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Home My WebLink About96-00520 PETITION FOR PROBATE IInd GI~ANT OF LETTlms No, .___J.._~:L~_:_~0(L_ To: Itcgistcr or Wills tilr thc County or Cumhcrlaud inthc Comlllonwcnlth or I'cnnsylvnnin 1:\'"1<' IIf .lubn A, Zlllu 11/.\/1 k"ol\'lI CI.\ IN'A), /)"('<'11.1<'.1. Socilll .\h'lIrit)' No, 20H-14-9421 l11c pctition orthc undcrsigncd rcspcctlillly rcprcscnts that: Your petitioncr, wbo is I H ycars or ngc or oldcr and thc cxccutrix namcd inthc last will orthc ahovc dcccdcnt, datcd Murcb 27, 19HO.nnd codicil(s) datcd NONE, (\tJlll: n:IC\1U11 ciU;UOI\I,Ull.'C,'!t, c~. h:lll1l1dalltlll, tk,lIh ul ('\c~ulilr. th:) Dcccdcnt was domicilcd at dcath in Cumhcrland County, Pcnnsylvania. with his last tiunily ur principal residcnce at 1314 Ouk LIlIIC, llurouJ:b of Ncll' CUlllhcrlund. (Ii\1 \In'\:t, lIumhcr nnd 1I1l1nidritlil)) Dcccdcnt,thcn69 ycars oragc, dicd Muy 24, 1996. at 1314 Onl\ LUIIC, Ncll' CUlllbcrlulld, l'cIIIIsylvulllu. Execptas 1'011011'5. dcccdcnt did notmaIT}', \\'as not divorccd and did not havc a child boll1 or adoptcd aftcr cxccution orthc will otTcred ror probatc; lI'as notthc victim or a killing and was ncvcr adjudicatcd incompetcnt: NO EXCEPTIONS Dcccdcntat dcath oll'ncd property with cstimatcd valucs as 1'011011'5: (Irdolllicilcd in Pa.) All pcrsonal property ()rnot domicilcd in Pa.) Pcrsonal Propcrty in Pcnnsylvania ()rnot domicilcd in Pa.) PcrsollalProperty in County Valuc orreal cstatc in Pcnnsylvania situatcd as 1'011011'5: NtA s s s s 10,000.00 0,00 0,00 0,00 WIIEREFORE, petitioncr respectrully requcsts thc prohatc or thc last will prescntcd hcrewith and tbc gmnt orlcllcrs tcstomcnlnry thcreon, (l~L'mcntu)'; aJmini\tralinn CI:I. oominhlrnliun d h neta} ~ ,c.' .J':-jt 1. /IIJU." ,., .-irt.!: '!'2U,/>_)_l.t~'f<:) FLORENCE LORRAINE zlno / 13 14 Oak Lane Ncw CUll1berland. Pcnnsylvrulia 17070 -~~-.._- .-- _____.-~____ _ _____~u___ OATH OF PERSONAL REPRESENTATIVE } 55 COMMONWEALTII OF PENNSYLVANIA COUNTY OF CUMBERLAND TIlc petitioncr abovc-namcd swcars or aflinns thatthc statcmcnts inthc rorcgoing pctitionnre tmc and COITCCtto thc best orthc knowlcdgc 1nd belicrorpclitioncr and that as pcrsonal represcntntivc orthc above dccedcnt, petitioncr will II'cll and tndy administer thc cstatc according to law. _ . 511'0111 to.or aflinncd lUld subscribed berO,re IIIC ,{ 'j i (1-....( '" '. .;:1... .;..-; , : "'- -{c....ib this d'J'~dayor (i(,;.:,~ ,19~ I \ / . '. ~.. j . ) . 1') ~'l t I, ( . . II ,. .L~ ~ (it,. ~t " ~'I R '.1 . '0.1 ul" {/ I e~ISI(!r .' III""'" 01\' '*, 21-96-520 111i. i. III ,.nif)' lhallhi. is a 1m. lOP)' IIf Ihl' '1'~II.nl whid, j, 1111 fill' illlh"J~""."~)'II'"I~a. ()jvj~io~'of Vi!a~ I~\II'J~ ill acc~c. with Act 6ft. 1'.1.. WI. al'l,,"n,1 by Ih" (;",,",.11 """,,,hly.JulI" 2'1.1115\. WARNING: Ills Illegal to duplicate this copy by photostat or photograph. Fe" fo, Ihi, \\'"ifi,al". s~ ~!I~ Cha,b HlI,d"\le, Slale Re);ima, 3871534 JUN 1 P 1996 Dale Nu. :_---&.. ~. - HIM ,,~r... 11'. COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HUllU' YITAlREconos CERTIFICATE OF DEATH ""'"'" .. "."NUl' "loCK" """"_11I 'J(J(tAlS,HlJAtfyOfl.NtlIIll . 208 14 "AW( Of 01(101"'..... u.~.. ,M, 1_ John Anthony Zilla .01....-..- UNO"'''.'''' - !'"' 69 ... ! C()UOtll'UfOlAH u. . Mnlf! 9421 DAl[orL~Il._I""_, t. H.1Y 21., 1996 IolIlIHll'\.otlU.lC,....., "'-"CIUI'OlAl.....:_............. _-..........,_..... .llIonlfl'...",.'......"PA HO\I'ItAl ~orthtlmberlnnd, ...._D ,.,C1t1,..I6AIOI;.."""__....._~, 17010 1314 Oak Lnne, flew Cllmberland,PA cj.J Cumberland D( Ill(Pf "'11)~0CC\INI00t -- -..--..- To!'.m~r'&":,-:-M' Lorraine Phillipa _L\l..wllS.y..... --...