HomeMy WebLinkAbout09-23-111505610140
--J REV-1500 EX (01-10) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 1 1 0 7 8 4
PO BOX 280601 RESIDENT DECEDENT
Harrisbur , PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
1 9 ], 1 8 2 6 8 6 D 6 2 6 2 0 1 1 0 12 0 7 1 9 2 4 MI
Suffix Decedent's First Name
Decedent's Last Name M A R Y S
H E N N I G A N
(If Applicable) Enter Surviving Spouse's Information Below
Suffix Spouse's First Name
Spouse's Last Name
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
FILL IN APPROPRIATE OVALS BELOW rn
t
l R ~ 3. Remainder Return (date of death
a 1. Original Return O lementa
e
u
2. Supp prior to 12-13-82)
^
Future Interest Compromise (date of
4a ~ 5. Federal Estate Tax Return Required
4. Limited Estate .
death after 12-12-82)
Total Number of Safe Deposit Boxes
D
8
O 6. Decedent Died Testate 7. Decedent Maintained a Living Trust
(Attach Copy of Trust) .
3
(Attach Copy of Will)
ived
R
10. Spousal Poverty Credit (date of death
~ 11. Election to tax under Sec. 911
O)
ch Sch
Att
ece
9. Litigation Proceeds between 12-31-91 and 1-1-95) .
a
(
BE DIRECTED T0:
ALL CORRESPONDENCE AND CONFIDENTIAD ~ ml
T BE COMPLETED
u
o
CORRESPONDENT -THIS SECTION MUS . ber
e N m
e 7elepho
Name
J S
H E K L E T S K I I. S Q 7 1 7 7 7 4 7 4 3
G E R A L D .. .
_
REGISTER DfitNILLS USE ONtY _
1"1
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_ ~
, ~
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',
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First line of address ~~ `'
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4 1 4 B R I D G E S T '=a
Second line of address -~,
- - ;
..-,
P O B O X E a~ c ^, Q. •.
DATE FLED ,_,__ ~- ~ t
' _-
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State ZIP Code - _
City or Post Office `•'
N E W C U M B E R L A N D P A 17 0 7 0
' S h e k 1 e t 5 k 1 a~ S t O f1 e j] W• n e t
s a-mail address:
Correspondent
other thanuthe'persolnal aepresentative srbased on aldl ntformatiotn of wh chhpreparerfhas any know edge belief,
h
c
t
e
l
ation of preparer
Decla
e.
co ple
ect and
it is trueecorr DATE,
g T1~RE OF PERSON RES OySIBLE FOR FILING RETURN ~ /~ /~
ADDRESS
THERE
SIGNATI~
PLEASE USE ORIGINAL FORM ONLY
1505610140
Side 1
PA 17011
15D5610140
J
1505610240
REV-1500 EX Decedent's Social Security Number
1 9 1 1 8 2 6 8 6
Decedent's Name: MARY S • HENNIGAN
RECAPITULATION
1. Real Estate (Schedule A) ......................................... .. 1
2. Stocks and Bonds (Schedule B) .................................... .. 2•
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. •
4. Mortgages and Notes Receivable (Schedule D) ........................ .. 4.
7 1 9 4 0 8. 4?
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6.
3
5
1
?
5.
7 6
7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property 1 9 2 1 5 8 3
. (Schedule G) ^ Separate Billing Requested .... ... 7. .
8 7 7 3 8 0 0. 0 6
8. Total Gross Assets (total Lines 1 through 7) ........................
.
.. .
9. Funeral Expenses and Administrative Costs (Schedule H) ......... ......... 9•
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .... ......... 10.
11. Total Deductions (total Lines 9 and 10) ...................... ......... 11.
12. Net Value of Estate (Line 8 minus Line 11) ................... ..... ... 12.
13 Charitable and Governmental BequestslSec 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.
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 Q Q Q 15
(a)(1.2) X .0
16. Amount of Line 14 taxable 7 6 7 4 8 1 0 9 16.
at lineal rate X .045
17. Amount of Line 14 taxable Q ~ Q Q 17.
at sibling rate X .12
18. Amount of Line 14 taxable Q ~ Q Q 18
at collateral rate X .15 .
19.
