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1505610140
1500 EX `°'_'°'
-' REV
- OFFICIAL uSE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
Po Box 280601 INHERITANCE TAX RETURN 2 1 1 2 0 1 0 9
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Deat h MMDDYYYY Date of Birth MMDDYYYY
5 2 0 1 2 0 6 1 4 1 9 3 1
Decedent's Last Name Suffix Decedent's First Name MI
S A N T O R O F R A N K D
(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
o 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
0 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
B E N J A M I N J B U T L E R 7 1 7 2 3 6 1 4 8 5
REGISTER OF WILLS USE O~
n ~..a
~."t
First line of address ~ ~; =;-j ,C r.~~
1 0 0 7 M U M M A ~` w
R O A D ~ ~~
~
~ `~' ~ ~ ._.. :73
Second line of address
~' ~
_
DATE F1`~D -- ~ e
~
~ rtr-~
City or Post Office State ZIP Code _
__ ---~
~ cs `~~
L E M O Y N E
.c-
P A 1 7 0 4 3 '
Correspondent's a-mail address: LAWYERS(cf~,BUTLERLAWFIRM.COM
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN EiOF PERSON ESP FOR ENdAMG RETURN DATial I ~ ~ iI ~--
803 MAND~' ANE CAMP HILL PA 17011
SIGNATURE OF EP THE AN SENTATIVE DATE
~_ ~~`~2_
1007 MUMMA ROAD, SUITE 101 LEMOYNE PA 17043
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140 1505610140
1505610240
REV-1500 EX Decedent's Social Security Number
Decedent's Name: FRANK D• SANTORO
RECAPITULATION
1. Real Estate (Schedule A) ......................................... .. 1.
2. Stocks and Bonds (Schedule B) .................................... .. 2. 5 9 7 0 . 8 9
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3.
4. Mortgages and Notes Receivable (Schedule D) ........................ .. 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 2 2 4 3 . 3 4
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6.
7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property
S
h
d
l
G
~ S
2 6
~
9
3
9
0
(
c
e
u
e
)
eparate Billing Requested ..... .. 7. .
8. Total Gross Assets (total Lines 1 through 7) ......................... .. 8. 3 5 0 0 8 • 1 3
9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9•
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule 1) ............. 10.
11. Total Deductions (total Lines 9 and 10) ............................... 11.
12. Net Value of Estate (Line 8 minus Line 11) ........ ........... ....... .. 12•
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) .. ........... ....... .. 13•
14. Net Value Subject to Tax (Line 12 minus Line 13) .. ........... ....... .. 14.
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 _ 0 0 0 15.
16. Amount of Line 14 taxable
at lineal rate X .045 1 1 1 8 4. 1 8 16.
17. Amount of Line 14 taxable
at sibling rate X .12 0 0 0 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0 0 0 18.
19. TAX DUE ......................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505610240
1 6 8 3 0. 4 7
6 9 9 3. 4 8
2 3 8 2 3. 9 5
1 1 1 8 4. 1 8
1 1 1 8 4. 1 8
D. 0 0
5 0 3. 2 9
0. 0 0
0. 0 0
5 0 3. 2 9
1505610240
.EV-1500~EX Page 3
decedent's Complete Address:
DECEDENT'S NAME
FRANK D. SANTORO
STREET ADDRESS
1000 West South Street
File Number
21 12 0109
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1• Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments -
B. Discount
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 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(1) 503.29
Total Credits (A + B) (2)
(3)
0.00
(4) 0.00
(5)
503.29
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; ........................... .... ^ X^
c. retain a reversionary interest; or ............................................................................................ .... ^ X^
d. receive the promise for life of either payments, benefits or care? ................................................... .... ^ 0
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................................................................... .... X^ ^
3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ..... .... ^ X^
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
3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax 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 for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 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 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(1.2) [72 P.S. §9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, unde
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1503 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 6
STOCKS & BONDS
ESTATE OF FILE NUMBER
FRANK D. SANTORO 21 12 0109
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 171.00 shares MetLife, Inc. (MET) @ $34.9175 5,970.89
TOTAL (Also enter on line 2, Recapitulation) I $ 5 970 89
(If more space is needed, insert additional sheets of the same size)
2EV-1508 EX+ (11-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF; FILE NUMBER:
FRANK D. SANTORO 21 12 0109
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Ambler Savings Bank -N.O.W. Checking Account No. 001-3080585 286.56
with accrued interest of $.50
2. Ambler Savings Bank -Savings Account No. 00-17004534 382.70
with accrued interest of $.06
3. 2011 1040 -Refund 1,285.00
4. 2012 1040 -Refund 16.00
5. MetLife, Inc. -Dividend with record date before death but payable after death 253.08
6. Fulton Bank -Checking Account 20.00
TOTAL (Also enter on Line 5, Recapitulation) I $ 2 243 34
If more space is needed, insert additional sheets of paper of the same size
REV-1510 EX+ (08-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
FRANK D. SANTORO 21 12 0109
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
DUMBER DESCRIPTION OF PROPERTY
INCIUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENiAND
THE DATEDFTRANSFER.ATTACHACOPYOFTHEDEEDFORREALESTATE.
