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HomeMy WebLinkAbout96-00981 l'ETlTION Hln l'IWnATE lInd GHANT OF I.ETTlmS 01/ -9b .118'1 K^,I'JlHYN U. ACKEH No. III: /:\141/1' '~I a/HI AIIOU'u U\ (len'ml't!, S,,,,wl S...."my SII, 165-24-5959 Il,,!';'II"01 \\,ill, 11II11I\' ('III1I1I\' 01 Cumberland. _ ill Ihe (. .OllIlIlOIlWC,...lhh of Pc..'IIII'yh'i1llia I h~' Pl'lililUI,11 llll' 1IIukr"I~lll'd 1\"PI.'\.'lllIlIy H'prc.."l'llh Ih:l1; YOIII 1lL'liliolll'I(..I. \\lIt) i.. .lIl' IS Yl'ill\ 01 OI~l'llr 1I1dl'I illlllll'l'\l'l'Ulor ill Ih., 1'1" lIillollh., ah",., lk'l'lklll, ",".'d December. 9 alld ...."i.'ill'l dall'" None . _ _._~_. IHlI11CtJ --_=-_. 19_!LL ,'I.lll' rdn.lIl1 .J1~llIll'I.lIh"\". ,'j' Idllllld,lIinll, d",lllt nll"l'nlllll, ele' l>o.-I'1I1klll ,,,,, "olllkikd 'II .k'lIh iIlCumbgrJp,nd__ . ___._ COIIIlI)', Pellll'yl,\'allia. wilh h..er. . la'l I,"nily "' prindpal re,i"ell," al Bethany .Tower.s I__W_B.s_lev Dr~ve I Lower _Allen ~l'ownshipI Cumberland,.CountY_I_ Pel}!1,svlvania ,11'1 '111'~'I. lllllllhn .1ll.11lIllll~lp.I!II\' \I III:KI:HII{l', p"li,ioll"r(,) r,,'peCllully le<l"e'Il" Ihe p",h,"e 01 ,he ""I pl"'ellled 1I\'re'\llh a",llh" grallllll kllel\' . testamentary _ . will 'lIld codidl(s) Ik""Il""I',lh,," . 8_8. year, 01 age, "("" _ ___Novemb'?r..19____. _____ __ 19_9.6 , al MOrI'isolJ' s Cove Home, Mar.t.!nsbur.9 I BJ,a~rc:~unty I PenhsyllTlin1,a F'l,.''''PI a...lpllo\\'.. .1l'4,:rdcl1I ,lid 1l01ll1any, \\a, 1101 di\'orccd alld did rlOl have II chiltJ born or adopted arh."r l'\I,.....U!1111l 01' Ihl' \\ ill Ofr"'ll'd for proha".'; w"... IIlH rhe \klil11l1f a killing and WU!\ ne\'er adjudicated Inl.llnll.~.r...lll: . J~Q!1_C.' ____,__ ~_.____..___ ~______~ __ .. __ _____~__ .~__.__"_ DI.'(l'IIl!t.'1l1 ill tk\lIh H\\ n.:d propl'rl y \\il II 1..'~1 il11atcd \'allle... il'" 1"0110\\ ''; (If .It'ill,,:ik" in 1'".) All per"'"al propeny Of JIllI dOIl1it.:ik'd in Pa.l Pc:r!\ollal prolll.'lIY in Pl'nn...~'hallia (If 1101 ddll1il.'III.'d ill 1',1.) I'cr\ol1al propcuy ill CtllllH~' \':11111..' llf 1....11 ,,:...Iall: ill Pl'III1'~ l\-al1ia ,illlall.'d a\ InIlO\h: s __Unes_tim~ S S. L ....Non.e -_..~.__..___ _._.... _.. .._.0. _____._~ __~_.____________ ..________ Ihl'IOII. li~"I.lIlll'lll,Il\, ,hll1lll1'~II,ll!tll\ ~'.l ,I.; ,hhnllll\'r.llitlll d.h.II.\.'.I..l.) '- ~-f1 G~ .. Edward,R ._.J3urke.t A~gh~gI~~g~?~v~A l/U~5 ~"7 =,; ~~ ." ; OATil OF J>EI~SONAL HEJ>HESENTATI\'E Co:\1!\I('\\\'I-:AI.TlI OF I'I'::\:\S\'I.\'A:\IA I " COl -.vI''' OF\;UMD.ERLI\ND__ __. t >;>; S\\llTIl III 0: hl'for\.' 111\,' Ihi.. Decemb",i 'thllJU.S Q... ~LU- } oS -) 4 4 _:;,- fL P 13. \1 pJ:" I'he p\'li:illlll'r(...' alllHl'-!tilll1l'd "\\l'al(.., llf allirlll(') Ihallhc ..talell1l'nl, inlhe forcgoing pClilioll arc lrUl' dlld ~'lIr:..:\,.'l 11) 1III,.'I'l'''' l~f Ih;.' J..lltl\\kd!!l' afld hl'lid' of (1I.'liliolll'r(...) and Ihal a.. pcr.tlollaJ rcprcscn- 1;t1i\l"',I of nil' olhil\l' lk..'l'd':ni pl'liliOIH.'lbl \\ill \\l'iJ ;111<.1 truly adlllini'll'r thl'c...talc aCl,.'onJing 10 law, .EJ ~.l<<,.~ '" Edwilrd_R .B1JXlcgt_g <: -- ----.....--.--.-----.-,-------- :: ~ ;::- -~--- -...;. ,Illifllll'd ,lIll.! ~nd. 'uh'\.'rihl'd da\ of I') 96 I N,'"",,'r 1 Nil. 21-96-981 Estllte 01' KNI'IIHYN \3. ACKER . I>ecellsed I>ECREE <)10' PRonATE ANI> GRANT <W LETTERS ANI) NOW December 3 1'196' 'd I' fit 1'1' ..___- ___._. III COil" era Ion 0 Ie pe I Ion on Ihe reverse side hereof. ,,"i,faclory proof ha\'ing been ple\'enled before lIle, IT IS DECREED Ihill Ihe in'lrul1lenl(') daled~Oj;.ernb_er...9_,-_1.9.8-3 described Iherein be i1dl1lilled 10 probille allll filed of lecord '" Ihe ""I will of Kathryn B. Acker ____ and Lellers Test.arnen.tarY- UTe hereby gran led III Edward R. Burket FEES By lU ,;:mralbaj-er If(r!i355 I .\ (..llll.1;,.T.T,D. 'I'lo~l 44 West Main Street Mechanicsburq, p~_~~~8 "DURESS Filed S 40.00 S 6.00 S S 9. O(J TOTAl S 5.00 " " , ,Of.,~f..MI;lr.~,') J,l, ~,i~,~: ~,~" PIIONE ProbalC. Lellers, EIC. """'" Shorl Cenificales(2 ) , , . . , , , , , . Renuncialion """"",",., x-pAGES JCP 717-697-8528 '1 fti JlI\ . ~ (_, C) c. Q' \-: rCI ('oj ,.. J~ '--- ~~) L:.: 00 nn _:0 c- vl __ r. ..., . O. ..vf1l ,', r" If c. ~ ~,... 