19. TAX DUE ......................................................
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
1505610240
Side 2
6 3 1 8. 9 7
6 3 1 8. 9 7
? 6 7 4 8 1. 0 9
7 6 7 4 8 1. 0 9
0. 0 0
3 4 5 3 6. 6 5
0. 0 0
o. 0 0
3 4 5 3 6. 6 5
1505610240 J
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
MARY S• HENNIGAN __ __________
--- _ -
STREET ADDRESS
3620 LOGAN_ CT •_ #C __ ______- __
clrv
CAMP HILL
Tax Payments and Credits:
t. Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments ], , 7 2 6. 8 3
B. Discount
File Number
21 11 0784
_ ____
_ _ __-
---- ----
STATE I ZIP
IPA ',17011
(1) 34,536.65
Total Credits (A + B) (2) 1 , 7 2 6 • 8 3
3. Interest (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 0 • 0 0
Fill in oval on Page 2, Line 20 to request a refund.
(5) 32,809.82
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE B oOCKS
1. Did decedent make a transfer and:
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; ....~••••••••••••••••••••••••••
c. retain a reversionary interest; or ................................................................................................ ^ Q
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^ ^X
3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? ......... ^ ^
4. Did decedent own an individual retirement account, annuity or other non-probate property, which ^
..... X ^
contains a beneficiary designation? .............................................................................................
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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1' te9does not exetmpt a t ansfer t ea survav ng spouse from taxfand the stat toeysrequirements foridi~cposuee of assets and
[72 P.S. §9116 (a) (1.1) (il)]. The statu
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 21 years of age or younger at death to or for the use of a natural paren , an
adoptive parent or a stepparent of the child is 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 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 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, undE
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX + (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT FILE NUMBER
ESTATE OF 21 11 0 7 8 4
MARY S• HENNIGAN
Include the proceeds of litigation and the date the proceeds were received by the estate.
urvivorship must be disclosed on Schedule F.
f
ht
i
s
o
g
All property jointlyowned with r VALUE AT DATE
ITEM
NUMBER
DESCRIPTION
MONTGOMERY SCOTT
C
S
F OF DEATH
5 4 9, 3 4 2 • 6 2
1 DS FOR
OPY
OF
ATTACHED
CHECK
ACCOUN
FORTY (40) 1/2 OZ• GOLD AMERICAN EAGLE COINS $1,503.60 30,067.00
2. PRICE PER OZ• ON 06/24/11 + $ 1,503.10 PRICE PER OZ•
X 4D/2 =$30,067.OD
ON 06/27/11 DIVIDED BY 2= $1,503.35
D AMERICAN EAGLE COINS X $1,503.35 16,536.85
3. 110 1/10 OZ• GOL
PRICE PER OZ•(SEE ABOVE) DIVIDED BY 10
_$ 151.50 PER 1/10 OUNCE X 110 = $16,536.85
SILVER COINS $34.66 PRICE 34,200.00
4. 1000 1 OZ• SILVER CANADIAN
ON 06/24/11 +$33.75 PRICE PER OZ• ON 06/27/11
OZ
•
PER
DIVIDED BY 2 = $34.20 X 1,000 = $34,200.00 3,420•DO
5. 100 1 OUNCE SILVER ROUND COINS
$34.20 PER OZ (SEE ABOVE) X 100 COINS
_ $3,420.00
CE VALUE)
0o
($1
V
E
S
9 24,453.OD
6• 453.OO
OZ•
$2
X 715
OZV
PER
$3BO20
1 BOX 40i SILVER COINS ($1,D00•DO FACE 'JALUE)
10,089•DO
7. $ 34.2D PER OZ• X 295 OZ• _ $ 10,089.00
51,300•DO
8. 150 10 OZ• SILVER A- MARK BAR
X 10 OUNCE X 150 = $51,30D•00
$34.20 PER OZ•
NOTE DECEDENT DIED ON A SUNDAY (JUNE 26, 2011)
TnTAL ~ Also enter on line 5, Recapitulation) ~ $ 719 , 4 0 8 • 4 7
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (01-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY•OWNED PROPERTY
ESTATE OF: FILE NUMBER:
MARY S• HENNIGAN 21 11 0784
If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME(S)
A.THERESA FITZPATRICK
ADDRESS
1802 WILLOW ROAD
CAMP HILL, PA 1701],
RELATIONSHIP TO DECEDENT
DAUGHTER
B.MICHAEL J• HENNIGAN
c.
JOINTLY-OWNED PROPERTY:
400 BEACON HILL ROAD
NEW CUMBERLAND, PA 17070
SON
% OF DATE OF DEATH
LETTER DATE DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF
'
ITEM FOR JOINT MADE ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
IDENTIFYING NUMBER VALUE OF ASSET INTEREST S INTEREST
DECEDENT
NUMBER TENANT JOINT .
