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HomeMy WebLinkAbout01-0643 PETITION FOR PROBATE and GRANT OF LETTERS ~\-~l-lo4- 3 Estate of ANTHONY PINTI also known as No. To: Register of Wills for the . Deceased. County of CUMBERLAND in the Social Security No. 201- 16 - 2 587 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executrix in the last will of the above decedent, dated M~ lU"H 1 1 and codicil(s) dated named , 19-8..9.- (state relevant circumstances, e.g. renunciation, death of executor, etc.) h is County, Pennsylvania, with l LL 1>A. · (list street, number and muncipality) Decendent, then 69 years of age, died O~'T'O~ 17 , 1~? at 730 MANOR ROAn~ F.AST PF.NN~RO 'T'OWNSHTP Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted -after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property~ith estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ less than $10,000 $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters 'T'F.S'T'~M'FN'T'~ RY (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. ~ '" L ..\,~ ~ <-<I-+<-ZJn ~k";". ti lY! :I' i;3';:" AS UNTA MARIE PINTI c.:~ ~~ 730 MANOR ROAD ~~ F.~S'T' PF.NNSRORO 'T'OWNSHTP ~Cl.. "''- :;0 OJ c: OIl ii5 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1- S8 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 truly administer th~ estate according to law. Sworn to or affirmed and subscribed () .4~_,j{'/x.it,-- "m~ :<<.r..' am;o before me t is 5TH day of As~ dYl-tQ. M a...r-/e -p " n t: i ~. (J?Q ~ ~ MAAY ~ ~o. 21 - 01 - 643 Estate of ANTHONY PINTI , Deceased DECREE OF PROBATE A~D GRA~T OF LETTERS AND NOW JUL Y 11, x~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated MARCH 31, 1989 described therein be admitted to probate and filed of record as the last will of ANTHONY PINTI and Letters TESTAMENTARY are hereby granted to ASSUNT A MAR I E P I NT! -.r ~t(!.fiJ~PLf1n.~&. MARY CLEWIS W (J 0 FEES Probate, Letters, Etc. ......... Short Certificates( 3) . . . . . . . . . . ~:?Wfg:Jion ................ JCP $ 40 . 00 $ 9.00 $ ~.ou $ 5.00 TOTAL _ $ 63.00 . . . . . . . . ~~.~ ~ . ! .1.,. . ?99.1. . . . . . . . . . . . 59020 ATTORNEY (Sup. Ct. 1.0. No.) 24 N. 32ND ST., CAMP HILL, PA 17011 ADDRESS (717) 737-1956 Filed PHONE Mailed letters to attorney on 7-11-01 H 105.805 REV 9-86 This is to certify that the informacion here given is correctly copied from an originalcertiEicate of death duly filed with me as Local Registrar. The original certificate ,^:ill be forwarded to the State Vital Records Office for permanent filing. WARNING: It Is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 &J444u~7 Local Reg trar 3227669 ITEM I ,: No. SHOULD READ AS POLLOWS. OCT 1 6 1995 Date .7JJ1.~#. '1 Y'~ i I'L)? ~..~ . ~THOFPEHNS""""'" ....RTIlENTOF HEALTH' VITA'- RECORDS CERTIFICATE OF DEATH ,.2187 69 v... 8RTHPlACE (Qy_ _'" f",oognC<u1lly) Wormleysburg SWE FU ~UU8EA SOC1~d'fUR'TY ~ER 3. p...a OF DEMH(CI\ecloany one _.".""""""'''''_-. HOSPITAl.: ,--0 E~O 2587 DATE OF OEATH,_.00< '_, c. Oct 13 1995 NAME OF DEe I. SEll a1 2. M e ~ 13. . CoIogo (1'."'5+1 ~IO COUNTY OF OEATH Cumberland DECEDENTS USUAl. 0CC1lMI0H tGNe_tJl.__cUina_ ~=!ti..._,_od' U ilL ecu y .S. DECEDENT'S MAIUNG ADllAES8 (ShII. CiIyIbMl. SIoIo. Z1p~ 730 Manor Road Camp Hill, Pa DECEDENTS EDUCATION Assunta 1711. DId - he... Cumberland .......' 17".0 ::....~.::::'" MOTHEWSNAMEtF...._._Sur_ I' Liberata Dimascio _'.__ADllAE"lSnol.~_Zlp~ 730 Manor Road Cam Hill Pa 17011 Pl.ACEOFIlHlPOSITIOH._"'~Ct-....y LOCRlON.~ _.ZIp~ ",ou... _ ..... 1.. FRHEII'S NAMe iF.... _. UII) 17011 Eustachio Pint1 .-(Typ.f'mO Sue Pint1 METHOO OF llISP08ITlC!.I! O _0 ~O ___0 _ ClIMr(Spociyl IL ~OF I. NoD _TICAIISI(I'.... ...... Of condition -.g"'-- ~ DUE lO lOA AS A CONsEoueHCE Of): ,~ '-- : __ anctdHlh I I , 1lUIT.. ClIMr..-.._-........