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Home My WebLink About07-31-08 (2)f 15056041125 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po BOx 28osot INHERITANCE TAX RETURN 2 1 0 8 0 0 3 0 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 0 3 6 2 2 9 5 4 2 1 1 0 4 2 0 0 7 1 0 2 7 1 9 3 4 Decedent's Last Name M C C A R T H Y (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number MI J MI FILL IN APPROPRIATE OVALS BELOW O 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) Q 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTU~L TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number na S U S A N H C O N F A I R ~; _-. 7 1 7 ~Q6 3 3 8_ 3 Firm Name (If Appiicable _ ~~ c _ _. ' --- REGISTER Of ~{N#LLS U ONLY ~ _-, R E A G E R & A D L E R P C ~~ w ' First line of address _ ~ t - 2 3 3 1 M A R K E T S T R E E T _ ;., - =~ Second line of address c. ;~ ~~; ,} _.I ~ . ~ i ~ City or Post Office State ZIP Code ~ _ _ DATE FILED C A M P H I L L P A 1 7 0 1 1 Correspondent's a-mail address: SCONFAIR@REAGERADLERPC.COM Under penalti perjury, I declare that I have examined this return, includ+ng accompanying schedules and statements, and to the best of my knowledge and belief, it is true, corn d c/~nplet~. Declaration of preparer other than the personal representative is based on all information of which preparer has anv knowledge. SIGNATUR OF P ON 5 ONSIBLE FOR FILING RETURN DAT ~~ ADDRESS 408 FA WAY I MECHANICSE3URG PA 17055 SIGNATURE OF PREPA R O HAN REPRESENTATIVE ~ ~ p ADDRESS 2331 MARKET STREET CAMP HILL PA 17011 Suffix Decedent's First Name P A 7.' R I C K THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER 4F WILLS PLEASE USE ORIGINAL FORM ONLY 15056041125 Side 1 15056041125 15056042126 REV-1500 EX Decedent's Social Security Number oecedent'sName: PATRICK J. MCCARTHY 0 3 6 2 2 9 5 4 2 RECAPITULATION 1. Real estate (Schedule A) ........................................ 1 2. Stocks and Bonds (Schedule B) 2. 7 1 6 • 8 0 .................................. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. d. Mortgages & Notes Receivable (Schedule D} ........................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 2 9 8 7 1 7 • 1 6 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. 2 9 9 4 3 3 , 9 6 9. Funeral Expenses & Administrative Costs (Schedule H) .. ........ ..... . 9. 1 8 6 1 0 ~ 0 0 10. Debts of Decedent, Mort a e Liabilities, & Liens Schedule I) 9 g ( ..... ...... 10. . 1 0 7 2 6 • 6 5 11. Total Deductions (total Lines 9 & 10) ............. ....... ...... . 11. 2 9 3 3 6 ~ 6 5 12. Net Value of Estate (Line 8 minus Line 11) ........... ....... ...... . 12. 2 7 0 0 9 7 ~ 3 1 13. Charitable and Governmental BequestslSec 9113 Trusts for wh ich an election to tax has not been made (Schedule J) .... ....... ...... . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . .. .............. 14. 2 7 0 0 9 7 ~ 3 1 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 0 0 15. 0, 0 0 16. Amount of Line 14 taxable 2 7 0 0 9 7 3 1 1 2 1 5 4 3 8 at lineal rate X .045 16. , 17. Amount of Line 14 taxable 0 0 0 0 0 0 at sibling rate X .12 17. • 18. Amount of Line 1d taxable 0 0 0 0 0 0 at collateral rate X .15 . 18 . 19. Tax Due .................................. ....... ...... .19. 1 2 1 5 4. 3 8 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042126 15056042126 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 OS 0030 DECEDENT'S NAME PATRICK J. MCCARTHY STREET ADDRESS --_ --- - ------ --- --- - - - - - 100 MT. ALLEN DRIVE CITY MECHANICSBURG STATE I ZIP PA ,17055 Tax Payments and Credits: t Tax Due (Page 2 Line 19} 2. Credits~Payments A. Spousal Poverty Credit B. Prior Payments 10,400.00 C. Discount 547.35 3. InterestlPenalty if applicable D. Interest E. Penalty (1) 12,154.38 Total Credits (A + B + C } (2) 10,947.35 Total InterestlPenalty (D + E ) 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. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (3) (4) 0.00 (5) 1,207.03 (5A) B. Enter the total of Line 5 +SA. This is the BALANCE DUE. (56) 1,207.03 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ...................................................................... ^ X^ b. retain the right to designate who shall use the property transferred or its income; ............................... ^ c. retain a reversionary interest; or ................................................................................................ ^ d. receive the promise for life of either payments, benefits or care? ....................................................... ^ Q 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ^ ^X 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................. ^ 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 imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (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 zero (0) percent [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 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 from 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 child 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)J. 0.00 The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER :'ATRICK J. MCCARTHY 21 08 0030 All property jointly-owned with right of survivorship must he disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. DYNEGY INC. (FORMERLY ILLINOIS POWER COMPANY) 80 SHARES 716.80 TOTAL (Also enter on line 2, Recapitulation) ($ 716.80 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER PATRICK J. MCCARTHY 21 08 0030 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. SOVEREIGN BANK, PO BOX 841005, BOSTON, MA 02284 48,392.37 CHECKING ACCOUNT - 1671017277 2. MEMBERS 1ST FEDERAL CREDIT UNION , 5000 LOUISE DRIVE, MECHANICSBURG 1,605.00 PA 17055 REGULAR SAVINGS ACCOUNT - 274795-00 3. MEMBERS 1ST FEDERAL CREDIT UNION, 5000 LOUISE DRIVE, MECHANICSBURG 33,637.88 PA 17055 CHECKING ACCOUNT - 274795-11 4. MEMBERS 1ST FEDERAL CREDIT UNION, 5000 LOUISE DRIVE, MECHANICSBURG 105,144.53 PA 17055 INVESTMENT SAVINGS ACCOUNT - 274795-05 5. MEMBERS 1ST FEDERAL CREDIT UNION, 5000 LOUISE DRIVE, MECHANICSBURG 106,763.03 PA 17055 CERTIFICATE OF DEPOSIT - 274795-40 6. TAX REFUND 2,674.35 7. PERSONAL PROPERTY 500.00 TOTAL (Also enter on line 5, Recapitulation) I $ 298,717.16 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) SCHEDULE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES 8c INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER PATRICK J. MCCARTHY 21 08 0030 Debts of decedent must be reported on Schedule I. ITEM .. NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1. MYERS FUNERAL HOME, INC. 5,615.00 2. THE CRANSTON-MURPHY FUNERAL HOME 4,975.00 3. HEADSTONE 5,000.00 a. 2. 3. 4. ADM{NISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)IEIN Number of Personal Representative(s) Street Address City State _ Year(s) Commission Paid: Attorney Fees REAGER & ADLER, PC Family Exemption: (If decedents address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Relationship of Claimant to Decedent Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 5 Accountants Fees 6. Tax Return Preparers Fees 7. LEGAL ADVERTISEMENT -CENTRAL PENN BUSINESS JOURNAL 8. LEGAL ADVERTISEMENT -THE CUMBERLAND LAW JOURNAL 9. SHORT CERTIFICATES -CUMBERLAND COUNTY REGISTER OF WILLS 340.00 85.00 75.00 20.00 TOTAL (Also enter on line 9, Recapitulation) I $ 18,610.00 Zip 2,500.00 Zip (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RFCIr1FNT r1FCFr1FNT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF ray rv~mo~R PATRICK J. MCCARTHY 21 08 0030 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MESSIAH VILLAGE -FINAL MONTH OF SERVICES 8,709.25 2. (MESSIAH VILLAGE - MEDICIATION AND EQUIPMENT 3. IGENWORTH FINANICAL -EXTENDED LONG TERM CARE OVERPAYMENT DUE TOTAL (Also enter on line 10, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) 847.00 1,170.40 10.726.6 REV-1513 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER PATRICK J. MCCARTHY 21 08 0030 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. PATRICIA M. HEILE Lineal 90,032.45 408 FAIRWAY DRIVE MECHANICSBURG, PA 17055 2. SUSAN MARTIN Lineal 90,032.43 4107 REDMAN ROAD BROCKPORT, NY 14420 3, KEVIN MCCARTHY Lineal 90,032.43 527 C STREET, PO BOX 4 BRIDGETON, NC 25819 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 3 (It more space is needed, insert additional sheets of the same size) REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: _____-_ ___ 10 400 00 Discount: 547.35 ,nterest Table - -- ~ - ------ --- --T--------- Year i Days Delinquent I Balance Due this time period this year Before 1981 1982 _1983 - _I_ _ -- - -- -- - ---- -- 1984 1985 - -_ - 1986 ~ I - - - 1987 - - --- -- ----- ~--- 1988 through 1991 --- ------- ~~1992 I i __ - - -- ---- t 1993 through 1994 1995 through 1998 ~ - - 1999 _ - -- T--- ------ -- 2000 i 2001 -- -- -- ---- --- -~-- 2002 2003 ~ ~ _ 2004 ~' i 005 - - --- -- - ---- -- -- - - 2006 ~ - - .2007 ---- -- ----- -~ ---- I TOTALS ~ ~ ~- i -----r --- ---- --- i Penalty Calculation !f the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: __-_ _ __--_-__-__ __ Penalty: Interest this period OF PAT~tICK J. McCAt~TMY A I, PAT£tICK J. McCAaZT a divorced man, bei ng of sound mind and disposing memory and a resident of 4593 Vorth Apache Trail, iiernando, Citrus County, Florida 32642, do hereby ma!c~, publish and declare this instrument to 'oe my Last 'dill and Testament, hereby revoking all other wills or codicils heretofore made by me. T•r~ar n~Ts I hereby direct that my body be buried in a manner suitable to my circumstances in life, and I further direct t'nat my Personal Representative or alternate Personal Representative hereinafter named pay as soon as practicable all of my just debts, including the e~:aenses of mgj last illness and of my funeral a::d burial. ITEM TWA I hereby nominate and appoint my beloved son-in-law, JAMES HEI~.E, of 304 Wertz Avenue, Mechanicsburg; Pennsylvania 17055, as Personal Representative of this my Last Will anu Testament. I request that no bond be required of my Personal Representative. If he is unable or unwilling to serve, then I appoint as alternate Personal Representative my beloved daughter, PATRICIA HEILE, of 304 Wertz Avenue, Mechanicsburg, Pennsylvania 17055. I request that no bond be required of my alternate Personal Representative. I hereby give to my Personal Representative and alternate Personal '~ -~-- , 1'l~ Patric"k J. c arthy -' 1 Representative full power and authority at any time or times to sell, mortgage, pledge, exchange or otherwise deal with or dispose of the property comprising my estate, upon such terms as he or she shall deem best; to settle and compromise any and all claims in favor of or against my estate which he or s'ne small deem advisable; and to make, execute and deliver all deeds, contracts, mortgages, bills of sale or other instruments necessary or desirable therefor, My~ Personal Representative and alternate Personal Representative are expressly authorized to postpone final distribution of my estate, pending final determination of t:ax liabilities in connection therewith, rmr•.s mvsnrr. Pursuant to Florida Statutes section 73?_.515 (1989), I may leave a separate writing or list identifying bequests of tangible personal property not otherwise specifically disposed of by this will. Any such separate writing or list in existence at the time of my death shall be determinative with respect to ail bequests made therein. If no separate writing or list is found and properly identified by my Personal ~2epresentative or alternate Personal Representative within thirty (3d) days after his or her qualification, it shall be presured that there is no such separate writing or list and any sar~sequ=ntly discovered separate writing or list shall be ignored. rmr3.,r nnrm I hereby give, bequeath, and devise all of t'ne rest, residue and remainder of the property which I may awn at the time of my death, whether the same be real, personal or mixed real and personal, tangible or intangible of whatsoever nature and wheresoever situate, including all property which I may acquire or Patrick J c arihy 2 otherwise become entitled to after the execution of this Will, including but not limited to all lapsed legacies,, bequests, devises and any property over or concerning which I have power of appointment to my beloved children, in three (3) equal shares, share and share alike, one share to each, as follows: One share to my beloved daughter, PATRICI~I HEIY.E, of 304 Wertz Avenue, Mechanicsburg, Pennsylvania 17055; .;~,,., One share to my beloved son, KEVIN McCARTHY, of 306 Battle Ground Avenue, New Bern, North Carolina 28560; and One share to my beloved