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HomeMy WebLinkAbout96-00309 . 0- o Rl , w- o G) .. a .. '" LLI x . o Z PETITION FOI{ PIWBATE and GHANT OF LETTEI{S Estate of ~'I'^Nw:.Y- ...nWCllASZ----rlI\/~'" __c;{l- 9~ - r-30Cf also known (IS "-H/U'H.1 \/~ t ( I i ,,~~ /_-\..~ To: Regisler of Wills for the Dccca,,'r/, County of CUM!1ERL/lND in the Social Security No, 204 -07 -31 96 Commonweallh of Pennsylvania The pelilion of lhe undersigned respectfully reprcsents lhal: Your petitioner(lQ, who is1:C(~18 years of age or older anlhe execul nil in the last will of the above decedent, dated 11 /22 and codicil(s) dated NONE named . 19.-.11L A/If/'/LIJ ~(:; r(:!h',V' ItV k'lll t'r'{("o'/"// :10b /:4'/~ (slate rde\'3nl circumstances, c.g. rcnunci.llion, death or c,ccutor. cle.) Decendent was domiciled at dcath in Cm1l3ERL/lND County, Pennsylvania, with " I~ last family or principal rcsidence at CUMBERL/lNO CROSSING RET. CENTER I ,:' \~~ . (liSt streel, number and muncipality) Decendent, then 79 years of age, died OCTOBER 27 I at C()MnF:~r.ANn CROSSING RI~T. CF:NTF:R Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offcred for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent al death owned property with eSlimated values as follows: (If domiciled in Pa,) All pcrsonal property (If not domiciled in Pa,) Personal property in Pennsylvania (If not domiciled in Pa.) Pcrsonal property in County Value of real estatc in. P.e.llnsylvania situatcd as follows: 1/ j INTEREST IN 60 /lCRE F/lR~' NAIlIlTNr.TnN Tn\m~HTP, RlJ('KS ('()()NTV PA .19 95 s s s S 3M), ()()() LOC/lTED IN 250.00 nn WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and lhe gram of leners TP.STM1P.NTAIlV (testamentary; administration C.t.it.; administration d.b.n.c.t.iI.) lheron. ~ " " u ""~ '5-:- "'u " ",,0 c"': NO': _u ~o. ....- SO :; " .. in r;:g h.! (qt2l ~!::~f~;i:;:~:;q 17007 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA '"1 'S COUNTY OF cmlOERLAND ; ~ The petitioner(s) above. named swear(s) or affinn(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen. tative(s) of the above decedent pctitioner(s) will \Vclllak'~ truly adl1lin~te( the est ale according to law, (' / () rf?0' / swo..rn to or affirmed and SUbSCribed. 1 .,l{l.' I J ~L(' >~--, '" before me this 1 0111 day of I~' 7' '; "~2RII f \995-. . : ~ lI1"1( , /~,' ,,',1 ~',' " ,: i/, '('1T,. ....; /,./ :; ,. ,/ 'MARY C. LEWIS UCji;ster' ': I ~ ci lr, ,.-.:. \ '-l No ? 1 - 96 - 109 . Estate of STANLEY BLICHASZ a/k/a ,Deceased STANLEY A BLlCI1ASZ DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APR I L 15. 19~, in consideration of the pelition on the reverse side hereof, satisfactory proof having been presentcd before me. IT IS DECREED that the instrument(s) dated NOVE~IBER?? 197R described therein be admitted to probate and filed of record as the last will of STANLEY AI. ICHASZ a/k/a STANLEY A BLICHASZ and Letters TESTAMF.NT.\RY are hereby granted to CHARf.ES BLICHAS? Will Book # Page , I~ t \. I . uUI "/ Register of Wilts MARY C. LEWIS A ,l~ 411" FEES Probate, Letters, Etc, "",..., S 30~. 00 Short Certificatese ) . , , . . , , . ., S 6 .00 ~:I/p.rg~Jion ................ S I ~ . 00 ,lCP S S . 00 TOTAL _ S 111 nn Filed ...,.. ,~PRl~, J5" .19~Jl.,......... Qn~EQT n KnnAK. ESQ 1R041 A TIORNEY (Sup. Cl, (,0, No,) PO BOX 11848, HBG, PA 17108 ADDRESS 717_?1R-7151 PHONE 00 ~ :r.l c fi7 :0<1> ::! I.') C1 I ~~ r "0 , " i~ " \ ::0 (', (, ~ 0 I '~I (; ) ;p ~- \"";. ,. OJ tt) 2- ,JI. B y~ \D Called attorney on 4-16-96. ! 21 - 96 - 309 1, , n " .' 1i i ~ i " Ii ii ,I .. j , !l i J 'f :1 j: l' " i I "1 ) , I' ., , " .i no c:- ~ :ui!? 3~ 0- :J.- ron (; 'OJ ,t'. 0 ~. ;g ,"" ,c.;.o III 0 - 0- - ~i~" 0 !:;"':) :.;: _woO. : ',) :co -7o() c.' CXl :-.1 (;J :0", in )>~ C:i 0 10 - .:~~;~jA~i;\, , '>\ .~ " , , i. ,j' Recoroed OUietl of ~eglstor 01 Wille . ':,. . :~ . . ~.- '96 . APR 10' A8:09 .:,~~? ,,; ,{ Clerk-t};r:',c.'l't, Court Cumbetland Co., PA -~- , " ,. :\.. . ; ~ ..1 . ?) ,,::;.': .," ...^< ... ,. .,'-. ';1."-. " :... . .'.~ ',' ,.-- " -';" :_""~,, ,"',- " ",,' -;..;.,. ',< t.- - ,,,,,,' <".! - ;"'~ '..,.' ,-,' 1@if~?i>' , " fzJ .'.'.~ f.j N CI) ~ 'lS tJ '~ rz. H 0 ~ .'~. >< ~ "fol ~. CI) ,:;_;:t"';.. ,i~' "',<~ ~)~~~,,:~:'~; .. J.;." ~ ~ '- ~ "'.,-,," 8 ';:~i;,'~:W ", 'II)",' cn:!': . d ':S.:~:~:S; z,~,~.ti <.; .~y."c' z~.'5:~;L Oi,~.Ui'O::;; "'" 0 i" '. f;;'r. III' J:;;. i') -" UI ~-' i:,' "" ~: '):!':,' . j:'<, ,~'\g<~: 1..." . :~< ~:' ;:: -~. , ~, " " ,,', . >,,,,,. ,-; .". { ~ ,:...',: ';;:-';.: ., ~ ;.. - ,.,-;', -,., ",-',-; ~. .- ":!/. ".f~' . , l. ~ , . >:l_"~'~"" , > " ~ .., '.,) ... " . ,., .~ -','>' At;, ~ :\ MY LAST WILL AND TESTk~NT I, STANLEY BLICHASZ of New Britain, Pennsylvania, declare 'this to be my Will and hereby expressly revoke all prior Wills land Codicils and writings in the nature thereof, heretofore made by me. ARTICLE 1 I declare that I am married to XAVERIA BLICHASZ, also known as VERA BLICHASZ and that all references in this Will to "my wife" are references to her. I have two children of this marriage, now living, whose names are: CHARLES BLICHASZ, age 30 MARYANN BLICHASZ, age 27 I have no deceased children. All references in this Will to "my children"are references to the above children, as well as to any child hereafter born to or adopted by me and my wife. ARTICLE 2 I give and bequeath all of my jewelry, automobiles, books, , pictures, silverware, furniture and all other articles of personal: and household use, equipment and ornament, together with the ins- ; urance policies thereon, to my wife, XAVERIA BLICHASZ, if she survives me by thirty (30) days. In the event my wife shall not so survive me, I bequeath said articles, together with the insurance policies thereon, to my issue who shall so survive me, per stirpes, the actual division of the property to be made as my issue may agree, or in the event of a dispute as my executor may, in her discretion, direct. My executor shall represent any minor beneficiary in making such selection. If any of the personalty bequeathed in this paragraph vests in a minor, I authorize my executor to deliver such personalty to the minor at such time or ,times as my executor may deem advisable, in spite of the fact , that: I I I I ! - " the legatee is a minor, and my executor may do so without 1ia- ':bi1ity whatsoever for making such delivery, or my executor may '! deliver said personalty to the guardian of the minor or to the , :; person with d 'i said person whom said minor resides, without bond, and receipt of \ shall be a complete discharge of all obligations of myi I executor with respect to said legacy to such minor. ARTICLE 3 I give, devise and bequeath the rest, residue and . remainder of my estate to my wife, XAVERIA BLICHASZ, if she ':survives me by thirty (30) days. If my wife does not so survive me, I give the rest, residue and remainder of my estate to my issu~ who shall survive me, per stirpes. ARTICLE 4 I appoint my wife, XAVERIA BLICHASZ, Executor of this my Will. In the event my wife, XAVERIA BLICHASZ shall fail to qualify or ceases to act, I appoint my son, CHARLES BLICHASZ of North Plainfield, New Jersey, Executor of this my Will. I direct that my Executor and her successors shall not be required to enter bond or surety in any jurisdiction. ARTICLE 5 I authorize my executor to exercise the following powers , in addition to those given by law, in her sole discretion and with~ . out court approval: A. To retain any property which may at any time form a part of my estate, as long as it may be deemed advisab1ei - 2 - A. 13. - B. To invest in any property without restriction to i legal investments i , C. To register securities in the name of a nominee in manner that title shall pass on delivery; ., D. To repair, alter, and improve or lease, for any i period , I I of time, any propertYi E. To sell at public or private sale for cash or credit, , :' with or without security, to exchange or partition property and to give options for sales or exchanges; F. To borrow money from any person, including my executor, and to mortgage or pledge any propertYi G. To compromise claims; H. To make distributions in kind. ARTICLE 6 I direct that all shares and interests in my estate, whether principal or income, while in the hands of my executor, shall not be subject to attachment, execution, sequestration for any I debt, contract obligation or liability of any legatee or benefici~ry, and shall not be subject to pledge, assignment, conveyance, or anticipation. ARTICLE 7 I direct that all transfer, inheritance, legacy, estate and succession taxes, and all of the taxes in the nature thereof, ' , whether State or Federal, and interest and penalties thereon, that may become due or payable by reason of my