HomeMy WebLinkAbout02-1130PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~E ~'~ ~ L7, ~ t ~ f ~ ~~ Z ~ No. ~.I -OJ.- ~ 130
also known as To:
Deceased.
Social Security No. (~
Register of W'lls for the
County of (' y h1~3~ ~I- ~dri~ the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
C C)
Your petitioner(s), who is/are 18 years of age or older an the gxecutCl~ named
in the last will of the above decedent, dated ~ (~ 6"~1 ~ ~l , 19 °I h
and codicil(s) dated ~,f f~ A~~
!=LSI~ ~. .t7~7F'1~A9~P) SAYJ'i)4/_~ ~!-= ~~C~i7L;IU~ l7 if
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~ U w~~ c.: !~ ~ ~ p County, Pennsylvania, with
h ~ .$~ last family or principal residence at ~ g b S "fiTZ ~~~~ ~; t; ~4 F~
1-~ EC' 1-f A r~l t C' S ~~ c3 t~ C~ . 1~=/t~4 t '7 r „` f~}
(lis[ street, number and muncipality)
at
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years of age, died
Except as follows, decedent did not marry, wad not divorced and did not have a child born 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 domiciled in Pa.) All personal property $~ ~ e~ ~%' ~ ~ ~
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsyl ~ni~~ $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters ~ ~' S~-i~r U~ L-: Y9 'T ~Y 2'~i
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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by
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ~~
COUNTY OF (' ~ ~' wa .6 ~kr ,~ x~ ~
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well d truly administer the estate according to law.
,~, -
Sworn to or affirmed and subscribed ~ i ~'~ ~ ~' ~ ~
before me this __ 12th day of ~
DECEP,BER 0 ~c o
Q,rpo,,..\._ ~ gister
0
i ~1 _ ~ ~n _ Q
No. a. t - o a- t t 30
Estate of JENO D D I RI ENZ O ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW DECEMBER 12, 2002 ~~_~ 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_ 5 -10 -19 9 0
described therein be admitted to probate and filed of record as the last will of
JENO D DIRIENZO
and Letters TESTAMENTARY
are hereby granted to JOSEPH L DIRIENZO
FEES ~C 11~ ~ y ~=_ ~,' ~ ~ iL~,
Probate, Letters, Etc.......... ~ 2 3 5 .0 0
Short Certificates( ) .......... ~ 15.0 0 ATTORNEY (Sup. Ct. LD. No.)
Renunciation ........... $ 5 . 0 0 ~ ~ ~ ~ ~
xtrai~pages ~~
-~~ ~-~-~-$~- ADDRESS
TOTAL $ ~~~~ ~ ~ (1 I ~l ~ ~ lC c ~'' ~' ~.
Filed ......12 -12- 2 ~ Q 2 .... .......... .
exer_ out of
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RECORDED DISTRICT DEPARTMENT OF HEALTH I
.5"/5/ CERTIFICATE
REG
1~S OF DEATH I
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1. NAME: FIRST MIDDLE LAST 2. SEX:
MALE FEMALE 3A. DATE OF DEATH: 138. HOUR:
MONTH DAY YEAR
Jeno D. DiRienzo ~ t ^ 2 ~ 11:50 pm
4A. PLACE OF DEATH: HOSPTAL HOSPITAL HOSPITAL NURSING PRIVATE OTHER (Spectify) 148. IF FACILITY, DMA~E H DMITTED YEAR
OUTPATIENT INPATIENT HOME RESIDENCE I
~7
(Check Dory one) DOA ER
^1 ^ 2 ^ 3 ^ 4 5 ^ 6 ^ I ,~~ ~1 0 2000
4C. NAME OF FACILITY: (M not lacilRy, give addmss) 14D. LOCALITY: (Check one and specify) 14E. COUNTY OF DEATH:
1 CITY VILLAGE TOWN ~ Su f f o l k
Bellhaven Nursin Home ^ ^ ®Brookhaven I
4F. MEDICAL RECORD NO. 14G. WAS DECEDENT TRANSFERRED FROM ANOTHER INSTITUTION? (N yes, sperfy krsfitufion name. city or town, county end state)
1 NO YES
221106 ; ® ^
5. DATE OF BIRTH: 6A. AGE IN 18B. IF UNDER 1 16C. IF UNDER 1 DAY17A. CITY AND STATE OF BIRTH: (N not USA, 178. IF AGE UNDER 1 YEAR, NAME OF
YEARS: 1 YEAR ENTER: 1 ENTER: 1 Country and RegiorlProvince) I HOSPITAL OF 61RTH:
MONTH DAY YEAR O n 1 morphs days 1 hours mirwtes 1 I
07 I ~ , ~ ~ Atlas, Pa.
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13
9
0`4 1
07
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8. SERVED IN U.S. ARMED FORCEST 9. RACE: (Black, White, etc.) 10. HISPANIC ORIGINT (h yes, specify) 11. DECEDENTS EDUCATKMI (Enter Doty dre hfgllest year of school
conp/eled. Do not drNs Tanga; enter sgecHk number of years.)
NO VES
NO VES ( rs)
^ o fly, ~9 ~2 - 4 4 White ® ^ Elamamaryary (o-, 2) 12 H (,< or 5.>
12. SOCUL SEWRITV NUMBER: 13. MARRAL STATUS:
ED DNORCED
OW
~~ MARRIED MARRIED SEPARATED WID 14. SURVIVING SPOUSE: Enter name d
married or separated. n surviving spouse is
19 0 -18 - 0 911 ~~
yy
^ ^ ^ 'L' ]' ^ wHe, enter maiden name.
