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Home My WebLink About03-0514May 8, 2003 Certified Mail, Return Receipt Requested SINCE 1888 3211 North Front Street P.O. Box 5300 Harrisburg, PA 17110-0300 717-238-8187 Fax: 717-234-9478 Ms. Mary C. Lewis Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Other Offices Colonial Park Mechanicsburg 717-652-7020 717-691-5577 Millersburg Shippensburg 717-692-5810 717-530-7515 Re: Estate of Eleanor B. Cagnoni Dear Ms. Lewis: Herewith are original and one copy of the Will and Codicil and original and one copy each of the Petition for Probate (which was sworn to before the Clerk of Dade County, Florida) and Estate Information Sheet. Also enclosed are original Death Certificate and a check for $124.50. The amount of $80 is for the Will, $10.50 for the Codicil, $15 for the extra pages, $9 for Short Certificates (total of 3), and $10 for JCP fee. I have enclosed a pre-posted envelope for you to return the extra counterparts of the above- mentioned documents and for return of the Short Certificates. Please time-stamp the extra counterparts before returning to me. Thank you. Very truly yours, METZGER, WICKERSHAM, KNAUSS & ERB, P.C. JLH/amm Enclosures 268013-1 James E Carl Edward E. Knauss, IV* Jered L. Hock Steven P. Miner Clark DeVere Milton Bemstein Brace J. Warshawsky Francis J. Lafferty, IV David H. Martineau Andrew W. Norfleet Andrew C. Spears Young-Suh Koo * Board Certified in civil trial law and advocacy by the National Board of Trial Advocacy Estate of Eleanor B. Cagnoni also known as Social Security No. 150-30-9207' Deceased. The petition of.the undersigned respectfully represents that: Your petitioner(x), who is/~m~ 18 years'of age or older an the execut or in the last. will of the above decedent, dated · June 7 and codicil(s) dated July 6, 1992' PETITION FOR PROBATE and GRANT OF LETTERS' To: Register of Wills for the , County of Cumberland in 'the · Commonwealth of Pennsylvania . '.named ., 19.-91. (state relevant circmnstances, e.g. renunciation, death 6f:~xecttt~,' e~¢i)i' · 'Decendent was domiciled at death in h er - last family or principal residence at Hampden Township Cumberland 5340 Joshua · C0un~,Pennsylvania, with ~oad;. Mechafiicsburg; '(list street, number and muncipaliiy) D~eacne, nde..nt, then . 88 years of age, died February 2 , ~[~. 2003 at orcare ,- Cam~>~ Hill~ 'Cumberland? County ~ Pennsylvania " Except as follows, ·decedent did not marry, was not'divorced and did not have a child bom Or adopted after execution of the will offered for probate; was not the victim Of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If dotniciled in Pa.) All personal property $ · (If not domiciled'ia-Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 50,000.00 WHEREFORE, presented herewith and'the grant of letters theron. petitioner(x) Robert Ca~oni 3619 N.E. 207th Street, Apt. Aventura~ FL 33180 respectfully "request(s). the probate of the last will and codicil(s) te s t ament ary (testamentary; administration c.t.a.; administration d.~n.c.t.a.) Sworn to or affi e Yn ¥ s [ eC LER C before me this 2302 OATH OF' PERSONAL REPRESENTATIVE STATE OF . true and correct to the best of the ~owledge ~d belief of ~titioner(s) and that as~ners~re~ ,,.. ] .]~~.~? .... tative(s) of the above decedent petitioner(s) will well l~d truly ad~ni~_ t~_ ~tat~ ~Cco~~,~; Sworn to or affirmea ~a suoscrioed ~ x_ ..~ -- -_ } ~~ ' before me t~s Estate of No. 21-03-514 Eleanor B.' Cagnoni , Deceased 'DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JUNE 25 ~ ~2_0_9~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, iT iS DECREED that the instrument(s) dated June 7, 1991, and July 6, 1992 · described therein be admitted to probate and filed of record as the last will of ~leanor B. Cagn~ni ; and Letters Testamentary are hereby granted to J. Robert Cagnoni FEES Probate. Letters, Etc .......... $ 8QoQQ Short Cemificates( ~.~T..p,e~..~..~. $ 18.00 jcP $ 10.00 ~OTAL $127.50 FRed ~Q~.ZS,.2~Q3 .............. ' Jered L. Hock, Esquire #19211 ATTORNEY (Sup. Ct. I.D. No.) 3211 N. Front St.; PO Box 5300 Harrisburg,PA 17110-0300' ADDRESS ('7 ~17) 238-8!87 PHONE EV 9/86 T:~is is to certify that the information here given is correctly copied fi'om an oi:iginal certificate of death dulx filed with me as l,ocal Registrar. The original certificate will be fbrwarded to the State Vital Records Office for pcrmaneul filing. WARNING: It is ill~§~l to dupIi¢~le lhi$ copy by' photostat or pholoflr~ph. Fee for this certificate, $2.00 P 8913010 No. Local Registrar 2003 Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH · SEX SOCIAl. SECURITY NUMI~ER 88 v~. ~ I aanuar 1, ~' o~: ' ~- ~ ]~ ~anor~are V' :~.~ I .._ ~E~'~USUAL~CU~ I KINO~BUSlNES~IN~Ry ' I~S~cr~mEVER,M. ...... It. ' Im white 5340 Joshua Road re~ o~ ~.~. ~. ~echanlcsburg, PA 17050 ~j ~m' ~.~ FATHER'SNAME(F~.M~.La~j 1~.C~ Cumberland ~? -..~ ~m~ Mechanicsbur$ ~.~rs.~.~.~ ~ . Eugenia Dalrym~le ,~. George Baird I~IHER'S NA~ (F~a. M~. M~ ~e ~S~S,~ ............ ~ ............ [~ 5340 Joshua Road' M~cha~icsburg, p 7050 ,,. ~ ~, ~ebruary 6, 2003 ] Pleasant H~11 Cemetery ,~ ~ ~ /~/~ .~. I ...... IN~E~OA~~Parthemo ~..~.~. ..... .,,~.~ I ..... -~'~.'"m~'"w~,~..~.~,~,.