- ao..c..~~ Harried ................ .,-,.....-- i i 13ft. Onk l.anC! ..New CumbC!rlnnd, rA 17070 '..H{It'''A''''....''....t~ , Michael An elo Zilto ....OIUoIAltl....\Il'~ Lorraine r. Zitto WI"IOOOf" Do I()Ol O ....,l?1 e.-O "--__$l..1J ~ 0--"""",,",,, " ~ - ~.. Cumberland --.' 11..['9::........:::.:::.. New Cumberland U01H1Il1'It.IoIf".. "'''..___ " Jenny Rose Durso ..,omo.,., l'*"'UItQADORrS.$._ \,...-:sa- l..~ 131t. Onk I,ane, N(>w Cumberland, I'A 17070 "'''''10f"0rSI'0SI11Ol\I..........'-Jc.-y \cc.uIlJl'l'~"''' t.CrolIt .00-"-<,. Riverview Cemetery ,~orthumbcrland, PA 178S7 ....""JIfO.otlOAI:u.or'AClUn .Stone&HurroyF1I408 3rd St New Cumberland,PA 17070 lIClltK_" DallolGOlfO -...- n. DAlIOlDoV'OSlIIOIf _r.,_, "H.,y 28, 1996 lIe.,.St_II FO 0123/.2-L .......--........- ---..- .....!ICASf.,.,.,._OIO""U<Al.."""'l~III ~O _pc .--.ffiCI1'C>~~.\'" ~ 1lUI101UI"'.t~lJlIl>t(.(l1 ...-.-. ........- '--- ! ",,,", oo..............__~._... ...............~-......"""' DOlIO~AS'CCl'i'.t'JlIII'.(l)Il OUIIO,-""AWGllJllII,..tU. . ...t"'.IJ~"~1 --.u.t f'IIIlOlIllO ~1'lQJlIorCAUSf Ot'O(JIf)f\l -'''OID1.&I" PAI'OI~" _..n.,....' IlflI(lJIlKNA' _,a_, lJ(SC'-.~Ift.VI,oc..c~o ~ rJ u U r.J ~fl.~' .._...2':...__." ~..,......." ... .-. -~ ... 0....0 ~- ......,...--..- .. IOC"flOl\ll'\.l_ C'V'-o "'""' - ..... [J....~ ... U ,.. [J till. I.. U"'''III1.u-I__ .CI"''''M""IICIA'''"'..._.........._,J___..'............I''...........'...............-_l'' ,....-......................-...__....1_..__.......... . . . ..~ ~......--- " .....""'...."m.lI.."I\.~'~'I"I ;'4 .,. \dlI1~ .~ UV- . lOC'''''''"'':('I.1I fSDltl.D...\."':r"Pr'"" [J "._02l:l('l'J1\::_ I~ '5-L''''1~ "''''''.-..o.t'(lnI'.orl'f''SNoIl'WHOCOOW\lllOCAUS(~Dl''f'' '-lrl',.,...........Hichitel E. Klein, HD rJ 425 N21st Str~el ~u;;I~~ I ~ J ., l"tC"'tOAHOClllt"'INO""IICl............_,..........""I_.",...._....,... ......, ,......-........................-..........-..... -,.....---.....-..-...-"..- 'UtOtC.ll,aMII!I/IICOItOHlJII 0111"- .................,............IM..,,,.,.....WO....,....-.,,..lfItICl"".. "I"".........'......,.M.._... '.1fII '......'1.... 11.-'..""............,..........,...............................u...... ......................... ... ... "lC"!IIIW1ISo1GIt"'UIIl-...o~ ito""'J/......J.A ...;nz ~ 7"'- ~LJ.!J ""c.. , n:l '('0 ol l' fr ,. I') ~- ... '- r(.~ l"I ~ I U OW- n: 'JJ ~h ii, :5 GC,) ~ ~ .... '\ . , . VlILL OF JOlIN A. ZIT'ro I, JOliN A. ZIT'ro, of the Borough of New cumberland I County of CWlwcrland, and state of Pennsylvania, declare this to be my last will and revoke any ~lill previously made by me. Item I. I direct that all my just debts dnd funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, ~nlether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. Item II. I give, devise, and bequeath to my wife, FLORENCE LORRAINE ZIT'ro, all my possessions and estate of every nature and wherever situate, provided she survives my death by sixty (60) days. Item III. Should my said wife, FLORENCE LORRAINE ZITTO, predecease me or be deceased on the sixty-first day following my death, I give, devise, and bequeath all of my possessions and estate of every nature and wherever situate to such of my issue, per stirpes, as survive my death by sixty (60) days. Item IV. Should any of my issue entitled to a share of my estate not have attained the age of 25 years at the time for distri- bution to him or her, I devise and bequeath the share of such issue to n~ hereinafter named trustee, IN SEPARATE TRUSTS, to hold, manage, invest, and re-invest, the shares so received, and the accumulation of income thereon, and to use and apply from time to