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HomeMy WebLinkAbout06-03-121505611185 '~ REV-1500 EX (a2-11)(FI) OFFICIAL USE ONLY PA DepanmentURevenue County Code Veer File Number Bureau of individual Texas INHERITANCE TAX RETURN 21 12 D316 PO BOX 280601 Hartisburg, PA 7 7 7 28-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 03032012 05251915 Decedent's Lasl Name Suffix Decedent's First Name M I MALESIC MARY E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M I Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW 1. ® Original Return ^ 2. Supplemental Retum ^ 3. Remainder Return (Date of Death Prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required death after 12-12-82) © 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ~ 8. Tofal Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) ^ ^ 9. Litigation Proceeds Received ^ 1 D' getweenP 2-31Y91rand 1D1,g5 Death 11 ~ (Attach Schedule O) r Sec. 9113(A) CORRESPONDENT - THIS SECTION M UST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INfLBftMATION SH~ BE DIRECTED TO: m Daylim ~ lephone Nulp~Cr Name rn ~-10~ ~ ~ 717 JOHN R• ZONARICH, ESQ• ~ T n n to '_ i~1lEr~L r€+'r of waLS usrl Z T T7 ,z t O ~ ~'' ::~ c7 C7 n ~ ~.., O r,7 First Line of Address ~ ~ Q ~ ~ - 17 S • 2ND STREET ]'' ~~ ~ ' ''' -o -I ~,- r-rt Second Line of Address ~ ~~ C:7 'rl SIXTH FLOOR City or Post Office PATE FILED State ZIP Cotle HARRISBURG PA 17101 correapondentse-malladeresa: JRZaSKARLATOSZONARICH•COM Under penalties of perjury, I declare that I have examinetl Mis slum, inGutling accompanying schedules and statements, and to the best of my knovAetlge end belief, it is true, c-'f/ect arJd completypeclajetion of preparer other than the personal representative is based on all information of which preparer has any knoMedge. MATTHEW A• MALESIC 1f~-]r4~tHIMNEY H~E RO 17 1~ 6TH FLOOR 1505611185 RESTON, VA 2D19D-4301 JOHN R• ZONARICH ~/- /9- HARRISBURG, PA 17101 )RIGINAL FORM ONLY Side 7 1505611185 OM464] 3.000 J 1505611285 REV-1500 EX (FI) Decedent's Social Secudty Number 195-07-5875 DecedantsN me MALESIC MA RY E RECAPITULATION 1. Real Estate (Schedule A) ........ 1 8 2 , 2 8 0.0 0 2. Stocks and Bonds (Schedule B) ... ...... 2. i) • Q Q 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) , 3, Q • Q Q 4. Mortgages and Notes Receivable (Schedule D) 4. Q • Q Q 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5. 33 5 , 719.0 D 6. Jointly Owned Properly (Schedule F) ~ Separate Billing Requested g_ 82 , 659.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property t d 7 Q • Q Q .. e (Schedule G) ~ Separate Billing Reques . .. S. Total Gross Assets (total Lines 1 through 7) . . . .... .. ....... .. g, 5OO , 658.00 9. Funeral F~enses and Administrative Costs (Schedule H). .. .... 9. 4 Q , 6 88.0 D 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) . 10. 3 , 1 Q 4 • Q Q 11. Total Deductions (total Lines 9 and 10) , .. 11. 4 3 , 7 9 2 • Q Q 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . 12. 4 56 , 8 6 6.0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) , - .. . 13. 5 , Q Q Q • i) Q 14. Net Value Subject to Taz (Line 12 minus Line 13) . 14. 4 51 , 8 66 • Q Q TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers un{~ Sec. 9116 L Q QQ O.OO (a)(1.2)X.O ! • 15. 16. Amount of Line 14 xable 4~ 19,974.00 auineal ratex.o 443,866•QU 1s. 17. Amount of Line 14 taxable Q• Q Q at sibling rate X .12 Q. Q Q 17, 18. Amount of Line 14 taxable at collateral rate X .15 8, 0 0 0• 0 0 1 s. 1, 2 0 0. 0 0 19 21,174.00 19. TAX DUE..... . 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15Q5611285 1505611285 OM4646 3.DDD t. T REV-1500 EX (FO Page 3 File Number 7l l.7 n7l.L ueceaenrs mom tale nourcaa. -- ---- DECEDENTS NAME MALE C MA Y E STREET ADDRESS CUM ERLAND CITY STATE ZIP MECHANICSBUR PA 7U5 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 17 , 0 0 0.0 0 B. Discount a s o. o 0 (1) 21,174.OD Total Credits (A+ B) (2) 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 0• (5) 3,324 •OU 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 X a. retain the use or income of the property transferred .................. ^ b. retain the right to designate who shall use the property transferred or its income .........: ^ c. retain a reversionary interest .................................. ^ d. receive the promise for life of either payments, benefits or care? ............... . 