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HomeMy WebLinkAbout12-03-12 1505611185 REV-1500 EX (02-11)(FI) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Tazes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 21 12 0314 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date Of Blrth MMDDYYYY 162-22-5150 0303212 06221928 Decedent's Last Name Suffix Decedent's First Name M I PINTI ELEANA p (If Applicable) Enter Surviving Spouse's Information Befow Spouse's Last Name Suffix Spouse's First Name M I Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW 1 . Original Relurn ^ 2. Supplemental Return ^ 3. Remainder Return (Date of Death ^ 4 Limited Estate ^ 4 Prior to 12-13-82) F ^ . a. uture Interest Compromise (date of 5. Federal Estate Tax Return Required 6 Decedent Died Testate ^ 7 death after 12-12-82) D d t M i 0 . . (Attach Copy of Wilp ece en a ntained a Living Trusl 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust.) ^ 9 Litigation Proceeds Received ^ 10. II Spousal Poverty Credit (Date of Death LJ 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 SHp~I}D BE DIRECTED TO: Name Daytim~yelephone Ntl~er ~7 ELIZABETH B. PLACE, ESQ. 71,'r~~a-i,n~-n m First Line of Address SKARLATOSZONARICH LLC Second Line of Address 17 S• 2ND ST•, 6TH FL City or Post Office State ZIP Code HARRISBURG PA 17101 ~ ._ ~E~JaST OF WILLS USE pNLT y ~:. e `• 4 ~ 17 --•~.-~ -~.~. .7 _ ._, , _ ;:: .J -dT DATE FILED correspondent'se-mail address: EBPaSKARLATOSZONARICH • 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. VICTORIA A• CAPARELLA r~ P. 0• BOX 142 `~~"""`~~ MECHANICSBURG, PA 17055 THAN REPRESENTATIVE ELIZABETH B. PLACE ///.3D//Z. 1~. 2ND STREET, 6TH FLOOR HARRISBURG, PA 17101 PLEASE USE ORIGINAL FORM ONLY Side 1 1505611185 OM46473.000 155611185 ~ ~I! v 1505611285 REV-1500 F>C (FI) Decedent's Social Security Number 162-22-5150 Decedent's Name P I N T I E L E A N A P RECAPITULATION 1. Real Estate (Schedule A) • . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 0 , 0 0 2. Stocks and Bonds (Schedule B) . 2 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) , 3 4. Mortgages and Notes Receivable (Schedule D) q_ 5. Gash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5, 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested g, 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. $. Total Gross Assets (total Lines 1 through 7) 8. Side 2 OM4648 3.000 9. Funeral Expenses and Administrative Costs (Schedule H). g, 3 9 , 5 5 4 •0 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 10. 7, 351.00 1 1. Total Deductions (total Lines 9 and 10) , 11. 4 6 , 9 D 5 , D ^ 12. Net Value of Estate (Line 8 minus Line 11) 12 3 4 7 , 6 8 2.0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) , 13. 0 , 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) iq. 347, 682 • ^^ TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers unrjer Sec. 9116 U (a>(1.2)x.O - 0.00 15. 0.00 16. Amount of Line 14 t xable 4~ at lineal rate X .0 0. 0 0 1 s. 0. 0 0 17. Amount of Line 14 taxable at sibling rateX.12 94, 822.00 17. 11, 379.00 18. Amount of Line 14 taxable at collateral rate X .15 2 5 2, 8 5 6. 0 0 1 s. 3 7, 9 2 8.0 0 19. TAX DUE 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505611285 1505611285 106,208•DO a•DD 0.00 270,891.00 0.00 17,488.00 394,587.00 49,307.OD a REV-1500 EX (FI) Page 3 Decedent's Com lete Address: File Number 21 12 0314 DECEDENT'S NAME PINTI ELEANA P STREET ADDRESS CUMBERLAND CITY STATE ZIP MECHANICSBURG PA 17055- Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 4 7~ 0 0 0. Q Q B. Discount 2, 3 5 0. 0 0 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) •oa 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Q . 0 0 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 ^ ^X b. retain the right to designate who shall use the property transferred or its income ^ 0 c. retain a reversionary interest ^ d. receive the promise for life of either payments, benefits or care? ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . ^ 3 Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ^ 4. Did decedent own an individual retirement account, annuity, or other non-probate property which , contains a beneficiary designation? ® ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the 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. Total Credits (A + B) (2) (1) 49, 307 •00 49,350.00 (3) 0.0 0 DM4671 2.000 REV-1503 EX. (698) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER Eleana P. Pinti _ 21 12 0314 All property jointly-owned with right of survivorship must be disclosed on Schedule F. swasss iooc (If more space is needed, insert additional sheets of the same size) REV-1508 EX~ (11-10) pennsylvania SCHEDULE E oEPaRTmtENroE REVISNUe CASH, BANK DEPOSITS, & MISC. R sloEnroECEnENTTURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Eleana P. Pinti 21 12 0314 Include the proceeds of litigation and the date the proceeds were received by the estate. All ro ert 'ointl owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH ~ U.S. Treasury - Tax Refund 1,962 2 Sovereign Bank Money Market No. 1051079314 33,290 Interest accrued to 3/3/2012 2 3 M&T Sank Checking Account No. 23525622 49,855 4 PSECU Savings Account S1 22 5 PSECU C/D No. S50 20,735 Interest accrued to 3/3/2012 4 6 PSECU C/D No. S51 20,735 Interest accrued to 3/3/2012 4 7 PSECU C/D No. 552 20,735 Interest accrued to 3/3/2012 4 8 PSECU C/D No. S53 20,735 Interest accrued to 3/3/2012 4 9 PSECU C/D No. S54 25,696 Interest accrued to 3/3/2012 5 10 PSECU C/D No. S55 25,696 Interest accrued to 3/3/2012 5 11 PSECU C/D No. S56 25,696 Interest accrued to 3/3/2012 5 12 PSECU C/D No. S57 25,696 Interest accrued to 3/3/2012 5 TOTAL (Also enter on line 5 Recapitulation) $ ~ 270 , 691 owaeao z o0o If more space is needed, use additional sheets of paper of the same size. FiEV-1510 EX + (OB-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY es r AI t ur FILE NUMBER Eleana P. Pinti 21 12 0314 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 NUMBE DESCRIPTION OF PROPERTY v~u~rrfwunEOrrrE°wvssFEaee,rreiRaeunoNSwProoeceoerrrnro rfon~oFln.asFeannnr.~ncoavoFrreoeeoFORREn~ESrnrE. DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION IFAPpuCAe~E TAXABLE VALUE ~ PPL Employee Savings Plan No. MG010616 12,910 100.0000 0 12,910 Paid to the Estate as beneficiary 2 PPL IRSP Plan No. MG014932 4,578 100.0000 0 4,578 Paid to Estate as beneficiary TOTAL (Also enter on line 7, Recapitulation) $ 17 4 It more space is needed, use additional sheets of paper of the same size. 9W46AF 2.000 REV-1511 EX~ (10-09) pennsylvania DEPARTMENTOF REVENUE INHERITANCE TAx RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Eleana P. Pinti 21 12 0314 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~. Cantor 100 2 Funeral Luncheon 614 Total from continuation schedules . 523 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 20 , 000 Name(s) of Personal Representative(s) Victoria CaDarella Street Address P.O. Box 142 City Mechanicsburg State PA ZIP 17055 Year(s) Commission Paid: Payment pending 2. Attorney Fees: 15, 000 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: 449 5. Accountant Fees: 6. Tax Return Preparer Fees: 550 7. 