time such portion of income and principal thereon as it thinks proper for the comfortable support, maintenance, health, \velfare, and education ~ ~ '. . . " of the issue without regard to the i'.JUue' s parent' u abili ty to provide such support or education, or to make payment for such purposes, ~/ithout further responsibility, directly to such issue or directly to such issue's parent, or directly to any person taking care of such issue. Any principal or incanc not so applied shall be distributed to such issue when he or she attains the age of 25 years, or if he or she dies prior thereto, to his or her personal representative. Item V. I appoint my daughter, LOU ANN ZITTe, trustee of the trust or trusts created by this my last will. In addition to the other powers and authorities granted to my trustees by Pennsylvania Law and by the preceding paragraph of this my last will, I hereby give my trustee the following special powers and authorities: A. To retain any or all of the assets of my estate, real or personal, without regard to any principle of diversification, risk, or productivity. B. To invest and re-invest in all forms of property without restriction to investments authorized for Pennsylvania Fiduciaries, as they deem proper, without regard to any principle of diversification, risk, or productivity. C. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as they deem proper and in the best interests of the beneficiary or beneficiaries of said trusts. - CEIn'IFICATION OF N()TICI~ UNrn:R nuu: 5.6 (u) Name of Decedcnt: Date of Death: No.: John A. Zilto May 24, 1996 1996-00520 I certify that Notice ofBeneficiallnterest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the bcneficiaries and/or potential intestate hcirs of the above- captioned estate as listed on Schedule A attached hereto on August I, 1996. Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: ~ (f If' Gco ge A. . ughn. III, Attorney at Law 3904 Trindlc Road Camp Hill, P A 170 II (717) 976-9102 Counsel for Personal Representative ("')0 ,d :JJ c f''' ~~ :"-l c;, :~... c-, Cl I N :'-J N ,,, ri '--;, .- ,'" c.:n - semmULE A Mrs. Florence Lorraine Zillo 1314 Oak Lane New Cumberland, PA 17070 Mrs. Lou Ann Grissinger 644 AlIenview Drive Meehanicsburg, PA 17055 Mr. John M. Zillo 207 Oakes Avenue Belford, NJ 0771 g Mr. Mark J. Zillo 6132 Charing Cross Mechanicsburg, P A 17055 nn ,d _;!-J c: ~ , 0, .;':;1, ., :~" G. 0 I N '. 1'.1 '" ,~ :.-'. .' (Xl COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMIERLAND } Ul folorence LorJalneZ.Lt~9______ bllng duly ._u\i.Q.(JL __.._ __ ._.. ICcordlng to I.w, dopo... Ind ..y. th.t ..hl .1:.; LU\.:\.:.K\.:\.:uL.r lx_ _. _ ___________ _.__._.._ _ .___ ____ 01 tho E.totl ol_.i1.!:!lJJL.A_'-Zl.t.t.o_.____ I.tl 01 -"..hlJ .Il.Q(ough oJ N\!w Cl.llllbvr l"II\L.__._____, Cumb..l.nd County, PI., dlco..od .nd th.t thl within Is.n Invlntory m.do by ..t'lor.cncl!. Lorr.illnc 21 tt.o. _ _ . _._, tho ..id.cxccu.t..r.1" 01 thl .ntiro ."oto 01 ..id doc.d.nt, con.ioting 01 .11 tho p...on.1 prop.rty .nd r..1 ..t.t., exc.pt ..., ....t. ouhld. th. Commonw..lth 01 Ponn.ylvoni.. .nd th.t tho liguru. oppo.itu u.ch itum 01 tho Invuntory rupru.unt if', I.ir y.lu. .. 01 thl d.t. 01 dlc.d.nt'. d..th, ./ylf/..r1 A./ /(.:/<r1~, / / d//? d /?' ('1...&";'-,, NOl>.l1l.lJ. 5EAL lIlAN! L .it<<1N5. NelIOry PubI;c 1.1_ AIon Twp.. Cumbotfond Co.. P My Co".,;,.on &pim lMy 22, 2000 , 19 ;'." I) ~. ~ _:-L6:L.:L..~:.L!t-ltJJ J II {' - "- - - e..utar . Adminhlu'o,,- Florence Lorraine Zitt. Swnrn tn and lublcribDd belor. me, 1314 Oak Lane New Cumberland, PA 17070 Addr... 0.1. 