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Home My WebLink About04-0257 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of MARGARET RITA DeSTEFANO also known as , Deceased Pet~tloner(s), who m/are18 years of age or older app~y0es) for (?l~W.-['r,, -~r~ ~.9~rt COMPLETE 'A" OR 'a" BELOW ) ~,uiT~br~;i~r~d CO, PA [] A Probate and Grant of Letters and aver that Pebt~oner(s) ~s the executor named in the Last Wdl of the Decedent, dated May `17~ 1973 and cod~cd(s) dated N/A State relevant cJrcumstances, e g, renunciation, death of executor, etc Except as follows, Decedent d~d not marry, was not d~vorced, and d~d not have a chdd born or adopted after execubon of the documents offered for probate, was not the wcbm of a kdhng and was never adjudicated incompetent B Grant of Letters of Adm~mstrahon (c t a. d b n c [ a pendente I~te, durante absenaa, durante rmnontate) Pebboner(s) after a proper search has/have ascertmned that Decedent left no Wdl and was survived by the following spouse (if any) and heirs Name Relationship Residence (COMPLETE IN ALL CASES ) Attach add~bonal sheets ~f necessary Decedent was dom~cded at death In Cumberland County, Pennsylvama, w~th h~s last famdy or pnnc~pal residence at 304 April Drive~ Camp Hill Borough, Cumberland County, PA 170`11 Decedent, then 87 years of age, d~ed February 23~ 2004, at Holy Sprat Hospital~ East Pennsboro Townsh~p~ Cumberland County, PA Decedent at death owned property w~th esbmated values as follows (If dom~cded in PA) All personal property $145,000 00 (If not dom~cded In PA) Personal property ~n Pennsylvama $. (If not dom~cded m PA) Personal property ~n County $. Value of real estate m Pennsylvama $. Total $145.000.00 Real Estate mtuated as follows I . S~gnatur/~ Wherefore, Pebboner(s) respectfully request(s) the probate of the last Wdl and Cod~cd(s) presented with th~s Pebhon and the grant of letters ~n the appropnate form to the undermgned Typed or pnnted name and residence Catherine Lorraine Stutzman 354 Regent Street Camp Hill, PA t70'1t VcJ ' 0,") pu~JJeqgLIl"iO O0. Ot~/ 9t ~W ~. j.o ~,g~JO pepJoos,~ Oath of Personal Representabve Commonwealth of Pennsylvama County of Cumberland The Pehboner(s) above-named swear(s) and affirm(s) that the statements ~n the foregoing Pet~bon are true and correct to the best of the knowledge and behef of Pebt~oner(s) and that, as personal representative(s) of the Decedent, Pebboner(s) wdl well and truly adm~mster the estate according to law Sworn to and affirmed andcsubscnbed before me this ~.~'..- ' .d~y'~f Catherine Lorraine Stutzm Estate of Margaret R~ta DeStefano , Deceased No also known as Social Secunty No 186-09-7313 Date of Death February 23, 2004 AND NOW, .,'~/2/~<~// /,~' .2003, ~n cons~derabon of the Petition on the reverse s~de hereon, sabsfactory proof hawng been presented before me, ; IT IS DECREED that Letters ~"l'estamentary [] of Administration Cathenne Lorraine Stutzman ~n the above estate and that the ~nstrument(s), if any, dated May t7, 1973 described ~n the Petition be admitted to probate and filed of record as the last Wdl of D?c-~dent FEES Letters Short Certificate(s) Renunc~ahon Affidawt ( ) Extra Pages ( ) Codicil JCP Fee Inventory & Tax Forms Other TOTAL Attorney ID No Address Telephone DATE FILED V~cky Ann Tnmmer, Esquire 49679 3401 North Front Street Harrisburg, PA 17110-0950 717-232-5000 .,"~_~. /~/. ~,~?/ Register of Wills of Cumberland County, Pennsylvania OATH OF NON-SUBSCRIBING WITNESS Estate of also known as Margaret Rmta DeStefano , Deceased Howell C Mette a subscriber hereto, being duly qualified according to law, deposes and says that she was familiar with the smgnature of Margaret Rata DeStefano , testatrix of the presented herewith, and that such subscriber believes the signature on the wmll ms in the handwrmtlng of Margaret Rmta DeStefano to the best of such subscriber's knowledge and belief Sworn to or affirmed, and subscrzbed before me tnl~,/~/~ day of Notan~l Seal Tina L Ot~, Notary PIJUIC Susquehanna Twp, Daut~n Coun~ My Commissmn F_x~ms Sept. 14, 2006 (Address) 393882vl Register of Wills of Cumberland County, Pennsylvania OATH OF NON-SUBSCRIBING WITNESS Estate of also known as Margaret Rlta DeStefano , Deceased a subscriber hereto, being duly quallfmed accordmng to law, deposes and says that she was fammllar wzth the signature of Margaret Rata DeStefano , testatrmx of the wmll presented herewmth, and that such subscriber belmeves the smgnature on the wmll ms mn the handwriting of Margaret Rlta DeStefano to the best of such subscriber's knowledge and belief - ~ (Smgn~ture) (Address) Sworn to or affmrmed and subscribed before me thms /~ 7-/Z day of /.~/.~ ~ , ~oo~ 393882vl 'HI05805 REV 9/86 Th~s Is to cemfy that the ~nformauon here given ~s correctly copied from an original cernficate of death duly filed with me as Local Registrar The original certificate will be forwarded to the State V~tal Records Office for permanent fihng WARNING. It is illegal to duphcate this copy by photostat or photograph. Fee for this ceruficate, $2 00 , P 9964075 No Local Registrar FEB 0 2004 Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH 87 Y'" Cumberland t 11-3-1916 zOim Thoz East Pennsboro 304 April Drive RESIDENCE Camp Hill, PA 17011 ~o~,,~,) White SURVIVING S~OUSE Frank E. Isaac Mildred Yost February 26, 200l LAST WILL AND TESTAMENT MARGARET RITA DeSTEFANO I, MARGARET RITA DeSTEFANO, of 3 Maryland Circle, Whitehall,. Lehigh County, Pennsylvania, being of sound and disposing mind an~ memory, do make, ~ublish ~nd declar~ 'thi~ to be my Last Will and Testament, hereby revoking all prior Wills and Codicils by me at any time made. FIRST: I d~rect that my just debts, expenses of my last ~llness and funeral expenses, shall be ~ald from my estate, as soon as practicable after my decease, as part of the administration of my estate and I direct that my bur~al 'shall take place at my burial plgt'at the Evergreen Cemetery, Mauch Chunk, Pennsylvania. SECOND: -I direct that the rest, residue and remainder of my estate,'whether real, personal or mixed, and wherever situate, and including an~,proceeds that may be payable to my estate by reason of my death or otherwise, be converted into cash and divided equally among my three children, Catherine Lorraine Stutzman, M~ldred Irene Yost and Vincent Anthony DeS. tefano, per capita and not per stirpes. In the event any of my three children, named above, predeceases me, I d~rect that any share which would have passed to him or her be divided among those of my said three children still l~ving at the time o~ my decease. Particular items of household a~d*personal effects may be divided among~such children as they may desire rather than be sold. / I nominate, constitute and appoint m~ son, Vincent Anthony DeStefano, Executor of this my Last Will and Testament, and direct that he sha~l not be'rgquired to pgst bond or enter security in any jurisdIction in which he m~y act. In the event that my said son is u~able or refuses to act, I appoint my daughter, Catherine Lorra%n.e Stu~zman, the Executrix of this my Last Will and Testament, and direct that she shall not be required to post bond or enter security in any jurisdfction in" which she may act. FOURTH: No interest of any beneficiary under this Will or any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation. FIFTH: In addition to powers given him by law, my Executor, which term shall include his successors, shall have the following powers, applicable to all property held by him, effective without court order and until actual distribution: (a) To retain ~ny property received by him, including the stock of any corporate fiduciary acting hereunder; (b) To sell real estate and personalty for any purpose, for such pric~s and on such' terms as he deems proper, without liability on the purchasers to see to application of the purchase moneys; (c) To compromise controversies; (d) TO distribute in cash or kind or both at such valuations as he may fix; (e) To hold investments in the name of a nominee; (f) ,To invest in all forms of property without restriction to investments authorized to f~duclaries; C (g) ~o allocate items of receipt o~ disbursement between income and principal as he deems equitable regardless of the character 'g~ven such ~tems by~ law; (h) To apply income or principal ~o which any bene- ~ ficiary ls entitled directly for his or her comfort, maintenance, support and educ~tioh should he deem such beneficiary incapable of ~eceivlng the same, or to pay the same to such person as he may select to disburse it, whose receipt shall be a complete acquittance therefor, without the intervention of any guardian; (i) To assume continuance of the status of any bene- fic~ary with reference to marriage, divorce, ~llness, incapacity or other change an the absence of info, rmatlon deemed reliable without liability for d~sbursements made on. such assumption; (~) To incur and pay the~,ordi~ar~ and n~cess~ry expenses of administration~ applic~ab~l,e to my estate; and, (k) To do all other acts 'in his ]udc_rment necessary or desirable for the proper and adva~t, ageous management, ment and d~st~ibut~on 6f my estate. invest- ELEVENTH: Ail administration expenses, taxes, interest a~d. penalt~es thereon payable by reason of my death w~th respect to property comprising my gross taxable estate, whether or not passing under this Will, shall be pa~d from the principal of my residuary estate. TWELFTH: If any legatee or dev~see shall die simul- taneously w~th me or under such c~rcumstances as to render it difficult or ~mpossible to determine who predeceased the other, hereby declare that I shall be deemed to have survived such .legatee or devisee and that this Will and all of its provisions shall be construed upon that assu~ptzon and basis. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of thzs and the three (3) preceding pages, this /~day of May, 1973. ivI~RC~RI~T RITA DeSTE~A,NO~, We, the undersigned, do certify that the foregoing Will, consisting of this and the three (3) preceding pages, was on the date thereof, by MARGARET RITA DeSTEFANO, signed, sealed, published and declared by her to be her Last W~ll and Testament, in the presence of us, who at her request, and in her presence, and in the presence of each other, do szgn the same as Wztnesses thereto thzs /~ ( SE AL ) (SEAL) day of May, 1973. Residzng at - 4 - O0. OLd 9[ ~W ~0. CERTIFICATION OF NOTICE UNDER RULE 5.6 A Name of Decedent:MARGARET RITA DESTEFANO Date of Death:.Februarv 23, 2004 Will No. To the Register: Admin. No. 2004-00257 I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on. March 31, 2004 : Name Catherine Lorraine Stutzman Mildred Irene Yost Address 354 Re ent Street Cam Hill PA 17011 301 East Russell Street St. Clair PA 17970 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date :_March 31, 2004 J Signature .Vick¥ Ann Trimmer, Esquire Name .3401 North Front Street Harrisburg, PA 17110 Address ,(717) 232-5000 Telephone Capacity: __ Personal Representative ' · :-? ~ unsm for Personal Representative Z!3: t d t-8d'~ ~- 395112vl WELTMAN, WEINBERG & gElS Co., L.P.A. ATTORNEYS AT LAW 175 South Third Street, Suite 900 Columbus, Ohio 43215 800.325.9965 614. 801.2710 www.weltman.com BURLINGTON, NJ 609.914.0437 CINCINNATI, OH 513.723.2200 CLEVELAND, OH 216.685.1000 DETROIT, M1 248.362.6100 PHILADELPHIA, PA 215.599.1500 PITTSBURGH, PA 412.434.7955 Cumberland Register Of Wills One Courthouse Square Carlisle, PA 17013 RE: Estate of Margaret Destefano CLAIM OF: Discover Bank OUR FILE NO.: 03591334 May 11, 2004 Dear Sir or Madam: This law firm represents Discover Bank in connection with its claim which we wish to file~ on our client's behalf into the estate of Margaret Destefano, deceased. Enclosed is our check in the amount of $5.00 which we understand is the filing fee for this claim. Our client's claim is based upon its account number 6011002608513321 in the amount of $1,989.00. Included with this letter is the claim form which we wish to present to this court and which we are forwarding to the attorney and/or fiduciary of this estate. It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our office and to the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings also be forwarded to the undersigned. Thank you for your cooperation in this matter. This law firm is a debt collector attempting to collect this debt for our client and any information obtained will be AJR:t >r that purpose. xdy yours, CC: Catherine L. Stutzman, Personal Representative and Vicky Ann Trimmer, Esquire Enclosure FORM 93-O.C. DIVISION IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF Margaret Destefano (Deceased) No: 21-04-257 CLAIM To the CLerk of Orphans' Court Division: Index and make proper entry in your official record of claim of Discover Bank (CLaimant) Acct. No.: 6011002608513321 in the amount of $1,989.00 against the estate of the above named decedent. This claim is filed under section 732 (b) (2) of the Fiduciaries Act of 1949 as amended. The said decedent, who resided at 354 Re~ent Street, Camp Hill, PA 17011, died on February 23, 2004. Written notice of this claim was given to Catherine/~.. Representative and Vicky Ann Trimmer, Esquire ~/~M~ Allen J Re'Lsd, ~ 175 South Th' Columbus, (3 1-800-325-9965 utzman, Personal 43215 wwr # 03591334 Subscribed and sworn before this //-z~ day of '/ - '/ //'/ NOTA ~, .-C;.~,~£,.. j ~ ..... R F~,/o 1500 EX (6-00) UJ COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 COUNTY CODE -- 2004 0257 YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER DeStefano, Margaret Rita 186-09-7313 DATE OF DEATH (MM-DD-YEAR) t DATE OF BIRTH (MM-DD-YEAR --02/23/2004 I 11/03/1916 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ['~ 1. Odginal Return [~4. Limited Estate ~ 6. Decedent Died Testate (Attach copy of Will) [----~ 9. Litigation Proceeds Received r~ 2. supplemental Return ~ 3. Remainder Return ((tare of death prmr to 12-13-82) r--~ 4a. Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required r-~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) 6, Total Number of Sate Deposit Boxes r'~ 10. spou;al Poverty Credit (date of ,%~.~ b.fw..n 12-31-m .r~ 1-~-95) [~ 11. Election to tax under Sec. 9113(A)(AttachSchO) THIS SECTION MUST BE COMPLETED. ALL cORRESPONDENCE AND ( :ONFIDENTIAL TAX'INFORMATION SHOULD BE DIRECTED TO: COMPLETE MAILING ADDRESS NAME Vicky Ann Trimmer, Esquire FIRM NAME (If Applicable) Mette, Evans & Woodside TELEPHONE NUMBER 717-232-5000 3401 N. Front Street PO Box 5950 Harrisburg, PA 17110-0950 O. 0U 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 5,074.09 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule.D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E} (5) 6. Jointly Owned Property(Schedule F) (6) [-~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 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/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 0.00 0.00 159r492.46 0.00 0.00 OFFIC[N. USE ONLY 164,566.55 8,779.24 7,213.85 15,993.09 148f573.46 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 148,573.46 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18, Amount of Line 14 taxable at collateral rate 19. Tax Due 0.00 x .00__ (15) 148f573.46 x.o45 (16) 0.00 x .12 (17} 0.00 x .15 (18) (19) 20. 0.00 6,685.81 0.00 0.00 6,685.81 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2W4645 1.O00 Decedent's Complete Address: ISTRE~ ADDRESS 304 April Drive Camp Hill STATE Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 0.00 6,351.52 334.29 0.00 0.00 (1) Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) 71p 17011-5008 6,685.81 6,685.81 0.00 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 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. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF I/I/ILLS, AGENT (5B) 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ....................... F--1 b. retain the right to designate who shall use the property transferred or its income; ......... [~ c. retain a reversionary interest; or ................................ ~ r'~ 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? ............................ [~ r-~ 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? ................................ E~ 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 beat 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 know~edge. ADORERS-354 Regent Str~t Camp Hill, PA 17011 SIGNATURE Oy.,~..RER O'~/.