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HomeMy WebLinkAbout04-0490BEFORE THE REGISTER Of WILLS, CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR GRANT OF LETTERS Estate of Mar,cjo A McDonald also known as Mar,(]o A McDonald , Deceased Social Security No. 192302276 Jan L Brown Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix [ Decedent, dated 3/6/2001 and codicil(s) dated named in the Last Will of the State relevant circumstances, e.g., renunciation, deatt~ of executor, e~: Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the~'E~cuments offered for probate; was not the victim of a killing and was never adjudicated incapacitated: ....111. B. Grant of Letters of Administration '-;: (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritatl~)j Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by ~ following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland residence at 843 Melissa Court Apt 301, East Pennsboro Township (list street, number and municipality) Decedent, then 63 years of age, died May 14 ,2004 , at Holy Spirit Hospital (Location) 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 ........................................................................................ $ Total ..................................................................................................................... $ County, Pennsylvania, with his/her last family or principal 330,000.00 63,770.00 393,770.00 Real Estate situated as follows: 843 Melissa Court Apt 301, East Pennsboro Township Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence lan L Brown 845 Sir Thomas Court Suite 12 Harrisbur.cj PA 17109 RW-7 his is liD certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 10328442 No. Local Registrar riAY 2, 0 2004 ~ Date 4105143 Rev. 2/87 NAME OF DECEDENT (Fi•t, Middle, LaM) ~. Margo A. McDonald COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH STATE FILE NUMBER SEX SOCIAL SECURITY NUMBER ,.Female :.192 -- 30 -- 2276 DATE OF DEATH (MOnth, Day, Year) DATE OF BIRTH BIRTHPLACE City and AGE (Lest Billt.,dl¥) (Month, Day, Year) State or Foreign Countiy HOSPITAL: COUNTY OF DILATN CITY, BORO, TWP OF DF. ATH FACILITY NAME {If not institution. {live slreat and nun~r} F HISPANIC ORIGIN? ]RACE- Amencan lndia~ Black, Whita. Cumberland East Pennsbor( M,,,can. O,~W~R,can.,:. I ~' Black DECEDENT'S USUAL (~CCUPATION KIND OF BUSINESS I INDUSTRY MARITAL STATUS - Ma~ied, I SORVlVlNG SPOUSE Div~ced (:~pecify) ~s.. Hear'lng Officer .~PA Blue Shield Ye,• NoE~ s:12 t~,:l 6 t,-,~.~ Divorced DECEDENT'S MAILING ADDRESS DEC•DENT'S 1la. State 1:IA Did 17¢. [] Yea, decedonl lived ii1 ACTUAL 843 Mel±ssa Court, Apt. 301 RESIDENCE (See ti~structio~ls live in a ~. Eh•la, PA 1702.5 o. oth. s~.) ~. co.my Cumberland m,.nsh*? .d.n No,~ecadentl*ved Eh•la FATHER'S NAME (Fl~t, M~e, Last) MOTHER'S NAME (Fimt Mi~e, Ma~n Summa) Charles W. Simms ~iv±an ~olmes INFORMANT'S NAME ~ype/PHnt) INFORMANTS MAILING ADDRESS (SE~, City~n. S~ta, Zip Code) Scott ~.921 129th Court East, Tacoma, WA 98445 Donation [] Bude, [] Cremation [~l~emovel from Stale [] 1~1.. Oth~' (Specify) cagily cause Of death. Items 24-26 must be complated by per~ who pronm~cas death, 27. PART I: en~r ~ d~, I~ IMMEDIATE CAUSE (Final disease or condition msu,tt~g in death) ~ a. DATE OF DISPOSITION [] LICENSE NUMBER P~CE OF DIS~SITION- Ne~ ~ Ce~t~, ~.~. t~ ~OCATION - ~ty~n. State, Zip Code or~harPlaca urematlon ~oclety o~ ..... ~ narr~sourg, mA 17109 .~. PA Crematory ~,. NAME AND ADDRESS OF FACILITY C em ti n S c et o I.e.4100 Jonestown [oa~, ~arr~s~ur[, i~A 17109 I beat Of my Imov/l~a, ~th occ.&~red at the time, date and place stal~d. (Signat~e and TRle) 23a. TIME OF DEATH DATE PRONOUNCED DEAD (Month, Day, Year) WAS AN AUTOPSY I WERE AUTOPSY FINDINGS [ MANNER OF DEATH PERFORMED? [ AVAILABLE PRIOR TO I COMPLETION OF CAUSE] NaturalE~ Homicide OF DEATH? [ Accident [] Pefldffig investigation 28e, 12de. . CERTIFIER (Check o~ly one) *PRONOUNCING AND CERTIFYING PHY~CthN (Physician both proonUm3ng death and cectitythg Io cause Of death) To the belt of my knowledge, death occurred at the time, date, and place, and due to the caulil(i) and manner Il stated ...................... U *MEDICAL EXAMINER/CORONER 3t&. ILICENSE NUMBER [DATE SIGNED I (Month, Day. Year) 23b. 123c. WAS CASE REFERRED TO A MEpICAL EXAMINER/CORONER? 2,. Yes [~(~'~ NO [] Appmmmata ', onset •nd death DATE OF INJURY I TIME OF INJURY 30a. 3Ob, M PLACE OF INJURY - At home, fare, street, fact•P/, office INJURY AT WORK? I DESCRIBE HOW INJURY OCCURRED I Ye,[] NoEl City/Town. State) SIGNATURE ANyy ~.~ERTIFIE R 3~b. LICENSE NUMBER I DATE SIGNED (¥onth, Day. Year) NAME AND A~ESS O~P[RSO~ CO~TED CAUSE OF DEATH (Rem 27) Type ~ O~ DATE FILED (M~th, ~y, Yea0 LAST WILL AND TESTAMENT OF MARGO A. MCDONALD I, MARGO A. MCDONALD, of Cumberland County, Pennsylvania, decl~:this to be :my Last Will and Testament. I revoke all other Wills and Codicils that I may have pr~v~iously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. Article III I give, devise and bequeath in accordance with any memorandum which I have either handwritten or signed, located with my Will or with my valuable papers and found within 30 days of the probate of my Will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath IN EQUAL SHARES to my children, STACY S. SCOTT of Tacoma, Washington, JAMES A. SCOTT of Elbert, Colorado, and DARRYL L. SCOTT of Dauphin County, Pennsylvania. If any of my beneficiaries predecease me or fail to survive me by thirty (30) days, I give, devise and bequeath his or her share to his or her issue who survive me, per stirpes, or if he or she have no issue, the share(s) are to be added equally to the other shares. Article V If a beneficiary under this Will has not attained the age of twenty-eight (28) years, the share of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the terms in Article VI. _2_ Article VI In the event that a Trust is created by or as a result of any part of this Will, the terms and conditions of the Trust shall be as follows: A. To expend and apply so much of the net income and so much of the principal of the Trust as the Trustee shall consider advisable for the support, health, care and education of the child until the child attains the age of twenty-two (22) years. B. Upon attaining the age of twenty-two (22), one-third (1/3) of the child's share shall be distributed outright to the child. C. Upon attaining the age of twenty-five (25), one-third (1/3) of the child's remaining share shall be distributed outright to the child. D. Upon attaining the age of twenty-eight (28), the remaining principal and accumulated income of the child's share shall be distributed outright to the child. E. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner, nor shall any interest be subject to claims of his or her creditors or liable to attachment, execution, or other processes of law. _3_ Article VII In order to carry out the purposes of the Trust established by this Will, the Trustee, in addition to all other powers granted by this Will or by law, shall have the following powers over the Trust estate, subject to any limitations specified elsewhere in this Will: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such retum prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attomey, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, (i) to conduct along with or with others, any business in which I am engaged in or have an interest in at the time of my death, and _4_ (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. Article VIII I hereby appoint my son, STACY S. SCOTT, as Trustee of any Trust(s) created in this Will. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever of STACY S. SCOTT, I nominate and appoint my son JAMES A. SCOTT as Successor Trustee of any Trust(s) created in this Will. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever of JAMES A. SCOTT, I nominate and appoint my son DARRYL L. SCOTT as Successor Trustee of any Trust(s) created in this Will. Article IX At my request, JAN L. BROWN of Dauphin County, Pennsylvania, has agreed to serve as my Execurix; therefore, I nominate, constitute, and appoint JAN L. BROWN, of Dauphin County, Pennsylvania, Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint the law office JAN L. BROWN & ASSOCIATES, or its successors, successor Executor of my Last Will and Testament. I direct that my Executrix or successor Executor be permitted to serve without bond and in addition to those powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike shares and to file any qualified disclaimer I could have filed if living. My Executrix and successor Executor shall receive reasonable compensation for services rendered to my estate. Article X In addition to the powers conferred by law, I authorize my Executrix and successor Executor, in his/her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, _6_ (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. Last Will and Testament, on Pennsylvania. IN WITNESS WHEREOF, I, MARGO A. MCDONALD, hereby set my hand to this my d'qQ ~1,~o__ ~ ~: ,2001, at Harrisburg, MA~GO/A. MCDONALD In our presence, the above-named MARGO A. MCDONALD signed this and declared this to be her Last Will and Testament, and now at her request, in her presence, and in the presence of each other, we sign as witnesses. manle Address _7. I, MARGO A. MCDONALD, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by MARGO A. MCDONALD, the Testatrix, on '~- ~_p ,2001. Nota:~_t~lic M~c"~O/ZA. MCDONALD We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me witnesses, on Notary ~ ~6itness , 2001( ~- 311 I I II I I I I I [ I1 ! NOTARt,AL ~L ! JAN L [. Lower Paxton l~:~p., 13a~ia 0ourlv I ~ny Cornm. i~s~on _8_ BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE Name of Decedent: Marqo A McDonald Date of Death: 5/14/2004 Will No. .2004-00490 Admin. No. To the Register: I certify that notice of (beneficial interest) .estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 6/18/2004 . Name Address Stacy S Scott 921 129th Street Court East Tacoma WA 98445 James A Scott 8723 County Road 74-82; PO Box 250 Elbert CO 80106 Darryl L Scott 2633 Jefferson Street Harrisburq PA 17110 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:.. Date: 6/18/2004 Capacity: PA 17109 Signature Name: .Jan L Brown Address: 845 Sir Thomas Court Suite 12 Harrisburq Telephone(717) 541- 5550 X Personal Representative Counsel for Personal Representative JAN L. BROWN, ESQUIRE* JACQUEUNE A, KELLY, ESQUIRE JAN L. BROWN & ASSOCIATES ATTORNEYS AND COUNSELORS AT LAW OLDE ENGLISH GAP 845 S~R THOMAS COURT SUITE 12 HARRISSURG, PA 17109 EMAIL: jlbassoc@verizon.net TELEPHONE (717) 541-5550 FACSIMILE (717) 541-9223 BRENDA F KEPHART. LEGALASSISTANT PAULA K. WHITE. LEGAL ASSISTANT JUDITH A. ESERSOLE. ADMINISTRATIVE ASSISTANT August 13, 2004 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Margo A McDonald File No. 2004-00490 Pa. File No. 21-04-0490 Gentlemen or Ladies: Enclosed please find the following items for filing with the Register of Wills: 1. An original and one copy of the Inheritance Tax Return. 2. Check 105 in the amount of $23,050.18 to cover the inheritance tax balance due. This check represents a 3 month payment of the Pennsylvania Inheritance Tax for the above- referenced estate. Make sure the payment is marked as received within the 3 month prepayment period. 3. Inventory. 4. Check 106 in the amount of $25 to cover the filing fee. Please time stamp and return our file copies of the Inheritance Tax Retum and Inventory. If you have any questions, feel free to contact this office. Sincerely, Jan L.~rown bfk Enclosure BEFORE THE REGISTER Of WILLS, CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of McDonald Mar.