HomeMy WebLinkAbout08-28-0815056041125
-'' REV-1500 Ex (06-05) OFFICIAL USE ONLY
PA Deparbnent of Revenue
Bureau of Individual Taxes County Code Year File Number
Po Box 2aosol INHERITANCE TAX RETURN 2 1 0 8 0 5 7 7
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 3 9 2 0 5 4 9 1 0 5 0 4 2 0 0 8 0 3 2 0 1 9 2 7
Decedent's Last Name Suffix Decedent's First Name MI
C Z I R O K MAR I O N
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
0 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Retum Required
death after 12-i2-82)
QX 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes
(Attach Copy of Wili) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election 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 T0:
Name Daytime Telephone Number
S U S A N J H A R T M A N 7 1 7 2 4 9 7 7 8 0
Firm Name (If Applicable)
D U N C A N &
First line of address
1 I R V I N E
Second line of address
City or Post Office
P C
State ZIP Code
~ REGISTE~t OF WILLS UgE ONLY
->
- ,--~ ,.
_, `: ,
F\
_n
I - ~.
~ ;~OATE FILED _ • __
--
1
~~
C A R L I S L E P A 1 7 0 1 3
Corespondent's a-mail address: susanhartman@pa.net
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to fhe best of my knowledge and belief,
it is brae, correct and compk:te. Declaration of preparer other than the personal represerrtative abased on all information of which preparer has any knowledge.
OF
H A R T M A N,
R O W
FOR FILING RETURN
140E BELVEDERE STREET ~ CARLISLE PA 17013
SIGNAT OF PREPARER OTHER N REPRESENTATIVE DATE
- ~
u
ADD/RESS \^_ -
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056041125 15056041125 J
(~~
~~~~
u
0-~/~
15056042126
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: MARION CZIROK 1 3 9 2 0 5 4 9 1
RECAPITULATION
1. Real estate (Schedule A) .............................. . ......... 1.
2. Stocks and Bonds (Schedule B) 2. 1 2 9 1 5 6, 4 4
..................................
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D} ................. .... ... 4.
1 1 5 6 9 6 0 3
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .... ... 5. ,
6_ Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 6•
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested .... ... 7.
8. Total Gross Assets {total Lines 1-7) . , ..
................ . , .. _ .. g, 2 4 4 8 5 2 , 4 7
9. Funeral Expenses 8< Administrative Costs (Schedule H) ......... .... ... 9. 2 7 4 2 4 , 5 6
10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule 1) ..... .... ... 10. 1 3 3 7 • 8 2
11. Total Deductions (total Lines 9 i;< 10) .................... .... ... 11. 2 8 7 6 2 , 3 8
12. Net Value of Estate (Line 8 minus Line 11 } ................... ... ... 12. 2 1 6 0 9 0 . 0 9
13. Charitable and Governmental BequestsJSec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............ ... .. . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ............ ... ... 14.
2 1
6
0
9
0.
0
9
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) x.o ,_, 0. 0 0 15. 0. 0 0
16. Amount of Line 14 taxable 2 1 6 0 9 0 0 9 9 7 2 4 0 5
at lineal rate X .045 16. .
17. Amount of Line 14 taxable
0 0
0
0
0
0
at sibling rate X .12 17 .
18. Amount of Line 14 taxable
0 0
0
0
0
0
at collateral rate X .15 18 .
