HomeMy WebLinkAbout96-00700
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PETITION FOR PIWHATI': Hill! GRANT OF LETTERS
f\C\~cl l. ) ,,(C^.,( No.:(/ -91.. -700
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(/Iso 1\1/0 11'11 tis
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SOl'!"! Sel'/lr!IY No. "1 ~ . -<. ~- S5 .II.: .
"""islt'lol Wllls..'OI.'/lC.,
('olllll~' 01 (q",h,.Q,"L In the
C'OIll1ll01l\\'l'allh of p('lIllsylvllnia
The IWliliol1 01111(' lllHk,signcd II'sPI'OIIIlIl)' II'prcscnls Ihal:
Your petlliOlll'I'(S). who is/ml' IH Y'l'ars (lr age or olclcr tllllhe l'\l'l:lJLOJ
inlhe lasl will or Ihe allol'I' dl,,'I'dcIII, daled 3~.bc.~~"'~I~n_m
nod codicil(s) daled
._.._.._.__. . ..........._ numed
______..d....~..~' 19J"~
(,IHte Il'Ii'~arll rill'llImlalll'l'~. l'.j.' , ITllllfldallon, dl'dlh (If 1'\I'l'lIlor, l'tt..)
DcceodcnlWils do,llidled al dealh in ___c.<.\ -:-ker...L<l.,,-f!.... ,,____ COl/llIY, l'ennsYI~anla, wilh
h.t.L_____ lasl fnlt1ily 01 plinl'ipaW'esideoce nt __l.t(l('e'_N;.\r$_'-"~,,} ~'tlLl--L:]~._h:Lcld
---t-tf~d\_(A"'f__ LV, \\,n"l_c__J1?JI . .. _ (..e'...e..tlw,L_&g.L__...._..~______
(liq <"lrn;l, IHlllllwl amll11\llll'ipalilq
f)e('cndcOI, Iheo. !II. . ... yen IS 01 age, diedC----81.\<\,,4~1..--I'z-.--......-;J-, 19A.......r
HI.. u _ l\.?~l\.......m ~~~'i2:AfH.. ~~f:.'\f\..l"EJ\S,.L..t'LI\I_~ev.~-.J:w.
"\Cepl 'IS I'olloll's, (lewdelll did 11<)1 marry, \l'a, nol divorced alld did 1I01!rHve H c!rlld born or adopted
:::~;:II~I~~~~~::~lfl of Illl~~Villoll'l'rCdIOr PIl~/A\l'as nOII!rc Vll'llInof~lkilllllg~I~1 w~'....'l~~~'.~~udieHte~
DCl.'c'nd<"1l1 HI ell-alh owned properly wHit estimated values HS follows:
(II' d'\lIIicilcd III PH.) ^" pe['sonal propel'l)
(If 1101 domiciled ill I'll.) I'e['sonlll properly in Pl'nnsylvnoiu
(II 1101 dOlllicill'd in I'll.) Personal I'['opel'\y in Counly
Vullll' or real eslate ill PeJlll'1ylvallla
siIlJi1I\.'d as follows:
$ mj~< oQ.CL___
L...._
$
$-_......
.----.--.----,--.-..-..___.~._.,_______....~_.._w...~____~.
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II HI RI'H)RI', PI'llIlollel(s) 'espl'cllull) leqllesl(s) IhS plobllle 01 Ihe lust will and codicil(,)
pleSellll'd hl'le\\lIh and Ihe glanl 01 lei leIS i~.-\..9..~1'(.\, ~.... ~__.___.__._~~__
, (l~'~lal1J\.'nlal'~': ;\dniinhtrattn!l l;,t.(I,: n(ltllinlslrutlon d,h,n,c,Ln.)
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OATil OF PEHSONAL REPlmSENTATIVE
COMMONWEAL 11101' I'ENNSYI.V ANIA
COUNTY OF COit.lllcr:l,i',NIl
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rill' Pl'lllinl\l't-("I) ahr\\'t.'-lli)1lH'd"l\\I'1lr(\) lH al'firlll(~) Ihill lhe ~lllll'IllClIls in the foregoing petition arc
trUl' ,llld \.: 0 rl'l'l' I 10 I Ill' lw'd llf illL' ~il(lWled!-!l' IInd IwliL'l' or IWliliolli.'r(s) and lhal a~ personal reprcscn..
IHli\'t1("l ~d- lilt' nhm-I.' dl'lTdl'flt pI'litiof1crh) will well ~1)H,'trllIY adf1lillistCJ~1L> estate nCl'ording to law.
SW<lIl' I" ,,' :ri'l'lrrr~l'd. illIll '."hscl il",1I I ,~~.-<,~ ..1. ...k"-~~~L__ i!!
hcrol'l' Ill,' Ill\'. .J r(l. du~ _ nf __ ______m'~___"L ~
l'nrL(J C~S e('f7!F ~J . .~_ I ;I"~I:"1'1 1 u... ................ -. ~
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"'."00' "'.111 * llNHERITANCE TAX RETURN j
r.OtMIo~i'IA\~NNIYlVANIA RESIDENT DECEDENT PA No.: 2196-0700
tl:l:":uMoN,&'J,~l~~~ (TO BE FILED IN D. UPLlCATEF1LE NUMBER 1996-00700
HA_'ir'IN1.~ 11'["01 WITH REGISTER OF WILLS)
=- DIC~!Ni'IN;w;rflAll. "UT, AND MIODlIINltlAij' -- jlCl6tNT'I-ADDmi .
i iOc~~~~lWttUMmJ.IEI,!tti_-r~~ITorol.i.fH-------'-- ~~~H~~~~~~~~G~H. PA 17055-2503
i 1'74-20-55l..1} 8-12-96 eo."
-- ~--,------ ----,--------- --'1-11--.-----__.____
5h. O"g'nal R.tu,n 02. Suppl.m.nlal R,'u,n 03. R.molnd" R.lurn
04. LIf. E.,.,. 040. Fu'u" Inl".., Camproml.. . 05. F.d"ol E.'a'. Tox
RClturn Required
_ 8, Tolol Numb" of laf, d.po,if bOUI
19. If IIn. 16 I. 9"01" than lin. 17, .nltr Ih. dlll".nco nn IIn. 19. Thl.I. th. OVERPAYMENT.
A. OCh,dc he,. If you or. r.quI.llng a r.fund of your overpayment.
20. If IIn. 17 II 9"0'" 'hon IIn. 18, .n'" ,h. dlll".n" on IIn. 20. Thl. " 'h. BALANCE DUE.
A. En',,' th. Into"., an ,h. balonco duo an lin. 20A.
B. Enl" th. '0'01 ollin. 20 and 20A an IIn. 20B.
Mak. Ch.ck ~ayftbl. I.. Rogl.,.. 01 Will., Aglnl
. . -
.... BE SURE TO ANSWER ALL QUESTIONS ON REVERU SIDE AND TO RECHECK MATH.. ..
UndQ, pe-;;allll' C)"p;rlury;hid~lar. th~tl hove -;xamlnt(ffhil;;,urn:IMludlng Q~~~;;panylng ,e:tl.dul.. ClInd ,'al.M.nh, and 10 Ihl bill of my knowl.dg. and b;li
" h trve, cot' d and comple'l. I ftt'\ar. lhol all rtal 11110" hall b"n 'Iponld at trut mnrhl valul. OedoroUon of prepor., olhe, than the perloOnal 'Ip,...nla,iv(
bolld op ull forma" Of~;:rr'" ha. any koowlodg..
~A~"!h6tl.mONliiifTh_ 'i~UiN.-~-J~~~~~~~?~EE DH, ME.CIIANICSBURG, p~ ~ ~;~ ~ l _
~~~~
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tx6. Olr.ld.nl dl.d tll'atl 0 7. olcldenl malnlalned a living !ruII
_ ..__ tA~~0_~ .f Wil'L_~--,--___~Ha0-,~y .!'lJ!_U!'L.__
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INfORMATION SHOULD BE DIRECTED TO.
;:1111<" ~ CUNNlN~~AM'''~=-- T~n;'6 '",:,m ',;NE ~"
mIlON!NUMih P.O. BOX 305
10 - 626-0866 C1TyDREXEL HILL 51'" PA
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I. R.ol E.'ut. (Sch.dul. A) ( 1)
2. Sloc.lu and Band. (Sthldul. B) I 2)
3. Cloltly H.ld Slock/Portn.nhlp 10'''''' (Sch.dul. q (3)
4. Mortgog.. and No'.. R.colvoblt (Sch.dul. 0) ( 4)
5. Ca.h, Bunk D.po.lt. & Milcollao..u. P"lOool P,aporty! 5)
(Scn.dul. E)
6. Jolnlly Owntd Prap.rty (Schtdul. F)
7. Trao"". (Sth.dul. G) (Sthodul. L)
.
8. To'ol Groll A..II. (,aloIU... 1.7)
9. Funorol Exp.o..., Admlnl"ro"" Co"'. MI."lIan..u. ( 9)
E.p.n... (Sch.dul. H)
10. D.blo, Mortgog. Uabllltl... U.n. (Sthodult I) (10)
II. T alai D.ductloo. ('olallln.. 9 & 10)
12. N., Valu. of E.'al. (110' 8 mlou. IIn. 11)
13. Chorllabl. and Gov"om.nlol B.qu,,', (Sth.dul. J)
1 A, N., Yolu. .ub .ct 10 'ox I"n. 12 .,Inu. IIn. I L
15. Amouo' of IIn. 14 'axabl. a16% '01. (15)
(Ioclud. volu.. f,um Sthodul. K ar Sthodul. M)
16. Amounl of IIn. 14 '.xobl. at 15~ ,a'. (16)__
(Ioclud. valu.. Iram Sthodul. K or Sthodull M)
17, P,lndpaltox duo (odd lax from IIn. 15 plu. tax from IIn. 16)
( 6)
17)
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109.078.08
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18. Tolol Prior poymloll:
Amouo' Paid
DII(oUnl
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23,703.75
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( 8)
+
85.374.33
(11)
(12)
(13)
(IA)
I< .06.
_'--I< .15 a
(17)
Interll'
(18) ,
(l9)
120} __
'(20A)
1208)
JiOiWu.a!6iii~i7rJN i#if~~~~f.lL*--n~'- ADDmi--=~='--------
" " ' (
MICHAEL J. CUNNINGHAM, JH. iP.O. BOX 305, DREXEL 1111,1" PA
lIP 19026
109,078.08
'71,703.75
'85,374.33
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8.?, 374.33
5.122.46
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5,122.46
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<;,172_41,__
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DAtE
19026
~ Mellon Bank
PERSONAL [JANI\II-1G STATEMENT
DIRECT INQUIRIES TO,
MELLON BANK NA
COMMONWEALTH REOION
HARR IS BURO MA It~
10 S MARKET SQ
HARRISBURO PA 17101-2001
717-780-3119
6
'.
1",111,..111,."1,1"1.1",1,1,1,1,11,,,,,11,1,1,,1,1",1,,11
HELEN E FALCONE BY
FRANCIS G FALCONE REP PAYEE
216 CHEROKEe DR
MECHANICSBURG PA 17055-2503
01333
0111
112-342-5371
PAOE 1 OF 3
STATEMENT
FROM 08/06/96 THRU 09.105/96
FIND OUT HOW TO APPLY FOR OR RECEIVE INFORMATION AbOUT MELLONDIRECT 24
PC BANKING BY VISITING A MELLON OFFICE OR CALL US SEVEN 'DAYS A WEEK AT
1 800 MELLON - 24.
RELATIONSHIP SUMMARY
1![r.Q.SIUCCDUHTS
lC~R:mt!A.L!;.tlm llill..-.
TOTAL
__lli!ill9.L
4B ,5li.,U..
48,.632,11
LOAN ACCOUNTS
OUTSTANDING
PERSONAL CHECI\ING ACCOUNT 112-342-5371
iACCOUtlT SUMMARY
u 1
OPENHm BALMleF AS 01 08/0./9&
TOTAL DEPOSITS AND alliER ADOITIot~~, INCLUDING INTEREST CREDITED TlUS PERIOD
19.~.LJ;JlJ'J;~_L~l!L9.Iw,rUn.!HD~!iALS II~CLUDING FEES Alli' CHARGES TlULill!.OD
ClOSING OAlAIICE AS Dr 09/05/9&
54,250.15
+t.qs. qO
.. .221..!!!....
'48,532.11
AYE RAGE ACCOUIIT BAl.AIICE
DAT~
I!QSTEO
00/0./9&
~U\~mnrl
DPrtIH~G BAl.ANCE
50,293.50
DEPOSITS CHECKS
AND orHER AND orllER DAILY
ADDITIONS HI1'HDRAI~ALS BALANCE
54,258.15
37.00 54.221.15
4,4.5.14 C;-49'75~
102.67 {,IJ,6S3,34
100,00
,95 49,592.39
480,47 .50.032.8.
1,200.00
16 .10 48,816. bB
IACCOUNT ACTIVITY
,
08/07/%
CIIECK ft H'la
DO/IU9&
ClllC~ " I illl
08/14/%
CIIECK . 1702
00/15/%
00/1(, IIAC ArM HITlIllRAHAL '004179
4900 CARlISlE PIKE H~CHANICSBURGPA
MAC ATM Fr,~ '004179
DOll q/%
DEPOSIl
REr .OOOOOOD770IOln7
08/26/%
CIICCK
CllcCK . 17114 ,
St-..~ E - ~
SIA1I:MFNl
l'II)I'II"~l:(ml' III (lL I'll !iFr.:,':I C[I; ::';1\:1
:I "100 ~1{H~I(F'l Dl
cnl'''''' 1I11.L" ['f) :I "11'111
( "{,hT ),T)1::11 1:1 '., :,1
jIJT ;IWI$S~O'~-' "'1~ Ar;MIS;IO;~ . "~fi -ClIGCIl^Fl(;'-' - ~iJ-~;Ll,r~~-~~'r-~l
NlIJ.\D[R [)A1F. (J"'l- .
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1091'15 07/20/95 08/12/96 ~8/3l/96 I
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r:r~ M.II< F n I . C ClI'l 1':
,~:I (,', CHEfWI<F[ I)f(.
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:~!~;~~~;~,~r~~;"l".':'~~;:-C!-~~J~-";~~'~: ~ r:;:E~~C~_~OE~EO... .
"8/H~/% i PAY~IENT .. THANt'. YOIJ
01.\/l~ 1/'')(, i ,ri[VFI'~BF f::'B' r~lInl'l Clll)r~lir
01\/0 ~.:'frJ(l/frl/l~;:(, r~(1[)~.~ ...;;I~I(~ri~[ "
PJl\/lil,,'.OI\I 1,1, :. C, 1111 Id:..1I:.I,VL CHI:,
08/0/,/9(. I 4 eli.! I, i.' l.lf<AIHAGE [ININGF
0/l/0/,/':JC III'Jnl\;.~ I."ATEX r:.XAI1 GI...()i,'F (BXI10(il)
08/041')(, :7f'JE30 NJ~lr:' SOAP, ANTl mC:fW LllTH
01.\/0/,/':J(', 171i1::1?P 1j(~H~/IW!)Y ilIH'1111"I:JIJ 10 flZ"
0(\/11/% i'-J,'l.3:1 fWO~1 f~nlEr~VI': c:r(FDJ'!
PAYMENT. DIJE UPON RECEIPT
11A~lnr;:CAl'~r:: IIEm.TH SErNICr,S [')/'1:3
( an r~' )
,,'
( (HY 1. )
( an I )
( lHY 1. )
( CHY "I )
DUE DATE
Faclllly Cude
583
nvo c. al.
RETURN WITH PAYMENT FOR
PROPER CREDIT
(Ii/'( 1)(1) Alll'lIHllull'OIYlllfl1llj
I"'InV" ACC!
rWOl1 2Cl3 -n
CIlI\I\lil'!'; Oil I'AYMrlnS H-"QJIH1FrI
AI'IFII [Ill t.1l~O llAl(; WiLl APPfM\
mJ NI->;1 Sl^,':Mr~Nl RCIWfHCI'
CHARGES
CRrDllS
II ~ "(,t~,, l't
..
'.,/t€,5,.1"
if, 30'1. 00
~j~,';f, M 0(1
':J'1:l. mm
1."0
l:~. 6~1; )
.3.39
") ".}I'"
(:...f,.,)
97.30
Jt'l.?ot/ ,,,,tsOI7/
j
1'71.?>..."I.17'.8551
fll-----:-I" ......--. --,,--
18 AMOUNT DUE ..I $ $2, 8~~~..7~~
J-:JdJd (. -s
(,()MMON\\'f:AI.lII01I'f:NNS\'I.\ANIA
"lIIILlC sellOOI. EMI'I.On:S' RETIREMENT SYSTEM
___.._ Telcph(~1~J7I7L7HH~40 . ._ .".__
Mailing Atltlrt$.!
PO Box 12l
Harrisburg I'A 1710R.012l
Ilulldlng Locat;on
l North 51h SI""
HarrisburR I'A /1101
August 23, 1996
c, ~:-r rt... t..r
YE% l\ C ~R'nhU'ln.{,
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187 . ~.sV~ f"P 7,
FRANK FALCONE
216 CHEROKEE DR
MECHANICSBURG PA
17055
RE: Helen E. Falcone
S.8.# 174-20"5518
Dear MI'. Falcone:
The Public School Employes' Reiil'ement System (PSERS) has been notified of the
death of Helen E. Falco~---.....
A prorat.ed payment of $303.99 ~23.99 minus $20.00 federal wit.hholding t.ax) for
the period of August t.hro h'August 12, 1996, was due Helen E. Falcone, and is
now payable to Frank N. Falcone, date of birth November 25,1915, as tht1
designat.ed benefidary.
Please provide the current address and SOcifd security number of t.he designat.ed
beneficiary.
If the designated beneficiary is deceased, t.he prorated payment. is due the est.ate or
next. of kin of Helen E. Falcone. Please submit. a Deat.h Certificat.e or written
notificat.ion.
If Helen E. Falcone left. an est.at.e, please submit. a Short. Certificat.e showing l.he
appointment. of the executor 01' administ.rat.or of t.he est.ate. A photocopy of t.he
Short. Certificat.e will be accept.ed. A copy of t.he deceased membel"s will is nQ!
sufficient proof of appointment..
According to the regulat.ions of the Internal Revenue Service, if the value of the
estate exceeds $600.00, t.he enclosed W.9 form must be complet.ed with the estate's
Employer Ident.ification Number (EIN) before payment. can be made t.o t.he estate.
If t.h€l est.ate does not exceed $600.00 the Employer Ident.ification Num l' (EIN) is
not necessary. However, in OJ'c1er to make payment to the estat.e, a let.t.er~ -:::::c
requirecl stating the value of t.he est.ate is less than $600.00.
'....
)
../
~-€-Co
MlI"'~ I! !" (188,
,,\J~9~
- 5fJ~h
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
R_f..~DfN!.oeCE~ENT
ESTATE OF
SCHEDULE H
fUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES .U _ _ P!ea..P'.~nt__o'uIy.P'
.,---,-,u_--"---'.JFILE NUMBER 1996-00706~=--
___~__!;,. SSN: 174-20-5518 ___.. __..._ p~.~~..!.-_~.~1 ~~~_Q__?QQ.__
Falcone Helen
_____~___._.____L__._____.__. .
ITEM
NUMBER
__,__.__ ...___.'__~~4_."____'___"_._"_".__'_"______"_
A,
DESCRIPTION
AMOUNT
Fune,al Exp.n.."
1.
2 .
3 .
4.
5.
6 .
Wiedeman Funeral Home
Wiedeman Funeral Home Death Certificate
Wiedeman Funeral lIome additional Fee
Catholic Cemeteries
Minister services (Cash)
Son of Butcher, Funeral Luncheon
$7,353.60
25.75
125.00
150.00
100.95
1,118.43
8, Admlnl.t,otlv. Co.t..
1.
Personal Reprosenfofive Commissions Francis Falcone
Social Security Number of Personal Represenfafive:__.;1.Ql.
Year Commissions paid __.J..~111_____._____
9565
5,454.00
36
2.
Afforney Fees Michael J. Cunningham, Jr. Esq
2,727.00
3.
I Family E.xemplion
Clolmanf ______________u___ Relationship
Addre.. of Claimant af decedent's deafh
5treef Address .._______.....________u_.______
City ____.______.._______~5fate ___ Zip Code.__
223.00
4. Probate Fees
C. MI...Uan.ous bpen.e"
1. see Attached
2.
3.
4,
5,
6.
7.
8.
.~-~-~-
6,426.02
TOTAL (Alia enter an line 9, Recapitulation)
IIf more .pact It needed, In..,t additional .hee" ol.ome .In.)
5 23,703.75
. I /II
}.II~, /, I
, /'11(11
ffilJl. s. l'ARISt: JR.
SON Of' A BUTCIUR
f~!,~~!~l'
(717) 238.0235
DATE ^ugllsl: 16
(, '
( )I't:,~v.
F (' J
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It;-v .
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19 96
SOLD TO: FALCDNE
ADDRESS \.
LOCATION: st:.. C'.-atherine - I.eo Hall
F'UNEML REa:l?TlON
CONTACT: Frank Falcone 737-3157
Pre-plated 'rossed Salad - balsamic vineagerette
Chicken Picate I Saute
Roast Round of Beef - au 'us
Red Bliss Parsley Potatoes
Vegetable Mealv
Assor ed Dinner Rolls & Butter
Iced \'ll1i te Cake
Iced Tea & Fru i t Punch
Coffee
Paper Products
7.'able Linens
use of Leo Hall chine & flatware
70 @ $10.95
____Rental (tab!e cloths)
Gratuitv
Sales Tax
/ /)~7;i(' .
( .fAr / ?t)(
$ 766 50
127 20
178 74
45 99
$ 1118 43
'TOTAL AMOUN'l' DUE
Paul Parise, Jr.
2028 Kensington 51,
Harrisburg, PA 17104
H cp- A
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Register of Wills of CUMBERLAND County, Pennsylvani,
Certificate of Grant of Letters Testamentary
No. 1996-00700 PA No. 2196-0700
ESTATE OF FALCONE HELEN E
lLA~~, tlK~~, MIUUL~)
Late of
CAMP HILL BOROUGH
CUM~~KLANU CUUN~'Y,
, .
WHEREAS, on the 6th
dated December 30th 1980
was admitted to probate as the last will of PALCONE HELEN E
(LA~'J', tlK~'j', MIUUL~)
Deceased
Social Security No. 174-20-5518
day of September
1996 an instruman'
late of CAMP HILL BOROUGH CUMBERLAND County, who died on the
12th day of ~ugus~ 1996 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the County of CUMBERLAND in the Commonweal th of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to FRANCIS G. FALCONE
who has duly qualified as Executor(rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 6th day of September 1996.
'1/)(\'0 c. i;R~~lJ:;~{~-
"NOTE" .ALL NAMES ABOVE APPEAR (LAST, F'IRST, MIDDLE)
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LAST WILL AND TESTAI',EHT
I. HELEN E. FALCONE, of li900 fITi~ Iload, H!\rrishurp-, fnnnsYlv/\ni/\,
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County of DAUphln. bAln/l' of Ilounrl mlnd and mf'lnlOry, do hl'lrf'lby makl'i.
Pllblisl;1., I\nd dnal..r" th1s to b" my LAST IHLL AND TE..'lTAMENT. rl'!vok1np'
All prlor wills and codloils, in mannAr followinil, thAt ls to say,
FIRST, that all of my .lust dllbts ano funf'lral flIXpOnsflB shall bA p!\ld
f
:]
'i
!
.
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SECOND, that upon my df'lath, I hf'll"f'lby illvf', dAVis", and bf'lqUI'iAth
all of my propfllrty. rl'lal, pfll"llOnal. And mlXf'ld, to my chtlorf'ln,
HELENE M. DUCKETT, ANN A. PECK, and FRANCIS G. FALCONE. ln I'quAl
ShArf'S.
t', .
THIRD. that should any of my ohlldrflln p:t'oof'ooasl'!' IllII.. thf'lnrthfll sharll
that would have passflld to suoh daof'lasf'lo child ShAll pass instead
to that dllcAasf'ld child's survivin/l' chlldrf'ln, in Aqual aharAS. Suoh
maniAS shall bl'l placed in trust for Auah children, and thl'! prinCipal
and thA lntflrAst thArf\from may bA uSlld by thl'l trustAl'l for thf'l oarf'
ana NnlfArf'l of such childrf'ln. Upon any child's Attalnln/l' thA a/l'A of
f'llllhtppn, hp. or shA shall bp ~iven his or h~r proportionata shar~ of
thA trust funds. Thl! trustAA shall bf\ th" BUT'vivinp: parf'lnt of thA
ch\ldrf'ln of my deC"BS"d child.
FOURTH, that thf\ Executor of my nstatll shall bfll my son, FRANCIS G.
FALCONE. 1 waiv~ thf'l MCASSlt,y ()f his postinp: Any bonds.
IN WITNESS WHEREOF, I have hf!rf!untn Sf!t m.v hand anc\ sMl this
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HELEN E. PALCONE
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This is III cl'rtify thai this b ,I tnI(' ropy 01 III(' rt'lord whICh i.., 011 IiiI' in tilt' I.J('rll,~~'J\',ll1j'l Divisioll ot Vilil! Hnllrd.., III dl'(lIrddlll"('
with' ~rt. (i(J,'P.1. _~(~t. approv('d hy till.' (;('11('1';11 t\S.~l'fllhJ}',.hllH' .)fl. Ill<)I)
WARNING: It Is Illegal to duplicate this copy by photostat or phologmph.
Fee f\ll' rhili ('enUbr", S,I,m
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-----~-nRL 3'-0-1996
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No.
HIQ510rl.,.}'ft1
COMMONWEALTH OF PSNNSYI,VANIA . DEPARTMENT OF HeALTH I VITAL ReCOAOS
CERTIFICATE OF DEATH
077622
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
HUlrRITMHT Ifl)( U!IJ!$!ON
Df"f1T. ,'80601
II^m~ISBURGJ I'h 1/1;'8-0(>01
(~
NOllcr Of- INHU/l r ANCI 'Al(
APPRAISEMENr, ALlOWANCL O~ DISALLOWANCE
OF DEDUCTIONS AND ASSI'SSMI'NT Of TAX
MICHAEL J CUNNINGHAM JR
1216 TOWNSHIP LINE RD
PO BOX 305
OREXEI. HILI. PA 19026
DATE
ESTATE OF
DATE OF DEATH
FI LE NUMBER
COUNTY
ACN
! -
r--
08'.11- 9 7
FAI.CONE
08-12-96
21 96-0700
CUMBERLAND
101
Amount R-e-m-i-tl~-t{
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,(.~y"..j\~fi~.",<;\ ~..>'t~
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HEI.EN
E
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MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ..
R-EV'- 154"i" EXuA F'P-- [,"3"."9'7") - NoYf CE- "OF - "iNHEiII f At.fc E - YA'X" A-P PRA IS EM"ENT -,--A L l'-oWA 'i,ic E - c"li" -" - -.. -" -"" - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FALCONE HELEN E FILE NO. 21 96-0700 ACN 101 DATE 08-] 1-9/
TAX RETURN WAS: I XI ACCI'PTED AS FIl.ED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
- -
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate {Schedllla Al (11
2. Stocks and Bonds (Schedule Bl (2)
3, Closely Hold stock/Partnership Internst (Schedulo Cl 131
(" Mortgages/Nolos Race i vable (SchedLlle D 1 (41
.5. Cash/Bank Deposits/Mise, Perso"al Prop81"ty (Schedule E) (5)
b, Jointly Owned Property (Schedule Fl (61
7. Transfers (Schedule GI (7)
8. Total As~ets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Misc. Expenses (Schedule Hl (9)
10. Debts/Mortg~ge l.iabllitie$/Llens (Schedule Xl lID)
II. Total Deductions
12. Net Value of fax Return
13. Charitablfl/GolIsrnnlental Bequest!; (Sch.dulft J)
14. Net VllIlue of Estate Sllbjed to Tax
1 CIIANGED
.00
...9.Q..
.00
.00
109,078.08
.00
.00
181
23,703.75
.00
(111
<121
1131
114 )
NOTEl To tn~urft I)'"(lllel'
credit to YOW' accoun\ I
subml t the UpPfU' pod IUh
of thl!i fOf'1I1 with ymj"
tax pnYll1snt.
109,078.08
n.703 75
85,37(,,33
.00
85,374.35
NOTE:
14, 15 and/or 1&. 17 and 18 will
f'eturns assessed to date.
If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. AlI10unt of I.ins 14
lb. Amount of Line 14
17. Amount of Line 14
18. Principal Tax Due
at Spousal
taxable at
taxable at
n~to
115 )
(l6 )
1171
lineal/Class A rate
Collateral/Class Brat.
TAX CREDITS:
~~_.._.._n.
PAYMENT
DATE
-64-:i1HI7
I
L___~
.00 X .00,
85,374.33 X .06,
.ODX.15,_
1181
.URNEUiEBI~T-_n_- --~:~~~~IHY~E~T~~;:~-I-~;-T- AMOUNT PAI;-----'
i\AI853ili~- ----------~OO-. ------ 5, 122.46--
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
------------
TOTAL DUE
.00
5,122. (,6
.00
5,122,(.6
S, 122, It f)
.110
.00
.011
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IE TOTAL DUE IS LESS TIIAN II, NO PAYMENT IS RIQUIRIO.
IF TOTAl. DUE IS REFl.ECHD AS A "CRIDlT" ICR I, VillI MAY RI' DUI
A REFUND. SEE REVERSr Sllll Of TlHS fORM fOR INSTRUCTIONS, 1
RESERVATION,
PURPOSE OF
NOTtCEI
PAVMENT,
REFUND (CR),
08JECTIONS;
ADMIN
ISTRATIVE
CORRECTIONSl
DISCOUNT;
Pf.NAL TV;
INTEREST I
;';0
<,';1
Iii
[;'-
~..
1.1
(".I
r''', -:'
i'hUaI of dee.denh ~1I_,1'if) on or bofor. Deoember 12, 1982 ~- If allY future Interest In the estGte Is trllnlferred
n-pou..&ion- or enjo~~Q!, to Clbu 8 (collflt.ral) banaflc1arJeti of the c:jeQedent after the 8Kplratlon of anll utatll
life or for yearfl, the COllllllonwult.h herebl/ expren!y rell8rves tho rlllht to appralu and 811eu trllnsfer Inheritance
!It the lawful Clau 8 (collahrllll rate on any such futuro jnterest.
lor
hXGB
To fulfIll the requlremunts of Se(ltlon ~l(tO of the InherJtance 8nd Estnte T!lx Act, Act 21 of 1995, (72 P.S.
SQctlon 9140l,
Detach the top portion of this Notlco snd submit with your fllIyment to thl) Register of Wills printDd on the reverse side,
.-Make oheck or money order pa')'ablo tOI REGISTER Of' HILLS} AGENT
A rofund of II tal( crodlt, whioh 1<trIS not roq!,Jostecl on the Tnx Return, may be roquested bl/ completing iln "^ppllcetton
for Refund of PennsylvanIa Inheritance lInd (stah T<I)o''' IREV.1313L ApPlications are aval1eb1e at the Office
of th~ Register of Wills, any of the 23 Revenue Olstrlct Offices, or b')' calling the special 24'hour
llnswerJng service numbers for fornls orderlngl In Pennsylvania 1-800-362'2050, outsIde Pennsyl"antll and
wlthJn local Hnrrlsburg arGO 1717J 787.8094, TOOM [717) 772-22~2 wearing IllIpalred Only).
Any PMty In Interest not satisfied with the apprfllsom&nt, allowance or (jJsallowance of deductions, or f1lt&lIS1lment
of tax (Including discount or interut) liS shown on this Notloe must object within sll<ty (60) days of reoelPt of
this Notice ny:
"written protest to the PA OeJH'lrtment of Revenue, Board of Appeals, Dllpt, 281021, H8rrhburg, rA 171;!8-lD21, OR
"lIhctlon to have the lIIatter deterllIned ot 8udit of thll llflcount of the personal representative, OR
--eppesl to the Orph8ns' Court.
f8ctual errorD discovered on this tulS8SSment ShO\lld be eddressed In writing tOI PA Oepartrrlent of Revenue,
Bur..eu of Individual laxes, ATTN: Post AISUslllent RGvle~r Unit, CGPt. 280601, Hllrrlsburg, PA 17128.0601
Phone (17) 181.6!iOS. S.. p8ge S of the booklet "InstructJons for Inheritance Tal< Return for a R!uldent
Decedent" (REV-ISOl) for en el<plllnstlon of adlllnlstratlvely cOrlectable erron:.
If anl/ tal< due II paid withIn three Ol calendar Months after th. decedent', death, a fJve perc.nt (5%) dhcount of
thG tax paid I. allowQd.
The l!;% tax aMnty non-partlcJpatlon penalty it cOMputed on the total l'Jf the t8)( and lnterut alulled, and not
peld before January 18, 1996, the flr.t day after the end of the tax allln"stv periOd. Thll non~partlclpat1on
penalty Is appealable In the ISllle lIIannar and In the the ~alle tl.e periOd as you would appaal the taK and Int.r..t
that heB been ~lsQssed as IndJontod on this notlc~,
Interest Is charged begJnnlng with first day of delinquency, or nine (9) Ronths ftnd one (1) day fro~ the date of
death, to the date of pal/llel,t, Tal<8I which becallle delinquent before January I, 1982 bear Inter.., at the rate of
sJ)( (6%) percent per tlnnu~ cslculatctd I'lt a dally rate of ,000164, All tal(1I whIch becallle dallnquont on and after
January 1, 1982 will bear Interest at a rate ~hlch will vary froll c~l.ndflr year to calendar YlIlIr with that rate
announced by tha PA Department of Revenue, The I'lppllcablll Interest rates for 19&2 through 1997 arel
'!!!! Interest Rate Callll InterClSt factor ~ Interest Rate Daily Interut Factor
1982 20% .000548 1981 11% .000241
1983 16% .000438 198&-1991 11% .000301
1984 11% .000301 191J2 9% ,000247
1985 13% .0003S6 1993~1994 7:{ ,IlC019Z
1986 10% .000274 1995-1997 9% ,000247
..Inhlrelt Is calculeted .. follow..:
INTEREST. BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREBT FACTOR
..Any Notice illued after the tax beco..s delinquent will reflect an Interest calculation to flft.en (15) dlYI
beyond the date of the a'lellllllnt. If paYMent Is Made after the lnterest computation date shown on the
Notice, additional Interut lllUtt be calculated.