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Home My WebLink About01-31-12COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: REV-1162 EXI11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 015533 DEMUTH NANCY M 34 CEDAR CIRCLE NEWVILLE, PA 17241 fold ESTATE INFORMATION: SSN: 360-14-8670 FILE NUMBER: 21 12-0138 DECEDENT NAME: MARWICK JOSEPHINE DATE OF PAYMENT: 01 /31 /201 2 POSTMARK DATE: 01 / 16/2012 couNTY: CUMBERLAND DATE OF DEATH: 09/07/201 1 REMARKS: CHECK# 789 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 5531.81 TOTAL AMOUNT PAID: 5531.81 GLENDA EARNER STRASBAUGH INITIALS: HEA RECEIVED BY: REGISTER OF WILLS REGISTER OF WILLS William R. Kau//IIfman ~~orne~ at oCaw 940 Century Drive Mechanicsburg, PA 17055 717-766-7702 Fax: 717-790-9031 Email: wrkaufman.wrklaw@comcast.net January 16, 2012 Glenda Farner Strasbaugh, Register of Wills C b ~ P'J ~, um erland County Register of Wills ~~ ~ 1 Courthouse Square, Room 102 ~~~ ~ c Carlisle, PA 17013-3323 ~~~ w ~:~,. ,- Re: Estate of Josephine Marwick ~~~ ~~= D.O.D. 9/7/11 b ~ '" `~ ~ SSN:360-14-8670 '~ 0 ~ Dear Ms. Farner Strasbaugh: Enclosed please find two copies of the Pennsylvania inheritance tax return for the above-captioned estate. Also enclosed please find two checks in totaling $546.81 which cover the following amounts: PA inheritance tax due $531.81 Filing fee 15.00 $546.81 If you have any questions or require any further information, please do not hesitate to contact me. QinrPrAl., WRK/pab Enclosures ~ ~ ~ REV-1 500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0801 1505607122 OFFICIAL USE ONLY Clwnty Code Year File Number INHERITANCE TAX RETURN ;~I ~-- RESIDENT DECEDENT ~, ! ' ~ ~ ~ ~ ~~ prior to 12-13-82) 0 4. Limited Estate o 4a. Future Interest Compromise (date o 5. Federal Estate Tax Retum Required of death after 12-12-82) • 6. Decedent Died Testate o 7. Decedent Maintained a Living Trust p 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Received o 10. Spousal Poverty Credit (date of death o 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) ENTER DECEDENT INFORMATION BELOW ocial Securi Number _ _ Date of Death _ Date of Birth ~ ~ I _ ~_. { I - - ~ -- .--~ I I r-T 3 6 Oi 7,'4 ~Bj6+7.0 ;0~9 0 7~2'D 1 1 104 30 1191!9 Decedent's Last Name _ _ Suffix Decedent's First Name MI -r---- __ !~~ r I- -I i I I H' MIA R W I C~Kj ~ ~~__i ~~ I IJ 0 SIE P~H I~NTE' ~~ -1 (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name_ _ _ _ MI .r ._ -_.r _.__ I ~ I I I I__._1_._. _. I .. I I I ~ ~ ~ VIA i ~ I -I f1-1 ! ~"_ _I Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE l I I ~i ~~ ___~_j REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW • 1.Original Return o 2. Supplemental Retum o 3. Remainder Return (date of death ~t7KKE5PONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number WTI L LIA~M_Rj _;K_A~U F M A,N ESQ _~___ I'T 117 !7i6 6 i77 Cirm Alo.~.e /li A....l i....l.l~\ First line of 9~4~0) CiE;-N~TiUR;Y~ _D R I'V Second line of address -I--~- ~ ~-i i _ ~ _ i I iS;U I T,IEi !_B _~ ~ ! ~I -- _.._-._L~_' City or Post Office _ ~ ~ I i~ S B' -~. -~ - !- M E C H;A;Nj ~ ~ -- UR'G ~J State P A L_~ -r_-~ = ii ~_" -' -_ I ~ ~_• _~ ZIP Code REGISTE~F WILLS USES LY ~~ a w.~ '.~ V / ~ .4..J r:~~ C7 ~ ~ _-t-a -,.~. -:~ FILED -n w ., t .V _ _~;__ ~~ t~'7 c C~ i r~``+-~i ky 1 7 0_i~~~_3~6_, Correspondent's a-mail address: w_ rkaufman.wrklaw@comcast. net Under penalties of pery'ury, 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. ADDRESS ~ ~ - ' 129 MONTSERA AD, CARLI~ SIGNATURE OF PREPARER OTHER THAN R ADDRESS 940 CENTURY DRIVE, SUITE B, PA 17015 EXECUTOR ~~ l(DE, ESQ MECHANICSBURG, PA 17 ~5-4376 PLEASE USE ORIGINAL FORM ONLY Side 1 1505607122 1505607122 I ~ ! 1505607222 REV-1500 EX Decedent's Social Security Number oecedent'sName: JOSEPHINE MARWICK i 3 6~ 0~ 1 4~ 8 6 7 0 RECAPITULATION -- j-~----i I ! -~-- 1. Real estate (Schedule A) 1.I I I ^ ~ ~ ! Q i Q Q i I .