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HomeMy WebLinkAbout03-0200 BALDWIN & BALDWIN E. TERRY BALDWIN, ESQ. 42 SOUTH FRONT STREET PHONE: (570) 7~2-8B08 JAMES t. BALDWIN, ESQ. MILTON, PA 17847 WM. W. BELFORD, ~T (1947-1998) RALPH L. BeLFORD, SR. February 27,2003 (19OB- 194-9) Register of Wills Cumberland County Courthouse c~/~ O ~ -,~00 One Courthouse Square Carlisle, PA 17013-3387 In Re: Estate of James H. McNeil, Jr. a/k/a James H. McNeil~ Social Security Number 178-36-1681~ Date of Death -December 19, 2002 Dear Register: Pursuant to my telephone conversation with Ann of your office on February 25, 2003 in reference to the above matter, I am enclosing in my capacity as the Attorney for this Estate the following items for immediate filing and processing, to wit: 1. Original Will of James H. McNeil, Jr. dated October 1, 2001 and properly witnessed and notarized. 2. Petition for Grant of Letters Testamentary as sworn before the Register of Wills of Northumberland County, Pennsylvania, on January 21, 2003. 3. Estate Information Sheet which I completed on January 21, 2003 as the Attorney for the Estate. 4. Death Certificate for James H. McNeil, Jr. showing that his date of death was December 19, 2002. 5. My Baldwin Trust Account Check Number 6616 dated February 27, 2003 payable to the Cumberland County Register of Wills in the amount of $100.00, representing $78.00 for Letters Testamentary plus $10.00 for the JCP fee and $12.00 for four (4) Short Certificates. These costs were quoted by Ann of your office during my conversation with her. At this time, I would like to receive the Letters Testamentary on behalf of my client, Beverly Prince, who is the Executrix designated in the Will. At the same time, please send me the four (4) Short Certificates and also any other forms which are required by your office. Register of Wills Febmary 27, 2003 Page 2 Thank you for your expected cooperation, and I very much appreciated the courtesy and helpfulness that Ann displayed during my telephone conversation on February 25, 2003. Please call me if you have any questions. Very truly yours, BALDWIN & BALDWIN James T. Baldwin JTB/amr Enclosures pc: Beverly Prince, Executrix (letter only) a/letters/mcneil.doc Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of James H. McNeil, Jr. No. ~ I--O ~.~ - ~)~) also known as James H. McNeil Late of the Township of North Middlesex , Deceased Social Security No.178-36-1681 Beverly Prince Petitioner(s), who is/are 18 years of age or older, apply(ms) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix named in the Last Will of the ~-~ Decedent, dated October 01, 2001 and codicil(s) dated N/A State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not mare/, was not divorced and did not have a child bom or adopted alter execution of the documents offered for probate; was not the viotirn of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 48 Kingswood Terrace, Carlisle, North Middle~'~N Township, Pennsylvania (list street, number and municipalily) Decedent, then 57 years of age, died December 19 ,2002 , at Carlisle Regional Medical Center, Carlisle, Cumberland 'County, Pennsylvania Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property ......................................... $ 18,800.00 (if not domiciled in PA) Personal property in Pennsylvania .................... $ (If not domiciled in PA) Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ 10,000.00 Total ..................................................................................................................... $ - 28,800.00 Real Estate situated as follows: 48 Kingswood Terrace, Carlisle, North Middlesex Township, Cumberland County, Pennsylvania Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: ~ !Beverly Pdnce 706 Lincoln Street, Milton, PA 17847 Oath of Personal Representative Commonwealth of Pennsylvania County of Northumberland The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent, w,, ' Petitioner(s) Swom to and affirmed and subscribed Bevedy Pdnce/' be~me_this ~/ day of ' ' ~/ REGISTER OF W!LL.S DECREE OF REGISTER Estate of James H. McNeil, Jr, Deceased No. ~/-~.-~ - also known as James H. M~N~il Social Secudty No: 178-36-1681 Date of Death: December 19~ 2002 AND NOW, , 2003 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters I~1 Testamentary FI of Administration, (c.t.a., d.b.n.c.t.; pendente life; durante absentia; durante rninodtate) are hereby granted to Bevedy Pdnce, Executrix in the above estate and that the instrument(s), if any, dated October 1 ~.2001 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Short Certificate(s) ............... $ /.~.. 4::::) O e~~/'¢~~'¢'~ Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( ) ..............$ Z' ~:), 4:~ ~ Codicil ................................. $ JCP Fee ................................. $ ,/4:~:), 4~ Attorney: James T. Baldwin Inventory & Tax Forms ............. $ I.D. No: 87477 Other ...................................... $ Address: 42 South Front Street Milton~ PA 17847 TOTAL ........................... $/4~, ~ Telephone: (570) 742-8508 DATE FILED: Oath of Personal Representative Commonwealth of Pennsylvania County of Northumberland The Petitioner(s) above-named swear(s) and afffirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of P~titioner(s) and that, a~s personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estat~e~t~c~/ording to I~. ~J ' Sworn to and affirmed and subscribed , Beverly Prince b~~.~.~this C~/ dayo, 7'"'- ' " U ¢'/ ~ ~EGISTER OF W!' ! S I~Nl~l II1 ' I r I' iii Estate of James H. McNeil. Jr. Debased ~o. also known as James H. Mcneil Social Secudty No: 1T8-$8-1~81 Date of Death: Decembe~ 19~ 2002 A~D ~OW, , 2005 , in consideration of the Petition on the reverse side hereon, s~tisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary ~] of ^dministration are hereby granted to ~everly Prince, i~xe~trl× in the above estate and that the instrument(s), if any, dated October 1 ~.2001 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters $-- ~.~./~ ~~_.j~ ~_~ /7~ ~~ Short Certificate(s) ............... $ /,:,2.4:DO "~ ~.4~.¢~/ Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( ) .............. $ /9<2, 4~cP Codicil ................................. $ JCP Fee ................................. $ ,/4~). 4~O Attorney: James T. Baldwin Inventory & Tax Forms ............. $ I.D. No: 87477 Other ...................................... $ Address: 42 South Front Street Miiton~ PA 17847 TOTAL ........................... $/~])~, -- Telephone: (570) 742-8508 DATE FILED: This is to certify that the information here given is correctly copied fi'om an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to thc State Vital Records Office for permal~cnt WARNING: It is illegal to duplicate this copy by photostat or photograph. m~.;,,1 ~w. z't~ COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS :w,,t,~,~ CERTIFICATE OF DEATH " Jz ~le J~ 178 -- 36 -- 1681 ]~ ~. 19, 2~2 ' i ,,, ,,.u.,. ,=, :~-!~!~s ~m~ Pen~Ilvanla ~m~ North Hlddlesex 48 [lngs~ Terrace ~rlisle, PA 17013 Cmrland ~atters ~arlotte N. ~llch I. Prince 7~ Lincoln St. ~ Hilton, PA 17847 ~ ~O ~0 ~0 ~,, 0 Jan. ?~ ~) Arlington Natlo~l C~etery ~lington~ ?A 22201 Cronra~h ~neral Ho~e~ l~c. ~5~6 L ~in St. H~tsonto~ PA 17777 LAST WILL AND TESTAMENT OF JAMES H. McNEIL, JR. I, JAMES H. McNEIL, JR., currently residing at 48 Kingswood Terrace, Carlisle, Cumberland County, Pennsylvania, 17013, being of sound mind, memory and understanding do hereby make and publish this my Last Will And Testament hereby revoking all previous Wills and Codicils made by me. Item I. I declare for the purposes of this Will that, as of the date of its execution, my family consists of the following: The name of my mother is: Charlotte M. Matters The name of my stepfather is: Chester A. Matters The name(s) of my child(ren) are: Beverly A. Prince Shawn G. McNeil The name of my brother is: Keith S. McNeil The names of my half-brothers are: Allen Matters Stephen Matters All references to my family are to them. Item II. I direct that all debts enforceable against me during my lifetime and duly allowed in the administration of my estate, the expenses of my last illness and funeral, including the cost of a suitable monument at my grave, unpaid charitable pledges whether or not the same are enforceable obligations against my estate, and the costs of administration and estate taxes be paid as soon as practicable after my death. My Personal Representative may, in her sole discretion, pay from my domiciliary estate all or any port. ions of the cost of ancillary and similar proceedings in other jurisdictions. Item III. I may leave a written list, which will be dated and either in my own handwriting or signed by me, that sets forth my wishes regarding distribution of specific personal property. If I do, then I intend it to qualify as an amendment to this Will. If it should be determined that any such list does not qualify as an amendment to this Will, it is my hope that those entitled to share in my estate will nevertheless respect it. Item IV. All of the rest, residual, and remainder of my estate, real, personal and mixed of whatever kind and wheresoever situated, ! give and bequeath to my children Beverly Prince and Shawn McNeil, in equal shares. Item V. I hereby nominate and appoint my daughter, Beverly Prince, to be the Personal Representative of my estate. If she is unable or unwilling to serve, then I nominate and appoint, my brother, Keith S. McNeil, to be the Personal Representative of my estate. Item VI. I direct that no Personal Representative appointed under this Will be required to post any bond or provide any security to serve in that capacity. Item VII. I confer on my Personal Representative, in addition to those powers granted by law, the following powers to be exercised in a prudent manner and applicable to all property constituting a part of my estate: A. To retain and to invest in all forms of real and personal property, without being confined to investments authorized by a statutory list, without being required to diversify and regardless of any principal of law limiting delegation of investment responsibilities by personal representatives or trustees; B. To compromise claims and to abandon any property which, in my personal representative's opinion, is of little or no value; C. '1'o sell at private or public sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; D. To borrow from anyone, even if the lender is a personal representative hereunder, and to pledge property as security for repayment of the funds borrowed; (3) E. To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties; F. To employ and to rely upon the advice given by investment counsel, to delegate discretionary authority to make changes in investments to investment counsel, and to pay investment counsel reasonable compensation in addition to any fees otherwise paid to my personal representative; G. To employ a custodian, to hold property unregistered or in the name of a nominee (including the nominee of any institution employed as custodian), and to pay reasonable compensation to the custodian in addition to any fees otherwise payable to my personal representative; H. To procure and carry at the expense of my estate insurance of kinds, forms and amounts deemed advisable by my personal representative to protect my estate and my personal representative against any hazard; I. To commence or defend, at the expense of my estate, any litigation affecting my estate; (4) J. To conduct alone or with others any business in which I am engaged or in which I have any interest at my death, with all the powers of any owner with respect thereto, including the power to delegate discretionary duties to others, to invest other property held hereunder in such business and to organize a partnership or corporation to carry out such business; and K. To distribute in cash or in kind. Item VIII. My Personal Representative shall be reimbursed for all reasonable expenses incurred in the administration and management of the assets of my estate and shall be entitled to receive a fair and reasonable compensation for their services. Item IX. Anyone named in this will who dies within 30 days after my death (or dies under circumstances such that it cannot be determined whether such individual died within 30 days after my death) shall be deemed, for purposes of this Will, to have predeceased me. (s) IN WITNESS WHEREOF, I, James H. McNeil, Jr., have to this my Last Will And Testament hereunto set my hand and seal this _L~~01. ~ H. lV~cNell, ar. SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, James H. McNeil, Jr., as and for his Will, in the presence of us who, at his request, in his presence, and in the presence of each other, all being present at the same time, have hereto set our hand as witnesses: NA~-~tklfJg~ .