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Home My WebLink About08-18-05 v . 15Ol1 EX + (t"") ~ ~ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FilE NUMBER 21 COUNTY CODE 05 YEAR 0214 NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 260601 HARRISBURG. PA 17128-0601 CF~'C:AL USE O~JL'(' -- DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Nappi, Vincent G. 044-38-5658 ... z DATE OF DEATH (MM-DD- YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FilED IN DUPLICATE WITH THE UJ 0 UJ 06/20/2004 I 04/06/1947 REGISTER OF WILLS u UJ 0 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Nappi, Linda 181 1. Original Return 0 2. Supplemental Return 0 3. Remeinder Return (date of death prior to 12-13-82) UJ ... 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death after 0 5. Federal Estate Tax Return Required <en 0::" 12-12-82) 1181 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach of Will) copy oITrust} I 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 12-31-,91 and 1-1-951 THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIALTAX INFORMATION SHOULD BE DIRECTED TO: AME COMPLETE MAILING ADDRESS Sean M. Shultz, Esquire IRM NAME (If applicable) Knight & Associates, P.C. " :.)o..u ~oo :.)a::...J 0..11I 0.. < .... enz UJUJ 0::0 O::z 00 Uo.. ElEPHONE NUMBER 717/249-5373 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o ;:: :3 ::> ... iL < u UJ 0:: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 8. Total Number of Safe Deposit Boxes o 11.Election to tax under Sec. 9113(A) (Attach Sch 0) 11 Roadway Drive, Suite B Carlisle, P A 17013 (1 ) (2) (3) (4) (5) (6) (7) OFFICIAL USI".QtJL Y 1~~;;:) c::,:,.") j-~'-I ::0 rn .C"J I. (::) ~;J '.,.J :i'n 1.::1 . C,~ :!:] - C') ,'''' .:'C, ~""1 None 30,280.00 "~J l 1 'J .' - None "- ,; None '-.0 -G 401,833.04 119,881.29 27,980.97 ,...J '.l1 (8) 579,975.30 (9) (10) 20,565.09 5,354.76 (11 ) 25,919.85 (12) 554,055.45 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 554,055.45 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, 554,055.45 x .00 (15) or transfers under Sec. 9116(a)(1.2) z .045 (16) 0 16.Amount of Line 14 taxable at lineal rate x ;:: < ... ::> 0.. 17.Amount of Line 14 taxable at sibling rate x .12 (17) :E 0 u )( 18. Amount of Line 14 taxable at collateral rate < x .15 (18) ... 19. Tax Due (19) 0.00 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 >>BE SURE TO ANSWER ALL'QUESTIONS ON REVERSE SIDE AND RECHECK MATH <<\ 'j": i'~~~;:i:;';:li7j:;';J;f~~,f:~i\;:. '. ;oPVright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1067 Pebble Court CITY Mechanicsburg STATE PA ZIP 17050 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 B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (3) 0.00 (4) (5) 0.00 (5A) (5B) 0.00 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE A. Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;............................................................................. D ~ ~: ~::::~ ~h~e~~~~i:~:~s:~~e~~s~~~. ~~~~I. .~.~~. ~~~. :.~~:.~.~. .t.~~.~.~~~~.~~.~. .~.~ .i.~. ~~.~.~.~~~.'.'.'.'.'.'.'.'.'.'.'.'.'.'.'::::::::::::: ~~..... ~ ~ d. receive the promise for life of either payments, benefits or care?........................................................... D ~ 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. Under penalties of pe~ury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, il is true, correct and complete. Declaration preparer other than the personal representative is based on ail information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Linda Nappi DATE 18010 Lake Reflections Blvd. Lutz, FL 33558 r g'-/O -tJ) DATE ADDRESS ADDRESS 11 Roadway Drive" Suite B Carlisle, P A 170 b DATE 9; IS-/ DS- For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of ( [72 P.S. ~911 of assets and D-:> e. 1=t\ L\ to .CD : rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% !:!JJ2Ja transfer to a surviving spouse from tax, and the statutory requirements for disclosure n if the surviving spouse is the only beneficiary. For dates of ( The tax rate i parent, an ae f\ P D '3,...., Ll c\D The tax rate " ...... L 1.2)[72 P.S. ~\~ (\ The tax rate ~ ...