HomeMy WebLinkAbout06-05-12 (2)
J 1505610105
REV
1500
- OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania
"""""`~ Counry Code Year File Number
Bureau of Individual Taxes
Po BDX zso6ot I
INHERITANCE TAX RETURN
HarrtsburD PAt9t26-o6ot ~ I
RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
03/07/2012 05/26/1928
Decedent's Last Name Suffix Decedent's First Nam[: MI
CINGRANELLI ANNE E
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
47 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death
Prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death aker 12-12-82)
~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 8. Total Number of Sate Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A)
Between 12-31-91 and 1-i-95) (Attach Schedule O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
ALECIA A BROGNANO (703) 754-7097
First Line of Address
4028 GYPSUM HILL ROAD
Second Line of Address
State ZIP Code
PA 20169
KJ
Y
~~
rv
O
City or Post Office
HAYMARKET
Correspondent's a-mail address:
Under penalties of perjury. I declare that I have examined mis realm, inclutling acwmpanying schetlules antl statements, antl to the oast of my knowledge and Oeuef,
it is true, correct and complete. Declaration of preperer other then the personal representative is based on all information of which preparer has any knowledge.
SI ATURE~/O77F PERSON RESPONSIBLE FOR FILING RETURN DATE,/
ADDRESS
4028 GYPSUM HILL ROAD HAYMARKET VA 20169
SIGWATURE OF PREPARER OTHER T}IAN REPRESENTATI\(E, ~ DATE
VVIEDEI01'AN ANb'DOUTY PC 282 LOWTHER STREET#201 LEMOYNE PA 17043
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610105 1505610105
NET
N
REGISTER O ~5 USE ONJ~Yn _.
~ C_
C'
~~
~ C.''
~T
cn„ {
cn P*
_z:
C`` _>
OC-r1 ~ r
-
^
ti .~ i
DA~ FILED O
47
ii
rrT
J
1505610205
REV-1500 EX (FI) Decedent's Social Security Number
oecedent's Name: ANNE E CINGRANELLI
RECAPITULATION
1. Real Estate (Schedule A) .......................................... ... 1. 0.00
2. Stocks and Bonds (Schedule B) .................................... ... 2. 0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 0.00
4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. 0.00
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 192,404.50
6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 0.00
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
O S
Billi
R
d
L
206
520
76
(Schedule G)
eparate
ng
equeste
..... ... ,
.
8. Total Gross Assets total Lines 1 throw h 7
( 9 ) .......................... 8.
... 712,611.28
9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. 4,054.23
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............. .. 10. 1,447.00
11. Total Deductions (total Lines 9 and 10) ............................... .. 11. 5,501.23
12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 707,110.03
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...................... .. 13. 0.00
14. Net Value SubJect to Tax (Line 12 minus line 13) ...................... .. 14. 707,110.03
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_ 15.
16. Amount of Line 14 taxable
at lineal rate x.045 707,110.03 is. 31,819.95
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
1s. Tax DuE ....................................................... .. 1s. 31,819.95
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Side 2
1505610205 1505610205
REV-1500 E% (FI) Page 3 Flle Number
Decedent's Complete Address: _
DECEDENT'S NAME
ANNE E CINGRANELLI
STREET ADDRESS
BETHANY VILLAGE, MAPLEWOOD ASSISTED LIVING
5225 WILSON LANE
CITY-~~-- STATE ~IP
MECHANICSBURG PA 17055
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments
B. Discount 1,591.00
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
5. If Line i + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
Total Credits (A + B) (2) 1,591.00
31,819.95
(3)
(4)
(5)
30,228.95
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred .................................................................................... ...... ^
b. retain the dght to designate who shall use the property transferred or its income ...................................... ...... ^
c. retain a reversionary interest ........................................................................................................................ ...... ^
d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ........................................................................................................ ...... ^
3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ........ ...... ^
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? .................................................................................................................. ...... ~ ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements far disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or fol•the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent [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 percent, except as noted in [72 P.S. §9116(a)(1)].
• The tax rate imposed on the net value of transfers fo or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling 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-i5D8 EX+ (ir-ia)
~~i ' Pennsylvania SCHEDULE E
~~ oERARTnENTOr REVENUE CASHr BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FLLE NUMBER:
ANNE E CINGRANELLI 2012-00396
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.
If more space is needed, use additional sheets of paper of the same size,
REV-1510 EX+ (Oa-09)
~- pennsylvania SCHEDULE G
DEPARTMENT OE REVENUE INTER-VIVOS TRANSFERS AND
mMERITANCE rAx RENRN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ANNE E CINGRANELLI 2012-00396
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV~1500 is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INRUDE THE NAME OF THE TRANSFEREE, iHEN REUtI0N5HIP TD DECEDENT AND
THE DATE OF TRANSFER. ATTACHA[DPY DF THE DEED FDR REAL ESTATE. DATE OF DEATH
VALUE OF ASSET °h~OF DECD'S
INTEREST EXCLUSION
tF APN(ANE) TAXABLE
VALUE
1. TAX DEFERRED ANNUITY-INTEGRITY LIFE INS CO
ACCT #2100097011-EQUAL SHARE AMONG 5 BENEFICIARIES 263,159.92 100 263,159.9:
TAX DEFERRED ANNUIN-INTEGRITY LIFE INS CO
2
ACCT #2100097012-EQUAL SHARE AMONG 5 BENEFICIARIES 124,643.83 100 124,643.8:
TAX DEFERRED ANNUITY-INTEGRITY LIFE INS CO
3
ACCT #2100113089-EQUAL SHARE AMONG 5 BENEFICIARIES 132,403.01 100 132,403.0'
TOTAL (Also enter on Line 7, Recapitulation) $ 520,206.76
If more space is needed, use additional sheets of paper of the same size.
Rev-ISn ex+ ito-o~i
~} i~ Pennsylvania
ri~7 DEPARTMENT OF REVENUE
INHERITANCE TA% RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
ANNE CINGRANELLI 2012-00396
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
t' NELSEN FUNERAL HOME-412 SOUTH WASHINGTON HIGHWAY, ASHLAND VA 23005 1,337.45
ALECIA A BROGNANO -AFTER FUNERAL GATHERING 901.98
e. ADMINISTRATIVE COSTS:
I. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City ._-_. ______..__._.-.....-_____ _ -._.._......._.._-_-_- State _... ZIP
Year(s) Commission Paid: _.
2.
3. Attorney Fees:
Family Exemption: ([f decedent's address is not the same as claimant's, attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 577.00
5. Accountant Fees: 480.00
6. Tax Retum Preparer Fees:
~ CUMBERLAND COUNTY BAR ASSOCIATION- PUBLICATION 75.00
ADMINISTRATIVE EXPENSES -SUPPLIES, MAILINGS FEES AND MILEAGE 882.80
TOTAL (Also enter on Line 9, Recapitulation) I ¢ 4,054.23
if more space is needed, use additional sheets of paper of the same size.
REV-1512 E%+ (12-DP)
G!]' pennsytvania
C;7 DEPAFTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF FILE NUMBER
ANNE E CINGRANELLI 2012-00396
Report debts Incurred by the decedent prior to death that remained unpaid at the date of death, Including unreimbursed medical expenses.
If more space is needed, insert additional sheets of the same size.
~ REV-1513 EX+ (O1-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERRANCE TA% RETURN
RESIDENT DECEDENT
SCHEDULE 7
ESTATE OF: FILE NUMBER:
ANNE E CINGRANELLI 2012-00396
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISiRIBUTI0N5 [Include outright spousal distrihuti°ns and transfers under
Sec. 9116 (a) (1.2).]
1. JOHN CINGRANELLI JR
119 DAYTONA AVENUE, ALBANY, NY 12203 SON 20%
2 ALECIA A BROGNANO
4028 GYPSUM HILL ROAD, HAYMARKET, VA 20169 DAUGHTER 20%
3 RICHARD L CINGRANELLI
11 HARVEY WAY, AVERILL PARK, NY 12018 SON 20%
4 CAROL L CINGRANELLI
5
1
203 SOUTH COURT STREET #72, HARRISBURG, PA 17104 DAUGHTER
JUDITH DUDLEY
10509 WHITESTONE ROAD, RALEIGH, NC 27615 DAUGHTER
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARRABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
20%
20%
TraTAI AC PART iT - FNTFG Tf1TAl Nr1N-TAYARI F f1ICTRIRI ITI(1NC ON I INF 1 i OF RFV-t 500 COVFR SHFFT I3
If more space is needed, use additional sheets of paper of the same size.
COMMONWEALTH OF PENNSYLVF""^
COUNTY OF CUMBERLAND
SHORT CERTIFICATE
I, GLENDA EARNER STRASBAUGH
Register for the Probate o:E Wills and Granting
Letters of Administration .in and for
CUMBERLAND County, do hereby certify that on
the 2nd day of April, Two 'Phousand and Twelve,
Letters TESTAMENTARY
in common form were granted by the Register of
said County, on the
estate of ANNEEC/NGRANELL/ late of LOWER ALLEN 7UWNSH/r
(First, Middle, Last!
a/k/a ANNE BUCHANAN CINGRANELLI
in said county, deceased, to ALECIA A BROGNANO
!First, MiddM, Lestl
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the
seal of said office at CARLISLE, PENNSYLVANIA, this 2nd day of April
Two Thousand and Twelve.
File No.
PA File No.
Date of Death
s.s. #
2012-00396
21- 12- 0396
3/07/2012
229-28-3355 C u`Q2Ec7 E~j "ro *~aa5 -,zg- 3 3S$
.~ ~ i, ~ f l l f •~,~ 111 l€. k' C a t
__ ~'-' epur~
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
METRO
BAN K
18418 7463067 001 092L40
ANNE BUCHANAN CINGRANELLI
4028 GYPSUM HILL RD
HAVMARKET VA 20169
Metro Bank
3801 Paxton Street
Harrisburg PA 17111-1418
1-888-937-0004
mymetmbank.com
~th~ ~
~-~em~
We're here 7 days a week, 24 hours a day at 1.888.937.0004.
Transactions By Date
Interest Summary
Fees Summary
PERS PREMIER SAVINGS 0626649792
JS Cycle Page 1 of 4
NOTE :SEE REVERSE SIDE FOR IMPORTANT INFORMATION Member FDIC
For your convenience, a summary of overdraft and retumetl item fees appears on your monthly statement Please note that the overdraft fee
summary includes non-sufficient funds fees, uncollectetl funds fees and unavailable funtls fees. The summary tloes not reflect refunded or waived
Items credited to your account.
APC112 -
Infonnati
Time Inquiry -Basic Account Data
Account number 1701045 022 M~A^
Short name CINGRANELLI ANNE E
Type CERTIF OF DEPOSIT
Balance Data
Current balance
Hold amount
Available Balance
Interest due
asic interest Data
Interest rate
Average rate
Daily factor
Int paid YTD
Interest W/H YTD
Interest method
3.
.001
(DAILY COMP I
-HCCOUnr. uaces
Issue/Open date
Last renewed
Maturity date
Automatically renewable
Avail interest:
S G (~ ~ Page 1 of 1
=Z-l-e m~ L
Next Display Maturity/Reinve
omer Data-
ANNE E CINGRANELLI
5229 WILSON LN RM 109
MECHANICSBURG PA 17055
Home phone L 7037547097
t ~-
Business phone r
L
Officer r1017
L TIN/Crt XX
Payment Data-
Next payment date
Payment amount
Disposition (CAP
Last payment date
Last payment amount C
Last payment APY earned
http://cbsgui:8091/Alliant?x=x&SessionId=138467739&ProcessId=49 5/14/2012
METRO
BANK
>09256 7436015 001 092140
ANNE BUCHANAN CINGRANELLI
4028 GYPSUM HILL RD
HAYMARKET VA 20169
Metro Bank
3801 Patton Street
HeMsburg PA 17111-1418
1-888-937-0004
mymetrobank.com
We're bare 7 days a week, 24 hours a day at 1.888.937.0004.
50 PLUS CHECKING 0536971732
_~
illll~
a
m
Check Transactions
Number Data Amount Number Date Amount Number Date Amount
1107 02/29 582.49
Items denomd with an'E' era electronic entries arM wgl not have a check image. Items denole0 vriyl an "' irsiicete pn>cessed checks oW of seGUBm~e.
Interest Summary
is cycle Paps 1 of 9
NOTF ~ RFF RFVFRRF SIrIF FOR IMPORTANT INFORMATION Memhwr FOIE: B21°O sou mrn
Transactions By Date
03N3N2 EXCPTFORCEDR Orwti a+' ~ 574.18 :14,800.32
METRO
BANK
>02051 7489084 001 092140
ANNE BUCHANAN CINGRANELLI
4028 GYPSUM HILL RD
HAYMARKET VA 20169
Metro Bank
3801 Paxton Street
Harrisburg PA 17111-1418
1-888-937-0004
mymeVObank.com
~c. h ed~-~--'
~e Y~ ~~
We're here 7 days a week, 24 hours a day at 1-888.937-0004.
Transactions By Date
+~
Data Deseri lion Debit Credit Balance
Interest Summary
Fees Summary
15 Cycle Page10f2 ezino eou onn
NOTE ~ RFF REVERSE SIDE FOR IMPORTANT INFORMATION Memher FDIC
For your convenience, a summary of overdraft and returned item fees appears on your monthly statement. Please note that the overdraft fee
summary includes non-sufficient funds tees, uncollected funds fees and unavailable funds fees. The summary does not reflect refunded a valved
ttems credited to your account.
' ' .MAY. 30. 2012 L9: 02AN1et
.~,.. .