DATE OF DEATH
VALUE OF ASSET
%OFDECD'S
INTEREST
EXCLUSION
(IFAPPLICABLE)
TAXABLE
VALUE
1. Ambler Savings Bank -IRA Account No. 00-18104707 22,793.90 100.00 22,793.90
Beneficiaries: Frances Ann (Santoro) Thomas, Nancy Alberta
(Santoro) Schappell and Madeline Marie (Santoro) Reilley [all lineal]
2. Cash transfer to Frances Ann (Santoro) Thomas within 1 year of death 5,000.00 100.00 3,000.00 2,000.00
3. Cash transfer to Madeline Marie (Santoro) Reilley within 1 year of death 5,000.00 100.00 3,000.00 2,000.00
TOTAL (Also enter on Line 7 Recapitulation) I S 26 793 90
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (70-09)
' pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
FRANK D. SANTORO 21 12 0109
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hetrick-Bitner Funeral Home, Inc. 3,973.13
2. Urban Funeral Home, Inc. 5,173.00
3. Headstone 600.00
4. Flowers 512.00
5. William Penn Inn -Funeral Reception 1,739.64
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City State ZIP
Year(s) Commission Paid:
2, Attorney Fees: Butler Law Firm
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant
SVeet Address
4.
5.
6.
7.
8.
9.
10.
11.
12.
City State ZIP
Relationship of Claimant to Decedent
Probate Fees:
Accountant Fees:
Tax Return Preparer Fees: 2010 1040 and PA-40; 2011 1040 and PA-40; 2012 1041 and PA-41
Cumberland Law Journal -Estate Advertising
The Sentinel -Estate Advertising
Cumberland County Register of Wills -Additional Short Certificates
Notary Fee
Photocopies
Cumberland County Register of Wills -Filing Fee
3,720.00
183.50
5 85.00
75.00
221.40
12.00
5.00
0.80
30.00
TOTAL (Also enter on Line 9, Recapitulation) 3 16,830.47
If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ (12-OS)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
FRANK D. SANTORO 21 12 0109
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Sarah A. Todd Memorial Home 6,502.12
2. Cumberland Goodwill Fire Rescue EMS 41.66
3. I West Shore EMS
4. Carlisle Hospital
5. (Miscellaneous Medical Bills
221.78
78.67
149.25
TOTAL (Also enter on Line 40, Recapitulation) I $
If more space is needed, insert additional sheets of the same size.
2EV-1513 EX+ (01-10~
pennsylvania ~ SCHEDULE J
DEPARTMENT OF REVENUE
BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
FRANK D. SANTORO 21 12 0109
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSONS} RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).)
1. Madeline Marie (Santoro) Reilley Lineal 4,394.73
921 Van Sant Lane
Ambler, PA 19002
2. Frances Ann (Santoro) Thomas Lineal 4,394.73
105 Regiment Court
Ft. Washington, PA 19034
3. Nancy Alberta (Santoro) Schappell Lineal 2,394.72
803 Mandy Lane
Camp Hill, PA 17011
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN:
1.
