HomeMy WebLinkAbout09-24-0815056041125
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number
Po BOx 2sosol 2 1 0 8 0 0 5 4
Hanisbura, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 2 2 7 2 0 0 7 0 4 2 5 1 9 1 0
Decedent's Last Name
H E W E Y
Suffix Decedent's First Name
MAR G R I E T A
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
N / A
Spouse's Social Security Number
MI
C
MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Retum ~ 2. Supplemental Return ~ 3. Remainder Retum (date of death
4. Limited Estate
~
4a. Future Interest Compromise (date of prior to 12-13-82)
~ 5. Federal Estate Tax Retum Required
^X
6. Decedent Died Testate
~ death after 12-12-82)
7. Decedent Maintained a Living Trust
0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
D E A N A W E I D N E R E S Q 7 1 7 2 3 4 4 1 8 2
Firm Name (If Applicable)
W I X W E N G E R & W E I D N E R
First line of address
5 0 8 N O R T H S E C O N D S T R E E T
Second line of address
P O B O X 8 4 5
City or Post Office
H A R R I S B U R G
State ZIP Code
r~
REGISTER WILLS USE Q4~LY
T
;-, r:7 i -
-a
-'-{ °' --
D7t~EFILED . '~'
fV
P A 1 7 1 0 8
Correspondent's a-mail address: DWEIDNER~WWWPALAW.COM
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNf1TURE OF PERSON F~S LE FOR FILING RETAIRN a ~.r~
ADDRESS
5250
SIGNA
K DRIVE MECHANICSBURG PA 17055
~~ TIJ-AN REPRESENTATIVE BATE
WIX, WENGER & WEIDNER, P.O. BOX 845 HARRISBURG PA 17108
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 15056041125 15056041125 J
J 15056042126
REV-1500 EX
5
RECAPITULATI
ON
1. Real estate (Schedule A) . , . , ........
1. 0 , 0 0
2. Stocks and Bonds (Schedule B) ............... 2 1 0 2 3 5 5, 5 5
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . .... 3. 0 ~ 0 0
4. Mortgages & Notes Receivable (Schedule D)
....................
.... 4. 0 , 0 0
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ... .... 5. 3 3 0 3 0 , 9 5
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested 6
....
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billin
R .
...
2
g
equested .... ... 7. 0 5 0 0 , 0 0
8. Total Gross Assets (total Lines 1-7)
........................ 1 5
... 8. 5 8 8 6, 5 0
9. Funeral Expenses & Administrative Costs (Schedule H)
............. 2
... 9. 7 1 1 7 , 4 6
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
.........
...10. 5 9 2 1 , 2 5
11. Total Deductions (total Lines 9 & 10) .. . ... . .. . . .. 11 3 3 0 3 8 , 7 1
12. Net Value of Estate (Line 8 minus Line 11) .. . . . . . . . ... . 12 1 2 2 8 4 7
7 9
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which .
an election to tax has not been made (Schedule J)
...............
...13.
,
14. Net Value Subject to Tax (Line 12 minus Line 13)
................ 1 2
..14. 2 8 4 7 , 7 9
TAX COMPUTATIO
N -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .o _ 0 0 0
16. Amount of Line 14 taxable 15, 0, 0 0
at lineal rate X .045 1 2 2 8 4 7, 7 9 16. 5 5 2 8
1 5
17. Amount of Line 14 taxable ,
at sibling rate X .12 0, 0 0 17 0
0 0
18. Amount of Line 14 taxable ,
at collateral rate X .15 0, 0 0 18 0, 0 0
19. Tax Due
...............................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF
8. 1 5
15056042126 J
REV-7500 EX Page 3 File Number
Decedent's' Complete Address: 21 08 0054
DECEDENT'S NAME
MARGRIETA C. HEWEY
STREETADDRESS -
BETHANYVILLAGE
CITY STATE
MEGHANICSBURG PA
Tax Payments and Credits:
~• Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C )
Total InteresUPenalty (D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
ZIP
17055
(1) 5,528.15
(2) 0.00
(3) 0.00
(4) 0.00
(5) 5,528.15
(5A)
(5B) 5,528.15
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred : ............................ .
b. retain the right to designate who shall use the property transferred or its income; .................
..............
^
a
c. retain a reversionary interest; or .................................
