HomeMy WebLinkAbout10-14-08
ar~~~I..a~'
15056051058 `--~~~
REV-1500 EX (06-05)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes Coun Code Year File Number
~
PO BOX 280601 INHERITANCE TAX RETURN - ""° "'
""
ii
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 i 08 0555
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
203-18-2772 ' 05/13/2008 107/03/1926
Decedents~Las,_ ~ _.~_._._.__W
t Name __ __ __ ___ .._._. _.._.,..._._.__... __.___ _. ~ _~
Suffix Decedent's First Name MI
McGee ~ ~ Laura
C,
__ ,
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
1I
~
~
~
_.. _._ _..
....
Spouse's Social Security Number ~' 1 z
3 ~
~
~
..
_ ~~~~ ~~~~~~ ~ ~ ~~~~~~~~~~ ~~ ~~ ~ ~ ~~~ ~~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
_..__.___ _____~__ .. REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
f~ 1. Original Return CI~3 2. Supplemental Return C 3. Remainder Return (date of death
prior to 12-13-82)
C 4. Limited Estate {, 4a. Future Interest Compromise (date of C~3 5. Federal Estate Tax Return Required
death after 12-12-82)
Cam? 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust _ 1,_ , 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
t 9. Litigation Proceeds Received C 10. Spousal Poverty Credit (date of death t 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 ~ECTED TO:
,Name ~ Daytime Telep~igne Number o
.
`John M Eakin :717 766-~ ____._._~_~
~ ) ~~ o ~:~~~
_
e~
Firm Name (If Applicable) _
_ t~"Z ~ '~ ~-""~W
..
REGISTER'Cfl ILLS US'0"UNLY ~ _
Ei _ ~ 7
;.First line of address _ _ 7 : ~ -p - =.
~~~~ ~1
`Market Square Building ~ 1 ~ w ~ °~
Second line of address j
~
,City or Post Office State
Mechanicsburg ' pA
Correspondent's a-mail address:
_.......... _..... i DATE FILED
ZIP Code ~_._______ ______.___....._____.
17055
under penaines of peryury, 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 PERSON
hILING RETURN
ADDRESS ` G~
Market Square Buil ng, Mechanicsburg, PA 17055
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
HUUKtJJ -
Market Square Building, Mechanicsburg, PA 17055
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056051058 15056051058
r
J
15056052059
REV-1500 EX
Decedent's Social Security Number
Decedents Name: Laura C McGee ' 203-18-2772
RECAPITULATION
1. Real estate (ScheduleA) ............................................. 1. 135,000.00
"~~~.~,._"M:."..~....~..~.~...~._w..,.,.~.~,"
2. Stocks and Bonds (Schedule B) ....................................... 2. 5,838.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. ',
4. Mortgages & Notes Receivable (Schedule D) ............................. 4.
...~. ~ A"._. ._...~.".._._~"__.~.-..~."._._.___..~
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 106,528.09
6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property "~"~"°°"`"""~ "'W"""°'~"`~""`""'~'"""~`~"""
(Schedule G) l_:_.3 Separate Billing Requested........ 7. '; 5,146.12
8. Total Gross Assets (total Lines 1-7) .................................... 8. ! 252,512.21
9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. ! 27 806.87 :'
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10.
11. Total Deductions (total Lines 9 8 10) ................................... 11.
12. Net Value of Estate (Line 8 minus Line 11) .............................. 12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ........................ 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. ':
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 _ _._.
(a)(1.2) X .0_ ' 15.
16. Amount of Line 14 taxable ....___""_~".__._.._._.._._...""__..__~__"..._.w.W.."_...__."_"_ .Y
at lineal rate X .0 _ 16
17. Amount of Line 14 taxable ._"~ ~'"_._~~~m~M~'~mm~` ~~~"~""""""°"°`
at sibling rate X .12 ' 17
18. Amount of Line 14 taxable " ~" ~~""" ~~~ "._,._ '_._" ~~"
at collateral rate X .15 222,583.07 '
_ _ __ 18
19. TAX DUE .........................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
.~ ~",..