1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed, use additional sheets of paper of the same size.
LAST WILL AND TESTAMENT
OF
FRANK D. SANTORO
I, Frank D. Santoro, of 501 Bellaire Avenue, Fort Washington ,
Pennsylvania, 19034, do make, publish and declare the following as and for my
Last Will and Testament, hereby revoking and making null and void any and all
Wills and Testaments or Writings in the nature thereof, or Codicils at any time
heretofore made by me.
FII2ST: I direct that all my just debts, not barred by the statute of
limitations, and the expenses of my last illness and funeral shall be paid as soon as
practicable after my death as a part of the expenses of the administration of my
estate.
SECOND: I give the rest, residue and remainder of my estate, of
whatsoever kind and wheresoever situate, to my wife, Madeline Marie Santoro,
absolutely.
THIl2D: Should my wife, Madeline Marie Santoro, predecease me or die
'~ ~
on or before the thirtieth (30 )day following my death, then and in such event, the
residue of my estate of whatsoever kind and wheresoever situate, is to be
distributed as follows:
A. Tangible Personal Property: I give all my tangible personal
property including, but not limited to, any and all automobiles, household furniture
and furnishings, clothing, jewelry and all personal effects used by me about my
person or home, together with all policies of insurance thereon, in equal shares, per
stirpes, to those of my children, Madeline Marie (Santoro) Reilley, Frances Ann
(Santoro) Thomas and Nancy Alberta (Santoro) Schappell, who survive me by
thirty (30) days. In the event that any of my children shall not survive me and also
shall not be survived by descendants, then the share of any such child or children
shall be divided among the surviving children and the descendants of any of my
children who have not survived me; such descendants to take per stirpes, not per
capita. Any item of tangible personal property allotted to a minor may, as my
executrix thinks advisable, either be delivered to the minor (whose receipt
therefore shall be fully effective) or to any person to hold for the minor, or be sold
and the proceeds paid to my Trustee as provided in the FOURTH item of this Will.
I direct that the expense of packing, shipping, insuring and delivering any
such property to any beneficiary entitled thereto shall be paid by my Executrix as
an administrative expense of my estate.
~~ While this bequest is absolute, it is my wish that an memorandum I ma
Y y
leave addressed to my personal representative indicating my desire with respect to
the disposal of all or any of these items shall be regarded.
B. Residuary Estate: I give the residue of my estate, real and
2
personal, in equal shares, per stirpes, to those of my children, Madeline Marie
(Santo) Reilley, Frances Ann (Santoro) TLomas and Nancy Alberta (Santoro)
Schappell, who survive me by thirty (30} days. In the event that any of my
children shall not survive me and also shall not be survived by descendants, then
the share of any such child or children shall be divided among my surviving
children and the descendants of any of my children who have not survived me;
such descendants to take per stirpes, not per capita.
FOURTH: In order to avoid court proceedings for appointment of
guardians for. beneficiaries under the age of twenty-one (21) years (hereinafter
called "minors") or otherwise disabled, I direct that if any minor or any person,
who is, in the opinion of my executrix, disabled by advanced age, illness or other
cause, becomes entitled to any distribution hereunder, such distribution shall be
held in a separate trust by my Trustee, to pay so much of the income or principal or
both as is deemed necessary in the sole and absolute discretion of my Trustee for
the health, education (including trade, vocation, and college education), support
~- ;1 and maintenance of such beneficiary or his or her dependents, for those purposes
- (by paying bills directly or by payments to the beneficiary, his or her guardian, or
any person or organization taking care of the beneficiary), provided that the net
income shall be paid to or for the benefit of the beneficiary at least annually, and
the balance of such income or principal shall be invested and held by my Trustee
and shall be paid to the minor when he or she attains the age of twenty-one (21)
years or to a disabled person when he or she, in my Trustee's sole and absolute
opinion, becomes free of disability.
