HomeMy WebLinkAbout09-12-07 (2)
REV. 1500 EX + (6-00)
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OFFICIAL USE ONLY
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21
COUNTY CODE
00049
NUMBER
07
YEAR
SOCIAL SECURITY NUMBER
206-50-5669
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
409-23-2207
D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
4. Limited Estate
D 2. Supplemental Retum
D
D
D
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Tnust (Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
20. (.:
Copyright 2000 form software only The Lackner Group, Inc.
COMMONWEALTH OF PENNSYlVANIA
OEPARTMENT OF REVENUE
OEPT.280601
HARRISBURG, PA 17128-0601
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Rillo, Joseph
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
12/12/2006
08/18/1955
2320 North Second Street
Harrisburg, P A 17110
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
OFFICIAL IJSE ONLY
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
Rillo, Lisa R.
1. Original Return
6. Decedent Died Testate (Attach copy
of Will)
9. Litigation Proceeds Received
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ME
Bruce J. Warshawsky
IRM NAME (If applicable)
Cunningham & Chemico(f, P.C.
ELEPHONE NUMBER
717/238-6570
None
None
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation. Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash. Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
None
244.00
381.26
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-,
10. Debts of Decedent. Mortgage Liabilities. & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
None
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-625'~2 6
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(9)
(10)
3,610.00
6,967.58
(11 )
10,577.58
(12)
insolvent
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate. x .00 (15)
or transfers under Sec. 9116(a)(1.2)
~ 16. Amount of Line 14 taxable at lineal rate x .045 (16)
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....
:;) (17)
lL 17. Amount of Line 14 taxable at sibling rate x .12
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0
0
S 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
HECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
5455 Westbury Drive
CITY
Enola
I STATE PA
I ZIP 17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
10,000.00
Total Credits (A + B + C)
(2)
10,000.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
0.00
10,000.00
0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACiNG AN "X" iN THE APPROPRiATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or.......... .................................................... ............... ......... ........... .................
d. receive the promise for life of either payments, benefits or care?..............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.... ........ .................. ... ................. ............. ................. .......... ........ ............... .....
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?. ......... ............. ...... ............................ ................... ........... ......... .....................
Yes No
~ ~
D ~
D ~
D ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FiLE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of
preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Lisa . Rillo
DATE
5455 Westbu!y Drive
Enola, P A 17025
q-(2-07-
OR FILING RETURN
ADDRESS
DATE
ADDRESS
DATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
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For dates of death on or after July .1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)].
2320 North Second Street
Harrisburg, P A 17110
9-/J.~07
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116
1.2) [72 P.S. ~9116(a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
*'
SCHEDULE C
CLOSEL V-HELD CORPORATION,
PARTNERSHIP or
SOLE-PROPRIETORSHIP
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
Rillo, Joseph
I FILE NUMBER
21 - 07 - 00049
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the
decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-propnetorships.
ITEM
NUMBER
I
DESCRIPTION
VALUE AT DATE OF
DEATH
0.00
40% owner of Rillo's Restaurant Inc., a PA Corp. (Insolvent-additional information shall be supplied on a
Supplemental Return)
2
50% owner ofRillo's of Carlisle, a Pennsylvnia General Partership (no Partnership Agreement).
Valuation not yet known (additional information shall be supplied on a Supplemental Return)
0.00
TOTAL (Also enter on Line 3. Recapitulation)
0.00
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERrrANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF .
Rillo, Joseph
I FILE NUMBER
21 - 07 - 00049
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
244.00
United States Savings Bonds--see attached List
TOTAL (Also enter on Line 5, Recapitulation)
244.00
.
SCHEDULE F
JOINTL V-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rillo, Joseph
I FILE NUMBER
21 - 07 - 00049
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A Lisa Rillo
ADDRESS
RELATIONSHIP TO DECEDENT
5455 Westbury Drive
EnoIa, P A 17025
Wife
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY 0/0 OF
ITEM LETTER DATE Include name of financial institution and bank account number DATE OF DEATH DATE OF DEATH
NUMBER FOR JOINT MADE or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET DECO'S VALUE OF
TENANT JOINT estate. INTEREST DECEDENT'S INTEREST
I A 10/03/2006 Orrstown Bank Account #106004248 762.51 50% 381.26
TOTAL (Also enter on line 6, Recapitulation) 381.26
.
