The URL can be used to link to this page

Home My WebLink About03-0158PETITION FOR PROBATE and GRANT OF LETTERS Estate of also known as .cial Security No. The petition of the Kathryn Shoemaker McKeon llathryn 5. McKeon undersigned respectfully represents that: No. 21.o3-15 To: Register of Wills for the County or' Cumberland in the Commonwealth of Pennsylvania Your petitioner(s), who is/are 18 years of age or older and the executors named in the last will of the above decedent, dated October 28, 2002 and codicil(s) dated N/A (state relevenat circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with the Decedent's last family or principal residence at 19 Strawberry Court (South Middleton Township), Carlisle~ PA 17013 (list street, number and municipality) Decedent, then 89 years of age, died at 442 Walnut Bottom Road~ Carlisle~ Pennsylvania Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No Exceptions February 13, 2003 Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 230,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary thereon. If,&t hy~M~ Kc'on R~6dger~ 315 Glendale street Carlisle, Pennsylvania (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRSENTATIVE COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Swo~t3. to or affirmed and subscribed bo~ore"me this 20t~ of February_. 2003, //Kat~cKe96 Rodffe-rs/~ Donna M, Otto, 1st Deputy ' NO. 21-2003-158 Estate of Kathryn Shoemaker McKeon , a/k/a , Deceased gathr~ S. McKeon DECREE OF PROBATE AND GRANT OF LETTERS AND NOW February 24th ,2003 in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated October 28, 2002 described therein be admitted to probate and filed of record as the last will of Kathryn Shoemaker McKeon also known as Kathryn S. McKeon and Letters Testamentary are hereby granted to Kathy Mci{eon Rodgers Proba.te, Letters, Etc. Short Certificates( 2 ) Renunciati~.n, x-Pages ~ ~; JCP Total FEES $ 270.00 $ b. UU $ $ ~5.oo __ $ iO.uu Filed ................... .$....3..0..x.....q?... February 24th, 2003 Register of Wills ? Donna M.Otto, 1st Deputy Robert G. Frey, 46397 ATTORNEY (Sup. Ct. I.D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE CALL ATTORNEY ON 2-24-2003. REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Robert G. Frey and Mary C. Wert 21-2003-158 (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to la depose(s) and say(s) that they were present and saw Kathryn Shoemaker McKeon the testatrix, sign the same and that they signed as a witness at the request of the testatrix in her prese~ and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affim~ed and subscribed before ~~'~T' ~` ~ /m~?his 2lsd.., day of Robert G. Frey ~ /February, 2003. [ }_ _ O ~z,f) ~ ./ 5 South Hanover Street, Carlisle, PFC013 5 South Hanover Street, Carlisle, PA 17013 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NONSUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that thej are familiar with the signature of Krista King, (one of the subscribing witnesses to) the will presented herewith and that each believes the signature on the will is in the handwriting of Krista King to the be~, of our knowledge and belief. Sworn to or affirmed and subscribed before me this day of Register 5 South Hanover Street, Carlisle, PA 17013 5 South Hanover Street, Carlisle, PA 17013 21-2003-158 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Robert G. Frey and Mary C. Weft (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to la depose(s) and say(s) that they were present and saw Kathryn Shoemaker McKeon the testatrix, sign the same and that they signed as a witness at the request of the testatrix in her prese~ and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before ~ ~~.;is 24th day of ary, 2003./~ /~ ~ DoDna M. Otto:lst DEputy /"Reg~t'er~2~/-~ Robert G. Frey 5 Sout¢~anover Street, Garlisle, PA 17013 Mary C. Wert 5 South Hanover Street, Carlisle, PA 17013 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NONSUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that the~ are familiar with the signature of Krista King, (one of the subscribing witnesses to) the will presented herewith and that each believes the signature on the will is in the handwriting of Krista King to the be~, of our knowledge and belief. Sworn to or affirmed and subscribed before me this day of Register 5 South Hanover Street, Carlisle, PA 17013 5 South Hanover Street, Carlisle, PA 17013 21-2003-158 LAST WILL AND TESTAMENT OF KATHRYN SHOEMAKER McKEON I, KATHRYN SHOEMAKER McKEON, married woman, of South Middleton Township, Cumberland County, Pennsylvania (mailing address: 19 Strawberry Drive, Carlisle, Pennsylvania 17013), being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor to pay all of my debts to which I am bound and the expenses of my funeral, last illness, and of the administration of my estate as soon after my death as may be found convenient to do so. I further direct that my hereinafter named Executor make arrangements for my burial at the family grave at St. Patrick's Cemetery and that the expense of engraving the gravemarker at the said family grave be paid as soon as practicable after my death as a part of the expense of the administration of my estate. 2. I declare that I am married to Kathryn Shoemaker McKeon, and that I have one daughter, Kathy McKeon Rodgers. I further declare that I have no other children. 3. I give and bequeath all my tangible personal property, including automobiles, together with all insurance on such property, to my husband, William H. McKeon, provided he shall survive me by a period ninety (90) days. In the event that my said husband should predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all of my said tangible personal property shall be added to the residue of my estate. 