HomeMy WebLinkAbout97-00757
Estate of Gerald A. Alitto
also known as GERALD ANTHq~!Y ALITTO
PETITION FOR PROBATE and GRANT OF LETTERS
:J 1- 91 - 7 r7
No,
To:
Register of Wills for the
Deceased, County of CUmberland in the
Social Security No, ?O!;-lA-qA?' Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executrix
in the last will of the above decedent, dOled .Tll] Y 31
and eodieil(s) dated
named
, 19~
(state rclevanl circllffislanccs. e.g. renuncialion, death of execulor, elc.)
Deeendent was domiciled at death in Cumberland County, ~nsYJva~, with _ \
h is last family or principal residence at 81 Ashford Drive. Enola 'C[L<;+ \/<2()osboro \UJ~,)
(list street, number and muncipality)
Decendent, then ^7 years of age, died J\l1g11O,t !;
at 40 ('..nlf View Road, East pennsboro. CUmberland County
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa,) All personal property
(If not domiciled in Pa,) Personal property in Pennsylvania
(If not domiciled in Pa,) Personal property in County
Value of reat estate in Pennsylvania
situ~\k~/ollows: 81 Ashford Drive. Enola.
,19 97
$
$
$
$
pennsylvania,
400,00.00
7U,UUU.UU
Cumberland
WHEREFORE, petitioner(s) respectfully {e~'test(~!heprobate of the last will and codicil(s)
presented herewith and the grant of letters e am ary .
(Icslamentary; administration c.I.a.; administration d.b.n.c.t.a.)
theron,
~
c
U
'0_
'ii-c-
"u
c
-g.g
.'-
';;;'~
...~
~o
:;
ii.
Iii
4d:~ ~
418 15th street
Ne~l Cumberland. PA 17070
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I s~
COUNTY OF CUrnbe>rland .J :;
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing pelition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law,
Sworn to or affirmed rind subscribed { ~~ ~ en
befor me this IcJ day of ~.
9 E.
. ~
;iJ
RpP;f;lpr ;:...
21-97-757
This i\ to If't1(r 11i.1t thf,,' 11I101111.1114111 ill'll' gl\l'lI 1\ llllJulh f..opll'd (111111 ,llIn!"lgll!.d ll'llili(.lll' cd dC,llh dill\- filed widl IIH' .f'i
!.olal Rq~,qr.H. I hI.' onglll.d ll'rlllil.Hl' \\dl ilf,,' !nl\\.lItkd III Ih""'I.lIl' \'il.d 1{'.,Olll\ {)lli\t' t;H 11t'II11.lllt'1l1 lillllg.
WARNING: It Is illegal to duplicate this copy by photoslal or photograph.
h't' f;~f rIJi... ....l'llilll.lll'. .s.~,OO
/} .,,1 ,~a/"-"~
..~._~-----,j"'--'
Lnl".lll{q:i\lLIl"
--ill';;''''; ,
/,~.iii'~~\1 ~.Ot eft~
,/tJ.. ~~~ii~~
!I ~i , ~1~'~\
\\~~.l,;, ~j
\1",~' -~",
\_--'*'?_. . "'~,~'
".----/"'f~T G\ ~",,...
~"'''''''!J!.Y
4394409
_____~_~cLZ___
!),lIt'
No.
H10$.143",",2111
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
tlAM(OI'llEctDlNTlf"'~,L_
,. Gerald A. AJiuo
sw.,u.~,.
SOC......SECURIN"uWllER
OAl(Of'OER"~.o...._1
9821. August 6, 1997
H.
. Male
206-
31l-
,.
AOlEllMl~ VNCIUllTEAft
- -
"""""''''''''''
1....;000___
I.INDI!R1DM
Moon ! "'-
IlIA1W'l..o\CIlCltfOlld
sw.OIFO'f9'C_'t1
Harrisburg PA
/I'lJoCCc.OEAfH.cr-.eo__-""~,,,,__
-...
lrc*....O f~O
COUJrOYCIl'Dl!RH
47'111.
:="0
.2-/
Cumberland
40 Golf View Road
White
~.
,.
DE OlJ<n'SUSUAlOCCUI'lVlOM
IflI~~,,==::r
. II Prind m. City School District
OE<:UlVa'S~AIXlAl!SIllSihll.ayno.n,s..lI/lCtlOlI 0ECEll€HT$
"""'"
RESIDEHCE
...-
~--
lIlNOO1l1UlllHESS/lHOUSTAY
PA
lIoIAAlW.SW\JS''''-''lId
---
~ ""--
15~or., 1~. Divorced I
17..0 __to..:Iko FlIct Ppnndv\rn T~
81 Ashford Drive
Enol. PA 17025
u..SltIe
""
---
~..
Cumberland ~1 u.,O ~-:==1Il
WOUI(II'SH.U.lEIF.lll,l_IoI_s...".",..
11. . Rose Buels
'IlfOR/MHTS.r.lAlU<<)AOOA(SSISlr-.~$IM.lcICooI.I
4181SthStrect NcwCumbctland 17070
PLACe"DlSI'OSITJON'~oI~Ct....w, ~OCAI'"CiN'~SlIla.lcIc.x.
....-
past Harrisburg Cemetery
~EIHJ~.DOAf:SSOfH\ClUTY
:l2t. GiIbM 1.. DaileyFunenl Homc. Inc. 6'OS.2!lhSInw:lIWrisburz.PA 17103
UCEHSl!HUI,lB.f/l ORl!SIClICO
........-
..
MIlWrSHNotEIf"....~ c.uo
1 Samuel 1. AUtio
.wQNWfra........(TJC*f'ml
Antioneuc A. Hei
METl<<lOCIl'OISPOSllIOH
--0 .....0 c.-pit "*-"",,,-..0
__ or.lSPKIf'
- ,
,~.
ORl!OI1OlSl'OSlTIOH
(l.lorw>.o..,._1
0211I. August 11, 1997
11.,
,. Harrisburg, PA 17103
1'EA$OH~,o.aSUCH
UClHSE HUIolIlt:A
FD-ll1l435-L
-""~:.:'1~.df""'_"""IN_,_""'pIlQ,,_
~. 101 ~
I7.NllTI; !.-""-........Of~__v...dfalfltlQ_....IIt'.,..JtIOllotolay.no,_..ta/lIIfI:lIl_flOty..'Ill.loI'<<flllllilill\I&oIun
l..-Odt__OI'lffal_
,
'o\lIl.SCASeAEfEllA(OlOIoIEll9'lXoWlIl:EM:ClACiHER
.....t:l MaD
..
,~ "","Ill ou.lIIgl'06:Itllcoo-..~D-'Dr.t
!=.:.--= llGI-.gfl"~_...InMATL
,
l ".,0
.
G:...-c.
[:
DUl!fO((IIASAtooSfOUf:tcEOf'):
DUE'IO(OAASACONSECUENCEOF):
...."""""'''''''''''''
--."""''''
"""'"""'''''''''''''
""""'"
&.lAHNEA~Df.(I"H
T1101!Ol'INJURY
INJURY AI' WORK?
Of:SCAlflEtONlNJUAVClCO./fIIlEO.
l!l(
o
o
--
""""
....
---
..... 0 MaD
~-'\l"l""
CtUdIWllM,*_
...0
..0
-
c:un1PIUl~__
.CIIf1"ll"nNQl'H'l'llaANlI'tI,-Cflltron<:lc:au.,.Dl___tlt>otC.....IIalP~_MO;I~~...131
To...~..""~.cIlI....__.........<aIfMIIIMIII_...tlI............,..,..,.....,..,.".,..,...,..
".
'rne c INClHQANOCMTlF'l'lNGl'tlYSICIAN(""'IQOtl_p~__~IQc.a....Dl_l
l'o..r..l..""UD.... MfDI__M......., delt._pltce. MIl dIM IlIl11llUlHf{II_..........nllaIH
o
'MIDCAL IXAMlNll\'COROl""
On..lMM oIe.AlllltlMIon Mdo'orlMutJg.aUon.1II '".otlWOft. duU'Ioccllff.G 111M IImt. dete. .-'IClplfc., ItIddv.to IMUIINl'l and
u..-...~.........."'..,....".....,',.,......,.....".,...'....,..."",...'....,'................"..,.,.,.
IIl!OlSTI""USIOHATUREAHOHUIoI8t:/1
o
,'<JI'
1 :;>'}!'h7' 71
u.
- ,?~ 91
..
~-
__._.""__~........~___,,.~..~_......... ~--""-_._.'.'-'.---r--._o-----_.---- ~''''''-''''-_.....'~.~. ~-
......- -
.
P. Alitto, Rosemary A. Schaedler and Antoinette Alitto, in equal
parts, providing they shall survive me for a period of thirty (30)
days.
FIFTH:
In the event GUY S, Alitto, Samuel P. Alitto,
Rosemary A. Schaedler and Antoinette Alitto are not living at the
time of my decease, or are killed with me in a common disaster or
accident, or die on or before the thirtieth (30th) day following my
death, but are represented by issue then living, such issue shall
take, per stirpes, the legacy to which each would have been
entitled if then living.
SIXTH:
My Executrix, Guardian and Trustee, shall have the
following powers in addition to those vested in them by Law and by
other provisions of my Last will and Testament, applicable to all
property, whether principal or income, including property held for
minors, exercisable without court approval, and effective until
actual distribution of all property:
1. I direct that my Executrix, Guardian and
Trustee, and her successor, shall not be
required to give bond for the faithful
performance of her duties in any jurisdiction.
2, My Executrix, Guardian and Trustee shall
receive compensation for the performance of
her functions hereunder in accordance with the
Pennsylvania Estates Practice standard
schedule of fees in effect from time to time
during the period over which her services are
performed.
3. To allocate receipts and expenses to principal
or income or partly to each as she from time
to time thinks proper in her sole discretion.
4, To borrow money from any person or institution
and to mortgage or pledge any or all real or
personal property as my Executrix and Trustee
2
in her sole discretion shall choose, without
regard for the dispositive provisions of this
instrument.
5. To compromise any claim or controversy.
6. To make distribution in cash or in kind, or
partly in cash and partly in kind, and in such
manner as she may determine, and at valuations
finally to be fixed by her.
