HomeMy WebLinkAbout02-0934
PETITION FOR PROBATE and GRANT OF LfiTERS
Estate of JOSEPH RICCI No. f)..\ ~ OCt. Ct lof
also known as To:
, Deceased.
Register of Wills for the
County of CUMBERLAND in the
Conunonwealth of Pennsylvania
Social Security No. 076306269
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix
in the last will of the above decedent, dated JUNE 8. 1994
and codicil(s) dated JUNE 3. 2000
named
(state relevant circumstances. e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with
h is last family or principal residence at 6 DEVONSHIRE SQUARE MECHANICSBURG.
CUMBERLAND COUNTY. PENNSYLVANIA
(list street, number and municipality)
Decedent, then 64 _ years of age, died 9/11/2002
at EAST PENNSBORO. CUMBERLAND COUNTY. PENNSYLVANIA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered fo~ probate; was not the victim of a kilIing and was never ajudicated
incompetent:
Decedent at death owned property with estimated values as follows;
(If domiciled in Pa.) All personal property $ 1.000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows;
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters TESTAMENTARY
thereon.~.... . (testmnentary~a~7:;~;~;t~~a:~:~;dbncta)
3 ~/;t ~fl?t~'r 4 ~, ~ MECHANICSBURG. PA 17050
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF ~RLAND
The petitioner(s) above-namd swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the 1310wledge and belief of petitioner(s) and that as personal represen-
tative(s) ofth~ above decedent petitioner(s) will well and uly administer the estate ace ing to law.
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Sworn to or affirmed and subscribed
before me this 1 6 t h day of
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No.
~\.oa..-qY-l
Estate of JOSEPH RICCI
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCOTBER 17 , 2002 ,in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated JUNE 8, 1994 and First Codicil dated JUNE 3 2000
described therein be admitted to probate and filed of record as the last will of JOSEPH RICCI
and Letters TEST AMENT ARY
are hereby granted to
MARY E. RICCI
codicil FEES 10.50
Probate, Letters, Etc" , , , , ' , , $ 1 8 . 0 0
Shon Certificates ( )""" $ 6. 00
jl~ilIi1,~x,t.r!'i. p!lges, $ 39.00
]"D $ 5.00
TOTAL_$ 78.50
Filed, ,10..,1.7-.2,0,0,2""""",
mailed to atty 10-17-2002
SUSAN E. LEDERER
44861
ATTORNEY (Sup. Ct. 1.0. Nu.l
4811 JONESTOWN ROAD, SUITE 226
HARRISBURG, PA 17109
ADDRESS
717-652-7323
PHONE
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H]()~.RIIS REV ~)iS(,
This is to certify that the information here given is corredy copied from dn original certificate of death duly filed w
Local I\egisttar. The otiginal certificate will be forwarded to the State Vital Records Office for permanent ftling.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT Of HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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II
LAST WrLL AND TESTAMENT OF
JOSEPH A. RrCCr
~J-O;).-q31
I, JOSEPH A. RICCI, of Hampden Township, Cumberland County,
Pennsylvania, do hereby make this my Last Will and Testament,
revoking any former wills and Codicils made by me.
FIRST: I am married to Mary Emily Ricci, and all references
to my wife in this will are to her. I have three children:
Joseph A. Ricci (born July 8, 1962); Lisa Wrzesinski (born
February 22, 1965); and Scott Ricci (born December 18, 1968).
These and any other children born to or adopted by my wife and me
are described in this will as "my children," or as "a child of
mine." Any person born to or adopted by a child of mine is
described in this Will as "my issue." Provided, however, that no
adopted person shall benefit hereunder unless the order or decree
of adoption is entered before such adopted person attains the age
of twenty-one (21) years.
SECOND: I give my tangible personal property and all
casualty insurance that I am carrying on said tangible personal
property to my wife, or, if she does not survive me, I give all
furs and jewelry, if any, to my daughter, Lisa Wrzesinski, and
the balance of my tangible personal property to such of my
children who are living at my death to be divided equitably among
or between them as they may determine, or, if they are unable to
agree, as my Executor shall determine, after considering the
-1-
share provided for a deceased child of mine who shall leave issu
then living shall be distributed per stirpes to such issue.
(4) If at the time of my death, or at any later time
prior to final distribution hereunder, my said wife and all my
issue are deceased and no other disposition of the property is
directed by this Trust, then and in that event only, the then-
remaining property of this Trust, together with any undistribute
income, shall be divided and paid over and distributed as fol-
lows:
(a) Twenty-five percent (25%) to the College
of the Holy Cross, Worcester, Massachusetts, to estab-
lish a permanent scholarship fund in joint memory of my
parents, Mr. and Mrs. Joseph S. Ricci, and my wife's
parents, Mr. and Mrs. Anthony P. Sacco.
(b) Twenty-five percent (25%) to those per-
sons then living who would then be my heirs, their
identities and respective shares to be determined in
accordance with the law then in effect in the Common-
wealth of Pennsylvania, as if I had then died intes-
tate;
(c) Twenty-five percent (25%) to those
persons then living who would then be my wife's heirs,
their identities and respective shares to be determined
in accordance with the law then in effect in the
m
Trustee deems advisable, any other income or resources of my said
wife, children and issue known to my Trustee, considering that my
wife is the primary object of my bounty.
(2) Prior to division into shares pursuant to Para-
graph (3), my Trustee may pay to or apply for the benefit of any
one or more of my said wife, children and issue such sums from
the principal of the Bypass Trust in such shares and proportions
as in its sole discretion shall be necessary or advisable from
time to time for the medical care, education, support and mainte-
nance in reasonable comfort of my said wife, children and issue,
taking into consideration to the extent my Trustee deems advis-
able, any other income or resources of my said wife, children and
issue known to my Trustee, considering that my wife is the
primary object of my bounty. Any payment or application of
benefits for a beneficiary pursuant to this Paragraph shall be
charged against this Trust as a whole rather than against the
ultimate distributive share of such beneficiary to whom or for
whose benefit the payment is made.
(3) Upon the death of my said wife, the entire remain-
ing principal of the Bypass Trust shall be divided into equal
separate shares so as to provide one (1) share for each then-
living child of mine and one (1) share for each deceased child of
mine who shall leave issue then living. The share provided for a
living child of mine shall be distributed to such child. The
~~
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share provided for a deceased child of mine who shall leave issue
then living shall be distributed per stirpes to such issue.
(4) If at the time of my death, or at any later time
prior to final distribution hereunder, my said wife and all my
issue are deceased and no other disposition of the property is
directed by this Trust, then and in that event only, the then-
remaining property of this Trust, together with any undistributed
income, shall be divided and paid over and distributed as fol-
lows:
(a) Twenty-five percent (25%) to the College
of the Holy Cross, Worcester, Massachusetts, to estab-
lish a permanent scholarship fund in joint memory of my
parents, Mr. and Mrs. Joseph S. Ricci, and my wife's
parents, Mr. and Mrs. Anthony P. Sacco.
(b) Twenty-five percent (25%) to those per-
sons then living who would then be my heirs, their
identities and respective shares to be determined in
accordance with the law then in effect in the Common-
wealth of Pennsylvania, as if I had then died intes-
tate:
(c) Twenty-five percent (25%) to those
persons then living who would then be my wife's heirs,
their identities and respective shares to be determined
in accordance with the law then in effect in the
~~
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Commonwealth of Pennsylvania, as if she had then died
intestate; and
(d) Twenty-five percent (25%) to Georgetown
University Medical School, Washington, D.C., to estab-
lish a permanent scholarship fund in joint memory of my
parents, Mr. and Mrs. Joseph S. Ricci, and my wife's
parents, Mr. and Mrs. Anthony P. Sacco.
FIFTH: If any share hereunder becomes distributable to a
beneficiary who has not attained the age of twenty-five (25)
years, then such share shall immediately vest in such benefici-
ary, but notwithstanding the provisions herein, my Trustee shall
retain possession of such share in trust for such beneficiary
until such beneficiary attains the age of twenty-five (25) years,
using so much of the net income and principal of such share as my
Trustee deems necessary to provide for the proper medical care,
education, support and maintenance in reasonable comfort of such
beneficiary, taking into consideration to the extent my Trustee
deems advisable any other income or resources of such beneficiary
or his or her parents known to my Trustee. Any income not so
paid or applied shall be accumulated and added to principal.
Such beneficiary's share shall be paid over and distributed to
such beneficiary upon attaining the age of twenty-five (25)
years, or if he or she shall sooner die, to his or her executors
or administrators. I recommend that my Trustee consider dis-
~~
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tributing all income from such share to such beneficiary when
such beneficiary attains the age of twenty-one (21) years. My
Trustee shall have with respect to each share so retained all the
powers and discretions had with respect to the trusts created
herein generally.
