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Home My WebLink About03-0426 PETITION FOR PROBATE and GRANT OF LETTERS Estate of' g~,.~lq. ]~. [q[e..~t[,~l~ No. also known as To: Register of Wills for the · .Deceased County of Cu'g/~t~-Lot~ D in the Social Security No. ~-& 2 ' ~ ~ ° ~ ~ ~'~ ' Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut _m 1~ named in the last will of the above decedent, dated ~'1~ I~, ~- ~ ~..1~., I ~O) .! , 19.__ and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C u ~t I~.O.~ ~,~,~ County, Pennsylvania, with h ~ ~ last family~r principal resi~nce ~t (list street, number and muncipality) Decendent, then ~ , years of age, di~, fl~l~ Il ,~O~ at ~,a~ ~ ~sPtr~ ~t~~/~ ' Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ ~ 00~.~ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) ~'=~ x'~M~Ct4qdt~St~o~G,, [~Or 1105"0 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ COUNTY OF ..F"~_;~.~.~.~t.94~ ~ ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~ ,g ~ ~ ~,~ I ~ before me this ~~~ ~ ' ~day°f { ~~~~AZJ~O~ -- ~'~ ~~~ Reg,st3r ~ Estate Of ~,oAd ~ /2~.f~//~/fj , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW f~,~/t/ ~ ~ in consideration of the petition.on the .reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of and Letters ~ t= %-l-~t~tOT-a are hereby granted to ,..~e~14~,J '-~.. IVl, /~.','/I ~"~ FEES Probate, Letters; Etc .......... Short Certificates( ) ...' ....... $/~-',~ A-rrom~E¥ (Sup. ct. i.v. ~o.) ttengnclauon ................ $/~)~ ~"~0 ADDRESS TOTAL ~~..a}2~.. o~:~ .......... PHONE Filed , ! .~ ~ L:T0 RENUNCIATION In Re Estate of Se _d~L [el ~, [~/~ M I,i I I el~ deceased. To the Register of Wills of Co_ 14. g g~,,L,gL. ~ ['~ County, Pennsylvania. The undersigned LI~[~ N, Mt.,Mi, 111¢¥'~ ) ~%~c of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters WITNESS hand this 2,1 ~Tday of ~ql~ ~' ,~,$0 ~ . (Address) (Signature) (Address) 105.805 REX' 9/86 This is to 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 fi'ling. WARNING: It is illegal to duplicate this copy by photostat or photograph. H105 144 Rev 1/91 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS TV.E/..,.T CERTIFICATE OF DEATH ~" 03-01637 (Coroner) PERMANENT aLACK iNKI N~ ~(~1~, L~) . S~ F~E NU~ ~ P ~ J Phll~elpnia IH°sptml°f~eUmvcrs~ofPc~sylv~a I~ ~,,--~.c~ ~s~.;~" "'"~'~ .... ~ ~ ~ // ~l t ~ ......... ,. ~:~o ~. I,.. ACd~ ] ~ 20o~ · ~-~ ~T~LE ~ES [UTO WHICH ~ ~ 25, 2003 2235 ~ ~ STRUCK A FIXED OBJECT ~&~'~.~ffff~:o.~.~ ~'.t~77.~'.~'.~'.~?:~ff.~'ff~:~.~?.t~ffT~?.~ ~ ~2z University Avenue '03 ~1/t¥ 21 PI2:42 LAST WILL AND TESTAMENT OF SEAN R. MCMULLEN I, Sean R. McMullen, a resident of Cumberland County, Pennsylvania, being of sound and disposing mind and memory, and over the age of 18 years, do make, publish, and declare this to be my Last Will and Testament. ****ONE**** I revoke all prior Wills and Codicils by me, heretofore made. ****TWO**** I declare that I am currently married to Lisa M. .McMullen. ****THREE**** 1. I have one (1) child whose name is: Taryn L. McMullen, date of birth April 29, 1989 2. The abovementioned child is living. I have no deceased children. 3. The terms "child" and "children" as used in this Will include the child mentioned herein, any children hereafter born to me, deceased children, and any children I may hereafter adopt. ****FOUR**** I have intentionally omitted to make provision in this Will for any future spouse which I might have. ****FIVE**** I give, devise, and bequeath all of the personal property of my estate unto my beloved wife, Lisa M. McMullen. ****SIX**** In the event that Lisa M. McMullen should predecease me, or fail to survive me, then I give, devise, and bequeath my estate unto my children then living, in equal shares, on a per stirpes and not per capita basis. Should any of the aforementioned children of mine have predeceased me, but the issue of such predeceased child survive me, then that share of my estate which would otherwise have passed to my deceased child shall pass per stirpes, and not per capita, to the issue of said deceased child. In the event that any of my said children, or their issue, have not yet attained the age of 18 years, then I direct that their share of my estate shall be held in trust for them, in whatever manner my executrix best deems fit, until they attain the age of 18 years. ****SEVEN**** In the event that the deaths of both myself and my wife occur before any of my children, or any of their issue have attained the age of 21 years, then it is my desire, and I hereby direct that my father and mother, John R. McMullen and Eileen C. McMullen, be appointed guardians of said children and that my children live in their home as though they were their own children. ****EIGHT**** If any provision of this Will or any Codicil thereto is held inoperative, invalid, or illegal, it is my intention that all the remaining provisions, thereof, shall continue to be fully operative and effective so far as possible and reasonable. ****NINE**** I direct my executrix, hereinafter named, to pay all of my funeral expenses, administration and expenses of my estate, including inheritance and succession taxes, state or federal, which may be due by the passage of or succession to any interest in my estate under the terms of this instrument, and all my just debts. 3 ****TEN**** I appoint Lisa M. McMullen Executrix of this Will, and direct that no bond or other form of security be required by reason of her acting in such capacity. ****ELEVEN**** Should Lisa M. McMullen be unable or unwilling to act in the capacity of Executrix, I appoint John R. McMullen as Executor and direct that no bond or other form of security be required by reason of his acting in such capacity. ****TWELVE**** I direct that Mark T. Silliker be the attorney for my estate. IN WITNESS WHEREOF, I, Sean R. McMullen, hereby set my hand to this my Last Will and Testament, each page of which has been signed by me, on this ~ ~ day of 1991, at~,~ .~A~?_ , Pennsylvania. Seah R. McMul~%n ~ ' Signed, sealed, published, and declared by Sean R. McMullen, the above named testator, as and for his Last Will and Testament, in the presence of us, who, on his request, in his presence, and in the presence of each other, all being present at the same time, subscribed our names as witnesses. Witness 5 COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF DAUPHIN : I, Sean R. McMullen, testator, whose name is to the attached or foregoing instrument· having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein contained. Sworn or affirmed to and acknowledged before me, by Sean R. McMullen, testator· this ~ day of · 1991. Sean ~tary Public 6 COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF DAUPHIN : We, /~77~/C,~ (r.._~77~gPP and ~/$.~/a-= J. the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the Will as witnesses; and that to the best of our knowledge the testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by ~c~~ ~ ~p~ and ~~ ~, ~~_ , witnesses, this ~3vkday of ~.~ , 1991. witness witness~ ' - ~ary Public / STE~ANI~ ~. ~L~, NOTA~ !~ C~ISSION EXPIRES aAN. '03 ~l~'f 21 P12:42 COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND .COUNTY' ORPHANS' COURT DIVISION NO TICE OF CLAII~ Tn Re: The Estate of: Court File No: 21-03-426 SEAN R MCMULLEN Deceased TO: THE CLERK OF THE ORPHANS' COURT DTVISION: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2). MBNA AMERICA 1) Claimant's name: P.O, BOX 15137 2) Claimant's address: WILMINGTON, DE 19850--5137 8777679383 3) Creditor listed below is the owner and holder of a claim in the amount of $. 3135.57 4) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedent's address: 1405 BRANDTON RD MECHANICSBURG, PA 17055 6) Date of Death: o4/11/o3 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, ! do solemnly declare and affirm under the penalties of perjury that they !nformation and representations made herein are true and correct to the best of my knowledge, information and belief. Dated: ~' ~ '~ ~ ~'~ ~ - ~' Kyle Frenzel/Lucille Robert,~ssica Lerbs ~horized Representative For MBNA America Written notice of claim was given to Personal Representative and/or his/her counsel as stated below: JOHN R MOMULLEN Name 915 GRANDON WAY ~'~ ~ C~ Address · ~' MECHANICSBURG, PA 17055 ~___. City/State/Zip ~-:' C.~ %1~ z/o_~ ~ Date notice 'mailed ~:~ IN RE ESTATE OF: SEAN R MCMULLEN AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: 1. Your Affiant is authorized by the Claimant as its Authorized Representative- In-Fact to make this Affidavit. 2. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of her duties. 3. The Decedent purchased merchandise in the amount of $ 3135.57 evidenced by account number 4264292253214809 4. The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not MBNA America. Oy~le~f its Auffi~orized Representatives: renzel Lucille Roberts Jessica Lerbs J MBNA America P. O. Box 15137 Wilmington, DE 19850-5137 Subscribed and sworn before me This / .t~. day of .~_~' ,/,~2003' N/~ e~b~iI ..... ~ / ~ COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF C~Em~'~]~ COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAIM In Re-' The Estate ef; Court File No: 21-03-426 SEAN R. MCMULLEN Deceased TO: THE CLERK OF THE ORPHANS' COURT DIVISION Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code.. 20 PA.C.S.A. §3532(b)(2). 1 ) Claimant's name: B.~a~K ONE cio NCO Financial Systems, Inc 2) Claimant's address: Probate Department,#450 1804 Washington Boulevard Baltimore, MD 21230 (443)263-3300, ext 3304 3) Creditor listed below is the owner and holder of a claim in the amount of $.16,036.00 4) The facts upon which this claim is based is a credit agreement between Creditor and Decedent, identified as account number which is evidenced by the attached affidavit of account stated. 5) Decedent's address: 1405 BRANDTON RD. MECHANICSBURG, PA 17055 6) Date of Death: 04/11/03 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by. On behalf of the claimant, i do solemnly declare and affirm under [he penalties of perjury that they Information and representations rr)gde herein are true and correct to the best of my knowledge, information and belie~ Dated:August 21, 2003 --_ (// Z,,(/~,///~ /~/: ~ ,AGENT .......... vvm[en notice OT claim was given to Personal Representative and/or his/l~nsel as stated below: JOHN R. MCMULLEN Name 915 GRANDON WAY Address MECHANICSBURG, PA 17055 ~, City/State/Zip August 21, 2003 Date notice mailed CINCINNATI, OH , WELTMAN, WEINBERG & REIS CO., L.P.A. 513.723.2200 ATTORNEYS AT LAW COLUMBUS, OH 323 W. Lakeside Avenue, Suite 200 614.228.7272 Cleveland, Ohio 44113-1099 DETROIT, MI 216.685.1000 248.362.6100 www.weltman.¢om MOUNT HOLLY, NJ 609.914.0437 PHILADELPHIA, PA 215.599.1500 PITTSBURGH, PA 412.434.7955 September 4, 2003 Register Of Wills One Courthouse Square Carlisle, PA 17013 Re: Estate ': ~'' ui ,oean R. McMullcn Case No. 21-03-426 Our Client: Bank One, fka First USA Account No. 4366163057510204 Balance Due: $2,349.79 Our File No. 03137147 Dear Clerk of Courts: This law finn represents Bank One, fka First USA in connection with its claim which we wish to file on our client's behalf into the estate of Sean R. McMullen, deceased. Enclosed is our check in the amount of $5.00 which we understand is the filing fee for this claim. Our client's claim is based upon its account number 4366163057510204 in the amount of $2,349.79. As of the date of this letter, this is the amount due. Included with this letter is the claim form which we wish to present to this court and which we are forwarding to the attorney and/or fiduciary of this estate. It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our office and to the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings also be forwarded to the undersigned. Thank you for your cooperation in this matter. Very truly yours, (216) 685-1030. DEJ:gwm Enclosures cc: John R. McMullen, Fiduciary CINCINNATI, OH · WELTMAN~ WEINBERG 8/: REIS CO.~ L.P.A. 513.723.2200 ATIrORNEYS AT LAW COLUMBUS, OH 323 W. Lakeside Avenue, Suite 200 614.228.7272 Cleveland, Ohio 44113-1099 DETROIT, MI 216.685.1000 248.362.6100 www.weltman.eom MOUNT HOLLY, NJ 609.914.0437 PHILADELPHIA, PA 215.599.1500 PITTSBURGH, PA 412.434.7955 September 4, 2003 CERTIFIED MAIL John R. McMullen, Fiduciary 915 Granoon Way Mechanicsburg, PA 17055 Re: Estate of Sean R. McMullen Case No. 21-03-426 Our Client: Bank One, fka First USA Account No. 4366163057510204 Balance Due: $2,349.79 Our File No. 03137147 Dear Mr. McMullen: This law fm'a represents Bank One, fka First USA with respect to the claim which we wish to file in the estate of Sean R. McMullen. It is our understanding that you are the Fiduciary of the estate. We are asking that you please accept our client's claim which is based upon its account number 4366163057510204 in the amount of $2,349.79. As of the date of this letter, this is the amount due. Please direct all correspondence and disbursements with respect to this estate directly to our office. It would also be appreciated if you contact us to advise us when you anticipate making disbursements in this matter so that we may mark our file for follow-up at that time. Thanking you in advance for your cooperation in this matter. This law firm is attempting to collect this debt for our client and any information obtained will be used for that purpose. Lastly, do not hesitate to contact us to further discuss this matter. (216) 685-1030 DEJ:gwm cc: John R. McMullen, Fiduciary- regular mail WWR#03137147 FORM 93-O.C. DIVISION IN THE COURT OF COMMON PLEAS of CUMBERLAND, COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE:ESTATE OF No.21-03 of 426 Sean R. McMullen Deceased Goods and services purchased on Visa Card, Bank One, flm First USA Account No. 4366163057510204 CLAIM To the Clerk of Orphans' Court Division: Index and make proper entry in your official records of the claim of Bank One, fica First USA c/o Weltman, Weinberg & Reis Co, L.P.A, 323 West Lakeside Avenue, Suite #200, Cleveland, Ohio 44113-1099 (Claimant) in the amount of $2,349.79 against the estate of the above named decedent. This claim is filed under Section 3532 (b) (2) of the Probate, Estates and Fiduciaries Code. The said decedent, who resided at 31 Queen Avenue Enola, PA 17025 , died on April 1 (Address) 2003. Written notice of this claim was given to John R. McMullen, 915 Granoon Wag, Mechanicsburg, PA 17055 on q ~ 0~{~ (Personal representative, if any, or counsel) De Juan L~~Tit~n;~ Clai~nt c/o Wel~ We~berg, & Reis Co., L.P.A. 323 W. Lakeside Ave., Suite200 Cleveland, Ohio 44113 (Clai~m's Ad&ess) CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: ~ Date of Death: ~ Will No. '~,0~} ~ "" (~}1~, 7..,6 Admin.,No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to thc following beneficiaries of the above-captioned estate on · Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except ature ~.l~e{~ O ~ O~ Address 91.~ ~ ~a~, D Telephone 3~ ~7~* ~ ~ Capacity: __ Personal Representative Counsel for personal representative CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Sean R. McMullen Date of Death: April 11, 2003 Will No. Admin. No. 21-03-0426 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 18, 2003 : Name Address Lisa M. McMullen 325 Lamp Post Lane, Camp Hill,PA Lisa M. McMullen cust. for Taryn McMullen 325 Lamp Post Lane, Camp Hill,PA Lisa M. McMullen cust. for Ian McMullen 325 Lamp Post Lane, Camp Hill, PA Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: /,,~..J~.-O~.~ ~.,~f/~f/ ~ Signature Elizabeth J. Goldstein, Esquire Name 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011 Address (717) 612-5803 Telephone Capacity: Personal Representative X Counsel for Personal -~ Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Sean R. McMullen, deceased, No. 21-03-0426 TO: Lisa M. McMullen, parent and natural guardian of Taryn L. McMullen (beneficiary) 325 Lamp Post Lane (address) Camp Hill, PA 17011 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent, Sean R. McMullen, died on April 11, 2003, at Hospital o£the University of Pennsylvania, Philadelphia, PA. X The Decedent died testate (with a Will); or ~The Decedent died intestate (without a Will). The personal representative of the Decedent is: John R. McMullen, 915 Grandon Way, Mechanicsburg, PA 17050 (717) 975-9499 If the Decedent died testate, the will has been filed with the Office of the Register of Wills of CUMBERLAND County. If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of CUMBERLAND County, Pennsylvania. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. S~gnag6~-e Elizabeth J. Goldstein, Esquire Name 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011 Address t~717) 612-5803 Telephone Capacity: Personal Representative x Counsel for Personal Representative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly bythe decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Sean R. McMullen, deceased, No. 21-03-0426 TO: Lisa M. McMullen, parent and natural guardian oflan R. McMulle,, (beneficiary) 325 Lamp Post Lane (address) Camp Hill, PA 17011 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent, Sean R. McMullen, died on April 11, 2003, at Hospital of the University of Pennsylvania, Philadelphia, PA. X .The Decedent died testate (with a Will); or The Decedent died intestate (without a Will). The personal representative of the Decedent is: John R. McMullen, 915 Grandon Way, Mechanicsburg, PA 17050 (717) 975-9499 If the Decedent died testate, the will has been filed with the Office of the Register of Wills of CUMBERLAND County. Ir'the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of CUMBERLAND County, Pennsylvania. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: 1.2.-I ["- o'~ ~ ~__~,~ Signature Elizabeth J. Goldstein, Esquire Name 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011 Address (717) 612-5803 Telephone Capacity: Personal Representative .. x Counsel for Personal Representative _IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILl, _RECEIVE ANY MONEY OR PROPERTY FROM .THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Sean R. McMullen~ deceased, No. 21-03-0426 TO: Lisa M. McMullen (beneficiary) 325~ Lane (address) Ca~17011 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent, Sean R. McMullen, died on April 11, 2003, at Hospital of the University of Pennsylvania, Philadelphia, PA. X .The Decedent died testate (with a Will); or The Decedent died intestate (without a Will). The personal representative of the Decedent is: John R. McMullen, 915 Grandon Way, Mechanicsburg, PA 17050 (717) 975-9499 If the Decedent died testate, the will has been filed with the Office o£the Register of Wills of CUMBERLAND County. If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of CUMBERLAND County, Pennsylvania. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: I~. - l~' ~0'~ ~_~4,t / ~~_ Signature t Elizabeth J. Goldstein, Esquire Name 415 Fallowfield Road, Suite 301 Camp Hill, PA 17011 Address (717) 612-5803 Telephone Capacity: Personal Representative _ x Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone December 30, 2003 _ (717) 787-3930 .... FAX (717) 772-0412 Law Offices of Keefer, Wood, Allen & Rahal 415 Fallowfield Rd.- Suite 301 Camp Hill, Pa. 17011-4906 Re: Estate of Sean R. McMullen File Number 2103-0426 Dear Ms Goldstein: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before July 11,2004. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. (~.