HomeMy WebLinkAbout02-0457
Estate of EDWARD MOSKO
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
No. -2J - 02- L/5:J
To:
Register of Wills for the
, Deceased. County of Cumher18nd in the
Social Security No. 182-28-9697 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix
in the last will of the above decedent, dated February 7
and codicil(s) dated None
named
, 19--20..-
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in
h is last family or principal residence at
(Hampden Township)
Gl1mhpr1 Rnn County, Pennsylvania, with
10R Kp;rh Rn~nJ Mechanicshurg, PA 170,0
(list street, number and muncipality)
Decendent, then 68 years of age, died April 23, , I:!)x 2002 ,
at Hampden township. Cumberland County. PennsylvRn;R
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
-incompetent: None
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ Unestimated
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ None
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentAry
(testamentary; administration c.I.a.; administration d.b.n.c.t.a.)
theron.
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Judith R. Mosko
308 Keith Road
Mp('hAlJ;('~hllt'g, PA 170')0
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I sn
COUNTY OF CUMBERLAND J ~
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the abov.e decedent petitione.r(s) will i~nd truly adIJ1inister the ~state accordipg to law.
Sworn to ~r affIrmed and SUb.scnbed r~"" rd/;t;~ / V( '--::7~~ ~
before me thIS gth day of ,/ Jud1th R. Mosko ~
May . )(~ 2002 ./ ~
~e.rI.Q~'..,Q{4 eQ ::JA.t~ Q4{'u;i " ~
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Y CLEWIS Reg/st r ~
J 1- lL, 'L - <i
No. 21-02-451
Estate of
ESWARD MOSKO
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW May 10 b9x ?()()1 in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that the instrument(s) dated February 7. 1970
described therein be admitted to probate and filed of record as the last will of
Edward Mosko
and Letters Testamentary
are hereby granted to
Judith R. Mosko
FEES
Probate, Letters, Etc. ......... $ 25.00
Short Certificates( ).......... $ 3.00
~ ex.tJ:a.. pages. " $ 9.00-
jGD $ 5 . 00
TOTAL _ $ 42.00
Filed ... .5-: J 0.-2002. . . . .. . . .. . . . . . . . . . . .
mailed to atty on 5-10-2002
(717) 697-8528
PHONE
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REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
'2 f - OZ" l/ 5"1
Richard C. Sne1baker
~
~U!h) a subscribing witness to the will presented herewith, ~ being duly qualified according to
law, depose(s) and say(s) that he was present and saw
Edward Mosko
the testaQr , sign the same and that
request of testat~ in h is presence and (in the
other subscribing witness(es)).
signed as a witness at the
her) (in the presence of the
Sworn to or affirmed and subscribed before
me this 9th ~ day of
May i9 2002
~ e. il1.1~ ~ . {i,(i. ;~j;--I../)/~).o~dtj
Y C LEWIS Register (J
lC ar .
44 West Main Str~~me)
Mechanicsburg, PA 17055-0318
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
-Z.l - 0 2. -467
Judith R. Mosko
(ea~) a subscriber hereto, (a~ being duly qualified according to law, depose(s) and say(s) that
she is familiar with the signature of Edward Mosko
x~ilx
will
testat~ of
presented herewith and
X8GHX
believes the signature on the will is in the handwriting of
the
that
she
Edward Mosko
to the best of her knowledge and beliefl . /1 . /
Sworn to m affinned and <ubscribed before ~J--:vt d-'i~ ~,--"'~
. 9th Judith . l'W,sko ~
me thIS day of / 308 Kei th kLJ'gaze)
May ~ 2002 Mechanlcsburg, PA 17050
- . - C L
'1r)J~y~/~&,k O.f1. :u~;t;.AAJ ~p~ (Address)
Register
(Name)
(Address)
LAST WILL AND TESTAMENT
"2 , - () 2 - '-'5 1
I, EDWARD MOSKO, of the Township of Hampden, County of
Cumberland and Commonwealth of Pennsylvania, being of sound
and disposing mind, memory and understanding, do make, publish
and declare this as and for my Last Will and Testament, hereby
revoking and making void all former wills and codicils by me
at any time heretofore made.
FIRST. I order and direct that all my just debts and
funeral expenses be paid by my Executrix, Executors or
Executor, as the case may be, hereinafter named, as soon as
conveniently may be done after my decease.
SECOND. I give, devise and bequeath all the rest,
residue and remainder of my Estate, real, personal and mixed,
whatsoever and wheresoever situated unto my wife, JUDITH R.
MOSKO, absolutely and in fee simple, if she survives me.
THIRD. If my wife, JUDITH R. MOSKO, should not survive
me, and if all of my children have attained the age of twenty-
three (23) years at the time of my death, then and in that
event I give, devise and bequeath my entire Estate in equal
shares unto my said children, share and share alike, absolutely
and in fee simple. Should any of my said children predecease
me and leave lawful issue to survive them, I order and direct
that the share or part of my Estate which such deceased child
child or children per stirpes, said issue taking his, her or
their deceased ancestor's or ancestors' share or shares here-
under by representation and not per capita.
If, however, any of my said children are under the
age of twenty-three (23) years at the time of my death and
should they be otherwise entitled to receive my entire estate
under the provisions of the paragraph immediately preceding
hereinabove, then and in that event, I give, devise and
bequeath my entire said Estate unto CUMBERLAND COUNTY NATIONAL
BANK AND TRUST COMPANY of New Cumberland, Pennsylvania, as my
Trustee, in trust, nevertheless, to hold, invest and re-invest
the same, to collect the income, and after paying all expenses
incident to the management of said trust, to use and apply as
much of the net income and principal thereof as may be necessary
in the sole discretion of my Trustee for the support, maintenance,
care and education of such of my children as may be under the
age of twenty-three (23) years, it being my will and intention
to provide for each child who has not attained such age and who
may be dependent and unemancipated (by reason of disability
or full time attendance in a school) at the effective time
hereof with the same or similar advantages and benefits during
his or her dependency which I have provided to my older child
or children together with the privilege of acquiring a college
or other post-high school education; and upon the youngest
of my children attaining the age of twenty-three (23) years,
be distributed in equal shares unto my said children, share
and share alike.
It is my express will and considered thought that
my said Trustee should terminate any benefits under the fore-
going trust for any child under the age of twenty-three (23)
years who has by his or her personal conduct become independent,
completed formal education or otherwise demonstrated his or
her lack of dependency upon the funds under the management
and control of the said Trustee. In addition to the foregoing
directions and general discretion vested in my said Trustee,
the marriage of said children or their persistent display of
lack of personal initiative and industry shall be considered
by my said Trustee as sufficient cause to discontinue the
discretionary distribution provided hereinabove.
It is my further express instruction and direction
that all discretionary payments hereinabove provided shall
cease for each of my said children upon the attainment by
each said child of age twenty-three (23) years, thus making
available the balance of said trust for use in the purposes
set forth above for my younger child or children.
LASTLY. I nominate, constitute and appoint my wife,
JUDITH R. MOSKO, to be the Executrix of this, my Last Will
and Testament, but if for any reason she should fail to qualify
as such Executrix or cease so to serve, and if all of my
children have then attained the aae of twentv-tnr~~ (?1) VA~r~
serve without bond. But if, however, none of the above named
persons shall qualify as my personal representative or repre-
sentatives hereunder or if all shall cease to serve after so
qualifying, then and in those ultimate events, I nominate,
constitute and appoint CUMBERLAND COUNTY NATIONAL BANK AND
TRUST COMPANY of New Cumberland, Pennsylvania, to be the Executor
of this, my Last Will and Testament.
IN WITNESS WHEREOF, I, EDWARD MOSKO, have hereunto set my
hand and seal to this, my Last Will and Testament which consists
of four (4) typewritten pages to each of which I have affixed
my signature this 7""'"
day of February, A. D., One Thousand
Nine Hundred Seventy (1970).
~~A-
(SEAL)
The preceding instrument, consisting of this and three (3)
other typewritten pages, each identified by the signature of the
Testator, was on the date thereof signed, sealed, published and
declared by EDWARD MOSKO, the Testator therein named, as and
for his Last Will and Testament, in the presence of us, who,
at his request, in his presence, and in the presence of each
other, have subscribed our
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD C SNELBAKER
SNELBAKER ETAL
44 W MAIN ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
,COUNTY
ACN
04-14-2003
MOSKO
04-23-2002
21 02-0457
CUMBERLAND
101
*'
REY-1547 EK iF' '11-051
EDWARD
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv=is'4'-E3f-AFP-('oY=oiY-NoficE--oF-YNHEifiTAifcE-TA'x-jfpPRAISEi'-ENT~--ALi-oWANCE-OR-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MOSKO EDWARD FILE NO. 21 02-0457 ACN 101 DATE 04-14-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
ll)
(2)
(3)
(4)
(5)
(6)
(7)
.00
3,661.20
.00
.00
.00
.00
61.193.44
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
llO)
12.529.66
.00
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
64.854.64
(11)
(12)
ll3)
ll4)
12.529 66
52.324.98
.00
52.324.98
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
52.324 . 98 X 00 =
.00 X 045 =
.00 X 12 =
.00xI5=
ll9)=
.00
.00
.00
.00
.00
TAX CREDITS:
.-. [1-) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Edward Mosko
Date of Death: April 23, 2002
Will No.
21-02-0457
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, ~tate the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal account ay be filed with the
Cerk of the Orphans' Court and may be t a this report.
Date: 5/;L/103
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Richard C. Sne1baker
Name (Please type or print)
44 West Main Street
Mechanicsburg, PA 17055
Address
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Personal Representative
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representative
(MAH:rmf/AM3)
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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ss:
Judith R. Mosko
being duly sworn according to law, deposes and says that she j 5 t[lE' Execlltrix
of the Estate of Edward Mosko
late of _H.....aIItI2den...3ownship_ , Cumberland County. Pa., deceased and that the
within is an inventory made by Jud i th R. Mo sko ., the said F.xpr. tit- r i x
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
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My CommissIon Expires Nov.
Judith R. Mosko Executrix
308 Keith Road '
Mechanicsburg, PA 17050
Address
Swo rn
and subscribed before me,
, .~-.-.'" -.. ;,'_.....-..." .\. .... _I.... .''''.'''~''''''','_::''. 'r ~ll'\t r. :.,.,.....,(.:."'3
Date of Death
23
April 1
Month
2002
Day
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
EDWARD MOSKO. Deceased
PERSONALTY:
1. MetLife, 108 shares of common stock valued at $33.90 per share
TOTAL PERSONALTY:
REAL EST A TE:
1 .
All Real Estate in which Decedent had an interest was owned with his wife,
Judith R. Mosko. as Tenants by the Entireties.
TOTAL PERSONALTY AND REAL ESTATE:
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3.661.20
$
3,661.20
$
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$
3.661.20
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Edward Mosko, Deceased
Date of Death: April 23, 2002
No. 2002-00457 P A No. 2102-0457
To the Register:
1 certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or
about May 15,2002:
Name
Address
Judith R. Mosko
308 Keith Road
Mechanicsburg, P A 17050
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE.
Date: May 15,2002
C. Snelbaker, Esquire
Snelbaker, Brenneman & Spare, P.C.
44 West Main Street
P.O. Box 318
Mechanicsburg, P A 17055-0318
(717) 697-8528
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LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
RECEIPT AND RELEASE
WHEREAS, Edward Mosko, late of Hampden Township, County of
Cumberland and Commonwealth of Pennsylvania, died on April 23,
2002, having first made his Last Will and Testament in writing
probated before the Register of Wills of said Cumberland County
on May 10, 2002, and Letters Testamentary were issued on the same
date to Judith R. Mosko, the Executrix named in the Last Will and
Testament of said Decedent;
and
WHEREAS, said Executrix has entered upon and completed her
administration of said Decedent's Estate as set forth in her
First and Final Account attached hereto, and intends to
distribute the net balance of the assets of said Estate to the
person named in the Statement of Proposed Distribution also
attached hereto, both of said documents being incorporated herein
by reference thereto; and
NOW KNOW ALL MEN BY THESE PRESENTS, that I, Judith R. Mosko,
being the principal legatee and distributee named in the Will of
said Decedent and the person entitled to share in the residuary
distribution of the Estate of said Decedent, do hereby declare
and say that I have examined the attached Account and Statement
of Proposed Distribution, and find the same to be true and
correct, and in strict accordance with the terms and provisions
1
of said Will, and I do hereby acknowledge that I, this day have,
had and received of and from Judith R. Mosko Executrix of the
Estate of Edward Mosko, the cash, personalty and/or real estate
set opposite my name in the above statement of Proposed
Distribution, in full satisfaction, payment and discharge of all
such sum or sums of money, legacies and bequests, share or
shares, purports and dividends which were due, owing and payable
and belonging to me, by any means whatsoever, for or on account
of my full share, part or dividend of the Estate of Edward Mosko,
Deceased.
NOW, THEREFORE, I, the said Judith R. Mosko, do by these
presents, remise, release, quit-claim and forever discharge the
said Judith R. Mosko, her heirs, executors and administrators, of
and from my said shares or dividends of the Estate aforesaid, and
of and from all actions, suits, payments, accounts, reckonings,
claims and demands whatsoever, for or by reason thereof, or of
any act, matter, cause or thing whatsoever, from the beginning of
the world to the day and date of these presents.
AND, desiring to avoid the delay and expense of the
settlement of said Estate by filing the foregoing Account of said
administration in the Office of the Register of Wills of said
Cumberland County and by having the balance in the hands of the
Executrix, as shown by said Account, distributed by the Court of
Common Pleas of Cumberland County - Orphans' Court Division, I do
hereby agree that the foregoing Account and Statement concerning
LAW OFFICES
SNELBAKER
BRENNEMAN
&. SPARE
2
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
the matter of settlement may be recorded with the same effect
upon me as if the same had been reported upon by said Court, in a
decree of distribution made on such proposed statement of
Distribution by the said Court of Common Pleas - Orphans' Court
Division.
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans' Court
Division, that I, the said Judith R. Mosko, do hereby agree that
if any debts or demands other than those included in the above
referenced First and Final Account, as hereinbefore set forth,
shall be hereafter recovered against the Estate of said Decedent
and be legally payable out of the same, that I will return to the
said Executrix such amounts thereof as may be necessary to pay
such debts or demands.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this I L(+h day of tl1cx.r
WITNESSED BY:
2003.
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C~~tf/y(L;z~k
: 1 h . Mosko .
(SEAL)
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LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY
OF
CUMBERLAND)
On this the \L/l~ day of n1~
2003, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Judith R. Mosko, known to me (or
satisfactorily proven) to be the person whose name is subscribed
to the within instrument and acknowledged that she executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
J:CLrIcl~,- .;( $~CXo
Notary Public
. Notarial Seal j
j Sandra K. Showers, Notary Public i
" ~ Boro, Cumberland County
I My CommIssion ExpIres Nov. 22, 2003
Member, Pennsy!Vanl'\ AsSoclatIOn of Nol'ariee
4
ESTATE NO.21-02-0457
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY JUDITH R. MOSKO, EXECUTRIX
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF EDWARD MOSKO, DECEASED, LATE OF HAMPDEN
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
Judith R. Mosko, Executrix as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DA TE LETTERS TESTAMENTARY ISSUED:
April 23, 2002
May 10, 2002
DATES EXECUTOR NOTICE ADVERTISED:
Cumberland Law Journal
Patriot-News
N/A
N/A
FIRST AND FINAL ACCOUNT
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. MetLife, 108 shares of common stock valued at $33.90 per share
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONAL TV - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Snelbaker, Brenneman & Spare, P,C., attorney services
2. Snelbaker, Brenneman & Spare, P.C., costs advanced on behalf of Estate:
a. Register of Wills, probate fees
b. Register of Wills, filing fee for Inheritance Tax Return
TOTAL, PERSONAL TV, PRINCIPAL ACCOUNT, CREDITS:
PERSONAL TV - INCOME ACCOUNT
DEBITS
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
The Accountant charges herself with the receipt of the following
income from the investment of Personalty Principal:
TOTAL, PERSONAL TV, INCOME ACCOUNT, DEBITS:
Page 1
42.00
10.00
$ 3,661.20
$ 3,661.20
100.00
52.00
$
1 52.00
$ NONE
$ NONE
Page 2
, ,
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
PERSONAL TV - INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
TOTAL, PERSONAL TV, INCOME ACCOUNT, CREDITS:
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of Decedent's
Real Estate as follows:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
REAL ESTATE - INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the
income from the investment of Real Estate Principal Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
REAL ESTATE - INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
PERSONAL TV:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
TOTAL FOR DISTRIBUTION:
RECAPITULATION
Page 3
$ 3,661.20
$ 1 52.00
$ 3,509.20
$ NONE
$ NONE
$ NONE
$ 3,509.20
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ 3,509.20
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
STATEMENT OF PROPOSED DISTRIBUTION
Judith R. Mosko, Executrix and Accountant herein, proposes to
distribute the balance of the Estate of Edward Mosko, Deceased, to wit:
$3,509.20 in accordance with the Last Will and Testament of said Decedent
as follows:
1. Judith R. Mosko
100% of residue
$ 3,509.20
TOTAL FOR DISTRIBUTION:
$ 3,509.20
* * It is noted that Judith R. Mosko personally paid $8,877.66 on account
of obligations attributable to Decedent Estate and waives any claim for reimbursement. * *
Page 4
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Judith R. Mosko, being duly sworn according to law deposes and says:
that she is the Executrix of the Estate and under the Last Will and Testament
of Edward Mosko, Deceased, and the Accountant herein; that there are no
unpaid creditors or claimants of said Estate; that there are no persons
interested in the distribution of said Estate other than as stated in the foregoing
Statement of Proposed Distribution; and that the facts set forth in the foreqoing
First and Final Account and Statement of Proposed Distribution are true and
correct to the best of her knowledge, information and belief.
/ _ 7 ?J;;;/ LK??fk-
"~ I Judith R. M~'
Executrix and Accountant
Sworn to and subscribed before me
this 1L(~ day of m~ 2003
Sa 1ldv2 ~()}o
- Notary Public
Notarial Seal
Sandra K. Showers, Notary Public:
MechaI~ Bore, Cumberland County
My CommlssIOn ExpIres Nov. 22. 2003
"".*~!'fthOf. P:t~~.ffl'_<:,;n{~ Af.'~~Y"'.~+;r'n.r:f r,~cr~rf~3
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
Page 5
----1
, '
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
\ L -Co d.--q
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
v'
REV-,SOO EX (6-00)
OFFICIAl USE ONLY
FILE NUMB R
21
2002 _045L __
YEAR NUMBER
COUNT'fCODE
I-
2
W
C
w
&l
c
CECECENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Mosko / Edward
[)o\ TE OF CEA TH (MM-DO- YEAR) [)o\ TE OF BIRTH (MM-DD- YEAR)
04/23/2002 8/9/33
(IF APPLICA.BLE) SURVIVING SPUJSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Mosko, Judi th R
00 1 Ongmal Return
o 4 Limited Estate
CXJ 6 Decedent Died Testate lAt1actl copy 01 'Mil)
D 9 Litigation Proceeds Received
S()CIAL SEaJRITY NUMBER
182-28-9697
TtlS RETURN MUST BE fiLED IN DUPLICATE WITH THE
REGISTER OF WILLS
S()CIAL SEaJR1TY NUMBER
w
....
::.::~1f.I
0"'''
wo.o
::r::~O
Oo.iiI
~
[J 2 Supplemental Return 0 3 Remainder Return (date 01 death prio(lo 12-13-82)
D 4a. Future Interest Compromise (date 01 death after 12-12-82) D 5 Federal Estate Tax Return Required
D 7. Decedent Maintained a Living Trust (At1ach copy (jTrust) _ 8. Total Number of Safe Deposit Boxes
D 10. Spousal Poverty Cred~ Id~le ofdeilth between 12.31-91 ~nd1.1-95) D 11 Election to tax under Sec 9113(A)(Att~chSel10)
THIS SElmON MUST BE COMPLETED, ALL CORRESPONDI!NCEANDCONFIOEI'ITII\l TIUINI'QRMATION SHOIJl.D!lE OIRECTEDTO,
NA ME OOMPLETE MAILING ADDRESS
!z
l!l
z
o
..
..
~
8
Richard C. Sne1baker
FIRM NAME (If Applicable)
44 West Main Street
Mechanicsburg, PA 17055
Sne1baker
TELEPHQ\JE NUMBER
717-697-8528
Brenneman
3 Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4 Mortgages & Notes Receivable (Schedule 0) (4)
5 Cash. Bank Deposits & Miscellaneous Personal Property
{ScI1eduleEl (5)
2 6 JOintly Owned Property (Schedule F) (6)
0 o Separate Billing Requested
;::
~ 7 Inter-VIvos Transfers & Miscellaneous Non-Probate Property (7)
=> (Schedule G or L)
t::
(l. 8 Total Gross Assets (total lines 1-7)
<(
()
W 9 Funeral Expenses & AdministratiVe Costs (Schedule H) (9)
a::
10 Debts of Decedent; Mortgage Liabilities, & Liens (SChedule I) (10)
11 Total Deductions (tota\ lines 9 & 10)
0.00
3,661.20
0.00
0.00
0.00
0.00
OFFlCW. USE ONLY
Real Estate (Schedule A)
(1)
2 StockS and Bonds (Schedule Bl
(2)
61,193.44
64,854.64
(8)
12,529.66
0.00
(13)
12,529.66
52,324.98
0.00
(11)
12 Net Value of Estate (Line 8 minus line 11)
13 Charitable and Governmental Bequests/See 9113 Trusts fOf >M1ich an election to tax has not been
made (Schedule J)
(12)
14 Net Value Subject to Tax (Line 12 minus Line 13)
(141
52,324.98
SEE INSTRucnONS ON REVERSE SIDE FOR APPLICABLE RATES
15 Amount of Line 14 taxable at the spousal tax 52,324.98
Z rate, or transfers under See 9116 (a)(1.2) xOO_(15)
0
;:: 16 Amount of Line 14 taxable at lineal rate 0.00 x 045...-- (16)
..
....
:J 0.00 (17)
0- 17 Amount 01 Lme 14 laxaDle at sibling role .12
:IE
0 0.00
0 18 Amount of line 14 taxable at collateral r~e , 15 (18)
X
.. 19 Ta}( Due (19)
....
0.00
0.00
0.00
0.00
0.00
20
o
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPA Y~~ENT
~ ~ BE SURE TO AIIISWER AlL QUES1IONS ON REVERSE SIDE AND RECHECK MATH < "
2W<16<151.000
Decedent's Complete Address:
STRE~T ADDRESS
308 Keith Road
Hampden Twp., Cumberland Cty.
CITY I STATE I ZiP
Mechanicsbura PA 17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
0.00
0.00
0.00
Total Credits (A + B + C) (2)
0.00
3 Interest/Penalty if applicable
D Interest
E Penalty
0.00
0.00
Total Interest/Penalty (0 + E) (3)
0.00
4 \1 Line 2 is greater than line 1 + Lme 3, enter the difference This is the OVERPAYMENT.
Check box on Page 1 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.
(5)
0.00
A. Enter the interest on the tax due
(SA)
0.00
B. Enter the total of Line 5 + 5A.
(5B)
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . D
b. retain the right to designate who shall use the property transferred or its income;. D
c. retain a reversionary interest; or ... . . . . . . . . . . . . . . . . . . . . . D
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0
Did decedent own an "in trust for" or payable upon death bank account or secu(ity at his. or her death? 0
Did decedent own an Individual Retirement Account, annuity, or other non.probate property which
contains a beneficia!'y designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. [Xl 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Urlller penal lies of pequry, I deClare that I have examined this return. Including accompanYing: schedules and statements, and to lhe tlest of my I:nowleGge and be\lel, it is 'rue COOet\
ana complete
clarallon of oreparer other than the personal representaliWl is based on all informalion of wl1ich preparer hes any knowledge
IGNA UREO~PE N R NSIBLE OR FILING ETURN
Yo.
No
3
4.
00
00
00
00
IX]
IX]
3
IGNA 0
E A
oad, Mechanicsburg, FA 17050
TH REPR SENTATIVE
~
A~E~ est Ma~n Street P.O. Box 318
Mechanicsburg, PA 17055
For dates of death on or after July 1. 1994 and before January 1, 1995, the tax rate Imposed on the net ....alue of transfers to 01 for the use of the surviVing spouse IS 3%
(72 PS ~ 9916 (a) (1 1) (i)1
For dates of death or, or after Januaf'j1 1995, the tax rate Imposed on the net value ottransfers to or for the use of the surviving spouse IS 0% [72 P.S S 9116 (a) (" 1) (11)1
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 stili applicable even If
the survIVing spouse IS the only benefiCiary
>=or dates of death on or after July 1, 2000
Tile tax rate Imposed on the net value of transfers from a deceaseo child twenty-one years of age or younger at death to or fer t~e use 0\ a na1ura\ parent. an adoptIVe carent
or a stepparent of the child IS 0% [72 P S S 9116(a)(1 2);
TMe tax rate Imposed on the net value of ~ransfers to Of ler ~ne '~se of,he aeceoent's Imeal oene1lclanes IS -I.;:':', ~xceDt as ncted 11172 ~ 5 9911 e(l2] [72 P S 99116:a)(1)]
The tax rate Imposed on the net value offransfers to or ferthe use of the decedent's Siblings is 12% (n p S 9 9116(a)(1 3)] A Sibling 15 defined under Section 9102 as;:ln
Ind\llldual who has at least one parent ,n common wrth the decedent. WI'lether by blood or adoption
2W46Aoj 1.000
REV. 1503 EX + (1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RES/ceNT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
Mosko, Edward
FILE NUMBER
21-2002-0457
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER CESCRIPTION
1. MetLife, 108 shares of common stock valued at ~33.90 per share
VALUE AT DATE
OFCEATH
3,661.20
TOTAL (Also enter on line 2, ReciElpitulation) $
3,661.20
2W46963DOO
(If more space is needed, insert additional sheets of the same size)
REV-151~ EX + (1-97\
OOMMON\NEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
MESIDENT CECEDENT
ESTATE OF
Mosko, Edward
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-2002-0457
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes,
CEECRIPTlON OF PRoPERTY %OF
ITEM If\CLUDE"THE NPMEOF THE TRA.NSFEREE. 1HEIR RELATIONSHIP TO DATE OF DEATH DECDS EXCLUSION TAXABLE VALUE
NUMBEF OEcrOENTANOT!-E.l)\\l'E OF TRANSFER. ATTACH A COPY OF lHE VALUE OF ASSET IF APPUCABLEl
OEEOFOR REAL ESTATE INTEREST
1. Salmon Smith Barney investment 61,193.44 100.00 0.00 61,193.44
account # 724-06929-18 409
TOTAL (Also enter on line 7, Recapitulation} $ 61,193.44
(If more space is needed, insert additional sheets of same sjze.)
2W46AF2000
REV-1511 EX.. (1-97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
FCSlCENT CECECENT
ESTATE OF
Mosko, Edward
FilE NUMBER
21-2002-0457
Debts of decedent must be reDorted on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. Neill Funeral Home, Inc. , funeral services 7,119.40
2 West Shore Elks Club, funeral luncheon 568.26
3 Carlisle Memorial Service, Inc. I monument 1,190.00
B. ADMINISTRATIVE COSTS:
,. Personal Representative's Commissions 0.00
Name of Personal Representative(s)
Social Security Number(s) (EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2 Attorney Fees Name: Snelbaker, Brenneman & Spare 100.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant Mosko, Judi th R
Street Address 308 Keith Road
City Mechanicsburg State PA Zip 17050
Relationship of Claimant to Decedent Spouse
4. Probate Fees 42.00
5. Accountant's Fees 0.00
6. Tax Return Preparer's Fees 0.00
7. Register of Wills, filing fee for Inheritance Tax 10.00
return
TOTAL (Also enter on line 9, Recapitulation) $ 12,529.66
2W46AG2000
(If more space is needed, insert additional sheets of same size)
REV-1513 EX~ (9-00)
.
SCHEDULE J
BENEFICIARIES
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETU RN
RESlCENT CECECENT
ESTATE OF
Mosko Edward
NUM BER
I.
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
Mosko, Judi th R
308 Keith Road
Mechanicsburg, PA 17050
FILE NUMBER
21-2002 0457
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Spouse
AMOUNT OR SHARE
OF ESTATE
52,324.98
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN AI3OVEON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
2W46AI1.000
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOT AL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space IS needed, Insert adchttonal sheets of the same size)
$
0.00
ill- .
1J\.ST WILL AND TESTAMENT
I, EDWARD MOSKO, of the Township of Hampden, County of
Cumberland and Commonwealth of Pennsylvania, being of sound
and disposing mind, memory and understanding, do make, publish
and declare this as and for my Last will and Testament, hereby
revoking and making void all former wills and codicils by me
at any time heretofore made.
FIRST. I order and direct that all my just debts and
funeral expenses be paid by my Executrix, Executors or
Executor, as the case may be, hereinafter named, as soon as
conveniently may be done after my decease.
SECOND. I give, devise and bequeath all the rest,
residue and remainder of my Estate, real, personal and mixed,
whatsoever and wheresoever situated unto my wife, JUDITH R.
MOSKO, absolutely and in fee simple, if she survives me.
THIRD. If my wife, JUDITH R. MOSKO, should not survive
me, and if all of my children have attained the age of twenty-
three (23) years at the time of my death, then and in that
event I give, devise and bequeath my entire Estate in equal
shares unto my said children, share and share alike, absolutely
and in fee simple. Should any of my said children predecease
me and leave lawful issue to survive them, I order and direct
that the share or part of my Estate which such deceased child
.- .
,:., ' .1. .. I),> ~d
child or children per stirpes, said issue taking his, her or
their deceased ancestor's or ancestors' share or shares here-
under by representation and not per capita.
If, however, any of my said children are under the
age of twenty-three (23) years at the time of my death and
should they be otherwise entitled to receive my entire estate
under the provisions of the paragraph immediately preceding
hereinabove, then and in that event, I give, devise and
bequeath my entire said Estate unto CUMBERLAND COUNTY NATIONAL
BANK AND TRUST COMPANY of New Cumberland, Pennsylvania, as my
Trustee, in trust, nevertheless, to hold, invest and re-invest
the same, to collect the income, and after paying all expenses
incident to the management of said trust, to use and apply as
much of the net income and principal thereof as may be necessary
in the sole discretion of my Trustee for the support, maintenance,
care and education of such of my children as may be under the
age of twenty-three (23) years, it being my will and intention
to provide for each child who has not attained such age and who
may be dependent and unemancipated (by reason of disability
or full time attendance in a school) at the effective time
hereof with the same or similar advantages and benefits during
his or her dependency which I have provided to my older child
or children together with the privilege of acquiring a college
or other post-high school education; and upon the youngest
~~ ..
MARTSON a SNEL.BAKER
ATTORNEVS AT LAW
.,
I'
be distributed in equal shares unto my said children, share
and share alike.
It is my express will and considered thought that
my said Trustee should terminate any benefits under the fore-
going trust for any child under the age of.twenty-three (23)
years who has by his or her personal conduct become independent,
completed formal education or otherwise demonstrated his or
her lack of dependency upon the funds under the management
and control of the said Trustee. In addition to the foregoing
directions and general discretion vested in my said Trustee,
the marriage of said children or their persistent display of
lack of personal initiative and industry shall be considered
by my said Trustee as sufficient cause to discontinue the
discretionary distribution provided hereinabove.
It is my further express instruction and direction
that all discretionary payments hereinabove provided shall
cease for each of my said children upon the attainment by
each said child of age twenty-three (23) years, thus making
available the balance of said trust for use in the purposes
set forth above for my younger child or children.
LASTLY. I nominate, constitute and appoint my wife,
JUDITH R. MOSKO, to be the Executrix of this, my Last will
and Testament, but if for any reason she should fail to qualify
as such Executrix or cease so to serve, and if all of my
children have then attained the age of twenty-three (23) years,
I nominate, constitute and appoint my daughter, TRACY B. MOSKO,
and my son, TODD E. MOSKO, to be the Executors hereof, all to
P 4..~
MART60N &: SNELBAKER
ATTORNEYS AT LAW
II !~'(' 'If :'!"; ,
"
:1
:1
r..! ',''''
serve without bond. But if, however, none of the above named
persons shall qualify as my personal representative or repre-
sentatives hereunder or if all shall cease to serve after so
qualifying, then and in those ultimate events, I nominate,
constitute and appoint CUMBERLAND COUNTY NATIONAL BANK AND
TRUST COMPANY of New Cumberland, Pennsylvania, to be the Executor
of this, my Last will and Testament.
IN WITNESS WHEREOF, I, EDWARD MOSKO, have hereunto set my
hand and seal to this, my Last Will and Testament which consists
of four (4) typewritten pages to each of which I have affixed
my signature this 71"1\
day of February, A. D., One Thousand
Nine Hundred Seventy (1970)
~~)1.. -
(SEAL)
The preceding instrument, consisting of this and three (3)
other typewritten pages, each identified by the signature of the
Testator, was on the date thereof signed, sealed, published and
declared by EDWARD MOSKO, the Testator therein named, as and
for his Last Will and Testament, in the presence of us, who,
at his request, in his presence, and in the presence of each
other, have subscribed our
na~FC
. ~4'-./
(p~ " -e --/~
p. n~-...u_ (....