...............................................
...............
d. receive the promise for life of either payments, benefits or care? .......................................................
^
^
0
0
2. If death occurred after December 12,1982, did decedent transfer property within one
ear of de
th
y
a
without receiving adequate consideration? ..................................................................... O ^
..................
3. Did decedent own an 'intrust for" or payable upon death bank account or security at his or her death? ......... ^ ^X
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. 0 ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
For dates of death on or after July 1,1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3} percent [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 zero (0) percent
[72 P.S. §9116 (a) (1.1) (ii)j. 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 zero (0) percent [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. §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 twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling 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-1502 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE
FILE NUMBER
MARGRIETA C. HEWEY 21 08 0054
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must 6a disrtncarl ~„ s,.h~~~ie ~
ITEM
NUMBER
NONE
SCHEDULE A
REAL ESTATE
DESCRIPTION
VALUE AT DATE
OF DEATH
0.00
TOTAL (Also enter on line 1 Recapitulation) ~ $ 0
(If more space is needed, insert additional sheets of the same size)
REV-1503 EX + (6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARGRIETA C. HEWEY 21 08 0054
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
i. 54 SHARES COMMON STOCK OF METLIFE (CUSIP 591568108) C~ $62.005/SHARE 3,348.27
2. (SECURITIES HELD AT MML INVESTORS SERVICES, INC. I 99,007.28
(ITEMIZATION ATTACHED HERETO)
TOTAL (Also enter on line 2, Recapitulation) I $ 102
(If more space is needed, insert additional sheets of the same size)
REV-1504 EX + (6-98j
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP OR
SOLE-PROPRIETORSHIP
ESTATE OF
MARGRIETA C. HEWEY 21 08 0054
Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporatioNpartnership interest of the decedent, other than a
sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
1. NONE
0.00
TOTAL (Also enter on line
(If more space is needed, insert additional sheets of the same size)
REV-1507 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FILE _
MARGRIETA C. HEWEY 21 08 0054
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
7. NONE
0.00
TOTAL (Also enter on line
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8t MSC.
IN RESIDENTED ~ DEN TN PERSONAL PROPERTY
ESTATE OF FILE NUMBER
MARGRIETA C. HEWEY 21 08 0054
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 VALUE AT DATE
DESCRIPTION OF DEATH
1. PNC CHECKING ACCOUNT #XXX9777 1.36
DOD BALANCE: $0; ACCRUED INT: $1.36
2. PNC SAVINGS ACCOUNT #XXX2235 2,412.92
DOD BALANCE: $2,409.99; ACCRUED INT: $2.93
3. MML INVESTORS SERVICES, INC. CAPITAL RESERVES 209.53
4. ORDINARY HOUSEHOLD GOODS, FURNISHINGS, AND CLOTHING 5,070.00
5. REFUND -PENN TREATY NETWORK AMERICA INSURANCE (Cancer Insurance) 80.96
6. REFUND -BANKERS LIFE & CASUALTY 5,827.48
7. REFUND -WASHINGTON NATIONAL INSURANCE 9 75
8. REFUND -TRAVELERS INSURANCE (personal property insurance) 122.00
9. REFUND -BOON CHAPMAN/DELTA KAPPA GAMMA INSURANCE 83.88
10. REFUND -READER'S DIGEST 54.96
11. (REFUND -GUIDEPOSTS I 31.11
12. (REFUND -BETHANY VILLAGE "ENTRANCE FEE" I 18,827.00
13. (ECONOMIC STIMULUS CHECK I 300.00
TOTAL (Also enter on line 5, Recapitulation) ~ $
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
MARGRIETA C. HEWEY 21 08 0054
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. NONE
B
C
JOINTLY-0WNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE: OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A.
