The URL can be used to link to this page

Home My WebLink About10-08-08ti e 15056051058 V~ I r,'r ~L~t t REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN ~~~~~ ~ ~ ~ ~ ~ ~ ~~~ ~~ ~ ~~ Po eox 280601 21 08 0555 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ' ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 203-18-2772 05/13/2008 ! 07/03/1926 .. _ _ __ - _~ . ~.e .~ ~__ _ _.~ .._.. ~_ _ . Decedent's Last Name Suffix Decedent's First Name MI _: __ _ __ 'McGee ;Laura ' C 3 _ __ . _ __ _ __ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse s First Name. MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~.~~ 1. Original Return t,_,:~'"~ 2. Supplemental Return `,,~ 3. Remainder Return (date of death prior to 12-13-82) r~~,„ 4. Limited Estate 4a. Future Interest Compromise (date of C r';~ 5. Federal Estate Tax Return Required death after 12-12-82) {~W~a 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~..__ 8. Total Number of Safe Deposit Boxes (Attach Copy of Wilt) (Attach Copy of Trust} 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~w,:°k 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 CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0; Name Daytime Telephone Number John M. Eakin (717) 766-3172 _ .. _. _ ,~ Firm Name (If Applicable) ___ __ _ REGIST OF WILLS U~E~ONLY _ ~ c~ -- CJ ~ _ __ First fine of address Market Square Building Second line of address City or Post Office Mechanicsburg _. Correspondent's a-mail address: State 'PA ZIP Code '17055 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 preparer has any knowledge. SIGNATURE OF RSON RE O SI,BLE FOR FILING RETURN ; DA,F~ ~ ~. ADDRESS U Market Square Building, Mechanicsburg, PA 17055 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS Market Square Building, Mechanicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 'J REV-1500 EX Laura Decedent's Name: -_ RECAPITULATION 15056052059 C McGee Decedent's Social Security Number 203-18-2772 1. Real estate (Schedule A} ............................................. 1. 135,000 00 2. Stocks and Bonds (Schedule B) ... . ...... . ............................ 2. 5,$38.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. ', 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. ' 121,848.40 ', 6. Jointly Owned Property (Schedule F) ems Separate Billing Requested ....... 6. .~. ._. ._.._.. _ _..w_._.....~..____ _ _. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property . 146 12 5 (Schedule G) ~ Separate Billing Requested........ 7. , . 8. Total Gross Assets (total Lines 1-7) .................................... ....~..~.__ .~. 8. !, 267,832.52 -. ~ 9. ._..-...w..~...~.~ Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. ' 29,606.87 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. ' 2,122.27 11. Total Deductions (total Lines 9 ~ 10) ................................... 11. ! 31,729.14 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. ' 236,103.38 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ~. ~._.... ~ _~... . . , ... , . _.... .. .. ,.._._._ _N,_~._.., . an election to tax has not been made (Schedule J) ........................ 13. ' !, 14. Net Value SubJect to Tax (Line 12 minus Line 13) ........................ 14. '; 236,103.3$ 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- 15. _ .. ..... ..... ._... ..,..,. . __ _. ~......._..,.._ .. 16. .,.._.. ..~. Amount of Line 14 taxable .. ._ ,.._.__, v. at lineal rate X .0 _ 16. . _... ....._~ _ _ ~_._.._. _ _ __ _ _... ~_ .....~._~., .., 17. .... _ ...~~ Amount of Line 14 taxable .~. _ __ v_ _. ~ _ _ ..._., at sibling rate X .12 ....... ...~_. ~. 17. ...._ s_ ._ ~...... _, _~.,.. ,___~__. _ ...,, N~..~.._ .~. .._.,_..., 18. Amount of tine 14 taxable 38 ' 35,415.51 103 236 at collateral rate X .15 , . 1$• 19. TAX DUE ........................... ..............................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT s° 15056052059 Side 2 15056052059 REV-1500 EX Page 3 nnr•nrlnn4'c f'_mm~lptp ~~Irlrpcc' FileWNumberw,_, ,, ~.