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Home My WebLink About03-0963PETITION FOR PROBATE and GRANT OF LETTERS Estate of also known as William H. McKeon cial Security No. 183-12-3320 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the executors named in the last will of the above decedent, dated October 14~ 2002 and codicil(s) dated N/A No. 21-03- ~,-~ To~ Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania (state relevenat circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with the Decedent's last family or principal residence at 442 Walnut Bottom Road (Carlisle Borou§h)~ Carlisle, PA 17013 (list street, number and municipality) Decedent, then 87 years of age, died at 442 Walnut Bottom Road, Carlisle~ Penn.qylvanla Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted .after execution of the will offered for probate; was not the victim of a killing and was never adjudicated ~ncompetent: Kathryn Shoemaker McKeon died February 13~ 2003 Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: October 16, 2003 500,000.00 0.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary thereon. K~'hy l~SKeon R6dgers / ~r - 315 Gl'6ndale Street Carlisle, Pennsylvania (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRSENTATIVE COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed e this/~:7day of November 2003 .~~cKeon;Rodgers/ -~- - Register Estate of William H. McKeon , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW~')Ff_5~, ~ ,2003 in consideration of the petition on the reverse side he~reof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated October 14, 2002 described therein be admitted to probate and filed of record as the last will of William H. McKeon and Letters Testamentary are hereby granted to Kathy McKeon Rodgers Probate, Letters, Etc. Sho~t Certificates( ) ~a~ion FEES $ x. ~-,/-~, oo $ /~'~ $ Total $ Filed ~'. ?..-,~,~,....~ ...~... ................... Robert G. Frey, 46397 A'ITORNEY Ss-uP. Ct. I.D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS ROBERT G. FREY, codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that he was present and saw William H. McKeon, the testator, sign the same and that he signed as a witness at the request of the Testator, his presence and (in the presence of each other) (in the presence of the other subscribing witness(es). Sworn to or affirmed and subscribed before ~' ~""' _~..__day of ~,~ister 5 South Hanover St., Carlisle, PA 17013 (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS ROBERT M. FREY, (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that he is familiar with the signature of William H. McKeon, the Testator of (one of t the will presented herewith and that he believes the signature on the will is in the handwriting of William H. McKeon, to the best of his knowledge and belief. Sworn to or affirmed and subscribed before %/../t h i s / ~) 7-/-/ day of Regist~,r / Robert M. Frey~ 5 South Hanover St., Carlisle, PA 17013 (Name) (Address) his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 74S704 No. Local Registrar OCT 1 7 200 Date I~tll~ KINK COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH ,. W:l. lll.am H McKeon · · ~'~ '. 183 -- 12 -- 2 4 ,/ 03 ~ 87 ~,.~ : ~ . ~5/31/1916 [No~h Wales,PA 442 Wa~ut ~t~ ~d ~'~'~ ,7..n.,. PA ~lisle, PA 17013 I~*~ ,~ Willi~ J~ ~K~n I',. ~ - ~n $. ~-S IINF~M~'S ~IU~ ~.315 Gl~le St~t, ~rl~sle, PA 17013 ~.t. Patrick's N~ ~rl~sle, PA 17013 012633'L Brokers ~eral ~, ~rlisle, PA 17013 LAST WILL AND TESTAMENT OF WILLIAM H. McKEON I, WILLIAM H. McKEON, married man, of South Middleton Township, Cumberland County, Pennsylvania (mailing address: 19 Strawberry Drive, Carlisle, Pennsylvania 17013), being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor to pay all of my debts to which I am bound and the expenses of my funeral, last illness, and of the administration of my estate as soon after my death as may be found convenient to do so. I further direct that my hereinafter named Executor make arrangements for my burial at the family grave at St. Patrick's Cemetery and that the expense of engraving the gravemarker at the said family grave be paid as soon as practicable after my ~teath as a part of the expense of the administration of my estate. 2. I declare that I am married to Kathryn Shoemaker McKeon, and that I have one daughter, Kathy McKeon Rodgers. I further declare that I have no other children. 3. I give and bequeath all my tangible personal property, including automobiles, together with all insurance on such property, to my wife, Kathryn Shoemaker McKeon, provided she shall survive me by a period ninety (90) days. In the event that my said wife should predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all of my said tangible personal property shall be added to the residue of my estate. 4. I give and bequeath an amount equal to the balance in my Individual Retirement Account at the time of my death to those persons and in the proportions as stated below. Doris McHugh Christensen 12 Cedar Court Carlisle, PA 17013 1% Peggy McHugh Dean · +~.