~_l iD RESIDING AT NA~ RESIDING AT (6) STATE OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : I, James H. McNeil, Jr., having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my Will, and that I signed it as my free and voluntary act for the purposes therein expressed. ~l~N~il, ~r. We, having been duly qualified according to law, depose and say that we were present and saw James II. McNeil, Jr., sign the foregoing instrument as his Will; that he signed it as his free and voluntary act for the purposes therein expressed; that each of us in his sight and hearing and at his request signed the Will as witnesses; and that to the best of our knowledge, he was at the time 18 years or more of age, of sound mind, and under no constraint or undue influence. Witness Subscribed, sworn to, or affirmed, and acknowledged ,before me by the above- named testator and by the witnesses whose names appear, on this ~ :~day of f)E~0J:~,_ , 2001. Not a~y Public Notarial Seal Hope A. Mattos, Notary Public My Commission i=xp~res , · , (7) CERTIFICATION OF NOTICE UNDER PA SUPREME COURT RULES 5.6 & 5.7 Name of Decedent: James H. McNeil, Jr. aJk/a James H. McNeil Date of Death: December 19, 2002 Estate No. 21-03-0200 Admin. No. To the Register of Wills of Cumberlartd County: I certify that Notice of Estate Administration required by Rules 5.6 and 5.7 of the Pennsylvania Supreme Court Orphans' Court Rules was served on or mailed to the following Beneficiaries of the above-captioned Estate on March 17, 2003 : Name Address Beverly Prince 706 Lincoln Street, Milton, PA 17847 Shawn McNeil 1276 Cypress Cove Court, Inverness, FL 34450 Notice has now been given to all persons entitled thereto under Rules 5.6 and 5.7 except:. None Date: March 17, 2003 ~ S ature Name James T. Baldwin, Esq. Address Baldwin & Baldwin 42 South Front Street ~ Milton, PA 17847 _~ Telephone (570) 742- 8508 · Capacity: __ Personal Representative(s) X Counsel for Personal Representative(s) PROBATE FINDER/DECEASED CREDIT MANAGEMENT, LLC 2 74981081194211 5. 6 / 10 / 03 2414 CUMBERLAND $5 AccuForms & Printing (651) 686-8018 · www. accuformspdnting.com ESTATE DEPARTMENT PO BOX 15409 WILMINGTON DE 19885-5409 ADDRESS SERVICE REQUESTED EN-12:572 BALDWIN & BALDWIN JAMES T. BALDWIN, ESQ. MILTON, PA 1~7; (19~7-1998) Donna M. Otto, 1st Deputy Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 In Re: Estate of James H. McNeil, Jr. a/k/a James H. McNeil; File #2003-00200; Social SecuriW Number 178-36-1681; Date of Death - December 19~ 2002 Dear Donna: I am enclosing herewith a corrected Death Certificate for James H. McNeil, Jr., which I just received from the Division of Vital Records of the Pennsylvania Department of Health, to complete your probate file. Thank you for your patience, and please call me if you have any other questions. Very truly yours, BALDWIN & BALDWIN James T. Baldwin JTB/db Enclosure d/letters/mcneil .doc 05.~05MS .EV./0~/03/ This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953. WARNING: It is illegal to duplicate this copy by photostat or photograph. Charles Hardester  State Registrar 0354232 MAY:}. 1 2003 No. Date CORRECTED ITEM(S): 17c mos ~,.,. ~? PER: FD DATE: 3-11-03 baSCoMMONWEALTN OF PENNSYLVANIA - OEPARTMENT OF HEALTH · VITAL RECOROS ~ CERTIFICATE OF DEATH 1 3 ~C~I~( I. James Henry McNeil, Jr. a. Male 3. 178 -- 36 -- 1681 4. Dec. 19, 2002 m ~arllsle Carlisle Regional ~edlcal Center ~~.m. ,&Sergeant 1st Class ,mU.S. A~y I~z I'=- ~ 4 .. Divorced 48 Klngswood Terrace Carlisle, PA 17013 ~ ~._Ch~rlotte M. Eslich ,,,. Jan. 7, 2003 Arlington National C~.ater~ ~ltngton, VA 22201 ~. PA 010556 5 m. 308 ~atn St. t watsonto~r PA 17777 P.O. Box ~.5'~37 Wilmington, DE :1.9850-5~L37 877-7~7-9383 06/05/03 REGISTER OF WILLS cu EP ,rr coum¥ couRTHousE :35: 1 COURTHOUSE SQUARE, #102 ..~ ~ ~ Re: In the Estate of JAMES H MCNEIl. ' Cfi Probate Case No. 21-2003-200 Social Security No: 178361681 Last known residence: 48 KINGSWOOD TER CARLISLE, PA 17013 Our Client: MBNA AMERICA Account Number: 74981081194211 Amount of Debt: $ 6554.20 Dear Sir or Madam Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate. Please remm a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or concerns, please call our firm toll free at 1-877-767-9383. Cordially, MBNA America Enclosures A check for $5.00 for the filing fee. cc: Attomey for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. 3019 6/2/2003 951165 IN RE ESTATE OF: JAMES H MCNEIL 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 $ 6554.20 evidenced by account number 74981081194211 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. '- .i:! O e of i\s A~thorized RepreX~ntatives: -' -' Kyle Frei~ Lucille Roberts p ,'~, = Heather Kennedy ~~ '~'J ~ MBNA America P. O. Box 15137 Wilmington, DE 19850-5137 Subscribed and sworn before me This ~ dayof~--//~/~ ,2003. COMMONWEALTH OF PENNSYLVANZA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DTVZSZON NO TICE OF CLAIM Zn Re: The Estate of: Cour~ File No: 21-2003-200 JAMES H MCNEIL Deceased TO: THE CLERK OF THE ORPHANS' COURT DTV~STON: 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: MBNA AMERICA 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 $ 6554.20 4) The facts upon which this claim is based is an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedent's address: 48 KINGSWOOD TER CARLISLE, PA 17013 6) Date of Death: 12/19/02 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 information and representations made herein are true and correct to the best of my knowledge, information and belief. ~ ! Kyle Frenzel/Lucille Roberts/H ea-"~e~ I~nnedy - Authodzea Representative For~IBNA Arnedca Written~hotice of claim was given to Personal R~resentative and/or his/her ~ounsel as stated below: BEVERLY PRINOE Name 706 LINCOLN ST Address MILTON, PA 17847 Date not]ce' rn~ailed WELTNEa WEINBERG & REIS ~ Co., LP.A. A'FFORNEYS AT LAW COLEUS 323 W. Lakeside Avenue, Suite 200 614.228.7272 Cleveland, Ohio 44113-1099 CINCINNATI 216.685.1000 513.723.2200 www.weltman.com PITTSBURGH 412.434.7955 DETROIT 248.362.6100 June 17, 2003 CERTIFIED MAIL Beverly Prince, Fiduciary 706 Lincoln St. Milton, PA 17847 ~ . Re: Estate of James H. McNeil ;'. z Case No. 21-03-200 Our Client: Direct Merchants Bank Account No. 5458003702325408 Balance Due: $4,288.93 ~-.3 ' Our File No. 02954123 Dear Mr. Prince: This law fm-n represents Direct Merchants Bank with respect to the claim which we wish to file in the estate of James H. McNeil. 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 5458003702325408 in the amount of $4,288.93. 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 f'm-n is attempting to collect this debt for our client and any information obtained will be used for that purpose. La}tly, do not hesitate to contact us to further discuss this matter. Ver y )j urs, Legal Assistant (216) 685-1030 DEJ:iar cc: Beverly Prince, Fiduciary- regular mail James T. Baldwin, Esquire WWR#02954123 FORM 93-O.C. DIVISION IN THE COURT OF COMMON PLEAS of CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF No.21-03-200 of James H. McNeil ., Deceased Goods and services purchased on Mastercard Direct Merchants Bank Account No. 5458003702325408 CLAIM To the Clerk of Orphans' Court Division: Index and make proper entry in your official records of the claim of Direct Merchants Bank c/o Weltman, Weinberg & Reis Co., L.P.A., 323 West Lakeside Avenue, Suite #200, Cleveland, Ohio 44113-1099 (Claimant) in the amount of $4,288.93 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 48 Kingswood Ter Carlisle, PA 17013 , died on December 19, , (Address) 2003. Written notice of this claim was given to Berverly Prince, Fiduciary 706 Lincoln St. Milton, PA 17847 on (Persona! representative, if any, or counsel) r~. De Juan L. Wilson, Agent for the Claimant c-4.. .~! c/o Weltman, Weinberg, & Reis Co., L.P.A. '~7i ~:f c-4 323 W. Lakeside Ave., Suite200 Cleveland, Ohio 44113 r~ . (Claimant's Address) WELTMAN, WEINBERG & REIS Co., L.P.A. ATTORNEYS AT LAW COLUMBUS 323 W. Lakeside Avenue, Suite 200 614.228.7272 Cleveland, Ohio 44113-1099 216.685.1000 CINCINNATI 513.723.2200 www.weltman.com PITTSBURGH 412.434.7955 DETROIT 248.362.6100 June 17, 2003 Register Of Wills One Courthouse Square Carlisle, PA 17013 Re: Estate of James H. McNeil Case No. 21-03-200 Our Client: Direct Merchants Bank Account No. 5458003702325408 Balance Due: $4,288.93 Our File No. 02954123 Dear Clerk of Courts: This law firm represents Direct Merchants Bank in connection with its claim which we wish to file on our client's behalf into the estate of James H. McNeil, 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 5458003702325408 in the amount of $4,288.93. 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. DeJmin L/Wilson L//. Wilson Legal Assistant (216) 685-1030 DEJ:iar Enclosures cc: Beverly Prince, Fiduciary James T. Baldwin, Esquire 2_q ~' 'T? ~ M,NNESOTAO.., .: BALOGH BECKER LTD ^R, ZONAO.., .: JAMES A. BALOGH - MN ! · 7702 EAST DOUBLETREE GAL," ~,/. BECKER - DC, FL, IL, MN, WI* RANCH ROAD · CREO,TO SR,CHTSS C,A'IST ATTORNEYS AT LAW S ,TE300 AMERICAN BOARD OF CERTIFICATION SCOITSDALE, AZ 85258 CHELSEA A. JAGUSCH - MN, WI SEND ALL WRI'I-FEN REPLIES TO: DIANA THEOS - AZ, CO ANGFd. AM. HORN- MN 41 50 OLSON MEMORIAL HIGHWAY, SUITE 200 MICHAEL D. JOHNSON - MN OF COUNSEL: CYRENTHIA D. JORDAN - MN MINNEAPOLIS, MINNESOTA 55422-4804 LITOW LAW OFFICES, P.C. MA~Y ELLEN WEEMAN - MN, MO (IowA) THERSIAO. LEE- MN TELEPHONE 763-852-8440 EVE C. ZAMOEA - MN FAX 763-852-8499 LUST~G, GLASF_R & W~LSON, P.C. TOLL-FREE 888-762-9997 (MASSACHUSETTS) REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 06/1 8/03 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 Re: In the Estate of JAMES H MCNEIL Probate Case No. 21-2003-200 Social Security No: 178361681 Last known residence: 706 LINCOLN ST CARLISLE, PA 17013 Our Client: FORD MOTOR CREDIT CO. Account Number: 48063000000023799097 Amount of Debt: $12079.46 Dear Sir or Madam: Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate. Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or concems, please call our firm toll free at 1-888-762-9997. Corclbllv Balogh Becker, Ltd. Attomeys at Law Enclosures A check for $5.00 for the filing fee. cc: Attorney for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. 3138 017/2003 951165 COMMONWEALTH OF PENNSYLVANT. A COURT OF COMMON PLEAS OF CUMBERLAND ,COUNTY ORPHANS' COURT D]:V:ZSZON NO TICE OF CLAIM Zn Re: The Estate of: Cour~ File No: 21-2003-200 JAMES H MCNEIL Deceased TO: THE CLERK OF THE ORPHANS' COURT DZVTSTON: Notice of claim by creditor, Pursuant to Section 353:~(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.$.A. §3532(b)(2). 1) Claimant's name: FORD MOTOR CREDIT CO. C/O BALOGH BECKER LTD, 4150 OLSON MEMORIAL 2) Claimant's address: HWY #200 MINNEAPOLIS, MN 55422 8887629997 3) Creditor listed below is the owner and holder of a claim in the amount of $. 12079.46 4) The facts upon which this claim is based is an deficiency balance on an installment loan as evidenced by account number 48063000000023799097. 5) Decedent's address: 48 KINGSWOOD TER CARLISLE, PA 17013 6) Date of Death: 12/19/o2 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, I do solemnly declare and affirm under the penalties of perjury that the~ information and representations m,~ herein are true and correct to the best pf_rn~.lc~wledge, information and belie, ff. / Dated: !~/f~/-~4 ( [ ( / Chelsea/~usc~/~ela M. Horn, Attorney Written notice of claim was given to Personal Repr~entative and/or his/her counsel as stated below: BEVERLY PRINCE Name 706 LINCOLN ST Address MILTON, PA 17847 City/State/.Zip/ Date notice ~ailed COPY BALDWIN & BALDWIN E. TERRY BALDWIN~ ESQ. 4:3 SOUTH FRONT STREET PHONE: (570) FAX: (570) JANES T. BALDWIN, ESQ. MILTON, PA 17847 WM. W. BE:LFORD, TF RALPH L. B£LFORD, SR. <,~o~-,~,~> September 8, 2003 ~:' '" PA Department of Revenue i:~ Bureau of Individual Taxes Document Processing Unit "' Inheritance Tax Division Dept. 280601 Harrisburg, PA 17128-0601 . .