HomeMy WebLinkAbout06-26-13 (2) 1505610143
REV-1500 EX(0211)
PA Department of Revenue OFFICIAL USE ONLY
pennsylvant,, Vs
County Code ar File Number
Bureau of Individual Taxes EPAa*mex*oruvexae
PO BOX.280601 INHERITANCE TAX RETURN 21 13 0323
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
03 02 2013 03 20 1925
Decedent's Last Name Suffix Decedent's First Name MI
COMA BESSIE G
Iif Applicable)Enter Surviving Spouse's information Below
Spouse's Last Name Suffix Spouse's First Name full
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
rFI,LL IN APPROPRIATE OVALS BELOW
LJ 1. Original Return 11 2. Supplemental Return D 3, Remainder Return(Date of Death
Prior to 12-13-82)
A. Limited Estate 4a_Future Interest Compromise 5, Federal Estate Tax Return Required
coal of coa .1c,12-92.82) 5
LXJ g Decedent Died Testate T Decode Mairn3med)a Living Trust _ 8, Total Number Safe De
Attach Copy of Will (Attach o ooff trust posit Boxes
S. Litigation Proceeds Received 10,b oiousal P91- 1�Ca dtfl j j of Death u 11,Election to tax under Sea 9113(A)
(Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
LEONARD TINTNER 717 236 9377
r:
R@ISTER OF Wft'LS tf$E FLY .
First Line of Address "-1 Z rn
fT1 G7 ...4 C_t
l tv rrs T
315 NORTH FRONT STREET r— � m v, k7
Second Line of Address ' Ci —,I
5 C� � �'t }t
c7 �' '7 = e5
"n n DATE Pft£D
City or Post Office State ZIP Code --1
HARRISBURG PA 17101 )> n
Correspondent's e-mail address: itintner@a btpalaW.com
Under penalties of perjury.I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge
SI NATURE OF PERSON RESPONSIBLE FOR FILING RETURN f DATE
SS TLt • .�2�r%T+ Nancy M. Buscemi '/�I t
ADDRESS ` NA D rye 'y2
754 Manor Road Ca Hi A 9701'1 '
SIGNATUR REPARER AN NTATIVE DATE
Leonard Tintner
ADa
315 rth Front Street, Harrisburg, PA 17101
Side 1
1505610143 1505610143
1505610243
REV-1500 EX
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D).. 4.
5. Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 1 , 151 . 53
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 234 , 193 . 24
7. Inter-Vivos Transfers&Miscellaneous coq-Probate Property
(Schedule G) u Separate Billing Requested............ 7.
8. Total Gross Assets(total Lines 1 through 7). 8. 235 , 344 . 77
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 40 , 541 . 14
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 2 . 73
11. Total Deductions(total Lines 9 and 10)................................................................ 11 43 , 057 . 87
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 192 , 286 . 90
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
14, Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 192 , 286 . 90
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.00 15. 0 . 00
16. Amount of Line 14 taxable
at lineal rate X .045 0 . 00 16. 0 . 00
17. Amount of Line 14 taxable
at sibling rate X.12 192 , 286 . 90 17. 23 , 074 . 43
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 00 18. 0 . 00
19. TAX DUE................................................................................................................ 19. 23 , 074 . 43
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L 1505610243 1505610243 J
REV-1500 EX Page 3 File Number 21-13-0323
Decedent's Complete Address:
DECEDENT'S NAME
Coma, Bessie G.
STREETADDRESS -- ------ ---,------
754 Manor Road ----- -------- ---------
CITY--- ------- --------- ---- STATE � Z
Camp Hill P.4— IP T 17011
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1} —23,074.43
2. CieditslPayments
A. Prior Payments 21,000.00
B. Discount 1,105.26
Total Credits(A +B) (2) 22,105.26
3. Interest (3) _.—.._
4, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) _
Check box on Page 2, 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. (5) 969.17
Make Check Pa able to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.....................................................-........... ........ ❑ x
b, retain the right to designate who shall use the property transferred or its income;.....I--............_.........' x
c. retain a reversionary interest;or...._......._..........._....__..............._..............---...-..........---_............., l,-
d. receive the promise for life of either payments,benefits or care?................................_.......__..._......._. H
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?........._....-..................-.............................................................................. ❑
3. Did decedent own an"in trust for` or payable upon death bank account or security at his or her death?....... ❑ o
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?......................-._-.............._..__..__................._...--...._...._.._...._....... x 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.
For dates of death on or after July 1, 1994 and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent[72 P.S.§9116(a)(1,1)(i)].
For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1,2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4,5 percent,except as noted in
[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S. §9116(a)(1.3)]. 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.
Rev-1508 EXt(11d0)
SCHEDULE E
Pennsylvania CASH B
DEPARTMENT OF REVENUE BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
Coma, Bessie G. LE NUMBER
Include the proceeds of litigation and the date the proceeds were mceivetl by the estate.
