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Home My WebLink About04-0947Estateof Mamie Napoliello Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS also known as MR.vm~ l~l'Rt3nl '~ ~1 1 n , Deceased Social Security No. 160-10-2608 Petittonar(s), who la/are 18 years of age or oldar, apply(les) for: (COMPLETE 'A' OR 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r -~ ¥ named in the last Will of the Decedent. dated Au_oLts'~. 5. 1997 andcodicil(s) deted ~e relevant cttcurmt~mc~, e.g., renur, ctatlon, d~h ol exeoAo~. MC. Except as follows, Decedent did not man'y, was not divorced, and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated Incompetent: L-I B. Grant of Letters of Administration (~.~.' c..t~.; i~ndente lite; durante M:~enlil; durante rninont~te Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Relalionship ~ J ~ Resjdenca I (COMPLETE IN ALL CASES:) A~,ach additionaJ sheem if necessarf. Decedent was domiciled at death in C Ltmber 1 a n d or principal residence at. q ~..n~-,L,- Tqr~ '~r,= . R~{ I -; n,w c:r~r{ ~,-~ - (~Ll~see~ number ~na ~z~i~paJFly) ..... = - ' Decedent, then 92 yeml of age, died 9/30/04 ,,g , az Decedent at death owned property with estimated values as follows: (1! domiciled in PA) All personal property (If not domiciled in PA) Personal propmly in Pennsylvania (If not domiciled in PA) Perso~aJ property in County Value of real estate in Pennsylvania County, Pennsylvania, with his/her last family East Lampeter Twp. Lancaster Co. (Coca~ion) PA $ ~ situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in ~e appropriate form to the undersigned: Typed or pnnted name and residence .qondra ~r~n~, 3 ~nnk 13riv~: Bn~!~ng Sprin Fon~ #RW-I Page I of 2 Prepared by the Pennsylvania Bar Assodation 1991 Oath of Personal Representative Commonwealth of Pennsylvania County of The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly ad~ estate accor..ding to law. Sworn to or affirmed and subscribed before me this c~)'~3 day of AND NOW, No. Estate of Mamie Social Security No: Napo 1 i e 11 o Deceased 160-10-2608 DateofDe~h: September 30~ 2004 ,19 ,in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [~ Testamenta~ [21 O~ Administration dJ3.n.,c. La.; pe~de~te ~e; dutanle aJ3eentla; du~atltl mlnori~ are hereby granted to Sondra Gr~n in the above estate and that the instrument(s) dated Auqust 5, 2997 described In the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ..................... $ Short Certificate(s) ....$ Renunciation ............$ Affidavits ( ) ............. $ Extra Pages ( ) ......... Codicil ...................... $ JCP Fee ................... Inventory .................. Other ....................... $ TOTAL .............$. Attorney: Mark T. Silliker, Esquire I.D. No: 33671 Address: 5922 Linqlestown Road Harrisburg, PA 17112 Telephone: ('717) 671-1500 Fom~ #RW-1 Page 2 of 2 Prepared by the Pennsylvania ~ Association 199! hat thc inl'ormation here given is correctly copied fi-om an original certificate of death duly filed with ina as The original certificate will be forwarded to the State Vital Records Office for perlnanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. CC NAME OF DECEDENT (F~'st, Middle, Last) AGE (Last Birthday) 92 Yrs. COUNTY OF DEATH L an¢~ter DECEDENT'S USUAL OCCUPATION .,. Garment Worker G ADDRESS (Slreet, City/Town, State, Zip Code) I DECEDENT'S I ACTUAL l?e. State PA Did I?C. ~Yes, decedent lived ,n ~1~,~'/1cLJ¢15, 2L/JIJIL/ 3 Enck Drive IRESIDENCE de~m ' ' ' I (See ~s~lions live in a on ot~, s~e) 17b. c~.,~ Cumber ~and ,~..~,.. COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH STATE FILE NUMBER I SEX I SOCIAL SECURITY NUMBER DATE OF DEATH (Month, Day, Year) I~-Fema£e I~- 160 -I0 -2608 ~.September 30~ 2004 DATE OF BIRTHI BIRTHPLACE Cily and IPLACE OF DEATH ICheck c;rll¥ ode - see Instructions oq3 other sidel (Month, Day, Year) ! State or F~eign Country) I HOS'~ITAL: I OTHER ~. 6- 3- 1912 ¢. h~£adelph~a, P48,. [] E~, [] ~A []I ..... CITY. BORO, TWP OF DEATH II FACILITY NAME (if not institution, give street and number) I WASNo ~"'e sDECEDENT[] IfOFyes,HISPANICspecify Cuban,OR G N? II RACE(specify)- Amer can ndian Black Whit ..... ,,.East Lampeter 18~. 556 Norlam Drive Mex~n. Pue~oR ..... ,c ,o. White K~ND OF BUSINESS / INDUSTRY JWAS DECEDENT EVER IN IDECEDENT'S EDUCATION [ ~' I MARITAL STATUS o Marned I I SURVIVING SPOUSE I U S ARMEDFORCES? I (SpKIfY °niY hi~he~t 9fade completed) Never Marr~:l, Widowed, FATHER'S NAME, ~. LouZ~ ~oa. Sondra Green B-"e, [] c ..... ,o~ GlO, mo,al,rom State [] Other (Specify) I MOTHEf~'S NAME (First. Middle, Maiden Surname) I~. Theresa MarCia I INFORMANT'S ~IAILING .