2. If death occurred after Dec. 12, 1962, did decedent transfer property within one year of death ^ ^ without receiving adequate consideration? ........................... . h? ^ 3. Did decedent own an "in trust for' or payable-upon-death bank account or security at his or her deat 4. Did decedent own an individual retirement account, annuity, or other non-probate property, which ^ contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent 172 P.S. §9116 (a) (1.1) (i)]. For tlates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements far disclosure of assets and filing a fax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposetl on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an atlop[ive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as notetl in [72 P.S. §9116(a)(1)]. • The taz rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 17,850. ornas~i zooo REV4502 Ex+ (0140) Pennsylvania OEPPRTMENi OF REVENUE INHERITANCE TPX RETURN ATE OF: FILE NUMBER: Ma E. Malesic 21 12 0316 All real property owned solely or as a bnarrt in wmmw must be reported at fair market value. Fair market value is defined as the price et whiU property would be exchanged between a willing buyer and a willing seller, neither being compolad to buy ar sell, both having reasonable knwAedge of the relevant facts. Reel property that Isjoimtyawned wHh dgM of survivorship must be tlisclosad w Schedule F. Attach a wpY of the settlement sheet'rf the property has bean sdd. ITEM Inclutle a copy of the deed showing decedent's interest H wined as tenant in mmmon. NUMBER DESCRIPTION 517 Highland Street, Enhaut, Dauphin County Valued at assessment ($60,500) adjusted by Common Level Ratio (1.36) TOTAL (Also enter on Line 1, RecapRulakon.) ~ E SCHEDULE A REAL ESTATE VALUE AT DATE OF DEATH 82, 82,280 ewasss z.ooo If more space is needed, use additional sheets of paper of the same size. REV-1509 IX«(Ot-10) ,pennsylvania pEpPRTMFNT OF REYENVE INHERITPNCE TAX RETURN RESIDENT DECEDENT ESTATE OF: SCHEDULEF JOINTLY-OWNED PROPERTY Ma E. Malesic 21 12 0316 tt an asset became jonUy owned wtthln one year of the decetlenPa date of death, tt must be repoRed on Schedule G SLANNtVG JOIMTB~lAM(5)NANFiS) I Ap7PFS5 _ R9ATIORSHIPTO DEC®BJt FILE NUMBER: A Malesic, Matthew A 1614 Chimney House Road, Reston, VA 20190 JOINTLY OWNED PROPERTY: Grandson IT~ ~~ IET~ER FCR JgNT TENy~T aaTE MVCE I .)dt`tf oESCraRTtoN of IROPHi1Y HCLUOE 1NEEq Fl1NNLV.L IXBTITVfKNANObAM(ACCWNI HLMER tlibIMLPX IpEMIfYIHGNIMER ATTACH pEEpfIXJpNTLT XELORUL EBTATE IW,TE OF OFATH VALIE OF ASSET % of t7CiE1Bd1'S RI9tE5T - - naTE of OE4TR VALUEOF t~H7BJPS MH~ST 1 A Mid Penn Bank CD #316000302 165,318 50.0000 82,659 Includes accrued interest TOTAL (Also emer on Line 6, Recapitulation) S 82 , 659 ewASAE z.pop If more space is needed, use additional sheets of paper of the same size. REV-,5„ Ex.,,ooa, SCHEDULE H pennsylvania GEPPRTMENr OF REVENUE FUNERAL EXPENSES AND ~NHERnPNCE TW(RETURN ADMINISTRATIVE COSTS RESIGENr GECEDENT ESTATE OF FILE NUMBER wry E Malesic 21 12 0316 Decedent's tlebts must be reported on Schedule I. REM AMOUNT NUMBER DESCRIPTION A. FUNERAL EXPENSES: 11,895 f Wiedeman Funeral Home B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: 2. Attorney Fees: 3. Family Exemption: (If tlecedenl's address is not fhe same as daimant's, attach explanation.) cia~m~nr __ 4. 5. 6. 7. 1 2 aW66AG 2.000 Srroor Adtlress __ City State ZIP Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: Register of Wills -Oath of Office Fee Cumberland Law Journal -Estate Notice Total from continuation schedules . State _ ZIP TOTAL (Also enter on Line 9, Recepil If more space is needetl, use adtlilional sheets of paper of the same size. 25,500 324 20 75 2,874 0,688 Estate of: Mary E. Malesic 21 12 0316 Schedule H Part 7 (Page 2) 3 The Sentinel - Estate Notice 232 4 United Water 98 5 UGI 355 6 Swatara Township - Utilities 426 7 Joseph Donato, Tax Collector - 2012 R/E 1,556 Taxes 8 Penn Waste 127 9 Register of Wills - Three Short Cerrti£icates 12 10 Sovereign Bank - Date of Death Value Fee 20 11 SkarlatosZonarich LLC - Costs 57 Total (Carry forward to main schedule) 2,974 RED-,S,zEx.