~/~ N R~E~ENTATIVE ADDRESS3401 N. Front Street PO Box 5950 Harrisburg, PA 17110-0950 / DATE 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. § 9916 (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 0% [72 P.S. § 9116 (a) (1.1) (ii)] The statute does not exempt 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 sidlings 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. ~W4646 1.000 REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER DeStefano, Margaret Rita 21-2004-0257 All property jointly-owned with right of survivorship must be disclosed on Schedule F, ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. $5,000 US Treasury Note 5,074.09 TOTAL (Also enter on line 2. Recapitulation) $ 5,074.09 2w4696 3000 (If more space is needed, insert additional sheets of the same size) REV-1508 EX * (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONALPROPERTY ESTATE OF FILE NUMBER DeStefano, Margaret Rita 21-2004-0257 include the )roceeds 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 M&T Bank Checking Account #3440025983 M&T Bank Savings Account #15004200825436 Waypoint Bank Checking Account #100443381 Capital Blue Cross Comcast Ginny's Refund Household& personal items Jaguar - Vehicle Settlement Reiman Publications Spiegel, Inc. Refund TV Guide The Patriot News The Week Thorne Communications Time, Inc. Travelers Insurance 3,071 51 138,789 29 5,263 99 193 29 35 55 5 15 2,000 00 9,748 40 8 49 45 00 58 04 53 10 11 57 6 00 25.08 178.00 159,492.46 TOTAL (Also enter on line 5, Recapitulation) 2W46AD 2.000 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (%97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER DeStefano, Margaret Rita 21-2004-0257 Debts of decedent must be reported on Schedule [. ITEM NUMBER DESCRIPTION AMOUNT 2 3 4 5. 6. 7. 8 9 FUNERAL EXPENSES: Good Shepherd Fr. Helwig & Organist Cremation Society Flowers by Vickrey Tomstone Engraving ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State __ Zip Year(s) Commission Paid: Attorney Fees Name: Mette, Evans & Woodside 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 Probate Fees Accountant's Fees Tax Return Preparer's Fees Rodale Books - postage for returned book M&T Bank - close out credit line Travelers Insurance - certified mail receipts and returned check request 150.00 157.80 84.80 65.00 O.00 8,000.00 0.00 275.00 0.00 0.00 2.68 35.00 8.96 TOTAL (Also enter on line 9, Recapitulation) $ 8,7 7 9.2 4 2W46AG 2.000 (if more space is needed, insert additional sheets of same size) REV-1512 EX + (1-97) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGELIABILITIES,& LIENS ESTATEOF FILENUMBER DeStefano, Margaret Rita 21-2004-0257 Include unreimbursed medical expenses, ITEM NUMBER 2 3 4 5 6 7 8 9 10 12 13 14 15 16 DESCRIPTION AT&T - long distance telephone Bedford Fair Boscov's, Account #003821595 Camp Hill Personal Taxes Chadwick's Discover Figi's Inc. - Customer #007913973 PA American Water PA Waste Management - trash PP&L - Electric ~Spiegel Susquehanna Internal Medicine Swiss Colony UGI - gas Verizon - local telephone Victoria's Secret TOTAL (Also enter on line 10, Recapitulation) iS AMOUNT 49.11 464.31 1,890.83 4.90 459.56 1,989.00 165.65 24.81 40 74 93 10 1,166 56 79 83 52 83 552 62 31.15 148.85 7,213.85 2W46AH 2.000 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF DeStefano, Margaret Rita FILE NUMBER 21-2004-0257 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLEDISTRIBUTIONS[includeoutrights~usaldistributions, andtransfers underSec. 9116(a)(1.2)] Stutzman, Catherine L. 354 Regent Street Camp Hill, PA 17011 Yost, Mildred I. RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Daughter 301 East Russell Street St. Clair, PA 17970 AMOUNT OR SHARE OF ESTATE 74,286.73 74,286.73 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 II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 2W46A11000 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT O__F MARGARET RITA DeSTEFANO I, MARGARET RITA DeSTEFANO, of 3 Maryland Circle, Whitehall, Lehigh County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all prior Wills and Codicils by me at any time made. FIRST: I direct that my just debts, expenses of my last illness and funeral expenses, shall be paid from my estate, as soon as practicable after my decease, as part of the administration of my estate and I direct that my burial shall take place at my burial plot at the Evergreen Cemetery, Mauch Chunk, Pennsylvania. SECOND: I direct that the rest, residue and remainder of my estate, whether real, personal or mixed, and wherever situate, and including any proceeds that may be payable to my estate by reason of my death or otherwise, be converted into cash and'divided equally among my three children, Catherine Lorraine Stutzman, Mildred Irene Yost and Vincent Anthony DeStefano, per capita and not per stirpes. In the event any of my three children, named above, predeceases me, I direct that any share which would have passed to him or her be divided among those of my said three children still living at the time of my decease. Particular items Of household and personal effects may be divided among such children as they may desire rather than be sold. T~IRD: I nominate, constitute and appoint my son, Vincent Anthony DeStefano, Executor of this my Last Will and Testament, and direct that he shall not be required to post bond or enter security in any jurisdiction in which he may act. In the event that my said son is unable or refuses to act, I appoint my daughter, Catherine Lorraine Stutzman, the Executrix of this my Last Will and Testament, and direct that she shall not be required to post bond or enter security in any jurisdiction in which she may act. FOURTH: No interest of any beneficiary under this Will or any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation. FIFTH: In addition to powers given him by law, my Executor, which term shall include his successors, shall have the following powers, applicable to all property held by him, effective without court order and until actual distribution: (a) To retain any property received by him, including the stock of any corporate fiduciary acting hereunder; (b) To sell real estate and personalty for any purpose, for such prices and on such terms as he deems proper, without liability on the purchasers to see to application of the purchase moneys; (c) To compromise controversies; (d) To distribute in cash or kind or both at such valuations as he may fix; (e) To hold investments in the name of a nominee; (f) To invest in all forms of property without restriction to investments authorized to fiduciaries; - 2 - (g) To allocate items of receipt or disbursement between income and principal as he deems equitable regardless of the character given such items by law; (h) To apply income or principal to which any bene- ficiary is entitled directly for his or her comfort, maintenance, support and education should he deem such beneficiary incapable of receiving the same, or to pay the same to such person as he may select to disburse it, whose receipt shall be a complete acquittance therefor, without the intervention of any guardian; (i) To assume continuance of the status of any bene- ficiary with reference to marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumption; (j) To incur and pay the ordinary and necessary expenses of administration applicable to my estate; and (k) To do all other acts in his judgment necessary or desirable for the proper and advantageous management, invest- ment and distribution of my estate. ELEVENTH: All administration expenses, taxes, interest and penalties thereon payable by reason of my death with respect to property comprising my gross taxable estate, whether or not passing under this Will, shall be paid from the principal of my residuary estate. TWELFTH: If any legatee or devisee shall die simul- taneously with me or under such circumstances as to render it difficult or impossible to determine who predeceased the other, I hereby declare that I shall be deemed to have survived such - 3 - legatee or devisee and that this Will and all of its provisions shall be construed upon that assumption and basis. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of this and the three (3) preceding pages, this /~day of May, 1973. We, the undersigned, do certify that the foregoing Will, consisting of this and the three (3) preceding pages, was on the date thereof, by MARGARET RITA DeSTEFANO, signed, sealed, published and declared by her to be her Last Will and Testament, in the presence of us, who at her request, and in her presence, and in the presence of each other, do sign the same as witnesses thereto this /~ day of May, 1973. Date of Death: 02/23/2004 Valuation Date: 02/23/2004 Processing Date: 05/18/2004 Shares Security or Par Description 5000 UNITED STATES TREASURY NT (9128277M8) OTC DTD: 02/2S/2002 Mat: 02/29/2004 3% 02/23/2004 Int: 08/31/2003 to 02/23/2004 Estate Valuation High/Ask Low/Bid 100.03125 100.03125 A/B Estate of: Margaret DeStefano Account: 12084.1 Report Type: Date of Death Number of Securities: 1 File ID: destefano Mean and/or Div and Iht Security Adjustments Accruals Value 100.031250 5,001.56 72.53 Total Value: Total Accrual: Total: $5,074.09 $72.53 $5,001.56 Page 1 This report was produced with EstateVa!, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com, tRevision 7.0.2) 499 Mitchell Road, Millsboro, DE 19966 Mail Code 501-120 Mette, Evans & Woodside Attorneys At Law 3401 North Front Street PO Box 5950 Harrisburg, PA 17110-0950 Re: Estate of Margaret Rita DeStefano Social Security: 186-09-7313 Date of Death: February 23, 2004 Phone (302) 934-2909 F ax (302) 934-2955 April 6, 2004 Dear Sir or Madam: Per your inquiry dated March 31, 2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the fbllowing: I. Type of Account Checking Account Account Number 3440025983 Ownership (Names oJ) Margaret DeStefano Opening Date 12/15/88 Balance on Date of Death $3,071.51 Accrued Interest $ O. O0 Total $3,071.51 2. Type of Account Savings Account Account Number 15004200825436 Ownership (Names oJ) Margaret DeStefano Opening Date 01/24/90 Balance on Date of Death $138,689. I3 Accrued Interest $ 100.16 Total $138, 789.29 For further account information, closures and/or reimbursement of funds please call the Trindle Road Office at #? 17-737-2308. ~e were unable to locate any safe deposit box for the above-mentioned decedent. Records Management LOOK FOR US. W6'LL {SIET YOU THtER6. 4/9/2004 METTE EVANS & WOODSIDE 3401 N FRONT ST PO BOX 5950 HARRISBURG PA 17110-0950 The information which you requested on the account(s) of MARGARET DESTEFANO (Social Security Number 186-09-7313 ) is/are as follows: Account Number 100443381 Class of Account CHECKING Date Opened 082602 Principal Balance 5263.95 Accrued Interest .04 Balance at Date of 5263.99 Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership 082602 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested Si~ncer.~e!y, ~, ~ , , SENIOR SERVICES REP. P.O. Box 171 I, HARRISBUR(5, PENNSYLVANIA 17105-1711 Toll I=Pe~ 1-866~WAYPOINT (I-866-9139-7646) - IN YORK ARC=A 717/81~;-4500 · www.wagpointbank.com 421 Landmark Drive A p p a r e I Wilmington, IV. C. 28410-0001 www. bedfordfair, corn C1 Estate of Margaret Destefano 304 April Dr Camp Hill, PA 17011 May 05, 2004 To Whom it may concern: Account Number: 700568082 We would like to extend our deepest sympathy for the loss of Margaret Destefano. We would like to close the Margaret Destefano account as soon as possible. The account balance is $464.31. It would be greatly appreciated, if you could send our company a check for $464.31 to pay the remaining account balance for Margaret Destefano, and a copy of the death certificate so that we may close the account. Thank you for your consideration. If you have any questions, please contact me at 1-800-362-8415. Sincerely, Patricia Barton Account Maintenance Analyst Credit Department 25% OFF HOSIERY EVENT March 25 - April 4, 2004 Buy 12 pairs of hosiery and get your 13th pair freel Stock up howl ~~'~- This sale only happens three times a yearl boscovstravel.com Gl CLUSIVE When you book your Royal Caribbean Bermuda or Caribbean Cruise with Boscov's Travelcenter Receive a $50 per cabin credit for shipboard purchases or towards an on-board spa experience. Choose 6 or 8 night itineraries to Bermuda on "Empress of the Seas" or 6 different itineraries to the Caribbean on "Grandeur of the Seas." Offer valid on new bookings between March 5 and April 5, 2004 for travel between Ma'/an8 October 2004. o~/o~/o~ 3,175 03/31/04 90.00 MARGARET R DESTEFANO 304 APRIL DRIVE CAMP HILL PA 17011-5008 I,,,llh,,llh,,,,,Ih,,Ihhhlh,,Ih,,h,hlh,,,h,h,lhl REGULAR CREDIT PLAN (10) 02/12/04 CAMP HILL 54512160 BRA & BODY FASH 11.17 02/12/04 CAMP MILL 451.'~2108 FASHION JE'k/ELRY 28.62 MAJOR PURCHASE PLAN (20) PAYMENTS 02/11/04 CORP 00000545 PAYHENT - THANK YOU -100.00 1,863.47 X 1.750Y. = )2.BS 21 .BY, .00 O.%/)l/O~q 90.00 THE MORE YOU SHOP, THE MORE YOU SAVE...EARN UP TO 4~ IN REBATES! YOU HAVE &40.O0 IN QUALIFYING PURCHASES AND YOU ONLY NEED TO PURCHASE {460.00 TO START EARNING REBATES. THANK YOU FOR TAKING ADVANTAGE OF OUR MAJOR PURCHASE PLAN. WE HAVE TEMPORARILY EXTENDED YOUR AVAILABLE CREDIT TO ~$175.00 . Please be sure BOSCOV'S address shows through Envelope Window. Address Change (Please make changes on reverse side.) Account #: 003821595 Due Date: 03/31/0~ Amount Due: 90. oo Balance Amt: 1,89o. 83 Payment $ MARGARET R DESTEFANO 304 APRIL DRIVE CAMP HILL PA 17011-5008 PO BOX 13700 PHILADELPHIA PA 19191-0002 h,,llhh,,,,llh h,,,,llll,,,Ih,,Ih,,,,hlh,,ll I 0038215957 0189083 0009000 WORLD FINANCIAL NETWORK NATIONAL BANK FAMILY OF MARGARET R DESTEFANO 354 REGENT ST CAMP HILL, PA 170]] April 23, 2004 145-109-328 Dear Family: Thank you for contacting our office regarding Margaret R Destefano's account. Based on the information you have provided us, please be assured we have permanently closed the account. The balance due on the account is $459.56. We understand that this is a difficult time for you; therefore, your assistance is greatly appreciated. Please forward payment or any information regarding the estate that may exist to: Chadwicks P.O. Box 18212l San Antonio, TX 43218-2121 Additionally, if we can be of further assistance, contact us at 1-614-729-3098. please feel free to Sincerely, Customer Service Department c038 3936 WORLD FINANCIAL NETWORK NATIONAL BANK, PO BOX 182125 COLUMBUS OH 43218-2125 WELTMAN, WEINBERG & REIS Co., L.P.A. ATTORNEYS AT LAW 175 South Third Street, Suite 900 Columbus, Ohio 43215 800.325.9965 614. 801.2710 www.weltman.co m BURLINGTON, NJ 609.914.0437 CINCINNATI, OH 513.723.2200 CLEVELAND, OH 216.685.1000 DETROIT, MI 248.362.6100 PHILADELPHIA, PA 215.599.1500 PITTSBURGH, PA 412.434.7955 May 11, 2004 Cumberland Register Of Wills One Courthouse Square Carlisle, PA 17013 RE: Estate of Margaret Destefano 'CLAIM OF: Discover Bank OUR FILE NO.: 03591334 Dear Sir or Madam: This law firm represents Discover Bank in connection wi~h its claim which we wish to file on our client's behalf into the estate of Margaret Destefano, deceased. Enclosed is our check in the amount of $5.00 which we understand is the filing fee for this claim. Our client's claim is based upon its account number 6011002608513321 in the amount of $1,989.00. Included with this letter is the claim form which we wish to present to this court and which we are forwarding to the attorney and/or fiduciary of this estate. It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our office and to the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings also be forwarded to the undersigned. Thank you for your cooperation in this matter. This law firm is a debt collector attempting to collect this debt for our client and any information obtained will be AJR:t )r that purpose. rely yours, CC: Catherine L. Stutzman, Personal Representative and Vicky Ann Trimmer, Esquire Enclosure FIGI'S INC. · MARSHFIELD, WISCONSIN 54404 · (715) 387-6311 Good 08 ******* ** MIXED AADC 544 ESTATE OF MARGARET DESTEFANO 504 APRIL DR CAMP HILL PA 17011 03/29/2004 030-TD Customer ~007913975 Your balance is $165.65 Of which $110.qfi is past due Despite several reminders, we still have not received payment of your past-due account. Please refer to the amount due indicated above. If your records agree, please mail a check for the past-due amount . today. If there is a problem, please write letter to do so. · today. Use the back of this Sincerely, Collection Department Figi's Inc. A late payment charge of 5 percent per annum may be assessed on the amount due if not received by the due date. PLEASE DETACH AT DOTTED LINE AND RETURN BOTTOM PORTION WITH PAYMENT. 03/29/2004 050-TD Customer ~007915973 ESTATE OF MARGARET DESTEFANO 304 APRIL DR PAST DUE TOTAL CAMP HILL PA 17011 INVOICE # BALANCE BALANCE 18971-0030 D $110.q4 $165.65 TO: FIGI'S INC. MARSHFIELD, WI (715)387-6511 Pay this amount to pay the past due portion Pay this amount to pay the entire account $110.qq Amount enclosed $ $165.65 ,;E$SING CENTER · ~204 /ETHPAGE, NY 11804 Statement Date: 03/25/2004 Account Number: 5770 9155 0032 9833 To avoid a finance charge on pumhases, pay the entire new balance by the due date. : Write In AmOunt NeW Balance M!nimum AmoUnt DUe payment Due Date : Of Payment EncloSed $1,166.56 $70.00 NOW DUE $ [] New Address or email? Print on back. Send Payments to: CARD PROCESSING CENTER P.O. BOX 5811 HICKSVILLE, NY 11802 MARGARET R DESTEFANO 354 REGENT ST CAMP HILL PA 17011-2826 518q 577091550032983300007000001166567 To make payment by mail, make checks payable to Card Processing Center and insert with the top portion in the enclosed envelope. Be sure to include your account number on the check and the mailing address shows through the envelope window. Spiegel 'Charge Account Number: 5770-9155-0032-9833 Closing Date: 03-25-2004 Total New Balance: $1,166~;6 Minimum Payment: $70.00 Past Due Amount: $35.00 Payment Due Dale: NOW DUE Account Summary: Previous FINANCE Payments Purchases Total New Balance CHARGE and Credits and Charges Balance $1,114.80 $16.70 $o.oo $35.00 $1,166.06 Credit Limit $9,570 Available Credit NONE Finance Charge Summary: Average Dally No. Days Finance Nominal ANNUAL Daily Bal. Per. Rate In Cycle Charge APR PERCENTAGE P u mhase Balance $1,119,62 0.05163% 29 $16.76 18.90% RATE Cash Balance $0.00 0,05163% 29 $0.00 18.90% 18.90% Aooount AotivJty: Date Reference Number 03-22-2004 Activin/Transaction Description LATE FEE Transaction Tatal $35.00 THIS IS A REMINDER THAT YOUR ACCOUNT IS ONE PAYMENT PAST DUE. IF YOUR PAYMENT WAS MAILED, PLEASE DISREGARD THIS NOTICE. Note: See other side for important infom'mation, including the Customer Service telephone number. 6488 000l :~TO I 7 18 0r+032~; C D Page ! cT 1 9Z50 0000 S189 0].AB6~,88 518~ 1112 7TH AVENUE MONROE WI 53566-1364 Estate of MS MARGARET DESTEFANO 3O4 APRIL DR CAMP HILL PA 17011-5008 6918002988qA 03/26/2004 Dear Sir / Madam; We have recently been notified of the death of MS MARGARET DESTEFANO Our sympathy is extended to you on your loss. ' We need to receive a copy of the death certificate and the name of the attorney handling this estate, so that we may file a claim for account 6918002988~A, which has a balance due of ~55.8~. Please use the enclosed envelope for your reply. We appreciate your assistance in this matter. Very Truly Yours, THE SWISS COLONY Credi± Department DD Enc. WORLD FINANCIAL NETWORK NATIONAL BANK FAMILY OF MARGARET DESTEFANO 354 REGENT ST CAMP HILL, PA 1701l Apri) 23, 2004 256-802-026 Dear Family: Thank you for contacting our office regarding Margaret Bestefano's account. Based on the information you have provided us, please be assured we have permanently closed the account. The balance due on the account is $148.85. We understand that this is a difficult time for you; therefore, your assistance is greatly appreciated. Please forward payment or any information regarding the estate that may exist to: Victoria's Secret P.O. Box 182121 San Antonio, TX 43218-2121 Additionally, if we can be of further assistance, please feel free to con~act us at 1-614-729-5016. Sincerely, Customer Service Department c038 3935 WORLD FINANCIAL NETWORK NATIONAL BANK, PO BOX 182125 COLUMBUS OH 43218-2125 Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Marga¢,.et,Rita DeStefano No. 21-04-0257 also known as '04 i'lfiY 27 '"~ ;.,, :]7 Date of Death Februar)/23, 2004 , Deceased Social Security No. 186-09-7313 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. INVe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: I.D. No.: Address Telephone: Vick¥ Ann Trimmer, Esquire 49679 3401 N. Front Street, PO Box 5950 Harrisbur~h PA 171 '10-0950 Personal Representative: Catherine Lorraine Stutzman DESCRIPTION $5,000 us Treasury Note Accrued interest M&T Bank Checking Account#3440025983 M&T Bank Savings Account #15004200825436 Accrued interest Waypoint Bank Checking Account #100443381 Accrued interest Household items and personal property Various Refunds Jaguar - Settlement Proceeds for vehicle TOTAL: VALUE $ 5,001.56 72.53 $ 3,071.51 $ 138,689.13 $ 100.16 $ 5,263.95 $ .04 $ 2,000.00 $ 619.24 $ 9,748.40 $ t64:566.52 (Attach Additional Sheets If Necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. 500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, Pa 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 COUNTY CODE -- 2004 0257 YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER DeStefano, Margaret Rita 186-09-7313 DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RET[JRN MUST BE FILED IN DUPLICATE WITH THE -'02/23/2004 I 11/03/1916 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER -- 1. Original Return ~--~4. Limited Estate ~ 6. Decedent Died Testate (Attach copy of Will) [--"~ 9. Litigation Proceeds Received ~ 2. Supplemental Return [~ 3. Remainder Return (date of death prior to 12-13-82} [---"~ 4e. Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required ['--'-~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) __ 8. Total Number of Safe Deposit Boxes [~ 10. SpouSal Poverty Credit (date of death between 12-31-91 ar~ 1-1-95) [-~ 11. Election to tax under Sec. 9113(A)(Attach Sch O) THIS SECTION MUST BE COMPLETED. ALL cORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Z z O NAME Vicky Ann Trimmer, Esquire FIRM NAME (If Applicable) Mette, Evans & Woodside TELEPHONE NUMBER 717-232-5000 COMPLETE MAILING ADDRESS 3401 N. Front Street PO Box 5950 Iqarrisburg, PA 17110-0950 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) ---]Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8, Total Gross Assets (total Lines 1-7) 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) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable end Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 0. OO 5,074.0'9 0.00 0.00 159~492.46 0.00 0.00 OFFICIAL USE ONLY (8) 164,566.55 8,779.24 7,213.85 (11) 15,993.09 (12) 148~573.46 0.00 148,573.46 (13) 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 0 . 0 0 rate, or transfers under Sec. 9116 (a)(1.2) x .00 (15) 16. Amount of Line 14 taxable at lineal rate 148 f573.46 x ,0zj 5 (16) 17. Amount of Line 14 taxable at sibling rate 0.O0 x.12 (17) 18. Amount of Line 14 taxable at collateral rate 0 . O0 x .15 (18) 19. Tax Due (19) 0.00 6,685.81 0.00 0.00 6,685.81 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH 2w46451.000 Decedent's Complete Address: S~E~ ADDRESS 304 April Drive Cl~ Camp Hill STATE ~P PA 17011-5008 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 334,29 Interest/Penalty if applicable D. Interest 0,00 E. Penalty 0,00 0.00 6,351.52 Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) (1) 6,685.81 6,685.81 0.00 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 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. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B). 0.00 Make Check Payable to: REGISTER OF I/I/ILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY P~OIN6 ~ "X" IN THE ~PROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No 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; ......... r-~ E~ 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? ............................ r--] r~ 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? ................................ r-~ 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 return, including accompanying sched~cles 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 O~I~RSON RESP~ (-'~ ~'~'~'O~'~oNSIB LE FOR FI/~.~;~LJ~G RETURN ,~ ~//--,~~ ¢ DATE ADDRE'~S ~54 Regent Str~qt /~ Camp Hill, PA 17011 ~ TURE ADDRESS3401 N./ Front Street PO Box 5950 Harrisburg, PA 17110-0950 DATE 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. § 9916 (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 sur~ving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)] The statute does not exempt 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 beneficJades 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. 2W4546 ~.000 REV-1503 EX+ (%97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER DeStefano, Margaret Rita 21-2004-0257 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. $5,000 US Treasury Note 5,074.09 TOTAL (Also enter on line 2, Recapitulation) $ 5,074. 09 2w4696 3000 (If more space is needed, insert additional sheets of the same size) REV-1508 EX * (1-97) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONALPROPERTY ESTATE OF FILE NUMBER DeStefano, Margaret Rita 21-2004-0257 Include the )roceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshi ~ must be disclosed on Schedule F. ITEM NUMBER 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 DESCRIPTION M&T Bank Checking Account #3440025983 M&T Bank Savings Account #15004200825436 Waypoint Bank Checking Account #100443381 Capital Blue Cross Comcast Ginny's Refund Household & personal items Jaguar - Vehicle Settlement Reiman Publications Spiegel, Inc. Refund TV Guide The Patriot News The Week Thorne Communications Time, Inc. Travelers Insurance TOTAL (Also enter on line 5, Recapitulation) VALUE AT DATE OF DEATH 3,071.51 138,789.29 5,263.99 193.29 35.55 5.15 2,000.00 9,748.40 8.49 45.00 58.04 53.10 11.57 6.00 25.08 178.00 159,492.46 2W46AD 2.000 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER DeStefano, Margaret Rita 21-2004-0257 Debt~ of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 2 3 4 5. 6. 7. 8 9 FUNERAL EXPENSES: Good Shepherd Fr. Helwig & Organist Cremation Society Flowers by Vickrey Tomstone Engraving ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EtN Number of Personal Representative(s) Street Address City State __ Zip Year(s) Commission Paid: Attorney Fees Name: Mette, Evans & Woodside 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 Probate Fees Accountant's Fees Tax Return Preparer's Fees Rodale Books - postage for returned book M&T Bank - close out credit line Travelers Insurance - certified mail receipts and returned check request 150.00 157.80 84.80 65.00 0.00 8,000.00 0.00 275.00 0.00 0.00 2.68 35.00 8.96 TOTAL (Also enter on line 9, Recapitulation) $ 8,779.24 2W46AO 2.000 (If more space is needed, insert additional sheets of same size) REV-1512 .EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER DeStefano, Margaret Rita 21-2004-0257 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 AT&T - long distance telephone Bedford Fair Boscov's, Account #003821595 Camp Hill Personal Taxes Chadwick's Discover Figi's Inc. - Customer #007913973 PA American Water PA Waste Management - trash PP&L - Electric Spiegel Susquehanna Internal Medicine Swiss Colony UGI - gas Verizon - local telephone Victoria's Secret 49.11 464.31 1,890.83 4.90 459.56 1,989.00 165.65 24.81 40.74 93.10 1,166.56 79.83 52.83 552.62 31.15 148.85 TOTAL (Also enter on line 1 0, R,=~--%nitulation) $ 7,2 13.85 2W46AH 2.000 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF DeStefano, Margaret Rita FILE NUMBER 21-2004-0257 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLEDISTRIBUTIONS[includeoutrights~usaldistributions, andtransfen underSec. 9116(a)(1.2)] Stutzman, Catherine L. 354 Regent Street Camp Hill, PA 17011 Yost, Mildred I. RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Daughter 301 East Russell Street St. Clair, PA 17970 AMOUNT OR SHARE OF ESTATE 74,286.73 74,286.73 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 II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 2W46AI 1 000 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF MARGARET RITA DeSTEFANO I, MARGARET RITA DeSTEFANO, of 3 Maryland Circle, Whitehall, Lehigh County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all prior Wills and Codicils by me at any time made. FIRST: I direct that my just debts, expenses of my last illness and funeral expenses, shall be paid from my estate, as soon as practicable after my decease, as part of the administration of my estate and I direct that my burial shall take place at my burial plot at the Evergreen Cemetery, Mauch Chunk, Pennsylvania. SECOND: I direct that the rest, residue and remainder of my estate, whether real, personal or mixed, and wherever situate, and including any proceeds that may be payable to my estate by reason of my death or otherwise, be converted into cash and divided equally among my three children, Catherine Lorraine Stutzman, Mildred Irene Yost and Vincent Anthony DeStefano, per capita and not per stirpes. In the event any of my three children, named above, predeceases me, I direct that any share which would have passed to him or her be divided among those of my said three children still living at the time of my decease. Particular items Of household and personal effects may be divided among such children as they may desire rather than be sold. THIRD: I nominate, constitute and appoint my son, Vincent Anthony DeStefano, Executor of this my Last Will and Testa/nent, and direct that he shall not be required to post bond or enter security in any jurisdiction in which he may act. In the event that my said son is unable or refuses to act, I appoint my daughter, Catherine Lorraine Stutzman, the Executrix of this my Last Will and Testa/nent, and direct that she shall not be required to post bond or enter security in any jurisdiction in which she may act. FOURTH: No interest of any beneficiary under this Will or any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation. FIFTH: In addition to powers given him by law, my Executor, which term shall include his successors, shall have the following powers, applicable to all property held by him, effective without court order and until actual distribution: (a) To retain any property received by him, including the stock of any corporate fiduciary acting hereunder; (b) To sell real estate and personalty for any purpose, for such prices and on such terms as he deems proper, without liability on the purchasers to see to application of the purchase moneys; (c) To compromise controversies; (d) To distribute in cash or kind or both at such valuations as he may fix; (e) To hold investments in the name of a nominee; (f) To invest in all forms of property without restriction to investments authorized to fiduciaries; - 2 - (g) To allocate items of receipt or disbursement between income and principal as he deems equitable regardless of the character given such items by law; (h) To apply income or principal to which any bene- ficiary is entitled directly for his or her comfort, maintenance, support and education should he deem such beneficiary incapable of receiving the same, or to pay the same to such person as he may select to disburse it, whose receipt shall be a complete acquittance therefor, without the intervention of any guardian; (i) To assume continuance of the status of any bene- ficiary with reference to marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumption; (j) To incur and pay the ordinary and necessary expenses of administration applicable to my estate; and (k) To do all other acts in his judgment necessary or desirable for the proper and advantageous management, invest- ment and distribution of my estate. ELEVENTH: Ail administration expenses, taxes, interest and penalties thereon payable by reason of my death with respect to property comprising my gross taxable estate, whether or not passing under this Will, shall be paid from the principal of my residuary estate. TWELFTH: If any legatee or devisee shall die simul- taneously with me or under such circumstances as to render it difficult or impossible to determine who predeceased the other, I hereby declare that I shall be deemed to have survived such - 3 - legatee or devisee and that this Will and all of its provisions shall be construed upon that assumption and basis. IN WITNESS W~EREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of this and the three (3) preceding pages, this /~day of May, 1973. We, the undersigned, do certify that the foregoing Will, consisting of this and the three (3) preceding pages, was on the date thereof, by MARGARET RITA DeSTEFANO, signed, sealed, published and declared by her to be her Last Will and Testament, in the presence of us, who at her request, and in her presence, and in the presence of each other, do sign the same as thereto this /~ day of May, 1973. witnesses Date of Death: 02/23/2004 Valuation Date: 02/23/2004 Processing Date: 05/18/2004 Estate Valuation 2) Shares Security or Par Description High/Ask Low/Bid 5000 UNITED STATES TREASURY NT (9128277M8) OTC DTD: 02/28/2002 Mat: 02/29/2004 3% 02/23/2004 Iht: 08/31/2003 to 02/23/2004 100.03125 t00.03125 A/B Estate of: Margaret DeStefano Account: 12084.1 Report Type: Date of Death Number of Securities: 1 File ID: destefano Mean and/or Div and Iht Security Adjustments Accruals Value 100.031250 5,001.56 72.53 Total Value: Total Accrual: Total: $5,074.09 $72.53 $5,001.56 Page 1 This report was produced 'with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.2) 499 Mitchell Road, Millsboro, DE 19966 Mail Code 501-120 Mette, Evans & Woodside Attorneys At Law 3401 North Front Street PO Box 5950 Harrisburg, PA 17110-0950 Re: Estate of Margaret Rita DeStefano Social Security: ]86-09-73]3 Date of Death: February 23, 2004 Phone (302) 934-2909 F ax (302) 934-2955 April 6, 2004 Dear Sir or Madam: Per your inquiry dated March 31, 2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the fbllowing: 1. Type of Account Checking Account Account Number 3440025983 Ownership (Names oJ) Margaret DeStefano Opening Date ] 2/15/88 Balance on Date of Death $3,071.51 Accrued Interest $ O. O0 Total $3,07 I. 51 2. Type of Account Savings Account Account Number 15004200825436 Ownership (Names oJ) Margaret DeStefano Opening Date 01/24/90 Balance on Date of Death $138,689.13 Accrued Interest $ 100.16 Total $138, 789. 29 For further account information, closures and/or reimbursement of funds please call the Trindle Road Office at #717-73%2308. We were unable to locate any safe deposit box for the above-mentioned decedent. Records Management LOOK FOR US. WE'LL (SET YOU THERE. 4/9/2004 METTE EVANS & WOODSIDE 3401 N FRONT ST PO BOX 5950 HARRISBURG PA 17110-0950 The information which you requested on the account(s) of MARGARET DESTEFANO (Social Security Number 186-09-7313 ) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established 100443381 CHECKING 082602 5263.95 .04 5263.99 SOLE 082602 Additional Information Requested Sincer~ely .... SENIOR SERVICES REP. P.O. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711 Toll Fr~ 1-866-WAYPOINT (1-866-9E9-7646) · IN YORK AREA 717/815-4500 - vvww.wagpointbank.com 421 Landmark Drive Wilmington, N.C. 28410-0001 www. bedford fair. corn .L · 202 C1 Estate of Margaret Destefano 304 April Dr Camp Hill, PA 17011 May 05, 2004 To Whom it may concern: Account Number: 700568082 We would like to extend our deepest sympathy for the loss of Margaret Destefano. We would like to close the Margaret Destefano account as soon as possible. The account balance is $464.31. It would be greatly appreciated, if you could send our company a check for $464.31 to pay the remaining account balance for Margaret Destefano, and a copy of the death certificate so that we may close the account. Thank you for your consideration. If you have any questions, please contact me at 1-800-362-8415. Sincerely, Patricia Barton Account Maintenance Analyst Credit Department 25% OFF HOSIERY EVENT March 25 -April 4, 2004 Buy 12 pairs of hosiery and get yaur 13th pair freel Stock up howl This sale only happens three times a yearl $50 e boscovstTavel.com GIFT EXCLUSIVE When you book your P. oyal Caribbean Bermuda or Caribbean Cruise with Boscov's Travelcenter Receive a $50 per cabin credit for shipboard purchases or towards an on-board spa experience. Choose 6 or 8 night itineraries to Bermuda on "Empress of the Seas" or 6 different itineraries to ~e Caribbean on "Grandeur of the Seas." Offer valid on new bookings between March 5 and April 5, 2004 for travel beh, veen May on~30clober 2004. [~~ 0058215~5 I~~ o5/o5/o~ ~,890.85 5,175 05151106 90.00 MARGARET R DESTEFANO 304 APRIL DRIVE CAMP HILL PA 17011-5008 I,,,111,,,111,,,,,,11,,,11,1,1,11,,,11,,,I,,I,I1,,,,I,,I,,11,1 REGULAR CRC-~ PLAN (10) 02/12/04 CAMP HILL 36512160 BRA & BODY FASH 11.17 02/12/0q CAMP HILL 45132108 FASHION JEWELRY 28.62 MAJOR PURCHASE PLAN (20) PAYMENTS 02/11/04 CORP 00000343 PAYHENT - THANK YOU -100.00 TOTAL 1,918.B1 $9.79 $2.fi3 .00 lO0.O0 1,890.8~ 1 ,SiS.A7 X 1. 750~. = 32.5t [ 21.0~. .00 03/31/01 90.00 THE MORE YOU SHOP, THE MORE YOU SAVE...EARH UP TO 4X IN REBATES! YOU HAVE ~40.00 IN OUALIFYING PURCHASES AND YOU ONLY NEED TO PURCHASE ~460.00 TO START EARNING REBATES. THANK YOU FOR TAKING ADVANTAGE OF OUR MAJOR PURCHASE PLAN. WE HAVE TEMPORARILY EXTENDED YOUR AVAILABLE CREDIT TO ~3175.00 . Please be sure BOSCOV'S address shows through Envelope Window. Address Change (Please make changes on reverse side.) Account#: 005821595 Due Date: 05/31/04 Amount Due: 90.00 Balance Amt: 1,890.85 Payment $ MARGARET R DESTEFANO 304 APRIL DRIVE CAMP HILL PA 17011-5008 PO BOX 13700 PHILADELPHIA PA 19191-0002 h,,llhh,,,,llhh,,,,lllh,,Ih,,Ih,,,,hlh,,ll I 0038215957 0189083 0009000 WORLD FINANCIAL NETWORK NATIONAL BANK FARILY OF RARGARET R DESTEFAN0 35h REGENT ST CARP HILL, PA 17011 April 23, 2004 l~5-I09-328 Dear Family: Thank you for contacting our office regarding Margaret R Oestefano's account. Based on the information you have provided us, please be assured we have permanently closed the account. The balance due on the account is $h59.56. We understand that this is a difficult time for you; therefore, your assistance is greatly appreciated. Please forward payment or any information regarding the estate that may exist to: Chadwicks P.O. Box 182121 San Antonio, TX 43218-2)21 Additionally, if we can be of further assistance, contact us at l-6lh-729-3098. please feel free to Sincerely, Customer Service Department co38 3936 WORLD FINANCIAL NETVVORK NATIONAL BANK, PO BOX 182125 COLUMBUS OH 43218-2125 WELTMAN, WEINBERG & REIS CO., L.P.A. ATTORNEYS AT LAW 175 South Third Street, Suite 900 Columbus, Ohio 43215 800.325.9965 614. 801.2710 www.weltman.com BURLINGTON, NJ 609.914.0437 CINCINNATI, OH 513.723.2200 CLEVELAND, OH 216.685A000 DETROIT, MI 248.362.6100 PHILADELPHIA, PA 215.599.1500 PITTSBURGH, PA 412.434.7955 May 11, 2004 Cumberland Register Of Wills One Courthouse Square Carlisle, PA 17013 RE: Estate of Margaret Destefano 'CLAIM Ola': Discover Bank OUR FILE NO.: 03591334 Dear Sir or Madam: This law firm represents Discover Bank in connection wi}h its claim which we wish to file on our client's behalf into the estate of Margaret Destefano, deceased. Enclosed is our check in the amount of $5.00 which we understand is the filing fee for this clain~ Our client's claim is based upon its account number 6011002608513321 in the amount of $1,989.00. Included with this letter is the claim form which we wish to present to this court and which we are forwarding to the attorney and/or fiduciary of this estate. It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our office and to the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings also be forwarded to the undersigned. Thank you for your cooperation in this matter. This law fn-m is a debt collector attempting to collect this debt for our client and any information obtained will be AJR:t that purpose. filly yours, CC: Catherine L. Stutzman, Personal Representative and Vicky Ann Trimmer, Esquire Enclosure FIGI'S INC. · MARSHFIELD, WISCONSIN 54404 · (715) 387-6311 SINCE~1944 08 ******* ** MIXED AADC 54A ESTATE OF MARGARET DESTEFANO 504 APRIL DR CAMP HILL PA 17011 05/29/2004 05D-TO Customer ~007915975 Your balance is $165.65 Of which $110.44 is past due Despite several reminders, we still have not received payment of your past-due account. Please refer to the amount due indicated above. If your records agree, please mail a check for the past-due amount . today. If there is a problem, please write letter to do so. today. Use the back of this Sincerely, Collection Department Figi's Inc. A late payment charge of 5 percent per annum may be assessed on the amount due if not received by the due date. PLEASE DETACH AT DOTTED LINE AND RETURN BOTTOM PORTION WITH PAYMENT. 03/29/2004 050-TO Customer #007915975 ESTATE OF MARGARET DESTEFANO 504 APRIL DR PAST DUE TOTAL CAMP HILL PA 17011 INVOICE # BALANCE BALANCE 18971-0030 D $110.44 $165.65 TO: FIGI'S INC. MARSHFIELD, WI (715)387-6311 54404 Pay this amount to pay the past due portion Pay this amount to pay the entire account $110.44 Amount enclosed $ $165.65 :ESSING CENTER ,'~204 ~ETHPAGE, NY 11804 Statement Date: 03/25/2004 Account Number: 5770 9155 0032 9833 To avoid a finance charge on pumhases, pay 1he entire new balance by the due date. · ' Write In AmOunt NeW BalanCe: Minimum Amount DU, Paymant Due Dat~: Of Payment EncloSed $1,166.56 $70.00 NOW DUE $ [] New Address or small? Print on back. Send Payments to: CARD PROCESSING CENTER P.O. BOX 5811 HICKSVILLE, NY 11802 h.lh,,llh,hlh,,,,hlh,hl MARGARET R DESTEFANO 354 REGENT ST CAMP HILL PA 17011-2826 5186 577091550032983300007000001166567 To make payment by mail, make check~ payable to Card Processing Center and insert with the top portion in the enclosed envelope. Be sure to include your account number on the check and the mailing address shows through the envelope window. SpiegeFCharge Account Number: 5770-9155-0032-9833 Closing Date: 03-25-2004 Total New Balance: $1,166.56 Minimum Payment: $70.00 Past Due Amount: ~5.oo Payment Due Date: NOW DUE Account Summary: Previous FINANCE Payments Balance CHARGE and Credits $1,114.80 $16.76 $0.00 Purchases and Charges $35.oo · Total New Balance $1,166.56 Credit Limit $9~70 Available Credit NONE Finance Charge Summary: Average Daily No. Days Finance Nominal ANNUAL Daily Bal. Per. Rate In Cycle Charge APR PERCENTAGE Purchase Balance $1,119,62 0.05163% 29 $16.76 18.91~Fo RATE Cash Balance $0,00 0,05163% 29 $0.00 18.90% 18.90% Account Activity: Date Reference Number 03-22-2004 Actlvlty~ransacflonDescHpflon LATE FEE Transaction Total $35.00 THIS IS A REMINDER THAT YOUR ACCOUNT IS ONE PAYMENT PAST DUE. IF YOUR PAYMENT WAS MAILEDi PLEASE DISREGARD THIS NOTICE. Note: See other side for important information, including the Customer Service telephone number. 