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
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Last WiI1 and Testament � � � � � M
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ELEANOR B. FORTINT � =; ' J �- '"
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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
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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
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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.
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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 �
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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.
Very truly yours,
PECHT ,+� ASSOCIATES, PC �
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