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Home My WebLink About02-0520 PETITION FOR PROBATE and GRANT OF LETTERS No. ZJ - 02.- 520 To: Estate of Neal J. McGee also k no wn as Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania ~ Deceased. Social Security No. _'12"1 20-7847 _ The petition of the undersigned respectfully represents that: Your pctitioner(s), who is/are 18 years of age or older an the execut ors in the last will of the above decedent, dated Fp.hn1F1ry 17 and codicil(s) dated February 18, 1997. The first-named executor. McGee, died February 7. 2002. named , 19-8ll--- Rosanne R. (state relevant cir":llmstarlces, c.g. renunciation, death of executor, de.) Dccendent was domiciled at dcath in Cumberland County, Pennsylvania, with lLJ,~ last family or principal residence at 1 Lonosdorf Way. South M; r'kll eton Township (list street, number and muncipality) Decendent, then 76 years of age, died May 15 ,xb!I 7007 at Cumberland r:roRsingR Ret:;r?1Tlp-:nr rrnmtmi+-Y1 1 T,nngq,nnrr wr:ty 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: $ 100,000 $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters aSmiAil3tr..tigQ o. t .il. -+<1s+a. In "-" +a.c~ (testamentary; administration c.La.; administration d. .n.c.t.a.) theron. L ~y) 7Jr :l~ ~ 'E' G- ames L. McGe'e '0 g 6408 Redwinq Road i::.~ ;::,E Bethesda, MD 20817 "","- 0_ 50 ;; " '" <is /, c\'. '~ C'!3Jf 0.. M. L. C~flCY~ l~'. - . _ ~ "'t'--(':, Ann Mar;" Mr.r;'; . tc:'<L-a. ":=nt 74.<.G /L n.k.a. Ann McGee Carbon --<Y""-- 880 7.ermaU Dr;ve Hummelstown, FA 17036 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA '1 S' COUNTY OF CUMBERLAND J :s Sworn to or affirmed.. _and subscribed before me this j ~'lM_ day of tJ. f!- lZtf fL700? i'U'.J ~~ ~ Register 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 he estate according to law. {~~~4; U ~,i. .t&"< Ann McGee carbon~ 1; ,d; .G<. ~;/ :fly Uz.J2r-L IT (,] I No. 2.1-0~-52.0 Estate of Neal J. McGee , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MAY ,0. 2002 ~ 200;\ 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 Ca:iicil dated February 18, described therein be admitted to probate and filed of record as the last will of Neal J. McGee 1997 and Letters aQn:dni..:>L.L.ClL~uu G.t..:4. -f€s+,^rY\~V\~ are hereby granted to ,Ternes L. M~e:e and ~1IC1M}uIX A1\ThT MAOl.lt MOCEE NKA ANN MCGEE CARBON CODICIL FEES 10.50 ~. Probate, Letters, Etc. ......... $ Short Certificates(') .......... $ ~ ,"xl:.r.a.pages... $ -jcp $ TOTAL _ $ Filed 5-30-2002 . . . maiied 'to' atty' ,,-":j6:'C)2 . . . . . ?<~ nn j-;/ (10 il6Zo~ 5.00 295.00 Ann McGee Carbon, #83013 AITORNEY (Sup. C,- J.D. No.) Keefer Wood Allen & Rahal, LLP P.O. Box 11963 ADDRESS Harrisburg, PA 17108-1963 (717) 255-8054 PHONE o N 21-02.-52-0 1, NEAL J. 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 1: 1 hereby revoke Paragraph Sixth, and replace it as follows: SIXTH: 1 hereby nominate, constitute and appoint my wife, ROSANNE B. McGEE as Executrix of this, my Last Will and Testament. In the event that my said wife, ROSANNE B. McGEE shall predecease me, or be unwilling or unable to serve hereunder, 1 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. q~-Ji: (~~ Neal J McG /' SIGNED, SEALED AND DELIVERED by the above named NEAL J McGEE, on the day above set forth, as and for the sole Codicil to his Last Will and Testament dated February 17, 1988, in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. \,--" I Julf Gavitt Shaffer , II [, ",0 k .{:" ^ ~ l/{l-("!dl Ii I" r, " \'1' tii~hae~i~raus~ \ \.1 .~v -- . . ACKNOWLEDGMENT I, NEAL 1. 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. fiiikf,y ~ Neal. cGe' ~ Sworn to and subscribed before me, a notary public, this 18th day of February, 1997. AFFIDAVIT Notary P!rt~ J I I j r,J\,! -Sea.l- M"j:~' t-:: "?-11 j Public I C'lunty I c;", i',<,JV 1:, 1~\9g i ) 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 NEAL J. McGEE sign and execute the instrument as his sole Codicil to his Last Will and Testament; that the said NEAL 1. McGEE signed willingly and he executed it as his free and voluntary act for the purposes therein expressed, that each of us, in the hearing and sight of NEAL 1. McGEE signed the Codicil as witnesses thereof; and that to the best of our knowledge, information and belief, NEAL 1. McGEE was at that time eighteen years of age or more, of sound mind and under no constraint or ndue influence. / uli Gavitt Shaffer \. 'rI I (1 (; I) , \ y I iC' i\ 0 (J'.; I< -f. iI,~' t I.~,"",- Michael R. Krause Sworn to and subscribed before me, a notary public, this 18th day of February, 1997. -Seal- Notary 1!!t-Yf ! ~,~ r / ;,_; I \ Mmy f.: ':ii.'i'. :'i( :,',:y Public .. D.:!';!::_;,'-> (',',;)", ~;uii:.:;,!; Ci)l!nty _ Mv (;.,;, ';iC>;- h!i.:v 1:~ 1 (I(::} :;f, i.," II I 'I , , LAST WILL AND TESTAMENT OF NEAL J. McGEE 21-02.