19. Tax Due ................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15056042126
9 7 2 4. 0 5
^O
15056042126
ftEV-1500 EX .Page 3
Decedent's Complete Address:
File Number
21 08 0577
DECEDENTS NAME
MARION CZIROK
STREET ADDRESS
SARAH TODD MEMORIAL HOME
CITY STATE ZIP^
CARLISLE PA 17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty if applicable
D. Interest
E. Penalty
(1) 9,724.05
10,000.00
500.00
Total Credits (A + 8 + C) (2) 10, 500.00
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
0.00
(4) 775.95
(5) 0.00
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00
Make Check Payable fo: REGISTER OF W/LLS, 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 : ...................................................................... ^
b. retain the right to designate who shall use the property transferred or its income; ............................... ^
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
without receiving adequate consideration? ....................................................................................... ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficary designation? .................................................................................................. ^ ^
iF THE ANSWER TO ANY OF THE ABOVE QUESTIONS 1S 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)j. 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 the 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. §9116(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. §9116(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-1503 EX ~+ (6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARION CZIROK 21 08 0577
All property jointly-owned with right of survivorship must be disdosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. General Electric Company - 3577.3529 shares @ 33.34 119,268.94
2. 'Manulife Financial Corporation - 250 shares @39.55 ~ 9,887.50
TOTAL (Also enter on line 2, Recapitulation) I $ 129
tlf more space is needed. insert additional sheets of the same size)
ACCOUNT TRANSCRIPT
,~
SHAREHOLDER:
SUSAN I-IARTMAN
1 IRVIIVE ROW
CARLISLE PA 17013
~~
0
0
m
N
O
O
OUR CONTROL NUMBER
CUSIP ACCOUNT KEY
56501 R 10 CZIROK---MART-8000
CERTIFICATE NISTORY
RtC:tNl
BOOK ENTRY TRANSACTION HISTORY
10 MOST RECENT TRANSACTIONS
DATE TRANS, DESC. AMOUNT PRICE PER
SHARE SHARES
ACQUIRED
03/19/2008 BUY 50.97 36.8042000 1.3156
12/19/2007 BUY 51.25 40.9652000 1.1886
09/19/2007 BUY 43.90 40.4933000 1.0298
06!19/2007 BUY 42.43 37.1809000 1.0842
03/19/2007 BUY 35.91 33.9323000 1.0052
12/19/2006 BUY 36.56 33.8745000 1.0253
06/02/2006 STK DIV 0.00 O.000OU00 122.0000
07!22/2004 BK TO BK 0.00 0.0000000 122.0000
YEAR TO DATE ACCOUNT SUMMARY
CERTIFICATED SHARES HELD IN TOTAL DIVIDENDS LAST AS OF CLOSING TOTAL VALUE
SHARE HELD BY BOOK ENTRY SHARES PAID YTD DIVIDEND PRICE
YOU PAI D
p 250.6487 250.6487 59.96 50,97 06!02!2008 $38.460 4,639.94
Please note that this duplicate statement only contains the 10 most recent certificates and 10 most recent book entry transactions.
Legend
BK TO PH -Book Entry to Physical Certificate
PH to BK -Physical Certificate to Book Entry
TRAN -Transfer
STK DIV -Stock Dividend
OLP20Di
DDOD00001057 007,7505650],R],DCZIROK---MARI-8~[lft
BNY MELLON
SHAREOWNER SERVICES
P.O. Box 358035
Pittsburgh, PA 15252-8035
0035168 Ol AB 0.351 •*AUTO T6 1 3615 17013-270260 COl B1MAZ - -
'I11'II111'~'111II II'll 1'111 ~1'I111"'I1111'II1'lll " Il/llf'1'
MRS MARION CZIROK
140 BELVEDERE ST
CARLISLE PA 17013-2702
Shareholder Of.'
3615 01 0035168 0070382
Page 1 of
MANULIFE FINANCIAL CORPORATION
INVESTOR SERVICES PROGRAM
STATEMENT PRINT DATE: 06J23/200E
CUSIP: 001-750-58501 R 1 C
SYMBOL: MFC
ACCOUNT KEY: CZIROK--MARI-8000
INVESTOR ID: 1253'15422324
FOR QUESTIONS CONCERNING YOUR ACCOUNT, PLEASE CALL
1-800-249-7702.
