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Home My WebLink About01-0669 PETITION FOR PROBATE and GRANT OF LETTERS Estate of 1I~/tn Wn/'s No. 021- 0' - to~ also known as To: Register of VQlls for thi t Deceased. County of ~Id.WI ~ Cl~ in the Social Security No. /30'- 03 - 7655 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 r'1< in the last will of the above decedent, dated N () V e H1,h.te..,- ~ ~ and eodicil(s) dated Oc-k~/Y /'2.1 )1 "l~ named , 194:..2- (state relevant circumstances, e.g. renunciation, death of executor, etc.) County, Pennsylvania, with /€.d. Deeendent, then <f 2- at 5: . I . Exee 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: ears of age, died (list street, number and muncipality) ~ Vl/rte /, ~ 2oc~ I , , Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ l~ tJoo.- $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters ~,,>I-a~ (testamentary; administration c. La.; administration d. b. n. c. L a.) theron. ~ '" ~ " v C " ~'76 '" '-" " .... ~" C ",,0 C';: t'd.~ 3~ ,,'- 50 co C OIl (;i ~~~ . IIF-"/.-nl ~A8.Ih.IK A5 . OATH OF PERSONAL REPRESENTATIVE COMMONWEAL~H OF PENNSYLVANIA ~ ss COUNTY OF ~u~/~a. d . 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 above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or .affirmed and SUbscribed41~ ~~/ '" before me this . 13TH day of _ ~. ~Y' .D.X~ ~ · t(,~I#:~" ~ MAR Y CLEW I S Register ~ ~o. 21 - 01 - 669 Estate of If t /'" n. 11 ~ n /J , Deceased DECREE OF PROBATE A~D GRA~T OF LETTERS AND NOW JUL Y 17, ~~ I ,in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated NOVFMRFR??, 1qA? rnnTrTl nATFn OfT 12, 1990 described therein be admitted to probate and filed of record as the last will of tlc:z..E AI V E AI IS and Letters -res kt ~ are hereby granted to J-I..e Ie. VI. GIeI1 13 Rv5/~I1S FEES Probate, Letters, Etc. ......... $ 25. 00 Short Certificates(2 ) . . . . . . . . .. $ n _ 00 Renunciation ................ $ X-pages 6.00 CODICIL $ 10.50 JCP TOTAL - $ 5.00 Filed . .~V~.Y..1?~. .~QQ]... . . ...... ~.2...1Q. 7f/4~d @ ~i::!::lJmltbtrn. MARY Cn]EWIS 'XU~ L.l'? A- f}1 rl-n (6' G"y/vc AITORNEY (S . Ct. I.D. No.) S3'7~ 07Cl/ /l1ar1cd- Sf. ~ Ihl/ ~;f- ADDRESS I ?0/1-'I227 717 -737-oCfb r- PHONE -' Letters mai]ed to attorney on 7-17-01 HIO').30,) REV 9J3(, This is to certify that the information here given is correctly copied fron: an original certificate of death dul~ filed with Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing, WARNING: It is illegal to duplicate this copy by photostat or photograph. me as No, 1",11""""'0"""" "llllf~~\.1" OF PEl---___ ,\l~~.. ..... ~~\. ~~~.. . \~" I ~'-'. '. ,',-,: \\'?~ ~ ~ ,~' _ '';Z~ ~c;::) 'coI-- ,I-~ ~ c....:al .....~...-_--.. '.. I.:t:..::: ~ \,~ "''>I,,!. ~ ~ *, .' ,..~',,~ * ~ - A . .' ""'- ~ \~ . '~~\\' ":..,,:;.., . ~\/ ""--~/I/i;-- ~ ~~fll\1 ""'/" EN1 \\ ",,1 "'"",,,#,,jJJJ1 62-, k~r Local Registrar Fee for this certificate, $2.00 P 7430289 JUN 1 8 200t Date 5143R.. 2187 COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH UNDER , VEAR _ 00.. UNDER I DAY ~ ! Ulnul.. : SEX STAlE FilE NUMBER SOCiAl SECURITY NUMBER NAME OF DECEDENT (FI'SI. MidOIe. LasI>> 2, Female .. 130 03 7655 llIATHI'UCI; lC.oy_ ~OIfCfftJf1Caunuy) PLACE Of' DEArH lCt>ed& orofy Qf"le ... ''''SIIucfoOnS on OINt .,. HOSPITAL Inpol_DC OOAO =.v. 0 I Cunberland East Pennsboro Ie. !W:E._-.__.. ole. (Spodo,l White DECfDENT'S USUAl 0CCtlPlV1ON I~"":=:w':!'