~- Kelling Lane Glencoe, IL 60022 0.5% Charles Henery 1121 Hagy Lane, Box 234 Dauphin, PA 17108 Susan Kolva Leitzel 653 Ridge Street Halifax, PA 17032 2% 0,5% Paul Kolva, Sr. 313 West Main Street Lykens, PA 17048 Paul Kolva, Jr. Hamilton Dr, R.D. 4 Chambersburg, PA 17201 0.5% 1% Page 1 of 6 pages Robert Kolva 300 Market Street Lykens, PA 17048 Kathryn Lenker RD 1, Box 201 Millersburg, PA 17061 Edna McHugh Collins 19964 Window Rock Drive Surprise, AZ 85374 Joseph & Eleanor McHugh 116 Pine Tree Drive Newville, PA 17241 Rev. Andrew J. Fontanella Personal 140 E. Pomfret Street Carlisle, PA 17013 Laura McKeon Rodgers 250 South Pitt Street Carlisle, PA 17013 Allison E. Rodgers 250 South Pitt Street Carlisle, PA 17013 Kathy McKeon Rodgers 250 South Pitt Street Carlisle, PA 17013 William Rodgers 250 South Pitt Street Carlisle, PA 17013 Dorothy Schwenk 449 North Street Lykens, PA 17048 Chris Skocznski 530 Clermont Drive Harrisburg, PA 17112 Nancy McHugh Vincent 110 Hillcrest Road Camp Hill, PA 17011-1905 William Rodgers 1118 Poplar Avenue Tyrone, PA 16686 1% 1.0% 5% 2.5% 5% 10% 10% 10% 10% 0.75% 5% 0.5% 0.5% Page 2 of 6 pages Karen Byers 1025 S. West Street Carlisle, PA 17013 0.5% Nancy L. Mallein 250 McKnight St. Carlisle, PA 17013 1.5% Randy Brenneman 35 Parker Street Carlisle, PA 17013 0.5% Joyce Palm 254 W. North St. Carlisle, PA 17013 0.5% Kathryn Shoemaker McKeon 19 Strawberry Drive Carlisle, PA 17013 20% Hans & Betty Uberseder 25 Front St. Lititz, PA 17543 0.5% Lois Stum 356 Roxburry Road Newville, PA 17241 1% Russell Allen 5 Shakespeare Dr. Singing Spring, PA 19608 1% John Sward 150 Garfield Drive Carlisle, PA 17013 0.5% Should any persons predecease me or fail to qualify me by a period of ninety (90) days, that share shall lapse and be added to the residue of my estate. Further, any balance remaining after the payment of the above-stated bequests shall be added to the residue of my estate. 5. I give and bequeath the sum of $500.00 to St. Patrick Church, Carlisle, Pennsylvania. 6. All the rest, residue, and remainder of my estate, real, personal, or mixed, and wheresoever the same may be situate, I give, devise, and bequeath as follows: a. 5% to my grandchild, Laura McKeon Rodgers. b. 5% to my grandchild, Allison E. Rodgers. c. 90% to my daughter, Kathy McKeon Rodgers. Page 3 of 6 pages Provided, however, that each shall survive me by a period of ninety (90) days, and if any of the above-named persons fail to so survive me, the share that person would have received shall pass to her issue per stirpes, and if there be no such issue, the share shall lapse and be added to the remaining share or shares. 7. Should any person less than 21 years of age be entitled to distribution from my estate, in such event the share that person would otherwise have received shall be paid to my daughter, Kathy McKeon Rodgers and her husband William G. Rodgers, or either of them, in trust. I authorize the herein named trustee to receive and invest the same, and to pay the income arising therefrom, together with so much of the principal thereof as in his or her opinion is necessary or desirable to be expended for the proper maintenance, support, and education of such person, to or for the benefit of such person, and upon such person attaining 21 years of age to pay to him or her the then remaining principal together with any undistributed income. 8. I direct that all inheritance, estate, and succession taxes payable by reason of my death with respect to property passing under my will or any codicil of my will, pursuant to any beneficiary designations contained in any insurance policies on my life, or pursuant to any joint ownership with me of any property, shall be paid out of residue of the estate without charge or contribution from any person so receiving property as aforesaid. 9. I hereby nominate, constitute, and appoint my daughter, Kathy McKeon Rodgers, as Executrix of this my Last Will and Testament, but should she predecease me or fail to qualify, then in such event I nominate, constitute, and appoint William G. Rodgers, as Executor, and I further direct that neither of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 10. In addition to the powers conferred by law, my herein named Executors and Trustees are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging, or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds, or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds, and other securities, the powers of an individual owner who is under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. Page 4 of 6 pages d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any Such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase money arising therefrom. e. To keep on hand and uninvested such moneys as may be deemed proper and for such period as may be found expedient. f. To compromise, settle, or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or rnore of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or .property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. Authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. Page 5 of 6 pages IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on 6 pages, this /t{/~ day of October, 2002. (SEAL) WILLIAM H. McKBON Signed, sealed, published and declared, by WILLIAM H. McKEON, the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Page 6 of 6 pages LAST WILL AND TESTAMENT OF WILL/AM H. McKEON FREY & TILEY ATTO R N EYS -AT- LAW 5 South Hanover Street Carlisle, PA 17013 Telephone (717) 243-5838 Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Date of Death: 0 C .~--~ ~ L.f- I(~ Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of~he Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on ~J o~'~ ~_. ~,~.~- Z ~. 2Oo ~ I Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Signature Name Address Telephone ('7/~ Z/-st'3 -- Capacity: /~Personal Representative Counsel for personal representative Doris McHugh Christensen 12 Cedar Court Carlisle, Pennsylvania 17013 Peggy McHugh Dean 422 Kelling Lane Glencoe, IL 60022 Charles Henery 1121 Hagy Lane, Box 234 Dauphin, PA 17108 Susan Kolva Leitzel 653 Ridge Street Halifax, PA 17032 Paul Kova, Sr. 313 West Main Street Lykens, PA 17048 Paul Kolva, Jr. Hamilton Drive, R.D. 4 Chambersburg, PA 17201 Robert Kolva 300 Market Street Lykens, PA 17048 Kathryn Lenker 2391 Route 209 Millersburg, PA 17061 Edna McHugh Collins 14478 West Powderhorn Surprise, AZ 85374 Eleanor McHugh 116 Pine Tree Drive Newville, PA 17241 Rev. Andrew J. Fontanella 4188 Lawson Barnes Road Crisfield, MD 21817 Laura McKeon Rodgers 315 Glendale Street Carlisle, PA 17013 Allison E. Rodgers 315 Glendale Street Carlisle, PA 17013 Kathy McKeon Rodgers 315 Glendale Street Carlisle, PA 17013 William Rodgers 315 Glendale Street Carlisle, PA 17013 Dorothy Schwenk 449 North Street Lykens, PA 17048 Chris Skocznski 530 Clermont Drive Harrisburg, PA 17112 Nancy McHugh Vincent 2601 Garden Hill Drive, Apt. 202 Raleigh, NC 27614 William Rodgers 1118 Poplar Avenue Tyrone, PA 16686 Karen Byers 1025 S. West Street Carlisle, PA 17013 Nancy L. Mallein 30 Pine Creek Drive Carlisle, PA 17013 Randy Brenneman 35 Parker Street Carlisle, PA 17013 Joyce Palm 257 Bohnybrook Road Carlisle, PA 17013 Hans & Betty Uberseder 25 Front St. Lititz, PA 17543 Lois Stum 356 Roxburry Road Newville, PA 17241 Russell Allen 5 Shakespeare Dr. Singing Spring, PA 19608 John Sward 356 Dogwood Drive Delmont, PA 15626 St. Patrick Church 87 Marsh Drive Carlisle, PA 17013 ;oMMo,; ,,oF REV-1500 PENNSYLVANIA I INH DEPT.2~1 ~ ERITANCE RETURN DECEDENTS N~ Z William H. McKeon DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 10/16/2003 5/31/1916 IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~o_~ O~a3 [~]~. OeceqenlOiedTestate(AttachcopyofWill) Robert G. Frey FIRM NAME (If A,opricable) 0 Supplemental Return z Future interest Compromise (date of death after 12-12-82) Deceqent Maintained a Living Trust (Ailach copy of Trust) COMPLE3E MAILING ADDRESS 5 South Hanover Street Carlisle, PA 17013 OFFICIAL USE ONLY FILE NUMBER 21-03-0963 183-12-3320 REGIS/mai( OF WILLS SOCIAL SECURITY NUMBER F-~5. Federal Est=re Tax Return Required .~0 8. Total Number of Safe Deposit Soxes ~m)l 1. Election IO tax under Sec. 9113(Al (Attach Sch O) 717-243-5838 1. Real Estate (Schedule A) (1) .NONE 2. Stocks and Bonds (Schedule S) (2) - 3. Closely Held Co~oration, Partnership or Sola-Propitetomhip (3) NONE 4. Mortgages & Notes Receivabla (Schedule D) (4) NONE 5. Cash, Bank Deposits & Miscellaneous Personal Properly (Schedule E) (5) 6. JolnityOwned Property (Schedule F) NONE [r--'~ Seqamta Billing Requested (6) 7. Inter-Vivos Transfer& Miscellaneous Non-Probate Property (Schedule G or L) (7).NONE 8. TOTAL GROSS ASSETS (total Lines 1-7} 9. Funeral Expenses & Administrative Costs (Schedule H) (9)., 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10) 11. TOTAL DEDUCTIONS (total Lines 9 & 10) 12. NET VALUE OF ESTATE (Line 8 minus Line 11) 13. Charitable and Govemrnental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Vstue Subject to Tax (Line 12 minus Line 13) 297,974 100~457 (8) .. 8,741 478 (12) (13) (14) _ 398~431 9,219 389~212 500 388~71~ SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate ,or transfers under Sec.9116 (a)(t .2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibrlag rate 18. Amount of Line 14 taxable at collatarar rate 19. Tax Due x .0 385,512 x .0 45 x .12 2,700 x .15 (is) (17) (la) (lei_ 0 17,348 0 405 ~17,753 William H. McKeon 183-12-3320 217 De(~edent's Complete Address: STREET ADDRESS Inut Bottom Road STATE Pennsylvania ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CredOs/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 15,000 750 (t) 17~753 Total Credits ( A + B + C ) (2) 3. Interest/Penalty ~ applicable D. Interest E, Penalty Total InterestJPenarty ( D + 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 e refund (4) 5. if line 1 + line 3 is grester than line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (Se) 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 properly transferred or its income; ........... [] [] C. retain a reversionary interest; or .............................. [] [] d. receive the promise for lifo of either payments, benefits or care? ................. [] [] 2. If death occurred after December 12,1982,did decedent transfer properly within one year of death without receiving adequate consideration? ............................ [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .... [] [] 4. Did decedent own an Individual Retirement Account, annuity or other non-probate pmper[y which contains a beneficial'/desi~lnation? ............................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penaltie~ of perjvly, I declare tha~ I have examined this return, including act~mpanying schedules and statements, and to the best of my kr~wledge and belief, il Ls true, 15,750 0 0 2~003 2,003 SIGNATUREO PE ON RESPONSIB OR lUNG RETURN DATE Decemberc~.~ DATE December ~ ~ 2004 5 South Hanover Sl~eet~ Carlis~ PA 17013 For dates of death on or afte¢ July t, 1994 and befcl e Januwy 1 1995, the tax rote imposed on the net value of trarlsfers lo or for the use of the survNtng spouse ~ 3% [72 P S Section 91 t 6 (a}(l. 1 For dates of death on or after Jan[~ry t, 1995. the tax tale impOsed on the net value of transfers ~o or for the use of the surviving spouse [s 0% [72 P S Section {~ 116 (a)(1 1 )(ii)] The statute does not exempt a transfer to a surviving spouse lrom tax, and the statutory reqL~iremenLs for d~sclosure of asse~s and fl~lng a tax return are still applicable even if the surviving spouse is the only beneficiary For dates Gl death on or after July 1, 2000: The tax rate impOsed on [he net val~e of {ransfers from a deceased child Iwenty-one years of age or younger at dea[h to or for the use of a ns ur'al paten[ an adoptive patent, or a s~epparenl of the