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Home My WebLink About01-0084 RE'I-:SOOEX\6-00\ W t- %~rn u"'''' ",0.<'> :>:00 U"'.... 0.'" .. " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 J" -Q.03-13 REV-1500 C;::'F1Cl.AL USE ()j\-ll't C FILE NUMBER INHERITANCE TAX RETURN RESIDENT DECEDENT dL--.OL COUNTY CODE YEAR ___K'L- NUMBER SOCIAL SECURITY NUMBER I- Z W C W U w C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) era nale Norma M. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) January 9, 2001 July 7, 1926 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 174 20 4875 [j] 1. Original Return o 4. Limited Estate ~ 6. Decedent Died Testate (AlIach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a, Future Interest Compromise (da\e mdealh alter 12-12.s2) o 7. Decedent Maintained a Living Trust (Attach copyofTrust) o 10. Spousal Poverty Credit (date of death between 12.31-91 and H-95) 03. Remainder Return (d<lte ofdealh prior to 12.13-82) o 5. Federal Estate Tax Return Required 1 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AltachSch0) t- Z W C Z o 0. ., W '" '" o <.> ];j;l1'$,.~EC:rrbI'liMl.ISi';:)li;:,li;oI\fP!l~T.ED:ii..lJir~PRREsgbI!lDEN~Qt NAME. 11 _ COMPLETE MAILING ADDRESS W~ ~am J. Peters Es uire 2931 North Front Street Harrisburg, Pennsylvania FIRM NAME (If Applicable} P TELEPHONE NUMBER 717-238-7555 17110 (1) (2) (3) (4) (5) OFFICIAL USE ONLY ::oil? <llO {C~r::: z o ~ ...J ::l l- e:: <( u w a: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proptietocship 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, & Uens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Une 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (11) (12) (13) $ 28.736.19 $204,126.46 or:. Sit -< ~,,- 0" ," (j) , D', $ 8391.52 ,;,.:,. , ('1 to! $194,471.13 $ 10,000.00 -\) ; ;IS;::; (6) (7) (8) ~232 , 862.65 (9) (10) $27,661.78 $ 1.074.41 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) $204.126.46 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I-' ::l a.. :!: o u >< ~ 15. Amount orUne 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) '.0_ (15) , .0~5(16) $ 9,185.69 x .12 (17) x .15 (18) (19) $ 9,185.69 16. Amount of Line 14 taxable at fineal rate $204,126.46 17. Amount of line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate 19. Tax Due CHECK IiEREIFYOUARE REQUESTING A REFUND OF AN OVERPAYMENT 20. Qg ,,;,_. ,.. > BE SURETO.ANSWER ALLQUESTIONSON'.REVERSe!. e~I1'J;1f'Cf1~~:~ii:'N._ Decedent's Complete Address: STREET ADDRESS CITY Enola Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments $ 9,618. 76 C. Discount (1) $9,185.69 Total Credits (A + B + C ) (2) 3. InteresUPenalty if applicable D.lnterest E. Penalty Total InteresUPenalty ( 0 + E ) (3) 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 (4) ZIP 17025 $9,618.76 $ 433.07 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. (5) (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 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 a. retain the use or income of the property transferred;.......................................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 6. retain a reversionary interest; or...........................................................................................................;.,............. 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death wHhout receiving adequate consideration? ....,......................................................................................................... 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which contains a beneficiary designation? ........................................................................................................................ 0 No [] [] [] [] [] [] [] 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 pe~ury, I declare that I have examined this return, including accompanying sChedules and statements, and to!he best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information ofwhieh preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FiLING RETURN (j. Andrew S. Merlina, Jr. _ _,1, ADDRESS . 1389 Quail Hollow Road Harrisbur SiGNATURE OF PREPARER OTHER THAN REPRESENTATiVE William J. Peters Es uire DATE 111';;7/-r I / J . / ADDRESS 2931 North Front Street Harrisburg, Pennsylvania 17110 DATE ~ ,.... ;; - .- -- 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 forthe use of the surviving spouse is 3% [72 P.S. ~9116 (al (t!) (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 survivin9 spouse is 0% [72 P.S. 99118 (a) (1.1) 0i 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 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 af 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 parer or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)J. The tax rale imposed on the net value of transfers to or for the use of the decedenrs lineai beneficiaries is 4.5%, excepf as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(I)]. The tax rate imposed on the net vaiue of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibiing is defined, under Section 9102, as , individual who has at least one parent in common with the decedent, whether by blood or adoption. REV"~3Ex'("9n. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Norma M. Crognale All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER FILE NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. See Attached Total Price $2,525.00 Total Interest $5,866.52 TOTAL (Also enter on line 2, Recapitulation) $ 8,391.52 IIf mnrf':! <::n~r:A I" nAArlP.rl In<::F!rt ~cirlitiC\n;:l.t ~hp.p.t~ of thp. ~"mp. !';\7P.\ Serial Number Issue Date Series Denom Issue Price Interest Rate Next Accrual Final Maturitv L483444254EE 1111991 EE $50 $25.00 6.00% 0512001 11/202 L309887407EE 11/1987 EE $50 $25.00 4.00% 051200 1 111201 L256028352EE 02/1982 EE $50 $25.00 4.00% 0812001 021201 L256028351EE 02/1986 EE $50 $25.00 4.00% 0812001 021201 L255964805EE 0111986 EE $50 $25.00 4.00% 0712001 011201 L255908608EE 12/1985 EE $50 $25.00 4.00% 0612001 121201 L255908607EE 12/1985 EE $50 $25.00 4.00% 0612001 121201 L250857638EE 11/1985 EE $50 $25.00 4.00% OS/2001 111201 L250802194EE 10/1985 EE $50 $25.00 4.00% 0412001 10/201 L250802193EE 10/1985 EE $50 $25.00 4.00% 0412001 10/201 L250703476EE 09/1985 EE $50 $25.00 4.00% 0312001 091201 L220276878EE 08/1985 EE $50 $25.00 4.00% 0812001 081201 L220276877EE 08/1985 EE $50 $25.00 4.00% 0812001 081201 L211852029EE 07/1985 EE $50 $25.00 4.00% 0712001 071201 L217747078EE 06/1985 EE $50 $25.00 4.00% 06/2001 06/201 L217747077EE 06/1985 EE $50 $25.00 4.00% 0612001 . 061201 L217685269EE 05/1985 EE $50 $25.00 4.00% 0512001 051201 L215375279EE 04/1985 EE $50 $25.00 4.00% 04/2001 041201 L215375278EE 04/1985 EE $50 $25.00 4.00% 0412001 041201 L210262238EE 03/1985 EE $50 $25.00 4.00% 0312001 031201 L210232678EE 02/1985 EE $50 $25.00 5.18% 08/2001 021201 L210232677EE 02/1985 EE $50 $25.00 5.18% 0812001 021201 L201188335EE 0111985 EE $50 $25.00 5.18% 0712001 011201 Ll95472092EE 12/1984 EE $50 $25.00 5.18% 0612001 121201 Ll95472091EE 12/1984 EE $50 $25.00 5.18% 0612001 121201 Ll95412468EE 11/1984 EE $50 $25.00 5.18% 0512001 111201 Ll92224738EE 10/1984 EE $50 $25.00 5.32% 0412001 101201 Ll92224737EE 10/1984 EE $50 $25.00 5.32% 0412001 101201 Ll85463685EE 08/1984 EE $50 $25.00 5.26% 0812001 08/201 Ll85463684EE 08/1984 EE $50 $25.00 5.26% 08/2001 081201 Ll85386267EE 07/1984 EE $50 $25.00 5.26% 0712001 07/201 Ll79609414EE 06/1984 EE $50 $25.00 5.26% 0612001 061201 Ll79609413EE 06/1984 EE $50 $25.00 5.26% 061200 1 061201 Ll79561062EE 05/1984 EE $50 $25.00 5.26% OS/2001 OS/201 Ll59993402EE 04/1984 EE $50 $25.00 5.38% 04/2001 041201 Ll59993401EE 04/1984 EE $50 $25.00 5.38% 04/2001 041201 Ll59136177EE 03/1984 EE $50 $25.00 5.38% 0312001 03/201 Serial Number Issue Date Series Denom Issue Price Interest Rate Next Accrual Final Maturitv Ll54307425EE 02/1984 EE $50 $25.00 5.32% 0812001 021201 Ll54307424EE 02/1984 EE $50 $25.00 5.32% 0812001 02/201 Ll53036536EE 01/1984 EE $50 $25.00 5.32% 0712001 01/201 Ll50610540EE 12/1983 EE $50 $25.00 5.32% 061200 1 12/201 Ll50610539EE 12/1983 EE $50 $25.00 5.32% 0612001 121201 Ll49216962EE 1lI1983 EE $50 $25.00 5.32% 0512001 111201 Ll46345647EE 10/1983 EE $50 $25.00 5.42% 04/200 1 . 10/201 Ll46345646EE 10/1983 EE $50 $25.00 5.42% 041200 1 10/201 Ll46269679EE 09/1983 EE $50 $25.00 5.42% 0312001 091201 Ll43478371EE 08/1983 EE $50 $25.00 5.00% 08/2001 08/201 Ll43478370EE 08/1983 EE $50 $25.00 5.00% 0812001 081201 Ll43434120EE 07/1983 EE $50 $25.00 5.00% 0712001 071201 Ll37301002EE 06/1983 EE $50 $25.00 5.00% 061200 1 06/201 Ll37301001EE 06/1983 EE $50 $25.00 5.00% 061200 1 061201 Ll37269679EE 05/1983 EE $50 $25.00 5.00% OS/200 1 051201 Ll29343171EE 04/1983 EE $50 $25.00 5.52% 041200 1 041201 Ll29343170EE 04/1983 EE $50 $25.00 5.52% 04/200 1 041201 Ll24264973EE 03/1983 EE $50 $25.00 5.52% 0312001 031201 Ll24224827EE 02/1983 EE $50 $25.00 6.00% 0812001 021201 Ll24224826EE 02/1983 EE $50 $25.00 6.00% 081200 1 02/201 Ll20299858EE 01/1983 EE $50 $25.00 6.00% 0712001 01/201 Ll20267880EE 12/1982 EE $50 $25.00 6.00% 06/2001 121201 Ll20267879EE 12/1982 EE $50 $25.00 6.00% 06/2001 12/201 Ll05229482EE 11/1982 EE $50 $25.00 6.00% OS/2001 111201 Ll05188342EE 10/1982 EE $50 $25.00 4.00% 0412001 101201 Ll05188341EE 10/1982 EE $50 $25.00 4.00% 0412001 10/201 Ll05154927EE 09/1982 EE $50 $25.00 4.00% 0312001 091201 L91415773EE 08/1982 EE $50 $25.00 4.00% 0812001 081201 L91415772EE 08/1982 EE $50 $25.00 4.00% 08/200 1 08/201 L90504696EE 0711982 EE $50 $25.00 4.00% 071200 1 071201 L90493261EE 06/1982 EE $50 $25.00 4.00% 0612001 061201 L90493260EE 06/1982 EE $50 $25.00 4.00% 0612001 061201 L90471148EE 05/1982 EE $50 $25.00 4.00% 0512001 051201 L90447010EE 04/1982 EE $50 $25.00 4.00% 0412001 041201 L90447009EE 04/1982 EE $50 $25.00 4.00% 0412001 041201 L90430071EE 03/1982 EE $50 $25.00 4.00% 0312001 031201 L90419375EE 02/1982 EE $50 $25.00 4.00% 0812001 021201 Serial Number Issue Date Series Denom Issue Price Interest Rate Next Accrual Final Maturitv L90419374EE 02/1982 EE $50 $25.00 4.00% 08/200 1 021201 L83181271EE 0111982 EE $50 $25.00 4.00% 0712001 011201 L83151670EE 12/1981 EE $50 $25.00 4.00% 061200 1 121201 L83151669EE 12/1981 EE $50 $25.00 4.00% 0612001 121201 L73375148EE 11/1981 EE $50 $25.00 4.00% 0512001 111201 L71788892EE 09/1981 EE $50 $25.00 4.00% 0312001 091201 L71788891EE 09/1981 EE $50 $25.00 4.00% 0312001 091201 L70491052EE 08/1981 EE $50 $25.00 4.00% 0812001 08/201 L70465296EE 07/1981 EE $50 $25.00 4.00% 0712001 071201 L70465295EE 07/1981 EE $50 $25.00 4.00% . 0712001 071201 L61919644EE 06/1981 EE $50 $25.00 4.00% 061200 1 061201 L46310651EE 12/1980 EE $50 $25.00 4.00% 0612001 121201 L41413515EE 11/1980 EE $50 $25.00 4.00% OS/2001 11/201 L41413514EE 11/1980 EE $50 $25.00 4.00% OS/2001 11/201 L41389760EE 10/1980 EE $50 $25.00 6.00% 0412001 101201 L30282744EE 09/1980 EE $50 $25.00 6.00% 0312001 09/201 L30282743EE 09/1980 EE $50 $25.00 6.00% 0312001 09/201 L29354552EE 08/1980 EE $50 $25.00 6.00% 0812001 081201 L29332925EE 07/1980 EE $50 $25.00 6.00% 07/2001 07/201 L29332924EE 07/1980 EE $50 $25.00 6.00% 0712001 07/201 L26359791EE 06/1980 EE $50 $25.00 6.00% . 0612001 061201 L25704104EE 05/1980 EE $50 $25.00 6.00% OS/2001 OS/201 L25704103EE 05/1980 EE $50 $25.00 6.00% 0512001 051201 L7791443EE 04/1980 EE $50 $25.00 6.00% 0412001 041201 L7771619EE 03/1980 EE $50 $25.00 6.00% 03/2001 03/201 L7771618EE 03/1980 EE $50 $25.00 6.00% 0312001 0./201 L7756284EE 02/1980 EE $50 $25.00 4.00% 08/2001 02/201 R""~'''.i'''''* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Norma M. Crognale FILE NUMBER 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 L DESCRIPTION Certificate of Deposit - Allfirst Bank, Enola, PA 87008141168592 2. Certificate of Deposit - Allfirst Bank, Enola, PA 87008140585637 3. Certificate of Deposit - Allfirst Bank, Enola, PA 800000022196 77 4. Savings Account - Allfirst Bank, Enola, PA 87004600327519 5. Checking Account - Allfirst Bank, Enola, PA 1114012601-63 6. U.S. Treasury Rebate .7. Conrail Pension Payments 8. AARP Insurance Rebate 9. Health Care Refund 10. 11. Refund Moffit, Pease & Limm Associates 12. Prepaid Funeral Expense VALUE AT DATE OF DEATH $ 41,150.22 $ 40,980.54 $ 41,355.64 $ 51,023.02 $ 15,543.94 $ 103.05 $ 178.28 $ 100.00 $ 8.44 $ 167.00 $ 27.00 $ 3,834.00 TOTAL (Also enter on line 5, Recapitulation) $ 1 94 , 471 . 13 Ilf more space is needed, insert additional sheets of the same size) ,.81'500EX'(""~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Norma M. Crognale If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. FILE NUMBER SURVIVING JOINT TENANT(S) NAME RELATIONSHIP TO DECEDENT ADDRESS A. Mary T. Magaro B. c. 723 Shaffer Street Enola, Pennsylvania 17025 Mother JOINTLY-OWNED PROPERTY: lffiER DATE DESCRIPTION OF PROPERTY . %0' DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank accollnl number or similar idefltifjir.g number. Attach DAIEQFOEATH DECO'S VALUE OF NUMBER TENANT JOINT deed forjoirllly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES1 1. A. 1(}'-27-9 Copy of Deed attached $60,000.00 50% $30,000.0 TOTAL (Also enter on line 6, Recapitulation) $ 30 000.00 - (If more space is needed, insert additional sheets of the same size) .J:r1'O{ C/ . P112-0EED-WARRANTY IND_ OR CORP V/- /?- ~77.:J-O.!f(" DG VST-l COPYRIGHT 1976 C by ALL~STATE'lEGAL SUPPLY CORP, wqis il.e.eIl, made the .27 day of October 1994 iBetwttl1 JOHN BARRY LAWLER, JR. and MARY ANNE LAWLER, his wife, of East pennsboro Township, Cumberland County, Pennsylvania, parties the first part, of herein deeignated as the Grantors, ~nb NORMA M. CROGNALE and MARY T. MAGARO, of East pennsboro Township, Cumberland County, Pennsylvania, 95 joint tenants with right of survivor ship and not as tenants in common, parties of the second part, herein designated as the Grantees; Witntssttlt, that the Grantors, for and in consideration of Sixty-four thousand and 00/100 ($64,000.00) Dollars ------------------------------------------------- lawful money of the United States of America, to the Grantors in hand well and tmly paid by the Grantees, at or before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged and the Grantors being therewith fitlly satisfied, do by these presents grant, bargain, sell and convey ""to the Grantees forever, All, ( , THAT CERTAIN Township Cumberland tract or parcel of land and premises, situate, lying and being in the )\ of East Pennsboro in the Caunty of and Commonwealth of Pennsylvania, more particularly described as follows: /,./ BEGINNING at a point on the northern line of Shaffer Street at the eastern line of Lot No. 12 on the hereinafter mentioned plan of lots, said point being 50.35 feet measured along said line of Shaffer Street eastwardly from the easterly line of Herin Lane; thence along said line of Shaffer Street North 71 degrees 58 minutes 30 seconds east 20.0 feet to a point; thence by fhe westerly line of Lot No. 14 on said plan North 18 degrees 01 minute 30 seconds west 140.0 feet to a point on line of other lands of grantors; thence along same south 71 degrees 58 minutes 30 seconds west 20.0 feet to a point; thence along the easterly line of Lot No. 12 aforesaid south 18 degrees 01 minute 30 seconds west 140 feet to a point on the northerly line of Shaffer Street, the place of BEGINNING. BEING Lot No. 13, plan No. 1 Gatesway Townhouses said plan being recorded in Plan Book 38, Page 144, Cumberland County Recorder of Deeds Office. HAVING THEREON erected a townshouse, No. 7~3 Shaffer Street, Enola, Pennsylvania UNDER AND SUBJECT to the easement of access in favor of other owners of lots on said plan and together with the right to use said easement as appears on said plan in common with other owners similarly entitled. eOOl( 114 PAGt 652- BEING the same premises which Ronald G. Gates and Donna L. Gates, his wife, by their Deed dated 5th day of September, 1984, and recorded in the office of the Recorder of Deeds in and for cumberland county, Pennsylvania, in Deed Book W30, Page 650, granted and conveyed unto John Barry Lawler, Jr. one of the Grantors herein. -< '"- CD 0 , --. >- "'= I ~j -. f- c', Z C\J , .,.., ::::J '- [ - 0 E:: ;~ - G- o- .. = C,} l_ L' -- :;- <: ~ ....1 ~ -> c.:: = ~~ L:..1' = I r," " m Z I '" -"- ::,:) - en ..~ ;~. ~:;- ;:t!: ;.::u C', ~~~;;. l"',) -..c:., ,'''''l ..;:;:, rti. ~,.... .;..'" ~'+ i'~-'" t,,~. ,..,..(:-1'1 'c:~:;l "'~. ~~~:;~;;;~ -.....,. --!: '=:::: ~.:~ "" '" ~. -J~' '.0 f ~~~~~~~ &~2:c.\';,"-' ';~:; ::;';;'-1 r:::;a c:;. ~l.:'. ..,. "'-I P"i '~ : - ~ r...::2:i '.cr,'..). f-.J "",? <:..? .;~ 0<:;;;', :::>:t - '" " '" '" .... M- .., G "'" ~~ - ..a 0.0 ,;.;:r ..... ,..,., I 1::",;::1 ,'" "" = 1:..-.\ 71::' ~" :": ..,. '" '" '.c> -- ." ...... = .- - '- c' '-', .... N -. '" - "" ...0 -, -.p ...' ,- Co.n t.:; '<:,-::> .=~' ~::? iiiii fir -. 1"-" t:o '''' :::~ t.:::... Ul ~, M--l::;\ , r.= ~~ l'!'I ~o;; '" .....~ ;:a' -r'fc", ......0 ~.... ....... ~";;o.. ::>rtl "' -, "" -I> ?5 "0 &;. 800K 114 P,\GE 653 lIragl!tilrr with all and singular the buildings, improvements, ways, woods, waters, watercourses, rights, liberties, privileges, hereditaments"and appurtenances to the same belonging Dr in anywise appertaining; and the reversion and reversions, remainder and remainders, rents, issues and profits thereoj; and of every part and parcel thereof; Anll alBa all the estate, right, title, interest, use, possession, property, claim and demand whatsoever of the Grantors both in law and in equity, of. in and to the premises herein described and ever)i part and parcel thereof with the appurtenances. lira illlUI! anll ta ilalll all and sinlJUlar the premises herein described together with the hereditaments and appurtenances unto the Grantees and to Grantees' proper use and benefit forever. Anll the Grantors covenant that, except as may be herein set jarth, they do and will farl!ul!r warrant and lldl!nll the lands and premises, hereditaments and appurtenances hereby conveyed, against the Grantors and all other persons lawfully claiming the same or to claim the same. In all references herein to any parties, persons, entities or corporations, the use .of any particular gender or the plural or singular number is intended to include the appropriate gender or number as the text of the within instrument may require. Wherever in this instrument any party shall be designated or referred to by name or general reference, such designa- tion is intended to and shall have the same effect as if the words "heirs, executors, administrators, personal or legal representatives, successors and assigns" had been inserted after each and every such designation. lIn llIIitnuB llIIilrrl!af, the Grantors have hereunto set their hands and seals, or if a corporation, it has caused these presents to be signed by its proper corporate officers and its corporate seal to be affixed hereto, the day and year first above written. 'ignl!ll, 'l!aJl!ll anll IIl!liuul!ll in tl!r pnuncl! af ar Attutl!ll by .:~.....~....................................." ~-ff.arr .."<~m 'Ma~~v...~~..................... QIommnnml'altq of ~l'nn.6ylttania. QIounty of iIill! it iRl!ml!mhrl!ll, that on O~ c2 '1/ ~ 1.65. : 1994 , before me the subscriber personally appeared John Barry Lawler, Jr. and Mary Anne Lawler, his wife, known to me (or satisfactorily proven) to be the person s whose name s are subscribed to the within deed and acknowledged that the y executed the same for the purposes therein contained. llIIitnI!BB"my.hffnd and seal the day and year afOresTfJi. ~.--t~ j /1 ,\, f I." -'7f'".~ )~~. .Iv ~~~~~. ............ ........... ........:........................................... 1"""..":.~~ ~~~,..~ -~4j ei~"?;: ~::"".~ .>,~,.;Jr~~j1t?'P~:~18DDK 114 PACE 6M '~~,. .M-,~~~,~"--........,.~. ... ~ ","~/I '^""" '" ~.""~ . Or....~~:>:....<\"" . 4ffy, ?\\. .' . -" ..,,~~'... .:, . NOT AHIAL SEAL DEBORAH K. ROSCHa, Notary Public Harnsburg, Dauphin County My Commission Expires Aug. 11, 1997 <!1aml1'UJnUJl'altq of l@l'nusgluanta. <!1auntg of iBr it 1Reltt2mtlrrrll, that on personally appeared who acknowledged self to be the 19 before me the subscriber, I !I!1.: of a Corporation, and that being authorized to do so as such corporate officer executed the foregoing instrument for the purposes therein contained on behalf of the corporation. llIitnu5 my hand and seal the day and year aforesaid. .............................................................................. - <l' '0 <D Q) '" ~ '+< '" (1j .,-i :;: . ~ <Jl '0 ~~ ~ /J ",-i C .r:: (1j - ~ - ~ ~ ):iI ~ H H '" a ..; ~ so H Z g ..; SO E-. t9 H ..; ~ ..; fit) H t9 ~ U S - ):iI "" ~ z . 0 ..: z :>: - i:ll ..; E-! Z >< ffi >< :I: ~ ~ 'l:l 0 ~ 0 ~ " /J Z ~ '" Q , nn3yivania ") .~;,~ Cumberland J 58 ...~. .. ~;; the off~ce for the recordina of D8(;-;'" '.~.C ynj f~~umbefiand coum~ "'~ ; .'0_",01<1 Voi~ Page t'V .~:J n:y hand and ~of offIce "1" ". ....<>.. this ::J- day. BOOK 114 PA~E 655 " " .~ :5 ~'& ... '" 0>.", " " ... ...,'l:l ~'l:l ~ '" '" " ~.~ ~:;-, '<;' "'~ .~ CI:I ~~ ... " " ~ " " "E} " 0 0>" .~ "" >: It I:l.) ~ Cr.; ~ ~...... It" " b"" ,,~ ""It ~.,.., ~ g:; ~ (t; \::.:~: ii ........:: ~~ I ~~~ ; s::s>!.~~ ~~~;v, ~ C/) : '- :~ ~.~ ~'\A .J: A o. ,.... 'i."; - '-'. A. SetUementStatement u.s. Departmenl of Houalng and UrtNIn DlIYelopment OMB No. 2502-0265 '" ,r B. Type 01 Loan 6. Flle Number 7. Loan Number 8. Mortgage Insurance Case Number 1. D FHA 4. D VA C. NOTE: 2. 0 FmHA 3. 0 COny. Unins. 5. 0 COny. Ins. This form is furnished to give you a st t of actual settlement costs. Amounts paid to and by the sellleme~t agent are shown. Items marked "(p.o.c.)" were paid outside the closing; they are shown here for Informational purposes and are not included in the totals. D. NAME AND ADDRESS OF BORROWER: RONALD G. GATES and DONNA L. GATES E. NAME AND ADDRESS OF SELLER: ANDREW S. MERLINA, JR. EXECUTOR OF THE ESTATE OF MARY T. MAGARO 723 SHAFFER STREET ENOLA EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY H. SETTLEMENT AGENT: A-I ABSTRACT ASSOCIATES INC. PLACEOFSETILEMENT: 1800 Linglestown Road, Suite COYNE & COYNE, PC, AttOrneys G. PROPERTY LOCATION: 102 Harrisburg, PA at Law 17110 (717) 257-5400 r. SETTLEMENT DATE: J. SUMMARY OF BORROW R'S RANSACTION K. SUMMARY OF SELLER'S TRANSACTION '.100. QijOs.SAMoullffoUE FROM .&.OIlIlOwEl'l:> '.. :.."'" '... .',.>.i '.';'400; GIlOSS AMoUNtDUET.osIiLLl!R:.:" ,........... .. tOl. Contract sales price 60, 000 ,00 401. Contrect sales price 102. Personal property 402. Personal property 103. Sememenl charges to borrOW.r: 403. (from line (400) 1,219.25 60,000.00 ~ 404. 405. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 4OS. Cltyhown Iaxes to 143.43 407. County taxes 04/11/0110 12/31/01 408. Assessments 10 409. School tax 04/11/01-06/30/01 410. SEWER/TRAS 04/11/01-06/30/01 411. 412. 420. GROSS AMOUNT DUE TO SELLER: ~ .,,'.:.:< t::::::::::::;:m/. :t::::ttsoo1{:REcubnoNfdN'::iMQUNt:.6Ue?fChimtttRW:n .... ':""':"""." ::(::;::;\:m\:;:ft;:r:;:(:; 5, 000 . 00 501. Excess deposit (see instructions) 502. Settlement charges to selle, (line 1400) 503. Existing loan(s) taken subject 10 504. Payoff of llrat mortgage Ioart 505. Payoff of second mortgage loan 508. 2001 CO/:rWP TAX 507. SEWER/TR 2ND QTR 508. 509. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 510. City/town taxes to 511. County tax8S to 512. Assessments . to 513. 514. 515. 516. 517. 518. 519. 520. TOTAL REDUCTIONS 5,000.00 IN AMOUNT DUE SELLER: , ,'i.';. ," .'. .'. 6llO,CASI{At:S6! ! 1,."""l!Nt;TO!fRI)M SIi.I,.LliIl;;.... ..i"'.". ... 104. 105. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: IOS. Clty/town taxes to 107. Countytaxas 04/11/01to 12/31/01 108. Assessments to 109. School tax 04/11/01-06/30/01 110. SEWER/TRAS 04/11/01-06/30/01 111. 112. 120. GROSS AMOUNT DUE FROM BORROWER: l!OO; AMOllNTS pAiD. BVOA iN iiElli\(f'oi' BOIlA6wERi.; 212.38 77.89 212.38 77.89 143.43 201., Deposit or earnest money 202. Principal amount of new loari(s) 203. Existing loan(s) takan subject to 204. 205. 206. 207. 208. 209. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 60,433.70 2,405.00 210. Citylto,wn taxes 211. County taxes 212. Assessments .213. School Taxes 214. 215. 216. 217. 218. 219. 220. TOTAL PAID BY/FOR BORROWER: 3.00.. cASj{ At: !lr;rtT~IlMlltrr.Fi!6M1f~ ~DRIl()WIlR( ...; ~ 2,690.30 301. Gross amount due from borrower 302."' Less amount paid ,bylfor bclrtowet (line 120) (line 220) 61 , 652 . 95 601. Gross amount due 10 seller (fine 420) 5 , 00. .0.-'-'- 0 0) 602.. Le$s total tedllctionsln amount duEl seller (line 520) 60,433.70 2,690.30) 303. CASH I!S FROM 0 TO BORROWER: ~ 56,652.95 603. CASH I!S TO 0 FROM SELLER: ~ 57,743.40 ~ -501 (8811).01 .. VMP MORTGAGE FORMS - (313)293-8100 . (800)521-7291 HUD.l (3.86) RESPA, HB 4305.2 , ": ':]iQ,*JH;.{?JFJJ~*:::ilil~~' OMB No. 2502-0265 ~ .;:~#i.~~~~:1tt 4~':'~f;: ~ilibf.1:A4&~f~~~!H#4W~t~*~1tn: ili~f:t% 700. TOTAL SALES I BROKER'S COMMISSION: BASED ON PRICE to $ 60,000.00 It %. 1,800.00 PAID FROM BORROWER'S FUNDS AT SETTLEMENT PAID FROM SELLER'S FUNDS AT SETTLEMENT 1,800.00 Ii' .~ '~blll 'lIN])il", : 701. $ 702. $ 703. 704. ::::WJ: ...... .m:-'....':...~....*~;~.>-:;.tN. to to,. REALTY PROFESSIONALS INC 001_ 802. 803. 804. 005. 806. 807. 808. 809. 810. 811. ;illMfm~Mlnl~OIMl .':~Y' . .....llf 901. lole,.stlrom . 04/11/01 to 902. M.ortgage InsurCince premium for 903. Hazard ir'lsurslicE! prem,ium lor 904. Rood Insurance Pfflmium for 905. 1\( 1001. '.- - . ,. '. AWtals~i.fea:io: c:~edjt repo-:t to,: 'lei'idei"S 'inspebtio:n i~ MOftgage insuranc~ applicalioo lee to ASsumptIOn fee . .:'DMtwm It $ /day mos. to yrs.,to Yfs_to Rood Insurance ,,', . School property taxes :-.:Mf.~H1r,*$.f~':tw.:~ tilOfIths 0$ months @ $ monlhS CD $ months @ $ . tno"ths It $ mont~s_ @ $ month. It $ per month per month per: month pe,r month pet,l'titkittl pe_r month j)el'm6nlh rm nlh 1002. Mortgage insurance H)O~l City propertY taxes 1 004. ~~ly p:roperty,_~.xes AIii1Ual assessments ~ 101, Settleml;lnt or ,C,lpsing fee t(),. 11 ():;t Abstract (it tltie search to 1103. Title exam'nation to _11'04; .Title intiuralit!e binder: to_ .1.1 05. D~ument prflPa~at\on 1 H)S-, Notar}dees lo 1107. AUorneys'feesto (Includfls ahovfI ,'fJlf1$ Numbers: 1108. Title insur8~e to (includes aboYf itiHn. Nu,inbm: A-I ABSTRACT ASSOcIATES !NC 75.00 1109. 1110. 1111. 1114t 1113. 0lil'kllNl!li'lMijijfjtlll~ ....... A-I ABSTRACT ASSOCIATES, INC A-I ABSTRACT ASSOCIATES INC Lender's_coverage $ OWr!sr'$coversge ,$ 60.,0:00:._00 PA End. 300, 100, 8.1 APPROVED ATTOllNl>Y FEE COYNE & COYNE, PC . RecOrding fees: Deed $ City/county .tax / s_tamps: Slate tax I stamps "': '4: "Wih;ti::>;t#f~ .,Mortgage $ 600.00 ; Morlgage$ 600.00 ; Mo"gage$ ; ReleaseS $ 25.50 600.00 600.00 1400. TOTAL SETTLEMENT CHARGES (Enler on line 103, Section J.end-line 502, Section K) 1,219.25 2,405.0 I have carefully reviewed the HUO.1 Settlement Statemenl and to Ihe besl 01 my knowledge and bellel, it is B tllJe and accurate statemenl 01 alll'9Ce1pts and disbursements made 00 m, ,~""",O'by ~ In 'hi. '''0'/'1'' "'1nll ..II,,, I ,I... ",.,"". 'op, ot 'hO HUo-l S.IlI"",,,, 2Z.' nr ~. Sorrowsr ' .,"(,: 001" 04/11/01 S.II... j_5~~ L~ ! D..., ...Jl4/11/01 RONALD G _ GATES REW S. LINA. R., xecutor Borrower: ~i>"~ J'. UUL'IINA. L. liA..Lbti ~ Date: 04/11/01 Seller: Date: The HUD.1 Settlement Statement which I have prepared Is a true and accurate In accordance with this stalement. account of this transaction. 1 have caused or will cause the funds to be A-I ABST~T ASSOC TES INC. Dale: 04/11/01 Settlement Agent: ' WARNING: Ills a crime to knowingly make false stalemenl1 to the United Slales on this or any o1her similar form. Penalties upon convl For details see: TIlle 18 U.S. Code Section 1001 and Section 1010. ~ -502 (8811).02 disbursed VMP MORTGAGE FORMS (3131293.8100. (800)521-7291 PAGE 2 ""'."",,.,,'". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Norma M. Crognalp Debts of decedent must be reported on Scheduler. FILE NUMBER ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Richardson Funeral Home, Inc. $ 3,834.00 29 SouthhEnola Drive Enola, Pennsylvania 17025 2. Our Lady of Lourdes $ 231.75 Meal and Services B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Andrew S. . Merlina, Jr. $11,446.00 Social Secunty Number(s) I EIN Number of Personal Representativels) Slreet Address 1389 Ouail Hollow Road City Harrisburg State PA Zip 17112 Year(s) Commission Paid: 2001 2. Attorney Fees Peters & Wasilefski $11,576.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumbe!:land County Register of Wills $ 247.00 5. Accountant's Fees Gift & Associates (Prepare 2000 Tax Return) $ 125.00 6. Tax Return Preparer's Fees 7. The Sentinel $ 68.03 8. Cumberland County Law Journal $ 75.00 9. Pennsylvania Department of Revenue $ 59.00 TOTAL (Also enter on line 9, Recapitulation) $27,661.78 (If more space is needed, insert additional sheels of the same size) . FlEV.1512E.'f./.l.97) ~ -.4,': -, ,", ~ ,,~-, - " -, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER ESTATE OF Norma M. Crognale Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT $ 7.70 $ 12.49 $ 301:55 $ 87.75 $ 20.21 $ 32.90 $ 12.72 $ 2.99 $ 32.35 $ 100.00 $ 398.00 $ 8.44 $ 57.31 1. The Patriot News 2. 3. 4. 5 . 6 . 7. 8. 9. 10. 11. 12. 13. Comcast (T.V; Cable) PPL (Electric) East Pennsboro Township (Sewer) Pennsylvania American Water Company Healthouth Rehab (In house fees) Holy Spirit Hospital AT&T Verizon Pulmonary and Critical Care Medicine Associates Lower Allen EMS Belvedere Medical Center Check TOTAL (Also enter on line 10, Recapitulation) $1 074.41 (It more space is neede<l, insert e<lditional sheets ot the same size) REV.15138<~(1'97), ~ _ ~' If~,,';;,~ ,,' :;;; , -, ,. ,- COMMONWEALTH CF PENNSYLVANIA INHERlT ANCE -: AX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER M ~ '" 1 ~ o NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 1. TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT 00 Not List Trustee(s) 1, Robin Sheriff 30 Victor Drive Mechanicsburg, Pennsylvania 17055,". Daughter 2. Robert Crognale 8965 Bridgecross Drive Jacksonville, Florida 32244 AMOUNT OR SHARE OF ESTATE $164,4.87.70 2/3 $109,658.46 1/3 $ $54,829.23 ENTER DDLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET [I. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTiONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If mare space is needed, insert additional sheets of the same size) z o '"' S " (') ... o "" ::l " ,.... ro~ f"::J ~ r ~.. n"-r 21-01-84 LAST WILL AND TESTAMENT OF NORMA M. CROGNALE I, NORMA M. CROGNALE, of East Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM 1. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II. I devise and bequeath all of my estate, of every nature and wherever situate, in the following manner: A. I devise and bequeath the premises located at 723 Shaffer Street, Enola, Cumberland County, Pennsylvania, together with all contents and furnishings therein, and any insurance policies on said real and personal property, to my daughter, Robin C. Sheriff, if such premises are still owned by me at the time of my death. ~ ~ ~ .~ '() \ B. Two-thirds of the remaining residue of my estate, of every nature and wherever situate, I devise and bequeath to my daughter, Robin C. Sheriff, if she survives me. And if she does not survive me, her share shall be distriputed to her issue per stripes. C. The remaining one-third of my residuary estate, both real and personal, I devise and bequeath to my son, Robert J. Crognale, should he survive me by thirty days. In the event my son, Robert J. Crognale, does not survive me, then his one-third share I devise and bequeath to my daughter, Robin C. Sheriff. ITEM Ill. I appoint Andrew S. Merlina, Jr., guardian of any property which passes either under this will or otherwise to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such "..;r,4~.:~\i&..:;~,:;;~:j:t';i;..;,,;;"'j"'" "',:;;,~~;~ '~:"'!",....'~;~'i\.!~:~,~b_,"~"~',;,,:""';':".'~;;;:'~i!;~~~~":.' "",~.;:..' ".-:":,, . ; ., support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. Should Andrew S. Merlina, Jr., predecease me or cease to act as guardian, I appoint Joseph F. Merlina, guardian. ITEM IV. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. ITEM V. I appoint Andrew S. Merlina, Jr., executor of this my last will. Should Andrew S. Merlina, Jr., fail to qualify or cease to act as executor, I appoint Joseph F. Merlina, executor of this my last will. ITEM VI. I direct that my executor or guardian or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my band this~ day of ~_, 2000. n ilL Norma M. Crognale .' ,'<ii--'~~~:.Q;~;-~1~'f""~;;';'",',^1::'c1,-;,;,~~~:q::'.i:%;;i;1-;_~;;;:"',<"., .. The preceding instrument, consisting of this and three other typewritten pages, identified by the signature of the testatrix, was on the day and date thereof signed, published and declared by Norma M. Crognale, the testatrix therein named, as and for her last will, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed Oltr names as witnesses hereto. /1 ~-- I .. ---- "" --------- ....r ,/1_II._t ....52 ./ .>>'1 /' .~/~ q~ COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF DAUPHIN We, NORMA M. CROGNALE, U), f /,- am T U+Vi:5 JeU y ~. 1-/-"",,' " J'" . . and j kV)f\; ::; (::Jrm~, the testatnx 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 testatrix signed and executed the instrument as her last will; that she had signed willingly; that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as witness and that to the best of their knowledge, the testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or Subscribed, sworn to and acknowledged before me by the testatrix, NORMA M. CROGNALE, and subscribed and sworn to before me by )d!f'run IQ-tevs '~ei.i/{ 2:.. ~({e. and \\ . ---r () '. . '7 ft..il --r- . ~JPI'lO,<; .1 .Q(rr1(-'~,wltnesses,thls ~l_dayof <--'(]/VlUO-'i . ,2000. tj~~~.)~. No1arial Seal P. Ka\hl'JT' Swartz. Notary Public . Han1Sburg, Dauphin County My Commission Expires Mar. 30. 2003 Member. Pennsylvama AsSOCIatIOn 01 Notaries PETITION FOR PROBATE and GRANT OF LETTERS Register of Wills for the , Deceased. County of r.llmnprl ::lnr! in the Social Security No. ,I 7'( -).. l\ - 7 & 7 5 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(59, who is/smd 8 years of age or older an the executor in the last will of the above decedent, dated and codicil(s) dated I - ~ ,-.2 r-Jc>o No. To: 2.1-01-84 Estate of Norma M A C:roe:n~ 1 p also known as named , 19_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumber1 and County, Pennsylvania, with her last famjly or prin9.Qal residence at 7~ ~~affer StreQt, Enol... ( DlST ~~NN~<R5/',et") TC)_~ "- (list street, number and muncipality) Decendent, then ~~ years of age, died .T::inl1~ry q, 7001 at HarriRhnrE HOHpir::ll 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 for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (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: One-half interest in 723 Shaffer Cumberland County, PennRylv~ni~ 170/1) x~l&cx t:'" <--:9 $ JD} 6n~./" /-- $ ~ $ $ ..} ~ O~!\ .~-- Street, Enol::i, WHEREFORE, petitioner(. respectfully requestW:- the probate of the last will and codicil(s) presented herewith and the grant of letters tes tamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. -- t~ O-L- ~~~g- Vl __ ll.l '- et::~ Ad -g.g n rew S. Merlina, Jr. ~'E 1389 Quail Hollow Road ~~ HarriRhure, FA 1 7117 ;;0 ~ = co en OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I s~ COUNTY OF CUMBERLAND J ~ The petitioner(s) above--named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well d truly administer the estate ac ding to law. s<k Sworn to or affir m. ,eel and subscribed { before me this 18th day of , JANUARY 2i 2UO 1 ~.l~I/n-7,///A// ~ ' RegiS r /6-~e~-13 V:l OQ' "- ;::s t:l - $I:;: ~ ~ No 21-01-84 . Estate of NORMA M CROGNALE , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JANUARY 18 ~001 , 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 January 3, 2000 described therein be admitted to probate and filed of record as the last will of Norma M. Crognale and Letters Tes tamentary are hereby granted to Andrew S. Merlina, Jr. '>?;bL.f/~-(/'2~/.//d~/iftj/c(,. L~~/?uo/ / R gister of Wills j FEES Probate, Letters, Etc. ......... Short Certificates( ).......... x-pag~s. RenuncIatIon ................ JCP $ $ $ $ 5.00 TOTAL _ $ 247.00 .. J.qlJ.\l~:r.:Y.. ~~.,. .20P.1.............. 200.00 30.00 ll.UO ATTORNEY (Sup. Ct. J.D. No.) 09983 2931 North Front St., Harrisburg, PA 17110 ADDRESS Filed (717) 238-7555 PHONE r 77~0 6:7 Clzz:,/'//'~y ';,:::.. IU'.V 'JlIII) 11S is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as t, leal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. f"'" 111"""/'''/''""" illllll~~\\" OF PEi'---___ 1~77~~~\. /I~*- ~~ ! ~I .~.'. ..... . ,~~ ~ c::'.Ilir#:' :.i:~ :: e,...)~ 'j'~ ~ ! ~ \ * ~~.' ,. .,'. .~I * ~ '\ ~~ ..~~~~..~ ... . /./~l '\. ~ "-... /s~S I" -- '-;.9. ::-~ '-\,\, ~ 1,1 ---..-, {MENl \)\ "11111 "--""""",~,,""JI J JII' I /) t.,,~;-;"r..~'''f:....' /~'? ,.d-..-" Ar .. ",.. ,. f~~~.:l ~h.._:r:{~~,?~~r-..,-~~ , {.. ~ i,'" Local Registrar (j Fee for this certificate, $2.00 P 7174516 JAN 1 3 2001 Date 21-01-84 .143 Rev. 2187 COMMONWEALTH Of PENNSYLVANIA e OEPARTMENT OF HEALTH e VITAL RECORDS CERTIFICATE OF DEATH NAME Of DECEDENT If itS! MIlXlIe. las) ,. Nor m aM. C r 0 g n ale AGE (last BwthOay) UNDER 1 YEAR UNDER I OW MonIhe Days Hauls Minut.. SEX zfema 1 e STATE FILE NUMBER SOCIAL SECURITY NUM8ER 3. ) 74 20 4875 dtf/ Yrs. PlACE OF DEATH ICl'>eck onl.,. 0I'e -- __ .n$lluc!.On$ on Qlhel SlOe) HOSPITAl.: E 1 P Inpalienl tiD ER/Ouq)altent 0 7. no a, a . Ia. FACllrTY NAME III nol.nsfol\J~Ofl. gM! sIleel and number. SIATHPlACf (C.ry ~r.d Slale Of F creogo COUnllV) 74 001\0 5. COUNTY OF OERH t2. ital DECEDENT'S EDUCRION MARITAL STATUS. Manied S h. esI com led N_ Marned. WIdl:Iw<<S. Elementary/Secondary ~ Oivotced (Speedy) 'Of~ (14Of5+) t.. Widowed Did 17e.~ 'M,decedenlliYedin E a s t Pen n s b 0 r 0 decedenI MlI1a Cum b e r 1 and lOWn&hip? 17d.O :;.:::=.= of MOTHER'S NAME (FI/st. Mldc:lle. M..,<len Sutname) ,t. Mar y T. A c r i INFORMANT'S MAILING AODReSS IStreet. Cdy/lOwn. Slate. Zip Codel ZGb. ) 3 8 9 Qua y 1 e H 0 1 low Rd. H A R R I S BUR G , PLACE OF DISPOSITION. Name of CelMlery, Clematory LOCArION . CitylTown. Slale, Zip Cod. IN OIhef Place Holy Cross Cemetery Z1e. RACE . ~an Indien. Black, While. etc. (~) '0. W hit e SURVIVING SPOUse I" ""e. gMI maoOlln 1\IIT18) .L ..... Dau hin DECEDENT'S USUAL OCCUPRIOH (~:o,~_:oa::e ::~:f . 11.. C 1 e r i c a 1 111t. DECEDENT'S MAlLlNG ADDRESS (5Ir",. CIIy/lOwn. s... Zop Codel of Pa. Harrisbur Wll.S DECEDENT EilER IN U.S. ARMED FOOCES? Yes D No IX! 723 Shaffer Enola, Pa. ,.. FATHER'S NAME (FirS!. Mi<1dle. LaSl) t.. J 0 s e ph P. Mag a r 0 INfORMANT'S NAME (T .,.pelPtlntl Andrew S. Merlina METHOD OF DISPOSITION Burial Dl Crematioft 0 RoImovat "om Slat. 0 Olher (Spec;11yl St. 17025 DECEDENT'S ACTUAl RESIDENCE (See 1/l5lrucllOflS on OIher SIde) 17.. Slale Pa. 1Wp. 1lb. Coun city/t)On). pa. 171 ) 2 1 2 , 2001 Harrisburg, 21... Pa. LICENSE NU"'BER 22b.O 1 2 7 7 4 - L ledge. death occurred ~llhe Itmtt. dale and place slaled NlME AND AOORESS OF FACILITY ~.i C h a r d son F. H . 2 9 S . En 0 1 aD r . En 0 1 a , P a . I 7 0 2 5 LICENSE NUMBER DATE SIGNEO (MonltI. Day. 'tUr) 23b. Z3c. ~s CASE REFERRED TO MEOtCAl EXAMINEAlCORONER? V.aO SequencialIy ... conditions if any,lMdIng IQ irntn.diale QUM. EnIer UNOEAU'lHG CAUSE (DiMaM Of .,...,. IhaIIflIliaIed __ r-*'O 111 0IIa1h1 LAST (/(// a. t AW((llumotle : interval be<<wMn I ClnMt and dealt\ t : ~ IIerns 24-28 mUll be completed by ~ . peBOn wno pl'Of'lClUrICM dealh. 2.. M. 25. 27. Po\RT I: Em., lhe diseases, inJuries or complicaloons which caused the death Do noleme, lhe l.. only ON cause on each line, lIIMEOIATl CAUSE (fInal dIMase or condiIion r-.lllnQ"" 0UlI'l1- PART R: Olher sig/lillc:anC conditions contributing IQ deatll, but not resulting in Ihe \IrIdertying -=-- given in PART I. e. DUe 10(00 AS A CONSEOUENCE OF): ~ AN AUTOPSY PERFORMED? d. WERE AU10PSV FINOINGS A~l.ABl.E PRIOR 10 COMPLETION OF CAUSE OF DEATH? MANNER OF DEATH DATE Of INJURY (Monltl. Da.,.. ~arl TIME OF INJURY INJURY J(( II\IIORK? DESCRIBE HOW INJURY OCCURRED. NaIUlal ~ D o HomICide o o o ~E OF INJURY. Al home. la'~eet. lactocy. offic:e building,~. ,Speclfvl JOe. Yes 0 NoD --- .~ Accident Pending Investigalion ......m No 0 Y.. 0 No-a .... 3Oc. 33. b;{/ d! ~ I Suicide Could noI be determIned 2ta. 2.b. CSI1'IfIER ICheck only one) .CERTlI'YlNO PHYSICIAN (PhYSlCIafI cerhlytng cause ~ dealh ""'en 3no1her phvSICoan has pronounced dealh ano compteted Item 2Jl To Ihe beat o. my knowledge, deeUt occurNCll due _the cauM{S) and manner aa ...ted. . . . , . . . . . . . , . . . . . , . . . . . . , . . , , , , . . . , . . , , . . , . . . . , . . . , , 29. .ii ~ ;I ~ 'PRONOUNCING AND CERTIFYING PHYSICIAN IPhySIClafI boIh ;)IOOOuI'lC.ng C1ealh and certt/.,.ong 10 causa 01 dealhl To the ~ 0' my knoWledgfl, dealt\ occurred at the Ulna, date, and place, and due 10 the r:auM(aland manner.. steled.. . . , . . , . . . . . . . . . . . . . . . , . . .MEDICAL EXAMINER/CORONER ~~~:rb::l:t::=.~~~~t~~~ .a~~~ ~~~~~t~~~t.~~: i,n, ~.Y.~~i,n,i~~: ~~~~~ ~~~~r.~~ ~~ '.~~ ~I~~,.~~t~: ~~~.~I~~~: ~~~.~~~ ~~ ~~~ ~~~~~~).~~ 0 31.. ~ 34. 1.1.. ~ 0# J I y- 'f ~ CERTIFICATION'OF NOTICE UNDER RULE 5.6(a) Name of Decedent: NORMA M. CROGNALE Date of Death: January 9, 2001 Will No. 2001-00084 Admin. No. 21-01-0084 '/ To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Fphrllrlry hi ?nn1 Na~e Robert Croqnale Address 8965 Bridqecross Drive. Jacksonville. FL 32244 Robin Sheriff 30 Victor Drive, Mechanicsburg, PA 17055-2914 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Data: L...:. ~ - D ) U LLP- ..~ Signature Name William J. Peters, Esquire . . Address 2931 North Front Street Harrisburg, PA 17110-1280 Telephone (717) 238-7555 Capacity: Personal Representative x .Counsel for personal representative \ - - ~-~- --~-- ~ FAMILY SETTLEMENT AND FINAL RELEASE ESTATE OF NORMA M. CROGNALE . 1 . I f~-\' . . . \, . KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, Norma M. Crognale, late of 723 Shaffer Street, Enola, Cumberland County Pennsylvania, Deceased, died Testate on January 9, 2001, having made her Last Will and Testament, which was duly executed on January 3, 2000, and duly recorded in Cumberland County, Pennsylvania File No: 21-01-0084. Register of Wills; and WHEREAS, the said Norma M. Crognale, by her aforesaid Last Will and Testament, named Andrew S. Merlina, Jr., Executor of her Last Will and Testament; and WHEREAS, Letters Testamentary on the Estate of the said Norma M. Crognale were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Executor on January 18, 2001; and WHEREAS, the said Andrew S. Merlina, Jr., as Executor of the Estate of Norma M. Crognale, having gathered the assets of the Estate of the said decedent and the assets consist of both real property and personal property to a total value of $232,862.65, as set forth in "Exhibit A", which is a statement of account of the said Executor and which is attached hereto and made a part hereof and marked "Exhibit A"; and WHEREAS, the debts and deductions, including the payment of Pennsylvania Inheritance Tax in the said Estate, amount to $68,374.95, leaving a balance for distribution of $164,487.70 , also set forth in the statement of said Executor, which is attached hereto and marked as "Exhibit A"; and WHEREAS, the balance for distribution as shown in the said statement marked "Exhibit A" has been distributed in accordance with the terms of the Last Will and Testament of the said Norma M. Crognale. NOW, THEREFORE, KNOW YE, that I, Robin Sheriff, 30 Victor Drive, Mechanicsburg, Cumberland County, Pennsylvania 17055-2914 and I Robert Crognale, 8965 Bidgecreek Drive, Jacksonville, Florida 32244, being the children of the said Norma M. Crognale and being those persons entitled to inherit under the terms of the Last Will and Testament of the said Norma M. Crognale, and being the person entitled to inherit under Item II band c of the said Last Will and Testament do hereby acknowledge that we have this day had and received from the aforesaid Executor, in full satisfaction and payment of all sum or sums of money, legacies, bequests and devises as are given, devised and bequeathed to me by the said Last Will and Testament the amounts due me under the said Last Will and Testament, which amounts we have received this day, and which amounts are in the amount set opposite my respective name in the Table and Schedule of Distribution and said Statement attached hereto and marked as "Exhibit A"; and We do hereby stipulate that in order to avoid the expense and time involved in the filing of a Formal Account and Schedule of Distribution, I agree that no account is necessary and do hereby agree that I do consent to distribution being made without the filing of an Account and Schedule of Distribution, the same to be with the same force and effect as if one had been filed and confirmed by the Orphans Court Division of the Court of Common Pleas of Cumberland County , Pennsylvania. THEREFORE,! do hereby remise, release, quit claim and forever discharge the same Andrew S. Merlina, Jr., Executor aforesaid, his heirs, executors, and administrators and assigns, of and form the said Estate from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the Estate of said Norma M. Crognale, and the deeds of the Executors of the Estate, and I do further hereby covenant and agree that should any liability come due to the Estate of the said Norma M. Crognale after the signing of this Agreement, I hereby covenant and agreed , as an aforesaid heir, that I will contribute pro rata, my share of the Estate to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted against the Estate of Norma M. Crognale, Deceased, or the aforesaid Executor after the signing, sealing and delivery of this Family Settlement and Final Release. IN WITNESS WHEREOF, I hereunto set my hand seal this I ~ day of ~ (j~ L1f\ 6 f,(,. , 200 1. Witness ~~ Robill c. Sheri~~ C 2/kjI :... . NotarIal Seal Ptdc " ',\ Y J. QouIfer. Not8IY ~ ~ Joring _., Cumb8rI8Rd n1mIIelon Exptres Nov. 17, 2 :.".1"1" '" Ncartes AFFIDA VIT COMMONWEALTH OF PENNSYLVANIA ) SSN: COUNTY OF CUMBERLAND ) On this, the IS!: day of N ('\ \1 f.-N\ ~ 't/L , 2001, before me, a Notary Public, personally appeared Robin Sheriff, known to me (or satisfacto~ily proven) to be the beneficiary mentioned in the above Acknowledgment and release whose name is subscribed thereto and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. 0\~< ~-,~ Notary bli~ Notarial Seal "J. ~ NotarY PdlIc !Dring _., cumb8rland ~ 'nrniSaIOO Expires Nov. 17, 2')0:.\ ~-:.,~:'~ ,.,.... ..,f:' I"le~ day, and which amounts are in the amount set opposite my respective name in the Table and Schedule of Distribution and said Statement attached hereto and marked as "Exhibit A"; and We do hereby stipulate that in order to avoid the expense and time involved in the filing of a Formal Account and Schedule of Distribution, I agree that no account is necessary and do hereby agree that I do consent to distribution being made without the filing of an Account and Schedule of Distribution, the same to be with the same force and effect as if one had been filed and confirmed by the Orphans Court Division of the Court of Common Pleas of Cumberland County , Pennsylvania. THEREFORE,! do hereby remise, release, quit claim and forever discharge the same Andrew S. Merlina, Jr., Executor aforesaid, his heirs, executors, and administrators and assigns, of and form the said Estate from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the Estate of said Norma M. Crognale, and the deeds of the Executors of the Estate, and I do further, hereby covenant and agree that should any liability come due to the Estate of the said Norma M. Crognale after the signing of this Agreement, I hereby covenant and agreed , as an aforesaid heir, that I will contribute pro rata, my share of the Estate to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted against the Estate of Norma M. Crognale, Deceased, or the aforesaid Executor after the signing, sealing and delivery of this Family Settlement and Final Release. IN WITNESS WHEREOF, I hereunto set my hand seal this It day of poll , 2001. Witnes~ !}?>tb,~ #"S7~ertJ. Crognale ' ~ / ,.o/'ilR '/.:f:,,~ fmberlv Harrington f.' :~..\ MY COMMISSION' CC915052 EXPIRES ~. : .. March 1, 2004 -1'j ~,\t\." eONDEO THRU TROY FAIN INSURANCl.IHC. ffllll.~i\ STATEMENT OF ACCOUNT ANDREW S. MERLINA, JR. EXECUTOR OF THE ESTATE OF NQRMA M.CROGNALE Personal Property 101 U.S. Savings Bonds Certificate of Deposit - Allfirst Bank Certificate of Deposit - Allfirst Bank Certificate of Deposit - Allfirst Bank Savings Account - Allfirst Bank Checking Account - Allfirst Bank U.S. Treasury Rebate Conrail Pension Payments AARP Insurance Rebate Health Care Refund Moffit, Pease & Limm Refund Prepaid Funeral Expense Total Income Real Property Real Estate located at 723 Shaffer Street Enola, Cumberland County, Pennsylvania 17025 (Joint Tenant 500/0) Total Principal Receipts Disbursements Richardson Funeral Home Our Lady of Lourdes Administrative Costs (Andrew S. Merlina, Jr.) Attorneys' Fees (Peters & Wasilefski) Cumberland County Register of Wills Gift & Associates (Prepare 2000 Tax Return) The Sentinel Cumberland County Law Journal $8,391.52 $41,150.22 $40,980.54 $41,355.64 $51,023.02 $15.543.94 $103.05 $178.28 $100.00 $8.44 $167.00 $27.00 $3.834.00 $202,862.65 $30,000.00 $232,862.65 $3,834.00 $231.75 $11,466.00 $11,576.00 $247.00 $125.00 $68.03 $75.00 {; v' STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WILLS, COUNTY OF Cumberland _____, PENNSYLVANIA Name of Decedent: Norma Crognale Date of Death: 1/9/01 File No. 21-:0A-84 ______________ _______ Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: YES ___~ 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.1 is "Yes", state the following: a. Did the personal representative file a final account with the Court? YES __ NO X b. The separate Orphan's 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~ 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:':lj7/Q2. U~-~L~_- Signature Wjlliam_l. J~eters, Esquire Name (Please type or print) 29J1J~Qd:b front Street ___ Address Harrisburg _____EA-_171l0__ 717-238-7555 Tel. No. Capacity: Personal Representative X Counsel for personal representative '\, /6 -- dL:':0 - /E BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-IU7 EX AFP COI-02) WILLIAM J PETERS E~ APR-1 PETERS & WASILEFSKI 2931 N FRONT ST l;, '> HBS ~rtlr~?110 :49 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-25-2002 CROGNALE 01-09-2001 21 01-0084 CUMBERLAND 101 NORMA M Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 NOTE: To insure proper credit to your account~ subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-y-:i6Cfj-EX-AFP-fol-:02i-------...--iNi..-ERITANCE--YAX-Si"A-yEMENY-OF'-ACCOU'Ny--.-..--------------------- ESTATE OF CROGNALE NORMA M FILE NO.21 01-0084 ACN 101 DATE 02-25-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUEl APPLICATION OF ALL PAYMENTS I THE CURRENT BALANCEI ANDI IF APPLICABLEI A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-04-2002 P R I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 9~185.69 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-04-2001 AA478243 459.28 91618.76 02-08-2002 REFUND .00 892.35- TOTAL TAX CREDIT 91185.69 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE~ SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 1/0~d{)3 - /3 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG I PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX Rf]t>::.ir' DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN .02 FEB 1 3 WILLIAM J PETERS ESQ PETERS & WASILEFSKI(';:I';~ 2931 N FRONT ST VU..II- HBG PA ('i1~~tJ; ql Q :48 02-04-2002 CROGNALE 01-09-2001 21 01-0084 CUMBERLAND 101 '* C- REY-1S47 EX AFP elZ-OO) NORMA M Amount Remitted 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 ~ REY=is'4j-EY-AFP--fi"2':oijr-NO,.-icE--OF-.rNHEifiTANCi-TAX-APPRAisEifENT~--Ai:.i-owANci-oR------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CROGNALE NORMA M FILE NO. 21 01-0084 ACN 101 DATE 02-04-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) s. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 8,391.52 .00 .00 194,471.13 30,000.00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: (9) (10) NOTE: 27,661.78 1~074.41 (11) (12) (13) (14) .00 X 00 = 204,126 .46 X 045 = .00 X 12 = .00 X 15 = NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 232,862.65 28.736 19 204,126.46 .00 204,126.46 (19)= .00 9,185.69 .00 .00 9,185.69 PAYHENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-04-2001 AA478243 459.28 9,618.76 TOTAL TAX CREDIT 10,078.04 BALANCE OF TAX DUE 892.35CR INTEREST AND PEN. .00 TOTAL DUE 892.35CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) E CERTIFICAT-ION . OF NOTICE UNDER RULE s. 6 ( a ) Name of Decedent: Norma M. Crognale Date of Death: January 9, 2001 Will No. 21-01-0084 Admin. No. / To the Register: I certify that notice of beneficial interest required by Rule S.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Fphrllrlry 5. 2001 : Name Address Robin Sheriff 30 Victor Drive, Mechanicsburg, PA 17055-2914 Robert Crognale 8965 Bridgecross Drive, Jacksonville, FL 32244 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except ~/A Data: l;-'~~(; I f C0 A-b ~)~ Signature" ~ Name William J. Peters, Esquire Address 2931 North Front Street Harrisburg, PA 17110-1280 Telephone(711 238-7555 Capacity: Personal Representative x .Counsel for personal representative _ _ __r__""\,__"!'",,, ._ ~ ~ J , . "Register of Wills of Cumberland County, pennsy vania INVENTORY Estate of Norma M. Croqnale ~J -01 - 1L) I Deceased No. Date of Death Januarv 9, 2001 Social Security No. 174-20-4875 also known as 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 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 Decedent owned no real estate outside 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. IfVlJe understand that false statements herein made are sUbject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: William J. Peters, Esquire 1.0. No.: 09983 Address: 2931 North Front Street Harrisburq, Telephone: 717-238-7555 Andrew S. Merlina Dated PA 17110 Description Value United States Savings Bond EE 8,391.52 Certificate of Deposit - Allfirst Bank, Enola, Pennsylvania 87008141168592 40,980.54 Certificate of Deposit - Allfirst Bank, Enola, Pennsylvania 87008140585637 41,150.22 Certificate of Deposit - Allfirst Bank, Enola, Pennsylvania 80000002219677 41,355.64 Savings Account - Allfirst Bank, Enola, Pennsylvania 87004600327519 51,023.02 Checking Account - Allfirst Bank, Enola, Pennsylvania 1114012601-63 15,543.9~ Total (Attach Additional Sheets if necessary) 232,862.6 ~OTE: The Memorandu~ of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, Include the value of each Item, but such figures should not be extended into the total of the Inventory. RW-4 . " , . Continuation of Inventory Norma M. Crognale Paqe 1 Description of Inventory Description Value US Treasury Rebate 103.05 Conrail Pension Payments 178.28 AARP Insurance Rebate 100.00 Health Care Refund 8.44 167.00 Refund - Moffit, Pease & Limm Associates 27.00 Prepaid Funeral Expense 3,834.00 Real Estate located at 723 Shaffer Street, Enola, Pennsylvania 17025 Jointly owned with Right of Survivorship with Mary T. Magaro (500/0 of Value) 30,000.00 $ Grand Total $ 232,862.65 PETERS & WASILEFSKI ATTORNEYS AND COUNSELORS AT LAw 2931 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 17110-1280 WILLIAM J. PETERS CHARLES E. WASILEFSKI DENNIS J. BONETTI JOSEPH C. PHILLIPS MICHAEL R. BONSHOCK THOMAS A. LANG STEPHEN F. MOORE BRIAN C. CAFFREY DEAN E. REYNOSA TELEPHONE (717) 238-7555 FAX (717) 238-7750 E.Mail Addresses: pwlaw@desupernet.net pwlaw@pwlegal.com April 3, 2001 WEB SITE: www.pwlegal.com Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, P A 17013-3387 Re: Estate of Norma M. Crognale SSN: 174-20-4875 No. 21-01-0084 Our File No. 1090-2 Dear Sir/Madam: Enclosed please find a check from the Estate of Norma M. Crognale in the amount of $9,618.76 representing an inheritance tax payment on the estate under ACN101. It is anticipated that a final inheritance tax return will be filed in the near future. Will you please provide me with a receipt of proof of payment in the enclosed, self-addressed envelope. If additional information is needed, please do not hesitate to contact me at the above address and telephone number. Thank you for your cooperation. Yours truly, LJ~A--.;.~ William J. Peters WJP:ks Enclosures Cc: Andrew S. Merlina, Jr. Mr. Robert Crognale Diane M. 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