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Home My WebLink About05-15-09 1505607120 REV-1500 PA Department of Revenue Ex (O6-OS) OFFICIAL USE ONLY Bureau of Individual Taxes county cone veer pMe Hurroer PO Box.26osot INHERITANCE TAX RETURN Harrisburg, PA 77128-0601 RESIDENT DECEDENT 2 1 D 8 10 6 8 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 09 23 2008 09 14 1911 Decedent's Last Name Suffix Decedent's First Name MI VSRONIKIS STSVS D (H Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffuc Spouse's First Name MI VSRONIKIS H8L8N Spouse's Social Secudty Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X~ 1. Original Retum I,-_I 2. Supplemental Retum ~ 3. Remainder Retum (date of death 4. Dmlted Estate L~ prbr to 12.13-92) qa, Future Imergt Compromlw ~ 5. Federal Eatete Taz Retum Required cane a deem .ner a-tzazl 6. Derdem Dbd Toshle n (Atracn Copy m wlq ~._~ , o.oeoeni MaInleViW . Lrvina True ~ (gtracn Copy or Trueq D 8. Total Number of Safe Deposit Bozes ~ ~~ 1 B. Utigaaon Proceeds Received ~~ -~ 10. spousal poveM Crean (ale a death _- j 11. EleCtbn to taz under Sec. 9113(A) Between txat-Bt end i-t-esl ~ ` __ (Attach Sch. O) CORRESPONDENT -THIS SECTON MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name MARISLLS F HAZSN Daytime Telephone Number 717 540 4332 Firm Name (N Applicable) HAZSN SLDSR LAW First floe of address 2000 LINGLSSTOWN Seeond Ilne of address SUITE 202 City or Post Office HARRISBURG RD. State 21P Code PA 17110 REG18T~pOF WILLS ~ ONLY . ;; ~ ~ , ,: , z ~:~~ m r, . i~i~ -~ - rrT :ri-~i- cn __ c~ -i ~ . -~ _ ~ ~ ~~ Sa t: ~Ll-it 3 ~ -_ T~ FILED r Correspondent's e-mail address: a artd atatentants, end to the beat of my on all informatlon of which preparer has Catherine P Kastanas OTHER PA ~~~ DATE nA --~_ Marietta F Hazen ~ _, ~ _ „ ~ 2000 Linglestown Rd., Harrisburg, PA 17110 Side 1 ' 1505607120 1505607120 PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER Veronikis, Steve D 21-08-1068 Under penalties of perjury, I declare that I have examined this ratum, 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 representative is based on all information of which preparer has any knowledge. Signature #2 Name Denr Addressl 5zzo Address2 City, State, Zip Date 1505607220 REV-t500 F~( o.oea.m•.N.me: Steve D Veronikis RECAPITULATION 1. Reai Estate (Schedule A) ........................................................................................ .. 1. 2. Stocks and Bonds (Schedule B) ............................................................................. .. 2. 3. Closely Hekl Corporation, Partnership or Sole-Proprietorship (Schedule C)........ .. 3. 4. Mortgages 8 Notes Receivable (Schedule D) ........................................................ .. 4. 5. Cash, Bank Deposks 8 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) n Separate Billing Requested ............ . 7, 8. Total Gross Assets (total Lines 1-7) ...................................................................... . g, 9. Funeral Expenses 8 Administrative Costs (Schedule H) ....................................... .. 9. 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .............................. .. 10. 11. Total Deductions (total Lines 9 8 10) .................................................................... .. 71. 12. Net Value of Estate (Line 8 minus line 11) ........................................................... .. 12. 13. Charitable and Govemmenlal Bequests/Sec 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. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable al the spousal tax rate, or transfers under Sec. 9116 (a)(1.z> x .o0 3 8, 2 7 5. 0 0 1s. 16. Amount of Line 14 taxable at lineal rate X .045 7 6, 5 4 9. 9 9 16. 17. Amount of Line 14 taxable at sibling refs X .12 0 . 0 0 17~ 18. Amount of Lina 14 taxable at collateral rate X .15 0 . 0 0 19. 19. Tax Due .................................................................................................................... . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Decedent's Social Security Number 100,000.00 528.97 9,648.72 17,402.66 127,580.35 10,684.84 2,070.52 12,755.36 114,824.99 114,824.99 0.00 3,444.75 0.00 0.00 3,444.75 Side 2 L 1505607220 1505607220 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-08-1088 DECEDENTS NAME Steve D Veronikls SiREETADDRESS- 5218 Oxford Drive - - --- - ----- - - - i M@ChanlC@bUrg -~ ~~ - -~~~ STATE ~~---'ZIP-- -~~-_-- - _- PA 17055 Tax Payments and Credits: 1. Tax Due (Page t Line 19) (1) 3,444.75 2. CredltslPayments -- - -"-- -- A. Spousal Poverty Credit B. Prior Payments 3,600.00 C. Discount 172.24 3. 7otalCredits(A+B+c) InteresVPenalty if applicable (2) - 3,772.24 -__.._ ___. D. Interest --- -.... __ _ ._. E. Penahy Total lnteresVPanalty (D + E) (3) 4, it Line 2 is greater than Line t + Line 3, enter the difference. This is the OVERPAYMENT. (4) 327.48 Check box on Page 2 Line 20 to request a rofund -- - --- --- 5. If Line 1 + Line 3 is greeter than Line 2, enter the difference. This is the TAX DUE. (5) A, Enter the interest on the lax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (8B) 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 a. retain the use or Income of the property trensferred :.................................................................................. b. retain the right to designate who shall use the property transferred or its income :.................................... :~ . ^ x c. retain a raverelonary interest or .................................................................................................................. ~._~ d. receive the promise for life of either payments, benefits or care? .............................................................. [ [ x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without recewmg adequate consideralion? ....................................................................................................................... ~_j I xJ 3. Did decedent own an "in trust for or payable upon death bank account or security at his or her death?......... ~'I ~ x] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation2 .........................:........................................................................................... ~' ~ I 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 trensfere to or for the use of the surviving spouse is zero (0) percent p2 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 evenrf 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 nature) parent, an adoptive parent, or a stepparent of the child is zero (0) percent p2 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. §9t16 1.2) [72 P.S. §9116 (a) (1)]. Tha tax rate imposed on the net value of lrensfere to or for the use of the decedent's siblings is hvelva (12) percent [72 P.S. §9116 (a) (1.3)]. A si5fing is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. RrvA60p EX~ )bda) SCHEDULE A REAL ESTATE CAragNyIEALTX DF PENNByIVIW W XWIEgRNICE T/JI RETURN REBIDEM DECEDEM ESTATE OF FILE NUMBER Veronikis, Steve D 21-08-1068 All nN properly ovmetl eNNy or u E mnem In common muH M raportW el hlr memN vtlw. felr mRkal valor Is tle0natl es the prke N vMCR properly weuM be expnenge0 ulween a WWnp buyer entl a vAWq sNler, nepner being compelu to buy or cell, botR nevYq mesonebN Imoeletlpe N ere rabveM fags. Rnl property vmlen ie IolMlyovmatl vAal ripM N wMVOnRip mwt M tlieeloeetl on eehuula f. or n~e~a epam ie neeaaD, aamnonal pages or me same size) Copyright (c) 2002 form software only The Ladrnar Group, Inc. Form PA•1500 Schedule A (Rev. 6-98) Rw•i8% EIN la-%) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COtegINA:ALTN OF PENNBYLVMIN WHFARhNCE TA%RETNRN REBIDENr ceGEDEM ESTATE OF FILE NUMBER Veronikls, Steve D 21-08-1068 IncMltle Ma proceetla of Iagetian and the Gts tha proceetle were nceWetl M Me valeta, All property plRtlyowmtl wIM Me R8h1 of aurvWOnhlp must M tllseloaatl on aehatlule F. v. ,,,..,o ayuw .a ,mcuoq auumonal pages Or the seine size) Copyright (c) 2002 form software onty The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rwdee9 BJ(a (4N) SCHEDULE F cow.amvsALTNOF reNNSrLV,ww JOINTLY-OWNED PROPERTY MIERITANCE TAIL RETURN RE°CENTDECEceNT ESTATE OF Steve D p °n °YH wu n,ada OMY°b ADDRESS SURVIVING JOINT TENANT(S) NAME B. Dennis Veronikis C. .101NTLY OWNED PROPERTY: Mechanicsburg, PA 17050 5220 Windsor Blvd Mechanicsburg, PA 17055 ILE NUMBER 21-08-1068 on RELATIONSHIP TO DECEDENT Son ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IOENTIFVING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH ALOE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1 B 811712008 Citizens Bank Checking Acct. 2,835.82 16.667% 472 63 #6204179075 . 2 A 9/1712008 Citizens Bank Checking Acct. 2,835.82 15.667°~ 472.63 #6204179075 3 A 9/17/2008 Citizens Bank Checking Acct. 26,110.63 16.667°~ 4,351.73 #6204179083 4 B 9/17/2008 Citlzene Bank Money Market Acct. 26,110.63 16.667% 4 351 73 #6204179083 , . TOTAL (Also enter on Line 6, Recapitulation) 9,648 72 (g more apace is nestled, atldPoanel pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule F (Rev. 6-98) Rav-1670 EX~ (MN) SCHEDULE G INTER-VIVOS TRANSFERS 8r MISC. NON-PROBATE PROPERTY DOaMONKFALTM av rERRSnva~w VAERRANDE TR%RETURN REeaYNT DEDEOERr ESTATE OF FILE NUMBER Veronikis, Steve D 21-08-1068 This atlie0ub must ae CorriplelOE aM flk0 a the answer ID any b queallona 1 tllmuph 4 on the ravMe etas DI the REV-1500 COVER SHEET u yes. v~ ,~,.,~ s sNeK s ~meuaD, eaanionai pages or [ne same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REVdt61 Ex* nbaQ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Steve D SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Sodal Security Number(s) / EIN Number of Personal Repn Street Address CnY State _ Year(s) Commission paid Zip z. Anomey's Fees Hazen Elder Law 3. Family Faremption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decadent a. I Probate Fees Register of Wills FILE NUMBER 21-08-1068 AMOUNT 2,447.35 3,808.45 306.00 5. Aaountant's Feas 6. Tax Return Preparers Fees Carey Associates 131.00 7. Other Administrative Costs 3,991.04 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 1QB84,84 Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule H (Rev. &98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Veronikis, Steve D 21-08-1068 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 American Legion Post 26 -funeral luncheon 224.85 2 Camp Hitl Cafe -funeral luncheon 1,452.00 3 Flowers -funeral services 60.00 4 Holy THnity Greek Orthodox Church -funeral services 500.00 5 Transportation for Mrs. Veronikis to funeral 210.50 H-A SuMotal 2,447.35 Other Administrative Costs 6 Carlson Construction -basement repair due to termite damages at residence 2,500.00 7 Cumberland County Recorder of Deeds -recording fee of new deed 48.50 8 Cumberland Law Journal -Estate Notice 75.00 9 Gregory Ritter -repair and replace flooring due to termite damage to residence 650.00 10 Pig Pen Hauling -clean up of basement and back yard of residence 347.00 11 Register of WIIIs -filing fee for Oath of Subscribing witness 20.00 12 Rid-X Total Termite & Pest Control -termite inspection of residence 59.00 13 The Homestead Group -fee for market valuation of residence 100.00 Copyright (c) 2002 form software only Tha Lackner Group, Inc. Fonn PA-1800 Schedule H (Rev. 6.98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Veronikis, Steve D 21-08-7068 ITEM NJMBER DESCRIPTION AMOUNT w ~ ne .JBO[1t181 - tSWLfi NO[iCE Copyright (c) 2002 form software onty The Lackner Group, Inc. 190.54 H-87 subtotal 3,891.04 Form PA-1500 Schedule H (Rev. 6-98) Rwdai3 F-IN taJa) COMAONIO£~LTN OF PENN6YLVMIW RUERRMICE TR%RETURN RE&DENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ca r ~. c yr (FILE NUMBER Veronikis, Steve D 21-08-1068 IncludE unnNmiwned maDleal ~np~nan. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Comcast -Cable expense 53.35 2 CumbeHand Apothecary -Medicine expense 10.55 3 Hazen Elder Law Estate Planning fees 737.50 4 Pa American Water -Utility expense 41.22 5 PP8:L Electric -Utility expense 133.97 6 West Shore EMS -Transport for 9/13/08 842.95 7 West Shore EMS -Transport for 6/29108 850.98 TOTAL (Also enter on Lina 10, Recapitulation) I 2 070.52 (If more apace Is nestled, atlditional pages or Me name size) Copyright (c) 2002 form sofhvare only The Lackner Group, Inc. Form PA-1600 Schedule I (Rev. 6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA%gETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Veronikis, Steve D 21-08-1088 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) Do Not LW Trwtaa • ($$$) 7 TAXARI F niSTDIFI ITInAIC f:....b.J.. -...