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HomeMy WebLinkAbout96-00941 ~ - + ~ <t Z ,0. l.IJ co .J UJ ;5 ct" I- \.!J j- ~ >- ::> 0- -l ill l' c:t: Jj ..... 0- 0 ::c cr- o..:J . - ::S 0 I <) '2. - CI) Ct ~ ri S .. u.l ~ . a ...J 0 V) w .. ..J "2. Z VI t!:' ~ ct If.I ~ 0 h " Ilk,j ,,\111,1111' ,I" nil' I' III tt 1111\ Ih.ll 11,1 Illl,'ltHdlo'" lilt .11 It( ~'I'".11 .11,1 1l11,1~11l,1111 r r II 1I "II I,I I! ,'1\' Ii ".,,! !I, 11\ "'I'll.! 1''':1 ,,1 ',111111 I." \'. " I. ,! I., ri;, ."I,t, \ ,I,! I{I \1 II. III ,1 '1111I1',lIlld .It.llh dlll~' .1' l~ I III.. I I." I'! 1111.11lt III I illlI~ WARNING: Ills II10gnllo dupllclllo Ihlb copy by pho!os'nl or phOlogrnph. lit, 1111 Illh u !llth.lll. i.' Itll .~~~\lrQifl~~ U~.'/.. ..\'2.~' ~, . h' r3{ ;r . )311: \ .... ,;; . - ,I, ~. . I ~"" J ~/.fI(Nl n\ 't:'P . . ~~, ~2h~~c~u 1111.1i !tt'.l:I...ll.lr 3869104 SLP 1 f! q'lh (l,ue i\:1I "l.I"I'..-2II? COMMONWEALTH OF PENNSYLVANIA.. DEPARTMENT OF HEALTH. VITAL AECORDS CERTIFICATE OF DEATH .., .., .. foI,UtlotCl 01.. ~"_"~"l .. Alberta loG .......".,. lolI'IOl'UYlN'l - ... .., ,'..",.....-11I lQCI.t.~U("Ulllf""""'tlll L 169 20 0177 Z. UHDtllllDofl' -1-- 0':10111II1" ,_Dn_1 ::"0 t. Camel. Pl\ 82 y.. , ~\ Clmlerl.nd YAIIIL\l.t,que,."'...... -"'.....- ......- Wi<laoed North Middleton . '''_al___...... 801 N. Hanover Str. .. Carlisle. PA 17013 'lIIlOtlll......wt..._"'- ~MIII . J .. .... I:)J .. - MOO OJmberland -.' ,,,0 :...-:::.:::" YO'rtCJll......,,'...-,-~ ... Zsre . wOMWi '''IoUOO,I.QON.II\$l''''~s...Z."",,", 516 N. Ilcdford Str.' Carlisle PA ~._..,-.."c.-. U)CMlQI\I.~__h "" "" .....- "St. Joseph's Cmetery _IJllO.t.OONs.&Ol'IolOUtl' ......129 0-0 ~.........D ....-... " Beavc.rdale, PA -..0 . .-"."" B H t,.IC.lNKINUII'" f!../J It.. 3 ~-73 L Nt.t .11""'10 , . ",,,,,,"to _...__..........____..........o............-........""""ltc.-..-.....,--..--. '......_,_...-- 1......-. 1=-= ""',11I o........,rc..-........-.... ...-.........--,..,._......"""1 fJn ~ c. 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" . .. ~ not qualify, or not accept the p05ition of Executor, then I hereby nominate, constitute and appoint STANLEY BEDNARCHIK as Executor in her place. v. My Executor shall have the following powers in addition to those conferred by law until all property i5 di5tributed: (a) To retain any real or personal property in the form received and to sell it at public or private sale. (b) To manage real estate. (c) To purchase all forms of property without being confined to so-called legal investments and without regard for the principle of diversification. (d) To exercise any option or rights arising from ownership of investments. (e) To compromise claims without order of court or consent of any legatee. (f) To distribute in cash or in kind. (g) To employ accountants, agents, investment counsel, brokers, bank or trust company to perform services for and at the expense of my estate and to carry or register investments in the name of the nominee of such agent, broker, bank or trust company. The expenses and charges for such services shall be charged against principal or income or partly against each as my Executor may determine. My executor is expressly relieved of any liability or responsibility whatsoever for any act or failure to act by, or for following the advice of, such accountants, agents, investment counsel, -2- I . , \ brokers, bank or trust company, so long as my Executor exercises due care in their selection. The fact that an Executor may be a member, shareholder or employee of any accounting, investment or brokerage firm, agent, or bank or trust company so employed shall not be deemed a conflict of interest. Any compensation paid pursuant to this subparagraph shall not affect in any manner the amount of or the right of