HomeMy WebLinkAbout04-0337I Prepared By Robert G. Radebach, Esquire I Date
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Marie C. DiSanto No. ~. ,/- (~7'~/- .~.~ 7
also known as
, Deceased Social Security No. 165-16-3878
(COMPLETE "A" OR "B" BELOW:)
~ A. Probate and Grant of Letters and aver that Petitioner(s) is/are the executo..~.r named in the
Last Will of the Decedent, dated July 29, 200.3, and codicil(s) dated N/A
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the
documents offered for probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following
~pouse (if any1 and heirs:
Name
Relationship
Residence
COMPLETE IN ALL CASES:) Attach additional sheets, if necessary.
Decedent was domiciled at death in Cumber]and County, Pennsylvania, with her last family or principal
residence at 505 Seventh Street, New Cumberland, PA 17070 ~:~o ¢Lou ? ~ ~,e.. A/S'~ U_~.)~ z~ ~'rb/,,I,d J
Decedent, then 83 years of age, died testate, at Williamsport, Pennsylvania.
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property ............. $.50,000.00
(If not domiciled in PA) Personal property in Pennsylvania .... $.
(If not domiciled in PA) Personal property in County ........ $
Value of real estate in Pennsylvania ................................ $
Total ................................................ $
~eal Estate situated as follows: 505 Seventh Street, New Cumberland, PA
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s)
Iresented with this Petition and the 9rant letters in the appropriate form to the undersigned:
7020
:~.,'~
RW-7
O0:6,d 8_ ,dtt t O.
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner above-named swears and affirms that the statements in the foregoing Petition are
true and correct to the best of the knowledge and belief of Petitioner and that, as personal
of the decedent, Petitioner will well and truly administer th,~ate acco~g~to law. representative
Sworn to and affirmed and subscribed
, . ,~'/v' ANI~HO-N~' I~,~AN'I'~''/'v "~
Derore me this <~ day of
/2.%: / ,2004
DECREE OF REGISTER
Estate of Marie C. DiSanto, Deceased
also known as
No. c~./- ('~,~/- ~7
Social Security No. 165-16-3878 Date of Death: April 1, 2004
AND NOW, ,~'~ ,~ ,2004, in consideration of the Petitior~the r~rsesld~' ~
hereon, satisfactory p~oof having been presented before me. ' "
C,?. ~':, C'
IT IS DECREED that Letters ~' Testamentary [] of Administration ? ~
are hereby ~]ranted to Anthony DiSanto co
in the above estate and that the instrument(s), if any, dated July 29, 2003 desCribed in th~Petition be
admitted to probate and filed of record as the last Will of Decedent. ~.o :.;~ .~
FEES
Letters .................. $
Short Certificate(s) ......... $
Renunciation ............. $
Affidavit ( ) .............. $
Extra Pages ( ) ........... $
Codicil .................. $.
JCP Fee ................ $
Inventory & Tax Forms ...... $.
Other ................... $
TOTAL ........... $
Attorney:
I. D. No. 19255
Robert G. Radebach
Address: 107 Locust Street
Harrisburg, PA 17101
Telephone: (717) 234-6655
RW-7a DATE FILED:
ERT. NO.
WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEALTH OF PENNSYLVANIA
DE PA :ITMENT OF HEALTH VITAL RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
T 5655509
April 6, 2004
Date of Issue of This Certification
Name of Decedent
Marie C. DiSanto
Sex Female
Date of Birth Aug.
Place of Death
_Social Security No. 165-16-3878
................................. Date of Death
19, 1919 Birthplace Williamsport, PA
Residence' Perry Penn Twp.
4-1-2004
Penns ly~ni_ a
Race White
Occupation Legal Secretary
Marital Status Widow Decedent's
Mailing Address 507 Seventh
Informan~ Anthony DiSanto
Funeral Director
Name and Address of
Funeral E~ ' Michael J Shalonis Funeral
s~abhshment -
Armed Forces? (Yes or No) No
Street New Cumberland
Michael J. Shalonis
Home, 206 Maple
PA 17070
Stut,~
l/u~3 --
Ave., Marysville,PA
Part h
Immediate Cause
(a)
Bladder Cancer
Interval Between
Onset and Death
Part I1:
(b)
(c)
(d)
Other Significant Conditions
Manner of Death
Natural
Accident
Suicide
Homicide
Pending Investigation
Could not be Determined
Name and Title of Certfier
Describe how injury eC. curred: ~,o L. '
Keith J. Dowling M.D.
Address
(M.D.D.O.. Coroner, M.E.)
423 N. 21st. St., Camp Hill, PA 17011
This is to certify that the information here given is correctly copied from an origina certificate
of death duly filed with me as Local Registrar. The original certificate will be forwarded to the
State Vital Records Office for permanent filing.
April 6, 2004 f~t"01 ~" '~ar~'~"~"~S'~:"'~, J ~i~o ~~
,.~, ~~ ..... . N mfie
17068
LAST WILL AND TESTAMENT
OF
MARIE C. DISANTO
I, MARIE C. DISANTO, a resident of 505 Seventh Street, County of
Cumberland, Commonwealth of Pennsylvania, being of sound mind and dispos!;_~, mind,
memory and understanding, hereby declare this instrument to be my Last Will ~i~(~
Testament, revoking any and all Wills and codicils by me heretofore made, whether or not
such prior will or codicils have been effectively revoked.
ITEM I. - I direct my hereinafter named personal representative to pay all of my
funeral expenses and administration expenses, including inheritance and succession
taxes, as soon as may be deemed convenient after my death.
ITEM II - I give, devise and bequeath to my son Thomas Fogelsanger of
Newport, Perry County, Pennsylvania the sum of one thousand dollars ($1,000.00).
ITEM III. - All the rest, residue and remainder of my estate real and personal
property of whatever nature and wherever situate, with the exception of those items set
forth in ITEM V below, I give, devise and bequeath unto my three other children, Jocelyn
Moore of Florida, Leslie Fickinger of Cumberland County, and Anthony DiSanto of Perry
County, share and share alike; the issue, surviving me, of a deceased child, shall take the
share which my deceased child would have taken. In default of such issue, then unto the
surviving children or their issue surviving me as aforesaid.
