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Home My WebLink About12-17-12 (2) or~5 ~~ J 1505610105 _ EX (oz-u) (Fq ' ~ REV- ~ 5OO OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Bureau of Individual Taxes ~ ~~ ~~~ Po Box zao6ot INHE RITANCE TAX RETURN County Code Year File Number ,n,n~ ~ ~ R ESIDENT DECEDENT I ` ~C i Harrisburg, PA>71z8-o6ot < .. ENTER DECEDENT INFORMATION BELOW v Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 284-12-1212 01/30/2012 05!25/1922 Decedent's Last Name Suffix Decedent's First Name MI Fiorina Anna J (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 FILE D 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 Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) fly 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attaoh Schedule O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DtRECTEO T0: Name Daytime Telephone Number Lisa Marie Coyne, Esq. (717) 373-0464 First Line of Address Coyne & Coyne, P.C. Second Line of Address 3901 Market Street City or Post Office Camp Hill Correspondent's a-mail address State ZIP Code PA 17011 REGISTER OF WII.F~~S;USE 4N L~J ~° ~ c a~ ~ -t7 ~ ~ _ !_f7 :z:1 r-" -.,~ rr1 -J , ,~ ~ C, C-> c.a _ .7 -'.'1 -~'~Y - X17 h. 1 -CJ u' ~~ Gn ~ `'n 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. De laration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNA 9~ ERS(~1 R NS161,E FOR FILING RETURN SATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 15D5610105 J ti~ ADDRESS ' William S. Fiorina 205 Indian Creek Drive, Mechanicsburg PA 17050 SIGNATURE OF PREPARER OTHER TNAN REPRESENTATIVE DATE `, `: ~~; ~. ~~ _ \~~~ \~ ~ 51 ~ ~ ~~ l ~ r~. .! :~ ~/, J 1505610205 REV-1500 EX (FI) oeoede~rs rveme: Anna J. Fiorina Decedent's Social Security Number 284-12-1212 RE CAPITULATION 1. Real Estate (Schedule A) ...... . ................................... ... 1. 0.00 2. Stocks and Bonds (Schedule B) ......... .......................... ... 2. 863,738.20 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 0.00 4. Mortgages and Notes Receivable (Schedule D) ................. ...... ... 4. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 34,595.79 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested...... .. 7. 0.00 8. Total Gross Assets (total Lines 1 through 7) .................. 8. 898,333.99 9. Funeral Expenses and Administrative Costs (Schedule H) ................. . 9. 51,593.12 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............. .. 10. 11,037.28 it Total Deductions (total Lines 9 and 10) ............................... .. 11. 62,630.40 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 835,703.59 13. Charitable and Governmental 8equestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. 0,00 14. Net Value SubJect to Tax (Line 12 minus Line 13) ........ ............. .. 14. 835,703.59 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable at lineal rate x .0 45 835,703.59 18 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 Side 2 1505610205 1505610205 37,606.66 37,606.66 O _J REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Anna J. Fiorina _ STREET ADDRESS 205 Indian Creek Drive CITY _ STATE _ ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) _ 37,741.66 2. Credits/Payments A. Prior Payments B. Discount Total Cretlits (A + e) (2) 0.00 3. Interest (3) 0.00 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. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 37,741.66 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 benefciary designation? .................................................................................................................. ...... ^ 1F 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 Pineal 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-1503 EX+ (6-98) scN~uu~E e COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Anna J. Fiorina 21-12-0208 All property Jointly-owned with right of survivorship must be disclosed an Schedule F. (If more space is needed, insert additional sheets of the same size) ESTATE OF: Fiorina, Anna J. SCHEDULE B Continuation Sheet Item Number of Number Shares S Descriptic 867.853 ASTON/River Road Ind p aei 6 4513.897 Columbia Dividend O 7 2646.318 Columbia Select Large Cap Growth 8 2066.79 Merger 9 497.394 Merk Hard Currency 20 1532.29 T Rowe Price International Stock 11 273.23 TCW Small Cap Growth 12 789.228 Touchstone Focused Equity 13 1065.04 Westcore Select 14 2331.381 Boubleline Total Return 15 1246.785 Driehaus Active Income 16 5914.508 Fidelity Int Municipal Income 17 2727.865 JPMorgan Tax Aware Real Rtn 18 6404.993 Northern IntTax-Exempt 19 989.648 PIMCO Emerging Markets Currency 20 2076.341 Wells Fargo Untra-short Muni 21 2299.617 Delaware Value 22 639.219 Fidelity Spartan 500 Index 23 2017.911 Ridgeworth Mid Cap Value 24 2463.754 TCW Dividend Focused 25 1004.337 T, Rowe Price Growth Stock 26 749.674 Aberdeen Emerging Markets 27 815.464 MFS International Value 28 SD7.506 Morgan Stanley Global Real Estate 29 7018.17 Wasatch Emerging Mkts Smalf CP 30 5151.329 Wasatch Intl Opportunities 31 1003.319 LeutholdAssetAllocation 32 1536.241 Red Rocks Listed Private Eqty 33 2368.951 Rivernorth Core O 34 pportunity 488,254 RS Global Natural Resources Subtotal Value N FILE NUMBER 21-12-0208 Price per Value at Date of CUSIP Ticker Share Death C:00080Y611 ARIVX 10.9 459 6( $9 C:19763P283 INUTX 8.2 . . $37 013 9E C:19765Y712 ELGAX 12,74 , . $33 714 09 (:589509108 MERFX 15.59 , . $32 221 26 C:34984T402 MERKX 12.16 , . $6 048 31 C:779S6H823 PAITX 13.1 , . $20 073 00 C:87234N666 TGSNX 27,32 , . 464 $7 64 C:8915ST888 TFEAX 10.71 , . $8 452 63 0:957904576 WTSLX 19.45 , . $20 715 03 (:258620202 DLTNX 11.18 , . 064 $26 84 0:262028855 LCMAX 10.35 , . $12 904 22 C:31638R204 FLTMX 10.57 , , $62 516 35 C:4812A2546 TXRSX 10.52 , . $28 697 14 0:665162871 NOITX 10.87 . . $69 622 27 C:72201F300 PLMDX 10.35 , . $10 242 86 0:949917884 SMAVX 4.82 , . $10 007 96 (:24610(881 DDVAX 11.29 , . $25 962 68 0:315911701 FUSVX 46.51 , . $29 730 08 C:76628R615 SMVTX 10.41 , . $21 006 45 C:87234NS18 TGIGX 10,84 , . $26 707 09 0:741479208 TRSAX 33.59 , . $33 735 68 0:003019700 GEGAX 19.41 , . $14 551 17 C:55273E301 MGIAX 24.16 , . 701 61 $19 0:617441135 MRLBX 8.38 . . $6 766 90 (:936793$84 WAEMX 2.41 , . $16 913 79 0:936793702 WAIOX 2.09 , . $10 766 28 (:527289508 LAALX ' 10.31 , , $10 344 22 (:317609816 LPEFX 4.36 , . $6 698 01 C:76881N103 RNCOX 11.54 , . $27 337 69 C:74972H70S RSNRX 36.32 , . $17,733.39 $663,173.20 ' BARNEY C. GUTTMAN ~, AND AssoclATEs A VANTAGE FINANCIAL GROUP COMPANY COMPREHENSNE WEALTH MANAGEMENT Anna J. Fiorina -Holdings Date of Death Balances: January 30, 2012 Brokerage Account Brinker Capital Account # 647-599336 * See enclosed details from Brinker Capital $ 697,117.56 REIT Holdings 1-Cole Credit Property Trust III $ 25,000.00 Account # 150096640 2,500.000 Shares Current share redemption price: $10.00 (per share) 2- Dividend Capital REIT $ 69,290.00 Account # 647599336 8,200.000 Shares Current share redemption price: $8,45 (per share) 3-Inland American REIT $ 54,150.00 Account # 0000008135 7,500.000 Shares Current share redemption price: $7.22 (per share) 4- Inland Western REIT $ 52,125.00 Account # 0000091170 7,500.000 Shares Current Share Value Estimate: * $6.45 * See details on enclosed fax from Inland (2 pages) 681 ANDERSEN DRIVE • FOSTER PLAZA 6 • SUITE 235 • PITTSBURGH, PA 15220-2766 TELEPHONE: (412) 922-1666 • FAX: (412) 922-8858 • EMAIL: GUTTMANASSOCIATES@VANFIN.COM rurities are offered by a Registered Representative of and through Walnut Street Securities, Ina (WSS), Member FINRA and SIPC. Barney C, Guttman and Associates and Vantage Financial Group, Inc. are not subsidiaries or affiliates of WSS. -- , BRINKER CAPITAL PORTVUE - A10426.LAU RR: 17 DTCNO: 647599336 SECURITY DESCRIPTION CASH AND CASH EQUIVALENTS ---- --- ---- ----------- ---- --- ---- ----------- CASH MUTUAL FUNDS 867.853 ASTON/RIVER ROAD INDEPENDENT VALUE 4513.897 COLUMBIA DIVIDEND OPPORTUNITY 2646.318 Columbia Select Large Cap Growth 2066.790 MERGER 497.394 Merk Hard Currency 1532.290 T ROWE PRICE INTERNATIONAL STOCK 273.230 TCW SMALL CAP GROWTH 789.228 TOUCHSTONE FOCUSED EQUITY 1065.040 WESTCORE SELECT MUTUAL FUNDS TOTAL MUTUAL FUNDS -FIXED INCOME 2331.381 DOUBLELINE TOTAL RETURN 1246.785 DRIEHAUS ACTIVE INCOME 5914.508 FIDELITY INT MUNICIPAL INCOME 2727.865 JPMORGAN TAX AWARE REAL RTN 6404.993 NORTHERN INT TAX-EXEMPT 989.648 PIMCO Emerging Markets Currency 2076.341 WELLS FARGO ULTRA-SHORT MUNI MUTUAL FUNDS -FIXED INCOME TOTAL MUTUAL FUNDS -EQUITY INCOME 2299.617 DELAWARE VALUE 639.219 FIDELITY SPARTAN 500 INDEX 2017.911 RIDGEWORTH MID CAP VALUE 2463.754 TCW DIVIDEND FOCUSED 1004.337 T. ROWE PRICE GROWTH STOCK ALPHA EVALUATION Anna J. Fiorina AS OF DATE: January 30, 2012 CUSIP TICK C:000OOOBLA CASH-1 C :00080Y611 ARIVX C: 19763P283 INUTX C: 19765Y712 ELGAX 0: 589509108 MERFX C: 34984T402 MERKX C: 77956H823 PAITX C: 87234N666 TGSNX C: 89155T888 TFEAX 0: 957904576 WTSLX 0: 258620202 DLTNX 0: 262028855 LCMAX C: 31638R204 FLTMX C: 4812A2546 TXRSX 0: 665162871 NOITX 0: 72201 F300 PLMDX 0: 949917884 SMAVX 0: 2461 OC881 DDVAX 0: 315911701 FUSVX C: 76628R615 SMVTX C: 87234N518 TGIGX 0: 741479208 TRSAX MUTUAL FUNDS -EQUITY INCOME TOTAL r MUTUAL FUNDS -INTL. EQUITY 749.674 ABERDEEN EMERGING MARKETS 815.464 MFS~INTERNATIONAL VALUE 807.506 MORGAN STANLEY GLOBAL REAL ESTATE 7018.170 WASATCH EMERGING MKTS SMALL CP 5151.329 WASATCH INTL OPPORTUNITIES MUTUAL FUNDS -INTL. EQUITY TOTAL ALT.INVESTMENT -EQUITY 1003.319 LEUTHOLD ASSET ALLOCATION 1536.241 RED ROCKS LISTED PRIVATE EQTY 2368.951 RIVERNORTH CORE OPPORTUNITY 488.254 RS GLOBAL NATURAL RESOURCES ALT.INVESTMENT -EQUITY TOTAL 0: 003019700 GEGAX C: 55273E301 MGIAX C: 61744J 135 MRLBX 0: 936793884 WAEMX 0: 936793702 WAIOX 0:527289508 LAALX C:3176098?f LPEFX 0:76881 N103 RNCOX C:74972H705 RSNRX GRAND TOTAL DOW JONE S INDUST RIAL AVG 12653.72 STANDARD & POORS 500 1313.01 ORIGINAL COST/ MARKET MARKET COST SHARE PRICE VALUE -------- ----- ------ ------ 33,944.36 100 100 33,944.36 9,474.49 10.917 10.9 9,459.60 36,141.50 8.007 8.2 37,013.96 31,994.81 12.09 12.74 33,714.09 32,951.71 15.943 15.59 32,221.26 6,496.14 13.06 12.16 6,048.31 22, 472.50 14.666 13.1 20, 073.00 8,625.88 31.57 27.32 7,464.64 9, 892.46 12.534 10.71 8,452.63 25,141.49 23.606 19.45 20,715.03 $183,190.98 $175,162.51 25,754.06 11.047 11.18 26,064.84 13, 077.89 10.489 10.35 12, 904.22 59,376.44 10.039 10.57 62,516.35 27,585.06 10.112 10.52 28,697.14 64,968.81 10.143 10.87 69,622.27 10, 578.75 10.689 10.35 10, 242.86 9,966.79 4.8 4.82 10,007.96 $211, 307.80 $220, 055.65 25,182.00 10.951 11. 29 25,962.68 28,540.26 44.649 46. 51 29,730.08 24, 773.04 12.277 10. 41. 21, 006.45 27,849.68 11.304 10. 84 26,707.09 33,705.54 33.56 33. 59 33,735.68 $140, 050.52 $137,141.98 13,411.30 ~ 17.89 20,876.57 25.601 7,503.36 9.292 16,207.73 2.309 13,050.51 2.533 $71,049.47 19.41 14,551.17 24.16 19,701.61 8.38 6,766.90 2.41 16,913.79 2.09 10,766.28 $68,699.75 10, 823.81 10.788 10.31 10, 344.22 8,736.98 5.687 4.36 6,698.01 29,394.11 12.408 11.54 27,337.69 19,372.29 39.677 36.32 17,733.39 $68, 327.19 $62,113.31 $707, 870.32 $697,117.56 REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT pECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Anna J. Fiorina 21-12-0208 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) Account Number 6215490672 Account Title ANNA J FIORINA Date O ened 8!11!2006 Account T e Checkin Princi al Balance as of DOD _ $70.81 Interest from Last Postin to DOD $ .QO Account Balance as of DOD $70.81 YTD Interest to DOD $ .00 ~~~~ ~tin~ _ ~ y ~`~ ~~ ~~~ Account Number 6247568822 Account Title ANNA J FIORINA Date ened 8/11/2006 Account T e Savings Princi al Balance as of DOD $80.62 Interest from Last Posting to DOD $ .00 Account Balance as of DOD $80.62 YTD Interest to DOD $ .00 REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE N FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Anna J. Fiorina 21-12-0208 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Neill Funeral Home 6,106.10 2. Reception 300.00 3. Honorarium 200.00 B. ADMINISTRATIVE COSTS 1. Personal Representative's Commissions Name of Personal Representative(s) Wllllam S. FiOrina 19, 000.00 Social Security Number(s)/EIN Number of Personal Representative(s) XXX-XJC-0159 _ Street Address 205 Indian Creek Drive city Mechanicsburg .state PA Z;p 17050 Year(s) Commission Paid: 2012 2. Attorney Fees 9,000.00 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 71.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 1,420.00 ~. Cumbedand Law Journal -- legal advertisement 75.00 s. Patriot News --legal advertisement 109.52 s. Postage 88.00 tD Reserves 5,000.00 ~ t _ Filing Fee Inheritance Tax Return 15.00 t2. Subtotal from Continuation Sheet 10,208.00 TOTAL (Also enter on line 9, Recapitulation) $ 51,593.12 (If more space is needed, insert additional sheets of the same size A B C D E 1 ESTATE OF ANNA 1. FIORINA NO. 21-12-0208 2 3 4 ~ _ _ - _- - _ - _ - -- SCHEDULE H -- Continuation Sheet __ _ - - _ i- _ - _ ~ __ t _ _ 5 - - - - - l I - -,, 6 Item No. _ _ Description _ i - - - Amount:.... --- - - ~ 8 9 13 14 Tolls and Milage @ $.55jmile Lodging for Executor $300.00 1 } ~ $150.00 I 10 15 Estate Checks and Bank Fees $40.00 ees _ _ ~ e ( s i _ ~$ $ ' 12 17 _ Stock Comm on Fe s s , 500.00 13 18 i20121ncomeTaxes $1,000.00 14 15 __ Subtotal 1 $10, 0 .00 i~ 16 __ __ - _ _ - - - _E - - - ' REV-1512 EX b (7 2-0$) n,. ~ ~ pennsytvania DEPARTMENT OF REVENUE [NHERAANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Anna J. Fiorina 21-12-0208 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses, If more space is needed, insert additional sheets of the same size, REV-].513 EX+ (IL-OS) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Anna J_ Fiorina 21-12-0208 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 [Include outright spousal distributions and transfers under Sec. 4116 (a) (1.2).J 1. William S. Fiorina son 112 of residual 2. Mark A. Fiorina son 1/2 of residual ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S 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. $ It more space is needed, insert additional sheets of the same size. REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA CERTIFICATE OF _ ~ GRANT OF LETTERS No . 2012 - 00208 PA No . 21- 12- 0208 Es to is e Of : ANNA J FIOR/NA /First, Middle, Lastl Late Of : HAMPDEN TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: 284-12-1212 WHEREAS, on the 16th day of February 2012 an instrument dated August 12th 2002 was admitted to probate as the last will of ANNA J FIORINA /First, Middle, Lastl late of HAMPDEN TOWNSH/P, CUMBERLAND County, who died on the 30th day of January 2022 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: WILLIAM S FIORINA who has duly qualified as EXECUTOR(R/Xl and has agreed to administer the estate according to law, all of which fully appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANlA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 16th day of February 2012. l **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) .__~~,, r . , j_C _ __ `l~t:~7l..r, -~ ..~ tt4t-~~~ 1JAST WILL AND TESTAMENT I, ANNA J. FIORINA, of the City of Erie, Erie County, Pennsylvania,~d~~~ ~y Will, hereby revoking any and all Wills at any time heretofore made by me.~~lB~..RLAf~ ~~. ~ FIRST: I direct that the expenses of my last illness and funeral be paid out of my estate as soon as may be convenient after my death. SECOND: Except as I may have provided in a Memorandum signed by me and kept with the original of this Will or my copy thereof, I give to my children, WILLIAM S. FIORINA and MARK A. FIORINA, who survive me, so much of my. personal effects, household effects and other tangible personal property as they may each select, any unselected items to be sold and the proceeds distributed as part of the rest of my Estate. THIRD: A11 the residue of my estate I give equally to my sons, WILLIAM S. FIORINA and MARK A. FIORINA, the share of any son who predeceases me to go to his or her issue who survive us both ,per stirpes, or if he has none, to he added equally to the share of the other. 