09 PNC BANK CHECKING ACCOUNT 105,537.83 33.33 35,175.76
1. A.B. 09-
# 5006443921
TOTAL (Also enter on Line 6, Recapitulation) I $ 3 5 ,17 5.7 6
If more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+ (08-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
_ n[r[n[AIT
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
ESTATE OF
MARY S• HENNIGAN
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION TVALUEE
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TD DECEDEM AND VALUE OF ASSET INTEREST (IF APPLICABLE) 1, 9 , 215 • 8
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. 19 , 215 • 8 3 10 0 •0 ~
~, LINCOLN FINANCIAL GROUP ANNUITY
POLICY #95-3008674• TRANSFEREES-
THERESA FITZPATRICK, MARY BRINLEY AND
MICHALE HENNIGAN•
RELATIONSHIP TO DECEDENT - CHILDREN
FILE NUMBER
2y 11 0784
19,215_•
TOTAL (Also enter on Line 7 Recapitulation) $
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (10-09)
SCHEDULE H
Pennsylvania
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
ETURN ADMINISTRATIVE COSTS
INNERITANCETAXR
RESIDENT DECEDENT FILE NUMBER
ESTATE OF 2 ], 11
MARY S• HENNIGAN
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION
NUMBER
A FUNERAL EXPENSES:
HETRICK-BITNER FUNERAL HOME, INC•
~,
3125 WALNUT ST•, HARRISBURG, PA 17109
g ADMINISTRATIVE COSTS:
~ , Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
State _ ZIP _-----
City
Year(s) Commission Paid:
AttomeyFees: STONE LAFAVER & SHEKLETSKI
2
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
3
Claimant
Street Address
State ZIP
City
Relationship of Claimant to Decedent
4. Probate Fees: LETTERS TESTAMENTARY
Accountant Fees:
5.
g, Tax Return Preparer Fees:
LEGAL ADVERTISING - CUMBERLAND LAW JOURNAL
~,
8• THE SENTINEL
FILING FEES - INVENTORY AND INHERITANCE
TAX RETURN
9.
10. ADDITIONAL PROBATE FEE
11. RESERVE FOR CLOSING EXPENSES
784
AMOUNT
3,148.93
2,000.00
525.50
75.00
189.54
30.00
100.00
250.00
TOTAL (Also enter on Line 9, Recapitulation) I $ 6 , 318 • 9.7
If more space is needed, use additional sheets of paper of the same size.
REV-1513 EX+ (Ot-10~
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
MARY S• HENNIGAN
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2}.]
1. THERESA FITZPATRICK
1802 WILLOW ROAD
CAMP HILL, PA 17011
2• MARY BRINLEY
730 WINDOVER ROAD
FLORENCE, AL 35630
3• MICHAEL HENNIGAN
400 BEACON HILL ROAD
NEW CUMBERLAND, PA 17070
FILE NUMBER:
21 11
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Lineal
Lineal
Lineal
0784
AMOUNT OR SHARE
OF ESTATE
1/2 SCHED.F,ITEM 1
1/3 SCHED.G,ITEM 1
1/3 OF RESIDUE
1/3 SCHEn.~,ITEM 1
1/3 OF RESIDUE
1/2 SCHED.F,ITEM 1
1/3 SCHED.G,ITEM 1
1/3 OF RESIDUE
I ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1
TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I S
If more space is needed, use additional sheets of paper of the same size.
S~roxr„ L.~F:~vLit ~ 51I>;KLL'ftiKl
ATTORNEYS Al' LAW
aia BRIDGE STREET
__ _, \L•'H' CI1?11)IiliL.-ND PA 17070
. .
~i
LAST WILL AND TESTAMENT
OF
MARY S. HENNIGAN
I, MARY S. HENNIGAN, of Hampden Township, Cumberland Colant.y,
Pennsylvania, declare this to be my last will and revor:e any ti•rill
~!
previously made by me.
ITEM I: I direct that my Cam-Executors herr~in~~t`F~r narr;e~; st7-~1'_
pay all my just debts and funeral expenses as soon as conver~iientl~,~ ,ray
'i be done after my decease from the residue of my estate.
ITEM II: I bequeath such of my tangible personal t~rc~pert°r which
is set forth in a separate memorandum which I shall pi~~c~~ ::~ith this
will to the persons therein designated.
ITEM III: I bequeath all the rest, residue and remainder o rr~
automobiles, household and personal effects and other t~ingible
personalty of like nature (not including cash or securities) tnge?.her
with any existing insurance thereon to my children, Tr.ER.ESA
I
FITZPATRICK, MARY BRINLEY, and MICHAEL HENNIGAN, as are t`,en ii.vir:a,
~_~; r:e divided among them by my Co-Executors ~~~it't< <i~~~.:~; r: ~-:~_:~ ~.,_ +.:~_-_~
personal preferences in as nearly equal shares as pr~~<~tic,li.
ITEM I`J: I devise and bequeath all the rest, resiciu~~ and
remainder of my estate, of every nature and wherever :situate, in ~~7~..:ai
shares to my children, THERESA FITZPATRIC~C, MARY BRINL~;`r', an~~a P~'I~HF,EL
HENNIGAN, or to their issue, per stirpes.
Page 1 of 4
ITEM VI: I appoint my Co-Executors and their successors guardian
of any property which passes, either under this will or otherwise, to
a minor and with respect to which I am authorized to appoint a
guardian and have not otherwise specifically done so, provided that
this appointment of a guardian shall not supersede the right of any
fiduciary in its discretion to distribute a share where possible to
the minor or to another for the minor's benefit. Such guardian shall
have the power to use principal as well as income from time to time
for the minor's support and education (including college education,
both graduate and undergraduate) without regard to his or her parent's
ability to provide for such support and education, or to make payment
for these purposes, without further responsibility, to the minor or to
the minor's parent or to any person taking care of the minor.
ITEM VI: I appoint my children, THERESA FITZPATRICK, MARY
BRINLEY, and MICHAEL HENNIGAN, Co-Executors of this my last will.
ITEM VII: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his or her
duties in any jurisdiction.
IN WITNESS WHEREOF, I, MARY S. HENNIGAN, have hereunto set my
hand and seal this ~l~-~ day of ~ 2007 .
MARY ENNIGAN
Page 2 of 4
SIGNED, SEALED, PUBLISHED and DECLARED by MARY S. HENNIGAN, the
Testatrix above named, as and for her Last Will and Testament, and in
the presence of us, who at her request, in her presence and in the
presence of each other, h ubscribed our names as witnesses.
4.14 Bridge St., New Cumberland, PA
Witness Address
414 Bridge St., New Cumberland PA
Witnes Address
COMMONWEALTH OF PENNSYLVANIA:
. SS:
COUNTY OF CUMBERLAND .
I, MARY S. HENNIGAN, the 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 this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
MARY S,~ E IGAN
Sworn to or affirmed to and acknowledged before me by MARY S.
HENNIGAN, the Testatrix, this ~ day of 2007.
COMN-ONWEALTH Of PEN~nV~fA
NOTARIAL S~`L Public Notary Public
CAROL L. TROXELL, Notary
NewDComm ssaon Exp~eg Dece27~, 2009 page 3 o f 4
Nb
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND .
SS:
/,"~~ .~-
We, " `r `~~~ ~ y0`~~G2~C1Si"~~and `
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testatrix sign and execute the instrument as
her last will; that Testatrix 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; that to the best of our knowledge, the Testatrix
was at that time eighteen or more years of age, of sound mind and
under no constraint or undue influence.
Witness
Witnes
~~//Sworn to oar-~/a~ff/i~/rm/ed t/o and acknowledged belfore m~e~,b~
1~--~~ ,~.C..)/L~ICII l`~ and ~~>~t~P~1 i~1,~~
witnesses, this~~ day of.~~i 2007.
COMMONWEALTH Of PENNSYLVANIA Notary Public
NOTARIAL SE:AI
CAROL 1. TROXELL, Notary Public
New Cumberland Boro. Cumberland Co.
MY Commission Expires Dec. 2T, 2009
Page 4 of 4
Image Print
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Page 1 of 1
~ TO Sank N.A. 62.101
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~ Janney ~tontgomrry Scoll ~ ~,
Yao ~s~a six ~~onTM' !