(to A also known as Mar,qo A McDonald , Deceased No. 2004 00490 Date of Death 5/14/2004 Social Security No. 192302276 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory, lAVe verify that the statements made in this inventory are tree and correct, lAVe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Jan L Brown Jan L Brown I.D. No.: 67993 Address: 845 Sir Thomas Court Suite 12 Dated 8/13/04 Harrisbur,q PA 17109 Telephone: 717-541-5550 Descdption Commerce Bank Account 0616261559 M&T Bank Account 58818618 M&T Bank Account 98032321 M&T Bank Account 15004208639243 PSECU Reg Shares Account PSECU Certificate of Deposit (Attach Additional Sheets if necessary) Total Value 100,245.01 55,179.24 50,050.93 422,012.39 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 McDonald Margo A Continuation of Inventory PaRe 1 Description of Inventory Description The Bridges at Bent Creek; move out refund 1998 Subaru Legacy L Sedan 4D Household goods/personal property Westwood Village Condominium Assn; water refund Allstate; automobile insurance refund 843 Melissa Court #301, East Pennsboro Township Parcel ID 09-12-2992-001 A-U1301-1 2004 O0490 Subtotal Grand Total Value 1,565.56 7,900.00 10,000.00 26.73 27.10 63,770.00 $ 83,289.39 $ 422,012.39 uJ 0 L) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT, 280601 HARRISBURG, PA 17128-0601 OECEDENT'S NAME (LAST, RRST, AND MIDDLE INITIA REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT McDonald Mar,qo A OFFICIAL USE ONLY FILE NUMBER 2 1 -0 4 0 4 g 0 ~T~ CO[~ Ya. - ,U~ SOCIAL SECURITY NUMBER 1 9 2-3 0-2 2 7 6 DATE OF DEATH (MM~DD-Year) DATE OF BIRTH (Mk~DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 05/14/2004 07/13/1940 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER [] 1. Original Return [] 2. Supplemental Return [] 3. Remainder Retom (,ate e(dealh plioct~ 12-13-82) [] 4. Limited Estate [] 4a. Futura Intamst Compromise (~of death ar, er 1242-S2) [] 5. Federal Estate Tax Return Required [] 6. Decedent Died Testate pJtachcopyo~w~l) [] 7. DecedentMaintainedaLivingTrust(.~achcop~,ofmrus0 __ 8. TotalNumberofSafeDepositBoxes [] 9. Litigation Proceeds Received [] 10. Spousal Pove~ Credit (d~e ~ dea~ ~.en ~2-3~-91 ~ ~-1-95) [] 11. Election to tax under Sec. 9113(A)(^~ach Sch O) THIS SECTION MUST BE COMPL.~'~..D~ ALL ;CQr~'-~PONDENCE AND ~ONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Jan L Brown FIRM NAME (If Appficable) Jan L Brown & Associates TELEPHONENUMBER 717-541-5550 845 Sir Thomas Court Suite 12 Harrisburg PA 17109 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Pa~erahip or Sota-Pmprtatorahip (3) 4. Modgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Depos~ & Miscellaneous Personal Properly (5) (Schedule E) 6. Jointly Owned Pmpe~ (Schedule F) (6) [] Seporate Billing Requested 7. Intor-Vives Transfers & Miscellaneous Non-Probate Pmpe~y (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Adminislmtive Costs (Schedule H) (9) 10. Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line t 1 ) 13. Charitable and Govemmontal Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 358~42 39 142~684.80 OFFICIAL USE ONLY (~) 251371.42 141.00 (11) 564,697.19 25,512.42 (t2) (13) 539~184.77 (14) 539~184.77 SEE INSTRUCT,~NS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rata, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 0.00 X __ (15) 5391184-77 X .045 (16) 0.00 X .12 (17) 0.00 x 45 (18) (19) 0.00 24,263.31 0.00 0.00 >> BESURETO~NSWERA~Q~ESTi~NSONRE~ERSE$iDE ANDRECHECK MATH < < 24~263.31 Decedent's Complete Address: STREET ADDRESS 843 Melissa Court #301 East Pennsboro Township CITY Enola Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Povedy Credit B. Pdor Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 1.213.13 STATE PA (1) Total Credits (A + B +C) (2) Total Interest/Penalty ( D + E ) (3) I ZIP 17025 24~263.31 1~213.13 0.00 0.00 if Line 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund If Line 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (4) (5) (SA) 23~050.18 (5B) 23,050.18 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the properly transferred; ........................................................................... [] [] b. retain the fight to designate who shall use the propedy transferred or its income; ........................................[] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the premise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred afler December 12, 1982, did decedent trensfer 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 secudty at his or her death? ................. [] [] 4. Did decedest own an Individual Retirement Account, annuity, or other non~)robate preperty 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. SIGNATURE OF PERSON ~j~l~O~ DATE ~ 8/13/2004 ADDRESS 845 S Ti~mas Court Suite 12 PA 17109 DATE 8/13/2004 Harrisburff-1 ,.., SIGNATURE OF PREPARE.~i~E~ ADDRESS 845 Sirras Court Suite 12 Harrisburg PA 17109 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 3% 172 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 0% J72 P.S. §9116 (a) (1.1) (ii)]. The statute dces not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax ralum 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~ne years of age or younger at death Io or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% J72 P.S. §9116{a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116{1.2) J72 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 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE FILE NUMBER McDonald Margg ,~ 21 04 0490 All real ~,~,t,y owaed solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the pdce at which properly would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, beth having reasonable knowledge of the relevant facts. Real p re pe~l'j which is ]ointl'j-owned with ri~]ht of survivorship must be ~l!,,¢!~_-ed on ~.h,,~,_,fa F. ITEM NUMBER DESCRIPTION 843 Melissa Court #301, East Pennsboro Township Parcel ID 09-12-2992-001 A-U1301-1 Tax assessment is attached. VALUE AT DATE OF DEATH 63,770.00 TOTAL (Also enter on line 1, Recapitulation) $ 63,770.00 (If more space is needed, inserl additional sheets of the same size) REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER McDonald Marao A :)1 04 0490 Include the proceeds of litigalJon and the date the proceeds were received by the estate. All properly 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 10 Commeme Bank Account 0616261559 M&T Bank Account 58818618 M&T Bank Account 98032321 M&T Bank Account 15004208639243 PSECU Reg Shares Account PSECU Certificate of Deposit The Bridges at Bent Creek; move out refund 1998 Subaru Legacy L Sedan 4D Kelley Blue Book information attached. Household goods/personal property An appraisal is not warranted since no single article of personal property is worth more than $3,000, and no collection of articles in one category is valued at more than $10,000. Westwood Village Condominium Assn; water refund Allstate; automobile insurance refund 100,245.01 32,898.04 50,261.87 50,087.91 55,179.24 50,050.93 1,565.56 7,900.00 10,000.00 26.73 27.10 TOTAL (Also enter on line 5, Recapitulation) $ 358,242.39 more space is needed, insert eddi~onal sheets of the same size) REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER McDonald Maroo A 21 04 0490 This schedule must be completed and filed if the answer to any of qeestions 1 throu ~ 4 on the reveme side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM ~.O_UDE THE h~ktE O~ TI~E T~4SF~REE, THEIR ~EL~T~ONSHIP TO DECE[3~NT ~0 DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE qUMBER T~E DATE OF T~:~NSFEP~ ATTACH A COPY OF THE DEED FOR REN' ESTATE VALUE OF ASSET INTEREST (~F m~.