HomeMy WebLinkAbout02-0977Register of Wills of Cutberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
also known as
VIRGIL H. SARIANO
NO. c~.l`0~.--1`11
Deceased Social Security No.
201-18-6698
rer,ua,nii•i, was ~siera t0 re•n of p• or door, •DWVf e•1 lor.
(COMPLETE "A" OR "f3" BELOW:)
(~L A. Probate and Grant of Letters and aver that Petitionerlsi is/are the executrix named in the Last Witl of the
`~ Decedent, dated November 13 , 1987 and codicil(s) dated ,_
Sate r•1•vtnt dtcurtnt•ncn, •.0~. rxwnd•tion, tl•a~ of a><•wtar, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after executicn of the documents offered
for probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
lat..., a. e.n.c.t.•.: p.ne«,te uu; au,.nt. se•enu•: aw.r,te rr.mdutel
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse
I;4 -~n..l nnrl hc;rr
Decedent at death owned property with estimated values as follows: 60, 000.00
(If domiciled in PA1 All personal property .............................. S
Ilf not domiciled in PA1 Personal property in Pennsylvania ...................... S
(If not domiciled in PAI Personal property in County .......................... S
.............................
Value of real estate in Pennsylvania ......... ' ' ' ' ' ' ' ' ' S
Total ............. S
Real Estate 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 the
appropriate form to the undersigned:
Signat/ur~ey /~'~ Typed or panted name and residence
~ ~ "O~r ~IC~O L..~.tJSu E.G t.J /°r"4• ~c ~ i % J
Wig.+r~ %>l ~ c cif ~ 7~'i/
Cumberland Count Penns Ivania, with hisiher last family or principal
Decedent was domiciled at death in y- y
residence at 130 Reeser Road, Camp Hi PA
;list auaat, numeer arE munrdV•ILLrI
Decedent, then 91 years of age, died October 24, , 2002 at 130 Reeser Rd. , Camp Hill, PA
Ileuuml
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and 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 representatively) of the Decedent,
Petitioner(s) will well and truly administer the estate accordin~o law.
Sworn to and affirmed anti subscribed
before me this
31st
day of
02 ~O
0 -
OCTOBER
Estate of
ut~rttt ur rtt~i~ i try
/r'y s ~~ o
VIRGIL H. SARIANO
also known as
Deceased No.
Social Security No: 201-18-6698 .Date of Death: October 24,_ 2002
AND NOW, OC~6BER 31 , 2002 . in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ®Testamentary ^ of Administration
are hereby granted to consuelo M. Rosito
Ic.ta., d.Gn.r..t.; Penamw in e; aurs„e aosenua, awanee mnoma~c~
in the above estate and that the instrument(s), if any, dated November 13, 1987
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters.... .. $ 1 1 5 5 0 0 ~ ~~ ~,~~
Register of Wilts
Short Certificate(s).......... g 1 5.00
Renunciation .................. S
Affidavit ( ) ................. S
Extra Pages ( )..........., g 6.00
Codicil .......................... $ Jordan D. Cunningham, Esquire
Cunningham & Chernicoff, P.C.
JCP Fee ........................ S 5.00 Attorney:
Inventory & Tax Forms... S I.D. No: 23144
2 20 North Secon treet
Other ............................ S Address: P. 0. Box 60457
Harrisburg, PA 17106-0457
TOTAL ................ S 1 41 _ nn Telephone: ~ 717) 238-6570
DATE FILEiL~• 10-3 1 -2002
c a 'e - -
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ev L: e7 COMMONWEALTH OF PENNSYLVANfA • DEPARTMENT OF HEALTH • 41TAL RECORDS
CERTIFICATE OF DEATH
SrAIE %iLE NI;MBER
NAME OF DECEDENT ;Frst. Middle, uvl SEx $I.CIAL $ECU RIT'r NUMBER DATE GF LEATH htr:nd'.. Car. ~ean
H. Sariano
il
,. Virg 2.Male ~. 201 _- 18 - 6698 ..October 24, 2002
AGE M
t Bv~nda UNDER t YEAR _
_
UNDER 1 DAY DATE OF BIRTH BIRTHPLACE ~. rd PLACE OF JE ATH ' r..r:~ ly -- ut'l U w~.n '~•rlal __
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as
Months r DAYS
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COUNTY Of DEATH CIT'/, BORO, TWP OF DEATH FACILRV NAME (II rw~ msrn,ul;n ;~ e wee! and numceri ECEDENT OF HISPANIC ORIGIN?
WAS
D RACE -American Inaan, Black, Wnne. etc.
~~
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specify Cuben
Nary Yn ^ 11 Yea 15Geuryl
Cunberland
• Hampden `Trap 130 Reeser Road .
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_ 9. 18.
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DECEDENT'S USUAL OCCUPATION HIND OF BUSINESS/INDUSTRY WAS DECEDENT EVER IN DECEDENT'S EDUCATION MARITAL STATUS -Married
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ete
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Married Marian A. sariano
sor
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DECEDENT'S MAILING ADORESS(SVeel. C~ryROwn. Slate. Zip Codel DECEDENT'S H en
decedent nvedm M'P
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S
130 Reeser Road .
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tate
ACTUAL l
e.
RESIDENCE decedent
PA 17011
Camp Hill `s~~nyrucl~ona ayama
n umer side townsMp? No, decedent IivW
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,
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nb. coanty Cllm F'rland.__-- na.
FATHER'S NAME IFesl. Middle. Lasq MOTHER'S NAME iF.i sl. Middle. nta~den Suinamel
Frank Sariano An aline Salerno
,g.
INFORMANT'S NAME IT'rPe'pri^tl INFORMANT'S MAILING ADDRESS ISaeel. CityRown, Stela. Zlp Cotlel
Sariano
Marian A Camp Hill, PA 17011
130 Reeser Road
.
2a ,
10b-
METHOD OF DISPOSITION GATE OF DISPOSITION PLACE OF DISPOSITION Nama of Cemetery, Crematory LOCATION ~ CirylTOwn, State, Zq Cod
Banal ® Cremation ^ Removal Iron Slab ^
^ (MOnln. Day. Year)
10-28-02 or Omer PIaCe
Rolling Green Memorial Par
Camp Hill, PA 17011
Dnnatien^ annr,Specily
2te. 2ID. 210, 21d.
~ SIGNATURE OF FU A CE EN E OR PERSON ACTING AS SUCH LICENSE NUMBER NAME AND ADDRESS OF FACILITY
012755-L PA 17011
CH
1903 Mkt St
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PART I: Emer the diseases
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CAUSE ID~seasewa,a,ry c. ---j----
i~ Nat nnaleo events DUE TOIOR AS A CONSEQUENCE OFT: I
ewninq in tleaml LAST
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WAS AN AUTOPSY
, WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY UME OF INJURY INJURY AT WORK7 DESCRIBE MOW INJURY OCCURRED.
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PERFORMED? AVAILABLE PRIOR TO (Monet. Oay, Veai)
~, COMPLETION OF CAUSE i
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pIACE OF INJURY ~ AI twine. farm, iileel. factory, odiCe LOCATION (Shear C,ty/T wn, $fa161
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' 2aa tab. 29. 20e. Jef.
CERTIFIER ICneca oniv ~+iel SIGNATURE AND TITLE OF CERTIF
'CERTIFYING PHYSICIAN lPnysu:an ceiulpnq cause W death when arwUer pnvsKan rtes urcnwix:ed Beam anJ ccmnlneled Item 2J1 -
l %', "v
..... .. .... ......
To me best of my %rwwledge, dam occurred due to the cauaelal and manner as stated .................. . ]lb.
- -_
LICENSE NUMBER DATE SIGNEOIM .m Ua .reed
r
_
'PRONOUNCING AND CERTIFYING PMYSIGIAN IPr r a an r r - -.~ ~J Jean and Len ty ny to ~ ao.e ul Jea r.l j
~ ] it ~ S/ C /L'7 1 '~'~ O~- r.,l i',1vvL
Tld.
_
To the best ei my knowledge, Death occurred at the lime, da n, and place and due to the causela) and manner as elated. ......... -__ --_
-._.._ . -
NAME AND ADDRESS OF PERSON W HO COMPLETED CAUSE OF DEATH
(Item L7l Typyor Pnnl`~~ ~ t~,A~L~ p~
'~'~ "•
'MEDICAL EXAMINER/CORONER
On me basis of examination and/or investigation, In my opinion, deem occurred at me time, date, and place, and due to me cause(s) and `--' y~ J /,lx ,Far, r~~
m ner as afar d .. ... .. ... .......... ..... ..... ......... .... .... ...............