All property jointly-owned with the right of survivorship must be disclosed the schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1 Members 1st Federal credit Union-Savings Account No. 152118-00
390.45
2 PA Department of Revenue-2012 income tax refund
275.00
3 U.S. Treasury-2012 income tax refund
386.08
4 Veteran Administration -insurance
100.00
TOTAL(Also enter on Line 5, Recapitulation) 1,151.53
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E(Rev. 11-10)
Rev-1509 EX+(0110)
Pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Coma Bessie G NUMBER
UER
21 N MB
If [--a mcid.i.int.ithin n.yearofthe decedent's date of tleath,it must be reparted on schetlule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS
RELATIONSHIP TO DECEDENT
A. Nancy Buscemi 754 Manor Road
Sister
Camp Hill, PA 17011
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH u/ OF DATE OF OF DEATH
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR VALUE F SSE DECD'S DECEDENTS INTEREST
JOINTLY HELD REAL ESTATE. INTEREST
1 A 06/07/2007 AmeriChoice Federal Credit Union -Savings 5.00 50.000%
Account No.4004-0001 2.50
2 A 08/09/2011 AmeriChoice Federal Credit Union - 15,926.54 50.000%
Certificate of Deposit No.41004-0066 7.963.27
3 A 09/12/2011 AmeriChoice Federal Credit Union - 39,458.19 50.000%
Certificate of Deposit No.42004-0067 19.729.10
4 A 10/18/2011 AmeriChoice Federal Credit Union- 10,641,08 50.000%
Certificate of Deposit No.41004-0068 5,320.54
5 A 10/21/2011 AmeriChoice Federal Credit Union- 10,192.65 50.000% 5,096.33
Certificate of Deposit No.41004-0069
6 A 03/15/2008 Fulton Bank-Certificate of Deposit No.022 16,598.44 50.000%
-0264496 8.299.22
7 A 07/10/2008 Fulton Bank-Certificate of Deposit No. 022 6,012.31 50.000%
-0318166 3,006.16
8 A 04/09/2011 Members 1st Federal Credit Union - 10,241.65 50.000%
Certificate of Deposit No. 152118-57 5,120.83
Total of Continuation Schedules See attached
pages
TOTAL(Also enter on Line 6, Recapitulation)
234,193.24
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F(Rev. 01-10)
Rev-1509 E%+(01-10)
pennsytvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT continued
ESTATE OF FILE NUMBER
Coma, Bessie G. 21-13-0323
If an asset was made joint within one year of the decedent's date of death,it must be reported on schedule G.
JOINTLY OWNED PROPERTY
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
ITEM FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR DATE OF DEATH DECD,S VALUE OF
NUMBER TENANT JOINT JOINTLY-HELD REAL ESTATE. VALUEOFASSEI INTEREST DECEDENTS INTEREST
9 A 02/0212012 Members 1st Federal Credit Union- 55,065.63 50.000% 27,532.82
Certificate of Deposit No. 152118-41
10 A 08/30/2012 Members list Federal Credit Union- 55,215.86 50.000% 27,607.93
Certificate of Deposit No.152118-52
11 A 05/12/2011 Members list Federal Credit Union- 1,320.14 50.000% 660.07
Certificate of Deposit No. 152118-53
12 A 04/0912011 Members 1st Federal Credit Union- 39,197.92 50.000% 19,598.96
Certificate of Deposit No. 152118-62
13 A 04/09/2011 Members 1st Federal Credit Union- 31,847.47 50.000% 15,923.74
Certificate of Deposit No. 152118-63
14 A 06/0412011 Members 1st Federal Credit Union- 62,070.94 50.000% 31,035.47
Certificate of Deposit No. 152118-64
15 A 10/02/1986 Members 1st Federal Credit Union -Regular 774.98 50.000% 387.49
Savings Account No.4404-00
16 A 02/01/2001 Members 1st Federal Credit Union-Life 4,000.00 50.000% 2,000.00
Savings Account No.4404-04
17 A 05/12/2011 Members 1st Federal Credit Union- 6,005.59 50.000% 3,002.80
Certificate of Deposit No.4404-42
18 A 0210112012 PNC-Certificate of Deposit No.31300346717 22,597.95 50,000% 11,298.98
19 A 1111512005 PNC-Certificate of Deposit No.31100278846 22,914.75 50.000% 11,457.38
20 A 05115/2008 PNC-Certificate of Deposit No.31900328249 10,869.81 50.000% 5,434.91
Copyright(c)2010 farm software only The Lackner Group,Inc. Form PA-1500 Schedule F(Rev.01-10)
Rev-1509 EXs(01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY
RESIDENT DECEDENT continued
ESTATE OF
Coma, Bessie G. FILE NUMBER
21-13-0323
If an asset was made joint within one yearof the decedent's date of death, it must be reported on schedule G.
JOINTLY OWNED PROPERTY
DESCRIPTION OF PROPERTY
ITEM LETTER DATE INCLUDENAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT %OF DATE OF DEATH
NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR DATE OF DEATH DECD'S VALUE OF
TENANT JOINT JOINTLY-HELD REAL ESTATE, VALUEOF ASSE INTEREST OECEDENTSINTEREST
21 A 12/28/1990 PNC-Checking Account No.5140208033 47,429.48 50.000% 23,714.74
i
TOTAL(Also enter on Line 6, Recapitulation)
234,193.24
Copyright(c)2010 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F(Rev.07-10)
REV-1511 EX.(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE L FUNERAL EXPENSES AND
INHERITANCE TAX RETURN
RESIDENT DECEDENT ADMINISTRATIVE COSTS
ESTATE OF
Coma, Bessie G. FILE NUMBER
21-13-0323
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 12,635.00
B. ADMINISTRATIVE COSTS:
1, Personal Representative's Commissions
Name of Personal Representative(s)
Nancy M. Buscemi
Street Address 754 Manor Road
City Camp Hill State PA Zi❑ 17011
Year(s)Commission Paid 2013 11,500.00
2. Attorneys Fees Boswell, Tintner& Piccola 11,500.00
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant Nancy Buscemi
Street Address 754 Manor Road
City Camp Hill State PA Zi❑ 17011
Relationshi❑of Claimant to Decedent Sister
4. Probate Fees Cumberland County Register of Wills
338.50
5. Accountant's Fees
6. Tax Return Preparer's Fees Boswell, Tintner& Piccola
375.00
7. Other Administrative Costs
See continuation schedules) attached 692.64
TOTAL(Also enter on line 9, Recapitulation) 40,541.14
Copyright(c)2009 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H(Rev. 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF
Coma, Bessie G. FILE NUMBER
21-13-0323
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral. Expend
1 Malpezzi Funeral Home-funeral 12,635.00
H-A 12,635.00
Other Administrative Costs
2 Cumberland County Register of Wills-filing Family Agreement and Estate Fee balance 375.00
3 Cumberland Law Journal -legal advertising 75.00
4 The Sentinel -legal advertising
242.64
H-B7 692.64
Copyright(c)2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 E%+(12-08)
SCHEDULE 1
Pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
Coma, Bessie G. 21-13-0323
Report debts incurred by the decedent priorto death thatremained unpaid at the date of death,including unreimbursedmedical expenses.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1 Alert Pharmacy Services, Inc. -prescriptions
15.85
2 Golden Living Center-Camp Hill-resident 217113
556.29
3 Members 1st Federal Credit Union-VISA Credit Card Account No. 4672090000089268 69.59
4 Messiah Lifeways -resident 2/20/13 to 2/25/13 1,875.00
TOTAL(Also enter on Line 10, Recapitulation) 2,516.73
(If more space is needed,additional pages of the same size)
Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-08)
REV-1513 EX.(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF
Coma, Bessie G. FILE NUMBER
1-13-0323
NUMBER NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
PERSON(S)RECEIVING PROPERTY DECEDENT
o us
I TAXABLE DISTRIBUTIONS [include outright spousal Nat List Tr tees (Words) ($$$)
distributions,and transfers
under Sec. 9116 a 1.2
Nancy M. Buscemi Sister 50% of
754 Manor Road Residuary
Camp Hill, PA 17011
Gloria A. Kennedy Daughter 50% of
P. O. Box 1743 Residuary
Magalia, CA 95954
Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 cover et,as appropriate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev. 01-10)
LAST WILL AND TESTAMENT
OF
BESSIE G. COMA
Introduct_ ory Clause I, Bessie G. Coma, a resident of and domiciled in East Pennsboro
Township, Cumberland County, Pennsylvania, do hereby make, publish and declare this to be
my Last Will and Testament, hereby revoking all Wills and Codicils at any time heretofore made
by me.
I am currently not married.
I have one child: GLORIA A. KENNEDY, currently residing in Magalia, California.
ITEM I
Direction to Pay Debts I direct that all my legally enforceable debts, secured and
unsecured, be paid as soon as practicable after my death.
ITEM II.
Direction to Pay All Taxes from Residuary Estate. I direct that all estate, inheritance,
succession, death or similar taxes (except generation-skipping transfer taxes) assessed with
respect to my estate herein disposed of, or any part thereof, or on any bequest or devise
contained in this my Last Will (which term wherever used herein shall include any Codicil
hereto), or on any insurance upon my life or on any property held jointly by me with another or
on any transfer made by me during my lifetime or on any other property or interests in property
included in my estate for such tax purposes be paid out of my residuary estate and shall not be
charged to or against any recipient, beneficiary, transferee or owner of any su 6 po perty 5r. m rri
interests in property included in my estate for such tax purposes. r
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ITEM III.
