HomeMy WebLinkAbout06-27-06
E\!.15Q(1 EX (6-0lJ)
REV-1500
FILE NUMBER
Z-I-Ob
o ~ 3 7
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COUNTY CODE
YEAR
NUMBER
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Z
W
C
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DECmENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Mahon, Paul E., Sr.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
03-17-2006 09-01-1917
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
204 - 01
4738
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[K] 1. Original Return
o 4. Limited Estate
I]g 6. Decedent Died Testate (Attach copy of Will)
o 9 litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a I_iving Trust (Attach copy of Trust)
D 10. Spousal Poverty Credit (date of deatr, between 12-31-91 and 1-1-95)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST .l3E COMPLETEI'). .ALL CORRESPONOENCE.ANOC9NFI0'~'tIA.~'l'~IN'OR""AtION$tiOQLP af!'ptjqecTEP10:<
NAME COMPLETE MAILING ADDRESS
Jerry A. Weigle, Esquire
FIRM NAME (If Applicable)
WEIGLE & ASSOCIATES, P.C.
126 East King Street
Shippensburg, PA 17257
c,..;.
27,977 .39
(11)
(12)
(13)
1,441.00
26,536.39
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TELEPHONE NUMBER
717-532-7388
(14)
26,536.39
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5) 20,327.86
(6) 7,649.53
(7)
(8)
(9) 1,441.00
(10)
1,194.14
1,194.14
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20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALLQUESTlONSON REVERSe SIDEAND RECHeCK MATH < <
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x .0_ (15)
45 (16)
x .0_
x .12 (17)
x .15 (18)
(19)
16. Amount of Line 14 taxable at lineal rate
26,536.39
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
Decedent's Complete Address:
STREET ADDRESS
17 East Burd Street
CITY
Apartment 6
Shippensburg
PA
I STATE
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
I ZIP
17257
1,194.14
1 , 134 .43
59.71
Total Credits ( A + B + C ) (2)
1,194.14
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
o
o
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
o
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
c. retain a reversionary interest; or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ..................................................................... 0
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0
No
[K]
KJ
KJ
KJ
[]
[]
[]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief, It is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which pre parer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
$......J f, ) J7 A,'l...t ___ ;~.
Paul E. Mahon, Jr.
Shippensburg, PA
/.,
17257
Jerry A. Weigle, Esquire
ADDRESS
Street, Shippensburg, PA
DATE
') ,-- '1'2.- 0 (;
DATE
(i---2Z-C1 J
17257
For dates of death on or after July 1, 1994 and before January 1,995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. S9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S9116 (a) (1.1) (ii)
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren
or a stepparent of the child is 0% [72 P.S. s9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. S9116(1.2) [72 P.S. s9116(a)(1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. s9116(a)(1.3)]. A sibling is defined, under Section 9102, as al
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-15G8 EX+ {2-871
EST-AI E OF
.."".,
-,.
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Type
FILE NUMBER
2-1 -0 b-0537
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Paul E. Mahon, Sr.
(AI! property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
12,661. 70
2.
3.
4.
5.
6.
,
7.
8.
9.
10.
11.
12.
Transamerica Life Insurance Company Annuity 02ARK001371
Patriot Federal Credit Union Prime Share Account
1,012.45
Accrued interest to date of death
1.58
AIG Annuity Insurance Company Contract XP221282
5,163.99
Cash on hand in safe deposit box
58.17
497.39
Household Contents (apartment)
AAA Southern Pennsylvania - refund 4-7-06
28.34
Sprint - refund 4-13-06
45.24
Erie Insurance - auto p~emium refund 5-9-06
584.00
Erie Insurance - personal property premium refund 5-9-06
121. 00
News Chronicle - refund 4-13-06
21.00
Comcast Cable - refund 5-3-06
19.45
Chambersburg Hospi~al - refund 5-31-06
113.55
TOTAL (Also enter on line 5, Recapitulation) $
20,327.86
(Attach additional BV," X 11" ,heel, if more 'pace is needed.)
REV.1509 EX . (1.97)
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Paul E. Mahon, Sr.
FILE NUMBER
2. I -D" - 0 5 3 7
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
Paul E. Mahon, Jr.
7891 Molly Pitcher Highway
Shippensburg, PA 17257
Son
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY 'Io0F DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DE CD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A, 1980 M & T Bank Checking Account 97370169 3,798.76 50% 1,899.38
Accured interest to date of death .30 50% .15
2. A. 2004 2005 Ford Focus 11,500.00 50% 5,750.00
TOTAL (Also enter on line 6, Recapitulation) $ 7,649.53
(If mrm' "n::lr.R i" nRRrlRrl in"Rrt ::lrlrlitinn::ll "hRRt" nf thR "::lmR "i7R\
REV-1511 EX. (7-88)
ESTATE OF
ITEM
NUMBER
A.
1.
B.
1.
2.
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Please Print or Type
FILE NUMBER
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Paul E. Mahon, Sr.
2./-0'--0537
DESCRIPTION
AMOUNT
Funeral Expenses:
Fogelsanger-Bricker Funeral Home
1,077.00
Administrative Costs:
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
Attorney Fees
Weigle & Associates, P.C.
350.00
3. Family Exemption
Claimant
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Relationship
Address of Claimant at decedent's death
Street Address
City
State
Zip Code
Probate Fees
Miscellaneous Expenses:
Register of Wills, Cumberland County - filing PA Inheritance
Tax Return
14.00
TOTAL (Also enter on line 9, Recapitulation)
$
1,441.00
(If more space is needed, insert additional sheets of same size.)
REV-1513 EX+ [2-87)
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SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF P~NNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Paul E. Mahon, Sr.
Z) -of, -05" 37
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTATE
A. Taxable Bequests:
1. Paul E. Mahon, Jr. Son 100%
7891 Molly Pitcher Highway
Shippensburg, PA 17257
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $
(If more space is needed, insert additional sheets of same size)
<'----~
"'~-_.._~..
LAST WILL AND TESTAMENT
I, PAUL E. MAHON, SR., of 214 West King Street, Shippensburg, Cumberland County,
Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish
and declare this my Last Will and Testament, hereby revoking and making void all
wills by me at any time heretofore made.
FIRST.
I order and direct the payment of all my just debts and funeral expenses as
soon as may be convenient after my decease.
SECOND.
I give, devise and bequeath all my estate, real, personal and mixed,
whatsoever and wheresoever situate, to my beloved wife, VERNA G. MAHON, absolutely.
THIRD .
In the event my said wife predeceases me or is not living on the 60th day
following my death, I then give, devise and bequeath my said estate to my son, PAUL
E. MAHON, JR., on a per stirpes distribution basis.
FOURTH.
I nominate, constitute and appoint my wife, VERNA G. MAHON, to be the
Executrix of this my Last Will and Testament; if she be unable to fulfill the duties
of Executrix, I then nominate, constitute and appoint PAUL E. MAHON, JR. to be the
Executor of this my Last Will and Testament.
FIFTH.
I direct that my personal representatives shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
~~ e. 01cthhJ--I-A/
MARK. WEIGLE AND PERI-<INS - ATTORNEYS AT LAW - 115 EAST KING STREET - SHIPPENSBURG. PA. 17257
IN WITNESS WHEREOF, I, PAUL E. MAHON, SR., have hereunto set my hand and seal to
this my Last Will and Testament, written on two pages, the first page signed for
identification only, this //...JIr\ day of F'E'r?G<u.I\RY, 1987.
J1J~4h, };f~~~
(SEAL)
.,
This instrument was by the Testator, PAUL E. MAHON, SR., on the date hereof,
signed, published and declared by him to be his Last Will and Testament, in our
presence, who at his request and in his presence and in the presence of each other,
we believing him to be of sound and disposing mind and memory, have hereunto
subscribed our names as witnesses.
SJ..:>JC7O::~
~ 17. ~ \o~VN-~
-2-
MARK. WEIGLE ."'-NO PERKINS - ATTORNE:VS AT LAW - 115 EAST KING STREET - SHIPPENSBURG. PA 17257
II
COMMONWEALTH OF PENNSYLVANIA
SSe
COUNTY OF CUMBERLAND
I, PAUL E. MAHON, SR., the Testator whose name is signed to the foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the 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 expressed.
-IJ~ t. '7Jt~~-J~/
Sworn or affirmed to and acknowledged
before me by Paul E. Mahon, Sr., the Testator,
this I/U day of .;;~ ,1987.
/n~ c. ~
Mary E. Seavers, Notary Public
Shlppef\&burg, PA Cumberland County
My Commission Expires July 27. 1190
<Ii
,I
MARK. WEIGLE AND PERKINS - ATTORNE'/S AT LAV" - 115 EAST KING STREET - SHIPPENSBURG, PA. 17257
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
we~~ ~~lS~
and
'L~ )/. ~ vJ(~t)
the witnesses whose names are signed to the foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw Testator
sign and execute the instrument as his Last Will; that he signed willingly and that
he executed it as his free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testator signed the will as
witnesses;
and that to the best of our knowledge the Testator was at the time
eighteen (18) or more years of age and of sound mind and under no constraint or undue
influence.
~ (yCX~~
"
JNv-h Y1. ~vJu-~~
Sworn or aff'
befor~ me ,by
and 'f'JJ.ivV:J..4 (_~.>N><"" ,
witnesses, this II day of
~~ . ' 1987.
rn~ C.~
Mary E. Seavers, Notary Public
Shippensburg. PA Cumberl!llld Co\JIIty
My Commission EJ<plres July 71'. 1990
II
MARK. WEIGLE AND PEHI-<:INS - P,TTORNEYS AT LAW - 115 E,l,ST KING STREET - SHIPPJ=:NSBURG, PP. 17 "~7
.-.
REV.485 EX+ (9.00)
'*
APR 2 0 2006
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128.0601
SAFE DEPOSIT BOX
INVENTORY
Please Print or Type
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER
f~.AATTE) (ZIP CODE)
f-ll.-\- \ -, d- 6
..,' (CITY)
SNP~i~
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAME) P
0-~
(STREET NAME)
7&91
~
~ \-kl0
(ZIP CODE)
\, .;). 'S ;
a, (NAME)P~
(STREET NAME)
'1 gq \
b. (NAME)
(Y\aJ~ ~
o II Pi \--ckI
(STREET NAME)
(CITY)
(STATE)
(ZIP CODE)
c. (NAME)
(RELATIONSHIP)
(STREET NAME)
(CITY)
(STATE)
(ZIP CODE)
NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
(NAME) fYl .~
(STREET ~ME) Sv
(ZIP CODE)
\-, ~
a.
b. (NAME)
(STREET ADDRESS)
(CITY)
(STATE)
(ZIP CODE)
r3SA'~
If yes,
a. Date of will:
- ?'l
b. Name and address of personal representative, if named in the will
(NAME) I'
I e..~'V~ ~
~T NAME)
c. Name and address of attorney, if any
(NAME)
r.> (NATE)
~-tt n~"1
(ZIP CODE)
SAFE DEPOSIT BOX INVENTORY
INSTRUCTIONS
Page
of-L
(1) Cash: Report total only
(2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Slacks are to be
designated by name of company, certificate number, date of certificate, name in which stock is registered, and
number of shares and class of stock.
(3) Obligations of U.S. Government: Number of items. date of issue, face value, names in which registered and
type of ownership, ie., jointly held, payable on death, etc.
(4) Bonds: Designate by name, amount, senal number, or other designation. (Bearer Bonds)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book,
name of bank and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible.
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully.
as possible.
(8) All other contents.
ITEM DESCRIPTION
I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS
CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF.
PERSON RECEIVING COPY OF
SAFE DEPOSIT BOX INVENTORY:
SIGNATURE
i
1
i
1I~
DATE
Po...l.<..1 ~.
CHECK APPROPRIATE BOX'
PRINT NAME
Lj~~~l
~ S "-:!:
o Exoculor(lrix) 0 Adminisl or(lnx)
o Estate Representative Joint owner ot safe deposit box
NOTE: Attach additional 8'/," x 11" sheet(s) if necessary or use duplicates of this page of form.
REV-487 EX+ (3-04)
'*
ENTRY INTO SAFE DEPOSIT BOX
TO REMOVE A WILL OR
CEMETERY DEED
Date of Entry
Month Day -- Year
5 - ~3-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
Please Print or Type
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS.
SOCIAL SECURITY NUMBER (Required)
DECEDENT'S NAME (Last. First, Middle)
Sr Po-\\ l
E
d. Y- O/lf73~
Ol,
{3u rd
s+
(V)CL"-GY\ Jr
p~~ ,~
. NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT B
M~~a~~~ l(\h S~~t--
Street Address . q
5 Ea.s\- 1(,(Il ST- S1 (
NAME AND ADDRESS OF PERSON REQUESTING THE
NF\
P'Cl. \J \
Street Address
12?q [
E.
MCJ\ \.
State Zip Code
fCl (7 dS
~YES 0 NO
TITLE OR NAME(S) UNDER HICH BOX IS REGISTER
rCLV I . AARhOl\ S r -PCLU \ 0..
If yes a. Date of will: ~ - I \
Month
City
State
Pel
Day
~eaJ
b. Name and address of personal representative(s), if named in the will:
Name
0.... \J MR-hoY\ J r
0:,\. :S Y"". . - d ett: eCiLS,e ~ State Zip Code
H U0Lj 7:J "" \ FP€r)<) /} '\rv:J f(t i ?
-7
Street Address
City
State
Zip Code
c. Name and address of attorney, if any:
Name
+-. ".(2r b'n..s
s+ 5h \~i'J\s1U) 'Po...
f7~'
Street Address
City
State
Zip Code
I certify under penalty of perjury that the above record is correct and complete to the best of my knowledge and belief.
o')~ f:.. J1! ~
ate
Signature
-;:> c-, ",,-.1 E. /V/ ",.J., L" J r
31:D1()~
-c,'O,-""c:.J...-
~\: ty\C9--Y\ (
Pnnt Name
The Department is authorized under federal law, 42 US.C. S 405 (c), to use the decedent's Social Security number in administering this state tax law.
The Department uses Social Security numbers to establish a decedent's identity and ensure proper credit for tax payments.
I
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Transamerica Life Insurance Company
4333 Edgewood Road NE
PO Box 3183
Cedar Rapids, Iowa 52406-3183
April 5, 2006
Estate of Paul E Mahon
c/o Weigle & Assoc, PC
ATTN Jerry A Weigle
126 East King Street
Shippensburg PA 17257-1397
RE: Annuity Number(s} 02ARK001371
Dear Estate of Paul E Mahon :
Our office has received your request concerning the above listed non-
qualified tax deferred annuity.
A Form 712 is not issued on tax deferred annuities. The taxable
portion of this policy will be reported on a Form 1099-R as taxable to
the beneficiary upon receipt of the funds. The value as of
03/17/2006, the date of death for Paul E Mahon is $12,661.70.
A death benefits options packet has been mailed to the beneficiary.
Any additional questions regarding this annuity can be directed to the
Annuity Service Center at 1-800-553-5957. A Transamerica Life
Insurance Company representativb will gladly assist you with any
questions you may have regarding this annuity and help you meet your
financial goals.
Sincerely,
Sf1t1JU~
Shari Fritch
Transamerica Life Insurance Company
Claims
Member of the ~EGON. Group
April 6, 2006
Weigle & Associates, P.C.
126 East King St
Shippensburg, PA 17257
RE: Estate of Paul E Mahon, Sr.
To Whom It May Concern:
I am writing in regards to your request for date of death values on the above referenced member. This account
was owned individually.
Account Date of Death Accrued Interest to
103630 Principal 000
Prime Share (00) $1,012.45 $1.58
If you have any questions with regard to the above balances, or need additional information, please contact a
Membership Officer at 717-263-4444.
Sincerely,.--o.. .
/il .~~t"t'C '/. /'
. ( ~t y 6~~' rei ~~fz:)'U2.>~j
Patrio{/ ederal! redit Union
800 Wayne Avenue, Chambersburg, PA . (717) 263-4444 . Mailing Address: PO Box 778, Chambersburg, PA 17201-0778
ramJ
AIG Annuity Insurance Company
P.O. Box 871
Amarillo, Texas 79105-087 I
800.-I2-U990
APR 1 7 2D06
April 12, 2006
Weigle & Associates, p, C.
Attorneys at Law
Attn: Jerry A. Weigle
126 East King Street
Shippenburg, PA 17257-1397
Re:
Deceased:
Contract #:
Paul E. Mahon
XP221282
Dear Mr. Weigle:
Thank you for your recent inquiry regarding the referenced annuity contract(s). It is our pleasure
to be of service to you.
The value of the contract as of March 17,2006 was $5,163.99.
We hope this information is helpful; however, should you have additional questions or require
further assistance, please feel free to contact our Client Care Center by using our toll free number
of 1-800-424-4990.
Sincerely,
~t t JL~' aLL,' Q -6uC;--:S '"'"
Becki Galaviz (J CJ
Claims Department
IIG 11/1//1(//]((' CI>J>JI'Wl\
,l!C/I//JCI" \/I/criull/ IlIl('f)!UfiOI1(/! GrOIlJ}, II/I
DAN HERSHEY'S AUCTION SERVICE, LLC
532~464 7
Steve Ege
Cell: 71 7 ~385-5438
Chris Bream
Cell: 717-226-1920
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SELLERS NAME"~" , 'I l.."fIi,'vt, DATE "" f ~, / / (,T'
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ADDRESS /l?~// llJo Ifl/ l/li!J'.U" J ',]1/ '::.}lllll:)fA/;hv~(( PHONE ,jl"';,('~"(':("//~:Z"
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AUCTION DATE/LOCATION " ~"/' ;P;)'~I'Jlllf( /:i/ (/f.~;l')d_,:; l;/i/lcLERK %
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, / Ii. DESCRIPTION OF MERCHAN!?ISE '.
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I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise
to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen-
tative of the merchandise, goods and or property and have good title and the right to sell and that they are free
from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of
title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in
this agreement.
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AqCTION SIGNATURE
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SELLERS SIGNATURE
Total Sales (Clerking Tickets Attached) $ / J (// I ~.::: 5' '
Less Sale Expense:
..,.......
% Commission Auctioneer
r~ ill i) I
% do~inis~iim:ei~rk~
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$ {~oJ, I'')lp
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$ to,"" ' ,
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TOTAL SALE EXPENSE DEDUCTED $
SELLERS NET $
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AUCTION SIGNATURE
SELLERS SIGNATURE
APR 5 2006
m1M&fBank
499 Mitchell Street, Millsboro, DE 19966
April 3, 2006
Weigle & Associates, P.C.
Attomeys at Law
126 East King Street
Shippensburg, PA 17257-1397
RE: Estate of Paul E. Mahon, Sr.
Date of Death: March 17, 2005
Social Security No.: 204-01-4738
Dear Mr. Weigle:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type..... ................... ...Checking Account
Account Number.... .......... ...... ...97370169
Ownership (Names ofl...............Paul E. Mahon Sr., Paul E. Mahon Jr.
Opening Date..... ......................01/28/80
Balance on Date ofDeath.........$3,798.76
Accrued Interest
$
0.30
Total..................................... ..$3,799.06
The above named decedent did not hale a safe deposit box.
For any additional information on 'the above accounts, including ownership,
statements and closures please contact our King Street branch at 717-532-4132.
Sincerely,
'/
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Charlene Warrington, Records Management
1-888-502-4349
INSPECTION REQUIRED/DIESEL VEHICLES EXEHPT COUNTY: CUHBERLAND
PAUL E MAHON SR & PAUL
E MAHON JR
17 E BURD ST
SHIPPENSBURG PA
17257
your address online at: www.state.pa.us Pa Keyword "DMV"
I hereby acknowledge this day that r have received
natee of the provisions of Section 3709 of the Vehicle
Code.
PL~~~ '1- Z-Oy-
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5326293
2 913 7
PAUL E MAHON SR
17 E BURD ST APT
SHIPPENSBURG, PA
HOME:
6
17257
BUS:
PAGE 1
PARSONS INTERSTATE FORD, LLC.
196 Walnut Bottom Rd.
Shippensburg, PA 17257
Phone: 717-532-8888
Toll Free: 888-436-3673
*INVOICE*
SERVICE ADVISOR:
22150 22150 T39
INV.DATE
CRYSTAL A SELLERS
< M1LEAGEJNI OUT
TAG
1FAFP34N95W115901
17:00 07APR06 76.95 CASH 07APR06
OPTIONS: STK: 56 DLR: 09764 ENG: 2. OL DOHC ENGINE
RN:AUTOMATIC TRANSAXLE
04:19 07APR06 10:09 07APR06
LINE OPCODE TECH TYPE HOURS
AStt'.A,tt'E ..!NSPEC1'!Q&(:E'ASSQ:RFAI:r.l)
MAOl STATE INSPECTION PASS OR
LIST
NET
TOTAL
PARTS:
0.00 LABOR:
16.95 OTHER:
0.00
TOTAL LINE A:
16.95
PARTS:
MULTI-POINT INSPECTION
PERFORM MULTI-POINT INSPECTION
7593 CR
0.00 LABOR: 0.00 OTHER:
22150 COMPLETED PA SAFTEY INSP-PASS BRAKES LF-
B PERFORM
M99P
0.00
0.00
TOTAL LINE B:
22150
CRAVE
M NO OPERATION CODE
PARTS:
0.00 LABOR:
0.00 OTHER:
0.00
TOTAL LINE C:
0.00
22150
****************************************************
Any warranties on the item/items sold hereby are those made by the manufacturer. The seller hereby
expressly disclaims all warranties, either express or implied, including any implied warranty of merchantability
or fitness for a particular purpose and neither assumes nor authorizes any other person to assume for it any
liability in connection with the sale of this item/items.
DESCRIPTION
lABOR AMOUNT
PARTS AMOUNT
GAS, Oil, lUBE
SUBLET AMOUNT
MISC. CHARGES
TOTAL CHARGES
lESS INSURANCE
SALES TAX
PLEASE PAY
THIS AMOUNT
16.95
0.00
0.00
0.00
0.00
16.95
0.00
1. 02
CUSTOMER SIGNATURE X
17.97
CUSTOMER COPY