HomeMy WebLinkAbout05-20-08
15056041158
J REV-1500 EX (os-05>
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
Po Box zaosot INHERITANCE TAX RETURN 21 0 8 0 2 7 4
Harrisburg, PA 17128-0501 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
205-09-6337 12252007 02151915
Decedent's Last Name
RADOS
Suffix Decedent's First Name
BARBARA
MI
K
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
FILL IN APPROPRIATE BOXES BELOW
1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
prior to 12-13-82)
^ 4
i ^ 4 I
i
d
f
F
C ^ 5
F
. Lim
ted Estate a. uture
nterest
omprom
se (
ate o .
ederal Estate Tax Return Required
death after 12-12-82)
a 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
^ 9
i ^ 10 S
l P
C
di
d
t
f d
h ^ 11
El
i
. Litigation Proceeds Rece
ved . pousa
overty
re
a
e o
eat
t ( .
ect
on to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JOHN R• ZONARICH, ESQ• 717-233-1000
r,,~
--,
Firm Name (If Applicable)
SKARLATOS & ZONARICH LLP
First line of address
17 S• 2ND ST•, 6TH FLOOR
Second line of address
City or Post Office
HARRISBURG
c ,
REGISTER bFlNjL1S USE O i -~,
it -
c~ =-
~.~ r
. ~, ~ _.
...~ ' -1
_--' .. 1 J
~_„~
DATE FILED CX~
State ZIP Code
PA 17050
Side 1
15056041158 6M46473.000 15056041158 J
Correspondent'se-mail address: JRZu1SKARLATOSZONARICH • COM
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal repr is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE~6 G RETURN ~ ~\ ~ D~TE~ ~ / ~~
CHERYL L• DEATON
15056042159
REV-1500 EX
Decedent's Social Security Number
iRADOC 205-09-6337
Decedent's Name B A R B A R A K
RECAPITULATION
1 . Real estate (Schedule A) 1.
D.oo
2 . Stocks and Bonds (Schedule B) .
2.
0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . 3
.
0.00
4. Mortgages & Notes Receivable (Schedule D). 4
.
0.00
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 5.
433.00
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6
7. .
Inter-Vivos Transfers & Miscellaneous Non-Probate Property
8 4 7 9 9 •0 0
(Schedule G) ~ Separate Billing Requested 7
.
0.00
8. Total Gross Assets (total Lines 1-7). 8.
85 32.00
9. Funeral Expenses & Administrative Costs (Schedule H) . g
.
13520.OD
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). 1p
.
295.OD
11. Total Deductions (total Lines 9 & 10) . 1 1.
13815.00
12. Net Value of Estate (Line 8 minus Line 11) 12
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 71417 • D 0
an election to tax has not been made (Schedule J) . 13.
0.00
14. Net Value Subject to Tax (Line 12 minus Line 13) 14
.
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
71417.0 0
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) x .o1L
16. O .O D 15.
Amount of Line 14 taxable 0 •0 0
at lineal rate X .04~ 71417.0 0 1 s.
17. Amount of Line 14 taxable 3214 • DD
at sibling rate X .12 D . D D 17.
18. Amount of Line 14 taxable D ' D D
at collateral rate X .15 D • D D 18.
o.oo
19. TAX DUE 19.
3214.00
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^
Side 2
15056042159 15056042159 J
6M4646 2.000
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
0274
DECEDENTS NAME
RA 0 BARBARA K
STREET ADDRESS
UMBERLAND
CITY
MEHANICSBURG STATE ZIP
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit D • D D
B. Prior Payments 2 8 5 D• D D
C. Discount 15 D • D D
3. Interest/Penalty if applicable
D. Interest D • D 0
E. Penalty _ D • D D
(1) 3214 •00
Total Credits (A + B+ C) (2> 3 0 0 0. 0 0
Total InterestlPenalty (D + E) (3) D D D
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a refund. (4) D , D D
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 214 • 0 D
A. Enter the interest on the tax due. (5A) 0 . 0 D
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 214 • 0 0
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
i
th
i
f th
f
t
t
d
a. re
n
e use or
ncome o
e property
a
rans
erre
;
r
i
b
th
i
ht t
i
ll
th
t
d
t
h
h
rt
f
it
t
d
i ^
.
n
e r
g
o
es
gna
e w
o s
e
a
a
use
e prope
y
rans
erre
ncome;
or
s
c. retain a reversionary interest; or
^
0
d. receive the promise for life of either payments, benefits or care? ^ 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
i
ith
i
d
?
ng a
.
w
out rece
v
equate consideration
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . X
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ^ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed 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 statute does not exempt. 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 July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)].
The tax 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, except as noted in
72 P.S. X9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. >39116(a)(1.3)j. 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.
6M4671 1.000
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, 8~ MISC.