~C~_E) VALUE 1. M&T Bank IRA Account 35004201831507 37,641.91 100. 37,641.9~ Stacy S Scott, James A Scott, Darryl L Scott, sons, beneficiaries 2 M&T Bank IRA Account 35004201855945 6,642.13 100. 6,642.1; Stacy S Scott, James A Scott, Darryl L Scott, sons, beneficiaries 3 Highmark Investment Plan 98,400.76 100. 98,400.7( Stacy S Scott, James A Scott, Darryl L Scott, sons, beneficiaries TOTAl. (Also enter on line 7 Recapitulation) $ 142,684.8( (If more space is needed, insert additional sheets of the same size) EV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER McDonald MarqQ A 21 04 0490 Debts of decedent must be reported ee Schedule ]. ITEM NUMBER DESCRIPTION AMOUNT 1. 2 3 4 8 9 10 11 12 FUNERAL EXPENSES: Cremation Society of Pennsylvania Flowers Parking permit required by City of Harrisburg at memorial service Memory display board and memorial service booklets ADMINISTRATIVE COSTS: Personal Representative's Commissions NameofPe,'sonalRepresentedve(s) Jan L Brown Social Securiiy Number(s)/EIN Number of Pemona~ Representative(s) StreetAddrees 845 Sir Thomas Court Suite 12 578-74-5299 City Harrisbur,q State PA Year(s) Commission Paid: 2004 At[omeyFees Jan L Brown & Associates Farnity ExemplJon: (If decedents address is not the same as daimanfs, altach explanation) Claimant Zip 17109 Street Address City State Zip Relationship of Claimant to Decedent PmbateFees Register of Wills, Dauphin County Acceenlant's Fees Tax Return Preparers Fees Cumberland Law Journal; legal advertising The Patriot-News; legal advertising PennDOT; automobile transfer fee Westwood Village Condominium Association; July 2004 condo dues Westwood Village Condominium Association; copy of bylaws and covenants Cumberland County Recorder of Deeds; deed filing fee 1,860.00 32.86 135.00 335.25 5,646.00 I6,408.00 482.50 75.00 211.81 58.50 76.00 10.00 40.50 TOTAL (Also enter on line 9, Recapitulation) $ 25,371.42 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN REStDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES~ & LIENS ESTATE OF FILE NUMBER McDonald Marq0 A 21 04 0490 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Holy Spirit Hospital; outstanding medical bill 34.98 Verizon PPL Electric Utilities 57.21 48.81 TOTAL (Also enter on line 10, Recapitulation) $ 141.00 (If more space is needed, insert addiaonal sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF McDonal NUMBER []. J Mamo A NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include 0utright spousal dis~but~ons, and transfers under Sec. 9116 (a) (1.2)] Stacy S Scott; 1/3 nonprobate property and 1/3 residue 921 129th Street Court East, Tacoma WA 98445 James A Scott; 1/3 nonprobate property and 1/3 residue 8723 County Rd 74-82, PO Box 250, Elbert CO 80106 Darryl L Scott Sr; 1/3 nonprobate property and 1/3 residue 843 Melissa Court #301, Enola PA 17025 FILE NUMBER 21 04 0490 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Lineal Lineal Lineal ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, 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 GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART [! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) 179,728.25 179,728.26 179,728.26 Page 1 of 1 Detailed Results for Parcel 09-12-2992-001A-U 1301-1 in the 2000 Tax Assessment Database DistrictNo 9 Parcel_ID 09-12-2992-001A-U1301 - 1 MapSuffix HouseNo 843 Direction Street MELISSA COURT Ownerl MCDONALD, MARGO A Owner2 PropType R PropDesc LivArea 1246 CurLandVal 0 CurImpVal 63770 CurTotVal 63770 CurPrefVal Acreage I 0 CIGrnStat TaxEx 1 SaleAmt 36900 SaleMo 4 SaleDa 19 SaleCe 19 SaleYr 88 DeedBkPage 0033H-00059 YearBIt 1975 HF_File_Date HF_Approval_Status http://taxdb.ccpa.nct/details.asp?id=09-12-2992-001 A-U 1301 - 1 &dbselect=0 5/19/2004 Kelley Blue Book THE TRUSTED RESOURCE ~' Frae i[~a~er Pri~e Quote :1~ Search I.l~d C~r L~ti~s BLUE 800K PRIVATE PARTY REPORT Pennsylvania · May 27, 2004 1998 Subaru Legacy L Sedan 4D Engine: 4-Cyl. 2.2 Liter Trans: Automatic Drive: All Wheel Drive Mileage: 24,000 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Search Listinqs for This Car List Your Car For Sale Online Buy a New Car Free Lemon Check Auto Loans from 3.85% APR [nsurance Quote Print "F~ Pa ment Calculator Cruise Control ABS (4-Wheel) AH/FH Stereo Leather Cassette Sliding Sun Roof Single Compact Disc Rear Spoiler Dual Front Air Bags Alloy Wheels Found thai new c0r Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean title history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Host recent model cars owned by consumers fall into this category. Private Party Value Search Local Listinqs for This (tar $7,900 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private party. Get a Used Car Trade-]n Val[r¢ Get invoice & I~ISRP on New Cars Copyright © 2004 by Kelley Blue Book Co., All Rights Reserved. May-3un 2004 Edition. The specific information required to determine the value for this paKcicular vehicle was supplied by the person LAST WILL AND TESTAMENT OF MARGO A. MCDONALD I, MARGO A. MCDONALD, of Cumberland County, Pennsylvania, decl~ this to bemy Last Will and Testament. I revoke all other Wills and Codicils that I may have pr~v~iously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor fi-om the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. Article m I give, devise and bequeath in accordance with any memorandum which I have either handwritten or signed, located with my Will or with my valuable papers and found within 30 days of the probate of my Will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. Article All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath IN EQUAL SHARES to my children, STACY S. SCOTT of Tacoma, Washington, JAMES A. SCOTT of Elbert, Colorado, and DARRYL L. SCOTT of Dauph/n County, Pennsylvania. If any of my beneficiaries predecease me or fail to survive me by thirty (30) days, I give, devise and bequeath his or her share to his or her issue who survive me, per stirpes, or if he or she have no issue, the share(s) are to be added equally to the other shares. Article V If a beneficiary under this Will has not attained the age of twenty-eight (28) years, the share of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the terms in Article VI. Article VI In the event that a Trust is created by or as a result of any part of this Will, the terms and conditions of the Trust shall be as follows: A. To expend and apply so much of the net income and so much of the principal of the Trust as the Trustee shall consider advisable for the support, health, care and education of the child until the child attains the age of twenty-two (22) years. B. Upon attaining the age of twenty-two (22), one-third ( 1/3) of the child's share shall be distributed outfight to the child. C. Upon attaining the age of twenty-five (25), one-third (1/3) of the child's remaining share shall be distributed outfight to the child. D. Upon attaining the age of twenty-eight (28), the remaining principal and accumulated income of the child's share shall be distributed outright to the child. E. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner, nor shall any interest be subject to claims of his or her creditors or liable to attachment, execution, or other processes of law. _3_ Article VII In order to carry out the purposes of the Trust established by this Will, the Trustee, in addition to all other powers granted by this Will or by law, shall have the following powers over the Trust estate, subject to any limitations specified elsewhere in this Will: (a) to retainin the form received and t° sell either at public °r private sale' any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising f~om the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay 15om my estate reasonable compensation for all their services, (i) to conduct along with or with others, any business in which I am engaged in or have an interest in at the time of my death, and .4_ (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. Article VIII I hereby appoint my son, STACY S. SCOTT, as Trustee of any Trust(s) created in this Will. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever of STACY S. SCOTT, I nominate and appoint my son JAMES A. SCOTT as Successor Trustee of any Trust(s) created in this Will. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever of JAMES A. SCOTT, I nominate and appoint my son DARRYL L. SCOTT as Successor Trustee of any Trust(s) created in this Will. Article IX At my request, JAN L. BROWN of Dauphin County, Pennsylvania, has agreed to serve as my Execurix; therefore, I nominate, constitute, and appoint JAN L. BROWN, of Danphin County, Pennsylvania, Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint the law office JAN L. BROWN & ASSOCIATES, or its successors, successor Executor of my Last Will and Testament. I direct that my Executrix or successor Executor be permitted to serve without bond and in addition to those powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike shares and to file any qualified disclaimer I could have filed if living. My -5_ Executrix and successor Executor shall receive reasonable compensation for services rendered to my estate. Article X In addition to the powers conferred by law, I authorize my Executrix and successor Executor, in his/her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and Without regard to the principal of diversification, (d) to exercise any option or right arising fi:om the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and t° determine the value °f any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, _6. (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. Last Will and Testament, on Pennsylvania. IN WITNESS WHEREOF, I, MARGO A. MCDONALD, hereby set my hand to this my ,/QQ g[~C, ~ ~'; ,2OOl, at Harrisburg, MA~GO"A. MCDONALD In our presence, the above-named M_ARGO A. MCDONALD signed this and declared this to be her Last Will and Testament, and now at her request, in her presence, and in the presence of each other, we sign as w/messes. Name Address _'7. I, MARGO A. MCDONALD, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this insmunent as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by MARGO A. MCDONALD, the Testatrix, on ~~h~,2001. Notm:~.~lic I~.I~O/'A. MCDONALD We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and heating signed the Will as wimesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by_,~'-e'~%~'O~.~ i'5l- ~o//~q~ witnesses, on - Notary ~c _8. BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of McDonald Mar,qo A also known as Mar,qo A McDonald Deceased No. 2004 00490 Date of Death 5/14/2004 Social Security No. 192302276 Personal Representative(s) of the above Estate, deceased, vedfy that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and COtTeCt I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswore falsification to authorities. Personae Representative: Name of Attorney: Jan L Brown Jan L Brown I.D. No.: 67993 Address: 845 Sir Thomas Court Suite 12 Harrisburg PA 17109 Dated 8/13/04 Telephone: 717-541~5550 Description Commeme Bank Account 0616261559 M&T Bank Account 58818618 M&T Bank Account 98032321 M&T Bank Account 15004208639243 PSECU Reg Shams Account PSECU Certificate of Deposit (Attach Additional Sheets if necessary) Total Value t00,245.01 32,898.04 50,261.87 50,087.91 55,179.24 50,050.93 422,012.39 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OFINDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004274 ........ fold BROWN JAN L 845 SIR THOMAS COURT SUITE 12 HARRISBURG, PA 17109 ESTATE INFORMATION: SSN: 192-30-2276 FILE NUMBER: 2104-0490 DECEDENT NAME: MCDONALD MARGO A DATE OF PAYMENT: 08/16/2004 POSTMARK DATE: 08/1 3/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/14/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $23,050.18 REMARKS: TOTAL AMOUNT PAID: 823,050.18 SEAL CHECK# 105 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WlLLS '04 /~U6 16 P1Z :51 JAN L. BROWN & ASSOCIATES ATTORNEYS AND COUNSELORS AT LAW OLDE ENGLISH GAP 845 SIR THOtVlAS COURT, SurrB 12 HARRISBURG, PA 17109 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 BUREAU OF ZNDZVZDUAL TAXES JAN L BROWN JAN L BROWN & ASSOcs Bq5 SIR THOMAS CT CUT ALONG THZS LZNE PA 17109 CONNONWEALTH OF PENNSYLVA DEPARTNENT OF REVENUE NZA NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT~ ALLOHANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSNENT OF TAX DATE ESTATE OF DATE OF DEATH FZLE NUNBER COUNTY ACN 10-11-200q NCDONALD 05-1~-200q CUMBERLAND 101 NARGo A HAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGZSTER OF WILLS CUMBERLAND CO COURT HOUSE CARLZSLE, PA 17015 RETAZN LOWER PORTZON FOR YOU~_R_~_O.~.D_S_ ~ JaN L. BROWN & ASSOCIATES OLDE ENGLISH GAP 845 S~R T~OM~S COU.T Su~ 12 H~RI~u~s, PA 17109 h,,llh,,llh,,,,,Ih,lh h,l,I Register of Wills Cumbedand County Courthouse One Courthouse Sq Cadisle PA 17013 CO~IIVld~WEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OFINDiVIDUAL TAXES DEPT 250601 HARRISBURG, PA ~7128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV 1162 EX(11-96) NO. CD 0O4492 fold BROWN JAN L 845 SIR THOMAS COURT SUITE 12 HARRISBURG, PA 17109 ESTATE INFORMATION: SSN: 192-30-2276 FILE NUMBER: 2104-0490 DECEDENT NAME: MCDONALD MARGO A DATE OF PAYMENT: 10/13/2004 POSTMARK DATE: 10/12/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/14/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $315.63 REMARKS: CHECK# 117 SEAL TOTAL AMOUNT PAID: $315.63 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU GF TNDZVZDUAL TAXES Z,YHE;LTANCE TAX DTVTSZON DEPT. ;'80601 HARRTSBURG;, PA 17128-0601 JAN L BRONN JAN L BRONN & A$SOCS 8q5 SZR THOHAS " HBG ~PA 17109 CONMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FZLE NUMBER COUNTY ACN REV-~.S47 EX AFP (01-93) 10-11-200q HCDONALD HARGO A 05-1~-200~ 21 0~-0~90 CUMBERLAND 101 Amoun~ Reei~ed I HAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGZSTER OF NZLLS CUMBERLAND CO COURT HOUSE CARLZSLE, PA 17015 CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~ REV-154? EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF MCDONALD MARGO AFZLE NO. 210q-Oq90 ACN 101 DATE 10-11-200q TAX RETURN gAS: ( ) ACCEPTED AS FZLED (X) CHANGED SEE ATTACHED NOTZCE RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: 0RIGTNAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) $. Closely Held S~ock/Par~nership Zn~eras~ (Schedule C) ($) q. Mor~cgages/No:~es Receivable (Schedule D) (q) 5. Cash/Bank Deposi~cs/Misc. Personal Proper~y (Schedule E) (S) 6. Jointly Owned Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,:al Asse~s APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expenses/Adm. Cosmos/Misc. Expanses (Schedule H) (9) 10. Deb~:s/Mor:~gage Liabili~cies/Liens (Schedule T) (10) 11. To'al Deductions 12. Ne'l: Value of Tax Re~urn 70178q.70 .00 .00 .00 358/2q2.$9 .00 1qZ~68q.80 (B) 25,:571.qZ lql.O0 NOTE: To insure proper credi~ ~o your account, subei~ ~he upper portion of ~his fore wi~h your ~ax payment. 15. NOTE: ASSESSMENT OF TAX: 1.6. Amount: of Line 1~ e~ Spousal ra~e 16. Amoun'~ of LAne lq ~axable a~ Lineal/Class A ra~a 17. Aeoun~ of Line lq a~: Sibling ra~:a 18. Aeoun~c of Line lq taxable a~ Collateral/Class B ra~e Charitable/Governmental Bequests; Non-elected 911:5 TrusSes (Schedule J) Na~ Value of Es~a~a Sub,~ac~ ~o Tax :;f an assessment ~as issued previously, 11nes 14, 15 and/or 571,711.89 08-1:~-ZOOq NUMBER CD00qZ7q UZ~CUUNT (+) ZNTEREST/PEN PAZD (-) 1,213.17 PAYMENT MUST BE MADE BY OZ-lq-ZOO5~. DATE (1.;) .00 X 00 = .00 (16) 5q6,199.q7 X 0r+5= 2q,578.98 (17) .00 x 12 = .00 (18) .00 x 15 = .00 (~9)= 2q,578.98 AMOUNT PAZD 2:5,050.18 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. 19. Principal Tax Due TAX CREDZTS: PAYMEN1 RECETpT (15) . O0 (lq) 5q6,199. q7 16, 17, 18 and 19 ~ill TOTAL TAX CREDZT 2q,26~.35 BALANCE OF TAX DUEI $15.65 ZNTEREST AND PEN. .00 TOTAL DUE ~15.6~ ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU MAY BE DUE~ A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.) reflect figures that include the total of ALL returns assessed to date. (11) ~'; .512.q2 (12) 5q6,199. q7 RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 1981 -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section 21~0 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 91¢0). Detach the top portion of this Notice and submit with your payment to the Register of #ills printed an the reverse side. --Hake check or money order payable to: REG/STBR OF N/LLS, 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-1313). Applications are available at the Office of the Register of Nills, any of tho 23 Revenue District Offices, or by calling the special Z~-hour answering service for forms ordering: 1-800-362-Z050; services for taxpayers with special hearing and ! or speaking needs: 1-800-~q7-3010 ITT only). Any party in interest not satisfied with the 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. 281011, Harrisburg, PA 17118-1011, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17118-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid aithin three (3) calendar months after the dacedent's death, a five percent (5Z) discount of the tax paid is allowed. The 151 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. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, er nine [9) months and one (1) day from the date of death, to the date of payment. Taxes which became deIinquent before January i, 1982 bear interest at the rata of six (61) percent par annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary froa calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates far 1981 through ZOO~ ara: !nterast Daily Interest Da i ly Year Rate Factor Year Rate Factor ~ 201 .0005~8 1988-1991 1XX .000301 1983 16X . 000438 199Z 91 . 