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Home My WebLink About10-31-06 REV.1500 EX (6-00) . . OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ~L COUNTY CODE --9L 0370 ___ YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ HAWCO MARY JO ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIFmi (MM-DD-YEAR) W 1/30/2006 4/23/1927 ! (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOC~SECURnYNUMBER 100-20-7545 THlllUTUM MUST IE fiLED IN DUPLICATE WITH THE REGISTER OF WILLS SOC~SECURnYNUMBER ~ [X] 1. Original Return ~ ~ D 4. Linlted Estate i5 5 D 6. Decedent Died Testate (Attach copy of WIll) ~ D 9. Litigation Proceeds Received D 2. Supplemental Return D 3. Remainder Retum (dste of daeth prtorto 12.13-82) D 4a. Future Interest Compromise (dlte of death after 12-12-82) D 5. Federal Estate Tax Retum Required D 7. Decedent Maintained a LMng Trust (AUlch copy of Trult) _ 8. Total Number of Sate Deposit Boxes D 10. Spousal Poverty Credit (dltl of dllth bltwlln 12-31-11 Ind 1.1-151 D 11. Election to tax under Sec. 9113(A) (A1l1th Sch 0) THIS. SECTION MUSTSE COMPLETED. ALL CORRESPONDENCE AND CONFlt)INT",,-;j~lNi~tl.tSHOUL.DBEDtREcTEDl'O: NAME COMPLETE MAILING ADDRESS ... Z W Q Z 2 I T~OTHY M. FINNERTY ESQ. FIRM NAME (If Applicable) MCNEES WALLACE & NURICK LLC TELEPHONE NUMBER 717-237-5394 100 PINE STREET PO BOX 1166 z o i= :5 ::) t: CL II( U w a:: 6. J~ O'M'led Property (Schedule F) LJ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) (6) HARRISBURG, PA 17108 0.00 0.00 0.00 0.00 301.98 98,106.32 OFFICIAl.. USE ONLY 1. Reel Estate (Schedule A) (1 ) (2) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sa.proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) (4) (5) 100,967.96 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) (8) 15,688.01 0.00 199,376.26 8. Total Gross Assets (total Lines 1-7) 9. Funeral expenses & Administrative Costs (Schedule H) (9) (13) 15,688.01 183,688.25 0.00 11. Total Deductions (total Lines 9 & 10) (11 ) 12. Net Vllue of Estate (Line 8 minus Line 11) 13. Charitable and Governmental BequestslSec 9113 Trusts for 't\t1ich an election to tax has not been made (Schedule J) (12) 14. Net Value SUbJect to Tax (Line 12 minus Line 13) SEE INSTRUCnONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 183,688.25 15. Amount of Line 14 taxable at the spousal tax z rate, or transfers under Sec. 9116 (a)(1.2) a ~ 16. Amount of Line 14 taxable at lineal rate .... =:;) (t ~ 17. Amount of Line 14 taxable at sibling rate a CJ 18. Amount of Line 14 taxable at collateral rate )( ~ 19. Tax Due 20. ~ (19) 0.00 0.00 21,027.71 1,268.60 22,296.31 0.00 0.00 175.230.92 8,457.32 x.O L (15) x .0 45 (16) x .12 (17) x .15 (18) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS 'ON REVERSE SIDE AND RECHECK MATH < < 3W4645 1.000 Decedent's Com lete Address: STREET ADORESS 81 LEE ANN COURT CfTY ENOLA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B, Prior Payments C. Discount STAle PA (1) 0.00 23.900.00 1,114.82 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable O. Interest E. Penalty 0.00 0.00 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) A. Enter the interest on the tax due. (5A) ZIP 17025 22.296.31 25.014.82 0.00 2,718.51 0.00 0.00 B, Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0 . 00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No []g ~ ~ [j ~ og contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. IX] 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. Under penal lie. of perjury, I declere thllll haw examined this retum, including ecc:ompenylng schedule. end lIllIlements, end to the belli of my knowledge and belief, It II lNe, COIT1lCl and complete. Oedaratton of preparer other than the peraonal reprelentatlllll il baaed on all infonnlllion of which preparer has any knowledge. RFILI 1 . Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; . c, retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 4. Old decedent own an Individual Retirement Account, annuity, or other non-probate property which ENOLA, PA 17025 HARRISBURG, PA 17108 1166 Yes D D D D For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value or transfers to or for the use or the surviving spouse is 3% [72 P.S.~ 9916 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value or transfers to or for the use or the surviving spouse is 0% [72 P.S. ~ 9116 (a) (1.1) (ii)) The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure or 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 twenty-one years or age or younger at death to or for the use or a natural parent, an adopti.... parent, or a stepparent of the child Is 0% [72 P.S. ~ 9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use or the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~ 9116(1.2) [72 P.S. 69116(a)(1)]. The tax rate imposed on the net value ortransters to or for the use or the decedent's siblings is 12% (72 P.S. 6 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. 3W46461.000 REV-1508 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA Ir+ERlTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF MARY JO HAWCO FILE NUMBER 21 06 0370 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly~ned with the right of survivorship must be dlacloucl on Schedule F. ITEM NUMBER rESCRIPTION VALUE AT DATE OF DEATH 1 Erie Insuranoe - Refund 229.00 2 IRS - 2005 Tax Refund 64.00 3 West Shore Anethesia - Refund 8.98 3W46AD 1.000 TOTAL (Also enter on line 5 RecaDitulatlon\ $ (If more space is needed. insert addltionalsheels of the sam. size) 301.98 REV-1509 EX + (8-88) . COt..'HONINEALTH OF PENNSYLVANIA NERlTANCE TAX RElURN RESIDENT DECEDENT ESTATE OF MARY JO HAWCO SCHEDULE F JOINTL Y-OWNED PROPERTY FILE NUMBER 21 06 0370 If In ....t wa. mid. Joint within on. y.ar of the d.ced.nt'. date of death. It mUlt be reported on Schedule G. SLRVMNG JOINT TENANT(S) NAME AOORESS RELATIONSHIP TO DECEDENT A. Hawoo, Catherine M 81 LEE ANN COURT, ENOLA, PA 17025 Sister B. c. JOINTLY-OWNED PROPERTY: LErnR DATE ~PTlON OF PROPERTY %OF DAlE OF DEATH ITEM FOR JOINT MADE INCLUDE ~E OF FII'WClAL INSTITUTION AN) ElAN( ACCOLtIT DAlE OF DEATH DECD'S VALLE OF tUolIIERORSlMllAR IDENTIFYING N.JM8ER. ATTACH DEED FOR NLUBER Te.wIT JOINT JOINI\.Y~FEAL ESTATE. VALLE OF ASSET INTEREST [ECEDENT'S INTEREST 1. A. 1 A 4/27/2004 Commeroe Bank Cheoking Aooount No. 536580939 8,491. 94 50.0000 4,245.97 Interest aoorued to 1/30/2006 0.98 50.0000 0.49 See bank letter attached 2 A 11/13/2000 Members First Savings Acoount No. 198682-00 58.33 50.0100 29.17 Interest aoorued to 1/30/2006 0.05 50.0086 0.03 3 A 11/13/2000 Members First Regular Savings Aooount No. 198689-00 25.00 50.0000 12.50 Interest aoorued to 1/30/2006 3.68 50.0000 1.84 4 A 4/4/1988 PNC Bank Cheoking Acoount No. 5140169724 15,732.64 50.0000 7,866.32 5 A 4/11/2005 Real Estate looated at 81 Lee Ann Court in Enola, Cumberland County, Pennsylvania; Property valued at April 2005 purchase price; See attaohed copy of deed. 171,900.00 50.0000 85,950.00 TOTAL (Also enter on line 6 RecaDitulation\ s 98.106.32 3W46AE 1.000 (If more space is needed. insert additionlll sheela cfthe same size) . Estate of: MARY JO HAWCO Item No. Cot. Joint Date . Schedule F Part 2 (Page 2) Description Note, the prior residence of decedent was also held jointly with Catherine Hawco Total (Carry forward to main schedule) DOO Value of Asset Pere Int. 100-20-7545 DOD Value of Interest 0.00 REV-1510 EX + (~98) . COtJf.4OI'M'EAL 1li OF PENNSYLVANIA IN-ERITANCE TAX REl\JRN RESIDENT DECEDENT ESTATE OF MARY JO HAWCO SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21 06 0370 This schedule must be completed and .filed If the answer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET Is yes. ITEM NJMBEF 1. DESCRIPTION OF PROPERTY N:U.ClEllE HWE OF llE lMNllFEREE. TlEIR RElATIONSHP TO OECEOENJ" IHJ TlEOATEOF'TIWII'IR ATTH:HAOOPV OF llE DEED FOR REAL. ESTATE. DAlE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION IF APPlICA8LEI TAXABLE VALUE Commerce Bank Individual Retirement Account; Beneficiary is Catharine Hawco (sister) and Ann Tobin (sister) Interest accrued to 1/30/2006 See attached bank letter 83,868.16 100.0000 185.15 100.0000 0.00 83,868.16 185.15 2 PNC Bank Individual Retirement Account No. 75000021334 Interest accrued to 1/30/2006 See bank letter attached; Beneficiaries of IRA are Catherine Hawco (sister) and Thomas Kendall (nephew) 12,601.63 100.0000 30.38 100.0000 0.00 12,601.63 30.38 3 Ridgewood Savings Bank IRA Account No. 14150012723 See bank letter attached; Beneficiaries of IRA are Catherine Hawco (sister) and Thomas Kendall (nephew) 4,282.64 100.0000 0.00 4,282.64 TOTAL (Also enter on line 7, Recapitulation) $ 100.967.96 (If more space is needed, insert addition" sheets of the same size) 3W46AF 1.000 REV-1511 EX + (12-lIlI) . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COft'MONWEAL TH OF PENNSYLVANIA IN-ERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARY JO HAWCO ITEM NUMBER A. 1. B. 1. 2. Debts of decedent m Ult be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: Catherine Hawco- Travel Expenses to plan funeral in New York Total from continuation schedules ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative{s) Social Security Number{s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney Fees McNees Wallace & Nurick LLC (Estimated) 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 3W46AG 1.000 Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Cumberland County Register of Wills Filing Fee re Pennsylvania Inheritance Tax Return Total from continuation schedules FILE NUMBER 21 06 0370 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) AMOUNT 200.00 10,903.25 4,500.00 15.00 69.76 15.688.01 . Estate of: MARY JO HAWCO Schedule H Part 1 (Page 2) Item No. Description 2 Doylestown Funeral Home 3 Milleridge Inn - Funeral Luncheon Total (Carry forward to main schedule) . 100-20-7545 Amount 9,820.00 1,083.25 10,903.25 . Estate of: ~y JO HAWCO Schedule H Part 7 (Page 2) 2 McNees Wallace & Nurick LLC Costs Advanced as follows: Duplicating Toll Calls Postage $8.40 2.60 8.76 3 McNees Wallace & Nurick LLC - Reserve for closing costs Total (Carry forward to main schedule) . 100-20-7545 19.76 50.00 69.76 REV-1513 EX+ (9-00) . SCHEDULE J BENEFICIARIES COMMOf\NVEAl.lH OF PENNSYLVANIA IN-ERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARY JO HAWCO NUMBER I 1 , . . NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)J Catherine M. Hawco 81 Lee Ann Court Enola, PA 17025 100% of Joint Property (less funeral and administrative expenses reported on tax return which have been paid from the joint account proceeds) 50% of Commerce Bank, PNC Bank and Ridgewood Bank lRAs 2 Thomas Kendall 50% of PNC Bank and Ridgewood Bank lRAs I - FILE NUMBER 21 01 0370 RELAllONSHIP TO DECEDENT AMOUNT OR SHARE Do Not Lilt Trustee(.} OF ESTATE Sister Nephew 133,204.27 8,457.32 ENTER DOLlAR AMOUNTS FOR DlSTRIBUllONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUllONS UNDER SECllON 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 3W46Al1.000 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DI5TRIBUllONS ON LINE 13 OF REV-1500 COVER SHEET (If more space Is needed. Insert additional sheets of the same size) $ 0.00 . . Estate of: MARY JO HAWCO 100-20-7545 Schedule J Part 1 (Page 2) Item No. Description Relation Amount 3 Ann Tobin 2256 Red Oak Court Allison Park, PA 15101 50% of Commerce Bank IRA Sister 42,026.65 . . EST ATE OF MARY JO HA WCO PENNSYLVANIA INHERITANCE TAX - EXHIBITS A. Miscellaneous Documents; 3-month Tax Payment - Documentation B. Schedule F - Jointly-Owned Property 1. Commerce Bank (Item 1; Also, Schedule G, Item 1) 2. Members First (Item 2,3) 3. PNC Bank (Item 4; Also, Schedule G, Item 2) 4. Deed to 81 Lee Ann Court, Enola, Pennsylvania (Item 5) C. Schedule G - Inter-Vivos Transfers & Misc. Non-Probate Property; Ridgewood Savings Bank (Item 3) . EXHIBIT A .. · A \.Vii McNees Wallace & Nurick LLC . . attorneys at law fILE COpy , 1.1 LINDA M. ESHELMAN ESTATE PARALEGAL DIRECT DIAL: (717) 237-5210 E-MAIL ADDRESS:LESHELMAN@MWN.COM April27,2006 VIA CERTIFIED MAIL Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Mary J. Hawco Pennsylvania Inheritance Tax - 3 month payment Our file: 24531-0001 Ladies and Gentlemen: Enclosed is a check for the above-referenced estate's three (3) month inheritance tax payment. For your information, the decedent was a resident of Cumberland County at the time of her death on January 30, 2006. Since all of her assets were held jointly or passed via a beneficiary designation, no probate proceeding was required. Thank you. LMEllme Enclosure c: Catherine M. Hawco P.O. Box 1166 '100 PINE STREET' HARRISBURG, PA 17108-1166 · TEL: 717.232.8000' FAX: 717.237.5300' WWW.MWN.COM HAlLETON, PA. LANCASTER, PA. STATE COLLEGE, PA' COLUMBUS, OH' WASHINGTON, DC . . ?lol.lJ 3'IJloe'l8ll'l SloIIlo '1.31I. TO: REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE PA 17013-3387 I I I. SENDER: I I I 359 REFERENCE: Estate of Mary J. Hawco PS Form 3800 Janua 2005 RETURN Postage RECEIPT Certified Fee SERVICE Return Receipt Restricted Total r~-liil:i:i-Ii:il-I-iil. -~ I' ! :i ;j -1- --- ----- 7l.YJ 3IfD. . ..... nil],' -.all A. ReoeIved by (PIe8lIe PrInt CleaIfy) B. Dele of DeIwry 3. Servle8'JYpe CERTIFIED MAIL 4. Restricted Delivery? (Extra Fee) Dyes 1. Artide Addree8ed to: REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE ONECOURTHOUSE SQUARE CARL1SLE PA 17013...3387 -- -' . "". Jl'\..l;;~:m';Q~~J!~~~..KJU<} , ~'\o'4 . ,.-..; 1~' """". ./' Hstate of M"aty J _Ha.,wc(( 359 PS Form 3811, January 2005 DomestIc Return Receipt . EXlllBll B ,) ~ . . Commerce .Bank July 29, 2006 McNees Wallace & Nurick LLC Attorneys At Law 100 Pine St POBox 1166 Harrisburg, PA 17108-1166 RE: Estate of: Mary Jo Hawco Social Security #: 100-20-7545 Date of Death: January 30, 2006 Dear Sirs: In reference to the letter regarding the above mentioned Estate, we would like to inform you of the information that we have researched and found. Type: Checking Account #: 536580939 Date Opened: 4/27/04 Date Closed: 2/1/06 Primary Owner: Mary Jo Hawco Secondary Owner: Catherine A Hawco Date of Death Balance: $8,491.98 Accrued Interest: $.98 Principal Balance: $8,491.14 Type: Time Deposit Account #: 1400250 Date Opened: 3/9/05 Primary Owner: Mary Jo Hawco Beneficiary: Catherine A Haweo Date of Death Balance: $84,053.31 Accrued Interest: $185.15 Principal Balance: $83,868.16 Commerce Bank / Harrisburg, N.A. PO Box 4999 3801 Paxton Street Harrisburg, PA 17111-0999 commercepc.com ,) . . " Commerce .Bank If there are any questions or additional information that is needed, please feel free to contact me at (717) 412- 6130. Sincerely, ~cr~~ Wanda J Morris Senior elF Specialist Commerce Bank I Harrisburg, N.A. PO Box 4999 3801 Paxton Street Harrisburg, PA 17111-0999 commercepc.com .. ", . , . MEMBERS 1st FEDERAL CREDIT lfJIify J. Hawco Primary Owner: / REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Interest Earned from 1/1/06 to Date of Death Name of Joint Owner Date Joint Ownership Established jCHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Interest Earned from 1/1/06 to Date of Death Name of Joint Owner Date Joint Ownership Established ~NVESTMENT SAVINGS ACCOUNT: Account NumberlSuffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Interest Earn from 1/1/06 to Date of Death Name of Joint Owner Date Joint Ownership Established ./CERTIFICATE OF DEPOSIT: Account Number/Suffix Ttht .plUc.f) Date Account Established Ww 0&1\1 4- Principal Balance at Date of Death a~~ Accrued Interest to Date of Death ~~ Total Principal and Accrued Interest to Date of Death Interest Earn from 1/1/06 to Date of Death Name of Joint Owner Date Joint Ownership Established ./ CERTIFICATE OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Interest Earn from 1/1/06 to Date of Death Name of Joint Owner Date Joint Ownership Established .Purchased by transfer of funds from 156471-00 156471 -00 / 02/01/1996 $5,237.27 $4.16 $5,241.43 $4.16 Catherine M. Hawco 02/01/1996 156471 -11 I 02/16/2002 $7,266.76 $1.44 $7,268.20 $1 .44 Catherine M. Hawco 02/16/2002 / 156471 -05 02/16/2002 $20,213.88 $27.94 $20,241.82 $27.94 Catherine M. Hawco 02/16/2002 ~ / 156471 -42 01/28/2005* $5,102.98 $2.41 $5,105.39 $10.30 Catherine M. Hawco 01/28/2005 156471 -45 ./' 01/28/2005* $5,109.54 $1.41 $5,110.95 $10.56 Catherine M. Hawco 01/28/2005 ~ R a ,& C/)\ ~~ J~ Pcu& ~._ ~s~ TI\c ~~ o -stzA.(~ .; 156471 -43 02/16/2002 $5,498.59 $10.79 $5,509.38 $10.79 Catherine M. Hawco 02/16/2002 T~ ~& O\.~ ~StcJ-~ 5000 Louise Drive · P.O. Box 40 · Mechanicsburg, Pennsylvania 17055 · (717) 697-1161 · www.members1st.org ,~ . Primary Owner: REGUlAR SAVINGS ACCOUNT: Account NumberlSuffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Interest Earned from 1/1/06 to Date of Death Name of Joint Owner Date Joint Ownership Established /CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Interest Earned from 1/1/06 to Date of Death Name of Joint Owner Date Joint Ownership Established t/ INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Interest Earn from 1/1/06 to Date of Death Name of Joint Owner Date Joint Ownership Established ,/ CERTIFICATE OF DEPOSIT: Account NumberlSuffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Interest Earned from 1/1/06 to Date of Death Name of Joint Owner Date Joint Ownership Established "Purchased by transfer of funds from 198682-00 Catherine M. Hawco 198682 -00 / 11/13/2000 $58.33 $.05 $58.38 $.05 Mary J. Hawco 11/13/2000 198682 -11 ./ 12/01/2000 $16,166.34 $1.39 $16,167.73 $1.39 Mary J. Hawco 12/01/2000 198682 -05 / 02/16/2002 $19,857.59 $27.38 $19,884.97 $27.38 Mary J. Hawco 02/16/2002 198682 -45 09/30/2005* $25,179.42 $56.22 $25,235.64 $56.22 Mary J. Hawco 09/30/2005 . ~ Pc.UJ CAV ~~- ~ p~ vv-> ~~ ~~ S~ , oJ') . .' Primary Owner: REGULAR SAVINGS ACCOUNT: Account NumberlSuffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Interest Earned from 1/1/06 to Date of Death Name of Joint Owner Date Joint Ownership Established j CHECKING ACCOUNT: Account NumberlSuffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Interest Earned from 1/1/06 to Date of Death Name of Joint Owner Date Joint Ownership Established ./ CERTIFICATE OF DEPOSIT: Account NumberlSuffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Interest Earned from 1/1/06 to Date of Death Name of Joint Owner Date Joint Ownership Established *Purchased by transfer of funds from 198689-11 Estate of: MARY J.' HAWCO Date of Death: January 30, 2006 Social Security Number: 100-20-7545 . Catherine M. Hawco 198689 -00 11/13/2000 $25.00 $3.68 $28.68 $3.68 Mary J. Hawco 11/13/2000 ,/ / 198689 -11 11/13/2000 $2.009.54 $1.44 $2.010.98 $1.44 Mary J. Hawco 11/13/2000 ff- 198689 -45 / 09/30/2005* $15.107.65 $33.73 $15,141.38 $33.73 Mary J. Hawco 09/30/2005 IAlc Pcud eM. ~~ ab: ERS 1ST ~ERAL CREDIT UNION ! - d;!J~ o ise A. Wolfe 'l Insurance Services Supervisor March 22. 2006 r . . . .. ..... MAR-13-2006 19:21 PNCB~ 412 768 3458 QPNCBAN< March 13, 2006 Linda M. Eshelman P.O. Box 1166 100 Pine St:rcct Hanisbura. PA 17108..1166 RE: Estate of Mary J. Hawco, deceased SSN: 100-20-7545 DOD: 1130/2006 Dear Ms. Eshelman: In response to your request for Date of Death balances for the customer noted above, our records show the following= Certificate of Deposit Account #31100159005 Established 06/2411999 MARY 1 HAWCO MARY M TOBIN DOD balance: $6.164.44 + $2.36 acorued interest Interest Paid 1/112006 - 1/30/2006 - 512.15 IRA Account Account #75000021334 Established 11109flOO 1 MARY J HA WOO DOD balance: $12.601.63 + $30.38 accrued interest Interest Paid 1/1/2006 - 1130/2006 - $44.69 For IRA or Beneft~1ary iIlformltiollt please eaU 1-888-PNC-IRAS. Checking Accou.t Account #5140169724 Established 04/0411988 MARY J HAWCO CATHERl:NE M HA WCO The accmmt was closed on the date of death in the amount of 515,732.64 Interest Paid 1/112006 - 1130/2006 - 53.64 Pap 1 of2 p.e1 " . . ~ .. MAR-13-2006 19:21 PNCBFN< 412 768 3458 P.02 Please note that this office only provides date of death balancet ror deposit accounta (IR.As, CDI, Cheokina Ill" Savinp accounts). We do Dot procell ..y Ibwldal tr....dlo.. or provide .tateDlena. If you need assistance with any of these items, please oalll-88S-PNC-BANK. (1-888-762-2265) or stop by your local PNe Bank branch office. Sincerely, ~~ 1-800-762-1775 P7-PFSC-04-F ~oo ftrsJ Avo. Pituburgh PA 15219 Pap 2 of2 Member FDIC TOTAL P. 02 511EALTH OF PENNSYLVANIA , lENT CF IIEVEIIE OF INDIVIIllAL TAXES IIDT. Z8D601 HAMISIURG, PA I .. INFORMATION N~E AND ~- TAXPAYER RESPONSE FILE NO. 21 06-0370 ACN 06131021 DATE 06-30-2006 TYPE OF ACCOUNT EST. OF MARY J HAWCO 0 SAVINIS S.S. NO. 100-20-7545 [i]CHECKINe DATE OF DJ:ATH 01-30-2006 0 TRUST COUNTY' CUMBERLAND 0 CERTIF. REHIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 .'.114I .1 "" cn-II) CATHERINE M HAWCO 81 LEE ANN CT ENOLA PA 17025 PIE lANK t.. provldH the DcIpIIrt.nt with the lnfar'll.tlon Ilst.t belON Nhlah he. ... uHd In C11lcul.tlnt the poUntl.1 ax elM. Their MICOrd. lndlc.u thIIt .t the de.th of the 1Ibav. dR....t, you Hr'II e joint DMMr/__flcl.ry Df this ~aunt. If ~ *-1 this Infa,-.tlon Is IncorrRt, pl.... abaln wrltt~ corr.ctlDn frOll t:M fln~cl.1 In.tltutlon, ett.ah . copy to tills far'll .... r'lltum It to the 8bDve .tdr.... Thl. account I. aable In ~cDrdenc. with the Im.rlUnce Tu L.. of the Ca.-o""..lth of P,""8:1/1venl.. ciue.tlon. _w be ....._reeI b.Y _111.. n'17) '''.7-U27. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS ACCCU'lt No. 5140169724 Dat. 04-04-1988 Esbblbheel ACCCU'lt hbnc. Percent Tme_l. MicM.nt Subject to Tex Tex bt. Potential Tme Due x 15,732.64 50.000 7,866.32 .12 943.96 TAXPAYER RESPONSE To Insur'll p~r credl t to your Rcaunt, two (2) copl.. Df this notlo. ...t acc~ your ,.~_t to the R...lsur of IUU.. hit. check ,.yebl. to: "R...lsar Df IUU., Agent-. x NOTE: If tex "YHI'It. .r'II .... wi thin thr_ (3) ..,th. of the decedent'. dete of dRth, ~ _y deduct . 5% dlSDCUIt of the bx .... MY Inherltence tIIx ... will becoee delinquent nine (9) eonth. .far the dea Df de.th. PART [!] :~~~~T:-_:~_ - -:-__:~-~~'-_:j_~:_~~_~~_~-:~~;~-~;_~=~~~:-_:;: ;:--l~=~-=~" -~~~-~- ~ '.:=; ;-:~~--~~-~--~--:" :---~~-:: ::-__ - ____: _: ~--~. :-:_: _ ~ _ " :_~:-__::__:~ -~~__:_ _:__:_~~_;:__ -. '_ _ _ __ _ ___~ -___ __ _=~ -~;: : A. 0 The 8bDv. lnfa....t1on end bx ... Is correct. I. You.ay chao.. to r_lt p~t to the R.ght.r of 11111. with two copl.. of this notlce to Dbaln . discount or .vold lnter'll.t, or yOU _y ahRk box "A- end r'lltum this notice to the Reglst.r of IUU. end en official ..........t wUI b. lslUtld by the PA Dep.rteent of Revenue. I. /VI The ebova a...t has ~ or will be r8PDrted end tax paid with the PamQlvenl. Int.rlt...ce Tax return Ip.to ba filed by the deClldent'. repr'llnntetlva. c. 0 Tt. ebova lnfDr..t1on I. Incorrect and/or debts and daductlon. ...n p.ld by you. You IlUst colIPlde PART [!] and/or PART [!] b.IDN. PART If you Indlcat. a ell fferent tex rate, pl.... stete your ~ r.latlonshlp to decedent: TAX RETURN - COMPUTATION OF TAX ON ~OINT/TRUST ACCOUNTS L~ ~. Uate ~staD~lsnea ~ 2. Account Belance 2 3. Perc.nt Taxable 3 X 4. AIIount Subject to T.x 4 .5. Debts end Deductions S- 6. AlIOU1t Tex_Ie 6 7. Tme R.t. 7 X 8. To Due 8 [CHECK ] ONE 8 LOCK ONLY PART l!l DATE PAID PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line S of Tme CotIput.Uon) . Under penaltle. of perjury, I declere that the fech I have reported abova are true, correct end V n:;'- to !'- ";X;;.,Q;U:-;;" belief. ::~ ~::~ :; f'l; ~ TELEPHO UMB DATE .. re\ded\SHERWOOD-Gl . . t' , ~ 330 fl.- RcnE~T p, ZIEGLER r-;ECOROER OF DEEDS t .-"1 .... GU~~IBERLAND GOU! ~ ; -;' . ~ Q 9- I 5 .. J.;l i' - 0 2 0 ZOOS APR 13 Arl 9 02 THIS DEED ~E THE 11th day of thousand five (2005). APRIL in the year of our Lord two BETWEEN RUSSELL C. GOODLING and JANET D. GOODLING, husband and wife, Grantors, and CATHERINE M. HAWCO and MARY JO HAWeO, ~K~X<<~~M Single Individuals, Joint Tenants with the Right of Survivorship. Grantees, WITNESSETH, that in consideration of One Hundred Seventy-One Thousand Nine Hundred and NO/100----------($171,900.00)-------------Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey to the said Grantees, their heirs and assigns, ALL THAT CERTAIN piece or parcel of land situate in East Pennsboro Township, County of Cumberland, and Commonwealth of Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point on the western right-of-way line of Lee Ann Court, a 50' foot right-of-way, 34' foot cartway, said point being at the Southeast corner of Lot No. T-6 on Plan Book 78, Page 80; thence by Lot No. T-6 and other lands of Russell Goodling in Plan Book 86, Page 22, the following courses and distances: 1} North 640 29' 36" West a distance of 25.00' feet North 410 27' 51" West a distance of 155.69' feet to a point at the dedicated right-of-way line of Magaro Road, 33' foot legal right-of-way, 31' foot macadam; thence by the dedicated right-of-way line of Magaro Road North 560 38' 14" East a distance of 41.41' feet to a point at Lot No. G-2 on the hereinafter mentioned Plan of Lots; thence by Lot No. G-2 South 410 27' 51" East a distance of 162.93' feet to a point at the western right-of-way line of Lee Ann Court; thence by the western right-of-way line of Lee Ann Court by a curve extending to the left in a southwesterly direction and having a radius of 175.00, an arc length of 71.24' feet to a point at Lot No. T-6, the point and place of BEGINNING. -1- BOOK 268 f~\Gf1.8(~ - l . . .. ..: BEING Lot No. G-1 on a Final Re-Subdivision Plan for Sherwood Court Lots G-1 through G-6, and recorded December 22, 2003, in Cumberland County Plan Book 88, Page 45, and containing 6,922.7577 square feet. HAVING THEREON erected a townhouse dwelling known and numbered as 81 Lee Ann Court. UNDER AND SUBJECT to a certain Declaration of Sherwood Court, a Planned Community, recorded in the Office of Recorder of Deeds of Cumberland County in Miscellaneous Book 626, Page 383, as amended by Amendment to Declaration of Sherwood Court, a Planned Community, .recorded in the Office of Recorder of Deeds of Cumberland County in Miscellaneous Book 638, Page 826, as amended by Second Amendment to Declaration of Sherwood Court, a Planned Community, recorded in the Office of the Recorder of Deeds of Cumberland County in Miscellaneous Book 653, Page 51, as amended by Third Amendment to Declaration of Sherwood Court, a Planned Community, recorded in the Office of the Recorder of Deeds of Cumberland County in Miscellaneous Book 673, Page 457, as amended by Fourth Amendment to Declaration of Sherwood Court, a Planned Community, recorded in the Office of the Recorder of Deeds of Cumberland County in Miscellaneous Book 683, Page 4503, as amended by Fifth Amendment to Declaration of Sherwood Court, a Planneq Community, recorded in the Office of the Recorder of Deeds of Cumberland County in Miscellaneous Book 688, Page 1294, as amended by Sixth Amendment to Declaration of Sherwood Court, a Planned Community, recorded in the Office of the Recorder of Deeds of Cumberland County in Miscellaneous Book 697, Page 2933, as amended by Seventh Amendment to Declaration of Sherwood Court, a Planned Community, recorded in the Office of the Recorder of Deeds of Cumberland County in Miscellaneous Book 706, Page 4946, as amended by Eighth Amendment to Declaration of Sherwood Court, a Planned Community, recorded in the Office of the Recorder of Deeds of Cumberland County in Miscellaneous Book 716, Page 3150. . BEING a part of the same premises which Ronald R. Sgrignoli and Mark R. Sgrignoli, Co-Partners, t/d/b/a F M & T Sgrignoli, a Partnership, by their deed dated July 28, 1998, and recorded July 29, 1998, in the Office of the Recorder of Deeds in and for Cumberland County, in Record Book 182, Page 296, granted and conveyed unto Russell C. Goodling and Janet D. Goodling, husband and wife, grantors herein. -2- a-OOK 268 FACE! 873 € ~ /c: # f:tH9 t?LL L~L: ~3HS ~3^~~~' 3NOiS:~~6€:S :90-Z~-V .. . . ~ .. AND the said Grantors hereby covenant and agree that they will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, said Grantors have hereunto set their hands and seals the day and year first above written. Signed, Sealed, and Delivered in the Presence of ( SEAL) ( SEAL) COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND -:\l\. . \ On this, the ~ day of ~\ , 200g, before me the undersigned officer, a Notary Public, personally appeared, RUSSELL C. GOODLING and JANET D. GOODLING, husband and wife, known to me (or satisfactorily proven) to be the person whose names are sub- scribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal J~orded Tn Cumberland County PA the day and year first above written. -3- .' . >..'/) , ."'!":-"- '2 .\., . . . ../........,.(".......".. -41/1 /"7"~ , "" ..,.........("....lb '. '7 , ....,......; :..c....... ., :-tj~bOK 268 PAGE1875 ReCOH1er of Deeds . .... '. . that the precise residence and complete post Withi~/ na;l~ra:::;:.:~ ~Q.., (J1f 170;1S- Y uA.e- J:- tJ~ Att9rncy for I hereby certify office address of the DATED: 'I"/~.,oS 0' 9~ 9' ~8~:=F; ~ ~ ~~~ ..... I'D I'D Itl C"7 C""') P"1 VA t:.r.J "., fT1 ..., e Q.. Q.. Q_. ~ en t:::t -c -c 0 0 0 ;::lO :I:l: :#l :a:: ~ ;g . ';::a,;;: ~ I I rtl "J t...:, t._:. 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RIDGEMCD) SAVINGS BANK e 220 Old Country Road Hicksville, New York 11801 (516) 935-0522 March 2, 2006 McNees, Wallace & Nurick LLC PO Box 1166 Harrisburg, Pa 17108 Re: Mary J. Hawco, deceased SS# 10020 7545 Dear Ms. Eshelman: Weare in receipt of your letter dated February 24, 2006 regarding the above- mentioned. Our records indicate that Mary J. Hawco maintained an individual retirement account #CD14150012723 with us. The account has 2 (two) Primary beneficiaries: Catherine Hawco and Thomas Kendall. Balance as of this date: Balance as of 000 1/30/06: Accrued interest (Jan.06 & Feb. 06): $ 4,289.94 4,282.64 15.37 (January interest $8.07) The following is necessary to close the account: 1) Certified copy of the death certificate 2) Signed withdrawal slips (enclosed) signed by each beneficiary with a signature guarantee Any questions, please contact us. Customer Service Supervisor We Take Banking Personally. Member FDIC AVII McNees Wallace & Nurick LLC attorneys at law October 30,2006 VIA CERTIFIED MAIL Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Mary Jo Hawco Cumberland County File No. 21-06-0370 Pennsylvania Inheritance Tax Return Our File: 24531-0001 Ladies and Gentlemen: LINDA M. ESHELMAN ESTATE PARALEGAL DIRECT DIAL: (717) 237-5210 E-MAIL ADDRESS:LESHELMAN@MWN.COM r--.> = c:;;) C-' o C) -i W C) r 1"11 :;'1 ..../..... 1 ~~~ ;~ , j5 ".,_, ---I ):~ U ..z.. N W U1 Enclosed for filing for the above-referenced estate are two originals of the Pennsylvania Inheritance Tax Return and a check for the $15 filing fee. A refund is due on the return of $2,718.51. Please note that at the time of death, the decedent was a resident of Cumberland County. Because of the nature of her assets, no formal probate proceeding was required. Please date-stamp the enclosed copy and return to our office in the envelope provided. Thank you. orst~~ Linda M. Eshelman Estate Paralegal LME/mha Enclosures cc: Catherine M. Hawco ;],7 iTI ~3 29 l:~-] CJ -"1""1 .-,'1 (:5 rTl P.O. Box 1166 · 100 PINE STREET · HARRISBURG, PA 17108-1166 · TEL: 717.232.8000 · FAX: 717.237.5300 · WWW.MWN.COM COLUMBUS, OH · STATE COLLEGE, PA · LANCASTER, PA · HAZLETON, PA · WASHINGTON, DC