~DDRESS j.~tre~,nCil, y/Town' State. Zip C~e) po~.3 Enc~ D44ve, ~or~n~ Sp~rngs, PA 17007 I DATE OF DIS~StTION I P~CE OF DISPOSITION- Name ~ Cemete~. Crema o~ [L~TION - CityE~n, State. Zip C~e (M~m. Day, Ye.) IorOth~Place CNOm~/~. SO~¢,, I B ,,,./o--~/-&~ I,,.of PA C~m~'¢ ~ Ii,.' H~rgsb~9, PA 77109 S S~H [ LICENSENUMBER ~vp oty/boro IMMEDIATE CAUSE (Final disease or c.~Jditidn resulhng in death) .~a. .--~-= TO (OR AS A.,CONSEQU C Enmr UNDERLYING ', CAUSE (Di~ase thai inlfia~ed evems NAME ANDADDRESS OF FAC LITY A ^' M -- ' ~) ' ,.ha.~.d,fying Tothapesto~m,,no.,e~e,d.th ....de, tho,me, dathendpla.,ta,od I,..C4cma~on Serv&CS, ~. ~ LICENSE NUMBER ~TE SIGNED cefli~YS~mJ~useis not~ dea~aVal~le at time of ~a~ to (Signat~e ~d Title) I I(M~th, Day, items 24-~ must pe ~mplst~ by TLME OF D~ATH DATE PRO~UNCED DEAD (~th, I WAS CASE ~[F~R~ TO A ~EDFCAL ~INER/~RONER~ PART I1: Other $igr~flcant COnditions contnbutJng to death but ~ot resuitidg in the underlying cause given in PART I WAS A~ AUTOPSY ~ WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME OF N JURY -;* PERFORMED? AVAILABLE PRIOR TO I I (Month Day Yea ) I I N JURY AT WORK. ~ DESCRIBE HOW iNJURY OCCURRED _.1oF°EAT"? lac"den'[] Pending Invesligat,on~1 I Y.r Non Y" C] No L.4 I Ye. [] No ~ I Su,.~ [] Oouid not t~e determined [] I ~o.. I~°b. M I ~'. I ~. -- I I PLACE OF INJURY - At home, farm, street, factory, office I LOCATION (SlreeL City/Town, State 28a. 28b. 29. ~led~ng. e~c (Spec.fyi CERTIF~~ ~ ~__ 30,. ' ' '(~ERTIFYING PHYSICIAN (Physician certifyirt~ cause of death when another iJhvsic an has pronor~nced death and corn leted item S~IGNATURE AND TITLE OF CE /o the best of my KnOwleiJgd, death occbrrld due to the causes s and n~afiner es stated p 23) ~ S~.IGNATURE AND TITLE OF C~ ........................................ ~ 3~, I 'PRONOUNCING AND CERTIFYING PHYSICIAN (Physician both pronoUnCing death and ce~lif~ng to cause of deatht LtCEN~E NUMBER -- [ / I D~~I-E SIGNED (NJOnt~ Day Year) Tothebelt of my knowledge ...................... desth occurred atthet me date and place andduetothecauses(s)andmanr~eras Ststed [] 31c. ~ ~.).~Y~(~"~ 'MEDICAL EXAMINER/CORONER NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE O'F DEATH On the basis of examination and/or investigation, th my opinion, death occurred at the time, date, and place, and due to the causes(s and (Item 27) Type or Print ...............................................................................................,.,___ ..................... :"'-'-........-,..-...-.-..-.--... [] x , REGISTRAR~ A'~I~7'~k'4'~l~'z~'~ ' I) -- I DATE FILED (Month. Day/aa0 LAST WILL AND TESTAMENT OF MAMIE NAPOLIELLO I, Mamie Napoliello, a resident of Philadelphia County, Pennsylvania, being of sound and disposing mind and memory, and over the age of 18 years, do make, publish, and declare this to be my Last Will and Testament. ****ONE**** I revoke all prior Wills and Codicils by me, heretofore made. ****TWO**** · I declare that I am currently single. ****THREE**** I have no children. ****FOUR**** I have intentionally omitted to make provision in this Will for any future spouse which I might have. ****FIVE**** I give, devise, and bequeath all of the personal property of my estate unto my beloved nieces and nephews, namely Sondra Green, Linda Manley, Edward Napoliello, Steven Napoliello, Gall Napoliello, Richard Napoliello, and Carol L. Rowe, in equal shares, on a per stirpes and not per capita basis. Should any of the aforementioned nieces and nephews of mine have predeceased me, but the issue of such predeceased niece or nephew survive me, then that share of my estate which would otherwise have passed to my deceased niece or nephew shall pass per stirpes, and not per capita, to the issue of said deceased niece or nephew. In the event that any of my said nieces or nephews, or their issue, have not yet attained the age of 21 years, then I direct that their share of my estate shall be placed in a blocked account, in a federally insured institution, to be distributed to them upon attaining the age of 21 years. ****SIX**** If any provision of this Will or any Codicil thereto is held inoperative, invalid, or illegal, it is my intention that all the remaining provisions, thereof, shall continue to be fully operative and effective so far as possible and reasonable. 