HomeMy WebLinkAbout96-00221
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PETITION ..-OR I'ROBA TE Bnd GRANT Of' u:n'f:RS
&101" of _MARLJ,.-1'.UGLIESE___, No, -~I..~-q"_~_~~l
also knoll''' as ___,_, Tu:
Regl'ter uf \Vllh fur the
. f).'rro,U'II. Counly of ...c.umberland In .he
Sodal Srl'llrllY No. -2 6 2."._4~.:.1..Q5 6 Cmnlllonwenll h uf Pennsylvania
The pellllonof the undersigned respeclfnlly relne'enls IlulI:
Your pelilloner(,), who i'/me IH years uf IIge ur ulder nnthe execuLt:1J<
inlhe 10'1 will of Ihe nbo,e decedellt, dnled ..ApnL21
nnd codicil(,) dnled -N/A
named
. 19..-2L
(\Hlle rdl'\llnl dr~'unUllUKC'\. c.)t. fl.'lIl1fh:illllClII, tlc.nh ur C\C1:1l1ur. rlC.~
Decelldenl wns domiciled 'II death in Cumberland CoullIy, Pennsylvania, wllh
h.... I'ISI fllmily or principal residence 01 ...Bethany Vil.l.age. 325 Weslev Dri va,
Lower Allen Townshi~
(Ii\1 \Ul'Cl. Ilumhcr and 1II1lIldl'ahl)'~
Decendenl, theo _1l:L_ yenrs of nge, died ~.rJ.litr.Y. 23 ,1996
nl
Escepl ns follows, decedelll did nOl mnrry, wns Illll ~Ivorced IInd did nm hllve II child born or adopled
after execulion of Ihe will offered for probllle; wns nOlthe viclim of II killing and wa, never adjudicaled
incomllelelll: N/A
Dccendelll nl dellth owned properlY wilh e"imllled ,"Iues ns follows:
(If domiciled in I'll.) All person III properly S 300.000,00
(If nOI domiciled in I'll,) Personlll properly' in I'ennsyl'"ni" S
(If nm domiciled in I'll.) Persolllll properly in Counly S
Vnlue uf renl eSlllle In I'ennsyl'nnill S
silullled ", follows:
WHEREFORE, pelilioner(s) respeelfully
presellled herewilh IInd Ihe grnlll of lellers
reque'l(s) Ihe probme of Ihe la't will and codicil(s)
testamentary
Hl"lamrnl.1r)'; admini\lralion C.I.3.; administration d.b.n.t,t...)
Iheron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } l:lS
COUNT\' OF CUMBERLAND
The pelilioner(s) nboS'e.numed swenr(s) or uflirll1(s) (hili Ihe sllllemelllS in Ihe foregoing petition are
Irue 'lIId corre"1 10 the hes( or Ihe knOWledge nnd helieI' of pelilioner(s) and Ihal as personal represen.
IUlIS'els) uf Ih,- uhoS'e decedenl pelilioner(s) will well II Iruly adminisler Ihe eSlate according to law.
" ,~Pitl~.,.~ ~
CATHERINE KREIDER ~.
629 Cedar Ridae Lane Q
- ;;
---Mechanl~ahu"g, PA '7n~~ ~
';$
....
SWOrtl 10.,0 r. UITirtll.ed IInd subscribed j'
before me this -uelf..tL_ da) of
March 19~
15 - /DL/--j :lWd- ~8.ttr~ H,'xi.l/t"
.:---..._,............-\--~"" ~~- -
N 21-96-221
O.
Estate of
MARY J. PUGLIESE
I Deceased
AND NOW Mar.r:h 13 19.9.6-. In consideration of Ihe pelltlon on
Ihe reverse side hereof. salis factory proof having been presented before me.
IT IS DECREED Ihat Ihe instrumenl(s) dated Apr i 1 21. 1995
described therein be admitted 10 probale and filed of record as Ihe laM will of Ma rv J. PUCll i ese
DECREE OF PROBATE AND GRANT OF LETfERS
and Letters Tp.At."mpnt."ry
are hereby granted to Catherine Kreider
''J'Y}Il!l~ t'-. ~'V;" po. O/Jtp,,\
ROIIlI" or Will.
FEES
Probate, Lellers, Etc. ......... S 270. 00
Short Certificates(5) ...... .... S 1';' nn
Renunciation ................ S
x-pages $ 9.00
JCP TOTAL _ S 29~:[[
Filed......... .1:l.'1ml)..1~.,.J..!!9.6... ....