~ "::: ':::l,~ "..Homemaker ,1lt. DECEDENT'S MAIl.ING ADORESS (SIr.... c..._. _.lip~1 432 Poplar QlUrch Road Camp Hill~ Pa 17011 '.. FArHER'S NAME IF... ......... laso) ,.. Bartulus Medelis N'OflMANT'S NAME (l ypooP'", Frank Venis IolETHOO OF IXSPOSITION _ [}( c......... 0 ___.0 Oollor ~"" ,.. DECEDENT'S ACTUAl. RESIll€NCE 1See_ on__ '711._ Pa loIARITAlSWUS._ -.........-. llNorcod~ Widowed East SUR\IMNG SPOuSE (I........ OM' maden l'\IIIMl 17tl. Did -- ...... ClInherland _? 17ill :...-=-=.. UOfHER'S NAME ~Fif". MI&Ie. MalcMn SUfllame~ , Anna Stankervich N'OflMAHT'S MAlUNQ ADORESSISlr.... C<otfbon, _. Z-op Codal 32 Munson Place Fast R::x::kaway, New York 11518 PlACEOFIlISPOSlTIOH-_"~.C,_ LOCRtOH.~ _,lip~ .. Oollor P1ac<I Pennsboro ..... ....- .. at. ,"""""'"'"' I ....... bMwIrIn ~ GnMI and duIh I I I MIlTII: Oollor..-_~..-..... _............~_gNoft.. PI\RT I. E d.-i~ ~r~~~;; DUE 10 (OR AS A CONSEOUfNCf 00: WERE AU1tll'SY I'lHIXNGS _ROfOEATH -'lA8I.E PRIOIllO COMPlETION OF CAUSE ;B- 0 OF DEAl'H? -. '-;Qdo -.. 0 Paneling _igolion 0 V.. 0 No 0 - 0 Could not be de4.rrn&ned 0 DATE Of tNJURV tMonlh. Day, '1ht) TIME Of INJURV INJURV AT WORK? DESCRIBE HOW INJURY OCCURRED. Yoo 0 NoD 2ta. 210. CERTIFIER ICheck 00, onel -CERTIFYING PHVSIQAH IPhySlC-atl ceflllyw.g cause d dIIaIh when anoIhef phySICoan has pronouncec.1 dealh ana completed ttem 23) To'" beel 01 lIty know'-dga, death occurred ...10.... cat.fM(s) and manner .. .taIled, . . . . . . . . . . . . . . . . . . ... M. PlACE OF INJURY . AI _. ...... "'.... ,_, 0_ -. ....lSpoQIvl .... 'MEDlCAL EXAMINER/CORONER On the tt.MI 0' ...min.lIon andlor jnve$"~'ion. in my opinion, de.th occurred .t the .tme. da'e, and place. and due 10 the uuse(a) and mann..... s.ated . . . . .... .. . . . . ... . . .. . . . .. .. . ... ,... . ... . . .. . . . . ... .. . . . .. . . . ... .. , ... . .. . . . .... 318. REGISTRAR.S UREANO~ ~ '- '~~ bl/~,/~I lOCRION (SIr.... C<otfbon. SlItoI .PRONOUNCtNG ANOCERTIFYINQ PHYSICIAN (Physoan both pronounCIll9 oeath ctndcet"'YII'WJ locaust 01 dealhl To ItMt tM.t o. My knowled9a, de.1h occ:urrecl..Ihe...... ct.1., .nd pfac:.. and due Ia 1hec:.uM(.) and manne,.. ...tecl.. . . . /F ~OO / CODICIL TO LAST WILL OF HELEN VENIS I, HELEN VENIS, residing at 432 Poplar Church Road, Camp Hill, Cumberland County, Pennsylvania, declare this to be the sole Codicil to my Last Will, dated November 22, 1982. Item 1: I hereby revoke Item Fifth of my Last Will and in lieu thereof provide as follows: I hereby nominate, constitute and appoint my daughter, HELEN GRABAUSKAS, Executrix of my Last Will. In the event that the said HELEN GRABAUSKAS shall predecease me or fail to act as Executrix of my Estate, I appoint my son, FRANK VENIS, Executor of my Last Will. Item 2: In all other respects, I hereby ratify, confirm and republish my Last Will, dated November 22, 1982, together with this sole Codicil, as and for my Last Will. IN WITNESS WHEREOF, I have hereunto set my hand this ~ day of (]~ ,1999. n/~ L .'., ~ (J--L--~ HELEN VENIS Signed, published and declared on the date thereof by the above named HELEN VENIS as and for the sole Codicil to her Last Will, dated November 22, 1982, in the presence of us, who, at her request, in her presence, in the presence of each other, have subscribed our names as witnesses hereto. residing at ?r tt.~ ~c-. 6~ f3w.. /5 Ie .;? A- I 7 (J / ~ , / ~ IS- w. L I> /;v,,..,t ~ /t{P/:t~<t'-rsbi/j f9.4 /lc.rs- I residing at COMMONWEALTH OF PENNSYLVANIA ) ) ss: COUNTY OF CUMBERLAND ) lis ,q /J? ~I 1: u? ~~ VEMS, ~~~ md , the Testatrix and the witnesses respectIv y, whose names are We, HELEN signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that to the best of his or her knowledge, the Testatrix was at the time eighteen (18) years of older, of sound mind and under no constraint or undue influence. ~V~ HELEN VENIS L d6.