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Home My WebLink About01-0086 .. . REV-1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 0086 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ACRI, ELIZABEIH M. 195-07-8175 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 10/21/00 03/06/1916 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 3. Remainder Return CHECK ;' Original Return ~' Supplemental Return ~ (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required ~ate o{ death aHer 12-12-&2) PRIATE 6. Decedent Died Testate 7. ecedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Att3chcopyofWill) (AttachacopyofTrust) BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between 0 11, Election to tall; under Sec. 91'3(A} 12-31-91 and 1-1-95) (Attach Sch 0) m\$~l(M!JlWjle_~~'PQIlIl~~'fi~I~A#tMl<Il!lfQIlMATIQl<i~l!!itI:6iilj!l~:fQf NAME COMPLETE MAILING ADDRESS COR- LINDA J. LUNDBERG, ASST. VICE PRFSIDill 4242 CARLISLE PIKE RE- FIRM NAME (If Applicable) P.O. BOX 308 SPON DENT me BANK, NA CAMP HILL, PA 17001-0308 TELEPHONE NUMBER 717-730-2265 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) None 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None 4. Mortgages & Notes Receivable (Schedule 0) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) None 6, Jointly Owned Property (Schedule F) 0 Separate Billing Requested (6) 564.00 RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) 757,307.00 8. Total Gross Assets (total Lines 1-7) (8) 757,871.00 9. Funeral Expenses & Administrative Costs (Schedule HI(9) 20,980.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 699.00 11. Total De<luctlons (total Lines 9 & 10) (11) 21,679.00 12. Net Value of Estate (Line 8 minus Line 11) (12) 736,192.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) None has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 736,192.00 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES , 15. Amountof Line 14taxableatthespousaltax rate, or transters under Sec. 9116(a\(1.2) . .0 (15) TAX 16. Amountof Line 14taxabJe at lineal rate 736,192.00 . .0 45 (16) 33,129.00 - COMPU- 17. Amount of Line 14 taxable at sibling rate 0.00 )( .12 (17) 0.00 TATION 18. Amount of Line 14 taxable at collateral rate 0.00 . .15 (18) 0.00 19. Tax Due (19) 33,129.00 20. 0 IQ~eKjjg~il!(YQQAijj!jIlj!j"Q"$tl8G~!:lQijNil;PlifJi.lil~ijP4YMi!!iJ;(\ , 1(Q- ~m- I E - .. . . .... ................;h;$e:$Qf\I$TQN'i$)Nlil"\A!JiqQl!;~lii$xm;e!i>\1ie:i1ANPRe:Pt\~MtlTh\@i<i<'..<......<.... o PA15001 NTF 29755 Copyright 2000 Greatland/Nelco LP- Forms Software Only . ESTATE OF ELIZABETH M. ACRI FILE NO: 21-2001-0086 Elizabeth M. Acri died testate on October 21,2000. Her Will named PNC Bank as Executor, however, since nearly all of her assets were held by PNC Bank, Trustee under her Revocable Trust Agreement dated April 19, 1977 the Will was not probated. PNC Bank, N.A. is filing the Pennsylvania Inheritance Tax return as trustee under the Elizabeth M. Acri Revocable Trust Agreement and party in possession of the decedent's assets. Estate of: ELIZABETH M. ACRI 8\.M-1ARY OF ALI..lXATIONS 'IO BENEFICIARIES Taxable at lineal rate EmENIA L. ACRI MARTIN L. ACRI MICHAEL F. ACRI SUZANNE ACRI (SR.ELIZABEIH M. ACRI) 184,471.00 183,907.00 183,907.00 183,907.00 736,192.00 21-2001-0086 PA REV-1500 EX (6-00) D dt'C It Add Page 2 ece en s ample e ress: STREET ADDRESS 3500 SULLIVAN STREET CITY I STATE I ZIP MECHANICSBURG, PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 33,129.00 28,500.00 1,500.00 Total Credits (A + B + C) (2) 30,000.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) 4, If Une 2 is greater than Une 1 + Line 3, enter the diflerence. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund 5. 11 Une 1 + Una 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Une 5 + SA. This is the BALANCE DUE. Make CheCk Payable to: REGISTER OF WILLS. AGENT (3) 0.00 (4) (5) 3,129.00 (SA) 0.00 (5B) 3,129.00 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; . . . , . . . . , . . . b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . , . . . . . . . . . , . . . . . , . . . . . . . . . . , . . . . . . . . d. receive the promise for life of either payments, benefits or care? .............., , . . . . . . , 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?, . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . , . . . . . . , . , . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . , . . . . , . . . , . . . . " ...,...... , . . . . . . . . . . . . . . . . . . . . . . .. 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other 1I1an the personal representative is based on information of which re arer has an knowled e. SIGNATUR 0 PERSO RES8 L FOR FILING RETU PNC Bank, N .A. DATE BY: 7 ADDRESS See Schedule attach SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ~t~'~~'~~!~!fA~~8tt8!i~~lu~~fl~~g~~~l!~i~~f~;;~;;i!+A~'~~!6~!i'Y~~r62k~({ Yes No ~ ~ 8 ~ eg DATE ADDRESS on on spouse [72 P.S. 8 9116 (a)(1.1) (i)]. For dates of death on OT a1tar January 1, 1995, the tal< rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. Ii 9116 (a)(1.1) (ii)]. The statute dop...: not p.l/p.mDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a naturai paxent, an adoptive parent, or a stepparent of the child is Q% {72 P.S. li9116{a)(1.2)). The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. 89116(1.2) [72 P.S. Ii 9116(aX1)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is n% \12 P.S. 99116(a)\1.3)]. A sibling "IS defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. o PA 15002 NTF 29756 Copyright 2000 Greatland/Nelco LP - Forms Software Only Estate of: ELIZABEI'H M. ACRI 21-2001-0086 The following person(s) are signing the return as representative(s) of the estate: me BANK, N.A. P.O. BOX 308 CAMP HILL, PA 17001 REV-1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ELIZABETH M. ACRI SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-2001-0086 If an asset was made Joint within one year of the decedenfs date of death, It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A E03ENIA L. ACRI ADDRESS 3500 SULLIVAN STREE:I' MECHANICSBURG" PA 17055 RELATIONSHIP TO DECEDENT DA1XW'ER JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH Include name of financial institution and bank ITEM FOR MADE account number or similar identifying number. DATE OF DEATH DECO'S VALUE OF JOINT NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENrSINTEREST 1 A 08/09/94 PNC BANK, NA 1,114.00 50% 557.00 CiA #5140112226 2 A 12/11/95 PNe BANK, NA 14.00 50% 7.00 S/A #5130123896 TOTAL (Also enter on line 6. Recapitulation) $ 564.00 7 CPA91 NTF 10909 (If more space is needed, insert additional sheets of the same size) CQPyv\gl1t Forms 50ttware Only, 1997 Nelco, Inc. REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ELIZABEI'H M. ACRI SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-2001-0086 This schedule must be completed and filed if the answer to any 01 questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY '?'oOF EXCLUSION ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S (IF TAXABLE VALUE RELATIONSHIP TO DECD & DATE OF TRANSFER. NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE) 1 DECEDENT CREATED REVOCABLE TRUST 0.00 ~TED 4/4/77 AS ~ 4/19/77 WITH aJMBERLI\ND mUNTY NATIONAL BANK AND TRUST, NKA PNe BANK, NA SOLE TRUSTEE. ASSETS CUVlPRISING SAID TRUST HAVE BEEN RE-VAUJED AS OF SEITlDR'S I:OD AND ARE LISTED BELCW: (SEE INS'IRUMENT A'ITArnED) 4,062.511 sh Blackrock Funds 60,206.00 Large Cap Val Eq @ 14.82 2,591. 894 sh Blackrock Fds 52,590.00 Select Equity @ 20.29 15,926.495 sh Blackrock Fds 317,097.00 Balanced Instl Fd @ 19.91 15,740.984 Sh Blackrock Fds 156,780.00 Managed Inst' 1 @ 9.96 14,964.140 Sh Blackrock Fds. 158,321. 00 PA Taxfree Ins. @ 10.58000 10,000 Par U. S. Treasury NT 10,083.00 @ 100.828125 Invested Incane Cash Balance 183.00 Interest to 10/29/00 4.00 Invested Principal Cash Balance 2,032.00 Interest to 10/29/00 11.00 TOTAL (Also enter on line 7, Recapitulation) $ 757,307.00 7 CPA01 NTF 10910 (If more space is needed, insert additional sheets of the same size) CopyrigM ytlrms So1tware Only, 1997 Nelco, Inc. REV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ELIZABETH M. ACRI SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2001-0086 Debts of decedent must be reDorted on Schedule I. ITEM NO. A. FUNERAL EXPENSES: DESCRIPTION AMOUNT 1 RI01ARDSON FUNERAL HCME, INC. FUNERAL SERVICES 6,500.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) LINDA J. LUNDBERG, ASST VP Social Security Number(s)/EIN No. of Personal Representative(s) Street Address 4242 CARLISLE PIKE:, P.O. BOX 308 City CAMP HILL State PA Zip 17001-0308 13,480.00 Year(s) Commission Paid: 2. 3. Attorney Fees Name: JX)NALJ) B. <::wEN, ESQUIRE Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 1,000.00 0.00 4. Probate Fees 0.00 5. Accou ntant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 None TOTAL (Also enter on line 9. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 20,980.00 7 CPA11 NTF 10911 Copyright Forms Software Only, '997 Nelco, Inc. , REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ELIZABE'IH M. ACRI Include unreimbursed medical expenses. ITEM NO. DESCRIPTION SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2001-0086 AMOUNT 1 TAMCOI' HCMECARE MEDICAL EQUUMENT RENTAL 310.00 2 PNe BANK, N .A. TRUSTEE'S cc::MMISSIONS ACCRUED TO 10/29/00 389.00 7 CPA12 NTF 10912 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 699.00 Copyright Forms Software Only, 1997 Nell;:o, Inc. . REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES ELIZABEIT! M. ACRI No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 EtXiENIA L. ACRI 3500 SULLIVAN STREET MEGfANICSBURG" PA 17055 2 MARTIN L. ACRI 3505 SULLIVAN STREET MEGfANICSBURG" PA 17055 3 MICBAEL F. ACRI 3600 SULLIVAN STREET MEGfANICSBURG" PA 17055 4 SUZANNE ACRI (SR.ELIZABEIT! M. ACRI) SACRED HEART CDNVENT 1420 S. THIRD STREET PHIIADELPHIA" PA 19147 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not Ust Trustee(s) DAI.rnI'ER SON SON DAWHTER 21-2001-0086 AMOUNT OR SHARE OF ESTATE 184,471. 00 183,907.00 183,907.00 183,907.00 ENTER DOLLAR AMTS. FOR D1STRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 7 CPA13 NTF 10913 TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 Copyright Forms Software On\)I, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) .", ~cY., 'X1/..D1'l,,1"'n~ ~ \'w ~l'T\t:~~,'.Y~::- ~' LAST WILL AND TESTAMENT OF ELIZABETH MARY ACRI I, ELIZABETH MARY ACRI, ot Hampden Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills and Codicils previously made by me at any time heretofore FIRST: I hereby direct that my personal representative, hereinafter named, to pay all of my just debts, not barred by any statute of limitations, as well as my funeral and testamentary expenses, including Pennsylvania Inheritance Taxes, as soon after my demise as may be practicable. Be it known that arrangements for my . \ closed casket SECOND: I hereby give, devise and bequeath all the rest, residue and - Eugenia L. Acri and Suzanne M. Acri, subject to restrictions provided below. THIRD: (A)Should either of my daughters predecease me their fractional share(s) shall pass per capita, to their surviving siblings. (8) Should Michael predecease me, his fractional share shall pass to his daughter, Christina Acri. (C) Should Martin predecease me, his fractional share shall pass equally and per capita among his four children: Nicolle A. Acri, Lauren M. Acri, Leah S. Acri and Marco E. Acri. To the extent that any (or all) of the children are not yet 25 years of age hislher fractional share shall be placed in trust. (D) I hereby nominate, constitute and appoint PNC BANK, NA and Martin's wife, Melinda M. Acri, as co-trustees to manage said trust fund accounts. However, if the amount(s) to be held in trust is too low for PNC to administer in a cost effective manner, I hereby authorize Melinda M. Acri to act as sole trustee (E) I hereby direct that expenditures be limited to assisting said children in pursuing a post high school education, including, but not limited to: application fees, tuition, room, board, books, lab and computer fees, transportation and living expenses. FOURTH: I hereby nominate, constitute and appoint PNC BANK, N.A. as Executor of this, my Last Will and Testament. IN WITNESS WHEREOF, I hereby set my hand and seal and declare this to be my LAST WILL AND TESTAMENT, consisting of this and one -6:1 ~ .:):. other typewritten page, identified by my signature, dated theLday of ~ 1997. ~ m~ ~.L ELI BETH MARy-")l.CRI (Testatrix) Be it known that at the request of the testatrix, we have witnessed the signing of this ocum t, in her presence and in the presence of each other. ~ . - Residing At 3~07!).s-~ ~ 4'6c.k,;ICJbtrT~ \j/~ ~u~ R.,;d;09 At 35p" <<LL"-~ li~ /7Ci,: COMMONWEALTH OF PENNSYLVANIA) ) COUNTY OF CUMBERLAND ) ARY ACRI, ()?(ch~_ ~ , and ~ tJ.- , the Testatrix, a'M the witnesses,respectively, whose nam are signed to the attached and 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 and Testament. Furthermore, she signed and executed it willingly, as a free and voluntary act, for the purposes therein expressed. Each of as witnesses, in the presence and hearing of the Testatrix and each other, signed the Will as witnesses, and that to the best of our knowledge and sight. the Testatrix, was at the time eighteen (18) or more years of age, of sound and disposing mind, memory and understanding and under no constraint, duress or undue influence. ~}~dJdI{ 717 ~ --eliZABETH Mz;t ACRI (Testatrix) 7lfL{~- WITNESS ~~,"" rY{ a~ Subscribed, sworn to and acknowledged before me by: ELIZABETH MARY ACRI. the Testatrix, and by /J1(~ J J ~, and ~\:..-' /h.U the witnesse:, ~om personally appeared before me, the undersigned officer, on this,the day of C 19~ NOTARY PUBLIC M~ Commission Exoires: Notarial Seal Donald B. Owen. Notary Public East Pennsboro Twp., Cumberland County My Commission Expires Nov. 24. 2000 Mem'3er, Pennsv\vanit. !\ssoeiatlon of Notaries JRN-10-2001 16:56 To: Stevonna Coleman From: Erica A. Bishop Subject: Date of Death Balances P.01/01 PNClBANK Date: 01110/2001 Tel: 1-800-762-1775 /SCP RE: Estate of Elizabeth M. Acri, Deceased SSN: 195-07-8175 DOD: 10/21/2000 CHECKING ACCOUNT #5140112226 ELIZABETH MACRI EUGENIE L ACRI DOD Balance: $1,113.54 + $0.11 accrued interest SA VL~GS ACCOUNT #5130123896 ELIZABETH MACRI EUGENIE L ACRI DOD Balance: $14.23 + $0.00 accrued interest Established 08/0911994 Established 12/1111995 TOTRL P.01 , , AMENDMENT TO REVOCABLE TRUST AGREEMENT DATED April L.1.-.. 1977 THIS AGREEMENT~ executed in duplicate this m day of April, 1977. between ZLIZABETH MARY ACRI. Wid8W. of Hampden TownshiP. CUmberland Covrty, Pennsylvani~ (hereinafter called Settlor, and CUMBERLAND COUNTY Trustee. !i NATIONAL BANK AND TRUST COMPANY/ of NeW" Cumberland, Cumberland County, Pennsyl- vania (hereinafter cal].ed Trustee); WITNES:::;ETH: Paragraph (Second) sub-par-'lgraph (B) of Revocable Trust Agreement hereinabove referred to and executed by the parties hereinabove mentioned, which reads as follows: "Upon the death of Settlor. Trustee shall distribute the then remaining principal and any accumulated or undistributed interest or income to Settlor's Executor or Administrator as a part of her estate". 1, II " " [I i I I is hereby amended to read as follows: "Upon the death of Settlor, Trustee shall distribute the then remaining principal and any accumulated interest or income to the children of Settlor, share and share alike, per stirpes. Trustee shall continue to act as Trustee or Guardian for any minor or minors, under the age or ages of 21 years, who m~ be ~ld become a beneficiary or beneficiaries entitled to distribution of the principal and any accumulated interest or income, giving and granting to said Trustee full power and authority, in its sole discretion, without first obtaining an Order of Court to p~ or use any part of the principal, and accumulated interest or income, for the education, support, welfare and care of such minor or minors during said minority" . IN WITNESS WHEREOF, Settlor has hereunto set her hand this day and year first above written, and Trustee has executed this instrument and i! , II Ii ,. ji caused the corporate seal to be affixed hereto. cJk.d~ 7lJ a~_(SEAL) 1 abet ary Acri D By: rust Officer ATTEST: (' I A'~'~A~ '~retary (SEAL) , . ~ ..~ -~~_. ABStGINElI! THIS AGBDJtD"l' or ASSIG11l(Elft. executH 1A dupUcata. thb .1.f:!::5, dq at April 1m. ~~ ELIZA3B'1!I HARf ACRI,,' .tdow. of H~ 'l'cnrub1P.. CullJ)eI'lad. Co\m.v.. Peaaql YUia (hereinafter c&l.lltd A...ll!'1l~) eel C'UMBERUm cotm'n' 1Afl01L\1. aAIX ,AM) 'l'RTJS'1' CCl<<PAKt, of li... Clalberland, C\B:lerlAD4 COUDV. PenlLl7llUlia, Tru.t.... (hefllb&ftv c&1l.4 A..lgn..h 'lfITN!'9SEi'H: Ie ccaddllirat101l t4 the 1lftC'U'ttao cd .all ft~ at .. ReeO"ralab TruIIt ~~ hantot'QN .... be'tfta. the pU'tl.. haNto 4&U4. the A d.,. ot Apr1~.. 1911.. azul 1D aria' to turther effect. 84 ispl.8MJ&'C .&14 ae'YOca!la T'rua't. Acre......', I, El1zabe1ib. .MJt.zT Acrl. W1dc:lw'. bereb7 gna:t:, ..81811, tr-..t.r ud ..t anI' UZl.to &t01'_tioaed TrwIt... it. .ucccc..on and. ...ten-, &1l lIlT r1g1lu I t1tle _4 tawn.t 1Jl. aDd to c.~n qn..ea.t i I I 1 dated October 16,_19T2".e:neuud. b.-.. Elbio E. Acrl BA4 Elizabeth ~ ri, Me vita, GrUltore. &Del. J.rald P. Ktclwlkrger. " al, Grut.... -, 8n1ll. ud vbe:MIt!7 ~ aU... Gnutort. acre", to CCG'I81' unto Grct..., 131 .-- _, ~lii~..-~ ~Q'1;1cu.l1L1"17 de.cribed 1D Sched.u.JA "A" tortl> .. it I wen pre"D't.. all requiremaat. ot pertot'lhtlce t vh1cb t .. obllga:ted. to pe-rtom UDd.er .&1d Agreuea.'t. datad Oeto'ber 16, 1912. cow ot vb.1cb 1. ..'ttached bue'to aDd JltId.e .. lfIU't hereof. It b asr.ed betwftta. ~ :pvt.1.. hereto tbd the property ,=oTered. u.14 ~_l1t dated Oc'tobe:r 16. 1912. .hall be (ani aDd becoe. part; of . .ubJeet ma.tt.er of tbe Rrf'OCable TrwIt AgreeJlldnt here1.c.abOTe referred d&t4:d. tbe i:1l-. dq at April 1971. It bein& undent.ood. snd. agreed befteftl. . put.l.. ben1:o t.ba" the te,.... prorldca.. and eOtld1 tica. at the .ai4 able Truat. ~t an \&ad. . plITt hel"eof &ad incorporatld he:re1tl. retlraDe.; &Ild. in t!w *"D' u.14 lInocaW.. Tru.t AgreGe1lt. 18 'tor I!lD1' I or r....CIb henllt'ter "YOked. bJ' A..1gnCll".. thia A.ssigQlDen't .hall thdreb)" C1Ile null &124 void.. 1t the .... h.a4 n01- been ma41. " . . II VI'l'IZSS ilBDZOP. the ..1d ELIZABJ:.'""1'H HARY AC1U: hu set. her ,hul4 IIDd. ..&1 to thU Aaalglllled thU , r-u dq ot April, 1971.. and. the &tona&1.cl ~t.e.e hu ~eu'tK ~prO'f'a.l b..not cd c.used ita ecnonte ..&1 to bII al'tise4 bereto 011 c1&toe &D.cl year &bon vrlt.ten. ' ~/}J!-d.-" /, . :.:s' /Ii (,lc.u-CSEAL) APPROVED. April .l!l!t, 1971 CUJomBBLA:m COUI'1'f NAfiafAL :..~~ Vice PrtIddUt . '1'ruat Otf1cer . A!l."ml'f. ~c.b~ As ISTANT" Seen1oUJ' (6EAIo) ~-- - ".._ '. ..;u.:.~,~ ._-"...._'!Z~,.'..;',-- . , , - REVOCABLE TRUST THIS AGREEMENT OF TRUST, executed in duplicate this {~ day of April, 1977, between ELIZABETH MARY ACRI. Widow. Hampden Township, Cur~~rlan1 C~unty, Pennsylvania (hereinafter called Settlor), and CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY. of New Cumberland, Pennsylv8.1ila. (h~reinaft~r called Trustee). '"rITNESSETH: FIRST: Set~lor grants, as~igns, and sets over to Trustee and its successors, all her rights, title 8.l1rl interest in and to certain Agreement dated October 16, 1972, between Eligio E. Acri and Elizabeth Mary Acri, his wife, Grantors. and Jerald P. Eichelberger, et al. Grantees, wherein and whereby. inter alia, Grantors agreed to convey unto Grantees, 137 acr~s, more or less, more particularly described in Schedule "AU attached to saidAgreement for a consideration more particularly set forth in said Agreement. giving and granting unto Cumberland County National Bank and Trust Company. as Trustee, full power and authority to perform in my stead and on my behalf all requir~ment3 of performance of which I am obligated under said Agreement; copy of said Agreement is hereto attached and made a part hereof, marked Schedule uA". Bld other property described in Schedule "An annexed hereto and said property, together with all other property, real or personal. that may be added to the trust (such property and additions being hereinafter called principal), sh~JI be held by Trustee, IN TRUST, upon the following terms: SECOND: Trustee shall collect interest and principal 'lue and payable Wlder the terms, provisions and conditions of the AgreelnelJ ~ of Sale dated October 16, 1972 hereinabove mentioned. and upon receipt thereof shall pay the interest, less administrative expenses, to Settlor during l.he balBllce of the term of said Agreement or in the event of her death prinr thereto. said interest, less administrative expenses, shall be paid to Settlor's Executor of Administrator as part of her estate. All prinCipal payment3 hereafter due and payable and made to Trustee shall be retained by Trustee as part of principal of this Trust and shall be invested and reinvested by Trustee as hereinafter provided. Trustee shall manage all property comprising the principal of this Trust and shall collect the income therefrom and accreti ~s thereto and shall pay the net income and hold and distribllte the principal of said trust as follows: '" , f A. Trustee shall pay the net income derived from the princip:u of the Trust to Settlor for and durin~ her lifetime, subject to the provisions of Item FIFTH, in such periodic installments as Trustee shal.l find convenient but at least as often as quarter-Muually. B. Upon the death of Settlor, Trustee shall distrihute the then remaining princ:pal and any accumulated or 'lnd:stributeQ interest or income to Settlor's Executor or Administrator as a part of her estate. TF.IRD: Tre pril'.cipal ann i.ncome of this trust shall b'.:l free Ii Ii from anticipation, assignment, pledge or obligation of Settlor and shnll not 'I :1 be subject to any execution or attachment or to voluntary or involtml;>U'Y alienation. FOURTH: Trustee shall have the fOllowing powers in adultion to those vested in it by law and by other provisions of this trust. applicable to all property, whether principal or income. exercisable without court a.pproval. and effective until actual distribution of all property: A. To retain any or all of the assets of this trust. ~~al or personal. including stock of Trustee, without regard to any principJ~ of diversification or risk. B. TO invest in all forms of property,including stock, <:ommon trust funds and mortgage investment funds. whether operated by Trustee or others, without restriction to investments authorized for Pennsylvania fiduciaries, a.s it deems proper without regard to any principle of 1I1 '1ersi- rication or risk. C. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property and to give options for sales. exchanges or leases, for such prices and upon such terms or conditions as it deems proper. D. To allocate receipts and expenses to principal or income or partly to each as Trustee from time to time thinks proper in its sole discretion. E. To hold property in the name of Settlor. or in its name without designation of any fiduciary capacity, or in the name of a nominee or unregistered. - 2 _ " . '. .. f ~.:-, ~ . F. To release and convey by good and sufficient deed or deeds Lots as shown on approved Plan of Lots covering the 137 acres. more or less. under the aforesaid Agreement of Sale tv Grantees therein named. dated October 16. 1972. forming a part of thilJ Trust. FIFTH: Trustee may apply the net income of this 'frust for the suppcrt of Settlor should she by reason of ege, illness or any other cause in the opinion of Trustee be incapable of disbursing it; and Trustee is further authorized to expend or apply from the principal of this Trust such sums as it in its sole discretion may from time to time think advisable for Settlor's comfort, support and maintenance, or during illness or emergency. SIXTH: Subject to the approval of Trustee. anyone may add property. real or personal. to the principal of this Trust by deed. will or otherwise. SEVENTH: Settlor reserves to herself the right by an instrument in writing intended to take effect during Settlor's lifetime signed by Settlor and delivered to Trustee to revoke or &nend this Agreement in whole or in part or to withdraw from trust or principal accumulated income, in whOle or in part. provided that the duties. powers and liabilities of Trustee shall not be substantially changed without its written consent. EIGHTH: The situs of this Trust for administrative and accoWlting purposes shall be in the COl.Ulty of Cumberland and Commonwealth of Pennslvania. and all questions pertaining to the construction or validity of the provisions of this instrument shall be governed by the laws of that COllllDonweal th. IN WITNESS WHEREOF. Settlor has hereunto set her hand this day and year first above written, and Trustee has executed this instrument ond caused the corporate seal to be affixed hereto. ,. ') /? Ld,Lffc ~ dc"-'~ , izabeth MAcri (SEAL) NATIONAL BANK J\ll1D ATTEST: icet" By: It.:t-iU~ Vlce President Trust ~ e-. ~ ~JIW'- Ass;sTANr Secretary (SEAL) l' -"*: " . '. ~ COMMONWEALTH OF PENNSYLVANIA) ) 58: COUNTY OF CUMBERLMm ) On this, the II ~ day of I:;~.el'- in the year One Thousand Nine Hundred and Seventy-seven (1977l. before m.e, 7.....,..,/..(.f.Y .J, t:".$~ II 'I II I the undersigned officer. persona.lJy appeared ELIZABETH MARY ACRI. know to me (or satisfactorily proven) to be the person whose name is subscribed to t.~\e '<fithin inst.rument, and acknowledge that she executed the same for the purpose therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. II II II !! , " I F.ArP'r":' ~ i!'__ !J Notary blie My Commission Expires: I ~IolVllIS J. ROSS. Nolary ~ublie (Imp Hili. Cumberla~dC(l.. Pa. I MtC_~jQn ElqlirnJuly S. 1911 ! COMMONWEALTH OF PENNSYLVANIA) ) COUNTY OF CUMBERLAND ) 55: on this, the If~ day of Il,.,~ ,.. who acknowledged himself to be the 1977. before me. the Jl!arJl;f(j fYI, <--/1/1, t I It\SlSi1/>t.7' Vie. (!tIfSf'~J1;Vtl i7rIfTCI-(XL undersigned officer, lleraon&lly e.;ppeared of CUll1berland County National Bank and 'rrust Company, and that he as such signing the name of the corporation by himself I I I I , aSftfJIffilV'r vtT/,rrfJ,lFil>>t;F{f6.ruO ;(t. I I I , ! /l5JJSTIWT VIU:= ~/("E..J!"C",,' /f'IfhOTI(";Si~ Cff'lCF(.fbeing authorized to do so, executed the foregoing instrument for : 11e purposes therein conta.ined by IN WITNESS WHEREOF, I hereunto set my hand and official seal. " iI II II 'fJ L'if J?L't{,-/L otary P ie My COmmission Expires : I'HYttlS J.Il.OSS. Not~ry Pvb,'iC (Imp Hill. Cumberland Co., Pa. MYComminionExpirI$JuJys.1911. , ~ . . , 10.~ - SCHEDULE "A" South Central Services Corp. Agreement of Sale Manor, 153.677 Acres in Hampden Township, East Township in Normandy pennsboro $338,031.00 , 1-!1f1~O(\< I)F" q/O( This is to certify that the information here given is correctly copied from an original certitlcate of death dul~ filed with me as Local 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. ",11"~/11"1'//,/"",,, \\'I\I'~~\\\\ OF PE;f"',--_ l'\~~",,' -", ~,~\. f~_' ~'. · ~\ f:E c.' ',\~i ~ ~I~~: !~~ ~ ~ ,~ .~ 31, J ~ ~*~~,,""'~ ','J.*f ~ ~ c,o -., ~\\\ ~~ - ~,\' -:;.----~IMENl \\\ ~~lll\ ""'/// /""""111 III' I /} ,~"'"t ~.-/ U-k"1C/ """',:: '? '::>.4<'-~r Local Registrar Fee for this certificate, $2.00 P 6918354 QrT 2 6 2000 Date 43 Rev 2187 COMMONWEALTH Of PENNSYLVANIA. DEPARTMENT Of HEALTH. VITAL RECORDS CERTIFICATE OF DEATH NAME Of DECEDENT If,~;-M'd~~- ----.-----. SEX STATE FilE NUMBER SOCIAL SECURITY NUM8ER 1. Elizabeth M. Acri AGE (LaSl BlfthOay) UNDER 1 YEAR UHDER I OIlY Monlhs Days Houts Minul" 2F em ale 3. 195 07 8175 84 Yrs 8IRTHPLACf ~c.ly drod PL4CE OF DEATH ICt>eck Ol'ly OPe u __ ,nSIIUCI,OO"lS on omel SlOe) Slate 0< fcre.gn Cou"uy) HOSPITAL: S tee 1 ton P A . Inp.al..". ~ ,. ... FACILITY NAME (II not t(l!....Uloon. g.ve SI.t!fIl ana numtlet. ERlOulpallenl 0 OOAD :="YIO S. COUNTY OF OERH . 3500 Street Farmer DECEDENT'S ACTUAl RESIDENCE (See IIlSlNCIlOna on other SKle) MARITAL STATUS. MatNd Ne_ Mvried. Widowed. Diwrc;ed (Specify) 14. Wid 0 W RACE. Amencan lndien. Black. Wl'lile. etc. (Spec;oIy) 10. W hit e SURVIVING SPOUSE III ""'e. g..... ~ name, .... Cumberland DECEDENT'S USUAL OCCUPRION (~:"~Iif,,:,:oa:= ~~:f Self Em 10 ed 00nlIIa0n 0 . 21.. SIGNATURE Of FUNE __,~..L'- ComilI<<. items 23a-< on hen certIfyIng ._ ~ IS not availabl8l1t lIme 01 C>>II1h 10 ~ <*tdy cause of c>>al" . hems 24.28 mUSl be completed by .--.11 ~ who pronounces C>>.Ih .~ _ 24. lj', M. as. ._~~.~ 27. MAT I: Enl., the diseases. injunes or compllcallOnS which caused the death 00 nolenler Ihe mode 01 dying. such as cardiac or respiratory a"esl. shock or heart la~ure LISl only one cause on each line Did ~ liW.... 1lb. CounIy Cum b e ria n d township? 17d.D ~ ~ -=01 MOTHER'S NAME ,F.st, Moddle. Ma.den Surname) 1'. Mar T u c c i INFORMANT'S MAILING ADORESS ISlree.. Cftvlbwn. SIal.. lip Code) 3500 Sullivan Street Mechanicsbur PlACE Of DISPOSITION. Name of CeIMlery. Crematofy lOCRlON . CitylTown, SI.I.. ZIp Code (J{ OIllet' PIolc. 17c.1XI ~. decedercliwd in East 1.. M e c h ani c s bur g P A . 1 7 0 5 0 fATHER'S NAME tFlrst. M>OaIe, LaSl) ". F ran k G u err i s i 1NF00000HT'S NAME (T ypelPnnl1 Gene Acri METHOD Of DISPOSITION &unal og Cremalion 0 AemonI trom SIal. 0 Olhef (SpecJly\ cilyttr PA 17050 22b. the bnl 01 my knowledge, dealh o<<urred althe lIme. dale and pt.ce slated (Signature and Hie) L 210. Res u r r e c t ion C e met e r Y 21d.H a r r i s bur g P A I 7 I 1 2' NAME AND AOOAESS Of FACILITY ~~ichardson 2YS.Enola Drive EnolaPA 1702 LICENse NUMBER DATE SIGNED (MonltI. Day. Year, 25 2000 2311. IME OF DEATH 23b. 230. WAS CASE REFERRED TO MEOICAl EXAMINERlCORONER? "', 0 No~ ....EDlATE CAUS.!i! (Fonal Qf$M$e 01 conCldoon ::::r-*'Q '" CI8alh)- .ii ~ SequIlnbaJIy !ill condilions ~=~u=-..: :a~~='OfUIY ....-raAngtn 0Mlh1 LAST H. I Approxim.le i inlerwl befw..n lOnMl and Ole'" I I I PART II: Olher siQtliftcant condiIions ~ to de.tll. but I~:i~ DUE 10 (OA AS A CONSEOUENCE Of): " ~ AN AUTOPSY .=PEAFORMED? .~ d WERE AUlOPSY FINDINGS A\WlABlE PRIOR 10 COMPLETION OF CAUSE OF OERH? MANNER Of DEATH Natural ~ DATE OF INJURY (Monltl Day, Year) TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. ~~ Ac:cldenl Pendtng In"""igalion o o o ~CE Of INJURY. A. home. larm. Slr..I. lac1ory, olfic. bullding. elC. cSpec"v) JOe. ..0 NoD HomICide Suicide o M. JOe. -.0 No[8J v.. 0 NoD Could not be det.rmlned ae.. 210. CERTIFIER IC"eck oniy one) 'CERTIf'YING PHYSICIAN IPhySICoan ce."'yooq cau50ll cJ \lea.h..l\efl anOlhtlf P"YSiC.afl has plOflounced \lealh ano cornplete<lllem 231 To !he ~ 01 Illy knowleclve, deach occuned chM lG "'. cau..(a) and manne, a. ...tH. . . . . . . , . . . . . . . . , . a. - - .~ ~ :ij .~!!::! . PRONOUNCING AND CERTIFYING PHYSICIAN If'hysoe....n bOlh ;)'''''OU{OC'''9 oedltl and Cer1"y.ng 10 cause 01 aeall"\1 To lhe ~t o' my knowled\lft. death occurred at !he time. dale, and plllca, and due 10 Ih. cau..(s) and m.nner as .IlIled.. 1b. LICENSE ;:o.E~~ f t 6,-1!'!: . o 31c. 4 - 31d. () ~ / ~.r; ,;{.-'OdO NAME ANO ADDRESS OF PERSON WtO COMPt.ETED CAUSE OF DEATH (lIem 2n Type Of Pnnt /(<4' "rH A .;:.." d ~ c~~o<,,-. "M Y ~~ 7 /*"~ HI-." c,;#f /J.-'f{ /// L)~ II o 'MEDICAl EXAMINER/CORONER On the b..i. 0' .xamination and/or investigation. in my opinion, de.th occurred., the tim., dat., and place, and due to the cause{a) and m.nn.r aa stated. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31a. REGISTRAR'S SIGNATURE AND NUM8E . .,,,,~ ~/ M/ ( I 32. DATE FII.ED IMonItl, Day. Year, J4.c7d as- , d~~O \.. /) L~' c:;)LJ ~ - / COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-27-2001 ACRI 10-21-2000 21 01-0086 CUMBERLAND 101 LINDA J LUNDBERG PNC BANK NA PO BOX 308 CAMP HILL PA 17001 *' REY-1547 EX AFP <12-00> ELIZABETH M Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is'4-j-EX-AFP--fi'2=iior-N(ffiCE--OF-i-tiHEifiTANCE-YAX-A-PPRA-isEMEN;-:--ALi-oWAifcE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ACRI ELIZABETH M FILE NO. 21 01-0086 ACN 101 DATE 08-27-2001 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~) 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 ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: T AX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. ~ointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets NOTE: ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 564.00 757,307.00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 757,871.00 (11) (12) (13) (14) 21.679 no 736,192.00 .00 736,192.00 (9) (10) 20,980.00 699.00 (19)= .00 33,129.00 .00 .00 33,129.00 .00 X 00 = 736,192.00 X 045= .00 X 12 = .00 X 15 = PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-19-2001 AA477908 1,500.00 28,500.00 07-19-2001 CDOOO065 .00 3,129.00 TOTAL TAX CREDIT 33,129.00 BALANCE OF TAX DUE .00 INTEREST AND PEN~ .00 TOTAL DUE .00 . 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 HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) o PNCADVlSORS ILl L;!.; PO Box 308 Camp Hill PA 17011 717 730-2265 t~ ~~,.. ~ January 18, 2001 Register of wills Cumberland County South Hanover Street Carlisle, PA 17013 RE: Elizabeth M. Acri Date of Death 10/21/00 File No Gentlemen: On behalf of the Corporate Executor of the above-referenced Estate, I enclose a check in the amount of $28,500.00 for payment on account of Pennsylvania inheritance tax. This payment will yield a 5% discount in the amount of $1,500.00 for a total credit toward Pennsylvania inheritance tax in the amount of $30,000.00. Kindly acknowledge receipt of the enclosed by returning the accompanying copy of this letter envelope provided. stamping to me in and the Please send us the usual customary receipt at your earliest convenience. Sincerely, ~. Linda J .~:;~ Assistant Vice President Enclosure LJL/sc A member of The PNC Financial Services Group 4242 Carlisle Pike Camp Hill Pennsylvania 17011 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT PNC BANK NA 4242 CARLISLE PIKE PO BOX 308 CAMP HILL, PA 17001-0308 ____n__ fold ESTATE INFORMATION: SSN: 195-07-8175 FILE NUMBER: 21-2001- 0086 DECEDENT NAME: ACRI ELIZABETH M DATE OF PAYMENT: 07/19/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/21/2000 NO. CD 000065 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3, 129.00 I I I I I I I I TOTAL AMOUNT PAID: $3, 129.00 REMARKS: PNC BANK NA CHECK# 397569 SEAL INITIALS: DO RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS /6/.;lI/~'J / COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ;1- c.- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 REV-li8S EIe AFP <12-00) LINDA J LUNDBERG PNC BANK NA PO BOX 308 CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-27-2001 ACRI 10-21-2000 21 01-0086 CUMBERLAND 201 ELIZABETH M Amount Remitted PA 1700.1 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, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ RE"=4i]f-EX--AFP--fi2~-OO)-----iEi-NO-ficif-OF--DETifiMiN-ATICfN-AifD-ASfsEssiiENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF ACRI ELIZABETH M FILE NO.21 01-0086 ESTATE TAX DETERMINATION ACN 201 DATE 08-27-2001 1. Credit For State Death Taxes as Verified 16,837.00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 31,629.00 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 31,629.00 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 *IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) o PNCADV1S0RS PO Box 308 Camp Hill Pa 17001-0308 (717) 730-2255 July 18, 2001 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Elizabeth M. Acri Estate Date of Death 1 0/21/00 File #: 21-2001-0086 Dear Register of Wills: On behalf of the Corporate Executor of the above-referenced Estate, I enclose a check in the amount of $3,129.00 balance due on account of Pennsylvania Inheritance Tax. I have also enclosed a check in the amount of $15.00 for filing fee. Please send us the usual customary receipt at your earliest convenience. S~inCer'IY' . C ,~ 'c a~. Managing Director( PNC Advisors, Ce ral PA CEY /jmh Enclosure A member of The PNC Financial Services Group 4242 Carlisle Pike Camp Hill Pennsylvania 17011 '$ ! ~ C\l <;: iu 0: co (:) en l""- t- --d" <( <( ci % ~ \-- to- U! 0- '4 - U1 4 -~ (.) aU! 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