~ ......... ' w C erland, PA 17070 0431 · ,~,~,, .... ~ .......... .,~,~ ..... . ...................................... = ~. , 21-03-514 21-03-514 FIRST CODICIL TO THE LAST WILL AND TESTAMENT -OF- ELEANOR B. CAGNONI I, ELEANOR B. CAGNONI, of Bayonet Point, Pasco County, Florida, declare this to be a First Codicil to my Last Will and Testament dated June 7, 1991. FIRST: ARTICLE III of my Last Will and Testament is deleted in its entirety, and is replaced with a new ARTICLE III to read as if the same were originally included therein, as follows: "ARTICLE III I name my son, J. ROBERT CAGNONI, as Personal Representative of this my Last Will and Testament, to serve without bond. If my said son is unwilling or unable to act as such, then I name my son, G. RICHARD CAGNONI, and my daughter, ELAINE C. DOWNING, as alternate Co-Personal Representatives, to serve without bond. My Personal Representative shall have full power to sell, convey and encumber, without notice or confirmation, any assets cf my estate, real or personal; to mortgage or pledge any estate property; to continue all of my business operations; to invest and reinvest any assets of my estate; and to select any part of the estate in satisfaction of any partition or distribution there- under, in kind, in money or both." SECOND: All other Articles, paragraphs, terms and provisions of this Will dated June 7, 1991, remain in force and effect. IN WITNESS WHEREOF, I, ELEANOR B. CAGNONI, have hereunto subscribed my name this 6th day of July, 1992. ~-~E~R' B. CAGNO~ ~ ON THE DATE LAST WRITTEN, ELEANOR B. CAGNONI declared to us, the undersigned, that the foregoing instrument was the First Codicil to her Last Will and Testament dated June 7, 1991, and she requested us to act as witnesses to it. She thereupon signed in our presence and in the presence of each of us, and we signed in the presence of the Testatrix, as witnesses: residing at residing at PROOF OF CODICIL STATE OF FLORIDA) COUNTY OF PASCO ) We, ELEANOR B. CAGNONI, LORRAINE SMITH and LINDA BUTCHER, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, having been sworn, declared to the undersigned officer that the Testatrix, in the presence of the witnesses, signed the instrument as her First Codicil to her Last Will and Testament dated June 7, 1991, that she signed, and that each of the witnesses, in the presence of the Testatrix and in the presence of each other, signed the First Codicil ~ witness. EANOR B. CAGNONI ~ WITNESS SUBSCRIBED AND SWORN to before me by ELEANOR B. CAGNONI, the Testatrix, and by LORRAINE SMITH and LINDA BUTCHER, the witnesses, on July 6, 1992, all of whom personally appeared before me. ELEANOR B. CAGNONI is personally known to me. LORRAINE SMITH is personally known to me. LINDA BUTCHER is peKsonally known to me. N TARY PUBLIC, St~f Florida My commission exp~_.~: MALCOLM R. SMITH Notary Public, Slate of Florida My comm. expires Nov. 5, 1~,3 No. AA 722432 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 OO3911 HOCK JERED L ESQ P O BOX 5300 3211 NORTH FRONT STREET HARRISBURG, PA 17110 fold ' ESTATE INFORMATION: SSN: 150-30-9207 FILE NUMBER: 2103-0514 DECEDENT NAME: CAGNONI ELEANOR B DATE OF PAYMENT: 05/06/2004 POSTMARK DATE: 05/06/2004 COUNTY: CUMBERLAND DATE OF DEATH: 02/02/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $502.00 REMARKS: TOTAL AMOUNT PAID: $502.00 SEAL CHECK//1007 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS LAST WILL AND TESTAMENT 21-03-514 -OF- ELEANOR B. CAGNONI I, ELEANOR B. CAGNONI, of Bayonet Point, Pasco County, Florida, being of sound and disposing mind and memory, and not acting under duress, menace, fraud, or any other undue influence, make, publish and declare this to be my Last Will and Testament. I revoke all Wills and Codicils signed by me before this date. ARTICLE I I direct that all just debts for which proper claims are filed against my estate, and the expense of my last illness and funeral, be paid by my Personal Representative, as soon as is practicable. However, this direction shall not authorize the payment of any debt or obligation prior to thei~ maturity in due course, and this direction shall not authorize the payment of any debt or obligation by the sale of property exempt by law from the claims of creditors. ARTICLE II A. I devise my homestead real property equally to my three (3) children, G. RICHARD CAGNONI, ELAINE C. DOWNING and J. ROBERT CAGNONI, per stirpes. My homestead real property bears the following legal description from the deed: "Lot 1037, Beacon Woods Village 5-B, as recorded in Plat Book 1!, pages 89 through 91 of the Public Records of Pasco County, Florida." B. I devise any real property which I may own within the State of New Jersey equally to my three (3) children, G. RICHARD CAGNONI, ELAINE C. DOWNING and J. ROBERT CAGNONI, per stirpes. C. I devise the residue of my estate to the Trustee or Successor Trustee of the ELEANOR B. CAGNONI Revocable Trust dated this day, to be added to the property already held in said Trust by the Trustee or Successor Trustee and to be held, managed and distributed in accordance with the terms of said Trust. The receipt of the residue by said Trustee or Successor Trustee from my Personal Representative shall be a complete discharge to my Personal Representative. Said Trustee or Successor Trustee shall not be required to account in any further way to the Probate Court. My Personal Representative shall not be required to see to the use or application of assets delivered over to said Trustee or Successor Trustee. 