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Home My WebLink About10-01-0915056041114 ~'' REV-1500 EX (06-05) PA Department of Revenue OFFICIAL USE ONLY Bureau ollndivitlual Taxes County Code Yeer File Number INHERITANCE TAX RETURN PO BOX 2BOe01 ' Z 6 Hamabum PA n1z9-Deal RESIDENT DECEDENT I O o ~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Data of Birth 174-20-7924 01022009 09031926 Decedents Lest Name Suffot Decedent's First Name MI EWING SEYMOUR A (Ii Applicable) Enter Survlving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI EWING JOAN L Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 194-26-6500 REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW ® 1. Original Retum 0 2. Supplemental Retum (] 3. Remaintler RaWm (tlate of deaN n to 121 Q 4, Limited Estate 0 4a. Future Interest Compromise (tlete of p or •3-92) ® 5. Federal Estate Tax RetumRequiretl death attar 12-12-e2) ® 9. Decetlent Died Testate 0 7. Decetlsnt Melntained a Living Trust 0 9. Total Number of Safe Depose Boxes (Attach Copy of Will) (Attach Copy of Truaq Q 9. Litlgatlon Proceatla Received 0 70. Spousal Poverty Croda (tlete of deaN ~ 11. Eleetbn to tax untler Sec. 9113(A) between 12.31-91 and i-1-95) (Attedt Seh. O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE D Name IRECTED T0: Daytime Telephone Number ROBERT G.FREY 717-243-5838 Finn Name (If Applicable) c REGISTER OF USE ON ~ ' FREY & TILEY o ' « ~ ' ~' First line of address ~ ~ '=~ ~ n '-+ - stiv~ ~.7 l: ^ - o __7Ar _?~ ! .__<r.~ r.. , 5 SOUTH HANOVER STREET -~~ i r J i_ Secondlinaofaddreas ~~t,~ "D ,~ -~ ---~ - ,J~ a ,, JJ---I ca ' r i City ar Post Office State ZIP C d ~~ DATCFILED rV ~~~ `-'~ o e CARLISLE PA 17013 Correapondent'se-malleddress: RFREY@FREYTILEY.COM -. -. ___ _.. "-DATE _. E OF PERSON RESPANSI OR FILING RETURN ~y~eE55 4/STONEHEDGE WAY, CARL LE, PA 17015 SIGNATURE OF PREPARER OTHER THAN REPRESENTATNE DATE ADDRESS 5 SOUTH HANOVER STREET, CARLISLE, PA 17013 PLEASE USE ORIGINAL FORM ONLY r Side 1 L 15056041114 15056041114 J ~~ J 15056042115 REV-1500 EX Decedent's Social Security Number Deceeenrs Name: SEYMOUR A EWING 174-20-7924 RECAPITULATION 1. Real estate (Schedule A) .......................................... .. 1. NONE 2. Stacks and Bonds (Schedule B) .................................... .. 2. 197 8318.0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. NONE 4. Mortgages & Notes Receivable (Schedule D) .......................... .. 4. NONE 5. Caah, Benk Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. NONE 8. Jointly Owned Property (Schedule F) Separate Billing Requested ....... . 6. 7 0 0 8 0 7 . 0 0 7. Inter-Vivoa Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested ....... . 7 9 53 7 5 5. 0 0 8. Total Gross Asssb (total Lines 1-7) ................................. . 8. 3 632 8 8 0 . 0 0 9. Funeral E~enses & Administrative Costs (Schedule H) .................. .. 9. NONE 10. Debts of Decadent, Mortgage Liabilities, 8 Liens (Schedule I) .............. . 10. NONE 11. Total Deductions (total Lines 9 & 10) ................................ . 11. 0 . 0 0 12. NM Value of Eststs(LlneBminusLine71) ............................ .12. 3632880.00 13. Charitable and Governmental Bequeata/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... . 13. 0 . 0 0 14. Net Valus Subject to Tax (Line 12 minus Lina 13) 14 3 63 2 8 8 0 0 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.z)x.o ~ 3032880.00 15. 0.00 18. Amount of Line 14 taxable at linealratax.o 45 600000.00 78. 27000.00 17. Amount of Line 14 taxabb at aiblirg rate X • 12 18. Amount of Line 14 taxable 17. 0 . 0 0 at collateral rate X . 15 7 e. 0. 0 0 19. TAX DUE ........................................................19. 