HomeMy WebLinkAbout02-0734
,EV-1S00EX 1600l
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128.0601
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITiAl)
VIRGINIA M. HAWKE
DATE OF DEATH (MM.DD.YEAR)
05/30/02
FILE NUMBER
,LL-02",
COUNTY CODE YEAR
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NUM8ER
SOCIAL SECURITY NUMBER
208- - 38
5377
DATE OF BIRTH (MM-DD.YEAR)
7/17/13
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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~ 1. Ortginal Return
o 4. Limited Estate
fiJ 6. Decedent Died Testate (Altach oopy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12.82)
o 7. Decedent Maintained a Living Trust (Attach copy of Trust)
o 10. Spousal Poverty Credit (date ofdealh belween 12.31-91 and 1.1-95)
o 3. Remainder Return (daleofdealhprkJrlo 12.1J.82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposll Boxes
o 11. Election to tax' under Sec. 9113(A) (AltachSch0)
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NAME
WILLIAM L. ADLER
FIRM NAMA'ftf~ & ADLER
Ta~~"'B~34_3289
COMPLETE MAILING ADDRESS
125 LOCUST STREET
HARRISBURG, PA 17101
(1)
(2)
(3)
(4)
(5)
OFFICIAL USE ONLY
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
328,483.18
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Noles Receivable (Schedule D)
5. Cash, Bank Deposits & MisceUaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G Of L)
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36,262.59
(6)
(7)
(a) 364.745.77
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
(9)
(10)
8.774.67
650.49
11. Total Deducllons (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
" (11) 9,425.16
",I (12) 355,320.61
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(13)
(14) 355,320.61
14. Net Value Subject to Tax (Une 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable althe spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of line 141axable at tineal rate
17. Amount of line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
'.0_ (15)
, ~ ~ , ,? 0 Ii 1 '.0 -45 (16)
1 ~. 'lR'l 4,
, .12 (17)
, .15 (1a)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(19)
rtJ. q-o'l. <-/"7
20.0
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SCHEDULE "B"
STOCKS AND BONDS
Estate of Virginia M. Hawke
00734
File Number 2002-
ITEM NUMBER
DESCRIPTION
VALUE AT DEATH
1,595.646 shs MPAM Bond Fund @ $20,599.79
12.91
864.402 shs MPAM Intermediate $11,150.79
Bond Fund @ 12.90
Boone Holding Co. $93.60
9 shares
CIBC Oppenheimer $143,344.00
091 64311
CIBC Oppenheimer $153,295.00
291 05845
TOTAL STOCKS $328,483.18
AND BONDS
~ Mellon
November 20,2002
Re: Virginia M. Hawke
Trust u1Deed #10 170363BN4
William L. Adler, Esquire
Adler & Adler
125 Locust Street
P. O. Box 11933
Harrisburg, PA 17108-1933
Dear Mr. Adler:
Listed below is the value of the above trust as of May 30, 2002, the date of death of Virginia
M. Hawke:
1,595.646 shs MPAM Bond Fund @ 12.91
864.402 shs MPAM Intermediate Bond Fund @ 12.90
Principal Cash
$ 20,599.79
11,150.79
3,641.33
Total Value
$ 35.391.91
Please confirm to us that this trust will be included in any tax returns filed for Mrs. Hawke's
estate. This will enable us to avoid holding any reserves for estate taxes in our trust.
Sincerely,
~\~~e)
Denise M. Schneider
Portfolio Administrator
for Client Services Group
Idms
Private Wealth MOflagement
1735 Market Streel . P.O. Box 7899 . Philadelphia, PA 19101-7899
(888) 805-56891011 Free
A Mellon Financial COll1panv'.lJ
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08/05/2002 05:02
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PAGE 212/ r?2
ShJ.~rt St~'I.UnwasBel:'
P~rectol'- tn.ve,5tm~n t5
7:riv0te Client Division
cmc
Oppenheimer
A..OlVISIONOPCIBC WO!<LD MARK'CTS COM'.
erse ,,,,'odd M3rkE.ts Corp.