my Executor to receive commissions as a fiduciary. VI. I direct that my Executor shall not be required to post bond for the faithful performance of his duties in any jurisdiction. VII. I direct my Executor to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my Estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, or any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my Estate to whom such property is or may be transferred or to whom any benefit accrues. -3- I'J-N/-~)' du~EAU OF INDIVIDUAL TAKES lNtl[RUANC[ 'AI( DIVISION DEP'. :aObOI IlARRISBUAG, PA 11I;'I"QbOI J ~~~~~ ~n~ COMHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE (y NOTICE OF INItERITANCE TAK APPRAISEHENT. ALLOWANC[ OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAK "'-lhl" ", Ill-h. JOANNE M MCGREEVY 137 S WEST ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 02-03-97 BEDNARCHIK 09-16-96 21 96-0941 CUMBERLAND 101 ALBERTA z A.,ount Re"itt.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifiY:is'4i"EX-"Fji-n'Fij&Y-NOTicEnOF-YNHEiiii'AN-CE-TA'i("'A-ppiiiiisEHENT-,--"Ll-owAiicE-iili---n-------m-- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BEDNARCHIK ALBERTA Z FILE NO. 21 96-0941 ACN 101 DATE 02-03-97 TAK RETURN WAS, I X 1 ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN L Real Estate ISchedule A) Cl) 2. Stocks and Bonds CSchedule 8) (2) 3. Closely Held stock/Partnership Interest CSchedule C) (3) 4. Hortg.ges/Notes Receivable (Schedule D) (4) ~. Cash/Bank Oeposits/Hisc. Personal Property CSchedule E) (5) 6. Jointly Owned Property CSchedule fJ 1&1 7. Transfers ISchedul. G) (7) 8. Total Assets ) CItANGED NOTE: To insure proper credit to your account, subnit the upper portion of this form with your tax paynent. .00 .00 .00 .00 .00 23 .118.49 .00 181 23,118.49 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn, Casts/Misc. Expenses (Schedule H) (9) 10, Debts/Mortgage liabilities/Liens (Schedule I) (10) 11. Total Deductions 12, Net Value of Tax Return 13. Charitable/Governmental Bequests CSchedule J) 14. Net Value of Estate Subject to Tax 7,364.82 3.329.81 1111 112) 1131 1141 10.694 63 12,423.86 .00 12,423.86 If an assessment was issued previouslY, lines 14. 15 and/or 16, 17 and 18 will reflect figures that include the total of ahh returns assessed to date. ASSESSMENT OF TAX: 15. A"ount of Lin. 14 at Spousal rat. 115) 16. Anount of line 14 taxable at lineal/Class A r.t. (16) 17. Anount of Lin. 14 taxable at Collateral/Class Brat. 117) 18. Principal Tax Due NOTE: .00 K .00= 12.423.86 K .06= .00K.15= 1181 .00 745.43 .00 745.43 TAX CREDITS: PAYHENT DATE 11-21-96 DISCOUNT 1+1 INTEREST I-I 37.27 RECEIPT NUHBER AA146967 AHOUNT PAID 708.26 TOTAL TAX CREDIT BALANCE OF TAX DUEl INTEREST AND PEN. TOTAL DUE 745.53 .10CR .00 .10CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS TitAN $1, NO PAYH[NT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TItIS FORH FOR INSTRUCTIONS. I RESERVAtION: :.:.. CJ iii ""f.. " E.tat.. of d.c.d.nt. dying on or before D.c..ber 12, 1982 -- If any future Inter..t In the est~te I. tr~f.rred In pass..slan or enjay.ent to Clas. I (collateral I beneflclarle. of thl dlCldlnt after the e{Plretlan o~iny e.tate I1fe or far year., the Ca..onwealth hereby e.pre..ay nurvII the right to 8ppralu and a""' tr8n.fer Inhlrltl!lllce at the lawful CII.' I (call.terall r.t. on any such future Interlst, on :n c ,.- ",3 ;O:ln1 _J .