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HomeMy WebLinkAbout08-26-13 � 15D5610143 REV-1500 EX`°?_,,, �� PA De artment of Revenue OFFICIAL USE ONLY P pennsylvania CountyCOde vear FileNumber Bureau of Individual Taxes •^*ME+*�^E�E��E Po sox.2eosoi INHERITANCE TAX RETURN 21 13 0117 Harrisburg, PA �7�28-060� RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth Ol 18 2013 04 20 1930 DecedenYs Last Name Suffix Decedenfs First Name MI FORTINI ELEANOR B (If Applicabie)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI FORTINI MARIO R Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE',WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW I X_ �. Original ReNrn � 2. Supplemental Retum ._� 3. Remainder Re�Wm(Date of Death -�- Priorto 12-13-82) '___ 4. Limited Estate � qa. Fumre Interest Comprom�se i� 5. Federal Estate Tax ReWm Re uiretl (aateo/deaNa%er1242-82) I _I Q g DecetlenlOietlTestate � DecedeptMaintainetlaGvinqTmst ��X�� ' (At[ech Copy of W ill) ❑ (Aflach Copy ot imsq . . . g. Total Number of Safe Deposlt Boxes 9. Litigation Proceetls Received �0. 5 ousel Povert Creaic(oaie o�Deam �� Election to tax under Sec.9�13 A .__� � b�tween 12-31-�1 antl 1-1-95) �� (Attach Schedule O) ( � CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number WAYNE M PECHT ESQ 717 691 9808 � - ,:� , . : . REGIS'F�R�WILLSi}�E O}JC.1't"� I��'7 _ c! ..� . First Line of Address -'�� * ���- �...� 650 NORTH TWELFTH ST ''. cn =r-' `' � '-' Second Line of Address ����� "�, �- � � ����� ��.� �:. , _ __> _�, SUITE 100 ' ` ; _J - _ �, � � ��•� 6'�TEi FILED ' �� CiTy or Post Office State ZIP Code �. F-� '�1 LEMOYNE PA 17043 CorrespondenYse-mailadtlress: WF�eChY(�p@Cht18W.COM Untler penalties of perjury,I tleclare that I have examined this reNm,including accompanying schedules antl statemeMS,antl to the best ot my knowletl9e and belief, il is true,corred antl complete.Declaration of preparer other than the personal representa6ve is basetl on all information of which preparer has any knowledge. SIG RSON R IBLE FOR FILING RETURN DATE Anthony Fortini �- , 3 - Zp/,j nooRESS`�' 12 Golfvi w Road Cam Hill PA 17011 SIGNAT RE�OT RTH REPR ENTATIVE �ATE Wayne M Pecht Esq. �-lj-/� ADORESS 650 North Twelfth Street, Suite 100, Lemoyne, PA 17043 Side 1 � 15�561U143 1505610143 J � h� _ � _ J 1505610243 REV-1500 EX DecedenPs Sor,ial Security Number oe°a°e��'sNdme Fortini, Eleanor B __ _. -- RECAPITULATION � � � �� � � 1. Real Estate(ScheduleA)..........._._.............._....._..........._................................... 1. 14H � 716 . 04 z. s�ocks and eonds�scnedwe e�.. _.._..... ........ ...._............._ ..............._._.. _. z. 788 . 97 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)_._.... 3. 4. Mortgages&Notes Receivable(Schedule D)......_.._............................................ 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property(SChedule E)............... 5. 60 � 8�9 . O Z 6. Jointly Owned Property(Schedule F) I,___� Separate Billing Requested...._..._. 6. 7. Inter-Vivos Transfers&Miscellaneous Nnq-Probate Property (SChedule G) J Separate Billing Requested.._........ 7_ g. 7otal Gross Assets (total Lines 1 through 7)..................._....._..................._._.... 8. 210 , 314 . 02 __ _-- 9. Funeral Expenses and Administrative Costs(Schedule H)...._.............._.............. 9. 8 � $68 . $0 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)...........__............. 10. 4 , 849 . BS 71. Total Deductions(total Lines 9 and 10)............._..............._. _.................... __ �� 13 , 718 . 65 12. NetValueofEstate(LineBminusLinel1)........................._..............._............_ �p. Z9G, 595 . 37 13. Charitable antl 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)_..................._.................._._. �q. 19 C�, 595 . 37 __. ._ -___._ .__. . - TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 75. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(t2)x.00 63 � 031 . 79 �5 0 . 00 16. AmountofLinel4taxable 126 063 . 58 �s. 5 672 . 86 at lineal rate X .045 i r 17. Amount of Line 14 taxable at sibling rate X.12 0 . �� 17. � . 0� 78. Amount of Line 14 taxable at collateral rate X .15 0 . �� 18. 0 . 0� 19. TAXDUE..._. _..._....... .. ....... 19. 5 , 672 . 86 ................ ............... ..._............ ...... 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 L 1505610243 1505610243 ,� REV-1500 EX Page 3 File Number 21-13-0117 DecedenYs Complete Address: DECEDENTSNAME Fortini, Eleanor B STREETADDRESS 1012 East Coover Street CITY ..___. _...__ _ .. _i STATE _.._. _ ZIP ..___—__—__.. Mechanicsburg '��, pp 17055 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (11 5,672.86 2. Credils/Payments A. Prior Payments 9,004.30 e. Discount 473.91 Total Credits(A +g� (2) 9,478.21 3. Interest (31 q. If Line 2 is greater than Line t +Line 3,enter the difference. This is the OVERPAYMENT. (4,i 3,805.35 Check box on Page 2,Line 20 to request a refund ���—- -���-� � 5. If Line 7 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5;, 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. retaintheuseorincomeofthepropertytransferred:............................._............................