HomeMy WebLinkAbout03-25-15 � � pennsyivania 15 Q 5 61410 5
EX(03-S+�M1)(PI)
REV��JOO OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN '� /� O ���
Harrisburg, PA 17128-0601 RESIDENT DECEDENT / /
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Oeath MMDDYYYY Date of Birth MMODYYYY
.
/� DZ CZs ��.ory o2-C2z /I4�3 . .
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Decedent's Last Name Suffix DecedenYs First Name MI
tZ r r z � M�s, .7-as�-n���� �;
(If Applicable}Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix 5pouse's First Name MI
� ' � ' �
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WI�LS
FILL IN APPROPRIATE OVALS BELOW
� 1.Original Return p 2.Supplemental Return p 3. Remainder Return(date of death
prior to 12-13-82)
p 4.Agriculture Exemption(date of � 5.Future Interest Compromise(date of p 6. Federal Estate Tax Return Required
death on or after 7-1-2012) death after 12-12-82)
� 7.Decedent Died Testate p 8.Decedent Maintained a Living Trust _—_ 9. Totai Number of Safe Deposit Boxes
(Attach copy of wiil.) (Attach copy of trust.)
p 10. Litigation Proceeds Received p 11.Non-Probate Transferee Return p 12. DeferraUElection of Spousal Trusts
(Schedule F and G Assets Oniy)
O 13. Business Assets O 14.Spouse is Sole Beneficiary
(No trust invoived)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CpRRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SNOULO BE DIRECTED T0:
Name Daytime Telephone Number
J D�N �• �O�Z�0 "7i�— 770—/�/l Z
First Line of Address
' �d 3 <-{�L L 7—O P /J2 '
Second Line of Address
City or Post Office State ZIP Code
l�/i�IJ Cc�A2IPl:QLI�1' �"�. ' l7OZO
CorrespondenYs emai!address: G�1��"F-�{7 (� CU�G.LLS�, (� 'l"'
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i REGISTER�WI�LS USE ON�Y -;7 J:
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' REGlSTER OF WIILS USE ONIY � ( ' n � r"a
DATE F1L�D MMpI?YYYY j t.' _`� : 1
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' i DATE FILED STAMP =� 'j ,:�
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PLEASE USE ORIGINAL FORM ONI.Y �-'�
Side 1
I IIIIiI IIIII IIIII IIIII Illll IIIII IIIII IIIII IIIII IIIII 1111 IIII
� 1505614105 15056],41,05 �
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J 15�56142�5
REV-1500 EX(FI) .
Decedent's Social Security Number
Jecedenfs Name:
RECAPITULATION _
1. Real Estate(Schedule A). ........................ ... ................. ':. � d -
_...... _ _ . .
Da'
2. Stocks and Bonds(Schedule B) . ...................................... 2. �Z,G�/ �Q Cf '-" .
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. -U -
4. Mort a es and Notes Receivabie Schedule D 4. - U "-
9 9 � ).......... ... ....... .. .. ...
_
Od
5. Cash,Bank Deposits and Misceilaneous Personal Property(Schedule E)...... . 5. Z�Q 6 -'
6. Jointly Owned Property(Schedule F} O Separate Billing Requested ....... 6. .� (� �
_
7. Inter-Vivos Transfers 8 Misceilaneous Non-Probate Property
(Schedule G) O Separate Billing Requested........ 7. _ V �
_ _ _ ....
8. Total Gross Assets(total Lines 1 through 7)....... ....... .. ... ... ....... 8. �?�L /Od ,
.
9. Funeral Expenses and Administrative Costs(Schedule H)... ....... .... ..... 9. � Zr �S'� -
10. Debts of Decedeni,Mortgage Liabilities and Liens(Schedule I)... ............ 10. � �j �
_.___.. .... .... _.. ,,,. ._____
e�
11. Tota�Deductions(total Lines 9 and 10)................................. 11. !Z &S '7 ^
a�
12. Net Value of Estate(Line 8 minus Line 11) .. ............................ 12. ���l 2 �. 2� -
_
;3. Charitabie and Govemmental Bequests/Sec.9113 Trusts for which
an election to tax has not bee�made(Schedule J) . ....................... 13. ' r. V _
br
14. Net Value Subject to Tax(Line 12 minus�ine 13) .... ......... ... ... .. ... 14. ! (yl Z t`� -
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousai tax rate,or
transfers under Sec.9116 , '
(a)t1.2)X A_ 15.
_ _
16. Amount of Line 14 taxabie , p. � �
at lineal rate X.0_ �/C�/ 2 Y?� - i 6. S 2��_S � Cj? _
17. Amount of Line 14 taxable
at sibling rate X.12 17.
18. Amount of Line 14 taxable
at collateral rate X.15 18�
_
r r ��
19. TAX DUE ............ ........... ..... . .... .. ...................... 19. S �6 S ^--_
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,corcect and complete. DeGaration of preparer other than the person responsible for filing the retum is based on all i�tormation of which preparer has
any knowledge.
