HomeMy WebLinkAbout04-23-07
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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OFFICIAL USE ONLY
FILE NUMBER
2 1 - 0 7 03 q S-
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DECEOENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
HENNES
DATE OF DEATH (MM-DD-Year)
DONALD
J.
DATE OF BIRTH (MM-DD-Year)
7 2 0 - 1 6 - 2 200
THIS RETURN MUST BE RLED IN DUPUCATE WITH THE
REGISTER OF WILLS
01/28/2007 05/14/1921
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[Xl 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of wiD)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of dea1l1 after 12.12-82)
o 7. Decedent Maintained a Living Trust (Attach copy olTrust)
o 10. Spousal Poverty Credit (date of dea1l1 between 12.31-91 and 1-1-95)
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of dea1l1 prior to 12-13-82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
;iH$SE.C'nON/MUSi.BEXCOMRtETED~iAU.:cdRRESPONDeNCE.ANa/CONf!:IDENjtAli::rAX'IN~(')RttlfATlOf.tSHOUt.DBE()IRECTED:TO:;;
NAME COMPLETE MAILING ADDRESS
ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353 CARLISLE - PA 17013
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
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OF~AL US!'ON~Y,
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1.319.384.04 ".' .
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
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72,000.00
(8)
13.747.91
19,874.00
(11)
(12)
(13)
(14)
20. D
","ke' Fl':'~ ,..'y/ .i',i:!%t~;$.:Si'tf,Ba:SURE'TO;ANSWEftALLQUSSnONS.ONFleVERSE'SIDE AND RECHECK MATH <<:.
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
0.00 X _(15)
1 ,430,573.51 X .045 (16)
0.00 X .12 (17)
0.00 X .15 (18)
(19)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
1 ,464,195.42
33.621.91
1 ,430,573.51
1 ,430,573.51
Dece ent's omplete ress:
STREET ADDRESS 752 W. SOUTH STREET
CITY I STATE I ZIP
CARLISLE PA 17013
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Add
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
64.375.81
3.218.79
Total Credits (A + B + C)
(2)
3.218.79
3. Interest/Penalty if applicable
D.lnterest
E. Penalty
Total Interest/Penalty (D + E) (3)
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 (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check to: REGISTER OF AGENT
0.00
0.00
61.157.02
61,157.02
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; ........................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0 00
3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 00 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.
Under penalties of perjury, I declare that I have examined this retum, includinQ accompanying schedules and statements, and to the best of my knowledge and beliet, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on a1llnforrnanon of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
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ADDRESS 752 W. SOUTH STREET
CARLISLE PA
SIGNATURE OF PREPARER OTH:.~.~AN REPRESENTATIV'=--.L/.
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ADDRESS 60 WEST POMF.. T TREET
CARLISLE PA
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 (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% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are 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. ~9116(a)(1.2)].
the tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .S. 99116(1.2) [72 P .8. ~9116(a)(1 )].
The tax nite imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(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.
REV-1503 EX + (6-98)
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SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HENNES
FILE NUMBER
21 07
DONALD
J.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12
13.
14.
15.
16..
