HomeMy WebLinkAbout02-0296 Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT 'OF LETTERS
Estate of Frances. X~_Tuzza
also known as rl~
Frances J Tuzza
, Deceased
No. 21-02-296
Social Security No. 199012458
John J Tuzza
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or
[] Decedent, dated 02/06/2001 and codicil(s) dated
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name Relationship Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at ManorCare, 1700 Market Street, Camp Hill, Pennsylvania
(list street, number and municipality)
Decedent, then 86 years of age, died February 26 ,2002 , at Holy Spirit Hospital, East Pennsboro Twp, PA
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA) All personal property ......................................... $ 700.00
(if not domiciled in PA) Personal property in Pennsylvania .................... $
(If not domiciled in PA) Personal property in County .............................. $
Value of real estate in Pennsylvania ........................................................................................ $
Total ..................................................................................................................... $ 700.00
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:
,¢~,,~~ (_ . ~ John J Tuzza
6345 Pennsboro Drive
Mechanicsburg PA 17050
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 li~etitioner(s) and that, as personal representative(s) of the Decedent,
Petitioner(s) will well and truly administer the esta~te acc)or~~ .1.,.:.~
Sworn to and affirmed and subscribed John J Tuzza
before me this 22nd day of
MARCH, 2002
DECREE OF REGISTER
Estate of Frances J Tuzza
Deceased No. 21-02-296
also known as
Social Security No: 199012458 Date of Death: 02/26/2002
AND NOW, MARCH 25 , 2002 , in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary r--I of Administration
(c. ta., d.b.n,c,t; pendente lite; durante absentia; durante minoritate)
are hereby granted to John J Tuzza
in the above estate and that the instrument(s), if any, dated February 6, 2001
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ....................................
Short Certificate(s) ....~... ....... $
Renunciation .......................... $
Affidavit ( ) ....................... $
Extra Pages ( ) ..............$
Codicil ................................. $
JCP Fee ................................. $
Inventory & Tax Forms ............. $
Other ...................................... $
TOTAL ............................. $
RW-7A
$ 18.00
6.00
12.00
5.00
41.00
y / vj Reg~er of Wills '~ /
Attorney: Marielle F Hazen (mail Letters to attorney)
I.D. No: 68003
Address: 845 Sir Thomas Court, Suite 12
Harrisbur,q
PA 17109
Telephone: 717-541-5550
DATE FILED: MAI~CH 25, 2002
LAST WILL AND TESTAMENT
OF
FRANCES TUZZA
I, FRANCES TUZZA, now domiciled in Cumberland County, Pennsylvania, declare this to
be my Last Will and Testament. I revoke all other wills and codicils that I may have previously
made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate shall
be paid by my Executor from the principal of my residuary estate as soon as practicable after my
death.
Article II
All inheritance, estate, and succession taxes (including interest and penalties thereon, but not
including any generation skipping tax) payable by reason of my death shall be paid out of and be
charged generally against the principal of my residuary estate without reimbursement from any
person. This provision is not a waiver of any right which my Executor has to claim reimbursement
for any such taxes which become payable as the result of any property over which I have the power
of appointment.
Article III
I give, devise and bequeath in accordance with any memorandum which I have either
handwritten or signed, located with my will or with my valuable papers and found within 30 days of
the probate of my will. Girls may only be to persons who survive me or to organizations which exist
at my death, and if there is a conflict, the memorandum having the latest date shall govern.
Article IV
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give, devise and bequeath to my son, JOHN J. TUZZA, of Cumberland County,
Pennsylvania.
However, if a beneficiary does not survive me by thirty (30) days, but leaves descendants
who survive me by thirty (30) days, those descendants shall receive, per stirpes, the share the
beneficiary would have received had he or she survived me by thirty (30) days.
Article V
I nominate, constitute, and appoint my son, JOHN J. TUZZA, of Cumberland County,
Pennsylvania as Executor of my Last Will and Testament. In the event of the renunciation, death, or
inability to act, for any reason whatsoever of my Executor, I nominate, constitute and appoint my
daughter-in-law, BETTYE TUZZA as successor Executrix of my Last Will and Testament. I direct
that my Executor or successor Executrix be permitted to serve without bond and in addition to those
powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike shares
and to file any qualified disclaimer I could have filed if living. My Executor or successor Executrix
shall receive reasonable compensation for services rendered to my estate.