SIXTH: Anything in this will to the contrary notwithstand-
ing, no trust created herein shall continue beyond twenty-one
(21) years after the deaths of one, the last to die of my issue
living at the time of my death; and two, all issue, living at the
time of my death, of the individual serving as President of the
United States at my death and all issue, living at the time of my
death, of said individual's five (5) immediate predecessors in
said office; upon the expiration of such period, all trusts shall
terminate and all the assets thereof shall be distributed to
those beneficiaries (and in the same proportions) as are then
entitled to receive the income therefrom.
SEVENTH: If any beneficiary and I should die under such
circumstances as would render it doubtful whether the beneficiary
or I died first, then it shall be conclusively presumed for the
purposes of this my will that said beneficiary predeceased me;
provided, however, that if my wife shall die with me as afore-
said, I direct that my wife shall be conclusively presumed to
have survived me.
~4~
-6-
EIGHTH: (1) I name my wife, Mary Emily Ricci, as my Execu-
trix. If she is unable or unwilling to serve, I name daughter,
Lisa Wrzesinski, as my Executrix. I direct that my Executrix and
my alternate Executrix, and their successors, herein referred to
as my Executor regardless of number or gender, serve without bond
in any jurisdiction in which called upon to act.
(2) I name PNC Bank, N.A., of Mechanicsburg, Cumb-
erland County, Pennsylvania, and my daughter, Lisa Wrzesinski, as
my Co-Trustees. I direct that my CO-Trustees, and their succes-
sors, herein referred to as my Trustee regardless of number or
gender, serve without bond in any jurisdiction in which called
upon to act.
(3) Except as otherwise provided herein, if PNC Bank,
N.A., should fail to qualify as my Trustee hereunder, or for any
reason should cease to act in such capacity, the successor or
substitute Trustee shall be some bank or trust company with trust
powers, which successor or substitute Trustee shall be designated
in a written instrument filed with the court having jurisdiction
over the probate of my estate and signed by my wife, or if she
fails to act, signed by or on behalf of a majority of my children
who have attained the age of eighteen (18) years, or if they fail
to act, by the court having jurisdiction over the Trust. The
situs of the Trust may be transferred to the situs of such
~A-~
-7-
successor or substitute Trustee by designation in the written
instrument aforesaid.
(4) For services as Executor and Trustee, my Executor
and Trustee shall receive reasonable compensation.
NINTH: (1) I give to any Executor and to any Trustee
named in this will or any Codicil hereto or to any successor or
substitute Executor or Trustee all of the powers enumerated in
this will and all of the powers applicable by law to fiduciaries
in the Commonwealth of Pennsylvania and in particular through the
Pennsylvania Probate, Estates and Fiduciaries Code, as effective
and as in effect on the date hereof, during the administration
and until the completion of the distribution of my estate, and
until the termination of all trusts created in this will or any
Codicil hereto and until the completion of the distribution of
the assets of such trusts. I direct that all such powers shall
be construed in the broadest possible manner and shall be exer-
cisable without court authorization.
(2) In determining the federal estate and income tax
liabilities of my estate, my Executor shall have discretion to
select the valuation date and to determine whether any or all of
the allowable administration expenses in my estate shall be used
as federal estate tax deductions or as federal income tax deduc-
tions and shall have the discretion to file a joint income tax
return with my wife.
~~
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(3) If at any time any trust created hereunder (or an
share thereof if the trust shall have been divided into shares)
shall be of such value that, in the opinion of my Trustee, the
administration expense of holding the assets contained therein i
trust is not justified, my Trustee, in its absolute discretion,
may terminate such trust and distribute the trust property to th
person or persons then entitled to receive or have the benefit 0
the income therefrom or the legal representative of such person.
If there is more than one income beneficiary, my Trustee shall
make such distribution to such income beneficiaries in the
proportion in which they are beneficiaries or if no proportion is
designated in equal shares to such beneficiaries.
(4) My Executor and Trustee are authorized and empow-
ered to acquire and to retain, either permanently or for such
period of time as my Executor or Trustee may determine, any
assets, including non-income-producing real estate, whether such
assets are or are not of the character approved or authorized by
law for investment by fiduciaries and whether such assets do or
do not represent an overconcentration in one investment.
(5) My Executor and my Trustee are authorized and
empowered to disclaim any interest, in whole or in part, of which
I, my Executor, or my Trustee, may be the beneficiary, devisee,
or legatee, by executing an appropriate instrument (in accordance
~~
-9-
with section 2518 of the Internal Revenue Code of 1986, as
amended, or such similar section as may then be in effect).
(6) My Executor and Trustee are authorized and empow-
ered to sell at public or private sale, or exchange, and to
encumber or lease, for any period of time, any real or personal
property and to give options to buy or lease any such property.
Additionally, my Executor and Trustee are authorized and em-
powered to compromise claims, to borrow from anyone (including a
fiduciary hereunder) and to pledge property as security therefor,
to make loans to and to buy property from anyone (inClUding a
fiduciary or beneficiary hereunder); provided that any such loans
shall be adequately secured and at a fair interest rate.
(7) My Executor and Trustee are authorized and empow-
ered to allocate property, charges on property, receipts and
income among and between principal or income, or partly to each,
without regard to any law defining principal and income.
TENTH: No person who at any time is acting as a co-trustee
(if any) hereunder shall have any power or obligation to partici-
pate in or to exercise any discretionary authority that I have
given to my Trustee to pay principal or income to such person, or
for his or her benefit or in relief of his or her legal obliga-
tions. Such discretionary authority shall be exercised solely by
the disinterested co-trustee.
~~
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ELEVENTH: No interest of any beneficiary under this Will,
any Codicil hereto, or any trust created herein, shall be sUbjec
to anticipation or to voluntary or involuntary alienation.
TWELFTH: All estate, inheritance, succession and other
death taxes imposed or payable by reason of my death and interes
and penalties thereon with respect to all property comprising my
gross estate for death tax purposes, whether or not such propert
passes under this Will, shall be paid out of the residue of my
estate, as if such taxes were expenses of administration, without
apportionment or right of reimbursement. I authorize my Executor
and Trustee to pay all such taxes at such time or times as deemed
advisable.
IN WITNESS WHEREOF, I have set my hand and seal on this my
Last Will and Testament this ~ day of ~ ,1994.
JO~CCI~
SIGNED, 'SEALED, PUBLISHED, and
DECLARED by JOSEPH A. RICCI,
as and for his Last Will and
Testament, on the day and year
last above written, in the
presence of us, who, at his
request, in his presence, and
in the presence of each other,
all being present at the same
time, have hereunto subscribed
our names as witnesses:
(SEAL)
.~
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-11-
SELF-PROVING AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA :
: 55.
COUNTY OF CUMBERLAND
WE, JOSEPH A. RICCI and S'r" ("k ~ A (..0 PI II PCi' ,
f <:l.rr-('\'\1 J.... Kuhn , and 'R eJle.t'. BAU.b\ I tv , th
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 ~estator
signed and executed the instrument as his Last will and that he
had signed willingly (willingly directed another to sign for
him), and that he executed it as his free and voluntary act for
the purposes therein expressed, and that each of the witnesses,
in the presence and hearing of the Testator, signed the Will as
witness and to the best of his or her knowledge the Testator was
at that time eighteen (18) years of age or older, of sound mind,
and under no constraint or undue infl
, Testator
~ () 'Tn .m.A.cl<> ;:P. t\ -LL~~'-
witness l:l
w~ iJwl<Yt
Subscribed, sworn to, and acknowledged before
RICCI, the Testator, and subscribed and sworn
Sh,r\e..~ A (1)Al\PCe..
Q,ef\e.e, &ublih.-.
of F
-r AmrT1\1 L ~uh f"\
. I . Cll;;t--
, w1tnesses, th1s ~
me by JOSEPH
to before me
, and
A.
by
day
, 1994.
~ L\. ~~11
Notary Public ~
U NOT"FM,LSEAl
liSA A 1\ISHaAUGH. r'!c~J.ry Public
rvieC;.:'anicsb,,~:9, C,~.:'~::r:?~~ ~o:~ty
~'~Y_~~~~"Jn ~.~_,~~:::_-:,-~::,~: 1,~_~~~5-_
-12-
FIRST
CODICIL TO LAST WILL AND TESTAMENT OF
JOSEPH A. RICCI
.;2\ - Od- - CJ3;.f
I, JOSEPH A. RICCI, do hereby make, publish and declare this to be the First Codicil to
my Last Will and Testament dated, June 8, 1994.
FIRST. I do hereby amend my Last Will and Testament dated June 8, 1994, by
adding a new Article thereto to be known as Article THIRD, which shall read as follows:
ARTICLE THIRD
I hereby give, devise, and bequeath all of my interest in Resident Health.com, Inc.
and Resident Health.com, L.P. to my son, Scott Ricci, should my wife have
predeceased me.
SECOND. I do hereby further amend my Last Will and Testament, dated June 8,
1994, by renumbering current Articles THIRD through and including TWELFTH, to Articles
FOURTH through and including THIRTEENTH.
