Loading...
HomeMy WebLinkAbout09-18-09 1505607120 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO Box.2sosol i Harrisburg, PA 17128-0601 2 1 0 9 0 2 16 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 193 12 9018 02 16 2009 12 19 1916 Decedent's Last Name Suffix Decedent's First Name MI MCKEEHAN SR. EDGAR F (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X^ 1. Original Return ~ 2. Supplemental Return ~ ;l. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise ^ .'i. Federal Estate Tax Return Required (date of death after 12-12-82) g Decedent Died Testate ~ (Attach Copy of Will) ~ Decedent Maintained a Living Trust Q fl. Total Number of Safe Deposit Boxes (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 1p. Spousal Poverty Credit (date of death ~ 11.Election to tax under Sec. 9113(A) between 12-31- 1 and 1-1-95) (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL 1'AX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number RICHARD L. WEBBER, JR. ESQUIRE 7:L7 532 7388 ~ _ Firm Name (If Applicable) WEIGLE & ASSOCIATES, P.C. First line of address 126 EAST KING STREET Second line of address City or Post Office SHIPPENSBURG State ZIP Code PA 17257 ;.,.,. _ REGISTER OF'~1(IHtS~.1SE ~Y ; -fir f rt-+(-\- ~. "J ; i\ ~- J ~ . ~_~!~- t_. -ri _ - _ _- :77 - 'L7 -~ - '1i -- . W DATE FILED .f ~._..J j ~~ ... -.:~7 ~_ =~=4 :~~ '~~t Correspondent'se-mail address: rwebber@weigleassociates.com Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. ADDRESS 126 East King Street, Shippensburg, PA 17257 Side 1 150560712D 1505607120 J ~zAO 481 South Spring Garden Street, arlisle, PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTA IVE DATE ~~' /~ c.-L___ Richard L. Webber, Jr. Esquire ~ ~/ ~j/o y 1505607220 REV-1500 EX Decedent's Social Security Number ~ecede~rSName: Edgar F. McKeehan Sr. 193 12 9018 RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 8 7 0 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4. 5• Cash, Bank De osits & Miscellaneous Personal Pro a ................ p p rty (Schedule E) 5. 3 1 , 5 0 2 . 4 3 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6. 7 , 3 3 7 . 7 2 7. Inter-vvos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............. 7, 8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 3 9, 7 1 0. 1 5 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 3 , 4 3 0 . 9 1 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 8 7 6 . 1 9 11. Total Deductions (total Lines 9 8 10) ...................................................................... 11 • 4, 3 0 7 1 0 12• Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 3 5 , 4 0 3 . 0 5 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14. 3 5 , 4 0 3 . 0 5 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .o0 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at linealrateX .045 35, 403.05 16. 1, 593.14 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18• 0. 0 0 19. Tax Due ..................................................................................................................... 19. 1 . 