-J. ~ L( 0 under Sectic.. _ . __, __ -.:::. Gte ,<..\D m a deceased child twenty-one years of age or younger at death to or for the use of a natural d is 0% [72 P.S. ~9116 (a) (1.2)]. or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined, t one parent in common with the decedent, whether by blood or adoption. *' SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERIT ANCE TAX RETURN RESIDENT DECEDENT ESTATE OF .. NappI, V mcent G. I FILE NUMBER 21-05-0214 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ./" ITEM DESCRIPTION UNIT VALUE VALUE AT DATE 0 NUMBER DEATH 1 Konink1ijke Aho1d Stocks 7.57 30,280.00 TOTAL (Also enter on line 2, Recapitulation) 30,280.00 F *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Nappi, Vincent G. I FILE NUMBER 21-05-0214 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 2003 Jeep Liberty DESCRIPTION VALUE AT DATE OF DEATH 15,000.00 2 Ahold USA 401K - Fidelity ENV MG013600, MG 35846B 294,831.28 3 Jefferson Pilot Annuity #3500844352 39,621.21 4 AIG/AM General IRA #DB000576 5,516.01 5 Putnam IRA #A013044385658-BBBM 5,258.60 6 Teamsters Credit Union Certificate of Deposit #2041291004 31,026.37 7 Teamsters Credit Union Savings Account #2041291004 9,188.15 8 Refund from South Carolina realtor on commission 1,391.42 TOTAL (Also enter on Line 5, Recapitulation) 401,833.04 . SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT =STATE OF Nappi, Vincent G. I FILE NUMBER 21-05-0214 , an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS 'RELATIONSHIP TO DECEDENT Wife A Linda Nappi 18010 Lake Reflections Blvd. Lutz, Florida 33558 JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF ITEM Include name of financial institution and bank account number DATE OF DEATH DATE OF DEATH FOR JOINT MADE DECD'S VALUE OF NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST estate. 1 A 04/08/2000 Wachovia Bank Account #6233-8167 146,090.36 50% 73,045.18 2 A 05/07/2003 High Performance Money Market Account 93,672.21 50% 46,836.11 #1010072343137 TOTAL (Also enter on line 6, Recapitulation) 119,881.29 '. SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Nappi, Vincent G. FILE NUMBER 21 - 05 - 0214 ITEM NUMBER This schedule must be completed and filed if the answer to any of QuestIons 1 throu, DESCRIPTION OF PROPERTY Include the name of the transferee, their relationship to decedent and the date of transfer, VDALTUEEOOFFDAESASTEH Attach a copy of the deed for real estate, A T h 4 on page 2 is yes. 0/0 0\ '-EXCLUSION D\=CD S ( (IF APPLICABLE) INTEREST TAXABLE VALUE Property situate at 1067 Pebble Court, Mechanicsburg, P A made joint with Linda Nappi on 4/20/2004. Property sold on July 16, 2004. See attached copy of Settlement Statement 61,961.93 50% 3,000.00 27,980.97 TOTAL (Also enter on line 7, Recapitulation) 27,980.97 JL/16/2004/FRI 10:06 AM SECURED LAND FAX No, 717 59l 8506 P. 002/004 :il.m.nt St.ument u.t. D.panm.nt of H~~lng ~d Urban DeveloplMnt OMa ApPfOvel No. 2SQ2-Q2eE I .r I ?U, Loan FHA '2. [ J FmHA VA 5. [ ] Cpnv.lna. 3. (X I Conv.Unlns. e. fie N\IITlO4r: 1004011 ~.cH 7. Loan Number. ~~388037 8. MortQ/lQo 1n'1Il1In~ 0... Number: . . IrE: THIS NOTe IS FtJRNISI:fED TO GIVE YOU A STATEMENT OF ACTUAl. Smt1!MI!NT