HomeMy WebLinkAbout02-0455
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Roseanne B. McGee No. 2J - 02..- 4 S-S'"
also known as To:
Roseanne Baumgardner McGee Register of Wills for the
, Deceased. County of Cunberland in the
Social Security No. 20Q-14-66Q1 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 ors
in the last will of the above decedent, dated Febv,;,""1' 17
and codicil(s) dated FebIUary 18 r 1997.
The named Executor, Neal J. McGee, MR renollnr.P.rl rl!=: ""XPrI ,TnT.
named
,19-U-
(state relevant circnmstances, 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 86 SchimmE~l Way, S. M;(kll ""ton 'T'wp.
(list street, number and muncipality)
Decendent, then 76 years of age, died Febnlrlry 7 ,:>ti ?OO?
at r.rlrl;!=:l~ R~;nnrll M~;C'ol Ce-nte-r
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ 55,000
$
$
$ n!rl
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters rlc1mi ni Rtrrlt; on r.. t .rl.
(testamentary; administration c. La.; administration d. b.n.c. La.)
theron.
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Ann McGee Carbon
880 Zermatt Drive
Hummelstown, PA 17016
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I sn
COUNTY OF CUMBERLAND J ~
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will Well~.....:~h~ng to law.
Sworn to or affi.rmed and subscribed { ~ ~ ~rn--- ~
t before me this 10th day of Ann McGee Carbon ~
\ MAY. *6t2002 ~
/':?;tr~</Z~r ,1"D~ T M~.. !
\ --\ - V '1....- I
No. '2.1 - 0 2..-L.l-t)~
Estate of
Rosanne B. McGee
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MAY 1 0 If)c~ 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 February 17, 1988 and Codicl dated February
described therein be admitted to probate and filed of record as the last will of Rosanne B. McGee.
18,
1997
and Letters of Administration, C. T .A.
are hereby granted to Ann McGee Carbon and Janes L. McGee
~ (// ?t</J<~/U) .A'l/ ,,~
MARY CLEWIS Re. ster of Wills
EXTRA PAGES $27.00
codicil FEES $ 10.50
Probate, Letters, Etc. ......... $ 115.00
Short Certificates( ).......... $ 12.00
Renunciation ................ $ 5 . 00 .
icp $ 5.00
TOTAL _ $ 174.50
Filed ..... ?.-.1. Q:-?9.Q~ . . . . . . . . . . . . . . . . . . .
mailed to ann 5-10-2002
Ann McGee Carbon, #83013
AITORNEY (Sup. Ct. 1.D. No.)
Keefer 'Wood Allen & Rahal, LLP
210 Walnut Street, P.O. Box 11963
ADDRESS
Harrisburg, PA 17108-1963
(717) 255-8054
PHONE
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Estate of 'K.:,SANNE
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
~, hJc..~~e No. 21 - 02 - y~S-
To:
Register of Wills for the
, Deceased. County of in the
Social Security No. 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
in the last will of the above decedent, dated
and codicil(s) dated
named
,19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in
h last family or principal residence at
County, Pennsylvania, with
(list street, number and muncipality)
Decendent, then years of age, died , 19
at
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c.I.a.; administration d.b.n.c.l.a.)
theron.
on
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OATH OF PERSONAL REPRESENTATIVE
COMMONWE. AL TH OF PENNSYLVANIA 1.- ss
COUNTY OF __CUMBERLAND J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to 0 r affir.med and subscribed { ~t-e~ X. 'nt tJ-- - C;J
before me thi,s 2nCl day of _ ~.
~U02~ ~
/~'~;;2~"ter - l
No. ;J 1- I\;l . t.#5":3
Estate of
ROSANNE B MCGEE A.K.A. ROSANNE BAUMGARDWBeceased MCGEE
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MAY 10, 2002 19_, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that theinstrument(s) dated will /-17-1gRR ;:mil ("'nil;,,;' ?-lR-lqg7
described therein be admitted to probate and filed of record as the last will of ROSANNE B MCGEE A. K .A.
ROSANNE BAUMGARDNER MCGEE
and Letters '[,,:.,,_1 -t<f.-~Y C~",--,-..r,"~'~\C'A7lM'\..) (\ .\.A.
are hereby granted to JAMES L MCGEE AND ANN MARIE MCGEE N.K.A. ANN MCGEE CARBON
extra paqes
codicil
$ 27.00
$ 10.50
'@h~~-U~~""'''/ /2u/~/
Y C _ glster of WI /
FEES
Probate, Letters, Etc. ......... $ 115.00
Short Certificates( ).......... $ 12.00
Renunciation ................ $ 5 . 00
jc;p $ 5 . 00
TOTAL _ $ 174.50
Filed '" S:-.1.Q-;-tP.Q2. . .. . .. . .. . . .. .. . . . ..
mailed to ann on 5-10-2002
AITORNEY (Sup. Ct. LD. No.)
ADDRESS
PHONE
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RENUNCIATION
2.'-02.- '-ISS
In Re Estate of Kos ~ AI N c
16. (h c 6-e..ofL
deceased.
To the Register of Wills of
C(.(.,M WOE ~L^ .uO
County, Pennsylvania.
The undersigned
NeAL ::r~ Me.. &.e-e I h~ S IUIN. J
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
be issued to
Ie- ~ "t"' A- Me- t4 TA a.~
AN A1 l!.A 12.:So f'ot A- N. 0 \T ^ tt\ -eo ~ L~ (h c:. ~ e 'f!.
WITNESS
hand this ~ day of t7?4'l
, W--;tOQ~
~ ~1h;J. '- PDJ'f-.
(Signature) (/W'-'
(Address)
(Signature)
(Address)
(Signature)
(Address)
LAST WILL AND TESTAMENT
OF
ROSANNE B. McGEE
:;1- Oil- 4)5-
KNOW ALL MEN BY THESE PRESENTS, that I, ROSANNE B.
McGEE, of Harrisburg, Dauphin County, Pennsylvania, being in good
health and of sound and disposing memory, do hereby make, declare
and publish this as my Last Will and Testament, hereby revoking
all former wills and codicils heretofore made by me.
FIRST: I direct that all my just debts, expenses of my
last illness and funeral expenses shall be paid by my Executor,
hereinafter named, from my estate as soon after my decease as
shall be found convenient.
SECOND:
I direct that all transfer and inheritance
taxes, state or federal, assessed because of my death, whether
the funds, property or insurance proceeds to which taxes are at-
tributable, pass under this Will or not, shall be paid from my
residuary estate as part of the expenses of the administration of
my estate.
THIRD:
I bequeath my automobiles, household and per-
sonal effects and other tangible property of like nature (not
including cash or securities) together with any existing insur-
ance thereon, to my husband, NEAL J. McGEE, if he survives me by
thirty days. Should my husband, NEAL J. McGEE, not be living on
1it{J~~. 7OC~
Page 1
the thirty-first day after my death, I bequeath such tangible
personal ty and insurance thereon to such of my children as are
living on the thirty-first day after my death, to be divided
among them by my Trustees with due regard for their personal
preferences in as nearly equal shares as practical.
FOURTH: I give, devise and bequeath all the rest,
residue and remainder of my estate, whether real, personal or
mixed and of any nature whatsoever and wherever situated, to my
husband, NEAL J. McGEE, absolutely, if he survives me by thirty
(30) days.
FIFTH: In the event that my husband, NEAL J. McGEE,
should predecease me or not be living on the thirty-first day
after my death, I give, devise, and bequeath the rest, residue
and remainder of my estate, as aforesaid, to my children in equal
shares provided that, if a child of mine should predecease me or
die prior to the distribution of his or her share, said child's
share shall be paid to his or her then living issue, if any, per
stirpes, and in default of any such issue then living, such share
shall be added to the shares of my other children and, further
provided, that if any of my children entitled to distribution
shall be under age thirty-five (35), the share of such child
shall be held by my Trustees, hereinafter named, IN SEPARATE
TRUST, for the following uses and purposes:
f1.,-{J~f3.7n~
Page 2
(a) My Trustees shall pay all the net income of
his trust to him in installments at least as often as
quarter-annually.
(b) When any child of mine shall have reached the
age of thirty-five (35) years, my Trustees shall
distribute to him the balance of his trust.
(c) Upon the death of any child of mine for whom
a trust has been established under this Will, the
Trustees
shall
distribute
his
then
trust,
as
constituted:
(1) To or in trust for the benefit of such
person or persons, upon such conditions and
estates, with such powers in such manner and at
such time or times as such child appoints and
directs by Will specifically referring to this
power of appointment, and to the extent that he
does not effectively exercise his power of
appointment;
(2) To his then living descendants, per
stirpes, or, in default of such descendants;
(3) To my then living descendants, per
stirpes, except that the share of any beneficiary
f{~~ 7r\~~/
Page 3
in default of appointment for whose primary
benefit another trust is then to be held under
this instrument shall be added to and commingled
with the other trust and held as if it had been an
original part of the other trust.
SIXTH: I hereby nominate, constitute and appoint my
husband, NEAL J. McGEE, as Executor of this, my Last Will and
Testament. In the event that my said husband, NEAL J. McGEE,
shall predecease me, or be unwilling or unable to act as
Executor, as aforesaid, then I nominate constitute and appoint
JAMES L. McGEE, my son, and MARY LUCY McGEE, my daughter, or if
one of them should predecease me, then the survivor, as Executors
of this my Last Will and Testament.
SEVENTH: I hereby nominate, constitute and appoint
JAMES L. McGEE and MARY LUCY McGEE as Trustees of any trusts
created in Article Fifth hereof. If one of my Trustees is unable
or unwilling to act, or is serving, and by reason of death,
resignation or otherwise, shall fail to qualify or cease to act
as Trustee, then the surviving Trustee may and shall continue to
act as sole Trustee of the trusts created herein.
EIGHTH:
My Executor and Trustees shall have, in
addition to the powers and authority conferred upon them by law,
the following additional discretionary powers and authority:
Jj~ (3, lrf~
Page 4
1. To retain any property received by them.
2. To sell at public or private sale, exchange, lease,
mortgage or pledge any property, real or personal, at any
time constituting a portion of trusts herein created, and
upon such terms and conditions as the Trustees or Executor
shall deem wise.