27000.00 20. FILL IN THE OVAL IF YOU ARE REOUESTINO A REFUND OF AN OVERPAYMENT Q Side 2 L, 15056042115 15056042115 J zn REV-1503 EX+(&98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN ' RESIDENT DECEDENT ~ ESTATE OF FILE NUMBER Seymour A Ewinc 21 09-0110 All property Jolndycwnsd with right of survlvorshlp must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1. Sprint stock OF DEATH 2. Susquehanna Bank stock 975 3. Anthracite stock 46,380 4. PNC stock 12,450 5. M&T stock 372,005 6. Mylan Labs stock 808,451 7. Alcatel Lucent Stock 418,020 8. ATBT stock 41 9. CTS stock 28,096 10. Embarq stock 15,550 11. M8T stock 932 477,418 (If more space is needed, insert additional sheets of the same size) 217 REV-0509 EW (&9B) SCHEDULEF COMMDNWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ~ iTATE OF FILE Seymour A EWlno 21 09-0110 If an asset was made Joint within one year of the deeedenYs date o} death, It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME I ADDRESS RELATIONSHIP 70 DECEDENT A. Joan L. Ewing Stonehedge Way srlisle, PA 17015 B. Willaim Ewing C. Biddle Drive le, PA 17013 JOIN I L Y-0WNED PROPE RTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH REM FOR JOINT MADE INCLUDE NAME OF FINANCML INSTIMIpJ AND BANXACCOUM NUMBER OR BIMIUVi ID N DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT E TIFYING NUMBER. ATTACH DEED FOR.N11N1LV-HEIR REAL ESTATE. 1. A. VALUE OF ASSET INTEREST DECEDENTS INTEREST 2. B 9/1/57 M&T Bank Acct 287200110 (Ashland Cemetery) 11,302 50.00% 0 5 651 3. B 72/31/D3 630 South Hanover Street, Carlisle. Real estate subject to 500,000 50.00% , 250 000 option to purchase dated December 31 2003 , 4. B 12/31/03 , Note owed to decedent for sale of Ewing Bros. Funeral Home 250,000 50.00% 0 125 000 5. B Ashland Cemetery, $80,000 assessment x 1.26 common level 75,600 50.00% , 37 800 5. A Adams County National Bank stock 93,350 50.00% , 46 875 7. A PNC Stock, 1718 shares ~ 39.47 67,731 50.00% , 33 866 5. A Allied Irish Bank stock, 2334 shares (c~ 4.84 11,297 50.00% , 5 848 s. A Constellation Energy stock, 600 shares ~ 25.92 15,552 50.00% , 7 778 to. A Digital Lightwave stock, 7000 shares ~ .02 140 50.00% , 7p i t. A EF Johnson stock, 25,500 shares Q 1.58 40,280 50.00% 20 145 12. A ENZO stock, 1792 shares Q 5.10 9,139 50.00% , 4 570 13. ta. A A First Chester County National stock, 2261 shares ~ 10.00 22 610 50.00% 50 00% , 0 15. A Franklin Financial stock, 6502 shares ~ 18.14 , 117,964 . 50.00%. 11,305 58 982 16. A Graphon Corp. stock, 52,300 shares ~ .05 2 615 5 00% , 17. A Hershey stock, 800 shares ~ 35.81 , 21,486 . 50.00% 131 10 743 18. A Alcatel Lucent stock, 110 shares ~ 2.25 248 50.00% , 124 79. A Oracle stock, 800 shares X18.41 14,728 50.00% 7 384 20. A Penn National stock, 3,400 shares ~ 22.95 78,030 50.00% , 39 015 21. A PPL stock, 31,300 50.00% , 15 650 22. A Sprint stock, 500 shares (~ 1.95 975 50.00% , 488 23. A Relm stock, 21,500 shares ~ .079 16,985 50.00% 8 493 24. A Rite Aid stock, 8000 shares (~ .34 2,720 50.00% , 1 360 25. A Adobe stock, 414 shares ~ 23.02 9,530 50.00% , 4 765 26. A Lockheed Martin stock, 117 shares (d~ 85.55 10,009 50.00% , 5 005 27. A Level 3 Communications stock, 500 shares ~ .072 360 50 00% , ~ . 180 0 50.00% p TOTAL (Also enter on line 6 Recaoitulatlon)I S 700 807 (If more space Is needed, Insert addltlonal sheets of the same size) REV-1513 EX+ (11-OB) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN ESTATE OF SevmourA EwinD SCHEDULE) BENEFICIARIES FILE 21-09-0110 NUMBER I NAME ANDADDRESS OF PERSON S) RECEMNG PROPERTY RELATIONSHIP TO DECEDEMf Do Not Llst Trustee(s) AMOUNT OR SHARE OF ESTATE . TAXABLE DISTRIBUTIONS [Include ouWpM spousal dlatdbutlona end Vanaten under - Sea 2118 (a) (1.2).j 1. Steven A. Ewing, 1425 Rockledge Drive, Carlisle, PA 17015 Son 300,000 2. Robert L. Ewing, 1012 Rockledge Drive, Carlisle, PA 17015 Son 300,000 3. Joan L. Ewing, 4 Stonehedge Way, Carlisle, PA 17015 Wife Residue, less bequests ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THRO UGH 18 OF REV-1500 COVER SH EET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS r TOTAL OF PART II-ENTER TOTAL NON-TA7(ABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. § ,.______.____. .. 0 ~vaw ~s rmeaea, maert aaalaonal enacts M the same arze. Stock symbol cusip # shares Price 1/2/09 Value on 1/2/09 Total sprint s 852061100 100 1.95 $ 195.00 sprint s 852061100 100 1.95 $ 195.00 sprint s 852061100 200 1.95 $ 390.00 sprint s 852061100 100 1.95 $ 195.00 TOTAL SPRINT $ 975 00 susq bank susq 869099101 500 15.46 $ 7,730.00 . susq bank susq 869099101 400 15.46 $ 6,184.00 susq bank susq 869099101 100 15.46 $ 1,546.00 susq bank susq 889099101 400 15.46 $ 6,184.00 susq bank susq 889099101 100 16.46 $ 1,546.00 susq bank susq 869099101 500 15.46 $ 7,730.00 susq bank susq 869099101 500 15.46 $ 7,730.00 susq bank susq 869099101 300 15.46 $ 4,638.00 susq bank susq 869099101 200 15.46 $ 3,092:00 TOTAL SUSQUEHANNA BANK $ 46 380 00 anthracite ahr 37023108 1000 2.49 $ 2,490.00 , . anthracite ahr 37023108 1000 2.49 $ 2,490.00 anthracte ahr 37023108 1000 2.49 $ 2,490.00 anthracite ahr 37023108 1000 2.49 $ 2,490.00 anthracite ahr 37023108 968 2.49 $ 2,410.32 anthracite ahr 37023108 32 2.49 $ 7g,gg TOTALANTHRACITE $ 12,450.00 pnc pnc 693475105 7656 48.59 $ 372,005.04 $ 372 005 04 m&t mtb 55261f104 10615 . 57.32 $ 608,451.80 $ , . 608 451 80 mylan myl 628530107 41519 10.02 $ 416,020.38 $ , . 416,020.38 at&t t 481 29.42 $ 14,151.02 at&t t 474 29.42 $ 13,945.08 TOTAL AT&T $ 28 096 10 dyn corp 300 $ _ , . dyn corp 200 $ _ cts cts 126501105 440 5.89 $ 2,591.60 cts cts 126501105 880 5.89 $ 5,183.20 ~ cts 126501105 1320 5.89 $ 7,77q,g0 total cts $ 15 549 60 embarq vgrd wn II eq vwnax 2.91E+109 = (~ A 25 260 37.31 $ 932.75 $ , . 932.75 79.2 34.98 $ 912,249.47. $ 912 249 47 milt mtb 55261 f104 8329 57.32 $ 477.418.28 $ , . 477 418 28 TOTAL $ 2. 890,528.42 $ 2, 890,528 42 Joint Stocks Stock symbol cusip #shares Price 1/2/09 Value 1/2/09 Total adams cty ancb 868109 7480 12.48 $ 93,350.40 TOTAL ADAMS COUNTY NATIONAL BANK ~ $ 93 350 40 adobe adbe 00724f101 500 23.02 $ 11,510.00 $ , . 11,510.00 allied Irish aib 19228402 2334 4.84 $ 11,296.56 TOTALALLIED IRISH BANK $ 11 296 56 constell en ceg 595165100 600 25.92 $ 15,552.00 , . TOTAL CONSTELLATION ENERGY $ 15 552 00 digRal digl 253855100 7000 0.02 $ 140.00 , . TOTAL DIGITAL $ 140 00 transcrpt trii 8936a101 500 $ _ . transcrpt trii 500 $ _ efji efji 26843b101 25500 1.58 $ 40,290.00 $ TOTAL EFJI $ 40,290.00 enzo enz 294100102 1792 5.1 $ 9,139.20 TOTALENJO first natnl 31947w100 2261 franklin f fraf 353525108 6503 TOTAL FRANKLIN FINAN CIAL gojo gojo 388707101 52300 TOTAL GOJO hershey hsy 427866108 600 TOTAL HERSHEY lockheed 539830109 117 icnttech 549463107 110 TOTAL LUCENT level3 527291n100 500 oracle 68389x105 800 Penn Nation 70756109 3400 TOTAL PENN NATIONAL PPI 709051106 500 PPI 709051106 500 TOTOALPPL pnc 693475105 1716 sprint 852061100 500 relm nvc 759525108 21500 TOTAL RELM riteaid rad 767754104 8000 TOTAL RITE AID $ 9,139.20 10 $ 22,610.00 $ 22,610.00 18.14 $ 117,964.42 $ 117,964.42 0.05 $ 2,615.00 $ 2,615.00 35.81 $ 21,486.00 $ 21,486.00 85.55 $ 10,009.35 $ 10,009.35 2.25 $ 247.50 $ 247.50 0.72 $ 360.00 $ 360.00 18.41 $ 14,728.00 $ 14,728.00 22.95 $ 78,030.00 $ 78,030.00 31.3 $ 15,650.00 31.3 $ 15,650.00 $ 31,3D0.00 39.47 $ 67,730.52 $ 67,730.52 1.95 $ 975.00 $ 975.00 0.79 $ 16,985.00 $ 16,985.00 0.34 $ 2,720,00 $ 2 720.00 $ 569,038.95 $569,038.95 "u ~ LAST WILL AND TESTAMENT _-'. _.