1 Victoria A. Caparella Executor's out-of-pocket expenses for postage, travel, copies, etc. 1,223 Total from continuation schedules 1,095 9W46AG 2.000 TOTAL (Also enter on Line 9, Recapil If more space is needed, use additional sheets of paper of the same size. Estate of: Eleana P. Pinti 21 12 0314 Schedule H Part 1 (Page 2) Item No. Description Amount 3 Royers Flowers 523 Total (Carry Forward to main schedule) 523 Estate of: Eleana P. Pinti 21 12 0314 Schedule H Part 7 (Page 2) 2 SkarlatosZonarich LLC Accrued and anticipated disbursements £or copies, postage, filing fees, travel and other expenses 750 3 The Sentinel - Estate Notices 221 4 Cumberland Law Journal - Estate Notice 75 5 Register of Wills - 3 Short Certificates 12 6 SkarlatosZonarich LLC - Costs 37 Total (Carry forward to main schedule) 1,095 REV-7512 EX+ (12-OB) pennsylvania SCHEDULE I DEParzTMENTOF REVeNUE DEBTS OF DECEDENT, INFiERITANDE TAX RETURN RES MORTGAGE LIABILITIES & LIENS IDENT DECEDENT ESTATE OF FILE NUMBER Eleana P. Pinti 21 12 0314 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~ Bethany Village - Balance due 4,511 2 Community Life Team 106 3 Continuing Care RX 35 4 Quantum Imaging 13 5 Pinnacle Health Emergency 65 6 Holy Spirit Hospital 482 7 Pulmonary & Critical Care Med Assoc. 105 8 Pinnacle Health Med Svcs. 34 9 United States Treasury Estimated liability for taxes and interest on 2010 federal income tax. 2,000 TOTAL (Also enter on Line 10 Recapitulation) ~ $ 7 351 BW46AH 2.000 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) Pennsylvania DEPPRTMENi OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF: FILE NUMBER: F.1 Dana P Ain}i L1 1 L V-J19 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [InGude outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Flora Caparella 900 S. 31st Street Camp Hill, PA 17011 3/11 of Residue: 94,822 Sister 94,822 2 Shirley Marshall 499 Spruce Road New Cumberland, PA 17070 1/11 of Residue: 31,607 Niece 31,607 3 Donald M. Pinti 513 Market Street New Cumberland, PA 17070 1/11 of Residue: 31,607 Nephew 31,607 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 8 OF REV-1500 COVER SHEET, AS APP ROPRIATE. II NONTAXABLE 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 ~ .,, $ 0 ~.aov.i auuu - - -~---'- "--_ ..... ...... ......~.~.,~~~~ ~~~«.~ ~~ NaPei ui uic same s¢e. Estate of: Eleana P. Pinti Schedule J Part 1 (Page 2) Item No. Description 4 James F. Pinti 6100 Westover Drive Mechanicsburg, PA 17055 1/11 of Residue: 31,607 5 Richard Pinti 2421 Jerico Drive Harrisburg, PA 17110 1/11 of Residue: 31,607 6 Michael Pinti 614 Somerset Drive Mechanicsburg, PA 17055 1/11 of Residue: 31,607 7 Robert Pinti 623 Gutshall Road Boiling Springs, PA 17007 1/11 of Residue: 31,607 8 Anthony Pinti 43 White Oak Boulevard Mechanicsburg, PA 17050 1/11 of Residue: 31,607 9 Diane Cline 15 Boeing Road New Cumberland, PA 17070 1/11 of Residue: 31,607 Nephew Nephew Nephew Nephew Nephew Niece Relation 21 12 0314 Amount 31,607 31,607 31,607 31,607 31,607 31,607 LAST WILL AND TESTAMENT ~p ~ = ---, T :~ -~,:-. ' , , ','' _-_m ~ - ELEANA PINTI rt'=;f'-=~ ~` ~-`" ~ ~ ~_, -,-, I, ELEANA PINTI, of 600 Manor Road, East Pennsboro Township;m~erla~d _ _ `=; -_y f..J :•f-i County, Pennsylvania, being of sound and disposing mind and memory, do makes publish artd `~~' T ~, declare this to be my Last Will and revoke any Wills and codicils previously made by me. ARTICLE ONE Specific Bequest of Tangible Personal Prover I give and bequeath all of my tangible personal property including by way of illustration and not limitation, such of the following property which I may own at the time of my decease: automobiles, furniture, furnishings, books, pictures, jewelry, china, linen, silver, clothing, household effects and personal effects, and other tangible personal property of like nature, (not including cash, securities and other property used for the production of income), together with any existing insurance thereon, to my sister, ROSA PINTI, if she survives me by thirty (30) days; or, if my said sister does not so survive me, this gift shall lapse and form a part of the residue of my estate passing under ARTICLE TWO. ARTICLE TWO Residue I give, devise and bequeath all of the rest, residue and remainder of my estate of whatever nature and wherever