2 D. If the above-described Trust is not in existence at the time of my death, or if for any reason a court of competent jurisdiction has declared the Trust to be ineffective for dis- position of the assets of my estate, I devise the residue of my estate to the Trustee or Successor Trustee named in the Trust Instrument, to be held, managed and distributed in the manner described in the Trust, for the period beginning with the date of my death, giving effect to all then existing amendments of the Trust that shall be valid, and in any event giving effect to all terms of the Trust now in effect; and for the purposes of this paragraph only I incorporate by reference the Trust as it now exists into this Will. ARTICLE III I name my three (3) children, G. RICHARD CAGNONI, ELAINE C. DOWNING and J. ROBERT CAGNONI, as Co-Personal Representatives of this my Last Will and Testament, to serve without bond. My Personal Representative shall have full power to sell, convey and encumber, without notice or confirmation, any assets of my estate, real or personal; to mortgage or pledge any estate property; to continue all of my business operations; to invest and reinvest any assets of my estate; and to select any part of the estate in satisfaction of any partition or distribution there- under, in kind, in money or both. 3 IN WITNESS WHEREOF, I, ELEANOR B. CAGNONI, have hereunto subscribed my name on June 7, 1991. ELEANOR B. CA~NONI ~ ON THE DATE LAST WRITTEN, ELEANOR B. CAGNONI declared to us, the undersigned, that the foregoing instrument was her Last Will and Testament, and she requested us to act as witnesses to it. She thereupon signed in our presence and in the presence of each of us, and we signed in the presence of the Testatrix, as witnesses: residing at at 4 PROOF OF WILL STATE OF FLORIDA) COUNTY OF PASCO ) We, ELEANOR B. CAGNONI, MALCOLM R. SMITH and LORRAINE SMITH, the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned officer that the Testatrix signed the instrument as her Last Will in the presence of all the witnesses and that she signed voluntarily and that each of the witnesses in the presence of the Testatrix, at her request, and in the presence of each other signed the Will as a witness and that to the best of the knowledge of each witness the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~1~ANOR B. CAGNON~ / WITNESS SUBSCRIBED AND SWORN to before me by ELEANOR B. CAGNONI, the Testatrix, and MALCOLM R. SMITH and LORRAINE SMITH, the witnesses, on June 7, 1991. NOT~R~ .PUBLIC, State of Florida M~ ~ission expires: . ~ 5 '03 !~¥ 12 P3:37 May 15, 2003 SINCE 1888 3211 North Front Street P.O. Box 5300 Harrisburg, PA 17110-0300 7] 7-238-8187 Fax: 717-234-9478 Office of Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Other Office_s Colonial Park Mechanicsburg 717-652-7020 717-691-5577 Millersburg Shippensburg 717-692-5810 717-530-7515 Attn: Cheryl Re: Estate of Eleanor B. Cagnoni Dear Cheryl: As per your call to my office, herewith is our check in the amount of $3 for additional probate fee required. I await receipt of time-stamped copies of the probate documents and Short Certificates, as per my May 8 letter. Thank you. Very truly yours, METZGER, WICKERSHAM, KNAUSS & ERB, P.C. JLFdarmm Enclosure 280869-1 James E Carl Edward E. Knauss, IV* Jered L. Flock Steven E Miner Clark DeVere Milton Bemstein Bruce J. Warshawsky Francis J. Laffert , IV David H. Martineau Andrew W. Norfleet Andrew C. Spears Young-Suh Koo * Board Certified in civil trial law and advocacy by the National Board of Trial Advocacy egi ter of ills ( [erlt of the ®rpbans' ourt Coun~ u! Cumlnrlan~ COURTHOUSE, CARLISLE, PA 17013 MARY C. LEWI~ gegister of Wills & Clerk of the Orphans' Court JERRY R. D~, ESQ. Solicitor TO: J. Robert Cagnoni Estate off Eleanor B. Cagnoni 3619 N.E. 207th St., Apt. 2302 Aventura, FI. 33! 80 Date: 05-20-2003 ENCLOSED PLEASE FIND THE PETITION FOR PROBATE AND GRANT OF LETTERS TESTAMENTARY. OUR OFFICE REQUIRES YOU TO GO TO THE CIRCUIT COUNTY COURTS IN FL. AND SIGN BEFORE THEM WHERE IT STATES, SIGNATURE AND RESIDENCE OF PETITIONER, HAVE THEM STATE THAT YOU SIGNED BEFORE THEM AND DATE THIS PLEASE ON A SECOND MEMO. YOU DID NOT SIGN THIS PORTION AND WE CAN NOT ISSUE THE LETTERS WITHOUT YOUR SIGNATURE J. ROBERT CAGNONI. I AM SORRY FOR THE INCONVIENCE . IF YOU HAVE ANY QUESTIONS YOU CAN REACH ME AT (717)240-5340. THANK YOU AND HAVE A NICE DAY. PLEASE REPLY TO THE ATTENTION OF CHERYL. CC: JERED L. HOCK, ESQUIRE CHERYL A. WINTERS, 2nd DEPUTY REGISTER OF WILLS OFFICE CUMBERLAND COUNTY COURTHOUSE CARLISLE, PA 17013-3387 The at__ment subscribed before me 2003. RUVIN, CLEo was sworn to or affirmed and this _/~Z~ of ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent · Date of Death · Will No.: 2003-00514 Eleanor B. Cagnoni February 2, 2003 Admin. No.: To the Register: I hereby certify that notice of beneficial interest 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 October ~l , 2003 Nallle Elaine C. Downing G. Richard Cagnoni J. Robert Cagnoni Address 5340 Joshua Road; Mechanicsburg, PA 17050 196 Center Grove Road; Randolph, NJ 07869 2021 N.W. 36th Street; Ft. Lauderdale, FL 33309 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: October Z{ 2003 Name Jered L. Hock, Esquire Address 3211 North Front Street Telephone Capacity: P.O. Box 5300 Harrisburg, PA 17110-0300 (717) 238-8187 __ Personal Representative X Counsel for Personal Representative 290942-1 I- Z 0 >,om >-~- ~_o October 30, 2003 Law Offices of Metzger & Wickersham 3211 North Front St. P.O. Box 5300 Harrisburg, Pa. 17110-0300 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone (717) 787-3930 FAX (717) 772-0412 Dear Mr Hock: Re: Estate of Eleanor B. Cagnoni File Number 2103-0514 This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before May 02,2004. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. Claudia Maffei, Supe'~isor Document Processing Unit Inheritance Tax Division [ ( Lj '~..'--~..:..:- r-. :- / '7 0 12 ' i,,,lil,,,iih,,,,,'ii,,li,,,ih- . ,i,,ii,hTk:l,l,,ht,'l J. ROBERT CAGNONI, EXECUTOR ELEANOR B. CAGNONI ESTATE 2021 N.W. 36TH ST. OAKLAND PARK, FL 33309-5755 Payto the ~ orderof/~ '~"~'..2'.,~.~'~'~ ~:~ ~ BankofAmerica. ~ ACH ~ 631~277 ~~ ~-'O r= =. l, OO 8 ? ?~.' 1007 '------------~ Dollars i~1 "~?~.~ Bank of America Advantage '7-'~K' 0 ?,~--,tl __~.