` 1801 Market Street, phlladelphia, PA 19103.1675 ~
~ JMS 549,342 dots 62 cts No. C 0000283181
i
DATE Cfi130111 i'AY S "'S49,342.fi2
S
~ r~r M/1RY S HENNIGAN
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Ono[n 1802 WILLOW RD # C dA-rNEY t,ApPTGpM£RY S~TI LLC
3 a CAMP HILL PA 17011-7451
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9/7/2011
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Gold -Electronic (COMEX) Dec 2011 Add to Portfolio
CNS: GC1Z
OVERVIEW CHARTS HISTORICAL OUOTES
Market closed --Quotes are delayed by 10 min Sep 7, 2011 4:47 p.m. Previous Close Day low Day hig
~ ~_$7~.3~ $1,794.4Q $1,883.2
' ~ ~ O . ~ O -53.10 -2.84% T
Volume 296,705
9a 10a 11a 12p 1p
Enter Date: 06/24/2011 Set
Historical quote for: GC1Z
Friday. June 24, 2011
Closing price 1,503.10
Open: 1,503.10
High: 1,503.10
Low: 1,501.00
Volume: 7,657
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September 7, 2011 4:56 PM EDT 4 48p Hovnanian Enterprises posts i~3 loss $51 min
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CNS: GC1Z
OVERVIEW CHARTS HISTORICAL QUOTES
Market closed --Quotes are delayed by 10 min Sep 7, 2011 4:46 p.m. Previous close Day low Day hig
~O ~O -53.10-2.84% ~ '~~$7`3,'3d $1,794.40 $1,883.2
1 ' $ . Volume 296,703
9a 10a 11a 12p 1p
Enter Date: 06/27/2011 Set
Historical quote for: GC1Z
hQonday, June 27, 2011
Closing price 1.503.60
'Open: 1,501.40
High: 1,503.70
Low: 1,501.10
Volume: 56
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CNS: S11Z
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Market closed --Quotes are delayed by 10 min Sep 7, 2011 5:10 p.m. Previous Close Day low Day hig
~ ~~ .8 ~ $42.2
X41.65 -0.22 "0.53°,° _
Volume 39,937
9a 10a 11a 12p 1p
Enter Date: 06/24/2011 Set
Historical quote for: S11Z
Friday, June 24, 2011
Closing price:
' 34.66
Open: 34.66
High: 34.66
Low: 34.17
Volume: 3,508
42.50
40.00
37.50
35.00
32.50
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41.67 -0.20 -0.47",0
Volume 39,887
Enter Date: 06/27/2011 Sete
Historical quote for: S11 Z
A~londay June 27, 2011
Closing price: 33.75
Open: 33.79
High: 33.79
Low: 33.75
Volume: 13
~ ~ ~ ~ -
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40.00 '-
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' WS~I.c~tlfkets ~ Quotes
Tl~e Tulving Company i i~~i~i ii~~i ii~ii i~~ii ~~i~~ iiiii ~~ii i~~i
"You'll Love Our Quality, You Won't [3eat Our Prices"
I N V O I C E
Mary Hennigan
c/o Terri Fitzpatrick
1802 Willow Road
Camp Hill, PA 17011
Invoice # 117030 Client # 55737 Invoice Date 12-02-10 Page 1
Qty Description Unit Prc Total Amt
40 1/2oz. Gold Eagle Pre $25 741.32 29,652.80
Invoice Total 29,652.80
40
New Specials Every Day. See The Gold Bullion Page On Our Website at
www.tulving.com
The Tulving Company is NGC Authorized Dealer # 862
and PCGS Authorized Dealer # 1080, and CCE Dealer.
Gold, Silver and Platinum prices updated continually
throughout the day at www.tiilving.com
You can E-mail any questions to us 24 hours a day, 7 days a
week at hannes®tulving.com
Gold, Platinum and Palladium is shipped Express Mail through
the Post Office within 24 hours of receiving your bank wire.
>:
IMPORTANT NOTICE `~ f, ~__~
FACTORS YOU MUST CONSIDER IN PURCHASING COINS ~~ f~l~ -~
RISK: The purchase of coins or bullion items is highly speculative
id involves substantial risk. As in other markets, coin prices can be
:tremely volatile and will rise and fall depending upon market
~nditions. Therefore, before purchasing coins, you should first have
iequate cash reserves and other assets to absorb a potentially
.gnificant loss.
HOLDING PERIOD: Historically, few coins or bullion items have
~preciated dramatically in the short term. Therefore, purchasers should
cognize that it may well be necessary for them to hold coins for a
- 5 year period, or even a 5 - 10 year period, to have any chance of
P.O. Box 6200 Newport Beach, California 92658 • 949-722-0290 • 800-995-1708 • FAX 949-722-0296
The Tulving, C ompany
"You'll Love Our Quoliry, You Won't [3eot Our Prices"
EM5162056??US
111111 illll Illll 1111111111 IIIII IIII iill
Mary Hennigan
c/o Terri Fitzpatrick
1802 Willow Road !/
Camp Hill, PA 17011 ADDRESS ~~
CONTENTS S~
St-I~NiV'E~ s3Y 5~
Invoice # 117031 Client # 55737 Invoice Date 12-02-10 Page 1
Qty Description Unit Prc Total Amt
100 2010 1/l0oz Gold Eagle $5 156.66 15,666.00
100 Invoice Total ,666.00
New Specials Every Day. See The Gold Bullion Page On Our Website at
www.tulving.com
The Tulving Company is NGC Authorized Dealer # 862
and PCGS Authorized Dealer # 1080, and CCE Dealer.
Gold, Silver sad Platinum prices updated continually
throughout the day at www.tulving.com
You can E-mail any quaetionc to us 24 hours s day, 7 days a
week at hennas®tulving.com
Gold, Platinum and Palladium is shipped Express Mail through
the Post Office within 24 hours of receiving your beak wire.
IMPORTANT NOTICE ~ Q D
FACTORS YOU MUST CONSIDER IN PURCHASING COINS
RISK: The purchase of coins or bullion items is highly speculative
nd involves substantial risk. As in other markets, coin prices can be
xtremely volatile and will rise and fall depending upon market
onditions. Therefore, before purchasing coins, you should first have
dequate cash reserves and.other assets to absorb a potentially
ignificant loss.
HOLDING PERIOD: Historically, few coins or bullion items have
Ppreciated dramatically in the short term. Therefore, purchasers should
'cognize that it may well be necessary for them to hold coins for a
- 5 year period, or even a 5 - 10 year period, to have any chance of
~HiP 4'10Dti~ ~~M ~:5`.~
P.O. Box 6200 Newport Beach, California 92658.949-722-0290.800-995-1708 • FAX 949-722-0296
9365 Gerwig Lane
• _ Columbia MD 21046
COAST TO COAST COINS Toll Free: soo-63$-s869
Fax: 410-309-1626
infoC~coastcoin.com
A Division of Rarc Coin Services, Inc. WW W.COaStCOIn.COm
- Customer--
THERESA FITZPATRICK
1802 WILLOW RD
HENNIGAN MINISTRIES
CAMP HILL PA 17011
Tel: (717) 730-9130
Account
I~-- 1-331-12 ~
~' gales Order
I_ _-_
SO-8060963
L Item -------~
l
1 124939
2129392
~ 3
! 4 SH I
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ontact -
Terms
ALL PREPAID
PO k
Description
2010 AM-EAG-GLD-COIN GEM Tenth Oun
one ounce rounds bars OTHER-SILVER
.999 fine silver
SHIPPING/HANDLING
ANY SINGLE COIN REMOVED FROM ITS HOLDER
MAY NOT BE RETURNED.
ALL RETURNS MUST BE ACCOMPANIED BY THE INVOICE.
THANK YOU FOR YOUR ORDER!
Account Rep
- _ - LDK
---- Ship VIA --
U.S. eostal Service
T
Schedule Date
- 12/2/2010
Fago Printed
1 12/6/2010
12:ae:1sPM
QTY ~ B/O
i _- -- i
-- __ -
0 Amount
Prs.ce
~
691.00
10 51
5169
10 (
,
.
~
100 01 j 53,189.00
531.89
i
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~ $0.00
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s
(Tax Detai
. EXEMPT 50.000
I
i
i
(Payment Details
12/6/7010 APPLY SO APPLIED
Total Tax
~
SO.OOI
I
885.00.
$9
54,88`i.00 (Exempt
iTOtal ,
I ~
59,885.OOj
Payment Diec
!Paid ~ 50.00
$9,885. 4
i
Balance i 50.00,
-------- - ~~~
L-------- --- '
SALES INVOICE
- -- - - -
~ SI-10059069 ~ 12/6/2010
--- - - _ - - - ~-- - - --------J
iIIII~VIIIVIIIVIIIVIIIVIIIVIII IIIIIIIIIIIII
r Ship To . ~_ --- - -------- -I
(THERESA FITZPATRICK
11802 WILLOW RD
IHENNIGAN MINISTRIES I
jCAMP HILL PA 17011
Tel: (717) 730-9130
Due Date
I 12!6/2010
- -- _.
Reference
_.
--- ~ -
1
The Tulving Company i i~~i~i n~~i ii~u i~~ii ~~i~i u~~i i~u i~~i
"You'll Love Our Quality, You Won't [3eat Our Prices"
I N V O I C E
Mary Hennigan
c/o Terri Fitzpatrick
1802 Willow Road
Camp Hill, PA 17011
Invoice # 117018 Client # 55737 Invoice Date 12-02-10 Page 1
Description Unit Prc Total Amt
Qty
30.80 30,800.00
1000 2011 loz Canadian Silver Mapleleaf Sealed Box
-~ Invoice Total 30,800.00
1000
New Specials Every Day. See The Gold Bullion Page On Our Website at
yvww.tulving.com
The Tulving Company is NGC Authorized Dealer # 862
and PCGS Authorized Dealer # 1080, and CCE Dealer.
Gold, Silver and Platinum prices updated continually
throughout the day at www.tulving.com
You can E-mail any questions to us 24 hours a day, 7 days a
week at hannes@tulving.com
Gold, Platinum and Palladium is shipped Express Mail through
the Post Office within 24 hours of receiving your bank wire.
IMPORTANT NOTICE
FACTORS YOU MUST CONSIDER IN PURCHASING COINS
RISK: The purchase of coins or bullion items is highly speculative
end involves substantial risk. As in other markets, coin prices can be
extremely volatile and will rise and fall depending upon market
conditions. Therefore, before purchasing coins, you should first have
.dequate cash reserves and other assets to absorb a potentially
significant loss.
HOLDING PERIOD: Historically, few coins or bullion items have
ppreciated dramatically in the short term. Therefore, purchasers should
ecognize that it may well be necessary for them to hold coins for a
- 5 year period, or even a 5 - 10 year period, to have any chance of
P.O. Box 6200 Newport Beach, California 92658 • 949-722-0290. 800-995-1708 • FAX 949-722-0296
The Tulving Company i i~~i~i ii~~i ii~ii i~~u ~~i~i u~i~ i~u i~~i
You'll Love Our Quolity, You Won't dear Our Prices"
I N V O I C E
Mary Hennigan
c/o Terri Fitzpatrick
1802 Willow Road
damp Hill, PA 17011
Invoice # 117019
Client # 55737 I Invoice Date 12-02-10 I Page 1
Description
Unit Prc Total Amt
Qty
2 $500 Face 90% Silver Halves
2
10,332.00 20,664.00
Invoice Total 20,664.00
New Specials Every Day. See The Gold Bullion Page On Our Website at
www.tulving.com
The Tulving Company is NGC Authorized Dealer # 862
and PCGS Authorized Dealer # 1080, and CCE Dealer.
Gold, Silver and Platinum prices updated continually
throughout the .day at www.tulving.com
You can E-mail any questions to us 24 hours a day, 7 days a
week at hannesC~tulving.com
Gold, Platinum and Palladium is shipped Express Mail through
the Post Office within 24 hours of receiving your bank wire.
IMPORTANT NOTICE
FACTORS YOU MUST CONSIDER IN PURCHASING COINS
RISK: The purchase of coins or bullion items is highly speculative
-d involves substantial risk. As in other markets, coin prices can be
:tremely volatile and will rise and fall depending upon market
>nditions. Therefore, before purchasing coins, you should first have
iequate cash reserves and other assets to absorb a potentially
.gnif icant loss .
HOLDING PERIOD: Historically, few coins or bullion items have
~preciated dramatically in the short term. Therefore, purchasers should
.cognize that it may well be necessary for them to hold coins for a
- 5 year period, or even a 5 - 10 year period, to have any chance of
P.O. Box 6200 Newport Beach, California 92658 • 949-722-0290 • 800-995-1.708 • FAX 949-722-0296
The Tulving Company i i~~i~i u~~i u~u i~~u ~~u~ non ~~n i~~i
"You'll Love Our Quality, You Won't Qeot Our Prices"
I N V O I C E
Mary Hennigan
c/o Terri Fitzpatrick
1802 Willow Road
Camp Hill, PA 17011
Invoice # 117020
Qty
Client # 55737
Description
Invoice Date 12-02-10 I Page 1
Unit Prc Total Amt
2I$500 Face Value 40% Silver
2
4,220.00 8,440.00
Invoice Total ~ 8,440.00
New Specials Every Day. See The Gold Bullion Page On Our Website at
www.tulving.com
The Tulving Company is NGC Authorized Dealer # 862
and PCGS Authorized Dealer # 1080, and CCE Dealer.
Gold, Silver and Platinum prices updated continually
throughout the day at www.tulving.com
You can E-mail any questions to us 24 hours a day, 7 days a
week at hannesC~tulving.com
Gold, Platinum and Palladium is shipped Express Mail through
the Post Office within 24 hours of receiving your bank wire.
IMPORTANT NOTICE
FACTORS YOU MUST CONSIDER IN PURCHASING COINS
RISK: The purchase of coins or bullion items is highly speculative
nd involves substantial risk. As in other markets, coin prices can be
xtremely volatile and will rise and fall depending upon market
onditions. Therefore, before purchasing coins, you should first have
dequate cash reserves and other assets to absorb a potentially
ignificant loss.
HOLDING PERIOD: Historically, few coins or bullion items have
ppreciated dramatically in the short term. Therefore, purchasers should
ecognize that it may well be necessary for them to hold coins for a
- 5 year period, or even a 5 - 10 year period, to have any chance of
P.O. Box 6200 Newport Beach, California 92658 • 949-722-0290 • 800-995-1.708 • FAX 949-722-0296
The Tulving Company
You'll Love Our Quoliry, You Won'r dear Our Prices" ~ ~~~~~~ ~~~~) ~~~~~ ~~~~~ ~~~~) ~~~~) ~~~~ ~~~~
I N V O I C E
Mary Hennigan
c/o Terri Fitzpatrick
1802 Willow Road
Camp Hill, PA 17011
Invoice # 118544 Client # 55737 Invoice Date 12-31-10 Page 1
Qty Description Unit Prc Total Amt
150 10 oz. Silver A-Mark Bar 315.50 47,325.00
150 Invoice Total 47,325.00
New Specials Every Day. See The Gold Bullion Page On Our Website at
www.tulving.com
The Tulving Company is NGC Authorized Dealer # 862
and PCGS Authorized Dealer # 1080, and CCE Dealer.
Gold, Silver and Platinum prices updated continually
throughout the day at www.tulving.com
You can E-mail any questions to us 24 hours a day, 7 days a
week at hannes~tulving.com
Gold, Platinum and Palladium ie shipped Express Mail through
the Post Office within 24 hours of receiving your bank wire.
IMPORTANT NOTICE
FACTORS YOU MUST CONSIDER IN PURCHASING COINS
RISK: The purchase of coins or bullion items is highly speculative
zd involves substantial risk. As in other markets, coin prices can be
Ktremely volatile and will rise and fall depending upon market
~nditions. Therefore, before purchasing coins, you should first have
3equate cash reserves and other assets to absorb a potentially
ignificant loss.
HOLDING PERIOD: Historically, few coins.or bullion items have
~preciated dramatically in the short term. Therefore, purchasers should
'cognize that it may well be necessary for them to hold coins for a
- 5 year period, or even a 5 - 10 year period, to have any chance of
P.O. Box 6200 Newport Beach, California 92658 •949-722-0290 • 800-995-1708 • FAX 949-722-0296
~u1.1~• 1Ull lU.3UAM NNC SANK
~~~
i ~~h~T}}EYVAY
July 28, 2011
Gera]d J Shekletski
Stone I,afaver & Shekletski
414 Bridge St
POBoxE
New Cumberland, PA 17070
RE: Mary S Hennigan
SSN:191-18-2686
DOD: 06-26-2011
Dear Mr. Shekletski:
hc, C6'; P. 1
In response to your request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Checking Account Established: 09-28-2009
Account # 5006443921 MARY S HENNIGAN
'T'HERESA M FITZpATRICK
MICHAEL J HENNIGAN
17017 balance: $105,537.40 + 0.43 accrued interest
Ynterest paid 01-01-2011 thru 06-26-2011 $ 11.71 YTD
Please note that this office provides date of death balances for deposit accounts (rRAs, CDs, Checking and
Savings). We do not process a,~y financial transactions or pro~vij a statepmen o ~~~ P~1C ~ sank brooch ~
any of these items, please call 1-888-PNC BANK (1-888-762-2265 or sto by y
office.
Sincerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
This message is intended for the use of the ire nal nand exempt fromldisclosura edunder applicable law.
contain information that is privileged, confi
If the reader of this message is not the intended recipient or the employee or agent responsible for
delivering this message to the intended recipient, you are hereby notified that airy dissemination,
distribution or copying of this communications is strictly prohibited. If you have received this
communication in error, please notify me immediately by reply or by telephone at 800-76Z-177 and
immediately destroy this faxed document.
Page 1 of 1
Jennifer A. Mearkle
From: Chronister, Martin [MChronister@janney.com]
Sent: Thursday, July 21, 2011 11:05 AM
To: Jennifer A. MearkleS Henni an
Subject: RE: Estate of Mary 9
Hi,
The American Legacy III annuity issued by Lincoln Financial Group policy # 95-3008674
Death payment as of 7/12/11 $ 19,215.83
Martin _
From: Jennifer A. Mearkle fmailto~imearkle@stonelaw.netl
Sent: Thursday, July 21, 2011 10:53 AM
To: Chronister, Martin
Cc: Gerald Shekletski
Subject: RE: Estate of Mary 5. Hennigan
Martin,
Per our telephone conversation this morning, we represent the Estate of Mary S. Hennlgan.
stated that all assets were sold prior to death, so as of her dateu fo r our attenton and ass stancenn this matter.
You
Please send me the information you have on the annuity. Than yo
Jennifer A. Mearkle, Legal Assistant to
STONE LaFAVER & SHEKLETSKI
414 Bridge Street
Post Office Box E
New Cumberland, PA 17070
Phone: 717-774-7435 x103
Fax: 717-774-3869
jmearkleCa~stonelaw. net
The information contained in this a-mail message commu ed only for the personal and confidential use of the recipient(s) name
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