ITEM IV. - I make, nominate and appoint my son, Anthony DiSanto, to be the
Executor of this my Last Will and Testament, and he shall not need to post a bond, and
shall have the power to sell any and all interest I may have in real property, at the time of
my death. In the event that my son, Anthony DiSanto should be unable or unwilling to
qualify and act and continue to act as Executor, then, and in such event, I make,
nominate and appoint my daughter, Leslie Fickinger, to be the Executrix of this my Last
Will and Testament, as aforesaid.
~_~'~-~-~-~_ (~' ,/~-.~ .-~..~--- (SEAL)
Marie C. DiSanto (1 of 4)
Page 1 of 4
ITEM V - Certain identified items of personal property are set froth on the list
attached hereto and marked "Exhibit A to the Last Will and Testament of Marie C.
DiSanto" and those items shall not pass to my heirs as indicated in ITEMS II and III above
but rather shall go to the person whose name appears in the column beside each item on
the aforesaid Exhibit.
ITEM VI - I direct my personal representative to pay all of my just debts as
evidenced by a notice or claim filed by the debtor in the time period allotted by law.
IN WITNESS WHEREOF, I, the said Marie C. DiSanto, have to this my Last Will
and Testament, hereunto set my hand and seal this ,~ ? th day of July, 2003.
Mar"-ie C. DiSanto (2 of 4)
Signed, sealed, published and declared by the said Marie C. DiSanto, as and for her Last
Will and Testament, in the presence of us, who, in her presence, and in the presence of
each other, have hereunto set our hands as attesting witnesses, we believe her to be of
sound mind and memory.
WIT~I~SS #1
Sign N~lne ,~ve
Print Name Above
Print Address
WITNESS #2
Sign Name Above
Print Name Above
Print Address
Page 2 of 4
Exhibit A to the Last Will and Testament
of
Marie C. DiSanto
ITEM BEQUETHED
RoLLEx WATCH
DON QUIXOTI STATUE
FAMILY ROOM LAMPS
(2ND FLOOR)
OMEGA NECKLACE
HAMILTON WATCH
WA'i ERFORM CRYSTAL PIECES
GRANDMOTHER CLOCK
PENDULUM CLOCK LIVING ROOM
MERCEDES BENZ AUTOMOBILE
ALL BEDROOM FURNITURE
FURNITURE IN FAMILY ROOM
HEIR TO RECEIVE
JOYCE MOORE
LESLIE FICKINGER
LESLIE FICKINGER
LESLIE FICKINGER
LESLIE FICKINGER
JOYCE MOORE
ANTHONY C. DISANTO (SON)
ANTHONY C. DISANTO (SON)
ANTHONY D. DISANTO (GRANDSON)
ANGELA, MARIA & ANTHONY D.
DISANTO
MARIA DISANTO
Initial: Marie C. DiSanto, Testatrix
Date
Page 4 of 4
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF DAUPHIN )
SS:
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw the Testatrix sign and execute
the instrument as her Last Will; that the Testatrix signed willingly and that she executed it as her
free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of
the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was
at that time eighteen or more years of age, of sound mind and under no constraint or undue
influence.
WitnesS' L-Jc~
Sworn or affi~rmed to and subscribed before me by ~'~--~'~C¢¢, ~. XC~,x~',~
iqo~,~t .?'~o,~1~'~ and , witnesses, this ,,q,~q ~L
day of ~ ,2003. "'
Notary Public
NOTARIAL SEAL
DIANA L. LUTHER, Notary Public
City of Harrisburg. Dauphin County
My Commission Expires April 11, 2005
Page 3 of 4
CEI~TIFICATION OF NOTICE UNDEI~ I~ULW. §.6 (a)
Name of Decedent: Marie C. D1Santo
Date of Death: April 1, 2004
Will No.: 00337-2004 Admtn. No.: NONE
TO THE REGISTEI~-
I certl~ that notice of the beneficial Interest requl~ed by, l~ule §.6
la) of the 0~-phaus' Cou~t Rules was served on or mailed to the following
beneficiaries of the above captioned estate on April 14, 1998.
Ns.r~ e
Joyce Moore
Anthony C. DiSanto
Leslle Fickinger
Angela DiSanto
Maria DiSanto
Thomas Fogelsanger
Anthony D. DiSanto
Notlce has now be ~~ven t ~
o~ereto
except: N01~E~
Date: Aprll 13, 2004 ~
Add~ess
108 Laurel Way, Porte Vedra Beach, FL 32082
25 Susquenita Hill Road, Duncannon, PA 17020
1340 Sugar Maple Ct, New Cumberland PA 17070
1024 N. High Street - Apt. B Duncannon, PA 17020
602 Gates Lane, Enola, PA 17025
RD#3, Newport, PA 17074
22 South 17m Camp Hill, PA 17011
under Rule 5.6 (a)
Name: l~obert G. l~adebach, Esquire
Address: 912 North River Rd. Halifax, PA 17032
...... '~"~-~T~lephone Number: (717) 896-2666
Capacity:
Personal ~epresentative
Counsel for Personal
P~epresentative
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 004108
DISANTO ANTHONY
25 SUSQUENITA HILL
DUNCANNON, PA 17020
........ fold
ESTATE INFORMATION: SSN: 165-16-3878
FILE NUMBER: 2104-0337
DECEDENT NAME: DISANTO MARIE C
DATE OF PAYMENT: 07/01/2004
POSTMARK DATE: 06/30/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 04/01/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~13,820.00
TOTAL AMOUNT PAID:
$13,820.00
REMARKS:
SEAL
CHECK# 107
INITIALS: JA
RECEIVED BY.'
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
To:
ATTN: REGISTER OF WILLS
CUMBERLAND COUNTY RECORDER OF DEEDS
CUMBERLAND COUNTY COURTHOUSE
ONE COURTHOUSE SQUARE
CARLISLE, PA 17013
esquire assist
225 South Street
Harrisburg, PA 17101
Phone: 717-232-9398
Fax: 717-232-6248
e-mail: assist{~esquireassist, com
Date:
Phone 717-240-6370
Fax:
E-Mail
MESSAGE from ................................ Anthony DiSanto, Executor
Re:
Estate of Marie C. DiSanto
File #: 21-04-0337
SS~: 165-16-3878
To: Register of Wills, Agent
Enclosed is a check from the estate account in the amount of $
Please note that this matter is postmarked 6-30-2004 and therefore being filed within 90
days of the date of m~ mothers death. Wc are al_~o fi!~n,3 thc !nhe.dtance t~v. return
-tJ;~,~. I~ .... ~;~,,~ "--' ' -- - -'-':~:---' .... · ........ ;ii ,c:, ....... , ....... ~ .A~ .....