~ In Re: Estate of James lt. McNeil~ Jr.; Social Security Number 178-:$~i-1681{ Cumberland County Register of Wills File Nnmber 2003-00200 Dear Sir or Madam: I am writing in my capacity as the Attorney for the Estate of James H. McNeil, Jr., and at the request of Beverly Prince, Executrix. For your information, Mr. McNeil died on December 19, 2002, and his Will was probated on March 5, 2003 in the Office of the Cumberland County Register of Wills to File No. 2003-00200. In consideration of the above, the required nine (9) month Pennsylvania Inheritance Tax Return must be filed on or before September 19, 2003; however, at this time, ! would like to request a six (6) month extension to file the above referenced Return. This request is made on the basis that it is cOntemplated that the Executrix will need additional time to assemble the required data for the Tax Return. It would now be appreciated if the PA Department of Revenue Would consider this request and grant an extension for the filing deadline of the Pennsylvania Inheritance Tax Return for James H. McNeil, Jr. to be due on or before March 19, 2004. It is clearly understood that an extension will not prevent the Estate from owing interbst on any and all unpaid Inheritance Tax after the date of September 19, 2003. Thank you for your consideration in this matter, and you can send the Department's decision to my attention at the address of 42 South From Street, Milton, Pennsylvania 17847. If you have any questions, then please feel flee to contact me. Very truly yours, BALDWIN & BALDWIN James T. Baldwin JTB:db I/pc: Cumberland County Register of Wills, Agent d/lettexs/mcneil.doc  COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone September 12, 2003 '!.i.:~i, i --" .: ,- (717) 787-3930 FAX (717) 772-0412 Law Offices of ,~ Baldwin & Baldwin ~'~ 42 South Front St. Milton, Pa. 17847 Re: Estate of James H. McNeil Jr. File Number 2103-0200 Dear Mr Baldwin: 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 March 19,2004. 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. Claudia Maffei,L~/(~ervisor Document Processing Unit Inheritance Tax Division IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DMSION ESTATE OF JAMES H. McNEIL, JR., DECEASED NO. 21-2003-200 DIRECTIVE TO WITH1}RAW CLAIM TO: CUMBERLAND COUNTY CLERK OF THE ORPHANS' COURT, You are hereby directed to withdraw the claim of Ford Motor Credit Co., Claimant, against the above-titled Estate, as evidenced by its Notice of Claim dated June 19, 2003 and filed in this proceeding, since all claims of the said Ford Motor Credit Co. involving the Estate of James H. McNeil, Jr. have been settled in full on a final and permanent basis. DATE: December ~ , 2003 ~ Chelsea A. Jagusch/Angela M. Horn, Attorney BALOGH BECKER, LTD. 4150 Olson Memorial Highway #2000 Minneapolis, MN 55422 Counsel for Ford Motor Credit Co., Claimant Co.. L.P.A. ' ' ~VELTMAN, WEIN-BERG & REIS LAKES,OE PL^CE ~ ~ ~ ~ ' ~/~i: U 323 W LAKESIDE AVE STE 200 c.v.~o~4~_~o~ ~ /~' ~/-~& REGISTER OF WILLS ONE COURTHOUSE SQUARE CARLISLE, PA 17013 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF JAMES H. McNEIL, JR., DECEASED NO. 21-2003-200 DIRECTIVE TO WITHDRAW CLAIM TO: CUMBERLAND COUNTY CLERK OF THE ORPHANS' COURT, You are hereby directed to withdraw the claim of MBNA America, Claimant, against the above-tRied Estate, as evidenced by its Claim dated June 6, 2003 and filed (on or about June 10, 2003) in this proceeding, since all claims of the said MBNA America involving the Estate of James H. McNeil, Jr. have been settled in full on a final and pemanent basis. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF JAMES H. McNEiL, JR., DECEASED NO. 21-2003-200 DIRECTIVE TO WITHDRAW CLAIM TO: CUMBERLAND COUNTY CLERK OF THE ORPHANS' COURT, You are hereby directed to withdraw the claim of Direct Merchants Bank, Claimant, against the above-titled Estate, as evidenced by its Claim dated June 18, 2002 (sic) and filed (on or about June 18, 2003) in this proceeding, since ail claims of the said Direct Merchants Bank involving the Estate of James H. McNeil, Jr. have been settled in full on a final and permanent basis. DATE: January !r~3~3,2004 ~~l~([',~ De Juan L[, ~ilson, Agent for the Claimant c/o Welt~gh, Weinberg, & Reis Co., L.P.A. 323 W. Lakeside Avenue, Suite 200 Cleveland, Ohio 44113 BALDWIN & BALDWIN E. TERRY BALDWIN, ESQ. 42 SOUTH FRONT STREET PHONE: (570) 742-8508 FaX: (570) 742-4113 JAMES T. BALDWIN, ESQ. MILTON, PA 17847 WM. w. BELFORD, Tr (1947--1998) RA-P. L. BEL~ORD, SR. March 12, 2004 (1909- i949) Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 In Re: Estate of James H. McNeil~ Jr4 Social Security Number: 178-36-1681; Cumberland County File No. 2003-002007 Date of Death - December 19~ 2002 Dear Register of Wills: I am enclosing in reference to the above matter the following items, to wit: (1) Pennsylvania Inheritance Tax Remm signed in duplicate original and dated March 12, 2004. (2) My file copy of the Inheritance Tax Return (cover page only), which I would like you to date stamp on the front side and then remm to me by mail in the enclosed self-addressed, stamped envelope. Thank you for your expected cooperation, and please feel free to call me if you have any questions. Very truly yours, BALDWIN & BALDWIN · James T. Baldwin '~ ~'~' ri JTB/reb Enclosures r/lcqle*s/mcneil COMMONWEALTH OF: REV-1500 o.~u~o., PENNSYLVANIA OEPARTME rOF. VE.UE INHERITANCE TAX RETURN DEPT. 280601 R.,SBURC. PA1712 01 RESIDENT DECEDENT 2 1-0 3 0 2 0 0 DECEDEI~FS NAME (lAST, FIRST, AND MIDOLE INfTIAL) SOCIAL SECURITY NUMBER Z McNeil, JamesH.,Jr.a/k/aJamesH. McNeil 1 7 8- 3 6- I 6 8 1 t~ DATE OF DEATH (MMOD-YeGr) IDATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE LU J REGISTER OF WILLS 0 12/1912002 08/03/1945 t-t (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MDDLE INFrlAL) SOCIAL SECURrI"Y NUMBER N/A ~_"' [~ 1. Original Retum [---] 2. Supplemental Return E~ 3. Remainder Return (~, of ~ p~.to ,2-13-a2) ,,, _~ o ,~, -- I I-I 4. Limited Eslate E~ 4a. Future Interest Compromise (dale of dea~ alta'12-12-82) E~ 5. Federal Estate Tax Return Required ,,.,.o.mI r~ 6. Decedent Dled Testate (~c~cor,/,rva) D 7. DecedentMaintainedaLivingTrust(/ead~co~ofTn,,) 0_.. 8. Total Number of Safe Depesit Boxes < r--I 9. Litigation Proceeds Received E~] 10. SpousalPovedyCredit(da~eofd~'~b~een12-31.91=xlt.l.95) [~] 11. Election to tax under Sec. 9113(A)(~scho) ~ THIS SECTION MUST BE COMPIJ:: I ,-u. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: z NAME ,,, COMPLETE MAILING ADDRESS z James T. Baldwin~ Esquire 42 South Front Street ~3 ! FIRMNAME (IfApptc~le) UJ = Baldwin & Baldwin Milton, PA 17847 O TELEPHONE NUMBER O (570) 742-8508 1. Real Estate (Schedule A) (1) 1 34~)~.00 ~ OFF...I~SE ONLY 2. Slocks and Bonds (Schedule B) (2) ?' 0.29 ::3: il;i' ::;~ 3. Closely Held Coq3oration, Partnership or Sole-Proprietorship (3) i!i ~ ::~ 4. Modgages & Notes Receivable (Schedule D) (4) . tJ'l ..: 5. Cash, Bank Deposits & Misnellaneous Personal Property (5) 21,800.05 (Schedule E) r 6. Jointly Owned Property (Schedule F) (6) ......  [] Separate Billing Requested ::3 7. Intef-V"~vos Transfers & Miscellaneous Non-Probate Propedy (7) 0.00; I,-- (Schedule G or L) <[ 8. Total Gross Assets (total Lines 1-7) (.) (8) 156,700.34 ILl 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 42~210.80 10. Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10) 139,191.33 11. Total Deductions (total Lines 9 & 10) (11) 181,402.13 12. Net Value of E~ta[~ (Une 8 minus Line 11) (12) -24~701.79 13. Charitable and Gevemmental Bequests/Sec 9113 Trusts for which an election to lax has not been (13) 0.00 made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Une 13) (14) -24r701.79 SEE INstrUCTIONS ON RE"~F~E SIDE FOR APPLICABLE RATES 15. Amount of Une 14 taxable at lhe spousal tax rate, or transfem under Sec. 9116 (a)(1.2) X (15) taxable at lineal rate X (16) 0.0 0 1 6. Amount of 1 4 17. Amount of Une 14 taxable at sbling rate X .~2 (17) 18. Amount of Uno 14 laxable at collateral rate X .15 (18) ,, 19. Tax Due (19) 0.00 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 48 Kingswood Terrace ISTATE IZIP crrY Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 0.00 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( 0 + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 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) 0.00 A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 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; ......................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ...................................... [] [] c. retain a reversionary interest;.or .................................................................................................. [] [] d. receive the promise for life of either payments, benefits or care? .......................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .......................................................................................... [] [] 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death2 ............... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designatico?. .................................................................................................. [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. !.Jnda' i~nalies of perjury, I declare that I ha~e examined ~i$ return, includin~g .acco .mpan~. g..a;~lubs an.d state .ments, and to the best of my knowbdge and belef, it is tree, correct and compbte. Declar~ of I~ other than the personal mtative is based on ai mtotmm olm preparer nas any r, now~age. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN __~ . DATE ADDRESS Beverly Prince, Executrix c/o 42 South Front Street~ Milton~ PA 17847 ADDRESS~''rSIGNATUR_E.~_REPA~ IVE---_- _ DATE james T. Baldwin, Esq. (Attorney for Estate) 42 South Front Street, Milton, PA 17847 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of lmnsfers to or for the use of the surviving spouse is 3% F2 P.S. {9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of lmnsfers to or for the use of the surviving spouse is 0% [72 P.S. {9116 (a) (1.1) (lO]. The statute does not exempt a transfer to a surviving spouse Eom tax, and the statutory requirements for disclosure of assets, and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of lmnsfers from a deceased child twnty-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 tmnsfem to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. {9116(1.2) [72 P.S. {9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. {}9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE A coMMo.w . oF REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER McNeil, James H,, Jr, a/k/a James H. McNeil 21 03 0200 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real preperty which is Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ALL THAT CERTAIN lot of land situate in North Middleton Township, 134,900.00 Cumberland County, Pennsylvania, bounded and described as follows: BEING Lot No. 159 on the Plan of Kingsbrook, Section "3," as recorded in the Office of the Recorder of Deeds for Cumberland County, in Plan Book 27, Page 3, containing 100.00 feet along the East along Kingswood Terrace; containing 184.75 feet along the North along Lot No. 160 on said Plan; containing 100.14 feet along the West along lands now or formerly of Hooke, Lebo & Hooke, a partnership; and containing 190.06 feet along the South along Lot No. 158 on said Plan; and containing 18,740.35 square feet. SUBJECT to the building and use restrictions as recorded in the Office aforesaid in Miscellaneous Book 184, Page 763. UNDER AND SUBJECT, NEVERTHELESS, to all rights-of-way, easements, restrictions and/or conditions of record. BEING the same premises which James H. McNeil, Jr. and Tina L. McNeil, by Deed dated December 18, 2001 and recorded on December 26, 2001 in the Office for the Recording of Deeds in and for Cumberland County, Pennsylvania, in Deed Book 249, Page 3706, granted and conveyed unto James H. McNeil, Jr. The said James H. McNeil, Jr. died on December 19, 2002, and his Last Will and Testament is filed in the Office of the Cumberland County Register of Wills to File No. 2003-00200. NOTE WELL that the above-described real property was sold on August 29, 2003 for a sale price of $134,900.00 and a copy of the Settlement Statement (Form HUD-1) is attached. TOTAL (Aisc eflter o~ line 1, Recapitulalion $ 134,900.00 ~ SCHEDULE B co~,,,o~_-~, oF~~.s~v^H~ STOCKS & BONDS INHERITANCE TAX RETURN RESDENT DECEDENT ESTATE OF FILE NUMBER McNeil. James H.. Jr. a/k/a James H. McNeil ~1 O;} 0200 All property Jointly-owned with fight of ~urvlvorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. =One (1) share of Kmart Corporation Common Stock in the name of James McNeil to 0.29 Cusip ~482584 10 9 (Valued at $0.29 per share) TOTAL (Nso onler on line 2, Recapilulation) $ 0.29 SCHEDULE E co o.w 'r. o CASH, BANK DEPOSES, & MISC. PERSONAL PROPER ESTATE OF FILE NUMBER McNeil. James H.. Jr. a/~a Jame~ H, M~N~il ~1 03 ~0~ Inclu~ the pr~ of litigation and t~ ~te the F~ were r~ ~ the ~tate. All pro~ joln~ed w~ ~e Hght of su~vomhlp mu~ ~ dlsclo~ on Sch~ule F. ITEU V~UE AT