HomeMy WebLinkAbout01-1053
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
:l..J-1J/-I05 a
Estate of Joan M. Petro
also known as
No.
, Deceased
Social Security No. 191- 26 -1533
Joseph Petro
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
[R] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or
the Decedent, dated 03/03/83 and codicil(s) dated None
named in the last Will of
Thomas A. Petro predeceased Joan M. Petro
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:
o B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.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:
I
Name
Relationship
Residence
1
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
County, Pennsylvania with his/her last family
orprincipalresidenceat 209 Westview Drive, Monroe Township
(list street, number, and municipality)
Decedent,then~yearsofage,died 11/05 ,2001. at Holy Spirit Hospital, Camp Hill, PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in Pennsylvania
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania
50,000.00
$
$
$
$
115,000.00
situated as follows:
209 Westview Drive, Mechanicsburg, Monroe Township, PA
Joseph Petro
278 Richland Road, Carlisle, PA 17013
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
/-7-cJ! '-/0
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumber~and
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 acc rding to law.O
Sworn to or affirmed and SUbscribed' l!
etro
before me this 14 th day of
/tJ
For t~e Register ~ ~
Lew~s ~
No. .. 1~2001-1053
Estate of Joan M. Petro
Deceased
Social Security No: 191-26-1533 Date of Death: 11/05/01
AND NOW,
November 16th
?()()1
, ~, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters .~ Testamentary D Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
Jo.seph Petro
in the above estate and that the instrument(s) dated
03/03/83
described in the Petition be admitted to probate and filed of record as the last Will of DeceQ'ent.
Address: St.
Dil1sburg, PA 17019
Telephone: 717/432 - 9666
TOTAL. . . . . . . .. $ 258.00 MAILED LETTERS 'TO ATI'ORNEY
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as
Local R~gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
7691942
No.
21-2001-1053
~P:i:.~
~ /t1)f~ ~ ;;(tJtJI
Date
H1DS;43 Aa. 2187
COMMONWEALTH Of PENNSYLVANIA a OEPARTMENT OF HEALTH a VITAL RECOROS
CERTIFICATE OF DEATH
STATE FilE' NUMSER
SOCIAl. SECURITY NUM8ER
MARITAL STATUS._
_loWToecl._.
~(Spec"YI
14.Widowed
Did 17e.1X ......___in Monroe Twp
-
..... .
Cumberland --"1 17d.O ="'-=-'::::01
MOTHER'S NAME ,f.sI_. _ Surname)
TYPE/PRINT
IN
PERIU.NENT
BLACK INK
NAME Of DECEDENT (hsr MtddIe. LOll'
SEM
Joan M. Petro
aFemale
AGE (L.51 8or1hOoYl
UNOER 1 YEAR
-. Dave
~R 1 DIf(
.- ! II......
DATE Of BIRTH
,Month Day ._,
BlRTHl'IXI: tC.... ...od
Slate 01 f Cleogn CounIfYl
67 YIS
PA
5.
COUNTY Of DERH
cnv. 8OfIO.
Cumber land
DECEDENT'S USUAL OCCUP,u1ON
(Go.. kond aI_k clone dun"Q_
oI_ing....; do ......... .."'eel .
. .1.. Hanemaker 11... Heme
DECEDEN 'S MAIliNG ADDAESS (51<.... CoIy~. _. Z~ Codal DECEDENT'S
ACTUAL
RESIOENCE
CSee___
""__I
....
17.. s.-
209 Westview Drive
Mechanicsburg, PA 17055
...
FATHER'S NAME (Fosr. MtddIe. La..,
171>.
Petro
1..
INf'ORMANT"S NAME (T ypelPn",)
Jose
Tamecki
208.
METHOD Of DISPOSITION
O _1XI C._ionO __514Iao
~ 0IIlar (Sj)aclIyI
. 21..
9 2001
011667 L
~.<?~;'l /lfl'u v"1
DUE 1O(OA AS A CONSEOlJENCE Of):
I :
DUE 10(00 AS A CONSEQUENCE Of):
DUE 10(00 AS ACONSEOlJENCE Of)'
WERE AUTOPSY FINDINGS
A""'lA8LE PRIOR 10
COMPLETION Of CAUSE
Of DERH1
MANNER Of DEATH
DATE Of INJURY
(lion'" Da~. """"
~
o
o
3. 191 - 26
White
SURVIVING SPOuSE
III _.. Qt'Ie n\MIen nAme)
-
CoIy_
1 7055
2311. 2 .
~ CASE REfERRED TO MEDICAL ElCAWlNERiCOAONER? ~
~.O No
a.
I AppIo.....,. PART II: 0IIler Illlflollc........- OOnln'.Uling 10 _'h. but
:-- _r-.oIingin....~__nPARTI
1---
!/J ,,..}
TIME Of INJURY
INJURY AT WORK1
DESCRI8E HOW INJURY OCCURRED
Acctdef'1l
Pendtng loweSI~.tiofl
Cl
[J
o ~CE Of INJURY. "'home. '.rm~",.lactory, olfic.
buolclinQ. ole ,Spec,,,,
JOe.
Hat",..
Hom~
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NoD
Sutclde
Coutd IlOI be delermtneQ
_. 2....
CERTifieR ICF'eck oo~ one.
.CE.RTIFYING PHYSICIAN I_Ph,.StC.aIl Cet'IIIYIrl(j c.auseol <Jealh when JnOftlt!f 5)twSIC<an tlds ptOf\Ollncec1lkdlrl ano cClInplt.>Ied lI~n 2Jl
To"'- bee. o. m, lr.nowledQ41, de.th occurred due 10 the cauae(I)..Ad manner.l .,.ted. .
z
5l
~
o
:s
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. PRONCUNC:NG AND CeRTIF,.,.':' PHi'SiejAN tPflVSlCr.an (lOU; ;.>fOflOllil(.'ll9 \Jedln dll(J l:et1dYIIl(j Iv 'dUst! 01 dedlhl
To the be.. 01 my knowledg., death occ",r" _,&he am., d.... ~nd place,.nd due to ah. cause(I' aod mann.r.. stilled
.YEDICAL EXAMINER/CORONER
On 'hi b..ie of ..amination .nd/Of investigation. in my opinion, death occurred at the lime, date. and place, and due to the cause(s) and
m.nner as stated. . . . . . . . . . . . . . . . .
)1.