Specific Bequest of Residual Property. I, give, devise and bequeath all the rest,
residue and remainder of my property of every kind and description (including lapsed legacies
and devises), wherever situate and whether acquired before or after the execution of this Will as
follows:
1. Fifty (50%) Percent:to my sister, Nancy M. Buscemi, currently residing in
Camp Hill, Pennsylvania.
2. Fifty (54%>) Percent, to my daughter, Gloria A. Kennedy, currently
residing in Magalia, California. If my daughter shall not survive me, her
surviving issue shall take per stirpes the share she would have taken had
she survived me.
ITEM IV.
Naming the Personal Representative Successor and Fees and Other Matter. The
Provisions for naming the Personal Representative and succession, Personal Representatives'
fees and other matters are set forth below:
1 Naminy, Individuals as Personal Representatives. I hereby nominate, constitute,
and appoint as Personal Representative of this my Last Will and Testament, my daughter, Gloria
A. Kennedy, and sister, Nancy M. Buseemi, Co- Executrixes, and direct that they shall serve
without bond.
ITEM V.
Definition of Personal Representative. Whenever the word "Personal Representative"
or any modifying or substituted pronoun therefor are used in this my Will, such words and
respective pronouns shall include both the singular and the plural, the masculine, feminine and
neuter gender thereof, and shall apply equally to the Personal Representative named herein and
to any successor or substitute Personal Representative acting hereunder, and such successor or
substitute Personal Representative shall possess all the rights, powers and duties, authority and
responsibility conferred upon my Personal Representative originally named herein.
I'T'EM VI.
Powers for Personal Representative. My Personal Representative is authorized in her
fiduciary discretion (which shall be subject to the standard of reasonableness and good faith to
all beneficiaries) with respect to any property, real or personal, at any time held under any
provision of this my Will and without authorization by any court and in addition to any other
rights, powers, authority and privileges granted by any other provision of this my Will or by
statute or general rules of law:
I. To retain any property or undivided interests in property owned by me at the time
of my death, including residential property and shares of my Personal Representative's own
stock, regardless of any lack of diversification, risk or nonproductivity, as long as it deems
advisable, and to exchange any such security or property for other securities or properties and to
retain such items received in exchange, although such property represents a large percentage of
the total property of my estate or even the entirety thereof.
2. To invest and reinvest all or any part of my Estate in any property and undivided
interests in property, wherever located, including bonds, debentures, notes, secured or unsecured,
stocks of corporations regardless of class, interests in limited partnerships, real estate or any
interest in real estate whether or not productive at the time of investment, interests in trusts,
investment trusts, whether of the open and/or closed fund types, and participation in common,
collective or pooled trust funds of my Personal Representative, insurance contracts on the life of
any beneficiary or annuity contracts for any beneficiary, without being limited by any statute or
rule of law concerning investments by fiduciaries.
3. - To sell or dispose of or grant options to purchase any property, real or personal,
constituting a part of my estate, for cash or upon credit, to exchange any property of my estate
for other property, at such times and upon such terms and conditions as it may deem best, and no
person dealing with it shall be bound to see to the application of any monies paid.
4. To hold any securities or other property in their own name as Personal
Representatives, in their own name, in the name of a nominee (with or without disclosure of any
fiduciary relationship) or in bearer form.
5. To keep, at any time and from time to time,all or any portion of my Estate in cash
and uninvested for such period or periods of time as it may deem advisable, without liability for
any loss in income by reason thereof.
6. To sell or exercise stock subscription or conversion rights.
I
7. To refrain from voting or to vote shares of stock owned by my Estate at
shareholders' meetings in person or by special, limited, or general proxy and in general to
exercise all the rights, powers and privileges of an owner in respect to any securities constituting
a part of my Estate.
8. To participate in any plan of reorganization or consolidation or merger involving
any company or companies whose stock or other securities shall be part of my Estate, and to
deposit such stock or other securities under any plan of reorganization or with any protective
committee and to delegate to such committee discretionary power with relation thereto, to pay a
proportionate part of the expenses of such committee and any assessments levied under any such
plan, to accept and retain new securities received by my Personal Representative pursuant to any
such plan, to exercise all conversion, subscription, voting and other rights, of whatsoever nature
pertaining to such property, and to pay any amount or amounts of money as it may deem
advisable in connection therewith.
9. To borrow money and to encumber, mortgage or pledge any asset of my estate for
a term within or extending beyond the term of the trust, in connection with the exercise of any
power vested in my Personal Representative.
lo. To enter for any purpose into a lease as lessor or lessee with or without option to
purchase or renew.
11. To subdivide, develop, or dedicate real property to public use or to make or obtain
the vacation of plats and adjust boundaries, to adjust differences in valuation on exchange or
partition by giving or receiving consideration, and to dedicate easements to public use without
consideration.
