HomeMy WebLinkAbout04-0842Register of Wills of Cumberland CountY, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Vincent P Ma~ni
also known as
Re~is F. Masni
Petitioner(s), who is/are 18 years of age or older, apply(les) for:
, Deceased
Social Security No. 185 - 18- 2224
(COMPLETE 'A' or 'B' BELOW:)
A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or
the Decedent, dated 11/09/1993 and codicil(s) dated None / /
named in the last Will of
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted aft~,.r~d~xecution..._~ the docun~hts
offered for probate; was not the victim of a killing and was never adjudicated incompetent:~_-:~ r!,~:. ~ :: .;
B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia;-~urante m noritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the ~llOwing sl:)~tse (if any) a~d
heirs:
Name Relationship
Resis F. Ma6ni I son
I
(COMPLb Ih IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
Residence
I
612 Robert Street, Mechanicsbur~, PA
County, Pennsylvania with his/her last family
or principal residence at 405 Gale Street, Mechanicsbur~;, PA 17055
(list street, number, and municipality)
Decedent, then 82 years of age, died 09/07/2004 at Seidle Memorial Hospital, PA
(Location)
Decedent 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
180,000.00
160,000.00
situated as follows: 405 Gale Street, Mechanicsbur~, PA
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the appropriate form to the undersigned:
I . SLqnature Typed or printed name and residence
~-~J~2.. (~' 0~,~_,,-~ Regis F. Magni
, 612 Robert Street Mechanicsbur¢
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
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 representative(s) of
the Decedent, Petitioner(s) will well and tru. ly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this I q3g/~day of
~e~
zs F. Magni /
'04 SEP 14 P3:18
No. 21
Estate of Vincent P Masni
Deceased
Social Security No: 185-18-2224 Date of Death: 09/07/2004
AND NOW,
, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary ['~ Of Administration
(c.t.a.; d.b.n.c.ta.; pendente lite; durante absentia; durante minoritate)
are hereby granted to Re~is F. Ma~ni
in the above estate and that the instrument(s) dated 11/09/1993 / /
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
Register ~f V~lls-~_~~
Attorney: Ron Turo, Esquire
Short Certificate(s) ..... $
Renunciation ........ $
Affidavits ( ) .... $
Extra Pages ( ) .... $
I.D. No: 34334
Turo Law Offices
Address: 28 South Pitt Street
Carlisle, PA 17013
Telephone: 717/245-9688
Codicil ........... $
JCP Fee .......... $
Inventory .......... $
Other ........... $
TOTAL ......... $
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991)
hi,. is. lo ccrtifx that the infl)rmation here given is correctly copied from an original certificate of death duly filed with me as
l:x:d P, egistrar. Thc 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 i0 7241
No.
Local Registrar
DTate
2 Vincent P. Maqni la. Male I" 185 -- 18 -- 2224j,September 7t_ 2004
,. 82 ~"1 ~ I J ~.7/19/1922
I I
~. ~l~ k. ~cs~g ,.Seidle
. _ ,0 _ White
u. Lt. ~1. .L H8 ~r ~orce
405 ~le 8~t
Mec~csb~g, PA 17055
~'~ ~rland
!,_ John Maq~ ,,. Theresa Padovano
~. Regis Maglli 1~612 Robert otreet Mechanicsburg, PA 17055
~.~ o--.n --~-..o F ...... ' I'°'~'' I
~O eu.,,s~ ~l,,,.Sept. 13, 2004 b,,.Gate of Heaven Cemetery b,d. Mechanicsburg, PA 17055
~ ~ ~ a*~h. .~J,~4~. ·( J j2~. :~
I
I
I ~. E] .~ ....~.,~ [31 I ~ El ~ ~ I
LAST WILL AND TESTAMENT
OF
VINCENT MAGNI
KNOW ALL MEN BY THIS PRESENTS, tha~I~I~u,~:~.~!NC~NT~i~u~MAGNI,
presently residing at 405 Gale Street, Mechanicsburg, Cumberland
County, Pennsylvania, being in good health and of sound and
disposing memory, do hereby make, declare, and publish this as my
Last Will and Testament, hereby revoking all former Wills and
Codicils heretofore made by me at any time.