5 9 3.14 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505607220 1505607220 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-09-0216 DECEDENT'S NAME Edgar F. McKeehan Sr. STREET ADDRESS 125 Kerrsville Road CITY Carlisle STATE PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable p. Interest E. Penalty 1,900.00 79.66 Total Credits (A + B + C) (1) 1,593.14 Total InteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (2) 1,979.66 (3) (a) 386.52 (5) (5A) (56) Make Check Payable to: REGISTER OF WILLS, AGENT , ~.. m PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :................................................................................. ^ b. retain the right to designate who shall use the property transferred or its income :.................................... ^ c. retain a reversionary interest; or .................................................................................................................. ^ ~~ d. receive the promise for life of either payments, benefits or care? .............................................................. ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after Juiy 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax„ and the statutory requirements for disGosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. 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-7503 EX+ (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER McKeehan, Edgar F. Sr. 21-09-0216 All properly jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 46 shares of Shares of CV Co-op Stock -Certificate 10.00 460.00 #11986 2 10 shares of Shares of CV Co-op Stock -Certificate 10.00 100.00 #7412 3 10 shares of Shares of CV Co-op Stock -Certificate 10.00 100.00 #8217 4 21 shares of Shares of CV Co-op Stock -Certificate 10.00 210.00 #9482 TOTAL (Also enter on Line 2, Recapitulation) 870.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, 8t: MISC. PERSONAL PROPERTY ESTATE OF (FILE NUMBER McKeehan, Edgar F. Sr. 21-09-0216 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 1997 Chevrolet Sedan Motor Vehicle 300.00 2 Adams County National Bank Checking Account #220418 26,021.29 Accrued dividend on Item 2 through date of death 0.54 3 Atlantic Breeders -Unclaimed property ID #799206 5.00 4 Atlantic Breeders -Unclaimed property ID #799208 6.00 5 Deposit -Social Security 245.00 6 Ewing Brother's Funeral Home -Refund g.2p 7 Health Insurance -Refund 2,890.40 8 Personal Property 1,050.00 9 U.S. Treasury -Tax Rebate 975.00 TOTAL (Also enter on Line 5, Recapitulation) I 31,502.43 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1509 EX+ (8-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER McKeehan, Edgar F. Sr. 21-09-0216 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Brenda K. Brant 86 Clay Road Daughter Carlisle, PA 17015 B. Roger L. McKeehan 10 Pine Lake Drive Son Carlisle, PA 17015 C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1 A,B 3/10/2004 Janney Montgomery Scott, LLC Bond 22,015.35 33.330% 7,337.72 #1648-1707 TOTAL (Also enter on Line 6, Recapitulation) I 7,337.72 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) REV-1151 EX+t12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER McKeehan, Edgar F. Sr. _ 21-09-0216 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 418 South Spring Garden Street city Carlisle state PA zip 17013 Year(s) Commission paid 2009 2. Attorney's Fees Weigle ~ Associates, P.C. 2,675.89 3. Family Exemption: (If decedent's address is not the same as daimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 140.