Article VI
In addition to the powers conferred by law, I authorize my Executor and successor Executrix,
in his/her absolute discretion:
(a) to retain in the form received and to sell either at public or private sale, any real estate or
personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file any federal income tax retum for any year for which I have not filed such return
prior to my death,
(g) to make distributions in cash or in kind, or in both, and to determine the value of any
such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services,
(i) to conduct alone or with others, any business in which I am engaged in, or have an
interest in at time of my death, and
(j) to receive reasonable compensation in accordance with their standard schedule of fees in
effect while their services are performed.
IN WITNESS WHEREOF, I, FRANCES TUZZA, hereby set my hand to this my Last Will
and Testament, on ~ - ~ 2001, at Harrisburg, Pennsylvania.
FRANCES TUZZA 1 '~
In our presence, the above-named FRANCES TUZZA signed this and declared this to be her
Last Will and Testament and now at her request, in her presence, and in the presence of each other,
we sign as wimesses.
Sallie
Address
-4-
I, FRANCES TUZZA, Testatrix, who signed the foregoing instrument, having been duly
qualified according to law, acknowledge that I signed and executed this instrument as my Will, and
that I signed it willingly as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
acknowledged before me by
FRANCES TUZZA, the Testatrix
on ~, ) lp 2001.
Notarp Public
FRANCES TUZZA
Notarial Seal
Madelle E Hazen, Notary Public
Lower Paxton Twp., Dauphin County
My Commission Expires Sept. 23, 2002
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testatrix sign and execute this
instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the
purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and
that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of
sound mind, and under no constraint or undue influence.
Sworn to or affirmed and
subscribed to before me
witnesses, on ,~ / ~
~q o t a(r y- P-ub-~'~ ~/
,2001. /
Nitness
Vftness -
M Notarial Seal
_ arie_lle E H__azen, Notary. Public
· Lower Paxton Twp., DauJ:~irt _ ~C~Jnty
nny uommisslon Expires Sept. 23, 2002
-5-
LAST WILL & TESTAMENT
OF
FRANCES TUZZA
· JAN L. BROWN
845 SIR THOMAS COURT, SUITE 9
HARRISBURG, PENNSYLVANIA 17109
717-541-5550
BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Frances J Tuzz{t
Date of Death: 02/26/2002
Will No. 2002-00296
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on .07/15~2002
Name Address
John J Tuzza
6345 Pennsboro Drive
Mechanicsburq PA 17050
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Date: 07/15/2002
Capacity:
Signature Marielle F Hazen
Name: Jan L Brown & Associates
Address: 845 Sir Thomas Court, Suite 12
Harrisburq PA
Telephone(717) - 5415550
Personal Representative
Counsel for Personal
Representative
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
NO.
REV-1162 EX(11-96)
CD 001885
MARIELLE F HAZEN ESQUIRE
845 SIR THOMAS COURT
HARRISBURG, PA 17109
........ fold
ESTATE INFORMATION: SSN: 199-01-2458
FILE NUMBER: 2102-0296
DECEDENT NAME: TUZZA FRANCES
DATE OF PAYMENT: 1 1/26/2002
POSTMARK DATE: 11/25/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 02/26/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $106.11
REMARKS:
TOTAL AMOUNT PAID:
MARIELLE F HAZEN ESQUIRE
$106.11
SEAL
CHECK# 1922
INITIALS' AC
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
REV-15OO EX + (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
1"2-,,5-'1-
FILE NUMBER
2 1 -0 2 0 2 9 6
COUNTY CODE YEAR ~ NUMBER~
SOCIAL SECURITY NUMBER
1 9 9-0 1 -2 4 5 8
I-.