_ Year-To=Date Account Summary _ Save this Statement for Tax Purpose_s_
AS OF: 06/2012008 CASH DIVIDENDS NET AMOUNT
TOTAL MARKET VALUE (S) CLOSING PRICE {$) )NVESTMEN75 ($j TOTAL (S) TAX WITHHELD {S) AMOUNT TO INVE57 ($] INVESTED (S)
9,238.91 36.6700 120.75 18.11 102.64 102.64
TRADING FEES PAID BY (S) SERVICE FEES PAID BY {$) SALE OF PLAN SHARES (E) CERTIFICATED SHARES HELD SHARES HELD BY TOTAL
COMPANY HAREHOLDER COMPANY SHAREHOLDER GROSS PROCEEDS 7AX WITHHELD SHARES HELD BY YOU BY PLAN OTHER PLAN(S) SHARES
0.16 5.13 251.9475 251.9475
Currant dctivity /nfnrmatinn
RECORD DATE TRANSACTION DIVIDEND SHARES ACQUIRED CASH TOTAL
PAYABLE DATE DESCRIPTION RATE OR WITHDRAWN INVESTMENT (S) GROSS (S)
05121/2_008
_- COMMON DIVIDEND 0.2425220 1.2988 ~ 79
06/19/2008
PARTICIPATING RECORD DATE DISTRIBUTION
TAX TRADING FEES PAID BY (fl SERVICE FEES PAR1 BY (S) TOTAL CERTIFICATED SHARES SHARES HELD SHARES HELD BY TOTAL
WITHHELD (S) cow+ANV swvrEHO~neR COMPANY aeurteNO~oEn NET (S) HELD BY YOU BY PLAN OTHER PLAN(S) SHARES
9.12 0.08 2.58 51.67 250.6487 250.6487
Year-To-Date Transaction Detail
DATE TRANSACTION CASH NET TRADING SERVICE AMOUNT PRICE PER SHARES ACOUIRED SHARES HELD
DESCRIPTION INVESTMENT (S) DISTRIBUTION (S) FEES ($) FEES (S1 INVESTED ($) SHARE (S) OR WITHDRAWN BY PLAN
BALANCE FORWARD 249
3331
03/19/08 COMMON DIVIDEND 50.97 0.08 2.55 48.42 36.8042000 1.3156 .
250
6487
06/19/08 COMMON DIVIDEND _ 51.67 O.OS 2.58 49.09 37.7953000 1.2988 .
251.9475
MANULIFE FINANCIAL CORPORATION
CUSIP: 001-750-56501 R10
ACCOUNT KEY: CZIROK---MARI-8000
MRS MARION CZIROK
140 BELVEDERE ST
CARLISLE PA 17013-2702
All owner(s~ mull sign and date above
(~ntaccf N)m~6er
----------------------------------------------------
Partial Withdrawal (Continue Plan Participation)
Issue a certificate for this
number of shares:
Sell this number of shares:
Full Withdrawal (Terminate Plan Participation)
Issue a certificate for all full shares
and a check for fractional shares.
a Sell all plan shares.
Additional Cash Investments
Write the amount enclosed:
Make check payable to:
MELLON BANKJMANULIFE
YOU MAY INCREASE YOUR SHARES WITH
OPTIONAL CASH INVESTMENTS OF $50
UP TO $150,000 ANNUALLY.
Deposit of Certificates
Deposit the enclosed number ~-
of shares:
7575 125315422324 00175056501R10CZIROK---MARI-8000IR00144
Shareholder:
MRS MARION CZIROK
14U BELVEpERE STREET
CARLISLE PA 17Q13-27U2
Our Contra) Number: 200807170004928
_ ._ ____~_. ---- i _~_ __-_ ~__
i ~ .. __ -_ _.. __.~__----~-- _~.. _x---------
36960410 -GENERAL ELECTRIC CZIROK---MARI.8000 * , 5481
COMPANY ~. ~ *'
YEAR TO DATE ACCOt.1NT SUMMARY
240 3337,3529 ~ 3,577.3529 2,187.59 ~ 0.0 } 3 28.0000 ~ $100.165BR
CERTIFICATE HISTORY 1 10 Most Recent Transactions)
~f 4,.L ~'i'i,' "e ~f.r ~ ~ ~,~`,~
.. e i~~ ~~ ~ 'S ~~ t• a'`~a{ I _~i ,f fir. + Y" y ~' 3~'~'~ „~ ;~+_P~ ~ X ;r ~'
ZA01350319 09/19/20
06 128 TransfedWithdrawal 00/00!0000 _W____ i
ZA01350317 09/19/2006 112 TransferlWithdrawal 00/00/0000
SB 00148801 05113/1994 64 Stock Split/Dividend 09!1912006 Transfer/Deposit
SA 00181908 05/22/1987 32 Transfer/Withdrawal 09/19/2006 Transfer/Deposit
NYX 00458081 06/01/1983 16 Transfer/Withdrawal 09!19/2006 Transfer/Deposit
NYP 00133244 06/07/1971 8 TransferlWithdrawal 09/19/2006 Transfer/Deposit
NYK 00593190 02/07/1964 1 Transfer/Withdrawal 09!19/2006 Transfer/Deposit
NYK 00458269 03/05!1963 1 Transfer/Withdrawal 09/19/2006 Transfer/Deposit
NYK 00396784 03!06/1962 1 Transfer/Withdrawal 09719/2006 Transfer/Deposit
NYK 00367402 03/07/1961 2 Transfer/Withdrawal 09/19!2006 Transfer/Deposit
PLAN TYPE : IRO01
BOOK ENTRY HISTORY (10 Mast Recent Transactions }
~~ t
04/25/2008 Common G~oicJd(Id o -^ ~~.,~..~...«,
30.9453• 33.1000000 ,,...~...-,.._.
1024.29
.00
1024.29 _„
p0
04!25!2008 Common Dividend 2.2477 ~ 33.1000000 74.40 .00 74.40 .00
01/25/2008 Common Dividend 29.4229 34.4800000 1014.50 .00 1014.50. .00
01!25/2008 Common Dividend 2.1578 34.4800000 74.40 .00 74.40 .00
01/01/2008 Balance Forward 3272.5792 .0000000 .00 .00 .00 .00
10125!2007 Common Dividend 22.6613 40.1350000 909.51 .00 909.51 .00
10/2512007 Common Dividend 1.6743 40.1350000 67.20 .00 67.20 .QO
07/25/2007 Common Dividend 22.3846 40.3300000 902.77 .00 902.77 .00
07/25/2007 Gommon Dividend 1.6663 40.3300000 67.20 .00 67.20 00
04/25/2007 Common Dividend 25.4437 35.1800000 895.11 .00 895.11 ,00
PAYMENT HISTORY (10 Most Recent Transactions }
There are no Payment History to be processed.
Nate:- For Security reasons, we are replacing the first five digits of your Social Security number with "***= ""(asterisks) on correspondence that we
send to you,
Please note that this duplicate statement only contains the i0 most recent Certificates , tt} most Recent Book Entries and 10 most Recent Payments
transact+ons.
REV-1508 EX + (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
'N REST DENTEDECEDENTRN PERSONAL PROPERTY
ESTATE OF FILE NUMBER
MARION CZIROK 21 08 0577
Indude the proceeds of litigation and the date the proceeds were received by the estate.
All properly jointly-owned with right of suninorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1. WACHOVIA BANK C.D. # 5821 -DOD BALANCES 44,641.84
[SEE ATTACHED]
2. WACHOVIA BANK C.D. # 7202 - DOD BALANCES 55,131.84
[SEE ATTACHED]
3. WACHOVIA BANK CHECKING ACCOUNT # 3996 - DOD BALANCES 668.19
[SEE ATTACHED]
4. WACHOVIA BANK IRA # 8541 -DOD BALANCES 11,422.72
[SEE ATTACHED]
5. HOFFMAN ROTH FUNERAL HOME REFUND 100.00
6. CITIZEND SAFE DEPOSIT BOX REFUND 13.67
7. HIGHMARK REFUND 100.57
8. CITIZENS BANK PROCEEDS 2,930.40
[* NEED DOD LETTER FROM BANK]
9. U.S. TREASURY STIMULUS CHECK 300.00
10. U.S. SAVINGS BOND PROCEEDS 386.80
TOTAL (Also enter on line 5, Recapitulation) I S
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-89}
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE H
FUNERAL EXPENSES 8~
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
MARION CZIROK 21 08 0577
Debts of decederrt must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. HOFFMAN ROTH FUNERAL HOME 4,082.56
B. ADMINISTRATIVE COSTS:
~, Personaf Representative's Commissions
Name of Personal Representative (s) CAROLYN R. HENRY
Soaal Security Number(s)lEIN Number of Personal Representative(s) 158-44-0307
Street Address 140 BELVEDERE STREET
City CARLISLE State PA Zip 17013
Year(s) Commission Paid: 2008-2009
2, AttomeyFees DUNCAN & HARTMAN, P.C.
3. Family Exemption: (If decedents address is not the same as claimant's, attach explanation)
Claimant
SlreetAddress __
City _
Relationship of Claimant to Decedent
~• I Probate Fees REGISTER OF WILLS
5. ~ Atx~ountant's Fees
6. ~ Tax Retum Preparer's Fees feServed
State Zip
7. ~ Reserved for additional expenses
11,095.00
11,095.00
252.00
400.00
500.00
TOTAL (Also enter on line 9, Recapitulation) ~ ~
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (12-03}
SCHEDULE 1
COMMONWEALTH OF PENNSYLVANIA DEBTS Oi= DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, +& LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARION CZIROK 21 08 0577
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. BELVEDERE MEDICAL CENTER 36.69
2. IMILLENIUM PHARMACY SYSTEM EAST
3. (SARAH TODD MEMORIAL HOME
4. (UNITED CHURCH OF CHRIST HOMES
5. (MILLENNIUM PHARMACY SYSTEMS EAST
156.49
1,010.80
84.72
49.12
TOTAL (Also enter on line 10, Recapitulation) ~ ~
(If more space is needed, insert additional sheets of tf+e same size)
RE"J-1513 EX + (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
--------
ESTATE OF FILE NUMBER
MARION C7_IROK 21 08 0577
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 pnclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2))
1. CAROLYN R. HENRY Lineal
140 BELVEDERE STREET 50 % SHARE
CARLISLE, PA 17013
2. ANDREW C. CZIROK Lineal
2 MC COY LANE 50 % SHARE
CARLISLE. PA 17013
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
~~,~# t11 end ~e~#ttr~trrt#
of
MARION CZIROK
I, MARION CZIROK, of 16 Clay Road, Carlisle, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory
and understanding, do hereby make, publish and declare this as
and for my Last Will and Testament, hereby revoking any and all
other wills and codicils heretofore made by me.
FIRST. I direct that all my just debts and funeral
expenses be paid from my estate as soon after my death as
practically and conveniently may be done.
SECOND. I direct that my remains be interred within my
family's burial plot.
THIRD. I authorize my personal representative to expend
funds from my estate, in such amounts as my personal
representative shall consider necessary and desirable for the
purchase, erection and inscription of a suitable marker for my
grave.
FOURTH. I specifically give, devise and bequeath the
reinvestment shares of my General Electric Company stock to my
children, Carolyn R. Henry and Andrew C. Czirok in equal shares
per stirpes.
FIFTH. I give, devise and bequeath any and all tangible
personal property owned by me at the time of my death unto my
husband, FRANCIS JOSEPH CZIROK, provided he survives me by
thirty (30) days. In the event he fails to survive me by thirty
(30) days, I give, devise and bequeath all said tangible
personal property unto my children, Carolyn R. Henry and Andrew
C. Czirok in equal shares per stirpes.
SIXTH. I give, devise and bequeath any and all real estate
owned by me at the time of my death, unto my husband, rr^RANCIS
JOSEPH CZIROK, provided he survives me by thirty days. In the
event he fails to survive me by thirty (30) days, I give, devise
and bequeath all said real estate unto my children, Carolyn R.