~ " ~ ," " rn C:tI 1 \JJ . I., f.... PURPOSE OF HOnCE: to fulfill the rlqulr.eents of Slctlan 2140 of the Inhlrlt.nc. and (statl ,.. Act, Act 22 of 1991, 12 P.S. S.ctlon 2140. PAVHENT I O.tach the tap portion of this Natlc. and sub.it with your pay.ent to the R.gl.t.r of Will. prlntld on thl r.ver.. .Id., ..H.ke chick or .oney order payabl. to: REGISTER OF' HILLS, ACENT All pay..nt. rlc.ived shall flr.t b. .ppll.d to any Intere.t which ..y b. due with any reealnder appll.d to the ta.. REFUND eCR)1 A refund of a ta. cr.dlt, which was not rlqu.stld an the ta. Return, .ay b. requI.ted by ca,pleting an "Application far R.fund of p.nn.vlvanl. Inherltanc. and [.tate ta." (REV-1515), Applications ar. .vallabl. at thl Offlc. of the Regl.ter of Will., any of the 23 R.venue District Office., or by calling the ,plclal 2~.haur an.werlng ..rvlc. nu.blr. for far.. ordering: In P.nn,Ylv.nla 1-800-562-20S0, out.ld. P.nn,Ylvanla and within 10c.1 HarriSburg ar.a (111) '1'-809~, TOOl (717) 712-2252 (H.arlng I.palr.d Onlv), OBJECtIONS: Anv party In Intlr..t not .atlsfl.d with the .ppraisl.ent, allowanc. or dl.allowanc. of d.ductlon., or ........nt of ta. (Including di.count or Inter..tl as .hown on thl. Natlc. .ust obj.ct within .I.ty (60) day. of r.celPt of this Notice by: .-wrlthn prate.t to the PA D.part.lnt of R'Vllnu., laard of App.als, D.pt, 21ID21, Harrisburg, PA 17121-1021, OR ".I.cllon to h..". the .athr d.t.r.ln'd at audit of the .ccount of the p.r.ona1 repn.entallv., OR --applel to the Orphan.' Court. ADHIN IStRAnVE CORRECTIONS: Factual .rrars dl.cov.r.d on thl. ........nt should b. addr,s'ld In writing to: PA D.part.lnt of Rev.nu.. Bur.au of Individual Ta..., AttN: Post A.......nt R.vl.w Unit, D.pt_ 280601. HarriSburg, PA 17121-0601 Phon. (111) 117-6S0S. SI' page S of the bookl.t "In.tructlon. for Inh.rltance T.. R.turn for a Rlsldlnt Dlced.nt" (REV-1S01) far an e.plenatlon of ad.lnl.tratlvely corr.ctabll .rror., DISCOUNTs If any taM due Is paid within three (3) callndar lonths afhr thl dlcldent's de.th, a flv. plrclnt es:o discount of thl ta. paid I. allow.d. PENAL TV: the IS~ ta. a.ne.ty non-participation p.nalty I. co.put.d an thl total of the taM and Int.r..t ....s..d, and not paid b.for. Januarv II, 1996, thl first day aftlr the Ind of the taM ..n.sty plrlOd. this nan-participation p.naltv I. apPlalabl1 In the sa.1 _ann.r and In the the sa.. tl.. periOd a. you would appeal the taM and Intlr..t that has bll.n a......d a. Indlcat.d on thl. notlcl, INtERESt I Intlrl.t Is charg.d beginning with flr.t day of del1nqullncy. or nln. (9) .onth. and one C1) day Iro. the date of d..th, to the data of p.y..nt. ta... which beca'l dlllnquent b.for. J.nuary 1, 191Z b..r Intlre.t at the rate of .1. (6~) plrcllnt per annul calculated at a dally rata of ,OOOI6~, All ta.I' which b.ca.. d.llnqu.nt on and after January 1, 1982 will b.ar Interll.t .t a rat. which will vary fro. cal.ndar Ylar to c.lendar year with that rat. announc.d by thl PA Dlpart..nt of Rlvlnue, fh. applicable Int.re.t rates for 198Z through 1991 arl: '!!!! Intlre.t RIIte Dally Intarest ractar !!!! Intll,e.t Aat. Dally Int.re.t rllctor 1912' 20:< .000541 1911 .% ,000241 1911 16:< .ooo~sa 1911-1991 IlX ,000301 1914 I1X .000501 1992 .% ,OOOl47 1915 U~ .0005S6 1991. JlJ94 1i!: .000192 1986 10~ .00027~ 199~-1991 .% .000241 "Int.r..t Is calculatld .. follow'l INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlcl I,.uld .ft.r the te. bllCo." d.llnquant will r.flect an Int.re.t calculation to flfteln (IS) days beyond thl dati of the a.'I.,..nt. If paY.lnt I, .ad. .fter the Intlre,t co.putatlan date shown on thl Natlc., additional Inter..t .u.t be calcul.tld. CERTIFICATION OF NOTICE UNDEH HUI,E 5.6 ( a) 6tOAlAfLc/tlj<:. Admin. No. Pit AJl) ..1.1 1100 -0 '(0.(/ 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 3/. J If? Name Address Lnl),CI tJ+~j )r7i .L II. ~1 IMI/Ii .5TlC.t t 7 ,C.t..I1I"" l' '1 I~., 0 I , AI, Hui..t -'7" !t-V'f.rJl, HOtl..J.tIt1A-PJ-.N'7!tI''f1 W~lLlf..,lv~""',.) /-0; PI' d"IJ~ 1"4-17 o/f 111t1L/ t 4/:> ~ IC/C "'L~t,c.~ "'/"" ~~" I Notice has now been given to all Rule 5.6(a) except "HI!: Ptltd"oJlfi.. persons entitled thereto under IL, 'ILL~Wr+n'" .+r <-1,".$1. ) D,t'lA.CT'ft,"" 410.IGi.. W+l '4 . rl .q..rz,4:) r- - t'i .. ., - .~ , (' I" , ..". I n' c' 0 '.' 4'il: ~- a: f7\ '~J ;..; UU J,. -~& ~ h1.. ~..(J. .. gignature v Name Jal9^,N~ n,../C-,,v,, x'"lS-lLu"7 Address 11? .I. wCLJ r sr.t..u.r ~+,u.d/..& I'll- 11.0' J ~ Date:~,~ Telephone (117) 1-,/ 1 . ... '1'.... Capacity: Personal Representative ,/ Counsel for personal representative JOANNE MARINO Me URI:EVY, ESC). IJ7 S. WEST STREET CARLISLE, PENNSYLVANIA 1701J 717-24J-(01)2 SUPREME COURT 1147612 .;2 I - '-I (~ - {i 1-1 J d.'.-.i" ~..,.... _.~_,~.,.~._"~....-'_T..~. -' . -.... FAMIL Y SETTLEMENT AND F[NAL RELEASE [N ESTATE OF ALBERTA Z. BEDNARCH[K KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, ALBERTA Z. BEDNARCH[K, late of5[6 N. Bedford Street, Carlisle, Cumberland County, Pennsylvania, died testate on 9/16/96, having first made her Last WiIl and Testament, which was duly executed on December 5, 1989; and WHEREAS, the said Alberta Bednarchik, by the aforesaid Last WiIl and Testament, named Eugenia Bednarchik as Executrix of said Last WiIl and Testament; and WHEREAS, Letters Testamentary on the estate of the said decedent were duly issued by the Register ofWiIls ofCumbedalld County, Pennsylvania, to the said Executrix, on November 22, 1996; and WHEREAS, the said Executrix, hereinafter called personal representative, has gathered the assets of the estate of the said decedent and the assets consist of joint personal property with right of survivorship, with decedent's probated share amounting to 23.118.49, as set forth in Exhibit A, which is a statement of the account of the said personal representative, and which is attached hereto and made a part hereof, and marked Exhibit "A;" and WHEREAS, the debts and deductions, including the payment of inheritance tax in the said estate amount to $11402.89 leaving a balance for distribution to the surviving owner of joint accounts with right of sUlvivorship of$11.715. 60, also as set forth in the statement of account of the said personal representative, which is attached hereto and marked Exhibit "A;" and WHEREAS, the balance for distribution to the joint owner with right of survivorship as shown in the said statement marked Exhibit "A" has been reduced to cash or its equivalent and has been distributed as herein indicated . in accordance with the tenns of the account agreements and the Last Will and Testament of the said decedent and in the Schedule of Distribution as shown in the said schedule, attached hereto and made a part hereof, and marked Exhibit "B;" and NOW THEREFORE, KNOW YE, that we, Marie Novick, Alberta Winieski, Eugenia Bednarchik and Louise Bates, being all of the children of the said decedent, and heirs under the Last Will and Testament of said decedent, and being those persons entitled to inherit under said Last Will and Testament, do hereby, each of us, acknowledge that we have this day had and received from the aforesaid personal representative, a full accounting of the sum or sums of money, legacies, bequests, and devises as are given, devised and bequeathed to each of us respectively by the said Last Will and Testament the amounts due us under said Last Will and Testament, which amOlmts, "Q" dollars, we acknowledge as set opposite our respective names in the table and Schedule of Distribution in said statement attached hereto and marked Exhibit B; AND each of us does hereby stipulate that in order to avoid the expense and time involved in the filing of a fonnal account and schedule of distribution, we each agree that no account is necessary and we do hereby agree that we do consent to distribution being made without the filing of an account and schedule of distribution, the same to be the same force and effect as if they had been filed and confinned by the Court of Common Pleas of Cumberland County. THEREFORE, we, each of us, do hereby remise, release, quitclaim and forever discharge said personal representative, Eugenia Bednarchik, her heirs, executors administrators and assigns, of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the estate of the said decedent, and each of us do further hereby covenant and agree that should any liability come due to the estate of the said decedent after the si/,'11ing of this agreement, we and each of us do hereby covenant and a/,rree with each other and the aforesaid personal representative, that we will contribute pro rata, our share of the said estate, which share amounts to ~ dollars, to satisfY any and all claims, demands, suits or causes of action which may be successfully prosecuted against the said estate of the aforesaid personal representative after the signing, sealing and delivering of this Family Settlement agreement and final release. IN WITNESS WHEREOF, we have hereunto set our hands and seals this /.,,('1: oJ It..,t, day of ,i.{N'h"'V' , 1997. Witness: ")J!r<i,U /.1 )(;I.~t'L (SEAL) MARIE NOVICK l!f /JJJnl-:!X;11 flu A1i~{ft:~:;;~"/. (la.dtUv.u&' (ltVJU';<"'~L' ~_ a z:;.., ui- ~ ~) . LOUISE BATES ! . ~ tu..Aou 11 >fr J'VLu:b:1 '.' ....~." '.L. J.t:../.: / I ' . EUGE IA BEDNARCHIK STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND : SS (l,/..UiiMrl.[.0l (IevJM (SEAL) (SEAL) (SEAL) On this, the 10th day of n",. , 1997, before me, a Notary Public, the undersigned officer, personally appeared Eugenia Bednarchik and Alberta Winieski, ( known to me or satisfactorily proved to be) the person(s) whose names are subscribed to the within instrument, and acknowledged that they have executed the same for the purposes herein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. JiliJ\cl~ S O'0t.=> NOTARY P LIC \~endy S. Ciuffo My commission expires ~q My office is in Cumberland Coun~y Carlisle PA -- -_._~ r ~,..'...._:...,~ ;\.~~; I 1".. ., : '. '. -." r:'.",,:~ I . ,--.. ': ~.' :; :',' . '" :>:.::~~/~,; L.~~~. r"""lil;~~;r.;...~\;'G~~:';id Nv~~,. _.. Ill" HOO (l. I' \/") w ~ )Il:~cn U",,, w"-U ",c'" U"'~ S" .~ "'Z Ww ",,, "'z Sf I i I I I OICUJlttl 'J "AMI !IA~1-iii\t,\tj~iilr7;~iiliil ~..~....~ /)4, ,\C\ -. .,.. I' . , . /. i I 1 ~' 'OR DATlSO' DIATH AnlR 12/31/91 CHICK HIRI If A 5POU5AL POVIRTT CRlDIT 15 CLAIMID I ] Fill NUMBlR INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ,qqf..p qlfl dt:l''''~({(tlll< A-Ltll<.T"I '2-....<../.t' '/,~\l~""" ~":" 0 I ; 7 I''''q~':';''? ~ r71;~"'" "...":" k"~"" """,,, ....,....' ..,. "". "., ....... 1'0"" ",,,,,,. ioU.'" [~ Original Relurn : 1 Supplemonlol Relurn [ ] J. limiled hlal" r~ (OMMOHW( AIIIl 01 1'1 tHl'JH""HIA U(p,uIMftH 01 "llIltH1I 1l1P' 1110hOI 14A1llll!.IUllG PA 1"111 OM)1 ~ Z w " w U w " 01../ COUNty COOl -~------ 1;T(i'ii"ll.. ({lMPii1i-;iJiiiT\'J CH~""~ of ,,"0;> B'ol N. r-I~~ ovvc. YEAR tWMBER ..,.".....1"" H--..., \, .11" C.........L-i J.. ., J 1'~'7a!.t ("unl c:.u~ "'~... 1..,P f""'''''' "",,'" I'" ""TOul/lm,,, II) - 121 I J } - I J } - 15 } - 16) .). 31 JJ j, 'f if 111 - 191 73 10'1. y.)... (10) 3 :3 ..l.f. PI I a) I : J [ J 5 .La Remainder Relurn (for dolo, 01 deoth prior 10 12-13.821 Federal EUale To. Relurn Required j 010 fUlure IntCHlnt Campramiul (for dolln 01 deolh aher 12.12.82) Decedenl Died Tlnfote : 7 Deco dent Mainloined 0 living Trust IAlloch (Opy 01 Will) {Alloc" copy 01 Trull} ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTEO TO, 'jAM( ~... '.0 ~PIITl MAIUNGAODAt~~ .,).."11I",,,;. .M+n-,,vo MrGtC-C~"'7 C5. 1\.. .. 137 !.....€-JT rr iti.(PHO-fifmJMBTil----.---------.--..--. -...... --- --. ---J r""tC-"'~"",'--A 11 a'J I}J2L c~'13.c,--:cOo _7\.- . . .. n_ z " ;:: c( ~ " "- :E " U >< c( ~ + Total Number of Safe Deposit 80.e, J. 3,1J I. 'if 10) "'i.'-/.. '.1_____. 1 ~ I "{'.1-J.J.t......__. 1111 (l2) (1J) ._J.1.4)....:!.~F~ J.cl..-<tJ. .--.:=== - = ..9"1{ o,_VJ Net Value of E\tote lline B minus line 111 13. Chari lab Ie and Goyernmental 8equesh ISchedule JI 14. Net Value Subiectlo To. (line 12 minu!_l~~..!._.~_________. _._._________~_.__._ IS. Spou,ol Transfers Ifor dale' 01 dealh after 6.30.94) . - .. - ., ,-. See InstrUClions far Ar,plicoble Percenlage on ReYllIIIl (15) r;;:or;;,. I." ~,... 'II:J_ Side. (Include values rom Schedule K or Schedule MI 16. Amount of line 14 to. able at 6% rote (Include values from Schedule K or Schedule M.I 17. Amount of line 14 to.able at 15% role Ilnclude volues from Schedule K or Schedule M.) 18 Principal 10. due (Add laJ. from linel 15. 16 and 17.J 19, Credits Spoulol Poverty Credil Prior Payments z " ;:: :5 " ~ 0: c( U W '" I Real ES'ate (Schedule A) 2 Stoc~, ond Bondi (Schedule 8) 3 Closely Held SIoc~/Partnellhip Inte""l ISchtldule q 4. Mortgage, and Nolel Receiyable ISchedule OJ 5. Cosh, 8an~ Oepasih & Mi"ellanfloul Pellonol Properly IS,h.dul. E) 6. Jointly Owned Property (Schedule FI 7. Transfers (Schedule GI (Schedule L) 8. Total Gran Aneh (total lines 1.7J 9. Funeral E.penles, Adminiltraliyo Calh. MilCellaMous E-penses (Schedule H) 10. DeblS. Morlgoge liabilities, lien, (Schedule IJ 11. T 0101 Deductions ltotalline, Q & 10) 12. .. (161 1,.1, '"f23.fb . .06 = 7 'fr;.<I.? ~ (la) n 1.'1 r. 113. :s 7./1 ~ . .15 = (171 DilCount Inlere~t (191 {201 7 of.J-'- - .. 70'. i:.L . >- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~ 'Jnder penaltiel 01 perjury. I declare lhot I haye eJ.amined lhil return, including accompanying schedules and stalemenll, and to Ihe bell of my ~nowledge cnd belief, I i, true, correct and (omplete. I declare thaI 011 real eltotfl has been reporled 01 true mor~et value. Decloralion of preporer olher than the personal representotiye is 'losed on 011 informal ion of which preparer has ony ~nowledge ~IGN"'IUlt 0' '[I!lor~ IlSoPON!ollLI '01 fILINe. AtlUil-t~A-6D-R-i~!;-~-------~~~- ...-----._----~-----.--- --~--~~ OATE------- + 1n?117. 20. If line 19 is greater than line 18, enter Ihe difference on line 20. Thil is Ihe OVERPAYMENT, DID \IG?/'Ulf 0' Plf'....(1 OTHfR: THAN IfPAUINTATI\I( .t.DOIl~r--.-----------~---~~--~- _~ ~~~.._L?.LA.._~~_At_.C!tvo<'.";.. fll /7.{, 1 [)ii(------.--- .~.L..L.7. ' Check here if you are requesting a refund of your overpayment. 21. If line 18 is greater than line 19, entflr Ihe difference on line 21 Thil i, Ihe TAX DUE. A. Enter the inlerell on the bolance due on line 21A. B. Enter the lotol of line 21 and 21A on line 218. This is the BALANCE DUE, Mak. Check Poyobl. to: Reglst., ~f Will" A_gent 121} 121AI 12181 , ..\1 \ '. ..., . , " LAST WILL AND TESTAMENT OF ALBERTA Z. BEDNARCHIK I, ALBERTA Z. BEDNARCHIK, Borough of Carlisle, County of Cumberland and State of pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made. I. I direct that my Executor hereinafter named shall pay . all my just debts and funeral expenses as soon as conveniently may be done after my decease and that I be interred in my lot in St. Joseph Cemetery, Beaverdale, Pennsylvania. II. All the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, I I s~arel hereby give, devise and bequeath in equal shares, share and alike, per stirpes, to my four step-daughters, named as follows: MARIE NOVICK, EUGENIA BEDNARCHIK, LOUISE BATES and ALBERTA WINIESKI. III. The word "Executor" when used herein shall include both I genders and the singular or plural as the context may require. IV. I hereby nominate, constitute and appoint my step- daughter, EUGENIA BEDNARCHIK, as Executor of this my Last Will and Testament. If my said step-daughter should predecease me, I I I I I , \ I I 1 ..... t. , , not qualify, or not accept the position of Executor, then I hereby nominate, constitute and appoint STANLE~ BEDNARCHIK as Executor in her place. v. My Executor shall have the following powers in addition to those conferred by law until all property is distributed: (a) To retain any real or personal property in the form received and to sell it at public or private sale. (b) To manage real estate. (c) To purchase all forms of property without being confined to so-called legal investments and . without regard for the principle of diversification. (d) To exercise any option or rights arising from ownership of investments. (e) To compromise claims without order of court or consent of any legatee. (f) To distribute in cash or in kind. I I (g) To employ accountants, agents, investment counsel, brokers, bank or trust company to perform services for and at the expense of my estate and to carry or register investments in the name of the nominee of such agent, broker, bank or trust company. The expenses and charges for such services shall be charged against principal or income or partly against each as my Executor may determine. My executor is expressly relieved of any liability or responsibility whatsoever for any act or failure to act by, or for following the advice of, such accountants, agents, investment counsel, -2- ~I 1.1 ~ brokers, bank or trust company, so long as my Executor exercises due care in their selection. The fact that an Executor may be a member, shareholder or employee of any accounting, investment or brokerage firm, agent, or bank or trust company so employed shall not be deemed a conflict of interest. Any compensation paid pursuant to this subparagraph shall not affect in any manner the amount of or the right of my Executor to receive commissions as a fiduciary. VI. I direct that my Executor shall not be required to post bond for the faithful performance of his duties in any jurisdiction. VII. I direct my Executor to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my Estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, or any property required to be included i~ my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my Estate to whom such property is or may be transferred or to whom any benefit accrues. -3- AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 5S: - We, ,JoJ./,v /1. WIN,,;S,", and D.S I 11 [ "",,,71 ' , the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will; that ALBERTA Z. BEDNARCHIK signed willingly and that s/he executed it as her free and voluntary act for the purposes therein expressed; that each of us in the h~aring ,and sight of the Testatrix signed the will as witnesses;. and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue I influence. Ctldu~ Witness (/ )J.1.~ Witness Sworn or affirmed. to and subscribed to before me by Jl/lIIJ ,^,1^,E'~/q and b;j. Mf;II<.v,"Tf , witnesses, this ) II+- day of l)E'r;,.,gF/7 I I :t NOTARIAL SEAL RAYMOND J. RESTAGNO. NOTARY PUBLIC HAMPOEN TWP. CUHBERL~ND COuNTY MY CCJlHmlOIl rx.:RES .I'M 27. 1991 -6- Ilyn"'l.tllll'l 9JIt.(l 'C~ COMMONWI;.UH Of '(N~4~YIVAUIA INHUnANCI tAll: III1UIIN IIUIDINt DfCIDINt SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF A- ... (S LtL 1"'" -Z-A-1f_r,.,K_~~("/J 40' C j.J. L f;:;, Jolnllonanll.I, FILE NUMBER NAME A. ~v't'" 14 ... Stt7,A141C.C'H' K.. AODRESS RELATIONSHIP TO OECEDENT __~______.._...._. .__....._.^.__~~__.._.._.. __n._.._._.._.__ ___ 511. !oJ. B€..pFolC.'p PAV.'l1rvr C/f-(l.. LI J"'~ ,..., 1'0 JJ B. C. Jolnlly.ownod proporty: ITEM LmER OATE FOR TOTAL VALUE OECO'S DOllAR VALUE OF NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. A 7/,1/17 c:l+ul<'...... 4c.c.'r '1F / 'fS"~" ~ /P a OA...,Pff, ,.J Olf'",:.,r 'f7r'J..~ " $'0 .;1,,3 7'-. 'It? , :l. A 7/51 hi ~/H!l.19 ..... l< J "",..... prt J...J O.,(1a)/ r ''',.;1,$'(.,1/ l >~ e, ' ;l.. ,y, J... J t=f:: of' ll~ .., .... ;I '/1. g . A '11....Jrd D 1++ (f./f-IJ S-tu/....c.) 7, " Go " ..r: -t:b- 17 0" 00' r).,j Ict)3j3. as' S'o 'i. Ir )~Jol'il f-M..e. re , 1 c.odi: I S, J-'1 '1.r7 5'0 ~, '11./7. J- 17 )~ ). ,.....,..,1 I I --~---_.~ --...--- TOTAL (Aho enter on line 6, Recopitulolion) $_ ~ 3 .-lJ.L _ :J.. d' (II more space is needed insert additional sheets 01 some size) '7 '1-1- .,... t~" II. 17 It, SCHEDULE H ~~ ~~,~ FUNERAL EXPENSES, COMMO"W"'''' Of "'''''''VA'''' ADMINISTRATIVE COSTS AND , ''''m::~i\~'o\~~~::~''' MISCELLANEOUS EXPENSES I.... . -"Io~.! Prln!. or Type ESTATE OF ' FILE NUMBER -A.J-tJ to,c..: r:A. '7...Af?! t:-<._.lSf.P~I!~_c. H Ll<" .w.__ _J ITEM NUMBER DESCRIPTION 1. A. Funoral Expon.... r-= Ihv (""If- .. H-a ""1 ( FL......... L-n.> P,,,,,,, c.A. I , 1. B. Admlnl.tratlve Co.t.. 2. Personal Representative Commissions Social Security Number of Pe..onol Reprelentalive, -P.!I,)... - t 4- - 9/.), .1 Year Commi..ions paid ('1J~ Attorney Fees 3. Family exemplion Claimant 4. C. 1. 2. 3. 4. 5. 6. 7. 8. Relationship Addre.. of Claimant at decedent's death Street Addre.. City Stale __ Zip Code Probate Fees Miscellaneous Expen.e.. ,.J a or' G4 I' H-a-rn c...o f" I 2..1 , f': I 1-/,,</ ,;.. TOTAL IAlso enler on line 9, Recapitulotian) (If more space I. n..dod, In.ort additional .hoet. of .ome size.) AMOUNT !>~ 1'3.l.f9 1/ .s' SO. '1 oJ.. </-S'/:J.01O 9 ~, Q 0 " r. if I I $". 0 .. S 7116 IJ ~ - . . v STATUS REPORT UNDER RULE 6.12 Name of Decedent: IJ I ,...; 'I\'r/; .-, ? .- Date of Death: : /, (. Ii, Will No. .) }- I rr Ii!' :'. I .../ I , f)} ('Iv' 11'~ , ..." V Admin. No. ..," ..J ..~~ Ie, ,.H , . . 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 2. If the answer is No, state when the personal representative reasonably beiieves that the administration will be complete: - 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No ,// . b. The separate Orphans' Court No. (if any) for the personal representative's account is: .- c. Did the personal representative state an account informally to the parties in interest? Yes ,..... No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. lil Da te :~.J.f.,f s'i~~a t~~~)"" . ~ )n (j/, , , . 'J }.--",,1""': 11~'A',,,..j 11f6-r...~~"Y Name (Please type or print) 1,5..} c; t...;f 11 j 1-, Address {....,:!L,l'-C tA 11','''s , i"": ( I,') .)'-13 "'''f ~ Tel. No. Capacity: Personal Representative t~Counsel for personal representative ~\ ,- ._ ..J (.J '-: (HAH:rmf/AM3) . ... JRD/June 30, 1992/17858 REGISTER OF WILLS Cumberland County Courthouse Onc CourthollSc Squarc Carlisle, PA 17013 NOTICE pURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: PClSDnal Representative Counsel: .l()l.lI!IIlR tool Mrr.1>m.'\N =r\ .- RE: E'slllte of ALBEHTA Z BEDNARCHIK , Deceased, Late of CARLISLE OOROOGl:! E'slllte ND.: 21-1996-0941 Date of Decedent's Death: 9-16-96 Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if applicable, within two (2) years of the decedent's death, and annually thereafter until administration is completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12. in substantially the prescribed form. showing the date by which the personal rcpresentative. or attorney, as applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills is required to IlDtify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to detelTDine whether sanctions should be imposed upon the delinquent personal representative and the delinquent perfn~1 9wpresentative's counsel, if any. AccoIdingly, if the requisite Status Report is not filed by -. , 19_, you are hereby advised that a request will be submitted to e Court in accordance with Rule 6.12. 10.22-96 Date: Distribution to Estate File