~ ........... Oiaudia U .,aff."i/,'~,'u pervisor Document'~rr6c~ssing Unit Inheritance lax Division COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND .COUNTY ORPHANS' COURT DIVISION NO I'ICE OF CLAIM In Re: The Estate of: Court File No: 21-03-426 SEAN R MCMULLEN Deceased TO: THE CLERK OF THE ORPHANS' COURT DIVISION: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2). MBNA AMERICA 1) Claimant's name: P.O. BOX 15137 2) Claimant's address: WILMINGTON, DE 19850--5137 8777679383 3) Creditor listed below is the owner and holder of a claim in the amount of $ 10711.31 4) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedent's address: 1405 BRANDTON RD MECHANICSBURG, PA 17055 6) Date of Death: 04/11/03 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, ! do solemnly declare and affirm under the penalties of perjury that they !nformation and representations made herein are true and correct to the best of my knowledge, information and belief. ~' Kyle Frenzel/Lucille Roberts/ u Representative For MBNA America Wri~en notice of claim was given to Persona'( Representative and/or his/her counsel as stated below: ~; ~.- JOHN R MCMULLEN Name 915 GRANDON WAY Address MECHANICSBURG, PA 17055 City/State/Zip Date notice n~ailed ,.,: IN RE ESTATE OF: SEAN R MCMULLEN AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: 1. Your Affiant is authorized by the Claimant as its Authorized Representative- In-Fact to make this Affidavit. 2. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of her duties. 3. The Decedent purchased merchandise in the amount of $ 10711.31 evidenced by account number 4264296999859538 4. The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not MBNA America. O~of its >~f~orized Representatives: Kyle Frenzel Lucille Roberts~ Jessica Lerbs MBNA America P. O. Box 15137 Wilmington, DE 19850-5137 Subscribed and sworn before me This /q day of No OMNIUM 7171 Mercy Road ~'~ Omaha, Nebraska 68106-2628 Cumberland County 8e~istor o~ Wills Arm: Sue ~ Cou~house Square Carlisle ~A ~70~3 Estate Of: Sean McMullen In L-EINHHP h,,lli,,,lll,,,,,,li,,ll,,,Ih,,ll,,,hh,lh h h,h h,l,l: FORM 93 - O. C. DIVISION IN THE COURT OF COMMON PLEAS OF CUMBERI,AND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE } OF } } No. 21-2003426 of 2003 } SEAN MCMULLEN } (Deceased) CLALM To the Clerk of Orphans court Division: Index and make proper entry in your official records of the claim of OMNIUM FINANCIAL RECEIVABLE SERVICES for CHASE BANK (Claimant), account # 5260360304549316, in the amount of $713.82 against the estate of the above named decedent. This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as amended. The said decedent, who resided at 1405 BRANDTON RD, MECHANICSBURG, PA 17055-6739, died on April 11, 2003. ~n notice of this claim was given to,,, (Personal repre§entative, if any, or counsel).fd January 19 ,2004 ~,~~~_ _~.~ OMNIUM FINANCIAL RE~EIV.~/BLE SERVICES 7171 MERCY RD, SUITE 400 PO BOX 6618 OMAHA, NE 68106 800-999-3778 (Claimant's Address) IN RE: ESTATE OF SEAN MCMULLEN (Deceased) No. 21-2003426 of 2003 OMNIUM FINANCIAL RECEIVABLE SERVICES for CHASE BANK (Claimant) Fee $ Filed Attorney Form 93 ~/~S-i~!~i~C 25 P, ECO~RY ~INTEIq~/qCE ~CDSP 8:32:28 1/19/2004 CLIEI~T: CHASE BANK CLI ~F#: 5260360304549316 ACCOUI~T: 89836272 STATUS: ACTIVE STATUS K~ASON: 42-CLAIM FILED PACKET: Mor~... I CO~CT n~O~T~O~l l ~ss nr~"O~T~O~l l P~O~ ~T~ONJ CO~A~ TYPE: P~CON ~: ENGLSH ~D~SS ~PE: P~HO~ PHO~ ~PE: CBRPHN P~FIX: __ ~sm: P~RSP S~ET: 1405 B~ ~ ~ C~E: ~ FI~T ~: S~ P~IX: 737 · DD~ ~: CI~: MECHANICSBURG ~: ~ ~T ~: ~ S~: PA ~SI~: ~0000 ~: ZIP C~E: 17055 6739 ~ C~E: -- S~IX: S~: 262848617 CO~Y: US ~L C~E: ~IL ~ ~DE: CALL ~ ~s~ ~ ~s~ ~ ~s~s~ ~ ~s] ~ ~cco~ s~ms~cs~ PR~S~ PA~S: 0.00000 P~CIP~ PA~S: 0.00000 ~ LIST~G ~: 0.00000 ACTfil: More... S42 CLAIM FILED 102749 01/19/2004 08:32:27 CLM EXCUTR-FILE CLAIM WITH P~OBATE:PORBATE CLAIM FO~ 102749 0U19/2004 08:32:24 CLM PRBC~T-FILE CLAIM WITH PROBATE:PORBATE CLAIM FO~ 102749 01/19/2004 08:32:15 More... ~L~ ~ ACTfil: REVIEW ~ ~ DA~: 1/26/2004 ~ ~ T~: __ ~ ACCO~ A~IB~S ~ F2~O~ S~CH F3=~T F4=PR~ F6=~D CO. ACT F7=P~OUS CO~ F8=~ CO. CT F9=HIS~RY ~4~ ~YS REV-1500 EX (6-00) OFFiCiAL USE ONLY COMMONWEALTH OF DEPARTMENT OF REVENUE DEPT. 2S060 INHERITANCE TAX RETURN F,LENUMBER HARRISBURG,PA 17128-0601 RESIDENT DECEDENT -- =003 0426 COUNTY CODE YE. AR NUMBER DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ McMullen, Sean R. 262 84-8617 Z - LU DATE OF DEATH {MM-DO-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE "' 04/11/2003 10/05/1955 REGISTER OF WILLS uJ (IF APPLICABLE)SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUk[IBER ~- IIX I 1. Original Return L.__J 2. Supplemental Return E~] 3. Remainder Return (date of death prior to 12-13-82) U.I~ D..C.I~ I ~--~ 4. Limited Estate [~ 4a. Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required zOO ~ O ~1~ ~ 6. Decedent Died Testate (Attach copy of Will) [-~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) -- 8. Total Number of Safe Deposit Boxes ~ E~] 9. Litigation Proceeds Received [~] 10. Spousal Poverty Credit (da,e o,d,amb ...... 12-31-91ar~ ~-~-95)E~ 11. Election to tax under Sec. 9113(A)(^ttachSchO) I- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BEIDIRECTED TO: z NAME ua I COMPLETE MAILING ADDRESS o Elizabeth J Goldstein z o a. FIRM NAME (IfApplicable) 415 Fallowfield Road, Suite 301 u~ _~. Keefer Wood Allen & Rahal, LLP Cam~ Hill, PA 17011 8 TELEPHONE NUMBER 717 -612-5803 1. Real Estate (Schedule A) (1) 0 o 0 0 OFFIC/AL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 62,807.76 3. Closely Held Corporation. Partnership or Sole-Proprietorship (3) (]~* ~0:~ 4. Mortgages & Notes Receivable (Schedule D) (4) 0 o 0 0 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 43,643 60 i 6. J~ Owned Property (Schedule F) (6) 1,694.31 !.__J Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 0 o 0 0 · (Schedule G or L) t~ (8) : , 145.67 8. Total Gross Asseta (total Lines 1-7) 108 n,'LU 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 2 0 , 97 6.5 8 0. Debts of Decedent. Mortgage Liabilities. & Liens (Schedule I) (10) 4 8, 67 9. 94 1. Total Deductions (total Lines 9 & 10) (11 ) 6 9,6 56.52 2. Net Value of Estate (Line 8 minus Line 11) (12) 38,489.15 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 0.0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 3 8,4 89 o 15 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax _OZ rate. or transfers under Sec. 9116 (a)(1.2) 3 6,7 94 . 84 x .00 (15) 0.00 ~ 16. Amount of Line 14 taxable at lineal rate 1,694.31 x.045 (16) 76.24 · °' 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) 0.00 O C) 18. Amount of Line 14 taxable at collateral rate 0 · 00 x .15 (18) 0.00 X i ~- 19. Tax Due (19) i 76.24 > · BE SURE TO ANSWER ~L QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2W4645 1.000 Decedent's Complete Address: S~:~,EET ADDRESS 31 Queen Avenue CITY I STATE ZIP Enola I PA 17025 Tax Payments and Credits: 1. TaxDue (Page 1 Line 19) (1) 76.24 2. Credits/Payments A. Spousal Poverty Credit 0 o 00 B. Prior Payments 0.0 0 C. Discount 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest 0.00 E. Penalty 0 o 0 0 Total Interest/Penalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 76.24 A. Enter the interest on the tax due. (5A). 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 76 o 24 ,. 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 property transferred; ....................... [] E~ b. retain the right to designate who shall use the property transferred or its income; ......... E~ c. retain a reversionary interest; or ................................ E~ d. receive the promise for life of either payments, benefits or care? ................. E~] r'~ 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 secur ty at his or her death? [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ [] [~7-] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Declaration of preparer other than th~l~n~entative is based on all infonmation of which preparer has any knowledge. SIGNATURE'~.E RSO~I/RESP~SlB~, fOR FJJ~ NG R/E~RN ~ DATE O ADORESS ElS] Grandon Way ,~ , Me~hanicsburg, PA 17050 SIGNATURE OF_PRF-x~PARE.R~ ~1//~OThER ~-I~E NTATIVE DATE ADORESS 4~f~'%ld~Road Suite 301 7- ~-~ Camp Hill, PA 17011 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% [72 P.S. § 9916 (a) (1.1) (i)]. For dates of death on or after Jan uary 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [7~2 P S S 9116 (a) f 1 1 ) ~ii~! theThe survivingStatute dOeSspousenOt iseXemptthe onlya beneficiary.transfer to a surviving spouse from tax, and the statutory requirements' for d~sclosure' of assets and fll~ng' a tax ret~m ara' ' stdl ~' appl~a'ble' ' 'even' 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 0% [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 4.5%, except as noted in 72 P.S. § 911 i(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 12% (72 P.S. § 9116(a)(1.3)]. A sibling is definedi under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 2w4646 1.0oo EXHIBIT B REV-I,503 EX + (1-97) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER McMullen, Sean R. 21-2003-0426 All properW jointly-owned with right ~ su~ivorship must be disclosed on Schedule F. I~M VALUE AT DA~ NUMBER ~SCRIP~ON OF DEA~ 1. Norsul Oil & Mining Ltd - last price available on 1/9/85 was 0.00 .5625/share 2 Philadelphia PA Auth dated 12/1/2001 10,289.44 Per Estate Val (Edward Jones Account) 3 Snojax, Inc. 36,700.00 4 US Airways Group Inc. 0.20 5 Van Kampen High Yield Mun Fund C1 A 697.03 Per Estate Val Edward Jones Account 6 Walmart Stores Inc. 4,151.57 76 certificate shares plus 1.296 plan shares 7 Amerltrade Account #778-328146 10,969.52 TOTAL (Also enter on line 2, Recapitulation) $ 6 2,8 0 7.7 6 2w4696 3.000 (If more space is needed, insert additional sheets of the same size) Estate Valuation Date of Death: 04/11/2003 Estate of: Estate of Sean R. McMullen Valuation Date: 04/11/2003 Account: Edward Jones Account Processing Date: 12/30/2003 Report Type: Date of Death Number of Securities: 2 File ID: McMullen, Sean R. Estate Edward Jones Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 67.476 VAN KAMPEN TAX EXEMPT TR (92113R101) HI YLD MUN PT A NASDAQ 04/11/2003 10.33000 Bid 10.330000 697.03 2) 10000 PHILADELPHIA PA AUTH FOR INDL LEASE REV (71781QBR8) FT Intr. DTD: 12/01/2001 Mat: 10/01/2026 5.125% 04/11/2003 102.87700 102.62700 A/B 102.752000 10,275.20 Int: 04/01/2003 to 04/11/2003 14.24 Total Value: $10,972.23 Total Accrual: $14.24 Total: $10,986.47 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 6.4.3) Estate Valuation Date of Death: 04/11/2003 Estate of: Estate of Sean R. McMullen Valuation Date: 04/11/2003 Report Type: Date of Death Processing Date: 12/16/2003 Number of Securities: 3 File ID: McMullen, Sean R. Estate Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 3 US AIRWAYS GROUP INC (911905107) NASDAQ 03/31/2003 0.12400 0.00840 H/L 0.066200 0.20 2) 76 WD~L MART STORES INC (931142103) NYSE 04/11/2003 54.45000 52.97000 H/L 53.710000 4,081.96 3) 25 NORSUL OIL & MNG LTD (656542107) OTC 01/09/1986 0.62500 0.50000 A/B 0.562500 N/A Last price available on 01/09/1986 Total Value: $4,082.16 Total Accrual: $0.00 Total: $4,082.16 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 6.4.3) AGR_B. CSV "Historical stock prices provided .by csI, Inc. Historical mutua~ fund and industry prices provided by Media General Financial Services." "Agere Systems, Inc. B (AGR. B)" Dally prices (4/11/2003 to 4/11/2003) DATE, OPEN, HIGH, LOW, CLOSE, VOLUME 4/11/2003 , 1.2~, i. ~0,1. 