~ _.~; u~...,., 21 j f 08 ~ ;0555 ._..___ w. __.._.~ ___~.~,,. ~ ......,. ------- - DECEDENT'S NAME DECEDENT S SOCIAL SECURITY NUMBER Laura C McGee 203-18-2772 STREET ADDRESS 900 East Simpson Street CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty 30,000.00 1,578.90 Total Credits (A + B + C) (2) Total InterestlPenalty (D + E ) 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. 5. 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 35,415.51 31,578.90 3, 836.61 3,836.61 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 :................................................................................... ....... ^ 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? ....................................................................................................... ....... ^ 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}]. 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-1502 4=X+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHED~iLE A REAL ESTATE ESTATE OF FILE NUMBER Laura C. McGee 21-08-0555 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, bath having reasonable knowledge of the relevant facts. {If more space is needed, insert additional sheets of the same size) AGREEMENT OF SALE MADE THIS .~,~ day of October, 2008, by and between JbHN M. EAKIN, Executor the Last Will and Testament of Laura c. McGee, deceased, of Mechanicsburg, County of Cumberland, and State of Pennsylvania, SELLER AND CALVIN G. JOHNSON and SHARON E. JOHNSON, husband and wife, of the Township of Hampden, Cumberland County, Pennsylvania, PURCHASERS PREMISES SOLD SELLER agrees to sell and convey to the PURCHASERS and the PURCHASERS agrees to purchase from the SELLER the real estate described in Exhibit A. (900 East Simpson Street, Mechanicsburg) 2. PURCHASE PRICE. Purchase price shall be One Hundred Thirty Five Thousand ($135,000.00) Dollars payable '- ) Dollars upon the execution of this agreement to be held in escrow by an agreed upon party and the balance in cash at the time of settlement. 3. SETTLEMENT. Settlement shall be on or before October 30, 2008. 4. FIXTURES. The items which are considered as real estate and are included in the sale are refrigerator, stove, window treatments, and chandelier in dining room. 5. CONDITIONS PRECEDENT TO PURCHASER' S OBLIGATION a.) Termite inspection -PURCHASERS shall have the right at their expense to obtain an inspection by a licensed pest inspector, certified by the Pennsylvania Department of Agriculture who shall prepare a written "Wood Destroying Insect Infestation and Resulting Damage Report". This report is to provide that an inspection of the visible and accessible areas of all structures within the Property limits has been made satisfactory to and in compliance with applicable laws and the requirements of mortgage lending institutions. If the inspection reveals evidence of active infestation, previous infestation and/or resultant damage which has not been corrected, the PURCHASERS shall provide the SELLER with the report of the inspector with recommendation of the necessary repairs to correct the damage. In the event the parties cannot agree on the work necessary to correct the damage ,the cost or payment therefor, the PURCHASERS receives the right to avoid the contract in which case the amount already paid shall be returned to PURCHASERS and the rights of the parties shall be at an end. b.) Construction inspection - The obligation of the PURCHASERS is conditioned on an inspection of the residence and a certificate from a qualified inspector that the dwelling is structurally sound and in good repair. Upon execution of this agreement the PURCHASERS shall retain a qualified building inspector at their expense who shall be given access to the building to make his inspection. A written report of the inspection of the condition of the building shall be