FIFTH: If my Trustee, in her sole discretion, determines that it is
impractical to administer any fund held hereunder as a trust, my Trustee, without
further responsibility, may pay the fund to the person then eligible to receive
income from it. If that person is a minor or is, in my Trustee's opinion, disabled
by advanced age, illness or other cause, my Trustee may pay the fund to the
guardian of the beneficiary or to any person or organization taking care of the
beneficiary or, in the case of a minor, may deposit it in a savings account in the
minor's name, payable to him or her at age 21; provided that funds held for any
beneficiary shall be paid to his or her legal representative. My Trustee shall have
no further responsibility for any fund so paid or deposited.
/~
„~ SIXTH: Should any of my beneficiaries who survive me by thirty (30)
days be twenty-one (21) years of age or older at the time of my death, then the
Trust created in the FOURTH Item of this Will shall have no effect whatsoever.
SEVENTH: To the greatest extent permitted by law, before actual
payment to a beneficiary, all principal and income shall be free from anticipation,
pledge, or obligation of any beneficiary, and shall not be subject to attachment,
execution or any other legal process.
EIGHTH: All federal, state, and other death taxes payable on the property
forming my gross estate for that purpose, whether or not it passed under this will,
4
shall be paid out of the principal of my probate estate just as if they were my debts,
and none of those taxes shall be charged against any beneficiary.
NINTH: In addition to the authority conferred upon the fiduciaries by
law, my Executor and Trustee shall have the following powers with respect to both
principal and accumulated income, as well as other matters, and such powers shall
continue until distribution is actually made:
(a) To accept in kind and retain any real or personal
property which I may own at my death, and to invest in
and purchase any form of property, real or personal,
without restrictions to legal investments for fiduciaries.
(b) To purchase investments at a premium, and at their
discretion, to charge such premium on any investment
owned by me at my death, either to principal or income.
( c) To give proxies and to join in any merger, reorganization,
voting trust plan or other concerted actions of security holders
affecting investments.
(d) To sell at public or private sale, exchange or lease for any
period of time, any real or personal property, or to give options
for sales or leases at such prices or terms as they shall in their
sole discretion deem best.
5
(e) To borrow money and to mortgage or pledge any
real or personal property.
(fj To compromise claims.
(g} To distribute the property in kind.
(h) To conduct alone or with others any business in which I am
engaged or in which I have an interest at my death with all the
powers of an owner with respect thereto.
All powers, authorities and discretion granted by this Will shall be in
addition to those granted by law and shall be exercisable without court
authorization. All decisions under this Item shall be made in the sole discretion of
my Executrix and/or Trustee and shall be conclusive upon all persons concerned.
TENTH: I hereby nominate, constitute and appoint my wife, Madeline
Marie Santoro, to serve as Executrix of this, my Last Will and Testament.
In the event that my wife shall predecease me or fail to survive me by thirty (30)
days, then and in such event, I hereby nominate, constitute and appoint
(T' my daughter, Madeline Marie (Santoro) Reille , to serve as Executrix of m
Y y
estate.
ELEVENTH: In order to effectuate the provisions set forth in the
FOURTH Item of this Will, I appoint my daughter, Madeline Marie (Santoro)
6
Reilley as Trustee of any trusts established in the FOURTH Item of this Will. If
she is unable to act as Trustee, then I appoint her husband, John Reilley as
substitute Trustee.
TWELFTH: I direct that my Executor, Trustee and/or Guardians, as
well as their successors, shall not be required to give bond or post security for the
faithful performance of their duties in any jurisdiction in which they may act.
IN WITNESS WI~REOF, I have hereunto set my hand and seal this
~~ day of ~~~~, 2005.
~`~~
FRANK D. SANTORO
SIGNED, SEALED, PUBLISHED, and DECLARED, by the above-named
Testator, as and for his Last Will and Testament, in the presence of each other, the
said Testator executed the preceding instrument consisting of this and s'~
(~ }other typewritten pages, each identified by the signature of the Testator, also
done in our presence and in the presence of each other and we have on this day
hereunto subscribed our names as witnesses.
Name
Name
-~S ~ Vie. o~,~ ~1c~
Address ~~ ~ 03~
Address
7
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF MONTGOMERY
We, Frank D. Santoro, ~i;//LDP ~,q. ~c~~_, and
~~{~ ® ~~~, the Testator and the witnesses, respectively, whose
names are signed to the foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testator signed and executed this
instrument as his Last Will and that he signed willingly, and that he executed it
as his free and voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the Testator, signed the Will as
witness and that to the best of their knowledge, the Testator was at the time
eighteen years or age or older, of sound mind and under no constraint or undue
influence.
~,~ ~,
FRANK D. SANTORO
~~~ _
~ ~~
Subscribed, sworn to and acknowledged before me by Frank D. Santoro,
the Testator, and subscribed and sworn to before me by/~'Ni m~A.Sc~Att1~ and
~~~ ,witnesses,-this ~_ day of~~~~ ~~~' , 2005.
~~
~~
Notary Public
/~ T'atricia A. Zaff
/ ` District Justiceano
Montgomery Count
y District Court 3g_~'i0'4
My Commission Expires
g 1 °' Monday of January 2006
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http://finance.yahoo.com/q/hp?s=MET&a=00&b=13&c=2012&d=00&e=17&1=2012&g=d 3/20/2012
ENDORSEMENT OF ATTACHED CHECK CONSTITUTES RECEIPT IN FULL PAYMENT OF ACCOUNT AS SHOWN. RETURN IF INCORRECT: DETACH BEFORE DEPOSITING
' - ACCOUN - ~ -
T NUMBER AMOUNT
DESCRIPTION
$669.26 01/27/12 Check #:74587
Teller #: 53 WDR TO CLOSE
01-70-04534 $382.70
01-30-80585 $286.56
~~
BANK
Founded 1874
Form 1040 2011 FRANK SANTORO 207-24-7819 Pa e 2
Tax and ~ Amount from line 37 (adjusted gross income) ......................................... . 38 24 196 .
CredltS
Standard
Deduction
for - 39a Check ~ XBYou were born before January 2, 1947, 8 Blind. Total boxes
if: Spouse was born before January 2, 1947, Blind. checked ~ 39a
b If your spouse itemizes on a separate return or you were adual-status alien, check here ........ - 39 b
40 Itemized deductions (from Schedule A) or your standard deduction (see instructions) ..................
1
.
0
7
83 .
• P
l
h 41 Subtract line 40 from line 38 ........... ........
..................................... . 41 -12 987 ,
e w
eop
o
check any box 42 Exemptions. Multiply $3,700 by the number on line 6d .. ............................. . 42 3 700.
on line 39a or
39b or who can 43 Taxable income. Subtract line 42 from line 41.
If line 42 is more than line 41, enter -0 .......................................................
.
43
0 .
be claimed as a
dependent, see
instructlons 44 Tax (see instrs). Check if any from: a
b B Form(s) 8814 c 962 election
Form 4972 ..........................
.
44
0.
. 45 Alternative minimum tax (see instructions). Att ach Form 6251 ......................... . 45 0 ,
• All others: 46 Add lines 44 and 45 ............................................................... ~ 46 0,
Single or
Marri
d fil 47 Foreign tax credit. Attach Form 1116 if required ............ 47
e
ing
separately, 4g Credit for child and de ndent care ex enses. Attach Farm 2441..........
~ p 48
$5,800 49 Education credits from Form 8863, line 23 .................. 49
Married filing
jointl
or 50 Retirement savings contributions credit. Attach Form 8880.. 50
y
Quallfying 51 Child tax credit (see instructions) .......................... 51
widow(er),
$11
600 52 Residential energy credits. Attach Form 5695 ............... 52
,
Head of 53 Other crs from Form: a ~ 3800 b ~ 8801 c ~ 53 I
household,
$8
500 54 Add lines 47 through 53. These are your total credits ........ ..... .................... . 54
, 55 Subtract line 54 from line 46. If line 54 is more than line 46, enter -0 .................. - 55 0 .
Other 56 Self-employment tax. Attach Schedule SE ..................................................... . 56
Taxes 57 Unreported social security and Medicare tax from Form: a ~ 4137 b ~ 8919 ..................... . 57
58 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required ................. . 58
59a Household employment taxes from Schedule H ....................................... . 59a
b First-time homebuyer credit repayment. Attach Form 5405 if required .................. . 59b
60 Other taxes. Enter code(s) from instructions
--------------------
- 60
61 Add lines 55-60. This is your total tax ..................................................... - 61 .
0 .
Pa ments 62 Federal income tax withheld from Forms W-2 and 1099 ..... 62 1 285 .
If you have a 63 2011 estimated tax payments and amount applied from 2010 return........ 63
qualifying 64a Earned income credit (EIC) ...............................
h
ld
tt
h 64a
c
i
, a
ac
Schedule EIC. b Nontaxable combat pay election..... - 64b
65 Additional child tax credit. Attach Form 8812 ...............
65
66 American opportunity credit from Form 8863, line 14........ 66
67 First-time homebuyer credit from Form 5405, line 10........ 67
68 Amount paid with request for extension to file .............. 68
69 Excess social security and tier 1 RRTA tax withheld......... 69
70 Credit for federal tax on fuels. Attach Form 4136 ........... 70 - -
71 Credits from Form: a ~ 2439 b ~ 8839 c ~ 8801 d ~ 8885. 71
72 Add Ins 62, 63 64a, & 65-11. These are our total mts ......................................... - 72
Refund 73 If line 72 is more than line 61, subtract line 61 from line 72. This is the amount you overpaid ............... 73
74a Amount of line 73 you want refunded to ou. If Form 8888 is attached, check here - ~ 74a
- bRouting number........ XXXXXXXXXX - c T e: Checking Savings
Direct deposit? d Account number....... .
See instructlons.
75 Amount of line 13 au want a lied to our 2012 estimated tax ....... ~ 75
Amount 76 Amount you owe. Subtract line 72 from line 61. For details on how to pay see instructions ............... - 76
YOU OWe 77 Estimated tax penalty (see instructions) .................... ~ 77
1, 2
1,2
1,2
Third Party Do you want to allow another person to discuss this return with the IRS (see instructions)?........... X^ Yes. Complete below. ~ No
Designee Designee's Phone Personal identification
name - GREGORY H. DENK, CPA no. (717) 652-4952 number (PIN) - 82265
Sign Under penalties oP perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and
belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here Your signature Date Your occu anon Da ime hone number
Joint return? ' p ~ p
See instructions. RETIRED
Keep a copy Spouse's signature. If a joint return,,both must sign. Date Spouse's occupation ~f the IRS nt you an Identity
for your records. , Protection~IN,
enter d here (see insq
PrintlType preparer's name Preparer's signature Date Check it PTIN
Paid GREGORY H. DENK CPA self-employed P00180723
Preparer's Firm's name -DENK & ASSOCIATES PC
Use Only Firm's address - 4755 LINGLESTOWN ROAD STE 207 Firm's EIN - 25-1896394
HARRISBURG PA 17112 Phone no. (717) 652-4952
Form 1040 (2011)
FDIA0112L 11!07/11
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SAVINGS
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LENDER
BANK www.amblersavingsbank.com
founded 1874
STATEMENT DATE JAN 31 12
FRANK SANTORO STATEMENT NUMBER 0013080585
MADELINE SANTORO
SUMMARY OF YOUR DEPOSIT ACCOUNTS
ACCOUNT ACCOUNT ACCOUNT MATURITY
DESCRIPTION NUMBER BALANCE DATE
SAVINGS ACCOUNT 00-17004534 $ .00
TRADITIONAL IRA ACCT 00-18104707 $ 22,793.90 10/22/13
N.O.W. CHECKING 001-3080585 $ .00
TOTAL OF YOUR DEPOSIT ACCOUNTS $ 22,793.90
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