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Home My WebLink About03-0350 P&TITI(6)/~..FOR PROBATE and GRANT OF LETTERS Lk~K1 I~' ~-. Estate qt' ~t~Itlt~O No. _ also known as 5~ ~0~0 To: County of Social Securi(v No. ~ ~2 -0 t - ~_~Deceased. Commonwealth of Pennsylvania The pelition of thc undcrsigned respectfully represents that: Your petitioner(s), xvho is/are 18 years of age or older an the execulo~ in thc last will ot the above decedent, dated ~t i~ and codicil(s) dated ~C 2Or in the named ,19ctO (stale relevan! circnmstances, e.g. renunciation, death of execntor, etc.) .Decendent was domiciled at death in CLtku{h~t.[e.~Fff , , , County, Penn~,,l,,ani= with h t_.'> last family or principal residence at (list street, number and muncipality) DecendenL, then,, ~ ~. yte~s of age, died ~d~t ~ ~ Q , ot9..2oo3 , Except as fdllows, decedent did not marry, was not divorced and did not have a child born or adopteri 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 presented herewith and the grant of letters theron. reques.¢s) th~e,~probate of the last will and codicil(s) (testamentary; ~dministration c.t.a.; administration d.b.n.c.t.a.} tative(s) of the above d;~cedent petiaoner(s) will well and_truly administer Sworn to or affirmed and subscribed before me khis__ .~ day of [ /./ /6~.~ ~j_~ ,~-t.,al.~_~. .r Register V OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH QF pENNSYLVANIA 3 COUNTY OF Cx.~_~~de._ j~ ss The petitioner(s) above-namect 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- the estate according to law. No. Estate Of ?:~'~(v,~-rc~a~ ~ D~t~u~.c~ , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~'~', [ ~.~.3~ ~ in consideration of the petition on - % · · efor the reverse side hereof, satisfactory proof having,been presented b IT IS DECREED that the instrument(s) dated ~ ~t,r~ i~ [~ described therein be admitted to probate and filed of record as the last will of and Letters -- ~__~T~wa~r~ are hereby granted FEES ort Obate, Letters, Etc .......... $~~ Certificates( ) .......... Renunci~tuon ................ $ d~ s TOTAL . ei~a .~)./..~,..~ ...... ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE CODICIL TO THE LAST WILL AND TESTAMRNT OF SALVATORE A. MAURO I, SALVATORE A. MAURO, of Hampden Township, Cumberland County, Pennsylvania, the within named Testator, do hereby make and publish this Codicil to my Last Will and Testament, dated June 14, 1990, hereby revoking and making void all previous Codicils heretofore made by me. I hereby modify the said Last Will and Testament as follows: ITEM I: The following paragraphs of said Testament shall be renumbered as follows: Item V. shall now be known as Item VI.; Item VI. shall now be known as Item VII.; Item VII. shall now be known as Item VIII.; Item VIII. shall now be known as Item IX.; Item IX. shall now be known as Item X.; and Item X. shall now be known as Item XI. Last Will and Page 1 of 4 CODICIL TO THE LAST WILL AND TESTAMENT OF SALVATORE A. MAURO ITEM II: The following paragraph is added to my said Last Will and Testament and shall be known as Item V.: I give and devise the first option to buy the real estate I own situate at 3466 Trindle Road, Camp Hill, Cumberland County, Pennsylvania, to my neighbor, CRAIG A. DIEHL, ESQUIRE, at fair market value for a residential dwelling. CRAIG A. DIEHL, ESQUIRE, shall have sixty (60) days upon notice of my death to exercise this option. In all other respects, I confirm and ratify my aforesaid Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set Codicil of my Last Will and Testament this December, 2002. my hand to this day of WITNESS: SALVATORE A. MAURO Page 2 of 4 CODICIL TO THE LAST WILL AND TESTAMENT OF SALVATORE A. MAURO ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. I, SALVATORE A. MAURO, the Testator 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 the Codicil to my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. SALVATORE A. MAURO Sworn or affirmed and acknowledged before me by SALVATORE A. MAURO, the Testator, this .day of December, 2002. RY PUBLIC NOTARIAL SEAL HELEN E. RASMUSSEN, Notary Public Camp Hill Borough, Cumberland Courtly My Commission Expires Aug. 2, 2003 Page 3 of 4 CODICIL TO THE LAST WILL AND TESTAMENT OF SALVATORE A. MAURO AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. the witnesses whose names are attached to the foregoing documents, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as the Codicil to his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Codicil as witnessed and that to the best of our knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscribed before me by day of December, 2002. NOTAR'~/~PUB I, I C ..... Page 4 of 4 NOTARIAL SEAL HELEN E. RASMUSSEN, Notary Public Camp Hill Borough, Cumberland County My Commission Expires Aug. 2, 2003 CODICIL TO THE LAST WILL AND TESTAMENT OF SALVATORE A. MAURO LAW OFFICES OF CRAIG A. DIEHL 3464 TRINDLE ROAD 119 W. HANOVER STREET CAMP HILL, PA 17011 SPRING GROVE, PA 17362 (717) 763-7613 (717) 225-1929 FAX (717) 763-8293 OF SALVATORE A. MAURO I, SALVATORE A. MAURO, of