15A. USUAL OCCUPATION: (!M not enter rNired) 1156. KIND OF BUSINESS OR INDUSTRY: 1150. NAME AND LOCALITY OF COMPANY OR FIRM:
Field Auditor ~ Auditing Commonwealth of Pennsylvani<
16A. RESIDENCE: 166. Camry or Region/ Province t6C. LOCALITY: (Check one and specify) 116F. IF CITY OR VILLAGE, IS
Qrn' PILLAGE TowN
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(StareaCountry pennsyl arf~~.'sA Hampden ONO
Hampden IVEUAGELIMRST^ E
Hoof USA) ^ ^ I IF NO, SPECIFY TOWN:
16D. STREET AND NUMBER OF RESIDENCE: 116E. ZIP CODE: ;
;17055 ;
PA
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4905 East Trindle Rd.,Mechan
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NAME OF FIRST MI LAST
17 18. MAIDEN NAME FIRST MI LAST
.
FATHER:
Frederick DiRienzo OF MOTHER:
Angeline Marchetti
19A NAME OF INFORMANT: 119B. MAWNG ADDRESS: (Include ap code)
Joseph DiRienzo ~ 90Bowman Ridge Rd.,Hendersonville,N.C.28739
20A. BURAL, CREMATION. REMOVAL OR OTHER DISPOSITION: 208. PLACE OF BURIAL, CREMATION, REMOVAL OR 1200: LOCATION: (City or town end state)
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OTHER DISPOSfTION: I
r,AONTH DAY YEAR
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21 A. NAME AND ADDRESS OF FUNERAL HOME: 121 B. REGISTRATION NUMBER:
Malpezzi_ Funeral Home,8 Market 1 Way, Mechanicsburg,l~A. Fo 011657E
~ 22A. NAME OF FINJERAI DIRtCTOR: 1226. SIG O NERAL DIR CTOR: , 22C. REGISTRAITON NUMBER:
l Anthony M. LiCausi ~~ 02959
12~D HTE FI DAD: V~ 124A. BURIAL OR REMOVAL PERMR ISSUED BY: i 248. DATE ISSUED:
' 23A. NPTJRE OF REGISTRAR~
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GEMS 25 A-E RU 33 COMPLETED BY CERTIFYING PHYSICIAN - O R - ITEMS 25 F-K THRU 33 COMPLETED BY CORONER OR MEDK:AL EXAMINER
25A. TO THE BEST OF MY KNOWLEDGE, DEATH OCCURRED AT THE TIME, 25F. ON THE BASIS OF INVESTIGATION AND SUCH EXAMINATIONS, ^ CORONER
DEATH OCCURRED AT
IN MY OPINION
AS I FELT NECESSARY
'
DATE AND PLACE AND DUE TO THE CAUSES STATED. ,
,
CORONER
S
THE TIME, DATE AND PLACE AND DUE TO THE CAUSES STATED. ^ pHVSICIAN
SIG R~ MONTH DAV YEAR
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/'{/.~' ""vl 'I C~' - V `~'~ 2-~` [~'E #" ~ ~ ... ~ SIGNATURE MED
AND TITLE: ~ ^ EXAMINER
25B. THE PHYSICIAN ATTENDED THE DECEASED 1250. LAST EEN ALIVE 25G. PRONOUNCED DEAD ON: 125H. HOUR: 1 251. DATE SIGNED:
FROM TO 1 BY ATTENDANT: 1 ~
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YE
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MONTH DAY YEAR MO MONTH DAV YEAR
MONTH DAY YEAR
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ERTIFIER
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25D. NAME OF ATT~DING~
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25E. ATTENDING PHYSICIAN'S LICENSE NUMBER ~ '~I 25K. ME/COR. PHYS.
LICENSE NUMBER
26. NAME AND ADDRESS OF CERTIFIER WHO SIGNED 25A a 25F. C ~ ~•. f ~' I~~~ °~' ~~ ~~.--- ~ ~: ;`~ ~ -
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EFERRED TO 29A. AUTOPSY? , 29B. IF YES, WERE FINDINGS USED
AS CASE
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27. MANNER OF DEATH: UNDETERMINED PENDING
NATURAL CAUSE ACCIDENT HOMICIDE SUICIDE CIRCUMSTANCES INVESTIGATION CORONER OR MEDICAL EXAMMIER7 NO VES REFUSED I TO DETERMINE CAUSE OF DEATH?
t ^2 ^3 ^4 ^5 ^6 ^0 NO ^1 YES ^0 ^1 ^21 ^0 NO ^1 YES
CONFlDENTIAL SEE INSTRUCTION SHEET FOR COMPLETING CAUSE OF DEATH CONFlDENTIAL
APPROXIMATE INTERVAL
30. DEATH WAS CAUSED BY: (ENTER ONLY ONE CAUSE PER UNE FOR (A), (B) AND (C).) BETWEEN ONSET AND DEATH
PART I. IMMEDUTE CAUSE: ~l ~~ ~ 1
DUE TO OR AS A CONSEQUENCE OF: r.. (//j/? C ~ ~
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DUE TO OR AS A CONSEQUENCE OF: ~ I
(C)
PART II. OTHER SIGNIFICANT CONOITKNIS CONTRIBUTING TO
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DEATH BUT NOT RELATED TO CAUSE GIVEN Ml PART I (A): ~
31A. IF INJURY, DATE: 1 HOUR: 131 B. INJURY LOCALITY: (City or fawn and county and state) 131 C. DESCRIBE HOW INJURY OCCURRED:
MONTH DAV YEAR 1 I
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31 D. PLACE OF INJURY: 131 E. INJURY AT WORKT 32. WAS DECEDENT HOSPITALIZED IN 33A. IF FEMALE, WAS DECEDENT 1338. DATE OF DELNERY:
MONTH DAY YEAR
,.
I NO VES LAST 2 MONTHST NO YES PREGNANT IN LAST Np VES 1
I ^ 0 ^ 1 ^ 0 ^ 1 6 MONTHST ^ 0 ^, 1
DOH-1961 (02-2000)
LAST WILL
OF
JENO D. DiRIENZO
o2.t- oa.- cl3o
I, JENO D. DiRIENZO, of the Township of Silver Spring,
°Cumberland County, Pennsylvania, declare this to be my Last Will
and revoke any Will previously made by me.
Item l: I devise and bequeath all of my estate of every
i
~lnature and wheresoever situate, together with insurance thereon,
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!to my wife, ELSIE A. DiRIENZO, providing she shall survive me by
7~
?j thirty (30) days.
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i' Item 2: Should my wife, ELSIE A. DiRIENZO, predecease me or
i
die on or before the thirtieth (30th) day following my death, I
;devise and bequeath all of my estate of every nature and where-
j
~'soever situate, together with insurance thereon, in equal shares
`to my children, JOSEPH L, DiRIENZO and M, JANE KOBER,
`. Item 3_ Should my son, JOSEPH L, DiRIENZO, predecease me
or die on or before the thirtieth (30th) day following my death,
I devise and bequeath the share of my son, to his issue, per
~istirpes, living on the thirty-first (3]_st) day following my death
;;and should my daughter, M, DAME KOBER, predecease me or die on
I
for before the thirtieth (30th) day following my death, I devise
and bequeath the share of my daughter, to her issue, er stir
P pas,
~Iliving on the thirty-first (31st) clay fallowing my death, and if
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a none of her issue survive her, then I devise and bequeath such
Q ,
,:;share to my son, JOSEPH L, DiRIENZO, or his issue, per stirpes,
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~z Reliving on the thirty--first (31st) day following my death
~~
Item 4: I direct that all my Gust debts, including funeral
expenses, shall be paid as soon a practicable after my death.
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Item 5: I direct that all taxes that may be assessed"in
consequence of my death, for whatever nature and by whatever
jurisdiction imposed, shall be ,paid from my residuary estate as
a part of the expense of the administration of my estate..
Item 6: I direct that my body be buried in Lots, which'. Z
presently own, in the Cemetery of the Parish of St. Peter Roman
Catholic Church, Mount Carmel, Northumberland County, Pennsyl~vaaia;,
Said Cemetery being located in the Township of Mount Carmel,
Northumberland County, Pennsylvania.
Item 7: I appoint my wife, ELSIE A. DiRIENZO, Executrix of
~~
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this my Last Will. Should my wife, ELSIE A. Di.RIENZO, fail to
qualify or cease to act as Executrix, I appoint my children,.
JOSEPH L. DiRIENZO and M. JANE KOBER, Co-Executors of this my
;Last Will.
'~ Item 8: I direct that my personal representative or their
i
k~successors sha11 not be required to give bond far the faithful
~iperformance of their duties in any jurisdiction.
~~
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IN WITNESS WHEREOF, I have hereunto set my hand this /Z~
'~ ~ day of ~ 19
E ~.
,% eno D. DiRienzo -
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The preceding instrument consisting of this and two (2)
other typewritten pages, each identified by the signature 'af the
Testator, JENO D. DiRIENZO, was on the day and date thereof
signed, published and declared by JENO D. DRIENZO, the Testator
therein named, as and for his Last Will, in the presence of us,
who, at his request, in his Presence,-and in the presence of each 1
other, have subscribed our names as witnesses hereto.
residing at ~-~
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COMMONWEALTH OF FENNSXLVANIA )
sss
COUNTX OF CUMBERLAND ) .
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We, JENO D. DiRIENZO, ~~~r
// '~/f ~ and
`` 1 ` ` ~~ n~ the. Testator and the witnesses
respectively, whose names are signed t4 tha attached or foregoinng
instrument, being first duly sworn, do hereby declare to the .
undersigned authority that the Testator signed and executed the
instrument as his Last Will and that he had signed willingly,
and that he executed it as his free and voluntary act for the
purpose therein expressed, and that each of the witnesses, in
the presence and hearing of the Testator, signed the Will as
witness and that to the best of his or her knowledge, the
pTestator was at the time eighteen (18) years of age or older, of
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:sound mind and under no constraint or undue influence.
~--- G~
1
.fitness
' Subscribed, sw,,~~orn to and acknowledged before rne,
-_~~2 n1 ~ \n r't ~~il t~•, by JENQ D. DiRIEN~O, the Testator and
subscribed and sworn to before me by ~jV ~T '~~~~~ ~~~
and - o~~.e~~.N' ~. ~°„~ ~~. ~ the witnesses, this day
of {~~ , 19~. y
'~~_' i
_ a
Notary Pubic SEAL)
HELEN M, GR FFR THE, kOTARY P(JSC,IC
HILL 8080- CUMBERLAN6 COUN1"r
COlMMISSION EXPIRES APRIL 1$, Il6~
~ t - o ~., -- ~ 13~
RENUNCIATION
In Re: Estate of Jeno D. DiRienzo, Deceased.