000147 1984 11Z .000301 1993-1994 71 .000191 1985 131 .000356 1995-1998 91 . O00147 1986 107. .000274 1999 71 .000192 1987 107. .00027~ 2000 71 .000192 --Interest is calculated as follows: TNTEREST = BALANCE OF TAX UNPAID Interest Daily Year Rate Factor ~ 91 .O00Z~7 2002 61 .000164 ZOO3 5Z .000137 200~ 4Z .000110 X NUtlBER OF DAYS DELINQUENT X DAILY 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. REV-1470 E~ (6-88)'  INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 DECEDENTS NAME FILE NUMBER McDonald, Margo A. 2104-0490 REVIEWED BY ACN Daniel Heck 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The value of the real estate is increased from $63,770.00 to $70,784.70 as the result of A I multiplying the assessed value of the real estate $63,770.00 by the common level ratio of Cumberland County of 1.11 to get the fair market value of the real estate $70,784.70. ROW Page 1 BUREAU OF TNDZVZDUAL TAXES TNHERTTANCE TAX DI*VTSION PO BOX Z80601 HARRTSBURG, PA 171Z8-0601 COMMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEMENT OF ACCOUNT REV-i~07 EX &FP C09-04) JAN L BRONN JAN L BRONN & ASSOCS 8q5 SZR THOMAS CT HBG DATE 11-29-2004 ESTATE OF HCDONALD DATE OF DEATH 05-14-200q FZLE NUMBER 21 0q-0490 COUNTY CUMBERLAND ACM 101 Amount Rem i'l:'l:ed MARGO A MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGISTER OF WTLLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To /nsurm proper credit to your account`, submit the upper portion of this form wAth your tax payment. CUT ALONG THZS LZNE I~ RETA:~N LONER PORTZON FOR YOUR RECORDS ~ I~E~r;f~;~Y '1~ '~Pi~' '~ril~'-'~:J ...... '~;E' ~i~r~If t ~A~li}~' ~R~ '~f~¥1~R~4T ' ~¥ 'R~Y~O~ ' ' ~ ..................... ESTATE OF MCDONALD MARGO A FZLE ND. Z1 04-0490 ACN 101 DATE 11-29-2004 THTS STATEMENT *rs PROV*rDED TO ADV*rSE OF THE CURRENT STATUS OF THE STATED ACM *rN THE NAMED ESTATE. SHONN BELO# 'rs A SUMMARY OF THE PR*rNC*rPAL TAX DUE,, APpLTCAT*rON OF ALL PAYMENTS`, THE CURRENT BALANCE,, AND., TF APPL*rCABLE,, A PROJECTED *rNTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-11-2004 PRINCIPAL TAX DUE: ............................................................................. PAYMENTS (TAX CREDITS): 24,578.98 PAYMENT RECEIPT D~SCOUNT (+) AMOUNT PAID DATE NUMBER ~NTEREST/PEN PAID ¢-) 1,Z1~.17 08-1~-Z004 10-12-2004 CDOO4Z7q CDOO449Z .00 2~,050.18 $15.6~ ZF PAZD AFTER THZS DATE`, SEE REVERSE SZDE FOR CALCULATZON OF ADD*rTZONAL *rNTEREST. ¢ ZF TOTAL DUE ZS LESS THAN NO PAYMENT *rS RE~U*rRED. ZF TOTAL DUE *rS REFLECTED AS A "CRED*rT" TOTAL TAX CRED'rT 2q,578.98 BALANCE OF TAX DUE .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE S'rDE OF TH*rS FORM FOR *rNSTRUCT*rONS. ) PAYNENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on tho reverse side. -- If RES/DENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESXDENT DECEDENT make chock or money order payable to: CONNON#EALTH 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 /nhmritanca and Estate Tax" (REV-ISIS). Applications ara available online at www.revenue.state.pa.us, any Register of Hills or Revenue District Office, or from the Department's Z4-hour answering service for forms orders: 1-800-S6Z-Z050~ services for taxpayers with special hearing and/or speaking needs: 1-800-447-SOZ0 (TT REPLY TO: DISCOUNT: PENALTY: questions regarding errors contained an this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.e. Box Z80601) Harrisburg, PA 171Z8-0601, phone (717) 787-6505. If any tax due is paid within three (5) calendar months after the decadent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z 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 (l) day from the date of death, to the data of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest et a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 are: Znterest Daily lnterest Daily Interest Daily Year Rata Factor Year Rate Factor Year Rate Factor 1982 ZOZ .000548 1988-1991 11Z .000S01 2001 9Z .000247 1985 162 .0004S8 199Z 9Z .000247 200Z 6Z .000164 1984 112 .000501 1993-1994 7Z .O00Igz ZOOS 5Z .0001S7 1985 132 .000S56 1995-1998 92 .O00Z~7 2004 42 .O00110 1986 iOZ .000Z74 1999 72 .00019Z 1987 9Z .000247 2000 8Z .O00Z19 --Interest is calculated as follows: TNTEREST = BALANCE OF TAX UNPAZD X NUNBER OF DAYS DEL/NQUENT X DAILY 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. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF MARGO A. MCDONALD, DECEASED FILE NO. 2004-00490 FAMILY AGREEMENT AND FINAL RELEASE THIS AGREEMENT by and between JAN L. BROWN, as Executrix of the Estate of MARGO A. MCDONALD, Deceased, and STACY S. SCOTT, JAMES A. SCOTT and DARRYL L. SCOTT, SR., as beneficiaries. WHEREAS, MARGO A. MCDONALD, late of East Pennsboro Township, Cumberland County, Pennsylvania, died testate on May 14,2004, having first made her Last Will and Testament dated March 6,2001, which instrument was admitted to probate and is recorded in Cumberland County Courthouse, Register of Wills, File No. 2004-00490; WHEREAS, JAN L. BROWN has been duly appointed as Executrix of the Estate of Margo A. McDonald, Deceased; and WHEREAS, the parties in interest under the Last Will and Testament of Margo A. McDonald, Deceased, are: 1. Stacy S. Scott, son 2. James A. Scott, son 3. Darryl L. Scott, Sr., son h) C) ;3 ~ .. Q ~...'.1 WHEREAS, STACY S. SCOTT, JAMES A. SCOTT and DARRYL L. se9!T, ~ "j'__ ;J are entitled to equal shares ofthe residuary estate; I 0,) -',-' :"'--i ,"J LO Page 1 of7 tf ,', ., --0-.1 CI -, j-,--j WHEREAS, each of the parties to this Agreement have been furnished with a complete listing of the estate assets, receipts and disbursements as set forth on the Statement of Account/Schedule of Distribution attached hereto and marked as Exhibit A; WHEREAS, it is the desire ofthe parties to this Agreement that distribution of this estate be accomplished without a formal accounting to the Orphans' Court Division of the Court of Common Pleas of Cumberland County, it being the desire of the parties to avoid the expense, delay and publicity of a formal accounting. NOW, THEREFORE, WITNESSETH, in consideration of the mutual promises, covenants and agreements recited herein, the parties do agree as follows: 1. JAN L. BROWN, Executrix, does hereby state that she has fully and faithfully discharged the duties of her office, and the Statement of Account (Exhibit A) is true and correct and fully discloses all significant transactions during the accounting period. She further states that all known claims against the Estate have been paid in full, and to the best of her knowledge there are no claims outstanding against the Estate, and all taxes presently due from the Estate have been paid. 2. Each of the parties to this Agreement does hereby release and forever discharge the said Executrix, JAN L. BROWN, her heirs, executors, administrators and assigns, JAN L. BROWN & ASSOCIATES, attorneys at law, and JAN L. BROWN, ESQUIRE from any and all liability which may from time to time arise in connection with their service as Executrix and Attorneys of the Estate of Margo A. McDonald, Deceased. The parties do further agree to Page 2 of7 indemnifY and hold them harmless from any and all liability which may arise against the estate from creditors or claimants. 3. Each ofthe parties does hereby acknowledge receipt of the assets described on the Schedule of Distribution attached hereto. 4. Each of the parties acknowledges that this Agreement shall be indexed and recorded in the estate proceedings and that the terms hereof shall be binding upon their respective heirs, successors, administrators and assigns. 5. Each of the beneficiaries do further agree with each other and the aforesaid Executrix that should any liability come due to the estate of the said decedent after the signing of this Agreement, each will contribute pro rata hislher share of the estate to satisfY any and all claims, demands, suits or causes of action which may be successfully prosecuted against the said estate or the aforesaid Executrix after the signing, sealing and delivery of this Agreement. 6. This Agreement shall be governed by the laws ofthe Commonwealth of Pennsylvania. Page 3 of7 IN WITNESS WHEREOF, I have hereunto set my hand and seal this Sept- ,2005. y day of WITNESS: !: ~jnrliL 1- ~~aJri; ( _\~~~. ~. BROWN, Executrix COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF DAUPHIN ~ On this the ~ day of Sf Dit rTLher ,2005 before me, a Notary I Public, the undersigned officer, personaJly appeared IAN L. BROWN, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. cj~ j. j{;~ IIICf ::t''llEA.llfWtllll'M'tftBlC l'Mflllllll!.~_ MrCllllllISSlGllEllPlllESllEC.l1. Page 4 of7 IN WITNESS WHEREOF, I have hereunto set my hand and seal this ;9.Q... day of fI /J']cb t ,2005. WITNESS: ~gld~ STA Y S{S T, Beneficiary STATE OF WASHINGTON SS: COUNTY OF On this th~~day o~" , 2005 before me, a Notary Public, the undersigned officer, personally appeared STACY S. SCOTT, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. """""\\111, ~...~" . K'~' "~'It ~~~ "..~ ~ ::: ~ ~.. .'.. "I. -:;;J; :~~_.~ ~ ~ ~OT~. ~ - r.... - J ;ill': ~ ! ... .~ ~ ~- ... ~ ,. ::;..\,. Co "~- ~.... .7 (I..\.~ "0 E '" "'~'I;,,'O_o. .(\~_.,-!l<. :: r, If' . ......... _ ~II ""\\\\\\ .", ~t~..:-- III Or. bJ' s,<<'. ,$' III .....r'\ _ ,........ 1\.,\\,."....,' . \ ,\ Page 5 of7 IN WITNESS WHEREOF, I have hereunto set my hand and seal this d:; "'I day of Ar ..z '7 I ,2005. WITNESS: STATE OF COLORADO SS: COUNTY OF On this the d~ . dayof (\\.. ~ ~~-\ , 2005 before me, a Notary Public, the undersigned officer, personally appeared JAMES A. SCOTT, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ... -111.1111I11I.. ,t"~ oN Q..~~... (~ / ......-....~...'\ Q~~OTA...:~.,. ~ : r, ':: : -- i :: ~\ I>UBL\G/~j ';:/"~"""~"W" !' .~~ ('F c()\l 111""'1.11"'" .., Comm""on "piNs 11.12.0& '. ~~~ ~~ Notary Public Page 6 of7 -<A, IN WITNESS WHEREOF, I have hereunto set my hand and seal this :2.. 'f day of ~- ,2005. WITNESS: lj~ndfJ '1 J<,~ rf,euf; COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF DAUPHIN On this the 2-if day of A {,/:3{1-"5 f , 2005 before me, a Notary Public, the undersigned officer, personally appeared DARRYL L. SCOTT, SR., known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~a~ ot Public 1IF ....'fl. A.1llU IllIlM\'I'UIlUC IllIlER PAXIlIfIlWP., IMUI'IllI ClIUKIY III' --lib EllPlRES IlEC. 17 ZOO7 Page 7 of7 STATEMENT OF ACCOUNT OF THE ESTATE OF MARGO A. McDONALD DATE OF DEATH 5/14/2004 Real Property 843 Melissa Ct #301, E Pennsboro Twpl (Tax Assessment of $63,770 x CLR 1.11) Personal Property (basis at death) Household goods/personal property 1998 Subaru Legacy L Sedan 4D Commerce Bank Account 0616261559 M&T Bank Account 58818618 M&T Bank Account 98032321 M&T Bank Account 15004208639243 PSECU Reg Shares Account PSECU Certificate of Deposit Reimbursements/refunds Total Probate Property Income earned since date of death Interest Total Income Expenses Funeral Attorney fee Executor fee Accountant fee Administrative costs Debts of decedent Pa inheritance tax Pa fiduciary income tax Reserve Total Expenses Net Assets Available for Distribution $70,784.70 $10,000.00 $7,900.00 $100,245.01 $32,898.04 $50,261.87 $50,087.91 $55,179.24 $50,050.93 $5,347.74 $1,797.25 -$2,494.35 -$16,408.00 -$5,646.00 -$250.00 -$1,169.31 -$222.14 -$23,365.81 -$44.00 $0.00 8/15/2005 Exhibit A, Page 1 $432,755.44 $1,797.25 -$49,599.61 $384,953.08 DISTRIBUTION TO BENEFICIARIES ACCORDING TO TERMS OF LAST WILL AND TESTAMENT OF MARGO A. McDONALD' Stacy S. Scott, son, one-third residuary estate Household goods/personal property Cash distribution; Ck 998; 7/8/04 Cash distribution; Ck 109 9/21/04 Final cash distribution James A. Scott, son, one-third residuary estate Household goods/personal property Cash distribution; Ck 110 9/21/04 Final cash distribution Darryl L. Scott, Sr., son, one-third residuary estate Household goods/personal property 843 Melissa Ct #301, East Pennsboro Twp' 1998 Subaru Legacy L Sedan 4D Cash distribution; Ck 11812116/04 Final cash distribution Total Distribution 'Cost basis to be used when reporting capital gain/loss. $3,333.34 $1,354.62 $115,645.38 $7,984.36 $3,333.33 $117,000.00 $7,984.36 $3,333.33 $70,784.70 $7,900.00 $38,315.30 $7,984.36 $384,953.08 2 After final distributions are made, the beneficiaries agree to reimburse the Executrix pro rata if called upon to pay further liabilities of the decedent in the future. 8/15/2005 Exhibit A, Page 2 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Maroo A McDonald Date of Death: 5/14/2004 Will No. 2004-00490 Admin. No. Pursuant to Rule 6. 12 of the Supreme Court Orphans I 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 : 3 . If the answer to No. 1 is Yes, state the following: a. account with the Court? Did the personal representative file a final 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 I Court and may be attached to this report. Date: 9/7/2005 Signatj-.g ~ Jan L Brown Name (Please type or print) 845 Sir Thomas Court Suite 12 Harrisburo PA 17109 Address (717 ) 541- 5550 Tel. No . Capacity : X Personal Representative Counsel for personal representative r !-J .. ":: ~ ! J tl'l 'vi eP