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03-10-14
1505610105 REV-1500 EX(02-11)(FI)Ij!1 PA Department of Revenue pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes MGM MOFNEYENUE County Code Year File Number, PO BOX 28o6oi INHERITANCE TAX RETURN , Harrisburg,PA 17128-0601 RESIDENT DECEDENT p V ' �2613 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY I - __ . � _03/22/2013 _. _ _ � 808/23/1920. Decedent's Last Name Suffix Decedent's First Name MI TANGELO ' H (if Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI i Spouse's Social Security Number _ - THIS RETURN MUST BE FILED IN DUPLICATE WITH THE �. _. REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW CED 1.Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) CW 6. Decedent Died Testate O 7.Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 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 1RQSE.MARY-E-DEQ_KER__._ REGISTER LS USE§KLY ,CD m :as First Line of Address �, Q =-4 1582 WINFIELD DRIVE E Second Line of Address _ -.- -- -- - Flo i DATE FILED ON City or Post Office State ZIP Code DOWNINGTOWN __. __. ..— _. : _PA .19335 Correspondent's e-mail address: RA* Under penalties of perjury,I declare that 1 have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true, and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNA 6 PERSON RESPONWLE FOR NG R URN DATE 7DIDIRESS yxw WINnn n f1RI\/F f Q1A1NINr•`.TQVVN PA 1tA-Ar SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS 117A N 17TH ST Al I FNTQWN PA 18104 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J 1505610205 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: -ANGELG)-H Ri:CIO RECAPITULATION 1. Real Estate(Schedule A). .. ...... ............... . .. .... .............. 1. 185000.00 2. Stocks and Bonds(Schedule B) ... ... .... .. .. .. .................... ... 2. 111002.34 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . .... 3. 0 4. Mortgages and Notes Receivable(Schedule D) ... .... ........ ............ 4. . 0 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. 10881.80 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. 24603.47 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested...... .. 7. 0 8. Total Gross Assets(total Lines 1 through 7)... .... ....... ...... ......... 8. 331487.61 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. 36688.97 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............... 10. 1658.42 11. Total Deductions(total Lines 9 and 10)... . ............ .. ..... .......... 11. 38347.39 12. Net Value of Estate(Line 8 minus Line 11) . .... .... ...... ............... 12. 293140.22 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) ... .... .... ... .. .. ...... 13. 0 14. Net Value Subject to Tax(Line 12 minus Line 13) ... .... ....... .... ...... 14. 293140.22 TAX CALCULATION-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.0(�_ 0 15. 0 16. Amount of Line 14 taxable at lineal rate X.04&- 283140.22 16• 12741.31 17. Amount of Line 14 taxable at sibling rate X.12 17. 18. Amount of Line 14 taxable at collateral rate X.15 10000.00 18• 1500.00 19. TAX DUE ..... ............. ............... .. ............. ....... .. 19. 14241.31 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENTS NAME ANGEL0 STREET ADDRESS CITY STATE ZIP DOWNINGTOWN 19335 _j Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 1494131 2. Credits/Payments A.Prior Payments 14700M B.Discount 717 m Total Credits(A+B) (2) 15419.07 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. n Fill in oval on Page 2,Line 20 to request a refund. (4) 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) Make check payable 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 .......................................................................................... ❑ ❑ b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ ❑ c. retain a reversionary interest .............................................................................................................................. ❑ ❑ d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ ❑ 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?.............. ❑ N 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation? ........................................................................................................................ ❑ 0 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 Jan. 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-7.502 EX+ (1212) pennsytvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ANGELO H RICCIO 21 00419 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold, ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1 PERSONAL RESIDENCE 4207 PARK ST CAMP HILL PA 185,000.00 TOTAL(Also enter on Line 1, Recapitulation.) $ 185,000.00 If more space is needed,use additional sheets of paper of the same size. REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER ANGELO H RICCIO 21 00419 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. METLIFE INC-COMMON STOCK(MET)15 SHS @ 38.24 573.60 2 GENERAL ELECTRIC CO-COMMON(GE)673.4361 SHS @ 23.34 15,718.00 3 ALLIANCE BERN MUN INC II PA(APAAX) 894.384 SHS @ 10.67 9,543.08 4 ALLIANCE BERN HIGH INC FD A(AGDAX)2322.149 SHS @ 9.65 22,408.74 5 FRANKLIN TEMPLETON PA TAX FREE INC(FRPAX) 1840.940 @ 10.84 19,955.79 6 MASSACHUSETTS INVESTORS FD A(MITTX)1209.513 @ 23.56 28,496.13 7 U S SAVINGS BONDS-1 SERIES-BT 7/13/01 CASHED DOD 1 @500 7 @1000 AMOUNT RECD 14,307.00 TOTAL(Also enter on Line 2, Recapitulation) $ 111,002.34 If more space is needed,insert additional sheets of the same size REV-15o8 EX+(o8-12) i - pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ANGELO H RICCIO 21 00419 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2003 HONDA ACCORD EX SEDAN 4D 60,000 MILES-GOOD CONDITION-SEE ATTACHED 8,530.00 2 REFUND REC'D 5/28/13 FOR 2012 MEDICAL BILL REIMBURSEMENTS 2,351.80 TOTAL(Also enter on Line 5, Recapitulation) $ 10,881.80 If more space is needed,use additional sheets of paper of the same size. REV•i5og EX+(oi-io) E jil pennsylvania SCHEDULE F i 1L3Fi DEPARTMENT OF REVENUE i ry INHERITANCE TAI(RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT t ESTATE OF: 1 FILE NUMBER: ANGELO H RICCIO f 2100419 If an asset became jointly owned within one year of the decedent's date!of death,It must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS j RELATIONSHIP TO DECEDENT .. 1 A•ROSEMARY E DECKER 1582 WINFIELD DRIVE DAUGHTER DOWNINGTOWN PA 15335 1 B.ANGELA M CALLIE 808 COLONNA DRIVE 1 DAUGHTER NAZARETH PA 18064 (1 I C. ] f JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % DATE OF DEATH ITEM FOR]DINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT ]DINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE, VALUE OF ASSET INTEREST DECEDENT'S INTEREST I. A. 01/01105 CITIZENS BANKOF PA-CHECKING ACCT 6100765261 j 30,943.09 16. 5,157.28 2 B 01/01105 CITIZENS BANK OF PA-CHECKING ACCT 6100765261 I 30,94309 16 5,15728 3 A 01101105 CITIZENS BANK OF PA-CERT OF DEPOSIT 6247286789 1 26,921.72 16 4,487_04 4 B 011011175 CITIZENS BANK OF PA-CERT OF DEPOSIT 6247286789 26,92132 16 4,487.04 5 A 01101105 CITIZENS BANK OF PA-CERT OF DEPOSIT 6244731110 !� 2,463.30 16 410.56 6 B 01101/05 CITIZENS BANK OF PA-CERT OF DEPOSIT 6244731110 i 2,463.30 16 410.56 7 A 01/01705 SOVEREIGN!SANTANDER BANK-CHECKING ACCT 571126278 2,158.72 50 1,079.36 1 I 8 A 01/01105 SOVEREIGN!SANTANDERBANK-SAVINGS ACCT 574117058 1,822.38 50 911.19 1 9 A 01101105 SOVEREIGNISANTANDER BANK-CERT OF DEPOSIT 2335548059 5,006.33 50 2,503.16 1 1 1 TOTAL(Also enter on Line 6, Recapitulation) $ 24,603.47 If more space is needed,use addidonal sheets of paper of the same size. 6MMMM , REV-1.511 EX+ (08-13) URPennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ANGELO H RICCIO 21 00419 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. SHIKANY'S BONITA FUNERAL HOME-28300 TAMIAMI TRL S-BONITA SPRINGS FL 34134 2,959.00 2 GRAVESTONE ENGRAVING-SCHNECTADY NY 292.95 3 FUNERAL FLOWERS 150.96 4 FAMILY GATHERINGS IN PA AND NY$862.32 AND$1,510.05 2,362.37 B, ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City_ State ZIP Year(s)Commission Paid: 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation,) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 565.66 5. Accountant Fees: - 1,800.00 6. Tax Return Preparer Fees: 800.00 7. ESTATE DEATH ADVERTISING FL$343.25 PA$326.12 NY$217.50 886.87 8 EXECUTORS TRAVEL EXPENSES-TO AND FROM FU NY AND PA-AIRFARE/HOTELS/MEALS 4,355.66 9 SETTLEMENT COSTS FOR ESTATE REAL ESTATE SALE-SEE SETTLEMENT SHEET ATTACHED 13,715.05 10 NET REAL ESTATE TAXES PAID DURING ADMINISTRATION$1386.85-$1065.19 REIMB AT SALE 324.66 11 EXPTO MAINTAIN AND REPAIR UNOCCUP ESTATE REALTY WHILE IN ADMIN-SEE ATTACHED 8,465.79 TOTAL (Also enter on Line 9, Recapitulation) $ 36,688.97 If more space is needed,use additional sheets of paper of the same size. REV 1.51.2 EX-4. (112-12) i , pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER ANGELO H RICCIO 21 00419 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. CITIZENS BANK CR CD 524038000620880 UNPAID CHGS PRIOR TO DEATH 1,473.30 2 PA DEPT OF REVENUE-2012 TAXES 97.00 3 VERIZON TELE BILL 88.12 TOTAL(Also enter on Line 10, Recapitulation) $ 1,658.42 If more space is needed,insert additional sheets of the same size. REV-151.3 EX+ (01-10) pennsylvania SCHEDULE ' DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ANGELO H RICCIO 21 00419 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS(Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] I. ROSEMARY E DECKER 1582 WINFIELD DR DOWNONGTOWN PA 193 DAUGHTER 50% 2 ANGELA M CALLIE 808 COLONNA DR NAZARETH PA 18064 DAUGHTER 50% 3 CHERYL A SAVINI 444 E 82ND ST APT 246 NEW YORK NY 10028 NONE 5000.00 4 GLORIA CARNEY 26260 SQUIRE LN BONITA SPRINGS FL 34135 NONE 5000.