Z
LU
iii
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Tuzza, Frances
DATE OF DEATH (MM-DD-Year) I DATE OF BIRTH (MM-DD-Year)
02/26/2002 1 07/06/1915
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
"' [] 1. Original Retum
[~1 4. Limited Estate
"'o81
IZ,,I 6. Decedent Died Testate (Attach copy
I
"~ [] 9. Litigation Proceeds Received
I--
z NAME
Marielle F Hazen
0
,, FIRM NAME (If Applicable)
"' Jan L Brown & Associates
o TELEPHONE NUMBER
o 717-541-5550
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnemhip or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
Z
O 6. Jointly Owned Property (Schedule F) (6)
[--1 Separate Billing Requested
::D 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
I-- (Schedule G or L)
,~: 8. Total Gross Assets (total Lines 1-7)
UJ 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been
0
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
[~ 2. Supplemental Retum
r-1 4a. Future Interest Compromise (date of death after 12-12-82)
~---~ 7. Decedent Maintained a Living Trust (Atach copy of Trust)
]10. Spousal Poverty Credit (d~ of death between 12-31~91 and 1-1-95)
SOCIAL SECURITY NUMBER
--'13. Remainder Return (date of death pdor to 12-13-82)
]5. Federal Estate Tax Return Required
__ 8. Total NumberofSafe Deposit Boxes
['-1 11. Election to tax under Sec. 9113(A) (Attach Sch O)
COMPLETE MAILING ADDRESS
PA 17109
OFFICIAL USE ONLY
845 Sir Thomas Court Suite 12
Harrisbur.q
677.52
196.45
2,200.00
(8) 3,073.97
716.00
0.00
716.00
(11)
(12) 2,357.97
(13)
(14) 2,357.97
X __ (15)
2,357.97 X .045 (16) 106.11
X .12 (17)
X .15 (18)
(19) 1 06.1 1
Decedent's Complete Address:
STREET ADDRESS
6345 Pennsboro Drive
Mechanicsburg
ISTATE PA
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
InterestJPenalty if applicable
D. Interest
E. Penalty
(1)
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E )
(3)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund (4)
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE BUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
ZIP 17050
106.11
i06.'11
106.11
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; or ...................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ............................................................. [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................................................................................... [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, includin~ accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration ~f preparer other than the personal representative is based on all reformation of which preparer has any knowledge.
SIG~)~~, ~~FOR FILING RETURN
ADDRESS
DATE
6345 Pennsboro Drive
Mechanicsbur,q PA 17050
SIGNATURE OF PREPARER O,~H~R,T,J',IAN REPRESENTATIVE
ADDRESS~''' / ~ ~
84~ Sir Thomas Court, Suite 12
Harrisbur,cj
DATE
PA 17109
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 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. §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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Tuzza. Frances 21 02 0296
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUEAT DATE
NUMBER DESCRIPTION OF DEATH
1. 677.52
PNC Bank Checking Account
Account #8576494871
TOTAL (Also enter on line 5, Recapitulation) $ 677.52
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Tuzza. Frances
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
FILE NUMBER
21 02 0296
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. John J Tuzza son
C
6345 Pennsboro Drive
Mechanicsburg, PA 17050
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number, Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held mai estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES
1. A. 8/1978 PNC Bank Savings Account 392.89 50. 196.4.~
Account #8876499092
TOTAL (Also enter on line 6, Recapitulation) $
196.45
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX +(1-97) j~~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
Tuzza. Frances 21 02 029{~
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY % OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (~r A~UC~LE)
1. Cash gifted to John J Tuzza, son, 2/27/01 5,200.00 100. 3,000.00 2,200.0[
TOTAL (Also enter on line 7, Recapitulation) $ 2,200.00
(If more space is needed, insert additional sheets of the same size)
R~-1511EX+(1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAXRETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Tuzza. Frances
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21 02
0296
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Secudty Number(s) / EIN Number of Personal Representative(s)
Sb'eet Address
City State
Year(s) Commission Paid:
Attomey Fees Jan L Brown & Associates
Family Exemption: (If decedent's address is not the same as claimanfs, attach explanation)
Claimant
Zip
Street Address
city state
Relationship of Claimant to Decedent
Probate Fees Register of Wills, Cumberland County
Accountant's Fees
Tax Return Preparer's Fees
Register of Wills, filing fee Inheritance Tax Return and Inventory
Zip
650.00
41.00
25.00
TOTAL (Also enter on line 9, Recapitulation) $ 716.00
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES~ & LIENS
ESTATE OF FILE NUMBER
T~JZ;~;p, Frpnq~, 21 02
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. 0.00
Department of Public Welfare; Estate Recovery Program
Restitution of medical assistance; CIS #080152404
Claim of $29,780.80; Class 3 = $17,931.29; Class 6 = $11,849.51
Amount available for payment to DPW = $0
TOTAL (Also enter on line 10, Recapitulation) $ O. O0
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (9-O0)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Tuzza. F ances
NUMBER
I.
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
John J Tuzza
6345 Pennsboro Drive
Mechanicsburg, PA 17050
FILE NUMBER
21 02 0296
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
son
100% residue
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 II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
LAST WILL AND TESTAMENT
OF
FRANCES TUZZA
I, FRANCES TUZZA, now domiciled in Cumberland County, Pennsylvania, declare this to
be my Last Will and Testament. I revoke all other wills and codicils that I may have previously
made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate shall
be paid by my Executor from the principal of my residuary estate as soon as practicable after my
death.
Article II
All inheritance, estate, and succession taxes (including interest and penalties thereon, but not
including any generation skipping tax) payable by reason of my death shall be paid out of and be
charged generally against the principal of my residuary estate without reimbursement from any
person. This provision is not a waiver of any right which my Executor has to claim reimbursement
for any such taxes which become payable as the result of any property over which I have the power
of appointment.
Article III
I give, devise and bequeath in accordance with any memorandum which I have either
handwritten or signed, located with my will or with my valuable papers and found within 30 days of
the probate of my will. Gifts may only be to persons who survive me or to organizations which exist
at my death, and if there is a conflict, the memorandum having the latest date shall govern.
Article IV
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give, devise and bequeath to my son, JOHN J. TUZZA, of Cumberland County,
Pennsylvania.
However, if a beneficiary does not survive me by thirty (30) days, but leaves descendants
who survive me by thirty (30) days, those descendants shall receive, per stirpes, the share the
beneficiary would have received had he or she survived me by thirty (30) days.
Article V
I nominate, constitute, and appoint my son, JOHN J. TUZZA, of Cumberland County,
Pennsylvania as Executor of my Last Will and Testament. In the event of the renunciation, death, or
inability to act, for any reason whatsoever of my Executor, I nominate, constitute and appoint my
daughter-in-law, BETTYE TUZZA as successor Executrix of my Last Will and Testament. I direct
that my Executor or successor Executrix be permitted to serve without bond and in addition to those
powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike shares
and to file any qualified disclaimer I could have filed if living. My Executor or successor Executrix
shall receive reasonable compensation for services rendered to my estate.
Article VI
In addition to the powers conferred by law, I authorize my Executor and successor Executrix,
in his/her absolute discretion:
(a) to retain in the form received and to sell either at public or private sale, any real estate or
personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising fi.om the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file any federal income tax return for any year for which I have not filed such return
prior to my death,
(g) to make distributions in cash or in kind, or in both, and to determine the value of any
such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services,
(i) to conduct alone or with others, any business in which I am engaged in, or have an
interest in at time of my death, and
'
(j) to receive reasonable compensation in accordance with their standard schedule of fees in
effect while their services are performed.
and Testament, on
IN WITNESS WHEREOF, I, FRANCES TUZZA, hereby set my hand to this my Last Will
2001, at Harrisburg, Pennsylvania.
FRANCES TUZZA t '~
In our presence, the above-named FRANCES TUZZA signed this and declared this to be her
Last Will and Testament and now at her request, in her presence, and in the presence of each other,
we sign as witnesses.
NalTle
Address
_~.,h'o '%~a6 0~.,. q-,~.. ,,.o,~ /7/09
-4-
I, FRANCES TUZZA, Testatrix, who signed the foregoing instrument, having been duly
qualified according to law, acknowledge that I signed and executed this instrument as my Will, and
that I signed it willingly as my flee and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
acknowledged before me by
FRANCES TUZZA, the Testatrix
on. ~J[~. 2001.
