HomeMy WebLinkAbout04-24-06
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue '*
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Of=FICIAL USE ONLY
County Code Year
File Number
Date of Birth
186-28-6264
02107/2006
04/04/1938
Decedent's last Name
Suffix
Decedent's First Name
MI
BECHTEL
MARIE
A
(If Applicable) Enter Surviving Spouse's Infonnation 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
. 1. Original Return
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Uvtng Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
.
4. Limited Estate
.
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
8. Total Number of Safe Deposit Boxes
SAMUEL J MAGARO
R~. t:J ~
J ~ /.// \\ tV
V/ ,If S ~~ '"
~
~~
\J~
~~ ~ Code
(717) 652-2733
Firm Name (If Applicable)
REGISTER OF WJlL.S USE ONLY
2212 DOVER ROAD
RECORDED OFFICE OF
REGISTER OF WILLS
2006 APR 28 AM
CLERK OF
ORPHANS' COURT
n,
~
First line of address
Second line of address
City or Post Office
DATE FILED
HARRISBURG
1M
.7112
Correspondenfs e-mail address:
ADDRESS -,
DATE 'f/;? ~(J6
~.j7/12
DATE
-2 t
SIGNATURE OF ~EPARER OTHER THAN REPRESENTATIVE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051058
15056051058
.....I
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15056052059
REV-1500 EX
Decedent's Name:
MARIE
A BECHTEL
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 & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
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 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 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 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_ 0.00
16. Amount of Line 14 taxable
at lineal rate X.O 45 271,469.25
17. Amount of Line 14 taxable
at sibling rate X .12 0.00
18. Amount of Line 14 taxable
at collateral rate X .15 90,489.75
15.
16.
17.
18.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L
15056052059
Side 2
186-28-6264
Decedent's Social Security Number
0.00
0.00
0.00
0.00
392,075.00
0.00
0.00
392,075.00
30,116.00
0.00
30,116.00
361,959.00
0.00
361,959.00
0.00
12,216.00
0.00
13,573.00
25,789.00
15056052059
--.J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
DECEDENrs NAME DECEDENTS SOCIAL SECURITY NUMBER
MARIE A BECHTEL 186-28-6264
STREET ADDRESS
4833 TTINDLE ROAD
CITY I STATE I ZIP
MECHANICSBURG PA 17050
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
25,789.00
0.00
425.00
1,270.00
Total Credits ( A + B + C ) (2)
1,695.00
3. InteresUPenalty jf applicable
D. Interest
E. Penalty
0.00
0.00
TotallnterestlPenalty ( D + E ) (3)
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)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(SA)
(5B)
0.00
0.00
24,094.00
0.00
24,094.00
5. If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "XW IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 0 [KJ
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 00
c. retain a reversionary interest; or.... ........... ....... ................. .............................,.... ..................... ............................ 0 [i{]
d. receive the promise for life of either payments, benefits or care? ...................................................................... D lil
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ..... ....... ......... ............ ............ .................. ................... .......... .................. D [KJ
3. Did decedent own an "in trust fO~' or payable upon death bank account or security at his or her death? .............. D IKl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............ ......... ................ ......................... ......................... .................. ............... D ~
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 iqK)Sed on the net value of transfers to or for the use of the surviving spouse
is three (3) permnt [72 P.S. ~9116 (a) (1.1) 0)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot 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 tom 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 chid 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}].
REV-1508EX+ (6-98) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
BECHTEL
FILE NUMBER
2006-00141
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
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1 PNC CHECKING AceT.NO. 5004125962
2 PNC SAVINGS NO. 5004381894
3 COUNTRY MEADOWS REFUND
21.377.66
4 VERIZON REFUND
368,419.55
2,271.36
6.02
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
392.074.59
REV-1S11 EX+ (12-99*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
seNEDULI N
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
BECHTEL
FILE NUMBER
2006-00141
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
NEILL FUNERAL HOME-CAMP Hill
MEALS-DUKES RIVERSIDE RESTAURANT
8,285.00
67.00
2
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) SAMUEL J MAGARO
19.604.00
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 2212 DOVER ROAD
City HARRISBURG
. State PA Zip 17112
Year(s) Commission Paid: 2006
2.
Attorney Fees
150.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State .Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. 2005 FED. INCOME TAX
2005 PA.INCOME TAX
PATRIOTINEWS-ESTATE NOTICE
425.00
1,202.00
292.00
90.63
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
30.115.63
REV-1513 EX+ (9-00)
*'
SCHEDULE I
BENEFlCIARES
COMMONWEAl. TH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BECHTEL
FILE NUMBER
2006..00141
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List TrustBe(s) OF ESTATE
I TAXABLE DISTRIBUTIONS Vnclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)J
1 GORDON NEEL Y,111 FOX HOLLOW DR,PO BOX 364 DRUMS,PA 18~ BROTHER~IN-LAW YLf
2 WENDY BECHTEL 6 RIFE DR MECH.PA17050(widow-not remarried) DAUGHTER-IN-LAW ~'fl
3 TONY M. BECHTEL(sameaddress) GRANDDAUGHTER lftf
4 MICHAEL C BECHTEL(same address) GRANDSON '/If
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
n NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
STATUS REPORTillIDERRULE 6.12
Name of Decedent: MARIE A. BECHTEL
SS:U: lAn-?A-f\?f\4
Date of Death: FEBRUARY 7, 7006
1--; 1 ~
.. No.: 2006-00141
Ach~in..No.: 21-06-0141
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 ~ No 0
2. If the answer is No, state 'when the personal representative reasonably beljeves
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 ~Tith the Court?
Yes ?f No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes KJ No 0
c. Copies of receipts, releases, joinders and approval offonnal or
informal accounts may be filed with e Clerk of the Orphans' Court
and may be attached to this report.
Date: fi fab
Si
S~MUEL J. MAGARO, EXECUTOR
Name
2212 DOVER ROAD, HBG, PA 17112
Address
717-652-2733
Telephone No.
Capacity: .B Personal Representative
'---'~.,.. . ,
LJ. counsei ror persona.i It!?lc;SC;l1ta.tiYt
CERTIFICATfON OF NOTICE UNDER RULE 5.6(a)
N'arne of Decedent:
MARTE ~. BECHTEL
Date or Death:
FEDRUARY 7, 2006
\Vil1 No.
2006-0n]41
Admin. No.
21.06.0141
To the Register:
I. certify that notice of (benef;kiai inter-est) estate administration required by Rule 5.6(a) of the Orph.at.'s~ Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on ~'? 1/'jL-IU6 :
'- '
N a...lTI e
Address
CORDON NEELY
111 FOX HOLLOW DR, P.O. BOX 364, DRUMS, PA 18222
WENDY J BECHTEL
6 RIFE DR, MEeH, PA 17050
TONY -MARIE BR~Hrr"RT.
It
"
SAME AS l\BOVE
MICHAEL C. BECHTEL
It
"
~AME AS ABOVE
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
~/)'f/Db
I I
~
Name
SAN-DEL J. MAGARO 1 EXECTJ'f()R
Address
2212 DOVFR ROAD
HARRISBURG, PA 17112
Tele'9hone {7l.-J 652 - 27 33
Capacity: """**- Personal Representati ve
_C:villL~cl {or !Jersonai repreSei"Hati'\.Je
.. ..
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Joseph A. Dennison, being duly sworn according to law, deposes and says:
That he is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the
laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market
Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-
News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market
Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were
established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever
since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published
in their regular daily and/or Sundayl Metro editions which appeared in the 21st day(s) of February and the 1st and
8th day(s) of March 2006. That neither he nor said Company is interested in the subject matter of said printed
notice or advertising, and that all of the allegations of this statement as to the time, place and character of
publication are true; and
That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this
statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed
and adopted severally by the stockholders and board of directors of the said Company and subsequently duly
recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M",
Volume 14, Page 317.
PUBLICATION
COPY
NOTAR PUBLIC
My commission expires June 6, 2006
ESTATE NOTICE
LETTERS TESTAMENTARY Inthees -
tate of Marie A. 8eclltel, late of Country
MeadowS, Mechanlcsburv, Cumberland
COUnty, Commonwealth of Pennsylvania.
having btten granted to the undenlgned, all
persons Indebted to sold estate are request -
ed to make Immediate payment and those
having claims present them for settlement
without delOY to:
samuel J. Magaro, Executor
2212 Dover Road
HarrIsIMI.... PA_17112
SAMUEL J. MAGARO
cia ESTATE OF MARIE A. BECHTEL
2212 DOVER ROAD
HARRISBURG, P A. 17112
l!ht patriot ';l\Itws
Now you know
Customer
Magaro
Payer
Magaro
2212 Dover Road,Estate of Marie A. Bechtel
Harrisburg PA 17112 USA
'-''' ~ '" ,. U J
Order Confirmation
Orderer Account Number
40098
Payer Account Number
40098
Ad Order
Sales
Order Taker
Order Source
0001458566
kkline
kkline
Phone
SDecial Pricina None
PO Number
Ordered By
Customer Fax
Customer EMail
Sam
Customer Phone 717-652-2733
Paver Phone 717-652-2733
Tear Sheets
o
Proofs
o
Affidavits
1
Invoice Text
Ad Order Notes
Materials
Total Ad Cost
$90.63
$0.00
$90.63
Payment Amount
Amount Due
Blind Box
Payment Method
Promo Type
'i))~/Olp
~ 3/ f}(
/
Ad Number Ad TYDe
0001458566-0' Legal Liners
Ad Size
:1.0X13Li
Production Method Production Notes
Ad Booker
Color
<NONE>
Product Information
Classification
PNCO: :Full Run
846-Estate Notices-West
# Inserts
Run Dates
2/21/20061 3/1/20061 3/8/2006
3
Run Schedule Invoice Text .
ESTATE NOTICE LETTERS TESTAMENTARY in the estate of Marie A. BechkJ
3/8/2006 8:21 :29AM
1
...... . ........ ... ...... .~LLARS
100
.'e" .... ... .. ... . .... ....... .... ... II.. .. .. .... .. .. .... .. .. .... .. .. ...... .. .. .. .. .... .. .. .. .. .. .. ... .. .. .... .. .. ..
~I
Per .................... .. ............................................
THANK YOU
3401 MARI\c: I ;;), H~. CAMP HilL, PA, 17011
TEL: (717) 737-8726 FAX: (717) 737-1859
Mr. Sam Magaro
2212 Dover Road
Harrisburg, PA 17112
Services For: Marie Agnes Bechtel
Services of Funeral Director and Staff . . . . . . . . . . . . . . . . .. $
Washing and Disinfecting of Unembalmed ..............
Dressing and Casketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Memorial Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Transfer of Remains ... . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Hearse/Coach and Driver . . . . . . . . . . . . . . . . . . . . . . . . . . .
Safety/Lead Vehicle and Driver . . . . . . . . . . . . . . . . . . . . . . .
Flower Van and Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Q02 605 B EARTHTONE . -. . . . . . . . . . . . . . . . . . . . . . . . . .
Sentinel Protective Burial Vault . . . . . . . . . . . . . . . . . . . . . . .
Flowers .............. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Cemetery Tent & Grave Equipment . . . . . . . . . . . . . . . . . . . .
Patriot News Obituary (2 days) .......................
Rev. Paul C. Helwig .... . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Death Certificates 20 @ $6.00 each ..................
Package Savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Gate of Heaven Cemetery .. . . . . . . . . . . . . . . . . . . . . . . . . .
Total Funeral Charges
Adjustments (Payments)
Balance Due on Account
3401 ]\ilarkct Sl reel
Camp HilL PA - 17011-4428
l el 7 1 7 737-8726
[ax 7 I 7 737 -IS ')9
Rebecca J. Donahue, Supervisor
3501 Derry Street
Harrisburg, PA - 17111-1817
tel 717 564-2633
fax 717 561-9918
Stephen J. \Vilsbach, Supervisor
February 24, 2006
Ref No.: 1003192/ C06 019
1,935.00
315.00
150.00
515.00
415.00
315.00
205.00
100.00
1,695.00
1,295.00
196. 1 0
175.00
228.90
100.00
120.00
(405.00)
930.00
$
$
$8,285.00
(8,285.00)
$
$0.00
Member of
AL DE RW cx::::> OS
GROUP
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013 311
I q '1.0 '3et!
W - -I (,
tr)(...\ .
Receipt Date:
Rece.:!-pt Time:
Rece~pt No.:
~., .....
2/13/200b -
13:20:32
1043360
BECHTEL MARIE A
Estate File No. :
Paid By Remarks:
2006-00141
SAMUEL MAGARO
RBK
Fee/Tax Description
PETITION LTRS TEST
WILL
SHORT CERTIFICATE
JCP FEE
AUTOMATION FEE
Check# 6350
Total Received.........
Receipt Distribution
Pa~ent Amount Pay
210.00 CUM
15.00 CUM
20.00 CUM
10.00 BUR
5.00 CUM
----------------
$260.00
$260.00
. _l \ _
~~ Few G;t'
0044 U0wt' :1 y
Server: RVAh C (.59) ~17
02/11/06 14:27 J Swiped Termina 1; 3
DUKE'S RIVERSIDE
313 S. FRONT STREET
WORHELVS6URGsPA 17043
(717)737-1313
MERCHANT #:
a
.J" :"
(" J;
I, ,'-
~ -l
@
CARD TVPE ACCOUNT NUMBER
AMERICAN EXPRES XXXXXXXXXXXX1006
Name: SAMUEL J MAGARO
00 TRANSACTION APPROVED
AUTHORIZATION #: 552926
Batch_':_538_Sequence_#:_18
Reference: 0211010000044
TRANS TYPE: Credit Card SPlE
TOTAL:
56 _ 8e)
TIP:
TOTAL:
fQ.~:J
.~..~. .~~..,
~Ii}'_~_7f~!.!'~~_,,~_,_~~_~-~_~'!.~/.:__~_~~_~_.., C k -, !!r __~_~~il?_:._llf"
:...... ~ - ':'!l,T~l~ -~X~JT~
QPNCBAN<
NO. z..
DATE ~J ,)./ /P/.
j PAYTOTHE C- /1 r J --- a.r 0 I
2 : ORDER OF-------C.Ln 1'\ U Cl- J. M. rNt A 15.0 ~ ~ I $ 3). 7. t)d
i" 4~";J 4~.:e~ ::J~~ - -- ~~-
II -UOLLARS l.!J00INa..._.
· J ?t1 'ALul
'i ESTATEOF 't). - t'-"-:~r~f ~J8rtAl(JR
_, Yo ~ =--=-_====_~-=_~-~_=_=-=-~=: J ~A1lVE
':0 ~ J. ~ J. 2 ? 38': 500 :I ? 3 ~ I;B 3"
~~N.A 040
Cc:atral PA
60-12131313
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Make check payable to: Pennsylvania Department of Revenue
Mail to:
Pennsylvania Department of Revenue
Payment Enclosed
1 Revenue Place
Harrisburg PA, 17129-0001
Note: Write your SSN (and spouse's ssn if filing joint),
daytime phone number and tax year on your check.
CUT ALONG DOTTED LINE
-AA~~lom&~------1---2oo5-pi:i-----PA-PAYMENT-VoicHER-~---------------
r -d40V .."1- -f~~ -,
186-28-6264 BE l?J 1ft) ~ 0500917802
~I PA YMENT AMOUNT
$
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(~~292.~,J
BECHTEL
MARIE
A
717 652 2733
2212 DOVER ROAD
HARRISBURG
PA
17112
DEPARTMENT USE ONLY
I
Make check or money order
payable to the Pennsylvania
Department of Revenue
.
I
.
L
To pay your taxes using an Discover, American Express, Visa or MasterCard,
visit www.officialpayments.com or call 1-800-2PAY-TAX (1-800-272-9829).
To pay your taxes due by check, mail this form to the address listed below.
.1
----
186-28-6264
Form 1040-V (2005)
____________________!_~~~~~~~~~~~~~~~~~e~~~~~~~!____________________.
Form 1040-V ~ayment Voucher
/ //-)
11, 2o~~l
INTERNAL REVENUE SERVICE ~
PHILADELPHIA, PA 19255-0102 ~~
~?V
Department of the Treasury
Internal Revenue Service
2005
· Use this voucher when making a payment with Form 1040.
. Do not staple this voucher or your payment to Form 1040.
. Make your check or money order payable to the 'United States Treasury:
. Write your social security number (SSN) on yOUI" chedr. or money order.
I Enter the amount I
of your payment ........ ....
FOIA860 1 12115105 1030
MARIE A BECHTEL
2212 DOVER ROAD
HARRISBURG PA 17112
3/ 5,/0 ~ <$
yJ.'
Issued EIN
"
Page 1 of 1
t.~
~~ . .f . The
"liill Internal Revenue Service Digital
DEPARTMENT Of THE TRERSURY Daily
Federal Tax 10 I EIN
This is your provisional Employer Identification Number:
20-6829202
Today's Date is: February 13,2006 GMT
You will receive a confirmation letter in U.S. mail within fifteen days.
The letter will also contain useful tax information for your business or organization.
If you have input any of the information on your application in error, please wait
seven days and contact the EIN Toll Free area at 1-800-829-4933, Monday-
Friday, 7:30am - 5:30pm. If you do not want to call, please make corrections on
the letter you receive confirming your EIN and return it to the IRS.
If you are going to complete other on-line applications that require your Employer
Identification Number(EIN) you can copy it by performing the following steps:
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your pointer on top of the number.
2) Press the Ctrl key at the same time pressing the C key.
Once you copy your EIN you can paste it in the appropriate place by pressing the
Ctrl key at the same time pressing the V key.
You may click on the buttons below for different print options or to fill out another
Form 88-4.
;;,c;:,B_l~L ;0'1;,W;WJjtjJ;tl't~;'~~~R~P~,~~.....
Click her~ to return to the Internet Employer Identification Number
landing (start) page. '
o PNCBAN<
February 23, 2006
Mr. Samuel J Magaro
2212 Dover Rd.
Harrisburg, PAl 7112
scp
RE:
Estate of Marie A Bechtel (Deceased)
SSN: 186-28-6264
DOD: 02-07-2006 .
/
Dear Mr. Magaro:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account #5004125962
Established 03-08-2004
MARIE A BECHTEL
DOD balance: $21,374.85 + $2.81 accrued interest
Savings Account
Account #5004381894 Established 03-08-2004
MARIE A BECHTEL
DOD balance: $368,021.79 + $397.76 accrued interest
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
~;l~
Erica L Schlegel
1-800-762-1775
P7 -PFSC-04-F
500 First Ave.
Pittsburgh P A 15219
Member FDIC
REGISTER OF WILLS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF LETTERS
No. 2006-00141 PA No. 21-06-0141
Es ta te Of: MARIE A BECHTEL
(First, Middle, Last)
Late Of:
HAMPDEN TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Securi ty No: 186-28-6264
WHEREAS, on the 13th day of February 2006 an instrument dated
March 31st 2004 was admitted to probate as the last will of
MARIE A BECHTEL
(First, Middle, Last)
la te of HAMPDEN TOWNSHIP, CUMBERLAND County,
who died on the 7th day of February 2006 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH Register of wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
SAMUEL J MAGARO
who has duly qualified as EXECUTOR(RIXj
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set 'my hand and affixed the seal
of my office on the 13th day of February 2006.
G~~ ';~ ~
Register of Wills
~~ ~ v...~~~~ ~~ ~+
'Deputy -J
MARIE A. BECHJ'EL
FILE NO 05-04-W
LAST WILL AND TESTAMENT
of
MARIE A. BECHTEL
BE IT REMEMBERED, that I, MARIE A. BECHTEL of 4833 E. Trindle Road, Room 557,
Mechanicsburg, PA 17050, being of sound mind, memory and understanding, do make, publish
and declare this asand for my Last Will and Testament, hereby revoking and making null and void
any and all Wills and Testaments and writings in the nature thereof by me, at anytime heretofore
made.
ITEM 1. BACKGROUND INFORMATION:
The following is, background information pertaining to myself and my family:
l~'~.)
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A.
I was born on April 4, 1938.
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B.
My social security number is 186-28-6264.'
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I am widow.
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D.
I have one deceased child, Charles Bechtel
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E. I have two (2) grandchildren:
1. Michael Bechtel.
2. Toni Bechtel.
F. I have a daughter-in law, Wendy Bechtel.
G. i I have a brother-in'law, Gordon Neely.
J
!
ITEM 2. j DEFINITIONS:
The f9110wing definitions shall apply to this my Last Will and Testament:
!
A. I My Will: The term "my Will" as used in this my Last Will and Testament shall mean
! this my Last Will and Testament.
i
B. 1 Personal Representative: The term "my Person~1 Representative" as used in my
i Will means the Executor or Executrix of my Estate, or any other title of like import which
is used to describe such a fiduciary.
C. Trustee: The term "my Trustee" as used in my L1(ill shall mean the Trustee of any trust
created in my Will.
MARIE A. BECHTEL
FILE NO 05-04- vi
D. Guardian of Minor's Property: The term" my Guardian of Minor's Property" as
used in my Will shall mean the Guardian over any property which passes either under
my Will or otherwise to any beneficiary who is then a minor, which guardian shall act as
the guardian of the minor children's property during minority.
E. My Estate: The term limy Estate" as used in my Will means all property of whatsoever
nature and wheresoever situate, whether it be real, personal or mixed, including any
insurance policies therefor, property over which I have power of 'appointment, and
proceeds from any -insurance policies payable to my Estate in which I have an interest
upon my death and which is to be distributed to a beneficiary under the law pursuant
to the terms of my Will or as the result of intestacy.
F. Residuary Estate: The term "my Residuary Estate" as used in my Will means all the
rest, residue and remainder of my Estate remaining after payment of all of my last
debts, funeral expenses taxes and administration expenses and any other expense, or
e:xpenditure required to be made as the result of my death and after distribution of the
Tangible Personal Property and any special bequests specifically set forth herein.
G. Per Capita: The term "per capita" as used in my Will means that whenever a
distribution is to be made to a person, the property to be distributed to that person shall
be distributed only if that person survives me. If that person has not survived me, the
distribution to that person shall lapse and be deemed void.
H. Survival: The term "survive me", or any derivative ther~of, as used in my Will means
that,any person or organization herein named or referred to shall be deemed to have
survived me only if such person or organization shall in fact survive me for a period of
at least thirty (30) days. Any person or organization named or referred to herein who
shall not survive me by a period of thirty (30) days shall be deemed to have died before
I do.
ITEM 03. APPOINTMENT OF PERSONAL REPRESENTATIVE:
The following shall apply to the appointment of my Personal Representative:
A. 'I appoint Samuel J. Magaro as my Personal Representative.
B. l Should Samuel J. Magaro predecease me, fail to qualify, cease to act or renounce the
I appointment as my Personal Representative, I then appoint Diane G. Radcliff, Esquire
i as my Personal Representative.
!
ITEM 04. APPOINTMENT OF TRUSTEE:
1 . -
The f~lIowing shall apply to the appointment of my Trustee:
I '
A. 1 I appoint Samuel J. Magaro as my Trustee.
B. I Should Samuel J. Magaro predecease me, fail to :qualify, cease to act or renounce the
\ position of Trustee, I then appoint Diane G. Rad~liff, Esquire as my Trustee.
i
ITEM 05. APPOINTMENT OF GUARDIAN OF PROPERTY:
The fpllowing shall apply to the appointment of my Guardian of Minor's Property:
!vIARIE A. BECH'JEL
FIbE NO 05-04- W
A. I appoint Wendy Bechtel as my Guardian of Minor's Property.
B. Should Wendy Bechtel predecease me, fail to qualify, cease to act or renounce the
appointment as my Guardian of Minor's Property, r then appoint Samuel J. Magaro as
my Guardian of Minor's Property.
c. Should Samuel J. Magaro predecease me, fail to qualify, cease to act or renounce the
position of my Guardian of Minor's Property, I then appoint Diane G. Radcliff, Esquire
as my Guardian of Minor's Property.
D. This appointment of the Guardian of Minor's Property shall not supersede the right of
any fiduciary in his discretion t~ distribute a share where possible to such beneficiary
or to another for such beneficiary's benefit. My Guardian of Minor's Property shall have
the power to use principal as well as income from time to time, for the beneficiary's
support and education.
ITEM 06. DEBTS AND FUNERAL EXPENSES:
I direct that all my just debts and funeral expenses appropriate to my station in life and custom
of living (including appropriate monument or marker for my grave) be paid as soon after my
demise as may be convenient.
ITEM 07. ADMINISTRATION EXPENSES:
I direct that all of the expenses of the administration of my Estate including, but not limited to,
probate and other Court fees and reasonable commission for my Personal Representative and
any attorney retained by my Personal Representative, be paid as such expenses are incurred
and as soon after my demise as may be convenient.
ITEM 08. -PAYMENT OF TAXES:
I direct my Personal Representative to pay all inheritance, estate, succession and legacy taxes
of whatsoever nature and kind, to which my Estate or any person receiving the transfer of any
property passing hereunder or otherwise passing by reason of my demise, may be subject and
to charge such taxes against my Residuary Estate, it being my intention that none of the
aforesaid taxes, either federal or state, or any property required to be included in my gross
estate, under the provisions of any state or federal law now in force or hereafter enacted, shall
be pr~rated among the persons interested in my Estate to whom such property is or may be
transferred or to whor11 any benefft accrues.
ITEM 09~. TANGIBLE PERSONAL PROPERTY:
I give land bequeath all tangible personal property owned by me at my death and all insurance
policies on such property as follows:
A. ! Memorandum: To those individuals who survive me and who are designated on a list,
! memorandum, or Bequest of Personalty form signed by me which refers to my Will or
: is found with a copy thereof, I give and bequeath the items listed beside his/her name.
B. ; Remainder Distribution: The balance (including ,any items to be distributed under this
i Item, the bequesfof which has lapsed) shall beco;me part of my Residuary Estate and
distributed to the beneficiaries and in the proportions herein provided.
MARIE A. BECHTEL
FILE NO 05-04-W
C. Method of Distribution: My Personal Representative shall have the right to dispose
of said remaining items of personalty set forth in subparagraph B. of this Item, either in
kind or in cash as a result of liquidation thereof as my Personal Representative, in my
Personal Representative's sole discretion, deems 'appropriate under the circumstances.
It is my intent, however, thatshould any beneficiary of my Residuary Estate desire to
receive a particular item in kind which was not specifically bequeathed to that
beneficiary, to the extent reasonably possible, my Personal Representative shall
attempt, but not be obligated, to follow that beneficiary's request.
D. Safekeeping: If any beneficiary of any item of tangible personal property aforesaid has
not yet attained the age of eighteen (18) at the time of my death, I direct that my
Personal Representative, hereinafter named, to hold said items in safekeeping for that
beneficiary and to deliver the same to that beneficiary upon he or she reaching age
eighteen (18), or at such earlier age if my Personal Representative deems the
beneficiary to be of appropriate age and maturity to receive said items of personalty.
For these purposes my Personal Representative shall be entitled to use or set aside
from my Estate sufficient funds to provide for that safekeeping.
ITEM 10. RESIDUARY ESTATE:
I give, devise and bequeath my Residuary Estate.to Michael ~echtel, Toni Bechtel, Wendy,
Bechtel and Gordon Neely in equal shares per capita.
ITEM 11. TRUST PROVISIONS:
In the event any beneficiary herein has not then reached the age of eighteen (18), that
beneficiary's share shall be held by my Trustee in trust for the following uses and purposes and
subject to the following terms and conditions:
A. Separate Account: I direct my Trustee to maintain a separate account for each
beneficiary for the property beq~eathed and devised to that beneficiary.
B. Management and Distributions: My Trustee shall have, hold, manage, invest and
reinvest the principal of the trust for each beneficiary, and during the continued
existence of the trust, pay to or for each beneficiary's benefit, so much of the net
income and so much of the principal of the beneficiary's trust as, my Trustee, in his/her
sole discretion, may deem necessary, proper and/or appropriate to maintain the
beneficiary in the property station in life, including, but not limited by way of
specification, payment of expenses for proper support, maintenance, room and board,
education, medical, hospital, dental, optical, and psychological/psychiatric care. Any
unused income shall be accumulated.
C. Distribution Amount-Other Considerations: The amount to be paid for the benefit
of the beneficiary shall be determined by my Trustee, in his/her sole discretion, and
from time to time, after consideration of the beneficiary's needs, other income and
assets, including any income payable for the benefit of the beneficiary from other
sources, including but not limited to, other trusts, social security benefits and/or other
governmental benefits.
D. Distribution-Person or Institution: The said payments may be made, as my Trustee
deems appropriate, directly to the beneficiary if the beneficiary is, in the sole opinion of
""". I ,..., H"+r.~ nf ~n ~(1P ~nrl abilitv to handle the funds so paid; or directly to the person
MARIE A. BECHTEL
FILi3 NO 05-04- W
having custody and care of the beneficiary; or directly to any institution entitled to such
payment by reason of services rendered or to be rendered to the beneficiary.
E. T~rmination _ of Trust and Final Distribution: When the beneficiary reaches age
eighteen (18), the then remaining assets, principal and any accumulated or
undistributed income of the beneficiary's trust shall be distributed to the beneficiary
outright and absolutely.
F. hnmediate Distribution: If, at the establishment of the trust, the beneficiary has
already attained an age at which a distribution would have been made, the portion
which would have been distributed at such prior age shall be paid to him/her
immediately.
G. Termination of Trust Due to Death of Beneficiary Before Final Distribution: If the
beneficiary should die before final distrihution of the assets of the beneficiary's trust,
t~en the proceeds of the beneficiary's trust shall be distributed amongst the then
surviving beneficiaries of my Residuary Estate, in the proportions therein provided,
subject to the terms and conditions of this Trust, if then applicable.
H. No Alienation: No part of the income or principal of the property held under the trust
established hereunder shall be subject to attachment, levy or seizure by any creditor,
spouse, assignee, trustee or receiver in bankruptcy of any beneficiary prior to his/her
actual receipt thereof. My Trustee shall pay over the net income and the principal to the
parties herein designated, as their interests may appear, without regard to any
attempted anticipation, alienation, assignment, attachment, and pledge, and without
regard to any claim thereto or any attempted levy, attachment, seizure or other process
against the beneficiary.
I. Termination of Trust Due to Size: Should the principal of the Trust herein provided
for be or become too small in my Trustee's discretion so as to make establishment or
continuance of the trust inadvisable, my Trustee or Personal Representative may make
immediate distribution of the then-remaining assets, principal and any accumulated or
undistributed income outright to the-person or persons and in the proportions they are.
, entitled, and if any such person is a minor then to the Guardian of the Person of that
1 minor beneficiary.
I
ITEM 121. NO BONDING REQUIREMENT:
I diredt that my Personal Representative, my Guardian of Minor's Property and my Trustee,
or th~ir successors, shall not be required to give bond for the faithful performance of their
dutie~ in any jurisdiction.
IN WITNtSS WHEREOF, I have hereunto set my hand and seal this 3/~ay of 77J:ut.e--Iv
2004. I
WITNESS:
i
~~~(
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{SEAL}
MARIE A. BECHTEL
.. FiLE NO 05-04-W
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
We, MARIE A. BECHTEL, Diane G. Radcliff, Esquire, and 'D.ehrct f(. FEf..l&~
the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix
signed and executed the instrument as Testatrix's Last Will and Testament and that Testatrix had
signed willingly (or willingly directed another to sign for the Testatrix), and that Testatrix executed
it as Testatrix's free and voluntary act for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to
the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound
mind and under no constraint or undue influence.
'7>>~ Cl, ~
MARIE A. BECHTEL
~
{SEAL}
(
Sworn to/and subscribed to
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before mb this0/<tl- day
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of ?r14'~ , 2004.
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IN THE MATTER OF THE ESTATE OF:
MARIE A. BECHTEL
CUMBERLAND COUNTY
NO. #2006-00141
RECEIPT AND RELEASE
Know all persons by these presents that the undersigned does hereby
acknowledge receipt and grants to Samuel J. Magaro, Executor, of the above named
Estate in consideration of said payment bereby release, remise, quit claim, and
forever discharge bim from aU actions, suits, payments, accounts, reckonings, claims
and demands whatsoever for or by reason thereof, and of and from all other
matters, courses or things whatsoever relating to the Estate.
In witness wbe~f, tbe un ersigned bas caused tbis instrument to be
executed on the ~ ~ day of 2006.
~~
NESS
~~ .
C?GORDONNh~
"-'.~~ ~~\
WENDY J. B HTEL
~(- vf1edrJd
MICHAEL C. BECHTEL
'- "-~~\"\ ~~~ \
WENDY J. BJCHTEL, TRUSTEE
FOR
TONY M. BE~_T~7h p.
~/IV~