01 Oulh 24th D.y May Month 1996 v.., INSTRUCTIONS I. An iny.nlory mud b. fil.d within Ihre. month. .llor .ppoinlm.nl of p."on.1 r.prellntoliy.. 2. A .uppl.m.nt iny.nlory mud b. fil.d within thirly day. of di.coy.ry of .ddilion.1 ....10. 3. Additional .h..h m.y b. attach.d II 10 p."onalty or r.ally 4. S.. Articll IV, Fiduci..i.. Act of 1949. ~ -0 .. I- W 'C w ~ '" < 0 c .. w .. 0 D. I- ...... III u U1 0 VI ...... .. II 8 .... c '" ,.. w '" w .... ...... II :I: M .. D. N o QJ D. c: I- ..J LL .; '" ~ Z ..J ~ 0 .c D. '" 0 LL .ce >:s: w 0 <( ,;. > Z '" .0: 01::1 + N <( Z 0 ::It) c: M C C 0 :s VI Z 0 0 '" .c .. :. U z w <( 0 o QJ ... D. ,., fIlZ "II c: .. .. ... -.: 0 0 .. QJ .<l "II ... t:l .. E + ~ 0 .. :s 0 ..J U Li: III \ \ \ INVENTORY Estate of: Date of Death: County: John A. Zitto OS/24/1996 Cumberland CASH: The Northumberland National Bank: Savings Account #693006-20: principal balance as of date of death 7,316.26 The Northumberland National Bank: Savings Account #693006-20: interest accrued to date of death 119.75 The Northumberland National Bank: Certificate of Deposit #693006-30: principal balance as of date of death 10,000.00 The Northumberland National Bank: Certificate of Deposit #693006-30: interest accrued to date of death 1.50 The Northumberland National Bank: Certificate of Deposit #693006-61; principal belance as of date of death 5,000.00 The Northumberland Netional Bank: Certificate of Deposit #693006-61: interest accrued to date of death 2.79 22,440.30 -1- CAB H P L E P 0 C R C K 0 K P S . .) if I REV. 1500 EX 1(1-94) INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FilED IN DUPLICATE WITH REGISTER OF WillS 1011 OAI ('; 01 (Jl "I Ii AlII fl 1.'/11"1' ClltCJ Ittlll If A ',I'()lj',Al 1:=/ !:!i'iJ.!ll.ll!!J.Ullli~LM"'UL.. __ FILE NUMBER 3,759.50 None (11) 3,759.50 (12) 61,935.16 (13) (14) 61,935.16 61,935.16 X Or., 0.00 0.00 X 06 ' 0.00 0.00 X 15 ' 0.00 (18) 0.00 Inlerost ~ I. 'if> .1)'l~1) 'I AI4 PWMIIIIl 20. If line 19 is grealer than line 18. onlor the dlfferenco on line 20. This is the OVERPAYMENT. ~ 0 ICheck here II you are requesting a refund 01 your overpayment.1 21. If line 18 is grealer than Line 19, onter the difference on line 21. This is tho TAX DUE. A. Enler the interest on tho balanco duo on line 21A B. Enter the total of Line 21 and 21A on Line 218 ThIS IS the BALANCE DUE. Make Check Pa able 10: Re Isler 01 Wills, A enl ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. .. Under peNllllesot perjury, I dllcl.,e Ih.ll h.vlJe..mlnt!d this ,elurn, Includlr\9 AccompAnying SChCtdules.nd ,I.lemenls..nd to the best of my "nowledge And belief, IllS true, corr~l.nd complete. I decl.lfe that III realesl.t" hn been lI!polled al Irultmarkftl...alue, Oecll/alion of prepl/!!r olher Ihan Ihe personal represenlllUve Is b.lsed on 1111 InlOlfNlion 01 which prep.lrer has any knowledge SI'OIJS^L co~~mr.~w '~:1lS/ffv'1:CIi,\~'N" ttARRlsB5hg.i'A ~b.,or,ol UIUtll,Clllll 17070 M.tOUNl n[C[tV[O("i[[ ttj:ifnUClI0N!.i1 (,1,915. 1(, Rom.llndor Return (lor dates 01 dO.llh pilar to 12. 13.82) Feder.ll Estate T,u Return ReqUlled Total Number of Sale Deposll Balles (8) 65,691,.66 o E C E o E N T OECEOENI'S NAME (LASI. rIW.I. AND MIDDLE INlIIALI ZILLo, John ^. DI:nmNI 'j C()~l'll. I' A[)lHU',', 1.111, Oak I.lIt\l! Now CllrnhurlHlld, PA (19) (20) 0.00 0.00 SOCIAL SECURITY NUI.4D[R 208-11.-91.21 DAlE or DEAHl OS/21,/1996 DAlE OF nllllll 07/08/1 <n(, (21) (21A) (21B) 0.00 0.00 0.00 eOl/llly CurnhorI alld SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN Florence Lorr a 1 ne ZI t to 1311, Oak Lane No;';' c;,n;bcr'ianii:' i>ii" ii070...... -...."