~ ~" DO ~ ?r='o ? :~q 2 7r8"' l'OO? ' ' ............... REV-1500EX (6-OO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 ~ oo n-._~ ~ nnn Z REV- 1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 -- 03 0514 I COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I-- SOCIAL SECURITY NUMBER Z 2agnoni Eleanor B 150-30-9207 I~1 DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR ~t THIS RETURN MUST BE FILED IN DUPLICATE WITH THE '" 2/2/2003 1/1/1915 REGISTER OF WILLS I.U (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) f'~ SOCIAL SECURITY NUMBER u.I I X I 1. Original Return I I 2. Supplemental Return U 3. Remainder Return (date of death prior to 12-13-8 ----]4. Limited Estate ~--] 4a. Future Interest Compromme (date of death after 12-12-82) ~'] 5. Federal Estate Tax Return Required ~ §. Decedent Died Testate (Attach copy of Will) r~ 7. Decedent Maintained a Living Trust (Attach copy of TruSt) -- 8. Total Number of Safe Deposit Boxes ~ 9. Litigation Proceeds Received E~ 10. Spousal Poverty Credit (dat. ord..th b~ ..... 12-31-91 and 1-1-9§) ~'~ 11. Election to tax under Sec. 9113(A)(Auach S. ,, THIS SECTION MUST' BE COMPLETED; ALL C:ORRESPONDENCE ~D: CONFIDENTIAL TAX iNFORMATiON :SHoU~ BE DiREcTED::TO: : NAME ! C6MPI_~:TE MAILING ADDRESS 7ered L. Hock, Esquire 3211 N. Front St.; PO Box 5300 FIRM NAME (If Applicable) Harrisburcj, PA 17110-0300 Metzger Wickersham TELEPHONE NUMBER 17-238-8187 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) 0 57,269 36 0 8. Total Gross Assets (total Lines I-7) 9. Funeral Expensas & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1 I. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (8) 5,539 743 (11) (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) OFFICIAL USE ONLY 57,305 6,282 51,023 0 51,023 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES 5. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 911 § (a)( 1.2) 1§. 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 20. 0 x.o 0.00(15) 51,024 x.O 45 (10) 0 x .12 (17) 0 x.15 (18) (19) 0 2,296 0 0 2,296 ,HASPXXNUMBER Estate of Name Address Executors (Page 1) J. Robert Cagnoni 2021 N.W. 36th Street 150-30-9207 Ft. Lauderdale, FL 33309- Tax ID 156-46-8113 Decedent's Complete Address: STREET ADDRESS 5340 Joshua Road Cumberland County c~ Mechanicsburg ISTATE IZIP 17050- 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 1,800 0 Total Credits (A + B + C) (2) 0 0 Total Interest/Penalty (D + E) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (3) (4) (5) (5A), (SB)_ 2,296 1,800 0 0 496 6 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 502 Make Check Payab/e to: REG/STER OF W//./-S, 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 transferred; ....................... b. retain the right to designate who shall use the property transferred or its income; ......... c. retain a reversionary interest; or ................................ ....~ ['~ d. receive the promise for life of either payments, benefits or care7 ................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration7 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~ . IF THE ANSWER TO ANY OF THE ABOVE QUES~'iON~ ~S' ~E~ ~/'~)L~ I~I~S'T'C~I~I~,~='~-'=~'~=~',. '= ~,-'-'---' '--' ' ' ~--~ .... ' ............... ,-,,-~ u AmD PILE IT AS PART OF THE RETURN. Under penaltms of perjury, I dec are that have examined th s return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete, Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RE~PONSIBkE FOR FILING RETURN DATE ADDRESS ~.W. 36th Street Ft. Lauderdale, FL 33309 / ~iATE 3211 N. Front St.; PO Box 5300 Harrisburg, PA 17110-0300 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. § 911 § (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 I, 2000: The tax rate imposed on the net value of transfers from a deceased child twenW-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. § 911 §(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. § 911 §(a)( 1 )]. The tax rate imposed on the net value of t~ansfers to or for the use of the decedent's siblings is 12% (72 P.S. § 911 ~(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. HASPXXNUMBER REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Eleanor B. Cagnoni Include the ITE~/ NUMBEI 1. FILE NUMBER 21-03-0514 )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 VALUE AT DATE DESCRIPTION OF DEATH Raymond James Franklin Federal Tax Free Income Fund Class A (FKTIX) 786.164 Shares Share price Friday, 01/31/03, $11.91; value 01/31/03 - $9363.21. Share price Monday, 02/03/03, $11.86; value 02/03/03 $9323.91. Average between Friday and Monday values - $9343.56. State of New Jersey - benefit check U.S. Treasury - refund Wachovia Bank Checking Account No. 1010008160915 Interest accrued to 2/2/2003 Wachovia Bank Savings Account No. 3000012096656 Interest accrued to 2/2/2003 Wachovia Bank Savings Account No. 3000012096669 9,344 7,022 1,023 13,334 1 26,371 8 166 TOTAL (Also enter on line HASPXXNUMBER (if more space is needed, insert additional sheets of the same size) 57,269 REV-1509 EX + (1-97) COMMONWEALTH OFPENNSYLVANIA INHERITANCETAXRETURN RESIDENT DECEDENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY Eleanor B. Cagnoni FILENUMBER 21-03-0514 ~fanassetwasmadej~intw~thin~neyear~fthedecedent~sdate~fdeath~itmustberep~ed~nschedu~eG~ SURVIVINGJOINTTENANT(S) NAME ADDRESS RE~T(ONSHIPTODECEDENT A. Elaine C. Downing 5340 Joshua Road, Mechanicsburg, PA 17050 Daughter JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT similar identifying number. Attach deed for jointly-held real estate, VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 7/13/2000 Wachovia Bank Checking Account No. 1010008161396 73 49.300 36 TOTAL(Also enter on line 6, Recapitulation) $ 3 6 pace ts needed, insert additional sheets of same size) REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Eleanor