PAYMENT OF EXPENSES
I. Payment of Expenses: I direct that my Executrix, hereinafter
named, shall have the power, but not the duty, to pay all my just
debts, expenses of my last illness and funeral expenses, from my
estate as soon after my decease as shall be found convenient.
GIFTS
II. Personal and Household Effects: I bequeath my automobiles,
household and personal effects and other tangible personalty of
like nature (not including cash or securities) together with any
existing insurance thereon, to my wife, RITA J. MAGNI, if she
survives me by thirty (30) days. Should my wife predecease me or
not be living on the thirty-first day after my death, I bequeath
such tangible personalty and insurance thereon to my son, REGIS
F. MAGNI.
I direct that the expense of packing, shipping, insuring and
delivering any such property to a beneficiary entitled thereto
shall be paid by my Executrix as an administrative expense of my
Estate.
III. Residuary Estate.
I give to my wife, RITA J. MAGNI, if she survives me by
thirty (30) days all the rest, residue and remainder of my
property of whatever type and wherever situated. If my wife,
RITA J. MAGNI, should predecease me or not be living on the
thirty-first day after my death, I give the rest, residue and
remainder of my estate, whether real or personal, mixed or
wherever situated to my son, Regis, or if he has predeceased me
or dies before the thirty-first day after my death, then to his
living descendants, per stirpes.
IV. Power of Appointment. No provision of this Will shall
exercise any power of appointment I may have.
V. Adopted Persons: For the purposes of this Will, adopted
persons shall be considered children of their adopted parents,
and they and their descendants shall be considered descendants of
their adopted parents, regardless of the date of the adoption.
FIDUCIARIES
VI. Executrix: I hereby nominate, constitute and appoint my
wife, RITA J. MAGNI, as Executrix of this, my Last Will and
Testament. In the event that my said wife shall predecease me,
or be unwilling or unable to act as Executrix, then I nominate,
constitute and appoint my son, REGIS F. MAGNI, as alternate
Executor. (The term "Executrix" wherever used in this Will is
deemed to include the term "Executor".)
VII. Resignation. Any individual Executrix may resign at any
time without court approval.
XIII. Bond: No Executrix shall be required to give bond.
ADMINISTRATIVE PROVISIONS
IX. Beneficiaries Under 21 or Disabled: If any beneficiary
hereunder becomes entitled to an outright distribution of income
or principal and is under the age of 21 years or in the
Executor's opinion, disabled by illness or other cause and unable
to properly manage the funds:
A. Payments: As much of such income or principal as the
Executor may from time to time think desirable for that
beneficiary either shall be paid to him or shall be applied
for his or her benefit; and
B. Balance: The balance of such income and principal --
and the net income from those funds -- shall be kept
invested and managed as a separate Trust for that
beneficiary, with the Trust funds paid to or for the
beneficiary in accordance with the provisions of the
preceding paragraph. When the beneficiary reaches the age
of 21 or, in the Executor's opinion, becomes free of
disability, as the case may be, the balance shall be paid to
the beneficiary. If he dies before that time, the balance
shall be paid to his personal representative.
Any funds to be applied under this article either shall be
applied directly by the Executor or shall be paid to a parent or
guardian of the beneficiary or to any person or organization
taking care of the beneficiary. Funds applied for minors may
-- 2 --
also include distribution to a custodian selected and appointed
by my Executor under the Uniform Gifts or Transfers to Minors Act
of any state. The Executor shall have no further responsibility
for any funds so paid or applied.
X. Protective Provisions: To the extent permitted by law, the
interest of beneficiaries in principal or income shall not be
subject to the claims of their creditors and others, nor to legal
process, and shall not be voluntarily or involuntarily alienated
or encumbered, except that nothing in this article shall preclude
the assignment of all or any part of a beneficiary's interest to
his descendants. Further, exceptions may be made if my Executrix
approves.
XI. Management Provisions: My Executrix shall have, in addition
to the powers and authority conferred upon her by law, the
following additional powers and authority:
A. Sell/Lease: To sell at public or private sale,
exchange, lease, mortgage or pledge any property, real or
personal, at any time, and upon such terms and conditions as
she shall deem wise.