REGISTR9R' SIGNATURE AND euIMBE DATE FILED Innonm Day. Vearl
~„
- -,
t/
W I L L
I, VIRGIL H. SARIANO of Camp Hill, Pennsylvania declare this to
be my last will and revoke any will previously made by me.
ITEM ONE: I direct that all my debts and funeral expenses,
including my gravemarker shall be paid from my residuary estate
as soon as practicable after my decease as a part of the
expense of the administration of my estate.
ITEM TWO: I give, devise and bequeath my entire estate to
my three children, Consuelo M. Rosito, Virgil Richard Sariano
and James M. Sariano, share and share alike per stripes.
ITEM THREE: I appoint CONSUELO M. ROSITO, Executrix of this my
last will. Should she fail to qualify or cease to act as
Executrix, I appoint JAMES M. SARIANO to act as Executor with
the same rights, powers and duties.
ITEM FOUR: All estate, inheritance, succession and other
taxes, imposed or payable by reason of my death, and interest
and penalties thereon, with respect to all property comprising
my gross estate for tax purposes, whether or not such property
passes under this will, shall be paid out of the principal of
my residuary estate, without apportionment or right of
reimbursement.
ITEM FIVE: I direct that my personal representative or
guardian shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
ITEM SIX: In addition to the rights and powers given to the
fiduciaries by law or elsewhere in this will, I give to my
Executor during the full time necessary and for the
administration of my estate the following rights and powers to
be exercised in his sole discretion.
A. To retain any real or personal property which may at any
time form a part of my estate so long as he or she deems it
advisable.
B. To invest in any real or personal property without
restrictions to legal investments. ~/
2/.~~ ~`'
C. To repair, alter, improve or lease for any period of time
any real or personal property and to give options for leases.
D. To sell at public or private sale, for cash or credit, with
or without security, to exchange or to partition real or
personal property, and to give options for leases.
E. To make distribution in kind.
F. To compromise claims.
ITEM SEVEN: My wife, MARIAN SARIANO, is not mentioned in the
above disposition. I note that my wife is sufficiently
provided for by virtue of property that we own jointly which
she will inherit upon my death.
IN WITNESS WHEREOF, I have hereunto set my hand this ~> day of
~~~ 1987.
SIGNED~~
The preceding instrument, consisting of this and two other
typewritten pages each identified by the signature of the
Testator was on the day and date thereof signed, published and
declared by the Testator therein named as and for his last
will, in the presence of us, who at his request, in his
presence and in the presence of each other have subscri ed our
names. ~~ ~ ~ _---
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
We "/U~`~ tint' ~ V~`(~ and Cl,~;t~~.C, /'foc~s~d~witnesses
whose names are sign to the attached or foregoing instrument
being duly qualified according to law, do depose and say that
we were present and saw the Testator sign and execute the
instrument as his last will; that he signed willingly and
executed it as his free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of
the Testator signed the will as witnesses; and that to the best
of our knowledge, the Testator was at the time 18 or more years
of age, of sound mind and under no constraint or undue
influence .
Sworn and subscribed
to before me this /
~f~
day of /VO -~6rnb~1~ 1987 .
Notary Public
lCAR~N ~. BYERS, Riotary p~b3iC
~ ~3ar4h Hanc~~aer St.
Cariiste, G~~m~r~rl~s~c~ C'r`y,, PA 17013
lady T~rrn ~~c,~ir~~ ,~~{~r~ut~ i8, 1~~1
COMMONWEALTH OF PENNSYLVANIA
. SS
COUNTY OF CUMBERLAND
I, VIRGIL H. SARIANO, whose name is signed to the attached
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 as my free and voluntary act for
the purposes therein expressed.
~/ ~ /~' .
VIRGI H. SARIANO
~~~
Sworn and affirmed to and acknowledged before me this ~ day
o f /j/111/~ belt-' 19 8 7 .
1
Notary Pub c
KAREN i". R~~~ a, N~?tary Public
~ Nortb ~tar~~r~~e,• St.
Gariis~e, Curr+~e~ias~~i CtY•, PA 17013
~iy Term Expires March 1>3~, 139E
Name of Decedent:
Date of Death
Will No
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
VIRGIL H. SARIANO
October 24, 2002
File Number 2002-00977 Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on November 27, 2002
Name
Address
Consuelo M. Rosito 16 Victoria Way, Cam= H;11~ pA 17(111
James Sariano 901 Robert Street, Mechanicsburg, PA 17055
Virgil R. Sariano 738 Liberty Street, E1 Cerrito, CA 94530
Marian Sariano 130 Resser Road, Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
February 4, 2003
Date:
None
i~~~
Signature
Jordan D. Cunn' ara, Esquire
Name
~- y or econ ree
Harrisburg, PA 17110
Address
Telephone (717 238-6570
Capacity: Personal Representative
XX Counsel for personal representative
Beverly Enterprises, Inc.
DBA West Shore Health & Rehabilitation Center
PO Box 180970
Fort Smith, AR 72918
ITEMIZED RESIDENT STATEMENT
RESIDENT NAME
Virgil Sariano RESIDENT NUMBER
44693-00285-99577
STATEMENT TYPE: ^INTERIM DISCHARGE ®ITEMIZED DATE PREPARED
08/29/02
DATE/PERIOD COVERED DESCRIPTION UNITS CHARGES PAYMENTS
12/19-12131101 Medicare First 20 days 13 $0.00
01/01-01/07/02 Medicare First 20 days 7 $0.00
01/08-01/31/02 Medicare & Co-Insurance 24 $0.00
02/01-02122/02 Medicare & Co-Insurance 22 $0.00
Co-Insurance is pending if Co-Insurance denies or determines a patient portion this amount will
become the liability of the responsible party.
02/23-02128/02 Room Charge (Private Pay) 6 $957.86
05635/) IV Solution 1 $112.32
03/01-03110/02 Room Charge (Private Pay) 10 $1,441.94
28137/) Eucerin Lotion 1 $12.30
20023/) Gauze Sponge 2x2 1 $1.00
20055/) Telfa Nonstick Pad 1 $1.00
20093/) Syringe 1 $1.00
22207/) Saline Solution 1 $1.00
22597/) Aerosol Mask 1 $1.82
22643/) Airlife H/H Neb 1 $1.66
22901/) Replicare Thin 1 $3.84
22991/) Curex 4x4, 8 Ply 3 $0.42
23976/) Sterile Water 1 $2.44
24409/) Transeal Film Dressing 2 $1.24
03/11/02 Discharged
BALANCE FORWARD CHARGES C REDITS AMOUNT DUE
$0.00 $2,539.84 $0.00 $2,539.84
Virgil Sariano
c/o Marian Sariano
130 Reeser Road
Camp Hill, PA 17011
CLAIM AGAINST DECEDENT'S ESTATE
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF: VIRGIL SARIANO
FILE NUMBER 21-02-977
The undersigned hereby presents for filing against the above estate this statement of claim and alleges:
BEVERLY ENTERPRISES/DBA WEST SHORES HEALTH AND REHAB
CENTER
PO Box 180970 Fort Smith, AR. 72918-0970
The basis of claim is: SEE ATTACHED
The amount of the claim is $2,539.84
that is now due and owing.
Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true
to the best of my knowledge and belief.
Signed on February 4,2003
~~"`"~
aimant
SANDRA BURNETT
I SWEAR THIS STATEMENT IS CORRECT
Subscribed and sworn to before me
~~ ~ ~~~~
Notary Public
My Commission Expires ~~ ~ ~ - ~~ , ~
Alma F. Parish
County OF Sebas,ian
Notary Public - Arkans,:.v
My Commission Exp. O8/1 `/3012
~r B~V~RLY
E N T E R P R I S E S
February 4, 2003
Cumberland County
Register of Wills
1 Courthouse Square
Carlisle, FA. 1 7%13
Dear Mr. or Madam:
Enclosed please find itemized statement, a claim form and a check in the amount of $5.00
to be used to file a claim against the estate of Virgil Sariano, case # 21-02-977. Mr.
Sariano incurred this debt while a resident in our facility, West Shores Health and Rehab
Center.
If you should need additional information or have questions regarding this please feel
free to contact me at 479-201-2322 Monday thru Friday from 8:00 to 5:00 PM Central
Time.
Sincerely,
` r
,~-c.l
~$etty C~lawlford
Corporate Collections
encl
cc: Jordan Cunningham
Client's File
P.O. Box 180970
Fort Smith, AR 72918-0970
(501) 201-2000. 1-(877) 8BEVERLY
CHARLES E. SHIELDS, I
ATTORNEY-AT-LAW
6 CLOUSER ROAD r
Corner of Trindle and Clouser Roads
MECHAMCSBURG, PA 17055
GEORGE M. HOUCK
(1912-1991)
April 10, 2003
Honorable George Hoffer, P. J.
