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Home My WebLink About02-0992PETITION FOR PROBATE and GRANT OF LETToERS Mildred L McClenahan No. ~/ ~ _ ~ ! °~ Estate of also knotvn as To: Social Security No. 176-32-1478 Deceased Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut named in the last Witt of the above decedent, dated ~ Ig~-- and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h.er last family or principal residence at 1 Longsdorf Way, Carlisle, South (list street, number and muncipality) Decendent, then 84 years of age, died October 30 2002 , 19 , at __~r-1.~ . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as fellows: ~~~ ` ~~~ `- (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) °ersonal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: _, ~}~tiEKEFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters~estamentar~ (testamentary; administration e.t.a.; administration d.b.n.c.t.a.) theron. z ~~ ~_ ~, f `, ~ William A. ncan 1 Irvine Row Carlisle PA 17013 OATH OF PERSONAL REPRESENTATIVE co~~~t~~~v~~r~:~~T~i of ~~h~ts~~wA~tiA ~ ~~ COt-!QTY OF Cumberland The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct ~u the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(si of the above decedent petitioner(s) will w~ll and tr ~ly a~d~minist~er tl~e estate according to law. Sworn to or afft ~~1 and subscribed befar• ;»~ this _~ _ day of ~~ Regi ter No. o2~-O~ ` 91~ Estate of Mildred Louise McClenahan ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW November ~ 192002 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated MaY 21, 1997 described therein be admitted to probate and filed of record as the last will of Mildred Louise McClenahan and Letters Testamentary are hereby granted to William A. Duncan FEES ~o a Probate, Letters, Etc. ......... ~-- Short Certificates( ) .......... $~- Renunciation ................ 00 $~ EX. ~4~ Jew ,00 $ ~. cp TOTAL $ r - a° Filed ...~U• .~.. a~G7o~l........ . ~2egister o: Wi~~J ~~~)~ ATTORNEY (S~p. Ct. LD. No.) William A. Duncan 1 Trvinn Rn~ Ca?'13.S1~, PA 17(11 ~ ADDRESS 717-249-7780 PHONE iE~ C~~ ~g~ . ., ]15 1S t(' u'f Ct~- F±~,iC .I_C !7711 '1~%~1~1±1 ILeSt' ~IV211 iS COI1'~CC1V CO~'ht. ':7t3~11 Czr GI ,~1t131 ~et'CaLC~iLt: <+i s.~~, C'1 ~~?L. 'v t,: C7, ,1 '1 .I7~ i.5 - °. .,. ,- g - - - , I J+._21; f' '.-tai ... U If?,Yi ,~' .'3 ,; C<' gN';fi ile. FOt :~'cl~~Cl i(7 L~1 <' ti'. .,J:. l~.c .. ~il~~ ~~~fiLC _~.. _. ,.. v,T~~l~'~li~~~~,: ~~ ia• ildegai to t9upiicate thss a~i<~~;.t„ ra`~ ph~~~~~ta~ ~r p~a~t~c,`~-~ a;t. ,. ,.,~~~ k ;;.. `, _~l~ ~. ;. _ t ~ ~~ X70356 ~: ~~ Nov 2oa2 ENS -- __ H 105. ; aJ Rev. 21ST •RINT WENT KINK Z COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT IFnv. Mbob. Leal SEx SCCIAL SECURITY NUMBER DATE OF OEATM rMCrM. Dey, br7 +. Mildred L. McClenahan :. Female 7. 176 - 32 - 1478 .- October 30, 2002 AGE (Leal BMnoayl UNDER 1 YEAR VNOER 1 DAY DATE OF &RTH BIFRHPUCE ICAy a A PLACE OF DEATH IChe cw «W nna -- ,ee msvuclar9 nn orner seal M«alle r Days Hour r Mbutr ~MOnb. DaY 'k« Stuea Fpegn Coumry) HOSPITAL: OTHER: 84 Yn Ja1918 0 Potters Mills ,npa,;«„ ^ ER(Oulpan.d G ODA ^ „ ~"'9 ® R,,,~.,,ra ^ ~NI ^ r s. - °. T. k COUNTY OF DEATH CRY, RORO. TWP OF DEATH FACILfIY NAME 01 nol mg~Nlan, 9~ve stre« arw numoeri WAS DECEDENT OF HtSPANK: ORIGIN7 RACE -Am«aan b«an, B4cA, WMa. sq. No ® "4. ^ N yea apacrry dAan l$QeC•y) Cumberland - S. Middleton Twp Cumberland Crossings Retire. Comm. , , M.aaan.PuanaRban.«~. ~ w «. w. •. 1e. white DECEDEM'S USUAL OCCUPATION KINDOF SUSINESS/INDUSTRY WAS DECEDENT EVER IN DECEDENT'S EDUCATIDN MARITAL STATUS-Mart40 SURVIVING SPOUSE (Give dM d wpd tlaa dxvg mpm U. S. ARMED FORCES7 n tom Nav« MartisO. Wi0oaa0, ,, Na. 0'v meaen name! d.yorhiq Ina:OD na ur redreol T7 ^ ElsmamarylSac«Mary Cdbgs Dhwcao ISP°cM d i US A ~° ~ 47V m'n (te«"' 2 N M i d Nurse - „a R stere rm „b. ,:. 17 ,. ever arr e „- DECEDENT'SMAILINGADOiIESS(Sire«.CMTTOwn.SMw,ZgCa,el DECEDENT'S ®+4.ascaoarxtivaeb S. Middleton T4Tp. 1Ta PA A A n T S 1 Longsdorf Way .. ala C U L Dq I„P_ R~'°E~, ~~„ „ ~"' Carlisle PA 17013 Carlisle '°""°"~7 °"°"'"°°°' ~ ^ ,., ,,,- „°. r a~Ml.n naa ~AyA«a. FATF,ER'S NAME lFrv. Mbole. La%) MOTHER'S NAME (Fxal. Maod?. Maben Surname) ,.. Jesse McClenahan ,,.Edith Rae Houtz INFORMANT'S NAME (fypsPrve) I NFORMANT'S MAILING ADDRESS (ShM, piryROwn, $Mle. Zip Cooel Willi D 1 Irvine Row Carlisle PA 17013 uncan 2,e- am , ,,,- METHOOOF dSPDSITION DATE OF DISPOSI7gN PUCE OF DISPOSrtgN-NamaaCam«ary, Cramatpry LOCATION-GlylTOwn,Swa. Zq Coe ry ul^ Cremation l'J Remover hom SWa^ & . (Hank, QeY.,MrI «Oln«Placa a ~n^ oul«specnl^ ^ November 1 2002 Yorktow[le Cremation York PA 17404 2ta , 21b. 21e. 210. ' SIG E FUNERAL SERVICE LIC NS OR PER'-~N ACTING AS SVCH LICENSE NUMSER NAME ANDADORESS OF FACILITY HOffman~ROth FUneral HOme - t2a. 224. 22e. ConiPlat aama 27a<only atlen cenllyirg b ma wn a my nnowlsOge, Saab oocurrae at lM txr. Data ana place M«ea. LICENSE NUMBER DATE SIGNED .. phyaioYn ^ rqt avaaa W al artN a earn b • urDh c.twa aeb. (Squares ana Tins) 22.. C~~wk+yL. a. v ~lv ne. Rtr, S1~S'l`~- L QAOrIm, Day.lbrl 2x.Ochobe~ 3o aoo- hama2e•20muMbecompNtsoq IME tOF DEATH GATE PRONOVNCED DEAD(Manm, Day, y@arl WAS CASE REFERgED 70 MEdCAL E%AMIHEfLCORONERi • parson rnoPaatn. ^ IJ/y/A/c YSa® Np^ o~ ~ 4 • ~ ` Qh2Y N ' jO UDZ M ~ M. 23. :t. 2,. iM/R I: Emar tM wirers. inryriea «campdutbn.Ilw:n nusea Ina asatn. Dp not ea« lM mow of oyinq, auto ae or0iac or respiratory anssl. slack a Man failure. i AppmaimaM PART S: Ob« apnilktua mrl0hbrw oo^t^Dal^0 q Mb, Out LW dMy tMa uur to aaU dM. ~ imarval Datwaan opt raWDYp b 1M urtlenyhg rrrr 9i••n b PART I. ona« inn hab I NIYEdAT! CAUSE (F/MI ~ ^ 1~` oerraca+oeian ~ G. f\C.,,,s ,yam ,•t ~~g•-a-t, ' raasrpnoaaml-• DUE TO Kxi AS A CONSEQUENCE t)fj: SeOtr«aWylW mr10ilbM 4. a any, dlaan0 b «xn.dale Dl1E TQ IQR AS A CONSEQUENCE OF): I oir. Em« UNDERLYMq + 1 WUSE (Petra ayury c DUE 701QR ASA CONSEQUENCE OfI: ---- I - ar.a4rea avano ra~Adrpnarm)UST a. VpS AN AUTOPSY WERE Al170PSY FINDINGS MANNER OF DEATH DATE OFIWURY i1NE OfIWURY IWURY AT VAORK7 DESCRIBE HOWINJURY OCCURRED. PEF,FORMED7 ANVUBLE PRgR TO lMmm. l7ay. llx) '~ OF CAUSE i N« Y ~Y N ie ^ ~ OE.QH w «n e a ~ ~ ^ ~^ AooitleM rL J PsrMinD lmlatgalbn ^ "4e ^ No yea ^ No ~ SuiciOe ^ DDUW na M OelsrmiMO ^ 7M. 704. M. 70e. 70a PUCE OF IW URY - AI norr, hrm, 9rN1, laolPry, omca LOCATION IShtax. Crtyrtoan. Smlel taildrq, arc. ISpecAV) 2tla 2s4. 2f. 7oa. 7d. CERTIFIER IGeG ody orael SIGNATURE ANO ITLE OF CERTIFIER -CERTIFYING PHYSICIAN (Pnyscan CMdyag cause d Oeatn vrnan arwrn« Mvsaan naa aaauncea oeab arb cana«ea aem 271 I~ Te Ola bast al my knpsrNOOa, Ham •ceuma0 Eua b be mule) arW manner as aulad ..................................................... LX 714. UCENSEN MBER - DATE SKiNED(Mmm. pay. ybm) '-NONOUNC111G AND CERTIFYING PHYSICIAN IPnYVCOn own WOnouncyg oeam arM CMAysg to CaurdOeaml ~ Ta tlN bawl «my dnowle0ga, Oaab oeewrW at tlM Ilrna, s«e, arM Plaea, ano Oua l° tM eaurlal ano manner as a!area .......................... ^ J1C. Yh A7 DL57 +•J~ ]le. IQ ••~D~ ., NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH (item 27l Typa or Pnnt 0y - Q Z k N•rt„ 'MEDICAL EXAMINER/CORONER . ~w Lr ti ~ On toe Duia of uaminatlon analor investigation, In my opinion, a<atn ocourrea at the time, date, and place, ana tlue to Ina cause(al arM ^ ZLa (Jk 1... •T e manna as autatl .................................................................................................. F LG ~~ Z Z ~ 1 Cl~2 ],a. a,r 72. REGIS RAR'S SIGNATUREA NUMBER DATE FILED (Mpnm. Day.yrrl Y7~1 ~clo~u i aoa~ . r 7.. ~~~~~ t1i ttn~ ~~,~~ttnt~nt ~f I, MILDRED L. MCCLENAHAN, of 2207 Circle Road, Carlisle, Cumberland County, Pennsylvania, 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 any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and. funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be cremated and interred within the US Cemetery at Fort Indiantown Gap, Pennsylvania. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave if necessary. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death as follows: one-seventh unto my brother, Stanley Eugene McClenahan, per stirpes; one-seventh unto my nephew, William E. McClenahan, per stirpes; one-seventh unto my niece, Darlene Marzario, per stirpes; one-seventh unto my niece, Linda Beecher, per stirpes; one-seventh unto my nephew, Jeffrey McClenahan, per stirpes; one-seventh unto my nephew, Dennis McClenahan, per stirpes. The remaining one-seventh shall be used to purchase an annuity account for the benefit of Darlene Marzario, which annuity will make lifetime payments to her when she attains the age of sixty-two (62). If Darlene Marzario fails to survive me or fails to attain the age of sixty-two (62) or dies prior to all the annuity payments being made, then the balance of this bequest shall pass to her daughter, Hollis Marzario. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death as follows: one-seventh unto my brother, Stanley Eugene McClenahan, per stirpes; one-seventh unto my nephew, William E. McClenahan, per stirpes; one-seventh unto my niece, Darlene Marzario, per stirpes; one-seventh unto my niece, Linda Beecher, per stirpes; one-seventh unto my nephew, Jeffrey McClenahan, per stirpes; one-seventh unto my nephew, Dennis McClenahan, per stirpes. The remaining one-seventh shall be used to purchase an annuity account for the benefit of Darlene Marzario, which annuity will make lifetime payments to her when she attains the age of sixty-two (62). If Darlene Marzario fails to survive me or fails to attain the age of sixty-two (62) or dies prior to all the annuity payments being made, then the balance of this bequest shall pass to her daughter, Hollis Marzario. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate as follows: one-seventh unto my brother, Stanley Eugene McClenahan, per stirpes; one-seventh unto my nephew, William E. McClenahan, per stirpes; one-seventh unto my niece, Darlene Marzario, per stirpes; one-seventh unto my niece, Linda Beecher, per stirpes; one-seventh unto my nephew, Jeffrey McClenahan, per stirpes; one-seventh unto my nephew, Dennis McClenahan, per stirpes. The remaining one-seventh shall be used to purchase an annuity account for the benefit of Darlene Marzario, which annuity will make lifetime payments to her when she attains the age of sixty-two (62). If Darlene Marzario fails to survive me or fails to attain the age of sixty-two (62) or dies prior to all the annuity payments being made, then the balance of this bequest shall pass to her daughter, Hollis Marzario. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint my brother, Stanley Eugene McClenahan and my Attorney, William A. Duncan, as Co-Executors of this my Last Will and Testament. I hereby relieve my Executors from the necessity of posting security in connection with their duties, as such, in any jurisdiction in which they may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executors, in their absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. NINTH. I have made, or may from time to time make, a written memorandum expressing my desire to give certain items of personal property to specific persons. I urge my Executors and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in conjunction with this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this,lisf day of May, 1997. ~-~v MILDRED L. MCCLENAHAN Signed, sealed, published and declared by the above named Testatrix Mildred L. McClenahan, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~ 1~~¢-- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND . SS. I, Mildred L. McClenahan, Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. MILDRED L. MCCLENAHAN Sworn or affirmed to and acknowledged before me, by Mildred L. McClenahan this-?~st day of May, 1997. NOT VELDA ilk. SEA3E, Notary Pudic /~ ~penaburp Boro, Cum~riar-d County Pa. G-~' ~ (- My_Commission Exc'sr~s AprH 18,1998 Notary Public COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. We, Su s c~y- ~ • O t(v and ~-~ sc~~'_ S ~ % n ~' the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Mildred L. McClenahan sign and execute the instrument as her Last Will; that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by Su S a -. d• ~G and ~ ~ , ~t ~ _ s ~ : r ~ ,witnesses, this 'Nsrday of May, 1997. NOTARIAL ~. . VELWI6A. SEASE, Notary Pudic y,•t.~' ~:s.~Y-1,., _ ~~--'~ ~Paensburg eoro, Cewnberlend Co,~rN~,. Pa. Notary Public ~ ~'~~' ~s ! is°'~ ~vuNC~~arr In Re Estate of i~ldred L. McClenahan ' Cumberland Colmty.~~~~' To the Register of Wilts of Stanley McClenahan, Brother ~ 'Phe underaig~d the aUove deoedatt. hereby reaovnar..(s) the right to administer the estate and respoctfully set(s) that Letters Testamentary ~is~ ~ William A. Duncan Es uire WTfLVB3S 1~,~1, ~ -hand this day of (~~ (Address) (signature) (Address) (signature) D Stanley (sa~at~ McClenahan 118 Harris-Road Princet~Tcr__ri_J. ( 08550 (Address) (Address) CERTIFICATION OF NOTICE UNpER RULE 5.6ta1 Name of Decedent: MI DR D L. M ENAHA Date of Death: 11 /30/02 ., ., .,,,~ ~'~ Admin. No. Will No. ~-1'-`~-- 2 .~I ~"~ - ~ 1 ~- To the Register: I certify that notice of (beneficial interest) estate administration required by Rute 5.6(a) of the Orphan's Court Rules wa served on or mailed to the following beneficiaries of the above-captioned estate orIl,J~,B/02 Name Address STANLEY MCCLEHAHAN 118 HARRIS ROAD, PRINCETON JCT. NJ, 08550 DARLENE MARZARIO 2946 QUINCY TURN, BENSALEM, PA 19020 DENNIS MCCLENAHAN 385 NORTH POST ROAD, PRINCETON, NJ 08550 J Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE Date: ~ l ~~ `~~~ gnature Name: U~/ILLIAM A DUNCAN Address: ' 1OVINE ROW CARLISLE PA 17013 Telephone(717) - 249- 778 Capacity: ..X._ Personal Representative Counsel for Personal Representative REV-1162 EX111-961 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DUPLICATE DUNCAN WILLIAM A 1 IRVINE ROW CARLISLE, PA 17013 ACN ASSESSMENT CONTROL NUMBER -------- fold ESTATE INFORMATION: ssN: ~~6-32-i4~s FILE NUMBER: 2102-0992 DECEDENT NAME: MCCLENAHAN MILDRED L DATE OF PAYMENT: 01 / 23/ 2003 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 1 O/ 30/ 2002 AMOUNT 141 ~ 575,713.21 TOTAL AMOUNT PAID: REMARKS: WILLIAM DUNCAN ESQ SEAL CHECK# 101 INITIALS: VZ RECEIVED BY: 575,713.21 DEPUTY REGISTER OF WILLS DONNA M. OTTO NO. CD 002077 REGISTER OF WILLS ~\ ,~ \\.\ . REV-1500 EX + (6-00) J I- Z W C W () W C COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 I2.ECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) MCCLENAHAN MILDRED L. DATE OF DEATH (MM.OD+Ye;:r) REV-1500 Il.q '/y INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICiAl USE ONLY L/ ALE NUMBER 21 -0 2 00992 'OOliNTvCODE -VEM---NiiiiBER-- SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-Year) 176-32-1478 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 10/30/2002 01120/1918 (IF APPLICABLE) SURVMNG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITU\L) J!! 61~ !l!",~ U.... ~ 001. Original Return D 4. Limited Estate o 6. Decedent Died Teslate (Atlaeh~opyofWil) o 9. litigation Proceeds Received SOCIAL SECURITY NUMBER o 2. Supplemental Return o 4a. Future Interest Compromise (dale ofdealtl after 12-12-82l o 7. Decedent Maintained a living Trust {Attach Cop'f of Trust) o 10. Spousal Poverty Credit (date ofdllalh between 12031-91 nl1-1.95j o 3. Remainder Return (diteofdnlhpriarlo 12-13-82) D 5. Federal Estate Tax Return Required Q.. 