daughter, SUSAN McCARTHY, of 1518 Manley Road, Unit B-I7, West Chester, Pennsylvania 19382. If any of the above named beneficiaries should predecease me, then I hereby give, bequeath and devise her or his share to her or his lineal descendants in being on ti"le date of my death. This bequest shall be construed to include any and all children adopted by them during her or his =Lifetime, share and share alike per stirpes. If she or i'le shallleave no lineal descendants, then I hereby give, bequeath and devise her or his share to the survivors of my original bequest. IN FITNESS WF3ERE®F, I have hereunto set my hand and seal this _~ day of July, 1991, to this my Last Will anal Testament, consisting of four (4) pages. ~-~ M PATRICK J. CARTHY" We, the undersigned, do hereby certify that on the day and year last above writ-ten, PATRICK J. McCART>a`I, personally known t o us, being of sound mind and good bodily health; subscribed the foregoing instrument in our presence, and in the presence of each 3 b of us, and at the same time declared the same to be his Last Will and Testament, and at his request in his presence and hearing, and the presence and hearing of each ot'ner, we Have subscribed our names~,~.l on~~ day and year last above written. STATE ~F ~iT.ORI COUNTY ®F CITRUS r e s i d i ng a t .~./dn/,~,c~ ~s ~~ residing at-~~y,FV,.I~ ~~ _ We, the undersigned testator and witnesses, respectively, whose names are signed to the foregoing instrument, having been sworn, signed and declared to the undersigned officer that the testator in the presence of the witnesses sign:~d the instrument as his Last Will and Testament, that he signed, a.nd that each of the witnesses, in the presence of the testator and. in the presence of each other, signed the Last Will and Testament. Subscribed and sworn to before me by PATRICK J. McCARTHY the testator and by ~h.on-~~~ -~' cS.~/~~ er___ and t,C.)I~~IC~3~ c~• cS~G~Ur1-~G~.~/~ the witnesses, on the /5~' day of July, 1991. N®T~RY F~1BL~~~~ My Commission i~~s:pires: ~ ,a ~ -~v2 4 _~ . ~.~,' ~~ ~ ~ t ~ ~~~~ ` '~' ~ ~~~~ . ~° ~~-'~ ~ ~ ~ m ~ ~N ~ a ~~~ ~~ ~~ Z ' r ~ ~"' ~ ~ v h ~~, ~ c ~ w : ~ w'~ ~ ~ ~ ~" ~ ~ H ~d A ~ z ~, ° x ~z ~~ ~~ ~~ ~ ~ ~~~ ,~ ~ °' ~w N N ~ C~ ° ° v ~ y N + - ~ r- f. _~. .. ,...M.~, .t~ c INVENTORY REGISTER OF WILLS OFCUMBERLAND C"OUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA ~ SS COUNTY OF CUMBERLAND File Nutnber 21 08 0030 Personal Representative(s) of the Estate of PATRICK J. MCCARTHY deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memoran~i m at the end of this inventory. I verify that the statements made in this Inven- ~ tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa. C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) SUSAN H. CONFAIR _ (Supreme Court 1. D. No.) 70241 (Address) 2331 MARKET STREET CAMP HILL PA 17011 (Telephone) 7177631383 DATE OF DEATH LAST RESIDENCE DECEDENTS SOC. SEC. NQ. 100 MT. ALLEN DRIVE 11/412007 MECHANICSBURG PA 17055 036229542 FIGURES MUST BE TOTALED Stocks & Bonds DYNEGY INC. (FORMERLY ILLINOIS POWER COMPANY) 80 SHARES ~ ~ `~ 716.80 - f ~ J ~_. Closely-Held Corporation, Partnership or Sole-Proprietorship ? ~ ~ ~ ~' - _'7 .-~ _.- - .. ~1 ^ ~ ` ._ ~.. ... Mortgages & Notes Receivable ' -r `' ~°" - ~, , .. Cash, Bank Deposits, & Misc. Personal Property ~ a SOVEREIGN BANK, PO BOX 841005, BOSTON, MA 02284 48,392.37 CHECKING ACCOUNT - 1671017277 MEMBERS 1ST FEDERAL CREDIT UNION , 5000 LOUISE DRIVE, MECHANICSBURG 1,605.00 PA 17055 REGULAR SAVINGS ACCOUNT - 274795-00 (Attach additional sheets as needed) TOTAL: 299,433.96 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(b)) Form RW-09 rev. ID.13.06 \`~~ u s Continuation of Inventory PATRICK J. MCCARTHY 21 08 0030 Decedent Name Page 1 File Number Description of Inventory MEMBERS 1ST FEDERAL CREDIT UNION, 5000 LOUISE DRIVE, MECHANICSBURG 33,637.88 PA 17055 CHECKING ACCOUNT - 274795-11 MEMBERS 1ST FEDERAL CREDIT UNION, 5000 LOUISE DRIVE, MECHANICSBURG 105,144.53 PA 17055 INVESTMENT SAVINGS ACCOUNT - 274795-05 MEMBERS 1ST FEDERAL CREDIT UNION, 5000 LOUISE DRIVE, MECHANICSBURG 106,763.03 PA 17055 CERTIFICATE OF DEPOSIT - 274795-40 TAX REFUND 2,674.35 PERSONAL PROPERTY 500.00 F?eal Estate Subtotal $ 248,719,79 Grand Total $ 299,433.96