___....._._.._ [.] � b. retain the right to designate who shall use ihe property transferred or its income;.._..__...____....._...._ �� � c. retain a reversionary interest or . ......... ..............._. . .......... .. .__........... ........__...._ ___ C_� rx,�. d. receive the promise for life of either payments,benefits or care?........._........................._.........._.......... � [x] 2. If death occurred after Dec. 12, 1982 did decedent transfer propeRy within one year of death wittiout receiving adequate consideration?. ............ . . . . �__ ;I] .......... ........_.._. .............. x . .................. 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....._ �._, x� 4. Did decedent own an individual retirement account annuity,or other non-probate property which __, contains a beneficiary designation? ............._ .. .... J � . ._..... ........ ._............ x ...___. . ...._ __ 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 taz 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 vaiue of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9716(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from taz,and the statutory requirements for disdosure 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 atloptive parent, or a stepparent of the child is 0 percent[72 P.S.§9116(a)(L2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedenPs lineal beneficiaries is 4.5 percent,e.xcept as noted in [72 P.S.§9116(a)(1)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)(7.3)). A slbling is definetl untler Section 9102, as an individual who has at least one parent in common with the decedent,whether by blood or adoption. I Rev�1602 EXr(0�-10) SCHEDULE A pennsylvania REAL ESTATE DEPARTMENT OF REVENUE INHERITANCE TN(RETURN RESIpENT DECEDENT ESTATE OF FILE NUMBER Fortini, Eleanor B 27-13�•Q117 Aii real property mm¢tl soleiy ar ac a tenaM in Common must t1e�¢portetl at teit�narke[value.Fair markei v6lue is tleFineq ss the price at whlch propeny woui�be exchangeq between a willing buyer antl a willing seller,nBphur being rqmpelletl to buy or sell,both having�adsonable knowlytlge af ihe relnvant/ads. Raal p�openy that is joinHyownetl with right af survivonhip must be tliselosed on scheduln F. Attaeh a copy of ihe eettlement sheet iittre pre�pearty has Ceen soid inciade a copy W Me dcetl showing tlecedenfs interest if ownetl as tBndn[in commqn. ITEM VALUE AT DATE NUMBER DESCRIPTION oF DEATH 1 1092 East Caaver Street,Mechanicsburg,PA 17055 148,?16.04 TOTAL(Also enter on Line 1,Recapitulationy 148,716.44 (IF more space is needed,additional pages of the same size) Copyright(c)2p10 form software only The Lackner Group, Inc. Form PA-1500 Schedule A(Rev. 01-10) Rev4503 E%i(6-98) scHeuu�e B STOCKS & BONDS COMMONWENLTMOFPENNSYLVANIA INHERRANLETAXRETURN RESIOENTOECE�ENT ESTATE OF FILE NUMBER Fortini, Eleanor B 21-13-0117 All propetly jointly-ownetl wi[h right of survivorship must be disclosetl on Schetlule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 Met Life-21 Shares 7gg.97 TOTAL(Also enter on Line 2, Recapitulation) 788.97 (It more space is neetletl,atltlitional pages of ihe same size) Copyright(c)2002 form software only The Lackner Group, Ina Form PA-1500 Schedule B(Rev.6-98) Rev�1508 EX+�N�1D) scHEOU�E e pennsyivania CASH, BANK DEPOSlTS, & MISG. DEFARTMENT OF REVENUE ,N„ER,rAN�E,�aE��RN PERSONAL PROPERTY RESIqENT DECEDENT' ESTATE OF FILE NUMBER Fortini, Eleanor B 24-13-0177 Ireiude t86�?taesetls of ittigadvn a�tllhB qate the wocBezis were racelvetl tiy ths estele. qii proparty jointiyawnetl wlth khe right af survivorahip iYYUSf be 6isdpsetl on sc�etlNe P. ITEM VALUE AT DATE NUMBER DESCRIPTION pF DEATH 1 Met Life Dividend 3.89 2 PSECU -Account 01D9xxxxxx $.225.90 3 $overeignBank-MoneyMarketAccount-ACCOUntit7672814303 27,$93.13 4 Sovereign Bank-Premier Checking Accaunt-Account#1771Q74528 21,T38.09 5 2000 Toyota Camry 4,8p0.00 6 Househpld furnishings 4,350.00 TOTAi.{Aiso enter on Line 5,Rec�pitulation) fi0,808.0'1 (Ii more spsce is needad.atltlitional pages of the same size) Copyright(c)2p70 form sOftware only The Lackner Group. Ina Fortn PA-15�D0 Schedule E(Rev. 11-10) fYEV-1511 E%�(1pA9) pennsylvania SCHEDULE H °EPART"'E"TaFR��"�,E FUNERAL EXPENSES AND �NHER�TAN�ETA"ReT�RN ADMINISTRATIVE COSTS RESI�ENT DECEDENi ESTATE OF Pt�E NUMBER Fartini, Eieanor B 21-13-D117 DecedenYs debts must Be reported on Schedule I. ITEM Mg DESCRIPTIOP7 AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s)attached 870.30 B. ADMINISTRATIVE COSTS: 1. Personal Representativa's Commissions Name af Persanal ReprasentaYive(s) Street Address City State Zio Yeae{s}Commission Paid 2. Attamev's Fees 7,540.00 See canfinuation schedule(s)attached 3. Famiry Exemption: (If decedenPs address is nat the same as claimanYs,attach explanation) CiaimanT Streat Rddress City State Zio Reiationshio of Claimant to DecedenY 4. Probate Fees 49$.50 See continua#ion schedule(s}attached 5. Accountanf's Fees 6. Tax Return PreparePs Fees 7. OtherAdministraSive Costs TOTA�(Also enter on line 9,RecapiWiation) 8,$8$.84 Copyright(c)2p09 form sOflware only The Lackner Group, Ino. Form PA-1900 Schetlule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Fortini, Eleanor