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Home My WebLink About01-0251 ,REV.1500EX(6'~1 w ,.., ):::g;cn u ."" W"U ",00 U"'.- .... .. '" ci.'\\ ,.:'..'{'" /6 -c:2/.6-=- .Q- REV-1500 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W o W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) McMahon Jeanne L. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) ___Feb_ruary__26, 2001 __Q",~~mber 23,_1925 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, ANO MIOOLE INITIAL) [3"'1. Original Return D 4. limited Estate 0'6. Decedent Died Testate (Altach oopy of Will) D 9. litigation Proceeds Received D 2, Supplemental Return D 4a. Future Interest Compromise (dale of deall1 aner 12-12-82) D 7. Decedent Maintained a living Trust (Attacl1 copy 01 Trusl} D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ,.., z w o z o .. '" w '" '" o U OFFlr,I^L lISF ONLY ~ FILE NUMBER -2-- --l-- -- -0- -l- COUNTY CODE YEAR -0- -2-- + --l NUMBER SOCIAL SECURITY NUMBER 349 18 -- 2435 THIS RETURN MUST BE FILED IN DUPLICATE WITH THf REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of deatl1 prior to 12-13.82) [31'. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Macl1Sch01 NAME MPlEtl:b. ALL CORRl:llpON ENcE AND ClONI' N o~ A I COMPLETE MAILING ADORESS John M. Eakin FIRM NAME (If Applicable) Market Square Building Mechanicsburg, PA 17055 TELEPHONE NUMBER 717-766-3172 1. Rea! Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (I) (2) (3) (4) (5) 100,R?1 97 14~.000 00 7~1,Rll R1 4. Mortgages & Notes Receivable (Schedule D) z o ~ ::J l- ii: c( o W D:: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (7) (6) (9) (10) 9. Funeral Expenses & Administrative Costs (Schedule H) fi4.711 04 2.091.2~ 10, Debts of Decedent, Mortgage liabilities, & liens (Schedule I) 11. Total Deductions (total 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 not been made (Schedule J) 14. Net Value Subject to Tax (line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;;: I-' ::J Q. :E o o ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 (IS) x.O ft (16) x ,12 (17) 16. Amount of Line 14 taxable at lineal rate 932.809.~1 17. Amount of Line 14 taxable al sibling rate 18. Amount of line 14laxable at collateral rate x .15 (18) 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQU~StING A REFUND OF AN OVERPAYMENT ;<......,..,', -~, ''to ANliWeft ALL (I OFFiCiii.[USEOf.lLY (8) 999.fi11.RO (11) (12) (13) 66.824.29 932.809.51 (14) 912.809.~1 41.Q7li 41 (19) 41. 976. 43 AI4 . ..,{.J.'<:t....',. 'f; Decedent's Complete Address: STREET ADDRESS llOfi Cnrk1in ~~rppt CITY .. .._-11ecl1anic.sburg, J:'A____ STATE PA Tax Payments and Credits: 1. Tax Due (Page 1 line 19) 2. Credits/Paymenls A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits (A + 8 + C ) (2) 3. InleresUPenally if applicable D.lnteresl E. Penally TolallnteresUPenally ( 0 + E ) (3) 4. If line 2 is grealer than line 1 + line 3, enter Ihe difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 10 request a refund (4) 41,Q7fi.41 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) (5A) (58) A. Enter the interest on the tax due. 4LQ76.41 8. Enter the lotal of line 5 + 5A. This is the 8ALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT 41,976.43 """fS~;).~?':"d!\~"?i~~~~4Y;,i"W',t#'f)~~'!'-4:"'~':V:,,:~~.~~::"_':Ig,~,~.~,:;~,:f}W:l~~;:',::"l,~,~It~,~,\e.f~,~-'lU';~,'ffJ.i~l(rt""~FT"':',},~,,,,.,,,,, ~'" _~, ~ ....,""""'f, ,'''''' .' ,.. ,... ,I"" ,- . " PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ~ ~ W 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; ................................ ........................................................ D b. relain the right to designate who shall use Ihe property transferred or its income; ......... ...................... 0 c. retain a reversionary interest; or..... .......................... .................... ...................................... D d. receive the promise for life of either payments, benefits or care? ........... .......................................................... D 2. If death occurred after December 12, 1982, did decedent lransfer property within one year of dealh without receiving adequate consideration? .............................................................................................................. D 3. Did decedent own an .in trust for" or payable upon death bank account or security al his or her death? ..".......... 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ... .................. . ..................................... 0 W IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. o c:r-- Under penalties of perjury, I declare that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief. it is true, correct and complete. Declaration of pre parer other than Ihe personal representative is based on all information of which preparer has any knowledge. DATE ~ /;1 SIGNA :3 ADDRESS 6 For dates of death on or after July 1, 1994 and before January 1, 1995, the lax rate imposed on the nel value of transfers to or for the. use of the surviving spouse is 3% (72 PS. ~9116 (a) (1.1) (i)). For dates of dealh on or after January 1, 1995, Ihe tax rale imposed on the net vaiue of Iransfe's to or for the use of 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 of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary, For dates of death on or after July 1, 2000: The tax rate imposed on the nel value of transfers from a deceased child twenty-one years of age or younger at death 10 or for Ihe use of a nalural parent, an adoptive parenl, or a stepparanl of the child is 0% [72 P.S. ~9116(a)(1.2)]. The lax rate imposed on the nel value of transfers 10 or for Ihe use of the decedent's lineal beneficianes is 4.5%, except as noted in 72 P.S. ~9116(1.2) (72 P.S. ~9116(a)(1)). The lax rate imposed on Ihe nel value of transfers to or for the use of Ihe decedent's siblings is 12% [72 P.S. ~9116(a)(I.3)). A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ''''~''':I''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FilE NUMBER Jeanne L. McMahon 21-01-0251 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is Jointly-owned with right survivorshin must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH House and Lot - 1106 Sale price reported, Cocklin Street, Mechanicsburg See Attached Settlement sheet 145,000.00 TOTAL (Also enter on line 1, Recapitulation) $145,000.00 (If more space is needed, insert additional sheets of the same size) A. Setllelnl!tJl SlalemetJl U.S. Derarlment of llou&lng lInd Urb:," Development ~ :'-1: ~..D'P~.o'Loa"__~ ~. ?~~~:B~:~':^,": Gem" V,,"" r """''''''';... '~'... [' ""'"",,.;. "~HC:'''~~''~;~''';;N;.";;; c. Nol(l: 'hl~ IOHn 1~ ftIt111~hrl,.j 10 plvn YOUl'l ~''l!'''rl1'''nl 01 octo;,1 ~eWe'n(!nl e\ls1!!. Amounts paid 10 olld by lhe selllormmllIgenlam shown. I1mns marked "(p,oe)" WIHn tlnld outside dosing: 1I10Y me shown hlHI'! lor Inrormllllorml rlllrposes lInd 1101 _~__~lc1udeil'~~Jolars. I;l,N.."