situated, to my sister, ROSA PINTI, if she survives me by thirty (30) days; or, if my said sister does not so survive me, as follows: (A) Three Elevenths (3/1 I }thereof to my sister, Flora Caparella, if she survives me by thirty (30) days; or, if my said sister does not so survive me, to my said sister's issue, per capita; (B) Two Elevenths (2/11) thereof to the issue, per capita, of my brother, Dominick Pinti; (C) Two Elevenths (2/11) thereof to the issue, per capita, of my brother, Gino Pinti; and (D) Four Elevenths (4/11) thereof to the issue, per capita, of my brother, Anthony Pinti. ai~~ia.an~,~ id i~,~riri i,,,~ LAST WILL AND TESTAMENT OF ATTORNEYS AT LAW ELEANA PINTI Page I ARTICLE THREE Taxes I direct that all estate, inheritance and other death taxes (other than any generation- skipping transfer taxes), and any interest and penalties thereon, imposed by reason of my death with respect to property subject to such taxes, whether such property passes under this Will or otherwise, and payable to any federal, state or foreign taxing authority, shall be paid to the extent possible from the assets of my residuary estate passing under ARTICLE TWO hereinabove, prior to its division into shares for beneficiaries. ARTICLE FOUR Protective Provisions The principal of my estate and any trusts created hereunder, and the income therefrom, so long as the same are held by my Executor shall not be subject to anticipation, assignment, pledge, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his/her interest in my estate or any trust hereunder, nor shall the said interest of any beneficiary be liable or subject in any manner while in the possession of my Executor for any liability of said beneficiary, whether such liability arises from said beneficiary's debts, contracts, torts, or other engagements of any type. ARTICLE FIVE Powers of Executor In addition to and without limiting the powers conferred by case law, by statute, and by other provisions hereof, my Executor shall have the following rights and powers exercisable without the need for court approval: (A) Accept and Retain Investments. To accept and retain any form of real or personal property received by transfer, devise, bequest or otherwise without being required to diversify and without being limited to the types of investments in which fiduciaries are authorized su,aF~.A'ro6 & volvnt~a u ur LAST WILL AND TESTAMENT OF ATTOR NEVS AT LAW ELEANA PINTI Page 2 --- -------- . ,w by law to invest. This authority shall specifically include the authority to accept and retain any stock of a corporate fiduciary hereunder, or in any corporation which controls or is controlled by it, or any other corporation in which it holds any ownership interest, together with any stock dividends received thereon, or any stock acquired in the exercise of subscription rights, or received by reason of any consolidation, merger or reorganization, without liability for such retention. (B) Invest. To invest and reinvest in any form of real or personal property without limitation by any law applicable to investments by fiduciaries. (C) Voting Rights. To vote a security in person or by proxy, to participate in or consent to any merger, reorganization, dissolution, liquidation, voting trust plan, or other action affecting any securities held hereunder, and; to exercise conversion, subscription, and other rights of whatever nature. (D) Title To Property. To register or hold securities and/or other property in the name of a nominee or nominees, including that of a clearing corporation, a depository, in book entry form, or to retain securities and/or other property unregistered or in a form permitting transfer by delivery. (E) Sale, Lease and Other Dealings with Property. To sell, from time to time, at public or private sale, exchange, lease, encumber, option or