HomeMy WebLinkAbout04-1045 PETITION FOR PROBATE and GRANT OF LETTERS
also known as To:
Register of Wills for the
Deceased. County of in the
Social Security No. =ge / ~ / 0 -- ~.._.7~10 t7 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execute c' named
in the last wilt of the above decedent, date(l ~)er ~ cc, b ~c~ 2 ~' , 19 c/ct/
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~ ~r~ b~r/.a re{ County, Pennsylvania, with
last family or principal residence at
(list street, number and munclpahty)
Decendent, then _~(~ years of age, died
Except as follows, decedent didnot marry, was not divorced and did not have a child born or adopted
after execution cf the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: ~4 P~
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ /C//
(lf not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; admir/lstration c.t.a.; administration d.b.mc.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH ~ PENNSYLVANIA
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to ?he best of the knowledge and belief of petitioner(s) and that ~ personal represen-
tative(s) of the aDo~e decsdent petitioner(s) wi!! well a~d truly administer the estate acc?ding to law.
~Sw°rn to or affirmedh , and subscribed
~fore me [his ~ dav of [
Estate ef l~I/~LT~ .T -~?xf~q~]C,~T~ M/a~--- , Deceased
'- -~ND GRANT OF LETTERS
~r~w~r,~'"~'"'-'* O~ PROBATE * ~
described the~ei~ De ad~ittea
and Letters 'I~
are 5ereby granted to
Probate, Letters, Etc .......... $ i¢, C ¢
3 .......... S ~ ~ AWORNEY(Sup. Ct. LD. No.)
Sho~
Certificates(
~' 1'~ S~ ADDRESS
TOTAL ~ $ ;¢ ~ ()(¢
Filed ..................................
PHONE
,~ ~,'r~l CERTIFICATE OF DEATH
~,,. T]lesatt~ I,,~t~ct~on ~ ~ ~ 12 I 0,~ , [,.never
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I, WALTER TRAMONTINA, of Wyndmoor, Montgomery County,
Pennsylvania, make this my will, hereby revoking all prior wills and codicils.
FIRST: The expenscs of my last illness and funeral shall be paid
out of my estate.
SECOND: A. I give all my atttomobiles and articles of personal
and household use, equipment and ornament, togcther with ali insurance thereon, to Barbara J.
Schweitzer, if she survives me. If Barbara docs not survive me, I authorize my executor to sell
any of such itcms which my executor deems inappropriate to distribute to or retain for Barbara's
children who survive mc and to add the proceeds to my residuary estate. I give the remaining
items to Barbara's children who survive me in such substantially equal shares as my executor
determines, giving such consideration as is practical to any preferences stated by thc children.
Items distributable to a minor may be distributed at such times as my executor deems
appropriate, either directly to thc minor or to the person having custody of the minor, without
bond, or may bc stored for the minor pending distribution.
B. All expcnses in connection with the distribution of
my articles of personal and household usc, equipment and ornament, including but not limitcd to
packing, shipping and insurance, shall bc paid out of my estate.
THIRD: If my brother, Albert Tramontina, smwives me, I give any
tenancy in common interest in my residence, 1005 Pleasant Avenue, Wyndmoor, Pennsylvania,
held by me at my death to my trustee in a separate trnst to hold and/or distribute the same in
accordance with the provisions of this Item THIRD. My said brother shall have the right to
occupy such residence rent free for such periods of time in any year as he may desire provided
that hc pays all costs of maintaining the residence, including but not limited to real estate taxes,
water and sewer rents, insurance premiums and costs of repairs. No residence or interest in a
residence held hereunder shall be sold without the written consent of my brother. If pursuant to
his consent the residence is sold, my brother may require the trustee to apply all or part of the
proceeds of the interest held hereunder to the purchase of'another residence. Any residence so
purchased shall likewise be subject to the foregoing provisions. Upon my brother's death, or
upon my death if my brother does not survive me, the trustee shall distribute any remaining
principal of the trust to my niece, Barbara J. Schweitzer, if she is then living. If Barbara is not
then living, the trustee shall distribute the same to Barbara's then living issue, per stirpcs, subject
to the provisions of Item FIFTH.
FOURTH: I give all the rest of my estate to my niece, Barbara J.
Schweitzer, if she is living at my death. If Barbara is not then living, 1 give the same to Barbara's
then living issue, per stirpes, subject to the provisions of Item FIFTH.
