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03-0195
PETITION FOR PROBATE and GRANT OF LETTERS also known as ~ To: Register of X3]_ills for, the Deceased. County of ~ m ~~ in the Social Security No. ~D -I ~ '-~ ~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older ~n th~ execut O~ named in the last wilt of the abov~decedent, dated ~ ~ ~ ~ , and codicil(s) dated ~ ~ ~. ,~: ~ ~ ~"1 ~ ~O ~ ~ ~ ~ I (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~ ~ ~'~ ~ ~ C<~.__ ,,~y h ~ C last family or principal residence at ~0 < ~ ~ (list street, number and muncipality) Decendent, then 7 ~ years qf 0ge~died. ~ -- ] / , Except as follows, decedent did not marry, was not d~vorced and did not ~ a child born or adopted after execution o~he 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 $ ~ © (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania $ 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 (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUHBERLA_~D J 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 and truly administer the estate according to law. Sworn to or affirmed and subscribedV ~') X . ~. before me this 4th day of NO. 21-03-195 Estate 0f ~ ~ ~.t~ ~'~ ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW (~ ~f--~x, 5th . t-9- ., m consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated ~ ~ I I ~ / ~C~C) I described therein be admitted to probate and filed of record as the last will of ~ ~/~ ~ and Letters are hereby granted to ~)t2~ ~q ~_~ ~,. [--C_X~ ~r-~` Probate, Letters, Etc .......... $. 200.00 Short Certificates( ) .......... $ 15.00 ,: ATTORNEY (Sup. Ct. I.D. No.) -pag s_. 12.00 ~tenuncaauon ................ $ JCP $ 10.00 ADDRESS TOTAL_ $ 237.00 Filed ...... . .M~...C.H..5. a..2.0.Q3 ............. PHONE -- This is to certify that the information here given is correctly copied fi:om an original certificate of death duly filed with me as Local Registrar. The original certificate will be. forwarded to the State Vital Records Office for permanent, filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. [i ~'}/'~]~/ Local Registrar F E B 1 1 2003 No. ~ Date .~05.~43.~. w,? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS .~ CERTIFICATE OF DEATH '~ ,. H~0_n M. L~opard~ ~ F~m,~ ~ ~n~ ...... I_~ ~ ,~,'~ ~~ ........ P" ....... I'. ~ -- ~z --z~v I~eb. 11,2003 -'-7~ .... ~U~ *~RE~ ~. C~. ~. Z~ ~) I~CE~NT'S * ~ 7uu WaZnut Bottom Rd ]ACTU~ ,,..S,.,. K~nnSF~vanr~ ~ ,.~ ' ' ~/14/~003 ,,~ee~mood ~emo~Za~ Pa~ Lo~ 8u~e~ PA 15068 On~baeltofexaml.atlona~lnve,tlgatlon. lnmy~lnion.death~eurred ,tt~tlme date andpace .................................................... ; ......................... 0 Will and Testament of ]Helen Leooard I, HELEN Pl. LEOPARDI, Gumberland Gount¥, Pennsylvania, being of sound and disposing mind, memor and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. ARTICLE I BENEFICIARIES The name of my spouse is RALPH D. LEOPARDI. The name of my son is DANIEL R. LEOPARDI. The name of my grandson is DANIEL J. LEOPARDI. Ail references in this Will to x~my children" or ~child of mine" are references to my son DANIEL R. LEOPARDI. Ail references in this Will to ~xmy grandchildren" or ~Xgrandchildren of mine" are references to my grandson DANIEL J. LEOPARDI and his issue. ARTICLE TWO PAYMENT OF DEBTS AND EXPENSES BURIAL I direct the payment of the debts and expenses of my last illness from my estate as soon after my death as convenientlymaybe done. Prepaid arrangements for my burial have been made with Gibson-Hollinger Funeral Home, 501N. Baltimore Avenue, Mt. Holly Springs, Pennsylvania. ARTICLE THREE DISPOSITION OF PROPERTY I give, devise and bequeath all my propert¥, real, personal and mixed, of what nature or kind so ever, and wheresoever the same shall be at the time of my death, to my beloved husband RALPH D. LEOPARDI, provided he survives me by thirty (30) days not counting the day of my decease. In the event that my beloved husband RALPH predeceases me or fails to survive me by the aforesaid period, I give, devise and bequeath all my property, real, personal and mixed, of what nature or kind so ever, and wheresoever the s~une shall be at the time of my death, to my son DANIEL R. LEOPARDI, provided he survives me by thirty (30) days not counting the day of my decease. In the event that my son DANIEL R. LEOPARDI.predeceases me or fails to survive me by the aforesaid period, I give, devise and bequeath all my property, real, personal and mixed, of what nature or kind so ever, and wheresoever the same shall be at the time of my death, to my grandson DANIEL J. LEOPARDI. In the event that my grandson DANIEL J. LEOPARDI predeceases me or fails to survive me by the aforesaid period, I give, devise and bequeath all my property, real, personal and mixed, of what nature or kind so ever, and wheresoever the same shall be at the time of my death, to his issue per stirpes. In the event that his all of his issue predecease me or fail to survive me by the aforesaid period, I give, devise and bequeath all my property, real, personal and mixed, of what nature or kind so ever, and wheresoever the same shall be at the time of my death, to my heirs at law had I died intestate, unmarried and without issue. ARTICLE FOUR TAXES I direct that any and all inheritance, estate and transfer taxes imposed upon property making up my estate passing under my Will or otherwise, shall be paid out of the principal of my residuary estate prior to its distribution to my heirs. ARTICLE FIVE EXECUTOR'S POWERS In addition to the powers and authority conferred by law or necessary and appropriate for proper administration, I authorize my Executor in his or her absolute discretion: 1. To retain in the form received, and to sell either at public or private sale any real or personal property; 2. To lease, mortgage or otherwise encumber any real or personal property that may be included in my estate, without order of court or notice to any beneficiary; 3. To invest and reinvest in all forms of property; 4. To exercise any options or rights arising from ownership of investments; and 5. To compromise claims without court approval and without the consent of any beneficiary. ARTICLE SIX NOMINATION OF EXECUTOR I hereby nominate, constitute and appoint my husband, RALPH D. LEOPARDI to serve as Executor, if living and able to serve as same. If my husband is deceased or is otherwise unable to serve as Executor, I hereby nominate, constitute and appoint my son, DANIEL R. LEOPARDI to serve as Executor, if living and able to serve as same. If my son is deceased or is otherwise unable to serve as Executor, I nominate, constitute and appoint my grandson DANIEL J. LEOPARDI to serve as my Executor of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called to act insofar as I am able to do so by law. ARTICLE SEVEN MISCELLANEOUS PROVISIONS A. Paragraph Tittles and Gender. The titles given to the paragraphs of this Will are inserted for reference purposes only and are not to be considered as forming a part of this Will in interpreting its provisions. Ail words used in this Will in any gender shall extend to and include all genders, and any singular words shall include the plural expression, and vice versa, specifically including "child" or ~children," when the context or facts so require, and any pronouns shall be taken to refer to the person or persons intended regardless of gender or number. B. Thirty Day Survival Requirement. For the purpose of determining the appropriate distributions under this Will, no person shall be deemed to survive me unless such person is also surviving on the thirtieth day after the date of my death. C. Liability of Fiduciar~. No fiduciary who is a natural person shall, in the absence of fraudulent conduct or bad faith, be liable individually to any beneficiary of my estate, and my estate shall indemnify such natural person from all claims or expenses in connection with or arising out of that fiduciary's good faith actions or non-actions as the fiduciary, except for such actions or non-actions which constitute fraudulent conduct or bad faith. IN,WITNESS WHEREOF, I have subscribed my name below, this ~da¥ of April, 2001. Testatrix Signature '~ ~3~ '/~ ~ HELEN M. LEOPARDI We, the undersigned, hereby certify that the above instrument, which consists of four (4) pages, including the page which contain the witness signatures, was signed in our sight and presence by HEWN M. LEOPARDI, the Testatrix, who declared this instrument to be her Last Will and Testament and we, at the Testatrix's request and in the Testatrix's sight and presence, and in the sight and presence of each other, do hereby subscribe our names as witnesses on the date shown above. WitnessSignature~.~u3~~ City, State ~m~ ~ ffl/H07 Witness Signature ,i ~.~/ City, State Witness Signature AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : I, HELEN M. LEOPARDI, the Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly and as my free end voluntary act for the purposes expressed in the instrument.~FC~-~ Testatrix Signature ~---~-. -.~ HELEN M. LEOPARDI Subscribed, sworn to and acknowledged before me by HELEN M. . ~c~ · this day of -~p~, ~ 2001. LEOPARDI, the Testatrix, No~n~ry NOTARIAL SEAL KATHLEEN K. SHAULIS, Notary Public AFFIDAVIT CO~qONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBE~ : We, ~~~~,~~, and the witnesses, respectively, ose names are signe~ to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix HELEN M. LEOPARDI signed and executed the instrument as her Last Will and Testament and that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of her witnesses, in the presence and the hearing of the Testatrix signed the Last Will and Testament as witnesses and that to the best of their knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constrain~ or undue influence. WITNESS . _ _ residing at C ,rl,3& JPA ! )ol 3 Subscribed, sworn , ~ ~~, and~ ~~, r~ ~ , to and a ckn3~wledged before me by COMMONWEALTH Of PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002507 SHAULIS KATHLEEN K ESQUIRE 44 SOUTH HANOVER STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .................. 101 $3,000,00 ESTATE INFORMATION: SSN: 200-12-2849 FILE NUMBER: 2103-01 95 DECEDENT NAME: LEOPARDI HELEN M DATE OF PAYMENT: 04/29/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 02/11/2003 TOTAL AMOUNT PAID: $3,000.00 REMARKS: DANIELRLEOPARDI C/O KATHLEEN K SHAULIS ESQUIRE CHECK# 0097 INITIALS: SK SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION UNDER NOTICE UNDER RULE 5.6 (a) Name of the Decedent: Helen M. Leopardi Date of Death: February 11, 2003 Will No. 00195 of 2003 Admin. No. 2003-00195 To the Register: I certify that notice of a beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was mailed to the following persons on April 29, 2003. Name Address Daniel R. Leopardi 1479 Lutztown Road Boiling Springs, PA 17007 Daniel J. Leopardi 510 North College Street Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: April 29, 2003~~~~Xjx~=~ Si~a~ture Name: Kathleen K. Shaulis, Esq. Address: 44 South Hanover Street Carlisle, PA 17013 Telephone: (717) 243-6655 Capacity Personal Representative X Counsel to Personal Representative NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND In re Estate of Helen M. Leopardi, deceased No. 00195 of 2003 TO: Daniel R. Leopardi 1479 Lutztown Road Boiling Springs, PA 17007 Please take notice of the death of decedent and grant of letters to the personal representative named below. You may have a beneficial interest in the estate as follows: Because of the death of Mr. Ralph D. Leopardi on October 1, 2002, you are now _ the primary beneficiary under Mrs. Leopardi's Last Will and Testament dated April 3, 2001. Name of the Decedent: Helen M. Leopardi Last Known Address: Forest Park Health Center, 700 Walnut Bottom Road, Carlisle, PA 17013 Date of Death: February 11, 2003 Place of Death: Forest Park Health Center, Carlisle, PA 17013. County of Grant of Original Letters: Cumberland Decedent dies X testate intestate A copy of the will is X is not attached. ~ Name(s), address(es) and telephone number(s) of all personal representatives appointed Daniel R. Leopardi 1479 Lutztown Road, Boiling Springs, PA 17007 (717)258-3652 Name(s), address(es) and telephone number(s) of all counsel Kathleen K. Shaulis, Esq. 44 South Hanover Street, Carlisle, PA 17013 (717) 243-6655 Additional information may be obtained fi:om the undersigned. Date: April 29, 2003 Signature:~/~~~~~q~'~ Name;/Kathleen K. Shaulis, Esq. Address: 44 South Hanover Street, Carlisle, PA 17013 Telephone: (717) 243-6655 Capacity: __ Personal Representative X Counsel for Personal Representative NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND In re Estate of Helen M. Leopardi, deceased No. 00195 of 2003 TO: Daniel J. Leopardi 501 North College Street Carlisle, PA 17013 Please take notice of the death of decedent and grant of letters to the personal representative named below. You may have a beneficial interest in the estate as follows: · You are a contingent beneficiary under Mrs. Leopardi's Last Will and Testament _ dated April 3, 2001 in the event of the death of Daniel R. Leopardi. Name of the Decedent: Helen M. Leopardi Last Known Address: Forest Park Health Center, 700 Walnut Bottom Road, Carlisle, PA 17013 Date of Death: February 11, 2003 Place of Death: Forest Park Health Center, Carlisle, PA 17013. County of Grant of Original Letters: Cumberland Decedent dies X testate intestate A copy of the will__ is X is not attached. Name(s), address(es) and telephone number(s) of all personal representatives appointed Daniel R. Leopardi 1479 Lutztown Road, Boiling Springs, 'PA 17007 (717)258-3652 Name(s), address(es) and telephone number(s) of all counsel Kathleen K. Shaulis, Esq. 44 South Hanover Street, Carlisle, PA 17013 (717) 243-6655 Additional information may be obtained fxom the undersigned. Date: April 29, 2003 Signature: Name:-- I~ ~/~athleen K. Shau is, sq. Address: 44 South Hanover Street, Carlisle, PA 17013 Telephone: (717) 243-6655 Capacity: __ Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003197 SHAULIS KATHLEEN K ESQUIRE 44 SOUTH HANOVER STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .................. 101 9571.03 ESTATE INFORMATION: SSN: 200-12-2849 FILE NUMBER: 2103-01 95 DECEDENT NAME: LEOPARDI HELEN M DATE OF PAYMENT: 11/04/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/11/2003 TOTAL AMOUNT PAID: 9571.03 REMARKS: DANIELRLEOPARDI-EXECUTOR C/O KATHLEEN K SHAULIS ESQUIRE CHECK# 106 INITIALS: SK SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS OMMO.VV 'T. OF REV'1500 OFF,C,A. USE ON' PENNSLYVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN F,'E.UMBER DEPT. 280601 RESIDENT DECEDENT 21 03 0195 HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER LEOPARDI, Helen M. 200-12-2849 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE W~TI-I THE 2-11-03 11/29/1923 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER N/A ~ 1~. Odginal Ret~urn ~~ ~ 2. Supplemental Return __ ~._...13. Remainder Retum (D, o~ d~, p~ t= t2-t:~2)-- 4. Limited Estate U 4a. Future Interest Comprise (date o4 death alter 12-12-82) U 5. Federal Estate Tax Return Required Decedent Died Testate (Attach copy of Will) I 17. Decedent Maintained a Living Trust (AUach a copy of Trust) 8. Total Number of Safe Deposit Boxes Litigation Proceeds Received I 110. Spousal Poverty Credit (date of death between 12-81-91 and 1-1-95)I 111 Election to tax under Sec 9113(A3 THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME I COMPLETE MAILING ADDRESS KATHLEEN K. SHAULIS, Esq. I FIRM NAME (If Applicable) 44 SOUTH HANOVER STREET CARLISLE, PA 17013 TELEPHONE NUMBER 717-243-6655 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 0 2. Stocks and Bonds (Schedule B) (2) $65~,~3.-11 3. Closely Held Corporation, Partnership or Bole-Proprietorship (3) $ 0.00 4. Mortgages & Notes Receivable (Schedule D) (4) $ 0.00 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) (5) $26,814.76 6. Jointly Owned Property (schedule F) (6) Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) , (schedule G or L) 8. Total Gross Assets (total Lines 1-7) (8) 92,507.87 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 9782.05 10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) 36.25 11. Total Deductions (total Lines 9 & 10) (11) 9818.30 12. Net Value of Estate (Line 8 minus Line 11) (12) 82,689.57 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) $ 0.00 made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 82,689·57 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x 0.0 (15) $ 0.00 16. Amount of Line 14 taxable at lineal rate 82689.57 x 0.045 (16) $3721.03 17. Amount of Line 14 taxable at sibling rate x .12 (17) $ 0.00 18. Amount of Line 14 taxable at collateral rate x .15 (18) $ 0.00 19. Tax Due (19) $3721.03 20. ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address STREET ADDRESS Thornwald Home 700 Walnut Bottom Road ~AR'~LiSLE STATE ZIP PA 17O13 Tax Payments and Credits: 1. Tax Due (Page I Line 19) (1) $3721.03 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 3000.00 C. Discount 150.00 Total Credits (A + B + C) (2) 3150.00 3. Interest/Penalty if applicable D. Interest 0.00 E. Penalty 0.00 Total Interest/Penalty (D + E) (3) $ 0.00 4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT Check box on Page 1 Line 20 to request a refund (4) $ 0.00 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) $571.03 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE (5B) $571.03 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; [~ b. retain the right to designate who shall use the property transferred or its income; c. retain a revisionary interest; or d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within on year of death without receiving adequate consideration? 3. Did decedent own an '3n trust for" or payable upon deah bank account or secun~/at his or her death? 4. Did decedent own an Individual Ratirement Account, annuity, or other non-probate property which contains a beneficiary designation? Under penalties of perjury, I de(dam that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer other than the personal representative is based on alt the infon'nalion of which preparer has any knowledge. SIGNATURE O.F PERSON [RESPONSIBLE FOR FILIN~ RETURN _ ,/ DATE ADDRESS Daniel R. Leopardi, Executor d' 1479 Lutztown Road Boilng Springs, PA 17007 ADDRESS 'Ka~leen K. Shaulis, Esq. 44 South Hanover Sb'eet Carlisle, PA 17013 t 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.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assats and filing a tax tatum 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 transfem from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116(a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section REV-1503EX + ~1-97) (I) , SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF HELEN M. LEOPARDI FILE NUMBER 2103-0195 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Harley Davidson Motor Company (371 shares × 41.16 per sham) $15,270.36 2. US Savings Bonds (Series E) - see attached documentation $2203.97 3. US Savings Bonds (Series EE) -see attached documentation 48,218.78 REV-1508 EX +~1~97)(1) SCHEDULE E COMMONWEAL~.OFPENNS~VAN~' CASH, BANK DEPOSITS. & MISC. INHERITANCE TAX RETURN .ES,OE.TOECEOE.T PERSONAL PROPERTY ESTATE OF HELEN M. LEOPARDI FILE NUMBER 2103-0195 Include the proceeds of #1iga'don and the date the proceedsweeerecei~d by the estate. AIIpmpe~jjoint¥ownedwlththedghtofsuwivorshipmust be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M + T Bank (Checking #786926) 5801.32 2. Waypoint Bank Certificate of Deposit 18050.18 3. Personal Property 2963.26 TOTAL (Also enter on line 5, RecapitulationS) $26,814.76 (If more space is needed, insert additional sheets of the same size) SCHEDULE H coM,o,vw. , O""E""SVLVA, FUNERAL EXPENSES & INHERITANCE TAX RE~RN ADMINISTRATIVE COSTS ESTATE OF HELEN M. LEOPARDI FILE NUMBER 21-0~ 0195 ~ of d~l mu~ ~ repo~ on Sch~u~ I. I~M NUMBER DESCRIPTION ~UNT ~ FUNE~ E~ENSES: 1. H~lingeCs Funeral H~e, ~1 N. BaEi~e St, ~. H~ly S~, Pa 75~.~ B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zio Year(s) Commission Paid: 2. Attorney Fees Kathleen K. Shaulis, Esq. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 810.00 Claimant Street Address City State Zip 4. Probate Fees Cumberland County Register of Wills 246.00 5. Accountant's Fees 6. Tax Return Preparer's Fees Kathleen K. Shaulis, Esq. (2002 Income tax) 125.00 7. Advertising - Cumberland County Law Journal 75.00 8. Advertising - Sentinel (Cumberland County) 88.43 9. Hi#crest Country Club, Dinner After Funeral 240.00 10. Postage 5.52 11. Ham's Auction Sales Commission 632.10 TOTAL (Also enter on line 9, RecaPitulation) $9782.05 ' ' (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (1-97Xl) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN RES"~E.TOECEDE.T MORTGAGE LIABILITIES, & LIENS ESTATE OF Heten M. LEOPARDI FILE NUMBER 21-03-0195 Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Cumberland GoodwillFire Rescue 36.25 TOTAL (Also enter on line 10, Recapitulation) $36.25 (If more space is needed, insert additional sheets of the same size) REV-1513 EX~+ (9-00)) SCHEDULE J COMMO.W ,L . oF PE..S LV^N BEN EFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF HELEN M. LEOPARDI FILE NUMBER 21-03-0195 RELATIONSHIP TO DECEDENT ~OJNTC~ NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) S~4~E OFESTA~E TAXABLE DISTRIBUTIONS [include outright spousal distributions, and I transfers under Sec. 9116 (a) (1.2)] 1. Daniel R. LeopaJ'di Son 100% 1479 Lutztown Road, Boiling Spdngs, PA 17007 ENTER DOLLAR ~ FOR DISTRIBUTIOI~ SHOWN ~ ON UNES 15 TI-IROI.~H 18, AS ~TE, ON REV-1500 COVER Si-EET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART 1] - ENTER TOTAL NON-TAX, ABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.0o (If more space is needed, insert additional sheets of the same size) Schedule B Attachments ,omputershare Computershare Trust Co., Inc. 2 North LaSalle Street Chicago Illinois 60602 Within the US, Canada 8 Puerto Rico: 866 360 5339 Outside the US, Canada 8 Puerto Rico: 312 360 5339 Facsimile: 312 601 4335 vvwvv.computershare.com For a change of address please call the above HDI number or visit us at www.computershare.com DANIEL R LEOPARDI & BARBARA R LEOPARDI JT TEN Holder Account Number 1479 LUTZTOWN RD BOILING SPRGS PA 17007-9684 C 0000497479 IND I,,,lll,,,lll,,,ll,,,I,,,ll,l,,,ll,,I,,I,,h,ll,,,ll,l,,,,I,II Company ID HDI SSNfFIN Certified Yes Direct Stock Purchase Plan Statement To submit a request to sell shares online, visit www.computershare.com and register as an Investor Centre member. Receive your Harley-Davidson, Inc. shareholder communications electronically. To register, simply: 1) Visit www.computershare.com/us/sc/harleydavidson 2) Enter your personal security information for validation: holder account number and zip code 3) Click on Shareholder Communications 4) Enter your delivery method for each item, enter your email address 5) An email will be sent to confirm your enrollment. When you receive it, just click on "Reply" to activate this service. Please contact Computershare at 866-360-5339 should you have questions about this program. Dividend Information Record Date: 17 Sep 2003 <Holder Account Number:C 0000497479> Payment I Class Description Participating I Dividend I Gross Deduction Deduction Net Date I Shares/Units I Rate ($) I Dividend ($) Amount ($) Type Dividend ($) 30 Sep 2003 Common 482.742891 0.040000 19.31 19.31 Transaction History From: 01 Jan 2003 To: 30 Sep 2003 I Transaction Description '~ Transaction I Deduction i Deduction ! Net Price Per Total Date i i Amount ($) I Amount ($) i Type I Amount ($) Share/Unit ($) Shares/Units 31 Dec 2002 Dividend Reinvestment 3.87 3.87 46.008061 0.084116 24 Mar 2003 Dividend Reinvestment 3.87 3.87 39.577356 0.097783 01 Apr 2003 Transfer 0.00 01 Apr 2003 Certification 0.00 , .371.544751 Summary of Holdings Date: 30 Sep 2003 001CS014_RPS.DL.HDI. 1802_28/019744/022075 Certificated ] ' Closing Price Per ] Shares/Units Book Shares/Units Plan Shares/Units Total Shares/Units Share/Unit ($) Value ($) 441.000000 0.000000 42.143534 483.143534 48.200000 23,287.52 RALP LEOPARDI 162-16-2253 Bond Values For: 03/2003 450 D ST CARLISLE, PA 17013 Issue I Interest Redemption Number Series Denom DateI Issue Price Earned Value Serial Q6276865548 E $25 08/1978 $18.75 $67.27 $86.02 Q6387666706 E 25 03/1980 18.75 65.09 83.84 Q6333322511 E 25 06/1979 18.75 65.96 84.71 11 I . · Q6369489765 E 25 __/~979 18 75 65 09 83.83 Q6209372350 E 25 11/1977 18.75 86.33 105.08 Q6222920547 E 25 04/1978 18.75 71.77 90.52 Q6296455895 E 25 01/1979 18.75 66.63 85.38 Q6176837132 E 25 06/1977 18.75 98.14 116.89 Q6149879517 E 25 02/1977 18.75 99.06 117.81 Q6109691215 E 25 09/1976 18.75 99.92 118.67 Q6086089120 E 25 04/1976 18.75 98.57 117.32 Q6049030319 E 25 12/1975 18.75 100.90 119.65 Q6026861622 E 25 07/1975 18.75 101.85 120.60 Q5213617115 E 25 10/1974 18.75 101.37 120.12 Q5228223409 E 25 02/1975 18.75 102.80 121.55 Q5170467209 E 25 05/1974 18.75 103.48 122.23 Q5142410347 E 25 12/1973 18.75 104.74 123.49 Q5121305020 E 25 08/1973 18.75 109.56 128.31 Q5086709052 E 25 03/1973 18.75 111.14 129.89 Q5052428180 E 25 11/1972 18.75 109.30 128.05 Total Total Total Price Interest Value Total number of bonds priced: 20 Boilin~ Sprin~s Office One For~e Rd Boilin~ Sprin~s, PA 17007 241-7790 Pa~e 1 Of 1 Bond Values For: 03/2003 hp LEOPARDI 162-16-2253 ] D ST ~LISLE, PA 17013 Issue I Interest I Redemption Denom Date Issue Price~ 4732024 EE $5,000 03/1994 $2,500.00 $1,362.00 $3,862.00 4732025 EE 5,000 03/1994 2,500.00 1,362.00 3,862.00 4592256 EE 10,000 03/1994 5,000.00 2,724.00 7,724.00 4592257 EE 10,000 03/1994 5,000.00 2,724.00 7,724.00 Total Total Total Price Interest Value tal number of bonds priced: 4 ~~~ Boiling Springs Office One Forge Rd Boiling Springs, PA 17007 241-7790 Page 1 Of 1 Bond Values For: 03/2003 RALP LEOPARDI 162-16-2253 450 D ST CARLISLE, PA 17013 I I I Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value M14565514 EE $1,000 05/1986 $500 00 $851.20 $1,351.20 M14565513 EE 1,000 05/1986 500 00 851.20 1,351.20 M14565512 EE 1,000 05/1986 500 00 851.20 1,351.20 M14565511 EE 1,000 05/1986 500 00 851.20 1,351.20 M14565510 EE 1,000 05/1986 500 00 851.20 1,351.20 M14656609 EE 1,000 05/1986 500 00 851.20 1,351.20 M14565508 EE 1,000 05/1986 500 00 851.20 1,351.20 M14565507 EE 1,000 05/1986 500 00 851.20 1,351.20 M14565506 EE 1,000 05/1986 500 00 851.20 1,351.20 M14565505 EE 1,000 05/1986 500 00 851.20 1,351.20 Total Total Total Price Interest Value Total number of bonds priced: 10 ~ ~ Boiling Springs Office One Forge Rd Boiling Springs, PA 17007 241-7790 Page 1 Of 1 RALP LEOPARDI 162-16-2253 Bond Values For: 03/2003 450 D ST CARLISLE, PA 17013 Serial Issue I Interest Redemption Number Series Denom Date Issue Price Earned Value M43885492 EE $1,000 02/1992 $500.00 $458.40 $958.40 M43885493 EE 1,000 02/1992 500.00 458.40 958.40 M43885494 EE 1,000 02/1992 500.00 458.40 958.40 M43885495 EE 1,000 02/1992 500.00 458.40 958.40 M43885496 EE 1,000 02/1992 500.00 458.40 958.40 M43885497 EE 1,000 02/1992 500.00 458.40 958.40 M43885498 EE 1,000 02/1992 500.00 458.40 958.40 M43885499 EE 1,000 02/1992 500.00 458.40 958.40 M43885490 EE 1,000 02/1992 500.00 458.40 958.40 M43885491 EE 1,000 02/1992 500.00 458.40 958.40 Total Total Total Price Interest Value Total number of bonds priced: 10 Boiling Springs Office One Forge Rd Boiling Springs, PA 17007 241-7790 Page 1 Of 1 Bond Values For: 03/2003 RALP LEOPARDI 162-16-2253 450 D ST CARLISLE, PA 17013 I Issue I Interest Redemption Serial Number Series Denom Date Issue Price Earned Value L20897222 EE $50 11/1980 $25.00 $86.78 $111 78 L6431901 EE 50 09/1980 25.00 99.38 124 38 L15631900 EE 50 07/1980 25.00 99.38 124 38 L38309905 EE 50 01/1981 25.00 86.78 111 78 L38309462 EE 50 03/1981 25.00 86.78 111 78 L38315534 EE 50 05/1981 25.00 79.90 104 90 L127570087 EE 50 07/1983 25.00 57.56 82.56 L124009647 EE 50 05/1983 25.00 57.56 82.56 Ll14972958 EE 50 03/1983 25.00 62.12 87 12 Ll14973714 EE 50 01/1983 25.00 69.32 94 32 Ll14973127 EE 50 11/1982 25.00 69.32 94 32 L89799497 EE 50 09/1982 25.00 75.84 100 84 L89310878 EE 50 07/1982 25.00 75.84 100 84 L89310363 EE 50 05/1982 25.00 75.84 100 84 L72365524 EE 50 03/1982 25.00 77.86 102 86 L72364860 EE 50 01/1982 25.00 77.86 102 86 L65003789 EE 50 09/1981 25.00 79.90 104.90 L56371459 EE 50 07/1981 25.00 79.90 104.90 L72074339 EE 50 11/1981 25.00 77.86 102.86 Total Total Total Price Interest Value Total number of bonds priced: 19 ~~ Boiling Springs Office One Forge Rd Boiling Springs, PA 17007 241-7790 Page 1 Of 1 Schedule Attachments LOOK FOR US. ~V(E'LL GET YOU THERE. 06/25/2003 , KATHLEEN K SHAULIS 44 S HANOVER ST CARLISLE PA 17013 The information which you requested on the account(s) of HELEN LEOPARDI (Social Security Number 200-12-2849) is/are as follows: Account Number 8000004301 Class of Account CERTIFICATE Date Opened 03/09/94 Principal Balance 18032.94 Accrued Interest 17.24 Balance atDate of 18050.18 Death Account Ownership JTO Name of Joint RALPH Owner, if any LEOPARDI- Date Ownership Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information ~.ncere~y, ~ Requested ~~/'~U~ SENIOR SERVICES REP. P.O. Box 171 I, HARRISBURG. PENNSYLVANIA 17105-1711 Toll Fr~E I-~I~;6-WAYPOINT (I-866-929-7646) · IN YORK AREA 717/815-4500 · vvww. wagpointbank.com Estate of Helen M. Leopardi Date of Death: February 11, 2003 Account 1. Type of Account 2. Date opened 3. Titled (if changed after openidg, ~late change) 4. Balance as of 2/11/2003 Accrued interest to 2/11/2003 TOTAL DATE OF DEATH VALUE 5. Beneficiaries: Account 1. Type of Account ~/leC[([n~ 2. Date opened 3. Titled (if changed after opening, d/rte change). 4. Balance as of2/11/2003 Accrued interest to 2/11/2003 TOTAL DATE OF DEATH VALUE 5. Beneficiaries: /~o ~ - Safe-deposit box: Yes Q~ (Please circle) Single title Joint title M+ T Bank Title: ~/ Date: ~///,,~/0 3 : 08-28-2003 HAAR'S AUCTION iement DANIEL LEOPARD I Page: 1 er: 7417 1479 LUTZTGWN RD BOILING SPRINGS PA 1700'7 Item Description Price Qty Tot:al - Wanging light 1 0. '7500 -. Console set i 15.00 - Santa 1 ;--:. 00 - Bag yarn 1 2.00 - Rack lot 1 3.00 - Suit case ~. 1.00 - Elephants 1 3.50 - Mirror 1 8.50 - Ca'rd table 1 7.00 - Candle holders 1 1.25 - Box lot 1 0. 5000 - Box lot 1 1.00 - Box lot 1 0. 5000 - Occ japan lot 1 6,.00 .- Window fan 1 1.00 - Box lot 1 0. 2500 - Milk glass dish 1 6.00 - Potpourri candle 1 1.50 - Box lot 1 0. 5000 - Box lot 1 0. 5000 - Box lot 1 0. 7500 - Table clo'~hs I 1.00 - Box lot 1 1.00 - Box lot 1 0. 2500 -. Box lot 1 0. 5000 - Silver- lot I 0.2500 - Bags of yarn 1 1.00 - Pitcher 1 0. 2500 - Box lot 1 2.50 - Box lot 1 2.00 - Box lot 1 0. 2500 - Box lot ~ 1 1.00 - Elec broom 1 2.50 - Box lot 1 0. 5000 - Baby ben clock 1 0.5000 - Bread box 1 0. 2500 - Box lo~ i 1.00 - Baby ben clock 1 0.2500 - Box lot 1 1.50 - Box lot 1 1.25 Box lot 1 3.50 · ~0~ - Babv ben clock i 0..-.= ~ ~t e: 08-26-2003 NAAR'S AUCTION ettlement DANIEL LEOPARD I Page: 2 .~1 ler: 7417 1479 LUTZTOWN RD BOILING SPRINGS PA 17007 Item Description F-'rice Qty Total -. Box lot 1 1.25 - Milk glass boxes 1 1.00 - Cheese slicer lot 1 1.00 -. Box lot 1 1.00 - Footed bowl 1 2:.00 - C 1 ock s I 1 . ,:'- ~"" "::' - Box lot 1 0. '7500 -- Box lot t 0. 2500 - Boox lot 1 1.25 - Glassware lot 1 0. 2500 - Raggedy ann mugs 1 4.50 - Box lo~ 1 1.00 - Bowl 1 4.00 - Box lot 1 1.75 - Box lot 1 0. 1500 - Box lot 1 1.50 - Meas glass 1 3.00 -. Box lot 1 0. c_~:0 - Box lot 1 0. 2500 - Box bowls 1 0. 2500 - Set of dishes 1 1.00 - Box 1 ot 1 1.25 - Music box 1 1.'-'='~ - Box lot 1 1.00 - Box lot 1 0. 1500 - Bird tumblers 1 0. 2500 - Pressure cooker i 5.00 - Knives 1 2.50 - Linens 1 6.00 - Pressu'r-.e cooker 1 1 ,...,t~: - Box lot 1 1. 00 - Tin 1 1.00 - Sewing boxes , 1 0. 2500 -- Bowls 1 0. 1500 - Box lot 1 0. 5000 - Box lot t 1.25 - Iris glass 1 5.50 - Buttons 1 3.00 - Luggage 1 0. 2500 - Figurines 1 0. 5000 - Figurines 1 3.00 POX lO~ ite: 08-26-2003 HAAR'S AUCTION ?tttement DANIEL LEOPARDI Page: 3 ~,1 let: 7417 1479 LUTZTOWN RD BOILING SPRINGS PA 17~7~07 Item Description Price Qty Total - Storage box 1 1.00 - Donkey cart 1 7.00 - Cand 1 eabra 1 0. 5000 - Box lot 1 0. 2500 - Box lot 1 0. 5000 - Easter pla~e 1 0. 2500 - Box lot 1 0. 2500 - Box lo~ 1 i. 75 - Box lot 1 0. 2500 - Folding table 1 5.50 - Box lot 1 0. 5000 - Box lot 1 2.00 - Cannist~.~r set 1 1.50 - Napk ins 1 1.00 - Water set 1 8.00 - Box paperbacks 1 0. - Tea towels i 6.00 - Box lot i 1.25 - Video cacidies i 1.50 - Wok set I 1.25 - Picture 1 2.50 - Flower art 1 0. 5000 - Plates 1 4.00 - Box avon 1 3.50 - Pictures I 2.50 - Truck bank 1 7.00 - Box 1 ot 1 2.50 - Food processer 1 2.50 - Box lot 1 0. 5000 - Pictures 1 2.50 - Bo x 1 ot 1 1.25 - Box lot 1 0. 2500 - Box lot 1 1.75 - Box lot 1 0. 2500 - Box records 1 5.00 - Box lot 1 1.00 - Cassettes 1 1.50 - Pictures 1 2.50 - Vase 1 0. 1500 - Boxes of books 1 0. 5000 - Thermometer 1 2. 50 - Box lot 1 2. 00 - Brass boot 1 2.50 ,.te: 08-26-2003 WAAR'S AUCTION ~tt lement DANIEL LEOPARDI Page: 4 ~ller: 7417 1479 LUTZTOWN RD BOILING SPRINGS PA 17007 Item Description Price Qty Total Pitchers dish 1 ;-'.~ - Puzzle 1 0. 5000 - Box lot 1 1.00 - Puzzles 1 ~. o~ - Teatowls 1 1.00 - Deep fryer 1 1.00 - Bedspread 1 3.00 - Deep fryer 1 5.00 - Scanner 1 6.00 - Cook books 1 1.00 - Glass ware lot 1 5.00 - Box lot 1 4.50 - Calculators 1 3.00 - Box lot 1 0. 1500 - Rolling pin 1 6.00 - Blanket lo'b 1 1.00 - Bedspreacl 1 1.50 - Tablecloths 1 2.00 - Bedspreads 1 2.00 - Boxes tins 1 0. 1000 -- Placemats tablecloth 1 0.5000 - Bedspreads 1 1.00 - Tablecloth I 12.00 - Bedspreads 1 3.00 - Punch bowl set 1 1.25 - Slneet s 1 0. 7500 - Sheets 1 0. 2500 - Box lot 1 1. =~ - Radios t 4.00 - Flannel sheets 1 3.00 - Stool 1 1.50 - Blankets 1 1.00 - Tablecloth 1 4.00 - Elec blanket i 2.75 - Box lot 1 0. 1500 - Tablecloth 1 4.00 - Stero set 1 0. 1000 - Box lot 1 0.5000 - Tablecl otln 1 1 ¢E - Cookbooks 1 3.00 - Tablecloth 1 1.50 - Plate mugs 1 0. 1000 - Towe 1 s 1 1.25 : 09-01-2003 HAF-IR~ S AUCT I ON :iLe,I;-~t DANIEL LEOPARDI Page: _er: 7417 1479 LUTZTOWi'..i RD BOLLING SPRINGS PA 17007 I t C,m De scr~i ~)t i on Price Qt y Tot al Small round table 1 '-'= 00 - i'qight stand - pine 1 10.'" - Micro-wave i 1.00 ..... Haple end table w/ drawer 1 27.00 - Recliner chai~ ..... rust colo'r i 6.00 - Desk wooden 1 27. - Single bedboard- full size I 4.00 bed f:ra,~e - Gold swivel rocker I i7.00 - Lg. wail hanging pic'ture 1 8.0 - P i n k w i n g b a c k c h a i r ! 45.00 - 3 cushic, n plaid red sofa 1 30.00 - Regina sweeper wX light - i 8.00 ;d O r ~{ s - Milk cane- kruger' Carlisle i 6.00 - Hoavy table light 1 7.00 -~ Table lights i0.00 2 20.00 - Table lights (3) 1 1.00 - Table light - flowers - t 1.00 crystal - Pr. table ligh'ts i 4.00 - Touch la~:ps 6.00 2 12.00 -- i drawer wooden stand 1 22.00 - Long cc, ffee 'tab!e i 25.00 - Chest of drawer, s i 40.00 - Waterfall dresser - mirror i 5.00 - D/R table ..- 4 chairs 1 80.00 - TV and cabinet color- w~ I 45.00 re ~ ot ce - Single bed frame - 1 8.00 headboar'd -. Box spring - mattress ~;2.00 2 64.00 -. B / R s u i t - v a n i t y -- 1 1,4 ~ ~. 00 drersser- headboard - frame - Box spring - mattress 27.0~Z~ 2 54.00 Items: 31 Amo,.mt: 2~ 107.00 Com~ission at 30.000% 632. 10 Less adjustments: -bd~. 10 Ne't due to seller: 1,474.90 THANK YOU 08-22-2003 HAAR'S AUCTION .ement DANIEL LEOPAOD I Page: ~r: 1479 1479 LUTZTOWN RD BOILING SPRINGS PA 17007 Item Description Price Qty Total - Wheel chair 1 6.00 - Rug and funnel 1 0. 2500 - Fan 1 6.00 - Tree/pot 1 1.50 - Stool 1 1.50 - Hedger 1 3.00 - Broom 1 1.50 .- Can s 1 14.00 - Can i 3.00 - Box lot 1 1.50 - Box lot 1 0. 2500 - Rounder table 1 0. 2500 - Drill 1 5.00 - Rain gear 1 2.00 - Box lot 1 1.00 - Basket 1 1.50 - Sub pump 1 2.00 - Sander/box lot 1 0. 2500 - Cupboard 1 1.00 - Box light 1 0.2500 - Truck 1 10.00 - Box lot 1 10.00 - Box lot 1 0. 5000 - Box lot 1 0. 2500 -. Tools 1 1.00 - Box lot 1 2.00 - Box 1 ot 1 1.00 - Fire dis 1 1.50 - Bolts/jack stand 1 0.2500 - Wagon 1 3.50 - Polisher/box lot 1 4.00 - Box lot 1 0. 2500 - Box lot 1 0. 2500 - Metal stand ~ 1 1.50 - Step stool 1 0. 1000 - Rocker 1 27.00 - Box lot 7.00 2 14.00 - Box lot 2.00 2 4.00 - Box lot 0. 2500 2 0. 5000 - Box lot 1 0. 2500 - Box lot 1 0.2500 - Christmas 1 0. 2500 ~ 12.00 ate: 08-22-2003 HAAR'S AUCTION ett lenient DANIEL LEOPAODI Page: 2 eller: 1479 1479 LUTZTOWN RD BOILING SPRINGS PA 1700'7 Item Description Price Qty Total - Box lot 1 2.00 - Tire pump 1 1.50 - Basket goodies 1 3.00 - Houses 1 3.00 - Box lot 1 1.50 - Birds 1 0. 2500 - Christmas houses 1 4.00 - Christmas 1 1.00 - Saw/holder 1 2.00 - Books/containers 1 0. 2500 - Games 1 0. 2500 - Lights 1 0. 7500 - Stabler lot 1 2.50 - Christmas goodies 1 0. 5000 - Christmas lights/bows 1 0.2500 - Christmas 1 2.00 - Hose 1 1.50 - Christmas lights 1 0.2500 - Containers/tool box 1 1.00 - Tire tools 1 2.50 - Jig saw 1 4.00 - Mot or 1 0. 2500 - Foot mas/heater 1 3.00 - Dehumdifier 1 6.00 - Plant stand 1 1.00 - Christmas 1 2.00 - Car parts/glasses/lot 1 6.00 - Rower 1 0. 1000 - Christmas lights/can full 1 0.2500 - Christmas 1 0. 2500 - Gardening stuff 1 0. 2500 - Vases/fan 1 2~. 00 - Cart 1 1.50 - Blower 1 9.00 - Tool lot 1 0. 5000 - Hand full tools 1 2.50 - Shoval 1 2.00 - Shovals 1 0. 2500 · - Cables 1 0. 2500 - Box lot 1 18.00 - Bike 1 2.00 - Bik.e ·. 1 0.2500 - Pump 1 1.50 ,ate: 08-22-2003 HAAR'S AUCTION ~ett lement DANIEL LEOPAOD I Page: 3 ~eller: 1479 1479 LUTZTOWN RD BOILING SPRINGS PA 17007 Item Description Price Qty Total - Wrench/hammer 1 1.25 - Tools 1 0. 2500 - P i ck 1 0. ~ 00 - Po 1 e 1 0. 2500 - Rake 1 0. 5000 - Rake 1 1.50 - Rake t 0. 2500 - Rakes 1 0. 5000 - Rakes 1 1.00 - 'Toot 1 0. 2500 - Tool 1 0.5 ~.40 D - To o 1 1 0. =~ ~z,~ - Hammer 1 0. 5000 - Turp/tool box ! 0. 5000 - Tool 1 3.00 - Tool 1 3.00 - Hammer 1 2.50 - Box lot 1 0 c_o~0 - Tools 1 2.00 - Broom/jack 1 0. 2500 - Thacher 1 2.00 - Rubber- 1 2.00 - - Gloves 1 0.5000 - Box lot 1 1.50 - Stand 1 3.00 - Grill stuff 1 0.2500 - Hardware/phone 1 2.50 - Cups/christmas/tool box 1 2.00 - Tool box 1 3.50 - Wrenches 1 2.00 - Lot 1 22.00 - Tv 1 6.00 - C b 1 '--.~. 00 - Tea pot 1 0. 5000 - Library table wooden 1 6.00 - Lot 1 6.00 - Pr. laterans 1 8.00 - Jack 1 6.00 - Lot 1 2.00 - Box lot - boots 1 4.00 - Box lot - irons i 0.2500 - Box lot 1 2.00 - Box lot - patterans - 1 0. 2500 ~ ....... , sew, i.n .o items ' ' .. ' ...... I I I 11 II I ll1 I .. I ate: 08-22-2003 HAAR'S AUCTION ettlement DANIEL LEOPAOD I Page: 4 eller: 1479 1479 LUTZTOWN RD BOILING SPRINGS PA 17007 It-em Description Price Qty Total - Pans 2.50 2 5.00 - Box lot 1 5.00 Items: 136 Amount: 361.70 Commission at 30. 000% 108.51 Less adjustments: -108.51 Net due to seller: 253. 19 THANK YOU 08-26-2003 HAAR'S AUCTION :lement DANIEL LEOPARD I Page: 5 .er: 7417 1479 LUTZTOWN RD BOLLING SPRINGS PA 17007 Item Description Price Qty Total -- Rockwell mugs 0. 1500 5 0. 7500 Tablecloth 1 1 Jt~ - Towe 1 s 1 3. 00 - Towels 1 5.00 - Tabl et:loth 1 2.. 00 - Box lot 1 0. 2500 - Bake pans lot 1 3.00 - Tableclo~:h 1 1.50 - - Box lot 1 0. 5000 - Ket t 1 e 1 1. ;-75 - Ski 11 et s 1 0. ;--:500 - Box lot 1 0. 5000 - Tablecloth 1 ~Z~. R500 - Box mixers 1 ~.ok~ - Suitcase 1 0. 1000 - Revere kettles 1.25 3 3.'75 - Box lot 1 0. 1500 - Kett les 1 0. 5000 - Plate lot 1 2.50 - Bo>< lot 1 0. 5000 - Cake keeper 1 0. 2500 - Pitcher and bowl 1 5.00 - Rad i o 1 1.00 - Grange cookbook 1 1.00 - Cookbooks 1 2.75 - Visionware skillets 1 1.50 - Kettles 1 0. i500 - Pitcher and bowl i 0. 7500 --- Pyrex dishes 1 2.. 75 - Playing cards 1 1..-:,~'-'=' - Pyrex dish 1 1.00 - Fire king dishes 1 0.2500 -. Corning dish 1 0. 5000 - Corning dish 1 2.50 - Co'rn ing dishes 1 1.00 Items: 215 Amount: 397.;-]5 0.00 Commission at 30. 000% 119. 18 Less adjust, ments: -119. 18 Net due to seller: 278.0'7 ~ THANK YOU THE LAW OFFICES OF KATHLEEN K. SHAULIS, ESQ. 44 SOUTH HANOVER STREET CARLISLE, PA 17013 PHONE (717) 243-6655 FAX (717) 243-6618 June 17, 2003 Invoice submitted to: Estate of Helen M. Leopardi Daniel R. Leopard~, Executor 1479 Lutztown Road Boiling Springs, PA 17007 Invoice %2003-0123 Hrs/Rate Amount 3/11/03 Arrange Advertising .5 hr/S100 hr 50.00 3/11/03 Reimbursement for Sentinel Advertising N/A 88.43 (See Attached) 3/11/03 Reimbursement for CC Law Journal N/A 75.00 (See Attached) 3/25/03 Preparation of Income Tax Returns N/A 125.00 4/29/03 Preparation of Certifications and Notices to Beneficiaries/Filing With Register/ Mailing 1.5 hr/S100 hr 150.00 05/06/03 Reimbursement for short certificates N/A 18.00 6/10/03 Waypoint and M+T Letters DOD Val. for Bank Accts .6 hr/S100 hr 60.00 Balance 06/17/03 566.43 THE LAW O~flCES O~ · ~ KATHLEEN K. SHAUUS, ESQ. ~ S~H HANOVER STREET CARLISLE, PA 17013 PHONEO'"! 7) 2436655 FAX (717) 243-6618 June 17, 2003 Invoice~submitted to: Estate of Helen M. Leopardi Daniel R. Leopardi, Executor 1479 Lutztown Road Boiling Springs, P~ 17007 Invoice %2003-0123 Hrs/Rate Amount 3/11/03 Arrange Advertising .5 hr/S100 hr 50.00 3/11/03 Reimbursement for Sentinel Advertising N/A 88.43 (See Attached) 3/11/03 Reimbursement for CC Law Journal N/A 75.00 (See Attached) 3/25/03 Preparation of Income Tax Returns N/A 125.00 4/29/03 Preparation of Certifications and Notices to Beneficiaries/Filing With Register/ Mailing 1.5 hr/S100 hr 150.00 05/0603 Reimbursement for short certificates N/A 18.00 6/10/03 Waypoint and M+T Letters DOD Val. for Bank Accts .6 hr/S100 hr 60.00 Balance 06/17/03 566.43 THE LAW OFFICES OF KATHLEEN K. SHAULIS, ESQ. 44 SOUTH HANOVER STREET CARLISLE, PA 17013 PHONE (717) 243~655 FAX (717) 24~6618 November 3, 2003 Invoice submitted to: Estate of Helen M. Leopardi Daniel R. Leopardi, Executor 1479 Lutztown Road Boiling Springs, PA 17007 Invoice %2003-0401 Hrs/Rate Amount 11/3/03 Preparation of Inheritance Tax Return and complete Estate N/A 550.00 11/3/03 Payment (550.00) Balance 11/3/03 0.00 ' ' Sales Receipt Descffiption Qty Price Price CHICAGO IL 60602 $0.83 ~n~ur~d $4.20 Label Serial ~: VD362541450US EP ~Ox~3 Env t $0.49 $0.49 Please cai] t-8OO-ASK-USPS (~-800-275-8777) for USPS information or order stamps by phone, call B~ 1 I~: ~000300622577 Clerk: 05 " RETAIN THIS PORTION FOR YOUR RECORDS i ~-LEGAL LAW OFFICES SHAULIS, KATHLEEN K. P.O. BOX ',130~ CAI~LIST.W., PA 17013. AD NUMBER I CLASS ....... . PUB - '-' 'C NOTI ..S ''o31SA'ES "SO ' ..,, NG CATE04/16/03 ,',NES24 I 240687 10 AD DESCRIPTION START DATE STOP DATE EXE.CUTOR~NOTIrCE LETTERS TESTAMENTAR 03/27/03 04/10/03 PUBLICATION ~ ' ' "~,' , · - '. ~ , ' INSERTIONS RATE , NET AMOUNT GROSS AMOUNT 3 ~ ~NTIN~.~',~:2~:"LE ~_.,''' ' "' ' ';' '/ ' ' 3 :, LGL ':.': i 82.08 · : TOT~.L:-~:'~GE '..--:.. :'?-' :;;; :'~ :-'" ";: ;: '" ::: -'~:' 82.08 " ' '-' .t.".: '/',L'~- 'Z t':'7--'; " ' "~ ...... 3'~ .2,002~.PROOF ~ OF'PUBLICATION ..... ...,.... -~ .,.. 01PRF -: . 6.35 DAYS RUN Pu.~.ASE ORDER PAY THIS AMOUNT 88.43 106.12' H~]enMLeooardi · AFTER 05/16/03 MESSAGE: Thank you for advertising with The Sentinel. Deadlines for in-column legal advertisements: Monday is Friday at 11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon; Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday is Thursday at 12 Noon. If~you :have:.~any,.que, stions regarding your Legal bill please call Lori S'Aylor""243:2611 ext. 201 .... ' Fax you, r~*le~als ito,~243-3754, attention Lo'ri Sayl°r "':' '~-' ' ' You can al's'6 ~:EM~IL y°u~~ legal to Classified ads:' ads@cumberiink.com. Pl~as~~ send a.-cover letter inc!.ud~ing ;your name and address .as .an attachment . ..-'~-'..! ... , .; ~:.£ ~ Received May-07-02 08:11am from CCITT G3 ~ Kathleen K. Shaulis page 1 TO: CUIVIBERLAND LAW JOURNAL 2 LIBERTY AVEN/YE C.~RLISLE, PA 17013 NOTICE of Administration ' late of the - Penna., decea.~/, have been granted to the und~signed. AU. persons knowing themselves to be indebted to said Estate will make pa3~aae~t immediately, and those having claims will present them for settle~aent to Adminis'trat Exeeuto-~' Attorney Advertising 4st is $'/5.00 paya§ie in ad~'anee, l~iake ehee~ payable to: Cumb~ Schedule I Attachments Phone ¢: (800) 387-0512 Federal Tax tO: 2~-2298422 INVOICE ~ATIENT NAME: H~=~'.J L~OP.A~;D PATIENT NUMBER: ~-~ N':,nr:-~':,~ SU P2 ,~n.~,,, CALL NUMBER: =--~ ........ NSURANCE: .... -~ r.~.~ '~ ~ ,=~:u~ DATE OF CALL: ~v,=L.'i=~..~.~.= B · ' zz,:,' :=.~ TIME OF CALL: CALLER: ~ ~lJ~,~ FROM: ,, '~ TO: CARLISLE =' .............. : ............. HELEN LEOPARDi 700 WALNUT~ ~ "~ ~T, .-id ,~. REASON(S) "?, BLEED CARLISLE, PA 17013 ~ FOR - TRANSPORT DESCRIPTION OF CHARGE QUANTITY UNIT PRICE AMOUNT rot_~l Charges 307.80 DESCRIPTION OF PAYMENT RECEIPT PAYMENT DATE AMOUNT ~,,'; e,:licare Part 8 Tot~t Credits 270.7'5 PLEASE PAY THIS AMOUNT ~ $36.25 ESTATE OF EST1ATE OF HELE M LEOPARDI : $ 1 02 DANIEL R LEOPARDI, BEC BOIUN6 SPRGS ~Ing Slxings ~ ~ . % ~ ;'~, /~1 ,'-., Schedule H Attachments STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED Charges are only for dlose items thai you selec ed or ha are required. [f we are required by law or by a cemetel~' or cremator~ to use any ilem$, we will explain the reason in .fiT~tillg b~low. If you selected a funeral Ihat ma)' require embalming, such a.s a [aneral with 'dewing, you may have to pay for embMming. You do not have Io pay for embalm- ing · ,'OH did not approve i[,,r~ll selected arr-.mRemenks such as direct cremation or immediaie burial. If we charged for embalming we will explain why below. Name Address Cit~ Slale A. CIIARGE FOR SERVICES SELECTED: Other clothing IPROFESSIONAl. SERVICES $.__ I~mbalming $__ Cremalum urn SUB-TOTAL OF PROFESSIONAL SERVICESAl $ / TOTAL MERCHANDISE SELECTED B $ 2 IA(LLITIES AN[) SERVICES {'sc iff facilities and services for C. SPECIAL CHARGES: $ SUB-TOTAL OF SPECIAL CHARGES C$ D. CASH ADVANCED $__ Opening (;rave $ ~C( ~ SUB-TOTAL OE FACILITIES/EQUIPMENT A2 $ / Ccmctcr) Equipmem Lo! and Deed $_ Fiogcr car (}r floral disposition Ilox~ers -~ ~&-i~ $ c~ ~ (:ar for pallbearcr~ {"~ $'sx-J~Ni ~ {- Casket {{~ c:4. $ 2~1(~'' Equipmcnl. and Automotive II)escripJi,m)_ S _ k-~ ~. £,uipment $ ~?~ ~- I~.~ B Merchandise $ ~h'm,,ry h,ldcrs $__ If an, law. tc ...... 'r or {rt'mal:~es reqai .......... haYe required the p~h~s~ .... ~r'-- 1230 RALPH D LEOPARDI HELEN M LEOPARDI ' -'~. ,~' -'~0-295/313 450 D ST Date J'~'~"~ l{/ ,,-/¢, t ~' 4344 CARLISLE, PA 17013 Orderof ~ X(~ .... ~k ' 7 . ~:Otito~qs5~: O0007a~q~[""i~tO / ,,'00000~700,' / RECEIPT FOR PAYMENT Cumberland_County - Register Of Wills Receipt Date 5/06/2003 Hanover and Hiqh Street Receipt Time 12:21:02 Carlisle, PA ~7013 Receipt No. 1032739 LEOPARDI HELEN M File Number 2003-00195 Remarks KATHLEEN SHAULIS JA ........................ Distribution Of Receipt ........................ Transaction Description Payment Amount Payee Name SHORT CERTIFICATE 9.00 CUMBERLAND COUNTY GENERAL FUN Check# 141 ~9.00 Total Received ......... 9 00 Schedule J Attachments Last and Testament of Helen/ . Leopardi I, HELEN M. I~OP~I, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. ARTICLE I BENEFICIARIES The name of my spouse is RALPH D. LEOPARDI. The name of my son is DANIEL R. LEOPARDI. The name of my grandson is DANIEL J. LEOPARDI. Ail references in this Will to children" or '~child of mine" are references to my son DANIEL R. LEOPARDI. Ail references in this Will to ~'my grandchildren" or ~grandchildren of mine" are references to my grandson DANIEL J. LEOPARDI and his issue. ARTICLE TWO PAYMENT OF DEBTS AND EXPENSES BURIAL I direct the payment of the debts and expenses of my last illness from my estate as soon after my death as conveniently may be done. Prepaid arrangements for my burial have been made with Gibson-Hollinger Funeral Home, 501N. Baltimore Avenue, Mt. Holly Springs, Pennsylvania. ARTICLE THREE DISPOSITION OF PROPERTY I give, devise and bequeath all my property, real, personal and mixed, of what nature or kind so ever, and wheresoever the same shall be at the time of my death, to my beloved husband RALPH D. LEOPARDI, provided he survives me by thirty (30) days not counting the day of my decease. In the event that my beloved husband RALPH predeceases me or fails to survive me by the aforesaid period, I give, devise and bequeath all my property, real, personal and mixed, of what nature or kind so ever, and wheresoever the same shall be at the time of my death, to my son DANIEL R. LEOPARDI, provided he survives me by thirty (30) days not counting the day of my decease. In the event that my son DANIEL R. LEOPARDI predeceases me or fails to survive me by the aforesaid period, I give, devise and bequeath all my property, real, personal and mixed, of what nature or kind so ever, and wheresoever the same shall be at the time of my death, to my grandson DANIEL J. LEOPARDI. In the event that my grandson DANIEL J. LEOPARDI predeceases me or fails to survive me by the aforesaid period, I give, devise and bequeath all my property, real, personal and mixed, of what nature or kind so ever, and wheresoever the same shall be at the time of my death, to his issue per stirpes. In the event that his all of his issue predecease me or fail to survive me by the aforesaid period, I give, devise and bequeath all my property, real, personal and mixed, of what nature or kind so ever, and wheresoever the same shall be at the time of my death, to my heirs at law had I died intestate, unmarried and without issue. - ARTICLE FOUR TAXES I direct that any and all inheritance, estate and transfer taxes imposed upon property making up my estate passing under my Will or otherwise, shall be paid out of the principal of my residuary estate prior to its distribution tomy heirs. ARTICLE FIVE EXECUTOR'S POWERS In addition to the powers and authority conferred by law or necessary and appropriate for proper administration, I authorize my Executor in his or her absolute discretion: 1. To retain in the form received, and to sell either at public or private sale any real or personal property; 2. To lease, mortgage or otherwise encumber any real or personal property that may be included in my estate, without order of court or notice to any beneficiary; 3. To invest and reinvest in all forms of property; 4. To exercise any options or rights arising from ownership of investments; and 5. To compromise claims without court approval and without the consent of any beneficiary. ARTICLE SIX NOMINATION OF EXECUTOR I hereby nominate, constitute and appoint myhusband, RALPH D. LEOPARDI to serve as Executor, if living and able to serve as same. If my husband is deceased or is otherwise unable to serve as Executor, I hereby nominate, constitute and appoint my son, DANIEL R. LEOPARDI to serve as Executor, if living and able to serve as same. If my son is deceased or is otherwise unable to serve as Executor, I nominate, constitute and appoint my grandson DANIEL J. LEOPARDI to serve as my Executor of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called to act insofar as I am able to do so by law. ARTICLE SEVEN MISCELLANEOUS PROVISIONS A. Paragraph Titles and Gender. The titles given to the paragraphs of this Will are inserted for reference purposes only and are not to be considered as forming a part of this Will in interpreting its provisions. Ail words used in this Will in any gender shall extend to and include all genders, and any singular words shall include the plural expression, and vice versa, specifically including "child" or ~children," when the context or facts so require, and any pronouns shall be taken to refer to the person or persons intended regardless of gender or number. B. Thirty Day Survival Requirement. For the purpose of ~termining the appropriate distributions under this Will, no person shall be deemed to survive me unless such person is also surviving on the thirtieth day after the date of my death. C. Liability of Fiduciary. No fiduciary who is a natural person shall, in the absence of fraudulent conduct or bad faith, be liable individually to any beneficiary of my estate, and my estate shall indemnify such natural person from all claims or expenses in connection with or arising out of that fiduciary's good faith actions or non-actions as the fiduciary, except for such actions or non-actions which constitute fraudulent conduct or bad faith. IN WITNESS WHEREOF, I have subscribed my name below, this ~$'~day of A~ril, 2001. Testatrix Signature HELEN M.~ LEOPARDI We, the undersigned, hereby certify that the above instrument, which consists of four (4) pages, including the page which contain the witness signatures, was signed in our sight and presence by HELEN M. LEOPARDI, the Testatrix, who declared this instrument to be her Last Will and Testament and we, at the Testatrix's request and in the Testatrix's sight and presence, and in the sight and presence of each other, do hereby subscribe our names as witnesses on the date shown above. Witness Signature i~.~¢ /,? ~~% _ Name City, State ' C~,~l,$/z) f,4 ;'Tc ~ ~ . Witness Signature City, State ',~ ~FIDAVI T CO~94ONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : I, HELEN M. LEOPARDI, the Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly and as my free and voluntary act for the purposes expressed in the instrument. Signature HELEN M. LEOPARDI Subscribed, sworn to and acknowledged before me by HELEN M. Testatrix, 3 , ~o~ary Public NOTARIAL SEAL KATHLEEN K. SHAULIS, Notary Public Carlisle Boro, Cumberland County My Commission Expires Dec. 22, 2003 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : e names are signed Vto the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix HELEN M. LEOPARDI signed and executed the instrument as her Last Will and Testament and that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of her witnesses, in the presence and the hearing of the Testatrix signed the Last Will and Testament as witnesses and that to the best of their knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constrain~ or undue influence. / sworn to and acknowledged be ,ore me by ~f~f%£F,I ; 2ool. / Notary Public STATE OF PENNSYLVANIA SHORT CERTIFICATE COUNTY OF CUMBERLAND I, DONNA M. OTTO Register for the Probate of Wills and Granting Letters of Administration &c. in and for said County of CUMBERLAND do hereby certify that on the 5th day of March A.D., Two Thousand and Three, Letters TESTAMENTARY in common form were granted by the Register of said County, on the estate of LEOPARDI HELEN M , late of CARLISLE BOROUGH in said county, deceased, to LEOPARDI DANIEL R and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 5th day of March A.D., Two Thousand and Three. File No. 2003-00195 PA File No. 21-03-0195 Date of Death 2/11/2003 ~~/~ ~ /~2~ .~~J Register NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL WARNING: It is illegal to duplicate this copy by photostat or photograph. 5 ~.3 ~e~ z, e7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,. ~n M. L~opard~ , F~ma~ , 200 -- 12 _2849 ~.~. II,20~} ~'. m t I ~ I~. I~. I~. [ ~. ~ ~ ,s~ Cumb r nd ' ~ ~.~.~. Crvstagmanufact. I,, -- I,,. 9 '~'a [ "'~'" I,,wid°~d 700 Wa~nu~ Bottom Rd. ,c~,~ ,,.s .... ~ .... ~.~. Car~Zst~, PA 17013 ~ .... ~. ~" ,~.c~, Cumberland ~,o ~.~ ~, O,,,. 2/14/2003 ,,.Greenwood M~morZa~ Park ,,, Lower Buffet2 PA 15068 / , I 7t ESTATE OFiESTATE M LEOpARDI ~ 06 DANIEL R LEOPARDI, EXEC COMMONWEALTH OF PENNSYLVANIAREV-1I(~ZI-X(11-~(J) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG. PA 171 ;Z8-0601 PENNSYLVANtA ;EIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD OO25O7 SHAULIS KATHLEEN K ESQUIRE 44 SOUTH HANOVER STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER °- fold 1 01 $3,000.00 STATE INFORMATION: SSN: 200-12-2849 ILE NUMBER: 2103-01 95 IECEDENT NAME: LEOPARDI HELEN M ,ATE OF PAYMENT: 04/29/2003 OSTMARK DATE: 00/00/0000 :OUNTY: CUMBERLAND ~ATE OF DEATH: 02/1 1/2003 TOTAL AMOUNT PAID: $3,000.00 [EMARKS: DANIEL R LEOPARDI C/O KATHLEEN K SHAULIS ESQUIRE CHECK# OO97 INITIALS: SK SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS DEPARTMENT OF REVENUE COMMONNEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE T~ DIVISION DEPT. 280601 ~RRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 12-22-2005 ESTATE OF LEOPARDI HELEN M DATE OF DEATH 02-11-2005 FILE NUMBER 21 05-0195 'i COUNTY CUMBERLAND KATHLEEN K SHAULIS ESQ ACM 101 44 S HANOVER ST Amount Remitted CARLISLE PA 17015 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1547 EX AFP (01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LEOPARDI HELEN H FILE NO. 21 05-0195 ACN 101 DATE 12-22-2005 TAX RETURN WAS: { X} ACCEPTED AS FILED { } CHANGED 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) ~i~95.11 credit to your account, $. Closely Held Stock/Partnership Interest (Schedule C) ($) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) o00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 26/814.76 tax payment. &. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets C8) 92,507.87 APPROVED DEDUCTIONS AND EXEMPTIONS: 9,782.05 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) (10) 56.25 11. Total Deductions (11] 12. Net Value of Tax Return (12) 82,689.57 15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00 14. Net Value of Estate Sub3ect to Tax (14} 82,689.57 NOTE: If an assessment was issued ppeviously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill 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 O0 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 82,689.57 x 045 = 5,721.05 17. Amount of Line 14 at Sibling rate Ci7} .00 x 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00 19. Principal Tax Due clg~= 5,721.05 TAX CREDITS PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-~ 04-29-2005 CD002507 157.89 5,000.00 11-04-2005 CD005197 .00 571.05 TOTAL TAX CREDIT I 5,728.92 BALANCE OF TAX DUEl 7.89CR INTEREST AND PEN. I .00 TOTAL DUE I 7.89CR IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITTONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE STDE OF THIS FORH FOR INSTRUCTIONS.~ RESERVATION= Estates of decedents dying on or before December 12, 1982 -- if ar~ future interest in the estate is transferred in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the 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 lawful Class B (co/lateral) rate on any such future interest. PURPOSE OF NOTICE= To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S. Section 9140). PAYNENT= Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Hake check or money order payable to= REGZS~'I~ OF #ZLLS) AGENT REFUND (CR)= 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 Wills, any of the 2S Revenue D/strict Offices, or by calling the special 24-hour answering service for forms ordering= 1-800-562-2050; services for taxpayers with special hearing and / or speaking needs= 1-800-~47-$020 (TT only). OBJECTIONS= Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by= --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADNIN- ISTRATIVE CORRECTIONS= Factual errors discovered on this assessment should be addressed in writing to= PA Department of Revenue, Bureau of Individual Taxes, ATTN= Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet 'Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT= If any tax due is paid within three ($) calendar months after the decedent°s death, a five percent (5~) discount of the tax paid is allo~ed. PENALTY= The 15~ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before Januar~ 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same t/me period as you would appeal the tax and interest that has been assessed as indicated on this not/ce. INTEREST= Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (SX) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after Januar~ 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 2003 are= Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor I982 20~ .0005~8 1987 9~ .000247 1999 7~ .000192 1983 16~ .000438 1988-1991 11~ .000501 2000 8~ .000219 1984 1]~ .00030! 1992 9~ .000247 2001 9~ .000247 1985 13~ .000356 1993-199~ 7~ .000192 2002 6~ .00016~ 1986 10~ .00027~ 1995-1998 9~ .0002~7 2003 5~ .000137 --Interest is calculated as follows= XNTEREST = BALANCE OF TAX UNPAID X NURBER OF DAYS DELXNQUE, NT X DAXLY XNTEREST 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 is made after the interest computation date shown on the Notice, additional interest must be calculated. COHHON#EALTH OF PENNSYLVANIA ~ BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DZYZSZON DEPT. 260601 INHERITANCE TAX HARRZSBURGj PA 171ZD-0601 STATEMENT OF ACCOUNT REV-I~07 EX AFP (91-05) -~: ~.~ O[ DATE og-oz-gooq ~.~ ESTATE OF LEOPARD! HELEN M DATE OF DEATH 02-11-2005 FILE NUMDER Z1 05-0195 KATHLEEN K SHAULZS ESQ '0~ FEB 27 P1:01 COUNTY CUMBERLAND ACM 101 qq S HANOVER ST CARLISLE PA 17~i~ : ~O~[~ I Amoun~ Remi~ed ~tfmC~'~ Co., PA I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF ~ILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his form wi~h your ~ax payment. CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ~ INHERITANCE TAX STATEMENT OF ACCOUNT aa~ ESTATE OF LEOPARDT HELEN M F/LE NO. 21 05-0195 ACM 101 DATE 02-02-200q TH/S STATEMENT TS PROV/DED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACM TN THE NAMED ESTATE. SHO#N BELO# TS A SUMMARY OF THE PR/NC/PAL TAX DUE~ APPLTCATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, TF APPL/CABLE, A PROdECTED TNTEREST F/gURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-22-2005 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... $,721.0~ PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 0q-29-2005 CD002507 157.89 11-0q-2005 CD005197 .00 571.05 01-20-200q REFUND .00 7.89- TOTAL TAX CREDIT 3,7Z1.05 · ALANCE OF TAX DUE .00 TNTEREST AND PEN. .00 TF pAID AFTER THTS DATE, SEE REVERSE TOTAL DUE .00 STDE FOR CALCULATION OF ADDTTTONAL INTEREST. TF TOTAL DUE TS LESS THAN $1~ NO PAYMENT TS REgUZRED. TF TOTAL DUE TS REFLECTED AS A "CREDIT" YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR TNSTRUCTZONS. PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT wake check or money order payable to: RESZSTER OF #ILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANZA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISiS). Applications are available at the Office of the Register of Nills, any of the Z$ Revenue District Offices or from the Department's Z4-hour answering service for fores ordering: 1-BOO-56Z-ZOSO; services for taxpayers ~ith special hearing and / or speaking needs: 1-BOO-4qT-3OZO iTT only). REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revie~ Unit, Dept. Z80601, Harrisburg, PA 171ZB-0601, phone [717) 787-6S05. DISCOUNT: If any tax due is paid ~ithin three (3) calendar months after the decedent's death, a five percent [SZ) discount of the tax paid is a11o~ed. PENALTY: Tho 15Z tax amnesty non-participation penalty is computed an the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning ~ith first day of delinquency, or nine [9) months and one [1) day from the date of death, to the date of payment. Taxes ~hich be[awe delinquent before January l, 198Z bear interest et the rate of six (SI) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January l, 19az will bear interest at a rate which will vary from calendar year to calendar year ~ith that rate announced by the PA Department of Revenue. The applicable interest rates for leRz through ZOO3 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z 2OZ .000548 1987 9Z .000Z47 1999 7Z . O0019Z lea3 167. .000~38 1988-199i llZ .000:501 ZOO0 BZ .000219 1964 llZ .000501 1992 9Z .000Z47 ZOO1 9Z .000247 1985 Z3Z .000356 1993-1994 7Z .000192 2002 6Z .000164 1986 IOZ .000274 1995-1998 9Z .000Z47 2003 5Z .000137 --Interest is calculated as follo~s: XNTEREST= BALANCE OF TAX UNPATD X NUNBER OF DAYS DELTNQUENT X DA/LY XNTBREST FACTOR --Any Notice issued after the tax becomes delinquent ~i11 reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is wade after the interest computation date sho~n on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 NameofDecedent: 'IL~./~....~, Leo?a,,-d, Date of Death:__ 2/1 [! '2_.~20~ Will No.: ~ 0 O3 - O O l-ff~- Admin. No.: Pursuit to Rule 6.12 of the Supreme Coua O~hans' Coua Rules, I repo~ ~e followEg M~ respect to completion of the a~stration of the above-captioned estate: 1. State whe~er a~is~ation of the estate is complete: Yes~ No~ 2. If ~e ~swer is No, state when the personal representative reasonably beheves that the a~s~ation will be complete: 3. If the answer to No. 1 is Yes, state the follow,g: a. Did the personal representative file a final accost with ~e Co~? Y sX D b. The sep~ate O~h~s' Co~ No. (if ay) for the personal representative's accost is: c. Did the personal representative state an account informally to the parties in interest? Yes ~1 No ['-1 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. , . Date: ~/6] /0ff _ S~/i ~ I--,~ ~? co Name ~' :':~ Address ,:':' Telephone No. Capacity: ~-] Personal '-'~ Rep,,,sen .... v~ [~ Counsel for personal representative ESTATE OF HELEN M. LEOPARDI, DECEASED NO. 00195 of 2003 INVENTORY AND FIRST AND FINAL ACCOUNT ASSETS Cash, Bank deposits and miscellaneous Property 26,814.76 Stocks and Bonds 65693.11 Total Assets 92,507.87 DISBURSEMENTS Funeral Expenses/Administration 9782.05 Debts of Decedent 36.25 Inheritance tax 3721.03 TOTAL DISBURSEMENTS 13,5 3 9.3 3 NET ASSETS 7 8 , 9 6 8 7.5 4 EXPECTED DISTRIBUTION 7 8 , 9 6 8 7 . 5 4 EXPECTED DISTRIBUTION PER BENEFICIARY 7 8 , 9 6 8 7.5 4