PERSONAL PROPERTY
FILE NUMBER
Barbara K. Rados 21 08 0274
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
Loyalton of Creekview
Refund of nursing care pre-payment 433
TOTAL Also enter on line 5 Reca itulation $ 433
swasgo i.ooo (If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERffANCETAX RETURN
RESIDENT DE(,EDEPlT
SCHEDULEF
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Barbara K. Rados 21 08 0274
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVNINGJOINTTBVANT(S)NAME I ADDRESS RELATIONSHIP TO DECEDENT
A Deaton, Cheryl L 6332 Pennsboro Dr., Mechanicsburg,
PA 17050 Daughter
JOINTLY-0WNED PROPERTY:
~~ LETTER DATE DESCRIFfION OF PROPERTY
NUMBER
FOR JOIN
TENANT
MADE
JDINT
INCLUDE NAME OF FINANCIALINSTITUTION AND HANK ACCOUNT
NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
DATE OF DEATH % OF
DC-CD'S
DA TE OF DEATH
VALUE OF
JOINTLY-HELD REAL ESTATE. VALUEOFASSET INTEREST DECEDBVTS INTEREST
1 A 11/22/1989 M&T Bank Account #70161283
Barbara K. Rados & Cheyl L.
Deaton 10,873 50.0000 5,436
2 A 11/22/1989 PSECU Regular Share Account
SO1
Barbara K. Rados & Cheryl
L. Deaton 382 50.0000 191
3 A 11/22/1989 PSECU Money Handler Account
S04
Barbara K. Rados & Cheryl
L. Deaton 1 0
0
4 A 11/22/1989 PSECU Money Handler Account
S07
Barbara K. Rados & Cheryl
L. Deaton 157,910 50.0000 78
955
Interest accrued to ,
12/25/2007
434 50.0000 217
i R i i 84,799
(If more space is needed, insert additional sheets of the same size)
3W46AE 1.000
REV-1511 EX+(10-06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
Barbara K. Rados 21 08 0274
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
~ Wiedeman Funeral Home
funeral services
5,002
B.
1
Total from continuation schedules .
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
773
City
Year(s) Commission Paid:
State Zip
2.
3. Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Cheryl L . Deaton
3,470
3,500
Street Address 6332 Pennsboro Drive
City Mechanicsburg State PA Zip 17050
Relationship of Claimant to Decedent DAUGHTER
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1 Skarlatos & Zonarich
2007 1040 Return for decedent
550
2 Skarlatos & Zonarich
2008 1041 return for estate
225
TOTAL (Also enter on line 9, Recapitulation) $ 13 520
~wasnc 1.000 (If more space is needed, insert additional sheets of the same size)
Estate of: Barbara K. Rados
Schedule H Part 1 (Page 2)
Item
No. Description
2 Gilligan's Bar & grill
funeral luncheon
205-09-6337
Amount
773
Total (Carry forward to main schedule)
773
REV-1512 EX + (12-03)
SCHEDULEI
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHRESIDENTDECEDENfRN MORTGAGE LIABILITIES, Hs LIENS
ESTATE OF
FILE NUMBER
Barbara K Rados 21 08 0274
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1~ PBGC - Bethlehem Steel Corp, pension plan
Refund pension payment not due decedent 88
2 PSERS
Repayment of December pension benefit not due decedent 48
3 Omnicare Pharmacy Services
Rx services
159
TOTAL (Also enter on line 10, Recapitulation) $ 295
3wasnH z.ooo (If more space is needed, insert additional sheets of the same size)
RED/-1513 EX+ fg_00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
=STATE OF
Barbara K. Rados FILE NUMBER
21 08 0274
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 Cheryl L. Deaton
6332 Pennsboro Dr.
Mechanicsburg, PA 17050
All of Residue: 71,417 (Daughter I 71,417
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
3W46AI 1.000 (If more space is needed, insert additional sheets of the same size)
^ nuls.xus ke:v loom
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
1JVARNING: It is illegal to duplicate this copy by photostat or photograph,~~
Fee for this certificate, ~6.0(l
Certificati(m Number
X1105-1u REV I V1pD8
I TVPEi PRWTW
PERMANENT
t BUCK WK
1
7
This is (o certify that the information here giver i~
correctly copied from an original Certificate of Death
duly filed with me as Local Registrar. The original
certificate will be forwarded to the State Vitai
Records Office for permanent filing-
a
Local Registrar Date Issued
COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
(See instruetlons and examples on reverse) ~,,,~ ~„ ~ ,,, ,,,ems,
I. Narr a Dec dare (Frt, md7e, lan. wlrnl z. S•. 3. Sopr SecpnY NuniMr ~. ow d Dean IMOnm. aaY, Y•+0
BARBARA KOSTELAC RADOS Female 205 - 09 - 6337 c 'ZS moo
s. Age Itau BumhY) larder I Yer Urqu i by 6. Dale a Bum IManm. h . ru) T Binlplape lC~ry era wu a br mae 1 !u. Pnp a Dom ICrai oro)
92 "°"" °'" "°"' '"""' Feb 15, 1915 Steelton, PA "~D~''
°
Mwc
ca
~~
Yrs. ^ hgaferu ^ ER / Oulpahr ^ DDA y~y M.sirq Y1aro ^ Reuhrce ^IXrr - 9gdY:
m. Cowtly d Deem &. CM• Boro. Twp. d Daam BA. FaaYly Name (If rid uraufon, qw slnrt and nunberl 9. Wss Deceauq d IisParea Orgl7 ®No ^ Vr 10. Rrs: Amulun fiDUl BWa, Whn, eb.
