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Home My WebLink About08-23-13 ex�a�-�o� 1�05610143 REV-1 rJ04 ,, �,;, PA De arimen�of Revenue � 6FFICIAI USE ONLY p pennsylvania co�nrycoae vca� FoeN�mea, Bureau of Individual Taxes �=P^A�^^E��.,F�E�E��E P4 eox.zaosot INHERITANCE TAX RETURN �� 12 01210 Narrisburg,PA t7�zs-osot RESIDENT pECEDENT ENTER 6ECEDENT INFORMATION BELOW Social Seourity Number Date of Death Date of Birth 11 03 2Q12 Ob 19 1928 DecedenPs Last Name Suffix DecedenPs First Name MI MONORITI MR ELIDIQ J (!t Appiicab�e)EMer Surviving Spouse's informatian Below Spouse's L2st Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATEE WITH THE REGISTER 4F WILLS FILt iN ApPROPRIATE OVAL5 BELOW � i, Original ReWfn Q 2. Supplemen[al Retum � 3.Remainder Rf:Wm(date Of dea�h priorlo 12-1��Q2) Q 4- �Imited Estate � 4a_Futura mrerest GoaWrcm�se � 5. Federal Estatz Tax Retum Reqaitetl (tlata of Ceath al1e�12-12-B2) � 6 oeceaent Dietl 1a,�ate � 7, 6ecedem Ma�ntain�d a�iving Trust 2_ 9, Tolal Numbei'of Safe Deposit BoxeS (N�tach Copy of Wlll) ( Qach Copy of Trutit) � S, liti9�tian Proceeds Received ❑ 7�'oel�waen 12 31 91�t1aa95't aeaib � ry 1.Etecfi�n to ta:e under Se0.9113{A) (Attach Sch.Oy CORRE5PONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTE�TO: Name Daytlme Telephane Number MARTIN R BUJAKY MR 729 443 111$ � REG1�fE�OF WILLS USE ON�� Ut :"� � � ' �:"l r; . First line of address =�� - � , , 2 7 fi 7 W BARD{}P7PIER ftOAD ``' Second Iine of address �� ' - � � . , . ._:::; . «... :.-.; r---' .. ,., -�'fJATE FIIED _ ``�� City or Post Office State Z�p Cp�{g , , GI$SONIA PA 15044 � ' �� CorrespondenPse-mailaddrese: MARTIN@9UJAKYGPA.COM Untler penalties ot pequry,1 declare that I have examined Ihis return,inclutling accompanying schetlules 2nd slatement5,and ro ihe ber>t of my knpwledge and belief, it is true.corceci antl compiete.Deciaratbn of preparer other than the personai rppreseniative is Dased on aii informatlqn of which preparer has any krwwicdge. SI E OP PERSON R[tSPON5i8 FGNk FltJN6 RETURN DATE y��'"�H„0� ��/y�•- MARIANNE MQRGAN4 o ss 1280 AKEMQNT ORiVE, PITTSBURGH, PA 15243 SIGNAT ...OF RE Eft THERTHA EPRESENTATIVE DATE MARTIN R BUJAKY MR ao s 2767 W BARD ROAD, GIBSONIA, PA 15044 Side 1 L 1505610143 1505610143 � �� J 1505610243 REV-1500 EX DecedenPs Social Security Number �=e�e��sN=me MONORITI, ELIDIO J MR RECAPITULATION . ... _. . �. ....__ .. . . .. _. ._.. .... . ... . .... .. 1. Real Estate(Schedule A)..............._................_.............................._....................... i. :2 2 O , 9 S 0 . �0 2. Stocks and Bonds(Schedule B)........................................................................._.... 2. �7 4 1 , 7 4 5 . 3 4 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3. 4. Morigages&Notes Receivable(Schedule D).......................................................... 4. 5� Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E)._............. 5. 4 5 , S 2 B . 3� 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. .3 9 2 , 6 3 3 . 4 0 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested............. 7. 5 3 , 4 9 7 . 8 4 e. Total Gross Assets(total Lines 1-7)........ .............................................................. 8. 1 , �S 5 4 , 3 8 4 . 8 8 _ _. _ .__ _ __ _ 9. Funeral Expenses&Administrative Costs(Schedule H). .. ...... ........ 9. � 0 , 8 3 0 . 8 4 10. Debts of Decedent,Mortgage Liabilities,8 Liens(Schedule I)................................ 10. 2 , 6 6 8 . 61 11. Total Deductions(total Lines 9&10)...................................................................... �7. 7 3 , 4 9 9 . 9 5 �Z� Net Value of Estate(Line 8 minus Line 11)......................................................._.._ �p. 1 � :3 8 0 � 8 8 5 . 4 3 13. Charitable and Governmental Bequests/Sec 9113 Tmsts for which an election to tax has not been made(Schedule J)_........_....................._.........___ �3. 14. Net Value Subjectto Tax(Line 12 minus Line 13)..............................................._ �q, 1 � :3$� , 8 8 5 . 4 3 _. ._..._ .. ._.. . . .. ____._ . ...._. . . ..__- ___ _. . . . .. _. _. TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at ihe spousal tax rate,or transfers under Sec.9116 (a)(12)X AO 15. 16. Amount of Line 14 taxable at lineal rate X .045 16. 17. Amount of Line 14 taxable atsiblingratex �p 1 � 380 � 885 . 43 » ]l65 � 706 . 25 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TaxDue..................................................................................................................... 19. 7. FiS � 706 . 25 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 � 1505610243 1505610243 � REV-1500 EX Page 3 File Number 21 - 12 _ U 1 Z�� DecedenYs Complete Address: DE E NT' NA MONORITI, ELIDIO J MR _ _ STREETADDRESS � � �� -�� - � - - � � ��--� ---� —� 100 MT. ALLEN DRIVE CITY � ___. ._..... . _ .. . __.. . .._. STATE . _ �ZIP_ . __. .._.. CUMBERLAND PA 17055 Tax Payments and Credits: i. Tax Due(Page 2,Line 19) (i) 165,706.25 2. Credits/Payments �-�� - � �----�� A� Prior Payments B. Discount � �� Total Credlts(A +g) (2) 0.00 3. Interest �� (3) 0.00 q. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENL (q) Check box on Page 2 Line 20 to request a refund ---- - 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE (5) 165,706.25 ___ 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 Vansferred:.........................................._........................__.......... �L_i I X I b. retain the right to designate who shall use the property Vansferred or its income;......._........................... i x I c. retain a reversionary interest;or.................................................................................................................. I:..:. f x I d. receive the promise for life of either payments,benefits or care?..............................................__,........._ � _ I x�� 2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?.................................................................................._........................._......_ ' I x I _ _ 3. i decedent own an"in Uust for" or payable upon death bank account or security at his or her death?......_. ,x I .. _I, 4. Did decedent own an Individual Retirement Account,annuiry,or other non-probate property which containsabeneficiarydesignatlon?..........................................................................._.................._........._.......... �!x� �,. .I IF THE ANSWER 70 ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILIE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before Jan. 1,1995,the tax rete 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 aker January 1, 1995,[he 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 hansfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax refum are still applicable even if[he surviving spouse is ihe only beneficiary. For dates of death on or after July 1,2000: •The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoplive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(12)]. •The tax rate imposed on the net value of Uansfers to or for the use of the decedenfs lineal beneficiaries is 4.5 percent,except as noted in 72 P.S.§9116 12)[72 P.S.§9116(a)(1)1. •The tax rate imposed on the ne�value of transfers to or for the use of the decedenPs siblings is 12 percent[72 P.S.&9116(a)(1.311. A sibling is defined under Section 9102,as an individual who has at least one parent in common with[he decedent,wfiether by blood or adoption. � SCHEDULE A �o„,„,o„„Eq�,„aFpE„„sY��q„w i REAL ESTATE INHERITHNCE Tq%FETVRN RESI�EM�oWE[JENT I _._ . . . .. .. _. _ _ _. ._. _.._ ..... . . .. .. . l__ _ .. . . . .. _... - .... . ... _.... I FILE NUMBER ESTATEOF MONORITI, ELIDIO J MR �2i - 12 -0�210 . _.... . ._ . . _ ._ .. ____. . .. ____. ___ . _. . __._ .___ -- All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wilfing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship rnust be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold. Include a copy of the deed showing decedenPs interest if owned as tenant in common. . . _._ . ... . ..... . _._.. ... ... .. .. _ _._ . ____ . ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH .. . . ... ._ _. . .. . . . ... . . . _ .. . . . . ___ . 1 HOME-5231 STRATHMORE DR 214,000.00 MECHANICSBURG PA 2 LOT-DUFFERIN AVE 2,900.00 PORT CHARLOTTE FL LOT 8 BLOCK 1157 3 LOT-14098 WHITTIER LANE 4,080.00 PORT CHARLOTTE FL LOT 29 BLOCK 4273 __ __ _ _ _ _ _ __ TOTAL(Also enter on Line 1, Recapitulation) 220,980.00 ' SCHEDULE B �oMMO„wE4��„�F,E„NS��q�,q STOCKS 8 BONDS wnEairnrvce rar REruRn aESioerroECeuervr � . � .. _ -. . __ _. �: . _. � - . . . . ._ —_.. .. - __. . . . . _ _.... - � FILE NUM@ER ESTATE OF MONORITI, ELIDIO J MR '21 - 12 -0'1210 _ _ . ._.. . ._. . ... . .. ... , .... . . ._. All propertyjointly-owned with right of survivorship must be disclosed on Schedule F. .. .. . . .. . ....... .__._.. ..__._ . ... . .. _ ___._. ,._.. _ . ____. .- __.. ITEM DESCRIPTION � UNIT VALUE VALUE AT DATE OF NUMBER DEATH 1 ' 83 SERIES E $50 BONDS DATED 1968-1974 21,859.64 0 ', ' i I ' I 2 ' 12 SERIES EE $50 BONDS DATED 1987-1988 ' 1,005.80 3 EDWARD JONES 270-10312-1-19 10.11 45,485.91 INVESCO FUND-4,499.101 UNITS 4 ' FIDELITY INVESTMENTS#2BN-053767-IRA 4,542.43 � 5 I', USAA FED SVGS BANK-#000420832-IRA ' S,898.38 6 ' PSECU IRA 12M0. CERTIFICATE MATURES 9/17/13 , �' 9,70923 7 HERITAGE INVESTMENT SERVICES ' 187,410.48 8 UNSECURED PROMISSORY NOTES 8 PSECU-ROTH IRA 60M0 CERTIFICATE MATURES 4/15/13 5,108.66 9 I, PSECU-ROTH IRA 60M0 CERTIFICATE MATURES 4/15/13 ', 5,108.66 ' i i 10 ', PSECU-12M0 CERTIFICATE MATURES 7/21/13 I I 17,325.36 11 WADDELL&REED NON-RETIREMENT ACCT.#35909876 li �I 96,503.58 � i i 12 WADDELL&REED RETIREMENT ACCTS.#32372005 , 8,966.13 13 AMERICAN FUNDS FUND A #50222090 62,305.93 14 ', USAA FED SVGS BNK-IRA 5,895.38 i _ _ _ _ _ TOTAL(Also enter on line 2, Recapitulation) '. 741,745.34 SCHEDULE B I STOCKS & BONDS il COMMONWEALTH OFPENNSYLVANIA II INHERIilUJLE TqX qETURN conti n ued RESNENT DECEDENT ESTATE OF MONORITI, ELIDIO J MR � � � �� FILE NUMBER� � �� 21 - 12 -01210 All propertyjointly-owned with right of survivorship must be disclosed on Schedule F. .. .. . . __.__. .. . __.._ ITEM �. DESCRIPTION �� UNIT VALUE �� VALUE AT�DATE OF NUMBER '��, '�� '.. DEATH 15 LEGACY TREASURY DIRECT#1300-071-3531 10 000.00 16 WELLS FARGO OPPORTUNITY FUND i 14,714.41 i 17 I WELLS FARGO AVTG PREM LG GROWTH-A ' 57,069.61 18 PA STATE EMPLOYEE RETIREMENT SYSTEM ' 12,529.09 19 GREAT WESTERN RETIREMENT SERVICES 151,738.74 ' COMM. OF PA DEF. COMP. PLAN , ' i 20 ', 88 SERIES EE $200 BONDS DATED 1988-2002 ' ' 18,567.92 I ' ' I i !i I Page 2 of Schedule B SCHEDULE E �� CASH, BANK DEPOSITS, 8� MISC. °°""""°"""E""„°F°E""s�`�""'" PERSONAL PROPERTY INHERITANCE TM HETOftN . aESioErvroECEUErvr '�. �� . . . _.._ .._ _... .._.. .. __. . _... , . . . . . _ .. . __ ._ .._ . __. .. _. . . . ESTATE OF MONORITI, ELIDIO J MR FILE NUMBER � 21 - 12 -01210 __ _ _ _ . - Include the proceeds of litigation and the da[e Ihe proceeds were received by the estate.All propertyjointly-owned with the right of �� survivorship must be disclosed on schedule F. __ ITEM � �� DESCRIPTION � � � � VALUE AT DATE OF NUMBER DEATH . . . . . . . . . . ..__. 1 CASH ON HAND 90.00 2 PNC PERSONAL SAVINGS 11-3702-2475 2,378.00 3 PNC CHECKING 51-1201-5736 1,922.00 4 PNC PREMIUM MONEY MARKET 11-3240-5899 2,965.00 5 SOVEREIGN BANK CHECKING 1711078948 8,003.72 6 CITIZENS BANK CHECKING 6103393764 30.10 7 M&T BANK C/D 31003917889338 11,935.10 8 MID PENN BANK CHECKING XXX0977 493.05 9 NCFCU SAVINGS XXX548 264.38 10 COMMONWEALTH ONE FCU SAVINGS 60917 31.16 11 AFFINION GROUP-PREMIUM REFUND 4.79 12 SAFE DEPOSIT BOX CONTENT-COINS 8,000.00 13 SAFE DEPOSIT BOX CONTENT-JEWELRY 9,411.00 __ _. __ _ — _ __ _ __ TOTAL(Also enter on Line 5, Recapitulation;l 45,528.30 SCHEDULEF coMnnoNwenur+oFar_Nnsv�vnNin JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN li RESIDENT OECEDENT .. I . _.. . . __... ESTATE OF MONORITI, ELIDIO J MR� � �� FILE NUMBER � _ __ 21 - 12 -01210 _ _ _ __ If an asset was made joint within one year of the decedenYs date of death, it must be reported on schedule G. . .. ._... _. . . .. ._. . . _._._.. . .._.. _._. ._._.__.. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT� � � FRANCES M BAR,4CK PO BOX 13532 Sister A PITTSBURGH PA 15243 JOINTLY OWNED PROPERTY: �p ITEM �ET7ER DATE �Include name of fina oialin�litu�tlo nan�tl baok sccount number DATE OF DEATH `7o OF '�. onrE oF oenTH NUMBER FOR JOINT MADE o�similar identifying number.Attach deed forjointly-held real VALUE OF ASSET i DNCD S � oeceoeNrs wreaesT � TENANT JOINT '�,estate. INiEREST�� . ______._ .. __ . ... .._. .__ . ____—_. .. 1 ', A 01/01/2005 ' PNC INTEREST CHECKING zsa,sa5.00 50% 132,292.50 ' #1134190924 2 A 01/01/2005 PNC PREMIUM MONEY MARKET so,aozoo �i� 50% 30,403.50 ' #1137958652 j I I , � 3 ' A 01/01/2005 MEMBERS FIRST FCU SAVINGS , i2s.00 �!i 50% 61.50 #127737 ' � ' 4 A 01/01/2005 ' MEMBERS FIRST FCU C/D 127737 j ez,sozoo I, 50% ' 26,153.50 � i � 5 A 01/01/2005 '�, MEMBERS FIRST FCU C/D 127737 i 52,3m.00 50% ', 26,153.50 , 6 A 01/01/2005 �, COMMUNITY BANK CHECKING #11009101 ' 2,��z.00 50% ', 1,056.00 7 ' A ' 01/01/2005 I COMMUNITY BANK C/D 1102821 ss,sss.00 50% ' 29,779.50 8 A ' 01/01/2005 ', COMMUNITY BANK C/D 1102822 as,3s5.00 '', 50% 23,192.50 9 ', A I 10/29/2012 CITIZENS BANK CHECKING 6236368310 1s,23s.32 �I 50% 8,118.16 I 10 A � 01/01/2005 AMERICA CHOICE FCU 38658 3 C/DS ', �ooa2s.sa I�I 50% 50,364.77 � , , I 'i � � ' I I , , . _I _ TOTAL(Also enter on line 6, RecapitWation) 392,633.40 SCHEDULEF JOINTLY-OWNED PROPERTY COMMONWEALTHOFPENNSYLVANIA I J '�, INHERITANCETA%RETURN �. COI�tI�IUCU . RESI�ENTDECEDENT _ . . . ESTATE OF MONORITI, ELIDIO J MR I FILE NUMBER _ . �, 21 - 12-01210 _ . . _ .. . .. _.._.. . . _ _. _._.. . If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. . . .. ._ ._.___. .. .. . . __._. __._.. .... . . ... . ..._.. _.. JOINTLY OWNED PROPERTY ITEM � In6lude name o�D9 nc aIIPSiONI�and ba k acc�nt number VA UE OF ASS T ', DnrE OF DEA7H LETTER DATE oOF ' NUMBER FOR JOINT MADE or simJar identi in number.Attach deed for�ointl -held real DI CD S , vnLUE OF TENANT JOINT esjla[e. . � INTEREST'i DECEDENT'S WTEREST r . 11 A 01/01/2005 �i AMERICA CHOICE FCU 38658 SAVINGS , a,sit.�o 50% ', 4,455.55 , 12 A OS/14/2012 ' COMMUNITY BANK C/D 1102141 �o,53i.�3 50% , 5,265.87 13 A 03/03/1988 ' PSECU-CHECKING 4z 6� ' S0% 21.34 14 A 03/03/1988I, PSECU-SAVINGS 93J81_79 , 50% 41,590.90 15 ' A 07/11/2011 PSECU-CERTIFICATE 2�.448.6� ', 50°/a 13,724.31 ' 'i II I ' i i j � ii ' I ' i ' i i � i , � , i i ' ' ' Page 2 of Schedule F COMMONWEALTHOFPENNSVLVANIA SCHEDULE G � ��HER�TAN�ETAXRE*�RN ' INTER-VIVOS TRANSFERS 8� ResioeHTOECEOeNT MISC. NON-PROBATE PROPERTY � i _ _ _ __ ESTATE OF MONORITI, ELIDIO J MR � � � � �� I�FILE NUMBER �� _ _ _ . . 21 - 12 -01210 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.� � �� ITEM DESCRIPTIONOFPROPERTY �'� UATEOFDEATH � ��F EXCWSION NUMBER . ��IUtletM1enameoftnetransferee,theirralationship�odecetlenl � VALUEOFASSET '�. DEC05 �,�IFAPPLICABIE) � Tf�fiBLEVALUE � antl[he tlale of Vanstei. At�ach a wpy of t�e deed fo�real estale. ��, INTEREST . 1 THE SOVEREIGN ONE ACCT. #1711078948 s�,sas.00 '', 100% ', 31,986.00 2 ' W ELLS FARGO#1010150969051 �I z.szzss '', 100°/� �' Z,g27.5g i 3 WELLS FARGO #3294446830 � �o,5as.so �pp�� 10,546.60 4 ', WELLS FARGO#1010059264433 2,ss2.a� 100% 2,662.41 ' i 5I WELLSFARGO#5284434791 , ioo.o� �' 100% ', 100.01 , ; � � 6 COMMUNITY BANK C/D 1102820 'i io,5so.as ' S0% 5,27523 I ' i I I i i !, ' i ' ' II � i ' ' � , i � TOTAL(Also enter on line 7, Recapitulation) 53,497.84 . � SCHEDULE H COMMONWEFL�T�HOFPENNSYLVANW ��ry��p�/� �/�/�S{�(� I!� INHERITPNCETA%RELURN /�y,J�r�INN1IVI��IWIJ � ftESI�ENT DECE[IENT � . . . � . . . ___ . . . ;I FILE NUMBER . . __. ..... . .. ESTATE OF MONORITI, ELIDIO J MR 21 - '12 -01210 _ . Debts of decedent must be reported on Schedule�L � � � � ITEM . . .. . . . . . ._ . . . . _ . _ .. . . . NUMBER �� FUNERAL EXPENSES: . . DESCRIPTION . AMOUNT A. 1 , FRANK F DEBOR FUNERAL HOME ' 15,861.22 ' � 2 I, CATHOLIC CEMETARY-CALVERY-DISCOVER CARD I 1,345.00 3 FLOWERS-DISCOVER CARD 700.80 4 FUNERAL LUNCH-DISCOVER CARD 725.00 5 ' FATHER RUDY-CASH 2O0.00 B. Ii pDMINISTRATIVE COSTS: ''�, 1. ', Personal Representative's Commissions '�, I,i Name of Personal Representative(s) I� ' '�. StreetAddress ��', '�, City State Zip '�.. i '�, Year(s)Commission paid '��, z ' Attorney's Fees ROBERT O LAMPL ESQ ' 20,000.00 3. '�. Family Exemption: (If decedenPs address is not the same as claimanPs,attach explanation) ��'�. �'�, Claimant �� '� Street Address �I � Ciry State Zip '��. Relationship of Claimant to Decedent '. a. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 234.00 5. AccountanYs Fees MARTIN R BUJAKY-CPA 15,000.00 6. Tax Return Preparer's Fees MARTIN R BUJAKY-CPA 12,500.00 7. Other Administrative Costs 1 DRILL SAFETY DEPOSIT BOXES 300.00 TOTAL(Also enter on line 9, Recapitulation) 70,830.84 � Sdiedule H Fur�eral E�erue�& COMMONWEALTHOFPENNSYLVANIA ', INNF.RITANCETAXRETURN Ackninis4ativeCastscbnfinued . RESIDFNTOECEDENT . .. . . _. . . . . . _ ESTATE OF MONORITI, ELIDIO J MR FILE NUMBER _ . _ 21 - 12 -01210 2 TRAVELEXPENSES 612.10 3 ADDITIONAL EXPENSES-IIST ATTACHED 3,352.72 I i ,I i ' I Page 2 of Schedule H SCHEDULEI � � DEBTS OF DECEDENT, MORTGAGE °°"'„„Ea,r�;�t7�;qE"�R„^"'^ LIABILITIES, 8 LIENS aESioErvT oECEOEHr . .. . . ... . . .. .__ .-. .-_ _. - . .. ... -- ... - � IFILENUMBER... _._. . . _ . _ ESTATE OF MONORITI, ELIDIO J MR ,2� - 12 -oi��2�o Report debts incurred by the decedent prior[o death that remained unpaid at Ihe date of death, including unreimt�ursed medical expenses. . . . . . ... _ _..... . _........ .. _ . . . __-._ _ ITEM DESCRIPTION AMOUNT NUMBER 1 _ _ _ 0.00 2 MIKE SMITH-LAWN SERVICE ON 10/16/12 AND 10/24/12 100.00 3 GRAN-U-LAWN 217.86 4 HEARTLAND PHARMACY 88.43 5 MESSIAH LIFEWAYS AT MESSIAH VILLAGE 1,998.00 6 WEST SHORE EMS 174.23 7 VERIZON 73,27 8 PA AMERICAN WATER 16.82 � � �� TOTAL(Also enter on Line 10, Recapitulation) �� 2,668.61 REV4513 E%4(11-08) I SCHEDULEJ ' COMMONWEALTHOFPENNSYLVANIA BENEFICIARIES �� INHERITANCF.TAX RETURN � RESIDENtDECE�ENT ESTATE OF MONORITI, ELIDIO J MR il FILE NUMBER _ __ _ 21 - 12 -01210 ' � RELATIONSHIP TO �� SHARE OF ESTATE �AMOUNT OF ESTATE NUMBER '�, NAME AND ADDRESS OF PERSON(S) ��. DECEDENT '�, (Words) ($$$) RECENINGPROPERTY �� ooHOtustrrustee(s� '�� ,TAXABLEDISTRIBUTIONS[includeoutrightspousal� �, �I � '�.. distribuhons,and transfers ��. '�, � '�,. under Sec.9116(a)(12)] ', '�,, 1 ', Enter Name/Address Here ', �! ' � ' i 2 FRANCES M BARACK I Sister ' 100 ', 1,380,885.43 PO BOX 13532 ' PITTSBURGH PA 15243 I I I ' i , , I , ' ' Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 coverlsheet,as appropriate. �, II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN EIECTION TO TAX IS NOT TAKEN i i j B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I II TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LWE 13 OF REV-1500 COVER SHE!ET'�, 0.00 WILL ' DF N`RANCES M.BARACK I,FRANCES M.Bt1I2RACK, of Pittsbuigh,Pennsylvania, declare this to be my will, and I revoke all previous wills and codicils that I have made. ARTICLEI A. I give my tangible persona] property (together with any assignable insurance policies thereon), including any household fumihtre and fiunishings, automobiles, hooks, pictures, jewelry, art objects, hobby equipment and collechons, wearing apparel, and other ar[icles of household or personal use or omament, but excluding coins held for inveshnent and paper currency, to my husband, ANTHONY J. BARACK ("my spouse"), if my spouse survives me, or, if not, to my children who survive me, to be divided as they shall agree or, if'they shall fail Yo agree upon a division within six months after the date of my death, in shazes of substantially equal value as my executor shall detennine. B. I may leave a memorandum (whicl� is not to be a part of this will) listing some of the items described in paragraph A of this Article that I wish certain persons to have and request (but do not require) that my wishes as set fi�rth in the memorandum be observed. C. All costs of safeguarding, insuring, packing, and storing my tangible personal property before its distnburion and of delivering each item to the residence of the beneficiary of that item sha116e treated as administration expenses. ARTIG7.E II I give my residuary estate, which shall not include any property over which I have power of appoinhnent, to my spouse, if my spouse surdtves me, or, if not, �er srimes,to my descendants who survive me. , _ . ARTICLEIII My executor sliall pay from myresiduary estate all estate and inhentance taxes (including any interest and penalties) and all administration expenses, payable in any jurisdiction by reason of my death, whether or nof the assets generating Those taxes and expenses pass under this will. The preceding items sliall be charged generally against the principal of my residuary estate, without appor4onment. I waive a�ry right of reunbursetnent for, recovery of, or contriburion towazd the payment of those taxes, except that, to the maximum .extent perniltted by law, my executor shall seek rennbtusement for, recovery of, or eonhibution toward the pxyment of estate ta�ces attributable to properiy which is included in my gross estate ui�der Section 20:56, 2041 or 2044 of the Code,and which taxes aze not otherwise paid or payable. ARTICLE IV A. I name my daughter,Marianne Morgano as executor of ltus will. In -�'" the event that she is unwilling or unable to act in this capacity,I name my sons, Joseph A. Barack and Anthony F.Baxack,as cocxecutors,to serve in her stead. B. No executor stiall be required to fumish bond or security. C. My executor shall make such elections and allocations under the ta�c laws as my executor cunsiders advisable(whett�er or not the election or allocation relates to property passing under this will), without regard to, or adjustments Uetween, principal and income or the relative interests of the beneficiaries. D. I[ is my express intent and desire that my attorney, MARK C. 70SEPH,ESQ.,be contacted to represent my estate. I signed this will on��/1/�' �� , 2001. �� CESM.BARACK � vv�i�� . ♦n.+..�a�� . .-v.�_�.�.� ..s..e.:.:.. . �-yn:w- .._.-'—i -�-�...:- .....�. , . . .. .. .-. . -. .'__..—.-'._. .-- . .. ) ��. . . . ... COUNTY OF ALLEGI�NY ) � . We, R/�SEI�/�;Cl� �UT7.aU1K, Y' 4 - �J V�/� . and�(�REf—T T/�ORN yi9 ,the witnesses whose names are signed to the attached or foregoing insh�ument,being duly qualified according to Iaw do depose and say that we were present and saw the testatrix sign and execute the instruinc�sit as her Last Will;that the testatrix signed willingly and axecuted it as her free and voluntary act for the purposes therein expressed; that each subscribing witness n�the hearing and sight of the testahix signed[he will as a cvit�ess;and that to the best of our laZOwled@;e the testatrix was at that time eightean or inore years of age,of sound mind and undcr no constraint or undue influence. �� Witnes C , �.'... Z Witness _ Q t Witness I,FRANCES M.BARACK,testatrix whose name is signed Co the attached or foregoing inshument,having been duly qualified according to]a�y, do hereby aclmowledge that I signed and executed the instrument as my Last Will;that I signcd it wiRingly; and that I signed it as my free and voluntary act for the purposes t�ierein expressed. . p�j ��;�;,L,��.{j . -A��.�,i� Frances M:Barack i Subscribed and swom to and aclmowledged before me hy Frances M. Barack,the Tes[atrix, and subscribed and swom to before me by�Q�,g��y��K EL _, and � , witnesses, on ,2001. .s�� Notary Public ' _ My Comm. Exp.: Notariel Sea1 Qebara L.Romar3teiW,N�iy p�p� . � Ciry of PiltiakwgJb.Nle � N1y Commisaton Expp��y,�y�� .. Mamhor�Pennry{va�ge/ls&7qei�n otPLNat198 , Y On tl�e date last above written,we saw FRANCES M.BARACK,in our presence, sign the foregoing instru�nent at its end. She then declared it to be;her will and requested us to act as witnesses to it. We then,in her presence and in the presence of each bther,signed our names as attesfing witnesses,believing her at all times herein mentioned to be of sound mind and memory and not acting under consfraint of any Idnd. �� ' � /� /J Residing at �°c�/�_(_�iF��-x-«-/C. � �a /�-� a 6 � �---.. Residing at �O�{d ��o�� ' .vg_ ��`f��. �� f, f'� I S L�- s------ � � Residingat �yp� ��LMA� �(/� _ __ P� � P� . is�r� , � w � �. � � � N � �e � �� rE � � � - ° � � O�. � � � � _ a y � �o v� � ° ; � � ° a' 3C �Oa �� ♦ r y � �� /� � (� \ J H '7q � A COMMONWEALTH OF PENNSYLVANIA SHORT' CERTIFICATE COUNTY OF CUMBERLAND I, GLENDA FARNER STRASBAUGH Register for the Probate of Wills and Granting Letters of Administration in and for CUMBERLAND County, do hereby certify that on the 16th day of November, Two Thousand and Twel ve, Letters TESTAMENTARY in common form were qranted by the� Register of said County, on the estate of EL/D/O J MONOR/T/ , late of UPPER ALLEN TOWNSH/P (Fiisr,Miedle,tastl in said county, deceased, to MARIANNEMORGANO (Firs[Middle,tast) and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 19th day of November Two Thousand and Twelve. File No. 2012- 01210 PA File No. 21- 12- 1210 Date of Death 11/03/2012 S. S. # 206-18-9784 4 e rs . �s \ I �, Depu NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEiAL HIG59(15 REV.U1091 T6is is to certify that this is a aue copy o£the i�eco�d which is on file in che Pennsylvania Depaziment uf I-iealth, in accordance rvich che Vital Stxtis[ics Law of 1953,ac amendcd. WARNING: It is iklegal fo duplicafe this copy by pho#nstat or pl�otograph. Certified true ar,d carrect copy by t.aure�ce A Nefsh,Esq this � 3lstda ofOctaber,2072. �"'�'��"`"" d'�ti�a�%, �a"^��t-- Y pIYN�F pF� �'�@�"�" yY� �;�3`->¢`'_= _ y= Linda A. Caiu lia . o :_w�.��:;.:�� S � 3tg�,: -' - ::,.y�` State Regisrrac . $e°� . i'sf w, { .�(3t' �1.3 S°F,�q s.. ,� -4y?t�s � '�� L410 __ 'PrAfENT 0��`a No. . ",,,,°,n Datc ios�ia9 rtv nrmoa C0AIMONWEALTH OF PENNSYWANIA�LIEPAFTMEN7 OF HEALTH•VITAL RECOFDS (�r�[(y2('� nPeirnwrn 1/Gl?7J7 ��r CERSlFICATB 4F QEATH {See�fstrvdtonsand�amptesonreverse) snhca��uem , I.M1TmeolOeretlmi�Vi3AryA9e,laqsuffi; 25m e.5otla6ecupyNUmbd I.�veolpaeN�ApnhtlagYwQ Ruth E.Monoritl Female 244 — 26 —5197 March 17,2010 '� s.nyelusiannary) uwmlpa� waer�an uo.naannµ4nNa tev) xe' ncef�ir�sdemMep.muqq B�.ppcedoe�ICnee4anyaeY — Y .� (urWS Nri iw wm �b�Pkv, pTe: ' 84 ��s � Janaaty i$,M1926 Pine level,N.G. Q�eeeM Clcntor�wu�rc Oooa m�xo�re On�mrc. 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