XFINITY Connect
Contract Values
From :Mme Rmta eafelda~nwtlk,0oma
~MJeee : oolmad: Values
To : hro0nana@OOrtICasLneC
Aleda, here are the numbers HOm 1nteAmY
N0. 646~`P. 21
t Pont sits
~~h Cr
iue, May z9, ao12 os:oi PM
ppntradNaLask40'~ta Value
;124,643.83 Z +e rn ~2
7012 ;132,409.01 Tt c ~"` ~ 3
3089 6263x159.92 ~+e m~ :
7011
I was told by IrIte9Alyr then: b n0 p~ ee "Slmender VaWe" they base the diehtbutlglc 011 tl19 wrrent OaldtaCt wlale.
let me plow If you rmed anytNrp el6e.
1}Ia11k you,
Anna Ferris
Sales MefataM
NortheKlt RrIxlt4al Grout
200 SprinO Sheet
Suite 120
NerrldOn, VA 20170
703-810.1072x107
boo-2~a1s6 x 107
tmc7IXD810.1079
~omaohd!lc,mm
Nor8lwtet pYlancial Group b a re¢ahned invaatmtimt odvaor and rcgletlyad /fir mamba F7NRA/3IVG Sanultlea Offered
OOnb~ed I~rtllrreBt Rrwlclal Gro1p~1ef0r aaxurideaaleutanae dnaas ao L,PI. RrHtaaal. ~ I aOlYahs. LPL Rnandal has
The llrvecurlelt Products sob ttunu9h LPL FrercW aro trot rowed WorOnVest Fedenll Celt Cation dapmpa and art not Nl1JA lrrurad.
Thee prodlals n not Or NoAhaveat Federal pdrc Union and aro not aMoned,lecomnlendad, ar gwranteed tH Northwest
FederN CedR Unpn ar a1ry partrtVnetd apancY. ~ value al' OM inwxa<11eM may flume, the tetum on the invaaUnellt p not
guerardaad, en4 the loan of pAndpal ie passlbll.
The N1fOrrr1a11011 OOntained p this mall meaeape p tlein9 tranetrYlhed t0 eaM a Ineended far the use of only tl1e IndlYxllnl~ «rc is
addreNed. ff QIe leader of ihh mewOelblR'd. ff tr0u ra0dved thk rlleaaa0e in enotr W~feiahd~~ dde~te~r
mpyilg OF Chia nllMaQ6 t5 ahfUlY P~
http://sz0028.wc.mail.comcast.net/zimbra/h/printmessage?id-27... 5/29/2012
®Integrity Life
~ Insurance Company
A member of Western & SouMem Financial Gmup
Owner
ANNE CINGRANELLI
GO ALECIA BROGNANO
4028 GYPSUM HILL RD
HAYMARKET, VA 20169-0000
M U a age
n ua to me of unt
8/0 ~ ~ - 1 /2
Representative Information Phone: (703) 810-1072
RUSSEL A. CESARI Lt
200 SPRING ST 5Gh ~ ?/
sTE 12o y,~ ~m
HERNDON, VA 20170
Account Change
Beginning Account Value $118,134.89 $100,000.00
Contributions $0.00 $0.00
3.sz Withdrawals $0.00 $0.00
Chazges and Adjustments $0.00 $0.00
Interest Credited $3,544.33 $21,679.22
Total Change $3,544.33 $21,679.22
Benefit Value $121,679.22
lar YTD Contributions $0.00
If you have any questions concerning your annuity, refer to your convact, or consult with your financial representative. Please contact us
immediately if you feel this statement is in error. If we aze not notified within 30 days of the date of [his statement, we will not be
responsible for any errors. Our Customer Service Team can be contacted at 1.800.325.8583. Our mailing address is Integrity Life
Insurance Company, P.O. Box 5720, Cincinnafl, OH 45201-5720. Express mail should be sent to integrity Life Insurance Company,
400 Broadway, Cincinnati, OH 45202. Faxes should be sent to 1.888.220.2672
Visit our website at www.integritycompanies.com or email us at service@integritycompanies.com
Integrity Life Insurance Company ~ 400 Broadway •Cincinnafl, OH 45202
- - - Projected value assuming no withdrawals, loans or transfers,
if permitted.
Integrity Life
~ Insurance Company
A member of Western & Southern Financial Gmup
Owner
ANNE CINGRANELLI
C/O ALECIA BROGNANO
14089 CLATTERBUCK LOOP
GAINESVB,LE, VA 20155-4485
Account Change
M U a age
n ua to me of tint
8,/1 10 - 5/2 1
Representative Information Phone.• (703)810-1072
RUSSEL A. CESARI SLh ~ 3
200 SPRING ST
STE 120 ~,pe,~`'
HERNDON, VA 20170
Beginning Account Value $121,722.03 $100,000.00
Contributions $0.00 $0.00
Withdrawals $0.00 $0.00
Chazges and Adjustments $0.00 $0.00
Interest Credited $5,903.52 $27,625.55
Total Change $5,903.52 $27,625.55
Death Benefit Value $127,625.55
Calendar YTD Contributions $0.00
If you have any questions concerning your annuity, refer to your contract, or consult with your financial representative. Please contact us
immediately if you feel this statement is in error. If we aze not notified within 30 days of the date of this statement, we will not be
responsible for any errors. Our Customer Service Team can be contacted at 1.800.325.8583. Our mailing address is Integrity Life
Insurance Company, P.O. Box 5720, Cincinnati, OH 45201-5720. Express mail should be sent to Integrity Life Insurance Company,
400 Broadway, Cincinnati, OH 45202. Faxes should be sent [0 1.888.220.2677.
Visit our website at www.integritycompanies.com or email us at service@integritycompanies.com
Integrity Life Insurance Company •400 Broadway ~ Cincinnati, OH[ 45202
- - - Projected value assuming no withdrawals, loans or transfers,
if permitted.
® Integrity Life
Insurance Company
A member o1 Weshm & Southern Financial Gmup
Owner
ANNE CINGRANELLI
C/O ALECTA BROGNANO
4028 GYPSUM HILL RD
HAYMARKET, VA 20169-0000
Account Change
01/01/2011 -08/01/2011
ntmtnmi _nan5i~ntt
M U a age
n ua to me of unt
/(1 10 - 1 /2 1
Representative Information Phone: (703) 8/0-1072
RUSSEL A. CESARI
200 SPRING ST ~Lr ~~~
STE 120
HERNDON, VA 20170 ~j ~m
Beginning Account Value
aaa Contributions
Withdrawals
Chazges and Adjustments
Interest Credited
Total Change
Death Benefit Value
Calendaz YTD Conh
$245,085.37 $200,000.00
$0.00 $0.00
$0.00 $0.00
$0.00 $0.00
$9,803.41 $54,888.78
$9,803.41 $54,888.78
$254,888.78
$0.00
If you have any questions concerning your annuity, refer to your contract, of consult with your financial representative. Please contactus
immediately if you feel this statement is in error. If we aze not notified within 30 days of the date of [his statement, we will not be
responsible for any errors. Our Customer Service Team can be contacted at 1.800.325.8583. Our mailing address is Integrity Life
Insurance Company, P.O. Boz 5720, Cincinnati, OH 45201-5720. Express mail should be sent to Integrity Life Insurance Company,
400 Broadway, Cincinnati, OH 45202. Faxes should be sent to 1.888.220.2677.
Visit our website at www.integritycompanies.com or email us at service@integitycompanies.com
Integrity Life Insurance Company ~ 400 Broadway • Cincinnati, OH 45202
- - - Projected value assuming no withdrawals, loans or transfers,
if permitted.
~ch
Nelsen Funeral Home -Ashland = fG/Yl ~ . ~
412 S. Washington Hwy
Ashland,VA 23005
'(804)798-8369
Mrs. Alecia Brognano Funeral Expenses of, Mrs. Anne Buchanan Cingranelli
4028 Gypsum Hill Road Date of Death 3/7/2012
Gainesville,VA 20155 Date of StatemenC. 4/20/2012
Case Number A201200451
Professional Services
Basic Services of Funeral Director and Staff 1695.00
Cosmetology Dressing & Casketing 165.00
Embalming of Normal Remains 545.00
Miscellaneous Service 300.00
Receiving Remains from other Funeral Home 0.00
2,705.00
Use of Faeilhles
Facilities & Staff Chapel Service 460.00
460.00
Automotive Equipment
Additional Mileage Charge 459.30
Use of Flower Vehicle 115.00
Use of Hearse 275.00
',Ise of LeadlService Car 115.00
Transfer of Deceased Into Our Care 375.00
1,339.30
Merohandlse
$200 Flower Arrangements 250.00
Gdd Cross Memorial Package 165.00
Woodhaven Pecan Casket - 205162 3545.00
3,960.00
Cash Advances
Death Certificates 10 Q 6.00 = 60.00
Newspaper Notice -Out of State Paper 184.80
Newspaper Notice - Out of State Paper 308.57
Newspaper Notice - RTD 600.80
1,152.17
Tax Group
Sales Tax 198.00
198.00
Total Charges 9,814.47
Adjustments
Preneed Adjustment -1260.00
-1,260.00
Payments
Amertcen Memorial ck#805308 3/30Y2012 -7217.02
-7,217.02
Total Payments x,477.02
Balance Due 1,337.45
Account Inq~liry --~
G ~ ~ --
Resldenb Cingranelli, Anne E. (73648VAL)
Trans Oatn: thru 4012012
Entry paESS: thru 4/18/2012
Payne: Private Pay
Plans: All
Op0ora: Prior Period, Summarizatan
Collection NoOes Biq Holds
Account inquiry • Open kam
~y+~,n
Period Payer Snvks Untb Charpss P ~~ Bahna Coins To Dabll
2/2012 8)
Private Pay - Pnvate Pay ,AL Meal 2 1000 1000 0.00
Fab 2012 Tobb
_ _10
_._ 10.00 _ 0.00
~i'~~.~~~ ~ _. 4019 y ~ 5
11
I8/20 f
ILPrivate Pay- PPM AL ~Asaiated Livi Room and Board(AMV AL
L1) ~
3 ~
fi35.50
535.50
0.00'
~
-___
I r w _
~~
~
012' D11 Private Pay -PPM AL /heisted Livin Room and Ooard(L4) ~ 27 6,021.0
- 6,021.00
- 0.00 + _ w
X8/2011 Private Pa -PPM AL Pa ent( n CrediQ I 0 0
~ 0.00 0.00
2011 Touts: 0.558. 8.888.80 OAO
912011 Private Pa - PPM AL Asalsted Livi Room and Board(Ld} I 30 6,690.00
r 6,690.00
- -..~ _. 0.00,
.~_BM/ Touts: B,MQAO• ~,Mda9i 0.001
1012011 Private Pa -PPM AL Assisted Livi Room and Board(40} 31 8,913.00 8,913.00 0.00 !
Oct 2011 Tr~b: 6,012 8,91A00 0.00'+
11 /2011 Private Pa -PPM AL Beau /Barber(82100) 3 89.00 89.00 0.00
1 t /2011 Private Pay - PPM AL Assisted Livin Room and Board L4 30 8,890.00 6,690.00 0.00
Nov 2011 Tobb: 8,789.0 8,7.00 0.00
12/2011 Private Pay -PPM AL Beauty/Barber(82100) _ 2 36.00 36.00 0.00 __
12/2011 Private Pa -PPM AL Assisted Livl Room end Board(L4) 31 8,913.00 8,913.00 0.00
Dec 2011 TotaN: 8,959.00 8,1i/9A0 0.00
1/2012 Private Pa -PPM AL BeautyBarber(82100) 2 37.00 37.00 0.00 __ Yxtw ':
1/2012 PrivaN Pay -PPM AL fisted Living Room and 8oard(L4 31 7,223.00 7,223.00 0.00
Jan 2012 Tobb: 7,250.00 7,280.00 0.00
'2/2012 Private Pey -PPM AL Bea Barber(82100) 2 34.00 34.00 0.00 w
2!2012 Private pay - PPM AL aisied Living Roan and Board(L4) 29 6,757.00 6,757.00 0.00 __
'212012 Private Pay -PPM AL Pa mem(Open Credk) 0 0.00 -24.00 24.00
Fsb2012Totab: 8,791A0 8,787.00 24.00 __
312012
3 Private Pey -PPM AL NSF Fea(98251) 1 25.00 0.00 25.00 __
!2012 Private P - PPM AL Assisted Livin Room end Board(L4
Mar 2012 Tofak• 8 1,398.00
1
425.00 0.00
000 1,3!38.00
1,422J10
v
i Y ,
~' Psyn-Wan ~ . CMr0as I rem G aa3ma ~
1~t~T Bethany Village
~ 3S Wesley Drive f^
Mechanicsburg, Pp 17055 ~(~r ` 1
k~'~
Alecia Brognano
4028 Gypsum Hill Road
Haymarket, VA 2D169
~~~gE SE
T
Page:
Cingranelli, Anne E.
PLEASE DETACH AND RETURN UPPER PORTION WITH YOUR REMITl'ANCE 05/07/2012
Cingranelli, Anne E. Assisted Living
~.. ... w
~, :~ .
-~
• ~ N ~in
0 ~~~
LAST NZLL AND T1lSTA1[Sli'1' ~~ ~ ~-.::c
~, y ( .~ l1
~~ r V~ ~ N r 1y.:
C.7 ~
71D11iE 8. CINGAAIIELLI ~$~ =~` ~ ~ ~';
r~ ~v
-~ V'
I, ANNE E. CINGRANELLS, of the County of HenricEP,
Virginia, declare this to be my Last Will and Testament and
hereby revoke any and all other Wills or codicils heretofore
made by me.
ARTI4L8 I
ebts and_Ta
I direct ray Executor to pay my just debts, funeral
expenses (including the cost of a marker for my grave) and the
expenses eonneeted,with the administration of my estate. My
Executor shall pay from my residuary estate all estate,
inheritance and like taxes upon or with respect to any
property which ie required to bs included in my gross estate
for such tax purposes, whether passing under this Will or
otherwise without apportionment to or reimbursement from any
recipient of any such property.
ARTICLS II
T.„Ra t.~ a i+ersonai PronertY
I will leave a written list providing for those items of
tangible personal property that T want to be distributed to
particular recipients. The list may or may not specifically
refer to this Will. The list will be in existence at the time
of my death; the list may be prepared before or after the
Vp
1
Z 'd Sl9'ON Wd0§~9 bIOZ'l 'N~f
execution of this will. The list will be dated and signed by
me. MY Executor shall follow such list. If I do not 1Bava a
list, or the list is incomplete, then the remaining tangible
personal property shall be distributed to my Husband, JOHN
CINGRANELLI, SR., (hereinafter referred to as "my Husband"),
if he su'r'vives me. If my Husband does not survive ma, then
such property shall be divided by my Executor in equal shares
as practicable and distributed to my descendants p~ stirpge
who survive my Husband and me, unless specifically provided
elsewhere in this Will. If any suoh descendant is a minor, my
Sxacutor may deliver such beneficiary's share to any adult
with whom suoh descendant then resides and the receipt of such
adult shall be a full discharge of my Executor; provided that
my Executor in his discretion may sell any of such property
which h~ deems not appropriate to be distributed to any
beneficiary and add the proceeds therefrom to my residuary
estate.
All insurance policies on suoh tangible personal property
shall pass with such tangible personal property, including the
rights thereunder.
1~tTICLE III
Raaidaaae
I devise to my Husband, if he survives ma, all my
,Q G ~ interest, whatever it may be, in real estate which my Husband
~+~_~ and i are using as our home at the time of my death. If such
1Jk~
2
s a y~9 oN wdoy~9 a~oa ~~ ~N~r
real estate at the time of my death is subject to a lien,
mortgage or deed of trust, my 8xecutor shall not be required
to exonerate it from such lien, mortgage or deed of trust, or
any oontraat or note pertaining thereto, but if the
adminiattatfon of my estate will thereby be unduly delayed, my
Executor shall have authority to exonerate suah real estate
Prom such lien, mortgage or deed of trust without obligation
to seek contribution for any such payments from any person
interested or jointly liable therein. IL my Auaband does not
survive me, such real estate shall peas as part of my
residuary estate as hereinafter provided.
Anxx~L~ sv
Residuary Hlatate
All the rs:t, residue and remainder of my estate, oP
every kihd, wherever located and however held, herein called
my "residuary estate", I devise and bequeath to my Husband, if
he survives me. If my Husband does not survive me, then I
devise and give my residuary estate to our ohildrsn in five
equal shares, and as of the data of this mill our children
are:
ALECIA A. S120GNANO currently residing at 14975 Alexandras
Grove Drive, Asburn, Virginia 20147,
JOHN CINGRANELLI, JR. currently residing at 119 Daytona
Avenue, Albany, New York 12203,
,~,/~ RICHARD LEE CINGRANELLI currently residing at 38 Saybrook
PAY Drive, Latham, Nsw York 12110,
yz~:
3
ti .d 5~9 ~oN wvo5~9 a~oa ~~ ~N~r
aF~
-~4~-
_C6.
JUDITH DUDLEY currently residing at 3 Hillcrest Driva,
Tyngsboro, Massachusetts 01879, and
CAROL L. CINGRANELLi currently residing at 236 Green bane
Driva, Clamp Hill, Pennsylvania 17011.
in the event that JOHN CINGRANELLi, JR. doss not survive
my Husband and me, his share shall be divided among those of
our children wha do survive us. In the event any other of our
children do not survive my Husband and me, hie or her share
shall be distributed to his or her children (our
grandchildren), provided that if any of such grandchildren are
under the age of 21, then that grandchild's share shall be
held in a uniform for Transfer to Minors Act Aocount until
such child reaches the age oP 21, and the custodian under such
account shall be selected by my Executor at the time of such
distribution. if such deceased child leaves no surviving
children (our grandchildren), then his or her share shall be
divided among the other oP our children who survive my Husband
and me.
Tn the event that 2 have made any loans to my children or
grandchildren or gifts to my children or grandchildren prior
to my death, my Executor shall not Consider sash loan as a
debt and collect it, nor consider the loan or gift as an
offset against that child's or grandchild's share oP the
estate.
The phrase "doss not survive" shall mean does not survive
Por a period of three (3) months after the data of the death.
4
§ 'd § l9 'oN
wdos~9 a~oi ~~ 'Nor
1 I,
~scLS v
A ~'C
a ~ +...®eus Heath
If my Husband and i die and®r airaumatanaes where there
is no sufficient evidence that we have flied other than
simultaneously, it shall be presumed, for the purposes of this
will that i survived him.
urrxcz~ v=
nwvmra of ALt11OriSitiOII
My Executor is authorized to exercise all powers granted
fiduciaries under Section 64.1-57 of the Code of Virginia as
in effect on the date this Wi11 is executed, which Section is
hereby made a part of and incorporated in this Will by
reference and also to exercise the power to make any elections
allowed by law which may result in an overall tax savings for
my estate, without adjustment to any income or principal
interest with respect thereto. Any provision contained herein
or in such Section shall not relieve my Executor from using
prudence and reasonable diligence in the exercise of their
authority.
My Executor is authorized to transfer any shares of this
estate Eor the benefit of a minor to a custodian under the
Uniform Transfer to Minors Act of Virginia or of such state
wherein such minor beneficiary resides with the beneficiaries
to receive the principal at age 21.
5
9 'd 5l9 'ON
wvt5~9 z~oz'~ 'Nor
R3tTIGL6 Vii
sYSautor
I nominate my Husband JOHN CINGRANELLI, SR. as my
8xecutor, and request that no surety bs required on his bond.
In the event that my Husband shall not serve or continue to
nerve, then T nominate my daughter ALECI?, A. BROGNANO as my
Executor, and request that no surety be required on her bond.
In the event that she shall not serve or continue to serve,
then I nominate my daughter CAROL L. CINGRIINELLI as Executor
of mY estate and request that no surety bs required on her
bond as suoh. MY daughters shall carve without fee, but shall
be compensated Por any expenses including professional advice
Prom attorneys, accountants or appraisers.
My Executor shall b6 entitled t4 ohargs Par such expenses
as travel, overnight lodging, postage and long distance
telephone and facsimile costs oP my individual executors as
proper expense charges against my estates any cost oP storage
of, insurance on or transportation in distribution of my
personal property incurred while my estate fs open shall be
proper expense charges against my estate.
I request that no appraisement be required oP my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and Baal
EC
~, i
to this Will consisting of seven (7) typewritten pages, in the
6
~ 'd s ~ 9 ~oN
wd~5~9 a~oa ~~ ~N~r
margin of each but this page, I have written my initials, ail
on this ~ day of May, 2000.
(SEAL)
ANNE E. CINf3RA! LLI
We, the uridesigned, da hereby certify that ANNB E.
CINGRAN$LLI has signed, sealed, acknowledged and declared the
foregoing paper as and for her Last Will and Testament in the
presence of us, two competent witnesses who, in her presenoe
and at leer request, and in the presence of each other, all
present together at the same time, have subsoribed our names
below as attesting witnesses, all on this ~, day o! May,
2000.
(Addresses)
STATB OF VIRGINIA,
'~i~3t/COl7NTX OF }{El1//Ld , to-Wit:
Before me the undersigned authority, on this day
personally appeared ANNE E. CINGRANELLI /~a~a.¢rf ~..
~1, olb.4Q.Ne and !1lk.~tPid ~R. t~aan known to me
to be the Testator and the witnesses, respectively, whose
names era signed to the nttached or foregoing instrument, and
all oP these persons being by me first duly sworn, ANNE E.
,the Testator, deolared to me and to the witnesses
in my presence that said instrument is her Last Will and
Testament and that she had willingly signed or directed
another to sign the same Por her, and executed it in the
7
8 'd §l9 'ON Wdl§~9 dlOb'l 'N~f
~ ~
presence of such witnesses as her free and voluntary act !or
the purpose therein expressed; that suah witnessaa stated
before ms that the foregoing Will was executed and
acknowledged by the Testator as her Last Will and Testament in
the presence of such witnesses who, in her prassrice and at her
rec,~uest, and in the presence of each other, did subscribe
their mamas thereto as attesting witnesses on the day of the
date of such will, and that the Testator, at the time of
execution of such Will, was over the age of eighteen (1$)
years and of sound and disposingnmind and(~me~mlory.
/~a!yt~ G , uvn.Wi
ANNE E.~CINGRANELL~~
wetness
witne s
Subiscribed, sworn and acknowledged before me by ANNE B.
~GRANBLLI the Testator, subsorib and awo n before me by
f5a~r~~ %~el~/y~( . Arid (~,~t~`iC R ~`n
the witnesses, this L(t.~! day of May, 2000.
My commission expires: ed fl+,p~o~~
,e, l~l. /r~aa./
N cry Public
This Last will and Testament was prepared by Robert L.
Dolbenre, P.C., Attorney at Lnw, ICoger Executive Center, 8002
Discovery Drive, Suite 101, Box It-3, Richmond, Virginia
23288.
8
6 'd S l 9 oN
wv~y~9 z~oa ~ ~N~r