Cumberland Hampden 'Iw?p. Loyalton of Creelcview I~PUerbR~ran,.b~ f~M
11. DeteauPS Useti Oa Kbd d aw ear moll d ~ da, oo rrol stw !sires 12. Wss Decehnl war m yr 13. Decehre'a Educaam (Speary orM nryru gfadl mmpetea) i!. Nuaal Stann: Mora, Newr Married. 1S. Swv'+nY Syare (y rh, gw nsaHn rH~lr)
%rddarrr,/waeay
Schoo~" Leacher Education U.S. ArmW Faar? ENmanury l~at:«mryco-lz)
cotla0. (IJ ar s.)
ts~t
6
^Yr (gNa 1L
Widowed
1e. oenaerda Maiinp Aaarere Isyeer. w! wan, ,nos. aP meal oeaWMa pA oa oearen
6332 Pennsboro Dr. 1TC.~Yr,oeworeureb Hampden Tp.
"~"°' °a~
Mechanicsbur
PA 17050 ~
,>e. r•«~r ~~ Yf17}YPY~ aY'Mj 1tl ^
~"a"a° "°'"
, ,
CM r Boo
Il. Femr'e Harr (Feri ntidse. WC ulfn)
Michael Kost
l 19. Alolnr's Nurr IFust. nWale, maWn sumrr(
e
ac Julia Galinez
20a hepmuyY Nang ITrw! PM)
Cher
l L
Deaton 20y. idomiurYS Mae+W Asper ISbrl ply /ban, slw, aP sale)
y
. 6332 Pennsboro Dr. Mechanicsbur PA•17050
21a. Neuaa d orpoanbn i QCrenrion ^ Dorrion 21 e. Dw a Dapmiom (MpW, hy, yea0 21c. Pna d Dapmnbn (Name al anWUy, crartubry a rrr pn~ 21a. locaaon 1CM / ban, wb, np mhl
^ a.w ^ RupuY Sun ; w.e CrurtlonaDplrwnAWrpWd
^ oaw~sPaop- . yrYeykrEarniwYCorard ~Yee^NO Dec 27, 2007
Hoover Cremator Harrisbur PA 17112
22a e d FaWr (q stag ss supra) -n
? 72a. licerrae Nwbu 22a. Name and Adder d Fadry
- o
,(`/ D/Glag% ~ WIIDI:IMAN F1JNQtP,L [-TOME, 357 S. 2nd St Steelton PA 17113
CmWn dams 27a<ayY rirn a•rrY•w yr yes d my biarAear, seam al N tlnr, aeu arN Pbce surd. 151Qraae and rel 230. licerrr NwMer 23c. Dw Sryra (Haan, say, y.r)
VMean w m aureole r urr a ham n
Dory crr.a aaWl. '/
,~y .3/ L
e~b~,-.zs ,zda 7
Ibnr ~,~ ~ a CanpbW yr, ~a yi 2 d Daam 25. Oan Pimounpd Daap (~'~. daY.'/aarl 26. Wss Car FMMrad b McOical Ewrwr! Capes br a Reason Otlw von Crrlaem ar Oorurn?
rroprawmheys ' QS /~ M. e C e A-1't be.r- oZ<5' .100 7 ^Yr ~w
CAUSE OF DEATH (Siee brsnscTbn. erW earsrOlee) ApprmNrn blaryu: Pan II: ErAU emu ?e. DE ToOamp lbe CanYOIY b Drm7
yam 27. Put 1: Saar yr rbaaLmsal{ -dsrsn, ~. a cnaOirnarr - tlrl aaxM aewr nr hays DO NDT ayr temrW mrrAS suds r cxdac anw, ~
puel b Deaer W M ruueap n mt unhnrrp canes ¢+n b PN I. ^ Yee ^ PraysntY
rrpnbry amµ p srrurader fpileean aeyra sMwap tlr eoobpY. lir oNY pr mire m eecn ins. s
^ sb IAeononn
~~F~ae,,arl
rrW6iq n arm)~~ a r
yFUnW:
~ r T9
t
.
a. ~/~GO i
---
lT1N `G
One b (a r a arW pings oQ: ~ Nd Pr•Vnra'dtlm Paal You
SeWUiYrllu opryaar,iury, p. ~ ^ Prepsrarynrea dim
b tiro cMM YlMy an iM a. p,pbfariWl4grMi0a 0~: 1
Errr UN
D
FJ
LLTMB CAIYBE I ^ NAggrr-EU piqury 41in ~20rya
ry
~
/
iwWrasuon9 edrml c. r ddrm
DYeblaYa I
opreprnG Ory: ^ Nd peglrl dA pigrrttla-rb/Yen
a. era.e.rt
^ lHurerrepepruy SArhpeet ref
3h. Wss r Aaopsy
Pubmao? 300. Wan Asropry Fnhps
AvseNr Arp b Canprrn 71. A/raru d ONm 32a. Due d iMl•Y (Mpyn, hY, Yawl 72b. 0 +ih+lbw 4Nuy Omn.d 72c. Rso d Y*ay: YMu. FrM1 81rM holoy,
d Cored Orm7
®Nesrru ^flpnnda Oils Bulyrq et R1rar17
^ Yr ®No ^ Vas ^ No ^ AsCden ^ ~ msrebprion >za. Tme d iryrY' 72e. Wn' r NM7 321. n Trarrpanam fYaY (9PSaYY1 729. tnrayon d bwy lStreer. dY / mass, raY)
^ Sdnas ^ COda Nd M Delefneuea Omura ^ Pasrrger ^Pshslrn
^ Vr ^ Na ^
M ~
33e Cerar (N Jt peY oil
77n. Sgrra,re uW rme a Ceraaer
• ~•nMba Pnr•w•e lPlryuari cray.q nose a arm ewr anew pn+K+an lua Ponuacad ham eras cpripetad nun 23)
To meiM r.Y UwrYaP,aeem oocumq ar byM Crleysl any msnrrmrrl____'____'____'_'____"_'___'_"~
wn d
ern
• ~^pM urd our
m
r
awn
M•mien (Pn
$
d
M
- .
ys
a
p
pip
rq
sn
arsryup
r
cure d aeayr)
P
To tlr osrdroirror40p.•anm«cpwrm.Wna.aw.rr vlar,ra arrbnr cwWq re n.raw r.w.d ----------------- ^ %3a. lcuise .Dar Sara twnm. ear. yeul
' oaerw L,aerw Y Cram D U6 333 D -1+ - 7
On mr nuN a ssrrbrlr sir 1 p Wnanp.ypw m mY darn aanrrea r nr ter. Ora, ry p4r, rid a. m nr a.urlsl uM nranrw r wra_ ^
7a
N
rnl
artl
a
Aaarau W Parson
Wl
q CMKNna Cauia d DNm Ine m 271 Typo l Pnrt
35 RsgwaYS Sgnatps ual li. Dan Fer 1 . hy. You Q
_
~
L
~s
/
/
//L /!//C~/< < ' ~7/~r
/ DaPOUfarr Perm) No. W /y /y~
A1VC?CLV Jiiliq(LA1Va
JOHN R. ZONARICH
ATTORNEYS AT LAW
LAST WILL AND TESTAMENT
OF
BARBARA K. RADO5
I, BARBARA K. RADOS, of Susquehanna Township, Dauphin County,
Pennsylvania, declare this to be my Last Will and Testament, hereby revoking and
making void all Wills, Codicils, or writings in the nature thereof by me at any time
heretofore made.
ITEM I: I direct that the expenses of my last illness and funeral shall
be paid from my Estate as an Administration expense.
ITEM II: I give all of my property, real and personal, to my Husband,
MARTIN M. RADOS, provided that if he dies before the Thirtieth (30) day following
the day of my death, this gift shall lapse or be divested and I give such property
to my issue, CHERYL LEE DEATON, living at the death of the survivor of my Husband
and myself. If my daughter, Cheryl, does not survive me, then I give such property
to my grandson, Aaron L. Deaton, and any other grandchildren surviving at my
death, in equal shares, with the exception of adopted children.
ITEM III: In the event there are minor children receiving assets under
my Will, I appoint my sister, Margaret Goulet, of 611 Southgate Road, Aberdeen,
Maryland, 21001, as Guardian of those assets with power (1) to hold for minors
all property payable by law to a Guardian appointed by my Will; (2) after considering
the minor's wishes, to retain tangible personal property or deliver it to the
person standing in the place of a minor's parent, without bond; (3) to invest
the balance of the minor's property and all accumulated income without restriction
to investments authorized for fiduciaries; and (4) to use the income and the
PACxE ONE OF FIVE PAGES
F~ ~ ~m
principal for the minor's maintenance and education, either directly or by payment
to any person selected to disburse it whose receipt shall be a complete
acquittance therefor. All unexpended principal and income shall be paid to
the minor at age Twenty-one (21).
My Guardian may, in discharge of all duty hereunder
pay any minor's
share deemed impractical of administration to the person standing in place of
the minor's parent or deposit it in an interest-bearing account in the minor's
name.
---
ITEM IV : No interest of any beneficiary under this Will or any Codicil
hereto shall be subject to anticipation or voluntary or involuntary alienation.
ITEM V ; In addition to owers iven them b
_-' p g y law, my Executor and his
successor and any Guardian acting hereunder shall have the following powers,
applicable to all property held by them, effective without Court Order and until
actual distribution.
