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-I REV-�I �JOO 1505610143
EX(02-11)
� OFFICIAL USE ONLY
PA Department of Revenue pennsylvania County Code Year File Number
Bureau of Individual Taxes DEPARTMENTOFREVENUE
PO BOX.280601 INHERITANCE TAX RETURN 2 1 14 0 0 3 7 9
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
04 11 2014 08 17 1917
DecedenYs Last Name Suffix Decedent's First Name MI
ZVARICH WILLIAM C
(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 WI�LS
FIL�IN APPROPRIATE OVALS BELOW
� 1. Original Return ❑ 2. Supplemental Return � 3,Remainder Return(Date of Death
Priorto 12-13-82)
� 4. Limited Estate � 4a.Future interest compromise � 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
� g Decedent Died Testate � � Decedent Maintained a Living Trust S. Total Number of Safe Deposit Boxes
(Attach Copy of Wilq (Attach Copy of Trust)
� 9. Litigation Proceeds Received ❑ ��'between P2-31�-�91�a dit1 Da95�f Death ❑ ����AttachnSchedule 0)Sec.9113(A)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number ,-Sy !
ELI ZABETH H FEATHER 7 17 2 3 2 7�6 6 1 "�"
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RE�6Y�R OF WIt,C;�6 US£yO�Y
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First Line of Address ::r1 ��„ r"' ►—' r�t �'T�
3 6 3 1 NORTH FRONT STREET r '� � � "� �
_ : FJ7 _�" � C7
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Second Line of Address � 4 � � '� �
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W � �
` --�ATE FILED � p
City or Post Office State ZIP Code
HARRISBURG PA 17110 � �
CorrespondenYse-mailaddress: EfeSthe�@Cklegll.net
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 representafive is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
����Q�.,, ����� Kathleen Maeyer g'�jo �/�
ADDRESS
322 Pinewood Drive, Shiremanstown, PA 17011
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
� Elizabeth H Feather � �
ADDRE
Cal ell & Kearns P.C.
3631 North Front Street, Harrisburg, PA 17110
Side 1
� 1505610143 1505610143 J
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� 1505610243
REV-1500 EX
DecedenYs Social Security Number
�a�ee�eSName: ZVARICH� WILLIAM C.
RECAPITULATION
1. Real Estate(Schedule A).......................................................................................... 1.
9 , 774 . 41
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.
96 , 314 . 17
5• Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)................ 5.
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6.
17 , 861 . 03
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property 3 9 5 , 0 6 1 . 3 2
(Schedule G) ❑ Separate Billing Requested............. 7.
g. Total Gross Assets(total Lines 1 through 7).......................................................... g, 5 1 9 , 0 1 0 . 9 3
19 , 200 . 86
9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9.
945 . 68
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................. 10.
20 , 146 . 54
11. Total Deductions(total Lines 9 and 10).................................................................. 11.
12. . 498 , 864 . 39
Net Value of Estate(Line 8 minus Line 11)............................................................. 12.
13. 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.
498 , 864 . 39
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X .00 15.
16. Amount of Line 14 taxable 4 9 8 , 8 6 4 . 3 9 16. 2 2 , 4 4 8 . 9 0
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .�2
17.
18. Amount of Line 14 taxable
at collateral rate X .15 18•
19. TAXDUE................................................................................................................... 19. 22 , 448 . 90
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. �
Side 2
� 1505610243 1505610243 �
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REV-1500 EX Page 3 File Number 21 - 14 - 00379
Decedent's Complete Address:
D N AME
Zvarich, William C.
STREET ADDRESS
123 East Green Street
CITY STATE ZIP
Shiremanstown PA 17011
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19)
��) 22,448.90
2. Credits/Payments
A. PriorPayments 22,604.00
B. Discount 1,122.45
Total Credits(A +B� (2) 23,726.45
3. I nterest (3) 0.0 0
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 1,27 7.55
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�
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred:.................................................................................. ❑ �
b. retain the right to designate who shall use the property transferred or its income:.................................... ❑ �x
c. retain a reversionary interest;or.................................................................................................................. ❑ �
d. receive the promise for life of either payments,benefits or care?.............................................................. ❑ 0
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?....................................................................................................................... ❑ ❑X
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?......... �x ❑
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
containsa beneficiary designation?...................................................................................................................... ❑ 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.