SCI-EDUl.E H
FUNERAL EXPENSES &
ADNIINSlRA11VE COSTS
COMMONWEALTH OF PENNSYlVANIA
INHERrr ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rillo, Joseph
I FILE NUMBER
21 - 07 - 00049
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year{s) Commission paid
State
Zip
2.
Attorney's Fees
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Lisa R. Rillo
Street Address 5455 Westbury Drive
City Enola State P A Zip 17025
Relationship of Claimant to Decedent Wife
0.00
3,500.00
4.
Probate Fees
110.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Legal Advertising
TOTAL (Also enter on line 9, Recapitulation)
3,610.00
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rillo, Joseph
\ FILE NUMBER
21 - 07 - 00049
Include unrelmbursed medical expenses.
ITEM
NUMBER
1 Greenberg and Company, LLC
DESCRIPTION
AMOUNT
3,138.95
2
Cunningham & Chemicoff, PC
1,756.25
3
PA Dept. of Revenue for 2 Income Tax Liens
731.18
4
AT&T Wireless
1,341.20
5
IRS-Remaining Fed Tax LIen (unknown at this time)
0.00
TOTAL (Also enter on Line 10, Recapitulation)
6,967.58
REV-1513 EX+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rillo, Joseph
I FILE NUMBER
21 - 07 - 00049
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
I Lisa R. Rillo Wife Residual
5455 Westbury Drive, Enola, P A 17025
2 Dominic J. Rillo Son 1/4 Ownership interest
5455 Westbury Drive, Enola, P A 17025 in the Assets reported
on sched. C. to be held
in Trust
3 Amanda R. Rillo Daughter 1/4 Ownership interest
25656 E. Main St, Onley, VA23418 in the Assets reported
on sched. C. to be held
in Trust
4 Julie M. Rillo Daughter 1/4 Ownership interest
50 Pine St., Carlisle, PA 17013 in the Assets reported
on sched. C. to be held
in Trust
See Continuation Schedule(s) attached
Enter dollar amounts for distributions shown above on lines 15 through 18. 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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
.
SCHEDULE J
BENEFICIARIES continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rillo, Joseph
I FILE NUMBER
21 - 07 - 00049
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT
Do Not List Trustee(s) OF ESTATE
I. AXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under
Sec. 9116(aX1.2)]
5 Jennifer N. Rillo Daughter 1/4 Ownership interest
25656 E. Main St, Onley, V A 23418 in the Assets reported
on sched. C. to be held
in Trust
Page 2 of Schedule J
LAST WILL
OF
JOSEPH RILLa
I
Ii
I
I, Joseph Rillo, of Hampden Township, Cumberland County, Pennsylvania, being of lawful age,
sound mind and memory, and under no restraint, do publish this as my Last Will, revoking all other Wills or
Codicils previously made by me.
FIRST: All expenses, fees, costs, and taxes related to this estate shall be paid from the probate estate
assets, including but not limited to funeral expenses, grave marker, the costs of my final illness, Inheritance,
Estate and Fiduciary Taxes; and all gifts and bequests shall be paid from the net distributable estate.
SECOND: I specifically devise my shares of stock in Rillo's Restaurant, Inc. (The "Rillo's
Business") and my partnership interest in Rillo's of Carlisle (the "Rillo's Real Estate Partnership"), to be
held in Trust as set forth below in Paragraph FIFTH, to my issue: Julie Rillo, Jennifer Rillo, Amanda Rillo and
Dominic Rillo, provided they survive me by 30 days, per stirpes.
THIRD: (a) I give my furniture, household and personal effects, and other tangible personalty of like
nature, other than cash or securities, together with any existing insurance thereon to my to my wife, Lisa Rillo,
provided she survives me by 30 days and (b) I give, devise and bequeath the rest, residue and remainder of my
estate, of every kind and nature, wherever situated, which I may own, or hereafter acquire, or have a right to
dispose of at my death ("Residuary Estate") to my wife, Lisa Rillo provided she survives me by 30 days.
In the event my wife, Lisa Rillo does not so survive me by 30 days, I give my furniture, household
and personal effects, and other tangible personalty of like nature, other than cash or securities, together with
any existing insurance thereon and my Residuary Estate, to be held in Trust as set forth below in Paragraph
FIFTH, to my issue; Julie Rillo, Jennifer Rillo, Amanda Rillo and Dominic Rillo, provided they survive me by
30 days, per stirpes.
FOURTH: I appoint my wife, Lisa Rillo, to be the primary custodian and primary legal guardian of
my minor child, Dominic Rillo. I appoint my trusted legal advisor, Robert Chernicoff, Esq. to be the
Guardian of the Estate of my minor children and direct that any share of my Estate that benefits my minor
children shall be immediately placed in Trust, as set forth below in Paragraph FIFTH, and that Robert I
Chernico ff, Esq. serve as the Trustee of said Trust. In the event he shall for any reason fail to qualify or I
cease to act, I appoint my wife, Lisa Rillo Alternate Guardian of the Estate of my minor children and the i
Alternate Trustee of the Trust established in paragraph FIFTH below. ~
I'
FIFTH: If my issue receive any benefit under this Will, I give devise and bequeath their beneficial'
share to my Trustee, to be held in trust for said individuals. The trust shall be administered as tollows:
(1) The Trustee shall payor distribute to or apply for the benetit of such individual, or ;:
their issue, as the Trustee in their sole discretion, deem necessary for their health,
welfare, or education (including trade school, college education, both undergraduate
and graduate) or to make payments for these purposes without further responsibility to
any other individual for whom such payments are made and to charge a portion or all
thereof as an advancement, with or without interest, against their respective equal
beneficiary share.
I' (Initials)
(2) The Trustee shall have broad powers to administer the Trust including, but not limited
to employing professionals, investing, selling, disposing or purchasing assets and
incurring debt in their sole discretion and without restriction. All decisions of the
Trustee are within the Trustee's discretion and shall be final and incontestable by
anyone. The Trustee shall receive reasonable compensation for their services. The
payment of income or principal may be paid to the child or on their behalf, only for
the purposes herein stated, or in the event of the child's or individual's incapacity to
his legally appointed guardian. No child or individual shall have a right or power to
sell, transfer, assign, pledge, mortgage, alienate encumber, or hypothecate their
beneficial interest in the principal or income of the Trust in any manner. To the fullest
extent of the law, this Trust shall not be subject to the claims of any child's or
individual's creditors or liable to attachment, execution, bankruptcy proceeding, or
any other legal process. Notwithstanding the above directions, nothing herein shall be
deemed to make the Trustee liable for any payments of principal or income which
they may in their discretion make to a third person on the unrevoked order or direction
of the child or individual. The Trustee shall have the sole discretion to terminate the
Trust in the event the principal is so diminished that the expense of administering it
exceeds the interest earned. In the event the Trust shall terminate, the principal and
any unpaid interest shall be distributed among the individuals in equal shares, and in
consideration of any advancements made, and the Trustee shall have no further
responsibility for administering it. On the death of any individual during the life of
the trust, the Trustee shall distribute their beneficial share to his or her issue, or if
issueless to the Trust for distribution to the other Trust beneficiaries.
(3) So long as the Trust owns shares of stock in Rillo's Business and/or a partnership
interest in the Rillo's Real Estate Partnership, the Trustee shall make no distributions
of principal (except those authorized by Paragraph FIFTH (1) above) until all my
issue named herein, Julie Rillo, Jennifer Rillo, Amanda Rillo and Dominic Rillo, have
either reached the age of thirty (30) or are deceased. If the Trust owns no shares of
stock in Rilla's Business and/or a partnership interest in the Rilla's Real Estate
Partnership, the Trustee shall distribute the principal of each individual's beneficial
interest as follows: One-Third (113) on the individual's thirtieth (30th) birthday, One-
Third (1/3) on the individual's thirty-fifth (35th) birthday, and One-Third (113) on the
individual's fortieth (40th) birthday.
SIXTH: I nominate and appoint my \Vife, Lisa Rillo, to be the Executrix of my Last Will, granting
to her authority to sell and convey any or all of my estate, real and personal, or mixed, upon such terms and
prices as she shall deem proper, without obtaining any prior order of the court therefor. I also grant her full
power and authority in the settlement of my estate, to compromise, adjust, and settle any and all debts and
liabilities due to or from my estate, for such sums, and upon such terms and conditions as she shall deem
best. In the event that she shall for any reason fail to qualify or cease to act, then I nominate my trusted legal
advisor, Robert Chernicoff, Esq, the Alternate or Successor Executor.
SEVENTH: I direct that no bond or surety shall be required of any guardian, trustee, executor,
administrator or fiduciary named herein.
IN WITNESS WHEREOF, I have hereunto subscribed my name, and acknowledge and publish this
instrument as my Last Will in the presence of the undersigned witnesses, on this ~ day of
"," ( , 2005.
) .
. i"') i ..
/' yseph RIllo
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~ The preceding instrument consisting of three (3) pages, including this page, was on the date thereof signed,
I published and declared by in the presence of us, who, at his request, in his presence, and in the presence of
each er, have subscribed our names as witnesses hereto.
I
~ ,;1
, I C/ " of Harrisburg. P A
II Ang; a Hewitt ../C. ,
'-- :t~r.r~ g dJ-I of Halifax, P A
Commonwealth of Pennsylvania
: ss
County of Dauphin
I, Joseph Rillo, the Testator, whose name is signed to the foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last
Will, that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein
expressed.
" /--) ',./
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\ ) be>], " 'f..-. [ .' - .,' . 6
/~ePh Rillo
acknowledged before me by the above named Testator this Jk!j day of
cd~ ff k~~YJ
Notary Public
My comm~~.toJl.Sxpires:___..._
Notarial S'aal
Unda 8. Deaven. I'!o:ary Public
City Of Harrisburg, Oauphin County
My Commission Exp" ,)$ :=ob. 25. 2006
I
j, SWORN or affirmed to and
11)t?ceHbe~ ,2005.
Commonwealth of Pennsylvania
: ss
County of Dauphin
~11ernber !:)en~~V~I:<'\..":'
-.tinrt'";r i';I"'tari'3S
I We, the undersigned witnesses whose names appear above, being duly qualified according to law, do depose !
I and say that we were present and saw Joseph Rillo, the Testator sign and execute the instrument as his Last 1'1'
II Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein ,
:1 expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses and that to the Ii
ij best of our knowledge the Testator was at the time eighteen (18) or more years of age, of sound mind and ii
'I under no constraint or undue influence. '
,.
.' .,..--" /'
I
! Angela Hewitt
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Tammy Bickel ", >' .'. ;' , , ..
,/ .1 "7
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: SWORN or affirmed to and aCkhowledged before me by the above,~amed Testator thi~ It/hdayof
Uc'c..:.:'::I-!De,P-.., , 2005.~. ,//:';.' (,:
/~.t~ck,[/ ,(2, -v..../d 1/e;'.c.../
Notary Public
My co
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es:..."'__, ,.--.--
. . : Jotal'ial Seedl
ur.da a. Deaven, i<:';:':1(j ,C'ubiic
City Of Harrisb~rq . !Jaupnin County
My CommISSion EOxpu;s '=db. 25. 2006
F HOME BJW PERSONAL RILLOWLL.WI'D
!\.'1C\f'r'I"i,.lr :)1,-..........-.. io - .-." ,.
Calculated Value of Your Paper Savings Boncl(s)
Page I I
Calculated Value of Your Paper Savings Sondes)
Calculator Results for Redemption Date 12/2006
Total Price
$225.00
Bonds: 1-8 of 8
Total Value
$244.00
Total Interest
$19.00
YTO Interest
$7.62
Ser,"al # Series Oenom Issue Next Final Issue I t t Interest
Date Accrual Maturity Price n eres Rate ValuE
$100 08/2002 01/2007 08/2032 $50.00 $6.96 4.110/0 $56.9
$50 12/2003 01/2007 12/2033 $25.00 $2.30 4.390/0 $27.3
$50 01/2003 01/2007 01/2033 $25.00 $3.02 4.110/0 $28.0
$50 08/2003 01/2007 08/2033 $25.00 $2.50 4.110/0 $27.5
$50 09/2004 01/2007 09/2034 $25.00 $1.70 4.110/0 $26.7
$50 12/2004 01/2007 12/2034 $25.00 $1.56 4.390/0 $26.51
$50 08/2005 01/2007 08/2035 $25.00 $0.96 3.500/0 $25.91
$50 10/2006 02/2007 10/2036 $25.00 $0.00 3.700/0 $25.04
Totals for 8 Bonds $225.00 $19.00 $244.~'
c745868191
/600714481
1597758065
/628121177
1605990482
/609116560
/612788121
1636802331
EE
EE
EE
EE
EE
EE
EE
EE
Notes
NI Not Issued
NE Not eligible for payment
P5 Includes 3 month interest penalty
MA Matured and not earninQ interest
~ltp: . \\ \\ \\. trcasuryJif..:....t.gO\ l3CS BC Price
ORRSTOWNBANK
A Tradition of Excellence
January 19,2007
77 East King Street
P.O. Box 250
Shippensburg, PA 17257
To: Cunningham & Chemicoff, PC
Po Box 60457
Harrisburg Pa 17106-0457
From: Traci Shaffer
Orrstown Bank
Customer Service Center
PO BOX 250
Shippensburg, Pa 17257
~~:~~~~M
BY: ____________________
Re: Estate of Joseph A Rillo Jr
Date of Death December 12,2006
IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE
ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK.
CHECKING ACCOUNT
Account # Title of Account
106004248 Joseph A Rillo
Lisa R Rillo
Date opened Principle
10/03/06 762.51
Accrued Interest
0.00
SA VINGS ACCOUNT
Account # Title of Account
Date opened Principle
Accrued Interest
CERTIFICATE OF DEPOSIT
Account # Title of Account
Date Opened Principle
Accrued Interest
,.,......,......_.........:...1...._______ .-
RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse S9uare
Carlisle, PA 17u13
Receipt. "Oat.e:
Receipt. TiT,e:
Receipt: No.:
1/12/20C7
l6:1.2:44
1046965
RILLO JOSEPH
Estate File No. :
2007-00049
L I SA WI LDV'iAJ.'J
JA
------------------------ Receipc Discribucion ------------------------
Fee/Tax Description Payment Amount Payee Name
Paid By Remarks:
PETITION LTRS TEST
WILL
AUTOMATION FEE
SHORT CERTIFICATE
JCP FEE
Check# 2440
Total Received.........
60.00
15.00
5.00
20.00
10.00
----------------
$110.00
$110.00
CUMBERLAND COUNTY GENERAL FtJN
CUMBERLful\JD COlTNTY GENERAL Fl-TN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL Ft.JN
BUREAU OF RECEIPTS & CNTR M.D
JORDAN D. CliN:\INCHA~
ROBERT E. CHER'l.iICOFF
MARC W. WITZIG
BRCCE J. WARSHAWSKY
KELLY M. K;\;ICHT
TRACY L CPDIKE
CUNNINGHAM & CHERNICOFF, P.C.
ATTORNEYS AT LAW
P.O. BOX 60457
HARRISBt:RG, PENNSYLVANIA 17106-0~57
HEi~SHEV TELEPHO:'-.E
i7.7) 534-21313
iRS '.;0. 23-227.H35
TELEPHO~E (717) 238-6570
FAX (717) 238--1809
Street Address;
2320 .'\. 2nd Street
Harri:;burg, PA 17110
Writer's Direct Email:
biw'iicclawpc.com
September 6, 2007
VIA FACSIMILE: (717) 772-5118
and HAND DELIVERY
Mr. Jeff Benson
Commonwealth of Pennsylvania
Department of Revenue
Bureau of Collections and Taxpayer Services
10rb Floor - Strawberry Square
Harrisburg, PA 17128
RE: Rillo's Restaurant, Inc.
File No: 909406
Dear Mr. Benson:
Thank you for your fax dated September 5, 2007. Pursuant to your accompanying memorandum,
enclosed you will find two (2) checks; one (1) in the amount of $946.48 and one (I) in the amount of
$515.88, which represents payment in full for Docket Numbers 2007-1930 and 2007-1987, respectively.
Please kindly provide me with acknowledgment in order to satisfy these liens with Cumberland
County.
Should you have any questions, concerns or comments, do not hesitate to ~ontact me. Thank "ou
dgain for )our courtesies.
V..:n t"lI;~ ~.(;ur:-;.
U),:'\l'.,UI.\\r L\:. C!dR\iC(;iF. PC.
,'/
,
...f:;~- :.. j > I ,f/", ~':I~/I./ -
Bruce!. II "r,lla''''; d
dJ\\ ja
l.il~lL)Surc
.;... ':-:b\.~iJs .(i,ll)
~.~. ~L"rt F. " ';~~:r'~~"j:'i:-. i.::'J'-1d~r;;,;
,_' .~, ,'. ..,' \, .',i I." ;...,:...... ,;~,-'. ,'I";",~.l '. ~'J
PA DEPART"ENT OF REVENUE
BUREAU OF COMPLIANCE
LIEN SECTION
PO BOX 210941
HARRISBURG PA 17121-094B
*'
~~iS' l:Mi ;:'3 ~~ ul.g"
i .
DOCKET ..
0"'"\- \9~O
(I >i..
-"
DATE
~-\O - o\,
\9..00
FEES
MAR 28 2007
SEE NOTICE ON REVERSE SIDE
COURT OF COMMON PLEAS OF
CUMBERLAND
COUNTY. PENNSYLVANIA
NAME AND ADDRESS:
JOSEPH RILLO
LISA RILLO
5455 WESTBURY DRIVE
ENOLA
PA
17025
TO THI PROTHONOTARY OF SArD COURT.
CERTIFIED COPY OF LIEN
Pu,..u...t to th. b". 0' tit. c~...a1t" of '.MI.v1VM1..
ttl.ra b h.r_it... tr_..lt't.' a C,rttrSa" CoItIt ftI . U.,.
to .. ...t.,... of r.corll 1A your Count>>'.
206-50-5669
DATE OF
i,;I..A:ia ut- i"", ;..J:iiiu "$2II':ai~"""t :D:::ITIFYtNC
DiTERUH"'TlCIN TAX TOTAL
TAll COR DUI DATE) NUNIER
O' SETTLEMENT
1 2 5 4 5 ,
P.LT. 01-01-04 TO JUL 28 2006 S48493 .00 414.51
12-31-04
I I I I
I
I I
I 1 ,
I
. .:; ;" "l. :~
:~TEREST COMPUTATION DATE
APR 16 2007
$.00
$414.51
,.'IL :NG FEEt~)
;-,'h' 10<1.01".1.10..'11. t."'" ~,-~r',-'LH'J "f itl.:v.~,"'lI.a (.,J" hisl'Jth"r-l.t' d j,:l 'J4t,,~ ~f tn" C"...:.nlol'-d.i.tn
,;f ?,-~n~~1~dn14, ,:~rt~fl.S t~l~ t~ ~~ . true .nd ~~rr~ct CQPY of . ll~n ~g.ln5t tn. ~bow.-
~~.~d t~~p.~vr '~r unp.14 ta.. intcr~st. ~ddltlons ~r p~n41t~v$ th~r~Qn due ,~o. such t4X-
,)."Jor -snG ..nld'.. .~tflr .j".itnd for .:J.&ya.,nt tl'arr..)', r.....1n. ..,np.l..d. n,. ..lI.C>unt of i<.j...:h oJn-
p~ld t~x, lnt~r~st. 4Jdltl~n. or ~cn.lt1.s 1. . llun In f.~or ~f the C~..onw..lth of P~nn~~lw~nl.
u~~n tn. t~~p.~.r's pr.;p.rty. r~.l, pvrsan.l. or b~th, as the ~~s. ..V ~.
$19.00
ADDI:IlNAL :Nr~R[;r
:.:t:TTlEHEHT LJ rAl
this liability by Certified
Sa ISfayj7} .....
~ -
Check or Money Order ~ill result
in the delay
Jut 30 2001
JA.rf
'J<< AuJTHOlif I L[O ,')~J ~'o.. T'r:: '\
02587053
EMBARa YELLOW PAG
EMBARQ YELLOW PAGES
02 20 28 p m
05 f 1 2007
3/b
BUREAU OP COMPLIANCE
Dsn 280946
HARRISBURG. PA l7128<1946
'*
lEY-1st CfIf"""(M6)
DOCKET 1# en - /957 f'...u/
DATE ifillI'D,
FEES
1<1. to
COURT OF COMMON PLEAS OF CUMBERLAND
206-50-566'
COUNTY, PENNSYLVANIA
NAME AND ADDRESS:
JOSEPH RILLO
LISA.lULLO
!455 WRSTBIJRV DRJVJ:
ENOLA PA 11025
10 THE PROlHONOTAIlY OF SAJDCOURT:
ft-.wd'lO"'U."OI~~1HOI_V.uu.
~_.~Ac:ur.-aJJrrOla.-
CERTIFIED COpy OF LIEN
10.-01
DAn OP
cr.ASS O~ TAX POlOD ASSQSMENT mDITIJ'\IJNG TAX TOTAL
TAX (Olt DUE DATI) DETERMINATION NVMBJ:.
0& SK'J"IUMMT
'.I.T. 01/0J/02 - 12131102 0212311005 522231 $0.00 5927.48
I
I
TOTALS S 0.00 S 927.48
FILING FEE (S)
S19.00
INTERE!iT COMPt.. A no:\' 01\ n:
05/18/2007
-:oe ..~:cr:r'ir.e.:1.:~ S<e'Cle:.u-'j ,):'''Cvtr~:.-r h:s ,1U_h4.:..'.;~ 1oc:J.e(il1e; cf::,.e C~J:1C:;"CJ,..L/I
.. ~:r.r.Sil"iU1i&, a,-:;:ia ;./:11 u: :.c it1.oC ...'ld c.:r~a:t ':"P1' a(.&.)Cft "'iijf\if he 400"'. :'W.."""C4
,.;.;...r;."}cr" ~,)f .JI ~od C~. nl~, ~..:.jJ:l'Ci. tj( ~;.drlCS '~(1 ,i.1c &om:tJ.ld\ :&A~J~.....'1d
,'l~';'h. ,,,I\=' Jar..4r'ld,~ ;~~rmer:l ;:-e:"'~f. .-e'Ul,'S ..r.p~ld 1l1C d'l"l()4lf\C ~()uc:~ "::'l~.)ld lu,.
;:;(2"eaf. ....kWIC'" .:.r JCn.'W'q lj olen 'n '4...ord 1:1C CCI~.....~"'tl\ ,,:f?cnr~)hW1~ ...;JCO
::'Ie iDteyer'1 jJ;oprcftY, ;w. ~n.J.,,;.r ~...... ,he ~.111)' ::)t.
.\LH)i",";O."",\t. ......' TZRE"iT
sr:rrU::.l!,:,"T T,) r \L
-
ertiiied Check or Monev Order wilI result in the de;av vf issuine your Satisfaction.
~
MAY 0 '7 2007
DATE
PARr 3 - TA...XPA YER :'iOTICE COpy
453.
DUNCAN 8& HARTMAN. P.C.
SETTLEMENT ESCROW ACCOUNT
1 iRVINE ROW
CARLISLE. PENNSYLVANIA 17013
,.
--
60.430.313
9/5/2007
PAY
TO THE
ORDER OF
Department of Revenue
$ ..946.48
~ineHundred Fony-Six and 481100......................................... .............................................4
DOLLARS
Department of Revenue
\~L'~
MEMO
Rillo #07-1987 Cumberland County
11'00 a. 5 :i lll' I:O} l}O... :10 bl: lO"'S b }., ~II'
4532
DUNCAN & HARTMAN, P.C.
SEmEMENT ESCROW ACCOUNT
1 IRVINE ROW
CARLISLE. PENNSYLVANIA 17013
~
60.430-313
9/512007
PAY
TO THE
ORDER OF
~parttnentofRevenue
$ ..515.88
Five Hundred Fi fteen and 88/100.......... ......... ..... .......... ........ ...............................................
DOlLARS
Department of Revenue
~~0K-,j
\1EMO
Rillo 1107-1930 Cumberland County
II' 0 0 ~ 5 j 2 II' I: 0 j ~ j 0 l., :) 0 b I: ~ c '., a b j '1 ~ /I'
STATEMENT
Greenberg & Company, LLC
Certified Public Accountants and
Advisors
48 Central Boulevard
Camp Hill, PA 17011
Joe Rillo
Personal & Confidential
50 Pine Street
Carlisle PA 17013
September 04,2007
Date Description Amount Balance
4/15/2005 Invoice #19505 935.08 935.08
7/1/2005 Invoice #19669 0.74 935.82
9/20/2005 Invoice #19885 341.37 1,277.19
11/2/2005 Invoice #19987 1,423.02 2,700.21
2/8/2007 Invoice #20609 438.74 3,138.95
Ending Balance 3,138.95
Amount Due 3,138.95
Please make checks payable to Greenberg & Company, LLC. and remit to:
48 Central Boulevard
Camp Hill. PA 17011
New Phone Number 1-717-730-8570
Current
$0.00
30 Days Past Due
$0.00
60 Days Past Due
SO.OO
90 Days Past Due
$0.00
120+ Days Past Due
:33,138.95
JORDA\l D. CUN:'-;C\CHAM
ROBERT E. CHERNICOFF
~IARC W. WITZIG
BRUCE J. ~VARSHAWSKY
KELLY M. K;\;ICHT
TRACY L. LPDIKE
Joseph Rillo
50 Pine Street
Carlisle, PA 17013
Re: Support Matter
File Number 401798
CUNNINGHAM & CHERNICOFF, P.C.
ATTORNEYS AT LA\V
P.O. BOX 60457
HARRISBURG, PEN:\SYLVA1'JL\ 17106-0457
rELEPhU;,\E (717) 2.18-6570
E.\X \717) 238~.h"'I)9
Previous Balance
Payment Received -
1 0-Sep-07
For Professional Services...
Balance Due Now
HERSHEY TELEPHm.E
I/li) 534-2833
IRS ;\;0. 23-227-tl35
Stred Address:
2320 ,'\I. 2nd Strl'et
Harnsburg. PA l71l0
12-Sep-07
$1,756.25
($1,756.25)
$0.00
IN THE PROBATE COURT OF
CUMBERLAND COUNTY, PENNSYLVANIA
IN RE: The Estate of
JOSEPH A RILLO, Deceased
SSN: XXX-XX-5669
(C(Q)U2'W
Court File No. 21-07-049
Original Creditor: AT&T WIRELESS
Account Number: xxxxxx9051
PROOF OF CLAIM
The undersigned, Palisades Collection, LLC, being first duly sworn on oath, states that they are the owne
of the claim against JOSEPH A RILLO deceased, which hereto attached, and which is
made a part hereof by reference the same as if it were fully set-out herein; that said claim is
lawful and justly due; that the undersigned has personal knowledge of the said claim; that there is
now due and unpaid on the said claim the sum of $1 ,341.20 and that all claims, credits and
adjustments have been given. Further, affiant saith not.
Palisades Collection, LLC 0. ("
BY: ~\ c.-r 0")UA.i~'___
/ \ \J ReDresentative
Vativ ReCovery Solutions, LLC
As Agent For Palisades Collection, LLC
P.O. Box 19249
Sugar Land, TX 77496
PH #: (800) 941-8632
Sworn to and subscribed before me this 23th day of May 2007
~~)~
Notary Public
:@
CRlS11NA FLORES
My CommissIOn Expires
Oecem~ 27, 2008
State at Large
My Commission Expires:
id- ;}1-00
--
NAME
Payment Hi6~.
JRILLO
lJOSEPH
fA'
JPAL
)0034549051
121'()7-049
I
I
, 3/3012007.
fPA
$1,341.20
$1,34120
Record r 98178
County 'CUMBERlAND
Oate-,-oCdeath. I 12112/2006
S~tusCode topc
Client Name .Ipalisades Collection, LLC
Oiiginar Creditor ~ TT603
~rtfQIlO- JAT& T WIRELESS .
Addres )50 PINE ST
~
ICARLISLE
lPA 117013-3
c '.:: ;\: ~/C'~~":'J c"':'.. Tr,':F PE1\,".S ":'Li ,':"J'\,j,A,
c,:eAr-.7\'t:~,.:- SF RC:'" .:~~GE
:3,-,:~EAi..,; <:f~~::,\' ;:'~;"i... 7"',.:.,;<t:5
.:.:?- 23Ct3J"
....:..Fh :)c......"':, ;.J~ ; i 2C{:(-.C ~
REV-1162 EX',11:)6i
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HARTMAN & DUNCAN
1 IRVINE ROW
CARLISLE, PA 17013
_*____A_ h,~\l
ESTATE INFORMATION: SSN: 206-50-5669
FILE NUMBER: 2107-0049
DECEDENT NAME: RlllO JOSEPH
DATE OF PAYMENT: 09/05/2007
POSTMARK DATE: 09/05/2007
COUNTY: CUMBERLAND
I DATE OF DEATH: 12/12/2006
NO. CD 008638
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $10,000.00
I
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$10,000.00
REMARKS:
,'-: ,-- ,:= .: '.: --.~ :'~ -+-
,.. ' ...........;:
,~=2~!',./=~ 3\,/:
~3L=.'\,.CJ..\ ;=A;::;:\EI~ ~3~RkSSk<.IG.~
,~EG,STEri CF.'/:LLS