6688 0001 37D 1 7 18 060325 CDPage I of 1 9250 0000 S189 O1AB6~r88 5186 1112 7TH AVENUE MONROE WI 53566-1364 Es±ate of MS MARGARET DESTEFANO 3O4 APRIL DR CAMP HILL PA 17011-5008 6918002988qA Dear Sir / Madam; We have recently been notified of the death of MS MARGARET DESTEFANO. Our sympathy is extended to you on your loss. We need to receive a copy of the death certificate and the name of the attorney handling this estate, so that we may file a claim for account 6918002988~A, which has a balance due of ~53.83. Please use the enclosed enveIope for your repIy. We appreciate your assistance in this matter. Very Truly Yours, THE SWISS COLONY Credit Department DD Enc. WORLD FINANCIAL NETWORK NATIONAL BANK FAMILY OF MARGARET DESTEFANO 35~ REGENT ST CAMP HILL, PA 17011 April 23, 2004 256-802-026 Dear Family: Thank you for contacting our office regarding Margaret Oestefano's account. Based on the information you have provided us, please be assured we have permanently closed the account. The balance due on the account is Sl48.85. We understand that this is a difficult time for you; therefore, your assistance is greatly appreciated. Please forward payment or any information regarding the estate that may exist to: VictoriaIs Secret P.O. Box 182121 San Antonio, TX 43218-2121 Additiona)ly, if we can be of further assistance, please feel free to contact us at 1-614-729-5016. Sincerely, Customer Service Department co38 3935 WORLD FINANCIAL NETWORK NATIONAL BANK, PO BOX 182125 COLUMBUS OH 43218-2125 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003963 TRIMMER VICKY ANN 3401 NORTH FRONT STREET HARRISBURG, PA 17110-0950 ........ fold ESTATE INFORMATION: SSN: 186-09-7313 FILE NUMBER: 2104-0257 DECEDENT NAME: DESTEFANO MARGARET RITA DATE OF PAYMENT: 05/21/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/23/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $6,351.52 REMARKS: CHECK# 1014 SEAL TOTAL AMOUNT PAID: $6,351.52 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF TNDZVZDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COHHON#EALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF ZNHERZTANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-Z~47 EX AFP (01-05) VZCKY ANN TRZHHER ESQ HETTE ETAL PO BOX 5950 HBG PA 17110 DATE 07-15-200q ESTATE OF DESTEFANO DATE OF DEATH OZ-Z$-ZOOq FZLE NUHBER 21 0~-0257 COUNTY CUHBERLAND ACN 101 Amoun'l: Remi~ed HARGARET R HAKE CHECK PAYABLE AND REH'rT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLTSLE, PA 17015 CUT ALONG THZS LINE ~ RETAZN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF DESTEFANO HARGARET R FILE NO. 21 0~-0257 ACN 101 DATE 07-15-200R TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rem1Es~m~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) 5. Closely Held S~ock/Per~nership Zn~eres~ (Schedule C) ($) q. Nor~gages/No~es Receivable (Schedule D) (q) 5. Cash/Bank Deposi~s/Nisc. Personal Proper~y (Schedule E) ($) 6. Jointly Owned Proper~¥ (Schedule F) (6) 7. Transfers (ScheduZe G) (7) 8. Tote! Asse~s APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expenses/AdB. Cos~s/Nisc. Expenses (Schedule H) (9) 10. Deb~s/Nor~gage Liabil~ies/L~ens (Schedule Z) (~0) 11. To'al Deductions 12. Ne~ Value of Tax Re~urn 0O 5~07q.09 O0 0O 159~q92.~6 O0 00 (8) 8,779.Z~ NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his fore wi~h your ~ax payment. 15. NOTE: 16q,566.55 7,21~.85 (ll) ]5.99~.09 (12) 1q8,575.q6 .00 1q8,575.q6 Chmri~able/Governeen~al Bequests; Non-elected 9115 Trusts (Schedule J) (15) Nm'l: Value of Es~a~e Sub~ec~ ~o Tax (lq) ~ an assessment ~as issued previously, lines 14, 15 and/or 16, 17, reflect ~igures that lnclude the total of ALL ~eturns assessed to date. 18 and 19 #ill (is). .00 x O0 = .00 (16) lq8,57~.,q6 x Oq5= 6,685.81 (17). .00 x 12 = .00 (~S), .00 X 15 = .00 (~e)= 6,685.81 ASSESSHENT OF TAX: 15. Amoun~ of Line lq a~ Spousal ra~e 16. Amoun~ of Line lq ~axable a~ Lineal/Class A re~e 17. Amoun~ of Line lq e~ Sibling re~e 18. Amoun~ of Line lq ~axable 19. Principal Tax Due TAX CREDITS: PAYMENT RECEZPT DZSCOUNT DATE NUNBER 1NTEREST/PEN PAID (-) 05-Z1-ZOOq CD005965 55q.Z9 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 6,351.52 TOTAL TAX CREDZT 6,685.81 BALANCE OF TAX DUEI .00 INTEREST AND PEN. .00 TOTAL DUE . O0 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REgUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any futura interest in the estate is transferred in possession or anjoyeant to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coeaonaeelth hereby expressly reserves the right to appraise and assess transfer Znharitance Taxes at the laNful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the raquiraments of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (?Z P.S. Section 9140). Detach the top portion of this Notice and submit aith your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILLS, AGENT A refund of a tax credit, Nhich Nas not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inharitanca and Estate Tax" (REV-1515). Applications ara available at the Office of tho Register of Hills, any of the 23 Revenue District Offices, or by calling the special 24-hour ensnaring service for forms ordering: 1-800-562-2050; services for taxpayers Nith special hearing and / or speaking needs: 1-800-447-5020 (TT only). Any party in interest not satisfied Nith the appraisement, a11oNance, or disalloNanca of deductions, or assessment of tax (including discount or interest) as shoNn on this Notice must object within sixty (60) days of receipt of this Notice by: --Nritten protest to tha PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in Nriting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post.Assessment ReviaN Unit, Dept. Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (52) discount of the tax paid is alloNed. The 152 tax amnesty non-participation penalty is computed on tho total of the tax end interast assessed, and not paid before January 18, 1996, the first day after tho end of the tax amnesty period. This non-participation penaZty is appealable in the same manner and in the the same tiaa period as you NouZd appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum caIcuIated at a daiIy rate of .000164. Ali taxes which became delinquent on and after January 1, 1982 will bear interest at a rate Nhich Hill vary free calendar year to calendar year Nith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .000548 1988-1991 IIX .000301 ~ 9Z .0002q7 1985 16Z .000q58 X99Z 9Z .000247 ZOOZ 6Z .000164 1984 llZ .000301 1993-1994 72 .000192 2005 SZ .000157 1985 13Z .000556 1995-1998 92 .000247 2004 42 .000110 1986 lOX .000274 1999 7Z .000192 1987 IOZ .000274 ZOOO 72 .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTERZST FACTOR --Any Notice issued after the tax becomes delinquent will reflact an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shoNn on the Notice, additional interest must be calculated. PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF THE ESTATE IS NOT COMPLETED, FILE A 6.12 FORM YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: MARGARET RITA DESTEFANO Date of Death: February 23, 2004 Will No. Admin. No. 21-04-0257 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate. State whether administration of the estate is complete: Yes [~ No [--] 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: _. 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes [~ No [~ account is: b. The separate Orphans' Court No. (if any) for the personal representative's c. Did the personal representative state an account informally to the parties in interest? Yes ~J No [--] d. Copies of receipts, releases, joinders and approvals of formal or informal accounts :may be filed with the Clerk of the Orphans' Court and may be attached to this report. S~gnat~e ~ Vick¥ Ann Trimmer Name (Please type or print) 404815vl Capacity: 3401 North Front Street, P.O. Box 5950 Address Harrisburg, PA 17110-0950 (717) 232-5000 Telephone [] Personal Representative [] Counsel for Personal Representative