4. I give and bequeath an amount equal to the balance in my Individual Retirement Account at the time of my death to those persons and in the proportions as stated below. Doris McHugh Christensen 12 Cedar Court Carlisle, PA 17013 1% Peggy McHugh Dean 422 Kelling Lane Glencoe, IL 60022 0.5% Charles Henery 1121 Hagy Lane, Box 234 Dauphin, PA 17108 2% Susan Kolva Leitzel 653 Ridge Street Halifax, PA 17032 0.5% Paul Kolva, Sr. 313 West Main Street Lykens, PA 17048 0.5% Paul Kolva, Jr. Hamilton Dr, R.D. 4 Chambersburg, PA 17201 1% Page 1 of 6 pages Robert Kolva 300 Market Street Lykens, PA 17048 Kathryn Lenker RD 1, Box 201 Millersburg, PA 17061 Edna McHugh Collins 19964 Window Rock Drive Surprise, AZ 85374 Joseph & Eleanor McHugh 116 Pine Tree Drive Newville, PA 17241 Rev. Andrew J. Fontanella Personal 140 E. Pomfret Street Carlisle, PA 17013 Laura McKeon Rodgers 250 South Pitt Street Carlisle, PA 17013 Allison E. Rodgers 250 South Pitt Street Carlisle, PA 17013 Kathy McKeon Rodgers 250 South Pitt Street Carlisle, PA 17013 William Rodgers 250 South Pitt Street Carlisle, PA 17013 Dorothy Schwenk 449 North Street Lykens, PA 17048 Chris Skocznski 530 Clermont Drive Harrisburg, PA 17112 Nancy McHugh Vincent 110 Hillcrest Road Camp Hill, PA 17011-1905 William Rodgers 1118 Poplar Avenue Tyrone, PA 16686 1% 1.0% 5% 2.5% 5% 10% 10% 10% 10% 0.75% 5% 0.5% 0.5% Page 2 of 6 pages Karen Byers 1025 S. West Street Carlisle, PA 17013 0.5% Nancy L. Mallein 250 McKnight St. Carlisle, PA 17013 1.5% Randy Brenneman 35 Parker Street Carlisle, PA 17013 0.5% Joyce Palm 254 W. North St. Carlisle, PA 17013 0.5% Kathryn Shoemaker McKeon 19 Strawberry Drive Carlisle, PA 17013 2O% Hans & Betty Uberseder 25 Front St. Lititz, PA 17543 0.5% Lois Stum 356 Roxburry Road Newville, PA 17241 1% Russell Allen 5 Shakespeare Dr. Singing Spring, PA 19608 1% John Sward 150 Garfield Drive Carlisle, PA 17013 0.5% Should any persons predecease me or fail to qualify me by a period of ninety (90) days, that share shall lapse and be added to the residue of my estate. Further, any balance remaining after the payment of the above-stated bequests shall be added to the residue of my estate. 5. I give and bequeath the hereinafter specified sums of money to the following: a. the sum of $500.00 to St. Patrick Church, Carlisle, Pennsylvania. b. the sum of $500.00 to Eleanor McHugh. c. the sum of $500.00 to Lois Stum. 6. All the rest, residue, and remainder of my estate, real, personal, or mixed, and wheresoever the same may be situate, I give, devise, and bequeath as follows: Page 3 of 6 pages a. 5% to my grandchild, Laura McKeon Rodgers. b. 5% to my grandchild, Allison E. Rodgers. c. 90% to my daughter, Kathy McKeon Rodgers. Provided, however, that each shall survive me by a period of ninety (90) days, and if any of the above-named persons fail to so survive me, the share that person would have received shall pass to her issue per stirpes, and if there be no such issue, the share shall lapse and be added to the remaining share or shares. 7. Should any person less than 21 years of age be entitled to distribution from my estate, in such event the share that person would otherwise have received shall be paid to my daughter, Kathy McKeon Rodgers and her husband William G. Rodgers, or either of them, in trust. I authorize the herein named trustee to receive and invest the same, and to pay the income arising therefrom, together with so much of the principal thereof as in his or her opinion is necessary or desirable to be expended for the proper maintenance, support, and education of such person, to or for the benefit of such person, and upon such person attaining 21 years of age to pay to him or her the then remaining principal together with any undistributed income. 8. I direct that all inheritance, estate, and succession taxes payable by reason of my death with respect to property passing under my will or any codicil of my will, pursuant to any beneficiary designations contained in any insurance policies on my life, or pursuant to any joint ownership with me of any property, shall be paid out of residue of the estate without charge or contribution from any person so receiving property as aforesaid. 9. I hereby nominate, constitute, and appoint my daughter, Kathy McKeon Rodgers, as Executrix of this my Last Will and Testament, but should she predecease me or fail to qualify, then in such event I nominate, constitute, and appoint William G. Rodgers, as Executor, and I further direct that neither of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 10. In addition to the powers conferred by law, my herein named Executors and Trustees are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging, or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds, or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for' the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and Page 4 of 6 pages exercise as to all such stocks, bonds, and other securities, the powers of an individual owner who is under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the ex.p.ediency or propriety of any such sale or to see to the application of the purchase money arising therefrom. e. To keep on hand and uninvested such moneys as may be deemed proper and for such period as may be found expedient. f. To compromise, settle, or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or .property so allotted shall be final and conclusive upon all persons interested in the trust or ~n the division or distribution thereof. i. Authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. Page 5 of 6 pages IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on 6 pages, this 28th day of October, 2002. KA'IrHR'~N ~HOEM~AKER' 19I~KEON Signed, sealed, published and declared, by KATHRYN SHOEMAKER McKEON, the Testatrix above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Page 6 of 6 pages CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Kathryn Shoemaker McKeon Date of Death: February 13, 2003 Will No. 21-03-0158 Admin. No. To the Register: I Certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on March 11, 2003 Name Address See Attached List of Beneficiaries. Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except No Exceptions. Date: March 11, 2003 Capacity: Signature Name Robert G. Frey Address 5 South Hanover Street Carlisle, Pennsylvania 17013 Telephone 717 -243-5838 Personal Representative X Counsel for personal representative Doris McHugh Christensen 12 Cedar Court Carlisle, PA 17013 Peggy McHugh Dean 422 Kelling Lane Glencoe, IL 60022 Charles Henery 1121 Hagy Lane, Box 234 Dauphin, PA 17108 Susan Kolva Leitzel 653 Ridge Street Halifax, PA 17032 Paul Kolva, Sr. 313 West Main Street Lykens, PA 17048 Paul Kolva, Jr. Hamilton Dr, R.D. 4 Chambersburg, PA 17201 Robert Kolva 300 Market Street Lykens, PA 17048 Kathryn Lenker RD 1, Box 201 Millersburg, PA 17061 Edna McHugh Collins 19964 Window Rock Drive Surprise, AZ 85374 Joseph & Eleanor McHugh 116 Pine Tree Drive Newville, PA 17241 Rev. Andrew J. Fontanella 140 East Pomfret Street Carlisle, PA 17013 Laura McKeon Rodgers 315 Glendale Street Carlisle, PA 17013 Allison E. Rodgers 315 Glendale Street Carlisle, PA 17013 Kathy McKeon Rodgers 315 Glendale Street Carlisle, PA 17013 William Rodgers 315 Glendale Street Carlisle, PA 17013 Dorothy Schwenk 449 North Street Lykens, PA 17048 Chris Skocznski 530 Clermont Drive Harrisburg, PA 17112 Nancy McHugh Vincent 110 Hillcrest Road Camp Hill, PA 17011-1905 William Rodgers 1118 Poplar Avenue Tyrone, PA 16686 Karen Byers 1025 S. West Street Carlisle, PA 17013 Nancy L. Mallein 250 McKnight St. Carlisle, PA 17013 Randy Brenneman 35 Parker Street Carlisle, PA 17013 Joyce Palm 254 W. North St. Carlisle, PA 17013 Kathryn Shoemaker McKeon 19 Strawberry Drive Carlisle, PA 17013 Hans & Betty Uberseder 25 Front St. Lititz, PA 17543 Lois Stum 356 Roxburry Road Newville, PA 17241 Russell Allen 5 Shakespeare Dr. Singing Spring, PA 19608 John Sward 150 Garfield Drive Carlisle, PA 17013 St. Patrick's Church 140 East Pomfret Street Carlisle, PA 17013 William H. McKeon 315 Glendale Street Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002623 FREY ROBERT G ESQUIRE 5 S HANOVER STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 183-09-8310 FILE NUMBER: 2103-01 58 DECEDENT NAME: MCKEON KATHRYN SHOEMAKI DATE OF PAYMENT: 05/29/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/13/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT -'F 101 $10,500.00 TOTAL AMOUNT PAID. $10,500.00 REMARKS' KATHY M RODGERS C/O ROBERT G FREY ESQUIRE SEAL CHECK# 100 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS 217 RE"V-1500 EX COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN Fi-,.u.,.. RESIDENT DECEDENT w wo§ -i-e, I-- Z UJ Z o Z DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) McKeon, Kathryn Shoemaker DATE OF DEATH (NI~DD-YEAR) IDATE OF BIRTH (M~DO-YEAR) I SOCIAL SECURITY NUMBER TI~.~ Rk'~JIIN MU~T BE FILE~ IN DUPLICATE W~I~H ~4E REGISTER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUN~ER r-~l. odginal Return D4. Limited Estate I'-~-I 6. Decedent Died Testate (Attach copy of Will) O9. Litigation Proceeds Received Robert G. Fre¥ FIRM NAME (If Applicable) Frey & Tiley TELEPHONE NLIf, dl~ R 717-243-5838 r--] 2. supplemental Return [~] 3. RemainderRe~(~/eofdealhpriorto 12-13-82) ~. F~rel~m~mi.(da~d~r~2-~2~ ~5. F~e~l~T=R~m~ui~ ~7. ~e~ Mai~in~ a L~ Tm~ (A~ch ~ ~ T~ ~ 8. T~I Num~ ~ ~ ~ ~ ~10. ~~(ad~,N,~ ~,-~) ~11. ~u~. ~113(A) (A~ ~h O) ~E ~LI~ ~ESS 5 South HanoveF ~r~ Carlisle, PA 17013 1. Real Estate (Schedule A) (1) NONE 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Coqxtration, Partnership or Sole-Profldatomhip (3) NONE 4. Mortgages & Notes Receivable (Schedule D) (4) NONE 5. Cash, Bank Deposits & Miscellaneous Personal Properly (Schedule E) (5) 6. J~nth/Owned Prope~/(Schedule F) (6) NONE ~ ~rate Billing R~qu~ted 7. letor-V'~o~ Tran~' & Mi~lenaous I~m-~rohel~ (Sohedule ~ or L) CO TOT~.. ORO~ ~$ET$ (totel lines 1-~) Funeral Expenses & Administrative Costs (Schedule H) (9) 9. 10. 11. 12. 13. 14. 169,922 41~424 28~000 OFFICIAL USE ONLY t 239,346 5~232 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10) NONE TOTAL DEDUCTIONS (total Lines g & 10) (11) NET VALUE OF ESTATE (Lina 8 minus Line 11) (12) Charitable and Govemmeetal Bequests/Sec 9113 Trusts for which an election to tax has not been made (Sohedule J) (13) Nat Value Subject to Tax (Line 12 minus Line 13) (14) 5~232 234,115 500 233,615 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate ,or transfem under Sec.9116 (a)(1.2) X .0~ (15) 16. Amount of Line14 taxabie at lineat rate 232~615 x .0 45 (16) 17. Amount of Line 14 taxable at sibling rate x . 12 (17) 18. Amount of Une 14 taxable at collateral rate 1,000 x . 15 (18) 19. Tax Due (19) 10,468 0 150 10,618 Decedent's Complete Address: e I Carlisle McKeon, Kathryn Shoemaker STATE ZIP PA 17013 Tax Payments and Credits: 1. Tax Due (Page I Une 19) 2. Credits/Payments A. Spous~ Poven'y Cred~ B, Prier Payments C. Dis(x)unt I Or 500 553 10~618 Tolal Credits (A + B + C) (2) 11~053 3. Interest/Penally if applicable D. Interest E. Penalty Total Interest/Penally ( D + E ) (3) 0 4. If Line 2 is greater than Une 1 + Line 3, enter the difi~e~=e. This is the OVERPAYMENT. Check box on PaOe I Une 20 to requ~t a refun~ (4) 435 5. if line 1 + liue 3 is grealer than line 2, enter the differem=e. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the tolal o~ Line 5 + 5A. This is the BALANCE DUE. (SB) 0 Make Check Payable to: REGISTER OF WILLS, AGENT . PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS I. Did decede~ make a transfer and: Yee No o, r~in = m~r~inter~; or .............................. II ~xI d. n~#~ ffi~ l~ ~or #fi~ o~ ~lh~r i~lm~, ~ o* mm? .................. ~ [.~ 2. If d~th o~oun~l ~er I~:~nb~ 12,1 ~82,did d~l~at tinnier pror~qy ~hin one l~r o! ~hout ~han~ ~q~. ¢onei~®~io~? ............................ [-~ ['"'] 4. Did d~l~nt o~m *n ledMduel ~timn'~'fl .a~xmnt, ~nnui~ er o~her non.-prot~ pro~ ~hi~h Under penalties of perjury, I declare that I have examined this re~um, including accompanying schedule~ and statements, and to the best of my know~dge and belisf, it is tree, SIGNATURE O~ F~,~ RE.~PONSIBLE_FOR RUNG RETURN DATE For dates of death on o~aft~ July 1, lg94 and before Janua~, 1, lg95, thetax rato imp0sed o~ the ne~ value of transfers to or for the use of ~e su~iving spouse is 3% [72 P.S. Sect~ 9116 (a)(l.1)(i)]. For datos of dea~ on or aftor January 1, 1 ggs, the tax rate imposed on the net value of tmnsfors to or for the use of the r,~viving spouse is 0% [72 p.s. Seclio~ 9116 (a)(l.l)(i~]. The statute doe~ not e]~mpt a transfer to a surviving spouse from tax~ and the ~tatutoe/requiremerds for disclosure of a~.,el~ and ~ing a tax re~um are ~ill app#cable even if the suwiving spouse is the only bermficiary. For datos of dasth on or after July 1. 2000: or a stepparent of the child is 0~[72 P.S. Section 9116(a)(1.2)]. The tax rate impor~l on the net value of trans~s to or for the use of the decedeat, s lineal beneflciarie~ is 4.5%, e)a:eflt as no~l in 72 p.s. SecUre 9116(1.2) [72 p.S. Section 9116(a)(1)]. The tax rate irnlx:~ on the ne{ value of transfers to or fa' the use of the decede~s si~ings is 12cA [72 P,S, Section 9116(a)(1.3)] .A sibling is defined, under Section 9102, as an 217 REV-1503 EX+ (6-98) COMMONVVEALTH OF PENNSYLVANIA INHERrTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER McKeon~ Kathryn Shoemaker 21-03-0158 All prope/ty jointly.owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. 5. 6. 7. 8. 9. 88 Shares of Agilent Technologies {~ 12.45 per share 58 Shares AT&T Wireless ~ 5.89 per share 50 Shares Carlisle Cos. {~ 41.96 per share 50 Shares Dell ~23.25 per share 80 Shares Merrill Lynch ~ 28.33 per share 50 Shares Pepsi Co. ~ 38.90 per share 100 Shares Rite Aid ~ 2.48 per share 107 Shares Wachovia ~ 34.22 per share 3226 Shares Alliace Bernstein Amers. Gov. Fund @ 6.96 per share 7,437.779 Shares Blackreock Funds, CCGAX @ 11.33 per share 4,920 Shares Blackrock Funds, BGPCX ~ 10.24 per sharo TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,096 342 2,098 1,163 2,266 1,945 248 3,662 22,453 84,270 50,381 169~922 AT REV-1508 ~ ~ (1-07) ~ COMMONWEALTH OF PE. NNSYLVANIA INHERITANCE TAX RETURN RES~OEENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONALPROPERTY ESTATE OF FILE NUMBER McKeon, Kathryn Shoemaker 21-03-0158 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH M&T Bank, Account No. 15004204155293 Accrued intereet on above account Merrill Lynch brokerage money market account 34,134 19 7,271 TOTAL (Also enter on line 5, Recapitulation) 41,424 (If mom space is needed, insert additional sheets of the same size) 217 REV-1510EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER McKeon~ Kethryn Shoemaker 21-03-0158 This schedule must be completed and filed if the answer to any (~ questions 1 throogh 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE ll"IE NAME OF1HE TRANSFEREE, THEIR RELA~ON~HIP TO DECEDENT ANO ~iE DATE OF DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER TRANSFER. A'R'ACHACO~Y OF THE OEEO FOR REAL ESTA'FE. VALUE OF ASSET INTEREST ~"~ VALUE 1. Gift within 12 months of date of death to Kathy Rodgers, 10,000 100.00% 3,000 7,000 daughter of decedent. 0 2. Gift within 12 months of date of death to William Rodgers, 10,000 100.00% 3,000 7,000 son-in-law of decedent 0 3. Gift within 12 months of date of death to Laura McKeon Rodger 10,000 100.00% 3,000 7,000 granddaughter of decedent 0 4. Gift within 12 months of date of death to Allison E. Rodgers, 10,000 100.00% 3,000 7,000 granddaughter of decedent 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on line 7 Recapitulation) $ 28~000 (If more space is needed, insert additional sheets of the same size) 2'17 REV-1511 EX+ (12-99) COMMON~VF. ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF McKeon, Kath~yn Shoemaker FILE NUMBER 21-03-O158 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION 5. 6. 7. 8. 9. 10. FUNERAL EXPENSES: Funeral Luncheon Headstone engraving to Carlisle Memorial Gardens ADMINISTRATIVE COSTS: Personal Reprasentadve's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) City State Year(s) Commission Paid: Zip Attorney Fees Family Exemption: (If decedent's address is nof the same as claimant's, attach explanation) Claimant Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Rntum Preparor's Fees Advertising, The Sentinel Adverlising, The Cumberland Law Journal Filing fee for Inheritance Tax Return Filing for Final Account Final Medical bills, see attached list State __ Zip TOTAL (Also enter on line 9, Recapitulation $ (If more space is needed, insert additional sheets of the same size) AMOUNT 375 200 1,500 301 88 75 15 2,678 5,232 217 REV-1513EX+ (9-00) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER McKeon Kathryn Shoemaker 21-03-0158 NUMBER I. II. 