HomeMy WebLinkAbout12-20-12 (2)1505611185
-' REV-1500 EX (02-11)(FI)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Cotle Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 21 12 0786
Harrisburg, PA 17'128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYVVY Date 0( Birth MMDDYYYV
184-26-4526
Decedent's Last Name
07062012 05031926
Suffix Decedent's First Name
MI
KARABCIEVSCHY ANNELIESE
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
- - REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
MI
® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (Date of Death
^
4
Limited Estate
^
4
F
^ Prior to 12-13-82)
. a.
uture Interest Compromise (date of 5. Federal Estate Tax Return Required
®
6. Decedent Died Testate
^ death after 12-12-62)
7. Decedent Maintained a Living Trust
~
8. Total Number of Safe Deposit Boxes
^ (Attach Copy of Will)
^ (Attach Copy of Trust.)
9. Litigation Proceeds Receivetl 10. Spousal Poverty Credit (Date of Death ^ 11. Election to Tax under Sec. 9113(A)
Between 12-31-91 and 1-1-95) (Attach Schetlule O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JOHN R. ZONARICH
First Line of Address
SKARLATOSZONARICH LLC
Second Line of Atldress
17 S 2ND ST FL 6
City or Post Office
HARRISBURG
717-233-100
W ~ ~ ~ n
ro r-, o
r..nr-
m N --io
c., rrr
x,, z o
o c-
State ZIP Code - "-t DATED ~ m
n cn o
P A 17101 F-' ~^
Correspondent'se-malladdre.s: JRZa$KARLATOSZONARICH.COM
Under penalties of perjury, I declare that I have examined this !alum, including accompanying schedules and statements, and to the best or my knowledge and belie!,
it is true, correct and complete. Declaration of prepare! other than the personal representative is based on all information of which prepare! has any knowledge.
SIG E OF PERSON R SPONSIBLE F R FILING RETUR DATE
HARRISBURG, PA 17112
/~"=`~ ~~
1~ S 2pID ST FL 6~ / HARRISBURG, PA 17101
side ~
1505611185 OM464~3.000 1505611185
1505611285
REV-1500 EX (FI)
Decedent's Social Security Number
184-26-4526
Decedents rveme: KARABCIEVSCHY ANNELIESE
RECAPITULATION
1. Real Estate (Schedule A) 1
2. Stocks and Bands (Schedule B) . 2
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . g.
4. Mortgages and Notes Receivable (Schedule D) 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5,
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requestetl g.
7. Inter-Vivos Transfers & Miscellaneous Nan-Probate Property
(Schedule G) ~ Separate Billing Requested 7.
8. Total Gross Assets (total Lines 1 through 7) 8
9. Funeral Expenses and Administrative Costs (Schedule H). g.
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 10
11. Total Deductions (total Lines 9 antl 10), 11
12. Net Value of Estate (Line 8 minus Line 11) 12
13. Charitable and Governmental BequestslSec 9113 Trusts for which
an election to tax has not been made (Schedule J) , .... . 13.
14. Net Value Subject to lax (Line 12 minus Line 13) , t4,
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax fate, or
transfers un~er Sec. 9116
16. Amount of Line 14 xable
anineal rate x .0 4~ 18 9, 3 8 9 •0 0 1 s.
17. Amount of Line 14 taxable
at sibling rateX .12 0 • 0 [] 17.
18. Amount of Line 14 taxable
at collateral rate X .15 ~ . 0 0 18.
19. TAX DUE 19.
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505611285 1505611285
OM484a 3.000
0.00
0.00
0.00
0.00
106,661.00
65,310.00
25,068.00
197,039.00
7,o3a•oo
620.00
7,650.00
189,389.00
0.00
0.00
8,523.00
0.00
0.0~
8,523.00
,REV-1500E%(FO Pa9e3
neredent's ComnleTe Address'
File Number
21 12 ^7&6
DECEDENT'S NAME
K V HY
STREET ADDRESS
M R A
CITY
M RANI SBUR STATE
PA ZIP
7
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 8,523.00
2. Credits/Payments
A. Prior Payments 8 , U ~ 0.0 0
B Discount 400 • 00
Total Cretlits(A+g) (z) 8,400 •DO
3. Interest
(3> 0 . D 0
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) ~ • 0
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 123.00
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
^ No
a. retain the use or income of the property transferred ...........
f
d
it
i ^
ncome . . . . . .
erre
or
b. retain the right to designate who shall use the property trans
s
c. retain a reversionary interest ................. .