7. To invest in all forms of property (including
stock or other securities and common trust
funds and mortgage investment funds), without
restriction to investments authorized for
Pennsylvania fiduciaries, as she deems proper,
without regard to any principle of
diversification or risk,
8, To retain any or all of the assets of my
estate, real or personal, including any shares
of stock or other securities I may own,
without restriction to investments authorized
for Pennsylvania fiduciaries, as she deems
proper, wi thout regard to any principle of
diversification or risk.
9. 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 she deems proper.
10. To exercise any law-given option to treat
administrative expenses either as income tax
or as estate tax deductions, without regard to
whether the expenses were paid from principal
or income.
11. Should the principal of any trust herein
provided for be or become too small in the
Trustee's discretion so as to make
establishment or continuance of the trust
inadvisable, my Trustee may make distribution
in accordance with the terms of this will.
Upon termination of any trust, the rights of
all persons who might otherwise have an
interest as succeeding income beneficiaries or
in remainder shall cease.
12, All shares of principal and income hereby
3
"
/i'
~'
::!
.. "'_.'- .. ...-'-'- ""'.....-..'-.....
given shall be free from anticipation,
assignment, pledge or obligation of the
beneficiaries and any of them, and shall not
be subject to any execution, attachment, levy
or sequestration or other claims of the
creditors of said beneficiaries or any of
them.
SEVENTH: I do hereby make, constitute and appoint my sister,
Antoinette Alitto, the Executrix of this my Last will and
Testament. Should she fail to qualify or cease to act, I appoint
my sister, Rosemary A. Schaedler, Executrix.
IN WITNESS WHEREOF, I, Gerald Anthony Alitto, Testator above
named,
have hereunto subscribed my
/} AA..A!.1-- , 1997.
7/- P
name and affixed my seal this _~/
day of
~(;~;j<~~.J~--:)/. /-j > .
'-.' -, _. / i~.
. ~/l [:;sEAL)
Testator "
,I
\
signed, sealed, published and declared by the above-named
Gerald Anthony Alitto, as and for his Last Will, in the presence of
us and each of us, who, at his request and in his presence and in
the presence of each other, have hereunto subscribed our names as
witnesses thereto the day and year last written above.
~',hJ IZJ__ ~_ ~
WITNESS
..57) j 12.:J-1 d /.fZ - (2.~.;JtJL,
ADDRESS
..L:"'7f,N /k/'-".-?/ ~~~ ,!!>u~"'./
WITNESS
do,') /1, c?1d::,.& _&~. ~
ADDRESS
4
'''~
.
.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Gerald A. Alitto
Date of Death: Auqust 6. 1997
will No.:
1997-00757
PA No. 2197-0757
To the Register:
I certify that Notice of Beneficial Interest required by Rule
5.6(a) of the Orphans' Court Rules w~s served on or mailed to the
following beneficiaries of the above-captioned as follows:
Date Name
Address
11/10/97 Ann L, Brubaker
81 Ashford Drive
Enola, PA 17025
11/10/97 Guy S. Alitto
5200 Kimbark Avenue
Chicago, Il 60615
11/10/97 Samuel P. Alitto
RD #2, Box 435
Myerstown, PA 17007
40 Golfview Road
camp Hill, PA 17011
418 15th street
New Cumberland, PA 17070
11/10/97 Rosemary A. Schaedler
11/10/97 Antoinette Alitto
Notice has now been given to all person entitled thereto under Rule
5,6(a) except None
Date November 11. 1997
i'
Patricia Care
ess 27 N. Front
P,O. Box 12
Harrisburq, 17108-1284
Phone (717) 234-3282
-
.,
'...\
Capacity: Counsel for Personal
Representative
--'
( ... , ~
"J......J
COMMONWEALTH OF PENNSYLVANIA 1.
COUNTY OF eUUIBRiAlID Dauphin J
u:
Antninpttp A]ittn
boing duly ~wnrn according to law, doposos and s.ys that Sho is the
Executrix of tho Estato of Gerald A. Alitto
lat. of -Ea.s.t.~nnsboro_To\'I11sl:1iJ2___ - , Cumberland County, Pa., d.ceased and that the
within is an inventory mado by Antoinette Alitto _ ,_ "' the said Executrix
of the entire estate of said decedent, consisting of all the personal prop.rty and real estate, except real eslote outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of tho Invontory roprosont it's fair valuo
es of '0 dato o~o:dont's death,
~ I and subscribed before me,
o"
1991
,
~~ >42ztt - g~~-r~~
Ex.cutor . Adminidr.t r
Date of Death
NOTARIAL SEAL
AVIS ANN BRYAN, Notary
Harnsburg, Dauphin County
My Commission Expires Sept. 10, 199B
6th Day of August 1997
Ooy
418 15th street
New CUmberland, PA 17070
Addr."
Month
Yoa,
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of persona' represenlotive.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty D (":
4. See Article IV, Fiduciaries Act of 1949.
(",
:::-.J
'@ ,;
>- m GO
.... W M
~ ~ .... ..
I' W -< ~ "
I'Lfl a.. .... u GO
Lfll' 0 0 In " '" ".
1'0 w ~ w C " GO
0 , l- I a.. . a.. c
01' .... oJ U. 0 Il1 ~
Z .. 0
'''' oJ -< 0 .j.J ~ a.. ~
u. .j.J
I'~ W 0 -< w '.... .;. -<
"'N > ~
'" Z ';;! -
~ . Z 0 c
C "
0:2 In Z .j.J 0
~ . Il1 U
Z<l: w -< ~ &l ...
a.. 'tl -c
i>< c
..... ..
~ - -;:
0 "
...0 -c ..loC
" E 0
- " ...!! 0
..
.... U u: CD
22. CoreStates Bank - Income Checking Account No. 141235-3552
23, MBNA America Bank, N.A. - Money Market
Account No, 57-076339-1
24, Fulton Bank - Certificate of Deposit Account No. 101-93538C
25, Pension Plan - Public School Employes' Retirement system
26, Benefical National Bank USA;
K-Mart Account No. 7 101 592 000191257
27, PSECU Account No, 0206389821
28, School District of the City of Harrisburg Check No. 210203
I
29, School District of the City of Harrisburg Check No. 209802
30, Capital Blue Cross/PA Blue Shield Check No. 1445379
31, School District of the city of Harrisburg Check No. 005644
32. Harrisburg Education Association (Overpayment of dues)
33, PP&L Customer Refund
34, Capital Blue Cross/PA Blue Shield Check No. 019604
35, Grand Lodge of Pennsylvania Check No. 1307
36, 1996 Plymouth Neon
37, Real Estate - 81 Ashford Drive, Enola, Pennsylvania
County of Cumberland
38.
32 united States Savings Bonds -
Rl17075027EE Rl17187411EE
Rl12717832EE Rl15716194EE
C464583573EE Rlll152351EE
C447495875EE C447967996EE
C393659708EE C387195784EE
C434628366EE C434369399EE
C409186175EE C393710238EE
C435061351EE C290359944EE
L502488082EE L502442737EE
L481226434EE C368237249EE
L481290943EE L481273690EE
Series EE
R1l8139956EE
R1l6941713EE
R111305579EE
C464150572EE
R104098349EE
C409252963EE
C393663475EE
C200126938EE
C189864924EE
L481359054EE
39, Treasury Direct - U.S. Treasury Bill CUSIP #9127946Q2
1,004.49
2,941.01
2,564,68
15,219,26
22,12
1,077.00
614,91
1,248.96
231. 08
84.00
19,62
98.14
25,00
35,00
6,800,00
89,000.00
2,273,76
10,000,00
WILLIAM R. BAlAOA'"
PATRICIA CAR['!' ZUCl'tU
MICHAE:L V. BROWN
LAW OI'YIGY.S
HAI.AIIAN AND lIAI.AIIAN
(jnvl~IIN()m,,' How
U1 NOIITJI FHONT STHI~ln
P. n. Box lun...
IIAHUlstltrllO, PY.NNSVI.YANIA 1110U.lunl
SIIAt"t'y'U,C.UKIN9 & IJALAUAN
1'962 1980)
THOMAS R BALABAN
(1916 1901)
(7171l.!(H m!U~.Ty.I.t~I'1I0Nr.
(717) urm..J,l.!()'J,. TY.I.F.P'AX
December 2, ~~~7
Mary C. Lewis
Register of Wills &
Clerk of the Orphans' Court
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
RE: Estate of Gerald A. Alitto, deceased
No. 1997-00757
PA No. 2197-0757
Dear Ms. Lewis:
Enclosed for filing by the Estate, please find the original
and one (1) copy of the Inventory of the Personal Property and Real
Estate of Gerald A. Alitto, deceased.
Further enclosed, please find Estate Check No. 0117 drawn in
the amount of sixteen and 00/100 ($16.00) dollars to cover the
costs associated with the above-referenced filing,
Please date and/or time-stamp the copy and return it to us in
the envelope provided.
Thank you for your attention in this matter,
Respectfully
enclosures
cc: Antoinette Alitto, Executrix
i
J___
.
;
.
COMMONWEALTH OF P[NNSYLVAf'ltA
DEPAFHMENT OF R[VENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HAARISBURG, PA 17128.0601
RECEIVEO FROM:
I
ANTOINETTE ALITTO
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
.~:Jt-9.
~
NO. AA 2424 26 REV "" EX I"'.
\
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101
$21.000.00
41B 15TH STREET
NEW CUMBERLAND, PA 17070
.
FOlD HERE-
ESTATE INFORMATION:
FILE NUMBER
21-1997-0757 SSN 206-38-9821
NAME OF DECEDENT (LAST) (FIRST) (Mil
ALITTO GERALD A
DATE OF PAYMENT
11/05/1997
POSTMARK DATE
0/00/0000
COUNTY
TOTAL AMOUNT PAID
$21,000.00
FOlD HERE"
CUMBERLAND
DATE OF DEATH
Q
REMARKSANTO I NETTE AL ITTO
SEA~HECK# 0109
Rf::GIS1ER OF WillS
VZ
RECEIVED BY 7J?-!J./k1. C. L.",.l:V ,tJ.0./ ,
MARY c. 1,-4, I S VIU.z,.M).$)-
REGISTER'.6F WILLS~ - 7~
,1~--------'-_._-_._----------- -~'----------------------;--;.-;-~:'~,. .. -:-,-
. ..'. ~i /' '
"
, "
l
-1
\"".r
,"
..1
...-.
~..
-'...
--~,-:---_..:-_--~:.;ua ~ ',_ ~1t :~. ....'-
~ ...
,
'-,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT280601
HAFmlSBUAG, PA 17128.0601
'*~'
:>
-. '
NO. AA 296692 "'V 11.2 EX 1"9.'
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
ZUCKER PATRICIA CAREY
POBOX 1284
27 NORTH FRONT STREET
HARRISBURG. PA 17108-1864
1 (),
q;~ lu
FOLOHERE
FOlD HERE
ESTATE INFORMATION:
FILE NUMBER
Pl-1997-07~7 S~N POA-~R-9RPl
NAME OF DECEDENT (LAST) (FIRST) (MI)
AI TTTn RF:RAI n A
DATE OF PAYMENT
9/P4/199R
POSTMARK DATE
9/P~/199R
COUNTY
rIlMl'lI'"RI p~ln
DATE OF DEATH
TOTAL AMOUNT PAID
$8,14
CW
REMARKSpATRICIA CAREY ZUCKER ESGl
! //,. ,.
'.. ,/1"
'/ !I') ..'
/
I-
?
SEACHECK# 5644
RE:G!STER OF WILLS
MARY C.
REGISTE
~___________________________~_________~_T______
,.
--.ll1""~
,
-;~::_~..-------,---.......;;.:;.d. II .,.4~~hL. T .-:~.,-~ ,
. ~
ib-uJ
1UV'';OO[X'(1''lj~t..
COMMO~~~YLVANIA
DEPARTMENT OF REvENUE
OEPT 180601
HARRI B R PA 1712 I
OECEDENrs NAME (lAST. fiRST. AJiOMIODlE INlIlAl11IM JlIllri DkX. .,1IIp....wo-d.
I!!
,,'S..
U"'''
W"g
:Z;~..J
U..m
~
IE
w
c
z
o
..
..
W
'"
'"
o
U
': J (J.j - UJ
1- , ./'. '" .
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FIlE NUMBER
:) Cf 7
~OUNl'tC Y(.A.II
00757
....OR
I- A L I T TO R A L 0
Z G E A
W SOCIAL SECURITY NUMBER DATE OF DEATH
0 2 6_ 3 8 / 0 6/
w 0 _ 9 8 2 1 o 8 9 9 7
0
W (IF APPLICABLE) SURVIVING SPOUSE.S NAME {lAST. FIRST. AND MIDDLE INITW.I SOCIAl. SECURITY NUMBER
0
DATE OF BIRTH
09/09/1949
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
~ ,. Original Relum 0 2 Supplemen~1 Retum 0 3 Remainder Relum """ ,,"" p"" .'2,'~811
o 4. limited Es~1e 0 4a Fu!Ufe Inlerest Compromis8 "..",,"'...' 12.12.821 0 S. Federal Es~te Tax Retum Required
~ 6. Decedent Died Testate (Atlach C09Y 01 WiI) 0 7. Decedent Maintained a living Trust (Attach copy oITruSl) ..Q 8, Total Number of Safe Deposit Boxes
o 9. litigabon Pro<:eeds Received 0 10. Spousal Poverty Credit I'".''''''''''''' 12.31.91 """,1.9" 0 11. Election to tax under Sec. 9113(Ali,,",h SehOl
THIS SECTION MUST BE COMP~ETED, A~~ CORRESPONDENCE AND CONFIDENTIA~ TAX INFORMATION SHOU~D BE DIRECTED TO:
NAME COMPLETE MAILING ADDReSS
Patricia Carey Zucker, Esquire 27 North Front street
F1~Nr~'''''' 1 P.O. Box 1284
a and Ba aban Harrisburg, PA 17108-1284
TElFb:lO~NU"'BER
,/1/ 234-3282
,. Real Es~te (Schedule A) (1) 6 9 ,0 0 o ,0 0
2. Stocks and Bonds (Schedule B) (2) ,1 1 6 ,9 3 3 .9 5
3. Cl0gely Held Corporabon,Partnership or Sole.Proprietorshlp (3) ,NONE
4. Mort9a9es & Notes Receivable (Schedule D) (4) NONE 00
, c- lli :o~
5. Cash, Bank Oeposits & Miscellaneous Personal Property _It'
Z (Schedule E) (5) 2 6 7 ,8 3 2 .~~ ron
(Co
0 6. Jointly Owned Property (Schedule F) (6) NONE ~' ~ S:a
~ , 8.: <t)C1J
7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property 3 7 3 1 6 ij 2 " o.
(7) I
::l (Schedule G or L) , U1 S,O
(--~ .
l- 8. Total Gross Assets (total Lines 1,7) (8) Pg49,,1 D:i~' 2 .2 8
ii: l=.,:
< . W eno
0 9. Funeral Expenses & Adminlstrabve Costs (Schedule H) (9) 3 0 ,6 3 .~~ (..j
-
W 0'1
Cl: 10. Oebts of Oecedenl. Mortgage Liabilihes, & Liens (Schedule I) (10) 3 3 ,6 2 2.8 5
11. Totat Oeductlons (total Lines 9 & 10) (11) 6 4 ,2 5 4 . 7 0
12. Net Value of Estate (Line 8 minus Line 11) (12) 4 2 6 ,8 2 7.5 8
13. Charitable and Governmental Bequests/Sec.: 9113 Trusts for which an election to tal( has not been (13) NONE
made (Schedule J) ,
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 4 2 6 ,8 2 7.5 8
15. Amount of line 14 ~xable ,NONE
Z at the spousal tax rale , X .0 (lS) ,NONE
0 See instructions on reverse side for applicable percentage
i= 16. Amount of line 14 taxable
~i!: at 6% rate , 3 6 6 ,8 5 8 ,3 1 x .06 (16) 2 2 ,0 1 1 .5 0
....:J 17. Amount of line 14 taxable 5 9 9 6 9 2 7 8 9 9 5 3 9
... x .15 (17)
:l; at 15% rate , ,
0
U 18. Tax Due (18) 3 ,0 0 6 .8 9
19.
Si.New
6/S/1~
1;'\
Decedent's Complete Address:
STREET ADDRESS
81 Ashford Drive
CITY Enola
SIAT'PA
1,0 17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 18)
2. CreditS/Payments
A. Spousal Pov~~y Credit
B. Pnor Payments
C. Discount
(1)
31,006.89
000.
71 nnn nn
.
1,050.00
Total Credits (A' 8. C) (2)
22,050,00
3. InteresUPenalty if applicable
D. Interest 0 _ 00
E. Penally 0 . 00
TotallnleresUPenally ( D. E ) (3) 0.00
4, If line 2 is greater than line 1 . line 3, enter the difference. This is the OVERPAYMENT,
Check box on Page 1 Line 1910 requeat a rafund (4) 0.00
5. If line 1 . line 3 is greater than line 2, enlerthe difference. This is the TAX DUE, (5) 8 ,956.89
A. Enter the interest on the lax due. (5A) n 00
B, Enter the total of Line 5 + 5A. This is the BALANCE DUE, (5B) 8.956.89
Make Check Payable to: REGISTER OF WILLS, AG:NT ..........
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Did decedent make a transfer and: Yes No
a, retain the use or Income of the property transferred; ............................................................. 0 IU
b, reteln the right to designate who shall use the property transferred or its income: ................ 0 KJ
c, retain a reversionary interest; or............................................................................................. 0 KJ
d. receive the promise for life of either payments, benefits or care? ......................................... 0 IU
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? .............,............".....................................,....,.......................0 []
3, Did decedent own an "In trust for' or payable upon death bank account or security
at his or her death? ........,...........................................,....,......,..................................................... 0 ~
4, Did decedent own an individual retirement account, annuity, or other non-probate property? ....Xi] 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
-. __ _W- _rsmrmIPnIIIJlIftIml_~.f1 ~~l!J~~
72 P,S. ~9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995.
72 P,S, ~9116 (a) (1,1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or after January 1, 1995, The statute does not exempt a transfer to a survivin9 spouse
from tax, and the statutory requirements for disclosure of assets and filin9 a tax return are still applicable even if the surviving spouse
Is the only beneficiary.
--
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the following question by placing an "x" in the
appropriate space,
Did the decedent create a trust or similar arrangement which Is solely for the surviving spouse's benefit for his or her entire
lifetime? Yes 0 No @I
If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second
spouse, at which time it will be fully taxable at the rate(s) applicable to the remainder beneficiary(ies). Enter the value of the trust on
Schedule J, Part II, in order to remove it from the calculation of the tax due in this estate. You may wish to file Schedule 0 in order to
make the election available under Section 9113. If the election is made, the trust or similar arrangement is taxed in the estate of the
first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate,
and the remainder is taxed at the rate(s) applicabie to the remainder beneficiary(ies). If you choose to make the election, you must
attach Schedule 0 to a timely-filed tax return, ~Iong with Schedule(s).K and/or M in order to show the apportionment of the trust or
similar. arrangement between the surviving spouse a'nd the remainder beneficiary(ies). '. ' . "'.'
. .
"'.,"",.,""*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE A
REAL ESTATE
Gerald A. Alitto, Deceased
FILE NUMBER
1997-00757 PA No. 2197-0757
DESCRIPTION
Cumber land County,
VALUE AT DATE
OF DEATH
69,000.00
All real property owned solely or.. a lenlnt In common mUlt be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a willing buyer end a willing seller, neither being comp<llled 10 buy or sell, both having reasonable knowledge ollhe relevanllacts. Real property which "lolntly-owned with right of
.urvlvolShl mu.t be dlsclo.ed on Schedule F,
ITEM
NUMBER
1.
81 Ashford Drive, Enola,
Pennsy 1 vania
..7'.-----.-'-.~....-..-.... .,..~p,.,~,..."..,.. ". <,.\.,.
TOTAL (Also enter on line 1, Recapitulation) $
(tf more space is needed, insert additional sheets of the same size)
69,000.00
REV-lmb.tUTI
ESTATE OF
*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
R SIDENT DE EOENT
Gerald A. Alitto, deceased
All property jolnUy-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
L
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
DESCRIPTION
r~can a er or s
150.865 Shares (common) - Mylan Laboratories CUSIP 628530107
33.175 Shares (common) - Enron Corporation
24.241 Shares (common) - U.S. West Comnunications Group
14.682 Shares (common) - U.S. West Media Group
35.306 Shares (common) - Exxon Corporation Acct. #3300 10-3533
194.845 Shares (common) (64 Shares in Certificate form
CUSIP 218695104) CoreStates Financial Corporation
112.587 Shares Franklin Templeton - Franklin pennsylvania Tax-
Free Income Fund - Class I Account NO. 12910509691
470.453 Shares - Rightinne Fannily of Funds - Rightime Blue
Chip Fund - Account No. 56903
146.390 Shares - Scudder Small Company Value Fund
4950.140 Shares - Scudder Tax Free Money Fund
456.969 Shares - Scudder PA Tax Free Fund
Dreyfus Growth & Income Fund Account No. 010-0220814719
Dreyfus Premier Value Fund Account No. 037-0564595627
Dreyfus Liquid Assets Fund Account No. 039-0033115627
Dreyfus 100% U.S.Treasury Money Market 071-0220139695
Dreyfus Pennsylvania Municipal Money Market Fund Account No.
104-0213943806
Dreyfus Municipal Reserves Fund Account No. 324-0000550715
Dean Witter Trust - Account No. 410-034504-003
Fidelity Investments - Fidelity Magellan Mutual Fund
Account No. T071744363
U.S. Treasury Bill CUSIP 9127946Q2
U.S. Savings Bonds - Series EE
R117075027EE R117187411EE
R112717832EE R115716194EE
C464583573EE R111152351EE
C447495875EE C447967996EE
C393659708EE C387195784EE
C434628366EE C434369399EE
C409186175EE C393710238EE
L481226434EE C368237249EE
R118139956EE
R116941713EE
R111305579EE
C464150572EE
R104098349EE
C409252963EE
C393663475EE
L481359054EE
FILE NUMBER
1997-00757 PA No. 2197-0757
VALUE AT DATE
OF DEATH
,
3,149.00
1,246.15
914.00
328.00
2,243.34
12,435.81
1,181.00
15,958.00
2,841.43
4,850.14
6,278.75
9,249.23
3,146.46
6,377.71
6,126.13
3,127.44
6,067.56
8,033.34
9,656.15
10,000.00
C435061351EE
C290359944EE
C200126938EE
L502488082EE
L502442737EE
C189864924EE
L481273690EE
L481290943EE
2,273.76
TOTAL (Also enter on line 2, Recapitulalion) $
(If more space is needed, insert additional sheets of the same size)
116,933.95
R(\II5Oe[)lojl."1
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
R lENT D D NT
ESTATE OF
Gerald A. Alitto, deceased
FILE NUMBER
1997-00757 PA No. 2197-0757
Include the proceeds of litigation and !he dale the proceeds were received by the eslate. All property jolntly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1,
2.
3.
4.
5.
6.
7.
8.
9.
10.
1L
12.
13.
14.
15.
16.
17.
DESCRIPTION
pennsylvania state Employees Credit Union Account No. 0206389821
1996 Plymouth Neon
Fulton Bank Certificate of Deposit No. 101-93538C
CoreStates Bank - Income Checking Account No. 141235-3552
MBNA America Bank, N.A. - Money Market Account No. 57-076339-1
Beneficial National Bank USA - KMart Account No.
7101592000191257
School District City of Harrisburg Check No. 210203
School District City of Harrisburg Check No. 209802
School District City of Harrisburg Check No. 005644
PP&L Customer Refund
Harrisburg Education Association (Dues OVerpayment)
Grand Lodge of PA Check No. 1307
Pennsylvania School Employes' Retirement System
Travelers Life & Annuity Account No. 8625443
DAUCXJ Federal credit Union
VALIC Annuity TSA-001 Account No. 8567286
Scudder Trust Company IRA Account # 4010578-7
VALUE AT DATE
OF DEATH
1,077 .00
6,800.00
2,564.68
1,004.49
2,941.01
22.12
614.91
1,248.96
84.00
98.14
19.62
35.00
215,219.26
5,490.59
130.55
19,652.25
10,829.63
TOTAL (Also enter on line 5, Recapilulalionl $
(If more space is needed, insert addilional sheets of the same size)
267,832.21
_,,_,~~_~__"~ ..~,.,-"-" .. . '''.. ,_.,........c" ~..,' "",." .I,"."'.
;"'"
"'''.
ESTATE OF
Gerald A. Alitto, deceased
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
1997_00~;~NU~~E~. 2197-0757
1l(",'~10(l 0(1 tI)
'*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE IDENT DECEDENT
Tho schedukl must be compleled and fikld Wthe answer 10 eny 01 questions 1 through 4 on the reyerse side oflhe REV.1500 COVER SHEET. yes.
DESCRIPTION OF PROPERTY %OF
ITEM INClUOE1HEtW.IEOf'HE1RNlSHA[[.THEIRFlELA1IONSHlP10DECE[)(NTAA01~OATEorllWlS1EA DATE OF D.E<~ TH DECO'S EXCLUSION TAXABLE VALUE
NUMBER ,l,tTACH,I,COF'YOf THE OEfD fOIl: 1lfAi. ESTATE VALUE OF A SET INTERE~T IFAPJ\ICAIlLE\
1"ruaen[;~a.L secur~t~e5 <.:orporat~on Var~aDle -
1. Investment Plan Contract No. 72151971
Transferee - Nicloe Heigl (lineal Decendent) 6,956.96 100 6,956.96
2. VALIC Annuity TSA-001 Account No. 3531622
Transferee - Anthony Alitto (Lineal
Decendent) 12,280.47 100 12,280.47
3. Dauphin Deposit Bank & Trust Company
18 Month Variable IRA Account i lineal Dec.) 3,134.02 3,134.02
Transferees - Alexander and Nico e Heigl 100
4. Nationwide Life Insurance Corrpany - The
Best of America IV - 403(B) TSA Contract
plan No. 403(B) TSA Contract Plan No.
403BOOOHOORT Transferee - Nicole Heigl
(Lineal Decendent) 14,944.67 100 14,944.67
TOTAL (Also enter on line 7, Recapitulalion) $ 37,316.12
(if more space is needed, insert additional sheets of the same size)
~"",,,,--,,,",,,,,,,,""...--..,----~-,......_....~...._.,,.._.. . ,-,"""..*.."-' .., --."_.-.....~. ,.
R(V.1!./JU.(t911
*'
SCHEDULE J
BENEFICIARIES
COMMDNWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE I TD E ,NT
ESTATE OF
Gerald A. Alitto, deceased
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEiVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal dislribulions)
Ann L. Brubaker (non-relative)
81 Ashford Drive, Enola, PA 17025
2. Nicole Heigl (intestate beneficiary)
418 15th Street, New Cumberland, PA 17070
3. Alexander Heigle (intestate beneficiary)
418 15th street, New Cumberland, PA 17070
4. Anthony Alitto (intestate beneficiary)
RD #2, Box 435 Myerstown, PA 17067
5. Antoinette Alitto (testate beneficiary)
418 15th Street, New Cumberland, PA 17070
6. Rosemary Schaedler (testate beneficiary)
40 Golf View Road, cannp Hill, PA 17011
7. Guy S. Alitto (testate benefiticary)
5200 S. Kimbark Avenue, Chicago, Il 60615
8. Samuel Alitto (testate beneficiary)
RD #2, Box 435, Myerstown, PA 17067
1.
FILE NUMBER
1997-00757 PA No. 2197-0757
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not L1Bt Trustee(s) OF EST A TE
Non-relative 69,000.00
Lineal Decendent 23,468.64
Lineal Decendent 1,567.01
Lineal Decendent 12,280.47
Lineal Decendent 96,191.54
Lineal Decendent 96,191.54
Lineal Decendent 96,191.54
Lineal Decendent 96,191.54
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B, CHARITABLE AND GOVERNMENTAL DISTRiBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert addiliDnal sheets of the same size)
1
,.,"".J'.<:mIWI'\\1,1\i.i .'..
.~"",%) 1~1i~l:"rI;>li,
Ii.<, "1- ~,;''''!'"'.;; ;'l.){:~-
'~"0y.1r .- ',''',1 "J. '"iJ", .
'~.~l'll1'.f. ~~>.~li\<;(J1..~.
.rEi:.:; I ~~ ' .....-;:. .~~~ ' );.01' ~~ ...'S
. I.; . ,~ ,c I\~,'I" a'll
. .\~ {J 'l ~rt\-,.. .' ';6~i/} .~: ~J I .
, '.;~ '~'~{~'i:t.~,..., )j'/~'t:~.J.~ ,f.";
'. 'i 1~r:<::ll~~~ t~t.'~'. ;-" ...Ul~,( \.~.,:.~~ .
, 'I,....,...... I', u".. ...
", ,'"k Vii. fin' ......,;..C... ..')~"l.'
. "'Il~ .,j 'I'~l'\\' ",\,'
(~""Y'\"I\'"
:. ." f',:'
, ,
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
No. 1997-00757 PA No. 2l97-0757
ESTATE OF ALITTO GERALD A
ILA~~, rlM~~, M1UUL~)
a/k/a
Late of
ALITTO GERALD ANTHONY
EAST PENNSBORO TOWNSHIP
L:UMHt;tlLAlIIU L:UUlII'l'X,
Deceased
Social Security No. 206-38-9821
day of September
1997 an instrument
WHEREAS,
dated July
was admitted
on the 12th
31st 1997
to probate as the last will of ALITTO GERALD A
(LA~~, rltl~~, M1UUL~)
a/k/a ALITTO GERALD ANTHONY
late of EAST PENNSBORO TOWNSHIP CUMBERLAND County, who died on the
6th day of Auqust 1997 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 i.n the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TEST~IENTARY
to ANTOINETTE ALITTO
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 l2th day of September 1997.
'fY)artUhu~ ~....(ls~. ~-tW".B,Df"lr(f
. eg~ er 0 ~.r s
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
~. ........,.,_.-
...~-
21-97-757
LAST WILL AND TESTAMENT
m:
GERALD ANTHONY ALITTO
I, Gerald Anthony Alitto, of Enola, County of Cumberland and
Commonwealth of Pennsylvania, being of sound mind and memory, do
hereby make, pUblish and declare this to be my Last Will and
Testament.
FIRST:
I hereby revoke all Wills and codicils thereto by me
at any time heretofore made.
SECOND:
I direct that all my legal debts, my funeral
expenses and the costs of administration of my estate be paid as
soon as practicable after my death. I direct that my Executrix pay
out of my estate, as a general charge thereon, all inheritance,
estate, sUccession and other taxes, together with any interest or
penalty thereon assessed by reason of my death with regard to all
properties and assets subject to such taxes, whether or not such
property and assets pass under this Will.
THIRD:
I give, devise and bequeilth my residence, 81 Ashford
Drive, Enola, Cumberland County, Pennsylvania to Ann L. Brubaker.
FOURTH:
I give, devise and bequeath the remainder of my
estate, real, personal or mixed, tangible or intangible, of
whatsoever kind and wheresoever situated, together with any
property to which I may have any power of disposition or
appointment and whether acquired during or after my lifetime, with
the exception of my residence which I have devised above to Ann L.
Brubaker, to my beloved brothers and sisters, Guy S. Alitto, Samuel
P. Alitto, Rosemary A. Schaedler and Antoinette Alitto, in equal
parts, providing they shall survive me for a period of thirty (30)
days.
FIFTH:
In the event Guy S. Alitto, Samuel P. Alitto,
Rosemary A. Schaedler and Antoinette Alitto are not living at the
time of my decease, or are killed with me in a common disaster or
accident, or die on or before the thirtieth (30th) day following my
death, but are represented by issue then living, such issue shall
take, per stirpes, the legacy to which each would have been
entitled if then living.
SIXTH:
My Executrix, Guardian and Trustee, shall have the
following powers in addition to those vested in them by Law and by
other provisions of my Last Will and Testament, applicable to all
property, whether principal or income, including property held for
minors, exercisable without court approval, and effective until
actual distribution of all property:
1. I direct that my Executrix, Guardian and
Trustee, and her successor, shall not be
required to give bond for the faithful
performance of her duties in any juriSdiction.
2. My Executrix, Guardian and Trustee shall
receive compensation for the performance of
her functions hereunder in accordance with the
Pennsylvania Estates Practice standard
schedule of fees in effect from time to time
during the period over which her services are
performed.
3. To allocate receipts and expenses to principal
or income or partly to each as she from time
to time thinks proper in her sole discretion.
4. To borrow money from any pers0n or institution
and to mortgage or pledge any or all real or
personal property as my Executrix and Trustee
2
in her sole discretion shall choose, without
regard for the dispositive provisions of this
instrument.
5. To compromise any claim or controversy.
6. To make distribution in cash or in kind, or
partly in cash and partly in kind, and in such
manner as she may determine, and at valuations
finally to be fixed by her.
'7. To invest in all forms of property (including
stock or other securities and common trust
funds and mortgage investment funds), without
restriction to investments authorized for
Pennsylvania fiduciaries, as she deems proper,
without regard to any principle of
diversification or risk.
8. To retain any or all of the assets of my
estate, real or personal, including any shares
of stock or other securities I may own,
without restriction to investments authorized
for Pennsylvania fiduciaries, as she deems
proper, without regard to any principle of
diversification or risk.
9. 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 she deems proper.
10. To exercise any law-given option to treat
administrative expenses either as income tax
or as estate tax deductions, without regard to
whether the expenses were paid from principal
or income.
11. Should the principal of any trust herein
provided for be or become too small in the
Trustee's discretion so as to make
establishment or continuance of the trust
inadvisable, my Trustee may make distribution
in accordance with the terms of this will.
Upon termination of any trust, the rights of
all persons who might otherwise have an
interest as succeeding income beneficiaries or
in remainder shall cease.
12. All shares of principal and income hereby
3
given shall be free from anticipation,
assignment, pledge or obligation of the
beneficiaries and any of them, and shall not
be subject to any execution, attachment, levy
or sequestration or other claims of the
creditors of said beneficiaries or any of
them.
SEVENTH: I do hereby make, constitute and appoint my sister,
Antoinette Alitto, the Executrix of this my Last will and
Testament. Should she fail to qualify or cease to act, I appoint
my sister, Rosemary A. Schaedler, Executrix.
IN WITNESS WHEREOF, I, Gerald Anthony Alitto, Testator above
named, have hereunto subscribed my name and affixed my seal this __;:/!'
day of ~~;J- , 1997.
---("...)~~ . (~,-~) . .-)
,. . ..~- I."
'-.' - . ,-;,.( ~'pEAL)
Testator'
.1
\
signed, sealed, published and declared by the above-named
Gerald Anthony Alitto, as and for his Last Will, in the presence of
us and each of us, who, at his request and in his presence and in
the presence of each other, have hereunto subscribed our names as
witnesses thereto the day and year last written above.
~'<I:.c,,) ~ ~- t.o..L
WITNESS
51J3 /2. d-Id; /.fZ - a~~~
ADDRESS '
.L./,.O'iJ/J /J~...../ 1,7J 't>u~",./
WITNESS
60,) JJ c?/4F. _&_~~, AdL..:.
ADDRESS
4
.' ....
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
I, ~;4,~the Testator, whose name is signed to the
attache~or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; and that I signed it willingly and
as my free and voluntary act for the purposes therein expressed.
O,'4.sworn to or affirmed and ackno~ledged befo)PT me by ~ tf.
_-f{./Z;, I the Testator, this J IA.:! day of '"Ju.L~ '
1997. (/ (J
l/
, .J
, ...-' /'
/r..Q..{) ,9 tZ~_-~)"",
COMMONWEALTH OF PENNSYLVANIA
PUB IC NOTARIAL ,
RITA C. ANSTEAD. Not./y Pubhc
Machanicsburg Bora. Cumberland Counl','
M CommIssion Ex ires A filS. 2001 _
SS
COUNTY OF CUMBERLAND
We, /) ,,,;-:r;A/ e~L 1n,oilA":"'8ub and ."i/b,A..J o..,,->-t-a./ ::?g...~~
the witnesses wHose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw the Testator sign and execute the
instrument as his free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight
of the Testator signed the will as a witness; and that to the best
of our knowledge the Testator was at the time 18 or more years of
age, of sound mind and under no constraint or undue influence.
witnesses, this
irmed and subscribed to before me by
~ and fi:ri:O~/>?.n --- ~,>- iP' -~ ./
'J day of , 1997.
2;1;0 /2,,L /k dft" ~ , t~
WITNESS I
IifrfN~~A-"
ycJ~
a1/?;~ ./
?;,Jk....,-"-"'~
C/
,~
/'
NOTARY
(! U~~~<-C
PUBLIC
NOTARIAL SEAL
RITA C, ANSTEAD, Not./y Pubhc
Mechanicsburg Bora. Cumberland County 1
M CommIssion Ex ires A filS. 2001 _!
FORMS\LAST .WIL
5
'!.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280GOl
HARRISBURG. PA 17128-0601
'*
NO. AA 2'70 lJ 4 6 nEV'lIem (11,961
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
PATRICIA CAREY
POBOX 1284
27 NORTH FRONT
HARRISBURG, PA
ZUCKER
1{)1
1t.~.QC:;J.. ~q
STREET
17108-1864
FOLD HERE
ESTATE INFORMATION:
FILE NUMBER
~1-'Qc}7 ()7<;7
NAME OF DECEDENT (LAST)
~qf\l pn.L.-'=If=I qRP1
(FIRST)
(Mil
ad T TTn Rr=J:'U:U n ~
DATE OF PAYMENT
<;/{)<;/lQQ8
POSTMARK OATE
0/00/0000
COUNTY
f::"IMR~~1 aNI)
DATE OF DEATH
TOTAL AMOUNT PAID
$8,956.89
S,;
REMARKSANTOINETTE ALITTO
C/O PARTICIA CARNEY ZUCKER
SEAj;;HECK# 134
RECEIVED BY.'
-'
.". ~...
-
,
.'
" 'r /'.
MARY C. LEWIS /
REGISTER OF WILLS
I
f-{c_C,ISTER Or=,\kLS
__ __._ ___ H'_ ,__~ __ __ _ _ _ _ ___
"
.......
'.'-'. ---~'
--: ...-::-.........-.-:--~:-...----........::.iiI. -. ,,4tI"l"..........""....~_.
;.,., . 1
\
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
aUREAU i~ INDIVIDUAL TAXES
. INHERITANCE lAX DIVISION
DEPT. 280601
HARRISBURC, PA 11126.0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
i-:?6 '02
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 ~
REv=ist;j-Einrip-ioij:97Y-iloi"icE--oF-YliiiERiTi.NCE-i"Ax-iiPPRiiisEHEil:r;-AL:rowi.NcE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GERALD A FILE NO. 21 97-0757 ACN 101
PATRICIA CAREY
27 N FRONT ST
PO BOX 1284
HARRISBURG
ZUCKER ESQ
PA 17108
ESTATE OF ALITTO
TAX RETURN WAS: I ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Est.te (Schedule A)
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hartg.ges/Notes Receivable (Schedule OJ
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Tot.1 Assets
07-15-1996
AL ITTO
08-06-1997
21 97-0757
CUMBERLAND
101
Allount Re.ti tted
'*
Itv.IU7 II n, ,"."1
GERALD
A
69.000.00
116,933.95
.00
.00
267.B32.21
.00
37.316.12
18)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H)
10. Debts/Kartgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
30,631.85
33 .622.85
11~)
112)
(13)
(~4)
NOTE:
TAX CREDITS:
PAYHENT
DATE
11- 05-1997
05-05-1998
RECEIPT
HUHBER
AA242426
AA270046
DISCOUNT l+)
INTEREST/PEN PAID (-)
1,105.26
.00
INTEREST IS CHARGED THROUGH 07-30-1998
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
( X) CHANGED SEE ATTACHED NOTICE
DATE 07-15-199B
11)
(2)
(3)
14)
(51
161_
(7)
(9)
110)
.00 X .00=
.00 X .06=
426.827.58 X .15=
118)
AHOUNT PAID
21,000.00
8.956.B9
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
subait the upper portion
of this fora with your
tax p8YHnt.
491,082.26
t;4.?l;470
426,827.5B
.00
426,827.5B
and 16 will
date.
.00
.00
64,024.14
64,024.14
31,062.15
32,961.99
692.04
33,654.03
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
I~ an assessment was issued previouslY, lines 14. 15 and/or 16, 17
re~lect figures that include the total of ALL returns assessed to
ASSESSMENT OF TAX:
IS. Aaount of Lin~ 14 at Spousal rate (lS)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. AMount of Line 14 taxable at Collateral/Class B rate (17)
18. Principal Tax Due
1 I .
RESERVATION: Estat.. of decedents dying on or before Dec.~.r 12, 1982 -- If any future Interest In tho .,tat_ Is transferred
In po....51on or enjoy..nt to CI... B (collataral) beneficiari.. of the o.cedent after the expIration of any estate for
lIfe or for years, the CO..Dnw..lth hereby expresslY r...tva, the right to appraise and OI'.'S transfer Inheritance TeXIS
at the lewful Clals B (collateral) rat_ on any such future interast.
PUllI'Ost OF
NOTlCE~
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN
ISTRATIVE
CORRECTIONS :
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the require..nts of SectIon 2140 of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S.
section 9140).
Detach tho top portion of this Notice and sub.it with your pay..nt to the Register of Wills printed on tho rever.. side.
-~"ek8 check or aoney order payable to: REGISTER OF MILLS I AGENT
A refund of a tax credit, which was not requestad on the Tax Return, .ay ba reQUastad by coepleting an ftApplication
for Refund of Pennsylvania Inheritance and Estate Tax" (REVR1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24~hour
answering s.rvice nuebers for foras ordering: In PennsYlvania 1-800-362-2050, out.ide PennsYlvania and
within local Harrisburg area (717) 781-8094, TOOl (111) 112-2252 (Hearing I~aired Only).
Any party in inter.st not satisfied with the appraise.ent, allowance or disallowance of deductions, or asses..ent
of tax (including discount or interest) as shown on this Notice .ust Object within sixty (60) days of raceipt of
this Notico by:
--written protest to the PA Deparuent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the .atter deter.ined at audit of the 3ccount of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this asses..ent should be addressed in writing to: PA Depart.ent of Revenue,
Bureau of Individual Taxas, AT1N: Post Assess.ent Review Unit, Dept. 280601, Harrisburg, PA 11128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for 8 Residant
Decedent" (REV-1501) for an explanation of ad~lnistrativelY correctable errors.
If any tax due i. paid within three (3) calendar .onths after the decedent"s death, a five percent (5~) discount of
the tax paid i, ailowed.
The 15X tex a.oesty non-participation penalty is co.puted on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax a.nesty period. This non-participation
penalty i. appealable in the .a.e .anner and in the the sa.e time period as you would appeal the tax end interest
that has been asses.ed as indicated on this notice.
Interest is charged beginning with first day of delinquencY, or nine (9) .onths and one (1) day fro. the date of
death, to the date of pay.ent. Tax.s which beea.. delinquent before January 1, 198Z bear interest at the rate of
six (6~) percent per anRUD calculated at a daily rate of .000164. All taxes which bec..e delinquent on and after
January 1, 198Z will bear interest at a rate which will vary fro. calendar year to calendar yeor with that rate
announced by the PA Depart.ent af Revenue. The applicable interest retes for 1982 tl\rough 1998 are:
'!!!!! Interest Rate DallY Interest Fector ~ Interest Rate Dally Interest Factor
1982 20~ .000548 1987 9~ .00(1247
1983 16~ .000438 1988-1991 11~ .000301
1984 11~ .000301 1992 9~ .00QZ41
1985 13~ .000356 1993-1994 17. .000192
1986 10~ .000214 1995-1998 9' .000241
--Interest is calculeted illS follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any MoticD i,sued after the tax beco.e. delinquent will refloct an interest calculation to fifteen (15) days
beyond the date of the assess.ent. If pcy.ent is .ade after the interest co.putation date shown on the
Notice, additional interest .ust be calculated.
RI!.V.I':~EXI&-aa) ....
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 2808Dl
HARRISBURG PA 17128.D801
DECEDENTS NAME
FILE NUMBER
Gerald A. Alitto
2197-0757
101
REVIEWED BY
ACN
Donna Tobias
SCHEDULE ITEM
NO.
EXPLANATION OF CHANGES
Changed tax rate from 6 percent to 15 percent since a niece, nephew, sister, brother Is a
collateral beneficiary.
ORIGINAL
Page 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
/5- ;26,)- Ii)
BUREAU OF INDIVIOUAL TAXES
INHERITANCE TAX DIVISION
DEPT ..-%80601
HARR1S&URG, PA 17128-0601
~JTICE OF INHERITANCE TAX
APPRA,SEHENT, ALLOWANCE OR OISALLOWANCE
OF O'"OUCTIONS ANO ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-15-199B
ALITTO
08-06-1997
21 97-0757
CUMBERLAND
101
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALOMG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REY=is4j-EX--"i:p-iilif=9'rniiificE--Oj:-YNHERii'iiiicE-TAirAPpiiAisEiiENT~--"LLOWAriCnjR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GERALD A FILE NO. 21 97-0757 ACN 101
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExPenses/Adm. Costs/Misc. Expenses (Schedule Hl
10. Debts/Hortgage Liabilities/Liens (Schedulo Il
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental aequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
PATRICIA CAREY ZUCKER ESQ
27 N FRONT ST
PO BOX 12B4
HARRISBURG PA 17108
ESTATE OF ALITTO
TAX RETURN WAS: I ) ACCEPTEO AS FIlEO
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Est.t. (Schedule A)
2. Stocks and Bonds (SChedule 8)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. C8shlBank Deposits/Hisc. Personal Property (Schedule El
6. Jointly Owned Property ISchedule F)
7. Transfers (Schedule G)
8. Total Ass.ts
Allount Re..itted
I X) CHANGED
SEE
u,*
IIV-I541 II'" II'.'"
GERALD
A
(1)
(2)
(3)
(4)
IS)
(6)
(7)
69.000.00
116 .933.9!i,
.00
.00
267.832.21
.00
37.316.12
(8)
DATE 07-15-1998
ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forll with your
tax pliy..ent.
491, 082.28
64.?1;470
426,827.58
.00
426,827.58
If an assessment was issued previouslY, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 taxable at Collateral/Class B rate (17)
18. Principal Tax Due
NOTE:
TAX CREDITS:
PAYHENT
OATE
1l-05-1997
05-05-1998
RECEIPT
NUHBER
AA242426
AA270046
DISCOUNT I.)
INTEREST/PEN PAID I-J
1,105.26
.00
INTEREST IS CHARGED THROUGH 07-30-1998
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
(9)
lID)
30,631. 85
33.622.B5
(11)
(~2)
.00
.00
64,024.14
64,024.14
31,062.15
32,961.99
692.04
33,654.03
. IF PAlO AFTER DATE INDICATEO, SEE REVERSE
FOR CALCULATION OF AODITIONAL INTEREST.
IF TOTAL OUE IS LESS THAN $1, NO PAYHENT IS REQUIREO.
IF TOTAL OUE IS REFLECTEO AS A "CREDIT" ICR), YOU HAY BE OUE
A REFUND. SEE REVERSE SlOE OF THIS FORH FOR INSTRUCTIONS.)
n~)
1~4)
.00 K .00=
.00 X .06=
426,B27.58 X .15=
(18)
AHOUNT PAlO
21,000.00
B,956.89
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
RESERVATION: E.tates of dec8d8nt. dying on or before Dec..ber 12, 1942 -~ if any future interest in the e.tate is tran.ferred
in pos.e.sion or enjoywent to Clal' B (collateral) beneficiaries of the decedent after the expiration of any estatD for
life or for years, the C~onwealth hereby expressly reserve. the right to appral.e and a.sess transfer Inheritance Taxe.
at the lawful Class B (collateral) rate on any such future Interest.
PURPOSE OF
NOTICE:
To fulfill the requir..ents of Section 2140 of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S.
Section 9140).
PAYltEHT:
Detach the top portion of this Notice and sub.it with your pay.ent to the RDgi.ter of Wills printed on the rever.e sid..
--Hake check or .oney order payable to: REGISTER OF MILLS, AGENT
REFUND (CR):
A refund of a tax credit, Nhich was not requested on the Tax Return, .ay be reque.ted by c0llp1eting an "Appllcation
for Refund of Pennsylvania Inheritance and Estate Tax" (REY~1313). Applications are available at the Office
of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the .pecial 24~hour
an'N8ring service nuabers for fore. ordering: In Pennsylvania 1~800~362~2050, outside Pennsylvania and
within local Harrisburg area (717) 787~8094, TDDt (717) 772~2252 (Hearing I.paired Only).
Oa.JECTIOHS: Any party in interest not satisfied with tho appraise.ent, ellowance Dr dJsellowance of deductions, Dr assesnent
of tax (including di.count or interest) as shown on this Notice DUst Object within sixty (60) dIlIys of receipt of
this Notice by:
--written protest to the PA Depert.ent of Revenue, Board of Appeals, Dept. 281021, HarriSburg, PA
--election to have the eatter deter.ined et audit of the account of the personel representative,
--appeal to the Orphans' Court.
17128~1021,
DR
ADtlIN
ISTRATIVE
CORRECTIONS:
Factual errors discovered on this as.esseent should be addressed in writing to: PA Depart.ent of Revenue,
Bureau of Individual Taxes, ATlH: Post As.ess.ent Revi.~ Unit, Dept. 230601, Harrisbury, PA 17128-0601
Phone (717) 787~6505. See pago 5 of the booklet "Instructions for InhQritence Tax R.turn for a Resident
Decedent" (REV-1501) for an explanation of ad.inistrativelY correctable errors.
DISCOUNT:
If any tax due is paid within thrao (3) calendar .onths after the decedent's death, a five percent (5~) discount of
the tax paid is allowed.
PENALTY;
The 15Z tax ~sty non-participation penalty is co~uted on the total of the tex and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax a.nesty period. This non-participation
penalty is appoalable in the sa.e .anner and in the the sa.. ti.e period as YOU would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) .onths and one (I) day fro. the date of
death, to the date of pay.ent. Taxe. which beCBDe delinquent before January 1, 1982 bear interest at the rate of
six (6~) percent per annu. calculated at a daily rate of .000164. All taxes which bec~o delinquent on and after
January 1, 1982 will bear interest at a rate which will vary fr~ calendar year to calandar year with that rate
announced by the PA nepart.ent of Revenue. The applicable interest rates for 1982 through 1998 are:
~ Intorest Rate Daily Interest Foctor :!!!r Interest Rate Daily Interest Foctor
1982. 201: .000548 1987 9~ .000247
1983 16Z .000438 1988~ 1991 HZ .000301
1984 llZ .000301 1992 9~ .000247
1985 13Z .000356 1993-1994 n .000192
1936 10Z .000274 1995-1998 97- .000247
~~Interest is calculated as follows:
INTEREST = BALANCE DF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTDR
--Any Notice issued after the tax becoaes delinquent will reflect an interest calculation to fifteen (IS) days
beyond the date of the assess.ent. If pay.ent is .ade after the interest co.putation date shown on the
Notice, additional interest .ust be calculated.