DESCRIPTION
VANGUARD GROWTH INDEX FUND INVESTOR SHARES
FUND #0009-09862826818
526.331 SHARES @ $30.18 = $15,884.67
VANGUARD GNMA FUND INVESTOR SHARES
FUND #0036-09862826818
4,710.593 SHARES @ $10.14 = $47,765.41
VANGUARD 500 INDEX FUND INVESTOR SHARES
FUND #0040-09862826818
725.473 SHARES @ $131.04 = $95,065.98
VANGUARD TAX-EXEMPT MONEY MARKET FUND
FUND #0045-09862826818
468,165.100 SHARES @ $1.00 = $468,165.10
VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES
FUND #0048-09862826818
1,042.685 SHARES @ $32.91 = $34,314.76
VANGUARD WINDSOR II FUND INVESTOR SHARES
FUND #0073-09862826818
1,352.929 @ $34.78 = $47,054.87
VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES
FUND #0079-09862826818
1,245.825 SHARES @ $36.12 = $44,999.20
VANGUARD INTERNATIONAL GROWTH FUND INVSTOR SHARES
FUND #0081-09862552357
2,813.287 SHARES @ $23.97 = $67,434.49
VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES
FUND #0084-09862826818
7,910.738 SHARES @ $9.91 = $78,395.41
VANGUARD CALIFORNIA INTERMEDIATE-TERM TAX-EXEMPT FUND INVESTOR
FUND #0100-09862826818
6,818.215 SHARES @ $10.96 = $74,727.64
VANGUARD HEALTH CARE FUND ADMIRAL SHARES
FUND #0552-08624875707
3,181.570 SHARES @ $62.68 = $199,420.81
VANGUARD PRIMECAP FUND ADMIRAL SHARES
FUND #0559-09862826818
963.333 SHARES @ $72.28 = $69,629.71
CHEVRON CORP.
630 SHARES @ $71.9300 = $45,315.90
VALUE AT DATE
OF DEATH
15,884.67
47,765.41
95,065.98
468,165.10
34,314.76
47,054.87
44,999.20
67,434.49
78,395.41
74,727.64
199,420.81
69,629.71
45,315.90
MEDCOHEAL TH SOLUTIONS, INC.
50 SHARES @ $58,1017 = $2,905.09
2,905.09
MERCK & CO.
200 SHARES @ $45.8150 = $9,163.00
9,163.00
W AL MART STORES, INC.
400 SHARES @ $47,8500 = $19,142.00
19,142.00
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
1 319384.04
REV-1508 EX + (6-98)
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HENNES DONALD
FILE NUMBER
J. 21 07
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
HERITAGE COMMUNITY CREDIT UNION
CHECKING ACCOUNT #49536-8
2
HERITAGE COMMUNITY CREDIT UNION
SAVINGS ACCOUNT #49536-0
VALUE AT DATE
OF DEATH
72,808.62
2.76
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
72811.38
REV-1510 EX + (6-98)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HENNES DONALD
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
J.
FILE NUMBER
21 07
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT ANO DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH ACQPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. MARK M. HENNES 12,000.00 100. 3,000.00 9,000.00
GIFT MADE DECEMBER, 2006
2. JENNIFER HENNES 12,000.00 100. 3,000.00 9,000.00
GIFT MADE DECEMBER, 2006
3. KATHY L. HENNES 12,000.00 100. 3,000.00 9,000.00
GIFT MADE DECEMBER, 2006
4. SCOTT C. HENNES 12,000.00 100. 3,000.00 9,000.00
GIFT MADE DECEMBER, 2006
5. MARK M. HENNES 12,000.00 100. 3,000.00 9,000.00
GIFT MADE JANUARY, 2007
6. JENNIFER HENNES 12,000.00 100. 3,000.00 9,000.00
GIFT MADE JANUARY, 2007
7. KATHY L. HENNES 12,000.00 100. 3,000.00 9,000.00
GIFT MADE JANUARY, 2007
8. SCOTT C. HENNES 12,000.00 100. 3,000.00 9,000.00
GIFT MADE JANUARY, 2007
TOTAL (Also enter on line 7 Recapitulation) $ 72 000.00
(If more space is needed, insert additional sheets of the same size)
REV.1511 EX + (12-99)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
HENNES
DONALD
J.
21
07
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
2.
3.
4.
5.
6.
7.