(A) To retain any property received by him (including the stock of
any corporate fiduciary acting hereunder) ;
(B) To sell real estate for any purpose, publicly or privately, for such
prices and on such terms as he deems proper, without liability on the purchaser
to see to application of the purchase moneys; s
(C) To compromise controversies; and
(D) To distribute in cash or kind or both at such valuations as he
may fix.
PAGE TWO OF FIVE PAGES
~~,,
ITEM VI: All taxes, interest, and penalties thereon payable by reason
of my death with respect to property comprising my gross taxable Estate, whether
or not passing under this Will, shall be paid from the principal of my residuary
Estate.
ITEM VTI: I appoint my Husband, Martin M. Rados, Executor of this Will.
If he does not act or continue to act, I appoint my daughter, Cheryl Lee Deaton,
Executrix in his place with the same powers and duties. No fiduciary acting
hereunder shall be required to post bond or enter security in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused
this my Last Will and Testament, consisting of five typewritten pages, including
this attestation clause, to be executed, declared.. and published this ~~ day
of ~ ,pti.,*~~~ 1981, at ~ l~/~/r_~~~ Pennsylvania.
BARBARA K. RADOS
Residing at ~ ~{~~ ~~
~~~GCG~ a_~ / ~a ~5
Residing at ~~~ ~~~:ry(f,~
U
Residing at ~~~ ~~,~~
/~_.__.
h~ . ,
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN ~ ss:
I, BARBARA K. RADOS, testatrix, whose name i
s si ned t
or foregoing instrument, having been dul g o the attached
y qualified according to law, do hereby
acknowledge that I
i
~ s
gned and executed the instrument
as m
y Last Will; that I
signed it willingly and that I signed it
as my free and voluntar
Y act for the
purposes therein
expressed.
~~_ /I ~~
BARBARA K. RADOS
Sworn or affirm
d
~ e
to and acknowledged before me
the testatrix, this `~ E\ by BARBARA K. RADOS,
~_ da
f ~=
y o
* p ~ ~1~' ~ ~`~ ~.. 1981.
~ ~
'`
' ~ ~.
``
NO • ARY PU
BIC
A~.`
,;, My Commission Expires:
~', AFFIDAVIT ~ ~+'~~ ~~ ~'~~ y_ , ~~;~~,~,~ ~~s~ie
' O~i f tF~s. ~ 1 L`S; F4 :3
COMMONWEALTH OF PE
~~~~
NNSYLVANIA
COUNTY OF D
~ ss:
H N
~
We
';~ ,
~
~a .c
. L ,
6
---° - the witnesses who
se names are signed to the
attached or foregoing instrum
t
en
, being duly qualified according to law
do depose
and say that. we wer
e
present and saw BARBARA K. RADOS
i
s
gn and execute the
II
PAGE FOUR OF FIVE PAGES
~~ `''9
rr.
'i
:'
k ~,
. '~
instrument as her Last Will; that she signed willingly and th
her free and at she executed it as
voluntary act for the
purposes therein expressed; that each of us
in the hearing and sight of the testatrix signed the Will as wi
to the best of our tnesses, and that
knowledge the testatrix was at the time Twenty-one (21) or
more years of age, of sound mind and under no...~~„-, ,,~___~
Sworn or affirmed to and acknowled
ged before me by ~~ .
day of ~~~-~ the witnesses th ~~`
1981.
~_ ~ _
-,
NO RY PUB ~ c~L-
C
My Commission xpire :
. ~.. -. 1tr ,~,u,~
.~~a<,~
PAGE FIVE OF FIVE PAGES
~'Ballk
499 Mitchell Koad, Millsboro, DE 19966 Mail Code DE-MB-12
Cheryl L Deaton
Estate of: Barbara K Rados
6332 Pennsboro Drive
Mechancisburg, Pennsylvania 17050-2322
Re: Estate of• Barbara K Rados
Account Number: 70161283
Date of Death: December 25 2007
February 4, 2008
Dear Sir or Madam:
Per your inquiry dated January 24, 2008, please be advised at the time of death, the balance on the
above referenced account was:
1 • Type of Account
Account Number
Ownership (Names o~
Opening Date
Balance on Date of Death
Accrued Interest
Total
Checking Account
70161283
Cheryl L Deaton
Barbara K Rados *
08/28/ 64
$10, 872.65
$ 0.02
_.
$10, 872.67 _ _
* For further accouat information, regarding ownershi
funds, etc., please contact the Hampden Office at # (717) 252293. and/or reimbursement of
M & T Bank
DOD Unit /Records Management
February 1, 2008
Account # 0205XXXXXX
CHERYL L. DEATON
6332 PENNSBORO DR
MECHANICSBURG, PA 17050-2322
Dear MS. DEATON:
The following is the status of BARBARA K. RADOS's account with PSECU as of the date of death.
Joint Owner's Name CHERYL L. DEATON -SINCE 11.22.1989 -JOINT TENANT W/ROS
Date of Death 12.25.07
Date of Birth 05.15.1915
Share Description Open date
S O1 Regular Shares
11
22
1989 Balance Accrued Dividend
S 04 MoneyHandler .