...."d^dd'..""ln","''''N OMB Approval No. 2502-0265 ~H.;,~~;;;;;l ^d,j;~;;;;; ii~ ftJ;~~;~^,jrl-;;;;;;;!i;;;d.; ltLAttt: t. blt;'ttERICK AUsoU L. oAtil:l-utETTEntCK ~o. fltll.T..Et III;\1/~UMIiE.tAND rA 170'0 ctProj;,,,tvtnc.tIr,,, Hb~ hohkWI STnEET TEnnEtICt=. E. MeMAffO.i Tlt()MAS J. McMAHON. eXECUTORS JEANNE L. McMAHoN ESTATE MEMin:nS isT TED. CREon UNION P.O. BOX 40 MEC"AkrcSBURn PA f7055 f! 8~11l~"'Mt ~g~nl MunnEi. R. WALTE)'tS, fJI,_l:sa. n;;o;;;;i1~;iii;;;;;;;;;r - - ---- .- - lSenlemenli);i;i'-- M.cItANfco.UnD .., PA 170515 54 EAST MAIN STREET MECffANICSBURG 6128/01 Blocl.;: PA 17055 OI'b\JIumenIO.le J. SUmm.ry 01 BOTlllWOf'. Tranuclllln io~. -b;~.. .i;;;~uhi b~~ f'~':;' Borrowet l~-i~_;~;_~~~P!!C~:~-~n - -- '" .!Qt. Perso!!!!'p_rojl!lt!y: !!It Selllll~.!!l#!g!ll!_il?b_(I.rt~..!l.!_~~IIJ."-OO) _ j<iL-__.._~_.. lo!;. .~ AdJ~~-~~II_/o~II~~~lp'ld by.i!IlH';_';l ~d~~-rl~; 10tl.'Cltyll~~-j;;xe!l'------ '10 --- ,,- -- jOI.:Cotlf1lyt~-xe~- __~{28ioi 10 iiiii,iii 166: -b;me,J~ in llji.---.-----n-- 10 Fi--==~_~_=-- - I;; !!L__ __________!o Il~. to fij.----..- io ll:r--'~-- to l~~----'---- k,.----n--- ,U~. ij,~;. AirioUill b~~~;~i~~~~~;~--- !t1If. Jujj3!lft!I!~~!i~y._Q!_~h.!~_I!_'lt!l_~~j~wor_ ~lIt. t:lii~!!2! lIji~.t_m~_n!i)'___________ M~. f:irlnelP.dl ilmbUnt ol_n&\lllo~n(~) ~t_J,!!!~_~~lj('l~_~~;_~_l!bi~iJo._ - ~Ii( ~:---:--~-- ~~-:--- .------ 20t~--'---------- ----...,-------- ~._---~._--~_. -----.--. loll. Ailf\!!!~~hli 7~ jjifn~;'fi1;~~!j(~-~-=-:_ .--- -=--=~~~~=-~ ~16, tllylfoWrlltiKlI' . _10 iI~t~!.1;d- --.-------t;; ~t~'- AiI~~~,;ni, i~ ~~..-...-. ----- ..-----10 ~if----~- iO 2i!:.---~-.------lo--- ~8...-.-~- - ----- ~ ~lf.------..-------- .fo--~--- ijf----~------:_--. --10--- ~!~,--=~-=----='-===~~-~._-----_. K: Su',!'mBr_y_!" S.llor~~ ~r.!n!.._,:II?" 400. Grou Amounl Due Tol'llll1llr -.1.i~,~O~.oo ~Q~-. C~nl~~;'a;~1 ~,;~ --- _ ___ ___ __ 11:!? -"'1!'1t~1I'~CPllrlr _ _ ~,_~~~_.~~ 41:!~. 491. 405. 8128(01 --- }4~.~~~OO ~dill!,_l!l~"~l~ !~f ile~_~ i~i_~ 1:~!1_~-;-'~;~~-n~-;~--- _ .. _ _ _ 40ll _~fjyff~w.!.1_I_"",lII 10 _2_'12.99 40r. Counly!axe_B_ 0/20;01- -t~ 1iii1/01- 40,! Alle!lm_(!nll 10 ~C!.'!=---__ _~ 4!,?,__ __Jo__.. __ __~__.___ 4tL. J'!_____ 4i? .1.,. 4JL 10 ~J!._ _ ______ __~o __ 4~. ~.._____\o i50d~8.9'" .120. GrouAmounlOueToSell.r ____~ij~.l! i4!512~i.oi __ ____ !!It). ~._~~!I~n.IJ.I!_~~ol!!!.I.!?,u!loJI'J~!,r __!,~!!'~ ~l!.!~~Il!~e~I!.J!I.!'!,_In.!!.~~I!l'___._ _......._~~~~_~~O !K'?.. ~~~I.!!_":Ie.n! ~~ergt:l:!_I~_~,,!~(!r(I~1I. l~()O) 5Sl~. ~~I~Il!..'91~!l_('J ~~II.l.l_l!,:!~~1 ~~ ~_O~: r~~~~ nt_I_' m..,.rlgll~~!t':! ~!i.._~BY:;l,f!!'!_l!l!.~!l~_!T'l'!,g_Bg~I!l_B_~ .. _______.___ 50B. ~~~. ------_. -'- ._._------~._---- ~g.B--'-___... ______._._..____n__..________ 509. -~~~I~jt~;!!fl_!;i~~~~p~~~;;;!~~~------- ~.!Q._l::]ly~?~t~~'!~__ 10 ~~!. _~~.I!ll~~'!~. to ~!? !,~~_e.!ll!'!!e.n!, - - to !1!~ 10 ~I!.______ ---k;---" ~J~ 10 5.!.!!:.. -to- ~tL_____ __u ~______ 51~,__~_ __.___.__._~~.u__._____~_._,__ _.~______.. 5~!J_'___________.__._.~____~_...___.___~_.___~__._ S,~_03.ii(i UO. toMp~tdlJyrtorllOiTo__ H',ood.OC1 510:. tob,! A"ductlon Amoiml bu. Sillier 9r8D3.od ~lid. t:.ilh At Stit!lllmilnl Frolll'To Borro.....ilr ~l!!!. .~.l!~~_~ll_I~~!_~_!~!l.~~~'!!_i!l!!!~f_.__ ~~L~~~~~~t~.J:~ b.~~~~~.Qin~'?ql__ "-i5D,li8~9'i J?D~. ~~__'!~I_~u.e.Jt!_~_elle!__~lnl!4?QL_~_ ~~:J4~.!!~!! !O~. L~~~II~1 PB!tby!!~~ bO~Ill~r f~!.l'! J~O)_ t _ ~-il~,~~~~o 8Q~~Il.~..f~C~(IIlI_~_~I'-~~_l!_seller QI~~~?O) !5,-~_l?_~~()_'!) ~b~. bie~ t&1trom t1 to!lOtrowllt :M.H8.9~ 80-1. Ceft'l fR} to 0 tromS.IM, 139,40lJ.DIJ TMUndel.lgf1lldl1l1lebyttcknOW\adgel1->eleclllplolecOI1lJlleledc"llyofPapes1&2"rltll'I!lllemeI11'\ilnyeUllchmenlllelemldtohl!rell'l. j HAVE CAREfUUV IlEvlEWED HIE HUD.l SETllEMF;~T STATEMeNT AND TO TIlE BEST OF MY !<NOWU'OGE AND BELIEF, IT ISA TRUE AND ACCURATE slA1EMeNT OF All ~ECEIPIS AND DlSBU~SEMEN'S MADE ON MY AccaUtn OR BY Me IN TIffS fRAt/SACHaR I nmnfE"Rt;:ErWrV TlII\T IIMVE nEc!:M:o A copy 01" tilE IIUO-l SETllEMENT ST^tEME~11 tiokhoWEk __..________________..___._ SElll:R ....___. ..,,__~_..____u_____~ ..._.______~ BdR~OWER . . .. .. SElll:R td HIE ~Esior. My KtjoWi~OGE-T1li.liim-1 SfTTI.EMENJ stA ~MFNT wHICH I HAVE PIlF.t'MEOiS II. TRUE~^Nb ACCURATE ACCOUNT OF THE FOHOS W1UcU WERE' RECEIvED AND II/WE Beerl on WItt BE" OfSBlmSEO BY rilE UllOERSIGrlED AS A PART or WE SHTl~MEJIJ 01' nrFS TMNSACTlOtl lJ.rJJtNIi'IG: It Is A CRIME to IdJowINO'_Y MAke rAlsE slATI:-MENfs ro TilE utmEO STAlES O!"'llUIS otl AhY SfM1tARtORM. F'E"NAlrreS UPoN COWVJCTlOll CAlllt~ClUDE II. f'tNE AND IMpRIsONMENt. FOR DETAIlS SEE: T1ILE HI U.S. CODE SECTION 1001 & SECTION 1010 . Previous Edition Is Obsolete HUD" 1 (3.86) RESPA. He 4305.2 1,., _S~lIo'~'Dnl CI!~_,paS __ ~~I!I.L~!!!'{!!r_,?!.~(~C_o~nmll1;'_t~''-''"_8!d .!l,'l pr~,ce J __ _ _1_~_~~~_~~O_@ _~.~~__ -----.fI!~~ill!'_ otCo~~~~__(f/!ll!,.!:.qgl_"! '2~~'''':'~ !Qli______. _______ 4,350.00 10 REMAX !!!?~__ ________ _~__ 10 103. Comrnluton--'paklalSlllUemenl, -- - 7Oi.-"-- ---...------- !~I~'!1..Plty.8~!.J~~o.!'_!l.cUo"Wllh lo,n ~QJ'-J~n_Ql'IQI~I~0f.1_~l:!8 _ - - % ~~:_ ~.,.llllQI,e!'LJlIl % ~~,_N'r~lll!lI~t.l'I,,_ _ _'0_ 804. tTed1tR...,,_ori 10 !~~1:~~~?~~=::_~"'o~~_-=____~ . bOll. MbrttoAoE ArpllcATlotf MEMbERS 1ST.i_~~_~~.~_!.~.cj 809. UilbERWhtrtNO rEI! -.MEMBERS'iii:r----- ~i~~J>.~M!!!!'_~~~_j;ARA!ioti---_,.,~MBERSJST . bII. - -- -. . .-... ilTi:-n---".-- ~ji:-~ -- u_ ----. ~~!~! ltequl!!..dPli~'!.'~_tJ.! ~,~ ~I~~~I~ _ ~ __ ~ch.tde~-'hrln_~~..:Ilf.!e_9Q! ~Urilit!_l!?JJ~_ tiI2~~J.________ ._~_l!__!'-'!{~~~L__j)_*-~.~=_~.!59T__.. ______~~!!Y__ __ ____~..._ ~.~ltll.~..~;u'lih~r:!~ry11~'!l_r~~_..____ __ ____~.__. monlhll,Io _. n_ - ~,3. Hazlin! In~~t!l!!~ PIfI~!lIm--'~!..~_.. . ._.-___ ~y~;_~_~~==_~~_~.~~_~-=--"--- ~,~-.~---. _ __ ,,____ ._____._ ___y_e~IIl_!l!_______. tbd3, Ritiitvili birpollll.d WlIh linder. fM/. uiziiin-;;t~nee-----j----.---- '" .____~~!I!CU_~~~~.=---j~~_~~_:~~!~------- .---------. ~~~.._-.~=!~~.!J ~=~~_=_== LtI@,JJ~~~giI~~~~.;~.-~=~=-- _ "'-on!h_~@I_! ____.._____ ___~!...!.'.l.o!1~ lootJ:::~yjJ~~!l,!f:d_!~!II,.________ _ nion~_l~@_~ __...__ __Jl'!l'_.!!1.s'!1~". !Qil-.Lf.oi!'l.!.It~~e_t!yJ~~~!I _!l___ . .IT\Onllt!l@lt__ _ _~~~tJ.Lpe!_!'!""\!l.___ lOti!;. Annulllll!ises'lTlenlll monlhllO' filiI_month loofitiiiBbL tNt - i ITlOI1~tll@~ ~~_~iI pe!_~~nth -- tbii~-'---- - u___ .!!1.~~!!!.CJ______.. Y."'!...'J!O!,~h__ fOOl. -l~------ lJ!li~nl .i28.bZ H61. tlll&chir,_U llti!. ~ilUem;;;t~,d~!L~_~~_~~=-,--~~:~_-=--=--~_ t~ llb~, AhiluidtitUUueeteh 10 Tld!.1t1t~x8m"llilton -----------=:_.~~:i~_~= __~~~:_.m---~=:=___=:_=_'~ __ _______.. =~=-=== t'04. TjffeltliUrsrn:ef,r;d;~--'-----' Ia Ii!!!!,,~~~~~p~~~~.n.--------- __ jo - -..-----..---.--. ..---...------ l~~~J~~______._______.I? . cAsH . _ ____ _____ llit!ll~rh~'lIJe.!!_. _ 10 li?HH.~!-__~~!tji~~j~~. ~ __-,".~._~ ____tL~'!~_~b~~.~etl!S.11~ll1~r.~ ______< _ __< ___ _ ________ _ __ ___~__ llod, 1111& I.,~t.lrllncil .. 1_0 MtinnEL n. WALtERS,"', ESQUIRE _1,,?~O.!,.o ~-JI'!.c1!.~il!l;~i!I!l_~~~~~.'!':_ JJ_~lj.!~~,J~i - . _ _ _ _) _ _ _..._________,_ l1~!t, hn~!:!.~ov"!n:~.__ ...._____.___.. !__ _. . 'iEi.bbo.OIj-'- - _ _____________ _ .___________ !!1Jl~ Own~_a,v.,r'!~_______.________.. $____.--l-!S,dOb~=.~-=_=~~.:______.___.__ _____________ .__~ 1111. . , jji;:--~-.~----u---u W~----..-- ..-- ---.-----.~- 120d. OOVlrit":l!r:!.l!~.col~!!!g~"d .r:~_l!l!~~r .!=_~~~!._____..__ _________. __ __ ____ L~L_!!~dLngJ!l_.,~,__~~___L_____ '" ____:i~:~~__d,!?f~ge,,_t_____ ____!l_1.:~J~ _:_~eIG~~~~ $__ lm.s~--.Y"_/Y_~~~~~~~._.t__ . _____~,~~.~_;1_!Cl_!~~ ___~ t;i~ti~~~iitiii~~M~NtOF MOlttOA~~~O.OO -,.~.!!g!lg_e__.t__._ iios.---'-~~'-------'-~-"---- ------..-.---~-..-- UOO. -,A.ddIUonal SetUitme"~CharlJe' ____.______. .________ _____....__._ 1301,- $u~:_=-.~-'-~=-~~__~:~-~==-~:~-,~___ 1.302. p_~~~I.~.___...J!l_~C?~_~~. ___ t"';. jfiil: IiAkkY LltEettAkD,tAll l:dllECToirioiil-2ooioeHoOL TAX .... i~===~_=-.----._-' ------.----.. -~.--------.-----------" 1308. t;or-----.------ i30d.--.----..---.---- Hbll. .tolal S.tUamiml Chlllglll (ent., on linea t03, S.,cllon J and 502, SeeUon k) 4905,92 !J B03.0Q I HAVE CAIlEFUlI.Y I'1EVIEW!:O TIlE llUD.j SET ILEMENI STATEMENT AND TO TIlE BEST or MY I<NOWLEOOE AND BF.LIEf, IT ISA TRUE AND ACCURATE SfAt.EMEUI OF ALL RECE1PTS1\ND OISBUnSalEtlrs. MADE OHM"l" ^, oum on BY ME IN ""S 11"IANSACTlON. I FUfHHER CER. nry TH'" 1 HAVE RECEIVED A CO!"Y or lHEllUO) s')rlEMENl S l~Mj'..1 , L. f. l- ~ eO,,"oWER ---/~~-€ , ,{Ut1L<"9 . SElLERV~~~~t1eE ,~~Jifto~~-- eohRoWER --I' - ~r\:~\~cJC SmEn _.____-.---n~~_-.- . E -~K TifoMAS J. McM^"ttNi EXEcUTOhS td tilE Pol;:st bFf.1 0 'E .. .lfilEMtN. ' STAI.F.ME.NTWlUCHIH^VEPRr.rJ<nF.O'~A TRlJEAND I\CCURflIE ACCQUNT OF TtTEFt.JNDS w,ncHwem::REC.. . I^. Ilw lee DISBURSED BY TilE UtmERSIGNEO^" I , '1 OF HIE seTTLEMENT or THIS TMNSACT10N - - - RREifi'-WAlTERS,III,Esii -'- --",--- W~ntd: iT Is ^ e"tME TO klJoV\~I~Gt.y MAKE rHse STATEMeNTS TO tile UNITeb S1AlES at! TlfTS OR ANy SfM1tARfORM. PEN^tT1ES UPON .~HvICT!oN cA~ INcLUDE ^ t'INI: At'm U~I'I>'SONMl:I~r. I'on DETAIls sEE: lIItE lB U.S, CODE SECTIOH 1001 & S~Cll0H 10lO. 'Yo = _~t:5_5.!!.~O f'eldFIOIn f10ll11WeJ'!1 Furn:!Il^' Slllll"mel11 Pa!dFrom Sl:!~el" FundsAl Settlement _____~ ~,J_!I0.0~ -!~.~ ~_9~.:OO __~:~..- '!~~~l! =-==== --'.. --110.05 2!1~:~ --.'1ii~Di _ ____...__._.~ ..___..__~.Qa _ __ __71~!~ ____..___.__ ~,~_~~OO ~~_~}14S0.0~ --- .-- - ----14.00 ..----- -.-.----- --~_._._.- _~._.__30.!J~ .-L~.!'.!I.:~ UI.lIOYU~fHT,..lItl~orrlel' tttlUIHlJ REV-1503 EX + (1-97) *' SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 21-01-0251 FILE NUMBER Jeanne L. McMahon All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. 3. 4. 5. 6. -7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43. DESCRIPTION 20,000 shares Philadelphia PA AT-1 @ $.96 600 shares AOL Time Warner @ $45.05 240 shares Burlington @ $30.35 118 shares Cnet Networks @ $14.13 500 shares Circuit City @ $15.67 100 shares Cisco Systems @ $26.28 12,200 shares Dimethaid Research @ $4.87 960 shares General Electric @ $47.11 100 shares JDS Uniphase Corp. @ $32.09 300 shares Lilly Eli Company @ $76.12 600 shares Bancwest Capital @ $26.55 1,000 shares PLX Technology Inc. @ $6.57 100 shares Rhythms Netconnectio @ $1.11 1,000 Silver Diner Inc. @ $.96 380 shares Simon Property Group @ $24.95 31 shares PA Insured Muni @ $323.04 559 shares Govt Secs Equity @ $18.12 2,087.687 shares Mercury Global @ $9.31 17,159 shares Nat Equity @ $.99 15 shares Low 5 @ $1,110.65 38,682 shares ML Banking Advantage @ $1.00 1,872.387 shares ML Fundamental Growth @ $20.98 1,367.050 shares Franklin Real Estate @ $15.97 266 shares Phoenix Strat Eq Ser @ $15.03 3,249.471 shares ML Global Growth @ $11.65 3,115.176 shares ML Global Tech Fund @ $12.83 III shares Munder Netnet Fund @ $29.56 198.540 shares Templeton Growth Fund @ $18.40 2,019.410 shares Aim Weingarten Fund @ $17.07 1,876.71 shares Putnam Diversified Income @ $9.97 1,563.479 shares Putnam Equity Income @ $15.21 399.997 shares Putnam Europe Growth @ $19.75 1,189.031 shares Putnam Growth & Income @ $19.20 496.465 shares Putnam Health Science @ $67.45 4,161.165 shares Putnam Investors Fund @ $12.98 1450 Shares GTS @ 1.22 69 Shares Delphi Automotive Systems Corporation @ 14.31 50 Shares Newmont Mining Corporation, @ 16,63 15 Shares Texico @ 62.98 100 Shares General Motors, @ 54.47 100 Shares Nicor Inc. @ 37.73 778.4589 Shares Bell South @ 40.684 430.0908 Shares Verizon @ 50.95 VALUE AT DATE OF DEATH $ 19,277.00 27,030.00 7,282.80 1,666.81 7,832.50 2,628.15 ~9,41!i.00 45,220.80 3,209.40 22,836.00 15,930.00 6,570.50 110.95 960.50 9,481.00 10,014.24 10,129.08 19,436.37 16,987.41 16,659.75 38,682.00 39,289.36 21,837.91 3,997.98 37,856.34 39,967.71 3,281.16 3,653.14 34,471.33 18,710.80 23,780.52 7,899.94 22,829.40 33,486.56 54,011.92 1,769.00 987.39 831.50 944.70 5,447.00 3,773.00 31,671.06 21,954.85 TOTAL (Also enler on line 2, Recapitulation) $ 753,811.83 (If more space is needed, insert additional sheets of the same size) ,REV.'OO",,"'.97I. COMMONWEALTH OF PENN$YL VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Jeanne L. McMahon FilE NUMBER 21-01-0251 Include the proceeds 01 litigation and the dale the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. York Federal CD 80105711, $10,000.00, dtd 3/20/00 mat 3/20/01 6% Interest Accumulated Pt $10,000.00 Int 609.86 ! ! '10,609.86 ,',:,. 2 York Federal .CD 1000209158, $5;435.73, dtd 4/9/48, mat 4/9/01 6.22%, Interest Accumulated Pr . )$5,435.'73 Int 972.06 6,407.79 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. York Federal IRA Account 1100022518 - See Attached York Federal Account 090-10-1080, See Attached York Federal IRA Account 11000476~, See Attached General Motors, Dividend declared 2/16/01 Patriot News, Subscription Refund Better Homes and Gardens, Subscription Refund Merrill Lynch,Money Market Account 872-49602, See Attached Merrill Lynch, Money Market Account 872-73884, See Attached Household furnishing, See Attached Appraisal 2000 Lincoln Sedan, Sale Price reported Proceeds of sale of-Devon Engery Stock by decedent before her death, payment was received after death 3,270.69 7,076.81 3,108.62 50.00 69.25 9.50 38,682.00 257.49 4,555.00 25,-500.00 1,224.96 NOTE: York Federal' is now Waypoint Bank 100,821. 97 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, Insert additional sheets of the same size) 1 "I", tH~;.r.~~'iH~~;:;~f~:lr1~c~~D~;~~r"~i;~$~;~:~... . , , ~i'''''Wa.YRqi!'J' · .. ~bBbnltl qIAl)fliSBUriG,r~NNiWLVANIA .171091711 2j5N. SECOND SIfl~Er' HA"n1SBlJriG, p~NNSYLVANIA 17J"I 7171236.~O.11 WWW.wAvjmlnlbMk.com ~~"'-~W-J;j'd~"""_''''~~_'''''' _ ~ J I.. J.O.'.t"~O ~.l~f,... D..-OO."[CU~.'/0~JI.:n1,.~'L]i.~,,I~.~;'.::;A,~;.:~~,~).0,-"._,., S~teI,E(.,:. ~:I.l~,S.lJ~. ~:,~n~;7. F F.E..:E"'/,U_~. E J\~>III,"k'''i.. 'iLl" II,. 'H, '1"" '.11'..... " . ...-' 'I, . ", ,..', " . 583'333'6.53' , 'IO-P '2Fr PAY 3/ jlJ,{J'!ol SECUnllY llANOS' 'CUIlE" PAY )0- $~*".