HomeMy WebLinkAbout06-06-14 (3) � 1505610140
REV-1500 EX (02-11)(FI)
PA Department of Revenue OFFlCIAL USE ONLY
Bureau of Individual Taxes Counry Code Year File Number
Po sox 2eosol INHERITANCE TAX RETURN 2 1 1 3 1 O 2 7
HarrisburQ,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death nnMDDYYYY Date of Birth MMDDYYYY
0 9 0 9 2 0 1 3 0 2 2 5 1 9 2 5
DecedenYs Last Name Suffix DecedenYs First Name MI
EGAN NORMA P
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
' THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
a 1.Original Return � 2.Supplemental Return � 3.Remainder Return(Date of Death
Prior to 12-13-82)
� 4.Limited Estate � 4a.Future Interest Compromise(date of � 5.Federal Estate Tax Return Required
death after 12-12-82)
❑X 6.Decedent Died Testate � 7.Decedent Maintained a Living Trust � 8.Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
� 9.Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � 11.Election to Tax under Sec.9113(A)
Beiween 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Nur�b.gr
E . R A L P H G O D F R E Y , E S Q 7 1c'� o 7 � 9 � �i �
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�IS7kR OF WIL SE pI�LY�
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First Line of Address � � '�� �
1 0 1 1 MU MMA R OA D �] r�
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Second Line of Address ;�, c� � �->
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S U I T E 2 0 1 -� -i . � d
City or Post Office State ZIP Code y �'�
L E M O Y N E P A 1 7 0 4 3
CorrespondenYse-mailaddress: RGODFREY�C-WLAW.COM
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 infortnation of which preparer has any knowledge.
SIC3I,VATURE OF ER�ON' R�SP✓ONSIBLE FOR FILING RETURN D�E� � u
l � � f t N � �
ADDRESS
7455 M NOR DRIVE HARRISBURG PA 17112
NA R F P PARER OTHER THAN REPRESENTATIVE D TE
A RESS
1011 MUMMA ROAD, SUITE 201 LEMOYNE PA 17043
PLEASE USE ORIGINAL FORM ONLY
Side 1 _��
L 1505610140 1505610140 J �
� 1505610240
REV-1500 EX(FI)
DecedenYs Social Security Number
DecedenYSName: NORMA P. EGAN
RECAPITULATION
1. Real Estate(Schedule A) .......................... ................. 1• '
2. Stocks and Bonds(Schedule B) 2• 7 1 7 2 � ' 2 8
......................................
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. •
4. Mortgages and Notes Receivable(Schedule D) .......................... 4. •
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. 1 0 1 7 8 . 9 3
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested ....... 6. •
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested ....... 7. .
8. Total Gross Assets(total Lines 1 through 7) ........................... 8. $ 1 8 9 9 , 2 �
9. Funeral Expenses and Administrative Costs(Schedule H) .................. 9• 5 7 � 5 . 3 3
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) ............. 10. 2 4 7 . 6 3
11. Total Deductions(total Lines 9 and 10) ............................... 11. 5 9 6 Z . 9 6
12. Net Value of Estate(Line 8 minus Line 11) ............................ 12• 7 5 9 3 6 . 2 'rJ
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) ...................... 13• 9 8 7 1 • 7 1
14. Net Value Subject to Tax(Line 12 minus Line 13) ...................... 14. 6 6 0 6 4 . rJ 4
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(12)X.0 _ � . 0 O 15. O . � �
16. Amount of Line 14 taxable
at�inea�rate X.045 6 6 0 6 4 . 5 4 1 s. 2 9 7 2 . 9 0
17. Amount of Line 14 taxable
at sibling rate X.12 � . � � 17. � • � �
18. Amount of Line 14 taxable O . 0 O 1 g. O . O O
at collateral rate X.15
19. TAX DUE ...................................................... 19. 2 9 7 2 . 9 �
20. FILL IN THE OVAL IF YOU ARE RE�UESTING A REFUND OF AN OVERPAYMENT OX
Side 2
� 1505610240 1505610240 J
_ _ _ ___ _. _ _._ _ _
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address: 21 13 102�
DECEDENTS NAME
NORMA P. EGAN
STREET ADDRESS
4905 East Trindle Road
CITY STATE ZIP
Mechanicsbur PA 17050
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 2,972.90
2. CreditslPayments
A.Prior Payments 2,800.00
B.Discount 140.00
Total Credits(A+g) �2� 2,940.00
3. Interest
(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 theTAX DUE. (5) 32.90
Make check payable to: REGISTER OF WILLS, 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 ...................................................................... ❑ ❑X
b. retain the right to designate who shall use the property transferred or its income ............................... ❑ ❑X
c. retain a reversionary interest ..................................................................................................... ❑ �
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ ❑X
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ❑ �
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ ❑X
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficiary designation?.................................................................................................. ❑ ❑X
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 sunriving spouse is
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The statute dces not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax retum 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 parent,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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in p2 P.s.§9��6(a)(�p.