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] See Attached List. (All were left a percentage interest in an amounl equal to the value in Individual Retirement Account as of the date of death. Decedent had no I.R.A. at time of death. Bequest lapsed Kathy McKeon Rodgers 315 Glendale Street Carlisle, PA 17013 Laura McKeon Rodgers 315 Glendale Street Carlisle, PA 17013 Allison E. Rodgers 315 Glendale Street Carlisle, PA 17013 Eleanor M. McHugh 116 Pine Tree Drive Newville, PA 17241 Lois Stum 356 Roxburry Road Newville, PA 17241 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) various Daughter Granddaughter Granddaughter Friend Friend AMOUNT ORSHARE OF ESTATE _9 0% of Residue 5% of Residue 5% of Residue $500.00 $500.00 ENTER ~ AMOUNTS FOR DISTRIBUTIONS SHOWN/~OVE ON LINES 15 THROUGH 18~ AS APPROPRIATEt ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND C'~)VERNMENTAL DISTRIBUTIONS St. Patrick's Chumh 140 East Pomfret Street Carlisle, PA 17013 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 500 500 (if more space is needed, insert additional sheets of the same size) Historical Pricing Inquiry A - AGILENT TECHNOLOGIES INC Cusip: 00846U101 Date High Price Low Price Close Price Volume 02/13/2003 12.820 12.150 12.450 4152000 AWE - ATET WIRELESS SVCS INC Cusip: 00209A106 Date High Price Low Price Close Price Volume 02/13/2003 5.960 5.750 5.890 5678000 CSL - CARLISLE COS INC Cusip: 142339100 Date High Price Low Price Close Price Volume 02/13/2003 42.580 41.250 41.960 162400 DELL - DELL COMPUTER CORP Cusip: 247025109 Date High Price Low Price Close Price Volume 02/13/2003 23.350 22.820 23.250 24650000 MERPRA - MERRILL LYNCH rt CO INC Date High Price 02/13/2003 28.490 Cusip: 590188819 Low Price Close Price Volume 28.330 28.330 1200 PEP - PEPSICO INC Cusip: 713448108 Date High Price Low Price Close Price Volume ~) 02/13/2003 39.110 38.020 38.900 3633000 RAD - RITE AID CORP Cusip: 767754104 Date High Price Low Price Close Price Volume 02/13/2003 2.600 2.460 2.480 1832000 WB - WACHOVIA CORP 2ND NEW Cusip: 929903102 Date High Price Low Price Close Price Volume [ 0 7 02/13/2003 34.600 33.820 34.220 2575000 ANACX - ALLIANCEBERNSTEIN AMERS GOVT Date Bid Price 02/13/2003 6.960 Cusip: 01853W303 Offer Price 3 ~:~ 6.960 I CCGAX - BLACKROCK FDS Cusip: 091928374 Date Bid Price Offer Price 02/13/2003 11.330 11.860 The information has been obtained from sources we believe to be reliable but we do not guarantee its accuracy. Past performance is not indicative of future performance. Historical Pricin~ Inquiry BGPCX - BLACKROCK FDS Cusip: 091929729 Date Bid Price Offer Price The information has been obtained from sources we believe to be reliable but we do not guarantee its accuracy. Past performance is not indicative of future performance. M&TBank Manufacturers and Traders Trust Company, 1100 Wehrle Drive, P.O. Box 767, Buffalo, NY 14240-0767 March 19, 2003 RE: Estate Search The Estate of: Date of Death (D.O.D.) To Whom It May Concern: Identified below is thc account information requested. 1. M&T Bank accounts in which the decedent's name appears: KATHRYN S MCKEON 2/13/2003 Account Account Number Account Title Opening Branch D.O.D. Accrued Interest Type Balances (Includes Accr. Int.) SAV 15004204155293 KATHRYN S MCKEON 4319 $34,134.31 $19.07 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description NO Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION Authorized - - Signature DATE: Final Medical Bills: Wheel chair transport Thornwald Nursing Home Bmnstein and Jeffries Mobile X-Ray 32.00 2,517.74 100.00 27.79 Total Medical Expenses 2,677.53 LAST WILL AND TESTAMENT OF KATHRYN SHOEMAKER McKEON I, KATHRYN SHOEMAKER McKEON, married woman, of South Middleton Township, Cumberland County, Pennsylvania (mailing address: 19 Strawberry Drive, Carlisle, Pennsylvania 17013), being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. i. I direct my hereinafter named Executor to pay all of my debts to which I am bound and the expenses of my funeral, last illness, and of the administration of my estate as soon after my death as may be found convenient to do so. I further direct that my hereinafter named Executor make arrangements for my burial at the family grave at St. Patrick's Cemetery and that the expense of engraving the gravemarker at the said family grave be paid as soon as practicable after my death as a part of the expense of the administration of my estate. 2. I declare that I am married to Kathryn Shoemaker McKeon, and that I have one daughter, Kathy McKeon Rodgers. I further declare that I have no other children. 3. I give and bequeath all my tangible personal property, including automobiles, together with all insurance on such property, to my husband, William H. McKeon, provided he shall survive me by a period ninety (90) days. In the event that my said husband should predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all of my said tangible personal property shall be added to the residue of my estate. 4. I give and bequeath an amount equal to the balance in my Individual Retirement Account at the time of my death to those persons and in the proportions as stated below. Doris McHugh Christensen 1% 12 Cedar Court Carlisle, PA 17013 Peggy McHugh Dean 422 Kelling Lane Glencoe, IL 60022 0.5% Charles Henery 1121 Hagy Lane, Box 234 Dauphin, PA 17108 2% Susan Kolva Leitzel 653 Ridge Street Halifax, PA 17032 0.5% Paul Kolva, Sr. 313 West Main Street Lykens, PA 17048' 0.5% Paul Kolva, Jr. Hamilton Dr, R.D. 4 Chambersburg, PA 17201 1% Page 1 of 6 pages Karen Byers 1025 S. West Street Carlisle, PA 17013 0.5% Nancy L. Mallein 250 McKnight St. Carlisle, PA 17013 1.5% Randy Brenneman 35 Parker Street Carlisle, PA 17013 0.5% Joyce Palm 254 W. North St. Carlisle, PA 17013 0.5% Kathryn Shoemaker McKeon 19 Strawberry Drive Carlisle, PA 17013 20% Hans & Betty Uberseder 25 Front St. Lititz, PA 17543 0.5% Lois Stum 356 Roxburry Road Newville, PA 17241 1% Russell Allen 5 Shakespeare Dr. Singing Spring, PA 19608 1% John Sward 150 Garfield Drive Carlisle, PA 17013 0.5% Should any persons predecease me or fail to qualify me by a period Of ninety (90) days, that share shall lapse and be added to the residue of my estate. Further, any balance remaining after the payment of the above-stated bequests shall be added to the residue of my estate. 5. I give and bequeath the hereinafter specified sums of money to the following: a. the sum of $500.00 to St. Patrick Church, Carlisle, Pennsylvania. b. the sum of $500.00 to Eleanor McHugh. c. the sum of $500.00 to Lois Stum. 6. All the rest, residue, and remainder of my estate, real, personal, or mixed, and wheresoever the same may be situate, I give, devise, and bequeath as follows: Page 3 of 6 pages a. 5% to my grandchild, Laura McKeon Rodgers. b. 5% to my grandchild, Allison E. Rodgers. c. 90% to my daughter, Kathy McKeon Rodgers. Provided, however, that each shall survive me by a period of ninety (90) days, and if any of the above-named persons fail to so survive me, the share that person would have received shall pass to her issue per stirpes, and if there be no such issue, the share shall lapse and be added to the remaining share or shares. 7. Should any person less than 21 years of age be entitled to distribution from my estate, in such event the share that person would otherwise have received shall be paid to my daughter, Kathy McKeon Rodgers and her husband William G. Rodgers, or either of them, in trust. I authorize the herein named trustee to receive and inVest the same, and to pay the income arising therefrom, together with so much of the principal thereof as in his or her opinion is necessary or desirable to be expended for the proper maintenance, support, and education of such person, to or for the benefit of such person, and upon such person attaining 21 years of age to pay to him or her the then remaining principal together with any undistributed income. 8. I direct that all inheritance, estate, and succession taxes payable by reason of my death with respect to property passing under my will or any codicil of my will, pursuant to any beneficiary designations contained in any insurance policies on my life, or pursuant to any joint ownership with me of any property, shall be paid out of residue of the estate without charge or contribution from any person so receiving property as aforesaid. 9. I hereby nominate, constitute, and appoint my daughter, Kathy McKeon Rodgers, as Executrix of this my Last Will and Testament, but should she predecease me or fail to qualify, then in such event I nominate, constitute, and appoint William G. Rodgers, as Executor, and I further direct that neither of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 10. In addition to the powers conferred by law, my herein named Executors and Trustees are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging, or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds, or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of mon, ey which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and Page 4 of 6 pages exercise as to all such stocks, bonds, and other securities, the powers of an individual owner who is under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase money arising therefrom. e. To keep on hand and uninvested such moneys as may be deemed proper and for such period as may be found expedient. f. To compromise, settle, or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or .property so allotted shall be final and conclusive upon all persons interested in the trust or ~n the division or distribution thereof. i. Authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. Page 5 of 6 pages IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on 6 pages, this 28th day of October, 2002. KATHR~,I' Sf--IOEM~AKER' Mi:KEON Signed, sealed, published and declared, by KATHRYN SHOEMAKER McKEON, the Testatrix above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Page 6 of 6 pages CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: William H. McKeon Date of Death: October 16, 2003 Will No. 21-03-0158 Admin. No. To the Register: I Certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on March 11, 2003 Name Address See Attached List of Beneficiaries. Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except No Exceptions. Date: November 24, 2003 Capacity: Name Robert G. Frey Address 5 South Hanover Street Carlisle, Pennsylvania 17013 Telephone 717-243-5838 Personal Representative X Counsel for personal representative BUREAU OF ZNDZVTDUAL TAXES /NHERZTANCE TAX DZVTS/ON DEPT. 280601 HARRZSSURG, PA 17128-0601 COHHONNEALTH OF PENNSYLVANZA DEPARTNENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSNENT OF TAX REV-I$¢7 EX AFP (01-OS) ROBERT G FREY FREY & TZLEY 5 S HANOVER ST CARLZSLE PA 17015 DATE 11-24-2005 ESTATE OF HCKEON DATE OF DEATH 02-15-2003 FZLE NUHBER 21 03-0158 COUNTY CUHBERLAND ACN 101 Amoun'1' Ram/~ted KATHRYN S HAKE CHECK PAYABLE AND REH'rT PAYNENT TO: REGTSTER OF NTLLS CUHBERLAND CO COURT HOUSE CARLTSLE, PA 17013 CUT ALONG THZS LZNE ~,~ RETAZN LONER PORTZON FOR YOUR RECORDS ~,~ REV-154? EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSNENT OF TAX ESTATE OF HCKEON KATHRYN S FZLE NO. 21 03-0158 ACN 101 DATE 11-24-2003 TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Znterest (ScheduZa C) ($) q. Hortgages/Notas Receivable (Schedule D) (~) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Asse~s APPROVED DEDUCTZONS AND EXENPTZONS: 9. Funeral Expenses/Adm. Cos~s/Hisc. Expenses (Schedule H} (9) 10. Debts/Hortgaga Liabilities/Liens (Schedule Z) (10) 11. Total Deductions 12. Net Value of Tax Return 15. 