THIRD. I hereby republish and reaffirm my Last Will and Testament as herein
modified, amended and supplemented by this First Codicil as if such Will were set out here in
full and do incorporate it by this reference thereto, and do hereby republish and declare my Last
Will and Testament as amended, modified and supplemented as my Last Will and Testament.
[INTENTIONALLY LEFT BLANK]
-1-
':'
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this ~
day of May 2000.
JU(\" (}COO
.~,L
J EP A. RICCI
(SEAL)
The foregoing Codicil was signed, sealed, published and declared by JOSEPH A. RICCI
as and for the First Codicil to his Last Will and Testament and he did also republish and reaffirm
his Last Will and Testament as by this First Codicil amended as and for his Last Will and
Testament in our presence, and we, at his request and in his presence, and in the presence of each
oth r, have hereunto s bscribed our names as :tnesses on the above date.
0' . of q .J, '.LfLI4.U!lit-<1/U7
of
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of f1L edw1uh}",,'!-
PI/
-2-
COMMONWEALTH OF PENNSYL VANIA
SS.
COUNTY OF CUMBERLAND
WE, JOSE A. RICCI, an
:dt.
, the Testator and the
first duly sworn, do hereby declare to the undersigned authority that the Testator signed and
executed the instrument as a codicil to his Last Will and that he had signed willingly and that he
executed it as his free and voluntary act for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the Testator, signed the codicil as witness and to the
best of his or her knowledge the Testator was at that time eighteen (18) years of age or older, of
sound mind, and under no constraint or undue influence.
---
, witnesses, this
dayo~2000.
Ju..~ . 3,&000
11'dk ~~J_____
Notary Public .
sa!.lBlON.O uOIleloossveluBNJisuuad 'Jaqwaw
WOl'9~ .",Vi saJ!'lx3 UO\SSlWWO:J ~Vi
~unOOPUBJ.laqwn:::> 'Woe! fiJIlQSO!Uetp8V\1
OIIGnd "'1lI0N 'alJa!el ene40!Vi
. rees 1"~"ION
-3-
,
"
CERTIFICATION OF NOTICE UNDER RULE 5.6Ca}
Name of Decedent: R
Date of Death: 9 1/ 2
Will No. 2002-00934 Admin. No. 21-02- 3
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Co Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on
Name
Address
MARY RICCI
6 DEVONSHIRE SQUARE
MECH NI B R
6 BUTTERNUT LANE
E NIC U
6752 DANBROOK COURT
FR E CK
7449 OAKMOUNT DRIVE
BATON RO GE
PA 1 50
JOSEPH RICCI
PA 05
LISA WRZESINSKI
SCOTT RICCI
LA 81
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Date: \.C2.\~ Od
Signature SUSAN E. LEDERER
Name:
Address: 4811 J
H R
-'..1
-
-
Telephone(717) -6 2-732
Capacity:
x
Personal Representative
Counsel for Personal
Representative
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of
Ricci, Joseph A
, Deceased
No. 21 - 02 - 0934
Date of Death 9/11/2002
Social Security No. 076-30-6269
also known as Dr. Joseph A. Ricci
Mary E. Ricci
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvani
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. l!We verify that the statements made in this Inventory are tr
and correct. l!We understand that false statements herein are made sUbject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsmcation to authornies.
Attorney:
Susan E. Lederer
Signature:
1.0. No.:
44861
Signature:
Signature:
Address:
Address: 6 Devonshire Square
Mechanicsburg, P A 17050
4811 Jonestown Rd.
Suite 226
Harrisburg, P A 17109
Telephone: 717/652-7323
Telephone: 717-796-2208
Dated: 19
Personal PropertY
Resident Health.Com, Inc. - Commerce Bank Account #: 0513067967, titled to Resident
Health.Com, Inc. [Corporation, Resident Health.Com, Inc. filed out of existence/withdrawal
affidavit with Commonwealth of Pennsylvania, Department of Revenue stating that Resident
Health.Com, Inc. ceased to transact business and distributed all assets on December 31, 2001.
The above amount was maintained to pay outstanding expenses and tax liabilities for tt&.' G
Corporation (see items I, 4, & 5 on Schedule I). Sole shareholder of corporation was S~h
A R. 'J 0"..
. ~1 rn ~
~
0;
6,549.
d
w
::oflJ
mc
tc-., _
"'..... v
'"
Refund from AMA Insurance Agency, Inc.
c)
'-
~
I
W
1'41.
1998 Mercury Grand Marquis (Sale Value)
Tl
Total Personal Pr6Pi!rty
~
\()
N
0\
~;~~ ,:,;
--.:' .
,A,ODD.
~
$1&;691.4
(Attach addnional sheets if necessary)
Total Personal Property and Real Estate
$10,691.4
:".lI<1OE~.("'QO)
REV-1500
! -r 05 - 3
, '- '.....
II '>~'-
I
~7
~,JJ COMMONWEA~ TH OF PENNSYLVANIA INHERITANCE TAX RETURN I FILE NUMBER
DEPARTMENT OF REVENUE RESIDENT DECEDENT 21 02 0934
~?T_23Cl;01
HARRIS8URG,PA 17128-0601 . COUNTY CODE YEAR NUMBER
DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL) I SOC1AL SECURI1'{ NUMBER
Ricci, Joseph A 076-30-6269
!;;
w DATE OF DEATH (MM-DQ-..'fEAR) I DATE OF 81RTH (MM-DD-YEAR) I THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
Q
w 09/ll/2002 06/04/l938
u REGISTER OF WILLS
w
Q (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) I SOCIAL SECURITY NUMBER
Ricci, Mary E.
~ 1. Original Return o 2. Supplemental Return 0 3, Remainder Return (date of death prior to 12-13-82)
w
~ 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death after IlSI 5, Federal Estate rax Return Required
~-
u~ 12-12-82)
w" IlSI
~o 6, Decedent med Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Allach 0 8, Total Number of Safe Deposit Boxes
,,~
" of Will) copy of Trust) -
" 0
< 9. Litigation Proceeds Received 0 10. Spousal pove~,,~redit (date of death between 0 11.Election to tax under Sec. 9113(A) (Attach Set1 0)
12-31-91 and 1-1-95 \j\HRhm;[ltj~mlg111I~j~imtl~,
:iHI$!$ECl:iIC:iN!~U$i1if~EieQMe~€it!fj)liJilliliJ'cjQRaESP0NDE:~eEi:iiNj)i:CQNJ(IQElimiliii!:rliXi(NFiQAM'Atli!>liiiSI!QU~ilHIiEDIAE~j),il:0~i!i
AME COMPLETE MA1UNG ADDRESS
,;,~ Susan E. Lederer
~ro IRM NAME (If appficable) 4811 Jonestown Rd.
~o
OZ Law Offices of Susan E. Lederer Suite 226
u~
ElEPHONE NUM8ER Harrisburg, PA 17109
717/652-7323
, I
1, Real Estate (Schedule A) (1) None 'J"'" GIAL (!' fo, O~"L.\'
I
2. Stocks and Bonds (Schedule B) (2) None i
I
3. Closely Held Corporation, PartnershIp or Sole-ProprIetorship (3) 6,549.49 -. f
:J :lJ !
4. Mortgages & Notes Receivable (Schedule D) (4) Non&;; , 8 !
:JJIP i
::j lr. '" i
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 4,141.9~ ':''':~I_g: I
(Schedule E) f=: C)
r, I
6. Jointly Owned Property (Schedule F) (6) None :z:
0 Separate Billing Requested I I
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 1,025,503.95 I.>J ,
(Schedule G or L) ',.) (aG )1';()36, 195 ,37
8. Total Gross Assets (total Lines 1-7)
1 } :;:,
-",
*'
"0;";.':>\1.
'1_\.
-;
I
I
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
10. Debts 01 Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
5,919.790-
9,793.74
N
m
(11)
15,713.53
12. Net Value of Estate (Line 8 minus Line 11)
(12)
1,020,481.84
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
mBdB (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
1,020,481.84
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15, Amount of Line 14 taxable at the spousal tax rate, 1,020,481.84 x ,00 (15)
or trans1ers under Sec. 9116(a)(1.2)
Z ,045 (16)
0 16. Amount of Line 14 taxable at lineal rate x
.
<
.,
" 17, Amount 01 Line 14 taxable at sibling rate x .12 (17)
~
0
u
x 18. Amount of Line 14 taxable at collateral rate
. x ,15 (18)
~
19. Tax Due (19)
0.00
0.00
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
, ! ' >. eefSURE'TO'ANSWERi:ALL'QUESTIONS'ON REVERSE SIDE}U"O' RECHECK MATH <<",.. , ..
..,..,.....;C"y.....
Copyright 2000 form software only The Lackner Group, Inc.
Form REV.1500 EX (Rev. 6.00)
Decedent's Complete Address:
STREET ADDRESS
6 Devonshire Square
CITY
Mechanicsburg,
I STATE PA
I ZIP 17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits (A + 8 + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3) 0.00
(4)
(5) 0.00
(SA)
(58) 0.00
Make Check
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:
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; or... ............................................ .................................................................
d. receive the promise for life of either payments, benefits or care?..............................................................