^
d. receive the promise for Life of either payments, benefits or care? ...........
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of tleath
^
without receiving adequate consideration? ..... .............
?
"
" ^
or payable-upon-death bank account or security at his or her death
in trust for
3. Did decedent own an
4. Ditl 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 [72 P.S. §9116 (a) (1.1) (i)].
For dates 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 for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is [he only beneficiary.
Far dates of death on or after July 1, 2000:
• The tax rate imposed 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
adoptive parent or a stepparent of the chiltl is 0 percent [72 P.S. §9116(a)(1.2)].
• The tax rate imposetl on the net value of transfers to or for the use of the tlecedent's lineal beneficiaries is 4.5 percent. except as noted in (72 P.S. §9116(a)(1)J.
• The tax rate imposed on the net value of transfers [o or for the use of the decetlent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. A sibling is defined
under Section 9102, as an individual who has at least one parent in common with the tlecedenL whether by blootl or adoption.
OM46]1 2000
Rev-t soe ex. fn-tol
pennsylvania SCHEDULE E
oePnA~r.~rnoF aeveNUe CASH, BANK DEPOSITS, 8 MISC.
o N1TUn~v PERSONAL PROPERTY
A
IaES Oe
uoEC
r
n
e
ESTATE OF: FILE NUMBER:
ANNELIESE KARABCIEVSCHY 21 12 0786
Include the proceetls of litigation and the dale the proceetls were receiostl by the estate.
All ro art 'oin[I ownetl with ri ht of survivorshi must be tlisclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~. M&T Bank - Checking Account No. 33380376 2,920
2 Integrity Bank - Certificate of Deposit No. 4020413 15,573
Interest accrued to 7/6/2012 174
3 Centric Bank Certificate of Deposit No. 3031994 10,033
4 Centric Bank Certificate of Deposit No. 3040698 20,620
5 Centric Hank Certificate of Deposit No. 3041043 15,465
6 Centric Bank Certificate of Deposit No. 3050432 26,563
7 Centric Bank Certificate of Deposit No. 3053246 5,256
S Centric Bank Certificate of Deposit No. 3053253 10,050
9 Donegal Insurance - Homeowner's policy refund 7
106,661
Owa6AD 2.000 If more space is needed, use atldilional sheets W paper IX the same size.
REV-1 S09 IX+(0140)
pennsylvania
OEPMTMENT OF REYENVE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF:
FILE NUMBER:
ANNELIESE KARABCIEVSCHY 21 12 0786
If an asset became JOlntty owned within one year of the decedenPS tlate of death, tt must be reported on Schedule G
SURJNING JOIM TBIAM(S)N4h£(5) ADDRESS RELATIOt45HIP TO OLCmENT
A IWrabcievschy, Vladimir
4130 Valley Road,
Harrisburg, PA 17112
JOINTLY OWNED PROPERTY:
Son
R~
NIAvHER u:rTER
FpiJgNT
TENONT ~'~
NW DE
JOIPIr DESCPoPTION OF Ri0PBt1V
INLLVCE N/.I,E 6iI1N NCLLL IN3TIT VTIW ANV 9A NIL ACCWNi N110.8 ER W31M Ufl
IOEMIM1ING HLMER. ATTACH OEEV FgiJpXTLY NELG REAL E3iNTE.
~TE DF ATM
VALUE DF A96Er % OF
DECFDBQI'6
INtET26T Q4TE OF DEATH
VALUE OF
OECEOBNI'6 WI6EEST
1 A 12/26/200 9 Susquehanna Bank -
Money Market Account
No. 1810014260 17,578 50.0000 8,789
Interest accrued to
7/6/2012 50 50.0000 25
2 A 4/4/2009 Fulton Bank
Certificate of
Deposit No. 018-
0268182 23,909 50.0000 11,955
Interest accrued to
7/6/2012 3 50.0002 2
3 A 7/24/2007 Fulton Bank
Certificate of
Deposit No. 018-
0266418 24,203 50.0000 12,102
Interest accrued to
7/6/2012 132 50.0000 66
4 A 7/12/2010 Fulton Bank
Certificate of
Deposit No. 018-
0293401 20,983 50.0000 10,491
Interest accrued to
7/6/2012 539 50.0000 269
To al £rom c ntinuation schedules 21,611
TOTAL (Also enter on Line 6, Recapitulation) E 65 , 310
9WdfiAE ].000 f more space is needed, use additional sheets of paper of the same size.