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II — ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET, $ If more space is needed,use additional sheets of paper of the same size. 21 - aaki� ¢gl P. BLAST WILL AND TESTAMENT OF ANG ELL ]E-][. RICCIO I, ANGELO H. RICCIO, of the Township of Hampden, County of Cumberland, Commonwealth of Pennsylvania, declare this to be my Last Will and revoke any will or codicil previously made by me. ITEM 1: Upon my demise, I direct my body be cremated and laid to rest next to my late wife,Mary F. Riccio, in St. John's Cemetery, Schenectady,New York. ITEM 2: 1 direct that all my just debts and funeral expenses be paid as soon as practical after my death. ITEM 3: I direct that all taxes and interest and penalties thereon that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my Estate. ITEM 4: I give, devise and bequeath to my deceased sister-in-law's daughter, CHERYL SAVINI of Odenton, MD the sum of FIVE THOUSAND DOLLARS ($5,000.00). J � j ITEM 5: I give, devise and bequeath to GLORIA CARNEY of 4207 Park Street, Camp Hill, PA 17011 the sum of FIVE THOUSAND DOLLARS ($5,000.00). � x a ITEM 6: 1 give, devise and bequeath all the rest, residue and remainder of my estate of W .. Zevery nature and wheresoever situate, together with insurance thereon, in equal shares, to my daughters, ROSEMARY E. DECKER of Downingtown, Pennsylvania and ANGELA M. CALLIE of Nazareth, Pennsylvania,per stirpes. Page 1 of 4 ITEM 7: Should any beneficiary entitled to a share of my estate not have attained the age of twenty-five (25)years at the time of distribution to him or her, I devise and bequeath the share of such beneficiary to their SURVIVING PARENT, as Trustee, to be held in separate trusts, to hold, manage, invest and reinvest the share so received, in accumulation of income thereon, and to use and apply the income and principal,.or so much thereof as, in Trustee's discretion, may be necessary or appropriate for such beneficiary's maintenance, support, and education (including college education, both graduate and undergraduate) without regard to his or her parents' ability to provide for such maintenance, support or education, or to make payment for these purposes, without further responsibility, to such beneficiary's parents or to any person taking care of such beneficiary. Any principal or income not so applied shall be distributed to such beneficiary absolutely when he or she attains the age of twenty-five (25) years. If he or she dies before attaining the age twenty-five (25), the.Trust shall terminate and such share shall be distributed to his or her personal representative ITEM 8: No interest in income or principal of my estate or any trust created hereunder shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate or of any trust created hereunder prior to the beneficiary's q O actual receipt thereof. My Executrix or Trustee shall pay over the net income and the principal to the J U beneficiaries herein designated, as their interests may appear,without regard to any attempted anticipation �4 (except as may be specifically provided herein),pledging or assignment by any beneficiary of my estate O '4 or of any trust created hereunder and without regard to any claim thereto or attempted levy, attachment, W seizure or other process against said beneficiary. ITEM 9: Until distributed, no gift or beneficial interest shall be subject to anticipation or voluntary or involuntary alienation. Page 2 of 4 21 0 og1� ITEM 10: I appoint my daughter, ROSEMARY E. DECKER, Executrix of my Last Will. Should my daughter, ROSEMARY E. DECKER, predecease me, fail to qualify or cease to act as my Executrix, I appoint my daughter,ANGELA M. CALLIE, alternate Executrix of this my Last Will. ITEM 11: I direct that my personal representative, trustees or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this .I q day of ) 2005. ANGELO H. RICCIO Signed, sealed, published and declared by the above-named Testator as and for his Last Will and Testament in our presence, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. j6 r8 N. �— residing at A l 2 e��ct yr r c�h ,�, /J/�— /'7 residing at Page 3 of 4 rCrC.� �Z/ Ooyry COMMONWEALTH OF PENNSYLVANIA ) ss: COUNTY OF CUMBERLAND ) We, ANGELO H. RICCIO Zi s'4 M/�I t r E Czy Av 6 and i1Q f�• 6 r r►�V� the Testator and the witnesses respectively, whose names.are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testator signed the will as witness and that to the best of his or her knowledge, the Testator was at the time eighteen (18) years or older, of sound mind and under no constraint or undue influence. ANGELO H. RICCIO itne Witness Subscribed, sworn and acknowledged before me 174tt v - ��j Ale by ANGELO H. RICCIO, the Testator, and subscribed and sworn to before me by Lc 5 jk 44 gxr E and A-at.*ve— XC , the witnesses, this % day of 2005. Notary Public SEAL COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL HENRY F.COYNE,NOTARY PUBLIC HAMPDEN TWP.,CUMBERLAND COUNTY MY COMMISSION EXPIRES JUNE 17,2008 Page 4 of 4 COMMONWEALTH OF PENNSYLVANIA SHORT CERTIFICATE COUNTY OF CUMBERLAND exr I, GLENDA FARNER STRASBAUGH Register for the Probate of Wills and Granting Letters of Administration in and for CUMBERLAND County, do hereby certify that on the 12th day of April, Two Thousand and (D Thirteen, Letters TESTAMENTARY in common form were granted by the Register of said County, on the estate of ANGELO HENRYR/CC10 late of HAMPDEN TOWNSH/P (First,Middle,Last) in said county, deceased, to ROSEMARYEDECKER (First,Middle,Last) and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 17th day of April Two Thousand and Thirteen. File No. 2013- 00419 PA File No. 21- 13- 0419 Date of Dea th 312212013 S. S. # &Wda dmi aq Afta� giste Of Wills bau jin &lct akin NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL OMB Approval No.2502-0265 A. Settlement Statement (HUD-1) r ,ems B. qpe of Loan 1.❑FHA 2.❑RHS 3. ❑Conv.Unins. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number: 4.['I VA 5.QX Conv.Ins. 13171 1377139 C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked"(p.o.c.)"were paid outside the closing;they are shown here for informational purposes and are not included in the totals. D. Name and Address of Borrower: E. Name and Address of Seller: F. Name and Address of Lender: William Makatche Estate of Angelo Riccio Exec. Susquehanna Bank Breanne Makatche Rosemary Decker 3501 Concord Road 525 Lopax Rd Apt P22 4207 Park Street York,PA 17402 Harrisburg,PA 17112 Camp Hill,PA17011 G. Property Location: H. Settlement Agent: I. Settlement Date: 4207 Park Street Keystone Central Settlement Company,LLC Camp Hill,PA 17011 2595 Interstate Drive,Suite 105 October 15,2013 Cumberland County,Pennsylvania Harrisburg,PA 17110 Ph. (717)909-1400 Place of Settlement: 2595 Interstate Drive,Suite 105 Harrisburg,PA 17110 J. Summary of Borrowers transaction K. Summary of Seller's transaction 100. GrossAmount Due from Borrower: 400, Gross Amount Due to Seller: 101. Contract sales price 185,000.00 401. Contract sales price 185,000.00 102. Personal property 402. Personal property 103. Settlement Charges to Borrower Line 1400 7,411.46 403. 104. 404. 105. 405. Adjustments for items paid by Seller in advance Adjustments for items paid by Seller in advance 106. City/Town Taxes to 406. City/Town Taxes to 107. County Taxes 10/16/13 to 01/01/14 1 84.90 407. County Taxes 10/16/13 to 01/01/14 84.90 108. School Taxes 10/16/13 to 07/01/14 980.29 408. School Taxes 10/16/13 to 07/01114 980.29 109. 