2. If death occurred after December 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?........
4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which
contains a beneficiary designation? ............... .. ......... ............. .................................. .................... .....................
Yes No
~ I
o ~
o ~
~ 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.
Under penalties of perjury. I declare thai I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief, it is lrue, correct
and complete. Declaration of
preparer other than the personal representative IS based on all information of which pre parer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS DATE
ryE. Ricci
6 Devonshire Square
Mechanicsburg, P A 17050
IBLE FOR FILING RETURN
ADDRESS
SIG TURE OF PREPARER OTHER THA REPRESENTATIVE
Susan E. Lederer
ADDRESS
Rd.
PA 17109
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P .S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax 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 twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P .S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .S. ~9116
1.2) [72 P .S. !j9116 (a) (1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P .S. ~9116 (a) (1.3)J. 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.
.
SCHEDULE C
CLOSEL V-HELD CORPORATION,
PARTNERSHIP or
SOLE-PROPRIETORSHIP
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ricci, Joseph A
I FILE NUMBER
21-02-0934
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the
decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM
NUMBER
I
DESCRIPTION
VALUE AT DATE OF
DEATH
6,549.49
Resident Health.Com, Inc. - Commerce Bank Account #: 0513067967, titled to Resident Health.Com,
Inc. [Corporation, Resident Health.Com, Inc. filed out of existence/withdrawal affidavit with
Commonwealth of Pennsylvania, Department of Revenue stating that Resident Health.Com, Inc. ceased to
transact business and distributed all assets on December 31,2001. The above amount was maintained to
pay outstanding expenses and tax liabilities for the Corporation (see items 1,4, & 5 on Schedule I). Sole
shareholder of corporation was Joseph A. Ricci]
TOTAL (Also enter on Line 3, Recapitulation)
6,549.49
. J'fir~\~n~fti~,\~(~.~ 1 ~-03 WED 03: 16 Pt1 ~ESI DENTHEAL THO/284N. 2P2 717 ,.1,,63
..~_~~~I..L-.~,;;:,,,,,,,;~ ' . 1297
P.01
238[][][]11117
~@(f)Y
I,
"
"
"
DI;PARTMENT USE ON~ V
I ^1 tM OF PENNSYI VANIA
'v'rNT OF REVeNUE OUT OF EXISTENCE/WITHDRAWAL
II ^U Of' CCMf'UANCE
':!l CLEARANCE: SECTION AFFIDAVIT
;r:f'lT 2&O~47
,IIJn.G.P,A.1712Q-0947
"I "JUMBI:R (717)7B3~6052. PLEASE PRINT OR TVPE INFORMATION
If'170\GtlrVI(;&S lor Taxpayeri
. ..I'nQ<<n\1 spukll1gNf.I:t;la Only) --
"'~e-r5e side or this form must be completed. Section A pertains to a PA corpOfaUon or a foreign corporation that operateCl
, IIp,nnsylvf.tnla. seclion B pertaJns to sU other foreign corporations.
.1f10n or
"'o"ty 2 / 0 1 / 2 0 0 0
AccounliD 4275 - 0 0 9
,,~Ion P A
Entity 10 (EIN) 25 -18 52 624
'.,,,on/Taxpayer ResidentHealth. Com, lnc,
J.. \ ~-r
day Of _~"",)(.r
I year ~belore me
"..dScot to A, Staiger
or aHJrms; J was connected with ~he above corporation and have knowledge of its affairs.
Monlh
12/31/01
Doy
I a.nd all assets were
ro. ;:eased to transact business in Pennsylvania on or about"
y,..
(;1 disldbuted on
12/31/01
,and since that tlme, the corpOfation haS not owned any property located in Pennsylvania,
Month
o.y
Year
) ;! '1 olfll;::e therein, nor has performed any salas ac~vjty, and does nol intend to Itansact further business in the Comrnonwealth.
never transacted business. or held assels in Pennsylvania, please use !he words NEVER TRANSACTED BUSINESS In place 01
':n
"11' Affidavit does not affect the status of the Certifioate of Incorporation/Authodty 01 this COfpOl'a.tion but does permit the Depadmenf 01
I''jh the use of the prQSent name of the corporation to another corporation,
lvll,S not,o be filed by a PA corporation UUIlzin9lts PA charter to conduct bUaineS$ in another slate. Out of state corporations
'dl';>lness '0 pennsylvanIa are subject to t8J( and should file this document only upon teasing activity in pennsylvania.
'I1tl subscribed before me this
_ _ day 01 .11 jl uent/Jr-vear .;(0<1 ;l
,
~,~
(Signalure 0 Allianl)
TIT1-~: CFO
Illle, District JustIce, or Authorized Agent,
, ill of Revenue)
","on expireS . \k 1'-1 II ,year
::')-~1'>
N ,,'''7-
r. ~;.ia~.1 Seol
F. Gre~ory 1'0)(, NafEuy Public
Lemoyne -aOfO, Cumberland county
My CommiSSion ExpIres July 11, 2004
M.mIlGr,Pemsyiv~l.tIOIlOIN I1iI
o
5179 East Trindle Road
Mechanicsburq, PA 17050
(presenloddress of AIII.nl)
Telephone Numb.r
., I '7 - '1 " a- i.'ill;)
f
"
I'
PLEAS~ PRINT OR TVPE INFORMATION
NO FI~ING FEE
r
'i'
I.
cFoPA3 02105/01
23800011117
'1'- ',',',,. . ~EB-12-03 WED
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEAL TI-\ OF PENNS'Il\lAN1A
INHERITANCE TAX RETURN
RESIDENT DE'CEDENT
ESTATE OF
Ricci, Joseph A
I FILE NUMBER
21 - 02 - 0934
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
1 Refund from AMA Insurance Agency, Inc.
DESCRIPTION
VALUE AT DATE OF
DEATH
141.93
2
1998 Mercury Grand Marquis (Sale Value)
4,000.00
TOTAL (Also enter on Line 5, Recapitulation)
4,141.93
'.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Ricci, Joseph A
I FILE NUMBER
21- 02 - 0934
ESTATE OF
This schedule must be comoleted and filed if the answer to anv of ouestions 1 throuah 4 on oaae 2 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF
NUMBER Include the name of the transferee, theirrelalionship to decede nt and the dale of transler. VALUE OF ASSET DECD'S EXCLUSION TAXABLE VALUE
Atlach a copy cl \l1e deed tor real estate. INTEREST (IF APPLICABLE)
1 Deferred Compensation Plan for Executives of Highmark, 71,860.56 100% 71,860.56
Inc. and Affiliates, titled to Joseph A. Ricci, Mary E. Ricci,
; beneficiary
i
I
2 PNC Advisors IRA Account #: 27270013324677, titled to 929,171.34 100% 929,171.34
Joseph A. Ricci, Mary E. Ricci, beneficiary
3 Commerce Bank Time Deposit (Individual IRA) Account #: 24,472.05 100% 24,472.05
10349, titled to Joseph A. Ricci, Mary E. Ricci, beneficiary
i
i
,
I
I
TOTAL (Also enter on line 7, Recapitulation)
1,025,503.95
'.
SCHEDULE H
AJNERAL EXPENSES &
ADMII'IS1RA11VE COSTS
COMMOW'WEAl TH OF "PENNSYLVANIA
INHERITANCE TAX RETURN
AESIDENTDECEDENT
ESTATE OF
Ricci, Joseph A
I FILE NUMBER
21 - 02 - 0934
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A,
B,
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Funeral Bill
2,056.80
2
Funeral Flowers
144.10
3
Funeral Luncheon
146.27
4
Thank you notes (postage)
28.12
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
2.
Street Address
City State
Year(s) Commission paid
Attomey's Fees Law Offices of Susan E. Lederer
1,500.00
Zip
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Cumberland County Register of Wills
78.50
5. Accountant's Fees
6.
Tax Return Preparer's Fees
Steve Scheuchenzuber, CPA
1,600.00
7.
1
Other Administrative Costs
Keefer Wood Allen & Rahal, LLP (fee to obtain original Will and Codicil)
314.00
2
Cumberland County Register of Wills (Underestimate of Estate, Inventory, and Spousal
Return)
52.00
TOTAL (Also enter on line 9, Recapitulation)
5,919.79
'.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF ?ENI'IlS'l'L \I ANlA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ricci, Joseph A
I FILE NUMBER
, 21 - 02 - 0934
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
Scott Staiger (Accountant for Resident Health.com)
925.00
2
Visa Bill
5,929.32
3
Business Phone Bill
53.59
4
West Shore Tax Bureau (Final Payment for Resident Health.com for tax year 2001)
334.62
5
PA Department of Labor PAVe Fund (Final Payment for Resident Health.com for tax year 2001)
2,551.21
TOTAL (Also enter on Line 10, Recapitulation)
9,793.74
REV-1S13 EX+ (9-00)
..
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I FILE NUMBER
21- 02 - 0934
RELATIONSHIP TO
DECEDENT
Do No' .
AMOUNT OR SHARE
OF ESTATE
Ricci, Joseph A
I.
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Mary E. Ricci
6 Devonshire Square
Mechanicsburg, P A 17055
Wife
100%
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
(Cr ((?) If2) ~f
FIRST
CODICIL TO LAST WILL AND TESTAMENT OF
JOSEPH A. RICCI
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I, JOSEPH A. RICCI, do hereby make, publish and declare this to be the First Codicil to
my Last Will and Testament dated, June 8, 1994.
FIRST. I do hereby amend my Last Will and Testament dated June 8, 1994, by
adding a new Article thereto to be known as AIiicle THIRD, which shall read as follows:
ARTICLE THIRD
I hereby give, devise, and bequeath all of my interest in Resident Health.com, Inc.
and Resident Health.com, L.P. to my son, Scott Ricci, should my wife have
predeceased me.
SECOND. I do hereby fmiher amend my Last Will and Testament, dated June 8,
1994, by renumbering CUlTent AIiicles THIRD through and including TWELFTH, to AIiicles
FOURTH through and including THIRTEENTH.
THIRD. I hereby republish and reaffirm my Last Will and Testament as herein
modified, amended and supplemented by this First Codicil as if such Will were set out here in
full and do incorporate it by this reference thereto, and do hereby republish and declare my Last
Will and Testament as amended, modified and supplemented as my Last Will and Testament.
[INTENTION ALL Y LEFT BLANK]
-1-
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this ':;;
day ofM&r2-GGG,
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JGJ'SEPH A RICCI
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(SEAL)
The foregoing Codicil was signed, sealed, published and declared by JOSEPH A. RICCI
as and for the First Codicil to his Last Will and Testament and he did also republish and reaffirm
his Last Will and Testament as by this First Codicil amended as and for his Last Will and
Testament in our presence, and we, at his request and in his presence, and in the presence of each
other, have hereunto s*bscribed our names as pitnesses on the above date,
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COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
.. WE. JOSEH A. RICCI, and') , ,; ',ll: !i\i!r~,'c
G'r)),;1 >7::._ / ..~ Tj::'.UC"..i"-"-/~:nd' '/<;;: /,;: "p~'1~ , the Testator and the
witnesses, respectively, whose names are signed to the attached or foregoing instrument, being
first duly swam, do hereby declare to the undersigned authority that the Testator signed and
executed tbe instrument as a codicil to his Last Will and that he had signed willingly and that he
executed it as his free and voluntary act for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the Testator, signed the codicil as witness and to the
best of his or her knowledge the Testator was at that time eighteen (18) years of age or older, of
sound mind. and under no constraint or undue influence.
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cgCQ)[PW
LAST WILL AND TESTAMENT OF
JOSEPH A. RICCI
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I, JOSEPH A. RICCI, of Hampden Township, Cumberland County,
Pennsylvania, do hereby make this my Last will and Testament,
revoking any former wills and Codicils made by me.
FIRST:
I am married to Mary Emily Ricci, and all references
to my wife in this will are to her. I have three children:
Joseph A. Ricci (born July 8, 1962); Lisa Wrzesinski (born
February 22, 1965); and Scott Ricci (born December 18, 1968).
These and any other children born to or adopted by my wife and me
are described in this Will as "my Children," or as "a child of
mine." Any person born to or adopted by a child of mine is
described in this will as "my issue." Provided, however, that no
adopted person shall benefit hereunder unless the order or decree
of adoption is entered before such adopted person attains the age
of twenty-one (21) years.
SECOND: I give my tangible personal property and all
casualty insurance that I am carrying on said tangible personal
property to my wife, or, if she does not survive me, I give all
furs and jewelry, if any, to my daughter, Lisa Wrzesinski, and
the balance of my tangible personal property to such of my
children who are living at my death to be divided equitably among
or between them as they may determine, or, if they are unable to
agree, as my Executor shall determine, after considering the
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wishes of such children. I have complete confidence that my
wife, my children or my Executor will honor any written instruc-
tions that I may leave with regard to said tangible personal
property. Any such property not so distributed shall be sold,
and the proceeds added to my residuary estate to pass as hereaf-
ter described.
THIRD: I give, devise and bequeath the rest, residue and
remainder of my estate, real and personal, to my wife. Should
she not survive me, or to the extent that she, or her executor,
or other successor in interest, disclaims any interest, I give,
devise and bequeath such rest, residue and remainder, or interest
therein or portion thereof, to my Trustee, hereinafter named, IN
TRUST NEVERTHELESS, to be held, administered and distributed for
all purposes as part of the Bypass Trust.
FOURTH: The Bypass Trust shall be held, administered and
distributed as follows:
(1) My Trustee shall pay to or apply for the benefit
of anyone or more of my said wife, my children and my issue,
until division into shares pursuant to Paragraph (3), all of the
net income from the Bypass Trust in convenient installments in
such shares and proportions as my Trustee in its sole discretion
shall determine primarily for the medical care, education,
support and maintenance in reasonable comfort of my said wife,
children and issue, taking into consideration to the extent my
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Trustee deems advisable, any other income or resources of my said
wife, children and issue known to my Trustee, considering that my
wife is the primary object of my bounty.
(2) Prior to division into shares pursuant to Para-
graph (3), my Trustee may pay to or apply for the benefit of any
one or more of my said wife, children and issue such sums from
the principal of the Bypass Trust in such shares and proportions
as in its sole discretion shall be necessary or advisable from
time to time for the medical care, education, support and mainte-
nance in reasonable comfort of my said wife, children and issue,
taking into consideration to the extent my Trustee deems advis-
able, any other income or resources of my said wife, children and
issue known to my Trustee, considering that my wife is the
primary object of my bounty. Any payment or application of
benefits for a beneficiary pursuant to this Paragraph shall be
charged against this Trust as a whole rather than against the
ultimate distributive share of such beneficiary to whom or for
whose benefit the payment is made.
(3) Upon the death of my said wife, the entire remain-
ing principal of the Bypass Trust shall be divided into equal
separate shares so as to provide one (1) share for each then-
living child of mine and one (1) share for each deceased child of
mine who shall leave issue then living. The share provided for a
living child of mine shall be distributed to such child. The
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share provided for a deceased child of mine who shall leave issue
then living shall be distributed per stirpes to such issue.
(4) If at the time of my death, or at any later time
prior to final distribution hereunder, my said wife and all my
issue are deceased and no other disposition of the property is
directed by this Trust, then and in that event only, the then-
remaining property of this Trust, together with any undistributed
income, shall be divided and paid over and distributed as fol-
lows:
(a) Twenty-five percent (25%) to the College
of the Holy Cross, Worcester, Massachusetts, to estab-
lish a permanent sCholarship fund in joint memory of my
parents, Mr. and Mrs. Joseph S. Ricci, and my wife's
parents, Mr. and Mrs. Anthony P. Sacco.
(b) Twenty-five percent (25%) to those per-
sons then living who would then be my heirs, their
identities and respective shares to be determined in
accordance with the law then in effect in the Common-
wealth of Pennsylvania, as if I had then died intes-
tate;
(c) Twenty-five percent (25%) to those
persons then living who would then be my wife's heirs,
their identities and respective shares to be determined
in accordance with the law then in effect in the
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Commonwealth of Pennsylvania, as if she had then died
intestate; and
(d) Twenty-five percent (25%) to Georgetown
University Medical School, Washington, D.C., to estab-
lish a permanent scholarship fund in joint memory of my
parents, Mr. and Mrs. Joseph S. Ricci, and my wife's
parents, Mr. and Mrs. Anthony P. Sacco.
FIFTH:
If any share hereunder becomes distributable to a
beneficiary who has not attained the age of twenty-five (25)
years, then such share shall immediately vest in such benefici-
ary, but notwithstanding the provisions herein, my Trustee shall
retain possession of such share in trust for such beneficiary
until such beneficiary attains the age of twenty-five (25) years,
using so much of the net income and principal of such share as my
Trustee deems necessary to provide for the proper medical care,
education, support and maintenance in reasonable comfort of such
beneficiary, taking into consideration to the extent my Trustee
deems advisable any other income or resources of such beneficiary
or his or her parents known to my Trustee. Any income not so
paid or applied shall be accumulated and added to principal.
Such beneficiary's share shall be paid over and distributed to
such beneficiary upon attaining the age of twenty-five (25)
years, or if he or she shall sooner die, to his or her executors
or administrators.
I recommend that my Trustee consider dis-
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tributing all income from such share to such beneficiary when
such beneficiary attains the age of twenty-one (21) years. My
Trustee shall have with respect to each share so retained all the
powers and discretions had with respect to the trusts created
herein generally.
SIXTH: Anything in this will to the contrary notwithstand-
ing, no trust created herein shall continue beyond twenty-one
(21) years after the deaths of one, the last to die of my issue
living at the time of my death; and two, all issue, living at the
time of my death, of the individual serving as President of the
United States at my death and all issue, living at the time of my
death, of said individual's five (5) immediate predecessors in
said office; upon the expiration of such periOd, all trusts shall
terminate and all the assets thereof shall be distributed to
those beneficiaries (and in the same proportions) as are then
entitled to receive the income therefrom.
SEVENTH: If any beneficiary and I should die under such
circumstances as would render it doubtful whether the beneficiary
or I died first, then it shall be conclusively presumed for the
purposes of this my Will that said beneficiary predeceased me;
provided, however, that if my wife shall die with me as afore-
said, I direct that my wife shall be conclusively presumed to
have survived me.
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EIGHTH:
(1)
I name my wife, Mary Emily Ricci, as my Execu-
trix.
If she is unable or unwilling to serve, I name daughter,
Lisa wrzesinski, as my Executrix. I direct that my Executrix and
my alternate Executrix, and their successors, herein referred to
as my Executor regardless of number or gender, serve without bond
in any jurisdiction in which called upon to act.
(2) I name PNC Bank, N.A., of Mechanicsburg, Cumb-
erland County, Pennsylvania, and my daughter, Lisa wrzesinski, as
my Co-Trustees. I direct that my Co-Trustees, and their succes-
sors, herein referred to as my Trustee regardless of number or
gender, serve without bond in any jurisdiction in which called
upon to act.
(3) Except as otherwise provided herein, if PNC Bank,
N.A., should fail to qualify as my Trustee hereunder, or for any
reason should cease to act in such capacity, the successor or
substitute Trustee shall be some bank or trust company with trust
powers, which successor or substitute Trustee shall be designated
in a written instrument filed with the court having jurisdiction
over the probate of my estate and signed by my wife, or if she
fails to act, signed by or on behalf of a majority of my children
who have attained the age of eighteen (18) years, or if they fail
to act, by the court having jurisdiction over the Trust. The
situs of the Trust may be transferred to the situs of such
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successor or substitute Trustee by designation in the written
instrument aforesaid.
(4) For services as Executor and Trustee, my Executor
and Trustee shall receive reasonable compensation.
NINTH:
(1)
I give to any Executor and to any Trustee
named in this will or any Codicil hereto or to any successor or
substitute Executor or Trustee all of the powers enumerated in
this will and all of the powers applicable by law to fiduciaries
in the Commonwealth of Pennsylvania and in particular through the
Pennsylvania Probate, Estates and Fiduciaries Code, as effective
and as in effect on the date hereof, during the administration
and until the completion of the distribution of my estate, and
until the termination of all trusts created in this Will or any
Codicil hereto and until the completion of the distribution of
the assets of such trusts. I direct that all such powers shall
be construed in the broadest possible manner and shall be exer-
cisable without court authorization.
(2) In determining the federal estate and income tax
liabilities of my estate, my Executor shall have discretion to
select the valuation date and to determine whether any or all of
the allowable administration expenses in my estate shall be used
as federal estate tax deductions or as federal income tax deduc-
tions and shall have the discretion to file a joint income tax
return with my wife.
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(3) If at any time any trust created hereunder (or any
share thereof if the trust shall have been divided into shares)
shall be of such value that, in the opinion of my Trustee, the
administration expense of holding the assets contained therein in
trust is not justified, my Trustee, in its absolute discretion,
may terminate such trust and distribute the trust property to the
person or persons then entitled to receive or have the benefit of
the income therefrom or the legal representative of such person.
If there is more than one income beneficiary, my Trustee shall
make such distribution to such income beneficiaries in the
proportion in which they are beneficiaries or if no proportion is
designated in equal shares to such beneficiaries.
(4) My Executor and Trustee are authorized and empow-
ered to acquire and to retain, either permanently or for such
periOd of time as my Executor or Trustee may determine, any
assets, including non-income-producing real estate, whether such
assets are or are not of the character approved or authorized by
law for investment by fiduciaries and whether such assets do or
do not represent an overconcentration in one investment.
(5) My Executor and my Trustee are authorized and
empowered to disclaim any interest, in whole or in part, of which
I, my Executor, or my Trustee, may be the beneficiary, devisee,
or legatee, by executing an appropriate instrument (in accordance
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with section 2518 of the Internal Revenue Code of 1986, as
amended, or such similar section as may then be in effect).
(6) My Executor and Trustee are authorized and empow-
ered to sell at public or private sale, or exchange, and to
encumber or lease, for any period of time, any real or personal
property and to give options to buy or lease any such property.
Additionally, my Executor and Trustee are authorized and em-
powered to compromise claims, to borrow from anyone (including a
fiduciary hereunder) and to pledge property as security therefor,
to make loans to and to buy property from anyone (including a
fiduciary or beneficiary hereunder); provided that any such loans
shall be adequately secured and at a fair interest rate.
(7) My Executor and Trustee are authorized and empow-
ered to allocate property, charges on property, receipts and
income among and between principal or income, or partly to each,
without regard to any law defining principal and income.
TENTH: No person who at any time is acting as a co-trustee
(if any) hereunder shall have any power or obligation to partici-
pate in or to exercise any discretionary authority that I have
given to my Trustee to pay principal or income to such person, or
for his or her benefit or in relief of his or her legal obliga-
tions. Such discretionary authority shall be exercised solely by
the disinterested co-trustee.
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"J""\..,'(", cJ" -t.,\..___
,
-10-
ELEVENTH: No interest of any beneficiary under this Will,
any Codicil hereto, or any trust created herein, shall be subject
to anticipation or to voluntary or involuntary alienation.
TWELFTH: All estate, inheritance, succession and other
death taxes imposed or payable by reason of my death and interest
and penalties thereon with respect to all property comprising my
gross estate for death tax purposes, whether or not such property
passes under this Will, shall be paid out of the residue of my
estate, as if such taxes were expenses of administration, without
apportionment or right of reimbursement. I authorize my Executor
and Trustee to pay all such taxes at such time or times as deemed
advisable.
of
and seal
,/']
'p:- '
'-,"~ : .-v,-.<,:",-
h ".
on this my
IN WITNESS WHEREOF, I have set my
Last Will and Testament this '6,-rt\., day
hand
, 1994.
//"'^"'} '7
/~I
"'0], . ....,..
,./. :L-'-f-:"-'....., ,"'t.e (
JOSEFH';'A. RICCI
,,(---
(SEAL)
SIGNED, 'SEALED, PUBLISHED, and
DECLARED by JOSEPH A. RICCI,
as and for his Last will and
Testament, on the day and year
last above written, in the
presence of us, who, at his
request, in his presence, and
in the presence of each other,
all being present at the same
time, have hereunto subscribed
our names as witnesses:
~:/-,;"~~,
/:-:<~
:<.I.:/-:'-~~'i:) .," ,<J .
.._f
..
/~
./--'
."
-11-
SELF-PROVING AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
S8.
COUNTY OF CUMBERLAND
~ WE, JOSEPH A. RICCI and ::;'1'11 ,- \t ~ [2j l.\:': F.I I \ (-'(e
10..,-,,\;'1"\'-1 1- J<U hn and I~ tnu, i3r-\u.b\, t-l.-, the
Testator Jand 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 (willingly directed another to sign for
him), and that he executed it as his free and voluntary act for
the purposes therein expressed, and that each of the witnesses,
in the presence and hearing of the Testator, signed the will as
witness and to the best of his or her knowledge the Testator was
at that time eighteen (18) years of age or older, of sound mind,
and under no constraint or undue inf~nce.
/ / /J
'0, ",' /' /,j
)'-J! 'J-c>!l.,c ,1' \ /1_ ,- .( -{ .. .
J~SEP~~A. RICCI, Testator
//;
.".'/'c__;.
'Witness
-:"'/;; ,.-./'"
"._.l
'j.,"." .;.;-',
..::\
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I'
witness
J.
r:
/'"
subscribed, sworn to, and acknowledged before me by JOSEPH A.
RICCI, the Testator, and subscribed and sworn to before me by
Sl'\u'\(\1 ~\ I "~'+\\\P(:L -re\lfHT\l1 L (-<(uh(\ , and
~ I. '.\' i . f . . d
1/-"flte.. &.H_ll~in. w~tnesses, th~s y' -. day
of QCL/\...C 1994. l I' ,
() >/-1.'1(;-"-) l("'<
'.~- ~.-- ""--,,,C--L ___~
Notary Public
; i ,
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November 5, 2002
Susan E. Lederer
Law Offices
4811 Jonestown Road
Suite 226
Harrisburg, P A 17109
Re: Estate of Joseph A. Ricci
Social Security # 076-30-6269
Dear Ms. Lederer:
I am writing in response to your letter of September 30, regarding the estate of Dr. Joseph
A. Ricci. Dr. Ricci was a participant in a qualified defined benefit retirement plan, a non-
qualified defined benefit retirement plan and a non-qualified deferred compensation plan.
Below I have listed the exact names of the plans and the survivor benefits due to be paid
to Dr. Ricci's spouse.
. Highmark Retirement Plan (qualified) - $505.11 - Monthly benefit payable to
spouse for the remainder of her lifetime.
. Highmark Supplemental Retirement Plan - $467.76 - Monthly benefit payable to
spouse for the remainder of her lifetime.
.. Deferred Compensation Plan for Executives ofHighmark Inc. and Affiliates -
$71,860.56. Paid to spouse in lump sum on November 1,2002.
To my knowledge, this is the extent of the payments Dr. Ricci's spouse or estate will
receive from Highmark plans following Dr. Ricci's death. If you have further questions,
please feel free to contact me at 975-7254.
Sincerely,
;?t:~d~R-
Richard Little
Director, Corporate Employee Benefits
C~nlp Hil!, i'(cmlsylv<lIli,] li()l)f)
www.lliC..hlllclrk.colll
...--.,
0PNCADV1S0RS
November 7, 2002
Susan E. Lederer
Law Offices
4811 Jonestown RD
Suite 226
Harrisburg Pa 17109
RE: Estate of Joseph A. Ricci
SSN 076-30-6269
D/OID 9/11102
Dear Attorney Lederer:
Enclosed you will find an EVP report of the Date of Death value for assets in Dr. Ricci's
IRA. This IRA was adopted on December 14, 1989 and titled the Joseph A. Ricci IRA.
There were no changes in the title since it's inception.
Mary E. Ricci was named Primary Beneficiary of this IRA. On September 24, 2002, I
met with Mrs. Ricci. We discussed the options available to her as beneficiary. She
decided to roll the IRA over into her own name. This rollover has been completed.
I am also enclosing on PNC letterhead the information for the other accounts Dr. Ricci
held at PNC Ban1e
Mrs. Ricci has supplied me with a Death Certificate.
Please call me with any questions or concerns you have with this information. I
apologize for not responding to your request for information in a timelier manner. I had
to draw data from a number of sources and it took longer than I expected to put
everything together.
Sincerely,
~ '---- \ .
l~C<'-.:'-".3-..~i\" [)~."-"l c(j'
Carrie M. Vogelsong
Asst. Vice President
Trust Advisor
A member of The PNC Financial Services Group
4242 Carlisle Pike Camp Hill Pennsylvania 17011
www.pncadvisors.com
Eataee valuA~on
O~tl!ll of Ceau; 091111200Z Ac.c.eunt '-*-d:l;;l'1CLj \ 33~ lo'l'l ~.tat8 at: JOSEPH ANTRIONY ~:===
Repo:c't 'l"yp8: Cac.. of tleat.::
Valu.tion Cat.: 09/11/2002 CD{(e.LV,On ,rode. I,.)\i c.o.:((\€... NUmber or S'cur~t~..: :5
PrcoeBD~n9 Dac.8: 05/13/2003 Fib ::I: 33.2&61:
Seow;.i ty \jO~e.\SC\1CJ ")\ \:::'\D:::' Mean anci/or D.1v nnd. Int !8ow:':.ty
Snares Adjustment' AClCJ:'Ua.h Y'Llu.
or PlU" D..c::c'i'Puon Bigh/A.k Low/Bid
1) 951S.77 BLACKIOCX FeS (0919270fOI
IWJ\lICEIl nlOn
lWleJU;l 11.90000 aid
09111/2002 11.900000 674.54 114.01C.SO
21 50000 n:ez>w. HCME LN SItS 131J3HIlU.1
Dealer Quate
e7C: Of/0212001 Hat, Of/02/Z008 5.6251 10' .15625 Bid
09/11/Z002 104.156250 52.070.:J
Int: Of102/Z002 to 09/11/2002 1,242..19
J) 500eO >'ZllEllAL RCJ4Z %.II Bit 1313JllEW31
C.alar Quot..
eTC: Of/30/2001 Hat: 10/30/2006 S.S51
09111/2002 102.20125 Bid
102.281250 51,:'40.63
Int' Of/30/2002 to 09/111Z002 1,009.79
41 SOOOO =EllAL H""" LIl BIt 13133>d:.A61
noaler' Quate
eTC: 0./1712001 Ha.: Of117/2009 S.075'
0911112002 102.1S625 Bid
10Z .lS62S0 S1.07e.l~
Int: Of/17/2002 to 09/11/2002 1,215.00
SI 50000 n:eEllAL RCOlE LN Ill<S (313:M<G311
Oealor Quate
eTC: 03/Z7/2002 Ma~: 03/27/2005 5'
09/1112002 100.12S00 Bid
100.12S000 50,062.=:
In.: 03/27/2002 to 09/1112002 1,l:39.a9
') SOOOO n:CEllAL HCOG: %.II HKS (313JlOlSS1)
Deds:c' Quote
eTC: OS/29/2002 Ha.: OS/29/2009 S.07Sl
09/11/2002 102.29125 Bid
102.2012S0 51,140.6'3
Int: OS/29/2002 to 09111/2002 032.Z9
7) " 30000 n:CEllAL IlCJ<Z %.II BItS (313JH101')
Deal.;;- Quoe.
CTC: 06/2'/2002 Hat: 06/2'/2009 S.62'
09/11/200Z 103.59375 Bid
103.593750 3"1,079.13
In.: OS/2f/2002 to 09/11/2002 3S0.62
01 SOOOO FECEIlAl, HCJ411 1.)1 BIt3 C313:31G'3UI
Dea.l8Z' Quote
CTC: 05/1Z12002 Mat, 0511Z/2007 S.151
09/11/2002 102.18'50 Bid.
10Z. U7500 51.093.75
Int: 06/12/2002 to 09/1112002 636.60
9) 50000 FlCEllAL FlUl>l CR BItS C0Il9 131331QAlf71
n..l.1' Quot.
CTC: 09/05/2002 Mot: 09/05/2006 f'
09/1.112002 100.S937S Bi<l
100.5937S0 .50,296.aa
Int: 09/05/2002 to 09/11/Z002 33.33
10) . 50000 n:CElW. NAn laQ ASsN Nm (31351'1=1
Oe&l.:o Quo~e
CTC: 04/04/2002 Hat: Oflof/2000 5.7S'
0911.1/2003 100.Z5000 Si<l
100.2S0000 50,125.00
Int: 0410fl2002 to 09/11/2002 1.2S3.02
Pag_ 1
This ~opo=~ yae produced with Esta~eval. A p~d~~ at Eatate Valuations' Pricinq Syetam.. In~. It you hav8 quooeions.
p18a8o cont.act EVP !y.t~ a~ (819) 313-6300. (Rovioion '.4.1)
'!;~,
eo OJ; ....1;1....... U~/~./.c;""'u.. ............... ........ ............ ._.~--_.- ---
.a'J.uacion Daea: 09/11/2002 , R8po~t :ype: cac. o~ o....tJ1
R~cce~,~nq Cate: 05/13/2003 , N~.r at ggcur1~.: :5
ru. m: mU7~
$hars. S8=unty Hean and/er Div and IAt Slourity
or Par C.'c::'1.1)uon IIl.qb/AoJe Low/Diel MjuGtmaD.ta Aeauala VILl.ua
III 50000 nmJW. llA:ri. )ftG AlISIl IaN lU3(lUlr.Il
a_aleI' Q!Joe.
a~: 00/30/2002 Wo.: 00/30/200' 5.0'
09/11/2002 102.15625 e...
102.155250 51.0'9. :::;
Yn.: 0&/30/2002 00 Ot/ll/2002 iS2.Sa
121 SOOOO ~ NAn !erG ASSIllml (3136n2P&1
DaaJ.ezo ~ot.e
aTD: 06/29/2002 Ka.: 06/30/2010S.'S'
09/1l/2002 101.6SS2S BJ...
101.656250 50,625.13
Int: 06/28/2002 to 09/11/2002 562.39
131 50000 FEl:IEIWo lQ:I. It1'G AlIa ImI' IU3&J'2/OKll1
aealer Qu.Ot.8
CTD: 09/10/2002 Wo.: oS/10/2008 0."
0"11/2002 100.40&25 B1..
100.406250 SC.:OJ_~
Ynt: 09/10/2002 co 09/11/2002 6.53
14) SOOOO J'IllElWo NAn Ift'!l AllSll H'ftl 1313&F20H21
aeillar Quoee
a!n: Ot/lO/2002 Wo.: 09/10/2009 9.01'
09/11/2002 100.12500 D...
100.125000 SQ,CU..50
Int: 09/10/2002 to OS/ll/2002 5.9&
151 115&.581 FEl:IE1IAntl QWll TIl l31U8U02)
m8n SD.S
lQSCAQ
0t/11/2002 11.52000 Bi..
11.520000 lJ. 78".51
1&) 35000 FEa:IW. H_ /Jf lll<:!J 1313_=)
Ceillel' Quat.e
a!n: 03/12/2001 Wot: ot/12/200& &.Oll
0t/11/2002 100.00000 81..
