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Home My WebLink About08-31-12J 1505610105 REV-1500EX (02-11)(FI) ~, ~j: PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes ~""p"""T "`"`" County Code Year Fife Number PO BOX 280601 ~ INHERITANCE TAX RETURN ~' _ Harrisbur , PA 17128-0601 RESIDENT DECEDENT I I I ~~~ Z ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 12/04/2011 01 /27/1920 Decedent's Last Name Suffix Decedent's First Name MI Andreoli Ario (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 ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death O 4. Limited Estate O 4a. Future Interest Compromise (date of Prior to 12-13-82) O 5. Federal Estate Tax Return Required death after 12-12-82) O1D 6. Decedent Died Testate O (Attach Copy of Will) 7. Decedent Maintained a Living Trust (Attach Copy of Trust.) 8. Total Number of Safe Deposit Boxes 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 1-1-95) (Attach Schedule O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Linda Andreoli-Fanella (717) 620-8688 First Line of Address 1060 Windsor Road Second Line of Address City or Post Office Mechanicsburg State ZIP Code PA 17050 REGISTER OF WILLS USE ON~f' ~ ~ c,~> ~a ~ fTT i "~ G ~-, ~ , __ ~- - w cr C; C-,, ",.; DATE F,u'1`D ~. ,.,. t..i ~ C"~ ~_+C~ c _. r~ r _. r=f ~ -~-~ ~~ ti, c--~ ,: -t..~ -~~ ~. ~ f`ri ~.~ p -T~ Correspondent's a-mail address: 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 tru correct an complete. Declaration of preparer other than the per n I represents 've is based on all information of which preparer has any knowledge. IG A RE O RSq(~ RES NSIBLE OR FI RETURN ~ y( DATE .cis - 1060 Windsor Road, Mechanicsburg, PA 17050 DATE ~t~ 0 "" v~ Side 1 L 15056101D5 15D5610105 J 15D5610205 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: AriO AndreOli RECAPITULATION 1 . Real Estate (Schedule A) .......................................... ... 1. 228,200.00 2 . Stocks and Bonds (Schedule B) .................................... ... 2. 128,553.00 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. 406,338.00 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 45,915.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Pro er p ty (Schedule G) O Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 809,006.00 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 39,120.00 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ ... 10. 18,413.00 11. Total Deductions (total Lines 9 and 10) ............................... .. 11. 57,533.00 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 751,473.00 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. 751,473.00 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 .0 45 751,473.00 16. 33,816.00 17. Amount of Line 14 taxable at sibling rate X .12 17 18. Amount of Line 14 taxable at collateral rate X .15 18 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L, 1505610205 Side 2 1505610205 33,816.00 O REV-1500 EX (FI) Page 3 Decedent's Complete Address: Ario Andreoli STREET ADDRESS 98 N. 35th Street CITY Camp Hill Tax Payments and Credits: 1. Tax Due (Page 2, line 19) 2. CreditslPayments A. Prior Payments 28,500.00 B. Discount 1,425.00 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 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. File Number STATE ZIP PA 17011 (1) Total Credits (A + B) (2) (5) 29,925.00 (3) (4) 3,891.00 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 right 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" orpayable-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 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(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, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (O1-10) Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Ario Andreoli 21-11-1342 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• • 98 N. 35th Street, Hampden Township, Cumb. Co. (Parcel 10-21-0275-077 194,100.00 2~ • Undeveloped Adjoining Lot, Hampden Twp., Cumb. Co. (Parcel 10-21-0275-077A) 34,100.00 TOTAL (Also enter on Line 1, Recapitulation.) I $ 228,200.00 If more space is needed, use additional sheets of paper of the same size. REV-i5o3 EX+ (7-ii) ~ s~~; pennsylvania ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~IEDVLE B STOCKS & BONDS tsrwrE of FILE NUMBER Ario Andreoli 21-11-1342 All property jointly owned with right of survivorship must 6e disc~naad ~~ c.•ti~~~ia e -• •••..•.. ~,....... ~~ nccucu~ ~~~~r~~ auunionai sneers or the same size REV-1508 EX+ (11-io) Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC INHERITANCE TAX RETURN RESIDENT DECEDENT . PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Ario Andreoli 21-11-1342 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Members 1stFCU Savings Acct. 198256-000 3,805.00 Cert. of Deposit 198256-45 26,260.00 2 Fulton Bank CD No. 022-0220833 38,017.00 CD No.348-0371090 24,847.00 CD No. 348-0371094 16,564.00 CD No.348-0371813 18,132.00 CD No. 348-0371817 27,146.00 3 U.S. Treasury Direct 20,000.00 4 M& T Bank Checking Acct. No. 9843064750 20.00 CD Acct. No. 31003917267609 18,742.00 IRA Acct. 35004201748025 4,222.00 IRA Acct. 35004201748033 7,027.00 IRA Acct. 35004201748059 2,246.00 5 PNC Bank Checking Acct. No. 5140001374 5,755.00 Savings Acct. No. 5130105129 106,876.00 6 Graystone Bank CD Acct. 3000044143 44,316.00 CD Acct. 3000075363 25,770.00 CD Acct. 3000164984 15,288.00 7 Automobile, 1992 Lincoln Town Car, KBB Value 1,305.00 TOTAL (Also enter on Line 5, Recapitulation) $ 406,338.00 If more space is needed, use additional sheets of paper of the same size REV-isog EX+ (oi->o) ~~ i. pennsyLvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCNED~ILE F 70INTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Ario Andreoli 21-11-1332 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A• Ario Andreoli, Jr. 98 N. 35th Street, Camp Hill, PA 17011 Son Rita Andreoli 98 N. 35th Street, Camp Hill, PA 17011 Daughter B' Mary Jane Olson 3403 Bedford Drive, Camp Hill, PA 17011 Daughter Linda Andreoli-Fanella 1060 Windsor Road, Mechanicsburg, PA 17050 Daughter Ricardo E. Andreoli 505 Barbara Drive, Mechanicsburg, PA 17050 Son C. ]OINTLY OWNED PROPERTY: ITEM LETTER FOR JOIN DATE T MADE DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH % OF ' DATE OF DEATH NUMBER TENANT ]DINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET DECEDENT S INTEREST VALUE OF DECEDE[T'S INTEREST 1. A• 06/07/10 Membs 1st FCU Certificate of De osit No.198256-43 p 36,740.00 1/3 12,249.00 2. B. 06/07/10 Membs 1st FCU Certif. of Deposit No.198256-44 55,121.00 1/4 13,780.00 3. AB 01/23/04 PSECU S1 Savings Acct 16 00 1/6 . 3.00 4. AB 01/23/04 PSECU S52 Certificate 89,619.00 1/6 14,940.00 5. AB 01/23/04 PSECU S53 Certificate 29,649.00 1/6 4,943.00 TOTAL (Also enter on Line 6, Recapitulation) I $ 45,915.00 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) pennsylvania ~_ 7 DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ario Andreoli SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS FILE NUMBER 21-11-1342 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A• FUNERAL EXPENSES: I' Neil Funeral Home 9,152.00 Funeral Luncheon 2,334.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: State ZIP Z• Attorney Fees: 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) claimant Rita Andreoli and Ario Andreoli, Jr. Street Address 98 N. 35th Street City Camp Hill State PA ZIP 17011 Relationship of Claimant to Decedent Daughter and Son 4• Probate Fees: S• Accountant Fees: 6• Tax Return Preparer Fees: ~• Emergency Tree Service 98 N. 35th Street, Decedent's Residence, Aspundhi Emergency Roof and Spouting Repair, Decedent's Residence, Hackman Roofing Maintain Insurance on Decedent's Car Until Sale Maintain Fire and Liab. Ins. on Decedent's Residence, Nationwide Ins. Co. Fed. Ex. Delivery -Estate Related Additional Sheets of Paper TOTAL (Also enter on Line 9, Recapitulation) $ 8,000.00 3,500.00 754.00 4,200.00 339.00 289.00 670.00 33.00 9,849.00 39,120.00 If more space is needed, use additional sheets of paper of the same size. Estate of Ario Andreoli File No. 21-11-1342 Additional Sheet -Administrative Costs -Sch. H 7. (continued) • 2012 County/Twp. Real Estate Tax on Decedent's Residence • 2012 Cumb. Valley Sch. Dist. Real Estate Tax on Decedent's Residence • PPL electric service DOD to August 2012, Decedent's Residence • UGI gas service DOD to August 2012, Decedent's Residence $1714.00 • PA American Water Co. DOD to August 2012 Decedent's Residence $844.00 • Lawn Treatment at Decedent's Residence • Repairs/Inspection Decedent's Car for possible sale • Hampden Twp. Sewer/Trash Bill DOD to July 2012 • New Screen Door for Decedent's Residence • Replace Broken Garage Doors Decedent's Residence • Replace Lost title to Decedent's Car • Hedge Trimming at Decedent's residence Total Additional Sheet $492.00 $1892.00 $ 740.00 $589.00 $606.00 $465.00 $393.00 $1416.00 $23.00 $675.00 $9,849.00 REV-1512 EX+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Ario Andreoli 21-11-1342 Report debts incurred by the decedent prior to death that remained unpaid at the date of death_ I~~I~~d~~~ ~~~~osmti~~.~ea .,,sa:..,~ ...,_..____ .~ uw~c ~Na~e n neeueu, insert aaamonai sneers of the same size. REV-1513 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ~ BENEFICIARIES ESTATE 0F: FILE NUMBER: Ario Andreoli 21-11-1342 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY REDoTNot List Trustee(s~NT AMOOF ESTATE ARE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1• Rita Andreoli, 98 N. 35th Street, Camp Hill, PA 17011 Daughter 1/5th 2. Ario Andreoli, Jr. 98 N. 35th Street, Camp Hill, PA 17011 Son 1/5th 3. Linda Andreoli-Fanella, 1060 Windsor Road, Mechanicsburg, PA 17050 Daughter 1 /5th 4. Mary Jane Olsen, 3403 Bedford Drive, Camp Hill, PA 17011 Daughter 1 /5th 5. Ricardo E. Andreoli, 505 Bedford Drive, Mechanicsburg, PA 17050 Daughter 1 /5th ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF ARiO ANDREOLI t, ___. -;, _.l) ~ - _ I, ARID ANDREOLI, widower, of 98 North 35`~ Street Camp Hill (Hampderi'f~~iship;•- Cumberland County), Pennsylvania, being of sound mind, memory and understanding;; ~d~tereby ' make, publish and declare this to be my Last Will and Testament, hereby revoking,axis~ir~akiri~g: ~ , ; void any and all prior wills, codicils, writings thereto, by me at any time heretofore ma~_ ~: ` ~ ~; .. ~_ ~•~ ~ --,-~ ~- ITEM I All taxes, interest, and penalties thereon payable by reason of my death with respect to property comprising my gross taxable estate, whether or not passing under this will, shall be paid from the principal of my residuary estate. I further direct that all my just debts and funeral expenses be paid as soon after my demise as maybe convenient. ITEM II All the rest, residue and remainder of my estate of whatsoever nature and wheresoever situate, I give, devise and bequeath to my five children, Rita Andreoli, Ario Andreoli, Jr., Ricardo E. Andreoli, Linda Andreoli-Fanella, and Mary Jane Olsen, to be divided equally among them or their issue per stirpes. The share of any of my children who should predecease me with no issue shall pass back into the residuary of my estate to be distributed as provided herein. ITEM III With respect to my house and lot at 98 North 35~' Street that is part of my residuary estate, I hereby grant to any of my children living in my house at the time of my death the right to continue living therein for a period not to exceed five yeazs from the date of ~ death (unless otherwise extended in writing by unanimous agreement of all of my residuary heirs); provided, however that, as a condition of this right, these children maintain the premises in a cleanly condition, maintain the lawn and landscaping, make or pay for any minor repairs, and pay all utility, sewer and trash collection expenses. The expense of real estate taxes, special assessments or major repairs such as roof replacement, shall be divided among all my residuary beneficiaries on a pro rata basis. This provision granting a five year right to continue to•occupy my house shall only apply to the realty constituting my residence at 98 North 35~' Street. It shall not apply to the separately subdivided vacant lot adjoining my residence that is situated along 35~' Street and Walnut Street and is presently used as a garden plot and orchard. At the end of the said five year or other term, or at .such earlier time as my children voluntarily vacate my house, my executrix or administrator shall be .free to place my house for Pa.~e 1 ~f 3 na.~et sale and to divide the proceeds of such sale equally among my children as provided for in Item II above. ITEM TV My residuary heirs shall have an option to purchase any of the realty constituting my estate, either individually or jointly, at fair market value, said option to be exercised within 60 days of an announcement in writing by my executrix of the intention of the estate to sell such realty. In purchasing such realty, they shall be given credit for their respective shares of such realty under this will. Alternatively, my residuary heirs may unanimously choose to retain such realty as tenants in common. This option shall not affect the rights granted in Item III above. ITEM V I nominate, constitute and appoint my daughter Linda Andreoli-Fanella of 1060 Windsor Road, Mechanicsburg (Hampden Township, Cumberland County), Pennsylvania 17050 as the executrix of this my last will and testament. If, for any reason, she cannot perform these duties, then I appoint my daughter-Mary lane Olsen of 3403 Bedford Drive, Camp Hill, Cumberland County, Pennsylvania 17011 as the alternate executrix of this my last will. Said executrix shall have full powers at her discretion to do any and all things necessary for the complete administration of my estate, including the power to sell at public or private sale, and without order of court, any property belonging to my estate, or to compound, compromise or otherwise settle or adjust any and all claims, charges, debts and de nanhereunder shall be required to post my estate, as fully as I could do if living. No fiduciary acts g bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I have set my hand and seal to this my Last Will and Testament consisting of this page and one other, plus aself-probate form, this 18th day of May, 2006 ~~~~ - ARIO ANDREOLI We, the undersigned, hereby certify that the foregoing will was signed, sealed, published and declared by the above named Testator as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence and in the day and year above written, have signed below as witnesses; and we certify that at the time of execution thereof, said Testator was of sound and disposing mind and memory. Residing at o2 ~ ~ Get/ ~ d ~ ~~F~~- a 70 // page 2 of 3 napes U , ~~~~,ti.a~~ Residing at COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~ / W~ - SS We, ARID ANDREOLI, ~~,~~~.~ ~ ~_ d ~~lF~G and ~r ~ ~ U ~~_r'Z.,~ ~[~.~~_ ,the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Wiil and that he signed willingly, and that he executed 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 witnesses and that to the best of their knowledge, the Testator was at the time eighteen (I$) years of age or older, of sound mind, and under no constraint or undue influence. Sworn to and subscribed before me this 18th day of May, 2006. ~,~_ i1 ,~ IVotary~ Public Page 3 of 3 napes ONIMONWEA~.TH OF P_ ~NNSyLVA i Richard A Cairo Notary Public Ci~ of Harrisburg, Dauphin County My ommission Expires Dec. 28, 2008 P,AembQr. of ,<,;,p;.ani.^ Aa5~o1-.:•fion of Notart es ,j--C~sS'~ ~ ~.~ 4l ~ ~ Wage ' o~ TaxDB Results ~U ~ ~° C `~ ~ ~I <~ ` ~/~- j'~ Search Results for the 2010 Tax Assessment Database ~S X' ~ f ~~ t,Js /~ .C ~ l x./ ~ ~'( 7 ~"' (Ctick'Get Details' in the fast column fa individual ' 77" - ... -~ - Details '- -- 04-23- SCIIOOLFIELD ~CA~ & R 2094 46800 228600 275400 0600- 98 DRIVE TINAM - 180C 07-41- 98 ICE HOUSE 1 ~~ ~ ~ 780 0 79800 79800 2695- ROAD 073.- OO1C073 2695- qg RAILROAD YINGER, RS 812 ~ 0 ~ 81500 ~ 81500 ...-..... 362: BED ROAD KENNETHE I I I ~ I OO1C36_ ~ I I I 07-41- 98 M[CHAUX G~~ W RS 533 0 55100 55100 2705- ~ ROAD 581: OntrSxt o7-4z- ~~ BARNES, Igo I s8s o w9oo w9°° _ . _.. 3299- 98 ROAD SALLY J 287: wi~ae7 ffitINER, 8t LOUIS 97600 137600 - 09-13- 98 ARNOLD DARRYLH R I,AI~SOUTH 1310 40000 1002-056. ROAD ~ ~pA A ' ----~- 09-13 QUEEN WOODROW, GO 1240 23000 830W 1060110 ' 1002_ 98 AVENUE SAMUELLA KKIIvvIBERLY R 160A HET AL DEW1TT . _ X13- 98 ASHFORD BHARBA O Ii, g 1200 27600 89700 117300 _. 1002-337. DRIVE B~SLER, ~ AUDREY -... 09.14- ~~ t:LEn7nT LranSE~ R 1_861 aaln0 t06znn 14narn 1Ht34-011. ~ AVENUE ELWOOD BOSSLER --- ]ONES, g60 33900 95800 129700 09-14- yg TORY CIRCLE WAYNE G 8c R __. - 0835-128. DOROini L 09-15- LEE ANN SA41ulONS, R 1494 324W 118000 1:+0400 .. 98 COURT GRACE B 1288-235. -~_- G9-IS- EA~i 521800 2460100 2981900 98 S ENOLADRIVE PENNSBORO CX ' 1291- TOWNSHIP - 070: EX 09-15- ATkT "„" ~-^ ~ 0 550000 550000 ' 1291- 98 S ENOLADRIVE MOBII.ITY TAXmr 070: LL HOWARD BI.OSSER, R 2518 33100 132900 166000 09-15- 9$ SipFFT rergl lyol_320, 98 W LAUER LAt~ MICHAEL R R &D S~JE HNS 2293 681110 2122011 280300 10.19- _ _ 16(10.104. _ ANDREOLI, 8' 10.21- 98 N 35THS T ARIO& R HAW7HORNE 2087 29500 164600 194100 ~, H , C ~ 0275-077. ROSE DRIVE ~`+CJ Iv-21- ~~~L4 Ll WALNUT' 34100 0 34100 -' 0275- 98 N 35TH S T ARIO & STREET ~~ 07TA WEE http: //taxdb. ccpa. net/results. asp 6/ 14/2012 1VI&TBaYIk 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Phone 888-502-4349 F ax (302) 934-2955 January 30, 2012 Richard A Cairo 1204 Chelsen Cross Mechanicsburg, PA 17050 Re: Estate of Ario Andreoli Social Security: 189-09-1406 Date of Death: December 4, 2011 Dear Sir or Madam: Per your inquiry on January 9, 2012, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 9843064750 Ownership (Names o, f) Ario Andreoli Opening Date 07!28/06 Balance on Date of Death $20.04 Accrued Interest $ .00 Total $20.04 2. Type of Account Certificate of Deposit Account Number 31003917267609 Ownership (Names o, fl Ario Andreoli Opening Date 0728/06 Balance on Date of Death $18, 662.37 Accrued Interest $ 79.68 Total .... . . ........_. $18,742.05 3. Type of Account Account Number Ownership (Names o, fl Opening Date Balance on Date of Death Accrued Interest Total 4. Type of Account Account Number Ownership (Names o, fl Opening Date Balance on Date of Death Accrued Interest Total 5. Type of Account Account Number Ownership (Names ofl Opening Date Balance on Date of Death Accrued Interest Total Individual Retirement Account 35004201748025 Ario Andreoli Rose Andreoli (Beneficiary) 11/05/84 $4,220.91 $ 1.21 --------------------------------------------------- $4,222.12 Individual Retirement Account 35004201748033 Ario Andreoli Rose Andreoli (Beneficiary) 12/30/85 $7,017.16 $ 9.52 $7,026 68 Individual Retirement Account 35004201748059 Ario Andreoli Rose Andreoli (Beneficiary) 03/19/09 $2,243.93 $ 1.78 $2,245.71 January 20, 2012 Richard A. Cairo Attorney at Law 1204 Chelsen Cross Mechanicsburg, PA 17050 Dear Mr. Cairo, ~ultoriBarik LISTENING IS JUST THE BEGINNING RE: Ario Andreoli, deceased December 4,_2011 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: DATE OF DEATH ACC CD# BALANCE INT RATE OPEN ROLL OVER MATURITY 022-0220833 $38,006.77 $9.84 0.35% 4/7/05 4/7/11 4/7/12 * Titled in his narne alone 348-0371090 $24,659.26 $187.45 2.71% 8/24/10 10/24/14 * Titled in his name alone In Trust For Linda Andreoli Fanella and Mary Jane Olsen 348-0371094 $16,439.51 $124.97 2.71% 8/24/10 10/24/14 * Titled in his name alone In Trust For Rita Andreoli and Ario Andreoli Jr. 348-0371813 $17,980.71 $151.48 2.71% 8/13/10 10/13/14 * Titled in his name alone In Trust For Rita Andreoli and Ario Andreoli Jr. 348-0371817 $26,919.70 $226.79 2.71% 8/13/10 10/13/14 * Titled in his name alone In Trust For Linda Andreoli Fanella, Mary Jane Olsen and Ricardo Andreoli If you have any other questions, please feel free to contact me at (717) 327-2497. Sincerely, ~~ Joshua A. Groff Credit Confirmation Processor TI ~i; i ~`-rrz ~.Itic~n i$ ft;iriv#x~ as a rrsrtter of business OOUr't9Sy i°. a.1-~~c; tc ye.+r 71t~1liry, a~x1 is for ya+~r eon#iclerttia! use only. I~^ _..._`%i 1:'i1iS#~Iriy tl?iS inf~rrf?ti0r1 fK~o nat I'E~f89411t Ur r~!~;d.-~;-;~.:~ rp arr~;;~rac-, cw~rlUlui9ness or re#itabi#ity of the .,,=i`s'"':'"s!:'t': t;;''':JVlflo?>~. N¢ r.US~~?PIS!~aility 15 assllrned ~y the r::;~ ;: ~~~~~ r? i:; wtu;s~~s, er'~#oy~s or Wis. Arty op#rt;on r~;:osr? ::x~ss~.:ed is suet to change wrtloui notice 1.800.FULTON.4 fultonbank.com Fulton Bank, N.A. Member FDIC. Member of the Fulton Financial Family. PSEC~k Richard A. Cairo Attorney at Law 1204 Chelsen Cross Mechanicsburg, PA 17050 Re: ARIO ANDREOLI, Deceased. PSECU Reference # 1288437981641 Dear Attorney Cairo: 01/18/2012 The above referenced person has an account with PSECU which was opened on December 9, 2000. The Share accounts were jointly held by ARIO ANDREOLI, RITA piNDREOLI, ARIO ANDREOLI JR, LINDA ANDREOLI-FANELLA, MARY JANE OLSEN and RICHARDO ANDREOLI. The joint owners were added to the account on January 23, 2004. The following are the Date of Death Balances for ARID ANDREOLI's account with PSECU: Account Date of Death Balances Interest -December 1-4 (S1) -Savings $ 16.39 $ 0.00 (S52) -Certificate $89,618.59 $24.26 (S53) -Certificate $29,648.80 $ 8.03 The joint owner needs to close the decedent's account with PSECU at the earliest convenience. If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237- 7328, press 6, extension 3120. Sincerely, \~~ ,~~ ~J~ ~~, / ~" Sandy I~agley ~ , Member Service Representative PSECU Pennsylvania State Employees Credit Union P.O. Box 67013, Harrisburg, PA 17106-7013 • 717.234.8484 • 800.237.7328 • » psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION. EQUAL OPPORTUNITY LENDER. ~RAYSTCJNE TaWER ~_, BANK February 14, 2012 Richard A Cairo, Atty-at-Law 1204 Chelsen Cross Mechanicsburg,- PA 17050 RE. Estate of Ario An~reofi - SSN 189-09-1406 -Date of Death 12104/11 Mr. Cairo: Please see below for account information: f~sMatth. Rate Riser Certificate of Deposit -Acct 3000044143 F~afeof Heath Value: $44,315.89 {Current Balance $44;214.98 + Accrued Interest $100.91) Date Opened: 04/10/07 Maturity Date: 10/10/14 Owner(s): Ario Anderofi 24 Month Certificate of Deposit -Acct 30000753fi3 Date of Death Value: $25,770.23 ~ - - (Current Balance $25,765.29 + Accrued Interest $4.94) ` Date Opened: 03/03/08 Maturity Date: 12/03/13 Owner(s): Ario Andreoii 60 Month Rate Riser Certificate of Deposit -Acct 3000164984 Date of peath Value: $15,288.40 .. (Current Balance $15,275.13 + Accrued Interest $13.27) Date Opened: 12/20/10 Maturity Date: 12/20/15 Owner(s): Ario Andreoii Should you have any questions, please contact me at 717-728-2678. Thank you. Sincer 6q; -- - (~ ,J - r i~ ' S~ci Wnght ~eposif Operations Analyst a~rsto.ne Bank, a Division of Graystone Tower Bank ' Goc~-l~bpe Road Enofa, PA 17025-1233 „_< ._ ~s . _ ~~Ct~u `CNIa ~Y' January 31, 2012 Richard Cairo Esq 1204 Chelsen Cross Mechanicsburg, PA 17050 RE: Name: Ario Andreoli SSN: 189-09-1406 DOD: 12-04-2011 Dear Mr. Cairo: In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Checking Account Account #.5140001374 Established: 01-01-1978 ARIO ANDREOLI DOD balance: $5,754.69 + 0.04 accrued interest Interest paid 01-01-2011 thru 12-04-2011$0.20 YTD Savings Account Account #5130105129 Established: 01-01-1983 ARIO. ANDREOLI DOD balance: $106,867.03 + 9.12 accrued interest Interest paid 01-01-2011 thru 12-04-2011$55.66 YTD Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings). We do not process any financial transactions or provide statementourfloocal PNC Bank branch ith any of these items, p{ease call 1-888-PNC-BANK (1-888-762-2265) or stop by y office. Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC Page 1 of 2 MEMBERS 1St PEDERAL CREDIT IJNION SAVINGS ACCOUNT: Account Number/Suffix 198256-00 Date Account Established 10/30/2011 Principal Balance at Date of Death $3,804.66 Accrued Interest to Date of Death $.08 Total Principal and Accrued Interest $3,804.74 Name of Joint Owner None - *Account funds payable to Estate of Ario Andreoli Sr. CERTIFICATES OF DEPOSIT: Account Number/Suffix 198256-43 Date Account Established 06/07/2010* Principal Balance at Date of Death $36,740.00 Accrued Interest to Date of Death $7.46 Total Principal and Accrued Interest $36,747.46 Name of Joint Owner Ario Andreoli Jr Rita Andreoli Date Joint Ownership Established 06/07/2010 *Opened by transfer of funds from 198256-00. **Opened by transfer of funds from 198256-00. *Account funds payable equally to all joint owners. CERTIFICATES OF DEPOSIT: Account Number/Suffix 198256-45 Date Account Established 06/22/2011 Principal Balance at Date of Death $26,256.62 Accrued Interest to Date of Death $2.89 Total Principal and Accrued Interest $26,259.51 Name of Joint Owner None *Account funds payable to Estate of Ario Andreoli Sr. Estate of: ARIO ANDREOLI SR. Date of Death: 12/04/2011 Social Security Number: 197-18-8000 198256-44 O6l07/2010** $55,110.00 $11.41 $55,121.41 Mary Jane Olsen Linda Andreoli Ricardo Andreoli 06/07/2010 MB RS 1sT FEDERAL C DIT I Danielle A. Kline Lending Insurance Support Specialist January 20, 2012 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org 'mil +-i O N bA cd ~~ ~~ ~\ ~ -c- S ~ t4' y~J ~ y . ~~ -S .a.+ N Q) L O .b+ O C O N ~ r ~'+ ~ N ~ ~ ~ M a-+ ~ C ~ N tC3 ~ ~ ~ ~ ~ ~A N pt '~ N ~ ~ ~ '-~ ~ ~ L a-+ a ~ c~ ~ p. o ~ L p, ~ ~ ~ 0 ~ ~ }~ 'G ~ O ~., L ~ ~ ~ N ~ L V u U ~ ~ ~ V v U 3 ~ ~o >~ ~o O ~' F- ~ U to ~L ~ Q. 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