Please stamp the extra copy of this letter and return in the enclosed envelop.
Thank you...
ESQUIRE ASSIST
225 SOUTH STREET
HARRISBURG, PA 17101
MAILED FROM ZiP CODE '~ ~- :~ ~! :
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
F "'E/OU/2~ 04 0337
DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITt~L) SOCIAL SECURITY NUMBER
DiSanto, Marie C 165- l 6-3878
04/01/2004 08/19/1919 REGISTER OF WILLS
; [] 1. Odginal Return [] 2. Supplemental Return
UmJted
Estate
[] 9. Litigation Proceeds Received [] 10.$pousalPovertyCredil(daleotdealhbetween
[] 5. Federal E~a[e Tax Return Required
0 8. Total Number of Safe Deposit Boxes
SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME
' Robert G Radebach
La~v Office of Rober~ G. Radebach
TELEPHONE NUMBER
7 17/234-6655
1. Real Estate (Schedule A)
107 Locust Street
Harrisburg, P..\ 17
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Padnership or Sole-Proprietorship
4, Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
[] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts Df Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(2) * '~
124,60_A}0
(,3) None
None
(5} 53,276.64
(6) 4,945.00
(7) 160,000.00
(9) 31,068.00
(lO) 1,377.75
(8) 352,883.64
(11) 32,445.75
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 (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
320,437.89
320,437.89
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
Or transfers under Sec. 9116(a)(1.2)
16.Amount of Line 14 taxable at lineal rate x .045 (16) 14,4 19.7 1
17.Amout~t of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
320,437.89
19. Tax Due (:=~) 14,419.71
Decedent's Complete Address:
STREET ADDRESS -
505 Seventh Street
CITY New Cumberland IsTATE PA !zip 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B Pdor Paymenls
C. Discount
13,820.00
720.99
Total Credits (A + Et + C)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest~Pena~ty (D *- _c)
4. if Line 2 is greater than Line 1 + Line 3, enter the differencg. This is the OVERPAYMENT
Check box on Page I Line 20 to request a refund
5. If Line l + Line 3 is greater than Line 2, enter the difference. This is [he TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
receiving adequate consideration? ...........
3. Did decedent own an ~in trust for" or
4. Did decedent own an Individual
contains a ben
IF THE ANSWER TO ANY
$JGNATURI
(1) I4,419.71
(2) 14,540.99
0.00
(5) .......
(5~) O. 0 0
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property ransferred; ......................... [] []
b. relain the dght to designate who shall use the property transferred or ils income; ..................................
c. retain a revers onary n erest or ........................
d. receive the promise for life of either payments, benefits or care? ............................................................
2. If death occurred after December 12, 1982, did decedent Iransfer property within one year of death without
mcurity at his or her death? ........ [] []
or other non-probate properly which
YES, YOU MUST COMPLETE SCHEDULE G AND FiLE IT AS PART OF THE RETURN.
Harrisburl~, PA 17101
ADORESS DATE
Robert
107 Locust Street
Hamsbur~, PA 17101
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is. 3% [72 P.S. §9116 (a) (1.1) (i)].
F~r 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 sui~/iving spouse is 0%
'-: = 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
~; assets and filing a tax return are still applicable even if the surviving sFouse is the only beneficiary
' .,r dates of death on or after J~ly I 2C00:
T.~e tax rate imposed on the net value of transfers from a deceased child twentT.cne years of age or younger at death to or for the use of a natural
carent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §911t5 (a) (1.2)].
:e tax rate imposed on the net vah.e of transfers to or for the use cf ~e deceCent*s lineat be.*efic;ar!es is 4.5%, except as nc~ec in 72 P.S. §9116
* 2/[72 P.S. §9116 (a) (1)].
- -~ :ax :ate imposed on the net value cf transfers to or for the ~se .;~ :he :~.:aCe,~t's siblings s !2% [72 PS. §gl 16 ;a) (1 3;]. A siblirg is cefined,
:er Sac;;cn 9102, as an individua! '~hc has at le,Jst cna parent in ::mr"r ~ A'ith the decede~'t, whcth~- by bJc::d cr adc?sm
r
SCHEDULE B
STOCKS & BONDS
ESTATE OF FILE NUMBER
DiSanto, Marie C 21 - 04 - 0337
All property jointly-owned with right of su~ivorship must be disclosed on Schedule F.
'TEM , DESCRIPTION UNIT VALUE VALUE AT DATE
~,~ ;SER ' OF DEATH
I : Merrill Lynch Mutual Fund 73,663.00
Merrill Lynch Annuity
t}0,999.00
TOTAL (Also enter on line 2, Recapitulation) 134,662.00
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONALPROPERTY
ESTATE OF ~ FILE NUMBER
DiSanto, Marie C ,
~ 21 - 04- 0337
~c.ude the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with the right of
a,.r'vivorsh~p must be disclosed on schedule F.
iTEI'A DESCRIPTION VALUE AT DATE
.... ,1BER OF DEATH
I Savings Account w/PSECU 37,014.44
Cash on hand
Merrill Lynch Retirement Account
Cemetary Lots (6)
Proceeds Ii-om Yard Sale
Private sale or' Misc. furniture
Tax refund, interest credits, etc.
Miscellaneous items of personal property distributed to t'amily
Household good remaining in property
645,00
5,736.89
3,000.00
281.50
60t).00
1,398.81
4,000.00
600.00
TOTAL (Also enter cn L!ne 5, Recapitulation) _¢3,276.64
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY continued
ESTATE OF I FiLE NUMBER
DiSanto, Marie C 21 - 04 - 0337
"--'~Jde the proceeds of litigation and the date the proceeds were received by the estate. All property jointly.owned with the right of
.~.r'¢ivorship must be disclosed on schedule F.