B 21-13-0117 ITEM NUMBER DESCRIPTION AMOUNT F�neral Ex�enees 1 Fellowship following funeral 824.30 2 Thank you notes and postage 46.00 H-A 870.30 Attorney Fees 3 Pecht&Associates, PC 7,500.00 H-BZ 7.500.00 Probate Fees 4 Register of Wills, Cumberland County-Petition to Probate 413.50 5 Register of Wills,Cumberland County-Filing Fee,Amended Petition to Probate 35.00 6 Register of Wills, Cumberland County-Filing Fee, Inheritance Tax Return and Inventory 30.00 7 Register of Wills, Cumberland Counry-Filing Fee, Estate Settlement Agreement 20.00 H-B4 498.50 Copyright(c)2002 form software only The Lackner Group; Inc. Form PA-'I500 Schedule H(Rev.6-98) Rev-1512 EX+�12-08) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF REVENUE �NHER�TAN�ET�RET�RN MORTGAGE LIABILITIES AND LIENS aesioEr�T oECEOFNr ESTATE OF FILE NUMBER Fortini, Eleanor B 21-13-0117 Report tlebts inwrted by[he decedent pdo�to death ihat remainetl unpaitl at the date of tleath,incluOing unreimburoed metlical erzpenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Barry L. Heckard Sr. Tax Collector-Cumberland County Municipal Tax Bill 903.35 2 Barry L. Heckard Sr. Tax Collector- Per Capita Tax 9.80 3 Borough of Mechanicsburg -Sewer/Refuse Bill 771.60 4 Cumberland Law Journal-Estate Legal Advertisement 75.00 5 Great Call -Wireless telephone service 65.08 6 Master Card -Account No.: xxxxxxxxxxxx5984 959.20 7 Patriot News-Estate Legal Advertisement 134.31 8 PPL-Electric Utility Service 1,234.12 9 Scott's Lawn Service-1012 East Coover Street, Mechanicsburg PA 138.86 10 Suburban Propane-Heating Fuel Oil 446.00 11 Terminix-Pest Inspection 1g9.28 12 United Water 135.66 13 Verizon 377.59 TOTAL(Also enter on Line 10, Recapitulation�� 4,849.85 pf more space is needed,adtlitional pa9es of the same size) Copyright(c)2008 form software only The Lackner Group, Ina Form PA-t500 Schedule I(Rev. 12-08) REV-1513 EX+�o1-00) pennsylvania SCHEDULE J OEPARTMENT OF REVENUE '""ER'T""°E T,�RET"R" BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Fortini, Eleanor B 21-73-0117 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT ; (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec. 9116 a 1.2 See attached schedule Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. q.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TF�KEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET � Copyright(c)2010 form sokware only The Lackner Group, Inc Form PA-1500 Schedule J(Rev.Oi-10) SCNEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Eleanor B Fortini 01/18/2013 109-22-9305 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 1 Mario R Fortini Husband One-Third Interest c/o Richard Fortini 7012 East Coover Street Mechanicsburg, PA 17055 2 Anthony Fortini Son One-Sixth Interest 12 Golfview Road Camp Hill Camp Hill, PA 17011 3 Richard Fortini Son One-Sixth Interest 1012 East Coover Street Mechanicsburg, PA 17055 4 Pamela Ann Tarell Daughter One-Sixth Interest 2204 Morning Glory Orive Vera, OK 74082 5 Mary Ellen Wotring Daughter One-Sixth Interest 304 Wertz Avenue Mechanicsburg, PA 17055 Total 1 � � ,�: � m � � i� � fl Last WiI1 and Testament � � � � � M � z � �, ��, r, � � ;� �; � a� � �-� �, z� -:, � � � -:, � - {:� � ,.-� :�_ �:> ELEANOR B. FORTINT � =; ' J �- '" -n ��, t'� i .� t� I,EL�/�,NOR B.FORTINI,of Mechanicsburg,Cumberland County,Pennsyivania,do make, publish and declare this to be my f,ast Will and Testament,hereby revoking ail Wills and Codicits by me her�tofore made. ITEM I: Family InEormation. I am married to Mazio R.Fortini. I have four children: Fa�neE� Ann Tare11 (barn September I9, 1953}; Anthony Fortini(born Septenzber 30, 1�55}; Mary Ellen Wotrinb(bom August 3, 1964); and Richazd Fortini(born Octoher 9, 1967). My children are refened to in this Will as my ehildren or as children of mine. Any person born to or adopted 6y a cl�ild of mine is referenced in this Will as rny issue. Provided,however, np adopted person shalI benefit undei•tt7is Will unless the order or decree of adoptian is entered befare the adopted parsnn attaiixs ihe age pf twenty-one(21) years. ITEM I'f: Death Taytes. I direct thaY a11 inherrtance and estate Caxes becomang due by reason af my death, whether payable by my estate ar by any recipient of any property, shall be paid by the F�xecvtor out of the residue af my estate, as an expense and cost of a�nii�istratian of my estate, except that no taxes shall be charged against any gift qualifying for the ma��ital or charitable deductlon in�ny estate. The Executor shall lrave no duty or obligatioa to obtain reinlbursenzent far any such tax so paid,even thougl�an proceeds of insurance or other property rlot passin�u�der this Will. ITEnh ItT: Debts and Finat Exoensas. I direct the Execufor to pay fhe expens�s afray last illness aad fiu�eral espenses fi�orn the residue of rny estate as au expense and cost of administration of my estate. �� Initials I �T1�1 I V: I'anaible Personal Propertv. If I die before my chi ldren,Pamela Ann Tarell, Anthony 1 ortini, Mary Ellen Wotring, and Richazd Fortini, I give to them all my tangit>le personal property, i nc l uding but not limited to,all of my household fumiture and fumishings,books,pictures, jewe6y, si