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HomeMy WebLinkAbout97-00074 PETITION JiOl{ .,I{OBATE lInd (mANT OF U:TTEI{S ~-ql-~i 1::Hote :If. ,lQJ,nle 7,idl.l i nurU Z('I', of,WJ knOll'f1 fI,\- . Nn. (0; ..., _._ R"I'."lelo( II'ills 1'01 [II,' ';"~'-"-:h'''h''''''''''''''''hI62':;22';:'30r.Tj jJ"''I'II.II'd. ('OlllllY or c"\.u\'J:;c;d.i.llld.. ill Ibe SoC.'wl Security No. ................_....: ..~... Conll1l0nWeallh or Pennsylvania Tbe petlllnn or IlIe IIndelsigned respecll'lIlly rcpl'l'SenIS IlIal; Your pelllioner(s), wb" is/arc IH yenrs or uge m "Ider an Ihe exCclll.QL...___.._.....~....~......... named 10 llle InSI lI'ill or ilw nbove decedeal, dnlcd.Nov.ember.. 5............_........_.....___..._~_, 19....!liL-. and cndidl(s) dnled .._....N'.:lNI:::..,..~.._........ ._".,... ..h_...._..__.._.........~.........._.._.___..._ _~~._~~._._.____~__._'_'.L.__.'..__._._._._.~~_.__,__._.__._._._________. ----~---.------~----.~--_._.~-_.~.__.__.-.--_.~---~~.__.-._.-.._-----~._- (~lil\C rclcvlIlll c1rl'llln~lalll.l.~, e,g. ri:Il11l1dntinn, dcllth or C\c..'1I1or, eIC,) Dccendent WBS domklled al dcalll In ._0....~rl~c1 ._ COllnl\'. Pennsylvania, wilh h er . Insl family or grinclpal residence at .JfQJ_ <::ar01. Circle, New Ctinperlan~._. _P.lmn.[y.J.YM.~UQL...__.._,__. ._......~..,__.__._._____.~__~_ (list Wc~'l. numher and fllundpalily) Deccndcnt. then ~._. YCII" of a.e, died ...Q.C1l1ulaEY_l:!'~'T~~-'-' 19,.;b:./J.' al Hardsburq Ho~ital,JiCjt'rhm\lJ;:9J Pennsy \l.C1l1i<L_jrw\~ ~~(,t~I{!J.... EXl.:'ept as follows, decedent did not marry, was nol divorced and did IHH have' ~'hifd born or udopted "rler execution or the will Mrcred for probate; "liS nl11 Ihe vklim or a killing and "liS never adjlldicated inl'Ompelcnt: .. No exCC'nt;ans.....~.....__..__.___.._.._..._._....____~___._ Del'cndelll at death oWlled properlY with estimaled \'IIlues liS rollows: (II' domiciled in I'll.) All personal properl,' (II' not domiciled in I'll.) Personal properlY in Pennsylvania (If not domiciled in I'll.) Persollnl property in County YIIllIe of relll estllle in Pennsylvanin situmed as follows: 801 r"n'"Il r; "'f"]". Mot.' ('<jTT1h>,..1 ;mr'l. S 186,054.00 $-..--- $---- $ 90.000JllL....._ PAnn"Y.llzan.ia- WHEREFORE, pelitloner(s) respeclfully request(s) Ihe probale of Ihe last will and codicil(s) presenled hcrewilh and Ihe grant of leller,___ Test1l!11entarv .., theron. (leslamen[Ur~'; lldrninislrmj("\n C,l.a,; administnuioll d,b,n.1.',1.1I.1 E c " H 'g.g ",'= ~tt: 'li~ EO ; c '" Vi ct~. le .0 .lr 09 f..outh Harrisburq. street PA 17109 .,-,.:JL- _0___.___0__.--.-..--.-. _.___..._.__.~___~_. _._.._._~.~___o..__ ___~.____o___.___._ -_ -_.__ '-_.'__~ -_.__.____.,. OATH OF PEHSONAL REPRESENTATIVE COMMONWEAI..:rH OF PENNSYLV Al\IA L 88 COlJNTY OF..._?i.(,.2~c/'!:.L~tJd!6..__._ J The prtilloner(,) abovl'..n,,,,,eli swear(s) or a[firm(s) thaI the SlalcmenlS in the foregoing petition arc Irue and corr,'ct 10 Ihe hl'st of the knowledge and belieI' of pelitioner(s) IInd Ihal as personal represen. l.nliVe(,) or Ihl' above dccl'denl pctllioner(s) Wil~W' and Indy administer the estate according to law. /'./ .. -r=.. . Sworn 10 01' l'firmed and subs.:ribcd [' ~~__~_ en be~' mc Ihi, . .~.?-;J.. '!i.r~y ,1 -.- ~. -~ ftll'-'r 1.4}. ..' .19 71A;~ j_' !'i .t..g.~J; 1,~t8 '({YeP 1-"~{;';;r"I:,,'1}I.7fj: ..:=':::::::::::::::::'==== ~ DESCENDANTS - The term "09$cendanh" as usedl n till s Will means the i mmedl ate andmot.lawful lineal dli!6cendanh or oHsprlng by blood pr adoption of the perlon ref.rr~d to who are in being at the time they mUlt be alcart.ined in order to give effect to the refer~nce to them. ~ - The term "Minor" &$ uaed In thi s Wi 11 means a person under IB years of age. PER STIRPES - The term "Per Stirpes" as used In this WIll means that whenever distrlbutTon is to be made per stirpes, the estate or portion of the elitate, to be so dilitrlbuted, shall be diVided Into as many shares as there are sLlrvivlng heirs in thf! nearest degree of kinship to the decedent and deceased persons in the lIame degree of "Inahlp who left ISIBue who SLlrvlVe the decedent. This degr'ee of kinship shall be termed the root gem;,ration. Each surviving heir In the root generation shall take one full share. Those remaining heirs, i.e. the sclrvlving iSf,lue of the d!lc:eased persons in tl18 reot generation, shall h'~e the share of their deceased ancestor in the root generation, such share being divided in the following manner: each surviving issue shall take the fractional share that his or her immediate ancestor would have tal(en had he or she survived; and when there are two or more such surviving Issue in the same degree of kinship they shall divide SLICh fractional share equally among them. PER CAPITA - The term "Per Capita" as used in this Will means that whenever distribution is to be made per capita, the estate or portion of the estate, to be so distributed, shall be divided into as many equal shares as there are surviving issue, standing in the same degree of kinship to the decedent. Distribution shall be made without reference to right of representation of the '3UrVl vi og i SSl.\e. ISSUE - The term "Issue" as used in this Will means all persons WllO are ~nded trom the person referr-ed to, either by legitimate birth tD or adoption by that person or any of that descendant's legitimately born or legally adopted descendants. INTENTIONAL OMISSION - I have intentionally omitted to provide for any relative or other person, not named as a beneficiary, under this my Last Will and Testament, whether claiming to be an heir of mine or not, unless otherwise provid~d for in this my Last Will and Testament. lTt::M 4 I hereby give, devise and bequeath the following: a. to my nephew, PETER ZIRILLI, of Harrisburg, Pennsylvania, my brick ranch type house lotated at BOI C~rol Circle, New Cumberland, Pennsylvania, and the lawn and gardening equipment contained therein. I also give to PETER ZIRILLI ilny automDbile owned by me at my death. If PIOTER ZIRILL.I does not survi ve me then I gi ve the above described property to hi s chi I dren. PAGE TWO OF SIX PAGES ( ) . ' i/;} / .I ~::.!.uL0%/.l(L~~.Yiij~'~" If.~ I' , ,UJJi rJ/~ :2!