,7 EM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
I0 0.00
List of Household goods mentioned above
Doctors Scale
Washer/Dryer
Wall Hangings
Vacuum
15 Coats
Various peices or' Kite,Sen Glassware
Baskets
End Tables (14)
Cabinets
Lamps ( I 0)
Chairs (4)
Dressers (3)
Desk (2)
Double Bed
Several Wall Hangings
Several WalI Mirrors
Costume Jewelry
Sewing Box
Stuffed Animals
Shop Vac
Cardioglide
Workbench
Charcoal Grill
Bread Maker
Tools
Storage Bins
Luggage
Toaster
Garden Tools
Hose
Lawn Mower
Rugs
Turkey Pan
Christmas Lights/Decorations
Cooler
Sofa, love seat, recliner
Several Coffee tables
Wooden Chest w/glass doors
Telephone Stand
TV & VCR
Computer
Printer/fax machine
Page 2 of Schedule E
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY continued
ESTATE OF DiSanto, Marie C i FILE NUMBER
21 - 04 - 0337
!--' :de the proceeds of liticjation and the date the proceeds were received by the estate. All property jointly.owned with the right of
. ,ivorsh~p must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION
China Cabinet
Dining Room chairs (2)
Wicker Couch
Wicker Chairs (2)
Wicker Coffee table w/2 small round tables
Stools (2)
Patio Furniture
Love seat
Wheel Barrow
Blessed Mother statuo
Silverware
Pots & Pans
Serving pieces
Several Table Cloths & Rugs
Grandmother Clock
Boom box w/speakers
Oriental Rugs (2)
Dining Room table w/6 chairs
Plates, dishes, tupperware, cookie sheets, pizza pans, bowls
Miscellaneous smalI kitchen appliances
Assorted kitchen utensils
Tea Pot
Soap Dish
Tea Warmer
Whisks (2)
Strainers (2)
Wooden spoons (4)
VALUE AT DATE
OF 0EATH
Page 3 of Schedule E
SCHEDULE F
JOINTLY-OWNED PROPERTY
2- ~ TATE OF
DiSanto, Marie C
FILE NUMBER
21 - C..t - 0337
it an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JCINT TENANT(S) NAME
.\ AnthonyDiSanto
ADDRESS
225 South Street
Harrisburg, PA 17101
RELATIONSHIP TO DECEDENT
Son
:D[NTLY OWNED PROPERTY:
CESCRIPT]ON OF PROPERTY
% OF OAT=- CF OEATH
LE"CI'ER ~ DATE Include name of financial institution and bank account numt~er ' DATE OF DEATH [3ECD'S VALUE OF
NUMBER TENANT , JOINT 'estate,
I A PNC Checking Account 9,890.00, 50 o 4,945.00
TOTAL (Also enter on line 6, Recapitulation) I 4,945.00
SCHEDULE G
INTER-VIVOSTRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMON--TH OF PENNSYLVANtA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
--' ZTATE OF FILE NUMBER
DiSanto, Marie C 21 - 04 - 0337
1
This schedule must be comFleted and filed if the answer to an}, of questions I throu~
DESCRIPTION OF PROPERTY A F I
In n n r ~r I I n h* n n t f n D TE O DEATH % OF
~udet~e ameof~etra sfeee, the maio $ ~3todec~de la d~hedaeo wa sfei'. VALUE OFASSET! DECD'S
160,000.001
505 Seventh Street 100%
New Cumberland. PA 17070
h 4 on p~e 2is yes.
EXCLUSION TAXABLE VALUE
160,000.00
SC~EDUU~ H
FUNERAL~&
A~TIV~ COb'TS
ESTATE OF FILE NUMBER
DiSanto, Marie C 21 - 04 - 0337
Debts of decedent must be reported on Schedule I.
ITEM ,
· i j~,iBER
A. ,i FUNERAL EXPENSES:
I Shalonis Funeral Hume
DESCRIPTION
2 Raddison Hotel - Post Funeral Luncheon
AMOUNT
5,098.14
975.62
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Anthony DiSanto
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 225 South Street
City Harrisburg State PA Zip I 710 I
Year(s) Commission paid 2004
Attorney's Fees Robert G. Radebach, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Anthony DiSanto
Street Address 225 South SU'eet
City Harrisburg State PA
Relationship of Claimant to Decedent Son
Probate Fees Probate Will
Advertising - Cumberland Law Journal
Patriot News - Carlisle
Accountant's Fees
Zip 17101
Other Administrative Costs
Settlement Charges for sale of house
Trash Expense
h>.lsI.gtl
1,500.00
3,500.00
164.00
75.00
236.17
3,037.08
300.00
TOTAL (Aiso enter cn lir~ g Eocapituialion) 3hr, 6';.ii0
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
E,~ TATE OF FILE NUMBER
DiSanto, Marie C i
~ 21 - 04- 0337
Include unreimbursed medical expenses.
ITBM
NUMBER DESCRIPTION AMOUNT
I V A S Construction Ltd 844.00
Accept Supportive Care
533.75
TDTAL(A!sc : :2r.,: ,:e !3. F~;ac;:u ':, ',n~ 1,377.75
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
DiSanto, Marie C 21 - 04 - 0.~'= 7
I AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I CF ESTATE
T,-~,ABLE DISTRIBUTIONS (include outright spousal distnbutions)
Amhony DiSanm
Jocelyn Moore
Leslie Flickinger
Thomas Fogelsangcr
RBLATICNSHIP TO
CECEDENT
Son
'One-Third 0.33
Daughter Ono-Third 0.33
Daughter One-Third 0.33
son One Yhousand Da]Cqtx)O
ti.
:
!Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shee!
!NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of DiSanto, Marie C
also known as
, Deceased
Anthony DiSanto
No. 21 -04- 0337
Date of Death 4/1/2004
Social Security No. 165-16-3878
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in tho following Inventory
include all of the personal assets wherever situate and all of the real estate located 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 the 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 vedfy that the statements made in this Inventory
are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S.
Section 4904 relating to unsworn falsification to authorities.
Attorney: Robert G Radebach
i.D. No.: 19255
Personal Representativ~
Signature: ~ ~
Anthony D~anto '
Signature:
Signature:
Address:
107 Locust Street
Harrisburg, PA 17101
Address: 225 South Street
Harrisburg, PA 17101
Telephone: 717/234-6655 Telephone:
Dated:
Personal Prooerty
Merrill Lynch Mutual Fund
73,663.00
Merrill Lynch Annuity
60,999.00
Savings Account w/PSECU
37,014.44
Cash on hand
645.00
Merrill Lynch Retirement Account
5,736.89
Cemetary Lots (6)
Proceeds from Yard Sale
3,000.00
281.50
Private sale of Misc. furniture
~ : ~ : L;[ L;' i '.{}. 600.00
Tax refund, interest credits, etc.