otherwise dispose of all or any portion of assets held hereunder; to make, execute and deliver deeds, mortgages, leases, assignments and other documents necessary to carry out any of the powers granted hereunder, which shall specifically include the authority to grant leases which extend beyond the period authorized by law, and; to partition, subdivide, improve and impose any restrictions on real estate held hereunder and enter into agreements concerning the partition, subdivision, improvement, zoning or management of any such real estate. $~'~~&Il ur LAST WILL AND ~1'ESTAMENT OF ATTORNEYS AT LAW ELEANA PINTI Page 3 - r- _ (F) Borrow. To borrow money from any person or institution and pledge property as security for repayment of funds. (G) Distributions in Kind. To make distributions in cash or in kind, or partly in each, and; to allot different kinds of property to different shares without regard to differences in the income tax basis of such property. Any such designation, division, allocation, apportionment or valuation of property shall be binding and conclusive on all parties. (H) Settle Claims. To institute, prosecute and defend any and alll legal proceedings; and compromise, release, adjust and/or settle any debt or claim. (I) Employment of Agents. To employ agents including attorneys, accountants, and others to perform administrative duties. (J) Disclaimer. To disclaim any interest in property which would devolve to me or to my estate by whatever means, including but not limited to the following means: as a beneficiary under a will, as an appointee under the exercise of a power of appointment, as ~ person entitled to take by intestacy, as a donee/beneficiary of an inter vivos transfer, as a beneficiary under any insurance policy, as a beneficiary under an individual retirement account or annuity, and as a beneficiary under any qualified or non-qualified retirement plan. (K) Property Distributable to Minors. Any property (whether income or principal) distributable to a beneficiary of my estate or any trust created hereunder who is under a disability may be paid directly to such beneficiary, to the parent or guardian of such beneficiary, to a custodian selected by my Executor (other than my Executor) under the Perunsylvania Uniform Transfers to Minors Act or under a similar act of any other state, or to persons caring for or having custody of such beneficiary (other than my Executor) or may be applied for such beneficiary's benefit by payment to such other persons, organizations or institutions (other than my Executor) as my Executor may select, and the receipt of any such payee shill be a full release therefor. The receipt of any such payments by any such person shall be a full acquittance of my stcnta.nTass~z~rtnx~ m' LAST WILL ANDI TES~',9MENT OF ATTORNEYS AT LAW ELEANA PINTI Page 4 Executor as to any amounts so paid. Any beneficiary hereunder shall be considered to be under a disability while under the age of twenty-one (21) years or at any time when, in the opinion of my Executor such beneficiary is incapacitated in any way so as to be unable to properly manage his/her affairs. ARTICLE SIX Fiduciaries (A) Executor. I appoint my sister, ROSA PINTI, as Executor of this Will (my said Executor and any successor Executor or co-Executors shall be collectively referred to herein as my "Executor"). Should my said sister die, renounce, resign, fail to qualify or cease to act as my Executor for whatever reason, I appoint my niece, VICTORIA CAPARELLA, and my nephew, MICHAEL PINTI, as Co-Executors of this Will. (B) Miscellaneous. Any successor Executor shall succeed to the capacity of its predecessor without re-conveyance or transfer of property and have all of the rights, powers, authorities and discretion conferred upon the original Executor. No successor Executor shall be obligated