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) 1.......01 ... ~ I tHIS SECTION MUST BE COMPLETED. I'LL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS WILLIAM A. DUNCAN 1 IRVINE ROW FIRM NAME (~Applcobo) DUNCAN & HARTMAN P.C. TELEPHONE NUMBER 717-249-7780 CARLISLE PA 17013 OFFICIAl. USE ONLY z o ~ :J I- 0: c( () w a:: z o ~ I- :J D.. :E o () ~ 1. Real Eslate (Schedu~ A) 2. Slocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership Of Sole-Proprietorship 4. Mortgages & Noles Rece~able (Scl1edule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6 Jointly Owned Property (Schedule F) (6) D Separate Billing Requesled 7.lnter.Vivos Transfers & Miscellaneous Non.Probate Property (7) (Scl1edule G or L) 8. Total Gross Assets (total Lines 1.7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Scl1edule I) (10) 11. Tota' Deductions (tolal Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has nol been made (Schedu~ J) (1) (2) (3) (4) (5) 597,849.95 (8) 597,849.95 50,902.10 (11) (12) (13) 50,902.10 546,947.85 14. Net Value SubJect to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 546,947.85 15. Amount of Une 141axable at the spousal tax rate, or transfers under Sec. 9116 (a){1.2) 16. Amount of Une 141axable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 141axabJe at collateral rate 19. Tax Due X _(15) X _(16) 78,135.40 X .12 (17) 9,376.25 468,812.44 X .15 (18) 70,321.87 (19) 79,698.12 20. 0 CHECK HERE IF YOU ~RE REOUESTING A REFUND OF AN OVERPAYMENT o d t' C let ece en s ompl e Address: STREET ADDRESS 1 Irvine Row . CITY . I STATE I ZIP Carlisle, PA 17013 Tax Payments and Credits: t Tax Due {Page 1 Line 19} 2. Credits/Payments A. Spousal P""er\y Cledi1 B. Prior Payments C. DisCOOnl (I) 79,698.12 3.984.91 TotalCredits{A+B+C) (2) 3,984.91 3. InterestJPenalty if applicable D. Interest E. Penalty TolallnterestJPenalty (D + E 1 (3) 4. ItUne 2 is lJ'Ollter 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 I + Line 3 is lJ'Ollter than Line 2, enler the difference. This is the TAX DUE. (5) A. Enter the interest on the lax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS t Did decedent mal\ea transter and: Yes No a relein the use or income of the property 1ransferred;......................................................................... 0 IX! b. retain the right to designate who shall use the property bansferred or its income;...................................... 0 gj c. retain a reversionay interest;.or.................................................................................................. 0 [EI d. receive the promise for life of either payments. benefits or ca-e?.......................................................... 0 !8J 2. If death 0CC\I1'ed after December 12, 1982, did decedent lransf... property within one yea: of death without receiving adequate consideration? ........ ................... ......... ...... .......... ................. .................... 0 [2;J 3. Did decedentO\M1 an "in trust for" or payable '4lOn death bank account or security at his or herdeath2............... 0 ~ 4. Did dlecedenl 0\M1 an Individual Reti'emenl Account, annuity, or other non-probate property which contains a benefiCiay designation2...... ........... ......................... ................... .............. ..... ........ ......... 0 gJ 75,713.21 75,713.21 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ADDRESS ~~Slf us. ~tL\ no \ ~ DATE ADDRESS For dates of death on or after July I, 1994 and before Januay 1. 1995. the lax rate imposed on the net value of transfers to or for the use of the sllViving spouse is 3% [72 P.S. ~9116 (a}{I.I) 0)]. For dates of death on or after Januay 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the 5IlIViving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exernDl a transfer to a surviving spouse from lax, and the statutOI}' requirements for disclosure of assets and filing a lax return are still applicable even if the SUlViving spouse is the only beneficialy. For dates of death on or after July 1, 2000: The lax rate imposed on the net value of lranstors from a deceased child twenty-one YellS of age or younger at death to or for the use of a naturel parent, an adoptive pa-ent, or a stepparent of the child is 0% [72 P.S. ~116{a)(1.2)1. The tax rate imposed on the nelvalue 01 transfers to or for the use of the decedents HneaJ beneficieries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a){I)J. The tax rate imoosed on the net value aflranstors to or for the use of the decedents siblinos is 12%!72 PS. 00116(.\11.3\1. A sibHnois defined. under Section 9102 as an REV-1508EX+(1-97} SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MCCLENAHAN MILDRED L 21 02 00992 Include the proceecs of litigation and the date the proceeds were _wed by the estate. All property jolntly.owned wtth the ~ght of survtvorshlp must be disclosed on Schedulo F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Evergreen Money Market Account # 618-50000488890 200,339.04 P.O. Box 8400 Boston, MA 02266 2. J P Morgan Focus Fund B Account # 280-828000676 18,652.32 Box 219392 Kansas City, MO 64121-9392 3. IDEX Janus Growth -A - Account # 0202-97063973 54,344.24 P.O. Box 9015 Clearwater, FL., 33758-9015 4. Scudder US Government A - Account # 18-555306176 38,223.25 P.O. Box 219557 Kansas C~y, MO 64121-9557 5. Scudder US Government -B- Account # 218-555306176 53,030.07 P.O. Box 219557 Kansas City, MO 64121-9557 6. CDC Nvest Star Advisers -B- Account # 227-300717412 50,092.44 66 Brooks Drive Braintree MA 02184 7. American Funds Account # 06-42044865 66,672.54 P.O. Box 2280 Norfolk, VA 23501-2280 8. Putnam Hartford Capital Income Fund Account # 130095024 77 ,205.45 P.O. Box 5085 Hartford, CT 06102-5085 9. US Travelers checks 5 @ $50.00 250.00 10. 11. 12. 13. 14. 15. Cash 65.73 M & T Bank Checking Account # 531561 1415 Ritner Highway Carlisle, PA 17013 county of Cumberland Burial Fund 1 Courthouse Square Carlisle, PA 17013 The Sentinel Refund East North Street Carlisle, PA 17013 Members 1 st Federal Credit Union Acct. # 23773-00 P.O. Box 40 Mechanicsburg, PA 17055 Personal Property (see attached appraisal) 7,332.65 100.00 19.28 26,567.06 4,955.88 TOT At (Also enter on line 5, Recapitulation) $ 597849.95 ~1511ex..(t-f1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MCCLENAHAN MILDRED L Debts of decedent must be reported on Schedule I. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 02 00992 ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1. Hoffman Roth Funeral Home, Inc. 57.86 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) William A. Duncan 20,924.75 Social Security Number(s) I EIN Number of PeI1lonal Representative(,) EIN # Street Addle" 1 Irvine Row City Cartisle State Pa Zip 17013 Yea~s) Commission Paid: 2003 2. AtlomeyFees Duncan & Hartman, P.C. 20,924.75 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Addles, City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Will Cumbertand County 633.00 5. Accounlanfs Fees 6. lax Return Preparer's Fees Boyer & Ritter CPA 300.00 7. US Department of Treasury Return of November SS check 646.00 8. Cumbertand Law Journal Legal Ad 75.00 9. The Sentinel Legal Ad 91.85 10. Alert Pharmacy 188.30 11. Cumbertand Crossing 6,443.99 12. Dr. Howard Burkett 25.00 13. Patriot News 9.60 14. IBIS Appraisal Service 357.00 15. Federal Express (15 overnight packages @ 15.00 each) 225.00 TOTAL (Also enler on line 9, Recapitulation) $ 50902.10 IIZ____ _____ ,_ ___..._... :___.... _......:1.:___, _L.