=; c ~~p SEYMOUR A. EWING _ ~ ~ ~SEYMOUR A. EWING, of 630 South Hanover Street in the Borough _ = df CL~; le, Cumberland County, Pennsylvania, being of sound and dis- ~si~~nd, memory and understanding, do hereby make, publish and dPClar is as and for my Last will and Testament hereby revoking and ~lci ng d any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executrix or Executors to pay all of my just debts and funeral expenses and all costs of administra- tion and all inheritance or death taxes occasioned by my death, including interest and penalties thereon, as soon after my death as may be found convenient to do so. 2. I give, devise and bequeath the sum of Six Hundred Thousand (5600,000.00) Dollars in equal shares to my two (2) sons, Robert L. Ewing and Steven A. Ewing, their heirs and assigns, provided each of them shall survive me by a period of ninety (90) days, but should either of them fail to so survive me then the share such deceased son of mine would have received shall pass to such of hi s issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the shareof my other son. 3. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my wife, Joan L. Ewing, her heirs and assigns, provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me then to my two sons, Robert L. Ewing and Steven A. Ewing, their heirs and assigns, in equal shares, pro- vided each of them shall survive me by a period of ninety (90) days, but should either of them fail to so survive me then the share such deceased son would have received shall pass to such of his issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the share of the other son. 4. I hereby nominate, constitute and appoint my said wife, Joan L. Etai ng, as Executrix of this my Last will and Testament, but should she pre-decease me or fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint my two (2) sons, Robert L. Ewing and Steven A. Ewing, or either of them, as co-Execu- tors, and I further direct that none of them shall be required to post any bond to secure. the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 5. In addition to the powers conferred by law, my said Executrix ,~( or Executors are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. \ b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganiza- tion o£ such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintehafice of the propprtionate interest of the investment insuch corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or Page 1 0£ 2 Pages other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as .to all such stocks, bonds and other securities, the powers of an individual owner who is under trust obligation. funds in which separate sharesushallrhavelundivided interestssolidated d. To sell at public or private sale for cash or. upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shallbe deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such moneys as may be deemed proper and for such period as may be found expedient. f. To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. em to g' And authorized in the discharge of fiduciary duties, to P Y counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expensesand charges as may be necessary .nd proper to incur for the proper discharge of fiduciary duties ar~.~ _or the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution o£ the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testment written on two (2) pages, this 20thday of Suly , 1988. *'~ f (SEAL) eymou Ewin Signed, sealed, published and declared by SEYMOUR A. EWING, the Testator above named, as and for his Last Will and Testament, in oux presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. •,fJCr ~. ~ar, ~,J