HomeMy WebLinkAbout03-1068PETITION FOR PROBATE & GRANT OF LETTERS
Estate of MAGDALENA B. SLIVIAK
also known as
, deceased.
Social Security No. 210-20-2006
No. 21-03-IOL~8
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who are 18 years of age or older and the Co-Executrices named in the Last Will of the
above decedent dated February 14, 1997 , and codicils dated none The
Executor named none died Renunciations for none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal
residence at 620 Grahams Woods Road, Upper Frankford Township, Newville,..
Decedent, then 76 years of age, died November 21 ,2003, at
Center, South Middleton Township, Carlisle, Cumberland County, Pennsylvania
Manor Care Health
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$101,000.00
$.
$
$
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
d Residence(s) of Petitioner(s):
Kdthy L.' E~o~'
620 Grahams Woods Road
Newville, PA 17241
717-243-4239
,' /
Dnda A. Ste{Nart
102 Barrick Drive
Duncannon, PA 17020
717-834-4389
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
SS
The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of
the above decedent, petitioner(s) will well and truly administe~e according to law.
Sworn to or affirmed and subscribed ~ ;~ (?/.~._,~..~..j
before me this ~G~'~ day of Kathy~L.-Enos
December ,2003.
z
~' '~Einda A. Stew-a--~--- '
~ (..~. (~'~~.~R~ister
No. 21-03-
Estate of MAGDALENA B. SLIVIAK , deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, December ~ ~ O ,2003, in consideration of the Petition on the reverse
side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated
February 14, 1997 described therein be admitted to probate and filed of record as
the Last Will of Maqdalena B. Sliviak ; and Letters Testamentary are hereby granted to
Kathy L. Enos & Linda A. Stewart
FEES
Probate, Letters, Etc ........ $ 235.00
Short Certificates(-3- ) .... $ 9.00
Renunciation(s) ........... $
JCP .................... $10.00
Other Will Pa(~es (-2-) .... $ 6.00
TOTAL: .... $ 260.00
Filed. J. ~,: .~.ff ~. ~.c~tq 5 .............
- ' I~ister o~ Wills /- (~
IRWIN McKNIGHT & ~UGHES
Ro~r B~in, Esquire (06282)
ATTOI~_ EYI'OI~__E~(.(Sup . Ct. I.D. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
LAST WILL AND TESTAMENT
I, MAGDALENA B. SLIVIAK, of North Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executrices to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executrices to sell any realty owned by me at my death
and not specifically devised herein, at either public or private sale, and to give good and
sufficient deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate to my
three children, share and share alike, the child or children of any deceased child taking the share
their parent would have taken if living.
4. I nominate and appoint Kathy L. Enos and Linda A. Stewart to be the executrices of
this my Last Will and Testament; they are to serve as such without bond. Should they die before
my death, renounce or refuse to serve for any reason, or die leaving any of my estate
unadministered, I nominate and appoint Leo S. Sliviak, as substitute executor, also to serve as
such without bond, with the same powers as are given herein to my executrices.
5. I hereby suggest that my personal representative retain the services of Irwin,
McKnight & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 14TH day of
February, 1997.
' r' ,~L~GDALENA B. 'SLiVIAK '
Signed, sealed, published and declared by MAGI)ALENA B. SLIVIAK, the testatrix
above named, as and for her Last Will and Testament, in the presence of us, who at her request,
in her presence and in the presence of each other have subscribed our names as witnesses hereto.
.4 CKNO WLEDGMENT AND AFFIDAVIT
WE, MAGDALENA B. SLIVIAK, CHERYL L. CLELAND and MARTHA L.
NOEL, the testatrix and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as her Last Will and that she had signed willingly,
and that she executed it as her free and voluntary act for the purpose herein expressed, and that
each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness
and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or
older, of sound mind and under no constraint or undue influence.
ALENA B. SLIVIAK
CHI~YL L. CLELAND
t._. MARTHA L. NOEL
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
Subscribed, swom to and acknowledged before me by, MAGDALENA B. SLIVIAK,
the testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this 14TH day of February, 1997.
ary Public
Notarial Seal
Roger B. Irwin, Notary Public
Carlisle Bore, Cumberland County
My Commission Expires Oct. 3, 2000
Member, Pennsylvania Association of Notaries
CERTIFICATION OF NOTICE UNDER RUIJE 5.6(a)
Name of Decedent:
Date of Death:
Estate No.:
MAGDALENA B. SLIVIAK
NOVEMBER 21, 2003
21-03-1068
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on January 5, 2004 .