<. ,( Commonwu~lth of Punn~ylv~nl~ Self-ProvlnQ Clau.. STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND I, JENNIE ZIRILLI GURTIZEN, Test~tor, whose name I. signed ta the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last WillI that I signed It wllIinglYI and that I signed it as my free and voluntary act for the purposes therein expr.sged. ( ).'/~~>t J:~~&./ 4di/!%) ,~Z, ILL! GURTIZENv v Sworn or affirmed ZIRILLI GURTIZEN, the to and acknowledged before me, by JENNIE restator lhlS "=__~'>""'-'~ /(010 . ~~~c;t'~'.~~---"-- /i()IWIi:1 ~'eaJ I "~I~~ II liu~I(;r. NqIaty ~ ..... .., P.<xo (uI11Oettlr(fC<<iolv J Aft i davi t . ~"S<Ol1l:xplresO:t 18.1003 Member, f'ot1OIly1vanja As.-OOalIa, of Notaries STATE OF PENNSYLVANIA \ COUNTY OF CUMBERLAND . , W., fJ.$PtI ~J~ ~~J(' _,--.t..1/ "-- LS<...~ /:) an (}o,l~ and ::r4/~ ~<- {,7d6.I'r'v{/ the witnesses who;en;;re; are slgnmd to the attached or foregoing Instrument, being duly qualified according to law, 00 depose and say that we were prosent and saw the Testator sign and execute this Will a9 her Last Will, that JENNIE ZlRILLI GURTIZEN signed willingly and that JENNIE ZIRILLI 8URTIZEN executed it as her free and volLlntary act for the purposes therein expressed, that each of us in the hearing and sight of the Testator signed the Will as witnesses, and that to best of our knowledge the Test~tor was at that time eighteen (18) or more years of /ilge, of aOLlnd mi nd and Linder no constraint or undullI influence. . I LI .~~/ :tkUr.J tLtt"JU ],./, , <Vc WITNESS ' _~~, (r-<L- !v~"f/.., / cU~ WITNE/ ) / / ),. (, ~e, L~ O"",,,~,,"\2 mNESS' - .' by and 8worn or affiEmed to and suba~riped to before me s.-rlullt,,-rJ .4NtA~J)~/'.H(' /J'h Lb6' 1:J,'s/--{.N Ie... " ",.-, , .x> w'!F. W"".~:-" /( ""'''~fO_, i [ 'd1~ __, ~K~~ otary o.tsIOBoit,"t~Nlll I.\-Com1...~O:t ~ Mombe~ P.nnayt;oanlaA&"""~-of'" '~11'Il1Iaries " N ... ",-. .~ ..Jq. ~; (i~~.: ;',:: {"'.- :, il: " I,j' ) ","')' 'r! . ~ 3 =, . I.. I ttj .(~ P\ dd " fj:'".,' (~ ,:,-,., t~ .~t]j ijlQ; cr I ~ 8i I ~.~ s ~ ~~. I c,--.. ~I . ~I ~. , 1 \:'- ~ l::J-o , i ~ ~ , I tool '"'- il fa ; "6 I~ ~~ ~ , , . ..., I!j /')lc ",v 1\00 ". 1'9<1 FOR DATlS OF I>EATH Ann 12/31191 CHeCK HER ~:J~i.~CI INHERITANCE TAX RETURN ~o':,::~UWDIT 15 CLAIMED I ] .....,.~ RESIDENT DECEDENT Fill NUMBER ?197-0074 COMMONWEAlTH Of PfNNSnVAN'A (TO BE FILED IN DUPLICATE I DfPARTM[NT Of REVENllf HAR",IUlld~ol~:".060' WITH REGISTER OF WILLS) COUNTV CODI 1997 VIM 00074 NUMBI ;;~,~~~ "6'[( ~~~~~~'~'i;:~;~~-M;t~i~l;r-~~n...~._~'~- 1f,'(r~~.I~.. s cCl;'~~~~2rA~1)~,r~-d~j,-~-r~'^- -"17070. -.--. ~ --- IS6Ci~~~~~;.;~~~~~.~q . ~ r~l~ ~~~~7 I"'~~/~'~:/l 'j (""":f~ IT ~la:ld (booty c ,. ....~~~i:~:""NO.I~~:i~~:i "~~ "'" '''" "",'''''' ,." I\IJ;;/~'u",,, 'HI"'H" "~~~ """"0 lifE ":"~"Ot:.. l;j 1 0' I I R [I 2 5 I I R [..1 J. Rom",'nd.r R.turn IK . rIg no ulurn -__ ,upp ornQnla oturn .. " (for datol 01 deolh prior to 12.13.8: [J .d, limited estate [] 40, Future Interlul Compromlsl:I [] 5, Fedltrol estate Tox Return Required liar dol.. of d.alh all" 12.12.e21 !Xl 6, Decedent Died restOl8 [] 7. Decedent Mainlained 0 livina Trust (Allach copy 01 Willi IAllach copy 01 TrUll1 ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO, ~ffi NA.ME COMPlETE MAtlINbAO""5ifi'S-.-_.._--"-~'~-'''--"-~-''-- .... .James F. Wildeman, Esquire P.O. Box 842 Sf TElEPHONE NUM'" ...-..-.......-....-------...-.-...-.---' Harrisburq, PA 17108 .. __~. I 717 1 2:12-1721 . . TI R.al E,'a" 15ch.dul. AJ 2 Stack. and Band. (5ch.dule BI 3 Clo~ely Held Slock/Partnershlp Interest (Schedule CJ oJ. Mortl)oges and Notes Receivable (Schedule 0) 5. COlh, Bank Deposlls & Miscellaneous Personal Properly (Schedul. EJ 6. Jalnlly Owned Properly (Sch.dule FI 7. Tra"'.,, ISchedul. GI (Sch.dule LI e. TOlol Groll Auels 110101 linel 1.71 9. Funeral EKpensss, Admlniurotlve Colli, Miscellaneous EKpensfll (Schedule HI 10. Debh. Mortgage liabilitles, liens ISchedule II 11. T 0101 Deducllons 110101 Lines Q & 10j 12. Net Volue 01 Ellate (Line a minus line 11) 13. (harllcbl" and Governml1ntal BequesU ISchedule J) .___~ !~et Value S~biect to Tax lL1ne 12 minus Line 131 15. Spou$ol Tran,fers (for dotel of dt'oth after 6.30.94j See In,trucllonl for Ar,plicable PerCen!a9~ on Revel'le (151 _____"__~____. Side. (Include valuel rom Schedule K or Schedule M.l 16. Amoun! of Line 14 taxable 01 6% rote (Include vtl"J81 from Schedule K or Schedule M.J 17, Amoun! of line 14 tOKoble at 15% rate {Include values from Schedule K Qr Schedule M.J 16, PrincipaltoK due (Add IOK from line~ 15, 16 and 17.) 19, Credih Spousal Poverty Credit Prior Paymenls DIscc'IlJni _.....nn"'''' + 39_Loog,o.o + 1,250,QO....._~_._ r,! ~!iVJ Irl~!:i :tg:9 U!i:'" z ., i= 5 ~ u w .. z c i= .. ~ lE c u _ 8, Tolol Number of Safe Depalit 80Kfl~ ._._--_._-,.~-~-~_._._._._. .----~--~---_._~ 11 ) __....9.7 ,5.DD~DO~ 12 1 ..........-_...---~..__..,...._._. ( 3 ) .._~..~~~._._,~_,__.G-C) c. ,", 141_.____.~ 15 1 .__ 209,501. 83.___._ ~d I :0 ~ " '" (61 __L.9.6.UL~__. (71 __..___.._~__ '.,< lAI !'":J (91 __.fl.L156.~.50 __ 18 ), 30.8,966.0.6 r ~,l 110) l' ~19~66 . :') Ill) 21,276.~E..._.__ 112) _282.,.6B9..90"...__ 113) ____.~..~..... (14) -2a7.,.6.B9..$D..-.. _><._i11 (161..._._._.____...__.X 111) __}87!.?(39..~9Q....,,_~x ,06 a .15 = 43,153.49 -_._~.._--_..~,._-_.._~- pe) II1'ore$l .._~~~~o .OQ....._.._ 1191 1201 ~ ... 20, Uline 19 il greater than Line 18, entflr the difference on Lif1fl 20. Thil j, the OVERPAYMENT. aD . ..2..I.2Q.3.,~~.. Check hCfC H you arc requesting (J refund 0 YOllr Dverpayment. 21 If Unfl18 i$ greater thlln line 19, cnler the differof1co on line 21, Thi~ II !he TAX DUE. A. Enler Ihe inter(l~l on the balance cllle on Lino L 1 A B. Enter lhe total 01 line 21 and 21A on lina 21B. Thi~ is the BALANCE DUE. _ _.~_~~~!_ Ch!~~._~~V~!__~~.!.~..:.~.e(lls.t.8_~_.o.f "YllIs.~~g~.~.I. 1211 121A) 121 BI .. . .2,1.03,49 -_..~.- ......._-~.~liEsuliEroA~iSwER.AiLQUESTIONS ON-JiEVERSE SIDE AND TO RECHECK MATH -<-< U;;'der pon~it~'~- of pJ.!.;.i~-;y:I-~~.I~~.;~li~~;..;x~~;i~d...ih i;';-~;~, ~~ ~~ 1~~i;q'-a.~~~-~p~~-yi~g..~f'l~d~l~ ;-~ stol;;;~~;;s~~nil.~th;-b;~t~'~y -k~;;w I~.dg; ~~~'d -b-;-ii;t I i~ true, cor'ocl ond complete, I dlldore Ihat 011 rccll o!tale hm been t~poltod C1ltruo markol ~'oluo, ooclorOllon of proparor Cllher than the personal reprll$llntati'lfl I oased on all information of which pro parer has Clny knowledge (~."Si":S"7.;7)",'''~~~~R~\'south 31st stJ:0,,'t. I 1"J:r).qQill:g , . Pl\J7l0'L. . Of PR[!'AR Tilt N IPR[Sfl,HA!iVI A()()RISS P.O. Box 842, lIarrisburq. P^ 17108 DAlf Z.1-m....