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 615.02 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 3,430.91 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER McKeehan, Edgar F. Sr. 21-09-0216 ITEM NUMBER DESCRIPTION Other Administrative Costs 1 Cumberland County Register of Wills -Short certificate 2 Cumberland Law Journal -Legal Advertising 3 Dan Hershey Auctioneering Service -Appraisal Fee 4 Harland Clarke Check Order -Estate checks 5 Register of Wills -Filing fee for inheritance tax return 6 Register of Wills -Reserve for filing fee for First and Final Accounting 7 The Sentinel -Legal Advertising AMOUNT 4.00 75.00 75.00 16.00 15.00 200.00 230.02 H-B7 Subtotal 615.02 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (6-98) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS COMMONWEALTH OF PENNSriVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF - (FILE NUMBER McKeehan, Edgar F. Sr. 21-09-0216 Include unreimbursed medical expenses. (It more space is needed, additional pages of the same size) Copyright (c) 2002 form soffivare only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1513 EX+ (9-00) SCHEDULE J COMM ANIA O BENEFICIARIES NHERITANCE TAXRE URN RESIDENT DECEDENT ESTATE OF FILE NUMBER McKeehan, Edgar F. Sr. 21-09-0216 NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(S) RECEIVING PROPERTY (Words) ($$$) Do Not List Trustee s I TAXABLE DISTRIBUTIONS [indude outright spousal ~ distributions, and transfers under Sec. 9116(a)(1.2)] 1 Brenda K. Brant Daughter One-Sixth of 5,900.51 86 Clay Road Residue Carlisle, PA 17015 2 Dale L. McKeehan Son One-Sixth of 5,900.51 1954C Walnut Bottom Road Residue Carlisle, PA 17015 3 Jay L. McKeehan Son One-Sixth of 5,900.51 125 Kerrsville Road Residue Carlisle, PA 17015 4 Mark D. McKeehan Grandson One-Twelfth of 2,950.25 355 Stonehaven Drive Residue Red Hill, PA 18076 5 Roger L. McKeehan Son One-Sixth of 5,900.51 10 Pine Lake Drive Residue Carlisle, PA 17015 See continuation schedule attached Continuation 8,850.76 Total 35,403.05 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) SCHEDULE J The BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Edgar F. McKeehan Sr. 02/16/2009 193-12-9018 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 6 Karol B. Shughart Grandchild One-Twelfth 2,950.25 9052 Twisted Hickory Road Bladenboro, NC 28320 7 Barbara J. Smith Daughter One-Sixth of Residue 5,900.51 481 South Spring Garden Street Carlisle, PA 17013 Total 8.850.76 1 ~o'?+~i" .L I, EDGAR F. ttiiCXEEHF~.~v; a1'~*,~a EDU:~R 2+i~".FCEEF'.f~'~. ~;yi ztiest I~~'xlris~o~'~= Ttyw^shzp, ~:umberland County, Fenns:~rlc~as~l.t~, ::iel'l'~ Jf S'~l:,n~ iT;'L'"?+~., r~• ;1~ZCn, do ~crP_~' ':~:-~ *7L!..C~-=~Sh CSit~ 7<<.1:~.~Y"~' t}:1.~ T';i, r7e:i1:: and aivpC~c , ;- m~~.- s La.^: a?~.A1. and ^z?star^ent, hereby re~•ekin~ axad n~a:~_i~;y void ar~y ,~.r.~: a..l Wills, Codicils, or writis~c~s ~_r~ thc, nature rr~R3rec~`, b~ me ~:~- any tame heretofore made: k':i:~.-" FA.'~iTEY~T G~~ EXPENSES -- I dire'Ct tY'i:',.t ail r.,y jL~.:t: ,ar.,;.:~:s ae?t~,. .~ ,-: fun~:ral t?~f~'?n=~?S, :i2C.~L1;:~ir:C ?!1'~f '~'ral"t~l~fa.i~i.2r r. last illziess, shall be paid frc;m „~z, resi.duary esi_a~E. as so~:;:~~ a=. practicable after my decease as a r,art ~~f tie adrr,inistratior•, of r~y esta.`e. SGCGr'D; RESIDi7E QF ESTATE - I give, aevise ari•~ begL~.eath all the rest, residue and remainder of my estate, be it reel, personal, or mixed, of whatsoever kind and wheresoever situate, unto n.y wife, Mme? IE L . I~icKr~E'HAN, provider 5;1~` sha3?. s,~,~rvive me b`y thirty { 3 ~~ nays. .- - - ----- - -- .:t yn _.+.iE: l '."Gig.. illy U61ii~ ._ ~.i...t:, i.v ..~i_i. . ~\~... ~::.° x.•1,. .. _. .' ..; \- _ I then direct teat a_11 assets ire sold and the z?roceeds divided equall~~;r unto my children, i;D^Q_F2 F . ivicKEEH?~~, JIB.. , ROGER L McKEEHAN , ~ AY L . McKEEY~~v , ~fL,r L . N;cKEEHA3>! , E~iF,ZA J . Vv'ILKL , any' BRENDA K. BRANT, per stirpes. However, if a child does not surv~~"~~ me and leaves children who so survive me, such children shall receive, per stirpes, the share my child would have :received had he or she so survived me. THIRD: EXECUTOR - I appoint my wife, MARIE L. McKEEHAI3, Executrix of my Will. In the event that MARIE L. McKEEHAN predeceases me or is unwilling or unable to serve as Executor, I then appoint as Co- Executors my son, EDGAR F. McKEEHAN, JR. and my daughter, BARBARA J. WILKE, air the survivor thereof. Neither my Executrix nor any si~.ccessor shall be required to give bond for the performance of their duties. I grant to my Executrix the power to compromise claims without court approval acid without the consent of any beneficiary. FOURTH: PROTECTIVE PROVISION - To the greatest extent permitted by law, before actual payment to a beneficiary or to his or her account, no interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary. IN WITNESS WHEREOF, I hereunto have signed my name to this, my Last Will and Testament, the text of which consists of two (2) typewritten pages, this ~a-day of ~ i" c;`,~'~~ 1997. ~; ~~,as~,- - ~. rf 1',''I ~ . ; ~~`,~ ~ ~. , :~ >~. ( SEAL ) ED T2 F . McKEEi~iAAT, 'Testator . ~ `; A f ~.~:=t' _ ~-~ti ~- .' ~~ ~.,~~~..a: a~ (SEAL) 9 a/k/ 'EDGAR McKEEHAN, Testator ~~ r PAGE 2 In our presence, the above-named Testator signed this and declared it to be his Will, and now, at his request and in his presence and in the presence of each other, we sign as witnesses: STATE OF PENNSYLVANIA SS COUNTY OF CiT~iBERLAND 1 I, EDGAR F. McKEEHAN, a/k/a EDGAR McKEEIi~N, having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my Will and that I signed it as my free and voluntary act for the purposes therein expressed. ~ ,~ ,~ E , AR F . McKEEHAN, 'T'estator lam,/ ',~~~w//~ !~/ !'{~ /~//'~~_""' `/~~~~pQ/ a/k//~~DGAR McKEEHAN, Testator PAGE 3 Cumberland Valley Cooperative association 908 Mt. Rock Road PO Box 350 Shippensburg, PA 17257 -- 717-532-2197 ~' -~~ ~ 800-488-2197 --~~ ` .~: FfVC: 717-532-4353 ~. -,.. March 17, 2009 ~~~-~ ~ i~~ ~~ Richard L. Webber, Jr. c/o Weigle & Associates, P.C. 126 East King Street Shippensburg, Pa. 17257 Re: Edgar F. McKeehan, Sr., deceased Dear Richard: To redeem Mr. McKeehan's stock we will need the following: 1> The original certificates, endorsed on the back by the Ms. Smith, the Executrix of his estate, 2> A short certificate identifying Ms. Smith as the Executrix, and 3> A death certificate. We will issue a check to the estate in the amount of $10 for each sharE~, a total of $870.00. Eight shares had been previously recalled from certificate # 7412. Awaiting your reply. Cooperatively, ~L'~ Merle D. Harnish, Controller ~. W - ,, L, - = J, 1. _..__._____ ,, r ~. :'i ~_ _. -' I . VEHICLE IDEN I IFiC,=. G . IL . BEn J ~ 1 I - -' ~ f ' ~ - ' - 1 - V~~ICL= .. I V u I ~E i.W~,BEn PE i DU° SEAT CAP F I F T'T ~~ 1 ~ - M . _ ~T.~TE ,~. ~ r * I . -'".- .TITLED -J .. D.v E OF I SUE I I _ „ UNLADEN NlEiGHT ~ GVWR 7W I _ ~ R TI E 6F,. IC. ~.. I. ~~ 5 " t ~ 4 t ~ ~~ r r EC'-1l`_ ^ C t'. T c . c lu Z HE AC-UAL NI ~k.. RE.C.CaISTEF -:Sl I ii~~ ~ _ V ~I~ ,.~ , ' ~ rd r ..:.J ..r r ~ is ~ ` ~ t~li i J p 1 'IRST LEN r4VOR CF: { i y I.~ ~+ r= $ 'L ~ ll2 i! FELEASED I Y ,+ k F DATE ~' ~ I BY r~ ~~~ AUTHORIZED REPRESENTATIVE SS ul~ MAILING ADDRESS =~-f~ ,~4 ~r { ~yd.~ ~{~-~ ~ ~~3~~1?h ~~ SECOND-LIEiV~FAVCR Or' - NO,' T4E . L'AL :,11LE ^.CO:: i At.!F 9th .eRIFIE rf I I = EXEMP-'FROM OOD .AETEF niSG_ ~Lq~ ITLE BF n GS > 4fi TIGUE H LE ~ '~ASSIL EH CL~ D '.;C LLE r ENICLE I..,. ]E I. ITpr - -'-iR GINS ter: MFG^ FOF '~']fl{ I. aS-RIgLT:ON i(i° ti = f,GRICU JRAL ftNICLE - = LCCG NG ~ ~r!IC L~ P ISANAS A POLICE ` EH ~ _E h - RECONSTRUCTE:^ STREET'ROO T HECCVERE THEFT H: -~_E /EHICLEC f TA f~ nJS~JSp ,f`J ~ ~~ V FLOOD V HIC~c y If a second lienholder is fisted upon sat 1 c .r e! t sl ba^ 7e Ilenholder must lorwerd :his Title 'c the Bu aat o~ 7SO o yen cl~~ n h t ~. appropriate fcrm antl fee. SECOND UEN RELEASE:'D YI DATE BY_ AUTHORIZED REPRESENTATIVE ~~ i ~I {. ' ~ r . ~1z . Y ' I cedlfy as of the dato of issue, the oflicial records of the Pennsy4renia Department FF ~ 'sir bf Transportatwn reflect that the person(s) or company nametl harein is the lawful owner j.- ~. e ° of the saitl vehicle. ~~ E~^1~~J i/''T~' ff`> ~ `act I r~ ~ ~f ii ~;,,~~' SUBSCRIBED AND SWORN gl; Ci.BERORE~ `AE: I _ I eu-Na urn F.. Secretary of Tzansportaticn =` I tt a co-purchaser other than you~1 r spouy`s' e~s fisted and~yo~an~t the t ~:. M1,c be listed as "Joint Tenants With Right of Survroorshlp (On death of one °AV YEAR owner, title goes to surviving owner,i CHECK~HERE^ ~4"ervis he'ti?le wid_be issued as 'Tenants'tn Comnen' (pn de~tN ~ one,uwn r m _ ;eN_oM`wsreR,rac OATH , deceased o:~lner goes_to hislner hens or, es - aze). 45TUEN PATE - -v IF h' _I_N. CHECK: J 1ST LIENHOLDER T~ T =" ~'/ kec ap - - ,,. 'le Ic the ^ehicle a scrib[b -`' _. 'e32~_ni c( cal' here e ~~~Nt i'u qE OF'P ' IC.1NT Cn U,' -_ .. ~~Gt:'c rte. 'v l1R OF,CF.iP C N I _ UT 'n l2_7 SIGN'cR i ~mCth i CITY- - ~. .c.Tn ~E ~: - FINANCIAL INSTITUTIO,~1 NULIBER i 2f.D LfE~ GA; E~ J. JFnO I il. ;;r,- 2ND LIENHOLuER - -- STP.E~ .. ,~I .::.I I __,_ CITY - ~I STAT_ ZIP FINANOIAL INST;TL'TIGAI NUMBER I 1~~-rV~ ~QjT~~ ~::~~rto~~,a r , >i.a~ r March 11 , 200~a Richard L. Webber, Jr., Esquire WEIGLE & ASSOCIATES, P.C. 126 East King Street Shippensburg, PA 17257 ` RE: Estate of Edgar F. MdKeehan ~~-R ~ ~ ~ Dear Mr. Webber: Mr ,McKeehan had checking account ~~220418 with this bank. The account was in his name alone, and was opened December 28, 1983. T1`~e balance as of February 16, 2009, his date of death, was $26,021.29 plus .54~ accrued interest. This is the only account he had with the bank. Sincerely yours, ~' ~~ ,~r Carolyn ~i. Kougr~ •~ Executive Vice President Farmers National Bank, a Division of Adams County National Bank PO Box 3129, GeTlYSSUeG, PA 1 i 325 ~ rrn;~E 717.3343161 ~ roi_t neee 868334.2262 ~ ~n~a~.acnb.com ~Id r ~ r i .L 6p~Cl~J.. A~~i°~:~sa~ Repa~°~ Personal Property of Estate of Edgar F. McKeehan Sr. For Estate of Edgar F. McKeehan Sr. As of: March 24, 2009 By: Dan Hershey Auctioneering Service Steven Ege & Chris Bream, Auctioneers & Appraisers 790 West High Street Carlisle, PA 13013 717-532-4647 l~erso?~al Property of Estate c~ Ec~ar F. McKee~ilian fir. Garage Wuri ueiiC;li vv~'v,"~G, ~S'Pti~er~ iTlisCellanen~,i~; ttir:cc _ ~ i~,i~i Kitchen TV Dry Sink $ 20.00 Set of China Rose Chintz by Meito Japan $ 100.00 Glider Rocker w/stool $ 40.00 Pine Chest of Drawers ~ 50.00 $ 25,00 Living Room , 3pcs Sofa Set Lamps $ 200,00 3 End Stands $ 10.00 Magazine Rack $ 30.00 Floor Model TV $ 15.00 Lazy Boy Recliner $ 10.00 Regulator Clock $ 50.00 Space Heater $ 25.00 $ 100.00 Bedroom Blue Chair Wardrobe $ 25.00 Maple Bedroom Set (Bed, Dresser w/Mirror IVightstands) $ $ 25.00 , Double Box Springs & Mattress 150.00 $ 50.00 Upstairs Waterfall Vanity ~ High