COSTS. AMOUNTS PAID ro AND BY THE SETTLEMeNT AGENT ARI: SHOWN. ITEMS MARKED '(f.O.C.)" WERE PAID OUTSIDE THl: CLOSING; THE;)' ME. SHOWN HERE FOR. INFORMATIONAL PURPOSES AND NOT INCLUOED IN.lliE TOTAl~., . . m. and Addree. of Borrower I Eo Name and Addr," of tleU.r IF, ~ame and AddBS_. of l.endar ' ,THAN M. FISHEl. AND HOU-V M. FISHEL UNDA NAPPI NATIONAL OnY MOR1l'OAGE co. 3232 NEWMAAJ( DRIVE" !ERITAGe COIJRT ' . MlAMISBURG:. OH "53~2 -lANICSeURG. PA 1~O . PA . ~OPERTV lOCATION ?ESSI.E COURT. iANICSBURG.. PA 17060 H. Settlement Aijent eCUREO LAND Pla~ of Settlement 101 OLD SCHOOLHOUSE LANE MECHANlcseURG, PA 'MMAAY OF BORROWER'S TRANSACTIONS t<. SUMMARY OF SBLI.ER'S TRANSAOTIONS ~ro" Amount Due Prom 50rrowor 400. OrolS AmoUJlt DIJ.l'o S.U.r ~rchase Prlcs '162,OQO.aO 401. Purohaee PrfCO $182,000.00 ,=>ersona/ Proplfr1y 402.PersonalPnJporty Settl.mant Charll" to BQrrow.r $6,391.89 403. 404. " 405. Jtments For Itlrns palei By ~cller In AdV~nc. AdJu5tm.nta For 't.ms "aid By Staller In Advance Cltyfrown Taxes 406. CltyfTown Talle. County TllXe8 397.aSlyr 7/1612004 /0 1/1/200~ $183.72 407. County Tlll(o. 391.881yr 7/1612004 to 1/112005 '183.72 A,,~ts . . 408. Assessments School iaxet 1,M8.78/yr711612004 to '1/112006 $1,494.72 4051. Scheel Tax.. 1 ,558.78/yr 7/161200'1 to 71112005 . $1,464.72 Sewer 115.OOIqtffOt 7/1612004 to 1011/2004 $98.25 410. Sewar 115.00/qtr fo( 7/1612004 to 10/1f:ZOO4 $9U5 Ol.lefl130.OOImo '0(7/161200410 81112004 $67.10 411. Dues 130.00IJ'(\0 (or 7/1612004 to 811/2004, $87.10 412. ,. Ikttl.ment Pilote 1 Dl$but"m~t.~at., . 7JW2004 ~:OO:OO AMfl/16120Q4 Groat Amount Due From 'orrow.r I S190.~3.48 420. Gra.. Amount Due To 8.Uor I $183.841.79 Amounts PaId By Or ,In BotIalf Of BolTOwer . 800. Reductlons'n Amount Due To Seller =-Smelt Money . .. $3,000.00 501. EXl;{l$' depolllt Prlnclpel rrom NDtlonal City MortgaQ$ CQ. $137.000.00 ~02. Sattlement Chargn To Sener (IIrtl 1400) $16.259.78 Exlstlng loen(e)l8k,O '!l.l]jeqt 10 ., . - 503. ExI.tJng Loen(s) raken SUble.Qf To DlllCQunl Cred[( from Nation$! CIty Mortgage Co. $1,712.80 504. N.i Pllyoff to NorthWQQt Savings BAnI< '105,020.08 Appllcalfon Fee Cr$dIr from National Clty Mortgege $294.00 505. Payoff of 8ocond Mortgagq \..oan 506. 507. , . 506. 609. JGtn141nta For Itemf VfI4lald By Seller Adjustment; For Itoms Unpllitl By SoUer Cir/fTovm Taxes ' 510.CltyrrownTaxelil County TllX&e " . .. . S11.CountyTaxea AsseslIments 512. Aellenrnenls 513. 514. 516. 516. . . 617. /j18. .' 5111. \ i. Total Paid lSylPor Borrower . Cuh AlS.ttlement ProllllT 0 l!Iorrower . Grolfl Nnounl Due From BoI'l"OW8t (line 120) '. I.ew Amounla.PlIIdBylF.oc Bo~ (I1ne220l I 5142,000,50 S20. 'rota! AeduQtlon Amount DuelS"'.' I 600. O;t.h At Settlement ToJltrom Seller $190.233.48 801. Gro.a Amount Due To ~Iler Olne4201 I f142.OCS./SO 602. Lee. D8<WlltIona In Amt. OUe'to Seller (line 820) I - 5121,879.86 I I .i83....'.7U $121.81'.lI.8e ,\ · ".{ .":. JUL/16/2004/FRI 10:06 AM SECURED LAND FAX No. 717 59l 8506 P. 003/004 101182 - CH Qttlon,ont Strteme ~,Tot.1 salu Comml..lon 182000.00 G e.5 % -11830.00 310n of COI11'11lIl~on (lIne 700) As. Foll~: ,$11630.0010 ERA.NRT,lnc. , Belling Agent Commlss!Qn , ComnIsslon pllld at aatllement , Trantaet!on Fee to ERA-NRT, Ino. Tmnsacllon Fee to ERA.NRT, Inc. , Item. payablo In Connectlon Wltfl "'oal\ , Orlglntllfon Fee % 10 National City MongaglS 06. , Loan DIscount . Appraisal Fe$ to OOMls Slover . Credit Report to cac Omit Sel'llees . Lender', inspection Feli . Underwrlllng Fee to NElllonal Clly MQrtgllge Co. , Tax SeNlte 10 Trans AmerIca . I=lood Cett. Fee 10 Ar~ Amarlcan ~ood bal; Servlcell :Proce~slrig Fee to NllliooifClty f;1oitgagc Co. ..