~ ;04-<JbaZ<- p-i- pud &,..;;{tJ-~6
Charles E. Petrie 29029
A TIORNEY (Sup. CI. I,D. No.)
3528 Brisban Street
Harrisbura. PA 17111
ADDRESS
(7171 <;61-1 q~q
PHONE
C:~6-;- tJO
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LAS1' WILL AND 1'ES1'AMEN1'
I, MARY J. PUGLIESE, of Bethany Village, Mechanicsburg,
County of cumberland, Pennsylvania, do hereby make, publish, and
declare this to be my LAST WILL AND TESTAMENT, revoking any and
all prior wills and codicils, in manner following, that is to
say,
FIRST, that I direct that my Personal Representative shall
pay all of my just debts and funeral expenses as soon as this
shall be practicable.
SECOND, that upon my death I give, devise and bequeath all
of my property, real, personal, and mixed, to be divided among
the following beneficiaries in the percentages indicated:
a. I give and bequeath Sixty Percent (60%) of my net
distributable estate to my niece CATHERINE KREIDER. If she has
predeceased me, then I give and bequeath her share of my estate .
to her husband, HAROLD KREIDER.
b. I give and bequeath Thirty Percent (30%) of my net
distributable estate to my brother DOMINIC SCARCHELLO. If he has
predeceased me, then I give and bequeath his share of my estate
to his wife, ANNA M. SCARCHELLO.
c. I give and bequeath Five Percent (05%) of my net
distributable estate to NELLIE CAPPELLI. If she has predeceased
me, then I direct that her share shall pass into my estate.
d. I give and bequeath Five Percent (05%) of my net
distributable estate to ST. JOSEPH'S ROMAN CATHOLIC CHURCH of
Mechanicsburg, Pennsylvania.
CERTIFICATION OF NOTICE UNDER RULE 5,GIII
Name of Oecedentl
MlIry 11~ PIIu1inan
Date of Deathl
s:'Anrn:tlry ". ,qqr,
Will No.
Admln, No.
1 (10(,_00" 1
To the Reqil~erl
I certlt( Lhat notlce'ot beneflclll lntere.t requlred by
Rule S.6(a) of the Orphan.' Court Rule. WI' .ervld on or malled to
the [ollowlng beneflcllrle. uf Lhe abovl-clptloned e.tate on
March 22. 1996 .
!i!!!!!
Addre..
Ca~hp-rinp Krp-idp-r
629 Codar Rldae LanG. Mechanicsburg, PA
17055
1001 Nnnrn~ Orivn. Condo 11.'Mechanicsburg,
PA 17055
1~7 Arnhn AvonuQ, Hershev, PA 17033
nnmini~k ~~~r~hAl1n
Npl1ip ~1IPDP11i
~~. ,TnRPph i.R ~;:!It:hnl i... ~hlJr~h
F.. SimDRon Road. Mechanicsburq, PA
17055
per.ona entltled thereto under
Notice haa now beln glven to all
Rule S.6(a) except Nnn~
Datel
J / .n. / {4,
/:-4....-4 /' ~
Slqnaturo
Nam. Charles E. Petrie
Addu.. 3520 Drlsban Street
lIarrlsbura, PA 17111
Teilphonel7117 561-1939
Capaclty.
per.onal Reprlsentative
Coun.el for personal
rlpre.lntative
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RECEIVED FROM: ASSESSMENT AMOUNT
CONTROL
NUMBER
'I
PETRIE CHARLES E 11)1 ."o,~!O.e9
3:529 BRI6BAN ST
HARRISBURG, PA 17111
10CD HlIf 10CD HlIf
ESTATE INfORMATION:
B LE N MIER
21-1996-0221 saN 262-44-70:56
II NAME Of DECEDEN I T) I" ST) Mil
PUGLIESE MARY J
II DATE Of PAYMeNT
II POSTMARK DATE
COUNTY
CUMBERLAND
DATE 0 DE
m TOTAL AMOUNT PAID $40,:520.99
REMARKS CATHY KREIDER VZ
C/O CHARLES E PETRIE ESO
SEAL CHECK" 114 RECEIVED BY
REGISTER OF WILLS
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. COMMONWEALTH Of rENNSYLVANIA
DErAITMENT Of I!VENUE
DErT, 210601
HAIII$lUIO, rA 17121-0601
DECEDENt'S NAMElLA . PlUt, AND MIDDLEINI1lAlI
RE\1uoo EX+ 17.Q"1
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Illlf~
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15 -/04 -( (
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fOR DATlSOf DIA'H AfTIR 12/3'191 CHICKHIRI
If A SPOUSAL
POVIRTY CRlDIT IS CLAIMID 0
fiLl HUMIIR
J.../
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
q(p
.;2. .:2...1
NUMBER
COUNTY CODE
YEAR
DECEDENt'S COM-pml AOOUU
15
lil
III
a
325 Wesley Drive
Mechanicsburg, PA
II' Ar'UC.l.UJ SUIVlVIHO II'ClUU'1 HoUIlll..I!, 'IU1 ANO MIDOI.' INITlAll
Bill. Original R.'um
o ~. lImlltd E.'a'.