child is 0%172 P.,S Section 9116(a)(1 2)]. ' The tax ra~e imposed on the r~t Value of f ransfers to or for the use of the decedent's lineal beneficiaries b 45%, except as noted In 72 PS. Section 9116( 1.2) [72 P.S Section 9116(a)(1 )] The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is ir)dh/id ual who has at least one parent in common with the decedent, whether by blood or adoption 217 REV-1503 EX+ (6~98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER William H. McKeon 2%03-0963 All proper~j jolnfly..owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. Merdll Lynch Individual Retirement Account 88 Shares, Agilent Technologies, CUSIP 00846U101 59 shares AT&T Wireless, CUSIP 00209A106 50 shares, Carlisle Cos., CUSIP 142339100 50 shares, Dell, CUSIP 24702R101 50 shares, PEPSICO, Inc., CUSIP 713448108 100 shares, Rite Aid Corp., CUSIP 767754104 107 shares, Wachovia, CUSIP 929903102 7642 shares, Blackreck Gov. Income Fund, CUSIP 090929729 3750 shares, Eaton Vance Ltd. Duration Income Fund, CUSIP 27828H105 3671 shares, Evergreen Sel. Adjustable Rate Fund, CUSIP 299913103 1600 shares, John Hancock Pfd. Income Fund, CUSIP 41021P103 3266 shares, Neuberger Berman Real Estate TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) 8,244 2,130 491 2,609 1,813 2,393 585 4,785 75,656 69,094 35,058 38,600 56,518 $ 297~974 AT ' REV-1508' EX + (1.97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAN eETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER William H. McKeon 21-03-0963 iTEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1, M & T Bank Account No. 1348205 Accrued interest on the above account M & T Bank Account No. 15004204212936 Accrued interest on the above account 1978 Cadillac, see appraisal attached TOTAL (Also enter on line 5~ Recapitulation) more space is needed, insert additional sheets of the same size) 19,870 13 74,348 26 6,200 $ 100,457 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER William H. McKeon 21-03-0963 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 2+ 2+ 5. 6. 7. 8. 9, FUNERAL EXPENSES: Carlisle Memorial Services, Inscription Luncheon following Memorial Service ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Secudty Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attumey Fees Family Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparers Fees Emergency Room Physicians Automobile appraisal Death Certificates State Zip 125 606 7,500 368 15 100 27 TOTAL (Also enter on line 9, Recapitulatio~ $ 8~741 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (6-98) AT COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER William H. McKeon 21-03-0963 Include unrelmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Pennsylvania income tax owed 478 TOTAL (Also enter on line 10, Recapitulation) $ 478 (If more space is needed, insert additional sheets of the same size) 217 REV-1513 EX + (9~30) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE T,~X RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER William H. McKeon 21-03-0963 NUMBER 1. 2. 3. 4. II. 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Specific Bequests, see attached RELATIONSHIP TO DECEDENT Do Not List Trustee{s) 5% Laura McKeon Rodgers 315 Glendale Street Carlisle, PA 17013 Allison E. Rodgers 315 Glendale Street Carlisle, PA 17013 Kathy McKeon Rodgers 315 Glendale Street Carlisle, PA 17013 Granddaughter Granddaughter Daughter AMOUNT OR SHARE Of ESTATE 5% TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 500 (If more space is needed, insert additional sheets of the same size) B. CHARITABLE AND GOVERNMENTAL D[B'I~ISUTIONS St. Patrick's Chumh 140 East Pomfret Street Carlisle, PA 17013 NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MACE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18~ AS APPROPRIATE~ ON REV-1500 COVER SHEET 5OO 9O% Specific Bequests: Doris McHugh Christensen 12 Cedar Court Carlisle, Pennsylvania 17013 Peggy McHugh Dean 422 Kelling Lane Glencoe, IL 60022 Charles Henery 1121 Hagy Lane, Box 234 Dauphin, PA 17108 Susan Kolva Leitzel 653 Ridge Street Halifax, PA 17032 Paul Kova, Sr. 313 West Main Street Lykens, PA 17048 Paul Kolva, Jr. Hamilton Drive, R.D. 4 Chambersburg, PA 17201 Robert Kolva 300 Market Street Lykens, PA 17048 Kathryn Lenker 2391 Route 209 Millersburg, PA 17061 Edna McHugh Collins 14478 West Powderhorn Surprise, AZ 85374 Eleanor McHugh 116 Pine Tree Drive Newville, PA 17241 Rev. Andrew J. Fontanella 4188 Lawson Barnes Road Crisfield, MD 21817 Friend Friend Friend Friend Friend Friend Friend Friend Friend Friend Friend 82.44 41.22 164.88 41.22 41.22 82.44 82.44 82.44 412.20 206.10 412.20 Laura McKeon Rodgers Granddaughter 824.40 315 Glendale Street Carlisle, PA 17013 Allison E. Rodgers 315 Glendale Street Carlisle, PA 17013 Kathy McKeon Rodgers 315 Glendale Street Carlisle, PA 17013 William Rodgers 315 Glendale Street Carlisle, PA 17013 Dorothy Schwenk 449 North Street Lykens, PA 17048 Chris Skocznski 530 Clermont Drive Harrisburg, PA 17112 Nancy McHugh Vincent 2601 Garden Hill Drive, Apt. 202 Raleigh, NC 27614 William Rodgers 1118 Poplar Avenue Tyrone, PA 16686 Karen Byers 1025 S. West Street Carlisle, PA 17013 Nancy L. Mallein 30 Pine Creek Drive Carlisle, PA 17013 Granddaughter Daughter Son-in-law Friend Friend Friend Friend Friend Friend 824.40 61.83 412.20 41.22 41.22 41.22 123.66 Randy Brenneman 35 Parker Street Carlisle, PA 17013 JoycePalm 257 Bonnybrook Road Carlisle, PA 17013 Friend Friend 41.22 41.22 Hans&BettyUberseder Friend 41.22 25Front St. Lititz, PA 17543 Lois Stum 356 Roxburry Road Newville, PA 17241 Russell Allen 5 Shakespeare Dr. Singing Spring, PA 19608 John Sward 356 Dogwood Drive Delmont, PA 15626 Friend Friend Friend 82.44 82.44 41.22 Baumanns ,zl utomotive Appraisal Services 1319 Spring Road Carlisle, P,, 17013 Appralsals...Pre-purehase inspections...Research 717-240-0386 e-mail-heybowz~_ffa, net Date:03~22~04 Name:Kathy Rodgers Street:31$ Glendale Street City:Cariisle Pa,17013 Subject:1976 Cadillac Coupe DeViile"E1Deora" Vin#6D4 7S6Q284 723 Dear Kathy Rodgers Enclosed please find your appraisal report of the 1976 Cadillac Coupe DeVille. The vehicle was inspected on 03/22/04 by John Baumann as per your request. The inspection was performed to determine the "fair market value ". Fair market value is determined from auction and private sales of similar condition vehicles. B.