B. Cagnoni FILE NUMBER 21 03 0514 Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: 1. DESCRIPTION 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: AttorneyFees Metzger, Wickersham, Knauss & Erb, P.C. (estimated) Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Retum Preparer's Fees Metzger, Wickersham, Cumberland County Register of Wills - Short Certificates Cumberland Law Journal fee for publication of Estate Notice State Zip _, Knauss & Erb, P.C. (es ted) Total from continuation pages TOTAL (Also enter on line 9, Recapitulation) $ 5,539 AMOUNT 4,400 125 450 12 75 477 HASPXXNUMBER (If more space is needed, insert additional sheets of same size) Schedule H part 2 (Page 2) Estate of: Eleanor B. Cagnoni Item No. Description Amount 4 5 6 7 8 Metzger, Wickersham, Knauss & Erb, P.C. reimbursement for photocopies, postage, long distance calls, and fax Patriot News Co. fee for publication of Estate Notice Reserve for closing Reserve for filing Account Reserve for filing Releases Reserve for reimbursement for additional photocopies, postage, long distance calls, fax 119 118 50 150 25 15 Total (Carry forward to main schedule) 477 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULEI DEBTS OF DECEDENT, MORTGAGELIABILITIES,& LIENS Eleanor B. Cagnoni FILE NUMBER 21-03 -0514 Include unreimbursed medical expenses. ITEM NUMBEt DESCRIPTION 1. HCR Manor Care - debt of decedent 2 Orthopedic Institute of Pennsylvania - debt of decedent 3 Silver Spring Ambulance and Rescue - debt of decedent AMOUNT 169 259 315 TOTAL (Also enter on line 10, Recapitulatio~ 743 HASPXXNUMBER (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 Eleanor B. Cagnoni NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 2 TAXABLEDISTRIBUTIONS[includeoutrightspousaldistributions, andtransfe~ underSec. 9116(a)(1.2)] G. Richard Cagnoni 196 Center Grove Road Randolph, NJ 07869 33.333333% Residue: 16,996 J. Robert Cagnoni 2021 N.W. 36th Street Ft. Lauderdale, FL 33309 33.333333% Residue: 16,996 II. Total from continuation pages Ion FILE NUMBER 21 03 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) ~on 0514 AMOUNT OR SHARE OF ESTATE 16,996 16,996 17,032 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET HASPXXNUMBER (If more space is needed, insert additional sheets of the same size) Estate of: Eleanor B. Cagnoni Item No. Description Schedule J part 1 (Page 2) Relation Amount Elaine C. Downing 5340 Joshua Road Mechanicsburg, PA 17050 Wachovia Bank Checking Account No. 1010008161396 Inventory Value: 36 33.333333% Residue: 16,996 Daughter 17,032 Total (Carry forward to main schedule) 0 LAST WILL AND TESTAMENT -OF- ELEANOR B. CAGNONI I, ELEANOR B. CAGNONI, of Bayonet Point, Pasco County, Florida, being of sound and disposing mind and memory, and not acting under duress, menace, fraud, or any other undue influence, make, publish and declare this to be my Last Will and Testament. I revoke all Wills and Codicils signed by me before this date. ART~_~LE I I direct that all just debts for which proper claims are filed against my estate, and the expense of my last illness and funeral, be paid by my Personal Representative, as soon as is practicable. However, this direction shall not authorize the payment of any debt or obligation prior to their maturity in due course, and this direction shall not authorize the payment of any debt or obligation by the sale of property exempt by law from the claims of creditors. 1 ARTICLE II A. I devise my homestead real property equally to my three (3) children, G. RICHARD CAGNONI, ELAINE C. DOWNING and J. ROBERT CAGNONI, per stirpes. My homestead real property bears the following legal description from.the deed: "Lot 1037, Beacon Woods Village 5-B, as recorded in Plat Book 1!, pages 89 through 91 of the Public Records of Pasco CountY; Florida.,, · B. I devise any real property which I may own Within the State .of New Jersey equally to my three (3) children, G. RICHARD CAGNONI, ELAINE C. DOWNING and J. ROBERT CAGNONI, per stirpes. C. I devise the residue of my estate to the Trustee or Successor Trustee of the ELEANOR'B. CAGNONI Revocable Trust dated this day, to be added to the p~perty already held in said Trust by the Trustee or Successor Trustee and to be held, managed and distribUted in accordance with the terms of said Trust. The receipt of the residue by said Trustee or Successor Trustee from my Personal Representative shall be a complete discharge to my Personal Representative. Said Trustee or Successor Trustee shall not be required to account in any further way to the Probate Court. My Personal Representative shall not be required to see to the use or application of assets delivered over to said Trustee or Successor Trustee. 2 D. If the above-described Trust is not in existence at the time of my death, or if for any reason a court of competent jurisdiction has declared the Trust to be ineffective for dis- position of the assets of my estate, I devise the residue of my estate to the Trustee or Successor Trustee named in the Trust Instrument, to be held, managed and distributed in the manner described in the Trust, for the period beginning with the date of my death, giving effect to all then existing amendments of the Trust that shall be.valid, and in any event giving effect to all terms of the Trust now in effect; and for the purposes of this paragraph only I incorporate by reference the Trust as it now exists into this Will. ARTICLE III I name my three (3) children, G. RICHARD CAGNONI, ELAINE C. DOWNING and J. ROBERT CAGNONI, .as Co-Personal Representatives of this my Last Will and Testament, to serve without bond. My Personal Representative shall have full power to sell, convey and encumber, without notice