1~. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax .00 169~921.00 .00 .00 41 z 424. O0 .00 28~000.00 (8) 5,232.00 .00 NOTE: To insure proper credit to your account, submit the upper portion of th~s form with your tax payment. NOTE: 239,346.00 IF PA/D AFTER DATE INDICATED, SEE REVERSE FOR CALCULATZON OF ADDZT/ONAL INTEREST. ZNTEREST ZS CHARGED THROUGH 12-09-2003 TOTAL TAX CREDZT AT THE RATES APPL[CABLE AS OUTLZNED ON THE BALANCE OF TAX DUEI REVERSE SZDE OF THZS FORH ZNTEREST AND PEN. TOTAL DUE ASSESSNENT OF TAX: 15. Amount of Line lq a~ Spousal rate 16. Amount of Line lq taxable at Lineal/Class A rata 17. Amount of Line lq at Sibling rate 18. Amount of LLna lq taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDZTS: PAYHENT KECI;/PT DATE NUNBER 05-29-2003 CDOOZ6Z3 (15) .00 x O0 = .00 (16) 232,615.00 x 045 = 10,468.00 (17) .00 X 12 = .00 (18) 1,000.00 x 15 = 150.00 (19)= 10,618.00 reflect f/gures that include the total of ALL returns assessed to date. 10,500.00 118.00 118.4Z ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REgUZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR}, YOU NAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORN FOR ZNSTRUCTZONS.) DZSCOUNT ZNTEREST/PEN PAZD (-) .00 ANOUNT PAZD 10,500.00 ]:1: an assessment was lssued previously, 11nas 14, 15 and/or 16, 17, 18 and 19 w111 (11) 5.232.00 (12) 234,115.00 (15) 500.00 (1~) 233,615.00 RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 11, 1982 -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after tho expiration of any estate for life cr for years, the Commonwealth hereby expressly reserves tho right to appraise and assess transfer Inheritance Taxes at tho lawful Class B (collateral) rata on any such futura interest. To ~uZfill tho requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (71 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILES, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at the Office of the Register of Hills, any of the 13 Revenue Oistrict Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-562-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-qq7-3010 iTT only). Any party in interest not satisfied with tho appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the pA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17118-1011, --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. OR Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Texas, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17118-0601 Phone (717) 787-6505. See page 5 of the book[et "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the dacadent's death, a five percent (51) discount of the tax paid is allowed. The 1SI tax aenest~ non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you .ould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning aith first day of delinquency, or nine (93 months and one il) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (61) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. Tho applicable interest rates for 1982 through 2005 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1981 lOX . O 005~8 1987 9Z . goo Z~7 1999 71 .000191 1983 167. .000¢38 1988-1991 11Z .000501 ZOO0 8Z .OOOZ19 198q llZ · 000301 1991 97. · 0001~7 2001 91 . 0001~7 1985 151 .000356 1993-199~ 77. . O0019Z ZOOZ 61 .00016~ 1986 IOZ . O00ZTq 1995-1998 97. . O00Zq7 ZOO5 57. .000157 --Interest is calculated as folloas: INTEREST = BALANCE OF TAX UNPATD X NUI~BER OF DAYS DELTNQUENT X DATLy INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment, if payment is made after the interest computation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDiViDUAL TAXES ~FpT. 280601 HARRISBURG, PA 17128-0601 RE.~EIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003431 RODGERS KATHY MCKEON 315 GLENDALE STREET CARLISLE, PA 17013 ESTATE INFORMATION: SSN: 183-09-8310 FILE NUMBER: 2103-01 58 DECEDENT NAME: MCKEON KATHRYN SHOEMAK DATE OF PAYMENT: 01 / 12/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/13/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT ;F 101 $15,000.00 REMARKS: TOTAL AMOUNT PAID: KATHY MCKEON RODGERS $15,000.00 SEAL CHECK//101 INITIALS: SK RECEIVED BY: GLENDA FARNER STRASBAUGH DEPUTY REGISTER OF WILLS REGISTER OF WILLS WILLL~ H MCI(EON KATHY McKEON RODOERS 315 GLENDALE ST. CARLISLE, PA 17013-3519 COMMONWEALTH OF PENNSYLVANIA D~'~ARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG+ PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003431 DUPLICATE RODGERS KATHY MCKEON 315 GLENDALE STREET CARLISLE, PA 17013 ACN ASSESSMENT CONTROL NUMBER AMOUNT ........ fold 101 $15,000.00 ESTATE INFORMATION: SSN: 183-09-8310 FILE NUMBER: 2103-01 58 DECEDENT NAME: MCKEON KATHRYN SHOEMAKI DATE OF PAYMENT: 01 / 12/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/13/2003 REMARKS: TOTAL AMOUNT PAID: KATHY MCKEON RODGERS 5,000.00 SEAL CHECK# 101 INITIALS: SK RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 17128-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT REV-1607 EX AFP (01-03) ROBERT G FREY FREY ~ TILEY 5 S HANOVER ST CARLISLE ,~.: ~ DATE i ~ ~*'/.!!S ESTATE OF DATE OF DEATH FILE NUHBER '04 FEB 27 P 1:02 COUNTY ACN PA 17[~]t~nbe~.~ai,~¢ CO., PA 02-25-2006 HCKEON 02-15-2003 Z1 03-0158 CUHBERLAND 101 Amoun~ Remi~md KATHRYN S HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his form wi~h your ~:ax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1607 EX AFP (01-03) -#~ INHERITANCE TAX STATEHENT OF ACCOUNT ESTATE OF HCKEON KATHRYN S FILE NO. Z1 03-0158 ACN 101 DATE OZ-Z$-ZO06 THIS STATEHENT IS PROV'rDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHOWN BELOW IS A SUNNARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 11-Z6-Z005 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 10,618.00 PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 05-29-2005 01-12-2006 CDOOZ6Z3 CD005651 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), .00 .95- 10,500.00 15,000.00 TOTAL TAX CREDIT 25,699.07 BALANCE OF TAX DUE 14,881.07CR INTEREST AND PEN. .00 TOTAL DUE 14,881.07CR YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORN FOR INSTRUCTIONS. PAYMENT: Detach tho top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RES/DENT DECEDENT make check or money order payable to: REGISTER OF NILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COHMON#EALTN OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Nills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-20S0; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). REPLY TO: questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. lB0601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the dmcedent's death, a five percent (52) discount of tho tax paid is allowed. PENALTY: The lSZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. Al1 taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. Interest Daily Year Rate Factor The applicable interest rates for 1982 through Z003 ara: Interest Daily Interest Year Rate Factor Year Rate Daily Factor 1982 lOX .0005~8 1987 9Z .000247 1999 7Z .000192 1983 16Z .000438 1988-1991 11X .000301 ZOO0 8Z .000Z19 1984 112 .000301 1992 92 .000247 ZOO1 92 .000247 1985 132 .000356 1993-1994 72 .000192 ZOOZ 62 .000164 1986 102 .000274 1995-1998 92 .000247 Z003 5Z .000137 --Interest is calculated as follows: TNTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of MCKEON KATHRYN SHOEMAKER File Number: 2003-00158 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 2/13/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: Kathryn Shoemaker McKeon Estate Date of Death: February 13. 2003 Will No. Admin. No. 21-03-158 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes () No ( X) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Within six months. 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes () No ( ) (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes ( ) No ( ) (d) Copies of receipts, releases, joinders and approvals offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: January 27, 2005 =d. Signature -."') Robert G. Fre 5 South Hanover Street Carlisle. Pa 17013 (717) 243-5838 Capacity: ( ) Personal Representative " ( X) Counsel for personal representative ul Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/04/2006 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013-3385 RE: Estate of MCKEON KATHRYN SHOEMAKER File Number: 2003-00158 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 2/13/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~, # ~ IDk.L~u~ /t~4ld..#L' iL,.;,tIt.HPAJ ,Jttl~'7 {.~ /' GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge \I~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Kathryn Shoemaker McKeon Estate Date of Death: January 30, 2006 Will No. Admin. No. 21-03-158 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes (X) No ( ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Within six months. 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes () No ( X) (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes ( X) No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~:J L-) V~~' Date: January 30, 2006 C:J Robert G. Frey 5 South Hanover Street Carlisle, Pa 17013 (717) 243-5838 c.....) \....;-. '. J Capacity: ( ) Personal Representative ( X) Counsel for Personal Representative \r~ COMMONW~AL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, FA 17128-0601 RECEIVED FROM: RODGERS I<ATHY MCI<EON 315 GLENDALE STREET CARLISLE, PA 17013 -------- fold REV-1162 EX(11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003431 DUPLICA TE ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $15,000.00 ESTATE INFORMATION: SSN: 183-09-8310 I FILE NUMBER: 2103-0158 I DECEDENT NAME: MCKEON KATHRYN SHOEMAK :F I DA TE OF PAYMENT: 01/12/2004 I POSTMARK DATE: 00/00/0000 I COUNTY: CUMBERLAND I DA TE OF DEATH: 02/13/2003 I TOTAL AMOUNT PAID: REMARKS: KATHY MCKEON RODGERS CHECK#101 SEAL \j~IO-WlU\'-<) ,,~__ ~ " -.:J\DH..-lc~ oe_ ,.y I -u 5 -=f\c-J lQrn ~\. (ti'\cl[e..Ol,\ ~c- /') I' 1..J.. ---....L...-!...1.! Vi/-",:< '-z ( ~...J J ~ /.CO 0-../ .- I i .f\ --"'-1^ . I. -\. \ i J I \(L'(~~~ ~J.V cry--- . L , __ \7, 'JI ,..... I ~ 1,L-tO t \...) l~ INITIALS: SK RECEIVED BY: REGISTER OF WILLS $15,000.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES JEPT,2306Cl HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RODGERS I(ATHY MCKEON 315 GLENDALE STREET CARLISLE, PA 17013 __n____ ford ESTATE INFORMATION: SSN: 183-12-3320 FILE NUMBER: 2103-0963 DECEDENT NAME: MCKEON WILLIAM H DA TE OF PAYMENT: 06/26/2006 POSTMARK DATE: 01/12/2006 COUNTY: CUMBERLAND DA TE OF DEATH: 10/16/2003 NO. CD 006883 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $15,000.00 I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 101 SEAL INITIALS: MW RECEIVED BY: REGISTER OF WILLS $15,000.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS