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HomeMy WebLinkAbout02-25-14 (3) � � 1505610143 REV-1500 EX`°�_„> ��fi OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes OEPARTMENTOFREVENUE Po sox2soso� INHERITANCE TAX RETURN 21 13 0773 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 06 28 2013 O1 31 1916 DecedenYs Last Name Suffix DecedenYs First Name MI COTSARELIS ELIAS N (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. Original Return � 2. Supplemental Retum � 3. Remainder Retum(Date of Death Priorto 12-13-82) � 4. Limited Estate I� qa, Future Interesc Compromise � ' S. Federal Estate Tax Return Required (date of death after 12-12-82) 6 Decedent Died Testate ] Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes I X� (Atlach Copy of Will) (Attach Copy of TrusQ � 9. Litigation Proceeds Received Cj �� between1231 9j y dit(Da95�f Death �� ��.Election to tax under Sec.9113(A) T (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number LEONARD TINTNER ESQUIRE 717 236 9377 REGISTER OF WILLS USE ONLY First Line of Address 315 NORTH FRONT STREET� r-; -�-, Second Line of Address - � Y� D,4TE'FILEO � -J City or Post Office State ZIP Code � ' ` -' HARRISBURG PA 17101 ' - .__ , :. ., ` - : r� CorrespondenYs e-maii address: �tintner@btpalaw.com .r= --�- "'�T Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE 1 � � �, / `�,� � Nick Cotsarelis f�Jj r� , ,�t�/� c y i ADDRESS 904 Will f Drive Mechanicsburq, PA 17050 SIGNAT�(1RE F P EPARER OTH T E TIVE - DATE f, --�", ;, - Leonard Tintner, Esquire ��/ ;. G:� � ADDRE S 315 North Front Streef, Harrisburg, PA 17101 Side 1 � 1505610143 15D5610143 � � 1505610243 REV-1500 EX DecedenYs Social Security Number Decedent'sName: COtSaI'eI1S� Elias N. RECAPITULATION 1. Real Estate(Schedule A).......................................................... ............................ �. 349, 000 . 00 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 544 , 647 . 80 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous f�a�-Probate Property (Schedule G) U Separate Billing Requested............ 7. g, Total Gross Assets(total Lines 1 through 7)........................................................ g. $93 , 647 . 80 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 77 , 247 . 62 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 1 , 345 . 35 11. Total Deductions(total Lines 9 and 10)................................................................ ��. 7 8 , 5 92 . 97 12. Net Value of Estate(Line 8 minus Line 11).......................................................... �2. 815 , 054 . 83 �3. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. S 15 , 054 . 83 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 0 . 0 0 (a)(1.2)X.00 15. 16. Amount of Line 14 taxable 815 , 054 . 83 16. 36 � 677 . 47 at lineai rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 � . 0� 18. � . �� 19. TAXDUE................................................................................................................ 19. 36 , 677 . 47 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 � 1505610243 1505610243 J REV-1500 EX Page 3 File Number 21-13-0773 DecedenYs Complete Address: DECEDENT'S NAME Cotsarelis, Elias N. _ __ STREET ADDRESS 3817 Copper Kettle Road CITY �STATE ZIP Camp Hill � PA 17011 Tax Payments and Credits: 1. Tax Oue(Page 2, Line 19) (1) 36,677.47 2. Credits/Payments A. Prior Payments 33,500.00 B. Discount 1,763.16 Totaf Credits(A +B) (2) 35,263.16 3. Interest �3� q, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund 5. If Line 1 +�ine 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) �,414.3� Make Check Pa able 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:............................................................................... ❑ ❑I�X� b. retain the right to designate who shall use the property transferred or its income:.................................. ❑ Iu c. retain a reversionary interest;or.................................................................. ............................................ . x 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 death without receivingadequate consideration?.................................................................................................................... ❑ � 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ � 4. Did decedent own an individual retirement account, annuity,or other non-probate property which contains a beneficiary designation?.................................................................................................................. ❑ � tF 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 January 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 the 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 adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)j. . The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in [72 P.S.§9116(a)(1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedenYs 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 decedent,whether by blood or adoption. Rev-1502 EX+(01-10) SCHEDULE A pennsylvania REAL ESTATE DEPARTMENT OFREVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF IFILE NUMBER Cotsarelis, Elias N. 21-13-0773 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 willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must 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 decedenYs interest if owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 317 Market Street-City of Harrisburg, Dauphin County, Pennsylvania (see appraisal 140,000.00 attached) Commercial Property 2 3817 Copper Kettle Road -Camp Hill, Cumberland County, Pennsylvania 209,000.00 TOTAL(Also enter on Line 1, Recapitulation) 349,000.00 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule A(Rev.01-10) Rev-1508 EX+(11-10) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OFREVENUE INHERITANCETAXRETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF IFILE NUMBER Cotsarelis, Elias N. 21-13-0773 Inciude lhe proceeds of litigation and the date the proceeds were received by the estate. All property jointly-ownedwith the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Citizens Bank 238,904.75 2 M&T Bank-Checking Account No. 23527315 2,541.71 3 M&T Bank-Savings Account No. 15004216635902 4,492.45 4 Members 1st Federal Credit Union-Regular Savings Account No. 258990-00 5.60 5 Members 1st Federat Credit Union-Certificate of Deposit No. 258990-40 84,059.03 6 Members 1st Federal Credit Union -Certificate of Deposit No. 258990-41 48,530.69 7 Members 1st Federal Credit Union-Certificate of Deposit No. 258990-44 65,043.27 8 Pennsylvania State Bank-Close Account No.XXXX6636 of Helen Cotsarelis (deceased) 5,000.00 9 Sovereign Bank-Certificate of Deposit No.0575267414 94,570.30 10 Personal Property 1,500.00 TOTAL (Also enter on Line 5, Recapitulation) 544,647.80 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev. 11-10) REV-1511 EX+(�0-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE F U N E RA L EXP E N S E S A N D INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Cotsarelis, Elias N. � 21-13-0773 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q. FUNERAL EXPENSES: See continuation schedule(s) attached 13,143.79 B, ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Nick Cotsarelis StreetAddress 904 Willcliff Drive city Mechanicsburg state PA zio 17050 Year(s) Commission Paid 26,500.00 2. Attornev's Fees Boswell, Tintner& Piccola 26,500.00 3. Family Exemption: (If decedenYs address is not the same as claimanYs, attach explanation) Claimant Street Address City State Zio Relationshio of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 463.50 5. AccountanYs Fees 6. Tax Return Preparer's Fees Boswell, Tintner 8� Piccola 500.00 7. Other Administrative Costs 10,140.33 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 77,247.62 Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Cotsarelis, Elias N. 21-13-0773 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex�enses 1 Neil Funeral Home, Inc. -funeral 10,168.79 2 Nick Cotsarelis-reimbursement for memorial luncheon for family members 241.00 3 Rolling Green Cemetery Company-funeral 1,924.00 4 St. Catherine Philoptochos Society-Funeral luncheon 810.00 H-A 13,143.79 Other Administrative Costs 5 Boones Property Management-cleaning -3817 Copperkettle Road,Camp Hill, PA for sale 604.55 listing 6 Boswell, Tintner 8� Piccola-Closing Costs 375.00 7 Citizens Bank-printing checks 21.34 8 City of Harrisburg -Landlord Privilege License-317 Market Street, License No.42329 40.00 9 Corbin &Associates -Commercial property appraisal-317 Market Street, Harrisburg, PA 1,500.00 10 Cumberland County Law Journal -legal advertising 75.00 11 Dauphin County Treasurer-County Realty Tax-317 Market Street, Harrisburg, PA 507.35 12 Hampden Township-sewer/trash 342.75 13 Harrisburg City Treasurer-2013-2014 Realty School Tax-317 Market Street, Harrisburg, PA 1,961.52 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF IFILE NUMBER Cotsarelis, Elias N. 21-13-0773 ITEM NUMBER DESCRIPTION AMOUNT 14 Harrisburg City Treasurer-City Realty Tax-317 Market Street, Harrisburg, PA 1,376.86 15 Kevin Keller-lawn care(Jul. 2013-Dec. 2013) 245.00 16 Michael Langan, Treasurer/Tax Collector-Cumberland Valley 2013-2014 Realty School Tax- 1,728.47 3817 Copperkettle Road, Camp Hill, PA 1011 17 Nick Cotsarelis -reimbursement for translation of grandfather's documents in Greece 340.20 18 Pennsylvania America Water-water(Aug. 2013-Feb. 2014) 57•98 19 PPL Electric Utilities -electric and heat(Jul. 2013-Feb. 2014) 701.67 20 Sovereign Bank-date-of-death letter fee 20.00 21 The Sentinel -legal advertising 242.64 H-B7 10,140.33 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1512 EX+�12-08) SCHEDULE 1 pennsyivania DEBTS OF DECEDENT, DEPARTMENT OFREVENUE INHERITANCETAXRETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF IFILE NUMBER Cotsarelis, Elias N. 21-13-0773 Report debts incurred by the decedent prior to death that remained u�paid atthe date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH , 1 Camp Hill Emergency Physicians -medical 42.91 2 Holy Spirit Hospital -medical 1,006.40 3 Internists of Central PA -medical 107.56 4 Omnicare Pharmacy Services of Eastern PA-prescriptions 26.99 5 Quantum Imaging -medical 2�•6$ 6 West Shore EMS-BLS -ambulance 133.81 TOTAL(Also enter on Line 10, Recapitulation) 1,345.35 (If more space is needed,additional pages of the same size) Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-1513 EX+(Ot-10) pennsylvania SCHEDULE J DEPARTMENT OFREVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Cotsarelis, Elias N. 21-13-0773 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not list Trustee s I� TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec. 9116 a 1.2 George Cotsarelis Son 1/3 residue 1041 Derwydd Lane Berwyn, PA 19312 Nick Cotsarelis Son 317 Market 904 Willcliff Drive Street, Mechanicsburg, PA 17050 Harrisburg, PA and 1/3 residue Frances Kennedy Kanealy Daughter 3817 Copper 5408 Hubbard Court Kettle Road, Louisville, KY Camp Hill, PA and 1/3 residue Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet, as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev. 01-10) LAST WILL OF ELIAS N. COTSARELIS r-,- � w �' m rn o c� LEONARD TINTNER. ESQUIRE r°D �° � � � � � BOS\NELL, i ii�T��E� & riCC��,-�°�.. n r" �--� �; ;� 315 North Front Street n� � � °r' � � PO Box 741 z � � � � Harrisburg, Pennsylvania 17101 c o ° � � °°� (717) 236-9377 �" � ^' c� .-� ; � c.� --= rr� —i T"— �„ F—� � `�'i W LAST WILL AND TESTAMENT OF ELIAS N. COTSARELIS Introductory Clause. I, ELIAS N. COTSARELIS, a resident of and domiciled in Camp Fiill, County of Cumberland and Commonwealth of Pennsylvania, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils at any time heretofore made by me. � am not current!y married. I have three living children: NICK COTSARELIS of Mechanicsburg, Pennsyvlania, GEORGE COTSARELIS of Berwyn, Pennsylvania and FRANCES COTSARELIS KANEALY of Louisville, Kentucky. ITEM 1. Direction to Pay Debts. I direct that all my legally enforceable debts, secured and unsecured, be paid as soon as practicable after my death. ITEM 2. Direction to Pay All Taxes from Residuarv Estate. I direct that all estate, inheritance, succession, death or similar taxes (except generation-skipping transfer taxes) assessed with respect to my estate herein disposed of, or any part thereof, or on any bequest or devise contained in this my Last Will (which term wherever used herein shall include any Codicil hereto), or on any insurance upon my life or on any property held jointly by me with another or on any transfer made by me during my lifetime or on any other property or interests in property included in my estate for such tax purposes be paid out of my residuary estate and shall not be charged to or against any recipient, beneficiary, transferee or owner of any such property or interests in property included in my estate for such tax purposes. ITEM 3. Specific Devise of Residential PropertX. I give and devise the following real estate: A. To my daughter, FRANCES COTSARELIS KANEALY of Louisville, Kentucky, my real estate located at 3817 Copper Kettle Road, Camp Hill, Pennsylvania 17011. B. To my son, NICK COTSARELIS, of Camp Hill, Pennsylvania, my real estate located at 317 Market Street, Harrisburg, Pennsylvania. Page 1 ITEM 4. Specific Devise of PropertX - I give my interest in my properties in Greece, as follows: A. 24 stremata (acres), which is the Olive Gardens, in New Avorani, Angrinion, Greece, equally, to my son, George Cotsarelis and my daughter, Frances Cotsarelis Kanealy. B. 3 stremata (acres), which includes the house in New Avorania, Angrinion, Greece, to my son, Nick Cotsarelis. C. My apartmPnt in Agrinion, Greece, to my granddaughters, Julia Cotsarelis and Helen Cotsarelis. ITEM 5. Outright Gift of All Propert�. 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, absolutely in equal shares to my children NICK COTSARELIS, GEORGE COTSARELIS and FRANCES COTSARELIS KANEALY. If any of my children shall not survive me, then I give, devise and bequeath all of the property to my surviving children in equal shares, provided, however, the then living issue of a deceased child of mine shall take per stirpes the share their parent would have taken had he or she survived me. ITEM 6. Naming the Personal Representative, Personal Representative Succession, Personal Representative's Fees and Other Matters. The provisions for naming the Personal Representative, Personal Representative succession, Personal Representative's fees and other matters are set forth below: a. Naming an Individual Personal Representative. I hereby nominate, constitute, and appoint as Personal Representative of this my Last Will and Testament NICK COTSARELIS and direct that he shall serve without bond. b. Naminq Individual Successor or Substitute Personal Representative. If my individual Personal Representative should fail to qualify as Personal Representative hereunder, or for any reason should cease to act in such capacity, the successor or substitute Personal Representative who shall also serve without bond shall be GEORGE COTSARELIS. c. Fee Schedule for Individual Personal Representative. For its services as Personal Representative, the individual Personal Representative shall receive reasonable compensation for the services rendered and reimbursement for reasonable expenses. Page 2 ITEM 7. Definition of Personal Representative. Whenever the word "Personal Representative" or any modifying or substituted pronoun therefor is used in this my Will, such words and respective pronouns shall include both the singular and the plural, the masculine, feminine and neuter gender thereof, and shall apply equally to the Personal Representative named herein and to any successor or substitute Personal Representative acting hereunder, and such successor or substitute Personal Representative shail possess all the rights, powers and duties, authority and responsibility conferred upon the Personal Representative originally named herein. ITEM 8. Powers for Personal Representative. By way of illustration and not of limitation and in addition to any inherent, implied or statutory powers granted to Personal Representatives generally, my Personal Representative is specifically authorized and empowered with respect to any property, real or personal, at any time held under any provision of this my Will: to allot, allocate between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with respect to, continue any business of mine, convey, convert, deal with, dispose of, enter into, exchange, hold, improve, incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise options with respect to, take possession of, pledge, receive, release, repair, sell, sue for, to make distributions or divisions in cash or in kind or partly in each without regard to the income tax basis of such asset, and in general, to exercise ali the powers in the management of my Estate which any individual could exercise in the management of similar property owned in his or her own right, upon such terms and conditions as to my Personal Representative may seem best, and to execute and deliver any and all instruments and to do all acts which my Personal Representative may deem proper or necessary to carry out the purposes of this my Will, without being limited in any way by the specific grants of power made, and without the,necessity of a court order. ITEM 9. Discretion Granted to Personal Representative in Reference to Tax Matters. My Personal Representative as the riduciary of my esiate shall have the discretion, but shall not be required when allocating receipts of my estate between income and principal, to make adjustments in the rights of any beneficiaries, or among the principal and income accounts to compensate for the consequences of any tax decision or election, or of any investment or administrative decision, that my Personal Representative believes has had the effect, directly or indirectly, of preferring one beneficiary or group of beneficiaries over others; provided, however, my Personal Representative shall not exercise its discretion in a manner which would cause the loss or reduction of the marital deduction as may be herein provided. In determining the state or federal estate and income tax liabilities of my estate, my Personal Representative shall have discretion to select the valuation dat� and to determine whether any or all of the allowable administration expenses in my estate shall be used as state or federal estate tax deductions or as state or federal income tax deductions. Page 3 ITEM 10. Definition of Chiidren. For purposes of this Will, "children" means the lawfui blood descendants in the first degree of the parent designated; and "issue" and "descendants" mean the lawful blood descendants in any degree of the ancestor designated; provided, however, that if a person has been adopted, that person shail be considered a child of such adopting parent and such adopted child and his or her issue shall be considered as issue of the adopting parent or parents and of anyone who is by blood or adoption an ancestor of the adopting parent or either of the adopting parents. The terms "chiid," "children," "issue," "descendant" and "descendants" or those terms preceded by the terms "living" or "then living" shall include the lawful blood descendant in the first degree of the parent designated even though such descendant is born after the death of such parent. The term "per stirpes" as used herein has the identical meaning as the term "taking by representation" as defined in the Pennsylvania Probate Code. ITEM 11. Definition of Words Relating to the Internal Revenue Code. As used herein, the words "gross estate," "adjusted gross estate," "taxable estate," "unified credit," "state death tax credit," "maximum marital deduction," "marital deduction," "pass," and any other word or words which from the context in which it or they are used refer to the Internal Revenue Code shall have the same meaning as such words have for the purposes of applying the Internal Revenue Code to my estate. For purposes of this Will, my "available generation-skipping transfer exemption" means the generation- skipping transfer tax exemption provided in section 2631 of the Internal Revenue Code of 1986, as amended, in effect at the time of my death reduced by the aggregate of (1) the amount, if any, of my exemption allocated to lifetime transfers of mine by me or by operation of law, and (2) the amount, if any, I have specifically allocated to other property of my gross estate for federal estate tax purposes. For purposes of this Will if at the time of my death I have made gifts with an inclusion ratio of greater than zero for which the gift tax return due date has not expired (including extensions) and I have not yet fi�ed a return, it shall be deemed that my generation-skipping transfer exemption has been allocated to these transfers to the extent necessary (and possible) to exempt the transfer(s) from generation-skipping transfer tax. Reference to sections of the Internal Revenue Code and to the Internal Revenue Code shall refer to the Internal Revenue Code amended to the date of my death. ITEM 12. Statement by Testator of Intent Not to Exercise Power of Appointment. I hereby refrain from exercising any power of appointment that I may have at the time of my death. ITEM 13 Simultaneous Death Provision Presuming Beneficiary Predeceases Testator. If any beneficiary and I should die under such circumstances as would make it doubtful whether the beneficiary or l died first, then it shall be conclusively presumed for the purposes of this Will that the beneficiary#�redeceased me. Page 4 Testimonium Clause. IN WITNESS WHEREOF, I have hereunto set my ha� and affixed my seal this 15�"'�day of December, 200�'c�� (, j� ����� jV � � � � (SEAL) ELIAS N. COTSARELIS Attestation Clause. The foregoing Will was this �� day of December, 2008, signed, sealed, published and declared by the Testator as and for his Last Will and Testament in our presence, and we, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses on the above date. � l/�,, of G� -�.u�.;��.I o f l�/`n i S�-�� �� of _ � Page 5 PROOF OF WILL Commonwealth of Pennsylvania Self-Proving Affidavit County of DAUPHIN We, ELIAS N. COTSARELIS, and Leonard Tintner , Brad Stiffler and Diane E. Grissinqer , the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, and in the presence of each other, signed the Will as witness and to the best of our knowledge the Testator was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. ��_" / `V� � v�J ELIAS COTSA i ess r�,��'o��' " Witness itness Subscribed, sworn to, and acknowledged before me by ELIAS N. COTSARELIS, the Testator and subscribed and sworn to before me by Leonard TIntner , Brad Stiffler and Diane E. Grissinger , wltnesses, this day of December, 2008. �7� (Seal) otary Public for Pennsylvania My Commission Expires: �3�� � f��;•�a°:;?,:3�°sa�ii����l'1 �� FL�9 cJ�i�.�Q�G'� _ _ --- Pa��l�p.�:.�L S��L a����1SE L. �GST��?, �Je#ary Pu�tic �:Ey of �laFrisb�r�� Da��hi�� Co�nty F„y Ca�r�is�ion �x.�sires f�;�rch 5, 2�i� Page 6 • 4 3 I Harrisburg Main WEDNESDAY, Al1GU5T 14, 2013 14;21 Please save this receipt untll you have verifled your account statement, Deposlt Account Number: XXXXXXXXXXXX6636 Amount: 55,000.00 . w Teller Number: J001097 . Bank: 060 Branch: 301 Transaction #: 330103Q519 r�Citizens Bank� citizensbank.com 1-800-922-9999 Please see back(or Important disclosures. � � 67378/M 1737764�� �'� V �m s �`�. �c�' mo � � �� � m�, � � �O o �n �C �z J o C o� • T� a � c� x= � . fn D - �--�. DD =m � � n m� x n�, � °m� CTJ .�,� c-+- . i pm r . �Z � � r �� � �D � W �� Z � < W �� C� „�'� - r �m O �Il �� y _ _ x' Ul �� � �: a : o� �, , �o � .-. °o r � 3 x Cn D� -.. �p f� �v . 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Page 1 of 1 � � •�, ,��� � ;� .�. ���� �� . . . . , y�, . 1_?��.3I`i,io��i43i1��{)'����IY7� �L"O�-g"P}l?i.-<1,s.3"t}f}(,T-O{}O{�.},��2�Y.��£°�il' yi)i:i .�_,.....;t43i? 7'ax�Yeac. I'roperty C:L? 20�t3 03-00'f-O�?3-O00-ppOo 'fo�vri4kup Pruper[y G'tie Ci?'Y O�H:\RRISI3t;R{; CoS-RF.;TAI;AA:�'t';TAVF:RN :Veighhurhood Site:1d3ress C;�;ot-Cnmmer<;ial hu;ine.s iliserici 3ij MARKL�^;1'S`E' O��z{c�r Nan�e and A�idress htxilina Ramr..sud�iddress Cl)"t�SAFti5L1�E�iELI.\ C'O"fJ?.f2F;L15 ffEi.EN 38x?:'OPPFR Kr.TTi.F,Rp oSi?C(?PPER KF.TTI,E RD G'�:��IP f31,.L.Y:�--c t�aq;�.0 C-1A-lP I-I1:,L.E41 tnot..t-,i42a . ._. _sa°�. Y"eux• Doccxxrtecit S:il.e'i'ppe Salc Sold fiy Sold'1'o Yrice n I)ate otio�i9or�q:�c i2 7.ercE COTS:�REI.IS HF.LE;ti�;COTSARF.I,Iti t;OTSAR�.I:1S:{EI C�\.Cf?T�+_\Kf�.L,IS $o ti,�l;ie ;i;I.I:AS L:t..l.l �. �"lii',� .�s 'EY":E?>E Yru4ierty'L'ype QescripCion L:uid"1`ype Lti'idfh Uepth Sy.1�L Ca1c.Acres DeetlAcres V��lue CO��1-C.�e��.nerci,j] Prire�rv Site SiG Yrimary Site t,�.F's^ .ozoo .00 �:.o^a Notc:\Ja:k�:�:]and -�lar�s arc r._�.iid�:c[o lir.i.carest�oo for as �ssEnent.p;rposes. .... �� .., t . ..,>,. , E'ro�.icrty"Pype 3')escrip�tioie SYyle Qt��lary L�viug r\era(s��.ft.} V"ear I3r.zzlt Age Valxzc C�QM-Comn���?rcial �icstau:=,n: Restriara3:t Rl- t,96Fs tyon `_t£i,;ic,o 3z6 Attribute Percent Attrit�tite Percenk Stara�;e C.ae:tge �r�o.oz� 35� r�Ctriba4e Yeresnt� AEtribuie Yerecut Fes>auran: ioo.r3o l;ase{;nst AtfT•ibuie Sq.3?L :lth•it>utc Sq,I�L i3asc Cnst it..S5.O0 liase Cest �;t.3.D0 Bxs�.:ment E-€'1'A£' :1ttr�t�uTf• St�.E't. Attxibute Sq.Ft. 3;iseme!:f RVAC n35.0o Basement Sprinklers AttribuEe Sy.F�C Attribirte Sy.Ft. � '�asc��ue:ri Sprir.}�ers o.op L'XCE"riOf�Y+IIIs Aitr•iLvte Sq.l�t. Aktribute Sq.l�t. 3c�;;kwitli:i3lecki3ac�k-up ii5�.00 I;r,ckwithE3lockI3a�k:�up ��.:>.�+� Heating anc3 f,nnling Ath�ibufc• Sq.C't. Attribute Sq.�E�t. Stean. iri8.tlo Ste�tu; Ar;;.o�:� (.)ne Story F�ricl: .�tribute IJnit�; A[ri-ibuie Uniis O;;e 41o:-y Itrick 238.op Yltc��icxl�Fianct�ional AtYribute Yenent Aftribate Yerer.n[ PLysical&E'unc;.io:;al 7g.��o !'h ys i c a 1/I?u n cti o n al �itti-ihute l'erce.nt Attritmte 1'eri;ent 1?lrysicxl j Functi,�ral ;'8.on [JnfiniSht:d Rasement :lftribute Sq.FG Attribute Sq.Ft. Unfi�vshrd�asecr�en'_ tt,,5.o0 http://www.dauphinpropertyinfo.org/propertyinquiry.pl?rm=print&parce1=030010330004... 07/16/2013 l. Assessments Annual Billing Land Building Total Pref. Land Pref. Building Pref. Total Non-Exempt 40,100 31,600 71,700 0 0 0 Exempt 0 0 0 0 0 0 Total 40,100 31,600 71,700 0 0 0 Exemptions Typ Status Land Building Amount ExemptionFarmstead Farmstead Value e Amount Amount? Payments Billing Pd. Tax Billed Discount/Pen. Total Billed Total PaidBalance DueDate Paid Annual Billing $518.11 $0.00 $518.11 $518.11 $0.00 Note: Payment amounts may only reflect the Dauphin County amounts Tax Amounts Fund (Tax) Description Rate Type Millage/Tax Rate Flat Tax Amount Annual Billing County Library Millage .350000 $25.10 County Real Estate Millage 6.876000 $493.01 Harrisburg School District Millage 26.307000 $0.00 Total $518.11 Delinquent Taxes No delinquent tax information to display. 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Fri Feb 7 2014 11:33:03 AM. 3817 COPPER KETTLE ROAD PIN: 10-20-1848-077 Deedbook: 0023X-00106 Owner: COTSARELIS, ELIAS N & HELAN Land Use Code: 101 Pro erty Type: R /� / Acreage: 0.29 ��/l �9` �� �lZ-., Square Feet: 2060 Taxable Status: T Clean &Green Status: /''� Land Assessed Value $: 42800 ( ��_ ^p� ��'�`�� ��'�� � Building Assessed Value $: 166200 ` """L""''�"� ��� ( Total Assessed Value $: 209000 Sale Price �: / Z��3 = (= C� Sale Date: �"�/�7`2-0�2. 1�� a( j3 Year Buiit: 1969 Municipality: HAMPDEN TOWNSHIP Height in Stories: Type of Dwelling: DETACH Primary Exterior: Aluminum � 'p� � � Basement Percentage: 50 �o�Q �'�`k��-+�-d 1/°�'�^�`� �Op �d C� �( j. d .. Air Conditioning: NO l Total Rooms: 7 Bedrooms: 3 � �9 aQ Full Bath: 2 � C'� ` Half Bath: 1 �- St � MEMBERS 1St FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix 258990-00 Date Account Established 02/01/2005 Principal Balance at Date of Death $5.60 Accrued Interest to Date of Death $0.00 Total Principal and Accrued Interest $5.60 Name of Joint Owner None CERTIFICATE OF DEPOSIT: Account Number/Suffix 258990-40" Date Account Established 03/12/2013 Principal Balance at Date of Death $84,000.00 P.CCr;,��d lnre�e�t ro D�te of Dsath $59.03 Total Principal and Accrued interest $84,059.03 Name of Joint Owner None "Rollover from CD 258990-43 opened 12/10/2008. CERTIFICATE OF DEPOSIT: Account Number/Suffix 258990-41* Date Account Established 03/12/2013 Principal Balance at Date of Death $48,496.61 Accrued Interest to Date of Death $34.08 Total Principal and Accrued Interest $48,530.69 Name of Joint Owner None *Rollover from CD 258990-45 opened 04/08/2009. CERTIFICATE OF DEPOSIT: Account Number/Suffix 258990-44* Date Account Established 04/29/2013 Principal Balance at Date of Death $65,000.00 Accrued Interest to Date of Death $43.27 Total Principal and Accrued Interest $65,043.27 Name of Joint Owner None "Rollover from CD 258990-42 opened 10/01/2008. iviciVlB�n� iST rEv`I\!�L lrl\CU�T VIVIOti � Tessa L Klugh Lending Insurance Support Specialist July 25, 2013 Estate of: ELIAS N COTSARELIS Date of Death: 06/28/2013 Social Security Number: 171-28-3403 5000 Louise Drive • P.O. Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • wwwmemberslst.org Sovereign Bank ESTATE OF Elias N Cotsazelis SOCIAL SECURITY#: 171-28-3403 DATE OF DEATH: June 28, 2013 Account#: 0575267414 Type: CD Open date: 12/31/1999 In the name of: Elias Cotsarelis or Helen Cotsarelis Date of Death Balance: $94,492.60 Int.(YTD) from 1/1/2013 to 6/28/2013 . $468.82 Accrued interest to date of death: $77_70 Other Info: Account#: 1055338857 Type: CD Open date: 2/4/2002 In the name of: Elias N Cotsarelis or Helen Cotsarelis Date of Death Balance: $0.00 Int.(YTD) from 1/1/2013 to 2/6/2013 . $15.35 Accrued interest to date of death: $0.00 Other Info: Account closed on 2/6/13 for $80,000.00 Account#: 0181118289 Type: Checking Open date: 5/21/2008 In the name of: Elias N Cotsarelis Date of Death Balance: $0.00 Int.(YTD) from 1/1/2013 to 6/28/2013 . $0.00 Accrued interest to date of death: $0.00 Other Info: Account closed 1/21/2011 Page 1 of 1 p M��.� 499 Mitchell Road,Millsboro,DE 19966 Adjustment Services Phone 888-502-4349 F ax (302)934-2955 August 1,2013 Boswell, Tintner& Piccola Counselors at Law 315 North Front Street Harrisburg, PA 17101 Re: Estate of Elias N. Cotsarelis Social Security: 171-28-3403 Date of Death: June 28,2013 Dear Sir or Madam: Per your inquiry on July 22,2013,please be advised that at the time of death,the above-named decedent had on deposit with this bank the following: i. Type of Account Checking Account Account Number 2352731 S Ownership(Names o� Elias N. Cotsarelis Nick Cotsarelis(POA) Opening Date 09/28/1989 Balance on Date ofDeath $2,541.71 Accrued Interest $ .00 _.---.. ______ __ __ _ Total $2,341 i 1 2. Type of Account Savings Account Account Number 15004216635902 Ownership(Names o� Elias N. Cotsarelis Nick Cotsarelis(POA) Opening Date 08/06/2008 Balance on Date of Death $4,492.39 Accrued Interest $ .06 --------------- __.. ._---_ ___ _ Total $4,492.45 For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds, please call the West Shore PIa7a at 71'7-731-1730. We were unable to locate any safe deposit box Cor the above-menNoned decedent " This letter dces not include any accounts in which the deceased may have been Gsted as Power of Attorney,Custodian of Uniform Transfers, Representative Payee,or Trustee under a Written Agreemen� Sincerely, Valarie Mercer Adjustment Services nv' ` ��Q- v �`.' �� �\ � �� � �� � �