270, i. 300,2250800 Page Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by MecJ DSL.net, Inc. (DSLN) Daily prices (4/11/2003 to 4/11/2003) DATE OPEN HIGH LOW CLOSE VOLUME 4/11/2003 0.36 0.43 0.36 0.41 312400 Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Med EMC Corporation (EMC) Daily prices (4/11/2003 to 4/11/2003) DATE OPEN HIGH LOW CLOSE VOLUME 4/11/2003 7.9 7.9 7.72 7.72 .11875200 Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Med The Home Depot, Inc. (HD) Daily prices (4/11/2003 to 4/1112003) DATE OPEN HIGH LOW CLOSE VOLUME 4/11/2003 26.01 26.49 25.63 25.9 10657800 Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Mee Honeywell International (HON) Daily prices (4/11/2003 to 4/11/2003) DATE OPEN HIGH LOW CLOSE VOLUME 4/11/2003 22.25 22.35 21.49 21.61 3692600 Historical stock prices provided by CSl, Inc. Historical mutual fund and industry prices provided by Mecl J NET ENTERPRISES (JNEI) Daily prices (4/11/2003 to 4/11/2003) DATE OPEN HIGH LOW CLOSE VOLUME 4/11/2003 1.47 1.47 1.45 1.45 2000 Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Mec~ Lucent Technologies Inc. (LU) Daily prices (4/11/2003 to 4/11/2003) DATE OPEN HIGH LOW CLOSE VOLUME 4/11/2003 1.53 1.55 1.51 1.52 13939000 Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices ~rovided by Med Micron Technology, Inc. (MU) Daily prices (4/11/2003 to 4/11/2003) DATE OPEN HIGH LOW CLOSE VOLUME 4/11/2003 8.64 8.78 8.33 8.37 3980300 Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Mee Nasdaq-100 Index Tracking Stock (QQQ) Daily prices (4/11/2003 to 4/11/2003) DATE OPEN HIGH LOW CLOSE VOLUME 4/11/2003 26.02 26.16 25.36 25.51 67974500 Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Mec~ Quanta Services, Inc. (PWR) Daily prices (4/11/2003 to 4/11/2003) DATE OPEN HIGH LOW CLOSE VOLUME 4/11/2003 3.56 3.58 3.21 3.31 91400 Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Med Rambus Inc. (RMBS) Daily prices (4/11/2003 to 4/11/2003) DATE OPEN HIGH LOW CLOSE VOLUME 4/11/2003 15.89 16 15.35 15.44 1174200 Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Me(~ SafeNet Incorporated (SFNT) Daily prices (4/11/2003 to 4/11/2003) DATE OPEN HIGH LOW CLOSE VOLUME 4/11/2003 19.96 20.3 19.5 19.7 142000 Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Med SKYTERRA COMMUNICATN (SKYT) Daily prices (4/11/2003 to 4/11/2003) DATE OPEN HIGH LOW CLOSE VOLUME 4/11/2003 0.92 0.95 0.92 0.95 1300 Historical stock prices provided by CSI, Inc. Historical mutual fund and industry prices provided by Mec~ Sun Microsystems, Inc. (SUNW) Daily prices (4/11/2003 to 4/11/2003) DATE OPEN HIGH LOW CLOSE VOLUME 4/11/2003 3.39 3.44 3.26 3.31 38424000 Historical stock prices provided by CSl, Inc. Historical mutual fund and industry prices provided by Med Time Warner Inc. (TWX) Daily prices (4/11/2003 to 4/11/2003) DATE OPEN HIGH LOW CLOSE VOLUME 4/11/2003 12.69 12.79 12.18 12.3 19552900 EXHIBIT E RE~1508 EX + (1-97) I SCHEDULE E COMMONW~L~ OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHE~T~CE TAX RE~RN ~SIDE~ DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER McMullen, Sean R. 21-2003-0426 Includethe~roceedsoflitigationandthed~ethep~eedswemr~eivedbythee~e. Nlprope~jointly~wnedwiththerightofsu~ivomhipmustbedi$closedonScheduleF. ITEM VALUE AT DATE NUMBER DESCRIPTION OFDEATH 1. Commerce Bank Checking #513260786 15,740.87 Per 01/05/04 letter 2 WaYl~oint Bank #100503101 1,142.65 Per 12/17/03 letter 3 Commerce Bank #030010029 1,365.09 4 Ameritrade Money Market Account #778-328146 1,393.77 5 AAA Insurance 2,000.00 6 ACG Appliance, repair clinic 325.79 7 Erie Insurance 3,986.82 8 Erie Insurance Check re= vehicle 13,000.00 9 Erie Insurance Refund 74.00 10 Erie Insurance, funeral expense reimbursement 2,500.00 11 iRS Tax Refund 53.65 12 Patrick Lauer Refund 480.00 13 Repair Clinic Refund 1,580.96 TOTAL (Also enter on line 5, Recapitulation) $ 43,643.60 2W46AD 2.000 (If more space is needed, insert additional sheets ofthe same size) January 5, 2004 Keefer Wood Allen & Rahal, LLP 415 Fallowfield Rd Suite 301 Camp Hill, PA 17011-4906 RE: Estate of: Sean R McMullen Social Security #: 262-84-8617 Date of Death: April 1i, 2003 Dear Sir/Madam: In reference to the letter regarding the above mentioned Estate, we would like to inform you of the information that we have researched and found. Type: Checking Account ~: 032063968 Date Opened: 5/31/96 Date Closed: 5/28/03 Primary Owner: Sean McMullen Secondary Owner: Lisa McMullen Date of Death Balance: $401.78 Accrued Interest: $0 Type: Checking Account #: 513260786 Date Opened: 11/22/00 Date Closed: 5/28/03 Primary Owner: Sean McMullen Date of Death Balance: $15,740.87 Accrued Interest: $0 If there are any questions or additional information that is needed, please feel free to contact me at (717) 795-7118 ext. 3151. Sincerely, - J-'/} Commerce Bank / Harrisburg, N.A. Wanda J. Morris P.O. Box8599 100 Senate Avenue CIF Team Leader Camp Hill, Pennsylvania 17001-8599 LOOK FOR US. WE'LL GET YOU THERE. 12/17/2003 ~ KEEFER WOOD ALLEN & RAHAL, LLP 415 FALLOWFIELD RD STE 301 CAMP HILL PA 17011-4906 The information which you requested on the account(s) of SEAN R MCMULLEN (Social Security Number 262-84-8617) is/are as follows: Account Number 100503101 Class of Account CHECKING Date Opened 021103 Principal Balance 1142.65 Accrued Interest Balance at Date of 1142.65 Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership 021103 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional .~ ,~ ~/ . . Information Requested ERIN WATTS SENIOR SERVICES REP. P.O. Box 171 I, HARRISBURG. PENNSYLVANIA 1710~-1711 Toll Fr~ 1-866-WAYPOINT (I-866-9;~9-7646). IN YORK AREA 717/815-4500 · vvww. wagpointbank.com EXHIBIT F REV-1509 EX + (1-97) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY~3WNED PROPERTY INHERITANCE TAX RETURN R~SIDENT DECEDENT ESTATE OF FILE NUMBER McMullen, Sean R. 21-2003-0426 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. McMullen, John 915 Grandon Way Father Mechanicsburg, PA 17055 B. McMullen, Eileen C. 915 Grandon Way Mother Mechanicsburg, PA 17055 JOINTLY-OWNED PROPERTY: LErrE~ DATE DESCPJFrTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOiNT MADE Include name of financial institution and bank account number or DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT similar identifying] number. Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A~ Commerce Bank #0616261904 5,082.92 33.33 1,694.31 joint with decedent's mother and father, Eileen and Sean McMullen TOTAL (Also enter on line 6~ Recapitulation) $ 1, 6 94.3 1 2W46AE 2.000 (If more space is needed, insert additional sheets of same size) EXHIBIT H REV-1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN AD MIN ISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER McMullen, Sean R. 21-2003-0426 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Catholic Cemeteries 1,400.00 2 Rev Paul Helwig 150.00 3 Tony Cucci 100.00 4 Stephanie Varner 100.00 5 Neill Funeral Home 8,035.18 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 0,0 0 Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State __ Zip Year(s) Commission Paid: 2. Attorney Fees Name: Keefer Wood Allen & Rahal, LLP 6,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,5 0 0.0 0 Claimant McMullen, Lisa M. Street Address 31 Queen Avenue City Enola State PA . Zip 17025 Relationship of Claimant to Decedent Spouse 4. Probate Fees 187.0 0 5. Accountant's Fees 0.0 0 6. Tax Return Preparer's Fees 0.0 0 7. Wachovia, service fee 0.23 8 Snojax S.D. 53.46 9 Wachovia, commercial service charges for March 2004 32.00 10 UGI 94.66 11 Cumberland Law Journal, legal advertising 75.00 12 The Sentinel, legal advertising 112.37 Tota 1 from continuation [3ages .... 636.68 TOTAL (Also enter on line 9, Recapitulation) $ 2 0,9 7 6.5 8 2W46AG 2.000 (If more space is needed, insert additional sheets of same size) Page 2 Estate of= McMullen, Sean R. 21-2003-0426 Schedule H, Part A -- Funeral Expenses Item No. Description Amount 6 Neill Funeral Home 466.68 TOTAL. (Carry forward to main schedule) ...... 466.68 Page 2 Estate of: McMullen, Sean R. 21-2003-0426 Schedule H, Part B -- Administrative Costs Item No. Description Amount 13 Ameritrade, copy of annual reports 20.00 14 Reserve for misc. expenses to close estate 150.00 TOTAL. (Carry forward to main schedule) ...... 170.00 EXHIBIT I REV-1512 EX + (1-97) SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RE~RN RESIDENT DECEDENT MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER McMullen, Sean R. 21-2003-0426 Include unreimburs~ medical expenses. ITEM NUMBEF DESCRIPTION AMOUNT 1 Bank One #4366163057510204 1,992.00 2 Bank One Account Number 4417164753157703 11,227.00 3 Bank of America 4,762.00 4 Chase BankCard Services 4305-8768-4909-0789 315.89 5 Chase Bank Card Services Inc. 5260-3603-0454-9316 357.00 6 Citi Platinum #5424180422507480 6,570.00 7 Discover Financial Services Account #601100288501634 898.90 8 MBNA #4264296999859538 9,640.18 9 Providian National Bank 4428024100154588 8,617.57 10 Unknown check written prior to but clearing after decedent~s 180.00 date of death 11 Apartment rent for March 2003 875.00 12 Apartment rent for April 2003 875.00 13 PPL Electric 38.45 14 A. P. Wagner 2.49 15 Comcast Cable 39.63 16 PP&L 35.88 17 Queens Court Sewer 70.40 18 UGI 32.66 19 PPL 34.73 20 PAWC 31.40 21 Diocese of Harrisburg 1,425.00 Total from continuation pages .... 658.76 TOTAL (Also enter on line 10, Recapitulation) $ 4 8,6 7 9.94 2W46AH 2.000 (If more space is needed, insert additional sheets of the same size) Page 2 Estate of= McMullen, Sean R. 21-2003-0%26 Schedule I -- Debts of Decedent, Mortgage Liabilities & Liens Item Value at No. Description Date of Death 22 Verizon 78.38 23 Comcast 34.32 24 E. Pennsboro Township, sewer/trash 105.60 25 AT&T Wireless 87.68 26 AT&T 8.86 27 Queens Court, II 343.92 TOTAL. (Carry forward to main schedule) ...... 658.76 EXHIBIT J REV-1513 EX+ (9-00) SCHEDULE J COMMONVVEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ~-$/ATE OF FILE NUMBER McMullen, Sean R. 21-2003-042( RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. McMullen, Lisa M. Spouse 36,794.84 31 Queen Avenue Enola, PA 17025 2 McMullen, John Father 847.15 915 Grandon Way Mechanicsburg, PA 17055 3 McMullen, Eileen C. Mother 847.16 915 Grandon Way Mechanicsburg, PA 17055 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0 o 00 2W46AI 1.000 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF SEAN R. MCMULLEN I, Sean R. McMullen, a resident of Cumberland County, Pennsylvania, being of sound and disposing mind and memory, and over the age of 18 years, do make, publish, and declare this to be my Last Will and Testament. ****ONE**** I revoke all prior Wills and Codicils by me, heretofore made. ****TWO**** I declare that I am currently married to Lisa M. .McMullen. ****T~REE**** 1. I have one (1) child whose name is: Taryn L. McMullen, date of birth April 29, 1989 2. The abovementioned child is living. I have no deceased children. 3. The terms "child" and "children" as used in this Will include the child mentioned herein, any children hereafter born to me, deceased children, and any children I may hereafter adopt. ****FOUR**** I have intentionally omitted to make provision in this Will for any future spouse which I might have. ****PIVE**** I give, devise, and bequeath all of the personal property of my estate unto my beloved wife, Lisa M. McMullen. ****SIX**** In the event that Lisa M. McMullen should predecease me, or fail to survive me, then I give, devise, and bequeath my estate unto my children then living, in equal shares, on a per stirpes and not per capita basis'. Should any of the aforementioned children of mine have predeceased me, but the issue of such predeceased child survive me, then that share of my estate which would otherwise have passed to my deceased child shall pass per stirpes, and not per capita, to the issue of said deceased child. In the event that any of my said children, or their issue, have not yet attained the age of 18 years, then I direct that their share of my estate shall be held in trust for them, in whatever manner my executrix best deems fit, until they attain the age of 18 years. 2 ****SEVEN**** In the event that the deaths of both myself and my wife occur before any of my children, or any of their issue have attained the age of 21 years, then it is my desire, and I hereby direct that my father and mother, John R. McMullen and Eileen C. McMullen, be appointed guardians of said children and that my children live in their home as though they were their own children. ****EIGHT**** If any provision of this Will or any Codicil thereto is held inoperative, invalid, or illegal, it is my intention that all the remaining provisions, thereof, shall continue to be fully operative and effective so far as possible and reasonable. ****NINE**** I direct my executrix, hereinafter named, to pay all of my funeral expenses, administration and expenses of my estate, including inheritance and succession taxes, state or federal, which may be due by the passage of or succession to any interest in my estate under the terms of this instrument, and all my just debts. ****TEN**** I appoint Lisa M. McMullen Executri× of this Will, and direct that no bond or other form of security be required by reason of her acting in such capacity. ****ELEVEN**** Should Lisa M. McMullen be unable or unwilling to act in the capacity of Executrix, I appoint John R. McMullen as Executor and direct that no bond or other form of security be required by reason of his acting in such capacity. ****TWELVE**** I direct that Mark T. Silliker be the attorney for my estate. IN WITNESS WHEREOF, I, Sean R. McMullen, hereby set my hand to this my Last Will and Testament, each page of which has been signed by me, on this .~. ~ day of F~-~.~) ~.~=/ , 1991, at . ~/~ , Pennsylvania. Signed, sealed, published, and declared by Seen R. McMullen, the above named testator, as and for his Last Will and Testament, in the presence of us, who, on his request, in his presence, and in the presence of each other, all being present at the same time, subscribed our names as witnesses. 5 COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF DAUPHIN : I, Sean R. McMullen, testator, whose name is to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly; and that I signed it as my free and voluntary act the purposes therein contained. Sworn or affirmed to and acknowledged before me, by testator, this ~5~ day of F~-J~,~ Sean R. McMullen, 1991. S e an' R. ' McM6~'n /- COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF DAUPHIN : We, ,~,z~77~lCl,q f_.._~,-c~p~ and ~,.gz~/a--~ &?. the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and Sight of the testator signed the Will as witnesses; and that to the best of our knowledge the testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by ~<~~ ~. ~o~p~ and ~~X ~, ~(~,~. , witnesses, this ~3vkday of ~,~ , 1991. witness ..... ~:.:~ .... ~ witness//~' ~tary Public ...... ~, .-~ ?~'~r~ ..... ~PDEN ~P, CUM~L~u ' 7 Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Sean R. McMullen No'. 21-03-0426 also known as Date of Death April 11, 2003 , Deceased Social Security 2~2-84-8617 No. John R. McMullen Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following i~ventory 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 Deced~nt's death, and that Decedent owned no real estate outside of 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 correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsW°rn falsification to authorities. Name of Personal Representative: Attorney: AddressCamp415 Fallowfield Road, Suite 301Hill, PA 17011 ~ted: ~ / ~ L~_ _ Telephone 717-612-5803 DESCRIPTION VALUE 1. Philadelphia PA Auth 12/1/01 $10,289.44 2. Snojax, Inc. stock $36,700.00 3. US Airways Group Inc $ .20 4. Van Kampen High Yield Mun Fund C1 A $ 697.03 5. Walmart Stores Inc. stock $ 4,151.57 6. Ameritrade Account #778-328146 ~ $10,969.52 7. Commerce Bank Checking #513260786 $15,740.87 8. Waypoint Bank #100503101 ':;. ~'i ~. '- -~r" ~'"~' $ 1,142.65 I (Attach Additional Sheets If Necessary) See Attached Sheet 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. ESTATE OF SEAN R. MCMULLEN FILE #21-03-0426 CONTINUATION OF INVENTORY 9. Commerce Bank #030010029 $ 1,365.09 10. Ameritrade Money Market $ 1,393.77 11. AAA Insurance $ 2,000.00 12. ACG Appliance, repair clinic refund $ 325.79 13. Erie Insurance $ 3,986.82 14. Erie Insurance check re: vehicle $ 13,000.00 15. Erie Insurance refund $ 74.00 16. Erie Insurance, funeral expense reimbursement $ 2,500.00 17. IRS, tax refund $ 53.65 18. Patrick Lauer refund $ 480.00 19. Repair Clinic, refund $ 1,580.96 Total Inventory $ 106,451.36 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004142 MCMULLEN JOHN R 915 GRANDON WAY MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... 101 $76.24 ESTATE INFORMATION: SSN: 262-84-8617 FILE NUMBER: 21 03-0426 DECEDENT NAME: MCMULLEN SEAN R DATE OF PAYMENT: 07/09/2004 POSTMARK DATE: 07/09/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/11/2003 TOTAL AMOUNT PAID' $76.24 REMARKS: J R MCMULLEN CHECK# 3184 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS i REGISTER OF WILLS KEEFER WOOD ALLEN & RAHAI, lLP HEATH L. ALLEN ATTORNEYS AT LAW ESTABLISHED IN 1878 N. DAVID RAHAL 415 FALLOWFIELD ROAD, SUITE 301 CHARLES W. RUBENDALL Tr OF COUNSEl' ROBERT L. WELDON CAMP HILL, PA 17011-4906 SAMUEL C. HARRY EUGENE E, PEPINSKY, JR. JOHN H. ENOSTI"r PHONE 717-612-5800 GARY E. FRENCH FAX 717-612-5805 HARRISBURG OFFICE: 210 WALNUT STREET DONNA S. WELDON HARRISBURG, PA 17101 BRADFORD DORRANCE EIN No. 23-0716135 JEFFREY S. STOKES www. keefe~vood.com ROBERT R. CHURCH PHONE 717-255-8000 STEPHEN L. GROSE R. SCOTT SHEARER ~.YSE E. ROGERS September 13, 2004 CRAIG A, LONGYEAR DONALD ,. LEW~S ~' '7~'7_~'~_<~n~ BRIDGET M. WHITLEY JOHN A. FEICHTEL e~oldstein~keeferwood.com ELIZABETH d. GOLDSTEIN 8TEPHANIE KLEINFELTER BRADLEY A. WALKER Cumberland County Court of Common Pleas Orphans' Court Division Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Sean McMullen File #21-03-0426 Dear Sir/Madam: Enclosed for filing please find an original and (3) copies of a Petition in Accordance with 20 PA C.S.A. §5305(c) for Approval of Transfer of Custodianship Held Pursuant to the Pennsylvania Uniform Transfers to Minors Act by Sean R. McMullen for the Benefit of Ian McMullen in the above-referenced matter. Please file the original and (1) copy and return the remaining time-stamped copies in the enclosed self-addressed, stamped envelope. Also enclosed please find a check in the amount of $12.00 ($3.00 per page excluding exhibits) for the filing fee. If you have any questions, please feel free to give me a call. Sincerely yours, KEEFER WOOD ALLEN & RAHAL, LLP By ~/~ Elizabeth J. Goldstein waw Enclosures cc: John R. McMullen (w/enclosure) IN RE: SEAN R. McMULLEN · IN THE COURT OF COMMON PLEAS ESTATE ' CUMBERLAND COUNTY, PENNSYLVANIA · ORPHANS' COURT DIVISION NO. 21~03-0426 PETITION IN ACCORDANCE WITH 20 PA.C.S.A. § 5305(c) FOR APPROVAL OF TRANSFER OF CUSTODIANSHIP HELD PURSUANT TO THE PENNSYLVANIA UNIFORM TRANSFERS TO MINORS ,ACT BY SEAN R. MCMULLEN FOR'~THE~,BENEFIT OF IAN MCMUI,I,EN AND NOW COME ~-'~he John R. McMullen, execmor of the Estate of Scan McMullen, by its attorneys, ~eefer Wooed Allen &~iRahal, LLP and respectfully represent that: 1. Scan McMullen (her~-"'the Decedent") died April 11, 2003. 