lverware,automobiles,wearing apparel and all other articles of household or personal use or adornmenz and all policies of insurazice thereon. Such property shall be divided among them as they sha{1 agree. Should there be no agreement,the Executor shall divide this property among them in equal shares, as the Executor, in his discretion, deems appropriate, having due regard to the personal preferences of my children. I may leave a written list in my safe deposit box o r elsewhere disposing of certain items of my tangible personal property. The Executor shall dispose of iteais of my ta�igible personal property as specified in the written list. If no written list is found in my safe deposit box or elsewhere and properly identified by the Executor within thirty (_0) days afrer the probate of nry Will, it shall be presumed that there is no other statement or list. .4iry subsequently discovered list shall be ignored. fTEM V: Residue. I give, devise, and bequeath all the rest and iesidue of my estate to my children,Pamela Ann Tarell,Anthony Fortini,Mary Ellen Wotring,and Richard Fortini,in equal shares, per stirpes. If any of my said children shall predecease me, leaving no issue, such deceased person's share shall be distributed to those of my children who survive me, in equal shares, per stirpes. ITEM VI: Administrative Powers. In addition to the powers granted at law,the F.,xecutor and the 7'rustee shall possess the following powers, each of which shall be construed Eiroadly and may be exercised without court approval, but in a fiduciary capacity only: A. To retain any investments I have at my death, includii�g specifically those consisting of stock of any bank even if I have named that bank as the Executor. B. To vary investments, to make loans, and to invest in bonds, stocks, notes, real estate mortgages or other securities or in other property,real or persor.�al, witl�out being restricted to so-called `9ega1 investments",and without being limited b am statute or rule of law regarding investments by Fiduciaries. 'E'� 2 Initials 4C'�Y�X� -- �^.pF.: ¢ . . ,s'.:,< . . ' . . .. C. The Executor is authorized to divide and distribute personal property and real property, partly or wholly in kind, and to allocate specific assets among beneficiaries so long as the total market value of each share is not affected by the division,distribution or allocation in kind. The Executor is authorized to make,join in a��d consummate partitions of lands,voluntarily or involuntarily,includii�g giving o f mutual deeds,or other obligations, with as wide powers as an individual owrier in ?ee simple. D. To sell either at public or private sale real and personal property se verally or in conjunction with other persons,and to consummate sale(s)by deed(s j or oti�er instrument(s)to the purchaser(s),conveying a fee simple titie. No purchaser shall be obligated to see to the application of the purchase money or to make inquiry into the validity of any sale(s). The Executor is authorized to execute,acknowledga and deliver deeds,assignments,options or other writings as necessary or convenient to any of the power conferred upon the Executor. E. To mortgage real estate, and to make leases of real estatz. F. To bonow money from any person, including the Esecutor, to pay indebtedness of mine or of my estate, expenses of administration or inheritance, ]egacy, estate and other taxes, and to assign and pledge assets of my e:;tate estabiished by this Will. G. To pay all costs, taxes, expenses and charges in connection witr� the administration of my estate established under this Will. H. To make distributions of income and of principa] to the proper beneflciazies, during the administration of my estate, with or without court order, in such maimer and in such amounts as the Executor deems prudent and appropriate. I. To vote shares of stock which form a part of my estate established under this Will, and to exercise all the powers incident to the ownership of stock. J. To unite with other owners ofproperty similaz to property in my estate tu carry uut plans for the reorganization of any company whose sectuities fonn a part of my estate. �'�— 3 Initials �•-�-�-�--- _ ������� ¢:,�..,v .. K. To disclaim any interest in property which would devolve to me or my estate by whatever means, including but not limited to the following means: as beneficiary under a will, as an appointee under the exercise of a powe,r of appointment, as a person entitled to take by intestacy, as a donee of an inter vivos transfer, and as a donee under a third-parly beneficiary contract. L. To prepare, execute and file taY returns of auy type required by applicable law, including but not limited to filing ajoint tax retum with my survivin� spouse, and to make all tax elections authorized by law. M. To employ custodians of properiy, investment or business advisors, accoLmtants and attomeys as the Executor deems appropriate, and to compensate tl�ese persons from assets of my estate or trust,without affecting the compensatie�n to which the Executor is entitled. N. To allocate administrative expenses to income or to principal, as the Fxecutor deems appropriate. However,no allocation to income shall be made if the effect of the allocation is to cause a reduction in the amount of any estate tax ma�ital deduction or estate tax ehaiitable deduction. O. To make any ldjustment to basis authorized by law,including,but not limited to increasing the basis of any property included in my estate, whether or not passiog under this Will, by allocating any amount by which the bases of assets r.nay be increased. The Executor shall be under no duty and shall not be required to al(ocate basis increase exclusively,primazily, or at all to assets which pass as part of my probate estate as opposed to other property for which a basis adjustme�lt is allowable. The Executor shall allocate basis increase equitably aniong thuse beneticiaries receiving property as a result of my death,but shall not be liable to any person, nor subject to removal or surcharge, for any reasonable allocation of basis increase. P. To compromise claims. To do all other acts in his or her judgment necessary or desirable for the F�roper and advantageous ma�agement, investment and distribution of the estate established under this Will. �� _- 4 Initials �. � ,��- _ � ITEM VII: Distributions to or for Beneficiazies. The Executor is authorized to distribute principa] or income in any one or more of the followittg ways if the Executor considers the beneficiary imable to apply distributions to the beneficiary's own best interests, or if the beneFiciary is under a legai disability: A. Directly to the beneficiary; B. To the legal guardian or conservator of such beneficiary; C. To a Trustee,as custodian under the Pennsylvania Uniform 1'ransfers to Minors Act, as to a beneficiary under the age of twenty-five(25) years; D. To a relative of the beneficiary,to be expended by that relative for the beneYit of the beneficiary; or E. By directly applying distributions for the benefit of the beneficiary. 1TEM VIII: SurvivaL Subject to item X,any person who has died within thirty(30)days after my death, ur under such circumstances that the order of our deaths cannot be established by proof, shall bz deemed to have predeceased me. Any person(other than myself)who has died at the same time as any 6eneficiazy under this W ill,or in a common disaster with that beneficiary,or under such circumstances that the order of deaths cannot be established by proof, shall be deemed to have predeceased that beneficiary. ITEM 1X: Executors and Trustees. I make the following provisions with respect to my Executors and Trustees: A. I appoint my son Anthony Fortini to be the Executor of my Estate. In the e��ent that my son.Anthony Fortini is unable or refuses to serve as Executer of iny estate, I appoint my son Richard Fortini to serve as Executor of my estate. B. The Executor shall have the right to receive reasonable compensation for services rendered and reimbursement for reasonable expenses. C. No Executor shall be liable or accomitable for any loss that may result fi�om the good faith exercise of the authority granted in this Will. �� 5 Initials � t � , ..,,_,<, ,�-_�-.-�.��_�., .,_..�..,.m .. r �.,- � .Tn-.� ., , D. The Executor is specifically relieved &om the duty of filing bond or enterir�g senurity. ITEM X: Simultaneous Death. In the event that my spouse and I die simultaneously,or that the order of our deaths is uncertain, he shall be deemed to have predeceased me. I�I WITNESS WHEREOF,t have set m}�hand and seal to this,my Last Will and Testament, consisting of this and the preceding five (5) pages this 12th day of January 2012. (Q�%���� ,_��Z-'��LC� Eleanor B. Fortini SIGNE;D, SEALED,PUBLISHED and DECLARED by Eieanor B. Fortini, the above named Testatrix, as and for her Last Will and Testament, in the presence of us,who,at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as wit�ie�,ses. � 1250 Manor Drive, Suite 200 � Mechanicsburg,PA 17055 ����� � ��r- 1250 Manor Drive, Suite Z00 --}--- �-- �.� Mechanicsburg, PA 17055 �`� 6 Initials _ . - .. . <�.-��.�_,� .. ,�__ . _ _ _.__ _ _r___._ ____.s d M:. .. . .. . . � ACKNOWLEDGEMENT COMMON�'VEALTH OF PENNSYLVANL� : ss: COCJNTY OF CUMBERLAND We, Bleanor B. Fortini, ��,��,�����- and �� ��.J����_, Testatrix and t.citnesses,respectively,whose names are signed to the attached and foregoing instrument, being first duly swom, do hereby declaze to the undersigned authority that the Testatrix signed and executed the instrument as her last will and that she had signed willingly,and that she executed it as her free a�id voluntary act for the purpose therein expressed,and that each of the witnesses,in the presence and hearing of the Testatrix,signed the Will as witnesses and that to the best of his/her knowledge the Testatrix was at that time eighteen yeazs of age or older, of sou�d mind and wider no constraint or undue influence. �°�y�.B-'�����-. Eleazior B.Fortini Te tatri� ' / � Witne s �i�j� � �� `�1,'-- Wit,�e � Subscribed and swom to and acknowledged before ine by Eleanor B.Fortini,the Tf;statrix,and 1 subscribed :uid swom to before me by �c.._„���c�!\ . � c,�-��c _ and `,��x � �� y�' ,witnesses, on this 12th day of January 2012. �� _, � _ . i 0.� t_ � ' �. N ary Public COMMONWEALTH OF PENNSYLVANIA NotanaV Seal .Krista J.Coz_GLC.Notary Public //�� Lower Pazmr, rwp. Dauphin Counly �-a � M Commiasiun Exyres Mash e,2013 ,� Member,Penneylwnl�Mwdition ot Nolaries Initials .