-A ''197 DA'i:.~L.-. - -- -,,~- Z'1~L'J'11.. DESCENDANTS - The term "De~cen::liln: s" as ,Ised 1 n trd s Ivi 11 ll1eMo the i mmedi lIte and remoFe"lf,l;hll lineal descend!'.':!. "'I- ",HsPI"ing bv blood or adoption of the person reh'"-p.d to l./ho are In beH,. "t the tlm~ tr,,~y m,lst be ~scerteined In order to gIve effect to the refer5cce to then~ !1!l:!Qf:! - The term "Minor" ilS ,Ised In trds Ivill meMS B person under 18 ye~rs of E1ge. F'ER STIRF'E~ - n-,e tet"m "F'er Stii"P5!." "s Cised in thi s IVlll means that l'lhenever distrlbuti.on is to be made per stirpes, the estate or portion of the estate, to be so distr:outed, shall be divided Into E1S milny sh"res as there ilre surviving heirs In the neilrest degree of kinship to' the decedent and deceased persons in the same deg~ee of kinship who left ISSCie who survive the decedent. This degree of kinship shall be termed the root generation. Each surviving heir In the root generation shilll take one full share. Those remaining heirs, i.e. the sCirviving issCie cf the deceased person" in the root generation, shall tilke the share Of their deceased ancestor in the root generation, such share being divided in the following manner I each surviving Issue shEll1 take the fractlonill ~hare that his or her immediate ancestor wOCild have taken had he or she s,wvivedl and ,;hen there are t1;0 or more sCich surviving issCie In the same degree of kinship they shall divide such fractional share equally among them. OE~ CAPITt ,- 7h~ term Ile,S!- C?oit?" ~s used In this Will means that whenever distribution Is to be made per capita, the estite Dr portion of the estilte, to , . be so distrloCited, shall be divided into as many eqCial shares as there are sCirvivlng lsaue, standing i~ the same degree of kinship to the decedent. DistribCition sn"II be made withoCit reference to right of representation of the ."rvi vi ng lss"e. ISSUE - Tha term "Issue" as used In this Will means all persons Nno are descended f t"om tr,e person ref ert-ed to, el ther by I egi ti mate bl rttl to 0'" adoption by that oerson or an,' o~ ~hat descendant's legitim~tely born 01" legally adooteddescendlnts. INTENTIONAL OMISSION - I have Intentionallv omitted to provide for any relative Dr ott-rer person, not named as I beneficiary, Cindet" this my Last vJi11 and Testament, whether claiming to be an heir of mine or not, unless otherwl~e provided for in ~his my Last Will and Testament. I TE~I 4 I hereby give, devise and bequeath the following: a, to my nephel;, F'ETER ZIRILLl, of Harrisburg, F'ennsylvMla, my brick ranch type house located at 801 Carol Circle, New Cumberland, F'ennsylvanla, and the lawn and gardening equipment contained therein. I also give to PETER ZIRILLI any automobile owned by me at my death. If PETER ZIRILLI does not survive me then! give the above described property to his children. PAGE TWO OF SIX PAGES ("7 " -. I,wllv A~/,r,:,." "'" _ ~~ .f:j .'c, / , ' " I! I::! ;:..Lf.J..L '~'ll) ~I /), / , " .-- b. to my niecll, SUSAN HAWI<E, of H~rl'isb"rg, F'snnsylvania, my mother's goln \'latch and.ehain. e. to my sister-i~-law, FRANCIS ZIRILLI, of Harrisburg, pennsylvania, my thirty (30) inch gold chain with a 110.00 gold piece attached. d. to MARIE ZIRILLI, of Harrisburg, Pennsylvania, my eighteen (Iq) inch Qold chain with a $2.50 gold piece tlttached. e. to my brother, PIETRO ZIRILLI, Ot Harrisb"rg, F'ennsylvania, my grandfather clock and mantel clock. Also to PIETROZIRILLI I give any monies in my chackinQ account and savings account remaining after payment of estate debts. ITEM 5 I hereby gi va, devi se and beq,leath all the rest, rasi due andramai nder of my said estate and property of which I may die seized and possessed, .and to which I may be Ii1ntitled at t~le time of my dli1ath, of whahoavar kind and nature, Glnd wheresoever it may be situGlted, be it real, personal or mil'led including any power of appointment that I may have, absolutely and in fee simple forever to my beneficiaries who survive me ,t the diseration of my e>:acutor. ITEM 6 I hereby appoint PIETRO ZIRILLI as E,:e"ltol' of my Wi 11. If my E::ac"tor fails to serve, or for any reason fails to contin"e to serve, I then appoint PETER ZIRILLl to serve as Ellewtol'. ITEM 7 I designate my E::ecutor to be an Independent El.:ecub:lr to the hll J est e>:tent pl!lrmissible under the IGlws of the State of F'ennsylvar,ia. I direct that no bond or other security be required! I further direct that no action be had in any court relative to the administration of my estate other than to prove and record thi s Wi II and to return an inventory, apprai sal and list of r.l ai ms of my el>tate. nEM 8 If any part of this Will, or any trust hereby created, shall be invalid, illegal, or inoperative, for any reason, it is my intention that the remaining parts, so far as possible and reasonable, shall be effective and fully operative. My E>:ecutor may seek and obtain court instructions for the p,lrpose of carrying out as nearly as may be possible the intention of this Will shown by the tel"ms hereof, incl,lding the term held invalid, illegal or inoperative. F'AGE THREE OF S I X F'AGES .-) "7 . ';7' . .:.,.; '1/.,/a /, //llt~//&' . - ,j' I- /,j, )'iV4L-' 1 lA/I. .' \;C/' (.. I~' .~~ J\. G.l:;'l"l'l,~MI,;urr' S'r1\'J'EMmrr \l,II,IIr.l'f,ll1'tlr.tITClrllcUnlllll ,vlf) URIlMt 11tvRI.Ormarr -- 01111 No, nO~~OH' 'i'r it7'TY'HO'Pil.lM 1. I I rll'" ~,I I hll~ J, I 1-(;;;;-:--Ur;J~-;I'" -fli:i"IiU-tlIIIlR--"'~-]":;~-i.O"IF-HUiiillii:--'-~-"'-~~"J',,'-ilOmAoiil"iiilCAil,iUHDii\ 4, f I V,," t. I I eo~, In.. _._~!.!!..~':-.,._____ ___"~~_~ _~____ 0, HonIlttlh hnl 1. hrr\i.h.d to ,Iv. YOll I .l.llll.nl. or .ollld ..Ulullnl O(l'l', Ml"lltlt.. plill lei .nd by UlI 1It.\1'.'n\ 'Wln, u. .hown, n.., .uk.1t "I'OCI' ".n plid ollhld, t.h. ",I(1.Jn'lI tll.y..n .hOlfn h.n r(ll' In'"r..tl"nll I'lItPlt'" In. Jr, no\ inallld.d in \hl t.ot.d., t.O 10_U CI/rn'1P1 · ~.: 7"''::' -, ~~.::.'~~~:: ::::.: -] ":::' -." .. .