12. To make ordinary or extraordinary repairs or alterations in buildings or other
structures, to demolish any improvements, to raze existing or erect new party walls or buildings.
13. To continue and operate any business owned by me at my death and to do any and
all things deemed needful or appropriate by my Personal Representatives, including the power to
incorporate the business and to put additional capital into the business, for such time as it shall
deem advisable, without liability for loss resulting from the continuance or operation of the
business except for its own negligence; and to close out, liquidate or sell the business at such
time and upon such terms as it shall deem best.
14. To collect, receive, and receipt for rents, issues, profits, and income of my Estate.
15. To insure the assets of my Estate against damage or loss and my Personal
Representative against liability with respect to third persons.
I
16. In buying and selling assets, in lending and borrowing money, and in all other
transactions, irrespective of the occupancy by the same person of dual positions, to deal with
itself in its separate, or any fiduciary, capacity.
17. To compromise, adjust, arbitrate, sue on or defend, abandon, or otherwise deal
with and settle claims in favor of or against my Estate as my Personal Representative shall deem
best.
18. To employ and compensate agents, accountants, investment advisers, brokers,
attorneys-in-fact, attorneys- at-law, tax specialists,realtors, and other assistants and advisors
deemed by my Personal Representative needful for the proper administration of my Estate and to
do so without liability for any neglect, omission, misconduct, or default of any such agent or
professional representative provided such person was selected and retained with reasonable care.
19. To determine what shall be fairly and equitably charged or credited to income and
what to principal.
20. To hold and retain the principal of my Estate undivided until actual division shall
become necessary in order to make distributions; to hold, manage, invest, and account for the
several shares or parts thereof by appropriate entries on my Personal Representative's books of
account; and to allocate to each share or part of share its proportionate part of all receipts and
expenses; provided, however, the carrying of several trusts as one shall not defer the vesting in
title or in possession of any share or part of share thereof.
21. To make payment in cash or in kind, or partly in cash and partly in kind upon any
division or distribution of my Estate (including the satisfaction of any pecuniary distribution)
without regard to the income tax basis of any specific property allocated to any beneficiary and
to value and appraise any asset and to distribute such asset in kind at its appraised value; and
when dividing fractional interests in property among several beneficiaries to allocate entire
interests in some property to one beneficiary and entire interests in other property to another
beneficiary or beneficiaries.
22. To exercise any power herein granted with reference to the control, management,
investment or disposition of my Estate either as Personal Representative or without having to
declare in which capacity it is acting.
23. In general, to exercise all powers in the management of my Estate which any
individual could exercise in his own right, upon such terms and conditions as it may reasonably
deem best, and to do all acts which it may deem reasonably necessary or proper to carry out the
purposes of this my Will.
ITEM VII.
Discretion Granted to Personal Representative in Reference to Tax Matters. My
Personal Representatives, as the fiduciaries of my estate, shall have the discretion, but shall not
be required when allocating receipts of my estate between income and principal, to make
adjustments in the rights of any beneficiaries, or among the principal and income accounts to
compensate for the consequences of any tax decision or election, or of any investment or
administrative decision, that my Personal Representatives believe have the effect, directly or
indirectly, of preferring one beneficiary or group of beneficiaries over others; provided,
however, my Personal Representatives shall not exercise their discretion in a manner which
would cause the loss or reduction of the marital deduction as may be herein provided. In
determining the state or federal estate and income tax liabilities of my estate, my Personal
Representatives shall have discretion to select the valuation date and to determine whether any
or all of the allowable administration expenses in my estate shall be used as state or federal
estate tax deductions.
ITEM VIII.
Definition of Children. For purposes of this Will, "children' means the lawful blood
descendants in the first degree of the parent designated; and "issue" and "descendants" mean the
lawful blood descendants in any degree of the ancestor designated; provided, however, that if a
person has been adopted, that person shall be considered a child of such adopting parent and
such adopted child and his or her issue shall be considered as issue of the adopting parent or
parents and of anyone who is by blood or adoption an ancestor of the adopting parent or either of
the adopting parents. The terms "child," "children," "issue," "descendant" and "descendants" or
those terms preceded by the terms "living" or "then living" shall include the lawful blood
descendant in the first degree of the parent designated even though such descendant is born after
the death of such parent.
The term "per stripes" as used herein has the identical meaning as the term "taking by
representation" as defined in the Pennsylvania Probate Code.
ITEM IX.
Simultaneous Death Provision Presuniine Beneficiary Predeceases Testatrix. If any
beneficiary and I should die under such circumstances as would make it doubtful whether the
beneficiary or I died first, then it shall be conclusively presumed for the purposes of this Will
that the beneficiary predeceased me.