~ w_i~ ~ ~-_;-_ , ; -~--- --~ .~--fi-, 2. Stocks and Bonds (Schedule B) 2,1 ! = a ~ I Q ~, Q ~ Q ; 3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C) 3.i ~- ~ I Q ,i Q ! Q i i ~ _a: ~. _ 4. Mortgages & Notes Receivable (Schedule D) 4.~ ; I~ i ~ 0 ,~ 0 I 0 ~ 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 5.i~i~ ~ I ~ 19 i 3 12 9 ~.~ 2 j 3 '•, _ ! -I¢_ 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 6.~ I j 1 ! 5 ~ B ! 7L 4 .{! 3 , 5 ~_, -.y 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property ! ~"- ~`j (Schedule G) o Separate Billing Requested 7~ ~ I ~~~ 0 ~' 8. Total Gross Assets (total Lines 1-7) 8.j ~ 2 ~ 5 ~ 1 5 3 ~.~ 5 8 9. Funeral Expenses & Administrative Costs (Schedule H) 9.I i ' ~ ~ ]~ ~ Q 7 ~ 3 2 ,' 2 ~ 6 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10.E ~ ', 2 ~ 6 i 0 3 .~ 3 ~ 5 11. Total Deductions (total Lines 9 & 10) 11 I~~ ;~~; ~~~ ' ~ 1 3,33 5.j61, 12. Net Value of Estate (Line 8 minus Line 11) 12.h ~' ~-; 1 1 8 ~1 7 9 7 ~ 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which i ~~ an election to tax has not been made (Schedule J) 13. I ~ ~ I Q ,~ Q ~ Q 14. Net Value Subject to Tax (Line 12 minus Line 13) 14.x_ ~ I 1 1 ' 8 ~ 1 7 .' 9 7 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. 16. Amount of Line 14 taxable at lineal rate X 0.045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 i ~ ~ r--- ~-~---~ ~- ~~ f:.. I _. a~.~ rT'.o- , ! ~ i I ~~ .. I ~ , ~ .j 1~~..a.~ ; -~-, ~ i ~ I ~ -----I --- - - i -- --~~ 15.1 ~Q ,IQQ i r- , -- r-- ~s. ~ -' -.~~---- ~ ; 513 1 8 ;1 ~ I ~ `__~_-! i - It 17.j l I ~ ~ 0 0'0-I ,e _. 18.~ ~ I j ! ' i Q Q~Q~ -+---- ~__I _ ! 19. TAX DUE ~s. ~_- ~- -- I !_.____ 5 ! 3 1 8 ~ 1 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505607222 1505607222 U J J REV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDENTS NAME JOSEPHINE MARWICK DECEDENTS SOCIAL SECURITY NUMBER 360-14-8670 STREET ADDRESS 210 BIG SPRING ROAD CITY NEWPORT STP~TE PA ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) $531.81 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) $ 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) $ 0.00 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. (4) $ 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) $ 531.81 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) $ 531.81 Make Check Payable to: REGISTER OF W/LLS, 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; ^ Q c. retain a reversionary interest; or ^ 0 d. receive the promise for life of either payments, benefits or care? ^ 0 2• If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ^ 0 3• Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ^ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate: property which 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 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 4he use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 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-1508 E ~+ (&98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT MARWICK SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Indude the proceeds of litigation and the date the proceeds were recei~d by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC BANK/SECURCHOICE -PRE-NEED TRUST -SEE ATTACHED STATEMENT $9,210.00 2. PRESBYTERIAN HOMES -REFUND OF OVERPAYMENT 119.23 TOTAL (Also enter on line (If more space is needed, insert additional sheets of the same size) ]~ [ S e c u Choice TM 7441 Allentown Blvd. • Harrisburg, PA 17112 August 31, 2011 Ms. Josephine Marwick c/o Nancy DeMuth 205 Grandview Ave., Suite 204 Camp Hill PA 17011 Re: SecurChoice - PY•e-Need and Individual Trust. Agreement Dear Ms. Marwick: PNC Bank, N.A. has received and accepted the Pre-Need and Individual Trust Agreement for Josephine Marwick, Account 711447. This Irrevocable Trust, funded with $9,210.00, is a participant in the Master Pre-Need Trust of Hoffman-Roth Funeral Home& Crematory Inc. If you have any questions, please consult with your funeral director. Very truly yours, Ruth A. Carrera SecurChoice Trust Admin. Asst. Enclosure cc: Mr. William Hoffman Hoffman-Roth Funeral Home& Crematory Inc 219 North Hanover Street Carlisle PA 17013 PRE-P1EED TRUST OFFICE: 1-800-692-6068. (717) 545-7215. FAX (717) 545-7360 Website: www.pfda.org ~~~~ ~, ~ c ~~'~.~~~ 1 ~p~ ~y REV-1509 E Y+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ATE OF JOSEPHINE MARV1~ SCHEDULE F .JOINTLY-OWNED PROPERTY 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. NANCY MARWICK DeMUTH 129 MONTSERA ROAD, CARLISLE, PA 17015 DAUGHTER B C. JOINTLY-OWNED PROPERTY: ITEM LETTER FOR JOINT DATE MADE DESCRIPTION OF PROPERTY NUMBER TENANT JOINT INCLUDE NAME OF FINANCIAL INSTRUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. 1. A. 4/2010 MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY INVESTMENT ACCOUNT, #646-375675 -SEE ATTACHED PORTFOLIO POSITION ANALYSIS 2. A. 8/2002 PNC BANK CHECKING ACCOUNT, #51-1202-3736 -SEE ATTACHED 9/15!11 STATEMENT, CLEARED CHECK COPIES, AND RECONCILIATION. NOTE THAT ALL CHECKS CLEARING DURING 9/15 STATEMENT PERIOD WERE WRITTEN PRIOR TO 9/7 DATE OF DEATH. ALSO NOTE THAT OUTSTANDING CHECK #774 IS PAYMENT OF THE HOSPICE LIABILITY SHOWN AS AN OUTSTANDING LIABILITY ON SCHEDULE I OF THIS RETURN. (If more space is °~ OF DATE OF DEATH DA'iE OF DEATH DECD'S VALUE OF /ALUE OF ASSET INTEREST DECEDENT'S INTEREST $26,626.59 50% $13,413.30 4,822.111 50% ~ 2,411.05 TOTAL (Also enter o~n line 6, ats of the same size) $15,824.35 1 MIGHTY OAK STRONG AMERICA INVESTMENT CO. 940 CENTURY DRIVE MECHANICSBURG, PA 17055 (717) 790-9001 Portfolio Position Analysis As of 09/07/2011 JOSEPHINE MARWICK JTWROS Acct #: 646-375675 Nancy Marwick Demuth 129 Montsera Rd Carlisle, PA 17015-9351 Actual Annual Weieht Descriution S b l Current Net Net vm o Ouantitv Value CIRRI (IRR) US LG VALUE FUNDS Mutual Funds DOMESTIC EQUITY 50. l% T Rowe Price Cap Appreciation PRWCX 677.331 13,445.02 3.10 2.19 US SM NEUTRAL FUNDS Mutual Funds DOMESTIC EQUITY 36.4% Prudential Target Small Cap Value Cl Z TASVX 500.105 9,762.05 4.13 2.91 INT'L SM NEUTRAL FUNDS Mutual Funds INTERNATIONAL EQUITY 6. I% Dimensional Advisor Continental Small Co DFCSX 110.498 1 637 58 5 , . - .46 -3.91 CASH -MONEY MKT -SWEEP Cash and Money Funds CASH -MONEY MARKET 7.4% Fidelity Cash FCASH 1,981.94 100.0'/0 .< _ . _.. --.__ . ___ 26,826;59 _5.19 #.66 Total Banking Statement PNC Bank -- For fire period 08/13/2011 ko 00/1S/2011 000898 JOSEPHINE H MARWICK NANCY M DEMUTH 129 MONTSERA RD CARLISLE PA 17015-9351 PNCBpal~1K Primary aocountnumber: 51-1202-3736 Page 1 of 4 Number of enclosures: 0 For 24hour banking, and transaction or interest rate information, sign on to PIVC Bank Online Banking at pnc.com. a Forcustomerservioecall1-888-PNC-BANK Monday - Friday: 7 AM -10 PM ET S+aturday & Sunday: 8 AM - 5 PM ET Para serviao en espaPlol, 1-866-HOLA-PNC illlotd~? Please contact us at 1-888-PNC-BANK ® Write to: Customer Service PO Box 609 Pittsburgh PA 15230-9738 Visit us at pnc.com ® TI3Dterminal:l-800-531-1648 FcK hearing impaired client only Relationship Orerriew Bank Deposit Accounts Description Account Number Deposit Balance Free G6ecking 51-1202-9786 4,822.11 ''' -•al Deposits 4,822.11 Free Chedding Account Summairy Josephine H Marvvick Aocountnumber: 51-1202-3736 Nancy M Demuth Overdraft Protection has not been established for this account. Please contact us if you would lilac to set up this service. Your account is currently Opted-0ut of Overdraft Coverage. To team more, visit us online at pnc.com/overdraftsolutions Balance Sumnitary Beginning Deposits and Checks and other Ending balance other additions deductions balance 11,079.81 11,870.01 18,127.71 4,822.11 Average monthly Charges balance and fees 11,079.48 .00 Transaction Summary Checks paid/ Cheek Card POS Check Card/Bankcard withdrawals signed transactions POS PIN transactions 6 0 0 Total ATM PNC Bank Other Bank transactions ATM transactions ATM transactions 0 0 0 Interest Summary Annual Percentage Number of days Average collected lrrtenest Paid Yield Earned (APYE) in interest period balance forAPYE this period 0.00% 0 .00 .00 As of 09/15, a total of x•34 in interest was paid this year. ~~\ ~~~ ' r' PN D M LT01-J O 89709 2-140-N N N N N N-00 2-00 2549 ~'~ta1. $anlang Statement For 24hour information, sign on to PNC Bank Online Banking For ~ ~d OS/13/2011 to 08/15/2011 on pnc.com. JOSEPHINE H MARWICK Account number: 51-1202 3736 -continued Primary acoountnumber: 51-1202-3736 Page 2 of 4 A~ctilrity Detail Deposits and Other Additions Date Amount Descri There were 4 Deposits and Other Additions ptron totalin 08/22 3,418.07 Direct Deposit - Moneyline 9 $11.870A7. Fid Blcg Svc 11c XXXXXX6751Gzw1 09/01 J 5,500.00 Direct Deposit - Moneyline Fid Bl~g Svc I1c A::~XXX}C6751H6Z6D (~~ " "~% 09/02 ~ 97p,00 Direct Deposit - Xxsoc Sec US Treasury 310 XXX}~Xg745D 09/13 ,981.94 Direct Deposit - Moneyline Fid Blcg Svc I.lc ~XXXX6751Helwz Checks and Substitute Checks Check Date number Amount paid Reference Check 768 3,118.72 09/12 769 number 086117375 number Amount Date paid Reference number 71.04 08/29 770 9 210 00 08429~q 771 772 5,400.00 09/15 084534109 . . 08/29 526841J8g 773 32.95 09/12 oss46o750 75.00 09/13 os3o7s2is " Gap in checksequence On~ne and Bectronic Banking Deductions Date Amount Description ~/~ 220.00 Direct Payment -Premium ~ Unitedhealthcare XXXX3'`X2201 ~ Balance Detail Date 08/13 Balance 11,079.81 08/22 14,497.88 08/29 5,216.84 ` /}iaw a~V.C '~~ ~h ~ -/fir Date 09/01 x/02 Balance 10,716.84 1 Date % 3 Ba-ance 09/06 1,686.84 11,466.84 09 1 09 15 10,222.11 / 4,822.11 9/~/~~ There were 6 checks fisted totaling S1~,so~.~1. There was 1 Online or Electronic Banking ~~i ~ 0 ement m P~IC~AIVl~ _. a For 24hour information, sign onto PNC Bank Online Banking For tf1N period Os/13/Z011 to 08/15/Z011 ' ~n pnc.com. JOSEPHINE H MARWICK Primary aocourltnumber: 51-1202-3736 Page3of4 Check Images JOSEPNNE K MMWICK ^~ NANCY M. DEMUTM l/I(J\ 768 ~~6lt3 a. eeorw eixcte xiwvaue>•~ ~ ~ _~ / oivx~ +~~,..n~. ~ 4r ~ PIVCBANK ~ ~'~' :~..><.. ~M ~- t:0 3 ,1 a, 2 798+: S i i ZO 7 3 6r O 8 768 $3,118.72 09/12/2011 JOSfiPMIhE N. YARWIGK ~a M'~~~ 7 ~f 770 ~+eEwneppE '~ !'-~ Netwvtt~M.a., ,~ ~~xanu -+r ee a.• e PNC~BAIVK ~ ~~~-~~~ ~ .:'~:-~ A Ox uxA • ~ ~0 2 81:+5 rL~' '°~~~7 .+00009 2 L0001' ~- X70 ;s,2lo.00 os/2s/2o11 EAIEYIITK 772 a1 cmw cauE ~ ~ rR+sOn xsr.rur, " m Pgr4~ ~ 77 ~ ~f~' ~1 ty pN NK . netun a :,,:o,:-^ ~ ,rte 1:0113127 B1: SLi2023736M O 2 772 ~82.9b 09/12/4011 AI. pµEM~MYARWICK ~~ 789 M!IYVLIq ryt +rxt °Qa+® ~b~~ ~~ 1~Vlvi~ ~ $ ~~ ~!. =.xA w t:03i3i24381. Sii2023736>t' q 769 $71.04 08/29/2011 ,NANC~If Y~OlIWfN~~ xemvlcwots ~ tFpxgC Newvaae P~ ,asl xo ~~., ~..R ~P'NCBANK ~ ~'~'~ ~e~xw w -~ .d~ -a. (~~~ , 1:O 3127381. Sii2C123736r 0771 771 X5,400.00 09/lb/2011 •~ / ~,.. ~. Ana Je / ~.~~ Q PNi~'E~ 1.03 13127;81: 51L zD ~t3 773 //t 778 ~7b.00 09/18/2011 With PNC Online Banking, you can view, print and save up to the most recent 90 days of your canc:eledchecks -front and back -FREE of charge. Please contact us for additional options. _ DAI rtAAI TM Ir1D07f10'f IAn JtI~lAlAlAIAI 11p0 nn 9CCf1 ., Reviewing Your Statement Please review this statement carefully and reconcile it with your records. Call the telephone number on the upper right side of the first page of this statement if: you have any questions regarding your account(s); your name or address is incorrect; ' you have any questions regarding interest paid to an interest-bearing account. Balancing Your Account Update Your Account Register Compare: The activity detail section of your statement to your account register, Clfeck Off: All items in your account register that also appear on your statement. Remember to begin with the ending date of your last statement. (An asterisk {'*} will appear in the Checks section if there is a gap in the listing of consecutive check numbers,) Add to Your Account Register Any deposits or additions including interest payments and .ATM or electronic deposits Balance: listed on the statement that are not already entered in your ;register, Subtract From Your Account Any account deductions including fees and ATM or electronic deductions listed on the Register Balance: statement that are not already entered is your register. Update Your Statement Information Step 1: Add together deposits and other additions listed in your account register but not on your statement. Step 2: Add together checks and other deductions listed in your account register but not on Your statement. Step 3: Enter the ending balance recorded on your statement $ ~ , / Add deposits and other additions not recorded Total A + $ Subtract checks and other deductions not recorded Tota B 1 $ ~.... The result should equal your account register balance = $ _ ~, -- ~ l'I Verbcation of Direct Deposits To verify whether a direct deposit or other transfer to your account has occurred, call us Monday - Friday: 7 AM - 10 PM ET and Saturday ~ SundaY: 8 AM - 5 PM ET at the customer service number listed on the upper right side of the first page of this statement. Electronic Funds Transfers In case of errors or questions about your electronic transfers or if you need more information about a transfer, call us Monday - Friday: 7 AM - 10 PM ET and Saturday & Sunday: 8 AM - S PM ET at the customer service number listed on the upper right side of the fast page of this statemeitt, pr, if you prefer, please write us at: Customer Service, P.O. Box 609, Pittsburgh, PA 15230-0609. If you believe there is a problem, you must contact us no later than 60 days after the ending date of the first statement on which the ~rror or problem appeared. You will need to provide the following information: Your name and accourn number(s); ' A description of the error or the transfer you ace questioning, please explain as clearly as you can why you need more information. or why you believe an error was made; ' The dollar amourn of the suspected error. We will investigate your complaint and will correct any error promptly. If the investigation takes longer than 10 business days, we will credit your account for the aaro~mt you think is in error, so that you will have use of the funds during the time it takes us to complete our im~estigation. Member FDIC Q~ Equal Housing Lender < < REV-1511 EX + (10.06) ti COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 1 I tM 1MBE A. B. 1. 2. 3. 4. 5. 6. 7. 1 2. 3. 4. 5. 6. 7. Debts of decedent must be reported on Schedule I. FUNERAL EXPENSES: ~~ ~ ~..~. HOFFMAN ROTH FUNERAL HOME & CREMATORY, INC -SEE ATTACHED INVOICh_ CORNERSTONE CULINARY KITCHEN -CATERED FUNERAL LUNCHEON - HELD AT EXECUTOR'S RESIDENCE -SEE ATTACHED INVOICE RILLO'S RESTAURANT -FUNERAL DINNER -SEE ATTACHED INVOICE "GUITAR BY BILL" -FUNERAL LUNCHEON MUSIC STURAZZI PHOTOGRAPHY -FUNERAL LUNCHEON PHOTOGRAPHY -SEE ATTACHED INVOICE MAGRUDER'S TWO - CLEANINGlPREPARATION FOR FUNERAL LUNCHEON NATURE'S HARMONY -ADDITIONAL FUNERAL FLOWERS -SEE ATTACHED INVOICE AunnINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Street Address - City State - Zip Year(s) Commission Paid: - Attomey Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanatilm) Claimant Street Address - City State - Zip Relationship of Claimant to Decedent - Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS Accountant's Fees Tax Return Preparer's Fees TOTAL (Also enter on Vine 9, insert additional sheets of the same size) $6,886.76 1,343.20 603.09 150.00 371.00 435.66 177.55 750.00 15.00 $10,732.26 7 t ~ - _ .~_~~"~L i-~ 4~1~ ~ `~\~_tvl~i ~l '_111._ 2 ~ 9 ~c: ~'^ ;~c^o~aer Scree- Ca ~isie,'enrsyivar!ia ~ 7J i 3 ' 7i7.243.45i? fiaii free ; .86b.='.~ i .4~ 1 fax 7.7.23.3723 ~f T'.7'vi ain u~~~ll r~.C~iil~ September 23, 2011 Nancy M. DeMuth, Ph.D. 129 Mont Sera Road Carlisle, PA 17015 Statement of Funeral Expenses for: Josephine Marwick Date of Death: September 7, 2011 Account Id: 16332-196 FACILITIES AND PROFESSIONAL SERVICES: Equipment and Staff for Memorial Service $ 300.00 Sub Total: $ 300.00 MERCHANDISE: Casket: Classic AUTOMOTIVE EQUIPMENT: Lead /Clergy Car: (IMMEDIATE BURIAL: Basic Services; transfer of remains; authorizations; casket coach; transfer to cemetery $ 2,530.00 Sub Total: $ 2,530.00 $ 115.00 Sub Total: $ 115.00 $ 2,300.00 Sub Total: $ 2,300.00 TOTAL FUNERAL HOME CHARGES: $ 5,245.00 CASH ADVANCES: 5 Certified Death Certificates at $ 6.00 each $ 30.00 Newspaper Notice -Sentinel $ 232.94 Newspaper Notice -Patriot $ 215.57 Clergy 1 @ 200 & 1 @150 $ 3!50.00 Flowers Georges $ Ei3.60 Newspaper Notice -Valley Times Star $ !50.00 Newspaper Notice -Davenport, IA $ 92.70 Sextant $ ;60.00 Organist $ 200.00 Harpist Additional Flowers ~, U:dS ~-~' =~~~"~ -` $ 150.00 ~ ~~ ~~) $ 166.95 Sub Total: $ 1,641.76 Total Funeral Expense: $ 6,886.76 ~ Total Payments Made: $ 6,886.76 Payments Made: Reimbursement To Nancy H/R ck Sep 23, 2011 (2,335.38) ~ ~~ SecurChoice Check 64088 Sep 23, 2011 9,222.14 ,/ Balance: $ 0.00 __ S tiCVIi~iV OUP COA ~V.UN ?`r S'\ = 9^v7 `~ > i~ ~~ ~+ i3 3 j~ l~jr ~-w ~..r' ~ r a ~• . ~_~ V ~_ ~;~ ~~o~ ~~~ -~ ~ w ~~~v __~ ~ ~ °: ~.~ ~ ~: r ~: z~ M n M r ~ cv r ~ ~ ~ ass :® ~_ ^, v \ ~ X y ~? \ ~ ` ~ ®} \ _~' _ > - Y _- _ - _ ~ - - _ - c r r-- - ~ ~ ;t,~ woo asnoyaa}}ooauo3s~awooay~~o ans nrad Nrssas ..,co asnoyaa~ooauois~awooay~nvnnn C£66-606 ~LIL) ~~ ' 9209-L£L (LLL) 66''~LL tad `~~~H dwd~ ~~~ls la~aeW €ElZ ~SIIOHr'IS~i~rn axo,LS~~x~~°- ~~ (}T ., ~ STURAZZI photography 405 West Keller St. -- Mechanicsburg, PA. 17055 ~-~~~ ~ 5~ c~ aO(~ C:drh j Bill To: Bruce Marwick ~ Date Invoice No. P.O. Number 09/19/11 2772 ' Item Description Other I Family Portraits,Copyrights/Images. PA. Sales Tax I ~ I i `" I q/17/t1 ~71~ ~~ ~ ~~dl~- ir' aZ` j ®~t C4-f~ ~ dZ" a~t~~~~ ~ ~"DyYi 1''i°Sk~s~' ~., ~,,~ ~' ~ !~ ~S~e~~ - -~ ~7q ~~ r~fir~ Thank you for your business. Terms Invoice Project ^Quantity Rate Amount 1 ' 350.00 350.OOT 6.00%i 21.00 i ~I ~`; ~,' ~ ~ ti V ~~ _______ Total $371.00 i ~ ~ ~~ lC~~SrO\R 'S RDER AlO. - `•..,._pE~, ~}- -- B~a~- / ~ DRESS ----r...~ s ~~ ~ ~ ~ cmr, srarE, zIP -` ~ .--~_ -~~-- -~~' L--G l/ ~ SOLD SY CASH G.O.Q CEIARGE ON ~ AADSE SREfD PAID 0lJ: aI:SC~39P710i~1 P}3(CE A&lOt9PTP 1 0 2 f ~ ~ 3 ~ ~ G~ ,. 4 ~~ - 6 ~ 7 $ ' 9 ~ •; , 10 + ~ 11 , ~ 1? r °~ 13 ~~ , 14 ., 15 ~ 16 . Vy4 , 17 , 18 , 19 , 20 , i €€ RECENJ BY ~' ~edsan" 9lCG~ 4LafG- a++o an ~~'... `EE =~. RDC5805 " ---- ' ' --- __°. • •ra a o a~.a a.d'l~9tliiG ORIGINAL _",;; ~~ a ~cifzzre's ~~rmorl -- .~ English caun[ry floral design NAME ADDRESS ~is~e ~ IAA 17TH I?~ 2240 PiNETOWN ROAD, LEWISBERRY, PA 17339 ~ ~ j William R. Kaufman ~tEEa~reey aE~Caw 940 Century Drive Mechanicsburg, PA 17055 717-766-7702 Fax: 717-790-9031 Email: wrkaufman.wrklaw@comcast.net January 16, 2012 Nancy M. DeMuth, Ph.D. 129 Montsera Road Carlisle, PA 17015 Re: Estate of Josephine Marwick, deceased Fee for preparation of Pennsylvania Inheritance Tax Return: 750 REV-95f2 Ek + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT OF JOSEPHINE neectnn~ SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS R@pOrt dBbts i1lCUrred by th@ decBd@11t prior ~O death whlr_h rn...n1..e.~ ....__» ric~sgicR or CerLrd' Pe;msylvania 1320 LiaS_estcvrn RGa3 Xarrisburc~, pp y-1, i'8X; 717-234-0375 Resi~trt:: Josep:sine :7azwiYk C/O sta.*.Cy Dern~:t~ 129 MontSera Road ~ariisle, PA 17023 R.sldCnt Ili: 1'7arwicxJLseU~xrE ~,i:. , Payment Terms _._. Description ?dP~ 15 D$ll'8 ;t;: ~~ ~~#~C~ ZIP'v i7P C6 !"~Tu-:~ ber: 4ZG3 ~11Yt?:Cy ~aj~; ~/9/Z1 ~3~e: F)ue U4te --~- 'Re~_ce:l..ia~ care - SepteTCer 2.7, f Amoun~: I I I 11 : ~~ .,~ , ~~~ ,w ~,~r :, ~.. i _~ .P~~as~ note ot~r yew o~~~ ~d~aress -- X320 I~i~zgie~ta~v~ ~o~r8~ .~I~irr~s~~rg :PA ~ ~'1 ~0 TdtaE in~~oice ~lrsount ~ , s2o . c c ChecklC*e~i# :vler~o ]vo: t'aym2nt(Credi~ A~ptied Thank yur~ for c~ioosing ~'os~iir~ of ~`~nt~~rl ~~nr~,~,~.~'~~ania. a R„e~Xg7~ ~«~I,~Hib~,~J . ~ , REV-1513 EX + (9-00) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ,TE OF JOSEPHINE MARWICK FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT ,~~~ Do Mot List Trustee(s) aF~srATE TAXABLE DISTRIBUTIONS [include outright spousal distributions, and I transfers under Sec. 9716 (a) (1.2)] 1. NANCY MARWICK DeMUTH DAUGHTER 129 MONTSERA ROAD 50 /o CARLISLE, PA 17015 2. BRUCE A. MARWICK SON 50°~ 3519 RIVERSIDE BOULEVARD SACRAMENTO, CA 95818 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON ONES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV_1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) 0.00 p ~ s ~~ C_.- ~~~ ! --- LAST WII.L AND TESTAMENT OF JOSEPHINE H. MARWICK I, JOSEPHINE H. MARWICK, baptized as JOSEPHINE FRANCES HEMMINGSON, of Cumberland County, Pennsylvania, declare this to be my Last Will and Testament. I revoke all other Wills and Codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executrix from the principal of my residuary estate as soon as practicable after my death. ilII All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executrix has 1:o claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. i le III I give, devise and bequeath in accordance with any memorandum which I have either handwritten or signed, located with my Will or with my valuable papers and found within 30 days e~ . ~. of the probate of my Will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. i 1 IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath to my husband, ALFRED E. MARWICK, formerly EUGENE CORVH.LE MARWICK, of Cumberland County, Pennsylvania. In the event that ALFRED E. MARWICK predeceases me or fails to survive me by thirty (30) days, I give, devise and bequeath the remainder of my estate, of whatsoever nature and wheresoever situate IN EQUAL SHARES, to my children, NANCY MARWICK DEMUTH, of Cumberland County, Pennsylvania and BRUCE A. MARWICK of Sacramento, California. If any of my beneficiaries predecease me or fail to survive me b}+ thirty (30) days, I give, devise and bequeath his or her share to his or her issue (natural born heirs and adopted children) who survive me, per stapes, or if he or she have no issue, the share(s) are to be added equally to the other shares. Article V If a beneficiary under this Will has not attained the age of twenty-fi.ve (25) years, the share of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the terms in Article VI. it In the event that a Trust is created by or as a result of any part of this Will, the terms and conditions of the Trust shall be as follows: -2- A. To expend and apply so much of the net income and so much of the principal of the Trust as the Trustee shall consider advisable for the support, health, care and education of the child until the child attains the age of twenty-five (25) years. B. Upon attaining the age of twenty-five (25), the remaining principal and accumulated income of the child's share shall be distributed outright to the child. C. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner, nor shall any interest be subject to claims of his or her creditors or liable to attachment, execution, or other processes of law. i le VII In order to carry out the purposes of the Trust established by this Will, the Trustee, in addition to all other powers granted by this Will or by law, shall have the following powers over the Trust estate, subject to any limitations specified elsewhere in this Will: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b} to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, -3- (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executrix; and to pay from my estate reasonable compensation for all their services, (i) to conduct along with or with others, any business in which I am engaged in or have an interest in at the time of my death, and (j} to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. Article VIII I hereby appoint BRUCE A. MARWICK as Trustee of any Trust(s) created in this Will. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever of BRUCE A. MARWICK, I nominate and appoint DONALD DEMiJTH as Successor Trustee of any Trust(s) created in this Will. Article IX I nominate, constitute, and appoint NANCY MARWICK DEMUTH, Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint BRUCE A. MARWICK successor Executor of my Last Will and Testament. I direct that my Executrix or successor Executor be -4- ~ ~ ~ 1. permitted to serve without bond and in addition to those powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike shazes and to file any qualified disclaimer I could have filed if living. My Executrix and successor Executor shall receive reasonable compensation for services rendered to my estate. it X In addition to the powers conferred by law, I authorize my Executrix: and successor Executor, in his/her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regazd to the principal of diversification, (d) to exercise any option or right arising from the ownership c-f investments, (e) to compromise claims without court approval and without consent of any beneficiary, (i] to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executrix; and to pay from my estate reasonable compensation for all their services, -5- { i r ~ (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. IN WITNESS WHEREOF, I, JOSEPHINE H. MARWICK, hereby set my hand to this my Last Will and Testament, on ~~~ 3 0 _, 1999, at Harrisburg, Pennsylvania. J SEP H. MARWICK In our presence, the above-named JOSEPHINE H. MARWICK signed this and declared this to be her Last Will and Testament, and now at her request, in her presence, and in the presence of each other, we sign as witnesses. N t e Address c I' ~ ! .,~ i ~ • .t I, JOSEPHINE H, MARWICK, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by JOSEP H. MARWICK, the Testatrix, on ? 3 ~~ F y ,1999. /ti,~ ~~ _ Notary Public J SEP H. MARWICK Notarial Seal Frederick W. Spease, Notary Public Carlisle Boro, Cumberland County My Commission Explros Dec. 6, 19~J9 Member. Pennsylvania Ass:;;:~atlan of Nctariea We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willin gly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18} ;years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by by on 7/~0 , 1999. Witness Signatures: Notary Public Notarial Seal Frederick W. Spease, Notary Public Carlisle Boro, Cumberland County L My Commission Explros Dec. 6, 1999 h%~e`~~~ar, ~~srn:,yw;~:°:ia asso;,iation of Notaries -7- ~~'~,j'~ i i it ,~ ~I~ ~D! 2 ,~f~,V ~ 1 F'Fi ! ~ 3 ~ CLERK OF Ct °R iN'S C~4~!R r Register of Wills Cumberland County Courthouse 1 Court House Square Carlisle, PA 17013-3387 ~.. ~ .,,; ;. . ;V .k r ^^55 ~ t/ .~ ~G ~ 5~,. ~ i ~ *". PRA ~ ~..~ ~ G r~a 'L ~ .; 'S `n ._ ~ ~i~ Jr v `a ,n .{ ~~ i , -: '.v-c1'. ~ - ,,' ~.. ~, #. ~ w '~ ~ ;E t ~- y,.rY :i .~ ~ f ~ t Y { ' f ~.{ ~~ ~ I } ~ '':. ~ y 3 Y) r ~~ - , '~ ~,j r t_*. ~~ M ' h ~ `~Yr - ,r •. ':i ;i,}r i t > ~ ~:. ,E ~~ , .r r it ~ ~ '~ ~ r j,S` .t Irlillr~i~~lrihr~~ll~i~~i~l1~~+l~lli~rfl+I~if~-~~i1i~i _-- r ~ q: ', r=~ ~ ~,