Name Address
Linda A. Stewart
Kathy L. Enos
Erick J. Sliviak
102 Barrick Drive, Duncannon, PA 17020
620 Grahams Wood Road, Newville, PA 17241
215 Second Street, Freeport, PA 16229
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except __
Date: 01/05/04
Capacity:
none .
SignaturelR ~~& cKNiGHT
Name Roger B. Irwin, Esquire
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone (717) 249-2353
X
__ Personal Representative
__ Counsel for Personal Representative
REV- 1500 EX + (6-00)
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DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-O601
REV-1500
INHERITANCE TAX RETURI
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Sliviak Magdalene B.
DATE OF DEATH (MM-OD-YEAR) I DATE OF BIRTH (MM-DO-YEAR)
11/21/2003 I 03/21/1927
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
1. OriginaIReturn ~ 247! Supplemental Return
4. Limited Estate · Future Interest Compromise (date of death after 12-12-82)
6. Decedent Died Testate Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
~-~-] 9. Litigation Proceeds Received E~ 10. Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95)
NAME
Roger -B. Irwin Esq.
FI R M NAM E (I f Applicable)
IRWIN & McKNIGHT
OFFICIAL USE ONLY
FILE NUMBER
21-03-1068
COUNTYCOOE YEAR NUMBER
SOCIAL SECURITY NUMBER
210-20-2006
THIS RETURN MUST BE FILED IN DUPMCATE WITH THE
REGISTER OF WIll $
SOCIAL SECURITY NUMBER
(date of death
3. Remainder Return priorto 12-13-82)
6. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
TELEPHONE NUMBER
717./249- 2353 1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
b---] 11. Election to tax under Sec. 9113(A)
(Attach Sch O)
14.
COMPLETE MAILING ADDRESS
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
(1) None. OFFICIAL ~ ONLY
(Z) 2,844,50 c5 :?J ~i~
None
None
101 , 649.35'
None'
Notre
9,299.53
7,774.43
(8) 104,493.85
(11) 17,073.96
(12) 87,419.89
(13)
(14) 87,419.89
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
87,419.89
X .0 0
X .0 45
X .12
X .15
(15) O. 00
(16) 3,933.90
(17) O. 00
(18) 0.00
(19) 3,933.90
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
620 Grahams Woods Road
STATE I ZIP
CITY
Newv i 11 e PA 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
196.70
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty Total Interest/Penalty ( D * E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund (4)
S. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
3,933.90
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (bB)
Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN' THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retaintheuseorir~comeoftheproper~transferred; ................. . ........ ~ ~
b. retain the right to designate who shall use the property transferred or its income; ...........
c. retain a reversionary interest; or ....................................
d. receive the promise for life of either payments, benefits or care? ...................
2. If death occurred after December 12, 1982, did decedent transfer'property within one year of death
w thout receiving adequate consideration? ................................ ~ '~-]
3. Did decedent own an "in trust for" or payable upon death bank account or secur ty at his
or her death? .............................................. ~ []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? ................................ ~ '~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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,
196.70
0.00
0.00
3,737.21
0.00
3,737.21
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAT~S~BL~RN Kathy L. Enos /Linda A. St ewart DATE
~/~ ~ 620 Grahams Woods Rd./ 102 Barrick Drive /04/
[R~[~ & Hc~IG~ DATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
60 West Pomfret Street -/ ~
..... ...........................
For ~i!!!!ii~!~ion or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value °' transfers t° °r '°r the use °f the
surviving s~ is 3% [72 P.S. 91 t6 (a)(1.1) (i)].
For dates of death on or aRer January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 PS. 9116 (a) (1.1) (ii)]. The statute does not exemp~.a transfer to a surviving spouse from tax, and the statuto~ requirements for disclosure of assets
and fiiin9 a tax return are still applicable even if the surviving spouse is the only beneficial.