-.. o. '1I0nl\" LOCATION It. t11l'M'LZIIIIHT Mlltrr ~J-U1UU I, tl1Tl.IHllltf pf,n 101 CMOJ, .tun tnnnA'M: AhITM^CT CIHIPA"Y HIW CUIUJ'''I~n, PA i 1010 CUHDllUAHD COllntv, 'A PMCI or U1"J'I,lmlltT IJJI ttAfII~n ImElT CAM' 'l1Lt.,.A 11011 Muoh 21, un ~, .UHUAIl,Y or 1l0l'J(OWlA'1 100, 011011 MOUNT PVI '"0K 10MOWlfll 101, c(ln\uot. 11111 .rtn 101, hnonal 'toput,. ~~tt.lll1.nl;C:llu,..tono1'tO'llflr 104. JOI, T'lWiIAC'tlON Hn.1400 400. n,500,00 401. 402. I,UJ,SO 403, 404. HS. II, II,IKtlMY or ULLlII.'1 ~HUqTJOH OROIll ,,"oulI'r 01,11 T(I tlLLIA Cllnttlltt.t1u.r.lo. P.utlnJ1 Propnty H,tOO.OO -- --.- --~-- Ac$,".t..,ntl for it... "del by BIlllr in .dv'llo, "diUlt:;"/lt~ tot it... pdd by tIIlhr in .dv.ncu, 10C. Olty/hvn tu.. " 40', r.J.ty/tll\tuhllu I. 101, CClllnty \UCII 0'~21-t1 to OI~OI~U 281,)5 401, COllntytulI OJ..21~n to 01-01..10 IIt.U -- 108, lIohoolU'u.. 0]-21..'1 to 01-01~P1 30!l,61 40e. oohaoITIIl" 03~21_t1 t(l OhOl..t1 JO$.fl Jot, Truh 'to 11.\1011 O]-U~t1 to (l4-01~t1 4.35 .ot. TruhrroR.tJon ot-U~n to 04-01.n 4.31 110. 410. , lH. 411. IU. 412. 120. 011.018 AlIOUHT DUll 'ROH BOAAOIl'EA ",lU.82 120. QI\QIS "'lOI1IIT Ollll TO 8ZLLllR U,OU,U .100. MOUlfT' PAID BY OR I.M Bllt1oL' 0' nOllll.otmll 101, D,pollltt or .arnnt .on.y 202. 'f1noipal "--OUl'!t of H.w l.oln(., .10), l.llt.ln'1 LOlllfl1 't'lk.n Illbj.ot t.o 204, '05, 20.. 20'7. 20J, rot, 5110, IUlDUCT!ON8 It! o\H('IUHT DUll 'to Ut.w:1l 1,~OO.00 aOl, Bllo,,, ll.podt 'I.. in.truotlon.) 502. IIUIllIltnt Chnqll to PIller l1nDUOO 50J. IllCht!n, LOin' Tlkln PIIl/j'lIt to !l04. l'I)'QU o! tint .ort'J"~' lo.n !lOS, hyoU II! lDoondllort9'9.1olln 1---- ;0,:--- 501. Cll.potit dhburlld II pUlo,lId.) ',500.n _~d~Il.t...nt.. !o~~~by 111 II!: 110. city/town hu. to ~2nt.y t.~_ to 212, 'ohool 1'.11.. to JU. l'wU 'ro IIlthn Ol-Ol_n to O)_a1_n 214. ~.' 2U, In, 211. Ut, !oe. !Ol. Al./jult....nt.. f"t U,", 1ln(l.ldby 1lI1hr ~ 10. Cltyltown hK-;' \0 Sl1. COllnt~ UlCII \0 512. '1I11001tlllll \0 U.3J 51), 1I,,,,.r'rltR.tion 01~01~11 to OJ~U-11 ii4. 515. 514. - ~ 1" &1e. -. - Sit. -- I5,U -- 310, TOfU 'AIO IlY/'O" IK.lIlAOWBR I ,~IS. J) $10. TOTAL REDUctION o\HOUNT Dill '1!:lJ.E1I !:!.:..C"" At II'lTLIIHlH'l' rMH/'I'O BOAAoWn '00. CMHI no &nTLIm:tl'T TO/'tlOH III.L1R )01. Oro.. Nit PIl. hOlt Barrwlr I Un. UlI) U,H2.112 '01. Ot'oll Mount Oil. to hl111' IlLnt 4201 302, ..... bt hid bytror lorfow.r lliu 2101 I I,US.H) '02. Ln. tI.duGllon. Pili "UIt i'i.ln' ncq , .,JII.n U,OU,32 ',314.21) JOJ, CAlY IXl .IlOM I I TO IIOlUI.mn:R ",171.4t 'OJ, CASII PlI TO l)rROM IILt.'R ",""10 th. lIndlnl9nllld hlt.bY'lo~nowhd\l' r2:l. :~r~"d ""' A A .I, J < __ hOIlllOlrl1l __~ 'GAko"" L. 1ST'll' of 111\1" 1" of th~~'2,?:~,~~~nd SCLI.'. IIITATI: or JI(J7' GlIkTUBM SIII,I,l:R__ tollnlln. 1I01Ut0lfltl IlUO-IIJ-U, tul8'A, He U05.J UF:-;"r1,l;/tl;Ul' lJT^TF:ItWl'I'Mil: 2 ---- I.. IIt'M'I.I~Hl:tlT ClIl.l\Ot/l 1oo-;T'";~i-;;tD~;;;;:i;;-{;;;n;;~d'-;'-;;--r, i-~~', .....--.- .,~.". - <--- -. -:~_-L~--:i~O!!-,_QO . _ >-i;'^ilJ'rll~H-"-'. - .....,ii-il-;;QI,--.. --ri1v~';t-c;;.;-j',-;l~Q.;(lT;;;':;o~~-'i-;:'li~.~; _'N'___ ~_.. --~...-. 'ICoIIRt/l/tll'll IIt"',!>II'11 ;OI:-'~UO-WRiTAAi"iuw:;;---,;:uoc'i-":Tr.U ~-=,~~:='_'~-~~=~:--" -- .-...---<.-~.".--.. .~..- rUII{I/I AT rUI!IJ[J f;T m7'i- \0 ~---":'___.__.__".______.____.~~~:=.'==='=---==~~~,~=-=~~ _._~::':'~I!!....._ ..~._.!!~~~~. 10~. C_L"ion 'lid It 81ltl'II'n':..__,___._______.___~_._..____ ___.__"_'_ _<---.~.~..:.,I2.~:.~~. 104. 100. 101. 10). IOJ. 104. lot. 10'. 101. InHI ,AYAIU 1M COM,,~enON WITH LOAN Lo,n OrLvlnlllon ,., . -.l-;.~----_.~-..~----- t.olll oli;;~. ,to ------". ....- Appr,i"l fl. ___~_~~"___u.__~__._~___~~___..._' Credlt hpor\ _8___-=--;0-.----- .--~~.=_~~..._ L.nd~r'.ln.plO'lion h. __ to Hort9"e tn._~~__" tl' ""\,IlIIpt1on'" to -'-"- ----------.-.. -----_..~ ~. 10.. ~~M ilL '00. I'nKl RtQUIRID If LENDIlR TO DB PAID IN AnV""CI'. fQI, Inhrnt troll to .. ,0i7'~9;;;I;;;~p;;;;jU;;'tor 1Il0nthl to 103. Hlu-;~~noe Pr..iu.lor 1.0 yun to - 'oe. fOB. 10no. IlIIlRVU DIPDIITlD WITIl LEnOEA lOIH. 1l...rd InlUrancte Id,y( d.y. " tl/^ to 1001. 1001. 1004. 1005. ~~,. 1001. lCO'. 1100. 1101. 1102. 110:1. ~~ 1105. 1104. 110.,. HortV'ge Inlllltlnoe c1ty/tolol" hUI C':ollnty tllC.. lohool TalC.. Ilbnthl I I lIlonthl " /lIonth' " l.onthl II 1II0nthl " 1II0nth. " Ilonthl II pUlIIOnth p.r month p.r.onth p.ralonth pUllont:, Pflr~nth pllrJl\lInth TI'I"LI ctlAAOr:l ..Hl.fl.nt IIr Cloiln, ,.. Ab.traot or 'tlU. Surch TIUe IIIlu.lnation Proc...lnVUervlue'o, Dud PupuaUon Ilotlry'n. Attornoy" FlU l!tll:llldn ,bllve It.. nll~ere. T1tll In.llnnco to KIt/STATI ADSt'AACT COIU'AllY to '0 tll KEYSTONE UJlI) 'J'RA/IBFCR to ftl\UCIl ,OIlEHAtI, 1l1l0UIltB " '0 I!lCOIl.I'OIlllTl:P JUII. to HJPSTATE J\DllTMCT COMPAHY UBI .00 ~_o HIDO'1'ATJI ABS:rP.ACT COHPI,tIY (inolud.. ,bCw. item nuJilin., L'nder" Covenge . OWner,.C""'tlV_ . 1J02 1101 Aim 1104 1101. 1110. 1111, lla. 1113. NOTARy,tr: WOTARY rEII "',600.00 HIOSTA1'E ABliTMCT CO>>J'AH'I to CASH to CAll" ~D9. 00 lao. OOVZIUItlEtrl' RtCOROIIlO AllO ':!'AAHI"R CflAlIQ1l1 U01. ",.cordill!/ 'e... O..d i 24.S/) "'ort9"9" 1201. City/Collnty1r.Jl'/atUlpII O..d, tn.on 1201. lltate TI~lC/lI\IIIP'1 O..d . "5.00 1204. J201. 1100. ADDITIONAL U'J'rl.lHEIIT CUM.::!'" 'Rd.....' I Hortll'911, Illllrlljlge, 110J. 1302. DO), 130.. UOJ. 1400. TOTAL I12'I'rLt:KZlI'l' CllAAGES (Ilntllr q/l l>l.n.. 103, Station J Ind 502, BUllLon III '\lrv.)' ,.,tIn'plclLon 1tI1Coullly/TO'Wn.hlpTa:(~ '0 to HOltH rAAAHouU'r to ROOIl1N GAIIPElUTI, TAl( COLL!-:CT. ay .19n1/19 paV' 1 of thh .ht..enl;, th_ _t9n,torl.. loknowlodg. r,(Joipt of .. cOlllphUd DlIp)' of Pill' 2 of thl, 2 plgll It,taDlllnt. ('/Elm:r} CntUI.d to bll , t~e DOrY 1I0tth",ent AOltnt iurtl,on..ol..tnloslSCN SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY - ., ESTATE OF GURTIZEN, Jennie Zirilli File Number 2197.0074 1.Wn.1t [)cscription A1nount 1. Grandfather Clock 200.00 2, PNC Bank, NA - #5140025317 20,106.89 3. PNC Bank, NA - #31700022729 5,262.35 4. pNC Bank, NA - #31800025074 52,582,68 5. PNC Bank, NA- #31900025540 52,582.68 6. PNC Bank, NA - #31200025512 7,361.56 7. PNC Bank, NA ., #31100051721 20,538.38 8. PNC Bank, NA - #31500051738 25,672.98 9. New Cumberland F.C.U. - #020497 20,096.68 10. 1986 Buick Century Automobile 2,525.00 11. 14K Yel10w Gold Pendant Watch 975,00 12. 14K Yel10w Gold Coin Necklace ($2.50) 310,00 13, 14K Yel10w Gold Coin Necklace ($10.00) 565.00 14. Real Estate Sale Credits (801 Carol Circle) (a) 1997 Local Tax 289.35 (b) 1996.97 School Tax 305.62 (c) Trash 4,35 SCHEDULE E (CO NT.) CASH, DANK DEPOSITS AND MISCELLANEOlJS PERSONAL PROPERTY ESTATE OF GURTIZEN, Jennie Zirilli File Number 2197-0074 Item # Ile.Kr.ID.tiJuL Amount 15. Suburban Cable Co. - Refund 13.70 16. Erie Insurance Co. . Refund 98.00 17. Bell Atlantic - Refund 11.61 TOl'A,L 5209,50 1.83 ~h~ ~ VI ''; ~ ~ ~ ' ~ ' ~ ~,~ ~ . >.. 5'5' ..., ~ ~ ''; OJ 8' a :: .Q " " ..-< ~"S j . - ~ 'l: 5 ." 1/ ] . . , , ~ ":I ~t ~ ' . (lJ - - o " 1 01 ~~ .. 4-< a g . ~ ''; J '. L' ~ ~ .!l U " , Vi 0 1 ~ .a :,o~ " . , ~ a '~ ,2 III ~ = ;; ~ "" E , . s p ~ t .5 .. .1 ~ ;; ~ .: tJ " 0. E , ';; 0; ~ ~ l'~ 'S :> " " Q't. 'tl . " c '" ,~ t ... ,<( 0. ~ Ul Vi .5 .t: '" - :>- f- ~:'5 c t I. E ;; ~ .~ <( ~ E 1! ~ 0. ~ .~ .:: 0 ~ ~ ~ ~ IJ 0 :;; u. . .'-., ,..-.... 'V ",..- .... ~ Jt ~ II ~ u Z '0 E CJ ~ ~ ~ " <.:> ..-< 0. '0 .- Ul ~ ~ - I 0. " ~ .t: :>- <5 .... I ''; I '0 .... I ..-< '. '1 S ~ I 5 . I r. ..-< " " ..-< Ul , C!J ':J , >< " g 0 .. l:G (n " ~ , "1' " ~ c , ..... " " 0. E , c: 0 Vi " 1 ~ " " l/J 'l 0 "I .e '" u " E ;; c- o. ~ ;; .g '0 .t: 'ti 0. 0 u C " 6 .5 -'! .. 2 '" 0 c: Q. ~ . " .~ C .t: " 0> ~ 0. E E '3 " " ~ I. t;, ::2 '0 " ~ , ~ :=- :>- 0 :~ _Il' I- .t;, " '0 "' 'I'j " 0 , " ,.. " " " :; 7:i I. .0 <'.J . n. ::: V1 ~,' 0 D u u u u. . .... IV UJ "-i l~ " Q, (:1, ,,' I ;.l >-, UJ ,j -0; .... ,- 'M W '.-' S' 'M . f oCl "'M S }j 'T: ~~ ~ .., - , , , , \j '@ ~ ~ (~ 'W "'. en ~..! 'M ~ a lV .... \i ~ 1&1 .. 'M .~~ . E ;;; U :;' U) Cl q ... ~ ,,~ ~ ~ ~ !J"':; en " (\I ~ E: e w it -~ ,2 I/) , ; ;;; ~ ;;: E '-." ::tI (; . - ~ , .s , , .~ .. . ;;, ~ s ~ 0. E l'~ 'C .. ~ s :s .. ",'r< '" " , . :> 0 a c. ,~ .S ,:. <( ~ Vi Vi .5 F ";::'''; ,. - ~r; " .. .. E ;; tI:; <( E .. " ~ .c ~ .~ .::: , ~ ~ 0 '" ~. 0 0 ::; ... u.. . I j "-.9 I; ~., ~ f~' " ~:' N'I 'C E g il1 '" c t:) P:i 0. '0 0; cii , .. 0. .. 0. ~ -5 ,. I- 0 'M M ~u ~ 1 ~ :.; ill ~ 5 -;- cii ~ ~ .. " " ~ 0. i Vi ~ w c: m ~ , E .. 0 0. i E 0 Vi .)( , ~ g .. Vi ;; 0. .., '" (,j , . , c. '" 'G E .S '0 .. '0 0. m .c .!2. ~ , :~ E ~ c5 .5 z , 0. ~ c .c , .c C 0 .. '" ~ 0. E E '0 'ill ~ '" 'i' 5. "" ,. .. ,;. .~' ~ , Ii 0 (; ., 0. ~ ~ , ;; .& 1;; ~ .. ~ ~ 0 1. >- ~ ~ 5 C , :5 ;I " .. " m it :s Vi 2 d iJ (,j (,j (,j u. ;- ,I . 0IV11O.... 1""1 *" , 9- , COMMONW~AlfH O' I'rNN&nVA.NI" INHUIT"NCt TA)( MtHJ~N RUIOfNT PtCfP~Nt ESTATE oli-""-'~'''-'''''-''''-'''''----- -._,~~-==.==o,~;=,.-'.m~='''---'-IiiLE-NUM.E. -'=----~= GURITZF..N, Jennie Z;Lrilli ~ 2197-0074 ___......_.___.<_r.._'__..,_~__~~~~.........--.-~~_.__..._..~_,~~_,_.....,-~__~____..__..._..'~..n.'....___~.~___----'-____.~_.____ Joint t.nant(.). SCHEDULE F JOINTLY-OWNED PROPERTY A. ____N.AML._______ Peter Zirilli __.~_-~_I!.ES~-.-_________ 109 S. 31st Street Harrisb~rg, FA 17109 m RILATlo'ijiHIP"rODiCi!!ENL_ Brother B. C. Jol.tlv.owned property, ITEM LEnER DATE FOR TOTAL VALUE NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET TENANT JOINT 1. A 9/8/92 Dauphin Deposit Bank & Trust 3,928.46 Company - Aoct #10139133 DECO'S DOLLAR VALUE OF % INT. DECEDENT'S INTEREST 50 1,964.23 TOTAL (AIIO enter on line 6, Recopltulotlonl (II more space Is needed insert. addifional sht'ff1Js of same size) $ 1, 964.?3 Ifv-ann.lr-Iti ESTATI Of ITEM NUMBER A. B. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. ,.~,~~~ -o<K.fJlJ'N> COMMONWEAlTH O. ltENNt\'!VANIA INHlRITANc:e TAl( ItnU~N mIPINT_~fC!OIN' SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCEllANEOUS EXPENSES .. .P!!~II.P'I~t_ '!! Ttl'.!... . '~]jlTl:EllUM8EA 2197-0074 ---- --_.-.,,~-----"..~..,,~..- ~'~"--".'-- AMOUNT - ._.~~_ _____ "" ~__ ___n_ , __ , . -----~---+._,_..__... GURITZEN, Jennie Zirilli DESCRIPTION 1. Fune,al bplnllll Neill Funeral Home - Funeral servioes 5,189.00 1. Admlnllt,atlvl Callll Perianal Representative Cammlulanl Saclal Security Number 01 Personal Reprel8ntatlve: Year Commlulonl paid 2. Attorney Fell James F. Wildeman, Esquire 3,000.00 3. Family Exemption Claimant Addren of Claimant at decedent'I death Street Addreu City Stale Zip Code Relatlon.hlp Probate Fell Clerk of the Orhphans I Court 308.00 MllelllanlOUI Exp.nll" Oumberland Law Journal - Legal Advertising Evening Sentinel - Legal AdvertisIng Olerk of the Orphans' Oourt - Short Certifioate Joseph A. Rossi Jewelers - Appraisal 60.00 59.50 9.00 106.00 25.00 Postage, Notary, Oopies TOTAL (Allo enler on line 9, Recapltulalion) S 8,756.50 (If morl Ipael II n..dld, In..,t addillonallheoll of lame 1111.) 811~lzclI..If"I.t../SCN SCHEIHJLE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ESTATE OF GURTIZEN, Jennie Zirilli File Number 2197-0074 Item /I Desel"iptioIL Amount 1. Sale of 801 Carol Circle, New Cumberland, P A Expenses: (a) Re/Max Really Associates - Commission 6,825.00 (b) Midstate Abstract Company - Closing Fee 35.00 (c) Keystone Land Transfer Co. - Service Fee 75.00 (d) Notary Fee 5.00 (e) Recorder of Deeds - 1 % Realty Transfer Tax 975.00 (f) Home Paramount - Pest Inspection Fee 24.00 (g) Robin Gaspereti, Tax Collector - 1997 Local Tax 361.89 (h) New Cumberland Authority - Sewer Fee 15.33 2. Bell Atlantic - Open Account 56.88 3. PA America Water Works - Open Account 61.71 4. P A Power & Light Co. - Open Account 119.65 5. UOl Co. - Open Account 275.49 6. New Cumberland Authority - Open Account 55.71 7. Martin J. Pastuka, DDS - Open Account 56.00 8. ' Betty Seidel, Accountant - Open Account 65.00 9. Internal Revenue Service. 1040 Tax (1996) 3,187.00 10. P A Department of Revenue - P A 40 (1996) 304.00 11. Erie Insurance Co. - Open Account 22.00 TOTAL $12,519.66 ;5'../.50 ".9 COMMONWEALTH OF PENN~VLVANIA DEPARTMENT OF REVENUE BUREAU Of INDIVIDUAl TAMES INtltRJu,Hcr TAl< DIVISION lJl:JlT. 111f'l601 ttARRISBlIRU, PA IllZll.0601 NOTICE OF INItERlTANCE TAM APPRA15EHENT. Al.lOWANCE OR DISAl.lOWANCE OF DEDUCTIONS ANB ASSESSHENl' Of TAM 09"29-97 BURT! ZEN 01'14-97 21 97,0074 CUMBERLAND 101 [..... .... ....Ao;jount.il..1Tt.d'-:3- .""-'-~""'~...,,.=..,.....-=------ . -..:.= - "'__,_'_0 .______.__._.__'....~____.n_. MAKE CHECK PAVABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HeUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS -41 R Eli: iS47 - E'if - AF p' -i 03': 97T - Hiif i cr -OF - YNHEiii;: ANtE - TAx" ii P PRiii sEMENT -,- -A Ll"owANcE - (ili - -. . - - - - - - -., - - - _.. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JENNIE l FILE NO. 21 97,007', ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN JAMES F WIL DEMAN PO BOX 842 HBG ESQ PA 17108 ESTATE OF GURTIlEN TAM RETURN WAS I I. X I ACCEPTEO AS FILEO RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Eltat. (Schedule Al 2. Stock. end 80ndl (Schad",l. 8) :5. Closely U.ld stDck/P.rtnership Interollt (Schedule C) 4. Hortg.g.s/Hot... Receivabl. (Schedule 0) S. C.sh/Rlnk Deposits/Milc. Perlonel Prop.rty (Sch,dull E) 6. Jointly Owned Pr~perty (Schedula f) 7. Tr.nlf.r. IS~h.dula G) e. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funar.l Expanses/Adm. Co.t./Hi,o. Expanse. (Schedul. H) 10. De~t./Hortg.ga li.bilities/Lien. (Schadule 1) 11. Total Daductions 12. N.t Value of Tax Return 13. Cherlt.bl./GovernMlnt.l aequalt. (Schedull J) 14. Nat V.lu. of Est.t. Subject to Twx If an aSSall8mlllnt waB isBued prBvioull1Y, UneB reflect figureB that include the total of ~ ASSESSMENT OF TAX: 15. AMount of Lin. 14 16. AMount of Lin. 14 17. AMount. af line 14 18. Princip.l Tax Dua NOTE: .t Spou..l h.xabl. .t t.x.b1. at rata Line.l/CII.s A r.t. CollMt.rll/Cl... B r.t. TAX CREDITS: .-.---..-- PAVHENT DATE 04-=07-97 06-05'~7 RECEIPT NUHBER -'-AAfS5360 AA211388 DISCOUNT I. + I INTEREST/PEN PAID ('1 2,052.63 .00 III (21 131 (41 (51 (61 (71 (91 110 I CHANGEO 97,500,00 ,00 ~ .00 209 .501.83 1.964.23 . OIL (8) 8,756.50 12,519.66 (111 1121 (131 1141 (> *' .00 M'OO, . o I!, M .06, 287,689.90 M .15, 1181 AHOUNT PAID 39.000 :(iO 2.203.49 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ..-.-- TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE RE~ERSE FOR CAlCUlAl'ION OF ADDITIONAL INTEREST. Il~."" (l U~ 111'''/ JENNIE l DATE 09'29-97 NOTE I To insure proper oredit to your lecount, subMit the ypp.r pnrtion of thil forM with your tax ply...nt. 308,966.06 ?1 . '76 16 287,689.90 .00 287,689.2.1!.. 14, 15 and/or 16, 17 and 18 will returnB aBBBBBBd to date. liS) (161 1171 .00 .00 43,153.49 ~ 3 . 15 3..:..iL 43,256.12 102.63CR .00 102.63CR IF TOTAl DUE IS LESS THAN 11, NO PAYMENT IS REQUIRED. If TorAl DUE IS REflECTEO AS A "CREDIT" I. CR I, YOll HAY BE DUE A REFUND. SEE REVERSE SIDE Of THIS FORH FOR INSTRUCTIONS. I ":1 " " ",' k' r;\' n. III ., LI I' ~.} '; J .1 00 RESERVATION I E,t,t.. of dlcadent. dying on ar before nlc,.batIZ, 1962 -- If ,nv future Int.r..t In thl ..tata i. trln.farrad In pontillo" or ",Jova.nt to Cl... . (colht'tlll) ben.flcltrlll of the dlc.d.nt .ftt.. the ,)l;plrtUon of any ..tat. for IUt or for "..r., thl COlllltOnw..1th hlrebv Ixpr..'lv r...rvII thl ritht to IPpr.I.. and ...... trlm,f,r IntI,rJtMoI Tall" at thl llwful Cl,.' 8 (0011Itlr,1) rtt. on Iny ,uah future lntlr..t. PURPOSE OF NOTICE I To fulf111 the nqulr...nt. of S~Cltlon 2140 of thl Inh,rltanot and hUh Tilt Aot, Act 21 of 19tJS. (72 P.S. Stotion 9140). Oatleh the top podlan of thl. NoticI and lublllJt wlth your plY.lnt to the RI"llt,r of Mllll prlntld on the r.ver.. .Ida. --"ekl chick or IIO"IY ordar payable tOI REOISTER OF "ILLS, AGENT , \ \ PAVHENT I REFUND (CR)1 A r.fund of a tax oredlt, which wal not r.qu..ted on the Ta~ Return, _BY b. r.que.t.d bV eo~l.tlng an "APplication for Refund of Pennlvlv,,"!a Inh.ritane. and [.tat. llx" tREV"1311J. Appl1cltlon. Irlll Ivallable at tlllOffIee of the hllhtlr of Willi, Inv of the U RIlIlnul Dhtr1ct Offlc'" or by ealUng thl .plotal 24-hour anlwlrlng ..rvIc. nuablr' for for.' ordlrlngl In P.nnevllI.nla 1~&00-36Z-Z050, out.ld. Plnn.ylvanla and within loul Harrl.burg .rea (117) 7&7-&094, TOO. (711) 712-2252 (Hearing hlpalrld OnlY), oaJECT1~SI Any party in int.rl.t not IIltilfllU Mlth thl .ppraJtlI~lnt. IlloMane. or dhallowane. of dlductlonll/ or a.......nt of tl)l (lnClludJng dhcooot, or Int.r..t) ae .ho"," on thh NotlCI .Ult Object wlth!n .hlh' (60) day. of rlclIpt of this Notice by: ".wrltbn prot..t to thl PA D.partlll.nt of RlVlnUI, Board of APpll!Il., nept. 2&1021, Hlirrhburg, flA .-.le<ltlon to have thl lattlr det.r.lned It audit of the account of thl pe"onal repr"lntatlve, -~IIIIP.al to the Orphln.' Court, 17U:~-10Z1 , OR OR AD"IN ISlRAlIVE CORRECTIONS I Flctual error. dlscovlred on this u.."'.lnt Ihould bo addrlUld In wriUng tal PA n.part.utnt of R.v,nua, lur..u of tndlvldu.l Taxu, ATTNI po.t ....."..nt R.vllw Unit, D.pt. i!80601, tt.rrhburg, PA 17128-0601 Phone (711) 787-6505. S.. page 5 of thl booklot "tn.tructlons for Inh.ritanca Tax R.turn lIer a Ruldant Dacadent" (REY-ISOl) for' an Ixplenlltlon of edltinl,tratlvlh corr.ctabll .rror.. If .ny tax due 11 paid wIthin thrill (5) c.lendlr _('nth. after the d.eadant'. duth, a fly. p.ro.nt (5X) discount of the talC paid is allow.d. Tha IS% talC ..na.ty non-parUelplltlen penlitv i. coltPut.d on the total of tha tax and intar.lIt .......d, INld root paid bafore January 18, 1996, thlt flrlt day Ifter thl Ind of thG ta)l a.nalh parlod. Thlt non-ptrt1oipat1on penaltY I. appltlllabll In the IIA.. .annlt and In thl the ...e U.. plrlod l!lI you would appaal tht talC and lntarut that ha. be.n .......d .. indic.t.d on thl. notloe. Intere.t I. chargad blginnlng with flrlt dAY of d.llnqulncy, or nln. (9) Itonth. and on. (1) day fro. the data of dellth, to the d.tl of pavltant. T.lC.. whloh b.c... d.Unqulnt b.for. January 1, 19U bllr Inhr..t at th4i tit_ of IllC (6%) parelllnt plr annull e.lcul.teu It . d.lly r.tl of .000164. All ta~.' whioh bien" dellnquant on and after January I, 1982 will ba.r lnt.rut lilt Il r.t. whteh w111 verY froll cal.nd.r v..r to <l.l.nd.r y.ar witll that rate announc.d by tha PA Depart.ant of R.v.nult. The appl1cabll Inter..t ratllt for 1982 through 1991 ar.t DISCOUNT 1 PENAL TV 1 INTEREST I '!.!!! Inbr..t Rat. DailY Intlrut factor !I.!! Int.rut Ret.. t'lnllv Intlrllt Faclor 1982 1:0:< .00054' 1987 'X .0002tt1 1981 16:< .OO04Ja 19aa-1991 11:< .GOnOl 1984 11:< .000101 1992 'X .000241 19&5 13:< .00US6 19U'1994 7X .000192 I'" 101: .00627't 1995~1997 'X .000241 "~lntlr.lt 11 calcuht.d .. folloMll INTEREST . BALANCE OF TAX UNPAIO X NUNIER OF OAYS DELINQUENT X OAILY INTEREST FACTOR --Any NoUee I..ued eftlt the taM heeO." dellnqu.nt will reH.ct .n Int"..t calculation to f1H..n (15) dlY' tt.yond thlt data of thl ........,It. If p.v..nt Is ..d. eftar the Intarut co.putlt Ion data lhown on the Notlcl, eddltlon.l Int.r.lt .u.t bG Ollculat.d. /5~1S0' 1 C~MMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT JAMES F WILDEMAN ESQ PO BOX 842 HBG PA 17108 DATI ISTATE OF DATI OF DEATH FILE NUMBER COUNTY ACN 01-05-98 GURTI ZEN 01'14-97 21 97"0074 CUMBERLAND 101 c. * In-I'" U If' III.flt JENNIE l BU~EAU OF INDIVIDUAL TAKES INtItR1Ut<<:F TA.It DIVISION DEl". 