0:> vi :i<~ 0 ~l \0 . III ~ III lo( III U III ::i g 11.l ~ t!l ~ II ~ III ~ 5 ~ ~ ~~ ~ ~ ~ ~ial~": ~a~ i~ i~ ~ ~ 5 III ( - ~ ~ ~ III III ::0 3i - l>o \t ~ - ~ p: B ~ ~ ~ tI: ~ ... . ", .. ... " ... - ,. LAW OP'P'ICU. SNELDAKER. MceALED a ELICKER '- '. LAST WILL AND TESTAMENT I, KATHRYN D. ACKER, of the Township of Upper Allen, County of Cumberland and 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 Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, I order and direct be divided into nine (9) equal parts, which parts shall be distributed and disposed of as follows: A. I give, devise and bequeath one such equal part of my residuary estate unto my brother, ELVIN R. BURKET, absolutely and in fee simple. D. I give, devise and bequeath one such equal part of my residuary estate unto my brother, CLAIR R. BURKET, absolutely and in fee simple. C. I give, devise and bequeath one such equal part of my residuary estate unto my sister, ALVERTA STONER, absolutely and in fee simple. D. I give, devise and bequeath one such eq..uaf)~' C,^'j my residuary estate unto my sister, DOROTHY absolutely and in fee simple. I give, devise and bequeath one such equal rpart of \WILSON, . -.J E. part of my residuary estate unto my brother, DENVER R. BURKET, absolutely and in fee simple. F. I give, devise and bequeath one such equal LAw O,,.C.:S SNELDAKEn. McCALCD a CLICKER '. . part of my residuary estate unto my brother, KENNE'fH R. BURKET, absolutely and in fee simple. G. I give, devise and bequeath one such equal part of my residuary estate unto my sister, HAZEL STIGLEMAN, absolutely and in fee simple. H. I give, devise and bequeath one such equal part of my residuary estate unto my brother, EDWARD R. BURKET, absolutely and in fee simple. I. I give, devise and bequeath one such equal part of my residuary estate in equal shares unto my niece and nephew, namely, JUNE MARTIN and DONALD BURKET (being the children of my deceased brother, Oscar Burket), share and share alike, absolutely and in fee simple. THIRD. If any of the persons named as beneficiaries in Item Second hereinabove should predecease me, I order and direct that the deceased beneficiary's part of my said residuary estate shall be distributed unto his or her lawful issue, per stirpes by representation and not per capita, but if any such beneficiary should predecease me without leaving such issue to survive me, I order and direct that such dispositive provision for the deceased beneficiary shall lapse and the amount or subject matter thereof shall be distributed among the remaining bene- ficiaries in the same proportions as though the gift to the deceased beneficiary had not been made. LASTLY. I nominate, constitute and appoint my brother, namely, EDWARD R. BURKET, to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and appoint my brother, namely, KENNETH R. BURKET, to be the Executor hereof, each to serve .. " without bond or other security as a condition of qualification hereunder. IN WITNESS WHEREOF, I, KATHRYN B. ACKER, have hereunto set my hand and seal to this, my Last Will and Testament which consists of three (3) typewritten pages to each of which I have day of W.c.........-L.1.. ,A.D., affixed my signature this Cjtlt One Thousand Nine Hundred Eighty-three (1983). -Lt!at:/VV)?'I~ fJ C~. " (SEAL) The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by KATHRYN B. ACKER, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her other, have subscribed our names as ( )jl~",r )11 .~;f~~ v ... , 1" - 'lflt SNELBAKER, BRENNEMAN 8 SPARE ^ "IH\II\\1I1tJI'I1 'OI"'\l"AlIl1tJ ^lTORNt:Y~ AI' LAW .101 \\'1 \1 M^IN \1 RII t MKHANIC5B1JRG, I'LNN5YLVANIA 110',5 Rlct,^RI) c. 'NU.II^KI R ~nTII 0 11IHNNIM^N "I lilli' II !lI'^Rt " 0 !lOX .II" I'^<.~IMIU (II/) ()~)/'/HHI /1/ h'J/ li',.'H February 14, 1997 Mary C, Lewis, Register of Wills Office of the Register of Wills Cumberland County Court House Carlisle, PA 17013 Re: Estate of Kathryn B. Acker, Deceased Estate No. 21-96-0981 Dear Mrs. Lewis: On behalf of the executor of the above decedent's estate, I enclose herewith an Estate check No. 101 payable to your order as agent in the amount of'$3,OOO.00 to be applied on account of Pennsylvania inheritance tax, Please cause the enclosed check to be applied on the above Estate's tax account and kindly issue to us a receipt indicating the discount or abatement allowed for payment within three months of the decedent's death. Thank you for your kind attention to this matter. Richard C. Snelbaker RCS:wmt Enclosure cc: Edward R, Burket 'Om ;.:~ .- N N 0- eo ..- .~~ ) ........ ;~.C:: co UJ u.. " ' (: ,,'. oct II: ..j ,l:: "'::I UO p; _.. ._ c.. ~ \-.... .>- .. ~ - .. : .... CIl \ CIl..:l!ol - " 'I ~~CIl - ;JI;::l - ~ -" ;JIe..g : ~ - '> ~O~ - . " - .... ~~S : " I '" - ...,,~'" = "Ill ... - III ~~ lilS'" 0 ~iS < - ;JI ~p. !ole.. !ol - ..:10< u~~~ - ><...~~ p::e.. < - <e.. :o;ouu i (.., '" ,'I ~ IT f';' . ~\o; (':1 I . ,':' i\- , ... , ......"r- IS! , r- { ... u.l e>( cO 0( .0 c.. 0 t/) ':::: .;g 0( 'l. Z ~ ~ 0( < ::i ~ ~ ... ~ ,. ~ ~ ':f. '; of< u.l \ ., z Z z ,. E ;; w " ~ -; ;: "- ~ ~ Z Ij r, e>( ;: ~ ~ ~ CO r 0 '--' d- e l: '" . 0( of< " V u.l < 'l. :.! < ::; co - ..J '''; u.l ~ 7- -, </'l ~ \ t-. . . ) \ , ,t V< \~ V L' . ~~. ,. .. '" ,I . . . r . ' , ,,' . . \ ~ .' t I'. . , J ," ~. ~~ "" . - J ~ . \ ", '!' , , I, .-1 , .--" ~.. .~ :--7- .-~ - - ri r~ "'r~ , . -, .-_... . - ---._ --'-___ .u,,_ -,-~ - ONo. AA 185183 ....,IU......