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Home My WebLink About02-0958 Register of Wills of CumberlaI@ounty, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of EMILY R. PALMINTERI No. 21-02-958 also known as . Deceased Social Security No121 - 2 4 - 6 91 7 fl4r#6j,l fk- 9E:c.e~S&!'1l ",",o,l-(eIL .....--..,. -- ........ --...... ..-.-... ICOMPLETE -"'" OR 'S. BELOW" a A. Probate and Granl ollellers and aver thaI Petitionerls, is/are the execuI_ named in the last Will 01 th, Decedent. dated and codicillsl dated Sr......._.._~_. .._ _. _......_...& Except ., 'oUows. Decedent did not marry. w.. nol divorced. and dtd not t\...,. . child born or lIdoplec:f .he, IxeC:Ullon of lhe documents offer, 10.. proN'.; w.. not 1M victim 01 . killing end .0 never "judio.r~ incamp.t....: a e. Grant 01 leuers 01 Administration k..........I. __.___. __......_.... Petltlonerls' alter a proper search has/have ascertained that Decedent lell no Will and was surv,ved by the IOllow,ng spOus lif anyl and heirs; r N...... AIIf..rionstwp Residence T".....C R PALMINTERI SON 5218 Windso~ Blvd. Mechanicsburg PA 17055 - fCl:JM U:Tt: IN All :1 An.ch _ddlr,o".. '1M. I. ., n.c.s.~,V. Decedent was domiciled at death in Cumberland County, Pennsylvania, with hislher last lamil~ or ptinclpal res,denceat 0;711\ Winn"or Blvn.. Mechanicsburq, Lower Allen Tp., PA., .1705 -...- --.......-.. Decedent, Ihen 87 years 01 age, dIed October 8 2~ Center Community Hosiptal . at::)LaLe \,.;ul~ PA, Cull,=~~ T~. Oecect'enl .. d.ath owned property wuh eSI,m.'eef v.ues ., fOllOws: (If cfom.cded In PAl AN pe.sonal p,oper1V . . . . _ . . . .. ..... _ ...... III not domiciled in PAl P~'sanal properly In Pennsylvania. . fit nol dom.ciled In PAl P1Jfsonal p.opt!ny In eDlInt., . . . . . . . . . . . . . . . . . . . . Valve a. ,,,at est..e in Pennsylvama . . . . . . . . . . . . . . .. .. . . . . . . . . . . . . . . . . . . . Total. _ .. .... _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reaj E,lotc: SItuated .$ follows: 500,000.00 . . . $ $ . . $ $ . 0.00 :>UU,UUU.UU ". Wnerelcte. Petlltoner(sl 'I!!:pcc:tfully re'1ue~lIsJ rh~ probare of .hl! lasl w,n and CodlctlCsl presented With ,hl$ Petlllon .nd the O,an. o' leuers in .he .pptoprUlfe 'DIm Co the undersigned: Typed Of p"nlcd name altd ft:Sldt:n(1'! ~, James R. Palminteri 5218 Windsor B v ec anl.CS urg a ""11""1 "'7nn. no......... Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND Sworn to and affirmed and subscribed The Petitionerlsl above-named swearls) and affirm(sl that the statements ;n the foregoing Petition are true ar correct to the best of the knowledge and be);ef at Petitioner(s) and that, as personal representativels) ot the Deceden PetitionerCs) will well and truly administer the estate according to law. ~ ~V'~A- JAMES R. PALMINTERI before me this 25th day of October 20~ i':::L~I)b? 1").#" /~r'. L?---~'/ ,;euJ ~ ~~.;o/ DECREE OF REGISTER Estate of EMILY R. PALMINTERI Deceased No. 21-02-958 also known as Social Security No: 121-24-6917 Date of Death: October 8, 2002 AND NOW, October 25 2Q.QL... in consideration of the Petition on the reverse side hereon, satisfactory proal having been presented before me. IT IS DECREED that Letters 0 Testamentary [J of Administration ..... ........ _....... --'''' -.......-..-... are hereby granted to JAMES R. PALMINTERI in the above estate and that the instrument(s), if any. dated .' 0 described in the Petition be admitted to probate and filed of record as the'last Will 01 Decedent (''" FEES Short CertificatelsJ.......... $ Renunciation.................. $ Affidavit I I................. $ Extra Pages ( ,............ $ CodIciL......................... s 9.00 ~-~) nJ &6,. ~. ~""'/<;t'" Reot.,..., won. ~:JI'LU ~ Letters........................... $ 340.00 JCP Fee........................ Inventory & Tax Forms... Other....,...,........."""".. $ 5.00 . S S oe ~7"- Attorney: JEFFREY M. MOTTERN, ESQ. 1.0. No: 26020 Addrnss: 28 E. Main Street Hummelstown ~~ I/USb 717 %60'371A Hl05.112 REV. 8i88 (FEE FOR THIS CERTifiCATE S200\ WARNING: IT IS ILLEGAL TO AL TER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH VITAL RECORDS LOCAL REGISTRAR'S CERTIFICATION OF DEATH CERT. NO. T 5 2 8 3 9 31 ~;-- 4't'~~1H OF il;;--__ A\'\-":"''\..l;).~-------..:.. C;yt/t"':,-:;. :",~ "Z-r~~ Ilfll - 9>~- \~';, !!~i O' ':,:' - \~1 ,'~S"~,".,-;",, ':;;1 l.*~'~'*i '~-'., .. /,>>l \.~~ _ /~l ;.--!IMfNl \\\'*'i,,"'" "~"'I/"I/HIJIIIJ,J" O,h 10 cJCJt1..., ~ Oate ot Issue 01 fh;s Certjlicatiorr Name of DEcedent fAX, ; 01- ,..rSt 21-02-958 t. /02/-024 - 69/7 .f0 <IJ, I ..,. ~ ~ +. h ,. ) 1_"0,( Sex ;;)J I~ " J J Social Security No. Date of BirthC1"i..JJ IS: /91$ Birthplace Date of Death QI-t J f'. ....:Hv1.) I Place of Deat COLwty Race ~ ,'-J-;) Occupation ~ I~.. 1, D.i) < .F Decedent's Marital Statu~J j . . " . J Mailing Addr Informan~...... ' 4.!'{ ~ I...". ,.:.. 1-. . " I Funeral Director Name and Address of ::../ 111 LfL' I L A (:> I {).:;> Funeral EstablishmeRld" ~ I " ~.)I,.... u ~ .. .Il ,I . ~"'-f'" . j ~. I I " D ,,-.1-1 ( 'I<i.../. 1(. F ;J-.J. '/ v I , Interval Between Part I: Immediate Ca~se : Onset and Death (aW(t-4..<Jt~J..L-'-r ).:4",),,) : , r (b)..pl" . H .- ..; ~ ) Pennsylvania Armed Forces? (Yes or No) ~__~__ _..fiU._ "",c (c) (d) Part II: Other Significant Conditions Manner of Death ~ Describe how injury occurred: Natural Homicide Pending Investigation Could not be Determined o o o Accident [J Suicide [] Address 'I;.,. i --4. ~ J j u.. I. ~ /) 0 lOt!) 'i..... .1.... .u JiLl) J-t:, + , fl~ I 1 "lL{ W. , / (M,D,. 0.0" Coroner'-M,E.) 11./"01 _ Name and Title of Certfier This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filin ()~l;L,,{G?~", ~(?CJ.h S'rlielAddrBSg COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MOTTERN JEFFREY M 28 E MAIN STREET POBOX 87 HUMMElSTOWN, PA 17036 *-----~- fold ESTATE INFORMATION: SSN: 121-24-6917 FILE NUMBER: 2102-0958 DECEDENT NAME: PAlMINTERI EMilY R DATE OF PAYMENT: 01/08/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/08/2002 NO. CD 002022 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $21,395.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: JEFFREY M MOTTERN ESQUIRE CHECK# 3405 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WillS $21,395.00 DONNA M. OTTO DEPUTY REGISTER OF WillS v CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedenl: EMILY R. PALMINTERI Date of Death: 10/08/02 Will No. Admin. No. 21-02-0958 To the Register: I certify that nOlice of (beneficial interest) estate administration required hy Rule 5.0Ia) vH~~'Y~s' Court Rules was served on or mailed to the following beneficiaries of the above-captioned cstalC on ; Name Adg.tess James R. Pa~minteri 5218 Windsor Blvd. Mechanicsburg PA., 17055 Notice has now been given to all persons entitled thereto under Rule 5.6lal except Date: 01/29/03 -'.' Name Jeffrey M. Mottern, Esq. Addre." 28 E. Main Street Hummelstown PI'. 