280601 HARR1SBURU, PA )7111-0601 E-==un..t~~~ tt.d --~-_.._--- MAKE CHECK PAYABLE AND REMIT l PAYMENT TO I REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE I To inlure propar credit to your lecount, .ub.lt th. u~p.r portion of this forM with your tax Ply..nt. CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS .... RE-V:i60-j-ij(-AFP--{oi-:97j-------...--fNH-€Rir-ANCE--fAj(-STA-fEHEiif-O-F-Al:COUNiF--.-..--------------------- ESTATE OF GURTIZEN JENNIE Z FILE NO. 21 97-0074 ACN lUl DAT! 01-05-98 THIS STATEHEHT IS PROVIOED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAK DUE, APPLICATION Of ALt. PAYHENTS, THE CURRENT BALAHCE, AND, IF APPLICABLE, A PROJECTED INTERESl.fJCURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 09-22-97 PRINCIPAL TAX DUE, 43,153.49 PAYMENTS (TAX CREDITS), PAYMENT DATE 04-07-97 06-05-97 12-16-97 RECEIPT NUMBER AA185360 AA211388 REFUND DISCOUNT (+) INTEREST/PEN PAID (-) 2,052.63 .00 .00 AMOUNT PAID 39.000.00 2,203.49 102.63- " r,1 . _'0- ~ I TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. . IF PAID AFTE~ THIS DATE, SEE ~EVE~SE SIDE FO~ CALCULATION OF ADDITIONAL XNTE~EST. I IF TOTAL DUE XS LESS THAN .1, HO PAYHENT IS REqyXRED. IF TOTAL DUE IS REFLECTED AS A "C~EDIT" (CRI, ,YOU HAY BE DUE A RHUND. SEE REVEIISE SlOe DF THIS FO~H FO~ INSTRUCTXDNS. I TOTAL DUE 43,153.49 .00 .DD .00 PAVlEHT, o.tHtl thl top ,ort1on of thl, NotiCI ..,.. tubIIU wIth vour pay.."t ... pIyllll1 to the ".. 1M Ida,... printed on the r.",r.. aldt. If REltbEHT DECEDENT M-'tl OheCk or .on.y order paYlblt tOI REGISTER OF WILLS, AGENT. H NOH-RESIDENT DECEDENT lIb oheok or RMY order plyMla tOI C~NWEAl TH OF PENNSYLVANIA. REFUND (CR)1 A refund of . tlK or~lt, whloh w.. not r~.tld on thl TIK Raturn, ..y b, requelttd by c~l.tJMI In "Apt)lIoltlon for R.,fund of Penn,vlvant, Inheritlno, and Ect,t, hI(" (REY-Un), Appllultlon. .r. 1\l811lble It the OffiCi of the R..htl,.. of Wille, Wly of the 2S ReVerM.\4t 011trlot Off!c.. or frol the Dep.,t.."t', 24-hour ..."...rlng ..,.Ylo. "'lMter. for for.. ordtirlngl In PennIY1YlV1la 1-800-562-Z050, outll", Penn,yl"..,.e ~ within lo~.l H.rrllbur. er.. (711) 7'7-6094, YDDI (717) 17Z-l252 (Hllrln8 1...lred only), REPLY Tal Ou..Uon. rq.rdlng .rrorl oonttlnftd on thh notJOI should ~ addrl..1td tOI PA D'Plrtunt of Revanoe, lur.au of Individual TlIC"', ATTNI Po.t An'''Nnt Rlvil" Unit, o.pt. 2110flOI, HlIrrhbvrg, PA 171Z1~060l, nhone (717) 7n-6505. DISCOUNT I If an~ t~. ~ I. paid within thr.. (S) c.lend.r ~th. .ftar the d.ced~nt.. d..th, I 11v. p.r~ent (iX) d!.count of thl tlM rlld J. .ll~, PENAl TV I TnI 15~ tex .-no.ty non~pertlclpetlon ~lty I. c~uttd on t~ total of the tex and Inter..t ......Id, end not Plld b.for. January 16, 1996, the flrlt d.y IUftr thfl end af the t.x 1IW1I.h period. INTEREST I Int.r..t I. chlrttd b..innlna with flr.t day of dtllnquenoy, or nine (9) tonth. ~ one (1) day frot the d.t. of ~Ith, to the d.t. of PI~t. TIM" which baG... delinquent b.for. J~ry 1, 19.2 blAr lntlr..t It thl rlt. of .lx (6~) p.rcent par ~ c.lcul.ted et I dallv rlt. of ,000164. ~Il taxi' Which blc... delinquent on end .ftar JltlUIr~ I, 196! will betr Interllt at I tlta which ..111 Ylry frOll cllandtr y..r to (lalender ~'Ir with thlt rlta .~ bv tht PA Departlent of Revenue. The applloable Intar.~t rata. for 1911 through 199. 't'l VI" Int.r..t Rat, baUy Intar..t Factor ..., Inttr..t R_t. OaUv Inttr..t FlOtor 196! 20~ ,000548 1917 9X .000247 1m 161: .00001 191'~1991 m .00OSOI 1914 m ,(100301 1992 9X ,000247 19" In .ODOS~ 199J~I'" n .000191 1986 lOX .000r74 1995-199' ox .000247 --Int.r..t I' calculatad .. follow. 1 !NTER&ST . BALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ~.An~ Notice I..ued .ft.r the tax bec~. delinquent will r.fl~t an Inter..t c.lcul.tlon to flft.1n (lS1 dI~. bt>>,ond the da" of thtl ........"t. It p.".."t It IIOdt Ift.r the Int.r..t COIIPUhtlon Ate thoIfn on the Notice, tddJUontl Int.r..t lIU.t be uloullltlld. (l\lrtiull n'!lflflflrl"cn/~"tnt(,!8 RECEIPT AND RELIJ;ASE M)REEMENT This Agrecment is mad~~ by and among Pctcr S. Zirilli, Executor of thc Estate of Jcnnie ZirilH Gurtil.cn, deceascd (herein rcferrcd to as Executor), and Susan Hawke (niece), Frances Zirilli (sister-in-Iuw), Murie Zirilli (niecc), Pctcr Zirilli (ncphcw), and Pctcr S. Zirilli (brothcr), us specific and/or rcsiduary bcnctkiarics of thc said ~'statc (hcrcin colleetivcly rcferrcd to as thc Bcneficiarics). In aceordanec with thcir dcsire that the administration of the Estate of Jennic Zirilli (lurtizcn bc tcrminatcd without thc cxpcnsc and further dclay of a court accounting, the parties hereto, in consideration of thc mutual covcnants hcrein cxprcsscd, and intending to be Icgally bound hereby, agree that: 1. The Estate of Jennie Zirilli Ourtizcn, who died January 14, 1997, is now in thc process of administration, Lctters Testamcntary having been duly gl'llntcd to Petcr S. Zirilli by the Register of Wills of Cumberland County, Pennsylvania on January 24, 1997. 2. Under the provisions of thc Decedent's Will, dated Novcmber 5, 1990, the Decedent bequeathed hcr personal residence known as 80 I Carol Circle, New Cumberland, Pennsylvania, any lawn and gardening equipmcnt locatcd therein, and any nutomobile owned by her at the time of her death, to Peter Zirilli. 3. Under the provisions of the Decedent's Will, dated November 5, 1990, the Decedent bequeathed her mothcr's gold watch and chain to Susan Hawke. 4. Under the provisions of the Deccdent's Will, dated November 5, 1990, the Dccedent bequeathcd hcr thirty (30 ) inch gold chain with a $10 gold piecc attached to Francis Zirilli. 5. Under thc provIsIOns of the Decedcnt's Will, dated November 5, 1990, the Deecdcnt bequeathed her eighteen (18 ) inch gold chain with a $2,50 gold piece attached to Marie Zirilli. 6. Under the proVIsions of thc Dccedcnt's Will, dated November 5, 1990, the Decedent bequeathed her grandfather clock, mantel clock, and any moneys in her checking and savings accounts remaining after payment of all estate debts to Peter S. Zirilli. 