HomeMy WebLinkAbout01-0829
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Otto Eleuteri No. o:L J. 0 J - f:L c;
also known as Otto Eleuteri, Jr.
Jacqueline H. Eleuteri
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
, Deceased
Social Security No. 206 - 34- 9241
[R] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r ix
the Decedent, dated 06/12/1979 and codicil(s) dated None
named in the last Will of
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
n/a
o B. Grant of Letters of Administration
(c.I.a.; d.b.n.c.l.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
Name
Relationshi
Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumber land
County, Pennsylvania with hislher last family
or principal residence at 653 Spring Lane, Monroe Township, Boiling Springs, PA 17007
(list street, number, and municipality)
Decedent, then ~years of age, died 08/05/2001 at Monroe Township, Cumberland Co., PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property
(If not domiciled in PAl Personal property in Pennsylvania
(If not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania
s
s
s
s
38,000.00
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the a ro riate form to the undersi ned:
S' nature
Jacqueline
653 S rin
T ed or rinted name and residence
H. Eleuteri
Lane, Bollin
17007
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Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
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 representative(s) of
the Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed ~ 4'.. ~AI\..o- -
cq eline H. Eleuteri
before me this ~ day of
SEPTEMBER
, 2001
~-;re.}j,./-l/CL).l&k ~t'l.~~
I For the Register~
No. 21-01-0829
Estate of Otto Eleuteri A/K/ A OTTO ELEUTERI, JR
O~eased
Social Security No: 206 - 34 - 9241 Date of Death: 08/05/2001
AND NOW,
SEPTEMBER 7, 2001
, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [!J Testamentary 0 Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante abSentia; durante minoritate)
are hereby granted to
Jacqueline H. E1euteri
in the above estate and that the instrument(s) dated
06/12/1979
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters . S 70.00
Short Certificate(s). .3. s 9.00
Renunciation. S
Affidavits ( S
Extra Pages ( 4 ). S 12.00
Codicil. S
JCP Fee. S 5.00
Inventory. S
Other S
TOTAL. S 96.00
~ (!.x./-vu>w~'~U:'~~"A~ )J(1V~
/ Register of Wills
Attorney:
James D. Bogar, Esquire
1.0. No:
PA 19475
Address:
One West Main Street
Shiremanstown, PA 17011
Telephone: 717 /737 - 8761
MAILED TO ATTORNEY SEPTEMBER 7, 2001
Prepared by the Pennsylvania Bar Association CopyrIght (e) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
Hlr"}~f'l-=; 'Q,FV <)/.o.r:,
This is to certify that the information here given is correctl c . d f . . .
Local Registrar. The original certificate will be forwa d d Y :p~ rCZr~ ~n onglllal ceruficate of death duly filed with me as
r e to t e tate Ita Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
7732491
No.
lJ~gg"~j
Fee for this certificate, $2.00
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Date
Hl0., ~.JA.w 2/81
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
v..
UNOEA , DAY
HourS l ..........
SlRTHPl.ACE:C.tt,.r:d ~(OIFOEATHlC:"'-<.Ol"",)f~.. -.HI "SlfUCI.....I'j''lI''t~ ill>>)
:i,,'-.JIicrItlQPCOUf"lV! HOsPITAL --
Newark, NJ I~O ERtOuCp.Il~nl C
7. ..,
FAClUT'f NAME I" no! ~ ",,,- 'illHf 0I1'1d 1'11l"tIlrI.
2.
STAll rll[........[~
SOCIAL SECURITV NU\tBE.R
Male > 206 - 34 9241
DATE 0' DEATH.MctIIf'l Ca,.. ....!
.. Augus t 5, 2001
lJPRtHl
IN
tlMtEHT
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NAME OF DECEDENT if",. ModdIit. :...,
I. Otto Eleuteri,
AGE Il_ !JonrIGaYI vHOER 1 Yl.AR
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58
~E . AlMfIC&n"""', ~.... wtwl4I. tile
.-, white
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COUNTY OfF QERH
Cunberland
government
MAAtTAl STATUS -........
N41......Mwf...s.Widlowed.
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married
SUlNM'lG SPOuSE
t.......~I'NIOeI',...,.,...
Jacqueline Kestner
...
Monroe
-
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DECEDENt.S uSUAl OCCUPRION
t~':::~~dur~':)'
01rector or person 1
".. 1 It.