17036 Telephone117) 566- 3718 Capacity: _ Personal Representative X-.Cnunsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MOTTERN JEFFREY M 28 E. MAIN STREET P.O. BOX 87 HUMMElSTOWN, PA 17036 uhun fOld ESTATE INFORMATION: SSN: 121-24-6917 FILE NUMBER: 2102-0958 DECEDENT NAME: PAlMINTERI EMilY R DATE OF PAYMENT: 07/08/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/08/2002 NO. CD 002778 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,096.91 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: JEFFREY M MOTTERN ESO CHECK# 4342 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $4,096.91 DONNA M. OTTO DEPUTY REGISTER OF WillS J Register of Wills of Cumberland County, Pennsylvania INVENTORY , Deceased No. 21-~- 0.9-- 9s't Date of Death 101812002 Social Security No. 121-24-6917 Estate of Palminttri, Emily Rose also known as James R Palminttri 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 Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the 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 true 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 falsification to authorities. AUorney: Jefuey M. Mottern Personal Representative Signature: -M}~\! ~ Signature: I.D. No.: 26020 Signature: Address: 28 East Main Strett HummeIstown, Pa 17036 Address: 5218 Windsor Blvd. Mechaoicsburg, PA 17055 Telephone: (717) 566-3718 Telephone: --1.J.J ~ ., t , ~. ~ ). '" Dated: 7 ( II 0' Personal Property 424 AgereCommon Stock CUSIP #00845Vloo Class A 241.68 17 AgereCommon Stock Cusip #00845Vloo Class B 10.54 100 Avaya Common Stock Cusip #053499109 178.00 2,002 AT&T Common Stock Cusip#001957109 23,143.12 833 AT &tT Wireless Stock Cusip #00209A 1 0 qlUi\~) '! ;':-) 3,332.00 838 Comeast Common Stock Cusip #2oo30NlOl 14,665.00 1,738 Verizon Common Stock Cusip #077853109 Z'J Ed 8- n m. 56,311.20 2,212 Bell South Common Stock Cusip #079860102 46,031. 72 1,604 Lucent Technologies Common Stock Cusip #549463107 1,122.80 (Attach additional sheets if necessary) Total Personal Property and Real Estate 5597,638.59 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Palminteri, Emily Rose No. 21-03- Date of Death 1018/2002 Social Security No. 121.24.6917 also known as j Deceased 86,874.93 4,131 SBC Common Stock Cusip #845333103 77 NCR Common Stock Cnsip #62886EI08 1,260.89 VodafoneCommon Stock 873 QwestCommon Stock Cnsip #749121109 Miscellaneous personal property PNC Bank Checking Account No. 5140239649 , Way Point Bank Savings Accout 10199374 Way Point Bank Certificate # 516107114 Way Point Bank Certificate #516127291 Way Point Bank Certificate #5 1632930 Way Point Bank Certificate #529095318 Way Point Bank Savings Account #530013939 1,470.70 16,832.88 1,789.65 1,000.00 151,436.06 68,776.64 12,388.89 11,323.33 22,022.60 4,473.19 74,213.66 Total Personal Property $597,638.59 2 REV.1600EX.(e-o:It \,-'llt-1D REV-1500 INHERITANCE TAX RETURN RESIDE~T_~_ECEDENT___J . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OEPT.280601 HARRISBURG, PA 17128-0601 -------- DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) Palminteri, Emily Rose ~ z w c w " w c DATE OF DEATH(MK.f-UU-Y~K) -OATE OF B1RTH{MQ-uo:veARJ 05/15/2015 10/08/2002 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST AND MIDDLE INITIAL) ---- - IllI 1. Original Return 0 w ~ 0 4. Limited Estate 0 ::.:::5cn ,,~'" w~" 6. Decedent Died Testate (Attach copy ",00 0 0 ,,~~ ~.. of Will) ~ 0 9. Litigation Proceeds Received 0 2. Supplemental Return Ji OFFICIAL USE-ONLY FilE NUMBER 21 COUNTY CODE "lSo 6(l e>;;l. YEAR NUMBER SOCIAL SECURITY NUMBER 121-24-6917 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCiAl SECURITY NUMBER 4a. Future Inlerest Compromise (date of death afler12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-9.J and 1-1-95) o 3:-Re-mainder Relum (date Of death -prior to l2=-f3=82/-' o 5. Federal Estate Tax Return Required 1 8. Total Number of Safe Deposit Boxes o 11.Election to tax under Sec. 9113{A) (Attach Sch 0) ,~ "'z Ww ~c ~z 00 ,,~ AME Jeffrey M. Mottern , II IRM NAME (If applicable) Jetfrey M. Mottern, Attorney at Law ELEPHONE NUMBER 717/566-3718 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) z o ~ " ~ ~ " w ~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o ' Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 28 East Main Street Hummelstown, P A 17036 ~~ .~ " " (1) Non<B - \...,...PFFICIAl E"ONLY --- .- (2) 252,004.22 L.. c:: (3) None r'- I (4) None CtJ -"0 (5) 345,634.37 ljJ -- C::J (6) 57,548.85 r-..J ---- (7) None (8) 655,187.44 (9) 46,014.80 ------- (10) 18,130.10 (11) 64,144.90 591,042.54 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 591,042.54 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) ------------ ------ z 16. Amount of Line 14 taxable at lineal rate 591,042.54 .045 (16) 26,596.91 0 x " -------- .. ~ " 17. Amount of Une 14 taxable at sibling rate (17) ~ x .12 2 0 " ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 26,596.91 ! ---- ---. 20. 0' !1!!mlmlijlll~li:I!lml!!!lm!!m!lll!~!iliIilml!mmlllllll!_lilIIiI!IIl!III_I___IIlI_...lIIIBIHImHIIIIIIIIIIIIIIIIIIIIII!lJimm!I!!lIIl11l1!liIIllllill:i11IHHiIIl11IlIIlm![ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 5218 Windsor Blvd. CITY um_-1STATE PA fZIP17055- - .-- Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 1 g) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 26,596.91 -21,375.00' 1,12S:mr Total Credits (A + B + C) (2) 22,500.00 3. InteresVPenalty if applicable D. Interest E. Penalty (3) 0.00 ------ (4) (5) 4,096.91 (SA) (5B) 4,096.91 -----..----. TotallnteresUPenalty (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 + 5A. This is the BALANCE DUE. 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;............................................................................. 0 l8J b. retain the right to designate who shall use the property transferred or its income;................................ 0 l8J c. retain a reversionary interest; or............................................................................................................ 0 l8J d. receive the promise for life of either payments, benefits or care?......................................................... 0 l8J 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?...... ....... .... ... .... ... ....... ....... ... ........ .... ................... .... ....... ... ... .................... 0 l8J 3. Did decedent own an ~in trust for" or payable upon death bank account or security at his or her death? ...... 0 l8J 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?...... .... .......... ....... '" .... ....... ........... .............. ... ... .... ......... .... .... ...... .... ... ..... 0 l8J IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ------------- Uniler-penalties of perjury. I declare that I have examined this return. including accompanying schedules and statements, end to the best of my knowledge and belief, it is true, correct and complete. [)eclaralion of ~~_!>~e:r other Iha_n_!he personal repre~entalive !~_~ased on all in!?rmationof_~hi~h prepa~~~!s any knowl~~~_:...._______ -GNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS k.v' ~_~U ~ ~ - ... -PERSONRE~F~R~ 5218 Windsor Blvd. Mechanicsburg, P A ADDRESS--- 17055 DATE l1tt 03.. 0"""--- -ADORESS-- 28 East Main Street Humme1stown, Pa 17036 ------oATE-- 7/BI0-3 r d es 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 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 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. ~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% [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. \. ~\.~ ~, ~, " - r ~.~\ \ .,. . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNS'l1...VANIA l""ERrTN>lCE TAX REllIRN RESIDENT DECEDENT ESTATE OF Palminteri, Emily Rose I FILE NUMBER 21 - 03- All property Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE NUMBER OF DEATH I 424 Ag...e Common Stock CUSIP #00845V I 00 Class A .57 241.68 2 17 Ag...e Common Stock Cnsip #00845V I 00 Class B .62 10.54 3 100 Avaya Common Stock Cusip #053499109 1.78 178.00 4 2,002 AT&T Common Stock Cusip #001957109 11.56 23,143.12 5 833 A T&tT Wireless Stock Cusip #00209AIO 4.00 3,332.00 6 838 Corncast Common Stock Cusip #20030NIOI 17.50 14,665.00 7 1,738 Verizon Common Stock Cusip #077853 109 32.40 56,3 I 1.20 8 2,212 Bell South Common Stock Cusip #079860102 20.81 46,031.72 9 1,604 Lucent TecImologies Common Stock Cusip #549463 107 .70 1,122.80 10 4,131 SBC Common Stock Cusip #845333103 21.03 86,874.93 II 77 NCR Common Stock Cusip #62886E108 19.10 1,470.70 12 1,260.89 VodafoneCommon Stock 13.35 16,832.88 13 873 Qwest Common Stock Cusip #74912 1109 2.05 1,789.65 . TOTAL (Also enter on line 2, Recapitulation) 252,004.22 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY cor.4MONWEAL TH OF PENNS'I1. VANIA INHERIT.&NCE TAX RETURN RESIDEtft DECEDENT ESTATE OF Palminteri, Emily Rose j FILE NUMBER 21 - 03- Include the proceeds of litigation and the date the proceeds were received by the estate. All properly jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER I Miscellaneous personal property DESCRIPTION VALUE AT DATE OF DEATH 1,000.00 2 PNC Bank Checking Account No. 5140239649 3 Way Point Bank Savings Accout 10 1993 74 4 Way Point Bank Certificate # 516107114 5 Way Point Bank Certificate #516127291 6 Way Point Bank Certificate #51632930 7 Way Point Bank Certificate #529095318 8 Way Point Bank Savings Account #530013939 151,436.06 68,776.64 12,388.89 11,323.33 22,022.60 4,473.19 74,213.66 TOTAL (Also enter on Line 5, Recapitulation) 345,634.37 o PNCBAN< Decernber27,2002 Jeffrey M Mottern Attorney at Law 28 East Main St POBox87 Hurnmelstown, PA 17036 /scp RE: Estate of Emily R Palrninteri (Deceased) SSN: 121-24-6917 OOD: 10-08-2002 Dear Mr Mottern: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account#5140239649 Established 12-01-1981 EMILY P ALMlNTERl DOD balance: $151,398.72 + $37.34 accrued interest Please note that this office only provides date of death balances for deposit accounts (\RAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, f~,,<- ;1 lr~Ly~ Erica L Schlegel PNC Decedent Reporting Firstside Center 500 First Ave. 4" FI CIF Pittsburgh PA 15219-3128 1-800-762-1775 Member FDIC ~IWaYRqi!'Kt LOOK FOR US. WE.LL GET YOU THERE. 11/14/2002 JEFFREY MOTTERN 28 E MAIN ST HUMMELSTOWN P A 17036 The information which you requested on the account(s) of EMIL Y PALMINTERI (Social Security Number 121-24-6917) is/are as follows; Account Number 10197374 516107114 516127291 516132930 529095318 530013939 Class of Account SAVINGS CERTIFICATE CERTIFICATE CERTIFICATE CERTIFICATE SA Vn'iGS Date Opened 02/07/95 08/04/87 08/04/88 11/02/88 11/06/86 01/23/90 Principal Balance 68763.45 12382.91 11313.02 22003.99 4471.11 74199.43 Accrued Interest 13.19 5.98 10.31 18.61 2.08 14.23 Balance at Date of 68776.64 12388.89 11323.33 22022.60 4473.19 74213.66 Death Account Ownersbip ITO ITO ITO ITO ITO ITO Name of Joint DIEGO DIEGO DIEGO DIEGO DIEGO DIEGO Owner, if any PALMINW- PALMlNTERJ- PALMINTERJ- PALMINTERJ- PALMlNTERJ- PALMINTERJ - DE( 0 Date Ownership -I) DaD DE!D 1)1;(1) i)E.{ D 01/23/90 Was Established f> Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death ITO Account Ownership DIEGO Name of Joint PALMINTERJ- i):I.D Owner, if any Date Ownership Was Established 558188338 CERTIFICATE 10/16/90 42627.02 35.23 42662.25 Additional Information Requested rC;~;6 SENIOR SERVICES REP. >Ev.... EX. 13.... .- COMMONWEALTH Of PfNNSYlVANIA PfPAltfMENT Of REVENUE IVIEAU 0' (~AMI~ATlOH '.0. lOX 1321 HARRI$lUAc;, 'A 111005 SAFE DEPOSIT BOX INVENTORY ~UST IE COMPLETED IY ~EP~ESENTATIVE Of fiNANCIAL INSTITUTION WHERE SAfE DEPOSIT lOX 15 lOCATED AND RETURNED TO AIOVE ADDRESS iJ COUNTY CODE I FILE NUM8ER 3 SOCIAL SECURITY OR OtAlN CtRTlFlCATE NUM8ER 4 OtCtOENT'S NAME IL..., fh", Middl.l I DATI OF PEATH N I G- yY1 I L Y aco l3'Gq B, ~C>O 2- . ADDRESS OF DECEDENT (SlUff) IClTY) 45'''''EI flll" COOEI 18 wlrvfX5pC<.- 6LtJ(),/ /Vlc-cI-1J/.JJ(."S'6uf?(. 70~5 7 NAME AND ADDRESS OF PERSON REQUESTING IHE OPENING OF IHE SAFE OEPOlll 80X INAM I ty\. r'\I'UT17SC ^J) C-.:-4"', 1"0' AOOOESS) CCIIVI '''AIt) 1111 CODE) G~";r I'VHV\(:)'5/'l:.IWN Y',c\ OG3.c. I NAME, AOORElS AND RELATIONSHIP IIF ANYI TO DECEDENT, Of PERSONISI PREHNT AT THE 80X OPENING o. INAMEI {.nAnON5H"~ " G" .:,C,.,...-.., v./N'"""[l;I.:lI: , Ail- ISTO'" ADDOESSI ~. ':) IZII (0011 -;.:>2-<:: mRln jj... oc.?* It. (N.AM!.I tUlATlONSHlP) ..J1l~ (1, \//0/ /"VII VlTGa I 'SutJ, AOil1/n/C)r. CF&i:TfJ7b (STRU1 AOORESSI fCI'YI (STAff I IZ.."~~J S'd.IG (,v If) (Y-?07 !?{ u D (V\f..{I"A4Ji(~.,'SL'(ll: V'A n(J~ c. (NAME) (RelAtiONSHIP) (ClIVI ISTAn) <:?FJ (ZII(ODEI IXJ5<:'" NAME AND ADDRESS OF F1NANCIAlINST/TUTlO CHAMEI fi.C ~(~IJI<- (s'll.eu AOD!U$\ 'IJ~I(c.:,~ WHERE THE SAFE DEPOSIT 80X 15 LOCATED. DArE OF CONTRACT TO RENT lOX 13 NUMIER OF lOX IS1Anl ~C<;'6iJ(u-' ~ IIIP CODEI HAME Of PlR$ON MAKING LAST ENTRY " DATE AND TIME Of LAsr ENTRY NAME AND ADDRESS Of'ERSON,S! HAVING ACCES$ TO lOX a. (NAMEl (ADDRESSl b. 'NAMII IAOOOIS$1 NAME AND TITLE OF EMPLon TAKING THE INVENTORY ~~~ 7 A'6GVG WAS A WILL IN THE ~1 ./ o ns ~O '.,, a. dotf of wllh b. nome and addr... of p.rlonol '.p,.,..tatl".. If "om.d In Ih. will INAMEI jsrRHr ADDRESSI IClrYI IsT....ru (ZIP CODEI c. nam. and odd,... .f oltorney. If anv INAIo'fl (STREET ....OORESS) (CITY) lSTATE) IZIPCOOEI , . Page SAFE DEPOSIT BOX INVENTORY INSTRUCTIONS ~ of ~ (1) Cash, Roporllolol only. (2) Slacks: lI.1 In doloil overy common or proForrod cor'ilicolo, worronl or olhor rlghl' Found In box. Slacks oro 10 bo do.ignotod by nomo of company, corliFico'o numbor, dolo of corliFicalo, namo in which .Iock i. rogi'Iorod, and numbor of .horo. and class of .Iock. (3) Obligollons of U. S. Govornmonl: Numbor 01 ilom., doto of issuo, loco voluo. nomos in which rogislorod. (4} Bonds: Oo.ignolo by nomo. amount, .oriol numbor, or olhor do.ignolion. (5) Bank and Savings and Loan Pallbooks: 51010 namo 01 dopo.itor, numbor of book,lo'l doto oppooring In book. namo of bonk and branch, and bolanco. (6) Jowolry, Coins, SIomp.. Monu.crlpts, 01" Lilt and describo o. fully o. possiblo. (7} D..d., Morlgoges. Curronl In.uronco Pollclo. or olhor ovldonco. of Indobtodno..: lI.t and do scribe o. lully o. possiblo. (8} All olhor conlonts. ITEM NO. I ITEM DESCRIPTION ..... '" , ..,r: tv,l ;J.,"'=- On SoJJ co 'E~ 5~.. BGd ~.ovTI.JCO 8 '?,QOV':-J:> 0 (l '3r.>;J Ie AIl:"~ g'.(.:..~-<,'g;NtII;(~ 756 r;;f/Ci.$ ~ ;r OJ::~7 5:(( 11 ';<~~...J.>l L(" - J'J>- _ Ol! (;,etJ SibCK: CfYZT IlL. ,,1\::5 (2tc~(-''L<>Nf/j,l'- 10S- ~Ni:$ N C AWII"""~ or- DC.,c.(::.p6l\oT ~ ~ 'O(./'""' O~ c.:,(W ;2 r-;roo~ (~~. ..<rTC-:S 0:f.\'iL-!"oCvv.-1II (,; ~ Q.3C ~m ,,/lift- S~' r-; Ore srw SIOele:.. a::.er I 1-10'1 TC-S 'I': ~/l1k 998 fll'"v1 CoS 0 ~ fYJAaf:e-D , .... -' r- -' 'oC.It. I I corlily un .lor ponolty 01 porjury Ihallho obovo record Is corroct and complotolo tho bo.t of my knowlodgo and of. I ....-:;::;:....- Oat. I C.;a /J Print Nam' and' tl. -nTATE OF I L_ I FILE NUMBER 21-03 - ----- -- ------.-..... -----..- If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. *' SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT C'ECEDENT Palminteri, Emily Rose SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A James R. Palminteri 5218 Windsor Blvd. Mechanicsburg, PA 17055 son JOINTLY OWNED PROPERTY: -------- -------,------ -------OESCRIPTION OF PROPERTV-- ----- ITEM LETTER DATE Include name of financial institution and bank account number DATE OF DEATH %OF DATE OF DEATH FOR JOINT MADE DECD'S VALUE OF NUMBER TENANT JOINT or similar identifying number. Attach deed for joinUy-held real VALUE OF ASSET INTEREST DECEDENTS INTEREST estate. ------- ------..---- --- A 6 shares Agere Conunon Stock Class A Cusip # 3.42 50% 1.71 00845VI00 2 A 156 shares Agere Common Stock Class BCusip # 96.72 50% 48.36 00845VIOO 3 A 133 Shares Avaya Common Stock Cusip #053499109 236.74 50% 118.37 4 A 660.661 Shares AT&T Common Stock Cusip 7,485.29 50% 3,742.65 #001957109 5 A 213 Shares Comcast Conunon Stock Cusip 3,727.50 50% 1,863.75 , #20030NlOl 6 A 925.7648 Shares Verizon Conunon Stock Cusip 29,994.78 50% 14,997.39 #077853109 7 A 1072.9621 Shares Ben South Corp. 22,328.34 50% 11,164.17 Common Stock Cusip #079860 I 02 i 8 A 737.7002 Shares Lucent Teclmologies Cusip 516.39 50% 258.19 #549463107 9 A 2066.578 Shares SBC Common Stock Cusip 43,460.14 50% 21,730.07 #845333103 Total of Continuation Schedule(s) , - TOTAL (Also enter on line 6, Recapitulation) 3,146.69 57,548.85 *' I J__ SCHEDULE F JOINTLY-OWNED PROPERTY continued I __J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ----- -------- - -------- ---- --------- ESTATE _OF_ Palminteri, "mi:~~e ___ ____ I FILE -~~~~:~ If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. JOINTLY OWNED PROPERTY r----- ITEM ' LETTER NUMBER iFOR JOINT , TENANT A DATE MADE JOINT II~:::::: ~i~;n~~~~~~~tu~~::n~Pb~~J~:COU~-~-~:berl DA;~~;DE~TH I --~ O~ --- DATE -~F DEATH- or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET 'I~~~~~T VALUE OF estate. ! DECEDENT'S INTEREST ___ ____ __ ______n__ 50 Shares NCR Common Stock Cusip # 62886ElO8 955.00 50% 477.50 10 II A 471.4133 Shares Vodafone Common Stock 6,293.37 50% 3,146.69 Page 2 of Schedule F *' SCl-EDULEH RJt<ERALEXPENSES& ADMINSTRA1lVECOSTS CClMMONWEAL 111 OF PE"*'lSYL VAHlA IMtERlTH<<:E TAX REruRN RESIDENT CECEDENT ESTATE OF Palmint<ri, Emily Rose I FILE NUMBER 21 - 03- Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: I 1/3/03 Wetzler Funeral Service Inc. 12,607.48 2 1/3/03 Mayes Memorial Grave Memorial (50% of cost) 4,625.00 3 10/18/02 Hilton Garden lun State College Lodging expense for son/executor for Funeral 1,389.32 arrangements for parents both booed in Bellifonte, P A, less food and entertainment, inclnding B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees Jeffrey M. Mottern, Attorney at Law -- Jeffrey M. Mottern 9,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 18,000.00 Claimant James R. Palminteri Street Address 5218 Windsor Blvd. City Mechanicsburg Stata PA Zip 17055 Relationship of Claimant to Decedent Son 4. Probate Fees 10/25/02 Cwnberland County Regist<< of Wills Probate Fees 354.00 4/23/03 Regist<< of Wills-additional short certificates 24.00 717103 Register of Wills-additional short ce<tificates 15.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs I TOTAL (Also enter on line 9, Recapitulation) 46,014,80 *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OFPEI'#ISYLVN-lIA If\I1ERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Palminteri, Emily Rose j FILE NUMBER 21- 03- Include unreimbursed medical expenses. ITEM NUMBER I DESCRIPTION AMOUNT 12,507.05 1/3/03 Malpezzi Funeral Home Funeral Expenses for Diego Palminteri husband of Decedent, who predeceased decedent on Sept. 2002 2 113/03 Mayes Memorials Memorial Grave Marker Expense for Diego Palminteri; husband of decedent, who predeceased decedent on Sept. 2002 4,625.60 3 1/8/03 Return refund of U.S. Civil Service payment of October 3,2002 997.45 TOTAL (Also enter on Line 10, Recapitulation) 18,130,10 '\.. /"}-96- /0 BUREAU Of INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE Df INHERITANCE TAX APPRAISEHENT, ALLOIIANCE DR DISALLDIIANCE Of DEDUCTIONS AND ASSESSHENT Df TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-25-2003 PALMINTERI 10-08-2002 21 02-0958 CUMBERLAND 101 hount R...i tted JEFFREY M MDTTERN'OJr,.,jEP -2 28 E MAIN ST HUMMELSTOWN i.~A 17036 Ct..tllL 1\1' :1;9 *' IEY_1547 EX IoFP (n~") EMIL V R I I CHANGED III 121 131 141 151 161 17> .00 252.004.22 .00 .00 345.634.37 57.548.85 .00 181 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ... REV=is4"7-Ex-AFP-coFoiY-Nliricni,,-YriHERii'ANcn'Ax-il"ppRA"iSEMEN'f,--ALLOiiANCnii----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PALM INTER I EMIL V R FILE NO. 21 02-0958 ACN 101 DATE 08-25-2003 I~ an assessment was issued previouslY. lines 14. 15 and/or 16. 17. 18 and re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (IS) 16. A.aunt of Line 14 taxable at Lineal/Class A rate (16) 17. AlIIO\II\t of LI.". 14 at Sl.bll.nll rat. 117> 18. ABount of Line 14 taxable at Collateral/Class 8 rat. (18) 19. Principal Tax Due X D TAX RETURN liAS: I X I ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds ISchIldu1a BI 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes ReceiV8bl. (Schedule DJ 5. Cash/Bank DapositslMisc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Hisc. Expenses (Schedule HJ 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. ht Value of Tax Return 13. Charitable/Governmental Bequestsi Non-elected 9113 Trusts 14. Net Value of Estate Subiect to Tax NOTE: . INTEREST/PEN PAID I-I 1,126.05 .00 DATE 01-08-2003 07-08-2003 NUIlBER CD002022 CD002778 191 1101 46,014.80 00 = 045 = 12 = 15 = 1191= NOTE: To insure proper credit to your account, s~it the upper portion of this forn with your tal< paYllent. 655,187.44 64.144 90 591, 042.54 .00 591,042.54 19 will .00 26,596.91 .00 .00 26,596.91 26,617.96 21.05CR .00 21.05CR " If PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. I If TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR rNSTRlJr.:TTnNCt '1 18.130.10 1111 1121 1131 1141 ISchedu1e JI .00 X 591, 042.54 X .00 X .00 X AHOUNT PAID 21,395.00 4,096.91 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE '1S8-C1{)Od-.- e/ PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF tit THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Emily Rose Palminteri Date of Death: October fl ?nn? . Estate No.: 2002-00958 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: (dale) 3. If the answer to No. 1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes No x B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) 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: 2/27/04 u, vc PU1?uaqUlI1:) "" '-'}!laO Jeffrey M. Mottern, Esquire Name (Please type or print) 28 East Main street Hummel~town, PA 17n1h Address 80: 8\1 s- I1IfW va. 717-566-3718 Telephone No. (MAH:nntlAM3) j-O _~-:-~:F~28 ."" c",J JC<>8l:j Capacity: Personal Representative x Counsel for Personal Representative R.W.-68