1f any share of my estate is to be paid to a person under twenty-one years of age, said shares shall not be paid but shall be retained by my sons, or the survivor of them, as Trustee, in a separate Trust. Until the said child attains the age of twenty-one years, the Tnastee shall pay out to-such child or expend for .his or her benefit so much of the income and principal as the Trustee considers advisable, and shall add the rest of the income to principal and invest it as such. When said child attains the age of twenty-one, the principal shall be paid to him or her and the Trust terminated. In the event said child dies before he or she attains the age of twenty-one°, then the principal and all accrued income shall be paid to the person or persons entitled to his or her Estate. FOURTH: I appoint my son, WILLIAM S. FIORINA, Executor of this Will. In the event that WILLIAM S. FIORINA is unable or unwilling to act or continue to serve in such capacity, regardless of the reason, I appoint my son, MARK A. FIORINA, Executor in his place. I give to my said Executor, in addition to the authority conferred by law, the power to sell any or all of my property, real or personal,- at public or private sale, at such time and for such price and upon such terms .and conditions as he may see fit, or in his discretion to retain the same for distribution in kind, and the power, but not the duty, to invest any cash without being limited to "legal" investments. No bond shall be required. of any fiduciary hereunder in any jurisdiction. No fiduciary hereunder shall have any liability for any mistake or error of judgment made in good faith. FIFTH: I direct that all estate, inheritance and other taxes in the nature thereof, together with any interest and penalties thereon, becoming payable because of my death with respect to the property constituting my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid from the principal of my residuary estate, and no person receiving or having a beneficial interest in any such property, whether under this Will or otherwise, shall at any time be required to contribute to or refund any part thereof. IN WITNESS WHEREOF, I have hereunto set my hand and seal this / `~ day of '~'"`~~-~~~R,~t.~~ ; 2002. U ,~;r c~ ~ ' (~~ ~~~/.~%~.~~. ,~, ;~N;~ ~~,= ``7%! .~ ~. ~ (SEAL) ANNA J. FIORIN Signed, sealed, published and declared by the above-named Testatrix, ANNA J. FIORINA; as and for her Will in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses hereto. ./, ~` `,. ,~-z,.~C,~~-,-~ ~ ~rz..u.~ ~ "Witness ~ ~ ~ ~ Address . ~ ~~ r Witness '~- t ~ [~ (- ~~ ~ ~~~.~ S Address COMMONWEALTH OF PENNSYLVANIA COUNTY OF ALLEGHENY SS a t WP 01~TT~TA T FT(IRTT~TA / _..8!!~t&t .t ~~. ~~~~ and t~~'~`~ ~'~ - ~~f~~"~ > the Testator and the witnesses, respectively, whose names are signed to the foregoing Wi11, being first duly sworn according to law, do depose and say that the Testatrix signed and executed the foregoing instrument as her Will, that she signed willingly, that she executed it as her free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses-and that to the best of the knowledge of each of them the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testatrix: Witness: Witness: Subscribed, sworn to and acknowledged before me by ANNA J. FIORINA, the Testatrix, and subscribed and sworn to before me by ~r~t~~~t~ +~ - ~~~='+~->:~..and ~--' ~E~f ~"' • ~"~ witnesses, this ~ ~ day of € ~^~ t-F ~-~{..1 ~ 1 , 2002. Notarial Seal NOt `~aFPub11C Cynthia J. Hagy, Notary Public 7:.~ ~`F ~ ~~s Pittsburgh, Allegheny County f_,~ t My Commission Expires Mar. 31, 2003 Member, Pennsylvania Association of Notaries -