2. The Will was probated on May 22, 2003. (A true and correct copy of the Will and Certificate of Grant of Letters to John R. McMullen is attached hereto as Exhibit "A" and made a part hereof as though fully set forth herein.) 3. At the time of his death, Decedent was married to Lisa McMullen and had two minor children with Lisa, one of whom is Ian McMullen ("Ian"). 4. At the time of the Decedent's death, the Decedent held as custodian for Ian McMullen under the Pennsylvania Uniform Transfers to Minors Act funds at the Vanguard Group in account number 010614459 ("the Vanguard Account"). 5. The value of the Vanguard account on June 30, 2003 was $11,243.37· (A true and correct copy of the June 2003 statement is attached hereto as Exhibit "B" and made a part hereof as though fully set forth herein. Petitioner has been unable to obtain from Vanguard a more recent statement. However, it is believed and therefore averred that the current balance is substantially the same.) 6. The executor of the Estate ofSean R. McMullen, John R. McMullen, father of the Decedent, beheves that it is in the best interest oflan for the custodianship for the benefit of Ian McMullen held by the Decedent on the Vanguard account be transferred to Ian's mother, Lisa McMullen. 7. Lisa McMullen joins and consents to this Petition pursuant to her executed consent and joinder attached hereto as Exhibit "C" and made a part hereof as though fully set forth herein. WHEREFORE, Petitioner requests that this Honorable Court enter an Order transferring the custodianship for the benefit of Ian McMullen held by the Decedent on Vanguard Account 010614459 to be transferred to Ian's mother, Lisa McMullen. Respectfully submitted, KEEFER WOOD ALLEN & RAHAL, LLP Dated: September l3, 2004 By: ~.~}~. ~ Eliz~ibeth J. Goldstein, Esquire Attorney ID #73779 415 Fallowfield Road Suite 301 Camp Hill, PA 17011-4906 (717) 612-5801 Attorneys for Petitioner John R. McMullen EXHIBIT A Register. of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2003-00426 PA No. 21-03-0426 ESTATE OF .~CMULLEN SEAN R ~J.-~'l', ~'1~'1', ~1~) Late of EAST PENNSBORO TOWNSHIP ~U~J_u~M~ ~UN'I'~ , ' Deceased Social Security No. 262-84-8617 WHEREAS, on the 22nd day of May 2003 an instrument dated February 23rd 1991 was admitted to probate as the last will of MCMULLEN SEAN R (La~'~', ~'~'r, ~~) late of EAST PENNSBORO TOWNSHIP , CUMBERLAND County, who died on the llth day of April 2003 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, DONNA M. OTTO , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to MCMULLEN JOHN R who has duly qualified as Executor(rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 22nd day of May 2003. **NOTE** ALT, NAMES ABOVE A~PEAR (LAST, FIRST, MIDDLE) LAST WILL AND TESTAMENT OF SEAN R, 'MCMULLEN I, Sean R. McMullen, a resident of Cumberland County, Pennsylvania, being of sound and disposing mind and memory, and over the age of 18 years, do make, publish, and declare this to be my Last Will and Testament. ****ONE**** I revoke all prior Wills and Codicils by me, heretofore made. ****TWO**** I declare that I am currently married to Lisa M. .McMullen. ****T~REE**** 1. I have one (1) child whose name is: Taryn L. McMullen, date of birth April 29, 1989 2. The abovementioned child is living. I have no deceased children. 3. The terms "child" and "children" as used in this Will include the child mentioned herein, any children hereafter born to me, deceased children, and any children I may hereafter adopt. ~ ****FOUR**** I have intentionally omitted to make provision in this Will for any future spouse which I might have. ****FIVE**** I give, devise, and bequeath all of the personal property of my estate unto my beloved wife, Lisa M. McMullen. ****SIX**** In the event that Lisa M. McMullen should predecease me, or fail to survive me, then I give, devise, and bequeath my estate unto my children then living, in equal shares, on a per stirpes and not per capita basis'. Should any of the aforementioned children of mine have predeceased me, but the issue of such predeceased child survive me, then that share of my estate which would otherwise have passed to my deceased child shall pass per stirpes, and not per capita, to the issue of said deceased child. In the event that any of my said children, or their issue, have not yet attained the age of 18 years, then I direct that their share of my estate shall be held in trust for them, in whatever manner my executrix best deems fit, until they attain the age of 18 years. ****SEVEN**** In the event that the deaths of both myself and my wife occur before any of my children, or any of their issue have attained the age of 21 years, then it is my desire, and I hereby direct that my father and mother, John R. McMullen and Eileen C. McMullen, be appointed guardians of said children and that my children live in their home as though they were their own children. If any provision of this Will or any Codicil thereto is held inoperative, invalid, or illegal, it is my intention that all the remaining provisions, thereof, shall continue to be fully operative and effective so far as possible and reasonable. ****NINE**** I direct my executrix, hereinafter named, to pay all of my funeral expenses, administration and expenses of my estate, including inheritance and succession taxes, state or federal, which may be due by the passage of or succession to any interest in my estate under the terms of this instrument, and all my just debts. ****TEN**** I appoint Lisa M. McMullen Executrix of this Will, and direct that no bond or other form of security be required by reason of her acting in such capacity. ****ELEVEN**** Should Lisa M. McMullen be unable or unwilling to act in the capacity of Executrix, I appoint John R. McMullen as Executor and direct that no bond or other form of security be required by reason of his acting in such capacity. ****TWELVE**** I direct that Mark T. Silliker be the attorney for my estate. IN WITNESS WHEREOF, I, Sean R. McMullen, hereby set my hand to this my Last Will and Testament, each page of which has been signed by me, on this ~. day of F~.~) ~.~/ , / 1991, at6/~;.~ ,fl~ ~/: , Pennsylvania. / ~ ? ...... -. seah 'R. McMul}'kn ~: ~ Signed, sealed, published, and declared by Seen R. McMullen, the above named testator, as and for his Last Will and Testament, in the presence of us, who, on his request, in his presence, and in the presence of each other, all being present at the same time, subscribed our names as witnesses. Witness //~-~ ADDRESS /~ ~-~ ~ ~./3i / 5 COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF DAUPHIN : I, Sean R. McMullen, testator, whose name is to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein contained. Sworn or affirmed to and acknowledged before me, by Sean R. McMullen, testator, this ~7~ day of F~ , COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF DAUPHIN : · the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the Will as witnesses; and that to the best of our knowledge the testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by ~'%~'~ \. ~-~p~ and ~-~\ ~, 1~-%~,_ , witnesses, this ~.~day of ~,~ , 1991. Witness Witness~ ~ ' '~' ~'~ EXHIBIT B June 30, 2003, year-to-date Page] of] TRANSACTION DETAIL' SEAN R MCHULLEN CUST ZAN R HCHULLEN Statement number: 0106144~;9 PA UNIF TRANS HXN ACT ~ (800) 662-2739 - Client Services :31 QUEEN AVE ~ www.vanguard.com Website ENOLA PA 17025-23~9 - (800)662-6273 Tele-Account h,,llh,,llh,,,,hl,h h,llllhlh,l,,Ihh,h,,ll TRANSACTION ACTIVITY Vanguard Growth Index Fund Investor Shares Fund / Account no, 0009 / 09921 687370 Trade date Transaction description Dollar amount Share price Shares transacted Total shares owned Balance on 12/31/2002 $ 9,685.37 $19.95 486.482 1/02 Check purchase 500.00 20.59 24.284 509.766 3/28 Income dividend .07 35.68 20.04 1.780 511.546 6/20 Income dividend .04 20.46 22.38 .914 512.460 Balance on 6/30/2003 $11,243.37 $ 21.94 512.460 Year-to-dale Short-term gains / Purchases / Total cost basis / Income dividends Long-term gains Red_.~mptions Average cost per share Distribution payable daf,, $ 56.14 $ 0.00 $ 500.00 $13,820.62 0.00 0.00 26.97 6/23/2003 VANGUARD GROWTH INDEx FUND INVESTOR SHARES Fund / Account no. *Do not alter this Invest-By-Mail slip. SEAN R MCMULLEN CUST 0009 / 09921687370 *Visit www.vanguard.com or call to change your address, lAN Fi MCMULLEN PA UNIF TRANS MIN ACT separately. $ [~ ' ~[~ [~ , ~ [~ - [~ [~ MaRe checks payable to: The Vanguard Group _ 000g THE VANGUARD GROUP PHTLADELPHIA PA 19101-9897 I,,.llhh,,,,lllh,,,,,llhh,l,i'hhl,,h,,hl,l.I 00091 09921687370 305 1- 1 Og 108g 1107 104B M1 lOy~ )/ I IIllll III II Ill II Illll Ill Il Illll III II I!111 III II Illll EXHIBIT C IN RE: SEAN R. McMULLEN · IN THE COURT OF COMMON PLEAS ESTATE ' CUMBERLAND COUNTY, PENNSYLVANIA · ORPHANS' COURT DWISION NO. 21-03-0426 CONSENT AND JOINDER OF PARTY I, the undersigned, being the wife of Sean R. McMullen, and the mother of Sean R. McMullen's only children, Taryn McMullen and Ian McMullen, and a party interested in the Estate of Sean R. McMullen, hereby consent to serving as custodian for lan McMullen, my son, of the Vanguard Group account #010614459. LISA McMULLEN VERIFICATION I, John R. McMullen, the undersigned, acknowledge that: 1. I am an adult individual and the Executor of the Estate of Sean R. McMullen; 2. The averments set forth in the foregoing documents are true and correct to the best of my knowledge, information, and belief; and 3. I am aware that false statements herein are made subject to the penalties of 18 Pa. C.S. §4904, relating to unswom falsification to author/ties. IN RE: SEAN R. McMULLEN · IN THE COURT OF COMMON PLEAS ESTATE ' CUMBERLAND COUNTY, PENNSYLVANIA · ORPHANS' COURT DIVISION NO. 21-03~0426 " PETITION IN ACCORDANCE WITH 20 PA.C.S.A. § 8305(e) ~"~'" i FOR APPROVAL OF TRANSFER OF CUSTODIANSHIP ~]SLD PURSUANT TO THE PENNSYLVANIA UNIFORM TRANSFER8 TO MINORS AOT BY BEAN R. MCMULLRN FOR THE BENEFIT OF IAN MCMUIJ,EN AND NOW COMES the John R. McMullen, exectuor of the Estate of Sean McMullen, by its attorneys, Keefer Wood Allen & Rahal, LLP and respectfully represent that: 1. Sean McMullen (herein "the Decedent") died April 11, 2003. 2. The Will was probated on May 22, 2003· (A true and correct copy, of, the Will and Certificate of Grant of Letters to John R. McMullen is attached hereto as Exhibit A and made a part hereof as though fully set forth herein.) 3. At the time of his death, Decedent was married to Lisa McMullen and had two minor children with Lisa, one of whom is Ian McMullen ("lan"). 4. At the time of the Decedent's death, the Decedent held as custodian for Ian McMullen under the Pennsylvania Uniform Transfers to Minors Act funds at the Vanguard Group in account number 010614459 ("the Vanguard Account"). 5. The value of the Vanguard account on June 30, 2003 was $11,243.37. (A true and correct copy of the June 2003 statement is attached hereto as Exhibit "B" and made a part hereof as though fully set forth herein. Petitioner has been unable to obtain from Vanguard a more recent statement. However, it is believed and therefore averred that the current balance is substantially the same.) 6. The executor of the Estate of S ean R. McMullen, John R. McMullen, father of the Decedent, believes that it is in the best interest of Ian for the custodianship for the benefit of Ian McMullen held by the Decedent on the Vanguard account be transferred to Ian's mother, Lisa McMullen. 7. Lisa McMullen joins and consents to this Petition pursuant to her executed consent and joinder attached hereto as Exhibit "C" and made a part hereof as though fully set forth herein. WHEREFORE, Petitioner requests that this Honorable Court enter an Order transferring the custodianship for the benefit of lan McMullen held by the Decedent on Vanguard Account 010614459 to be transferred to Ian' s mother, Lisa McMullen. Respectfully submitted, KEEFER WOOD ALLEN & RAHAL, LLP Dated: September l3, 2004 By: ~.~/1~. ~ Eliz~ibeth J. Goldste~n, Esquire Attorney ID #73779 415 Fallowfield Road Suite 301 Camp Hill, PA 17011-4906 (717) 612-5801 Attorneys for Petitioner John R. McMullen EXHIBIT A Register. of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2003-00426 PA No. 21-03-0426 ESTATE OF MCMULLEN SEA/~ R Late of EAST PENNSBORO TOWNSHIP Deceased Social Security No. 262-84-8617 WHEREAS, on the 22nd day of May 2003 an instrument dated February 23rd 1991 -- was admitted to probate as the last will of MCMULLEN SEAN R (i_~'£', ~'±~'£', late of EAST PENNSBORO TOWNSHIP , CUMBERLAArD County, who died on the llth day of April 2003 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, DONNA M. OTTO , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to MCMULLEN JOHN R who has dUly qUalified as Executor(rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COD-RT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 22nd day of May 2003. **NOTE** i~LL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) LAST WILL AND TESTAMENT OF SEAN R' 'MCMULLEN I, Sean R. McMullen, a resident of Cumberland County, Pennsylvania, being of sound and disposing mind and memory, and over the age of 18 years, do make, publish, and declare this to be my Last Will and Testament. ****ONE**** I revoke all prior Wills and Codicils by me, heretofore made. I declare that I am currently married to Lisa M. .McMullen. ****T~REE**** 1. I have one (1) child whose name is: Taryn L. McMullen, date of birth April 29, 1989 2. The abovementioned child is living. I have no deceased children. 3. The terms "child" and "children" as used in this Will include the child mentioned herein, any children hereafter born to me, deceased children, and any children I may hereafter adopt. .~ ****FOUR**** I have intentionally omitted to make provision in this Will for any future spouse which I might have. ****FIVE**** I give, devise, and bequeath all of the personal property of my estate unto my beloved wife, Lisa M. McMullen. ****SIX**** In the event that Lisa M. McMullen should predecease me, or fail to survive me, then I give, devise, and bequeath my estate unto my children then living, in equal shares, on a per stirpes and not per capita basis'. Should any of the aforementioned children of mine have predeceased me, but the issue of such predeceased child survive me, then that share of my estate which would otherwise have passed to my deceased child shall pass per stirpes, and not per capita, to the issue of said deceased child. In the event that any of my said children, or their issue, have not yet attained the age of 18 years, then I direct that their share of my estate shall be held in trust for them, in whatever manner my executrix best deems fit, until they attain the age of 18 years. ****SEVEN**** In the event that the deaths of both myself and my wife occur before any of my children, or any of their issue have attained the age of 21 years, then it is my desire, and I hereby direct that my father and mother, John R. McMullen and Eileen C. McMullen, be appointed guardians of said children and that my children live in their home as though they were their own children. ****EIGHT**** If any provision of this Will or any Codicil thereto is held inoperative, invalid, or illegal, it is my intention that all the remaining provisions, thereof, shall continue to be fully operative and effective so far as possible and reasonable. ****NINE**** I direct my executrix, hereinafter named, to pay all of my funeral expenses, administration and expenses of my estate, including inheritance and succession taxes, state or federal, which may be due by the passage of or succession to any interest in my estate under the terms of this instrument, and all my just debts. ****TEN**** I appoint Lisa M. McMullen Executrix of this Will, and direct that no bond or other form of security be required by reason of her acting in such capacity. ****ELEVEN**** Should Lisa M. McMullen be unable or unwilling to act in the capacity of Executrix, I appoint John R. McMullen as Executor and direct that no bond or other form of'security be required by reason of his acting in such capacity. ****TWELVE**** I direct that Mark T. Silliker be the attorney for my estate. IN WITNESS WHEREOF, I, Seen R. McMullen, hereby set my hand to this my Last Will and Testament, each page of which has been signed by me, on this ~.~..~ day of F~ ~~=/ , 1991, at <~: ~/~ , Pennsylvania. / ' seah 'R. McMult'~n Signed, sealed, published, and declared by Sean R. McMullen, the above named testator, as and for his Last Will and Testament, in the presence of us, who, on his request, in his presence, and in the presence of each other, all being present at the same time, subscribed our names as witnesses. 5 COMMONWEALTH OF PENNSYLVANIA : · SS COUNTY OF DAUPHIN : I, Sean R. McMullen, testator, whose name is to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein contained. Sworn or affirmed to and acknowledged before me, by Sean R. McMullen, testator, this ~J~3< day of F~-~ , 1991; Sea'n R. McMu~I~n .:-.~ 6 COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF DAUPHIN : · the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present 'and saw testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the Will as witnesses; and that to the best of our knowledge the testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by this ~3.~day of -~-~,~ , 1991. Witness Witness~ ~tary Public ~ ~TEPHANIE ~- ~, ~OTA~Y c~ISSIOH E~PI~ u · EXHIBIT B + . June 30, 2003, year-to-date Page ] of 1 TH~an~u~. TRANSACTION DETAIL SEAN R MCMULLEN CUST TAN R MCMULLEN Statement number: 010614459 PA UNIF TRANS MIN ACT ~ (800) 662-2739 Client Services 51 OUEEN AVE ; www.vanguard.com Website ENOLA PA 17025-:>~q9 (800) 662-6273 - Tele-Account TRANSACTION ACTIVITY Vanguard Growth Index Fund Investor Shares Fund / Account no, 0009 / 09921687370 Trade date Transaction description Dollar amount Share price Shares transacted Total shares owned Balance on 12/31/2002 $ 9,68S.37 $19.95 485.482 1/02 Check purchase 500.00 20.59 24.284 509.766 3/28 Income dividend .07 35.68 20.04 1.780 511.546 6/20 Income dividend .04 20.46 22.38 .914 512.460 Balance on 6/30/2003 $11.243.37 $ 21.94 512.460 Year-to-dale Short-term gains / Purchases / Total cost basis / Income dividends Long-term gains Redemptions Average co~! per share Distribution payable dal,, $ 56.14 $ 0.00 $ 500.00 $13,820.62 0.00 0.00 26.97 6/23/2003 VANGUARD GROWTH INDEX FUND INVESTOR SHARES Fund / Account no. 0009 / 09921687370 *Do not alter this Invest-By-Mall slip. SEAN R MCMULLEN CUST *Visit www.vanguard.com or call to change your address, lAN R MCMULLEN PA UNIF TRANS MIN ACT , THE VANGUARD GROUP Totalamount $ [~ ~[~ [~__~.[~ PO BOX 1:5750 ~ ~ PHILADELPHIA PA 19101-9897 I,,,lll,[-,,,llll-,,,,lll,l,,I.l,l,l,,I,,,hl,l,I 00091 09921687370 305 1- 1 091089 1107 104B M1 10 IIIIIII Ill II IIIII lllll IIIII IIIII IIIII I!111 IIIII I1!11 III EXHIBIT C IN RE: SEAN R. McMULLEN · IN THE COURT OF COMMON PLEAS ESTATE ' CUMBERLAND COUNTY, PENNSYLVANIA · ORPHANS' COURT DIVISION NO. 21-03-0426 CONSENT AND JOINDER OF PARTY I, the undersigned, being the wife of Sean R. McMullen, and the mother of Sean R. McMullen's only children, Taryn McMullen and Ian McMullen, and a party interested in the Estate of Sean R. McMullen, hereby consent to serving as custodian for Ian McMullen, my son, of the Vanguard Group account #010614459. LISA McMULLEN .,VERIFICATION I, John R. McMullen, the undersigned, acknowledge that: 1. I am an adult individual and the Executor of the Estate of Sean R. McMullen; 2. The averments set forth in the foregoing documents are true and correct to the best of my knowledge, information, and belief; and 3. I am aware that false statements herein are made subject to the penalties of 18 Pa. C.S. §4904, relating to unsworn falsification to authorities. . McMullen ' --- 13t2004 {3,,. From 1701 '! ~ Suite 301 imp Hill, PA 17011-4906 J. Goldstein, Esquire Iood, Allen & Rahal, LLP wfield Road, Suite 301 ii, PA 17011 iN RE: SEAN R. McMULLEN 1N THE COURT OF COMMON PLEAS ESTATE CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-0426 ORDER Upon consideration of the Estate ofSean R. McMnllen's Petition for Approval of Transfer of Custodianship Held by Sean R. McMullen Pursuant to the Pennsylvania Unifom~ Transfers to Minors Act Held for the Benefit of lan McMullen In Accordance with 20 Pa.C.S.A. § 5305(c), the Court consents to the transfer of custodianship pursuant to the Petmsylvania Unilbm~ Transfers to Minors Act held by Sean R. McMullen, at the time of his death, for the benefit of Ian McMullen of the Vanguard Group, account number 010614459. COHNONNEALTH OF PENNSYLVANIA BUREAU OF IND/VZDUAL TAXES DEPARTHENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR D/SALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX REV-IS47 EX DATE 08-$0-2004 ESTATE OF HC{q~EN..~__. S~N R DATE OF DEATH 04~-200~ FILE NUHBER 2195-0426 COUNTY CU~ERLAN][~:~ ELIZABETH d $OLDSTEIN ACN 10~!ii ~ 415 FALLONFIELD RD 50 CAHP HILL PA 1701! .i!!:~ HAKE CHECK PAYABL~iiAND P~ZT P H~NT TO: REGISTER OF NILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THZS LZNE ~ RETAZN LONER PORTION FOR YOUR RECORDS REV-15~7 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT~ ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF HCHULLEN SEAN R FZLE NO. 21 0~-0~26 ACN 101 DATE 08-50-200~ TAX RETURN NAS: ( X} ACCEPTED AS FILED { } CHANGED RESERVATZON CONCERNZNG FUTURE INTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON= ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1} .00 NOTE: To insur~ 2. S~ocks and Bonds (Schedule B) (2) 62~807.76 cred~ ~o you~ accoun~ ~. Closely Held S~ock/Pa~nershlp In~er~s~ {Schedule C) (~) .00 submi~ ~he upper po~ion ~. Hor~gages/No~es Receiv=ble (Schedule D) (~) .00 of ~his fo~m ~i~h you~ 5. Cash/B~nk Deposits/Hist. Person=l P~oper~y (Schedule E) {5) ~ 6~. ~0 ~x payment. 6. Jointly O~ned P~oper~y (Schedule F} (6) ~69~.~1 7. T~ansfers (Schedule G) (7} .00 8. To~l Asse~s (8) ~08~5.67 APPROVED DEDUCTIONS AND EXEHPTZONS: 20,976.58 9. Funeral Expenses/Adm. Cos~s/Hisc. Expenses (Schedule H} 10. Deb~s/Ho~gage Liabilities/Liens (Schedule Z) (10) ~8,679.9~ 11. To~al Deductions (11) 12. Ne~ Value of T~x Return (12) ~8~89.~5 1~. Charitable/Governmental Bequests; Non-elected 9115 T~us~s (Schedule J) (15} .00 1~. Ne~ Value of Es~a~e Sub~ec~ ~o Tax (1~} ~8~89.~5 NOTE: ~ an assessment ~as issued pPeviouslys lines 1~, 15 and/o~ 16, 17, 18 and 19 ~ill ~e~lect ~igu~es that include the total o~ ALL ~etu~ns assessed to date. ASSESSHENT OF TAX: 15. Amoun~ of Line 1~ a~ Spous=l ra~e (1~), 56,79~.8~ X O0 = .00 16. Amoun~ of Line 1~ ~axable a~ Lineal/Class A ra~ (16), 1,69~.51 x 0~5 = 76.2~ 17. Amoun~ of Line 1~ a~ Sibling ra~e {17}, .00 X ~Z = .00 18. Amoun~ of Line 1~ ~ax~ble a~ Collateral/Class B ra~e {18}, .00 X ~5 = .00 19. Principal Tax Due {19)= TAX CREDZTS: PAYHEN1 RECEIPT D/SCOUNT AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 07-09-200~ CD00~I~Z .00 76.Z~ BALANCE OF UNPATD TNTEREST/PENALTY AS OF 07-10-2004 TOTAL TAX CREDIT I 76.24 BALANCE OF TAX DUEJ .00 INTEREST AND PEN. 1.51 TOTAL DUE ! .51 ~ TF PATD AFTER DATE INDICATED, SEE REVERSE ( TF TOTAL DUE TS LESS THAN $1, NO PAYHENT IS RE{)UTRED. FOR CALCULATION OF ADD*rT/ONAL /NTEREST. ZF TOTAL DUE KS REFLECTED AS A "CREDTT" (CR), YOU NAY BE DUE /,,~ A REFUND. SEE REVERSE S/DE OF THTS FORH FOR ZNSTRUCTTONS.) RESERVATION: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life ar for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such Future interest. PURPOSE OF NOTICE= To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S. Section 9140). PAYNENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGESTER OF HELLS, AGENT REFUND (CR): A refund of a tax credit, which mas not requested on the Tax Return, amy be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications ara available at the Office of the Register of Hills, any of the Z$ Revenue Oistriot Offices, or by calling the special 24-hour answering service for fores ordering: 1-800-562-20S0; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: 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. ZBlOZ1, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADNIN- ISTRATIVE CORRECTIONS: 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. 280601, Harrisburg, PA 17128-0601 Phone (717) 767-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" [REV-1SOi) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the dacadmnt's death, a five percent (EX) discount of the tax paid is allowed. PENALTY: The 152 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 and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. 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 date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (62) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January l, 1982 will bear interest at a rate which wilt vary from calendar year to calendar year with that rate announced by tho PA Department of Revenue. The appIicable interest rates for 1962 through Z004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ~ .000548 ~'8-1991 iXZ .000501 ZO0~ 92 .000247 1983 162 .000438 1992 9Z .000247 2002 6Z .000164 1984 112 .000301 1993-1994 72 .000192 2003 52 .000137 1985 13Z .000356 1995-1998 92 .000247 2004 42 .000110 1986 IOZ .000274 1999 72 .000192 1987 lOX .000274 ZOO0 72 .000192 --Xnterast is calculated as follows: /NTEREST = BALANCE OF TAX UNPA/D X NUNBER OF DAYS DELEN~UENT X DALLY /NTERBST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. IF payment is made after the interest computation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF ~NDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004796 MCMULLEN JOHN R 915 GRANDON WAY MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... 101 $1.51 ESTATE INFORMATION: SSN: 262-84-8617 FILE NUMBER: 2103-0426 DECEDENT NAME: MCMULLEN SEAN R DATE OF PAYMENT: 01/05/2005 POSTMARK DATE: 01/04/2005 COUNTY: CUMBERLAND DATE OF DEATH: 04/1 1/2003 TOTAL AMOUNT PAID: $1.51 REMARKS' CHECK//73442 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS KEEFER WOOD ALLEN & RAHA1, ILP HEATH L. ALLEN ATTORNEYS AT LAW ESTABLISHED IN 1878 N. DAVID RAHAL 415 FALLOWFIELD ROAD, SUITE 301 CHARLES W. RUBENDALL Tr OF COUNSEL ROBERT L. WELDON CAMP HILL, PA 17011-4906 SAMUEL C. HARRY EUGENE E. PEPINSKY, JR. ,JOHN H. ENOSTrT PHONE 717-612-5800 HARRISBURG OFFICE: GARY E. FRENCH FAX 717-612-5805 :~10 WALNUT STREET DONNA S, WELDON HARRISBURG. PA 17101 BRADFORD DORRANCE EIN No. 23-0716135 ,JEFFREY So STOKES www. keeferwood.com PHONE 717-255-8000 ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER ELYSE E. ROGERS January 4, 2005 CRAIG A. LONGYEAR DONALD M. LEWIS"I*I-r BRIDGET M. WHITLEY ,JOHN A. FEICHTEL e~oldstein~keeferwood.com ELIZABETH ~J. GOLDSTEIN STEPHANIE KLEINFELTER BRADLEY A. WALKER Register of Wills Cumberland County Courthouse Carlisle, PA 17013 RE: Estate of Sean R. McMullen To Whom It May Concern:: Please find enclosed a check for $1.51 for a total additional tax due to the Department of Revenue. If you have any questions, please let me know. Sincerely yours, KEEFER WOOD ALLEN & RAHAL, LLP By ~/~ Elizabeth J. Goldstein waw Enclosure STATUS REPORT UNDER RULE 6.12 Name of Decedent: Sean R. McMullen Date of Death: April 11. 2003 Will No. Admin. No. 21-03-0426 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate. 1. State whether administration of the estate is complete: Yes~ No 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. Did the personal representative file a final account with the Court? Yes No~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No_ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: -.J - r- - 0 ~ Si~ftt I ~ ..,") Elizabeth J. Goldstein. Esquire Name (Please type or print) (, ) 415 Fallowfield Road. Suite 301 Address Camp Hill. P A 17011 , (717) 612-5803 Telephone Capacity: _ Personal Representative X Counsel for Personal Representative vf BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-liD7 EX AfP 112-D~) ELIZABETH J GOLDSTEIN KEEFER ETAL 415 FALLOWFIELD RD 30 CAMP"> HILL PA 17011 (') DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-22-2005 MCMUllEN 04-11-2003 21 03-0426 CUMBERLAND 101 SEAN R Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTE: TO:1nsur,<~;~fof:J.r credit to your account, subllit the upper portion of this forll with your tax pay..ent. .~1~;}Wj;,.!-.~!l..~....~~~~';~';';r.rm;m~'!~;~..i:....................... ESTATE OF MCMUllEN SEAN R FILE NO.21 03-0426 ACN 101 DATE 02-22-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-30-2004 PRINCIPAL TAX DUE:. 76.24 PAYMENTS (TAX CREDITS): -\ PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-09-2004 CD004142 .00 76.24 01-04-2005 CD004796 1. 51- 1.51 TOTAL TAX CREDIT 76.24 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A '"CREDIT'" (CR), u_.. uav DC nm: & REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )