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Home My WebLink About01-0459 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Mary Elizabeth McNair late of South Middleton Township, Cumberland County, Pennsylvania, Deceased. Social Security No. 192-30-1382 No. 21-01- ~5~ To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioners, who are 18 years of age or older and the executors named in the last will of the above decedent, dated July 12, 1990. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 11 0 Woodlawn Lane, Carlisle, Pennsylvania 17013. Decedent, then 84 years of age, died April 13, 2001, at Carlisle Hospital, Carlisle, Pennsylvania. 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 an incapacitated person: No exceptions. Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in P A (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 11 0 Woodlawn Lane, Carlisle, P A 17013 $ 20.000.00 $ $ $ 90.000.00 WHEREFORE, petitioners respectfully request the probate of the last will presented herewith and the grant of letters testamentary thereon. Signatures and Residences of Petitioners ~&- V i/d(Jw Alyc F. Heller 510 North Bedford Street Carlisle, P A 17013 0~J ~~~~ Samuel E. McNair 23 Pine Hill Avenue Mechanicsburg, P A 17050 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) ) 55: COUNTY OF CUMBERLAND ) The petitioners above-named swear or affrrm that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioners and that as personal representatives of the above decedent petitioners will well and truly administer the estate according to law. Il!frt~ ~ ~AlYce F. Heller { ~~~ t!. ?;rc.A-~ Samuel E. McNair Sworn to or affirmed and subscribed before me this 9TH day of ,2001 . , - _/l _ \ . No. 21-01- 459 Estate of Mary Elizabeth McNair, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MA Y 9 ,2001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated July 12, 1990, described therein be admitted to probate and filed of record as the last will of Mary Elizabeth McNair; and Letters Testamentary are hereby granted to Alyce F. Heller and Samuel E. McNair. FEES Probate, Letters, Etc. . ..$ 2'35 .00 Short Certificate(s) . . . . $ X-PAGES JCP Renunciation. . . . . . .. $ 15.00 12.00 5.00 Wayne F. Shade, Esquire 15712 ATTORNEY (Sup. Ct. I.D. No.) 53 West Pomfret Street Carlisle, Pennsylvania 17013 ADDRESS 717-243-0220 PHONE $ 267.00 $ TOTAL Filed. . . . MAY. 9.,. .2001 Called attorney on 5-9-2001. H 1 05.805 REV 9181> This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ""11"110'"",,,,.. \\","~\>.\.1" OF PEl----.. ~l$~4tJ).."\. f~_V ...;..... ..\~\ ~.:iI!"i . .,~. , \.".~ ~ ~r-==: ... .' -!:.~ ~ '-'\,ffi. " !J::.~ ~ * . ....,..h.~. ~ ,I * ~ "A ....... ..' """ * '-~, '. '. '. s:-l "'-~~ ~\\ ----~:!IMENl \\\ ~~,"'\'\ '''''''''''NNH/lJJI'''''' 2i'~JNl ~. ~~~\.. "r-. -~ Local Registrar . Fee for this certificate, $2.00 P 7248271 APR 1 6 2001 Date i10S.;43A~.2181 COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECOROS CERTIFICATE OF DEATH ~r . SEX STATE '....E NUMIER SOCIAl. SECURITY NUMBER .. F emaie '.192 - 30 2001 84 Y... Pl.AC€ OF DEATH (CN!c.kOf'ty I)f'4l: "'" ~JUCl>Of'l$ooathel ..,.,) HOSPITAl, lnplllillnl~ ~~O ~o COUNTY Of DEAfH Cumbeltiand Ie. DECEDENT'S USUAl occumK:>H {~wortI~~:o~::~::r Laboltelt .... Cify~. ... I Approximate lir'Ufwll~n : or.t and dHIh : I ;h.Ct"-'-L.. PART H: 0tNr ~COf'ICItjONconrrIluttnQlOdtath,bul noct'MUllinQinttMIl.IfIdIItf'tIna~~inPf.RTl. CorC(t6.ry a.-fcry ,)is.<:c,s ( [ : L WEAE AUlOPSY FINOINGS """"""-EPf\lOll1O COMPlETlON OF CAUSE OF 0ERH1 ........ ~ o o DATE OF INJURY lMortIh. Day. '!'earl TIME OF INJURY fNJuAY J(I WORK? 0E.SCRl8E tON INJURY OCCURAEO. MANNER OF DEATH Coutd nof blI del.rmlned o o o ~CEOFII<LJUFlY'Alhome,,.'~~~e.I.lactOfY.Offic. M. buifding...e.lSpec:lIv) ..., _ 0 ...0 HomiCidII Y.. 0 ...0 - ....... PeiMMg tnYestlgaUon ~. ~b>-&..~ \;4 I Id.! \ to I .-' ... Db. CERTWlEA cC>.ck only one) -CERTlf'YtNG PHYSICIAN (Phy5Q8f\ eP.r!ltylng cause d death"""'8fI anolh8f prIvscoa/'t has pronounced dealh a/'lO completed tlem 231 To 1M best of m, 1tI'loWied9t. death occuned due to the cauu(l) and maC\Mt .. .tatefl. . . . . . . . . . . . . . . . . . . . 29. -PAOHOUNCINC AND CEATlfYlNG PHYSICIAN fPhyslc:en bolh ;:lfonouncll'Q aealh and c:f)(bfvInq to cau.'M ol dea"" To Ihe tMst of my kno_lltdg_. .alhoceUf',," at the lime, date. and ptac., and due to the caUM(s) and mann.r as staled., 'MEDICAL EXAMINER/CORONER On the b..I. of e..minatlon ,ndlor Investigation, In my opinion, duth occurred etlhe lime. dete, and plaee, and due to the eause(l) and manner a. ,tated" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . ., ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3t.. AEGISTFlAFI'S SIGNATURE ANO o ,., LAST WILL AND TESTAMENT I, MARY ELIZABETH McNAIR, of the Township of South Middleton, County of Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my personal representative or representatives, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath any residential dwelling I may own at my date of death together with the land upon it is erected and the tangible personal property contained therein at my date of death unto my daughter, ALYCE F. HELLER, absolutely and in fee simple, if she survives me. THIRD. For the purposes of this my Last Will and Testament, a person shall not be deemed to have survived me unless he or she shall have survived me by more than ninety (90) days. FOURTH. All the rest, residue and remainder of my Estate, personal and mixed, whatsoever and wheresoever situate, I devise and bequeath unto such of my nine children exclusive ~ of the aforesaid ALYCE F. HELLER, who shall survive me, absolutely and in fee simple, in equal shares. If I do not own a residential dwelling at my date of death, then and in that event, I give, devise and bequeath the said residue of my Estate unto WAYNE F. SHADE Attorney at Lllw 5 South Hanover Street Carlille. Pennlylvan.a 17013 such of my ten children, including the aforesaid ALYCE F. HELLER, who shall survive me, absolutely and in fee simple, in equal shares. FIFTH. If any beneficiary under this my Last Will and Testament shall in any manner, directly or indirectly, contest or attack this my Last Will and Testament or any of its provisions, any share or interest in my Estate given to that contesting beneficiary herein is hereby revoked and shall be distributed in the same manner provided herein as if that contesting beneficiary had predeceased me without issue. ~ \} ~ SIXTH. In the event that I should, by reason of physical or mental disability, become unable to take part in decisions for my own future by virtue of what is commonly known as "brain death", I order and direct that, where there is no reasonable expectation of my recovery from physical disability, I be permitted to die ~ and that I not be kept alive by artificial means, including nutrition or hydration by intubation. It is my express desire that I not be permitted to suffer the indignities of deterioration, dependence and hopeless pain and that, therefore, dication be mercifully administered to me only to alleviate my suffering, even though this may hasten the moment of death. SEVENTH. I order and direct that any estate, inheritance or similar tax due as a result of my death with respect to any property passing as a result of my death, shall be paid from the residue of my Estate prior to distribution as an expense of administration and that no part of the taxes should be pro-rated WAYNE F. SHADE -2- Attorney at Law 5 South Hanover Street Carlisle. Pennaylvan.a 17()13 WAYNE F. SHADE Attorney at Law 5 South Hanover Street Carlille, Pennlylvania 17013 or apportioned among the persons or beneficiaries receiving the taxable property. My personal representative shall have full power and authority to pay, compromise or settle any such taxes at anytime whether with respect to present or future interests. EIGHTH. Any and all decisions, determinations or actions made or taken by a personal representative