280 Patk AI/ern!..\:'
We~t EUl1cl.\ng, 2cth FlOOr
Ne:w York,.NY 1001'7
Tel: 112-716-8203
f,,' .212-716-8030
Tel,800-227-1.663
Sluart,8~nunwa88er@Us,(i,!](;' co::n
W1lliam Adler
Adler and Adler
125 Locust Street
PO Box 11933
Harrisburg, PA 17108
Delivered by Fax
September 5, 2002
Dear Mr. Adler:
Per yom request, what follows is information related to the accounts we manage for Virginia M
Hawke:
Two accounts were opened in the name of Virginia M. H'lwke, by her da\1.ghter-in-Iaw, Debra, who
has power of attomey. 091-64311, a regular accooot that holds money market funds, bonds, and
mutual funds W'lS opened on 10/25/01. 291-05845, a professiona.lly managed account (Davis Select
Advisors is the third-party money manager) was opened on 217102.
Both accounts are individual accounts. 091-64311 had a value of $143,344 at the close of business
on May 31, 2002. 291-05845 had a value of $153,295 on that day. That was the close of the May
statement period; it may not be possible for me to provide YO\1. with an exact value the day before. I
hope this information is sufficient. If it is not, please contact me after Thursday, September 12'b, when
I return to the office. I am happy to assist you in any way possible
YO\1. truly
,.-,,^,
SS/jv
SCHEDULE "E"
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Estate of Virginia M. Hawke
File Number 2002-00734
ITEM NUMBER
DESCRIPTION
VALUE AT DEATH
Mellon Private Wealth Management $3,641.33
Cash
PNC Bank $5,787.03
5140027427
PNC Bank $24,341.17
5130071141, savings
Prescription reimbursement $1,980.35
Health insurance reimbursement $512.71
TOTAL CASH, $36,262.59
BANK
DEPOSITS,
MISC.
~=T-23-2802 :0:02
P~=BRNK eIe DEPRRT~EN-
4:2 705 20S? c.0l/a:
o PNCBAN<
October 23, 2002
William L. Adler
125 locust Street
P.O. Box 11933
Harrisburg, PA 17108-1933
RE; E~tate of Virginia M. Hawke, deceased
SSN: 208.38-5377
000: 5/30/2002
Dear Mr. Adler.
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account #5140027427
Established 05104/1989
VIRGINIA M HAWKE
000 balance; $5,786.54 + $0.49 accrued interest
SlIvWgs Account
Account #5 J 30071141
E~tablished 01/08/1983
VIRGINIA M HAWKE
DOD balance: $24,321.63 + $19.54 accrued interest
For Loan information, please call 1-800-878-0027. ReA #4003045003754322
Please note that this office only provides date of death balances for deposit accounts
(lRAs, CDs, Checking and Savings accounts). We do not procells any tinancial
tranllactions or provide statementll. lfyou need IIssistaPce with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office,
Sincerely,
G~ uJJ1h
Rachelle Wells
1-800-762-1775
P7-PFSC-Q4-F
sou first Ave.
Pittsburgh PA 15219
Member FDIC
T~TRL P.0:
SCHEDULE nHn
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Estate of Virginia M. Hawke
File Number 2002-00734
ITEM
NUMBER
DESCRIPTION
AMOUNT
l. Funeral Expense $1,282.00
Cremation society
2. Personal Representative
Commission
3. Social Security Number
4. Year Commission Paid
5. Attorneys' Fees $6,000.00
6. Family Exemption Claimant,
Relationship to Deceased
7 . Address of Claimant at
Decedent's Death
8 . Probate Fees $311.00
9. Advertising estate $286.57
10. Reserve $175.00
Rolling Green Cemetery interment $485.00
Obituaries $235.10
$8,774.67
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Estate of Virginia M. Hawke File Number 2002-00734
ITEM NUMBER
DESCRIPTION
AMOUNT
Bethany Village, final bill
650.49
SCHEDULE J
BENEFICIARIES
Estate of Virginia M. Hawke
2002-00734
File No.