~4.A.S. scoring is as follows... A=Superb/Min~Show or trailered vehicle. No wear..4s new. Not driven B=Exeilent. Quality restoration or excellent original. Minimal wear. Limited driver. C=-Very Good. Some wear or older restoration. Very good original. Street Driven. D=Goot~ Original showing proper wear for age. Older amateur restoration. Driven almost daily. E. =Below. average. More than allowable wear for age. Rust or dents. Not m running condition. F=Poor. Parts or donor car. Frame or floor rust. Incomplete vehicle. Based on our research. Fair market value for this 1976 Cadillac Coupe DeVille Vin#6D4 7S6Q284723 is.. $6200.00.. This was based on the vehicle. Condition and fair market value of other vehicles sold in similar condition. 499 Mitchell Road, Millsboro, DE 19966 MaiI Code DE-MB-12 Frey & Tiley Attorneys At Law 5 South Hanover Street Carlisle, PA 17013 Phone (302) 934-2909 F ax 002) 934-2955 December 15, 2003 Re: Estate of William H McKeon Social Security: 183-12-3320 Date of Death: October 161 2003 Dear Sir or Madam: Per your inquiW dated November 21, 2003, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Account Number Ownership (Names oJ) Opening Date Balance on Date of Death Accrued Interest Total Checking Account 1348205 William H McKeon Kathy McKeon Rodgers, POA 11/01/96 $19,870.41 $ 13.24 7~e of Account Account Number Ownership (Names oJ) Opening Date Balance on Date of Death Accrued Interest Total Savings Account !500420,1212936 William H McKeon 06/03/03 $74,347.96 $ 26.48 For further account information, closures and/ur reimbursement of funds please call the High Street Carlisle Office at #71%240-4536. Please be advised, there was no safe deposit box found for the above decedent. Merrill Lynch November 24, 2003 Richard M. Coffee Vice President Financial Advisor Private Client Group 214 Senate Avenue Suite 501 Camp Hill, Pennsylvania 17011 717 975 4626 800 937 0735 FAX 717 975 4663 Richard_Col fee~ral.com Frey & Tiley Attorneys-At-Law Attn.: Robert Frey 5 South Hanover Street Carlisle, PA 17013 RE: Estate of William H. McKeon Dear Mr. Frey, As per the request of Kathy McKeon Rodgers, executrix, I am sending you the date of death value of the above referenced account as of October 16, 2003. Enclosed is the historical pricing sheet that shows the value of all securities held in the account on that date, as well as copies of his October statement. Please contact me with any questions you may have. wyn Wertz ~ Client Associate to Richard Coffee Financial Advisor Encl. 016J2 - AGILENT TECHNOLOGIES INC Date High Price 10/16/2003 24.390 Historical Pricing Inquiry Cusip: 00846U101 Low Price Close Price Volume 24,020 24.320 1662800 019A2- AT~TWIRELESSSVCSINC Cusip: 00209A106 Date High Price Low Price Close Price Volume 10/16/2003 8,400 8.230 8,270 11639000 14289 - CARLISLE COS INC Cusip: 142339100 Date High Price Low Price Close Price Volume 10/16/2003 52.800 51.560 52,030 562100 228M8 - DELL INC Cusip: 24702R101 Date High Price Low Price Close Price Volume 10/16/2003 36,770 35.750 36.510 15033000 31E27 - EATON VANCE LTD DURATION INC Date High Price 10/16/2003 18.500 Cusip: 27828H105 Low Price Close Price Volume 18.350 18.400 235400 31FB8 - HANCOCK JOHN PFD INCOME FDI Date High Price 10/16/2003 24.240 CuSp: 41021P103 Low Price Close Price Volume 24.010 24.010 65200 60739 - PEPSICO INC Cusip: 713448108 Date High Price Low Price Close Price Volume 10/16/2003 48.080 47.620 48,020 3204000 65005 - RITE AID CORP Cusip: 767754104 Date High Price Low Price Close Price Volume 10/16/2003 5,950 5,740 5.770 4490000 97U81 - BLACKROCK FDS Cusip: 091929729 Date Bid Price Offer Price 10/16/2003 9.900 9,900 H9AE7- HOUSEHOLD FIN Cusip: 44181EUC0 Maturity: 5/15/23 Coupon: 5.5 Date High Price Low Price Close Price Volume 10/16/2003 88,720 88.720 The information has been obtained from sources we believe to be reliable but we do not guarantee its accuracy. Past performance is not indicative of future performance. 9D9UO-WACHOVIA CORP 2ND NEW Date High Pdce 10/16/2003 45.120 Historical Pricing Inquiry Cusip: 929903102 Low Price Close Price Volume 44.320 44.820 5348000 97KL7- BLACKROCK FDS Date 10/16/2003 Cusip: 091928374 Bid Price Offer Price 11.040 11.560 97P31 -EVERGREEN SELECT ADJRATE FD Date Bid Price 10/16/2003 9.550 Cusip: 299913103 Offer Price 9.550 The information has been obtained from sources we believe to be reliable but we do not guarantee its accuracy. Past performance is not indicative of future performance. LAST WILL AND TESTAMENT OF WILLIAM H. McKEON I, WILLIAM H. McKEON, married man, of South Middleton Township, Cumberland County, Pennsylvania (mailing address: 19 Strawberry Drive, Carlisle, Pennsylvania 17013), being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking and making void any and ail Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor to pay all of my debts to which I am bound and the expenses of my funeral, last illness, and of the administration of my estate as soon after my death as may be found convenient to do so. I further direct that my hereinafter named Executor make arrangements for my burial at the family grave at St. Patrick's Cemetery and that the expense of engraving the gravemarker at the said family grave be paid as goon as practicable after my death as a part of the expense of the administration of my estate. 