~ ~L --- ~tness w; Notary Public ( AL) -. NO'r ARIA!. seAL I HENRY F. COYNE, i'lot~ry Public Mompden Twp., Cumberlond County. PA 11ft eomlMtlon expires Jllna 17, 2000 LAS T W ILL AND T EST A MEN T I, HELEN VENIS, residing at 35-10 85th Road, Woodhaven, New York, do hereby make, publish and declare this instrument as my Last ~ill and Testament. FIRST I hereby revoke any and all wills and codicils heretofore made by me. SECOND I direct that all inheritance, estate and other death taxes (including any interest and penalties thereon), imposed by anv jurisdiction whatsoever by reason of any interest I may have in any property at my death, be paid from my general estate as an expense of the administration thereof without ap- portionment. THIRD I direct that my Executor or his Substitute herein-- after named pay all my just debts and my funeral and testamen- tary expenses as soon after my death as may be practicable. FOURTE I hereby give, devise and bequeath all the rest, residue and remainder of my property, both real and personal, \vheresoever situate, existing at the time of my death or which becomes part o-!- my estate after my death to my daughter HELEN and my son FRANK in equal shares per stirpes. FIFTH I hereby nominate, constitute and appoint my son FRANK as Executor under this TVill. In the event that F~ANK shall predecease me or for any cause whatsoever shall cease or fail to act, then I hereby nominate, constitute and appoint my daughter HELEN as his Substitute. SIXTH I direct that my Executor or his Substitute appointed and serving as such under this Will shall not be required to furnish any bond or security as such, any laws of any State to the contrary notwithstanding. SEVENTH If any beneficiary or beneficiaries under this Will and I should die in a common accident or disaster or under such circumstances that it is at all doubtful who died first, then in that event all the provisions of this Will shall take effect as if such beneficiary or beneficiaries had predeceased me. IN HITNESS HHEREOF, I have hereunto, on the ';(~day of ~:r)c/6~)Lr"" 1932, signed, published and declared the fore- going instrument as my Last Hill and Testament. 'J/ j <---; / t ,J{-RL.f' 7~ {/~11A-<L_/' L.S. The foreeoing instrument, consisting of TVTO (2) pages, including this page, vlaS SIGHED, SEALED, PUBLISHED AND DECLARED by HELEN VENIS, the Testatrix abovenamed, as and for her Last Will and Testament, in our presence and lve at her request and in her presence and in the presence of each other have hereunto sub- scribed our names as witnesses on the day and year last above written. )iL''\ 'If}' 'JZ/) / ; II 'I A.4 ' d 0/ '" / R' d .'!/';d 'f<, fI.,L. JJJ'..-. . <A-'1 = v ~ en lUg /lat ".~ , ,. h-?~L~p-e: (: U ~//. /',) " / /...1' /" r) / c1 / '~j'>' '- /;;; , ~ ~<.p:~~//l'/U -5. C//4-c- Residing at ;;(<< A4~J;?t/ ~~) L ~/;f/6T'-/, ;'Ii f,/ J 3<J / -2- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: HELEN VENIS Date of Death: 6-19-2001 Will No.: 21-01-0669 To the Register: I 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 July 23, 2001: Name: Address: Helen Grabauskas Frank Venis 432 Poplar Church Rd., Camp Hill, P A 17011 32 Munson Place, East Rockaway, NY 11518-1206 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: Ol 0 .:J7JL f/ ( BY: isa Marie Coyne Esquire 3901 Market Street Camp Hill, PA 17011-4227 (717) 737-0464 Pa. Supreme Ct. No. 53788 Counsel for Personal Representative 1500 EX" (I.