„z~, SCHEDULE pennsylvania pEPMTA1ENrOF REVENUE DEBTS OF DECEDENT, NNEWTANCE rA%RETURN MORTGAGE LIABILITIES sr LIENS RESIDEM DECEDENT FILE NUMBER ESTATE OF 21 12 0316 Ma E. Malesic Report debts incurred by the decedent prior to death that remained unpaid at the date of death, inclutling unreimbursed metlical expenses. VALUE AT DATE ITEM ,.,-~..o,~.,., OF DEATH ~~ IOmnicare Pharmacies 341 2 Dauphin County Tax Claim Bureau - 2010 6 2011 Taxes 1'994 3 Peerless Insurance Company -Homeowner's 769 Insurance ewasnN z.coo If more space is needed, insert addRional sheets of the same size. REV-1513 EX+ (01-10) pennsylvania OEPPRTMENi OF REVENUE ~~iu~eTn1.V`C TeY OGT IDU SCHEDULE J BENEFICIARIES ESTATE OF: FILE NUMBER: Ma E. Malesic 21 12 0316 NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY RELHTIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Indude autdgM spousal disldbutions antl transfers under Sec. 9116 (a) (1.2).] 1. Frances Penn 1910 Mulberry Street Harrisburg, PA 17104 General Bequests: 3,000 None 3,000 2 John Petrucci 538 Spruce Street Steelton, PA 17113 General Bequests: 5,000 Nephew 5,000 3 Matthew A- Malesic 1614 Chimney House Road Reston, VA 20190 1004 of Residue: 440,666 Grandson 440,866 ENITER DOLLAR AMOUNTS FOR DISTRIBUTONS SHOWN ABOVE ON UNES 15 hROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NONTAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTONS UNDER BECTON 9113 FOR WHICH AN ELECTION TO TA% IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBIJnONS: 1~ See Attached 1 TOTAL OF PART swaeAl z.000 . NON-TAXABLE DISTF space is neetletl, use OF REV-1500 per of the same 5 Estate of: Mary E. Malesic Item No. Description 4 Suzanne Malesic 1 Gates Way Charlestown, VA 25414 General Bequests: 3,000 Schedule J Part 1 (Page 2) Relation Daughter-in-law 21 12 0316 Amount 3,000 Estate of: Mary E. Malesic 21 12 0316 Schedule J Part 2B (Page 1) Item No. Description ~o~t 1 Prince of Peace Parish 434 Spruce Street Steelton, PA 17113 5,000 LAST WILL AND TESTAMENT OF MARY E. MALESIC THIS IS A CONFORMED COPY. 7HE ORIGINAL OF THIS DOCUMENT IS IN SAFE KEEPING WITH THE LAW OFFICES OF SKARLATOS & ZONARICH L1~ I, MARY E. MALESIC, of Dauphin County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declaze this to be my Last Will and revoke any Wills and codicils previously made by me. ARTICLE ONE Specific Bequests (A) I give and bequeath all of my tangible personal property, including, but not limited to, all my automobiles, funuture, funushings, books, pictures, jewelry, china, linen, silver, clothing, household effects and personal effects, and other tangible personal property of like nature (not including cash, securities and other property used for the production of income), together with any exisflng insurance thereon as I may have provided in a memorandum kept with the original of this Will, or to the extent not so provided or not effectively disposed of in airy such memorazidum or if the law of my state does not permit the use of a memorandum, to my grandson, MATTHEW ANTON MALESIC, if he survives me; or, if my grandson MATTHEW ANTON MALESIC does not survive me, to his then-living issue, per stirpes. (B) I give and bequeath the sum of Three Thousand Dollazs ($3,000) to each of the following persons who survive me: FRANCES PENN; SUZANNE MALESIC. (C) I give and bequeath the sum of Five Thousand ($5,000) to my nephew JOHN PETRUCCI, if he survives me. (D) I give and bequeath the sum of Five Thousand ($5,000) to PRINCE OF PEACE PARISH. ARTICLE TWO Residuary Estate I give, devise and bequeath all the rest, residue and remainder of my property of every kind and description (including lapsed legacies and devises) wherever