OECEOE.HT'S ..AtuNG AOORESS (SIt.... CllyITown. s... Zip Coo.!
653 Spring Lane
Boiling Springs, PA 17007
KINO Of 8U~HESSllNOUSIRY
DECEDENT'S
ACTUAL
RES.OOICE
ts.. ",*ucllOnl
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Pp.nna
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Cunber land -' "..0 ~.:::..
MOTHER'S NAME ,F.... 'lItdCle M~ s...rJlMMI
Lucille Sinrnins
tlc.[XI _,~wedin
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FRHER'S NAME IF.... MoocM_ La,.'
10. Ot to Eleuteri, Sr.
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Jac ueline Eleuteri
UElHQOOF Cll51'OS1T1ON
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_UllE Of' F
PA 17088
PA
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DUE 10 lOA AS A CONSEQUENCE Of):
DUE 10(011 AS . CONSEQUENCE 0fI'
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WE"" AUlOPSV FlNIlINGS MANNER Of DEATH
-..a.E PIlIOA 10
COMPLETIOH OF CAUSE IE 0
Of' 1lERH7 -- Home_
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Nog)( ....0 NoD ........ 0 CoukIl"lQI be del.fI'I\IMd 0
IDAlE Of INJURY
lMonIn Oey. 'liUf1
TIME ~ INJURY
INJURY AT WORK? DESCAtIE HON tfoUUAY OCCURRED.
.... 0 NoD
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-MEDICAL lXAMINERlCORONER
On.... Mai. ole.amtNltion anellOI' investigation. In my OpIlUOf'II. de.th occurred at the time. date..JIM pI.c.. ..nd due to the uUHI.)..nd
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AEGISTRAAS SlGNAYURE AND NUMBER
DATE FIl..EO.~"'''''' Oa_ "-'I
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P\.ACE OF INJuRY. AI ~.Iarm. $lfHl.lactOrY. offica
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T. thII ..... of My kno_IoJdg_. eM_ occ"',.., AI"" ...... dA1a. .Jt'd ~a. And due 10 ,.... UUMC_' and manne. ... slalH.
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--
21-01-829
LAST WILL AND TESTAMENT
OF
OTTO ELEUTERI
o
I, OTTO ELEUTERI, of 927 Willcliffe Drive, Mechanicksburg,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this as and for my
Last WILL and Testament and revoke all Wills by me at any time
heretofore made.
1. I direct that my just debts and funeral expenses,
including my gravemarker, shall be paid from my residuary estate
as soon as practicable after my decease, as a part of the
expense of the administration of my estate.
2. All of the rest, residue and remainder of my estate,
real or personal, of whatsoever nature and wheresoever situate
of which I shall die seized, including powers of appointment, I
give, devise and bequeath unto my wife, JACQUELINE H. ELEUTERI,
her heirs and assigns.
SAMUEL M. SNIPES
3. In the event that my_wife, JACQUELINE, H. ELEUTERI, shoul
predecease me, or in the event of her death within a period of
six months after my death, the said devise and bequest of
residue shall lapse or be divested, and I give, devise and
bequeath all of my residuary estate unto my Trustee, below named,
IN TRUST, nevertheless, whom I authorize and empower in his
sole discretion, without court order or legal proceedings, to
administer as one corpus without regard for equal shares to
each child to invest and reinvest the same, to collect the
income, and after paying all expenses incident to the management
ATTORNKV AT I.AW
eJtIIIiia C.332
"
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~
of the trust, to expend any or all of the income, and any or all
of the principal for the maintenance and education of my
children as follows:
KIMBER LEE ELEUTERI
TODD JOSEPH ELEUTERI
JASON MATTHEW ELEUTERI
"
5/24/1964
1/23/1969
9/9/1978
Born:
" "
and such other children as I may have, in accordance with their
aptitudes and desires for higher education. I direct that this
Trust shall continue until my youngest child has attained the
age of twenty-five (25) years, at which time the Trust shall
terminate and the then balalnce of principal and any accumulated
income shall be distributed in equal shares among my children
then living, the children of any deceased child to take, per
stirpes, the share to which the deceased child would have been
entitled had he or she lived until the termiftati6n"date set
forth above. I direct that such payments for maintenance and
education shall be made without the intervention of a Guardian,
and the receipt of such person as may be selected by my Trustee
to disburse such payments shall be sufficient acquittance.