4th Qtr Sewer&Trash 10/16/13 to 01/01/14 129.77 409. 4th Qtr Sewer&Trash 10/16/13 to 01/01/14 129.77 110. 410. ill, 411. 112. 412. 120. Gross Amount Due from Borrower 193,606.42 420. Gross Amount Due to Seller 186,194.96 200. Amounts Paid by or in Behalf of Borrower 500. Reductions in Amount Due Seller: 201. Deposit or earnest money 2,500.00 501. Excess deposit see instructions 202. Principal amount of new loans 148,000.00 502. Settlement charges to Seller Line 1400 13,71505 203. Existing loans taken subject to 501 Existing loans taken subject to 204. 504. Payoff First Mortgage 205. Credit Report POC B 28.00 505. Payoff Second Mortgage 206. Appraisal POC B 460.00 506. 207. 507. (Deposit disb.as proceeds) 208. 508. 209. 509. Adjustments for items unpaid by Seller Adjustments for items unpaid by Seller 210. Cityffown Taxes to 510. City/Town Taxes to 211. County Taxes to 511. County Taxes to 212. School Taxes to 512. School Taxes to 213. 513. 214. 514. 215. 515. 216. 516. 217. 218. 517. 219. 518. 519. 220. Total Paid by/for Borrower 150,988.00 520. Total Reduction Amount Due Seller 13,715.05 300. Cash at Settlement from/to Borrower 600. Cash at settlement to/from Seller 301. Gross amount due from Borrower line 120) 193,606.42 601. Gross amount due to Seller line 420 186,194.96 302. Less amount paid by/for Borrower(line 220) ( 150,988.00) 602. Less reductions due Seller(line 520) ( 13,715.05 303. Cash ❑X From � To Borrower 42,618.42 603. Cash X]To From Seller 172,479.91 Pad outsideof Losing by borro (B),seller(S),lender(L),athrd-Pwty(T) The undersigned hereby ackno ledge receipt of a completed copy of this statement&any attachments referred to herein Borrower ! Seller am Makatche Est of Angelo Riccio xec. Breanne Makatc a Rosemar De er it Char es 171 L ?.{ - 0 q1 A Estate Broker Fees $11,100.00 )f commission(line 7001)as follows: 5214 Paid From Paid From 1.00 to Re/Max Realty Associates BorrowerS SellerS Line 701 Includes Adjustment of -350.00 For 1/2 of Radon Mitigation V171, Funds at Funds at 5,200.00 to Keller Williams of Central PA East settlement Settlement Note:Line 702 Includes Adjustment of -350.00 For 1/2 of Radon Mitigation 703.Commission paid at settlement 10,400.00 704. Broker Fee to keller Williams of Central PA East 350.00 705. Broker Fee to Re/Max Really Associates 435.00 800.Items Payable in Connection with Loan 801.Our origination charge Includes Origination Point 0.1250%or$185.00 $ 1,080.00 from GFE#1 -. 802.Your credit or charge(points)for the specific interest rate chosen $ (from GFE#2) x 803.Your adjusted origination charges from GFE#A 1,080.0& € 804.Appraisal fee to Appraisal Logistics Solutions,LLC from GFE#3 460.00 805.Credit Report to CoreLo is Credco from GFE#3 28.00 806.Tax service to CoreLo is from GFE#3 70.00 , 807.Flood certification to CoreLo is Flood Services from GFE#3 12.50 808. from GFE#3 809. (from GFE#3 810. from GFE#3 811. (from GFE#3) 900.Items Required by Lender to Be Paid in Advance 901.Daily interest charges from 10/15/13 to 11/01/13 17 $15.420000/da from GFE#10 262.14 ? '?.. . 902,Mortgage insurance premium for months to from GFE#3 903.Homeowner's insurance for 1.0 ears to USAA Casualty Insurance from GFE#11 843.49 904. from GFE#11 " .` 905. (from GFE#11) _ 1000.Reserves Deposited with Lender 1001.Initial deposit for your escrow account (from GFE#9) 667.33 1002.Homeowner's insurance 1000 months.Cad $ 70.29 per month $ 210.87 1003.Mortgage insurance months per month 1004. Property taxes $ , e County Taxes months per month-' f �' School Taxes months $ per month {' x 1005. 1006. County Tax 10.000 months @ $ 30.01 per month $ 300.10r. e 1007. SchoolTax 5.000 months @ $ 117.93 per month $ 589.65 r:, , -,� ,,... ,' ,r•; is?` 1008. City Tax 10.000 months @ $ 4.21 per month $ 42.10 1009. Aggregate Adjustment $ -475.39 „ * + 1100.Title Charges 1101. Title services and lender's title insurance from GFE#4 1,447.00 175.00 1102. Settlement or dosing fee $ )" cF 1101 Owner's title insurance to Old Republic National Title Insurance Company from GFE#5 185.00 1104. Lender's title insurance to Old Republic National Title Insurance Company 1,290.00 1105. Lender's title policy limd 148,000.00 1106. Owner's title policy limit $ 185,000.00 r r 1107. A ent's portion of the total We insurance premium to Keystone Central Settlement Company,LL $ 1,253.75 1108. Underwriter's portion of the total title insurance premium to Old Republic National Title Insurance Com $ 221.25 r/rEF { S3 1109. 1110. $ 1111. $ 1112. $ 1113. $ 1200.Government Recording and Transfer Charges 1201.Government recording char es to Cumberland County Recorder of Deeds from GFE#7 156.00 1202.Deed 67.00 Mortgage 89.00 Releases Other r g „: 1203.Transfer taxes to Cumberland County Recorder of Deeds from GFE#8 1,850.00 ',"? s 1204.City/County taxtstam s Deed $ 1,850.00 Mortgage 1205.State tax/stamps Deed $ 1,850.00 Mortgage $ r 1,850.00 1206, 1207. 1300.Additional Settlement Charges 1301.Required services that you,,can shop for from GFE#6 1302. 4th Qtr Trash&Sewer to Hampden Tw . $ 155.05„' 1303. Radon Mitigation System to BassAir Quality Systems $ 700.00 1304. $ 1305. $ 1400.Total Settlement Charges(enter on lines 103,Section J and 502,Section K) 7,411.46 13,715.05 'Paid oOside of closing by borro+ (B),salter(S),lender(L),or oird�party(T) By signing page t of the statement,the signatorles wkroMedge receipt of a completed copy of page 2&3d this nee page statem Keystone Central Settlement Company,LLC,Settlement Agent rage 1 of z F L'��� �Computershare le Li* Q Computershare Trust Company,N.A. —°y ��I,L��,Ll,)• PO Box 43006 Providence,RI 02940.3006 Within USA,US territories&Canada 800 649 3593 IMPORTANT TAX RETURN DOCUMENT ENCLOSED outside USA,US territories&Canada 201 680 6578 Hearing Impaired(TDD) 201 680 6611 000234 vnyw.computershare.comAnvestor _ llllllltrrnttlrinlnrtlnlrllultlrlllltlllllrlurllltlrrlrlr Recipient ROSEMARY E DECKER EX EST ANGELO H RICCIO 1582 WINFIELD DR DOWNINGTOWN PA 19335 Holder Account Number C0061453466 F I D Reported Sales price Ticker Symbol MET to IRS } CUSIP 59156R108 X Sales price less commissions and option premiums PLEASE SEE REVERSE SIDE FOR IMPORTANT DISCLOSURES AND INSTRUCTIONS SSNITIN Certified Yes 2013 Tax .Form 1099-B 1 MetLife Policyholder-Trust Sales Advice Corrected(if checked) Copy B.-For Recipient Account Number 0061453466 Form 1099-B-Proceeds from Broker and Barter Exchange Transactions 2013 Recipient's ID No.ending in —3181 Payer's Federal ID No. 43-1912740 This is important tax information and is being furnished to the Internal Revenue Service. ff you are required to file a return,a'negligence OMB No. 1545.0715 penalty or other sanction may be imposed on you d this income is taxable and the IRS determines that it has not been reported. Department of Cie Treasury-Internal Revenue service ROSEMARY E DECKER EX EST ANGELO H RICCIO Recipient 1582 WINFIELD DR DOWNINGTOWN PA 19335 1a Dale of Sale td Stock or le Quantity 2a Stocks, 4 FEDERAL INCOME sa Check if or Exchange other symbol sold bonds,etc.($) TAX WITHHELD(b) Noncoveredl Payer's Details Security 09 May 2013 MET 15.000000 607.14 0.00 © COMPUTERSHARE SHAREOWNER SVCS P.O.BOX 43006 8 13 14 Slate 1s Slate tax PROVIDENCE RI Description Stale identification Withheld($) no. 02940-3006 15.000000 shares sold @ 40.48 METLIFE INC NOTE:The Payer will report the amount in column 2a to the IRS.The difference between the reportable proceeds in column 2a and the net proceeds you received represents withholding taxes and nonstandard service fees or charges you may have paid. Form 1099-B (Keep for your records) Trade Date: 09 May 2013 Settlement Date: 14 May 2013 Cost Basis Method: FIFO Opening Shares/Units Price per Gross Amount Taxes Net Amount Closing p g p g Balance Sold Share/Unit(USD) of Sale(USD)I Withheld(USD) of Sale(USD) Balance 15.000000 15.000000 40.476300 607.14 0.00 607.14 0.000000 YOUR ACCOUNT HAS BEEN CLOSED AND YOU ARE NO LONGER ELIGIBLE TO PARTICIPATE IN THE PURCHASE AND SALE PROGRAM. THE ATTACHED CHECK REPRESENTS THE FULL VALUE OF YOUR ACCOUNT. N 1 L G L T M E T L + 001CD70008 01K1RA - us.Igl.c.4dy.sal.il_4438/000234/000234/i R Home Mail News Sports Finance Weather Games Groups Answers Screen Flickr Mobile More ail FINANCE .................................................................. ............................................................................J -P 9: -EARNh MET �OPEN AN-ACCOUNTJ back rewards. MetLife,Inc.(MET)-NYSE Follow *;Add to Portfolio: 50.57 +0.04(0.08%) 3:02PM EST-Nasdaq Real Time Price Historical Prices Got Historical Prices for: null TGO] Set Date Range 4)Daily !Ma Start Date:i . r 22 2013 Eg.Jan 1,2010 Weekly I - .............. End Date:'Mar 22 2013 Monthly Dividends Only FG.t Pnce7r, First Provious I Nexl�I Last It's timeto ask: Prices Close V,[?,e Adj Close w .......... n I High j LOW hat are we really ............. ..................... ..................................................................... ................................. ............................... 1 5,C0 Mar 22,2013 38.26 38.42 1 38.40 11,345,000 37.49 investing for? Close price adjusted for diAdends and splits. ...................—.1..............................– ................................................................................................................... First I Previous Next I Last is m= !Download to Spreadsheet Currency in USD. Vanguiuld .................................... Ad Topics That Might Interest You... 1.Top 5 Retirement Funds 5.Learn to Trade Online 2.Penny Stocks To Own 6.Best CD Rates Privacy-About Our Ads•Tertns-Send Feedback•YahOO1-ABC NeVJS NelevOrk Quotes are real-time for tJAS�AQ,NYSE and NYSE MKT See also delay times for other exchanges.All infermation provided"as is"for informational purposes only,not mtendetl for tradmq purposes cr advice.Nedher Yahoo'nor any of independent providers is liable for any mfonnabonal errors,incompleteness or delays.or for any actions taken in reharce on infonnauon contained Herein By ar�ssng the Yahoo'site,you agree not to redistrihute the information found;heratn.Real-Time continuous streaming quotes are available through our premium service.You may loin strearnutg quotes on or oil. Fundamental cnmpany data provided by Capital ID.Historical chart data and daily updates 3.Top Mutual Funds 7.High Interest Savings 4.Fixed Income Funds 8.Top Stocks to Buy Feedback Fail by Commodity Systems,Inc.(CSI).International hutoricat chart data,daily updates,fund surnrnary.Lund performance,dividend data and Momings;ar Index data provided by Morningstar,Inc. ate: The"Check Date," noted below, represents the settlement date of this transaction. Under normal market Is, sale transactions are traded 3 business days prior to the"Check Date". SHAREOWNER SERVICES ��� /�f(AzN- Computershare`Trust Company, N.A.,as plan administrator or service provider for the plan administrator, upon written request and within a reasonable amount of time,will provide the name of the executing broker,the source and amount of compensation, if any, received from third parties in connection with the transaction(s)and transaction trade date(s)and time(s), if available. �- m n aae your account with 1 Login to the Investor ServiceDirectTM website at www.cPushareownerservicesxom .. . Acceydtar a� cc�unt nf0rrnatlQf •Irfc�rm rnultrpCeask Irt a sngM sesl�rt • hat�t�e';your a dressFertlfy yaur.111. xpayer ICS, ltaln , rtfIatl�r�tf chal�ga tYta pv;lr�a�orglstratln . RETAIN FOR YOUR RECORDS TC AI sA TIC.VETAIL . :_..__ ... .... .___ W.. W ,. ... W:W I _.. LL .. .., SHAREHOLDER OF DESCRIPTION ...L.y GENERAL ELECTRIC COMPANY SHARES SOLD INVESTOR ID CUSIP ACCOUNT KEY CHECK NUMBER CHECK DATE PKECK AMOUNT 124_97_8702713 001 450 36960410 1 RICCIO---ANGEHOF00 76145433 05/0312013 $15,175.98 SHARESIUNITS SOLD - PRICE PER SHARE($) I TRADING FEES PAID BY SERV 673.4361 22.7000000 1 -- - — -- --— ----------—-- — l —----- —------ GROSS PROCEEDS TAX WITHHELD ! COMPANY SHAREHOLDER COMPANY SHAREHOLDER $15,287.00 $0.00 - _ - _$0_00\ T $101.02 $0.00 $10.00 NET PROCEEDS SHARES HELD BY PLAN $15,175.98 0.0000 PLEASE DETACH BELOW CHECK NUMBER:76145433 w L A Home Mail News Sports Finance Weather Games Groups Answers Screen Flickr Mobile More Search Finance asurih Web like YAHOO! ................**.............*******.................................. ..................-*,-,",**................. ........ ................. ail 17INANCE ............................................................................................................... .................................................................. E+:TRADE' ;OPEN AN ACCOUNT ,T Fidelity MTRADE SECURIIIES LLC General Electric Company(GE).-NYSE *Folio. 4-Add to Portfolio 25.434�0.07(0.27%) 3:04PM EST-Nasdaq Real Time Price Historical Prices Get Historical Prices for: null FG01 Set Date Range Daily StartDate:'Mar 22 2013 Eg.Jan 1,2010 Weekly End Date::Mar 22 2013 Monthly Dividends Only FGet Pr,..s First I Previous I Next I Last ................................................. ................. ................................................................................ ........ Pr ic a s It's time •ask: en High Low CIO Adj Close- .....I.................................... ............ .......... ................. what are we really 2 .l. 100 Start Vanguarding investing for? Close price adjusted for dividends and splits. ........................................................ .............................................................. .................... ....................................................... Firy I Previous I Next I Last ,Download to Spreadsheet Currency in LISD. 1�1-=Z11 Z 11 VanguaM"I Ad Topics That Might Interest You... 1.Best Stocks to Buy S.GE Stock Analysis 2.Ge Stock Predictions 6.Top 10 Tech Stocks Privacy•About Our Ads-Tenns-Send Feedback-Yaf100!-ABC N2W$NerivOtk Quotes are real-time for NASOAO.NYSE,and NYSE MKT See also delay times for other exchanges All mformatton provided"as is-for uNOrmabonal purposes only,not�nlended for tradmq purposes or advice.Neither Yahoo'nor any of independent powders is liable far any mformationai errors.incompleteness or delays,or for any actions taken in reliance on mtonnaUOr contained herein 8y accessing the Yahoo".site,you agree not to redis.ribule the iMomtation found therein.Real-T�me continuous streaming quotes are available through our premium service.You play teal strearmg quotes on or oii Fundamental company data provided by 3.Go Stock History 7.GE Stock to Buy 4.Best CD Rates 8.General Electric Stocks Feedback i,.1 ads IQ.Histancal chap data and daily updates provided by Commodity Systems,Inc.(CSI).International hretoncal chzrt data,daily upda[es,fund surrnnary.fund performance,dividend data antl Morningstar Index data provided by Morningstar,Inc. eBernstein �2� for 786003 Son Antonio.7X 78218-600 3 �r 1 �a AT 01 008311 79175B 34 A**3DGT ALLIANCEBERNSTEIN < �I'll'lll'I'��I�'I'��II�'I'nIIII"I"��1�1� �11�111 !II'lilli'�I Investrpents i ANGELO H RICCIO 1582 WINFIELD DR DOWNINGTOWN PA 19335-3538 Page 1 of 4 Account Statement Period April 01,2013-June 30,2013 r; WOODBURY FINANCIAL SERVICES,INC. Dealerl8243 12 ELLIOTT AVE Branch No.: 211024 € PO BOX 410 BRYNMAWRPA 190IM410 Advisor No.211024 _ . Advisor Name: CHARLOTTE STELLWAGEN-SUSPENSI veWS Check out the latest features on our AB Connect App for the iPad!Through this free app,clients can use our interactive tool to gain access to our capital-markets insights,get timely opinions and perspectives of our firm's investment professionals with Context,our investing blog,and explore our investment services in our in-depth product center. Download AB Connect at the iTunes store today! 4ccou It Fund Name FundfAccount Number Shares NAV Value Beginning Portfolio Balance $31,811.57 summary ALLIANCEBERNSTEIN MUNI INC II PA 67/4752072815 0.000 $10.260 $0.00 ALLIANCEBERNSTEIN HIGH INCOME FUND A 166/4752072815 0.000 $9.360 $0.00 l Ending Portfolio Balance $0.00 arfllflgS Interest! Tax-Exempt Short-Term Long-Term Year Fund Name Dividends Dividends Cap Gain Cap Gain To Date %mmary _= ALLIANCEBERNSTEIN MUNI INC II PA A 50.00 $25.65 $0.00 $0.00 $100.89 — ALLIANCEBERNSTEIN HIGH INCOME FUND A $116.61 $0.00 $0.00 $0.00 $470.79 Total Earnings $116.61 $25.65 $0.00 $0.00 $571.68 VIUtUal Fund _ ALLIANCEBERNSTEIN MUNI INC II PA A Fund Symbol: APAAX FUND/ACCOUNT-NUMBER-67/4752072815 _.... Confirm Trade Dollar Amount Share Shares This Total Date Date Transaction of Transaction Price Transaction Shares 04-30 04-30 Income Reinvest $25.65 $10.77 2.382 894.384 05-03 05-03 Transfer To 4892914028 $0.00 $0.00 894.384 0.000 06-30 06-30 $0.00 $10.26 0.000 0.000 Your Payment Option Dividends Cap.Gains REINVEST REINVEST Your Cost Basis Method ACST = AVERAGE COST �4 6 008311/0000001 as yi ALLIANCEBERN,. ANGELO H RICCIO InvestMents 1582 WINFIELD OR Page 2 of 4 (continued) MUtl18I Fund ALLIANCEBERNSTEIN HIGH INCOME FUND A Fund Symbol: AGDAX QCtlVlty FUND/ACCOUNT NUMBER 166/4752072815 Confirm Trade Date Date Transaction Dollar Amount Share Shares This Total s of Transaction Price Transaction Shares 04-30 04-30 Income Reinvest 05-03 05-03 Transfer To 4892914028 $116.61 $9.80 11.899 2,322.149 06-30 06-30 $0.00 $0.00 2,322.149 0.000 —' $0.00 $9.36 0.000 0.000 Your Payment Option Dividends Cap.Gains REINVEST REINVEST Your Cost Basis Method ACST - AVERAGE COST .._.. .._. .._. __... I ................................................... ...................................................................................................................... A Home Mail News Sports Finance Weather Games Groups Answers Screen Flickr Mobile More •! ......................... Search Finance ri'satiih Web w� OPEN AN ail FINANCE Visit Our Amerftrade ED Mutual Fund. ml�iri Fideft cenil AllianceBern Muni Inc Pennsylvania A(APALAX) Follow 4-Add to Portfolio 10.22 t1.02(0.20%) Fab 27 Historical Prices Get Historical Prices for: null FG-01 Set Date Range Daily Start Date: Mar. 22 2013 1 Eg.Jan 1,2010 Weekly ......................... Monthly J �22 2013 End Date 1 Mar, Dividends Only FGet Prices Fird I Previous I Next.I Last .................................................................................. ....................................... .................................................................. Prices It's br-ne to ask� High I....................... Low Volume..[.. d..q.?.s.e* .........9.pen , _ �j ........... What are we really Start Varlgualding ........ ........... .......... ....... ................I........................9l I............................—.-............ 10.67 10.67 0 10.31 Mar 22,2013 10.67 10.67 investing for? Close price adjusted for dividends and splits. ..........................----............................................................................................................................................................................. ................................... First Previout,I Next I III A Download to Spreadsheet Currency in III anguaM" Ad Topics That Might Interest You... 1.Best Penny Stocks to Buy S.Best Income Mutual Funds 2.Stocks to Buy Now 6.Highest CD Rates 3.Top 5 Retirement Funds 7.Top Mutual Funds 4.Penny Stocks To Own 8. Fixed Income Funds Privacy•About Our Ads-Terms-Send Feedback-Ya f100!-ABC NQwS NelLVOrk Oumes are real-time for NASDAQ,NYSE:,and NYSE MKT See also delay times fer other exchanges All mlormation provided"as is"for mtormabonal purposes only,not intended for trading purposes or advice.Neither Yahoo'nor any o(independeni provitlers is liable for any infonnabonal errors,incompleteness or delays,or for any actions taken in reliance on infonnafwn contained herein 8y 2ccassing the Yahoo:site,you agree not to red�siribute the mlormaLOn forma therain.Real-Time continuous streaming quotes ara available through our premium service.You may turn streaming quotes on or oH. Fundamental company data provetled by Capital IQ.Historial than da;a antl daily updates provided by Commodity Systems,Inc.(CSq.International historical chart data,daily updates,fund surnrnary.fund performance,divdend data and Morningstar Index data provided by Morningstar,Inc. Feedback * Home Mail News Sports Finance Weather Games Groups Answers Screen Flickr Mobile More YAH00! ail • ............... FINANCC .............................................................................................................. Visit v it r Ameri trade Milittial Fund I Cen.ter Fidelity AllianceBern High Income A(AGDAX) Fo4low .#,.A.d..d to,Port.folio. 9.5 1 t 0.0 1(0.11%) Felt Historical Prices Got Historical Prices for: null Set Date Range Daily Start Date:1 Mar -22 2013 Eg.Jan 1,2010 Weekly End Date: Mar, 22 2013 %Monthly Dividends Only FGet Pn..s First I Previous I Nexi.I Lasl ............................................. .............................................................................................. ...................................... ..........................................— Prices It's br-neto ask: 0 en i High Low close Volume AdJ Close* what are we really ................................................................................... ... ............................... .............................................................................. Mar 22,2013 9.65 9.65 9.65 9.65 0 8.98 irwesting for? Stag Variguarding Close price adjusted for dividends and splits. .................................... ........... .......... ............................................. ............................. ......................................................................................................... Firr5i I Previous,I Next I Last 'Download to Spreadsheet Currency in USD. Vanguard-' Ad Topics That Might Interest You... 1.Best Penny Stocks to Buy 6.Best Income Mutual Funds 2.Stocks to Buy Now 6.Highest CD Rates 3.Top 5 Retirement Funds 7.Top Mutual Funds 4.Penny Stocks To Own 8.Fixed Income Funds Privacy-About Our Ads-Terms-Send Feedback-Yaho0!-ABC NeW S MehYOlk Ouotes are real-time for tJASOAO.NYSE,and NYSE MKT See also delay times for other exchanges All information provided"as is"for informational purposes only,not mlended for trading purposes cr advice.IJeither Yahoo'nor any of independern providers is liable ter any intonnational erTOB.incornpleteness or delays,or for any actions taken in reliance on information contained herein By accessing the Yahoo'site,you agree not to redistribute the information fountl therein.Real-Time continuous s[reamino quotes are available tnrough ow premium service.You may tum streaming quotes on or o(f. , Fundamental company tlata provided by Capital IQ.Histoncal chart tlata antl da,iy updates provided by Commodity Systems,Inc.(CSI).Internauonai histcncal chart data,dail y updates,Lund surnrnary.fund performance,dividend data anU Momingstar Index data provided by Momingstar,Inc. Feedback IEMPLETON ,TMENTS � � U o y/q .r 01 018054 794548 73 A**3DGT Quarterly Asset Summary ANGELO H RICCIO January 1, 2013-June 30, 2013 Page 1 of 1 C/O ROSEMARY E DECKER Financial STELLWAGEN,CHARLOTTE 1582 WINFIELD DR Advisor: WOODBURY FINANCIAL SERVICES INC DOWNINGTOWN PA 19335-3538 (610)525-6111 'I11111111�1�'I�I���III���IIIII�'III��I'��III�III'II�'I��I�I�'I�� Customer franklintempleton.com Service: Shareholder Services(800)632-2301 Mailing 100 Fountain Parkway Address: PO Box 33030 St. Petersburg, FL 33733-8030 Franklin Pennsylvania Tax-Free Income Fund - Class A NASDAQ Symbol: FRPAX Fund-Account Number: 129-12911842469 Year-to-Date Summary: Asset Summary Number: 06366103 Tax-Exempt Income Dividends: $256.93 Long-Term Capital Gains: $0.00 Transaction Details DATE TRANSACTION DOLLAR AMOUNT SHARE PRICE SHARES TOTAL SHARES 01-01-13 BALANCE FORWARD $20,105.89 $10.93 1,839.514 01-31-13 DIV PAID OUT $60.34 $10.96 0.000 1,839.514 02-28-13 DIV PAID OUT $60.34 $10.94 0.000 1,839.514 03-28-13 DIV PAID OUT $60.34 $10.82 0.000 1,839.514 04-30-13 DIV PAID OUT $60.34 $10.93 0.000 1,839.514 05-08-13 DIVIDEND ACCRUAL $15.57 $10.92 1.426 1,840.940 05-08-13 TRANSFER TO 12911905944 $20,103.06 $10.92 1,840.940- 0.000 Relief Order:First In, First Out = Shareholder Information _ • In June your fund's dividend was adjusted from 3.28 to 3.21 cents per share. Dividends vary based on the fund's income. Past dividends are not indicative of future trends. • For information on cost basis, please refer to the back of this statement or visit franklintempleton.com/costbasis. °- • Time to Take Stock. It's time to take stock of the current situation facing investors,the human behavior that helped land us here and how investors can rebuild their portfolios to reach their long-term goals. Learn more by talking with your financial advisor and visiting franklintempleton.com/TakeStock. 6 Purchases can also be made online at franklintempleton.com Please make your check payable to: ANGELO H RICCIO Franklin Pennsylvania Tax-Free Income Fund-Class A C/O ROSEMARY E DECKER Fund-Account Number: 129-12911842469 1582 W I N FI ELD DR DOWNINGTOWN PA 19335-3538 Amount Enclosed: $ FRANKLIN TEMPLETON INVESTMENTS PO BOX 33030 ST PETERSBURG FL 33733-8030 Check here and complete reverse side if changes are necessary for: Address Distribution Options 001 000012911842469 129 100 p A Home Mail News Sports Finance Weather Games Groups Answers Screen Flickr Mobile More I IIIIIIII III YAHOO! ............. ................ .............................. -----------------*-- "__""** ,*...... ...... ail FINANCE ................................... ..................................................... ------ ................................... A me r I tr a d e Vis it 0 1 ir wa I Ftrn A411t 111�Rdeffry Centcr 'T rr.UQ1KF SM—Es"I Franklin PA Tax-Free Income A(FRPAX) Folio. Add to Portfolio 10.16tO.O2(0.20%) Feb 27 Historical Prices Get Historical Prices for: nuil FG Ci] Set Date Range Daily Start Date: Mar 22 2013 Eg.Jan 1,2010 Weekly End Dated Mar 22 2013 Monthly Dividends Only FGet Prices First I Previous I Next I Last ...................... ......... ask' High Low Close Adj Close* ............... Ppe. I what are we really ...........1.................................................................... ............... ............................Y?!T!.... ............................ M a r 2 2 2013 10.84 j 10.84 1 10.84 10.84 0 10.45 investing for? Close price adjusted for dividends and splits. ............................................................................................ ....... ....... ........................................................ ........... Finzt I Previous I II I Last 1:61 Download to Spreadsheet 4uofes are real-time fcr tJASDAO.NYSE,antl NYSE MKT See also delay times fcr other exchanges All information provitletl"as rs"tar informational purposes only,not intended(or trading purposes or advice.Neither Yahoo'nor any of independene providers is liable fa any mfonnational errors,incornpteteness or delays,or for any actions taken in reliance on information contained hErein_Ey accessing the Yah00'Site.you agrae not t0 tedistnhule the inlOnitaLOn found therein.Real-Time COnhnuOUS SUeaming qu0le5 are availOGle lhfOUglt Our premium Service.Yon may font strearmng quotes on or oii. Fundamental company data prowtled by Capital IQ.Mstoneal chart data and daily updates provided by Commodity Systems,Inc.(CSI).International historical chart tlata,dairy updates,fund summary.fund performance,di»dead data anU Montingstar Index data provided by Morningstar,Inc. Currency in I Vanguard', Ad Topics That Might Interest You... 1.Best Penny Stocks to Buy 5.Best Income Mutual Funds 2.Stocks to Buy Now 6.Highest CD Rates. 3.Top 5 Retirement Funds 7.Top Mutual Funds 4.Penny Stocks to Own 8. Fixed Income Funds Feedback 0 April 1,20 Page 2 of 4 7- Account Activity Ft�r� Name, re ass Category... Iu Nr�m r �lecourll r �1a I'; !h. fts��lu st�?fs rusfi � Damest i Ctans vative�te. k 00 2 : : 00 0262 ANGELO H RICCIO Symbol; MITTX Year-to-Date Earnings Cost Basis Method;Fund Default-Average Cost Dividends $0.00 Capital gains $0.00 Average annual total returns for this Fund/share class through 06/30/2013 Without sales charge With maximum sales charge Fund inception date Class inception date 10years/fife 5years 3years 1 year 10years 1life 5years 3years 1 year 07/15/1924 07/15/1924 7.77% 6.53% 16.83% 23.01% 7.14% 5,28% 14.54% 15.93% Your account performance Year to date 13.97% Transactions Price per Number of Initialsales Initial Totalshares Processeddate Pricedate Transaction description Dollaramount =, share = shares charge rate sales charge owned Beginning balance 04/01/2013 $28,689.65 $23.72 1,209.513 05/10/2013 05/10/2013 Transfer To 8191271388 -29,608.88 24.48 -1,209.513 NA NA 0.000 Ending balance 06/30/2013 $0.00 $24.08 0.000 important Disclosures regarding performance calculations Average annual total returns: Past performance is no guarantee of future results.Results assume the reinvestment of dividends and capital gains and are subject to revision.Investment return and principal value fluctuate so yourshares,when sold,may be worth more or less than the original cost.More current performance maybe lower or higher than quoted.For more recent month-end performance,please visitmfs.com. Your account performance: o Your account performance is calculated using the Modified Dietz method,which takes into account both the timing and magnitude of your additions and reductions in this account.Other approaches to calculating your account performance could yield different results.Past performance is no guarantee of future results.For additional details on this calculation,please visit mfs.com/talc. x 8 C' M Please note: o CD V N Early each year you will receive further information as to the federal tax status of all distributions paid during the previous year. o 0 0 0 0 o N N ro 0 0 O t � MFS10OR(5/12) MFS LOT 31 Home Mail News Sports Finance Weather Games Groups Answers Screen Flickr Mobile More YXI! ....................................................._.................................................................................................... ................... ail FINANCE .......................................................................................................................................... .................................... ................... I '.1—— 1 M446 f-- .................... Visit our IM Amerlitrade Mutual Fund tide rnlnirniirn Wco"fioez Center MFSA@ Massachusetts Investors Tr A(MITTX) Follow Add to Portfolio 28.03t0.12(0.43%) Feb 27 Historical Prices Got Historical Prices for: .n I ull F 07 Set Date Range Daily Start Date::Mar 22 1 2013 1 Eg.Jan 1,2010 "",Weekly End Date: Mar 22 2013 Monthly Dividends Only FGet Prices First I Previous I Next.I Last ............................................................. ..................... ................................................................... Prices It's time to ask- en High Low Close Adi Close* what are eve really ........... ................................................................................................................................... . .................................................... Mar 22,2013 1 23.56 23.56 i 23.56 1 23.56 0 23.05 investing for? Close price adjusted for dividends and splits. ..................................................................................................... ...................................................................................... ........................................._....................... First I Previous I Next I Last f J)iDownload to Spreadsheet Currency in USD. 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OOLO 4R Citizens Bank STATEMENT OF INTERE ST This information is being furnished to the Internal Revenue Service for TAX YEAR Retain this receipt for preparation of your Federal income tax return. J ,r PLEASE TYPE OR PRINT LEGIBLY SSN ❑ El ) �`7 TAXPAYER'S NAME l �� .' `� �r��^�,_ •, r , - �1 �` CURRENT ADDRESS: i G--� � 2_2 ..�Z(�-❑•� f�-,� I CITY&STATE: (�C,"i7��is ❑ �_��1 ZIP CODE: U.S. SAVINGS BONDS REDEMPTION VALUE: $ Z 0~/ 60 INTEREST EARNED: $❑ ❑ ®9 ❑ ❑ ❑-® ❑`I DATE � � /1 ..� � _cam `J CASHED: , i -!.� ANK#: -li BRANCH#: / PREPARED BYs ��� ~ C _> ,�L (Print full name) Top copy to Compliance Support ROP230-in Brown Bag Bottom copy to Customer 12001 1/05 100/PK $ 50 X$ 50.00 =$ .00 ^-- -_ $ 75 X$ 75.00 =$ .00 $ 100 X$ . 100.00 $ .00 LPi ABAW- $ 200 X$ 200.00 =$ .00 313IMM $ 500 ! X$ 500.00 =$ .00 JUL 13 2001 $ 1,000 X$ 1,000.00 =$ `'7 .00 040-1064 $ 5,000 >($ '5,000.00 =$ .00 $ 1 0,000 X$ 1 0,000.00 =$ .00 `r' r~ ) } AFFIXED AGENT STAMP CERTIFIES THAT TOTAL ISSUE PRICE OF PURCHASE $ ? - .00 TOTAL AMOUNT OF PURCHASE IS CORRECT 6. DATE PURCHASE ORDER AND PAYMENT PRESENTED TO AGENT -- (MO) (DAY) (YR.) 7. SIGNATURE IF YOU NEED A GIFT CERTIFICATE, PLEASE ^ " ; � r ' ASK THE PERSON ACCEPTING THIS FORM TO 1 C_ V `� ' � PROVIDE ONE TO YOU. PURCHASER'S SIGNATURE x ':;':-. t?�i 3,i1:�li:,)+'� ',:�4`st.i='�i L� .. ;s•.,:, f;,., `�: �/ f�': /" _'ti /' _ PURCHASER'S NAME,IF OTHER THAN OWNER OR FIRST-NAMED r'COOWNER(Please`Pruit) DAYTIME TELEPHONE NUMBER ;r : . ' STREET ADDRESS-(If not shown above) CITY STATE ZIP CODE SEE INSTRUCTIONS FOR PRIVACY ACT AND PAPERWORK REDUCTION ACT NOTICE 5374 O3 99 CUSTOMER RECEIPT A l rr Kelley Blue Book The Trusted Resource' r OU y/ I ar up z. 2 1 ;ilr 's F for current offers on select models. Advertisement Why ads? 2003 Honda Accord Pricing Report Style:EX Sedan 4D Mileage:60000 ........ ......... ..........,. ........... ......... Private Party Value FE.,ettent $9,055 Very Good $8,730 Good $8,530 ........... Fair $7,905 ........................................._._............._.... g Values valid until 11/26/2013 Vehicle Highlights Fuel Economy: Max Seating:5 City 21/Hwy 31/Comb 25 MPG Doors:4 Engine:4-Cyl,VTEC,2.4 Liter Drivetrain: FWD Transmission:Automatic EPA Class:Midsize Cars Body Style:Sedan Country of Origin:Japan Country of Assembly:United States Your Configured Options i Our pre-selected options,based on typical equipment for this car. DOptions that you added while configuring this car. 4 r �f BUREAU OF INDIVIDUAL TAXES Pennsylvania Inheritance Tax pennsylvania PO BOX 280601 DEPARTMENT OF REVENUE HARRISBURG PA 17128-0601 Information Notice REV-1543 Ex D-EXEC(DR-12) And Taxpayer Response FILE NO.2113-0419 REVISED NOTICE ACT 131-28-2 * * * . mot DATE 01-28-2014 Type of Account Estate of ANGELO H RICCIO Savings SSN Checking Date of Death 03-22-2013 Trust ROSEMARY E DECKER County CUMBERLAND Certificate 1582 WINFIELD DR DOWNINGTOWN PA 19335-3538 i i CITIZENS BANK.OF PENNSYLVANIA provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No.6100765261 Remit Payment and Forms to: Date Established 06-02-1980 REGISTER OF WILLS Account Balance $30,943.09 1 COURTHOUSE SQUARE Percent Taxable X 16.667 CARLISLE PA 17013 Amount Subject to Tax $5,157.28 Tax Rate X 0.150 Potential Tax Due $773.59 NOTE": If tax payments are made within three months of the decedent's date of death,deduct a 5 percent discount on the tax With 5%Discount(Tax x 0.95) $(see NOTE') due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1 : Please check the appropriate boxes below. 1 A No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. B R The information is The above information is correct, no deductions are being taken,and payment will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C F—]The tax rate is incorrect. 4.5% 1 am a lineal beneficiary(parent,child,grandchild,etc.)of the deceased. (Select correct tax rate at right,and complete Part 12% 1 am a sibling of the deceased. 3 on reverse.) 15% All other relationships(including none). D 0 Changes or deductions The information above is.incorrect and/or debts and deductions were paid. listed. Complete Part 2 and part 3 as appropriate on the back of this form. E Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax i heritance tax form Return filed by the estate representative. REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. .............. .. S A-TTN1-1- PART Debts and Deductions 2 Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment,and the estate is insufficient to pay the deductible items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required,you may attach 81/2"x 11"sheets of paper.) Date Paid Payee Description Amount Paid i i Total Enter on Line 5 of Tax Calculation $ i PART Tax Calculation 3 If Y ou are making a correction to the establishment date(Line 1)account balance(Line 2),or percent taxable(Line 3), please obtain a written correction from the financial institution and attach it to this form. 1. Enter the date the account was established or titled as it existed at the date of death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter the percentage of the account that is taxable to you. a. First,determine the percentage owned by the decedent. i. Accounts that are held"intrust for"another or others were 100%owned by the decedent. ii. For joint accounts established more than one year prior to the date of death,the percentage taxable is 100%divided by the total number of owners including the decedent. (For example:2 owners=50%,3 owners=33.33%,4 owners =25%,etc.) In. Next,divide the decedent's percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the percent taxable. j 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the appropriate tax rate from Step i based on your relationship to the decedent. If indicating a different tax rate,please state - your relationship to the decedent: 1. Date Established 1 2. Account Balance 2 $ 3. Percent Taxable 3 X .0 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - a 6. Amount Taxable 6 $ 7. Tax Rate - = -M 8. Tax Due 8 $ 9. With 5%Discount(Tax x .95) 9 X Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to"Register of Wills,Agent." Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true,correct and complete to the best of my knowledge and belief. Work Home Taxpayer Signature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 .BUREAU OF INDIVIDUAL TAXES Pennsylvania Inheritance Tax pennSyLvanla i BOX 280601 DEPARTMENT OF REVENUE HA Information Notice HARRISBURG PA 17128-0601 ._ ._ REV-L54&E%ueeE%EC(06-12) And Taxpayer Response FILE NO.2113-0419 ACN 13156247 REVISED NOTICE ` * * * * DATE 01-28-2014 Type of Account Estate of ANGELO H RICCIO Savings SSN Checking *Date of Death 03-22-2013 Trust ROSEMARY E DECKER County CUMBERLAND X Certificate 1582 WINFIELD DR DOWNINGTOWN PA 19335-3538 I CITIZENS BANK OF PENNSYLVANIA provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. f Remit Payment and Forms to: Account No.6247286789 Date Established 07-25-2005 REGISTER OF WILLS Account Balance $26,921.72 1 COURTHOUSE SQUARE Percent Taxable X 16.667 CARLISLE PA 17013 Amount Subject to Tax $4,487.04 Tax Rate X 0.150 Potential Tax Due $673.06 NOTE': If tax payments are made within three months of the decedent's date of death,deduct a 5 percent discount on the tax With 5%Discount(Tax x 0.95) $(see NOTE') due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1: Please check the appropriate boxes below. 1 A No tax is due. 1 am the spouse of the deceased or 1 am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount 1 shown above as Potential Tax Due. B ❑The information is The above information is correct,no-deductions are being taken,and payment will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C ❑The tax rate is incorrect. M 4.5% 1 am a lineal beneficiary(parent,child,grandchild,etc.)of the deceased. (Select correct tax rate at right,and complete Part 12% l am a sibling of the deceased. 3 on reverse.) 15% All other relationships(including none). D ❑Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Complete Part 2 and part 3 as appropriate on the back of this form. I • I E Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax heritance tax form Return filed by the estate representative. i REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes. i Please sign and date the back of the form when finished. �nnn PART Debts and Deductions 2 Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment,and the estate is insufficient to pay the deductible items. B... You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required,you may attach 81/2"x 11"sheets of paper.) Date Paid Payee Description Amount Paid Total Enter on Line 5 of Tax Calculation $ PART Tax Calculation 3 If you are making a correction to the establishment date(Line 1)account balance(Line 2),or per taxable(Line 3), w _ I: please obtain a written correction from the financial Institution and attach It to this form. ! 1: Enter the date the account was established or titled as it existed at the dale of death 2. Enter the total balance of the account including any intorost accrued at the date of death. 3. Enter the percentage of the account that is taxable to you. a. First,determine the percentage owned by the decedent. i. Accounts that are held"in trust for"another or others were 100%owned by the decedent. ii. For joint accounts established more than one year prior to the date of death,the percentage taxable is 100%divided by the total number of owners including the decedent. (For example:2 owners=50%,3 owners=33.33%,4 owners =25%,etc.) b. Next,divide the decedent's percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the percent taxable. 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the appropriate tax rate from Step i based on your relationship to the decedent. If indicating a different tax rate,please state i your relationship to the decedent: 1. Date Established 1 , 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ 7. Tax Rate 7 X b ,_ 8. Tax Due 8 $ 9. With 5%Discount(Tax x .95) 9 X - Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to"Register of Wills,Agent." Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true,correct and complete to the best of my knowledge and belief. Work Home Taxpayer Signature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 ,Gir•�t�—fir o�rr BUREAU OF INDIVIDUAL TAXES pennsylvania Po BOX 260601 Pennsylvania Inheritance Tax HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE ' REV-154]EX 0ocE%EC(RE•lZ) And Taxpayer Response FILE N0.2113-0419 ACN 1316245 * " * REVISED NOTICE * * * DATE 01528-2014 Type of Account Estate of ANGELO H RICCIO Savings SSN Checking Date of Death 03-22-2013 Trust ROSEMARY E DECKER County CUMBERLAND Certificate 1582 WINFIELD DR DOWNINGTOWN PA 19335-3538 CITIZENS BANK OF PENNSYLVANIA provided the department with the information below indicating that at € the death of the above-named decedent you were a joint owner or beneficiary of the account identified. I; G Remlt Payment and Forms to: a Account No.6244731110 j Date Established 06-07-2004 REGISTER OF WILLS Account Balance $2,463.30 1 COURTHOUSE SQUARE Percent Taxable X 16.667 CARLISLE PA 17013 Amount Subject to Tax $410.56 Tax Rate X 0.150 Potential Tax Due $61.58 NOTE": If tax payments are made within three months of the decedent's date of death,deduct a 5 percent discount on the tax With 5%Discount(Tax x 0.95) $(see NOTE") due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1: Please check the appropriate boxes below. 1 A F-]No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. B The information is The above information is correct,no deductions are being taken,and payment will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C The tax rate is incorrect. 04.6% 1 am a lineal beneficiary(parent,child,grandchild,etc.)of the deceased. (Select correct tax rate at right,and complete Part 12% 1 am a sibling of the deceased. 3 on reverse.) 015% All other relationships(including none). D Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Complete Part 2 and part 3 as appropriate on the back of this form. E Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax Anheritance tax form Return filed by the estate representative- REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. _ r PART Debts and Deductions 2 Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment,and the estate is insufficient to pay the deductible items. I B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (if additional space is required,you may attach 8 1/2"x 11"sheets of paper.) Date Paid Payee Description Amount Paid Total Enter on Line 5 of Tax Calculation $ r PART Tax Calculation 3 If you are making a correction to the establishment date(Line 1)account balance(Line 2),or percent taxable(Line 3), please obtain a written correction from the financial institution and attach it to this form. 1. Enter the date the account was established or titled as it existed at the date of death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter the percentage of the account that is taxable to you. a a. First,determine the percentage owned by the decedent. i. Accounts that are held"intrust for"another or others were 100%owned by the decedent. ii. For joint accounts established more than one year prior to the date of death,the percentage taxable is 100%divided N by the total number of owners including the decedent. (For example:2 owners=50%,3 owners=33.33%,4 owners =25%,etc.) b. Next,divide the decedent's percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the percent taxable. 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent. If indicating a different tax rate,please state your relationship to the decedent: 1. Date Established 1 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ - 5. Debts and Deductions 5 - ' 6. Amount Taxable 6 $ 7. Tax Rate 7 X 8. Tax Due 8 $ 9. With 5%Discount(Tax x.95) 9 X .. Step 2: Sign and date below. Return TWO completed and signed copies to the Register of Wills listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to"Register of Wills,Agent." Do not send payment directly to the Department of Revenue. i Under penalty of perjury, I declare that the facts I have reported above are true,correct and complete to the best of my knowledge and belief. i Work Home j Taxpayer Signature Telephone Number Date IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 i i i i Period Financial:Summary Statement 1 / ANGELO H RICCIO ROSEMARY DECKER Deposit Accounts Account Number Average Daily Balance Current Balance STATEMENT SAVINGS 574117057 $1,234.49 $0.00 Total Deposits $0.00 VALUE CHECKING Statement Period 1 14 ANGELO H RICCIO Account#571126278 ROSEMARY E DECKER Your account is at zero balance. Please deposit funds into this account quickly to ensure continued use of your account. For your convenience you can check your account balance using Sovereign Online Banking at sovereignbank.com, at any Sovereign ATM or by calling our Customer Contact Center at 1.877.SOV.BANK (1.877.768.2265). If this account is not meeting your needs, please call your branch or o come in to see us for a complimentary financial review. We will assist you in making sure that you have the C? right products and services to meet your banking needs. N w m C' Balances O yr] Cl cn Be irtryin Balance . 2 1582 „ --, r,t;trrrenf galarre. .. .:: .. 3•< co Deposits/Credits +$5.00 Average Daily Balance $1,495.28_ 0 1Nitf�cawaislEebrts^ $2,CE33,72 M 3111r 1,11"I C) —'- o Checks Posted °o Check# Date Paid Amount Reference Check# Date Paid Amount Reference 2 6 €t4 S 43 Sb g iBtS Cn co 1 Check(s)Posted=$343.50 VAn asterisk(')indicates a skip in sequential check numbers. L An(E)indicates check was converted to an electronic item. o Account Activity ^� Date Description �T Additions Subtractions a ance ° 03-22 Beginning Balance $2,158.72 n {}�„25 Mt.�N7W1LY`MRtNTt✓N�4NC>r:�E�FC'3R PR30R P�RiC3L3 �: f ��_ ; � E <, .... ..$ter{1tI . . ..,.• *.$fir '1�"�,�', 03-28 REFUND-MONTHLY MAINTENANCE FEE FOR $5.00 $2,158.72 07 PRIOR PERIOD 2013-03-28 04-12 1tIlIT1-1DRAW�L•., . ..; . , s,.•< =,s€,. �;.'; �, ”' :: < . .. ?..f. -... ::.�..x.�_, t '�1,815 2�. . :F. $3�3 5t3 04-15 CHECK 000000000236 $343.50 $0.00 E04'21 —E d-nrrag .41arSi~e 0.. € STATEMENT SAVINGS Statement Period 1 14 ANGELO H RICCIO Account#574117057 ROSEMARY E DECKER Balances t3a rnt�in •B�.iance '- $1$22;8t7 ,3.: ,.GuiYezrt�al�itt.e.. , �r., `� �`�` ,$���', Deposits/Credits +$0.08 Average Daily Balance $1,234.49 1Nithdtwalslt3ebtt&...;s,. X9;822.38 , page 2 of 5 571126278 � l Interest Patd'ths�enod'` ;° �` $,0�:8 s .: .Annua[Percerz#� e,Y,i+sttt Earnsi` Earned this Period $0.09 Paid Last Year $1.33 Fd Yaat. Date< $t}3;[ r;:, ., The interest earned and the interest paid may differ depending on when interest is credited to your account. Account Activity Date Description Additions Subtractions Balance 03-22 Beginning Balance $1,822.30 t}d-02 `iNT fit sT CREDIT FROM t}3r(� 12013 Y{? r t.c2U.1 04-12 CLOSING TRANSACTION $1,822.38 $0.00 tT4 2I Endttrtg!3a lanes What You Need to Know about Overdrafts and Overdraft Fees Overview An overdraft occurs when you to not have enough money in your account to cover a transaction,but we}tay it anyway:We can cover your overdrafts in two different ways: L We have standard overdraft practices that conic with your account 2. We also offer an overdraft protection plan which allows you to link other accounts such as a savings account or an Easy Access Line of Credit to cover overdrafts in your checking account.This plan may he less expensive than our standard overdraft practices.To learn more,ask C) us about this plan. C C _o This notice explains our standard overdraft practices. N What are the standard overdraft practices that come with my account? °o Sovereign currently authorizes and pays overdrafts for the following types of transactions: 0 N Checks and other transactions made using your checking account.number OD OD Automatic bill payments o Online Banking payments and transfers C • Recurring debit card transactions w 0 °C Sovereign will not authorize and pay overdrafts on the following types of transactions,UNLESS you authorize us to do so: rn • ATM withdrawals and transfers w One-t.imc debit card transactions �J We pay overdrafts at our discretion,which means we do not.guarantee that we will always authorize and pay any type of transaction.If we do not C) authorize and pay an overdraft,your transaction will be declined. S' 11 What fees will I be charged if Sovereign pays an overdraft caused by my ATM or one-time debit transaction? 0 Under our standard overdraft practices: r • We will charge you a fee of up to$35 each time we pay an overdraft..There is a limit.of 6 fees per day we can charge you for overdrawing your saccount. • An additional one-time fee of$35 will be charged on the 6th consecutive business day your account is overdrawn.This charge applies to checking accounts(other than any Premier Checking Accounts),savings and inoncy market savings accounts. What if I want Sovereign to authorize and pay overdrafts on my ATM and one-time debit card transactions? If you want its to authorize and pay overdrafts on ATM and one-time debit card transactions,the easiest way to do so is to enroll online in Sovereign Account Protector by visiting www.sovereignbank.com/accoutitprrotector.You can also call us at 1-877-768-4721,visit your nearest branch or opt.-in at any Sovereign ATM. Can I change my mind later? If you tell its that.we are permitted to pay any overdrafts caused by ATM or one-time debit transactions,you can always change your mind and tell us you no longer want us to do this.You can visit any branch or call its at 1-877-768-4721 and tell us you no longer want its to pay these types of overdrafts. page 3 of 5 571126278 ESTATE OF ANGELO H RICCIO ATTACHMENT SCHEDULE H LINE 11 EXPENSES TO MAINTAIN UNOCCUPIED REAL ESTATE DURING ADMINISTRATION-DATE OF DEATH 3/23/13 TO DATE OF SALE 10/12/13 (ALL RECEIPTS ARE ON FILE) UTILITY BILLS ELECTRIC $ 322.87 WATER AND SEWER 682.10 COMCAST 24.44 MAINTENANCE-LAWN CARE 320.00 BANK FEES 20.00 INSURANCE-NET OF REIMBURSEMENT AFTER SALE 105.00 CLEAN OUT-MOVING AND STORAGE TO SELL 2,715.38 BUILDING CODE REPAIRS-ELECTRICAL ETC 2,376.00 PAINTING 1,900.00 TOTAL $ 8,465.79, Five -02� oo y/1 W O w aa° . 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