provided to both parties. In the event said inspection reveals structural defects or defective fixtures or equipment the PURCHASERS shall inform the SELLER of the defects and in the event the parties do not agree on the procedure and 2 expense of correcting the defect, the PURCHASERS reserves the right to avoid the contract in which case the amount already paid shall be returned to them and the right of the parties shall be at an end. 7. DEED. At Settlement, SELLER shall deliver to PURCHASERS a special warranty deed. The property is to be conveyed free and clear of all liens, encumbrances, and easements, excepting easements for roads, or rights of public service companies, if any agreements of like matters of record, and easements or restrictions visible upon the ground. Title to the Property shall be good and marketable and as such will be insured at regular rates by a Title Insurance company licensed to do business in Pennsylvania. 8. RISK OF LOSS. SELLER shall maintain insurance on the property until settlement and SELLER shall bear the risk of loss from fire or other casualty until settlement. 9. TAXES. Real estate taxes and assessable charges shall be prorated as of the day of settlement and each party shall pay half of all transfer taxes. 10. DEFAULT BY SELLER. In the event SELLER fails or refuses to convey good and marketable title and such as will be insured by a licensed title insurance company at regular rates, PURCHASERS shall have the option to either (a) take the title SELLER can give without abatement of price of (b) rescind the contract whereupon the down payment shall be returned and the rights of the parties shall be at and or (c ) proceed by an action at law or equity to enforce their rights under the contract. 11. DEFAULT BY PURCHASER. In the event PURCHASERS fail or refuse to make settlement all contingencies having been met, time being of the essence, 3 the amount already paid shall be forfeited as liquidated damages and the rights or the parties shall be at an end and the SELLER may convey the premises free and clear of any claims of the PURCHASERS. IN WITNESS WHEREOF, the parties hereto set their hands and seals the day aid year first above written. WITNESS: SELLER: ~,,~ j Laura C. McGee Estate John M akin, Executor PURCHASERS: Calvin G. Johnson ~~ Sharon E. Johnson '~ 4 DESCRIPTION OF REAL ESTATE BEGINNING at a point on the center line of the Simpson Ferry Road, said point being at a distance of eighteen hundred eighty (1860) feet measured in a westerly direction from the westerly line of lands of the Koller Estate; thence along other lands nor or formerly of John A. Cocklin south ten (10) degrees east two hundred (200) feet to a point; thence along lands o f C.A. Lantzy south eighty (80) degrees west seventy-five (75) feet to a point; thence along other lands of C.A. Lantzy north ten (10) degrees west two hundred (200) feet to a point in the center line of the Simpson Ferry Road; thence along the center line of said Road north eighty (80) degrees east seventy-five (75) feet to the point or place of BEGINNING. HAVING thereon erected a single family residence numbered 900 East Simpson Street, Mechanicsburg, Pennsylvania. BEING the same premises which Annabelle M. Norris, widow, by her deed dated June 13, 1958, and recorded in the Cumberland County Recorder's Office in Deed Book "M", Volume 18, at Page 139, granted and conveyed unto Donald Kemp McGee, Jr. and Laura C. McGee, his wife. Donald Kemp McGee died February 14, 1996 whereupon fee simple title vested in Laura C. McGee by operation of law. Exhibit A 5 REV-15x3 EX+ (6-98} COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Laura C. McGee 21-08-0555 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~ • Series EE US Savings Bond $1,000.00, date of issue 10119/92, see attached 1,167.60 2. Series EE US Savings Bond $1,000.00, date of issue 10/19/92, see attached 1,167.60 3. Series EE US Savings Bond $1,000.00, date