HomeMy WebLinkAbout04-24-15 � r X '., 15�561412❑ 3wasmo.000
pe�nnsylvania
xve IX(C}14)(�P)
REV-1500 �`"�"`uSEONLY
co�nrycoae r�� ruervumee�
a�rea�m ma�vie�ai r�es INHERITANCE TAX RETURN
aaeoxzeoso� RESIDENTDECEDENT Z � Zely a �� '7
Hertlsbur PA�]12BA60� .
ENTER�ECEDENTINFORMATION BELOW
SOLId15¢curifyNUmb¢! �a[¢o(D¢a�h MMDDTWv �a�eOfBltlh MM��VVW
09052014 01191915
�ecetlenCs Last Name Suffix DecedenCs First Name M�
VERHOVSHEK ANTHONY �
pf Applicable) En[er Surviving Spouse's Information Below
Spouse'sLasiName SURix SpousesFvs[Name MI
THIS RETl1RN MUST BE FILE�IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1. Ori9inalReWrn � 2. SupplementalRelum � 3. Pe�maQdZr 3e82'(tla�eoideath
� 4. AgricWWreExemption(tla�eof ❑ S. FUWreIn[eresiCompmmise(tlateof � 6. FederalEs�ateTavReturnRequiretl
deaYh on or after 1-1-2012) death aFter 12-02-82)
O ]. Decetlent�ied Testate ❑ 8. DecedeN Main�ained a Living Tms� — 9. To�al Number ot Safe Deposi�Bores
(A��ach copy ofwill) (Aflach copy otWs[.j
� 10. Litigation Pmceetls Receivetl � 11. Non-Probate Transferee ReWm � 12. �eferrallElection of 5pousal Tmsis
(SCM1edule F antl G Assets Only)
� 13.BusinessAssets � 14_ SpouseisSoleBeneficiary
(No trust involvetl)
CORRESPONOENT- TXIS SECTICN MUST BE COMPLETEO.ALL LORRESGON�ENCE ANO CONFIOENTIAL TPX INFORMATION SNOIIL�BE�IRECTED TO:
Name �a}rtime Telephone Number
EDWARD A STANKOSKI JR 717-845-1524
First Line a(Address
MPL LAW FIRM
Second Line of Atltlress
137 E PHILADELPHIA ST
City or Posl Office Sta�e ZIP Cotle
YORK PA 17401
co.respo�aenrsema�iaaaressflSTAtyK4S_KZaMPL—LhW. CO-ri'1 -
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REGISIEROFWI�L5U5EONLV ..� -� �� p
OATE FILE�MMOOVYYY ['' -L� � �n �
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PLEASE USE ORIGINAL FORM ONLY � �
Sitle 1
L IIIIIIIIIIIIIIIIIIIIIIIIII'IIIIIIIIIIIIIIIII'IIIIIIIIIIIIIII
15�5614120 1505614120 �
� 1505614220
RFV-isao EX(rr) �
DecetlenYs Social Security Number
oe�ea��rsrv�me�ANTHONY J VERHOVSHEK
RECAPITULATION
1. Real Estate(Schetlule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
p • 00
Z. Stocks antl Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . . 2. 20 92 • 28
3. Qosely Held Gorpora6on, Partnership or Sole-Pmprietorship (Schedule 6). . . . 3. 0 • ��
4. Morigages and Na�es Receivable(Schedule D). . . . . . . . . . . . . . . . . . 4. � � �0
5. Cash, 6ank DeposiLs and Miscellaneous Personal Property (Schedule [�. . . . . s. 119717 • 83
6. Jointty Owned Pmpetly(Schedule P) �� Separate Billing Reqves�etl. . . . . . 6. � � ��
�- IntervVivos Transfere 8 Miscellaneous Non-Probate Pmperty
(Schedule G) � Separate Billing Requested. . . . . .]. 0 • ��
8. Total Gmss Asse[s(total Lines 1 through ]J. . . . . . . . . . . . . . . . . . . 8. 12181� . 11
. 9. Ponetal FXpenses antl Atlministrative Costs(Sche�ule H). . . . . . . . . . . . . 9. 13312 • 77
10. Oebts ot Decetlent,Morigage Liabilities and Liens(Schedule I) . . . . . . . . . 10. 7284 • 02
11. TOW1Oetivc6ore(totalLines9and10J. . . . . . . . . . . . . . . . . . . . . 1L 2�596 • 79
12. Netvameofes�nte(LineeminusLinell). . . . . . . . . . . . . . . . . . . 12 101213 � 32
13. CharitableandGovemmentalBequests/Sec.9113Tms�sforwhich
an eledion to tax has not been made(Schcdule J) . . . . . . . . . . . . . . . 13. � � • 0�
14. Net vame su�ject ro iu(Line 12 minus Line ia). . . �4� 101213•32
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES �
15. Amount of Line ib tarable
at�he.spousali�rate,or �
trensfers untlerSec.9116 -
(a)(L2)X.0- � . �� 15. � . ��
�s. nmountot�inei/yt�.vab�e 101213 �32 �s. 4554 � 60
ai lineal rate X o-
1]. AmountofLinel4tarable - 0 . �0
atsibiingretex.i2 0 .0� 1].
18. Amount of Line 14 taazble
at collateral ate X.15 0 . 00 18. 0 • 0 0
ts. lauoue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . i5. 4554 . 6�
20. FILL IN THE BOX IF YOU ARE REpUESTING A REFUN� OF AN OVERPAVMENT ❑
11nCe�penalfiesofparjury,ItleclareIDatlM1s�e ramnetll�isreWm,indutlingac mpanylnBschetlulesantlstelemenls,antl[ofM1ebestofmyknowleE9eantlbeliel,
it Is We, co rect antl complHe. �eclaation Wep�eparer otM1et��en Ne person esponsible for flling Ne reNm is C¢setl on all inbrmatlon of wM1icM1 p�eparer M1as
enyknowleE9e. �
SI�N OF PERS N RESP0�1/�f%R FlLING RERIRN . �ATE
--�/ ��� / 03-27-2015
AlllyttESS� T
875�W db idg R ad York P7� 17402
SIG 0 pR6p��PE ONRESPONSIBLEFORFlLMGTHERENRN �ATE
�!X-��-��H 03-27-2015
A�DRE55
137 East Philadelphia Street, York, PA 179�1
L iiiiiiiiiiiiiiiiiiiiiiiiii��i�iiiiiiiii�iiiiiiiiiiiiiiiiii Side2
1505614220 J
3W<6A89.��
eev-iamex�lPiaagea F�iev�mee� 21-2014-0907
DecedenYs Complete Address:
oECEOEr�rs Name
ANTHONY J VERHOVSHEK
sweerno�Ress � -
325 WESLEY D RIVE APT 110 . ._
CIN � STAiE ZIP
MECHANICSBl1RG PA 17055
Tax Payments and Credits:
�. iaxoue(aage2,une�9) Ii) _ _ 4554 • 60.
2 CreditslPayments
A.PriorPaymen�s _ . ._ 35�0 . 00
6.olscaunt 1 8 4 � 2 1
(see�inswcu'ons) � rotaicrernis(A+B) Iz) 3 6 8 4 • 2 1
3 Interest
�a� o . 00
4. If Line 2 is g�ea�er�han Line 1 *Line 3,en�er�he diffe�ence.This is the OVERPAYMENT.
Fill in oval on Page 3,Line 30[o requesf a refund (4) . � • 0 0
5. If Cine 1 + Line 3 is grealer ihan Line 2,en�er�he difference.This Is the iAX DUE (5) 870 • 3 9_
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS 8Y PIACING AN "7(" IN THE APPROPRIATE BLOCKS
1. Ditl tlecetleni make a Vansfer and Ves No
a. retain Ihe use or income of ihe propetly iransferred . . . . . . . . . . . . . . . . . . . . . . . . .❑ �
b. re[ain IM1e righl to tlesignate who shall use�he pmperry Iransferred or i�s Income . . . . . . . . . . .❑ ��T
c. retain a reversionary interesl . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .❑ LrnJ
d receive Ne promise for II(e of either paymenis,benefi�s or care9 . . . . . . . . . . . . . . . . . . .❑ I '_'J
2 I!tleath occurred afler Dec. 12, 1982, did decetlent�ransfer propetly within one year o(dealh
without receiving adequa�e consideretion9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .❑ �
3. �id deceden[awn an"in�rusl!or"or payable-upon-death bank account or security al his or her tlea�h?. .❑ �
4. �id decetlent own an intlivitlual retirement account, annuity, or olher non-pmba�e pmperly,whic�
containsabeneficiarytlesignalionP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .❑ �
IF THE ANSWER TO ANY OF THE ABOVE �UESTIONS IS YES, YOII Ml1ST COMPLETE SCHEOULE G ANO FILE IT AS PART OF THE RETURN.
