HomeMy WebLinkAbout97-00509
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Pf:TlTION H)I~ I)R08A'I'E and (;RANT ()Ii LETTERS
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No.
To:
_____..._.______ KegiS!er 01 Wills lo{ the l
_._~____.m. ..... VI'I'I'used, County 01' _ClI.iY\V)liL ~'\ \"(:1n the
Social Security No, JIo.ll' ;jeL ~J("Q3____, Comnwnweulth 01' Pennsylvania
The petitloo 01' the undersigucd respectfully represents thut:
Your petltloner(s), who@ure IR years of uge or older un the execlltx.J.~~_~
In the last will of the above decedent, dated ---"JJ_WfJ..i._5..L. ';;;'-L,,_.~__._
and codlcll(s) dated __.._..___._N/LL._.____n________________.
.j)! Ie s )(~ere~=-.~C;;.Lf'i_,,~,:L__=:J11'l!..0[L_li,.J!i Ii-"'--
~ named
,19~--:
(SllllC rclCvlll\t l'irCllt1\slllIICllS, ~',Il. rClIlltlclllllon, ell'fllh of CXCClHOT. clc,)
Decendcnt was domiciled at dcuth in .___e 'D2-,1)/:J-_~{ ;-1 ,d_ County, Pennsylva
lteL__last family or~ncipul resldence.ut-~Cj{L..::Lh.LI.() ()(<J.;/ ~ a I . ( odor
~Lll~w..'Ll'L 'I .....C4't-__:LLL_.G.l~f2.llil.l..-..&.- 1"/0 U- .
(lisl streel, nllmher llnd lllllndpality)
la, with
u>'"
D. d t I <"".~)- " I' . d' I --I It y-Ji. lo 19 q 4.
ecen en, tlen ___"".~_n'_' yems 0 ~e, le( ___O-L _, . .
at -tl')-l I j \ O( ~.L..L'...si.\~_r:'.L....Lr.___.____ . .
Except as I'ollows, decedent did notlllurry, was not divorced und did not have a child born or adopted
after execution of the will offered I'or probute; was not the victim of a killing and was never adjudicated
incompetent: ______n___.n..____.__..._________________.
Decendent at death ,)wned property with estlml1ted values lIS I'ollows:
(If domiciled In Pa,) All personal properly
(If not domiciled in Pu,) Pel'sonul property in Pennsylvunia
(If not domiciled In Pu,) Personal properly in County
Value of real estute In Pcnnsylvunia
situated as folk,ws: _________._.________
$ ;:XC-) , CC:Q
$
$
$
WHEREFORE, petltioner(s) r(:speelfully
presented herewith and the grant of lellers
theron,
reqnest(s) the probute of the last will and codlcl1(s)
+e-,1 (I '('1\~ N. ctv''1
(lesU\I\lcn(ury; ndmll1l.~lrallon c,t.a.j administration d~b,n.c,t,a.)
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OATH 01<' PERSONAl, REPRESENTATIVE
COMMONWEALTH (W PENNSYLVANIA } '8
COUNTY OF G\lMBERLAND 1;,
~- ..~_._,
The petitluner(s) nt,ovr.-named swear(,) or allirrn(s) that the statements in the foregoing petition are
Irue und correct to the be'SI 01 the knowl('dge aod belief of petitioner(s) and that as personal represen-
tative(s) of the ubove decedent petitioner(s) will well and tl'uly administer the estate according to law,
Sworn to.. or affirme8 and snbseribcd (jZ,c,_LI":.t;~--'i,v,::>::.=.l~Li{.~ '~
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1E~6t lIill aub WestaUttut
OF
IWNA B. KEIWRH
I, EDNA S. KEEFER, of th~ MunidpalIty of HermItage, County of Mereer and
Commonwealth of Pennaylvaniu, being of Round and d:l.spoRing mind, memory and und(,r-
standing, do hereby muke, publish and declare thi.a to be my Last Will and Testa-
ment, hereby revoking all Wills and CodIcils at uny time heretofore made by me.
FIRST: 1 direct that ull my legal debt" and funerul expenses be
paid as soo-n-;s-conveniently may be after my decoase.
SECOtID=- All the rest, residue und remainder of my estate, whether
real, personal or mixed, of whatsoever naturo and wheresoever situate, of which I
may die seized or possessed, and all the property of which I may be entitled to
dispose at my decease, I give, devIse and bequeath unto my husband, DALE S. KEEFER,
to be hIs, his heIrs and assigns, absolutely and In fee.
THJRD: In the event that my husband, DALE S. KEEFER, fails to
survive me, I then give, devIse and bequeath all the rest, residue and remaInder
of my estate, whether real, personal or mIxed, of whatsoever nature and whereso-
ever sit~ate, of which I may dIe seIzed or possessed, and all the property of which
1 may be entitled to dIspose at my decease, unto my daughter, BEVERLY ANN KEEFER,
to be hers, her heirs and assigns, absolutely and in fee.
!_OUR~l: In the event that my daughter, BEVERLY ANN KEEFER, fails t
survIve me, I then give, devise and bequeath all the rest, residue and remainder of
my estate, whether real, personal or mixed, of whatsoever nature and wheresoever
situate, of which 1 may die seized or possessed, and all the property of wtich 1 ma
be entitled to dispose at my decease, unto the following instItutions, in the pro-
portions hereafter set forth, to be theirs, their successors and assigns, absolutel
and in fee:
(A) One-third (1/3) of my residuary estate unto the McDOWELL
NATIONAL BANK OF SHARON, PENNSYLVANIA, IN TRUST, NEVERTHELESS, for the benefit and
use of the PENN LAKE GIRL SCOUT COUNCIL, INC. One-half of the annual interest from
said fund to be used for program development, The remaining one-half of the In-
terest from said trust shrill be used for Council operstions and not for capital
improvements.
(B) One-third (1/3) of my residuary estate unto the BUHL-
HENDERSON LIBRARY, to be added to their endowment fund and the annual interest is t
be used as deemed appropriate by the Librury Board of Directors.
Hiram, Ohio.
interest from
ship potential
anagement.
(C) One-third (1/3) of my residuary estate unto HIRAM COLLEGE,
This amount is to become a part of the scholarship fund and the
said amount is to be used annually for a student who shows leader-
and/or interest in pursuing a career in non-profit organization
FIFTH_=- I nominate, constitute and appoint my husband, DALE S, KEEFER,
to be the Executor of this my Last Will and Test~ment, he to serve as such without
ond. In the event that my husbund, DALE S. KEEFER, fails to survive me, declines
or is unable to serve as Executor, I then nominate, constitute and appoint my
daughter:, BEVERLY ANN KEEFER, to be ExecutrIx, she to serve as such without bond.
In the event that my daughter, BEVERLY ANN KEEFER, fails to survive me, declines or
is unable to serve as Executrix, I then nominate, constitute and appoint THE
cDOWELL NATIONAL BANK OF SHARON, Sharon, Pennsylvania, to be Executor, it to serve
S fl11ch without bond. Suid Executor or Executdx shall have the right to sell In
hole or in part any of my real or personal property, at public or private sule,
ithout approval of any Court, and wHhout liability upon any person dealing with
the saiel Executor or Executrix to see to the proper application of the purchase
rice, for such prices and upon such terms as my saId Executor or Executrix may
leem proper, making, acknowledging, executIng and delivering nIl deeds and other
\
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INHERITANC TAX RETURN
RESIDENT DECEDENT
(TO BE FilED IN DUPLICATE
"A"IOBU",', '^ !7IOl,BJ1! : WITH REGISTER OF WillS)
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COMMONWEt\lHt OfPfNN5YlVAI-UA
DEPA~fMW' Of IHvWUE
J>0Sf OHief SOx 9n~
IXI 1.
15-IK5tl
FILl NUMBlR
<:2 I
q7f)
509
,(OUI,ny CODE
,--"~---'--":"':':""':'c''if)1 c t 6 ITii"'; '(('j:l:ifiT'.;-f'~' ,\OC;~~-".~'----
,
i TilA Woods at rP.dar !{un
I B?.4 L.isbuffi Hoad, Apt. 422
ramp Hill, PA 17011
( I\lflly ~un~l.:.-laoo ~_ _ __ ~ .~_.___~~_c
I.-j J. Remaindo( Relurn
(for dol.' o.f dealh prior 10 12,13,821
5 Fodera I E$101e Tax
Return R(Jquired
__ 8. Total Number of SClfe Deposit BOlles
YEAR
.~.~MBEk
W.\i(()i8IRirl
i"/"U/1~ ,
Orlgin{ll Rolurn
2, SupplormHllol Roturn
19. If line 18 is grealer than lino 17, enter the difference on line 19. This is fhe OVERPAYMENT,
eo
20. If line 17 is greclfer thon line 18, tinter tflO differeme on line 20. This h the TAX DUE.
A, Enter the inteteH on the blllonce duo on line 20A,
'J 4. Limited EitC1tO
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I 8) ~.653.A1_________.. ."
(151 ...J.10. 725.44
(111 -----24.tJAB. (J3____.
1121 _..110,,.'125..A1l
(131 _______Q..!-9_9-._.,________
1141_..J:7,Q..:725..A4_______.
X .06" __1!:9~ 243..'.5L___.__..
; 40. Futuro Inleresl CompromiHl
If or dole' of deolh ofler 12.12,821
[-Xl 6. Decedenl Died Testot" .) 7, Docedl'lnl Maintained 0 LiYing Trust
(Allo,h copy of Will) IAllo,h (apy of Trvll)
ALL-c'ORAESPONOENCE AND CONFIOENTiACi'AX-iNPORMATIO~i'SHouiD'iiE DliiicTEO-fo;----------'----------
..... r.fA).,F.' _.H_" u.m .~"...h"_~.._"__ ..."".~ -"n"'.--.-~--.-.--~-~.-~6MPlETe MAllI~W ADDQFSS
ta~
:: :!: 1:1 hE' ". .___._ --~---ll DAborah A. HughAS, Attorney
O z ,J:lBmrah.A... . ug es..,__..~,6..t;1IJJ,rf.j,
u 0 HlfPfitS"NfN\!MBEfl: ~C\8 North StI'AAt
0.
1..717 l ~34-'1125 P.O. Box 961
,-- -,_,.___~==~.__.~-___",7.__.-__'--,,______,~,__~- --. ,--"--.=--,----~., . --'lWrLio"......g/-?Jr~~_1~8"-~6-1---~---- -< -
1. Re,,1 ElIol' (S,hedvl. AI ( I) ____n_____.D_..QiL,.________
2, ,Slo,k, and 8ond, (Sch.dole 81 ( 21 ____.___Q_~9.2..____n__
3 CI",ely Held Slock/Porlne..hlp Inlere'IIS,hedvle q (31 _u______Q,LO..D.____._.__n__
4, Marlgoge. and NOle' Rec.i'obl. (S,hedule DI ( 4) _________~20
5, C",h, Bonk Deposlis & Miscellaneau, Por,an,,1 Properly I 51 _...5Q.(l__.ll'O_____u_..-------.
ISchedule EI .
6, Jainlly Owned Properly (S,hedvl. F)
7, Tran,fe.. (S,hedule GIIS,h.dule l)
8. T otol Gross AHa" (Ivlal lines '.7l
9. Funeral Expenses, Administraliye COSh, Miscellaneous ( 9)_12.262.20
Expen,,, (Schedule HI
10, D.bl', Morlgoge llabililie" lien, (Schedule I) (101 -----.l2.1>65...BJ___~
11. T 01,,1 Deduction' (Iolollioo, 9 & 101
12. Net Value of E$lote lline 8 minus line 111
13. Charitable and Governmentul Bequests (Schedule JI
14, Nel ~~~~~Iecllo Tax Illne 12 mlnu.line 131
15. Ami:lunt of line 1.4 taxable 01 6% ratf/
Ilnclvde 'olve, from Schedvle K or Schedul. M,I
16. Amount of line 14 taKable 0115% rola
(Include values from Schedule K or' Schedule M.l
17. Principal tall. due (Add lelX from line 15 nod from lin~ 16.)
1 B. Credits Prior PClyments Dhcount
(161_..____'_n____u__~~....,_..,x ,15.
(17)
Inlerest
Ct.mc!c hore if you ."e requesting 0 refund of YOllr o\lerpd.yment.
118)
1191
(201
(20AI
120BI
----10,20..53-.
..,....,O.OQ.,
_JQ,24l~53.
B, Enter the tolal of line 20 Clnd 20A on lino 208. This is the BALANCE DUE,
._..!!'~_~!__~_~.!~k...~~y_~.bI9 ~~:... ~~_9_!~_I_!r__~!_'!!.~~~~__~_!J_!~,_t___
-----------....'BES1J'RETOANSWER-ALL QUESTiONSOli'REVERSE SIDE-AND-YO RECHECKMA nl';.-~'-----'-----"
0.;cl~r pen~,-.;rp;;j;;-y,'IJ;ck;;~-.th~tlh~-~~ .~.;o;~-;;;.;~~~i.!hi.~.;~.I~;~:i~-~j';;ai~;g-~-~-c-;~-r-~1-;;ying Iche~ful;;-(~d-_;-i~'i~;~-;;t;~.orld Ic;the best of my knowledge and b~Tj~f;
It 1$ true, carrect and complelo, I dedme Ihot 011 real 61tojO hell bflon rQPorted at true mnrkat ...alue, Declaration 01 preporer other thCln the per10nclI ropro,ontoti'lo i~
baled on all informCltion of which prepClror hm eWf kl'lDwlndgtl
@S-',GG:'?"_U"'~O OO-,:~p',:\trCio.5T":,5~,~,.~'.,lA~_,l:t,'pf,.~EL'-s~E':',':,:,',':" UH I~~::~y A. KORfF!!: , 04 ]P,ln' -~,P,'W<n)oo l<oad. APt.;~B :~/.,',Y~-~~~~ ??
,~ 1f1t'\f'OTi ,{t ,'f" ,"'" .'Ol""; Hat-t:sdalR, NY ""
~t~ I \11"1 IX t IJ Bill
(O",MUNWE~l1t1 0' HN~l$'1r/.W^
l~mfRIIAN(E.rA~ MflUMN
IUIOfi'lr Of(fOHl1
SCHEDULE F
JOINTLY-OWNED PROPERTY
,-,
ESTATE OF
___E:QN~.H. KEgF'EJ!:L.._._.
-- ~ --. ~.--.._, --,.~.._..-"_.~
----~---,,------- ----m--iF1LE NUMBER
___L J,9~n.QQf\0.9____.
Jolnl tonontl')1
_________.____._. NAM_E_ mm._____"'___.___ ,
A. Elf<Vl!rly A. Keef,er
ADDRESS
_ RELATIOt-l_tlill'_!Q_D..E~Eo.EIIl!..__
Qaughter
64 Pil\ewood Hoad
Apt T. B
Hartsdall!, NY 10530
B,
C,
--~--
Jolntly.ownod proportYI
_--'___r_. -_._~-~--
ITEM LETTER DATI
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBER JOINT MADE DESCRIPTION OF PROPERTY OF ASSE1' % INT, DECEDENT'S INTEREST
TENANT JOINT
-"
1. A 1988 24 Shams I3Illl Atlantic Stock
@ $72.58 1,741.92 50% 870.96
2, A 1988 100 Shares Ohio l<1:1ison 444
Preferred C @ $60.00 6,000.00 ~iO% 3,000.00
3. A 1988 1860 Shares Westinghouse
Electric @ $20.04 37,274.40 50% 18,637.20
4., A 1988 19161. 858 Shares Dean Witter
U.S. GoveI'T1lll3nt Services
Trust @ $8.93 171,115.39 50% 85,557.70
5. A 1988 31377.866 Shares 10S High
Yield Tax Exerrpt FUnd @ $4,53 142,141.73 50% 71,070.86
6. A 1988 PIIC Checking Account
#51-4022-9747 32,033.50 50% 16,016.75
TOTAL lAlla onlo, on IIno 6, Rocapltulatlanl
(If more 'pace /5 needed InJsrl additional sheeh 01 same size)
53 47
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.,
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,
!
1Enst ~milI nub QJcld~UttCltt
OF
EDNA S. Kl\liJo'ER
I, EDNA S, Klml"lm, of tho NunJclpaUty of lIermJt:lIge, County of.Nercllr and
Commonwealth of Ponnsylvllnlll, beJng of sOllnd IInd dlspo"lng mInd, memory llnd under-
standing, do herehy milke, puhlIsh IInd do<:lnr<' this to ho my I,IISt Will IInd '1'''"1:11--
ment., hereby r"voklng 1111 Will" IInd Codicil" ul: uny time heretoforo mildo by m,'.
FlItHT: l direct thut 1111 my "lugill <IubtH lIlld fUllerul PXpl!nHl'H In'
ptdd as sO;~~~~H-'c(JnV(!lIl(]l\ljy IIIUY ho lifter my de('w.IHU.
SIWOND: ^] I tilt! rOl:lt, l"lwJUtlC und rt..!lnll.indor of my e~Hute, whetlwr
roal. pers~naC~i: 11l1xed I of whuteoevcr lwlut'o ulld wlH!"c~wever Bltunt~, or wh1ch I
may die sehlld or pOlllleuuBll, /lnd 1111 tha property of wldeh I may be entitl,~d to
dispose Itt my deoollse, I gIve, deviue IInd he~ueath unto my hushand, DALE 8, KEEJo'EH,
to b" his, his helrB Ilnd aBsigns, ubsolutoly and In fee,
'J'HIigl.1, In the event. thilt my husband, DALE S. KEEFER, fails to
survive me, I then give, devise and he~ueuth nIl the rest, residue and remnlnder
of my eBtate, whether real, perllonal or mixed, of whatsoever nature and whereao-
ever situltte, of which I \nay dIe seIzed or posBessed, and all the property of "hich
I may be entHled to dispose at my decease, unto my daughter, BEVERLY ANN KEEFER,
to be hers, her heIrs end assigna, absolutely and t.n fee,
FOU~TI!.!. In the event thllt my daughter, BEVERLY ANN KEEFER, falIa I:
aurvive me, I then gtve, devise and bequeath all the rest, reaidne and remainder of
my eatate, whether real, personal or mixed, of whatsoever nilture and "heresoever
sHuate, of whIclt I mny dIe seIzed or possessed, and all tlte property of wht.ch I ma
be entHled to dt.spose ut my decease, unto the follOWing InstJtllt:Jons, 1n I:lte 1'1'0--
portioos t'er~after set fort}l, to be tl\eirs, ttle1r Hllccessors i'Ild 1198iglls, 81}Bollltt~1
and in fee:
(A) One-thJrd (I/J) oC my l'esldlllllY estnte IInto tlto NellOWELL
NATIONAL BANK OF SHARON, PENNSYLVANIA, IN TRlIS'I', NEVERTHELESS, Cor tlte bellef.lI: lInd
IIse of the PENN LAKE GIRL SCOll'l' COllNCIL, INC. One-hal f of the annual Interest from
said fund to be uaed for program development, The remaInIng one-hlllf of the In-
terest from aaid trllst ahall be used for Council operations and not for ellplta1
improvementa,
(U) One-third (L/J) of my reatdnury eatate unto the IlUIIl,-
HENDERSON LIBRARY, to be added to theIr endowment fund and t.he annuli 1 interest 1s t
be uaed aa deemed approprIate by the Library Iloard of Directors,
Hirum, OhIo,
Interest from
ship potential
anagement,
(C) One-third 0/)) of: my resldnary estate nnto lURAN COLLEGE,
ThIs amount is to become a purt of the scholarshIp Cund and the
sllld amount Is to be used annually for II stlldent who ahows leader-
and/or interest In purauJng a careor in noo-proflt organIzatioo
JTF'I'I!!. J nominal:e, r:onBUtut" and 111'1'011\1: my husband, DALE S. KEEFER,
to be the Executor of this my Lust Wlll and 'l'estam"nt, Ite to serve liB slleh wHhout
ond, In tlte event that: my hllBbund, DALE S, KEEFEH, f,dls l:o uurvJve me, declInes
or iH unablo to ~CI'Ve as EXul:lItor. 1. then nominate, (~OIll:lL-Jtlltf:! and lIpp'J:!nt illY
daughter, BEVERLY ANN KEEFER, to be E"ecutrl", alte t" u"rve liB sur:1t wHhout hond.
In the event thllt my dallghler, BEVERLY ANN KEEFIIR, ralls to Burvlve mo, dec I.Ine" or
iR unabl/~ tu sorve as Executrix, r thon lIolldnute1 COIHHIt:lllu lint! Uppollll TilE
eDOWIILL NATIONAl. !lANK OF SHARON, 8111\1'011, POllll"ylll'"1Ia, to he l\xllcutnr, it to ""I'Ve
'" such without hond, 8111,<1 g"ecutor or Executrix sl1l\11 have the right: to Bell 'Iu
hole or In part any Dr my real or personlll property, at puhllc or prIvate sllle,
Ithollt approvlll of ony Court, and without 1J.llblllty upon any person deulIng with
the saId EKecutor or ExecutrIx to aee to tho propel' nppll.cotion of the I'urehllse
rice, for such prices and upon such terms aa my said EXflclItor or ~~Kecutrlx may
eem proper, makI~g, acknowledging, executIng and dell.verlng sll deeds Ilncl other
...-... ----...--....,._,-~-.".~ -~--.-.._--..~~._._......~
-___...____~r_..._.
AW-I
INVENTORY OF REAL AND PERSONAL EST A'I'E
In t~, "aUIf IIr t~r E.lal, 1lr..."".r:~X'i(U;l,\"l\f:\[::J.:T';I\",,,,,,,,,,,,,,,,,,,.,,.,,,,,,,,,,,,,,,,,,,,
CUI.\IlxlJ:.l'lIld
lale of ""r;'IWIDJ,I;I.,I.J..Jxm;),1,I9h",,,,,.,,,,,,,,,,,,,,,,,,,ln the Coullty of I\JUlfll\l'II\c:;late of Penna" deeealled,
Jnaelllorg of the real and personal ealate wblch were of the above-named
F'..dna R. KAAfAr d'c" d T k did
...................".................................."............""......."."1.."..... '" ......se. a en all .ppr'le
the "".d';;'""", day of ,A).(J,III?r.O,W:L",,,.19'lJ,
(Date of death ,i"iI.9.9!.'A7"""",,,,,.)
1. '1'll1lg1bl.) pAnlonal Pl'Ol~'~ty 'i00 00
2. 24 Sharas Bell Atlantic Stock @ $72. 'i8 870 9b
3. 100 Sharas ohio F'..dison 444 PrAfArrAd (' @ $60.00 ~i,OOO 00
4. . 1860 Shares WAl1tinghousA EIActric @ $20.04 18,637 20
Ii. 19161.858 Shares DBan WittAr U.S. GoVArnnIFJnt fiArviCAS
Trust @ $8.93 85,'\57 70
6. 31377.866 ShaI'AS 10S High YiAld Tax F'.xAmpt Fund
@ $4.'\3 71,070 86
~ PNr' ('t~cking ACCOWlt #51-4022-0747 16,016 75
I.
1'"\
"-,
--
"
o(i
TOTAL
lq'i,6'i'~ 47
RECAPITULA TION
Appraised value of PerQon~l Proporty ......,..'..'""".".."."..."."".....,....",,,,,............, . .,J..~~,.6,?t1...4.7
AppraJaed value or real estate ...", '0""'" to ,." .,..,., ".... " of" .......' "" ," .,. ",j""............,. . .....II".....q..no
Tolal appraised value...... ,.......,........,.. II .., ...... .,.,,,.,.OJ ......."'''OIlj ...~""I.,.' H.. 11.1'''' Ij . ...Qn,,~;3W14. 7
AFFIDAVIT OF PERSONAL REPRESENTATIVE
CLmJa.I;land
County of IJItUfIIIIIlII. ..:
.,. ,~V~;l;'J.y., 1>.\. ,K~~.f~~.."...,..,..,.,....,.,...,.....""..............",..... I......".............."......... ..,.... """"
~ of the F.~tRtc of...."~-:9:~~,,,~,...i.~~,~,~7:,,.,,",..,,..,,",,....,,.,,..,,.....,,,,...........",.."....".."
dec~a8ed, being duty""".""""~m""""",,,,,,,,,,,,,,,,,,,',,,,,,,,,,, according to law, depose and aay that the
Items.ppe.rlng In the Inventory include all of the personal aRsets wherever .ltu,te and .11 01 the
real estate In the Commonwealth of Pennsylv.nia of said decedent; that the valu.tlon placed oppo.lt.
eudl Item of said Inventory represents Its fair value as of the date of tbe deeedent's death; .nd that
decedent owned no real e.tate outaide the Commonwealth of Pennsylv.nla exeept th.t whieh appear.
In a memorandum at the end of the IIl\'entory, ak ' f /'
........"............."...........". and subscribed r-::) 4 /: ~e-t"-1...
I f II d f "1;, ' , '''".,,'~.~'''' ""v.f..,,,,I.f:.,,.,,:. ,,;'" ". """i""""
Je ore Ole t 1 ~...."...""""."".,,",,.,," ay 0 JIl lor. Admlal.tNto
,....",,,.,....,..,..,,..,,,..,...,..........1 A. D, 19,......" ~4 Pi 0C>d. Ho d Ant T B Hartsdale NY
"",',..,.,,,n~,..,,,,,,,,.,Ii.,,!..,',...,,.:....,~...!,""",...,,...........:
'.",......;....................,..,.........".,...",,,,,,,............ Add.....
10530
INSTRUCTIONS
I. Ao 'o,.ntory mu.t b. GI.d wltbtn tbr.e roootb. otter appotntmeot of perillo.. repre..atltl...
. a. A ..ppl.meotlt loveotory muet be ated ..ltblo tblrt, daye of dl.oovery of addltloo.. ....ta,
a. Addltlona. .b..te may bo attaobod .e to por,",oall' or realty.
I. s.. Artlolo IV, Jl'tduotarl.. Aot of lalt.
I
,
,
r
I j
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t
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I' UlI ~ ~ ~ I
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/5/,}:'') "/
COMMONWEAL TH OF PENNSVI.VANIA
DEPARTMENT OF REVENUE
.U~EAU Of INDIVIDUAL TANES
IHm:RITAHCt T~K r.IV1S1nN
DEI'l. l80MI
ttARRISaURG, PI. i1tZfI-0601
NOTICE Of INHERITANCE TAN
APPRAISEHENT, ALLOWANCE OR DISALLOIIANCE
Of DEDUCTIONS AND ASSESSHENT Of TAN
03-16-98
KEEFER
06-06-97
21 97-0509
CUMBERLAND
101
E Aeounl R..lIt.d ]
-= .~ ,-= - . --
---~_..__._-"---
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiEV = is,,"; - Eif" AFii" i 0'9" =97Y -NoncE". of. i"tiHER i i' ANcE" "fAx "A'PiiR'A"i SEMENT ~ - -A i. i"ciwiliicE - 'OR. -" -" - 0" - - - -. -. --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EDNA 5 FILE NO. 21 97-0509 ACN 101
DATE
ESTATE OF
DATE OF DEAl'H
FILE NUMBER
COUNTY
ACN
DEBOnAH A.HUGHES ESQ
258 NORTH ST
PD BDX 961
HBG
PA 17108
ESTATE OF KEEFER
TAN RETURN WAS, (X) ACCEPTED AS FILED
iiillifVATION CONCERNING FUTURE INTEREs'r " SEE REVERSE
. -
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1, R..l e.t.te (S~h.dulfl A)
2. stock. eno Bond a ISchedule DJ
5. Clolely Held ~to~k/P.rtn.r.hip Inter.st ISchedul. C)
4. Hortueg../Not.. Receivabl. (Sch~dul. OJ
s, C..h/S.nk Oepo.1ta/H1Ic. Perlonal Property (Sohedule E)
6, Jolnll~ Own.d Pr~.rly (Schedul. f)
7. Tran_fers (Schedule OJ
8. Tot.l A...t.
( ) CHANGED
(1)
(2)
(51
(4)
(SI
(6)
(7)
,00
,00.
,00
,00
500.00
195 .153, 4L
,00
(Sl
APPROVED DEDUCTIONS AND EXEMPTIONSI
9. Funaral ExpDn.../Ad~. Coatl/Hiso. F.xp.n... (Soh_dula H)
10. D.bh/~lortSl.g. LhhU1U../Uan. (Sohedule X)
11, Total D~ductlon.
12. Hat Value of T_x R.turn
13. Chadhbla/Govarrtllant.l hqu..ts) Non-ahcted 9115 Trult. (Sch.dul. J)
14. Nat Valul of Est.t. Subjact to Tax
If an aflsessment was issued previouslY. lines
re'flect figurllll that include the total of M,b.
ASSESSMENT OF TAXI
IS. AMount of Lin. 14 .t Spou,.l rat. (IS)
16. A.aunt of Un_ 14 taxable .t Una.I/CI... A rat. (16)
17. Allount of Lin. 14 taxable at Collateral/CI... Brat. (11.
1,1). Prinoipal Tax Due
NOTEI
TAl< CREDITS I
PAYHENl
DATE
12-30-97
RECEIPT
NUMBER
AA242605
DISCOUNT I.)
INTEREST IPEN PAID (-)
,00
12,262,20
12.665,83
UIl
U2l
USl
U4l
(9)
ClO)
(:...
*
HW-IHI'_". cOt,tll
EDNA
S
DATE
03-16-98
NOTE I To insure proper
credit to your Iccount,
.ub~lt tha upp.r portion
of this for~ with ~our
h)( pM~"flnt.
195>653,47
?4, Q28~
170,725,44
,00
170,725,4'l.
14, 15 and/or 16, 17 and 18 will
returns assIssed to date.
,00
10,243,53
,00
10,243,53
10,243.53
.00
,00
,00
" IF PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST.
t IF TOTAL DUE IS I.ESS THAN n, NO PAYMENT IS REqUIRED,
If TOTAL DUE IS REfLECTED AS A "CREon" (CR), YOU MAY BE DUE
A REFUND, SEE REV~RS[ SIDE Of THIS fORH fOR INSTRUCTIONS,)
,00 N .00,
170,725,44 N ,06,
,00 N,15,__
(8)
AMOUNT PAID
10,2(,3,53
TOTAL TAX CREDIT
--'
BALANCE OF TAX DUE
----
INTER~ST AND PEN.
TOTAL DUE
0\
(.,
.-
....1
,'0
'~l"
::ij
, ,
ii'
~(~
.'1 ~
0u
RESERVATION I E.t,t.. of HO'''''' dvlne on or btlar. heutHlr 12, 1912 ~- if eny future Int.rut In the ..t.t. h trand,rred
In pa.....Jon or enjoY"lnt to ClIII I (on1hteraU blneflcl'rl.. of the dleldent .U.r thl Ixplratlon of any ..t.te for
11'. or for Yllr., tM C~w..lth Mr.bv Ixpr...b r...rv.. the right to IIPpr.h, and ...... tren,f.r InhtritltnOl h)(..
It the hwful Chu . (coll1t,r,ll rat. DI'I My luch future lnt.r..t.
P\I1POSE 1M'
NOTICE I To fulfill thl r'q\11r..~t. of Section ZUO of the Inhlritanol and Eltnto rax Aot, Act 21 of 1995. (72 P.S,
Slotlon 9140),
PAVtc[HTI Oetlch thl top portion of thll Hotlcll and lubMIt with your ply..nt to thl RIght,r of lUll. printed on the rlv.r.. .IIM.
ullah l)hlck or IIOnaY order payable tOI REGISTER OF HILLS, AaEHT
REFUND (CR)1 A r.fund of . taM oredlt, which Wft. not r.quut.d on the TIl)( R.tllrn, elty b. r.q....sted by c0IIp1.Uno en '"AppHo.Uon
for R.fund of P.nn.yjvanh Inh.rlhno. nnd Eltat. Tell" (REV-UUL App!iclltlons ar. .v_llu1. at tho Offic.
of tno R..lst.r of Wills. any of the 23 R.vllnue Ohtrltt Offic.., or by calling the speelal 24.hour
answ.rlng servloll ~rs for for.. ord.rlngl In P.nn.vlvanla 1-8DD-362~2050, out.lde P.nnsvlvenl. and
Mlthln 100a1 Herrhburg .r.. (11) 717~a09ft, TOOt (717) 772-2252 (Hurlng I~Qlrld Onht),
OBJECTIONS I Any p.rty In Int.r..t not s..t!lft" Mlth the Itpprals.ttent, _Uowanco or dl..lloollMe of ~tlonfl, or n.....llent
of tllll (tncludlna dlsoount or tntllru\) .. shown on thl. Notlc. IU.t obj.ct Mlthln ,IMty (60) dlY' of reo. Apt 0'
thll NoUea bYI
uwrltten prota.t tu th. PA D.parte.nt 0", Rll~'.nue, !Ioard of Appuh, DClpt. lll021, Harrhburg, PA 11l21ld0211 OR
--II.otlon to ha'le tM ..thr dllhr.IMd at audit (If the account of thll pll"onal rflpr.santaUy", OR
u'PPoel t~ th. Orphan,' Court.
A~IN
lSTRATlYE
CQftRECTJONS I
rllctual error. dhcov"ld l)f1 thh au.....nt .hould bll addrulIlld In wrltln; tal PA Capart..nt of Rlvlnull,
IUrll~ 0' IndlvJdual TrlAU, ATTNI POlt hu....nt R.vl.w Unit, O.pt. 280601, Harrisburg, PA 1712a~0601
Phon_ (117) 781-6505. S.I pall. ~ of the booklet "In.tructlons for Inharlhncll TIlC Roturn for . R..I~nt
DI~lcMnt.. (REV-lSOU for Irl Illlplatllttlon of lIdalnhtratlvlh corrllotabl. arrorl.
DISCOUrfTI
If InY talC doll II paid within thr.. (3) cahncJar fIOflthl IIftar the daudent'. daath, II flv. parcllOt (5:0 dhcount of
the tllC paid I. Illow.d.
PENALTY I
Tha 15lC till( MMsh non~p.rtlcJpatlon p.naltv It CO"JIutld on the total of tha hM and Jnhrut .....ulld, and not
paid bafar. JlnUery 18, 199t., the first day aftllr tlllI f>mJ of the tax aanuty ptrlod. This non~pllrUdpatlon
!'Ilnalty It ItJlPllalabl. In th41 ..n. aarvlwr find In the \1'. lue tl.. p41rlod ... YOU would appeal t.h. hM and Int.rut
th.t h.. b.en ......ad .s IndlC8t~ on th I, not lea,
INTEREST I
Int.rut It charged beolnnlnll with firs' d.y D' d.Unquln{lV, or nlnl (9) .onth. and ana (1) day froll thl date of
dllth, to the dete of pl)'Hnt. TllCn which tHtCMO dalJnqu.nt b.for. January I, 1982 blllr Intllrnt at th, rite of
1111 (6:0 p.rc."t p.r IN'It'IUIl calcllhhd ot . dallv I-atl uf .000164. All till" which beclNte dellnqwtnt on end aft.r
Januery I, 191Z will baar lntara.t at a rata which 101111 ~ary fro. cal.ndar vear to cal.ndar v..r with that reta
snnounclld by tM PA Daplrt..nt of A.vMlUtl. Tn. applicable Il'lt.r..t ratu for 191Z through 1998 .r.1
If.!!; Intlr",t Rlltll O.lh Intlrut f8fJtor :tlli Into,.lt Reh Oellv Int.rut Faotor
1982 ZOiC ,0005118 1987 " .000Z47
1983 It.% .000438 1988-1991 11% .000.501
191. I1lC .000501 1991 'X ,000247
I'U I1lC .000Ht. 1995-1994 ]X .000192
1986 10lC ,000214 1995-199a .X .000Z47
--Int.r..t I. calculatlld .. follow'l
INTEREST' IALANCE DF TAK UNPAID K NU"IER DF DAVS DELINQUENT K DAILV INTEREST FACTOR
.-Any Notlc. I..ued .ftar the tall DecO..' d.llnqullnt 101111 r.fl.ot In int.r..t c'laulltlon t~ fl't.an (IS) dlY'
bevond thl! det. of the us.suant. If paVlant h II. .ft.r thl Int.,.st CoaputlUon datil .hewn on the
"tottc., addltloOllll Int.rut IlUlt be calculltlld.