NATURE OF ER N RE PONSIBLE FOR FILING RETURN DATE
ZZ�IA�I��
DRESS
(,03 l�t��ToP ���2 N�� CUr►b�.2L/�tr� � .��4-, t��70
SIGNATURE OF PREPARER OTHER THAN PERSON RESPONSIBLE FOR FILING THE RETURN DATE
ADDRESS
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LAST WILL AND TESTAMENT
OF
JOSEPHINE J. RITZA
I,JOSEPHINE J.RITZA,make this my Last Will and Testament,and I revoke any previous
Will.
FIRST: I direct my Executor to pay all my last illness and funeral expenses as soon as
convenient.
SECOND: Unless otherwise set forth on a memorandum lodged with my Executor, alI
personal effects, clothing, furniture, furnishings, jewelry, automobiles, other tangible personal
property of every kind, except only that used in a business or held for investment, and insurance
thereon, I give to my daughters, JOAN R.DORKO, and ELAINE POWELL, to be divided among
them as they may agree or, if they are unable to agree, as my Executor may decide. Any items not
so disposed of shall be sold by my Executor and the proceeds added to my residuary estate.
THIRD: All the rest, residue and remainder of my estate, of whatsoever nature and
wheresoever situate, including that over which I have a Power of Appointment, I give, devise and
bequeath In Trust to the Successar Trustee to myself as the initial Trustee, under the Trust
Agreement with me as Settlor dated :�`'� ` - , 2006.
FOURTH: I direct that all estate,inheritance and other taxes in the nature thereof,together
witli any interest and penalties thereon,becoming payable because of my death with respect to the
property constituting my �ross estate for death tax purposes, whether or not such property passes
under this Will,be paid from the principal of the Trust of which I am Settlor described in paragraph
THIRD above. No person receiving or having a beneficial interest in any such property, whether
under this Will or otherwise,shall at any time be required to contribute to or refund any part thereof;
provided, however, that this direction shall not apply to the taxes on any property included in my
estate solely because of a power of appointment thereof which I possess but have not exercised or
on any qualified terminable interest or to any generation-skipping transfer taxes.
FIFTH: My Executor is hereby authorized and empowered, in addition to such powers
�7ardi N.?006C'•MY FILHS\\VP CIirnL4-Z�DORKO RITZA JOAN MOiHERWAA M1fASTER E5T PLAN'1 OS.npd
granted executors by law, all exercisable without court order: (a)to sell securities or other property,
real or personal or both; (b) to borrow money from such persons as it may desire, including the
powcr to borrow from itself as an individual ar as a fiduciary under any Trust Agreement for any
purpose necessary or desirable in connection with the payment of taxes or other matters incidental
to the settlement or administration of my Estate, or for investment purposes, on either a secured or
unsecured basis, at such rate of interest as may be necessary and to sign notes and to pledge the
assets of my Estate as security therefor;(c)to make non-prorata distributions in kind or partly in kind
or partly in cash; (d)to retain all or any part of my property,real or personal, constituting my Estate
for such time as my Executor deems best or to invest or reinvest the same without being restricted
to "legal" investments, and invest, reinvest,buy, sell or trade options,puts, calls, or any other type
of financial instrument,the nature of which need not be contemplated or in existence at the time this
Will is executed; (e) to file joint income tax returns and to consent to joint gift tax returns with my
husband,his executors or administrators;(fl to compromise claims against or in favor of the Estate,
with or without Court approval on such terms and conditions as Executor deems appropriate,in my
Executor's sole discretion; (g) if the Estate includes any interest which I had in a business at the time
of my death, whether the same is a sole proprietorship, a partnership, or a corporation in which I
owned all or a substantial portion of the stock, to continue the business, until such time as my
Executor deems advisable to sell, liquidate or distribute the same in kind. Executor shall have all
rights and powers in connection with the business as I had when living,including by way of example
and not limitation,the powers to operate or join in the operation thereof as a going concern,to fonn
or re-�orm a general or limited partnership, to incorporate or re-incorporate and to liquidate or sell
rhe same or any part thereof, all as it deems advisable for the best interests of the Estate and of the
beneficiaries thereof; without any liability for loss resulting from the operation of said business
except where such loss is the result of negligence or fi aud on the part of the Executor; (h)to receive,
for its services in connection with any such business, such additional compensation as may be
commensurate therewith;(i) to claim,in my Executor's discretion,expenses of administration of my
Estate as deductions for federal income tax purposes, when this will result in an overall reduction
of income and death taxes for my Estate (no adjustments between income and principal or in the
amount of the distributions to the trusts created by separate instrument shall be required as a result
of such action); (j) in my Executor's sole discretion, to elect(or not) to treat as property passing to
my husband and as eligiUle for the marital deduction under I.R.C. Section 2056(a) property which
is "qualified tenninable interest property" within the meaning of I.R.C. Section 2056(b)(7), in all
'�tart�.h I 1.]OUGC•Ail'GILEti`,\VF Client A-7.'�ORKO R1`-"LA 10::K�'.0?H:iRV.AA MASTfiR EST FLAN i OS.xpA
regards except for such election; (k) in my Executor's sole discretion to allocate such exemptions
as are available as to the generation skipping transfer tax to any property, to exclude any property
from that allocation and to make all related allocations thereto. No beneficiary shall have any claim
against my Executor for exercising such allocation powers as granted herein. (1) in my Executor's
sole discretion to compromise taxes on future interests on such terms and conditions as Executor
deems appropriate;(m)to maintain reasonable reserves for depreciation,depletion,amortization and
obsolescence; (n) notwithstanding anything to the contrary herein, my Executor shall have no
power or authority to take any act or make any election, or refrain from either action, which power
or authority would cause the income or principal of my estate to be taxed to such executor for
income or estate tax purposes by virtue of the existence or exercise or non-exercise of such power
or authority; (o) to disclaim any interest in property, to such extent and as to such property as my
Executor deems appropriate.
SIXTH: I nominate, constitute and appoint JOAN R.DORKO,and CARL J.DORKO,or,
if neither survive me,then ELAINE POWELL,as Executor under this my Last Will and Testament.
No bond shall be required in this or any other jurisdiction of my Executor. •
SEVENTH: I hereby r.ominate, constitute and appoint JOAN R. DORKO, and CARL J. -
DORKO,or,if neither survive me,then ELAINE POWELL, as Guardian of the estate of any minor
or other beneficiary physically ar mentally unable to manage his ar her affairs and to serve without
bond in this or any other jurisdiction.
If any beneficiary of my estate is under the age of eighteen (18) years at the time at which
distribution of any property devised and bequeathed by this Will would otherwise be made to such
beneficiary, or is unable to manage his or her own affairs, my Executor shall distribute all such
property to the guardian of the estate of such beneficiary.
The guardian shall hold,manage,invest and reinvest any property received by the guardian
(whether under this Will or otherwise),
Alardi N.JOOG(]-�•M1tY FlLES`,NP Clicui A-Z',DORKO Rll'ZA 10`:N MGTHERb1AA titASTER EST PLAN 7 OS.��pd
his or her affairs, the guardian shall distribute to such beneficiary all property held by the guardian
for such beneficiary.
If such beneficiary dies before attaining the age of eighteen{18)years,or becoming able to
manage his or her affairs, the guardian shall distribute to the personal representative of such
beneficiary's estate all property held by the guardian for such beneficiary.
EIGHTH:I hereby authorize my Executor in addition to all powers granted by law,to make
such election in connection with settlements under employee benefit plans in which I have an interest
as my Executor deems most advantageous under all the circumstances.
NINTH: The compensation payable to my Executor shall be the compensation due, in
accordance with the fee schedule of my Executor at the time such services are rendered, or if my
Executor is an individual, such compensation shall be reasonable compensation.
TENTH: The words "child,children, or issue", as used in this Will, shall include adopted
persons and persons born or adopted after the date of this Will,respectively unless expressly stated
to the contrary.
IN WITNESS WHEREOF,I,JOSEPHINE J.RITZA,the Testatrix,to this my Last Will and
rinted on five 5 sheets of a er have set m hand and seal this "" day of �' �:- ,
Testament, p � ) p p y
2006.
, ,
; . =_(SEAL)
� JOSEPHINE J. RITZA
Signed, sealed,published and declared by Testatrix as and for her Last Will and Testament, in
our presence, at her request and in the presence of each other have hereunto set our hands and seals
as attesting witnesses.
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Much 22.100bC:`MY F(LFSWP C7imt A-Z�DORKO RITLA JOAN MOTF�RWM�TER FST PLAN 7 OS.apd .
COMMONWEALTH OF PENNSYLVANIA: SS:
COUNTY OF DAUPHIN:
,
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We, �
JOSEPHINE J. RITZA , the Testator/Testatrix, 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/Testatrix signed and executed the instrument as his/her last
will, and that he/she had signed willingly and that he/she 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 TestatorlTestatrix signed the Will as witness; and that to the best of his knowledge the
Testator/Testatrix was at that time eighteen or older, of sound mind and under no constraint or
undue influence.
�. �
Testator/Testatrix '
witness
; '
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# � �� ' �� �� -
�� _
witness
Subscribed, Sworn to and acknowledged before me by JOSEPHINE J. RITZA ,
(Testator/Testatrix�and Subscribed and Sworn to before me by� � .� � �
, and ��..��
_ ;.,, i � �::. �'��_`'�� the witnesses, thi�a� day of_����2�, 2006.
SEAL
ary Public
My Commission Expires:
WEALTH 0�PENNSY�vA�tA
�O�MO� Notar+al Sea1
Riedel,No�N Qu�'�ic
K�mberlY�: �ayphln County
G;�y pf Harrisbn�x�res Mar.7,��10
MY Gommis:!�
— A'1�g 1v9�i&
association oi Not2sles
R EST PLW 7 OS.wpd
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