Cumberland County Courthouse
Carlisle, PA 17013
Re: Estate of Virgil Sariano
Dear Judge Hoffer:
TELEPHONE (717) 766-0209
FAX (717) 795-7473
Please find attached a Petition to extend the time to elect against a will. I have reviewed
the local rules and discussed the matter with solicitor Ralph Wright. Assuming that none of the
beneficiaries object, I will submit copies of proof of service by certified mail after the
appropriate amount of time has elapsed. I will then request that you sign the Order attached.
Thank you.
Very truly yours,
~~
Charles E. Shields, III
CES:mmh
IN RE: ESTATE OF VIRGIL H. SARIANO, IN THE COURT OF COMMON PLEAS OF
LATE OF HAMPDEN TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA
No. 21 - 02 - 977
ORPHANS' COURT DIVISION
PETITION TO ElTEND THE TIME TO TAKE
AN ELECTIVE SHARE IN ACCORDANCE
WITH 20 PA. C. S. A. SECTION 2210(b).
TO THE HONORABLE JUDGES OF THE SAID COURT:
The Petition of MARIAN SARIANO respectfully states that:
A. Jurisdiction venue, power, and authority lies in this court per PEF Code Section 711 (1), 712
(3), 2203 and 2210.
1. Virgil H. Sariano died on October 24, 2002, having resided at 130 Resser Road,
Camp Hill, Pennsylvania 17011, and having left a will dated November 13, 1987, which
was admitted to probate by the Register of Wills of Cumberland County, Pennsylvania on
October 31, 2002. A copy of the will is attached hereto as Exhibit A.
2. Letters Testamentary thereon were granted to Consuelo Rosito, as executrix on
October 31, 2002.
3. Petitioner, Marian Sariano, an adult individual, is the surviving widow of
decedent. She resides at 130 Resser Road, Camp Hill, Pennsylvania 17011, which was
her residence on the date of decedent's death. She was married to decedent on December
3, 1969, at Trinity Lutheran Church, Camp Hill, Pennsylvania.
4. Under Item Two of his will, the decedent provided that his residuary estate got o
his three children, by a prior marriage: Consuelo M. Rosito, Virgil Richard Sariano and
James M. Sariano, share and share alike per stirpes.
5. The names, addresses and relationships of those interested in decedent's estate,
and the extent of their respective interests in the estate are as follows:
James Sariano
901 Robert Street
Mechanicsburg, Pennsylvania 17055
(one-third of residue)
Virgil R. Sariano
738 Liberty Street
El Cerrito, California 94530
(one-third of residue)
Consuelo M. Rosito
16 Victoria Way
Camp Hill, Pennsylvania 17011
(one-third of residue)
6. Under the provisions of 20 Pennsylvania C.S.A. Section 2210(b), the time within
which petitioner must elect to take an elective share will expire on April 30, 2003, unless
an extension is granted.
7. No inventory has been filed and counsel for executrix has advised petitioner that
he has been unable to obtain complete values for all items that would be part of the
calculation as to whether or not petitioner would be well advised to elect against
decedent's will.. Counsel for executrix is not sure exactly how soon all of the necessary
items may be available.
8. It is therefore probable that petitioner and her counsel will be unable to
adequately analyze and reflect upon the advisability of petitioners taking or not taking an
elective share within the standard period in which an election must be made.
9. Petitioner has served notice of the filing of this petition and a copy of this
petition to all of the above listed interested parties by certified mail with return receipt
requested. After the expiration often (10) days from the receipt of the notice by the
last of the three (3) interested parties, in the event no objections have been filed,
petitioner will provide copies to the Register of Wills and docket copies of the said
receipts.
Wherefore, petitioner respectfully requests that this Court grant an extension to July 31, 2003 of
the time within which she may elect to take an elective share of the property of the decedent,
believing that upon current representations this should provide sufficient time.
_--- ~~t ccivl ~. can U
MARIAN SARIANO, Petitioner
Respectfully submitted by
Charles E. Shields, III
6 Clouser Road
Mechanicsburg, PA 17055
717/766-0209
Supreme Court ID No. 38513
W I L L
I, VIRGIL H. SARIANO of Camp Hill, Pennsylvania declare this to
be my last will and revoke any will previously made by me.
ITEM ONE: I direct that all my debts and funeral expenses,
including my gravemarker shall be paid from my residuary estate
as soon as practicable after my decease as a part of the
expense of the administration of my estate.
ITEM TWO: I give, devise and bequeath my entire estate to
my three children, Consuelo M. Rosito, Virgil Richard Sariano
and James M. Sariano, share and share alike per stripes.
ITEM THREE: Z appoint CONSUELO M. ROSITO, Executrix of this my
last will. Should she fail to qualify or cease to act as
Executrix, I appoint JAMES M. SARIANO to act as Executor with
the same rights, powers and duties.
ITEM FOUR: All estate, inheritance, successio:, and other
taxes, imposed or payable by reason of my death, and interest
and penalties thereon, with respect to all property comprising
my gross estate for tax purposes, whether or not such property
passes under this will, shall be paid out of the principal of
my residuary estate, without apportionment or right of
reimbursement.
ITEM FIVE: I direct that my personal representative or
guardian shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
ITEM SIX: In addition to the rights and powers given to the
fiduciaries by law or elsewhere in this will, I give to my
Executor during the full time necessary and for the
administration of my estate the following rights and powers to
be exercised in his sole discretion.
A. To retain any real or personal property which may at any
time form a part of my estate so long as he or she deems it
advisable.
B. To invest in any real or personal property without
restrictions to legal investments.
~~~"
IN RE: ESTATE OF VIRGIL H. SARIANO, IN THE COURT OF COMMON PLEAS OF
LATE OF HAMPDEN TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA
No. 21 - 02 - 977
ORPHANS' COURT DIVISION
VERIFICATION
I, Marian Sariano, Petitioner in the attached Petition, hereby verify that the facts recited are true
and correct to the best of my knowledge, information and belief. I make this verification subject to
penalty for unsworn falsification to authorities.
WITNESS:
~%~
~ ~ ~~ ~.~
MARIAN SARIANO
CERTIl~ KATE OF SERVICE
I, Charles E. Shields III, Esquire, hereby certify that I served a true and correct copy of
the attached Petition To Extend The Time To Take An Elective Share In Accordance with 20
PA. C. S. A. Section 2210 (b). upon the below named individuals by depositing the attached
document in the U. S. Mail, postage prepaid, return receipt requested, at Mechanicsburg,
Pennsylvania, 17055 on the date set forth below.
James Sariano
901 Robert Street
Mechanicsburg, Pennsylvania 17055
Virgil R. Sariano
738 Liberty Street
EI Cerrito, California 94530
Consuelo M. Rosito
16 Victoria Way
Camp Hill, Pennsylvania 17011
Mr. Jordan D. Cunningham, Esq.
P.O. Box 60457
Harrisburg PA 17106-0457
Date: /''~%''w` ~y f~ 2003
~~
Charles E. Shields, III, Esquire
6 Clouser Road
Mechanicsburg, PA 17055
717-766-0209
IN RE: ESTATE OF VIRGIL H. SARIANO, IN THE COURT OF COMMON PLEAS OF
LATE OF HAMPDEN TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA
No. 21 - 02 - 977
ORPHANS' COURT DIVISION
O ER
v" 1
Now, this day of , A. D. 2003, upon consideration of
the annexed petition; and since no objec ' have been filed within the time allotted therefore, it is
hereby decreed that the time within which Marian Sariano may decide to take or not to take an
elective share of the property of Virgil H. Sariano, deceased, is extended to July 31, 2003.
N ._
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CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLOUSER ROAD
Corner of Trindle and Clouser Roads
MECHAMCSBURG, PA 17055
GEORGE M. HOUCK
(1912-1991)
April 30, 2003
Honorable George Hoffer, P. J.
Cumberland County Courthouse
Carlisle, PA 17013
Re: Estate of Virgil Sariano
Dear Judge Hoffer:
TELEPHONE (717) 766-0209
FAX (717) 795-7473
Please find attached my letter of April 10, 2003 regarding the attached petition to extend
the time to elect against a will. As per my original letter, after discussion with Ralph Wright, I
have now received the return of all receipts for mailing to the named parties in interest. The last
of them signed for the letter and enclosures including the Petition, on April 18, 2003. More than
10 days has now elapsed and no objections to an extension have been made. I therefore
respectfully request that you sign the order at this time. Proofs of the service and the dates are
attached hereto.
Thank you.
Very truly yours,
i i; , ;~
>,
- , a Charles E. Shields, III
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R7 Harrisburg, PA 17106-0457
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Harnsburg, PA 17106-0457
3• Skrvice Type
Certified Mail ^ Express Mail
Registered ^ Return Receipt for Merchandise
^ Insured Mail ^ C.O.D.
4. Restricted Delivery? (E~~ Fee)
2. Article Number (Copy from service /abe/)
7099 3400 0004 5004 3145-Sariano ~ Yes
PS Form 3811, July 1999
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rtT 901 Robert Street, Mechanicsburg, PA 17055
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~ Total Postage & Fees $ x~. (.(xj
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~ Name (Please Print Clearly) (to be completed by mailer)
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^ Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
^ Print your name and address on the reverse
so that we can return the card to you.
^ Attach this card to the back of the mailpiece,
or on the front if space permits.
1. Article Addressed to:
James Sariano
901 Robert Street
Mechanicsburg, PA 17055
A. Received by (Please Print Clearly) B. D t of D ive~
a
C. Sign ure
X ~~ ~~ ^ Agent
^ Addressee
D. ~ delivery address different from item 1? ^ Yes
If YES, enter delivery address below: ^ No
3. S ice Type
I~PJ Certified Mail ^ Express Mail
^ Registered ^ Return Receipt for Merchandise
^ Insured Mail ^ C.O.D.
4. Restricted Delivery? (Extra Fee) ^ Yes
2. Article Number (Copy from service label)
7099 3400 0004 5004 3237-Sariano
PS Form 90811, July 1999 Domestic Return Receipt 102595-99-M-1789
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^ Print your name and address on the reverse
so that we can return the card to you.
^ Attach this card to the back of the mailpiece,
or on the front if space permits.
1. Article Addressed to:
Virgil R. Sariano
738 Liberty Street
El Cerrito, California 94530
A. Received by (Please Print Clearly) ~ B. Date of Delivery
C. Signatur~ ~~~~ ~ l
X r /// Agent
Addressee
D. Is delivery address different from item 1? Yes
If YES, enter delivery address below: ~ No
3. Se ce Type
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^ Registered ^ Return Receipt for Merchandise
^ Insured Mail ^ C.O.D.
4. Restricted Delivery? (Extra Fee) ^ Yes
2. Article Number (Copy from service label)
70993400 (~Q4 32p6-Sariano
Form ~, July 1999
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Total Postage 8 Fees ~ $ ~ ~ ~ ~ '~ i ~-~~%"f
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^ Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
^ Print your name and address on the reverse
so that we can return the card to you. '
^ Attach this card to the back of the mailpiece,
or on the front if space permits.
1. Article Addressed to:
Consuelo M. Rosito
16 Victoria Way
Camp Hill, PA 17011
A. Received by (Please Print Clearly), 6. `Date of [
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Is delivery address different from item 1 . Yes
If YES, enter delivery address below: ^ No
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3. Service Type
^ Certified Mail ^ Express Mail
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^ Insured Mail ^ C.O.D.
4. Restricted Delivery? (Extra Fee) ^ Yes
2. Article Number (Copy from service label)
7099 3400 0004 5004 31 76-Sariano
5 Form 31511, July 1999
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-96)
NO. CD 002834
CUNNINGHAM JORDAN D ESQUIRE
2320 N SECOND STREET
HARRISBURG, PA 17110
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
told
ESTATE INFORMATION: ssrv: tot-is-ssss
FILE NUMBER: 2102-0977
DECEDENT NAME: SARIANO VIRGIL H
DATE OF PAYMENT: 07/23/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 10/24/2002
101 ~ $4,194.44
TOTAL AMOUNT PAID:
REMARKS: CONSUELO M ROSITO C/O
JORDAN D CUNNINGHAM ESQUIRE
SEAL
CHECK# 0092
INITIALS: AC
RECEIVED BY: DONNA M. OTTO
54,194.44
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
Register of Wills of cur>BExL~rn County, Pennsylvania
INVENTORY
R'~J-S
Estate of VIRGIL H. SARIANO
also known as
No. 21-02-00977
Date of Death 10/24/02
Deceased Social Security No. 201-18-6698
Personal Representative{s) of the above Estate, deceased, verify that the items appearing in the following inventory include all
of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that
the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and
that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum
at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that
false statements herein are made subject to the penalties of 18 Pa. C.S. Section 490 lating to unsworn f Isific ion to
authorities. (')
Name of ers epresentauve: ~(\ V C~.%
Jordan D. Cunningham, Esquire ~ Consuelo Rosito
Attorney:
I.D. No.: 23144 16 Victoria Way
Camp Hill, PA 17011
Address: 2320 North Second Street Dated_ ~~z-S ~a~
Harrisburg, PA 17110. - -~-r---
Telephone: 717-238-65 70
Description
Value
1. 182 shares - SunLife Financial of Canada, Inc. 3,423.42
2. 297 shares - PNC Bank Corp. 11,885.94
3. U.S. Savings bond 9,304.00
4. U.S. Savings bond:9,304.00
5. U.S. Savings bond 9,304.00
6. Pennsylvania State Bank -Account ~k10117547 2,973.13
7. Pennsylvania State Bank -Account ~~22004899 52,490.34
8, ivtellon Bank - C.D. ~~6140-8764335 9,663:86
Total: 108 , 348.69
(Attach Additional Sheets if necessaryj
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative. include
the value of each item, but such figures should not be extended into the total of the Inveirtory.
IN RE: ESTATE OF VIRGIL H. SARIANO, IN THE COURT OF COMMON PLEAS OF
LATE OF HAMPDEN TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA
c
No. 21 - 02 - 977
ORPHANS' COURT DIVISION
ELECTION TO TAKE UNDER WILL
AND CONVEYANCES
TO THE EXECUTOR OF THE LAST WILL OF VIRGIL H. SARIANO
I am satisfied with the provisions made for me by my deceased husband, Virgil H. Sariano,
during his life time and with the provisions in his last will dated November 13, 1987, and otherwise.
Therefore, intending to be legally bound hereby, I elect to take under that will, and I hereby
relinquish and waive my right to tak an elective share.
4/~,~
Witness MARIAN SARIANO
DATED: a 3 ZD03
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
ion the c~~ day of , 2003, MARIAN SARIANO,
personally appeared before me in a form of law acknowledging the foregoing election to be her
act and deed and desired the same to be recorded as such.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public
My Commission expires:
NpTAR1Al_ SEAL
Nl Notary PubiiC
Chafes E. Shiekfs~nd County
Mor~Oe Twp. Tres June 24, 2004
My Commission Exp
ij-~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
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 ~FP (01-03)
DATE 09-09-2003
ESTATE OF SARIANO VIRGIL H
DATE OF DEATH 10-24-2002
FILE NUMBER 21 02-0977
- COUNTY CUMBERLAND
JORDAN D CUNNINGHAM ~ ACN 101
CUNNINGHAM ETAL Amount Remitted
2320 N 2ND ST
HBG PA 17110
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ _____________________
-------------------------- ----------------------------------------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SARIANO VIRGIL H FILE N0. 21 02-0977 ACN 101 DATE 09-09-2003
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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3) ,00
43,221.36
,00 NOTE: To insure proper
credit to your account,
submit the upper portion
(4) ,00 of this fora with your
(5) 65,127.33 tax payment.
(6) .00
(7) .00
($) 108,348.69
APPROVED DEDUCTIONS AND EXEMPTIONS: 12,599.12
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 84
539
2
10 Debts/Mortgage Liabilities/Liens (Schedule I) (10) .
,
96
) 5
138
. (11) .
.
11. Total Deductions (12) 93,209.73
12 Net Value of Tax Return .00
.
13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (14) 9 3,209.7 3
.
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14, 15
f ALL returns andior 16, 17, 18
assessed to date. and 19 will
eflect figures that include the total o
r
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount ofi Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
NUMBER
/PEN PAID (-)
.00
AMOUNT PAID
00 _ .oo
045= 4,194.44
12 = .00
15 = .00
(19)= 4,194.44
TOTAL TAX CREDIT 4,194.44
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
(15) . 00 X
(16) 93,209.73 X
(17) . 00 X
(18) • 00 X
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. pFREFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS,DUE
~.l_U.j_) *' I REV.1500 ,-~FFICI,\L us: ''::'Jl ~ l
I
COMMONWEAl. TH OF PENNSYlVANIA INHERITANCE TAX RETURN FILE NUMBER
DEPARTMENT OF REVENUE RESIDENT DECEDENT 21 02 00977
DEPT. 280601
HARRISBURG. PA 17128-0601 ....0' 'NTY ............e YEAR NUMBER
DECEOENrs NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
!z Sariano, Virgil H 201-18-6698
w DATE OF DEATH (MM-DD-YEAR) ! DATE OF BIRTH (MM-OO-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
0 I
w 10/24/2002 I 0l/281l911
U REGISTER OF WILLS
w
0 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST AND MIDDLE INITIAL) SOCiAl SECURITY NUMBER
Sariano, Marian A..
