ct In Int.r..t calculltlon to flft..n (IS) diY' b.vond thl d.t. of the .......ant. If p.~..nt I. lid. .ft,r the Int.r..t coeput.tlon d.t, .hown on thl NOtlCI, Iddltlonll Interllt IN.t b. cllcuhtld.