Chest $ 75 White Chest of Drawers .00 $ 25.00 Total $ ] 050.00 Estate "laluation date of Death: 02/16/2009 Estate of: Edgar r. IfcKeehan Sr. Valuation Date: 2/16/2009 Processing Date: 04/i4/2009 Account: 1648-1707 Report Type: Date of Death nrum~e ~t ~ -~ Se~.urltLeJ: ~, rile 1D: Edgar McKeehan DOD021609 Shares Security or Par Description Hi h/Ask L Mean &/or Div & Ir_t Security g ow/Bid Adj ments Accruals Value 1) 2117.44 VANGUARD MONEY MKT RESVS INC (VMMXX) PRIME PORTFLIO 2,117.44 2) 20000 BANK OF THE CASCADES BEND OR (06425VAK1) Financial Times Interactive Data DTD: 02/18/2009 Mat: 04/16/2010 1.650 02/13/2009 99.48150 Mkt 02/17/2009 99.49760 Mkt Bond did not begin accruing unti1902/88/2009 19'897.91 Total Value: Total Accrual: Total: $22,015.35 522,015.35 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. Janney Montgomery Scott LLC assumes no responsibility for accuracy or completeness of the information provided, the Date or Death and the specific securities, which are valued. While we deem this inforTM,ation to be reliable, we do not warranty or guarantee its accuracy. This serv;ce is not intended to constitute legal or tax advice. You should consult w_th your tax processional and attorney to discuss estate settlement and a~y_egal matters. / s, KEEP TNt9 Ct)pY POR 1'OIJR RECORDS I /~ i ~~ i~EW AGCOC~{~T APPLiCAT'iON .~_~ ;. ~ , I„ -I'1~'1'~'1~Ij1~ 54~`1~`iw1~'~'~'a~`'6iG~l~`"~i"f'is{`iTI~3'IV I , i , r „, ..., ,~ i! I Ill I 'I I I~~~ ~" ~a leI ,r Il I' EDGAR F MCKEEHAN & , Account Number: 360-01129 ROGER MCKEEHAN & BRENDA BRANDY Account Type: Joint Tenenta WR09 Finanelsl Advisor: TWE FIELDS GROUP 125 KERRSVILLE ROAD f=inanclnl Adviror Gode: 2NS CARLISLE PA 17013 E-mall: open Date: 03/10/2004 '"`~' 1 '11 fl l~ 41"~NI V N I I L~ I I ~I Illy , ~, ~ "~hy~ ~ ~ .1 i,lh fRi I'~ I. , ~ I ~ ~ ~t~M~~ ~~~~I ; , I a~Y'1~1r~ ' 4 "I ' ~ ; I , I , f ~ ~ I f l ';~ ~I '' I~ ~ ~ 1 ,. ~ ~ , ,I ,. ~ „ . , EDGAR F MCKEEHAN, Principal Pa Cltizenahlp: United State s Rosidenoe Adtlraaa: 125 KERRSVILLE ROAD CARLISLE I'A' 1 Q43z D°!° of Birth: 12/19/1916 , , United States Phone: Homc 717-249-1678 Phone; NASD Insider Status: Not an NASD Insider Name of Employee: N/A Employment Status; Retired pelalionshlp: N/A Oroupetlon; employer: Smployer Addrea9: Marital status: 1Mdowad 6pouae's Name: 9pouae"e Oceupatlon: ID Typo. Number o} Dependent :: . iD Number: ID issuer: Expiration Date; ROGER MCK~NAN, Jatnt P21rty Clttzenahlp: United States Tax ID: 192.34-7116 ' Realdenee Addreae: 15 MEL RON COURT, CARLISLE, PA 17013 United States Date at Birth; 05/02/1942 Phone: Nome 717-243207 Phonp; NASD Innidor Statue: Npt tan NASb 1nHider Name of Employee: N!A Employment Status: Not Employed RelatfonShlp: N!A Employer: OooUpatfon: Employer Atltlresa: Marital Sketus: MarrlBd Spouse's Oocupation: Spouse's Name: IP Typo: ID Number Number o} Dependents; . ID Issuer. E:xplratlon Date: BRt=NDq t3tZgNpT, Jalnt Party Citlzenahlp: Urllted States Tax ID: Residence Atltlresa: 209.46-1976 86 CLAY ROAD, CARLISLE, PA 17013 United Stale Date of Hlrth: 08!02/1956 s Phone: Home 717-243-4116 Phone: Bualneaa 717 2113 NASD 8 - - 834 Insider Status: Not an NASD Insider Name o} Employee: NIA Errlployment Status: Not Employed Ooaupatipn; Relationship: N!A employer: Employer Address: Marltal3tatue: Married Spouse's Name: Spouse's Ooeupation: to wpe. DnbeYS Llconse ID Number: 16 566 825 I Number' of Dependents: n lamer; PA Expiration Data: 36001129 PAaE ~ of ReWsion Date: 09/2002 ADD 562686 / 0310104155°2