TOTAL (Also enter on line 6, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS &
COM NHER TANCE TAX RETURN ANIA MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARGRIETA C. HEWEY 21 08 0054
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 OFTHETMNSFEREE,THEIRRELATIONSHIPTODECEDENTAND DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER.ATTACHACOPYOFTHEDEEDFDRREALESTATE VALUE OF ASSET INTEREST
(IF APPLICA&.E) VALUE
1. CNB BANK CERTIFICATE OF DEPOSIT 8,087.45 0• 0.00
Owner: Margrieta C. Hewey, Irrevocable Burial Reserve
DOD Value: $8,083.02; Accrued Interest: $4.43
2. CASH TRANSFER TO SUSAN H. THOMAS WITHIN ONE 23,500.00 100. 3,000.00 20,500.00
YEAR PERIOD PRIOR TO DATE OF DEATH (12/26/07)
0.00
TOTAL (Also enter on line 7 Recapitulation) ~ $ 20 500 00
(If more space Is needed, insert additional sheets of the same size)
REV-1511 EX+(12-99)
SCHED
ULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
IN RESIDENTED ~ DENT N ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
MARGRIETA C. HEWEY 21 08 0054
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A• FUNERAL EXPENSES:
1. KOCH CHATLEY GAETO FUNERAL HOME, BRADFORD, PA 8
406
00
2. CAMP HILL UNITED METHODIST CHURCH -MEMORIAL SERVICE ,
.
500
00
3. TOGIS FAMILY RESTAURANT, BRADFORD, PA -FUNERAL RECEPTION .
348
51
4. GRAHAM FLORIST .
5.
IN MEMORIA CONTRIBUTIONS (CLERY, ORGANIST, VIOLINIST
ETC
;1 333.90
6. ,
.
GRAVEMARKET (ESTIMATED) 600.00
800.00
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, AttomeyFees WIX, WENGER &WEIDNER (ESTIMATED) 14,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip _
Relationship of Claimant to Decedent
4• Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS
280.00
~_ Accountant's Fees CRYSTAL HACKETT (ESTIMATED) 730.00
6• Tax Return Preparer's Fees
7. APPRAISE EVALUATION SERVICES
INC.
8. ,
CUMBERLAND LAW JOURNAL -ADVERTISING 23.25
9.
SENTINEL -ADVERTISING 75.00
10.
WIX, WENGER &WEIDNER - OUT OF POCKET EXPENSES (ESTIMATED) 190.54
11.
SUSAN THOMAS -- REIMBURSEMENT FOR LODGING
MILEAGE
AND 75.00
,
,
MISCELLANEOUS ADMINISTRATION EXPENSES INCURRED 691.48
12. PATRIOT NEWS -MEMORIAL ADVERTISEMENT
13.
CUMBERLAND COUNTY REGISTER OF WILLS - ADD'L SHORT CERTS 51 78
12.00
TOTAL (Also enter on line 9, Recapitulation) $
27
If 117.46
(
more space is needed, insert additional sheets of the same size)
REV ;151!? EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
w ~ h ~ ~ yr FILE NUMBER
MARGRIETA C. HEWEY 21 08 0054
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. QUANTUM IMAGING (MEDICAL BILL)
2. (PENNSYLVANIA DEPARTMENT OF REVENUE (2007 TAX)
3. CAMP HILL EMERGENCY PHYSICIANS
4. ORTHOPEDIC INSTITUTE OF PA
5. BETHANY VILLAGE
6. IMELLANEUM PHARMCY SERVICES (PHARMACY)
7. ~DJO, LLC (MEDICAL BILL)
14.43
1,096.05
32.17
256.77
3,942.00
558.95
20.88
TOTAL (Also enter on line 10, Recapitulation) I $ 5,921
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT SCHEDULE)
BENEFICIARIES
ESTATE OF FILE NUMBER
MARGRIETA C. HEWEY 21 08 0054
NUMBER RELATIONSHIP 1'0 DECEDENT
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) AMOUNT OR SHARE
OF EST
I
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under ATE
Sec. 9116 (a) (1.2)J
1. SUSAN H. THOMAS Lineal 61
423
89
5250 MEADOWBROOK DRIVE ,
.
MECHANCISBURG, PA 17055
2. LENORE E. HALL Lineal 61
423
90
27 WADSWORTH ROAD ,
.
GLEN ROCK, NJ 07452
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18
AS APPROPRIATE
ON REV
II. ,
,
NON-TAXABLE DISTRIBUTIONS: -1500 COVER SHEET
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $
(If more space Is needed, insert additional sheets of the same size)
LA5T WILL
OF
MARGRIETA C. HEWEY
I, MARGRIETA C. HEWEY, of Camp Hill, Cumberland County, Pennsylvania,
declare this to be my LAST WILL. I hereby revoke all prior Wills made by me.
icl I I declare that I have two children, namely, LENORE H. HALL and
SUSAN H. THOMAS. References in this will to "my children" are to them.
The term "descendants" refers to all naturally born or legally adopted descendants
of all degrees of the person indicated.
r icle I I give all of my property to my two daughters, Lenore H. Hall and Susan
H. Thomas, including all property over which I hold a power of appointment, if they
survive me. If either daughter does not so survive me, I give their share to their
descendants per stirpes.
Ar i I I I I appoint my daughter, SUSAN H. THOMAS, as executrix of this will. If
SUSAN H. THOMAS does not survive me or otherwise fails or ceases to act as
executrix, I appoint my daughter, LENORE H. HALL, to serve as executor in her place. I
authorize my executrix to employ, at the expense of my estate, such attorneys, custodians,
accountants, investment advisors, or other professionals as my executrix believes are in
the best interest of my estate. In addition, I authorize my executrix to serve without bond
and to administer and to settle my estate independently, without the participation or
supervision of any court, to the maximum extent permitted by the applicable law. If an
ancillary administration of my estate is required in other jurisdictions, I authorize my
executrix to serve in such jurisdictions or to designate an executor to serve in each
ancillary jurisdiction.
I direct that my executrix shall not be required to give bond for the faithful performance
of their duties in any jurisdiction.
Article IV (1) I direct my executrix to pay all expenses of administration and all
inheritance, estate, succession, and similar taxes "[death taxes]" imposed
upon my estate by reason of my death, from the assets of my residuary
estate, whether or not the expenses of administration of death taxes are
attributable to property passing under this will.
(2) I authorize my executrix to exercise all elections available under
Federal and State law with respect to:
(a) the date or manner of valuation of assets,
(b) the deductibility of items for State or Federal income or death
tax purposes.
® the marital deduction,
(d) other matters of Federal or State tax law, iin accordance with
what my executrix believes to be in the best interests of my estate.
I relieve my executrix of any duty to make adjustments to the
shares or interests of persons who may be adversely affected by
such elections and from any liability for making such elections.
r i V For purposes of this will, a beneficiary is deemed to survive me only if the
beneficiary is living on the 60th day following my death
In witness whereof I have signed this will on 19
_~, .
;~~ ~.._
,` ,
Margrieta C. Hewey
Signed, sealed, published and declared
by Margrieta C. Hewey, The Testator, as
and for her LAST WILL, in the presence
of us who have at her request signed our
names as witnesses hereto in the
presence of the said Testator and of each
other.
STATE OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, Margrieta C. Hewey, having been duly qualified according to law, acknowledge
that I signed the foregoing instrument as my will, and that I signed it as my free and voluntary
act for the purpose therein expressed.
.,
Margrieta C. Hewey 4' ~`
We, having been duly qualified according to law, depose and say that we were
present and saw Margrieta C. Hewey sign the foregoing instrument as her will; that she signed it
as her free and voluntary act for the purposes therein expressed; that each of us in his sight and
gearing and at his request signed the will as witness; and that to the best of our knowledge he
was at that time 18 or more years of age, of sound mind and under no constraint or undue
influence.
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above named testator and by the
witnesses whose names appear
opposite on May 23, 1996
Notary Public
.Jul., 2.. 2008 12;18PM PNC BANK 412-105-2741
~ PNCBANC
The Thinking Behind The Money
July 2, 2008
Denise Williamson
Attorney at Law
508 N Second St
P 0 Box 845
Harrisburg, PA 17108
RE: Margrieta C Hewey
SSN:
DOD: 12-27-2007
Dear Ms. Williamson:
No. 7061 P. 1
In response to your request for Date of beach balances for the customer noted above, our
records show the following:
Checlong Accoant
Account # 5000649777 Established OS-15-1996
MARGRIETA C HEWEY
DOD balance: ~ 0.00 + 136 accrued interest
Savings Account
Account # 5003912235 Established 01-24-2003
MARGRIETA C HEWEY
DOD balance: $ 2,409.99 + 2.93 accrued interest
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not prnceaa airy financial
h~asactions or provide statements. If you need assistance with aay of these items,
please ca111-888-PNC-BANK (1-888-762-2265) or stop by Your local PNC Bank branch
office.
S' erely,
ULc Ct' - `~u~GLt~ '~~..
Lori Robertson
1-800-762-1775
P7-PFSC-04 F
500 First Ave
Pittsburgh, PA 15219
Member FDIC
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' ' Network Blitz
Williamson, Denise B.
From: Allwein, Deborah [dallwein®finsvcs.comj
Sent: Friday, June 27, 2008 2:45 PM
To: dwilliamson~wwwpalaw.com
Subject: hewey spreadsheet
Attachments: Individual acct DOD value.xls
Denise -any questions please let me know.
Deborah A. Allwein
Administrative Assistant
Liberty Financial Strategies, LLC
1709 Oregon Pike
Lancaster, PA 17601
(717) 569-6369 Phone
(717) 581-0670 FAX
dallwein@finsvcs.com
--------------------------------------------
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January 29, 2008
Wix, Wenger & Weidner
Attorneys at Law
508 North Second Street
PO Box 84~>
Harrisburg, PA 17108-0845
Re: Margrieta C Hewey
SSN:
DOD: 12/27/07
Dear Ms. Williamson:
In response to your most recent inquiry, a search of bank records indicates the
following accounts for the above decedent.
Account Number 98035247 Certificate of Deposit
Opened 4/23/96
Sole Owner Margrieta C Hewey, In evocable Burial Rese2ve
Balance as of Date of Death $8,083.02 + Interest Due $4.43
Rate of Interest 4.00%
Please be advised that Ms. Hewey did not own any CNB Bank ;Stock or have a
safe deposit box. If you feel we have overlooked anything or if you have any questions,
feel free to contact us.
Sincerely,
,~~ ~, -~
I; i~nberly M. Olson
Records and Resc:~rch
l
P.O. Box 42 ! 1 South Second Street / Clearfield, PA 16830 / 814-765-9621 / www.bankcnb.com
.'
• ,
tr`revocable Funeral Northwest PA
Deposit Agreement PNCI~A~TII~
I, the undersigned Settlor, do hereby. irrevocably transfer to the Trustee signing below the su
Four Thousand Five Hundred and 00/100****************** m,of
to be held and administered by Trustee in accordance with law and the proDsioans o$this agree0ment for the
benefit of the person named below and referred to herein as "Beneficiary".
Trustee shall immediately deposit this above amount and any other money paid to Trustee by Settlor with
PNC Bank, National Association ("PNC Bank"), said account to be in the name of Trustee, as Trustee under
agreement with Settlor for benefit of Beneficiary, All such funds deposited, and all accrual of interest shall remain
on deposit with PNC Bank until death of Beneficiary, whereupon Trustee shall apply as much of the accumulated
monies in said funds as are necessary to defray the funeral expenses of Beneficiary and shall immediately pay
any remaining surplus to the Estate of Beneficiary. Settlor and Trustee agree that this contract shall be irrevocable.
PNC Bank shall hold the funds deposited by Trustee in an interest•bearing deposit account or certificate
subject to the rules and regulations of the Bank from time to time in effect far such accounts. No partial
withdrawals from the deposit account shall be permitted. PNC Bank is authorized to remit the total amount
on deposit including accumulated interest to Trustee upon presentation of evidence satisfactory to Bank of
death of Beneficiary. The deposit account at PNC Bank shall be titled:
Margrieta C. Hewe
Burial Account
Address of
Beneficiary
Beneficiary's
SS Number
Telephone
Trustee
This agreement shall be binding upon Settlor, Trustee, Bank, their heirs, administrators, successors and
assigns, and the parties hereto have signed this agreement this 2_ 3rd day of AUril
with the intention that they be legally bound hereby. 19 96
SETTLOR:
Signature
Address
Social Security
No. 208-20-9745 Phone
TRUSTEE:
Signature ,~.>
Margri to C. Hewey '~
Address 2313 Chestnut, Apartment #6
Camphill, PA 17011
Tax or SS
Number Phone
PNC Bank acknowledges receipt of the sum of $ 4.500.00
above, and assents to the terms of the agreement. The funds have been deposited in an accounttor certificate
of deposit as follows:
Description 120 Month Certificate of Deposit Interest 5.20
Rate Maturity 04/23/2006
(Upon maturity funds will be redeposited by Bank for a similar period at rate and terms then in effect.)
Date
FORM A'8005 R 4/93
19 PNC Bank, National Association
By r
WIX, WENGER &WEIDNER
A PROFESSIONAL CORPORATION
THOMAS L. WENGER
RICHARD H. WIX ATTORNEYS AT LAW ROBERT C. SPITZER
DEAN A. WEIDNER Of Counsel
508 NORTH SECOND STREET
STEVEN C. WILDS
THERESA L. SHADE WIX " POST OFFICE BOX 845
DAVID R. GETZ HARRISBURG
PENNSYLVANIA 17108-0845
STEPHEN J. DZURANIN ,
JEFFREY C. CLARK
PETER G. HOWLAND
(717) 234-4182 Suburban Office:
4705 DUKE STREET
FAX (717) 234-4224 HARRISBURG, PA 17109-3041
' Also Member Massachusetts Bar
www.wwwpalaw.com (717) 652-8455
September 23, 2008
Ms. Glenda Farner Strasbaugh c ~ _
Register of Wills , ~ r~',..f ,=
Cumberland County Courthouse '_ ~' ~ - -~
One Courthouse Square `_~' ,`"~- ~ "
Carlisle, PA 17013-3387 J- ; ~ ~. -
~.s -p -,
_ ~~ =_ -r- ~ _ - i
Re: Estate of Margrieta C. Hewey _~ ~ ;- =.
Estate File No. 21-08-0054 =' --
Our File No. 8412-14825 ^~
Dear Ms. Strasbaugh:
We enclose the following documents for filing on behalf of the above-captioned estate:
1. The original and two copies of the Inheritance Tax Return;
2. Our client's check in the amount of $5,528.15, made payable to the "Register of
Wills, Agent," representing the tax due;
3. The original and one copy of the Inventory form; and
4. Our check in the amount of $30.00, made payable to the "Register of Wills,"
representing your filing fees.
Please process these documents at your earliest convenience and return time-stamped
copies of the tax return and Inventory to our office. Aself-addressed, stamped envelope is
enclosed for your convenience.
Thank you for your assistance in this matter. If you have any questions regarding the
above, please call me.
SincereL~(,
WIX, ~E{ GE & W ID ER
By:
De Ise B. Williamson
Paralegal
/dbw
Enclosures
cc: Ms. Susan H. Thomas
Dean A. Weidner, Esquire
REV-1500 EX
15056042126
Decedent's Name: MARGRI ETA C . HEWEY
Decedent's Social Security Number
RECAPITULATION
1. Real estate (Schedule A)
........................................ 1. 0 , 0 0
2. Stocks and Bonds (Schedule B) .................................. 2. 1 0 2 3 5 5, 5 5
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0 , 0 0
4. Mortgages & Notes Receivable (Schedule D) ........................ 4. 0 , 0 0
5. Cash, Bank De osits & Miscellaneous Personal Pro e .......
p p rty (Schedule E)
5. 3 3 0 3 0 , 9 5
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6.
7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property
~ 2 0 5 0 0 0 0
(Schedule G)
Separate Billing Requested ....... 7. ,
8. Total Gross Assets (total Lines 1-7) .............. . . .... . . . ... . g. 1 5 5 8 8 6 , 5 0
9. Funeral Expenses & Administrative Costs (Schedule H) ........ ........ 9. 2 ~ 1 1 7 , 4 6
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .... ........ 10. 5 9 2 1 , 2 5
11. Total Deductions (total Lines 9 & 10) ................... ........ 11. 3 3 0 3 8 , 7 1
12. Net Value of Estate (Line S minus Line 11) ................. ........ 12• 1 2 2 8 4 7 • 7 9
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) .......... ........ 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) .......... ........ 14. 1 2 2 8 4 7 , 7 9
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0 _ 0 0 0 15.
16. Amount of Line 14 taxable
at lineal rate X .045 1 2 2 8 4 7. 7 9 16
17. Amount of Line 14 taxable
0
0
0
at sibling rate X .12 17
18. Amount of Line 14 taxable
at collateral rate X .15 0 0 0 18
19. Tax Due ........... ........................... ... ..... ..19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L 15D56042126
0. 0 0
5 5 2 8. 1 5
0. 0 0
0. 0 0
5 5 2 8. 1 5
15056042126 J