Henry and Andrew C. Czirok in equal shares per stirpes.
SEVENTH. I give, devise and bequeath all the rest, residue
and remainder of my estate unto my husband, FRANCIS JOSEPH
CZIROK, provided he survives me by thirty (30) days. In the
event he fails to survive me by thirty (30) days, I give, devise
and bequeath all the rest, residue and remainder of my estate
unto my children, Carolyn R. Henry and Andrew C. Czirok in equal
shares per stirpes.
EIGHTH. I direct that any and all Inheritance, Estate and
Transfer taxes imposed upon my estate passing under my will or
~~'' otherwise, shall be paid out of the principal of my residuary
estate.
NINTH. I hereby nominate, constitute and appoint my
husband, FRANCIS JOSEPH CZIROK as Executor of this my Last Will
and Testament. In the event of renunciation, death, resignation
or inability to act for any reason whatsoever of FRANCIS JOSEPH
CZIROK, I nominate, constitute and appoint CAROLYN R. HENRY, as
Executor of this my Last Will and Testament. I hereby relieve
my Executor from the necessity of posting security in connection
with his duties, as such, in any jurisdiction in which he may be
called upon to act insofar as I am able by law to do so. In
addition to the powers conferred by law, I authorize my
Executor, in his absolute discretion, to retain in the form
received, and to sell either at public or private sale any real
or personal property owned by me at the time of my death.
TENTH. I have made, or may from time to time make, a
written memorandum expressing my desire to give certain items of
personal property to specific persons. I urge my Executor and
beneficiaries to respect these wishes. Such a memorandum, if
made, shall be stored in conjunction with this Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, my Last Will and Testament, consisting of two typewritten
pages this C1 day of ,Ap-~1, 1995.
~`~ ~'1 ~,' _ _
MARION CZIROK
Signed, sealed, published and declared by the above named
Testatrix MARION CZIROK as and for her Last Will and Testament,
in the presence of us, who, at her request, in her sight and
presence and in the sight and presence of each other, have
hereunto subscribed our names as witnesses.
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
ss.
I, MARION CZIROK, Testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntar act for
the purposes therein expressed. ;
~.2~~c~%~~t, ~ liU' t___~
MARION CZIRO
Sworn or affirmed to and
acknowledged before me, by
MARION CZIROK this day (~,~j,~
of -~, 1995.
J ~t,~~
`d -"_-e.
. ~~.
Notary Pu is (S L)
.,_..~
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
N07ARIA~ L S~F.AL
WENDY M. SHAFFER, NDTARY PUBLIC
CARLISLE BORO, CUMBERIAND cauNTY
MY gh4MISSION EXPIRES AUGUST 3, 1996
ss.
We, ~+h,~ew.~. O~ti~ and ~~,~+~~-- ~--~~~'`~ the witnesses
whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we
were present and saw MARION CZIROK sign and execute the
instrument as her Last Will; that MARION CZIROK signed willingly
and that MARION CZIROK executed as her free and voluntary act
for the purposes therein expressed; that each of us in the
hearing and sight of the Testatrix signed the will as witnesses;
and that to the best of our knowledge, the Testatrix was at that
time eighteen (18) or more years of age, of sound mind and under
no constraint or undue influence.
Sworn or affirmed to
subscribed99bef~ore me
r l.. L--3C'+~ a
and _
and
witnesses,
this C,`~`day of,~g-rY"l, 1995.
..S' ~~
I
.,. ~ ! ~~
r .-
TNotary P}i~t' is (SE )
'HFNDY M. SNAFFERt, NU ARY P4Ji3lrJ~
CARLISLE gpSD, CtJt<9tiERLAJdD CDUAiTY
MY GOMAgISSION EXPlpES AUt;UST 3, 1956