HomeMy WebLinkAbout10-01-09~--~ REV-1500 1505607120
~ (06-05) OFFICWL USE ONLY
PA Department of Revenue y cod. y,~ Fwe Number
Bureau of tndividua{ Taxes INHERITANCE TAX RETURN
Po Box.26oeo~ 21 0 9 0 1 2 9
Harrisburg, PA 17126-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death pate of Birth
171011304 12042008 10131913
Decedent's Last Name Suffix DecedeM's First Name Ml
WAECHTER MARY E
(if Applicable} Erster Surviving Spouse's Infonnalion Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Sotaal Security Number
THIS RETURN MUST BE FILED IN DUPLICATE YVITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (dabs of death
prior>b 12-13-SZ)
^ 4. Umrted Estate ^ 4a. f~ «I ~ ^ 5. Federal Estate Tax Return Requked
^ g• oecaderk Did T® ^ 7. DecaderK Me~tetbd s uvinp Tnrst 8. Total Number of Safe
iA~ ~Pf~ of 1Mh (Allach Copy U Tnret) Deposit Boxes
^ 9. Litigation Proceeds Rerxilved ^ 10. t2.31k1 ~,~- ~ aenh ^ 11,Election to tax under Sec. 8113(A)
(Attach Sch. O)
CORRESPONDENT - THIS S CTION MUST E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTWL TAX INFORMATION SHOULD BE DIRECTED TD:
ame
Daytime Telephone Number
MTCHAEL S. GRAB 7176844422
Firm Name (If Applirable}
NIKOLAUS & HOHENADEL, LLP
First line of address
327 LOCUST STREET
Second line of address
City or Pont Office
COLUMBIA
State ZIP Code
PA 17512
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REGISTER OLS USE ~LY
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Correspondent's e~rtail address:
Under penalties of perjury, I dedaro that I have exarrdned this slum, indud aa:omparrying schedules and afatements, and bo the bast of k
ft Is true, correct and complete. Declaration of preperor o#rer than the ~ nO~ge and .
reprasentadHe IS based on aN infonna4on of vrhich preparer has any krwNAedge.
rir~uan we nc oeocnu ocen,r~~.~m ~ ....................._ ._..
J. Timothy Waechter ~W
ADDRE59
2901 on Road, Camp Hill, A 17011
SI E OF PREPARER OTHER THAN GM~hbael S. Grab DATE 9~9
ADDRESS / ~~
327 Lo ust Street, lumbia, PA 17512
Side 1
1505607120 1605607120 J
1505607220
REV-1500 EX
DecedenPs Name: W A E C H T E R, MARY E. Decedent's Social Security Number
1 7 1 0 1 1 3 0 4
RECAPITULATION
1. Real Estate (Schedule A) .......................................................................................... 1.
333, 735. 32
2. Stocks and Bonds (Schedule B) ...............................................................................
2
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4.
14, 750. 78
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
^ Separate Billing Requested .............
l
G
7. 2 0 0 6 5 4 2 8
)
(Schedu
e
g. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 5 4 9 1 4 0 3 8
6, 917. 51
9. Funeral Expenses & Administrative Costs (Schedule H) ........................................ . 9.
10, 568. 77
10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............................... . 10.
1 7 4 8 6 2 8
11. Total Deductions (total Lines 9& 10) ..................................................................... . 11.
12. Net Value of Estate (Line 8 minus Line 11) ............................................................ . 12. 5 3 1 6 5 4 1 0
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. 5 3 1 6 5 4 1 0
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 .00 15.
16. Amount of Line 14 taxable 5 3 1 6 5 4 1 0
045
16.
at lineal rate X .
17. Amount of Line 14 taxable •
at sibling rate X ,12 17.
18. Amount of Line 14 taxable
18
at collateral rate X .15 .
19. Tax Due ................................................................................................................... .. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
L 1505607220
w
Side 2
23,924.43
23,924.43
1505607220
RED/-1500 EX Page 3
• Decedent's Complete Address:
Waechter, Mary E.
_ _ - _ --
_-- _ -- -
STREETADDRESS _ _ - -- _ -- _ -- -- _ __ _
2901 Merion Road
_ -
- -_ _ -_
__ _ _ _ -
CITY _ - -_ -STATE - _ _- ZIP __ __
Camp Hill PA 17011
File Number 21 - 09 - 0129
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InteresUPenalty if applicable
D. Interest
E. Penalty
88.50
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.
Check box 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.
(1) 23,924.43
(2> 0.00
(3) 88.50
(4)
(5) 24,012.93
(5A) _
(5B> 24,012.93
Make Check Payable to: REGISTER OF WILLS, AGENT
,;_
,.
,_ t
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 :.............................. ~ x J
.. .................................................. _J
b. retain the right to designate who shall use the property transferred or its income :.................................... ~ _, ~ x~
c. retain a reversionary interest; or ................................................................................................................. ~ --
LXJ
d. receive the promise for life of either payments, benefits or care? .................. ~ i r
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without -x
receiving adequate consideration? ....................................................................................................................... x ~
3. Did decedent own an "in trust 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? .............
......................................................................................................... [XJ f1
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
L
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)]. 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 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)]. 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.
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COMMONWEALTH OF PENNSYLVANIA `~ • OC~C ~ BOI\DS
INHERITANCE TAX RETURN
RESIDENT DECEDENT I
ESTATE OF Waechter, Mary E.
?FILE NUMBER
X __ _ -
21 -09-0129
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
- - -. _ - -
ITEM - - - -- - - - - -_ - _ - --
-_ i - _ __
- _
_ -
NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF
_-
- - --
-_ DEATH
__ - __
__
1 American Balanced Fund Class A/ABALX
-
- _
13.22 73,113.67
2 ,Growth Fund of America Class A/AGTHX
19.23
~ 105,750.29
3 Verizon Communications, Inc. 32.15 24,755.50
4 UGI Corp. 21.76 ~ 36,488.91
5 Comcast Corporation 15.78 19,078.02
6 ' AT&T 23.95 74, 548.93
I
- - _ - -
- -
-- _-
TOTAL (Also enter on line 2, Recapitulation) 333,735.32
SCHEDULE E
CASH, BANK DEPOSITS, ~ MISC.
COM NHERITANCE TAX RETURNANIA PERSONAL PROPERTY
RESIDENT DECEDENT GR~7 f1 R R I
__. __ __ _-r.-.
- -.. _ __.
FILE NUMBER
ESTATE OF Waechter, Mary E. 121 - 09 - 0129
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
___
__ __
__ _ _ - _ _ -
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION DEATH
1 Belco Community Credit Union -Savings/Checking Account 14,193.11
Account No. 942683
2 Aetna Insurance -Medical Insurance Refund 33.61
3 UGI Corporation -Dividend 322.80
4 Comcast -Dividend 81.61
5 Pennsylvania Income Tax Refund 13.00
6 Aetna Insurance -Medical Payment Refund 15.04
7 Citigroup Smith Barney -Money Market Account #724-09600-18-021 91.61
- I _ _ _ __ _ _ _ -
TOTAL (Also enter on Line 5, Recapitulation) 14,750.78
I~
COMMONWEALTH OF PENNSYLVANIA SCHEDULE G
INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS ~ ~,
RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY
__ _ _- -
-
__ - _-
---
ESTATE OF Waechter, Mary E. FILE NUMBER
21 -09-0129
-- __ _ --
____ _ _
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
- - _ --- -T __ _ _ ___ __~
ITEM DESCRIPTION OF PROPERTY ~ DATE OF DEATH % OF EXCLUSION
NUMBER Include the name of the transferee, their relationship to decedent ~ VALUE OF ASSET DECD'S TAXABLE VALUE
and the date of transfer. Attach a copy of the deed for real estate. INTEREST (IF APPLICABLE)
1 'I Lincoln Benefit Life Co. Annuity 200,654.28 ' 200,654.28
i
'
__
- -
__ _
TOTAL (Also enter on line 7, Recapitulation) ' 200,654.28
. SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA r~~
INHERITANCE TAX RETURN ' Ar1w Al\IIG-TpATI~/C I~M'T'~
RESIDENT DECEDENT ~ /"1LJIrY~\h7 ~ r~F1 ~ NYC \.-W 1 ~7
ESTATE OF Waechter, Mary E. .FILE NUMBER
21 -09-0129
ebts of decedent must be reported on Schedule I.
NUMBER - -- -- - -
IFUNERAL EXPENSES: DESCRIPTION AMOUNT
- _ - _ - - --_ - - L_
__ _ _ _ _ __
A. 1 'Myers Harper Funeral Home -Funeral Bill ~ 6,053.00
B. 'ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
2. ~, Attorney's Fees
3. ~i 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 Nikolaus &Hohenadel, LLP -Reimbursement for Letters Testamentary 521.00
Cumberland Law Journal -Estate Advertising 75.00
The Sentinel -Estate Advertising 118.51
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. ~ Other Administrative Costs
1 ~ Nikolaus &Hohenadel, LLP -Reserve for Filing Fees, Notary Fees, etc. 150.00
__ -_
- __
TOTAL (Also enter on line 9, Recapitulation) 6 917.51
>'
SCHEDULEI ~
DEBTS OF DECEDENT, MORTGAGE
COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS
INHERITANCE TAX RETURN '~
RESIDENT DECEDENT
_. _ __r-. __ __. _- _
ESTATE OF J FILE NUMBER
Waechter, Mary E. 21 - 09 - 0129
Include unreimbursed medical expenses.
_ _ ----
ITEM _ _ - __ _
NUMBER DESCRIPTION
___ _ __ _ _
1 Pennsylvania Department of Revenue - 2008 State Taxes
2 Capital Area Health Assocs. -Nursing Facility Balance
3 Dalby, DPM -Medical Bill
4 Holy Spirit Hospital -Hospital Bill
5 J. Timothy Waechter -Reimbursement Holy Spirit Hospital
6 Messiah Nursing Facility -Nursing Home Bill
7 Alert Pharmacy -Drug Bill
8 Messiah Nursing Facility -Nursing Home Bill
- -I
__ _ _ - __
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
414.00
15.04
8.64
232.24
250.00
8, 561.60
238.17
849.08
10,568.77
LAST WILL AND TESTAMENT
OF
MARY E. WAECHTER
I, MARY E. WAECHTER, of the Borough of Camp Hill, County
of Cumberland and Commonwealth of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and declare
this to be my Last Wi11 and Testament, hereby revoking and making void
any and all Wills or testamentary writings by me at any time
heretofore made.
FIRST: I direct that all my debts, funeral expenses and
-h%
1,
y,w inheritance taxes be paid by my personal representative, hereinafter
C,, named, as soon after my death as may be practicable.
~.'~; SECOND: I give, devise and bequeath all the rest, residue
~~; and remainder of my Estate, be it real, personal and mixed, of
"'~ whatever nature and wheresoever the same may be situate to my husband,
,~
~;~ Ralph W. Waechter, providing he shall survive me by a period of thirty
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~~-
'~~~ (30) days.
THIRD: Should my husband, Ralph W. Waechter, predecease me
or die on or before the 30th day following my death, I give, devise
and bequeath all the rest, residue and remainder of my Estate, be it
real, personal and mixed of whatever nature and wheresoever the same
may be situate, as follows:
A. One-Third (]/3) thereof to my son, Robert W.
Waechter, who presently resides at 14609 Gallant Fox Lane, North
Potomac, Maryland 20878, providing he is living on the 30th day
following my death. If the said Robert W. Waechter predeceases me or
dies on or before the 30th day following my death, I give, devise and
bequeath this share to his issue providing, however, that should there
be no issue living on the 30th day following my death, I hereby give
devise and bequeath said sum to my two other children, Ralph W.
