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HomeMy WebLinkAbout02-0947 PETITION FOR PROBATE and GRANT OF LETTERS Estate ojBLA/()(.lIc AJJ6eL..iJPP No. '21-f)~~qj..f+ also known as To: Register of Wills for the Deceased. County of C-V#:J~f.4;,t;p in the Social Security No. ;1.0/ -/ f?- (go l?fI Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner""', who is/ate 18 years of age or older an the execut n; -I. named in the last will of the above decedent, dated A'!;J~ t L 2- V , 19~ "JId codicil(s) dated GXi:411/ole.. AlAwr€O I /1.1/4-, ':;:'J.lt.t/C-A(':Z!r:!ff1lt?AI~t. l'Mlc ~e~~. A-u. SI/J;tY/Jr/j1.q ~"''5_~__set:(ve~_~ /Ce'NtJ/I/tICEf7 /,1/ FAf/t?1e ~~ 7>/?e.,i1/7;/ S. "A-z-c:;>ue:z- A.c. ~Gtf!VTI?'X. (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in tl/U1l3e/?lA/lJP County, P.!;nnsylvania, with he-a last family or principal residence at "770 I"o/'LA.Q C'#L/A!.c/f ,rep., CAmP /IILL P,A- 1'719/1' .- (list street, number and muncipality) $-0 1Vt.4 V ,;L 1 ,~ :M>o '4 at CIUI1 II.. i7 I Except as follows, dece ent 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: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ ,:U, tJOtJ. '" (/ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters rf"!-<,7/ m eHJ~V (testamentary; administration c.I.a.; administration d.h.D.c.t.a.) theron. ~ ~ o c ~ :s!~ ~- ~ " "'~ c ",,0 ='';: \l:l'':::: 3~ ~~ 50 ;; = .. u; ~!A-'~z Cj L?Ll? 11::/''--Oo/i /I1/,tL Jet>. m~r:1+ /<::5 O()AGj P,A- /7115V OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1- ss COUNTY OF Gl/iUt?;~ J The petitioner(s) above-nMled swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of th~ knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will we and truly. admi'Rste~ t e estate according to law. Sworn to or affi.rmed and subscribed { ~ before me this 7 th day of ~. --:-.OCTOBER 20~02 x~x !a ~~ -- ~ ~ gter ~ 1-, " . Estate of No. 61\-0 ~-q4'"l- 73 L,i4-flJ itf t: A-IV'CfL() r F , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOBER 23, 200 2 x~_, 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 4-22-1975 described therein be admitted to probate and filed of record as the last will of BLANCHE ANGELOFF , and Letters 'I'P.~'I'AMP.N'I'ARV are hereby granted to BRANDA S VAZQUEZ FEES Probate, Letters, Etc. ......... $ 60.00 Shon Cenificates( ).......... $ 1" no Renunciation ................ $ 20.00 extra pages $ 12.00 To-fA'l_ $ 1 ~2~~0 Filed...... .1.0,..23~.20.Q2............... mailed to atty 10-23-2002 ITh'T'K!./dc O'edA/A) 01'2.. ATIORNEY (Sup. Ct. l.D. No.) ,,<172.-0 31o~ C-e.nySJ5(J~ A-t> ..~I;>DRESS /J C4-hl P fflLJ....{ /"4 /7<)/1 7/7 -7~7- 7ft; 0 PHONE H105.805 REV 91g6 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate. will be forwarded to the State Vital Records Office for permanent ftling. WARNING: It is illegal to duplicate this copy by photostat or photograph. P 8453630 No. 1\\\II,~~(,\rOrpl~~~~-~_ l"~~.. ... ~~', f~~V""'''.\~' '~I' _' - ..',!Ii."'-. c. .\'1"::~ ~--=:." .. . ,~::. ~QI .: -;:: ~~\~fi. !.:bo~ \*\- :',_.':&' .\!*l .4... A","" '-~_. ~l "---~rMEN1'" ~~,,/ ""''''""",,####,11111' a)..I,f?-:/ .' Fee for this certificate, $2.00 .~,3.6>-L>~ Date H,O!>:43A..,2J81 CQMMONWEALTHOF PENNSYLVANlA... DEPA.R1MENl OF HEALTH.. \lllAL RECORDS CERTIFICATE OF DEATH /fI1II"' . -, .... Cumberland East Pennsboro '" J. Female 'S...t:....l_lI SOC'Al.SECU.II'TYNU...eE.II ,. 201 _ 18 - 6088 NAMEOfDEClDEHTlf'''_.c,''1I L 8LANCHE ANGELOFF 'IGE'.l....~ IJtlQEAIYEM UNDEI'I.'OA' 80 ",.-- o.y. tiDuroI!_ . COUNTYOf'OEJO't1 P\.IlCtOFDER"fC"<<"......._..-...'n""-",,,,,.......""'_ - . ""-'9' l~ u ,. k FACIUT"rNItME(>I""'_~"""'''''''''_' 8IRt-..ai .c"," """ "-""-~'" Stee1ton, PA . k. Of:ClDENT'S USUAl OCCUI'IVION 1~~~~,,=':::.1:'j 11 Custodian .wF A State Governm OECEDENT'SUM)NGAODM:SSjSll... ~.s...Z1IIlCCdlll EDlNT'S . West Shore Health & Rehab. ~~ Center 770 Poplar Chur .;:::::- -.. OEGlOENT' lOUCRIOH IIAI'lllAI.SWU$.......... --~, "- -- \'4010'!.>\ I.. Never Married IS. 17c..e9~_~iI' enns oro - .. '- (lI.llI 8 ,~- J~A .. - -.. ~nMR:F.Rr.ANn --..1 11...o=-"':::'~ot MOTHE".SNAMfi,F.,.._._s.......... II. Nellie Boris Elkins Angeloff _ON.IAHrsMllUGAOCflESSISlt.-.~s....lopCllllllO _ 2231 Kensington St.. Harrisburg. P A 17104 PlACf:OFOISP05ITJ'JH._"'~.Cr-*Y ~,~""r.~ ...OIIwPlK<o Stee.Lton PA 1/113 JI ~aldwin Cemetery 111I. (Swatara Twp.) N/oIIIE.-ND.llOOAIESS~FACIlIT"r ACKLER-WIEDEMAN - ,. ,~ ""'Va'Slf "'I; ng:.to'"ff 'L WOAMNfT"SIWoIE(TrPI'f"n! Kiro Angeloff """""..""""""'" O ......a~o~_a...o ~ l>>eI~ ~ S1GHRVflllE}lf'F~ A 2002 UCfNSEl\IUloIH.II FH.23cl:l & DeI:1:y Sts.~PAl ()J ......... (MQo1I\o.,._1 _. 'Hfo5CIISIcN;FEllIAlDTOloIEOICAl.f:XAIoIlIlf:R/lXlfIIClHEfI1 ~O .,Q- ... D.Ml'IfI: E_.,.._"'IW......~__u._Po__llM_.,,"P"II, l.O/Ilf__......__ ...._Mory'...~,.....,.."'-,...... ... .- '--- :----- , I -. CJlll.......-~~.._W; _-..............-.....__..PNnI. Ih'D_ C81.tN__ Srn,D Dl.ElOjOAASllCONSEOUENClQFl: \: DUElDjOfIASIICONSEOVfNC:li:QFl: DUE lOfOA AS II CONSEOUENCE 0F'l' WERE IIlIlOPsY l'IPC>><<lS MN*lEI'IOF 0EAt1ol -.-.""""'" """""""'..""" "'''''"'' - - DAfEOF'INJIJRY t_.()ay._l llMEOFlNJUFIY !kIUflYAlWOAM:? llESCIlIBEltOWlHJUfIYQC:CUfIflED _0 .. a-- ..... G- _f. 0 0 -.~ 0 0 ODookI.......-......." 0 - - - CRrr....'~_...... .CUJfF'tlNQlI'K'fSICl.....fI'''_'''''~_d.".,.__"........._~_....,comQlellOd'''"''231 ---"'''''--..........----..-........1--...-. . ... I'l.ACl!OJF...URY.AC_._.-.,--..,..-c. ~-,~ _. .. "IIEQCAl EXA-.::RICOAOHER OftllM~.of.._...tlonandforinvUI............"')'''9'n-..'".II.occ...r....II''''_.d.I''.M>dpl..,..M>ddu.lot'''''.....(.1..... _.'lIIled.. ". FlEGI$TAAR'$ SlClN.....UAE N/OI<IUWUEf! Llc.7.~..::I; " LlCEHSENUIoIeE" ORESlGHED~o.,._' o 3.e 7 -c.... 3111I. C-.... 1.-7 -(11..- IWIE AHO!\OOAIESS OF "JASON WHOCOW'LfllDCAIJ.SlE OF DER" 1~_l7\rW-"'~ "". tflo#r.,./IrtL.~,...~;, 1>-0. o 11'i. p.,......... ............. IJP n. C. "11""- ~A . o.uEFII..ED,_o.y_. ",,,a It! .lClNO.lOOCI!MII'YINOI'tfYSICIoUlI"'-'_"'",........."'9........_~IO~......"'.....1\ "'...._IIII""............CIH&l'I_....._._._JAc...nd___cauM{.,_............._ ~. ,,'--.3 (! ~?-> 'RE.,ISTER OF WILLS OF I!f' M(l'''''~TY OATH OF SUBSCRIBING ~NESS .,,/ / codiCil (each) a subscribing witness to the will p;e'Sented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat , sign the same and that '-. signed as a witness at the " request of testat in P' presence and (in the presence'<>~~ach other) (in the presence of the other subscribing wit~.l'Ssies)), ".- . Sworn to or affirmed and subscribed before me this day of 19_ , Register ~",~ (Name) "'~ "" (Address) (Name) (Address) -,,'. ? REGISTER OF WILLS OF Ut//l1ggI2.L/?II/P COUNTY OATH OF NON-SUBSCRIBING WITNESS 21-02-947 4-, ItrTP-ltX D'c;"'u/iJ"!<-' a-.I2- 'l3/tE/tIPA- s. d2-Ot.Je~ (each) a subscriber hereto, (each) being duly qualified according to law. depose(s) and say(s) that ~ tvz..e- familiar with the signature of 1.!:>L,JrI/A::li"l!: A/lJt;t3tt9rP, codicil testat t9e. of (one of the subscribing witnesses to) the @!) presented herewith and ~Elifil that (? ~ believes the signature on the will is in the handwriting of knowledge and belt/? . . ~ h/l. . Sworn to or affirmed and subscribed before ~ h' 7th d f me t IS ,_ ay 0 ~ OCOTBER 2002 ~~ \ ~r-o. ~ ~ I..d- cC~ ';U -f"^~~~"n 1$ f...A7vc. tf e to the best of -the, >- ,4Il) trE Lo'f'o/"" 3/t?5 ~~/J~'ItJ!Y C~/)J/, f.lf~L-. PA-. i 7,tJ/ ( If) ~L ~L-](A,r~ I~ (Name) r tJLI? U/1L...~Ok/ /1(14- Kt> m'g&l:/lI/I{Cd~dress) ~ 17e>>O t)P-??~ FA ---- . '1 '-, ~ <~ LAST WILL OF BLANCHE ANGELOFF 21-02-947 I, BLANCHE ANGELOFF, single woman, who now live at No. 2231 ' Kensington Street, Harrisburg, Dauphin County, Pennsylvania, hereby declare this to be my last Will and revoke all prior Wills and Codicils made by me. 1. I devise and bequeath my entire estate, of whatever nature and wheresoever situate, to THE COMMONWEALTH NATIONAL BANK, having offices in Harrisburg, Pennsylvania, as TRUSTEE, to be added to the trust established under the Last Will of my late father, Vasil Angeloff, for the following purposes: (a). To sell or rent the property No. 2231 Kensington Street, Harrisburg, Pennsylvania, if it is no longer practical for my brother, KERO ANGELOFF, to live there. (b). To pay as much of the principal and income from said trust as my Trustee may from time to time think advisable for the support of my brother, KERO ANGELOFF, to maintain him in the situation in life to which he is accustomed, after taking into consideration his other readily available assets and sources of income, or during illness or emergency, to be applied directly for his benefit by my Trustee. (c). At the death of my brother, KERO ANGELOFF, to pay any amount due on his funeral expenses and to divide the balance of said trust among the issue of my late father, Vasil Angeloff then living per stirpes. (1). 2. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid' from my residuary estate as a part of the expense of the administration of my estate. 3. All interests hereunder, whether principal, income or remainder, while undistributed and in, the possession of any fiduciary named herein, and even though vested or distributable, shall not be subject to attachment, execution or sequestration for any debt; contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. 4. My personal representative, Trustee, and their successors, shall have the following powers in addition to those vested in them by law and by other provisions of my Will, applicable to all property, including . property held for minors, whether principal or income, exercisable (, c. .,.:~ without court approval, and effective until actual distribution of all property: 0. . (a). To retain any or all of the assets of my estate, real or personal, without regard to any principle of diversification or risk. ~ ..~ , '~ (b). To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversifi- cation or risk. (c). To repair, alter, improve, mortgage or lease for any period of time any real or personal property and to give options for leases. (d). To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. (2). (e). To exercise any law-given option to treat administrative expenses either as income tax or as estate tax deductions, without regard to whether the expenses were paid from principal or income, and without requiring reimbursement. (f). To compromise any claim or controversy without the necessity of Court approval. {g}. To make distribution in cash or in kind or partly in each. 5. I appoint THE COMMONWEALTH NATIONAL BANK, having offices in Harrisburg, Pennsylvania, Executor of this Will. No executor named herein shall be required to enter bond or furnish sureties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ) :- "'h~ay of April , 1975. rsl,,>< <ok O,O'i/ {SEAL} {3}. 03!~i !2 The preceding instrument, consisting of this and three other typewritten pages, each identified by the signature of the testatrix, was on the date thereof signed, published and declared by Blanche Angeloff, the testatrix therein named, as and for her last Will, 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. ~ ?ft~ i> .. YLt: (7/1 re s:1c A/'r . /~~ ~ \./ I~ tf,,7/4) J'''' ~m /i?L~~ ki~~~j Address: d/3 /, c1e<l~~ X/;I/l/k<J--t~!!, ~ George W. McKee, Esq. 105 North Front Street Harrisburg, Pennsylvania 17101 (4). 21-02-947 RENUNCIATION RE: BLANCHE ANGELOFF, DECEASED The undersigned, the surviving brother or sister of Blanche Angeloff, Deceased, hereby renounces any and all right I have to serve as Administrator of the estate of Blanche Angeloff, and agree to the appointment of Brenda S. Vazquez, as Administrator of the said estate. Blanche Angeloff had no surviving children nor parents. WIlNESS my hand this /f//1 day of t/Uv6~~ ,2002. Signed in the presence of: Nkd(?!J~ /Witness ~~~~ Register of Wills of Dauphin County, Pennsylvania RENUNCIATION INRE: ESTATE OF BLANCHE ANGELOFF, DECEASED No.2 1 - 0 2 - 9 4 7 The undersigned, a duly authorized individual on behalf of Commonwealth National Bank (n/k/a Mellon Bank, N.A.), named as Executor in Paragraph 5 of the Decedent's Last Will and Testament dated April 22, 1975, hereby renounces its right to administer said Estate and respectfully requests that authority to administer this Estate be granted to such individual or entity as may be able, willing and qualified to serve. Witness my hand this 24th day of June, 2002. ATTEST: MELLON BANK, N.A. (f/k/a Commonwealth National Bank) ~\5k1L~ Tlf\~bMAS R. MOO~__ f\SSISTANTVICE UCNI' SWORN TO AND SUBSCRIBED Before me this d 4~~ day of -::r (//{c ,2002. BY: Title: ~~ SCu rT S. SMAll VICE PRESIDENT ~~ Notary Public 21-02-947 RENUNCIATION RE: BLANCHE ANGELOFF, DECEASED The undersigned, the surviving brother or sister of Blanche Angeloff, Deceased, hereby renounces any and all right I have to serve as Administrator of the estate of Blanche Angeloff, and agree to the appointment of Brenda S. Vazquez, as Administrator of the said estate. Blanche Angeloffhad no surviving children nor parents. WITNESS my hand this .:; Sffi. day of JV.., e... ,2002. Signed in the presence of: IrI~.- ~ r/CI. "'z,z: LL"'"- Witness /Y~'M~4L Dimko Angeloff 21-02-947 RENUNCIATION RE: BLANCHE ANGELOFF, DECEASED The undersigned, the surviving brother or sister of Blanche Angeloff, Deceased, hereby renounces any and all right I have to serve as Administrator or Executor of the estate of Blanche Angeloff, and agree to the appointment of Brenda S. Vazquez, as Administrator or Executor of the said estate. Blanche Angeloff had no surviving children nor parents. WITNESS my hand this / Sf' day of (f)~1:j)b~ ,2002. Signed in the presence of: ~MM~ I:J ~ \Vitn s Y-<<Uk-R' 8Z-::y!j Vessie Ortenzio IN THE COURT OF COMMON PLEAS OF DAUPHIN COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION INRE: TRUST UNDER WILL OF BLANCHE ANGELOFF, DECEASED. NO. 21-02-947 DECLINATION OF APPOINTMENT AS TESTAMENTARY TRUSTEE TO THE HONORABLE JUDGES OF THE ORPHANS' COURT OF DAUPHIN COUNTY, PENNSYLVANIA: The undersigned, a duly authorized individual on behalf of Mellon Bank, N.A (formerly known as Commonwealth National Bank), named as Testamentary Trustee over that certain trust established under Paragraph I of the Decedent's Last Will and Testament dated April 22, 1975, hereby declines its right to administer said Trust in favor of whomever this Honorable Court deems qualified and appropriate. Witness my hand this 24th day of June, 2002. ATTEST: MELLON BANK, N.A. (f/k/a Commonwealth National Bank) Title: leaeRS . THOMAS R. at PiIioi!!lM--- ASSISTANTVIOE rm:gIUCNI' By:~/~i~ Title: SCorr s. SMAl4.. VICE PREsrni=ll' SWORN TO AND S~SCRIBED Before me this".1-sr'" day of ;:1"1.1/1.16 ,2002. O~d~ Notary Public My Commission expires: NOTARIAL SEAL DENISE HINKEL, Notary Public CIty of PhHadelphia, Phila. County My Commission ~E'.!:es J an. 26, 2004 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: File No.: ANGELOFF, BLANCHE 5/27/02 2002-00947 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: State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 12/31/04. 3. If the answer to No. 1 is Yes, state the following: ao Yes No _ Did the personal representative file a final account with the Court? 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? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 6/16/04 ',//S~'gnature G. Patrick O'Connor, Esq. Name (Please type or print) 3105 Old Gettysburg Rd. Camp Hill, PA 17011 Address 717-737-7760 Tel. No. Capacity: ~ Personal Representative X Counsel for Personal Representative REV-1500EXI6-0O'i COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 N.fl...~.1) REV-1500 w "' ::w;::$cn u"'l< wo.U ,,00 u"'.... 0." 0. " 0-- FILE NUMBER 2 1 - 0 2 INHERITANCE TAX RETURN RESIDENT DECEDENT COUNTY CODE YEAR NUMBER o 0 9 4 7 I- Z W o W U W o DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ANGELOFF, BLANCHE SOCIAL SECURITY NUMBER 201 18 - 6088 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER OS/27/2002 04/12/1936 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) rn 1. Original Return C 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy 01 Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (dale 01 death after 12.12.82) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (dale 01 death between 12-31-91 and 1.1.95) D 3. Remainder Return (date of death priorto 12.13.82) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) "' Z W o Z o 0. <Il W '" '" o u NAME G. PATRICK O'CONNOR, ESQ. COMPLETE MAILING ADDRESS FIRM NAME (II Applicable) 3105 GETTYSBURG ROAD CAMP HILL, PA 17011 TELEPHONE NUMBER 717-737-7760 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) -0- (2) -0- (3) 0 ; . (4) -0- (5) 17,128.33 (. (6) -0- (7) -O- il J:"'. (8) 17,128.33 (9) A 481 43 (10) 10,671.51 z o < ....I ::::l l- ii: <( u W D:: 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11 Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (ScheduleJ) (11) 1'l,1,)/.'l3 (12) ( 2,024.60) (13) -0- (14) 2,024.60) -0- x.O_ (15) x.O_ (16) -O- x .12 (17) -O- x .15 (18) -0- (19) -0- 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES z o ~ I-' ::::l D.. == o u ~ 15. Amount of Line 14laxable 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 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUNO OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS WEST SHORE HEALTH & REHABILITATION CENTER 770 POPLAR CHURCH ROAD CITY CAMP HILL I STATE I ZIP l70n PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credils/Payments A. Spousal Poverty Credil B. Prior Payments C. Discount (1) -0- Total Credits (A+ B +C) (2) -0- 3. InleresVPenally if applicable D.lnleresl E. Penally TotallnleresVPenally ( D + E ) (3) -0- 4. If Line 2 is grealer Ihan Line 1 + Line 3, enler Ihe difference. This is the OVERPAYMENT. Check box on Pagel Line 20 to request a refund (4) -O- S. If Line 1 + Line 31s grealer than Line 2, enler Ihe difference. This is Ihe TAX DUE. (5) -0- A. Enter the interest on the tax due. (SA) B. Enter Ihe total of Line 5 + SA. This is Ihe BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT -0- -0- PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; .......................... ................ ...... 0 b. relain Ihe right to designate who shall use Ihe property Iransferred or ils income; .... 0 c. retain a reversionary interest; or........................ ....................... ................................. ................. D d. receive the promise for life of either payments, benefits or care? ............... .......................... ........................... 0 2. If death occurred after December 12, 1982, did decedent Iransfer property wilhin one year of dealh without receiving adequate consideration? ............. ............................ .............. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .. .......... D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................. ................................. ............................ No [ji] [ji] [ji] [ji] Q9 [i] ...........0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. [J<] SIGNAT FILING RETURN Under penalties of perjury, I declare that I have examined this retum, 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 AD R SS DATE,. / ;..../(1/0) DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS 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 3% [72 P.S. 99116 (a) (1.1) (i)]. For dales of dealh on or after January 1, 1995, Ihe lax rate imposed on Ihe net value of Iransfers 10 or for Ihe use of Ihe surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemot 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 dales 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 slepparenl of Ihe child is 0% [72 P.S. 99116(a)(I.2)]. The tax rate imposed on Ihe net value of transfers 10 or for the use oflhe decedent's lineal beneficiaries is 4.5%, except as noled in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rale imposed on Ihe net value of transfers 10 or for Ihe use of Ihe decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Seclion 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. "'.,..".,,.". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF ANGELOFF, BLANCHE FILE NUMBER 21-02-00947 Include the proceeds of litigation and the date the proceeds were received by the eslate. All property jointly-owned with the right of lurvivorship mUlt be dilclo18d on Schedule F. ITEM NUMBER 1. DESCRIPTION CHECKING ACCOUNT NO. 990214218 AT ALLFIRST BANK VALUE AT DATE OF DEATH $ 17,128.33 TOTAL (Also enter on line 5, Recapitulation) $ 17,128.33 (If more space is needed, insert additional sheets of the same size) REV.1511 EX+ (12-99) . '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF ANGELOFF, BLANCHE Debts of decedent must be reported on Schedule I. FILE NUMBER 21-02-00947 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. FACKLER - WIEDEMAN FUNERAL HOME 2,803.66 BRENDA VAZQUEZ - FLOWERS & FOOD 465.77 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) BRENDA S. VAZQUEZ Social Security Number(s)/EIN Number of Personal Representative(s) Street Address OLD WILLOW MILL ROAD City MECHANICSBURG State ~ Zip Year(s) Commission Paid: 2004 750.00 2. Attorney Fees JOHN A. ROE, ESQ. 975.00 G. PATRICK 0' CONNOR, ESQ. 3,375.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _Zip Relationship of Claimant to Decedent 4. Probate Fees RECORDER OF DEED (ADVANCED BY G. PATRICK O'CONNOR) 112.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 8,481.43 (If more space IS needed, Insert additIOnal sheets of the same size) ""."""'.,,.,,'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF ANGELOFF, BLANCHE FILE NUMBER 21-02-00947 Include un reimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT $ 10,671.51 1. BENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE ($212,131.90 Owed, $10,671.51 Paid) TOTAL (Also enter on line 10, Recapitulation) $ 10,671. 51 (If more space's needed, Insert additional sheels of Ihe same size) REV"""".""". COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF ANGELOFF, BLANCHE NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outnght spousal distnbutions) 1. Due to insolvency of estate, no persons received property from the estate. (The decedent's will provided for assets to be provided to the trust of decedent's father, vasil Angeloff.) FILE NUMBER 21-02-00947 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLIE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLIE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART IT. 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) . " ~ LAST WILL OF BLANCHE ANGELOFF I, BLANCHE ANGELOFF, sIngle woman, who now live at No. 2231 . Kensington Street, Harrisburg, Dauphin County, Pennsylvania, hereby declare this to be my last Will and revoke all prior Wills and Codicils made by me. 1. I devise and bequeath my entire estate, of whatever nature and wheresoever situate, to THE COMMONWEALTH NATIONAL BANK, having offices in Harrisburg, Pennsylvania, as TRUSTEE, to be added to the trust established under the Last Will of my late father, Vasil Angeloff, for the following purposes: (a). To sell or rent the property No. 2231 Kensington Street, Harrisburg. Pennsylvania, if it is no longer practical for my brother, KERO ANGELOFF, to live there. (b). To pay as much of the principal and income from said trust as my Trustee may from time to time think advisable for the support of my brother, KERO ANGELOFF, to maintain him in the situation in life to which he is accustomed, after taking into consideration his other readily available assets and sources of income, or during illness or emergency, to be applied directly for his benefit by my Trustee. (c). At the death of my brother, KERO ANGELOFF, to pay any amount due on his funeral expenses and to divide the balance of said trust among the issue of my late father, Vasil Angeloff then living per stirpes. ~ I I , ) --N: ~ 2. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid- from my residuary estate as a part of the expense of the administration of my estate. 3. All interests hereunder.. whether principal, income or II. remainder, while undistributed and in. the possession of any fiduciary named herein, and even though vested or distributable, shall not be subject to attachment, execution or sequestration for any debt: contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. 4. My personal representative, Trustee, and their successors, shall have the following powers in addition to those vested in them by law and by other provisions of my Will, applicable to all property, including property held for minors, whether principal or income, exercisable without court approval, and effective until actual distribution of all property: (a). To retain any or all of the assets of my estate, real or personal, without regard to any principle of diversification or risk. (b). To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversifi- cation or risk. (c). To repair, alter, improve, mortgage or lease for any period of time any real or personal property and to give options for leases. (d). To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. (2). J I ~ 1- (e). To exercise any law-given option to treat administrative expenses either as income tax or as estate tax deductions, without regard to whether the expenses were paid from principal or income, and without requiring reimbursement. (fl. To compromise any claim or controversy without the necessity of Court approval. (g). To make distribution in cash or in kind or partly in each. 5. I appoint THE COMMONWEALTH NATIONAL BANK, ~ having offices in Harrisburg, Pennsylvania, Executor of this Will. No executor named herein shall be required to enter bond or furnish sureties in any jurisdiction. A I IN WITNESS WHEREOF, I have hereunto set my hand and seal this 2 2 ""~ay of April , 1975. Hi ~ tBi. 1 '1/ 1<x{ ~ C (!(jD ... / (SEAL) I J r / (~) m_.._"'~"'. __.__,_.._____'_'_'_ The preceding instrument, consisting of this and three other typewritten pages, each identified by the signature of the testatrix, was on the date thereof signed, published and declared by Blanche Angeloff, the testat rix therein named, as and for her last Will, 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. , I ~/~~~ (Y re siC ,y t:i ~ 1 /~'i{l ~. " ~ .;)1J /r?~;'-<t~ Jfi'-u~~..J Address: ;)/3 7 &&~~ NP~":~?' ~ \ George W. McKee, Esq. 105 North Front Street Harrisburg, Pennsylvania 17101 (4). BUREAU OF INDIVIOUAGTAvE1C= ,~' INtERITANCE TAX DIVISION ,-~,~ ,~--~--j PO BDX 280601 . -. ~-, HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE A ~ NOTICE OF INHERITANCE TAX \ ;i-APPRAISEHENT, ALLOIIANCE OR OISALLOIIANCE - ' OF DEDUCTIONS AND ASSESSHENT OF TAll ",O""'Ylh r-/' ".42 LuU~ 11M v <- DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-09-2005 ANGELOFF 05-27-2002 21 02-09"7 CUMBERLAND 101 CLERK OF ORPHAN'S CO IAT G PATRICtVl~lm,'lf: R~ 3105 GETTYSBURG RD CAMP HILL PA 7011 AlIOunt R_ltt.d *' REV-lS47 EX AFP (03-05) BLANCHE MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS ~ nV-"Mc"Yf.m.m~'.'1M .!II!'.!RI\W4MM.'IW.llWAlTftMMf~.'X'C[!nr4MM.~rr.............. ... DIS LLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ANGELOFF BLANCHE FILE NO. 21 02-09"7 ACN 101 DATE 05-09-2005 TAX RETURN liAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FU RE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN ASED ON: ORIGINAL RETURN 1. R..l Est.t. (Schedule A 2. Stocks and Bonds (Scllllcl Ie B) 3. Closely Held Stock/Pa~t ership Int.rest (Schedule C) 4. Mortgages/Notas Receiv 1. (Schedule DJ 5. Cash/Bank Deposits/Mlsc Personal Property (Schedule E) 6. Jointly Owned Property Schedule F) 7. Transfers (Schedule Q) 8. Total Assets (11 (2) (3) (4) (5) (6) (71 .00 .00 .00 .00 17.128.33 .00 .00 (B) APPROVED DEDUCTIONS AND E EMPTIONS: 9. F~r.l Expenses/Ada. C sts/Hisc. ExPBhses (Schedule H) 10. Dabts/Hortgage Liabilit as/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Ret rn 13. Charit.b1e/80vernm a1 Bequests; Non-elected 9113 Trusts 14. Net Value of Estate ubject to Tax 8,"81."3 (9) (10) 10.671.51 (11) (12) (13) (14) ISchedule J) (15) .00 X 00 = (16) .00 X 0"5 = (17) .00 X 12 = (lB) .00 X 15 = (19)= AMOUNT PAID . INTEREST/PEN PAID (-) DATE _BER ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your account, subIIit ttw upper portion of this form with your to P8Yllent. 17 ,128.33 lQ .1';? Q3 2,02".60- .00 2,02".60- .00 .00 .00 .00 . IF PAID AFTER DATE INDICATE , SEE REVERSE FOR CALCULATION OF ADDITIO L INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIr' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: File No.: ANGELOFF, BLANCHE 5/27/02 2002-00947 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: Yes X No 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. parties in interest? Did the personal representative state an account informally to the Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. L ./J Date: 6/3/05 l7fdif;t/tL. &~ft.~W-7~ .-signature G. Patrick O'Connor. Esq. Name (Please type or print) 3105 Old Gettysburg Rd. Camp Hill. PA 17011 Address 717-737-7760 Tel. No. Capacity: _ Personal Representative X Counsel for Personal Representative IN RE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF BLANCHE ANGELOFF, :ORPHANS' COURT DIVISION DECEASED No. 2002-00947 ~ ° 0 PETITION TO REOPEN ESTATE ~~~-- ~ ~cn~ ut TO THE HONORABLE, THE JUDGE OF SAID COURT: ~~p ~. COMES NOW, Brenda S. Vazquez, by and through her attorney, G Pat~l~' O'Connor, Esquire, files this Petition to Reopen Estate and in support avers that: 1. Your Petitioner, Brenda S. Vazquez, is an adult individual, sui juris, residing at 3617 N. Sixth Street, Harrisburg, PA 17110, and was Executor of the Estate of Blanche Angeloff, deceased. 2. A Notice as required by Rule 6.12 of the Orphans' Court Rules, indicating ss A Cli that administration of the estate completed, was filed with the Clerk of Orphans' Court on or about June 3, 2005. 3. Subsequent to the filing of said report, it became known to the Executor that Blanche Angeloff, the decedent, had a 50% ownership interest in real property located at 2231 Kensington Street, Harrisburg, Pennsylvania ("the real estate") 4. The remaining 50% ownership interest was held in the testamentary trust that stated that the real property be provided for the benefit of Kero Angeloff during his lifetime. 5. Kero Angeloff died in the Spring of 2010, allowing the testamentary trust to be dissolved and the real property to be sold. The testamentary trust has been ~1 c -> ~`~ zj ..,n ~:'Y ~~ F+~' " c..~ s dissolved and the trustee has deeded the trust's 50% ownership interest to the surviving beneficiaries of the trust. 6. The beneficiaries of the trust and the Executor of the Estate of Blanche Angeloff now desire to sell the real property. A buyer has been found who desires to purchase the real property without delay. 7. The executor of the Estate of Blanche Angeloff, Deceased, desires that the Estate be reopened so that she may join in the execution of the deed on behalf of the Estate. WHEREFORE, your Petitioner prays your Honorable Court that the Estate of Blanche Angeloff, deceased, be reopened. Respectfully submitted, Date: December 15, 2010 G. Patrick O'Connor, Esquire LD. 64720 3105 Old Gettysburg Rd. Camp Hill, PA 17011 Attorney for Petitioner DEC 1 ~ 2010 ~ ~~ IN THE COURT OF COMMON PLEAS OF :CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF BLANCHE ANGELOFF, :ORPHANS COURT DIVISION DECEASED No. 2002-00947 ORDER AND NOW, to wit, in consideration of the Petition to Reopen the Estate of Blanche Angeloff, deceased, it is Ordered that the Estate of Blanche Angeloff, deceased, is thus Reopened. ~ ? 4 ~a N ~~ ~~ ~ ~~~ ~C7p cn ~~~ ~ ~j --~ N W CJD ~., ~-- ~., , ;, .4.. .i <:~.-..~ }__. ~; t -•~ C~~ ~'n ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: BLANCHE ANGELOFF, DECEASED CUMBERLAND COUNTY PENNSYLVANIA NO.21-02-0947 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 12/16/10 JUDGE'S INITIALS: TIME STAMP DATE: IN RE: ORDER SERVICE TO: G PATRICK O'CONNOR METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 12/17/10 SERVICE TO: ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT c ~LlC~J~//'V Deputy Clerk of Orphans' Court