......... (IF APPLICADLEISURVIVING SPOU5E'S NAME (lA5T.fmsT AND MIDDlE INIIIAll ZI tto, Florence l.orralno X 1, 01191n.11 Relurn 4, Llmrled Estale SOCIAL ~j[CUHITY t4UI.4B[1l 20(,.1 (,.1 0/,1 C P o 0 R N R 0 E E S N - T 2. Supploment.ll Roturn 4a. Futuro Inloro,;1 Comproml';o (I01 dales 01 dO.llh altor 12 -12. 82) [ID 6. Decedent Died Testale D 7. Dccedent M.llntalnod.1 liVIng Tlust (Attach co of Will) (Attach a co y 01 Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: 05. o 8. NAME Gear e ^. Vnu hn, III TELEPHONE NUYSER COI.4PlETE I.4AllING ADORESS 3901, enrn Trlndlo Road HIli PA 17011 None 5,91.3.20 None None 26,91,0.30 None 32 ,811.16 717 975.9102 1. Real Estate (Schedule AI 1 2. Stocks and Donds (Schedule BI (2) 3. Closely Held StocklPannersh,p Inte'est (Schedule C) (3) 4. M.ngages and Notes Receivable (Schedule D) (4) 5. Cash. Bank Deposrts & Miscellaneous Person.1 Property (Soh E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Translers (Schedule G) (Schedule L) (7) 8. Total Gross Assets (total lines 1-7) 9. Funeral Ellpenses. Administrative Cas Is. MIscellaneous Expenses (Schedule H) 10. Debts, Mortgage liabilities. liens (Schedule I) 11. Total Deductionsllotal Lines 9 & 10) 12. Not Value of Estate (Line 8 minus line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Nel Value Subject to Tax (Line 12 minus Line 131 15. Spousal Translers (for dates 01 death alter 6-30.94) See Instructions for Applicable Percentage on page 2 (Include values from Schedule K or Schedule M.) 16, Amount of line 14 taxable at 6.1. rale (Include values from Schedule K or Schedule M.) 17. Amounl of line 14 taxable allS.I. rale (Include values from Schedule K or Schedule M.) 18. Principal tax due (Add tax from line 15. 16 and 17.) 19. Credi1s/Sp Poverty Prior Payments Discount R E C A P I T U L A T I o N (9) (10) (15) (16) T A X C o M P U T A T I o N (17) + + OAIE !( c7?-7L OATE 3904 Trlndle Road C;.n; "fiii i',' .PA" 'i7Ciii..' -.... -............. --.... /"~7,.y'i' ( form1 0 (Rev '.94) REV. 'SO) EX . (.Hlll) CO"l1.m~{\~"~Ihl'ANIA ESTATE OF SCHEDULE B STOCKS AND BONDS FILE NUMBER 21-96-0520 John A. Zltto 5511 208-11,-9/,21 05/2/,/1996 (All ro I ITEM NUMBER 1 olntl -ownld wllh RI hI of Survlvorahl mUll bl dl.e1o..d on Schldull F,) DESCRIPTION Ton (10) U.S. Saving" Ilonds (E); $100.00 foe 0 amount; Issuod April 1963 VALUE AT DATE OF DEATH 5,9/.3.20 TOTAL (Also enler on line 2. Reca itulalion) (II more space is needed, insert add~ional sheets 01 same sizo.) Copyright Ie) 1994 form softw.re only CPSysterns,lnc. $ 5,91.3.20 Form 1500 Schedule B (Rev. 4.116) REV. 1510 EX . (1.811 CO~r.\lt1~{\'~~JVhY'NI' SCHEDULE G TRANSFERS ESTATE OF Plea". Punt Of T . FILE NUMBER 21-96.0520 John A. Zltto SSo 208.1~.9~21 OS/2~/1996 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE Z IS YES. ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBER Include Nnw of the U.nlf.,...lh.lr OF ASSET '!.INT. DECEDENT INTEREST f.I.Uomhi"-lodKIId.nl d.ltet II.ntl., 1 American Express Financial 11,763.07 100.001. 11,763.07 Advisors, Inc. ; IRA Account 0000 0021 9~22 3957 1 002 (beneficiary Is surviving spouse); see attached valuation sheet 2 PNC Bank, N.A.; Certlficato 9,151,.75 IlOO.OO1. 9,1511.75 of Deposit 031800036618 (joint with surviving spouse; created within one year of date of death) 3 Eighty-four (84) U.S. 11,893.3/, 00.001. 11,893.31, Savings Bonds (E/EE); POD, Lorraine Zitto (surviving spouse) TOTAL (Also enter on line 7, RecaD~ulation) Is 32 811.16 (If more space is needed. insert addrtional sheets 01 same size.> COPrrlghl (c) 1994 form softw.re onll CPSy'l.ms.lnc. Form 1500 Schedule G (Ray, Z.a7) .-- ,-.-..-, .