or Trustee hereunder, if made in good faith, shall be final and conclusive on all persons who are or may become interested in my Estate. No fiduciary acting under this my Last Will and Testament shall be liable for any error in judgment or for any depreciation or J ~ ~ reduction in value of any Estate or Trust assets at anytime, in the absence of willful default. LASTLY. I nominate, constitute and appoint my son and daughter, SAMUEL E. McNAIR and ALYCE F. HELLER, as Co-Executors of this my Last will and Testament. If, for any reason, either them should fail to qualify as such or cease so to serve, then and in that event, I order and direct that the other shall act lone as such Executor or Executrix. If, for any reason, both of them should fail to qualify as such Executor or Executrix or cease so to serve, then and in that event, I nominate, constitute and appoint my son, STEVEN C. McNAIR, to be the Executor hereof, all to serve without bond. IN WITNESS WHEREOF, I, MARY ELIZABETH McNAIR, have hereunto set my hand and seal to this, my Last Will and Testament which consists of five (5) typewritten pages to each of which I have affixed my signature this 12th day of July , A.D. -3- WAYNE F. SHADE Attorney at Law 5 South Hanover Street Carli.le, Penn.ylvan.a 1701 S One Thousand Nine Hundred Ninety (1990). ~~~~J1tqf~(SEAL) Mary E izab h McNair The preceding instrument, consisting of this and four (4) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by MARY ELIZABETH McNAIR, the Testatrix, therein named, as her Last Will and Testament, 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 hereto. f(jr-F~ if;j-,,- II~ \ Acknowledgment COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND I, MARY ELIZABETH McNAIR, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by MARY ELIZABETH McNAIR this 12th day of July , 1990. Mary Elizabeth McNair Notarial Seal Connie J. Tritt, Notary Public Cartisle, Cumberland County My Commission Expires Oct. 5, 1992__.. ~, ~:f~ Notary Pub ic -4- I~ f\ ~ i WAYNE F. SHADE Attorney at Law 5 South Hanover Street Carlisle, Pumsylvania 11011 Affidavit COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND We, Wayne F. Shade and Krista King , the witnesses whose names are signed hereto, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each sUbscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; 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. Sworn to or affirmed and by Wayne F. Shade and this 12th day of July me , witnesses, Nolarial Seal Connie J. Tritt, Notary Public CaHisle, Cumberland County My Commission Expires Oct. 5, 1992 ~ -5- WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle. Pennsylvania 17013 E CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Mary Elizabeth McNair Date of Death: April 13, 2001 No. 21-01-459 To the Register of Wills: I hereby certify that notice of beneficial interest as required by Rule 5.6(a) of the Orphans' Court Rules was served upon or mailed to the following beneficiaries of the above-captioned Estate on May 14, 2001: Ms. Almeda Peterson 200 Norman Road Camp Hill, Pennsylvania 17011 Ms. Kathryn Smith R.R. #2, Box 255-D Newport, Pennsylvania 17074 Mr. Samuel E. McNair 23 Pine Hill Road Mechanicsburg, Pennsylvania 17050 Mr. William K. McNair, Jr. 210 Shughart Avenue Boiling Springs, Pennsylvania 17007 Ms. Josephine Cline 229 Coon Road Gardners, Pennsylvania 17324 Ms. Alyce F. Heller 11 0 Woodlawn Lane Carlisle, Pennsylvania 17013 Mr. Lee R. McNair 1005 Petersburg Road Boiling Springs, Pennsylvania 17007 WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 Ms. Mary Ellen Keller 7 Tanger Road Boiling Springs, Pennsylvania 17007 Mr. Steven McNair 906 Thornton Drive Mechanicsburg, Pennsylvania 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: May 14, 2001 ~~~ Wayne . Shade, Esquire 53 West Pomfret Street Carlisle, Pennsylvania 17013 Telephone: 717-243-0220 Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96J RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHADE WAYNE F 53 WEST POMFRET ST CARLISLE, PA 17013 -.------ fold ESTATE INFORMATION: SSN: 192-30-1382 FILE NUMBER: 21-2001- 0459 DECEDENT NAME: MCNAIR MARY ELIZABETH DATE OF PAYMENT: 07/10/2001 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 04/13/2001 NO. CD 000033 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $12,500.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: WAYNE F SHADE ESQUIRE CHECK# 2847 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $12,500.00 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHADE WAYNE F 53 WEST POMFRET ST CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 192-30-1382 FILE NUMBER: 21-2001- 0459 DECEDENT NAME: MCNAIR MARY ELIZABETH DATE OF PAYMENT: 11/21/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/13/2001 NO. CD 000548 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $95.14 I I I I I I I I TOTAL AMOUNT PAID: $95.14 REMARKS: WAYNE F SHADE ESQUIRE CHECK#1079 SEAL INITIALS: VZ RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGIS'IER OF WILLS * COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT c OFFICIAL USE ONLY i (p -2.,}.q - / I FILE NUMBER 2 -0 1 4 5 9 ""'OOliNTYCOOE ---VEAR- - - NUMBER-- I- Z W C W <.J W C DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) McNair Ma Elizabeth DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM.-DD-Year) SOCIAL SECURITY NUMBER 192-30-1382 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER w .. ::i:::!5t1) u"" w..u ",00 ....... ~"al .. < 04/13/2001 09/17/1916 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [X] 1. Original Return D 4, limited Estate [Xl 6. Decedent Died Testate (Attach COllY of Will) o 9. litigation Proceeds Received o 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-3t-91 and 1-1-95) D 3. Remainder Return {dateoldeath pJiorto 12-13-a2) D 5. Federal Estate Tax Return Required L 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Wa ne F. Shade Es uire 53 West Pomfret Street FIRM NAME (If Applicable) z o 5 ::::I l- ii: <C <.J W D:: z o ~ I- ::::I Do :!! o <.J S .. z w c z o .. III W .. .. o u TELEPHONE NUMBER 717-243-0220 Carlisle 120,130.00 7,914.48 i PA 17013 OFFICIAL USE ONLY 1. Real Estate (Scfledule A) 2. Stocks and Bonds (Scfledule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly OWned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non*Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Deceden~ Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (1) (2) (3) (4) (5) (6) (7) (9) (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rafe, or transfers under Sec. 9116 (a)(1.2) 19. Tax Due X _(15) 294,511.88 X _045 (16) X .12 (17) X .15 (18) (19) PQ 82;lf7l1:27 0"' "'~ (li 4~J9i.14 d - ::I:l ::I:lm (1" () ';,r::~ Q ::<;, l',,~'; tp -;';'-, f5 "'" N 16. Amount of Line 14 taxable at lineal rate 10 !~438.84 -0 N (8) --0 ( ) ", L...:. 20,338.05 w 1,699.80 17. Amount of Line 14 taxable at sibling rate Vl,_, 316,549.73 - 18. Amount of Line 14 taxable at collateral rate (11) (12) (13) 22,037,85 294,511.88 20 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < (14) 294,511.88 13,253.03 13,253.03 o d . C ece ents omplete Address: . STREET ADDRESS 110 Woodlawn Lane CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 13,253.03 12.500.00 657.89 Total Credits (A + 8 + C) (2) 13,157.89 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty (0 + E) (3) 4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greaterthan Line 2, enterthe difference. This is the TAX OUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILL$, AGENT 0.00 95.14 95.14 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .................................................. ........................ 0 00 b. retain the right to designate who shall use the property transferred or its income; ................... .................... 0 00 c. retain a reversionary interest; or ..... ............................ .............................................. .............. D 00 d. receive the promise for life of either payments, benefits or care? .. ............... ............. .....0 00 2. If death occurred after December 12,1982, did decedent transfer property within one year ot death without receiving adequate consideration?... ..................... ............. .. [K] 0 3. Did decedent own an 'in trust for' or payable upon death bank account orsecurity at his or her death? . .. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .......................................................... .......................... ................. 00 0 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 pe~ury, I declare thai I have examined this return, including accompanying schedules and statements, and 10 the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN E OF ~ ESP SIBLE FOR FILING RETURN 110 Woodlawn Lane Carlisle SIGNAT~PREPARER h: ADDRESS West Pomrret Street Carlisle (;E {/ dor PA PA 17013 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 orforthe use of the surviving spouse is 3% [72 P.S. ~9116 (aJ (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the nef value of transfers to orlor the use of the surviving spouse is 0% [72 P.S. ~9116 (aJ (1.1) (Ii)). The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 01 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. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or tor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(aJ(I)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(aJ(I.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ''':~'''.''"'''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE A REAL ESTATE ESTATE OF FilE NUMBER McNair Marv Elizabeth 21 01 459 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is Jolntly-owned with right of survivorshin must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION House and lot of ground situate in South Middleton Township, Cumberland County, Pennsylvania, known and numbered as 110 Woodlawn Lane, Carlisle, Pennsylvania, more particularly bounded and described in Cumberland County Deed Book "U", Volume 31, Page 530. VALUE AT DATE OF DEATH 120,130.00 TOTAl (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 120 130,00 Form View - public tax file 3-I-01.fp5 Page I of I Form View public tax file 3-1-01.fp5 Home HelD ~ Table View Viewing: 1 of 1 Olstr1ct.Number 40 ParceUdentifler 40-24-0758-070 Map_Suffix_Number 003807 House_Number 110 Street WOODLAWN LANE Owner_Name_1 MCNAIR, MARY E Owner_Name_2 Llind_Use_Code R Property_Description Living_Area 1305 Current_Land_ Value 25720 CUl'l'ent.Jmprovemenl.. Value 94410 Current_ Tote'- Value 120130 Current_PrelerrecCValue Acreage .37 CI..nGreen_8t8tus Tauble_ocExempt 1 hie_Amount 66000 Sale_Month 04 Sale_Day 01 Sale_Century 19 S.18_ Year 86 .../FMPro?-db=public%20tax%20file%203-I-O l.fp5&-op=bw&House%5fNumber= II O&-op=bw~51910 I R~:~EX'["71'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN T NT SCHEDULE B STOCKS & BONDS ESTATE OF McNair Mary Elizabeth All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21 01 459 ITEM NUMBER 1. DESCRIPTION 118 shares PNC Financial Corp, common stock 2, I share Agway, Inc, common stock 3, 100 shares Providers Benefit Company common stock. After reasonable investigation, the Estate is unable to even locate Providers Benefit Company or any of its successors, therefore, the stock is reported in memorandum form at no value, VALUE AT DATE OF DEATH 7,889.48 25,00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 7914.48 UM/la/Ul THU 11:39 FAX 315 449 7451 AGWAY IilJOO1 () Q Ii CIl co g, n -0 0 ~-g = " ,.-,.-"1l "- CD "'- ,BrEit !!l.Q1 " " ~ I .. ~ s- ot. -< !!!.!!.. g !!!. ;l> - ~ <> i ~~~ 0 "0 .. :I> 3 llz a \~ " l""""r-":;3 " 3 '" Cil .. '" '" [ f.l ~-l" " If 3 (5 - ~ III 0 m CD N i - m ~ '" 0 " .. NCIl '" ;:!. -co'" " .. \I .. tli ~ .!!!. ~ Gl 1Gl;C ..% 0 ()~ ~ ~ J,." j '" '- ..-" .. 3. g I:>) '" -i~O '" ~'" 0" '" N ~~ '" g !!l 0 0 .. .... 5" 8 .. 5l => ..... .!DO 3 ~ " 0 ~ ll: w 8- " w " iii <" ~Di s: 0 In $ .. ~ ;:0;; ii .... Ii 0 :e n - i: -";> Z ::. c n ~S" III I ~ ~ (') (') =;. z " ~ '" .. 3 , In ii" ft n :;' c- o " :;: co '" a ii " 0 ,.. III N ::I. 0 ~ !a '<! III Cl ::> i: !!l "' ~ c. ~ ~ ~ " .. ir ~ z I~ i J- ill' .. !!. z - .. ... '< ~ !!l, ~ .... > 1Il 1 I Ii-<:l: ~ or. I '< ~ ;:nz i ttJ ~ lae.g .. "tI Gl g; n .. ;; D ~ C '" &. ~ ill !II .. :I. m ~ Ii ... ~ i ~ - -" - 0 ~ ii" ~ i " !:: .. "II Ill" ~ ~ '" ~ ~ .... ,., lD '::I " ... '< Ii It 'f ~ ... I 0 .. ;1 ::I" ~ tll ~ .. ... N g, ttJ '" 0 8 8 0 ... 1 <> <> ~ QI , , z I ~ 3 ... ~;!Il 'fJ i 5' iiI ;j~Q. II: ~ s- o '" f r] II i e: ! i.~(I).. S' p"l')a~Q. '" Ii ;;- ~~~..~' ~ If. ." ~ ~ iiI a. 9!. [1 ir~~ i ",3 lr !: ~ ~ CD "tI ;;:" ,,' ~ i ;>, ni: fIl:;-~t ;> ~ z" ~ D D or &J ~ VI "'ill !+ ~.z I ~ 'll )0 l ..., III ~Q~"i en c...Mi- .g -l .... =a '" :z a; ~ Ii -ill" ii~r " ~ m z ~[h 0 '" ~ ~ ~ ... ].u~ '" -" ~ ~ (i; .'" i''lt ::. '" ~ Q) :;tJ .. .w 0 ~ co .. 0 8 to> -0 -" <> I! c 0 ~ <> .... ;+ <> l 'II< ~ <> ~ <> ~ <> <> '" ~ ~ RfV.'~'EX.II''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER McNair Marv Elizabeth 21 01 459 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of sUlVivorshlp must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Life & Health of America, medical expense reimbursement VALUE AT DATE OF DEATH 377.50 2. Samuel E. McNair, proceeds of sale of 1988 Oldsmobile automobile 2,000.00 3. Prudential Mutual Fund Services, L.L.c., Account #0056-03900035988 77,297.25 4. Life & Health of America, return of unearned premium 177.86 5. Household contents 2,631.00 6. Penn National Insurance, return of unearned premium 64.00 7. Department of Revenue, property tax rebate 326.66 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 82 874.27 t$ Prudential Prudential Mutuar Fund Services LLC A DiY'ision of The Prudenliallneursnoe Compsny of America P.O. BOId5005, New Brunswiok, NJ08900 Tel.{OOO) 22S-1852 May 23, 2001 Mary E. McNair 11 0 Woodlawn Lane Carlisle, PA 17013 Dear Ms. McNair: I am writing to provide you with the value of your account. The acoountvalue is based en the price per share as of ApliJ 12, 2001. Account Number Shares Price Value 0056-03900035988 7,548.560 10.24 $ 77,297.25 Total Account Balance $ 77,297.25 The account balance is determined by nmltiplyiug the total number of shares in the account by the Net Asset Value (price per share of the fund). Please keep in mind that the Net Asset Value of the fund fluctuates on a daily basis and therd'ore. the aCC<RInt value will also fluctuate daily. We trust that tlili information has been helpful. Should you have any questions regarding these accounts, please feel free to write us at the shove address or contact our Custc:rner Service Division 1-800-225-1852. Sincerely, Todd Lear Registered Representative ReglSW8d Rep'lBllFlZa1Ive PI'lHlllnflalln....,.entMM~ent SlrvloesU..C It Subsidiary d ;:trudrial 751 Broad SIr_. Newark: N_Jen5ey 07H12-3172 ToIl_ (1m) 8J2-S82A. B~~ ROWE:~~~~~t 08 - AU 2276L R. D. 4, Box 353 · Carlisle, P A 249-2671 249-1978 Auction Is Action Call "ROWE"For Satisfaction June 6, 2001 TO: Wayne Shade Attorney 53 W. Pomfret Street Carlisle, Pa. 17013 FOR: Alyce Heller Samuel McNair Executors FROM: Benny E. Rowe Auctioneer/Appraiser 2505 Ritner Highway Carlisle,Pa. 17013 REF: Mary Elizabeth McNair Estate, 110 Woodlawn Lane, Carlisle, Personal property Appraisal at current Auction market value. PAGE 2 GARAGE Freezer Grill Cabinet Kerosene Heater Microwave Stand $ 65.00 15.00 5.00 12.00 5.00 BASEMENT Side Cabinet Misc. Household Shop vac G E Washer & Dryer Christmas Decorations Holiday & Seasonal Misc. Glassware Fan T V 4 Pc. Living Room suite Misc. Household Kerosene Heater Small Electrical Appliances Sewing 12.00 48.00 10.00 90.00 18.00 15.00 22.00 5.00 N/V 85.00 18.00 10.00 12.00 20.00 KITCHEN Pots & Pans Glass/China Flatware Oak Table / 6 Chairs Microwave Knick Knacks Collectibles & Decorators 2 Piece Hutch WAlnut Corner Cupboard Silverware Pictures & Prints 32.00 45.00 8.00 125.00 15.00 12.00 20.00 75.00 850.00 18.00 10.00 PAGE 3 BEDROOMS Sewing Machine Sewing Stand Plank Chair Misc. Oak China Cabinet Antique Glassware Towels & bedding 4 Piece Bedroom Suite Eastlake Rocker Reclining Chair Storage Chest Childs Chair Table & Floor Lights Costume Jewelry T V Decorators & accessories $ 5.00 15.00 8.00 10.00 165.00 42.00 8.00 70.00 12.00 15.00 12.00 5.00 8.00 40.00 30.00 20.00 LIVING ROOM 2 Pc. Living Room Suite 2 Platform Recliners 3 Pc. Coffee & End tables 3 Tier Mahogany Stand Console T V VCR 3 Table Lamps Lamp Stand Eteage Drop Leaf Table Knick Knacks Decorators & Accessories Fish tank/Aquarium Pictures/Prints 65.00 20.00 25.00 45.00 60.00 20.00 10.00 8.00 65.00 120.00 15.00 18.00 30.00 8.00 TOTAL $2631.00 '..?:::. ' "i..~~~. ~ Benny E. Rowe REV.'509EX'I""!* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL Y.OWNED PROPERTY ESTATE OF McNair Marv Elizabeth If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. FILE NUMBER 21 01 459 SURVIVING JOINT TENANT{S) NAME RELATIONSHIP TO DECEDENT ADDRESS A. Alyce F. Heller B c 110 Woodlawn Lane Carlisle, P A 17013 Daughter JOINTLY.OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %0' DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account flumber Of similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deedforjoinlly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 9/3/98 PNC Bank, Checking Account No. 5140187703 689.41 50. 344.71 2. A 9/3/98 PNC Bank, Savings Account No. 5130330633 7,694.86 50. 3,847.43 TOTAL (Also enter on line 6, Recapitulation) $ 4192.14 (If more space is needed, insert additional sheets of the same size) JUL-30-2001 16:36 PNCBANK CIF DEPARTMENT QPNCBAN< July 30, 2001 Wayne Shade, Attorney At Law 53 W. Pomfret St Carlisle PA 17013 RE: Estate of Mary E Mcnair, Deceased SSN: 192-30-1382 DOD: 04/13/2001 Dear Mr. Shade: Please find the date of death balances you have requested listed below. CHECKING ACCOUNTS #5003249285 MARY E MCNAIR ALYCE F HELLER DOD Balance: $ 5,000.00 + $0.00 accrued interest Interest Paid 01/01/01-04/13/01-$0.00 #5140187703 MARY E MCNAIR ALYCE HELLER DOD Balance: $689.41 + $0.00 accrued interest Interest Paid 01101101-04/13/01-$0.00 Page 1 of2 ^ member of The PNC Finondol St",i<es Group One PNC Pla2; 249 Fifth AV'=Flue PittsblJn:j'" Per'1r1sylvania 1 &222 2707 412 705 0057 P.01/02 Established 04/11/2001 Established 09/03/1998 JUL-~~-~~~l Ib:~b PNCBANK ClF DEPARTMENT 412 705 0057 P.02/02 Q PNCBAN< SAVINGS ACCOUNT #5130330633 Established 09/03/1998 MARY.E MCNAIR ALYCE HELLER DDD Balance: $ 7,673.63 + $21.23 accrued interest Interest Paid 01101101.04113/01-$432.00 Our office only provides date of death balances for IRA's, CD's, Checking and Saviilgs accounts. We do NO Financial Transactions or Statement Orden. For Farther information please call1-800-4-BANKER or your local PNC Branch and ask to speak with a Finandal Services Representative. Sincerely, ~)~AJ~ Marian Donnelly 1-800.762-1775 Page 2 of2 A membtT of The PNC Financial Scrviees Group Onl' PNC PI~2:a '249 fifth A"tnuE: Pittsburgh Pennsylvania 15212 2707 TOTAL P. 02 ,ev,'''"''.''''J* COMMONWEALTH OF PENNSYLVANIA !NHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY ESTATE OF McNair Marv Elizabeth 459 FILE NUMBER 21 01 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM I~CLlfDETHENAMEOFTHETRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IFAPF1.ICABlE) 1, The Prudential Insurance Company of America, Annuity Contract 39,430.58 100. 39,430.58 #A20130n 2. PNC Bank, Checking Account No. 5003249285 5,000.00 100. 3,000.00 2,000.00 3. Glenbrook Life and Annuity Company, Annuity Contract No. 60,008.26 100. 60,008.26 GA0682704 TOTAL (Also enteron line 7, Recapitulation) $ 101 438.84 (If more space is needed, insert additional sheets of the same size) QPNCBAN< July 30, 2001 Wayne Shade, Attorney At Law 53 W. Pom!ret St Carlisle PA 17013 RE: Estate of Mary E Mcnair, Deceased SSN: 192-30-1382 DOD: 04/13/2001 Dear Mr. Shade: ~~c r~~ ~~~r ~.~l/~d Please find the date of death balances you have requested listed below. CHECKING ACCOUNTS #5003249285 MARY E MCNAIR ALYCE F HELLER DOD Balance: $ 5,000.00 + $0.00 accrued interest Interest Paid 01/0 I/O 1-04/13/0 1-$0.00 #5140187703 MARYEMCNAlR ALYCE HELLER DOD Balance: $689.41 + $0.00 accrued interest Interest Paid 0 I/O I/O 1-04/13/01-$0.00 Page 1 of2 A membtr of The PNC Fin.nd.1 Servi<<s Group One PNC Plaza 249 Fifth Avt'out PittsbCJrr:lh Penns.ylvania 1 &222 2707 Established 04/111200 1 Established 09/03/1998 f\.l.J.l.J.JlrUl:. ilt:l:),j Y.UU~/U()~ Glenbmok Life tuJd Afl.nuity CO/Hpany P.O. Box 94212 Palfl/ine, IL 60094-42/2 GLENBROOK LIFE A Jol-mw of AlIstttte Fi1l4ncial Group September 24, 200 I Mr. Wayne F. Shade 53 West Pomfret St. Carlisle, Pennsylvania 17013 Re: Contract Number: McNair, Mary GA0682704 Dear Mr. Shade: Please note we only recently received this request. We have been requested to complete Internal Revenue Service (IRS) Fon>> 712 with regard to the merencOOcontract. The purpose of Fonn 712 is to provide an elItate or donor with the value of a life in.SUTance contract or with its prOCeeds as of certain date (usually the owner's date of death or dale of Inmsfer of the contract). The contract referenced was an ammity contract, which is not reportable on IRS for m 712. The following informati.on is provided regarding the value of the annuity and other data as of the date specified: Date ofDeath: April 13, 2001 Annuity Value as of Date ofDeat1J; $60,008.26 Cost Basis: $ 60,000.00 .The actual amount paid may differ due to Market Value Adjus1roents and/or llJl.Y applicable Surrender Charges. If you have any questions, Of need further as&istBnce, please cootaot me at 1 -877499-64 I 8, extension .. Sincerely, Catherine Oliver Life and Annuity Claims Overnight Address: 300 North Milwaukee Avenue, Vernon Hills, rr~ 60015J Toll Free Fax: 1-866-6354523 PIC BROKERAGE CORPORATION 2 EAST MAIN STREET MECHANICSBURG, PENNSYLV ANIA 170~5 PI"... 717 6914003 Fax7l76914051 Thursday, August 23, 2001 Wayne F. Shade Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 Subject: Estate of Mary Elizabeth McNair Account No. 61154-4662 Dear Sir, The value of Mrs. McNair's annuity on April 13, 2001 was $60,008.26. I only have the names of the nine beneficiaries; they are as follow: Almeda Peterson William K McNair Alyce Heller Marry Ellen Keller Samuel McNair Katherine Smith Josephine Claire Lee McNair Steven McNair ': This money has already been dispersed to the above people. The annuity company paid by check. Sincerely, (7d~ Charles Little CLJdp REV:"''''''''''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER McNair Marv Elizabeth Debts of decedent must be reported on Schedule I. 21 01 459 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Gibson-Hollinger Funeral Home, Inc. 6,608.40 2. Gibson-Hollinger Funeral Home, Inc., grave opening 400.00 3. Karns Foods, funeral food 94.85 4. Cumberland County Fann Women Group #13, food service 50.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 2. Name of Personal Representative (s) Alyce F. Heller 3,000.00 Social Security Number(s) I EIN Number of Personal Representative(s) Street Address 110 Woodlawn Lane City Carlisle State PA Zip 17013 Year(s) Commission Paid: 2002 2. Attorney Fees Wayne F. Shade, Esquire 6,000.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills of Cumberland County 267.