DATE NUMBER DESCRIPTION OF D~TH 1. Fulton Bank, Checking A~unt ~19-20892 in the name of James H. McNeil, Jr. 1,704.77 2. Personal property owned by Decedent, appraised by Michael P. Weaver, Licensed 11,722.00 Auctioneer, on March 8, 2003 ( a copy of the Appraisal is attached hereto) 3. Verizon Wireless, Rebate re: Decedent's cellular phone 50.00 4. County of Cumberland, Veterans death benefit 100.00 5. AV Consultants, Inc., Short term disability benefits for Decedent 1,253.32 6. Delta Dental, Premium refund for Decedent's dental insurance 20.41 7. State Farm Mutual Auto Insurance Co., Premium refund for Decedent's vehicle 57.31 insurance 8. State Farm Fire & Casualty Company, Premium refund for Homeowner's Insurance on 211.78 Decedent's residence 9. Jewelry owned by Decedent, appraised by Fedders Jewelers on May 22, 2003 (a copy 970.00 of the Appraisal is attached hereto) 10. United States Treasury, Tax refund for Year 2002 on Form 1040 2,019.00 11. A.V. Consultants, Inc., Reimbursement for business expenses advanced by Decedent 298.99 12. A.V. Consultants, Inc., Decedent's final paycheck 107.64 13. Reimbursement for 2003 County/Township Real Estate taxes from August 29, 2003 172.21 (date of sale) to December 31,2003 14. Reimbursement for 2003-04 School Real Estate taxes from August 29, 2003 (date of 1,459.58 sale) to June 30, 2004 15. Veterans Administration, Death benefit 600.00 16. GMAC Mortgage Corporation, Balance in Decedent's Mortgage Escrow Account as of 1,053.04 December 19, 2002 (date of death) TOTAL (Nso enter on line 5, Recapi~lalion) $ 21,800.05 (If more space is needed, insert additional sheets of b~e same size) SCHEDULE G INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA MISC. NON-PROBATE PROPERTY ~ RESIDENT DEC~DENT ESTATE OF FILE NUMBER McNeil. James H.. Jr. a/k/a James H. McNeil ?,1 03 0200 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is les. DESCRIPTION OF PROPERTY % OF ITEM ~c~uo~ T~.~ 0¢ ~'~ m~.~E~e.~T~'~ TO OECa~r ~o T.E D~TE O~ T~,~'E~ DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER A'F~'ACH A ~ OF E DE~) ~ RF-N- ESTAE VALUE OF ASSET INTEREST 1. Paychex Retirement Services, 401K Plan #022220 for No t 0.0C A.V. Consultants, Inc., Client ~ff)426-P587 in the name of applicable James H. McNeil, Jr. As of his date of death, the Decedent's 401K Retirement !Fund had a value of $10,527.06; however, this asset is exempt from Pennsylvania Inheritance Tax because the Decedent (age 57 years at death) had no dght to possess, enjoy, or anticipate the benefits. TOTAL (Also enter on line 7, Recapitulation) S 0.00 SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & TAx R rU.N ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER McNeil. James H.. Jr. a/k/a Jame~ H, M(;Neil 21 03 0200 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Cronrath Funeral Home 10,648J)0 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Beverly Pdnce~ Executrix 7,500.00 Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 1935 Vincent Avenue City Watsontown State PA Zip 17777 Year(s) Commission Paid: 2004 2. Attorney Fees Baldwin & Baldwin, Estate Legal fees ($7,500.00) and Notary fees ($20.00) 7,520.00 3. Family Exemption: (If decedent~s address is not the same as claimanfs, attach explanation) Claimant None Street Address city state zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills, Probate Will ($88.00) and three (3) 100.00 Short Certificates ($12.00) 5. Accountant's Fees George J. Geib, Preparation fee for 2002 Individual Income Tax Retums 175.00 6. Tax Return Preparers Fees Included in Attorney's fees 7. U.S. Postmaster, Certified mail fee for the mailing of Probate petition and Will to Cumberland County Register of Wills 4.88 8. PPL Electdc Utilities Corporation, Electric utility bills for Decedent's residence 563.10 9. Carlisle Suburban Authority, Sewer and Water utility bills for Decedent's residence 200.50 10. Appalachian Orthopedic Ctr, Ltd., Medical bill for Decedent 15.00 11. U.S. Postmaster, Certified mail fee to Veterans Administration 5.34 12. Cumberland Law Journal, Advertising cost of legal notice 75.00 13. Vedzon Wireless, Final cellular phone bill for Decedent 107.87 14. Sprint, Final telephone bill for Decedent's residence 95.06 15. John Deero Credit, Final balance due for Decedent's lawn tractor 1,118.08 16. North Middleton Authority, Water and Sewer utility bills for Decedent's residence 153.60 17. Fedders Jewelers, Appraisal fee for Decedent's jewelry 37.1 ~ (Page 1 of 2) Contim~ued (If more space is needed, insert additional sheets of the same size) ' Continuation of REV-1500 Inheritance Tax Return Resident Decedent 'McNeil, James H., Jr. a/k/a James H. McNeil 21 03 0200 ~chedule H - Funeral Expenses & Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 18. PA Department of Revenue, Tax due per 2002 PA-40 Tax Return 6.00 19. CTCB, Tax due per 2002 Local Earned Income Tax Return 664.62 20. Michael P. Weaver, Appraisal fee for Decedent's personal property 125.00 21. FedEx, Overnight mail fee re: sale of Decedent's real property 15.64 22. Cumberland County Register of Wills, One (1) Short Certificate 3.00 23. Helen Jean Baylor, Decedent's budal uniform 199.60 24. The Sentinel, Advertising cost of legal notice 105.53 25. Cumberland County Orphans' Court Clerk, Filing fees re: withdrawal of three (3) creditor's claims 15.00 26. Remax Realty Associates and Remax Professionals, Commission for sale of Decedent's residence 8,094.00 27. Cumberland County Recorder, 1% Realty Transfer Tax re: sale of Decedent's real property situate at 48 Kingswoed Terrace, Carlisle, Pennsylvania 1,349.00 28. Remax Realty Associates, Processing Service fee 250.00 29. North Middleton Authority, Sewer charges paid at Settlement of real estate 76.80 30. Deed, notary, and overnight mailing fees charged by Shumaker Williams, P.C. re: sale of Decedent's real property 31.00 31. 2003 County/Township Real Estate taxes paid for Decedent's residence 506.90 32. 2003-04 School Real Estate taxes paid for Decedent's residence 1,706.18 33. State Farm Fire & Casualty Company, Homeowner's insurance for Decedent's residence 294.00 34. Miscellaneous deduction as allowance for Accountant's fees, Court Approved Account, and Summary of Escrow filing fees, etc. 450.00 (Page 2 of 2) Total $42,210.80 RL=~1512 EX*~I-~7) SCHEDULE I co o.WE T, oF DEBTS OF DECEDENT, INHERITANCE TAX RETURN ' .ES E.TDEC .T MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER McNeil. James H.. Jr. a/k/a James H, McNeil ;~1 0:~ 0;~00 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Ford Credit Account No. 48063000000023799097 in the name of James H. McNeil 7,247.68 (Copy of letter from Balogh Becket, Ltd., Agent for Ford Motor Credit Company, agreeing to accept $7,247.68 as payment in full for the outstanding credit card account, is attachec 2. Direct Merchants Bank Account No. 5458003702325408 in the name of James H. 2,573.36 McNeil, Jr. (Copy of letter from Weltman, Weinberg & Reis Co., L.P.A., Agent for Direct Merchants Bank, agreeing to accept $2,573.36 as payment in full for the outstanding credit card account, is attached) 3. MBNA America, Account No. 74981997957024 in the name of James H. McNeil 5,898.78 (Copy of letter from MBNA America agreeing to accept $5,898.78 as payment in full for the outstanding credit card account, is attached) 4. GMAC Mortgage Corporation, Outstanding Mortgage on Decedent's residence. Total 123,471.51 balance due as of date of sale of real property on August 29, 2003 was $124,925.55, less the total sum of $1,454.04 for escrow overdraft repayment for taxes and insurance. * This debt is evidenced by a letter from Federman and Phelan, LLP, Agent for GMAC Mortgage Corporation dated August 26, 2003 (Copy of letter is attached) TOTAL (Also enter on line 10, Recapitulation) $ 139,191.33 (If more space is needed, insert additional sheets of 1~ same size) REV'-~S~3 EX* SCHEDULE J ~NWEALTH OF PENNSYLVANIA BEN EFICIARIES INHERITANCE TAX RETURN · RESIDENT DECEDENT ESTATE OF FILE NUMBER McNeil., ames H.. Jr. a/k/a James H. M~:Neil 21 03 0200 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE [. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] 1. Bevedy Pdnce Daughter One-half (1/2) of 1935 Vincent Avenue residuary Estate per Item Watsontown, PA 17777 Four of Decedent's Will 2. Shawn McNeil Son One-half (1/2) of 1246 Cypress Cove Court residuary Estate per Item Inverness, FL 34450 Four of Decedent's Will ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABO ~VE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET 11. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. 0.00 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 0.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) ¢©PY LAST WILL AND TESTAMENT OF JAMES H. McNEIL, JR. I, JAMES H. McNEIL, JR., currently residing at 48 Kingswood Ten'ace, Carlisle, Cumberland County, Pennsylvania, 17013, being of sound mind, memory and understanding do hereby make and publish this my Last Will And Testament hereby revoking all previous Wills and Codicils 'made by me. Item I. I declare for the purposes of this Will that, as of the date of its execution, my family consists of the following: The name of my mother is: Charlotte M. Matters The name of my stepfather is: Chester A. Matters The name(s) of my child(ten) are: Beverly A. Prince Shawn G. McNeil The name of my brother is: Keith S. McNeil The names of my half-brothers are: Allen Matters Stephen Matters All references to my family are to them. Item II. I direct that all debts enforceable against me during my lifetime and duly allowed in the administration of my estate, the expenses of my last illness and funeral, including the cost of a suitable monument at my grave, unpaid charitable pledges whether or not the same are enforceable obligations against my estate, and the costs of administration and estate taxes be paid as soon as practicable after my death. My Personal Representative may, in her sole discretion, pay from my domiciliary estate all or any portions of the cost of ancillary and similar proceedings in other jurisdictions. Item ITl. I may leave a written list, which will be dated and either in my own handwriting or signed by me, that sets forth my wishes regarding distribution of specific personal property.- If I do, then I intend it to qualify as an amendment to this Will. If it should be determined that any such list does not qualify as an amendment to this Will, it is my hope that those entitled to share in my estate will nevertheless respect it. Item IV. Ail of the rest, residual, and remainder of my estate, real, personal and mixed of whatever kind and wheresoever situated, I give and bequeath to my children Beverly Prince and Shawn McNeil, in equal shares. Item V. I hereby nominate and appoint my daughter, Beverly Prince, to be the Personal Representative of my estate. If she is unable or unwilling to serve, then I nominate and appoint, my brother, Keith S. McNeil, to be the Personal Representative of my estate. (2) Item VI. I direct that no Personal Representative appointed under this Will be required to post any bond or provide any security to serve in that capacity. Item VII. I confer on my Personal Representative, in addition to those powers granted by law, the following powers to be exercised in a prudent manner and applicable to all property constituting a part of my estate: A. To retain and to invest in all forms of real and personal property, without being confined to investments authorized by a statutory list, without being required to diversify and regardless of any principal of law limiting delegation of investment responsibilities by personal representatives or trustees; B. To compromise claims and to abandon any property which, in my personal representative's opinion, is of little or no value; C. To sell at private or public sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; D. To borrow from anyone, even if the lender is a personal representative hereunder, and to pledge property as security for repayment of the funds borrowed; E. To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties; F. To employ and to rely upon the advice given by investment counsel, to delegate discretionary authority to make changes in investments to investment counsel, and to pay investment counsel reasonable compensation in addition to any fees otherwise paid to my personal representative; G. To employ a custodian, to hold property unregistered or in the name of a nominee (including the nominee of any institution employed as custodian), and to pay reasonable compensation to the custodian in addition to any fees otherwise payable to my personal representative; H. To procure and carry at the expense of my estate insurance of kinds, forms and amounts deemed advisable by my personal representative to protect my estate and my personal representative against any hazard; I. To commence or defend, at the expense of my estate, any litigation affecting my estate; (4) J. To conduct alone or with others any business in which I am engaged or in which I have any interest at my death, with all the powers of any owner with respect thereto, including the power to delegate discretionary duties to others, to invest other property held hereunder in such business and to organize a partnership or corporation to carry out such business; and K. To distribute in cash or in kind. Item VIII. My Personal Representative shall be reimbursed for all reasonable expenses incurred in the administration and management of the assets of my estate and shall be entitled to receive a fair and reasonable compensation for their services. Item IX. Anyone named in this will who dies within 30 days after my death (or dies under circumstances such that it cannot be determined whether such individual died within 30 days after my death) shall be deemed, for purposes of this Will, to have predeceased me. (s) ~1 ~*~,, I 111 __ II IIllll [ IIIIII IIIII I II ....... ~ IN WITNESS WHEREOF, I, James H. McNeil, Jr., have to this my Last Will And Testament hereunto set my hand and seal this _L~~. SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, James H. McNeil, Jr., as and for his Will, in the presence of us who, at his request, in his presence, and in the presence of each other, all being present at the same time, have hereto set our hand as witnesses: N~ RESIDING AT (~) STATE OF PENNsYLvANIA : : SS. COUNTY OF CUMBERLAND : I, James H. McNeil, Jr., having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my Will, and that I signed it as my free and voluntary act for the purposes therein expressed. J~~.N~il,'~r. '" We, having been duly qualified according to law, depose and say that we were present and saw James ti. McNeil, Jr., sign the foregoing instrument as his Will; that he signed it as his free and voluntary act for the purposes therein expressed; that each of us in his sight and hearing and at his request signed the Will as witnesses; and that to the best of our knowledge, he was at the time 18 years or more of age, of sound mind, and under no constraint or undue influence. Witness Subscribed, sworn to, or affirmed, and acknowledged,before me by the ·above- named testator and by the witnesses whose names appear, on this J~day of D6-/~ , 2001. Nota~ public Notarial Seal Hope A. Mattos, Notary Public My Commission ~xl~re~ uc~. , (7) Settlement Statement U.S. Department of Housing A. and Urban Development OMB No. 2502-0265 B. Type of Loan 1.[] FHA 2. [] FrnHA 3. [] Conv. Unins. 6. File Number [ 7. Loan Number 8. Mortgage Insurance Case Number 4.[--I VA 5.[] Cony. Ins. 33137MARI 2667454 4417339831-703 C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown Items marked "(p.o.c.)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. E. NAME OF SELLER: Estate &James H. McNeil, Jr ADDRESS OF SELLER: F. NAME OF LENDER: Nation~l: Cily ~rtg~g~:: G. PROPERTY 48 Kingswood Terrace LOCATION: CARLISLE, PA 17013 I. SETTLEMENT DATE: J. SUMMARY OF BORROWER'S TRANSACTION IK. SUMMARY OF SELLER'S TRANSACTION 100.GROSS AMOUNT DI. JE FROM BORROWF~R1 400. GROSS AMOUNT DUE TO 101.Contract sales nrice 134.900.00 !401.Contract sales nrice 134.900.00 ~102.Personal nronertv 402.Personal prop¢lly 103.Settlement char~es to borrower (line 1400~ 5.590,71 40~, 104, 404, Adjustments for items naid by seller in advance Adiustments for items naid by seller in advance 106Citv/towntaxes 8/29/03 to 12/31/03 172.21 406.City/town taxes 8/29/03 to 12/31/03 172.21 107.County taxes to 407. Countv taxes to 108.Assessments 8/29/03 to 6/30/04 1.459.58 408.Assessments 8/29/03 to 6/30/04 1.459.58 109, to 409, to I10, to 410. 111. 1o 411, to 12/30/99 112. to 412. to 120.GROSS AMOUNT DUE FROM BORROWER } i 142,122.50 420.GROSS AMOUNT DUE TO SELLER ~ 136,531.79 200 .AMOUNTS PAID BY OR IN BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201.Deposit or earnest money 5.000.00 501.Excess deoosit (see instructions) 202.Princinal amount of new loan(s) 108.605.00 502.Settlement char~,es to seller(line 1400) 11.541.80 203.Existine loan(s) taken subject to 503. Existinr, loan(s~ taken subject to 204, 504. Payoff of first morteaee loan 124.925.55 GMAC Morteaee Cornoration 205, ~ 505. Payoff of second mort~aee loaB 206.Princinal amount of seller financing 506. Princioal amount of seller financine 207. 707, ~209a 509a 209b 509b Adjustments for items unpaid by seller Adjustments for items unpaid by seller 2 l 0.City/town taxes to 510. City/town ta.x¢~ tO 21 l.Countv taxes 10 511.County taxes lO 212 .Assessments to 512. Assessments to 213, to 513, to 214, to 514, to 215, to 515, to 216, to 516, to 217, to 517, to .............. 218, to 51S, to 219. to 519. to 220.TOTAL AMOUNTS PAID BY OR IN BEHALF OF BORROWER ~ 113,605.00 520.TOTAL REDUCTIONS IN AMOUNT DUE SELLER ~ 136,467.35 300.CASH AT SETTLEMENT FROM/TO BORROWER 600. CASH AT SETTLEMENT TO/FROM SELLER 301.Gross amount due from borrower (line 120) 142,122.50 601.Grossamountduetoseller(line420) 136,531.79 302.Less amounts paid by/for borrower (line 220) 113,605.00 602. Less reductions in amount due seller (line 520) 136~467.35 303.CASH [] From []To BORROWER } 28,517.50 603.CASH []To [] From SELLER ~, 64.44 PAGE I HUD-I (3-86) RESPA, HB 4305.2 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT PAGE 2 . L. Settlement Charges 700. TOTAL SALES/BROKER'S COM. based on nrice 134,900.00 ~ % = Paid From Paid From Division of Commission (line 700~ as follows: Borrower's Seller's .~1.. 4~072.00 to Remax~ealty Associates Funds At Funds At 702. 4.022.00 to Remax Professionals Settlement Settlement 703. Commission naid at Settlement 8.094.00 704. to 800. Items Payable In Connection With Loan 801. Loan Orieination Fee 1.00 % to National City Morteaee 1.070.00 802. Loan Discount 1.00 % to National City Morteaee (1.086.05) 803. Annraisal Fee to Lynn Baker 350.00 804. Credit Report to Infol/Sothem Morte 42.00 805. I.ender's Inspection Fee tO 806. Morteaee Insurance Application Fee to 807. 10 *P.O.C.* 808. FHA One Time MIP to National City Morteaee 1.605.00 809. Commitment Fee to National City Morteaee 200.00 810. tO *P.O.C * 811. Flood Cer~ to First American Flood Data 17.00 812. tO *P.O.C.* 813, 814. tO 815. to 900. Items Required By Lender To Be Paid In Advance 901. Interest from 8/29/03 to 9/1/03 ~ 58.02 /day 58.02 902. Morteaee Insurance Premium for months to 903. Hazard Insurance Premium for years to 904. years to 905. years to 1000. Reserves Deposited With Lender 1001~ Hazard insurance 2 months(~ 25.42 nermonth 50.84 1002. Mort~aeeinsurarlCe months(& 44.36 permonth 1003. City nronertv taxes months~ ncr month 1004. CountvnroDertvtaxes 7 months~ 43.00 oermonth 301.00 1005. Annual assessments months('~, ncr month 1006. School 3 months~(& 149.25 nermonth 447.75 1007. months~, ger month 1008. months~ per month 1009. At,~reeate Aceountine Adlu~tment (146.60/ 1100. Tfi[e ~harges 1101. Settlement or closing f~¢ t0 1102. Abstract or title search 1103. Title examination t0 1104. Title insurance binder l 105. Document Dreparatioll 1106. Notary fees t0 6,00 6.00 107. Attomev's fees t0 (includes above items numbers: , . 1110a 100.300_81 150.00 1111. Closin~ Protection Letter to First American Title Insurance Company 35.00 1112. to 1113. to 1200. Government Recording and Transfer Charges 1201. Recordin_~ Fees: Deed $40_50: L-Mortga~e(s~ $52.50; S-Mortgage(s) ; Releases 93.00 1202. City/county tax/stamps: Deed 5;1.349.00: L-Mortgage(s) : S-Morteaee(s) 1.349.00 1203. State tax/stamns: Deed 5; 1.349.00: L-Mortgage(s) ; S-Mortgaee(sl 1.349.00 1204. 1205. 1300. Additional Settlement Charges 1301. Survev to 1302. Pest Insnection 1303. Roof Inspecfioll to 1304. Processing, Service Fee to Remax Realty A~coiates 250.00 1305. Sewer8~28 to North Middelton Authority 76.80 I306. Deed to Tri County 10.00 1307. Overnight to Shumaker Williams p(2 15.00 15.00 1308.2003-2004 sCHOOL tAXES to Robin Sollenberger 1,741.00 1309. to 1400. Total Settlement,4, Charges (enter on lines 103, Section J and 502, Sect(oaK) ~ 5,590.71 11,541.80 I have carefu~eviewed ~HUD - I Settlement Statement and CERTIFICATION DATE: 8/29/03 to the best of my knowledge and belief, it is a true and accurate statement of all rece~ and C~a enCyCle March ~ - SellerE~tat~"'ofJ'afies H. McNeil, Jr ~/7 Borrower Bv: Seller The HUD-1 Settlement Statement which I have pr~ared is a true and accurate account of this transaction I have caused the funds to be disbursed in accord- ance with this statement. /$/a - SHUMAKER WILLIAMS, P.C. "' I ~ Settlement Agent 8/29/03 Date WARNING: It is a crime to knowinglLmake ~tements to the United States on this or any other similar form. Penalties upon conviction can include a fine and imprisonment. For details see: title 18 U.S. Code Section 1001 and Section 1010. 33137MAR ESTATE OF JAMES H. McNEIL, JR. 48 KINGSWOOD TERRACE CARLISLE, PA 17013 INVENTORY AND APPRAISAL OF PERSONAL PROPERTY Master Bedroom King mattress and box spring $ 100.00 Brass king size bed 55.00 Brass end stand 15.00 Slide glass tree lamp 50.00 Small refrigerator 20.00 Modem chifferrobe 40.00 Sanya color TV 35.00 VCR 25.00 Brass clothes tree 20.00 Three (3) pictures 15.00 Maple TV tray stand 10.00 Office Two (2) computer stands ~ $50.00 each 100.00 Sharp FAX machine 25.00 Sentry safe 35.00 Two Drawer file cabinet 10.00 Four Drawer file cabinet 20.00 Hewlett Packard computer with printer 200.00 Two (2) office chairs ~ $15.00 each 30.00 Hoover vacuum cleaner 25.00 Paper shredder 10.00 Book shelf 10.00 Two (2) box lots of miscellaneous office supplies ~ $5.00 each 10.00 Taurus 357 stubnose stainless steel revolver 125.00 Digital camera 55.00 Spare Room Floor lamp 45.00 Area rug 35.00 Clothes rack 10.00 Wall shelf 2.00 Hallway Closet Four (4) boxes of linens ~ 6.00 each 24.00 Living Room Black Forest cuckoo clock 50.00 Entertainment center 100.00 Sharp color TV 65.00 Sharp VCR 25.00 Philips stereo 40.00 Nutcracker 20.00 Two (2) box lots of miscellaneous knick-knacks ~ 10.00 each 20.00 Glider rocker 60.00 Two (2) piece living room suite 125.00 Three (3) piece heavy end table set 65.00 Four (4) wooden shelves 25.00 Six (6) pieces of modern pottery 40.00 Box lot of pictures 25.00 Pair of lamps 15.00 J.C. Higgins 16 gauge shotgun 30.00 BB gun 20.00 Kitchen Five (5) piece dinette set 70.00 One drawer modern country table 35.00 Maple top utility stand 25.00 Plate rack 15.00 Hanging lamp 35.00 Box lot of dishes 6.00 Box lot of pots and pans 15.00 Box lot of bakeware 17.00 Box lot of kitchen gadgets and silverware 20.00 Panasonic microwave 25.00 Box lot of kitchen gadgets 10.00 Box lot of miscellaneous glassware 5.00 Four (4) small electrical appliances ~ $4.00 each 16.00 Wooden shelf unit 3.00 Two (2) pieces of pottery ~ $5.00 each 10.00 Little statue 2.00 Personal digital assistant 25.00 Cell phone 5.00 Video camera 35.00 Pantry Frigidaire heavy duty washer and dryer ~ $65.00 each 130.00 Four (4) small electrical appliances ~ $2.00 each 8.00 Granite roaster 2.00 Stock pot 10.00 Step stool 5.00 Basement Dehumidifier 20.00 Patio Six (6) piece patio set 65.00 Gas grill 20.00 Hose reel 10.00 Storage Shed Sears Trac Drive snowblower 125.00 Car ramps 10.00 Lawn seeder 20.00 Gas weed eater 25.00 Kerosene heater 10.00 Campbell Hausfeld pressure washer 35.00 Two (2) box lots of hand tools ~ $10.00 each 20.00 1998 Carmate 4x8 utility trailers 225.00 Garage John Deere LT 133 600.00 Tool chest and tools 125.00 Six foot wooden step ladder 15.00 Folding saw bucks 7.00 Utility cart 10.00 Floor jack 20.00 Campbell Hausfeld air compressor 35.00 Wooden work bench 25.00 14" Chain saw 40.00 Five (5) box lots of hardware and fluids ~ $6.00 each 30.00 Sled 25.00 6 amp battery charger 15.00 Utility stool 10.00 Three (3) box lots of fluids 10.00 Little shop vacuum 20.00 1980 Harley Davidson Model TL-K00 (S&S Super) - 14,500 miles 1,600.00 Ford Explorer - 109,136 miles 6,100.00 20 Quart milk can 15.00 Birdhouse bench 20.00 Flower pots 5.00 GRAND TOTAL $ 11,722.00 Appraised by Michael P. Weaver, a Licensed Auctioneer in the State of Pennsylvania. I have to the best of my knowledge and skill set forth herein fair market values for these items of personal property regarding the Estate of James H. McNeil, Jr. Date: March8, 2003 /~~~~~ Michael P. Weaver, Licensed Auctioneer, Allenwood, Pennsylvania r/estates.inv/meneil, doc 65 South Front Street MILTON, PENNSYLVANIA 17847 w.o · .. is is to certify that we are engaged in the jewelry