-' " WILL OF JOlIN A, ZIT'lO I, JOliN A. ZIT'lO, of the Borough of New cumberland, cr)unty of cwnbcrland, and state of Pennsylvania, declare this to be my last will and revoke any will previously made by me. Item I. I direct that all my just debts dnd funeral expenses, including my gravemarker and all expenses of n~ last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this wi).l or otherwise, shall be paid frem my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. Item II. I give, devise, and bequeath to my wife, FLORENCE LORRAINE ZIT'lO, all my possessions and estate of every nature and wherever situate, provided she survives my death by sixty (60) days. Item III. Should my said wife, FLORENCE LORRAINE ZIT'lO, predecease me or be deceased on the sixty-first day following my death, I give, devise, and bequeath all of my possessions and estate of every nature and wherever situate to such of my issue, per stirpes, as survive my death by sixty (60) days. Item IV. Should any of my issue entitled to a share of my estate not have attained the age of 25 years at the time for distri- bution to him or her, I devise and bequeath the share of such issue to my hereinafter named trustee, IN SEPARATE TRUSTS, to hold, manage, invest, and re-invest, the shares so received, and the accumulation of income thereon, and to use and apply frem time to time such portion of income and principal thereon as it thinks proper for the comfortable support, maintenance, health, welfare, and education Page 1 of 4 Pages '. ~ ~ ~ of tlw issue wi thout regarLl to the itWUU':I ""runt':; "bi li Ly Lo provide such support or education, or to make payment for Buch purposes, without further responsibility, directly to such issue or directly to Buch issue's parent, or directly to any person taking care of such issue. My principal or income not no applied shall be distributeLl to such issue when he or she attains the age of 25 years, or if he or she dies prior thereto, to his or her personal representative. Item V. I appoint my daughter, LOU ANN ZITTO, trustee of the trust or trusts created by this my last will. In addition to the other powers and authorities granted to my trustees by Pennsylvania Law and by the preceding paragraph of this my last will, I hereby give my trustee the following special powers and authorities: A. To retain any or all of the assets of my estate, real or personal, without regard to any principle of diversification, risk, or productivity. B. To invest and re-invest in all forms of property without restriction to investments authorized for Pennsylvania Fiduciaries, as they deem proper, without regard to any principle of diversification, risk, or productivity. c. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as they deem proper and in the best interests of the beneficiary or beneficiaries of said trusts. Page 2 of 4 Pages '. '. D. To allocate receiptn nnd oxpunuuu to principal or income or partly to eilch ill! my trustees frCllll time to time deem proper in their Gale tliucrotion. E. To compromise any clLlim or controversy. F. To exercise any option, right, or pri v i lege grilnted in insurance policies or in othor invel!tments. G. My trustees may accumulate the income from this trust during the term thereof but may, from time to time, distribute from current income or from accumulated income or from principal such amounts as my trustees, in their sole discretion, deem advisable for the education, welfare, and comfort of the trust beneficiary. Item VI. All of the interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary alienation. Item VII. I appoint my daughter, LOU ANN ZITTO, guardian of the person of my minor children. Item VIII. I appoint my wife, FLORENCE LORRAINE