death, with respect to the property compromising my gross estate for tax purposes, whether or not such property passes under this will, and inc1udini jointly owned property and life insurance, shall be paid out of - 3 - . -/.IJ. the principal of my residuary estate, to the extent that there is such residuary available, as if such taxes were administration expenses without apportionment or right of reimbursement. I authorize my executor to pay all such taxes at such time or times i I I as he may deem advisable, regardless of whether such taxes are then due. ARTICLE 8 I appoint as Guardians for any property passing hereunder ! to a minor, and any share of insurance proceeds and other property with respect to which I have a power to appoint a Guardian, the parents of such minor or minors. If neither parent of such minor or minors is then living I appoint my oldest surviving child as Guardian for any property passing hereunder to such minor or minors, and any share of insurance proceeds and other property with respect to which I have a power to appoint a Guardian. Such Guardian shall have the administrative powers given hereunder to my executor and the additional powers without court approval, to use principal as well as income for the minor's welfare, to invest: in any form of property without being limited to legal investments, and to retain or sell articles of tangible personalty or distribute them to the minor or any person to hold for the minor. I direct that the Guardian for the estate of a minor shall not be required to enter bond or surety in any jurisdiction. IN \~ITNESS \~EREOF, I, STANLEY BLICHASZ, hereby set my hand to this my last Will and Testament, each page of which has , 1 I ~r J been initialled by me, on IJ/JJw,I'l this 2'2' day of (I.!,:;Y_~-r>fJ'2(!1' , 1978, at Doy1estown, Pennsylvania. '~ IJ~~ d~ B~SZ Signed, sealed, published and declared by STANLEY BLICl~SZ, the above-named Testator, as and for his last Will and ~",",QP . L . v REV-1500 CIIllClllU',( nfl;' , \ COI.WO"i\',' AlIl1 01 I'nIN~,YL VMjlA INHERITANCE TAX RETURN filE HUMor R III I'AJUI,1IUI mlU III-NUl ~ 1 '1 II ) 0 ') DI'" ~'I':..ol RESIDENT DECEDENT HAHIWilllllH, 1'/\ 1 ;'1~" ()'.o, rO'JI,t,U'nf: .,.. I/lJUfI(Il l!! ",:$,. ,,0:'" w"" :tOO ,,0:-' ..Ill .. '" I- Z W o W U W o {rt (I (JIljl:,Ii;!J.'E !lAST fl~~T Alj(l I".!I[Jlf ";'11.1.11 .,'," ~t;..... t..x) IDyr",l'Il' .,-~\ II I. t' II A S I. S I 1\ ~ I. I y A !;oclAl.!)[Cli~ITYM~.'hIR p.1!(~(;f,l'H pA!lC,'I"IIT1t ~ 0 ~ -0 7 -) ') (, 0 I~ ., n II 'I ~ 0 ~ II .1 I 1 ') II ~{)I~I.l.l ~)tClJtlll' 'j;jl,'llI Il TInS HIIUIUl MUST BE flL[O lr~ DUPLICATE W1T1l tilE REGISTER OF WILLS (If AFPllo.mEISU/.l'I1'.1IlGSpouSrStl,IJJE (lAst I iR',l ioN:! I,q:rll i',lIIAII 7 7 -~ 0 -7 'I . .1 IILlCIIASZ. XAVERIA M. ... z w o z o .. ,. W 0: 0: o " o 1.0rl)inaIRetum (XI 2.Suppicmcnt.lIRctum 03 RemainderRetum IdJleolltt....poorm12U81J o 4. limlt~ Estate 0 4" Fulum InlereslCompromlse 11.....c'I)r.r.'>.l"!t:"f 1212 ~~l 0 5 Federal Estate Tal Relurn Required o 6 Decedent Died Testale 1A.,!,ll;IlCCf,tH',AI 0 7. Decedent M,1inlalOed .1livlrnj TruSII,l.ed (Cn 01 1Ml) _ 8 Tolal Number 01 Sale Deposit Bales o 9 LltMJalJOn Proceeds Received 0 10 Spous..IPovertyCredltj:l...."'l<,O"..lffl~t..,~1I 12 JI lJ1,1'11 11 <;~l 0 11. ElectIOn to tall under Sec. 9113(AIIAt\1dlScIlOI THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME C('lf'l[ 1[ M,'.llltjG AUDRESS IWIlERT D. IWIlAK .11I7 NORTIII'RONT STREET F1RMIlA.IIE III ArplfC.>t1ej KNUI'I', KOIlJ\K & IMIlI.UM. P.L'. PO \10;" II X.IS TElEPHOt,E PlUMBER S' 717 ~)X-7151 11/\RRISlllll\O I'A I7lllX IS'/ OFnCIAl USE ONLY 1. Real Estale(Schedule A) (1) (2) () .ll II () .() () 2 Slocks and Bonds (Schedule B) 3. Closely Held CorporatIOn, Partnership or Sole-Proprietorship (3) 4.l.Iongages & Noles Rccc"able {Schedule 01 (41 z o i= :3 ::l l- ii: <I: U w 0: 5 Cash, Bank Deposits & Miscellaneous Personal Property {Schedule EI 6 Jo;nUy Owned Property (Schedule F) 7.lnter.VlVos Transfers & Miscellaneous t~on-Probate Property (Schedule G or L) B. Total Gross Asseis (Iolal Unes 1.7) (B) () () II () II II (II) (12) (131 (14) (15) (16) (17) (IB) II II II ~ X 4 X II 6 0 , ~ X , ~ X II 6 II () II II ) ~ II 8 X ~ , ) 'i () X X ~ " (5) (6) (7) ~ X ,,1 X () .6 II ~ X ,~ X II 6 II 9. Funeral Expenses & AdministratIVe Costs (Schedule H) (91 (10) 10. Debts 01 Decedent. Mortgage Liabilities, & liens (Schedule l) 11. Total Deductions (lotal LlOes 9 & 10) z o ~ ~.... ....::l Q. ::;: o o 12. NOI Value 01 Estate (LlOC 8 minus LlOC 11) 13 Chanlable and GovernmenL11 Bequests/Sec 9113 TruslSlor whICh an clectlOn to tall has nol been made (Schedule J) 14 Nel Value Subjcd 10 Tall (Lme 12 minus Line 131 15. Amount ollinc 14laxable al the spousal tax rate t t See inslruct~ns on reverse sidc lor applicable percenlaQc '6 Amounl 01 hne 14 ta,able 5 X ,I X 0 al6%rate \ t 17. Amounlol line 14 taxable al15%rate x .0 II II X 06 X 15 18 Tall Duo 19 ,.,. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Under ~a!l'e$ 01 pefJury,l decl:lfe IMII h.t...c elar11lned 1M Illlum. !neluMII) ;l:corrpan'lfl<] SChOOllleS and !:.~.1!e~r.ls ;yI;j tGlhe t)(!~t c.l m, ~nO'to~cdge.1I'd bel.elltls Irue COfrl'd.lTXl complete {)eclara!.on01 prf!parer othef tI1:J"1lN> t<;onallr f!,;P.f1';t:~f> 1<, b,lSedOll atl mbrrn.lllCflol;lohlch reparN ha-:, ,1~ ~n~...'f'I11e ADDRESS II~~ IlEER I{(lAIl 1l11II.lNG SI'IlIN(jS 1''' 1711117 ADDRESS .1Il? N( lRlIl FRONT STREET HARRISll\llUj I'A 1710X DATE ~'I 4",".f7.::j()i,:J DATE "f' Decedent's Com lete Address: ';m!.11All(~!"'< , .'0 L'l1~IIlU{\.AN\l ('\{(lSSINli IlL III(L~ILN I em CAll\.lSI.L :,1/.\1 Pr\ /If' 170n Tax Payments and Credits: 1 Tax Due (page IUne 18) 2 ClOd,ls/Paymenls A. Spousal Poverty Cre<M B Pllor PaymenlS C. Oiscounl 111 J.50H.H.' Tolal C,,,,Ms I A + B + C I (2) 0.00 3. InlelOsWenaliy ,I apphcable O. Inlerest E Penaliy TolallnleresuPenaliy I 0 + E) (3) 4 III111e 2 's grealer Ihan IIIIe 1 . hne 3. enler Ihe o,IIerence. This is the OVERPA VMENT. Check box on Page 1 Line \g to request a refund (4) 5 II hne 1 + hne 3,s grealer Ihan line 2. enler Ihe d,IIerence This is Ihe TAX DUE. (5) 3.31 HAJ A Enler the inlerest on the lax due. (6A) B Enlerthe lolal 01 L,ne 5 + SA This is Ihe BALANCE DUE. (5B) J.J I HA3 Make Check Payable 10: REGISTER OF WILLS. AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BV PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transler and: Ves No a. retain the use or income of the property transferred. ............................................................. 0 lID b. retain Ihe rig hi to deSign ale who shall use Ihe property Iransferred or its mcome; .................0 lID c. retain a reversionary inleresl; or ..............................................................................................0 lID d. receive Ihe promise for Iile of eilher paymenls. benefits or care? ...........................................0 lID 2. If death occurred on or before December 12.1982. did decedenl wilhin two years preceding dealh transfer property wilhout receiving adequale consideralion? If death occurred after December 12. 1982. did decedent Iransfer property within one year of dealh wilhout receiving adequate consideralion? ...............................................................................................0 lID 3. Did decedent own an "in trust for" or payable upon death bank account or securily at his or her dealh? ......................................................................................................................0 lID 4. Did decedent own an individual retiremenl account. annuily. or olher non-probate property? ..... 0 lID IF THE ANSWER TO ANV OF THE ABOVE QUESTIONS IS VES, VOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 P S ~911f1 (n) (1.1) (i) provided for fhp 'Pdllel/o', of Ihe tax ralt' impose" 00 Ihe "01 \'alu~ of lransfof$ '0 cr for the uoe of Ihe surviving spouse from 6% to 3% for dates of death on or after July 1. 1994 and before January ,. 1995. 72 P S. ~9116 (a) (1.1) (ii) provided for the reduct,on ofthe rate Imposed on Ihe nel value of transfers to or for the use of the survivmg spouse from 3% to 0% for dales of dealh on or after January ,. 1995. The sial ute does nol ex em pi a tronsfer 10 a surviving spouse from tax, and the statutory requlfements for disclosure 01 assels and fihng a lax relurn are still applicable even if the surviving spouse is the only beneficiary. FOR DATES OF DEATH ON OR AFTER JANUARV 1. 