_..... ...........In... ~_...... InIWfT I. Soquonlidy ..- '--...- _.E__VNl CAllSlto.-'" ...., . ... iniIiIltd.... '-.g"'_LAlIT E DUE lOlOA AS ACONSEoueHCE Of): DUE lOtoR ASA CONsEoueHCE Of): _AN AUlOPllY WSlEAU1OI'8Y_ _ROfDEATH .-, -.c.Aae_lO ~ coau>LETIONOf CAUSE OF 0EATH1 -- -- -.. 0 "-""ll~ _0 No ....0 NoD - 0 Could... be dot_ -. -- c:ur_R ~ any onot .CMTII'\'_PHY_(l'I>_~c:autJI____"""""~_"""~""'231 To..._"'Mf_...........__....._II__'...-................................................... .. a ORE Of INJURY jUonfh. D8y. ~ o o o PLACEOfINJURY.AI.............._-.,,_ ... Ill-.g, IIC. jSp8<>lyI -. TIME Of INJUII\' INJURY R WORK? DESCIlIIlE HOW INJUII\' OCCUftRED. ... 0 No 0 LOCRION(Sha ~ SI8III .'--NlDClRTIF\'_f'tIY8lCIAH~boOh..~_ ondCOf1i/yrogoo.-.tJI_1 TO..._....,_........._.............._._._....... _....10..._.'__................................... f .MEDICAL EXAMINER/CORONER on... _ 01..._ _1n...\le8lIon.1n MY opinion, _ _n........ _. d8l.. _ pi..... _du.to... UVM(ol_ _.._ed................................................................................................. . 311L REGISTRNI'S SlQNRlJRE N - ''/ -:?7 1:.<.1/ .,.? v' 1/ I 33.~ //7 La 32. J. 'f - ~)' IcJ "- ORE FILEDi......... Day. _I WILL OF ANTHONY PINTI I, ANTHONY PINTI, of 730 Manor Road, Camp Hill, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, to my wife, Assunta Marie Pinti, if she survives me by thirty days. Should my wife, Assunta Marie Pinti, not be living on the thirty-first day after my death, I bequeath such tangible personalty and insurance thereon to such of my four children, Michael Anthony Pinti, Robert Lee Pinti, Diane Marie Whipperman, and Anthony James Pinti, as are living on the thirty-first day after my death, to be divided among them by my executrix or executor with due regard for their personal preferences in as nearly equal shares as practical. Should any child not be living on the thirty-first day after my death, I give his or her share to such of his or her issue per stirpes as survive me and are living on the thirty-first day after my death. ITEM II: I direct that if my wife Assunta Marie Pinti does not survive me by thirty days, our real estate now known as 730 Manor Road, Camp Hill, Cumberland County, Pennsylvania, be sold and the proceeds be divided in equal shares among such of my four children, Michael Anthony Pinti, Robert Lee Pinti, Diane Marie Whipperman, and Anthony James Pinti, as are living on the thirty-first day after my death. Should any child not be living on the thirty-first day after my death, I give his or her share under this Item of my Will to such of his or her issue per stirpes as survive me and are living on the thirty-first day after my death. ITEM III: I devise and bequeath the residue of my estate of every nature and wherever situate, including cash, securities, and any property over which I may now have or hereafter acquire a power of appointment, to my wife, Assunta Marie Pinti, if she survives me by thirty days. Should my wife, Assunta Marie Pinti, not be living on the thirty-first day after my death, I bequeath such residue of my estate in equal shares among such of my four children, Michael Anthony Pinti, Robert Lee Pinti, Diane Marie Whipperman, and Anthony James Pinti, as are living on the thirty-first day after my death. Should any child not be living on the thirty-first day after my death, I give his or her share of such residue of my estate to his or her issue per stirpes. ITEM IV: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. ITEM V: I direct that all my just debts and expenses of my illness and burial, including my grave marker, shall be paid from my residuary estate as soon as practicable after my death and as part of the expense of the administration of my estate. ITEM VI: All shares of principal and income hereby given shall be free from anticipation, assignment, pledge or obligation of the beneficiaries and any of them, and shall not be subject to any execution, attachment, levy or sequestration or other claim of the creditors of said beneficiaries or any of them. ITEM VII: My executrix or executor shall have the following powers in addition to those vested in them by law and by other provisions of my Will applicable to all property, whether principal or income, exercisable without court approval, and effective until actual distribution of all property: - 2 - personal property and insurance thereon for which I have made previous provisions in my Will), without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification of risk. b. To sell at public or private sale, to exchange, or to lease for any period of time any real or personal property (except personal property and insurance thereon for which I have made previous provisions in my Will), and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. c. To compromise claims. ITEM VIII: I appoint my wife, Assunta Marie Pinti, executrix of this my last will. Should my wife, Assunta Marie Pinti, fail to qualify or cease to act as executrix, I appoint my son, Michael Anthony Pinti, executor ITEM IX: For the convenience of the my alternate executor, M:ichael Anthony Pinti, I note that I have retained the services of Jered L. Hock, Esquire and the firm of Metzger, Wickersham, Knauss & Erb in connection with the preparation of this Will. ITEM X: I direct that my executrix, executor, or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. Executed on .~:u(~. ~/ ) , 1989'. Uz:l7 tZ. ANTHONY PINTI In our presence ANTHONY PINTI signed this three (3) page Will and declared it to be his Will and now at his request, in - 3 - is presence, and in the presence of each other we sign as witnesses: '1- ~ ~_ i.l '. L' G'/c;~J?2/ L;;Z;; 0n1/4-JM~~ /!-.~ t:?,~;#? / ~ ~- ;~ /7tHI Residence ~12d 6c-o. ~/~V~ c?d7J~ tf I 70 / f Resldence Residence - 4 - 21 - 01 - 643 REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat , sign the same and that signed as a witness at the request of testat_ in h presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Bfgister (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS MICHAEL PINTI and ROBERT PINTI (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that THEY ARE familiar with the signature of ANTHONY PINTI xxlii~k testat~ of (one of the subscribing witnesses to) the will that THEY presented herewith and xetdtotlx believes the signature on the will is in the handwriting of ANTHONY PINTI to the best of THEIR knowledge and belief. Sworn to or affirmed and subscribed before me this 5TH day of JU Y 001 x ?r;~~ (Name) 61J./ 3tN1fGRf~r !I.;t. ~';".l/NA:.J-/JtJh'J ?A. 17fJ$.;> ~P~SS) . . (Name) ~Z3 C:rv';S;fA'i. ~/). 30((.IIo/&:i?Ki;J&; .f>A./7fJ07 (Address) 07-10-2001 12:55PM FROM TO 2407797 P.02 VERIFICATION IIn the Estate of Anthony Pinti, deceased. ITo the Register of Wills of Cumberland County, Pennsylvania. 1 This will confirm that the date of death was October 13, 1995 as indica~don Ithe Death Certificate. This will a1,0 confirm that AsSUllla Maria Pint; lives in East !pennsboro Township with a Camp Hill mailing address. I 1 1 I ~he best of my knowledge. information, and belief and that this verification is subject to I I F penalties of 18 Pa. C.S. Section 4904, relating to unsworn falsification to au~orities. I I I bate 7/10 10 I I \ I t Austin F. Grogan, certify that the statements made herein are true and correct to ~cf Austin F. Grogan, Esquire 24 North 32nd Street Camp Hill, PA 17011 (717) 737-1956 Counsel for Personal Representative ID #59020 TOTAL P.02 717761::,:.31'-'1 07-10-2001 12:55PM FROM i D.iTE: TOt I I FRpM: 1 NdMBER OF PAGES INCLUDL"NG COVER SHEET: I I FAX NUMBER TRANSMITTED TO: I I I I I I TO 2407797 P.Ol (~~~/~ ~ c!)~ ATTORNEY AT LAW' 24 North 32Dd Street Camp Hill, PA 17011 Phone~ ([717) 737..1956 Fax: (717) 761-5319 F A C S J 1\1 I LJ~__ T RAN S MIS S ION . S HIE E T July 10, 2001 Sue Register of Wills Austin F. Grogan 2 (717) 240-7797 CONFIDENTIALLY NOTE j TH INFORMATION AND DOCUMENTS ACCOMPANYING THIS TRANSMISSION CO T AIN INFORM A TION FROM THE LAW FIRM OF AUSTIN F. GROGAN WHICH IS CO FIDENTIAL AND/OR LEGALLY PRIVILEGED. THE INFORMATION IS IN ENDED SOLELY FOR THE USE OF THE iNDIVIDUAL OR ENTITY NAMED ON TH S FACSIMILE TRANSl\1ISSION SHEET. IF YOU ARE NOT THE DESIGNATED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISCLOSURE, COPYING, DISTRIBUTION, TRANSMISSION OR TAKING OF ANY ACTION IN RELIANCE ON THE I CO TENTS OF THIS INFORMATION IS PROHIBITED. IF OU HAVE RECEIVED THIS FAX TRANSMISSION IN ERROR, PLEASE NOTIFY US BY TELEPHONE IMMEDIA TEL Y SO THAT WE CAN ARRANGE FOR THE RETURN OF TH :; ORIGINAL DOCUMENTS TO US. PL 'ASE CALL IMMEDIATELY IF YOU HA VE NOT RECEIVED ALL OF THE T NSMITTED PAGES. .1 cAttdin ~ c!}~ ATTORNEY AT LAW 24 North 32nd Street Camp Hill, PA 17011 Telephone (717) 737-1956 Fax (717) 761-5319 October 25, 200 1 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 LJ.;.. ;1-0&1 j u Re: Estate of Anthony Pinti Dear Sir or Madam: Enclosed is the original and three copies of the original P A Inheritance Tax Return for the Pinti estate. Please return the time stamped copies in the envelope provided. Sincerely, AFG/rr Cc: Assunta Pinti ~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION CERTIFICATION OF NOTICE UNDER RULE 5.6(a) NAME OF DECEDENT: ANTHONY PINTI DATE OF DEATH: OCTOBER 13,1995 NO. 2001-00643 ADMIN NO.: 21-01-0643 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans I Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on July 11, 2001. Name Address Assunta Pinti 730 Manor Road, Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except (NONE) Date: October 25, 2001 a~~~iV1 2' Austin F. Grog , Es If 24 North 32nd Street Camp Hill, PA 17011 (717) 737-1956 Counsel for Personal Representative ID#59020 '~'>OOCX'P'7) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG PA 17128-0601 I- Z W Cl W Ll W Cl W I- "'~~ 0..0 WOO J:",.... 0.... .. " z o j::: S :J l- ii: C3 w 0::: z o i= ~~ I-~ :;: o u /(,~'Id.' - (" OFFICIAL USE ONLY ,,/ <./ REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT o 2. Supplemental Return o 4a. Future Interest Compromise (dale of death aller 12-12-62) D 7. Decedent Maintained a living Trust (!\llach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 'Ii" I COMPLETE MAILING ADDRESS 24 North 32nd Street Camp Hill, PA 17011 12. Net Value of Estate (line 8 minus line 11) 13. Charrtable and Governmental Bequests/Sec 9113 Trusts for which an election to lax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus line 13) 15. Amount of line 14 taxable al the spousal tax rate See instructions on reverse side for 16. Amount of line 14 taxable at6% rate 17. Amount of line 14 taxable a115% rate Pinti, Assunta Marie IX! 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (AllachcopyofWiI) o 9. Litigation Proceeds Received I- Z W o z o .. Ul W ::! o o NAME Austin F. Gro an Es . FIRM NAME (If Appicable) TELEPHONE NUMBER 717-737-1956 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Inter-Vivos Transfers & Miscellaneous Non~Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (10) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 03. Remainder Return (dale of death prior 10 12-1J..B2) o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) (1) OFFICIAL USE ONLY (5) (6) (7) x 7 (11) 1 4 6 3 1 7 (12) 1 7 8 3 5 2 3 (13) .. :;Ii (14) (15) (16) (17) (18) 18. Tax Due THAN REPRESENTATIVE .06 x 15 PA 17011 DATE 10/25/01 DATE PA 17011 1 0/25/01 d , C I t Add Dece ent s ample e ress: STREET ADDRESS 730 Manor Road CITY I STATE I ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 18) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) O.DD Total Credits (A+ 8 +C) (2) 3. InteresUPenalty it applicable D. Interest E. Penalty TotallnteresUPenalty (D + 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 19 to request a refund (4) 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 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; ....................... ................0 0 b. retain the right to designate who shall use the property transferred or its income; ................0 0 c. retain a reversionary interest; or ............... ................................. ......................0 0 d. receive the promise for life of either payments, benefits or care? ............. ......................0 0 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ....... ................. .................... ................... ...............0 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........................ ............... ................. ................ ............................. ........0 0 4. Did decedent own an individual retirement account, annuity, or other non-probate property? .....0 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 72 P.S. 99116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the surviving spouse from 6% to 3% for dates of death on or after July 1,1994 and before January 1,1995. 72 P.S. 99116 (a) (1.1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving spouse from 3% to 0% for dates of death on or after January 1, 1995. 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 JANUARY 1, 1995 - Please answer the following question by placing an "x" in the appropriate space. Did the decedent create a trust or similar arrangement which is soley for the surviving spouse's benefit for his or her entire lifetime? Yes 0 No 0 If you answered yes 10 Ihe above queslion, the lax on Ihe Irust or similar arrangement is postponed unlil Ihe dealh of the second spouse, al which time il will be fully laxable al Ihe rale(s) applicable to Ihe remainder beneficiary(ies). Enter the vaiue of the Irusl on Schedule J, Part II, in order 10 remove it from the calculation of Ihe tax due in this eslale. You may wish 10 file Schedule 0 in order to make the eleclion available under Section 9113. If the eleclion is made, Ihe Irusl or similar arrangement is laxed in the estate of the first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate, and Ihe remainder is taxed al Ihe rale(s) applicable to the remainder beneficiary(ies). If you choose 10 make Ihe election, you musl attach Schedule 0 to a limely-filed lax relurn, along wilh Schedule(s) K and/or M in order to show the apportionment of Ihe Irust or similar arrangement between the surviving spouse and the remainder beneficiary(ies). ~""EX'''ll1. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE B STOCKS & BONDS ESTATE OF Pinti Anthonv All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER ITEM NUMBER 1. DESCRIPTION 182 shares of Sears, Roebuck and CO.common stock VI\LUE I\T DI\TE OF DEI'- TH 6,537.44 2. 142 shares of Morgan, Stanley, Dean, Willer & Co common stock 6,617.20 3. 168 shares of Allstate Co. common stock 6,143.76 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 19298.40 ~"""'C'4". COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESlDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Pinti Anthonv Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representallve (s) Assunta Pinti Social Security Number(s) I EIN Number of Persona) Representative(s) 201 18 3863 Street Address 730 Manor Road ccty Camp Hill State PA Zip 17011 Year(s) Commission Paid" Not applicable 2. Attorney Fees Austin F. Grogan, Esq 900.00 3. Family Exempflon: (If decedent's address IS not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant 10 Decedent 4. Pcobate Fees Cumberland County Orphan's Court Fee 75.00 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 7. 