Loading...
HomeMy WebLinkAbout02-20-15 (2) J . M p 1505618627 amasarm000 pe�ayroania a m%,n iroi REV-1500 C£FILIRL IISE ONLY a�reaurnme�meuaira,e� Go�mycoee vear ruerv�moer vo aox zeosoi INHERITANCE TAX RETURN 21 14 0583 Ha�r�se��g. an mze�oeoi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW SOC�BI S¢Cll�lry NUrt10B� oate oi oeam MM��YYYY �91P 0(Bltlh MMOOVVYV �6102014 02271921 � Decetlenfs Las�Name SuHix �ecedenfs First Name MI SENISE JOHN V (If ApplicaEle) Enter Surviving Spouse's Informalion Below Spouse'sLasWame SURix Spouse'sFirs�Name MI THIS RETURN MUST BE FILEO IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1. Oriqinal ReWm � 2. Supplemenlal ReWm � 3. Remaintler ReNm(tlaleoltlea�h prlor to 12-13A2) � a. qgriculWre ExemO�ian(da�e ot ❑ 5. FUW re Inleresl Compmmise(tlate of � 6. Federal Eslate T�ReWm Require0 tlea�h on or after]-L2012) tlea�h afler 12-02-82) a ]. �ecetlent�ied Tes�ate � 8. pecetlen�Maintainetl a LiNng Tmst 1 8. To[al Number of Safe Deposif Boxes (A�lach oopy oi will.) (AVach copy of ImsL) u1�. Lltigation Pmceees Received � 11. Non-Pmbate Trans(eree ReNrn � 12. peferrallElection ot Spousal Tmsls (Schetivle F antl G Pssets Only) � 13. Business Asse�s ❑ id. Spouse Is Sole Beneficiary (No tmst involved) CORRESPONUENT� THIS SELTIIX!MUST 2E COMPLETEO.NLL CORflE$PoNOENLE ANO COHFIDENTIAL TR%MPoRMNTION SHOULD BE DIRECiEO TO: Name Daytime Telephone Number FRED BACHMAN, TAX OFFIC 717-291-2636 Firsl Line of Atltlress FIJLTON BANK, NA Secon� Llne of Atltlress P . o . eox 321s Clty or Pos�Office State ZIP Coae LANCASTER PA 176043215 co...spa�aa�rsamanaaaress: FBACHMANoIFULT • COM � REGIS ROFWILLSOSlBNLYi� . '� O "1 l REGISTEROFWILLSUSEONLY - ' r'^. P/TE FILE�MMDOYYYY - U � � N C:J 3 �RTE FILE�9TAMP ,J I:1 Lp (> �� q PLEASE USE ORIGINAL FORM ONLV Side 1 L IIIII'llll'IIIIII�IIIIIIIIIIIIIIIIIIIIIIIIIII�III'lllllll'II /� 1505619627 1505618627 J � Estate of John V. Senise Executors (Page 1) Name Fulton Bank, NA Address P.O. Box 3215 Lancastei, PA 1]604-3215 Tax ID 23-1928421 1 1505618635 �1 REv.isoo Ex(rP) DecetlenCs Social Security Number oe�eeem�sname:SENISE JOHN V RECAPITl1LATION 1. RealEs�a�e(ScheOuleA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 145.000 � 0� 2. Slacks an0 Bontls(Schetlole B). . . . . . . . . . . . . . . . . . . . . . . . . 2 1 i 799 • 56 3. Closety Heltl Corporallon, Patlnership ar Sole-Pmprie�orshlp(Schetlule C)_ , , , , 3. � • 0� a. Morigages antl Notes Receivable(Schedule D), , , , , , , , , , , , , , , , , , 4. 0 . �� 5. Cash. Bank�eposits and Miscellaneous Personal ProperlY(Schedule E), , , , , , 5. 96,991 . 17 6. Jolntly Ownetl Pmperty(Schedule F) � Separa�e enling Repuesletl. . . . . e- O . OO �- Inle�-Viws T�ansters 8 Miscellaneous Non-P�o�ale P�operty (Schetlule G) � Separa�e Billing Requestetl. . . . . ]. O • 00 e. Total Gmss assers(m�ai �ines t mmugh�) , 8. 2 43�790 • 73 . . . . . . . . . . . . . . . . . s. Funeraiexpensesanandminisva�iveCos�s(ScnedWeN). . . . . . . . . . . . . 9. 40. 435� 95 t0. Deb�s of�ecetlent, Morlgage Liabllitles antl Liens(SCM1etlule p. . . . . . . . . . 10. 2 i 1$7 • 98 ��. io�aioeaucnonspo�ai�inessanaio). . . . . . . . . . . . . . . . . . . . . 1t. 42,593 • 93 1 z. �lec veme or esra�e��ine e minus L�i�e t t) . . . . . . . . . . . . . . . . . . . �z. 2 O 1,19 6 • 8 0 t 3. Charitable antl Govemmental Beques�sl5ec.9113 Tmsts br whiich an eiection m tax nas not been made(Scnetluie J). . . . . . . . . . . . . . . . �3. 60�167 • 54 ta. HetValueSUElectmrax(�inei2minusLinel3). . . ia. 141�029 • 26 TAX GALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES �5. Amount oi Line 14 tera0le atine spousaltaxrate.or Uansfers u er Sec 9116 �ax,_z>x _ o . 00 ,s_ o . 00 i6. AmountolLlne La�ara0le aulnealrateX.O'b o . 00 �6. o . aa 1). Amount of Line t4 taraele atsibiin9ratex.t2 � .0❑ n. 0 � 00 t8. Amount of Line 14 tarable atconatereiratex.�s 141�029.26 �e. 21.y54 . 39 19. TA% Dl1E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 2L,154 . 