FIFTH: Any principal or income to which a beneficiary under the
age of twenty-one years becomes entitled absolutely under the foregoing provisions may
nevertheless be retained by the trustee in trust for the beneficiary until the beneficiary attains the
age of txventy-one years and income may be accumulated and invested in accordance with the
invcstment powers given my fiduciaries. The trustee may apply such part or all or none of thc
income and principal as the trustee may determine in the sole and absolute discretion of the
trustee for the education, support and welPare of the beneficiary, by the payment of bills therefor
or by direct payment to the beneficiary or by payment to any person selected by the trustee to
disburse such funds, whose receipt shall be a complete discharge of the trustee therefor. If the
trustee determines that it is impractical to administer a share hereunder, the trustee may in
discharge of all duty hereunder deposit it in an interest-bearing account in the name of the
beneficiary, with or without restrictions on withdrawal prior to age twenty-one, as the trustee
deems appropriate or may pay the share to the parent or other person having custody of thc
beneficiary, or may transfer the funds to a custodian designatcd by the trustee for the beneficiary
under the Uniform Transfers to Minors Act of Pennsylvania or similar legislation in any other
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jurisdiction. All funds not paid to or applied for the beneficiary in accordance with the foregoing
provisions shall be paid to the beneficiary at age twenty-one or to the beneficiary's personal
representative in the event of the beneficiary's death prior to age twenty-one,
SIXTH: All estate, inheritance and other death taxes and any interest
and penalties thereon imposed by reason of my death on property passing under my will and on
gifts made by me during my lifetime shall be paid out of the principal of my residuary estate,
xvithout apportionment or reimbursement.
SEVENTH: 1 give my executor and trustee the following pow'ers during
the administration and until the completion of distribution of my estate and the termination of
any trusts hereunder, in addition to any powers given my executor and trustee by law, which thcy
may exercise in their sole discretion and xvithout court approval:
A. To retain and invest in all forms of real and personal
property without restriction to investments authorized by law.
B. To join in any merger, consolidation,
reorganization, voting trust plan or similar action, and to delegate discretionary powers or dnties
with respect thereto.
C. To sell at public or private sale for cash or credit, to
exchange, or to lease for any period of time, any real or personal property and to give options for
sales, exchanges or leases.
D. To borrow money from anyone, including a
fiduciary hcreunder, and to mortgage or pledge any assets as security therefor.
E. To compromise or settle claims without obtaining
the consent of any beneficiary.
F. To make distribution in kind and to cause any share
to be composed of cash, property or undivided fractional shares in property different in kind ficom
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any other share, giving consideration to such extent as my fiduciaries determine to the fedcral
income tax basis of such property.
G. Without court approval, to disclaim in whole or in
part any present or future interest, vestcd or contingent, to which I or my estate may be entitled,
including but not limited to a possible future right to take in default under an unexercised power
of appointment.
H. In the discretion of my fiduciaries, to apply any
payment of income or principal to which an individual beneficiary is entitled hereunder directly
for the benefit of the beneficiary or to pay it to such person as my fiduciaries select to disburse it
for the benefit of the beneficiary. The receipt of the person so sclccted shall be a complete
discharge of my fiduciaries therefor.
I. To repair and maintain any rcal or personal
property.
J. To arrange for custodian, accounting and/or
investment advisory services without diminution of compensation otherwise properly payable to
my fiduciaries and to charge the expense thereof either to principal or to income or partly to
each.
K. To register investments in nominee name or to hold
investments in bearer form.
L. To make any election permitted by thc Internal
Revenue Code with respect to the date for valuing the assets of my estate, with respect to
claiming administration and medical expenses as income or estate tax deductions and with
respect to any other income, estate or gilt tax option, without making any compensating
adjustments between principal and income and between beneficiaries in consequence of such
elections; to refrain from making any similar adjustments which might otherwise be required as a
rcsult of distributions from my estate to any trust.
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EIGHTH: The words "child", "children", and "issue" as used herein
shall include persons adopted during minority and their issue as well as blood descendants.
NINTH: A. Wherever the trustee has discretion to determine
whether or to what extent principal or income shall be distributed to or used for the benefit ora
beneficiary hereunder, the trustee may but need not necessarily consider the resources and
sources of funds available to such beneficiary.
B. No trustee who is also the parent of a beneficiary of
a trust hereunder shall participate in deciding whethcr or to what extent principal or income of
such trust shall be distributed to or used for the benefit of such trustee's child if such distribution
would discharge any legal obligation of the trustee to support the child. All such decisions shall
be made solely by the other trustee or trustees.