-. '.ltem. Requlrod By l.endorTo B. PaId In Advanc. . Interest from 01/16104 1008101/04 @23.16/day .. Mor\{,Jage InalJ~nce Premlum for l. Hazard In, Preml\lm Nat/<lnwld& (poe 0.00) '0. RHervn D,posited With Lender 11. H(ulrd Inaureoce )2. Marlgage Insuntnc;1S 'J. City Property TlIX" H. County Tex Re,eMl4.00CO 1710 C 83.181 mo 10 NlItlomll 01 Mortgaj)8 Co. l6. School tax 3.00001710 @ 119.38' mo II;! Nat/o"aJ City Mortgage Co. ;9. Aggregate Aooounllng AdJU$tn1~t from Natklnal Clly MortlllilgQ Co. lO. Title 0f111rge5 Pace 2 Paid' FI'Ol'1't 9oITowet'. p.jd Fmn Wer'. ' FUl'IdG ^I s.iIltlfT1lll1t, . Fu~ At. 8~ement ~;t .~ .<t ~~J ,",I 511,830.00 , 128.00 , '125.00 (. $1,370.00 $:leO.CO f19.oo $160.00 $7'7.00 S7.110 '- ..-..... ,- ~--- -.. $375.36 S132.84 $358.14 -$18l3.70 )1. Setlfemeot Or Closing Fee " )2. Ab$tract or lltle Search . 03. Title Examll'rllllon D6. Notary fees to Cash $10.00 f10.00 J7. Momey fen to Hllnn 6 Knight, P.C. $190.60 18. Tltfe Insurance to Se~red Land iransfere . Mechllnlcuburg 51,268.75 )9. Lender's Coverage $137000.00 ($) 10. OWf\er'1 coverage $182000.00 ($1288,75) 11. Enc!orsempnt 100.500.900.82010 Secured Lan<! TI'IIMre~ . MecIlenlcsburg $200.00 UJrLS\Jre~.pIo9Inq Protection Letter 10 Flr~ Amerlc:un Title Insurance Company '35.00 16. '1l1re Fee 10 Se<:ured'Lena Transfors. Mechanlcebvrti . -- .. - ---. '. '- " .... ;20;1l:) .-- ._-.. ----.. 29. POQ Print to Secured ~8nd Transfers. MechanlCllburg , $50.00 22. Mall Fee \Q Secured Lllnd Transflll'$ - Machanlcsburg $15:00 115.00 23. ReImbursement POA Recording Fee to Hanft!lo Knight. P.C. $17.00 t 00. GQVerrtlt'llllU RlIcordlng And Tnll'lsfer phargOl 01. RecOl'Qlng ~ll8s: Deed $ 3a.sO; Mortgage $ 70.80 02. Clly/CO\InlyTaxlStamps 1820.00 03. State D~ed Tex S 1620.00 05. all. MIsc. Release Rao. Fee Record 1 sl Deed ,00. Addltlon;t/ 8.ttJ~lt'IlInt Ch.rgeG 02. Pesl ~8pec;~on to (POC liMO) . ' 'OJ. Home Wllrramy to AON HOl)'leWlllTMly ;04. Sewer 7/8/9 to Harr.pden Tow~'p ~wer Author" 10S. 2004105 Smocl TllXes to I<!tllvyn W. Fell'ow, Tax Collector 100. OUll17/04 to Orvn(lQ/l Farms Communlt)' APodellon lOT. Home Inspej:tlon to 00235.00) 108. RedOC'llnepecClon 10 (POC 100.00) 100. Total Settl.mtnt Chargu Enter Qf\ line. 1~, ~'*n oJ Alld 502, ..otIon $6.391.69 518,2$9.78 ave cllIe ully revJewt<1l11e H .1 Be ln9rIl Statement an I;l"t trrJ know and be crt k I. trull and accurate atement I ,lie ts and dllt1u~1I 1ll11Y account or by me In ltIl. transaction. I ~~...rtItY ;t I heV~ reoel~d. oopy :LI.:;~1 S$Ulome~nt St~"~" . ~ . ~ '~t~ ~/~y '71 '. " .~ ) 'an.~./ A A . I. Unda NaPp'. P pa I;~~ et . an $109.00 $1,820.00 51,820.00 139.50 .~ . ;. . . .. . . ,.'" . ,', t409.oo $11'-00 $1,658.78 4130.00 *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER 21 - 05 - 0214 ESTATE OF Nappi, Vincent G. Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: ,. I 1 Iovanne Funeral Home 18,075.02 2 Flowers 150.00 3 Death Certificates 100.00 4 Giordano Brothers - footstone 636.00 5 51. Lawrence Cemetery 620.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number{s) I EIN Number of Personal Representative{s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees to Knight & Associates, P.C. 600.00 3. 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 4. Probate Fees to Register of Wills 143.