Miscellaneous items of personal property dis~tcd to family
1,398.81
4,000.00
(Attach additional sheets if necessary) Total Personal Property and Real Estate $187,938.64
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of DiSanto, Marie C
a~so known as
, Deceased
Household good remaining in properly
continued
No. 21-04-0337
Date of Death 4/1/2004
Social Security No. 165-16-3878
600.00
2
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of D/Santo, Marie C continued
also known as No. 21 - 04 - 0337
Date of Death 4/1/2004
·. .... , Deceased Social Security No 165-16-3878
List of Household goods mentioned above
Doctors Scale
Washer/Dryer
Wall Hangings
Vacuum
15 Coats
Various peices of Kitchen Glassware
Baskets
End Tables (14)
Cabinets
Lamps (10)
Chairs (4)
Dressers (3)
Desk (2)
Double Bed
Several Wall Hangings
Several Wall Mirrors
Costume Jewelry
Sewing Box
Stuffed Animals
Shop Vac
Cardioglide
Workbench
Charcoal Grill
Bread Maker
Tools
Storage Bins
Luggage
Toaster
Garden Tools
Hose
Lawn Mower
Rugs
Turkey pan
Christmas Lights/Decorations
Cooler
Sofa, love seat, recliner
Several Coffee tables
Wooden Chest w/glass doors
Telephone Stand
TV & VCR
Computer
Printer/fax machine
China Cabinet
Dining Room chairs (2)
Wicker Couch
Wicker Chairs (2)
Wicker Coffee table w/2 small round tables
Stools (2)
Patio Furniture
3
2l'"\d
~vo\c...~
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S, Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
99
11/22/2004
Marie C. DiSanto
21-04-0337
ROBERT G RADEBACH
107 LOCUST ST
J'
HARRISBURG, PA 17101
120.00
Total
$120.00
Qty
1
Fee Description
Additional Probate
Fee
Total:
$120.00
C1Iecks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
I~HERITANCE TAX
RECORD ADJUSTMENT
BUREAU OF INDIVIDUIiI.:";TAXES:T,
INHERITANCE TAX OIVISIlijC .--' ,'" '"
PO BOX 280601
HARRISBURG PA 1712B-0601,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-29-2005
DISANTO
04-01-2004
21 04-0337
CUMBERLAND
101
(1. \2
ANTHONV _~ISANTO
225 souTH ST
HBG
ESQ
PA 17101
Amount Remitted
REV-1593 EX AFP (03-05)
MARIE
C
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
REV-1593 EX AFP (03-05)
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
---------------------------------------------------------------------------------------------------------------------------------------
ESTATE OF DISANTO
MARIE
.. INHERITANCE TAX RECORD ADJUSTMENT ..
ACN 1 01
C FILE NO. 21 04-0337
DATE
09-29-2005
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
&. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
PROTEST BOARD DECISION
10.
11.
12.
13.
14.
TAX:
15. Amount of
1&. Amount of
17. Amount of
18. Amount of
19. Principal
TAX CREDITS.
Line 14 at Spousal
Line 14 taxable at
Line 14 at Sibling
Line 14 taxable at
Tax Due
rate
Lineal/Class A rate
rate
Collateral/Class B rate
(9)
1l0)
115)
ll&)
117)
118)
ll)
(2)
(3)
(4)
(5)
(&)
(7)
.00
134,662.00
.00
.00
53,276.64
4,945.00
160,000.00
(8)
352,883.64
29,408.67
323,474.97
.00
323,474.97
.00
14,556.37
.00
.00
14,556.37
.
I'AYMI:.NI KI:.I,;I:..1I" 'T' AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-30-2004 CD004108 727.37 13,820.00
EREST IS CHARGED THROUGH 10-14-2005 TOTAL TAX CREDIT 14,547.37
THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 9.00
ERSE SIDE OF THIS FORM INTEREST AND PEN. .35
TOTAL DUE 9.35
INT
AT
REV
28,030.92
1,377.75
(11)
112)
113)
114)
.00x 00 =
323,474.97x 045=
.OOX 12 =
.00x 15 =
119)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
If TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
BUREAU Of INDIVIDUAL TAXES
INHERITANCE TAX DIVISIDN
PD BDX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
ANTHONY DISANTO
225 SOUTH ST
HBG
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-29-2005
DISANTO
04-01-2004
21 04-0337
CUMBERLAND
101
REV-1593 EX AFP (03-05)
MARIE
C
PA 17101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REV-1593 EX AFP (03-05)
---------------------------------------------------------------------------------------------------------------------------------------
ESTATE OF DISANTO
MARIE
C FILE NO. 21 04-0337
.. INHERITANCE TAX RECORD ADJUSTMENT ..
ACN 101
9113 Trusts (Schedule J)
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
PROTEST BOARD DECISION
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected
Net Value of Estate Subject to Tax
(9)
(10)
10.
11.
12.
13.
14.
TAX:
IS. Amount of
16. Amount of
17. Amount of
18. Amount of
19. Principal
TAX CREDITS:
Line 14 at Spousal
Line 14 taxable at
Line 14 at Sibling
Line 14 taxable at
Tax Due
rate
Lineal/Class A rate
rate
Collateral/Class B rate
I1S)
(16)
(17)
(18)
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
134,662.00
.00
.00
53.276.64
4,945.00
160,000.00
(8)
28,030.92
1,377.75
(11)
(12)
(13)
(14)
.00 X 00 =
323.474.97X 045=
.OOX 12 =
.OOX 15 =
(19)
DATE
09-29-2005
352,883.64
29,408.67
323,474.97
.00
323,474.97
.00
14.556.37
.00
.00
14.556.37
..n~n. n ,'OJ AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-30-2004 CD004108 727.37 13,820.00
EREST IS CHARGED THROUGH 10-14-2005 TOTAL TAX CREDIT 14,547.37
THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 9.00
ERSE SIDE OF THIS FORM INTEREST AND PEN. .35
TOTAL DUE 9.35
INT
AT
REV
. If PAID AFTER DATE INDICATED, SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REfUND. SEE REVERSE SIDE Of THIS FORM FOR INSTRUCTIONS.)
BOARD OF APPEALS
DEPT. 281021 .