39 20. FILL IN THE BOX IF VOII ARE REpUESTING A NEFUNO OF AN OVERPAVMENT ❑ Untler Oenalties ol perlury,I eeciare tM1at I M1ava examine0 Pls mWm,IncluainB acrompanying acM1eOulea an0 atetemenls,an010 iM1e oest ot my knowledge and belie! I� Is Vue, c ec�an0 c mplete Oecla�aLon o!prepar rot�ert�an�M1e pe�on res0oneiblefm �Iling t�e reWm Is basetl on all 'mtorma�ion ofwMCM1 O�eparer Fas anyknowleEge SIGWUUREOFPERSONRESPONSIBLEFORFlLING�2EryR N � DATE, FULTON BANK NA BY� �J�¢�I.�7. 1`J¢i 1v�G1,1� Il�' O�Cfi� �1=(j/7 noorzess P • 0 • BOX 3215 LANCASTER, PA 17604-3215 SIGWINREOFPREPAREROTHERTHANPERSONRESPONSIBLEFORFlLINGTMERETl1RN DATE ADDRESS � i imii imi iiiii i�������4�ii�i�igi�iim iiiii iiii iiii Side 2 1505618635 J �masaei0000 reEv-isoo Ex ilv� vage 3 ciie uumeer Decedent'sComple[eAdtlress: 21 14 0583 oECEOENrs NnnnE SEN SE JO N V STREETf�ODRESS GITV STATE ZIP CAMP HILL PA 7011 Taz Payments and Credits: i. ra.o�e�aaqez,oneis� (i) 21,154 -39 2. CredilslPayments n. Pnor aaymems 18�2 4 0 • 0 0 a.oisco�nt 960 • 00 (see�instructions.7 io�ai Cretlits�n.e) (2) 19.200 •00 3 Interest (3) 0 • 00 4. If Line 1 is g�ea�e�Ihan Line 1 �Llne 3,enter�M1e tliRerence.This i5 the OVEFPAYMENT. Fiil in oval on Page P,Line t0 m repueat a refund (4) 0 • 0� 5. it��net + �'�ne3�sgreate�man�ine2,entermeainerence.TnisismeinxoUe. (5) 1.954 • 39 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWERTHE FOLLOWING QUESTIONS BY PLACING AN "%" IN THE APPROPRIATE BLOCKS 1. oiatlecetleNmakealransferanQ �� N° a �e�ain��e use or Income of�he pmpMy�ransfe�retl . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ � b. retain��e rigM1t to tlesignate wbo s�all use Ihe pmperry Vansferretl or Its Income . . . . . . . . . . . . . x c. retain a reversionary interes� . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d receivetM1epromiselorlifeo(ei�perpayments.benef�sorcare? . . . . . . . . . . . . . . . . . . . . . . ❑ � 2. If tlea��ocwrretl aker�ec. 12, 1982,tl10 Gece0enl��ansfer pmperty wi�M1ln one yearot tlea�M1 without recelving adepuate consitlera�ion4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑❑ � 3. Oid tlecedenl own an"in�ms�foY'or payable-upon-Jea�M1 bank accounl or securiry a�M1is or�er tleatM1? . . . , 4. Oid decedenl own an Indlvidual retirement accounl,annuity,or other non-prooate propetly,wM1lch v1 con�ains a beneficiarytlesignation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ �,-J IF THE ANSWER TO ANY OF THE ABOVE pUE5TI0N5 IS YES, Y011 MUST COMPLETE SCME�IILE G ANO FILE IT AS PART OF THE RETURN. Por tlates of tleath on or afler July 1, 1994, an0�efore Jan. 1, 1995,�he�a�rate imposetl on the net valoe oi Vansiers to or for t�e use af the surviving spouse Is 3 percen�[]2 P 5.�911 B(a)ry.1)(IJ;. Por tlares o( tleatM1 on or at[er Jan. �, 1995, Ne tax rate Imposea on tM1e net value of hansiers to orior I�e use o( Ihe survlving spouse is 0 percen� �]2 PS.§91 ifi (a) (1.1)(ii)].The statWe tloes no� exemp�a Uansfer�o a surviving spouse fmm�ax,antl tM1e s�aW[ory reQulremenLs for tlisdosure o�assels anC fi�ing a lar retum are still applicable even If iM1e surviving spouse is the only benefrciary. Por tla�es of tlea�M1 on or atter July t 2000: • The tax rate Imposetl on tM1e ne� value of Irans(ers (mm a Oeceased cM1iltl 21 years oF age or younqer at tlea1M1 to ortorihe use o(a nawral parenq an etloptive paren�or a s�ep�parent of iba c�lltl Is 0 parcent�]2 P.5§9116(a)(1 2)]. • TM1e tax rate Imposed on iM1e net value oi Uansfers to or for t�e use of iM1e tlecetlenCs lineal beneflciaries Is 45 percenl,earapt as noteG in�]2 P.S.§9116(a)(t�7. • T1ie tax rate Imposetl on tM1e net value of Vansfers to or Por tM1e use ot IM1e tlecetlenfs siblings is 12 percenl �]2 P.S.§9116(a�(1.3)�. N sibling is tlefined under Sedion 9102,as an intliviaual who has at leas�one parent in common wltM1 the decedenL whelher by blootl or adoption. ]Ma8]' e 000 pEV-,503��pennsylvan ia SCHEDULE A �,oF RE���E N��EA,�,�E,�aE,�a� REAL ESTATE aEsioErrtrs.cEosN. ESTATE OF: ci�E r�umeea: John V. Senise 21 14 0583 All real O�oOeM�'^eE solety or aa a bnant In common muc[Ce reparte0 e�kl�ma�kel valuc Feir market velue Is tlefinM as the pim a�Mlc�pmpe�y woula�e exc�ange0 Gelween a willing buye�enE a wi11Ng SNIeq nell�er�cng ranpNlM lo Luy o�sNl.�ol�beving resame0le hnaN�ge NNe rNeren�txYs fleal proparty Na�IsfolMlyowne0 wd�ngM af survivorsM1ip muat Ee tliMlOsetl On 5<M1etlula F. At1acM1 s copy ol t�e setllemenl sM1cel IIIM1e pmpe�y has Ettn 5d0. ITEM InclutleacoOYoft�eEeeEsnovnng0erctlenfs'micestlfamMastenaminmmmm. VALUEFTDATE NUMBER DESCRIPTION OF DEATH �, 525 Joyce Road Camp Hill, PA 1]011-20G4 Single Family Residence 145,000.00 Gross Sale Proceeds See Copy of Real Estate Settlement Statement TOTA� (Hlso enter on Line 1,RewpiWlauon.) y 145�000.00 zwasssz.00a Ifmorespaceisneetleduseadditionalsheelsa/paperofihesamesize. REV-i�lE%�(b¢� pennsylvania SCHEDULE B OEPARTMEMOFREVENUE INHERfTANCETAXRETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMeeR John V. Senise 21 14 0583 _ All property loinlly ownatl wi�M1 rigM1�oi survivorsM1ip must be tlisclosetl on SCM1etlule F. IiEM � �' VALUEAT�HTE NUM6ER DESCRIPTON OFCEATH t. 50 Par I 7 OS Savings Bonds Series E 262.50 See Copy o£ Hond Calculation Sheet �; Interest accrued to 6/10/2014 ! 1,537.06 l TO�AL (Also enler on Line 2,RerapiWlation) 5 1�799.56 xwa5ea z 000 If more space is needetl.insetl atltlitional sheets ot t�e same size AE�.,s�r..,oa,=, pennsylvania SCHEDULE E Nu<rmEvroraEvcn�c CASH, BANK DEPOSITS &MISC. ��oENr�cEOEr��� PERSONAL PROPERTY ESTATE OF: FlLF NUMBER: John V. Senise 21 16 0583 �owae me moceeas oi nnpeim�a�o me eae me pro�o:�re r�.ea ey me uiae. All pmpert 'ointl ownetl wi[M1 n M of survivors�ip must be tlisclosetl on Sc�etlule F. REM � VAWEATDATE NUMBER��. OESGRIPTION OF DEATH 1.� Cash 396.15 '�., Found in Residence and Nursing Home 2 '�Coins - Silver S Gold �Gross Sale Proceeds 616.25 3 Bell and Glass Stei� Collection and Curio Cabinet iAppraised Value 295.00 ISpeci£ic Hequest to Alexandra Haskell 4 IJewelry � Pittsburgh University 19G8 Class Ring � (Only item selected by Judy Simon under Item III(H) of ��.Will) 200.00 5 IMosaic of Our Lady of Perpetual Help �.Appraised Value 10.00 Specific Bequest to Good Shepherd Catholic Church ��� See Copy of Haar's Auction Service Appraisal Report £or '� Items 3 through 5. For In£ormational Puxposes Only: Organ listed in Will, Item III� Section F, "The organ in my home shall be given to The Good Shepherd Catholic Church", was refused by The Good Shepherd Catholic Church and so is included in the sale of personal property by Haar's Auction. 6 Personal Pnoperty Gross Sale Proceeds 3,682.75 7 Citizens Hank Checking Account Nfi100683060 10,"]"]4.27 Interest accrued to 6/10/2016 0.07 B Citizens Bank Checking Account R6231663268 16�528.92 Interest accrued to 6/10/2016 0.30 9 Citizens Bank Checking Account #6225157941 1,051.24 Interest accrued to 6/10/2014 0.01 Total from contirmation schedules . 63,G36.41 TOTAL(Also enter on line 5.Rerapitulatian) S 96�991.17 2W<6203000 � I�mofespeceisn¢¢E¢�,usea]tlitionalsM1MSNOeperplNesamesize. Estate of: John V. Senise 21 14 0583 Schedule E (Page 2) Item Value at Date No. Description of Death See Copy o£ Citizens Hank Letter £or Items 7 through 9. 10 Fulton Bank� NA Money Market 89902-62691 19,396.�6 Interest accrued to 6/10/2014 0.63 See Copy o£ Fulton Sank Letter 11 PNC Bank Checking Account #A40202782 13�9�1.52 (Account was Joint with Deceased Spouse, Leona S Seniae, DOD 10/10/92) Interest accrued to 6/10/2014 0.11 12 PNC Bank Savings Account #5080229704 26,204.59 Interest accrued to 6/10/2014 0.75 See Copy of PNC Bank Letter for Items 11 and 12. 13 Commonwealth of PA� Bureau of Unclaimed Property 3.00 Shell Oil Company Rebate 14 East Pennaboro Township 60.00 Sewer Seivice Re£und at Real Estate Settlement 15 Erie Inaurance Home Protector Policy NQ6014031�2 34.00 Aefund of Unearned Premium 16 Keystone Oil Fliel Company 1,936.57 Reimburaement for Remaining Oil 17 Reimbursement for taxes paid in connection with the sale of real estate 1,11'/.19 18 SES Insurance Hrokerage Servicas, Inc 12'1.00 Re£und of Unearned Premium 19 State Employee's Retirement Systam 984.29 Final Pco-rated Annuity Pension Payment Total (Carry £orward to main schedule) 63,436.G1 ���," � �"� SCHEDULE H pennsylvania cecr.v.rncuro oe FUNERAL EXPENSES AND wneqi rerJce.arAeruan ADMINISTRATNECOSTS �icervroecroervr ESTATE OF FILE NUMBER John V. Senise 2114 0583 OecetlenPs tlebls must De reportetl on SCM1etlule I. REM NUMBER �ESCRIPIION AMOUNT A FUNERALEXPENSES�. � Myers-Hax'ner Flineral Home� Inc Elineral Services B,'/61.00 B. �ADMINISTRATNE COSTS: 1. Personal Represenutive Commissions: 11�769.00 Name(s)oi Personal Represen�ative(s) Fulton Bank� NA SireetAtltlress One Penn Square i Glry Lancaster State PA ZIP 1'/602 ', vear(s)Commisslm Paid- 2 ��I AtromeyFees�. 6,515.00 3. Family Exemp�io¢Q�aecetlenfs adtlress Is not tM1e same as claimanfs,aVach eq9ana�ionJ �' Claimanl __ �. Street naaess_ i Clry State ZIP . Relations�ipolClaimanttoDecedent 4. j Probate Fees�. 413.50 5. Acwun�anlFees: 6. TVReWmPreparerFres: ] 1 Cumberland Law Journal Estate Notice '15.00 2 The Sentinel Estate Notice 243. fi4 Total from continuation schedules . . . . . . . . . 12,678.81 TOTAL(AlsoenteronLine9,RecapiWla�ion) $ 40 G35.95 ownsnc z o0o If more space is neetled ose additianal shee�s of paper of Ne ume size. Estate o£: Sohn V. Senise 21 14 0583 Schedule H Part 7 (Page 2) 3 Alfred R Isopi Lawn Servicea 935.00 9 Caldwell 6 Kearns Services Rendered A£ter Death 2,G60.00 5 Caldwell 6 Kearna Copy, Postage 6 Travel Expenses 75.65 6 Debbie Lupold, Treasurer 2019 School Real Estate Tax liability 1,743.28 '] Duty's Lock Safe S Security, Inc Change Locks 199.00 8 East Pennsboro Township Sewer Senvice 234.15 9 Elilton Bank Visa Platinum Credit Card #4756 2100 0014 0247 Halance Due z5.4� 10 Haar's Auction Commission on Sale of Personal Property 1�473.10 11 Hardy Auction Service Real Estate Advertising, Auction Advertiaing and Trash Removal Fees 3�5"/6.']"/ 12 Lawn Doctor of Camp Hill Lawn Care Services 92.10 13 Pennsylvania American Water Water Service 153.28 14 PPL Electric Electric Service 185.45 15 SES I�auranca Brokerage Services� Inc Liability Insurance Premium 24'1.00 16 Settlement coste in connection with sale of ceal eetate Deed preparation� notaxy fee and tax certification fee 220.00 Total (Carry £orward to main schedule) 11,620.05 Estate o£: John V. Senise 21 14 0583 Schedule H Part 7 (Page 3) 17 Stephan 5. Simonic, CPA 2014 Income Tax Preparation Fee ESTIMATE 125.00 18 The UPS Store Personal Property Shipping costs to Judy Simon 10"7.27 19 TY Eby Real Estate Appraisals Real Estate Appiaisal Fee 400.00 20 Uship Cvxio Cabinet Shipping Costs to Alexandra Haskell 369.23 21 OSPS Hell S Glass Stein Collection Shipping Costa to Alexandra Haskell 5.80 22 Verizon Telephone Service 51.46 Total (Cazry £orward to main schedule) 1�058.76 aev-is ex.(t¢-i21 pennsylvania SCHEDULE I �P�'+^^�^^o�aE�^+�E DEBTS OF DECEDENT, �HHea�,�:ce-,v RE,�Ru MORTGAGE LIABILITIES 8 LIENS a:sccrdc=oeH. ESTATE OF FILE NUM6ER Sohn V. Senise _. _ 21 14 0583 Report tlebK incurretl by�M1e decedent prior to tleatM1�M1at remainetl unpald al[he tlate ol tleatM1,inclutling unreimbursetl metlical expenses. iiem VAW E AT DHTE WMeER �ESCRIPTION OF DEATH �� Barbara Rice-Clark Caregiver Services 982.50 2 Caldwell S Kearns Balance Due £or Life Time POA Services 275.00 3 Citizens Hank Checking Account H6100683060 Check Written Prior to Death and Cashed Subsequent thereto: Check k595 '1.00 4 Citizens Bank Credit Card Account 85240 3B00 0'12'1 1278 Halance Dua lOB.24 5 Comcast Cable Television Service 6.58 6 Elilton Bank Visa Platinum Credit Card N4956 2100 001G 0247 Balance Due 43.23 7 Home Instead Senior Care Caregiver Services 125.70 8 Lawn Doctor of Camp Hill Lawn Care Services 99.05 9 Li£eline Charge for Lost Lifeline Unit 424.00 10 PPL Electric Electric Service 86.68 TOTAL(Also enter on Line 10,RewpiWla�ion) E 2 157.98 znas�rv a ooa If more space is neeaetl, Insen atlailional sheets of ihe same size. ���,�„�"�`°, ,°, SCHEDULE J pennsylvania °"""'"`"`°`"E�"�E gENEFICIARIES INHERRANCE TAX RENRN acglDEMpECECEM ESTATE OF: FlLE NUMBER: Tohn V. Senise ,____ 2116 0583 RELATIONSHIPTODECEOEM AMOUMORSHARE NUMBER �MEPNDA�ORESSOFPERSON�S)RECENINGPROPERTV OONotListTrustee(s) OFESTATE I TA%ABLE�ISTRIBUilONS[InGu0ewm9Mspousaltlis�nbutionsanUlrenSersuntic Sec.8n61e)(12),I �. Ruth Mihalov C/0 Peggy J Mihalov, POA 285 Franklintown Road Dillsburg, PA 17019-9190 General Hequests: 500.00 Friend 500.00 2 Ruby Lilley 20 North 12th Street, Apt 322 Lemoyne, PA 17043-1452 General Hequests: 1,000.00 Friend 1,000.00 3 Robert Sudnick 47 MeCazragher Street �IWilkes-Haine, PA 18702 ��IGeneral Bequests: 1,000.00 Friend 1�000.00 �'�,EMEft WLLAR AMOlIMS FOR�ISWIBUIlONS SIpNMABOVE ON L WE515lHR0UGN 1B OF REV-1500 COVEP SHEET,ASl�PPROPRIATE. �I �µT�BLE�I5TR16UT10N5 I A.SPOUSAL OISiRIBlIilONS UNDER SECTION 9113 FOR W HICH AN ELECTION TO TAX IS NOT TAKEN: I I 1 I I B.CM9RITA9LE PN�GOVERNMENTAL�ISiA16UTIONS-. �I �� 3ee Attached 1 TOTALOFPARTILENIERTOTALNON-TAXABLEDISrRIBUTIONSONLINE130FREV-050000VERSHEET. 5 60 167.54 swasni z o0o I!more space is neetled, use addltianal s�ee�s of paper of ihe same size. Estate of: John V. Senise 21 16 0583 Schedule S Part 1 (Paga 2) Item No. Description Relation Amount 4 Jean R. MCGowan C/O Kitty M West 12955 Darr Drive Colorado Springs, CO 80908-3fi53 309 of Residue: 59,157.5G Friend 59,159.54 5 Judy Simon 216 Andrew Drive Glenshaw, PA 15116-1814 Sewelry Pittsburgh University 1948 Claas Ring (Only item selected by Judy Simon under Item III (H) of Will) Inventory Value: 200.00 GOB of Residue: ]8,8]6."/2 Niece ]9,0"/6.'12 6 Alexandra Haskell 6707 Fisher Avanue Falls Church, VA 22046 Hell and Glass Stein Collection and Curio Cabinet Appraised Value Inventory Value: 295.00 Niece 295.00 Estate of: Sohn V. Senise 21 14 0583 Schedule J Part 2B (Page 1) Item No. Description �ount 1 St Casimer's Catholic Church 108 West Checry 5treet Shenandoah, PA 17976 General Bequeats: 1,000.00 1,000.00 2 Cathedcal Parish of Saint Patrick 212 State Street Harrisburg, PA 1]101 10� of Residue: 19,719.18 19,719.18 3 Good Shepherd Catholic Church 3435 East Tcindle Road Camp Hill, PA 19011 Mosaic of Our Lady o£ Perpetual Help Appraised Value Inventory Value: 10.00 209 of Residue: 39,438.36 39,648.36 LAST WILL AND TESTAMENT I OF JOHN V. SENISE I, JOHN V. SENISE, of Camp Hill, Pennsylvania, being of sound mind, memory and understanding, do make and publish this my Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. ITEM I. I direct that all my just debts and funeral expenses be fully paid and satisfied as soon as conveniently may be after my decease. ITEM II. I nominate, constitute and appoint Fulton Financial Advisors, N.A., to be and act as my sole Executor of this my Last Will and Testament. No personal representative or fiduciary appointed herein shall be required to post bond or give any security. ITEM III. I authorize my Executor to give the following specific gifts: A. Five Hundred ($500.00) Dollars to Ruth Mihalov, of Summerdale, � Pennsylvania; B. One Thousand ($1,000.00) Dollars to Ruby l.illy, of Summerdale, Pennsylvania; C. One Thousand ($1,000.00) Dollars to Robert Sudnick: of Wilkes_garre, Pennsylvania; D. One Thousand ($1,000.00) Dollars to St. Casimer's Church, Shenandoah, Pennsylvania, in remembrance of the Sudnick and Senise Families, in masses, at the discretion of the pastor of the Church; E My registered mosaic of Our Lady of Perpetual Help to Good Shepherd '�� Catholic Church, Trindle Road, Camp Hill, Pennsylvania; F. The organ in my home shall be given to the Good Shepherd Catholic Church, '�, Trindle Road, Camp Hill, Pennsylvania; I�� G. My glass stein, Bell collection and curio cabinet to my niece, Alexandra Haskell, of Falis Church, Virginia; H. I give unto my niece, Judy Simon, of Glenshaw, Pennsylvania, such items of i household goods and furnishings in my home in Camp Hill, Pennsylvania, as she desires, from those items not specifically gifted. ITEM N. I give, devise and bequeath all the rest. residue and remainder of my estate, real, personal and mixed, unto the following: A. Ten (10%) percent of my residuaryestate unto St. Patrick's Cathedral. State Street, Harrisburg, Pennsylvania; B. Thirty (30%) percent of my residuary estate unto Jean McGowan, R.N., of Mechanicsburg, Pennsylvania, if she survives my death, who so graciously attended to my needs during illness and recovery from my surgeries, of which I am deeply greteful, given the fact she would not accept any financial compensation; C. Forty (40%) percent of my residuary estate unto my niece, Judy Simon, of Glenshaw, Pennsylvania, provided she survives my death. In the event I Judy does not survive me, I give Forty (40%) percent of my residuary estate unto her brother, Robert Simon, provided he survives my death; D. The balance of my residuary estate unto Good Shepherd Catholic Church, Trindle Road, Camp Hill, Pennsylvania, under the provision that at least 2 i I' �I Two Hundred ($200.00) Dollars should be spent in remembrance of John and �� Leona Senise in masses, at the discretion of the pastor oF the Church. � ITEM V. It is hereby directed that my Executor, hereinabove named, shall pay all inheritance, state, succession and legacy taxes to which � my estate or the transfer of any property hereunder may be subject and to charge such tax �I as part of the administration, payable out of my residuary estate. '�, IN WITNESS WHEREOF, I have hereunto set my hand and seal this�y day of j o �6 .z,t zoos N)� , EAL) ; JOH SENISE I ., I i The preceding instrument, consisting of this, and two other typewritten pages, was on the date thereof signed, published and declared by JOHN V. SENISE, the Testator therein named, as and for his Last Will, in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. �iiy /��.�.�� Residing at � � ar es . e art,III 3637 Nonh Front Street �� � rn urq, ennsv�ama Residing at ,595� �nv� �ir�, /�azuo�iuA�i �4 /7/�� _� 3 I I COMMONWEALTH OF PENNSYLVANIA : SS: COUNTY OF J7k U P H i� The Testator and the witnesses whose names are subscribed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge and declare to the undersigned authority that the Testator signed and executed the , inshument as his last Will in the presence of the witnesses, that he signed willingly or ' willingly directed another to sign for him, that he executed it as his free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses, and that to the best of their knowledge, the Testatorwas at that time eighteen years of age or older, of sound mind and � under no constraint or undue influence. �1 , � � U � �� ���v Testator I \ G-h /�- -c- ness � �� � � Witness � Sworn to, subscribed and acknowledged before me by the above-named Testator and witnesses this I y-1-�, day of Oc_TocS�R , 2008. W . (SEAL) No ry Public 08387-001/139221 C:�Mi.t^.NWEqI,pH OF GENNSYLVANIA I NOWXeI Seal rvancy L.Breaki.NWary PUGk i �iusquManna Twp.,paupliin CouMy My Canmisabn Ewirea M¢rc�te,IOtp Fnemner,Pennsylvanla Avam�aWn olNalanes II Q I e OMB ApPAval No.E W3 QRfiS ;y,� Y ��p�ra .A. SettlementStatement (HUD-1) e. ryveoi�o.� � i.�rHn z.DaHs a�co�..o��re. s. FuaN�mear: z �m�rv�moer e. mm�em.wa�cecnerv�meer �.Dua s.Ocom,.i�. ia�ox.i33 C. Nole'. TM5MmI5lunn5�vOb01VByWpSfBbmqn�deduelxeMamenICO515. AmuMl5psi01oeMhylbaetllemen(eqmlaieiMwn. ttems mvke0'(p 0.4)'werc p�lOouts/b Ne[lOSirg;Ilieyen aMwn�ue MiNpmelMelpwpose5 aMve ndlxlWnOPW[bfLS. �. NameanEPdEresadBorrwec E. Nunean4Mtlrza5olAllec F NameanEAEEreisofLentltt: MaryE.l�nOsy Ee�NPNJOMVSenlse lOCasevOrNe ]6]1No��FwIS wm�.m:wn.annro� n.rn:eko.aanno c. emwM�ei�on� n. seniememr�enn i. seno-.nemmie 45Jq+:eRWO R¢ila¢nf�ICnmmemielMSVecl,lr¢. amonm,aanon aszirvonnemmsrem .emee.zi,vaw LumcetivnJCounly,Penniylvany Xa�nsOorg,M1]TO ____ P�� I���901-B9I8 PlacealSeMement. 36]t Nor10 F�onl Slreel wmse.�v,�»no l. SummeryofBorroweM1tnnunlon N. SummaryofRllels�nnsav0on im. mo:.wmo�mo�en�m�ro�.rer: +ao. c,wema�mo�e�oseimr. mi. eomrxum<s r us,oaom �oi. eomnn..iee nce ��sooa.ao ma rer:o�m �oz rm:a�m m iw. seniemenienv ..mew��i rMiaoo ansaa �a�. �a. �a. �us �os. ne�.im.�nm.n.m: .�ee s.u.�m.a.ma na�.�m�eror�.m. .�ae sene.m.e..�v tOfi. Cil/�awn ifOf LRLH �o %101/15 IBd\ �ffi.CI wnTwf II?LN �0 01N1tl5 1911 10] f,nun Tnme 11RYL �a O1NV15 /2.56 10Z Coun T�xe 11 �o I 1/15 � 108. Naessmems L2bla l0 0]I01/15 1055.5] a09.Nsuammh HfQ/L lo OIN1tl5 1,05552 109. Snvm OCIINaWDeG fltl]I1�Io01�➢1/15 BJ'.00 �03.Sewe�{OCVNw(Jec 111321I1o0\p1tl5 fi0O] 110. �10. 111. �it. llf. �11. HO. GroaeAmauntOuelmmBortowe 1W38218 t30.GmasAmounl0uelo5eller 1<6,1T/.iB tlGYEO erinB���NelBonowe� WL. RaEuc9on�ln/.mountOueRller: XII. De�YII a eerMSl mme tlSC%W 5�1. EmRs Ee osll sce lna4mllmi 102. Princi alemounlOtriewlmns 503. Selllemen�t�e� mtp5eller LIneNCO 330W A1 Ev[Iln Ieana bMan]uEecllo 503. Effilin Iwns lekensu �eclb mµ, 501.% Flnl Mmt ye 205. W5.Pa SecoM Mo� a e 3W. �. ]0]. 501. De ilEie0.a5 oceMs 308. `+� 209. YlB AEuslmenlsbrilemsun aiEC 9eYei AEuflmen�a(a�Memsun aIEE Salle� 310. CI ?wmTves l0 510.Ci RcwnTam 10 4fl. Cwn iares l0 5fl. Coun Taas lo dII. ASeesemenb 510.Aafesvmenli lo ill. 513. p��. St4. i15. 515 316 519. p1t 59. 019 518. lIB. 518. IIO. TOtaIPalOElla�Bo�mWH N.W000 620. TolalR�tlucllanPmaun10ue5elle� ]10.W 100. 45�tlSelllemmllmm�a0orro BOO. Ca�M1tliNOemmlloXmmSeller ]O1. Gms5nrounlEwlrqnEprtowulimIIO 15039R.19 60LGmamauMOwbSellerllneRO L6,1PI,19 J03. ts»�maunlpelEbttaBovq'rer(IIreRM� l 1�.SW.00) 803. LesfM1uc11pnaOveSeller(IIneRO 130. 30. Crs� X�Fmm � TOBom 1}5,]Y1.19 60]. Cu� X�iO � Fmm&Ib� N5,95i.1B arp&.��r(sl.��naerryr T�¢u0EC9i9neCl¢lebyecknonle48e� c p19M1I['�• CbE< OINb41iRmM�6enYatlaCM1m¢Mf�Nertel�olie�eln ✓ Bwmwai y�� � j�' STibr ESlaleolloMV.6enlsa M � BY FULttIN BPNK NA EvcNw 9M� TIRE_� waanam.w�m.w..immnewnu��w�ne.n.aimo..n�mn�u�mn.�wnwwnnni.aw.m.p.m�e�n mw��a u..ewnM.xw.na.m.na*•�xmmpwen. ppetal] �MUO�� (LINOSAY MAflVPF0IH103-flYtO) eaqe 25 L settleme t ch r es _ _ _ _ 100.To[alRealE5WleBmkerFYes Pe�eFmm Paefmm pvtllwalcdnmiss/mpimlCOfet(dlons' Beimnery $ellols ]O1 5 lS 103.Cwnmlislon palEpisatllemenl _ )Oi. - )05. BOO.NembPaya0leAn GonnBp'ronw11A LON _ 901.Ouroriln n<�a� e S ImmGFEXI g oc�ai Inb IIN M1B! IOCIMe�af�mle c�asen hom GFE R P03.YoureOusbEo�lin ncM1er s IrwnGFEIA �WI BW. sallee IrwnGFEX] 805.Crepll Re tl to I�mm GFE Rl � BW.TdxS¢rviCO �O _ hmmGF[1] B�I.Fl ceNlutian lo homGFEp] 008. �rwnGFEm B 9. _�lmm GFE R] 810. /mm GFE X] Bfi. (ImmGFEp]� 9]0.1[m[RpulieEEyLYnEeAo�BepilE�inAdvanCB � 9]Lparl intereslctu xzlrwn la brEo �hemGFF.tltOi 9]].Motl0a3einsmarce0�emiumlo� TMl�fb (ImmGFENJ) 9�].Homemvnerbin¢umreebr rslo (IMmGFEN1t) 9]a. prqn GFEN11) 905. Orwn GFE Xb) 1000.Resmea0e oeXeE wl@ UnOe� � 1C01.IniJalEe�itb�pweettwacrouril ImmGFEX9� iw2.Homeownu'tlm ance monlN � E per monip 5 1W3.MMaelnimvn[e mt�l�f f oM� S iWa.Gl � lams 5 LI ?amTaus mml�a S mw�n Sc�xlTexs monl�a E Lou Tnes monlM 5 � m 1LU5. S PSSepaRppl+ mon�M W1� _. mas. mam� s ce� ma�m s iGOZ A��ayelBMjmlmenl manlM � S pB� manlM1 S _ 1008. 3 �009. S if00.ipl�C�iqr . .. . .. . . .. . . . . . . . . . . . ._ . . .. . . . . . . . . . . . 110t Tille�enl/ee�nElenEeff fXleinsu�arce OremGFEC9) 110�. SetllemenlwGobl lae 5 110J. OwixV'flitleiNulvpCe�oOWRepAIICHeIImelTlleW.Ca. II�mmGFE95) 1,II5W 1101. LenOa'¢pOelnsunrceWOWReryGICNaOontlTilbins.Co. _ f 1105. LeMeh01¢pelirylimi� f va. a.nersimepdmyrmu s �as.aoo.ao naz �wema como�a�io�iru.'���n�ce m a.:�eem�m.ca�.,re�n,icn.v.n s ssrso noe. umem+n.r.wn�a,m�a.unie�n.unnceo��mmm iooiea,o�orcrvam�eimieiti.co. s in.so ims. oeeavmpaution io a..m.orei-cm�ms���eumn.��,iM. i �aa� ma. HaunFea io eaa�es�ti�-coTm.rd.inemr.�t�z. s �om �a.w n+i. ra.cmie�auo� io aa.manni-coT�.nnne.�..a.iM. �i +ow mz 7 nu. s nzeo.c'or:ind:mA:E'ob'To-Gndn:�n.:.cn".z . . . . f30LGorwnmen�nw�Ei clu �o Lumbe�bMCm ftewraerdOeeCs ImmGFEM] 00D� 12W.CeM S �OCU Mo0 a e S ReIWSU 5 OIM1e�S II01Tnnvlerlamn b CumlarleMCwn� Rem�de�olOeeOi QmmGFEXe� R900.Po tXM.CLL n IaYvlam S tA50tU f 12(15.9etelvNYm f t�50.W f tXK. 1M/. IIW.:REEtllonf,19e111imd`ntCRerQn� :. . . . . . � _ __ ._ __ .._ 1]01. W�Mserv�cvl�W ucanaM1aplm QmmGFEA6) 1b2, f 1]OJ 5 I]OG 5 t]O5. 5 1i00.Tn�NSrt�I `ib�,qrilmt onlln1v10].9ec� �JanU!@.Sic0orikl . . . . � 4.ry5D0... .030.�' noe�@�uqal.yne��4.an�.e.r.NP1 M�ynpp��n�u�inuumen�m�apmeru��we+u�Nnaqix�m.µ�uumorHawr3Uam�mnipp�x�qn� � �� G// N'A fleeipgnliab �IelAMlm[I,Irc.,5el11emen�Agen� cm�nea ia ee a vue caox Page�M 3 MU0.1 �LINOS4Y,MN2YpF�/14100-t3J/10� Paga ]6 Calculatcd Valuc of Your Pape� Savings Bond(s) Page 1 of I Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 06/2014 Total Price Total Value Totai Interest YTD Interest $262.50 1 799.56 7 537.06 0.00 Bonds: 1-7 of 7 Issue Next Finai Issue Interest Serial # Series Denom Interest Value Note Date Ac<rual Maturity Price Rate L1055324665E E $5012/1973 12/2003:" $37.50 $219.46 $256.96 MA L1031402643E E $50.02/1973 02/2003 - $37.50. $222.28 $259J8 MA L1022560297E E $50 O1/1973 O1/2003 $37.50 $221.62 $259.12 MA L1022560280E E $50 O1/1973� O1/2003 - $37.50��. $221.62 $259.12 MA L1016477ll9E E � $50 12/1972 12/2002 . $37.50� $219.16 $256.66 MA L1004199870E E '. $50�07/1972 07/2002 $37.50 $218.04 $255.54 MA I L834225825E E ; $50 03/1972�. 03/2002 $37.50 $214.66 ;252.38 MA Totals for 7 Bonds 262.50 1 537.06 ;1,799.56 Notes NI No[ Issued NE Not eiigible for payment PS Includes 3 month interest penalty � MA Matured and not eamin interest http://www.treasurydirect.govBC/SBCPrice OS/20/2014 Estate of John V. Senise / 1 1906 Gold coin ;#�o.! ��,(,<�,� $ � �� . 0 2 1958 Silver Half Dollar $ � , / � v 3 19645iIverHalfDollar $ � '� 1FD�c �.\it '� � Jr i 4 1969 Half Dollar $ �D 5 Wheat Pennies - 23 $ 6 Miscellaneous foreign coins - 5 $ Z�/ z� Total $ G I 6. ' Date: l �Y Security Rare Coins By:�.-�v� Tom Schell Hardy's Auction Service 193 Orebank Rd. Dillsburg, PA 17019 PA AU00002795L 717-432-3779 July 18, 2014 Property Appraisal for[he Estate of: John V Senise 525 Joyce Rd Camp Hill, PA ll011 On behalf of Fulton Financial Advisors At[n: Dennis R. Maurer One Penn Square P.O. Box 8797 Lancaster, PA 17604 Curio Cabinet SZ00.00 5 eells 20.00 GobletCollection 75.00 MoSaiCArt 10.00 Pittsburg 1948 Class Ring 200.00 TotalAppraisedValue $505.00 1 �� Citizens Ban9c �ccoun[Number 6100G8i060 � Accoun[T�tle Jphn V. Senise, Leona S. Senise � Date Opened __ 6/6/1966 Account Type Checking Principal Balance as oCDOD $10,774.27 ' Interest from Last Posting to DOD $ .07 Account Balance as of DOD $10,774.34 YTD Interest to DOD $ .62 Curzem Interest Race as of 7/16/14 0.01°/ �Already heldjointly with Lcona S. Senise when it converted from Mello� 6ank in 2002 Page 4 �� Cifiz�r�s �ar� k . Acmunt Number � � � 623 1 663 26 8 Accoun� 'I'illc lohn V. Senise Dare O ened 7/302010 � Account T e Checkin Princi al Balance as of DOD $16528.72 In[eres[ f�om Last Postin [o DOD $ 30 AcwuntBalanceasofDOD $16529D2 ''� —_ — � Y'PD Intcrest to DOD $2.06 � Current Interest Rate as of 7/16/14 0.03% _ Page 3 �� Citizer�s �ank AccauntA� 622515794I ' Accoum Title John V. Senise Date 0 ened - 5/6/2009 Accoun[T e Checkin Princi al Balance as of DOD $1,05124 fnterest from Las[Postin to DOD $ .01 Account Balance as of DOD $1,05125 YTD Interest to DOD $ .08 LCurrent Interest Rate as of 7l16/14 0.01% Page 3 F�1tonBank LISTENING IS JUST THE BEGINNING' 7une 2Q 2014 Cleanont Wcaltt� Strategics Onc Pcn� Square Lancaster PA 17602 Dear Ms. Olena, RF.: John V Senise, deceased 6/]0/2014 In response to your recent inquiry conceming the accounLs maintained in thc name of the decedcnt, please bc advised that the following account was opai at the date oCdeath: Money Market H9902-6269 L, opened 7/12/90, date of death balance$19396.76, plus acc[ued interest of.63, titicd i� his name alone. lf you should have any furchcr questions, please do not hcsitate to contact mc at 717-327-2497. Very tmly yom's, �� April Billett Credit Confirmation Proccssor �SL�' ��-a�i.��'�.;iV f�; r'i t � ;;`. :,. .�isir+o i t�n e x ��xe,nart., i � _ anc , r , �.:u -.c„mes} 7ne a ��' . ' � ���,se ;r.ly a k rG ih � -r �. guacir , . � 4::�s.;nt :'; irf2rtr i �,: . __ r ��" ..'I't° -' iha. .:qlfitJ � � ' `n�� � . .. 1S n w�Piil � _ ,.,� I . . .:1.- r,. �i ' �'��., 1.SOO.FULTON.4 • fultonbank.com rw�o�e�.u.rv a m�me�,vo�c n�me�,enn�rw��r.,,,,cm vom��r. � P`N� June 25, 7_�l4 Fulton Bank Atls Gem One Penn Square PO Box 7989 Lancaster, PA 17604 RE- John V Szn�se SSN: 210-01-3740 DOD: 06-10-2014 � Dear Sir,Mfa�arn: In response to your requesc for Date of Death(DOD)balances for the cnstomer noted above, our cebcds s6owthe following: C6ed¢ng.�ccount Acco�nt# 5I'i0202782 Esta6llshed� 09-12-1984 IOHV V SENISH LEONA S SENISE DODbalance: �13,771.52+ 0.11accruedinterast Savings Account Account#5080229704 Estabtished: 08-22-]996 IOHN V SEN15E DOD balance: $26,204.59+ 0.'/S acc�ued interest Please note Ihat tttis office pmvides date of death halances!or deposit accou�ts(IRAs,CDs,Checking and Savings). We do uot proceas any financiai tnnsaetions or provide sfatemena. If you need assistvuce wiW any ofUaese items,pleasecall 1-888-PNC-BL�vIC(1-688-762-2265)or stop byyoui bcal PNC B�lc bnnch o�ce. Sincerely, National Finaocial Services Center . - PNC Sanlc,N.A. Membez PllIC Page 1 oP2 