• The tan 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)].A sibling is defined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
LAST WILL A.Nn TESTAMENT
KNOW ALL MEN BY THESE PRESENTS,that I,NORMA P EGAN,currently
residing in Enola,Cumberland County,
Pennsylvania,being in good health and of sound
do hereb make,declare and publish t.his as mY
Last Will and
and disposing memory, Y
Testament,hereby revoking all former Wills and Codicils heretofore made by me.
F�T: I�ir�t that all of my debts not bsmed by the statute of limitations,
expenses of my last illness,funeral expenses,costs of administration and claims allo�tt�
��he administration of my estate shall be paid by my Executor hereinafter named,
rny estate as soon after my decease as shall be found convenient.
SECOND: I bequeath my automobiles,household and personal effects and �
other tangible personaltY of like nature(not including
cash or secuntaes),together with
an existing insurance thereon,to my husband,DANIEL C.EGAN. In the event that my
Y within the thirty-first
' �iusband,DANIEL C. EGAN, should predecease me or not be hv�ng
! ble ersonalty to mY son,
� day following mY deat�I g�ve,devise and bequeath my tangi P
� KENNETH W. EGAN,my son,ROSS E.EGAN, and my daughter,MARCIA E. EGAN, in
� equal shares.
,
I I ve,devise and b ueath the rest,residue and ren�ainder of my
' TffiRD: � �
estate,whether real,personal or mixed,and of any nature whatsoever and wherever
I� situate,to my husband,DA-N.IEL C. EGAN. In the event that my husband,DANIEL C.
' first day following my death,I
� EGAN,sliould predec�se�e or not be living on the thirt'Y- ��e,whethei`rea1,
' �Ve,devise aud bequeath the rest,residue and remau►de�'of my
I; personal or mucecl az►d of any natuz'e whatsoever and a'herever situate,to myE EGA1V, in
KEIVNETH W.EGAN,my son,ROSS E.EGAN, and my daughter,MARC�
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; equal shares.
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FOURTH: I hereby nominate,constitute, and appoint my husband,DANIEL
C. EGAN,as Executor of this,my Last Will and Testamen� In the event that my said
husband shall predecease me,or be unwilling or unable ta act as my Executor, as
aforesaid,then I nominate,constitute and appoint my son,KENNETH W.EGAN,without
necessity for posting security regardless of state of residence,as Executor of this,my Last
Wi11 and Testament. In the event that my son,KENNETH�EGAN,sha11 predecease
me,or be unwilling or unable to act as my Executor,as aforesaid,then I nominate,
constitute and appoint my son,ROSS E.EGAN,without necessity for posting security
regatdless of state of residence,as Executor of this,my Last Will an.d Testament. In the
event tliat my son;ROSS E. EGAN, shall prede�ease me,ar be unv�illing or unable to act �
as my Executor,as aforesaid,then I nominate,constitute and appoint my daughter,
MARCL4 E.EGAN,without necessity for posting security regardless of state of residence,
as Executrix of this,my Last Will and Testament All references to the Executor herein
shall be applicable to said substitute Executor or Executrix.
FIFTH: My Executor shall have, in addition ta the powers and authority
conferred upon him by law,the following additional powers and authority:
1. To seil at public or private sa1e, exchange;lease,mortgage or pledge any
property,real or personal,at any time constituting a portion of my estate,and upon such
terms and conditions as the Executor shall deem wise.
2. To invest any money at any time in such bonds,stocks,notes,real estate,
`mortgages,life insurance,annuities or other securities,or such property,real or personal,
as the Executor shall deem wise,without being limited by any statutes or rule of Iaw
regarding investments by the Executor.