__~_ _Z~L._ ____ _'-_\ REV-151'SX+(1.91) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER .."", ~. IJI..' A'" ...11 L ?1 n? nOli!!? RElATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(.) OF ESTATE I. TAXABLE DISTRIBUTIONS Onclude outright spousal dislribUlions) 1. William E. McClehanan nephew 1/7 39 Vandevere Lane Columbus, NJ D8022 2. Jeffrey McClenahan nephew 1n 6 Eagle Way Middletown, NJ 07748 3. Dennis Mcclenahan nephew 117 385 North Post Road Princeton, NJ 08550 4. Linda Beecher niece 117 25 Woodland Road Ringwood, NJ 07456 5. Darlene Marzario niece 2f7 2946 Quincy Tum Bensalem, PA., 19020 6. Stanley McClenahan brother 117 118 Harris Road Prineton Jet., NJ 08550 ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL OISTRlBUTIONS 1. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEE $ (If mfltR ~Mr.i'l i~ n~ in~ Mrlitinn~1 d1AA~ of thP ~ ~p:\ ifjuut lIill nub Wtutumtut nf I, MILDRED L. MCCLENAHAN, of2207 Circle Road, Carlisle, Cumberland County, Pennsylvania, 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 any and all other wills and codicils heretofore made by me. FffiST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be cremated and interred within the US Cemetery at Fort Indiantown Gap, Pennsylvania. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave if necessary. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death as follows: one-seventh unto my brother, Stanley Eugene McClenahan, per stirpes; one-seventh unto my nephew, William E. McClenahan, per stirpes; one-seventh unto my niece, Darlene Marzario, per stirpes; one-seventh unto my niece, Linda Beecher, per stirpes; one-seventh unto my nephew, Jeffrey McClenahan, per stirpes; one-seventh unto my nephew, Dennis McClenahan, per stirpes. The remaining one-seventh shall be used to purchase an annuity account for the benefit of Darlene Marzario, which annuity will make lifetime payments to her when she attains the age of sixty-two (62). If Darlene Marzario fails to survive me or fails to attain the age of sixty-two (62) or dies prior to all the annuity payments being made, then the balance of this bequest shall pass to her daughter, Hollis Marzario. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death as follows: one-seventh unto my brother, Stanley Eugene McClenahan, per stirpes; one-seventh unto my nephew, William E. McClenahan, per stirpes; one-seventh unto my niece, Darlene Marzario, per stirpes; one-seventh unto my niece, Linda Beecher, per stirpes; one-seventh unto my nephew, Jeffrey McClenahan, per stirpes; one-seventh unto my nephew, Dennis McClenahan, per stirpes. The remaining one-seventh shall be used to purchase an annuity account for the benefit of Darlene Marzario, which annuity will make lifetime payments to her when she attains the age of sixty-two (62). If Darlene Marzano fails to survive me or fails to attain the age of sixty-two (62) or dies prior to all the annuity payments being made, then the balance of this bequest shall pass to her daughter, Hollis Marzario. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate as follows: one-seventh unto my brother, Stanley Eugene McClenahan, per stirpes; one-seventh unto my nephew, William E. McClenahan, per stirpes; one-seventh unto my niece, Darlene Marzario, per stirpes; one-seventh unto my niece, Linda Beecher, per stirpes; one-seventh unto my nephew, Jeffrey McClenahan, per stirpes; one-seventh unto my nephew, Dennis McClenahan, per stirpes. The remaining one-seventh shall be used to purchase an annuity account for the benefit of Darlene Marzario, which annuity will make lifetime payments to her when she attains the age of sixty-two (62). If Darlene Marzario fails to survive me or fails to attain the age of sixty-two (62) or dies prior to all the annuity payments being made, then the balance of this bequest shall pass to her daughter, Hollis Marzario. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint my brother, Stanley Eugene McClenahan and my Attorney, William A. Duncan, as Co-Executors of this my Last Will and Testament. I hereby relieve my Executors from the necessity of posting security in connection with their duties, as such, in any jurisdiction in which they may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executors, in their absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. NINTH. I have made, or may from time to time make, a written memorandum expressing my desire to give certain items of personal property to .specific persons. I urge my Executors and beneficiaries to respect these wishes. Such a memorandum, ifrnade, shall be stored in conjunction with this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this.V.sf-day of May, 1997. bJ~cL)J;~ MILDRED L. MCCLENAHAN Signed, sealed, published and declared by the above named Testatrix Mildred L. McClenahan, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~~ 0 dlU-</ ,/ ~ 7)~ /lJ k, lllJ- 1/ . COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, Mildred L. McClenahan, Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. lI!./~1.L'#C~ MILDRED L. MCCLENAHAN Sworn or affirmed to and acknowledged before me, by Mildred L. McClenahan this2f~t-day of May, 1997. tJ~JA'_~ Notary Public NO'I: MAL YELOA M. 8EA8E. Nal8Iy PubIlo ~ Boro, CurnI>ertMd County, Pa. My Commission Expires AprI16, I. COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, SU-SO-I"\J,otfc.' and t.t5t>o-JZSf;,,~ the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Mildred L. McClenahan sign and execute the instrument as her Last Will; that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ,t~~ ~ c#I:D /;/, ]I:, vL /5""-' R_ . .U: Sworn or affirmed to and subscribed before me by ::;; '" .< If. h J. CJ 1+0 and l. i S "- ,e _ s +; '" e. , witnesses, this ztsIClay of May, 1997. NOTAIIfAL VELDA M. 8EA8E. NalIuy PubIlo SNp~JlubuIg Boro, CUmbalf..od~ PII. My CommIaoIon Expires AprtI 16, leeS Y-J.~. ~-Z Notary Public APPRAISAL REPORT OF PERSONAL PROPERTY OF Mildred McClenahan (deceased) d.o.d. October 30. 2002 for: William A. Duncan Esq. (Executor) 1 Irvine Row Carlisle, PAl 70 13 AS OF: d.o.d. October 30, 2002 PRODUCED ON: December 23,2002 BY: IBIS APPRAISAL SERVICES P.O. BOX 24 CARLISLE, PA 17013 (717) 243-3474 fax (717) 258-9502 Ibisas@earthlink.net TABLE OF CONTENTS Appraisal Certificate............ .............. ....................................................... 3 Appraisal Summary.. .... ...................... ................. ........... ....... ... ... .... ...... ...4 Photograph and CD-ROM Instructions......... ............................... ..... ......... ......5 Personal Property Listing... .................... ................. .......... ....... ...... .............6 Category: Clocks & Watches.............................. ......... .................... ....6 Category: Coins & Currency (Numismatics)........ .......... ....................... ....6 Category: Folk Art........................................... ........ .................. ......8 Category: Jewelry & Gemstones.... .......................... ...... ................... ...8 Bangles....................... ....................................................... 8 Box............................ .......................................................8 Bracelets... ...................... ................. ......... ...... ............ ..... ...8 Brooches........................................................................... ..9 Buttons....... ...................................................................... ..9 Charms...... .................................................................... ....10 Earrings...................... _................................................. .....10 Hair Pins... ........................................ ........... .................... ..18 Keychains.................... .............................. ................ ..... ....19 Necklaces... .................................................................... ....19 Pendants...................... .......................... .......................... ..21 Pins.......................................... ...................................... ..21 Rings............. ............... ......................... .......... ......... ........25 Sets.............. .............. .................................................... ..26 Category: Militaria....................................................................... ..27 Category: Miniatures.................. ...... ......... ...... ........ .......... ......... ....28 Category: Oriental....................................................................... ...28 Category: Silver & Other Metal........................................................ ..28 Category: Writing, Drawing & Artistic Instruments................................. .29 Totals by Category................................................................................ ..29 Appraisal Summary (copy)......... ...... ... ...... .............. ...................... ........ ....30 Appraisal References......................... .................................................... ..31 Statement of Qualifications. ................. ........................... ......... ................. .33 Assumptions and Limiting Conditions......... ............... ...... .......................... ...34 2 APPRAISAL CERTIFICATE I hereby certify that, upon the request for the appraisal of the personal property of Mildred McClenahan (deceased), I have personally and physically inspected the listed personal property. The personal property was appraised to determine the FAIR MARKET VALUE, AS OF d.o.d. October 30, 2002. The dates of inspection were December 20,2002. The report was produced on December 23,2002. The information and values contained in this report are based upon my experience as an appraiser and other reliable sources. The personal property was found to be in GOOD condition, unless otherwise noted. Values are reported piece-by-piece, and/or as a whole. All values reported have been determined with consideration to the condition of the item, market conditions, and salability factors. IBIS APPRAISAL ~ SERVICES ,:1 7/ 3 APPRAISAL SUMMARY It is in my opinion, that, as of this 23'd day of December, 2002, the Fair Market Value of the personal property of Mildred McClenahan: (Four Thousand Nine Hundred and Fifty Five Dollars and Eighty Eight Cents) ($4,955.88) IBIS APPRAISAL SERVICES / /1_--) I //~ l~i'YL/ / / l . 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'" '" .n '" n r' t- O '" o ... ~~ ~7-~~ ~~ ~" BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX WILLIAM A DUNCAN DUNCAN & HARTMAN 1 IRVINE ROW CARLISLE PA 17013 REV-1547 EX AFP (01-031 DATE 03-17-2003 ESTATE OF MCCLENAHAN MILDRED DATE OF DEATH 10-30-2002 FILE NUMBER 21 02-0992 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 L CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ _____________________ ------------------------------ -------------------------- ---------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX eA^.TeTF nG MCCLENAHAN MILDRED L FILE N0. 21 02-0992 ACN 101 DATE 03-17-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN (1) .00 NOTE: To insure proper 1. Real Estate (Schedule A) 00 credit to your account, 2. Stocks and Bonds (Schedule B) (2) . 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) . ith 4 Mortgages/Notes Receivable (Schedule D) (4) .00 your of this fora w . 5 Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 597,849.9 5 tax payment. . 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 849.95 597 8. Total Assets (8) , APPROVED DEDUCTIONS AND EXEMPTIONS: 50,902.10 ses (Schedule H) E i (9) 9 xpen sc. Funeral Expenses/Adm. Costs/M . dule I) h (S (10) .00 10. c e Debts/Mortgage Liabilities/Liens 11. Total Deductions (11) 50.902.10 546,947.85 12. Net Value of Tax Return (12) .00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 546,947.85 14. Net Value of Estate Subject to Tax (14) NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: .00 X 00 _ 15. Amount of Line 14 at Spousal rate (15) - .00 X 045 - 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 78,135.40 X 12 = 9,376.25 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 468,812.44 X 15 70,321.87 (19)= 79,698.12 19. Principal Tax Due ^^ -~~°-~-- DtscouNi ~*~ I AMOUNT PAID nATE NUMBER INTEREST/PEN PAID (-) 01-23-2003 CD002077 3,984.91 75,713.21 TOTAL TAX CREDIT 79,698.12 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 19 will .00 .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. pFREFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS,DUE REV-1500 EX +(6-00) I- Z W C W U W C W I- :::s::~cn U"'''' w~g :<"'.... U.... !l: I- Z W " z li! .. w '" '" o u z o i= :3 ~ l- ii: oct u W 0:: z o i= ~ ~ a. :E o U g /'}- PR- /~ ,/ OFFICIAl USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0801 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21-0200992 coo;;jfy""COiiE ---VEAR- - -'Mit::iilER-- DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER MCCLENAHAN DATE OF DEATH (MM-DD-Year) 1 76- 3 2 - 1 478 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS DATE OF BIRTH (MM-DD-Year) 10/30/2002 01/20/1918 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER o 1. Original Return D 4. Limited Estate D 6. Decedent Oied Testate (Attach copy of WI) o 9. Litigation Proceeds Received 00 2. Supplemental Return o 4a. Future Interest Compromise (dale of d&alh after 12-12-82) o 7. Decedent Maintamed a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (dale ofdealh between 12-31-91 and 1-1-95) 03. Remainder Return (dale ofdealt1 prior to 12-13-82) o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes o 11_ Election to tax under Sec. 9113(A) (AItachSch0) THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILlNGADDRESS WILLIAM A. DUNCAN 1 IRVINE ROW FIRM NAME (If Applcabo) DUNCAN & HARTMAN .C. TELEPHONE NUMBER 717-249-7780 CARLISLE PA 17013 OFFICIAL USE ONLY 1. Real Esla!e (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) 114,031.76 3_ Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule 0) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Joinlly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 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 Governmental8equests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (8) 114,031.76 7,997.22 (11) (12) (13) 7,997.22 106,034.54 14. Net Value Subject to Tax {Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 106,034.54 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x _(15) X _(16) 15,147.79 X .12 (17) 1 ,817.73 90,886.75 X 15 (18) 13,633.01 (19) 15,450.74 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's ComDlete Address: STREET AD~RESS E ROW 1 IRVIN . CITY I STATE I ZIP CARLISLE PA 17013 Tax Payments and Credits: 1 Tax Oue (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Oiscount (1) 15,450.74 Total Credits (A + B + C) (2) 3. InteresVPenalty if applicabie O. Interest E. Penalty 4. TotallnteresVPenaity (D + E) It Line 2 is fTeater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (3) (4) (5) 5. II Line 1 + Line 3 is !Teater than Line 2, enter the difference. This is the T AA DUE. 15,450.74 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 15,450.74 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transler and: Yes No a. retain the use or income 01 the property translerred; ................ . ............................... 0 IZI b. retain the right to designate who shall use the property translerred or its income;......... ............................ 0 IZI c. retain a reversionary interest;.or ......................... ............ .................. .............................. 0 IZI d. receive the promise lor lile of either payments, benefits or care?..................................................... ... 0 IZI 2. If death occurred after December 12, 1982, did decedent transfer property within one ye?l of death without receiving adequate consideration?........................................... ............... ................................ 0 IZI 3. Did decedent own an "in trust 101' or payable upon death bank account or security at his or her death1........... 0 IZI 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designatianL......................... ................ ....... 0 IZI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ADDRESS ~ttSVt Ie It rzD~ SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value 01 translers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates 01 death on or after January 1, 1995, the tax rate imposed on the net value 01 transfers to or lor the use 01 the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure 01 assets and filing a tax return ?Ie still appIicabte even il the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a nalural p?lent, an adoptive parent, or a stepparent oflhe child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value oltranslers to or for the use of the decedents lineal benefICiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)]. The tax rate imoosed on the net value oltranslers to or for the use of the decedents siblinos is 12% f72 PS .9116Ia)(1.3)1. A siblino is defined. under Seclion 9102. as an RE~l5D8EX..(1-rm SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MCCLENAHAN FILE NUMBER 21 02 00992 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly.owned with the right of survivorship must be disclosed on Schedule F. 2. OESCRIPTION CARLISLE RETIREMENT COMMUNITY CORP. COTTAGE REFUND SEE ATTACHED IRS FEDERAL TAX REFUND VALUE AT OATE OF OEA TH 101,685.76 ITEM NUMBER 1. 12,091.00 3. PA DEPARTMENT OF REVENUE STATE TAX REFUND 255.00 TOTAL (Also enter on line 5. Recapitulation) $ 114031.76 RE\,l-1511EX+(1.97j COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MCCLENAHAN Debts of decedenl must be reported on Schedule I. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 02 00992 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) WILLIAM A. DUNCAN 3,991.11 Social Security Numbe~s) I EIN Number of Personal Representative(s) EIN # 25-1696377 Street Address 1 IRVINE ROW City CARLISLE State PA Zip 17013 Yea~s) Commission Paid: 2003 2. Attorney Fees DUNCAN & HARTMAN, P.C. 3,991.11 3. Family Exemption: (If decedent's address is not the same as c1aimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees REGISTER OF WILLS FILING FEE 15.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Rec~itulation) $ 7 997.22 IIZ____ _____._ ___...1_...1 :___..... _..J..J:~:___I _1-__1_ _Z11-_ ____ _'__\ RE'o,l1513EX+(Wl1) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVAN~ INHERITANCE TAX RETURN RESOENT OECEDENT ESTATE OF FILE NUMBER Urr' "'. 'AUH' .." nl>=n I 21 02 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS Qnclude outright spousal distrmutions) 1. William E. McClehanan nephew 1n 39 Vandevere Lane Columbus, NJ 08022 2. Jeffrey McClenahan nephew 1n 6 Eagle Way Middletown, NJ 07748 3. Dennis Mcclenahan nephew 1n 385 North Post Road Princeton, NJ 08550 4. Linda Beecher niece 1n 25 Woodland Road Ringwood, NJ 07456 5. Darlene Marzario niece 2n 2946 Quincy Turn Bensalem, PA., 19020 6. Stanley McClenahan brother 1n 118 Harris Road Prineton Jet., NJ 08550 ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEE $ flf mnrA ~W'.A i~ nMrlM in~ wkiitinl1~1 ~hAA~ nf thR ~A ~i7Al \'I.\GH.i$ F\E$EF\\IEO INC,-J>U- G. S'(S1:EMS, SE.NIOfll.NI'N ."'" g ~~ c:t: Z~ ~itI oi'll ~$ 'S~ ~~ :1-. ~ 2 %- (t) :>- ~ 0- n ~ g <1>. S <g . ~ b " '" ~ 3- ~ ~ . n 0> :>- -' '!l- (t) -0 J> ~ ..... <> ~ <...> t1\~ ;:,,% R<f('l = '" .. =""'1\ ~.~~ " (\) ~ II> (\> Co ;!: \ n ~ o a :P~ %~ ~~ -a. 6 1~ ~ \ g- '. " , -" 1'> % <I> '11 -" ~ ~ ...~ ~ It -" -" .>- -" "'" :> ~ t1t ~-s ~~$'$~~ 'X) 10') N (:) c> "j-..)boo ~~o g ~ -o?JQl -o(1)-g?,,~ lll'Q.?J"'$ a"""\\\a::l to ~ _, -:;j, ~"I- ~ iii' U) 6-::110) ~ s'Q % '" ?J "TI co S.$$a ~ 0:.." (\l ~~m~ .., Q :S.9!. ~ 'Tl5 a Q~.zg : ..... -0 (t) . g@.:,. (1) 0. co 0>-" o ~ 0- =r ~ ~S'~ == Y!.~ ~~a a~ ... % ~. ~. g -" 1'> :I g ;: ~ (1) o ~ Cl % -" ::> N <> ~ ;: ~ (1) :; Cl \!\. (\> o to !2. $'. 5 U) g ~ i. t:1. ~ % <> -" ~ ~ .. ~ s: ~ - <ll =' ~ ~ " (? j f <; -- P ::5 Sl- rJ d '^ on .1> V\ must lIill ttub Wtstumtut of I, MILDREDL. MCCLENAHAN, of2207 Circle Road, Carlisle, Cumberland County, Pennsylvania, 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 any and all other wills and codicils heretofore made by me. FmST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be cremated and interred within the US Cemetery at Fort Indiantown Gap, Pennsylvania. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave if necessary. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death as follows: one-seventh unto my brother, Stanley Eugene McClenahan, per stirpes; one-seventh unto my nephew, William E. McClenahan, per stirpes; one-seventh unto my niece, Darlene Marzario, per stirpes; one-seventh unto my niece, Linda Beecher, per stirpes; one-seventh unto my nephew, Jeffiey McClenahan, per stirpes; one-seventh unto my nephew, Dennis McClenahan, per stirpes. The remaining one-seventh shall be used to purchase an annuity account for the benefit of Darlene Marzario, which annuity will make lifetime payments to her when she attains the age of sixty-two (62). If Darlene Marzario fails to survive me or fails to attain the age of sixty,two (62) or dies prior to all the annuity payments being made, then the balance of this bequest shall pass to her daughter, Hollis Marzario. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death as follows: one-seventh unto my brother, Stanley Eugene McClenahan, per stirpes; one-seventh unto my nephew, William E. McClenahan, per stirpes; one-seventh unto my niece, Darlene Marzario, per stirpes; one-seventh unto my niece, Linda Beecher, per stirpes; one-seventh unto my nephew, Jeffrey McClenahan, per stirpes; one-seventh unto my nephew, Dennis McClenahan, per stirpes. The remaining one-seventh shall be used to purchase an annuity account for the benefit of Darlene Marzario, which annuity will make lifetime payments to her when she attains the age of sixty-two (62). If Darlene Marzario fails to survive me or fails to attain the age of sixty-two (62) or dies prior to all the annuity payments being made, then the balance of this bequest shall pass to her daughter, Hollis Marzario. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate as follows: one-seventh unto my brother, Stanley Eugene McClenahan, per stirpes; one-seventh unto my nephew, William E. McClenahan, per stirpes; one-seventh unto my niece, Darlene Marzario, per stirpes; one-seventh unto my niece, Linda Beecher, per stirpes; one-seventh unto my nephew, Jeffiey McClenahan, per stirpes; one-seventh unto my nephew, Dennis , McClenahan, per stirpes. The remaining one-seventh shall be used to purchase an annuity account for the benefit of Darlene Marzario, which annuity will make lifetime payments to her when she attains the age of sixty-two (62). If Darlene Marzario fails to survive me or fails to attain the age of sixty-two (62) or dies prior to all the annuity payments being made, then the balance of this bequest shall pass to her daughter, Hollis Marzario. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHm. I hereby nominate, constitute and appoint my brother, Stanley Eugene McClenahan and my Attorney, William A. Duncan, as Co-Executors of this my Last Will and Testament. I hereby relieve my Executors from the necessity of posting security in connection with their duties, as such, in any jurisdiction in which they may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executors, in their absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. NINTH. I have made, or may from time to time make, a Written memorandum expressing my desire to give certain items of personal property to-specific persons. I urge my Executors and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in conjunction with this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will . and Testament, consisting of two typewritten pages this.2'.srday of May, 1997. - kJ~;Z)ll~ MILDRED L. MCCLENAHAN Signed, sealed, published and declared by the above named Testatrix Mildred L. McClenahan, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. j~~ 't; {/&QJ ,/ ~"I ;pX~ COMMONWEALTH OF PENNSYLVANIA : SS. COUNTY OF CUMBERLAND I, Mildred L. McClenahan, Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ?l!'/~1.L~C.~ MILDRED L. MCCLENAHAN Sworn or affirmed to and aclmowledged before me, by Mildred L. McClenahan this2t~rday of May, 1997. tJ~/A' _~ Notary Public NOT. MAL YEl.DA M. ~ NatIuy Publlo Sh/pp8nIIIurg Iloro, Cumberl8IKI Counly, .... My Cammloalon Expire. Apt Ill. 19l18 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, S<.v> 0-", j .0#0' and /"';se;...j!. S'f;" ~ the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Mildred L. McClenahan sign and execute the instrument as her Last Will; that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. L~~ ~ LltQ / ):;t~. R}X~ Sworn or affirmed to and subscribed before me by $", S .. .... J. (J 1+0 and )...;.5 "- ;e. S +-: "e , witnesses, this ztsfday of May, 1997. NOTAmAI. VEI.OA M. SEASe. NatIuy PublIc Sh~pJI1IIug Boro. ~~ Pa. My 00ntmIael0n Expires Ilpril Ill. I. )I~.~ Notary Public COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT AMOUNT CONTROL NUMBER NO. CD 002452 DUNCAN WILLIAM A ESQUIRE 1 IRVINE ROW CARLISLE, PA 17013 fold ESTATE INFORMATION: ssN: »s-32-1478 FILE NUMBER: 2102-0992 DECEDENT NAME: MCCLENAHAN MILDRED L DATE OF PAYMENT: 04/ 1 5/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/30/2002 101 ~ S 15,450.74 REV-1162 EX111-961 TOTAL AMOUNT PAID: REMARKS: WILLIAM A DUNCAN ESQUIRE CHECK#109 SEAL INITIALS: AC RECEIVED BY: DONNA M. OTTO S 15,450.74 DEPUTY REGISTER OF WILLS REGISTER OF WILLS l ~- J~ /~ `, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISION DEPT. 280601 HARRISBURG, PA 17128-0601 WILLIAM A DUNCAN DUNCAN & HARTMAN 1 IRVINE ROW CARLISLE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% AFP (01-03) ~~;~ ~;x. DATE 05-12-2003 ~ _ ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 FILE NUMBER 21 02-0992 'd3 f ~(kY ~ ~ ntn _j 7 COUNTY CUMBERLAND ACN 101 Amount Remitted ~y,-~.t PA ~A~~ - MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCCLENAHAN MILDRED L FILE N0. 21 02-0992 ACN 101 DATE 05-12-2003 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) C2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 114,0 31.76 tax payment. 6. Jointly Owned Property (Schedule F) C6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets (8) 114 031.76 ~ APPROVED DEDUCTIONS AND EXEMPTIONS: 7,997 .22 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11 . Total Deductions C11) 7 • 997 - 2? 12. Net Value of Tax Return C12) 106, 034.54 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14 Net Value of Estate Subject to Tax C14) 652,982.39 . NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 .00 17. Amount of Line 14 at Sibling rate I17) 93, 283.19 X 12 = 11 , 193.98 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 559,699.19 X 15 = 83,954.88 19. Principal Tax Due C19)= 95,148.86 rwx rocnrre. PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 01-23-2003 CD002077 3,984.91 75,713.21 04-15-2003 CD002452 .00 15,450.74 TOTAL TAX CREDIT 95,148.86 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 NOTICE OF INHERITANCE TAX HARRISBURG, PA 17IZa-o6ol APPRAISEliENT ALLONANCE OR DISALLONANCE OF DEDUCTION, AND ASSESS![ENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 IX AFP cai-oa> DATE 12-22-2003 ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 FILE NUMBER 21 02-0992 COUNTY CUMBERLAND SSN/DC 176-32-1478 STANLEY E MCCLENAHAN ACN 03100926 118 HARRIS RD Amount Remitted PRINCETON NJ 08540 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-22-2003 ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 COUNTY CUMBERLAND FILE N0. 21 02-0992 S.S/D.C. N0. 176-32-1478 ACN 03100926 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 23773-55 TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST ( ~ TIME CERTIFICATE DATE ESTABLISHED 10-12-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 1,033.08 X 0.500 516.54 .00 516.54 X .12 61.98 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 12-30-2003 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 61.98 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.30 TOTAL DUE 63.28 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ C IF TOTAL DUE IS LESS THAN S1, 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. ) COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 171za-a6o1 NOTICE OF INHERITANCE TAX APPRAISENENT ALLORANCE OR DISALLONANCE OF DEDUCTION, AND AS5ESSNENT OF TAX ON JOINTLY NELD OR TRUST ASSETS REV-1548 IX AFP (OI-03) DATE 12-22-2003 ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 FILE NUMBER 21 02-0992 COUNTY CUMBERLAND STANLEY E MCCLENAHAN SSN/DC 176-32-1478 ACN 03100924 118 HARRIS RD Amount Remitted PRINCETON NJ 08540 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1 ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-22-2003 ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 FILE N0. 21 02-0992 S.S/D.C. N0. 176-32-1478 COUNTY CUMBERLAND ACN 03100924 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 23773-53 TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST CX) TIME CERTIFICATE DATE ESTABLISHED 08-30-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 512.47 X 0.500 256.24 .00 256.24 X .12 30.75 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+~ INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 12-30-2003 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 30.75 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .64 TOTAL DUE 31.39 * IF PAID AFTER THIS DATE, SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, 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. ) COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 171za-o6o1 NOTICE OF INHERITANCE TAX APPRAISENENT ALLONANCE OR DISALLORANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX qFP (01-03) DATE 12-22-2003 ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 FILE NUMBER 21 02-0992 COUNTY CUMBERLAND SSN/DC 176-32-1478 STANLEY E MCCLENAHAN ACN 03100925 118 HARRIS RD Amount Remitted PRINCETON NJ 08540 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-22-2003 ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 COUNTY CUMBERLAND FILE N0. 