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Home My WebLink About04-23-08 (2) -.J :LSDSbDlf:L:Llf7 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 0157 Date of Birth 176 32 6320 02 09 2007 02 22 1918 DecE!dent's Last Name Suffix Decedent's First Name LAROCCA SR. EUGENE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name SpoLlse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW D 1. Original Return D 4. Limited Estate ~ 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82) D 4a. Future Interest ComprOlTlise D 5. Federal Estate Tax Return Required (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) D 10 Spousal Poverty Credit (date of death D 11. Election to tax under Sec. 9113(A) . between 12-31-91 and 1-1-95) (Attach Sch. 0) [KJ o 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received MI W MI CORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number THOMAS E. FLOWER 717 737 3405 Firm Name (If Applicable) SAlOIS, FLOWER & LINDSAY REGISTER OF WILLS USE ONLY First line of address >2 2109 MARKET STREET Second line of address C~ lr-! -'.- I - .~_.,__J j) ,::>< City or Post Office State PA ZIP Code 17011 CAMP HILL Correspondent's e-mail address: Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tme, 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 DATE Mark D. LaRocca 1'...) ,....:-"J ...:..:::> ~<-~ .' j f....,,,~l (~J ~ r-- ..;.:- o \..',.) ADDRESS 503 West North Street, Carlisle, PA 17013 SIG7)RE OF PREPARER OTHER THAN REPRESENTATIVE :,' ~/U<..AA~ ADDRESS Thomas E. Flower DATE t/;y /0 Y I 2109 Market Street, Camp Hill, PA 17011 Side 1 L lSDSbDlf:Lllf7 lSDSbDlfl:Llf7 -.J \ -.J 15D5bDlf211f8 REV-1500 EX Decedent's Name: Eugene W. LaRocca Sr. 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. 13. Jointly Owned Property (Schedule F) D Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D Separate Billing Requested............. 7. B. 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. 1~'. Net Value of Estate (Line 8 minus Line 11 )............................................................. 12. 1 ~:. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax hjls 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 0.00 15. 18,585.51 16. 0.00 17. o .00 18. 19. Tax Due... .......... .................. ...................................... ....................... ........ ................. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L lSDSbDlf21lfla Decedent's Social Security Number 176 32 6320 14,175.00 49,869.50 64,044.50 45,377.99 81.00 45,458.99 18,585.51 18,585.51 o . 0 0 836.35 0.00 0.00 836.35 D 15D5bDlf211f8 -.J PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF LaRocca, Eugene W. Sr. FILE NUMBER 21-07 -0157 Undel" penalties of perjury, I declare that I have examined this return, 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 #2 '/~ ( tv, ~,;, Name Address1 Address2 City, State, Zip Eugene W. LaRocca Jr 415 Lincoln Street, Apt. A Carlisle, PA 17013 Date ,j //~ J)(J{) g Signature #3 Name Address1 Address2 City, State, Zip Juliet N. Donnelly 170549 Brechin Way Silver Spring, MD 20901 Date REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Eugene W. LaRocca Sr. STREET ADDRESS 110 West Pomfret Street File Number 21-07-0157 CITY I STATE I ZIP PA I 17013 Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A Spousal Poverty Credit lB. Prior Payments C. Discount (1 ) 3. InterestlPenalty if applicable [). Interest E. Penalty Total Credits (A + 8 + C) (2) 28.15 Total Interest/Penalty (D + 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) (58) Make Check Payable to: REGISTER OF WILLS, AGENT -- 836.35 28.15 864.50 864.50 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes D D D D 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?.................. .................... .......... .................... .................................. ..... ........... [!J 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. 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?... .................................................... ............................................................... No [!J [!J [!J [!J [!J [!J 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. S9116 (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 to) percent [72 P.S. S9116 (a) (1.1) (Ii)]. The statute does not exemot 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 zero to) percent [72 P.S. S9116 (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. 99116 1.2) [72 P.S. 99116 (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. 99116 (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. Rev.1502 EJ(+ (6-98) *' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT LaRocca, Eugene W. Sr. FILE NUMBER 21-07 -0157 ESTATE OF All real property owned solely or as a tenant In common must be reported at fair market value. Fair mar1<et value is defined as the priCe at which property would be exchanged between a willing buyer and a willing seller. neither being compelled to buy or sell. both having reasonable knowiedge of the relevant facts. Real property which Is jolntly-owned with right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 170 West Pomfret Street, Carlisle Boro, Cumberland County, PA - Tax Parcel 14,175.00 #04-21-0320-193 The amount shown on the original inheritance tax return was shown at the appraisal price of $215,000. The property sold for $229,175. The difference between the appraisal price and the selling price for the property is shown on this supplemental return. TOTAL (Also enter on Line 1, Recapitulation) 14,175.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) Rev-1508 EJ(+ (6-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF LaRocca, Eugene W. Sr. FILE NUMBER 21-07 -0157 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBEI~ DESCRIPTION 1 York Waste Disposal. Refund from York Waste Disposal VALUE AT DATE OF DEATH 542.50 2 Personal property (including antiques) - The personal property was listed on the original return in the amount of $20,120.00 per the appraisal of the property. The property sold at auction for $69,537.00. The difference between the appraisal price and the actual selling price is shown on this supplemental return. 49,327.00 TOTAL (Also enter on Line 5, Recapitulation) 49,869.50 (If more space is needed. additional pages of the same size) Copyright (c:) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV.1151 EX+ (12-99) . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LaRocca, Eugene W. Sr. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-07 -0157 ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 1,035.00 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 3. Family Exemption: (If decedenfs address is not the same as claimant's. attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 150.00 See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 44,192.99 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 45,377.99 Copyright (c:) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev.1502 EX+ (6.98) . SCHEDULE H.A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LaRocca, Eugene W. Sr. FILE NUMBER 21-07 -0157 ITEM NUMBER DESCRIPTION AMOUNT 1 Lia Keith - Reimbursement for luncheon after funeral and Arlington Buffet 1.035.00 Subtotal 1.035.00 Copyright (e) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 EX+ (6-98) . SCHEDULE H.B4 PROBATE FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LaRocca, Eugene W. Sr. FILE NUMBER 21-07-0157 ITEM NUMBER 1 DESCRIPTION Register of Wills, Agent - Additional probate fees AMOUNT 150.00 Subtotal 150.00 Copyright (c:) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B4 (Rev. 6-98) Rev.1502 EX + (6-98) . SCHEDULE H.87 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LaRocca, Eugene W. Sr. FILE NUMBER 21-07 -0157 ITEM NUMBER AMOUNT DESCRIPTION 1 170 West Pomfret Street, Carlisle Boro, Cumberland County, PA - Closing costs at settlement: Realtor's commission $6,675.00; 1 % realty transfer taxes $2,291.75; Final bills for water/sewer $25.05; Seller credit $6,675.00; Reimbursement of taxes + $1,381.63 14.285.17 2 170 West Pomfret Street, Carlisle Boro, Cumberland County, PA - Roof Repair 125.00 3 170 West Pomfret Street, Carlisle Boro, Cumberland County, PA - Replace faucet 45.84 4 170 West Pomfret Street, Carlisle Boro, Cumberland County, PA - Repairs to property. 