-520 of Harrisburg, Dauphin County, Pennsylvania, being in good health and of sound and disposing memory, do hereby make, declare and KNOW ALL MEN BY THESE PRESENTS, that I, NEAL J. McGEE, publish this as my Last Will and Testament, hereby revoking all former wills and codicils heretofore made by me. hereinafter named, from my estate as soon after my decease as last illness and funeral expenses shall be paid by my Executrix, FIRST: I direct that all my just debts, expenses of my shall be found convenient. SECOND: I direct that all transfer and inheritance the funds, property or insurance proceeds to which taxes are at- taxes, state or federal, assessed because of my death, whether 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 wife, ROSANNE B. McGEE, if she survives me by thirty days. Should my wife, ROSANNE B. McGEE, not be living on cq{Ly~ ~. Page I .' the thirty-first day after my death, I bequeath such tangible 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. 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 wife, ROSANNE B. McGEE, absolutely, if she survives me by thirty (30) days. FIFTH: In the event that my wife, ROSANNE B. 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: Page 2 II I "I -- (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 Trustees a trust has been established under this Will, the shall distribute his trust, as then constituted: (1) To or in trust for the benefit of such estates, with such powers in such manner and at person or persons, upon such conditions and 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; stirpes, or, in default of such descendants; (2) To his then living descendants, per ~ /)- '~ t~ (3) To my then living descendants, per except that the share of any beneficiary Page 3 II . i , 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 Testament. wife, ROSANNE B. McGEE, as Executrix of this, my Last Will and In the event that my said wife, ROSANNE B. McGEE, shall predecease me, or be unwilling or unable to act as Executrix, as aforesaid, then I nominate constitute and appoint JAMES L. McGEE, my son, and MARY LUCY McGEE, my daughter, or if of this my Last Will and Testament. one of them should predecease me, then the survivor, as Executors 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 Executrix and Trustees shall have, in the following additional discretionary powers and authority: addition to the powers and authority conferred upon them by law, ~/t ()~ ./ i/ Page 4 II .1 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 shall deem wise. Upon such terms and conditions as the Trustees or Executrix stocks, notes, real estate, mortgages, life insurance annu- 3. To invest any money at any time in such bonds, ities or other securities, or such property, real or person- aI, as the Trustees or Executrix shall deem wise, without being limited by any statute or rule of law regarding in- vestments by the Trustees or Executrix. 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 Executrix 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. ~~ ( , J2- 0/ ' .-'" . ~ Page 5 II I readjustment of the financial structure, or sale of the as- 6. To consent to the reorganization, consolidation, 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 Executrix, is necessary to obtain the benefit of any such reorga- nization, consolidation, readjustment or sale; to exercise any conversion 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 nization, consolidation, readjustment, sale, conversion or trust of my estate securities resulting from any reorga- subscription. 7. To pay all costs, taxes, charges and expenses in connection with the administration of a trust of my estate. pal" hereunder, and their decision thereon shall be final. 8. To determine what is "Income" and what is "Princi- 9. To transfer, sell, exchange, partition, lease, mortgage, pledge, give options upon, or otherwise dispose of sale or otherwise. any property at any time held by them, at public or private Page 6 II I - improving my es ta te or trus thereunder; ration for the purpose of protecting and preserving or 10. To borrow money from any person, firm or corpo- borrowed. promissory notes or other obligations for amounts so to execute 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. investment advisors, custodians, managers and other agents 13. To employ legal counsel, accountants, brokers, 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. investment and distribution of a trust or of my estate. or desirable for the proper and advantageous management, 14. To do all other acts in their judgment necessary NINTH: No Executrix 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. Page 7 II .1 , this, my Last Will and Testament, typewritten on eight (8) sheets of paper which I have identified at the bottom of each page by my signature, hereunto set my hand and seal the /7.# day of IN WITNESS WHEREOF, I, NEAL J. McGEE, the Testator to hJfu",/ , 1988. (SEAL) (7) other typewritten pages, each identified by the signature of The preceding instrument consisting of this and seven the Testator, NEAL J. McGEE, was on this day and date thereof signed, published and declared by NEAL J. McGEE, the Testator who at his request, in his presence, and in the presence of each therein named, as and for his Last Will, in the presence of us, other have subscribed our names as witnesses. O~H/ 1 u LMic_/ /J / // t_"~C;/ _-~ . '__/-""~~',)__, / (s::a~~ . ~. I~~ ...., __ L'1-' r.___ Page 8 II I I I 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 NEAL J. McGEE sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. C)."'U'li if Lfrl/c/ fA (I j. 1./ / <:~~~~~~~ ~ Joan R. Yohe Sworn or affirmed to and subscribed to before me by , and Nany L. Loper of'> and Richard E. Connell ./' flAlf7vl'1.eA( ,1988. , witnesses, this /7 day of I (SEAL) _/!-u.... 7d~G ~~;y'~ublic DL'L"'!i:E !~"."":::,~!., ;;,::':",:.~(( PUBUC r..iy Com::1:::::":1 l:xpir()s f\pril 9, 1989; Halrisburgl fA paupfti_n (Qunl;g II I COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS: I, NEAL J. McGEE, Testator 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. ~ '--- (SEAL) Sworn or affirmed to and acknowledged before me, by "'I NEAL J. McGEE, the Testator, this /7 day of fet8bvl9eJy, 1988. (SEAL) ~~j~ ~ Notary Pu ic [i .,'.:", ',;','1 i {.,;y CorJ.,;;:,,:: '; L};iJilc~ {ipil S', ID.'~9 .Hal1isburz,- fA DrJuphinCountt . >-- (~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Neal J. McGee Date of Death: May 15, 2002 Admin. No.: 2'1-02-0520 To the Register: I certify that notice of estate administration required by Rule 5.6 of the Orphans' Court Rules was seNed on or mailed to the following beneficiaries of the above- captioned estate on June 4. 2002: James L. McGee, 6408 Redwing Road, Bethesda, MD 20817 Maggie McGee Sock, R.R. 3, box 198, Meshoppen, PA 18630 John C. McGee, 1632 Pine Creek Way, Woodstock, GA 30188 Neal D. McGee, 460 Foxberry Cove, CollieNille, TN 38017 Lucy McGee Walsh, 6 Railtree Terrace, Westford, MA 01886 Ann McGee Carbon, 880 Zermatt Drive, Hummelstown, PA 17036 Paul J. McGee, 518 N. 25th Street, Allentown, PA 18104 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: June 4, 2002 ;' .'~ - V" a /7, ,-V l\../~..J rYi c,iJ-<.e lj::LtA:/~ Ann McGee Carbon, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963 Harrisburg, PA 17108-1963 Capacity: Counsel for Personal Representatives I.'. ------ .. IMPORTANT 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 Neal J. McGee, deceased, TO: James 1. McGee 6408 Redwing Road Bethesda, MD 20817 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. The Decedent, Neal J. McGee, died on the 15th day of May, 2002, in South Middleton Township, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representatives of the Decedent are James 1. McGee, 6408 Redwing Road, Bethesda, MD 20817, (301) 320-6105; and Ann McGee Carbon, 880 Zermatt Drive, Hummelstown, P A 17036, (717) 520-9531. 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. /- ,------, ----fk.' G-J" I , ----:rx.~... ~ L.--A---,--.- - ....... --..... Date: June 4,2002 Ann McGee Carbon, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8054 Capacity: Counsel to Personal Representatives - .J IMPORTANT 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 Neal J. McGee, deceased, TO: Maggie McGee Sock R.R. 3, Box 198 Meshoppen, PA 18630 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. The Decedent, Neal J. McGee, died on the 15th day of May, 2002, in South Middleton Township, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representatives of the Decedent are James L. McGee, 6408 Redwing Road, Bethesda, MD 20817, (301) 320-6105; and Ann McGee Carbon, 880 Zermatt Drive, Hummelstown, PA 17036, (717) 520-9531. The Will has been filed with the Office of the Register of Wills of Cumberland County, I Courthouse Square, Carlisle, PA 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: June 4,2002 ~~'-~ C0~ Ann McGee Carbon, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8054 Capacity: Counsel to Personal Representatives - .J IMPORTANT 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 Neal J. McGee, deceased, TO: John C. McGee 1632 Pine Creek Way Woodstock, GA 30188 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. The Decedent, Neal J. McGee, died on the 15th day of May, 2002, in South Middleton Township, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representatives of the Decedent are James L. McGee, 6408 Redwing Road, Bethesda, MD 20817, (301) 320-6105; and Ann McGee Carbon, 880 Zermatt Drive, Hurnrnelstown, P A 17036, (717) 520-9531. The Will has been filed with the Office of the Register of Wills of Cumberland County, I Courthouse Square, Carlisle, PA 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: June 4,2002 .~ (L 731c~J-x~ ~--e~ Ann McGee Carbon, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8054 Capacity: Counsel to Personal Representatives J 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 Neal J. McGee, deceased, TO: Neal D. McGee 460 Foxberry Cove Collierville, TN 38017 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. The Decedent, Neal J. McGee, died on the 15th day of May, 2002, in South Middleton Township, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representatives of the Decedent are James L. McGee, 6408 Redwing Road, Bethesda, MD 20817, (301) 320-6105; and Ann McGee Carbon, 880 Zermatt Drive, Hummelstown, PA 17036, (717) 520-9531. The Will has been filed with the Office of the Register of Wills of Cumberland County, I Courthouse Square, Carlisle, PA 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: June 4,2002 /) ~-b /Ii /J. L.-7"-~ 11 ,,-;..<.kc La-......-v-v----. Ann McGee Carbon, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8054 Capacity: Counsel to Personal Representatives - ". IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS EST ATE 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 Neal J. McGee, deceased, TO: Lucy McGee Walsh 6 Rail tree Terrace Westford, MA 01886 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. The Decedent, Neal J. McGee, died on the 15th day of May, 2002, in South Middleton Township, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representatives of the Decedent are James 1. McGee, 6408 Redwing Road, Bethesda, MD 20817, (301) 320-6105; and Ann McGee Carbon, 880 Zermatt Drive, Humrnelstown, PA 17036, (717) 520-9531. The Will has been filed with the Office of the Register of Wills of Cumberland County, I Courthouse Square, Carlisle, PA 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: June 4, 2002 /" '~/D L1 V~--'.~ Ann McGee Carbon, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8054 Capacity: Counsel to Personal Representatives -- .-' IMPORTANT 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 Neal J. McGee, deceased, TO: Ann McGee Carbon 880 Zermatt Drive Hummelstown, PA 17036 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. The Decedent, Neal J. McGee, died on the 15th day of May, 2002, in South Middleton Township, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representatives of the Decedent are James L. McGee, 6408 Redwing Road, Bethesda, MD 20817, (301) 320-6105; and Ann McGee Carbon, 880 Zermatt Drive, Hummelstown, P A 17036, (717) 520-9531. The Will has been filed with the Office of the Register of Wills of Cumberland County, I Courthouse Square, Carlisle, PA 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: June 4, 2002 /j ~( ~. {! l.~, ../~~ Ann McGee Carbon, Esq. Keefer Wood Allen & Rahal, LLP P.O. Box 11963, Harrisburg, PA 17108 Telephone (717) 255-8054 Capacity: Counsel to Personal Representatives -- IMPORTANT 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 Neal J. McGee, deceased, TO: Paul J. McGee 518 N. 25th Street Allentown, PA 18104 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. The Decedent, Neal J. McGee, died on the 15th day of May, 2002, in South Middleton Township, Cumberland County, Pennsylvania. The Decedent died testate (with a Will). The personal representatives of the Decedent are James 1. McGee, 6408 Redwing Road, Bethesda, MD 20817, (301) 320-6105; and Ann McGee Carbon, 880 Zermatt Drive, Hummelstown, P A 17036, (717) 520-9531. The Will has been filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, PA 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: June 4, 2002 /-, -:=:'y,;- .~v:o /J /: C~-~~--, "7/~ ~.~ Ann McGee Carbon, Esq. 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 IT ROBERT L WELDON EUGENE E. PEPINSKY. .JR. .JOHN H. ENOS III 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. LEWISrn 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 1878 OF COUNSEL: SAMUEL C. HARRY PHONE (7171 255-8000 WEST SHORE OFFICE: 415 F ALLOWFIELD ROAD CAMP HILL, PA 17011 17171612-5800 EIN NO. 23-0716135 www.keeterwood.com WRITER'S CONTACT INFORMATION: August 15,2002 (717) 255-8054 Mary C. Lewis, Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Via Hand Delivery Re: Estate of Neal J. McGee. deceased File No. 21-2002-0520 Dear Mrs. Lewis: I enclose an inheritance tax payment of $16,148.88 for the Estate of Neal J. McGee. Because this tax is being paid within three months of the date of death, the discount has been applied. 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 ) (/~~~ GLfl~ Ann McGee Carbon COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF INDIVIOUAL 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 17108-1963 nUnn lold ESTATE INFORMATION: SSN: , 77-20-7847 FILE NUMBER: 2102-0520 DECEDENT NAME: MCGEE NEAL J DATE OF PAYMENT: 08/15/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/15/2002 NO. CD 001530 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $16,148.88 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ANN MCGEE CARBON CHECK# 113 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS $16,148.88 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 I }- ~ 7- I REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT (!.--J REV-1500 EX (6-00) Qf'lFQAL USE ONLY FILE NUMBER 21 20lg -952iL __ YEAA MJM3ER COUNTY CODE I- Z l1J C l1J 10 c DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) McGee, Neal J DA1E OF DEAni (MM-OD-YEAR) DATE OF BIRTH (MM-DO-YEAR) 05/15/2002 (IF APPLICABLE) SURVIVING SPQUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURJ"lY NUMBER 177-20-7847 THS RETURN MUST BE FILED IN OUPUCATE W\TK THE REGISTER OF WILLS SOCIAL SECURIlY NUMBER .. .... x=~(I) 0""" ..,,"0 ",00 00:...1 o.ol ~ [Z] ,. D4. D6 Ds Original Return Limited Estate o 2. Supplemental Return 0 3. Remainder Return (date of death prier to 12-f~2) D 4a. Future Interest Compromise (dale of death after 12-12-82.) 0 5. Federal Estate Tax Return Required D 7. Decedent Maintained a Living Trust (Attach cq>yofTrusl) _ 8. Total Number of Safe Deposit Boxes D 10. Spousal Poverty Credit (dale of dulh belween 12_31_91 ard 1_1_95) 0 11. Election to tax under See. 91 13(A) (Attach Sdl 0) Decedent Died Testate (AUach ~yofWiIl) litigatiOn Proceeds Received .... z w o z o .. '" W 0: '" o () THIS SECTION MUST BE COMPLETEO. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFDRMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Stephanie Kleinfelter FIRM NAME (If Applicable) Keefer Wood Allen & Rahal LLP TELEPHONE NUMBER P.O. Box 11963 Harrisburg, PA 17108-1963 717-255-8037 1. Real Estate (Schedule Al (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or SoIe-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5 Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (6) Z 6 Jointly Owned Property (Schedule F) (6) 0 o Separate Billing Requested >= :s 7. Inter-Vivos Transfers & Misceffal'180us Non-Probate Property (7) ::J (Schedule G orL) I- 0: 8 Total Gross Assets (lotal Lines; -7) <( U l1J 9 Funeral Expenses & Administrative Costs (Schedule H) (9) a:: 10. Debts of Decedent, Mortgage liabilities, & Liens (Sdledule 1) (10) 11. Total Deductions (total lines 9 & 10) '---- 0.00 1,636.83 0.00 0.00 ~OFFICIAL USE ONLY 154,87B.94 0.00 230,716.50 (8) 20,040.62 387,232.27 6,923.32 (13) 26,963.94 360,268.33 0.00 \11) 12 Net Value of Estate (line B minus Une 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (121 14. Net Value Subject to Tax (line 12 minus Une 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax 0.00 Z rate, or transfers under Sec. 9116 (aX1.2) 0 ;:: 16 Amount of Line 14 taxable at lineal rate 360,268.33 .. .... OJ 0.00 "" 17 Amount of Line 14 taxable at slbling rate :0 0 0.00 0 16. Amount of Line 14 taxable at collateral rate >< .. Tax Due .... 19 (14) 360,268.33 x.OO_{15) 0.00 (19) 16,212.07 0.00 0.00 16,212.07 x.04L-{16) x.12 (t7) x .15 (18) 20. [g] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE ANO RECHECK MATH < < 2W46451.00Q Decedent's Complete Address: S1'REET ADDRESS CITY [STATE [ZIP Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discounl (1) 16,212.07 0.00 16,148.88 810.60 Total Credits (A + 8 + C) (2) 16,959.48 3. Interest/Penally if applicable D. Interest E. Penalty 0.00 0.00 Tolai InleresllPenalty (0 + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enler Ihe difference. This Is Ihe OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 747.41 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. (SA) 8. Enter the totai of Line 5 + SA. This is the BALANCE DUE. Make Check Payable/a: REGISTER OF WlLLS, AGENT ".' ',.. ..... "'>j"""" ;\(<Fi1i::;:~\'N:\.\W\j;;;~WNN!);:;i:'1;.fYl,\\\\\Wi~t:jNq (58) ":!':+~;" (W;:;;;;:};: j\;Ni~\W;iK);; PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes D D D D D D contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., [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 of perjury, I declare that I have examined this relum. including accompal'lyil'lg schedullls aM statemel'lts, al'ld to the best of my kl'lowledge al'ld belief, il is true, correct al'ld complete Dlilclaratlol'l Of preparer other thal'l the persol'lal represel'ltalive is based 0(\ ail information of which preparer has any knowledge. SIGNATURE, F PERSON RESPONS1B C:::;'51. 1. Did decedent make a transfer and; a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . b. retain the right to designate who shaH 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? . . . . . . . . . If death occurred after December 12. 1982, did decedent transfer property within one year of death withOut receivir.g adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent awn an lndividual Retirement Account. annuity, or other non-probate property which No 2. [X] [X] [X] [X] IX] IX] A RES DATE . / .;J //'(10.3 DATE/ trJ I /0 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 to or for the use of the surviving spouse is 3% [72 P.S. 9 9916 (a) (1.1) (i)J. FOr dates Of death 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% [12 P.S. ~ 9116 (a) (1.1) (ill! The statute does not exempt a transfer to a sur-;i"Jing 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. S 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, ~ 9116(1.2) [72 P.S. ~ 91 16(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use olthe decedent's siblings is 12% (72 P.S. ~ 9116(;3.)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption, 2W46461,OOO I Bxecutor James L McGee 6408 Redwing Road Bethesda, MD 20817 Ann McGee Carbon 880 Zermatt Drive Hummelstown, PA 17036 Executor REIJ-1S02EX"I,_ilo7) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF McGee, Neal J FILE NUMBER 21-2002-0520 All real property owned solely or as a tenant in cammon must be reported at talr 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 10 buy or sell, both having reasonable knowtedge of\he relevant facts. Real property which is Jolntly~wned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 2W46952.000 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets r:J. the same size) $ 0.00 REV.1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS McGee I Neal J FILE NUMBER 21-2002-0520 All property j(llntly~wned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 18 shares Johnson Controls Inc. CESCRIPTlON VALUE AT DATE OF DEATH 1,636.83 TOTAL (Also enter on line 2, Recapitulation) $ 1,636.83 2W46963,OOO (If more space is needed, insert additional sheets of the same size) REV.1504 EX~ [1-97) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX. RETURN SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP or SOLE-PROPRIETORSHIP ESTATE OF McGee, Neal J FILE NUMBER 21-2002-0520 Schedule C.1 or C~2 (Including all supporting information) must be attached for each dosely-held corporation/partnership interest ofthe decedent, other than a soIe-proprietorship. See instructions for the supporting information to be submitted for Sole-proprietorships. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. 2W46972.000 TOT At (Also enter on line 3, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 0.00 REV~'ro7 ex. (1-91) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETIJRN RESIDENT DECEDENT ESTATE OF McGee. Neal J SCHEDULE D MORTGAGES & NOTES RECEIVABLE FILE NUMBER 21-2002-0520 All property jolntty-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER [ESCRIPTION VALUE AT DATE OF DEATH 1. TOTAL (Also enter on line 4, Recapitulation) $ 0.00 2W46AC2.000 (If more space is needed, insert additional sheets of same size) , REV-1508 EX.. (1.97) COMMONWEAL 1H OF PENNSYLVANIA INHERlrANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF McGee, Neal J FILE NUMBER 21-2002-0520 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survlvo~hip must be dlsclepd on Schedule F. ITEM NUMBER DESCRIPTION 1. Allfirst Financial Center N.A. Checking Account No. 0010393846 Principal $ 3,898.66 Accrued Income .03 VALUE AT DATE OF DEATH 3,898.69 2 Allfirst Financial Center N.A. Statement Savings No. 87005301672444 Principal $ 22,956.32 Accrued Income .65 22,956.97 3 M&T Bank Corporation Checking Account No. 15310840 Principal $3,935.08 Accrued Income .03 3,935.11 4 Cumberland Crossings Retir.meent Community - Refund Which Will Be Recieved When Cottage Is Rented 70,182.50 5 Belvedere Medical Corporation - Refund Overpayment of Medical Services 66.14 6 The Sentinel~ Refund Of Overpayment 10.50 7 Health Management Associates, Inc.- Refund 64.00 8 Conseco Senior Health Insurance Company - Long ~e~ Care payments 4,784.25 9 GE Capital Assurance - Long Term Care Payments 1,782.50 10 Estate of Rosanne B. McGee - Value of Portfolio Architect Account No. 191003272-MT $56,335.97 Plus: 1995 Buick Lesabre Sedan 5,350.00 Mis. Refunds 746.07 Prudential Financial Stock 761.30 Sub-Total $63,193.34 Less: Funeral/Adm Exp. & Sub-Total 47,182.77 Debts - 14,708.99 $48,484.35 Total from continuation pages. . . . TOTAL (Also enter on line 5 Recaoitulation\ $ 15.51 154,878.94 2W46AD 2.000 (If more space is needed. insert additional sheets of the same size) Bstate of: McGee, Neal J Schedule B -- Cash, Bank Deposits & Misc. Personal Property Page 2 21-2002-0520 rtem No. Description Value at Date of Death 10 ~ess' PA rnh. Tax 1,301.58 Value of rnheritance $47,182.77 11 Blue Mountain Anesthesia Assoc. --Refund of Medical Exepense 15.51 TOTA~. (Carry forward to main schedule) . . . . . . 15.51 REV.1509EX+ p.ll7) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESlDENr DECEOENr ESTATE OF McGee, Neal J SCHEDULE F JOINTLY -OWNED PROPERTY FILE NUMBER 21-2002-0520 It an ClSset was made joint within one year of the deeedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. B. c. JOINTL y-oWNED PROPERTY; tETTER DATE DESCRIPTION OF PROPERlY %DF DATE OF DEATH ITEM FQRJOINT MADE Include name ot financial institulionand bankaocountnumb8l'f)( DATE OF DEATH DECD'S VALUE OF NUMBER TE_ JOINT similar idenlifying number. AtIac.h deed forjoinUv.held real eslate. VALUe OF ASSET INTEREST DECED~NTSINTEREST 1. TOTAL (Also enter on line 6, Recanitulation) $ 0.00 2W46AE2000 (If more space is needed, insert additional sheets of same size) REV-1S10 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF McGee, Nea~ J SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-2002-0520 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the AEV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDE NAME OF THE TRANSFEREE. THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECO & DATE OF TRANSFER. NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPUCABLEj 1 X&oT Securities 230,716.50 100.uu 0.00 230,716.50 IRA Account No. C3X-029904 Beneficiaries: Children Money Market $ 5.900.05 2,934.782 sh. Pederated Equity Inc. CI B $ 46.721.73 922.922 sh. Vision Small Cap, Class A $ 10,096.77 14.265.674 sh. Pederated Strategic Inc. CI B $ 114.696.02 5.503.555 sh. Vision Interm Term Bond Class A $ 53.301.93 TOTAL (Also enter on line 7, Recapitulation) $ 230.716.50 (If more space is needed, insert additional sheets of the same size) o PA15101 NTF333Qr CQ?'1fi~l'ot 2000 Gru.tlanalN.leo lP - Forms Softwilr. Only AEV.1511 EX+ [1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF McGee, Neal J FILE NUMBER 21-2002-0520 D d b d ebts 0 dece ent must e reporte on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman Roth Funeral Home Inc - Portion of Funeral 1,662.61 Services Not Covered By :Insurance 2 Sunnyside Restaurant - Funeral Reception 1,589.90 3 The patisserie and Deli At HIlltop - Funeral 172.52 Reception 4 Fay's Country Kitchen - Family Breakfast 209.48 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Divided Equally Between The Co-Execut 6,363.74 rs Name of persmal Representative(s) James L McGee & Ann McGee Carbon* Social Security Number(s) / EIN Numter of Personal Representative(s) Street Address 6408 Redwing Road City Bethesda State MD lip 20817 Year(s) Commission Paid: 2003 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 lip Relationship of Claimant to Decedent 4. Probate Fees 235.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. Cumberland County Register of Wills 60.50 - Extra Pages $ 27.00 Short Certificates 18.00 Codicil 10.50 JCP Fee 5.00 8 Cumberland County Register of Wills - Short 15.00 Certificates 9 The Sentinel- Legal Advertisement 116.48 ~ota~ rrom con~~nUat10n pages.... ~,O"~.~~ TOTAl (Also enter on line 9. Recapitulation) $ 20,040.62 2W46AG2.000 * Ann (If more space is needed, insert additional sheets of same size) McGee Carbon , 880 Zermatt Drive, Humme ls town , Social Security No. 211-58-4996 PA 17036 Bstate of. McGee, Neal J Schedule H, Pa~t A .- Funeral Expenses Item No. Description 5 Kinko's - Booklets, pictures, and Stationery 6 Gingrich Memorials - Memorial Stone 7 Family's - Travel Expenses To Attend Funeral (7 children) TOTAL. (Carry forward to main schedule) . . . . . . Page 2 21-2002-0520 Amount 128.25 4,570.00 4,794.63 9,492.88 Estate of: McGee, Neal J Schedule H. Part B -- Administrative Costs Item No. Description 10 Cumberland Law Journal - Legal Advertisement 11 Keefer Wood Allen & Rahal LLP - Miscellaneous Disbursements (i.e. telephone, postage, courier, etc.) TOTAL. (Carry forward to main schedule) . . . . . . Page 2 21-2002-0520 Amoun t 75.00 47.51 122.51 REV-1512 EX + (1-Q7), CQMMONWEAlTti OF PENNSYLVANIA INHERITANCE TAX RE1URN RESIDENT DECEDENT ESTATE OF McGee, Neal J SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2002-0520 Include unreimbursed medical eXDenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Carlisle Hospital - Medical Expense 9.94 2 Beledere Medical Corp. - Medical Expenses 19.26 3 Alert Pharmacy Services - Medical Expense 543.75 4 Fulton Bank - Credit Card Account 39.00 5 Cumberland County Retirement Community - Retirement/Nursing Home Charges 6.097.25 6 Cumberland Crossings Retirement Community- Miscellaneous Charges 11.18 7 Carlisle HMA, Inc. Carlisle Regional Medical Center - Medical Expense 202.94 2W46AH 2,000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 6.923.32 ReV.1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX ReTURN RESIDENT DECEDENT ESTATE OF McGe~ Neal.T SCHEDULE J BENEFICIARIES NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] McGee Carbon, Ann 880 Zermatt Drive Hummels town , PA 17036 1. 2 McGee, James L. 6408 Redwing Road Bethesda, Me 20817 I 3 McGee Sock, Marguerite R.R. 3, Box 198 Meshoppen, PA 18630 4 McGee, John C. 1632 Pine Creek Way Woodstock, GA 30188 5 McGee, Neal D. 460 FOxherry Cove Co11iervi11e, TN 38017 FILE NUMBER 21-2002 0~2 RELA llONSHIP TO DECEDENT 00 Not List Trustee(s) Daughter Son Daughter Son Son AMOUNT OR SHARE OF ESTATE 51,466.91 51,466.91 51,466.91 51,466.90 51,466.90 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 DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 2W46All,OOO TOTAL OF PART II. ENTER TOTAl NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ 0.00 Estate of: McGee, Neal J Schedule J Part 1 -- Beneficiaries Item No. Name and Address of Person(s) receiving property Relationship 6 McGee Walsh, Lucy 6 Railtree Terrace Westford, MA 01886 Daughter 7 McGee, Paul J~ 518 N. 25th Street Allentown, PA 18104 Son Page 2 21-2002-0520 Amount or Share of Estate 51,466.90 51,466.90 HEATH L AL.L.EN N. DAVID RAHAL. CHARL.ES W. RUBENDAL.L. II ROBERT L WEL.DON EUGENE E. PEPtNSKY, .JR. .JOHN H. ENOS III GARY E. FRENCH DONNA S. WEL.DON BRADFORD DORRANCE .JEFFR EY S. STOKES ROBERT R. CHURCH STEPHEN L.. GROSE R. SCOTT SHEARER WAYNE M. PECHT EL.YSE E. ROGERS . CRAIG A. L.ONGYEAR DONAL.D M. L.EWIS III BRIDGET M. WHITL.EY .JOHN A. FE1CHTEL. ANN McGEE CARBON ELIZABETH .J. GOL.DSTEIN BARBARA A. GAL.L. STEPHANIE KL.EINFEL.TER . KEEFER WOOD ALLEN & RAHAL. LLP 210 WALNUT STREET F' O. BOX 11963 HARRISBURG, PA 17108-1963 ESTABL.ISHED IN 1676 OF COUNSEL.: SAMUEL C. HARRY PHONE 17171 255-8000 WEST SHORE OFFICE: 415 F AL.L.OWF1EL.D ROAD CAMP HIL.L., PA 17011 (717) 612-5800 EIN No. 23-0716135 www.keeferwood.com WRITER'S CONTACT INFORMATION: (717) 255-8037 Fax: (717) 255-8003 E-mail: skleinfelter@keeferwood.com February 14, 2003 Cumberland County Courthouse Office of the Register of Wills One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Neal J. McGee Pennsylvania Inheritance Tax Return and Inventory File No. 2002-00520 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 1 By: ~ 1 _"._ \ 'I \~I.-'"' ,,\.1./, I'';!-''--- '\ I..)'. - i ,_ \.- t.. "-" v Stephanie Kleinfelter SK/kpf Enclosures cc: Ann McGee Carbon, Esq., Co-Executor ~ -- -~ ~ --- FIRST Q.L~D MAIL Keefer Wood & Allen Rahal, LLP ,\ITOII!liI:\S il t L,\ II 210 Walnut Street P.O. Box 11963 Harrisburg, PA 17108-1963 - --------------- TO: Cumberland County Courthouse Office of the Register of Wills One Courthouse Square Carlisle, PA 17013-3387 Register of Wills of Cumberland County, Pennsylvania Estate of Neal J. McGee INVENTORY No. 00520-2002 also known as , Deceased Date of Death Mav 15. 2002 Social Security No. 177-20-7847 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 Commonwealth of Pennsylvania except that which appears in a memorandum al the end of this inventory. IlWe verify that the statements made in this Inventory are true and correct IMle understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities Name of Attorney: Ann McGee Caron 1.0. No.: Personal Representative: Ann McGee Carbon and James L. McGee Address: Keefer Wood Allen & Rahal, LLP 210 Walnut Street P.O. Box 11963 Harrisburg, PA 17108 Telephone: 717-255-8059 Dated Description Value 1. 18 shares Johnson Controls Inc. 2. Allfirst Financial Center NA Checking Account No. 0010393846 3. Allfirst Financial Center NA Statement Savings No. 87005301672444 4. M&T Bank Corporation Checking Account No. 15310840 5. Cumberland Crossings Retirement Community - Refund Which will be Received When Cottage is Rented 6. Belvedere Medicai Corporation - Refund Overpayment of Medical Services 7. The Sentinel - Refund of Overpayment 8. Health Management Associates, Inc. - Refund 9. Conseco Senior Heaith Insurance Company - Long Term Care Payments 10. GE Capital Assurance - Long Term Care Payments 11. Estate of Roseanne B. McGee 12. Blue Mountain Anesthesia Assoc. - Refund of Medical Expense $ 1,636.83 3,898.69 22,956.97 3,935.11 70,182.50 66.14 10.50 64.00 4,784.25 1,782.50 47,182.77 15.51 (Attach Additional Sheets if necessary) Total: $156.515.77 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Form RW-7 (Cumberland County - Rev. 9/92) \.. /"}-6 ?- / BUREAU OF INOIVIOUAL TAXES INHERITANCE TAX DIVISION DEPT. 260601 HARRISBURG. PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR OISALLOWANCE OF OEOUCTIONS ANO ASSESSHENT OF TAX STEPHANIE KLEINFELTER KEEFER ETAL PO BOX 11963 HBG PA 17108 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-31-2003 MCGEE 05-15-2002 21 02-0520 CUMBERLAND 101 *' REV-1541 EX 4fP (Oi-U) NEAL AllIount Rellitted 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=i54TEx--,\jip--fiiFo31uNoYicniF-YN"HEifiTAifcn'A"inrpPRAYiiEi"-ENT~--Ai.iowAifcE-crR---------u_--m DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCGEE NEAL FILE NO. 21 02-0520 ACN 101 DATE 03-31-2003 TAX RETURN WAS: I X) ACCEPTED AS FILED ) CHANGED NOTE: IT an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reTlect Tigures that include the total OT ~ returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16] 17. Allount of Line 14 at Sibling rate (17) 18. AllIount of Line 14 taxable at Collateral/Class 8 rate (18] 19. Principal Tax Due .00 X 00 = .00 360,268.33 X 045 = 16,212.07 .00 X 12 = .00 .00 X 15 = .00 (19)= 16,212.07 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schedule GJ 8. Total Assets II) (2) (3) (4) (5) (6) (7) .00 1.636.83 .00 .00 154.878.94 .00 230,716.50 [B) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ 10. Debts/Mortgage Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule JJ 14. Net Value of Estate Subject to Tax (9) (10) 20,040.62 6.923.32 Ill] (12) (13) (14) NOTE: To insure proper credit to your account} submit the upper portion of this form with your tax payment. 387,232.27 76 96~ 94 360,268.33 .00 360,268.33 TAX CREDITS: I+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID [-I 08 15-2002 CDOO1530 810.60 16,148.88 TOTAL TAX CREDIT 16,959.48 BALANCE OF TAX DUE 747.41CR INTEREST AND PEN. .00 TOTAL DUE 747.41CR . IF PAID AFTER DATE INDICATED} SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT'" (CRJ} YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) \. /7-67- / BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-16U1 EX AFP (Ol-D~l ReCOi<1C: Re'd. STEPHANIE KLEINFELTER KEEFER ETAL PO BOX 11963 HBG "03 : PATE ESTATE OF DATE OF DEATH FILE NUMBER A10 :,fgUNTY ACN 04-28-2003 MCGEE 05-15-2002 21 02-0520 CUMBERLAND 101 NEAL MAY 16 Allount Remitted C,;;;;rf-, PA 171 Ol(;umbe"ci:iC MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account~ submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE-"=i6IWEx-AFP--[oFo:3Y------iiiE.-xiliiERii'ANc'CTAX--Si'XfEHifNT-oTACCOUNT-.-..ii--------------------- ESTATE OF MCGEE NEAL FILE NO.21 02-0520 ACN 101 DATE 04-28-2003 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE, SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE, DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 03-24-2003 PRINCIPAL TAX DUE: '" 16,212,07 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-15-2002 CDOO1530 810,60 16,148,88 04-07-2003 REFUND .00 747.41- TOTAL TAX CREDIT 16,212.07 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 PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J STATUS REPORT UNDER RULE 6.12 c/ OK Name of Decedent: ---1r e oJ! -:T. Iv1 (G-eY- Date of Death: ~~ 1<;, .;?OO;;z.. Will No.: dOO;2 - 05;;1 0 Admin. No.: :) {- 0 J. - 5':2 D 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 0. No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Y es ~ No 0 c. Copies of receipts, releases, joinders and approval offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~ 1, ;) 00'1 (}/f4J C1 k cJ:k ~ ~..---- -' Signature / I~ I] n ~1c (-, e.L (I{)J, bo V) Name ~~b Z.ufNLi+ Dr. 1.-\v(YI~+nru", Pf\ 11-o3Co Address --:;. ii-. 5'JO - qs- oj Telephone No. Capacity: ~ersonal Representative o Counsel for personal representative