of issue 10/19192, see attached 1,167.60 4. Series EE US Savings Bond $1,000.00, date of issue 10!19/92, see attached 1,167.60 5. Series EE US Savings Bond $1,000.00, date of issue 10/19/92, see attached 1,167.60 TOTAL (Also enter on line 2, Recapitulation) I $ 5,838.00 (If more space is needed, insert additional sheets of the same size) Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 05/2008 Page 1 of 1 Tatal Price Tata1 Value Tatai Interest YTD Interest $2,500.00 $5,838.00 $3,338.00 $114.00 Bonds: 1-5 of 5 serial Series Denom Issue. Next Final # Date Accrual Maturity NA: EE $1,000 , 10/1992: .10/2008 10/2022:_ NA EE , . $1,000 1011992 10/2008 10/2022 NA; EE R $1,000„ 10/1992 10/2008 10/2022 NA= EE $1,000 10/1992 10/20084 10/2022 NA; EE ' $1,000, 10/1992 10/2008 10/2022 Totals for 5 Bonds' Notes NI ~ Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest Issue Interest Interest Value Nate Price Rate 500 00 ~ 667 60 4.00% 1,167 60 ti $500.00? $667 60 4 00% $1167 60 500.00 667.60 4 00% 1,167 60 $500.00 ~ $667.60 , 4.00°l0 ~ $1,167.60 $500.00 $667.60 4.00% $1,167.60, 2,500.00: $3,338.00 $5,838.00 $ http://www.treasurydirect.gov/BC/SBCPrice 10/1 /2008 REV-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS & MISC. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Laura C. McGee 21-08-0555 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. The Patriot News -Refund 42.30 2. 1998 Buick Century, appraised value, see attached 2,360.00 3. Shipley Oil- Refund 407.29 4. Personal Property ,appraised value, see attached 840.00 5. Personal Property, auction proceeds 3,804.00 6. Cash 70.00 7. Citizens Bank Savings Account Number 6251643677, see attached 8,252.57 8. Citizens Bank CD # 6249683882, see attached 5,297.04 9. Citizens Bank CD #6249683513, see attached 10,599.72 10. Citizens Bank CD #6249683386, see attached 8,512.79 11. Citizens Bank CD #6249682665, see attached 5,621.32 12. Citizens Bank CD #6140791391, see attached 5,266.02 13. Citizens Bank CD #6140721598, see attached ~ 7,387.78 14. Citizens Bank Checking Account #6213378131, see attached 15,991.50 15. Citizens Bank Ghecking Account #6100703525, see attached 16,786.20 16. Soverign Bank CD456722, $5,000.00 issued 10/27/03. maturity 9127/08 -3.99% int. accumulated $906.06 5,906.21 17. Soverign Bank CD489880, $5,000.00 issued 6/3104 maturity 513109 - 4.17% int. accumulated $839.71 5,839.71 18. Soverign Bank CD 456798, $3,000.00 issued 10!27!03 maturity 9127108 - 3.99°!° int. accumulated $543.64 3,543.64 19. Waypoint Bank CD019714, $5,000.00 issued 10/27103 maturity 9/27108 - 3.45% int. accumulated $610.94 5,610.94 20. Waypoint Bank CD019718, $3,000.00 issued 10127/03 maturity 9127108 -3.45% int. accumulated $884.06 3, 884.06 21. Waypoint Bank CD032982, $5,000.00 issued 6/3/04 maturity 5/3!09 - 4.17% int. accumulated $825.31 5,825.31 TOTAL (Also enter on line 5, Recapitulation) $ 121,848.40 (If more space is needed, insert additional sheets of the same size) William H. Wessels Since 1986 811 Route IS N, Dillsburg, PA 17019 • Phone 432-2918 • wesselsusedcars.com Notary Public • Temporary Tags ~~ ~ ~ ~~~- C~~~- ~~ `13$ ~~1~~ o~ ~~ ~ _--___. 1lz~lo~ - .~ ~~ "1 ~ i ~; G`~ To: John Eakin Re: Laura Mcgee's Estate From: Linda and Jim Zeigler These are the items of value from Laura McGee's estate that we wish to be valued. We would like to see an itemized valuation on these items so a decision can be made on which items will be retained. 1. 2 matching, Dressers in back bedroom. 2. Small round Table in back bedroom. 3. Lingerie Chest 4. Recliner Chair in living room. 5. Television and VCR/DVD in living room. 6. Slant lid Desk (white) in kitchen. 7. Toaster Oven in kitchen. 8. Refrigerator in kitchen. 9. Silver plate Coffee Set 10. Glass Pitcher and matching Glasses 11. Slant lid Desk in Basement 12. Drafting Desk in basement. 13. Roll Top Desk in basement. 14. Brown Wicker Sofa on back porch. 15. White Wicker Rocker on back porch. 