2,122.27
29,929.14
222,583.07
222,583.07
15056052059 Side 2
15056052059
REV-1500 EX Page 3
Decedent's Complete Address:
File N,~,mbar _.._._.r.........._
2~1 ~ ~08~ €0555
__v.. _....__._...~.,w..~...~M......~ _ _ ,.~.....~..~___-~
DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER
Laura C McGee 203-18-2772
STREET ADDRESS
900 East Simpson Street
CITE' STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A, Spousal Poverty Credit
B. Prior Payments 33,836.61
C. Discount 1,578.90
3. InteresUPenalty if appliceble
D. Interest
E. Penalty
(1) 33,387.46
Total Credits (A + B + C) (2) 35,415.51
Total InteresUPenalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (q)
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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable fo: REGISTER OF WILLS, AGENT
2,028.05
.t~ y
~ A.L . ..fv Z ~ ~y i.. ".. 34+ ~ 3h .... ... ~ ~"~ .. . " ~ . , t..'~~ 4'= fi.`~C~.~ :a??""-~"f'~ v.. f., ~~ ~.~ `.:
.. _ -.. ~- -. _ .. ~... _. i .. ..... .... } . ~..~..
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)J.
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)J. 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.
FYEV-1502 Ek+ (6-98)
. SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~• 900 E. Simpson Street, Mechanicsburg, purchase price, see attached agreement of sale 135,000.00
D
TOTAL (Also enter on line 1, Recapitulation) S 135,000.00
(If more space is needed, insert additional sheets of the same size)
AGREEMENT OF SALE
MADE THIS day of October; 2008, by and between JOHN 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
PR~FIV~S_~.- S~ 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 a abl ~ F~ `'~ ~~' i °O"Q°) '" "'"
rY )
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• DITIONS PRECEDENT TO PLIRCHA~FR~ OB IGATi(»vc
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 ELLER 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 P TRCHASER 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
and year first above written.
WITNESS: SELLER•
~~
Laura C. McGee Estate
~.
John M akin, Executor
PURCHASERS:
Calvin G. Johnson
iy
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-1503 EX+ (6-98)
scNE~u~E s
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Laura C. McGee 21-08-0555
Ali property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
~~ Series EE US Savings Bond $1,000.00, date of issue 10/19/92, 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 10/19/92, 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 10119/92
see attached
, 1,167.60
TOTAL (Also enter on line 2, Recapitulation) S 5,838.00
(If more space is needed, insert additional sheets of the same size)
Calculated Value of Your Paper Savings Bond(s) Page 1 of 1
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 05/2008
Total Price Total Value Total Interest YTD Interest
$2,500.00 $5,838.00 $3,338.00 $114 00
Bonds: 1-5 of 5
Ser~ai
#,
Series Denom Issue. Next Final
Date Accrual Maturity Issue
price
Interest Interest
Rate Value NotE
NAr EE $1000„ 10/1992:10/2008t10/2022r $500.00. $667.60r 4.00%i$1~167.60
_NA EE x$11000, ,10/1992 10%2008 „10%2022 $,500.00x. . X667 60 _ ,4 00% ~1~167 60
NA
EE x$1`000:
10/1992 10/200810~2022r
, X500 OOr
667 60 4
4 00%v~1
1167 60
NA;
EE ; $11000;
10/1992 10/2008* 10/2022 _
$500 00 _
$667 60 i
.~~..
4.00%'$1167 60
NA. EE ; $11000 10/1992 10/2008 10/2022¢ $500 00 $667 60 4 00% $1
167 60
Totals for 9 Bonds ~ $ ~
2,500 00 = $ ,
3,338.00 ,
_
$5,838.00
Notes
NI ;Not Issued
NE r Not eligible for payment
P5 =Includes 3 month interest penalty _„
MA ;Matured and not earnin interest
http://www.treasurydirect.govBC/SBCPrice 10/1 /2008
REV-1508 EX+ (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASFI, BANK DEPOSITS & MISC.
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
NUMBER
DESCRIPTION VALUE AT DATE
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 Checking Account #6100703525, see attached
16,786.20
16. Soverign Bank CD456722, $5,000.00 issued 10/27/03 maturity 9/27/08 -3.99% int. accumulated $906
06
. 5,906.21
17. Soverign Bank CD489880, $5,000.00 issued 6/3/04 maturity 5/3/09 - 4.17% int. accumulated $839.71 5,839.71
18. Soverign Bank CD 456798, $3,000.00 issued 10/27/03 maturity 9/27/08 - 3.99% int. accumulated $543.64 3,543.64
TOTAL (Also enter on line 5, Recapitulation) S 106,528.09
(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
~~~,1~~
~~
~ ~ ~ ~ ~~ ,~~ ~ Ce~~~
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~~ ~~ 3 ~ ~-.'~ s
~ ~~ ~
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~`''~~
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 vahzed.
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. $100.
2. Small round Table in back bedroom. 25.
3. Lingerie Chest left for Auction
4. Recliner Chair in living room. 50.
5. Television and VCR/DVD in living room. 75.
6. Slant lid Desk (white) in kitchen. 100,
7. Toaster Oven in kitchen. 10.
8. Refrigerator in kitchen. 225,
9. Silver plate Coffee Set 25.
10. Glass Pitcher and matching Glasses left for Auction
11. Slant lid Desk in Basement left for Auction
12. Drafting Desk in basement. 15.
13. Roll Top Desk in basement. 35.
14. Brown Wicker Sofa on back porch. 145.
15. White Wicker Rocker on back porch. 35.
16. Bench on front porch left for Auction
17. Jewelry Box 5.
$840.00
18. 1998 Buick Century $'~0'~.00!
s;
~d. O ~
Ci~
Ci#izens Bani~~
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 15219
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of his/her date of death.
For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please
call l -888-999-6884
Sincerely,
Cheryl El-Walker
Operations Services
Citizens Ban~C
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
Princi al 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 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 $8.32
+~~tizens Bank
Account Number 6140791391
Account Title LAURA C MCGEE
Date O ened 4/3/2001
Account T e Time De osits
Princi al 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 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 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 B~nk°
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-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
Laura C. McGee 21-08-0555
t~:_ _,.~.,..,.,~,..~„~~ ~e ,.,.,.~,.ioro~ ~,,,~ riot .f the answer to anv of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
(If more space is needed, insert additional sheets of the same size)
Citizens Bank~~
Account Number 6140707552 2 ~
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
{EV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
SCHEDULE N
FUNERAL EXPENSES &
... u u unman •rn is P/'~CTC
ESTATE OF
Laura C. McGee
ITEM
NUMBER
A. FUNERAL EXPENSES:
t ~ Myers Funeral Home
FILE NUMBER
21-08-0555
Debts of decedent must be reported on Schedule I.
7,126.00
g. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 10,500.00
Name of Personal Representative(s) JOhn M. Eakin
Social Security Number(s)IEIN Number of Personal Representative(s) _
screetAddress Market Square Building
City Mechanicsburg .state PA 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. ;!~~~- of Sel(irt Qyal ~ I~9~~
~ ~tn1~ Po~~-~ei ~e~ -Av~t;~iol~eer' 8 13S'ti,°''
2,700.00
7. The Sentinel, estate notice 118.72
8. The Cumberland Law Journal, estate notice 75.00
9. Central Penn Appriasals, Real estate appraisal 300.00
10. Commonwealth of Pa $68.50 and PA Auto License Broker $50.00, car Transfer 118.50
11. Frank Potteiger, Auctioneer ; Pk~~;r, ~'Q(~ 917.65
1z. Glenn May, lawn maintenance 595..00
TOTAL (Also enter on line 9, Recapitulation) 3 27,806.87
(If more space is needed, insert additional sheets of the same size)
REV•1512EXi(12-03) $CI'IEDI~I.E 1
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF 21-08-0555
Laura C. McGee
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unreimbursed medics VALUE AT DATE
ITEM DESCRIPTION OF DEATH
NUMBER
~• Travelers Indemnity & Affiliates, homeowners insurance 416.00
2. United Water, water bill 63.70
3. PP&L, electric bill 168.02 ,
4. Barry Heckard, tax collector 1,426.90
5. Mechanicsburg Borough, sewer 47.65
TOTAL (Also enter on line 10, Recapitulation) $ 2,122.27
(If more space is needed, insert additional sheets of the same size)
y
REV-1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I E
(If more space is needed, insert additional sheets of the same size)
~.ac~t ~iYY ~~b ~e~t~r~er~t
Df
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 may be 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 q~'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.
~~ ~ ~~~(SEAL)
Laura C. McGee
Sworn and subscribed to before
me this ~~ day of May, 2008 ---....-.._._
NOTARWL SEAL
+ ~ ~~ ,~~ HEIDI M NELSON
•-A ~~ ~ . ~~r~%"J,~ ~ ` Notary Pubtic
l~ ~FiMI~dN~D001NN
Notary Public My Commlulon Expires Jun 27, zo> >
COMMONWEALTH OF PENNSYLVANIA )
SS
COUNTY OF CUMBERLAND )
We, the undersigned, J. Robert Stauffer and John 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