181 ,. Original Return 02. Supplemental Retum ] 3. Remainder Return (date 01 death prior to 12-13-a2)
w
~ 0 0 4a. Future Interest Compromise (date of death o 5. Federal Estate Tax Retum Required
~:$'" 4. Limited Estate
<.>"~ after 12-12-82)
w"U
:00 181 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach 1 8. Total Number of Safe Deposit Boxes
<.>"~
.... of Will 00 ofTru -
~
)
o 9. Litigation Proceeds Received
py st)
o 10. Spousal Poverty Credit (date of death between
o 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
I 12-31-91 and 1-1.95\
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
~AME COMPLETE MAILING ADDRESS
.~ Jordan D. Cunningham
"':
Ww IRM NAME (If applicable)
&io - 2320 North Second Street
OZ Cunningham & Chemicoff, P.c.
<.>~ Harrisburg, P A l71l 0
ELEPHONE NUMBER
717/238-6570
1. Real Estate (Schedule A) (1) NOM CJ ,'-.'~IL '(
\.....;,
2. Stocks and Bonds (Schedule B) (2) 43,221.36
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None
N
4. Mortgages & Notes Receivable (Schedule D) (4) None l,~
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 65,127.33 ~~::;
(Schedule E) l,.J
6. Jointly OWned Property (Schedule F) (6) None "1
Z o Separate Billing Requested :..".
0
3 7. Inter~Vivos Transfers & Miscellaneous Non-Probate Property (7) None
E (Schedule G or L)
.. 8. Total Gross Assets (total Lines 1-7) (8) 108,348.69
'"
U
w 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 12,599.12
"
10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I)
(10)
2,539.84
! 11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(11)
15,138.96
93,209.73
(12)
13. Charitable and Governmental Bequests/Sec 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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(13)
(14)
93,209.73
15.Amount of Line 14 taxable at the s~ousal tax rate. x .00 (15)
or transfers under Sec. 9116(a)(1. )
Z 93,209.73 .045 (16)
0 16.Amount of Line 14 taxable at lineal rate x
g
.. 17.Amount of Une 14 taxable at sibling rate x .12 (17)
..
0
<.>
S 18. Amount of Une 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
4,194.44
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
4,194.44
>> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH <<
Copyright 2000 form software only The Lackner Group, Inc.
Form REV.1500 EX (Rev. 6-(0)
Decedent's Complete Address:
STREET ADDRESS
130 Reeser Road
CITY
Camp Hill
I STATE PA
IZIP 17011
Tax Payments and Credits:
1. Tax Due (Pagel line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
4,194.44
Total Credits (A + 8 + C)
(2)
0.00
3. Interest/Penalty If applicable
D. Interest
E. Penalty
(3) 0.00
(4)
(5) 4,194.44
(SA)
(58) 4,194.44
TotallnleresUPenally (D + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of line 5 + SA. This is the BALANCE DUE.
~~~
l:..~'I<.:....~:::.....;,.';'.. , .~ ,~' '_ .""'~'!~,,'" ,r"" .": ,~> , . "~...'" ~~, :(__~':.:"~ ." -,~
Make Check Payable to: REGISTER OF WILLS, AGENT
1. Did decedent make a transfer and:
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; or............................................................ ...........................................
d. receive the promise for life of either payments, benefits or care?... ................................. .................
2. If death occurred after Oecember 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?................. ......m....................... ................ .
3. Did decedent own an Uin 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?.............................................................. . .................... .................
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
'~ i
o
o
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 perjury, I dedare thai I have examined this return. including accom~anylng schedules and statements, and to tM: OOstof my knowledge. and belief, it is true, COI"I"eO.
and t.amplete.
DeclaraUon or pre parer otl'1er than tI'1e personal representative is based on all infOfTllation of which preparer has any knowleCQe.
SlGNATURE OF PERSON SPONSIBLE FOR FILING RETURN ADDRESS DATE
Consuela Rosit
M>ORESS
16 Victoria Way
Cam Hill,PA 17011
~s&<~
) - rY3 -tU
DATE
O/...;J
a /71<.:>
7 u 'Os
DATE
2320 North Second Street
Harrisburg, P A 1711 0
il:t'}j!I.~151i"~:MHifi1 --~mr "i:~~l>'Va-
For dates of death on or after July 1, 1994 and before January 1., 1.995, the tax rate imposed on t\1e net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (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 use of the surviving spouse is 0%
[72 P.S. 59116 (a) (1.1) (il)}. The statute does ont exemot 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 .....alue 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. 59116 (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.
.
SCHEDULE B
STOCKS & BONDS
CQ/.1MONWEAL TH OF PENNSYLVANIA
INHERITANCE fAX RETURN
RES1OE:Ni OECcDarr
ESTATE OF .
Sariano, Virgil H
I FILE NUMBER
21 - 02 - 00977
All property jointly-..owned with right of survivorship must be disclosed on Schedule F.
,
ITEM 'I DESCRIPTION
NUMBER
I I 182 shares - Sun Life Financial of Canada, Inc. @ 29.40 on 10/24/02 (Canadian $ =
I .639816 USD. on 10/24/02 or 18.81 USD per share)
i (See attached Smith Barney statement for value SLFT on 10/24/03 and conversion
" chart for value of Canadian dollar to United States dollaIT on 10/24/02)
UNIT VALUE
I
I VALUE AT DATE
+ OF DEATH
i 3,423.42
I
2
297 shares - PNC Bank Corp.@40.00 per share on 10/24/02
(See attafched Smith Barney statement for value ofPNC on 10/24/02.)
11,885.94
3
United States savings hand - $10,000.00 issued 8/12/92 bearing bond #X2185386EE
(See attached valuation of bonds)
9,304.00
4
United States savings bond - $10,000.00 issued 8/12/92 bearing and #X2185387EE
(See attached valuation of bonds)
9,304.00
5
United States savings bond - $10,000.00 issued 8/12/93 bearing bond #X2185388EE I
9,304.00
TOTAL (Also enter on line 2, Recapitulation)
43,221.36
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMl.4OHWEAL TH OF PENNSYLVANIA
INHERITANCE Tf.J( RETURN
RESIOeN'f DeCeDENT
ESTATE OF S' V"\ H
anana, lrgl
I FILE NUMBER
2\ - 02 - 00977
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
I
DESCRIPTION
VALUE AT DATE
OF DEATH
2,973.13
Pennsylvania State Bank - Account #10117547
2
Pennsylvania State Bank - Account #22004899
52,490.34
3
Mellon Bank (Citizens Bank by merger) CD #6140-8764335
9,663.86
TOTAL (Also enter on Line 5, Recapitulation)
65,127.33
*'
SCI-EDlI..EH
FUN3W..EXPENSES&
Al:WNSTRATlVE UJtj I~
COMMONWEALTH OF PENNSYlI/N<4LA
INHERITANCE TAX RETURN
RESIDENT DECEOENT
ESTATE OF
Sariano, Virgil H
I FILE NUMBER
21 - 02 - 00977
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
1 Myers Harner Funeral Home 4,333.00
2 Trinity Evangelical Lutheran Church 245.12
B. ADMINISTRATIVE COSTS: 0.00
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State - Zip
Year(s) Commission paid
2. Attorney's Fees Cunningham & Chernicoff, P.C. 4,350.00
3. Family Exemption: (If decedent's address \s not the same as claimant's, attach explanation) 3,500.00
I Claimant Marian Sariano
Street Address 130 Reeser Road
I
I Camp Hill 17011
, City State PA Zip
,
I
4.
Relationship of Claimant to Decedent WIfe
Probate Fees Register of Wills
171.00
5. Accountant's Fees
6. Tax Return Pre parer's Fees
7. Other Administrative Costs
I
TOTAL (Also enter on line 9, Recapitulation)
12.599.12
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMOH'NEAL TH OF PENNSYlVANIA
INHEAITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF . "
Sanano, Virgil H
I FILE NUMBER
21 - 02 - 00977
Include unreimbursed medical expenses.
ITEM
NUMBER
1 Beverly Enterprises (Nursing Home)
DESCRIPTION
AMOUNT
2,539.84
TOTAL (Also enter on Line 10, Recapitulation)
2,539.84
REV'.1513 EX... (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONYIEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I FILE NUMBER
21 - 02 - 00977
RELATIONSHIP TO
DECEDENT
AMOUNT OR SHARE
OF ESTATE
ESTATE OF
Sariano, Virgil H
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Consuela Rosita
16 Victoria Way
CampHill,PA 17011
Daughter
113
2 Virgil R. Sari ana
738 Liberty Street
E1 Cerrito, CA 94530
Son
1/3
3 James Sariano
90 I Robert Street
Mechanicsburg, P A 17055
Son
I
1113
I
I
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shee~
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE
W ILL
I, VIRGIL H. SARIANO of Camp Hill, Pennsylvania declare this to
be my last will and revoke any will previously made by me.
ITEM ONE: I direct that all my debts and funeral expenses,
including my gravemarker shall be paid from my residuary estate
as soon as practicable after my decease as a part of the
expense of the administration of my estate.
ITEM TWO: I give, devise and bequeath my entire estate to
my three children, Consuelo M. Rosito, virgil Richard Sariano
and James M. Sariano, share and share alike per stripes.
ITEM THREE: I appoint CONSUELO M. ROSITO, Executrix of this my
last will. Should she fail to qualify or cease to act as
Executrix, I appoint JAMES M. SARIANO to act as Executor with
the same rights, powers and duties.
ITEM FOUR: All estate, inheritance, succession and other
taxes, imposed or payable by reason of my death, and interest
and penalties thereon, with respect to all property comprising
my gross estate for tax purposes, whether or not such property
passes under this will, shall be paid out of the principal of
my residuary estate, without apportionment or right of
reimbursement.
ITEM FIVE: I direct that my personal representative or
guardian shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
ITEM SIX: In addition to the rights and powers given to the
fiduciaries by law or elsewhere in this will, I give to my
Executor during the full time necessary and for the
administration of my estate the following rights and powers to
be exercised in his sole discretion.
A. To retain any real or personal property which may at any
time form a part of my estate so long as he or she deems it
advisable.
B. To invest in any real or personal property without
restrictions to legal investments.
Vrff~
.--...~_..-- ..
. ~ -.~".~' .,,,~.~. "
M
.
C. To repair, alter, improve or lease for any period of time
any real or personal property and to give options for leases.
D. To sell at public or private sale, for cash or credit, with
or without security, to exchange or to partition real or
personal property, and to give options for leases.
E. To make distribution in kind.
F. To compromise claims.
ITEM SEVEN: My wife, MARIAN SARIANO, is not mentioned in the
above disposition. I note that my wife is sufficiently
provided for by virtue of property that we own jointly which
she will inherit upon my death.
IN WITNESS WHEREOF, I have hereunto set my
j'l./vV , 1987.
hand this ! J r1ay
of
SIGNED~) 4_~A-<'''~
The preceding instrument, consisting of this and two other
typewritten pages each identified by the signature of the
Testator was on the day and date thereof signed, published and
declared by the Testator therein named as and for his last
will, in the presence of us, who at his request, in his
presence and in the presence of each other have subscri ed our
names.
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
weC)6vG~ to G rrl~ andCl..i'\rl..( tfc,"'J"f<:,,,,witnesses
whose names are ~~gne~ to the attached or foregoing instrument
being duly qualified according to law, do depose and say that
we were present and saw the Testator sign and execute the
instrument as his last will; that he signed willingly and
executed it as his free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of
the Testator signed the will as witnesses; and that to the best
of our knowledge, the Testator was at the time 18 or more years
of age, of sound mind and under no constraint or undue
influence.
- --'- --~ --,'\...<:,"---;').-..0'"
L-"Ji< / l;
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, '-;-
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-,-
SMITH BARNEY_
cltlgroupJ
April 11, 2003
Jordan Cunningham
Cunningham and Chernicoff
340 Equus Drive
Camp Hill, PA 17011
Dear Jordan,
Here are the price's you requested,
Date of Death
Svmbol
1 C!24/2Cl02
PNC
SLFT
10/24/2002
I hope this is helpfuL
S!:lce;e!y.
\,/L '<<,"~' " &;~'J) _~
.-/~.r-O.Y'f-/ ~.~- -~- --
Suzan Shadle
Sales J\ssistant for
Steven iN, La P-xte
Second Vice Fresidem in','esrrnents
I,' -...J
? 'i:;
Open
Close
41
26.69
40,02 (US $)
29.40 (Canadian $)
THE ABOV'C SUMMARY/PRlCES'QUOTESIST ATISTICS HA YE BEEN OIrrAJNED FROM SOURCES WE BEl.JEVE TO BE
REUABLE. BIJT WE CA "'NOT GUARANTEE ITS ACCURACY OR COMPLETENESS, PAST PERFORMANCE IS NO
GUARANTEE Of n:TU1<E RESULTS_
Cit;group Globll M:uk.ett Inc.. 1 J North 3rt! Street. 1nJ rJoor H~li)b\l,tr,. PA 17101 Tel 717 7RO 1700 F~ 117 133 2U90 l-oJl-fl'':l,; SOO 1.371700
APR-11-2003 14:07
7172332090
98%
~%
P,02
P,01
CIBC Mellon Trust Company
February 13, 2003
Attention: Jordan D. Cunningham
Cunningham & Chernicoff
Attorneys at Law
P.O. Box 60457
Harrisburg, PA 17106-0457
U.S.A.
Dear Mr. Cunningham:
RE: SUN LIFE FINANCIAL SERVICES OF CANADA INe.
EST ATE OF VIRGIL H. SARIANO
ACCOUNT NUMBER: 12515716 NUMBER OF SHARES: 182
We refer to the subject estate and return to you legal documents for the following reasons:
. Letters of Testamentary must be dated within 60 days of presentation for
transfer.
. Certificate number C-0160283 must be presented for transfer.
For your convenience, please return this item to our ChaseMellon Shareholder Services, our U.S.
co-transfer point,. The address is: ChaseMellon Shareholder Services, Transfer Department,
P.O. Box 3310, South Hackensack, New Jersey 07606.
Courier or Personal Delivery is at ChaseMellon Shareholder Services, 120 Broadway, 13th Floor,
New York, New York 10271.
If you have any questions regarding our transfer requirements, please do not hesitate to
communicate with us at 1-800-526-080 I.
Yours very truly,
crnc MELLON TRUST COMPANY
o t,"-" f1 ~
1 Denise Ft~i~
Senior Administrator
Legal & Estates
Ene!.
va/ps1.l3 (6)
199 Bay Street
Commerce Court West
Securities level
Toronto, ON M5l IG9
Mailing Address
P.O. Box 7010
Adela\de Street Postal StiH10fl
Toronto, ON M5C 2W9
Tel 800.387.0825 Fax 416.643.3135
In quiries@dbcmellon.com
www.cibcmellon.com
::SC "'ellon Trull CJmc~rv i~ ~ licensed user of !he nBC .no 'leilan ".'~~m",.<
COMMON
CUSIP 693475 10 5
COMMON
HilS CE.RTIFICATE: \5 TRANSFEMBlE.
IN NEW yaRK. H"
INCORPOAATEO UNDEfl fHE lAWS
OFTHE
COMMOf'tWEAL1H Of' PENNSYLVANIA
CPT2311192
SU:HfVIH;( IPHUI'TAINl1fr'lrJIIIONS
PNC111AN1l("
PNC Bank Corp.
FULLY PAID AND NON.ASSESSABLE SHARES OF THE PAR VALUE OF $5.00 EACH OF THE COMMON STOCK OF
~::/!;t~~1;jpt/itAf?~?E' 'i:!tf,~ IFcK'hV'"
''f1:'.,~"",,<,..;Id -,t~'" d- ,~~",;""fJJ:A#Ii_.!I?""""""
1/,1-,rdd (,{,,;;dr;md; dru/ ,/;,1" &7"__M/';'H ffH/ IA" ;;"",,,,ri:- ,1~YHU/'/ MI __/r8 ffi,<;y ffr/;,I--~~id __#;'0'.1.