3. To invest any money at any time in such bonds,
stocks, notes, real estate, mortgages, life insurance annu-
ities or other securities, or such property, real or person-
aI, as the Trustees or Executor shall deem wise, without
being limited by any statute or rule of law regarding in-
vestments by the Trustees or Executor.
4. To retain, without incurring any liability, as in-
vestments, any property owned by me at the time of my death,
as long as they deem it wise, and even though such property
is not the kind of property Trustees or Executor would pur-
chase as an investment; and even though to retain such prop-
erty might violate sound diversification principles.
5. To cause any security or other property which may
at any time constitute a portion of a trust or of my estate
to be issued, held or registered in their own name, or in
the name of a nominee, or in such form that title will pass
by delivery.
d~~ 6.mW
Page 5
6. To consent to the reorganization, consolidation,
readjustment of the financial structure, or sale of the as-
sets of any corporation or other organization, the secu-
rities of which constitute a portion of a trust or of my
estate, and to take any action with reference to such secu-
rities which, in the opinion of the Trustees or Executor, is
necessary to obtain the benefit of any such reorganization,
consolidation, readjustment or sale; to exercise any conver-
sion privilege or subscription right given to them as the
owner of any securities constituting a portion of a trust or
of my estate; to accept and hold as a portion of a trust of
my estate securities resulting from any reorganization, con-
solidation, readjustment, sale, conversion or subscription.
7. To pay all costs, taxes, charges and expenses in
connection with the administration of a trust of my estate.
8. To determine what is "Income" and what is "Princi-
pal" hereunder, and their decision thereon shall be final.
9. To transfer, sell, exchange, partition, lease,
mortgage, pledge, give options upon, or otherwise dispose of
any property at any time held by them, at public or private
sale or otherwise.
10. To borrow money from any person, firm or corpo-
ration for the purpose of protecting and preserving or
~~~ l3,m~
,
Page 6
improving my estate or trust hereunder;
to execu te
promissory notes or other obligations for amounts so
borrowed.
11. To make distribution in cash or in kind.
12. To execute and deliver all documents necessary or
appropriate for the exercise of their powers.
13. To employ legal counsel, accountants, brokers,
investment advisors, custodians, managers and other agents
and employees and to pay them reasonable compensation out of
my estate or out of any fund held hereunder to which said
compensation is attributable.
14. To do all other acts in their judgment necessary
or desirable for the proper and advantageous management,
investment and distribution of a trust or of my estate.
NINTH:
No Executor or successor thereof or Trustees
acting hereunder shall be compelled to post bond or enter
security for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I, ROSANNE B. McGEE, the Testatrix
to this, my Last Will and Testament, typewritten on eight (8)
sheets of paper which I have identified at the bottom of each
fj~ /ll?(~/
Page 7
;tI.
page by my signature, hereunto set my hand and seal the /7 day
of ;:: e ~ 11//1t1/.'1
, 1988.
f(~ ~ ~~(SEAL)
Rosanne B. McGee~
The preceding instrument consisting of this and seven
(7) other typewritten pages, each identified by the signature of
the Testatrix, ROSANNE B. McGEE, was on this day and date thereof
signed, published and declared by ROSANNE B. McGEE, the Testatrix
therein named, as and for her Last Will, in the presence of us,
who at her request, in her presence, and in the presence of each
other have subscribed our names as witnesses.
O~LVVj (j. L~AJ
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Page 8
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
SS:
I, ROSANNE B. McGEE, 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.
fj ::'~G7fl:~AL)
Sworn or affirmed to and acknowledged before me, by
/
-tJ) --
ROSANNE B. McGEE, the Testatrix, this /7 day of j-e4JetJI4L!.J'f
1988.
(SEAL)
~.L
,,/ Notary pUblc
Gii\j;i~;:' ;.'.,~.~~, f-:JfMrt punuc
My Comm'ss;o:l Expires April 9, 1989
Harrisburg. fA j)auphin Coun~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
SS:
We, Joan R. Yohe
and
Nancy L. Loper
and
Richard E. Connell
, 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 ROSANNE B. McGEE sign and execute the instrument
as her Last Will; that she signed willingly and that she executed
it 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 or more
years of age, of sound mind and under no constraint or undue
influence.
~~, (j Ljk
C;:?~~1~,
Sworn or affirmed to and subscribed to before me by
and
Richard E. Connell
,and Nancy L. Loper
. h . / 7 'I-~
, w1tnesses, t 1S
day of
Joan R. Yohe
~
)-e;fJ ~LJA,€J,/
, 1988.
(SEAL)
~ul~
DIANNE [\(,':EI:L, NOTARY PUBLIC
My Commission Expires April 9, 1989
jiauislluri. fA pauphin .County-
. ,
;) 1- OJ -l)S-5-
I, ROSANNE B. McGEE, formerly of Harrisburg, Dauphin County, Pennsylvania, now of
Eagles Mere, Sullivan County, Pennsylvania, declare this to be the sole Codicil to my Last Will
and Testament dated February 17, 1988:
Item I: I hereby revoke Paragraph Sixth, and replace it as follows:
SIXTH: I hereby nominate, constitute and appoint my husband, NEAL J. McGEE as
Executor of this, my Last Will and Testament. In the event that my said husband, NEAL J.
McGEE shall predecease me, or be unwilling or unable to serve hereunder, I then nominate,
constitute and appoint my son, JAMES L. McGEE and my daughter, ANN MARIE McGEE, or
the survivor thereof, as Alternate Executors of this, my Last Will and Testament.
Item II: I hereby revoke Paragraph Seventh, and replace it as follows:
SEVENTH: I hereby nominate, constitute and appoint JAMES L. McGEE and ANN
MARIE McGEE, or the survivor, as Trustees of any trusts created in Article Fifth hereof.
Item III: In all other respects, I hereby ratifY, confirm and republish my Last Will and
Testament dated February 17, 1988, together with this sole Codicil, as and for my Last Will.
IN WITNESS WHEREOF, I have hereunto set my hand this 18th day of February, 1997.
~~b,-mC~
Rosanne B. McGee
SIGNED, SEALED AND DELIVERED by the above named ROSANNE B. McGEE, on
the day above set forth, as and for the sole Codicil to her Last Will and Testament dated February
17, 1988, in the presence of us, who at her request, in his presence and in the presence of each
other, have subscribed our names as witnesses hereto.
/~.\
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.IWdtOQC~ Q, 010JJJe__
Michael R. Krause
ACKNOWLEDGMENT
I, ROSANNE B. McGEE, the person whose name is subscribed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed this instrument as a sole codicil to my Last Will and Testament, that I signed
it willingly, and that I signed it as my free and voluntary act for the purposes therein contained
and expressed.
~A.7?/cL)
Rosanne B. McGee
Sworn to and subscribed before me, a notary public, this 18th day of February, 1997.
-Seal-
Notary~!f .-~~]
[ N01an;ctl Sedl
Mary E. Saxe, Nl'lary PubliC
Dushore 80m. Sullivan Cou~ty
AFFIDAVIT ~i_ conlml:,i~ E x~~..:.~::;.~.
Member, Pennsv!va:lia As~o!,!ao!()n 01 N\J!i11 !~!l
We, Julie Gavitt Shaffer and Michael R. Krause, 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 ROSANNE B. McGEE sign and execute the instrument as her sole
Codicil to her Last Will and Testament; that the said ROSANNE B. McGEE signed willingly and
she executed it as her free and voluntary act for the purposes therein expressed, that each of us, in
the hearing and sight of ROSANNE B. McGEE signed the Codicil as witnesses thereof; and that
to the best of our knowledge, information and belief, ROSANNE B. McGEE was at that time
eighteen years of age or more, of sound mind and under no constraint or undue influence.
(hJ I J)(2_j
Sworn to and subscribed before me, a notary public, this 18th day of February, 1997.
-Seal-
Notary~t$!J
"'-'--J
Not':'!," Sf HI
Mary E. Saxe, Nc,1<Jry Public
Du,;horu BOrG. Sullivan County
!.;~~V.::.(~!l.:~~':S'~~~=.:~~~: NOV~~_~~
i'J1,,';;,UI'f ;.-'i~;;li~)'/i,,';:;:!j1l'\Y:~,;;e,":lall(ln ot ,.,~r)t;l"lf:-~(;
POWER OF ATTORNEY
Prepared by:
Jan L. Brown & Associates
845 Sir Thomas Court, Suite 9
Harrisburg, PAl 71 09
(717) 541-5550
FOR
NEAL J. McGEE
d- J -OJ. -'is-S-
NOTICE
THE PURPOSE OF THIS POWER OF ATTORNEY IS TO GIVE THE
PERSON YOU DESIGNATE (YOUR "AGENT") BROAD POWERS TO HANDLE
YOUR PROPERTY, wrnCH MAY INCLUDE POWERS TO SELL OR
OTHERWISE DISPOSE OF ANY REAL OR PERSONAL PROPERTY WITHOUT
ADV ANCE NOTICE TO YOU OR APPROV AL BY YOU.
THIS POWER OF ATTORNEY DOES NOT IMPOSE A DUTY ON YOUR AGENT TO
EXERCISE GRANTED POWERS, BUT WHEN POWERS ARE EXERCISED, YOUR AGENT
MUST USE DUE CARE TO ACT FOR YOUR BENEFIT AND IN ACCORDANCE WITH THIS
POWER OF ATTORNEY.
YOUR AGENT MAY EXERCISE THE POWERS GIVEN HERE THROUGHOUT YOUR
LIFETIME, EVEN AFTER YOU BECOME INCAP ACIT A TED, UNLESS YOU EXPRESSLY
LIMIT THE DURATION OF THESE POWERS OR YOU REVOKE THESE POWERS OR A
COURT ACTING ON YOUR BEHALF TERMINATES YOUR AGENT'S AUTHORITY.
YOUR AGENT MUST KEEP YOUR FUNDS SEPARATE FROM YOUR AGENT'S
FUNDS.
A COURT CAN TAKE A WAY THE POWERS OF YOUR AGENT IF IT FINDS YOUR
AGENT IS NOT ACTING PROPERL Y.
THE POWERS AND DUTIES OF AN AGENT UNDER A POWER OF ATTORNEY ARE
EXPLAINED MORE FULLY IN 20 P A. C.S. CH. 56.