ITEM NUMBER NAME AND RELATIONSHIP AMOUNT OR
ADDRESS OF TO DECEDENT SHARE OF
BENEFICIARY ESTATE
A. Taxable William T. son 100%
Bequests Hawke
642 St. Johns
Dr.
Camp Hill, PA
17011
ITEM NUMBER NAME AND ADDRESS OF AMOUNT OR SHARE OF
BENEFICIARY ESTATE
A. Charitable
and
Governmental
Bequests
LAST WILL AND TESTAMENT
OF
VIRGINIA M. HAWKE
21- 02.-"13L.f
I, Virginia M. Hawke, of Camp Hill, Pennsylvania, declare this
"to be my Last Will and Testament hereby revoking all prior Wills
and Codicils.
ARTICLES
I. The expenses of my last illness and funeral shall be paid from
the funds of my estate.
II. All of the rest, residue, and remainder of the property that
I own at the time of my death, both real and personal, and of every
kind and description, wherever situated, to which I may be legally
or equitably entitled at the time of my death (referred to as my
"residuary estate"), I give to my son, William T. Hawke, of
Harrisburg, Pennsylvania.
If my son, William T. Hawke, does not
survi ve J'}e.,.,:.,';n~-: -r..-J': ;: r:':~ --:-,~ ~ share of my estate shall be di.st~:r:ltlilt-cG.- ::_,~
to his wife, Debra S. Hawke, and the remaining one-half of his
share shall be distributed to my Trustee, IN TRUST, for his issue
who survive me, per stirpes, for the following uses and purposes:
A. The Trustee shall divide the trust estate into as
many equal shares as there are grandchildren of mine then living.
Each share shall constitute and be held, administered, and
distributed by the Trustee as a separate Trust.
B. One equal share shall be set aside for the benefit
y. fYI. II '
of each of my grandchildren who may then be living and shall
constitute the trust estate of such grandchild's trust.
C. The Trustee shall accumulate the net income and
expend and apply so much of the net income, accumulated income, and
principal of this trust as Trustee in her sole and absolute
discretion deems advisable for the maintenance, support and
education, including but not limited to college and graduate
education of my grandchildren, after taking into consideration
their other readily available assets and sources or income.
D. The amount to be paid for the benefit of my
-grandchildren shall be determined from time to time by their
needs, and the amounts and times of said payments shall be
determined by such need. The said payments may be made by the
Trustee directly to my grandchildren, if my Trustee feels he or she
is of such age and ability to handle properly the funds so paid to
him or her, or may be made by the Trustee directly to the person
having the custody and care of my grandchildren, or~ay be made by
the Trustee directly to any institution entitled to such payment by
reason of services rendered or to be rendered to my grandchildren.
E. My Trustee shall pay the accumulated income and
principal then remaining in the trustee's hands to my grandchildren
on each one's Twenty-first (21st) birthday. All amounts to be paid
under the terms of this trust to each grandchild shall be paid only
from each child's share of the trust estate.
F. If a grandchild for whom a share of the trust
estate has been set aside should die prior to having received his
or her entire share of the trust estate, then on the death of such
grandchild the Trustee shall distribute all of the balance of such
deceased grandchild's share of the trust estate to his or her issue
then living, per stirpes, and not per capita. If there should be
no issue then living, then all of the balance of such deceased
grandchild's share of the trust estate shall be added to the shares
set aside for the benefit of my other grandchildren and the issue
of any deceased grandchild, per stirpes and not per capita.
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Tn ,':~1.0 i. :""Y.-j!"; to Dowers vested in them by law ,_.::Il"y_.~x'S..:;'~t.:)r .:;:.~_t:"~~~
Trustee and their successors and assigns shall have the following
powers, applicable to all property held by them, including all
property held for minors, effective without the order of any court
and until actual distribution of all such property:
A. To retain any property received by them including the
stock of any corporate fiduciary acting hereunder;
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B. To sell real estate for any purpose, publicly or
privately, for such prices and on such terms as they deem proper,
without liability on the purchasers to see to application of the
purchase monies;
c. To compromise controversies;
D. To distribute in cash or kind or partly in each at
valuations fixed by them; and
E. To hold investments in the name of nominee.
IV. All taxes and interest and penalties thereon payable by reason
of my death with respect to property comprising my gross taxable
estate, whether or not passing under this Will, shall be paid from
the principal of my residuary estate.