16. Bench on front porch 17. Jewelry Box 18. 1998 Buick Century ~~, ~ CU ~~ $100. 25. left for Auction 50. 75. 100, 10. 225. 25. deft for Auction left for Auction 15. 35. 145. 35. left for Auction 5. $840.00 +- ~~ Citizens Bank JOHN M EAKIN, ESQ MARKET SQUARE BLDG MECHANICSBURG PA 17055 Estate of LAURA C MCGEE Date of Death: May 13, 2008 SSN: 203-18-2772 Dear Sir/Madam: 525 William Penn Place ''~ Suite 153-2618 ~~' Pittsburgh, PA 152 ] 9 In accordance with your request, the attached information sheet has been provided in the above decedent's name as of histher date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-888-999-6884 Sincerely, Cheryl El-Walker Operations Services Citizet~~ Bank. Account Number 6251643677 Account Title LAURA C MCGEE Date O ened 9/4/2007 Account T e Savin s Princi al Balance as of DOD $8245.32 Interest from Last Postin to DOD $7.25 Account Balance as of DOD $8252.57 YTD Interest to DOD $148.47 Citizens Bank Account Number 6249683882 Account Title LAURA C MCGEE Date O ened 3/9/2007 Account T e Time De osits Principal Balance as of DOD $5293.50 Interest from Last Postin to DOD $3.54 Account Balance as of DOD $5297.04 YTD Interest to DOD $106.24 Citizens Bank Account Number 6249683513 Account Title LAURA C MCGEE Date O ened 1 /8/2007 Account T e Time De osits Princi al Balance as of DOD $10594.25 Interest from Last Postin to DOD $5.47 Account Balance as of DOD $10599.72 YTD Interest to DOD $137.57 Citizens Bank Account Number 6249683386 Account Title LAURA C MCGEE Date O ened 12/11/2006 Account T e Time De osits Princi al Balance as of DOD $8510.60 Interest from Last Postin to DOD $2.19 Account Balance as of DOD $8512.79 YTD Interest to DOD $110.51 ~~ Citizens Bankm Account Number 6249682665 Account Title LAURA C MCGEE Date O ened 5/3/2006 Account T e Time De osits Princi al Balance as of DOD $5507.63 Interest from Last Postin to DOD $113.69 Account Balance as of DOD $5621.32 YTD Interest to DOD $g.32 ~~ Citizens Bank Account Number 6140791391 Account Title LAURA C MCGEE Date O ened 4/3/2001 Account T e Time De osits Principal Balance as of DOD $5260.90 Interest from Last Postin to DOD $5.12 Account Balance as of DOD $5266.02 YTD Interest to DOD $90.91 Citizens Bank Account Number 6140721598 Account Title LAURA C MCGEE Date O ened 1/7/1998 Account T e Time De osits Princi al Balance as of DOD $7385.59 Interest from Last Postin to DOD $2.19 Account Balance as of DOD $7387.78 YTD Interest to DOD $96.32 ~~ Citizens Bank° Account Number 6213378131 Account Title LAURA C MCGEE Date O ened 3/9/2006 Account T e Checkin Princi al Balance as of DOD $15991.50 Interest from Last Postin to DOD $ .00 Account Balance as of DOD $15991.50 YTD Interest to DOD $186.08 Citizens Bank Account Number 6100703525 Account Title LAURA C MCGEE Date O ened 2/22/1983 Account T e Checkin Princi al Balance as of DOD $16786.20 Interest from Last Postin to DOD $ .00 Account Balance as of DOD $16786.20 YTD Interest to DOD $89.18 REV-150 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Laura C. McGee 21-08-0555 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 NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.ATTACHACOPYOFTHEDEEDFORREALESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IFAPPLICABLE) TAXABLE VALUE 1 ~ Citizens Bank IRA 707522, Beneficiary -Laura McGee's Estate see attached , 2,146.12 100 5,146.12 TOTAL (Also enter on line 7 Recapitulation) $ I 5,146.12 (If more space is needed, insert additional sheets of the same size) Citizens ~ank- Account Number 6140707552 ~ ,~ Account Title LAURA C MCGEE Date O ened 9/26/2006 Account T e Time De osits Princi al Balance as of DOD $5141.25 Interest from Last Postin to DOD $4.87 Account Balance as of DOD $5146.12 YTD Interest to DOD $98.39 REV-151'1 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Laura C. McGee 21-08-0555 Debts of decedent must be reported on Schedule I. ITEM AMOUNT NUMBER DESCR{PTION A. FUNERAL EXPENSES: 1 ~ Myers Funeral Home 7,126.00 B. ADMINISTRATIVE COSTS: ~. Personal Representative's Commissions 12,300.00 Name of Personal Representative(s) John M. Eakin Social Security Number(s)IEIN Number of Personal Representative(s) street Address Market Square Building city Mechanicsburg .state FA zip 17055 Year(s) Commission Paid: 2. Attorney Fees • 5, 000.00 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 356.00 5. Accountant's Fees s. ~~ aF Se.Ii~~u~ Q~~~(~~~~ ~~ra~l~ ~v1~t~~~e~_A~c~~«e~; ~i35.o;`=~ 2,700.00 ~. The Sentinel, estate notice 118.72 8. The Cumberland Law Journal, estate notice 75.00 s. Central Penn Appriasals, Real estate appraisal 300.00 f o. Commonwealth of Pa $68.50 and PA Auto License Broker $50.00, car Transfer 118.50 ~ ~ . Frank Potteiger, Auctioneer ~ ~u~ ~. ~ =' sr-, L E 917.65 12. Glenn May, lawn maintenance 595.00 TOTAL (Also enter on line 9, Recapitulation) $ 29,606.87 {If more space is needed, insert additional sheets of the same size) REV•1512 EX+ (12.03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~IEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Laura C. McGee 21-08-0555 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ~~~ more space is neeaetl, insen aotlitional sheets of the same size) REV-1513 EX+ (g-00) ~- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Laura C. McGee 21-08-0555 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 ~ Linda and Jim Zeigler 1280 York Road, Mechanicsburg, PA 17055 Friends entire estate 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 6. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size) ~.~.~t ~ifY ~~b ~e~t~mcer~t of LAURA C. McGEE I, LAURA C. McGEE, of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 2. I direct that there shall be paid out of my residuary estate all estate, inheritance and like taxes together with any interest or penalty thereon imposed by the Government of the United States, or any state or territory thereof, or by any foreign government or political subdivision thereof, in respect to all property required to be included in my gross estate for estate, inheritance or like tax purposes by any of such governments, whether the property passes under this will or otherwise. 3. I give, devise and bequeath my entire estate, real, personal and mixed of whatsoever nature and wheresoever the same maybe situate, to my two friends, JIM ZEIGLER and LINDA L. ZEIGLER, husband and wife, or the survivor of them. 4. Lastly, I nominate, constitute and appoint, JOHN M. EAKIN, to be Executor of this my Last Will and Testament and I further direct that no bond or other security be required of my personal representatives to guarantee faithful performance of his duties. IN WITNESS WHEREOF, I have hereunto set my hand and seal. this ~+'h day of May, 2008 Laura C. McGee COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) I, LAURA C. McGEE, the testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the same instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act and deed, for the purposes therein expr sed. C~.cv~-~c,~ -~ ~,f.J~(SEAL) Laura C. McGee Sworn and subscribed to before me this ~l ~ day of May, 2008 ---• NOTARWI SEAL ~n ~,, ,~/~ HEIDI M NELSON ~n' ~ ~ r t ~.~Y~~"~-`` " Notary Public ~T ~ ~ i 1 M~CI,WVCSBIRGBOROtK~yi, Notary Public My Commiaaton Expires Jun 27, 2oi i COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) We, the undersigned, J. Robert Stauffer and Sohn M. Eakin, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the testatrix, LAURA C. McGEE ,sign and execute the instrument as her Last Will and Testament; that the said testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the testatrix, signed the Will as witnesses; and that, to the best of our knowledge, the testatrix was, at the time, eighteen (18) or more years of age, of sound mind, and under no constraint, duress or undue influence. Sworn and subscribed to before me this day of May, 2008. Notary Public