8. Stock Broker Fee 488.17 TOTAL (Also enter on line 9, Recapitulation) $ 1 463.17 (If more space IS needed, Insert additional sheets of the same size) lit -~?,1'~~6 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 Recoro;c of Registe .01 Ole 17 Pl2 :03 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-10-2001 PINTI 10-17-1995 21 01-0643 CUMBERLAND 101 AUSTIN F GROGAN ESQ 24 N 32ND ST CAMP HILL PA ~1tI;~rJ(;F)C; *' IEY-1S.7 EX AFP 112-88' ANTHONY Allount Rellitted PA 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-i;ifAFP-ci2-':OOY-NOTICi--OF-iNHiififAifcE-TAX-APPRjrisiMiNT~--Ai.rOWANCE-irR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PINTI ANTHONY FILE NO. 21 01-0643 ACN 101 DATE 12-10-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED If an assessment was issued previously~ lines 14~ 15 and/or 16~ 17~ 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (IS) 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 (8) 19" Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets U) (2) (3) (4) (S) (6) (7) .00 19.298.40 .00 .00 .00 .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 Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 1.463.17 .00 (11) (2) (3) (4) NOTE: 17 .835.23 X 00 = .00 X 06 = .00 X 00 = .00 X 15 = NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. 19.298.40 1.463 17 17.835.23 .00 17.835.23 (9)= .00 .00 .00 .00 .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) JRD/June 30, 1992/17858 NOV 0 6 2001~~ In Re: Estate of ANTHONY PINTI Late of EAST PENNSBORO TOWNSHIP ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-2001-0643 NO. 21-2001-00643 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Counsel for Personal Representative: AUSTIN GROGAN, ESQ. Date of Decedent's Death: 10-13-1995 Date of Delinquency Notice: 09-06-2001 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 09-06,2001, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 11-06-2001 Distribution: Personal Representative Counsel for Personal Representative Estate File ~d~ ~c:J~ 9;j.tJ 4-/u, A hearing is scheduled for at in Courtroom No.3. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancell : George . ~ ;;$' tf" \11 ~ \11 (I.l o o o o J1 o SH~ER: GOMPLETE THIS SECTION . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can retum the card to you. . Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: Au-STIN ~RDGA1J ESQ, 24 NcrKTH- 3lN"i> 0T. CkmP HH-L, ~A.IlDH I'OSvo""rl< \-\ll~ D Agent D Addressee Dves DNo ~e Type ~ertified Mail D Express Mail D Registered D Return Receipt for Merchandise D Insured Mail D C.O.D. 4. Restricted Delivery? (Extra Fee) D Ves 2. Article Number 0 10 C()- 0 (; UV - DlJ 1- 5 - I 504 - q q I LJ (Transfer from servIce label) .. PS Form 3811, March 2001 Domestic Return Receipt 10259S-Q1-M-1424 \ (!/ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Anthony Pinti Date of Death: 10-13-1995 Will No. 2001-00643 Admin. No. 21-01-0643 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rilles, 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 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N/A 3. If the answer is No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? No b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties in interest? Yes d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date ll\I"'\OI Austin F. Gr gan 24 North 32nd S Camp Hill, PA 17011 (717) 737-1956 PC.; == It' Counsel for personal represe~tj:ve ID #59020 f . d --- :o$' \fl 0 (q.Q "" l-'~I z c::::l <: "". " , ~...:.. --- \0 -0 , , ,"".... W N c ......