{JO) . REV-1500 /t-0/-'1'/-8-' I . INHERITANCE TAX RETURN COMMONWEALTH OF PENNSYLVANIA FILE NUMBER O(pe,tJ DEPARTMENT OF REVENUE RESIDENT DECEDENT 21 2001 DEPT. 280601 HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER YENIS, HELEN 130-03-7655 ... ;DAIt::U~VE::A 'I' z ,(MM. "' THIS RETURN MUST BE FILED IN DUPUCATE WITH THE w Q 06/16/2001 06/10/1909 w REGISTER OF WILLS " w Q (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I ". w ... ~"'" "Q!~ w~g :J:~..J ,,~.. ~ II 1. Ongmal Return o 4. Limited Estate l( 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received D 2. Supplemental Return [J [J [J 4a. Future Interest Compromise (date of death after 12-t2-82) 7. Decedent Maintained a Living Trust (Attach ccpy of Trust) 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95) D 5. Federal Estate Tax Return Required 8. Total Number ct Safe Deposit Boxes ~ D 3. l'(emalf1(lerRetu'n(daleOfdeampn(l(IOl~-1;.HI~} [J 11.Election to tax under See. 9113(A) (Attach Sch 0) ch~ ~ ~ IRM NAME (If applicable) is 15 ~ Coyne & Coyne, P.e. ,,~ ELEPHONE NUMBER 717/737-0464 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3, Closely Held Corporation, Partnership or Sole-Proprietorship z o ~ => ~ ~ " frl '" 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Unes 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12, Net Value of Estate (Line 8 minus Une 11) 3901 Market Street Camp Hill, PA 17011-4227 (1) None (2) None (3) None (4) None (5) None (6) 13,636.58 (7) None (8) 13,636.58 (9) 19,381.91 (10) 4,307.16 (11) 23,689.07 (12) insolvent (13) (14) x .00 (15) x .045 (16) x .12 (17) x .15 (18) (19) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subjeclto Tax (Line 12 minus Une 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15,Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) ~ 16.Amount of Une 14 taxable at lineal rate g ~ 17.Amount of Una 14 taxable at sibling rate o " ~ 18. Amount of Une 14 taxable at collateral rate 19. Tax Due 20. [J CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT :::opyrlght 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDKtSS 432 Poplar Church Road CITY Camp Hill I STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits (A + B + C) (2) 0.00 3. Interest/Penally if applicable D. Interest E. Penally TotallnteresYPenalty (D + E) 4. If Line 2 is greater than Line 1 + LIne 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Une 3 is greater than Line 2, enter the dIfference. This is the TAX DUE. A. Enter the Interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (3) 0.00 (4) (5) 0.00 (SA) (5B) 0.00 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:.....................................................................m..... 0 a b. retain the right to designata who shall use the property transferred or its income;................................ 0 JllI c. retain a reverSionary interest; Of............................................................................................................ 0 ~ d. receive the promise for life of either payments, benefits or care?......................................................... 0 a 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................. .., ........ ...,.. .... ...... ....................................... ................ 