4. I nominate, constitute and appoint my wife, JACQUELINE
H. ELEUTERI, to be the Executrix of this my Last WILL and
Testament.
5. In the event of the decease of my wife, JACQUELINE H.
ELEUTERI, or her inability or unwillingness to serve as Executrix
I nominate, constitute and appoint my brother, RONALD ELEUTERI
of 300 Park Avenue, Langhorne Manor, Bucks County, Pennsylvania
as alternate Executor.
6. In the event of the decease of RONALD ELEUTERI or his
inability or unwillingness to serve as Executor, I appoint my
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I,
II
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Iii
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friend Richard HIMLER, of 47 Hellan Drive Mechanicsburg,
Pennsylvania as alternate Executor; and in the event of his
inability for any reason to serve; I appint the Philadelphia
National Bank as alternate Executor.
7. I nominate, constitute and appoint my Executor to be
the Trustee under this WILL and Guardian of the estates of mInor
beneficiaries.
8. I direct that my Executor, Trustee and Guardian of
minor children not be required to post bond in any jursidiction
In which he, she or it may serve.
9. If, in the opinion of my Executor or Trustee, any
beneficiary is incapable, either because of age or physical
or mental incapacity of properly using any principal or income
to which the beneficiary is entitled my Executor or Trustee may
hold the same in trust for the beneficiary's maintenance and
support in the beneficiary's accustomed manner of li~ing,
including medical, dental, hospital and nursing expenses and
expenses of invalidism. Any amounts not requir'ed may be held
by me Executor or Trustee and invested in accordance with the
below mentioned provisions of this WILL covering the powers of
the Trustee, such accumulations to be paid over to the
beneficiary upon termination of the incapacity, or to the
benefitiairy's estate if the beneficiary sooner die.
10. The interests of beneficiaries hereunder shall not
be subject to anticipation or to voluntary or involuntary
alienation until distribution IS actually made.
11. In the event that any of the beneficiarys of my WILL
are minors at the time of their entitlement under extratestamentar
documents such as proceeds of insurance on my life, I direct
that my Trustee above named shall serve as the Guardian of the
- 3 -
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estates of such minors, with all the powers to expend such sums
for the benefit of the respective minor as are above set forth.
12. My Corporate Executor and Trustee shall receive
compensation for the performance of its functions hereunder
in accordance with its Schedule of Fees in effect from time to
time during theperiod over which its services are performed.
13. In addition to the authority conferred upon fiduciaries
by law, my Executor, Trustee and Guardian shall have the
following powers with respect to both principal and accumulated
income and such powers shall continue until distribution is
actually made:
(a) To accept in kind and retain any real or personal
I" property which I may own at my death, including stock of my
I
corporate fiduciary, without regard to its productivity, without
regard to any principle of diversification, and to invest in or
! purchase any form of property, real or personal without
restriction to legal investments for fiduciaries.
(b) To purchase investments at a premium and, at its
discretion, to charge such premium and the premium on any invest-
ments owned by me at my death either to principal or income,
and to reinvest the capital gain distributions of mutual funds.
(c) To give proxies and to join in any merger, reorganiza-
tion voting trust plan or other concerted action of security holde s
affecting investments, delegating powers with respect thereto.
(d) To sell at public or private sales, exchange or lease,
for any period of time any real or personal property and to give
options for sales or leases.
- 4 -
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I ' . ..
. '
.
(e) To borrow money and to mortgage or pledge any real
or personal property.
(f) To register property in the name of a nominee or to
hold property unregistered.
(g) To compromise claims.
(h) To allocate any property received or charge incurred
to principal or income or partly to each, without being
obliged to apply the usual rules of trust accounting.
(i) To distribute property ln kind.
(j) to add to the principal of any trust created by this
WILL, any property received from any person by deed, WILL or ln
any other manner.
(k) To exercise all power, authority and discretion given
by this WILL after the termination of any trust created herein
until the same is fully distributed.
IN WITNESS WHEREOF, I hereunto set may hand and seal
this
1'2-
day of
:r~
, A.D., 1979.
~6~
Otto Eleuteri
(Sea )
a/k/a
~
(Sea )
SIGNED, SEALED, PUBLISHED and DECLARED by the above named
Testator, as and for his Last WILL and Testament, in the presence
of us, who at his request, in his presence and in the presence
of each other, all being present at the same time, have here-
unto subscribed our names as witnesses.