REGISTRARS SIGNATURE AND NUMBER
. Jluuu./ fAU.., ~~_
l:&l a j 1:lL
_ 0 NoD
SIGNATURE
~ JIb. ______~____
lICENSE NUM ER DATE SIGNED '104"'.... Oa.. Veall
[] Jle rn a/rS".J~/<f _ Jld. "'/-~~:~1/________
NAME AND ADDRESS Of PERSON WHO COMPLETED CAUSE OF DEATH
(lIem27lTypeor Pllnl ~ .rt;:J~A C....,.J<ol?k, A"P
o Zl,/~ ,~, v;l.." /41 . ,
J2. "n.!e. -VIe. ~'.o.,. Pc: / /L1.J .I
DATE Fl 0 (MOOIh Pay. Yea"
aI/ember t 2.W/
)
. .
. .
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:2/-01- /053
Dnnt mill nnn ill-pshtm.cnt
OF
JOAN M. PETRO
BE IT REMEMBERED, that I, JOAN M. PErRO, of 209 Westview Drive, Mechanicsburg,
r-bnroe Township, Permsylvania, being of sound mind, rnarory and understanding, do
make, publish and declare this as and for my Last Will and Testament, hereby revoking
and making null and void any and all Wills and Testaments and writings in the nature
thereof by me at any time heretofore made.
ITEM l: I direct that all my just debts and funeral expenses be paid as soon
after my demise as may be convenient.
ITEM 2: All the rest, residue and ranainder of IT!Y estate, of whatsoever nature
and wheresoever situate, whether it be real, personal or mixed, including property
over which I have a power of appoinbnent, I give, devise and bequeath unto my husband
Thanas A. Petro, absolutely, provided he survives me for a period of thirty (30)
days.
ITEM 3: Should my husband, Tharas A. Petro, predecease me, fail to survive me
for a period of thirty (30) days, or should we die simultaneously, I then give,
devise and bequeath my entire residuary estate unto my issues in equal shares per
stirpes.
ITEM 4: I app:>int Fanners Trust of Camp Hill, Pennsylvania as guardian,over any
property which passes either under this Will or otherwise to a minor and with respect
to which I am authorized to appoint a guardian and have not otherwise specifically
done so, provided that this app::>intment of a guardian shall not supersede the right
of any fiduciary in its discretion to distribute a share where fX)ssible to the minor
or to another for the minor's benefit. Such guardian shall have the };Ower to use
principal as well as incane, from time to time for the minor's support and education,
(including college education, both graduate and undergraduate), without regard to his
or her parent I s ability to provide for such support and education, or to make payment
for these purpJses, without further res};Onsibili ty to the minor's parent or to any
k~. (1L;
(SEAL)
.' .
, .
. I
"
person taking care of the minor.
ITEM 5: I direct that my hereinafter named Executor pay all inheritance, estate,
succession arrl legacy taxes of whatsoever nature and kind, to which my Estate or the
transfer of any property passing hereunder or otherwise passing by reason of my
denise, and may be subject and to charge such taxes against ~ residuary estate, it
being my intention that none of the aforesaid taxes, either federal or state, or any
property required. to be included in my gross estate, tmder the provisions of any
state or federal law nCM in force or hereafter enacted, shall be prorated. arrong the
persons interested. in my Estate to whan such property is or may be transferred or to
whan any benefit accrues.
ITEM 6: I appoint my husband, Thanas A. Petro, as Executor of this my Last Wil
and Testament. Should my husband predecease me, fail to qualify, cease to act or
renounce probate, I then appoint Joseph Petro as alternate Executor of this my Last
Will and Testament. Should Joseph Petro prooecease me, fail to qualify, cease to act
or renounce probate, I app:>int Christine M. Doppes and Thomas A. Petro Jr. as
Co-Executors of this my Last Will arrl Testament.
ITEM 7: I direct that my Executor, guardian or their successors shall not be
requirerl to give 0000 for the faithful perfonnance of their duties in any juris-
diction.
IN WITNESS WHERIDF, I have hereunto set my hand and seal this 3,1, d day of
/J?~~\J
, 1983.
w
~J;~
J~ M. PErRO
l./
(SFAL )
(...
.' .
.. .
..
COMf'.DNWEALTH OF PENNSYLVANIA
OOUNTY OF Y tJ V k
Qt ttnJ m illyO . . flfltlJ ji 10, IE,!
;:ge nL a, Air I/u ~. the Testatrix a!{ the witnesses respectively. \'hose
names are signed to the attached or foregoing instrument, being first duly sworn, do
S8
We,
and
hereby declare to the undersigned authority that the Testatrix signed and executai
the instrument as her last will and that she had signed willingly (or willingly
directai another to sign for her), and that she executai it, is her free and volun-
tary act for the purJ;Oses therein expressed, and that each of the witnesses, in the
presence and hearing of the Testatrix signal the will as witness and that to the
best of their knowlErlge the Testatrix was at the time eighteen years of age or
older, of sound mirrl and under no constraint or undue influence.
~rn to and subscribed to before me
this (-f/tJ day of
h" a..A. ~
. ~'-
My Ccmnission Expires:
~
./'
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Joan M. Petro
Date of Death: November 5,2001
Estate Number: 21-01-1053
To the Register:
I certifY that notice of beneficial interest 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
November 28,2001:
Name
Christine M. Doppes
Thomas A. Petro, Jr.
Joseph Petro
Address
375 Stumpstown Rd., Mechanicsburg, PA 17055
72 Pinedale Rd., Carlisle, P A 17013
278 Richland Rd., Carlisle, PA 17013
Notice has now been given to all persons entitled
o under Rule 5.6 ( a) except N/ A.
Date: November 28, 2001
Name: Jan M. Wiley, Esquire
0\
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o
a:
\:;;~ cf
Address: One S. Baltimore St.
~
~
. ~..., ~
Dillsburg, P A 17019
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Telephone: (717) 432-9666
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Capacity: Counsel for personal Rep.