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.§9196(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)J. The stafute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of
assets and filing a tax re�urn 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)].
•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)J.
•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)1. A
sibling is deflned under Section 9102,as an individual who has at least one parent in common with the decedent,wfiether by blooa or adoption.
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REV•1603 EX+(6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Zvarich, William C. 21 - 14-00379
All property jointly-owned with right of survivorship must be disctosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
1 53 Shares of Prudential Financial @ $78.39 per share 4,154.67
2 586 Shares of Banco Santander @$9.59 per share 5,619.74
TOTAL(Also enter on line 2, Recapitulation) 9,774.41
��i„ pennsylvania SCHEDULE E
- DEPARTMENTOFREVENUE CASH BANK DEPOSITS AND MISC.
� INHERITANCE TAX RETURN �
RESIDENT DECEDENT PERSONAL PROPERTY
FILE NUMBER
ESTATE OF Zvarich, William C. 21 - 14-00379
Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 PNC Bank Certificate of Deposit 1891 57,482.00
2 PNC Bank Certificate of Deposit 5756 20,785.51
3 PNC Bank Certificate of Deposit 5950 15,439.60
4 Currency 1,034.85
5 1996 Buick-Sale price 1,000.00
6 Geico Auto Insurance refund 294.59
7 Credit of County Real Estate tax at settlement 245.66
8 Credit of Sewer payment at settlement 31.96
TOTAL(Also enter on Line 5, Recapitulation) 96,314.17
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REV-7b09 EX+(01-10)
.����-� pennsylvania SCHEDULE F
� DEPARTMENT OFREVENUE
����� INHERITANCETAXRETURN JOINTLY-OWNED PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Zvarich, William C. 21 - 14-00379
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
Kathleen I. Maeyer 322 Pinewood Drive Daughter
q Shiremanstown, PA 17011
JOINTLY OWNED PROPERTY:
ITEM LETTER DATE ��SCRIPT.lO�C�F PRO�ERTkY %OF DATE OF DEATH
FOR JOINT MADE Include name o inancial ms i u ion an ban account numbe DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT or similar identifying number.Attach deed forjointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST
estate.
1 A 04/01/2007 M&T Bank checking Account No. 61256749 �s,222.05 50% 9,611.03
2 A 06/01/2002 Series HH Bonds 16,soo.00 50% 8,250.00
TOTAL(Also enter on line 6, Recapitulation) 17,861.03
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REV-7510 EX+(OS-09)
�� ���= pennsylvania
DEPARTMENT OF REVENUE SCHEDULE G
INHERITANCETAXRETURN INTER-VIVOS TRANSFERS &
RESIDENTDECEDENT MISC. NON-PROBATE PROPERTY
ESTATE OF Zvarich, William C. FILE NUMBER
21 - 14 -00379
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF EXCLUSION TAXABLE VALUE
NUMBER Include the name of the transferee,their relationship to decedent VALUE OF ASSET INTEREST (�F APPLICABLE)
and lhe date of transfer. Attach a copy of the deed for real estate.
1 PNC Bank Checking Account No. 51-4000-6458, 22,803.33 22,803.33
William C. Zvarich Revocabie Living Trust Agreement
dtd 2/23/2000, beneficiaries are Kathleen I Maeyer,
Susan E. Whaley, his children and Julie A. Baker,his
granddaughter
2 34 Shares of Prudential Financial @ $78.39 per 2,665.26 2,665.26
share, beneficiary is Kathlenn Maeyer, his daughter
3 PNC Investments, beneficiaries are Kathleen Maeyer, �22,914.30 122,914.30
Susan E. Whaley, his daughters and Julie Baker, his
granddaughter, assets are as follows:
Money Market
4 Partners Bank Certificate of Deposit s�,643.55 67,643.55
5 Republic Bank Certificate of Deposit s�,034.88 67,034.88
6 Real property situate at 123 East Green Street, ��2,000.00 112,000.00
Cumberland County, Shiremanstown, PA 17011, i
Revocable Trust Agreement dtd 2/23/2000
TOTAL(Also enter on line 7, Recapitulation) 395,061.32
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REV-1611 EX+(�0-08)
� pennsylvania n ���p�/�� ��/p����►H�� /���
� , ';'�� DEPARTMENT OF REVENUE r`J��'{py„�rpw7G�7FYrLJ
INHERITANCE TAX RETURN Ary1All�llt+TflA'r��'�`
RESIDENT DECEDENT rW11111�1h71 fVy
FILE NUMBER
ESTATE OF Zvarich, William C. 21 - 14-00379
Decedent's debts must be reported on Schedule I.
ITEM AMOUNT
NUMBER FUNERAL EXPENSES: DESCRIPTION
A. 1 Neill Funeral Home 8,129.27
2 Royer's Flowers 317.99
3 Carrabba's-After funeral reception 319.83
B. ADMINISTRATIVE COSTS:
�, Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s)Commission Paid
2. Attorney's Fees Caldweli & Kearns P.C. -- Elizabeth H Feather 2,500.00
3, Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 568.50
5. AccountanYs Fees
6. Tax Return Preparer's Fees
7, Other Administrative Costs
� The Patriot News-Advertising letters 220.37
See attached 7,144.90
TOTAL(Also enter on line 9, Recapitulation) 19,200.86
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Schedule H
' Funeral E�er�ses&
COMMNHER TA CE TAXE ETURN AN�A A�dminisfiativ�e Cos1s continued
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Zvarich, William C. 21 - 14-00379
Z 04-11-14 Lowe's - Mulch and landscape stones for house 30.95
3 04-11-14 T J Rockwells- Dinner for immediate family 140.00
4 04-15-14 Howard Landscaping - Removal of tree limbs 25.00
5 04-22-14 Postage- Prudentiai Forms to S. Whaley 10.99
6 04-23-14 AAA- Notary fee for SERS 5.00
� 04-24-14 Postage-Court documents and SERS 1.47
$ 04-28-14 Postage-Western Southern Insurance Policy Redemption 1.40
9 04-29-14 Postage - Banco Santander Stock and US Savings Bonds 11.60
�0 04-30-14 Notary- Prudential Stock Ownership changes 10.00
�� 05-01-14 Postage-Certified mailing for Prudential Policies 8.03
�2 05-02-14 Gasoline for 96 Buick 30.51
13 05-03-14 Kenneth Edgar-Grass mowing and edging 120.00
14 05-05-14 PPL Electric 10.59
15 05-05-14 Staples-Copies of Trust, etc. 27.01
16 05-07-14 Postage- Mail documents to S. Whaley 1.19
�� 05-09-14 Postage- Mail to S. Whaley, US Treasury and JP Morgan 19.17
�a 05-16-14 Superior Energy- Fuel Oil 544.48
19 05-16-14 PA American Water 49.02
20 05-16-14 Dylan Edgar- Lawn services 70.00
Page 2 of Schedule H
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Schedule H
Funeral E�er�&
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN Adminish�ativ�e Cosfis continued
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Zvarich, William C. 21 - 14-00379
21 05-18-14 The Patriot News-Ad to sell Optelec View Video Magnifier 26.75
22 05-25-14 MCI Service 1.12
23 06-02-14 Dylan Edgar- Lawn services 85.00
24 06-04-14 PPL Electric 27.55
25 06-11-14 Staples - Fax fee to send PNC transaction to Whaley 4.85
26 06-14-14 Dylan Edgar- Lawn services 70.00
27 06-18-14 Batteries Plus- Battery for garage door opener 3.70
Z$ 06-18-14 Postage- Mail estate items to S. Whaley 32.61
29 06-18-14 PA American Water 15.00
30 07-01-14 Lower Allen Township-Sewer 70.00
31 07-01-14 PPL Electric 2�•6$
32 07-01-14 Cash for misc. estate expenses 331.98
33 p7-12-14 Trash removal 42.11
34 07-12-14 Brian McPherson Auctioneer-Commission on sale of house 4,540.00
35 07-31-14 PPL Electric 30.32
36 08-12-14 PA American Water 16.02
37 08-19-14 School Real Estate taxes ($1,815.76 less credit of 1,567.03 at settlement) 248.73
38 08-19-14 Res-Com -Tax certification 15.00
39 08-19-14 Res-Com - Deed preparation 200.00
Page 3 of Schedule H
Schedule H
COMMONWEALTH OF PENNSYLVANIA FU�EX�I��
INHERITANCE TAX RETURN A�dminisfiativ�e Cos1s continued
RESIDENT DECEDENT
ESTATE OF Zvarich, William C. FILE NUMBER
21 - 14-00379
ao 08-19-14 Res-Com - Notary fees 10.00
41 08-24-14 PPL Electric 23.17
42 09-05-14 Lenk's Tree Service- Remove damaged tree at garage 200.00
a3 09-05-14 PA American Water 6.90
Page 4 of Schedule H
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�M, pennsylvania SCHEDULE I
DEPARTMENTOFREVENUE DEBTS OF DECEDENT, MORTGAGE
INHERITANCE TAX RETURN
RESIDENTDECEDENT LIABILITIES & LIENS
FILE NUMBER
ESTATE OF Zvarich, William C. 21 - 14 -00379
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
1 4-11-14 Rite Aid - Boost Food Supplement 5•99
2 4-14-14 Allstate Insurance Auto payment 638.08
3 04-15-14 Celtic Care Aide 100.00
4 04-17-14 Verizon 42.58
5 04-18-14 Internists of Central PA 10.00
6 05-08-14 American Water 50.64
7 05-08-14 PPL Electric 98�39
TOTAL(Also enter on Line 10, Recapitulation) 945.68
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F����a.�� �
REV-161S EX+(01-10)
�"���7� Pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Zvarich, William C.
21 - 14-00379
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not Llst Trustee(s)
I, TAXABLE DISTRIBUTIONS[include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
1 William C. Zvarich Revocable Trust U/A dated Trust beneficiaries are 100% of Residue
02-23-2000 Kathleen Maeyer,
Susan E. Whaley, his
daughters and Julie A.
Baker, his
granddaughter
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
II� NON-TAXABLE DISTRIBUTIONS:
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 O.00
JAMES R.CLIPPINGER C A L D W E L L & K E A R N S
JAMES L GOLDSMITH OF COUNSEL
STANLEYJ.A.LASKOWSKI A PROFESSIONAL CORPORATION JAMES D.CAMPBELL,JR.
DOUGLAS K.MARSICO
BRETf M.WOODBURN ATTORNEYS AT LAW CHARLES J.DEHART,III
MICHAEL D.REED
MICHAEL A.FARRELL THOMAS D.CALDWELL,JR.
THOMAS M.FRATICELLI (192&2001)
PETER M.GOOD 3631 NORTH FRONT STREET
ELIZABETH H.FEATHER HARRISBURG, PENNSYLVANIA 17110-1533 CARLG.WASS
DAVID A.WION
JEAN D.$EIBERT (1937-2010)
(�aREGORY D.CiE155 717-232-7661
THOMAS S.LEE FAX:717-232-2766 RICH RET R DEARNS
JESSICA E.MERCV
JOSEPH S.SWARTZ TH EFI R M@CKLEGAL.N ET
September 12, 2014
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of William C. Zvarich
No. 2114-00379
Dear Register of Wills:
Enclosed please find the PA Inheritance Tax return for the above mentioned estate. Kindly
stamp our file copy and return in the envelope provided
If you have any questions please do not hesitate to contact me.
Very truly yours,
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