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HomeMy WebLinkAbout10-03-07 . . , -I 15056041147 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes ~. PO BOX-280601 ~ Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 7 File Number 0139 Date of Birth 091302519 01192007 06031915 Decedent's Last Name Suffix Decedent's First Name MI SARCBTTA MOLLY (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW B 1. Original Return 0 2. Supplemental Return o 3. Remainder Return (date of death prior to 12-13-82) 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death after 12-12-82) B 6. Decedent Died Testate 0 7. Decedent Maintained a Uving Trust (Attach Copy of Will) (Attach Copy of Trust) 0 g. Litigation Proceeds Received 0 10 Spousal Poverty Credit ~date of death . balween 12-31-91 and -1-95) o 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number SBAR M. SHULTZ, BSQUXRB 7172495373 Firm Name (If Applicable) XRXGHT & ASSOCXATBS, P.C. 11 ROADWAY DRXVB, SUXTB B REGISTER ~LLS USE fBlL Y c- ---I .70= 9 c:> .~ .:0 (J .~\? 0 -l ~. ,~-- .~l~tIj ~ -' -' ............. City or Post OffIce CARLXSLB State PA , ~.)() g~1 DATE'E~D s;: First line of address Second line of address - - ZIP Code 17015 co Correspondenfs e-mail address: Under penalties of perjury, I declare that I have examined this return, including accompan~ng schedules and statements, and to the best of my knowledge and belief, it is tru rrect and complete. Declaration of preparer other than the personal representative is based on all infOffi1ation of which preparer has any knoWledge. SIG E OF PERSON~PfNSIBLE FOR FIL~NG RETURN DATE c;y,vxJ~ Rosann Hansen i 0 / I /07 ADDRESS Sean M. Shultz, esquire DATE t() a. 07 11 Roadway Drive, Suite B, Carlisle, PA 17015 Side 1 L 150 51:i.D 41147 1505b041147 -1~ ....J 15056042148 REV-1500 EX Decedent's Name: SANCETTA, MOLLY RECAPITULATION 1. Real Estate (Schedule A).......................................................................................... 1. 2. Stocks and Bonds (Schedule B)............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D).......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5. 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested............. 7. 8. Total Gross Assets (total Lines 1-7)....................................................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10. 11. Total Deductions (total Lines 9 & 10)...................................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11)............................................................. 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J)................................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X ~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 74,385.10 19. Tax Due................ ....................... ................... ................. .......................... .......... ...... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 15056042148 Decedent's Social Security Number 091302519 31,723.84 53,608.89 85,332.73 10,154.61 793.02 10,947.63 74,385.10 74,385.10 15. 16. 3,347.33 17. 18. 3,347.33 [!J 15056042148 ....J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 07 - 0139 Sancetta, Molly STREET ADDRESS 825 North Hanover Street CllY I STATE \ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 3,347.33 3,300.00 167.37 3. InterestiPenalty if applicable D. Interest E. Penalty 3,467.37 Total Credits (A + B + C) (2) TotallnterestiPenalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 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. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (5B) 0.00 120.04 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: Ves No a. retain the use or income of the property transferred;.................................................................................. D [!] b. retain the right to designate who shall use the property transferred or its income;.................................... D [!] c. retain a reversionary interest; or.................................................................................................................. D [!] d. receive the promise for life of either payments, benefits or care?.............................................................. D [!] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?........ ....................... ........................................................................................ D [!] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D [!] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?..................................................................................................................... D [!] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, VOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [72 P.S. ~9116 (a) (1.1) (i)]. 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 zero (0) percent [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 retum 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 zero (0) percent [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 four and one-half (4.5) percent, 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 twelve (12) percent [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 E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sancetta, Molly FILE NUMBER 21-07-0139 Include the proceeds of litigation and the date the proceeds were received by the estate. All property )olntly-owned with the right of survivorship must be disClosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Wachovia Checking Account No. 1000025599867 (see attached letter) 2.006.03 2 Wachovia Savings Account No. 3014145570455 (see attached letter) 2.008.50 3 Insurance policy refunds (see attached documentation) 3.993.80 4 Sale of apartment at Church of God Home (see attached documentation) 23,600.00 5 Health Insurance Rebate 115.51 TOTAL (Also enter on Line 5, Recapitulation) 31,723.84 . p~~ Wachovia Bank, N.A. Carlisle Financial Center PA6825 604 East High Street Carlisle, PA 17013 Tel 717 249-7478 WACHOVIA February 22, 2007 To whom it concern; Please accept this letter as verification ofthe date of death balances for Molly Sancetta, SSN# 091-30-2519. The date of death was January 19,2007. Checking account -1000025599867- $2006.03 Savings account - 3014146670455- $2008.50 Should you need further information, please feel free to contact me at 717-249-7478. Sincerely, ~a~r'" Jill Manley Financial Center Mager Carlisle Financial Center ESTATE OF MOllY SANCETTA C/O 15 N PIN OAK DR BOILING SPRINGS, PA 17007 POlICy NUMBER 44204298 CHECK NO. 320- 0618369 AGENCY 999 INSURED SANCETTA MOllY DEATH . ADDITIONAL . ADDITIONAL DlSA8lUTY MATURED ACCIDENTAL DMOENOS SETTLEMENT BENEFIT BENEFIT PAID UP BENERT BENEFIT ENDOWMENT DEATH BENEFIT DMDEND 240: 00 219: 20 48: 40 I " I I I 51 26 I I I . ! : ! I I I PREMIUMS ADDITIONS BENEFIT ACC, DEATH BEN, UENS OR W/TAX MISCELLANEOUS DUE OR RETURNED TO POUCY AGE ADJUST. AGE ADJUST. WAIVERS (SEE CODE BELOW) I I I I I I I I I I I I I I I . ! I I I ! I AMOUNT OF CHECK DATE A. AMOUNT OF YOUR ORDER TO PAY MISCELLANEOUS 51519] 031211 07 B - AMOUNT PAID TO ASSIGNEE CODES 3.05 ~ C. INTEREST ON POLICY CLAIMS I NOT APPLICA8LE TO ACODENTAL DEATH BENEFITS, MATURED ENDOWMENTS, DISA8IUTY BENEFITS. PLEASE EtIOORSE AIID CASH THE ATTACHED CHECK AS SOON AS POSSIBLE. DETACH THIS STATEMENT BEFORE CASHING. ED. 2000 John Hancock Financial Service., Inc. and alliliatlld companie., Booton, MA 02 --.-----..--- --~--'--..--.-------.-.-,---- ".-....-...- _._~_.,_._-,.__._- ...--....---....----...-.,.-.- _'_',.--.--- - - - - __ '__0.__.__-.-.-. _ '_,__~._ _._" _. _._._.___.__. _ ____._____._._.__'"_..___.__ _ ~." _ _.__. ~,~_________._ ., ESTATE OF MOllY SANCETTA cIa ROSANN HANSEN EXECUTOR 15 N PIN OAK DR BOllING SPRINGS PA 17007 POLICY NUMBER M05778587 700574 INSURED MOLLY SANCETTA PAYEE ESTATE OF MOLLY SANCETTA I ROS STATEMENT OF CHECK CHECK NO. 320- 0 CHECK DATE 03- AMOUNTS DUE AMOUNTS DEDUCTED DEATH-BENEFIT BASIC AMOUNT CURR/PUST MORTEM DIVIDENDS DIVIDENDS + INT ON DEPOSIT SETTLEMENT DIVIDEND INTEREST ON POLICY CLAIMS 800.00 15.68 1136.80 43.11 8.75 TOTAL DUE 2004.34 TOTAL DEDUCTED CHECK AMOUNT ATTACHED IS YOUR CLAIM SETTLEMENT CHECK. PLEASE RETAIN THIS DETAILED STAT FOR FUTURE REFERENCE. YOU MAY DIRECT ANY PAYMENT QUESTIONS TO EITHER YOU REPRESENTATIVE OR THE MID-ATLANTIC REGIONAL SERVICES DIVISION HERE IN BOS ED_2000 Jolin H.lICock Fi..ncilll S8IYic.., Inc:_ .nd .lfilm.d coml . _ _,__._.,.__..._____~,..____....,. __._ _ __ _ ._._ _.. '_ _. __ __ ._._' u ~ -,- -- -_._.-.-.- -..-.- -.-..-- ---- -.-..-..--..-.-.-..---- -.-.'. ,- - -,_.----'-.-.-..- .-.-.-.,-...-..-.-.-.-.-.-.._-.-.---.---,.--,.-.- . ESTATE OF MOllY SANCETTA C/O 15 N PIN OAK DR BOllING SPRINGS, PA 17007 CHECK NO. 320- O~ POLICY NUMBER 43361625 AGENCY 999 INSURED SANCETTA . DEATH . ADDITIONAL . ADDITIONAL DISABILITY MATURED ACCIDENTAL DMDENDS SETTLEMENT BENEFIT BENEFIT P"'D UP BENEFIT BENEFIT ENDOWMENT DEATH BENEFIT DMDEND . .750! 00 675\ 00 15! 00 I , , T 24! 84 I I , , I I I I PREMIUMS ADDITIONS BENEFIT N:.C. DEATH BEN. LIENS OR W/TAX MISCELLANEOUS DUE OR RETURNED TO POUCY AGE ADJUST. AGE ADJUST. W...vERS (SEE CODE BELOW! I I I I I I 1 I I I I I I I I I ~ I I ~ ! I AMOUNT OF CHECK DATE A . AMOUNT OF YOUR ORDER TO PAY MISCELLANEOUS 1473\55 03 \21\ 07 B _ AMOUNT PAID TO ASSIGNEE CODeS I C . INTEREST ON POLICY CLAIMS . NOT APPLICABLE TO ACCIDENTAL DEATH BENEFITS. MATURED ENDOWMENTS. DISABILITY BENEFITS. ~ ENDORSE AND CASH THE ATTACHED CHECK J>$ SOON J>$ POSSIBLE. DETACH THIS STATEMENT BEFORE CASHING. John Hancock FiNneia' Swvic", lne. and affiliated CO"" ED.2lIIlO --_.-._--_._--~-_...-.- ..- - -.-.-.- - -..,-.-.--- -- - ~.__.--.-._------- -- ---+..----*-_.---------- _.~_._-,-_._~._----_..- - 1> ., 10/01/2007 09:24 717-249-8622 . " Pay to:. ES'l'ATE OF MOLLY SANCE'l''l'A CHURCH OF GOD HOME PAGE 02/02 05/31/2007 INVOICE REFERENCE GROSS DATE INVOICE NUMBER DISCOUNT NET 05/18/2007 05182007sancet REFUNDABLE ENTRAN~ 23,600.00 .00 23,600.00 I - CHURCH OF GOD HaME, INC. ~:ITTANCE '1'orALS '23,600.00 .00 23,600.00 801 N. HANOVER STREET CARLISLE, PA 17013 Check No. 48365 to REOIlIlEll OOHT/lC'l': CONSOlIDATED GAo\I'HIe COMMUNIllATIQlolS . KEV1fI MANN . (S'O) _ ~.=-- ,'r- Could I have a copy of her payout, so that I can close her file. Thanks, alex Alexandra Hensel Residential Housing Administrator Church of God Home, Inc. 801 N. Hanover Street Carlisle, PA 17013 Phone: 717-249-5322, x. 3085 Fax: 717-249-8622 Email: ahensel@churchofgodhome. org '! 00\ 2,1 DS02- tJ ,n /)/~Jj C-.6~1r af) :~.L~- /' :J f' L1-a L( +v ~ /OS 1 *' SCHEDULE F JOINTL Y-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sancetta, Molly I FILE NUMBER 21 - 07 - 0139 " 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 Rosann Hansen ADDRESS 15 North Oak Pin Drive Boiling Springs, PA 17007 RELATIONSHIP TO DECEDENT Daughter A JOINTLY OWNED PROPERTY: ITEM LETTER DATE ~~SCRIPII~qroIPRWiERTY DATE OF DEATH %OF DATE OF DEATH Include name 0 nanclalln on an oonk account number NUMBER FOR JOINT MADE or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET DECD'S VALUE OF TENANT JOINT estate. INTEREST DECEDENrSINTEREST 1 A 10/1996 Sovereign Bank certificate of deposit No. 72,433.90 50% 36,216.95 1695424307 (see attached letter) 2 A 08/23/2000 Sovereign Bank certificate of deposit No. 34,783.88 50% 17,391.94 1675274615 (see attached letter) TOTAL (Also enter on line 6, Recapitulation) 53,608.89 ijil-' Sovereign Banr Molly Sancetta Rosann Hansen 825 N Hanover St. Carlisle PA 17013-1539 Sovereign Bank 269 Penrose Place Carlisle P A 17013 Friday, February 02, 2007 Molly Sancetta passed away January 19, 2007. She had 2 certificates of deposit in joint ownership with Rosann Hansen here at Sovereign bank. Rosann Hansen requested date of death values for these two accounts. Account 1695424307 has a principal balance of $72,274.01 with accrued interest of$159.89 as of the 19th of January. Account 1675274615 has a principal balance of $34,708.00 and accrued interest of$75.88 as of the 19th of January. Total value of accounts at Sovereign Bank including accrued interest is $107,217.78 as of January 19,2007. $53,608.89 belongs to Rosann Hansen and the other half belonging to the Estate of Molly Sancetta. Sincerely, 4'--f !1L- Joshua J Gebers 269 Penrose Place Carlisle P A 17013 717-249-7911 *' SCI-EDlI.E H RN:RALEXFlfHES& AlHtSTRATNECOSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sancetta, Molly Debts of decedent must be reported on Schedule I. FILE NUMBER 21 - 07 - 0139 ITEM DESCRIPTION AMOUNT NUMBER FUNERAL EXPENSES: A. 1 Funeral 2,859.15 1 Undertaker 3,283.00 2 Interment of Ashes 975.00 3 Food and Housing expenses for burial 1,055.39 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees to Knight & Associates, P.C. 1,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees to Register of Wills 196.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 The Sentinel - advertise letters 166.07 TOTAL (Also enter on line 9, Recapitulation) 10,154.61 *' SclBUeH FtnnI Expense8& MI" ...c6IeCollBCDI'6ud COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RElURN RESIDENT DECEDENT ESTATE OF Sancetta, Molly FILE NUMBER 21 - 07 - 0139 2 The Cumberland Law Joumal- advertise letters 75.00 3 Preparation of Income Taxes 45.00 Page 2 of Schedule H *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE UABIUTlES, & UENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RElURN RESIDENT DECEDENT ESTATE OF Sancetta, Molly FILE NUMBER 21-07-0139 Includ. unrelmbursed medical .xpen.... ITEM DESCRIPTION AMOUNT NUMBER 1 Church of God Home - rent 793.02 TOTAL (A1.0 .nter on Line 10, Recapitulation) 793.02 REV:1113 EX. (1-09) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sancetta, Molly \ FILE NUMBER 21-07-0139 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not u.t Tn.a.(a) I. TAXABLE DISTRIBUTIONS [include outright scousal Clistributions, and ransfers under Sec. 9116 (a) (1.2)] 1 Anthony Sancetta son 1/3 residue of estate 12 Bartholf Lane Mahwah, NJ 07430 2 Donald Sancetta son 1/3 residue of estate PO Box 5223 Carefree, I\Z 85377 3 Rosann Hansen daughter 1/3 residue of estate 15 North Pin Oak Drive Boiling Sprins, PA 17007 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet D. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 . REV-1113 EX+ (1-00) . SCHEDULE J BENEFICIARIES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sancetta, Molly I RLE NUMBER 21-07-0139 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not Uet Tru8tee(a) I. TAXABLE DISTRIBUTIONS pnclude outright s~usal Clistributionsg and ransfers under Sec. 116 (a) (1.2)] 4 Douglas Hansen grandson 1,000.00 1422 Funston Avenue San Francisco, CA 14122 5 Robert Hansen grandson 1,000.00 '747 W. Louther Street Carlisle, PA 17013 6 Howard K. Hansen, III grandson 1,000.00 15 North Pin Oak Drive Boiling Springs, PA 17007 7 Dina Vaughn granddaughter 1,000.00 PO Box 27184 Scottsdale, P\Z. 85255 8 Danielle Sancetta granddaughter 1,000.00 1440 Toltec Mound Road England, P\Z. 72046 9 Thomas J. Sancetta grandson 1,000.00 12 Bartholf Lane Mahwah, NJ 07430 10 MichaelJ. Sancetta grandson 1,000.00 2 Ward Avenue Wyckoff, NJ 07481 11 Chri&opherB.Sancetta grandson 1,000.00 22 Wootten Road Essex Fells, NJ 07021 Page 2 of Schedule J ~ ~ ~ ~ LAST WILL AND TESTAMENT OF MOLLY SANCETTA I, MOLLY SANCETTA, of 825 North Hanover Street, Apartment 208, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking "and making void all previous Wills and Codicils heretofore made by me. 1 I order and direct my personal representative hereinafter named to pay all of my just debts, funer~l expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If! do not own a burial plot or a grave marker at the time of my death, I authorize my personal representative, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to ~'t~ expend sums from my estate for this purpose. 2 I give, devise and bequeath the following property with all insurance proceeds thereon as follows: a. The sum of$I,OOO.OO to each of my surviving grandchildren. \/dl~r:CJ . S.t.":.}2j~b'iJ :!CJ>!d3l:J 00 '111!'~ Z' ~'~jl~'~" , " . '''. \,l I '.'... - !', I - . '. II 1...1_' LUW v 1 ...._. R., ::.',;._....._ J.v:;=~:...: . ';.'~,):.)__..'J ~ ~ ~ ~ LAST WILL AND TESTAMENT OF MOLLY SANCETTA 3 I give, devise and bequeath the rest, residue and remainder of my estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate in equal shares to my children, ANTHONY SANCETTA, of Mahwah, New Jersey, DONALD SANCETTA, of Scottsdale, Arizona, and ROSANN HANSEN, of Boiling Springs, Pennsylvania, who survive me by sixty (60) days per stirpes. It is further my desire that my personal representative, after consultation with any heir or heirs of mine who survive me, and in his, her or its own discretion, choose such articles from my tangible personal property (exclusive of cash, stock certificates, bonds, and all other tangible evidences of intangible personal property) as he, she or it believes will be useful to such heir or heirs or desirable for him or her or them to have, either from a sentimental point of view or otherwise, and to deliver such articles to such heir or heirs or among such heirs in equal or unequal shares as determined by the further exercise of his, her or its discretion, provided no other heir objects to the distribution. All tangible personal property not so distributed is to be sold, either publicly or privately, by my personal representative, adding the proceeds of such sale or sales to my residuary estate and to be disposed of in equal shares among my surviving heirs after payment of my estate debts, taking into account the tangible personal property otherwise provided to them. 4 I grant my personal representative the following powers in addition to and not in limitation of such powers as my personal representative shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments 2 , ~ ~ f LAST WILL AND TESTAMENT OF MOLLY SANCETT A under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my personal representative the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my personal representative shall see fit in his, her, or its absolute discretion. (g) To bOlTOW money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. To distribute in cash or in kind upon any division or distribution of my estate. (i) G) To undertake any and all acts deemed necessary and proper by my personal representative for the proper, advantageous and prompt management of the settlement of my estate. 3 ~ ~ t f LAST WILL AND TESTAMENT OF MOLLY SANCETTA (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it deems necessary or proper to carry out the purposes of this, my Last Will and Testament. 5 No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumberhis interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my personal representative for the liability of such beneficiary. 6 I nominate, constitute and appoint my daughter, ROSANN HANSEN, as Executrix of this my Last Will and Testament. In the event my daughter, ROSANN HANSEN, is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my son, ANTH;ONY SANCETT A, as personal representative of this my Last Will and Testament. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. 7 I hereby declare it to be my express desire that my personal representative employ the law firm of Michael J. Hanft, Esquire, of Cumberland County, Pennsylvania, for legal advice and assistance regarding this my Last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the 4 . ~ ~ t ~ LAST WILL AND TESTAMENT OF MOLLY SANCETT A administration of my estate, and the execution of the powers herein mentioned. Any mention of Michael J. Han~ Esquire in this my Last Will and Testanlent, is my free and voluntary act and through no influence by any person. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this 'ZiJ#t day of ~ ' 2000. WITNEW ,- ~ C/'~<C. (~ ht~ 4~ ~ Molly a cetta 5 , .. . ~ ~ ~ ~ LAST WILL AND TEST AMENT OF MOLL Y SANCETT A ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. I, Molly Sancetta, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ),,~ ~~(~~ Molly cetta Sworn or affirmed and acknowledged before me by Molly Sancetta, the Testatrix, this 3u-~aYOf~ , 2000. ~d~ Notarial Seal Denise L Nye, Notary Public South Mick:lleton Twp.. Cumberland County My Commission Expires Feb. 26, 2001 Member. pennsytvanlaAssociatlOnof Notaries 6 . ... . , ~ t ~ LAST WILL AND TESTAMENT OF MOLLY SANCETTA AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. WE, tr7 lrJ7a..o 1. J. Y4Mt- 1'U0j c'- Wod2~ ,the and witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw Molly Sancetta, the Testatrix, sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as . her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ~?1k ~~f;, ~_ Sworn or affIrmed and subscribed before me by /iU Ci1aRJ s:. /10/) f r and -(er(f:j E ~aif(J;L this JV'^aayof ;)~ ,2000, ~M?~ Notarial Seal Deryfse L. Nye, Notary Public South MIdc!let?n Twp., ~umberland County My Commission Expires Feb. 26, 2001 Member, PennsylvaniaAssocialion of Notaries F:IUser FolderlFmn DocsIWiIIsI1756-lmswill.wpd 7 KNIGHT &Asscx::IATES EC. Attorneys at Law October 2, 2007 (") So <'.:0 "JIJ -', :}~ p ~;~ "-." ~~ .~.........., r-v ,= = --.l o n --l I c...;) Register of Wills 1 Courthouse Square Carlisle, Pennsylvania 17013 C) (-) ~: (:) ':::Tl .~. ~=t=i ~ J;::!!o ::z: - .. RE: Estate of Molly Sancetta Estate No. 21-07-0139 My File No. 4062.1 N CP Dear Register of Wills: Enclosed for filing please find an original and two copies of an Inheritance Tax Return in the above-referenced estate. Please return a time-stamped copy to my office in the enclosed self- addressed, stamped envelope. I have also enclosed a check in the amount of$15.00 representing the filing fee. Should you have any questions or wish to discuss this matter further, please do not hesitate to contact me. Very truly yours, KNIGHT & ASSOCIATES, P.C. ~M~ I Sean M. Shultz -. - "0) r;(mL SMS/dmh Enclosures cc: Rosann Hansen F:\User Folder\Finn DocslEstatesI4062-J- M. Sancellalreg.wills.2.wpd 11 Roadway Drive Suite B Carlisle, P A 17015 . 717-249-5373 717-249-0457 fax I t-() (~I-ii ,to} A.:ra fliT _N.... CIitaNn 0 - NO< 00. . PE-CQ1'iDt:'"n ( I; \", ...,:(,,:.,,\ C! ; ":L, :".) ~.\ 'l ......11 Ii. , ~I,.o:_-, zeUl OCT -3 r.~~ \:. 28 CLERK (::- ..' I'S' eel " : ("", " :E UJ UJ as - o ... UJ ... -- u. I"") ..... o t- - ~ ~ .~ _ ell ;:j :;- _ ..... 0""'>> -=::::r/)Vl -:::> G) ~ -;;> Vl s:; :.... ;:j Q) :000.., = I-o..d ~ - Q) t:: Q) : tn :::t 00 -.- c;.::: -.: ~u 8 -=~_u " , \ .., , ) I - " c.5 p.; ,< ~ " ~ ~ ~ ~ji ~ ta .~ ~ ~ 0 :r: Ij) ~ Q ~ ~ ~~~ @ J