,:\,
DR
...
AEV.1410!Xla.Ul
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
r-
,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
OEPT, 280001
HARRISBURG PA 17128.0801
DECEDENTS NAME
FILE NUMBER
2197-0757
101
Gerald A. AJitto
ACN
REVIEWED BY
Donna Tobias
SCHEDULE ITEM
NO.
EXPLANATION OF CHANGES
Changed tax rate from 6 percent to 15 percent since a niece, nephew, sister, brother is a
collateral beneficiary.
ROW
Page 1
,'--'1
<, -j'
:~~:,-:;'i
::"(
{~i~~:'l
i(,tl
":1
;'/
:7/d
;''">,'1
{~).}
,;,~\
fZhi
"1
~t~
~tl
kl
~,'j
kt}'
ij,
il,'1
'.,,.'~
~t~~1
'1-1
~'1
~~--
~;I
~,::
>':
:;;':.
"~.,~",........._~-,-~.~ ..~~... .
no \Ci
c-
_<t' CD
::l~
r:y'
". ~
c:
,
N
-..,J
.. ;:;-;
,
-cr.' W
)>;:0 N
::0
::Oro
~("')
2.Q
.'
,.
We
-
COMMONWEAln-, OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPl280601
HARRISBURG. PA 17128.0601
*~'
:11
-. .
NO. AA 2 9 6 4 90 "'V,1162 EX 111961
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
ZUCKER PATRICIA CAREY
POBOX 1284
27 NORTH FRONT STREET
HARR I SBURG, PA 171 08'-186't
101
$::I::I,f.!"i4.0::l
.
FOlDH[RE
FOLD HERE -
ESTATE INFORMATION:
FilE NUMBER
21-1997-0757 SSN 206 ::18-9821
NAME OF DECEDENT (LAST) (FIRST) (MI)
ALITTO GERAI n A
DATE OF PAYMENT
7/::11/1998
POSTMARK DATE
COUNTV
r.IIMRi=RI ANn
DATE OF OEATH
$33,654.03
TOTAL AMOUNT PAID
/~.,/
RECEIVED BY'///"f/J,
~IARY C. LE IS
REGISTER1 F WILLS
;I,?V
'; l "-
,( </1/-11 ))!//y..
..Ij / ~
REMARKSANTOINETTE AUTTO
SEA[(:HECKII 135
fiEGISTER OF WILLS
.,.,~------ --- - ------------ -------- .._-
____~____,,- __ ___h ____ __ _____,-_______
,
,I
..-.~'
---_...--_..~
-....------...:.....:.a.-.. ,.4i~"'L.", :-'7'-"
.....--.
el
STATUS REPORT UNDER RULE 6,12
Name of Decedent: Gerald A. Alitto
Date of Death: August 6, 1997
will No. 1997-00757
Admin. No. 2197-0757
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No X
2. If the answer is No, state when the personal
representative reasonablv believes that the administration will be
complete: December 31, 1998
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
~~I J1
/~ --
igna ure
Balaban and Balaban
By: Michael V. Brown, Esquire
Name (Please type or print)
27 N. Front st., P.O. Box
Harrisburq, PA 17108-1284
Address
Date:
8/5/98
, -
13$
Cl
If)
~~
c, c..
.-
~
1284
"
\D
I
L':J
:::>
""
.J
..n
.::~
~5
DO
(17 ) 234-3282
Tel. No.
0,_",:
0.-;,>
IDee
a:
OJ
P'
Capacity:
Personal Representative
x
Counse I for persona I
representat ive
( MAH : rm f / AM 3 )
"., ,- '~'.
/5. ;30a./ --;0
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURC_ PA 11128~D601
nV.ln,"." (11."1
':J ~ " "I I.. ' l
PATRICIA CAREY ZUCKER ESQ
27 N FRONT ST
PO BOX 1284
HARRISBURG
" .
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-0B-199B
AL ITTO
08-06-1997
21 97-0757
CUMBERLAND
101
GERALD
A
I:.
I
Allount Re..itt.d
GI_.
pf,il:iTi10B
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To Insure proper credit to your account, subnit the upper portion of this forn with your tax p.yaent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY:i6oTEx-AFjniii-:97y------...-iNHERI'fANcE-iiix-STATEHiNi-oF-ACCOUNT--...---------------------
ESTATE OF ALITTO GERALD A FILE NO. 21 97-0757 ACN 101 DATE 09-08-199B
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUKHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-0B-1998
64,024.14
PRINCIPAL TAX DUE:.
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11- 05-1997 AA242426 1,105.26 21,000.00
05-05-199B AA270046 .00 B,956.B9
07-31-199B AA296490 692.04- 33,654.03
BALANCE OF UNPAID INTEREST/PENALTY AS OF OB-01-9898
TOTAL TAX CREDIT
64,024.14
.00
B.14
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
8.14
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $~,
NO PAYHENT IS REQUIRED.
'IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
PAYMENT:
., .. ~.... '... ,- .
Detach the top portion of this Notice and sub.lt with your pay.ent .ade payable to the ne.e and address
printed on the rever.e ,Ide.
If RESIDENT DECEDENT .ake check or .OMY order payable to: REGISTER OF WILLS, AGENT.
If NOH-RESIDENT DECEDENT .ake check or .oney order payable to: COHHONWEALTH OF PENNSYLVANIA.
REFUND (OR): A refund of a tax credit, which was not reque,ted on the Tax Return, .ay be requested by co.pleting an
.Application for Refund of PennsYlvania Inheritance and Estate Tax. (REY.13l3). Applications ore available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or fro. the Departeant.s 24.hour
answering service nu.bers for for.s ordering: In pennsylvania 1-800.362-2050, outside Pennsylvania
and within local Harrisburg area (717) 787-8094, TOOl (111) 112-2252 (Hearing I.paired only).
REPLY TO:
DISCOUHT:
pENALTY:
INTEREST:
Questions regarding arrors contained on this notice should be addressod to: p4 Oapart.eot of Ravanue, BureBu
of Individual Taxes, ATTH: Post Assess.ant Review Unit, Oapt. 280601, Harrisburg, pA 11128-0601, phone
(117) 787-6505.
If any tax due is paid within three (3) calendar .onths after the decedont.s death, 8 five percent (57.) discount
of the tax paid is allowed.
The 15X tax a.nesty non-participation penalty 15 co.puted on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax a.nesty periOd.
Interest is charged beginning with first day of delinquency, or nine (9) aonths and one (1) day frOM the date of
death, to the date of pay.ont. Taxes which beca.e delinquent before January 1, 1982 bear interest at the rate of
six l67.) percent per annu. calculated at a daily rate of .000164. All taxes which beca.e delinquent on and after
January 1, 1982 will bear interest at a rate which will vary fro. calendar yesr to calendar ~ear with that rate
announced by the PA Dopart.ent of Revenue. The applicable interest rates for 1982 through 1998 are:
Year Interest Rata Daily Interest Foctor
Year
Interest Rate
Dally Interest Factor
1982 207. .000548 1987 97- .000247
1983 167- .000438 1988.1991 11% .000301
1984 11% .000301 1992 9% .000247
1985 137- .000356 1993-1994 n .000192
1986 107. .000274 1995-1998 9% .000241
..lnterest 15 calculated as follows:
INTEREST = BALANCE Of TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notice issued after the tax beco.es delinquent will reflQct an interest calculation to fiftean (15) days
beyond the date of the assess.ant. If paYDGnt is .ado efter the interest co.putation data shown on the
Hot ice, additional interest .ust be calculated.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAk DIVISION
DEPT. 280601
HARRISBURC, PA 17123-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
PATRICIA CAREY ZUCKER ESQ
27 N FRONT ST
PO BOX 1284
HARRISBURG PA 17108
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*
tn.utI II." en.."
09-08-1998
ALITTO
08-06-1997
21 97-0757
CUMBERLAND
101
GERALD
Allount Re..itted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to ~our m~cou~t~ sL~ait tho uppor portion of this 10rM Nlth ~our i.x p.ymant.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ilEV:i6oj-EiCAFP--nii-:m-------ii..--xNifERITANcE-fAx-sTAfEHENf-o"-lii:"coUiif--iiiii---------------------
ESTATE OF ALITTO GERALD A FILE NO.21 97-0757 ACN 101 DATE 09-08-1998
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUNHARV OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAVHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-08-1998
PRINCIPAL TAX DUE:.__
PAYMENTS (TAX CREDITS),
64.024.14
PAYMENT RECEIPT DISCOUNT (+) AMOUNT r:~
DATE NUMBER INTEREST/PEN PAID (-) ,,::0
21 , 0 ljll.=ll 0 _,(\>
1l-05~1997 AA242426 1,105.26 ~ ;'; r:.
'-'
05-05-1998 AA270046 .00 8,956.89 ,~
07-31-1998 AA296490 692.04- 33,654.03 n
-;:
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-01-9898
~.~ '=:
~' -
c..:
-,
TOTAL TAX CREDIT
64,024.14
BALANCE OF TAX DUE
TOTAL DUE
INTEREST AND PEN.
.00
B.14
8.14
· IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FDR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR),
YOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
RECE I VED SEP 1 8 1998
A
PAVHEHT:
Detach the top portion of thl. Notice and sub.lt with your pey..nt .ad. payable to the ne.e and address
printed on the ,..ver.e side.
If RESIDENT DECEDENT .eke check or .oney order payable to: REGISTER OF WILLS, AGENT.
If NOH.RESIDENT DECEDENT llake check or .oney order payable to: COHHONWEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, .ay be requested by coapl.tins an
wApPlIcation for Refund of PennSYlvania InherItance and Estate Taxw (REV-1313). Applications are available at
the OffIce of the Regl.ter of Wills, any of the 23 Revenue District OffIce. or fro. the Depart.ent.s 24-hour
answering service nu.bers for for.s ordering: In PennSYlvania 1-800-362-2050, outside PennSYlvania
and within local HarriSburg area (717) 787-8094, TDDI (717) 772-2252 (Hearlno I.paired only).