0 a o JllI o JllI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND ALE IT AS PART OF THE RETURN. Make Check Payable to: REGISTER OF WILLS, AGENT 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?...., 4, Did decedent own an Individual Retirement Account, annuity, or other non~probate property which contains a beneficiary designation? ....................."...........,....................................................... ..................... UnDer penalties of peljUfY. I dedare that I have examined this~. including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of prttparer other than the personal repres&nlalNe 13 based on all (nformatlOn of which preparer has any~. SIGNATURE F PERSON NSIBLE FOR FILING REilJRN ADDRESS DATE 432 POJ:llar Church Road Camp Hill, PA 17011 7 JW;..tJ qC1()/ ALlUHl::;~~ lSlGNA I UKI::. U~ PRI::.~A.H.I::K UTHE.H. I HAN Kl::;"Hl::lSENTAilVl:: AUUHl::lS::i UAII::. ??~- ~ 3901 Market Street CampHill,PA 17011-4227 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (al (1.1) 0)). 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% [72 P.S. S9116 (a) (1.1) (U)). The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one 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% [72 P .S. 99116 (a) (1.2)]. The tax ra~ imposed on the net value of transfers to or for the usa of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .5. ~9116 1.2) [72 P.S. ~9116 (a) (1)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)). A sibling is defined. under Section 9102, as an individual who has at least one parent in common with the decedent. whether by blOOd or adoption. *' ESTATE OF VENIS, HELEN I JOINTLY.OWNEDPROPERT~L__~___ _ _ I FILE NUMBER ,-~ ------ j 21 - 2001 - (?476 "l SCHEDULE F COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DeCEDENT 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 A. Helen Grabouskas ADDRESS 432 Poplar Church Road Camp Hill, P A 17011 RELATIONSHIP TO DECEDENT Daughter B. Frank Venis 32 Munson Place East Rockaway, NY 11518-1206 Son JOINTLY OWNED PROPERTY: I. DEtiGK1PTIUN UF- PROPl::Kl Y -"!%QFI-"DATE OF~AT ITEM F6~1JJI~T 3~6~ I~nclude n~me 01 financial institution and bank account number DATE OF DEATti_1 DECO'S I VALUi'OF H """"" I~~' ~,~ r-::::'''- ""-, - - ~ """"..~, ,=. ~ M'" I"~"~i oeo~~, ~"~, -I A. B. 02/22/1999fPNC Bank -1,718.32 33.339~ 572.72 I Checking Account. 5000777728 ' , I 2 A. 01/28/1999 PNC Bank 20,792.161 50%1', 10,396.08 Savings Account 5001072236 '02/22/1999 PNC Bank 5,335.55' 50%1,', Savings Account 5002041802 3 B. 2,667.78 TOTAL (Also enter on line 6, Recapitulation) -~ 13,636,58 , ~UG-29-2001 08:58 PNCBANK CIF DEPARTMENT 412 705 0067 P.01/02 .. ~ -- , QpNCBAl\K ~eDt Reporting Firstside Center P7-PFSC-4-F 500 First Avenue PittsbW'gb, PA 15219-3128 /SCP ';': ,":='..'1 -.. .c::~' .. ; August 28. 2001 Lisa Marie Coyne 3901 MlIIket Street Camp Hill, P A 17011-4227 RE: Estate of Helen Venis, Deceased SSN: 130-03.7655 DOD: 611612001 Dear Ms. Coyne: Please find the date of death balances you have requested listed below. CHECKING ACCOUNT N5000777728 Established 0212211999 HELEN VENIS FRANK VENIS HELEN GRABAUSKAS DOD Balance: $1,718.32 -+ SO.oo accrued interest SAVING ACCOUNTS #5001072236 Establisbed 01128/1999 HELEN VENIS HELEN GRABAUSKAS DOD Balance: 520,787.43 T $4.73 accrued intc.....t Page I of2 ,. ........" of Tho PNC _ 5crvb:s IInlwp On. PNC Pt= 24'3 Fifth Av..... Pll15bulllh I'<nllS'/lv.lni. 15122 27fD ~ ~~~.j.'-' .AUG-2'3-2001 0EI:58 PNCBANK CIF DEPARTMENT &PNCBAN< #5002041802 HELEN VENIS FRANK VENIS DOD Balance: $S,33S.sS + $ 1.22 accrued interest 412 705 ~7 Established 0212211999 P.02/02 Our offke only pnMda date of death baluu:es for IRA's, CD's, Checkial ud Savin. aec:ou.ntB. We do NO FlDaneJal Tl'Ullaetions or StatellllJlt Orden. For Further 1Df0rmadon please call1-800-4-BANKER or your local PNC BrllDcll and ask to speak with a F'lDllDeJal Services Repr.eatative. Sinccrdy, Gkru.lli ~ Rachellc Sciullo 1-800-762-177S Page 2 oi2 A ..e....... of De ""C: FIn..elal ScnIca Gruu, One PNC Plaza 249 Rfth Avenue Pittsburgh ~nnsyfwniq 16222 27rJ1 TOTAL P. 02 . SCHEDULE H fUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONweALTH OF' PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEOENT I FILE NUMBER -~~~ .21-2001-&'I6V?' ESTATE OF VENTS, HELEN Debts of decedent must be reported on Schedule I. ITE9 NUMBER ~ FUNERAL EXPENSES: 1. Walsh & LaBella & Son, Queens, New York DESCRIPTION AMOUNT 8,285.00 2. . Fasalina Memorials Co.-- Headstone engraving 195.00 3. Flowers 712.22 4. Reception 595.00 B. ADMINISTRATIVE COSTS: , 1. Personal Representative's Commissions Social Security Number(s) I E1N Number of Personal Representative(s): 2. 3. Street Address City Year(s) Commission paid Attorney's Fees Coyne & Coyne, P.C. 1,500.00 3,500.00 Zip State Family Exemptfon: (If decedent's address is not the same as claimant's, attach explanation) Claimant Helen Grabauskus Street AdOress 432 Poplar Church Road City Camp Hill State PA Zip 17011 Relationship of Claimant to Decedent Daughter Probate Fees Cumberland County Register of Wills 52.50 4. 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. I 2 3 Other Administrative Costs Postage Lodging for Viewing and Funeral-- New York, NY Transportation-- to New York (Airfare; taxi; car rental; gas; tolls) 68.00 1,996.72 1,460.24 L Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) ~ I 1,017.23 19,381.91 *' Schedule H Funeral Expet tSBR & MninisImIive Costs continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN . RESIDENT DECEDENT ~~- Meals out of town 5 I Toll Calls 6 Death Certificates-- Myers-Harner Funeral Home 7 Patriot News-- Legal Advertisement I FilE NUMBER I 21-2001- 066 'f I 400.00 \ I I ESTATE OF VENIS HELEN , 128.28 9.00 85.95 8 Cumberland County Law Joumal-- Legal Advertisment 75.00 Certified Mail-- DPW 200.00 15.00 100.00 4.00 9 10 11 12 Reserves Inheritance Tax Return Filing Fee Income Taxes 2001 Page 2 of Schedule H *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESiDeNT OECEOENl I FILE NUMBER : 21 - 2001 - ,?)W? r ESTATE OF VENIS, HELEN Include unreimbursed medical expenses. ITEM NUMBER I H.L. Bowman-- Handicap remodeling DESCRIPTION AMOUNT "---"- --_u-4,141.06 2 R. F. Fager Co. 109.66 3 Ross Home Delivery 46.50 4 Beacon Medical Group 10.00 4,307.16 TOTAL (Also enter on Line 10, Recapitulation) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I L SCHEDULE J BENEFICIARIES C\FILENUMBER c_____ C 21 - 2001 -tP6q:. f' +-' RELATIONSHIPTO.J AM.O.- UNT Oc~ SHAR.~- DECEDENT OF ESTATE Do Not UstTrust8tiI.L- __ _ _ I I Daughter 1112 of Residual Estate ESTATE OF VENIS, HELEN NUMBER 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Helen Grabaukas 432 Poplar Church Rd. CampHill,PA 17011 2 Frank Venis 32 Munson Place East Rockaway, NY 11518-1206 Son 1/2 of Residual Estate Enter dollar amounts for distributions shown above on lines 15 through 17, as appropriate, on Rev 1500 cover she "t II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE T CODICIL TO LAST WILL OF HELEN VENIS I, HELEN VENlS, residing at 432 Poplar Church Road, Camp Hill, Cumberland County, Pennsylvania, declare this to be the sole Codicil to my Last Will, dated November 22, 1982. Item 1: I hereby revoke Item Fifth of my Last Will and in lieu thereof provide as follows: I hereby nominate, constitute and appoint my daughter, HELEN GRABAUSKAS, Executrix of my Last Wil1. In the event that the said HELEN GRABAUSKAS shall predecease me or fail to act as Executrix of my Estate, I appoint my son, FRANK VENIS, Executor of my Last Will. Item 2: In all other respects, I hereby ratify, confirm and republish my Last Will, dated November 22, 1982, together with this sole Codicil, as and for my Last Wil1. IN WITNESS WHEREOF, I have hereunto set my hand this ---.l.l:.. day of r9~k"z.- ,1999. on /0 c_ .' . , ~. (j.-L--~ HELEN VENIS Signed, published and declared on the date thereof by the above named HELEN VENIS as and for the sole Codicil to her Last Will, dated November 22, 1982, in the presence of us, who, at her request, in her presence, in the presence of each other, have subscribed our names as witnesses hereto. residing at J"7' :t:t.""'-f ~<-. 6S ~ (J..". /5~ ~Il- 17(J/ ~ , JPS- w L,s /,.v..-~ ~ ;t{" /' t: rn 'C$ L,'J f74 /1<7,):) I residing at --~_~_~n"nr "hall cease or fail to act, then I hereby COMMONWEALTH OF PENNSYLVANIA ) ) ss: COUNTY OF CUMBERLAND ) We, HELEN VENTS, and L,s,4 /J1 ~ lee L:.. _ 1ViZ. ,the Testatrix and the witnesses respectiv " , whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that to the best of his or her knowledge, the Testatrix was at the time eighteen (18) years of older, of sound mind and under no constraint or undue influence. ~ (/~~ HELEN VENlS . ,L Jt;t... ~ ~~ -- ~itness w~by HELEN VENlS, 4t. ~ and ,1999. AL) !'lOr ~AI. SeAL 1 HEHlIY f. COYNE. Ncmry ~"bl;< MompcIen Twp.. C~tnb.,ton.:j County, ?A "" Commhtion ExpJ,.. J~M 17, ::000 ii , -~-~~"A~ "),,,11 cease or fail to act, then I hereby L A S T W ILL AND T E S L A l~ E N T I, HELEN VENIS, residing at 85-10 85th Road, Woodhaven, New York, do hereby make, publish and declare this instrument as my Last Uill and TestaMent. !'IRST I hereby revoke any and all wills and codicils heretofore made by me. SECOND --."- I direct that all inheritance, estate and other death taxes (including any interest and penalties thereon), imposed by anv jurisdiction ,.7hatsoever by reason of any interest I May have in any property at mv death, be paid from my peneral estate as an expense of the administration thereof vlithout ap- portionP.lent. THIRD I direct that my Executor or his Substitute herein.- after named pay all my just debts and my funeral and testamen- tary expenses as soon after my death as may be practicable. FOURTH I hereby give, devise and bequeath all the rest, residue and remainder of my pronerty, both real and personal, ~vheresoever situate, existinp; at the time of my death or which becomes part o:f my estate after my death to my daughter HELEN and my son FP~NK in equal shares per stirpes. FIFTH I hereby nominate, constitute and appoint my son FRANK as Executor under this Will. In the event that F!\ANK shall predecease me or for any cause whatsoever shall cease or fail to act, then I hereby nominate, constitute and appoint rllY dauBhter HELEn as his Substitute. SIXTH I di.recl: that illY Executor or his ~;ubsl:iL:uLc nppolnLcd and serving as such under this Will shall not be required to furnish any bond or security as such, any laws of any State to the contrary notwithstanding. SEVENTH If any beneficiary or beneficiaries under this Will and I should die in a common accident or disaster or under such circumstances that it is at all doubtful who died first, then in that event all the provisions of this Will shall take effect as if such beneficiary or beneficiaries had predeceased me. IN IHTNESS Hl-n:::REOF, I h.ave hereunto, on the ..?~__.day of )1LJ.!}JJl.j/~_. 1932, sip;ned, published and declared the fore- going instrument as my Last Uill and Testament. .7/ttPl{j ~:1t.l~j' L.S. The foreeoing instrument, consisting of THO (2) pages, includinG this page, ;las SIGlIED, SEALED, PUBLISHED AND DECLARED by BELEH VEHIS, the Testatrix abovenamect, as and for her Last 1,Hll and Testament, in our presence and we at her re~uest and in her presence and in the presence of each other have hereunto sub- scribed our names as witnesses on the day and year last above written. lA', ",'), ' ' /, ,.,/l) ,/ /" L.{''<J ue'~ ~,'U..u"1'- (j (' ~C ( , Residing at'" IlL) /J4iL;I[{., y:!/ /7 /; j,e~l!Z"'A' ;j;',j, ,:/,31:S ~ . ~ '?J ,}" AI .P Residing at 0<0 /v;1.<;.J;?t/ ?).!-'~.0 A/j " /v' , //-J 30 &~:Y1V67 ' -2- \". /6-o:;</1/~6 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Bl''!EAU Of INDIVIDUAL TAXES INI.~R1TANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX LISA M COYNE ESQ COYNE 8 COYNE 3901 MARKET ST CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-29-2001 VENIS 06-16-2001 21 01-0669 CUMBERLAND 101 '* REV-15~7 EX AFP 112-001 HElEN Allount Rellitted PA 1 ichl 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-j-E3{-AFP-fi'2-':ooY-No"ficE--oF-INHEififANCE-YAx-A"PPRA-isEMENT~--AL1-oWANCE-OR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF VENIS HELEN FILE NO. 21 01-0669 ACN 101 DATE 10-29-2001 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE 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) S. Cash/Bank Deposits/Mise, Personal Property (Schedule E) 6, Jointly Owned Property (Schedule F) 7, Transfers (Schedule G) 8. Total Assets U) (2) (3) (4) (5) (6) (7) ,00 .00 ,00 ,00 .00 13,636.58 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 14,421.67 4,307.16 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 TAX CREDITS. NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 13,636.58 Ul) (2) (13) (14) 18.728 83 5,092.25- .00 5,092.25- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = .00 X 045 = .00xI2= .00xI5= (9)= .00 .00 .00 .00 .00 . PAYMENT RECEIPT DISCOUNT (+) 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 HAY BE DUE .. DI'I'IINn. 5:.1'1' Rl'VI'RSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER Venis, Helen REVIEWED BY Daniel Heck ACN 2101-0669 101 ITEM SCHEDULE NO. H 8-3 EXPLANATION OF CHANGES The claim for family exemption cannot be made against non-probate assets as the exemption comes from Chapter 31 of the Probate, Estates and Fiduciary Code. H 8-7(3) The deduction for travel expenses has been disallowed. The executor or administrator of the estate is the only person entitled to claim these expenses in conjunction with the administration of the estate. ROW Page 1 c,./ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Helen Venis Date of Death: June 16, 2001 Will No. 21-01-00669 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, state 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-L No d. Copies of receipts releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. COYNE & COYNE, P.C. Dated: ~ 2- -07- rZ~ 1\ MARIE COYNE, ~QUlRE 901 Market Street .-." ~. Camp Hill, PA 17011-4227 S ;~,;' (717) 737-0464 \.' Counsel for Estate - d N ;:to:> ;S I Vl ~