HomeMy WebLinkAbout01-0114
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Alexander Peter Pontremoli
also known as
Register of Wills for the
. Deceased. County of Cumberland in the
Social Security No. 1 7 5 -14 - 6094 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(~, who is~18 years of age or older an t~%executrix
in the last will of the above decedent, dated M a y
and codicil(s) dated
No.
To:
21-01-114
named
~ 2000
,-
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C urn be r 1 and County, Pennsylvania, with
his last family or principal residence at 101 Fairway Drive, Carlisle,
PA 17013
(list street, number and muncipality)
Decendent, then
at
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:
76
years of age, died
January 20 oIl:1
I
,}lJ 20~~
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 Pennsy:Ivania.
situated as follows: 2031 Le1shman Avenue
Westmore and Count
$ 9, 000
$
$
New$ 5"D, () () (~
Kensin ton
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters tes tamen tary
(testamentary; administration c. La.; administration d. b.n.c. La.)
theron.
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Bonita P. Manga
101 Fairway Drive
Carlisle PA 17013
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
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 and
and
--""-'0; \'~~h'~:" is to certify that the information here given is correctly copied fran: an original certificate of death dul~ filed with
, R' Th .. I certl'C'.lcate will be forwarded to the State Vital Records Office for permanent filmg.
Local eglsrrar. e ongma II
WARNING: It is illegal to duplicate this copy by photostat or photograph.
me as
No.
2i'~ t:\. ~~~~~
Local Registrar
Fee for this certificate, $2.00
p
6947999
JAN 2 4 2001
Date
21-01-114
H10S.:4JAev.2f87
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
NT
NT
'K
,. Alexander P. Pontremoli
AGE Ill$! BIt1hOay) UNOEA , YEAR UNDER I Oll:t
Mona"" Days Hourw Winut..
BIRTHP\..ACi (Cry and
StaI. Of Fete.gn CounlfYl
.2-P ~ ()
NAa.lE OF DECEDENT (f'rSl Midole, L_,
76
v...
::.,.,0
.
COUNTY OF DEATH
/"1
ex.
... Cumberland
MARITAL STATUS. Mamect
NhWMarried.W~.
--
White
SUAVMNG SPOuSE
I" itMIe. \1Mt maden fWnel
l1L
12.
DECEDENT'S
ACTUAL
REStOENCE
lSeeIf\$ln.c11Ql"lS
onotr'lel'SldeI
17., Slale
PlI
(l;d WP...t Ppnn...hnrn
--
Min.
tooIwMhip? 17d.O ~~:::Of
MOTHER'S NAME l~n'. MIddII. M...., Sur~1
... Domenica
INFORMANT'S MAIUNG ADDRESS c&reec. acyrro.n. S&et.. Zip Codel
-.
PlACE OF I . am. etery. r",atoty
..01...._. Yorktowne Caskets Inc
.....
l1b. Coun
city~.
DATE OF OtSPOSITION
R~Iron\St'I.O (MonItl,Oay.__1
021.. Jan. 24 2001
riNG AS SUCH UCENSE NUMBER
012748 L
" r", CO()e
21c.
23b. 2k.
WAS CASE REFERRED TO MEJl EXAMINERlCORONER'I
.... NoD
...
is:: (~-=-~~
WERE AUTOPSY FINOtNGS
AVAILABLE PRIOA TO
COMPlETION OF CAUSE
DEnH'
DATE OF INJURY
(Monlh. Day. 'l'ea'l
TIME OF INJURY
INJURY AT WORK? OESCRISE HOW INJURY OCCURRED.
Pending Investigation
o
o
o ~'CE OF INJURY. AI home.la'm~,.et, tactDry, office
building, etc. ISpeotvl
300.
.,., 0 NoD
Homieide
No
v" 0
No
Could nol be determined
o
a.. 21b.
CERTIFIE.R let-eel<; oniy one)
"CE"TIFYING PHYSJCIAN /Ph~..,n CP.fI.ty.ng cavy 01 dEoath whet" anOl"e' phySIC"n has p'onouncea dealh ana comPleted "em 231
To the beat of my knowle-dge, de.U' occurred due to the cau..(s) and manner a. .tated.
...
.PRONOUNCING AND CERTIFYING PHYSICIAN IPtlvsc.an bolt'! Ol'OMOuflC'I\QOearh and CMlfY'MQ IOC3\JSl! Of deal")
To the be-st of my krao.....dg"". de.I" occurred at th. lime. dlle, OIInd plac.. and due 10 the cause(.land mannlr.a IIlaled..
"MEDICAL EXAMINER/CORONER
On the b..is of .:umlnatlon and/or investigation. in my opinion, death occurred al the Ume, date, ilnd place. ilnd due to the cause(l) and
manner.. Itiltl'd.. . . . . .. .... ....... . . . .. ... . ..................... .......................................
31a.
AEGISTAAFrs SIGNATUAE AND ~
I&..\ Id-< \ IC"1
3>
3
CATE FILED lMOM', Day. 'A!all
,. ~, d,t\--.
LAST WILL AND TESTAMENT
OF
ALEXANDER PETER PONTREMOLI
21-01-114
I, ALEXANDER PETER PONTREMOLI, of Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding do make,
publish and declare this to be my Last Will and Testament. I hereby revoke all previous
Wills and Codicils at any time heretofore made by me.
ITEM I
I order and direct my Executrix, hereinafter named, to pay my debts, funeral
expenses and expenses involved or connected with the administration of my estate as
soon after my death as is reasonably possible, out of the principal of my residuary
estate.
ITEM n
I direct my Executrix to arrange for my cremation followed by a scattering of the
ashes at my favorite fishing hole in Moraine Park, Butler, Pennsylvania.
ITEM In
I give, devise and bequeath all of the remainder of my property of every kind and
description (including lapsed legacies and devises) wherever situate and whether
acquired before or after the execution of this Will, to my children, BONITA P. MANGA,
CHERYL P. SIERADZKI, RAYMOND A. PONTREMOLI, and grandchildren, PECCINA
PONTREMOLI, bom August 22, 1986, and RAE LYNN PONTREMOLI, bom May 26,
Page 1 of 8
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1988, equally, and to their issue, then living, per stirpes, subject to the terms and
conditions hereinafter set forth.
Until each of my grandchildren attains the age of twenty-five (25) years of age, I
hereby appoint my daughter, BONITA P. MANGA, Trustee of the property of my
grandchildren, with power to hold all property payable by law to a Trustee appointed by
my Will and I direct that any of my stocks, bonds, IRAs or securities, personal or real
property of every kind and description (including lapsed legacies and devises) may, at
the discretion of Trustee, be sold with or without notice, at either public or private sale,
and the proceeds therefrom be divided into equal shares and placed in Trust, subject to
the following exceptions, directions, conditions and provisions:
A. Trustee shall hold the principal of these Trusts for the benefit of my
grandchildren and shall distribute the income quarterly in such proportions as Trustee
shall determine, without being required to maintain equality among them, for their
health, medical expenses, maintenance, support and education, including college,
graduate level or professional education, until there is no grandchild of mine living who
is under the age of twenty-five (25) years. Education shall be defined broadly to include
not only that available in college, but also trade school and other similar training. In the
event the income of these Trusts shall be insufficient to provide the beneficiary with
adequate maintenance, support, welfare or education, Trustee may invade the principal
of the Trust for this purpose. The Trustee, in exercising her discretionary authority with
respect to the payment of income or principal of the Trust estate to any beneficiary, shall
take into consideration any income or other resources available from sources outside of
Page 2 of 8
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this Trust that may be known to Trustee. The determination of Trustee with respect to
the necessity of making payment out of income or principal to any beneficiaIY shall be
conclusive on all persons however interested in the Trust. Trustee shall accumulate and
add to principal any net income of the Trust not paid out in accordance with the
discretion hereinabove conferred on Trustee.
B. Upon the death of any beneficiaIY prior to the termination of her Trust,
Trustee shall distribute the principal and accumulated interest of the Trust to her issue
then living, per stirpes, and not per capita. If there is no issue then living, then all of the
balance of the deceased child's trust shall be added to the trust of her surviving sibling
or to the sibling, if she is twenty-five (25) years of age or older.
C. The beneficiaries of these Trusts shall not have any right to alienate, encumber
or hypothecate their interest in the principal or income of the Trust in any manner, nor
shall their interest be subject to claims of their creditors or liable to attachment,
execution or other process of law.
D. In order to carIY out the purposes of the Trusts established by this Will,
Trustee, in addition to all other powers granted by this Will, or by law, shall have the
following powers over the Trust estates, subject to any limitation specified elsewhere in
this Will:
1) To retain any property, real or personal, received by
the Trust estates for as long as Trustee considers it advisable.
2) To spend funds for the maintenance and repair of real
property .
Page 3 of 8
"
3) To sell at public or private sale, exchange or lease for
a period of time, any real or personal property and give options
for sale of the lease.
4) To execute and deliver any deeds, assignments or
other instruments as may be necessary to carry out the
provisions of these Trusts.
5) To borrow money and to mortgage or pledge any real
or personal property.
6) Trustee shall maintain accurate records and accounts
showing receipts and disbursements of principal and income
no less frequently than annually.
7) Trustee shall be entitled to reimbursement for
expenses incurred in administering and distributing the trust
property and shall be entitled to compensation for her services,
calculated on the basis of the compensation normally received
by corporate fiduciaries for similar services rendered.
8) To employ any attorney, investment advisor,
accountant, broker, tax specialist, or any other agent, with or
without discretionary powers, deemed necessary in the
discretion of Trustee; and to pay from the trust estate
reasonable compensation for all services performed by any of
them.
Page 4 of 8
"
",
9) To distribute property in kind.
10) To do all other acts that are in her judgment
necessary or desirable for the proper management, investment
and distribution of the Trust estates.
E. The Trust estate for each beneficiary shall be administered until
said beneficiary is twenty-five (25) years of age, at which time a calculation
of the property remaining in her Trust shall be made, and the total thereof
shall be distributed to her, discharged of the Trust.
F. If the Trustee under this Will fails to qualify, resigns, or ceases to
act as Trustee for any reason, then I appoint, ROBERr K. MANGA, as
successor Trustee under this Will. The successor Trustee shall accept,
without examination or review, the accounts rendered and the property
delivered by the predecessor Trustee without incurring any liability or
responsibility for doing so. The successor Trustee shall have all the tile,
powers, and discretion of the predecessor Trustee without the necessity of
any conveyance or transfer.
G. WheneverTrustee, in her absolute discretion, determines that the
size of any fund or share held in any trust hereunder does not warrant
continuing the same in trust, or its administration would be impractical for
any reason, Trustee, without further responsibility:
1) May pay such fund or share to the person entitled at the time to
the income from it; or
Page 5 of 8
.
.
2) If such person is a minor, Trustee may pay such fund or share to
the parent or other person in charge of such minor, or to her guardian, or
to a custodian under the Uniform Gifts to Minors Act.
ITEM IV
I hereby nominate, constitute and appoint my daughter, BONITA P. MANGA, as
Executrix of this my last Will and Testament. In the event of her renunciation, death,
resignation or inability to act for any reason whatsoever, I nominate, constitute and
appoint my daughter, CHERYL P. SIERADZKI, Albuquerque, New Mexico, as Altemate
Executrix, of this, my Last Will and Testament.
ITEM V
I hereby direct that no Executrix or other Fiduciary named or appointed by this
Will shall be required to post any bond or give any security of any type for any purpose
whatsoever, nor be liable for failure to file any report, accounting or inventory, in any
jurisdiction in which he or she may be called upon to act, insofar as I am able by law to
do.
ITEM VI
I authorize my Executrix in her discretion to sell, with or without notice, at either
public or private sale, and to lease any property belonging to my estate, subject only to
such confirmation of Court as may be required by law, for such prices and on such
terms and conditions as she deems best, and to make distribution hereunder either in
cash or kind, as she may deem wise.
Page 6 of 8
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this
/ (p 3-' day of May, 2000.
~~
ALEXANDERPETERPONTREMOU
\)\('l""~,~~~
Witness
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Witness
\'
residing at C \ria !'m~"\ hw\ b Y f\.
residing at~. \...('q....."
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
We, ALEXANDER PETER PONTREMOU, VICKIE J. GROUP and PATRICIA R.
BROWN, Testator and the witnesses, respectively, whose names are signed to the
attached or foregoing instrument, being frrst duly sworn, do hereby declare to the
undersigned authority that the Testator signed and executed the instrument as his Last
Will and Testament, and he had signed willingly and that he executed it as his free and
voluntary act for the purposes therein expressed, and that each of the witnesses, in the
presence and hearing of the Testator, signed the Will as witness and that to the best of
Page 7 of 8
-,
his/her knowledge, the Testator was at that time eighteen years of age or older, of sound
mind, and under no constraint or undue influence.
~~~
ALEXANDERPETERPONTREMOU
\J\~'t~~~~
Witness
~'y<(. ~
Witness
Subscribed, swom to and acknowledged before me by ALEXANDER PETER
PONTREMOU, the Testator, and subscribed and swom to before me by VICKIE J.
o Ii/-
GROUP and PATRICIA R. BROWN, witnesses, this / [JJ day of May, 2000.
~~~~m04
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NOTARIAL SEAL
DENISEPINAMONTI, Notary Public
Carlisle Borough, Cumberland County
. ~ -6SionE' ...20. 2000
Page 8 of 8
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-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Alexander P. Pontremoli
Date of Death:
January 20, 2001
Will No.
21-01-0114
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration 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
Name
Address
Raymond A. Pontremoli, 2063 Beauscher Hills, N. Melbourne FL 32935
Rae Lynn Pontremoli, 2063 Beauscher Hills, N. Melbourne FL 32935
Peccina Pontremoli, 2063 Beauscher Hills, N. Melbourne FL 32935
Cheryl P. Sieradzki, 2309 Punta DeVista, Albuquerque NM 87112
Bonita P. Manga, 101 Fairway Drive, Carlisle PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except n/a
Date:
ol1J3/0 I
/ (
~~~./~~
Signature
Name Patricia R. Brown, Esquire
Address 4 East Liberty Avenue
Carlisle PA 17013
Telephone 017) 243-7922
Capacity: _ Personal Representative
~Counsel for personal representative
21-2001- 0114
PONTREMOLl ALEXANDER PET :F
09/17/2001
00/00/0000
CUMBERLAND
01/20/2001
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 1712B-0601
RECEIVED FROM:
BROWN PATRICIA R
4 E. LIBERTY AVENUE
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION:
FILE NUMBER:
DECEDENT NAME:
DATE OF PAYMENT:
POSTMARK DATE:
COUNTY:
DATE OF DEATH:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ACN
ASSESSMENT
CONTROL
NUMBER
101
SSN:
175-14-6094
TOTAL AMOUNT PAID:
REMARKS: BONITA P MANGA
C/O PATRICIA R BROWN ESQUIRE
CHECK# 26
SEAL
INITIALS: VZ
RECEIVED BY:
REV-1162 EX(11-96)
NO. CD 000268
AMOUNT
--------
I $2,266.49
I
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$2,266.49
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
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,
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.
FAMILY SETTLEMENT AND FINAL RELEASE
IN
ESTATE OF ALEXANDER P. PONTREMOLI
(File No. 21-01-0114)
KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, Alexander P. Pontremoli,
late of Carlisle, Cumberland County, Pennsylvania, deceased, died testate on January
20,2001, having first made his Last Will and Testament, which was duly executed on
May 15, 2000, and is duly recorded at the Register of Wills in Cumberland County,
Pennsylvania.
WHEREAS, the said Alexander p, Pontremoli, by the aforesaid Last Will and
Testament, named Bonita P. Manga, as Executrix of said Last Will and Testament;
WHEREAS, letters testamentary on the estate of the said decedent were duly
issued by the Register of Wills of Cumberland County, Pennsylvania, to the said
Executrix, hereinafter called personal representative;
WHEREAS, the said personal representative has gathered the assets of the estate
of the said decedent and the assets consist of real and personal property; to a total value
of $89,892.75, as set forth in Exhibit A, which is a statement of account of the said
personal representative, and which is attached hereto and made a part hereof, and
marked Exhibit A;
WHEREAS, the debts and deductions, including the payment of inheritance tax
in the said estate, amount to $41,877.66, leaving a balance for distribution of
$48,015.09, also as set forth in the statement of the said personal representative, which
is attached hereto and marked Exhibit A;
WHEREAS, the balance for distribution as shown in the said statement marked
Exhibit A has been distributed as herein indicated in accordance with the terms of the
Last Will and Testament of the said decedent;
NOW, THEREFORE, KNOW YE, that we, Bonita P. Manga, Cheryl P. Sieradzki,
Raymond A. Pontremoli, Peccina Pontremoli and Rae Lynn Pontremoli , the heirs under
Page 1 of 6
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..
the Last Will and Testament of the said decedent, and being those persons entitled to
inherit under said Last Will and Testament, do hereby each of us, acknowledge that we
have this day had and received from the aforesaid personal representative, in full
satisfaction and payment of all sum or sums of money, legacies, bequests, and devises
as are given, devised and bequeathed to each of us respectively by the said Last Will and
Testament, the amounts due us under said Last Will and Testament, which amounts we
have received this day, and which amounts are in the amount set opposite our respective
names in the table and schedule of distribution in said statement attached hereto and
marked Exhibit A;
AND, each of us does hereby stipulate that in order to avoid the expense and time
involved in the filing of a formal account and schedule of distribution, we each agree that
no account is necessary and we do hereby agree that we 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 they had been filed and confirmed by the Orphans' Court
Division of the Court of Common Pleas, Cumberland County.
THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever
discharge the said personal representative, Bonita P. Manga, her heirs, executors, and
administrators and assigns, of and from the said estate and 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 the said decedent, and each of us do further hereby covenant and agree that
should any liability come due to the estate of the said decedent after the signing of this
agreement, we and each of us do hereby covenant and agree with each other and the
aforesaid personal representative, that we will contribute pro-rata, our share of the
estate to satisfy any and all claims, demands, suits, or causes of action which may be
successfully prosecuted against the said estate or the aforesaid personal representative
after the signing, sealing and delivery of this family settlement agreement and final
release.
Page 2 of 6
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IN WITNESS WHEREOF, we have hereunto set our hands and seals this ~ day
of ~ G...n\J...o.."'{-, 20~
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(SEAL)
Witness:
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(SEAL)
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OND . 0 MOLl
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Bonita P. Manga, In Trust for /
PE~A PO.NTREMOLl
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Bonita P. Manga, In Trust for
RAE LYNN PONTREMOLl
(SEAL)
"-,-
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SEAL)
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNIY OF CUMBERLAND
On this, the.d.L day of rn~. , 20,Oc7tbefore me, a notary public,
the undersigned officer, personally' appeared Bonita P. Manga (known to me or
satisfactorily proven) to be the person whose name is subscribed to the within
instrument, and acknowledged that she executed the same for the purposes therein
contained.
NOTARIAL SEAL
DENISE PINAMONTI, Notary Public
Carlisle Bora., CUmberland Coun
M Com' .
IN WITNESS WHEREOF, I hereunto set my !!~d and official seal.
-.-.--.~...' .... I~~~
( .. N<11: Public
Page 3 of 6
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STATE OF NEW MEXICO
SS.
COUN1Y OF "f;-tfn 0-,0'\ l\ D
On this, the /Cf#? day of ~ bJr fA f'L,~ ,20/);;)" before me, a notary public,
the undersigned officer, personally appe d Cheryl P. Sieradzki (known to me or
satisfactorily proven) to be the person whose name is subscribed to the within
instrument, and acknowledged that she executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
()fldvrJ. J7!/;J{AJtPJJIM J
Notary Public
STATE OF FWRIDA
COUN1YOF it<cVfJ,(1J
SS.
On this. the 0(/ day of ~ . 20&-before me. a nolary public,
the undersigned officer, personally appeared ymond A. Pontremoli (known to me or
satisfactorily proven) to be the person whose name is subscribed to the within
instrument, and acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~4~
N ary Public
~UDITH A. SCHIMMEL
MY COMMISSION EXPIRES
NOVEMBER 11, 2002
COMM. NO. CC 790155
Page 4 of 6
,.:. ...
EX1llB.lT '~"
STATEMENT OF ACCOUNT
OF
BONITA P. MANGA. Executrix
Assets:
(A) Real Property at 2029 & 2031 Leishman Avenue
Arnold, Westmoreland County, PA
(B) Miscellaneous Personal Property
(C) PNC Checking Account
(D) First Bank of Leechburg
TOTAL
Debts:
1) Funeral Expenses & Administration Expenses
Plus additional probate fees
2) Miscellaneous debts & expenses
3) PA Inheritance Taxes
TOTAL
Balance for Distribution to Heirs:
NAME
DISTRIBUTION
Bonita P. Manga
Cheryl P. Sieradzki
Raymond A. Pontremoli
Peccina Pontremoli
Rae Lyn Pontremoli
$ 9,603.01
$ 9,603.02
$ 9,603.02
$ 9,603.02
$ 9,603.02
Page 6 of 6
$ 78,000.00
$ 10,124.03
$
611.05
$ 1, 151.67
$ 89,892.75
$ 37,371.09
85.00
$ 2,155.08
$ 2.266.49
$ 41,877.66
$ 48,015.09
(:;
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: ALEXANDER P. PONTREMOLI
Date of Death: 1-20-01
Will No.
21-01-0114
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No . A Family Settlement Agreement was
filed with Register of Wills
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes x No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
~;'
~y~
Signature
Patricia R. Brown
Name (Please type or print)
10 West Pomfret Street, Carlisle PA
Address 17013
Date: March 18, 2002
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(717) 249-3024
Tel. No.
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Capacity:
Personal Representative
x Counsel for personal
representative
(MAH:rmf/AM3)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 Ell AFP 1l2-DDI
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=is4j-EX-"FP-n2'=OOY-NO'TicE--OF-YNHERiTANClr'TA)r'APPR'AisEMEN:r;-"il-owANcE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PONTREMOLI ALEXANDER P FILE NO. 21 01-0114 ACN 101 DATE 10-29-2001
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) (1) 78.000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subMit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this forM with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 10.124.03 tax paYMent.
6. Jointly Owned Property (Schedule F) (6) 1. 768.72
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 89,892.75
APPROVED DEDUCTIONS AND EXEMPTIONS: 37,371.09
9. Funeral Expenses/AdM. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.155.08
11. Total Deductions (11) 39.1i26 17
12. Net Value of Tax Return (12) 50.366.58
13. Charitable/GovernMental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 50,366.58
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. AMount of Line 14 taxable at Lineal/Class A rate (16) 50,366.58 X 045 = 2.266.49
17. AMount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. AMount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 2,266.50
TAX CREDITS:
PAYI'IENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUI'IBER INTEREST/PEN PAID (-)
09-17-2001 CDOO0268 .00 2,266.49
TOTAL TAX CREDIT 2,266.49
BALANCE OF TAX DUE .01
INTEREST AND PEN. .00
TOTAL DUE .01
. IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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 MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
PATRICIA R BROWN
4 E LIBERTY AVE
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-29-2001
PONTREMOLI
01-20-2001
21 01-0114
CUMBERLAND
101
ALEXANDER P
AMount ReMitted
PA'17013
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REV'l500EX\6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
PONTREMOLI, ALEXANDER P.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
01-20-01 04-17-24
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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OFFICIAL USE ONLY
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2 1 - 0 1 001 1 4
COUNTY CODE
YEAR
NUMBER
[Xl 1. Original Return
D 4. Limited Estate
[] 6. Decedent Died Testate (Attach copy of Will)
o 9. litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of dealh after 12-12-82)
D 7. Decedent Maintained a living Trust (Attach copy alTrust)
D 10. Spousal Poverty Credit (dale of death between 12.31-91 and 1-1-95)
SOCIAL SECURITY NUMBER
175 - 14
6094
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date of death prkll to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election 10 tax under Sec. 9113(A) (AllachSch0)
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NAME
PATRICIA R. BROWN
COMPLETE MAILING ADDRESS
4 East Liberty Avenue
Carlisle PA 17013
x .0 (15)
xo~ (16) 2,266.49
x .12 (17)
x .15 (18)
(19)
FIRM NAME (If Applicable)
TELEPHONE NUMBER
717-249-3024
OFFICIAL USE ONLY
(8)
89,892.75
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
78,000.00
(11)
(12)
(13)
39,526.17
50,366.58
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
(6)
10,124.03
1,768.72
(14)
50,366.58
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
(7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
37,371.09
2,155.08
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14laxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
50,366.58
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.[2::]
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS 101 Fairwav Drive
CITY Carlisle I STATE PA I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
2,266.49
Total Credits (A + B + C ) (2)
2,266.49
3. InteresVPenalty if applicable
D.lnterest
E. Penalty
TotallnteresVPenalty ( 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)
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5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
2,266.49
B. Enter the total of line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
A. Enter the interest on the tax due.
2,266.49
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................... ............................................... D ~
b. retain the right to designate who shall use the property transferred or its income; ........................................... D IX]
c. retain a reversionary interest; or...................... .................................................. ................................................ D [Xl
d. receive the promise for life of either payments, benefits or care? .......................... .............................. D IX]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ...... .................................................. ................................................... D IX]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ..... .... D IX]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .... ...................... ............................................ ....................... ....... D IKJ
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 peijury, 1 declare that I have examined this return, inducting accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete
Declaration of preparer olher than ihe personal represenlative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
DATE
ADDRESS
SIGNA1UR~F PREPARER OTHER THAN REPRESENTATIVE
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ADDRESS
DATE
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4 East Liberty Avenue, Carlisle PA 17013
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 far the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (ill.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.211.
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. 99116(1.2) [72 P.S. 99116(a)(1)J.
The tax rate imposed on the net value of transfers to ar far the use of the decedent's siblings is 12% [72 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.
LAST WILL AND TESTAMENT
OF
ALEXANDER PETER PONTREMOU
21-01-114
I. ALEXANDER PETER PONTREMOLI. of Carlisle. Cumberland County.
Pennsylvania. being of sound and disposing mind. memory and understanding do make.
publish and declare this to be my Last Will and Testament. I hereby revoke all previous
Wills and Codicils at any time heretofore made by me.
ITEM I
I order and direct my Executrix. hereinafter named. to pay my debts. funeral
expenses and expenses involved or connected with the administration of my estate as
soon after my death as is reasonably possible. out of the principal of my residuary
estate.
ITEM II
I direct my Executrix to arrange for my cremation followed by a scattering of the
ashes at my favorite fi~hing hole in Moraine Park. Butler. Pennsylvania.
ITEM ill
I give. devise and bequeath all of the remainder of my property of every kind and
description (including lapsed legacies and devises) wherever situate and whether
acquired before or after the execution of this Will. to my children. BONITA P. MANGA.
CHERYL P. SIERADZKI. RAYMOND A. PONTREMOLI. and grandchildren. PECCINA
PONTREMOLI. born August 22. 1986. and RAE LYNN PONTREMOLI. born May 26.
Page I of 8
1988, equally, and to their issue, then living, per stirpes, subject to the terms and
conditions hereinafter set forth.
Until each of my grandchildren attains the age of twenty-five (25) years of age, I
hereby appoint my daughter, BONITA P. MANGA. Trustee of the property of my
grandchildren. with power to hold all property payable by law to a Trustee appointed by
my Will and I direct that any of my stocks. bonds, lRAs or securities. personal or real
property of every kind and description (including lapsed legacies and devises) may. at
the discretion of Trustee. be sold with or without notice. at either public or private sale.
and the proceeds therefrom be divided into equal shares and placed in Trust, subject to
the following exceptions. directions. conditions and provisions:
A. Trustee shall hold the principal of these Trusts for the benefit of my
grandchildren and shall distribute the income quarterly in such proportions as Trustee
shall determine. without being required to maintain equality among them. for their
health. medical expenses. maintenance. support and education. including college.
graduate level or professional education. until there is no grandchild of mine living who
is under the age of twenty-five (25) years. Education shall be dermed broadly to include
not only that available in college. but also trade school and other similar training. In the
event the income of these Trusts shall be insufficient to provide the benefiCiary with
adequate maintenance. support. welfare or education. Trustee may invade the principal
of the Trust for this purpose. The Trustee. in exercising her discretionary authority with
respect to the payment of income or principal of the Trust estate to any beneficiary. shall
take into consideration any income or other resources available from sources outside of
Page 2 of 8
this Trust that may be known to Trustee. The determination of Trustee with respect to
the necessity of making payment out of income or principal to any beneficiary shall be
conclusive on all persons however interested in the Trust. Trustee shall accumulate and
add to principal any net income of the Trust not paid out in accordance with the
discretion hereinabove conferred on Trustee.
B. Upon the death of any benefiCiary prior to the termination of her Trust,
Trustee shall distribute the principal and accumulated interest of the Trust to her issue
then living. per stirpes. and not per capita. If there is no issue then living, then all of the
balance of the deceased child's trust shall be added to the trust of her surviving sibling
or to the sibling. if she is twenty-five (25) years of age or older.
C. The beneficiaries of these Trusts shall not have any right to alienate. encumber
or hypothecate their interest in the principal or income of the Trust in any manner, nor
shall their interest be subject to claims of their creditors or liable to attachment,
execution or other process of law.
D. In order to carry out the purposes of the Trusts established by this Will,
Trustee, in addition to . all other powers granted by this Will, or by law, shall have the
following powers over the Trust estates, subject to any limitation sp'ecified elsewhere in
this Will:
1) To retain any property, real or personal. received by
the Trust estates for as long as Trustee considers it advisable.
2) To spend funds for the maintenance and repair of real
property.
Page 3 of 8
3) To sell at public or private sale, exchange or lease for
a period of time, any real or personal property and give options
for sale ofthe lease.
4) To execute and deliver any deeds, assignments or
other instruments as may be necessary to carry out the
provisions of these Trusts.
5) To borrow money and to mortgage or pledge any real
or personal property.
6) Trustee shall maintain accurate records and accounts
showing receipts and disbursements of principal and income
no less frequently than annually.
7) Trustee shall be entitled to reimbursement for
expenses incurred in administering and distributing the trust
property and shall be entitled to compensation for her services,
calculated on the basis of the compensation normally received
by corponite fiduciaries for similar services rendered.
8) To employ any attorney, investment advisor,
accountant, broker, tax specialist, or any other agent, with or
without discretionary powers, deemed necessary in the
discretion of Trustee; and to pay from the trust estate
reasonable compensation for all services performed by any of
them.
Page 4 of 8
9) To distribute property in kind.
10) To do all other acts that are in her judgment
necessary or desirable for the proper management. investment
and distribution of the Trust estates.
E. The Trust estate for each beneficiary shall be administered until
said beneficiary is twenty-five (25) years of age. at which time a calculation
of the property remaining in her Trust shall be made. and the total thereof
shall be distributed to her, discharged of the Trust.
F. If the Trustee under this Will fails to qualifY, resigns, or ceases to
act as Trustee for any reason, then I appoint, ROBERT K. MANGA. as
successor Trustee under this Will. The successor Trustee shall accept,
without examination or review, the accounts rendered and the property
delivered by the predecessor Trustee without incurring any liability or
responsibility for doing so. The successor Trustee shall have all the tile.
powers, and discretion of the predecessor Trustee without the necessity of
any conveyance or transfer.
G. WheneverTrustee. in her absolute discretion, deterrmnes that the
size of any fund or share held in any trust hereunder does not warrant
continuing the same in trust, or its administration would be impractical for
any reason, Trustee, without further responsibility:
1) May pay such fund or share to the person entitled at the time to
the income from it; or
Page 5 of 8
2) If such person is a minor, Trustee may pay such fund or share to
the parent or other person in charge of such minor, or to her guardian, or
to a custodian under the Uniform Gifts to Minors Act.
ITEM IV
I hereby nominate, constitute and appoint my daughter, BONITA P. MANGA. as
Executrix of this my last Will and Testament. In the event of her renunciation, death,
resignation or inability to act for any reason whatsoever, I nominate, constitute and
appoint my daughter, CHERYL P. SIERADZKI, Albuquerque, New Mexico, as Alternate
Executrix, of this, my Last Will and Testament.
ITEM V
I hereby direct that no Executrix or other Fiduciary named or appointed by this
Will shall be required to post any bond or give any security of any type for any purpose
whatsoever, nor be liable for failure to file any report, accounting or inventory, in any
jurisdiction in which he or she may be called upon to act, insofar as I am able by law to
do.
ITEM VI
I authorize my Executrix in her discretion to sell, with or without notice, at either
public or private sale, and to lease any property belonging to my estate, subject only to
such confirmation of Court as may be required by law, for such prices and on such
terms and conditions as she deems best, and to make distribution hereunder either in
cash or kind, as she may deem wise.
Page 6 of 8
IN WITNESS WHEREOF. I have hereunto set my hand and affixed my seal this
/ & 3 day of May. 2000.
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ALEXANDER PETER PONTREMOLI
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Witness
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Witness
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COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
We. ALEXANDER PETER PONTREMOLI. VICKIE J. GROUP and PATRICIA R.
BROWN. Testator and the witnesses. respectively. whose names are signed to the
attached or foregoing instrument. being first duly swom. do hereby declare to the
undersigned authority that the Testator signed and executed the instrument as his Last
Will and Testament. and he had signed willingly and that he executed it as his free and
voluntary act for the purposes therein expressed. and that each of the witnesses. in the
presence and hearing of the Testator. signed the Will as witness and that to the best of
Page 7 of 8
his/her knowledge, the Testator was at that time eighteen years of age or older, of sound
mind, and under no constraint or undue influence.
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ALEXANDER PETER PONTREMOLl
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Witness
Subscribed, sworn to and acknowledged before me by ALEXANDER PETER
PONTREMOLl, the Testator, and subscribed and sworn to before me by VICKIE J.
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GROUP and PATRICIA R. BROWN. witnesses, this / U: ' day of May, 2000.
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NOTARIAL SEAL
DENISE PINAMONTI. Notary Public;
Carlisle Borough. Cumberland County
mission-E . s.Nov.-20, 2000
Page 8 of 8
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PONTREMOLI, ALEXANDER P.
SCHEDULE A
REAL ESTATE
FILE NUMBER
21-01-0114
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a willing buyer and a willing seller, neither being compelled to buy arsell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with
right of
survivorshin must be disclosed on Schedule F.
ITEM
NUMBER
1.
.2029 & 2031 Leishman Avenue, Arnold PA 15068
DESCRIPTION
VALUE AT DATE
OF DEAT~
78,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, it"3ert :.1dditional sheets of the same size)
78,000.00
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DEED
day of July in the year two thousand one (2001).
MADE THE
BETWEEN ALEXANDER PETER PONTREMOLI (deceased), by and through his Executrix,
BONITA P. MANGA, hereinafter referred to as "Grantor"
AND JAMES R. MILLER, single man, hereinafter referred to as "Grantee"
WHEREAS, Alexander Peter Pontremoli died January 20, 2001, testate seized of certain
land situate in the Borough of Arnold, County of Westmoreland, Pennsylvania; and
WHEREAS, The Will ofthe said Alexander Peter Pontremoli dated May 16,2000, was duly
probated in the Office of the Register of Wills in and for Cumberland County,
Pennsylvania on January' 26,2001, and Letters Testamentary were granted to Bonita P.
Manga, the above-named Executrix; and
WHEREAS, Section 3351 ofthe Probate, Estates and Fiduciaries Code (20 PS. 3351) confers
upon Executor, the power to sell at public or private sale any real estate not specifically
devised; and
WHEREAS, the hereinafter described premises were not specifically devised; and
WHEREAS, the said Executrix was not required to file any bond to secure faithful
performance of her duties.
WITNESSETH, that in consideration of the sum of SEVENlY-EIGHT THOUSAND
($78,000.00) Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said
Grantor does grant and convey in fee simple to said Grantee, his heirs and assigns,
Tract No.1: ALL that certain lot, piece, or parcel of land situate in the Borough of Arnold,
County of Westmoreland, and State of Pennsylvania, and known and designated as Lot
Numbered Thirteen Hundred Thirty Six(I336) in Block Number Thirty (30) of the
Kensington Improvement Company's Plan of New Kensington, recorded in the Office for
Recording Deeds, etc., in and for said County of Westmoreland, in Plan Book Number 1,
Page 46, and more particularly described as follows:
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I BEGINNING at a point on the Westerly line of Leishman Avenue, a distance of thirty (30)
I feet southwardly from the southwest corner of Leishman Avenue and Ewing Street in said
plan; thence in a southerly direction along the westerly line of Leishman Avenue a distance
of thirty (30) feet to the line dividing lots numbered Thirteen Hundred Thirty Six (1336)
and Thirteen Hundred Thirty Seven (1337) in said block; thence in a westerly direction
along said dividing line a distance of One Hundred Twenty (120) feet to the easterly line
of Vine Alley in said plan; thence in a northerly direction along the easterly line of Vine
Alley a distance of thirty (30) feet to line dividing lots numbered Thirteen Hundred Thirty
Five (1335) and Thirteen Hundred Thirty Six (1336) in said block; and thence in an
easterly direction along said dividing line a distance of One Hundred Twenty (120) feet
to the place of BEGINNING.
RESERVING therefrom, however, all the coal underlying said lot numbered 1336, sold by
the Kensington Improvement Company to George H. Summers and George E. McFetridge
by deed dated August 26, 1905, and of record in the Recorder's Office of Westmoreland
County, Pennsylvania, in Deed Book Vol. 359, page 286 and subject to such mining rights
as were granted in said deed as by reference thereto will more fully and at large appear.
BEING the same premises which Haiman Kopelman, widower, et ux, by their deed dated
March 5, 1942 and recorded April 7, 1942 in the Office of the Recorder of Deeds in and
for Westmoreland County, Pennsylvania, in Deed Book Vol. I I 16, Page 3 I 4, granted and
conveyed a life estate unto Remigio Pontremoli with remainder to Alexander Pontremoli,
his heirs and assigns.
Remigio Pontremoli, a/k/ a Raymond pontremoli, died on February 2, 1982, thus vesting
title and interest in Alexander Peter Pontremoli, as surviving remainderman, Grantor
herein.
Tract No.2: ALL those certain lots, pieces, or parcels of land situate in the Borough of
Arnold, County of Westmoreland, and State of Pennsylvania, and known and designated
as Lots Numbered Thirteen Hundred Thirty Seven (1337) and One Thousand Three.
Hundred Thirty Eight (1338) in Block Number Thirty (30) ofthe Kensington Improvement
Company's Plan of New Kensington, recorded in the Office for Recording Deeds, etc., in
and for said County of Westmoreland, in Plan Book Number I, Page 46, and more
particularly described as follows:
BEGINNING at a point on the Westerly line of Leishman Avenue, a distance of sixty (60)
feet southwardly from the southwest corner of Leishman Avenue and Ewing Street in said
plan; thence in a southerly direction along the westerly line of Leishman Avenue a distance
I.
;. ..... of sixty (60) feet to the line dividing lots numbered Thirteen Hundred Thirty Eight (1338)
and Thirteen Hundred Thirty Nine (1339) in said block; thence in a westerly direction
along said dividing line a distance of One Hundred Twenty (120) feet to the easterly line
of Vine Alley in said plan; thence in a northerly direction along the easterly line of Vine
Alley a distance of sixty (60) feet to line dividing lots numbered Thirteen Hundred Thirty
Seven (1337) and Thirteen Hundred Thirty Six (1336) in said block; and thence in an
easterly direction along said dividing line a distance of One Hundred Twenty (120) feet
to the place of BEGINNING.
BEING the same premises which Haiman Kopelman, widower, et ux, by their deed dated
October 1 7, 1946 and recorded October 29, 1946 in the Office of the Recorder of Deeds
in and for Westmoreland County, Pennsylvania, in Deed Book Vo1.1243, Page 178,
granted and conveyed a life estate unto Remigio Pontremoli with remainder to Alexander
pontremoli, his heirs and assigns.
Remigio pontremoli, a/k/ a Raymond Pontremoli, died on February 2, 1982, thus vesting
title and interest in Alexander Peter pontremoli, as surviving remainderman, Grantor
herein.
AND the said Grantor hereby covenants and agrees that she will warrant specially the
property hereby conveyed.
IN WITNESS WHEREOF, said grantor has hereunto set her hand and seal the day and year
first above written.
SIGNED, SEALED AND DELIVERED
IN THE PRESENCE OF
(SEAL)
BONITA P. MANGA, Executrix for
the Estate of Alexander Peter Pontremoli .
REV.1508EX.(1.971
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
PONTREMOLI, ALEXANDER P.
FILE NUMBER
21-01-0114
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Cash
543.00
2.
National City Bank, Arnold, PA
(Checking Account No. 268164831)
1,008.53
3.
Rental Income on Garage (2031 Leishman Avenue)
(Jan, Feb, March and April @ $250.00)
1,000.00
4.
Sale of personal property (to include the
following items):
Guns, Inclinator, Cemetery plots and Misc. cameras
3,620.00
5.
Sale of Business Property
(Watchmaker & Jeweler - costume jewelry & tools)
3,952.50
Ilf ...,,,~,, ""'.,,,,, it" "'''"rll''lr 1""",", :'lrlrlitinn:'ll d,(.>(lI" 01 lhr> ":'lmp "i7p.l
TOTAL (Also enteron line 5, Recapitulation} $ 10 124.03
REV.lS09EX+ 13.86)
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX ReTURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
PONTREMOLI, ALEXANDER P.
FILE NUMBER
21-01-0114
Joint tenant(s):
RELATIONSHIP TO DECEDENT
Daughter
NAME
A. Bani ta P. Manga
ADDRESS
101 Fairway Drive
Carlisle PA 17013
~ Cheryl P. Sieradzki
2309 Punta DeVista
Albuquerque N.M. 89112
Daughter
C.
Jointly~owned property:
LETTER DATE
ITEM FOR TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBEF JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TEN ANT JOINT
1. A 10/99 PNC Bank 1,222.10 50% 611.05
Checking Acct. 5002089347
2. B 8/89 First Bank of Leechburg 2,315.33 50% 1,151.67
.
TOTAL (Also enter on line 6, Recapitulation) S 1,768.72
(If more space is needed insert additional sheets of some size)
~ COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 01-0114
01119223
04-16-2001
.EV-lS~5 EX AFP <O'-DDl
TYPE
EST. OF ALEXANDER P PONTREMOLI
S.S. NO. 175-14-6094
DATE OF DEATH 01-20-2001
COUNTY CUMBERLAND
OF ACCOUNT
o SAVINGS
IX] CHECKING
o TRUST
o CERTIF.
PA 17013
REHIT PAYHENT AND FDRHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BONITA
101 FAIRWAY
CARLISLE
MANGA
DR
PNC BANK has providod the Deparhent with the information listed below which has been used in
calculating the potential tax due. Thoir records indicato that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW
Account No. 5002089347
IE IE IE SEE
Date
Established
REVERSE SIDE FOR
10-05-1999
FILING AND PAYMENT INSTRUCTIONS
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
x
1,222.10
50.000
611. 05
.045
27.50
To insure proper credit to your account, two
(2) copies of this notice must accompany your
payment to tho Register of Wills. Hake check
payable to: "Register of Wills, Agent".
x
NOTE: If tax paymonts are .ade within three
(3) months of the decedent"s date of death,
you may deduct a 57. discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
PART TAXPAYER RESPONSE
1IJ1:!1111~~~~~~~llil~~1!11~~~'I~ill~~il!II~~~~~11111~~!11!~~illl~.m~~i~~~li!II~~I~r,~~~~~~~~~illl~~~!!II:~~11il~~I~~ilii~~~~~;;;;:1
[CHECK ]
ONE
BLOCK
ONLY
A. c=J The above information and tax due is correct.
1. Vou may choOSG to romit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or YOU .ay check box "An and return this notice to the Register of
Wills and an oHicial assessment will be issued by the PA Departllent of Revenue.
B. c=J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
C. 0 The above inforlllation is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
PART
@]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a different tax rate, please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. ,Tax Due
OF
1
2
3
4
5
6
7
8
x
TAX ON JOINT/TRUST ACCOUNTS
x
PAYEE
DESCRIPTION
AMOUNT PAID
I
$
I
TOTAL (Enter on Line 5 of Tax Computation)
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief.
HOME (
WORK (
TFI FPHnNF
)
)
NIIMRFR
"^TF
T^YPtWI=P ~T~"'^TIIRF
JUL-0S-Z0S1 88:12 AM
__..L ._.
F SIERADZKI
505 2':;:12 Se49
r-.,,-,",,-
COMMONWEALTH OF PENNSYlYANIA
ot:PARTf'lENT OF JltiVENUE
aUREAU of IHDIYIDUAL TAXES
ft.'~!Otol
HA~ISauRG, PA 11121.D601
*'
INFORMAftON NOTICE
AND
~KPAV;A-AIS~OHSE
FILl! 1'111.21 01-0114
ACN 01002082
UAT! 04-u,-,uuo
TVPE OF ACCOUNT
EST. OF ALEXANDER P PONTREMDLI OCJ SAYINGS
S.S. NO. 175-14-6094 BCHECKINU
DATE OF DEATH Or-20-2001 TRUST
COUNTY CUMBERLAND 0 CERTIF.
REHIT PAYMENT AND FORMS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Jh-,.uU."u.-m
CHERYL
101 fAIRWAV
CARLISLE
SIERADZK1
DR
fA 17013
FIRST bA.NI<. OF LEEC:HBURG: has pr-ovjdad the p_parbJ911t .,ith U'G 1nfor...tlOft Iht"d below .....l.oh he. bll4lln u..d tn
c~lculati"A the pot.ntJBl tax due. Th.ir r.eords Indlcata that at the d..th .of the .bave decadent, ~.oU __re 8 joint DwnerlbAnafici_ry .of
this acc~lt. Il yOU fe81 this Jnfor.-tlon 15 incorrect, pleas. obtaIn written ~rr.ctlon fr~ the finanel&l in5titutlon, .ttaCh ~ copY
to this form ~d return jt ~o th~ ~ba~8 ~dr.s.. This actOPnt Is taKable In ac~Drdence Nith the Inh4rltenc8 Tax LeW5 of the Cu._onweelth
of Pann~lYaniB. au__tions .ay bd answ.rAd by calling !717) 7&7-1327.
'CO"PLETE PART 1 BELOw . . . SEE REVERSE 'SIDE 'FO~ FILING AND PAVMENT INSTRUCTIONS
Acoount Ho. 010144724 Ooto 08-02-1989
E.4ahlhh.d
Aceount aalancB
Percent Texllbl.
Amount Subject to
Tax R.t.
Potential Tax Du.
~
2,:515.33
50.000
1,157.67
.045
52.10
To insure prop"r credit to you~ .vooun,~ tW.o
eZJ copJ.s .of thI. notIce Must ecco~p.ny your-
p.y..nt to the Aeg15t.r of Wills. Mak. aheok
peYable tal ~R8g1st.r of VIlIs. Agent-.
~
Hor~: If twx paYMents are mad~ .lthln t~r88
(51 .onths 0' th6 decadent'e d.te of d..t~,
)IOU .1lIy deduct a S:( disaount. .of the till( dt.jIII,
Any Inherjt~nc. tax du. w1l1 ~OM. del1nquent
"in. r" ~ths eft.r t~ date of death.
Tox
pART TAX PAVER RESPONSE" ,
[I] 1i~~_i~~~~~~~~'t~~~~~~,~~m!ir,\~~~i_~_~l\f~~1~
A. c=J ThD abOve Infor..tlon and taK due 1. eorr.at.
1. You _ay ChOO$8 to re.i1 p_~Ment to the Register of Wil19 wJth twu caple5 "f this notice to obteln
l!I discount or .void if1t.r.st~ or ~oU limy ch"k boK ..... and return thl. notice to th.. R..h:ter of
Wills eRd an offJci91 ~sse~~.nt wl11 be Issued bY t~e Pi Depart.ent of Aevenu8.
[CHECK ]
ONE
BLOCK
ONLY
8. c=J The ~bo~. asset has been o~ wIll be rQPo~ted and tax pnid ~lth tho Ponna~lv.niB Inherit.no. T8K return
to b.. flled by the d.c~~t.. r.pr..antativ".
c. 0 ft.,. :tIbove InfnrllaU.on 1$ incorrect lII'Ia/o~.bts and daduedon. ...."" I)d'!d by ~ou.
You MUst cORPlete P'-T ~ .nd/ar PiRT ~ below.
~elationship to de~';d~n:f::~.. ...- ...1...<:0.... t+"'+~ vour
5.. rerc.'ll i cii\..blii
OF.TAX_OK ~OIKT/TRU$I ACCOUHT~
1
2
~
K
~
..TAX RETURN . CQHPIITAT%OK
lINE 1. oat. Established
2. AccDunt Balene.
4. ApDunt Subject to Tax ~
Ii. n.bts and Oeduct iQ~s .6
6. ^-aunt Taxabl. 6
T. Tax Rate 1 x
B.'TaxDus 8
PAIT
[!]
DATE PAID
l.
PAVEE
DESCRIPTION
AMOUNT PAID
!
TOTAL IEnt.r on Lln. .6 of TaM eo.put.tion)
I
.
~ penalii.s of PB~jU~Y, t d.clare that the facts X hav. r.parted above a~. true, oo~rBct and
QORpl.t. to the be.t of .y knowl.dga end ball.f.
."--~
-..............",1::"
HOME (
WORK (
TELE~HONE
)
)
NUMBER
DATE
-
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
EST ATE OF
PONTREMOLI, ALEXANDER P.
FILE NUMBER
21-01-0114
Debts of decedent must be reported on Schedule t.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home 1,585.00
5 Death Certificates 10.00
Hairdresser 25.00
Luncheon after Service 139.46
Disposition of Ashes 250.88
Air Fare (SW Airlines, N.M. to PA. ) 430.50 2,440.84
B. ADMINISTRATIVE COSTS: I
1. Personal Representative's Commissions
Name of Perso~al Representative (5)
Social Securily Numbe~s) I EIN Number of Personal Reprnsentalive(s) ..-
Street Address
State Zip .
City
Year{s) Commlssion Paid:
2. Attorney Fees Patricia R. Brown 3,700.00
3. Family Exemption: (If de<:edenfs address is not the same as daimanfS. attach explanation) 3,500.00
Claimant Bonita P. Manga . .
Street Address 101 Fairway Drive
City Carlisle State PA Zip 17013
Re~lionship of Claimant 10 Decedent daughter
4. Probate Fees Probate Petition, Short Certs. 153.00
Short Certificates 9.00 162.00
5. Acconntanfs Fees
6. Tax Return Preparer's Fees (Cost for Computer Program) 26.00
7. Costs for sale of real property listed on Schedule A
a) Broker's Commission (Howard Hanna) 3,280.00
b) Attorney Fees and postage for deeds 503.95
c) Two percent ( 2%) transfer taxes 1,560.00
d) Tax Dert. Fee 48.00
e) R.E. taxes and Home Warranty, etc. 2,150.30
f) Excess Deposit 500.00
g) Seller's Assistance 19,500.00
TOTAL (Also enter on line 9, Recapitulation) $37,371.09
(If more space is needed, insert additional sheels of the same size)
-. "J' """.-",,,u 11,-,,,,,,,
"
A Settlement Statement
U.S. Depilrlmenl of Hou,lng
B. T""'" a/Loan and Urta" Oeveloomenl OMS No. 2502-0255
J.OI'HA 2. OFn,H.\ ). OCuu",l)nin), Ill. File Nllmb.:r 17.1..l'lIll1N\ln~r l8. M"rlr:.v 'n~urJjW.. ('\l~e Num'b..:r
4, nVA 5. nCt.1nv, Ins. Ot-1292 100097J4
C,No{e: ""mstnll':"~.I~O_c,l"_'OOIll1OloO'sO(I'lh'ckI~ IIIWiI'.lIw)wnh....lQllA/oInIllOclAl:M'PlI..'....4i1'. M1fJl\O"U_inu..lo:II.tI,
~~~~~:,a~~~~~ ~~~r=..~l:=IJ.::~.~~.ss~'c:r.~~:...~~~I~O"~~,~.....luu~pqn
D. NAMI! OF RORROWE!l: JillnCsR.Millcr
^DDRES~: 3.27 EdgewO<ld Drive. Cahol,?A 16023
L NAME OF S[L\.F1( Alc,"(j)uder Pomremuli Est;:!.!c
M)()R:ES~ CIO Patrie;:>>. R. Brown, Atty., 4 cast Liberty Avenue, Carlisle:. PA nOt3
f. NAME OF L(NDF.Jl: Peoples Chol~e Hume LOllns, Inc.
AIllHU!SS: 875 Grcentree Rl>ad. Suite 0-11, BuitdirH! #3. ~itUburl!"h. PA 15220
(i. t>RorFRTY ^DORt.:SS,: 2029 & 2031 Leishman AVcn\le. Amold. PA 15068
City of Arnold
H. SHTLEMcNT AGENT: Thor:S~Wcmellt Soluljons Group. Inc.. Telephone: 412-322.5780 Fax: 41l.J22-5790
rt"CE OF :jF.lTLEW.:NT; 2400 Lccchbur~ Road, Lower Burrell. PA 15068
l. SbTTLfMfNT DAT(; 01/0)/2001
J. SUMMARY OF BORROWER'S TRANSACTION: K SUMMARY OF SEllER'S TRANSACTION
100, GROSS AMOuNt QUE FROM BORROWER. ,0<), GROSS AMOUNT DUE: TO SEllER.:
'" Conlract ulu ,1<:0 " 000 ,00 '" Conlrllclulll'S '. 000. 00
'" PO''lOn.1Proe '" PlU&Qfl,1 Pnm.m
\0:1. SettlerlWlnlchan:l<lslob(Jf,ov<&r li,\o 1400l , 940.8S '"
,,. .04
105. '"
Adlu:Jtments lor l<<Im, Daid bv seller in advanoo Ad uslmenls for items oaid tw $/jllef in iHJvance
,os CiIv"aWl\ ta~.. 406. Cltltown1.uOi
'" Coun"'b1~.. '" Coum tn.e
." Scl'.oolhu, '" Sr.ooolT~~os
'" ""
'" 411'1.
'" 41\.
HZ "'12.
120. GROSS AMOUNT DUE FROM BORRQWER a;- 940,86 420. GROSS AMOUNT DUE TO SEllER: ,. 000 ,00
20<) AMOUNTS PAID BY OR ON BEHALF OF BORROWER :500. REeverlONS IN AMOUNT DUE TO SELLER
"" Oenoslloreilme1.tmon_ ----;00.0.:- '" EAC1ISS~~f5..itl'''lIelicM\ 500 00
"" Prinel I ilmClunlo'f>Qwlnans '. :500,00 oe' Stlllomfll'..""'......slo'ener line 1400 1 s:a. 'a
"" E~i,lino loanls' taken eub'eCI to WJ E.isUl'I"'o.n/sltakensubiel;l1D
'" 50' PavntfolftirsIMorln,n<>lOlln
205 50' p, tf01 Se-conllMunaaueLoen
'" '"
,or ,or
2011. >CO
'" Gift(jIE<lLlilV 19 500.00 oeo. ClllafE 01 19 500.00
Adlustments for il9m.s I.moald by .sener Ad'u$lmenlSlorilemsun aidb ,eller
210. Ci(VltOWfll".CK '" c;;:'"o..mla."
'" CD1,lflWbn$ 511. Counl la.e.
m SchoQlhllU 512. SeJ'><)o'T..~a'
'" '"
214. 514.
m '"
'" '"
'" Sll.
2'''. !lIe.
211lo. 51~.
220, TOTAL PAID BY/FOR IWRROWER " SOO,OO 520, TOTAL REDUCTION AMOUNT DuE SELLER 21 5)' ,'0
300, CASH AT SETILEMENT FROM OR 'TO BORROWER '00, CASN AT SETTLEMENT TO OR FROM SELLER
"" Gross amounl clll. from borr<JUolI( lin.l2Q ., &40.8~ "'., G,ou.mOuJIl clue \0 sellllr{linl 420 ,. 000.00
"', Lillo .mOllnlt noicl bvltor borrower nine ZZOI ,. 500.00 602. la"redutliOnamallnlduo""tr linl!52Q 21 53B.30
JOJ. CASHFROM80RRO~R , 340,86 603. CASH TO SELLER 50 461.70
'Vfl;STll'U1"~ FOl'lM lQit SELLl'R ST'...r~MENr: l.....""'NIlO<>_~ n....n i. i~nllo' ""a,,,,,,bOn."" i,1 ~';ng ~"niV\e(110 U<<o lJ1lemll An....... Se>V>el, n r<>'" G'" "~W'd 10 ~II'
'eM'I.
t.~"t?'~~:~~~'::"~::.":I~':N~~':'~=~:"''':'- "...... "Q"~'~ "'~. "'Jl""d ao>ellh.1J{S a6l.....nt1 m.,<< '..U IIIJ/Wr:>> ''POIU/d. TIll 'o.W~CI ~..... """~ ~qI;~D'd ""
~~~~ I,~~=~:.?N:',\= :;:.:,:: :r:? ~-=.1t;F~ =~.r,rt:~':';o~~~9. $"e '" ~Cl\f>Ig~ df rfV>CI~ Retl<un~,'or any Cl-";'" ",,", 1<"" (~CO<'W .....(el""':.....DlI>~1 JJ~n="""i,
;e'-=,';:..w":/':.~=b~~t,:~~,=~I~~'~I~:or:~t~i;::,~~~\~=;:~=':\~f:f::''~~,:':.;,,::,~~,:,~~:,,',~;f,~r.'i.=:,~~idn
TIN; $ELLI!.~15)'la""'TURel;1:._~~_",_",,____,.
S'~~fRtSt Ntw Wl~IIolG AOORE'S
--.-.--'---.---'-..-.--
Til'cl:::~T>~n Sclll~mt111 Sy~lem t>rinlCll Q7/Q)!1001 "ill (1;l19
IU.:V.tIlIO.[ 0111(,)
II
"
:j
~
!j
!
"
-,.
","',';M'lw' rfM".." "'-"
w--.lJ ~(!'-''''J
(i...
"'-ff
LIS. UCr"RTMENTOI' IIOll~rN~i MmIJlHl^N nF.\lI:LQI'MLiNT
SETTLEMENT STATEMENT
File NI"llher,QI IN!
rACLi2
,.
L. SETTLEMENT 01ARGES PAID FROM PAID FROM
700. T01ALSALES/8ROKER'S COMMISSION tlased on orlce S'7B 000.00 ~ ..205 - ) 200 00 BORRowER'S SElLER'S
Olvllion(lr~mis~lol'lflln.70013<<fo/lqwf FUNDS AT FUNDS AT
'0' I " SETTLEMENT SETTLEMENT
7(J2. . :) 280.00 10 Howard Hllnna
'" CommiuiQn "BId ,. s.tu.melll 3 280.00
"" A~ Linu Renllell S5OO,00 Hanlj Mon.v Held 0" RE. ."
600. ITEMS PAYABLE IN CONNECTION WITH lOAN
." L\'>Iln Oflnlnillion FIlIt ~
", loanOI,r.l3vnt ~
,0> Al'I<'>rtl..I~ilo " Ex :--... ~n.ncial AOnraisal S.....,iC.ll 2i5.00
110<1. CredilR!Jruv!
.M Mo"..........Srok"rF.. " UIIIA ...ret......d Mor"';II, e , oon.oo
". Flou(,lOel"rminallonfotll " p.o~l.s Cho c. Ho~ Loan~ Inc. LR 26.00
'01. TIl;l(So,~Ie.F" ~ Peonle. C~oie. HOID8 Loans. lnc, L;;- 10.0;;-'
'M Unde""';lin F.. " peo-~8. C~oice Home LOAn I In~, LR 395.00
800, At'JorDisalR.viQwFee m p.~-iu -;'hoi~ HONIJ LOlln. Inc. LR 185,00
810. Fundi"" Fee '" P.o::-el!l Choice HOIllfl f.oan. Inc. LR 50,00
Ill!.
900. ITEMS REQUiRED BV lENDER TO BE PAID IN ADVANCE
..' hll.r.SIFrorn 07/05/20011008/01-/2001 ,n " .4300 Id~~ " OA....' LR 4.91.61
'" Mo'" InsurlneeP",'lI;urnlor "
'" HOlerdlnlurlfl<:eJ>,emivm 1(1' ~ t~ie Insurance ~.nt IP.O C.l .14.00 B\l"O!Ir
'"
905
1000. RESERVES DEPOSITEO WITH LENOER fOR
'001. H~nr<lln'ural1Cll rno.filS 34.50 Imo
'002 Mo ';l''''lnsurllllee nlO.""S ,=
1003 Ci,~p/'(llle--;;;;-Ta.lJ' me (i!\S "'"
1004 Counl~ Prll"''''' Tu.. mo.""S ,=
1005, SchOOITHe. mo, ""s 'mo
100~,~"1I~Atlt.lM;I$Arl'u.lmQnl
1100. TITlE CHARGES
1101 OuloI0ff\c.eSeNIt,F1e m Th. Settlemont Solutione GroU~ Inc. 2'10.00
1102 AbSlriJctll"rtl"'Il~
1103 TllloeuminallOf\
1104. Tilleincu'anC$binder
1105. D..dP'e"...l1QNC(o\\lt>nDOCS- m Patrid.. ~. Bro",n Attorney-At-Law 500.00
"" NaIll C,," . " Th.. Sattle=ent Solu~ion. Grouo. Inc. 20.00
II{}l.An~"'.IHS
rw,~l\.ode".bovoitem~No: ,
'''' Ti,,,ln.urll-llce m ThGl S.ttl_.nt solution. Gro\.\ .ne 696. '15
ind\xh".bll~.ilil",sN<>
'''' l.t'IIId'r'.Cll~ef8"~$ " !l00,00 -
1\10 OwMr'sCOVlfllaoS " 000.00 - 696.7"
It11 Enrll00. End 300. Entl1l0. En<:l to .,.,.... S.ttlemant Sol\.\ti.ana Gro\.\ Inc. 20'" "'0
lll1
1111 CIo'lnnSeNaLlr ~ 010 Re~"~lic Nation_l Titl& In.\lr'anc8 Co. 35.00
1200. GOVERNMENT RE:CORDING AND TRANSFER CHARGES
1201 RKOfdina "on O\!ed S '1.A'::;;:-oS ;R.I.~ul
1202. Ci"'ICOlint",,~I.lilmnl O.edS'180.0n ; Mor1nan. $ '180.00
1203 SWler,,,.r..-r"n, Dll"",S790.00 ;MM ., 780,00
"" RllCOrdinA-oIMtvf;' e ~ The 9.ttle=ent $ol\.\tionl!l Grou Inc:. 58.50
120S Aec:orditloofO.'ds ~ Th& S.ttl~nt Salut:ione Grouo. Inc. :24.00
1300. ADDITIONAL SITTLEMENT CHARGES
1301.Svtve"
1302. P"IIr1.00tction
1303. ~ourierFo. 1(1 "'he S.....tcl__nt Solul:iona G'-ou'" Io". 31.00
1304 Wi..Tr.n~lerF'6 " Tho ".ttl_nt 901\1I:.i.one Grau"' Inc. 10,00
1:i05. Oom6J'io: RelallOl\s 51l1rch 10 The Sattl_nt Solution. Groutlo. Inc. 15.00
1.3D1l. T.f;O' C.Il. Rolmllu"tTlOn, F.... 10 The SGlttlem&nt Saltl on. C.-oun Inc, .. .00
1307.
13OJJ. Olhfl,Oi'llvl'l,menl.1$2<I' 2 150. 30
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SETTLEMENT STATEMENT
File Nurnl><'r: VJ-12'J1
f'AOI' 3
ITEMIZATION OF HUD liNE 1306
1500. SCHEDULE OF DISBURSEMENTS 8\JYER SELLER
1;';01 Ht)JT\!!W.rr~"1 " CllA ROM Warrant 399.00
1502 ZOQl LOCOIl Ta~lli " Jose-h O. "'0' City Traasurer 436,26
"" 2001 LOCltI TilWU " JOSQ"'h O. "'ot Cit Treasurer 199,65
,,,,, 2001SC/'lOo1Ta>Cn " Jose-h O. "'0' City Treasure 107,32
1505. 2001 Sr,hoolT"~ll$ '0 .10SQ h C. "'., City Tr."llur.r 408.07
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151.5.
1.516
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15111
1519
1520 TOTAL HUO LINE 1308 EXPENSE: 2 150.30
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COMMmJWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
PONTREMOLI, ALEXANDER P.
FILE NUMBER
21-01-0114
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
National City Visa Corp.
Acct No. 4311 9662 5004 6909
92.34
2.
Advertisement (Patriot News)
(for Trap Gun)
14.00
3.
Upkeep expenses for real property at:
2029 & 2031 Leishman Avenue, Arnold PA 15068
a) Gas (Feb, 2001 - June, 2001)
b) Water (Mar & June 2001)
c) Electric (May-July 2001)
d) Insurance (fire and business)
e) 3 round trips to prepare property for sale
(Carlisle to Pittsburgh)
(1 round trip air fare (N.M. to Pittsburgh)
463.55
58.75
55.99
461. 65
1,008.80
TOTAL (Also enter on line 10, Recapitulation) $ 2, 155 . 08
(If more space is needed, insert additional sheets of the same size)
''''''.'''''''''''..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBER
I.
PONTREMOLI, ALEXANDER P.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1.
Bonita P. Manga
101 Fairway Drive
Carlisle PA 17013
Cheryl P. Sieradzki
2309 Punta DeVista
Albuquerque N.M. 87112
Raymond A. Pontremoli
2063 Beauscher Hills
N. Melbourne FL 32935
Peccina Pontremoli
2063 Beauscher Hills
N. Melbourne FL 32935
Rae Lynn Pontremoli
2063 Beauscher Hills
N. Melbourne FL 32935
FILE NUMBER
21-01-0114
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Daughter
Daughter
Son
Granddaughter
Granddaughter
AMOUNT OR SHARE
OF ESTATE
20%
20%
20%
20%
20%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS 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
2.
3.
4.
5.
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 more space is needed, insert additional sheets of the same size)