FUNERAL EXPENSES:
EWING BROTHERS FUNERAL HOME
PRAYER CARDS & SERVICE FOLDERS
THANK YOU CARDS
CHAPLAIN DONATION
CANTOR DONATION
BURIAL FLOWERS & WREATH
BURIAL DINNER/RECEPTION
1,596.05
108.10
32.34
100.00
85.00
124.09
62.33
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. AtlomeyFees IRWIN & McKNIGHT 7,350.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) 3,500.00
Claimant MARK M. HENNES
Street Address 752 W. SOUTH STREET
City CARLISLE State P A Zip 17013
Relationship of Claimant to Decedent SON
4. Probate Fees
5. Accountanfs Fees
6. Tax Retum Preparer's Fees PATRICIA A. ROSENDALE, CPA 350.00
FIDUCIARY RETURN
7. REGISTER OF WILLS - FILING FEE 15.00
8. INCOME TAX PREPARATION 390.00
9. NOTARY FEES 35.00
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
13747.91
REV-1512 EX + (6-98)
.
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HENNES
FILE NUMBER
21
07
DONALD
J.
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. US TREASURY - 2006 IRS PAYMENT
2. PA DEPARTMENT OF REVENUE - 2006 PA TAX PAYMENT
3. PHARMERICA
4. OUTSTANDING CHECK #3596
5. THORNW ALD NURSING HOME - NURSING
VALUE AT DATE
OF DEATH
1,883.00
986.00
5.00
12,000.00
5,000.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
19874.00
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
. -. n .1 ?1 n7
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. MARK M. HENNES Lineal
752 W. SOUTH STREET 1/3 REMAINDER
CARLISLE, PA 17013
2. KATHY L. HENNES Lineal
14336 BENNETT LANE 1/3 REMAINDER
LAUREL, MD 20707
3. SCOTT C. HENNES Lineal
1013 HALE STREET 1/3 REMAINDER
DURHAM, NC 27705
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
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EXHIBIT C
DISTRIBUTION OF INCOME AND PRINCIPAL
1. TRUSTORS' GOALS
In order to help to clarify and define the purposes of the Trustors in creating
this Trust, we, the Trustors, state the following:
The Trustee of this Trust may, in its absolute and sole discretion, without
recourse to this Trust and without recourse to any Beneficiary of this Trust, retain any
Trust assets in Trust for a period not exceeding five (5) years after the date of death
of the Second Trustor.
2. DISTRlBUTION OF INCOME DURING LIFE OF TRUSTORS
All net income of this Trust shall be distributed not less frequently than
annually to the Trustors during their lives.
3. EVENT TERMINATING TRUST AND DISTRIBUTION AT TERMINATION
This Trust may terminate and the remaining principal and undistributed income
shall be distributed free of trust at the death of the second Trustor as follows:
4. Unto KATHY 1. HENNES, SCOTT C. HENNES, and MARK M. HENNES,
outright, free of trust, in equal shares, share and share alike.
If any of them fail to survive distribution hereunder, then their child or
children shall take their share as though they had survived, on the principle of
representation, and if they leave no child or children surviving, then that share shall
lapse and be distributed to the survivor or survivors of our above named children or,
if deceased, but leaving children surviving, then unto their surviving child or children
on the principle of representation as though they had survived.
This distribution shall be outright, free of trust, to any Beneficiary if over the
age of 1WEN1Y-FlVE (25) YEARS, but shall remain in a separate subtrust hereunder if
said Beneficiary is under said age, and the Trustee shall pay to the Beneficiary, or in
its discretion directly for the support of said Beneficiary, all of the income of said
subtrust not less frequently than annually for the support, care, education and
maintenance of the individual Beneficiary. In the event that said Beneficiary is over
the age of 18 years and not enrolled in high school, he or she shall be enrolled full
time (12 Units minimum) in a fully accredited educational institution, a reputable
trade school, or a business school and shall maintain at least a C average or
DONALD J. & MARGARET T. HENNES TRUST
Page 12 of 36 Pages
April 6, 2007
& Vanguard"
Vanguard'!- Flagshipr... Service
Mark M. Hennes
752 W. South Street
Carlisle, PA 17013
PO. Box 1103
Valley Forge. PA 194B2.1103
www.vanguard.com
Re: Estate of Donald J. Hennes &
Estate of Margaret T. Hennes
Dear Mr. Hennes:
I am writing in regard to your request for account information for the estate of
Donald J. Hennes. I am also including the value of the accounts as of the date of death of
Margaret T. Hennes. Because January 28,2007, was a Sunday, I have provided the share
prices for Friday, January 26,2007, and Monday, January 29,2007.
Donald J. Hennes, Margaret T. Hennes, UA 04-24-89 Donald J. Hennes &
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Margaret T. Hennes Trust-Trust Account.
Fund Name i=und# Shares Price Value Accrued
Dividends
Vanguard Growth Index 0009- 526.331 $30.18 $15,884.67
Fund Investor Shares 09862826818 (Same' -
Vanguard GNMA Fund 0036- 4,710.593 $10.14 $47,765.41 $187.31
Investor Shares 09862826818 ($10.13
Vanguard 500 Index Fund 0040- 725.473 $131.04 $95,065.98 -
Investor Shares 09862826818 ($130.90
Vanguard Tax-Exempt 0045- 468,165.100 $1.00 $468,165.10 $1,363.879
Monev Market Fund 09862826818 (Same
Vanguard Small-Cap Index 0048- 1,042.685 $32.91 $34,314.76
Fund Investor Shares 09862826818 ($33.07 -
Vanguard Windsor II Fund 0073- 1,352.929 $34.78 $47,054.87
Investor Shares 09862826818 ($34.79 -
Vanguard European Stock 0079- $36.12
Index Fund Investor 09862826818 1,245.825 ($36.17) $44,999.20 -
Shares
Vanguard International 0081- $23.97
Growth Fund Investor 09862552357 2,813.287 ($23.96) $67,434.49 -
Shares
Vanguard TotarB~ ..
0084- $9.91
Market Index Fund 09862826818 7,910.738 (Same) $78,395.41 $298.76
Investor Shares
Vanguard California
Intermediate-Term Tax- 0100- 6,818.215 $10.96 $74,727.64 $229.20
Exempt Fund Investor 09862826818 (Same)
Shares
Vanguard Health Care 0552- 3,181.570 $62.68 $199,420.81
Fund Admiral Shares 08624875707 ($62.59' -
Vanguard PRIMECAP 0559- 963.333 $72.28 $69,629.71
Fund Admiral Shares 09862826818 ($72.44 -
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Donald J. Hennes, Margaret T. Hennes, UA 04-24-89 Donald J. Hennes &
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Margaret T. Hennes Trust-Trust Bro erage Account - 40V835969.
Security vmbol Shares Average Value
Chevron Corn. VX 630.000 $71.9300 $45,315.90
Medcohealth Solutions, Inc. HS 50.000 $58.1017 $2,905.09
Merck & Co. RK 200.000 $45.8150 $9,163.00
Wal Mart Stores, Inc. MT 400.000 $47.8550 $19,142.00
The fair market value of the individual equity security(ies) is calculated using the average between the
highest and lowest quoted price of the security(ies) on the valuation date. If the valuation date falls on
a weekend or holiday, a weighted average of the highest and lowest prices on the nearest business
days before and after the valuation date is used. Mutual Fund Securities are valued using the closing
price ofthe fund(s) on the valuation date. If the valuation date falls on a weekend, the closing price of
the previous business day is used. Fixed Income Security (Bonds) valuations vary by type. Please
consult the VBS Bond Desk for specific inquiries.
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HERITAGE
COMMUNITY CREDIT UNION
April 18~ 2007
Donald J Hennes
Margaret T Hennes
D J & M T Hennes Trust
C/O Mark Hennes-Successor Trustee
Rc: Account # 49536
To Whom It May Concern:
This letter is in regards to the above referenced account number 'th Heritage Community
Credit Union. The balance on the checking account on the date f death, January 28~ 2007
was $72808.62.
If you ha.ve any questions or require additional information, pIe e do not hesitate to contact
me at (916) 364-1700 or (800) 233-6328.
1i9JJw
Mindy Hcrbert
Lead Call Center Representative
I
P.O. Box 790, Rancho Cordova, CA 95741.0790 (916) 364.1700 ~ww.hcritageccu.com