Questions regarding errors contained on this notice should be addressed to: PA Depart.ent of Revenue, Bureau
of Individual Taxes, ATTN: Post Assess.ent Review Unit, Dept. 280601, HarriSburg, PA 17128-0601, phone
(717) 787-6505.
If any tax due is paId within three (3) calendar .onths after the decedent"s death, 8 five percent (51.) discount
of the tax paid is 'allowed.
The lS~ tax Sanesty non-participatIon penalty is cO.puted on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day afhr the end of the tax a.nesty period.
Interest is charged beginning with first day of delinquency, or nine (9) .onths and one (1) day fro. the date of
death, to the date of pay.ent. Taxes which b.c~.Q QUlinquent befcrg Janudry 1, 1982 boar interest at the rate of
six (6%) percent per annu. calculated at a dailY rate of .000164. All taxes which bec~e delinquent on and after
January 1, 1982 will bear interest at a rato which will vary fro. calendar year to calendar year with that rate
announced by the PA Depart.ont of Revenue. Tho applicablo interest rates for 1982 through 1998 are:
Veal'" Interost Rate Daily Interest Factor
Year
Interust Rato
Daily Interest Factor
REPLY TO:
DISCOUNT:
PENALTY:
INTEREST:
1982 20% .000548 1987 9% .000247
1983 16% .000438 1988~1991 11% .000301
1984 11% .000301 1992 9% .000247
1985 13% .000356 1993M1994 7Y. .000192
1986 10% .000274 1995-1998 9% .000247
--Interest is calculllted as follows:
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
,---
--Any Notice iSsued after the tax beco.os delinquant will reflect an interest calculation to fIfteen (15) days
beYond the date of the essoss.ent. If pay.ont is .ado after thD Interest co.putation date shown on the
Notice, additional Intorest .ust be calculated.
j",,~:~~
['Cf
[',;};'::~:~
\
\
.11
/
;
"
;,0; ~
~
"- ~,
j .. ~
:-,
g ~ ~
:-
" "- " .. <II
~ 'f, " ~, ~
- fi ~
E .~ .. - :r.
i=l '(, ~~
0 Yo
t) ;? . S c.'
"- ~ - a:O
~ 0 <j S
j ;I, " ~ 0.. ~ !:::
"- c ~
r Yo
" ~
~
~l ~
-<: ~
. ~ .$
~
- -,
..- ...
--
.::
-
-
-
-
-
'"
~ -
~ .'
'"
.= -
-
..
:I
'" -
U =
~. -
::: '" .-
'" :I ...
... '" 1:>
... U r-
.~
~ ... -
-0 <
.... ::: -
'" '" ~
-
.. .. ,;
'" '" ...
- .= '"
'" 6 .~ "I
4CD ...
.. ~
'" := '"
" U U I')
I')
-i'
I')
...
0
("
...
\IZ, ,\',:
. '. j..
L
<""
~, 1':1'
\0'-
\\.1.\[1
':,'1\
'26
"j
,':),\
. I'~ 1
~,
,',
J
,>.(
,',
!\
~
.
!
,
t 10,
(:
~.
,.to,
it
" r ,..I
,: :.~
. .' . f.~
.
,',-
~ .' '1'
'-:~. ,.'.r,
"
f
!
I
::~,
!
'.>'
"
.
"
~,.
':-.--~~ .
,__,_, ' r .J"l"'uy
.......~~,.' \ ,.-,
..", .
..___-J
/5- JO,). -M
BUREAU OF INDIVIDUAL TAXES
INHERITANCE lAX DIVISION
OEPT. 2110601
HARRlSBURC, PA 11128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
PATRICIA CAREY ZUCKER ESQ
27 N FRONT ST
PO BOX 1284
HARRISBURG PA 1710B
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
\
10-26-1998
ALITTO
08-06-1997
21 97-0757
CUMBERLAND
101
Allount R...Htad
..
U~.I'" II'" cu.'"
GERALD
A
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit tha uppar portion of this fOrll with your tox poy..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifiV:i6iij-EX-AFinii3:m-------iiilii-iHHERiTANc'E-TAX-STAfE"itiT-iiln~CCOliiif--ii.ii---------------------
ESTATE OF ALITTO GERALD A FILE NO.21 97-0757 ACN 101 DATE 10-26-1998
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUKHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-08-199B
PRINCIPAL TAX DUE:, 64,024.14
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBE~ INTEREST/PEN PAID (-)
11-05-1997 AA242426 1,105.26 21,000.00
05-05-1998 AA270046 .00 8,956.89
07-31-1998 AA296490 692.04- 33,654.03
09-23-1998 AA296692 B.14- B.14
'...l",
".,
"
(.-
N
I
.::;
TOTAL TAX CREDIT
Cfl..~
~,:i
?,
BALANCE OF TAX DUE
- ~
-'.'~ ::;
~ ... r -
. -J ...-
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN t~,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
64,024.14
.00
.00
.00
. .-,." --",,~., -".
PAVlEHT:
Detach the top portion of this Notlco end subIIit with your pa~lK\t .&de payable to the n_e Md ttddr8SS
prlntltd on the reverse dde.
If RESIDENT DECEDEKT uke dMck or IleUMY order payable to: REGISTER OF WIllS I AGENT.
If HOH-RESIDEII1' DECEDENT oak. check .r ..no. .r..r p.,obl. to: CO""ONWEALTH OF PENNSYLVANIA.
REFUHD (CHI: A r.fund .f . tax crodlt, which w.s not r.qu.st.. on tho Tox R,turn, ... be r._stod b. c_l.tlng an
"Application far R.fund .f ponn51l1"",,1. Inheritanc. and ,...t. Tox" (REV-l3l". Appllc.tlons .r. ...ll.bl. .t
tho Dfflc. of tho R..1st.r of Wills, an. of tho 23 R..onuo Dls'rlct Dfflcas .r fr" tho Dop.r.....t', 24-"""r
ens...r1na service nuabers for for.s ordering: In PennsylYllI'Iia 1-800-362-2050, outside PennsYlvania
end within local Herrlsburg arae (717) 787-8094, TOO" (117) nZ-225Z (Hearlng I.paired only).
REPLY TD: ....stlons r...r.lng .rr.rs cont.lned .n this notic. should b. .ddr.ss.. to: PA ""p.rt_t of R...""", .ur....
of Individual Taxes, ATIN: Post Assessaent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phofW
(717) 787-6505.
DISCOUNT:
If any t.x dUO 1s pal. wIthin thr.. (3) c.,.nd.r oonth. .ft.r 'h. ..c...nt. s ...th, . fl.. parcont (5:<) .Iscount
of the talC paid 15 ellowed.
PEMALTV:
The 15X tax ..n..lY non-p.rtlclp.tlon panalt. 1s co.pu',' on 'h. tot.l of tho t.x .n. Int.r.st .ss....., and not
paid before January 18, 1996, the first dey after the end of the tax a.nesty period.
INTEREST:
'nt.r..t I. chor... b..lnnin. with first ... of ..lln,u,'c" .r nln. ,., .onths .nd on. (1) ... fro' the ..t. of
...th, to tho ..t. of p....nt. Tax.s which bec... ..1l,'UO" b.for. J....... I, ,.e2 b..r Int.r.st .t the r.t. of
six (OX) parc.nt par .nn"" c.'cu,.t.. .t . ..11. r.t. of .000164. All t...s whIch b.c"O ..llnquent on and .ft.r
Janu.r. I, ,.e2 will b..r Int.r.st .t . r.t. which will .." froo c.l.nd.r ...r to c.l.....r ...r with that r.t.
announced by the PA Depart.ent of Rev~nU8. The applicable interest rates for 1982 through 1998 are:
Vear Interest Rate Deily Intere.t Fector
Vear
Interest Reta
DallY Interest Factor
1982 20X .000548 1987 'X .000247
1983 16:< .000438 1988-1991 11X .000301
,... 11X .000301 199Z 9X .000247
1985 13:< .000356 1993-1994 T/. .000192
,... 10;( .000274 1995-1998 9X .000Z47
--Interest Is calculeted es follows:
INTEREST = BALANCE OF TAX UNPAID X NUIIBER OF DAYS DELINQUENT X OAILY INTEREST FACTOR
--An. Hotlc. Issu.. .ft.r tho t.. ..c.... ..Unquon' ,Ill r.fl.ct .n Int.r..t c.'cul.tlon to fifteen (15) ....
be.ond the ..t. of tho ........nt. If p....nt h.... aft.r the Int.rast .....t.tion ..t. shoMn on tho
Notlce, additlonal Interest .ust be calculated.
..;' -'. V. -~~, '" - .
STATUS REPORT UNDER RULE 6.l2
of Decedent: Gerald A. All t to
Name
of Death: August 6. 1997
Date
will No. 1997-00757
2197-0757
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 estate:
1. State whether administration of the estate is complete:
Yes No X
2. If the anower is No, state when the personal
representative reasonably believes that the administration will be
complete: September 30, 1999
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
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
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.
Date:~
~
ignat.u e
----
Michael V. Brown, Esquire (PA ID. 79984)
Name (Please type or print)
27 N. Front St., P.O. Box \284
Address llarnsburg, PA 17108-1284
'.;\
( 717) 234-3282
Tel. No.
..'
, :':.:
Capacity:
Personal Representative
XX Counsel for personal
representative
(MAH: rmf/ AM3)
.
STATUS ImpORT lJNJ)ER IHJLE 6.12
Name of Decedent: Gerald A. Alilta
Date of Death: August 6, 1997
Will No. 1997-00757 Admin. No. 2197-0757
Pursuant to Rule 6.12 of the Supreme COllrt Orphans' Court Rules. I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration ol'the estate is complete:
YES -2L 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. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
YES NO...lL
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 ...lL NO
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: August 4, 2000
~
"ichael . Brown, Esquire-
Pa. !.D. #79984
Balaban and Balaban
27 N. Front Street
P.O. Box 1284
Harrisburg, P A 17108-1284
(717) 234-3282 (voice)
(717) 233-4264 (facsimile)
i"-...~
~. .'
L:":
1'-
I
c.-:!
:::::
"
,~..
't.'....-
~
-:'
")
p
.1. ~
- ~
.,,,.. ..
~ -~
Capacity:
_ Personal Representative
...lL Counsel for personal representative
G:\B&B\CLlENTS\776\stlllrpl