3. To retain,without incurring any liability,as investrnents, any property
owned by me at the time of my death,as long as he may deem it wise,and even though
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' such properry is not the kind of property an Executor would purchase as an inveslment,
and even though to retain such property might violate sound diversification princigals.
4. To cause any security or other property which may constitute a portion of
my estate to be issued,held or registered in his own name,or in the name of a nominee,
or in such form that title will pass by delivery.
5. To consent to the reorganization,consolidation,readjusffient of the
financial structure,or sale of the assets of any corporation or other organization,the
securities of which constitute a portian of my estate,and to take any action with refezence
to such securities which,in the opinion of the Executrix is necessary to obtain the benefit
of any such reorganization,consolidation,readjustment or sale; to exercise any
conversion privilege or subscription right given to him as owner of any securities
constituting a portion of my estate resulting from any reorganizaxion,consolidation,
readjustment,sale,conversion or subscripaon.
6. To pay all costs,taxes,charges and expenses in connection with the
administa-ation of my estate,including such compensations to Executor which shall be in
accordanc�with established fees throughout the period of adrninistration of my estate.
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7. To determine what is"income"and wbat is"principal"he�reunder, and his
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decision thereon shall be final; and to purchase securities at a premium or discount,and to
apply or charge said.premium or discount against income or principal as the Executor
; may determine.
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8. To transfer,sell,exchange,partitian, lease,mortgage,pledge,give options
!, upon, ar othervvise dispose of any property at any time held by him, at public or private
sa1e,ar otherwise.
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9. To borrow money from any person,fi.rm or corporation, includi.ng any corporation
acting as an Executor hereunder,for the purpose of protecting and preserving or
improving my estate hereunder;to execute promissory notes or other obligations for
amounts so borrowed.
10. To employ legal counsel,accountants,brokers,investment advisors,
custodians,man,agers and other agents and employees and to pay reasonable
cflnapensatian out of my estate ar any funds held hereunder to which said compensation is
attributable.
11. To carry on any business owned or controlled by me at my death for
whatever period of time he shall think proper,and he shall have the power to do any and
a11 things he deems necessary or appropriate,including the power to close out,liquidate
or sell the business at such time and upon such tern�s as to he shall deem best.
12. To do a11 other acts in his judgment necessary or desirable for the pmper
and advantageous management,investment and distribution of my estate.
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SIXTH; I direct that all transfer and i.nheritance taxes,state or facleral,
assessed because of my death,whether the fuzads,property or insurance proceeds to which
such taxes aze attributable pass under this Will or not,shall be paid out of my residuary
estate;that my Executor pay,or provide for payment of all such taxes at such time,or
i times, and in such manner as my Executor deems best.
;
j IN WITNESS WHEREOF,I,NORMA P.EGAN,the Testatruc to this,my Last
� . Will and Testament,typewritten on four sheets of paper which I have identified at the
! bottom of each page by my signature,hereunto set my hand and seal the/��`'�'day of
�
� 1999.
� _
� �.�A__ �., P. �'��
. NORMA P.EGAN
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The preceding instrument consisting of tlus and four other rypewritten pages, each
identified by the signature of the Testatrix,NORMA P.EGAN, this day and date
thereof signed,published and declared by NORMA P.EGAN,the Testatrix therein
named,as and for her Last Will,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.
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COMMONWEALTH OF PENNSYLVANLP� .
: SS
COiJl�'TY OF }�1��1�C N� •
I,NORMA P. EGAN,Testatrix whose name is signed to the attached or foregoing
i�strument,ha�ing been duly qualified according to law,do�ereby acknowledge that I
signed and executed the instrument as my Last Will;that I signed it willingly;and that I
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signed it as my free and voluntary act for the putposes therein expressed.
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N4RMA P.EGA
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' Sworn or at�rmed to and acknawledged before me,NORMA P.EGAN, the
' Testatrix the��,�day of� 1949.
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; (SEAL) Notary Public
I NOtarfal Se?` ?ubllC
'; Roberta L.Radclif` ..�. ;�:tiin Cour�ty
; Susquehanna TW^ ' :3�.20,20b1
� My Commiae�on;::.'W_
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COMM4NWE�►LTH OF PENNSYLVANIA •
,�
COUN'TY 4F �Gt- Y) •. L. 1�� '
and �i,�;�n�-� �- �-- � -`1 the
We , �,cti�Ff ..
witnesses whose names a�'e signed to the atta�ched or foregoing
instrument,being duly
we were present and saw Testatrix sign
qual�fied according to law,do depose and say that 1 �d�at she
and execute the instrument as her Last Will;that she signed willing Y�ssed;th�t each of
executed it as her free and voluntary
act for the purAoses thex'em exp
. us in the hearing and sight of the Testatrix signed the Will as wilnesses;and th�t°�'e
best of our la�owledge the Testatrix was at that time eilghteen or more years of age, of
sound mind and under no constraint or undue influence.
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�',, Swo ar affirmed to and subscribed to before me by �y of 1999.
,
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BE�.I�f"lZ.witnesses,ttus�
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1 (SEAL)
Notary Public
' Notarial Seaf Pub4ic
� Sus�qu8hainne TWPff fl u�hin COU�
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MY�m mfaslan ExpUe��'gn.ao,20 t
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FIRST CODICIL TO THE WII.L
OF
NORMA P.EGAN
I,NORMA P.EGAN,Cumberland County,Pennsylvania,having made my Will dated
July 14, 1999,hereby make,publish and declaze this First Codicil to my said Will.
1. I amend Paragraph THIRD of my Will so that the same shall read.as follows:
THIRD: I make the following gifts in the order listed:
a) To my son,KENNETH W. EGAN,all of my stock in M&T Bank
Corporation(formerly Dauphin Deposi#Bank and Trust Company);
b) To tlie En�IMANiJEL iJNITED METH4D�ST CHURCH,now at _
22 Salt Road,Enola,Pennsylvania,thirteen(13%)percenfi of the
remainder of my estate after the gift in"a"above;and
c) To my son,KENETH W.EGAN,my son,ROSS E.EGAN,and
my daughter,MARCIA E.EGAN, in equal shares,the rest residue and
remainder of my estate,whether rea1,personal or mixed and of any nature
whatsoever and wherever situate. �
2. I a.mend Paragraph SIXTH of my Will so that the same shall read.as follows:
SIXTH: Gifts to charities quatifying for exclusion frorrx inheritance t�es
shall not be reduced by reason of taxes on other gifts under this Will. All
expenses and claims and all estate, inheritance, and death taxes, excluding any
generation-skipping tra.nsfer taac, resulting from my death and w?n.zch aze
incurred as a result of property passing under this Will shall be paid without
apportionment and wi.thout reimbursement from any person(with the exception
of gifts to charities as noted above). However, expenses and claims, and all
� estate, inheritance, and death ta7ces assessed with regard to property passing
outside of my probate estate,but included in my gross estate for inheritance tax
purposes, shall be chargeable against the persons receiving such property.
3. In all other respects,I do hereby ratify and conf'um my Will dated July 14, 1999.
���� P �'.�
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IN WITNESS WHEREOF,I,NORMA P.EGAN,have to this First Codicil to my Will,
dated July 14, 1999,typewritten on two(2}page of paper,set nay hand and seal at the end thereof
this � 3 day of �'c-fv�P�r+ ,2007.
�<��"'�ti v c ��
NORMA P. EG�
SIGNED,SEALED,PUBLISHED and DECLARED by the aboVe-named Testatrix,NORMA P.
EGAN,as and for a First Codicil to her Will of July 14, 1999,in the presence of us,who at her
request,in her presence and in the presence of each other,all being present at the same time,
have hereunto set ouz hands as witnesses.
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COMMONWEALTH OF PENNSYLVANIA : .
. SS.
COUNTY OF CUMBERLAND:
I,NORMA P.EGAN,Testatrix,whose name is signed to the attached or foregoing instiument,
having been duly qualified according to law,do hereby acknowledge that I signed and executed the
instrument as a First Codicil to my Will;that I signed it willingly;and that I signed it as my free and
voluntary act for the purposes therein expressed.
N RMA P,EGAN
Sworn and subscribed to before me by NORMA P.EGAN,the Testa.trix,this���day of
,_�?eg�� ,2007.
(SEAL} ��'� � �
NOTARIAL SEA� Notary Public
DAVID H RADCIJFF
Noicry Public
LEMOYNE BOROUGH,Ct1MBERIAND COUNiY
AM1y Commisalon Expires Jun 29,2008
CONIMONWEALTH OF PENNSYLVt�NIA :
• : SS
COUNTY OF CUMBERLAND: .
c� �} Jp,��i�-L•�qC ,the witnesses whose names aze signed
� we= �\�� C� �'���
to the aitached or foregoing instrument,being duly qualified according to law,do depose and say that we
were present and saw NORMA P.EGAN,Testatrix,sign and execute the instrument as a First Codicij to
her Will;that NORMA P.EGAN signed willingly and tliat she executed it as her free and voiuntary act
for the purposes therein expressed;that each of us in the hearing and sight of the Testatrix signed the
Codicil as wimesses,and that to tlie best of our knowledge the Testatrix was at the time 18 or more years
of age,of souad mind and un er no constraint or undue influence.
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��i Sworn to arsd snbscribed before me this � � day of �c 7�/Z ,2007.
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i (SEAL) (�� �a�
Notary Pub3ic
NOTARIAI.SEAL
DAVID FI RADCLIPP
� Notary Publfc
� LEMOYNE BOROUGH,CUMBERLAND COUNIY
My Commhslon Expk�es Jun 29,2008
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REV-1503 EX+(8-12)
pennsylvania SCHEDULE B
DEPAFTMENT OF REVENUE
INHERITANCETAXRETURN STOCKS � BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
NORMA P. EGAN 21 13 1027
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Ameriprise Financial-Account No.00045631957133 71,720.28
(See attached statement for individual stock breakdown)
TOTAL(Also enter on Line 2,Recapitulation) E 71 72p.2g
If more space is needed,insert additional sheets of the same size
Report Page 1 of 5
�-----°
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t�r��e���r�s� �
��na���al
MR WAYNE A LOGUE CFP�
Client List>Mrs Norma P Egan's Reports
Mrs Norma P Egan's Reports Historical Performance by Investor
Info � Accts � Reports
1. Portfolio Combined Account Portfolio � �
2. Report Historical Performance by Investor �
_
3.Time Period Start Day to End Day �
09 / 09 / 2013 � � 09 � 09 � 2013 �
4. Run Report �a ._ L P�iv�t�r Friendlv _ ' �xparx..
� Daniel MR WAYI��E A LOGUE CFPO Combined Account Portfolio
�rn�rFprise C Egan Financial l�dvisor Period: 09/09/2013-09/09/2013 '
������+�p Norma Created:09/17/2013
P Egan
Norma P Egan
Acct Name: STRATEGIC PORTFOLIO SERVICE ADVANTAGE ONE FEATURES, ,NORMA P EGAN
Acct No: 00045631957 133 Acct Type: Non-Qualified
Since Start Date(%) Year to One Three Five Ten Selected
10/12/2005 Date(%) Year(%) Years(°k) Years(%) Years(%) Period(�)
Account Performance: 1.75% -0.27% 2.32% 5.03% 1.94% N/A 0.04%
Asset Name Current Value($) Year to One Three Five Ten Selected
as of 09/09/13 Date(�o) Year(°k) Years(%) Years(%) Years(°�6) Period(9'o)
ALLIED IRISH BANKS PLC 108.90 101.67 86.15 N/A N/A N/A -0.82
SPON ADR REPSTG 10
SHS
BLACKROCK STRATEGIC 10,785.92 0.36 3.30 N/A N/A N/A 0.00
INCOME OPPORTUNITIES
• CL A
CASH " 15,197.06 N/A N/A N/A N/A N/A N/A
COLUMBI/�HIGH YIELD 17,01 . 0 1.82 5.97 N/A N/A N/A 0.00
BOND CL A
COLUMBIA�INCOME 7,733.74 1.40 6.56 N/A N/A N/A 0.00
OPPORTUNITY CL A
GOLDMAN SACHS HIGH 12,681 J7 2.58 6.67 N/A N/A N/A 0.00
vici n Qn�in r�i n
https://prodpmt.mainaccount.com/WebApp/stmt/CtrlServ 9/17/2013
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OPPENHEIMER INTL 8,194.69 -6.79 -4.22 N/A N/A N/A 0.34
BOND CL A
AccountTotal: $71,72p.2g
Investor Total: $71,720.28 -0.27°/a 2.32% 4.72% 2.82% N/A 0.04%
Portfolio Total: $71,720.28 -0.27% 2.32% 4J2% 2.82% N/A 0.04°/a
Prepared by your financial advisor at Ameriprise Financial Services:
MR WAYNE A LOGUE CFPOO
Financial Advisor
342 N Front Street
Suite 200
Wormleysburg, PA 17043
717-975-0202
Disclosure:
Do not rely on this report as a basis for making investment decisions or when doing your record keeping. Please
utilize the statements received directly from product sponsors or distributors.
Sources of I�formation �
The information contained in these reports is collected from sources believed to be reliable. However, the accuracy
and completeness of the information are not guaranteed,as the information is compiled from various financial sources
(mutual funds, direct participation programs,correspondent brokers, etc.). In the event of any discrepancy, you should
always rely on companies statements received directiy from product sponsors. For Ameriprise Financial Services
accounts, refer to your official Ameriprise Financial Services statements. For non-Ameriprise Financial Services
accounts, obtain official statements directly from Che appropriate financial service providers. If you have any questions
regarding your report, please contact your financial advisor.
Account Value
Values are as of 09/09/2013 unless otherwise noted. Values for accounts summarized in this report may vary
because of market fluctuations, account activity or outstanding loans. Outstanding loan balances on Certificates are
not included. Some values may be subject to surrender charges, market value adjustments or other fees. During the
purchase period, the purchase amount for certain products, for example annuities, may not be accurately reflected in
the total account value temporarily. For more complete information on any product or service, including associated
fees and expenses, contact your financial advisor for a prospectus or other offering materials.
Rounding Precision on Total Values
The totals on this report include the sum of the price of an asset multiplied by the number of units of an asset. For
some securities, the actual market value of an asset is calculated to fractions of a cent or to six decimal places. To
produce totals for these values, assets that may have up to six decimal places are summed and then the sum is
rounded to two.decimal places to produce the printed value. There may be instances where this leads to a rounding
difference between the printed total and the sum of any individually rounded assets.
b'
Asset Allocation Information
?[2013] Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar
and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate,complete or
https://prodpmt.mainaccount.com/WebApp/stmt/CtrlServ 9/17/2013
REV-1508 EX+(08-12)
pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
R SIDENTDEC ENTTURN pERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
NORMA P. EGAN 21 13 1027
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Santander-Checking 4,672.26
Account No. 0921782403
(See attached statement)
2. Santander- Irrevocable Burial Account 5,230.71
Account No.0925547226
(See Attached statement)
3. Personal items 275.96
(See attached statement from Allegheny Furniture)
TOTAL(Also enter on Line 5,Recapitulation) 3 10 178.93
If more space is needed,use additional sheets of paper of the same size.
Print Date: �2-�9-20�3 ALLEGHENY FURNITURE Paqe 1
10:56 Contract 002921
O1 ALLEGHENY FURNITURE LLC .
Open
Consignqr�< CO1Q8 Coiitracta;:Date: 09-26-2013 � �,� Pxiciz�g�Ma�k�`�4wn'snF,�_ �'�
, ° � � Mar'k�`c�own's "froi�yda'te"'�on��'di�s i�a
NORMA EGAN �`antract ends 120 days � ;� P ��
7455 MANOR DR . £YO� date o�i display` ,�ss IKark Down Ori� _p, �a�J�„I�own�-�S-r�
, _ . _ _... , _-.,. -�_. ,�
R�_��omm3.'§`sYOn; 50.00� 30 days 15.00�
._.-. -. .....__:_.,....---
HARRISBURG PA 17112 60 days 40.00�
(717) 657-0022 90 days 50.00�
HBGEGAN@GMAIL.COM
Payable Salance $.00
A/F Paid Check ` 7777 09-27-2013 $124.99 Ref` A07723001 $124.99
Checki. 8105 11-Oi-2013 $29.74 �Ref_ A08217002 S29•74
�Check 8308 11-21-2013 $106.24 Ret:' AO°393001 $106.24
rCheck- 8451 12-06-2013 $14.99 Ref,: A08579001 $14.99
Item Prod `_ Qty, ; Qtp Qty Qty ��;, . Original •Mark,:down : Se1°ling _,,:
_ ,.
Number . " . Dept Typ.e Brand°Consign ;. Sold ;Return Avail. ':Pcs� Price On j �Price
:.. . ._. . : . . .. ,
� . _ ,.
CO1Q8-000001 OF OF1 AFCCO 1 1 0 0 1 .-00 09-26-2013 249.99
DOUBLE GLIDER Sq:ld A07723 09-27-2013 10-26-2013 212.49
Double glider 11-25-2013 149.99
12-25-2013 124.99
CO1Q8-000002 BR BR AFCCO 1 1 0 0 1 .00 09-26-2013 249.99
ANTIQUE CHEST So1d� A08393 11-21-2013 10-26-2013 212.49
Antique four drawer chest � 11-25-2013 149.99
- 12-25-2013 124.99
CO1Q8-000003 LI LI1 AFCCO 1 1 0 0 1 .00 09-26-2013 69.99
FLOOR LAMP Sold A08217 11-07-2013 10-26-2013 59.49
Swivel floor lamp with brass base 11-25-2013 41.99
12-25-201.3 34 .99
CO1Q8-000009 LI LI1 AFCCO 1 1 0 0 1 .00 09-26-2013 49.99
TABLE LAMP Sold A08579 12-06-2013 10-26-2013 42.49
Table lamp with brass base 11-25-2013 29.99
12-25-2013 24.99
CO1Q8-000005 AT AOT AFCCO 1 0 0 1 2 .00 09-26-2013 99.99
PAIR OF MERSMAN END TABLES 10-26-2013 84.99
Pair of Mersman end tables with drawer 11-25-2013 59.99
�d � c� �P� �� 12-25-2013 49.99
�vo��v� //
Sovereign Bank
ESTATE OF Norma P. Egan
SOCIAL SECURITY#:
DATE OF DEATH: September 9,2013
Account#: 0921782403 Type: Checking Open date: 5/3/2007
In the name of: Norma P. Egan (Kenneth W. Egan,POA)
Date of Death Balance: $4,672.26
Int.(YTD) from 1/1/2013 to 8/28/2013 $0.26
Accrued interest to date of death: $0.02
Other info: Account Closed 10/10/2013
Account#: 0925547226 Type: Time Deposit Open date: 7/21/2011
In the name of: Norma P. Egan(Irrevocable Burial Acct)
Date of Death Balance: $5,230.71
Int.(YTD) from 1/1/2013 to 8/31/2013 $73.65
Accrued interest to date of death: $3.05
Other Info: Account Closed 10/10/2013
,
r
__ �
Page 1 of 1
REV-1511 EX+(08-13)
pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATNE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
NORMA P. EGAN 21 13 1027
DecedenYs debts must be repoRed on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Sullivan Funeral Home&Cremation Services, LLC 795.00
2. Funeral Flowers 98.53
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2, a,nomey Fees: Cipriani&Werner, P.C. 4,050.00
3. Famity Exemption:(If decedenYs address is not the same as claimanPs,attach explana6on.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: Cumberland County Register of Wills 248.50
5 Accountant Fees:
6. Tax Retum Preparer Fees: Llbefty Tax S8NIC2 260.00
2013-personal taxes
7. Cumberland Law Journal- Estate Notice 75.00
8. Sentinel - Estate Notice 168.30
9. Santander-fee for date of death letter 20.00
TOTAL(Also enter on Line 9,Recapitulation) S 5 715.33
If more space is needed,use additional shee�of paper of the same size.
REV-1512 EX+(12-12)
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT�
INHERITANCETAXRETURN MORTGAGE LIABILITIES 8 LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
NORMA P. EGAN 21 13 1027
Report debts incurred by the decedent prior to death that remained unpaid at the date of desth,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 2013- Pennsylvania Department of Revenue-tax payment 74.00
2. Diamond Pharmacy-medical supplies 37.24
3. West Shore EMS-ambulance 126.39
4. Associated Otolaryngologists of PA-medical bill 10.00
TOTAL(Also enter on Line 10,Recapitulation) 3 247.63
If more space is needed,insert additional sheets of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
NORMA P. EGAN 21 13 1027
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Indude outright spousal distributions and transfers under
Sec.9116(a)(12).]
1. Kenneth W. Egan Lineal 22,021.51
7455 Manor Drive
Harrisburg, PA 17112
2. Ross E. Egan Lineal 22,021.51
215 West Chocolate Avenue,Apt AZ
Hershey, PA 17023
3. Marcia E. Egan Lineal 22,021.52
321 Hummel Avenue,Apt. 2F
Lemoyne, PA 17043
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND�OVERNMENTAL DISTRIBUTIONS:
1. Emmanual United Methodist Church 9,871•71
22 Salt Road
Enola, PA 17025
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. E 9 8�1 �1
If more space is needed,use additional sheets of paper of the same size.