Estate of: ANNELIESE KARABCIEVSCHY 21 12 0786
Schedule F Part 2 (Page 2)
Item Joint DOD Value of Perc DOD Value of
No. Cot. Date Description Asset Int. Interest
5 A 8/22/2009 Fulton Bank
Certificate of
Deposit No. 018-
0293531 26,283 50.0000 13,142
Interest accrued to
7/6/2012 653 50.0000 327
6 A 8/23/2010 Fulton Bank
Certificate of
Deposit No. 018-
0293584 15,925 50.0000 7,962
Interest accrued to
7/6/2012 361 50.0000 180
Total (Carry forward to main schedule) 21,611
REV-1510 EX+(0e-09)
pennsylvania
DEPARTMEM OF REVENUE
INHERITANCE TAX RETURN
RESIDEM DECEDEM
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
ANNELIESE KARABCIEVSCHY 21 12 0786
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM
NUMBE DESCRIPTION OF PROPERTY
ircw~ar~rvanE OFr~mararaaEE.r~in aaunoruwF ro oecaoEm nro
~wn:or mwsFx.nnA~acavvoc rhfi oefio FOa Rau fisrnre.
DATE OF DEATH
VALUE OF ASSET
%OF DECD'S
INTEREST
EXCLUSION
IF PPPLJCABLE
TAXABLE
VALUE
1~ Fulton Bank IRA No. 391
-0001792 (beneficiary
Vladimir Karabcievschy) 20,413 100.0000 0 20,413
Interest accrued to
7/6/2012 9 100.0000 9
2 Fulton Bank IRA No. 391
-1932062 (beneficiary
Vladimir Karabcievschy) 4,644 100.0000 0 4,644
Interest accrued to
7/6/2012 2 100.0000 2
TOTAL (Also enter on line 7, Recapitulation) 3
If more space is neetletl, use adtlilional sheets of paper of tha same size.
9W4fiAF 2.000
REV-1511EX~(10.09) SCHEDULE H
pennsylvania
' oEPmm~+ENroF aEVENUE FUNERAL EXPENSES AND
INHERIrANce rAx aETUaN ADMINISTRATIVE COSTS
RESIDEM nECEDENT
ESTATE OF FILE NUMBER
LIE SE KARABCIEVSCHY 21 12 0786
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
~ Hetrick-Bitner Funeral Home - Final
Arrangements 499
B.
1
Total from continuation schedules ~ 809
ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City
Year(s) Commission Paid:
State ZIP
2. Attorney Fees:
3. Family Exemption: (If decedent's address is not the same as Gaimant's, attach explanation.)
(:laimanf
4.
5.
6.
7.
1
2
Street Address
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
Advertising
Total from continuation schedules .
5,000
336
20
75
291
swasnc z.ooo
TOTAL (Also enter on Line 9, Recapil
If more space is needed, use additional sheets of paper of the same size.
7
Estate of: ANNELIESE KARABCIEVSCHY
Schedule H Part 1 (Page 2)
21 12 0786
Item
No. Description Amount
2 Romberger Memorials - Memorial
Inscription
809
Total (Carry forward to main schedule) 809
Estate of: ANNELIE SE KARABC IEVSCHY
Schedule H Part 7 (Page 2)
3 The Sentinel - Estate Advertising
21 12 0786
291
Total (Carry forward to main schedule) 291
REV-1512 EX * (12-OB)
pennsylvania
EEPPRTMEM OF REVENUE
INHERITANCE TAX RETURN
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
ANNELIESE KARABCIEVSCHY 21 12 0786
Report debts incurred by the decedent prior to death that remained unpaid at the tlate of death, including unreimbursed medical expenses.
swasAH z.ooo If more space is needed, insert atltlitional sheets of the same size.
REV-1513 EX+(Ot-10)
pennsylvania
CEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDEM DECEOEI~IT
SCHEDULE J
BENEFICIARIES
ESTATE OF: FILE NUMBER:
ANNELIESE KARABCIEVSCHY 21 12 0786
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [InGutle outright spousal distributions and transfers antler
Sec. 9116 (a) (1.2).]
i. Vladimir Karabcievschy
4130 Valley Road
Harrisburg, PA 17112
All o£ Residue: 189,389 Son 189,389
ENTER DOLLAR AMOUNTS FOR DISIRIBUf10NS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET. AS APPROPRIATE.
II NONTAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBIfIIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN'.
1.
B. CFWRITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II • ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF
9W46AI 2.000 If more space is needed, use additional sheets of paper
AND TESTAMENT OF ANNELIESE KARABCIEVSCHY
A/K/A ANNA KARABCIEVSCHY
I, ANNELIESE KARABCIEVSCHY, a/k/a ANNA KARABCIEVSCHY, a
resident of the City of Harrisburg, Dauphin County, Pennsylvania,
being of sound and disposing mind, memory and understanding, do
hereby make, publish and declare this instrument to be my Last
Will and Testament, hereby revoking any and all wills by me at any
time heretofore made.
ITEM I: I direct my hereinafter named Executor to pay all
my just debts, funeral expenses, administration expenses and
inheritance, estate, succession or excise taxes, which I owe or
may become due on account of my death, as soon as may be convenient
after my decease.
ITEM II: I give, devise and bequeath all the rest, residue
and remainder of my estate, be it real, personal or mixed, of
whatever nature and wheresoever situate which I may own or have
the right toydispose of at the time of my decease to my son,
Vladimir Karabcievschy,
sylvania 17109. If my
simultaneously with me,
rest, residue and remai
son who shall be living
of 3147 Brookw`e~lRoad, Harrisburg, Penn-
said son should predecease me or die
then I give, devise and bequeath all the
zder of my estate to the issue of my said
at the time of my death.
ITEM III: If my said son should predecease me or die
simultaneously with me leaving no issue to survive him, then I
give, devise and bequeath all the rest, residue and remainder of
my estate as follows:
A. 50% td my daughter-in-law, Ruth Karabcievschy,
of 3147 Brookwood Road, Harrisburg, Pa. 17109.
ITEM IV: I hereby nomirate,~.constitute and appoint my on,
Vladimir Karabcievschy, Executor of this my Last Will and Testament,
with full power in his discretion to do any and all things
necessary for the complete administration of my estate, with full
power to sell at public or private sale and without order of court
any real or personal property belonging to my estate, and to
compound, compromise or otherwise settle or adjust any and all
claims, charges, debts and demands whatsoever against or in favor
of my estate as fully as I could if living.
A. If my said son should predecease me or die simultaneously
with me, or fail to complete his duties as Executor, then I
nominate, constitute and appoint my daughter-in-law, Ruth
Karabcievschy, Executrix, with the same power and authority as
given my said son.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
to this my Last Will and Testament this ~ 1~-day of ~~~-~^~
1977•
~Of"'~17~t' o~~, y /f~L~Yf ~ ' Lam/ ~ SEAL )
Anneliese Kara/b/cievschyy'
~/J~- .u ,a.n' ~-/..Q~/r'I'GC~f ~ SEAL )
Anna Karabcievschy
Signed, sealed, published and
declared by the above-named
Anneliese Karabcievschy, a/k/a
Anna Karabcievschy as and for
her Last Will and Testament, in
the presence of us, who at her
request, in her presence and in
the presence of each other, we
believing her to be of sound and
disposing mind, memory and
understanding, have hereunto
subscribed our names as witnesses
this 7_ yiti day o£ ~~,~ne.'~;~
1977•
499 Mitchell Road, Millsboro, DE 19966 Adjustment Services
Phone 886-502-4349
F ax (302) 934-2955
August 9, 2012
Skarlatos Zonarich, LLC
17 South Second Street, 6u' Floor
Harrisburg, PA 17101-2039
Re: Estate of Anneliese Karabeievschy
Social Security: 184-2-4526
Date of Death: July 6, 2012
Dear Sir or Madam:
Per your inquiry on August 1, 2012, please be advised that at the time of death, the above-named decedent had
on deposit with this bank the following:
1. Type ofAccaunt
Account Number
Ownership (Names ofl
Opening Date
Balance on Date of Death
Accrued Interest
Toml
Checking Account
33380376
Anneliese Karabcievschy
Vladimir Kambcievschy (POA)
0328/1988
$2, 920.01
$ 00
..$2.920.01
For any additional information on the above accounts, induding ownership and any changer, dosures and/or reimbursement of foods,
please ®11 the Capital Harrisburg at 717-?33-6435.
We were unable to locate any safe deposit boa for the above-mentioned decedent
This letter does not indude any acrnunts in which the d may have been lislcd as Power of Attorney, Custodian of Uniform Transfers,
Represenfalive Payee, or Trus[ee under a Written Agreement
Sincerely,
Valarie Mercer
Adjustment Services
12/..7/2012 '.7:25 717-92@-3501 INTEGRITY BANK PAGE
•• Dec. 1). 2D12 3:28PM S & Z No. 4235 P. 1
~ SkarlatosZon arlich
Inte~lrity
August 3, 2012 s a. ~ ' K
RE: Estate of gaaeliase Karabchievschy
To Whom It May Concern:
The following information is in y~ponse to a letter received on A°gurt 3' 20er only had
to the Estate of Annelieae KarabohievsohY• At the dme of death, the custom
one tiau deposit with the bank, which was closed on Iuly 31. 'The togt>ested information
is ss follows.
o Recount Number:
o Owner:
o Date opened:
o Date account trade joint:
o Autopeatic Deposits:
o Balance se of 716!12: ear undl death
o Interest ppld for calendar y ( )~
o Amount of interest accrued to death:
o Outstanding loans:
o Safe deposit box:
4020413.
Anneliose Karabcievlchy
pctobar 20, 2010
N!A
N!A
515,747.20
$174.25
$612.76
No
No
I have also enclosed a statement for this aocouat. If you have any questions please do not
hesitate to oontaet =ne at (717) 920-3200.
Sincerely,
l~~
TractSebasnan
Senior L7tstomer Servtce Representative
InteSrity Bank
301 Colonial Rd
Harrisburg. PA 17109
02/02
~S Makd S<rceR GMp ffi4 AA 17071 • AMr~ 717.920^l900.877d•HAl?.17' `Psr717-920490f ` iannuinrA~M+'~"'t^'u'°`'N1O
CENTRIC
BANK
We Revolve Around YOU.
August 3, 2012
Skarlatos Zonarich LLC
John R Zonarich
17 South Second Street, 6`" Floor
Harrisburg, PA 17101
To Whom It May Concern:
Below is the information requested pertaining to all accounts with regards to Anneliese Karabcievshy.
Account Number: 3031994
Owner: Anneliese Karabcievschy
Date Opened:2/25/10
Date Redeemed: 7/31/12
Date of Death Value: $10,032.88
Interest paid to DOD: $93.90
Account Number: 3033321
Owner: Anneliese Karabcievschy
Date Opened:4/2/10
Date Redeemed: 4/2/12
Date of Death Value: $0.00
Interest paid to DOD: $147.94
Account Number: 3040680
Owner: Anneliese Karabcievschy
Date Opened: 11/20/10
Date Redeemed: 5/22/12
Date of Death Value: $0.00
Interest paid to DOD: $65.38
Account Number: 3040698
Owner: Anneliese Karabcievschy
Date Opened:11/20/10
Date Redeemed: 7/31/12
Date of Death Value: $20,620.19
Interest paid to DOD: $198.41
Account Number: 3041035
Owner: Anneliese Karabcievschy 4320 Linglestown Road
Harrisburg, PA 17112
T 717.657.7727
F 717.657.7748
www.cen[ricbank.com
Date Opened: l2/04/10
Date Redeemed: 1/5/12
Date of Death Value: $0.00
Interest paid to DOD: $17.96
Account Number: 3041043
Owner: Anneliese Karabcievschy
Date Opened: 12/4/10
Date Redeemed: 7/31/12
Date of Death Value: $15,465.13
Interest paid to DOD: $173.07
Account Number: 3050432
Owner: Anneliese Karabcievschy
Date Opened:9/26/11
Date Redeemed: 7/31/12
Date of Death Value: $26,562.86
Interest paid to DOD: $217.09
Account Number: 3053246
Owner: Anneliese Karabcievschy
Date Opened:l/5/12
Date Redeemed: 7/31/12
Date of Death Value: $5,256.27
Interest paid to DOD: $28.48
Account Number: 3053253
Owner: Anneliese Karabcievschy
Date Opened: 1/5/12
Date Redeemed: 7/31/12
Date of Death Value: $10,049.96
Interest paid to DOD: $49.96
Total yTD Interest: $1068.82
Interest paid to DOD: $992.19
Interest paid after DOD: $76.63
No loans or Safe Deposit Boxes.
Sincerely, ~
Florence M. Higgins
Centric Bank
Susquehanna
Au ust 8, 2012 Susquehanna Bancshares, Inc.
g 26 North Cedar Street
P.O. Box 1000
Lititr, PA 17543-7000
Tel 1.800.311.3182
Fax 717.625.4478
SKARLATOS ZONARICH LLC
17 S 2t'1D STREET 6r" FLOOR
HARRISBURG PA 17101-2039
RE: Anneliese Karabcievschy Estate
DOD: 7/6/]2
SS#: XXX-XX-4526
Tracking # 285175
To Whom It May Concern:
In response to your letter of August 1, 2012, here is the above customer account information
as of July 6, 2012.
• Account Title:
• Account Type/#
• Date Opened /Maturity
• Interest Rate:
• Account Balance*:
• Accrued Interest:
Anneliese Kazabcievschy
Vladimir Kazabcievschy
MMDA 1810014280
12/26/09
.15%
$17,578.23
$.50
• YTD Interest: $11.34
*Account balance does not include accrued interest.
® There is no safe deposit box in the name of the decedent.
If I can be of further assistance, please feel free to call.
Sincerely,
Dawn M Bernier
Deposit Research -Reporting Department Lead
]-717-625-6546
DMB/aed
~1tonBank
LISTENING IS JUST THE BEGINNING.'
August 10, 2012
Skarlatos Zonazich LLC
Attorneys at Law
17 South Second Street
6u' Floor
Harrisburg, PA 17101
Deaz Mr. Zonazich,
C~~iFI~E~TlAL
fiis inforKtation is furrrished as a matter of business courtesy
in answer to yoga h4uirY, a.xt is kx Your wntidentlaf use only.
The bank f~amiat~ttg this inturmazym dices not retuesent or
guarantree ;bye accuracy, cetn~lei+xt&ss or ;sliabipty of the
informa8on ~. No raaponaibflity is assumed by the
tank ar any of its otlicars, empbya~ ar agents. Arty opinion
herein expr¢ssed is subject to change without notice
13E: Anneliese Kazabcievschy, deceased July 6, 2012
In response to your recent inquiry concerning the accounts maintained in the name of the
decedent, please be advised that the following accounts were open at the date of death:
DATE OF DEATH ACC
CDN BALANCE INT RATE OPEN ROLL OVER MATURITY
018-0268182 $23,908.90 $3.37 2.57% 4/4/09 7/4/10 7/6/13
* Joint with Vladimir Karabcievschy
018-0268418 $24,203.06 $131.53 2.71% 7/24/07 4/24/10 4/24/13
* Joint with Vladimu Karabcievschy
018-0293401 $20,982.95 $538.65 2.57% 7/12/10 7/12/13
* Joint with Vladimir Kazabcievschy
018-0293531 $26,283.46 $653.45 2.81% 8/22/09 8/22/12
* Joint with Vladimir Kazabcievschy
018-0293584 $15,924.82 $360.58 2.57% 8/23/10 8/23/13
* Joint with Vladimv Karabcievschy
391-0001792 $20,412.71 $9.43 2.81% 9/18/09 9/18/12
* IRA- Titled in her name alone with Vlad imir Kazabcievschy listed as the beneficiary
391-1932062 $4,643.51 $1.96 2.57% 6/IS/10 6/15/13
* IRA- Titled in her name alone with Vlad imir Kazabc ievschy listed as the beneficiary
If you have any other questions, please feel free to contact me at (717) 327-2497.
Sincerely,
~~~
Joshua A. Groff
Credit Confirmation Processor
1.800.FULTON.4 fultonbank.com
Futon Bank, N.A. Member FDIC. Member oRbe Fulton Financial Family