or confirmation, any assets of my estate, real or personal; to mortgage or pledge any estate property; to continue all of my business operations; to invest and reinvest any assets of my estate; and to select any part of the estate in satisfaction of any partition or distribution there- under, in kind, in money or both. 3 IN WITNESS WHEREOF, I, ELEANOR B. CAGNONI, have hereunto subscribed my name on June 7, 1991. ELEANOR B. CA~NONI ~ ON THE DATE LAST WRITTEN, ELEANOR B. CAGNONI declared to us, the undersigned, that the foregoing instrument was her Last Will and Testament, and she requested us to act as witnesses to it. She thereupon signed in our presence and in the presence of each of us, and we signed in the presence of the Testatrix, as witnesses: residing at. 4 PROOF OF WILT0 STATE OF FLORIDA) COUNTY OF PASCO ) We, ELEANOR B. CAGNONI, MALCOLM R. SMITH and LORRAINE SMITH, the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned officer that the Testatrix signed the instrument as her Last Will in the presence of all the witnesses· and that she signed voluntarily and that each of the witnesses in the presence of the Testatrix, at her request, and in the presence of each other signed the Will as a witness and that to the best of the knowledge of each witness the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~. R B. CAGNON~-- / ¢ . WITNESS SUBSCRIBED AND SWOP~N to before me 'by ELEANOR B. CAGNONI, the Testatrix, and MALCOLM R. SMITH and LORRAINE SMITH, the witnesses, on June 7, 1991. MN sUsB oInC ' e!~!~!ee s ..° fN~°p~~te 0f Flor~a My (emm~gn Expires Feb. 8, ~994 hru Troy Fain. Insuranca FIRST CODICIL TO THE LAST WILL AND TESTAMENT -OF- ELEANOR B. CAGNONI I, ELEANOR B. CAGNONI, of Bayonet Point, Pasco County, Florida, declare this to be a First Codicil to my Last Will and Testament dated June 7, 1991. ~IRST: ARTICLE III of my Last Will and Testament is deleted in its entirety, and is replaced.with a new ARTICLE III to read as if the same were originally included therein, as follows: ."ARTICLE II/ I name my son, J. ROBERT CAGNONI, as Personal Representative of this my Last Will and Testament, to serve without bond. If my said son is unwillin~ or unable to act as such, then I name my son, G. RICHARD CAGNONI, and my daughter, ELAINE C. DOWNING, as alternate Co-Personal Representatives, to serve without bond. My Personal Representative shall have full power to sell, convey and encumber, without notice or confirmation, any assets of my estate, real or personal; to mortgage or pledge any estate property; to continue all of my business operations; to invest and reinvest any assets of my estate; and to select any part of the estate in satisfaction of any partition or distribution there- under, in kind, in money or both.,, SECOND: All other Articles, paragraphs, terms and provisions of this Will dated June 7, 1991, remain in force and effect. IN WITNESS WHEREOF, I, ELEANOR B. CAGNONI, have hereunto subscribed my name this 6th day of July, 1992. EANOR B. CAGNO~ ~ ON THE DATE LAST WRITTEN, ELEANOR B. CAGNONI declared to us, the undersigned, that the foregoing instrument was the First Codicil to her Last Will and Testament dated June 7, 1991, and she requested us to act as witnesses to it. She thereupon signed in our presence and in the presence of each of us, and we signed in the presence of the Testatrix, as witnesses: residi~hg at residing at 2 PROOF OF CODICIL STATE OF FLORIDA) COUNTY OF PASCO ) We, ELEANOR B. CAGNONI, LORRAINE SMITH and LINDA BUTCHER, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, having been sworn, declared to the undersigned officer that the Testatrix, in the presence of the witnesses, signed the instrument as her First CodiCil to her Last Will and Testament dated June 7, 1991, that she signed, and that each of the witnesses, in the presence of the Testatrix and in the presence of each other, signed th~irst Codicil ~a witness.~ · · GNONI f/ · WITNESS SUBSCRIBED AND SWORN to before me by ELEANOR B. CAGNONI, the Testatrix, and by LORRAINE SMITH and LINDA BUTCHER, the witnesses, on July 6, 1992, all of whom personally appeared before me. ELEANOR B. CAGNONI is personally known t'6 me. LORRAINE SMITH is personally kn~B~sonally known to me. NOTARY PUBLIC, sta~'~f Florida My commission exp~: MALCOLM R. SMITH Notary Public, S~ate of Florida My comm. expires Nov. 5, 1993 No. AA 722432 3 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280&0! HARRISBURG, PA 17128-0&01 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C01-03) JERED L HOCK ESQ METZGER WICKERSHAM PO BOX 5300 HBG PA 17110 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACM 06-28-2004 CAGNONI 02-02-2003 21 05-0514 CUMBERLAND 101 Amount Remitted ELEANOR B MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONg THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS -~ REV-IS47 EX AFP {01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CAGNONI ELEANOR B FILE NO. 21 05-0514 ACH 101 DATE 06-28-2004 TAX RETURN NAS: C X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds CSchedule B) 5. Closely Held Stock/Partnership Interest CScheduZe C) ($) 4. Mortgages/Notes Receivable CSchedule D) 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) 6. Jointly Owned Property CScheduZe F) 7. Transfers CSchedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule l) ClO) 11. Total Deductions 12. Net Value of Tax Return 57r269.00 .00 NOTE: To insure proper .00 credit to your account, .00 submit the upper portion .00 of this form w/th your tax payment. C8) 5,559.00 745.00 ¢12) 51,025.00 57,505.00 TAX CREDITS: PAYMENT 1S. 14. NOTE: ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of L/ne 14 taxable at Collateral/Class B rate 19. Pr/nc/pal Tax Due I RECEIPT