Notar~ Publi~/~ ;/
FRANCES TUZZA i ~
Not~rial ~
MarJeile F. Hazen, Notmy Public
Lower Paxton Twp., Dauphin County
My Commission Expires Sept. 23, 2002
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testatrix sign and execute this
instrument as her Will; that she signed and executed it willingly as her flee and voluntary act for the
purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and
that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of
sound mind, and under no constraint or undue influence.
Sworn to or affirmed and
subscribed to before me
witnesses, on ..~ / (0
fqot y-P-ub-ff / -"
,2001.
Nitness
ir(mess
Notarial Seal
. Mari~le E Hazen, Notary Public
· L?er Paxton Twp., Daul3hin __C~Jnty
nay uommisslon Expires ,gept. 23, 2002
-5-
BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of Tuzza, Frances
also known as
Frances Tuzza , Deceased
No. 2002 00296
Date of Death 02~26~2002
Social Security No. 199012458
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 the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. INVe
verify that the statements made in this inventory are true and correct. INVe understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
PersonalRepresentative:
Nameof
Attorney: Marielle F Hazen John J Tuzza
I.D. No.: 68003
Address: 845 Sir Thomas Court Suite 12
Dated 11/22/02
Harrisburg PA 17109
Telephone: 717-541 ~5550
Description
Value
PNC Bank Checking Account
Account #8576494871
(Attach Additional Sheets if necessary)
Total
677.52
677.52
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 Inventory.
RW-4
MAILED FROM ZiP CODE
TO:
Jan L. Brown & Associates
ATTORNEYS AT LAW
845 SIR THOMAS COURT
SUITE 9
HARRISBURG, PENNSYLVANIA 17109
REGISTER OF WILLS
CUMBERLAND' COUNTY COURTHOUSE
ONE COURTHOUSE SQUARE
CARLISLE PA 17013
BUREAU OF ZNDZV/DUAL TAXES
TNHERZTANCE TAX DTVZSZnN
DEPT. 280601
HARRISBURG, PA 17118-0601
CONHON#EALTH OF PENNSYLVANZA
DEPARTNENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSEHENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTZONS AND ASSESSHENT OF TAX
REV-I;q7 EX AFP (01-05}
NARIELLE F HAZE"
.JAN L ]~RO~N & ASSOCS
845 STR THOHAS CT 12
HBG .. PA 17109
DATE 01-20-2003
ESTATE OF TUZZA
DATE OF DEATH 02-26-2002
FZLE NUNBER 21 02-0296
COUNTY CUHBERLAND
ACN 101
A.oun~ Remi~ed
FRANCES
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGZSTER OF NZLLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THzS LZNE l.~ RETAZN LO#ER PORTZON FOR YOUR RECORDS -~
REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR
DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX
ESTATE OF TUZZA FRANCES J FTLE NO. 21 02-0296 ACN 101 DATE 01-20-2003
TAX RETURN #AS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVAT]:ON CONCERN]:NG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. S*ocks and Bonds (Schedule B) (2)
$. Closely Held S~ock/Par~nership /n~eras~ (Schedule C) ($)
fi. Nor~geges/No~es Receivable (Schedule D) (4)
5. Cash/Bank Deposi~s/Hisc. Personal Proper*y (Schedule E) (5)
6. Join*ly Owned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Assa*s
APPROVED DEDUCTZONS AND EXEHPTZONS:
9. Funeral Expanses/Adm. Cos~s/Nisc. Expanses (Schedule H) (9)
10. Deb~s/Nor~gage Liabilities/Liens (Schedule Z) (10)
11. To*al Deductions
12. Ne~ Value of Tax Re~urn
15.
14.