business, appraising diamo~elrv and precious stone~ of all descriptious. We herewith certify that we have this day carefully examined the following listed and described articles, the property of: AUOR~SS Baldwin & Baldwin 42 Sou~h Fron~ S~ree~ ~on~ P~ We estimate the value as listed for insurance or other purposes at the current retail value, exc~ing Federal and other taxes. In making this Appraisal, we DO NOT agree to p~chase or replace the artXc, s. cut':~ ~amo. nds::, The :P:d iJ al~%have~:~a~;clar~tY ~rade of 3~,2~nd color~;~grade t:~; :s~6nes ~ approx~m ~y The foregoing Appraisal is made with the understanding that the Appraiser assumes no liability respect to any act~n that m~ be taken on,he basis of this Appraisal. CARYW. BECKER-DC, FL,..MN, W" BALOGH BECKER, LT I r EAt,t OU LEFREE *CREDITOR'S RIGHTS SPECIALIST URANCH RJ~D AMERICAN BOARD OFCERTIFICATION ATTORNEYS AT LAW ~ SU,TE ~ CHELSEA A. WHITLEY - MN, WI SCOTTSDALE, AZ 85258 ANGELA M. HORN - MN MICHAEL D. JOHNSON - MN SEND ALL WRITTEN REPLIES TO: MARY ELLEN WEEMAN - KS, MN, MO · THERSIA O. LEE - MN 41 50 OLSON MEMORIAL HIGHWAY, SUITE 200 OF COUNSEL: CHAD J. BOLINSKE - MN MINNEAPOLIS, MINNESOTA 5.5422-4811 LITOW LAW OFFICES, P.C. DIANA THEOS - AZ, CO {IOWA) STEVEN M. TOMS - MN TELEPHONE 763-852-8452 HE*THER L K~GHT- MN, NY FAX 763-852-8499 LUSTIG, GLASER & WILSON, P.C. MICHAEL L. MCCAIN - MN {MASSACHUSETTS) WILL~M B. HOPKINS - MN, WI TOLL-FREE 877-768-4502 KIMBERLY L. DUNCAN - MN JOHN E. OLCHEFSKE - MN JaN M. SUSTARICH - MN December 2, 2003 Re: Estate of: James H Mcneil Our Client: Ford Motor Credit Company Account No: 48063000000023799097 Unpaid Balance Due: $12084.46 Bologh Becker Account No: 5360.51 Dear James T Baldwin: Thank you for your assistance in resolving this matter. Per your request, this letter confirms a settlement in the amount of $7247.68 for the above listed account. Receipt of this payment will close the account. It is our understanding that you will send this payment to our office by 12/28/03. Please pay the amount to the above address. If you have any questions, please feel free to contact our office toll free at 1-877-768-4502. Cordially, 8alogh 8ecker Ltd. Attorneys at Law This is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. CONBALO017323 * ** Detach Lower Portion and Return with Payment** * IIIIIIIIIIIIHIIIIIIIIlllIIIIIIIIE HHIllH IIIIIHIH JlllflJllllllllHIillllJfflEilllll llllll Account #: 48063000000023799097 LAW FIRM OF BALOGH BECKER, LTD Balance: $12084.46 4150 Olson Memorial Highway, Suile 200 Minneapolis, MN 55422-4811 Amount Enclosed: j $ ADDRESS SERVICE REQUESTED I December 2, 2003 BALOGH BECKER, LTD 4150 Olson Memorial Highway Suite 200 536051-7323 331207 40087 Minneapolis MN 55422-4811 h,,llh,,Ih,h,h,lh,,h,,Ih,,Ih,,ll,,,Ihh,h,hh,lhl hhh,hh,h,h,hh,hhh,lh,h,,,Ih,,Ihhhlh,,,,Ihl James T Baldwin 42 S Front St Milton PA 17847-1111 CINCINNATI, OH WELTMAN~ WEINBERG & REIS CO. L.P.A. 513.723.2200 ATTORNEYS AT LAW COLUMBUS, OH Cleveland, Ohio 44113-1099 DETROIT, MI 216.685.1000 248.362.6100 www.weltman.com MOUNT HOLLY, NJ 609.914.0437 PHILADELPHIA, PA 215.599.1500 PITTSBURGH, PA 412.434.7955 December 23, 2003 James T. Baldwin, Esq. 42 South Front Street Milton, PA 17847 RE: The Estate of: James H. McNeil, Jr. Our Client: Direct Merchant Bank Account No. 5458003702325408 Our File No. 02954123 Dear Mr. Baldwin: As you are aware, this law £Lrm represents Direct Merchant Bank. This letter serves as a follow-up to our recent telephone conversation relative to the above captioned matter. Please be advised that we will accept the sum of $2,573.36 as settlement in full, on behalf of our client, Direct Merchant Bank. This offer is valid for 30 days from the date of this letter. If payment is not received by that time, please contact me to further discuss this matter. Please make your check payable to Direct Merchant Bank but mail it directly to Weltman, Weinberg & Reis Co., L.P.A., 323 W. Lakeside Avenue, Suite 200, Cleveland, OH 44113. Enclosed you will find a self-addressed, stamped envelope for your convenience. Should you have any questions, please feel free to contact our office. ~Traci L. Soos v - ~ Legal Assistant 216-685-1022 saa Enclosure JAMES H MCNEIL ESTATE C/O JAMES T BALDWIN 42 S FRONT STREET MILTON PA 17847 February 26, 2004 Account No.: 7498 1997 9570 24 Dear James H McNeil Estate, Your final payment toward the settlement of $5,898.78 has been received. This payment serves as full settlement of the above-referenced account, and your account will be reported to the national consumer reporting agencies as settled. All future credit balances on the account will be the property of MBNA. However, although this account is now closed, other charges may still post to the account, including preauthorized charges and charges that may not require authorization. Any new charges posted to this account will be your responsibility. If you have any questions, please call 1-800-242-3328, Monday through Thursday from 8 a.m. to 10 p.m., Friday, 8 to 8, or Saturday, 9 to 2 (Eastern time). If you prefer, you may write to MBNA at P.O. Box 15971, Wilmington, DE 19850-5971. Our knowledgeable Account Managers are ready to assist you. Sincerely, Joseph Pl,,mmer Customer Assistance department ~ BL14 1-1 US-Ell 04-058-00084 - 256 690-099 (5-94) · Federman and Phelan, LLP One Penn Center at Suburban Station 1617 John F. Kennedy Boulevard Suite 1400 Philadelphia, PA 19103 215-563-7000 Fax 215-588-0719 E-mail fcresolufion~fedphe.com Raymond J. Begley Representing Lenders In Legal Assistant Pennsylvenla & New Jersey August 26, 2003 VIA FACSIMILE James Baldwin, Esquire Fax (570) 742-4113 Re: James H. McNeil, Jr. 48 Klngswood Terrace, Carlisle, PA 17013 GMA C Mortgage Corporation Acct.: 120737706 To Whom It May Concem: In accordance with your recent request, please find a payoff figure In the amount of $124,926.56, which Is the amount needed to satisfy the above account with GMAC Mortgage Corporation. Funds must be received ON OR BEFORE September 2, 20133 to allow processing and mailing to our client. Upon submitting payment, please note the following: ·Personal checks will not be accepted. Only certified funds purchased from a bank or money orders. Ail checks musS be made payable to the mortgage company stated above, and forwarded to Federman and Phelan, LLP. . Include account number on the check for proper Identification. · It is possible that additional expenditures may be incurred, by either the mortgage company or this firm, in the interim period between the time these figures am generated and the time monies are tendered. In this event, only the FULL monies will be accepted. Acceptance of the funds is contingent upon a complete review by our client. If you should have any questions, please feel free to contact our office. sincerely. Raymond J, Begley Federmen end Phelen. LLP Foreclosure Resolution Department Federman and Phelan, LLP One Penn Center at Suburban Station 1617 John F. Kennedy Boulevard Suite 1400 Philadelphia, PA 19103 215-563-7000 Fax 215-568-0719 E-mail fcresolutio n~_.fedphe.co..m.. Raymond J. Begley Representing Lenders in Legal Assistant Pennsylvania & New Jersey Payoff Figure NAME: MC NELL, JR., JAMES H. ACCT. 120737705 DATE: 8/26/03 Good Through 9/2/03 Principal Balance $115,305.94 Interest $ 6,315.57 Escrow Advance $1,45 4.04 Property Inspoctions $ 7 5,0 0 Attorney Costs $1,125.00 Attorney Fee $ 650.00 TOTAL [ 8124,925.55J PLEASE READ THE ATTACHED LETTER BEFORE SUBMITTING PAYMENT! CONNONNEALTH OF PENNSYLVANIA · ~UREAU OF ZNDZVZDUAL TAXES DEPARTNENT OF REVENUE DEPT. ~060~ HARRIS~RG, PA 271Za-OSOl NOTICE OF INHERITANCE TAX APPRAZSEHEHT~ ALLOHA~E OR DZSALLOH~CE OF DED~TZOHS AND ASSE~E~ OF TAX 1~-~4~ IX AFP CI2-1S) ;~:, : ~ ~ATE 05-~0-200~ ~::: ESTATE OF HCNEZL JR JAHES H ~ATE OF ~EATH ]~-~9-~002 FILE NU~ER ~2 03-0Z00 JAHES T 8ALDHZN ESQ '~ ~ -? ~ :~ COUNTY CUH~ERLAND ACN 202 BALDNZN & 8AL~NZN A~t RealiZed J ~2 S FRONT ST k;~. MILTON PA ~KE CHECK PAY~LE AND REHZT PAYHENT TO~ REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THZ~ LXNE ~ RETAXN LONER PORTXON FOR YOUR RECORDS REV-15~7 EX AFP [01-03) NOTICE OF INHERITANCE TAX APP~ZSENENT~ ALLOHANCE OR DXSALLONANCE OF ~E~UCTZONS AND ASSES8HENT OF TAX ESTATE OF MCNEIL JR JANES H FXLE NO. 21 05-0200 ACN 101 DATE 05-10-200~ TAX RE~ ~AS: ( ) ACCEPTED AS FILED (X) C~ED SEE ATTACHED NOTICE RESERVATION CeNCERNZNG FUTURE XNTEREST - ~EE APPRAISED VALUE OF RETURN ~ASE~ ON~ ORIGINAL RETURN 1. R~I Estate (~uZo A) (1) 1~4r900.00 NOTE: To lflsuro pr~or 2. S~ocks ~ B~s (S~Ze B) (2) .29 cr~d1~ ~o your ~. ClosoZy ~Zd S~k/Par~norshlp /n~oros~ (Sc~dulo C) (~) . O0 s~m~ ~ho upper portion 6. ~ln~ly Owned Propor~y (Scho~lo F) (6) . O0 7. Tr~sfors (Schedule ;) (7) .00 8. To~ml Assets (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fu~rml Exp~sos/A~. Costs/H1sc. E~sos (~ho~lo H) (9) ~9,997.71 10. Dob~s~or~g~o Li~111~ios/LIMs (S~1~ Z) (10) ~9 · ~91. ~ 11. To~mZ Dm~c~lons (11) ]7~. ]89. fl; 12. ~ VaZuo of Tax Ro~urn (12) 2~,088.71- Z~. Char~lo/Govorn~ul h~s~s; N~-oZoc~od 911~ Trusts (Sc~lo J) (1~) .00 1~. No~ VmZu~ of Es~m~o S~J~ ~o Trax (1~) ~,088.71- NOTE: Zf an asses~ent ~as issued previously, ltnas 1~, 15 and/or 16, 17, 18 and 19 r~lect ~igures that tncZude the t~al of ALL returns assessed to date. ASSESSMENT OF TAX: 1S. Amoun~ of Ltno 14 m~ Spousal rm~o (1S) .00 X O0 = .00 16. ~ of Line 14 ~10 mt Ll~mZ/Clmss A rmto (16) . O0 X 0~5 = . O0 17. A~ of Li~ 1~ a~ Sibling rmto (17) . O0 X 12 = .00 18. Am~n~ of LI~ 14 ~uxmbZo u~ Collm~ormZ/Clmss B rm~o (18) .00 X 15 = . 19. Principal Tax Duo (19)= . O0 TAX CREDITS; PAYH~NT R~C~IPT DX~ DATE ~ER Z~EREST/PEN PAID (-) AHO~ PAID TOTAL TAX CREDIT I .00 DALANCE OF TAX DUEI .00 INTEREST AND PEN. J .00 TOTAL DUE I .00 IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT ZS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE & REFUND. SEE REVERSE SIDE OF THIS FeRN FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before Dace.bar 1Z, 1952 -- if any futura interest in the asters is transferred in Possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Common#ealth hereby expressly reserves the right to appraise end assess transfer Tnharitenca Taxes at the lexful Class D (collateral) rate on any such futura interest. PURPOSE OF NOTTCE: To ~ulflll the requirements of Section 2140 of the l;lharitanoa end Estate Tax Aot, Act 23 of 2000. (72 P.S. Seotion 9140). PAYNENT: Detach the top portion of this Notice and subeit aith your payment to the Register of #ills printed on the reverse side. --Nake chock or eoney order payable to: REGZSIZll OF NILLS, AGENT REFUND (CR): A refund of a tax credit, ahich was not requested on the Tax Return, ~ay be requested by completing an "Application for Refund of Pennsylvania Tnheritance and Estate Tax" (REV-1315). Applications are avaJlable at the Offios cf tho Register of #ills, any of the Z3 Revenue District Offioes, or by calling the specie1 24-hour anseering servioe for forms ordering: 1-800-362-2050; services for taxpayers aith special hearing and / or speaking needs: 1-gOO-447-30ZO (TT only). OBJECTTONS: Any party in interest not satisfied with the appreiseaent, a11osanoe, or disallo#snce of deductions, or assesseent of tax (including discount or interest) es sheen on this Notice gust obJsot .lthin sixty (&O) days of receipt of this Notice by: --aritten protest to the PA Deportasnt of Revenue, Board of Appeals, Dept. Z81021, Harrisburg, PA 171~B-10Z1, OR --election to have the aattar deterainsd at audit of the account of tho personal representative, OR --appeal to the Orphans' Court. ADNZN- ISTR&TIYE CORRECTIONS: Factual errors dJsoovernd on this assesseent should be addressed in writing to; PA Depart. ant of Revenue, Bureau of Tndividual Taxes, ATTN: Post Assessment Rsvia. Unit, Dept. Z80601, Harrisburg, PA 171Za-O&01 Phone (717) 787-6505. See page 5 of tho booklet "Instructions ~or Tnheritance Tax Return for a Resident Dsoedant' (REV-/SO1) ~or an explanation of ad~inistratively correctable errors. DTSCOUNT: If any tax due is paid within three (3) calendar .mnths after the decedent's death, a five percent (S5) discount of tho tax paid is allowed. PENALTY: The 1SS tax aanest~ non-participation penelt~ is onaputed on the tutu1 of the tax and interest assessed, end not paid before January 18, 1996, the first day after the end of tho tax amnesty period. This non-participation penalty is appealable in the seas gannet end in the the sase tiaa period as you would appeal the tax and interest that has been assessed es indicated on this notioe. TNTEREST: lntarest is charged beginning with first day of delinquanoy, or nine (9) months and one (1) day from the dots of death, to the date of payment. Taxes ~hich becnoe delinquent before January 1, 19aZ bear interest at the rate of six (6~) percent par armua calculatad at a dally late of .000184. All taxes ~hich bscano delinquent on and after January 1, 1982 Nil1 bear interest at s rata ahich Nil1 vary fro. calendar year to oalander year with that rate announced by the PA Dspartaant of Revenue. The applicable interest rates for 198Z through 2004 ere: Xntsrest Dally ~ntsrest Daily Tntarast Daily Year Rate Faotor Year Rate Factor Yser Rats Factor ~ ZO; .0005~8 1T~'8-1991 Ill .o00301 ~ 9Z .000Z47 1983 165 .000438 1992 95 .000247 2002 6~ . O0016~ 19g~, ll5 .000301 1993-199q 75 .000192 2003 ~Z .oool3? 19as 155 .00035& 199s-199g 9~ .00024? 2004 4~ .OOOllO 1986 iOZ .00027~ 1999 7Z · 000192 1987 105 · O00274 2000 75 . 000192 --Xntmrast is calculated as ~ollo~s: TNTEIIEST -- BALANCE OF TAX UHpA:rD X NUIfBER OF DAYS DgLTIII]UENT X D&TLy :]:NTEBE~T FACTOR --Any Notice issued after the tax becoass delinquent .ill reflect an interest oaloulstion to fifteen (1S) days beyond t~o dots cf the amsasslmnt. Tf payment is mede after the interest coeq~tatton dat~ she~ln on the Noticm, additional interest must be calculated. REV.~ 47(~ EX (6-88) ., INHERITANCE TAX co~Mo~LT, oF PE..SYLV^N~ EXPLANATION DEPARTMENT OF REVENUE Bu.E^U or ~ND~V,DU^, TAXES OF CHANGES DEPT. 280601 HARRISBURG PA 17128-0601 ~ DECEDENTS NAME REVIEWED BY James H McNeil Jr ~ Sandra J Eslinger 101 SCH!DULE NO. EXPLANATION OF CHANGES 15 The proceeds of life insurance policies on the life of the decedent are not subject to tax in the decedent's estate. Reduced to $0. Real estate taxes are not allowable deductions for the years after decedent's date of death. ROW Page IN THE COURT OF COMMON PLEAS OF CUMB~~ COUNTY, PENNSYLVANIA, ORPHANS' COURT DIVISION NO. OC- ~ IN RE: ESTATE OF JAMES H. McNEIL, JR. a/k/a JAMES H. McNEIL, LATE OF NORTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED NOTICE OF FTLING FIRST AND FINAL ACCOUNT Wl'l'~! ScltEDUL~ QF PRQPOSED DISTRIBUTIO? TO THE FOLLOWING: Beverly Prince Shawn McNeil 1935 V~mcent Avenue 112! Southerly Avenue Watsontown, PA 17777 /~vemess, FL 3~52 YOU ARE HEREBY NOTIFIED That Beverly Prince, Executrix of the Estate of James H. McNeil, Jr. a/k/a James H. McNeil, deceased, is about to file, on or before July 23, 2004, her First and Final Account with Schedule of Proposed Distribution, which includes a verified inventory of all real and personal estate of the Deceased, in the Office of the Clerk oftbe Orphans' Court of Cumberland County, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania 17013. A copy of the same is attached. If you object to any portion of the Account or the Schedule of Proposed Distribution, you must file objections with the Clerk of Orphans' Court by August 24, 2004, at 9:00 a.m. You are hereby warned that if no objections are filed, the Account and Schedule of Proposed Distribution will be confirmed by the Court on August 24, 2004, and distribution will be made in accordance with said Schedule. If you have any questions concerning this Notice you should contact either James T. Baldwin, Esquire, Attorney for the Estate, or/~can contact your own Attorney..~ / eveay rince, te&tr x of e ' ,. ,,~,~E.state of James H. McNeil, Jr. a/Fda James H. Vd oo 0~.~Paq~lcNeil, deceased edo 42 South From Street ZZ: [ d 0~ T[[' l~ Milton, PA 17847 Dated: July 19, 2004 ~!!!tA .~c- ~a!--,3!§o~ Telephone: (570) 742-8508 IN THE COURT OF COMMON PI.~-AS OF CUMBERLAND COUNTY, ORPHANS' COURT DIVISION NO. OC- IN RE: ESTATE OF JAMES H. McNEIL, JR. a/k/a JAMES H. McNEIL, LATE OF NORTH · . MIDDI.RTON TOWNSHIP, CUMB~~ COUNTY, PENNSYLVANIA, DECEASED PETITION FOR ~ONFIRMA~ON OF FIRST AND. FINAl. A C NT rrm SCH_~DULE g PR ED TRIB TI N TO THE HONORABLE, THE JUDGES OF SAID COURT: The Petition of Beverly Prince, Executrix of the Estate of James H. McNeil, Jr. a/Ma James H. McNeil, deceased, respectfully represents: 1. That James H. McNeil, Jr. a/k/a James H. McNeil, a resident of the Township of North Middleton, Cumberland County, Pennsylvania, died on the 19th day of December, 2002, having first made his Last Will and Testament dated October 1, 2001, which document was duly probated in the Office of the Register of W'dls in and for Cumberland County, Pennsylvania, and filed to File No. 2003-00200 on the 5th day of March, 2003. 2. That on March 5, 2003, Letters Testamentary were granted by the Register of Wills to your Petitioner, Beverly Prince, the Executrix named in the Will of the Decedent. 3. That notice ofthe grant of Letters in said Estate to your Petitioner was duly advertised in the Cumberland Law Journal on March 28, April 4, and April 11, 2003 and also in The Sentinel on March 26, April 2, and April 9, 2003. 4. That all debts of the Decedent which have come to the attention of your Petitioner have been paid in full or otherwise discharged by the applicable creditors, including but not limited to all applicable Pennsylvania Inheritance taxes. LAW OF'FI~£~ OF' -~..w.,; ,^u~w,. 5. That Notice of the filing of the Fir~ and Final Account with Schedule of Proposed MILTON, PA Distribution, together with a copy of the same, stating the date on which the Account and Schedule of Proposed Distribution will be presented to the Court for confirmation, will be given on July 19, 2004 by ordinary United States Mail, First Class postage prepaid, to: Beverly Prince Shawn McNeil 1935 Vincent Avenue 1121 Southerly Avenue -' Watsontown, PA 17777 Inverness, FL 34452 6. That except for the parties named in Paragraph 5 above, there are no other persons and/or entities known to your Petitioner to have or claim an interest in the Estate as creditor, beneficiary, heir, or next of kin. WHEREFORE, your Petitioner prays your Honorable Court to confirm her First and Final Account and Schedule of Proposed Distribution, and to award distribution in accordance with said a/Ida James H. McNeil, deceased Dated: July 19, 2004 LAW nFFIGE5 OF BALDWIN & BALDWIN MILTON, PA -2- COMMONWEALTH OF PENNSYLVANIA, ) ) SS: COUNTY OF NORTHUMBERLAND, ) Beverly Prince, Executrix o~the Estate of lames H. M~N~I, Ir. a/k/a James H. McNeil, deceased, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of her knowledge, information, and belief. SWORN to and subscribed before me this 19th day of July, 2004. Notary Public LAW' DFFIe£q DF BALDWIN & BALDWIN HILTflH, PA -3- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA, ORPHANS' COURT DMSION NO. OC- IN RE: ESTATE OF JAMES H. McNEIL, JR. a/k/a JAMES H. McNEII,, LATE OF NORTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DEC'EASEl) CERTIFI(~ATION OF COLINSEI. I hereby certify that in accordance with Rule 6.3 of the Pennsylvania Supreme Orphans' Court Rules, a proper notice of the filing of the First and Final Account of the Estate of James H. McNeil, Jr. a/k/a James H. McNeil, together with a copy of the complete Account and Schedule of Proposed Distribution attached hereto, was given by ordina~ United Stales Mail, First Class postage prepaid, to all known parties in interest. This includes all persons and/or entities known to the Accountant having or claiming an interest in the Estate as creditor, beneficiary, heir, or next of kin. es T. Baldwin, Esq. BALDWIN & BALDWIN 42 South Front Street Milton, PA 17847 ATTORNEY FOR THE ESTATE Dated: July 19, 2004 LAW GFFII~E~ rtF ~ALDW'IN & BALriWiN MILTn N, PA -4- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA, ORPHANS' COURT DIVISION NO. OC- IN RE: ESTATE OF JAMES H. McNEIL, JR. a/Ma JAMES H. McNEIL, LATE OF NORTH .~. : MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED FIRST AND ~FINAL A F BEVERLY P UTRIX DEBITS ACCOUNTANT CHARGES HERSELF as follows: With Inventory and Appraisement Real property situate at 48 Kingswood Terrace, North Middleton Township, Cumberland County, Pennsylvania $134,900.00 $134,900.00 Stock____~s One (1) Share of Kmart Corporation Common Stock in the name of James McNeil to Cusip,q482584 l0 9 $ 0.29 $ 0.29 Personal Property Fulton Bank,- Checking Account #2219-20892 in the name of James l:t. McNeil, Jr. $ 1,704.77 Perso.nal,o. rol~ ,.e~ty. owned by Decedent, a. pprmsea 0yMiehael P. Weaver, Licensed Auctioneer, on March 8, 2003  includes 1998 Ford Explorer valued at 6,100.00 and all other Items totalling $5,622.00) 11,722.00 Verizon Wireless, Rebate re: Deeedent's cellular phone 50.00 County of Cumberland, Veterans' death benefit 100.00 AV Consultants, Inc., Short term disability benefits payable to Decedent 1,253.32 -5- Delta Dental, Premium refund for Decedent's dental insurance 20.41 State Farm Mutual Auto Insurance Co., Premium refund for Decedent's veNcle insurance 57.31 _S_t~a_t~F~arm..Fire & C_as .ual, ty Company, Premium ,?~.mn, o xor riomeowners insurance on Decedent's res1¢lence 211.78 Jewelry owned by Decedent, appraised by Fedders Sewelers on May 22, 2003 970.00 United States Treasury, Tax refund for Year 2002 on Form 1040 2,019.00 A.V. Consultants, Inc., Decedent's final paycheck 107.64 A.V. Consultants, Inc., Reimbursement for business expenses advanced by Decedent prior to death 298.99 tEoR~DatunebeU~rsem?t for. 2003 C_oun_ty/Township Real iai_es ri'om August 29, 2003 (date of.~l~ ecember 31, 2003 , __v, 172.21 Reimbursement for 2003-64 School Real Estate taxes from August 29, 2003 (date of sale) to Sune 30, 2004 1,459.58 Veterans Administration, Death benefit 775.00 GMAC Mortgage Corporation, Balance in Decedent's M-o_rtgage Escrow Account as of December 19, 2002-(date of death) 1,053.04 Paychex Retirement Services, 401K Plan #022220 for A.V. Consultants, Inc., Client _00426-P587 in the name ofSames H. McNeil, Retirement Plan balance payable upon death 10 527 06 $ 32,502.11 ACCOUNTANT ALSO CHARGES HERSELF with the following: AARP Life Insurance Program, Term Life Insurance Policy for James H. McNeil, Jr., payable to Estate ($25,000.00 death benefits plus $327.29 interest) 25,327.29 ~w ,,~,Es ,r United States Treasury, Refund due per BALDWIN & BALDWIN M~T~N. p^ Decedent's 2002 Form ! 041 2,054.00 -6- Net profit fi.om sales of personal property items; Gross receipts fi.om tag sale and private sales ($4,627.23), PLUS value of items taken in kind on account of Executrix's commission ($1,643.08)~ LESS total appraised values of all items ~ 1998 Ford Explorer accounted for below ($5,622.00) 648.31 Milton Savings Bank, Interest earned on Estate Money Market Account Number 01-01000980 through June 30, 2003 (date of calculation) 250.34 GROSS ESTATE -$195,682.34 CREDITS ACCOUNTANT CLAIMS CREDIT as follows: Cronrath Funeral Home, Funeral expenses $ 10,648.00 Beverly Prince, Executrix0s Commission (Paid by $1,643.08 in personal property taken in kind + $970.00 in jewelry taken in kind + $0.29 in Kmart Stock taken in kind + $4,886.63 in cash) 7,500.00 Baldwin & Baldwin, Estate legal fees ($7,500.00) and Estate Notary fees ($20.00) 7,520.00 Cumberland County Register of Wills, Cost to Probate Will ($88.00) and three (3) Short Certificates ($12.00) 100. O0 George J. Geib, C.P.A, Preparation fee for 2002 Individual Income Tax Returns 175.00 U.S. Postmaster, Certified mail fee for mailing of Probate petition and Will to Cumberland County Register of Wills ~w rt.,ce: oF 4.88 BALDWIN & BALDWIN ~ta~. ~^ PPL Electric Utilities Corporation, Electric utility bills for Decedent's residence 563.10 -7- Carlisle Suburban Authority]North Middleton Authority, Sewer and Water utility bills for Decedent's residence 3 $4.10 Appalachian Orthopedic Center, Ltd., Medical bill for Decedent 15.00 U.S. Postmaster, Certified mall fee to Veterans Administration 5.34 Cumberland Law $ournal, Advertising cost of legal notice 75.00 Verizon Wireless, Final cellular phone bill for Decedent 107.87 Sprint, Final telephone bill for Decedent's residence 95.06 John Deere Credit, Final balance due for Decedent's lawn tractor 1,118.08 Fedders Jewelers, Appraisal fee for Decedent's jewelry 37.10 PA Department of Revenue, Tax due per 2002 PA-40 Tax Return 6.00 CTCB, Tax due per 2002 Local Earned Income Tax Return 664.62 Michael P. Weaver, Appraisal fee for Decedent's personal property 1 2 5.00 FedEx, Overnight mail fee re: sale of Decedent's real property 1 5.64 Cumberland County Register of W'dls, One (1) Short Certificate 3.00 Helen Jean Baylor, Deeedent's burial un/form 199.60 ~, o.,c~g D~ The Sentinel, Advertising cost of legal BALDWIN & BALDWIN ,f.~'o.. ,^ notice 105.$3 -8- Cumberland County Orphans' Court Clerk, Filing fees re: withdrawal of three (3) creditor's claims 15.00 Remax Realty Associates and Remax Professionals, Commission for sale of Decedent's residence 8,094.00 Cumberland County Recorder, 1% Realty Transfer Tax re: sale of Decedent's real property situate at 48 Kingswood Terrace, Carlisle, Pennsylvania 1,349.00 Remax Realty Associates, Processing service fee re: sale of Deeedent's real property 250.00 North Middleton Authority, Sewer charges paid at Settlement of real estate 76.80 Deed, notary, and overnight mailing fees charged by Shumaker Williams, P.C. re: sale of Decedent's real property 31.00 · 2003 County/Township Real Estate taxes paid for Decedent's residence 506.90 2003-04 School Real Estate taxes paid for Decedent's residence 1,706.18 State Farm Fire & Casualty Company, Homeowner's insurance for Decedent's residence 294.00 GMAC Mortgage Corporation, Outstanding mortgage on Decedent's residence (Note: Total payoff amount was actually $124,925.55, which included $1,454.04 for escrow overdrat~ repayment as a result of the payment of taxes and insurance itemized above) 123,471.51 Ford Motor Credit Company, Repossession of 1998 Ford Explorer valued at $6,100.00 on personal property appraisal 6,100.00 LAW OFFIII£S 12F BALDWIN & BALDWIN HILTON, PA -9- Ford Motor Credit Company, Settlement paid re: Loan Contract for purchase of 1998 Ford Explorer by Decedent secured by the vehicle; Balance owing on Contract ($15,980.31) PLUS repossession fee ($368.00) LESS gross proceeds from sale of vehicle by Ford Credit ($4,200.00) ~ LESS portion of debt written off`by Ford Credit as a compromise ($4,900.63) 7,247.68 Direct Merchants Bank, Account No. 5458003702325408 in the name of James H. McNeil, Jr., Total claimed due by Direct Merchants Bank ($4,288.93) LESS portion of debt written offby Direct Merchants Bank as a compromise ($1,715.57) 2,573.36 MBNA America, Account No. 74981997957024 in the name of James H. McNeil, Total claimed due by MBNA America ($6,554.20) LESS portion of debt written offby MBNA America as a compromise ($655.42) 5,898.78 Baldwin & Baldwin Trust Account, Miscellaneous allowance for future income taxes, Accountant's fees, Court Approved Account filing fee, and Summary of Estate Escrow Account filing fee, etc. 450.00 $187,502.13 ACCOUNTANT ALSO CLAIMS CREDIT as follows: Fulton Bank, Checking Account #2219-20892, Decrease in balance as a result of checks written by Decedent prior to death that cleared accoum after date of death 237.88 Paychex Retirement Services, 401K Plan #022220 for A.V. Consultants, Inc., Federal ($2,105.41) and PA State ($53.22) Income Taxes W'Rhheld from Retirement Plan balance that was paid upon death 2,158.63 George J. G-eib, C.P.A., Preparation of 2002 Estate Income Tax Returns 80.00 LAW OFFIP*ES DF BALDWIN & BALDWIN Cumberland County Register of Wills, mLTo,, p^ Filing fee for Pennsylvania Inheritance Tax return 10,00 $ 2,486.51 TOTAL CREDITS ...... -$_189,988,64 -lO- BALANCE FOR DISTRIBUTION $ 5,693.70 (GROSS ESTATE of $195,682.34 less TOTAL CREDITS of $189,988.64) ATTORNE, Y'S AND FIDU¢IARY'$ lm.g.S. COMMISSIONS, AND EXPEN, SE~ Attorney's Fees ($7,500.00) and Notary fees ($20.00) = $ 7,520.00 Total Fiduciary's Fees and Commissions ('Executrix's fees) = $ 7,500.00 .SCHEDULE OF PROPOSED DISTRIBUTION ACCOUNT BALANCE FOR DISTRIBUTION $ 5,693.70 Proposed to be distributed as follows to residuary heirs in accordance with Item Four of thc Last Will and Testameat of James H. McNeil, Jr. a/k/a James H. McNeil, deceased (to be eff~-ted following the approval by the Cumberland County Court of this First and Final Am): (1) Beverly Prince (50% of the residuary Estate) Cash $ 2,846.85 (2) Shawn McNeil (50% of the residuary Estate) Cash 2,846.85 5,693.70 TOTAL OF ALL DISTRIBUTIONS $ s,693.70 LAW nFFIGE5 OF BALDWIN & BALDWIN Mi'LT~ No PA -11- COMMONWEALTH OF PENNSYLVANIA, ) COUNTY OF NORTHUMBERLAND, ) Beverly Prince, Executrix of the Estate of Sames H. McNeil, 3r. a/k/a 3ames H. McNeil, deceased, being duly sworn according to law, deposes and says that the foregoing Account is true and correct, both as to the charge and discharge thereof. everlyPrince ~ -- SWORN to and subscribed before me this 19th day of Suly, 2004. Not~y Public LAW' ?mFFI~£S DF BALDWIN & BALDWIN MIL?~N, PA - 12 - IN TH~ COURT OF; COMMON PLEAS OF; CUMBE~ COUNTY, PENNSYLVANIA, ORPHANS' COURT DIVISION NO. OC-~ I- 05 -J~C' IN RE: ESTATE OF JAMES H. McNEIL, JR. a/k/a JAMES H. McNEIL, LATE OF NORTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED DECREE AND NOW, TO WIT,~, 2004, upon consideration o£the Petition ot Executrix o£ the Beverly Prince, E~ or James H. McNeil, Jr. aYk/a James H. McNeil, deceased, tot confirmation other First and Final Account with Schedule otProposed Distribution, it is hereby ORDERED, ADJUDGED, AND DECREED as follows, to wit: 1. That the said Account be and is hereby confirmed absolutely. 2. That the Schedule of Proposed Distribution contained in the Account is hereby confirmed absolutely, and distribution in accordance with said Schedule is hereby awarded BY THE COURT: BALDWIN & BALDWIN Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/10/2004 BALDWIN JAMES T 42 SOUTH FRONT STREET MILTON, PA 17847 RE: Estate of MCNEIL JR JAMES H File Number: 2003-00200 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6 12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS, COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 12/19/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge NOTICE: Please file this form with Register of Wills within two (2) years of Decedent's death. STATUS RF. PORT UNDER RULE 6.12 Name of Decedent: James H. McNeil, Jr. a/k/a James H. McNeil Date of Death: December 19, 2002 Will No. 2003-00200 Administration. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned Estate: 1. State whether administration of the Estate is complete: Yes No X 2. If the answer is No, state when the Personal Representative(s) reasonably believe(s) that the administration will be complete: Year 2005 3. If the answer to No. 1 is Yes, state the following: (a) Did the Personal Representative(s) file a final account with the Court? Yes No (b) The separate Orphans' Court No. (if any) for the Personal Representative's(s') account is: (c) Did the Personal Representative(s) 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: December 13, 2004 --~ Name James T. Baldwin, Esq. ,:2, Address 42 South Front Street rzz f,q ~ ~ Milton, PA 17847 · =, Telephone (570) 742- 8508 Capacity: __ Personal Representative(s) X Counsel for Personal r/o~h~/~t~t, do~ Representative(s) _~) Cumberland County - Register Of wills One Courthouse Square Carlislet PA 17013 phone: (717) 240-6345 Date: 11/15/2005 BALDWIN JAMES T 42 SOUTH FRONT STREET MILTONt PA 17847 RE: Estate of MCNEIL JR JAMES H File Number: 2003-00200 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESt NO. 103 SUPREME COURT RULES DOCKET NO. 1t for decedents dying on or after July 1t 1992t the personal representative or his counselt within two (2) years of the decedent's deatht shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 12/19/2005 Your prompt attention to this matter will be appreciated. Thank You. SincerelYt ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/28/2005 PRINCE BEVERLY 706 LINCOLN STREET MILTON, PA 17847 RE: Estate of MCNEIL JR JAMES H File Number: 2003-00200 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 12/19/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA, ORPHANS' COURT DIVISION NO. OC-21-2003-0200 # # # IN RE: ESTATE OF JAMES H. McNEIL, JR. a/k/a JAMES H. McNEIL, LATE OF NORTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYL VANIA, DECEASED # # # SUMMARY OF JAMES H. McNEIL. JR. a/k/a/ JAMES H. McNEIL ESTATE ESCROW ACCOUNT AND NOW, December 13, 2005, James T. Baldwin, Attorney for the Estate of James H. McNeil, Jr. a/k/a James H. McNeil, does hereby account for the $450.00 miscellaneous allowance received by the Baldwin and Baldwin Trust Account per the First and Final Account dated July 19,2004 and filed on July 20,2004 to the above Orphans' Court Number, and for any other funds received and/or paid out since said date of July 19, 2004, with all of said funds being summarized as follows, to wit: Monev Received: Baldwin and Baldwin Trust Account, Miscellaneous allowance per First and Final Account dated July 19,2004 $ 450.00 Milton Savings Bank, Interest earned on MMDA #101000989 from June 30,2004 to September 2,2004 (date of closeout) 21.36 P A Department of Revenue, Tax Refund per 2002 Form P A-41 38.00 $ 509.36 Monev Paid Out: Cumberland County Register of Wills and Orphans' Court Clerk, Filing Fee for First and Final Account (Paid on July 19, 2004) 134.00 C~, LAW OffiCES Of BALDWIN & BALDWIN MILTON, PA Federal Express Fee for Overnight Mailing of First and Final Account to Cumberland County Courthouse (Paid on August 11, 2004) .1.. .....J I""') 12.09 pi. PA Department of Revenue, Tax due per 2003 Form PA-41 (Paid on November 17,2004) 2.00 George 1. Geib, C.P.A., Preparation of 2003 Final Estate Income Tax Returns (Paid on November 17, 2004) 11 0.00 Cumberland County Register of Wills and Orphans' Court Clerk, Additional Probate Fees (Paid on January 18,2005) 175.00 Cumberland County Orphans' Court Clerk, Filing Fee for Summary of Estate Escrow Account (Paid on December 13, 2005) 15.00 Baldwin & Baldwin, Expenses for copies, postage, mileage, and telephone toll calls (Paid on December 13, 2005) 61.27 - $ 509.36 AMOUNT REMAINING IN ESTATE ____________ ------- - 0 - COMMONWEALTH OF PENNSYL VANIA, ) ) ss: COUNTY OF NORTHUMBERLAND, ) James T. Baldwin, Attorney for the Estate of James H. McNeil, Jf. aJk/a James H. McNeil, deceased, being duly sworn according to law, deposes and says that the foregoing Account is true and correct, both as to the charge and discharge thereof /J_ A /"'1 ..,./ 1 ~ ~~Wi~s;--L/" SWORN to and subscribed before me this 13th day of December, 2005. LAW DFFICES DF BALDWIN & BALDWIN MilTON, PA COMMONWEA TI-I Of PENNSYLVANIA Notarial Seal Rochelle E. Bastian, Notary Public Milton Boro, Northumbertand Countv My Commission Expires Sept. 17, 2OIl6 Member, Pennsy'v~nic' lIssocialion of Notaries aocw (~ fx01rC~ Notary Public b/estateslsummaryescrow 2 Law Offices 0/ BALDWIN &. BALDWIN E. TERRY BALDWIN, ESQ. JAM ES T. BALDWI N. ESQ. 42 SOUTH FRONT STREET MILTON, PA 17847 PHON E: (570) 742--8508 FAX: (S70) 742-4113 WM. W. BELFORD, II (1947-1998) RALPH L. BELFORD. SR. (1908-1949) December 13, 2005 Clerk of the Orphans' Court Cumberland County Courthouse Attn: Margie One Courthouse Square Carlisle, PA 17013-3387 In Re: Estate of James H. McNeil. Jr.: Social Securitv Number: 178-36-1681: Cumberland Countv File No. 2003-00200: Date of Death - December 19. 2002 Dear Margie: I am enclosing in reference to the above Estate the following items, to wit: (1) Summary of James H. McNeil, Jr. a/k/a James H. McNeil Estate Escrow Account. (2) Check for $15.00 payable to the Cumberland County Orphans' Court Clerk, representing the amount due to file the Summary. (3) My file copy of the Summary, which I would like you to date stamp on the front and then return to me by mail in the self-addressed stamped envelope, together with a receipt for the $15.00 filing fee. (4) Status Report under Rule 6.12 which was signed by me on December 13, 2005. (5) My file copy of the Status Report, which I would like you to date stamp on the front and mail it back to me in the envelope with the Summary and receipt. Thank you for your expected cooperation, and please feel free to contact me if you have any questions. Very truly yours, BALDWIN & BALDWIN James T. Baldwin JTB/reb Enclosures r/letterslmcneil STATUS REPORT UNDER RULE 6.12 Register of Wills for the County of Cumberland Name of Decedent: James H. McNeiL Jf. a/k/a James H. McNeil Date of Death: December 19. 2002 Will No. 2003-00200 Administration. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned Estate: 1. State whether administration of the Estate is complete: Yes X No 2. If the answer is No, state when the Personal Representative(s) reasonably believe(s) that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: (a) Did the Personal Representative(s) file a final account with the Court? Yes X No (b) The separate Orphans' Court No. (if any) for the Personal Representative's(s') account is: NO. OC-21-2003-0200. to which a First and Final Account was filed on July 20.2004 and confirmed by a Decree of the Cumberland County Court dated August 24.2004. and a Summary of Estate Escrow Account was subsequently filed thereto immediately prior to the filing of this Status Report. ( c) Did the Personal Representative( s) state an account informally to the parties in interest? Yes No X Date: (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. L -~~ ~nature Name December 13. 2005 James T. Baldwin. Esq. r- Address 42 South Front Street c~ Milton. P A 17847 Telephone (570) 742- 8508 ...::1'" r/other/statrept.doc Capacity: Personal Representative( s) X Counsel for Personal Representative( s) vi::