100.000000 3S.COO.O::
:nt: 03/12/2002 t. OS/11/2002 1,0115.91
17)
20000 UNI= STATES 1'REASURY NT (91282'0981
" OTe
aTe: 08/15/1994 Mat: 08/15/2004 '.25\
09/2&/2002 109.93750 109.9'500 A/B
Int: 08/15/2002 t. 09/2&/2002
109.90&250
21,981.25
1&5.49
18) 92832.73 FIIELITY lmEY I1!IRKIrr FIlND
108.73
92,832.73
Total Value
Total Accrual
Total $929,171.34
$11,296.18
$917,875.16
'age 2
th1a :aport Wile pro~uce4 v1th !.t&t.~l. . prcduat. ot tatat. Valuat.iona & pricing System.. Zn~. It yc~ have qY..e1ons.
pl.... ~QAE.C~ EVJ Sywtum. at CB1S} 31~~E300. (R8vi~ion S.4.1)
.' .
0PNCAuV1S0RS
November 7, 2002
RE: Dr. Joseph A Ricci
SSN 076-30-6269
D/O/D 9/11/02
The following information pertains to PNC banking accounts:
PNC Checking account
Titled:
Established:
Date of Death Balance
PNC Home Equity Line of Credit
Titled:
Established:
Date of Death Balance:
C~~~l\Jl~r
Carrie M. Vogelsong \
Asst. Vice President
Trust Advisor
#5003883868
Dr. Joseph A and Mary E. Ricci
2/22/02
$ 132.57 no accrued interest
#4003048109296434
Dr. Joseph A. and Mary E. Ricci
5113/02
$73,149.49
A member of The PNC Financial Services Group
4242 Carlisle Pike Camp Hill Pennsylvania 170\1
www.pncadvisors.com
Commerce
_Bank..
December 20, 2002
Susan E Lederer
Law Offices
4811 Jonestown
Harrisburg, PA
Rd Ste 226
17109
RE: Estate of: Joseph A Ricci
Social Security #: 076-30-6269
Date of Death: September 11, 2002
Dear Sir/Madam:
In reference to the letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Checking
Account #: 512042888
Date Opened: 10/26/88
Primary Owner: Dr Joseph A Ricci
Secondary Owner: Mary E Ricci
Date of Death Balance: $53,017.86
Type: Checking
Account #: 512042896
Date Opened: 10/21/88
Date Closed: 9/26/02
Primary Owner: Dr Joseph A Ricci
Secondary Owner: Mary E Ricci
Date of Death Balance: $9,954.81
Commerce Bank I Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
.. ,"..
Commerce
_BankNA
Type: Checking
Account #: 513067967
Date Opened: 1/27/00
Account Title: Resident Health.Com Inc
Authorized Signers: Joseph A Ricci
Mary E Ricci
Scott C Ricci
Michael Serluco
Date of Death Balance: $6,549.49
Type: Savings
Account #: 616066463
Date Opened: 4/5/99
Primary Owner: Mary E Ricci
Secondary Owner: Joseph A Ricci
Date of Death Balance: $27,417.15
Type: Savings
Account #: 616106269
Date Opened: 1/6/00
Primary Owner: Mary E Ricci
Secondary Owner: Joseph A Ricci
Date of Death Balance: $22,648.84
Type: Time Depo sit :r,.... X '"- '''"' "P- \ :J::..,<...~ /-\::.(,01.1-"\ I \-
Account #: 10349 7~';TlC v-l\ 'r\W'C\o..\.A.ol\\":> ~.).l.~Oo
Date Opened: 11/10/95
Primary Owner: Joseph A Ricci
Beneficiary: Mary E Ricci
Date of Death Balance: $24,472.05
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 795-7118
ext. 3151.
Sincerely,
'\, [\ \.- .
lLC," ''''Lt,- '[ r'Y)~-,
Wanda J. Morris
CIF Associate
Commerce Bank I Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001~8599
/'?- 9'<6-~
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-28-2003
RICCI
09-11-2002
21 02-0934
CUMBERLAND
101
A.aunt Rem! tied
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
f~,j\_
'03
JUL 28
!\9 :20
SUSAN E LEDERER
S E LEDERER LAW OFFICE
4811 JONESTOWN RD 226G~,
HBG PA 1 ~U?ib(
MAKE CHECK PAYABLE AND REMIT PAYMENT 0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiEY=is4-j-ix-Af'P-("oFii3rNii'ficnil=-iiiiiiRiTANCE-YAlTAPPRAisiifENT~--ALi.-ojjAi"-cE-o-R----------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RICCI JOSEPH FILE NO. 21 02-0934 ACN 101 DATE 07-2 003
TAX RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roal E.t.t. ISchsdul. A)
2. Stocks and Bonds (Schedul. B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. KortQages/Notes Receivable (Schedule DJ
5. C.shIB~ DeposltslHlsc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
) CHANGED
(1) .00 NOTE: To insu proper
(2) .00 creel! t to you ccount,
(3) 6.549.49 .ubIoit the up portion
(4) .00 of this forn h your
(5) 4 .141. 93 tax pay.ant.
(6) .00
17J 1.025.503.95
(8) 1,036,19 37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expens.s/A~. Costs/Misc. Expenses (Schedule H)
10. Dobts/Nortgags Lisbilities/Lisn. ISchedule I)
11. Total Deductions
12. Net Value of Tax R.turn
13. Charitable/Gov8rnnental Bequests; Non-elected 9113 Trusts (Schedule J)
l~. Net Value of Estate Subject to Tax
5,919.79
9.793.74
Ill!
(12)
(13)
(14)
(9)
(10)
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total ~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Qo..,t of Line 14 ..t Spou.al r.t. (15) 1,020,481.84 X 00 = 00
16. AllDUnt of U... 14 taxsbl. .t U.....lICla.s A r..t. (16) .00 X 045 = 00
17. Anount of U... 14 .t Sibling ...t. 117J . 00 X 12 = 00
18. Amount of Line 14 tex&ble at Coll.teral/Class B rete (18) .00 X 15 = 00
19. Principal Tax Due (19)= .00
CREDITS:
DATE
.
INTEREST/PEN PAID 1-)
_BER
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
ANOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
I IF TOTAL DUE IS LESS THAN $1. NO PAYNENT IS REIlUIRED
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU NA E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCT S.)
STATUS REPORT UNDER RULE 6.12
~~~~
Name of Decedent: RI
Date of Death: 9/11/2002
Will No. 21-02-934
Pursuant to Rule 6. 12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
I . State whether administration of the estate is complete:
Yes X No
2 . If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3 . If the answer to No. I is Yes, state the following:
a.
account with the Court ?
Did the personal representative file a final
Yes No X
b . The separate Orphans' Court No. (if any) for
the personal representative' s account is:
c . Did the personal representative state an
account informally to the parties in interest? Yes X No
d . Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this report.
Date:
1;)I/s/03
.
Signature
u n r r
Name (Please type or print)
4811 Jonestown Road, Suite 226
Hr'
Address
Capacity:
Personal Representati ve
c;
/. L
X
Counsel for personal
representative
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 171Z8-06Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
Recorded C.;.c€ cfJATE
Regi<'fJ" >"'\SESTATE OF
DATE OF DEATH
FILE NUMBER
'04 MAR -5 P 3 ~NTY
SUSAN E LEDERER ACN
S E LEDERER LAW OFFICE
4811 JONESTOWN RD 226 C1E'"
HBG PA 17109 Climb
RE'I~"EXlFP 15)
03-08-2004
RICCI
09-11-2002
21 02-0934
CUMBERLAND
201
JOSEPH
AlIOuni: R_1tied
MAKE CHECK PAYABLE AND REMIT PAYMENT :
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: To Insure proper credit to your account, sub.it the upper portion of this forn with your tax pa nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .....
REV=483-E;CAIWToI:.-li.3i-----iOi-iiiificE--Oj:--IiETEriiiiiiATiiiti-Ai.r.nssEiiiiIiEiij----------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF RICCI
JOSEPH
FILE NO.21 02-0934
ACN 201
DATE 03-08 004
ESTATE TAX DETERMZNATZON
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
.00
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
.00
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE IIF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A nCREDlr' ICRI, YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS
Recorei _
R~r '
I i.~ ;:;~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
./
,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
IEV-7UEX,lfP
.2>
SUSAN E LEDERER
S E LEDERER LAW OFFICE
4811 JONESTOWN RD :@~:
HBG PI{)ll'N:09
'04
1"0
;;\
03-15-2004
RICCI
09-11-2002
21 02-0934
CUMBERLAND
202
JOSEPH
Amount ReMitted
MAKE CHECK PAYABLE AND REMIT PAYMENT 0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account I sub.it the upper portion of this for. with your tax p t.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
REY=736-EiCAFP-Tiir:.-ozr----ii.-Niffii:riiF--IiE"ERMINAiioN-iNii-issEsifIiENr--------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF RICCI
JOSEPH
FILE NO.21 02-0934
ACN 202
DATE 03-15 004
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
.00
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
.00
5. Pennsylvania Estate Tax Due
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT 00
BALANCE OF TAX DUE 00
INTEREST AND PEN. 00
TOTAL DUE 00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU KAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIO I