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LAST WILL OF CHRISTIAN P. KEIFER
I, CHRISTIAN P. KEIFER, who now live at No. 529 Market Street,
Lemoyne, Cumberland County, Pennsylvania, hereby declare this to be my
last Will and revoke all prior Wills and Codicils made by me.
,. I devise and bequeath premises No. 529 Market Street, Lemoyne,
Cumberland County, Pennsylvania, together with the furnishin~!s therein,
and any insurance policy on such real and personal property, to my daughter,
JOANNE LORENE KEIFER, if she survives me by sixty days.
2. I devise and bequeath the residue of my estate, of every nature
and wherever situate, to such of my five children, JOHN C. KEIFER, NANCY
L. KIRKPATRICK, MARY ANNE RYAN, JOANNE LORENE KEIFER, and
CHRISTIAN P. KEIFER, JR., as survive me by thirty days, in equal shares.
3. Should any of my said five children predecease me or die on or
before the thirtieth day following my death, I devise and bequeath the share
of such child to his or her issue per stirpes living on the thirty-first day
following my death, and should any of my said children leave no issue living
on the thirty-first day following my death, I devise and bequeath the share
of such child to my other children or to their issue per stirpes living on the
thirty-first day following my death.
4. If a guardian is necessary for any property which passes either
under this Will or otherwise to a minor, including any of my grandchildren or
great-grandchildren, and with respect to which I am authorized to appoint a
guardian and have not otherwise specifically done so, I appoint the surviving
parent of such minor as the guardian of such property. Such guardian shall
have the power to use principal as well as income from time to time for the
minor's support and education, including college education both graduate and
undergraduate, and to make payment for these purposes to the minor or to the
person taking care of the minor or to the educational institution the minor may
then be attending, and to make distribution of the balance of said property to
the minor upon his or her reaching the age of eighteen years.
5. I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed, shall be
paid from my residuary estate as a part of the expense of the administration
of my estate.
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6. All interests hereunder, whether principal, income or remainder,
while undistributed and in the possession of any fiduciary named herein, and
even though vested or distributable, shall not be subject to attachment,
execution or sequestration for any debt, contract, obligation or liability of
any beneficiary, and furthermore, shall not be subject to pledge, assignment,
conveyance or anticipation.
7. My personal representatives, guardians, and their successors,
shall have the following powers in addition to those vested in them by law and
by other provisions of my Will, applicable to all property,' including property
held for minors, whether principal or income, exercisable without court approval,
and effective until actual distribution of all property:
(a). To retain any or <111 of the assets of my estate,
real or personal, without regard to any principle of diversification
or risk.
(b). To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds,
without restriction to investments authorized for Pennsylvania
fiduciaries, as they deem proper, without regard to any
principle of diversification or risk.
(c) . To, repair, alter, improve, mortgage or lease for
any period of time any real or personal property and to give
options for leases.
(d). To sell at public or private sale, to exchange or
to lease, for any period of time, any real or personal property and
to give options for sales, exchanges or leases, for such prices and
upon such terms or conditions as they deem proper.
(e). To exercise any law-given option to treat adminis-
trative expenses either as income tax or as estate tax deductions,
without regard to whether the expenses were paid from principal
or income, and without requiring reimbursement.
(f). To compromise any claim or controversy without
the necessity of Court approval.
(9). To make distribution in cash or in kind or partly
in each.
,.'l'J~, 2 -
21-80
428
No.
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
CHRISTIAN P. KEIFER
, deceased.
To Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania.
named in the Last Will and Testament of Christian
Petltloner(s) ~ (are) the execut.jrp~
P. Keifer
dated Ap.i1 7q 1 qRn
Decedent was a citizen of the United States and a resident of I "moynp
~Ip<(Borough), Cumberland County, Commonwealth qf Pennsylvania,
Decedent died on --5atu.rl~y
the
14th day of
limA
A.D. 19-8D-, in the
County of D~uphin , State of Pennsylvaniilt the age of -1!L years.
Decedent ~ (has not\ been married and tlllll'(has not) had children born to him ~ since the ex.
ecution of the above described Will.
Decedent was possessed of personal property to the value of $8700.00
and of real estate to the value of $2500.00
as near as can be ascertained; said real estate situated as follows balance due on purchase
rice to deceden of 6 Gear S Harr' r P ale.-
Therefore, your petitioner(s) respectfully apply(ies) for the probate of the said Last Will and Testa.
ment and for Letters Testamentary theron.
Dated June 24. 1980
*Agreement dated Jan. 15, 1976, and recorded in Dauphin Co. in Misc. Book "A",
vor. 16, page 267. t~~
Name and address '-'1IA:,r~ /'(lj;. , f
of Petitioner(s) Nan~. Ir atrlc"R
48 N. 8th St., Lemoyne, Pa. 17043
I\~~n~y.ffl' ~y.,-^-
R. D. 3, Box 943, Du&annon, Pa. 17020
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND j
Nancy L. Kirkpatrick and Mary Anne Ryan
ss
-5y.tn'rn
and subscribed before
agcording to law say(l\) that the
thew knowledge and belief.
71Ltw-y r! 7' fn(:::.:J
,;7~7/~':',-.j ~
named in above application, being duly sworn
statements set forth in this petition are true to the best of
me, June 24 19~
~1 @,~~
'dl Register -
Filed:
June 25.. 1980
Attorney George W. McKee
105 N. Front 5t"
~
HarriSb;9,
Po>, 171111
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register far the Probate of Wills and granting of Letters of Administration in and for Ihe Counly of
Cumberiand, personally came r)fcv,'vr/ 1-. ,k M~;-O ;t;A/:!?Jf i. ?h~7 C?-VVh.{.. Rc-0~r-......
who, being duly ?rw7'flrl1 _ ,do depose and say thaI as f, 4" to' ,( iz:) ,,!.-r t". ~
/
of Ihe lasl Will and Teslamenl of r'" Ii' ,~ -<1--t:-;/~~- f' f( ..1? " A
(; ~
fAf[ will well and truly administer Ihe goods and chattels, rights and credits of said deceased according to law. And
also will diligently comply with the provisions of Ihe law relating 10 Transfer Inheritances~Zfht ..!nd subscribed before me.
'~J;~1;:~
deceased
.D., 19~
_CU/"c:aJ
Register
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DECREE
Be it remembered Ihat on Ihe
25th day of
June
80
,A.D.,19_, Ihere was probated and
recorded the last Will and Teslamenl of
Christian P. Keifer
laleof
Lemoyne
, Cumberland County, Pennsylvania, '
Nancy L. Kirkpatriak & Mary Anne Ryan
Deceased. Letters Testamentary
were granted 10
Witness my hand and official seallhe day and year aforesaid.
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1178 Y Register. '
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
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REV-44910.1S}
RESIDENT OECEDF.NT
COUNTY OF__C_lJlvI~~~~AN~__
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IMPORTANT: This n~llltn must he C,\ll1ril~!l'd in dl'lilil alld lilt~t1 ill lil'plll'llll', Y.ilh all alludll'c1. willi Ihl' RI'lli~ll~r of Wdls of llw
CUllnly whCrt~ u'~I',.'.l"1l1 W...hlt'd; Hl~lllfll iN d'lL' withirllll!ll' I!IPlIllls :11""'1 dilll7 pI IIl'utll. llIlJl~"" ;lIll':olll'IISIOrJ is ~r;'lltL'c.J
hy lhl: S"C1eIiH)' HI' Ih''ll'IlW', ISl'~,tilll1 7(l:\ Ill' thl' Illheril.IIll'l' ,111(11'.~.lil~I' Tllli Ac:l of Ill/d,l
.............-.-..... "..----......
--_...._--~---~._-
-
IN TilE MATTER 01. Till': I'.ST '.'1'1-: (jl:
} "1'1'11)'\\'1'1' "I'
KXOllXXlOll Executrices
~1S~11;>\/c:~~~Jt:).\x
County"
CHRISTIAN P. KEIFER
--- --'--""'17"': "i.Ti7'i.c-; ;li~- i~\-.-.-i:~~':;~-;'---;:- FI'-I~:,~i :"---
~a'. al..__._nCJJmb_eJ:I~J:tcl ...___.___
Stat. of _penn.!)'.lvani'!......_...._._n_}
"!l:
Ca,"y al_.,O.a,uphin,_____........
N~ncy L. Kirkpatrick and_Mary, Anne Ryan., Executrices."
X~iHiX->>Xt)(tXX" - -'-01 th~ est~-tf! of lho. obn...~."eltTl"d dt'lcf'nl'nl being dilly $worn, Jf:po','~ and H~"
_ .... _._.....XSc~~li'ltx
Dcccdenl did .JJJOe
1 fL__. 19..80_{II'$IUIll tfl'fJ"ing (1 leal will. eo", ol....hlch is htHfllna\lnehcd. }
IDA 1') lyr.f.I~1 ,JOC)(I)('X
;"~O~JTHl
NO/TIfl and addr4l1S of oltow"y or }
other outhorltlld t1lprr-J.entalivft to wham
011 eorrupondencet shollld be m'liled.