2. I declare that ! am married to Kathryn Shoemaker McKeon, and that I have one daughter, Kathy McKeon Rodgers. I further declare that I have no other children. 3. I give and bequeath all my tangible personal property, including automobiles, together with all insurance on such property, to my wife, Kathryn Shoemaker McKeon, provided she shall survive me by a period ninety (90) days. In the event that my said wife should predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all of my said tangible personal property shall be added to the residue of my estate. 4. I give and bequeath an amount equal to the baiance in my Individuai Retirement Account at the time of my death to those persons and in the proportions as stated below. Doris McHugh Christensen 1% 12 Cedar Court Carlisle, PA 17013 Peggy McHugh Dean · +~ Kelhng bane Glencoe, IL 60022 Charles Henery 1121 Hagy Lane, Box 234 Dauphin, PA 17108 Susan Kolva Leitzel 653 Ridge Street Halifax, PA 17032 Paul Kolva, Sr. 313 West Main Street Lykens, PA 17048 Paul Kolva, Jr. Hamilton Dr, R.D. 4 Chambersburg, PA 17201 0.5% 2% 0.5% 0.5% 1% Page 1 of 6 pages RolSert Kolva 300 Market Street Lykens, PA 17048 Kathryn Lenker RD 1, Box 201 Millersburg, PA 17061 Edna McHugh Collins 19964 Window Rock Drive Surprise, AZ 85374 Joseph & Eleanor McHugh 116 Pine Tree Drive New~ille, PA 17241 Rev. Andrew J. Fontanella Personal 140 E. Pomfret Street Carlisle, PA 17013 Laura McKeon Rodgers 250 South Pitt Street Carlisle, PA 17013 Allison E. Rodgers 250 South Pitt Street Carlisle, PA 17013 Kathy McKeon Rodgers 250 South Pitt Street Carlisle, PA 17013 William Rodgers 250 South Pitt Street Carlisle, PA 17013 Dorothy Schwenk 449 North Street Lykens, PA 17048 Chris Skocznski 530 Clermont Drive Harrisburg, PA 17112 Nancy McHugh Vincent 110 Hillcrest Road Camp Hill, PA 17011-1905 William Rodgers 1118 Poplar Avenue Tyrone, PA 16686 1% 1.0% 5% 2.5% 5% 10% 10% 10% 10% 0.75% 5% 0.5% 0.5% P~e2of6p~es Karen Byers 1025 S. West Street Carlisle, PA 17013 0.5% Nancy L. Mallein 250 McKnight St. Carlisle, PA 17013 1.5% Randy Brenneman 35 Parker Street Carlisle, PA 17013 0.5% Joyce Palm 254 W. North St. Carlisle, PA 17013 0.5% Kathryn Shoemaker McKeon 19 Strawberry Drive Carlisle, PA 17013 20% Hans & Betty Uberseder 25 Front St. Lititz, PA 17543 0.5% Lois Stum 356 Roxburry Road Newville, PA 17241 1% Russell Allen 5 Shakespeare Dr. Singing Spring, PA 19608 1% John Sward 150 Garfield Drive Carlisle, PA 17013 0.5% Should any persons predecease me or fail to qualify me by a period of ninety (90) days, that share shall lapse and be added to the residue of my estate. Further, any balance remaining after the payment of the above-stated bequests shall be added to the residue of my estate. 5. I give and bequeath the sum of $500.00 to St. Patrick Church, Carlisle, Pennsylvania. 6. All the rest, residue, and remainder of my estate, real, personal, or mixed, and wheresoever the same may be situate, I give, devise, and bequeath as follows: a. 5% to my grandchild, Laura McKeon Rodgers. b. 5% to my grandchild, Allison E. Rodgers. c. 90% to my daughter, Kathy McKeon Rodgers. Page 3 of 6 pages Provided, however, that each shall survive me by a period of ninety (90) days, and if any of the above-named persons fail to so survive me, the share that person would have received shall pass to her issue per stirpes, and if there be no such issue, the share shall lapse and be added to the remaining share or shares. 7. Should any person less than 21 years of age be entitled to distribution from my estate, in such event the share that person would otherwise have received shall be paid to my daughter, Kathy McKeon Rodgers and her husband William G. Rodgers, or either of them, in trust. I authorize the herein named trustee to receive and invest the same, and to pay the income arising therefrom, together with so much of the principal thereof as in his or her opinion is necessary or desirable to be expended for the proper maintenance, support, and education of such person, to or for the benefit of such person, and upon such person attaining 21 years of age to pay to him or her the then remaining principal together with any undistributed income. 8. I direct that all inheritance, estate, and succession taxes payable by reason of my death with respect to property passing under my will or any codicil of my will, pursuant to any beneficiary designations contained in any insurance policies on my life, or pursuant to any joint ownership with me of any property, shall be paid out of residue of the estate without charge or contribution from any person so receiving property as aforesaid. 9. I hereby nominate, constitute, and appoint my daughter, Kathy McKeon Rodgers, as Executrix of this my Last Will and Testament, but should she predecease me or fail to qualify, then in such event I nominate, constitute, and appoint William G. Rodgers, as Executor, and I further direct that neither of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 10. In addition to the powers conferred by law, my herein named Executors and Trustees are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of wh/ch may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging, or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds, or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exemise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exemise as to all such stocks, bonds, and other securities, the powers of an individual owner who is under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. Page 4 of 6 pages parily on c~redit, and upon such terms and conditions as shall be parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into expediency or propriety of any such sale or to see to the application of the purchase money arising therefrom. e. To keep on hand and uninvested such moneys as may be deemed proper and for such period as may be found expedient. f. To compromise, settle, or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in k/nd, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. Authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. Page 5 of 6 pages WILLIAM H. McKEON Signed. s~;~i :~::, published and declared, by WILLIAM H. McKEON, the Testator above named, ~ts and 2,[' ti. i.ast Will and Testament, in our presence, who, in his presence, at his request, and in the ?rcscr~.'e ,~ each other, have hereunto subscribed our names as attesting wimesses. Page 6 of 6 pages COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OFINDIVlDUAL TAXES DEPT280601 HARRISBURG, PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004770 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013 ESTATE INFORMATION: SSN: 183-12-3320 FILE NUMBER: 21 03- 0963 DECEDENT NAME: MCKEON WILLIAM H DATE OF PAYMENT: 12/27/2004 POSTMARK DATE: 12/27/2004 COUNTY: CUMBERLAND DATE OF DEATH: 10/16/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~2,003.00 TOTAL AMOUNT PAID: $2,003.00 REMARKS: SEAL CHECK# 140 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE dUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ROBERT G FREY FREYc~ TILEY ,5 S HANOVER ST CARL:l$LE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-07-2005 MCKEON 10-16-2003 21 03-0963 CUMBERLAND 101 '* REY-15~7 EX AFP 112-0~1 WILLIAM H Allount Rellitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CVTALONGli:!tHIS Lil.NJ .... RETAIN LOWER PORTION FOR YOUR RECORDS .... Ii:V:IA~7&--A')-~--6'!'r-NoT-icE-oF-l'NHEiti"lN-cE-TAx-APplA-fsEMEN'~--A[tOWANCE-OR----------------- (~ I, .' DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCKEON WILLIAM H FILE NO. 21 03-0963 ACN 101 DATE 03-07-2005 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE .....,- I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will r~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: IS. AMount of Line 14 at Spousal rate (IS) 16. AlIount of Line 14 taxable at Lineal/Class A rate (16) 17. AlIount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX C RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 297.974.00 .00 .00 100.457.00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgaga Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Velue of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax (9) (10) 8,741.00 478.00 (11) (12) (13) (14) (Schedule J) NOTE: .00 X 386,012.09 X .00 X 2,699.91 X + INTEREST/PEN PAID (-) .00 AMOUNT PAID 2,003.00 DATE 12-27-2004 NUMBER CD004770 ~ INTEREST IS CHARGED THROUGH 03-22-2005 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 398,431. 00 g.ng 00 389,212.00 500.00 388,712.00 00 = 045 = 12 = 15 = .00 17,370.54 .00 404.99 17,775.53 (19)= 2,003.00 15,772.53 502.64 16,275.17 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV'1470 EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME William H McKeon FILE NUMBER Deborah Washington ACN 2103-0963 101 REVIEWED BY ITEM SCHEDULE NO. EXPLANATION OF CHANGES The value of the estate has been adjusted as the result of the correction of an error in arithmetic. ROW Page 1 Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 RODGERS KATHY MCKEON 315 GLENDALE STREET CARLISLE, PA 17013 RE: Estate of MCKEON WILLIAM H File Number: 2003-00963 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: 10/16/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, .~~AJ.~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of MCKEON WILLIAM H File Number: 2003-00963 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/16/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ;; ~"'. d!.L. I'~ -0" ~i ' , , " i:a:zt;./h//J ~.~ "~o :4'/t-l'&A.J ok. '~~ _Zv GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge t.J,. LL! C.) E~- - ----', . '-." STATUS REPORT UNDER RULE 6.12 Name of Decedent: William H. McKeon Date of Death: October 16. 2003 Will No. 2003-00963 Admin. No. 21-03--0963 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes () No (X ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December 31, 2005. 3. If the answer to No. 1 is Yes, state the following: (a) Did the personal representative file a fmal account with the Court? Yes () No ( ) (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes ( ) No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: October 17,2005 ~..J '~ -LJ en u') Robert G. Frey 5 South Hanover Street Carlisle. Pa 17013 r'~:-' ~-;. (717) 243-5838 ;-- Capacity: ( ) Personal Representative C___J 1._-;, c::::' .._~- , 0--, ( X) Counsel for personal representative Vh STATUS REPORT UNDER RULE 6.12 Name of Decedent: William H. McKeon Date of Death: October 16. 2003 Will No. 2003-00963 Admin. No. 21-03--0963 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 (X ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December 31,2005. 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes () No ( ) (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes (X ) No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: January 30, 2006 I~' \ \-1 \ / ""~~^vSJ~ v Robert G. Frey 5 South Hanover Street Carlisle. Pa 17013 (717) 243-5838 Capacity: ( ) Personal Representative ( X) Counsel for Personal Representative ~t; STATUS REPORT UNDER RULE 6.12 Name of Decedent: William H. McKeon Date of Death: October 16.2003 Will No. 2003-00963 Admin. No. 21-03--0963 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ( X ) No ( ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December 31, 2005. 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes () No ( ) (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes (X ) No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: January 30, 2006 (\ \ \11 A ~ V ~-:J.' Robert G. Frey 5 South Hanover Street Carlisle. Pa 17013 (717) 243-5838 ,Capacity: ( ) Personal Representative -1 ,~ ( X) Counsel for Personal Representative 6 Z :5 1:'1 1-- r-' )i,,; ~:t COMMONWEAL TH OF PENNSYl VANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96j RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RODGERS KATHY MCKEON 315 GLENDALE STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 183-12-3320 FILE NUMBER: 2103-0963 DECEDENT NAME: MCKEON WILLIAM H DA TE OF PAYMENT: 07/20/2006 POSTMARK DATE: 07/20/2006 COUNTY: CUMBERLAND DATE OF CEATH: 10/16/2003 NO. CD 006998 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $18.89 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: KATHY M RODGERS CH ECK# 2053 SEAL INITIALS: eM RECEIVED BY: REGISTER OF WILLS $18.89 GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF II,DIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RODGERS I(ATHY MCI(EON 315 GLENDALE STREET CARLISLE, PA 17013 __nun fold ESTATE INFORMATION: SSN: 183-12-3320 FILE NUMBER: 2103-0963 DECEDENT NAME: MCI(EON WILLIAM H DA TE OF PAYMENT: 06/26/2006 POSTMARK DATE: 01/12/2006 COUNTY: CUMBERLAND DATE OF DEATH: 10/16/2003 NO. CD 006883 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $15,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARI(S: CHECK# 101 SEAL INITIALS: MW RECEIVED BY: REGISTER OF WILLS $15,000.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONW,.i\lTH OF PENNSYLVANIA DEPARTlvlE~JT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEFT 280601 HARRISE,URC.3, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003431 DUPLICA TE RODGERS I<ATHY MCKEON 315 GLENDALE STREET CARLISLE, PA 17013 ______u fold ESTATE INFORMATION: SSN: 183-09-8310 FILE NUMBER: 2103-0158 DECEDENT NAME: MCI<EON KATHRYN SHOEMAK DATE OF PAYMENT: 01/12/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/13/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $15,000.00 I I F I I I I I I TOTAL AMOUNT PAID: $15,000.00 REMARKS: I<ATHY MCKEON RODGERS CHECI<# 101 SEAL INITIALS: SK RECEIVED BY: 'J () to -LU L O\l?{t:,1J {(~{f~_. ~ C- '\ I -l ;-\ t'7 0,.:2.. -:J '-.tiLL 'Z.. f(_~. -..) .)-1 ~u LOn' ~~ - (1, \Clc~e C\\ ~C- QL (~L-'--1")+~ &:}:'O ~')~ . \r\ 1\ J $)LiJr~ LL_LV (X-~--- /,c\2lDlub REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ,', r~'-';-!"\ (\:::r!:('f C;INHERITANCE TAX IIIERITANCE TAX DIVISION \::[~,ii '\'" ;'-t; .'.,,<l $-:.STATEMENT OF ACCOUNT PO BOX 280601 ! ',. '..,' ,,). ,.. ' HARRISBURG PA 17128-0601 '* REV-1607 EX AFP (03-05) II \ , r ~ ,. r\ IJ t .' \) DATE ESTATE OF DA TE OF DEATH FILE NUMBER COUNTY ACN 07-03-2006 MCKEON 10-16-2003 21 03-0963 CUMBERLAND 101 AIIOW\t R_i Hed WILLIAM H ROBERT G FREY FREV & TILEV 5 S HANOVER ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax pa~.nt. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) --- INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF MCKEON WILLIAM H FILE NO.21 03-0963 ACN 101 DATE 07-03-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHONN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-07-2005 PRINCIPAL TAX DUE: 17,775.53 PAVMENTS (TAX CREDITS): INT AT REV PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-27-2004 CD004770 .00 2,003.00 01-12-2006 CD006883 .00 15,000.00 EREST IS CHARGED THROUGH 07-18-2006 TOTAL TAX CREDIT 17,003.00 THE RATES APPLICABLE AS OUTLINED ON THE ERSE SIDE OF THIS FORM.- BALANCE OF TAX DUE 772.53 INTEREST AND PEN. 1,180.40 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 1,952.93 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE f)C(\nDnc~~~lE"(~NCE TAX r\:I.\.AST~t~M~~(: OF ACCOUNT \-"'J~(',\"._" - - I,' -j 'i' '.! 1",1,)... '* v REV-1607 EX AFP (03-05) ROBERT G FREY FREY & TILEY 5 S HANOVER ST CARLISLE I?' ,~TE ie.' ESTATE OF DATE OF DEATH FILE NUMBER ,~pOUNTY ACN 08-07-2006 MCKEON 10-16";2003 21 03-0963 CUMBERLAND 101 Alaount R..i tt.d WILLIAM H 'lGOS ~JJG \ L} PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 NOTE: To insure proper credit to your 8ccountl submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE --. REtAIN LOWER PORTION FOR YOUR RECORDS +-- ---------------------------1------------------------------------------------ REV-1607 EX AFP (03-05) *** lNHERITANCE TAX STATEMENT OF ACCOUNT KKK ESTATE OF MCKEON WILLIA H FILE NO. 21 03-0963 ACN 101 DATE 08-07-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF HE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUEl A PLICATION OF ALL PAYMENTS I THE CURRENT BALANCEI ANDI IF APPLICABLE I A PROJECTED INTEREST FIGURE. ! DATE OF LAST ASSESSMENT OR RECORO ADJUSTMENT: 03-07-2005 PRINCIPAL TAX DUE: 171775.53 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER IN~EREST/PEN PAID (-) I 01-12-2004 CD006883 789.47 151000.00 12-27-2004 CD004770 16.94- 21003.00 07-20-2006 CD006998 18.89- 18.89 . TOTAL TAX CREDIT 171775.53 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATEI SEE REVERSE! TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRll YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l