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21-01-~
//
REGISTER OF WILLS OF COUNTr./
OATH OF SUBSCRIBING WITNESS
/'
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" codicil // . ,
(each) a SUbScri~ witness to the will presented herewi~~~aCh) being duly qualified according to'
law, depose(s) and sa'V€s). 1 that . / present and saw
'~:,,/
/
the testat , sign the s and that .' ,/ signed as a witness at the
request of testat in h "~esenc7'9Jid (in the presence of each other) (in the presence of the
other subscribing witness(es)). X. .
Sworn to or affirmed and SUbsCri~d'befo~
.....
me this day of (Name)
"
20
/
Register
(Address)
/
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/
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(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Jacqueline H. Eleuteri and Yourlane J. Shaffer
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
they are familiar with the signature of Otto Eleuteri aka Ot-t;:o Eleuteri,
1todiotk Jr.
testat or of (ooxx3.fio(keotiK~wH<<mssosx~x:the will presented herewith and
1tl1dto:ikx
that t-hpy believes the signature on the will is in the handwriting of
Otto Eleuteri aka Otto Eleuteri, Jr.
to the best of their
knowledge and belief.
~II-~-
cqueline H .(Ntz1n~yteri
653 Spring Lane, Boiling Springs,
PA 17007
Sworn to or affirmed and subscribed before
. 7~
~ day of
,f;..eA.) 20 0 1
. ~. &~-
ml7h]L~, ~ 'LJU. ,d. Q~
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Register
~ ijhesJJ (fA )
ourlane J. S(M,ifI:
sc"l lJ,9t4~ ~ ~ \A. ~~ Pc< .
(Address)
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CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: otto Eleuteri aka otto Eleuteri, Jr.
Date of Death: August 5, 2001
Will No. 21-01-0829
Admin. No.
To the Register:
I certify that notice of estate administration required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
October 5, 2001:
Name Address
Jacqueline H. Eleuteri 653 Spring Lane
Boiling Springs, PA 17007
Kimber Lee Eleuteri 653 Spring Lane
Boiling Springs, PA 17007
Todd Joseph Eleuteri 653 Spring Lane
Boiling Springs, PA 17007
Jason Matthew Eleuteri 653 Spring Lane
Boiling Springs, PA 17007
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except:
None
Date: October 5, 2001
'1
1- ~
J es D.
One West Mai Street
Shiremanstown, PA 17011
(717) 737-8761
Capacity: Personal Representative
X Counsel for Personal
Representative
'\ i
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Otto E1euteri Jr.
Date of Death: August 5, 2001
.:
Will No.
21-01-0829
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No x
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes x No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
n
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James D. Bog ,Esquire
Name (Please. type or print)
One West Maln St.
Shiremanstown, PA 17011
Address
D
Date: May ~~ 2002
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(717) 737-8761
Te l. No.
Capacity: Personal Representative
x Counsel for personal
representative
(MAH:rmf/AM3)
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP lDl-QZl
'OZ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
') ;to\mTY
ACN
06-17-2002
ELEUTERI
08-05-2001
21 01-0829
CUMBERLAND
101
OTTO
JlJl'J 2"1
JAMES D BOGAR ESQ
1 W MAIN ST
SHIREMANSTOWN PA 170ll Ct~1
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 ~
ifEv=i54j-E;CAFP-loY':ozY-NoYicE-OF-YNHEiiiTANci-YAX-'APPR'AiSEMENT,--ALLOWANCi-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ELEUTERI OTTO FILE NO. 21 01-0829 ACN 101 DATE 06-17-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
36,932.64
.00
.00
(8)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
36,932.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10)
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
.00
.00
(11)
(12)
(13)
(14)
00
36,932.64
.00
36,932.64
NOTE:
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
lS. Allount of Line 14 at Spousal rate (lS)
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
T X CR ITS:
36,932.64 X
.00 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
.00
.00
.00
.00
.00
+
AMOUNT PAID
DATE
NUMBER
INTEREST/PEN PAID (-)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.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.)
-4
. .
