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Home My WebLink About04-23-08 .-J 15056051058 REV-1500EX(06-05) PA Department ri R8venue *' BuI8lU d Individual Taxes INHERITANCE TAX RETURN ~~7128..0601 ".i~ ~ RESIDENT DECEDENT ENTER DECEDENT ...FORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY Counl.y Code V_ 1-. \ 61 Fie Number 5<:62 Date d Birth 199-12-8012 0410412001 0212811920 Decedent's Last Name Suffix Decedent's First Name MI MRAVICH DELORES (If Applicable) EnIBr Surviving Spouse'. Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social SeaJrity Number na RETURN MUST BE FLED II DUPUCATE WITH THE REGISTER OF WILLS FLL ... APPROPRIATE OVALS BELOW .; 1. OrIgInal Return 2. Supplemenlal ReCum 3. Remainder Return (date of death prtor to 12-13-82) 5. Federal EsIa. Tax Return Required 48. Fulur8 InW8st CompromIIIe (dais d death after 12-12-82) 7. Decedent MaInlaIn8d a UvIng Trust (Attach Copy d Trust) 10. Spousal PCMlIty CI8dIt (datil d death 11. EIedIon to tax under See. 9113(A) between 12-31-91 and 1-1-96) (Attach Sch. 0) CORRESPONDENT - TtIS SECTION IIUST BE CCMUlB). ALL CORREIPOIIDEIICE loW CONFIDEJIlW. TAX IWOIWAT1OII SHOlI.D BE DIRECTED TO: Name ~me~~~~~ 4. lJmIed EsCate .; 6. Decedent 0l8d TesIatB (Attach Copy of WI!) 9. UIIgallon Proceeds RlIcl9Iwd 8. TctaI Number of Safe Deposl Boxes SYlVIA MRAVICH Firm Name (If Applcable) (111) 114-1318 REGISTER Of WILLS USE ONLY 360 R PARK AVENUE ,-) ;:~'Q : ..-"--' . :T~ r) r-..;, = ~ ~:::> First line d address :1;-11>> PA ZIP Code 11070 r-n ~-"J ;>., DAT~~~ ,'-- :lJ --I -(""I :;;5 f'0 W Second line of address City or Post Office NEW CUMBERlAND State -0 ~;.. .....-J ..J;-." w w i \ PARK AVENUE, EWCUMBERLAND, PA 17010 SIGNATURE OF PREPARER OTHER THAN REPRESENTAnVE DATE ADDRESS PLEASE USE ORIGINAL PORII ONLY Side 1 L 15056051058 15056051058 .....J ,., / .-J 15056052059 REV-1500 EX Oecedenfs Name: RECAPITULATION DELORES MRAVICH 1. Reel estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 2. 3. Closely Held Corporation. Partnelship or SoIe-Proprielorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . .. . . . . . . . . . . . . . . . . . . . . ., 4. 5. Cash. Bank Deposlls & Misalllaneous Personal Property (Schedule E) . . . . . . ., 5. 6. Jointly Owned Properly (Schedule F) Separate BiI\lng Requested . . . . . ., 6. 7. Inter-ViY06 Transfens & Miscellaneous ~ Property (Schedule G) Separate BiIIng Requested.. . . . . .. 7. 8. T_I GroA AsMta (lolal Ules 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Cosls (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. DebIs of Decedent. Mortgage Liabilllies. & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 11. T_I o.dudIons (lola! Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 11. 12. Net Value of Edda (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusls fur which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . .. . . . . . .. . 13. 14. Net Value Subfec:Uo Ta (Line 12 minus Line 13) .. . . . . . . . . . . . . . . . . . .. . . . 14. TAX CO..uTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under See. 9116 (8)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X.O 45 3,670.57 16. 17. Amount of Line 14 taxable at sibHng rate X .12 17. 18. Amount of Line 14 taxable at oollateral rate X .15 18. 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . _ . . . . . . . . . . . . . . _ . . . . . . . . . . . . . . . 19. 20. FLL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYIENT L 15056052059 Side 2 Deoedent's Social Security Number 199-12-8012 25,000.00 254.28 3,869.90 29,124.18 18,179.00 7,274.61 25,453.61 3,670.57 3,670.57 165.17 165.17 15056052059 ...J REV-1500 EX Page 3 Decedenfs Complete Address: Fie Number DECEDENTS NAME OECEOEHT'S SOCIAl. SEClIRfTY NUMBER DELORES MRAVICH 199-12-8012 STREET ADDRESS 360 R PARK AVENUE CI1Y 1 STATE I ZIP 17070 NEW CUMBERLAND PA Tax Payments and Credits: 1. Tax Due (Page 2 line 19) 2. CredilslPaymenls A. Spousal PGWrly Credit B. Prior Payments C. Discount (1) 165.17 Total CI1ldiIs ( A + B + C ) (2) 3. Int8RlSflP8nalty if applicable D. InIentst E. Penalty 13.21 TotaIlnf8nlst/PenaIly ( D + E ) (3) 4. If Line 2 is weater Ihan line 1 + Line 3, enter the diIference. This is the OVERPAYMENT. F. in 0'IIII an Page 2, Line 20 tilt ~ a rwfund. (4) 13.21 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) 165.17 13.21 178.38 5. If line 1 + line 3 is greatsr than line 2, enter the diIference. This is the TAX DUE. (5) A. Enter the interest on the lax due. (SA) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESnONS BY PLACING AN T IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use Of income of the property transfened; .......................................................................................... 0 Ii] b. retain the r9d ~ designate who shall use the property lransferred Of its income; ............................................ 0 [iJ c. retain a reversionary interest; Of.......................................................................................................................... 0 iii d. receive the promise for life of either payments, beneIi1s Of care? ...................................................................... 0 /iJ 2. If deaIh occull'8d alter December 12, 1982, did decedent transfer property within one year of death wiIhout receMllg adequaIe consideration? .............................................................................................................. 0 [i] 3. Did decedent own an "in trust fur" Of payable upon dealh bank acalIMlt Of sectJity at his Of her death? .............. 0 Iil 4. Did decedent own an Individual Retirement AccounI, annuity, Of other non-probate property which oon&ains a beneficiary designation? ........................................................................................................................ 0 [i] IF TlfE ANSWER TO MY OF litE ABOVE QUESllONS IS YES, YOU IIJST COIFLETE SCHEDULE G AND FlE IT AS PART OF TIE RElURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of IransiHs to or for the use of the surviving spouse is three (3) percent (12 P.S. ~116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the lax rate ifT1losed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. ~9116 (a) (1.1) (Ii)). The slatute does not exemot a transfer to a surviving spouse tom tax, CIld the sIatutory requirements b'disclosure c:t assels and filing a lax return are sIiU applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net vakIe of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent (12 P.S. ~9116(a)(1.2)). The lax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, elOlpt as noted in 72 P.S. ~9116(12) (12 P.S. ~116(a}(1}J. The tax rate imposed on the net vak.leoftranst.n to orbrthe use oflhe decedent's siblings is lweIve (12) percent (12 P.S. ~116(a)(1.3)).Asibling is defined. under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (6-9W COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDUU A REAL ESTATE ESTATE Of DELORES MRAVICH AI ,... fI"IPIItY __ __ or _ . tInant in ___ ..... be ......1It fair lllalkllt..... Fair mMGIt value is d8lined as the price lit wtIich property Wldd be exchanged ~ a willing buyer and a willing seller. neither being compelled to buy Of'.... bath haYing 18MOI1IbIe kncJMedge d the RlIevant facts. RIal pntpIIty wIIioIt II jointly llMlld will riQM of slA'Yivorlhip..... be....... on SGhIduIe F. fiLE NUMBER ITEM NUMBER 1. DESCRIPTION VALUE AT ~TE OF IEATH House (Row Home) 25,000.00 TOTAL (Also enter on line 1. Recapilulation) . (If ITlOf'8 space is needed. insert additional sheets of the same size) 25,000.00 REV-1503 EX... (6-98* COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULI 8 STOCKS & BONDS ESTATE OF DELORES MRAVICH FIlE NUMBER All prvperty jolntly-owned wIh r\gIIt of SUlfIvorIhIp IIIUIt be cIIIcIoeId on Schedule F. ITEM NUMBER 1. DESCRIPTION Mutual Fund (Aim ConsteRation Fund - Class A) VAlUE AT DATE OF DEATH 254.58 TOTAl (Also enter on "118 2, Recapitulation) $ (If molll spece is needed. insert additional sheels oHIle same size) 254.58 REV-1509 EX+ (6-98* COMMONVllEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DELORES MRAVICH If an .... _ made joint wIlIin _ )'HI' fA lie ....... ... fA .....It nust be ..,ortId on SoheduIe o. SURVIVING JOINT TENANT(S) NAME A~ RBATIONSHIP TO DECEI::ENT SCHIDUU F JOINTLy-oWNED PROPERTY A. Sylvia Mravich 360 R Park Avenue New Cumberland, PA 17070 Daughter B. c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY ..Of DATE Of DEATH ITEM FOR JOIjT MADE INCLUDE NAME Of FIIANCIAI. IHSTTTUTIal AND BANK ACCOUNT NUMBER OR SIMILAR DATE Of DEATH DECD'S VALUE Of NUMBER TENANT JOINT IDENTlFYlNG NUMBER. ATTACH DEED FOR JOINTlY-HELD REAL ESTATE. VALUE Of ASSET IITEREST DECEDENT'S liTER EST 1. A. 01/02186 PNC Bank - 5140084608 7,739.80 50% 3,869.90 TOTAL (A1&o enter on line 6. Recapitulation) $ 3,869.90 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-991_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT seMIDUU M fUNERAL EXPENSES & ADMINISTIATIVE COSTS ALE NUMBER ESTATE OF DELORES MRAVICH Debts GI dIcedInt IIIUIt be ........ on SchllduIe L ITEM NUMBER A. 8. 1. DESCRPTlON AMOUNT 1. FUNERAl EXPENSES: Services of Funeral Director & Staff - Uses of Facilities -SeMces - Equipment - AulClmolive Equipment Embalming - Dressing, Casketing and Cosmetology Casket - Interior and Exterior Crucifixes Flowers Clergy tmorarium Certified Copies of Death Certificates Internment - MemoriaIization - Merchandise - Services ADMINISTRATIVE COSTS: PeIlOl1lI R~'s Commissions Name ct Personal R8pAIsent8tMI(s) SocIII Security Number(s)JE1N Number of PlIISOnal Repl8S8l1latMl(s) Stl'8et AddI8SS 2,880.00 935.00 3,915.00 159.00 150.00 24.00 6,616.00 2. 3. 4. 5. 6. 7. City Year(s) Commission Paid: S1atII Zip 3. 2. At10mey Fees 3,500.00 Family Exemption: (If decedent's address is not lhe same as claimenl's. atIach explanation) ClIIlmant Sylvia Mravich Stl'8etAddl8SS 360 R Park Avenue City New Cumberland ReIalionship ct Claimant 10 Oeoedent Daughter SIBlII PA .Zip 17070 4. Prob8t8 Fees 5. Aooountanrs Fees 7. 6. Tax Return Pnlpsrer's Fees 18,179.00 TOTAL (Also enter on line 9, RecapiIuIation) $ (If more space is needed, insert additional sheets of tle same size) REV-1512 EX+ (12-Q3) . COMMONWEAlTH OF PEMNSYlVAHIA INHERITANCE TAX RE1\IRN RESIDENT DECEDENT SCHIDUU I DEBTS Of DECEDENT, MOII'GAGE UABlLITIES, & UENS ESTATE OF FILE NUMBER DELORES MRAVICH Report debts IncurNd by the dIcedInt prior to dnIh ....ch ,......, unpaid u of the ... of dIMb, Including unnI...... -.IIcIJ ....... ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Steelton Borough 116.30 2. AT&T 67.31 3. PP&L 119.81 4. UGI 376.60 5. York waste Disposal, Inc. 93.31 6. Verizon 83.86 7. Comcast 66.96 8. Tax Collector 786.32 9. Capital Area Surgical 260.85 10. Ambulance 62.47 11. Pennsylvania Gastroenterology 164.26 12. Pinnacle Administrative 93.43 13. Vascular Associates 6.49 14. Pulmonary And Critical Care Medicine Associates, P. C. 884.64 15. Quantum Imaging & Therapeutic Associates 4,092.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed. insert additional shellls of the same siz8) 7,274.61 REV-1513EX+(9-00) .- COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT scalDULI J BENEfICIARIES ESTATE OF DELORES MRAVICH FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY Do Not Lilt TruIIlII(a) Of ESTATE I TAXABLE DISTRIBUTIONS pnclude outright spousel dislributions, and trIInsfens under See.. 9116 (8) (1.2)) 1. Sytvia Mravich 360 R Part. Avenue, New Cumbertand, PA 17070 Daughter 100% ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV-1500 COVER SHEET U NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B_ CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART H - ENTER TOTAL NON-TAXABlE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If 111019 SJllIC8 is needed. inseIt additional sheels or the same size) Will of Delores Mravich Part 1. Personal Information I, Delores Mravich, a resident of the State of Pennsylvania, Cumberland County, declare that this is my will. - Part 2. Revocation of Previous Wills I revoke all wills and codicils that I have previously made. Part 3. Children I have the following children now living: Elaine Mravich, Kathleen Mravich, Rosemary Kristoff, Stanley Mravich, Jr., Sylvia Mravich and Theodore Mravich. Part 4. Grandchildren I have the following grandchildren now living: Daniel Kristofflll and Tanya Kristoff. Part 5. Failure to Leave Property ::; 0 If I do not leave property in this will to one or more of my children or grandchlIdrelt _ !. ( 1 named above, my failure to do so is intentional. ,.-, ':"::') c. Part 6. Disposition of Property All beneficiaries must survive me for 45 days to receive property under this will. As used (.,) in this will, the phrase "survive me" means to be alive or in existence as an organization on the 45th day after my death. '.. :' - C'l All personal and real property that I leave in this will shall pass subject to any encumbrances or liens placed on the property as security for the repayment of a loan or debt. If I leave property to be shared by two or more beneficiaries, it shall be shared equally by them unless this will provides otherwise. If I leave property to be shared by two or more beneficiaries, and any of them does not survive me, I leave his or her share to the others equally unless this will provides otherwise for that share. "Specific bequest" refers to a gift of specifically identified property that I leave in this will. "Residuary estate" means all property I own at my death that is subject to this will that does not pass under a specific bequest, including all failed or lapsed bequests. Page 1 or 4 Initials: D M .5n1 TM Date: / I J S! D5 ..... Will of Delores Mravich .... '.l\iq I leave my residuary estate to Sylvia Mravich. Part 7. Executor I name Sylvia Mravich to serve as my executor. No executor shall be required to post bond. Part 8. Executor's Powers I direct my executor to take all actions legally permissible to have the probate of my will done as simply and as free of court supervision as possible under the laws of the state having jurisdiction over this will, including filing a petition in the appropriate court for the independent administration of my estate. I grant to my executor the following powers, to be exercised as he or she deems to be in the best interests of my estate: 1) To retain property without liability for loss or depreciation. -... 2) To dispose of property by public or private sale, or exchange, or otherwise, and receive and administer the proceeds as a part of my estate. 3) To vote stock, to exercise any option or privilege to convert bonds, notes, stocks or other securities belonging to my estate into other bonds, notes, stocks or other securities, and to exercise all other rights and privileges of a person owning similar property . 4) To lease any real property in my estate. 5) To abandon, adjust, arbitrate, compromise, sue on or defend and otherwise deal with and settle claims in favor of or against my estate. 6) To continue or participate in any business which is a part of my estate, and to incorporate, dissolve or otherwise change the form of organization of the business. The powers, authority and discretion I grant to my executor are intended to be in addition to the powers, authority and discretion vested in him or her by operation of law by virtue of his or her office, and may be exercised as often as is deemed necessary or advisable, without application to or approval by any court. - Part 9. Payment of Debts Except for liens and encumbrances placed on property as security for the repayment of a Page 2 of 4 Initials: D M ..sm::eM Date: " Is J OS I ' Will of Delores Mravich '4~ loan or debt, I want all debts and expenses owed by my estate to be paid in the manner provided for by the laws of Pennsylvania. Part 10. Payment of Taxes I want all estate and inheritance taxes assessed against property in my estate or against my beneficiaries to be paid in the manner provided for by the laws of Pennsylvania. Part 11. No Contest Provision If any beneficiary under this will contests this will or any of its provisions, any share or interest in my estate given to the contesting beneficiary under this will is revoked and shall be disposed of as if that contesting beneficiary had not survived me. Part 12. Severability If any provision of this will is held invalid, that shall not affect other provisions that can be given effect without the invalid provision. Signature I, Delores Mravich, the testator, sign my name to this instrument, this of NOV~M8ER, ;JDDS ,at NfWCUMfJERLAND, PA declare that I sign and execute this instrument as my last will, that I sign it willingly, and that I execute it as my free and voluntary act. I declare that I am of the age of majority or otherwise legally empowered to make a will, and under no constraint or undue influence. ~-th ,~... day . I Signature: ~~./ Witnesses We, the witnesses, sign our names to this instrument, and declare that the testator willingly signed and executed this instrument as the testator's last will. In the presence of the testator, and in the presence of each other, we sign this will as witnesses to the testator's signing. IIII IIII IIII IIII IIII IIII ...... "Jlf'" Page3of4 Initials:Jl..tL ~ I:M Date: I J /5 J OS Will of Delores Mravicb ..... To the best of our knowledge, the testator is of the age ofmajority or otherwise legally empowered to make a will, is mentally competent and under no constraint or undue influence. ,,,,. We declare under penalty of perjury that the foregoing is true and correct, this S t.. day of NO VEMBEA , J 005 , at NEW CUMBERLAND} PA Witness #1: ~t' ~ f Residing at: 0/'0 ((, ,oA..R 1< ,q. V e N.ew C\.\W\ ~e,..I,",,"J f1 t1. t 7 0 7 0 , I Witness #2: 7~. ~. Residing at: .1CO R P_f\ k I1ve.J N~ 11.1 CLuM h..uJo...~) B.... [70 ?Q - - - - Page 4 of 4 Initials: D M s.m:eM Date: I / /5/ OJ'' -