to examine the accounts, records, or acts of a previous Executor, nor shall any such successor Executor in any way or manner be responsible for any act or omission to act on the part of any such previous Executor. No Executor serving hereunder at any time shall be required to file any bond or enter security in any Court or jurisdiction in which said fiduciary may be called upon to act. ARTICLE SEVEN Interpretation (A) Issue. Whenever the term "issue" is used herein, such term shall be interpreted to include adopted persons as well as natural persons, provided in each instance that the adoptee is under the age of eighteen (18) years at the time of adoption. Such term is also intended to include persons in gestation at any pertinent time under this Will, provided such persons survive birth by thirty (30) days. St{ARIA'P06&~(DNARI~d up LAST WILL ANI) TESTAMENT OF ATTORNEYS AT LAW ELEANA PINTI Page S (B) Gender and Number. Where appropriate except where the context otherwise requires, whenever used herein, the singular includes and plural, the plural the singular and words of any gender shall be applicable to all genders. (C) HeadinQS/Ca lions. The headings/captions of Articles, Sections and Paragraphs used herein are for convenience of reference only and shall have no significance in the construction or interpretation of this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last Will and Testament, consisting of Eight (8) typewritten pages, including this attestation clause and the following Acknowledgment and Affidavit, to be executed, declared and published this ~% ~ d y ~~ i __ ELEANA PINTI -- ~~(~ N . 2 ~ ra ST. n<« p-~ ~~ J ° ~. S ~ 1 `'10 ~~. s~t[aTasx~aotvatataH uP ATTORNEYS AT LAW LAST WILL AND TESTAMENT OF ELEANA PINTI Page 6 ~.: _ ~ ~~~}~i AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF DAUPHIN ~ SS: we, GR~~ S, C~ec~~ c ,~ ~ 7 . and 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 ELEANA PINTI, sign and execute the instrument as the Testatrix's free apd voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Test~[rix signed the Wil] as witnesses; and that to the st of our knowledge, the Testatrix was at the time twenty-one (21) or re years of a sound mind and under no constraint or undue influence. Residing at /QC9 N • 2~~~ at 170~Q worn or d and acknQwledge~ c A N ~l'(~ 2~ C~ anti this ~`%µdayof~~;:-~~ ~~~~~ 20(?i. me by G~~~ ~ ~. ~'o~~cA~ n ~ ,the witnesses, f/ Notary Public ~~ My Commission Expires: f %' `~ ~ LAST WILL AND~TESTAMENT OF ELEANA PINTI DANtEt M. NARTM ~ %16UC Page 8 AQY COMMISSION EXPIRESN UtY 5, 2003 ~ s. ~~~ K`-` ~~ ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF DAUPHIN ) I, ELEANA PINTI, the Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. ELEANA PINTI Sworn or affirmed to and acknowledged before me by ELEANA PINTI, the Testatrix this / ~ ~ 1 / ~ day of^ ~~~ ~ '>>!'(`~~ } ~-~~-- ~ 2~------~._ r Notary Public ~ r f, My Commission Expires: ~' %f :>/{`-:_ NOTARIAL SEAL DANIEL M. NARTMAN, NOTARY %1BLIC MY COMM' SS~ION EXPIRESNULYUS, 2003 St{AtdA'Ta6&71~MARIQ-Il uP ATTORNEYS AT LAW LAST WILL AN17 TESTAMENT OF ELEANA PINTI Page 7 r" ,~:~ ^ L Q. 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C C N ~ O N d w N E T C a Q ~ ~ E a3 rna~ X-~6o C O O N N x ra~E~o U ~ M K'- N 0 ~ W.o~w~ v r w W d ~'~ ~ -- •o a 3T~Eo, U ~ 'O ~ C C .0 ~Z-O O.O 0 m m~ m Xa^~ ~ W ~ Qi ~`~ R~ ' T ~ C C W f6 C 0 - Z ~ N fl 'o ~ ~ 2 a~ ~ a~ a~ 2 N (6 (gyp ~ m Uinoo~ N O C_ C_ w 3 ~ ~ ~ ~ -O .C j 7 01 O ~ N N L 1]'C 'N .N U c~~33w • ~ww ~ -o - cOa_ o ~ t N ~ ~ ~ ~~~'~U cn v~ N (6 t6 3 ~ N .y "p 'O 'O ~ C C C C O O O O ~ ~ ~ a Qa• r O Ul rn (0 d r .O N C Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: 162-22-5150 March 3, 2012 Account #: 1051079314 Type: Money Market Open date: 8/27/1996 In the name of: Eleana Pearl Pinti (Flora M Caparella, POA) Date of Death Balance: $33,290.25 Int.