Waechter, Jr. and J. Timothy Waechter, in accordance with the
directions set forth in this item.
B. One-Third (1/3) thereof to my son, Ralph W.
Waechter, Jr. who presently resides at 5812 Howe Street, Pittsburgh,
Pennsylvania 15232, providing he is living on the 30th day following
my death. If the said Ralph W. Waechter, Jr. predeceases me or dies
on or before the 30th day following my death, I give, devise and
bequeath this share to his issue providing, however, that should there
he no issue living on the 30th day following my death, I hereby give
devise and bequeath said sum to my two other children, Robert td.
Waechter and J. Timothy Waechter, in accordance with the direct:ion set
forth in this item.
Jr C. One-Third (1/3) thereof to my son, J. Timoth}~
:~~
'~~ Waechter, who presently resides at 2935 Mayfred Lane, Camp Hill,
r~ Pennsylvania 17011, providing he is living on the 30th day following
~~" my death. If the said J. Timothy Waechter, predeceases me or dies on
or before the 30th day following my death, I give, devise and bequeath
=" this share to his issue providing, however, that should there be no
V
,~'~} issue living on the 30th day following my death, I hereby give devise
and bequeath said sum to my r_wo other children, Robert W. Waechter and
Ralph W. Waechter, Jr., in accordance with the directions set forth in
this item.
FOURTH: I hereby nominate, constitute and appoint my
husband, Ralph W. Waechter, to serve as executor of this my Last Will
and Testament. Should my husband fail to qualify or act as the
executor of my Last Will and Testament, I hereby nominate, constitute
and appoint my sons, Robert W. Waechter, Ralph W. Waechter, Jr. and J.
Timothy Waechter to serve as my executors. Should one or more fail to
qualify or cease to act as executor, I hereby nominate, constitute and
appoint the other or others as co-executors or sole executor of this
my Last Will and Testament and further direct that the personal
representatives shall serve without bond. Said personal
representatives shall have the power to discharge all the debts, liens
and encumbrances upon my Estate, as well as any taxes thereon, to pay
- 2 -
for the cost of the final disposition of my remains and final illness,
if any, to receive any and all commissions and other compensation for
services rendered b;~ me during my lifetime and to perform any and all
fiduciary duties authorized by statute. Further, I direct my personal
representative to preserve my Estate and any instructions pertaining
to the distribution of the same from any attachment or anticipation
while in the hands of my personal representative, it being my express
intent that all legacies shall be free from any attachment or
anticipation while in the hands of the accountant for my Estate.
IN WITNESS WHEREOF, I, MARY E. WAECHTER, have signed,
sealed, published and declared this [o be my Last Will and Testament
consisting of this ar.d two additional pages in the margin of each of
which I have also set my hand for greater security and better
identification this,-~~ Y
~/. / da of ~R~(7~e~E ~~~ / ]992.
Man ~,i, r i SEAL)
Y Waechter
The preceding instrument, consisting of this and two other
typewritten pages each identified by the signature of the testatrix
was on the day and date hereof signed, sealed, published and declared
by MARY E. WAECHTER, the testatrix herein named as and for her Nast
Wi11, in the presence of us, who at her request, in her presence and
in the presence of each other have hereunto subscribed our names as
witnesses hereto. We further certify that at the time of the
execution hereof, the said MARY E. WAECHTER, was of sound and
disposing mind, memory a_nd understanding.
~_ "~_ -_
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COMMCNWEALTH OF PENNSYLVANIA
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SS:
COUNTY OF DAUPHIN 1
I, MARY E. WAECHTER, Testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and Testament; that I signed it willingly;
and that I signed it as my free and voluntary act for the purposes
therein expressed.
Sworn or affirmed to and acknowledged before me by MARY E.
WAECHTER, the Testatrix, this k';__~,l _~, day of h~r~,~ ,: ,., ~i~~.> , 1992.
l S>:'AL )
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF DAUPHIN )
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N ary Public
M Commission Expires: G/~Ij y'=~
'-- _- ~,
W e , ~' ~ ~ !~ l/ 1~ ~2'~z,o
the witnesses who e si ned o the attached or foregoing
instrument, being duly qualified accor ig to law, do depose and say
that we were present and saw MARY E. WAEC R, Testatrix, sign and
execute the instrument as her Last Will and Testament; that Mary E.
Waechter signed willingly and that. she executed it as her free and
voluntary act for the purposes therein expressed; that each of us in
the hearing and sight of the Testatrix signed the Will as witnesses;
and that to the best of our knowledge the Testatrix was at that time
18 or more years of age, of sound mind and under no constraint or
undue influence.
-~_,___,
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Sworn to a}~d subscribed before me
t h i s yf ~ ~2-f' d a y o f /l P`a .cam - ~~ 2~L%
i992.
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No,t~ry~/Public
My Commission Expires: %=~')/%~
(SEAL) -...._._.._. __ -
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DONALD H. NIKOLAUS
JOHN P. HOHENADEL
MATTHEW J. CREME. JR.
JOHN F. MARKEL
PAULA D. MUNSON
RICHARD G. GREINER
JEFFREY A. MILLS
MICHAEL S. GRAB
MICHAEL A. VANASSE
JOSEPH G. MUZIC, JR.
LISA J. McCOY
BARBARA REIST DILLON
NIKOLAUS ~ I-IOHENADEL, LLP
ATTORNEYS AT LAW
327 LOCUST STREET
COLUMBIA, PA. 17512
717/684-4422
FAX 717/684-6099
March 11, 2009
BERNADETTE M. HOHENADEL
ANTHONY MARC HOPKINS
JOHN C. HOHENADEL
WANDA S. WHARE
ROBERT S. CRONIN, JR.
MANDY LLOYD HEINZ
AN E.TORRES
Telco Community Credit Union
44y Eisenhower Blvd.
Harrisburg, PA "17111
RE: ESTATE OF MARY E. WAECHTER
DATE OF DEATH: DECEMBER 4, 2008
SOCIAL SECURITY NO.: 171-O1-1304
Gentlemen/Ladies:
COUNSEL
JOSEPH J. LOMBAHDO
ROGER S. REIST
212 NORTH QUEEN STREET
LANCASTER, PA. 17603
717/2993726
FAX 717/299-1911
3~i~~o~
N9'h'
,~
The Inheritance Tax Division of the Department of Revenue of
the Commonwealth of Pennsylvania is now requiring all attorneys
handling estates to file with the Report and Appraisal, letters
from banks and/or savings institutions verifying balances of
accounts in decedent's name only, or accounts held in joint
names, as of the date of death of the decedent, ,:including accrued
interest.
---_
It would be appreciated if you would supply us with the
following information:
1• Accounts held in decedent's name only and the numbers
of said accounts . ~j.~..~~~ry.5-r
2. Accounts held in joint names and the numbers of said
account . ~ ! ~.
3• Type of account (savings, checking, certificate) and
the date of origin of said account, c ,,.,
~ S i-' r , ~ - ic'
4. Balance
interest to that
Your prompt
MSG/lcn
w^r %~- / t C .~ ~'- ' .-.
as of December 4, 2008, including accrued
response would be appreciated. ~%j~~`~ .~ (~~
1. North 3rd Sheet
end flocr Strawberi } Squar e
Harrisburg, FA 17161
Tel 717 7so 1700
Totl Free 800 2',7 1~i0n
Fax 717 233 20~G
Srl'1It~1 C~~Y
March 1 1, 2009
Michael S. Grab, Esquire
Nikolaus & Hohenadel, LLP
327 Locust Street
Columbia, PA 17512
k f ~ ..1..,...-.
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Re: Date of death value for Mary E. Waechter
Dear Michael:
At the time of her death on December 4, 2008, Mary E. Waechter maintained
one account at Smith Barney. The following is pertinent information regarding
that account:
Account number: 724-09600-18-021
Account Name: Mary E. Waechter
Fonn of Ownership: Individual
Date Opened: April 19, 2004
Date of Death Value: $178,955.56
There have been no changes in ownership of the account since it was opened. A
spreadsheet is attached providing details of the positions held in the account as
of the date of death.
Please call us at 717-780-1735 with any questions.
Sincerely,
Bill Barton
Client Service Associate for
Wayd W. Wolgemuth
First Vice President -Wealth Management
Financial Advisor
Citigroup Global Markets Inc.
I he information set forth was obtained from sources which we believe reliable but we do not guarantee its accuracy or completeness.
Neither the Information nor any opinion expressed constitutes a solicitation by us of the purchase or sale of any securities.
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Verizon Communications Inc. lvZ~ At 10:54AM ET: 31.22 1'
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Historical Prices Get Historical Prices for: GO
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(i) Daily
Start Date: Dec 4 2008 E9• )an 1, _
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Date Open High Low Close Volume Adj
Close"
4-Dec-08 32.73 33.51 31.62 32.15 19,350,500 30.76
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Date Open High Low Close Volume Adj
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4-Dec-08 22.57 22.57 21.30 21.76 777,000 21.22
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At 10:47AM ET: ~ 4.9~ t'
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Date Open High Low Close Volume '4dj
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4-Dec-08 15.72 16.29 15.33 15.78 29,000,300 15.57
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AT&T (ATT)
At 10:37AM ET: Zrj,]] ~'
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Start Date: Dec 4 Eg. ]an 1, ` ~ Daily
2008 zoo3 (~ Weekly
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Date Open High Low Close Volume Adj
Close`
4-Dec-08 23.99 24.02 23.75 23.95 89,600 22.87
* Close price adjusted for dividends and splits.
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NIKOLAUS Si. HOHENADEL, LLP
ATTORNEYS AT LAW
327 LOCUST STREET
pONALD H. NIKOLAUS
COLUMBIA, PA. 17512
JOHN P. HOHENADEL
MATTHEW J. CREME, JR.
JOHN F. MARKEL 717/684-4422
PAULA D. MUNSON FAX 7 1 7 /6846099
RICHARD G. GREINER
JEFFREY A. MILLS
MICHAEL S. GRAB
MICHAEL A. VANASSE September 30, 2009
JOSEPH G. MUZIC, JR.
LISA J. McC.OY
BARBARA REIST DILLON
BERNADETTE M.HOHENADEL
ANTHONY MARC HOPKINS
JOHN C.HOHENADEL
WANDA S. WHARE
ROBERT S. CRONIN, JR. VIA FEDERAL EXPRESS
MANGY LLOYD HEINZ
ANGEL E.TORRES
Register of Wills
Cumberland County Court of Common Pleas
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
RE: ESTATE OF MARY E. WAECHTER
ESTATE FILE NO.: 21-09-0129
INVENTORY
RECEIPT & RELEASE
INHERITANCE TAX RETURN
Gentlemen/Ladies:
COUNSEL
JOSEPH J. LOMBARDO
ROGER S. REIST
212 NORTH QUEEN STREET
LANCASTER. PA. 17803
717/298.3728
FAX 717/299-1811
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Enclosed please find the following documents for filing in connection with the above
referenced matter:
1, One original Inventory for filing; and
2. One original Receipt & Release for filing; and
3 Twok i tithe amou t of $24x0 2 931, rep~eselnting thegnheritance tax due;
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and
4. Copies of the Inventory, Receipt & Release and Inheritance Tax Return for
stamping in for return to my office; and
5. A check in the amount of $45.00 for the filing fees for all three documents.
Please file the above referenced forms, stamp in the "Copy" ones and return them to me
in the enclosed, self-addressed, stamped envelope.
If you have any questions or require any additional inforrr~tion, please do not hesitate to
contact me. Thank you for your prompt attention to this ma~^ _ A
MSG/lcn
Encs.
Michael ra c