.
11
22
1989 $ 381.85 $ 0.31
S 07 Money Market .
.
01.23
2002 1.07 0.00
. 157,910.93 433.63
Loan Description Open Date
L 01 PSL Loan
01
22
1990 Balance Accrued Interest
L 09 VISA .
.
01.22.1990 $ 0.00 $ 0.00
0.00
0.00
The dividend earned from January 1 , 2007 tlu-ough the date of d
th
boxes for our members. ea was $6,967.36. W e do not have safe deposit
If you have any questions, please ca11234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu
prompt, enter 6 and then extension 2227.
Sincerely,
Meaci Fairfa
Member Servi e Representative
Finance Support Unit
Main Address: 1 Credit Union Place, HarrisburrePA S~IV 0 29 0tpt71Emp4 4845 Credit Union
~ - Mailing Address P.O. Box 67013, Harrisburg, PA 17106-7013 717.777.2100 TDD 800.237.7328
This credit union is federally insured by fhe National Credit Union Administration. E ual O
( ) 800.472.1967 (TDD)
4 pporfunity Lender
www.psecu.com
COMMONWEALTH OF PENNSYLVANIA
----= STATE EMPLOYEES' RETIREMENT SYSTEM
~' HARRISBURG REGIONAL COUNSELING CENTER
1 30 NORTH THIRD STREET, ROOM 319
HARRISBURG, PA ] 7101
TELEPHONE: (717) 783-9065
FAX: (717) 783-9599
TOLLFREE: 1-800-633-5461
www.sers.state.pa.us
February 8, 2008
Estate of Barbara Rados
C/O Cheryl Deaton
6332 Pennsboro Drive
Mechanicsburg PA 17050-2322
Dear Ms. Deaton:
SE
RS
Invoice # 18766
RE: Barbara Rados
SS#: 205-09-6337
We have recently been informed of the death of Barbara Rados, a retired member of this
System. We wish to extend our condolences to you at this time.
Since Ms. Rados died 12/25107 and the December check was not returned to our office,
this account has been overpaid in the amount of $48.44 for the period from 12!26/07 -
12f30l07. It will therefore be necessary for our office to be reimbursed for $48.44 to
liquidate this overpayment.
The reimbursement should be made payable to The State Employees' Retirement
System, and mailed with the enclosed copy of this letter to the address shown above.
Upon receipt of the reimbursement, this account will be closed. There are no further
benefits to be paid from this System.
Should you have any questions concerning this matter, please do not hesitate to contact
me at the above address or by telephone at (717) 783-9065 or 1-800-633-5461.
Thank you for your cooperation
.~ ~~~ ~~~
~-- )
Sincerely,
~f1 ~~~~
Linda Dolan, Administrative Assistant
Harrisburg Regional Counseling Center
Enclosure
COMMONWEALTH OF PENNSYLVANIA
PUBLIC SCIIOOL EMPLOYEES' RETIREMENT SYSTEM
Mailing Address
PO Box 125
Harrisburg, PA 17108-0125
Toll-Free - 1-888-773-7748
(1-888-PSERS4U)
Local-717-787-8540
Web Address: www.psers.state.pa.us
Building Location
5 North 5th Street
Harrisburg, PA
February 5, 2008
CHERYL L DEATON
6332 PENNSBORO DR
MECHANICSBURG PA 17050-2322
RE: Barbara K. Rados
S.S.# XXX-X.X.-5337
Dear Ms. Deaton:
Thank you for your correspondence.
A prorated payment of $771.82 for the period of December 1, through December 25,
2007, was due Barbara K. Rados, and is now payable to you, as the designated
beneficiary.
An additional amount of $100.00 is also due you. This payment is for the premium
assistance that was scheduled to be paid to Barbara K. Rados for the month in which
death occurred.
The payment dated January 31, 2008 for $799.56 will be electronically transferred to M
& T Bank, account #70161283.
Since the. prorated payment due you is $871.82, and the net payment of $799.56 was
electronically transferred, we will forward a check for $72.26.
Enclosed is PSERS Health Options Program information sheet which applies to any
surviving spouse or dependent(s) of the deceased member.
A 1099-R will be sent which will report the deceased member's income. This form will
be necessary for the preparation of the final income tax return. 1099-R's are generated
and issued at the end of the calendar year.
There will be no further benefits payable from this account.
Please include the decedent's name and social security number with all
correspondence.
L ~1 ~- o Creekvi
An Emeritus Arsiste~ Living a~
Special Care Community
.iatruary i ~, 2UOa
To Whomever It May Concern,
Barbara Rados resided in our facility from October 2007, until her death in December.
Please see attached copy of her Resident History showing all financial transactions during
her stay.
She paid pro-rated amounts of $261.00 and $2025.00 as well as a one time Choice Option
Fee of $2500.00 upon admission.
She paid November's total of $2525.00, and the same amount in December.
She has a refund of $433.00 being processed as reimbursement for the last days in
December that had been paid for, but fell after the family cleared and released her room.
Sincerely,
L.LIL~,L~?/~ZQ. L~~.C~
Corinne Welsh
Business Office Director
1100 Grandon Way .Mechanicsburg, PA 17050
rxorrE 717.730.4033 . F.sx 717.730.4036 . www.emeritus.com
~,/~iedeman
FUN
Dennis 1. Wiedeman, f.D.-Supervisor
James W. Tayan, F.D.
WilNam A. Sibert, F.D.
Lisa M. Wiedeman-Krosnar, F.D.
January 11, 2008
Mrs. Cheryl L. Deaton
6332 Pennsboro Drive
Mechanicsburg, PA 17050
ERAL HOME
STATEMENT O F A C C O U N T
357 South Second Street
Steelton. PA. 17113
Phone: 717.939.2344
Fax: 717.939.1999
email: wiedemanfh@comcast.net
www.wiedemanfuneralhome.com
The Funeral Service of: Mrs. Barbara Rados
f;. Ci~~;i2GE F~vR SERVICES ~EI.I:CTEI3:
1. PROFESSIONAL SERVICES $ 2990.00
2. FACILITIES/SERVICESlEQUIPMENT:$ -0-
3. AUTOMOTIVE EQUIPMENT: $ -0-
(A) TOTAL OF PROFESSIONAL SERVICES, $ 2980,00
FACILITIES AND AUTOMOTIVE
B. CHARGE FOR MERCHANDISE SELECTED:
Casket ............................... $ -0-
(Description)
OuterReceptacie••••••••••••••••••••••$ -0-
(Description)
Outer burial container••••••••••.•••••••. $ -0-
(Description)
Acknowledgement Cards ............... $ -0-
Register Book(s) ....................... $ -0-
Memory Folders ....................... $ _0_
Prayer Cards .... ..................... $ -0-
Temporary grave marker ................ $ -0-
Burial Clothing ....................... . $ -0-
Other Clothing ......................... $ _0_
Custom Grapi~~ic Design a~ rnntiny ........ $ _p_
Flowers Vase of Flowers,±Tax• • • , • • . , • • . $ 106.00
lyreath +Tax $ 132.50
$ -0-
Cremation UrnSolid Gast bronze Ufa........ $ 795.00
Interior & Exterior Crucifixes ............. $ _p_
Refrigeration .......................... $ 90.00
(B) TOTAL MERCHANDISE SELECTED $ 1123.50
y C SPEC'tA! CHaRGFS•
Forwarding of remains to
$ -0-
(Funeral Home)
Receiving of remains from
$ -0-
(Funeral Home)
Immediate Burial $ _0_
Direct Cremation $ _p_
$ -o-
SUB-TOTAL OF SPECIAL CHARGES ...... .... C $
D. CASH ADVANCES: -
Opening Grave ................... .' $ -0-
Cemetery Equipment .............. :. $ _p_
Newspaper Notices -Local ......... . $ 367.53
Newspaper Notices -Out-of-town .... $ _p_
Telephone & Telegrams ........... .. $ _p_
Airfare ......................... . $ -0-
Clergy Honorarium ............... • . $ 100.00
Pallbearers ..................... .. $ -0-
Certified Copies of Death Certificate .. . $ 96.00
Crematory Charges ................ . $ 225.00
Organist ........................ . g 100.00
Coic.s:. ........................ ..$ 75 30
Other Coroner Cremation Authorization $ 25.00
Other $ _0_
Other $ _0_
-0-
SUB-TOTAL OF CASH ADVANCES • . • .. , , • D $ 98$•53
TOTAL OF ALL SELECTIONS ................ . $ 5102.03
LESS PAYMENTS.RECEIVEII ................. $ 0.00
BALANCE DUE ............................. $ 5102.03
SUMMARY OF CHARGES:
A. Professional Services, Facilities and
Equipment and Automotive
Equipment ....................... $ 2990.00
B. Merchandise ..................... $ 1123.50
C. Special Charges..,......•........... $ -0-
D. Cash Advances......, .. • ........ $ 988.53
Family Owned and Operated....We Care
GILLIGAN'S BAR & GRILL - EISENH
OWER
Address
(000)000-0000
Date: 12%29/2007 Time: 1:26;47 PM
Status: Approved
Card Type; Visa
Card Number: XXXXXXXXXXXX1961
Expiratiorr Date; 10/31;2010
Card Oarner: DEATON/ CHERYL L
Swipe/Manual: Swipe
Server ID: 40
Server Name; Itaren
Check Number: 293515
Table Number': 14
Dining Area: Dining Room
Number Of Covers; 1
_ Guest #: 1
AMOUNT 660.23
GRATUITY 112,81
TIP _
TOTAL ~~~ ' ~~ •
Approval: 013292
I AGREE TO COMPLY WITH
THE CARDHOLDER AGREEMENT
X
CUB TOMER .CORD'--_ _-
i
~~~~1~ OMNICARE PHARMACY SERVICES OF EASTERN PA
~~~ ALLENTOWN, PAI18 O6 AD, 1ST FLOOR
/„`
~J' Yr
~ ~ RETURN S ERVICE REQUESTED 3oso5-ua4s
otot
PHONE: 888-565-6708
I~~~III~~~Iil~~~~l~l~ll~~~~~l~l~~ll,~~I~I~~I,i~~ll~~~l~l~~ll~l
BARBARA RADAS
C!0 CHERYL DEATON
6332 PENNSBORO DR
MECHANICSBURG, PA 17050-2322
KEEP TOP PORTION FOR YOUR RECORDS -RETURN BOTTOM STUB WITH PAYMENT
STATEMENT OF ACCOUNT
PAGE: 1 of 1
ACCOUNT NO: 1039.237
INVOICE NO: PN242207
Dx No:
INVOICE DATE:
FACILITY:
PATIENT NO:
PATIENT NAME:
AMOUNT DUE:
TAX:
OPEDX
12!31 J07
1039 LOYALTON OF CREEKVIEW
237
RADAS, BARBARA
158.55
o.oo
DUE DATE: 01/30/2008
AMOUNT DUE: 15 8 . 5 5
30905-U846`T9POAKDBM002736
29POAVKGC:1.1
I NNNI N ~ N~ ~I~ INI IINI NNN NI IIIN IIN NN alli NN NI
RADAS, BARBARA 1039 LOYALTON OF CREEKVIEW
,.