°,pE�-" L OMB Approval No.2502-0265 o*��,�I�� A. Settiement Statement (HUD-1) �,�� un ,,, �E�E�= f-•� • � 6 File NumDer:TI 7.Loan Num�er: 8.Mortgage Insu2nce Case Numbec 1.�.. X I FHA 2.�� RHS 3.I ; Conv.Unms II 0.�� VA 5.� Conv.Ins. - _61 8007186B3 -- C.Nae:Tnis form is Nmishetl ro 9ive you a statement o(actual settlemenl costs.Amounis pa1E W and by ihe setllement agent are shown.Items marked "(p.o.c.)"were paiC outsiEe tlie Gosing;�hey are shovm here Por informa�ional purposes antl ate w�inclutletl in�he toGls. '__. _ '__ .__�--� -_-- � �.Name 5 Atltlress of Borrower '.E.Name 8 Atltlress af Seller: �.F.Name 8 Adtlress of Lendec � RICHARD FORTIM ESTATE OF ELEANOR B FORTIM MEMBERS IST FCU AMHONY FORTINI EXEQf�OR 1012 EAST COOVER SfftEEf 5000 LOUISE DRNE MECHAMCSBURG PR ll055 _ _ .____ MECHANICSBURG PA 17055 G.Property Lowtion: H.Seldement AgenC I.Satllement Date: MEMBERS 15T SEffLEMENT SVC 717-795-Sll0 5000 LOUISE DWVE TAM:GARCEI.#ll 23 0561 Ofi2 MECHANICSBURG PA 17055 7 ll 2013 _ . _ Place of Settlement '. 1012 EASf COOVER STREEf '� 5000 LOUISE DRIVE �Disbursement Date '�� MECHANI6&1RG PA ll055 �IMECHANICSBURG _ PA 17055 I7/11/2013 t00.OMssMno�MDUehanBOrt8w3r��: IUO.fN5siAlnOnYKbu�i-tu$sINF�; ` �o�.ce�eac�sa�esc��e�,: is0000.00 na�=cw�nadr�ie�a�cs:'�� is0000.00 702.P6non51 P�P�h :: 7b�.Pe�5ona1 D��s�Y• +a: ---- 103,Setdementchargesto (IifieldOU) 3190.57 ��: 104. - dtl4, t� . - _- 10.5.0. � 40$.�: �-� � AAjtlstlhmteforlbms:OaldbYa811erinttive�ics�� ... .._. IW/uNln .;.k�ttsm'sF�� b9ffi117iilnBdvanu..': -'_- toB.Cqy7rowntaxes to _ a08.pH/MNt'iteJC§§ _- .;.:;, .m. * --O.Oo 107.Cblmry�qxes ,7)112013oY 3f 2D3� 430.64 4W uhiy"13ims 7 L���01301 3� 2[{13 � 430.64 10&kasB331Y1eM8 � .td, . 408 Al88A§nlents, • b �, 109.S�HOpL TAX 71���201306 30 2014 _2 108.91 4tl9 SC1iOpL TAYf 7�1i 3bi3o6 30 OT4 `� 2 108.91I ��0.SEWER 7 11 201309 0 013 75.76 at0 EWER ' . 7 11 201309 3 013 -- 75_�6 �1��TRASH 7/11)201309/ 0)2013 36.54 471.TRASH ' 711�201309 3U 2013 36.54 112.a � � -..- 4i2.a. � 720.Gtbsa Amount Du�from Bonower � 155 842.42I, 326.6rase 11mai bW 10 Seilx� � 152 651.85 200.Amowks Paid bY Or In Behett of Borroxref � � 306.RWUeti Wro In Ainoimt Due ta SNIOt-� 2ot.Depostt or eemest m6ne 1 000.00 Sot.Eztes!deposR($eetistrucilaris), �2 1 000.00 202.Pnnupal amount Gt nLw ban(s) _ 120�000.00 502.Settleindnl aa ia•seher(Ilrye 140Q) �-�'-- 10.00 203.Existlng loan(s)falcen sublect to 503.E�EeUn9 � 5)faKM SubAeCl t0 , .: '-._- 2�.CrEdRforamouM�oaid (P.O.C.-..:6 425.00 ��5o4:payotfotNrstmhr(qe§mloan ��--�-. .. a4 .:�� .. . 205: ... _ .SOS.PayoNM9ewrXfihSrlgag§losn y : ..,. : -_.._.-, 2oa, ... ` � . 5U8.2b1#�I'#5C�FidOt7C1911RRY IiECIC,ARDs .: _y168.32 20Y. :: ' �--�- 507..TNftER7xOBAkRYHECKARD �-��. '"` .�� 10.00 -.._ 20e. �:�. � 50&..:..:�Tfl 96RO��dF MECF17�1`11�9 3b 2di3�: .. 85.00 2o9.a�.-. � � . �. � � 5o9.a.7pp5HTffetlRODF''M�Oi71�13-4 13.. .� 41.00 �M)uabneMaforitemsunpaiEby�seller��� . Ad�usemeMSfotibmstinyaftl6yseller;�.. , � � � � 2'IO.CtA'Rowntaies� . ro ,'.. • , . 5ao_C�tyN'" f�ie°s 8� ,��., . - 211:.Coiinytaxas: M � " � � 5tt_COiml�'fa%9s , tn , .•.,, - 272�:ASSessrdeni5 , � "'-- 512_A53eSS�tenls lo - - 213:.. : to - � 593, ' [o - - 214..�.: ' � � .. _..._.'_-_. 51-0 ,,, < < '.;. � . ,. _ 215. � tu � 515. . ,to � � __...--� ... -'. , .. �., . 218_ 516 29 . --"--- 577. 218 �� 518. -...- _ : . � . . , , > ^ ` ` ""_'__- 219:a ` � 318.5: '�. . . _ _._-..__ 740.Tda1 PUtl bylfor 9orrowsr 121,425.00 310.Totel:Reductl�en'Ain�rv�ISue Selisr�.. 3 935.81 �I]00.Gaeh at SattlemsM homllo Bortower„ - BOO.Cash�al�SeNNmeM�Mlhom 3Nb� ' . 301.Gioss amdunt due from Dorrov.er(Ilrie 720)�., .� 155 842.42 ����ss amtlurjt dueM sdlel(I'�M b28y"�2 ' 152 651.85 302.LeuamountspalaOy/lorbarrower(fine2'1o) ( 121�425.00) b�2 LossretlucdonsinamouMEUesell9rpine520) ( 39J 35.81)'� - __- 309.Cash O From �io 9orrovnr 603.Caeh„ � To��: : �From Sei6r .____ _ __ .. 34,417A2 � �' ______ 148 716.09 Tha:Public Reporting Burden/or this collection of infortnation is estimated at 35 minutes per response for collecting,reviewing,and reporting the Oata.This agency may not collect this informalion,and you are not required to complete(his form,unless it displays a currently valid OMB conVOl number.No confidentialiry is assured;this disclosure is mantlatory.This is designed to provide the parties to a RESPA covered transaction with in(ortnation tlunng the settiement process. __ _ _..___- - - _. _. .. _ - - _._.____ - __.._ Previous ed�6ons are obsole�e Pa9e 1 of 3 HUD4 l00 Total Real Estate Broker Fees � - _ � paid From . �Paid Froln � Divis�on of mmmission(Iine 700)as follovrs: � Bortowers � Sellers �o��$ _to � I Funds at Funds at - - . ._ _ -'__'_-"' -'__-� �.. 102.$ �o � ; Settlement Settlement -- -- __ _.. _. - ' "' '___' . ]03 Commission paia at settiement - �"'- ]04 .__ -_. "_ " -'___ -. __ . ..._- __' _. ._ _. . -_._- .._._-"- _" . _._. _- -. _- _ -_--. __ ..- .-._ .' '_ 800.Items Paydble in Connection with Loan --'� 80t.Our ongmellon chaige $ 455.00 (fram GFE#1) - _ -_ ___ __ ._ . �. ._ _ _ . .-_ ... .. -_. ._. _ ._. -j_ _ 902.Your cretli�or charge(poiNS)for�he specific inlerest ra�e chosen$ (hom GFE#2) � � _. __ _ _ _. . __. .- . - - .. . . _ __ _ _- _, _ _ 904 ApP��sal fee�origina�ion charges (fiom GFE A) 455.00 I - -� . Members lst FCU _ (fmm GFE#3) � q25.00 � 905 Credl� eport to . (hom GFE#3) 906 Tax ser e to ((mm GFE#3) ' � - 807 Flood certification _ . � (hom GFE#3) � � 809.a. - -- � ._ _ . . _. _ . __.. . _. _ ... - . .__._- _ .._ _.. - �_ _ _. _ ._ -'__ ..- - . _ " '____" .. 900.ItemsRequiretl6yLendertoBePaidinMvance X ExclWelasldayincalcs-IMe901 � �- � 901.Daily interest charges fmm 7 11 20_Y3 to9/1/2013 @$ 12.321day from GFE#10� 258.90 "' _ _ ,. .( 1 _ . _ _.� �302.Mortgage insurance premium fpr monMS to �'� (mm GFE#3 -_'.- __ _._- _ _.. . � . - 903.Homeownefs insurance for years to (!rom GFE#t1) _.-- . .. _. _...-__ ___ - .I. - _ ..- 905.a. '___ ... .- _ "_ _ _.___ _..___ _...__ _. . .--. _ "- " ' "' _.._ "_- __ _. 1000.RP.zerves Oeposited with Lentler . � . � ---'-�. WUi.Iniiial deposit for yom escrow accrounl (from GFE#9)� 586.67�` .__ ..__ _._- - -- -_.._. _... 1002.HomeovmeYS insurance 3 monNS @$ 3733 per monlh $ � 111.99 __'-___ - -._ -_._- -_. _, W03.MOrtgageinsurance monUS@$ . permonM $ � � � D,Op � 1004 Property taxes � 6 monNS(df$. 75Z8 Per moMh � $ � � -_ - . �005.5�HOOL TAX 2 monNs @$ � 1$0.69 Per month $ 3�1 g � I, - IDO6 a. monNS(�$ . per monN $ � .0.W -� ' 100'7 qggreqateAO�ustment �g . � - � � _.___ _ _-. _ __ ___ _ _338 38 _-_ _ _ .."_- -_ . -.___. "_. _--. ._. 7100.TitlaChargas- . � ��- '� '-- . i t101.Ttle services antl IendeYS M1Oe insurance � (from GFE#4) '� 1,230.00 � _- __. ...___ ..__--'_-_-_ ..- 1102 Setllemen�or closirg fee � 5 - -''� _.- __ __ .._-_..__... _-" _ __.J� 1103.Ownefs b�le insurance � ((rom GFE#5) 65.0+0 �104 LendeYS title msurance pq END�RSEMENT$100 300 900 8 � 295 00 -� � t i OS Lenders t�tle policy limit$ 120 000.00 FENN ATTORNEYS OHIO BAR TITLE �� '� 1106 OvmeYS nue policy limu$ 150,000.00 i 107 Agent s potlion of the total tiHe insu2nce premwm $ � - -- _ il ._ .I. _ -..._�� 1108.UnGervmtefs por0on o(ihe total Htle insu2nce premium� . $ 360.00 � -'. -'- _--- ._ .-- _ _ '�� -.__._-_.': ����9.a.Members lst Settlement Services'portlon of the tvtal tltle insurance premium 915.00 � ' . _. . -_ _____ _- _._ _ _-- _ -__ __- � _ . __.� -- � __._ -_.._-__.'_ - _..._ - _- . __ -_ .---_'-,i 1200.Gwemment RewrOing antl Trans(er Charges � � �- 1201.Govemment recording cbarges . (fro�n GFE M7) _ ll0.00' ...._.__ '. -_--__--" - " __"_+_ ..I 1202.Deetl$ 69.00 Mortgage$ 101.00 Releases $ - -' - _ --' 1203.Tansier taxes _...._ (fiom GFE#B) -".. . . �- - --'. 120a.Ciry/COUnry tae/sbmps Deetl E Mongage $ - �.. .. ,T .- -__ ____-' � - _ ._. - 1205.S�ate ta�dstamps , Deetl$ � Mo%gage �$ ' �. . 1206.a. -_. . �. _ -__ - .--._ -__-_ - ' _ _._ . -__ -. - -- -.._� -....._--_'.- --..__- -."..... . __ .__ -. _- 1300.Additional SeHlement Chargas � � � � 1301.ReQUired services that you can shop for (from GFE#6) � ' 1302. _ ._- • . - i .- - __._--__ -_"_- $ ._ -__.i.- - ...-_ 1303. . $ . _ - . _ -- ___.__� _- _..- __�'. ._..- - _____ . 1309. _"_ __' -. _. . - __.._. -_ .- _'"_ , . 1305.a. .. _ - _ . �.-_.- -_._`___ -. . _..... . -_ .__ -__ . .___ - ..__. ._ __ � _ ' '_- r--__._ L _. -- .. I ��� ' ' 3,190.57� 10.00 CERTIFICATION have caretulty reviewe�Ne HUD-1 Settlement Sta�emenl and to lhe bes�of my knowle0ge and�elieC il is a We antl accurate s�atemen�of all receipts antl iisbursements matle on my accoun�or�y me m fhis transaction.I hirther certily tha�I have receivetl a copY of ihe HUD-1 SetHemen�Statement. % / ==� - 3nrmwer: ����it/�f!�___ Da�e:J1�2013 Seller . _ . ___ _ Da�e 7[ll/2013 RICHARD FOR77NI E�ST/ATE OF ELFANOR B FORTINI � Bonower .__. __ pate: _ _. _ Seller �!'Girr° -'� .-- .. ---- -<-1 .__ Date:7f11 2013 � ANTHON RTINIIXECUTOR' �o Ihe best of my knowletlge IMe HUD4>ettlement S�a�ement wM1ich I have praparetl is a hoe antl accurat��acpmntot�he fupUS which were receivetl end have been or will be tllsbursetl by Ihe untlersiqnetl as part ot�he settlement of this iransaction. ' Sefllement � �// . Date- Agent � / % 'I � _._____ Date:7(1�013_ . . .-. .. ___. . __. _. _..-. _ . _.- r+t {-�t-�-_ MEM E 4575ETTLEMENTSVC ( NARNING.It is a crime�o knovnngly make false s�atemeNS�a the United Sfates on[his or any oUer similar fortn.Penalties upon convic�ion can include a Me 3nd imptisonmenL For tletails see:Tille 18 U.S.cotle Section 1001 antl Section 1010. _. -. - __ _.._ - ___ ..._._ .. ___ . ___ _ ?revious editions are obsolete Page 2 of 3 � �� � � HUD-1 --- --- Comparison o(Good Faith EsHmat¢(GFE)and HU0.7 Chargea � �-^� � --- Charges ihat Cannot Increase � C+�Fa%h Es(Yllla[8: � � HU6-1� -- -.. HUD-iLineNUmbe� �- ` Ourorigination charge � #B01 I '--' --� --�- Your vetl t or charge(po nts)tor the speci(c in�eresf a�e chosen #802 f '- 455.00 450�00 _-- Vour adjusted onqmation rharyes #803 �� r - '- -- ' l�ansfertaxes ... .- '.- .-- -_ � 455.00 455.0� -. .. #1203 � _ ..__ -. _. -__ L-. . .�500.00�--."--_0.00� f ._. _ .-. _ -_. . . ..-_ .. ____� -_ Charges That in iotal Cannot�ncrease More Than 10% �� ' � � � � - -- - -.- __ GooO FaiN�Estimate .