situate and whether acquired before or after the execution of this Will to my grandson MATTHEW ANTON MALESIC, if he survives me; or, if he does not survive me, to his then-living issue per stirpes. ARTICLE THREE Payment of Taxes Debts and Administrative Expenses I direct that all estate, inheritance and other death taxes (other than generation-skipping transfer taxes), and all interest and penalties thereon imposed by reason of my death with respect to property subject to such taxes by reason of my death, whether such property passes through my probate estate or outside of my probate estate, and payable to any federal, state or foreign SKARLATOS&71JNARICH ua LAST WILL & TESTAMENT OF MARY E. MALESIC A770RNEY5 AT Law Page 1 of 7 taxing authority, whether payable by my estate or by any recipient of such property, and all my legally enforceable debts, funeral expenses and estate administration expenses, shall be paid by the recipient of such property. ARTICLE FOUR Protective Provisions The principal of my estate and the income therefrom, so long as the same aze held by my Executor, shall not be subject to anticipation, assignment, pledge, sale or transfer in any manner, nor shall any beneficiazy have power in any mariner to charge or encumber his/her interest in my estate, nor shall the said interest of any beneficiary be liable or subject in any manner while in the possession of my Executor for any liability of said beneficiazy, whether such liability azises from said beneficiary's debts, contracts, torts, or other engagements of any type. ARTICLE FIVE Powers of Executor In addition to and without limiting the powers confen•ed by case law, by statute, and by other provisions hereof, my Executor shall have the following rights and powers exercisable without the need for court approval: (A) Accept and Retain Investments. To accept and retain any form of real or personal property received by transfer, devise, bequest or otherwise without being required to diversify and without being limited to the types of investments in which fiduciaries are authorized by law to invest. This authority shall specifically include the authority to accept and retain any stock of a corporate fiduciary hereunder, or in any corporation which controls or is controlled by it, or any other corporation in which it holds any ownership interest, together with any stock dividends received thereon, or any stock acquired in the exercise of subscription rights, or received by reason of any consolidation, merger or reorganization, without liability for such retention. (B) Invest. To invest and reinvest in any form of real or personal property without limitation by any law applicable to investments by fiduciaries. (C) Voting Rights. To vote a security in person or by proxy, to participate in or consent to any merger, reorganization, dissolution, liquidation, voting trust plan, or other action affecting any securities held hereunder, and; to exercise conversion, subscription, and other rights of whatever nature. (D) Title To Propertv. To register or hold securities and/or other property in the name of a nominee or nominees, including that of a clearing corporation, a depository, in book entry form, or to retain securities and/or other property unregistered or in a form permitting transfer by delivery. (E) Sale Lease and Other Dealings with Propertv. To sell, from time to time, at public or private sale, exchange, lease, encumber, option or otherwise dispose of all or any portion of assets held hereunder; to make, execute and deliver deeds, mortgages, leases, assignments and other documents necessary to carry out any of the powers granted hereunder, which shall specifically include the authority to grant leases which extend beyond the period authorized by law, and; to partition, subdivide, improve and impose any restrictions on real SKARLATOS&7ANARICH LLP LAST WILL & TESTAMENT OF MARY E. MALESIC ArrORNEY$ AT LAW Page 2 of 7 estate held hereunder and enter into agreements concerning the partition, subdivision, improvement, zoning or management of any such real estate. (F) Borrow. To borrow money from any person or institution and pledge property as security for repayment of funds. (G) Distributions in Kind. To make distributions in cash or in kind, or partly in each, and; to allot different kinds of property to different shares without regazd to differences in the income tax basis of such property. Any such designation, division, allocation, apportionment or valuation of property shall be binding and conclusive on all parties. (H) Power to Distribute Outrieht. In any instance where property would be immediately distributable to a beneficiary of a trust, distribution may be made directly to such beneficiary without funding such trust. The receipt of any such distribution by any such beneficiary shall be a full acquittance of the fiduciary making such distribution as to any amounts so distributed. (I) Settle Claims. To institute, prosecute and defend any and all legal proceedings; and compromise, release, adjust and/or settle any debt or claim. (J) Employment of Agents. To employ agents including attorneys, accountants, and others to perform administrative duties. (K) Disclaimer. To disclaim any interest in property which would devolve to me or to my estate by whatever means, including but not limited to the following means: as a beneficiazy under a will, as an appointee under the exercise of a power of appointment, as ~a person entitled to take by intestacy, as adonee/beneficiary of an inter vivos transfer, as a beneficiary under any insurance policy, as a beneficiazy under an individual retirement account or annuity, and as a beneficiary under any qualified ornon-qualified retirement plan. (L) Property Distributable to Minors. Any property (whether income or principal) distributable to a beneficiary of my estate who is under the age of 25 shall be paid directly to the parent or guazdian of such beneficiary, to a custodian selected by my Executor (other than my Executor) under the Pennsylvania Uniform Transfer to Minors Act or under a similar act of any other state, or to persons Gazing for or having custody of such beneficiary (other than my Executor), or inay be applied for such beneficiary's benefit by payment to such other persons, organizations or institutions (other than my Executor) as my Executor may select. The recipient of any such payments by any such person shall be a full acquittance of my Executor as to my amounts paid. ARTICLE SIX Fiduciaries (A) Appointment of Executor. I appoint my grandson MATTHEW ANTON MALESIC as Executor of this Will (my said Executor and any successor Executor or co-Executors shall be referred to hereui as my "Executors" or "Executor"). (B) Miscellaneous. Any successor Executor shall succeed to the capacity of its predecessor without re-conveyance or transfer of property and have all of the rights, powers, authorities and discretion conferred upon the original Executor. No successor Executor shall be obligated to examine the accounts, records, or acts of a previous Executor, nor shall any such successor Executor in any way or manner be responsible for any act or omission to act on the part of any such previous Executor. No Executor serving hereunder at any time shall be required to file SKARLA'InS&ZONARiQ-I ur LAST WILL & TESTAMENT OF MARY E. MALESIC ATTORNEYS AT LAW Page 3 of 7 any bond or enter security in any Court or jurisdiction in which such fiduciary may be called upon to act. ARTICLE SEVEN Interpretation (A) Child, Children, Grandchild Grandchildren and Issue. Whenever the terms "child," "children," "grandchild," "grandchildren" and "issue" aze used herein, such terms shall be interpreted to include adopted persons as well as natural persons, provided in each instance that the adoptee is under the age of eighteen (18) years at the time of adoption. Such terms are also intended to include persons in gestation at any pertinent time under this Will, provided such persons survive birth by thirty (30) days. (1) Issue, per stirpes. In applying any provision of this Will which refers to a person's "issue, per stirpes", the children of such person are heads of their respective stocks of issue, whether or not any child of such person is then living. For example, a disposition in this Will to a person's "issue, per stirpes" shall be deemed to require a division into a sufficient number of equal shares to make one share for each child of such person living at the time such disposition becomes effective and one share for each then deceased child of such person having one or more descendants then living, regardless of whether any child of such person is then living, with the same principle to be applied in any required further division of a share at a more remote generation. (2) Issue, per capita. In applying any provision of this Will which refers to a person's "issue, per capita", the phrase shall mean the division of an estate by giving an equal share to each of a number of such person's descendants, all of whom stand in equal degree to such person, without reference to their stocks or the right of representation. Issue, per capita is the antithesis of issue, per stirpes. For example, a disposition in this Will to a decedent's "issue, per capita", assuming that both of the decedent's two children (X and Y) predecease the decedent, two grandchildren (A and B) predecease the decedent (each with surviving issue) and three grandchildren (C, D and E) are living at the time such disposition becomes effective, shall be deemed to require a division into three equal shazes for each grandchild (C, D and E) who aze living at the time such disposition becomes effective. In the previous example, if instead we assume that one child (X) was living at the time such disposition becomes effective, that child (X) would take the entire disposition even if the decedent is survived by issue of the other child (Y) who predeceased the decedent. (B) Survival Clauses. If any beneficiary hereunder should die within thirty (30) days after my death or within thirty (30) days after any other person the survival of whom determines such beneficiazy's rights hereunder, then such beneficiary shall be deemed to have predeceased me or such other person, as the case may be, for all purposes hereunder. (C) Govemine Law. This Will shall be construed and governed in all respects by and in accordance with the laws of the Commonwealth of Pennsylvania. (D) Gender and Number. Where appropriate except where the context otherwise requires, whenever used herein, the singular includes and plural, the plural the singular and words of any gender shall be applicable to all genders. SKARLA'iL~S&ZONARICH uP LAST WILL & TESTAMENT OF MARY E. MALESIC ATTORNEYS AT LAW Page 4 of 7 (E) Headings/Captions. The headings/captions of Articles, Sections and Pazagraphs used herein aze for convenience of reference only and shall have no significance in the construction or interpretation of this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last Will and Testament, consisting of ~EVLS/1.~ (~ typewritten pages, including this attestation clause and the following Acknowledgment and Affidavit, to be executed, declazed and published this ~ day of Yl , 2010, at Hanisburg, Pennsylvania. Mai' Flfi'IALESIC ~ Q.- /~,~ On this ~ day of i"r , 2010, MARY E. MALESIC, the Testator, declazed to us, the undersigned, that the regoing instrument was the Testator's Last Will, and requested us to act as witnesses to the same and to the Testator's signature thereon. The Testator thereupon signed said Will in our presence, we being present at the same time. We now, at the Testator's request, in the Testator's presence, and in the presence of each of us, hereby subscribe our names as witnesses thereto. By so doing, each of us declazes that he/ she believes the Testator to be of sound mind and memory. Address ~3 ~~ ~. ~ ~ Q. i7o Sa ~~~ l.~:o~k_11er1~.~r~~ ~ciUC' SICARLATOS&ZONARICH ua LAST WILL & TESTAMENT OF MARYE. MALESIC ATTORNEYS AT LnW Page 5 of 7 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS: I, MARY E. MALESIC, the Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. MA E. ESIC ~ that acknowledgment was made before me. R. ~ONARIQH, PA~Bar ID #19632 On this, the ~ day of , 2010, before me, the undersigned officer, personally appeared JOHN R. ZONA CH, own to me or satisfactorily proven to be a member of the bar of the highest court of (Pennsylvania or the state in which execution of the will took place), and certified that he was personally present when the foregoing instrument and acknowledgment were signed by the testator. In witness whereof, I hereunto set my hand and official seal. ~-~- ~ ~~ Notary Public My Commission Expires: COMMONWEALTH OF PENNSYLVANIA Notarial SNI Debre L Logan, Notary Public City of Hartisburg, Dauphin County My Commtssbn Expires Juno 1 f, 2013 Member, Pennsylvania Assodation of Notaries 's^tifONWFJILTH 6F fiE?«S.~YLV.4NIA ... `~ Nolan DeLUa L Logan - ~c "~ity of Harrfsburp _ ^~J` ~ .. ~..sr, Pennsylveni;, i._.... ~. ,,... 4i feotan_s SKARLATOS&ZONARICH t1P LAST WILL & TESTAMENT OF MARY E. MALESIC ATTORNEYS AT LAw Page 6 of 7 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF DAUPHIN ) We, ~ ~ !~'O ~. z~otUA/I/[//and ~, ~(~,~, I~r1 MU I.,I _ the witnesses, whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw MARY E. MALESIC, the Testator, sign and execute the instrument as the Testator's free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator was at the time ei hteen (18) Qr more yeazs of age, of sound mind and under no constraint~rdna~rgtluence. /~~ affidavit was made before me. On this, the day of,~. , 2010, before me, the undersigned officer, personally appeared JOHN R. ZONARICH, known to me or satisfactorily proven to be a member of the baz of the highest court of (Pennsylvania or the state in which execution of the will took place), and certified that he was personally present when the foregoing instrument and affidavit were signed by the witnesses. In witness whereof, I hereunto set my hand and official seal. ~ ~I G~- ~1,~ cam.) Notary Public p eg My Coom~r~nosNwEaL~xO~PENNSYLVANIA Notarial Seal Dehra L Logan, Notary Public City of Ftarrisburg, Dauphin County My Commission Expires June 11, 207 S !~y~;rner, Penrsylvanla Association of Notaries . ATTORNEYS AT LA W LIP LAST WILL & TESTAMENT OF MARY E. MALESIC Page 7 of 7 Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: ry E Malesic 195-07-5875 March 3, 2012 Account #: 2291045717 Type Checking Open date: 7/1/2004 In the name of: Mary E Malesic (Matthew Malesic POA ) Date of Death Balance: $71,980.03 Int.(YTD) from 1/1/2012 to 2/15/2012 $25.85 Accrued interest to date of death: $7.43 Otherlnfo: Account #: 2295249920 Type: CD Open date 5/24/2000 In the name of: Mary E Malesic (Matthew Malesic POA ) Date of Death Balance: $128,603.71 Int.(YTD) from 1/1/2012 to 2/29/2012 $363.85 Accrued interest to date of death: $30.37 Other info: Page 1 of 1 MID PENN BANK May 29, 2012 Slcarlatos Zonarich LLP 17 S. 2"' St., 6'" Fl. Harrisburg, PA 17101-2039 Re: Estate of Mary E Malesic Date of Death: March 3, 2012 SSN: XXX-XX-5875 Deaz Mr Zonarich: In response to your letter requesting information on the accounts of Mary E Malesic, I have accumulated the necessary data below: Account #: 316000302 - Certificate of Deposit Account Name: Mary E Malesic or Anthony Malesic Jr or Matthew A Malesic Date Opened: 9/30/2009 Balance DOD: $165,258.11 Balance Accrued Interest DOD: $59.77 Total DOD Balance: $165,317.88 Date Joint Ownership Established: 9/30/2009 Interest Paid During Calendar Year Up to Date of Death: $358.26 Automatic Deposits Utilized: N/A Account #: 316000628 -Certificate of Deposit Account Name: Mary E Malesic or Anthony Malesic Jr Date Opened: 9/18/2009 Balance DOD: $123,941.39 Balance Accrued Interest DOD: $62.48 Total DOD Balance: $124,003.87 Date Joint Ownership Established: 9/18/2009 Interest Paid During Calendar Year Up to Date of Death: $268.69 Automatic Deposits Utilized: N/A If you have any further questions, please call me at 717-896-5388.. C Sinc ely~ w.a~.- ( Karen Tarbell Deposit Services Specialist 349 Union Street, Millersburg, PA 17061 • 1-866-6HAPPEN • 1-877-9HAPPEN • www.midpennbank.com Member FDIC s ~a.