!>>u/d
~~
MAY 27 1993
CHAIRMAN IIN[1 CHIFT DEcUTnlE OFrlCER
CQUN1"ERSIGNEO (1,1'10 REGISTI'J\f.\l
CHEMICAL BANK
lRAtlSFER /l.C,~NT MID REGIST
J/dkm J ~
BV
ASSISTANT U)Rf"ORilTE SECRETI\R~
AUTHORIZ
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"~~~a:'~~[;ir;~{:
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....,(.;.'''i'1'.i?p.~...._''j,i "'-":~.01_ii?-1. ~17ila-. l.j' _..', .~ 'ij't.,I'",
.f~::tl;,! ;;:'1:: j';~'j.,_.~~~_.--,,~!~~'ti,~r:p'-',~Jll; L~'tJ:
:+ii;b'~oo qoo~U;';;'~'~- It 3~;;~7ra 5 labu" .'
-""",'f'n
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*
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\
January 23,2003
Cunningham & Chemicoff, P.C.
Attorneys At Law
P.O Box 60457
Harrisburg, PAl 71 06
Attention: Jordon D Curmingham
Re: The Estate of Virgil H Sariano
Dear Mr. Cunningham.
This letter amends my letter from December 23, 2002. The balance at date of death for
account# 22004899 was $52,490.34. The amount for account# 10117547 remains the
same ($2,973.13). I apologize if this has caused any problems.
Sincerely,
~Wn~
Heather Williams
Senior Banking Specalist
1148 Market Street P.O. Box 487 Camp Hill, PA 17001-0487 717.731.7171 fax 717.731.7176 pastatebank.com
~
,.
December 23, 2002
Cunningham & Chernicoff, P.C.
Attorneys At Law
P.O Box 60457
Harrisburg, PA 17106
Attention: Jordon D Cunningham
Re: Estate of Virgil H Sariano
Dear Mr Cunningham,
As per your letter dated December 12, 2002, the following is the information you
requested.
The balance at the date of death for account# 22004899 was $49,738.62. The balance for
account# 10117547 was $2,973.13.
If! may be of any assistance, please feel free to contact me at (717) 731-7272.
Sincerely.,
~v, W ~.rwJ
Heather Williams
Senior Banking Specialist
,". .. i5,'1
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[Trinity 'Evangelical Eutheran Church
TWO THOUSAND CHESTNUT STREET
CAMP HILL, PENNSYLVANIA 17011
717-737-8635
FAX 717-730-9297
SENIOR PASTOR
J. STEWART HARDY, PH.D.
ASSISTANT PASTOR
NANCY R. EASTON, M.DIV.
ASSOCIATE PASTOR
JOHN H. BROCK, M.DIV.
DIRECTOR OF MUSIC
H. TIMOTHY KOCH
DIRECTOR OF LEARNING MINISTRIES
JAYNE E. COOVER, EO.D.
YOUTH MINISTRY COORDINATOR
PETER A. FOX, B.A.
November 22, 2002
Ms. Connie Rosito
16 Victoria Way
Camp Hill, PA 17011
INVOICE
Charges for Virgil Sariano funeral meal:
Total cost of meal
$245.12
$245.12
Total amount due
Thank you,
~~\..'LW V-.. ~
Carleen K. Brokus
Interim Financial A
CONSUELO M. ROSITO
L1C# 10558366 PH.717-728-1347
lSYICTORIA WAY
CAMP HIU., PA. 1
'f
- t> c:)L lit'"
$~"
~ollars rr
11~f!.It~ "
. :....__..,.~ .
F~?4#,.,..",,',~ r.-r....,~
i:di ~:UJ2cf5 51: 'il' ,,0 no SOClI"OE,OE,
--
......-....
beverly Enterprises, Inc.
DBA West Shore Health & Rehabilitation Center
PO Box 180970
Fort Smith, AR 72918
ITEMIZED RESIDENT STATEMENT
RESIDENT NAME RESIDENT NUMBER
Virgil Sarlano 44693-00285-99577
DATE PREPARED
STATEMENT TYPE: DINTERIM DISCHARGE [iJITEMIZED 08/29/02 :
DATE/PERIOD COVERED DESCRIPTION UNITS CHARGES PAYMENTS
12/19-12/31/01 Medicare First 20 days 13 $0.00
01/01-01/07/02 Medicare First 20 days 7 - $0.00
01/08-01/31/02 Medicare & Co-Insurance 24 $0.00
02/01-02/22/02 Medicare & Co-Insurance 22 $0.00
Co-Insurance is pending if Co-Insurance denies or determines a patient portion this amount will
become the liability of the responsible party.
02/23-02/28/02 Room Charge (Private Pay) 6 $957.86
05635/J IV Solution 1 $112.32
03/01-03/10/02 Room Charge (Private Pay) 10 $1 ,441.94
28137/J Eucerin Lotion 1 $12.30
20023/J Gauze Sponge 2x2 1 $1.00
20055/J Telta Nonstick Pad 1 $1.00
200931J Syringe 1 $1.00
22207/J Saline Solution 1 $1.00
22597/J Aerosol Mask 1 $1.82
22643/J Airlite H/H Neb 1 $1.66
22901/J Replicare Thin 1 $3.84
229911J Curex 4x4, 8 Ply 3 $0.42
23976/J Sterile Water 1 $2.44
24409/J Transeal Film Dressing 2 $1.24
03/11/02 Discharged
-
BALANCE FORWARD CHARGES CREDITS AMOUNT DUE
$0.00 $2,539.84 $0.00 $2,539.84
Virgil Sanano
c/o Marian Sarlano
130 Reeser Road
Camp Hill, PA 17011
1
JRD/June 30, 1992/17858
In Re: Estate of Virgil H Sariano
Late of Hampden Township
Estate No.: 21-02-0977
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-02-0977
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Consuelo Rosito
Counsel for Personal Representative: Jordan Cunningham
Date of Decedent's Death: 10/24/2002
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 11/08/04
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to
the hearing date, the hearing will automatically be cancelled.
George~ Ho
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION "
Name of Decedent: VIRGIL
Date of Death:, 10/24/2002
Estate No.: 21-02-0977
STATUS REPORT UNDER RULE 6.12
H. SARIANO
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to completion of the administration of the above-captioned estate:
State whether administration of the estate is complete:
Yes x No
Date: 1.1/16/2,004
(MAH:rmt/AM3)
If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
(date)
If the answer to No. 1 is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes No x
B. The separate Orphans' Court No. (if any) for the personal representative's
account is: N/A (Not Applicable in Dauphin County)
C. Did the personal representative state an account informally to the parties in
interest? Yes x No
D. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with th~~ and may be attached
to this report.
Jordan D. Cunningham, Esquire
Name(Pleasetypeorprint) P.O. Box 60457
Harrisburg, PA 17106-0457
Address
717-238-6570
Telephone No.
R.W. - 50
Capacity:
X
Personal Representative
Counsel for Personal Representative
ESTATE SETTLEMENT AGREEMENT
THIS AGREEMENT, is made theC~'Tk¥~ day of September 20~ by and
between Consuelo Rosito, Executrix of the Estate of Virgil Sariano, deceh..~d (horein
referred to as Executrix), and Consuelo Rosito, Virgil R. Sariano and James Sariano as
specific beneficiaries of the said Estate, hereinafter collectively referred to as the
"Beneficiaries".
In accordance with her desire that the administration of the Estate of Virgil
Sariano be expedited, the parties hereto, in consideration of the mutual covenants herein
expressed, and intending to be legally bound hereby, agreed that:
1. The Estate of Virgil Sariano who died October 24, 2002, is now in the
process of administration, Letters Testamentary having been duly granted to the
Executrix, by the Register of Wills of Cumberland County, Pennsylvania on October 31,
2002.
2. Under the provisions of the decedent's Will, decedent gave all of the
residue of his Estate as follows: thirty-three and one-third percent (33 1/3%) to Consuelo
Rosito, thirty-three and one-third percent (33 1/3%) to Virgil R. Sariano and thirty-three
and one-third percent (33 1/3%) to James Sariano, the Beneficiaries.
3. During the administration of the Executrix has made advance distributions
to the Beneficiaries as follows:
PRINCIPAL:
Virgil R. Sariano, 10/30/03
James Sariano, 11/10/03
Consuelo Rosito, 11/10/03
$10,000.00
10,000.00
10,000.00
The Beneficiaries hereby acknowledge the prior receipt thereof.
4. The Executrix intends to distribute additional sums to the Beneficiaries as
follows, upon the execution of this Estate Settlement Agreement.
PRINCIPAL:
Virgil Sariano
James Sariano
Consuelo Rosito
INTEREST:
Virgil Sariano
James Sariano
Consuelo Rosito
21,918.05
21,918.05
21,918.04
1,096.21
1,096.21
1,096.21
5. In lieu of a formal Accounting, the Executrix has prepared a proposed
First and Final Accounting and Schedule of Distribution, which is incorporated herein by
reference and marked Exhibit "1." The parties waive the filing of an Accounting and
audit and accept the Accounting provided in Exhibit "1" in lieu thereof.
6. Without intending to limit the rights or remedies of the Executrix, the
parties further agree to indemnify the Executrix and save the Executrix harmless against
all liability, loss, and expense (including, but not limited to, costs and counsel fees)
which the Executrix may incur, whether due to the Executrix's negligence or otherwise,
as a result of making the above described distributions without a Court audit.
7. The parties, and each of them, hereby forever fully release, compromise,
settle and discharge any and all claims, demands, actions or causes of action, legal or
equitable, absolute or contingent, vested or hereafter to accrue, which any of them may
have against any other party hereto or against the Estate of Virgil Sariano, deceased, or
the Executrix thereof, by reason of any matter, cause or thing growing out of, or relating
to any property or assets of the said Estate, or growing out of or relating to any act of the
Executrix in her administration of said Estate, even if attributable to negligence, and
agree that any period for the limitation of actions for the collection of any erroneous
distribution or distributions shall commence only at such time as the Executrix shall have
obtained actual knowledge of such erroneous distribution or distributions and that in no
event shall the period for collection or any erroneous distribution or distributions be less
than two (2) years after the actual discovery thereof by the Executrix.
8. The parties agree to execute such additional releases as the Executrix may
submit to them in order to confirm their discharge from any further liability to the parties
in connection with the said Estate.
9. The foregoing provisions which apply to the Executrix shall apply also to
any Executrix who may be appointed in connection with any ancillary administration
which may be required in order to complete distributions in the Commonwealth of
Pennsylvania.
10. This Agreement may be executed in multiple counterparts and, when so
executed, shall be binding upon all the parties, and their respective heirs, next-of-kin,
personal representatives, and assigns.
4
IN WITNESS WHEREOF, the parties have hereunto set their hands and seals
the day and year first above written.
WITNESS:
ESTATE OF VIRGIL SARIANO
By.~--~7~ '~.
CONSUELO ROSITO, EXIgCUTRIX
BENEFICIARIES:
VIRGIL R. SARIANO
~/~I~ES SARIANO
/
5
IN THE ORPHANS' COURT OF
CUMBERLAND COUNTY, PENNSYLVANIA
FIRST AND FINAL ACCOUNT OF
CONSUELO ROSITO, EXECUTRIX
FOR
VIRGIL H. SARIANO, DECEASED
FILE NO. 21-02-00977
Date of Death:
October 24, 2002
Account Stated to:
September 10, 2004
Jordan D. Cunningham, Esquire
I.D. #23144
CUNNINGHAM & CHERNICOFF, P.C.
2320 North Second Street
P. O. Box 60457
Harrisburg, PA 17106-0457
Telephone: (717) 238-6570
Principal:
SUMMARY OF ACCOUNT
Receipts:
(1) Cash
TOTAL NET VALUE
Less Disbursements:
(1) Debts of Decedent
(2) Administration Expenses
(3) State Inheritance Taxes
(4) Fees & Commissions
(5) Reserve
Advance Distributions
to Beneficiaries
Principal on Hand:
(1) Cash
Income:
Receipts
Less Disbursements:
Advance Distributions to Beneficiaries
Income on Hand
Total Net Value of Principal & Income
1,800.00
6,974.86
4,194.44
5,080.00
300.00
30,000.00
$114,103.44
$114,103.44
$65,754.14
3,288.63
0
0
3,288.63
69,042.77
RECEIPTS OF PRINCIPAL
CASH:
Pennsylvania State Bank (checking) $ 2,973.13
Pennsylvania State Bank (savings) 52,490.34
Mellon Bank (C.D.) 9,663.86
TOTAL
BONDS:
1. U.S. Savings Bond
2. U.S. Savings Bond
3. U.S. Savings Bond
TOTAL
STOCKS:
$9,304.00
9,304.00
9,304.00
182 Shares Sun Life Financial of
Canada
297 Shares PNC Financial Corp.
TOTAL
$ 3,423.42
11,885.98
ADJUSTMENT TO STOCKS:
182 Shares of Sun Life sold on 6/24/04 for
$5,136.04 resulting in an increase of $1,712.58
297 Shares of PNC sold on 5/27/04 for
$15,928.11 resulting in an increase of $4,042.13
TOTAL PRINCIPAL
RECEIPT OF INCOME:
3.
4.
5.
1/30/04 Pennsylvania State Bank,
Interest $267.16
1/14/04 U.S. Savings Bond interest 1,692.00
3/29/04, Sun Life Dividend 148.50
7/8/04, Sun Life, Dividend 15.91
9/9/04, Mellon Bank, Interest 1,165.06
TOTAL INCOME
TOTAL INVENTORY
3,288.63
$65,127.33
27,912.00
15,309.40
1,712.58
4,042.13
$114,103.44
$117,392.07
DISBURSEMENT OF PRINCIPAl,
DEBTS:
Beverly Enterprises
(Nursing Home expense)
$2,539.84
ADJUSTMENT TO DEBT:
Executrix negotiated a reduction of
the Beverly Enterprises debt from
$2,539.84 to $1,800.00 resulting in
a reduction of
TOTAL
739.84
ADMINISTRATION EXPENSES:
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
Register of Wills 141.00
Myers Harmon Funeral Home 4,333.00
Trinity Lutheran 245.12
Register of Wills 15.00
Register of Wills 10.00
Register of Wills 15.00
Register of Wills 24.00
Marion Sariano (family exemption) 3,500.00
Northern Indemnity, Inc. (bond for
lost certificate) 94.00
Smith Barney commission and
transaction fee on sale of Sun Life stock 131.37
Smith Barney commission and
transaction fee on sale of PNC stock 266.37
TOTAL 8,774.86
ADJUSTMENT TO ADMINISTRATIVE EXPENSE:
Executrix negotiated a reduction of $1,800.00
of the Family Exemption owed to Marian
Sariano from $3,500.00 as a result of
Ms. Sariano's failure to pay nursing home
expenses during decedent's lifetime. <1,800.00>
TOTAL
1,800.00
6,974.86
Et
STATE INHERITANCE TAX:
1. Register of Wills
FEES AND COMMISSIONS:
1. Cunningham & Chemicoff, P.C.
2. Cunningham & Chemicoff, P.C.
RESERVE FOR ADMINISTRATION
TOTAL DISTRIBUTION
5
4,874.00
206.00
300.00
4,194.44
18,349.30
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
Virgil R. Sariano, 10/30/03
James Sariano, 11/10/03
Consuelo Rosito, 11/03/03
TOTAL DISTRIBUTION
$10,000.00
10,000.00
10,000.00
30,000.00
PROPOSED DISTRIBUTION OF THE BALANCE OF
PRINCIPAL TO BENEFICIARIES
Virgil R. Sariano
James Sariano
Consuelo Rosito
TOTAL PROPOSED DISTRIBUTION
21,918.05
21,918.05
21,918.04
65,754.14
PROPOSED DISTRIBUTION OF INCOME
Virgil R. Sariano
James Sariano
Consuelo Sariano
TOTAL PROPOSED DISTRIBUTION
1,096.21
1,096.21
1,096.21
3,288.63
6
Consuelo Rosito, Executrix, of the Estate of Virgil Sariano, deceased, hereby
declares under oath that she has fully and faithfully discharged the duties of her offilce;
that the foregoing First and Final Account is true and correct and fully discloses all
significant transactions occurring during the accounting period; that all known claims
against the Estate have been paid in accordance with Section 3392 of the Probate, Estates
and Fiduciary Code, that, to her knowledge, there are no other claims now outstanding
against the Estate; and that all taxes presently due from the Estate have been paid.
It is hereby certified that written notice of the filing of the Account and the call
thereof for audit or confirmation has been given to every unpaid claimant who has given
written notice of his claim to the accountant and to every other person known to the
accountant to have or claim an interest in the Estate as creditor, beneficiary, heir or next
of kin; that such notice stated the date, time and place of audit, and that any objections to
the Account must be filed, in writing, not later than the audit session of the Court. Such
notice was given to the following persons at the addresses listed:
Consuelo M. Rosito
16 Victoria Way
Camp Hill, PA 17011
787-6526
James Sariano
901 Robert Street
Mechanicsburg, PA 17055
Virgil R. Sariano
738 Liberty Street
El Cerrito, CA 94530
Estate of Virgil Sariano
COMMONWEALTH OF PENNSYLVANIA :
: ss;
COUNTY OF ~ CllI~.R~.A~ql):
SWORN and Subscribed to Before me
this 3[?___~_~ day of ~4~:ro bec
NOTARY PUBLIC
My Commission Expires: 10/3t
7