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Cumberland Law Joumal- advertise letters 75.00 2 The Sentinel - advertise letters 166.07 TOTAL (Also enter on line 9, Recapitulation) 20,565.09 *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER I 21-05-0214 ESTATE OF .. NappI, Vmcent G. Include unreimbursed medical expenses. /' ITEM NUMBER 1 UGI - gas bill DESCRIPTION AMOUNT 35.10 2 Northwest Savings - mortgage payment 3 Condo Fee 4 PAWater - water bill 5 Verizon - phone bill 6 PPL Electric 7 White Plains Hospital - medical bill 8 Dr. Dan Costin - medical bill 9 Stand Up MRl - medical bill 10 Cabella Visa - medical bills 11 Empire Blue Cross 12 Dr. Charles Stacy - medical bill 13 Dr. Steven Gruenstein 14 IRS Tax Error (2003) - payment 861.98 130.00 28.85 164.57 124.05 20.00 308.00 20.00 1,273.60 440.00 643.00 21.61 1,284.00 TOTAL (Also enter on Line 10, Recapitulation) 5,354.76 ,EV-1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I FILE NUMBER 21-05-0214 RELATIONSHIP TO AMOUNT OR SHARE DECEDENT OF ESTATE . T",.taals' ESTATE OF Nappi, Vincent G. I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Linda Nappi 18010 Lake Reflections Blvd. Lutz, Floria 33558 wif"". 1 00% residue Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shee t II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEt ~- LAST WILL AND TEST AMEN~ (Q) \?'t OF VINCENT G. NAPPI ,/' 1" I, VINCENT G. NAPPI, of 1067 Pebble Court, Mechanicsburg, Hampden Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last \Vill and Testament, hereby revoking and making void all previous \Vills and Codicils heretofore made by me. 1 I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my personal representative, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. " ~ 2 '" I give, devise and bequeath the rest, residue and remainder of my estate, together with all " insurance proceeds thereon of whatever nature and wheresoever situate to my ,brloved sp.o~se, LINDA NAPPI, of 1067 Pebble Court, Mechanicsburg, Hampden Township, cu.Jiij~:gt C~~~ty, ; Pennsylvania, providing that she survives me by sixty (60) days. -~;.7, z: -! - -' .. ~~ .. ;~~ ~1 ~~~ ~ fj~-6, -, -::J :>. ~ J ~ \ -- .. U1 -J 1 ~ ~~:~ l: ~.._J - ..-..~ - '.-'j- -' ~..- -. ,-'-, . , 1'\' ,": -" :,::! 0~'; JJ .~) -;, . .. LAST WILL AND TESTAMENT OF VINCENT G. NAPPI 3 Should my spouse, LINDA NAPPI, predecease me or die on or before the si~tieth (60th) day . . follo\ving my death, then I give, devise and bequeath the rest, residue an,d remp.i'n.der of my estate J" . ( together with all insurance proceeds thereon of whatsoever nature and wheresoever situate in equal shares to my daughter, MARLENE \VOLF ofPleasantville, NY, and my step-daughter, JOHNNA CHAPMAN of Middletown, CT, and my step-daughter, LISA HILL of Middleto\\oTI, CT, who survive me by sixty (60) days per stirpes. It is further my desire that my personal representative, after consultation with any heir or heirs of mine who survive me, and in his, her or its own discretion, choose such articles from my tangible personal property (exclusive of cash, stock certificates, bonds, and all other tangible evidences of intangible personal property) as he, she or it believes will be useful to such heir or heirs or desirable for him or her or them to have, either from a sentimental point of view or otherwise, and to deliver such articles to such heir or heirs or among such heirs in equal or unequal shares as determined by the further exercise of his, her or its discretion, provided no other heir objects to the distribution. All tangible personal property not so distributed is to be sold, either publicly or privately, by my personal representative, adding the proceeds of such sale or sales to my residuary estate and to be disposed of in equal shares among my surviving heirs after payment of my estate debts, taking into account the tangible personal property otherwise provided to them. ) ~ ~ "'-., '" 4 ~ ~ I grant my personal representative the following po\vers in addition to and not in limitation of such powers as my personal representative shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments 2 1 " " LAST WILL AND TEST AMENT OF VINCENT G. NAPPI under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. . . .~ , I To manage, operate, repaIr, Improve, mortgage or leas). on aqy.tenns any real estate held or owned by my estate. (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or (c) property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my personal representative the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my personal representative shall see fit in his, her, or its absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute in cash or in kind upon any division or distribution of my estate. (j) To undertake any and all acts deemed necessary and proper by my personal representative for the proper, advantageous and prompt management of the settlement of my estate. 3 LAST WILL AND TEST AMENT OF VINCENT G. NAPPI (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar propertr o:vned in his own , . right, upon such terms and conditions as to him, herJ.or it play/seem best and to execute and deliver all instruments and to do all acts which he, she or it deems necessary or proper to carry out the purposes of this, my Last Will and Testament. 5 No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my personal representative for the liability of such beneficiary. 6 ~ f' " \. ~ ~ ~ \. I nominate, constitute and appoint my spouse, LINDA NAPPI, as Executrix of this my Last Will and Testament. In the event my spouse is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my daughter, MARLENE \VOLF, as personal representative of this my Last Will and Testament. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. 7 I hereby declare it to be my express desire that my personal representative employ the law firm of Michael J. Hanft, Esquire, of Cumberland County, Pennsylvania, for legal advice and assistance regarding this my Last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the 4. . ...... ...t~ LAST WILL AND TEST AMENT OF VINCENT G. NAPPI administration of my estate, and the execution of the powers herein mentioned. Any mention of Michael J. Hanft, Esquire in this my Last \Vill and Testament, is my free an? y.oluntary act and through no influence by any person. /" ./' J" " .~ . IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this If).r/h day of r1/Ctf'dL ,2001. \VITNESS: pP 11-Jjc; ~(~ akJ/1~' t .' ~ ~ \ 5 LAST WILL AND TESTAMENT OF VINCENT G. NAPPI ACKNO\VLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 1. ./" ( ( SS. I, Vincent G. Nappi, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. d~2i11~' Sworn or affirmed and acknowledged before me by Vincent G. Nappi, the Testator, this / {)rt.hday of matCh ,2001. ~(Y{ .~ Notarial Seal Denise L. Nye, Notary Public South Middleton Twp., Cumberland County My Commission Expires Feb. 26, 2005 Member, Pennsylvania Associabon ot Notaries ) 6 '. LAST WILL AND TESTAMENT OF VINCENT G. NAPPI AFFIDA VIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND . . 55. ./_ .1' .I I I I WE, jI1 Ie ~M. ~ t-/...A-i'vF-7 and -ru r y {.. Wet ( b.IL. , the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw Vincent G. Nappi, the Testator, sign and execute the instrument as his Last 'Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Last 'Will and Testament as witnesses and that to the best of our knowledge the Testator was at the time 18 or more years ofage, of sound mind and under no constraint or undue influence. ~:/7/jfJ ~("~ , , Sworn or affirmed and subscribed before me by -r;;17f ~, f)JallCU'<-- this day of M I C N-A-r..=t... :T 1-1 ~tV r; and , 2001. ~ 1 ~ F:IU.... Fo~Finn OocsIWills1l 506.2v8n. will wpJ 7 "'.!,;;, "'<I