�..HU0.1 Govemment recortl�ng charge5 . �1201 � AOpraisalFee - __ - - -,. �38.00 _-_ 170.00 Cretlit RPport - *�5 _425.00 qzs� T ax Service _.. - __ *�8 �. _ __ FIOOCCenification _ � #807 � - --- Motlga9elnsurence _.. _.._ � #902 - --� -- --� -- '- -'- . ' . # . �- �- N _- — T tle sernces and lentla/s title insurance #1'101 � - - OaneYS htle Insurance---. .. -'�'--- � � _.�608.� __ 1�230.� . .- . -'- . ._-.___#1103 --- . 150.00 � _ -._ . . ._-.. _- 4 �- -- 65.00 -- -- _ - ��� - _� _-�__-- _, L . 2.421.75— �890_00 � • I g __531_75�� ____2195726 !J - - _ _ ----� ChargesThatCanChange _ " GucdFaNbEstimate��. ImOaldepositforyourescmwaccount �� ' � �H�� -� - -... ___ #1UO1 622.80 Daily Interest charges �' #�� i ___ 586.67 Hameowner's msurance '-'- #�3 S ltlay _ _ 258.90 _ __ 258.90 .� �- _. -. # . � . _ � .. .... _.. .-__ ._ � _.-. - --��-__-_�-- __� Lcan Terms .. __ -.. _ .-_. .... � ... .. . ., .. Vo�r ioiHai ioan amount is -- S _ �- 120,000_90 ��� -� Vourloan�erm is - � 30 years � . . _ -_--_ _-_-._.-___� VouNnllfal interesl�ate ls--- ' 3 75 � Vovr initial mon�hly amoun�owed for prinapal,inieresi,antl� $ � � � '� 555J4 includes any mortgage insurance is i ' J Principal I � In�eres� , '-_.'__'_"_______' [,� Mort9age Insurance — —� Cari your interes�rete nse4 —�-� �- � �..X No � Ves,it can nse to a maximum ot .�� ^/, The firet change will be . ion : anC wn change agaln every � . ' . ,- ��. ... aryy� e.Every change Oate,your interest rate can incease or decrease � . bY : , %.Over the life oRhe loan,your interest rate is guaranteetl to never be � � lower[han a or higher than . ��. /. -" - _ .._._--_- � , li -��-__- . __ Even if you make paymenis on time,can your loan balance nse? . I ❑X Na ❑ Yes,it can nse to a maximum o(E .. , I -_ ___ -J Even if you make payments on time,ran your monfhly . i �'X No. '` Yes,[he(rs�inciease c2n be on . '�antl�he monpily amoun+ ameunt owed for pnncipal,interesq antl mortgage insurance nse'+ owed wn nse to$ , ___ _ I The mazimum it can ever nse ro is$ .. , � _--."_'_--..-__' "+__ _ � , Does your loan have a prepayment penalry? � � �� No. r' Yes,your maximum prepayment panatty is$ �� _ '-._'- J . . . Does your loan have a balloon payment? � � ; [� Nn. �] Yes,you have a balloon Oaymen�of$ . ' � tlue i� -_ -'-"_-__. -'.-__- � Yearson . ... . �. ..� _- �� Toql monthly amount owetl including escrow account payments �❑ Vou do not have a manlhly escrow payment for items,such as o e P� P rtY �d%¢5 dOtl hORICpWI1CI'S IOSIIIdOLE.YOO RIUSI p3Y(hQSC IfErt15 difECtlY JUp52�(. i i �X� You have an adtlitional monthry escrow payment of$ �� '� . Z93.30 Ihat resulis in a rotal initial monthly amount owetl o!$ � ���gqy;04,ihis incluEes ,,' �p-nncipal,interest,any mohgage insurance antl any items checketl below . � �n� Pmparty�axes rX.� HomeowneYs insurance I ❑ Flootl insu2nce I� � . ,. . � � - i � __ ._ .. __ .__. . . _._.. . _. -___.. . _, _. ��� . . � . . Jote�.�f you M1ave any questions abcut Ihe Setllemenl CM1arges antl Loan Terms listetl on this form,please wnhdc�your lender. � revicuseaitonsareo�solete � � � � -��- -- �-�' '�--"� - - � � ._.. -_ . —__ Page3of3 - �--- �- HUD-1 IN RE: Estate of Eleanor Fortini No.: 2013-00117 a/k/a Eleanor B. Fortini PA No.: 21-13-0117 ELECTION AGAINST WILL AND CONVEYANCES I, Richard Fortini, Attorney-In-Fact for Mario R. Fortini, surviving ��idower of Eleanor Fortini a/k/a Eleanor B. Fortini, deceased, hereby exercise the right granted to Mario R. Fortini under Chapter 22 of the Probate, Estates and Fiduciaries Code to receive his elective share from his wife's estate. IN WITNESS WHEREOF, I have heretmto set my hand this 17th day of<:fuly 2013. � �di _ ,r<< :- _ Richard I'ortini Attorney-In-Fact for Mario R. Fortini COMMONWEALTH OF PENNSYLVANIA : • ss COUNTY OF CUMBERLAND . On this 17th day of July 2013, before me a Notary Public, the undersigned officer, personally appeared Richard Fortini, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Election Against Will and Conveyances, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOFF, I hereunto set my hand and seaL �� �._ =_-1 � « .. . __ �-�� d CJ . .._ ;:ll / JI f #1 GK�(CL.�.L_2: � !l . �<'�-`-t C._i .�h n ♦ TM Of PElU1SY1,YL J� -t-' �-�- - Notary Public � N���nrta15ee1 __ _ ' No�ary Public .� . _ Me�cinc M Hn+s, J ��,�. UmoY�e�ow,Comberland Cou�ty ._ My�a^w^kilw EKPiraf Ao9.10��f114 � r7 C ' =1 - � � . O ' U 1 —�� PECHT& ASSOCIATES, P.C. 650 North Twelfth Street Suite 100 Lemoyne, PA 17043 Wayne M. Pecht Teleplione: 717-691-9808 MemberofC¢ZiforniaBar j�'p�: %jJS9f-65(fQ CPA/LLM in Taxat-ion. ZUj�CC�),t@pBC�LtlCbiU.COriL tuww.pechtlaw.com Ro6 Bleecher Au�ust 23, 2013 Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 � Re: Estate of Eleanor B. Fortini, deceased No.: 21-I3-0117 Dear Glenda: Enclosecl for filing with your of£ice are the original and three (3) copies of th�e Inheritance Ta>: Return and Inventory with regard to the above-referenced estate. Also enclosed is a check payable to the Register of Wills in the amount of $30, representing the filing fees for the Inheritance Tax Return and Inventory. Please file the originals and return two date-stamped copies to me in the encloaed self-addressed, stamped envelope. If you have any questions, please call me. Thank you for your continuing cooperation. 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