To the Register of Wills of Cumberland County, Pennsylvania.
The undersigned, M. Jane Kober, Daughter of the above decedent, hereby renounces the right to
administer the estate and respectfully asks that Letters be issued to Joseph L. DiRienzo, Son of the
Decedent.
WITNESS her hand and seal this 10th day of December, 2002.
M. ane Kober /' V
(Address) ~ ~, i/G/,~ I ~J .~1 /GU Z Z
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: JENO D. DiRIENZO
Date of Death: December 6, 2002
Will No.: 21-02-1130
To the Register:
I 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 February 19,
2003 to:
Name: Address:
Ms. M. Jane Kober 400 East 56~' Street, 20G, New York, NY 10022
Mr. Joseph L. DiRienzo 90 Bowman Ridge Road, NC 28739-8819
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None
Date: 7 ~~~ ~
COYNE & COYNE, P.C.
' -~,~---
BY:
Lisa arie Coyne, Es ire
1 Market Street
Camp Hill, PA 17011-4227
(717) 737-0464
Pa. Supreme Ct. No. 53788
Counsel for Personal Representatives
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DIRIENZO JOSEPH L
90 BOWMAN RIDGE ROAD
HENDERSONVILLE, NC 28739-8819
fold
ESTATE INFORMATION: ssN: Aso-~a-os~~
FILE NUMBER: 2102-1 130
DECEDENT NAME: DIRIENZO JENO D
DATE OF PAYMENT: 03/06/2003
POSTMARK DATE: 03/04/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 1 2/06/2002
REV-1162 EX(11-961
N0. CD 002254
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 523,000.00
TOTAL AMOUNT PAID:
REMARKS: JOSEPH DIRIENZO
CHECK#1006
SEAL
INITIALS: AC
RECEIVED BY: DONNA M. OTTO
523,000.00
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COYNE & COYNE
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
Henry F. Coyne
Lisa Marie Coyne
Austin F. Grogan
3901 Market Street
Camp Hill, Pennsylvania
17011-4227
717-737-0464
Fax: 717-737-5161
May 8, 2003
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Dear Madam:
Re: Estate of Jeno D. DiRienzo, Deceased
No. 21-02-1130
We represent the Estate of the Late Jeno D. DiRienzo.
Enclosed please find the Original Inheritance Tax Return for this Estate as well as three copies.
Please docket the original and return to me two (2) clocked-in copies with the enclosed stamped
envelope. Also enclosed is check no. 1012 in the amount of $15.00 which represents the filing fee for
the Return.
Thank you for your assistance. If you have any questions, please contact me.
Very truly yours,
COYNE & COYNE, P.C.
.~~ ~.--
Lisa Marie C yne
LMC/amd
Enclosures ,- ~ ~. ~mm7
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Cc: Mr. Joseph L. DiRienzo ~ T
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-:OECEClENT:S NA"tE~(LAST-.FlRST,-AND-r-:~DDl-Ei:-;rTlr.L)----- --- -- - --.--------------- -I -----SOCIALSECURrTY NW.1 Sc:R--------.-----
iDIRlEI'Z(), JENOD I 190-18-09]1
I DATE OFOEA TH ~'J-bD-YEARj- - --'O::::-TE OF BIRTH "(W..I_OD_YEARy---n- - -- ---~-- I THIS RETURN MUST BE FILED IN DU?LlCAiE WITHTHE
112/06/2002 07/0411913 j REGISTER OF WILLS
i (IF APPLICABLE) SURVIVING SPOUSE'S NAME {L!,ST, FIRST AND MIDDLE Il\HTiAl)---- ~------r- SOCIAL SECURITY NU.~1BER
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o 3. Remainder R.=:um (da:e ofdealh prior to 12-13-82)
o
COMMON'lfEA1.,:n-\ OF PENNSYLVANIA
OEPARTI,100 Of REVENUE
C;o,=>T,280601
~~"~IS,,~,,--S~ 17~8-~1__
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o 2. Supplemental Return
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4a. Future Interest Compromise (date. of death after
12.12-82)
7. Decedent Maintained a Living Trust (Attach
copyof1rusl)
10. Spousal Poverty Credit {date of death between
12-31.Gl and H-951
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFJDENTIALTAX INFORMATION SHOULD BE DtRECTED TO:-
NAME COMPLETE MAILING ADDRESS
I Lisa M. Coyne, Esquire
riRM NAME (If applicable)
, Coyne & Coyne, P.C.