V. I appoint Debra S. Hawke, Trustee of any trust created under
this will.
VI. I appoint my son, William T. Hawke, as Executor of this, my
Last Will and Testament. If my son is unable or unwilling to act
or continue as Executor for any reason whatsoever, I appoint my
daughter-in-law, Debra S. Hawke, of Harrisburg, pennsylvania,
successor Executrix.
No fiduciary acting hereunder shall be
..::.e(.~;...:.i..::..~':::' _to P()~t- honn nr pnt-fY RPC:lJrir_v_-i~..~:.y j'li~'~-8"~,r..:'-~::-~on.
IN WITNESS WHEREOF, I, Virginia M. Hawke, hereunto set my
hand and seal this Z-'i day of fV\a. ,..~ , 1991f. to
this my Last Will and Testament which consists of FIVE (5)
typewritten pages. ~~' ,
~.7)11:11~
VirgO ia M. Hawke
- 3 -
SIGNED, SEALED, PUBLISHED AND DECLARED, by Virginia M.
Hawke, 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 have subscribed our
names as witnesses.
1Al~ ~-~
Witness
I-fPlJ'-or0t.vrq ( PA
Address 7
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Address
COMMONWEALTH OF PENNSYLVANIA
ss. :
COUNTY OF DAUPHIN
I, Virginia M. Hawke, 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 instrument 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.
!~r lJ! I j( ~e-
Virgin' M. Hawke
Sworn or affirmed to and acknowledged before me by Virginia
M. Hawke, the Testatrix, this 7-1 day of /V\tU'-,----t...
, 19
NOT ARIAl SEAL
JODY GOLDRING, HalSry Public
HarrISburg, Dauphin County PA
My CommISSion Expir.. Nav 3. 1987
COMMONWEALTH OF PENNSYLVAN
= .l\r~~
N ry\Public
ss. :
COUNTY OF DAUPHIN )
WE, 1JI~ t ~/(_ . &11J _cltl2ya.-_$r~
I the witnesses whose- nafiiesa.::::c signe-d to the atta~ or-' rnregolng
instrument, being duly qualified according to law, do depose and
say that we were present and saw the Testatrix sign and execute the
instrument as her Last Will; that the 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; and 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.
- 4 -
Sworn or affirmed to and
1r));.}~AvvI 6l M.f~, and
witnesses, this ~ day of
199~.
1JtJi~ [, iJ&/
Witness
wi to!:fr:t~ [/) r~
subscribed before me by
f2j1j/MtCl- :!J ruA:Xr
rJ\ a.-.J- (~
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N e ry 'fublic )
NOTARIAL S~AL J
JOOY GOLOr,ING, Notary Public
Hamsllurg, Oauphin County FA
My C.mmlSsion Ex~ir.. Uov 3,1997
- 5 -
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Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ---1J t tl-j I V\ I III /={~
Date of Death: g J It; I d..DOrlJ
Estate No.: "7- OO--z..- - 7~ L(
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 3' No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 18
b. The separate Orphans' Com1 No. (if any) for the personal representative's
account is:
c. Did the perso~epresentative state an account informally to the parties in
interest? Yes ~ No 0
Date:
c. Copies of receipts, releases, joinders and approval offormal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
_to ""'report. ,Illl ~
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f Signature -
JJJ,'fl,t21 ~ AJ{er--
Name
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Telephone No.
I 7- S [,,;J ft.A./"? f ~1
Address
Capacity: &fersonal Representative
~Counsel for personal representative
v<<
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/15/2005
ADLER WILLIAM L
125 LOCUST STREET
PO BOX 11933
HARRISBURG, PA 17108
RE: Estate of HAWKE VIRGINIA M
File Number: 2002-00734
Dear Sir/Madam:
It has corne to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/30/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~.~C~PAJ~
( !
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
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