HomeMy WebLinkAbout03-0713PETITION FOR PROBATE and GRANT OF LETTERS
Estate of' /bf/g~ /~/ ~ ~ /5-C //~7 No.
also known as To:
Deceased.
Social Security No. Z 0 '7- o q - I 2 '~ ~
Register of Wills for the
County of C o'~,'/8£~ ~/~,' D
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executod~
in the last will of the above decedent, dated / ?' - '7
and codicil(s) dated
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in (' O~4/flb--/q/-,6t ZP/) County, Pennsylvania, with
h [5 last family or principal residence at _5-0' / 7-6'/t',/q-t~ ¢ ~ D,4J/~'~'
(list street, number and muncipality)
Decenden%~hen ~-3/y. ea.._rsofage,~die~d 09 - ,q - , 1~ Ca ~ ,
at //'d~./ lC,, /./~.3/~' i~ z-
Except as follows, decedent did not marry, was 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 $
(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 ~,~,~f the last will and codicil(s)
presented herewith and the grant of letters 7'-Z--ZTC/7'/b'f~-///Z- ZSz .~"
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
/
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA q>- ss
COUNTY OF Cumberland
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~tfuly administer the~ estate according to law.
Sworn to or affirmed and subscribed ,~ ~v~/// /~4~f~ ~
before me this 27th day of [ ~/ ~'
IkSffna M. Ot'tb; l§t Deputy Regt~ter ~.f~ta,~) ~
/
$0. 21-2003-713
Estate Of mm~o MXSZCA , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW Auqust 29'ch 1~ 200~ 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 December 7th, 1983
described therein be admitted to probate and filed of record as the last will of
Mario Misica ;
and Letters Testem]entary_
are hereby granted to Henry Miscia
FEES
Probate, Letters, Etc .......... $ 115.00
Short Certificates(2 ) .......... $ 6.00
~n .x~Pagos. (2.).. $. 6.00
JCP $. 10.00
TOTAL __ $ 137.00
Filed August.29.th,.20~3 ..............
Mailed Letters to Executor on
8/29/2003.
Donna M. Otto, 1st Deputy
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
his is to certifi/that the iriformation here given is correctly copied from an original certificate of death duly filed with me as
I,ocal 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.
Fee for this certificate, $2.00
P 9571767
No.
[)ate
Hr05 t43
PEJPRINT
RNANENT
Rev 2/87 COMMONWEALTH OF PENNSYLVANIA ° DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
s. R~ ' I I I I I~ua 15, 1913
~. Cumberland I~. E. Pennsboro Twp.
.~ Self Employ~ t"~- ' h~- I'" '12 [ '' J,,. Never Married I,s.
501
Terrace
Dr.
,~. New Cumberland PA 17070 i~.) 17b.
~,. Ralph M. Mi~ia ~. Clementina Bellini
zh. Hen~ Mi~ia =~. 300 Fishburn St. Harrisburg, PA 17109
=~.. ~-(~) .D ~. Au~ 13, 2003 ~ z~.. Resurrection Cemete~ ~. Harrisburg, PA 17112
SIG~TURE OF FUNE~ SERVICEI~ LI~NSEILI NSEE OR PERSON ACTING ~ SUCH ~ LICENSE NUMBER ~ N~E ~O ADDRESS OF FACILI~
=z~ '~ ~. ~ 12~. 13845-L ~2zc. Gi~ L. Dai~ Fu~ H~. I~. 6~ S. 2~ St. H~., PA 17103
~ ~ M ~ea~. ~ 2~. ~ 23b. ~ 23c.
OF O~TH? ~t ~ P~d~ In~s~a~ D 3Ob, M
D
·
CERTIFIER (Check only
· 31b.SIGNATURE~~'/~AN TITLE RTl IER ~--'~)
LICENS.E,~IU~ISER ~ DATE SIGNED (~4on~ Day. Year)
i~ ~. ~- ~_ --
DATE FILED (M~ih, Cay, Year)
,,. 7'1/-oJ
21-2003-713
LAST WILL AND TESTAMENT
OF
MARIO MISCIA
?/3
I, MARIO MISCIA, of the Borough of New Cumberland, County of
Cumberland and Commonwealth of Pennsylvania, do make, publish and
declare this as and for my Last Will and Testament, hereby
expressly revoking all wills and codicils made by me heretofore,
and dispose of my estate as follows:
ITEM 1: I direct the payment of my just debts and
funeral expenses, including a suitable and proper grave marker,
as soon as conveniently can be done following my decease.
ITEM 2: I direct that all State and Federal Transfer
Inheritance Tax, Estate Tax, Succession Tax or any other tax,
including any interest, assessments or penalties thereon, that
may become due and payable by virtue of my death, or by virtue of
the passing of any property either under my Last Will and
Testament, or in any other manner, shall be paid by my estate,
just as if such taxes were my debts, and no beneficiary shall be
required to pay or refund any part thereof.
ITEM 3: Ail of the rest, residue and remainder of my
estate of whatsoever nature and wheresoever situate, I give,
devise and bequeath unto my brother, HENRY MISCIA, if he survives
me by thirty (30) days.
ITEM 4: Should my brother, HENRY MISCIA, fail to
survive me, I give, devise and bequeath all of the rest, residue
and remainder of my estate unto my sister-in-law, DORIS MISCIA.
ITEM 5: Should my brother, HENRY MISCIA, and my
sister-in-law, DORIS MISCIA, both fail to survive me, I give,
devise and bequeath all of the rest, residue and remainder of my
estate unto ROBERT J. HOWER of New Cumberland, Pennsylvania.
ITEM 6: I nominate, constitute and appoint my
brother, HENRY MISCIA, to be the sole Executor of this, my Last
Will and Testament. Should my brother, HENRY MISCIA, be unable
or unwilling to so act or to continue serving, then I nominate,
constitute and appoint my sister-in-law, DORIS MISCIA, to be the
sole Executrix of this, my Last Will and Testament.
ITEM 7: I direct that no fiduciary appointed in my
Will shall be required to give or enter into any bond or security
in any jurisdiction, regardless of the State of their residency.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will and Testament consisting of two (2) typewritten
pages, this ~7 ~ day of ~.~..~.~. , 1983.
MARIO MISCIA
(Seal)
residing at . .~-~~3~, ~
residing at ,-~~.~(~. ~
JRL009/C
COMMONWEALTH OF PENNSYLVANIA :
: SS.:
COUNTY OF DAUPHIN :
f We,~the Testator, MARIO MISCIA, and~~3~
and
~J~'~.'~.~z~ , the witnesses, respectively, whose nam~s are
sig~ed to the foregoing 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 purposes 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/her
knowledge the Testator was at that time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
Testator
Wi'~ ness ~. ~~-
Subscribed, sworn to and acknowledged before me by the Testator,
MARIO M~.S~A, and subscribed and sworn to before me by
~Ct~< ~C~.~/ and ~/~L~ /-~,. ~.~ , witnesses, this /~'~
day of "~>(d~/~]o~k. ", ~983.
Notary Public
(SEAL)
My Commission Expires:
ttill
OF
MARLO MISCIA
LAW OFFICES
GOLDBERG, EVANS ~C I~ATZI~L~N, R C.
HARRISBURG, PENNSYLVANIA 17108
CERTIFICATE OF NOTICE UNDER RULE
NAME OF DECEDENT: MARLO MISCIA
DATE OF DEATH: August 9, 2003
WILL NO.: __ ADMIN NO.' 2003-00713
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 August 9, 2003:
NAME ADDRESS
Henry and Doris Miscia 300 Fishburn Street, Harrisburg, PA 17111
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
except: NONE
DATE: 11/05/2003
NAME
ADDRESS
TELEPHONE
Personal Representative
CAPACITY:
SIGNATURE
CHARLES E. PETRIE
3528 Brisban Street
Harrisburg, PA 17111
(717) 561-1939
X Counsel for Personal Representative
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE
STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE 6.12 FORM YEARLY UNTIL
COMPLETION.
STATUS REPORT UNDER RULE 6.12
NAME OF DECEDENT: MARLO MISCIA
DATE OF DEATH:
August 9, 2003
WILL NO:
ESTATE NO: 2003-00713
Pursuant to Rule 6.12 of the Supreme Court Orphan's 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: (Not Applicable in Dauphin County)
c. Did the personal representative state an account informally to the
parties in interest? Yes __ No __
DATE:
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court and
may be attached to this report.
SIGNATURE
CHARLES E. PETRIE
NAME (PLEASE TYPE OR PRINT)
3528 Brisban Street
Harrisburg, PA 17111
ADDRESS
(717) 561-1939
TELEPHONE NO.
CAPACITY: _ Personal Representative X Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003207
PETRIE CHARLES E ESQUIRE
300 FISHBURN STREET
HARRISBURG, PA 17109
........ fold
ESTATE INFORMATION: SSN: 207-09-1256
FILE NUMBER: 2103-071 3
DECEDENT NAME: MISCIA MARLO
DATE OF PAYMENT: 1 1/06/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 08/09/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ,~1,791.21
TOTAL AMOUNT PAID:
$1,791.21
REMARKS: HENRYMISCIA
C/O CHARLES E PETRIE ESQUIRE
SEAL
CHECK# 4123
INITIALS: JA
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
R~v'-1500 EX + (t~-O0)
I,-
Z
uJ
Z
0
Q.
U.I
0
Z
Z
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
~ILE NUMBE~
wt$
COUNTY (;ODE YEAR NUMBER
SOCIAL SECURITY NUMBER
MISCIA MARLO _ _
DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
08/09/2003 08/15/1913 REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
r~l, Original Return
[~4. Limited Estate
r~6, Decedent Died Testate (Attach copy of Will)
---[9. Litigation Proceeds Received
~[2. Supplemental Return
-"-[ 4a. Future Interest Compromise (date ofdeath after 12-12-82)
--]7. De(~dent Maintained a Living Trust (Attach copy of Trust)
] 10. Spousal Poverty Credit (dateofdeath between 12-31-91 and 1-1-95)
E~3. Remainder Return (dateofdeath pdorto 12-13-82)
El5. Federal Estate Tax Return Required
0__ 8. Total Number of Safe Deposit Boxes
[~11. Election to tax under Sec. 9113(A) (Attach Sch O)
NAME
CHARLES E. PETRIE
FIRM NAME (If Applicable)
TELEPHONE NUMBER
(717) 561-1939
COMPLETE MAILING ADDRESS
3528 BRISBAN STREET
HARRISBURG
PA 17111
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
E~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
OFFICIAL USE ONLY
64,982.86 j.
(8)
9,796.00
(11)
(12)
(13)
(14)
64,982.86
9,796.00
55,186.86
55,186.86
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
X .0 (15)
X .0 (16)
55,186.86 X .12 (17)
X .15 (18)
(19)
6,622.42
6,622.42
Decede~t's Complete Address:
SI ~bbl ADDRESS
501 TERRACE DRIVE
CITY
NEW CUMBERLAND J STATE PA J ZIP 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
331.21
Interest/Penalty if applicable
D. Interest
E. Penalty
(1)
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E )
6,622.42
331.21
(3)
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)
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 6,291.21
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 6,291.21
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 properly transferred; ........................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ........................................ [] []
cI retain a reversionary interest; or ...................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ............................................................. [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................................................................................... [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNA~N~ RE~NG. RETURN DATE
ADDRESS 30¢'FISI:-tBURN STREET 11/5/03
HARRISBURG
SIGNATURE O~.,EP ..,~.R OT.~,~ THA~RESENTATIVE
PA 17109
DATE
ADDRESS
3528BRISBANSTREET
HARRISBURG
1 1/5/0 3
PA 17111
For dates of death on or after July I, 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 assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. {}9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
MISCIA MARIQ
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
2.
3.
4.
5.
6.
7.
FUNERAL EXPENSES:
GRAVE OPENING AT RESURRECTION CEMETERY
FOOD AFTER FUNERAL
DAILEY FUNERAL HOME
HEADSTONE & ENGRAVING
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) WAIVED
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
Attorney Fees CHARLES E. PETRIE
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
675.00
250.00
6,974.00
1,395.00
350.00
152.00
9,796.00
R~V'1513 EX + (1'9'"7) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
MISCIA MARLO
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER Do Not List Trustee(s) OF ESTATE
II.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
HENRY MISCIA
300 FISHBURN STREET
HARRISBURG, PA 17109
BROTHER
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE
100% OF ESTATE
, ON REV 1500 COVER SHEET
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 $
(If more space is needed, insert additional sheets of the same size)
REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of MISCIA MARLO No. 2003 00713
also known as Date of Death 08/09/2003
, Deceased Social Security No. 207091256
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. INVe
verify that the statements made in this inventory are true and correct. INVe understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: CHARLES E. PETRIE
~.D. No.: 29029
Address: 3528 BRISBAN STREET Dated 11/05/2003
HARRISBURG PA 17111
Personal Representative:
HENRY MISCIA
Telephone: (717) 561-1939
Description
CERTIFICATE OF DEPOSIT AT PNC BANK
CERTIFICATE OF DEPOSIT AT PNC BANK
CHACKING ACCOUNT AT PNC BANK
1986 PONTIAC
MISCELLANEOUS PERSONAL PROPERTY
Real Estate
(Attach Additional Sheets if necessary)
Total
Value
30,179.38
20,000.00
14,253.48
50.00
500.00
64,982.86
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INBIVlDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
004242
MISCIA HENRY
300 FISHBURN STREET
HARRISBURG, PA 17109-3807
........ fold
ESTATE INFORMATION: SSN: 207-09-1256
FILE NUMBER: 2103-071 3
DECEDENT NAME: MISCIA MARLO
DATE OF PAYMENT: 08/06/2004
POSTMARK DATE: 11/06/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 08/09/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $4,500.00
R~EMARKS:
CHECK# 7
SEAL
TOTAL AMOUNT PAID:
$4,500.00
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF iNDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
O04242
300 FISHBURN STREET
HARRISBURG, PA 17109-3807
........ fold
ESTATE INFORMATION: SSN: 207-09-1256
FILE NUMBER: 2103-071 3
DECEDENT NAME: MISCIA MARLO
DATE OF PAYMENT: 08/06/2004
POSTMARK DATE: 11/06/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 08/09/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $4,500.00
REMARKS:
TOTAL AMOUNT PAID:
$4,500.00
~SEAL
CHECK# 7
INITIALS: JA
RECEIVED BY'
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
BUREAU OF TNDTVTDUAL TAXES
ZNHERZTANCE TAX DZVTSTON
DEPT. 280601
HARRTSBURG, PA 17128-060!
CHARLES E PETRIE
5528 BRISBAN ST
HBG
PA 17111
COHMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
ZNHERZTANCE TAX
STATEHENT OF ACCOUNT
DATE 08-16-200~
ESTATE OF HISCIA
DATE OF DEATH 08-09-2005
FILE NUHDER 21 03-0715
COUNTY CUMBERLAND
ACN 101
Amoun~ Ree'i 'l:'l:ed
REV-160? EX AFP COl-OS)
MARIO
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGTSTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credLt: ~:o your account:, submit: ~:he upper por~cion of ~his fore wi~h your ~ax payment:.
CUT ALONG TH'rS LZNE ~ RETAIN LOgER PORTION FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03) ### 'rNHERZTANCE TAX STATEMENT OF ACCOUNT ~
ESTATE OF HISCIA HARIO FILE NO. 21 05-0713 ACN 101 DATE 08-16-200~
THIS STATEHENT ZS PROVTDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHOWN BELOW
ZSA SUHNARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE,
A PROJECTED TNTEREST FIGURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTMENT: 01-Z7-ZOOq
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS CTAX CREDITS):
6,622.~2
PAYMENT RECEIPT DISCOUNT C+)
DATE NUHBER INTEREST/PEN PAID (-) AHOUNT PAID
11-06-2005
11-06-2005
CDO05Z07
CD00~2~2
1,791.21
~,500.00
9~.27
256.8~
TOTAL TAX CREDIT
ZF PAID AFTER THZS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1,
NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
6,622.52
BALANCE OF TAX DUE .10
ZNTEREST AND PEN. .00
TOTAL DUE .10
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2806O1
HARRISBURG, PA 17128-0601
CHARLES E PETRIE
3528 BRISBAN ST
HARRISBURG PA 17111
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
10-04-2004
MlSClA
REV-t~47 EX (12-97) PC
MARLO
'04 [ICl' 15 F"2:47
DATE OF DEATH 08-09-2003
FILE NO. 21 03-O713
COUNTY Cumberland
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE c~ RETAIN LOWER PORTION FOR YOUR RECORDS ~:=
' -liliig:i 8;1¥- i=-~ -Ibii-.-iWl'C'tl ............. 'Ii i::i'fib-li -b-~ -Iii i..I-li iil-'f,i,-li b-li-'igii(- XI~-¢ k'Ai~-Iiiil~ 'i']-A'[ILi:i~,-lil~ i=' i~ ii ................................
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MlSClA MARLO FILE NO. 21 03-0713 ACN 101 DATE 10-04-2004
TAX R,' I URN WAS: ( [] ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
([])CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
0.00 NOTE: To insure proper
0.00 credit to your account,
0.00 , submit the upper portion
0.00 of this form with your
tax payment.
64,982.86
0.00
0.00
(8)
64,982.86
9,796.00
0.00
(11) 9,796.00
12.
13.
14.
NOTE:
that include the total of ALL returns assessed to date.
Net Value of Tax Return (12) 55,186.86
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00
Net Value of Estate Subject to Tax (14) 55,186.86
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 0.00 X .00 0.00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 0.00 X .045 0.00
17. Amount of Line 14 taxable at Sibling rate (17) 55,186.86 X .12 6,622.42
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 0.00 X .15 0.00
19. Principal Tax Due
TAX CREDITS: (19) 6,622.42
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-06-2003 C D003207 94.27 1,791.21
11-06-2003 C D004242 236.84 4,500.00
TOTAL TAX CREDIT 6,622.33
BALANCE OF TAX DUE 0.10
INTEREST 0.00
TOTAL DUE 0.00
* IF PAID AFTEI~ DATE INDICATED. SEE l[EV~l ~?~ ,,,~? ..............
FOR CALCULATION OF ADDITIONAL INTEREST.
DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS I~EFLECTED AS A CREDIT (CR) , YOU MAY SE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMINISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decadents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B
(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 (collateral) rate on any such future interest.
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S. Section 9140).
Detach the top portion of this Notica and submit with your payment to the Register of Wills pdnted on the reverse side. Make check or money order
payable to: REGISTER OF WILLS, AGENT.
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania
Inheritance and Estate Tax (REV-1313). Applications are available at the Office of the Register of Wills or any of the 23 Revenue Distdct Offices, or by
calling the special 24-hour answering service numbers for forms ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local
Harrisburg area (717) 787-8094, TDD# (717) 772-2252 (Headng impaired Only).
Any party in interest not satisfied with the appraisement, allowanca 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, PO Box 281021, Harrisburg, PA 17128-1021, OR
-election to have the matter determined at audit of the account of the personal representative OR
--appeal to the Orphans' Court. '
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post
Assessment Review Unit, PO Box 280601 Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 3 of the booklet "Instructions for Inheritance Tax
Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months alter the decedent's death a five percent (5%) discount of the tax paid is allowed.
The 15% tax amnesty non-participation penalty is computed on 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. This non-participation penalty is appealable in the same manner and in the same
time period as you would appeal the tax and interest that has been assessed as indicated on this notica.
Interest is charged beginning with first day of delinquency, or nine (g) 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 (6%) percent per annum calculated at a daily rate of .000164. All taxes
which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2001 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1988-1991 11% .000301 2001 9% .000247
1983 16% .000438 1992 9% .000247 2002 6% .000164
1984 11% .000301 1993-1994 7% .000192 2003 5% .000137
1985 13% .000356 1995-1998 9% .000247 2004 4% .000110
1986 10% .000274 1999 7% .000192
1987 9% .000247 2000 8% .000219
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment
is made after the interest computation date shown on the Notica, additional interest must be calculated.