Charitable~Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Ne~ Value of Es~a~a Sub~ec~ ~o Tax
.00
.00
.00
.00
677.52
196.45
Z/200.O0
(B)
716.00
.00
(11)
(12)
(15)
(14)
NOTE:
Tf an assessment Nas issued previously, 11nes 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
ASSESSNENT OF TAX:
15. Amoun~ of LAne 14 a~ Spousal ra~a (15)
16. Amoun~ of LAne 14 ~axabla a~ Lineal/Class A ra~a (16)
17. Amoun~ of LAne 14 a~ Sibling re~e (17)
18. Amoun~ of LAne 14 ~axable a~ Collateral/Class B ra~e (18)
19. Principal Tax Due
TAX CREDZTS:
PAYNENT I RECEIPT
DATE NUHBER
DISCOUNT
ZNTEREST/PEN PAZD (-)
· O0 X O0 =
2,$57.97 X 045=
· O0 X 12 =
· O0 X 15 =
(19)=
ANOUNT PAZD
TOTAL TAX CREDZT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
ZNTEREST 1S CHARGED THROUGH 02-04-Z005
AT THE RATES APPLZCABLE AS OUTLZNED ON THE
REVERSE SZDE OF THZS FORH
ZF PA/D AFTER DATE INDICATED, SEE REVERSE
FOR CALCULAT/ON OF ADD/TZONAL /NTEREST.
NOTE: To insure proper
credi~ ~o your account,
submi~ ~he upper portion
of ~his form wi~h your
~ex payment.
3,075.97
7]~.00
2,357.97
.00
2,357.97
18 and 19 will
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU NAY BE DUE
A REFUND· SEE REVERSE SZDE OF THZS FORH FOR ZNSTRUCTIONS.)
.00
106.11
.00
.00
106.11
.00
106.11
1.12
107.23
BUREAU OF INDIVIDUAL TAXES
[NHERTTANCE TAX DIVISION
DEPT. Z80601
HARRISBURG., PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEHENT OF ACCOUNT
REV-1607 EX AFP (01-OS)
MARIELLE F HAZEN
JAN L BROWN & ASSOCS
8q5 SIR THOMAS CT
HBG PA 17109
DATE 01-21-2003
ESTATE OF TUZZA
DATE OF DEATH 02-26-2002
FILE NUMBER 21 02-0296
COUNTY CUHBERLAND
ACN 101
I Amount Rmmi~ed
FRANCES
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To Lnsure proper ored/t ~:o your account:, subm/~ ~hm upper por~Lon of ~:hLs form wL~h your tax payment.
CUT ALONG THIS L'rNE ~ RETAIN LONER PORTION FOR YOUR RECORDS *~
REV-Z607 EX AFP (01-03) ### INHERITANCE TAX STATEMENT OF ACCOUNT
ESTATE OF TUZZA FRANCES J F'rLE NO. 21 02-0296 ACN 101 DATE 01-Z1-2003
THIS STATEMENT 'rs PROV'rDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHO#N BELO#
'rS A SUHNARY OF THE PRINC'rPAL TAX DUE., APPL'rCATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPL'rCABLE,
A PROJECTED INTEREST F'rOURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-20-2003
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYHENTS (TAX CREDITS):
106.11
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-ZS-ZOOZ CD001885 .00 106.11
'rF PA'rD AFTER TH'rS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE 'rS LESS THAN $1,
NO PAYMENT IS REQU'rRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
TOTAL TAX CREDIT 106.11
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF TH'rS FORM FOR 'rNSTRUCTIONS. )
STATUS REPORT UNDER RULE 6.12.
Name of Decedent · Frances Tozza
Date of Death' 02/26/2002
Will No. 2002-002~6
Admin. No.
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 )q No ~
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete ·
3. If the answer to No. 1 is Yes, state the following:
account with the Court ?
Did the personal representative file a final
Yes ~ No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is'
c. Did the personal representative state an
account informally to the parties in interest ? Yes X No ~
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans Court and may be attached to this report.
Date: 2/5/03
Signature
Copies of receipts, releases, joinders and
John J Tuzza
Name (Please type or print )
6345 Pennsboro Drive
Mechanicsb~rq PA
Address
17050
(717) 6919838
Tel. No.
Capacity'
Personal Representative
Counsel for personal
representative