TENTH: A. i appoint Barbara J. Schweitzer executor and I give
her the power to appoint as a co-executor and/or successor executor such individual, bank or trust
company as she designates in writing, including her will. If Barbara is at any time unable or
umvilling to act or continue to act as executor and she has not effectivcly appointed a co-executor
who is then serving or a successor executor who is able to serve, then l appoint Karl M.
Schweitzer, Sr. executor in her place and give him the power to appoint as a co-executor and/or
successor executor such individual, bank or trust company as he designates in writing, including
his will and each individual so appointed shall have the same power.
B. I appoint Barbara J. Schweitzer trustee and I givc
her the power to appoint as a co-trustee and/or successor trustee such individual, bank or trust
company as she designates in writing, including her will. If Barbara is at any time unable or
unwilling to act or continue to act and has not effectively appointed a co-trustee who is then
serving or a successor trustee who is able to setw'e, then I appoint Karl M. Schweitzer, Sr. trustee
in her place and give him the power to appoint as a co-trustee and/or successor trustee such
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individual, bank or trust company as he designates in writing, including his will, and each
individual so appointed shall have the same power.
C. The terms "executor" and "trustee" as used herein
shall be dccmed to refer to all executors and trustees serving from time to time hereunder.
D. No executor or trustee serving hereunder shall be
required to enter bond or other security in any jurisdiction.
IN WITNESS WHEREOF, I have set my hand and seal unto this my last xvill,
containing six (6) pages.
Signedthis c~)~'dayof ~ , 1998.
, : ' . ,-c~. (SEAL)
WALTER TRAMONTINA
' D
SIGNE , PUBLISHED and DECLARED in our presence as his will by
WALTER TRAMONTINA, and we at his request, in his presence and in the presence of each
other, sign as witnesses.
Witness Address
~ltness / Address
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COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF ~
We, WALTER TRAMONTINA,
, the testator and the witnesses, respectively, whose names are signed
to the attached or foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the testator executed the instrument as his last xvill, that he executed it
willingly, that he executed it as his free and vohmtary act for the purposes therein expressed, and
that each of the witnesses, in the presence and hearing of the testator, signed the will as witness
and that to the best of their knowledge the testator was at that time eighteen years of age or older,
of sound mind and under no constraint or undue influence.
WALTER TRAMONTINA
Subscribed, sworn to and acknowledged before me by WALTER
TRAMONTINA, the testator, and subscribed and sworn to before me by
,)~.r/- ~'e~ ,~er , ~vitnesses, this ,fl~'day of ?~J~d.~,,~-z~ , 1998.
Notary Public
My commission expires:
00002185 w Pt) [ Notarial Seal
! Amanda L Lehman, Notary Public
I Mechanicsburg Bom Cumberland County
~ My Commission Expires Apri 8, 2000
Member, pennsylvania Associatio~ o1 Notaries
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/01/2005
SCHWEITZER BARBARA J
755 MCCORMICK RD
MECHANICSBURG, PA 17055
RE: Estate of TRAMONTINA WALTER J
File Number: 2004-01045
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 02/26/2005
Your prompt attention to this matter will be appreciated.
Thank You.
SrY~~
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
cc: File
Counsel
Judge
Date of Death:
CERTIFICATION OF NOTICE UNDER RULE 5.6Ia)
IAAdfer J ;n1,.fl1C;Jt-!-lrL{/
Ih.tiLhf / &flOof
d
Name of Decedent:
Will No. <FI ;;J. 00 t.f - 0 I 6 I..f- S-
Admin. No. P A No. :2/- 0 <.f - 10 l.fS
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rute 5.6(a~ the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on () II .2 (p .;200 'f :
I
Name
Address
13/J/2fJJffQA"J: .Sf'#wriTl8!.
755 IrrI/;-i fYU~ k Rd.
med1. Pa. /7PS;
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
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Signature
C'._
Name J]otJ baICL . J. "C; /1 uJ.t;t2~r
Address 1s!J (/~(!m ~k.. f?d.
1f)qth . (Ja. 17PfJ!)
Telephone tllV (/J7-~9/ 7
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Capacity: ~ Personal Representative
_Counsel for personal representative
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Tramontina. Walter J.
DATE OF DEATH (MM-DD-YEAR)
08-:-16-2004
FILE NUMBER
.2.... ...L - lL .!L
coumv COllE YEAR
....0.. 1 0 4 5
----
NUMBER
DATE OF BIRTH (MM.DD.YEAR)
07-16-1918
(IF AFPLlCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAl)
III
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~ 1. Original Return
o 4. Umited Estate
~ 6. Decedent Died Testate (AlIach copyofWiI)
o 9. litigation Proceeds Received
T...I$ilS~<mQ'"
NAME
Esquire
o 2. Supplemental Return
o 4a. Future Interest Compromise (da~ of dea~ after 12-12-82)
o 7. Decedent Maintained a Uving Trust (Allachcopy ofTlUst)
o 10. Spousal Poverty Credit (da~ of dea~ between 12.31-91 and 1.1.95)
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Keith o. Brenneman.
FIRM NAME (If AppIC8ble)
Snelbaker & Brenneman
TELEPHONE NUMBER
717-697-8528
P. c.
SOCiAl SECURITY NUMBER
210 10
2707
(1)
(2)
(3)
(4)
(5)
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. JoinUy Owned Property (Schedule F)
o Separate Billing Requested
7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Uabilities, & liens (Schedule I)
11. Total Deductions (Iotallines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (da~ofdea~prio<lo 12.13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Allach Soh 0)
17055
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1,222.50
30,710.96
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(8)
32,800.27
(6)
866.81
(11)
(12)
(13)
48.706.25
(15.905.98)
(7)
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(14)
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(9)
14.161.09
34.545.16
(19)
n
(10)
14. Net Value Subject to Tax (line 12 minus Une 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x .0_ (15)
16. Amount of line 14 taxable at lineal rate
x .0_ (16)
17. Amount of Une 14 taxable at sibling rate
x .12 (17)
x .15 (18)
18, Amount of line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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Decedent's Complete Address:
STREET ADDRESS
106 Mount Allen Drive
-CITY
I STATE
PA
17055
Mechanicsbur2
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credn
B. Prior Payments
C. Discount
(1)
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Total Credits ( A + B + C ) (2)
3. InterestlPenalty ~ applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
I ZIP
5. 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 DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
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PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred:.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
c. retain a reversionary interest: or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
wnhout receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity. or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [Ja
No
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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 penahies of peljury. I declare that J have examined this retum. induding accompanying schedules and statements. and to the best of my knowledge and belief. it is true, cooect and compleJe.
lledaralion of preparer other than the personal representative is based on eH infonnatlon of which preparer has any knowledge.
SIG ATURE OF PERSON RES 18LE FO FILING RETURN .
. Executrix
ADDRESS
755 McCormick Road. Mechanicsburg. PA 17055
SIGNA", ~RESENTATIVE
ADDRESS
44 W. Main Street
DATE
fI (,/. f'
DATE
Blt,/, .r
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of 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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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. 99116(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
individuai who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1503 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
Walter J. Tramontina
FILE NUMBER
21-04-1045
ESTATE OF
All property jointly-owned with right of survivorshIp must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Met Life common stock - 25 shares
VALUE AT DATE
OF DEATH
$1,222.50
TOTAL (Also enter on line 2. Recapitulation) $ 1 ') ') ? "0
(If more space is needed, insert additionai sheels of the same size)
REV-1508 EX+ (6-98) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
Walter J. Tramontina
FILE NUMBER
21-04-1045
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Wachovia Bank, N.A., checking account No. 1000597086109
VALUE AT DATE
OF DEATH
$30,379.63
2.
Wachovia Bank, N.A., checking account No. 1010059682235
12.36
3.
Highmark - Insurance premium refund
310.69
4.
Met Life - refund of trust/stock interest
8.28
TOTAL (Also enter on line 5, Recapitulation) $ 30,710.96
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
Walter J. Tramontina 21-04-1045
If an asset was made joint within one year of the decedent's date of dnth, It must be reported on Schedule G.
SURVIVING JOINTTENANT(S) NAME
RELATIONSHIP TO DECEDENT
ADDRESS
A. Barbara J. Schweitzer
B.
c.
755 McCormick Road
Mechanicsburg, PA 17055
Niece
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %DF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAlINSmUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VAlUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTL V-HELD REAL ESTATE. VAlUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. 8/17/~8
Wachovia Bank, N.A., savings $1,733.62 50% $866.81
account No. 3014222016085
TOTAL (Also enter on line 6, Recapitulation) $ 866.81
(If more space is needed, insert additional sheels of the same size)
REV-1510 EX+ (6-98.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Walter J. Tramontina
FILE NUMBER
21-04-1045
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 PROPERlY
ITEM INClUDE: THE NAME OF THE TRANSFEREE. THEIR RElA110NSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBEF THE DATE OF TRANSFER. ATTACH ACOPY OF THE DE:ED FOR REAL ESTATE. VALUE OF ASSET INTEREST OF APPUCABLE) VALUE
1. Metropolitan Life Insurance Company, life 1,233.33 100% 1 , 233. 3c -0-
insurance proceeds, policy 13053584,
transferee/beneficiary Barbara J.
Schweitzer, niece of Decedent
Date of transfer: August 16, 2004
TOTAL (Also enter on line 7 Recapitulation) $ -0-
(If more space is needed, insert additional sheets of the same size)
REV.1511 EX+ (12-99).
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Walter J. Tramontina
FILE NUMBER
21-04-1045
ESTATE OF
Debts of decedent must be reported on Schedule t.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Malpezzi Funeral Home $11.861.36
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) waived
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State _Zip
Year(s) Commission Paid:
2. Attomey Fees to Snelbaker & Brenneman. P. C. 1.500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
, Street Address
City State _Zip
Relationship of Claimant to Decedent
4. Probate Fees to Register of Wills ($74.00; additional probate 124.00
fee: $50.00)
5. Accountant's Fees and reserve 500.00
6. XJf9~~H'JMs Advertise grant of letters testamentary:
Cumberland Law Journal: $ 75.00
7. The Sentinel: 100. 73
Total: 175.73
TOTAL (Also enter on line 9, Recapitulation) $14.161.09
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-ll3)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABIUTIES, & UENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Walter J. Tramontina
FILE NUMBER
21-04-1045
Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Messiah Village - payments due on account of services
provided Decedent ($6,385.70; $3,015.00)
$9,400.70
2.
Pharmamerica - payment on account of medication expenses
68.49
3.
Alert Pharmacy - payment on account of medication expenses
68.97
4.
Commonwealth of Pennsylvania - 2004 personal state income
tax due
7.00
5.
Inez Dawson - loan made to Decedent March 1, 2002
25,000.00
TOTAL (Also enter on line 10, Recapitulation) $ 34,545. 16
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX' (9-00)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Walter J. Tramontina
FILE NUMBER
21-04-1045
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Barbara J. Schweitzer
755 McCormick Road
Mechanicsburg. PA 17055
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Niece
AMOUNT OR SHARE
OF ESTATE
100%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
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 SHEET $
(If more space is needed, insert add~ional sheets of the same size)
I, WALTER TRAMONTINA, ofWyndmoor, Montgomery County,
Pennsylvania, make this my will, hereby revoking all prior wills and codicils.
FIRST:
The expenses of my last illness and funeral shall be paid
out of my estate.
:'J
,-"
SECOND: A. I give all my automobiles and artic1eLofpersonal
and household use, equipment and ornament, together with all insurance thereon, tQ;Barbar~~;
Schweitzer, if she survives me. If Barbara does not survive me, I authorize my executor to sell
any of such items which my executor deems inappropriate to distribute to or retain for Barbara's
children who survive me and to add the proceeds to my residuary estate. I give the remaining
items to Barbara's children who survive me in such substantially equal shares as my executor
determines, giving such consideration as is practical to any preferences stated by the children.
Items distributable to a minor may be distributed at such times as my executor deems
appropriate, either directly to the minor or to the person having custody of the minor, without
bond, or may be stored for the minor pending distribution.
B. All expenses in connection with the distribution of
my articles of personal and household use, equipment and ornament, including but not limited to
packing, shipping and insurance, shall be paid out of my estate.
THIRD: If my brother, Albert Tramontina, survives me, I give any
tenancy in common interest in my residence, 1005 Pleasant Avenue, Wyndmoor, Pennsylvania,
held by me at my death to my trustee in a separate trust to hold and/or distribute the same in
accordance with the provisions of this Item THIRD. My said brother shall have the right to
occupy such residence rent free for such periods of time in any year as he may desire provided
that he pays all costs of maintaining the residence, including but not limited to real estate taxes,
. ,
water and sewer rents, insurance premiums and costs of repairs. No residence or interest in a
residence held hereunder shall be sold without the written consent of my brother. Ifpursuant to
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, ~~ "~7.~">:' ~:'~,c:,,~"!4,,!~,; . ,. ,~~.,:~;':(~~,:~~~~~~il[;~~i~~~.I~:,~-~'1:~~.';,'~;':~;\;:_:':"-~:"~
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,
his consent the residence is sold, my brother may require the trustee to apply all or part of the
proceeds of the interest held hereunder to the purchase of another residence. Any residence so
purchased shall likewise be subject to the foregoing provisions. Upon my brother's death, or
upon my death ifmy brother does not survive me, the trustee shall distribute any remaining
principal of the trust to my niece, Barbara J. Schweitzer, if she is then living. If Barbara is not
then living, the trustee shall distribute the same to Barbara's then living issue, per stirpes, subject
to the provisions ofItem FIFTH.
FOURTH: I give all the rest of my estate to my niece, Barbara J.
Schweitzer, if she is living at my death. If Barbara is not then living, I give the same to Barbara's
then living issue, per stirpes, subject to the provisions ofItem FIFTH.
FIFTH: Any principal or income to which a beneficiary under the
age of twenty-one years becomes entitled absolutely under the foregoing provisions may
nevertheless be retained by the trustee in trust for the beneficiary until the beneficiary attains the
age of twenty-one years and income may be accumulated and invested in accordance with the
investment powers given my fiduciaries. The trustee may apply such part or all or none of the
income and principal as the trustee may determine in the sole and absolute discretion of the
trustee for the education, support and welfare of the beneficiary, by the payment of bins therefor
or by direct payment to the beneficiary or by payment to any person selected by the trustee to
disburse such funds, whose receipt shall be a complete discharge of the trustee therefor. If the
trustee determines that it is impractical to administer a share hereunder, the trustee may in
discharge of all duty hereunder deposit it in an interest-bearing account in the name of the
beneficiary, with or without restrictions on withdrawal prior to age twenty-one, as the trustee
deems appropriate or may pay the share to the parent or other person having custody of the
beneficiary, or may transfer the funds to a custodian designated by the trustee for the beneficiary
under the Uniform Transfers to Minors Act of Pennsylvania or similar legislation in any other
-2-
provisions shall be paid to the beneficiary at age twenty-one or to the beneficiary's personal
representative in the event of the beneficiary's death prior to age twenty-one.
SIXTH: All estate, inheritance and other death taxes and any interest
and penalties thereon imposed by reason of my death on property passing under my will and on
gifts made by me during my lifetime shall be paid out of the principal of my residuary estate,
without apportionment or reimbursement.
SEVENTH: I give my executor and trustee the following powers during
the administration and until the completion of distribution of my estate and the termination of
any trusts hereunder, in addition to any powers given my executor and trustee by law, which they
may exercise in their sole discretion and without court approval:
A. To retain and invest in all forms of real and personal
property without restriction to investments authorized by law.
B. To join in any merger, consolidation,
reorganization, voting trust plan or similar action, and to delegate discretionary powers or duties
with respect thereto.
C. To sell at public or private sale for cash or credit, to
exchange, or to lease for any period oftime, any real or personal property and to give options for
sales, exchanges or leases.
D. To borrow money from anyone, including a
fiduciary hereunder, and to mortgage or pledge any assets as security therefor.
E. To compromise or settle claims without obtaining
the consent of any beneficiary.
F. To make distribution in kind and to cause any share
to be composed of cash, property or undivided fractional shares in property different in kind from
-3-
------...--" ------- -
- .
.any other share, giving consideration to such extent as my fiduciaries determine to the federal
income tax basis of such property.
G. Without court approval, to disclaim in whole or in
part any present or future interest, vested or contingent, to which I or my estate may be entitled,
including but not limited to a possible future right to take in default under an unexercised power
of appointment.
H. In the discretion of my fiduciaries, to apply any
payment of income or principal to which an individual beneficiary is entitled hereunder directly
for the benefit of the beneficiary or to pay it to such person as my fiduciaries select to disburse it
for the benefit of the beneficiary. The receipt of the person so selected shall be a complete
discharge of my fiduciaries therefor.
1. To repair and maintain any real or personal
property.
J. To arrange for custodian, accounting and/or
investment advisory services without diminution of compensation otherwise properly payable to
my fiduciaries and to charge the expense thereof either to principal or to income or partly to
each.
K. To register investments in nominee name or to hold
investments in bearer form.
L. To make any election permitted by the Internal
Revenue Code with respect to the date for valuing the assets of my estate, with respect to
claiming administration and medical expenses as income or estate tax deductions and with
respect to any other income, estate or gift tax option, without making any compensating
adjustments between principal and income and between beneficiaries in consequence of such
elections; to refrain from making any similar adjustments which might otherwise be required as a
result of distributions from my estate to any trust.
'-4-
.
'. .
"'....-..;.r...........,_A..-.. -' '. ~~-~: .. ,,> ,. .c~ ~-:".'.. - "'. ~~) ~ . ... ~....' 'k.". $! "1;''"*~~
... "'. .... <.'
. .
EIGHTH: The words "child", "children", and "issue" as used herein
shall include persons adopted during minority and their issue as well as blood descendants.
NINTH: A. Wherever the trustee has discretion to determine
whether or to what extent principal or income shall be distributed to or used for the benefit of a
beneficiary hereunder, the trustee may but need not necessarily consider the resources and
sources of funds available to such beneficiary.
B. No trustee who is also the parent of a beneficiary of
a trust hereunder shall participate in deciding whether or to what extent principal or income of
such trust shall be distributed to or used for the benefit of such trustee's child if such distribution
would discharge any legal obligation of the trustee to support the child. All such decisions shall
be made solely by the other trustee or trustees.
TENTH: A. I appoint Barbara J. Schweitzer executor and I give
her the power to appoint as a co-executor and/or successor executor such individual, bank or trust
company as she designates in writing, including her will. If Barbara is at any time unable or
unwilling to act or continue to act as executor and she has not effectively appointed a co-executor
who is then serving or a successor executor who is able to serve, then I appoint Karl M.
Schweitzer, Sr. executor in her place and give him the power to appoint as a co-executor and/or
successor executor such individual, bank or trust company as he designates in writing, including
his will and each individual so appointed shall have the same power.
B. I appoint Barbara J. Schweitzer trustee and I give
her the power to appoint as a co-trustee and/or successor trustee such individual, bank or trust
company as she designates in writing, including her will. If Barbara is at any time unable or
unwilling to act or continue to act and has not effectively appointed a co-trustee who is then
serving or a successor trustee who is able to serve, then I appoint Karl M. Schweitzer, Sr. trustee
in her place and give him the power to appoint as a co-trustee and/or successor trustee such
'-5-
. .
individual, bank or trust company as he designates in writing, including his will, and each
individual so appointed shall have the same power.
C. The terms "executor" and "trustee" as used herein
shall be deemed to refer to all executors and trustees serving from time to time hereunder.
D. No executor or trustee serving hereunder shall be
required to enter bond or other security in any jurisdiction.
IN WITNESS WHEREOF, I have set my hand and seal unto this my last will,
containing six (6) pages.
Signed this
c:?f-t#- day of ~
,1998.
" . ~ " ....-
./. [[.C,L.2L,'.../C:.: }/vc:.'h.(c~~ -~ (SEAL)
WALTER TRAMONTINA
SIGNED, PUBLISHED and DECLARED in our presence as his will by
WALTER TRAMONTINA, and we at his request, in his presence and in the presence of each
other, sign as witnesses.
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Witness
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Address ,
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Address
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COMMONWEALTH OF PENNSYL VANIA
COUNTYOF~
SS
We WALTER TRAMONTINA ,4i.J~rr'.7rt1.."'Mr;;,,,, I /(a,t'J.. $eJ.w~t;uf
, ,
, the testator and the witnesses, respectively, whose names are signed
to the attached or foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the testator executed the instrument as his last will, that he executed it
willingly, that he executed it as his free and voluntary act for the purposes therein expressed, and
that each of the witnesses, in the presence and hearing of the testator, signed the will as witness
and that to the best of their lmowledge the testator was at that time eighteen years of age or older,
of sound mind and under no constraint or undue influence.
,) /',. ,i!1it.1 J .r:;- ~' . :-
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WALTER TRAMONTINA
Wbd7 ;(. --;i~~
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Witness
Subscribed, sworn to and aclmowledged before me by WALTER
TRAMONTINA, the testator, and subscribed and sworn to before me by flLbe.rT 4. -';"....,.1ih6.,
Ka.rL Sc.J, we.i~er ' witnesses, this ,:<gl:tday of j)~ , 1998.
~J1~
Notary Public p
My commission expires:
0000218S.WPD
F -.-.-..
Notarial Seal
Amanda I. Lehman, Notary Publlo
Mechanlosburg 901'0, Curnberl8nd County
~y Commission Expires April 8, 2000
Member, Pennsylvania AsSOCiation of Notaries
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---"---"."~'-'~~.---'--'- "-- '.
Inventory of the real and personal estate of
Walter J. Tramontina
deceased
I. PERSONALTY .
A. Wachovia Bank, N.A., checking account
No. 1000597086109
$30,379.63
B. Wachovia Bank, N.A. checking account
No. 1010059682235
12.36
C. Highmark - Insurance premium refund
310.69
D. Met Life - refund of trust/stock interest
8.28
E. Met Life common stock - 25 shares
1,222.50
TOTAL APPRAISED VALUE, ALL PROPERTY
$31,933 46
$31,933 46
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
J
ss:
according to law, deposes and says that she is the Executrix
of the Estate of Walter J. Tramontina
late of _____Upper_ AlleILTownship~n___- , Cumberland County, Pa., deceased and that the
within is an inventory made by Barbar J. Schwei~zer, the said Executrix
of the entire estate of said decedent, consisting of all the personal propolrty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Barhara J Schweitzpr
being duly
sworn
Sworn to
and subscribed before me,
~9.4uv~'L'
Executor - Administrator
Barbara J. Schweitzer
755 McCormick Road
Mechan1csburg, YA ~/u55
~~
August II" ~~2005
~"~e~.
_ vv * r e:l\:l'\':'lo t..\..~.,\~;......
Notarial Seal I
Susan L. Matrazi, Notary Public
Mac::hanlcsburg Bora, Cumberland Counly
My Commi6sion Expires Nov. 24,2OB7
Member, Pennsylvania Association Of Notaries
Addr...
Date of Death
16th
Day
August
Month
2004
V..r
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Artic:le IV, Fiduciaries Act of 1949.
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10-18-2005
TRAMONTINA
08-16-2004
21 04-1045
CUMBERLAND
101
APPEAL DATE: 12-17-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~~9~~_!~~~-~~~~------~---~g!~!~_~9~g~_~9~!!9~_E9~_Y9y~_~g~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WALTER J FILE NO. 21 04-1045 ACN 101
BUREAU OF INDIVIDUALT-AX.JiSr,
INHERITANCE TAX DIVISioN .
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
r"':"":
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
! ,~' '~1 ")
'u.': L_
KEITH O.BRENNEMAN ESQ
SNELBAKER 8 BRENNEMAN
44 W MAIN ST
MECHANICSBURG
PA 17055
ESTATE OF
TRAMONTINA
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
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
1.222.50
.00
.00
30.710.96
866.81
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
14,161.09
34.545.16
(11)
Cl2)
Cl3)
Cl4)
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
I
REV-1547 EX AFP (06-05)
WALTER
J
DATE 10-18-2005
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forn with your
tax payment.
32,800.27
48.706 25
15,905.98-
.00
15,905.98-
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
,,,::.. C .U' I I+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
.OOXOO=
.00 X 045 =
.00 X 12 =
.00 X 15 =
Cl9)=
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CR), YOU MAY BE DUcnJl
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 1<1'
SNELBAKER (1 BRENNEMAN, P.C.
A PR.OFESSIONAl CORPORATION
ATTORNEYS AT LAW
44 WEST MAIN STREET
MECHANICSBURG. PENNSYLVANIA 17055
RICHARD C. SNELBAKER
KEITH O. BRENNEMAN
717.697.8528
P. O. BOX 318
FACSIMILE (717) 697.7681
November I, 2005
Glenda Farner Strasbaugh
Register of Wills, Cumberland County
One Courthouse Square
Carlisle, P A 17013
Re: Estate of Walter J. Tramontina
No. 21-04-01045
Dear Ms. Strasbaugh:
I am enclosing for filing the original and one copy of a Status Report with respect to the
above Estate.
Please file the original Status Report and return the copy of same to me in the self-
addressed stamped envelope that I have provided for you.
If you should have any questions, kindly contact me.
".
(G
Lt)
Yours truly,
I~
-.
--
Keith O. Brenneman
'''.-'''-..
KOBh.;m
'\1
, EncloSUres -'-.
~<iC: _';13arti.ara 1. Schweitzer (w/enclosure)
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Walter J. Tramontina
Date of Death:
August 16. 2004
Will No.:
21-04-01045
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:
1. State whether administration of the estate is complete:
Yes IY No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No e
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? Y es ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to tbis re/4~
Date: -.Nmzember 1 2005
.
Signature
Keith o. Brenneman
Name
44 W. Main Street
Mechanicsburg, PA 17055
Address
(717)697-8528
Telephone No.
N
I
Capacity: 0 Personal Representative
liJ Counsel for personal representative
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