-:_:-. ___. _ 1 Catherine P Kastanas Daughter One-Third of 3 Briar Gate Road the estate Mechanicsburg, PA 17050 2 Dennis Veronikis Son One-third of 5220 Windsor Blvd the estate Mechanicsburg, PA 17055 3 Helen Veronikis Spouse One-third of 5216 Oxford Dr estate Mechanicsburg, PA 17055 Total Enter dollar amounts for tlistributions shown above on Ilnea 5 throw h 18, as appro Hate, on Rev 1501 II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT RcIMr_ went CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS SCHEDULE J BENEFICIARIES sheet T TOTAL OFPART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0 00 Copyright (c) 2002 form sotiware only The Lackner Group, Inc. Form PA-1500 Schedub J (Rev. 6-98) Citizens Bank° December 10, 2008 CONNIE EGGERS WOODHOUSE 2000 LINGLESTOWN ROAD SUITE 202 HARRISBURG PA 17110 Estate of STEVE D VERONIKIS Date of Death: Sep 23, 2008 SSN: 112-09-7886 Dear Sir/Madam: 525 William Penn Place Suite 153-2618 Pittsburgh, PA 15219 In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-888-999-6884 Sincerely, Robert Roos Operations Services DEC 1 2 2008 --------------------- =- tittzens Bank' Account Number 6204179075 Account Title STEVE VERONIKIS OR DENNIS VERONIKIS OR CATHERINE KASTANAS Date O ened 7/15/2003 Account T Checkin Princi al Balance as of DOD $2835.82 Interest from Last Postin to DOD $ .00 Account Balance as of DOD $2835.82 YTD Interest to DOD $g,20 glll`Og Jaib~.J\~ Citizens Bank- Account Number 6204179083 Account Title STEVE VERONIKIS OR DENNIS VERONIKIS OR CATHERINE KASTANAS Date O ned 7/15/2003 Account T e Checkin Princi al Balance as of DOD a2fri 10.63 Interest from Last Postin to DOD $ .00 Account Balance as of DOD $26110.63 YTD Interest to DOD $62.85 a~~~~~ ~o,.~- OCT. 2.2008 2;38PM VtIADDELI. ~Campany N0. 822 P. 2 6300 Lamar Avenue Post Office Box 29217 Shmvnee Miasion, KS 66210.9217 www.weddell.tom October a, Zoos RE: Account 3623436 To Whom It May Concern:: Listed below is the balance of the fund for the account listed about as of Tuesday, September 23, 2008. Fund Shares NAV Balance WR Advisors Accumulative A 2,417.036 $7.20 $17,402.66 If you have any questions regard:ung the above information please call me at I-888-WADDELL (923-3355). Thank You, C~_~~~ ~~ Justin Fried! Cbstomer Service Representative DEG-99-9g TUE 91:93 PM <gSTRNRS~-HEFlTIN~-RNDtq IR+. 697331382 3 B P. B2 ~~~a T!)7 f~ 4075 MARKET STREET 1 CAMP HILL, PA 17011 I PHONE (717) 763.7500 I FA% (71 71 7 63-0200 RE~LTOfl fYC. December 4, 2008 To whom this may concern, I have completed a market comparison on the Steve Veronikis Estate, at 5216 Oxford Drive, Mechanicsburg, Pennsylvania 17055. Based on the condition, the current value of this property is $100,000. If necessary, I can provide a detailed comparative market analysis. Ptease feel free to contact me with any questions or additional information. Thank you, ~~ ~~~ Elizabeth Kaouse Realtor M> OI'floo: 717.763-7600 Dlsect:7l7-920-3905 Cell: 717-554-9394 3-~~~~ Veronikis SWD/deeds/real.esVCLN RODERT P. ZIEGLER RECDRDER OF DcEDS CL•h-'.SEftLAND COUiJT'i i'. 2604 SEP 16 API 11 46 Tax Pazcel No. 13-24-0793-110 SPECIAL WARRANTY DEED THIS DEED made the 15s' day of September, 2004. BETWEEN STEVE VERONIHIS and HELEN VERONIHIS, husband and wife, Parties of the First Part, GRANTORS, -AND- STEVE VERONIHIS, married man, Party of the Second Part, GRANTEE, WITNESSETH, That the said GRANTORS for and in consideration of the sum of $1.00 One and 00/100 ($1.00) Dollaz and other good and valuable considerations paid by the said GRANTEE to the said GRANTORS, at and before the signing and delivery of these presents, the receipt of which is hereby acknowledged, have granted, bazgained, sold, and conveyed, and by these presents do grant, bazgain, sell, and convey unto the said GRANTEE and GRANT'EE'S heirs, successors and assigns the premises described as follows: ALL THAT CERTAIN lot in Plan No. 3, Windsor Park, Lower Allen Township, Cumberland County, Pennsylvania, as shown on the survey dated June 13, 1959, by D.P. Raffensberger, R.S., more fully described as follows: LOT 25. BLOCK "B" BEGINNING at a point in the eastern side of Oxford Drive, said point being 317 feet southwest of the southeast intersection of Winston Drive and Oxford Drive; thence along the eastern side of Oxford Drive, South 45 degrees 52 minutes 'West, a distance of 75 feet to a point; thence South 44 degrees 08 minutes East, a distance of 110 feet to a point; thence North 45 degrees 52 minutes East, along the division line between Lots No. 25 and Lot No. 4, a distance of 75 feet to a point; thence North 44 degrees 08 minutes West, along the division line between Lot No. 25 and Lot No. 26, a distance of 110 feet to a point in the eastern line of Oxford Drive, the place of BEGINNING. BEING THE SAME PREMISES WHICH The West Wazd Savings & Loan Association of Shamokin, Pennsylvania, a Pennsylvania corporation, by its Deed dated May 17, 1967 and recorded June 8, 1967 in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania in Deed Book J-22 at Page 452, transferred and conveyed unto Steve Veronikis and Helen Veronikis, husband and wife, GRANTORS herein. THIS TRANSFER IS FROM HUSBAND AND WIFE TO HUSBAND AND, ACCORDINGLY, IS EXEMPT FROM PA REALTY TRANSFER TAXES. BOOK ;~65 PACEj,2$$ TOGETHER with all buildings, improvements, woods, ways, rights, liberties, privileges, hereditaments and appurtenances, to the same belonging, or in any way appertaining, and any revisions, remainders, rents, issues and profits thereof, and of every part and parcel thereof, including any interests specifically set forth herein, if any. And also, all the estate, right, title, interest, property, possession, claim and demand whatsoever, both in law and equity, of the GRANTORS of, in and to the same. TO HAVE AND TO HOLD the said premises, and the appurtenances, hereby granted to GRANTEE and GRANTEE'S heirs, successors and assigns, to and for the only proper use, benefit and behoof of the said GRANTEE and GRANTEE'S heirs, successors and assigns forever, under and subject to conditions of record. AND the said GRANTORS hereby eo~!enant and agree that GRANTORS will .specially warrant the property hereby conveyed. IN WITNESS WHEREOF, the said GRANTORS have hereunto set their hands and seals the day and year first above written. SIGNED, SEALED and DELIVERED IN THE PRESENCE OF WITNESS l/ ~ S E7` VE VERONIHIS r HE EN VERONIHIS t3ocK 265 PACEi289 COMMONWEALTH OF PENNSYLVANIA , SS. COUNTY OF DAUPHIN On the day of ~7cW/w/ , 2004, before me, a Notary Public in and for said County and fate, the undersigned officer, personally appeazed STEVE VERONII{IS and HELEN VERONIKIS, known to me (or satisfactorily proven) to be the persons whose names aze subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained, and desired the same might be recorded as such. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~~` u Notary Public T NOTARUII SERI STEVEC NiCHOIAS,NoWyPugic Paxton TrMp., DauplYn rasr***,t*+a*,trr~,tr,r,t,wr*r+t,trr,t***,t*ir,tr*,tr,t,tr**,r*,tw~**~*trr*,a«*,tr***r,t,r***tr*r,e,r~,t*~* CERTIFICATE OF RESIDENCE I hereby certify that the precise address of the Grantee herein is: 5216 Oxford Drive Mechanicsburg, PA 17055-3510 ~~ c.. Attorney~Agent for Grantee FOR RECORDING PURPOSES ONLY NO TITLE CERTIFICATION ••*r***~*+*****•*r•*r***w,w,t,t*rrr***ra**aw**rrr*r****+*«*********r******r**a*fr* Recorded in the Office for the Recording of Deeds in and for Cumberland County, Pennsylvania in Record Book Page WITNESS my Hand and Seal of Office, this day of , 2004. I Certify this to be recorded In Cumberland County PA a ' ~ 3'~`~-°°' Recorder of Deeds ° BOON,~65 PACE129p Recorder of Deeds PENNSYLVANIA INHERITANCE T INFORMATION NOTICE BUREAU OF INDIVIDWI TAXES AND PO BOX 280601 HARRISBURG PA 1712e-bsbl TAXPAYE R RESPONSE en-isw a uv :ee-ee: FILE N0. 21 OS-1068 ACN 09100287 DATE 01-02-2009 CATHERINE KASTANAS 5216 OXFORD DR MECHANICSBURG PA 17055-3510 EST. OF STEVE D VERONIKIS SSN 112-09-7886 DATE OF DEATH 09-23-2008 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINDS ® CHECKIND TRUST CERTIF. CITIZENS BANK DF PA Drovitlad 4he Oapa rtaant with the inf oreation below. which has bean used in calculetinp the Ootantiel tax due. Rscerds'-tndicatp that at the dpakh of the above -nrpd dpeptlpnt, you waro a ioint wnpr/bpnoflciary of this account If you feel the inforaet3on is incorrect, plaaaa obtain written corra et ion free the flnsncial institution, attach • copy to this fore and return i4 to Lha sbova addre::. This account is texeb la in aeeo rdanea withthe Inharitanc• Tax lws of the Coeeo:waalth of Pennsylvanis. Plaasa call C73A 7B7-BS27 with westiena. COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYNENT INSTRUCTIONS Account No. 6204179083 Dato 07-15-2003 To •nsura proper crodiL to the account, two Establlshatl copies of this notice oust aecwperer Account Balaneo Porc ant Taxable Amount Subject to Tax lax Rat• Potential Tax Du• $ 26,110.63 X 16.667 $ 4,351.86 X .15 $ 652.78 paYeont to the Rspistar of Wills. Wake check payable to "Rspistar of Wills, Apmt". NOTE, If tax psvaents an aatla within throe eonths of the decedent's daH of loth, doduet a 5 percent discount on the ts: tlua. Arnr Inheritaneo Tax duo will baeoaa delineuent nlno aontha attar the dab of death. A. ~ The above infonatien and tax tlua is correct: Rw it payasnt to the Rspistar of Wills with two copies of this netlee to ebtain CHECK a discount or svoid interest. or chock box "A" antl rata rn this notleo to the Raplstar of ONE Wills and an official asaessaant will be issued by the PA Depsrtaant of Revanua. BLOCK ~ ONL Y B. ~Tha sbova asset hsa been or will be reported antl tax oa id with the Pannsvlven is Inhoritenea Tax return to b e filed by the ss to to representative. C. ~ The Coao above info • ion is ineorr et and/or debts and tleduetions lst PART ~ d/ ~ were paid. s an or PART 3 below. PART If intlicatinp a diffe root tax rate-, please state rolatianahlp to tlaeedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Data Establishetl 1 2. Account Balanea Z $ 3. Percent Taxable 3 X 4. Aaount Subject to Tax 4 $ 5. Debts antl Deductions 5 6. Aaount Taxable 6 $ 7. Tax Rato 7 X 8. Tax Duo B $ PART DEBTS AND DEDUCTIONS CLAINED DATE PAID PAYEE DESCRIPTION ANOUNT PAID ,u,wL tenLR on Llne 5 of Tax Computation) e Untlor penaltlea o} porlury, I tlae la ra that the feats I hive roportotl abavo~yro/t/C~u/ay, correct eomploCe tM best o} my knowlo~dae and boll aT. HOME ( r/-/ )(p7 '/ --3 -~ ~ 0~~~ ~ ~I.~11,~aJ WORK ( l ) ~O/ DATE PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BuREau DF INDiv1DwL TAxes AND FILE NO HARR I~SBUR6dPA 17128-gaol TAXPAYE R RE S P O N S E ACN nvasca ez us sae-ao DATE 21 08-1068 09100289 01-02-2009 CATHERINE KASTANAS. 5216 OXFORD DR MECHANICSBURG PA17055-3510 EST. OF STEVE D VERONIKIS SSN 112-09-7886 DATE OF DEATH 09-23-2008 COUNTY CUMBERLAND. REMIT ~PAyMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO CDURT HOUSE CARLISLE, PA 17013 TYPE OF ACCOUNT SAVINSS ® CHECKING TRUST ^ CERTIF. CITIZENS BANK OF PA previtled the Deperteent with the iota nation below, which has bean usotl in ealeuletinp the Dotent ial tax dus. Records indicate that st the death of the abovo -naaod decotlant, you were a le int owns r/bonaf ie levy of this account. If you foal the inforaat ion is fneerraet, pl case obtain written corm ekion froe the financial institution, attach a copy to this Porn and return ft to the above address. This account is taxable in secprdanee with the Inhe rf lance Tax laws of the Coaeom,ealth of Pennsylvania. Please call (717) 787-8327 with awstians. COMPLETE PART 1 BELOW ^ SEE"REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6204179075 Dat• 07-15-2003 To ensure proper credit to the account, two Establl5hetl copies of this notice oust e Account Balane• Pere •nt Taxabl• Aeount Subject to Tax Tax Rate Potential Tax Due S 2,835.82 X 16.667 S 472.65 X .15 S 7n-on ceoeparo pavunt to 4he Register of Wills. Neke check payable to ••Repiatar of W311s, Agent". NOTEx if tax pavaents ors each within throe eontha of tM decedent's data of death, tleduct a 5 percent difeeunt on the tax age. Aro Inheritance Tex due will beeeee tlQinewnt nine eontha after the tleta of dgth. A. ~ The above inforeatlen end tax duo is correct. - Roit peyunt to the Rep ister of Wil larith twe eoPLa of this noti es to obtain r CHECK ~ a discount or avoid inNrast, er chock box "A" and return this notice to the Ropiator of - L ONE Wills and an official assesseont will bs is sued by the PA Ospartemt of Revonuo. BLOCK B. ~ The abovo asset has boon or will be reported and tax paid with the Pannsv lvanie Inheritance Tax return ONLY to bo filed by the estate rap roswtat iva. C. ~ Tho abovo inforr~~•ttion is ineo rr ~et entl/or debts and deductions were Paid. Coeplob PART ~ and/or PART IJ below. PART I} Indicating a different tax rata, please state roLtlonship to decotlant: TAX RETURN - CONPUTATION LINE.1.._DaL:Fatab3lafiad -- 2. Account Balanea 3. Percent Taxabl• 4. Aeount Subiect to Tax 5. Debts antl Detluctions 6. Aeount Taxable 7. Tax Rate e. Taz Du• OF TAX ON JOINT/TRUST ACCOUNTS l z S 3 X a S 5 a S 7 X e S PART DEBTS AND DEDUCTIONS CLAIMED DATE .PAID PAYEE DESCRIPTION AMOUNT PAID an Lin• B Under penalties of pariury, I tlocla re that the facts I have reported abovo erg//t rusev correct antl eoapleta to th• Dest of ny knowletlp• and bola of. HOME ( ~ , (/l9Y -~~ ~3 /3~/p9 , -f- pi~,IivfO i ~ !J 1//~'~yr Q1~J WORK C ) -T- DATE PENNSYLVANIA INHERITANCE T INFORMATION NOTICE BUREAU OP INDIVIDwL TAxES AND PD sox 2aoaol TAXPAYER RESPONSE l11RRISBURG PA 17128-0601 av-isa sx ar ue-an DENNIS VERONIKIS 5216 OXFORD DR MECHANICSBURG PA 17055-3510 Dat• 07-15-2003 Established TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. CITIZENSBANK OF PA provitlod the Dopartaant with the inforaation below, which has bean used in ealculatinp the patent ial tax duo. Records intlieato that at the tlaath of the above-naaod decadent, you ware a ioint owns r/bansfieia ry of this account. 1f you foal the inforaation is incorrect, please obtain writ tan correct ion free the finanelel institution, attach a copy to this fora end return it to the above atldress. This account is taxable in accordance with the Inheritance Tax laws of the Cosaom,aelth of Pa nnsvlransa. PLasa coil Ui7) TB7-B3Zi with Ouastimis. COMPLETE PART 1 BELOW a SEE REVERSE SIDE FOR FILIN6__AND PAYMENT INSTRUCTIONS Aeedunt No. 6204179075 Account Balance Porcont Taxable Awount Subiect to Tex Tax Rate Potential lax Du• 2,835.82 X 16.667 $ 472.65 X .1 _ 70..90 ~. To opsuro proper credit to the account, two copies of this notice oust accwpaay ~ pavunt to the Repistor of Wills. Make check payable 40 "Repistar of Wills, Apant'•. NOTE, If tax paysants an aada within three aonths of the deco tlant'a tlat• of death, deduct a 5 percent discount on the tax duo. Am, IoMritanea Tsx duo will bacwa dalinoumt nine aonths after the data of death. A. ~ Tho abevo inforaatfon and tax dw is correct. Roait paysant to the Rapiator of Wills with bo eopiea of this notice to obtain r CHECK a tliaeount or avoitl interest, or chock box ^A" antl return this notice 4a the Re pistor of ~ ONE Wills and an official asaassaont will ba iasuotl by the PA Daoertasnt of Ravenna. L BLOCK ONLY B. ~ Tha abevo asset has boon or will ba reported and tax pa itl with t b the Pannsylvan is Inhorltanea lax ret o a fil od by the osteL npnsantat ive. urn C. ~ Tha abevo inforaa ion is incorr ~t and/or debts and daduc tiens Coapl eta PART ~ d/ ware paid. an or PART l.__I below. PART If intlicatinp a tlif}event tax rate relationship to decedent: TAX RETURN - COMPUTATIONOF TAX ON LINE.'i. Date Establlsbatl 1 - 2. Account Balance 2 $ 3. Porcont Taxable 3 X 4. Awount Sub~eet to lax 4 $ 5. Delfts antl Deductions 5 6. Awount Taxable 6 $ JOINT/TRUST ACCOUNTS 7. Tax Rat• T X 8. lax Dua B $ PART DATE PAID altles of to the b~ PAYEE DESCRFPTION FILE N0. 21 08-1068 ACN 09100288 DATE 01-02-2009 EST. OF STEVE D VERONIKIS SSN 112-09-7886 DATE OF DEATH 09-23-2008 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS TD: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE- CARLISLE, PA 17013 5 of Tax Cowputation) ANOUNT PAID that the facts I have reportotl above are true, correct antl $nd 6olief. HOME C'717 1 `7/_/_ _7%2-7 WORK CTl7 ) ~~S'~H~oy~ TELEPHONE NUMBER DATE PENNSYLVANIA INHERITANCE T INFORMATION NOTICE BUREAU OF INOIVIOUAL TAXES AND PD Box zapsol TAXPAYER RESPONSE HARRISBURG PA 17128-0601 xv-rsu a err toe-w, FILE N0. 21 08-1068 ACN 09100286 DATE 01-02-2009 DENNIS VERONIKIS- 5216 OXFORDDR MECHANICSBURG PA 17055-3510 EST. OF STEVED VERONIKIS SSH 112-09-7886 DATE OF DEATH 09-23-2008 COUNTY ..CUMBERLAND REMIT PAYMENT ANDFORMS T0: REGISTER OF WILLS CUMBERLAND CO CDURT HOUSE CARLISLE, PA 17013 tYPE OF ACCOUNT SAVINGS ® .CHECKING TRUST CERTIF. CITIZENS BANK OF PA provided the Daparbant with the inforaatlon below, which has bun used in caleulatinp the Ootsnt Sal tax tlua. Race rds indicsL that at the death of the aborrnnad decedent, you waro a Iof nt wmr/banpfd claN of this aeeaun t. If you ful the Snfor•at ion is Sneerroet, pl oss obtain written corroetion free. the finsnelal institution, attach a copy to this fore and rotyrn it to the ebers addrus. This account is taxable in accordance with the Inhsritsnca Tax laws of the Conorwaalth of Pennsylvania. flaess roll f719) 787-832T with wnsstiona. COMPLETE PART 1 BELOW W SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6204179083 Account Balanco P•reont Taxa6lo Amount Subiaet to Tax Tax Rato Potontlal lax Du• PART CHECK ONE BLOCK ONLY Date 07-15-2003_ Established 26,110..b3 , X 16.667.-- S 4,351.86` X , ,r $ 652.78 L Te ensure proper credit to the account, two copies of this notice cask seepapero payasnt to the Rapistar of Wills. Make chock pavabls to "Re pister of Wills, Avant". NDTEr If tax payunts ors ads within throe aonkha of the dseedsnt's dots of death, dstluct a 5 percent discount on the tax duo. Arty Inhe ritencs Taz dw will bsewa dslinownt nine aonths sftsr khs tlats of death. A. ~ Tb ebovs inforaation and tax duo Ss correct. C. ~ The above info a ion 1A Sncorr et and/or debts and tladuc tions wsro paid. Cwplsta PART ~ and/or PART 3~ below. RNit payunt to the Rapisbr of Wills-wikh two copiss of. this not ics to obtsin • discount or avoid intsrost, or cheek box "A" end roturnthls nofica to the Repisbr of W311s and sn official psssssasnt will be issued by the PA Dapertasnt of Ravanus. B. ~ Ths ebovo asset has boon er will be reported and tax paid wlkh Ohs Pennsvlvenis Inherit ones Tmc return to bs flied by the estate roproaentatiw. PART If Indieatlnp • tll tf•ron t-tax rate,plaas• state r•latlonsh3pto dwad•nt: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LS NE I. Date Estah133FB'd -'~ I - ~ _, _. __.. __ 2. Account Balanco Z $ 3. Po rent Taxable 3 X 4. Amount Su67•ct to Tax 4 $ 5. Debts and D•duetlons 5 6. Amount Taxable 6 $ . 7. Tax Rata 7 X e. Tax Dw B $ P~T 3 DEBTS AND DEDUCTIONS CLAIMED DATE PAdD PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 0} Tax Computation) U o o penalties of m 1•ta to the p•riur I d•c • that th• facts I have r•port•tl ^bov aro true, corrwt and s krfowl d e~and hello}, HO ME C / ) WORK ( 7( ) .SS- 6 6 AVER S G AT TELEPHONE NUMBER DATE o a+ o I Who! Im ~~NI~ ~~~~ 1~aQ¢~ ~o~a O ~O a ~ "~ avow UJ `~illn~ O O S ..0 ~ m a ~ ~ s ~ S O O O O ~'I 0 M1 N O N ~ O ' ~ '. ~ ~ a w^ 1~ w w 1N~~II µl ~i Q~ w Q ~~ c x 0 0 N y 7 O O U Y h ~i Q 3~ 4. ~ 0 Y y_ ~U N ~ M M 1 ti O ~~ a. •~ O U Haz~v F~.n~tt Law An Estate Planning and Elder Law arm 2000 Linglestown Road, Suite 202 Harrisburg, PA 17110 ro.: (717) 5404332 rax: (717) 5404313 May 14, 2009 CERTIFIED MAIL Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Steve Veronikis File No.: 21-08-1068 Social Security No.: 112 09 7886 Inheritance Tax Return To: The Register of Wills: www.HazenElderLaw.com Marielle R Hazen, CELA• Marti S. Miller, Associate N 0 C7 r~ v ', ~ ..o ~~c ~...-_ ~ ;~ ; ^:~~o -, -r C7 a r, : ~, -~ l'-' `- -- -rim , .::; ~ z ~ cn - , -il a _ ~~ ' ~~ ; = - ~ ~ - -., ~ w Enclosed for filing please find the original and one copy of the above-referenced Inheritance Tax Return and Inventory, along with a copy of the first page of the Inheritance Tax Return. Please date stamp the first page of the return and a copy of the Inventory and return them to my office in the enclosed self-addressed envelope. Also enclosed is a check for the filing fee in the amount of $30.00. If you have any questions or require any additional information, please do not hesitate to contact me. Sincerely, /(~t~~~,~p~, ) _,,~~ Corinne Eggers Woodhouse Paralegal Enclosures cc: Catherine P. Kastanes and Dennis Veronikis "Certified Elder Law Attorney by the National Elder Law Foundation as authorized by the f~nnsyluania Supreme Court