1995 - Please answer the follow,ng question by placmg an "x" in the appropriate space. Old the decedent create a trust or similar arrangement which Is soley for the surviving spouse's benefit for his or her entire lifetime? Ves 0 No lID If you answered yes to the above question. the tax on Ihe Irust or similar arrangement is postponed until the dealh of the second spouse. at which time It will be fully taxable at the rate(s) applicable to the remainder beneficiary(ies). Enler the value of the Irust on Schedule J. Part II. in order to remove it from the calculation of the lax due 10 Ihis estate Vou may Wish 10 fite Schedule 0 in order to make the election available under Section 9113 lithe election is made. the l'lIst or similar arrangement IS taxed in the estate of the flfst decedent spouse. Ihe portion of the trust or similar arrangement which benefils the surv,vmg spouse IS laxed at Ihe zero tax rate. and Ihe remamder is taxed al the rale(s) applicable to the remainder beneflciary(ies) If you choose to make the election. you must attach Schedule 0 to a timely-fited tax return. along wllh Schedule(s) K andlor M in order 10 show the apport'onment of the Irust or similar arrangement belween Ihe surviving spollse and the remainder beneficlary(ies). ..,........ W!,lVOth\[Alllt 011'[ Ml~~l VAt.I,\ ttltl[RITMjC[ TA-.U[TURlj RfSIOrtlT nl nOrtH SCHEDULE F JOINTLY -OWNED PROPERTY ESTATE OF BLlCHASZ STANLEY A FilE NUMUER 21 96 309 II an iJsset was made Joint within one year ollho dccedent's dale 01 death. It musl bt.! reported on SChedulo G SURVlVlljGJOItH lE tl.'..lH ($) PIAM( ;.(,(11.t ~)S Ii[ lAllWSHIP TO OEC(O[tH A MARYANN (1I1.1l'IIASZ) I'll\ll'EI.I. 11J1Il'EIlAR I.ANE NEW IIRITTAIN.I'/\ IR')()I IlAlIljl1l ER B c JOINTLY-OWNED PROPERTY lETTER O'lE DESCRIPTIOlj OF PROPERTY '.or DATE OF DEATH ITEM FORJOItH I,IADE Include n.-rre 01 f;nanoal m~\ilu~()l1 a"" b.l'l" occounl numbN or ttm'lar ,.jen!lrn~ number "n;l:.11 DATE or DEATH OECO'S VAlVE OF NUMBER TEI:AtH JOlrH deed lor JOlnUy.hel(jrCale~l;te VAlUE OF ASSET 1IITEREST OECEOEIH'S IIHrRESl 1. A. ~I\J'7R REAL ESTATE LOCATED AT 1011 CEDAR DRIVE. NEW 11(,.l}(,I.~1J sn. SR,4Rn.6n BIUTAIN. I'A AS TENANTS IN COMMON. n.nn o.no n.oo n.on n.oo n.oo Il.llll n.nn Il.llll TOTAL (Also e"ler 0" line 6. Reoapllutalion) S SR,4Rn.611 (II more space IS needed. lLlsert aJcllllonal sheets 01 the same slle) ~, ,. .) C'. ~-. <.C C'J D.# ~.:~ c: uw row: a: ~ . ..) ,::,J:: ~:;; ~t.: -. ..1 - "lV.li(r(l-\l.," l!! "':S,. ,,0:'" w"" ",00 ..0:-' w..1Il ~ ~ W o Z o .. ,. w 0: 0: o " CAllClALu!>lCf<<.' REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT fiLE HUUllER ~ l) (, 3 0 l) COMMON'M:AlTH r PENNSYlVANIA DEPAATUENT Of REVENUE OEPl 2&0001 HARRISBURG PA 17U,,q,01 OEctOENrs~ flAST. FIIlST, -.KJUlOOl.E INTW.ltMI .l1rillk:U bMSl.. wUl1\ co.Mtf/XlOf 'If,IJI N..WfIll A I- Z W o W U w o BLICIIASZ. S TAN LEY o""E~eIRTH D.ltEOf OE.ATll o I~ 7 I~ 0 l) 5 SOCIAl SECUfUTl ~ER 2 0 4 -0 7 -3 I) 6 oz/13/19 6 (IF A.PPlJC,I.8l.Ej ~\'MNG SPOUSE'StiAAIE (lAST. FIRST, ANO !,lODlE IMfW.1 SOC~ SfC\.AI~ '-"'USER nilS RETURN MUST BE FILED IN DUPlICATE 'MTH THE BLlCHASZ. XA VERlA M. 7 7 - ~ 0 -7 I) 3 REGISTER OF WILLS o 1.0lginalRelum 1l\I2.Supp~menlaIRelum 0 3. RemarnderRelum I'.d""""".".,..n o UimrtedE.lale 0 4aFulurelnlere'IComprom~el'.d"",,,,,,,"'n 0 5 Federal E.taleTax RelumRequin!<l o 6. QecedentDied Teslale 1"""..,dW'1 0 7. Decedent Mainlalned a LMng TMII"",..,dTMtI _ 8 Total Number 01 Sale Deposrt Bo,e. o 9. Utigabon Proceeds Rece~ed 0 10. S_al PO'Ierty Credrt I"d""'-' ".J'''''' '....'1 0 1 \.Election 10 talUnder Sec. 9113(A)l""",",01 THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATlON SHOULD BE DIRECTED TO: NAME COMPlETEMA1UNGAOORESS ROBERT D. KODAK 407 NORTH FRONT STREET FIRM NAME tll~) KNUPP. KODAK & IMBLUM. P.c. TELEPHQNE NUMijER 717 238.7151 PO BOX 118~~ HARRISBURG PA 17108 OFFICIAL USE ONl V 1. Real E.tale (Schedule A) 2. SloCi<s and Bond. (Schedule B) (1) (2) o ,0 0 o ,0 0 3. CIo.ely Held Corporation. Partne"hip 0' SOIe.Proprielo"hip (3) z o i= ~. ;:) l- ii: < u w a: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. Bank Deposits & Miscenaneous Personal Property (Schedule EI 6. Joinlly Owned Property (Schedule F) 7.lnler.VI'/OS Transle.. & Miscellaneous Non.Probale Property (Schedule G 01 L) 8. Total Gross Assets (Iotal Lines '.7) (4) (5) (6) (7) --.----..-------.---.---- 58,~80,60 5 8 ;4 8 0 ,6 0 . (9) (101 (8) 0 .0 0 0 0 0 (11) (12) (13) (14) (15) (16) (17) (181 0 0 0 5 8 '4 8 0 ,'6 0 , , 5 8 ,4 8 0 6 0 0 0 0 3 5 0 8 8 4 , 3 ,5 0 8 8 ~ 9. Funeral Expenses & Admin~lrative Costs (Schedule H) 10. Debts 01 DecedenL Morlgage Liabilities. & Liens (Schedule I) 11. Total Deductions (Iotal Line. 9 & 10) 12. Nel Value 01 ESlllte (Line 8 minus Line 11) 13. Charitable and Govemmental8equestslSec 9113 TN.ls lor which an election to ta, has nol been made (Schedule J) z o i= ~~ I-~ Q. :Iii o (J 14. Net Value Subject 10 Tax (Line 12 minus Line 13) 15. Amounl of line 14 taxable at the spousal tax rate ' t See instructions on reve~e side for applicable percentaqe 16. Amount 01 line 14 taxable al6'1\rale 17. Amounl of line 14 taxable el15'1\rate x 06 X .15 X .0 6 0 8 0 5 8 ~ , 18. Tax Due 19. 17007 DATE ;). if Ihe.a ,::jo. I{) DATE I'A 17108 Decedent's Com lete Address: 5TR(ET "DCR[~f" " CUl-lIlERLANll CROSSING RETIREMENT cm CARLlSI.E 51AIE. I'A ll" 17013 Tax Payments and Credits: 1 Tax Due (Page 1 Line 18) 2 CredllslPaymenls A. Spousal Poverty Credit 8. Pnor Paymenls C. Discounl (I) 3,508.8~ Tolal C,edlls (A. 8. C) (2) 0.00 3. InleresUPenally " applicable D.lnleresl E. Penally TolallnleresVPenally (D. E) (3) 4. II line 2 is grealerlhan line 1 . line 3. enlerlhedillerence. This is the OVERPAYMENT. Check box on Page 1 Line 19to request a refund (4) 5. II line 1 . line 3 is grealer Ihan line 2. enler Ihe difference. This is the TAX DUE. 15) 3.318.43 A. Enler Ihe inlerest on the tax due. (5A) 8. Enler thetolal 01 Une 5 .5A. This is Ihe BALANCE DUE. (58) 3.318.43 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .............................................................. 0 lZl b. retain the right to designate who shall use the property transferred or its income; ................. 0 lZl c. relain a reversionary interest; or ..............................................................................................0 lZl d. receive the promise for life of either payments. benefits or care? ...........................................0 lZl 2. If death occurred on or before December 12. 1 982. did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12. 1982. did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................... 0 lZl 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....................................................................................................................... 0 lZl 4. Did decedent own an individual relirement account, annuity. or other non,probate property? ..... 0 lZl IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 P.S. ~9116 (a) (1.1) (i) provided forthe reduction ofthe tax rate imposed on the net valu~ of transfers !o or for the use of the surviving spouse from 6% to 3% for dates of death on or after July 1. 1 994 and before January 1. 1995. 72 P.S. ~9116 (a) (1.1) (ii) provided for the reduction of the rale imposed on the net value of transfers to or for the use of the surviving spouse from 3% to 0% for dates of death on or after January 1. 1995. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. FOR DATES OF DEATH ON OR AFTER JANUARY I, 1995 . Please answer the following queslion by placing an "x" in the appropriate space. Old the decedent create a trust or similar arrangement which is soley for the surviving spouse's benefit for his or her entire lifetime? Yes 0 No lZl If you answered yes to the above question. the tax on the trust or similar arrangement is postponed unlil the death of the second spouse, at which time it will be fully taxable at the rate(s) applicable to Ihe remainder beneficiary(ies). Enter the value of the trust on Schedule J, Part II. in order to remove it from the calculalion of the tax due in this estate. You may wish to file Schedule 0 in order to make the election available under Section 9113. If Ihe election is made. the trust or simitar arrangement is taxed in Ihe estate of the first decedent spouse. the portion of the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate. and the remainder is taxed at lhe rale(s) applicable to the remainder beneficiary(ies). If you choose to make the election. you must attach Schedule 0 to a timely,fiIed tax relurn. along wilh Schedule(s) K and/or M in order to show the apportionment of the trust or similar arrangement between the surviving spouse and the remainder beneficiary(ies). ,. ....'''''..'''"~- ...~ COMMONWEALTH Of PENNSYLVAIlIA IIlHERlTANCE TAX RETURIl RESlllEllTllECEllENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF BUCHASZ STANLEY A lI.n ....1 was mad. jolnl within on.,... olth. decod.n!. d.1e 01 de.th. rt mu.t be reported on Schedule G. FILE NUMBER 21 96 309 SURVIVING JOINTTENANTIS) IIAME ADORESS REV. TlOllSHIP fa CECEllElff A. MARY ANN (BLICHASZ) PURCELL 106 CEDAR LANE NEW BRITfAIN,PA 18901 DAUGHTER B c lETTER OATE OESCRlPTlON OF PROPERTY '1\ OF CATE OF DEATH ITEM FORJOIIff MADE Indude n3flI d 6nNlOal inSbtution;l'd ~k a::count nuntlet or similar denbfytlo nurT'Cer. Attach CATE OF DEATH CECUS VALUE Of MJMIIER TEWJIT JOINT deed Iorjoi1llY_realosta1e VALUE OF ASSET IIffEREST OECEOENTSINTEREST 1. A. 2/13/78 REAL ESTATE LOCATED AT 106 CEDAR DRIVE, NEW 116,961.20 50. 58,480.60 BRITAIN,PA AS TENANTS IN COMMON. 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL (Also enler on line 6. Recapitulation) $ 58,480.60 JOINTLV.oWNED PROPERTY: (II more space IS needed. insert addlhonal sheets at the same size) , r I' ,.. .~, N ..- ~~ c .. ;..) I ~, rJ ,..;. 0:- f3 ~ ':;'1:: 01) ~ _J :.)C \' .. Robart L. Knupp Robort D. Kodok Gory J. Imblum lAW OffiCES Of KNUPP, KODAK & IMBLUM, P.C. CAMERON MANSION 407 NORTH FRONT STREET POST OFFICE BOX 11848 HARRIS8URG, PA 17108,1848 Tolophono: 717/238,7151 Facsimila: 717/238,7158 amail: kki,law@alt.nat Robart Ewing Knupp (1909.1976) Robart H. Mauro, (1923,1998) April 25. 2000 REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE PA 17013 RE: ESTATE OF STANLEY BLlCHASZ NO. 21-96-309 Dear Register of Wills: Please find enclosed herewith an original and two copies of a Supplemental Inheritance Tax Return and Inventory along with a check for the Inheritance Tax due and the appropriate filing fee for the above matter, Please accept the original and one copy of each document for filing and return a time-stamped copy of each to the undersigned in the enclosed self-addressed stamped envelope. Thank you for your fine service in this matter. Very truly yours, /1 / K~P~DAK & IMBlUM, P.C. /tt)-{ft~ RDKlaa Robert D. Kodak, Esquire nc: .- - :;;. (" ::\:- r~- 8 :0 :r;l't I:' n Enclosure [i .. i'J i.> cc: CHARLES S. BLlCHASZ 652 DEERFIELD ROAD BOILING SPRINGS PA 17007 1-.) 2" :;.W ::S:::' r.' . o c' _t.1 . _4 .~ " r.J .. - '.~ l \ , ~ t. ~ u p.; ~z8 ~ ~Oa: ' ... = V; Ir. z ~ ~~~r:1!:: Si .., ::! OZ = .- ;.:..""Q' . .... ::::~z~:::;-: ... 0 - '-' C ;.,. < " = a: :.:: ~ 0 l.:J !- ,..: :J ":;O:;Cl:~:C ::.:...:P-!!: t.JZ 0: 0: ...... 0:: c.. = ' ::;l "'f ..;; Z - ::.: l f " " ! , . ' . _. -~ -.---...;Jld_'" f, '1;:. .' ~ CERTIFICATION OF NOTICE UNDER RULE 5.6la) Name of Decedent: STANLEY BLlCHASZ Date of Death: OCTOBER 27, 1995 Admin. No. 1996-00309 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 May 13, 1996. CHARLES BLlCHASZ, 652 DEER RD, BOILING SPRINGS, PA 17007 Date: May 13, 1996 106 CEDAR LANE, NEW BRITTAIN PA 18901 /~). .. ---/7 Signature:g~~ Name: Robert D. Kodak Address: 407 N. Front SI. : PO Box 11848 : Harrisburg PA 17108 Telephone: (717)238-7151 Capacity: Counsel for Personal Representative MARYANN BLlCHASZ PURCELL, 00 ,ci :D er :0 (t'o :l (l'> r. c' 2- ~ -~ .. .... U1 , . -0 - . , ~.) 'f> 2. ".1' ;,.: :f'.i .... ~. '.1";J~'i ~~';~J," - r r', Place Labels In Thla Space Option", 0 UPS llacking Label and you, add.o.. 'abel - Placo tho Tracking Labella tho loll 01 tho add.... label - Stamp your UPS Shipper Number or placo pa'col rogi.lor tape a El UPS Air Shipping Documont !l UPS Waybill :1 ] 'f 'UthxD"A(,e:' . ..: ~ 5 h~~Sp~~~~x~:n I ..... t-, " ",'. \' ,-.":., '..'. . \:-:"_:.,.><,;:,.';" -' -",,:-,.,' UPS nl\l~D ' . ' I!II .. IlIVI'...")I..... """,,'1 . L... __~. O PlfXTIlAV 0 WOHLU\!.iVIOI: AlIl r XPIlf- ss '" . m;cOHD h-OIGIT UPS SHIPPER NUMOf-R fROM nox ill. _IF oox 1IlIs BlAtlK on THE NUMOf..tlIS MORE THAU 6 DIGitS RECORO THE UUMBER FROM DOX W. . . . . 01"""'.'1111', ()II" O SATURDAY OSAILJROAV PICKUP on IVERV t ~ ; P.Q.D. FOR ups INTERNATIONAL SHIPMENTS 0., WORLDWIDE EXPRESS SI{ifU\lUnI tRACKlt,O NuMocn . 0586 7163 389 S i o i . x I" I o. I." I ... l_~_'::"__:""__._.____. ~~ I I' I I L..._..... O101911~O 2 {I.J W "f ,!.; ,." 'I' .", I '''1'' ,I,"',' .,.,t .~l ,~. . ....,'1 I,'}! . i ~ \ . I'. ',' ; ~ O Rill RECEIVER _ UPS Next Day Air" I TRACKING NUMBER 1I111t..d !',tlc!!1 Sel'.'1(I'.lfl[JI<"..III".I'..Y 0586 7163 389 ,. UPS,Nex.t,Day.~ir" ,_ Next Day Air Lettor Is to be used for document shipments only. Thero Is no limit on weight or the number 01 pages you may~ Iltlo"a,..'" .-... ~ ..--- - .-'-' ~~.~ _"'U'" ..,:. /.'.1 (fC 1'1 INHERITANCE TAX RETURN RESIDENT DECEDENT <0""0""'.,," o. """,.,,,,,,, (TO BE FILED IN DUPLICATE OlPAIII',IPH 0' llhHIUf DIP! "Oto' WITH REGISTER OF WILLS) ;> 1 'Hi ..!,.U~~~e.I~Il~_!,"" !'-'_~" ~!?.!..._.__ COWII't COOl y( ^~ 'C'~~';~f~~"~;"~";~l:~~~,.:~"-~i':"'u-- --. ----------i[,Hi".~;~<~~~~~{~~~ C~~~~;-NG RETIREMP.NT ICi","C""," H".'" r'4,j 0' o'-.i'ii--/iiAi'OIii.'ii-- C^RI, I SI,r; 17013 204-07-3196 10/27/95 L.?/J3/16 Co"" CI1MAERL^ND ,., ~.;:~.~ ;~~~~ ':o,~ ~.~.~'~'~ ~." ~.: .""'''''''' r~~ ;~o;'~ ~~;'~- - T.OUiiliRI~Oilii;;;\iiUii'O"'1 ua I. Original Relurn 0 2 Supplemental Relurn 0 J Rl!moind., Relur" I'or dOlfi' 01 deolh prior 10 12.1 J.B2j 04. l;m;'od E"o'o 0 40. fU'ulo Inlo"" Comp,om;.. 05. fodolol E"olo To. R"u,n R'q,;,od (lor dohu 01 death oher 12.12.82) [i 6. Detedenl Died le'fall' 0 7. Dflct'denl Mointoinrd 0 li~jng hUll (Anoth ccpy 0' Will) (Anech copy 0' hUll) ALL CORRESPONDENCE AND CONfiDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI ,I!. :..:1,) fl. i: .~, 0; ;:: .. - => ~ ~ <; u >< .. ... '~ C. '..-, /l..t- 9... ~-&~. - .:; o '" u '" o '" - ::.::~"" u"'''' _~u =~9 u~", ~ .. .- ~% "'''' "'0 "'z 00 u~ NAMf CH^RLES s. BLICH^SZ HlfrHON( NUMIU 717 258.5881. (OM'UIE MAlllt4(i "DC~U!t l!. ---- fOR DAII \ Of O/AIII AJ1IR I 21J 1/9/ CltICK It/R irA ~I'OUS^L __ rOV/RET CRfOUIS CIAlM/D I ) . --- --~---------_. IIll NUMO/R 309 tWM8f. - 8. T 0101 Number 0' SO," Deposif BOA.,s 652 DEER ROAD BOILING SPRINGS 133,333.33 308.52 3,173.46 20.6~5 3.221.40 109,795.40 3,173.46 Ditcaunl Inle,eur PI\ 17007 (B) 136,815.31 21. If Line 18 i, greater Ihon line 19, enler Ihe diH/!fenc8 on line 21. Thil illh" TAX DUE. A. Enlar the inleres' on Ihe baloneo due on LinG 21 A. B. Enler the 10101 or Line 2' and 21 A on line 21B. Thil it Ihe BALANCE DUE. Mak. Check Pavable 10: Regilt., 0' Willi, Agent ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MA r~ ~ ~ Undo, p.noh;o, 0' po';"y. I d.da,. 'hot I ho," o.am'o,d 'hi, "',,n, ;nd,d;og accompony;og "h.d,l.. and "o'om.nll, ond 10 ,h. v." 0' my knowlodg. ond b.I;.,. i~ il rruo, corfocl and complole. I declaro Ihol all It'OJ tnlulrt hen been topoltcd OlltU8 mot~e' ..olu,,_ Oedarolion of p'''porer olher thon Ih" pltflonol repflBcnloljve is !-'::ned nail informalion of which proporllr has ony knowlt'dge. - [Of 'lII.$O IH~ [' flWIG IttUllU "C[)U(!l~. ;) n /.) O"~I __ .. 'J . ax) _ '" C )..<(. t-_S..l d<-,-,c fl I"on_.['./(...\n~c; \ P /)0(-'7 ._h.Jll<._'L/276 'vNArUI[ 0' 'llfPAlU Ohlll! ItiM, IIf'''( (UT...IIVf "O[)~LS!. OAlf z C> ;:: .. ~ " - 0: .. u '" '" 1. Rool E"o'. 15chodulo A) III 2. Slock. and Bond. (Schod,lo BI 1 2 ) 3. Closely Held Slack/Partnership Inlerest (Schedule CJ (J J J, Mortgogel and NOles Receivable (Schedule 0) , .t ) 5. Cash, Bonk Oepolih & Miscellaneous Personol Pfoperl)' ( 5 J ISchodul. E) 6. Jo;nlly Own.d Proporty (5ch.d,l. f) (6 ) 7. T,on,',,, 15chodulo G) ISchodulo l/ ( 71 a. TOlol Grall Alleh (tolollinel 1-7) 9. Funefol E.penllts, Adminillrali...e COIfI, Miscellaneous ( Q J E.penses (Schedule HJ la, Debts, Morlgage liabililies, liens (Schedule II (10) II. TOlol Oedu(tions (10101 lines 9 & 10) 12. Nel Value of Eslale (line a minus line' I) 13. Chorilable and Govefnmenlol Bequesls (Schedule JJ 1.4, Nel Value Subjecllo To... (line 12 minus line lJI 15. Spousal Tfonde" (for dotes of deolh aher 6.30.94) See Inllruclions for Ar,plicoble Percentage on Revllttll (l5J Side. (Include valulls ram Schedule K or Schedule M,) 16. Amoun' of line 14 'axable 01 6% role (16) (Include va lUlls from Schedule K or Schedule M.) 17. Amount of line 1.4 loxoble 01 15% role (17) (Inclvde 'tolues from Schedule K or Schedule M.J lB, Principalla. dve (Add lax from linel 15, 16 and 17.) 19. Credill Spousal Poverty Credit Prior Pormenh + + 20. If line 19 il greoler Ihan line 18, enler Ihe differ~nce an line 20. This is ,he OVERPAYMENT. t!O-t4:m.'l1l If .1.'l'll..II.. 1.111 Jtllll:.,.iltT1":"r.r:'I.i.'!"..l"lj:.L:j,jll(I,1 (II) (12) (131 (141 23.846.45 112,968.86 x 0 - '-- 1/2.968.86 o 190.41 x .06 = x .15 = (lB/ (19) 120/ 171) (2IA) 1710/ 190.41 (1 ------~--------_.._.~---- --~-- I[V.U03 u. 1..161 ~A'9l\ -~~ COMMONWEALtH OF P(NN~YLVANIA INHUITANCE TAl ,nURN l[!lIDENT DECEOENt SCHEDULE B STOCKS AND BONDS L_-.. FiLICNUMBER ESTATE OF 21-96-309 BLICHASZ, STANLEY A. (All property lolnlly-owned with RighI 01 Survlvonhlp mUll be dllClolld on Schedule F.) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. US Savings Bond, series E, $25 face issued December of 1942. 99.95 2. US Savings Bond, Series E, $25 face value, issued November of 1943. 103.48 3. US Savings Bond, Series fi, $25 face value, issued December of 1943. 105.09 o TOT AL ~AI,o enter on line 2. Recopilula1ionl..--_ 5308.52 'l\lI~II.PI"J ,,~:~~}C\ ......CiI~ COMMONWrAUH Of PltlNSYLVAWA INHUIlfANCr fAl _BURN .!SIOrNf O[crOEN' SCHEDULE F JOINTLY-OWNED PROPERTY L ESTATE OF BLICHASEZ, STANLEY A. FILE NUMBER 21-96-309 Jolntt.nanl(.): NAME A.Maryann (Blichasz) Purcell ADDRESS 106 Cedar Lane New Brittain PA 18901 RELATIONSHIP TO DECEDENT Daughter B. C. Jolntly.own.d prop.rly: ITEM LmER DATE NUMBE! FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DOLLAR VALUE OF JOINT OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. A 4/73 TWO (2 ) US SAVINGS 2 @ 3,005.82 50% 3,005.82 BONDS, SERIES E, FACE VALUE OF $1,000. 2. A 1/80 US SAVINGS BOND, 335.28 50% 167.64 SERIES EE, FACE VALUE OF $200. TOTAL (Also enter on line 6, Recapitulation) S 3...11.3.46 ---- , o (I( more space is needed insert odd,lionol sheels o( some siz(') . 'lvl\ll.I.I'''1 . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES . ...' ..J'lea.e Print or Type TilE NUMBER 21-'~(,- 3D~ C:OMMOUWfAlltt Of Pltm!.""''''~IA INtlfllllAt'([ tA. IlUURU . _ U\~Dff~' DfCf!l!"L. ESTATE OF 13LIC!I/\SZ, ITEM NUMBER A. 1. 2. 3. B. 1. 2. 3. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. S'!'/\N!,EY /\. AMOUNT DESCRIPTION Funeral Expen.e" Funeral !Iome Misc. expenses for funeral including cemetary plot, grave opening, perpetual care, foundation, Mass Offering, Priest, Organist, and flowers. Luncheon following funeral 6,851.4D lr495.20 569.50 Admlnl.tratlve Ca.h' Personal Representalive Commiuions wa i ve Social Secu,ity Number of Personal Ropresentalivo: Year Commiuions paid Allarney Fee. KNUPP & KOD/\K, P.C. Family Exomptian Claimant X/\VERI/\ 13LICH/\SZ Rolationship SPOUSE Add,oll of Claimant 01 decedont's death 6,500.00 3,500.00 St,oot Add,ell CUM13ERL/\ND City C/\RLISLE CROSSING RETIREMENT CENTER Stole P /\ Zip Code 17013 Probate Foe. CU~Il3ERL/\ND COUNTY REGIs'rER OF \~ILLS 331. 00 Miscellaneous Expen.e" SENTINEL-/\DVERTISEMEN'r 74.71 50.00 ~~~~~~_CO~TY_LE~~~_~~~~-/\DVERTISEMENT /\PPR/\IS/\L OF F/\RM L/\ND 1,215.00 38.24 KNUPP & KOD/\K, P.C.-COPY F/\X, & POST/\GE CH/\RGES TOTAL (Also enter on line 9. Rocapitulalion) (If moro spaco is needed, insert additional sheets of some site.) o 520,625.05 1,.")tn..Olfl 1l~:J~}(\ -..~~ (O~"'O'.W(AI'" 01 "t,tl)ll>"."tA '''HIIIIAHCI 'AI .nuI" Il\tDltdDICIDI..' SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER 21-')6-301) 131,ICII^S~. S'I'^NI,EY ^. ITEM NUMBER RELATIONSHIP AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY A. TaJtoble Bequo,": I. X^VERI^ I3LICII^S~. CU~mEHl.MD CHOSSING RETIHEMENT CENTER, C^Rl.lSl.E, P^ 17013 SPOUSE 100% RESIDU^HY ITEM NUMBER AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmontal Bequo'ts: I. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AIIO enl.' on I;n. 13, Recop;luloHon) s - "--------.- (If more spoco is needed, insert additional sheots of sarno sile) r- LAW OFFICES OF KNUPP &. KODAK. P.C. ROBERT EWINO KNUPP 11932.19TBI ROBERT L. KNUPP ROBERT O. KOOAK OARY J. IMBLUM CAMERON MANSION 407 NORTH FRONT STREET P.O. BOX 1I84B HARRISBURG. PA 1710B.1B4B 717/23B.7161 FAX 717/23B,716B OF COUNSEL ROBERT H. MAURER July 25, 1996 REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE PA 17013 VIA UPS NEXT DAY AIR 05867163 389 RE: ESTATE OF STANLEY BLlCHASZ OUR FILE NO. 3-96-0077 ESTATE NO. 1996-309 Dear Register of Wills: Please find enclosed the Inventory, Inheritance Tax Return. and a check in the amount of $190.41, Please file the originals and return the time-stamped copies to the undersigned in the self-addressed, stamped envelope provided. Thank you for your fine service in this matter. Very truly yours. KNUPP & KODAK, P.C. :,\:~l{~-{ f' Xc {(r:1€J Robert D. Kodak ~ RDKlbaw Enclosure cc: CHARLES S. BLlCHASZ 652 DEER RD BOILING SPRINGS PA 17007 " \USEII\~ILHIOA\EST"tlS\tH.l(1V.S:. S\C'.'Ml\.CP I.n ..- . --- - ..- - -----.. -- . LAW OFFICES OF KNUPP & KODAK. P.C. ROBERT EWINo KNUPP 11932.19101 ROBERT l. KNUPP ROBERT O. KODAK oARY J. IMBlUM CAMERON MANSION 401 NORTH FRONT STREET P.O. 80X 11848 HARRIS8URG. PA 17108.1848 717/238.7151 FAX 7171238,7158 OF COUNSEL ROBERT H. MAURER August 28, 1996 ATTN SUE KREN REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE PA 17013 RE: ESTATE OF STANLEY BLICHASZ OUR FILE NO. 3-96-0077 ESTATE NO. 1996-309 ,\ \. I I , Dear Sue: Please find enclosed a check from the Executor in the amount of $28.00 for the Inheritance Taax filing fee and the Inverntory filing fee. Thank you for your fine service in this matter. ., ., , ., Very truly yours, 7(;Z/'C, \ Robert D. Kodak RDKlbaw Enclosure cc: CHARLES S. BLlCHASZ 652 DEER RD BOILING SPRINGS PA 17007 .., \USlIl\flIL1IroA\ISTATU\DLlC1tAS% .S\C'UH1H"'O- LTl .;;.,; -' -' " , '. - : L~ c. - <'- u.1 , " .. , w.:. '0- f.,,, .2~ UU , '\ i 1 I I ! 6 'J (., / L/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INH(RITANCe TAX DIVISION DrPf. :80601 IlAARJSBURC, PI 111:8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT Of TAX CHARLES S BLICHASZ 652 DEER RD BOILING SPRINGS PA 17007 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-28-96 BLICHASZ 10-27-95 21 96-0309 CUMBERLAND 101 Allount R...itt.d ., '. IIf.a.'1I I" 'H.ttl STANLEY A 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 .... iiE'v:is4i-EiCAFP-ioY:9r.Y"Nii'ficEuci"nfNHEiiiiANCn'-Ain"PPRiiisEHENT-,--ALrciwANCn-Ii----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BLICHASZ STANLEV A FILE NO. 21 96-0309 ACN 101 DATE 10-28-96 If an assessment was issued previOUSly, lines 14. 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anou"t of Lina 14 at Spousal 16. Anount of lina 14 taxable .t 17. Allount of Lin. 14 taxabl. at 18. PrincIpal Tax Due TAX CREDITS: PAYMENT DATE 07-26-96 TAX RETURN WAS: I X J ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Estat. (Schedule A) (1) 2. stock. and BondI (Schedule 8) (2) 3. Closely Hald stock/Partnership Interest (Schedule C) (3) 4. Hartg.gas/Hota. Racaivable (Schedule OJ (4) S. Cash/Bank Deposits/MIsc. Parsonal Prop.rt~ (Schedule EJ (S) 6. 40intly Owned Property (Schedule F) (6) 7. Transfers CSchedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funerel E~penses/Adn. Costs/Hisc. E~penses (Schadule H) (9) 10. Dabts/Hortg.ga Liabilities/Liens (Schedule I) Cia) 11. Total Daductions 12. Net Value of Tax Return 13. Charitable/Covern.antal aeqUests (Sch.dule J) 14. Nat Value of Estate Subjact to Tax NOTE: rate Line.l/Class A rata Collateral/Class B r.te 115J I1&J 1171 RECEIPT NUMBER AAI46559 DISCDUNT INTEREST I+J (-J ,00 CHANGED 133.333.33 308.52 .00 .00 .00 3.173.46 .00 18) 20,625.05 3.221.40 1111 112) 113) 114) 109,795.40 X .00= 3.173.46 X .06= .00 X .15= AMOUNT PAID 190.41 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 118) NOTE: To insure proper credit to your account, subnit the upper portion of this fora with your bx pay"ant. 136.815.31 n.R46 4~ 112.968.86 .00 112.968.86 .00 190.41 .00 190.41 190,41 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DVE IS LESS THAN fl. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU MAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIDNS.) , , RESERVATION: Estat.. of decadant. dvlng on Dr bafor. DaC..bar 12, 198Z .. If any future Int.r..t In tho a.tata I. Iran,f.rrad In POI....lon or _nJoy.ant to Clall B (collataral) banellclarle. 0' the docadant aft.r tho ..plratlon of any ..tal. for I1f. or for yaar., the Co..onw.llth har.by ..pr...ly r...rv.. tho right to appraise and allaSI tranl'.r Inharltanc. Ta... at the lawful Clall B (col1.taral) rat_ on any luch futuro Intoro.t. PURPOSE Of NOrrCE: PAYHUH: REfUND (CR)1 OBJECT IONS I ADMIN ISlRAlIVE CORRECtIONS: DISCOUNT: PENAL tv; INTEREST I To fulfill the requlr...nt. of Section 2140 of the Inheritance and Estat. la. Act, Act ZZ of 1991. 12 P.S. Section 214D. D.tach the top portion of thl. Notlco nnd sub.lt with your pay..nt to the Register of Will, printed on the reverse side. --Hake check or .oney order paYllble to: REGISTER OF HILLS, AGENT All pay.ents received shall fIrst be applied to any Intere.t which May be due with any re.alnder appllod to the taM. A rofund of a ta. credit, which WIIS not requosted on the Ta. Return, .ay be requested by coepletlng an "Application for Refund of Pennsylvania Inheritance and E.tate Till" (REV.1313). Applications are available at the Office of the Reglltor of Wills, any of tha 23 Revenue District Office., or by calling the spacial 24.hour anlwerlng ,ervlce nu.bers for for.. ordorlng: In Penn.ylvanla 1'800.162-2050, outside Penn.ylvanla and within local Harrisburg area (717J 787-11094, TDC. (717) n2-2252 Olearlng lapalred Only). Any party In Interest not satisfied with the IIppral.e.ent, allowance or dlsallowanc. of deductions, or a..o.s.ent of taM (Including dllcount or Intore.tJ liS shown on thl. Notice Must objoct within SIMty (60) day. of receipt of this Notice bYI ..wrltten protest to the PA Depart.ent of Revenue, Board of Appelll., Cept. 2111021, HarriSburg, PA 17128.1021, OR ..electlon to have the .atter deter.lned at audit of the account of the personal ropresentatlve, OR --appeal to the Orphans' Court. Factual error. dlscovored on thl. ass.s.oent should be addr.ssed In writing tal PA Depllrt.ent of Rovenu., Bureau of IndividUal Tal.s, ATTNI Post A....soont Review unit, Cept. 280601, HarriSburg, PA 17128-0601 Phone (717) 787.6505. Sae page 5 of the booklet "InstructJon. for Inheritance fa. R.turn for a Re.ldant Decodant" (REV-1501) for an e.planatlon of adalnl.tratlvely correctabJe error.. If any ta. due I. paid within threa (31 calendllr Months aftor the decedont's death, a five porcant (5~) discount of the ta. paid Is allowed. The 15~ ta. aanesty non"partlclpatlon penalty I. coaput.d on the total of the tax and Interest assessed, and not paid before January 18, 1996, the first day after the end of the tax aMnosty period. This non"partlclpatJon penalty I. appoalable In the sa.e .anner and In the the sa.e tloe parlOd as you would appeal the tax and Interost that has b.en as.eslod a. Indicated on Ihls notlco. Intor..t Is charged blglnnlng with first day of delinquency, or nine '91 Months IInd one (I) day fro~ the date of death, to tho date of pay.ent. fa.o. which beca.e delinquent bofore January I, 1982 boar Intorelt at the rate of ,I. (6~) percant per annuM calculated at a dally rate of .00016~. All la.e' which bacaee dellnquenl on and after January I, 1~82 will bear Interest at II rate which will vary fro. calendar yoar to calendar year with Ihat rate announced by the PA aepart.ent of Revenuo. The applicable Interest rales for 1982 through 1996 are I ~ Intlrelt Rllt. Dally Internt Factor !!!! Internt Rale Dlllly lnlerost Fllctar 19112 2n .000S411 1981 9Z .000247 19113 16Z .000438 1988-1991 11:< . o oo.S 0 I 19114 lIZ .000301 1992 qz .000247 19115 In .00Q3S6 19fJ3-19fJ4 n. .000192 1986 10" .0002110 IfJ9S-1996 ., .DDDl"l ..Interut I. calculated as foliowl! INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any Notice l'lued aftor Ihe ta. becoee, delinquent ~ll1 reflect an Interelt calculetlon to fifteen ItS) day I boyond the date of the 8110s'.onl. If pay.ent i. _ad. after th. Intorost coeputatlon dale shown on Ihe Notlc., addltlonlll Intorest au,t b. calculated. J1U)JUII~ .'11. I'JII~'17X~X ~U\l !I fi ((J(n~~ In Re: Eslate orSTAi'iI.EY III.1C1L\SZ Late orSOUTII i\IIDDLETOi'i '1'\\'1' (lRPII,\NS' COI JRT DIVISION ('(lIJRT(>F('(lMM(lN PLEAS OF ClIMIlERL,\ND COUNTY PENNSYLVANIA Estale No.: 21-191)(.-113119 NO. 21_1')1)(,.113119 NOTICE OF FAILURE TO FILE STATlIS IU:PORT Ai'iD IH:QUEST TO CONDUCT A IIEAIUi'iG PURSUANT TO IWLE (>.12, SlIl'I{Ei\\E COllRT OIU'IIANS' COURT RULE Personal Representative: Counsel lor Personal Representative: IH>BElrr D. KODAK, ESQ. D.lle or Deeedent's Death: 1Il-27-1995 Date or Delinqueney Notice: 119-116-211111 The undersigned. Mary C. Lewis. Register or Wills. in accordance with Rule 6.12. Supreme Court Orphans' Courl Rules. herehy nntilies the Orphans' Courl Di\'ision. Courl or Common Picas or Cumherland County. thai ncither the abo\'e named persnnal representati\'e nor Ihe abo\'e named counsel lor Ihe personal represenlUti\'e ha\'e liIed with the Register or Wills or Clerk orlhe Orphans' Court his. her or its Status Report required hy Rule 6.12. Supreme Court Orphans' Court Rule and Ihatthe requisite nolice. pursuant 10 Rule 6.12. Supreme Court Orphans' Court Rules. was gi\'en hy the Register orWills on 119-116. 20llL and thallhe ten (\0) day notice to liIe Ihe Status Report has expired. Accordingly. in aceordance with Rule 6.12 Ihe Court is hereby notilied or such delinquency and the undersigned requests thai a Courl conducl a hearing to detennine whether sanctions should be imposed upon Ihe delinquent personal represenlati\'e or counsel lilr Ihe delinquent personal represenlUti\'e. Date: 11-116-211111 Distribution: Personal Represental i ve Counsel lilr Personal RepresenlUti\'e ESlUle File . (;\L~('f'),r^".J/j';^"1 v4 i":A.IJr. A hearing is scheduled lilr at in Courlroom No.3, Irthe Status Report is liIed prior 10 the hearing date. Ihe hearing will automatically he eanee~~~).} /i i1 /r1;' !I' Il~, , (jeorg~<J:. tier >.. '\.. BUREAU Of INDIVIDUAl. TAXES INII[RITANC[ tAil DIVISION OCPl. laabOt IlARAJSBURG, p" 1112a.ObOI COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE Of INNERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSHENT Of TAX ROBERT D KODAKHASZ 407 N FRONT ST POBOX 11848 HARRISBURG PA 17108 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 10-28-2002 BLICHASZ 10-27-1995 21 96-0309 CUHBERLAND 101 Anount R...ltted '* ."-IU'I. "' 111.111 STANLEY A HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv=is4TEX-AFP-coFo'2Y"iiiiricnij:-i-NHEiiiiiitiCE-TAniPPRiiisEHiiir-,--AL.i.-ciwiiticE-oli----m---------- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF BLICHASZ STANLEY A FILE NO. 21 96-0309 ACN 101 DATE 10-28-2002 TAX RETURN WAS: I X J ACCEPTED AS fILED J CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEHENTAL RETURN 1. R..I Est.t. (Schedule A) (1) 2. stocks and Bonds (Schedule 8) (2. 3. Closely Held stock/Partnership Interest (Schedule CI (3) 4. HortgBgBs/Not8s Receivable (Schedule OJ (4) 5. Cash/Bank Oeposlts/Hlsc. Personal Property (Schedule EJ 151 6. Jointly Owned Property (Schedule FJ (6) 7. Transfers (Schedule G) 171 8. Total Assets NO. 01 .00 .00 .00 .00 .00 58.480.60 .00 IBJ APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expens8s/Adn. Costs/Hlsc. Expenses (Schedule HJ 19. 10. Debts/Hartgags Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Het ValuB of Tax Return 13. Charitable/GoyernDentsl Bequests; Hon.elBcted 9113 Trusts (Schedule J) 14. HBt ValuB of Estate SUbjBCt to Tax .00 ,00 IllJ 112J 1131 114J HOTE: To insurB propBr credit to your account, subnit the upper portion of this forn with your tsx paynent. 58,480.60 no 58,480.60 .00 171,449.46 NOTE: 14, 15 and/or 16, 17. 18 and 19 will returns assessed to date. If an assessment was issued previouslY, lines reflect figures that include the total of ~ ASSESSHENT OF TAX: 15. Anount of Line 14 at Spousal rate 115) 1&. Anount of line 14 taxable at Lineal/Class A rate (1&) 17. Anount of line 14 at Sibling rate (17) 18. Anount of linB 14 taxable at Collateral/Class B rate (18) 19. Principal Tax DUB ~ DATE 07-26-1996 04-25-2000 109,795.40 X 00 = 61,654.06 X 06 = .00 X 00 = .00 X 15 = 119J= AHOUNT PAID 190.41 3,318.43 NUHBER AA146559 AA425511 INTEREST/PEN PAID 1-) .00 .00 INTEREST IS CHARGED THROUGH 11-12-2002 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 3,699.25 .00 .00 3,699.25 3,508.84 190.41 1,141.25 1,331. 66 . If PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST. I If TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. If TOTAL DUE IS REFLECTED AS A "CREOn" ICRJ, YOU HAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS.J RESERYATIONI E.tat.. of decedent. d~lng on or b.for. Oece.ber 12, 198Z -- If any future Inlere.t In the e.tate I. tran.ferred In Po.....lon or enJo~..nt to Class B tcollat.rall ben.flclarl.. of the decedent a.ter the e.plratlon of any e.tate for Ilf. or for year., the Co..onwealth hereby e.pr...ly r..erv.s the right to appral.. and ass.ss tran.f.r Inheritance T.... at the lawful Clas. 8 tcollaterall rat. on an~ .uch future Inter..t. PURPOSE Of NOTICE I To fulfill the r.qulr..ents of Section 2140 of the Inheritance and Estat. Ta. Act, Act Z3 0' 2000. 112 P.S. SlIctlon 9140). PAY"EHTI O.tach the top portion of this Hat Ice and sub.lt with your pa~..nt to the Reglst.r of Wills printed an the reVlr.e .Id.. .-"eke check or .onlly order pa~able to: REGISTER OF MILLS.. AGENT REFUNO (CR)I A refund of . tax crlldlt, which was not r.quested on the Ta. Return, lIay be requested by callpletlng an "Application for R.fund of Pennsylvania Inh.rltance and Estate ra." (REY-13131. Applications are available at the Office of the Register of Wills, any of the 23 Rev.nue District Office., or by calling the .peclal Z4-haur an.werlng s.rvlce for for.s ordering: 1-800-36Z-Z0S0J services for ta.payer. with ,pllclal hearing and I or speaking needs: 1-800-441-30Z0 (TT onlyl. OBJECTIONS: Any party In Interest not satlsfllld with the apprals.ellnt, Bllowence, or disallowance of deductions, or a...ss.ent of ta. (InclUding dl.count or Intllr..tl as shown on this Hotlc. .ust object within II.ty (60) days of reclllpt of this NotIce b~: AD"IH- ISTRATlYE CORRECTIONS: ..wrltten protest to the PI. Dllpart..nt of R.venue, Board of Appeals, Dept. 2810ZI, HarriSburg, PI. 17128-1021, OR .-elllctlon to havII the .atter detllr.ln.d at audit of the account of thll pllrsonal reprllsentatlve, OR --appllal to the Orphans' Court. Factual errors discovered an this Bss.s..ent should b. addr.ss.d In writing tal PI. aepart.ent of R.venu., BurellU of Individual T8"'8I, ATTN: Post Ass8ls..nt Rllvlew Unit, aepl. 230601, flarrlsburg, PI. I1Il8-0601 Phone (111) 181-6S05. ~1I11 page 5 of the baokl.t "Instructions for Inheritance Ta. Return for a R.sldent Ollc.dllnt" (REY-ISOI) for an ..planatlon of ad.lnlstratlv.ly corr.ctabl. error.. DISCOUNT: If any ta. due I. paid within three 131 calendar .onth. after the decedent.s death, a five p.rcent (5~1 discount of the ta. paid Is allowed. PENALTY I Th. IS~ ta. aanesty non-p.rtlclp.tlon penalty Is cOllpul.d on the total 0' the ta. and Int.r.st a'SlIssed, and not paid b.for. January 18, 1996, the flr.t day aft.r the end of the ta. a.nasty p.rlod. lhls non-participation p.na1ty Is appaalabl. In tha sa.e .anner and In the the sa.e tl.. p.rlod us YOU would upp..1 the ta. and Intere.t that hal bllen ....s..d as Indicated on this notice. INTEREST: Intarest I. charged beginning with f'rst da~ of dellnquonc~, or nln. (91 .onths Bnd one (I) day fro. the date of death, to the data of pay.ent. Ta.e. which beca.. dollnquent before January I, 198Z bear Int.ro.t at tha rat. 0' II. (6~) porc.nt pllr annu. calculated at a dally rnte of .000164. All ta..s which beca.. dellnQUllnt on and after Janullry 1, 1982 will bllar Interost at a rat. which will vary fro. calondar year to cal.ndar yoar with th.t r.t. announc.d b~ the PI. Oepart.ent of Revenue. The appllcabl. Interest rat.s for 198Z through 200Z are: Vur Intorest Rat. Dally Interest Factor Vaar Inbr." Rote Oal1~ Interast Factor 1982 ZO~ .000S"8 1992 .. .000241 1983 16' .000438 1993-1994 n .00019Z 1984 IIi: .000301 1995-1998 .. .000Z41 1955 B' .0003S6 1999 n .00019Z 1986 10~ .000Z74 ZOOO .. .000219 1981 .. .000247 2001 .. .000247 1988-1991 llie .000301 2002 6' .000164 --Inbrest Is calculated as 'OUOWSI INTEREST = BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST rACTDR --Any Notlc. I.suod after the ta. baco.es delinquent will reflect nn Interest colculatlon to fl,t.en (151 days b.yond the date of the as..ss.ont. If pay.ent Is eade aft.r the Int.r.st co.putatlon dote shown on tha Notlco, additional Intore.t .ust b. calculat.d. CCf.l,.lOt..,\'[All'l OJ r('.II~\ l \ ,,'.':. Otl'AhH.llti' or fU\il'.ul OU"[AUCf IIjDIVI[)UAl t,.~(" Du'l :eCc.Ol t;AflR.SIIUIlG.I'A '1 t:1I C(()' HI \' 111,) t , III ~li,j RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002273 KODAK ROBERT D ESQUIRE PO BOX 11848 HARRISBURG, PA 17108 ACN ASSESSMENT CONTROL NUMBER AMOUNT ........IOId 101 $1,334.65 ESTATE INFORMATION: SSN: 204.07.3196 FILE NUMBER: 2196-0309 DECEDENT NAME: BLlCHASZ STANLEY DATE OF PAYMENT: 03/11/2003 POSTMARK DATE: 03/10/2003 COUNTY: CUMBERLAND DATE OF DEATH: 10/27/1995 TOTAL AMOUNT PAID: $1,334.65 REMARKS: ROBERT KODAK ESQUIRE CHECKI156424 SEAL INITIALS: VZ RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WillS I1EGISTER OF WilLS ~ ~ BUREAU Df INDIVIDUAL TAXES IHHlNJtANCl fn OIVIS,OH DO'. 180601 HARRISBURC, PA 111Ie.abO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DUNNING NOTICE ATTN: POST ASSESSMENT REVIEW UNIT * IIW.IlIt"'"I.", PHONE (717) 787-6505 TDD' 1-800-447-3020 (SERVICE FOR TAXPAYERS WITH SPECIAL HEARING AND SPEAKING NEEDS). NOTICE DATE 02-07-2003 ROBERT D KOOAKHASZ 407 N FRONT ST POBOX 11B4B HARRISBURG PA 17108 ESTATE OF BLICHASZ STANLEY A FILE NO/SSN 21 96-0309 COUNTY CUMBERLAND DATE OF ASSESSMENT 10-21-2002 ACN 101 OUR RECORDS INDICATE A DELINQUENT INHERITANCE TAX LIABILITY FOR THE ABOVE ESTATE. OUTLINED BELOW IS A SUMMARY OF OUR RECORDS. ADDITIONAL INTEREST IS CALCULATED AND INCLUDED IN THE BALANCE TO FIFTEEN CIS) DAYS FROM THE DATE OF THIS NOTICE. TAX INTEREST CREDIT BALANCE 3,699.25 1,144.24 3,508.84 1,334.65 ADDITIONAL INTEREST- ADD .03 PER DAY FROM 02-25-2003 TO AVOID ADDITIONAL COSTS AND INTEREST, THE ABOVE AMOUNT DUE MUST BE PAID WITHIN 15 DAYS FROM THE DATE OF THIS NOTICE. PLEASE DETACH AND RETURN THE LOWER PORTION WITH YOUR PAYMENT TO THE REGISTER OF WILLS OF THE COUNTY INDICATED. MAKE CHECK OR MONEY ORDER PAYABLE TO 'REGISTER OF WILLS, AGENT'. IF THE ABOVE BALANCE DUE HAS BEEN PAID RECENTLY, PLEASE DISREGARD THIS NOTICE. - - - - - - - - - - - . - - - - - - - - - - - - - - - - - - - - - PLEASE RETURN THIS PORTION WITH YOUR PAYMENT TO THE REGISTER OF WILLS LISTED BELOW ESTA TE OF BLICHASZ STANLEY A FILE NO/SSN 21 96-0309 COUNTY CUMBERLAND DATE OF ASSESSMENT 10-21-2002 ACN 101 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~ ~. .-- ... = \)... ~ '>, , ('l o .. o tl tl .. tl .. o r- .. ~ o , \~ C\ ~ ~ .,;< ,\ .~ , \ ~ , I' ; .. h ., L , ,. " " . <I . '. ~ I , . '. , , .,-:. ~.. ! t("~ \. ~ . . . " u c.: ..: ----. ~ < .:" -~ _--~.;Jid. ~ -- or" \- /a--96-1"1 BUREAU OF INDIVIDUAL TAKES INI.AIlANeE lAIC OIVISION D[PI. 28060' HARRISBURG, PA .1Ila-Dbal COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT - 1I'.UUlll" 111.111 ROBERT D KODAKHASZ 407 N FRONT ST POBOX 11848 HARRISBURG PA 17108 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-24-2003 BLlCHASZ 10-27-1995 21 96-0309 CUMBERLAND 101 Anount R.nltt.d STANLEY MAKE CHECK PAVABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To Insuro propor crodlt to your occount, subnlt tho uppor portion of this forn with your to. poynont. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:i&iii-Eif-AFfi-fo-i:oij-------...--iNttERiifANCif-TAif-STiiiEHifNT-iiF-Al:COUiii--ii..--------------------- ESTATE OF BLlCHASZ STANLEY A FILE NO. 21 96-0309 ACN 101 DATE 03-24-2003 THIS STATEHEHT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAK DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMEtlT: 10-28-2002 PRINCIPAL TAX DUE: 3,699.25 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMDUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-26-1996 AA146559 .00 190.41 04-25-2000 AA425511 .00 3,318.43 03-10-2003 CD002273 1,144.24- 1,334.65 TOTAL TAX CREDIT 3,699.25 BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE 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 DF THIS FORM FOR INSTRUCTIONS. ) A .00 .34 .34 PAVHENT: Detach the top portion of thl. Notlc. and .ub.it with your poy.ent .adll payable to the no.e and addr..s printed on the reverse .Ide. If RESIDENT DECEDENT .oke check or .aney order payablll tOI REGISTER OF WIllS, AGENT. If NON.RESIDENT DECEOCNT .oke check or .aney ordllr payable tal COHHONWEAl TH OF PENNSYLVANIA. REfUND (CR): A r.fund of a taM credit, which wa. not rllquested on the TaM Return, ..y bll requested by co.pletlng an "Application for Refund of Pennsylvania Inherltanc. and Estate TOM" (REY.I]I]). Applications are available at the Dfflc. of the Rllglster of Will., any of the Z] RlIvenue District OffiCII. or fro. the DlIport.ent'. Z4.hour answering s.rvlce for for.s ordering: 1-800.362-2050) s.rvice. for tOMpayers with .peclal hearing and I or .peaklng needs: 1-800.447.]020 ITT only). REPLY TO: Que.tlon. regarding error. contained on this notice should be addressed tal PA Depart.ent of Rllvenue, Bureau of Individual Ta.e., ATTN: POlt Alses~ent Rllvlew Unit, Dept. 280601, Harrisburg, PA 17128.0601, phone (717) 737.650S. DISCOUNT: If any ta. du. 1. paid within three I]) calendar .onths after the decedent"s dllath, a five percent 15~) dllcount of the talC paid Is allowlld. PENALTV: The IS~ tlllC lIenasty non.partlclplltlon penalty II co.puted on the totlll of the talC and Intere.t lI.se"lId, and not paid be for. January 18, 1996, the flr.t day after the end of the ta. a.na.ty period. INTEREST I Int.re.t I. charglld beginning with first day of delinquency, or nine (9) .onths and one (1) day fro. the date of death, to the date of paY.llnt. Ta.e. which bllca.e delinquent before January I, 1982 bear Interest at the rate of .IM (6~) percent per annu. calculated lit II daily rate of .000164. All ta.e. which beca.e delinquent on IInd .fter January 1, 1982 will b.ar Interest at a rate which will vary fro. calendar year to celendar year with that rate announced by the PA Depart.ent of Revenue. The applicable Interest ratlls for 1932 through ZOO] are: Intere.t Dally Internt Dally Internt Dalh Vear Rata Factor Veor Rate Factor Vear Rate Factor 1982 20~ .000543 1987 .% .000Z47 1999 n .000192 1983 16:C .000438 1988-1991 II~ .000301 ZOOO .% .000219 1984 U:C .000]01 1992 .% .000247 2001 .% .000241 1985 13:C .000356 199]-1994 n .000192 2002 6% .000164 1986 1O:C .000274 1995-1998 .% .000247 200] S% .000137 --Intere.t I. calculllted as followSI INTEREST = BALANCE or TAX UNPAID X NUHBER or DAYS DELINQUENT X DAILY INTEREST rACTOR ..Any Notice i.sued after the talC beco.., dellnqu.nt will reflect an Int.rest calculation to fifteen (IS) day. beyond the date of the a,sess..nt. If poyeent Is .ad. after the Int.r..t co.putotlon date shown on the Notice, additional Intere.t .ust be celculated. " JRIl'!ul\L'.\II. '1IJ"~ 11:--'''~, ;,.;.' In Re: hlale or SWilley lIIichasl. Lale ot'Suuth :\Jiddlelull TllI\lIshill ()RPIL\~S' COI JRT DIVISION COURT OF ('0:--1:--10", PLEAS OF CU:--II3ERLAND CUUNTY PENNSYI.V"",IA Estate No.: 21.1J6-113(11) NO. 21-%-030lJ ~OTl('E OF FAILURE TO FII.E STATUS REI'OIrt' ,\NJ> REQUEST TO CO~J>UCT A \IE,\IUNG PURSUANT TO RUI.E 6.12. SUPREME COURT OIU'\I,\NS' COURT RULE Personal Representative: Charles B1iehasl. Counsel 1'01' Personal Representatil'e: Ruhert J> Kudak Date or Decedent's Death: Ill/27/1995 Date or Delinquency Notice: 08/11/0-t The undersigned, Glenda Farner-Strasbaugh, Clerk orOrplmns' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notilies the Orphans' Court Division. Court orCon1lnon Pleas or Cumberland County, that neither the above named personal representative nor the above named counsel 1'01' the personal representative have liled with the Register or Wills or Clerk orthe Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk or the Orphans' Court on April 30, 2110-t, and that the ten (10) day notice to liIe the Status Report has expired, Accordingly, in accordance with Rule 6.12 the Courl is hereby notilied or such delinquency and the undersigned requests that a Court conduct a hearing to detennine whether sanctions should be imposed upon the delinquent personal representative or counsel 1'01' the delinquent personal representative. Date: 11/08/04 f. 0; /.!- / /} ~A L-;fw-~<Ik/Z;~' Glenda FameI' Strasbaugh U Clerk or the Orphans' Court Distribution: Personal Representative Counsel 1'01' Personal Representatil'e Estate Fi Ie ~-'-~w&<;t.I~:LC~+ q.~~ (., h'\, A hearing is schcduled 1'01' 'at in Courtroom No.3. lrthe Swtus Report is liled prior to the hearin1! date, the hearing will automaticallv be cancelled. /."'../'/"'1 l I, ..... . I /,J . 'f ,',', ......~, " ,I ,tf' # . ,t': ','''' ! ,. ~,/ .\1 \ " t,' ,'/ l/ t' [ ? Georg~ Eb,l\ortcr. P'.J. r vi , l:1 ( STI\TI~\JH:p(lJn_J INIlERIH II.E 11.1 ~ Namc Ill' Ikccdcnl: STANLEY BLlCHASZ Ilatc Ill' Ilcath: 10/27/1995 Will Nil. Admin. Nil. 21-96,0309 Pnrsuant III Rulc 11. I ~ Ill' Ihc Suprcmc Cllurt Orphans' Cllurt Rules. I rcpllrt Ihc lilllll\\inl,\ \lilh rcspcct III cllmplelilln Ill' thc administratilln Ill' thc ahl1\c,caplillncd cstalc: I . Statc \lhclhcr adminislratilln Ill' thc cstatc is cllmplctc: Yes Nn x , If thc ans\lcr is Nil. slatc \lhcn Ihc pcrsllnal rcprcscnlativc rcasllnahly hdic\cs that Ihc mlminislratilln \I ill hc cllmplclc : December. 2006 J . If thc ans\lcr tll Nil. I is Ycs. statc thc 1i,11ll\\ inl,\: a. accllnnl \lith thc Cllnrt '! Ilid thc pcrsnnal rcprcscnlativc IiIc a Iinal Yes No h. Thc scparalc Orphans' Cllnrt Nil. ( if any I lilr thc pcrsllnal rcprcscntath c' s accllunt is: c . Ilid thc pcrsonal rcprcscntathc stalc an accllnnt inlimnally 10 thc partics in intcrcsl'! Ycs Nil d . Copics Ill' rcceipts. relcascs. joindcrs and apprl1\als Ill' limnal or inlimnal accounts may hc IiIcd \lith thc .-, Clerk Ill' thc Orphans' Cllurt ami may hc attach cd to this rcport. A~# Ilatc: 09/20/2005 Sil,\l1lllllrc ROBERT D KODAK Namc ( Plcasc typc or print I POST OFFICE BOX 11646 HARRISBURG PA 17106-1648 Addrcss l"" ( 717 ) 2367151 Td.No. Capacity: Pcrsonal Rcprcscntalivc x Connsd lilr pcrsonal fcprcscntativc l... I' I. . , , , (;\ \..~ " , I;'.. \ , -:lU . , f' , >,' r J ,. ~ .. . . -.- ~-- .----...-.-~.M. --~ ~- ~.:- . ! STATUS REPOHT UNDER RUI'L~ll Name of Decedent: Stanley 8lichasz Date of Death: 10/27/95 Will No. Adm in. No. 1996-00309 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 No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 1/1/00 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 Sepilr-ate Or-phans' Clllll:t No. (if any) for the personal representative's account is: c. Did t.he personal I:epl:esentative state an account informally to the parties in interest? Yes No ses, joinders and Cerk Date: /D}M/9f I I -- Rnhprot D. Kodak Name (Please type or print) Knupp, Kodak & Imblum, P.C. -A01-Nortn Froont Stroeet Address Harrisburg, p~ l710B~ ( 7171 23B-7151 Tel, No. Capacity: Personal Representative X Counsel for personal representative (MAH: rmf/ AM3) STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND . PENNSYLVANIA Name of Decedent: STANLEY BLlCHASZ Date of Death: 10/27/95 File No. 21-1996-0309 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules. I report the following with respect to the completion of the administration of the above,captioned estate: 1. State whether adminislration of the estate is complete: YES NO X 2. If the answer is "No", state when the personal representative reasonably believes that the administration will be complete: 7/1102 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 Orphan's Court No. (if any) for the personal representative's account is: c. Did the personal representative slate an account informally to the parties in interest? YES NO d. Date: /1)1/01 co I......J 0- Cl ~ >- ~ <. (: ,'. c~.- 13 tr.:-- 407 NORTH FRONT STREET, P.O. BOX 11848 Address HARRISBURG PA 17108 , ~I '. - ... -- ., :-=' ".J c:; (717) 238.7151 Tel. No. Capacity: Personal Represenlative X Counsel for personal representalive Cumberland County - Register Of rlills One Courthouse SquarE: Carlisle. PA 17013 Phone: (717) 240 - 6345 Date: 9/15/2005 KODAK ROBERT D POBOX 11848 HARRISBURG. PA 17108 RE: Estate of BLICHASZ STANLEY File Number: 1996-00309 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death I shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/27/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, " r. " ,. ,-,'-' /i-_ I J 1/i , ..;. , I~... ~"-.-"" . . ~,,~ 7"'l'~......,.J .,.~ ~ :St:;j..a'U.~~- P'A:Rr~Elc STRASBAUGH REGISTER OF WILLS . cc: File Personal Representative(s) Judge Uf Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 9/14/2006 KODAK ROBERT D POBOX 11848 HARRISBURG, PA 17108 RE: Estate of BLICHASZ STANLEY File Number: 1996-00309 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent'S death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/27/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~IWJ.~.r-hb~ Glenda Farner strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ STAIllS R!;.PORT llNDER Rill), (,.I~ Name of Decedent: STANLEY BLlCHASZ Date of Death: 10127/1995 Will No. 1996,00309 Admin. No. Pursuant 10 Rule (,. 12 of the Supreme Court Orphans' Court I~ulcs. I report the fllllowing with respect to completion of the mlministralion of the :Ibovc-captioned estate: I . State whether administration of the estate is clllnplete: Yes No X ~ If the answer is No. state when the personal representative reasonably believes that the administration will be complete: 12/31/07 3 . If the answ~r 10 No. I is Yes. state the following: a. account with the Court? Did the personal feprcscntative file a final 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 infonnally to the parties in interest? Yes No d . Copies of fcceipts. feleases. joinders and approvals of fonnal or infonnal accounts may be filed with the 7 Clerk of the Orphans' Court and may be allached to thiAs report. / /' . ~::-~.~ 0~/ Date: 09/18/2006 ~~ Signature ROBERT D KODAK ESQUIRE Name (Please type or print) PO BOX 11848 HARRISBURG PA 17108-1848 Address ( 717 ) 2387152 Tel. No . Capacity : Personal Representative X Counsel for pcrsonal rcpresentative ~n :: ". ) ~ l.AI\' ornns 01' - Roberl D. Kod.lk GafY J. Imblum KODAK & IMBLUM, P.c. CAMEIlON MANSION 407 NOIlTIII'ItONT STIWET I'OST OFFICE JlOX 11848 IIAIlIlISJlUIlG, I'A 17108-1848 kkl.lawllverlzon.net webslle: kkl.law.com 'l'l!lllplume 717.2.18.7152 FOICsimill! 717.2.18.7158 September 18, 2006 OFFICE OF THE REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE PA 17013 RE: Estate of Stanley Blichasz Our File No. 3.96.0077 No. 21.96.0309, Orphans' Court Division Cumberland County, Pennsylvania Ladies and Gentlemen: Pursuant to your correspondence dated September 14, 2006, enclosed is our Status Report Under Rule 6.12 in the above.captioned matter. Please file same in accordance with your local Rules and Regulations and provide a time-stamped copy to the undersigned in the stamped, self-addressed envelope. As always, we thank you for the fine services provided by your office. RDK/bjh Very truly yours, ~. Robert D. Kodak roberl.kodak@t'er;zoll.IIel I I I I I 1 I I ; i . , , I ,/; . ; enclosure cc MR CHARLES BLICHASZ 652 DEERFIELD ROAD BOILING SPRINGS PA 17007