,
"I' ELEPHONE NUMBER
, 717/737-0464
5 Federal Es~te Tax Retum Required
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Decedent Oied Testate (Attach copy
of Will)
Litigation Proceeds Received
8. Total Numt..;r of Sa~e Deposit Boxes
Original Return
4. Limited Estate
o 11.Election to lax under Sec. 9113(A) (Allach Sch OJ
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3901 Market Street
Camp Hill, PA 17011-4227
1. Real Estate (Schedule A) (1) Nann ,
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2. Slacks and Bonds (Schedule B) (2) N ana ;<L
0",
3. Crosely Held Corporation, Partnership or Sole.Propnetorship (3) <l> ....
Nont:=1
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4. Mortgages & Notes Receivable (Schedule D) (4) NoneEi
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 86,873.59~
(Schedule E) '...1
6. Jointly Owned Property (Schedule F) (6) None'1
z o Separate Billing Requested
0 474,197.00):
;: 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
~
" (Schedule G or L)
~
~ 8. Tot.1 Gross Assets (total Lines 1.7)
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w 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 29,386.95
'"
10. Debts of Decedent. Mortgage Liabilities. & Liens (Schedule I) (10) 711.03
11. Total Deductions (total Lines 9 & 1 0)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
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(81
561,070.59
(11)
30,097.98
530,972.61
(12)
(13)
(14)
530,972.61
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(.)(1.2)
z 530,972.61 x .045 (16)
0 16.Amount of line 14 taxable at lineal rate
;:
;!
"
~ 17.Amount of line 14 taxable at sibling rate x .12 (17)
'"
0
u
~ 18. Amount of line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
20. C!SI
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
-,.." .,:.~~'j#tYftr;~~~:;0::~ i~
'r>>'BE, SURE TO ANSWERAL.LQliEs-rlON~foN'REVER,SE'.siDEAADRE,qt{Ec:K'MAnt'.~.<.
Copyright 2000 fonn software only The Lackner Group. Inc.
23,894.00
23,894.00
Form REV.1500 EX (Rev. 6.(0)
Decedent's Complete Address:
STREET ADDRESS
.'
4905 E. Tindle Road
'-
'-
CITY
Mechanicsburg
i STATE PA
ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
n
23,894.00
23,000.00
1,195.00
Total Credils (A + 8 + C) (2)
24,195.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TolallnleresVPenalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (!)
Check box on Page 1 Line 20 to request a refund
5. If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX. DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter Ihe lolal of line 5 + 5A. This is the BALANCE DUE. (58)
0.00
301.00
.0.00
Make Check
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 transferred;......................."............................................... .....,,8 ~
~~ ~: ::~ :h~e~~~i~~:~s:~;e~~es ~~~. .~~~~ ~ .~.~.~. .~.~. ~ ~~~~~. ~.~ ~~ ~~ ~~~~. ~~. ~ ~ . ~~. ~.~.~~ ~.' ~ ~ ~ ~".'.' ~ ~ ~.'.'.' ~ ~ ~ ~........ ..' ....~ ~ ~. 0
d. receive the promise for life of either payments, benefits or care?.............................................................D
2. If death occurred after December 12. 1982, did decedent transfer property within one year of death v.ithcut
receiving adequate consideration? ..................... ................................................................ ...... ......... ... ..... ........ 0 ~
3. Did decedent own an "in trust fo( or payable upon death bank account or security at his or her death?.. ..... 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?............................................................................................................ ......~ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury. I ceclare that I have examined this return. induding accompanying schedules aM statementS. ar:d to the best of my knowledge ar:t! ~e!ief. it '5 true. correct
and complete. Declaration
preparer other than the perscnal representative is based on all informacion of \'Illicit preparer has any knowledge.
SIGNATURE OF PERS N RESPONSIBLE j:OR FliNG RN AQDRESS
Joseph L. DiRien ,
DATE
SIGNATURE OF P
90 Bowman Rid~e Road
Hendersonville, i'lC 28739
ADDRESS
ADORESS
DATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
Lisa M. Coyne~ Esquire
3901 Market Street
Camp Hill, PA 17011-4227
'fr~1JI', .::-::M fE'!U[ ~~~'d.;~:;.;;[(f~{ftp~f5r?"~~YEZ~,B
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)].
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 .5. ~9116 (a) (1.1) (ii)]. The statute does not exemola transfer to a surviving spouse from tax, and the s(awtory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent. or a stepparent of the child is 0% (72 P .S. ~9116 (a) (1.2Jj.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries;s 4.5%. except as noted in 72 P.S. S91l6
1.2) [72 P.S. ~9116 <a) (1)).
The tax rate fmposed on the net value of transfers to or for the Use of the decedenfs siblings is 12% [72 P .5. ~9116 (a) (1.3)}. A sibling is defined.
under Section 9102. as an individual who has at least one parent in common with the decedent. whether by blood or adoption.
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
I
I
I
PERSONAL PROPERTY i
--____--L
I FILE NUMBER
I 21-2002-01130
COMMONWEALTH Of PENNS'fl\lANI.6.
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Dl RIENZO, JENO D.
Include the proceeds of litigation and the date the proceeds were received by the estate. All properly Jointly-owned with the right of
survivorship must be disclosed on schedule F.
---
ITEM
NUMBER
1
--------
VALUE AT DATE OF
DEATH
69,266.00
DESCRIPTION
U.S. Savings Bonds-- Per Attached Inventory
2
PNC Bank-- Checking Account No. 50-0064-5 I 78
6,692.00
3
PNC Bank-- SavingsAccount No. 50-011 0-45 I 7
10,522.00
4
PNC Brokerage Account-- Biackrock Money Market Account
393.00
L-__________________
TOTAL (Also enter on Line 5, Recapitulation)
1-_____
86,873.00
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PNCBANK
FROM : f
o PNC13AN<
April 17 , 2003
;c':.
Lisa Marie Coyne
3901 Camp Street
Camp Hill, PA 17011-4227
RE: Estate of Jeno D. DiRenzo, deceased
SSN: 190-18-0911
DOD: 1216/2002
Dear Ms. Coyne:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account #5000645178
Established 01113/1997
JENO D DIRIENZO
DOD balance: 56,691.49 + $.40 accrued interest
Sa~ng1 AceoDDt
Account #500 II 04517
Established 11/17/1997
___I
lENO D DIRlENZO
DOD balance: $10,519.10 + $3.10 accrued interest
For Brokerage information, please call 1.800-762-6111. INV #23928171 and #23928125.
Please note that this office only provides da1e of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financild
n-ansactions or pro~cle statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
~~
Rachelle Wells
1-800-762-1775
P7-PFSC-04-F
500 first Ave.
Pittsblqb PAl 52 I 9
Member FDIC
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SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
This schedule must be com
~.--'
ITEM I DESCRIPTION OF PROPERTY I DATE OF DEATH
Include the name of the transferee. their relationship to decedent and the 1:late of transfer . VA OF S ET
NUMBER I . Moo" "opy oft"' do" lonea' e'''te.~ I LUE A S
G1enbrook Advantage Plus Annuity \ 474,196.54
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I FILE NUMBER
\
I 21-2002-01130
ESTATE OF
DI RIENZO, JENO D.
%OF
DECO'S
INTEREST
h 4 on page 2 is yes.
~,1.~~&g~2..~} \ TAXABLE VALUE
100% I I
I
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474,197.00
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TOTAL (Also enter on line 7, Recapitulation) ! 474,197.00
,'2003 14:09
ALLSTATE
#0783 P. 0021 002
Glenb,ooll Life and A1I1IUfly VmIpa1tJ
P.O. Box 94212
Palotine, IL 6f}()944212
GLENBROOK LIFE
A Mtmber of A1Jsratt Firuw:i4J Group
April 25, 2Q03
Coyne & Coyne
Attn: LislI. Marie Coyne
3901 MArket Street
Camp Hill, P A 17011-4227
VIA FACSIMILE: (717)737-5161
Re:
Con:tract NlIIIlber:
Jeno D. DiRienzo
GA0595606
0- Ms. Coyne:
We have been requested to complece lnUmal Revenue Service (IRS) Fonn 712 wilI1 regard to the
refe..~ contract.
The purpose of FOfltt 712 is to provide an eMate or donor with tbc vahIc of a life insurance cOntrad; or
with its proceeds as of <:main date (l.lSI.I3l.Iy ihe oWller's date of death or date of transfer of the contract).
The cODl:rll.Ct referenced was an annuity contract, which is not reportable on IRS fumJ 712.
The following inforll1llti.on is provided regarding ihe value of tile Blll1Ui:ty and other data as of the date
specifled:
Date of neath: December 6, 2002
Annnity Value" as of Date of Death: $ 474,196.54
Cost Basis: $ 434.223.40
Named Beneficiaries: Jane Kober 8< Joseph D. DiRienzo - children
"The actual 3DI.OUl1t paid n'lll.y differ due to Market Value Adjulllments and/or any applicable Sm:rend.et
Cba.rges.
Jfyouhave lllly ~OlIS, or need furtberassistance, plcue CODIacI.us at 1-877-499-6413.
Sincerely,
~~
Ufe and Annuity Claims
OverniaJtt Address: 300 NorIh Milwaukee Avenue, Vernon Hills, n.. 60061
Toll Free Fax: 1.g6IHi3'-4523
*'
, SCHEDUI.E H I
I FUNERAl.. EXPENSES & I
~__~ThE~____l_____
I FILE NUMBER
I 21 - 2002 - 01130
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
DI RIENZO, lENO D.
_.._--_.__.__.-..._._.~_.._--.-..._._._._.._-_._--_._-------,-~
Debts of decedent must be reported on Schedule I.
-ITEM r--------------~~---T-------
:~MBER I FUNERAL EXPENSES: DESCRIPTIO~__ _______1 AMOUNT
1. I Malpezzi Funeral Home I 9,747.50
2. Headstone Engraving I
I
I
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300.00
3.
Clergy Honorarium
100.00
4,
Reception
400.00
5.
Flowers
200.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
City
Relationship of Claimant to Decedent
4. Probate Fees Cumberland County Register of Wills
State
Zip
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I 9,851.00
--l__________.__
I 29,386.95
8,500.00
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Y ear(s) Commission paid
Attorney's Fees Coyne & Coyne, P.c.
State
Zip
2.
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
200.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
I Postage
74.00
2 Filing Fee-- Inheritance Tax Return
15.00
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
*'
SchecUe H
Funeral Expel s as &
Pd11i1 lil>b.4i\l&Cosls cooIinued
COMMONWEALTH OF' PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
--~---,--_._--"_._---
ESTATEOF DIRIENZO,JENOD.
-.---.,-------'-'
3 Legal Advertisement--Cumberland Law Jonmal
4 Legal Advertisement--Patriot News
5 Estate Checking Account
6 Toll Calls-- Executor
7 Mileage-- Executor @ $.36/mi1e
8 Lodging & Meals for Executor
9 Tolls for Travel
10 2002 Income Taxes
11 Income Taxes-- Fiduciary Return (2003)
12 Reserves
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I FILE NUMBER
I 21-2002-01130
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Page 2 of Schedule H
75.00
94.00
28.00
100.00
1,584.00
870.00
100.00
1,000.00
3,000.00
3,000.00
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
I
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I FILE NUMBER
I 21-2002-01130
.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
ESTATE OF
DI RlENZO, JENO D.
Include unreimbursed medical expenses.
~--_.----~----~---------------_._--- -~-----
ITEM
NUMBER
I West Shore EMS
DESCRIPTION
AMOUNT
136.00
2 Patriot News
28.00
3 Comcast Cable
20.00
4 Verizon
80.00
5 Jane Kober--Reimbursement for Clothing Purchases
423.00
6 Andrew Dastewki, MD
25.00
---- ----------------------
712.00
TOTAL (Also enter on Line 10, Recapitulation)
. REV.151~ ~+ (9-00)
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-L_______.____
ESTATE OF I I FILE NUMBER
Dl RIENZO, JENO D.
_ __ __________________L_~~OO~~~___
- -\- - I RELATIONSHIP TO I MOU TO SHARE
~MB~. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERT,,- -1----"0 ~;f,;~;.~~'Il I ~~~ EST~~_
I. IT AXABLE DISTRIBUTIONS (include outright spousal dislributions) I I
1 [ Joseph L DiRienzo I Son 150% of Residual
2 I Jane Kober I Daughter 150% of Residual
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SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I
!Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet I
II. NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
]BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
--------- --------_______-.1_
L____
I
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
.,
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No. 2002-01130
PA No. 21-02-1130
ESTATE OF DIRIENZO JENO D
(LAbl', JelKbl, lVJllJlJLJ;;)
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Late of HAMPDEN TOWNSHIP
CUMb~KLill~U CUUN1Y/
'1.. (I;
Deceased
Social
WHEREAS, on the 12th
dated May lOth 1990
was admitted to probate as the last will of DIRIENZO JENO D
(LAbl, JelKbl, MllJlJLJ;;)
day
Security No. 190-18-0911
of December
2002 an instrument
late of HAMPDEN TOWNSHIP
CUMBERLAND County, who died on the
6th day of December 2002 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, DONNA M, OTTO , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to DIRIENZO JOSEPH L
who has duly qualified as Executor (rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA,
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 12th day of December 2002.
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
."\",
,"
,.
LAST lULL
OF
JENO D. DiRIENZO
.21- 0.;1.-1\30
Cumberland County, Pennsylvania, declare this to be my Last Will
I, JENO D~ DiRIENZO, of the Township of Silver Spring,
and revoke any Will previOuSly made by me.
nature and wheresoever situate, together with insurance thereon,
Item 1: I devise and bequeath all of my estate of every
,to my wife. ELSIE A. DiRIENZO, providing she shall survive me by
\thirtY (3D) days.
, Item 2~ Should my wife, ELSIE A. DiRIENZO, predecease me or
\\die on or before the thirtieth (30th) day following my death, I
\\deVise and bequeath all of my estate of every nature and where-
\i soeve:t:' situate, together with insurance thereon, in equal shares
q
I'to my children, JOSEPH L. DiRIENZO and M. JANE KOBER.
i\
! I Item 3, Should my son, JOSEPH L. DiRIENZO. predecease me
\ior dje on or before the thirtieth (30th) day following my death.
,:1 devise and bequeath the share of my son, to his issue, per
(\
'II stirpes, living on the thirty-first (31st) day following my deat-.h
,land should my daughter, M. JAME KOBER. predecease me or die on
('
Por before the thirtieth (30th) day following my death. I dev.ise
and bequeath the share of my daughter, to her .issue, p~r stirpes,
living on the thirty-first (31st) day following my death, and if
none of her issue survive her, then 1 devise and bequeath such
share to my 60n, JOSEPH L. DiRIENZO, or his issue I pe.r stirpes,
the thirty-first (31st) day following my death
I direct that all my just debts, including funeral
.~
'"
40::
}~ II living on
~ Item 4:
expenses, shall be paid as soon as practicable after my death.
'.' ,1":1:,
":i
Item 5~ I direct that all taxes that m~y be assesse~'in,
consequence of my death, for whatever nature and by .whatever
jurisdiction imposed, shall be paid from'my residuary,es~a~e- as',
a part of the expense of the administrat1on'"~f'my estate:,.-" ,':"
Item 6: I direct that my body be buried".in Lo:ts, whic~ ',,\1
presently own, in the Cemetery of, thePar:i~h .of St~"r?et~r..:?-o~~n
Catholic Church, Mount Carmel, Northumberland:County, Penpsylvania.
Said Cemetery being located in the Township of Mount_Carmel,
Northumberland County. Pennsylvania.
Item 7:
I appoint my wife. ELSIE A. OiRIENZO, Executrix 'of
this my Last Will. Should my wife, ELSIE A. DiRIENZO, fail to
qualify or cease to act as Bxecutrix, I appoint my children,
JOSEPH L. DiRIENZO and M., JANE KOBER, Co-Executors of this my
!Last Will.
Item 8: I direct that my personal representative or their
successors shall not be required to give bond for the faithful
,performance of their duties in any jurisdiction.
II IN WITNESS WHEREOF, I have hereunto set my hand this
I,
I! day of
I[
II
I{)
1//1 =6
, 19jL.
~,J. 61LL~/lv
~Jeno D. DiRienzo (/
II
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The preceding instrument consisting of , this and-t~o (2}'
''',
. .,', ,
other typewritten pages, each identified by t~e signature of't:he
Testator, JENO D. DiRIENZO, was on the day and date thereo~:'
signed, published and declared by JENO D. DiRIENZO, the Testator
therein named, as and for his Last Will. in' the presence of: us.,
who, at his request, in his presence, and in the presence of each
other, have subscribed our names as witnesses hereto.
1()6L~;0~rv resid,ng
i(l~JP~f (lJr-R rmd,ng
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at (:Oft?! WI OcV /10/1-
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We, JENO D. DiRIENZO,
(}ol/ern /1. Coyne.
V
respectively, whose names
and
witnesses
are, signed to the: attached or foregoinn'g
instrument, being first duly sworn, do hereby d,eclare,to',the
. .
undersigned authority that the Testator signed and execut.ed::,the'
instrument as his Last' Will and that he had' signed willingly,
and that he executed it as his free and 'voluntaryac:t for the
purpose therein expressed, and that each of the witnesses,in
lthe presence and hearing of the Testator, signed the Will ~s
\Witness and that to the best of his or her knowledge, the,
ITestator was at the time eighteen (18) years of age or older,
,sound mind and under no constraint or undue influence.
II 1 "
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III
Subscribed, sworn to and acknowledg~d before me,
I ~~-'<N . I'lL Q,.~ frill, by JENO D: DiRIENZO, the Testator and
subscribed and sworn to before me by j'f' 'N ri f~
of
0/ep/?t4
~ness
fc&J
and CaLL, ....N M. r.n~ t.J e
Of~, 19<(1).
II
\"oi N"-..
. the witnesses, this ULDb day
\{.\). ;m.
Notary Pub_ic
~~
SEAL)
~ NOTARIAL SEAL
J:.lfrl M. GRIFFITH, ~OT~R,( PIJBLlt
" )jILl BORO. ,CUM8[1/LAND COU<<i'Y
fon'COltHISSlO~ EX'IRESAPlUL18. 1_
BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, Pa 17128-0601 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 EX RFP (O1-PS)
''f=~;:: .:, DATE 06-09-2003
_.~STATE OF DIRIENZO JENO D
DATE OF DEATH 12-06-2002
FILE NUMBER 21 02-1130
~~3 ~~'~~~' ~~ ~iCQ1~ITY CUMBERLAND
LISA M COYNE ESQ
ACN 101
3901 MARKET ST
Amount Remitted
CAMP HILL PA 17011-~i.,Z27
Y
MAKE CHECK PAYABLE AND RE MIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
-----------------------------------------
--------------------------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE ---------------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DIRIENZO JENO D FILE N0. 21 02-1130 ACN 101 DATE 06-09-2003
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fora with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 86,873.59 tax payment.
6. Jointly Owned Property (Schedule F) (6) 474,197.00
7. Transfers (Schedule G) (7) .00
8. Total assets (g) 561,070.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 26,386.95
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7 11.03
11. Total Deductions (11) ?7.097.98
12. Net Value of Tax Return (12) 533,972.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (l4) 533,972.61
NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 533,972.61 X 045. 24,028.77
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 - . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00
19. Principal Tax Due (lq)= 24, 028.77
TAY f`DCHTTC.
DATE
NUMBER t
INTEREST/PEN PAID (-)
AMOUNT PAID
03-04-2003 CD002254 1,201.44 23,000.00
TOTAL TAX CREDIT 24,201.44
BALANCE OF TAX DUE 172.67CR
INTEREST AND PEN. .00
TOTAL DUE 172.67CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
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.]
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
LISA M COYNE ESQ
3901 MARKET ST
CAMP HILL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 E% AFP (01-03)
DATE 07-14-2003
ESTATE OF DIRIENZO JENO D
DATE OF DEATH 12-06-2002
FILE NUMBER 21 02-1130
,~ } _I - j COUNTY CUMBERLAND
ACN 101
PA 17.01:1-4227 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment.
CUT ALONG THIS LINE __-___ RETAIN LOWER PORTION FOR YOUR RECORDS -~
-----------------------------
REV-1607 EX AFP (01-03) ~~* --------------'
-------------------------------
INHERITANCE TAX STATEMENT OF ACCOUNT *~(~
ESTATE OF DIRIENZO JENO D FILE N0. 21 02-1130 ACN 101
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATETESHOWN BEL w003
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: 06-09-2003
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
03-04-2003 CD002254 1,201.44
06-23-2003 REFUND .00
AMOUNT PAID
23,000.00
172.67-
24,028.77
TOTAL TAX CREDIT 24,028.77
DALANCE OF TAX DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1,
NO PAYMENT IS REQUIRED.
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
STATUS REPORT UNDER RULE 6.12
Name of Decedent: JENO D. DIRIENZO
Date of Death: DECEMBER 6 2002
Admin. No.
Will No. 21-02-1130
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:
1. State whether administration of the estate is complete:
Yes X No
2, If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
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 X No
d, Copies of receipts releases, joinders and approvals of formal or informal
accounts maybe filed with the Clerk of the Orphans' Court and maybe attached to this report.
COYNE & COYNE, P.C.
~` ~
~ 2 S-' ~ ~'~ BY:
Dated: LI MARIE COYNE, ESQUIRE
P .Supreme Ct. No. 5 88
3901 Market Street
Camp Hill, PA 17011-4227
(717) 737-0464
Counsel for Estate