**3,170.i:j9 THREE THOUSAND TWO HUNDRED SEVENTY AND 69/100 TO TilE gpDER ESTATE OF JEANNE MCMI\HON Drawet: Waypolnl Bank 1;.';lJi:,! ,lly Ilil'~'I':II"I' f".Il""Ii.'l ~'\ -;(',''''-; Ir,,: f'l>ql"',w;"),t,I.:,,liu:,rl" Ir,r,'llt'l)lIl( 1f.1"..',' lnl"S!:i1t1I)ullfl1n I'-lY .~.('~ . .... .--.7 ':02 2000BbBI:bBn'I,00 7 ~ l bB llllb Sl ~f:I::a'Io1:I",:,.~:ttit!ti1:I'III~r'..':I:I,..].:a.:II-""']'IIlI.",I:I~t.":"lllt'~.IIII.'I:.tl:"'III"l.".'I~II.."tII'~ilY::I:I.,"'.I"I:I:i::ll:.(tI~I~.".:II~~:.('I~'!0!I:.1Il.l!U1I1!II1I1".ltl:.':I. "t.ft1~I:II11.1:I:II.',II'III.~ PLEASE RETAIN THIS VOUCHER FOR YOUR RECORDS 683333653 3/19/01 000000000400713 $**.***3,270.69 CHECK MADE PAYABLE TO: ESTATE OF JEANNE MCMAHON "VI Way Rqi!1J PO BOX 1711' IIAflfllSBUflG, PENNSYLVANIA 17105.1711 235 N. SECOND STREET' HARRISBURG, PENNSYLVANIA 17101' 717/236.4041 o o ~ RETIREMENT CLOSEOUT 1Y t~61~~~~~~ v::,:,htr 6( Jnl",,1" 'llt'IJI,dlcl/,.J /7;{ 9-1)t/ll~J/ / .-/' " /1) !/f1,!.. ):/-//1" --i"'Acc;otJNr~u~n" 1000225/1\ DEBIT DATI: NAME (),; I '} 01 ,nAN CODF-S' 61 - PriEM OISI NO EXC 64 VEAl" DISI. 62 Pf1F:M. DIS I. EXC 67 NOFlMAI. VIS r. 0.1 OI8^{IIL!IV 015T 79. InMJsrEIl DISI PENAllY: ~ WIIH'lUl(JING: & D'SCRlPTION !JeQ.l k (.).. ~ t I\MOUfH 1C I &., t( :5270~/1 20SS l:b<JO ~"'<JOb 51: II'OB 2<J0 l20000 ~ ~II' VI WaYRqi!l~ LOOK FOR US. WEU GET YOU THERE. p.o. Box 1711. Harrisburg. Pennsylvania 17105-1711 Member FDIC JEANNE l MCMAIION 1106 COCKlIN ST MECHANICSBURG PA 17055.3958 STATEMENT DATE 2/26/01 FOCUS 3m PAGE ANNUAL PERCENTAGE YIELD EARNED (APYE) 1.23 ! AVERAGE BALANCE 6.139.26 ACCOUNT NUHBER TYPE OF ACCOUNT: INTEREST PAID YEAR TO DATE 00901010BO FOCUS 50 FREE INTEREST 11.24 PREVIOUS BALANCE 4.705.55 DATE 1/26/01 1/29/01 1/30/01 2/01/01 2/05/01 2/09/01 2/09/01 2/20101 2/26/01 2/26/01 DATE 1/30/01 1/29/01 DEPOSITS 3.21B.55 ACTIVITY DESCRIPTION DEPOSIT CHECk #1606 CHECk #1605 US TREASURY 310/S0C SEC DEPOSIT ClIECk '1608 CHECk #1607 PP/ElFC BILL DEPOSIT INTEREST EARNED CHECk NO. 1605 1606 AHOUNT 555.50 89.20 DAYS IN CYClE 32 WITHDRAWAL S CHARGES INTEREST ENDING BALANCE B53.86 .00 6.57 7.076.BI DEPOSITS .WITHORAWALS BALANCE 659.24 5.364.79 B9.20 5.275.59 555.50 4.720.09 1.361.00 6.081.09 546.50 6.627.59 24.52 6.603.07 20.64 6.5B2.43 164.00 6.418.43 651.81 7.070.24 6.57 7.076.81 CHECk SUMMARY · Indicates skl~ In ch!ck humblrs AHOUNT DATE CHECk NO. AMOUNT DATE CHECk NO. 2/09/01 1607 20.64 2/09/01 1608 24.52 --------------------------N..a-cishi--Appiy-for-i-Wiypolnt-[oin-Ronaiy-through-fria,y-6.for.------------------------- 2:00 p.m. and we 9uarantee you I credit Inswer thlt sam! day or we'll pay you 1100.00 In cash! Apply today I POD.502 (10/00) ~-_. Customer Service toll-Free 1-866-WAYPOINT (1-866-929-7646) . WWw.waypoIntbank.com ~-_>!"~~~~ . . ,,~~,~:;~~~l~~~~(:~:~M~f-~0':~W~~~I:~lp~WJ'!~lh:~~:M;m;1~'I~ " '" " ,',.!;[I. :~_ 4,~,.<;~>~j~r:' 'I~) _' '_~ ~~W.~. T~. " .....'.'........I,.'.'...."i..,;;........!11i'1...'.yl..~.,)I.. >.'.w.1. @,r~'iJ~[r" ~!'~.1}.1 W~)~~l~~~l~I~I'...'.uf' II.. '.' '................. "...'." '.. .,.......... 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PAY PAY ~ 'l'HREE 'I'1I0IJS!\N1J ONE IIUNDRED E1GII'r !\NU 62/100 10 THE 8~UER ES'l'lI'l'E OF .1E!\NNE MCMIlliON $_* 1\.* *'**3>1'0'0._62. Drawer: Weypolnt Bank is,~lli!rIBy hH"wrJl,;,1 I'JJIII1uil,1 r~y!i!'.'Ill~,Ii)(; fOI1!1Iri-mi)!1: C'Jli'r!tllci lr' Cllll'<J!1t.:.IHl''N Vt'lk :~IHI.;):BlI".hh,~, N.Y ~(~~. . ',,:, ,',-, ,.," ,-- '- ,"'- ,'-- ::,,' ',' --,' :. " ",',,' . _: ... -- . ...... -- .---- .._-~." -- . ..--~- ...~,," ~--......" .. 1:02 2D008r,81:r,8I1'1,00 7 ~:l r,8:l:l:l:lr, 52 _':la'Io1:I"':I.:a('I~I::I;"lil:(c':I.III~III"':I;f'.'I=-':1I,"II.Itl.II,~I:I~..tl.:'.I~[c1$...tl..II.'I:.C1:f'I'lr""...I~I...'tM'I"f:I..:I:I'JI'j."'1:1:.:t:.."~I$."".:I'.':."Il,W'UII.:1'1"'I~,.I'.I; I::I'[C':II$."t.I''''I::II~.':I::I''IIIIIIII.=- PLEASE RETAIN THIS VOUCHER FOR YOUR RECORDS 683333652 3/19/01 000000000400713 $*1\****3,108.62 CIIECK MlIDE PlIYlIBLE TO: ES'J'lI'1'E Of' JElINNE MCMlIllON "'ocJ vb HI!'/' Y'IWay~qi!'J PO BOX 1711 .IIARmSBURO. PENNSYLVANIA 17105-1711 235 N. SECOND STREET' HARRISBURG. PENNSYLVANIA 17101 . 7'71236~4041 O( RETIREMENT CLOSEOUT N t!~l~~~l~ f/k 11Ill, hOr] DEBIT 0,' lMIE .::J NAME l~ mAN CODES: 61. PREM, DIST. NO EXC 62 PReM, 0I5T. exc. 63 DISABILITY tJtSl. 64 - DEATH OIST. 67. NORMAL Dlsr. 79 - lRANSFEIl I)[sr 8 ~ E 61--td(' ,,~ ;)C-O<llll e ~. ;;-- ~,~L d~~(A~({ d' ~i ACCOUNT N~MBE/ / /6 {OOOL{7~l.(o PENALTY: 6z WIHIUOl01NG:~ DESCRIPTION: ~ 1Ji~ -.-.' AMOUNT TC to l{ 3 I 0'302_ 2055 I: b '10 ~'" '10 r, 51: 11'08 ~ '10:l 20000 ~ ~II' Private Client Group t.:},~~ Merrill Lyne" 211 Senate Avenue, Suite 501 1'.0. Box 0810 Camp 11111, Peon sylvania 17001-0810 7179751600 800 937 On5 March 14, 2001 John M. Eakin Main & Market Streets Mechanicsburg, PA 17055 RE: ESTATE OF JEANNE McMAHON ACCOUNT #872-49602 & #872-73884 Mr. Eakin, As per the request of Terrence E. McMahon, I am sending you the date of death value of the above referenced accounts, as of February 26, 2001. There was 1 security that we have no available figures for; it is Dirnethaid Research. I took the figure from Mrs. McMahon's February sta1.ernen1 V.lllt'l ,1 February 28, 2001 date. That figure is $29,200.00 and there was $38,682.00 in her money market fund for account #872.49602. In accounl. #872-73884, there was $257.49 in her money market. I have also marked the enclosed historical pricing sheets with the corresponding account numbers. Please contact Gwyn or myself with any questions you may have. Sincerely, y~ /: t;~ Jay P. Espenlaub, CFP Vice President Senior Financial Consultant encl. JPE/gw cc: Terrence E. McMahon l"";'l(",""'Ii""""I,.ql!"""'jt1".",,,,I,!;,i,,,'.I(."111 O''''\I,.,_::(\I,I,I,...'".!;,.','' "".I".I,,,I,'."!""'-' ~,,:., ,wI'" ", ... 'I' :n ,. ~ t'" j ,,(. .. " ,,,, i, '" """""'-"""""""-'1'" ""',1;'"'''' ..1;;'.,';,.. I" ".,,,,11'''1,,,,,1,,., '"~ .,1. "!.",, .,,11,;1;' '" ,.,."",,,,,tjl;"'. """,,,01 i" I";'. APR'-09-01 12 :5€, Pf'1 FPArH<F'OTTE'IG~~} 717 243 1388 P.131 "mnk POlleip.er 269 N Middlcsc, Ru Carlisle Pa 1701.1 2'l.1.1J88 John Eakin, atl). Market Square Bnilding ~Iech. Pa 17(155 ""!arch 9,200 I Appraisnl for 1106 Cocklin St., r-.Jech. (~IcMnhon): Kit,h,'n: Oak table Amana reliigcrotor Dinirlg room: Chmy dmlllg rill. table, chai" & Hutch Chen)' sencr Clren) square stand (shell) BuJOIa mantel clock Famil) roulIl. Leather sofa & chair leatlrerrecliner .1 tier StHlllJ oml stand cheny enusland Big screen 50 color h Patio 4 chohs table 2 green dmirs Glass top tabk Lh ing "rOll!; 2 cherry endsln"* 3 stacking stands drop-leaf sllUld Rose loungel Black rd sland Sola & maidr;ng chairs Zenith tv Piano Oak comer cahinet Black 1\ all "'UlU & mirror I amps (each) lIall stand Bedroom' Hlack painted cabinet Quccn bed set Sev.ing room: Bookcase Daybed Wid'<T chest OJ dni"~t <abillet $200.00 75.00 475.00 125.00 25.00 60.00 300.00 10000 15.00 20.00 45.00 200.00 80.00 5.00 30.00 15,00 9~.OO 45.00 60.00 50.00 45.00 260.00 75,00 350.00 125.00 75.00 15.00 40,00 150.00 \50.00 65.00 20.00 10.00 40.00 AP~-09-01 12:56 PM FRn~~'(POTTE!GER Mast~r bedroom 61" cherry bedroom suite Zenith t\ Padded bend! Mil) tag washer Weber grill Freeler TOTAL 850.00 50.00 20,00 75.00 50.00 50.00 $14,555,00 717 243 1388 P.l32 REV-l~')11 EX+ (12-99) . tt~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Jeanne L. McMahon FILE NUMBER 21-01-0251 ESTATE OF Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Malpezzi Funeral Home 7,225.50 Knights of Columbus, Funeral Reception 973.28 B. ADMINISTRATIVE COSTS: 33,200.00 1. Personal Representative's Commissions Name 01 Personal Represenlative(s)Jerrenl"P.. McMal1<1rr & Thnm::lH .T M,..MRhrln . . Ferrence) Social Security Number(s)/EIN Number of Personal Representatlve(sL Themas) Sheet Address 411 Kauffman Street City _Bniling-..Springs.__l'A-__ . . __________________n_ _ _ State ~__ Zip Year(s) Commission Paid: 7001 2. AlIorney Fees 16,500.00 3. Family ExempHon: {II decedent's address Is not the same as claimant's, al\actl explanation) Claimant Street Address City ____ --".----------- ----------,' ___ State ____~___ Zip Relationship of Claimant to Decedent 4. Probate Fees 475.00 5. AG89UR~,*'6-~s- Real Estate Appraisal 275.00 Personal Property Appraisal! 40.00 6. T':"n FUv", , PIDI111Fsr'S rl6'U'G Cost of Selling Real Estate 7. Broker Commission 4350.00 Transfer Tax 1450.00 Notary 3.00 5,803.00 8. Filing Fee 15.00 9. Reserved for filing account and release 25.00 10. Estate Noticies Cumberland Law Journal 75.00 Evening Sentinel l~h..?fj 199.26 - TOTAL (Also enter on line 9. Recapitulation) $ 64,731.04 (If more space is needed, insert additional sheets of the same size) REV'151'EX.1l-971~..l:: . ,,;,. , ,,~' ~-:f{' _~_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 2] -01-02') 1 ESTATE OF Jeanne L. McMahon Include un reimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. 2. 3. 4. Terminix, Termite Bill Discover Card, Credit Card Payment PP&L, Electric Bill Barry Heckard, Tax Collector - total Real"estate tax Received from purchases of real estate net $417,96 212.99 5. 6. 7. 8. 9. 10. 11. MCl-Telephone' Aqua Specialists - Book Account,Swimming pool maintenance Verizon, Telephone United Water Company Lisa Springborn, Cleaning House Anderson & Patel, Medicial Bill Borough of Mechanicsburg, Sewage Bill 111. 30 284.02 546.38 204.97 11. 34 416.85 102,82 HI6.!H 210.00 10.00 89.20 TOTAL (Also enter on linE 10, Recapitulation) $ (If more spacE IS needed, Insert additional sheets of the same size) 2,093.25 .'EV""""."',". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Jeanne L. McMahon FILE NUMBER 21-01-0251 NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE 1. Terrence E. McMahon, Bl Hoover Road Carlisle, PA 17013 Son 1/8 Residue Son 1/8 Residue Daughter 1/8 Residue Son 1/8 Residue . Daughter 1/8 Residue Son 1/8 Residue 2. Thomas J. McMahon, 411 Kauffman Street Boiling Springs, PA 17007 3. Kathleen A. Myers, 13 Covington Drive Manchester, PA 17345 4. Dennis A. McMahon, 600 Whiskey Springs Road Boiling Springs, PA 17007 5. Mary E. McMahon, 500 North Roosevelt Blvd.#40 Falls Church, VA 22044-3139 6. Timothy M.McMahon, 881 Mandy Lane Camp Hill, PA 17011 7. David A. McMahon, 20 Roberts Road Wilmington, MA 01887-3164 8. Richard P.McMahon 4684 Kirkpatrick Lane Son 8. ,c,cAlexandria, VA.22311 1/8 Residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTiONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE Son 1/8 Residue II. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) No. To: Register of Wills for the , Decea_~"d. County of Cumberland in the Social Security No. 1uQ-1 R-?u 11) Commonwealth of Pennsylvania The petition of the undersigned respectful!) Jepresents that: Your petitioner(s), who is/are 18 years of age or older an the executors in the last will of the above decedent, dated February 17 and codicil(s) dated IJEl'ITION FO}{ IJ}{OnAl'E and GRANT OF LETTERS ~/-~/- .:A.S/ Estate of Jeanne L. McMahon also known as named -2.0.Q.i (state relev:m\ drclll1151ances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumbe r land County, Pennsylvania, with lI..r last family or principal residence at ~:~~o~~;~~~g~t~:e~ 705" 1Jf/t::;;/.@' (list SUet", number and muncipality) tf1 Decendent, then t>: years pf age, died Fphrl1;:\ry ?(\ , 19 1001 at 1106 Cocklin S feet, Mechan1csDurg, PA l/U)) Except as follows, decedent did not marry, was not divorc~(' and did not have a child born or adopted after execution of the will offered for probale; was nollhe victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of teal estate in Pennsylvania situated as follows: 110(\ C;orklin Street McchanissbYr8~ PA 170~1) $ c;onJnnn nn $ S S 150,000. 00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) pre~ented herewith and the grant of letters_J:estamentary (testamentary; administration c.l.a.; administration d.b.n.c.t.a.) theron. ~ r" /lIc/llL -tr u I::: U 't:J- ._ In u-r ~u c -g-g CU':: _v ",0. 0'- ~o ~ I::: 00 Vi Terrence E. McMahon R 1 Hom.TPr Ro;:\n ~:g>lc;;t:L Tho s J. McMahon 411 Kauffman Street Rniliny ~prinp:~ PA 17007 OA"fl-l 014' PEH.SONAL ItEPRESENTA1'IVE COMMONWEALTII 01' PENNSYLVANIA } ss COUNTY OF Cumberland The petitioner(s) above-named swear(~) or affirm(s) that the statements in the foregoing petition ate true and correct to the best of the kllOwledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well al_ld truly administer the estate according h,) law, Swom 10 or affilll~\h, and subscribed ~~A (" Ac /fL 5:1 before me t~is da of * 9:. ~ 7!J ~ March ~2 01 t/ ~ IYI /, {. .~ ~ ~ ~ ~o. 21-2001-251 Estate of T~~nn~ T MrM~hon , Deceased DECI~EE 01; I)I~ODA TE AND GI~ANT OF LETTERS AND NOW March 8th, 2001 , 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 F~'hrll~ry 17, ?()() 1 described therein be admitted to probate and filed of record as the last will of Jeanne L. McMahon and Letters Te.5tawept-~ry are hereby granted to "err~nrp F Mc.Mahon and Thomas .L. Hd1ahon FEES Probate, Letters, Etc. ......... Short Certificates( 5) . . . . . . . . . . Renunciation ................ x-Pages (2) JCP $ 410.00 $ 15.00 $ $ 6 .00 TOTAL _ $ 5.00 . ~.~~<?I:. ~.~l: ~ ?9.Q ~ . . . . . . ~ . 1.3.~ .. 99. . ATlORNEY (SUj). CL t.b. No.) John M. Eakin #6351 M~rkf~t' Sqnare Building ADDRESS Mechanicsburg, PA 17055 717 766 3172 Filed PHONE MAILED LETTERS AND OPDER 10 ATTORNEY ;'I1l' is to certify that the information here given ]s correcdy copied from an original certificate of death duly filed with me as [.()caJ Rt;gisrrar. The original certificate will be forwarded to the State Vital Records OHlce for permanent A.ling. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. , /<(iliii1iH'-';';;',~ ',1" ,. U OF " /.i'\i(oi~ "'~I n p[;;"'_ /.l..\.\'~~--'-' If,f --- !",~~/ ""~"':.~ ~,,~/ !ti' \~ \. f~' :. \~~ hi_fJ ~\<:;l~ - ! /~/ '\. ~ ''-, /~ ,,1 --'--!'?iiiE~N-l- -i\{~~I~'\' ............,.., u ",f' ,/,~ fLL-2L~"-<- Local ;?1n/( ~ Registrar 0 Fee for this certificate, $2.00 P 7234093 IJr{ tl./I..< --ll ~ 0 0 I I Date 21-2001-251 Hl05.i43A8Y 2187 COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH TYPE.iPAINT IN PERMANEN T BLACK INK NAME OF DECEDENT IF,;.. Modal.. La.., -- '---.----- I~~anne L. McMahon STAlE FilE !I.IUU8ER AGE (La.. B<M<l.y) UNDER 1 YEAR _ Days UNDER I OW SEX SOCIAL SECURITY NUMBER 2. female ..349 - 18 26, 200h 75 v,. ...,.,., ! ........... BIRTHPlACE le,I't "".cI PlACE 06 DEATH fCt-eck Of'fy Qf\e -- -;.ee ,1)~hl(.;lo()f~ on ochef 'jI(Je) SCale Of fcreqn COlJnlly. HOSPITAl -- Chicago, Ill. Inpal_ 0 ERlOucpa".", 0 ~ k fACllfT"Y NAME (It t'lOllnSI'rIJII()(l, gIVe SUeet ana number. ~oIylO 5. COUNTY OF llEAI"H DECEDENT'S USUAL OCCU~ION (Give Iund d....k <>one dunng.... 01 Mrling ""': do noI use '"",eel I ilL accountant ltakery DECEDENT'S MAILING ADORESS ($I,... C"Y~. SIaM. Zop C<><lel w..S DECEDENT EYER IN us AR...ED FORCES? Voa 0 No KJ MARiTAL STATUS. -....- Ne_.......ied. _. wi~oIy) RACE . Amencan IndYn. 8lack. WIut. elC (Speuo,l lo~i te SURVIVING SPOuSE In ..... 'JIve ma.oen name) Cumberland Mechanicsburg ec. .. 12. 1106 COCklin street Il1echanicsburg, PA 17055 DECEDENT'S ACTUAL RESIDENCE (See 105IIlJC11OOa on OIt1er SKJet 11.. Slale PA Did - -... --.? 14. I1c.O 'lW. ___in - :il III ::> ':fJ 3 .. 111t. C""1lIy Mechanicsburq c.ly- 2le.Gate lICENSE NUMIIl:R 22...011667 L M~~~7YTi7.;.... fir.r7"(I.=-I1-fl '-1yl.O,^,/l" CO"-lJ/V DuE 10 (OR AS ACONSEOUENCE Of'). 231>. 23c. Wo\S CASE REFERRED TO :OAL EXA...INERlCOAONER? No~ :N. I Ajlpfox""a'e PART II; 0IIler SOQIlInconl_ conl"llulong 10 _lh.W '__" lIOl,.suIItng......~~_inPART I :....IAd_ I I DATE PRONOUNCED DEAD I"'onllo. Dav Y.ar) 24, f? M 25 2.. -"2 6 - 01 27. PART I; Em., 1"- cttse.".s. tnluries Of compIKahons wtMch UU$e<J U-..e death 00 nol enler Ih. mode 01 dying, such Ii:i ca,chClc Of respi,alury allssl, shoctl or hean laefor. l_ on)y one cause on each am. I : DUE 10 (OR AS A CONSEOUENCE Of) DUE 10 (OR AS A CONSEOUENCE Of) WERE AUTOPSY FINDINGS ........NER OF DEATH """"-ABLE PRIOR 10 )1 COUP\.ETION OF CAUSE _",eO 0 OF llEAI"H? HomJl;Q Accident 0 PeflO.,tg Inve$ligalion 0 V.. D No 0 s...cide 0 COuld noI be deletfillned 0 DATE OF INJURV (Manltl Day. 'Ill..) TIME OF INJURY INJURV AT WORK? DESCRIBE HOW INJURV OCCURReD v.. 0 NoD 2.... CERTIFIER IC~eck onoy one) ~CERTIFYING PHYSlCIA" (Phys.c..an Cefh'YlIlQ Uuse ~ dedlll whep.JnOlt1et ph\lSoiL,an hd~ ponounced de.uh drlO complele..J Ilem 23) To h but of "'V knowaedge, de8th oecurtlld due 10 11M CilUH(I) and manner .. .t.IH JOe. 3011. PLACE OF INJURV . A' home. 'a.m. SI'.". fllClOfY. office ~. ate ,Spec"v) JOe. lW~ \,-- o .PRONOUNCING AND CERTIFYING pttYSK;IAN ~Physrcijl(l bolr. iJI'OnOUllClng oe..Uh and ~t'fl.lylOQ 10 cause 01 <ledlh\ To.... be8t of my knowledge, de.th occurred.t ttw lime, dale, i1nd pl.c;e. and due to lhe cauH(a) and m."n.,.. II.ted w ~ Z "MEDICAL EXAMINER/CORONER On the b..i. 01 examinaUon and/or investig.atlon, in my opinion, death occurred alth. Ume, date, and place. and due to the cause(s) and menne,.. st.led.. . . . . , . . . . . . . . . . . . . . . . , . . . .. .......,...,..........,..,.........,..,...........,......,. ........ "a REGI ~ Q h" ;l.. 00 ~ ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Names of Decedent: Jeanne L. McMahon Date of Death: February 26,2001 Will No. 0251 of2001 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on March 7, 2001. ~ Address Terrence E. McMahon Kathleen A. Myers Dennis A. McMahon Mary E. McMahon Timothy M. McMahon Thomas J. McMahon David A. McMahon Richard P. McMahon 81 Hoover Road, Carlisle, P A 17013 13 Covington Drive, Manchester, PA 17345 600 Whiskey Springs Road, Boiling Springs, P A 17007 500 North Roosevelt Blvd. #401, Falls Church, VA 22044-3139 881 Mandy Lane, Camp Hill, P A 17011 411 Kauffman Street, Boiling Springs, P A 17007 20 Roberts Road, Wilmington, MA 01887-3164 4684 Kirkpatrick Lane, Alexandria, VA 22311 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: ~re ~ Dt-- NONE Date: March 8, 2001 Name: John M. Eakin Address: Market Square Building Mechanicsburg, P A 17055 Telephone: (717) 766-3172 Capacity: Personal Representative _K_ Counsel for Personal Representative 1!hH'd JIJHII ,,1110 'QJ-l~JJtattt-Cttt OF JEANNE L. McMAHON I, JEANNE L. McMAHON, of Mechanics burg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made.. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 2. I direct that there shall be paid out of my residuary estate all estate, inheritance and like taxes together with any interest or penalty thereon imposed by the Government of the United States, or any state or territory thereof, or by any foreign government or political subdivision thereof, in respect to all property required to be included in my gross estate for estate, inheritance or like tax purposes by any of such governments, whether the property passes under this will or othelwise. 3. I give and bequeath my entire estate, real, personal and mixed in equal shares to my children, TERRENCE E. McMAHON, TIMOTHY M. McMAHON, KATHLEEN A. MYERS, THOMAS J. McMAHON, DENNIS A. McMAHON, DAVID A. McMAHON, MARY E. McMAHON, and RICHARD P. McMAHON, - I - or their heirs per slirpes. 4. Laslly, I nominate, conslitule and appoinl my sons, TERRENCE E. McMAHON and THOMAS J. McMAHON, to be Executors of this my Last Will and Testament and if there be any reason either should be unable to act as such, the other shall be the sole Executor and I fmiher direct that no bond or other security be required of my personal representative to guarantee faithful performance of his duties. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 17th day of February, 2001. ~4~,"'- ~ ~ eanne . c on (SEAL) Signed, sealed, published and declared by the above named JEANNE L. McMAHON as and for her Last Will and Testament, in the presence of us who have subscribed our names hereto as witnesses, at her request, in her presence and in the presence of each other. . ~ - 2 - ~ COMMONWEALTH OF I'ENNSYL VANIA) : SS COUNTY OF CUMBERLAND ) I, .mANNE L. McMAHON, the testatrix, whose name is signed to the aUached or rorcgoing instnllllcnt, having bccn duly qualified according to law, do hereby acknowledge that I signcd and cxccuted the samc instrumcnt as my I,ast Will and Testament; that I signed It willingly, and that I signcd it as my lice and voluntary act and deed, 1'01' the purposes therein expressed, (SEAL) Sworn and subscribed to berore me this I {tday of February, 200 I. Notarial Soal Marilyn E WiUiams, NOlartr, PJ~~~n\y M9d1anicSll!Jrg Bo<o, cumooN, n6 2001 My Comml!lSlon explres OV, , Mtr""",, !'tnnsylvanla ^tsoclation 01 Notartes ./Yl ~ f(:r!fc b LA . otary Plio IC COMMONWEALTH OF PENNSYL VANIA) : SS COUNTY OF CUMBERLAND) We, the undersigned, JOHN M. EAKIN and CIIE~Yt A. He Nfl(J<'4J the witnesses whose names are signed to the aUached or foregoing'instrument, being duly qualified according to law depose and say that we were present and saw the testatrix, JEANNE L. McMAIJON, sign and execute the instrumcnt as her Last Will and Testament; that the said testatrix executei.l it as her lice and voluntary act flJr the /Jur\JOses therein expressed; that each or us, in the hearing and sight oflhe tcstatrix, signed the Wi I as witnesses; and that, to the best of our knowledge, the testatrix was, at the time, eighteen (18) or more years of ages, of sound mind, and under no constraint, duress or undue inlluence. ~I lYJ'1-~ Q, YJk~J Sworn and Jlubscribed to before me this /'/7(lay of February, 2001. /71 ~puQJcdi~~ NO\3ria\ S;:~tary Public .. '\yn e Williams, ._'"nd County man . BOfO cum~'~ 2001 Mecnanic'll<!r~ n e;'pires NOv, 6. My Co"""" 0 irOn 01 ""Iall.' I Membe" rennsy\V'ania M,5QC a I - 3 - Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 EAKIN JOHN M MARKET SQUARE BUILDING MECHANICSBURG, PA 17055 RE: Estate of MCMAHON JEANNE L File Number: 2001-00251 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 2/26/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER ~ REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: I - ,,;t. ItlJtJ ~ l, H"'TvtAi-frnv Date of Death: Will No.: 1..6>& I '- 6'2.>-/ Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes Er No 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No B" 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 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: LJSfMl Or::;- . ~ Yh U- SIgnature ro Cs N LJ..J. .- C_) =" [~-= LL. ' Cj C, I}.,' L.I Li_ e> C) LU a: ('oj 1,,- ~~~, - lLr'-'.'- C~(=~:J Ad~MkI J, ,lilt Name ...'- 0.. -= :~<:rf'l CC :'-"~ - L~.J .,c:. ..J< u=:: G- ee o~,. U 7?t- J!7L--- <4"';: ....., t-l"':::' <:::::::1 c.=> <-.l Telephone No. Capacity: o P5Ponal Representative l..f:j-Counsel for personal representative uJ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT EAKIN JOHN M MARKET SQUARE BUILDING MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 349-18-2435 FILE NUMBER: 2101-0251 DECEDENT NAME: MCMAHON JEANNE L DATE OF PAYMENT: 02/01/2002 POSTMARK DATE: 01/26/2002 COUNTY: CUMBERLAND DATE OF DEATH: 02/26/2001 NO. CD 000818 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,395.15 I I I I I I I I TOTAL AMOUNT PAID: $1,395.15 REMARKS: TERRENCE E MCMAHON C/O JOHN M EAKIN ESQUIRE CHECK# ? SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT EAKIN JOHN M MARKET SQUARE BUILDING MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 349-18-2435 FILE NUMBER: 21 - 2001 - 0251 DECEDENT NAME: MCMAHON JEANNE L DA TE OF PAYMENT: 08/06/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/26/2001 NO. CD 000121 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $41,976.43 I I I I I I I I TOTAL AMOUNT PAID: $41,976.43 REMARKS: JOHN M EAKIN ESQUIRE CHECK# 335 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS I [~-:::JJ<-S/ -- ~/ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 c...-- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN c l:- ) REY-485 EX AFP el2-DDI JOHN MEAKIN MARKET SQ BLDG MECHANICSBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-17-2001 MCMAHON 02-26-2001 21 01-0251 CUMBERLAND 201 JEANNE L Amount Remitted PA 17055 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 payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ RlEfV:483--EX--AFP--{i2~-OOj-----iE.-NO-ficE--OF--DETifRMiiiATi(fN-AiiD-A~SES~MENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF MCMAHON JEANNE L FILE NO.21 01-0251 ACN 201 DATE 09-17-2001 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 33.303.49 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 41.976.43 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 41.976.43 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, 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.) "v/b ~~/~-C COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-17-2001 MCMAHON 02-26-2001 21 01-0251 CUMBERLAND 101 JOHN MEAKIN MARKET SQ BLDG MECHANICSBURG PA 17055 * REV-1547 EX AFP U2-00) JEANNE L Amount Remitted CHANGED (1) (2) (3) (4) (5) (6) (7) 145.000.00 753.811.83 .00 .00 100.821.97 .00 .00 (8) MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV = iS4-j-i:x--iFP-fi"2-:oo1--Ncffici:--oF-.fNHi:RiTANcE-"-AitAppRAisi:HENy-,--iLl-owANcE-oi----------- -- - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCMAHON JEANNE L FILE NO. 21 01-0251 ACN 101 DATE 09-17-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED 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 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 64,731.04 2.093.25 (11) (12) (13) (14) (9) (10) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 999,633.80 66.8?4 ?9 932,809.51 .00 932,809.51 NOTE: If an assessment was issued previously, lines 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 (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 932,809.51 X 045 = 41,976.43 .00 X 12 = .00 .00 X 15 = .00 (19)= 41,976.43 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-06-2001 CDOOO121 .00 41,976.43 TOTAL TAX CREDIT 41,976.43 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) . COMMQNWEAl TIt OF PENNSYLVANIA DEPARTMENT OF REVENUE 8UREAU or INDIVIDU^L TAXES IMIERIIANCE fAX "rVISION "erl. 2'80601 "^RRISlltIRC, ,,^ 1712"-0601 UOIICE or ItlJlERITMfCE TMC ArrRAJSEHENr, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AnD ASSESSIIENT or TAK JUliN MEAKIN MARKET SQ bLIJG MECtlM~ I CS BURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-17-2001 MCMAHON 02-26-2001 21 01-0251 CUMBERLAND 101 *' '[V-IU1 U UP IU-"1 JEANNE l PA 17055 [ ^mounl: Relnl Ued I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF )qLLS CUHBERLA"DB~ COUti IIOU$!!~ CARLISLE, ~~~ 170N,; ~~ CUT ALONG THIS LINE __ RETAIN LOWER PORTIOU FOR YOUR REciRDS ~,:,: REV :rsi;-:i-Ex-AFP-fi"2':-ool--tior-ice:--oF-.rNiiEifiii\ifcE-TJ\x-jrrPR7risEifEN~~~tlow^rrcE-oR'----------- -- - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT: OF TA&.. '>,' ESTATE OF MCMAHON JEAUNE L FILE NO. 21 01-0251 Actf: 101 DAlE::. 09-17-2001 TAK RE1URN W^S~ (X) ACCEPtED AS FILED v.. 0 ...... RESERVATION CONCERNING FUTURE I"TEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and 80nds (Schedu18 8) (2J 3. Clo~ely "eld Stock/Par-tnersh.lp Inlel-esl (Schedule CJ (3) If. tlor-tgages/Notes Receivable (Schedule UJ ('.. ~. Cash/8ank Deposils/MIsc. Persotml rrope,'ly {Sclu~dule E) (~) 6. JoinUy Owned rroper-ty (Schedula FJ (6) 7. Transfer-s (Schedule (;) (7) 8. Total Assets CIIANGED: ~: <. ,Y ,_.., ~ ---" 0\ 145,000.00 753,811.83 .00 .00 100,821.97 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS! 9. Funeral Expenses/Adm. Costs/"isc. Expenses (Schedule ft) 10. Debh/tlod:gage llablll Has/liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Cover-omental Bequest$} Non-elected 9113 Tt'u$ls (Schedule J) 14. Nel Value of Estal:e Subject to Tax I~ an assessment Has issued previously, lines 14, 15 and/or 16, 17, 18 and reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: I!;. Amount of Line 14 al Spousal rale 16. Amount of line 14 taxable at LIneal/Class A rate 17. Amount of Line 14 al: Sibling rata 18. Amounl of Line 14 taxable at Colh.ler-al/Class B r-ale 19. rrlncipal Tax Due tl\~RC_yRIi.DITJJ1_: --F;oFIRT ,.Ai'Rr:R "-='-1: ,. lHsc6UfU-1Tj------ DAlE NUf18ER INTEREST/rEN rAID (-I -iifF 06-= 20fi 1- -----ciifioii 121--- ----,---.----,---' --- -----: 0 0--- (9) (10) NOTE: n~) (16) un (8) 64,731.04 2.093.25 (11) (12) U3J (4) .00 K 00 = 932,809.51 x 045 = .00 x 12 = .00 x 15 = (191= NOTE: To Insu,-e prope credit lo your Bccoun submit the upper port of thl~ for-m wIth you tax payment. 999,633.80 f.f..8?ti ~q 93Z,809.51 .00 932,809.51 19 will .00 41,976.43 .00 .00 41,976.43 ^HOUNT rAID -.----~-:97 6.4 r- TOTAL TAX CRED~T 41,976.(,3 B^LANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 v tr r/\ TO ^rlEfl pJ\TE Jt1tJlC^ TED, SEE REVERSE ( If TOTAL DUE IS LESS TIIAN $1, NO PAYHENT IS REQUIRED. 'U'UI 111m T~ RErlECTEP. A~ A "CREOn" (CR), yOU t1AY BE 1 COMMONWEAL Tfl OF PENtfSYL VANIA DEPARTMENT OF REVENUE BUREAU or INDIVIDUAL TAXES INliER If ANCE 'M( "f VI SHIH (lEI'Y. 280601 IIMmISfltJRG, r^ 17128-0(,01 UOT ICE or UUlERITAHCE T^>< ArrRAJSEHENJ, ALLOWANCE OR DISALLOWANCE or DEJJUCTIONS Atm ASSESSrtENl or T ^>< JOliN MEAKIN MARKET SQ BlI)G MECIfAtH CS BURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-17-2001 MCMAHON 02-26-2001 21 01-0251 CUMBER lAUD 101 [ ^moun t Re.n! Ued PA 17055 * ~tv-IU7 EX Arp lit-DOl JEANNE L I r1AKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF ,\t~LLS CUMBERLANOg;Pf COUR:J tlOU~~ CARLISLE, ~'- 170N c), ~'::: \..- CUT ALONG THIS LINE ..- RETAIN lOWER PORTION FOR YOUR REC~RDS ~ it E V :i54~;-EX-^FP-f i2 --0 rfr-NlificE-oF--rti,IEiiifi\NCE- T^x-^rrR^IsEifEtij~~-A[iow^;rcE-('-R-- --------- - - -- -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF T^~ ESTATE OF ,.,CMAtlON JEAtlNE l FILE NO. 21 01-0251 ACtf 101 DATE 09-17-2001 T^K RETURN WAS: (X) ACCEPTED AS FILED C',^NGED ~~:'~ RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rpal Estate (Schedule ^) 2. stocks and Bonds (Schedule B) :3. Closely IIeld Stock/Pat'h,pr-sh.fp Iuhwest (Schpdule C' If. tlor-tgages/Noles Receivable (Schedule D) .!;. CRsh/Bauk Deposi is/Misc. Per'sonal Proper.ty (SdH~d\lle E) 6. Jointly Owned P,'ope,'ly (Schedule FJ 7. T,-ansfer-s (Schedule G) 8. Total ^ssets (1) (2' (3) U. , (!;) (6) (7) 145,000.00 753,811.83 .00 .00 100,821.97 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/^dm. Costs/Misc. Expenses (Schedule '0 10. Debts/Hortgage Liabilities/liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Relurn 13. Cha,-1 table/Gover-nmental Bequesh; Non-elected 9113 T,'usts (Schedule J) 1". Het Value of Estate Subject to Tax (9) nO) 64,731.04 2,093.25 NOTE: If an assessment was reflect figures that ASSESSMENT OF TAX: I,!;. Alltount of line 16. Amount of Line 17. ^Iltount of line 18. ^mount of line 0'\ NOTE: To Im:ure ,;r-ope cr-edit to your- accoun submIt the upper porl of this fo.-m wi Ih you tax payment. 999,633.80 no (2) (13) U4} 66.824 29 932,809.51 .00 932,809.51 issued previously, lines 14, IS and/or 16, 17, 18 and 19 will include the total of ALL returns assessed to date. fl'!; J fl6) un (8) .00 x 00 = .00 932,809.51 x 045 = 41,976.43 .00 x 12 = .00 .00 K 15 = .00 (19)= 41,976.43 1" ai Spousal rate 14 taxabl@ at Lineal/Class A rale IIf ai Sibling ~ate 14 laxabl@ ai Collateral/Class B rate 19. Principal Tax Due T~)(Fx~lftfT-$-: ----If~c~IFT---- -----JjIsCoUnr-lirn---------- D^IE . ... .. NUt'BER . INJERESJ/PENPAID(-) AtlOUtn P^ID 08=0;;:"2001 - ---- --COOUOi2i------ --- - -- ---- - - - ---.00- ---------4'19,76:43 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 41,976."3 .00 .00 .00 )( U_r^lD ^flfR VME HItHC^,ED, SEE REVERSE ( H 10TAl DUE IS LESS HIAtt ~l, NO P^YHENT IS REQUIRED. rr ..."^' mrr= T~ RFrlEC1EO ^~ ^ "CREDIT" (CR), yOU U^Y BE VI ----/ /6 -cQ,/~o ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSI~G LETTER '-! DATE ESTATE OF DATE OF DEATH .03 28 D 2 .C)~ILE NUMBER P,PR I'~ COUNTY ACN * REV-756 EX AFP (01-02) JOHN MEAKIN MARKET SQ BLDG MECHANICSBURG 04-21-2003 MCMAHON 02-26-2001 21 01-0251 CUMBERLAND 202 JEANNE L PA 1705~:'2.'n. G\HT~L;f: Amount Remitted 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 payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ iifv='36--ix--AFP--Coi:-02i-----.3i-No-ficE--oF--DETEiiHIN~flifN-AiiD-AsrsEss-MENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF MCMAHON JEANNE L FILE NO.21 01-0251 ACN 202 DATE 04-21-2003 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 34,166.47 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 41,976.43 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 41,976.43 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.) (, 1.5 cr:. \-::'--. \~'~ ,c j - \ rt,' .';\ ,\,i \ \ '",,"_.1. - - .~~m -1 ~"' Ii) .3-:~.tii -~-3 ...:,.. ..k.L..=:') (. , ,~ z Q ~ ,-' ~ z <{ 9 J. W 5 1 ~ lD W ;] W IX CL L -< :J :.J Z a m IX 1Il lf1 Z 0 t c ~ It J: IX Z -< 0 }: -< I -:1 w w ! ~ o~ 2: 0 ~ \0 gg ~ ~5 N ~~ ~ o~ ~ S~ ~ "'aO~~ ~ ~ f6 on ~ ~ 0 ~ oSOO,..Q S ~ ~ .~ e p.g.~ 8oo~ (~., ..~~ ....1 () ..(1 ~~:) ':l:i ('.\ .,.0J To.. "1'., Ii 17~...". .... ~ U.l ~" ~ ~ ,~ II , ~ r. :: ! ... ~~;; ':-f) ~J:. ~ f os << ) t~ - 1.1""" ~ tD ? ~ ~ ~ ~~ >:::. 0 ..:l8ot- ~. ~ In...-\ H. C ~~U{J.1 W l'f)?G ..:l~~~~ U~~%~ r~,,~;; ~~~O~ .... ~ ~ U ~ ~~~.-IU ;l:, cr; .r ~_ ~ ~'?/ .~ "- /c' t\1 .c ro ...... ?" (..f) 0 ~ Q) <.0 OJ )( 0 c.Q)ro ' c:.:J\- CO (l)C_ C\.l 0.. <D CO ,..... ~ ';:) t- ......<0-0 ,..... o cr. '5 4:. :5......:.0.,..-0- - 0 C C.~'1 .. ~ ..... - u.~ 0') ~ ffi...... 0 ~ o rJJ ::1 gg.::.C'J%1 c: ~.. ~ '.- {;::. ro 0) 1S- t: t=o.~(.'.)(Ij o tl~ :".). """, -r. o a 0:1 \."".. -:: - ~ -:: -:: - ...; .- ....:: ... -::: - ...;:. -::: ... ...; -:: ... ... ~ ...; ...-: ... ... -:::: ~ - - -::: ...; ,}\,\2; \f-:?~~l\ '\ __ ~jj l(). t,.., l.'\l t,'" (f' (') ,f) \ i" ..... l'\l f" ..... Y3\~~~ 'd ')}O~ - ~ GV dh STATUS REPORT UNDER RULE 6.12 Name of Decedent: -jG:~Nf\lLLJ!Y~~, ~\tDN Date of Death: rec.\ 'liJI1 200 , ZOO \ - 002~1 Will No. Admin. No. 21.-0\- 251 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 whethe~/administration of the estate is complete: Yes No ~ 2. If the answer is No, state when the personal representative rea~onably believes that the administration will be complete:..wdt\i () Lv N\OJJT1~7J 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Signa~~t!i1i JOH.tJ fv\ ~f\~I~ Name (Please type or print) \ WE-~T tv\AIN ~T((EE'T Ad d re s s tJ\~ tH1\ ~.h ~.::) fl> O~~ (PA \ 1 05'::) (117) "7U&-3/12 Te 1. No. Date: 2/lJJ03 Capacity: Personal Representative X Counsel for personal representative (MAH:rmf/AM3) Cumberland County - Register Of Wills Hanover and High Street Carlisle/ PA 17013 Phone: (71 7) 240 - 6345 ,. .. Date: 1/06/2003 TERRENCE E MCMAHON 81 HOOVER ROAD CARLISLE/ PA 17013 RE: Estate of MCMAHON JEANNE L File Number: 2001-00251 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES/ NO. 103 SUPREME COURT RULES DOCKET NO. 1/ for decedents dying on or after July 1, 1992/ the personal representative or his counsel/ within two (2) years of the decedent's death/ shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 2/26/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely/ DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: j File Counsel Judge