VV'
OFFICIAL USE ONLY
REV-1500 EX + (6-00)
C P
o 0
R N
R 0
E E
S N
T
C
o
M
P
T U
A T
X A
T
I
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N
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
17.-5-/0
FILE NUMBER
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E
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
E1euteri Jr. Otto
DATE OF DEATH (MM-DD-YEAR)
SOCIAL SECURITY NUMBER
206-34-9241
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
21-01-0829
COUNTY CODE
YEAR
NUMBER
DATE OF BIRTH (MM-DD-YEAR)
REGISTER OF WILLS
soaALSECU~TYNUMBER
ue1ine H.
3. Remainder Return ~r6; fc1 {ke_ai~_82)
5. Federal Estate Tax Return Required
8. Total N umber of Safe Deposit Boxes
6. Decedent Died Testate
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a Living Trust 0
(Attach copy of Trust)
D 10. Spousal Poverty Credit
D 11. EJection to tax under Sec. 9113(A)
(Attach Sch 0)
NAME
COMPLETE MAILING ADDRESS
One West Main Street
Shirernanstown, PA 17011
TELEPHONE NUMBER
R
E
C
A
P
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L
A
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3 - 8 61
Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
.,-^-,
(8) 36,932.64
-
C:"'.
(11 ) 0.00
(12) 36,932.64
(13)
(14) 36,932.64
(1)
(2)
(3)
None
None
None
OFFICIAL USE ONLY
(4)
(5)
M'One
36,932;64
(6)
None
None
None
None
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
36,932.64
(15)
(16)
(17)
(18)
(19)
.0 0
.0 45
.12
.15
0.00
0.00
0.00
0.00
0.00
x
X
X
X
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
. .\
Decedent's Complete Address:
STREET ADDRESS
653 S rin Lane
CITY
Bailin
STATE
PA
ZIP
17007
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
0.00
Total Credits ( A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 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 20 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. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTE~~.~..Y\".I~LS, AGENT
!!!!!Hn'!::::!:!~t!~~~:~::~~~I~~::!+~~!:~:~!~:~~:I':~'!~~~~~~~:~I~:::~~ll~~;2ll:~;~'!~~!'!,,!~!;,!i!~~!;;;!~~!':;;'~'~~~;I~~~.~t~!~!~~:,,:;:;
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; . . . . . . . . . . . . . ~ ~~x
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ...... D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
0.00
0.00
0.00
0.00
IT]
IT]
IT]
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
p:~
Jacqueline H. E1euteri
_ _ _~~~ _ _~e!"_i_~g_ !-_~I!~_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __
Bailin S rin s, PA 17007
James D. Bogar Esquire
One West Main Street
-----------------------------------------------------
Shiremanstown, PA 17011
DATE
05/01/02
DATE
05/01/02
For dates of death on afte July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 .S. 9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (iil]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 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. 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
. .
REV-1508 EX . (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T IV( RETU RN
RESIDENT DECEDENT
ESTATE OF
Otto Eleuteri Jr.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSff 206-34-9241
08/05/2001
FILE NUMBER
21-01-0829
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
Commonwealth of Pennsylvania - Leave Payments (payments after
date of death) - as per attached letter
VALUE AT DATE
OF DEATH
35,287.27
2
Commonwealth of Pennsylvania - Salary/Wage Payments (pay date
after date of death) - as per attached letter
1,645.37
TOTAL (Also enter on line 5, Recapitulation) $ 36,932.64
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
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COMMONWEALTH OF PENNSYLVANIA
OFFICE OF THE BUDGET
COMPTROLLER OPERATIONS
October 25,2001
Jacqueline H. Eleuteri
653 Spring Lane
Boiling Springs, PA 17007
BUREAU OF COMMONWEALTH
PAYROLL OPERATIONS
P.O. BOX 8006 -
HARRISBURG, PA 17105-8006
FAX: (717) 772-3104
Dear Ms. Eleuteri:
This letter explains the payment(s) that you have received on behalf of Otto Eleuteri.
Please note that the total "GROSS" of $40,830.08 will be reported to the Internal
Revenue Service via "1099 Mise" for the ESTATE OF OTTO ELEUTERI 25-6793869 at the end
of the year. Please keep this letter with your tax information for filing purposes.
SALARY / WAGE PAYMENTS (PAY DATE AFTER DATE OF DEATH)
PAY TYPE DEDUCTION
PPE DATE DATE PAY HOURS GROSS AMOUNT* NET
8/3/01 10/15/01 SALARY 75.00 $3,489.75 $1,844.38 $1,645.37
*EXPLANATION OF DEDUCTIONS TAKEN FROM PAYMENTS:
Social Security $216.36 Medicare $50.60
$1,077.42 net for a conversion pay liability Mr. Eleuteri owed to the commonwealth.
$500.00 for a credit union deduction that could not be recovered when the payment for ppe
8/3/01 was returned to be reissued.
The earnings statement for this payment is enclosed.
Page 2
LEAVE PAYMENTS (PAYMENTS AFTER DATE OF DEATH)
LEAVE TYPE PAY DEDUCTION NET
DATE HOURS GROSS AMOUNT* AMOUNT
ANNUAL 450.00 $20,938.50
SICK 330.00 $15,354.90
PERSONAL 10/26/01 22.50 $1,046.93 $2,053.06 $35,287.27
*EXPLANATION OF DEDUCTIONS TAKEN FROM PAYMENTS:
Social Security $1,511.62 Medicare $541.44
The earnings statement for this payment is also enclosed.
The statement with no earnings is merely an adjustment to the leave balances.
Should you have any questions regarding this letter, please contact Mr. Edmund
Brenner, at telephone number (717) 772-5368.
Sincerely,
. /' ,\/ /J ..'
~/'l#/Y t!./lt....( , / ,/(/4.,
/~' v / .' ,--"1./ --I
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Margaret Reidlin6er, Chief -
Special Processing Section
. .
REV-1513 EX + (9-00)
SCHEDULE J
BENEFICIAR IES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
08/05/2001
ESTATE OF
Otto Eleuteri Jr.
SSiI 206-34-9241
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
Jacqueline H. Eleuteri
653 Spring Lane
Boiling Springs, PA 17007
Wife
1
FILE NUMBER
21-01-0829
AMOUNT OR SHARE
OF ESTATE
Rest, residue
and remainder
of Estate
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group,lnc.
0.00
Form REV-1513 EX (Rev. 9-00)
t
S"MUEL. M. SNIP".
ATTORNay AT LAW
~c:..alt
LAST WILL AND TESTAMENT
OF
OTTO ELEUTERI
I, OTTO ELEUTERI, of 927 WiIlcliffe Drive, Mechanickshurg,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this as and for my
Last WILL and Testament and revoke all Wills by me at any time
heretofore made.
1. I direct that my just debts and funeral expenses,
including my gravemarker, shall be paid from my residuary estate
as soon as practicable after my decease, as a part of the
expense of the administration of my estate.
2. All of the rest, residue and remainder of my estate,
real or personal, of whatsoever nature and wheresoever situate
of which I shall die seized, including powers of appointment, I
give, devise and bequeath
I
unto my wife, JACQUELINE H. ELEUTERI j
my wif,. JACQIIH INE. II. ELEIITER!. '~>OUl
her heirs and assigns.
3. In the event that
predecease me, or in the event of her death within a period of
six months after my death, the said devise and bequest of
residue shall lapse or be divested, and I give, devise and
bequeath all of my residuary estate unto my Trustee, below named,
IN TRUST, nevertheless, whom I authorize and empower in his
sole discretion, without court order or legal proceedings, to
administer as one corpus without regard for equal shares to
each child to invest and reinvest the same, to collect the
income, and after paying all expenses incident to the management
of the trust, to expend any or all of the income, and any or all
of the principal for the maintenance and education of my
children as follows:
KIMBER LEE ELEUTERI
TODD JOSEPH ELEUTERI
JASON MATTHEW ELEUTERI
"
5/24/1964
1/23/1969
9/9/1978
Born:
" fI
and such other children as I may have, in accordance with their
aptitudes and desires for higher education. I direct that this
Trust shall continue until my youngest child has attained the
age of twenty-five (25) years, at which time the Trust shall
terminate and the then balalnce of principal and any accumulated
income shall be distributed in equal shares among my children
then living, the children of any deceased child to take, per
stirpes, the share to which the deceased child would have heen
entitled had he or she lived until the termination date set
forth above. I direct that such payments for maintenance and
education shall be made without the intervention of a Guardian,
and the receipt of such person as may be selected by my Trustee
to disburse such payments shall be sufficient acquittance.
4. I nominate, constitute and appoint my wife, JACQUELINE
H. ELEUTERI, to be the Executrix of this my Last WILL and
Testament.
S. In the event of the decease of my wife, .JACQUELINE fl.
ELEUTERI, or her inability or unwillingness to serve as Executrix
I nominate, constitute and appoint my brother, RONALD ELEUTI'Rl
of 300 Park Avenue, Langhorne Manor, Bucks County, Pennsylvania
as alternate Executor.
6. In the event of the decease of RONALD ELEUTERI or his
inability or unwillingness to serve as Executor, I appoint my
- 2 -
friend Richard HIMLER, of 47 Hellan Drive Mechanicsburg,
Pennsylvania as alternate Executor; and in the event of his
inability for any reason to serve; I appint the Philadelphia
National Bank as alternate Executor.
7. I nominate, constitute and appoint my Executor to be
the Trustee under this WILL and Guardian of the estates of minor
beneficiaries.
8. I direct that my Executor, Trustee and Guardian of
minor children not be required to post bond in any jursidiction
in which he, she or it may serve.
9. If, in the opinion of my Executor or Trustee, any
beneficiary is incapable, either because of age or physical
or mental incapacity of properly using any principal or income
to which the beneficiary is entitled my Executor or Trustee may
hold the same in trust for the beneficiary's maintenance and
support in the beneficiary's accustomed manner of liting,
including medical, dental, hospital and nursing expenses and
expenses of invalidism. Any amounts not requiied maj be held
by me Executor or Trustee and invested in accordance with the
below mentioned provisions of this WILL covering the powers of
the Trustee, such accumulations to be paid over to the
beneficiary upon termination of the incapacity, or to the
beneficiairy's estate if the beneficiary sooner die.
10. The interests of beneficiaries hereunder shall not
be subject to anticipation or to voluntary or involuntary
alienation until distribution is actually made.
11. In the event that any of the beneficiarys of my WILL
th' fh" d I
are minors ate tIme 0 t eIr entItlement un er extratestamentar~
documents such as proceeds of insurance on my life, I direct I
that my Trustee above named shall serve as the Guardian of the
- 3 -
. ,
__J
estates of such minors, with all the powers to expend such sums
for the benefit of the respective minor as are above set forth.
12. My Corporate Executor and Trustee shall receive
compensation for the performance of its functions hereunder
in accordance with its Schedule of Fees in effect from time to
time during theperiod over which its services are performed.
13. In addition to the authority conferred upon fiduciaries
by law, my Executor, Trustee and Guardian shall have the
following powers with respect to both principal and accumulated
income and such powers shall continue until distribution is
actually made:
(a) To accept in kind and retain any real or personal
property which I may own at my death, including stock of my
corporate fiduciary, without regard to its productivity, without
regard to any principle of diversification, and to invest in or
purchase any form of property, real or personal without
res'triction,to legal investments for fiduciaries.
(b) To purchase investments at a premium and, at its
discretion, to charge such premium and the premium on any invest-
ments owned by me at my death either to principal or income, ,
I
and to reinvest the capital gain distributions of mutual funds. I
(c) To give proxies and to join in any merger, reorganiza-
tion v~tin~ trust plan or othe~ concerted ~ction of security holde s
affect1ng 1nvestments, delegat1ng powers wIth respect thereto. I
(d) To sell at public or private sales, exchange or lease,
for any period of time any real or personal property and to give
options for sales or leases.
- 4 -
. ..
(e) To borrow money and to mortgage or pledge any real
or personal property.
(f) To register property in the name of a nominee or to
hold property unregistered.
(g) To compromise claims.
(h) To allocate any property received or charge incurred
to principal or income or partly to each, without being
obliged to apply the usual rules of truSt accounting.
(i) To distribute property in kind.
(j) to add to the principal of any trust created by this
WILL, any property received from any person by deed, WILL or in
any other manner.
(k) To exercise all power, authority and discretion given
by this WILL after the termination of any trust created herein
until the same is fully distributed.
IN WITNESS WHEREOF, I hereunto set may hand and seal
this
I?-
day of
T~
, A.D., 1979.
%"
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Otto Eleuteri
i
I
I
(Sea1;)
\
(Sea~)
I
SIGNED, SEALED, PUBLISHED and DECLARED by the above named I
Testator, as and for his Last WILL and Testament, in the presence
of us, who at his request, in his presence and in the presence
of each other, all being present at the same time, have here-
unto subscribed our names as witnesses.
a/k/a
~ i~~Y)l
Otto Eleuteri, J .
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- 5 -