21 02-0992 S.S/D.C. N0. 176-32-1478 ACN 03100925 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 23773-54 TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST C ~ TIME CERTIFICATE DATE ESTABLISHED 08-30-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 512.47 NOTE: X 0.500 256.24 .00 256.24 X .12 30.75 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 12-30-2003 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 30.75 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .64 TOTAL DUE 31.39 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 STANLEY E MCCLENAHAN 118 HARRIS RD PRINCETON NJ 08540 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISE![ENT ALLORANCE OR DISALLONANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AfP (01-03) DATE 12-22-2003 ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 FILE NUMBER 21 02-0992 COUNTY CUMBERLAND SSN/DC 176-32-1478 ACN 03100923 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-22-2003 ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 COUNTY CUMBERLAND FILE N0. 21 02-0992 S.S/D.C. N0. 176-32-1478 ACN 03100923 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 23773-52 TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST CX) TIME CERTIFICATE DATE ESTABLISHED 04-20-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 1,081.97 X 0.500 540.99 .00 540.99 X .12 64.92 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 12-30-2003 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 64.92 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.36 TOTAL DUE 66.28 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN S1, 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. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 STANLEY E MCCLENAHAN 118 HARRIS RD PRINCETON NJ 08540 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISElIENT ALLORANCE OR DISALLONANCE OF DEDUCTION, AND ASSESS![ENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-I54B EX AFP (01-03) DATE 12-22-2003 ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 FILE NUMBER 21 02-0992 COUNTY CUMBERLAND SSN/DC 176-32-1478 ACN 03100949 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-22-2003 ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 FILE N0. 21 02-0992 S.S/D.C. N0. 176-32-1478 COUNTY CUMBERLAND ACN 03100949 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 23773-51 TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST CX) TIME CERTIFICATE DATE ESTABLISHED 04-20-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 5,474.16 X 0.500 2,737.08 .00 2,737.08 X .12 328.45 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 12-30-2003 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 328.45 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 6.88 TOTAL DUE 335.33 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ^ C IF TOTAL DUE IS LESS THAN S1, 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. ) COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA l~lza-o6o1 NOTICE OF INHERITANCE TAX APPRAISENENT ALLONANCE OR DISALLORANCE OF DEDUCTION, AND ASSESS![ENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (01-03) DATE 12-22-2003 ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 FILE NUMBER 21 02-0992 COUNTY CUMBERLAND STANLEY E MCCLENAHAN SSN/DC 176-32-1478 ACN 03100947 118 HARRIS RD - Amount Remitted PRINCETON NJ 08540 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP CO1-03~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-22-2003 ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 COUNTY CUMBERLAND FILE N0. 21 02-0992 S.S/D.C. N0. 176-32-1478 ACN 03100947 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 23773-05 TYPE OF ACCOUNT: C ~ SAVINGS ( ) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 11-21-1985 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 11,662.24 NOTE: X 0.500 5,831.12 .00 5,831.12 X .12 699.73 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 12-30-2003 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 699.73 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 14.67 TOTAL DUE 714.40 ^ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, 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. ) COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 1712s-ocol NOTICE OF INHERITANCE TAX APPRAISE![ENT ALLONANCE OR DISALLORANCE OF DEDUCTION, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP coi-oa> DATE 12-22-2003 ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 FILE NUMBER 21 02-0992 COUNTY CUMBERLAND SSN/DC 176-32-1478 STANLEY E MCCLENAHAN ACN 03100948 118 HARRIS RD Amount Remitted PRINCETON NJ 08540 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-22-2003 ESTATE OF MCCLENAHAN MILDRED L DATE OF DEATH 10-30-2002 COUNTY CUMBERLAND FILE N0. 21 02-0992 S.S/D.C. N0. 176-32-1478 ACN 03100948 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 23773-50 TYPE OF ACCOUNT: C ) SAVINGS C ) CHECKING C ) TRUST CX) TIME CERTIFICATE DATE ESTABLISHED 12-23-1999 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 5,548.40 NOTE: X 0.500 2,774.20 .00 2,774.20 X .12 332.90 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 12-30-2003 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 332.90 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 6.98 TOTAL DUE 339.88 ~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ^ ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) No.:, 2A 4) L- qq Pursuit to Rule 6.12 of the Supreme Cou~ O~h~s' Cou2 Rules, I repo~ the follow~g wi~ respect to completion of the ad~stration of the above-captioned estate: 1. Stat%~heth~r a~stration of the estate is Yes~ No ~ complete: 2. If the ~swer is No, state when the personal representative reasonably believes that the a~s~ation will be complete: 3. ~ the answer to No. 1 is Yes, state the follow,g: a. Did the personal representative file a ~al accost with the Coum? Yes _ No ~ b. The sep~ate 0~h~' Co~ No. (if any) for the personal representative's accost is: c. Did the personal ]~_presentative state an account informally to the parties in interest? Yes ~No [~ c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court [ [-~/0 and may be attached to thi~~!~~V~ Date: ~ ' ~ Name "~ '~ Address -- ( Telephone No. Capacity: [--] Personal Representative ' ~ Counsel for personal representative JRD/June 30, 1992/17858 In Re.' Estate of Mildred L McClenahan · ORPHANS' COURT DIVISION Late of South Middleton Township ' COURT OF COMMON PLEAS OF · CUMBERLAND COUNTY Estate No.: 21-02-0992 ' PENNSYLVANIA NO. 21-02-0992 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.127 SUPREME COURT ORPHANS' COURT RULE Personal Representative: William Duncan Counsel for Personal Representative: William Duncan Date of Decedent's Death: 10/30/2002 Date of Delinquency Notice: 08/11/04 The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 11/08/04 :~~ ~.~j ~ .~~~ Glenda Farner Strasbaugh (~ - Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for at in Courtroom No. 3. If the Status Revort is filed prior to the hearing date, the hearing will automatically be cancelle~~,~~ Ge °rgc&E · ~° ~fer~/P Jr.~ ~