200.00 5 Beverly Rosenberry, Tax Collector - Ritner Road Parcel 56.72 6 BNH Plumbing - Repairs to 170 Promfret 4.060.25 7 Borough of Carlisle -170 W. Pomfret Street-Water/Sewer 18.86 8 Borough of Carlisle 37.76 9 Borough of Carlisle - Water/Sewer for January-February 37.72 10 Borough of Carlisle 1.89 11 Brian K. Eshenhour - Drywall work at 17 West Pomfret Street 1.525.00 12 Carl E. Ocker - Auctioneer commission 13.907.40 13 Carlisle Borough Tax Account - 2008 County/Borough Taxes 980.81 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule H-B7 (Rev. 6-98) Rev.1502 EJ(+ (6-98) *' SCHEDULE H.B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LaRocca, Eugene W. Sr. FILE NUMBER 21-07 -0157 ITEM NUMBER AMOUNT DESCRIPTION 14 327.51 15 16 17 20 Harry E. Killian, Tax Collector - 2008 CountylTownship Taxes Bill # 583 and Bill # 584 Farm Ibis Appraisal Services - Appraisal fee for 170 Pomfret Street, Carlisle, Pennsylvania 300.00 Michael Hufnagle - Construction work at 170 W. Pomfret Street, Carlisle, PA 3,800.00 Michael Hufnagle - Construction work at 170 W. Pomfret Street, Carlisle, PA 960.00 18 Michael Hufnagle - Construction work at 170 W. Pomfret Street, Carlisle, PA 815.00 19 PPL Electric Utilities 34.86 PPL Electric Utilities 36.41 21 PPL Electric Utilities 37.73 22 PPL Electric Utilities 33.48 23 PPL Electric Utilities 44.92 24 PPL Electric Utilities 18.92 25 Saidis, Flower & Lindsay - Reimbursement for short certificates 15.00 26 UGI - heating bill 601.74 27 UGI - heating bill 299.00 28 UGI - heating bill 269.00 Copyright (c;) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1502 EJ<+ (6-98) . SCHEDULE H.87 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LaRocca, Eugene W. Sr. FILE NUMBER 21-07 -0157 ITEM NUMBER DESCRIPTION 29 UGI - heating bill AMOUNT 269.00 30 UGI - heating bill 269.00 31 UGI- service call 204.00 32 York Waste Disposal - Dumpster 575.00 Subtotal 44.192.99 Copyright (G) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev.1512 EX+ (6-98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT LaRocca, Eugene W. Sr. IFILE NUMBER 21-07 -0157 ESTATE OF Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Pennsylvania Department of Revenue - Pennsylvania State Tax Due on Personal Return VALUE AT DATE OF DEATH 81.00 TOTAL (Also enter on Line 10, Recapitulation) 81.00 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner GrouP. Inc. Form PA-1500 Schedule I (Rev. 6-9B) REV.1513 E){+ (9-00) *' SCHEDULE .J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER LaRocca, Eugene W. Sr. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal aistributions, and transfers under Sec. 9116(a)(1.2)] RELATIONSHIP TO DECEDENT Do Not List Trusteelsl I. 1 Juliet N. Donnelly 170549 Brechin Way Silver Spring, MD 20901 Daughter 2 Eugene W. LaRocca Jr. 415 Lincoln St., Apt. A Carlisle, PA 17013 Son 3 Mark D. LaRocca 503 West North St Carlisle, PA 17013 Son 4 Robert N. LaRocca P.O. Box 251 Knox, PA 16232 Son 5 Lisa A. McCarren 415 Lincoln Street Carlisle, PA 17013 Daughter FILE NUMBER 21-07 -0157 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) 1/6 of the Residue. 1/6 of the Residue. 1/6 of the Residue. 1/6 of the Residue. 1/6 of the Residue. See continuation schedule attached Continuation Total Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Copyright (G) 2002 form software only The Lackner Group, Inc. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Form PA-1500 Schedule J (Rev. 6-98) 0.00 3,097.59 3,097.59 3,097.59 3,097.58 3,097.58 3,097.58 18,585.51 SCHEDULE .. BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Eugene W. LaRocca Sr. 02/09/2007 176-32-6320 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 6 Mary J. Staszko 2141 Walnut Bottom Road Carlisle, PA 17015 Daughter 1/6 of the Residue. 3,097.58 Total 3,097.58 1 Decedent Date of Death 9 Months After DOD Final Payment Date Suggested Interest # Days to Add for Holiday Filing Deadline Year Interest Amount for Year # Days Suggested Interest .1TI'.';i..._ PrincipalTaxDue Ii>' Credits I'~ Interest I TaxDue ~; LAST WILL AND TESTAMENT OF EUGElVE W. LaROCCA I, EUGENE W.LaROCCA, of 170 West Pomfret Street, Carlisle, Cumberland County, Penm;yivania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and al/ former Wills, Codicils, or writings in the nature therec7, by me at any time heretofore made. FIRST: ! hereby order and direct my Executrix or Executor, hereinafter named, to pay all my just debts, funeral expenses, test.amentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I have six children, EUGENE W. LaROCCA, JR., MARK D. LaROCCA, JULIET N. DONNELLY, ROBERT N. LaROCCA, MARY J. STASZKO, and LISA A. McCARREN. I wish all of my children, so far as is possible, to benefit equally from the assets which my wife and I acquired during our iif~tirnes. ! am mindful that my wife left real estate to our daughter, LISA A. McCARREN, which I deem to have a value of $140,000.00. I am also mindful that my wife and I gave funds to our daughter, JULIET N. DONNELLY, in the approximate amount of $110,000.00 during our lifetimes. I wish my Executor to deem these two gifts to be advancements, and that they be taken into account by subtracting the aforesaid sums from the shares of my aforesaid children in my estate. THIRD: Except to the extent that I have indicated that certain children al"e to receive certain tangible personal property from my estate by a letter attached to this Will, my children may choose such items of tangible personal property from my estate as they wish, drawing lots to determine the order of choice, and each choosing one item in turn until no more items are desired. The value of any items of personal property so chosen, as indicated by the appraisal of my personal property, shall be utilized to adjust and equalize the monetary values of each of the shares of my children, subject to the advancements discussed above. FOURTH: I give ali of the rest, residue and remainder of my estate to my children, EUGENE W. LaROCCA, JR., MARK D. LaROCCA, JULIET N. DONNELLY, ROBERT N. LaROCCA, MARY J. ST ASZKO, and LISA A. McCARREN, in equal shares, per stirpes, subject to reduction by the aforesaid gifts which I direct my Executors to deem to be advancements. Should the aforesaid advancements exceed the value of the net estate to which said child is entitled, I direct that the aforesaid child shall not receive any funds from my estate, but neither shall she be required to pay to my estate or to my other heirs, the amount by which the advancement exceeds said child's share of the estate. FIFTH: If any of my aforesaid children shall contest this Last Will and Testament, or object to or oppose the probate thereof, or take any proceedings before any court to annul any provision thereof, Dr have any provision thereof declared void, then and in any such event, I direct that all of said child's interest under this Last Will and Testament as a beneficiary shall cease and become void, and if said child shalil be successful in a court of final jurisdiction, the sum of property or benefit to which 2 said child would have received under this Last Will and Testament shall be distributed to my other children, per stirpes. SIXTH: I have served in the Armed Forces of the United States. Therefore, I direct my Personal Representative to consult with a legal Assistance Attorney at the nearest military installation and with the Department of Veterans Affairs and the Social Security Administration to ascertain if there are any benefits to which my family members are entitled by virtue of my military service, SEVENTH: I may leave a letter of intent with the executed copy of this Win for the purpose of giving guidance to my Personai R.epresenIative concerning the distribution or sale of certain items of my property. I request, but do not require, that my Personal Representative honor my wishes therein expressed. EIGHTH: if any beneficiary to any share of my estate which is not subject to the provisions of any trust which may be created by this \Nill is at the time of distribution of his or her share, a minor under the laws of his or her domicile, I direct that the minor's share be converted into qualifying property and delivered to the minor's Guardian as Custodian for the minor under the Uniform Gifts to Minors Act or the Uniform Transfers to Minors Act as may then be in effect in either the state in which the beneficiary or the Custodian resides, or any other state of competent jurisdiction. A. The Uniform Gifts to Minors Act or The Uniform Transfers to Minors Act, as may then be in effect in the state concerned, is hereby incorporated by reference. The property affected by the Act shall be managed, held, and distributed in accordance with the provisions of the Act. 3 B. The financial custodian will serve without bond or surety and without intervention of any court, except as required by law. C. The receipt by the Custodian, for the minor, of any principal or income transferred pursuant to this paragraph shall be a full acquittance and discharge of my Personal Representative or Trustee, as applicable, from liability with respect to such transfer and from further accountability for the principal or income so transferred. LASTL Y: I nominate, constitute and appoint my children, EUGENE W. LaROCCA, JR., MARK D. LaROCCA and JULIET N. DONNELLY, to serve jointly as Co..Executors of this my Last Will and Testament. Should any of then! be unable to so serve, the child or children remaining may so serve with full authority. No Executor shall be required to file bond in this or any other jurisdiction. IN WITNESS WHEREQf, I have hereunto set my hand and seal this J - \\~ ~ IV/( day Ou 'tJ.' .-:.: , ,2002. =- ~:. _r-CJ,c '.~.-._ .1--;:: I - r. __~ Eugene W. LaRocca SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: c' ""\ . . ~~-~-' ~ ...' ,-_. ..... J..... '__ ",,:.=.-' 4 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, EUGENE W. LaROCCA, Testator, 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; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirm<}E/ to 1 acknowled~ LaROCCA. the Testator, this ~~ _ day of \, EUGENE W. ,2002. .._~'r _./--~ . Eugene W. LaRocca, Testator NOTARIAL SEAL ReNEE l. MURRAY. Notary Public Carlisle Bore, Cumberland Co PA My Commission Expires December' 13, 2005 5 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, James D. Flower, Jr. and Sharon Simpson 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 Testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me byJames D. Flower, Jr. day of July and Sharon Simpson this 2nd 2002. l:\ .'" /'~iCJA/~V':~ 'k_ r ;.. ---. .... .', . '.... ". i ., ,~ U,.. '~V~J :, < . i Witness t \...,..i ( ) ~/ ~ ~"\\~_ \\D\ ~~~~-,-rl.o.{:\-Y~ Witness" NOTARIAL SEAL RENEE L. MURRAY. Notary PUblic Carlisle Bora, Cumberland Co., PA . My Commission Expires December 13,2005 6 .,-, A. Settlement Statement B. Type of Loan T:_ 4. VA 5. U.S. Department of Housing and Urban Development oan Number: 349506 FINAL OMB No 2502-0265 8. Mortgage Insurance Case Number c:- n-:- Name & Address of Borrower: ;c. Name 0& Address of Seller: F Name & Address of lender Rafael C. Alvarado Estate of EUgene W Larocca Amencan Home Bank. NA Rennie C. Mapp c/o Mark D. Larocca 3840 Hempland Rd 245 South West Street 503 West North Street Mountville, P A 17554 Carlisle, PA 17013 Carlisle, PA 17013 G. Property locallon: H. Settlement Agent: 170 West Pomfret Street Tric!a D. Naylor Carlisle, PA 17013 Place of Settlement I. Settlement Date March 28 2008 104 S. Hanover SI. Carlisle, PA 17013 TSUmmary of Borrower s Transaction K. Summary of Seller's Transaction 100. Gross Amount Due From Borrower 400. Gross Amount Due 10 Seller 101. Contract sales price 229175.00 401. Contract sales pnce 22917500 102. Personal property 402. Personal property 103. Settlement charges to borrower (line 1400) 8548.19 403 104 404 105 40b Adjustments for items paid by seller In advance Adjustments for Items paid by seller in advance 106. City/town taxes to 406. City/town taxes to 107. County taxes 03/28/08 to 12/31/08 747.67 407. County taxes 03/28/08 to 1 2/31 /08 747.67 108. Assessments to 408. Assessments to 109. School Taxes 03/28/08 to 06130/08 633.96 409. School Taxes 03/28/08 to 06/30/05 633.96 110 410 111 411 112 . 412 120. Gross Amount Due From Borrower 239104.82 420. Gross Amount Due To Seller 230556.63 200: Amounts Paid B Or In Behalf Of Borrower 500. Reductions In Amount Due To Seller 201 . Deposit or earnest money 2500.00 1501. Excess Deposit 202. PrinCipal amount of new loan 229150.00 502. Settlement charges to seller (line 1400) 8991 80 203. Seller Credit 6675.00 1503. Seller Credit 667500 204 1504 205 1505 206 Itl06 2Or- 507 208 ~:>08 209 ':>09 Adjustments for Items unpaid by seller Adjustments for Items unpaid by seller 210. CIty/town taxes to 510. City~owntaxes to 211. County taxes to 511. County taxes to 212. Assessments to 512. Assessments to 213. School Taxes to 513. School Taxes to 214 514 215 515 216 516 ~ 517 218 1518 219 [519 220. Total Paid By/For Borrower 238326.00 1620. Total Reduction Amount Due Seller 15666.80 300. Cash At Settlement FromITo Borrower 600. Cash At Settlement To/From Seller y 230556.63 -15666.80 214889.83 This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return. a negligence penalty ell' other sanction will be imposed on you if this item is required to be reported and the IRS determines that it has not been reported You are required by law to provide the Settlement Agent with your correct taxpayer identification number. If you do not provide the Settlement Agent with your correct taxpayer identification number, you may be subject to civil or criminal penalties by law Under penalties of perjury, I certify lhatlhe number shown on this statement is my correc! laxpayer idenlificalion number. Seller Taxpayer Identification Number U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT FINAL al rom Seller's Funds at Settlement 667500 5 287 300 00 2120 18.85 450 00 2500 1250 34500 17504 781 13 1 001.Hazard Insurance 3 months@ 65.09 per month 19527 1 002.Mortgage Insurance o months@ 183.32 per month 1003.City property taxes months@ per month 1 004.County property taxes 2 months@ 81.74 per month 16348 100S.Annual assessments months@ per month 1 006. School Taxes 10 months@ 202.98 per month 2029.80 1007 months@ per month 1 UUCl.Aggregate ADjUstment -b::JL '\1 l1UU. IllIe Charges 11 01.Settlement or closing fee to 11 02.Abstract or Iitle search to Niven J. Baird 11000 11 03.Title examination to 1104. I itle insurance binder to 11 OS. Document preparation to 11 06.Notary fees to 1107.Attorney's fees to John C. OszuStOWICZ 600 00 (includes above Items numbers: ) to 1108. Tille InSLlrance to Conestoga Title Insurance Co. 895.00 (includes above Items numbers: 11 O!::l.Lenders coverage $ 111 O.uwner's coverage $ 1111 .Overmght fees to John C. OszustOWICZ 1671 1112. I ax Certification to 111.J.vvlflng r-ees to 1200.Government RecorClmg and Transter Charges Dee Dee Deed 62.50 to to 10100 2291 75 2291 75 2505 The HUD-1 Settlement Statement which I have prepar caused or will cause the funds to be disbursed in ace Auction Proceeds Memo 12-27-07 Gross Sale Proceeds: Less Commission: Net Proceeds: Less non-cash purchases by LaRocca heirs: Cash Proceeds: LaRocca $ 69,537.00 (13,907.40) $ 55,629.60 (3,650.00) (1,023.00) (210.00) $ 50,746.60 CARL E". OCIQ~ Auctioneer AU2425-L PERSONAL PROPERTY CONTRACT Agreement for Sale of Personal and Chattel Property by Auction. Agr~emen~ ~e this d:rte of , i ~ ~ f)"1 between .t.~tJ41-e- tl..;. III !( 0 (;'C-.!:L Fs-A it , Of 11 D Vi.. C ff\ .. e-t i 5 l J E'13 herea:ftei called Seller, and Carl E. Ocker, 4401 Philadelphia Ave, Chambers burg P A 17201, 717-264-6578. hereafter Called Auctioneers. The auctioneer hereby agrees to use his professional skill, knowledge and expertise to the best advantage of both parties In preparing for and conduction the sale. The seller hereby agrees to turn over and deliver to the auctioneers, to be sold at public auction the items listed below and on the reverse side and attached sheets. No items will shall be sold or withdrawn from the sale prior to the auction except , by mutual agreement between the seller and auctioneer. If item is sold or withdrawn auctioneer shall receive full commission on the item. The auction is to be held at -;;. A tU.-i, r/V on this date And in ca~e of postponement because f inclement weather, said auction will take place on a later date agreeable to both pa..-ties. It is mutually agreed that all said goods to be sold to the highest bidder, with the exception of items specified by sener in writing to be protected. Auctioneer shall receive full commission on any item transferred or sold to a bidder or auction c!,mtact withiri 30 days after the auction. It is further mutually agreed that the auctioneers my deduct their fee at set rate below from the gross receipts, resulting from said auction. The auctioneers agree to turn net proceeds from sale over to seller immediately following auction., along with sale records and receipts. The seller agrees that all expenses incurred for the advertisement, promotion, and of conduction said auction shall be first paid from the proceeds realized from said auction before the payment and satisfaction of any leins or encumbrances. The seller convenants and agrees that he has good title and the right to sell, and said goods are free from all incumbrances except as follows: (If none, WRITE NONE) Item Mortgage or Lern Holder Address Approximate amount Seller agrees to provide merchantable title to all items sold and deliver title to purchasers. Seller agrees to hold hannless, the auctioneers against any claims of the nature referred to in the contract Seller agrees to pay all sale expenses including: Auctioneers Fee 0(, 'Dr No'Sid~ F.!e Clerks & Cashiers Fee - Other Personnel - Adv~.rtising Port a Potty - Other' - Lunch Stand _ . x0,OA~ Au~ Signature (.i..iS.~ :id om... ~enlSmg) t.> a x ;.,~. ~ &-<:.--e-r ' Sellers si ture (-P!~. 7,- I . 7/), (J (0--/7 ~ Sellers signature phone X 2.~, 'f 10 S')<j phone c.; IS- CIM-{)(/N Sr C AtZ/iJ/e, (J A . i 76/'~ JOHN E. SLIKE ROBERT C. SAlOIS JAMES D. FLOWER, JR CAROLJ. LINDSAY JOHN B. LAMPI MICHAEL 1. SOLOMON GEORGE F. DOUGLAS, III DEAN E. REYNOSA THOMAS E. FLOWER MARYLOU MATAS SUZANNE C. HIXENBAUGH LAW OFFICES SAIDIS, FLOWER & LIND SA Y A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: attorney@sfl-Iaw.com www.sfl-Iaw.com CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL April 21, 2008 Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Re: The Estate of Eugene W. LaRocca, Sr. File No. 21-07-0157 Date of Death: February 9, 2007 Dear Ms. Strasbaugh: Enclosed are the Supplemental Inheritance Tax Return (the "Return") for The Estate of Eugene W. LaRocca, Sr. and a copy of the Return to be time-stamped and returned to me in the enclosed self-addressed stamped envelope. Also enclosed are two checks. One check is in the amount of $864.50 to cover the additional inheritance taxes due and the other is a check in the amount of$15.00 to cover the filing fees. If you have any questions or comments, please call. Sincerely, SAIDIS, FLOWER & LINDSAY C") (~~ JJ~ Seker Paralegal -:"'1 '__...J (j r~". ..- "we :n ["") <...~J- '-)',) :.:>~ ~ ;~:.:~ ~ :::: (. (,.j i-I ~>:-'i c5 r~l !~) "-,1 Enclosures JS ::D -,'. --j 'J )> +- c:>