(YTD) from 1/1/2012 to 2/24/2012 $22.57 Accrued interest to date of death: $1.59 Other Info: Eleana P. Pinti Page 1 of 1 Q MBTBank 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Phone888-502-4349 Fax (302) 934-2955 Apri124, 2012 Skarlatos Zonarich, LLC 17 South Second Street, 6u' floor Harrisburg, PA 17101-2039 Re: Estate of Eleana P. Pinti Social Security: 187-09-2517 Date of Death: January 20, 2012 Dear Sir or Madam: Per your inquiry on April 17, 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 Account Number Ownership (Namzs of) Opening Date Balance on Date of Death Accrued Interest Total Checking Account 23525622 Flora M. Caparella (POA) Eleana P. Pinti 0328/1989 $49,854.99 $ .28 _ __.... $49,855.27 For any additional information on the above accounts, induding ownership and any changes, dosures andlor reimbursement of funds, please ®Il the West Shore Plate at 717-731-1730. We were unable to locate any safe deposit box for the above-mentioned decedent This letter does not indude any accounts in which the deceaxd may have been listed as Power of Attorney, Custodian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement. Sincerely, Valarie Mercer Adjustment Services PSEC~ Skarlatos Zonarich, LLC Elizabeth B. Place, Esquire 17 S. 2na St. Han-isburg, PA 17101-2039 Re: ELEANA P PINTI, Deceased. PSECU Reference # 4717002056880 Dear Attorney Place: 04/ 19/2012 The above referenced person has an account with PSECU which was opened on August 26, 2010. The Share accounts were individually held by ELEANA P PINTI. The following are the Date of Death Balances for ELEANA P PINTI's account with PSECU: Account Date of Death Balances (S1)- Savings $21.56 (S50) -Certificate $20,735.18 (S51) -Certificate $20,735.18 (S52) -Certificate $20,735.18 (S53) -Certificate $20,735.18 (S54) -Certificate $25,695.67 (S55) -Certificate $25,695.67 (S56) -Certificate $25,695.67 (S57) -Certificate $25,695.67 Interest -March 1-3 $0.00 $4.26 -Opened 9/14/2010 $4.26 -Opened 9/14/2010 $4.26 -Opened 9/14/2010 $4.26 - Openned 9/14/2010 $5.28 -Opened 1 /20/2011 $5.28 - Opened 1/20/2011 $5.28 - O erred 1/20/2011 $5.28 - Opened 1 /20/2011 The account has been closed. If you have any questions, please contact me at (717) 234- 8484 or toll-free at (800) 237-7328, press 6, extension 3120. Sincerely, Sandy F ley ! 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 BYTHE NATIONAL CREDIT UNION ADMINISTRATIOf~F. EQUAL OPPORTUNITY LENDER. • , ~ •~ ~ i ~ • i • ~~ r' pP~ z ~_ PPL Employee Savings Plan ELEANA P PINTI 900 SOUTH 31ST CAMP HILL, PA 17011 Savings Statement January 1, 2011 -December 31, 2011 ENV#IiG010616 MG 90033 R ~ PPL Pension and Savings Center. 1-800-827-3321 To make changes to your account or for questions about this statement, call the till-free customer service number Representatives are avalilable 8:30 AM - 8:00 PM M-F __ - - - ~ Your Account Summary Your Asset Allocation Beginning Balance $25;259.28 Withdrawals -12,839.39 Change in Market Value 490.57 Ending Balance $12,910.46 Additional Information • Vested Balance $12,910.46 • Dividends 8 Interest $490.57 Your Personal Rate of Return This Period 2.2% Year to Date 2.2% Your Personal Rate of Retum is calwlated with atime-weighted formula, widely used by financial analysts to calculate irnestment earnings. It reflects the results of your invesimen4 selections. as well as any activity in the plan account(s) shown:. There are other Personal Rate of Return formulas used that may yield different results. Remember that past pertortnance is no guarantee of future results. Bonds 100% Your investments are currently allocated among the displayed asset classes: 'Percentages nd totals may not be exact due to rounding. I Market Value of Your Account Shares on Shares on Price on Price on Iglarket Value Market Value Investment 12/31/2010 12/31/2011 12/31/2010 12/31/2011 O 12/31/2010. on 12/31/2011 B~xdan~ssttn~f#~. , >~: ....::....... ~f }.... r.}~ ~ .......: . '. ..'.:...~.~ ':...i. ~1'.S'g,~~ > ..',.. _. ~1~,+31ft~5 <... Blended Int. Rate 25,259.280 12,910.460 $1.00 $1.00 25,259.28 12,910.46 .. ;. ,.. ,A I Remember that a dividend payment to fund shareholders reduces the share price of the fund, so a decrease irr the share price for the statement period does not necessarily reflect lower fund performance. Please read this statement carefully: Any error must be reported to Fdeliry Investmentt within 90 days. 10616 MG010616 0001 20120110 MC4K ! Page 1 of 6 :;;; , '•~~Lt:j~1: ~, _ PPS ' - ,,,_ PPL IRSP Plan Savings Statement January 1, 2011 -December 31, 2011 ENV#MG014932 MG 90034 R ELEANA P PINTI 900 SOUTH 31ST CAMP HILL. PA 17011 Your Account Summary Beginning Balance $8,957.57 Withdrawals -4,553.17 Change In Market Value 173.97 Ending Balance $4,578.37 Additional Information • Vested Balance $4,578.37 • Dividend & Interest $173.97 Your Personal Rate of Return This Period 2.2% Year to Date 2.2% Your Personal Rate of Retum is calculated with atime-weighted formula, widely used by finanaal analysts to calculate investment earnings. It reflects the results of your investment selections as well as any activity in the plan account(s) shown There are other Personal Rate of Return formulas used that may yield different results. Remember that past performance is no guarantee of future results. t$ Customer Servicie Center: 1-800-835-5092 To make changes to our account or for questions about this statement, call th~ toll-free customer service number Representatives are available 8:30 AM - 8:00 PM M-F. Your Asset A~la~~tion Bonds 1000 Your account is currently allpcated among the asset classes specified above. Percentages and totals may not be exact due to rounding. Il~arls~# ~fall:~e ©f. Year Account _ Shares/Units Shares/Units Price on Price on $1 Market Value 1 Market Value Remember that a dividend payment to fund shareholders reduces the share price of the fund, so a decrease lin the share price for the statement period does not necessarily reflect lower fund perforrr~nce. Please read this statement carefully. Any error must be reported to Fidelity Investments within 90 days. 14932 MG014932 0001 20120110 MG4K Fidelity Investments, PO Box 673008, Dallas, TX 75267-3008 Page 1 of E os2soo~eesns:~: .~ ., ,w~ OIWN~N y~ 0C9N~o O. ^HJ~N nj~Fgr°, ~?LLO'O I; 1 ~; 9 r.'(, ~;._:. DI~ F F i y //yy h .".. LL O f~~r, J OJ J LL ~8~~~ r ` =i t M ~ t ~ ~~ ~; ,~. >, 4 ' ~P r i t d` ' s 41 ~ ~ ~, . t n t fi ,j§. > ~ ~~ s ~~. ~' ~,; . ,,.`t { . 9q, S ~ rv ,; i( ~~ '$ ~7 ~R r . :f V 1 ;. ~ a ! ~ ~ ~: y ~Y, ~ IJ f, ~. 1 /t. 1 y, I Pi ° f ;~~ t h. 17 . [i it ~' ~ ' it., U C ~ o ~ ~ _ i ~ ~ ~ M M - ~ ~ ~ M O _ ~ ~ _ ~ ~ V ~ ~ _ M- _ O O O 2 ~ L ~ C ~ ~ N O U ~ ~U~ C~ i i. }' A. > ~ F~ r rJ ~k Skarlatos ~v '.~~~~ : a ~ ~ .~ ~ LLc Sound Advice Smarter Decisions. November 30, 2012 Office of Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Eleana P. Pinti No.21-12-00314 To Whom It May Concern: 17 South Second Street, 6'h Floor Harrisburg, PA 17101-2039 717.233.1000 Voice 717.233.6740 Fax www.skarlatoszonarich.com Enclosed for filing is an original and one copy of the Inheritance Tax Return and Inventory for the above referenced estate. Also enclosed is a check in the amount of $30.00 representing the filing fees. Please time-stamp the extra copies and return to me in the envelope provided. Thank you. Sincerely, ~I : j~~~ Sharon K. Shaffer ~ Estate Admrnis[rator ~ p shat_on~~sl_arlatoszonarich.con .-~U. Sri A r- ~ ~ rr7 Enclosures ~ - h ~ ~~ G 'Z7 '-~ rte; ~~ ~ rPi r~ ~ a _. ~ r;~ e~ -e ~ ~ ~ r ;, >,.~ ~ t F-~ i "_. P~rl r._. (Jl C!s C~ W -+Y A Member of LawPacf'"' - An Intonational Association of Independent Law Firms