~ COMMONWEALTH OF PENNSYLVANIA DlPARlMINT OP RIVINUI OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ,. RECEIVED FROM: & ACN ASSESSMENT r:t CONTROL ~ NUMBER AMOUNT RICHARD C SNELDAKER ESe 101 ~3,OOO.OO 44 W MAIN STREET MECHANICSaURG, PA 17055 lOtDH", ESTATE INFORMATION: !II FltE NUMBER 5i 21-1996-0981 !II NAME OF DECEDENT (LAST) ~ ACKER KATHRYN B II DATE OF PAYMENT m POSTMARK DATE COUNTY SSN 165-24-59:59 (FIRST) (Mil CUMBERLAND DATE OF DEATH .1 SEAL EDWARD R DURKET C/O RICHARD C SNELDAKER Ese CHECK II 101 m TOTAL AMOUNT PAID $3,000.00 CW c ,.. REMARKS " REGISTER OF WillS "J r J ' \. './ RECEIVED BY." '/tI../i,.j. <'-.. .f.-t'/'{1/ .t...- .' I ~I~" MARY c. LEt:ZS ,',h'1.I(/.>> j/YJ/ REGISTER OF WILLS V ---.--------.- --------.- --- ---, .- ---. - - - - - -- - ~ -_. " .. . , -_I ----~,..,.,..,... ---_-----.-.------"".JiII. _ _ 1" A"':~ -- . . . .. ... E - CERTIFICATION OF NOTICE UNDER RULE 5.~ ':J ~I J) '-;'1" ;~, (', ,U Name of Decedent: Kathryn B. Acker ~ ,'-' Date of Death: November 19, 1996 ~"; No. 1996-00981 PA No. 2196-0981 ~~. . . li1 l:> l. C.. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about February 14, 1997: Name Address Edward R. Burket 315 scenic Drive Mechanicsburg, PA 17055 Hazel stigleman Morrison's Cove Home 429 South Market street Martinsburg, PA 16662 303 East Christiana street Martinsburg, PA 16662 1045 North Field Drive Carlisle, PA 17013 Elvin R. Burket Kenneth R. Burket June Martin 5009 Firethorn Lane MechanicSburg, PA 17055 Janet Byerts R. D. 4, Box 404 Altoona, PA 16601 129 Hibiscus Way Leesburg, FL 34748 Donald Burket Alice Dressner 722 oakland Road Altamonte springs, FL 32701 104 Oakwood Drive Maitland, FL 32751 Donna Burton Doris Logue 334 Croton Drive Maitland, FL 32751 , '- ~, ~,. Leonard stoner Box 532 Nursery Road Dover, PA 17315 313 Scenic Drive Mechanicsburg, PA 17055 1072 Gilead street Hebron, CT 06248 Peggy Stoner Bernice Hibbard Gerald Burket R. D. 2 Martinsburg, PA 16662 Rt. 2, Box 203 Paradise, PA 17562 Herbert Burket Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE. Date: March 11, 1997 ~ . ~1>~A , Ch.rd C. Shelbaker 44 West Main street Mechanicsburg, PA 17055-0318 (717) 697-8528 Capacity: Personal Representative X Counsel for personal representative '<T ~ If~ :_....,4 C .'!l . ~,\~ -. .". <- l ~I . . N 0- I; ~ , - ,> '. v '" ,- Wo; ~ Q <= a: -=' uu .~ - . .. ;....-,"'~, 20. II line 19 i, griD'" than line 18. enlt, th, diff,r,n,. an line 20. This is the OVERPAYMENT. Ii! [j_III:TTl1...1111 ..&"'l'a'" a.,J.I'a .llIll....,Im':'r.Ir.'I..TI.I'I..rJ.u~.J,,1111 21 If line 18 is 9'1011' than lint lQ. 'ntef the difference on lint 21. This I' the TAX DUE. A. En'" the inle,.., on the bolanc, dUll on line 21A 8. Enlll' the tolol of line 21 Dnd 21A on line 218. This il the BALANCE DUE. Make ChICk Payable tal Right., of Will., Agent >- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH 00( 00( Under p.nol".. 01 pe'lury. I d.dar,tnoll ho." ..omined this return. Including accompanying uhedulel ,and "olements. and 10 the De\1 of mv .nowl.dg' ond belief. ill' IrUI, (ortlct Dnd completll. I declar. thol all '"01.'1011 hOl bun repOrTed olltUI mor'.' ..olue O'Clorollon 01 preparer ather than the o.,sonal ,epresentall..,e IS baled on 011 inlormallon 01 whIch DreDo,e' hOl any Itnowledqe. \IQHAIV.t p' .t'SO'~ 'IVO)~lht 7)' "7JI' . It tuu. f)i:ACC.1\S 315 Scenic Dr1 vo :;1.'( .../'7- .c~ ti __.~Jt!l_~ Mcchanicsburn po '7m r [:--517'7 mittl1 ....,' illl"~.'i;p^llE. P. 'C':'" qll lIost MainSt~tu ;." z.c B)':. ~ _ MlJ(:hanicabul'r, PA ['/055 ___W.:.._i'l7 UV.UOO th 17.Q41 ~ z w co w ... w co w ~ -~'" ....... w..... ",coco ......... .... ~ ,~ ..z ww ..co ..z 8~ ,. Q:;'~.d_ ,,~ . ;: I 5 _.,'~ 1.1 -':;J fOA OATIS Of DIATH A"IA 12/31191 CHICK HIAI , If A SPOUSAL ,POVIATT CAlDIT IS CLAIMID , '\ fill NUM.IA 21 COUNTY CODE DtctDINI~ (OM'UI( AUDIIU (...... INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 1996 YEAR 0981 NUMBER COMMOHWUlIH OJ P(NN~'t'lVANIA DfPAllMINt OJ 'IVINut DI" 210601 HA"I~IURG. PA 11121 O6D1 DIClDtH'S '....Mt ILA~I. It'~l. "'ND MIDDU tt.III"'lI ACKER. KATHRYN B. Bothun)' Vi11ugo-Towors 325 VosIo)' Dr. Mochanicsburg PA 17055 c..".. Cumberland \ ..ou.., ",,,v'D 1>" '''''""'''0'''' ~OCI"'L HCU'IT' 'IV Mill C...n 01 DlA1H 165-2q-5959 11/19/96 10/02/08 I" """CU'1l '\,I"l~'hQ ,'<)vU 'Nil"" IU" f,'" "NO ,,'t.lOIIINIUIlU 001. OJ o 2. Supplemenlal R.lurn 03 Os. .!Lo TOlal Number 01 Safe Depos.1 Bo....' limiled Eslal. Remainder R,'urn (for dot.. of d.otn prior to 12,13.82) Federal ellole Tax R.turn Required Originol Return o 40. fulute Inllr..t Compromise (for dalel of deoln ah.r 12.12.82) [i] 6. Deced.nl Died T"lale 0 7. Decedent Maintained a Li..,ing Tru" IAlIach copy of Will) (Anach copy a. Trulll ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TO. NAMI ne er, squ re COM,llU MAUIUC. "'DDun SNELBAKER. BRENNf]lAN & SPARE P. C. qq Vest Main Street UL[PHom HUMIII Mcchanicsburg PA 17055 1. Reol Eslate (Schedul. A) (1) 2. Slack, and Bonds ISchedul. BJ (21 1.330.00 3. Closely H.ld Stoc./Portnenhip Inl."" (Schedule q (31 ... Morlgages and Naill Recei..,able (Schedule 0) (J I 11.286.98 5. Calh, Bank Depo,." & MiuelloneouI Penonal Properly (5) z (Sth.dul. EI 19.089.87 co b. Jointly Owned Property (Schedule f) (b I ;: .. Tronsle" (Schedule 01 (Schedule L) .... 