2 ****SEVEN**** I direct my executrix, hereinafter named, to pay all of my funeral expenses, administration and expenses of my estate, including inheritance and succession taxes, state or federal, which may be due by the passage of or succession to any interest in my estate under the terms of this instrument, and all my just debts. ****EIGHT**** I appoint Sondra Green Executrix of this Will, and direct that no bond or other form of security be required by reason of her acting in such capacity. ****NINE**** Should Sondra Green be unable or unwilling to act in the capacity of Executrix, I appoint Linda Manley as Executrix and direct that no bond or other form of security be required by reason of her acting in such capacity. ****TEN**** estate. I direct that Mark T. Silliker be the attorney for my 3 IN WITNESS WHEREOF, I, Mamie Napoliello, hereby set my been signed by me, on this 1997, at .~Cv"i_~bM1C~ hand to this my Last Will and Testament, each page of which has , Pennsylvania. amie Napoliello Signed, sealed, published, and declared by Mamie Napoliello, the above named testatrix, as and for her Last Will and Testament, in the presence of us, who, on her request, in her presence, and in the presence of each other, all being present at the same time, subscribed our names as witnesses. Witness 4 COMMONWEALTH OF PENNSYLVANIA : : COUNTY OF DAUPHIN - SS. I, Mamie Napoliello, testatrix, whose name is to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein contained. Sworn or affirmed to and acknowledged before me, by Mamie Napoliello, testatrix, this 5~ day of-- ~£{~ , 1997. d Notary Public Notarial Seal Renee Dr'eisba;~, Notary Public ~H~rrisburc. Dauphin County My C,~,,,~'nissi(¥', g.x~.'.;'e~ Nov. 30, 1998 5 COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF DAUPHIN : We, ~+~ ~qO~_/ and /"~F'k ~i//~'k~l'- , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the Will as witnesses; and that to the best of our knowledge the testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. this Sworn or affirmed to and subscribed to before me by L~/73~/ and ~'~ Si//~f, witnesses, 5~day of ~U~L4~ , 1997. Wi t~e~s ~z Witness i Notarial Seal Renee Dreisba,;h, Notary Public Harris,,urn, Dauphin County L My Ccmrn s.Hor: ;7~,~;¢es Nov. 30, 1998 MARK I SlLLIKER KRISTIN R, REINHOLD SlLLIKER & REINHOLD LAW OFFICES 5922 LINGLEST0WN ROAD HARRISSURG, PENNSYLVANIA 17112 PHONE: (717) 671-15OO FAX: (717) 671-8968 January 4, 2005 Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate ofMamie Napoliello Dear Sir or Madam: N Enclosed please find an original and two copies of an Inheritance Tax Return relative to the above-captioned matter. I have also enclosed a check in the amount of $15 for the filing fee and a check in the amount of $12,179.92 as payment of the inheritance taxes. I would be extremely appreciative if you could please be so kind as to file this on behalf of my client, and mail the clocked-in copies back to me in the enclosed envelope. If there should be any questions or problems, please do not hesitate to contact me. Otherwise, I very much thank you for time, courtesy, and assistance herein. Mark T. Silliker MTS/rsd Enclosures COMMONWEALTH CF PENNSYLVANIA OE.=ARTMENT OF REVENUE DEP'E 280601 HARRISGURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FiLE NUMBER DE',,I~ ENTB NAME (LAST, FIRB~ AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Hapoliello, Mamie 160-10-2608 ATE OF OEATH (MM-OD-YEAR) 'i DATE OF BIRTH (MM-OO-YEAR) THIB RETURN MUST BE FILED IN DUPLICATE WITH THE 09/30/04 I 06/03/12 REGISTER OF WILLS Z LU X {IF,~PLJCABLE} SURVIVING SPOUSE'S NAME (LAST. F~RBT, AND MIOCLE INITIAL) N/A SOCIAL BECURfPF NUMBER [~1. O~irial Re~um [~4. ~Jmited Estate El6. Oecedem Died Testate (A~a~ moy o~ wa) E~9. L~ge~en Proceeds ReCaved ]]]2. Bupplementsl Remm F--J5. Federal Estate Tax Return Re~uirea 8. Total Number of Safe Deposit Boxes r~11. E~eotien o ax under Sec 91 3(A)(A~=s~m Mark T. Silliker, Esauire S~llik~r g Relnhnld ~_d~PH~E NU~O~ (717) 671-1500 COMPLETE MAILING ~OREBS 5922 Linglestown Road Harrisburg, PA 17112 1. ~ Estate (8chadute A) (1) - 0 - 2. ~ a~d Bonds (Schedule B) (2) - 0- 3. Oosaly H~ld ~redrat~on, Psmerohip or ~ots-Pmpdemmhip (3) - ri- 4,. [~ages & Notes Recallable (Schedule D) (4) -- 0 -- 5, Cash, Bani~ Deposits & Misceitsneous Pemonal PmpeAy (5) $1 2 , 1 2 1 . O O (S~ae E~ 6. ~ Owned ProperS/(B~hedula F) (6) $ 7 O, 481.49 E] Sepamm Billing Requested 7. In~-.~s Transfero & Mis~ailanenus Non-Probate property (7) - O- (Sdad~e G er L) 8. Tmal Sines Assets (foml Unes 1-7) (8) 9. Rm~{ Expenses & Administrate Coste (Schedsle H) (9) $ 1,403.00 10. Od~ts of Decedent, Mortgage LlabiliUes, & Liens (Schedule l) (10), - 0- 1I. Tml Dedesaens (total Unee 9 & 10) 1Z N~t Value of Estate (Mne 8 minus Lfoe 11) OFFICIAL USE ONLY 13. C~af~ble and Govemmemal Bequests/Sen ~1t3 Trusts for which an elec~on to lax has not been made (Sdriedule J) 14. N~ Value Subject to Tax (L~ne 12 minus Une 13) SR2,6~2.4q ¢1) $ 1,403.00 ¢2) $81,199.49 (i3). (14) $81,199.49 BEE INSTRUCTIONS ON REVERSE SIDE FOR APPMCABLE RATES 15. Amour of Line 14 taxable at the speusa] tax rae, a'tronsferounderSec. 9116(a)(t2} x .O_ (15) 16. Nn~utsofLine14texableatiinealrote x .0__ (16) 17. Amour~ of Line 14 tax~ble at sibling rate 18. ~ of Une 14 tex~le at collateral rate 19. Tax 0~e ' x .12 $81,199.49 x (17) (18) $12~179.92 (19) ~!2,!79_92 F ~;~'~',-~,.~ ~'~ .~;~>~BE'SURE TO~"ANEWER':ALt~QUE~IONS'ON'RE'VERSESlDIE!AND;RECHECK MATH Decedent's Complete Address: STREET ABORESS 3- Eng.-- Roa~ CITY B~o-ilin~ Sprin~m -iSTATE ¢i Tax Payments and Credits: 1. 2. Tax Due (Page 1 Line 19) Credits/Payments A. Spousal Poverty Credit B. PfiorPaymen~ C. Discount Total Credits ( A + B + C ) 3. Interest/Penagy if applicable D, Interest E. Penalty Total Interest/Penalty ( D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Cheek box on Page 1 Line 20 to request a refund (1) $12,179.92 (2) (3) -0- (4) 5. If Line 1 + Line 3 is greater then Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (5) (5A) - 0 - B, Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) $12.179._92 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; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ........................................................ i ............. [] [] 2. If death occurred after December 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 secudty at his or her death? .............. [] [] 4. Did decedent own an Mdividuat Retirement Account annuity, or other non-prebata 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, Unde pena ties o pedury. I declare t~at I have examined this return, including accompanying schedules and statements and to the best of my know edge and belief, it is true. correct and complete. DATE ADDRESS / SIGNATdRE OF PREPARER OTHER THAN REPRESENTATiCE '" DATE ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 RS. §9116 (a) (1.1) For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.I) (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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. ' The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Mamie Napoliello Indut~e the proceeds of litigation and ~he date the proceeds were received by ~he estate. All property jointly-owned with right of survivorship must be disclosed en Schedule F. VALUE AT DATE [TEM DESCRIPTION OF 0EATH NUMBER Bank of Lancaster County account $12,121.00 TOTAL (Also enter on line 5, Recapilulation) $ 12,121.00 more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-9S~ COMMONWEALTH QF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OEC6DENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Mamie Mapoliello If an asset was made joint within one year of the decedent's date of death, il must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A.Sondra Green 3 Enck Road Boiling Springs, PA 17007 N~ce JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH JTEM FOR JOIN1MADE iNCLUDE NAME OF FINANCIAL INSTITUTION AND SANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMSER TENANT JOINT IDENTIFYING NUMBER ATTACH OEED FOR JOINTLY-HELD REAL ESTATE VALUE OFASSET INTEREST DECEDENT'S ~NTEREST 1. A. 1997 Citizens Bank Accounts: 610423-746-4 6,123.25 50% 3,061.62 610633-627-3 ~4,458.51 50% 32,229.25 6145-351322 70,381.25 50% 35,190.62 TOTAL (Also enter on Fine 6, Recapitulation) $ 70,481 . 49 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99)~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ~=STATE OF FiLE NUMBER Hamie Napol'i ello Debts of decedent must be reported on Schedule ]. ITEM NUMBER DESCRIPTION AMOUNT 5. 6. 7. FUNERAL EXPENSES: None ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) NA Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State__Zip Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address ia not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Feea Accountant's Fees Tax Return Preparer's Fees State Zip $1,225.00 103.00 75.00 TOTAL (Also enter on line 9, Recapitulation) $ I, 4 0 3.0 0 more space is needed, insed additional sheets of the same size) R~V-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mamie Mapoliello SCHEDULE J BENEFICIARIES FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAY, ABLE DiSTRIBUTiONS [include outdght spousal distributions, and transfers unUer ! 1. 2. 3. 4. 5. 6. 7. 8. Sec. gll6{a)(1.2)] Sondra Green Linda Manley Edward ~apoliello Steven'Napoliello Gail Napoliello Richard Napoliello Lori Chermak Beth Brown c/o Sondra Green 3 Enck Road Boiling Sprimgs, PA 17007 Neice Neice Nephew Nephew Neice Nephew Grandneice Grandneice 1/7 1/7 1/7 1/7 1/7 1/7 1/14 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AN D GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART ii- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 H ARR~SBLJRG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004814 SILLIKER MARK T 5922 LINGLESTOWN RD HARRISBURG, PA 17112-1126 ESTATE INFORMATION: SSN: 160-10-2608 FILE NUMBER: 2104-0947 DECEDENT NAME: NAPOLIELLO MAMIE DATE OF PAYMENT: 01/07/2005 POSTMARK DATE: 01/06/2005 COUNTY: CUMBERLAND DATE OF DEATH: 09/30/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $12,179.92 TOTAL AMOUNT PAID: $12,179.92 REMARKS: SEAL CHECK//883 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER RECOR~?E ':;; FlOE OF ORP;-!,:?,i,. 3URT Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: SII ,l ,IKER & REINHOLD 5922 LINGLESTOWN ROAD HARRISBURG, PA 17112 InvoiceNo: Invoice Date: Estate off Estate No: 155 01-10-2005 MANGE NAPOLIELLO 21-2004-0947 JA (~ Fee Description Fee Total 1 Additional Probate 140.00 $140.00 Total: $140.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 01/10/2005 SILLIKER MARK T 5922 LINGLESTOWN RD HARRISBURG, PA 17112-1126 RE: Estate of NAPOLIELLO MAMIE File Number: 2004-00947 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 01/30/2005 Your prompt attention to this matter will be appreciated. Thank You. CC: File Personal Representative(s) Judge Sincerely, FARNER STRASBAUGH Clerk of the Orphans' Court Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 01/10/2005 GREEN SONDRA 3 ENCK DRIVE BOILING SPRINGS, PA 17007 RE: Estate of NAPOLIELLO MAMIE File Number: 2004-00947 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 01/30/2005 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court ;21- 04-- ooqt.j 7 CERTWICATWN OF NonCE UNDER RULE 5.6Ia) Name ofDecedent: -.m aM I e Ala f 0 lie 110 Date of Death: CJ /3%t-f Will No. Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6~1t the Orptans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on ,-('-reM 1"( db. C}t".1)'-f : ~ Address f<Jchard- IV. po/rel!o Llrda m Q () I, Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: J / / 7/- 5 I ~ Signature ...,,:- D- NameJ)\arkT S't-;/I'ke~ Eis~!'e- Address S9d-~ Lthj/r>'\-foJll)j\ R~ --+/0 W/).hu~ Pit / 71/~ Telephone C71"J b 7/- 1S?)'n e- N (/ o Capacity: _ Personal Representative c....) .Lcounsel for personal representative \)-- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX *' REV-1547 EX AFP (03-05) MARK T SIlLIKER 5922 LINGLESTOWN RD HBG PA 17112 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-28-2005 NAPOLIELLO 09-30-2004 21 04-0947 CUMBERLAND 101 MAMIE Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Il!V-~l;"Yf.m.ml!'U!'.'MtJn'1!I.W.!P~1MIlW4M.'!.m.lMlmMM1'~.~t!M4AtY.8Tr.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NAPOLIELLO MAMIE FILE NO. 21 04-0947 ACN 101 DATE 03-28-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 12.121. 00 70.481. 49 .00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 82,602.49 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 1,403.00 .00 (1) (2) (3) (4) 1 .403 00 81,199.49 .00 81,199.49 19 will I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at LIneal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due DI S: NOTE: .00 .00 .00 81, 199.49 X 00 - X....~.~ : X 1li = X 15.'=' t .....) Ie':::':') . ~::7;'''.' .au , ~O;O , .11:0 :12, 179 .92 I : . ~ : . , _,..12 , 17'j ;92 ,j'l ( 1';1;:) DATE 01-06-2005 NUMBER CD004814 + INTEREST/PEN PAID (-) .00 AMOUNT PAID TA W 01 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 12,179.92 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A '"CREDIT'" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ Q~ SILLlKER & REINHOLD LAW OFFICES 5922 L1NGLESTOWN ROAD HARRISBURG, PENNSYLVANIA 17112 MARK T. SILLlKER KRISTIN R. REINHOLD PHONE: (717) 671-1500 FAX: (717) 671-8968 June 21, 2005 Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Re: Estate of Mamie Napoliello Dear Sir or Madam: Enclosed please find an original and two copies of a Supplemental Inheritance Tax Return relative to the above-captioned matter as well as a check in the amount of$15. I would be most appreciative if you could please file this on behalf of my client and then mail the time-stamped copies and refund check back to me in the enclosed envelope. Needless to say, should you have any questions regarding this matter, please do not hesitate to contact me. MTS/rsd Enclosures REV.1500EX 16.{:'OJ w .... ,<:~Ul UO::'<: WI1.U J:OO UO::..J 11.a:J 11. <( z o ~ ..J ::J t: c.. <( (.) w a::: z o ~ ~ ::J c.. :!: o (.) ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 OFFICIAL USE ONLY FILE NUMBER INHERITANCE TAX RETURN RESIDENT DECEDENT ...2....l-iLA- L<.LLl_ COUNTY CODE YEAR NUMBER ... Z W C W (.) W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) _~apoli~~~~amie DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) _~9/30LQ4 06/03/12 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Not applicable SOCIAL SECURITY NUMBER 160-10-2608 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received IKJ 2. Supplemental Return D 4a, Future Interest Compromise (date of death afl" 12.12.82) D 7, Decedent Maintained a Living Trust (Attach copy of Tru,') D 10. Spousal Poverty Credit (date of death b._n 12.31.91 and 1-1-95) D 3. Remainder Return (dale of death prior to 12.13-82) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) .... Z W C Z o 11. Ul W 0:: 0:: o U THISSECTlON MUST'BE'COMPLETED:,A:Ll,CORRESPONDENClSAND CONFIQENTlAL. TAX,INFORMATION, SHOULD Be DIRECTED TO:' NAME COMPLETE MAILING ADDRESS Mark T. Sillil<:er ,__E...s..guire_ FIRM NAME Iff Applicable) Silliker & Reinhold TELEPHONE NUMBER (717) 671-1500 5922 Linglestown Road Harrisburg, PA 17112 (1) (2) (3) (4) (5) o-oFFjCi~l..JSE ON!-"Y, ~O c..n j~n ffi :D Co- ':.:~ (-;, -0 ("") c:: '::-.':-1 -D SE.- r- "'''', ~zm '.j ~.~~ cf3'~ N ~~'3 ',:,}C)O -0 C) :-)0,,'1::.;: _ ~'f: C)~ cS ~J:""" r:-i' . rn ~.... w .'J 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (6) -0- -0- -0- -0- $12,121.00 $70,481.49 (7) -0- (8) $82,602.49 (9) (10) $ 3,255.00 * -0- (11) (12) (13) $ 3,255.00 * $79,347.49 * -0- SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) $79,347.49 * 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(l.2) 16. Amount of line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate 19, Tax Due $79,347.49 * x.O_ (15) x .0 (16) x .12 (17) x .15 (18) $11,902.12 * (19) $11.902.12 * 20. Oeced~nt's Complete Address: STREET ADDRESS 3 Enck Drivp CITY STATE Bailin PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments $12, 179.92 C. Discount (1) Total Credits (A + B + C ) (2) 3. InteresVPenalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) (SA) (5B) A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS ZIP 17007 $11 ,902 .12 $12,179.92 $7.77. FlO 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred:.......................................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 c. retain a reversionary interest; or.......................................................................................................................... 0 d. receive the promise for life of either payments, benefits or care? ........................................................:............. 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................. ..................... .................... .................................................. 0 No ~ ~ o o IX] ~ o IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penalties of pe8ury, I declare that I have examined this return. including accompanying schedules and statements, and to the besl of my knowledge and belief, it is true, correct and complete. Declaration of preparer oll1er than the personal representative is based on aU information of which pre parer has any knowledge. SIGNATURE OF P4:~O)! F~:~JURN ADDRESS ' 3 Enck Drive, Boiling Springs, PA 17007 SIGNATURE OF PREPARER OTHER T~~ ~ ADDRESS ,.. ~ 1.)-- L .{ k/I. r ~tU..--~ /,-.-e cyz, DATE S-,2o -(JS- DATE 6" ;2( 1< r For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of tran,'^'" .^ ^" ,^- 'k_ .h _"L_ [72 P.S. 99116 (al (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the w f\ ~ P D The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosl \ \ 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 twenty-one years of age or younger at d or a stepparent of the child is 0% [72 P.S. s9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, eXCI 116(a)( 1 )J. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. s9116(a)(1.3)]. A sibling is defined, under Section 9102, as an IndiVidual who has at least one parent in common with the decedent, whether by blood or adoption. J - A~'t" 1116 (a) (1.1) (ii)]. applicable even if I adopt!ve parent, .' , AeV.l~oa' EX+ (6-ge) .- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISe. PERSONAL PROPERTY ESTATE OF Mamie FILE NUMBER Napoliello Include the proceeds at litigation and Ihe date Ihe proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Scheduie F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Bank of Lancaster County account $12,121.00 I /' . TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 12,121.00 REV'1509 EX. ,6.981 . ~ . ~~.~.;y 'J. ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Mamie ltJapoliello If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Sandra Green 3 Enck Road Boiling Springs, PA N6!<fce 17007 8. c. JOINTLY.OWNED PROPERTY: LETTER . DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MAOE INCLUOE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT 10ENTIFYING NUMBER. ATTACH DEED FOR JOINTLY.HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A, 1997 Citizens Bank Accounts: 610423-746-4 6,123.25 50% 3,061.62 610633-627-3 04,458.51 50% 32,229.25 6145-351322 ~0,381.25 50% 35,190.62 I I. TOTAL (Also enter on line 6, Recapitulation) $70,481.49 .: (If more space is needed, insert additional sheets 01 the same size) REV-1!t" EX+ (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Mamie Mapoliello FILE NUMBER ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Cremation Society $1,302.00 * 2. Aver Memorial Home 29.00 * B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) N/A Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _Zip Year(s) Commission Paid: 2. Attorney Fees 1,225.00 3. Family Exemption: (If 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 103.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 166.00 * 7. Cost of closing down apartment 100.00 * 8. IRS tax 229.00 * 9. State income tax 101.00 * TOTAL (Also enter on line 9, Recapitulation) $ 3,255.00 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) .. . ~EV-~13.tX"'\9.JOI '* COMMONWEALTH OF PENNS'IL'/ANIA INHE,QITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFlClARIES ESTATE OF FILE NUMBER Mamie Mapoliello NUMBE" I I NAME AND ADDRESS OF PERSON(Sl RECEIVING PROPERTY TAXABLE OISrRlBUTIONS (include outright spousal disrnbullons, and transiers uncer Sec. 9116 (a) (1.2)] REcATiCNSHIP TO DECEDENT Do Not List Trustee(sl AMOLiNT OR SHARE OF ESTATE l. Sondra Green Neice 1/7 2. Linda Manley Neice 1/7 3. Edward Napoliello Nephew 1/7 4. Steven' Napoliello Nephew 1/7 5. Gail Napoliello Neice 1/7 6. Richard Napoliello Nephew 1/7 7. I. Lori Chermak Grandneice 1/14 8. Beth Brown Grandneice 1/14 c/o Sondra Green 3 Enck Road Boiling Sprimgs, PA 17007 ENTEP, DOLLAR AMOUNTS FOR DISTRIBUTlONS SHOWN ABOVE ON LINES 15 THROUGH i8. AS APPROPRIATE, ON REV-15DD COVER SHEET II NON-TAXABLE DISTRIBUTlONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEiNG MADE B, CHARITABLE AND GOVERNMENTAL DISTRi8UTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1S00 COVER SHEET $ (If more space is needed, Insert additional sheets of the same 51 <e) 09-13-2005 NAPOLIElLO 09-30-2004 21 04-0947 CUMBERLAND 101 APPEAL DATE: 11-12-2005 ( See reverse side "nder Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER Of WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -. RETAIN LOWER PORTION FOR YOUR RECORDS _ REV:is47-EX-AFP"io3:0si-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MAMIE FILE NO. 21 04-0947 ACN 101 BUREAU OF INDIVIDUAL TAXES ENHERITANCE TA~ DIVISION PO BOX 280601 HARRISBURG PA 17128.0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE N~~~~\'JAX APPRAISEI1ElIh-~~'.\i~ QtSALLOWANCE OF DEDucrmm; 'AND 'ASSe,SSI1ENT OF TAX MARK T SILLIKER ESQ SILLIKER a REINHOLD 5922 LINGLESTOWN RD HBS PA 7.nns <::r-Cl '" ""'fEl', 6 .~,\,~ ....._1 j v "'-'i'J ,..oi ESTATE OF 1'" ccv ,JIATE OF DEATH 0:,,::e"'-',,:' ,'f;~L,&,- NUMBER ,'-" U . COuNn ,-". ACN 17112 ESTATE OF NAPOLIElLO TAX RETURN liAS: ( I X) CIlANGED ) ACCEPTED AS FILED SEE If an assess.ant was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. AltOunt of Line 14 at Spousal rat.. (15) 16. Amount of Line 14 taxable at Llneel/Class A rat. (16) 17. A-.unt of Line 14 at Sibling ,ate (17) 18. Amount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01 1. R..I Estate (Schedule AJ (1) 2. Stocks and Bonds ISchedule B) (2) 3. Closely Held Stock/Pertnership Interest (Schedule CJ (3) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/B.nk D8PQsitsIMisc. Personal Property (Schedule E) (S) 6. Jointly Owned Property (Schedule f) (6) 7. Transfers (Schedule G) (7) 8. Total Assets .00 .00 .00 .00 .00 .00 .00 IB) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Hisc. Expenses (Schedule Hl 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charit.b1e/Governnent.1 Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Est.te Subiect to Tax 19) 110) 1,852.00 .00 Ill) 112) 113) 114) NOTE: .00 .00 .00 79,347.49 x 00 = X 045 = X 12 = X 15 = *' REV-1547 EX AFP (06-05) MAMIE DATE 09-13-2005 ATTACHED NOTICE NOTE: To insure proper credit to your account, submit the upper portion of this forn with your tax p""..,t. .00 ].8r;? 00 1,852.00- .00 79,347.49 119)= .00 .00 .00 11 ,902 .12 11,902.12 TAY C DTTS: '.J AI1DUNT PAID DATE IIUI1BER INTEREST/PEN PAID (-) 01-06-2005 CD004814 .00 12,179.92 TOTAL TAX CREDIT 12,179.92 BALANCE OF TAX DUE 217.80CR INTEREST AND PEN. .00 TOTAL DUE 217 .80CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST. IF TDTAL DUE IS LESS THAN 01, NO PAYI1ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDlr' ICR), YOU IlAY BE DUE A REFUND. SEE REVERSE SIDE OF TWT~ ~nDM &:nD T"~""l___"'_._ ... REV.141OEX(6-88) '* INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU DF INDMDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER Mamie Napoliello 2104-0947 REVIEWED BY ACN Destiny S.R.Brown 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H Accepted additional debts. ROW pag~ BUREAU OF INDIVIDUAlprr~~'-'Cn ("\CCir'.i= INHERITANCE TAX DIVISION' '-. .......1; _'C-._' U. , 'Uc._ PO BOX 280601 '. . ~ .'. -. ", " HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) r , DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-17-2005 NAPOLIELLO 09-30-2004 21 04-0947 CUMBERLAND 101 MAMIE ?nGS nrT?p r ". 23 '*' .... <. '~, '4-' V I ,,-:.J r' i'~ .J . MARK T SULIKER ESQ SILLIKER& REINHOLD 5922 LINGLESTOWN RD HBG PA 17112 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF NAPOLIELLO MAMIE FILE NO.21 04-0947 ACN 101 DATE 10-17-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-06-2005 PRINCIPAL TAX DUE: 11,902.12 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-06-2005 CD004814 .00 12,179.92 09-26-2005 REFUND .00 277 .80- TOTAL TAX CREDIT 11,902.12 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 lE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J cf'- Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/27/2006 SILLIKER MARK T ESQUIRE SILLIKER & REINHOLD 5922 LINGLESTOWN RD HARRISBURG, PA 17112 RE: Estate of NAPOLIELLO MAMIE File Number: 2004-00947 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COUR.T RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/30/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~. Vi' ./.1- /} ta1!-~ l7'tP!/1L/j .fd7A'/.U//1~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/27/2006 GREEN SONDRA 3 ENCK DRIVE BOILING SPRINGS, PA 17007 RE: Estate of NAPOLIELLO MAMIE File Number: 2004-00947 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/30/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, II - ~4'~~ ~-"~~d/'j,~~L.~ujJ Glenda Farner Strasb~~V Clerk of the Orphans' Court cc: File Counsel . " 1..1..; C) !== (~5 ,-, Ci"J C:) Le ?_~; LtJ i):: (I) Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 NameOfDecedent:--!faJnie, ~/IBllo Date of Death: Estate No.: cJoDLf - DO';,!? Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rilles, I report the following with respect to completion of the administration of the above-captioned estate: 1. State~ether administration of the estate is complete: Yes ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the perso~esentative :file a final account with the Court? Yes 0 No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the perso~representative state an account informally to the parties in interest? Yes { No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be :filed with the Clerk of the Orphans' Court and may be attached to tbis report. . ~ / Date:9k-l~ ~~ Signature ..:r o l1Jtu* T S'ilkkt>r;~,e. Name 6<)~ li r:j~ {2~tfms6a1'Jl Address 1711~ (j (7/7 )671-/9;0 elephone No. ;Q: ~::( I-- L:- 0: -,r- f5" <--._.1 \..0 N 0- W \Z) '-0 = ~ "-J ?~ ~i d3~, 5~; u Capacity: . QPersonal Representative ~ounsel for personal representative 9f