7. Under the provisions of the Decedent's Will, dated November 5, 1990, the Decedent bequeathed her residuary estate to be divided at the sole discretion of the Executor, Peter S. Zirilli. 8. Each of the bencficiaries by their signature hereto, acknowledge that they have received their bequest in full. Without intcnding to limit the rights 01' remedies of the Executor, c/ STATUS REPORT UND~R RULE 6.12 Name of Decedent I j,<<:,,,,.,l!, 2. G:. "I A ,.., LEI<I Date of Death: J"I'\\44_, 14 IfQ, I Will No ,_19tf7.C)07 y 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 the above-captioned estatel 1. State whether administration of the estate is complete: yes.1_ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be completel_ 3. If the answer to No.1 is Yes, state the followinql a. Did the personalreResentative file a final account with the Court? Yes No . b. The separate Orphans' Court No, (if any) for the personal representative's account is: . c. Did the personal representative Btate an account informally to the parties in interest? Yes~ No______ 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, Datel t!)/~ 011" DO (1 uz/,1 JU)lj~M/}-4 ~ature j"'Me..s F. t.V,'lhMA'" ['J'I Name (Please type ?r prip,t)" \.1 /1'1 W~ I",,. t $~ VO~OK 'I'll... A~~ers~'\J"lA."~ I PA' 17101' L.. (711) J4F- 'rY'l..1 Te l. No. (MAH I rmf! AM3) Capacity: Personal Representative ~Counsel for perBonal representat.ive R EC 8Wf.^ N L~ J{!~l,EI\,'iE 1\00illE.MJ~.NT This Agrccmcnt is IllUll.- by IInd alllong Pcter S. ZiTi IIi, hcwtor of thc Estatc of .Jcnnic Zirilli Gurtizcn, dcecuscd (hcrcin rcli:rrcd to liS Exccutor). and Susan Hawkc (nicec), Franccs Zirilli (sistcr-in--Iaw), Maric Zirilli (niecc), Petcr Zirilli (ncphcw), and Pctcr S. Zirilli (brothcr), us spccific andlor rcsiduary bcncficiarics of the said cstatc (hcrein collcctivcly rcfcrrcd to as thc Bencficiarics). In uccordancc with thcir dcsirc thut thc administrution of thc Estatc of .Jcnnic Zirilli Gurtizcn be tcrminatcd without thc cxpcnsc amI further dclay of a court uccOlll1ting, the parties hereto, in considcration of thc mutual covenunts hercin cxprcssed, and intending to be legally bound hcreby, agrcc that: I. Thc Estutc of .Jcnnic Zirilli Gurtizen. who dicd .January 14, 1997, is now in thc process of udministration, Lcttcn. Tcstamcntary having becn duly grnntcd to Petcr S, Zirilli by the Register of Wills of Cumbcrland County, Pcnnsylvania on .January 24, 1997. 2. Under the provisions of the Dccedcnt's Will, datcd Novcmber 5, 1990, the Decedent bequeathed hcr personal rcsidcnce known as 80 I Carol Circle, New Cumberland. Pennsylvania, any lawn and gardcning equipmcnt located thcrein, and any automobile owncd by her at the timc ofhcr death, to Pctcr Zirilli. 3. Under thc provisions of thc Dccedent's Will, dated N()Vcmbcr 5, 1990, thc Decedent bequeathed her mothcr's gold watch and chuin to Susan Hawkc. 4. Undcr thc provisions of thc Deccdcnt's Will, datcd November 5, 1990, thc Dccedcnt bcqueathcd hcr thirty (30 ) inch gold chain with a $10 gold piece attached to Francis Zirilli. 5. Undcr thc provIsions of thc Dcccdcnt's Will, datcd Novcmber 5, I ()90, thc Dcccdent bcqueathcd hcr cightccn (I X ) inch gold chain with a $2,50 gold picce atll\(~hcd to MaricZirilli. 6. Undcr the prOVISions of thc Dcccdcnt's Will. datcd Novcmbcr 5, 1990. thc Deccdcnt bequeathed her grandlluhcr clock, mantcl clock, and any moncys in her ehccking and savings accounts rcmaining aner paymcnt of all estntc debts to Pctcr S. lirilli. 7. Under thc provisions of tlw Dcccdcnt's Will. datcd Novcmbcr 5. 1990. thc Dcccdent bcqucathcd hcr rcsiduary cstatc to bc' dividcd ut thc solc discrction or thc Exccutor. Pctcr S. 7.irilli. X. Each of thc bcneficiaries by thcir signaturc hercto, acknowledgc that they huvc rcccivcd thcir bcquest in full. "'ithout intcnding to limit thc rights or rcmcdies of thc Executor. . ,.\'.._,...,.,..._......."u."", .,. "I .. * ... . --r . ",thl' I\~artil's further m~n'l' to llldl'llIllir\' lhl' 1':Xt'cU\l11' ilnd \ill\'l' till' 1:"l'Cllllll I. I , " ~.," ,,' ),lflll V~l~' lI~Hil"'t nil IllIbillty. lo"s. and expense {Includlllg. hut not 1IIllltl'd {(). ,'''slS illld 1'()III"c1 k,'sl whid, till' Exceutol' may inclll'. wlll'thel' duc 10 the Exccutor's llt'gligL'nl'l' or lItherwise. as iI result of nWhing thc above-describcd distributions without 1I ('OUl't audit. The partics, and each or thelll. hereby li]l'cver fully relense. compromisc. settlc and dischargc any and all claims, dcmands. actions or cuuses of action. legal or equitnble. ubsolute 01' conlingent. vcsted 01' hereulier to ueerue. which uny of them muy huve against uny other part)' h"relo or agninst the Estnte of Jeanie /irllli Gurtizen. deeeused. or the Executor thereof. by reusoll or nny rnntter. cause or thing gJ'Dwing oUI of or relating to any property or assets of the suid estute. or growing out of or relating to any uet of the Executor in his udministhttion of r;nid estute. even if attributable to negligence, flnd agree that un)' period till' the Iimitfltion of fletions for the collection of any erroneous distribution or distributions. and. that in no event shall the saicl period for collection of any erroneous distribution or distributions be less than two years after the ucwal discovery thereof by the Executor . 9. The parties agree to execute such additional rcleases as the Executor Illay submit to them in order to confirm their dischurge f1'om any flll'thcr Iiubility to the parties in connection with the said estate. 10. This Agreement may be exel:uted in multiple counterparts and, when so executed by all pal1ies hereto, shall be binding upon all the parties, and their respective heirs, next-of-kin, personal representatives and assigns. IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the day and year first above written, -- Dated: IJ-',}~ ,1997 "-"" // ? '--<_L/;;/ ' ~.~.:::.S. Zirilli, EX~~UJ9 ,/ /) ..~-.." J._n ~.....< .; >/,-<, ~/ ." ~'-'" .... - - er Zirilli;Bene ciary ,/ \... .Lu-t'l-1J cJk",c./.~- /Susan Hawk;, Beneficiary- 'l.":-:?,....... .1 { . " V, ('f!:.dA""L/' ,{,.l.J; -,' Francis Zirilli, Beneficiary. '-jJ '. wl(' '/ . M~. e Zirilli, t cficia/2 '. ." , ..., . /) // (~ \ iT'; .~:-e:.,.- I 4./ '-' ./ Peter S, Zirilli, Ben~~e a Dated: / J~2 ~ 997 Dated /:<.. - .2 Jj ,1997 Dated: /:J...;;;;ql , 1997 , Dated~._, 1997 --- Dated /:A - c7 fJ, 1997