HomeMy WebLinkAbout01-0203
~-_Ell+lUOl
~
z
w
Q
w
l;l
Q
w
"~g
hg
Gl.
~
...
VOz
~l!l
~~
,.
.
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFF\C\Al USE ONLY
/6-c2/w- .;2/
ALe NUMIIER
21 01
COUNTY CODE YEAR
SOCLAL SECURITY NUMBER
COMMONh'EAL'THOF~LVAMA
DEPAR'NJENf OF REYEN.E
DEPT.280S01
I-AARlSElLRG.PA 1712$-0601
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Mariano, James Anthony
DAlE OF DEATH (MM-DD-YEAR)
DAlE OF BIRTH (MM-Do-YEAR)
02/04/200 I
03115/1940
(If APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INrnAL)
1. Original Return
o 2. Supplemental Return
o
o
o
48. Future Jnterest Compromise (date of death
after 12-12-82)
7. Decedent Maintained a living Trust (AttaCh
copy of Trusl)
10. Spousal Poverty Credit (date of death between
12-31-91 and 1-1-95
...-
o 3. RemainderRetum (date of death pl'iorto 12-13-82)
o 5. Federal Estate Tax.Retum Requi.red
o 8. Total Number of Safe Deposit Boxes
o 11.Election to tax under Sec. 9113(A) {Attach Sch 0)
o 4. limited Estate
~
o
'$E(mQM_T.'CJIiIF\."j~
ME
Scott M. Dinner, Esquire
IRM NAME (If applicable)
6. Decedent Died Testate (Attach copy
of Will)
9. litigation Proceeds RecefVed
LEPHONE NUMBER
717/761-5800
~
"
5
i!
!ii
u
w
..
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Noles Receivable (Schedule 0)
5. Cash, Bank Depos~s & Miscellaneous Personal Property
(Schedule E)
6. Joinlly 0M1ed Property (Schedule F)
o Separate Billing Requested
7. Inter-VMlS Tl3IlSfers & Miscellaneous Non-Probate Property
(Schedule G or l)
8. Talal Gross _ (total Unes 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Uabilities. & liens (Schedule I)
11. Talal Deductions (fatal Unes 9 & 10)
12. _Value of~(Une8 minus Une 11)
c..
00203
NUMBER
173-30-0452
THIS RETURN MUST BE RLEO IN OUPUCATE W1ni THE
REGISTER OF WILLS
SOC~SECURITYNUMBER
:'''i'<''
,"';'-,'-'0
:\' ;:;(1~"
3117 Chestnut Street
CampHiII,PA 17011
(1)
OFFICIAL USE ONl 'f'
None
,..
Jl.,f
f'"
ci
N
(2) None
(3) None
~-'---'-
(4) None
-.-----,--
(5) 3,568.67
(6) None
~--_.-
(7) None
(9) 2,290.38
(10) 19,585.24
2:
x
I
.C>o
v
E.,
(8)
3,568.67
(11)
(12)
21.875.62
insolvent
13. Charitable and Gowmrnental BequestslSec 9113 Trusts for v.i1ich an election to tax has not been
made (Schedule J)
14. _ Value Sublect to Tax (Une 12 minus Une 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(13)
(14)
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF M~ OVERPAYflENT
>>BE SUlIETONl'$VleR1\LL cMi$lI!lI!l$'j:jjj'_~SIllEANP _K MATH <<
';opyright 2000 fonn software only The Lackner Group, Inc.
Fonn REV.1500 EX (Rev. 6-00)
Decedent's Complete Address:
stREET ADDRESS
1110 Y verdon Drive, Apt. 6
CITY
ISTATE PA
IZIP 17011
Camp Hill
Tax Payments and Credits:
1. Tax Due (Page 1 Une19)
2. CreditslPayments
A Spousal POII8rty Credij
8. Prior Payments
C. Discount
Total Credijs (A + 8 + C)
3. InterestJPenalty ~ applicable
D. Interest
E. Penalty
Total InterestJPenalty (0 + E)
4. ~ Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on page 1 Line 20 to request a refund
5. ~ Une 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A Enter the interest on the tax due.
S. Enter the total of Une 5 + 5A This is the BALANCE DUE.
Meke Check Payable to: REGISTER OF WILLS, AGENT
(1)
(2)
0.00
(3) 0.00
(4)
(5) 0.00
(SA)
(58) 0.00
PLEASE ANSWER THE fOLLOWING QUESTIONS BY PLACING AN 'X' IN THE APPROPRIATE BLOCKS
No
II
1. Did decedent make a transfer and: Yes
a. retain the use or income d the property transferred;..........................n......................... ................ n
~. =~ ~~:,=i~=~shall.~ t~.~~t""'s'.~or no income;.......... . ............ R
d. receiVe the promise for Iffe of ~her payments. benefItS or C2fil?......................... .......................... 0
2. ~~g ':~'::e ~c:s=~rl~,..1982, di~~t transfer property within oneyear~..deaJh without 0 ~
3. Did decedent CM'Il an 'in trust for" or payable upon death bank account or security al his or her death?............... 0 ~
4. Did decedent CM'Il an Individual Retirement Accoont, annuity, or other non-probate property wllich
contains a benefICiary designalion?.............................................................................. 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 retum, including accompanying schedules and statements, and to the best of my knowledge tmd belief, it is true, correct
arnj complete.
Declaration of prttParer other than the personal T1lpresentative is based on all infonnalton at which preparer has any knowledgE!. _ _
SIG RE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS DATE
16 Surrey Drive 19073 -0/-;,.03-
Newtown Square, P A
ADDRESS DATE
ADDRESS DATE
3117 Chestnut Street I-J{P-{)2.-
Camp Hill, P A 17011
-/
SlGNA1UR
For dales cA _ on or after July 1,1994 and before January 1,1995, the tax rate imposed on the net value of lransfers to or lor the use of the
suMving spouse is 3% [72 P.S. ~9116 (a) (1.1) (ill.
For dales of _ on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use cA the suMving spouse is 0%
[72 P.S. ~9116(a) (1.1) (ii)]. The statute does not exerrot a transfer 10 a suMving spouse from tax, and the staluloryrequirernenls for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only benefICiary.
For dales of death on or after July 1, 2000:
The tax rate imposed on the net value cA transfers from a deceased child twenty-one years of age or younger at death to or for the use at a nalural
parent, an adopti1le parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefICiaries is 4.5%, except as noted in 72 P.S. ~9116
1.2) [72 P.S. 99116 (a) (1)].
The tax rate imposed on the net value of trans/ers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3ll. 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.
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONJIoEALTHOf F'efH!lYlVN'JA
IJ+ERlTAJ<CETAXRa1.JW
RESlDEN'DECEDONT
ESTATE OF .
Mariano, James Anthony
I FILE NUMBER
. 21-01-00203
Include the proceeds of I~igation and the date the proceeds were received by the estate. All property joinUy-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
---
I Fulton Bank checking account # 2218-37829 (see attached statement) 2,787.66
2 Corncast Cable security deposit refund 150.00
3 Social Security disability payment 318.24
4 refund of health care expenses - Pinnacle 222.77
5 cash on hand 90.00
-- ----.---.---
TOTAL (Also enter on Line 5, Recapitulation)
3,568.67
FUlton Bank
P.O. BOX 4887 . LANCASTER, PA 17604
People dedicated to your success. ~
(717)291-2589
WWW.FULTONBANK.COM
1 -800-FULTONA
March 26, 2001
Scott M. Dinner
3117 Chestnut St.
Camp Hill, PA 17011
(C(O)lPY
Dear Mr. Dinner:
RE: James A. Mariano, deceased
February 4, 2001
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
Checking #2218-37829, open 1/27/84, balance $2,787.66,
in his name only.
If you have any further questions, please do not hesitate to contact me.
Very truly yours,
ChuJ/;UJ;;k
Christine Putt Smith
Credit Confirmation Processor
"'\1\~\' r
\ r: \ D €.\'4l1ess cell .
. . 0 ~l y' \I_I 0\ 'oIlS\ ~\,~\ lise'
\j \.~' ....' ,c, CI. \i\~ '.. oo\M~e ' '\ ',\:' r:;\'....
;"\\'""-".'01.\'0 0'
,. i\\~\i\-' _ _ ;<:: i(}\ 'i \ at a\\~. ,\\ ~D..
"".- ,....',.. ....r.(i~lv e~'\I.\\O"
. ".,_ql,\',! < A \-.,1 '\.\\\;)" ("\Yo{\~~
... '. ..,~\ \ ., ....'yO'j u, Ilb\ec\: \:00
t, "',"" ".S 'j J - . 6 \s s .
. . .>\:;.,,'j.' n\e"se
.0.... \e\1I e'l-v
. 0\)\\\\011 \"e
.
SCHEDlJLE H
FUNERALEXPeEES&
AJ:WfSTRATlVECOSrs
COMMOtM/e,..I.:n-t OF PEtNiYLVPHA
It+ERlTANCE TAXRETLRN
...._ OECEDEN<
ESTATE OF .
Manano, James Anthony
I FILE NUMBER
21 - 01 - 00203
Debts of decedent must be reporled on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS: 840.00
1. Personal Representat;w's Canmissions
Patricia Ann Logan
Social Security Number(s) I EIN Number 01 Personal RepresenlaliVe(s):
Street Address 16 Surrey Drive
City Newtown Square Stale PA Zip 19073
-
Year(s) CommiSsion paid
2. Attorney's Fees Scott M. Dinner. Esquire 855.00
3. Family Exemption: (ff decedenfs address is not the same as c1aimanfs, atlach explanalion)
Claimant
St_Address
City Stale Zip
Relationship 01 Claimant to Decedent
4. Probate Fees Cumberland County - Register of Wills 62.00
5. Accamlant's Fees
6. Tax Return Preparer's Fees Scotl M. Dinner, Esq. 360.00
7. Other Administrative Costs
1 Cumberland Law Journal- advertisement ofletlers 75.00
2 The Patriot News - advertisement ofletlers 88.38
3 Register of Wills - filing fee REV-1500 (insolvent) 10.00
~--
TOTAL (Also enter on line 9, Recapitulation)
~I-
,
2,290.38
.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMOfoMEALTHOF PEtHiYLVAI'IA
IN'ERlT...,.,;E TAX RET\RN
R'SU'''''""","",
I FILE NUMBER
21 - 01 - 00203
ESTATE OF .
Mariano, James Anthony
Include unreimbursed medical expenses.
ITEM
NUMBER
1
10
11
12
DESCRIPTION
AMOUNT
3,252.12
Bank of America, N. A. - Mastercard acct. # 5406 2911 05125748 (see attached Slmt. of claim)
2
GM Card Services - Mastercard accl. # 5437 0002 8273 7263 (see attached slmt. of claim)
2,881.43
3
First USA, Bank, N. A. - Visa accl. # 4417-1224-5310-1603 (see attached slml. of claim)
3,934.30
4
MBNA America acct. # 4264 2928 6634 6725 (see attached statement of claim)
5,356.91
5
MBNA America accl. # 5490 9990 18460823 (see attached statement of claim)
2,925.84
6
PPL - electric service
116.70
7
Comcast Cable - cable tv service
139.87
8
VerizonIMCI W orldCom - telephoneflong distance service
40.68
9
National Geo. Society - magazine subscription
18.97
six outstanding checks (Fulton Bank acct. # 2218-37829) which cleared subsequent to
Mr. Mariano's date of death
584.96
West Shore EMS - ambulance services (1/29/01)
278.46
Charles F. Sullivan, CPA - income tax preparation for 2001
55.00
..~.._-~-'---
TOTAL (Also enter on Line 10, Recapitulation) 19,585.24
--.- .-~.'-
WWR#02l67904
FORM 93-0.C. DIVISION
IN THE COURT OF COMMON PLEAS
of
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
INRE: ESTATE
OF
No.2001-00203 of
James A. Mariano
Deceased
Goods and services purchased on Mastercard
Bank of America N.A. Account No. 5406291105125748
CLAIM
To the Clerk of Orphans' Court Division:
Index and make proper entry in your official records of the claim of Bank of America N.A.
c/o Weltman. Weinberg & Reis Co.. L.P.A. 323 West Lakeside A venue. Suite #200. Cleveland. Ohio 44 I 13-1099
(Claimant)
in the amount of$3.252.12 olus interest
against the estate of the above named decedent.
This claim is filed under Section 3532 (b) (2) of the Probate, Estates and Fiduciaries Code.
The said decedent, who resided atlllO Yverdon Dr. A-6
CamoHiIl.PA 17011
, died on February 4.
(Address)
20Ql.
Written notice of this claim was given to Patricia A. LOQ:an. Fiduciary c/o Scott M. Dinner. Esquire
3117 Chestnut Street Camo Hill. P A 170 II
(Personal representative, if any, or counsel)
lit I'd 17
on
,2001. ~ r
Ii ;( U-
, (Claimant)
DeJuan L. Wilson, Agent for the Claimant
c/o Weltman, Weinberg, & Reis Co., L.P.A.
323 W. Lakeside Ave., Suite200
Cleveland. Ohio 44113
(Claimant's Address)
. FORM 93 - O. C. DIVISION
IN THE COURT OF COMMON PLEAS
OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
OF
}
}
}
}
}
}
No. 21-2001-203 of 2001
IN RE: ESTATE
JAMES A MARIANO
(Deceased)
CLAIM
To the Clerk of Orphans court Division:
Index and make proper entry in your official records of the claim of ADV ANT AGE
RECEIV ABLE SOLUTIONS for HOUSEHOLD CREDIT SERVICES (Claimant),
1
i,
account # 5437000282737263 / 173300452/5437000500300597, in the amount of
$2,881.43 against the estate of the above named decedent.
This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as amended.
The said decedent, who resided at 1110 YVERDON DR APT A6, CAMP HILL, PA
17011- 1290. died on Fehruary 4. 2001.
Written notice of this claim was given to , ,. (Personal representative, if any, or counsel).
fat"ncla LDfj/J...n) 110 Su-('Nj Of) Neu.>+Ok1n ,~luYrt:1 Wi /10'73 .
July 3
, 2001
6.n4 :t LJd1ke/l
(Claimant)
ADV ANT AGE RECEIVABLE SOLUTIONS
1941 SOUTH 42ND STREET SUITE 380-25
PO BOX 6618
OMAHA, NE 68106-0618
800-999-3778
(Claimant's Address)
WWR#02312024
FORM 93-0.C. DIVISION
IN THE COURT OF COMMON PLEAS
of
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS ' COURT DIVISION
INRE: ESTATE
OF
No.2001-00203 of
James A. Mariano
Deceased
Goods and services purchased on Visa
First USA. Bank. N.A. Account No. 4417122453101603
CLAIM
To the Clerk of Orphans' Court Division:
Index and make proper entry in your official records of the claim of First USA. Bank. N.A.
c/o Weltman. Weinberg & Reis Co.. L.P.A.. 323 West Lakeside Avenue. Suite #200. Cleveland. Ohio 44113-1099
(Claimant)
in the amount of$3.934.30
against the estate of the above named decedent.
This claim is filed under Section 3532 (b) (2) of the Probate, Estates and Fiduciaries Code.
The said decedent, who resided at II 10 Yverdon Dr A-6
Camo Hill. PA 1701 I
, died on February 4
(Address)
2001.
Written notice of this claim was given to Patricia Loe:an clo Scott M. Dirmer. Esquire
3 I 17 Chestnut Sl. Camo Hill. PA 17011 on
(Personal rel'resentative, if any, or counsel)
(}C.~bhl I( ,2001. ~
If -C.-{( ./ 1,,-
, (Claimant)
DeJuan L. Wilson, Agent for the Claimant
c/o Weltman, Weinberg, & Reis Co., L.P.A.
323 W. Lakeside Ave., Suite200
Cleveland. Ohio 44 113
(Claimant's Address)
STATE OF PENNSYLVANIA
INRE:ESTATEOF
JAMES A. MARIANO
IN THE REGISTER OF WILLS COURT:
CUMBERLAND COUNTY
ESTATE NO. 2101203
STATEMENT OF CLAIM
1. MBNA America hereby presents for filing against the above estate this statement of claim in
the amount of $ 5.356.91.
2. The basis for the claim is MBNA account number 4264292866346725 which was opened on
7-1-98.
3. The tax identification number of the claimant is 510331454.
4. The name and address ofthe claimant is MBNA America. 1000 Samoset Drive.
Wilmimrton. DE 19884.
5. This claim IS NOT contingent.
6. This claim IS NOT secured.
7. The last payment made on the account was $ 100.00 on 2-5-01.
State Of Delaware, County of Kent
IN WITNESS WHEREOF, I have set my hand and notarial seal this
3\ dayof O~ J ,2001
DAWN M PEUGH
NOTARY PUBLIC
STATE OF DELAWARE
MY COMMISSION EXPIRES ON 1:>11:>102
~"" fr\ ~o.,r-
Notary Public
My Commission Expires: \ 8.\ \d.- \ \:)~
\
STATE OF PENNSYLVANIA
IN RE: EST ATE OF
JAMES A. MARIANO
IN THE REGISTER OF WILLS COURT:
CUMBERLAND COUNTY
ESTATE NO. 2101203
STATEMENT OF CLAIM
1. MBNA America hereby presents for filing against the above estate this statement of claim in
the amount of $ 2.925.84.
2. The basis for the claim is MBNA account number 5490999018460823 which was opened on
10-1-88.
3. The tax identification number of the claimant is 510331454.
4. The name and address of the claimant is MBNA America. 1000 Samoset Drive.
Wilminl!:ton. DE 19884.
5. This claim IS NOT contingent.
6. This claim IS NOT secured.
7. The last payment made on the account was $ 125.00 on 1-29-01.
Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true,
to the best of my knowledge and belie!t- ~
Executed this 3/ day of -1J ~ , 2001
~~ MBNAAmori~ Cl.....'
State Of Delaware, County of Kent
IN WITNESS WHEREOF, I have set my hand and notarial seal this
0\ day of O~ ,2001
DAWN M PEUGH
~OTARY PUBLIC
'TATE OF DELAWARE
'I' COMMISSION EXPIRES ON 1:1112/02
~~ m ~~~
Notary Public
My Commission Expires: \<3\ \ ~ i::)-"d-
\ \
.
SCHEDULE J
BENEFICIARIES
COMMONWEALlH OF PENNSYlVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
ESTATE OF .
Manana, James Anthony
I FILE NUMBER
21 - 01 - 00203
RElATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY ~ECEDENT OF ESTATE
I. TAXABLE DISTRIBUTIONS (Include outright spousaJ dlstribulials)
I Christine M. Trout Other one-third
112 Eighth Street
New Cumberland, P A 17070
2 Paul J. Mariano Son one-third
414 E. Main Street
Shiremanstown, PA 17011
3 James A. Mariano, Jr. Son one-third
3132 Rockwater Way
Virginia Beach, V A 23456
I
Enter dollar amounts for distributions shown above on lines 15lhrough 17. as appropriate, on Rev 1500 COYI!l' s~
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15OO COVER SHEET
late of EAST PENNSBORO TOWNSHIP
4th day of February 2001 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the county of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to PATRICIA A LOGAN and (NEE) MARIANO
WHEREAS, on the 22nd
dated Auqust 3rd 1995
was admitted to probate as
(C(Q){PJY
Register of Wills of CUMBERLAND County, Pennsyl'
Certificate of Grant of Letters
No. 2001-00203 PA No. 21-01-0203
ESTATE OF MARIANO JAMES ANTHONY
(LA::;'!', r1X::;'!', JYl1lJIJLr;)
Late of
EAST PENNSBORO TOWNSHIP
CUMlj1:;t<LANU <":UUN'l':t,
,
Deceased
Social Security No. 173-30-0452
day of February
20Ql an instn,
the last will of MARIANO JAMES ANTHONY
(LA::;'!', r 1 X::; '1' , J.VI1IJlJLr;)
,
CUMBERLAND County, who died on the
who have duly qualified as Executor(rix)
and have agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 22nd day of February 2001.
~'k1'f{~/
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
-
~
W'1T
:.;;o~'".:~".....,...,. ""_
LAST WILL AND TESTAMENT
OF
JAMES ANTHONY MARIANO
21-2001-203
tOlP'l'
I, JAMES ANTHONY MARIANO, presently of 53 I Bridge Street, New
Cumberland, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament
hereby revoking all Wills and Codicils previously made by me.
I declare that I am married to Theresa M. Mariano, and that all references in this Will
to my Wife are references to her.
I declare I have two children born to me, both of whom are now living: Paul J
ariano bornJune 2, 1969, and James A. Mariano, Jr. born May 22, 1965.
All references in this Will to my children include only the above named children.
ARTICLE I
I direct the payment of my debts, including the expenses of my last illness and funeral,
from my estate as soon after my death as conveniently may be done.
ARTICLE n
I give all my household furnishings and tangible personal property to my Wife
provided she survives me by thirty (30) days. If my Wife fails to survive me, I bequeath such
property in accordance with the terms of a written memorandum that I may prepare. If no such
memorandum is located or received by my Personal Representative within sixty (60) days after
taking office as such, after and upon the conducting of a reasonable search for such memorandum,
the Personal Representative shall be held harmless for distributing such property as hereinafter
provided.
,.....,..;,.,
Any such property not disposed ofhy such memorandum, or all of such property if no
such memorandum is so located or received, shall pass to my children, provided they survive me,
otherwise such property shall pass with the residue of my estate.
ARTICLE ill
I do give and bequeath the rest, residue and remainder of my estate, both real,
personal and mixed, of whatsoever kind and whereinsoever situate to my Wife. In the event that
my Wife has predeceased me, I do give, devise and bequeath all of the residue of my estate in equal
shares, share and share alike, to my children and my Wife's child (Christine M. Trout), provided
they survive me, per stirpes.
ARTICLE IV
I nominate and appoint my Wife to serve as my Personal Representative of this Will.
In the event of the death, resignation, renunciation or inability to act of my Wife, then I appoint my
rother-in-law, Clement R. Smith, and my sister, Patricia A. Logan (nee Mariano), or the survivor
of them, as co- Personal Representatives of this Will in her place and stead.
ARTICLE V
No fiduciary under this will shall be required to give bond or other security for the
faithful performance of the fiduciary's duties.
Any such fiduciary shall have the following powers, in addition to those given by law:
I. To retain any property, pending distribution hereunder, to invest in or
purchase any property without restriction to legal investments for fiduciaries, to
distribute property in kind, to compromise claims, and to sell any property at public or
private sale;
-2-
2. To hold shares of stock or other securities in nominee registration fonn,
including that of a clearing corporation or depository, or in book entry fonn or
unregistered or in such other fonn as will pass by delivery;
3. To engage in litigation and compromise, arbitrate or abandon claims;
4. To make distributions in cash, or in kind at current values, or partly in each,
allocating specific assets to particular distributee on a non-prorata basis, and for such
purposes to make reasonable determinations of current values;
5. To make elections, decisions, concessions and settlements in connection with
all income, estate, inheritance, gift or other tax returns and the payment of such taxes,
without obligation to adjust the distributive share of income or principal of a any person
affected thereby;
6. To borrow money from any person including any fiduciary hereunder, and to
mortgage or pledge any real or personal property;
7. To manage, control, repair and improve all estate property;
8. To procure and carry at the expense of the Estate, insurance of the kinds,
forms and amounts deemed advisable by my Personal Representative to protect the
Estate against any hazard;
9. To employ any attorney, investment adviser, accountant, broker, tax
specialist or any other agent deemed necessary in the discretion of my Personal
Representative; and to pay from the Estate reasonable compensation for all services
performed by any of them.
ARTICLE VI
All federal, state and other death taxes payable because of my death, with respect to the
property forming my gross estate for tax purposes, whether or not passing under this Will,
including any interest or penalty imposed in connection with such tax, shall be considered a part of
the expense of the administration of my estate and shall be paid from my residuary estate without
apportionment or right of reimbursement.
-3-
ARTICLE VII
No interest of any beneficiary under this Will or any codicil hereto shall be subject to
anticipation or voluntary or involuntary alienation.
ARTICLE VIII
If any provision ofthis Will or of any codicil hereto is held to be inoperative, invalid or illegal,
it is my intention that all of the remaining hereof shall continue to be fully operative and effective so
far as it is possible and reasonable.
IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last
ill and Testament, consisting of six (6) typewritten pages, including this attestation clause,
\
to be executed, declared and published this ).,,- day of August, ] 995, at Mechanicsburg,
l\'\ I
~
.
('
4.-v
A.y-:-,
Residing at 7 21 G~v /I
~el.--/ CvlY1~k-j /;1 /;7<.
Residing at ;) I ,j \ ':\) ,c, \<'" lLe
"
r" 1"'1
. '>or, ~ f""",', ...'
\(1:-.l~: I} -1__5).( ,""v.\.... \}
(" , j)' " ,0 (I
(~\,~-\.~ ) I j I I~
(: I
r,\ I T,
Residing at \ \ \ ;;'O\'C\ !J'l\ie
,
fL,. .,'
'\,_'-.._, \ ,;.l\\ ~_:- .\.)...Lt \':1
i
'\2\, I it .-,
t' I ,~ ~
-4-
\
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA:
S5
COUNTY OF CUMBERLAND
I, JAMES ANTHONY MARIANO, Testator, whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as
my free and voluntary act for the purposes therein expressed.
J9&sA'~~$i; VtLuD
Sworn or affirmed to and acknowledged before me, by JAMES ANTHONY
MARIANO, Testator, this.-~~ay of (;;~1t(4-t ,1995.
'J
~'I,j!
Notary Public
~"
- ,.-(,' "
:..,-, -''-;''---
My Commission Expires:
Notarial Seal
Debra K. Donadee, Notary Public
Lemoyne Boto, Cumberland County
My Commission Expires June 22, 1998
Member, Pennsylvania AsscciaOOr'l of Notaries
-5-
AFFIDA VIT
COMMONWEALTH OF PENNSYLVANIA:
SS.
COUNTY OF CUMBERLAND
We 'i i'\ f\-t\C ~
,
~ ",', C. G7/)~ e.'
n -
and ~'cct+ \'')U"", r
,
he witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw JAMES ANTHONY
MARIANO sign and execute the instrument as his Last Will and Testament, that he signed
"Ilingly and that he executed it as his free and voluntary act for the purposes therein expressed,
hat each of us in hearing and sight of the Testator signed the Will as witnesses and that to the best
of our knowledge, the Testator was at the time eighteen or more years of age, of sound mind and
nder no constraint or undue influence.
~~
C~vn r1.
J2il)C)(L\
~
f:1(1~
r\
1\ 'v. ,\
~""'.-.".
/.
Sworn or affirmed to and acknowledged before me, by r?(( ;; ilrj,d(
r':' /
-'! /' >YC{ [L":'___/
(I.. J. li .
,and ,,::{"&)L l ,".JflllL<
this};('dayof
/I/Ij .......t.
,,; T ,~
,1995.
~ p ~.~ < l (Jql/~
Notary Public
My Commission Expires:
,
I Notarial Seal
Dobra K. Donadee, Notary Pl.IbliO
L..~1'10)'n'. Sora, Curnb.rlena "eounty
L My ',.ommIUIM S>PltM June.iil, 1>>00
~Iembpr. ~lriQyrvAil'lj ~ 01 NctNJeo
-6-
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMOIW\IEAlTtt OF PeMSYlVAI'JA
IJlI"ERITAN::ETAXRf1U'lN
RESlDENTDECEDI2NT
I FILE NUMBER
21 - 01 - 00203
ESTATE OF .
Mariano, James Anthony
Inclulle the proceeds of I~igation and the date the j)roceeds were received by the estate. All property jolntly-owned with the right of
survIVorshIp must be dIsclosed on schedule F.
---,.._'-----, ------.-
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
2,787.66
F ullon Bank checking account # 2218-37829 (see attached statement)
2
Comcasl Cable security deposit refund
150.00
3
Social Security disability payment
318.24
4
refund of health care expenses - Pinnacle
222.77
5
cash on hand
90.00
-,-'-" ---~~--~-~.~- -~_.~ -,-
TOTAL (Also enter on Line 5, Recapitulation)
3,568.67
*'
SCt-EDULEH
~EXPENSES&
ADMNSTRA11IIEvusIS
COMtIOf'MEoI.LTHOF PEN6YL\t'ANIA
IM-ERlTANCE TAX RE'll.flN
RESIDeNT DECfllENl'
I FILE NUMBER
2] - 0] - 00203
ESTATE OF
Mariano, James Anthony
Debts of decedent must be reported on Schedule I.
ITEM ,
NUMBER I
A. 1 FUNERAL EXPENSES:
Bo
DESCRIPTION
AMOUNT
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Patricia Ann Logan
Social Security Number(s) I EIN Number rI Personal RepresentatiVe(s)'
] 84-40-] 126
Street Address ] 6 Surrey Drive
City Newtown Square State P A
Year(s) Commission paid
Attorney's Fees Scott M. Dinner, Esquire
855.00
840.00
Zip ] 9073
2.
3. F,."ily Exemption: (If _s address is not the.,.". as claimanfs, attach explanation)
Claimant
Street Address
City
Relationship a Claimant to Decedent
State
Zip
4.
Probate Fees
Cumberland County - Register of Wills
62.00
5. Accountanfs Fees
6.
Tax Retum Preparer's Fees
Scott M. Dinner, Esq.
360.00
7.
]
2
3
Other Administrative Costs
Cumberland Law Journal- advertisement of letters
75.00
88.38
10.00
The Patriot News - advertisement ofletters
Register of Wills - filing fee REV -] 500 (insolvent)
--~. .- -,,-'---~"
TOTAL (Also enter on line 9, Recapitulation) 2,290.38
'*
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMt.lOtM'EAI.THOF Pl9f'B(LVANA
IN-ERITNCE TAX REn.RN
RESIDENT OECEOEHT
ESTATE OF .
MarIano, James Anthony
I FILE NUMBER
21 - 01 - 00203
Include unreimbursed medical expenses.
ITEM
NUMBER
I
DESCRIPTION
Bank of America, N. A. - Mastercard acct. # 5406 2911 05125748 (see attached strot. of claim)
2
GM Card Services - Mastercard acct. # 5437 0002 8273 7263 (see attached strot. of claim)
AMOUNT
3,252.12
2,881.43
3,934.30
5,356.91
2,925.84
116.70
139.87
40.68
18.97
584.96
278.46
55.00
19,585.24
3
First USA, Bank, N. A. - Visa acct. # 4417-1224-5310-1603 (see attached strot. of claim)
4
MBNA America acct. # 4264 2928 6634 6725 (see attached statement of claim)
5
MBNA America acct. # 5490 9990 18460823 (see attached statement of claim)
6
PPL - electric service
7
Com cast Cable - cable tv service
8
VerizonfMCl WorldCom - telephone/long distance service
9
National Geo. Society - magazine subscription
10
six outstanding checks (Fulton Bank acct. # 2218-37829) which cleared subsequent to
Mr. Mariano's date of death
11
West Shore EMS - ambulance services (1/29/01)
12
Charles F. Sullivan, CPA - income tax preparation for 2001
TOTAL (Also enter on Line 10, Recapitulation)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DeCEDENT
ESTATE OF
Mariano, James Anthony
I FILE NUMBER
21 - 01 - 00203
_ NUMB~TR NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
I Christine M. Trout
112 Eighth Street
NewCumberland,PA 17070
RElATIONSHIP TO
~_ECEDENT
AMOUNT OR SHARE
OF ESTATE
Other
one-third
2
Paul J. Mariano
414 E. Main Street
Shiremanstown, P A 17011
Son
one-third
3
James A. Mariano, Jr.
3132 Rockwater Way
Virginia Beach, V A 23456
Son
one-third
Enter dollar amounts for distributions shown abova on lines 15 through 17, as appropriate, on Rev 1500 cover sheel
II. NON- TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAl DISTRIBUTIONS
TOTAL OF PART n - ENTER TOTAl NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15OO COVER SHEET
~:~1;;
~+:,,<r>
v'O
~lO
,._ r-
(/)
w
,~..-t'
l.~
'S:.
Cl
cO
~,,::\
:.-- ::r
~("l"I
:--=:::;. ,,::\
~,,::\
~("l"I
--
~~
~Cl
~Cl
~Cl
~,,::\
~~
~,,::\
~l~
\
\
,
\
~,
;;2
./b
a
~
U1
a
~ 't!
e ~
to
t ~
~ 'fA
i ~
~ ~
1 W
~ ~
co
co
....
ltl
....
)(
g
o
0:.
l
I-
~
o
(,)
~
5
o
U
~~
~$
\it.
vi
CIl~C"I
1C1l~
OJ '::
'6 \1.
~I-~
~~!4
'0;.1
w(,)~
ii'..-U
~
~
~
-::
-::
..;::.
.;
-::
~
..:;.
.;
~
~
~
-:::::
~
-:::::
~
~
...:;.
-
-::
..:;.
-
-;.
-
~
'j
C
Y'
;,)
'"
.~
'iJ
~
(...,
(.')
;:-
-
-
;:-
-
-
;:-
-
-
-
-::-
-
-
-::-
:;:.
-
-
\\
-:-
:-
~
~
~
.r.\'
\1'
fl.'
rio'
:~..(..
(':'
.....
(.')
\'"
.....
39~
~~(J)
_ )( 0
zO)S:
(D (l>::r
~~~
\ a
$ ~
o ~
0) -
, (fl
<6> ~.
.... ~
0) (J)
~
~
%r
/' ~
~~~t
~ -- '? Q
(J\ ,,~
~/~~
~~())~
~cP
~~
-'
~
o
-
OJ
s
-'
If;
,
y
\
~
>
\
\
\
. c 1.
~.-'~
,
't-:.
Cf'r-
:::>m
UJ1cn
1-0
'~ c::i
.~ r-
'W
.':....\...,
.;.~
{"-
IT'
~,4
_ === ;;r
;:.= - rn
~,4
=--~ ,4
::::::::-:::::. rn
~,4
,.........- -- C"J
~ ~~
~C)
~~
=---...::::. ru
==- ~
~~
~~
<Xl
<.0
~
~
)(
o
CO
o
0:
o
\0
<Xl
0)
~
fa
t;
\II
~
~
W
o
i
~
i
~
ti
tC
CI)
...
<<l
~
Q)
o
C
S
01
c::
1
3
\
:r:
l-
8
~
\
U
3~
ffiS
ala:
~i
18!;!
ClIO
....
I&.~~
000.
a::r: .
Ull-~
i~!e
C!)o~
UlU4
a:....u
~Oc--J()-lr;
-
:::::
...::
-::
-:::
-
-::
-
-::
-
-::
-
:::::
-
-
-::
-
-
-::
-
-::
-
-
-
-
-::.
-
-
-
-
-
("ol
o
.$
I.'"
,.~
(':1
~.'
.iI'''.
(':1
....
C)
,-..
....
Register of Wills of CUMBERLAND County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
James Anthony Mariano
No.
21-2001-203
also known as
A. ( .; M . ')
Patricia ~ Logan t\ee ,.,&l.V"I~V\O
Pelilloner(s), who IS/are 18 years 01 age or older, apply(les) lor:
(COMPlETE 'A' OR 'B' BELOW:)
1Ql A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) Is/are the execut _named in the last Will of
the Decedent, dated August 3, 1995 and rodicil(s) dated
Theresa M. Mariano, decedent's then spouse, named as personal rep.;
the parties subsequently divorced; alternate co-personal reps. named -
Clement R. Smi t~"lermci"i~t~!forri'fit!1Wl:~-rolexecutot.e1c. and Patricia ~ Logan, Peti tione
Except as follows, Decedent did not many, was not divorced, and did not have a child bom or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated lnrompetent:
. Deceased
Social Security No. 173 -30 -04 52
o
B. Grant of letlers of Administration
(db.n:c:r.a.; pendente lite; durante aenll.; durante rrinor1tale
Peritioner(s) alter a proper search haslhave ascertained that Decadent lelt no Will and was survived by the following spouse (if any) and
heirs:
I
Name
Relationship
Residence
I
(COMPlETE IN ALL CASES:) Attaell additional sheelS if neces!I8IY,
Cumberland
Decedent was domiciled at death ill
County, Pennsylvania. with hislher last family
('~mp Hill f!.AJAbB~;.gw~
Harrisburg, Pennsylvania
(location)
Decedent, then
60
1110 Yvor'non Orivp, Apt-#F.
(list street, number and ml.l1icipalily)
years of age, died February 4, ?,Q~ 81
\ or principal residence at _
Decedent at death owned property with eslimated values as follows:
(If domlc:iled In PAl All personal properly
<If not domiciled in PA) Personal propl!rly in Pennsylvania
(If not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania
y 000 .-
I
$
$
$
$
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codlcil(s) presented with this Petition and the grant of
letters in the appropriate form to the undersigned:
Si n tur
..~
Newtown Square, PA 19073
Form .RW-1 Page 1 01 2
Prepared by the Pennsylvania Bar Association 1991
/6 -c:J/c2 --~
~.
~
~
~
~
~ ,~- -~~_~~-_A~-____-V__~'____~__,_, '
~~-~--~~-~~~-~---------~------
-~I
~."
$!
~.
~."
g
~
~1
~
'.'
~
~j
'.' ~
~t
:,' I'
~
.'
~
~
~
~
,..
~
I
;.f+;;: ;.~.}. :.~.;.:;~.;; ':;~.;.:.~.;;:: ";~.;{ ;.::.;;: ;.~.;.: ~:::-.;..~;.~.}::::.~.;<:.::.}.::.;;:: ,,::.;.::,::.;~:::;~.;, >::.;; .,~~",:'{ X.;;'; x.~~x.;;:: x.x x.;~:: X.:. x.;~ X.;,:,'~4
~
~
~."
~
~
~."
IN THE COURT OF COMMON PLEAS
~,".I
~." (
OF CUMBERLAND COUNTY
t:f'
STATE OF PENNA.
~
~."
~
~."
~
'.'
~
...
~
...
ll-E:RESL\ M. ~lN-P , .
:/
'I N().J~~L ............. 19
i
"
~
...
~\
~j
'.'
Versus
Jtll.B A. WlRlOO
*
~
~
'.'
~
~
DECREE IN
DIVORCE
AND NOW. ''xifkJ.k.~'-'\........ 19. ~ ". it is ordered ond
decreed that ............,....lliERESA M. .t-AAlmJ. . . ' . . . .. ........, plaintiff.
and. .. .. .. .. ...... . '" .. ... .., ~.~.. ~~~..... .. .... .... ", defendanT,
are divorced from the bonds of matrimony.
~
~.
..,
~
~
\ .
.~
~
~
..
~
~
~
$
~
~
The court retains jurisdiction of the following daims which have
been raised of record in this action for which a fino! order has not yet
been entered:
.~
~
~
~
......................~................................................
,.................................7/..................'.
f ,
/
i, / .
nY~j!
Atle"'f2 ,,' "
~
~
" ( " r '1,.
. ,) ,
. 'I
",
."
'I"
:/1
I') . . ','.,
~ ,
'- \., ~
'- . .
,
I ",.
.
~
)~
) .
\ ,."
\~
J.
I~
!;;':
i'"
l~
l:
) '.'
Prothonotary
~_.....~_____,- I ~
elIOI.ROI REV 9/86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the Srare Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
,1" "'1111"'''/'',,,,,,,,,
'l'III~~\.'\\ OF PEj;--'",
l~~. )t.r,"'-.,.
l.i!f.... ~\
f ~ 0 "'~' . \Y\
~ Cli .-= - ,.--< j,!:~
~c,..)\_ -~. }:b.~
"*~"'. '." . ..,;*~
\~ --'~'~~~:,-,=-~ - /~~l
":.~ . /.s>,'
.,..,..if.? _~""\.~ ",
""" 'lMEN1 ~\ "II""
"''''''''NHH'JlI11J1,1
/"/ ""':jr-"> d::.-':
U...~~/ ,// ( /~~-t:-'r-
Local Registrar
Fee for this certificate, $2.00
P 7176269
FEB 0 8 20rn
Date
FT;',1 ,I ")
Jll~H:.h If ""
SHOULD f,!E'\D AS FOLLOWS:
7JJol--
d-v~~
21-2001-203
5 143 Rev 2187
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
NAME OF DECeDENT tFltSl. Middle, L.a5I)
.. James A.
AGE (L... B<rthdaYl UNDER' VtAII
_ Oars
SEX
SlAlE FilE NUMBER
SOCIAl SECURITY NUMBER
...
Dauphin
Harrisburg
Ie.
Harrisburg Hospital
white
Mariano,
UNDER' DIIt .
-- I .......
L 60 L 173 30 0452
BIRTHPlACE l.C.ry and PLACE OF OEATH (C~ orIty t)(\I-- iN "'SlfUCf.orllf on Ofhet tlCfe.
Stale 01 fcre.gn Counely) HOSPITAL:
1_1_.lZI ERIOolll>a"... 0 !lOA 0
7.Bryn Mawr, PA .
FACUTY NAME (H nollf\SI'lUtlOn. gwe $lfeet and numbefl
WO\S DECEDENT EVER IN
US ARMED fORCES?
v.. 0 No JZl
''Ib.
Cumberland
l>d
-
Min.
-......? 17d.O :...""=".='..
MOTHER'S NAME (Firsr. M.ddie. M4Iden Surname)
... Elizabeth Ge
INfORMANT'S MAIUNO AllllRESS (so.... CilyIbon. _. Z;p ~I
.3132 Rockwater Wa Vir inia Beach V
PlACE OF DISPOSITION- Nome oI~.ry. Cr........., LOCRION -c~. se.... Z1p~
or Olhof PIoco
3,c.Calvary Cemetery ~~nshohocken, PA 19428
NAME AND AllllRESS OF fAClUTY Par t hemo r e
L Dc.P.O. Box 4 1 New Cu
lICENSE NUMBER
MARITAl STATUS._
-_.-.
DMHcod~
... divorced
.7C2') ,...__"' East
SUAVIV1NG SPOUSE
(II wtIe.gMttnltQef1f1.MM1.
'3.
'3.
Pennsylvania
_.
1110 Yverdon Drive, Apt. 6
'6. Camp Hill, PA 17011
FRHER'S NAME tf.." M"""'. LaSl)
11. Patrick Jose h Mariano
IHFDAMAHT.s....... (T-"<inIl
James A. Mariano
METHOD OF llIS1'OS1~
O - cr..........D _kornse...O
IlanoIian 00It0r Iy)
,..
_UREOFF
DECEDENT'S
ACTUAl
RESIDENCE
(See...........,.
on 0Ihef SIde)
11.. Sta1e
~
..
~
DUE 10 lOR AS A CONSEOUENCE OF)'
Z3b. nc.
'MS CASE REFERRED TO MEDICAl EXAMINER/CORONER? ...,/
'lQ 0 NoiQ
H.
._.. PART.: "",",~_~IO_tlt.bul
::.::- -= not muting in the undIrty;ng CauM given in PART I.
,
I
,
lb.
c.
d.
WERE AU10PSY fINDINGS
-..&l.E PRIOR 10
COMPLETIOH OF CAUSE
OF DEATH?
DUE 10 lOR AS A CONSEQUENCE OF):
DUE 1O(OR AS ACONSEQUENCE OF)'
NoIurIl
_rdonI
rzf
o
o
DATE OF INJURV
(Monlt\, DaV. 'leaf)
TIME OF INJURY
INJuRV 1f1 WORK?
DESCRIBE HOW INJURY OCCURRED.
MANNER OF O€ATH
pendtng Iny....g.Uon
o
o
o PlACE OF INJURy _ AI home, 'arm, str.... laclOfy. office M.
building. etc. tSpecd....)
_.
Yeo 0 NoD
Homic:ido
v.. 0
....0
Suicido
Could noI be del.muned
o
... 2".
CERTIFIER (Check oriy onel
-CERTIFYING PHYSICIAN (PhySlCloOW'l cerl/tylncJ cause of dealh wh8f' anothef phvSlCoat' has Pfonouncec:l dealh ana comp&eled lIem 23)
T........otmyllnow........ .athoceUtMddultolhecaUH(.}..ndmanne,.. stated. .......................................
:19.
-PAONOUNCIHG AND CERlIF'flNQ PH'VStcIAN (Ph'/SlC0f1 born O)I:)flOUoclOCJ oealh and cerulylI'I9lO cause 01 death)
lib.... beet: of my imowtedQe. d..1h occurred........... dal_. and plk.. ..nd dWlo 1M C:..uM{s) and manna' .s S.ated..
'MEDlCAL EXAMINER/CORONER
On the au. of .xaminatlon and/or 'nv..UgAtion. in my opinion, death occurred at the lime. date, and place. and due to the uuse(s) anet
m.......... .tated.. . . ... . . . . ....... . ..... ". .. . . . . . . .. .. . . . .... ...... .. . .. . . ... . . . ........ . .. " . ..... . . . . . . . .......
31..
REGIS~'S.:a:ATU~NU ~... '.J2-- .
(.(.;k....., r', . .~_ ~,/,..:l,/,..I
LAST WILL AND TESTAMENT
OF
JAMES ANTHONY MARIANO
I, JAMES ANTHONY MARIANO, presently of 531 Bridge Street, New
Cumberland, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament
hereby revoking all Wills and Codicils previously made by me.
I declare that I am married to Theresa M. Mariano, and that all references in this Will
to my Wife are references to her.
I declare I have two children born to me, both of whom are now living: Paul 1.
Mariano born June 2, 1969, and James A. Mariano, Jr. born May 22, 1965.
All references in this Will to my children include only the above named children.
ARTICLE I
I direct the payment of my debts, including the expenses of my last illness and funeral,
from my estate as soon after my death as conveniently may be done.
ARTICLE IT
I give all my household furnishings and tangible personal property to my Wife
provided she survives me by thirty (30) days. If my Wife fails to survive me, I bequeath such
property in accordance with the terms of a written memorandum that I may prepare. If no such
memorandum is located or received by my Personal Representative within sixty (60) days after
taking office as such, after and upon the conducting of a reasonable search for such memorandum,
the Personal Representative shall be held harmless for distributing such property as hereinafter
provided.
Any such property not disposed of by such memorandum, or all of such property if no
such memorandum is so located or received, shall pass to my children, provided they survive me,
otherwise such property shall pass with the residue of my estate.
ARTICLE ill
I do give and bequeath the rest, residue and remainder of my estate, both real,
personal and mixed, of whatsoever kind and whereinsoever situate to my Wife. In the event that
my Wife has predeceased me, I do give, devise and bequeath all of the residue of my estate in equal
shares, share and share alike, to my children and my Wife's child (Christine M. Trout), provided
they survive me, per stirpes.
ARTICLE IV
I nominate and appoint my Wife to serve as my Personal Representative of this Will.
In the event of the death, resignation, renunciation or inability to act of my Wife, then I appoint my
brother-in-law, Clement R. Smith, and my sister, Patricia A. Logan (nee Mariano), or the survivor
of them, as co- Personal Representatives of this Will in her place and stead.
ARTICLE V
No fiduciary under this will shall be required to give bond or other security for the
aithful performance of the fiduciary's duties.
Any such fiduciary shall have the following powers, in addition to those given by law:
1. To retain any property, pending distribution hereunder, to invest in or
purchase any property without restriction to legal investments for fiduciaries, to
distribute property in kind, to compromise claims, and to sell any property at public or
private sale;
-2-
2. To hold shares of stock or other securities in nominee registration form,
including that of a clearing corporation or depository, or in book entry form or
unregistered or in such other form as will pass by delivery;
3. To engage in litigation and compromise, arbitrate or abandon claims;
4. To make distributions in cash, or in kind at current values, or partly in each,
allocating specific assets to particular distributee on a non-prorata basis, and for such
purposes to make reasonable determinations of current values;
5. To make elections, decisions, concessions and settlements in connection with
all income, estate, inheritance, gift or other tax returns and the payment of such taxes,
without obligation to adjust the distributive share of income or principal of a any person
affected thereby;
6. To borrow money from any person including any fiduciary hereunder, and to
mortgage or pledge any real or personal property;
7. To manage, control, repair and improve all estate property;
8. To procure and carry at the expense of the Estate, insurance of the kinds,
forms and amounts deemed advisable by my Personal Representative to protect the
Estate against any hazard;
9. To employ any attorney, investment adviser, accountant, broker, tax
specialist or any other agent deemed necessary in the discretion of my Personal
Representative; and to pay from the Estate reasonable compensation for all services
performed by any of them.
ARTICLE VI
All federal, state and other death taxes payable because of my death, with respect to the
property forming my gross estate for tax purposes, whether or not passing under this Will,
including any interest or penalty imposed in connection with such tax, shall be considered a part of
the expense of the administration of my estate and shall be paid from my residuary estate without
apportionment or right of reimbursement.
-3-
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA:
SS
COUNTY OF CUMBERLAND
I, JAMES ANTHONY MARIANO, Testator, whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it. as
my free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me, by JAMES ANTHONY
. /21.c( {i
MARIANO, Testator, thi~L- day of Llw:t;, 1995.
v ~f~'
. <01(. . . . '"<<<_
Notary Public
My Commission Expires:
Notarial Seal
Debra K. Donadee, Notary Public
Lemoyne Boro, Cumberland County
My Commission Expires June 22, 1998
Member, Pennsylvania Association of Notaries
-5-
AFFIDA VIT
COMMONWEALTH OF PENNSYLVANIA:
SSe
COUNTY OF CUMBERLAND
W ~ J.\ ~\L~
e,
~ I\{\ L (~D-\ e}
r'\ _
, and \cott \f)lli\f\,J
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw JAMES ANTHONY
MARIANO sign and execute the instrument as his Last Will and Testament, that he signed
willingly and that he executed it as his free and voluntary act for the purposes therein expressed,
that each of us in hearing and sight of the Testator signed the Will as witnesses and that to the best
of our knowledge, the Testator was at the time eighteen or more years of age, of sound mind and
under no constraint or undue influence.
~.
a' f'
;' . I' M -'~
'iv" . _' ./ _~rJA ~,_
! lGtie9~Jt ~_:VI.\^''')A)
-..-.
Sworn or affirmed to and acknowledged before me, by f); ((' j) 4--u)/( .
0~ t~:L-/' ,and }1:()ct L0(u>< this)H"dayof (CII:r,'lt.vt ., 1995.
~~~) ~ t/;:~{/ ~
Notary Public
My Commission Expires:
r
1 Notarial Seal
Debra K. Donac:tfle,_ry&lb!ic
Lemoyne 80ro, Cl.Imbtt:lIni.'l' n
M,' 9_0mmlli!OM_ E~88 ~lmlaw1 ~
tvlelllter, fletlli~IVArla AIlllOllllilllm CJI NotItioI
-6-
RENUNCIATION
21-2001-203
In Re Estate of
James Anthony Mariano
deceased.
To the Register of Wills of
Cumberland
County, Pennsylvania.
The undersigned
Clement R. Smith, co-Personal Representative
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
Testamentary
be issued to
I}.
Patricia.~Loqan (nee Mariano)
WITNESS
my
14th February, 2001
hand this day of ,19_.
511 Mud Run Road
York Springs, PA 17372
(Address)
(Signature)
(Address)
(Signature)
(Address)
./) 1-- c-2t23
SCOTT
M. DIN N E R,
ESQUIRE
TEL: (717) 761-5800
FAX: (717) 761-5008
$
3117 CHESTNUT STREET
CAMP HILL, PA 17011
February 21, 2001
Cumberland County - Register of Wills
Hanover and High Street
Carlisle, PAl 7013
Attn: Sue Koser
Re: Estate of James Anthony Mariano
Dear Ms. Koser:
For all documents previously filed in this matter, please substitute the name "Patricia A. Logan
(nee Mariano)" for the name "Patricia Ann Logan (nee Mariano)". As we discussed today, this is
in keeping with the provisions of Mr. Mariano's last will (dated August 3, 1995). Once again I
apologize for the confusion.
Thank you for your assistance with these matters.
Scott M. Dinner, Esquire
cc: Patricia A. Logan (nee Mariano), Personal Representative
via facsimile transmission
to
(717) 240- 7797
4:11 PM
02/21/2001 15:14
717 751 5008
717-751-5008
SCOTT M DINNER, ESQ.
PAGE 01
SCOTT
M. 0 INN E R.
ESQUIRE
TEL: (7 t 7) 78' -5800
FAX: (7 t 7) 7e t -11008
$
3117 CHESTNUT STREET
CAMP HILL, PA 1701 I
February 21, 2001
Cwnberland County - Register of Wills
Hanover and High Street
Carlisle, P A 17013
Attn: Sue Koser
Re; Estate of James Anthony Mariano
Dear Ms. Koser:
For all documents previously file.d in this matter, please substitute the name "Patricia A. Logan
(nee Mariano)" for the name "Patricia Ann Logan (nee Mariano)". As we discussed today, this is
in keeping with the provisions of Mr. Mariano's last will (dated August 3, 1995). Once again I
apologize for the confusion.
Thank you for your assistance with these matters.
Sincerely,
Scott M. Dirmer, Esquire
cc: Patricia A. Logan (nee Mariano), Personal Representative
via facsimile transmission
to
(7] 7) 24()" 7797
4:JJ PM
WELTMAN, WEINBERG & REIS
Co., L.P.A.
ATTORNEYS AT LAW
323 W. Lakeside Avenue, Suite 200
Cleveland, Ohio 44113-1099
216.685.1000
www.weItman.com
COLUMBUS
614.228.7272
CINCINNATI
513.723.2200
"-", .\ 'V
",\ '\.j
V
,~: ''<)
PITTSBURGH
412.434.7955
DETROIT
248.362.6100
April 11, 2001
:~/-()/~-,}O .3
Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Re: Estate of James A. Mariano
Case No. 2001-00203
Our Client: Bank of America N.A.
Account No. 5406291105125748
Balance Due: $3,252.12 together with interest at the rate of
10.00% per annum from Apri112, 2001
Our File No. 02167904
Dear Clerk of Courts:
This law fIrm represents B,ank .of Americ.a N.A. in connection with its claim which we wish to fIle on our client's behalf into
the estate of James A. Mariano, deceased. Enclosed is our check in the amount of $5.00 which we understand is the fIling fee
for this claim.
Our client's claim is based upon its account number 5406291105125748 in the amount of $3,252.12 plus interest which
continues to accrue. Included with this letter is the claim form which we wish to present to this court and which we are
forwarding to the attorney and/or fIduciary of this estate.
It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our offIce and to
the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings also be forwarded to the
undersigned. Thank you for your cooperation in this matter.
,{ ;( -' tZ:
De uan . Wilson '
Legal Assistant
(216) 685-1030
DEJ:jsa
Enclosures
cc: Patricia A. Logan, Fiduciary c/o Scott M. Dinner, Esquire
O "t,"
)' \ .".
WWR#02l67904
FORM 93-0.C. DIVISION
IN THE COURT OF COMMON PLEAS
of
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE
OF
No.2001-00203 of
James A. Mariano
Deceased
Goods and services purchased on Mastercard
Bank of America N.A. Account No. 5406291105125748
CLAIM
To the Clerk of Orphans' Court Division:
Index and make proper entry in your official records of the claim of Bank of America N.A.
c/o Weltman. Weinberg & Reis Co., L.P.A.. 323 West Lakeside Avenue, Suite #200. Cleveland. Ohio 44113-1099
(Claimant)
in the amount of $3.252.12 plus interest
against the estate of the above named decedent.
This claim is filed under Section 3532 (b) (2) of the Probate, Estates and Fiduciaries Code.
The said decedent, who resided at 1110 Yverdon Dr. A-6
~Hill, PA 17011
, died on February 4.
(Address)
20QI.
Written notice of this claim was given to Patricia A. Logan. Fiduciary c/o Scott M. Dinner, Esquire
3117 Chestnut Stree.t Camp Hill. P A 17011 on
. (Persit~ representative, if any, or counsel)
tIf/II/7 ,2001. ~ ... '.
~__j ;('.. j'L-
(Claimant)
DeJuan L. Wilson, Agent for the Claimant
c/o Weltman, Weinberg, & Reis Co., L.P.A.
323 W. Lakeside Ave., Suite200
Cleveland. Ohio 44113
(Claimant' s Address)
€
-
CERJIFICATl(1"LQE1S!lIICj<~ U~m~J~JnLLE :icf!Wl
Name of Decedent: _~__~_~_<3ffi~~ Antl1_~~I Mariano
Date of Death:
__n____n___ _! eb rua~] j--'_?_<L01_____
Will No.
2001-00203
---~._----_._-----
Admin. No.
To the Register:
I certify that notice of (henefidal interest} ~"-t!tteumhlJjtlistratjon required h) I~nle 5.fl(a) of the Orphans. Court Rules was
served on or mailed to the followill)! heneficiaries of till' abo\i'-captiolil'd cstate Oil _n nApriL~~ 2001.
Name
.~~IJ.lr"ss
Christine M. Trout
112 Eig-hth S!:_~L_!.'lew _ Cl.llnber!_~!l:9--,~ 17070
414 E. Main Street
Shiremanstown, PA 17011
Paul J. Mariano
James A. Mariano, Jr.
3132 Rockwater Way
___Virgi_nia_.!3each, VA 23456
Notice has now been given to all persons entitled thereto lIlIder RlIle 5.fl(a) e\.cept_____
Date:
May 4, 2001
~ig~~~
-
Name
------- .----seCY1T~f. tj) }JIf..:'Y.E$J-'.E.5flU.IP~
3117 Chestnut Street
CamlJ :J{if[, P5117011
..
Address
Tekphone ( 71 fl 761 -58 00
Capacity :___ __ Persollal Representative
XX___COUllsel for personal representative
FORM 93 . O. C. DIVISION
IN THE COURT OF COMMON PLEAS
OF
CUMBERLAND COUNTY, PENNSYLVANIA
p
ORPHANS. COURT DIVISION
OF
}
}
}
}
}
}
""----.,'b_
IN RE: ESTATE
'.
JAMES A MARIANO
(Deceased)
,~
CLAIM
To the Clerk of Orphans court Division:
Index and make proper entry in your official records of the claim of ADV ANT AGE
RECEIVABLE SOLUTIONS for HOUSEHOLD CREDIT SERVICES (Claimant),
account # 5437000282737263 / 173300452/ 5437000500300597, in the amount of
$2,881.43 against the estate of the above named decedent.
This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as amended.
The said decedent, who resided at 1110 YVERDON DR APT A6, CAMP HILL, P A
17011-1290, died on February 4,2001.
Written notice of this claim was given to , " (Personal representative, if any, or counsel).
PaJricia ~11) lip Su~ Dr.) f\)ec()foWf) ~~rs m 11013
July 3
, 2001
(Claimant)
ADVANTAGE RECEIVABLE SOLUTIONS
1941 SOUTH 42ND STREET SUITE 380-25
PO BOX 6618
OMAHA, NE 68106-0618
800-999-3778
(Claimant's Address)
WWR#02312024
FORM 93-0.C. DIVISION
IN THE COURT OF COMMON PLEAS
of
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
INRE: ESTATE
OF
No.200 1-00203 of
James A. Mariano
Deceased
Goods and services purchased on Visa
First USA. Bank. N.A. Account No. 4417122453101603
CLAIM
To the Clerk of Orphans' Court Division:
Index and make proper entry in your official records of the claim of First USA. Bank, N.A.
c/o Weltman, Weinberg & Reis Co., L.P.A., 323 West Lakeside Avenue, Suite #200, Cleveland, Ohio 44113-1099
(Claimant)
in the amount of$3,934.30
against the estate of the above named decedent.
This claim is filed under Section 3532 (b) (2) of the Probate, Estates and Fiduciaries Code.
The said decedent, who resided at 1110 Yverdon Dr A-6
Camp Hill. FA 17011
, died on February 4
(Address)
2001.
Written notice of this claim was given to Patricia Logan c/o Scott M. Dinner. Esquire
3117 Chestnut St, Camp Hill. P A 17011
(Perso~ representative, if any, or counsel)
UC/:;~( /1 ,2001.
on
t.
(Claimant)
DeJuan L. ilson, Agent for the Claimant
c/o Weltman, Weinberg, & Reis Co., L.P.A.
323 W. Lakeside Ave., Suite200
Cleveland, Ohio 44113
(Claimant's Address)
WELTMAN, WEINBERG & REIS
Co., L.P .A.
ATTORNEYS AT LAW
323 W. Lakeside Avenue, Suite 200
Cleveland, Ohio 44113-1099
216.685.1000
COLUMBUS
614.228.7272
CINCINNATI
513.723.2200
www.weltman.com
PITTSBURGH
412.434.7955
DETROIT
248.362.6100
October 10,2001
Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Re: Estate of James A. Mariano
Case No. 2001-00203
Our Client: First USA, Bank, N.A.
Account No. 4417122453101603
Balance Due: $3,934.30
Our File No. 02312024
Dear Clerk of Courts:
This law firm represents First USA, Bank, N.A. in connection with its claim which we wish to file on our client's behalf into
the estate of James A. Mariano, deceased. Enclosed is our check in the amount of $5.00 which we understand is the filing fee
for this claim.
Our client's claim is based upon its account number 4417122453101603 in the amount of $3,934.30. Included with this letter
is the claim form which we wish to present to this court and which we are forwarding to the attorney and/or fiduciary of this
estate.
It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our office and to
the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings also be forwarded to the
undersigned. Thank you for your cooper-ation in this matter.
" ..'
YjierY.ti'lll:>l youIS,
. / 'I
c/ .~
Delua' L. Wilson
Legal Assistant
(216) 685-1030
/-/:
DEJ:msb
Enclosures
cc: Patricia Logan, Fiduciary c/o Scott M. Dinner, Esquire
STATE OF PENNSYLVANIA
IN RE:ESTATE OF
JAMES A. MARIANO
IN THE REGISTER OF WILLS COURT:
CUMBERLAND COUNTY , Q
ESTATE NO. 2101203 /}, & . r l /).D~
f' J-I'{)
STATEMENT OF CLAIM
1. MBNA America hereby presents for filing against the above estate this statement of claim in
the amount of $ 5.356.91.
2. The basis for the claim is MBNA account number 4264292866346725 which was opened on
7-1-98.
3. The tax identification number of the claimant is 510331454.
4. The name and address of the claimant is MBNA America. 1000 Samoset Drive.
Wilmin2ton. DE 19884.
5. This claim IS NOT contingent.
6. This claim IS NOT secured.
7. The last payment made on the account was $ 100.00 on 2-5-01.
,2001
MBNA America
Claimant
State Of Delaware, County of Kent
IN WITNESS WHEREOF, I have set my hand and notarial seal this
2, \ day of O~--' ,2001
DAWN M PEUGH
NOTARY PUBLIC
STAn OF DELAWARE
\1Y COMMISSION EXPIRES ON 12112102
~ 0\ ~~t+-
Notary Public
My Commission Expires: \ 8-\ \d.- \ \)d.-
\
M::.ke: check
p.y.blt to:
MBNA AMERICA
P.O. BOX 15019
WILMINGTON, DE 19886-5019
CARDHOLDER SINCE 1998
ACCOUNT NUMBER
I 4264 2928 6634 6725
PAYMENT DUE DATE NEW BALANCE TOTAL
I 02/21/01 I I $5,356.91
rOT AL MIN~~~ ;; YMENT Dr fMOUNT ENCLOSED
MBNA Platinum Plus
20
JAMES A MARIANO
1110 YVERDON DR
A 6
CAMP HILL
PA 17011-125399
ACCOUNT NUMBER
4264 2928 6634 6725
S 00025635100025585300011206000011036000535691000077000004264292866346725
S 00018099900015188300000000000000000000535691000077000004264292866346725
DAYS IN
CASH OR CREDIT A V AILABLE CYCLE CLOSING DATE
$5,743.09
01-24-01
PAYMENT DUE DATE
POSTING TRANS REfERENCE
DATE DATE NUMBER
PAYMENTS AND CREDITS
0104 00457272014 VS
STATEMENT
CREDITS (CR)
PAYMENT - THANK YOU
TOTAL FOR BILLING CYCLE FROM 12/23/2000 THROUGH 1/24/2001
$.00
200.00 CR
$200.00 CR
IMPORTANT
NEWS
HOW SHOULD YOU USE THE ENCLOSED CHECKS? FOR SPECIAL PURCHASES, A WINTER
VACATION, HOME RENOVATIONS, BILL CONSOLIDATIONS. . . THE USES ARE ENDLESS!
AS A MBNA CUSTOMER, YOU COULD SAVE UP TO $400 PER YEAR ON AUTO INSURANCE.
CALL THE AIG COMPANIES AT 1-877-842-7852, EXT 2586, FOR A NO OBLIGATION QUOTE.
EXCLUSIVE FOR MBNA CUSTOMERS - 30 COMMISSION-FREE INTERNET EQUITY TRADES WITH A
NEW AMERITRADE ACCOUNT. VISIT WWW.AMERITRADE.COM/MBNA/. ENTER OFFER CODE RHG.
= New Balance
Total
$5,356.91
TOT AL MINIMUM PA YMENT DUE
ast Due Amount
urrent Payment
otal Min Payment Due
$0.00
$77.00
$77.00
A. BALANCE TRANSFER, CHECKS
B. ATM, BANK. . .
C. PURCHASES . . .
D. OTHER BALANCES. . . . . .
.021643% DLY
.046547% DLY
.046547% DLY
.000000% DLY
Correseponding
Annual
Percentage Rate
07.90%
16.99%
16.99%
00.00%
Balance
Subject to
Finance Charges
$2,444.85
$I, 128.98
$1,823.53
$0.00
FOR YOUR SATISFACTION. EVERY HOUR. EVERY DAY
. For our automated Direct Connect service, call
1-800-789-6685
. To sl?ealc. to one 01 our Customer Satislaction representatives. call
1-800-789-6701
. For TOO (Telecommunications Device for the Deal) assistance, call
1-800-346-3178
. Billing rights are preserved only by written inquiry. Mail billing inquiries
and all other account inquiries to:
MBNA AMERICA P.O. BOX 15026
WILMINGTON, DE 19850-5026
fOR THIS BILLING PERIOD
ANNUAL PERCENTAGE RATE... 12.87%
Includes Periodic Rate And Transaction Fee Finance Char es
THIS DOCUMENT IS A COPY Of YOUR STATEMENT. IT IS fOR YOUR RECORDS
ONLY AND IS NOT AN OffiCIAL BANK DOCUMENT. THIS COPY IS NOT AN
EXACT DUPLICATE AND MAY NOT INCLUDE MESSAGES WHICH APPEAR IN PAGE 1 OF 1
THE IMPORT ANT NEWS BLOCK ON YOUR ORIGINAL PERIODIC STATEMENT.
STATE OF PENNSYLVANIA
IN RE:ESTATE OF
JAMES A. MARIANO
IN THE REGISTER OF WILLS COURT:
CUMBERLAND COUNTY II. . ~)J
ESTATE NO. 2101203 ~
STATEMENT OF CLAIM
1. MBNA America hereby presents for filing against the above estate this statement of claim in
the amount of $ 2.925.84.
2. The basis for the claim is MBNA account number 5490999018460823 which was opened on
10-1-88.
3. The tax identification number of the claimant is 510331454.
4. The name and address of the claimant is MBNA America. 1000 Samoset Drive.
Wilmin2ton. DE 19884.
5. This claim IS NOT contingent.
6. This claim IS NOT secured.
7. The last payment made on the account was $ 125.00 on 1-29-01.
Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true,
to the best of my knowledge and b~i~
Executed this 31 day of ~ ' 2001
~~ MBNA America Claimant
State Of Delaware, County of Kent
IN WITNESS WHEREOF, I have set my hand and notarial seal this
'0\ day of O~ ,2001
DAWN M PEUGH
"lOTARY PUBLIC
'''ATE OF DELAWARE
\" !liMMISSlON EXPIRES ON 12112/02
~ m ?~~
Notary Public
My Commission Expires:
\ C)\ \'~ t:>-'d-
\ \
M;)ke: ch<:'ck
p.,.bl. to:
BANKCARD SERVICES
P.O. BOX 15019
WILMINGTON. DE 19886-5019
CARDHOLDER SINCE 1988
f~~~- 5490 9990 1846 0823
PA YMENT DUE DATE NEW BALANCETOT AL
I 02/13/01 I I $2.925.84
lOT AL MIN~~~ ;; YMENT Dr fMOUNT ENCLOSED
PNC
14
JAMES A MARIANO
1110 YVERDON DR
APT A-6
CAMP HILL
V
PA 17011-129000
ACCOUNT NUMBER
5490 9990 1846 0823
S 00000000000000000000009101800008956500292584000064000005490999018460823
S 00017658800014888400003503900002677900292584000064000005490999018460823
D~YSIN
CREDIT LINE CASH OR CREDIT AVAILABLE CYCLE CLOSING DATE
I $15.000 I $12.074.16 rn-I 01-17-01
.R .. TRANSACTIONS JANUARY 2001 STATEMENT
..
TOTAL MINIMUM
PAYMENT DUE
I $64.00
PAYMENT DUE DATE
I 02/13/01
CREDITS (CR)
PAYMENT - THANK YOU
TOTAL FOR BILLING CYCLE FROM 12/16/2000 THROUGH 1/17/2001
$.00
150.00 CR
$150.00 CR
IMPORTANT
NEWS
HOW SHOULD YOU USE THE ENCLOSED CHECKS? FOR SPECIAL PURCHASES. A WINTER
VACATION. HOME RENOVATIONS. BILL CONSOLIDATIONS. . . THE USES ARE ENDLESS!
VISIT THE PNC MALL WWW.PNCMALL.COM--A DISTINCTIVE SHOPPING EXPERIENCE. FROM
SPECIALTY FOODS TO, "VIRTUAL" ART GALLERIES. YOU WILL FIND A TRULY UNIQUE
PRODUCT. SHOPPING WITH YOUR PNC BANK CREDIT CARD IS SAFE. FUN.
CONVENIENT. AND THE DOORS ARE ALWAYS OPEN.
FOR UP-TO-THE-MINUTE ACCOUNT INFORMATION VISIT WWW.PNCNETACCESS.COM
= New Balance
Total
$2.925.84
TOTAL MINIMUM PAYMENT DUE
ast Due Amount
urrent Payment
otal Min Payment Due
$0.00
$64.00
$64.00
Periodic
Rate
Correseponding
Annual
Percentage Rate
04.99%
17.99%
17.99%
21. 24%
Balance
Subject to
Finance Charges
$0.00
$839.81
$1.779.87
$353.67
FOR YOUR SATISFACTION, EYERY HOUR. EVERY DAY
'For our automated Direct Connect seryice. call
1-800-807-6779
, To slleak to one of our Customer SatisfacUon representatiyes. call
1-800-807-6779
,For TOO (Telecommunications OeYice for the Deaf) assistance, call
1-800-346-3178
, Billing rights are preseryed only by written inquiry. Mail billing inquiries
and all other account inquiries to:
BANKCARD SERVICES P.O. BOX 15026
WILMINGTON. DE 19850-5026
A. BALANCE TRANSFER. CHECKS
B. ATM. BANK. . .
C. PURCHASES . . .
D. OTHER BALANCES. . . . . .
.013671% DL Y
.049287% DL Y
.049287% DL Y
.058191% DLY
FOR THIS BILLING PERIOD
ANNUAL PERCENTAGE RATE... 18.37%
Includes Periodic Rate And Transaction Fee Finance Char es
THIS DOCUMENT IS A COPY OF YOUR STATEMENT. IT IS FOR YOUR RECORDS
ONLY AND IS NOT AN OFFICIAL BANK DOCUMENT. THIS COPY IS NOT AN
EXACT DUPLICATE AND MAY NOT INCLUDE MESSAGES WHICH APPEAR IN PAGE 1 OF 1
THE IMPORT ANT NEWS BLOCK ON YOUR ORIGINAL PERIODIC STATEMENT.
\
/6- c;;'1/~ -~
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
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
SCOTT M DINNER ESQ
3117 CHESTNUT ST
CAMP HILL PA 17011
'02 APR 19
DATE..
ESTATE OF
DATE OF DEATH
FILE NUMBER
C;~!J~T~
ACN
04-15-2002
MARIANO
02-04-2001
21 01-0203
CUMBERLAND
101
'*
REY-1547 EX AFP 101-D2)
JAMES
A
f.-' .
\_-li ::"'t
GllrnL:.. ;
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 =iS4-j-E3f-AFP-roY=02Y-NoT"icE--oF-YNHEifiTAifcE-YAx-jfPPRAYsEifENT~--ALrOWAifcE-C'-R------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARIANO JAMES A FILE NO. 21 01-0203 ACN 101 DATE 04-15-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
3,568.67
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
2,290.38
19.585.24
(11)
(12)
(13)
(14)
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
3,568.67
21.875 6'2
18,306.95-
.00
18,306.95-
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
.00
.00
.00
.00
.
"".."....-. (+J 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 DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS_l
c.,v
STATUS REPORT UNDER RULE 6.12
Name of Decedent: James Anthony Mariano
Date of Death: 02-04-2001
Will No.
2001-00203
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 xx 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 xx
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 xx 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.
Date. 4/18/02 Sign~
_.~.,
Scott M. Dinner, Esq.
Name (Please type or print)
3117 Chestnut Street
Address Camp Hill, PA 17011
=~'C
:--.~
(......,.:
L "_
\'J
N
(717) 761-5800
Tel. No.
C'J
P
Capacity:
Personal Representative
(MAH:rmf/AM3)
xx Counsel for personal
representative