HARRISBURG, PA 17128-1021
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT' OF REVENUE
ANTHONY DISANTO ESQ
225 SOUTH ST
HARRISBURG PA 17101
IN RE ESTATE OF:
DISANTO MARIE C
DOCKET NO.:
TAX TYPE:
APPEAL TYPE
FILE NUMBER:
ACN:
APPRAISEMENT:
PETITION FILED:
EXAMINER:
MAILING DATE:
DECISION AND ORDER
0506912
Inheritance
Protest
2104-0337
101
3/21/2005
4/26/2005
WILLIAM J ZDRADZINSKI
Direct Dial: (717) 787-5761
Fax: (717) 787-7270
Email: wzdradzins@state.pa.us
SEPTEMBER 16, 2005
On March 21, 2005, the Department issued an appraisement and assessment that
disallowed the claim for the family exemption because an eligible claimant must be a
spouse, parent, or child living in the same household as the decedent at the time of the
decedent's death. The Department also disallowed the deduction of settlement costs
"s ince property was transferred before date of death."
Petitioner has submitted evidence which indicates that decedent and her son were
members of the same household at the time of the decedent's death. Therefore, the claim
for the family exemption is allowable. Petitioner also argues the settlement costs should
be permitted since the value of the real estate was subject to tax.
In Peterson Est., 649 A.2d 1007 (Pa.Cmwlth. 1994), no deduction was permitted for
settlement costs as the estate received no benefit from the sale and the estate was not
legally obligated to liquidate the real estate nor assume the costs associated with the
sale. The Court stated "It is well settled that expenses necessarily incurred in preserving
DISANTO MARIE C
BOARD DOCKET NO. 0506912
Page 2 of 3
and distributing the estate may be deducted and that expenditures not essential to the
proper settlement of the estate, but incurred for the benefit of the heirs, legatees, or
devisees, may not be taken as deductions."
In this case the decedent transferred her real property to three of her issue
approximately three months before her death. As it was not necessary to dispose of the
real estate to preserve or distribute the estate, the settlement costs inure to the benefit of
the transferees and are not chargeable against the general estate.
Accordingly, it is hereby, Ordered that the protest is sustained-in-part. The
Department is directed to issue an amended appraisement and assessment reflecting the
allowance of the family exemption as claimed.
FOR THE BOARD OF APPEALS
JOSEPH R. SLEEK, MEMBER
A STATEMENT OF ACCOUNT WILL BE MAILED TO YOU BY THE BUREAU OF
INDIVIDUAL TAXES.
ANY APPEAL FROM THIS DECISION MUST BE FILED WITH THE ORPHANS' COURT
WITHIN SIXTY (60) DAYS OF RECEIPT OF THIS DECISION.
IF YOU REQUIRE THIS INFORMATION IN AN ALTERNATE FORMAT UNDER THE
PROVISIONS OF AMERICANS WITH DISABILITIES ACT OF 1990, PLEASE CALL (717)
783-3664, OR FOR SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND
SPEAKING NEEDS: 1-800-447-3020 (TT ONLY).
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BDX 280601
HARRISBURG PA 17128-0601
"C'Y.;..;YT r-,"QT~~ OF INHERITANCE TAX
.. J'. v APPu"ISfllEtf:t, ALLOWANCE OR DISALLOWANCE
OFDEIWC(!IONS AND ASSESSMENT OF TAX
REV-15~7 EX UP 112-04)
i i: 47
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-21-2005
DISANTO
04-01-2004
21 04-0337
CUMBERLAND
101
MARIE
C
ROBERT G RADEBACH rl F\Apr
R G RADEBACH LAW OFC'"
107 LOCUST ST
HBG PA 17101
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =rA1.'Y-Ex--AFP--C8r=o!'r-NoT-icE-oF-l'N'HErtiflircl-TAx-l-PPRlYsEirENT~--ALloQlNcl-oR------------- ---.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DISANTO MARIE C FILE NO. 21 04-0337 ACN 101 DATE 03-21-2005
TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
134.662.00
.00
.00
53.276.64
4.945.00
160.000.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
352,883.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
24,530.92
1.377.75
(11)
(2)
(13)
(4)
25.908 67
326,974.97
.00
326,974.97
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
US) .00 X 00 = .00
(16) 326,974.97 X 045 = 14,713.87
(7) .00 X 12 = .00
(8) .00 X 15 = .00
(9)= 14,713.87
~
TAX CREDITS:
.n........ l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-30-2004 CD004108 727.37 13,820.00
INTEREST IS CHARGED THROUGH 04-05-2005 TOTAL TAX CREDIT 14,547.37
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 166.50
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.14
TOTAL DUE 168.64
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (8-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Marie C. DiSanto
FILE NUMBER
REVIEWED BY
Destiny S.R.Brown
ACN
2104-0337
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H B-3 The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
H
Settlement cost has been disallowed since property was transferred before date of
death.
ROW
Page 1
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau First
Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
ROBERT G RADEBAGI
107 LOCUST ST
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
99
11/22/2004
Marie C DiSanto
21-04-0337
J'
HARRISBURG, PA 17101
Qty
1
Fee Description
Additional Probate
Fee Total
120.00 $120.00
Total:
$120.00
,>:>
Pel
4/1 I 05
LK '6 '5 2( 0
Third Request
***********
Please pay promptly
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
v-
-
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601 r:t:"r,/~\,~;,-"r:~
HARRISBURG, PA 17128-0601':' ,',,' '_, ,. '
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
r~PPRAISEKENT~ ALLOWANCE OR DISALLOWANCE
'-'OF DEDUCTION:s~ AND ASSESSIIENT OF TAX ON
SECURlrY ACCOUNTS HELD IN
BENEFICIARY FORK
REV-154U AFP (D'-D5J
~ -:1 Pi;/2: 17
DATE 10-03-2005
ESTATE OF DISANTO MARIE C
DATE OF DEATH 04-01-2004
FILE NUMBER 21 04-0337
COUNTY CUMBERLAND
SSN/DC 165-16-3878
ACN 04500198
APPEAL DATE: 12-02-2005
(See reverse side under objections)
Amount Remitted L 1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ANTHONY DISANTo
25 SUSQUINETA HILL RD
DUNCANNON PA 17020
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REli:is4ifA--j{FP--Coi:1iij-------------__________________----------------------------__________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE 10-03-2005
ESTATE OF DISANTO
MARIE
C DATE OF DEATH 04-01-2004
CUMBERLAND
COUNTY
FILE NO. 21 04-0337
TAX RETURN WAS:
S.S/D.C. NO. 165-16-3878
(X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
ACN
04500198
NAME OF SECURITY:
MERRILL LYNCH
ACCOUNT NO.