B. Retain/Invest: To retain and to invest in all forms of
real and personal property, including common trust funds,
mutual funds and money market deposit accounts regardless of
any limitations imposed by law on investments by executors
or trustees, or any principle of law concerning investment
diversification.
C. Operate a Business: To operate any business activity
in which I have an interest to the extent I would, if alive.
D. Title to Property: To cause any security or other
property which may constitute a portion of a Trust to be
issued, held or registered in her own name, or in the name
of a nominee, or in such form that title will pass by
delivery.
E. Capital Changes: To consent to the reorganization,
consolidation, readjustment of the financial structure, or
sale of the assets of any corporation or other organization,
the securities of which constitute a portion of my estate,
and to take any action with reference to such securities
which, in the opinion of the Executrix is necessary to
obtain the benefit of any such reorganization,
consolidation, readjustment or sale; to exercise any
conversion privilege or subscription right given to her as
the owner of any securities constituting a portion of my
Estate; to accept and hold as a portion of my Estate
securities resulting from any reorganization, consolidation,
readjustment, sale, conversion or subscription.
- 3 -
F. Expense of Estate: To pay all costs, taxes,
charges and expenses in connection with the administration
of my Estate.
G. Allocate: To determine what is "income" and what is
"principal" hereunder, and her decision thereon shall be
final; and to purchase securities at a premium or discount,
and to apply or charge said premium or discount against
income or principal as the Executor may determine.
H. Borrow: To borrow money from any person, firm or
corporation, for the purpose of protecting and preserving or
improving my Estate hereunder; to execute promissory notes
or other obligations for amounts so borrowed.
TAX PROVISIONS
XII. Marital Deduction: No property ineligible for the marital
deduction shall be used to satisfy that deduction. Property
distributed in kind in satisfaction of the marital deduction
shall be distributed at the lower of (i) its value at the time of
distribution and (ii) its adjusted Federal Income Tax basis.
Subject to the foregoing, my Executrix shall have absolute
discretion in selecting the property to be allocated to the
Marital Deduction. In calculating the amount of the marital
deduction, (i) all other property which qualifies for the marital
deduction and (ii) all other deductions and credits which are
allowed in the calculation of the federal estate tax in my estate
shall be considered first. However, credits will be used only to
the extent that their use will not increase the death taxes on my
estate.
XIII. Death Taxes: I direct that all transfer and inheritance
taxes, state or Federal assessed because of my death, whether the
funds, property or insurance proceeds to which such taxes are
attributable pass under this Will or not, shall be paid out of my
residuary estate; that my Executrix pay, or provide for payment
of all such taxes at such time, or times, and in such manner as
my Executrix deems best.
XIV. Tax Options: I authorize my Executrix:
A. Death Taxes: To exercise any options available in
determining and paying death taxes in my estate, and to
allocate my generation-skipping tax exemption;
B. Income Taxes: To join with my wife in filing a
joint income tax return; and
C. Gift Taxes: To consent to any gifts made by my wife
being treated as having been made one-half by me for the
purpose of laws relating to gift tax.
IN WITNESS WHEREOF, I, VINCENT MAGNI, the Testator of this,
my Last Will and Testament, typewritten on five sheets of paper
which I have identified at the bottom of each ~age by my
signature, hereunto set my hand and seal the day of
The preceding instrument consisting of this and four other
typewritten pages, each identified by the signature of the
Testator, VINCENT MAGNI, was on this day and date thereof signed,
published and declared by VINCENT MAGNI, the Testator therein
named, as and for his Last Will, in the presence of us who, at
his request, in his presence, and in the presence of each
other have subscribed our names as witnesses.
- 5 -
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
I, VINCENT MAGNI, 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 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 VINCENT
MAGNI, the Testator, the f z~ day of ~_~~ , 1993.
(SEAL)
× ~Notary Pub~Ifc ~/v-
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
We Teresa R. McCormack and Gloria J. Coppersmith ,
and Richard E. Connell , 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 Testator sign and execute the instrument as his
Last Will; that he signed 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
Testator was at that time eighteen or more years of age, of sound
mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by
Teresa R. McCormack and Gloria J. Coppersmith
and Richard E. Connell , witnesses, tSzs /~
~_~,.) , 1993.
day of
(SEAL)
Notary
Pub 1 i~
~-- ~ .... #OT~&L
GLQ~iA A. CUDD~GIOIL Notary Publ~
g~rdsburg, D~ul~hl~ Cou~, ~
~.W Commis~b, F.~r~,~ bb. 14,
CERTIFICATION OF NOTICE
UNDER RULE 5.6(a)
Name of Decedent: Vincent Magni
Date of death: September 7, 2004
Will No. 2004-00842
Admin. No.
TO THE REGISTER:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court
Rules was served on or mailed to the following beneficiaries of the above captioned estate.
Name Address
Regis Magni 612 Robert Street, Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date
Respectfully Submitted
TURO LAW OFFICES
28 South Pitt Street
Carlisle, PA 17013
(717) 245-9688
Capacity as Counsel for
Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF iNDIVIDUAL TAXES
DEPT 28060~
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX{11 96)
NO. CD 004647
TURO RON
28 S PITT STREET
CARLISLE, PA 17013
fold
ESTATE INFORMATION: SSN: 185-18-2224
FILE NUMBER: 2104-0842
DECEDENT NAME: MAGNI VINCENT P
DATE OF PAYMENT: 11 / 18/2004
POSTMARK DATE: 11/18/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 09/07/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $12,968.46
REMARKS:
TOTAL AMOUNT PAID:
$12,968.46
SEAL
CHECK#4126
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
J DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Magni, Vincent P.
/DATE OF DEATH (M~EAR) I ~OF BIRTH (MM-DD-YEAR)
L09/07/2004 I 07/19/1922
lib APPLICABLE) SURVIVING S~I~ST, F~ND MIDD~-~ INITIAL)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
DEm.~ 04 00842
~- 185-18-2224
= REGISTER OF WILLS
Jl1. Original Return
4. Limited Estate
[] 2. Supplemental Return
SOCIAL SECURITY NUMBER
] 3. Remainder Return (date of death prior to 12-13~2)
[] 6. Decedent Died Testate (Attaoh copy [] 7. DecedentMaintainedaLivingTtuSt(Attach
[] 9. Utigaflon Proceeds Rsceived [] 10. Spousal Poverty Credit (date o¥ death
Ron Taro
Taro Law Offices.
ELEPHONE NUMBER
717/245-9688
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 & MiscellaDeous Personal Property
(Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
[] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (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)
[] 5. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit ~oxes
[] 11.Electiontotaxundet Sec. 9113(A)(AttachSchO)
2OMPLETE MAILING ADDRESS
28 S. Pitt St.
Carlisle, PA 17013
12. Net Value of Estate (Line 8 minus Line 11 )
154,933.80'~
None
Nonel
None
174,303.76
None
None
24,704.09
1,177.60
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)
(8)
(11)
(12)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
or transfers udder Sec. 9116(a)(1.2)
16.AmountofLine14taxableatlinealrate 303,355.87 x .045 (16)
17.AmountofLine14taxableatsiblingrate 0.00 x .12 (17)
18. Amount of Line 14 taxable at collateral rate
0.00 x .t5 (18)
19. Tax Due (19)
20. [] ' · ~ ,- , · ..,
329,237.56
25,881.69
303,355.87
303,355.87
Copydght 2000 form software o~ly The Lacknsr Group, Inc.
13,651.01
13,651.01
Form REV-t 500 EX (Rev. 6-00)
Decedent's Complete Address:
S[ST !ETADDRESS 405 Gale Street
Meehanicsburg
ISTATE PA IZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
I~ Prior Payments
C. Discount
682.55
(1)
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penal~
Total Intemst/Penaity (D + E) (3)
4. If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page I Line 20 to request a refund
5. IfUnel +Line3isgreaterthanUne2, enterthedilfemnce. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
13,651.01
682.55
0.00
12,968.46
12,968.46
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. re~ain the use or income of the propelty transferred; .................................................................................. ~
b. retain the right to designate who shall use the property transferred or its income; .................................
c. retain a reversionary interest; or ...................................................................................
d. receive the promise for life of either payments, benefits or care-/ "
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ............... . ........................................... []
3. Diddecedentownan=intmstfor- orpayableupondeathbankaccountorsecurityathsorherdeath? ......... []
4. Did decedent own an individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary des gnat on? ......................................... . .................. []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS tS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
SIGNA33JRE OF PERSON RESPONSIBLE FOR FILING RETURN
ADDRESS
612 Robert
Mechanicsburg, PA 17055
DA
ADDRESS
DATE
Carlisle, PA 17013
~ 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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and tiling a tax retum are still applicable even if the surviving spouse is the only beneficiar/.
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 decadent'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, whatber by blood or adoption.
SCHEDULE A
REAL ESTATE
ESTATE OF
Magni, Vincent P.
FILE NUMBER
21 - 04 - 00842
All .m~.l proper~y owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price
atmaV/n~C~_ro,_P~_ _r~j_w?uld .b~.Lexc~.ang .e?.~.~._en .a willing buyer and a .willing seller, neither bei.g compelled to buy or sell, both having
eched~l~=.~novaeoge m zne mlevan[ mcts. Keal property which is jointly-owned with Hght of survivorship must be disclosed on
ITEM
NUMBER
DESCRIPTION
405 Gale Street
Mechanicsburg, PA 17055
VALUE AT DATE Of
DEATH
154,933.80
TOTAL (Also enter on Line 1, Recapitulation) 154,933.80
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONAL PROPERTY
ESTATE
OF
Magni, Vincent P. I FILE NUMBER
I 21 - 04 - 00842
Incl~l. e th.e.proceeds of litigation and the date the proceeds were received by the estate. All propert~ jointly-owned with the right of
sur~vommp must be disclneed on schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
Checking Account
Acct. #5070034647
Savings Account
Acct. #5030121703
Misc. Personal Property
See attached appraisal
10,538.36
160,230.40
3,535.00
TOTAL (Also enter on Line 5, Recapitulation) 174,303.76
LINDEN HALL ANTIQUES
211 N. OLD STONE HOUSE RD
CARLISLE PA 17013
717-249-1978 697-4794
To: Ron Turo - Attorney
28 S. Pitt St.
Carlisle, PA 17013
From: Dave Rowe
Linden Hall Antiques
211 N. Old Stone House Rd.
Carlisle, PA 17013
RE: Estate of Vincent Magni
4O5 Gale St.
Mechanicsburg, PA 17055
Living Room
Oriental lacquered & brass cabinet
Linens & doilies
3 piece sectional sofa
Pair Chippendale style wing chairs
Pr. Oriental lamps
Oriental coffee table
Oriental brass tray top table
T.V.
Curio cabinet
Oriental doll collection
Old stereo
Dining Room
Kindel cherry 8 piece dining room set
Oriental folding screen
Set Noritake china
Bavarian lobed china dish
Misc. glasswares
Pedestal cake stand
Cloisenne' vase
Carnival glass bowls
Misc. oriental china
Bronze bird and grape figure
(4) Collector plates
New regulator clock
Oct. 1, 2004
$175.00
25.00
100.00
100.00
25.00
50.00
50.00
15.00
125.00
75.00
no value
500.00
25.00
75.00
25.00
25.00
20.00
25.00
50.00
25.00
75.00
20.00
20.00
Kitchen
Formica table & 4 chairs
Set Japanese china
Pots-pans-kitchenwares
Front Bedroom
3 piece bedroom suite
Diamond ring, appx. % carats
Misc. coins
Back Bedroom
Kling cherry bedroom suite
Oriental brass tray stand
Portable t.v.
Fentonjack in the pulpit vase
King size box spring & mattress
Back Left Bedroom
Mahogany rocker
Sewing machine
Cherry bed
Stand
Comax camera w/lens
Recreation Room (Basement)
Large maple rocker
Console t.v.
Paper shredder
Brass & glass clock
3 contemlJorary decoys
Brass oriental tray
Misc. knick knacks
Pipe collection
Coal mining lantern
Office Desk
(2) mahogany stands
(2) green recliners
Weller vase
Dorm size refi-igerator
Bookcase w/drop front desk
Dehumidifier
Tool Room (Basement)
Craftsman rolling tool chest
CraRsman tool chest
Pipe collection
25.00
40.00
25.00
125.00
200.00
10.00
150.00
35.00
15.00
20.00
75.00
50.00
10.00
10.00
10.00
75.00
50.00
no v~ue
20.00
I0.00
15.00
15.00
15.00
50.00
50.00
20.00
20.00
20.00
25.00
20.00
20.00
10.00
100.00
50.00
20.00
White handled crock w/lid
Brown handled crock
Kenmore dehumidifier
Older Maytag washer & dryer
Red braided mg
Snow blower
Art Studio (Basement)
Artist easel
Drattsman modem chair
Artist supplies
Frames and paintings
Sun Porch
9 piece patio set
wooden glider
Total
15.00
10.00
35.00
25.00
15.00
75.00
50.00
20.00
25.00
100.00
100.00
25.00
$3535.00
W. David Rowe
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
2
3
Magni, Vincent P.
Linden Hall Antiques
Appraisal
SOledub H
FILE NUMBER
21 - 04 - 00842
The Sentinel
Executor's Notice -- Letters Testamentary
4 Deed recording fee
85.00
129.47
38.50
Page 2 of Schedule H
SCl-I~X.I.E H
RJMSRAL EXPENSES &
ADI~IS'ffiA'rNE COS'IS
ESTATE OF Ma~]i, Vincent P. FILE NUMBER
21 - 04 - 00842
Debts of decedent must be reported on Schedule I.
ITEM
NUMBEF; DESCRIPTION AMOUNT
1
2
3
FUNERAL EXPENSES:
Funeral Expenses
Malpezzi Funeral Home
Post-Service Refiteshments
Charged on MasterCard
Burial Expenses
(1/2 of cost of buying two plots)
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Secudty Number(s) / EIN Number of Personal Representative(s):
Street Address
City State ~ Zip
Year(s) Commission paid
Attorney's Fees Turo Law Offices
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
C~ty
Relationship of Claimant to Decedent
Probate Fees Petition for Probate
JCP Fcc
Short Certificate
Accountant's Fees Death Certiiicate
State __ Zip
Tax Return Prreparer's Fees
Other Administrative Costs
Cumberland Law Journal
Estate Notice
Total of Continuation Schedule(s)
10,250.97
69.65
1,762.50
12,000.00
235.00
10.00
30.00
18.00
75.00
252.97
TOTAL (Also enter on line 9, Recapitulation) 24,704.09
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
ESTATE OF Magni, Vincent P. ! FILE NUMBER
I 21 - 04 - 00842
Include unrelmbunsed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
Comcast Cablevision
United Water
Metro Med Services
Borough of Meehanicburg
Sewer and Refuse charges
PPL Electric Utilities
UGI Gas Service
Verizon
Landline
Stanley Steamer
Carpet Cleaning paid for by Regis Magni
United Water
D. Ezbiansky
Lawn mowing and shrub trimming
Comcast Cablevision
(I 1/30/04)
UGI Gas S~rviee
(11/15/04)
PPL Electric Utilities
(11/15/04)
Verizon
Landline (11/15/04)
11.94
11.08
41.25
118.82
53.14
83.00
20.96
323.19
6.76
350.00
11.94
83.00
41.68
20.84
TOTAL (Also enter on Line 10, Recapitulation) 1,177.60
SCHEDULE J
BENEFICIARIES
ESTATE OF
Magni, Vincent P. FILE NUMBER
21 - 04 - 00842
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
II.
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Regis Magai
612 Robert St.
Mechanicsburg, PA 17055
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
RELATIONSHIP TO l
OF ESTATE
DECEDENT ! AMOUNTOR SHARE
Son 100%
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LiNE 13 OF REV-1500 COVER SHEET
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIIqP~ . '.:::T.~.fl(~SJfF!CE OF
INHERITANCE TAX DIVi's I.
PO BOX 280601 [) -' ,,,.
HARRISBURG PA 171Z8-b~Ol'.
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
?o,nc1 J,r,,1 Il) pt'. 3: 38
.....lJJ, ...'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-17-2005
MAGNI
09-07-2004
21 04-0842
CUMBERLAND
101
"Lt:P'y (;C
\..i L ,,\ v,
ODFLi '\I'!'" ('ill lilT
i I I I: '. '. ,) ,~"..-w' .
RON T~,r
28 S PITT ST
CARLISLE PA 17013
Allaunt Remitted
*'
REY.1547 EX AF' U2-04l
VINCENT
P
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:r!\"'lx'A~yr-rli1":6!'rltli'f'fcl'oF'iNHER'fi'AN'cE'1"AX'A'pjlRAisEH'€NT~--Anb"QANCE'i1R""""""-----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MAGNI VINCENT P FILE NO. 21 04-0842 ACN 101 DATE 01-17-2005
TAX RETURN WAS: (X I ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Estate (Schedule A)
2. stocks and Bonds (Schedule 8)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule OJ
5. Cash/Bank Deposits/Misc. Personal Property {Schedule EJ
6. ~olntly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
III
(21
(31
(41
(51
(61
(71
154,933.80
.00
.00
.00
174.303.76
.00
.00
(8J
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9J
llOI
24,704.09
1.177.60
(111
ll21
ll3J
ll41
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rat. (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX C
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax paYlllent.
329,237.56
?'i.RRI 69
303,355.87
.00
303,355.87
14, 15 and/or 16, 17, 18 and 19 will
returns assessed tD date.
.00 X 00 =
303,355.87 X 045 =
.00 X 12 =
.00 X 15 =
ll91=
AMOUNT PAID
12,968.46
DATE
11-18-2004
NUMBER
CD004647
INTEREST/PEN PAID (-I
682.55
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
13,651. 01
.00
.00
13,651. 01
13,651. 01
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I <: \L-.
<<.?
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/27/2006
TURO RONALD A
TURO LAW OFFICES
28 S PITT STREET
CARLISLE, PA 17013
RE: Estate of MAGNI VINCENT P
File Number: 2004-00842
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
9/07/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
.4" r~ ~
/! ..'c ,'--,If' f /:. V
~i~~ U?lJuvte:.-lj )ldZtt.r//? u
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Will:3
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/27/2006
MAGNI REGIS F
612 ROBERT STREET
MECHANICSBURG, PA 17055
RE: Estate of MAGNI VINCENT P
File Number: 2004-00842
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dyin~j on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted adrninistration.
This filing is due by:
9/07/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
At r .'f"
I/l ,-.J' /L / JJ
{Ub.~ ~~~j,,(~~
. /}
,/ "
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Register of Wills of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
U;ItJ(~~;/f f. /J1~0N L
Date of Death:
Estate No.:
joor-- (){)~ll J
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. Stale ~ administration of the estale is complete:
Yes~ No 0
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 person\l re~tive file a fmal account with the Court?
Yes 0 No)2(
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c.
resentative state an account informally to the parties in
No 0
c. Copies of receipts, releases, joinders and roval of formal or informal
accounts may be filed with the Clerk 0 he Orphans' Court and m e
/ ~ched to this report.
Date:~t?
r;, . : !.! I
::J .1 " ,Cl
1 _, ;'. u: ~ I~
Sign
/?C /(; /Ufi a
.
!y ~. (J J!S-j {;;. ~? $4-
Address
d crs-- 70g Y
Telephone No.
Capacity: 0 Personal Representative
~unsel for personal representative
\-, )
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
Date: 7/27/2006
TURO RONALD A
TURO LAW OFFICES
28 S PITT STREET
CARLISLE, PA 17013
RE: Estate of MAGNI VINCENT P
File Number: 2004-00842
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing lS due by:
9/07/2006
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
1'1 . ~",,,, . b- ..4/.0, tl
,(t~?ui~, L7{1W/?c) (1a/.t.t:~7t't'.,
I'
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
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