ZITTO, executrix of this my last will. Should my said wife predecease me or otherwise fail to qualify or cease to serve as executrix of this my last will, I appoint my daughter, LOU ANN ZITTO, executrix of ~lis my last will. Item IX. I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ).7 day of /WtfMeh ,1980. Page 3 of 4 pages /j- / / j. /1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. ZI0601 HARAl$BURC, Pi 111ZI.0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX GEORGE A VAUGHN 3904 TRINDLE RD CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN III PA 17011 02-10-97 ZITTO 05-24-96 21 96-0520 CUMBERLAND 101 Altount R..itted t:"""" '* I(I.IU'II lI. fll."l JOHN A MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiE'v:iS4i-Eic-Ai=ii-m-:96-j"iioricE--OF--iNHEiiii'ANCE-':fAX-;'-P'piiA"iSEiiEiiT~--Ai.DjWANCE-oFi-------------m- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ZITTO JOHN A FILE NO. 21 96-0520 ACN 101 DATE 02-10-97 TAX RETURN WAS. (X J ACCEPTED AS FILED ( J CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rod E.toto (Schodulo AJ III 2. Stocks and Bonds (Schedule BJ (2) 3. Clos.ly Hald stock/Partnership Int.rest (Schadula C) (3) 4. Hartg.gas/Hot.. Receivabl. (Schadula D) (4) 5. Cash/aank Deposits/Hisc. Parsonal Property (Schadule EllS) 6. Jointly Owned Property (Schadul. f) (6) 7. Transfars (Schedula GJ (7) 8. Total A...t. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanse./Ad.. COltl/Hi.c. Expanse. (Schadula H) (9) 10. Debts/Hortg.g. liabilities/Liena CSchedule I) CI0) 11. Total Deductions 12. Het Value of Tax Return 13. Charitable/Govern.ental Bequests CSchedule J) 14. Het Value of Est.t. Subject to Tax .00 5.943.20 .00 .00 26.940.30 .00 32.811.16 (8J 3,759.50 .00 IllJ 1l2J (13) 114J HOTE: To insure proper credit to your .ccount, sub.it tha upper portion of this for. with your tax paYllent. 65.694.66 3.7~9 ~n 61,935.16 .00 61,935.16 If an assessment was issued previouslY, lines 14, 1S and'or 16, 17 and 18 will reflect figures that include the tDtal of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Lina 14 .t Spousal rat. (IS) 16. Allount of Line 14 t.xable at Lin.al/Clasl A rate (16) 17. Allount of Lin. 14 t.xable at Coll.teral/Class 8 rat. (17) 18. Principal Tax Due NOTE: TAX CREDITS: PAYNENT DATE RECEIPT NUNDER DISCOUNT (.) INTEREST (-J 61,935.16 X .00= .00 X .06= .00 X .15= llB) ANDUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTA~ DUE .00 .00 .00 .00 .00 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN fl, NO PAYNE NT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIOHS.J P0 ; ~ \r; -oj ~J :n :. r , , ., II) ~ o .'" " r"oJ -b: ~" , ~. .-' . R[$[AVATIONl Elt,t.. 0' d.c.d~t. dying on ar b.for. Dlelabet ll, 1'8Z .. If anv future Int.r..t In thl I.tet. 1. tran,f.rred In po.....lon or .nJoy..nt to Cl... . (eol1_t.t,1) bln.llel.rl.. of thl dlCldent .,t.t thl ..plt,tlon of any ..tat. for llf. or for y..t., thl Co..onw..lth hlt.by ..pr..slv tl..rVI. thl right to appral,. and ...... tran,f,r Inheritance ,.... It thl lawful Cia.. . (col1at,r,l) rat. on any such future Int.r..t. PURPOSE Of' NOTICE1 To fulfill t~ requlr...nt. 0' S.ctlon Zl~D of the Inheritance and [It,t, Ta. Act, Act ZZ of 1991. 72 P.S. Section lUD. PAVH[NTI Detlch thl top portion of thl. Notlcl and lub.lt with your ply..nt to the Rlal't't of Will. printed on the tev.r.. .Id.. --Hakl chick or IOMY ord.r payable tal REGISTER OF MILLS, AGENT All pay.ent. r.c.lv.d .hall flr.t be applied to eny Int.r..t which .ay b. due with any r..alnd.r appll.d to the tax. REfUND (CR)1 A r.fund of a tax cr.dlt, which wa. not r.qu..t.d an the r.. R.turn, .ay b. r.~.t.d by co.pl.tlng an MApPllcatlan far R.fund of P.nn.vlvanla Inherltanc. and E.tat. Ta.M CREY.1313). Application. .r. av.ll.bl. .t the Dfflc. of tha Ragl.t.r of Will', any of the Z3 R.v.nu. DI.trlct afflc.., or by c.lllng the .p.clal Z.-hour an.werlng service nuab.r. far far.. ord.rlngl In P.nn.ylvanla 1.800-36Z-Z0S0, outsld. P.nn,Ylvanla and within locel Harrl.burg ar.a (7171 787.809~, TOOl (717) 77Z-Z2SZ CH.arlng lapalr.d Onlyl. OIJECTIOHSI Any party In Int.r..t not ..tl.fl.d with the .ppral...ant, .llowance or dl..llowanc. of deduction., or .......ant of t.. Clncludlng dl.count or Int.r..t) a. ,hown on thl. Notice au.t object within .I.ty (60) day. of receipt of thlt Notice bYl .-wrltt.n prot..t to the PA Oapart.ant of R.v.nu., laard of Appa.I., Dapt. 2810Z1, H.rrl.burg, PA 17128.1021, OR .-.Iactlon to hava tha .att.r dat.r.ln.d at audit of tha .ccount of the p.r.on.l rapr..antatlv., OR --.pp..1 to tha Orphan.' Court. ACHIN ISTRATIYE CORRECTIOHSI F.ctu.l .rrar. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA O.part..nt of R.v.nue, aur.au of Individual T...., ATTNI Po.t A.......nt R.vlaw unit, D.pt. 280601, H.rrl.burg, PA 17128-0601 Phone (717) 787-6S0S. S.a p.ga S of the bookl.t ~In.tructlon. far Inn.rltence T.. R.turn for. R..ld.nt O.cadent~ CREY-lS0l) for an ..pl.n.tlon of adalnl.tr.tlv.ly correct.bl. .rror.. OISCQUr4Tl If any ta. due I. p.ld within thr.. C31 cal.ndar .onth. .ft.r the d.c.d.nt'. daath, . flv. p.rc.nt (S~) dl.count of the t.. paid I. .llow.d. PENALTY I The IS~ ta. aMII,tv non-participation p.n.lty It co.put.d on the total of the t.. and Int.r..t .......d, and not paid bafore Janu.ry 18, 1996, the flr.t d.y .ft.r the .nd of the ta. .MII.ty parlod. Thl. non-p.rtlclpatlon p.nalty I. .pp..l.ble In the .... .ann.r and In the the .... tl.. p.rlod a. you would app.al the ta. and Int.r..t that ha. been .......d a. Indlcat.d on this notln. INTEREST 1 tnt.r..t I. char gad b.glnnlng with flr.t day of d.llnquency, or nln. C91 aonth. and ana (1) d.y froe the date of d.ath, to the data of p.y.ant. T.... which b.c..a dallnquant bafor. January 1, 19aZ baar Int.r..t at the rata of .1. C6~1 p.rc.nt par annua calculat.d at a dally rat. of .00016., All t.... which baca.. dellnqu.nt an and .ft.r January 1, 19a2 will be.r Int.r..t at . rat. which will vary fro. calandar y..r to c.l.ndar y.ar with that rata announc.d by the PA D.part.ent of R.v.nu.. The appllc.bl. Int.re.t rat.. far 1912 through 1997 ar.l !.!!! Inter..t R.t. Dally Inter..t FActor !!!! Inter..t Rllt. o.lly Inter..t FActor 19U 20~ .0oosloa 1987 'X ,0002.7 1983 lOX .OOOUI 1988-1991 11~ .000301 198. 1l~ .000301 1992 'X .0002"7 1985 13:C .0003S6 19'3-199lt n .00019Z 19116 lOX .000ll. 1995-199' 'X .0002U uIntarnt I. c.lcul.tad .. fol1ov'l INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -~Any Notice I..u.d aft.r the ta. beco.a. d.llnquent will r.fl.ct an Int.r..t calculation to flft.an I1S) d.y. b.yond the data of the .......ent. If p.y.ent I. aad. aft.r the Int.r..t coaputatlon data ,hown on the Notice, addltlon.1 Int.r..t lIU.t be calculat.d. STATUS REPORT UNDER RULE 6.12 Name of Decedent: John A. Zitto Date of Death: May 211, 1996 Will No. 2196-0520 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of th~ above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No X d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. ~a~/-~ Date: June 12, 199B ..... " ,J :'t .. , :Jl ~ l0 C3 -, ,. ..J mcl: co '" P' ~. 5 a: t.)t,j George A. Vaughn, III Name (Please type or print) 3904 Trindle Road camp HIll. PA 17011 Address ( 717) 975-9102 Te l. No. Capacity: Personal Representative X Counsel for personal representative (HAH:rmflAM3)