HomeMy WebLinkAbout09-13-101505607121
REV-1500 Ex (~5) C?FFIGiAL U5E ~"yl'
PA Department of Revenue CountyCode Year ' Frle Number
Buraau °~ ~"~ia1 Taxes INHERITANCE TAX RETURN
PO BOX 280601 2 1 Q q 1 1 6 8
flaniaburg PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Sodat Security Number Date of Death Date of Birth
1 9 5 1 0 9 9 1 3 1 2 1 3 2 0 0 9 0 3 2 4 1 9 1 0'
Decedent's last Name Suffix Decedenrt's First Name MI
B E R U L I S N E L L M
(If AppOcabis) Enbr Surviving Spouse's Infonnatlon Below
Spouse's Last Name Suffix Spouse's First Name ' MI
Spouse's Social Security Number '1~,.
THIS RETURN MUST BE FILED IN DUPLICATE ~'!,„ THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
a 1. Original Return ~ 2. Supplemental Return ~ 3. Rem ~,tetum (date of death
prior to 2-1I3-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal ~st~te Tax Return Required
death after 12-12-82)
® 8. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Nujnl~r of Safe Deposit Boxes
(Attach Copy of Wilq (Attach Copy of Trust)
9. Lifigatlon Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach O)
CORRESPONDENT - TINS SECTION IMUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX SHOULD BE DIRECTED T0:
Name Daytime Telepl~o Nrxnber
D A V I D H R A D C L I F F E S Q 7 1 7 ',2 ~~ 3 6 9~ 1 b
Firm Name (If Applicable) '
RE61 S U80
rONLY
R A D C L I F F L A W O F F I C E P C
First line of address ~ a.
1 D 1 1 M U M M A
R
O A D x G4
-
~
Q ~
~ " Z ` .
Second Iine of address ~ -
S U I T E 2 0 1 ~ ~ ~~~
City or Post Office State ZIP Code D Fg.ED O `"
L E M O Y N E P A 1 7 0 4 3
vuucarnnnivnw ~nan awwaa. vnrv,v 1/~.IYG ~ VVrv1.trVrv1
lJnder penalties of peryray, I dadare that I have ' ed this return, including acoanpanying echedrlee and etatementh, and b the beat knowledge and be5ef,
it is true, correct and oanplela. Dedaratlon of other the d tative la based on aA intametion of which ahy krroeAedl;e.
SIGNATURE OF PERSON RESPONSIB FILING RN TE
- Zo~G
ADDRESS
459 HIGH STREET WALPOLE A 020b1
SIGNATURE OFPREPARER OTHE THAN REPRESENTATNE DATE
ADDRESS
1011 MUMMA RD STE 201 LEMOYNE A 17043
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505607121 150560177 21
i _~
1505607221
~-1 ~ ~ DeaederK's Sbasil Security Number
Decadence t~erne: N E L L M• B E R U L I S 1 9 5 1 0 9 9 1 3
RECAPITULATION
1. Real estate (Sd~edule A) ........................................ L •
2. Stocks and Bonds(Sctredule B) .................................. 2.
3. CloaeN Held Corporation, Partnership or Sole-ProprietorstrP (Sd~edule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D) ........................ 4.
5. Cash. Bank Deposits b MisoeNar>eous Personal Property (Schedule ~ ....... 5.
6. Jointly Owned Property (Schedule F) ^ Separate BilNng Requested ....... 8•
7. Irrter-~lnros Transfers & Miscellaneous N Probate Property
(Schedule G) ~ Separate Billing Requested ....... 7.
8. Trial Gross Asssls (total Lines 1-7) ........................... 8.
9. Funeral Expenses S Administrative Costs (Sd~chAe H) ................ 9.
10. Debts of Decedent, Morgege Liab'dities, a Liens (sdredule 1) ............10.
11. Tole! Dsduetlons (total Lines 9 ~ 10) ........................... 11.
12. Nst Valus of Estab (Line 8 minus Line 11) ......................... 12.
13. Charitable and Govt Bequests/Sec 9113 Tnr~s for which
an election to tax has not been made (Schedule J) .................. 13.
6 3' 4 1 5 5.6 3
4 5 3 7 1. 1 8
4' 4 1 7. 0 0
1 9 1 6 9. 7 6
7 0' X 1 1 3. 5 7
3' 7 2 7 7. 6 0
1' a 3 7 8. 7 9
4' 7 6 5 6. 3 9
6 5' S 4 5 7. 1 8
14. Nat Value Subj~t m Tavr (Line 12 minus Line 13) ..... 6 5' 5 4 5 ? . 1 8
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers urxbr Sec. 9118
(a)(1.z) x.o _ O. D 0 15. 0. 0 p
16. Amount of Line 14 taxable
at lineal rate X .0 _ 0. 0 0 16, 0. 0 0
17. Amourk of Line 14 taxable Q
O 0 ~ 0 {,
at sibling rate X .12 . 17. .
18. Amount of Line 14 taxable
6 5
5 4 5 7
1
8
9'
81
3
1
8
5
8
at coNateral rate x .t5 . 18, .
19. Tax Dus ........................ ................. ....... 19. 9' 8i 3 1 8 . 5 8
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505607221 1505607I2~1 J
~ r,
REV-1500 IX Pepe 3
Decedents Complete Address:
Fib I~genber
21 09 1168
oECEDENrs NAME
NELL M. BERULIS
STREETADDRESS
5225 WILSON LANE
CITY
MECHANICSBURG STATE
PA '' ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) { 98,318.58
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments 92,000.00
C. Discount 4.841.98
Total Credfts (A + B + C) (2) 96 841.96
3. Irrierest/Penally if applicable
D. tnlerest
E. Penalty
Total IrneresflPenaitf' (D + E) (3) 0.00
4. If Line 2 is gr~6er than Line 1 + one 3, enter the difference. This is the OYERPAYI~NT.
Fill in oval on Pape 2, llns 20 Ep ngwst a refund, (4) ~ 0.00
5. If Line 1 + Line 3 is greater than Una 2, enter the ditfererrce. This is the TAX DUE. (5) ~~ ~ 1,476.62
A. Enter the interest on the tax due. (5A)
B. Enter the btal of Line 5 + 5A. This is the BALANCE DUE (5B) ' 1,476.62
Make Check Payai~-e to: REGISTER OF WILt.~ AGENT
PLEASE ANSMIER THE FOLLOWING QUESTIONS BY PLACINGT AN "X" IN THE APP~tO~tATE BLOCKS
1. Did decedent maloa a barmier and: Y No
a. retain the use or income of the properly barrstened : ......................................................................
b. retain the right b designate who shah use the property Uarrsiened or Ns income; ...............................
c. retain a reversionary interest; or ................................................................................................'
d. receive the promise for life of eiUrer payrrrerrts, tienelits or care? .......................................................''
2. ff death ooaered after December 12,1982, did decedent bar>Sfer properly within one year of death
without receiving adequate oorrsideratlon? ....................................................
................................... a
3. Did decedent own an'in trust for" or payable upon death bank aocorurt or security at his or her death? ......... ~ Q
4. Did decedent own an Individual Retirement Account, annuity, orother rwn-probate property which
c~ntair~ a beneficiary designation? .................................................................................................. ~ ^
M THE AN'~ER TO ANY OF THE ABOVE QI1E3'TIOIIS IS YES. YW IItIST COMPLETE Sgl®ULE G AND FEE R ~~ 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 v~ue of transfers b or for the use o~ the surviving spouse
is tleee (~ peroeM (72 P.S. §9116 (a) (1.1) O].
For dates of death on or alter January 1.1995, the tax rate imposed on the net value d transfers b a for the use of the surviving spouse rs ~mro (O) peroerrt
[!2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer b a surviving spouse from tax, and the statutory requirements for disd~tre of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dabs of death on ar after July 1,21100: I'
The tax rate imposed on the net vakre of transfers from a deceased child twertly-0ne years of age or younger at death b or for the use df a parent, an
adopthie perrerrt, or a stepparent d the cMd is hero (0) peroerrt (l2 P.S. ~'116(ax1.2)). ~
The tax rate irrrposed an the rret vakre of barrofers b a for the use of the decederrYs Wreal beneftdaries is four and orra-half (4.5) pen~e~t, epaaept as noted in
72 P.S. X116(1.2) (72 P.S. §9'116(ax1)].
The tax rate xnpoeed on the net value of transfers b or for the use of the deoedeM's srblirrga is lweMe (12) peroerd [/2 P.S. ]~116(ax1.~i)]. ~ siblirrp ~ defined. under
Section 9102, ae an indrvidrst who has at least one parent in connron wMr the decedent, whetlrer by blood or adoptieon. i
REV-1503 EX + (6-98)
SCHEBW4E B
COMMONWEALTH OF PENNSYLVANIA STOCKS ~ BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
NELL M. BERULIS 21 09 116
Ag property jointlyotimed srMh right of survivorship must be dhiclosed on SchsduN F.
ITEM VALUE AT DATE
NUMBER DESCPoPTION OF DEATH
1. 32 SHARES PRUDENTIAL FINANCIAL (d~$48.765 1,560.48
2. 22 SH FAIRPOINT COMMUNICATIONS Q $.044375 0.98
3. 23.0756 SH DREYFUS STRAT MUNI BD (;cl~$7.692525 PLUS ACC'D INTEREST $1.04 178.55
4. 600 SH GENERAL ELECTRIC I~$15.92 9,552.00
5. 60 SH IDEARC INC (a~$.007850 0.47
6. 300 SH J P MORGAN CHASE & CO Q$41.1575 12,347.25
7. 400 SH JOHNSON AND JOHNSON x$65.035 26,210.00
WITH ACC'D DIVIDEND OF $196.00
8. 1000 SH MERRILL LYNCH PFD CAP @$21.625 21,625.00
9. 152 SH NEWS CORP CL A @$12.8025 1,945.98
10. 1000 SH HEALTH CARE SELECT SPDR x$31.425 31,425.00
11. 1200 SH VERIZON COMMUNICATIONS x$33.7225 40,467.00
12. 2 UNITS PA INS MCPL BD TR SR22M Q$111.09 PLUS ACC'D INTEREST OF $4.14 226.32
13. 7632.975 SH BLACKROCK GLOBAL DYNAMIC EQUITY FUND A x$11.23 85,718.31
14. 1332.732 SH JOHN HANCOCK REGIONAL BANK FD CL A x$13.53 18,031.86
15. 1823.077 SH BLACKROCK EUROFUND A @$13.03 23,754.69
16. 1876.137 SH BLACKROCK GLOBAL ALLOCATION FDA @$18.08 33,920.56
TOTAL (Also enter on line 2, Recapitulaf~on) ; 634.155.63
(if more space is needed, insert additional sheets of the same sae)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
NELL M. BERULIS 21 09 1168
Decedent's Name Page 1 File Number
Schedule B - Stocks S Bonds
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
17. 389.3640 SH BLACKROCK PACIFIC FUND A x$19.53 7,604.28
18. 2350.485 SH EATON VANCE TAX MGD GRWTH FDA @$21.46 50,441.41
19. 7939.993 SH BLACKROCK S8P500 INDEX FD A (a~$13.70 108,777.90
20. 2264.702 SH J HANCOCK FINANCIAL INDS FD CL A x$9.54 21,605.26
21. 5.886 SH BLACKROCK EUROFUND B (d~$10.60 62.39
22. 3195 SH LEGG MASON CLEARBRIDGE INV VALUE FD (a~$15.84 50,608.80
23. 911.669 SH FIDELITY SPARTAN 500 INDEX FD x$77.3 70,472.01
24. PRUDENTIAL FINANCIAL ACCOUNT #066844A01 17,619.13
SUBTOTAL SCHEDULE B 327,191.18
GRAND TOTAL SCHEDULE 8 I ; 634,155.63
REV-1508 EX + (8-98)
SCNEDIJLE E
COMMONWEALTH of PENNSYLVANIA CASH, BANK DEPOSITS, ~ MISC.
INHERRANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
NELL M. BERULIS 21 09 116$
Include the proceeds of litigation end Cte dace Cie proceeds were received by the esters.
Ail owned wNh of sunhorship must be discbsed on ScheduN F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC BANK ACCT #5000962536 15,241.40
2. ASBURY COMMUNITIES (REFUND) 4,511.40
3. ML BANK DEPOSIT PROGRAM 16,956.25
4. CMA MONEY FUND 4,545.00
5. REFUND - 2009 PA INCOME TAX 873.00
6. REFUND - 2009 FEDERAL INCOME TAX 1,858.00
7. DIVIDEND -PRUDENTIAL FINANCIAL 22.40
8. FIDELITY CASH RESERVE 349.77
9. FIDELITY MA MUNI MONEY MARKET 97.96
10. CIVIL SERVICE PENSION (DEC 1-13) 916.00
TOTAL (AL~o en~r on line 5, Recapitul~ion~ ~ f
(C more space is needed, insert eddfia-al sheets of Cie scone size)
REV-1509 EX t (8-98)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERRANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HELL M. BERULIS 21 09 116,8
ff en atat ras made joint wkhM ons year of the decedent': date of deatll, k mutt be roporbd on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. JOSEPH R WILKAS 459 HIGH STREET NEPHEW
WALPOLE. MA 02081
s
i
JOINTLY-OYYNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOe1T
TENANT DATE
MADE
JOINT DESCRIPTKNI OF PROPERTY
INCLU~ NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET 96 OF
DECDS
' INTEREST DATE OF DEATH
VALUE OF
DECEDENTS INTEREST
1. A. PNC BANK ACCT #5140004292 8,833.9 ' 50.
I
I
I 4,417.00
TOTAL (Also enter on line 6, Recaptuletion) I I I' i
4.417.00
(N more space is needed, insert additional sheets of the same sae)
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
SCHEDULE 6
INTER•VNOS TRANSFERS 8~
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
NELL M. BERULIS 21 09 118
This schedule moat be comple6ed and filed if the answer to eny of questions 1 through 4 on the reverse side of the REV-1500 C(~VEIR 3HEET is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
n~auoErrrEroof: oFrriE>w,r~na"rronawrrooEC~oErrturo
nrE wrE of rte. "rr"crr"caw of rHE °~° roR aFU Ear">E.
DATE OF DEATH
VALUE OF ASSET
%OF DECD'S'
INTEREST ',
E7QCLUSION
~ pF rrruc~7
TAXABLE
VALUE
1. CASH GIFT TO JOSEPH WILKUS (12/11/09) 10,000.00 100. ,000.00 7,000.00
2. CASH GIFT TO JOSEPH ZENKUS (12/11/09) 10,000.00 100. 3,000.00 7,000.00
3. CASH GIFT TO JAYNE RODGERS (12/11/09) 5,000.00 100. 3,000.00 2,000.00
4. CASH GIFT TO PEGGY GAIZAUSKAS (12/11/09) 5,000.00 100. ' 3,000.00 2,000.00
5. PRUDENTIAL INSURANCE ANNUITY#DOS411604 1,169.76 100. 0.00 1,169.76
6. PRUDENTIAL LIFE INS POLICY #029704620
(PAYABLE TO ESTATE - $4,739.46)
7. FEDERAL EMPLOYEES' GROUP LIFE INS BENEFIT
(PAYABLE TO ESTATE - $3,250.00)
TOTAL (Also enter on line 7 Recapitulation) I ~ 19 169 76
(If more space is needed, insert additional sheets of the same sae)
REV-1511 EX+(10-OB)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES 8i
INHERITANCE TAX RETURN ADMINISTRATNE COSTS
RE (DENT DE EDENT
ESTATE OF FILE NU~ER'
NELL M. BERULIS 21 09 118
Debts of dacedarrt t~ be nporlad on Schedule L
i I
ITEM
NUMBER DESCRIPTION ' AMOUNT
A. FUNERAL EXPENSES:
1. MALPEZZI FUNERAL HOME ', 10,697.27
JACOB DAVIS FUNERAL HOME (GRAVE MARKER ENGRAVING) ' 125.00
B. ADMINISTRATIVE COSTS:
1. Personal RepreserltaUve's Commissions
Name of Personal Represerrtatire (s)
Street Address
City Stalls Zip
Year(s) Commiesion Paid:
2. Atbmey Fees RADCLIFF LAW OFFICE, P.C.
3, Family t~rempfion: (If decedent's address not the same as claYnaM's, attach explanation)
Claimard '
Street Address '
Cihr Stets Zip
Relationship of Claimant to t)eoedertt
4. Probate Fees
24,500.00
519.50
5. Aooountant's Fees
6. Tax Retum Preparer's Fees SOLIDER TAX SERVICE 150.00
7. SHORT CERTIFICATES ', 8.00
8. LEGAL ADVERTISING -CUMBERLAND LAW JOURNAL I 75.00
9, LEGAL ADVERTISING -THE SENTINEL 123.82
10. CHECK PRINT FEE 17.99
11. FILING FEES -INVENTORY & PA INHERITANCE RETURN 30.00
12. ADDITIONAL PROBATE ' 50.00
13. FEDEX CHARGES j 41.02
14. EXECUTOR'S TRAVEL EXPENSE
i 940.00
TOTAL (A~o eater on Gne 9, Recapidila~Uon~ ; 37.277.60
(If more apeoe's needed, insert additional sheets of tire amne sine)
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
NELL M. BERULIS 21 09 11'8
,....._-_,___~.. , .r,,....__.~._~....,..,,..,rv.,~,..~.n.o,
REY 1573 EX + (9.00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERRANCE TAX RETURN
RESIDENT DECEDENT
__ _
ESTATE OF FILE NUMBE
NELL M. BERULIS 71 nsa 111Rfi.
RELATIONSHIP TO DECEDENlT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY Do Not Lbt Tnnbs~s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [ncNide ht distributions, and tranekrs under
S
9116
1
1
ec.
(a (
j
1. JOSEPH R WILKAS Collateral 261,982.87
459 HIGH STREET
WALPOLE, MA 02081
2. JOSEPH ZENKUS Collateral 261,982.87
1869 BARON COURT
YUBA CITY, CA 95991
3. JAYNE RODGERS Collateral 129,491.44
105 MT JOY ROAD
MIDDLETOWN, NY 10941
4. PEGGY GAIZAUSKAS Collateral 2,000.00
1140 ANDERSONTOWN ROAD
MECHANICSBURG, PA 17055-6010
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIA REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
L
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -ENTER TOTALNON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET :
!K ........ r _.a~.s_
~.....-.~ R ...... ... ....vw~, n.w~a w~wv~ngl AIW~p N tl17 OA~IC a1L0~
LAST WILL AND TESTAMENT
a~ D
~~,~ HELL /~. BERULIS
I, NELL /~. BERULIS, of Lower Allen Township, Clzmberland
County, Pennsylvania, being of sound and disposing mind, hereby
make, publish and declare this my Last Will and Testament, hereby
revoking and making void all prior Wi11s and other testamentary
writings at any time heretofore made by me.
FIRST: I direct my personal representative to ply my debts
not barred by the statute of limitations, expenses Qf my last
illness, funeral expenses, costs of administration, ~r~d claims
allowed in the administration of my estate from the principal of my
residuary estate as soon as conveniently can be done after my
demise.
SECOND: I give and bequeath all of my personal effects,
clothing, furniture, furnishings, jewelry, and other tangible
personal property, of every kind, in accordance with a letter to be
kept with this my Last Will and Testament. To the extent that such
letter fails to dispose of all personal property or if he letter
is not in existence at my death, then all such persona~,l'property
not disposed of by separate letter shall be added to m~ residuary
estate under Paragraph THIRD below.
~N V~ ~
TAIRD: I bequeath, devise, give and appoint all tk~e rest of
my property, of whatever nature and wherever situated, as follows:
(a) Orie thereof to HELEN A. BERULIS, a sifter of my
deceased husband, provided that she is living at the 'dime of my
death, and if she is not living at the time of my death, to my
beneficiaries as named in section (b) below in the propp~'tions set
out in that section. *~ ~~~~
•G'G,,,~e -'~~ t
(b) The other ~ thereof as follows: '
(i ) Forty ( 40 } percent thereof to my sistd,r- in-law,
HELEN WILKAS, and if she is not living at the ,t~.me of my
death, to her son JOSEPH R. WILKAS, and if -he is not ,living at
the time of my death, per stirpes to his issue w~hol are then
living. ',
(ii) Forty (40) percent thereof to my sister, ANNE
M. ZENKUS, and if she is not living at the time o~ may death,
to JOSEPH ZENKUS, the son of my sister, Anne, .and 'u.f Joseph
Zenkus is not then living, this share shall be distr~,ibuted as
follows: sixty (60) percent thereof to Joseph's son, Eric
Zenkus, and forty (40) percent thereof to Joseph's daughter,
Deborah Zenkus, and if either Eric or Deborah is dolt living,
his or her share , shall go per stirpes to his or hey ',issue, or
if he or she has no issue, his or her share shall go to the
other of the two of them, or to his or her issue if 'fie or she
is not then living.
,,
(iii) Tweh~y~ (20) percent thereof to my s~.ster-in-
law JEAN KASHINSKAS ~ and if she is not living at the time of
my death, then to her daughter, JAYNE RODGERS. 'If JAYNE
RODGERS is not living at the time of my death, then. the twenty
(20~) percent of the residue is to be distribulted, per
stirpes, to her issue who are then living.
FOURTH: Should there by any property of whatsoev~exj kind and
wheresoever situate which I have the right to dispose'cpf at the
time of my death, including but not limited to any s~ecial or
general power of appointment or both, I hereby appoint 'the same to
my beneficiaries set forth in Paragraph Third above.
FIFTH: I direct that the Anti-la se roWi~sions of
P P
Pennsylvania law (20 Pa.C.S. § 2514(9)) shall not a~p~y to any
specific or general bequest under this my Last Will anid',Testament
and that only the survival and alternate dispositian~, to the
extent provided for herein, shall govern.
SIXTH: T nominate, constitute and appoint JOSEPH ~TILKAS, as
Executor of this my Last Will and Testament, and direct that he
shall serve without Bond. In the event that JOSEPIfI~WILKAS is
unable or unwilling to serve as Executor, I nominate,, constitute
and appoint JOSEPH ZENKAS as Alternate Executor of th's my Last
Will and Testament and further direct that he shall sir a without
Bond. '~
Said personal representative shall have the power to discharge all
the debts, liens and encumbrances upon my estate, as well as any
taxes thereon, to pay for the cost of the final dispo~i~ion of my
remains and final illness, if any, to receive arty', and all
commissions and other compensation for services renc~e~ked by me
during my lifetime and to perform any and all fiduc~.ajry duties
authorized by statute. Further, I direct m~- personal
representative to preserve my estate and instructions peri~aining to
the distribution of the same from any attachment or antlicipation
while in the hands of my said personal representative, it, being my
express intent that all legacies shall be free from any' alttachment
or anticipation while in the hands of the personal rep~rei,sentative
for my estate.
IN WITNESS WHEREOF, I have to this my Last Will and', Testament,
typewritten on four (4) pages of paper, set my hand and seal at the
end thereof this 7 day of s, ~c 1997.
a-T--
NELL BERULIS
' ~ ~.. ~,E.4=.
i
4
SIGNED, SEALED, PUBLISHED
and DECLARED by the ablove-named
Testatrix, NELL ~ BERULIS, as and for her Last Will and Testament
~,~!(`~~
in the presence~'o use who, at her request, in her presence and in
the presence of each other, all being present at the Blame time,
have hereunto set our hands as witnesses.
COMMONWEALTH OF PENNSYLVANIA
J : SS
COUNTY OF ~~b~~'Il~~~tC'~C .
`~-- r~G .
I, NELL ~ BERULIS, Testatrix, whose name is signeed to the
attached or foregoing instrument, having been duly qualli~fied
according to law do hereby acknowledge that I signed and'',executed
the instrument as my Last Will and Testament; that I sji~ned it
willingly; and that I signed it as my free and voluntary act for
purposes therein expressed.
=-~-_
NEL I BERULIS
1n,
Sworn and subscribed to before me by NELL ~ BERU'LIS, the
Testatrix, this ~ day of ~;.,, 1997.
:'- ,"
1`
(SEAL) ,~.GC~ ~.~~+~.,~.
Notarial Seal' i
Jill M. Dowling, Nota~P~blic
Susquehanna Twp., Oau hi County
My Commission Expires J n i3, 1998
5
i_~
CONII~IONWEALTH OF PENNSYLVANIA
~ j~ ss
COUNTY OF u'~`I ~- .
We , ~i~%~ ~ .~ /Y r ,~i~ ~ cH i !~ t~ ~;,,, ~~ fi~~~
E L • L?
1 '1 b?~ ,
the witnesses whose names are signed ,
1.
to the attached o~c regoing
instrument, being duly qualified according to law, do'depose and
1~~- ',Q
say that we present and saw NELL ~. BERULIS, Testatri~,,sign and
execute the instrument as her Last Will and Testament; that NELL 1.~~;
BERULIS signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed; that each of us
in the hearing and sight of the Testatrix signed the Wi11 as
witnesses, and that to the best of our knowledge the Te$tlatrix was
at the time 18 or more years of age, of sound mind and vender no
constraint or undue influence.
Sworn to and subscribed before me
this ~ day of ~. -L. ~ 1997.
Public (SEAL)
Notarial Seal
Jill M. Dowling, Notary Public
Susquehanna Twp., Dauphin County
My Commission Expges June 8,1998
Member. Pennsy!vani~ Association of Notaries
6
To my Executor Joseph Wilkas:
LIST OF ITEMS FOR DISTRIBUTION
To Jayne Rodgers:
To Sandy Wilkes:
To Rita Zenkus:
To Helen Berulis:
To Sandy Nenninger of Plano, Texas:
- framed tapestry approx. 36" x 54" ~~
Dated : `t ~~ ~~
I
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.Qh..w
Nell Berulis