825-12521
TYPE OF ASSET:
I } SECURITIES IX) SECURITY ACC I } STOCK I} BDNDS
DOD Valuation
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
134,662.00
0.333
44,886.88
.00
44,886.88
.45
2,019.91
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 10-11-2005 TOTAL TAX CREDIT' .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,019.91
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 78.31
TOTAL DUE 2,098.22
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CR}, YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. }
P..K
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISIOIiI';:"!":;-
PO BOX 2B0601 ' "
HARRISBURG, PA 1712B-0601' ..
':1 ~.; '-I ::
L'.) '.)
JOYCE MOORE
108 lAUREE WAY
PONTA VEDRA
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT~ ALLOKANCE OR DISALLOKANCE
OF DEDUCTION~~ AND ASSESSHENT OF TAX ON
SECURITY ACCOUNTS HELD IN
BENEFICIARY FORH
REII-15li8A AFP (0'-05)
'-,
-J
"., I'" 17
Iii t.
10-03-2005
DISANTO
04-01-2004
21 04-0337
CUMBERLAND
165-16-3878
04500197
APPEAL DATE: 12-02-2005
(See reverse side under objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
MARIE
C
",r
Fl 32082
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V:is4-8~--j{FP--[oi:1i3i-------------------------------------------__________________________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE 10-03-2005
ESTATE OF DISANTO
C DATE OF DEATH 04-01-2004
FILE NO. 21 04-0337
TAX RETURN WAS:
NAME OF SECURITY:
TYPE OF ASSET:
DOD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
MARIE
COUNTY
CUMBERLAND
S.S/D.C. NO. 165-16-3878
(X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
ACN
04500197
MERRILL lYNCH
ACCOUNT NO.
825-12521
I ) SECURITIES IX) SECURITY ACC I ) STOCK () BONDS
X
134,662.00
0.333
44,886.88
.00
44,886.88
.45
2,019.91
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WIllS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WIllS, AGENT."
X
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 10-11-2005 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,019.91
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 78.31
TOTAL DUE 2,098.22
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRJ, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J
pt
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIO~":"(':,r':I!
PO BOX 280601 . :'~,.'.' , .'.._
HARRISBURG, PA 17128-0601::
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLONANCE OR DISALLONANCE
OF DEDUCTION~L AND ASSESSKENT OF TAX ON
SECURITY ACCOUNTS HELD IN
BENEFICIARY FORK
REY.15411A AFP (lJ'-D5>
"- r, ;-_'"'--' If): \ 7
C ~'~,; - ..:i 1 L l:__
DATE 10-03-2005
ESTATE OF DISANTO MARIE C
DATE OF DEATH 04-01-2004
FILE NUMBER 21 04-0337
COUNTY CUMBERLAND
SSN/DC 165-16-3878
ACN 04500196
APPEAL DATE: 12-02-2005
(See reverse ~'ide under objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
(-"
I
LESLIE FICKINGER
1340 SUGA~ MAPLE CT
NEW CUMBERLAND PA 17070
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V=is4-SA--jiFP--(oi:-o:ii----------------------------------------------_______________________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE 10-03-2005
ESTATE OF DISANTO
MARIE
C DATE OF DEATH 04-01-2004
COUNTY
CUMBERLAND
FILE NO. 21 04-0337
TAX RETURN WAS:
S.S/D.C. NO. 165-16-3878
(X) ACCEPTED AS FILED () CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
ACN
04500196
NAME OF SECURITY:
MERRILL LYNCH
ACCOUNT NO.
825-12521
TYPE OF ASSET:
( ) SECURITIES (Xl SECURITY ACC ( ) STOCK () BONDS
DoD Valuation
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
134,662.00
0.333
44,886.88
.00
44,886.88
.45
2,019.91
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
X
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 10-11-2005 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,019.91
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 78.31
TOTAL DUE 2,098.22
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
Ri'--
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG, PA 171Z8-0601
f'"" f'" ~ "''.f ':)
-:.v
INHERITANCE TAX
RECORD ADJUSTMENT
BENEFICIARY FORM ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSNI'DC
ACN
REV-1U4A EX AFP 111-04l
2'7:-' r: to;
- r; I
10-11-2005
DISANTO
04-01-2004
21 04-0337
CUMBERLAND
165-16-3878
04500196
Anount Renitted
MARIE C
LESLIE FICKINGER
1340 SUGAR MAPLE CT
NEW CUMBERLAND PA 17070-0000
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
------------------------------------------------------------------------------------------------------------------------------------------------------------------
REV-1604A EX AFP (01-03)
-- INHERITANCE TAX RECORD ADJUSTMENT BENEFICIARY FORM ASSETS __
DATE 10-11-2005
ESTATE OF DISANTO
MARIE
C DATE OF DEATH 04-01-2004
COUNTY
CUMBERLAND
FILE NO. 21 04-0337
ADJUSTMENT BASED ON:
S.S/D.C. NO. 165-16-3878
ADMINISTRATIVE CORRECTION
BENEFICIARY FORM ASSETS
ACN
04500196
NAME OF SECURITY:
MERRILL LYNCH
ACCOUNT NO. 825-12521
TYPE OF ACCOUNT:
( ) SECURITIES () SEC ACCT
( ) STOCK
( ) BOND
DOD Valuation
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.333
.00
.00
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT.fl
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE 00
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $I, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A '.CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
*
. ,
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
MARIE DISANTO
FILE NUMBER
Dianne McClain
ACN
2104-0337
04500196
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The above referenced ACN has been reduced to zero, as this account was reported on the
probate return.