Testimonium Clause
,y, IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this
=Z—'day of April, 2007.
BESSIE G. COMA
Attestation o— nom. The foregoing Will was this
day of Apri 1, 27,published and declared by the Testatrix as and for her Last Will and Test ment in�our presence,, sealed,
and we, at her request and in her presence, and in the presence of each other, have hereunto
subs ' ed our na es s w'tnesses on the above date.
C of
of LQ�ayne.
of �-
(7
PROOF OF WILL
Commonwealth of Pennsylvania
County of Dauphin ) ss: Self-Proving Affidavit
We, Bessie G. Coma,
Diane and Leonard T'
E. Grissin er _
4 the Testatrix and the witnesses, respell whose f and
respectively, names are
signed to the attached or foregoing instrument, being first duly swom, do hereby declare to the
undersigned authority that the Testatrix signed and executed the instrument as her Last Will and
that she had signed willingly (or willingly directed another to sign for her), and that she executed
it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses,
in the presence and hearing of the Testatrix, and in the presence of each other, signed the Will as
witness and to the best of our knowledge the Testatrix was at that time eighteen years of age or
older, of sound mind, and under no constraint or undue influence.
ESSIE G. COMA
Witness
Witness
n
Witness a�
Subscribed, sworn to, and acknowledged before me by Bessie G. Coma, the Testatrix and subscribed
and svan to before me by Leonard Tintner
Deane E. Grissa.nger Brad Stiffler
witnesses, of April, and
is th day ril, 2 07.
COMMONWEALTH OF PEN SYLYANtA Notary Pu (Seal)
NOTARIAL SEAL Y blic for Pennsylvania
DEFUSE L. FOSTEIt 6up iYC f/
City of Harrisburg, 6le 5• My Commission Expires: �/J `�JC
MY Commk�On Et�ites
AmeriChoice
F E D ERA L C R E D I T U N I O N
Building Relationships For Life
June 4, 2013
Boswell, Tintner& Piccola
Attn: Leonard Tintner
315 North Front Street
Harrisburg, PA 17101
Re: Estate of Bessie G Coma
Mr. Tintner:
The decedent had one member numbers, 41004, titled Bessie G Coma, held jointly with Nancy
M Buseemi.
Account 41004
Regular Savings (suffix 0001)—opened 06/07/2007
36 month Share Certificate (suffix 66) —opened 08/09/2011
48 month Share Certificate(suffix 67)—opened 09/12/2011
36 month Share Certificate (suffix 68) —opened 10/18/201 1
36 month Share Certificate (suffix 69) —opened 10/21/2011
Date of death balances are as follows:
Account
Balance
0001 _ $ 5.00 Accrued Dividends (from 1/1/13 to 3/2/2013)
0066 - $ 15,890.65 $ 0.00
0067 - $ 39,360.05 $ 35.89
0068 - $ 10,617.01 $ 98.14
0069 - $ 1 0,169.68 $ 24.07$ 22.97
The above balances include only the posted accrued dividends. Accrued dividends include both
Posted and unposted dividends. Mrs. Coma did not have a safe deposit box with AmeriChoice.
There are no outstanding loans against the decedent's account. I have included Mrs. Coma's
most recent statement for your records.
Please feel free to contact me directly with any questions you may have.
Sincerely,
Bonnie R. Seagraves, Operations Specialist
Phone (717) 591-1282, Email bseavraves@ameichoice.org
Main Office: 2175 Bumble Bee Hollow Road •Mechanicsburg, pA 17055 •Phone: (717) 697.3474 , Fax: (717)697.3713
Website: www.americhoice.org
�� Eg7el
LENDER
(ENDER LENDER CREDIT UNIONS'
AmeriChoice Statement of Accounts
17>Humble Cite enrol,.ROZO Jan 01, 2013 thru Mar 31, 2013
FEDERAL CREDIT UNION Mc,II'11'�"�'�"-"PA 17055
Building Relationships For Life "„" "mc'ichoicc.ow Account Number: xxxxxxx004
nad,a..scr ice a �l, _mll Account Balances at a Glance
Savings: 5.00
Certificates: 76,18220
BESSIE G COMA
754 MANOR RD
CAMP HILL PA 17011.1717 New Relationship Reward Level is: General
Page 1 of 2
AmeriChoice is going green! We will discontinue sending NSF and Courtesy Pay
notices as of May 15;2013. Our members can have immediate.access to their
account information by using any one of our 2417 electronic services: Home
Banking, Mobile Banking,and Audio Response.
From April 21st-27th,AmeriChoice will be participating in our Youth Week
Savings Challenge! Visit our branches throughout the week and make a deposit
into your Dollar Dog or MyChoice Teen Account for great prizes and contests!
Are you ready to be a Savings Sleuth and'Stache Your Cash at AmeriChoice?!
REGULAR SHARE - 0001
Joint Owner: NANCY M BUSCEMI
Date Transaction Description Additions Subtractions Balance
01-01 Balance Forward 5.00
03-31 Ending Balance 5.00
Dividends Paid Year to Date 0.00
36 MONTH CERTIFICATE - 0066
Joint Owner: NANCY M BUSCEMI
Date Transaction Description Additions Subtractions Balance
01.01 Balance Forward 15,837.04
02-09 Deposit Dividend 1.343% 53.61 15,890.65
Annual Percentage Yield Earned 1.350%from 1110912012 through 0210812013
03-31 Ending Balance 15,890.65
36 MONTH CERTIFICATE will mature on 08/09/2014
Dividends Paid Year to Date 53.61
48 MONTH CERTIFICATE - 0067
Date Transaction Description Additions Subtractions Balance
01-01 Balance Forward 39,360.05
03-31 Deposit Dividend 1.492% 144.81 39,504.86
Annual Percentage Yield Earned 1.500%from 01/01/2013 through 0313112013
03-31 Ending Balance 39,504.86
48 MONTH CERTIFICATE will mature on 09/12/2015
Dividends Paid Year to Date 144.81
36 MONTH CERTIFICATE - 0068
Joint Owner:NANCY M BUSCEMI
Date Transaction Description Additions Subtractions Balance
01.01 Balance Forward 10,581.19
01-18 Deposit Dividend 1.343% 35.82 10,617.01
Phone: (717) 647-3474 Toll Free: (800) 240-4364 Fax Number: (717) 697-3713
r
St
MEMBERS 1st
FEDERgy caEDrr t1MON
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
D-ate Account Established 152118-00
Principal Balance at Date of Death 04/28/1977
Accrued Interest to Date of Death $390.43
Total Principal and Accrued Interest $0.02
Name of Joint Owner $390.45
None
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
D-ate Account Established 15211841
Principal Balance at Date of Death 02/02/2012 152118-52 152118-53
Accrued Interest to Date of Death $55,063.63 03/28/2012" 04/10/2012"
Total Principal and Accrued Interest $1.73 $55,214.12 $1,320.10
Name Of Joint Owner $55,065.36 $1.74 $.04
Date Joint Ownership Established Nancy Buscemi Nanc 75 86 $1,320.14
02/02/2012 y Buscem, Nancy Buscemi
`Rollover from certificate 152118-49, originally established 08/30/2010.03/29/2012 04/10/2012
"Rollover from certificate 152118-51, originally established 05/12/2011
CERTIFICATES OF DEPOSIT:
Account NuMbernDutlix
D-ate Account Established 152118-57
Principal Balance at Date of Death 07/09/2012` 152118-62 152118-63
Accrued Interest to Date of Death $10,241.34 07/09/2012" 07/09/2012`—
Total Principal and Accrued Interest $.31 $39'196'74 $31,846.51
Name Of Joint Owner $1024165 $1.18 $.96
, .
Date Joint Ownership Established Nancy Buscemi Nancy Buscemi Nancy Buscemi
07/09/2012 07/09/2012
"Rollover from certificate 152118-50, originally established 04/09/2011. 07/09/2012
`"Rollover from certificate 152118-45, originally established 04/09/2011.
"`Rollover from certificate 152118-44,originally established 04/09/2011.
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
D-ate Account Established 152118-64
Principal Balance at Date of Death 01/02/2013
Accrued Interest to Date of Death $62,069.24
Total Principal and Accrued Interest $1.70
Name Of Joint Owner $62,070.94
Date Joint Ownership Established Nancy Buscemi
01/02/2013
VISA CREDIT CARD ACCOUNT
Account Number
Date Account Established 4672090000089268
Balance at Date of Death 06/28/1995
Joint Cardholder $69.59
None
ML�FED'E5
L CRED T UNI
Danielle A. Kline ,I`-� k
Lending Insurance Support Specialist
Estate of:BESSIE G.COMA May 17,2013
Date of Death: 03102/2013
Social Security Number:200-12-4661
#.
o�
C -
.s Z
5000 Louise Drive • P.O. Box 40 • Mechanicsburg, pennsylvarlja 17055
• (800) 283_2328 • wwvmembersIst.org
A01 1st
MEMBERS isf
rEDEIWLCREDrr U1170N
PRIMARY OWNER:
NANCY M. BUSCEMI
REGULAR SAVINGS ACCOUNT:
Account Number/suffix
D-ate Account Established 4404-00
Principal Balance at Date of Death 05/13/1958
Accrued Interest to Date of Death $774.98
Total Principal and Accrued Interest $.00
Name of Joint Owner $774.98
Date Joint Ownership Established Bessie Coma
LIFE SAVINGS ACCOUNT 10/02/1986
:
Account Number/Suffix
D-ate Account Established 4404-04•
Principal Balance at Date of Death 02/01/2001
Accrued Interest to Date of Death $4,000.00
Total Principal and Accrued Interest $.00
Name of Joint Owner $4,000.00
Date Joint Ownership Established Bessie Coma
02/01/2001
`Opened by transfer of funds from 4404-00.
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
D-ate Account Established 4404-42
Principal Balance at Date of Death 04/10/2012'
Accrued Interest to Date of Death $6,005.40
Total Principal and Accrued Interest $19
Name of Joint Owner $6,005.59
Date Joint Ownership Established Bessie Coma
04/10/2012
'Rollover from certificate 4404-41, originally established 05/12/2011.
M MB S 1s'FEDERAL CREDIT UNIO
n� b
..'ell,.'A.
Kline
Lending Insurance Support Specialist
May 17,2013
Estate of: BESSIE G. COMA
Date of Death:03/02/2013
Social Security Number:200-12-4661
5000 Louise Drive • P.O. Box 40 • Mechanicsburg, Pennsylvania 17055
• (800) 283.2328 uu,u,memberslst.org
FWtan Bank
LISTENING IS JUST THE BEGINNING.°
May 21, 2013
Boswell Tintner& Piccolo
315 North Front st
Harrisburg, PA 17101
Dear Mr. Tintner,
RE: Bessie G Coma, deceased 3/2/2013
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
CD# DATE OF DEATH ACC
022-0264496 BALANCE INT
1ALAN3 RATE OPEN ROLLOVER 77 titledjoinHy always with Nancy M Buscemil .30 3/15108 MATURITY
6/15/12 6115113
022-0318166 5963.24
titled jointly always with Nancy M Buscemi9 1'98 7/10/08
10/10/10 10/10/13
If you should have any further questions,please do not hesitate to contact me at 717-327-2497.
Very truly yours,
This information is fumished as a matter of business r urt?sy
in answer to your innuiry,and rs for your confb;`enti::!us
The bank furnishing this mtotmahon d ' APril Billett
guarantee the accuracy, oes rt,` rc,'=r'es:;ntGfedit Confirmation Processor
information 1 complatenass or r.!i=:, tity ;! the
provof',ic idG responsibility is r_sum u y ire
bank or any of its officers, emo!oyeos or tiro,; i -J _
herein expressed is sub;ect to ch . y °t:;n
tinge vdnGGUt r,, t;cp
1.800.FULTON.4 • fultonbank.com
Fulton Bank,N.A.Member FDIC Member of the Fulton Financial Family
Inv YNC Bank
No, 5559 p, 112
G PNC
May 24, 2013
Leonard Tintner Esq,
Boswell rintner$piocola
315 N Front St
Harrisburg, pA 17101
RE: Bessie G Coma
SSN:200-12-4661
DOD: 03-02-2013
Dear Mr. Tintner:
1n response to your request for Date of Death (DOD) balances for the customer noted abo
records show the following;
ve, our
Certificate of Deposit
Account#31300346717
BESSIE G COMA Established: 02-01.2010
/DOD balance: $22,572.28+0. NANCY M BUSCEMI
Interest paid 01-01-2013 55 thni 03-02-20[133 $25.12�YTD
Account#31100278846
BESSIE G COMA Established: 11-15-2005
1/ DOD balance: $22,892.66+4.54 NANCY M BUSCEMI
Interestp d 01-022,892 accrued interest
thru 03-02-2013 $ 17.55 YTD
Account#31900328249
BESSIE G COMA Established: 05-16-2008
DOD balance: $ 10,859.46+ NANCY MBUSCEMI
Interest aid Ol- 2.02 accrued interest
P 01-2013 tbru 03-02-2013 8.33 YTD
`9ccoent#51 0208033
BESSIE G COMA Established: 12-28-1990
DOD balance: $47,428.70+ NANCY M BUSCEMI
Interest paid 01-01- 0.26 accrued interest
2013 thru 03-02-2013 $ 0.52 YTT1
Page 1 of 2
rNC Bank No, 5554 P. 212
Please note that this office provides date of death balances for deposit accounts MW, CDs,Checking and
Savings). We do not process any financial transactions or provide statements, If you need assistance with
any of these items,please call 1-888-PNC-BANK(1.888-762-2265)or stop by your Iocal PNC Bank branch
office.
Sincerely,
National Financial Services Center
PNC Bank,N.A.
Member FDIC
This message is intended for the use of the individual or entity to which it is addressed and may
contain information that is privileged confidential and exempt from disclosure under applicable laW
If the reader of this message is not the intended recipient or the employee or agent responsible for
delivering this message to the intended recipient,you are hereby notified that any dissemination
distribution or copying of this communications is strictly prohibited. If you have received this
communication in error,please notify me immediately by reply or by telephone at 800.762-1775 and
immediately destroy this faxed document.
Page 2 of 2