1039.237 12/31 /07
DATE RX NO. TRANS DESCRIPTION PHYSICIAN NDC N0. QUANT AMOUNT TYPE
12f18f07 4735 LOCK PAYMENT -THANK YOU - Lockbox 20071218081507 0003 -187.10
11f20f07 R8267658 CHARGE LOPERAMIDE HCL 2MG CAPSULE SCHREIBER 00378-2100-05 30 20.94 RX
11f27f07 R8199114 CHARGE DIGITEK 0.125MG TABLET SCHREIBER 62794-0145-10 30 7.92 RX
11f27f07 R8199113 •CHARGE METOPROLOL TARTRATE 100MG TABLET SCHREIBER 57664-0167-18 60 39.97 RX
11/30/07 R8282921 CHARGE KLOR-CON M20 ER 20MEQ TABLET SCHREIBER 00245-0058-15 60 28.81 RX
12fO6f07 R8241555 CHARGE MIRTA2APINE (SUB FOR REMERON)'7.5MG TABLET SCHREIBER 57664-0510-83 30 64. b4 RX
12f10f07 R8251760 CHARGE FUROSEMIDE 20MG TABLET SCHREIBER 00172-2908-80 60 10.62 RX
12f27/07 R8282921 RETURN KLOR-CON M20 ER 20MEQ TABLET SCHREIBER 00245-0058-15 -30 -4.41 RX
12f27f07 R8199113 RETURN METOPROLOL TARTRATE 100MG TABLET '` SCHREIBER 57664-0167-18 -30 -9.99 RX
Messages
For Billing Inquiries please call 1-888-565-6708 Monday through FINANCE CHARGES are calculated at a MONTHLY PERIODIC RATE OF
Friday B:OOam to 4:30pm Thank You 1.50°~ (ANNUAL RATE OF 18.00°h~) based upon an unpaid balance
outstanding 30 days or more.
Y IttV 1VW tlHLHIVIt LF1HKbtJ r11VNIVLC I.rINKbt ~UINL I.rINKbtJ YN TPICIVIJ & LKtV11J HI'IVUIVf VUt
187.10 158.55 0.00 345.65 -187.10 158.55
~~~~~~~~~ ~ ~~~~ I~
ATTORNEYS AT LAW
SKARLATOS & ZONARICH BUILDING
17 SOUTH SECOND STREET, 6'" FLOOR
HARRISBURG, PENNSYLVANIA 1 7 1 01-2039
(717)233-1000
TELEFAX (717)233-6740
W W W.SKAR LATOSZO NAR ICH.COM
-,~
i-~ ""_)
May 19, 2008 ~ `~ -- ~ _- '
J_ - ` i
~`.) 1
Cumberland County Register of Wills -? c~
One Courthouse Square _ ~ _~ - -~
Carlisle PA 17013 -'~ `' - ` = -
c~ ~,_I
RE: Barbara K. Rados, Deceased 1' c~
No. 21-08-0274
Gentlemen;
Enclosed please find two copies of the PA Inheritance Tax Return for the above-
mentioned decedent. Please file these returns and return one date-stamped signature page to me
in the self-addressed, stamped envelope enclosed. A filing fee of $20.00 and a payment of the
balance of tax due in the amount of $214.00 is also enclosed
Please do not hesitate to call me if you have any questions.
Sincerely;
Sharon M. Garcia
Estate Administrator
Enclosures
Cc: Cheryl L. Deaton
A MEMBER OF LAW PACT'^' - AN INTERNATIONAL ASSOCIATION OF INDEPENDENT BUSINESS LAW FIRMS