ROW
Paqe 1
2['-'S ("
- ,-, r
"j.. '-J (~
. ,:.V
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
BENEFICIARY FORM ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISI~~, !','''',',~r',', '.,,"
PO BOX 280601 --C'-: . ..,: ,;-' ,
HARRISBURG, PA 17128-0 111-")'" L ,-
REV-1604A EX AFP 1l1-04l
\ t i
10-11-2005
DISANTO
04-01-2004
21 04-0337
CUMBERLAND
165-16-3878
04500197
Allount Rellitted
MARIE C
JOYCE r MOORE
108 LAUREl: WAY
PONTA VEDRA
FL 32082-0000
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
------------------------------------------------------------------------------------------------------------------------------------------------------------------
REV-1604A EX AFP (01-03)
-- INHERITANCE TAX RECORD ADJUSTMENT BENEFICIARY FORM ASSETS __
DATE 10-11-2005
ESTATE OF DISANTO
MARIE
C DATE OF DEATH 04-01-2004
COUNTY
CUMBERLAND
FILE NO. 21 04- 0337
ADJUSTMENT BASED ON:
S.S/D.C. NO. 165-16-3878
ADMINISTRATIVE CORRECTION
BENEFICIARY FORM ASSETS
ACN
04500197
NAME OF SECURITY:
MERRILL LYNCH
ACCOUNT NO. 825-12521
TYPE OF ACCOUNT:
( ) SECURITIES () SEC ACCT
( ) STOCK
( ) BOND
DOD Valuation
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.333
.00
.00
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE 00
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. nt
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), 1<1'
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
. "
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
MARIE DISANTO
FILE NUMBER
Dianne McClain
ACN
2104-0337
04500197
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The above referenced ACN has been reduced to zero, as this account was reported on the
probate return.
ROW
Paqe 1
BUREAU OF INDIVIDUAL TAXES
~~H~~~T~~~~oIAX DIVISlOt{ (' .'
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r~;;: ~>: ~.~8
INHERITANCE TAX
RECORD ADJUSTMENT
BENEFICIARY FORM ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
REY-160~A EX AFP [ll-O~)
ANTHONYr, DISANTO
25 SUSQUINETA HILL RD
DUNCANNON PA 17020-0000
10-11-2005
DISANTO
04-01-2004
21 04-0337
CUMBERLAND
165-16-3878
04500198
MARIE C
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
------------------------------------------------------------------------------------------------------------------------------------------------------------------
REV-1604A EX AFP (01-03)
-- INHERITANCE TAX RECORD ADJUSTMENT BENEFICIARY FORM ASSETS __
DATE 10-11-2005
ESTATE OF DISANTO
MARIE
C DATE OF DEATH 04-01-2004
COUNTY
CUMBERLAND
FILE NO. 21 04-0337
ADJUSTMENT BASED ON:
S.S/D.C. NO. 165-16-3878
ADMINISTRATIVE CORRECTION
BENEFICIARY FORM ASSETS
ACN
04500198
NAME OF SECURITY:
MERRILL LYNCH
ACCOUNT NO. 825-12521
TYPE OF ACCOUNT:
( ) SECURITIES () SEC ACCT
( ) STOCK
( ) BOND
DOD Valuation
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.333
.00
.00
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
'* . .
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
MARIE DISANTO 2104-0337
REVIEWED BY ACN
Dianne McClain 04500198
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The above referenced ACN has been reduced to zero, as this account was reported on the
probate return.
ROW
Paqe 1
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/06/2006
RADEBACH ROBERT G ESQ
107 LOCUST STREET
HARRISBURG, PA 17113
RE: Estate of DISANTO MARIE C
File Number: 2004-00337
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/01/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~ "~'f>~'l' ," t~~
. " ~\ ',!".'l~a:<,..<<_,< J'- VC:;~ "
f" 'I;._,j.~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
~y
~
/'
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
MAR..\E c. i),SAtJto
'-( ---I - 2,()O 4
Name of Decedent:
Date of Death:
Estate No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
Date:
1. State whether administration of the estate is complete:
Yes Kl No 0
2. lfthe answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. lfthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes <<J No 0
('~
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. ~. A
)-8-tJ!- ~ ~
Signature l\. / L
11~~y aJl~
N;~ ~)Ji~ riollJ ~AkAN~~
Address
7l1- fj~l{-S'()1'
Telephone No.
(:J
Capacity: 0 Personal Representative
o Counsel for personal representative
\~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
pri'nnn~n..cH~~SRITANCE TAX
~<:;:;~;~:Tr~5~~~~t.l,ENT OF ACCOUNT
, ~,_ .....\1 \.,.' , l.-; I ,"--" \. r. :, l
*'
REV-1607 EX AFP (03-05)
2001 JUN 29 PM I: 17
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-18-2007
DISANTO
04-01-2004
21 04-0337
CUMBERLAND
101
MARIE
C
CLERK OF
QRPHflN'S COURT
ANTHONY DISANTO ESQ CU~i1?;--CJ"\lr; r:(t PA
225 SOUTH ST
HBG PA 17101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
---------------------------------------------------------------------------
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF DISANTO
MARIE
C FILE NO. 21 04-0337
ACN 101
DATE 06-18-2007
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-28-2005
PRINCIPAL TAX DUE: 14,556.37
PAYMENTS (TAX CREDITS):
INT
AT
REV
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-30-2004 CD004108 727.37 13,820.00
EREST IS CHARGED THROUGH 07-03-2007 TOTAL TAX CREDIT 14,547.37
THE RATES APPLICABLE AS OUTLINED ON THE
ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 9.00
INTEREST AND PEN. 1.44
II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 10.44
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
en
( IF TOTAL DUE IS LESS THAN .1,
NO PAYMENT IS REQUIRED.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
,~ ,-. .., r-
i:~, I'll' _ ':-)I,-,1,'~, ERITANCE TAX
-=.'-- _ ,STA't.'EMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
Zu07 AUG 3/ PN 4: 00
ANTHONY DISANTO
225 SOUTH ST
HBG
CLrr"-' (' ,-
I [i-[i\ ,,)1--
ORDi' 'f,r"'-' -'
II -;t.....',1 \1'-....
ESQCU: ' ',-
'fiT
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-13-2007
DISANTO
04-01-2004
21 04-0337
CUMBERLAND
101
MARIE
C
Amount Remitted
PA 17101
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
-.
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF DISANTO
MARIE
C FILE NO. 21 04-0337
ACN 101
DATE 08- 13 - 2007
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-28-2005
PRINCIPAL TAX DUE: 14,556.37
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-30-2004 CDo04108 727.37 13,820.00
08-10-2007 WRITEOFF .00 10.52
TOTAL TAX CREDIT 14,556.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
l! IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~