NO. 21-01-1053
INVENTORY
OF THE PERSONAL PROPERTY
AND REAL ESTATE OF:
JOAN M. PETRO
Late of: Monroe Township, Cumberland County, PA
DATE OF DEATH: 5TH DAY OF NOVEMBER, 2001
FILED:
$
PAGE
rY\ .
e-J
COMMONWEAL TH OF PENNSYL VANIA
: SS
COUNTY OF ~ :
JOSEPH tETRO, being duly sworn according to law, deposes and says that
he is the Executor of the Estate of Joan M. Petro, late of Monroe Township,
Cwnberland County, P A, deceased, and that the within is an inventory made by
Joseph Petro, the said Executor of the entire estate of said decedent, consisting of
all the personal property and real estate, except real estate outside the
Commonwealth of Pennsylvania, and that the figures opposit h item of the
Inventory represent it's fair value as of the date of ed t'
L!a". / l.:s / .e; ~J4
liD '.3
Notarial Seal
S. Dawn Gladfelter, Notary Public
Dillsburg Boro, York COunty
My Commission Expires May 11, 2006
Member, PennsytvamaAssociationofNotarfes
/"?- 2/ - / C
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
JAN M WILEY ESQ
THE WILEY GROUP
1 S BALTIMORE ST
DILLSBURG
.02
JuL -1
:(016
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-24-2002
PETRO
11-05-2001
21 01-1053
CUMBERLAND
101
'*
REY-1547 EX AFP CDl-02)
JOAN
M
Allount Rellitted
l....
PA 170i.9i'd
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 ~
REY:is4-j-ix-AFi'--coi-:ozl--NOTici--oF-INHiififANci-TAi-jrPPRAisiifEN:r;-"Li.-OWAifci-ifi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PETRO JOAN M FILE NO. 21 01-1053 ACN 101 DATE 06-24-2002
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. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
130,342.92
5,455.49
.00
.00
52.420.46
.00
6,035.23
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Totel 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
I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. 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
(9)
(10)
NOTE:
34,561.61
11.712.67
(11)
(12)
(13)
(14)
.00 X 00 =
147,979.82 X 045 =
.00 X 12 =
.00 X 15 =
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
194,254.10
46.274 28
147,979.82
.00
147,979.82
(19)=
.00
6,659.09
.00
.00
6,659.09
TAX CREDITS:
rATnt:nl 1(t:~t:~"'1 (+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
01-22-2002 CDOO0785 299.25 5,685.75
05-21-2002 CDOO1200 .00 674.09
TOTAL TAX CREDIT 6,659.09
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 PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
/7-~, 1- /-..3
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG1 PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-IU7 EX AFP (01-02)
'02
JUL -1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
:U:-> COUNTY
ACN
06-24-2002
SPIDLE
10-14-2001
21 01-1056
CUMBERLAND
101
KENNETH
R
ANDREW C SHEELY ATTY
127 S MARKET ST
PO BOX 95
MECHANICSBURG
Allount Rellitted
L
PA 178ggn(;.
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V:i6'ifj-E;f-AFP--foi-:02.r------...--iNirERi'~fANCE--TA;f-ST'irfEMENT-ifF'-AC-Couiff--...------------------ ---
ESTATE OF SPIDLE KENNETH R FILE NO. 21 01-1056 ACN 101 DATE 06-24-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-27-2002
P R I NC I PAL TAX DU E : ...........................................................................................................................................................................................................................
1,753.35
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-09-2002 CDOO0734 78.95 1,500.00
04-19-2002 CD001088 .00 16.90
05-28-2002 CD001221 .00 157.50
TOTAL TAX CREDIT 1,753.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WILEY JAN M
1 S BALTIMORE STREET
DILLSBURG, PA 17019
-------- fold
ESTATE INFORMATION: SSN: 191-26-1533
FILE NUMBER: 2101-1053
DECEDENT NAME: PETRO JOAN M
DATE OF PAYMENT: OS/22/2002
POSTMARK DATE: OS/21/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 11/05/2001
NO. CD 001200
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $674.09
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$674.09
REMARKS: JAN M WILEY ESQUIRE
CHECK# 5146
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
JAN M WILEY ESQUIRE
1 S BALTIMORE STREET
DILLSBURG, PA 17019
-------- fold
ESTATE INFORMATION: SSN: 191-26-1533
FILE NUMBER: 21 - 2001 - 1 053
DECEDENT NAME: PETRO JOAN M
DA TE OF PAYMENT: 01/23/2002
POSTMARK DATE: 01/22/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 11/05/2001
NO. CD 000785
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,685.75
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$5,685.75
REMARKS: JOSEPH PETRO
C/O JAN M WILEY ESQUIRE
CHECK#109
SEAL
INITIALS: DO
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
()
v/
STATUS REPORT UNDER RULE 6.12
Name of Decedent:30Qy\ N,Pe.-1-rrJ
Date of Death: lut>v. 5. 2-CO 1
Will NO.~-Df - l{)S.3
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~.
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 m~e attached to this report.
\,
Date: ;!)tZI \O~
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( 1n ) Lf!W -9 i.J iI~
Tel. No.
Capacity: Personal Representative
\( Counsel for personal
~repre5entative
(MAH:rmf/AM3)
REV-1500 EX + (6-00) OFFICIAL USE ONLY
. COMMONWEALTH OF PENNSYLVANIA REV-1500
/ ? - c:k(- /0
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 01 1053
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Petro, Joan M. 191-26-1533
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
11/05/01 08/27/1934 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ B 3. Remainder Return
CHECK 1. Original Return r Supplemental Return (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
~ate of death after 12-12-82)
PRIATE 6. Deceden1 Died Testate 7. ecedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) (Attach a copy of Trust)
BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between 0 11. Election to taxunder Sec. 9113(A)
12-31-91 and 1-1-95) (Attach Sch 0)
:f.ijJ$.:::$..jQt;(MQ$ji'ijFt.)r~QMij~tjI1KAijij::Q.Qijij~ijijFt..::i:@QN~jb.i.lttIAU1.iHNmijMAnm;r$6.QijUi::e::b~_fjttfQ.~::
NAME COMPLETE MAILING ADDRESS
COR- Jan M. Wiley, Esauire One s. Baltimore st.
RE- FIRM NAME (If Applicable) Dillsburg, PA 17019
SPON
DENT '!he Wiley Group
TELEPHONE NUMBER
717-432-9666
130,342..92 OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1 )
5 455~9 ..
2. Stocks and Bonds (Schedule B) (2) , --
3. Closely Held Corporation, Partnership or Sale-Proprietorship (3) Nohe
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 52,420.46 ",;
f'..J
6. Jointly Owned Property (Schedule F)
0 Separate Billing Requested (6) None
,....
RECA- .-
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION ~ ,..
Non-Probate Property (Schedule G or L) (7) 6,035.23
8. Total Gross Assets (total Lines 1-7) (8) 194,254.10
9. Funeral Expenses & Administrative Costs (Schedule H)(9) 34 , 561. 61
10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) (10) 11,712.67
11. Total Deductions (total Lines 9 & 10) (11) 46,274.28
12. Net Value of Estate (Line 8 minus Line 11) (12) 147,979.82
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 147,979.82
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) X .0 (15)
-
TAX 16. Amount of Line 14 taxable at lineal rate 147,979.82 X .0 45 (16) 6,659.09
-
COMPU- 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00
TATION 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00
19. Tax Due (19) 6,659.09
20. D ~QBe.GKij~~:nt::Yoij\l\ij~:ij~&Ve.$.ijJijQ:Aije.fiUijpjm.~~NH'~ve8.~4YM~N't::l
......... ...... ......................................................................................................................................................................................
.... ......................... ............. ............................... .................................. ..... ............... . . . . . . . . . . . .
~
o PA15001
NTF 29755
:::::}'i.i.::ae:Sw.RemO':ANsweB:AUi:QVeStnON$.):>N:BAGEH~:A~f(l:Beo8ecKMIi.,t8i{
..................
:::.:.;:::::::::;:::::::::::;:;:;:::::
.....................................
Copyright 2000 Greatland/Nelco LP - Forms Software Only
Estate of: Joan M. Petro
21-01-1053
SUMMARY OF AU.OCATIONS ro BENEFICIARIES
Taxable at lineal rate
Joseph Petro
Christine M. Doppes
Thomas A. Petro, Jr.
53,350.10
47,314.86
47,314.86
147,979.82
PA REV-1500 EX (6-00)
D'ecederit's Com lete Address:
STREET ADDRESS
209 westview Drive
Page 2
CITY
Med1anics
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
STATE
PA
ZIP
17055
(1)
6,659.09
5,685.75
299.25
Total Credits (A + B + C)
(2)
5,985.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3) O. 00
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) 674.09
A. Enter the interest on the tax due. (5A) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 674 . 09
PLEAS'j: ANSW'ER THE"F"6LLO"WINCi"ciuESTION'S'S'(PLAC"iNCi"AN";;x;j"iN"TH'E"APp'ROF)"r{"iATE S"i..OCKS" ....
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ..... 0 : . . . . . . . . . . . . . 0 . . . . . . . . . . 0 . . . . . o' ~ I
b. retain the right to designate who shall use the property transferred or its income; ...... 0 . . 0 . . . . 0 . .
c. retain a reversionary interest; or. . . . 0 . 0 . . . . . . . . . . . . . . . . . . . 0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 . . . . . 0 . . . . . ., 8 1?:9
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . 1?:9
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . 0 . . . . . . . . . . . . . . . . 0 . . . . . . . . . . . . . . . . . . 0 . . . . . . . . 0 . . . . . . . ., 29 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.
Under penalties of perju I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowled d b lief, i is ue, correct and complete. Declaration of preparer other tllan the personal representative is based on information of
which e a er h an kn led eo
SIGN TU RS ONSIBLE FOR FILING RETURN DATE
~I
oJ--
Dills
PA 17019
Fiir'dat;;s"of"ct"~at';' on or'aft'~;: July i~ 1994 and beiore January '1: 1 9'9'S':the' tax rate imposed 'c,'ri'th;; netvalue of transfers to or for ih~ use of th'e su'rv;ving's'~;;use
'i530/. .' .
[72 P.S.li 9116(a)(1.1)(i)).
For dates of death on or after January 1, 1995, the tax rate is 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) (ii)).
The statute r1np.~ not p-xAmo1: a transfer to a surv,viog 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,
orastepparent of the child is 0% [72 P.S. !i9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use at the decedent's lineal beneficiaries is 4.5%. except as noted in 72.P.S.li 9116(1.2) [72 P.S.li 9116(a)(1)].
The tax rate imposed on the net value of transfers to ortor the use of the decedent's siblings is 12% [72 PoSo li9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual
who has at least one parent in common with the decedent, whether by blood or adoption.
o PA1S002
NTF 29756
Copyright 2000 GreatlandlNelco LP - Forms Software Only
Estate of: Joan M. Petro
21-01-1053
The following person (s) are signing the return as representative (s) of the estate:
Joseph Petro
278 Richland Rd.
Carlisle, PA 17013
,.
mas! Will ann ID.eglamtnt
OF
JOAN M. PETro
BE IT REMEMBERED, that I, JOAN M. PETro, of 209 Westview Drive, Mechanicsburg,
Monroe Township, PeI'ln$ylvania, being of sotmd mind, marory and tmderstanding, do
make, publish and declare this as and. for .Il\Y Last Will and Testament, hereby revOking
and making null and void any and all Wills and Test.aIrents and writings in the nature
thereof by me at any time heretofore made.
ITEM 1: I direct that all Il\Y just debts and funeral expenses be paid as soon
after Il\Y' demise as may be exlnvenient.
ITEM 2: All the rest, residue and ranainder of Il\Y estate,' of whatsoever nature
and v.heresoever situate, whether it be real, personal or mixe:i, including property
over which I have a potNer of appointment, I give, devise and bequeath unto Il\Y husband
Thanas A. Petro, absolutely, provided he survives me for a period of thirty (30)
days.
I~ 3: Should Il\Y husband, Tbanas A. Petro, pre:i~e me, fail to survive me
for a period of thirty (30) days, or should we die simultaneously, I then give,
devise and bequeath my entire residuary estate unto my issues in eqUal shares per
stirpes.
ITEM 4: I appoint Farmers Trust of Camp Hill, Pennsylvania as guardian-over any
property which passes either tmder this Will or otherwise to a minor and with respect
to which I am authorize:i to appoint a guardian and have not otherwise specifically
done so, provided that this appointment of. a guardian shall not superse:ie the right
of any fiduciary in its discretion to distribute a share where p::>5sible to the minor
or to another for the minor's benefit. Such guardian shall have the };OWer to use
principal as well as incqne, from tirrle to time for the minor's support and e:iucation,
(including college education, !nth graduate and undergraduate), without regard to his
or her parent's ability to provide for such support and education, or to make payment
for these purposes, without further responsibility to the minor I s parent or to any
~;h.(2L;
.~ M. PETRO
(S~)
Person taking care of the minor.
ITEM 5: I direct that my hereiJlafter name:1 Executor pay all inheritance, estate,
succession and legacy taxes of whatsoever nature and kind, to Wlich my Estate or the
transfer of any property passing herennder or otherwise passing by reason of my
demise, and may be subject and to charge such taxes against my residuary estate, it
being my intention that none of the aforesaid taxes, either federal or state, or any
property required to be included in my gross estate, under the provisions of any
state or federal law now in force or hereafter enacted, shall be prorated am:mg the
persons. interested in my Estate to whan such property is or may be transferred or to
whan any benefit accrues.
ITEM 6: I appoint my husband, Thomas A. Petro, as Executor of this my Last Wi
and Testament. Should my husband predecease me, fail to qualify, cease to act or
renounce probate, I then appoint Joseph petro as alternate Executor of this my Last
Will and Testament. Should Joseph Petro prede6ease me, fail to qualify, cease to act
or renounce probate, I appoint Christine M. Doppes and Thomas A. Petro Jr. as
Co-Executors of this my Last Will and Testament.
ITEM 7: I direct that my Executor, guardian or their successors shall not be
required to give boIll1. t'9f the fai~ul performance of their duties in any juris-
diction.
IN WI'ThlESS WHEREOF, I have hereunto set my hand and seal this ;5'.'l J. day of
-'/71 d..A__<_~/'-J
, 1983.
~
/'.. . WJ;
, k)71 " JbLl(;~
/ /
~J;.~
J~ M. PETRO
(SEAL)
<XMvDNWFALTH OF PENNSYLVANIA
<DUNTY OF y" V Ie.
88
JJ9/1J 4 11./, ky
!/
, the Testittrix and the witnesses respectively,
and
whose
names are signed to the attached or foregoing instJ::unent, being first duly sworn, do
hereby declare to the undersigned authority that the Testatrix signed and executed
the instrument as her last will and that she had signed willingly (or willingly
directed another to sign for her), and that she executed it, is her free and volun-
tary act for the purposes therein expressed, and that each of the witnesses, in the
presence and hearing of the Testatrix signerl the will as witness and that to the
best of their knowledge the Testatrix was at the time eighteen years of age or
older, of sound min:l and under no constraint or undue influence.
SWorn to and subscribed to before me
this (Jill day of h, cu U.....
1983.
lALrf:m2hro1l!~~
My Cannission Expires:
(lWIi:!!'I;~. t{Hmiir.rIl~. f!GH\R'f ftlllllC
iiH..i,sm,mS tMJi'lm!~H~ VOiUt CUUtU\,
liiV Cll'/.j~MSSiOi\l UPI>lfS llt'C. 27. lil8li
lL1sffJ~tf,__:riJi,.Itil.i~~t.'t~~r~ Ail~t.i;;;bt~:ji.t at ,toWf8ft: ~
~
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Joan M. Petro
SCHEDULE A
REAL ESTATE
FILE NUMBER
21-01-1053
All real property owned solely or as a tenant In common must be reported at faIr market value. Fair market value is defined as the
price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell. both having
reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right of survivorshIp must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 Sale of real estate situate at 209 Westview Drive,
Mechanicsburg, PA:
129,900.00
2 Tax Proration due estate from sale of real estate:
442.92
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
130,342.92
7 CPA21 NTF 10904
Copyright Forms Software Only, 1997 Nelca, Inc,
04112/02
16:22
'a'717 761 4072
A.
U.S. DEPARTMENT OF HOUSING and URBAN DEVELOPMENT
SETTLEMENT STATEMENT
CORNERSTONE
LAND TRANSFER, INC.
4705 East Trlndle Road
Mechanicsburg, PA 17050
Phone: (717) 730-9664 Fax: (717) 730-9665
CAP REG LAND TR
~002
OMB No. 2502-0265
T1TLEPAO
lahrp/ini
8. TYPE OF LOAN
1. (}Ij FHA
4. ( )VA
6. FILE NUMBER:
20227
B. MORT. INS. CASE NO.:
2. [ J FMHA
5. r ) CONV. INS.
17. LOAN NUMBER:
0017678160
3. [ J CONV. UNINS.
C. NOTE: This form is furnished to give you a "talement of actual settlement costs. Amounls paid to and by the settlement agent are shown. lIems marked
'(p.o.c.)' were peid out.ide the closing; they are shown here fOI informalional purposes and are not included in the lolals.
o NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF' SELLER: F. NAME ANO ADDRESS OF LENDER:
Donald A. Fahnestock, Jr, Estate of Joan M. Petro PHH Mortgage Services
Joseph Petro,Executor
G. PROPERTY LOCATION:
MECHANICSBURG
209 WESTVIEW DRIVE
MONROE TOWNSHIP
CUMBERLAND COUNTY
H. SETTLEMENT AGENT: I. SETTLEMENT DATE:
CORNERSTONE LAND TRANSFER, INC. 04/08/02
PLACE OF SETTLEMENT:
4705 EAST TRINDLE ROAD, MECHANICSBURG PA
J. SUMMARY OF BORROWER'S TRANSACTION:
100. GROSS AMOUNT DUE FROM BORROWER
101. Contracl sales prIce 129900 . 00
1D2. Personal oropertv
lD3. Settlement charoes to borrower (Jlne 1400) 6534 . 92
1D.
105.
Adiustments for items paid by seller in advance
106. CilylTown lax '0
!D'Countylax 04/08/021012/31/02 204.51
108. ASSQiSmenls to
109, SCHOOL 04/ 08 / 0 2to 0 6 / 3 0 / 02 2 3 8 . 41
110.
"t
112.
to
120. GROSS AMOUNT OUE FROM BORROWER
136877.84
20C. AMOUNTS PAID BY DR IN eeHALF OF BORROWER
2D1. Deposit or earnest money
202. Principal amount of new loan(s)
2D3. Existing loan(s) teken subiect to
204..
1000.00
128702.00
20S.
208.
207. Sellers Concession
K. SUMMARY OF SELLER'S TRANSACTION:
4DC. GROSS AMOUNT DUE TO SELLER
401.Contractsalesprice 129900.00
.02.Personal prOperly
.03.
4Q4.
.05.
Adjustments for ilems paid bv seller in advanoe
4D.. CilvrroWn lax ID
407. County lax 04/ 0 8/ 02to 12/ 3 1/ 02
408.Assessments to
204.51
409. SCHOOL
.10.
411.
412.
04/08/021006/30/02
238.41
10
42D. GROSS AMOUNT DUE TO SELLER
130342.92
SOO.REDUCTIONS IN AMOUNT OUE TO SELLER
s01.Excess deposit (see instruotions)
S02.Selliement charaes to seller (line 1400)
503.Existino 10an(Sltaken subject to
5o..Payoff 01 First Mortgage Loan
9206.98
60S. Payoff of Sscond Mortgage Loan
608.
4900.00 m~Sellers Concession
me.
509.
4900.00
208.
209.
Adjustments for Items unpaid by seller
210. CilylTown lax to
21 t. Count\{ tax to
2' 2. AssQscmen fs to
to
213. SCHOOL
.214.
215.
215,
217.
21B
219,
22C. TOTAL PAID BY/FOR BORROWER
300. CASH AT SETTLEMENT FROM OR TO aORROWER
301. Gross amount due Irom corrower (line 120)
302. Le.. amount oaid bv/for borrower (line 220)
303. CAS~ROM} (~TO) B~AoweFl
V 1<:.L1.2 ,J:I!j J..-
'--" /
134602.00
136877.84
134602.00
2275.84
Buyer or Borrowlir1s Signature
stO.Cllvrrown laX
St1.Ccuntv tax
512. Ass.essments.
S13. SCKOOL
SH.
515.
516.
517.
518.
519.
Adiustments lor items unpeld bv seller
to
to
to
10
520. TOTAL REDUCTION AMOUNT DUE SELLER
BOO. CASH AT SETTLEMENT TO OR FROM SELLER
S01.GroBs amount due to seller (line 420)
B".Les. reduction amount due seiler (line 520)
.03C~,~XTO~ ([ ~eLLER
--,.. L-l~;j \ ,rvv-.
:J
14106.98
130342,92
14106.98
116235.94
Seller's Signature
HUD-l Rov.51B6
04/12/02
16: 23
'8'717 761 4072 CAP REG LAND TR
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
141003
OMS No. 2502-0265
~
L. SETTLEMENT CHARGES 20 2 2 7
700. TOTAL SALESlBROKER'S COMMISSION baoad on prtce $
Division 01 Commission (line 700) as follow",
70 I. $ 3 7 7 5 . 0 0 to
702. $ 3 725 . 00 10
70S. Commission aid at Settlement
704. Transactio
SOD, ITEMS PAYABLE IN CONNECTION WITH LOAN
601. Loan Orl inatlen Fee %
802. Loan Discount %
603. Appraisal Fee to
804. Credit Report 10
805. Lenders Inspection Fee
S06. Mort a e Insurance Application Fee 10
607. Assumption Fee
60S. MI Prem.
60ll. Flood Cert
610.
611. Third Part Fee Paid by PER Mt .
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest from 04 08 02 1004 30 02
902. Mortga e Insurance Premium for
903. Hazard Insurance Premium lor
904.
905.
000. RESERVES DEl'OSITED WITH LENDER FDA
001. Hazard Insurance 3 mo. 4lI $
002. Mort a e Insurance mo. @ $
1003. CHyfTown lax mo. GlI $
004. Count tax 4 mo. @ $
1005. Assessments mo. III $
DOS. School Tax 11 mo.@$
007. mo. @$
OOS. A Ad . mo. @ $
1 DO. TITLE CHARGES
101. Selllement or c10sin fee 10
102. Abstract or Iltie search to
103. Title examination to
1 t04. Title insurance binder to
105. Document preparation to
1106. Notar fees to
1107. Allomey's tees to
(includes above items No.:)
1OS. Title lr1surance to.
(includes ebove IIams No :)
109. lender's coverage $
1'0. Owner's coverage $
111. Endorsemen
112. C.S.Letter
Howard Hanna
Members 1st FCU
Members 1st FeU
3 POC
47 POC
347.00
HUD
Stars
1902.00
19.50
to Members 1st FCU $2600.97
OC
C$
Iday
567.64
$285 POC
87.37
Imo. 71. 25
Imo,
Imo.
Imo. 93.20
Imo.
Imo. 961.07
Imo.
Imo, -211.49
23.75
23.30
POC
6.00
'13.
200. GOVERNMENT RECORDING AND TRANSFeR CHARGES
'201. Recording fees: Deed $ 25 . 50 Morlga e $ Misc. $
202. Cltlcounlytax/slamps: D....d$ 1299. OOMor! a e$
203. State tax/slamps: Deed $ 1299 . 00 Merlga e $
204. Transactio Re Max Realt
205 Home nspection and Termite Cert $390 POC to Penn Pest
300. ADDITIONAL SETTLEII4ENT CHARGES
1301. SUNe to
1302. Past fnspection to
1303. Wtr Cert
1304. 02 Co Tw
1305. Tax Cert Carlea Lenker
400. TOTAL SETTLEMENT CHARGeS (onler on IInas 103 and 502, Sections J end K)
1102 1103
128,702
129 900
CORNERSTONE LAND TRANSFE
1104
CORNERSTONE LAND TRANSFE
Fidelit National Title
65.00
1299.00
1299.00
125.00
75.00
6534.92
273.98
3.00
9206.98
Parlles agree In41 no liability III ...umed by SeUlemllnt Agenllor the l!Icc\J1acy 01 informallon IUlnished by olhers as shown on \l'Ie HVD.l S.l\Illmanl Slalamenl. SeUlement Agen' hereby
S1xpr.aU
'.ur..... the rigol 10 ceposll any .rnounlc eoUeel.d lor alt.oufumonl In an lnl.rnl bearing Ilccounlln . Fed.'1I11y inllul1Id in..lIlutlon efld 10 oredit any Inla,nlllo Utnad IQ II..
own 8ccounl IS addllior
CQlTIpensatlon lor ilia servica. In this Itanseclion. .
HUO CERTIFICATION OF SUYERS ...NO SELLERS
ttlement Statement and to the besl 01 my knowllildgQ .an~...tili I 1. ill8 a I~ci accurate $tat9menl of a~l receipts. and dlsburs.sment
c::tlon. J h.::.thQr certify fn.lill J have received a copy 01 thli~UD. Set.m nt ent.
L. ..
Buye, or BOrfow_r'1J SlgnalUft
Buyar'aAddrass & PhGna:
s.w.,.. Slgllalur. ~..... A,)
Seller's New Address & Phon.~ D
') I S. 13"" 1..+. S{. _:
fIW\.'y..j:/c...
U... 1'\.1"''1
e...."
P-9.( t,
red I. . lru. and Beautal. .ccount olIN, trar\lac\ion. I flOI..... c:oIund or will caUGe Ih.. lund'IO be dlsbuI."d in .accorda.nc. with this stalemanL
t./ - r.-o 2-
:C"
make false a1Qlem.nlJ 10 lha Un/I,d Slales on tnia Of any aimller t . ?enalll.. upon oon"'IOIlOn elln Include I IIn_ and ImprisonmenL For details see
n 1001 and S.~Uon 1010. /-IUD.l Rev. 5'86
REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Joan M. Petro
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-01-1053
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO.
DESCRIPTION
VALUE AT DATE
OF DEATH
1 American Express Account No. 01063443724 7 002:
5,455.49
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5,455.49
7 CPA31 NTF 10905
Copyright Forms Software Only, 1997 Nelco,lnc.
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Joan M. Petro
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-01-1053
Include proceeds of litigation & date proceeds were received by the estate. All DrOD. lolntlv-owned with right of survlvorshlo must be disclosed on Sch. F.
ITEM
NO.
DESCRIPTION
VALUE AT
DATE OF DEATH
1 American Express Account Number: 00017603309 0 021:
2 M&T Bank Olecking:
36,086.49
1,183.21
3 Members 1st Account #166412-00:
37.94
4 M&T Bank Savings:
1,814.98
5 Verizon (refund):
18.67
6 Allstate Insurance (refund):
7.60
7 Hardy's Auction Service (sale of personal property):
8 Verizon (refund):
13,108.30
3.27
9 Met-Ed (refund):
10 Misc. Refunds :
9.39
150.61
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
52,420.46
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1510 EX + (1-97)
. .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Joan M. Petro
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-01-1053
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF EXCLUSION
ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S (IF TAXABLE VALUE
RELATIONSHIP TO DECD & DATE OF TRANSFER.
NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE)
1 American Express IRA #02043443724 8 6,035.23
002:
TOTAL (Also enter on line 7, Recapitulation) $ 6.035.23
7 CPA01
NTF 10910
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco, Inc.
mM&fBank
November 27,2001
RE:
Estate Search
The Estate of:
Date of Death (D.O.D.)
JOAN M PETRO
11/5/2001
To Whom It May Concern:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
D.O.D. Accrued Interest
Balances
(Includes Accr.
Int.)
$1183.21 $.00
CHK
944742
OPENED 8/80
15004200904793
OPENED 5/90
JOAN M PETRO
THOMAS A PETRO
JOAN M PETRO
4329
SAY
4329
$1814.01 $.97
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
No Safe Deposit Box titled in the Decedent's name existed at our office.
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORATION
BY:
~ ~
(" ,
. /~'\J?' ~
Authorized Signature ~
DATE:
, I !?7/tJ!
Manufacturers and Traders Trust Company · 1100 Wehrle Drive, P.O. Box 767, Buffalo, NY 14240-0767
<!l
Advanced Advisor Group
December 5, 2001
Jack Benkovich, CFpTU, CFS
Senior Financial Advisor
CERTlRED FINANCIAL PlANNER TM
practitioner
Jan M. Wiley, Esquire
The Wiley Group
1 South Baltimore Street
Dillsburg, PA 17019
American Express
Financial Advisors Inc.
IDS Life Insurance Company
Westwood Center
4661 Trindle Road
Camp Hill, PA 17011
Bus: 717.761.4208 Ext. 26
Fax: 717.761.6282
john.a .benkovich@aexp.com
Re: Estate of Joan M. Petro.
I am in receipt of your letter dated November 14,2001 requesting information concerning
the estate of Joan M. Petro.
The account open dates are listed below. The remaining information is contained in the
letters from our Estate Settlement Team in Minneapolis (copies attached).
Mutual Funds - 0106-3443724 7 002
Date Opened
3/30/1993
- 0204-3443724 8 002
Date Opened
3/20/1996
IMA - 17603309 0 021
Date Opened
1/24/2001
Please contact me if you have any questions.
Sincerely,
JAB/lek
Enclosures (2)
American Express Financial
Advisors Inc. Member NASD.
An AEFA associated financial
advisor franchise. Insurance and
annuities are issued by IDS
Life Insurance Company. an
American Express company.
American Express Company is
separate from Am erican Express
Financial Advisors Inc. and
is not a broker-dealer.
-"..
*1iiiI
Financial
Advisors
-
<<:;CQ)[?)")f
IDS LIFE INSURANCE COMPANY
AMERICAN EXPRESS FUNDS
AMERICAN EXPRESS CERTIFICATE COMPANY
AMERICAN EXPRESS BROKERAGE
70100 AXP Financial Center
Minneapolis, MN 55474
November 20,2001
JOHN A BENKOVlCH JR
WESTWOOD CENTER SUITE A
4661 TRINDLE ROAD
CAMP HILL, PA 17011-5603
Dear JOffi.J" A BENK.OVICH JR:
Thank. you for your recent inquiry regarding JOAN M PETRO's accounts. These are the values of the
accounts as of 11/05/2001.
Mutual Funds
Account Number
010634437247002
~ ''''"1 02043443724 8 002
/Ii-' . \ ((
72!'V
.D.O, _ . IMA
~'
Account Number
000176033090021
Total Value
$5,455.49
$6,035.23
# of shares
233.041
595.190
Asset Value Per Share
23.410
10.140
Total Value
$36,086.49
We appreciate the opportunity to be of service to you. Please contact us if you have any questions.
Sinc~eJY,
,/ ) f
I I. i.-JC,f~
l~l v
t/~ . /
Lori Warn
Death Settlements Processing Team
70310 AXP Financial Center
Minneapolis, MN 55474
888-723-8476 Enter 13931
insurance and annuities are issued by IDS Life Insurance Company, an American Express company.
'"
(C@[P))f
Financial
Advisors
IDS LIFE INSURANCE COMPANY
AMERICAN EXPRESS FUNDS
AMERICAN EXPRESS CERTIFICATE COMPANY
AMERICAN EXPRESS BROKERAGE
70100 AXP Financial Center
Minneapolis, MN 55474
November 8, 2001
JOHN A BENKOV1CH JR
WESTWOOD CENTER SUITE A
4661 TRlNDLE ROAD
CAMP HILL, PA 17011-5603
Dear JOHN A BENKOVICH JR:
We have received notification of JOAN M PETRO's death. The deceased's name appears on the following
accounts. At the end of this letter, you will find a list of beneficiaries shown in our initial review of the
deceased's accounts.
Account Information
Mutual Funds
Account Number
010634437247002
020434437248002
Ownership
Individual
IRA - beneficiary designated
lMA
1\ccountNumber
000176033090021
Ownership
Individual
Account Disposition
1\ccount disposition is based on how an account is owned (the ownership type). The following
information will help you understand the process that will be used to settle the accounts. .
Disposition for Individual ownership
Upon the death of the owner, all mutual fund, certificate, brokerage, annuity accounts issued before January
19, 1985 and life insurance accounts registered in individual o'wnership become part of the estate for
distribution. If there is a contingent owner named on a life insurance or annuity account ownership passes
directly to the contingent owner.
Disposition for IRA - beneficiary designated ownership
Upon the death of the owner, all IRA accounts pass to the named beneficiaries. To determine the
distribution options available, please consult a tax advisor. If all IRA accounts will not be fully distributed
to the beneficiaries within the year of the owner's death, we recommend the accounts be transferred into
beneficial ownership by year end. This ensures we are able to meet IRS Form 5498 reporting requirements.
Transferring to beneficial ownership is not a taxable distribution to the beneficiary.
Disposition for Individual ownership
Upon the death of the owner, all mutual fund, certificate, SPS Advantage and brokerage accounts, annuities
issued before January 19, 1985 and life insurance accounts registered in individual ownership become part
of the estate for distribution. If there is a contingent owner named on a life insurance or annuity account
ownership passes directly to the contingent owner.
insurance and annuities are issued by IDS Life Insurance Company, an American Express company,
Financial
Advisors
Required Documents
In order to take appropriate steps to settle the accounts we will need these documents:
Certified Death Certificate
(For accounts: 000176033090021,010634437247002,020434437248002)
The death certificate must be an original document that bears certification from the health department or
local registrar and includes the cause of death.
Estate Settlement Form (3248F)
(For accounts: 00017603309 0 021, 01063443724 7002,020434437248002)
To process a settlement on a Mutual Fund, Certificate or Brokerage account, we need a completed Estate
Settlement Form 3248F from each beneficiary. A completed form should include full existing account
identification, claimant information, taxpayer certification and required signatures in sections 1, 2, 4 and
10. For additional instructions on completing this form, please see page 6. Incomplete information would
cause further delay.
Certified Letters of TestamentarylLetters of Administration
(For accounts: 000176033090021,010634437247002)
This document confmns' who is appointed as the legal representative of the estate. The document must be
court certified and dated within 60 days of the date the corporate office receives it. In Iowa, Montana, and
New York, letters must be dated within 180 days.
If you wish to complete settlement this tax year, all requirements must be received by December 14, 200l.
We will handle requests after this date as quickly as possible. However, we cannot guarantee that
processing will be completed by year-end for this year's tax reporting.
Please contact us if you have any questions. Thank you.
Sincerely,
;1""\
~' Wct.-
()/v'
Lori Warn
Death Settlements Processing Team
70310 AXP Financial Center
Minneapolis,:MN 55474
888-723-8476 Enter 13931
Attachment: Beneficiary Information
insurance and annuities are issued by IDS Lite Insurance Company, an American Express company.
<I>
Financial
Advisors
Beneficiary Information
IDS LIFE INSURANCE COMPANY
AMERICAN EXPRESS FUNDS
AMERICAN EXPRESS CERTIFICATE COMPANY
AMERICAN EXPRESS BROKERAGE
10100 AXP Financial Center
Minneapolis, MN 55414
We have the following beneficiaries on record for the deceased's accounts.
Account Number: 010634437247002
Designation:
Not applicable for this ownership type.
Account Number: 02043443724 8 002
Designation:
PRIMARY BENEFICIARY
JOSEPH PETRO
SON 1 00%
Account Number: 000176033090021
Designa tion:
<Not applicable for this product.>
Insurance and annuities are issued by IDS Life Insurance Company, an American Express company.
MembersJ
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 LOUISE DRIVE
P. O. BOX 40
MECHANICSBURG, PA 17055
1 -800-283-2328 or (717) 697-1161
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
166412 -00
03/04/1997
$37.94
$.00
$37.94
None
TIERS I_ST
tk1~ A. A~ders
Insurance Products Supervisor
I
. . CREDIT UNION
November 26,2001
Estate of: JOAN M. PETRO
Date of Death: 11/05/2001
Social Security Number: 191-26-1533
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Joan M. Petro
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-01-1053
Debts of decedent must be reported on Schedule I.
ITEM
NO.
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
1 John Bechtel Funeral Home:
489.64
2 Malpezzi Funeral Home:
3 Diocese of Harrisburg (grave):
7,216.50
650.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
0.00
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
9,700.00
0.00
4.
Probate Fees
0.00
5.
Accountant's Fees
0.00
6.
Tax Return Preparer's Fees
0.00
See Schedule attached
Total from continuation page (s)
16,505.47
7 CPA11 NTF10911
Copyright Forms Software Only. 1997 Nelco, Inc.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
34,561. 61
Page 2
Estate of: Joan M. Petro
21-01-1053
SCHEDUlE H, PARI' B -- Administrative Costs
Item
No. Description
Amol.ll1t
7 Register of Wills (probate):
8 CUmber land law Journal (advertise):
9 The Sentinel (advertise):
258.00
75.00
97.07
10 Register of Wills (filing fee):
11 Notary Fee:
25.00
10.00
12 Hardy's Auction (conunission & fees):
1,138.52
13 Bank Fees:
29.90
14 Dillsburg Septic Service:
165.00
15 US Treasury:
81. 00
16 Larry Adams Well Systems:.
275.00
17 Real estate closing settlement costs:
14,106.98
18 Runner @ sale:
20.00
19 sale Help (7 people):
224.00
'IOI'AL. (carry forward to main schedule) . . . . . .
16,505.47
REV-1512 EX oj- (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Joan M. Petro
Include unreimbursed medical expenses.
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21-01-1053
DESCRIPTION
AMOUNT
1 GMAC (payoff loan):
2 'Ihe GM Card:
3 Comcast (cable):
4 Bankcard services:
5
Columbia Propane:
6 AT&T:
7 Allstate Insurance :
8 Verizon:
9 Waste Management:
11,325.36
151.50
3.26
23.90
111.04
1.10
50.00
41. 85
4.66
7 CPA12 NTF 10912
Copyright Forms Software Only. 1997 Neloo, Inc.
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
11,712.67
REV-1513 EX + (1-97)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Joan M. Petro
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Joseph Petro
278 Richland Rd.
carlisle, PA 17013
2 Christine M. Doppes
375 stumpstown Rd.
Mechanicsburg, PA 17055
3 'Ihomas A. Petro, Jr.
72 Pinedale Rd.
Carlisle, PA 17013
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
son
daughter
son
21-01-1053
AMOUNT OR
SHARE OF ESTATE
53,350.10
47,314.86
47,314.86
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
7 CPA13 NTF 10913
TOTAL OF PART" -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
0.00
Copyright Forms Software Only, 1997 Nelco, Inc.
(If more space is needed, insert additional sheets of the same size)