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 younoer at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [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 4.5%, 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 12% [72 P.S. 9116(a)(1,3)]. A sibling is defined~ under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. :~.~ o~_~An~ ~Y ~-,, ~_~m
REV- 1503 EX + (1-97)
COMMONWEALTHOFPENNSYLVANIA
INHERITANCETAXRETURN
RESIDENTDECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Magdalena B. Sliviak SS# 210-20-2006 11/21/2003 21-03-1068
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNIT VALUE
OF DEATH
1 50 shares PPG Industries Inc - traded on the NYSE, 56.89 2,844.50
C ommorl
TOTAL (Also enter on line 2, Recapitulation) 2,844.50
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97)
REV- 1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ma~dalena B. Sliviak SS~
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
210-20-2006 11/21/2003
FILE NUMBER
21-03-1068
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
American Home Bank - money market checking account
M&T Bank - checking account
98,272.00
3,377.35
IS
TOTAL (Also enter on line 5, Recapitulation)
101,649.35
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV- 1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Magdalena B. Sliviak SS~/
Debt,,
ITEM
NUMBER
A.
!
2
3
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
210-20-2006 11/21/2003
of decedent must be reported on Schedule I.
FILE NUMBER
21-03-1068
DESCRIPTION
FUNERAL EXPENSES:
Ewing Brothers Funeral Home
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street 'Address
City State
Zip
Year(s) Commission Paid:
Attorney's Fees IRWIN & Mc[<5~ICHT
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Kathy L. Enos
Street Address 620 Grahams Woods Rd.
City Newville State PA Zip 17241
Relationship of Claimant to Decedent daughter
Probate Fees
Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
OtherAdministrativeCosts
c"~Ae~l°"a Law T~,,w~ol ~e=e~ . ~= puAl~=~ion
Register of Wills - filing fee
The Sentinel Legal - estate notice publication
AMOUNT
109.00
5,225.00
3,500.00
260.00
75.00
25.00
105.53
TOTAL (Also enter on line 9, Recapitulation)
9,299.53
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems. I.c. Form REV-1511 EX (Rev. 1-97)
REV- 1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ma~dalena B. Sliviak
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS# 210-20-2006 11/21/2003
Include unreimbursed medical expenses.
Family Home Healthcare
HCR Manorcare
DESCRIPTION
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
iTEM
NUMBER
FILE NUMBER
21-03-1068
AMOUNT
990.15
6,784.28
7,774.43
Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1512 EX (Rev. 1-97)
REV- 1513 EX
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ma~dalena B. Sliviak SS~/
NUMBEF
I.
3
I1.
SCHEDULE J
BENEFICIARIES
210-20-2006 11/21/2003
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(l.Z)]
Kathy L. Enos
620 Grahams Woods Road
Newville, PA 17241
Eric J. Sliviak
215 Second Street
Freeport, PA 16229
Linda A. Stewart
102 Barrick Drive
Duncannon, PA 17020
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Daughter
Grandson
Daughter
FILE NUMBER
21-03-1068
AMOUNT OR SHARE
OF ESTATE
1/3 remainder
1/3 remainder
1/3 remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET /S
TOTAL OF PART II
0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only T he Lackner Group, Inc. Form REV- 1513 EX (Rev. 9-00)
LAST WILL AND TESTAMENT
I, MAGDALENA B. SLIVIAK, of North Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking al! Wills and Codicils heretofore made by'me.
1. I direct my executrices to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently aider my decease.
2. I authorize and empower my executrices to sell any realty owned by me at my death
and not specifically devised herein, at either pub'lic or private sale, and to give good and
sufficient deeds therefor, in tee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate to my
three children, share and share alike, the child or children of any deceased child taking the share
their parent would have taken if living.
4. I nominate and appoint Kathy [. Enos and £inda A. Stewart to be the executrices of
this my Last Will and Testament; they are to serve as such without bond. Should they die before
my death, renounce or refuse to serve for any reason, or die leaving any of my estate
unadministered, I nominate and appoint Leo S. Sliviak, as substitute executor, also to serve as
such without bond, with the same powers as are given herein to my executrices.
5. I hereby suggest that my personal representative retain the services of Irwin,
McKnight & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 14TH day of
February, 1997.
Signed, sealed, published and declared by MAGDALENA B. SLI¥IAK, the testatrix
above named, as and for her Last Will and Testament, in the presence of us, who at her request,
in her presence and in the presence of each other have subscribed our names as witnesses hereto.