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. Cumberland Law Journal, advertise Letters Testamentary 75.00 8. GPU Energy, electric service 275.39 9. Sprint, telephone service 1]7.58 ]0. Rowe's Auction Service, appraisal 85.00 II. The Sentinel, advertise Letters Testamentary 93.83 ]2. Register of Wills, Short Certificate 6.00 13. Register of Wills, filing Inheritance Tax Return 15.00 14. Register of Wills, reserve for filing Account, etc. 250.00 TOTAL (Also enter on line 9, Recapitulation) $ 20338.05 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent McNair, Mary Elizabeth 21 01 459 PaQe 1 Schedule H - Funeral Expenses & Administrative Costs - 81 ITEM NUMBER DESCRiPTION AMOUNT B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 2. Name of Personal Representative (5) Samuel E. McNair 3,000.00 Social Security Numbe~s) I EIN Number of Personal Representative(s) 209-28-9853 Street Address 23 Pine Hill Avenue City Mechanicsburg State PA Zip 17050 Year(s) Commission Paid: 2002 SUBTOTAL SCHEDULE H.B1 3,000.00 ""'''''".,,.;'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF McNair Marv Elizabeth Include unrelmbursed medical expenses. ITEM NUMBER FilE NUMBER 21 01 459 DESCRIPTION 1. Penn National Insurance, automobile insurance premium 2. Cresscare Medical, unreimbursed medical expense 3. South Middleton Township Municipal Authority, water and sewer 4. Life and Health Insurance Co., insurance premium 5. Robert Cairns, real estate tax 6. Life and Health Insurance Co., insurance premium 7. Christie Heller, personal care 8. Dennis McLaughlin, painting 9. Beverly Haulman, personal care 10. PNC Bank, check printing AMOUNT 114.00 25.00 103.20 88.93 239.75 88.93 270.00 675.00 80.00 14.99 TOTAL (Also enteron line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) I 699.80 REV.,513EX'{,* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER . . '~n' ?1 n1 ""Q RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] 1. Alyce F. Heller Daughter Residence and contents 110 Woodlawn Lane Carlisle, PA 17013 2. Samuel E. McNair Son 1/8 of residue 23 Pine Hill Road Mechanicsburg, PAl 7050 3. Almeda Peterson Daughter 1/8 of residue 200 Norman Road Camp Hill, PA 17011 4. Kathryn Smith Daughter 1/8 of residue R.R. #2, Box 255-D Newport, PA 17074 5. William K. McNair, Jr. Son 1/8 of residue 210 Shughart Avenue Boiling Springs, P A 17007 6. Josephine Cline Daughter 1/8 of residue 229 Coon Road Gardners, PAl 7324 7. Lee R. McNair Son 1/8 of residue 1005 Petersburg Road Boiling Springs, P A 17007 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. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-I500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent McNair, Mary Elizabeth 21 01 459 PaQe2 Schedule J - Beneficiaries - 1 RELATIONSHIP TO OECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Liot Truotee(o) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 8. Mary Ellen Keller Daughter 1/8 of residue 7 Tanger Road Boiling Springs, P A 17007 9. Steven McNair Son 1/8 of residue 906 Thornton Drive Mechanicsburg, P A 17055 LAST WILL AND TESTAMENT I, MARY ELIZABETH McNAIR, of the Township of South Middleton, County of Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby reVOking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral , expenses be paid by my personal representative or representatives, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath any residential dwelling I may own at my date of death together with the land upon it is erected and the tangible personal property contained therein at my date of death unto my daughter, ALYCE F. HELLER, absolutely and in fee simple, if she survives me. THIRD. For the purposes of this my Last Will and Testament, person shall not be deemed to have survived me unless he or she shall have survived me by more than ninety (90) days. FOURTH. All the rest, residue and remainder of my Estate, personal and mixed, whatsoever and wheresoever situate, I devise and bequeath unto such of my nine children exclusive ~ of the aforesaid ALYCE F. HELLER, who shall survive me, absolutely and in fee simple, in equal shares. If I do not own a residential dwelling at my date of death, then and in that event, I give, devise and bequeath the said residue of my Estate unto WAYNE F. SHADE Attorney at ww 5 South Hanover Street srlllle, Pennlylvanj.a 17013 i WAYNE F. SHA.DE Attorney at Law South Hanover Street .lllle. Penn.ylvan~a 17013 such of my ten children, including the aforesaid ALYCE F. HELLER, who shall survive me, absolutely and in fee simple, in equal shares. FIFTH. If any beneficiary under this my Last Will and Testament shall in any manner, directly or indirectly, contest or attack this my Last will and Testament or any of its provisions, any share or interest in my Estate given to that contesting beneficiary herein is hereby revoked and shall be distributed in , the same manner provided herein as if that contesting beneficiary had predeceased me without issue. ~ \) ~ SIXTH. In the event that I should, by reason of physical or mental disability, become unable to take part in decisions for my own future by virtue of what is commonly known as "brain death", I order and direct that, where there is no reasonable expectation of my recovery from physical disability, I be permitted to die and that I not be kept alive by artificial means, including nutrition or hydration by intubation. It is my express desire that I not be permitted to suffer the indignities of deterioration, dependence and hopeless pain and that, therefore, dication be mercifully administered to me only to alleviate my suffering, even though this may hasten the moment of death. SEVENTH. I order and direct that any estate, inheritance or similar tax due as a result of my death with respect to any property passing as a result of my death, shall be paid from the residue of my Estate prior to distribution as an expense of administration and that no part of the taxes should be pro-rated -2- or apportioned among the persons or beneficiaries receiving the taxable property. My personal representative shall have full power and authority to pay, compromise or settle any such taxes at anytime whether with respect to present or future interests. EIGHTH. Any and all decisions, determinations or actions made or taken by a personal representative or Trustee hereunder, if made in good faith, shall be final and conclusive on all persons who are or may become interested in my Estate. No fiduciary acting under this my Last Will and Testament shall be liable for any error in judgment or for any depreciation or J ~ reduction in value of any Estate or Trust assets at anytime, in the absence of willful default. LASTLY. I nominate, constitute and appoint my son and daughter, SAMUEL E. McNAIR and ALYCE F. HELLER, as Co-Executors this my Last will and Testament. If, for any reason, either them should fail to qualify as such or cease so to serve, then and in that event, I order and direct that the other shall act lone as such Executor or Executrix. If, for any reason, both of them should fail to qualify as such Executor or Executrix or cease so to serve, then and in that event, I nominate, constitute and appoint my son, STEVEN C. McNAIR, to be the Executor hereof, all to serve without bond. IN WITNESS WHEREOF, I, MARY ELIZABETH McNAIR, have hereunto set my hand and seal to this, my Last Will and Testament which consists of five (5) typewritten pages to each of which I have affixed my signature this 12th day of July , A.D. WAYNE F. SHADE Attorney at Law South Hanover Street Ille, Pennlylvania 17013 -)- \VA YNE F. SHADE Attorney at Law S.outh Hanover Street (I.le, Penn.ylvan.!.'& 17013 One Thousand Nine Hundred Ninety (1990). ~~~~mQf~(SEAL) Mary E izab h McNair The preceding instrument, consisting of this and four (4) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by MARY ELIZABETH McNAIR, the Testatrix, therein named, as her Last Will and Testament, 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 hereto. /(/rE~ If^r~ fI~ \ Acknowledgment COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) I, MARY ELIZABETH McNAIR, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by MARY ELIZABETH McNAIR this 12th day of July , 1990. Mary Elizabeth McNair I~ataricl Seal Connie J, Tritt, Notary Public CarHs/a, Cumberland County My Commission Expires Oct. 5, 19~_.. CL-....., ~/~~ Notary Pub ic '~ r\ ~ i ~ WAYNE F. SHADE Attorney at Law SQuth Hanover Street a,le, PcnnaylvaniJa 17015 Affidavit COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND We, Wayne F. Shade and Krista King , the witnesses whose names are signed hereto, being dUly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; 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. Sworn by Wayne this 12th to or affirmed and F. Shade and day of Ju1 y subscribed to before me Krista King , witnesses, , 1990. War r~ Nolar!al Sea! Connie J. Trill. Notary Pubflc CaTi;sle, Cumberland County My Commission Expires Oct. 5, 1992 -5- IC~d;;;9 -//' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8D6Dl HARRISBURG, PA 171Z8-D601 COMMONWEAL TH OF PENNSYL VAN: :A 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 01-21-2002 MCNAIR 04-13-2001 21 01-0459 CUMBERLAND 101 WAYNE F SHADE ESQ 53 W POMFRET ST CARLISLE '02 JAN 25 P 2 :05 ~t,( ~'./ REY-1547 EX AFP ill-DOl MARY E P A UIl..J:~; CUmbe;;8_- Allount 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 =i5"4-j-i3f-AFP-fi2"':ooY-NaficE--OF-iNHEiiiTANCE-TAX-1rpPR1risEHENT~--ALi-owAi'-cE-i'-R------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCNAIR MARY E FILE NO. 21 01-0459 ACN 101 DATE 01-21-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED 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. 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. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due T X CR TS: PAY EN DATE 07-10-2001 11-21-2001 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets U) (2) (3) (4) (5) (6) (7) 120.130.00 7.914.48 .00 .00 82.874.27 4.192.14 101. 438.84 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 20.338.05 1.699.80 UlJ (12) (3) (4) NOTE: .00 294.511.88 .00 .00 X 00 = X 045 = X 12 = X 15 = R I NUMBER CD000033 CD000548 DISC (+ INTEREST/PEN PAID (-) 657.89 .00 AMOUNT PAID 12.500.00 95.14 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (9)= NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYll8nt. 316.549.73 ??037 R5 294.511.88 .00 294.511.88 .00 13.253.03 .00 .00 13.253.03 13.253.03 .00 .00 .00 IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE 4 REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 IN RE: ESTATE OF MARY ELIZABETH McNAIR, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION NO. 21-01-459 STATEMENT OF PROPOSED DISTRIBUTION The personal representatives propose to distribute the entire balance of the Estate for distribution under the provisions of Items Second and Fourth of the Last Will and Testament of the decedent, as follows: 1. Alyce F. Heller, house and lot of ground known and numbered as 110 Woodlawn Lane, Carlisle, Pennsylvania, in kind $120,130.00 2. Alyce F. Heller, contents of 110 Woodlawn Lane, Carlisle, Pennsylvania, in kind 2,631.00 3. Almeda Peterson, one-eighth oftesidue 8,876.60 4. Kathryn Smith, one-eighth of residue and Providers Benefit Company share certificate of no value 8,876.60 5. Samuel E. McNair, one-eighth of residue 8,876.60 6. William K. McNair, Jr., one-eighth of residue 8,876.60 7. Josephine Cline, one-eighth of residue 8,876.59 8. Lee R. McNair, one-eighth of residue 8,876.59 9. Mary Ellen Keller, one-eighth of residue 8,876.59 10. Steven McNair, one-eighth of residue 8.876.59 TOTAL $193,773.76 WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 We, ALYCE F. HELLER and SAMUEL E. McNAIR, personal representatives of the Estate of Mary Elizabeth McNair, Deceased, hereby declare under penalty of perjury that the foregoing Statement of Proposed Distribution is true and correct to the best of our knowledge, information and belief. Date: March 18, 2002 ~4~J~ Al ce F. Heller 4~~ [' /?1~k~ Samuel E. McNair WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF MARY ELIZABETH McNAIR, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania NO. 21-01-459 FIRST AND FINAL ACCOUNT OF ALYCE F. HELLER AND SAMUEL E. McNAIR, CO-EXECUTORS Date of Death: April 13, 2001 Letters Testamentary Granted: May 9, 2001 First Complete Advertisement of Grant of Letters: May 25,2001 Account Stated to March 18, 2002 2/13/01 4/13/01 4/13/01 4/13/01 4/13/01 4/13/01 4/17/01 4/27/01 5/ 9/01 5/10/01 PRINCIPAL RECEIPTS Prudential Financial, Inc., 85 shares common stock House and lot of ground known and numbered as 110 Woodlawn Lane, Carlisle, Pennsylvania PNC Bank, checking account #5140187703 PNC Bank, money market account #5130330633 PNC Bank, checking account #5003249285 PNC Financial Corp., 118 shares common stock Prudential Insurance Company, annuity payment Pmpax, direct deposit to account #5140187703 Prudential Insurance Company, annuity payment Life & Health of America, medical expense reimbursement $2,473.50 120,130.00 689.41 7,673.63 5000.00 7889.48 390.82 329.99 390.82 377.50 -1- WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 5/29/01 Pmpax, direct deposit to account #5140187703 300.89 6/ 1/01 Samuel E. McNair, sale of 1988 Oldsmobile automobile 2,000.00 6/ 4/01 Life & Health of America, reimbursement for unearned premium 177.86 6/ 6/01 Household contents 2,631.00 6/22/01 Prudential Mutual Fund Services, L.L.C., mutual fund account #0056-03900035988 77,297.25 7/ 6/01 Penn National Insurance, automobile insurance premium refund 64.00 9/11/01 Department of Revenue, property tax rebate 326.66 9/20/01 Agway, Inc., 1 share common stock 25.00 TOTAL PRINCIPAL RECEIPTS $228,167.81 LIQUIDATION OF PRINCIPAL ASSETS 10/25/01 PNC Financial Corp., 118 shares common stock Value at date of death 7,889.48 Net proceeds 6,357.48 ($1,532.00) 3/18/02 Prudential Financial, Inc., 85 shares common stock issued on conversion of Prudential Insurance Company from a mutual company to a stock company with an opening value on the December 13,2001, date of issue of29.10 2,473.50 Net proceeds 2,613.95 140.45 TOTAL LIQUIDATION OF PRINCIPAL ASSETS ($1,391.55) -2- WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 4/17/01 4/17/01 4/30/01 5/ 9/01 5/ 9/01 5/16/01 5/18/01 5/18/01 6/ 8/01 6/ 8/01 6/ 8/01 6/29/01 7/ 9/01 7/10/01 8/21/0 I PRINCIPAL DISBURSEMENTS Karns Foods, funeral expenses $94.85 Cumberland County Farm Women Group #13, funeral expenses 50.00 Checks cleared, direct payments and service charges after date of death: SMTMA, water and sewer Sprint, telephone service Lha Insurance Co., premium Robert Cairns, real estate tax Lha Insurance Co., premium Christie Heller, personal care Dennis McLaughlin, painting Beverly Haulman, personal care PNC Bank, check printing 103.20 39.06 88.93 239.75 88.93 270.00 675.00 80.00 14.99 1,599.86 Penn National Insurance, automobile insurance premIUm Cresscare Medical, overbed table Cumberland Law Journal, advertise Letters Testamentary GPU Energy, electric service Wayne F. Shade, reimbursement for probate Sprint, telephone service Rowe's Auction Service, appraisal of household contents 114.00 25.00 75.00 275.39 267.00 78.52 85.00 93.83 400.00 12,500.00 The Sentinel, advertise Letters Testamentary Alyce F. Heller, reimbursement for grave opening Register of Wills, estimated Inheritance Tax Gibson-Hollinger Funeral Home, Inc., funeral expenses 6,608.40 3.00 Register of Wills, Short Certificate -3- WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 9/14/01 Register of Wills, Short Certificate 3.00 11/19/01 Register of Wills, Inheritance Tax 95.14 11/19/01 Register of Wills, file Inheritance Tax Return 15.00 2/ 4/02 Register of Wills, Short Certificate 3.00 3/15/02 Register of Wills, Short Certificate 3.00 3/18/02 Samuel E. McNair, personal representative commISSIon 3,000.00 3/18/02 Alyce F. Heller, personal representative commission 3,000.00 3/18/02 Wayne F. Shade, attorney fees 6,000.00 3/18/02 Register of Wills, reserve for filing account, etc. 250.00 TOTAL PRINCIPAL DISBURSEMENTS $34,638.99 INCOME RECEIPTS 4/24/01 The PNC Financial Services, Group, Inc., stock dividend $56.64 6/22/01 Prudential Mutual Fund Services, L.L.C., mutual fund account #0056-03900035988 516.22 7/24/01 The PNC Financial Services Group, Inc., stock dividend 56.64 8/15/01 PNC Bank, money market account #5130330633 52.06 10/24/01 The PNC Financial Services Group, Inc., stock dividend 56.64 3/18/02 Orrstown Bank, account # 1 0821 0 146 898.29 TOTAL INCOME RECEIPTS $1,636.49 INCOME DISBURSEMENTS None $0.00 $0.00 TOTAL INCOME DISBURSEMENTS -4- WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 RECAPITULATION Receipts Less Liquidation of Principal Assets Less Disbursements Principal Balance Remaining Receipts Less Disbursements Income Balance Remaining PRINCIPAL INCOME COMBINED BALANCE REMAINING -5- $228,167.81 1,391.55 34.638.99 $192,137.27 $1,636.49 0.00 1.636.49 $193.773.76 WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 We, ALYCE F. HELLER and SAMUEL E. McNAIR, personal representatives of the Estate of Mary Elizabeth McNair, Deceased, hereby declare under penalty of perjury that we have fully and faithfully discharged the duties of our office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to our knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. Date: March 18, 2002 ~~I/'~...J Al ce F. Heller 4~wJC;V~' Samuel E. McNair WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania ]7013 IN RE: ESTATE OF MARY ELIZABETH McNAIR, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION NO. 21-01-459 DEC~ WARDING REAL ESTATE AND NOW, this ~ day of ,2002, the First and Final Account and Statement of Proposed Dist Ibution f yce F. Heller and Samuel E. McNair, personal representatives of the Estate of Mary Elizabeth McNair, having been confirmed by the Court of Common Pleas of Cumberland County, Pennsylvania, Orphans' Court Division, on April 23, 2002, pursuant to 3534 of the Probate, Estates and Fiduciaries Code of 1972, as amended, the entire fee simple interest in the real estate hereinafter described is awarded to Alyce F. Heller, in accordance with the Statement of Proposed Distribution confirmed by the Court of Common Pleas of Cumberland County, Pennsylvania, as aforesaid: ALL THAT CERTAIN tract of land situate in South Middleton Township, Cumberland County, Pennsylvania, bounded and described, as follows: BEGINNING at a point on the northern side of Woodlawn Lane on the dividing line between Lots Nos. 1 and 2 of Section "I" on the hereinafter mentioned Plan of Lots; thence by the northern side of Woodlawn Lane, South 58 degrees 40 minutes West, 10.66 feet to a concrete monument; thence continuing by the northern side of Woodlawn Lane, on a curve to the right having a radius of 425 feet, an arc distance of 103 feet to a point; thence by the dividing line between Lots Nos. 2 and 3 of Section "I" on said Plan of Lots, North 17 degrees 26 minutes 50 seconds West, 162.63 feet to a point; thence North 71 degrees 17 minutes 10 seconds East, 24.2 feet to a point; thence North 58 degrees 40 minutes East, 50 feet to a point; thence by the dividing line between Lots Nos. 1 and 2 of WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 Section "I" on said Plan of Lots, South 31 degrees 20 minutes East, 165 feet to the Place of BEGINNING. BEING Lot No.2 of Section "I" ofthe Plan of Lots known as Plan No.8, Forge Road Acres which is recorded in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania, in Plan Book 20, Page 3. HAVING thereon erected a dwelling house known and numbered as 110 Woodlawn Lane, Carlisle, Pennsylvania. BEING the same premises which Kenneth R. Pepple, by Deed dated April 1, 1986, and recorded in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania, in Deed Book "U", Volume 31, Page 530, granted and conveyed unto Mary E. McNair. THIS transfer is exempt from Pennsylvania realty transfer taxes as a transfer for no consideration by testate succession from a personal representative of a decedent to the decedent's heirs. By the Court, 'Il:;"-.- " .-- I \'-J p ~. ,. ~-:: ."""" ---... 1 do hereby certify that the precise residence and complete post office address of the within named Grantee is 11 0 Woodlawn Lane, Carlisle, Pennsylvania 17013. Date: Attorney for Grantee C/;/ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Mary Elizabeth McNair Date of Death: April 13, 2001 Social Security No.: 192-30-1382 File No.: 21-01-459 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 -2L No 2. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes -2L No (b) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: May 9, 2002 w1~ad~~ Supreme Court No. 15712 53 West Pomfret Street Carlisle, Pennsylvania 17013 Telephone: 717-243-0220 Counsel for personal representative .LL \:J 'I l :;: t d \= ltl-fl, 1 ZOo - ; 'J IN RE: ESTATE OF MARY ELIZABETH McNAIR, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-459 RELEASE KNOW ALL PERSONS BY THESE PRESENTS, That I, STEVEN McNAIR, being one of the heirs of Mary Elizabeth McNair, Deceased, late of the Township of South Middleton, Cumberland County, Pennsylvania, do hereby acknowledge that I have this date had and received of and from Alyce F. Heller and Samuel E. McNair, personal representatives of the Estate of the said Mary Elizabeth McNair, the sum of Eight Thousand Nine Hundred Twelve and 13/100 ($8,912.13) Dollars in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled by Will or as an heir-at-Iaw and to which I am entitled from the Estate of said Decedent. NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said Alyce F. Heller and Samuel E. McNair, personal representatives of said Estate, their heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. IN WITNESS 'WHEREOF, I have hereunto set my hand and seal, this c;ll-r)." day of Apd \ , 2002. WITNESS: ~~ Steven McNair (SEAL) WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 I verify that the statements made in the foregoing Release are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904, relating to unsworn falsification to authorities. Date:lf-n-tn. ~ ~ Steven McNair IN RE: ESTATE OF MARY ELIZABETH McNAIR, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-459 RELEASE KNOW ALL PERSONS BY THESE PRESENTS, That I, JOSEPHINE CLINE, being one of the heirs of Mary Elizabeth McNair, Deceased, late of the Township of South Middleton, Cumberland County, Pennsylvania, do hereby acknowledge that I have this date had and received of and from Alyce F. Heller and Samuel E. McNair, personal representatives of the Estate of the said Mary Elizabeth McNair, the sum of Eight Thousand Nine Hundred Twelve and 13/100 ($8,912.13) Dollars in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled by Will or as an heir-at-Iaw and to which I am entitled from the Estate of said Decedent. NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said Alyce F. Heller and Samuel E. McNair, personal representatives of said Estate, their heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this day of ''1/ ~ y , , 2002. WITNESS: H~~~(SEAL) Jog'ephine Cline I verify that the statements made in the foregoing Release are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904, relating to unsworn falsification to authorities. WAYNEF.SHADE Date: fJ.. 0/.//0;;- Attorney at Law I .. 53 West Pomfret Street Carlisle, Pennsylvania 17013 ~~ ct.~ JO.. phine Cline WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 IN RE: ESTATE OF MARY ELIZABETH McNAIR, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION NO. 21-01-459 RELEASE KNOW ALL PERSONS BY THESE PRESENTS, That I, ALMEDA PETERSON, being one of the heirs of Mary Elizabeth l\1cNair, Deceased, late of the Township of South Middleton, Cumberland County, Pennsylvania, do hereby acknowledge that I have this date had and received of and from Alyce F. Heller and Samuel E. McNair, personal representatives of the Estate of the said Mary Elizabeth McNair, the sum of Eight Thousand Nine Hundred Twelve and 13/100 ($8,912.13) Dollars in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled by Will or as an heir-at-Iaw and to which I am entitled from the Estate of said Decedent. NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said Alyce F. Heller and Samuel E. McNair, personal representatives of said Estate, their heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this 3ozl.. day of ~ ,2002. WITNESS: G.. .!1~ tJ.h.:~ 'l?~ (SEAL) Almeda Peterson I verify that the statements made in the foregoing Release are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. 94904, relating to unsworn falsification to authorities. Date: ~Rt~ Almeda Peterson 1/ -- c3 tJ ~{}c:{ IN RE: ESTATE OF MARY ELIZABETH McNAIR, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION NO. 21-01-459 RELEASE KNOW ALL PERSONS BY THESE PRESENTS, That I, MARY ELLEN . KELLER, being one of the heirs of Mar; Elizabeth McNair, Deceased, late of the Township of South Middleton, Cumberland County, Pennsylvania, do hereby acknowledge that I have this date had and received of and from Alyce F. Heller and Samuel E. McNair, personal representatives of the Estate of the said Mary Elizabeth McNair, the sum of Eight Thousand Nine Hundred Twelve and 13/100 ($8,912.13) Dollars in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled by Will or as an heir-at-Iaw and to which I am entitled from the Estate of said Decedent. NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said Alyce F. Heller and Samuel E. McNair, personal representatives of said Estate, their heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. IN ~ WHEREOF, I have hereunto set my hand and seal, this .3o~ . day of ~ ,2002. WITNESS: ~ j/f14{ ~l~~ (SEAL) I verify that the statements made in the foregoing Release are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904, relating to unsworn falsification to authorities. WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 Date: LI _4 ~/-~p,,- ~~~~- Mary len Keller IN RE: ESTATE OF MARY ELIZABETH McNAIR, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-459 RELEASE KNOW ALL PERSONS BY THESE PRESENTS, That I, WILLIAM K. McNAIR, JR., being one of the heirs ofM:ary Elizabeth McNair, Deceased, late of the Township of South Middleton, Cumberland County, Pennsylvania, do hereby acknowledge that I have this date had and received of and from Alyce F. Heller and Samuel E. McNair, personal representatives of the Estate of the said Mary Elizabeth McNair, the sum of Eight Thousand Nine Hundred Twelve and 13/100 ($8,912.13) Dollars in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled by Will or as an heir-at-Iaw and to which I am entitled from the Estate of said Decedent. NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said Alyce F. Heller and Samuel E. McNair, personal representatives of said Estate, their heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. IN ~SS. WHEREOF, 1 have hereunto set my hand and seal, this $f11:4{ day of ~ ,2002. WITNESS: ~//f~ #fq~ ~~ (SEAL) William K. McNair, Jr. I verify that the statements made in the foregoing Release are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904, relating to unsworn falsification to authorities. WAYNEF. SHADE Date:~, 1 d.... l> '- Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 tv ~ J< m n"..,;, A- William K. McNair, Jr. WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 IN RE: ESTATE OF MARY ELIZABETH McNAIR, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION NO. 21-01-459 RELEASE KNOW ALL PERSONS BY THESE PRESENTS, That I, SAMUEL E. McNAIR, being one of the heirs of Mary Elizabeth McNair, Deceased, late of the Township of South Middleton, Cumberland County, Pennsylvania, do hereby acknowledge that I have this date had and received of and from Alyce F. Heller and myself, Samuel E. McNair, personal representatives of the Estate of the said Mary Elizabeth McNair, the sum of Eight Thousand Nine Hundred Twelve and 13/100 ($8,912.13) Dollars in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled by Will or as an heir-at-Iaw and to which I am entitled from the Estate of said Decedent. NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said Alyce F. Heller and Samuel E. McNair, personal representatives of said Estate, their heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this c2eA day of ~ ' 2002. WITNESS: ~~~~~' Samuel E. McNair (SEAL) ~/-14J. I verify that the statements made in the foregoing Release are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904, relating to unsworn falsification to authorities. Date: S"'2...o~ ~J e>~caa- Samuel E. McNair WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 IN RE: ESTATE OF MARY ELIZABETH McNAIR, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION NO. 21-01-459 RELEASE KNOW ALL PERSONS BY THESE PRESENTS, That I, KATHRYN SMITH, being one ofthe heirs of Mary Elizabeth McNair, Deceased, late of the Township of South Middleton, Cumberland County, Pennsylvania, do hereby acknowledge that I have this date had and received of and from Alyce F. Heller and Samuel E. McNair, personal representatives of the Estate of the said Mary Elizabeth McNair, the sum of Eight Thousand Nine Hundred Twelve and 13/100 ($8,912.13) Dollars in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled by Will or as an heir-at-Iaw and to which I am entitled from the Estate of said Decedent. NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said Alyce F. Heller and Samuel E. McNair, personal representatives of said Estate, their heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. ~TNESS WHEREOF, I have hereunto set my hand and seal, this day of ..- 0 ,2002. WITNESS: ~9~ / (SEAL ) ~t I verifY that the statements made in the foregoing Release are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904, relating to unsworn falsification to authorities. Date: <5- 3-o-z, WAYNE F. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 IN RE: ESTATE OF MARY ELIZABETH McNAIR, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-459 RELEASE KNOW ALL PERSONS BY THESE PRESENTS, That I, ALYCE F. HELLER, being one ofthe heirs of Mary Elizabeth McNair, Deceased, late of the Township of South Middleton, Cumberland County, Pennsylvania, do hereby acknowledge that I have this date had and received of and from, myself, Alyce F. Heller, and Samuel E. McNair, personal representatives of the Estate of the said Mary Elizabeth McNair, the house and lot of ground known and numbered as 110 Woodlawn Lane, Carlisle, Pennsylvania, and the contents thereof in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled by Will or as an heir-at-law and to which I am entitled from the Estate of said Decedent. NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said Alyce F. Heller and Samuel E. McNair, personal representatives of said Estate, their heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this 7ZA' day of ~ ,2002. WITNESS: tl.-..9~roat: ~ (SEAL) I verify that the statements made in the foregoing Release are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904, relating to unsworn falsification to authorities. Date: ~-7-() 2 ~'1'./#L Al ce F. Heller WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania ]7013 IN RE: ESTATE OF MARY ELIZABETH McNAIR, Deceased, Late of the Township of South Middleton, Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-459 RELEASE KNOW ALL PERSONS BY THESE PRESENTS, That I, LEE R. McNAIR, being one of the heirs of Mary Elizabeth McNair, Deceased, late of the Township of South Middleton, Cumberland County, Pennsylvania, do hereby acknowledge that I have this date had and received of and from Alyce F. Heller and Samuel E. McNair, personal representatives of the Estate of the said Mary Elizabeth McNair, the sum of Eight Thousand Nine Hundred Twelve and 13/100 ($8,912.13) Dollars in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled by Will or as an heir-at-Iaw and to which I am entitled from the Estate of said Decedent. NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said Alyce F. Heller and Samuel E. McNair, personal representatives of said Estate, their heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this 9d day of ~ ' 2002. WITNESS: a...- 9~-zt J-JJ- 1t( u {~ Lee R. McNair (SEAL) I verify that the statements made in the foregoing Release are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904, relating to unsworn falsification to authorities. ~ (\ .{ ~ 'J1{ C/V;~ Date: ~'1-();l. Lee R. McNair