IF THERE IS ANYTHING ABOUT THIS FORM THAT YOU DO NOT UNDERSTAND,
YOU SHOULD ASK ALA WYER OF YOUR OWN CHOOSING TO EXPLAIN IT TO YOU.
I HAVE READ OR HAD EXPLAINED TO ME THIS NOTICE AND I UNDERSTAND
ITS CONTENTS.
PRINCI~.,k Y '>lf~~
/-/_Zt1'dd
DATE
ACKNOWLEDGMENT
I, ;f CKl d -?o< /x..p 13 m c.... i.." , have read the attached Power of Attorney and am the
person identified as the agent for the principal. I hereby acknowledge that in the absence of a
specific provision to the contrary in the Power of Attorney or in 20 Pa. C.S. when I act as agent.
I shall exercise the powers for the benefit of the principal.
I shall keep the assets of the principal separate from my assets.
I shall exercise reasonable caution and prudence.
I shall keep a full and accurate record of all actions, receipts and disbursements on behalf of
the principal.
/f ~~ 6, TJJ c ~
AGENT
9 -1- c>1 0<:) C)
DATE
ACKNOWLEDGMENT
I, 4 n n ['vI (' G Q ~ b 0 "1 , have read the attached Power of Attorney and am the
person identified as the agent for the principal. I hereby acknowledge that in the absence of a
specific provision to the contrary in the Power of Attorney or in 20 Pa. C.S. when I act as agent.
I shall exercise the powers for the benefit of the principal.
I shall keep the assets of the principal separate from my assets.
I shall exercise reasonable caution and prudence.
I shall keep a full and accurate record of all actions, receipts and disbursements on behalf of
the principal.
o~~ L (lJ~
AGENT /
1lf I 0 CJ
DATE
I, ...::T41/1e3 L - /he 0--ec:.... , have read the attached Power of Attorney and am the
person identified as the agent for the principal. I hereby acknowledge that in the absence of a
specific provision to the contrary in the Power of Attorney or in 20 Pa. C.S. when I act as agent.
I shall exercise the powers for the benefit of the principal.
I shall keep the assets of the principal separate from my assets.
I shall exercise reasonable caution and prudence.
I shall keep a full and accurate record of all actions, receipts and disbursements on behalf of
the principal.
~M- 'nt~
AG T
~ +,~oa;l
DA E
DURABLE POWER OF ATTORNEY
FOR NEAL J. McGEE
I, NEAL J. McGEE, of Cumberland County, Pennsylvania, hereby revoke any and all prior
Powers of Attorney and hereby appoint my wife, ROSANNE B. McGEE, of Cumberland County,
Pennsylvania, to act as my Agent (hereinafter referred to as "my "Agent") for me and in my name
and place to transact all my business and to manage all my property and affairs as completely as I
myself might do if personally present, including but not limited to, exercising the following powers
contained in this document. In the event of ROSANNE B. McGEE's death or if she is unwilling or
unable to serve, I hereby nominate and appoint my children, ANN McGEE CARBON, of Dauphin
County, Pennsylvania, and JAMES L. McGEE of Montgomery County, Maryland, to act jointly
and individually as my Co-Agents with all the powers set forth below. Possession of this original
Power of Attorney by ANN McGEE CARBON and/or JAMES L. McGEE shall be conclusive
evidence that ROSANNE B. McGEE is unable to serve or to continue serving as my Power of
Attorney and/or Agent.
1. Execution of Con tracts. To enter into, perform, modify, extend, cancel, compromise,
enforce, or otherwise act with respect to any contract of any sort whatsoever -- including but not
limited to, leases and mortgages -- and to pay any money or to transfer title and possession to any
real or personal property that may be required to be paid or transferred by any contract or in the
performance of any obligation entered into or incurred by me or on my behalf.
2. Investments. To invest in all forms of real and personal property without any
restriction whatsoever as to the kind of investment, including, but not limited to, United States
Treasury Bonds which are redeemable at par in payment of federal estate taxes.
3. Re/{istration of Property. To hold property unregistered or in the name of a nominee.
4. Personal Property. To buy or sell at public or private sale for cash or credit or partly
for each, exchange, pledge, lease, give or acquire options for sales or exchanges or leases, or by any
other means whatsoever to acquire, dispose of, repair, alter or manage tangible or intangible personal
property or any interest therein, and, without limitation, with respect to any securities, to comply
with any securities laws or regulations, to execute indemnity agreements, to purchase insurance and
to pay commissions or discounts required by any underwriting.
5. Real Property. To buy or sell at public or private sale for cash or credit or partly for
each, exchange, mortgage, encumber, lease for any period oftime, give or acquire options for sales,
purchases, exchanges or leases, dedicate, or by any other means whatsoever, to acquire or dispose of
real property or any interest therein; to partition and subdivide real property; to manage real
property; to repair, alter, erect, or tear down any structure or part thereof; and to file such plans,
applications, or other documents in connection therewith and do such other acts as may be requested
by any government or other authority having or purporting to have jurisdiction.
6. Securities. To vote in person or by proxy at any meeting, to join in any merger,
reorganization, voting-trust plan or other concerted action of security holders, to make payments in
connection therewith, and in general to exercise all rights of a security holder.
7. Insurance. To procure, alter, extend or cancel insurance against any and all risks
affecting property and persons, and against liability, damage or claim of any sort.
8. Desi~nate Beneficiaries. To make or change any designation of beneficiary or to
make or change any distribution option for any qualified retirement plan, IRA, annuity, insurance
policy or other program for which I am entitled to so do.
9. Loans. To borrow money in such amounts for such periods and upon such terms as
my agent shall deem proper and to secure any loan by the mortgage or pledge of any property, and I
specifically authorize my agent to borrow money and to pledge property as collateral for the purpose
of purchasing United States Treasury Bonds which are redeemable at par in payment of federal estate
taxes.
10. Bank Accounts. To sign checks, drafts and other instruments or otherwise make
withdrawals from any checking, savings, transaction or other deposit account in my name, and to
endorse checks payable to me and receive the proceeds thereof in cash or otherwise; to open and
close checking, savings, transaction or other deposit accounts in my name; to purchase and redeem
savings certificates, certificates of deposit or similar instruments in my name; to exercise and deliver
receipts for any funds withdrawn or certificates redeemed; and to do all acts regarding any checking
account, savings account, savings certificate, certificate of deposit, or similar instrument which I now
have or may hereafter acquire, the same as I could do ifpersonally present. Any financial institution
may continue to rely on this power of attorney until it receives written notice from me that this
power of attorney is revoked or actual notice of my death and shall be indemnified and held
harmless by me and my estate, personal representatives and heirs against any liability or loss,
including lawyers' fees, costs of suit and claims of third parties, which it might incur by relying on
this power after termination or revocation but before it receives such notice, or any time because of
wrongful acts, omissions or representations of my agent with respect to transactions covered by this
power of attorney. My agent shall be subject to whatever bank rules and regulations I would be
subject to.
11. Individual Retirement Account. To request and receive distributions from any of my
individual Retirement Accounts; to give instructions for the purchase and sale of securities in those
accounts; to execute on my behalf any powers of attorney or, other instruments needed for those
purposes; and to endorse notes, check, drafts and bills of exchange, and to make contributions to
those accounts.
- 2 -
12. Safe Deposit Boxes. To have access to and control over the contents of any safe
deposit box rented by me, to rent safe deposit boxes in my name, to close out and execute and deliver
receipts for safe deposit boxes in my name, and to do all acts regarding any safe deposit boxes in my
name, which I now have or may hereafter acquire, the same as I could do if personally present;
provided that my agent shall not deposit or keep in any such safe deposit box any property in which
my agent has a personal interest. Any financial institution may continue to rely on this power of
attorney until it receives written notice from me that this power of attorney is revoked or actual
notice of my death and shall be indemnified and held harmless by me and my estate, personal
representatives and heirs against any liability or loss, including lawyers' fees, costs of suit and
claims of third parties, which it might incur by relying on this power after termination or revocation
but before it receives such notice, or at any time because of wrongful acts, omissions or
representations of my agent with respect to transactions covered by this power of attorney. My agent
shall be subject to whatever bank rules and regulations I would be subject to.
13. Receipts and Approval or Accounts. To receive payment of any kind, including a
bequest, devise, gift or other transfer of real or personal property to me in my own right or as a
fiduciary for another, and to give full receipt and acquittance therefor, or a refunding bond therefor,
to approve accounts of any business, estate, trust, partnership or other transaction whatsoever in
which I may have any interest of any nature whatsoever, and to enter into any compromise and
release in regard thereto.
14. Compromise and Arbitration or Claims. To compromise or arbitrate any claim in
which I may be in any manner interested, and for that purpose to enter into agreement to compromise
or arbitrate, and either through counselor otherwise to carry on such compromise or arbitration and
perform or enforce any award entered in arbitration.
15. Institution and Defense Claims. To institute, prosecute, defend, compromise, or
otherwise dispose of, and to appear for me in, any proceedings at law or in equity or otherwise before
any tribunal for the enforcement or for the defense of any claim, either alone or in conjunction with
other persons, relating to me or to any property of mine or any other person (including the authority
to sue if this power of attorney is not honored), and to retain, discharge and substitute counsel and
authorize appearance of such counsel to be entered for me in any such action or proceeding.
16. Taxes. To prepare, execute and file in my name and on my behalf any return, report,
protest, application for correction of assessed valuation of real or other property, appeal, brief, claim
for refund or petition including petition to the United States Tax Court in connection with any ta,'{
imposed or purported to be imposed by any government, authority or agency, or claimed, levied or
assessed by any government, authority or agency and to pay any such tax and to obtain any extension
of time for any of the foregoing; to execute waivers of restrictions on the assessment and collection
of deficiency in any tax; to execute closing agreements and all other documents, instruments and
papers relating to any tax liability of mine of any sort; to institute and carry on either through counsel
or otherwise any proceeding in connection with contesting any such tax or to recover any tax paid, or
- 3 -
to resist any claim for additional tax or any proposed assessment or levy thereof, and to enter into
any agreements or stipulations for compromise or other adjustment or disposition of any tax.