7, (71 ::> ~ T010I Gran Anlll (Ioleltines 1.7) 0: o. q.588.17 .. ... 9. Funeral EJlpln"l, Adminislrati"'e Casll. Miuelloneous (Q I w .. Expenses (Schedule HI 10. Debts. Motlgage Liabililies, Liens (Schedule I) (101 6.148.91 11. Tolal Deduction, (10101 lines Q & 10) 12. Nel Volue of Eslale (line 8 minus Line 111 13. Chafltoble and Goy.rnmenlal Bequesll (Schedule J) U. Nel Value Subject to Tax ILine 12 minus line 13) (01 31.706.85 Ill) (12) (13) (14) 10.737.08 20.969.77 0.00 20.969.77 z co ;: .. ~ :::0 .. '" co ... >< .. ~ 15. Spousal Ttonden (lor doles of d.ath after 6.30.9.) S.. Instruclions far Af,plicobl. PerClr\log' an Ruenl Side. (Include ..,011,111 rom Schedule K at Schedule M.I 16. Amount of Lin. 14 laaable at 6% tQle (Include ..,aluII ham Sc.hedule K or Schedule M ) 17. Amount 01 line 14 laaoble at 15% fate (Include ..,alues hom Sch.dule K or Sc.hedule M.l lB. PrinclpalloJl due (Add loa from lines 15, 16 and 17.) 19 Credlll Spousol POyetly C"dil Prior Payments + 3 .000 .00 + )(._::l (15) lib) (171 . Ob = . 15 = l.,q547 20.969.77 (101 Inlerell Oileounl 150.00 l.l'lO.OO q.53 (19) 1201 (211 (2IA) 12101 11'11)0111' II "' ~ SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Pleale Print ar Ty e FILE NUMBER 21-96-0981 COMMONW'ALTH o. 'INNnlVANIA INHllnANel tAl lnulN IIIIDIN' DleIDIN' ESTATE OF ACKER, KATHRYN U. (All p,.porty tolnt1y-own.d with tho .I,hl of SIIrvl'l'Oflhlp """, b. dl.d.... Oft 5th.Jul. '1 ITEM DESCRIPTION VALUE AT NUMBER DATE OF DEATH 1 Checking account 15070076337, PNC Bank NA 6,270.21J 2 Accrued interest on checking account 15070076337 1J.01 3 Certificate of Deposit 113-000380, A1toon First Savings Bank 5,000.00 IJ Accrued interest on Certificate 113-000380 12.73 TOTAL (Alsa enler an line S. Re<apilulalion) .5 'AIlO(t't oad,t.onol e'i'''.. \" ;~"'." " "'0'. ':ioer" rt".cra 1 12/28/82 Harris Savings A/C#05-{)010008 I I ~0/16/9~ Harris savings, Certificate I I of Deposit #13-276198 I See List - Attached i i US SAVINGS BONDS I I ! 1,_'Nt'I. tIJI'1 ~ 0, . '" i" COMMONWfAllH O. 'INN\'lVAN'A , IHHflutANCI TAl IUUIH _UIOINT DICIOIHI ESTATE OF ACKER, KATHRYN B. Jol."....t!.). NAME A. Edward n. Burket B. C. J.I.tly-.wn.d pr.p.rty. I LmER . ITEM. FOR I DATE NUMBERI JOINT : r6l~~ I TENANT A 1. 2 A 3 ^ SCHEDULE F JOINTlY.OWNED PROPERTY ADDRESS 315 Scenic Drive Hcchanicsburg PA 17055 DESCRIPTION OF PROPERTY FILE NUMBER 21-96-{)981 RELATIONSHIP TO DECEDENT Brether 1 TOTAL VALUE DECD'S I DOLLAR VALUE OF OF ASSET 0/0 INT. . DECEDENT'S INTEREST I 16,612.40 50J 8,306.20 20,054.54 50J 10,027.27 1.512.80 50J 756.40 TOT Al :':s.: enler on line e ~ecaDllulohOnl 19,089.87 !'_o,,~ ~=OCl~ . -....'::...;: ';j'" ~:::. 7~-: ,"Pt!'~ ." ~:-,. :e! ", _",Ull t.. 1/..11 ESTATE OF c."fJ! 'v ,.. ~ .\1'\ .-....~ CQAoWONWIAlIH O' 'fNN\mrANIA , INI1I1"AN([ tAl I nUl,... 'UIO(NIO(((O(NI SCHEDULE H AJNERAL EXPENSES. ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ACKER. KATHRYN 13. ITEM I NUMBER A. Funeral Expens..: 1. 2. 3. B. 2. DESCRIPTION John C. l3o1ger Funeral lIome, funeral uervice Memorial Church I3rethren, pout funeral meal Rev. Gerald Greiner, funeral service 1. I Administrative Cosls: ! Personal Represen,a'ive Commissions I SOCIal Securiry Number of Penonal Reprelenlaliye: Yoar Commlulons paid I Attorney Fees , Snelbaker, Brenneman & Spare, P. C. 3. Family Exemplion Claiman' Address 01 Clarmant 01 decedent's dealh 01, C. 1. 2. 3, 01, 5. 6, ~ o. S, --- Relationship Street Address City Slale , ; Procale Fee. Register of Wills. Cumberland County i I Miscellaneous Expenses: Rcgiuter of Wills. filing fee this return Plea.e Print or Type I fiLE NUMBER 21-96-0981 lip Code Cumberland Law Journal, advertise Executor's notice Patriot-News. advertise Executor's notice lIoly Spirit lIospital. medical services lIillcrest Pharmacy, prescriptions Metropolitan Medical, Inc., transport services Reserve for filing fees, taxes, accounting. etc. TCT:'l .:. '.: -,.., ... ..~ = :~(:=:'- AMOUNT 1.820.64 250.00 100.00 1,500.00 63.00 15.00 60.00 73.23 217.00 3.30 36.00 450.00 4.588.17 ----.- LAW O"ICI. BNCLOAKER. McC^1 l:IJ a ttlCKeR ., I.AS'I' ~II l.1, AND 'l'ES'I'AMEN'r I, KATHRYN D. ACKER, of the 'l'ownship of Upper Allen, County of Cumberland and 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 Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, I order and direct be divided into nine (9) equal parts, which parts shall be distributed and disposed of as follows: A. I give, devise and bequeath one such equal part of my residuary estate unto my brother, ELVIN R. BURKET, absolutely and in fee simple. B. I give, devise and bequeath one such equal part of my residuary estate unto my brother, CLAIR R. BURKET, absolutely and in fee simple. C. I give, devise and bequeath one such equal part of my residuary estate unto my sister, ALVERTA STONER, aboolutely a~d in fee simple, " D. I give, devise and bequeath one such equa'f~) Od1 my residuary estate unto my sister, DOROTHY absolutely and in fee simple. I give, devise and bequeath one such equal Cpart of WILSON, . ...1 E. part of my residuary estate unto my brother, DENVER R. BURKET, absolutely and in fee simple. F. I give, devise and bequeath one such equal part of my residuury estatu unto my brother, KEIlNETIl R. BURKET, absolutely and in fee simple. G. I give, devise and bequeath one such equal part of my residuary estate unto my sister, IlAZEL STIGLEMAN, absolutely and in fee simple. H. I give, devise and bequeath one such equal part of my residuary estate unto my brother, EDWARD R. BURKET, absolutely and in fee simple. I. I give, devise and bequeath one such equal part of my residuary estate in equal shares unto my niece and nephew, namely, JUNE MARTIN and DONALD BURKET (being the children of my deceased brother, Oscar Burket), share and share alike, absolutely and in fee simple. THIRD. If any of the persons named as beneficiaries in Item Second hereinabove should predecease me, I order and direct that the deceased beneficiary's part of my said residuary estate shall be distributed unto his or her lawful issue, per stirpes by representation and not per capita, but if any such beneficiary should predecease me without leaving such issue to survive me, I order and direct that such dispositive provision for the deceased beneficiary shall lapse and the amount or subject matter thereof shall be distributed among the remaining bene- ficiaries in the same proportions as though the gift to the deceased beneficiary had not been made. LASTLY. I nominate, constitute and appoint my brother, namely, EDWARD R. BURKET, to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and appoint my brother, namely, KENNETH R. BURKET, to be the Executor hereof, each to serve u,w o,rtCt. Gutl.UAKt:n. M~t;^LtU A LLICKtlt \ I i! LAW O,,.Cla SNELDAKER, McCAltU A l;LICKCR ..' COMNONNEALTII OF PENNSYt.vANIA 55. COUNTY OF CUI-lUERLAllD \'1e, KATIIRYN B. ACKER, RICIIARD C. 5NELBAKER and JANET M. FORRY, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therei expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his or her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. 9' (\ U\O,r, ')1~. l==l IJ.-AJo. >> w~tness Subscribed, sworn to and acknowledged before me by KATHRYN B. ACKER, the Testatrix, and subscribed and sworn to before me by RICHARD C. SNELBAKER l day of ,--x.~ .L<.:" JI~/J~' and JANET M. FORRY, witnesses, this '1 ".', , 1983. ".J ~ -z:; ,::::::;i-a.u:, LU 'f r-.....,4L Notary Pub ~c t I\.i;(rl~.t n. I (l. :.,:!;i, 1:(-. ,',:.'i I':;~,'l~ U[Ci;,\ii1;.~:Jil.1., ~~i"d:. i 1.;.~ .. .. .... .:... f';\ I.:i ",,;,,~:, I' '0 ;. .'.:,... .,.L it, 1';:11. : r:. . I r ,~'. .~I:~. :: .,',.1 d ii:, ',nn rr-/'!/ j ... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU or INDIVIOUAL TARES Utlll"l "Jill! 1&1 IIIYI\!UfIl NIII ".hDI """MI!.IulIC, 1'1 1/1".0.01 NOTTCE or INHERITANCE TAR APPRAISEHENT, ALLOWANCE OR OISALLOWANCE or DEDUCTIONS AND ASSESSHENT or TAX DATE ESTATE OF DATE OF DEATM FILE NUMBER COUNTV ACN RICHARD C SNELBAKER ESQ SNElBAKER ETAL 44 W MAIN ST MECHANICSBURG PA 17055 12-15-97 ACKER 11-19-96 21 96-0?81 CUMBERLAND 101 AMount ReMltt.d C- i~_ 1101,"111.1, 11t.1I' KA1HRVN B MAKE CHECK PAYABLE AND REMIT PAVMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEv:is4"'j"Eif-AFii-ni9-:97Y-Nil~ficE--ciF--iNHEiiifAiicE-YAniPPRA-isEifENi'-,--,m:ciwANCE-iiFimmm---n--. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ACKER KATHRYN B FILE NO. 21 96-0981 ACN 101 DATE 12-15-97 TAX RETURN WAS: I X I ACCEPTED AS rILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedule AJ 2. Stocks and Bonds (Schedule 81 3. Closely Held stock/Partnership Intere.t (Schedule C) 4. Hartg.ga./Not.. Receivable (Schedule OJ S. Cash/Bank Oaposlts/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule fJ 7. Transfers ISchedule G) a. Totel A...t. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funerel E~p.nl.I/AdM. COlts/Hi.c. Expense. (Schedule H) 10. Debts/Hartgage Liabilities/Liens ISchedule I) 11. Total Deductions 12. Het V.lue of Tax Return 13. Ch.ritable/Govern.ental Bequests; Hon-elected 9113 Trust. 14. Net Value of Est.te Subject to T.x 191 UOI 11) 12) 13) 14) IS) 161 171 (Schodule JI I CHANGED ,00 1,330.00 ,00 ,00 11 ,286,98 19,089,87 ,00 C8l 4,588,17 6,14B,91 Cll1 U21 U31 U41 NOTE: To insure proper credit to your .ccount, subnit the upper portion of this forn with your lax paynent. 31.706,85 1 D .737 DR 20.969,77 ,00 20.969,77 If an assessment was issued previously, lines 14. lS and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. AMount of Line 14 at Spousal r.te (15) 16. A.ount of Line 14 taxable at Line.l/Clasl A r.te (161 17. AMount of line 14 taxable .t Coll.taral/Cl.ss B rate (17) 18. Principal Tax Due NOTE: TAX CREDITS: PAYMENT DATE 02-14-97 12-08-97 RECEIPT NUMBER AA185183 REFUND DISCOUNT 1+1 INTEREST/PEN PAID 1-) 157,27 .00 ,00 ,00 20,969,77 X ,00= X ,06= X ,15= UBI AHOUNT PAID 3,000,00 11,80- TOTAL TAX CREDIT I BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID ArTER DATE INDICATEO, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, .00 ,00 3,145,47 3.145,47 3.145,47 .00 .00 ,00 I Ir TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS RHLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE A RErUND. SEE REVERSE SIDE or THIS rORM FOR INSTRUCTIONS,) RESERVAT1DN: E.tlt.. of dlc.d.nt. dying an or b.far. O.c..b.r lZ, 1~8Z -- If any future Int.r..t In the ..tat. i. tr.n.f.rr.d In pa.....lan or .nJoy..nt to Cl... . (call.t.r.ll b.n.flclarl.. of the d.c.d.nt alt.r thl e.plratlan of any ..t.t. far llf. or far y.ar., the Ca..anM..lth h.r.by ..pr...1Y r...rv.. the right to appral.. and ...... tr.n.f.r tnh.rltanc. f.... at the laMful Cia.' . leall.t.r.ll r.t. an .ny .uch future Int.r..t. PURPOSE .. NOTICE: To fulfill the r.quir...nt. of Section ZI~O of the Inh.rlt.nc. and E.t.t. Ta. Act, Act ZI of l~~~. 11Z P.S. s.ctlan ~lftO). PAYKEHf I D.tach the tap portion of thl. Hatlc. and .ubalt with your p.y..nt to the A.glst.r of Wills prlnt.d an the r.v.rs. ,Ide. --Hlka chack or aaney ard.r Ply.bla to: REGISTER OF MILLS, AGENT REfUND ICR1: A r.fund of a tlM cr.dlt, which wa' not requ.st.d an the f.. R.turn, .ay be reque.t.d by ca.plltlng .n "Application far R.fund of P.nn,Ylv.nla Inh.rlt.nc. .nd E.tat. fa." (REY-I~131. APpllc.tlons .r. .v.ll.bll .t the Dfflcl of the R.gI.t.r of Will., .ny of the Z3 R.v.nue District Offlc." or by c.lllng the .p.cl.l Zft-haur .n.w.rlng 'Irvlce nuab.r, far fora. ard.rlng: In p.nn.ylvanl. 1-800-36Z-2050, out.ld. penn,Ylvanla and within local H.rrl.burg .r.. (117) 787-80~~, fOO' (117) 77Z-2Z5Z (H..rlng I.palred Only). OIJ[CTlONS: Any p.rty In int.r.st not ..tl.fl.d with the .ppr.I....nt, allaw.nce or dls.llaw.nce of d.ductlon., or ..s.....nt of t.. I Including dl.count or Int.r..tl .. .hawn on thl. Natlc. .u.t abject within .I.ty (601 d.y. of racelpt of thll Natlca by: --wrlttan prat..t to the PA D.part..nt of R.v.nue, Ba.rd of App.al., D.pt. Z810Z1, H.rrl.burg, PA l11Z8-10Z1, OR --.l.ctlan to havI the .att.r d.t.r.lned .t audit of the .ccaunt of the p.r.anal r.pre..ntatlvl, OR --.pp..l to the Orphan.' Court. AOHIN ISTRAflVE CORRECTIONS: f.ctu.l .rror. dl.cav.r.d an this ........nt .hoUld b. .ddr....d In writing to: PA D.p.rt..nt of R.v.nue, Bur.au of Individual T...., ATTNI Pa.t A.......nt R.vl.w unit, D.pt. Z80601, H.rrl.burg, PA 171Z8-0601 Phone (717) 787-6~05. 5.. p.g. 5 of the book lit "tn.tructlan. far Inh.rlt.nc. f.. R.turn for. Re.ld.nt Dac.d.nt" IREY-1S011 for an 'MPlanatlon of adalnl.tratlv.ly correctable .rrar.. DISC(Un: If any taM due I. p.ld within thr.. (3) cIllndar aonth. aft.r tha d.c.d.nt'. d.lth, . flvl p.rc.nt (SX) dl.count of the t.. paid I. allaw.d. PENAL TV: Th. ISX taM a~..ty non-p.rtlclpatlan penalty I. caaputld on the tat.l of the taM and Int.r..t .......d, and not paid b.far. January 18. 1~~6, the flr.t day aft.r thl Ind of the taM aan..ty p.rlad. Thl. nan'partlclpatlan p.n.lty I. app.alable In the .... .ann.r .nd In the the .a.. tl.. p.riad a. you wouid app..1 the t.. and Int.r..t th.t h.' b.en .......d .. Indlc.t.d on this natlc.. INTEREST: Int.r..t I. charg.d b.glnnlng with flrlt d.y of d.llnquency, or nln. (~) .onth. end on. (I) day fro. the d.t. of d..th, to the data of pay..nt. T.... which bec... d.llnqu.nt b.for. Janu.ry I, 198Z b..r Int.r..t .t the r.t. of .1. 16ZJ p.rc.nt p.r .nnu. c.lcul.t.d .t . dally rate of .000Ibft. All ta... which b.c... d.llnquent an and aft.r J.nu.ry 1. 198Z will b.ar Int.rut at a rat. which will v.ry fro. c.lendar '1ur to c.lend.r '1ur with that r.t. announced by the PA O.part..nt of R.v'nu.. fh. .pplicabl. Int.r..t r.te. for I~az through I~~a .r.: !!!! Inter..t Rat. O.lh Int.rut rltctor !!!r Int.r.st Rat. O.lly Int.r..t Factar 1982 ZU .000~ft8 1~a7 ~Z .000241 l~n 1f~Z .0001018 1~88-"~1 11~ .000301 I~aft llX .00nOl l"Z .~ .0002ft7 IUS 13~ .00n~b 1~~S-I~~ft 1> .0OOI~Z 1~86 lOX .0002110 1,,~-1"8 .~ .0002107 --Int.rut Is calculat.d .. follaM': INTEREST = BALANCE OF TAX UNPAIO X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I..u.d after the t.. b.eo..' d.llnqu.nt will r.fl.ct an Inter..t c.lculltlan to flft..n (1~1 d.y. b.yond the d.te of the ........nt. If pay.ent I. ..de .ft.r the Int.r..t ca.put.tlon d.t. .hown an the Notlc., additional Int.r..t au.t be calcul.tad. PAV"on I , , D.t.ch Ih. top porllon of Ihl. Notlc. nnd sub.lt with your pay..nt .nd. pnynbl. 10 the nn.. .nd addr... prlnt.d on thl rlv.rs. .id.. If R[SIDENT DECEDENT ...... ch.ck or .on.y ord.r pay.bl. tal REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT ..It. chIck or lon.y ord.r payftbll 101 COKHONWEAL TH OF PENNSYLVANIA. REfUND (CR): A r.fund of a ta. cr.dlt, which wa. not r.que.lld on the fa. R.lurn, lay b. request.d by cOMpl.tlng an "Application for R.fund of Pannsylvanl. Inh.rlt.nc. and E.tat. Ta." IREY-I]I]). Application. ar. available .t Ihl OfficI of Ihl Rlglst.r of Wills, any of thl Z1 Rlvenue District Dfflc.. or frol the D.p.rt..nt's Z4-hour answlrlng Slrvlc. nu.b.r. for for.s ord.rlng: In Pennsylv.nla l-eOO-J&Z-ZOSO, out.ld. P.nn,ylvanla and within local Harrisburg ar.. (717) 7el-e094, TOOl (711) llZ-22S2 (H..rlng IIPalred only). REPLV TDI DISCOUNT I PENALTY: INtEREST: Qu.stlon. regarding .rror. cont.ln.d on thl. notice .hould be addr,s'ld tal PA Depart..nt 0' RIV'nu., Bure.u of Individual Ta..., ATTNI Po.t A.......nt R.vlew Unit, nept. 2e0601, Harrisburg, PA 1712e'0601, phone (717) 747-6S0S. I' .ny t.. due Is paid within thr.. (1) cal.ndar lonlh. a't.r the deced.nt'. d..th, . 'Iv. p.rc.nt (S~) dl.count 0' the t.. paid I. .llow.d. Th. IS~ t.. ,an..ty non-participation penalty I. cOlputed on the tolal 0' the t.x and Int.r..t .......d, and not paid blfor. Janu.ry 18, 1996, the 'Ir.t day a'llr Ihe .nd 0' the t.x ..na.ty p.rlod. Intarnt It ch.rg.d b.glnnlng with flr.t day 0' d.lInqu.ncy, Ilr nln. (9) lonths and on. 0) day 'rol the d.t. of d..th, to the data 0' pay..nt. T.... which beca.. dlllnqulnt bl'or. January I, 1ge2 blar Int.r..t at the r.t. of .Ix (6Z) p.rc.nt p.r annul calculatld at a d.lly rat. of .000164. All t.... which b.ca'l dlllnqulnt on and a't.r Janu.ry I, 1,8Z will b.ar Int.r..1 at a ral. which will vary frol c.l.ndar y.ar to c.lendar y..r with that rat. announc.d by the PA nepart..nt of R.v.nuI. Th. appllcabl. Inter..t rata. for 198Z through 1998 ar.: V..r Inl.r..t Rat. Dally Int.rl.t ractor V.ar Intlr..t Rat. nally Int.r.st ractor 1982 20Z .000S~8 1987 .~ .0002~7 1983 In .000438 1ge8-1991 IU .oonol 1984 llZ .oonol I99Z .~ .0002U 1985 UZ .OOUS6 199]-1994 n .000192 1'86 10;( .000274 1995-I998 .~ .0002~7 nlntlre" 11 ulculat.d .. follows: INTEREST = BALANCE OF TAX UNPAIO X NUKBER OF DAYS OELINQUENT X OAILY INTEREST FACTOR -.&ny Nollc. I..ued aft.r the t.M b.co... d.llnqu.nt will r.fl.et an Int.r..t calculation 10 fl't.ln lIS) day. b.yond the date of the a.......nt. l' p.Y.lnt I. lad. a,t.r the Int.r..t co.putatlon d8t. shown on th. Notlc., addltlon.1 Int.r..t ault b. calculat.d. ." :-"-'- , , '0- ;.' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMIIRLAND u: ImllA1II1 II. 1l11IlK~:1' b.lng duly Sworn _ _______ accordin9 to raw, dopolll and 'ay' that h. 13 t.ho ~xncut.or KA'I'III1YN U. ACK~:II o. . ___ _____ _____ 01 tho Esteto 01 I.t. 01 ~~!lr:..-Allon Townllhlp _.____, Cumberl.nd County, P.., d.c....d .nd that th. within I, an Inv.ntory mado by .___1I1m, the ,.id ~xocutor 01 the .ntlr. IIt.te of said decodont, consiltln9 01 all the p.rson.1 prop.rty .nd r..1 IIt.t., .xc.pt r..1 ut.te ouhlde the Commonw..llh of Ponn'ylvania, and that the li9ures oppolite each item of the Inventory repre..nt it', fair v.lu. .. of the date of d.cedont', death, and ,ubscribod boforo mo, !.';'~.~ (C e~M ""\(\..\,UV='-A.~=;19 n( ~' Ifk (I - encu'or e XldCilmIIMtX Edward R. Uurknt 315 Scenic Drive Mochanicsburg PA 17055 j Addr... Notanal Seal Chns1lne M WMo Notary PublIC MechomCSburg Boro Cumberfond CounlV My CommissIon Explros Sept '7 200f Member PennSVIV.1Il1i1 ASSOCl.l!um of ~Jn'ollles D.I, of D.ath 19 O'Y Yu, November Month 1996 INSTRUCTIONS I. An Inv.ntory mUlt b. filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty daYI 01 dilcov.ry 01 additional ....h. 3. Additionel sheets may be attached al to personalty or realty 4. See ArtierelV, Fiduciarill Act 011949, . U . , "" I . I 0. ~ >- :a -0 .... w I '" co CIl c: ~ ~ "" to- ~ W ;5 ffil :0: co .., o-l Q. ec:l u II CO 0 0 III co QI fJ ;>0 0- W "" W cd Q ~ II l' l- X Q. tsl Q. m c to- ..J U. ~ .,; ~ Z < 0 <, 0 '" U. ..J ~ Q. I c :t 0- W 0 < w . ,.:. C < (;j > Z "" <XlI - ~ Z 0 I.' c Q ~i GJ, ~ I CQ .; III Z 0 "" :0, 0 . Z w < a::' 0 ... I. Q. :r: ~ "tJ GJ Eo< c ~ < - ~ I ~ 0 ;: I co .Q .... ... ~ E "tJ 0 GJ II C . ~ 0 ....I 0 u: a> CIl Inventory 01 the real and personal os late of KA'I'II11YN II. ACKEII decoased PERSONALTY: 1. PNC Bank, NA, Checking account No. 50-7007-6331 2. Accrued interout on checking account No. 50-1007-6331 3. Alteona First Savings Bank, Certificate of Deposit Ne. 13-000380 q. Accrued interest on Certificate of Deposit No. 13-000380 5. Bethany Towers, refund of personal account 6. Capital Blue Cross, refund of premium $ 6.27 2q q 01 5,000 00 12 73 81 29 98 05 TOTAL PERSONALTY: I $ll,q66 32 REAL ESTATE: NONE I' .I , SUMMARY PERSONALTy..................,.............. .$11,1166.32 REAL ESTATE................................. 0.00 TOTAL................... I.............. I' ...$11.1166.32 In ,~ co ':, t:O ~ :z 7- ,:; <: 0( .,. - > .J - ...J /. " r ~ , d1 ~ '" <: /. Z ~ :( /. x :z " <oJ r, - :; c. ~ '" ; /. Ii 0 r ~ , co ;. (J f< ~ : " r: ;0 <: d1 < u :2 <: :J: u <oJ ::1 . STATEMENT OF PROPOSED DISTRIBUTION 6, TO: DENVER R. BURKET, DECEASED Issue of Denver R. Burkel: Gerald Burket - 1/2 of 1/81h of residue as per lIem SECOND (E) of Will 111,05 Herbert Burket - 1/2 of 1/8th of residue as per lIem SECOND (E) of Will 111,04 7, TO: KENNETH R. BURKET, brother of decedent: 1/8th of residue of estate as per lIem SECOND (F) of Will Cash: 222,09 8, TO: HAZEL STIGLEMAN, sisler of decedent: 1/81h of residue of estate as per Item SECOND (A) of Will Cash: 222.09 9, TO: OSCAR. BURKET, DECEASED Issue of Oscar Burket: June Martin - 1/2 of 1/8th of residue as per Item SECOND (I) of Will 111.05 Donald Burket - 1/2 of 1/8th of residue as per Item SECOND (I) of Will 111.04 TOTAL FOR DISTRIBUTION: 1,776,75 Page 2 ,n ,n 0 c:, C8 ::; z Z ~ - -<. <{, :5 > ~ -' - r r .-< f- ~ '" UJ 0( , :z ;j Z :/ :z x '" <' Q Z r w w ~ "- '" UJ 7- ~ Q c.: << , 0 co 0 . 0:: '- I: :.J ~ "' 0( rJ z -<. J: U w ::E ., ESTATE NO. 21-96-0981 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY EDWARD R. BURKET, EXECUTOR OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF KATHRYN B, ACKER. DECEASED, LATE OF LOWER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA DWARD R. BURKET, Executor as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED: November 19,1996 December 3, 1996 DATES EXECUTOR'S NOTICE ADVERTISED: Cumberland Law Journal December 27, 1996; January 3, 10, 1997 Patriot-News Co, January 7, 14,21, 1997 FIRST AND FINAL ACCOUNT PERSONALTY - PRINCIPAL ACCOUNT DEBITS he Accountant charges himself with the receipt of Decedent's goods and chattels as Personalty, Principal, as set forth in the Inventory heretofore filed in the amount of: ,\ 11,466,32 , Edward R. Burket, reimbursement of inheritance tax on joint accounts , PA Department of Revenue, refund overpayment of taxes TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: 2,863.49 11,80 14,341,61 LAW on'lctS SNl:I.DAKER. DRENNI:M^N a SPARE Page 1 REAL ESTATE - PRINCIPAL ACCOUNT DEBITS he Accountant charges himself with the receipt of Decedent's Real Estate as follows: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ NONE $ NONE REAL ESTATE - PRINCIPAL ACCOUNT CREDITS he Accountant claims credit for the payment of the following items from Real Estate Principal Account: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: $ NONE $ NONE REAL ESTATE -INCOME ACCOUNT DEBITS he Accountant charges himself with the receipt of the income from the investment of Real Estate Principal Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $ NONE $ NONE REAL ESTATE. INCOME ACCOUNT CREDITS he Accountant claims credit for the payment of the following items from the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE $ NONE LAW o,."er:s SNELDAKER. BRENNEMAN 6: SPARE Page 3 LAW OFFiCeS SNELDAKER. BRENNEMAN Be SPARE RECAPITULATION PERSONAL TV: PRINCIPAL ACCOUNT: Debits Credits Balance 14,341,61 12.549,98 1,791,63 INCOME ACCOUNT: Debits Credits Balance 155,12 170,00 -14.88 TOTAL PERSONAL TV 1,776,75 EAl ESTATE: PRINCIPAL ACCOUNT: Debits $ NONE Credits $ NONE Balance NONE INCOME ACCOUNT: Debits $ NONE Credits $ NONE Balance NONE TOTAL REAL ESTATE: NONE OTAl FOR DISTRIBUTION: 1,776.75 Page 4 , . OMMONWEAL TH OF PENNSYLVANIA) OF CUMBERLAND) EDWARD R. BURKET, being duly sworn according to law deposes and ays: that he is the Executor of the Estate and under the Last Will and estament of KATHRYN B, ACKER. Deceased; that he is the Accountant herein; hat the foregoing is a true and complete accounting of his administration of aid Estate; that the attached list or schedule [oJ contains the names, ddresses and amounts due unpaid creditors who have given proper notice f their claims; that the attached list or schedule [uJ contains the names and ddresses of all persons interested in the distribution of said Estate; and that he facts set forth herein are true and correct to the best of his knowledge, nformation and belief, t;LJ r?/ g~ Edward R. Burket Executor and Accountant worn to anq subscribed before e this 5"? day of ~'\A.~~1998, Notanal Seal Chnslme M Whrto Notary Public Mechonocsllurg Boro Cumberland County My CommIssIOn E'Jllt.s Scp' 17 2001 Member Pennsylvania AssOW1:O!l 01 r~ntarlf'c; LAW OFfice. SNE:LDAKER. BRENNEMAN & SPARE Page 6