Fa dates of tleaID on or atter July 1, 1994, and betore Jan. 1, 1995, Ihe[ax rate Imposed on[he net value of transfers lo or tor the use of�he surviving spouse
is 3 pemant[]2 P S_§9116 (a)(1 1)(i)�_
For dates of dealh on or after Jan. 1, 1985, �he �ax rate Imposetl on �he net value ot Vensfers to or for [he usa o( tM1e surviving spousa is 0 percent
�]2 PS-§9116 (a)(1.1)�i)]. The staWte does no�exempl a Iranefer to a surviving spouse imm tax, antl ihe slatulory requirements tor disclosura of assets antl
flling a lax retum are still applicable even if the surviving spouse is the only beneflciary.
Fwtlates of tleatM1 on or af[er July 1.2000'
• The tax rale imposed on ihe net value of transfers fmm a tleceased chiltl 21 years of age or younger at tleaih �o or tor[he use of a naWral paren�, an
adop�iva paant or a steµparent of the chlltl is 0 pement[�2 P.S.§9�18(aJ(L2)].
• The tax rate Imposetl on t�e ne[ value of Vanslers lo or fo� �he use o(IM1e tlecetlenfs linaal hene�cianes Is 4.5 pe¢en�, axcep� az mtetl In ��2 F5.�9116�e)�1)�.
• The tax rate Imposatl on the net value o1 Vans(ere to or for�he �ae of Ihe decetlen�'s siblings is 12 percant�]2 P.S.49116(a)(1 3)].A sibling Is deflnetl,
under Sec�ion 9102,as an intlividual who has a�leas�one parent in common wi�h ihe decetlent,whe�her by blood or atloption.
3W06]i fi 00�
a�,_,��.,�,�
pennsylvania SCHEDULE B
oeana.nneNroFR�r�uE � STOCKS & BONDS
INHERffANCETAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF
Anthony J Verhovshek _ 21-2019-0907 _ _
� All property foin[ly ownetl witM1 rigM1t of survivorsM1ip must be tlisclosetl on SCM1etlule F.
T VHWEAT�ATE
ITEM
NOMBER DESCRIPTON OF�EAiR _
1. 38 shares MetLi£e Policyholder Trust @ 55.06 2,092.28
Hi 55.37 L SG ,']5 Avg 55.06
�. _ . — - . . . _ .. . .
TOTAL (AlsoenteronGne2,RewpiWla�ion) $ 2� 092.28
3waass i coo � If more space is needetl,insert atldltional sheets of�he same size �
Rc/-'5W E%��064)
pennsylvania SCHEDULE E
r�wa.meriroFaEveHue CASH, BANK DEPOSITS & MISC.
iHner+i.nHCE rar aE*�Rr+ PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
Anthony J Vechwshek 21-2019-0907
� incwee me vmceee:ot nnqD�ion a�o�ne aa�a�ne pro��o:were recei�o ey me e:u�e.
All properry jointly ownad with rigM1t of survivorsM1ip musl be tlisclosetl on ScM1edule F.
ITEM� VALUE AT OATE
NUMBER . ESCRIP�ION _� OF�FATH
1. �. PNC checking account #5190073167 3�292.19
2. Check in transit at death from PSECO � 25, 000.00
3. PSECU checking account 92, 096.10
9. PSECO saving account 29'ZB
5. PSECO CD 20�363.52
G. Accrved intexest on 3� 9 b 5 '_6.19
7. KSKJ matured endowment paid to Estate 1,206.00
e. Cumberland County - veteran burial death benefit 100.00
9. Senior Health Insurance of Peansylvaaia policy proceeds z6, 603. 90
10. Pennsylvania State Employee Retirement - final check 350.15
11. Federal income tax refund 2019 retuin 661.00
TOTAL(Alsoenleranline5.Recapi�ulation) b __ 119� 717.83
JWa6Fo 1 000 II more space Is nee0etl,use atltlifional s�ee�s of Oaper of�M1e sema s6e.
�� PNC
October 8, 2014 '
Kathy Stankoski
A75 Woodbridgc Rd
Yock,PA 17402
12E: AnthonyJ Verhovshek
SSN: 172-24-8076
l1011: 09-OS-2014
Dear Ms. Stankoski:
In response to your requcst for Date of Death (DOD) balances fo�the customer�oted above, ou�
rccards show ilte following:
Checking Account
Accounttl5140073167 Established: 05-01-]977
ANTHONYJVERHOVSHEK
l1011 baLance: $3,292.19 non-interest bearing account
Please note[hat this office pmvides date of death balances for deposit accounts QRAs, CDs, Checking and
Savings). We do no[procese any Suaocial trausactions or providc s[atemeu[s. If you need assisiance with
any of tttese items,please call 1-888-PNC-BANK(1-888-762-2265)or stop by your local PNC Bank branch
office.
SinCCroLy,
National Financial Services Ceuter
PNC Bazilc,N.A.
MemberFDIC
This message ts intended for the use of the indrvidual or entity!o which it is addressed and may
contain information that is privfleged, eanfidenttad and exemptfrom disclosure under applicab[e law.
Iflhe reader of this message is not the intended recipient or the emplayee or agenl responsabie for
delivering this messoge to the intended recipient, you are hereby nofrfied thot any dasseminaHon,
distribution or copying ofthis communica[ions is stricdy prohibited. Ijyou have received this
communicalion in error,please nottfy me immediately by reply or by telephone at 800-762-177J qnd
immediately destroy lhis faxed document.
Page I of 1
PSEC�
� ��,Za,2��4
MPL LA W F1RM
� Edward A. Stankoski,7r. Esq. �
137 East Philadelphia Sheet �
York,PA 17401 �
� Re:ANT'HONY J VLiRkIOVSHEK, Deceased.
PSECU Reference#8206699332557 �
Dear Attomcy Edward A. Stankoski,Ir.:
The above iefecenced perso¢has a�account wi[h PSECU which was opened on Ol/IS/1978. 'I�he Share
accoist�were iridividually held by ANTIIONY J V F.RHOVSAEK.
Ihe following arc the Date ofDeath Balances foi ANI'HONY 7 VERIIOVSHF.K's accou�t with
YSECU: �
Aocount Dateofllea[hBalauces In[erest—Septemberl-5
Savings (SI) $ 2Y.28 $0.00 �
Checking (S4) $42,09532 $0.78
Mouey Ytarket (S7) $ 0.00 $0.00
CertiEcate (S56) $30,36226 $ 126 .
� The account hzs bcen closed per your requesi,enclosed is a c6eck rota]iug the share baiance(s).
ifyou have any questions, please contact our departrnent roll-free at(800)237-732$press 6,extensiou
3120 or email accountservices'o�osecu.com.
Sincera ', .
Shersy Gen. �
Member Service Represen�ative
PSF.CU
P. O. PO% 6]013 HARRIS8l1RG, PA I7106-]013 600d37J328 »psecacom
iH15 CRE�IiUNION IS FEDEAALLV INSOflED BYiHE NNiIONAL(ftEDITUNION A�MINISiRAiION.EQUNLOPPOfliUNIiY LENUEA.
Long Term Care Group,lnc 1962663
2592094 ESTATE OF ANTHONY J. VERHOVSHEK 139869852 02/03I2015
� OurRefere�e Vourimroice �. �Invuce Invdce � � AmounlPaiE . �.WiM�oltlln9 . Net .
� Numbet . � Number Date . Amomrt . AmouM �. .� �� AmourR �.
2592094 22002592502 02/03/2015 $500.00 $500.00 $0.00 $500.00
$500.00 $500.0� $0.00 $500.00
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Lort Term Care Gro ItlC. BNYMeIIm Bank N.A.
LTCGg �, M��,��M���a�,
POBox64913 5WRoseSbeet so-i a
St Pavl,MN 55I64 PNSEmgR PA 15262 �,13
ImpTv�Gr<C�uq�Le
� �DATE �� � � CHECKi �� . �� AMW
OZ03I2015 1962663 $500.00
PAY Five Huntlred Dollars And Zero Cents VOIDAFIER 1BOOAYS
rorHE ESTATE OF ANTHONY J.VERHOVSHEK
OftDER
oF C/OKATNYSTANKOSKI
875 WOODBRIDGE RD �,�(a��
YORK PA 17402
Senior Health Insurenee Company of Pennsylvania
3 . . . .. _ .. . ._ - .
��• i962663ii' �:04330L60L�: 107���8467��•
Lnng Term Care Group,Inc. 1962662
2592094 ESTATE OF ANTHONY J. VERHOVSHEK 139869852 02/03/2015
OurRelere�e . . Vourinvoice Imrolce Imalce AmounlPaiO �hWn^g. .� qmounl
. Numher . . . NumCer Oate Amaurrt
, 2592094 22002592502 02/032015 $15,000.00 $15,000.00 $0.00 $15,000.00
$75,000.00 $15,000.00 $0.0� $15,000.00
.. ........ ... . Long Term Care G�oup,lna M,r�n c mM semca cenrer
LTCG POBox64913 sooaosss�e sa�so
SC Pau1,MN 55764 PiLLtburgM1,PA 15283 �33
leqiv�G�ef.rv�V.Nc �� C.f'�'F.�* , .�µT
ovosr2o�e �ss2ss2 $�s000.00
PAY Fifteen Thousand Dollars And Zero Cents VOIDAF7ER180DAY5
roniE ESTATE OF ANTHONY J.VERHOVSHEK �
ORDEIY
°� C/O KATHY STANNOSKI
875 WOODBRIDGE RD ' fQ,((e�
YORK PA 77402 '¢������
Senior Heatth Insuronce Company of Pennsylvania
. m �q62662i�• �;p4330i60N: 107���8467ii'
1967170
Long Term Care Croup,lnc 139869852 02/12/2015
2601098 ESTATE OF ANTHONY J. VERHOVSHEK � � Net
� Ou�:Refererce � Yaulnvolre�.� : . Imvice Invdce � AmouMPak �h� Amoun[ . �.
'Num�er � Numb4r� ... : �Daie �. �AmauM �
2601098 �2200260i971 02/122015 $11.703.40 $N,103.40 $D.00 $11,103.40
i $11,703.40 $11,103.40 $0.00 $17,103.40
� �� BNYMe�bn Bank,NA.
Long Term Care Groug Irtc Mmpn cnem s�e cenre�
LT!'�(r POBox64913 saaaw:streei so-iso
1 �-'�� Sc Paul, MN 55164 Pitlebw9R PA 15262 433
�.ex...�cmm�... �DATE���. . .G �K9 . . FMOUp�T
02/12/2015 1967170 $11 103.40
PAY Eleven Thousand One Hundred Three Dollars And Forty Cents mioac�rea+eo onvs ,
TOTHE ESTATEOFANTHONYJ. VERHOVSHEK �
ORDEft �a_�
oF Gp KpTHY STANKOSKI �� ���
875 WOODBRIDGE RD pU.r✓y.,Je�i�acwi
YORK PA 17401 �/
Senlor Hea/th Insurance Company oi Pennsylvanie
��• L967L70i�• �:�433D160L�: 107���8467ii'
"`",�„ ".`°�," SCHEDULE H
pennsylvania
oEPra.ME�+-o�r+r�NUE FUNERAL EXPENSES AND
��„�„rq„�,,,,aE,,,RN ADMINISTRATIVE COSTS
eee�oen�ce�oeNr _ -
- � - �� - FILE NUMOER
ESTPTE OF
Anthony J Vexhwshek 21-2019-0907 _ .
� OocetlenPs tlebb mus[be repotlatl on SCM1etlule I.
. . . . __ . . —� -
ITEM
NUMBER �ESCRIPTION AMOUNT _
A. FUNERPLEXPENSES-. �
�, Pazthemore F�nexal Home - Charges in excess of burial trvst 1�939.59
2. Radisson - funeral luncheon 907.93
B. ADMINISTRATIVECOSTS�.
1. PersonalRepresemativeCommissions: 6� 000.00
Name(s)ofPersonalRepresentative(s�athy Stankoski _ . .
9ree�Address 875 Woodbridqe Rd . .
City York . . .. State PA . ZIP 17902 _
Veer(s)Commission Paltl- 2015 _
9, 835.00
2. AVomeyFees:
3. Family Exemption� (If decetlenfs adtlress is no�mesameas daimanCs,anach emlanation) 0.00
Glaimant . . . - - —
SVee�Address . -
. City __ . . _. S�a�e .. ZIP . _
Rela�ionship of Claiman��o�ecetlen�_ . , _ .
3 ]0.50
q, Probate Fees:
5. Accoun�an�Fees:
6. TaxReWm Prepare�Fees:
�. Cumberland Law Journal - advertise estate 75.00
Patriot News - advertise estate 185.30
TOTAL(Also enter on Line 9,Recapilula[ion) I S 13, 312.77 '
3�.vasnc zma If more space is needed, use addi�ianal sheets oi paper of�he same size.
"E0151`".°'," SCHEDULE I �
pennsylvani�
vu�rm�ror aFK.wE DEBTS OF DECEDENT,
w�r+irr,Nce.A*keruAn MORTGAGE LIABILITIES & LIENS
SIOEMCEWI][NT - _ - -
ESTATE OF � FILE NUMBER
Anthony J Verhovshek 21-2D19-0907 _
Report deb[s incurretl by t�e tlecetlent prior to deaeM1[hat remainetl unpaitl at[M1e tlaM ot tleatM1.inclutling unreimbursetl metlical expenses.
ITEM � VALUE AT DATE
NUMBEft DESCRIPTION OF DEATH
�_ Taste of Home - balance due on account 10.00
2. Bethany Village - balance due on account ?,210. 17
3. Home Instead - bala�ce due on account 5, 006.50
9 . Medicine Shoppe - balance due on acrount 57.35
� � TOTAL(AlsoenteronLinelqRecapiWlation) § ._ �7, 284.02
3wasnn i oao � � If more space is neetled, Insetl additional sheets of ihe same sire.
RE°,�„�'�°, '°, SCHEDULE J
pennsylvania
oEP�+FMOF Rr���E BENEFICIARIES
INHERITHNCETAXRETURN � � _ _
RESI�EN10ECeoENT _ � FILE NUMBER:
ESTATEOF: 21-2019-0907
Mthony J Verhovshek . - — - —
R LAE ITONSHIPTO�ECEDEM �' AMOUNTORSHARE
NUMBER � NAMEANDPDDRESSOFPERSON(5)RECEIVINGPROPERTY
OONatListTmstea�s) OFESTATE
� Tq%qBLE�ISTRIBOT'ONSpnduEeoWng�l pousaltlislnbutionsanEtanstersuntler
Sec-9116(a)(1 2).�
� Gregory John Verhovsheck
Grandson 50, 606.66
� Grandson 50, 606.66
Anthony Verhovshek
— ENIER�OLLARAMOUNTSFOR�ISIItIBUTON55HOWNABOVEONLME515iHRO0GH1I90FREV-050000VERSHEET,ASAPPROPRIATE.
�� NONTH%ABLE�ISTRIBUTIONS I
A SPOUSALOISiRIBUilONS UN�ER SEC110N 9113 FOR WHICH AN ELECTION TO TAX IS NOTTNKEN�.
1
I
�B.CHARITABLE ANO GOVERNMENTAL�ISTRIBUTIONS�.
1.
� TOTALOFPARTII-EMERTOTALNON-TA%ABLEDISTRIBUTIONSONLINE130FftEV450000VERSHEEL�.
— � � If more space is needed use adtli�ional sheets of paper of the same size.
swaen:�.oco
LAST WILL AND TESTAMENT
OF
ANTHONYJ.VERHOVSHEK
Introductory Clause. I,ANTHONY J.VERHOVSHEK,a resident of and domiciled
at 325 Wesley Dnve,Apt. I lq Mechanicsburg, in the CounTy of Cumbedand,and
Commonwealth of Pennsylvauia, do hereby make,publish and declare Uils to be my Last Will
and Testament,hereby rewking all Wills and Codicils at any time heretofore made by me.
1 have two living grandchildren: ANTHONl'VERHOVSHEK and GREGORY
VERIiOVSHEK, from my one deceased child: GREGORY A.VERNER, who died August 5,
2012.
TTEMI
Direction to Pay Debts. I clirect that a➢ my legally enforceable debts, secured and
unsecured,be paid as soon as practicable after my death.
TTEM II
I direct tUat:
(1) Direction to Pay All Taxes from Residuary Estate. Excepl as provided in(2)
herein, all estate,inheritance, successioq death or similar taYes(except generarion-skipping
transfer ta�ces)assessed with respect to my estate herein disposed of, or any part thereof,or on
any bequest or devise contained in this my Last Wil] (which tean wherever used herein shall
include any Codicil hereto),be paid out of my residuary estate and s1�a11 not be chazged to or
against any recipient,beneficiary, transferee or owner of any such property or interests in
proper[y included iu my estate for such taac purposes.
(2) Apportion Taxes an Nonprobate Property. All such ta�ces in respect to any
proper[y or interests in property included in my�'oss estate under Sections 2035,2036, 2037,
2038, 2039, 204Q 2041,2042, and 2044 of the Intemal Revenue Code shall be chazged agains[
and paid by the recipient or beneficiary of such property or irterest in proper[y or from the
proper[y or interest in the property,provided,however,there shall be no apportio�ment against
any donee or recipient of any such property or interest in property which is a qualified chazity
under Section 2055 and the propeRy or interest in properiy was allowed in my federal estate tax
proceedings as a charitable deduction. The amount of the tax to be charged against such donee
or recipient shall be detevnined by multiplying a fraction (the nwnerator of which shall be the
I,ast Will and Testament of Anthony J. Verhovshek Page 1
federal estate ta�c value of[he property to be appofioned as finally determined in my federal
estate ta�c prceeedings and the denominator of which shall be the total value of my taxable estate
for such federal estate ta�c purposes)times the net amouut of such taxes payable by my estate
after the application of all credits against such taaces.
1"CEM III
General Bequest of Personal and Hoasehold Effects. I give and bequeath all mY
personal and household effects of every kind including but not limited to fumiture, appliances,
fumishings,pictures, silvenvare,clnna, glass,books,jewelry,wearing apparel,boau,
automobiles, and other vehicles, and all policies of£v'e, burglary, proPertY damage, and other
insurance on or in connection with the use of this properly,to my grandchildren su�viving me in
approatimately equal shazes; provided, however,the issue of a deceased grandchild surviving me �
shall take per stitpes the shaze their parent would have taken had he or she survived me. If my
issue do not agree to the division of the property among themselves,my Executor shall malce
such division among them,the decision of my Executor to be in all respects binding upon my
issue. If any beneficiary hereunder is a minor, my Execu[or may distdbute such minor's sk�ere to
such minor or for such minor's use to any person with whom such minor is residing or who has
the care or control of such minor without further respo�sibiGry and the receipt of the person to
whom it is distributed shall be a complete dischazge of my Executor.
TI'EM IV
Outrig6t Gift of All Property to Grandchildren. 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 execuUon of tlus Will,
absolutely in fee simple to my surviving grandchildren in equal shares,provided,however,the
then living issue of a deceased grandchild of mine shall take per stupes the siiare their parent
would have taken had he or she survived me.
ITEM V
Naming the Executoq Executor Succeasion,Executor's Fees and Other Matters.
The provisions for naming the Executor,Execu[or succession,Executoi s fees and other matters
are set forth below:
(3) Namiog an Individual Executor. I hereby nominate, constitute and appoint as
Exewtor of this my Last Will and Testament KATHY STANKOSHI and direct that she shall
serve without bond.
(4) Naming Individual Successor or Substitute Executor. If my individual
Executor should fail to qualify as Executor hereunder, or for any reason should cease to act in
such capacity,the successor or substitute Executor who shall also serve without bond shall be the
next person willing to serve from the list below in the order named:
EDWARD A. STANKOSHI,JR
Las[Will and Testament of Anthony J. Verhovshek Page 2
ANTHONY M. STANKOSKI
(5) Fee Schedule for Individual Executor. For its services as Executor,the
individual Executor shall receive reasonable compensation for the services rendeted and
reimbursement for reasonable expenses.
TTEM VI
Powers for Eaecutor. By way of illustration and not of limitation and iu addition to any
inhecent,implied or sbtutory powers granted to Executors gene�ally,my Executo[is speci5cally
authorized and empowered with respect to any proper[y,real or personal,at any time held under
any provision of this my WiIC to allot,allocate behveen 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, �ant 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 inwme tax basis of such asset,
and in general,to exercise all 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 Executor may seem best, and to execute and deliver any and all
instruments a�d to do all acts which my Executor may deem proper or necessary W cazry out the
purposes of this my Will, without being limited in any way by the specific gants of power made,
aud without the necessiry of a court order.
ITEM VII
Provision for Executor to Act as Trustee for Beneficiary Under Age'Cwenty-One.
If any skiare or proper[y hereunder becomes distributable to a beneficiary who has not attained
the age of Twenty-one(21)years or if any real property stiall be devised to a person who has uot
attained the age of Twenty-one(21)years at the date of my death,then such st�are or proper[y
shall immediately vest in the beneficiary,but notwithstanding the provisions herein, my Executor
acting as Trustee shall retain possession of the share or property in trust for the beneficiary until
the beneficiary attains the age of Tweuty-one (21), using so much of the net income and
principal of[he share or property as my Executor deems necessary to provide for the medical
care,educatioq support and maintenance in reasonable comfort of the beneficiary,taking into
consideretion to the extent my Executor deems advisable any other income or resources of the
beneficiary or his or her parents known to my Executor. Any income not so paid or applied
sf�all be accumulated and added to principal. The beneficiary's shaze or properly shall be paid
over,distributed and conveyed to the beneficiary upon attaining age TwenTy-one(21), or if he or
she shall sooner die,to his or her executors or administrators. Whenever my Exewtor
deteanines it appropria[e to pay any money for the benefit of a beneficiary for whom a rivst is
created hereunder,tt�en the amounts shall be paid out by my Executor in such of the following
ways as my Executor deems bes[: (1) directty to the beneficiary; (2)to the legally appointcd
guardian of the beneficiary; (3)to some relative or fnend for the caze, support and education of
the beneficiary;(4)by my Executor using such aznounts direcdy for the beneficiary's care,
support and education; (5)to a custodian for the beneficiary under the Unifomi Gifts or
Last W ill and Testament of Anthony J. Verhovshek Page 3
Transfers to Mioors Act. My Executor as trustee shall have with respect to each shaze or
property so retained all the powers and discretions wnferred upon it as Executor.
TTEM VIII
Discretion Granted to Executor in Reference to Tax Matters. My Executor as the
fiduciary of my estate skiall have the discretion,but shall not be required when allocaUng receipts
of my estate betweeu income and principal,to make adjustmerts iu the rights of any
beneficiaries, or among the principal and income accowrts to compensate for the wnsequences
of any tax decision or electron, or of any investrnent or administrative decisioq that my Executor
believes has had the effeck directly or indirectly, of preferring one beneficiary or group of
beneficiaries over others; provided,however, my Executor shall not exercise its discretion in a
manner which would cause the loss or reduction of the mazital deduction as may be herein
provided. In determining the state or federal esta[e aud income ta�c liabilibes of my estate,my
Executor shall have discretion to select the valuation date and to detemilne whether any or all of
the allowable administration expenses in my estate shall be used as state or federal estate ta�c
deductions or as state or federal income ta�c deductions.
1'estimanium Clause. IN WI'INESS WHEREOF, I have hereunw set my hand and
affixed my seal ihis 2�rQ day of August,2012.
�(SEN.)
� , �RHOVSHER
Attestatioo Clause. The foregoing Will was this21✓�Q day of August,2012, signed,
sealed,published aud dedazed by the Testator as and for his Last Will and T'estament in our
presence,and we, at his request and in his presence,and in the presence of each other, have
hereunto subsenbed our names as wimesses on the above date.
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- Last Will and Testameirt of Mthony J. Verhovshek Page 4
PROOF OF WILL
COMMONWEALTH OF PENNSYLVArIIA
COUNTY OF CUMBERLAND
) Self-Proving Affidavit
)
We, ANTHONY J. VERHOVSHEI{, and /1✓llra,�r J �LAyNlk and
.�q w,�,�,Q,� /r �/e„pa,r. , the Testator and ihe wimesses,respectively,whose names aze
signed to the attached or foregoing instrumert,being first duly swom,do hereby declare to the
undersigned authority that the Testator signed aud executed the instrument as his Last Will and
tt�at he kiad signed willingly(or willingly directed another to sign for him), and that he executed
it as his free aud volunizry ac[for the puiposes therein expressed,and that each of the wimesses,
in the presence and hearing of the Testator, and in the presence of each o[her, signed the Will as
witness and to the best of our l�owledge the Testator was at that time eigMeen years of age or
older,of sound mind, and under no constraint or undue influe�ce.
�
T J.VERHOVSHEK
/i-� _ ' /
itness
J
wtm ss
Subscribed,swom to,and acknowledged before me by ANTHONY J. VERIIOVSHEK,
the Testator and subscribed and swom to before me b,y A�aEorv � �layv�:F and
'h2au<y.°.� /1 /✓oo��t- , wifiesses,this�"�15y of August, 2012.
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Last Will and Testament of Mthony J. Verhovshek Page 5