DATE NUMBER 10-51-2005 CD005198 05-06-2004 CD005911 DISCOUNT C+) INTEREST/PEN PAID .00 6.00- c16> 51,024,00 X c17) '.'0 0 x Cia) .00 x reflect figures that include the total of ALL returns assessed to AMOUNT PAID BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-07-2004 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN, TOTAL DUE date 00 045 = Cig)= 1,800.00 502.00 Charitable/Governmental Bequests; Non-elected 9115 Trusts CSchedule J) C15) Net Value of Estate Sub.lect to Tax C14) If an assessment was issued previously, lines 14, 15 and/or 16, 17, .00 51,025.00 18 and 19 will .00 2,296.00 .00 .00 2,296.00 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 2,296.00 .00 4.94 4.94 C IF TOTAL DUE IS LESS THAN gl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .00 RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR)= OBJECTIONS= ADNIN- IST~TIVE CORRECTIONS= DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate Ks transferred tn possess:on or enjoyment to Class B Ccollataral) beneficiaries of the decedent after ~he expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawfu! Class B (collateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. C72 P.S. Sec:ton 9140). Detach the top port:on of this Not:ce and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Ntlls, any of the 25 Revenue District Offices, or by calling the special 24-hour answering service for fores ordering: 1-800-562-2050; services for taxpayers with spec:al hear/rig and / or speaking needs: 1-800-447-5020 CTT only). Any party tn interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax Cincluding discount or interest} as sho~n on this Not:ce must object within sixty C&O) days of receipt of this Notice by= --written protest to the 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. Fac:ua! errors discovered on this assessment should be addressed tn writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Un:t, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" CREV-1501) for an explanation of administratively correctable errors. If any tax due Ks paid within three C5) calendar months after the decedent's death, a five percent CSX) discount of the tax paid is a/lowed. The 15X tax amnesty non-par:lc:patton penalty Ks computed on the total of the tax and interest assessed, and not paid before January I8, 199&, the first day after the end of the tax amnesty per:od. This non-participation penalty Ks appealable tn the same manner and tn the the same time period as you would appea! the tax and interest that has been assessed as indicated on this not:ce. Interest Ks charged beginning with first day of deltnquensy, or nine C9~ months and one C1) 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 CEX) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are: Interest Daily Interest Dally Interest Dally Year Rate Factor Year Rate Factor Year Rate Factor ~ 20X . 0005~8 ~'1)'~8 - 1991 IiX .000501 ~ 9X . 000247 1985 16X . 000458 1992 9Y. . O00247 2002 6Y. · 000164 1984 11X .000501 1995-1994 7Y. .000192 2005 5X .000157 1985 15X · 000556 1995-1998 9Y. . 000247 200~ 4Y, · 000110 1986 lOX .000274 1999 7Y. .000192 1987 lOX .000274 2000 7X .000192 --Interest Ks calculated as foZlows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAY6 DELIN&iUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment, If payment Ks made after the interest computation date shown on the Notice, additional interest must be calculated. F U.S. POSTAGE $3.85 Date of sale O5/03/04 " ' 02 1PO0 02312537 PRIORITY HAIL AS P/'10132800'102314 USPS, PRIORITY MAIL® 0 lb 6.20 SHIP · (420) 17013 THOUSE July 8, 2004 Office of Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 SINCE 1888 3211 North Front Street EO. Box 5300 Harrisburg, PA 17110-0300 717-238-8187 Fax: 717-234-9478 Other Offices Colonial Park Mechanicsburg 717-652-7020 717-691-5577 Millersburg Shippensburg 717-692-5810 717-530-7515 Re: Estate of Eleanor B. Cagnoni No. 2003-00514 Ladies and Gentlemen: As per the June 28 Appraisement of the Pennsylvania Department of Revenue, herewith is check in the amount of $5.25 for additional interest/penalty due. So that I may be sure this mailing has been received, please stamp the extra copy of this cover letter with your clock-in stamp and return it to me in the pre-posted envelope provided. Thank you. Very truly yours, KERSHAM, KNAUSS & ERB, P.C. Jered L. Hock JLH/amm Enclosures £ cc: J. Robert Cagnoni 308196-1 James E Carl Edward E. Knauss, IV* Jered L. Hock Steven P. Miner Clark DeVere Milton Bemstein Brace J. Warshawsky Francis J. Lafferty, IV David H. Martineau Andrew W. Norfleet Andrew C. Spears Young-Suh Koo * Board Certified in civil trial law and advocacy by the National Board of Trial Advocacy BUREAU OF [NDTVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOT[CE OF INHERITANCE TAX APPRAISEHENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX JERED L HOCK ,.Ju~_ ~ HETZGER N]'CKERSHAM PO BOX 5:500 HBG :"' ' PA 17110 CUT ALONG THI'S LINE ~ RETAIN LONER PORTIO DATE 06-28-2004 ESTATE OF CAGNONI ELEANOR DATE OF DEATH 02-02-2005 FILE NUMBER 21 COUNTY CUNBERLAND ACN 101 t Amount Remitted MAKE CHECK PAYABLE AND RENIT PAYHENT TO: REGISTER OF N[LLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 '-~,,o q~ORDS Jered L. Hock, Esquire 3211 North Front Street P.O. Box 5300 Harrisburg, PA 17110-0300 Office of Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 / i70i3+330i 02 I,,,111,,,111,,,,,, Ih,lh,,ll,,,ll,ll,,,,,,llhi,,I,h,,,Ihl 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. CD REV-1162 EX(11-96) 004146 HOCK JERED L ESQ P O BOX 5300 3211 NORTH FRONT STREET HARRISBURG, PA 17110 ........ fold ESTATE INFORMATION: SSN: 150-30-9207 FILE NUMBER: 2103-0514 DECEDENT NAME: CAGNONI ELEANOR B DATE OF PAYMENT: 07/09/2004 POSTMARK DATE: 07~09~2004 COUNTY: CUMBERLAND DATE OF DEATH: 02/02/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5.25 REMARKS: TOTAL AMOUNT PAID: 95.25 SEAL CHECK# 27779 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS PAY TO THE ORDER OF METZGER WICKERSHAM ATFORNEYS-AT-LAW P.O. BOX 5300 HARRISBURG, PA 17110-0300 (717) 238-8187 COMMERCE BANK 60-184-313 27779 O01862 DATE 07/07/2004 Five and twenty~~ve/~~~********************************************************************** REGISTER OF WILLS, AGENT AMOUNT 5.25 "'0 2 ? ? ?~,. July 21, 2004 Ms. Glenda F. Strausbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 SINCE 1888 3211 Iq~Front Street p.o. 300 P^ 17110-0300 717-23~-~87 Fax: 7.17-~4-9478 ' :i :~er Offices Colon~park Mechanicsburg 717-655-'71~0 717-691-5577 Millersburg Shippensburg 717-692-5810 717-530-7515 Re: Estate of Eleanor B. Cagnoni No. 2003-00514 Dear Ms. Strausbaugh: Enclosed for filing is Status Report Under Rule 6.12. So that I may be sure this mailing has been received and the filing completed, please stamp the extra copy of the Report with your clock-in stamp and return it to me in the pre-posted envelope provided. Thank you. Very truly yours, METZGER, WICKERSHAM, KNAUSS & ERB, P.C. JLH/amm Enclosures cc: J. Robert Cagnoni (w/enc.) 308194-1 James F. Carl Edward E. Knauss, IV* Jered L. Hock Steven E Miner Clark DeVere Milton Bernstein Bruce J. Warshawsky Francis J. Lafferty, IV David H. Martineau Andrew W. Norfleet Andrew C. Spears Young-Suh Koo * Board Certified in civil trial law and advocacy by the National Board of Trial Advocacy STATUS REPORT UNDER RULE 6.12 Name of Decedent · Eleanor B. Caqnoni Date of Death' 02/02/2003 Will No. 2003-00514 Admin. 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' 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 followi~il~ a. Did the personal representative file a fina~ account with the Court ? Yes ~ No X b. The separate Orphans' Court No. (if any~ r the personal representative' s account is . c. Did the personal representative state an account informally to the parties in interest ? Yes X 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 attafih~d~ig~r~port. Date · 7/~J/O(~ ~gnarure Jered L. Hock, Esquire Name (Please type or print ) P.O. Box 5300 Harrisburq PA Address 17110-0300 (717) 238-8187 Tel. No. Capacity Personal Representative X Counsel for personal representative THE PATRIOT NEWS THESUNDAY PATRIOT NEWS Proof of Publication UnderAct No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Asst. Controller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the 15th, 22nd and 29th day(s) of July 2003. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY NOTICE Leffers Testamentory In the Estate of El- eanor B. Cagnonl, late of Haml)clen Township, Cumberland County, Pennsylvania, deceased (dlecl February 2, 2003), having been eranted to the undersigned, all Hr~ons Indebted to said estote are re~uested to make Immediate ~ayment and those having claims to ~)resent them without delay to: J. Robert Cagnonl, Executor ~21N W. 3~h streat Ft. Lauderdale, FL 33~0t or Jered L. Hock, Esquire ~ METZGBR, WICKERSNAM, KNAUSS & ERB, P.C. · P.O. BOX S300 3211 North Front Street Harrisburg, PA 17110-0300 Sworn t f Jul. y~3 A.D. My Commiss~ Expires June 6, 2006 I NOTARY PUBLIC Mambe~,Penr~ytvaniaAss°dati°nOf~My commission expires June 6, 2006 METZGER, WICKERSHAM, KNAUSS &ERB, P.C. P.O. BOX 5300 3211 NORTH FRONT STREET HARRISBURG, PA. 17110-0300 Statement of Advertising Costs To THE PATRIOT-NEWS CO., Dr. For publishing the notice or publication attached hereto on the above stated dates Probating same Notary Fee(s) Total $ 1 1 5.86 $ 1.75 $ 117.61 Publisher's Receipt for Advertising Cost The Patriot News Co., publisher of The Patriot-News and The Sunday Patriot-News, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA : : COUNTY OF CUMBERLAND : SS. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: JULY18, 25, AUGUST 1, 2003 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Cagnoni, Eleanor B.. dec'd. Late of the Township of Hamp- den. Executor: J. Robert Cagnoni, 2021 N.W. 36th Street, Ft. Lauderdale, FL 33309. Attorneys: Jered L. Hock, Esquire, Metzger, Wickersham, Knauss & Erb, P.C., P.O. Box 5300, 3211 North Front Street, Harrisburg, PA 17110-0300. SWURN TO AND SUBSCRIBED before me this 1 day of AUGUST, 2003 BUREAU OF ZNDZVZDUAL TAXES TNHERTTAHCE TAX DTVTSZON DEPT. 280601 HARRZSDURG, PA 27].28-0601 COMHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT REV-1607 EX AFP JERED L HOCK ESQ METZGER WICKERSHAH PO BOX 5500 HBG PA 17110 DATE 08-16-2004 ESTATE OF CAGNONT DATE OF DEATH 02-02-2005 FILE NUMBER 21 05-0514 COUNTY CUMBERLAND ACN 101 I Amount Rem*i t~ed ELEANOR HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit ~o your account, submit the upper portion of this form w~.th your tax payment. CUT ALONG TH'rS L'rNE ~ RETA'rN LOWER PORT'rON FOR YOUR RECORDS REV-1607 EX AFP (01-03) ~ ZNHERZTANCE TAX STATEMENT OF ACCOUNT ESTATE OF CAGNONI ELEANOR B FILE NO. 21 03-0514 ACN 101 DATE 08-16-2004 THIS STATEHENT TS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHO#N BELON ZSA SUHNARY OF THE PRINCIPAL TAX DUE, APPLZCATZON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-28-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 2,296.00 PAYMENT RECEIPT DZSCOUNT (+) AHOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) .00 10-31-2003 05-06-2004 07-09-Z004 CD003198 CD003911 CD004146 6.00- 1,800.00 502.00 5.25 TOTAL TAX CREDZT 2,296.31 BALANCE OF TAX DUE .31CR INTEREST AND PEN. .00 TOTAL DUE .31CR ZF PAZD AFTER THIS DATE, SEE REVERSE SZDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THIS FORM FOR INSTRUCTIONS. )