Hampden Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. IT~ I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practi- cable after my decease as a part of the expense of the administration of my estate. I~ II. I give and bequeath to my wife's niece, JANICE ELAINE BURKHOLDER, of 107 West Vine Street, Shiremanstc~;n, Pennsylvania, provided she survives my death by thirty (30) days, such of my household goods, automobiles, jewelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, as she may select. Such property not so selected by her shall be sold and the proceeds thereof shall be distributed as a part of the residue of my estate. In the event the said Janice Elaine Burkholder predeceases me or is deceased on the thirty-first day following my death, all such property shall be sold and pass as a part of the residue of my estate. I~ III. I give and bequeath to my hereinafter named trustee all of my United States savings bonds owned by me at the time of my death to be held IN TRUST to hold, manage, invest, and re-invest the property so received, and the accumulation of income 1 thereon, and to use and apply from time to time such portion of income and principal thereof as my trustee deems proper for the education of SA~3EL EUGENE BURKHOLDER, son of Janice Elaine Burkholder. Any principal or income not so applied shall be distributed to the said Samuel Eugene Burkholder when he attains the age of twenty-two (22) years or, if he dies prior thereto, to his estate. I~ IV. I give and bequeath the sum of One Thousand ($1,000.00) Dollars to the HUMANE SOCIETY OF THE HARRISBURG AREA, INC., 7790 Grayson Road, Harrisburg, Pennsylvania, or its corporate successor. IT~ V. I give, devise, and bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherever situate to be divided equally among the following persons: A. JANICE ELAINE BURKHOLDER, of Shiremanstown, Pennsylvania, provided she survives my death by thirty (30) days; and B. JOHN A. SHUGHART, JR., of 600 Courtland Street, Orlando, Florida, provided he survives my death by thirty (30) days; and C. My son, FREDERICK J. MAURO, of 36 South 24th Street, Harrisburg, Pennsylvania, provided he survives my death by thirty (30) days; and D. My son, AUGUST G. MAURO, of 120 Sunrise Boulevard, Elizabethtown, Pennsylvania, provided he survives my death by thirty (30) days. Should any of the persons entitled to a share under this Item V of this my last will predecease me or be deceased on the thirty-first day following my death, I give, devise, and bequeath their share under this Item V of this my last will to such of their issue, per stirpes, as survive my death by thirty (30) days and, in default of any such issue, to the other persons taking under this Item V of this my last will. I~I. I appoint JOHN A. SHUGHART, JR., of Orlando, Florida, trustee of the trust or trusts created by this my last will. In addition to the other powers and authorities granted to my trustee by Pennsylvania Law and by the preceding paragraph of this my last will, I hereby give my trustee the following special powers and authorities: A. To retain any or all of the assets of my estate, real or personal (including any stock or securities of any corporate fidu- ciaries), without any regard to any principle of diversification, risk, or productivity; B. To invest and r~invest in all forms of property without restriction to investments authorized for Pennsylvania Fiduciaries, as my trustee de~ms proper, without regard to any principle of diversification, risk or productivity; C. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my trustee deems proper and in the best interests of the beneficiary or beneficiaries of said trusts; D. To allocate receipts and expenses to principal or income or partly to each as my trustee from time to time deems proper in his sole discretion; 3 E. To con,promise any claim or controversy; F. To exercise any option, right, or privilege granted in insurance policies or in other investments; G. To accumulate the income from this trust during the term thereof but shall, from time to time, distribute from current or accumulated income such amounts as my trustee, in his sole discretion, de~ns advisable for the education of the trust beneficiary. IT]9{%~II. All of the interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or attachment. I appoint JOHN A. SHUGHART, JR., of Orlando, Florida, executor of this I~M~qII. my last will. I~ IX. In addition to the other powers and authorities granted to my personal Irepresentatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any principle of risk or 4 diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITeM X. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS ;~EOF, I have hereunto set my hand and seal this /~/ day ~ALVATORE A. MAURO The preceding instrument, consisting of this and five other typewritten pages, each identified by the signature of the testator was on the date thereof signed, published, and declared by SALVATORE A. MAURO, the testator therein n~=d, as and for his last will, in the presence of us, who at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. COMMONWEALTH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) The undersigned, being the testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does hereby acknowledge that I signed and executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. sworn or affirmed to and acknowledged before me by the tes~t~r named above this i r4~t', day of,~.li~.i.~.i!'xji., 1~.~. ! CO~O~TH OF P~SYLV~IA ) ( SS.: CO~ OF CU~E~ ) WE, G~ORGE A. VAUGHN, III, and MICHAEL L. BANGS, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his last will; that he signed it willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as witnesses; and that to the best of our knowledge, the testator was at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed to and acknowledged be~Qre me this (otary P~lic /' ' LAW OFFICE OF JOHN A. SHUGHART, JR. 500 North Maitland Avenue, Ste. 305A Maitland, FL 32751 Tel: (407) 647-8386 ~:~' Fax: (407) 647-8346 Cell: (407) 701-6319 July 14, 2003 '03 ,JUL 18 By U.S. Mail Register of Wills Cumberland County Court House Carlisle, PA 17013 Re: Estate of Salvatore Mauro; No. 2003-350 To Whom It May Concern: The undersigned is the Executor for the Estate of Salvatore A. Mauro, a/k/a Sam A. Mauro. George A. Vaughn, III is the Attorney for the Executor of the Estate and in this capacity has forwarded to me his letter to you and indicated that $46,000 is due in your office as estimated Pennsylvania inheritance tax for this Estate. Enclosed is a check in the amount of $46,000 payable to your office. This represents payment of the estimated Pennsylvania inheritance tax liability for this Estate. The Decedent, Salvatore A. Mauro a/k/a Sam A. Mauro, died April 16, 2003, so this payment is being made within the discount period. Please confirm the 5% discount by this timely and early payment. Kindly process this payment and forward your official receipt at your earliest convenience to: George A. Vaughn, II1., Attorney at Law, 3904 Trindle Road, Camp Hill, Pennsylvania 17011. We appreciate your assistance. JAS/sc Enclosures CC: Sincerely, ~Shughart, Jr. r George Vaughan, III, with enclosures, by Fax Transmittal Only Janice E. Burkholder 107 West Vine Street Shiremanstown, PA 17011 August G. Mauro 120 Sunrise Boulevard Elizabeth town, PA 17022 Frederick J. Mauro 139 South Oak Grove Street Harrisburg, PA 17112 La~ Office of John A. -Shu£hart, Jr. 500 N. Maitland Avenue, Suite 305A Mai tlan#, FL 32751 '03 JUL 18 "~,,._ ~ :t:6 £e~'is ter of ~il]s Ca:]is]e, PA 17013 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 002825 VAUGHAN GEORGE III ESQUIRE 3904 TRINDLE ROAD CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 172-01-8369 FILE NUMBER: 2103-0350 DECEDENT NAME: MAURO SALVATORE A DATE OF PAYMENT: 07/18/2003 POSTMARK DATE: 07/15/2003 COUNTY: CUMBERLAND DATE OF DEATH: 04/1 6/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $46,000.00 REMARKS: TOTAL AMOUNT PAID: JOHN A SHUGHART JR C/O GEORGE VAUGHAN III ESQUIRE $46,000.00 SEAL CHECK//122 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Date of Death: Admin. No. Salvatore A. Mauro April 16, 2003 2003-00350 To the Register of Wills: I certify that Notice of Estate Administration 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 as set forth on Schedule A attached hereto on October 14, 2003. Notice has now been given to all persons entitled thereto under Rule 5.6(a) except those persons identified on Schedule B attached hereto Date: GEOR,~E A. VALr~HN, III, Attorney at Law 3904 Trindle Road Camp Hill, PA 17011 (717) 975-9102 Counsel for Personal Representative SCHEDULE A Janice Elaine Burkholder 107 W. Vine Street Shiremanstown, PA 17011 John A. Shughart, Jr., Esquire 500 North Maitland Avenue, Suite 305A Maitland, FL 32751 Frederick J. Mauro 139 South Oak Grove Road Harrisburg, PA 17112 Augustus G. Mauro 120 Sunrise Boulevard Elizabethtown, PA 17022 Humane Society of the Harrisburg Area, Inc. 7790 Grayson Raod Harrisburg, PA 17111 Craig A. Diehl, Esquire 3464 Trindle Road Camp Hill, PA 17011 SCHEDULE B NONE Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/15/2005 SHUGHART JR JOHN A 955 STILL FOREST TERRACE SANFORD, FL 32771 RE: Estate of MAURO SALVATORE A File Number: 2003-00350 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent1s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/16/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~L~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge ~ 7 ' 1/':' /1 ('~~1.)~ it; ~V~ 'il;!.<<~ ~ 'f1...- -/ /.. '(I J /. ;' ~,1 c_/ v-,-' r (. Zr. ":.l..~::.-2..-- ...,?2.l-+-["LA-- y/1:..<-'s.1l~~-€~~__6_~.i / 'P 11 /7 C // .-J", ,.- .~m~t.... /;? <,.J<'<'-"-"<-4-L' /S-i...-rL il ~ !r-r.l'~ p .."c'!;CU'-<'-L/U'.J;-~,<-O i' I'J 17 C.", z. , J?ud/?7<t;u-~ 13,/ tf':klz/!'.rz.t-L.. ;f7L .y"/~A:.., ::<.x.ri~,,-,1... e.=s. ~y) tL i 7.. / 2- ~' J' r, ' ,elK__ 7/'1-.3L'3'/6C..:. L1iJv'--c ''I.. 2.c"':5 t 4, h" J ,', ~_ /,~.';:JLt<Jc<..p_v I' " j i '1 jJ-&_.l ~ .Jr~~Z: //.,' ''''', 1".4 Nc II .,..a.~-t.~,-",-__y~~~/ 11.. ',U1L. 1.4i).;Z;~ t', 7n~<<_',..c ,t;/'CTf,dLJ-~~' t',.. 77'7</./.,,<-.1 "Y:i:.i..(.! /..iO: d")c,;~ 5---- cc 36(j ~.:: cl..:Co..- /,0""<-____.t-.- . ,;hL,..r€.-~' /\.:t:~.:.-c . I ;1 /'::7d.,~i- tI..-4"'~ /-p>~.b. ~~ .Az?a-~'I?{-,-",4 fi-.<<'i:~:r':7 Fe.",,! ' /) (J_i!k:.J~'/'7'~<> -r/--?'7 cr..4.-;iCttf<~ ,dr.--:-~J:'r:...:.. .t-?Z" 'V<-J.-_"L..~ -j'; Lt.':'~, ~~t!.,tlP-,,":'1f-' .c~,....C d,-,,:-J 't",-72~ '7' v'-<... -:Jt;a:~ ;2f4...J:: .. . 4~.i{ ~ .~-;...., VI <d .t- \) 'V~~ [p .,L.>k.t...:;; ~4A-'- /' ;, ~/. C. <:: k..,-<d<>- ..g.t>."-.....~ dJz::....J........ i~! ~ .-:r . It'., ,,;J r /1, 1/ ~~' <-: :! VI.k.k'..J:-- u:o,~ 'f -H<<- t.!.4f'I,,,,,-,- C."-z-._L Cnu.. (!/~rl'-"-<<'..-L-L-_..IJ-4~..M,.A~ r2"'-<..l~ A /7"'/3 . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: SIlIi/A7",L.t!" I Q4___:_ _ rMAIL/Z..o Ak:A- <)A Iv1 A mFt"--fZ.O Date of Death: Aprz I J I to, 2-""cS Estate No.: .;;lbD3- o03r;O Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . Yes 0 No I11 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: A <11" <:7" 1"', 2-CX> S" 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 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases,joinders and approval offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report p!1te: '-f.{ ,<j I ~"b ~~.M...I...~ 'c' Siture T \ ~ JohAl Name A. 'Sj.,urh,..~': de.. .k'4r J07 Address /J)' VoJ e S"I'/Z.E Sf. ..:5nlle.e:fY> A/.J"TOw.v I P",N!l/sq!VII,<!111!r c?c 61^<:fl- 13..,.....;,,0"1'" '''-''' ; Qu:'.l .mitt< "'- 0 F'/l.e(/ tnnt.<.J2.o ..JAJ-l f~u!.k:/01del2- '7'''-31:) "1-1"".:3 Telephone No. Capacity: t1 Personal Representative ErCounsel for personal representative uR Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE BARBUSH & HOFFMAN 1104 FERNWOOD AVENUE SUl1E 204 CAMP HILL, PA 17011 InvoiceNo: Invoice Date: Estate of: Estate No: 335 4/29/2005 SALVATORE A MAURO 21-2003-0350 Bill To: vz 105.00 15.00 Total $105.00 $15.00 Qty 1 1 Fee Description Additional Probate Filing Fee Fee Total: $120.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHUGHART JR JOHN A 955 STILL FOREST TERRACE SANFORD, FL 32771 ____un fold ESTATE INFORMATION: SSN: 172-01-8369 FILE NUMBER: 2103-0350 DECEDENT NAME: MAURO SALVATORE A DA TE OF PAYMENT: 04/27/2005 POSTMARK DATE: 04/23/2005 COUNTY: CUMBERLAND DATE OF DEATH: 04/16/2003 NO. CD 005257 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $10,153.15 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: J A SHUGHART JR CHECK# 113 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $10,153.15 GLENDA FARNER STRASBAUGH REGISTER OF WILLS -. '" .... o g- C/:J 0- c: (J'l 0- r:>l :::I. -. -. REV-'5llO EX 16-00) ADDL+R..o BATE DLLE:: ~ l05. 00 j liJVOICe- ~ .335 j REV-1500 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 03 0350 ----- NUMBER COUNTY COOE YEAR I- Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) MAURO, SALVATORE, A. SOCIAL SECURITY NUMBER 172-01-8369 DATE OF DEATH (MM-DD-YEAR) 04/16/2003 DATE OF BIRTH (MM-DD-YEAR) 01/01/1914 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) W I- :.:::$00 oa:::.:: w<>'O J:oo oa::.J <>.01 <>. < o 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Allach copy of Will) o 9. Litigation Proceeds Received o 3. Remainder Return (dale ofdealh prior to 12.13-82) o 5. Federal Estate Tax Return Required 1 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Allach Sch 0) o 2. Supplemental Return o 4a. Future Interest Compromise (dale of death after 12.12-82) o 7. Decedent Maintained a living Trust (Altach copy ofTrust) o 10. Spousal Poverty Credit (dale or dealh between 12.31.91 and 1.1.95) ... Z W o Z o <>. 00 w a:: a:: o o THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS SAMUEL M. BARBUSH, CPA 1104 FERNWOOD AVENUE FIRM NAME (If Applicable) SUITE 204 BARBUSH & HOFFMAN, CPA'S CAMP HILL PA 17011 TELEPHONE NUMBER ' (717) 761-2801 z o ~ ..J ::> t:: a. <( u W 0:: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Joinijy Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total lines 1-7) 138,000.00 170,665.33 (1) (2) (3) (4) (5) -) ,-) !'-" .... 5,000.00 150,527.29 L.-.~,.i (6) r......,) (7) 148,366.93 612,559.55 (9) (10) (8) 13,838.84 28.00 (11) (12) (13) 13,866.84 598,692.71 1,000.00 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) 11. T alai Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 597,692.71 (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ ::> a. 2 o u >< ~ 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (a)(1.2) x .0 (15) (16) 13,448.09 (17) (18) 44.826.95 (19) 58,275.04 16. Amount of Line 14 taxable at lineal rate 298,846.35 x.O 45 17. Amount of Line 14 taxable at sibling rale x .12 18. Amount of Line 14 taxable at collateral rate 298,846.36 x .15 19. Tax Due 20.0 I . . > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < \Fh Decedent's Complete Address: STREET ADDRESS 3466 TRINDLE ROAD CITY CAMP HILL I STATEpA I ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 58,275.04 46,000.00 2,421.05 Total Credits ( A + B + C ) (2) 3. InteresVPenally if applicable D. Interest E. Penally 48,421.05 TotallnteresUPenalty ( D + E ) (3) 4. If Line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than line 2, enter the difference. This is the TAX DUE. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5) (SA) (5B) 9,853.99 299.16 10,153.15 A. Enter the interest on the tax due. 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;.......................................................................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or.......................................................................................................................... 0 ~ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 iii 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. ~ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare lhatl have examined this relum, including accompanying schedules and statements, and 10 the best of my knowledge and belief, tt is true, correct and complete. Declaration of preparer other than the personal representative is based on all infom1ation of which preparer has any knowledge. ::R::~E~ aPONSI'LE F rN~;'~ I cll1Q (lX/ __.._.____~_~J__:___~rr-YiJ:t:~_..__ s ~_q~_!LJ1- , ?l..~._____._.__u_______________.__ SIGNATURE OF PREPARER OTHER T~ DATE ____~J...~~~---__-.-.-__.--.___-__-_-.---_--___.-__.___--------------_______ ADDRESS 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. S9116 (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. S9116 (a) (1.1) (ii)]. The statute does not exemot 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, 20DO: 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, s9116(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. s9116(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. 99116(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. REV-1502 EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF SALVATORE A. MAURO SS# 172-01-8369 FILE NUMBER 21-03-0350 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell. both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION SINGLE FAMILY RANCH STYLE DWELLING HOUSE LOCATED AT 3466 TRINDLE ROAD VALUE AT DATE OF DEATH 138,000.00 CAMP HILL, PA 17011 (VALUE ESTABLISHED BY ARM'S LENGTH SALE TO MR. & MRS. CRAIG A. DIEHL ON JULY 7,2003; COPY OF SETTLEMENT STATEMENT IS ATTACHED.) TOTAL (Also enter online 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 138,000.00 REV-1503 EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF SALVATORE A. MAURO SS# 172-01-8369 FILE NUMBER 21-03-0350 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 25,303.332 SHARES OF AMERICAN EXPRESS FUND; ACCOUNT NO. 0101-0315-610-4 HIGH YIELD T f\X - EXEMPT FUND, INC. UNIT VALUE 4.44 PER SHARE 112,346.79 2. US SAVINGS BOND ($5000 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 5,000.00 3. US SAVINGS BOND ($5000 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 5,000.00 4. US SAVINGS BOND ($5000 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 5,000.00 5. US SAVINGS BOND ($5000 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 5,000.00 6. US SAVINGS BOND ($5000 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 5,000.00 7. US SAVINGS BOND ($5000 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 5,000.00 8. US SAVINGS BOND ($5000 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 5,000.00 9. US SAVINGS BOND ($5000 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 5,000.00 10. US SAVINGS BOND ($5000 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 5,000.00 11. US SAVINGS BOND ($5000 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 5,000.00 12. US SAVINGS BOND ($1000 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 1,000.00 13. US SAVINGS BOND ($1000 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 1,000.00 14. US SAVINGS BOND ($1000 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 1,000.00 15. US SAVINGS BOND ($1000 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 1,000.00 16. US SAVINGS BOND ($500 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 500.00 17. US SAVINGS BOND ($500 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 500.00 18. US SAVINGS BOND ($500 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 500.00 19. US SAVINGS BOND ($500 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 500.00 20. US SAVINGS BOND ($500 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 500.00 21. US SAVINGS BOND ($500 FACE VALUE) SERIES HH (POD JANICE BURKHOLDER) 500.00 22. 47.00 SHARES OF METLlFE; ACCOUNT NO. 8065-2212-5982 UNIT PRICE 1,318.54 PER SHARE 28.054 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 170,665.33 REV-1507 EX+ (6-98) SCHEDULE D MORTGAGES & NOTES RECEIVABLE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SALVATORE A. MAURO SS# 172-01-8369 FILE NUMBER 21-03-0350 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. LOAN TO JOHN A. SHUGHART, JR. ESQ. 5,000.00 TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 5,000.00 REV-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SALVATORE A. MAURO SS# 172-01-8369 FILE NUMBER 21-03-0350 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. M&T BANK CD #31003910688985 PRINCIPAL BALANCE AS OF 000 2. M&T BANK CD #31003910688985 ACCRUED INTEREST TO 000 3. M&T BANK CHECKING ACCOUNT #489905 4. M&T BANK SAVINGS ACCOUNT #15004200598190 5. M&T BANK SAVINGS ACCOUNT #15004200598190 ACCRUED INTEREST TO 000 6. WACHOVIA BANK N.A CD #247412040777426 PRINCIPAL BALANCE AS OF 000 7. WACHOVIA BANK N.A CD #247412040777426 ACCRUED INTEREST TO DOD ACCRUED INCOME ON ITEM 7 TO DOD 17,584.62 3.57 11,253.60 60,338.92 10.51 18,347.18 21.45 4.17 8. WACHOVIA BANK N.A. CD #247412041044455 PRINICIPAL BALANCE AS OF DOD 3,367.31 2,083.23 0.15 9. WACHOVIA BANK NA CHECKING ACCOUNT #1010008160504 10. WACHOVIA BANK NA CHECKING ACCOUNT #101 0008160504 ACCRUED INTEREST TO DOD 11. WACHOVIA BANK NA SAVINGS ACCOUNT #3083366392052 12. WACHOVIA BANK N.A. SAVINGS ACCOUNT #3083366392052 ACCRUED INTEREST TO DOD 13. WAYPOINT BANK SAVINGS ACCOUNT #500117974 14. WA YPOINT BANK SAVINGS ACCOUNT #500117974 ACCRUED INTEREST TO DOD 15. WAYPOINT BANK CD #555266966 PRINCIPAL BALANCE AS OF DOD 16. WA YPOINT BANK CD #555266966 ACCRUED INTEREST TO DOD 1,574.50 0.17 13,611.15 2.23 17. 1987 BUICK CENTURY CUSTON SEDAN (4 DOOR) 18. MISCELLANEOUS TANGIBLE PERSONAL PROPERTY (CONTENT'S OF DECEDENT'S HOME) 20,508.78 7.59 520.00 1,288.16 TOTAL (Also enter on line 5. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 150,527.29 REV-1510 EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISe. NON-PROBATE PROPERTY ESTATE OF SALVATORE A. MAURO SS# 172-01-8369 FILE NUMBER 21-03-0350 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY EXCLUSION ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S TAXABLE NUMBEF THE OAT!: OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAl ESTATE. VALUE OF ASSET INTEREST (IF APPLICAIllE\ VALUE 1- ING ANNUITY POLICY; # 2A02366770 148,366.93 100 148,366.93 - ---- - ----- -- --- "- ~ -- TOTAL (Also enter on line 7 Recapitulation) $ 148,366.93 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SALVATORE A. MAURO SS# 172-01-8369 FILE NUMBER 21-03-0350 Debts of decedent must be reported on Schedule 1. ITEM NUMBER A. AMOUNT DESCRIPTION 1. FUNERAL EXPENSES: MUSSELMAN FUNERAL HOME 4,725.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 2. Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City . Slate Zip Year(s) Commission Paid: Attorney Fees 3,225.00 3. Family Exemption: (If decedent's address is notlhe same as claimant's, attach explanation) Claimant 4. 5. Street Address City State .Zip Relationship of Claimant to Decedent Probate Fees 312.50 6. Tax Return Preparer's Fees Accountant's Fees 3,350.00 7. 8. 10. 11. 12. 9. 2003 PA-40 PENNSYLVANIA INCOME TAX DUE AIRBORNE EXPRESS - OVERNIGHT MAIL FEE AT & T - FINAL BILL FOR LONG DISTANCE CARRIER SERVICE COMCAST CABLE - FINAL BILL FOR CABLE SERVICE TO DECEDENT CUMBERLAND LAW JOURNAL - FEE FOR ESTATE LEGAL NOTICE TOTAL OF CONTINUATION SCHEDULE 109.00 14.11 38.86 17.89 75.00 1,971.48 13,838.84 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Estate of: Salvatore A. Mauro Soc Sec #: 172-01~8369 Date of Death: 04/16/2003 Continuation of Schedule H - B7 (Other Administrative Costs) Item # Description Amount 12. Pennsylvania - American Water Company Final bill for water service 23.27 PPL - Final bill for electric service 51.42 Single family ranch style dwelling house located at 3466 Trindle Road, Camp Hill, PA 7.53 John A. Shughart, Jr. - Reimbursement for Executor's out-of-pocket expenses 1,165.41 Verizon - Final bill for local carrier telephone service 23.85 Expenses for upkeep of decedent's home prior to s~e ~~OO Total 1,971.48 REV-1512 EX+ (12-03) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SALVATORE A. MAURO SS# 172-01-8369 FILE NUMBER 21-03-0350 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. THE PATRIOT NEWS CO. BILL FOR NEWSPAPER SUBSCRIPTION SERVICE TO DECEDENT 28.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 28.00 REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIAR IES SSil 172 - 01- 8369 04/16/2003 FILE NUMBER 21-03-0350 AMOUNT OR SHARE OF ESTATE ESTATE OF Salvatore A. Mauro NUMBER I. RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Janice Elaine Burkholder 107 West Vine Street Shiremanstown, PA 17011 Niece One-quarter 2 Augustus G. Mauro 120 Sunrise Boulevard Eliza5etht:own., PAT7022 Son One-quarter ~ 3 Frederick J. Mauro 139 Oak Grove Road Harrisburg, PA 17112 Son One-quarter 4 John A. Shughart, Jr. 500 North Maitland Avenue Suite 305A Maitland, FL 32751 Nephew One-quarter ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS H u.rn()JJe.. Socle~ Dt ~e. i-Jarr dJi.lfj- keO-- I, ODO. DO f TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ I f'l('}(). Of) . (If more space IS needed, Insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group,lnc. Form REV-1513 EX (Rev. 9-00 CC)M"'ONJ/V~ALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT VAUGHAN GEORGE III ESQUIRE 3904 TRINDLE ROAD CAMP HILL, PA 17011 -------- fold ESTATE INFORMATION: SSN: 172-01-8369 FILE NUMBER: 2103-0350 DECEDENT NAME: MAURO SALVATORE A DATE OF PAYMENT: 07/18/2003 POSTMARK DATE: 07/1 5/2003 COUNTY: CUMBERLAND DATE OF DEATH: 04/16/2003 NO. CD 002825 .ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $46,000.00 I I I I I I I I TOTAL AMOUNT PAID: $46,000.00 REMARKS: JOHN A SHUGHART JR C/O GEORGE VAUGHAN III ESQUIRE CHECK# 122 SEAL INITIALS: AC RECEIVED BY: TAXPAYER DONNA M. OTTO DEPUTY REGISTER OF WILLS Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 335 4/29/2005 SALVATORE A MAURO 21-2003-0350 BARBUSH & HOFFMAN 1104 FERNWOOD AVENUE SUITE 204 CAMP HILL, PA 17011 vz 105.00 15.00 Total $105.00 $15.00 Qty 1 1 Fee Description Additional Probate Filing Fee Fee Total: $120.00 Second Request *********** Please pay promptly Checks should be made payable to the Register of Wills. Tenns: Net 30. Please return one copy of this invoice with your payment. Thank you. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX RV',:'Si:Cn 4i"P~~.T, ALLOWANCE OR DISALLOWANCE , _v v ,v:~:,bF.~t~TIllNS AND ASSESSI1ENT OF TAX 07-25-2005 MAURO 04-16-2003 21 03-0350 CUMBERLAND 101 APPEAL DATE: 09-23-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REV: iS47 - Eit AFP - '( 03: osi - NOTICE-OF - INHERITANCE-TAX - APPRAISEMENT: - ALLOWANCE-OR - - - - - - - - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX SALVATORE A FILE NO. 21 03-0350 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX ZSD6Dl HARRISBURG PA 11128-0601 20"[5 ~F "';-', , , ~- r:~ 2~27 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN c:: "-,,.- SAMUEL M BARBUSHr BARBUSH & HOFFMAK' 1104 FERNWOOD AVE 204 CAMP HILL PA 17011 ESTATE OF MAURO TAX RETURN WAS: I ) ACCEPTED AS FILED ( X) CHANGED SEE *' REV-1547 EX AFP (06-05) SALVATORE A DATE 07-25-2005 ATTACHED NOTICE I~ an asses~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~i9ures that include the total ~ abb returns assessed to date. ASSESSMENT OF TAX: 15. Mount of line 14 at Spousal rat. (15) 16. A~t of Line 14 taxable at Lineal/Class A rat. (16) 17. AMount of Line 14 .t Sibling rat. (17) 18. Amount of Line 14 taxable at Collateral/Class 8 rat. (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks ..,d Bonds ($chedula BJ 3. Closely Held stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Hlsc. Expenses (Schedule H) 10. Dobts/Mortgago Liabiliti.s/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governaental Bequests; Non-elected 9113 Trusts 1~. Net Value of Estate Subiect to Tax NOTE: NUHBER CD002825 CD005257 INTEREST/PEN PAID 1-) 2,421. 05 .00 DATE 07-15-2003 04-23-2005 (ll (2) (3) (4) IS) (6) 171 138.000.00 170.665.33 .00 5.000.00 150.527.29 .00 148.366.93 (8) (9) 1l0) 13,838.84 (Schedule .J) 28.00 llll (12) (13) (14) .00 X 270,346.26 X .00 X 327,346.35 X 00 = 045 = 12 = 15 = AIIOUNT PAID 46,000.00 10,153.15 ~ INTEREST IS CHARGED THROUGH 08-09-2005 AT THE RATES APPLICABLE AS OUTLINED ON REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE THE NOTE: To insure proper credit to your account, ~it the upper portion of this forB with your tax payllent. 612,559.55 13.866 84 598.692.71 1,000.00 597,692.71 (19)= .00 12,165.59 .00 49,101. 95 61,267.54 58,574.20 2,693.34 733.32 3.426.66 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIONS.) REV-1~70 EX (6-68) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME SALVATORE A MAURO FILE NUMBER John Kealy ACN 2103-0350 101 REVIEWED BY ITEM SCHEDULE NO. EXPLANATION OF CHANGES B 2 THRU 21 Savings bonds "marked payable on death" (POD) are taxable outright to the beneficiary before determining residue. ROW Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.2e0601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BARBUSH SAMUEL M BARBUSH AND HOFFMAN 1104 FERNWOOD AVE 204 CAMP Hill, PA 17011 nn_~__ fold ESTATE INFORMATION: SSN: 172-01-8369 FILE NUMBER: 2103-0350 DECEDENT NAME: MAURO SALVATORE A DATE OF PAYMENT: 09/09/2005 POSTMARK DATE: 09/08/2005 COUNTY: CUMBERLAND DATE OF DEATH: 04/16/2003 NO. CD 005783 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,433.41 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 3856 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $3,433.41 GLENDA FARNER STRASBAUGH REGISTER OF WillS ...- =~~ ;c:l... t!l;R !ZtIl ~~~ ~~~ :;i:a; ... ~ .... ... p-' .....1 C) ... (.J I 1;.1 (.,' 1.\\ ,." g ~ ~~ ~~Q e~~ rn I:!l r-8~ ~. 0 'l:l8"ri > ~ ~c::_ t;:~E :t o c:: ~ ~C~'f"" ,A,"" . u '0 ~ <~~_, I:~) J;J ~ ~_ ~" ~ ~,l' 1" . . " ,\ ',' ;. i '! ~ ~ ' ',J \ \ , ~, CJ' Ie u~j ),' \ n) ~'" I 6-'Jc'J.. ~" 8Z :Gi;;~ i' " \ '" II ' ~; "'" -< (::'\1":-:';";] !.'-~ J(1)_1-,0 u...J....,;...... v '-'_ :JV J0,__ \ C' " I I"\. \ :\ ",' , *,.- , .(') .e .... I I~ Ii'" '0 ,~ ,C) ... ~ .. 1II r' f. 0"''''''' ~~~~ ~...",c:. corn :c.-n~r'" ..... rn:S: % ...~... ... 1&. ... o:s:~ ~~... ."co -%'" ~~:s: rn~ ." ~'" c> ...... .... c> ... ... \\ I I I ," ~ ~ ~ ... i. ,.. ,110 I l "' .. i ... ia ..c. \ \'" ,,.. (') ~ '8. , , I I . , . , , . ~ ~ (j s-a~~ \"ro'. ~i;,i \%~~ ..$ ,.....~ ,. ,. .. " ;. ~""" N. ~c:. ~ ~~ ~ ~c ~ ~t: .... \ r-.:> c~ c;~ ell "~/J i"'i\ ~-\J t ...0 4:1 N ... o .. -:0 ("~ (') ';~iii..)'i J . .. 'O~ _ _ ""' ",-- ..' ..~. ""i \1. '3.~ '~o ~'A ]~.;.:. ';,~ e;,~~ -"0 ...i;~ 011 'C."'~ ....."'0 "'t ~ ~ ~i 'CI'" <C(A ~....i~ o......~ ,..~ "'0 ~ ...... .. ~i; ,. '" '" ~ ""- =:. ~ rn ~ ~ t ';; !; ';l >:. .. % , ~ ... BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE r:Tii"INMERITANCE TAX '-STATSMENT OF ACCOUNT REV-1607 EX AFP (03-05) -.J ;. '9 i , DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-26-2005 MAURO 04-16-2003 21 03-0350 CUMBERLAND 101 SALVATORE A SAMUEl M BARBUSH BARBUSH 8 HOFFMAN 1104 FERNWOOD AVE 204 CAMP HILL PA 17011 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF MAURO SALVATORE A FILE NO.21 03-0350 ACN 1 01 DATE 09-26-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-25-2005 PRINCIPAL TAX DUE: 61,267.54 PAYMENTS (TAX CREDITS): BAL PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-15-2003 CD002825 2,421.05 46,000.00 04-23-2005 CD005257 .00 10,153.15 09-08-2005 CD005783 740.07- 3,433.41 ANCE OF UNPAID INTEREST/PENALTY AS OF 09-09-2005 TOTAL TAX CREDIT 61,267.54 BALANCE OF TAX DUE .00 INTEREST AND PEN. 4.32 It IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 4.32 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J C"'^ ..'./ ,~_cJ "~"'" - ~ ~ o ~ ~1S\ ~ re ~~ ~~~~~ ~Cofm~~ ~ e 'S g.~ .~g""" ,~ ~ ! 1 ~ ~o - ~n .....'€.<!. ~'eI 0 o;:jp.. <'''no;' ~ p ~ 0 0 'rI~ ";::,U'if, re d S e.) ~ t::l 1S\ 0 ~ ';a ~~ ~OU ~! o ~ (;w - 1S\ .~ ;;. --- U) 0 0 ~ " \ ""' t-- <rt 0 - " 0 \ - ri \l.l ~ 0 U\ (!) - til l"- 'lOt \l.l '" - ~ {tQ 0 - tt.Otx. \ - \:lOtI. (l) ... 043 ~ - Z- it 0 - \ll1liO (>) Ul<t\l... ~ - - <ri 0\110 t-Jr - m Z<Ibl 0- - tttt..1 (J\ - t'- :lWm (') - ~ t->(( ~ t,f) UlH'Z. fJ it..!':) ~ \l1 (>) - 0 """ :::: 0 t- t'- - \ll 0 """ - - ti 7.. ')<. .. - ti 0 Z (11 () t:')~ -~ ~, (") ., \f)' ~ ("J U trJ ~ :f. "'r'" ~ ""-it.\ ~ E-'~ ~J) r- ~ E-'r- CJ)N 0 tur'1 \J ~ 0 ~ I ~ r.:\ \J ~ ~ ~ r.:\ ... ~~ ~ CJ)O ~ ~ ~~ CJ) (j\CJ) IN RE: ESTATE OF MAURO SALVATORE A ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-0350 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: SHUGHART JOHN A JR Counsel for Personal Representative: Date of Decedent's Death: 4/16/2003 Date of Delinquency Notice: The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 5/1 0/2006 ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled Julv 17th. 2006 at 8:45 a.m. in Courtroom No.3. If the Status Report is filed prior to the automatically be cancelled. \ Edgar B. Bayley, J. \ U.S. Postal ServiceTM CERTIFIED MAILTM RECEIPT (Domestic Mail OnlYi No Insurance Coverage Provided) Postage ru CJ CJ CJ Return Receipt Fee (Endorsement Required) Certified Fee CJ Restricted Delivery Fee ru (Endorsement ReqUired) <:0 ..-=l Tolal Postage & Fees $ LI1 ~ II ~.~~:_T~t(l!l_.{Lh_:4!~?!JI1- t h__.fl1f..g_~ L__h_h_h_l Strset,~f No.; / / or PO Box No, citY; ~State: Z;P:"4 - - ~- T -~ - ~ ~ - - ,. - ~ ~ - - - - - ~ - - --- h -, ~ - ~ ~-- - -... - -- ~ --~,.",-".. - ~ - --- - - - - _.......~- -.--- ~ PS form 3800, June 2002 See Reverse tor Instructions \r ~ Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: ---'" Au 1<-0 M /YATot< c 'I}. . Date of Death: J/c II (" / ;;).0 () ..3 Estate No.: ;;;),00 3 4 0 3 5 D Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. S~e ~ether administration of the estate is complete: YeS"El No 0 '2. If the answer is No, state when the personal representative reasonably bel~eves 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 0 No 0 b. The separate Orphans,' Court No. (if any) for the personal representative's account is: c. Did the pers~ representative state an account informally to the parties in interest? Yes M No 0 . c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report Date:S/lvlo~ jj}- {.~ SiWi'ture - Jr . .(j 01-1 JJ' 11_ SJ.I U bH I) Il.JT Name 1..0 I 0 7 LJ ~ V) Jj/;.- ST' Address 0H)R..E.mt:+/lJST()wJJ j),q. 170// 117- 303- j(p03 Telephone No. Capacity: "El Personal Representative o Counsel for personal representative In Re: Estate of MAURO SALVATORE A ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-0350 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: SHUGHART JOHN A JR Counsel for Personal Representative: Date of Decedent's Death: 4/16/2003 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. ~~~ Date: 4/25/2006 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File SENDER: COMPLETE THIS SECTION . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece, or on the front if space permits. 1. Article Addressed to: JiJhrJ fJ 5 htlJhtUt VIne sf. Jr. IOi \IV. 5h Ire In[tljS /zJ YVI7; Pq / 7 {> II 2. Article Number (Transfer from servIce label) PS Form 3811, February 2004 . . . . . A. Signature I'. f..... X ,) ./'K" j I ,.: ~ let..;:..! \) B. Received by ( Printed Name) D. Is delivery address different from item 1? If YES. enter delivery address below: 3. Se~ice Type er Certified Mail D Registered D Insured Mail D Express Mail D Return Receipt for Merchandise DC.O.D. 4. Restricted Delivery? (Extra Fee) 7005 1820 0002 4615 6056 Domestic Return Receipt 102595-<l2-M-1540 1 UNITED STATES POSTAL SERVICE First-Class Mail Postage & Fees Paid USPS Permit No. G-10 co , ~ ,Sender~Please print your name, address, and ZIP+4 in this box · () ~ -0350 @ Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 ::::::::2 jill' i /; I J "L 1111,1 L ,'L llli III I L I' i j, Ii 11111111111 iI i II L ;