17. Bonds. To purchase for me United States of America Treasury Bonds of the kind
which are redeemable at par in payment of federal estate taxes; to borrow money and obtain credit in
my name from any source for such purpose, to make, execute, endorse and deliver promissory notes,
drafts, agreements or other obligations for such bonds and, as security therefore, to pledge, mortgage
and assign any stocks, bonds, securities, insurance values and other properties, real or personal, in
which I may have an interest, and to arrange for the safekeeping and custody of any such Treasury
Bonds.
18. Disclaimer. To execute, deliver and file or record disclaimers of any part or all of
any property, power or interest passing to or for me under any will, deed or trust or otherwise; and to
direct my spouse's executor to elect to qualify or to elect not to qualify for the marital deduction any
portion or all of a marital deduction trust created for me by my spouse.
19. Spousal Election To release or disclaim any interest in property on behalf of me (the
Principle). I direct my Agent to disclaim any and all interest in any and all property ifit impacts or
delays my eligibility for private and public benefits, including state, local, and federal benefits;
specifically, I direct my Agent(s) to refuse to take or claim a spousal election if it will impact or
delay the receiving or eligibility of medical assistance benefits. I specifically direct my Agent to
refuse to claim an election share in such a situation, and I consider refusing to take or claim a spousal
election a part of my estate planning, and it is my wish and reflects my intentions regarding my
estate planning and my directions of my estate to refuse to take or claim the elective share if it
impacts or delays my eligibility for any private or public benefits.
20. Employment of Others. To employ accountants, attorneys-at-law, investment
counsel, custodians, agents, servants, and others, and to delegate to them, to remove them, and to pay
them such remuneration as my agents shall deem proper.
21. Execution of Documents. To execute, deliver, file for record, cancel, modify,
endorse, acquire or dispose of any instrument including, but not limited to, stock and bond powers,
vehicle registrations, financing statements and related filing documents, reports of any sort to any
government, authority or agency, as required or permitted by law, deeds with or without covenants
or warranties, and any other document appropriate for carrying out any of the foregoing powers.
22. Gift Makin~ Powers. To make gifts, as set forth below, either outright orin trust or,
in the case of minors, in accordance with the Uniform Gifts to Minors Act and, for gifts made in
trust, to persons, including my Agent, as original or successor trustees. This power includes the right
to make additions to an existing trust and does not require my Agent to treat the donees equally or
proportionately and may entirely exclude one or more permissible donees. The pattern followed on
the occasion of any such gift (or gifts) need not be followed on the occasion of any other gift (or
- 4 -
gifts). The power to make gifts shall be restricted to my spouse, lineal descendants, and any
organization described in IRe Section 501(c)(3). My Agent and the donee of the gift shall be
responsible as equity and justice may require to the extent that a gift made by my Agent is
inconsistent with my directions and planning of my probable intent with respect to the disposition of
my estate. The ability of my Agent to make gifts of my property shall be limited by and shall only
be made in conformity with my prenuptial agreement, if any such agreement exists.
I specifically direct my Agent to make gifts to any and all persons listed in the above
paragraph who he/she deem appropriate, and further direct my Agent to make transfers including
gifts in order to hasten and facilitate my eligibility for public and private benefits, including
medical assistance, so to allow me and/or my spouse or any family member to receive state,
local, and federal benefits at the early possible time/date. It is my intention and my direction to
my Agent to empower my Agent to make gifts to anyone and to transfer assets to anyone to
obtain such benefits. Further, I consider transfers and gifting in order to obtain such benefits to
be in accordance with my estate planning, and I direct such action to be taken to obtain said
benefits for me. Any and all transfers and gifts are not inconsistent with my estate planning and
in fact reflect my intention and direction with respect to the disposition of my estate.
Specifically, I do not restrict or limit the amount of money or assets to be transferred and
gifted, and direct the funds available for such gifts or transfers include principle and income.
23. Governmental Benefits. To exercise complete dominion and control over any and all
social security, veteran, county, state and federal benefits to which I may now or hereafter be
entitled.
24. Health care Decisions. To consent, refuse or withdraw consent to any and all types of
medical care, treatment, surgical procedures, diagnostic procedures, medication, blood and blood
products, and the use of mechanical or other procedures that affect any bodily function, including,
but not limited to, artificial respiration, nutritional support and hydration, kidney dialysis and
cardiopulmonary resuscitation;
And to have access to medical records and information, including psychiatric records,
to the same extent that I am entitled to, including the right to disclose the contents to others;
And to authorize, or refuse to authorize, any medication or procedure intended to
relieve pain, even though such use may lead to physical damage, addiction or hasten the moment of
(but not intentionally cause) my death.
25. Placement in an Institution. To take charge of my person in case of illness or
disability of any kind; to authorize my admission to a medical, nursing, residential or similar facility,
and to enter into agreements for my care; and to remove and place me in such institutions or places
- 5 -
as my agent may deem best for my personal care, comfort, benefit and safety after giving
consideration to any wishes I have previously expressed on this subject.
26. Create a Trust. To execute a deed of trust, designating one or more persons
(including my Agent) as original or successor trustee(s) and to transfer to the trust any or all property
owned by me as my Agents may decide. The income and principal ofthe trust may, but need not, be
distributed to me or to the guardian of my estate, or be applied for my benefit, and upon my death,
any remaining principal or unexpended income of the trust may, but need not, be distributed to my
estate. Furthermore, this trust or deed of trust may be amenable or revocable at any time by me or
my Agents, or the trust or deed of trust may be irrevocable by me or my Agent. The establishment
and funding of a Trust, either revocable or irrevocable, is not inconsistent with my estate planning,
and in fact reflects my intention and direction with respect to the disposition of my estate.
27. Fund the Trust. To add at any time, any or all of the property owned by me to trust
in existence for my benefit when this power was created. The income and the principal ofthe trust
may, but need not, be distributable to me or to the guardian of my estate or be applied for my benefit
during my lifetime and upon my death any remaining principal and unexpended income ofthe trust,
may, but need not, be distributed to my estate. The establishment and funding of a Trust, either
revocable or irrevocable, is not inconsistent with my estate planning, and in fact reflects my intention
and direction with respect to the disposition of my estate.
28. Guardianship. Pursuant to Pennsylvania Consolidated Statute Title 20, Section 5604
(c) (2) or the corresponding provisions of any subsequent state law, if incapacity proceedings of my
person are hereafter commenced, I hereby nominate, constitute and appoint the herein-described
Agent as the guardian of my estate and my person. If and in the event that my Agent predeceases
me, or does not complete the duties of my true and lawful Agent, then and in such event, I nominate,
constitute and appoint the herein-described Successor Agents as the guardian(s) of my estate and my
person.
29. Substitution. My attorney shall have full power of substitution and revocation, and
such substitution or revocation may relate to, or be limited to, anyone or more or all of the foregoing
acts or powers, or be limited as to time or in such other respect as my attorney shall deem proper.
30. General. To do all things which my agent shall deem proper in order to carry out any
of the foregoing enumerated powers, which shall be construed in the broadest possible manner.
However, in no event shall this power of attorney be exercised in favor of my agent, anyone he or
she has the obligation to support, my agent's estate, my agent's creditors or the creditors of his or her
estate, unless specifically provided in this power of attorney. The descriptive headings of this
general power of attorney are inserted for convenience only and shall not be deemed to affect the
meaning or construction of any of the provision hereof or to limit in any way the construction thereof
in the broadest possible manner.
- 6 -
31. Liability. Any person who is given instructions by my Agent in accordance with
the terms of the Power of Attorney shall comply with the instructions. Any person who without
reasonable cause fails to comply with these instructions shall be subject to civil liability for any
damages resulting from non-compliance. Reasonable cause under this subsection shall include,
but shall not be limited to, a good faith report having been made by the third party to the local
protective services agency regarding abuse, neglect, exploitation, or abandonment. However, 1
consider qualifying for medical assistance benefits to be prudent planning. Any actions taken to
hasten and facilitate my eligibility for medical assistance shall not be challenged by a third party,
including the local protective services agency.
32. Third Party Immunity. Any person who acts in good faith, reliance on my Power
of Attorney shall incur no liability as a result of acting in accordance with the instructions of my
Agent.
33. Compensation and Reimbursement for Expenses. The Agent shall be entitled to
reasonable compensation based on the actual responsibilities assumed and performed. My Agent
shall also be entitled to reimbursement for actual expenses advanced on behalf of the principle
and to reasonable expenses incurred in connection with the performance of my Agent's duty.
34. Ratification. 1 hereby ratify and confirm all that my agent or the substitute or
substitutes therefore shall lawfully do or cause to be done by virtue hereof.
35. Reliance bv Others. This power of attorney shall continue in force and may be
accepted and relied upon by anyone to whom it is presented despite my purported revocation of this
power, the age ofthis power, the issuance of a court decree declaring my incompetency or my death,
until written notice of such event is received by such person.
36. Effect of My Disability. This power of attorney shall not be affected by my disability
or incapacity.
37. Waivers and Directions.
Initials by Principle is reinforcing his/her interest on the following issues,
responsibilities, and undertaking by Agent on Principle's behalf:
1. ~fj: %--1 sp~cifically and expressly waive any requirements in effect now
Ini' s and In the future to have my assets kept separate from my Attorney-
in-Fact and/or Agent's assets.
2.9< r'\/<}Y ~ specifically and ex?ressly waive an~ requirements in effect now and
.~ In the future to reqUIre my Attorney-m-Fact and/or Agent to keep a
full and accurate record of all activities, receipts, and dispersements
my Attorney-in-Fact and/or Agent has made on behalf of me (the
Principle).
- 7 -
.
'.'
3 g, A ~-- I specifically and expressly waive the requirement in effect now and
v~ in the future that my Attorney-in-Fact and/or Agent is to file an
accounting of his or her action with any office or agency in the
county or state, or elsewhere.
4. 9to ", I specifically and expressly direct my Attorney-in-Fact and/or Agent
~ take all and any legal and all financial action that would assist in my
receiving local, state, federal, private, and public benefits.
Dated
7-J-90c!7d
, 2000.
~.(~/
EAL cG
~I{< ~ J/z1J/JWS CI, ~, J14 /7/09
53'1Jk,ttJ.. ~,l'jJ /7~f/
- 8 -
'. .
.
".
CONUMONWEALTHOFPENNSYLV~
SS:
COUNTY OF DAUPHIN
q. I
, 2000, before me a Notary Public for the Commonwealth of
On
Pennsylvania, personally appeared NEAL J. McGEE, known to me to be the person whose name is
subscribed to the within instrument and acknowledged that he executed the same for the purposes
therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
. NOTARIAL SEAL -
JAH L BROWN. Notary Public
. Lo~er ~ton Twp.. Dauphin County
~ ~mmlsslon Expims ~Ch ~ 2004
- 9 -
d;
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Rosanne B. McGee
Date of Death:
February 7, 2002
Admin. No.:
21-02-455
To the Register:
I certify that notice of estate administration required by Rule 5.6 of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on Mav 14. 2002:
Neal J. McGee, clo Ann McGee Carbon, 880 Zermatt Drive, Hummelstown, PA 17036
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date: May 14, 2002
a-~A~
Ann McGee Carbon, Esq.
Keefer Wood Allen & Rahal, LLP
P.O. Box 11963
Harrisburg, PA 17108-1963
Capacity:
Counsel for Personal Representatives
-'i-"
....'......
1.1.
..-
("
p
...-.
~
" ....-...
-'" ...........
IMPORT ANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE
Whether you will receive any money or property
will be determined wholly or partly by the
decedent's will. If the decedent died without a will,
whether you will receive any money or property
will be determined by the intestacy laws of
Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND .
PENNSYLVANIA
In re Estate of Rosanne B. McGee, deceased,
TO: Neal J. McGee
c/o Ann McGee Carbon
880 Zermatt Drive
Hummelstown, P A 17036
Please take notice of the death of decedent and the grant of letters to the personal
representatives named below.
The Decedent, Rosanne B. McGee, died on the th day of February, 2002, in South
Middleton Township, Cumberland County, Pennsylvania.
The Decedent died testate (with a Will).
The personal representatives of the Decedent are Ann McGee Carbon, 880 Zermatt
Drive, Hummelstown, PA 17036, (717) 520-9531; and James L. McGee, 6408 Redwing Road,
Bethesda, MD 20817, (301) 320-6105.
The Will has been filed with the Office of the Register of Wills of Cumberland County, 1
Courthouse Square, Carlisle, P A 17013-3387. Phone number (717) 240-6345.
A copy of the Will may be obtained by contacting the Register of Wills and paying the
charges for duplication.
Date: May 14, 2002
~~E~
Keefer Wood Allen & Rahal, LLP
P.O. Box 11963, Harrisburg, PA 17108
Telephone (717) 255-8054
Capacity:
Counsel to Personal Representatives
HEATH L. ALLEN
N. DAVID RAHAL
CHARLES W. RUBENDALL II
ROBERT L. WELDON
EUGENE E. PEPINSKY, .JR.
.JOHN H. ENOS m
GARY E. FRENCH
DONNA S. WELDON
BRADFORD DORRANCE
.JEFFREY S. STOKES
ROBERT R. CHURCH
STEPHEN L. GROSE
R. SCOTT SHEARER
WAYNE M. PECHT
ELYSE E. ROGERS
CRAIG A. LONGYEAR
DONALD M. LEWISm
BRIDGET M. WHITLEY
.JOHN A. FEICHTEL
ANN McGEE CARBON
ELIZABETH .J. GOLDSTEIN
BARBARA A. GALL
STEPHANIE KLEINFELTER
KEEFER WOOD ALLEN & RAHAL, LLP
210 WALNUT STREET
P. O. BOX 11963
HARRISBURG, PA 17108-1963
ESTABLISHED IN 1676
OF COUNSEL:
SAMUEL C. HARRY
PHONE (7171 255-8000
WEST SHORE OFFICE:
415 FALLOWFIELD ROAD
CAMP HILL, PA 17011
17171612-5600
EIN No. 23-0716135
www.keeferwood.com
WRITER'S CONTACT INFORMATION:
(717) 255-8054
August 15, 2002
Mary C. Lewis, Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
Via Hand Delivery
Re: Estate of Rosanne B. McGee. deceased
File No. 21-2002-0455
Dear Mrs. Lewis:
I enclose an inheritance tax payment of $1305.06 for the Estate of Rosanne B.
McGee. Please provide me with a receipt for the payment. Thank you for your
assistance in this matter.
lame
Enclosures
Very truly yours,
KEEFER WOOD ALLEN & RAHAL, LLP
C~) h=.9kc G-J2~
Ann McGee Ca;.bon
i \;
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
KEEFER WOOD ALLEN & RAHAL LLP
210 WALNUT STREET
PO BOX 11963
HARRISBURG, PA 17108-19~3
-------- fold
ESTATE INFORMATION: SSN: 209-14-6691
FILE NUMBER: 2102-0455
DECEDENT NAME: MCGEE ROSANNE B
DATE OF PAYMENT: 08/15/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/07/2002
NO. CD 001529
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,305.06
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,305.06
REMARKS: ANN MCGEE CARBON
C/O KEEFER ET AL
CHECK# 111
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
HEATH L. ALLEN
N. DAVID RAHAL
CHARLES W. RUBENDALL II
ROBERT L. WELDON
EUGENE E. PEPINSKY. ..JR.
..JOHN H. ENOS ill
GARY E. FRENCH
DONNA S. WELDON
BRADFORD DORRANCE
..JEFFREY S. STOKES
ROBERT R. CHURCH
STEPHEN L. GROSE
R. SCOTT SHEARER
WAYNE M. PECHT
ELYSE E. ROGERS
CRAIG A LONGYEAR
DONALD M. LEWIS III
BRIDGET M. WHITLEY
..JOHN A FEICHTEL
ANN McGEE CARBON
ELIZABETH ..J. GOLDSTEIN
BARBARA A GALL
STEPHANIE KLEINFELTER
KEEFER WOOD ALLEN & RAHAL,
210 WALNUT STREET
P. O. BOX 11963
HARRISBURG, PA 17108-1963
L L P ESTABLISHED IN 1878
OF COUNSEL:
SAMUEL C. HARRY
PHONE (717) 255-8000
WEST SHORE OFFICE:
415 FALLOWFIELD ROAD
CAMP HILL, PI'. 17011
17171612-5800
EIN No. 23-0716135
www.keeferwood.com
WRITER'S CONTACT INFORMATION:
E-mail:
(717) 255-8037
Fax: (717) 255-8003
skleinfelter@keeferwood,com
February 7,2003
Cumberland County Courthouse
Office of the Register of Wills
One Courthouse Square
Carlisle, PA 17013-3387
Re: Estate of Rosanne B. McGee
Pennsylvania Inheritance Tax Return and Inventory
File No. 2002-00455
Dear Sir/Madam:
Please file the enclosed Inventory and two original Pennsylvania Inheritance Tax
Returns, and date stamp and return the enclosed copies for our records. A $25.00
check is enclosed in payment of your filing fees.
Thank you.
Very truly yours,
KEEFER WOOD ALLEN & RAHAL, LLP
By:
~~J{~
Stephanie Kleinfelter
SK/kpf
Enclosures
cc: Ann McGee Carbon, Esq., Co-Executor
Register of Wills of Cumberland County, Pennsylvania
c:-
INVENTORY
Estate of Rosanne B. McGee
also known as
No. 0455-2002
Date of Death February 7, 2002
Social Security No. 177-20-7847
, Deceased
Personal Representative(s} of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets
wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said
Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonweaith of
Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We verify that the statements made in this Inventory are true
and correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn
falsification to authorities.
Personal Representative:
Name of
Attorney: Ann McGee Caron
1.0. No.:
Address: Keefer Wood Allen & Rahal, LLP
210 Walnut Street
P.O. Box 11963
Harrisburg, PA 17108
Telephone: 717-255-8059
Ann McGee Carbon and
James L. McGee .~
Dated
-~,-~
Description
Value
1 .
120.311 shares Vision Midcap Stock
Held in Portfolio Architect Account No. 191003272-MT
$1,595.32
2.
207.185 shares Cgm Realty
Held in Portfolio Architect Account No. 191003272-MT
2,904.73
3.
31,316 shares Vanguard Index 500
Held in Portfolio Architect Account No. 191003272-MT
3,123.46
4.
3,180.853 shares Vision US Govt
Held in Portfolio Architect Account No. 191003272-MT
30,345.34
5.
6.
26 shares Prudential Financial
739.44
Vision Money Market Fund
Held in Portfolio Architect Account No. 191003272-MT
12,253.96
7.
GE Capital Assurance - Refund of Unused
Premium (Long Term Care Policy)
501.38
8.
Masland Associates Inc. - Reimbursements
of Overpayment of Medical Expenses
214.63
9.
Health Management Associates, Inc. -
Reimbursement of Overpayment of Medical Expenses
23.42
10.
State Farm - Refund of Unused Premium
(Automobile Insurance)
1995 Buick Lesabre Sedan
6.64
11.
5,350.00
15.23
$57.073.55
12.
UGI - refund
aTAL
Form RW-7 (Cumberland County - Rev. 9/92)
y
ReV.1500 EX (6-00)
t It-
COMMONWEALTH OF
PENNSYLVANIA
OEPARTh1ENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
17-(.,d,.1
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
QFFOAL USE QNl Y
FILE Nl..MBER
21
2002 --945!L __
YEAR N.Jf.eER
COONTY CODE
I-
Z
W
C
w
ld
c
oeCEOENrS NAME (LAST, FIRST, AND MIDDLE INITIAL)
McGee, Rosanne B
DATE OF DEATH (MM-OD-YEAR)
02/07/2002
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
McGee, Neal J.
[X] 1. Original Return
D 4. Limited Estate
00 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
DATE OF BIRTH (MM.DD-YEAR)
SOC~SECURrrvNUMBER
209-14-6691
THS RETURN MUST BE FILED IN OUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
177-20-7B47
'"
....
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",""
,,00
"ll:;;j
..
<
D 2. Supplemental Return D 3. Remainder Return (date of death pri<7lo 12.13-82j
D 4a. Future Interest Compromise {date 01 death after 12-12-82} D 5. Federal Estate Tax Return Required
D 7. Decedent Maintained a living Trust (Attach c~yofTrust) _ 8. Total Number of Safe Deposit Boxes
D 10. Spousal Poverty Credit (dilll of deatnDelw..n 12-J1_911n:l 1_1.95) D 11. Election to tax under See. 9113(A)(ArtacnSchO)
....
Z
w
o
z
o
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o
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COfvPLETE MAILING ADDRESS
Stephanie Kleinfelter
FIRM NAME (If Applicable)
Keefer Wood Allen & Rahal LLP
'TELEPHONE NUMBER
717-255-8037
P.O. Box 11963
Harrisburg, PA
17108-1963
,. Real Estate (SChedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3 Closely Held CorporatiOn, Partnership Of Sole-Proprietorship (3)
4 Mortgages & Notes Reeeivable (Schedule OJ (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
Z 6. Jointly Owned Property (Schedule F) (6)
0 o Separate B~ling Requested
i=
:5 ,. Inter-Vivos Transfers & Miscellaneous Non-Probate Property III
::;) (Schedule G or L)
l-
e:: 8. Total Gross Assets (total Lines 1-7)
c(
U
W 9 Funeral Expenses & Administrative Costs (Schedule H) (9)
0::
10 Debts of Decedent, Mortgage Liab~ilies, & Liens (Sdledule I) (10)
11 Total Deductions (tolal Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 1 t)
0.00
38,708.29
0.00
0.00
18,365.26
28,923.88
0FFClAl USE ONLY
0.00
85,997.43
(8)
13,541. 57
1,167.42
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(13)
14,708.99
71,2BB.44
0.00
(11)
(12)
14. Net Value SUbject to Tax (Line 12 minus Line 13)
(14)
71,288.44
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax 42,364.56
z rate, or transfers under See. 9116 (a)(1.2) x.OO_(15)
0
i= 16. Amount of Line 14 taxable at lineal rate 2B,923.89 x.04~(16)
<
....
::> 0.00
.. 17. Amount of Line 14 taxable at sibling rate x .12 (17)
:e
0 0.00
" 18 Amount of Line 14 taxable at collateral rate x .15 11B)
x
< Tax Due (19)
.... 19.
0.00
1,301.58
0.00
0.00
1,301.58
20
[2g
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE ANO RECHECK MATH < <
2W46451oo0
lete Address:
CITY
STATE
PA
ZIP
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
1 ,301. 58
0.00
1,305.06
0.00
Total Credits (A + B + C) (2)
1,305.06
3. InteresVPenalty if applicable
D. Interest
E. Penalty
0.00
0.00
Total Interest/Penalty (0 + E) (3)
0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to roquost a rofund (4)
3.48
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTEROFWlLLS,AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . D
b. retain the right to designate who shall use the property transferred or its income;. []
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . []
d. receive the promise for life of either payments. benefits or care? . . . . . . . . . D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . , . . . . " D
3, Did decedent own an ~in trust for" or payable upon death bank account or security at his or her death? D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . , , , , . . . , , . , . "D [z]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties 01 perjury, I declare lhat I nave examined m,s relum, ~duding accompanying schedules and slatements. and to the best of my knowledge and belief. it IS true, correct and
complete
Oeclaration of preparer other than the personal representat,ve IS based on aU information of which preparer has any knowledge.
Yes
No
[R]
[R]
[R]
[R]
[R]
[R]
DATE
'~ oj
DATE
,
4l)J
A
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers 10 or for the use of the surviving spouse is 3%
[72 P.S. ~ 9916 (a) (1.1) (i)J.
For dates of dealh on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~ 9116 (a) (1.1) (ii))
The statute does not exempt 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 net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 9 9116(a)( 1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9 9116(1.2) [72 P.g. ~9116(a)(1 )J.
The tax rate imposed on the net value of transfers to or fer the use of the decedent's siblings is 12% (72 P.S. 9 9116(a)(1.3)]. A sibling is defined. under Section 9102, as an
indIVidual who has at Jeast one parent in common with the decedent, whether by blood or adoption.
~W4646 1.000
!
Bstate of: Rosanne B McGee
1 I
209-14-6691
Executor
James L McGee
6408 Redwing Road
Bethesda. MD 20817
.REV-1502E.X1' (1-97)
! I
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
McGee, Rosanne B
FILE NUMBER
21-2002-0455
All real property owned soIety 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 Jolntly-owned with
right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
2W46952000
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets ct the same size)
$
0.00
REV.1503 EX" (1-97)
I
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYL V A/,IA
INHERITANCE TAX RETLRN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
21-2002-0455
McGee, Rosanne B
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRJPTlQN
1. 120.311 shares Vision Midcap
Stock
Held in Portfolio Architect Account No. 191003272-MT
2207.185 shares Cgm Realty
Held in Portfolio
Architect Account
No. 191003272-MT
3 31,316 shares Vanguard Index
500
Held in Portfolio Architect
Account No. 191003272-MT
4 3,180.853 shares Vision US
Govt
Held in Portfolio Architect
Account No. 191003272-MT
5 26 shares prudential Financial
.
VAlUE AT DATE
OF DEATH
1,595.32
2,904.73
3,123.46
30,345.34
739.44
38,708.29
2W46963.000
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additiooal sheets of the same size)
i REI/.15fJ4/.J(+(1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE C
CLOSEL Y-HELD CORPORATION,
PARTNERSHIP or SOLE-PROPRIETORSHIP
ESTATE OF
McGee, Rosanne B
FILE NUMBER
21-2002-0455
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest oflhe decedent, other than a sole-proprielor.;hip.
See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
2W46972oo0
TOT At (Also enter on line 3, Recapitulation)
(If more space IS needed, Insert additional sheets of the same size)
$
0.00
REV.1507EX+(1-97)
1 #
COMMONWEAL TIi OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McGee, Rosanne B
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FILE NUMBER
21-2002-0455
All property JolnUy-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
TOTAL (Also enter on line 4, Recapitulation) $
0.00
2W46AC 2.000
(If more space is needed, insert additional sheets of same size)
REV-l508 EX + (1-97)
1
CQMMONWEAL TH OF PENNSYLVANIA
IN-iERlTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
. PERSONAL PROPERTY
ESTATE OF
McGee, Rosanne B
FILE NUMBER
21-2002-0455
Include the proceeds of litigation and the date the proceeds were received by lhe estate. All property jolnUy-owned with the right of survlyorshlp mUlt be dl&clo.ed on Schedule F.
DESCRIPTlON
ITEM
NUMBER
1. Vision Money Market Fund
Held in Portfolio Architect
191003272-MT
Account No.
2 GE Capital Assurance - Refund of Unused
Premium (Long Term Care Policy)
3 Maaland Associates Inc. - Reimbursements
of Overpayment of Medical Expenses
4 Health Manag8ment Associates, Inc.-
Reimbursement of OVerpayment of Medical
Expenses
5 State Farm - Refund of Unused Premium
.(Automobile Insurance)
6 1995 Buick Lesabre Sedan
7 UGI - refund
VALUE AT DATE
OF DEATH
12,253.96
501.38
214.63
23.42
6.64
5,350.00
15.23
TOTAL (Also enter on line 5. Recaoitulationl $
18,365.26
2W46AD 2000
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX. (1-91)
1 ·
COM.1ONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McGee, Rosanne B
SCHEDULE F
JOINTLY -OWNED PROPERTY
FILE NUMBER
21-2002-0455
If an asset was made Joint within one year of the decedent's date of death,lt must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A_McGee Carbon, Ann
PJ:XJRESS
RELA TlONSHIP TO DECEDENT
Daughter
880 Zermatt Drive
Humme1stown, PA 17036
6.
c.
.KlINTl y-oWNED PROPERTY:
<mER DATE DESCRlPTlON OF PROPERlY %OF DATE OF DEATH
ITEM FQRJOINT MADE Include name of finanoa' institution and bank account number or DATE OF DEATH DECD'S VALUE OF
f'.U.IIBER """" JOINT similar identifying number, Attacl1 deed lorjOintlv-held real estatll. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A 07/01/2000 M&T Bank - Certificate of 57,847.77 50.00 26,923.88
Deposit No. 31003910932887
Principal $55,810.11
Accrued Interest 2,037.66
TOTAL (Also enter on line 6, Recanitulation\ $ 28,923.88
2W46AE 2000
(If more space is needed, insert additional sheets of same size)
REV.1510 EX.. {1.971
, .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
ESTATE OF
McGee, Rosanne B
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-2002-0455
This schedule must be completed and filed if the answer to any rj questioos 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
CESCRIP1l0N OF PROPERTY %af
ITEM INCl.UOE Tl-E NAME OF THE TRANSFEREE. THEIR RELATlONSHIP TO DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
DECEDENT AlIIJ"JlolE Oo\TE OF TRANSFER. ATTACH ACOPY OF THE
NUMBE DEEOFQRRE/lLESTATE. VALUE OF ASSET INTEREST (IF APPUCABLEl
1.
TOTAL (Also enter on line 7, Recapitulation) $ 0,00
(If more space is needed. insert additional sheets of same size.)
2W46AF 20<10
REV.1511 EX. (1-1l1)
I.
.
CQWAONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT OECEceNT
ESTATE OF
McGee, Rosanne B
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2002-0455
o b f d d
b
d S h
. Is 0 eee ent must e reporte on e edule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERi'L EXPENSES:
1. Hoffman-Roth Funeral Home, Inc. - Funeral Services 1,482.46
Not Covered By Insurance
2 St. Patrick I s - Cemetery Plot 1,000.00
3 Rowels Print Shop - Memorial Programs 163.40
4 Sunnyside Restaurant - Funeral Reception 1,885.05
5 Catalano's - Funeral Dinner For Family 936.00
B. ADMINISTRATNE COSTS:
1. Personal Representative's Commissions 2,000.00
Name of PersCflal Representative(s) James L McGee
Social Security Number(s) J EIN Numrer of Personal Representative(s) 206-38-8480
Street Address 6408 Redwing Road
City Bethesda State MD Zip 20817
Year(s) Commission Paid: 2002
2. Attorney Fees 0.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 115.00
5. Accountant's Fees 0.00
6. Tax Return Preparer's Fees 0.00
7. Hoffman-Roth Funderal Home, Inc. - Death 15.00
Certificates
8 Cumberland County Register of Wills 59.50
- Codicil $ 10.50
Renunciation 5.00
Extra Pages 27.00
Short Certificates 12.00
JCP Fee 5.00
9 Cumberland Law Journal - Legal Advertisement 75.00
.J:o~a.1. rrom cont~nuat~on pages. . . . ~,~1U.1b
TOTAL (Also enter on line 9, Recapitulation) $ 13,541. 57
2W46AG 2.000
(If more space is needed, insert additional sheets of same size)
. .
Estate of: McGee, Rosanne B
Schedule H, Part A -- Puneral Expenses
Item
No.
Description
o
6
Funeral Travel Expenses (7 children)
TOTAL. (Carry forward to main schedule)
Page 2
21-2002-0455
Amount
4,532.00
4,532.00
Estate; of: McGee, Rosanne B
Schedule H, Part B -- Administrative Costs
Item
No.
Description
10
The Sentinel- Legal Advertisement
11
Carlisle MPO - Postage
12
UGI - Gas Service
13
Sprint - Long Distance Telephone Charges
14
Federal Square Station - Postage
15
Keefer Wood Allen & Rahal LLP
- Miscellaneous Disbursements (i.e. telephone,
postage, etc.)
16
Cumberland Crossings Retirement Community - Rental
of Cottage
17
Bank Charges
TOTAL. (Carry forward to main schedule) . . . . . .
Page 2
21-2002-0455
Amoun t
106.79
39.65
19.20
138.07
7.94
47.51
880.00
39.00
1,278.16
REV.1512 EX + (1-W)
( I
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McGee, Rosanne B
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-2002-0455
Include unreimbursed medicalexnenses.
ITEM
NLMBER
DESCRIPTION
AMOUNT
1. Masland Associates, Inc. - Medical
Expense
195.00
2 Carlisle Regional Medical Center -
Medical Expense
812.00
3 Carlisle Regional Medical Center -
Medical Expense
23.42
4 Central PA Hematology & Med. Oncology
100.00
5 Berta In Home Care - Medical Expense
37.00
2W46AH2,OOO
TOT At (Also enter on line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
1,167.42
REV.1513 EX+ (9-00)
.
~
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McGee
NUMBER
I.
Rosanne B
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
McGee, Neal J.
FILE NUMBER
21-2002-0455
RELATlONSHIPTO DECEDENT
Do Not List Trustee(s)
Spouse
Daughter
AMOUNT OR SHARE
OF ESTATE
42,364.56
28,923.89
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTlONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
2W46AI1,OOO
2
McGee Carbon, Ann
880 Zermatt Drive
Humme1stown, PA 17036
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART". 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)
$
0.00
/,
I ~
I
II
LAST WILL AND TESTAMENT
OF
ROSANNE B. McGEE
KNOW ALL MEN BY THESE PRESENTS, that I, ROSANNE B.
~lcGEE, of Harrisburg, Dauphin County, Pennsylvania, being in good
health and of sound and disposing memory, do hereby make, declare
and publish this as my Last Will and Testament, hereby revoking
all former wills and codicils heretofore made by me.
FIRST: I direct that all my 1ust debts, expenses of my
last illness and funeral expenses shall be paid by my Executor,
hereinafter named, from my estate as soon after my decease as
shall be found convenient.
SECOND: I direct that all transfer and inheritance
~ taxes, scace or federal, assessed because of my death, ,,:-tether
91: the funds, property or insurance proceeds to which taxes are at-
I .
I tributable, pass under this Will or not, shall be paid from my
residuary estate as part of the expenses of the administration of
,
Ii
"
I'
ii
I
"
my estate.
THIRD:
I bequeath my automobiles, household and per-
!i sonal effects and other tangible property of like nature (not
"
i!
I:
Ii
I:
I
,
I
I
"
including cash or securities) together with any existing insur-
ance thereon, to my husband, NEAL J. McGEE, if he survives me by
thirty days. Should my husband, NEAL J. HcGEE, not be living on
AN3~~. mC~
Page 1
c
II
[i ,
"
j
I
il the thirty-first day after my death, I bequeath such tangible
'I
~ personalty and insurance thereon to such of my children as are
living on the thirty-first day after my death, to be divided
among them by my Trustees with due regard for their personal
preferences in as nearly equal shares as practical.
I
I
I
I
II
I
'I
II
,
i'
,I
FOURTH:
I give, devise and bequeath all the rest,
residue and remainder of my estate, whether real, personal or
mixed and of any nature whatsoever and wherever situated, to my
husband, NEAL J. McGEE, absolutely, if he survives me by thirty
(30) days.
FIFTH:
In the event that my husband, NEAL J. McGEE,
should predecease me or not be living on the thirty-first day
I,
8)' after my death, I give, devise,
. c. <}
, and remainder of my estate, as aforesaid, to my children in equal
~ ~ shares p:ovided that, if a child of mine sho~ld predecease ce or
I, die prior to the distribution of his or her share, said child's
and bequeath the rest, residue
II
Ii
"
share shall be paid to his or her then living issue, if any, per
stirpes, and in default of any such issue then living, such share
shall be added to the shares of my other children and, further
provided, that if any of my children entitled to distribution
shall be under age thirty-five (35), the share of such child
shall be held by my Trustees, hereinafter named, n; SEPARATE
TRUST, for the following uses and purposes:
f1.~~f3. 7Jr{~
Page 2
I
il
'[
Ii
Ii
;
(a) My Trustees shall pay all the net income of
his trust to him in installments at least as o:ten as
quarter-annually.
(b) When any child of mine shall have reached the
age of thirty-five (35) years, my Trustees shall
distribute to him the balance of his trust.
(c) Upon the death of any child of mine for whom
a trust has been established under this Will, the
Trustees
shall
dis tribute' his
then
trust,
as
constituted:
(1) To or in trust for the benefit of such
person or persons, upon such conditio~s and
estates, with such powers in such manner and at
such time or times as such child appoi~:s and
directs by Will specifically referring ::0 this
power of appointment, and to the extent that he
does not effectively exercise his power of
appointment;
(2) To his
then living descendants,
per
stirpes, or, in default of such descendants;
(3) To my then living descendants, per
stirpes, except that the share of any beneficiary
If ~ ~ 7f'. ,,~/
Pag:e 3
l. ,
in default of appointment for whose primary
benefit another trust is then to be held under
this instrument shall be added to and commingled
with the other trust and held as if it had been an
original part of the other trust.
SIXTH:
I hereby nominate, constitute and appoint my
husband, NEAL J. McGEE, as Executor of this, my Last Will and
Testament.
In the event that my said husband, NEAL J. McGEE,
shall predecease me, or be unwilling or unable to act as
Executor, as aforesaid, then I nominate constitute and appoint
AMES L. McGEE, my son, and MARY LUCY McGEE, my daughter, or if
one of them should predecease me, then the survivor, as Executors
f this my Last Will and Testament.
SEVENTH:
I hereby nominate, constitute aEd appoint
ANES 1. MeGEr: and NARY LUCY McGEE as Trustees of any trusts
II created in Article Fifth hereof. If one of my Trustees is unable
or unwilling to act, or is serving, and by reason of death,
resignation or otherwise, shall fail to qualify or cease to act
as Trustee, then the surviving Trustee may and shall continue to
I
i;
i:
I!
I
II
II
I
,
act as sole Trustee of the trusts created herein.
EIGHTH:
My Executor and Trustees shall have, in
addition to the powers and authority conferred upon them by law,
the following additional discretionary powers and authority:
JJ~ f3. 171~/
Page 4
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II
1. To retain any property received by them.
2. To sell at public or private sale, exchange, lease,
mortgage or pledge any property, real or personal, at any
time constituting a portion of trusts herein created, and
upon such terms and conditions as the Trustees or Executor
shall deem wise.
3. To invest any money at any time in such bonds,
stocks, not~s, real estate, mortgages, life insurance annu-
ities or other securities, or such" property, real or person-
aI, as the Trustees or Executor shall deem wise, without
being limited by any statute or rule of law regarding in-
vestments by the Trustees or Executor.
4. To retain, without incurring any liability, as in-
vest~ents, any p"operty o~T.ed by De at the time of my death,
as long as they deem it wise, and even though such property
is not the kind of property Trustees or Executor would pur-
chase as an investment; and even though to retain such prop-
erty might violate sound diversification principles.
5. To cause any security or other property which may
at any time constitute a portion of a trust or of my estate
to be is sued, he ld or regis tered in their own name, or in
the name of a nominee, or in such form that title will pass
by delivery.
~~~ 6.1l()V
Page 5
I. '
6. To consent to the reorganization, consolidation,
readjustment of the financial structure, or sale of the as-
sets of any corporation or other organization, the secu-
rities of which constitute a portion of a trust or of my
estate, and to take any action with reference to such secu-
rities which, in the opinion of the Trustees or Executor, is
necessary to obtain the benefit of any such reorganization,
consolidation, readjustment or sale; to exercise any conver-
sion privilege or subscription right given to them as the
owner of any securities constituting a portion of a trust or
of my estate; to accept and hold as a portion of a trust of
my estate securities resulting from any reorganization, con-
solidation, readjustment, sale, conversion or subscription.
7. To pay all costs, taxes, charges and expenses in
connection with the administration of a trust of my estate.
8. To determine what is "Income" and what is "Princi-
pal" hereunder, and their decision thereon shall be final.
9. To transfer, sell, exchange, partition, lease,
mortgage, pledge, give options upon, or otherwise dispose of
any property at any time held by them, at public or private
sale or otherwise.
10. To borrow money :crom any person, firm or corpo-
ration for the purpose of protecting and preserving or
~~~ l3.mv~
.
Page 6
i ~ :;.
I improving my estate or trust hereunder; to execute
II promissory notes or other obligations for amounts
I so
borrowed.
11. To make distribution in cash or in kind.
12. To execute and deliver all documents necessary or
appropriate for the exercise of their powers.
13. To employ legal counsel, accountants, brokers,
investment advisors, custodians, managers and other agents
and employees and to pay them reasonable compensation out of
my estate or out of any fund held hereunder to which said
compensation is attributable.
14. To do all other acts in their judgment necessary
or desirable for the proper and advantageous management,
investment and distribution of a trust or of my estate.
NINTH:
No Executor or successor thereof or Trustees
acting hereunder shall be compelled to post bond or enter
security for the faithful performance of their duties in any
jurisdiction.
I
I
!i
I
IN WITNESS WHEREOF, I, ROSANNE B. McGEE, the Testatrix
to this, my Last Will and Testament, typewritten on eight (8)
sheets of paper which I have identified at the bottom of each
Ij~/lq~
Page 7
-/1
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page by my signature, hereunto set my hand and seal the /7 day
of ;:,.: d 4.:!f/l.'1
, 1988.
(~ I?J~~(SEAL)
Rosanne B. McGee'
The preceding instrument consisting of this and seven
(7) other typewritten pages, each identified by the signature of
the Testatrix, ROSANNE B. McGEE, was on this day and date thereof
signed, published and declared by ROSANNE B. McGEE, the Testatrix
therein named, as and for her Last Will, in the presence of us,
request, in her presence, and in the presence of each
other have subscribed our names as witnesses.
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Page 8
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II COMMONWEALTH OF PENNSYLVANIA
! COUNTY OF DAUPHIN
SS:
I, ROSANNE B. McGEE, 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.
;>
fj =~G?fl5;~AL)
Sworn or affirmed to and acknowledged before me, by
7>' -'
OSANNE B. McGEE, the Testatrix, this /7 day of ;-e~#W!lbj
@988.
il (SEAL)
II
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/' Notary pUblc
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i expressed; that each of us, in
~ Testatrix signed the Will as witnessesl and that to the best of
i'
~ur knowledge,
c:..-r-:@b,y.earSOfage,Ofsoundmindandundernoconstraintorundue
O. nfluence.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
55:
We, Joan R. Yohe
and
Nancy 1. Loper
Richard E. Connell
, the witnesses whose names are
and
signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were
present and saw ROSANNE B. McGEE sign and execute the instrument
as her Last Will; that she signed willingly and that she executed
it as her free and voluntary act for the purposes therein
the hearing and sight of
the
the Testatrix was at that time eighteen or more
, )'
'j, .., -A-,
_ ..../ /'. I'L"-....
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'-,
Sworn or affirmed to and subscribed to before me by
Joan R. Yohe
and Nancy L. Loper
. h' /7'1-'7
, w~tnesses, t ~s
day of
Richard E. Connell
I
Fe IS €/t..J J'i A?>'i
, 1988.
L (SEAL)
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~'.,}llJ~
8.'. ~otary Pu:" ~~:.:
~, c:-_.
tJ.l'~1:'~~~;_ (,:t
:. :
(\~"t" L ~. - :.;
( <" .
1. ROSANNE B. McGEE, formerly of Harrisburg, Dauphin County, Pennsylvania, now of
Eagles Mere, Sullivan County, Pennsylvania, declare this to be the sole Codicil to my Last Will
and Testament dated February 17, 1988:
.umu: I hereby revoke Paragraph Sixth, and replace it as follows:
SIXTH: I hereby nominate, constitute and appoint my husband, NEAL r McGEE as
Executor of this, my Last Will and Testament. In the event that my said husband, NEAL r
McGEE shall predecease me, or be unwilling or unable to serve hereunder, I then nominate,
constitute and appoint my son, JAMES L. McGEE and my daughter, ANN MARIE McGEE, or
the survivor thereof, as Alternate Executors of this, my Last Will and Testament.
Item II: I hereby revoke Paragraph Seventh, and replace it as follows:
SEVENTH: I hereby nominate, constitute and appo!nt JAMES L. McGEE and ANN
MARIE McGEE, or the survivor, as Trustees of any trusts' created in Article Fifth hereof
Item III: In all other respects, I hereby ratifY, confirm and republish my Last Will and
Testament dated February 17, 1988, together with this sole Codicil, as and for my Last Will.
IN WITNESS WHEREOF, I have hereunto set my hand this 18th day of February, 1997.
1/ t:!
I~,v~ .6. -;;V") G /~
Rosanne B. McGee
SIGNED, SEALED AND DELIVERED by the above named ROSANNE B McGEE, on
the day above set forth, as and for the sole Codicil to her Last Will and Testament dated February
17, 1988, in the presence of us, who at her request, in his presence and in the presence of each
other, have subscribed our names as witnesses hereto.
.~.
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Michael R. Krause
. -.,.
ACKNOWLEDGMENT
I, ROSANNE B. McGEE, the person whose name is subscribed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed this instrument as a sole codicil to my Last Will and Testament, that I signed
it willingly, and that I signed it as my free and voluntary act for the purposes therein contained
and expressed.
~~ 'JJA7?;1c~u)
Rosanne B. McGee
Sworn to and subscribed before me, a notary public, this 18th day of February, 1997.
AFFIDAVIT
. !::t!~
Notary Public. _ _=~_~. _.:_ _ __
r Nor 1~'3.1 ~!:!'c:il
I Mary;: Sa (e. Nt.: r '''/ ?~bUC
O\.i<;rnre 8orr), S.~i11'Jan County
M.." Ca;r,r;:':3s.or eXClres. I\!QV 15 1999 J
Me(;~bef ~~'--!"!S'JI'!~:lia A5;;C':lii~icn at NUU:tI.."
-Seal-
We, Julie Gavitt Shaffer and Michael R. Krause, 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 ROSANNE B. McGEE sign and execute the instrument as her sole
Codicil to her Last Will and Testament; that the said ROSAI'-iNE B. McGEE signed willingly and
she executed it as her free and voluntary act for the purposes therein expressed, that each of us, in
the hearing and sight of ROSANNE B. McGEE signed the Codicil as witnesses thereof; and that
to the best of our knowledge, information and belief; ROSANNE B. McGEE was at that time
eighteen years of age or more, of sound mind and under no constraint or undue influence.
~ \ .
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Juli Gavitt- Shaffer : -I
l'/i r'V0 _: f< t' :-
\ ~ ,'" ...._ 'i l"
/\ Ii .- ~ /c' '.. _II JI.',,;r._-
Michael R. Krause
Sworn to and subscribed before me, a notary public, this 18th day of February, 1997.
-Seal-
N"",_f$jJ
Ii Nc,;c";'3~-li
Iv.:try ~_ ':t~:,!) i\.::.~.lr,! P~b!ic
O!.i:;h:}~'7 80((;, S!~;ba~ County
! ~"\1' (>I~';l:;'~'.;'I'J:, >:.II'Cl(ry:; ,'~OV. 15.1999
r~'.;;:,:;I:' ~";':;:'~'i> ,,~'I:}, '\::;.:;::-.qii(,n or ;~ot;ir!e5
STATUS REPORT UNDER RULE 6.12
o{
C
Name of Decedent:
1
KOSQhn~
13. McG~~
Date of Death: Fe h . +, ~ot?;;V
WllN '>,fr\o'1-o45S
i 0.: ~v 0(
Admin. No.: dl-OJ -OLfS-~
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 JRl No 0
2. lithe answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. lithe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No ID
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? Y es ~ 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 tbi~.e ort. (~
Date: ~=1/ d-vOlf _ U'~~ X~ (1~~
Signature /
Ann HcG.e.f0 CCJ./Lbon
Name
9J ~O "Ze '{ ~:t~- Dr.
JtvYY\~nl PA 1:fo3lp
Address
:t , -:}. . G'dD -q S '3> J
Telephone No.
Capacity: f81.personal Representative
o Counsel for personal representative
/-?-b~' ?
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-IU7 EX AFP 101-05)
RecmC16C!
Re(l!~r.':
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-21-2003
MCGEE
02-07-2002
21 02-0455
CUMBERLAND
101
ROSANNE
H
STEPHANIE KLEINFELTE~3
KEEFER ETAL
PO BOX 11963
HBG
MAY 16 A10 :48
Allount Rellitted
Cls'Ik-(
P ~.l.'Z..l.1lAh ,i
. ,-,nJ' r1.}t;11 cu H..t
. '. ,- l
PA
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. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv=i6cfj-Ex-AFP--coY:oiY------...--iNHERITANc'E--TAx-STAYEH'E-NT-cfF"-AcfcoUiff--.-i.---------------- -----
ESTATE OF MCGEE ROSANNE H FILE NO.21 02-0455 ACN 101 DATE 04-21-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-07-2003
P R I NCI PAL TAX DUE: ................................................................................................................................................................................
...........................................
1.301.58
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-15-2002 CDOo1529 .00 1.305.06
04-07-2003 REFUND .00 3.48-
TOTAL TAX CREDIT 1.301.58
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ.
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
/"'}-62 - 7
BUREAU OF lNDIVIDUAL TAXES
INHEP~TANCE 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
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
STEPHANIE KLEINFELTER
KEEFER ET AL
PO BOX 11963
HBG ~A 17108
04-14-2003
MCGEE
02-07-2002
21 02-0455
CUMBERLAND
101
'*
REV-1547 EX AFP 101-OSI
ROSANNE
H
Anount Renitted
.00
38.708.29
.00
.00
18.365.26
28.923.88
.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
U)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
UO)
9.009.57
1.167.42
(11)
(2)
(3)
(4)
NOTE: To insure proper
credit to your account.
subnit the upper portion
of this forn with your
tax paynent.
(8)
85.997.43
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:i54j-EX--AFP--(OY:03T-NO'~ficE--OF-YNHER-ifAi'-CE-TAx-APpiHrisEMENT~--ALl-owAifcE-oR------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCGEE ROSANNE H FILE NO. 21 02-0455 ACN 101 DATE 04-14-2003
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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)
~. 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
10.176 99
75.820.44
.00
75.820.44
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
46.896.55 X 00 = .00
28.923.89 X 045 = 1.301.58
.00 X 12 = .00
.00 X 15 = .00
(9)= 1,301.58
n____. (+J AMOUNT PAID
DATE NUI1BER INTEREST/PEN PAID (-)
08-15 2002 CDOO1529 .00 1.305.06
04-07-2003 REFUND .00 3.48-
TOTAL TAX CREDIT 1.301. 58
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 FORI1 FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
REV-1470 EX (6-88)
REVIEWED BY
INHERITANCE TAX
EXPLANATION
OF CHANGES
Rosanne B. McGee
FILE NUMBER
John Kuchinski
ACN
2102-0455
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H A6 The deduction for travel expenses has been disallowed. The executor or administrator
of the estate is the only person entitled to claim these expenses in conjunction with the
administration of the estate.
ROW
Page 1