A CKNO I'VLEDGMENTAND A FFIDA VIT
WE, MAGDALENA B. SLIVIAK, CHERYL L. CLELAND and MARTHA L.
NOEL, the testatrix and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as her Last Will and that she had signed willingly,
and that she executed it as her free and voluntary act for the purpose herein expressed, and that
each of the witnesses, in the presence and hearing of the testatrix, signed, the Will as a witness
and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or
older, of sound mind and under no constraint or undue influence.
t~.I/AGDALENA B. SLIVIAK -
CHERYL L. CLELAND
MARTI~A L. NO~EI~
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowiedged before me by, MAGDALENA B. SLIViAK,
the testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this 14TH day of February., 1997.
~':i: N~ary Public
Ro~er 8. Ir~vin, Notary Public
Carlisle Boro, Cumberland County
My Com~ission Expires Oct. 3. 2000
M~i'T1D~I-r P~nn~y v~nia Association of Notaries
ACCOUNT TRANSCRIPT
SHAREHOLDER:
MAGDALENA B SLIVIAK
ATTN ROGER E IRWIN
60 WEST POMFRET ST
CARLISLE PA 17013-3216
OUR CONTROL NUMBER 1212030209656
CUSIP I ACCOUNT KEYI
175069350610 SLIVIAK--MAGDB0000
CERTIFICATE HISTORY
lO MOST RECENT TRANSACTIONS
,, CERTIFICATE NUMBER ISSUE DATE NUMBER OF SHARES : CANCEL DATE
PX364333 06/10/1994 50.0000 / /
PX351603 04/06/1994 50.0000 09/15/1994
PX340742 03/08/1993 150.0000 07/19/1993
PX333130 07/21/1993 100.0000 03/04/1994
PX332071 06/08/1992 200.0000 03/05/1993
P×330226 02/26/1992 250.0000 06/05/1992
PX328508 01/02/1992 300.0000 02/27/1992
// //
// //
// //
BOoK ENTRY TRANSACTION HISTORY
10 MOST RECENT TRANSACTION,~
DATE TRANS. DESC. AMOUNT ' PRICE PER SHARES
SHARE ACQUIRED
// 0.00 0.0000000 0.0000
// 0.00 0.0000000 0.0000
// 0.00 0.0000000 0.0000
/'/ 0.00 0.0000000 0.0000
// 0.00 0.0000000 0.0000
/~ 0.00 0.0000000 0.0000
// 0.00 0.0000000 0.0000
// 0.00 0.0000000 0.0000
// 0.00 0.0000000 0.0000
// 0.00 0.0000000 0.0000
i
CERTIFICATED I SHARESHELDIN
SHARE HELD BY I BOOK ENTRY
YOU
YEAR TO DATE ACCOUNT SUMMARY
TOTAL I DIVIDENDS LAST
SHARES I PAID YTD DIVIDEND
AS OF
CLOSING
PRICE
TOTAL VALUE
I I PAID
50.0000 0 50~0000 86.50 22.00 12/12/2003 62.740 3137.00
Please note that this duplicate statement only contains the 10 most recent certificates and 10 most recent book entr transactions.
Should you require a detailed account history a fee of $20 for the first year and $10 for each subsequent year is applicable.
Legend
BK TO PH - Book Entry to Physical Certificate
PH to BK - Physical Certificate to Book Entry
TRAN - Transfer
STK DIV - Stock Dividend
M EL.'57210' .0449414004,00945.00945 .......... MEL ....... CHAM~O
December 23, 2003
Law Offices
Irwin & McKnight
West Pomfret Professional Building
60 West Pomfret Street ~ ~ ~
Carlisle, PA 17013-3222
499 Mitchell Street, Millsboro, DE 19966
Estate of Magdalena B. Sliviak
Date of Death: November 21, 2003
Social Security Number: 210-20-2006
Dear Mr. Irwin:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
Account Type ........................... Checking Account
Account Number. ...................... 2677058014
Ownership (Names oj2 ..............Magdalena B. Sliviak
Opening Date ........................... 05/01/86
Balance on Date of Death. .........$3,377.35 .
Accrued Interest $ 0.00
Total. ...................................... $3,377.35
Sincerely,
Charlene Warrington, Associate I
{302) 934-2722
AMERICAN
HOME BANK . .
We help build your future.TM
December 19, 2003
IRWIN & M,.KNtGH
Irwin & McKnight
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013
Dear Mr. Irwin:'
As you requested, I am submitting the information that you needed on the Estate
ofMagdalena B. Sliviak, Account number 110256. The account is registered to
Magdalene B. Sliviak, Kathy L. Enos, POA, and Linda A Stewart, POA. The account
was established on September 9, 2003 with an opening deposit of $103,718.36. The
interest to date on the account is $254.06. The Balance on the account as of November
20, 2003 was $98,266.67. Ms. Sliviak has one day of interest since the date of the
statement which is $5.33 which brings her balance as of November 21,2003 to
$98,272.00.
This is the only account she had with us and there were no name changes or other
changes made to the account.
Should you have any questions on this, please feel free to call our office at 717-
218-6635 and we would be glad to help you.
Sincerely,
Laraine K. Holley
Financial Service Representative
52 East High Street/Carlisle, PA 17013 2922 * Phone 717/218-66 ~0 * www. bankahb.com
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Kathy L. Enos and Linda A. Stewart
being duly sworn according to law, deposes and says fhaf they are the Executrices
of the Estate of Ma~dalena B. Sliviak
late of __Up_p~r~F~ra_nkford~ Townshi_p ..... Cumberland County, Pa., deceased and that the
within is an ~nvenfory made by Kathy L. Enos and Linda A. Stewart , the sa~d Executrices
of the entire estate of sa[d decedent, consisting of all the personal property and real estate, except rea~
~e Common~e~ o~ Pe.nsy~v~.i~, ~.d ~ ~e ~9ure~ oppo~e e~c~ i~em o{ ~e lnven~ory re~esen~ i~'s ~ v~lue
Sworn
and subscribed before me,
Date of Death 11
~Y of A~uary. ~ 2_004
· -Executri=:
620 Grahams Woods Road
Newville. PA 17241
Day Month
Lind~ ~ Stewart. Executrix
102 Barrick Drive
Duncannon. PA 17020
2003
INSTRUCTIONS
I. An inventory must be filed wlfh~n three months after appointment of personal representative.
2. A supplement inventory must be fi~ed within thirty days of d~scovery of additional
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
., -~<O mi
0 z~ ,-,-
Z 0 m
~3 Z
Inventory of the real and personal estate of
MAGDALENA B. SLIVIAK
deceased
1. 50 Shares PPG Industries, Inc. - Traded on NYSE - Common ..........
2. American Home Bank - Money Market Checking Account .............
3. M&T Bank - Checking Account ........................
TOTAL ..................
2,844 50
98,272 00
3,377 35
104,493 85
"~OMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003592
........ fold
ESTATE INFORMATION: SSN: 210-20-2006
FILE NUMBER: 2103- 1068
DECEDENT NAME: SLIVIAK MAGDALENA B
DATE OF PAYMENT: 02/20/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 11/21/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $3,737.21
'REMARKS:
CHECK//020799
SEAL
TOTAL AMOUNT PAID:
$3,737.21
INITIALS' JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DZVISTON
DEPT. 280601
HARRISBURG) PA 17128-0601
ROGER B IRWIN ESQ
IRWIN & HCKNIGHT
60 W POHFRET ST
CARLISLE
CONHONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
~-~ L ' 9ATE 04-12-Z00~
· -. ESTATE OF SLIVIAK
DATE OF DEATH 11-21-2003
FILE NUHBER 21 05-Z068
'0~, /~P~ 1 ,~ ~ ~ ~UNTY CUHBERLAND
ACN 10 Z
Amount Remitted
L.~ ~-~
PA 17013 ~,,UI¥',b~.L: ,.
NAGDALENA ]}
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF SLIVIAK HAGDALENA B FILE NO. 21 03-1068 ACN 101 DATE 0~-12-200~
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rea/ Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. ClosaZy Held Stock/Partnership Interest (Schedule C) (3)
~. Mortgages/Notes Receivable (Schedule D} (~)
$. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXENPTZONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabili~:ias/Liens (Schedule I) (10)
11. Toti1 Deductions
12. Net Value of Tax Return
2~8~.50
.00
101~6~9.$5
.00
.00 NOTE: To insure proper
credit to your account,
subIit the uppir portion
.00 of this form with your
tax payIent.
.00
(8)
9,299.53
13.
1~.
NOTE:
ASSESSNENT OF TAX:
10~,~93.85
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(z;) .00 x O0 = .00
(16) 87,~19.89 x 0~5= 3,933.90
(17) .00 X 12 = . O0
(18) .00 x 15 = .00
(19)= 3,933.90
AMOUNT PAID
3,737.21
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
15. Amount of Line lq at Spousal rate
16. Amount of Line 1~ taxable at Lineal/Class A rata
17. Amount of Line 1~ at Sibling rate
18. Amount of Line lfi taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT I+)
DATE NUMBER INTEREST/PEN PAID (-)
02-20-2004 CD003592 196.70
3,933.91
.01CR
.00
.01CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
CharitablI/GovernIantal Bequests; Non-elected 9113 Trusts (Schedule J) (13) . O0
Net VaZue of Estate Subject to Tax (1~) 87,q19.89
Zf an assesswent ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill
reflect figures that include the total of ALL returns assessed to date.
7~77~.~3
(zz) 17.073.96
(12) 87,~19.89
RESERVATION:
PURPOSE OF
HOT[CE=
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADHIN-
/STRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 11, 1982 -- [f any future interest an the estate as transferred
in possess[on or enjoyment to Class D (collateral) beneficiaries of the decedent after the expiration of any estate for
life or far years, the Coaeoneealth hereby expressly reserves tho right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section Zl~O of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (71 P.S.
Section 91~0).
Detach the top port[on of this Notice and suba[t with your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REG/STER OF HILLS) AGENT
A refund of a tax credit, which Has not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office
of the Register of Hills, any of the 13 Revenue District Offices, or by calling the special Z~-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers eith special hearing and / or
speaking needs: 1-800-~q7-3020 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice oust object within sixty [60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 181021, Harrisburg, PA 17118-1021, OR
--election to have the ;attar determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered an this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Un[t, Dept. 280601, Harrisburg, PA 17118-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions far Inheritance Tax Return far a Res[dent
Decedent" (REV-1501) for an explanation of administratively correctable errors.
[f any tax due as paid within three (5) calendar months after the decadent's death, a five percent (SI) discount of
the tax paid as allowed.
The 151 tax amnesty non-participation penalty as computed on the total of the tax a,~d interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tame period as you would appeal the tax and interest
that has been assessed as indicated on this not[ca.
Xnterest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .00016~. A11 taxes ahich became delinquent on and after
January 1, 1981 w[11 bear interest at a rate which w[11 vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO4 are:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 201 .0005~8 ~)'~6-1991 XXZ .000501 2001 91 .O00Z~7
1983 162 .0004~8 1992 9Z .000247 2002 6Z .000164
1984 111 .000301 1993-199~ 71 .000192 2003 51 .000137
1985 132 .000356 1995-1998 91 .DOOZY7 ZO0~ 42 .000110
1986 XOZ .O0027~ 1999 72 .000192
1987 IOZ .O00Z7q ZOO0 71 .000192
--interest
is calculated as follows:
XNTEREST = BALANCE OF TAX UNPA/D X NUI4BER OF DAY6 DELXNQUENT X DA'rL¥ I'NTEREST FACTOR
--Any Notice issued after the tax becomes daX[nquent wJlX refract an interest calculation to fifteen (15) days
beyond the date of the assessment, xf payment is made after the interest computation date shown on the
Notice, additionaX interest must be caXculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
MAGDALENA B. SLIVIAK
Date of Death:
C)~
No. 21-01-01068
NOVEMBER 21. 2002
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: ----K...- Yes _ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X 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? X Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Date:
10/21/2005
/~~~
Sig~ature -
IRWIN & McKNIGHT
Roger B. Irwin, Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle, PA 17013
City, State, Zip
(717) 249-2353
Telephone Number
C:)
Capacity:
(-
X
Personal Representative
Counsel for Personal Representative
tt;.
Cumberland County - Register Of Wills
ODe Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/11/2005
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
RE: Estate of SLIVIAK MAGDALENA B
File Number: 2003-01068
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 11/21/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
g~~~
GLENDA FAP~ER STR~SBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
.G-
\-