o 2. Supplemenlal Relurn
o 3. Remaind.r R.turn
(lor do'.. 0' d.olh prior 10 12.13.821
o 5. Fed.ral Eslate To.. R.turn R.qulred
Ga 6.
o "a. Fulure Inter.st Compromise
(lor do'.. 0' d.olh af,or 12,12.B2)
Oec.d.nl Olld T.lIat. 0 7. Oec.d.nt Maintain.d a living Trust
(A"ach copy of Willi IA"ach copy 0' Tru.')
'AHQ'COIOIIlImlAtrAIUNI'OaMA11ON SflOULD II,DIIIICYlO'lOlffi:~>f}{'S'Ti"r.:,\;t )'?'i;;:i,
COMPUll MAILING ADORUS
0- 8. Total Numb.r of Safe O.posit Bo....
t'l15
a:a
a:z
82
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f,.,._,___.4....~..."i&.:.....l,._...;.J....
HAM'
3528 Brisban Street
Harrisburg, PA 17111
Charles e. Petrie
tElEPHONE HUMllI
Z
a
5
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III
a:
1. R.al E,'alt (Sch.dul. AI II )
2. S'oclca and Band. (Sch.dul. B) (2 I
3. Oo..ly H.ld SlocklPartn.nhlp In'.".' (Sch.dul. q 13 )
~. Mortgog.. and No'" Rec.lvabl. ISchedul. 0) ( ~ I
5, Cash. Bank O.posits & Misc.llon.ous Penonal Property (5 ) ~ 04 . fi 1 R . ~ R
ISch.dul. E)
6. Jolnlly Own.d Prap.rty (Sch.dul. FJ (6)
1. 'ran.l.n (Sch.dul. G)ISch.dul. L) (7)
8. To'al Grall AII."('0'01 lIn.. 1.7) (B)
9. Funeral Exp.nsel, Adminlstrativ. Costs, Mlsc.llaneoul (9) ~ . R ?? d 7
Exptn... (Sch.dul. H)
10. Deb.., Martgog. 1I0bill'i.., 1I.n.(Sch.dul. 11 (10) 1 .47? 7?
11. T 0'01 Deduction. (Iolollln.. 9 & 1 D) (11)
12. N., Volu. of E,'ol.llIn. B mlnu.lin. II} (12)
13. thorilabl. and Gov..nm.n,ol Boqu....(Sch.dul. J) (131
lA. N., Volu. Subl.ct 'a Tax (lIn. 12 mlnu.lIn. 13) IlA)
15. Spou.al Tran".n (lor dolt. of d.olh ah.r 6.3o.9~)
s..lnstrudions far Applicabl. Perc.nlag. on R.....n. (15) )C._=
Sid.. (Includ. valu.. from Sch.dul. K or Sch.dul. M.)
16. Amaunl of lIn. 1 ~ loxabl. 01 6% ra" (16) x .06 =
(Indud. values from Sch.dul. K or Sch.dul. M.I
17. Amaun' of lIn. lA loxabl. 01 15% rolt (17) ? R4 . 'l <; 7 . 1 3 x .15 .
(Indude values from Sch.dule K or Sch.dule M.I
18. Principal lax du.(Add loxlrom lin.. 15, 16 and 17.) (18)
19. Credils Spousal Po....rty Credit Prior Payments Discount Inleres'
+ + 2.132.68 - (19)
20. If lIn. 19 II groa'or Ihon lIn. lB, .n'or Ih. diffor.nct on lint 20. Thll II ,h. OVERPAYMENT. (20)
aD
2.132.68
'ln4.fi1R 4R
c; ?Oc; 19
2Qq.'l?'l.?q
14.Qfifi Tfi
?Rdf~e;.'7 ,~
4?rfi<;'l <;7
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Chec'-. helc if you OIC fcqut..!oting 0 u,'(und of you, ovcrpayment.
1211
(21AI
(21B) _40,520.8.9
21. If line 18 is gr.aler than line 19, .nter the diff.renc. on line 21. This is Ifl. TAX DUE.
A. En'er Ih. Inler,,1 on the balanc. due on lIn. 21 A.
B. Enter the total of Un. 21 and 21A an line 218, This il the BALANCE DUE.
Mak. Check Payable tOI Reglster of Will., Ag.nt
5'1(11: .:V" ~;\;. yll SURI to ANSWIR ALL QUImONS ON REVIISI SIDI AND to R&CHICK MAtH. ' . "... r)>>',t,' .;:"
Und.r p.nalti" of p.rlury, I d.c1are that I have .xamined this relur", including accompanying schedules and "alemenls. and 10 Ih. best of my knowl.dg_ and b.lief.
itll lru., correct and compl'I', I d.dar. that all real .state has been reported at true marlet valu.. Declaralion of preparer other than Ihe p.nonal representalive is
based on all information of which prepar.r has any knawl.dge.
SI AtUll Of 'U~N IUPONSIILf 'OR 'llING Rl1UIN ,lOOIUS ~ DAn
.5"-J.l .9/-
DAn Ji2-
Jr::. J/~ Hc_,~/. ".,..., '" I"" )..U . 7.(
Act '48 of 1994 provld.. for the r.ductlon of the tax rat.. Impolld on the n.t valu. of tran.f.r. to or for
the u.. of the .pou... Th. rat.. a. pr..crlb.d by the .totut. will b.:
. 3~ (.03) will b. appllcabl. for ..tat.. of d.c.d.nt. dying on or aft.r 7/1/94 and b.far. 1/1/96
. 2~ (.02) will b. appllcabl. for ..tat.. of d.c.d.nt. dying on or aft.r 1/1/96 and b.far. 1/1/97
. 1~ (.01) will b. appllcabl. for ..tat.. of d.c.d.nt. dying on or aft.r 1/1/97 and b.for. 111/98
. Spou.al tranal.rs occurring on or aft.r 1/1/98 will b. .x.mpt from Inh.rltance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred, .......................................................
b. retain the right to designate who sholl use the property transferred or irs income, ...............
c. retoin 0 reversionary interest; or ...................................................................................
d. receive the promise for life of either payments, benefits or care' .......................................
2, If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate consideration' If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration'............................................................................,....................,.
3. Old decedent own on 'in trust for' bank account at his or her death.......................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COM~~~o; Sp~,~~~~ G AND FILE IT AS PART OF THE RETURN.
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PI.a.. Prlnl ar Tle.
IlE NUMBE
COMMONWIM'~ O'~INNV"UANIA
INHIII I fA In IN
1111 N ole OIN
.
,
Mary J. Pugliese
IAIl ".,.rty 1oI.~_4 with lho RI,hl .1 Surul..nhl, ...,1 b, 41111...4 ,. S.ho4.1, '1
ITIM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1. Trust fund at Pennsylvania National Bank $302,224.65
2. State Farm Insurance Refund 22.18
3. Cash on hand 20.00
4. Blue Cross refund 117.55
5. Bethany Village Nursing home refund 2,234.10
S 304,618.48
(Attach oddillonal8Ya- )( 11- sh.els if more 'pac. I. n.eded.)
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
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CO/AAIOHWIAlIH D. PlHHmY.HI.
IHHllltAHCllAlllllUIH
IUIDIHIDICIDIHI
PI.all Print or T .
.
,
Mar
ITIM
NUMBER
AMOUNT
DESCRIPTION
A, Funeral Exp.nllll
551.11
175.00
Funeral luncheon
1.
Clergy Fees
Admlnlltratlv. Calli I
Personal R.p....ntaIlYl Commlnlon.
Sodol S.curity Number of p.rsonal R.p....ntatiYl:
V.ar Commlnlon. paid
B.
1.
2,500.00
Attorney Fe..
2.
family Exompllon
Claimant
Add.... of Claimant at d.c.d.nt'. d.ath
St...t Add....
3.
R.latlon.hip
Stat. Zip Cod.
City
.4. Probate Fe..
C. Mllc.llan,oul Exp.n,ul
1. Income Tax preparation
2. Estate of checks
3.
.4.
5.
6.
7.
B.
299.00
282.00
15.36
5 3,822.47
TOTAL (Also .nter on lin. 9. R.capitulatlon)
(If more Ipac. II n"d.d, Inllrt additional Ih"ts of lam' Ilz.,)
l
.. I
Irv,lJU ,.. p.t1J
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COMMOHW'AtfH or ,ft4NlYlYANIA
......nAHa 'AX llTUIN
IIIfDIH1' DlCJOIH'
SCHEDULE J
BENEFICIARIES
"
ISTAR OF
FILE NUMBER
Mary J. Pugliese
ITIM
NUMBIR
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
I.
A. Taxablo B.quo.,,,
Catherine Kreider
629 Cedar Ridge Lane
Mechanicsburg, PA 17055
Niece
60%
2.
Dominic Scarchello
1001 Monroe Drive, Condo 11
Mechanicsburg, PA 17055
Nellie Cappelli
157 Areba Avenue
Hershey, PA 17033
Brother
30%
3.
None
5%
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
8. Charitablo and Gavornm.ntal Boqu..t"
I.
St. Joseph's Church
C/O Roman Catholic Diocese of Harrisburg
Box 2153
Harrisburg, PA 17105-2153
5%
TOTAL CHARITASLE AND GOVERNMENTAL BEQUESTS (Alto .nter an lino 13. Recapitulation) S
(II mare .pac. I. noodod, In.." additional .hu'. 01 .amo .1.0)
LAST WILL AND TESTAMENT
I, MARY J. PUGLIESE, of Bethany Village, Mechanicsburg,
County of Cumberland, Pennsylvania, do hereby make, publish, and
declare this to be my LAST WILL AND TESTAMENT, revoking any and
all prior wills and codicils, in manner following, that is to
say,
FIRST, that I direct that my Personal Representative shall
pay all of my just debts and funeral expenses as soon as this
shall be practicable.
SECOND, that upon my death I give, devise and bequeath all
of my property, real, personal, and mixed, to be divided among
the following beneficiaries in the percentages indicated:
a. I give and bequeath Sixty Percent (60%) of my net
distributable estate to my niece CATHERINE KREIDER. If she has
predeceased me, then I give and bequeath her share of my estate
to her husband, HAROLD KREIDER.
b. I give and bequeath Thirty Percent (30%) of my net
distributable estate to my brother DOMINIC SCARCHELLO. If he has
predeceased me, then I give and bequeath his share of my estate
to his wife, ANNA M. SCARCHELLO.
c. I give and bequeath Five Percent (05%) of my net
distributable estate to NELLIE CAPPELLI. If she has predeceased
me, then I direct that her share shall pass into my estate.
d. I give and bequeath Five Percent (05%) of my net
distributable estate to ST. JOSEPH'S ROMAN CATHOLIC CHURCH of
Mechanicsburg, Pennsylvania.
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AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
WE, CHARLES E. PETRIE and CATHERINE KREIDER, the witnesses
whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we
were present and saw testatrix sign and execute the instrument as
her LAST WILL AND TESTAMENT; that MARY J. PUGLIESE signed
willingly and that she executed it as her free and voluntary act
for the purposes therein expressed; that each of us in the
hearing and sight of the testatrix signed the will as 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.
Sworn or affirmed to and subscribed before me by CHARLES E,
PETRIE and CATHERINE KREIDER, witnesses, this 21st day of April,
1995.
('~J/~
WITNESS
d)'/&t (2
NOTARY P IC
/-)
( /'/h,/
NOT.\RlAL SEAL
KELLY R PE7R!E. NOlO,,! PU~liC
Pa).:"1:'il) 6'1". D~lUr.nin C~nty
Mv Cor.,:r.~~!'r::'Ji.'i:~':.:1.}2!: 2~L~.
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COMMONWlALTH OF PlNNSYLVANIA l
COUNTY OF OI,IUSfttQI DAUPHIN J
u:
_GAXI:lER INE_!<~.IU IJI>_L____
being duly -!lW0J:n---- according to law, depo..s and says that sha i B the Exe.c,\ltJ;i.x
_,___ of the Estate of Mary J. PUQl1eBe
lot. of _Lower ,Allen _Township, , Cumborlond County, Po" d.c....d ond thot the
within Is on Iny.ntory mode by ---..CATHERINE KRF.TDER.__ ----, the said EX9C"1t"lv
of the .ntlro estote of sold docedent, consisting of oil the personol prop.rty ond r..1 estoto, e.cept r..l estote outside
the Commonw..lth of Pennsylyanio, and thot the figures opposite each Item of the Inyentory ropresent It's fair yalue
os of the date of decedent's deoth.
~vnrn t:.n
ond subscribed before me.
{)dJ.u-~~,-:J~ C;~~
b.cutor . Admlnhtr.lor
629 Cedar RidQe Lane
NOTARlA~ SEA~
K!~~Y R. PETRIE, Nollry Pub!'
Phllng eo.. D' IC
, . o. Oupltln Counry
mrtll Slon E. 'tel Jon. 21, 1991
Dete of Deoth 23
DIY
---Me.chan~ur9' PA 17055
Addr...
February
Month
1996
Vllr
INSTRUCTIONS
I. An inventory must be filed within three months aft.. appointment of personal representative.
2. A supplement inventory must be filed within thirty deys of discovery of additionol asseh.
3. Additlonel sheeh mey be atteched os to personalty or reolty
4, See Article IV, Fiducleries Act of 1949.
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Inventory 01 the real and personel estate 01
MARY J. PUGLIESE
deceased
1 . Trust fund at Pennsylvania National Bank 302,224. 65
2. State Farm Insurance refund 22. 18
3. Cash on hand 20. 00
4. Blue Cross refund 117. 55
5. Bethany Village Nursing Home refund 2,234. 10
6. Travelers Nursing Home Insurance 5,400. 00
7. Interest on cheCking account 290. 48
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RIV-1147 EX AFP (12091*
CQfIOMALTH IW PrHNIYlVAHla
D(JI<YMr:NT or RfV[Q
IlItfAU DP' INDIYIDUAL rAXU
Of". 11'61 I .
HAII.lIURO. PI 171,..0.01
/5-ltJ<!-I/
(.' 1,/'
HOTICE 0' INHEftITANCE TAX
A~~ftAISE"ENT, ALLOWANCE Oft OISALLOWANCE
0' DEDUCTIONS AND ASSESS"ENT 0' TAX
ACN 101
DATI 09-10-96
FILE NO.
DATI OF DIATH 02-23-96 COUNTY CUMBERLAND
HOTE. TO INSUftE ~ftO~Eft CftEDIT TO YDUft ACCOUNT, SUB"IT THE U~~Eft ~OftTIOH 0' THIS 'Oft" WITH YDUft TAX
~AYHENT TO THE ftEOISTEft 0' WILLS, "AKE CHECK ~AYABLE TO "ftEOISTEft 0' WILLS, AOENT"
REMIT PAYMENT TO:
CHARLES E PETRIE
3528 BRISBAN ST
HBG PA 17111
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AlIOUnt ft..Ht.d
,I
CUT ALONQ THIS IlINE .. RETAIN LOWER PORTION FOR YOUR 'RECORDS ....
RiWis4rEX--Ai=inrZ-:9.5Y-iioYicE--oji-YHHEifiiAiicE-l:iiin-ppRA-iiiEiiiiir;-ALl"ciiiAiicE-iili-om--------.o--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PUGLIESE MARY J FILE NO. 21 96-0221 ACN 101 DATE 09-10-96
TAX ftETUIlN WAS. (X I ACCE~TED AS FILED
I I CHANGED
RESERVATION CONCERNINQ FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. ft..1 E.t.t. ISchedul. Al III
2, Stock. end Bond. (Schedul. BI (21
S. Clc>,.ly Held Stock/~.rtner.hlp Int.r..t (Schedul. CI ISI
4. Hod_oIHot.. ft.c.ivobl. (Schedul. 01 141
5. C..hlll_ IIepodhIHho, P.r.on.l Proporly (Schedul. .EI 151
6. Jointly Owned Property (Schedul. Fl. 161
7, Tron.f.r. ISchedul. 01 171
I.' Tot.l A...t.
,DO
.00
.00
.00
304,618.38
.00
.00
III
304,618.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
t 3,822.47
9.. Fun.r.l Exp.".../AdII. Ca. Illthc. Expen... (Schedule H) (9)
10. IlebhlHod_ LiobUiU../U.... (Sch.dul. II 1101 1.472,72
11. Tot.l Deduction. (111
12. Net V.1ue of Tax R.turn 1121
15. Choritobl./Gcv.rnoent.l B.qu..t. ISch.dul. JI 1151
14, Not V.lue of E.t.t. Subj.ct to Tax 1141
NOTE: If an a.......nt was i..u.d prBviously, linBs 14. 15 and/or 16, 17 and 18 will
refl.ct figur.. that includ. the total Of abh rBturn. a......d to dat..
ASSESSMENT OF TAX:
15. Aocunt of Line 14 .t SPCU..1 r.t. 1151
l~,'Aocunt of Line 14 t..obl..t Lin..l/~I... A r.t. 1161
17. Aocunt of Line 14 t..obl. .t Coll.t.r.l/Cl... B r.t. 1171
II, Princip.I Tax Due
TAX CREDITS:
PAY"ENT
DATE
05-23-96
I; .,ql; 1 Q
299,323.29
14.966.16
284,357.13
.00 x,OO.
.00 X .06.
284.357.13 X .1s"
nil
.00
.00
42.653.57
42.653.57
RECEIPT
HUllBER
AA1l2869
DISCOUNT 101
INTEREST I-I
2,132.68
A/1OUNT PAID
40,520.89
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
42,653.57
.00
.00
.00.
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FDft CALCULATION OF ADDITIONAL INTEREST.
.-'..-,--.-".-.........---
IF TOTAL DUE IS LESS THAN .1, HO PAY"ENT IS REQUIRED.
IF TOTAL DUE I~ REFLECTED AS A "CREDIT" ICRI, YOU HAY. BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,I
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RESERVATION. Estat.. of decadent, dying on or before o.c.-ber lZ, 1'.' e_ .f ~y lutur' Int.r..t In t~ ..t.ta I, trln.f.rred
. In po.....lan Dr enJoYHnt to el... I (catht"sU tMntflc1erl.. of the decedent aftar tt. Ixplntlon 0' MY ..t.ta 'or
111. or for YNrI, tM eo.onwalth hereby IJQlr8I1h' r...rv.. the right to appnha ..... ...... tnns'.r Inherlttnel ,....
at the l...ful Ch.. . (coUat.rIU r.t. on ."y such future Intar..t.
PIJIPllS[ '"
NOTICE. To fulfill thII requlr""'U 01 s.cUon 2140 of the IMirltMCI .net Esbl, Tn Act, Act IZ of 1991. 7Z P..S.
Section 214D.
PA\1tEHT1 Detech the top portion of thl. MoUe. and suMlt ..lth your P.~t to the R.ght.r of "Uh printed on the nye,.. slde.
__..... check or .".y or.r PlvMl. tal REGISTER OF MILts, AaEHT
AU P.~tI recalved lhell flr.t be epplled to eny lnt.r..t which MY be due with WlY r...!nder eppl1l1d to the tax.
REf\ICD (eA)! A r.f\.nd of . tax credit, ....tch .... not r.....ted on the Tax ..turn, ..y be r......ted by eMIIlatint ." "application
for Adund of P....aylVWII. InherltW'tCe end E.t.te Tax- (REV-lSlS). AppUcaUon. .r. av.Ullbl. .t the Dfflc.
0' the R....t.r of Will., any of the 23 Ravanua DI.trlct Offlc." o~ by c.lllng the .pecl.1 Z.-hour
answering ..~Ica ~r. for 'or.. a~~lngl In p~,Ylvanl. 1"Ioa-56z-za5a, out.lde PannlJlvenl. and
within local Harrlsburl .r.. (717) 717-Ia94, TDOI (717) 77Z-Z~Z (Hearing I-r.lr~ Only).
DIJECTIONSI My ,.rty In Int.r..t not ..t..,led with ,the IIPPr.........t, .11OM.,ca or dl..Uowanc. 0' daduCUon.. or ........,t
of to: Clnclucll.. dlacount or Inter..n .. shawl on thl. Notlc. w.t object within .lxty UaJ day. of receipt of.
this Notice by.
--wrlttan prat..t to the PI. Dep.rtMnt of A.v........, ao.rd of Appall, Dept. zalan, Harrlsburll. PA 17UI-IaZ1, . OR
-"election to have the ..Ue~ dataralnad .t Mldlt 0' the IICCCd'lt of the perlOftlll npra....t.tlva. OR
".appaal to the Orphan" Court.
_IN
ISTlUTlVE
CORRECTIONSI
DISCOUNTI
FlMtual arrare dlscovared on this .........,t should be Mktr..nd In writing tal PA Dep.~tMnt of RevMUl,
Bur.au of Individual T...., ATTNI Pa.t A.......,t R.vl.. unit, Dept. Za06al, Harrl.burg, PA 171ZI-a601 .
Phone (717) 7'7-65a5. Sea p-os S of the booklet ~In.tructlon. far Inharlt8nC' 'a. Aeturn fa~ . A..ldant
Dacadent~ (REV-1501) 'a~ an .xplan8tlon of ~lnlatratlvalY correctable .~rar..
If MY tv due II paid within thr.. (3) c.landlr aonth. aftar the dec.t'. Math, . flve pa~c."t (n) dlacCM.r\t of
the t.. p.ld la .11uwd. '
INTEREST I
The 15% tax ..,..ty non.partlclp.tlon penalty II CDllPUtad an the tat.1 of tha tax and Intera.t ......ed, and not
paid before JanuIIry 11, 1996, the flnt d.y aftar the end of the t.. .....ty ptIr1od. Thh non.partlclp.tlon
,.,..ltv .. .....1I0le In the .... ...-wMIr and lJl the the .... tI.. period .. you would ~I the tax rod lntere.t
tNt has been .....nd .. Indlc.ted on this notle..
Intaraat .. charged bagl,.,lna with flnt d.y of dallnquMCy, or nine (9J MM\th. and ana (1) d.y fru. thI ct.t. of
death, to the dIIt. of p~t. Tax.. which bee... delinquent bafar. Jenuary 1, 19aZ bear Int.r..t 'at the rat. of
.Ile (U) percent par .,..,.. c.lculatlld It . dally nta of .aaal". AU tax.. which bee... delinquent on and after
.January 1, I9IZ ..111 be.r ,Int.r..t .t . rat. which will vary fru. calendar y.ar to c.lllf'MMr y..r ..Ith that rat.
announced by the PA Departsant of A.venue. The appllcabl. lnt.r..t rate. far 19aZ through 1996 .rel
PENALTY.
'!!!!: Intar..t Rat. DallY Int.r..t F.ctar !!!! Intenlt A.ta U.lly Inhr.1t Factor
191Z 'OX . GaDS" 19.7 'X .DODZ"
1915 16% .aaau. 19aa-I991 llX .aaa5Gl
19" llX .oanGl 199Z ,. . .aoaZ47
1915 ISX .Gan56 199'.1994 7X .DOGl9Z
1916 lOX .aGaZ7. 1995.1996 ,. .DOGZ47
--Int.ralt la calculated a. fallOM.1
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
-.AM Notlc. hlUed,aftolr the ia. bleaM' delinquent will raflect an Intera.t c.lculatlon to flft..., (151 dayS
beyond the date of the ......sant. If p.~t Is ..... ,.ft.r the Inten.t coaputeUan data IhaMn on the
Notice, additional Inter..t .u.t be c.lculatld.
JRD/June 30, 1992/17858
REGISTER OF WILLS
Cumberland Counly Courlhousc
One Courlhouse Square
Carlisle, PA 17013
NOTICE PURSUANI' TO RULE 6,12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: CHAHLI::S 1::. PI::'l'Hll::, 1::5Q. t
RE: Estale of MAHY .1. PUG!. lESE , Deceased, Late of
IoOWI::H ALI,EN 'l'WP
Estate No.: 21-1996-0221
Date of Decedent's Death: 2-23-96
Pursuant to Rule 6.12, the above named personal representative or the above named anomey, if
applicable, within two (2) years of the decedent's death, and.annually thereafter until administralion is
completed, is required to file with the Register of Wills a StalUs Report as required by Rule 6.12, in
substantially the prescribed form. showing the date by which the personal representative. or anorney, as
applicable, reasonably believes administralion will be completed. The purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Cleric of the Orphans'
Court, u appropriate, within ten (10) calendar days after the date of this Notice that the Regisler of Wills
is required to DOtify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that AId Court conduct a hearing to detennine whether sanctions should be imposed upon the
delinquent peaonal representative and the delinquent personal representative's counsel, if any.
AccordiDgly; If:thc requisite Status Report Is not filed by 3-'30, 19_, ~ are hereby
Idvlsed that I request will be submined to the Court In accordance with Ru)e 6.12.
Date:
3-17-98
Distribution to Estate File
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