_George...JY-,_McKe.e._E.sq ..._____, ---...
10t N. FrOJlt St. L..Har.risbJ,lrg,.,J'Jh..._J 71 01_..
That <\s such___J~xecutrices .dCpl)lH~nl is fi\lJliliM with tll(' affairs of said L.~taIL' aud tile.: prol1UfI.v cOlIstituting
1 Ey. Feu TO fb :.t:lM!I~ 1ST r~ A TO RJ
the assets thcr;..:of and tllt:ir fair mark~1 value.
That at the time of uealh therl.: was no safe dl.:posil ho.\ regislcrl:J in d~~~lklll'S ilHiJvIJuulll<lILlL:, ur jointly with, or
us agent or deputy of :J.llfJlhcr, or in dc~edcnt's illLlividuilll1alll~. wilh right of ;U:l:t:SS by tlllllllu.:r ,I:; agent (If deputy, with the
eXccflticlI of the following: -
NAME AND AD, I)~E;~ OF BA~K OR, OTH'~~ 11'1~-TI TUT'ION .-""=-=~f-~ :C'~-I,-,I-~'.SA F~'~;~~~~~~~-,:' B.~';;;-;'~.'~;;-~ ~E.l A;t~N5H'P- OF JOINT
IN WHI CH.~~~I.!...~~;!'.!~l:~~~,__=}~~,,~.::..~~~=-".:,P.t~~.;.~~=-__ __-"""=~= H~':I~~~.....TO DF-C~:DENT
Fultnn R~nk.-3r.d ~nrl C:~ldet:....sts...~-Har.r:isb.UI:g~--
P'__ _~.: . = ~_ J~,,:.~:~n~~Cb':~j':o~oed-"fe-
That thc contents or snid safe deposit box or hoxes are itemized under SdH;dulcs_B..,.,E_of this return,
wi th the cxc-eption of the following, for the reasons hcr~innrlt;r set rmth:
Thal Schcdl}/c A attnclu:u hereto and made part hereof sds forth flllly and in dctail all the real property
in the Commonweahh of Pennsylvania of which deceuent died having an interest lhcrcill. It :llso scts forth the
mortgage enclImbrances upon each parccl of real properly at the date of dealh, giVlllg the amollnt slill due at
death, name of mortgugcc, dute, ratl.: or illtcrt..:~t, U!lJ book unu page or record lhl.:rcof. Jl also sets forlh ill the
(,~olumns provided thcrdorc the asses:~cd \'uluutiml of each of said parcels, lhe cstimutl~u murkel valul.: thereor
as of date of death of decedcnt.
That Schedule B auaclwd heretn and mauc p<H1 ht:r....of ~cls [tHtII fully ami in detail all I'H:rsOIl1\1 property
whercso\'cr situtlteu o\\'ncd by the dee\:\lcnt at the timl' of dctHh: all 11lllI1CYS ldt by lhe decedent at the timt: of
death, whether in decedtnt's inllnl.:ttiatc possession, stillHliuJ; 10 den:f!cnl's C1'l:dit ill hanks of deposit. savings
banks, trust companies. or other in...tillltions, whcllJl~r individually, or in tfust fOI aw. idher persull or persons
giving also separately the a,-~crued intt'fllsl tlWfl'OI1, if ;lilY. down It'; the last interest Juy prior to decedent's
death in tht' case. of "livings b,tI1ks. and 10 the dato' of c1eccdet11'~ J~'ilth III ,dl \'Ih':r cases; all bonds, postal
savings, lrea:;ury certificates (Jl not..;s 'end ;i!ltel ~.'\'Hkllce or indchtcd:H:'-:S of l!l:: Ihlilctl Stall~S to th',: .:k-
cedent; 1111 obligations, whether hy sllltutc III agr~'t~Ill~'lll Ihl'Y arc dl.:tii.t;.u:lted as tax rll:~. uf (hl: lillilco States,
or any state, or politic~l1 subdivision thereof, or of any foreign cOllntry. which arc..own.~~ a~ tli:;.~~lp.y of lk:lth~_
all wearing apparel, jewelry, silverware, pictures, hooks, works of art. hOllsehold furllitur~, .horsc:->J. c.lrr,iagcs,
automnbilc.s, hoats, and any nnd all other rcrsonl.d chalh~is qf wllal:;ttl:Ver kind IJr natut'L', left hy_dccctknl,
together with the fairly estim.1tcd m,uh:ct value thl:'rcof; ,\II I'onds :Inti mongagcs hdd hy dt:cl~dcnl and of all
claims due and owing decedent at the time or ueath. and all Jlromissory notes or other instruments in writing
for the payment of money of which decedcnt died pussesse.:d, of whatsoe\'cr !IUlUn:, with interest thereon, if
anYI giving the fal.:l.: value and l:stimated fair lllilrkcl value therl:of, ilnd if stich eslimall'd fair market valu~ he
less Ihan the fuce value, it sets forth briefly tlw fl',usons for stich dL'JlP.:ciatioll as 10 c,\(:h item: all moneys
payable (0 the eslate from life i:n;:Jrancc policies c;t1ricd by decedent; all annuity i\nd enJowment contracts
the proceeds of which were payabl~ IIJlon tht' Jt:'ath of the decedent; all illlU thl' corporall. stocks and div-idcnds
due thereon and unpaid as of thc datt~ of death, honds and OIccfln:d inlcll:st thereun tll lhe Jail.' of dt:l~cdcl1t's
death and otht~r iove,stmelll securitil's flwTH~li hy the dc('(~d(~nl at lhc linw of J(~ath, ,\lith tll1.~ market value there.
of at such time.
In the cn~p. of' sl'cllrlt.1es 01' f!\'lSl' tJr r"lld! '. "t'l"pr I','ll J{'II';1 till' ',-nlnes n!porl.ed IH'j~ tlS fur liS
possiblo !:HIbstllnLtnt.(1(1 hy t'1nIHl('fl~l sl.Ilt,l'fll"nt... of' till' ;::ll')llll'llt.!rlns, :-.:lo.....llJ,l!, thl! /\s~()l.s /lnll Illlhtlltles
thl!rcof U5 (If' tlll~ dute uf' df.'nLh. The scllPllul\' IIJSO ~;"!~ (",II'I,1t th,. InU,!rl'st. ()t' ilecudelll, l~t Illl! tlmf! of
denth tn lUlr co-pnl'tnerslllp OJ' IJlHilnl'ss, Hull In SlI\'!!(Jrt of' Ilil' \'!)11/I' 01' suell .Interest there Is 1I1l1wxcrl tu
sulci schndllll!, t'Jnllllelfll st.nler.u'llls showln~Ulf.rt'i';,'I', Illld 1!:1ldlil,jl's nl'slllr1 (,o-fl(lrl1l~rsl1lp or hllslnnsrj.
A copy or till' co-p/!.rtlll>rslllp lll!,I'\~..mt'lIj" (If !~rlll. /1 "1:11",1"11' ""I'lll~', l'~)rlh IIl~ 1l1ltlll'(' or tllP It!~r~I'menl.)
togl.!t111~r wlth 11 stlltculL'Ilt. SUU,lll~ 1'01'1.11 I!JI' e1':lrIlC.!t'l' "I" :\1., lf~,'.illf"'~:'~, Jt.s !ocnUon, I1l1d slIch oU1t~J' l'llel,s
p~rll\lntng to till! husllwss itS nlllY Ill! pl'rl.llll'llt. III II I"tll' 1111'\ 111~,1. ItPIII',IISHJ or t.III" dt!cI_'llelll1h ll1t.UI'l!sl
tlH~reln nlltsthes\lbrn\t.t.I?d. 1t shollllllllsn ~wl. rlll'\.ll III llo'ln\7.I'd ,'onll. 1,1l~~l~t.I\(,I' wlth tt\l~ f'nir /Ilarket VlllllC
ther~!of, any OI.lIt'I' prOrel't.~' o.....w?d or h'~IJIl(!ldlwd b,y tIll' d"1"'o\"111 III l.h~ t.1JIlI~ of' ch'llth.
Tile Schf!'dule C Ilttnl~hHcl hereto hllll f1U1dl' pllrl Ill'!'''''!' sl'Is forl.ll II true IlllSwer t.o euch Inquiry
contnined therein Mid In t.he C'l1St.' oj' trllnsf't'I'l'; ol'prllpl'l'l,y, 1'.':11 01' l'i~rSnl1ld, within t.wo yeflr~ of' dr~c~edentl s
denth, in cont.emplation of' c1c('ec{e!tt.' 5 dl!llth, or lntf'nclf'd to I'llw .>"fl'et Jll pn'ss('s,'dOIl or enjoyment I~t 01'
after dellth, sfd.l schedule sets furt-II (,Ill? I1ll.tlll't~ Illld \'111 Ill' (II' slH'1l :q'IlPf'!.ty, 1.0 whom t.rllnst'erred, the
relatlonship or the trllnsfcree!. t.o tllo llecelllml., th~ prf1po,'l.ltHIIll,.! Slllll'.~ l'eeelvl~d hy each t.rllnsft!ree LInd
fl.ll other filets of' n Ilcl'tlmmt nature rel-:Jlrr1I11~ sulel t 1"ltlS!"'I'S, In t1w l:HSH fd' trflllsfers intended to
take cf'feet in }IN.session or en.lo~111t~nt. Ill. or Iln"l" rl\"";l, (lopr'i' h ItISll Iltt.nelll~(l VI tile SChcl)ule 11 COil)'
or the deerl, trust ligrcement or otlu~r inst.r111nenl. l:I'l~/ft1nJ!; till> tl'IISt. Thpl'" I,s Illso set forth In salrl
schedule /l list 01' nIl prop'~rty, renl Ilnd persotlul, wit.h IUi \"lllll.~, whh:h pll~_Res Ilt dnccchmt,'s IhHitll by
virtue of till:' exercise by dccudent, eilhel' Incl1viclllll] I~', nl' .I(JtIlt.ly wi I.h 11Ilothi'r, or any power of Ilt1polnt.-
ment \'estedlndlO!ceetcllt., eitlJfJr Imt1vlchlU11y or .10111(1:>" bytlw \'>Ilt, c1ol~1l. or oLher Inst.rument 0(' nnother,
with fl copy of' the Instr\Utlcnt crelltlng such power IlIUl~he{1 to the sellellllle.
Thill SCh()du/t' 0 n.ttllched heret.o Ilwl m1l11!' pllr!. herpof' ~f't:; f'orth t.he nurnes lUll) adrlresses of IIll
persons benef'ic1nllj' interested III thts esl,ute Ht, Uti' time oj' t1eced.('nl.' :,;; ltenth, the nnture of their rl1!i-
pcctive interests, their rclntiollship, U' nny. to till.' deeedent., to;;ethel' wll.h the uges at the time ai'
rlecedent's dcnth of ttll minors, IlTtnultflnts Ulllt twnef'ielllrtes !'or lire llIuter ltp-cedent.'s W111. It IlIso
contains n. statement showing which of t.he henertdul'les IlIUnerl In the IIp(~t!llf!Jlt.'s will, if any, died prior
to decedent, the dutes of t.heir nenth~ tilnlr jSS1W, 11111: t.llt' r'ldtltlonshlp ot' such issue to the beneftdnry.
That Schedule E f~llached hereto and t1IllCle II pnrt hereof Sf!ts 1'01'1,11 nIl property, real und per-
sonal, owned b~' the decedent joIntly wlth anot.lll'r or ot.h'"1:'s, 1nclwUng tntllngiblc, stflnd1.ng in the name
of the decedent and otlwrs, plus t.he dat.e unci plllcP of rccorci of InstrulIIents effecting the \oestiture of
real estfl.te and t.he date of acquis!tJoll of pcrsoI11111,y, pIllS the nnme, ndrlress Ilnd relntt,oltship, if nny,
of co-owners to the decedent.
That, Schedule F attached hereto anrl rnnde n }Htrt. hereof' s~~t.s forth f'ully and 1n detail all debts
and deductions claimed for and on 1J(~t\fllf of' this tl(!ef~dl'nt.'s e:'itllt.e, Inr:lluting funeral expenses paid;
fflmll~' exemption, where uppl icnule; costs of' f1llmlnlsl.r1lt,iIlTl of this est.fltt'i connsel fees anrl furllc1ary's
commissions paiet or t.o be paiel; cost eXll(?Il(I~d 1'01' 1)111'1(\] trusts, tombstones or grnvemnrkers, and rell-
glouS services, In consequence of the dellUl of Ute clf~j~nl1ent,; (\eht.s un(i cln1ms owing on(t llnplllct Ilt time of
death; tuxes flccrllc<l l~hurgenhle for period prior 1.0 tlc~e8til-'ll:.' s dnat.h (except. those flllowed under Sect.lon
651 of the Inheritllllce unci Estate Tux Act); l.o~~i't,ller Wlt.11 H statellllmt of' collnt.et'lll pll'llgc(1 for obllga-
ttons, 11' any. It Is agreed thllt the fldllf!tllry \\.tll presN1t. proof of said elalmj!d ob11gntlons upon re-
Quest, thnt if the l~mOtlnt. llctllall)-' pntd In set.t.tpmcnl. of HlIY f'j~e, eommlsslolI or debt 15 less than the
est1.mated flmollnt clutming IHlli, 1l11()wed, t.I\11t the Sllme w111 lll~ J'!'IJOrtetl to the Hegister of Wills, Ilnd that
the Iimount. of tax Ilssesscd cun be renssessell ill lIce()I'cllinl~(! Ull'l'....d tll,
Thllt the totuls of the appropriat.e COlllnU1S ill ~\~Il,'t\lIles ",\". "Un. "en, roE", nnrl "F" as directed therein,
have been cnrried forwnrd ami properly rl~~~lstf'rP-t! in i,hl' Summrtry.
Subscribed and sworn to before me this
4tN :'L~~h~t~{ L.~;d;;,~:'i,a.
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._.........,......................M..'...."...,........"M"W.._.WM..
(StTcet Number)
17043
..............._.............1..l!I:~ .. day of J Illy .... 19JQ
/J- \. /} -1-. . .. /;( J
..............";...'2J"...lta4/u.c"u..)/~.(:~4 . .
NOTARY PUBLIC
M, Commiliien bpi,es Fdlroa". t. ml
HaIThD9. M Ollus:hin CoonIV
D unctlJ:Ul!io'M'fcr~~'~\JPyt;~j"'"
Executrices
SOTE: H(>fore siJ!;utng llf'f'1dIlV1t muke S\ll'l~ 1111 blank ';;1:\"'-'; In I)", IlI't'lda\'lt lwd sehpdtllc~ nnnexctl ure
fl11t!d in wtth detntls or t.lle worli :lNOIW", .111" In l~;',::~' I)!" ,\",,,.oj'.; Illl'lwll' rllrl' /lllll unllsterl securit.lps,
securities Ht' close or fllml))' CO"III)I'llt.l"~l~.. nt' 1111 'tdt'i""sl III Hn~ l'll_P'll'iIH!rship or huslness, tlLllt t.he
c111tll anl! st.Rl,('m~nts ~equlrf'cl Untll~!' Tltl' P'tl'llgrllpb Ilh)\,l' l'"lnt lll~ III ~eh,-'dlllt. "B" lIrn nttllched. ,\Iso mllke
c(~rtllln that column #1 in the "SU/lIIIIIII'Y" IIIl~i hl'''" prIlJl"I'ly ('tltllpll'{I'c\ liS Ilho\-'C'-IIIrl!ct(?tl.
.'
HEll-46ft 10-19)
.
COMMONWEAL TH OF PENNSYL VANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
INHERITANCE TAX SECTION
SCH EOULE "B"
PERSONAL PROPERTY
INSTRUCTIONS: Thi. S"he~ulc 1ll1l.1 ~i.elnsc 11\1 lallgihle 1I11~ illlllllgihle persnllulproperlY nwne~ in~ivi~l!J!l.!Y. hv Ihe
~ece~enl. al Ihe lillle (If hi. ~cnlh. Properly nwne~ hI' Ihe ~eee~enl jninlly wilh nnnlher nr nthers Illust he lisled un~er
Schedule "E". Intnngiblc pcnwOIlI pruperty, litted in the name or the decedent, hut pllynhlc III dClllh III aHother or
others, including but nut limited 10 P.O.D. U.S. Suvings Uonds llnd Icntlllivc trust llccounts, lIlusl he listed despite the
fact that they I\rc not ur the Ildministcrcd estate.
Tangihle pcrsollul11wpcrty should be listed first (c.g. jewelry, wearing apparel, household goods furnishings,
books, paintings, automobileN, bOllts, etc,)
Intangible personal properly, such as bonds, treasury certificates, cash on Imod llnd in blink, stucks, mortgages,
notes, logethcr with accrued interest ur dividends, salurics or wages, insurance puyuble to the estate or fiduciary in
soid CUllocily, purtnership interests, interest in Ilny undistributed estate of or income from nllY property held in trust
under {he will or agreement of another, even thuug,h located outside of the State, at the time of death, should be listed
in this schedule.
lIem
No.
1.
2.
3.
II.
5.
6.
7.
8.
9.
10.
11.
12.
13.
ITEM
Lisl ond describe fully
Cash in wallet
ESTIMATEIl
UNIT MARKIl'f
VALUE VALUE
Savings. First Federal S. & L. Assn. (letter at ached)
II II
II II
II II
12
5.50
2.00
.25
Interest to date of death
Savings. First Federal S. & L. Assn.
II
Interest to date of death
Savings account. Fulton Bank
II
Savings account. Fulton Bank
Checking account, Fulton Bank
Christmas Club, Fulton Bank
7 Silver Dollars
II Kennedy halves
1 Kennedy half
2 Pennies
1 Penny. 1 Nickel
'72 Kingswood II door station wagon (Chevrolet
damaged in collision. doors on right 'side badly
dented. body rusty
111.
Chest of Drawers
15.
Bureau IMirror
16.
Bed Frame
17.
Chair
18.
Balance due by Virgie L. Pannebaker on
property No. 528 Geary St.. Harrisburg. Pa.,
sold on Agreement of Sale dated 1-15-76. for
total of $7,000; agreement recorded in Misc.
" II
prin. and into $73.23. incl. taxes and ins.
II
II
7.00
1.002. 98
27.711
3,6117.21
7.70
953.00
803. 92
11115.10
72. 00
811.00
22.00
2.00
.50
.06
200.00
15.00
20.00
15.00
5.00
5,733. 26
13,063.117
DEPARTMENT
VALUATION
(OfficIo I Us.
Only)
IS,0('.3."I-7
4fjf<
RCC-42 (4-0771
CO~MONWC.LTH OF PENNSYLVANIA
, OEPARTMENT OF REVENUE
DANK NO.
O"'Tt:: "ILCO
NOTICE OF DECEDENT ACCOUNT STATUS
RETURN COMPL ETED
FORMS TO LOCAL COUNTY
INHERITANCE TAX OFFICE
SURVIVING DEPOSITOR (Be,,"clery) INFORMATION
UAME RELATIONSHIP
TO DECEDENT.
JOANNE L. KEIFER ilAUGHTER
ADDRESS
529 MARKEl' STRm
L>>lOYNE, :?A 17043
BANKIINSTlTUTION ADDRESS
t'iut
Federal Savin~l!I lWei I.nolll ,\sto.;iation
of H,lr:i.',;tt':
p,o, 8 I") x 1111
234 NorHH Scco'l[l Sllli".ET
HAfmlSllURC, PA, 17 108
"
JUNE 24, 1980
NOVEMBER 29 1978
N AMES ON ACCOUNi
SOCIAL SECURITY NUMBERtsI
195-32-4439
172-01-6752
JOANNE L. KEIFER OR
ClffiISTIAN P. KEIFER
DECEDENT INFORMA r H
NAME
DATE OF DEATH
CHRISTIAN P. KEIFER
6/14/80
ADDRESS
529 MARKEr STREEr
CITY
COUNTY
LEMOYNE, PA
BAt.ANCE OF ACCOUNT AT 000
IN TEREST ACCRUED AND COl.l.ECTIBl.E AT 000
iOTAL
BANK AUTHORIZA TION
I HEREBY CERTIFY THAT THE INFORMATION CONT AINED HEREIN IS A
CORRECT REPRESENTATION OF INFORMATION IN OUR FILES IN ACCORD
WITH SECTION 742 PI & E TAX ACT OF '961.
SIGNATjry O,F FINAN?\L INVESTIGATOR
(l\0Vl 'rvI ' C-'~
DATE
6/24/80
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COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF~MIIlII(M.IQ(XX Dauphin)
55:
L. Kirkpatrick and Mary Anne Ry~n_
sworn according to law, deposer1<and say~ that ---1..h. yare the Executrices
01 the Estete 01 r.hri.ti~n P K pifpr
lat. 01 the Borough 01 __Lemo~~_, Cumb.rland County, Pa., d.c....d and that the
within is an inv.ntory made by -1J1em, , the said Nancy L. Kirkpatrick and Mary Anne Ryan
of the .ntire estate of said d.c.dent, consisting of all the personal property and r.al .stat., .xc.pt real .state outside
th. Commonwealth of Pennsylvania, and that the figures opposite each it.m of the Inv.ntory r.pres.nt it's fair valu.
as of the date of d.cedent's death, based upon a just appraisement 'of each it.m mad. by two or more apprais.rs.
Nancy
being duly
Sworn
and subscribed before me this
. l 'I/!& '7;, '/J
7/11'11/'.(/: . J:" 1'1'. ,(,. L
/ ~ ~~M~~
18th
day of -1-1.I1y
48 N. 8t!! St., Lemoyne, Pa.
17043
80
19__.
~.~~ Id~v),,~
"" (ooNIInI" bJ>im ftbnIe1Y 1. 19111
~lAol D.at~ouphi. ("".Iy 1 4th
Day
~/7a{J~'--'
R. D. 3, Box 94
ren
uncannon,
Pa.
17020
June
Month
1980
Vur
INSTRUCTIONS
I. An inventory must be med within three months alter appointment 01 personal r.pr.s.ntativ..
2. A supplement inventory must be filed within thirty days of discovery 01 additionalass.ts.
3. Additional sheets may b. attach.d as to p.rsonalty or r.alty
4. S.. Articl. IV, Fiduciari.s Act of 1949.
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Inventory and Appraisement of the real and personal eshte which were of
CHRISTIAN P. KEIFER deceased. Taken and
appraised the __ day of 19_. I Date of death June 14, 1980
ARTICLES DOLLARS CENTS ARTICLES DOLLARS CENTS
1. Cash in wallet 7 00
2. Savings, First Federal
S. & L. Assn. 1,002 98
Interest to date of death 27 74
3. Savings, First Federal
S. & L. Assn. 3,647 21
Interest to date of death 7 70 ,
4. Savings account, Fulton Bk. 953 I 00 I
\1 ,
i I,. -,
5. Savings account, Fulton Bk. 803 I 92 ,\
" ';."'\
6. Checking account, Fulton B 445 110 \ \' I
II \ \
7. Christmas Club, Fulton Ban 72 ' 00 \'
\ 00
8. 7 Silver Dollars @ $12 84 ,I
i
9. 4 Kennedy halves @ $5.50 22 \ 00 I II \
10. 1 Kennedy half @ $2 \, 2 ' 00 \ I \
II I
I 50 ,
11. 2 Pennies @ .25 \ \' I
\ 06
12. 1 p'""y. 1 NI,k,' II \
13. '72 Kingswood 4 door station.! \ \
wagon (Chevrolet), damaged
in collision, doors on right \ 00 'I
side badly dented, body ,
rusty II 200 I, \,
\ 00
14. Chest of Drawers 15 'I \
\ II
15. Bureau/Mirror 20 \ 00 ,
16. Bed Frame Ii \ :1
15 i 00 \,
17. Chair ,I 5 100 \ \
\ I \ I
18. Balance due by Virgie L. I \ ,\ \
Pannebaker on property No.1 Ii t
528 Geary St., Harrisburg, I
Pa., sold on Agreement of ' I \ II
Sale dated 1-15-76, for tota I
of $7,000; agreement record d \
in Misc. Bk. "A", 16, p. I II II
267, monthly payments on \ 26
prin. and into $73.23, incl. ,
II
taxes and ins. 5,733 I'
I I
,
I
\
I
I
\
I
I
I
,
,
DEBTS AND DEDUCTIONS
Date Namo of Pavao Naturo of Dobt Amount
Funeral olfpanses paid
Fnrnily oxemption (will nOI be nllowlld unle~s ducudunt died
residing with II parent, spouse or chlldron,)
Atlminislration E>,:pon5US
Counsel Fees
Fiduciary Commission
(Other Debls and Claims)
I
Total
Under penalties of perjury. I declare that I have examined this return, and to the best of mv knowledge and belief, it is true, correct and complete,
/tL'/1v-,,/ of. .1f<..:Jp,...J;v.;/~ ';;;"-1/
.....??Z..? r?__. </,? ~ {"'. ,J, J S II'riT"
, Signature of F;duci~ Daul
I do hereby certify that I have appraised the assets contained herein in conformity with Pennsylvania law,
>' )U~Jt//J / 1(/l'pIJ}() )
.J Io/Flfo
z
0
w Appraiser Date '
on In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expirntion of any
::l
.J estate for life or for years, the Commonwealth hereby expressly reserves the right to 8Pprairoe and assess transfer inheritance taxes at the lawful collateral
<l rote on an.., such future interest,
U
ii:
110
e Debts and deductions are allowed in the sum of $ at percent,
Register of Wills Date
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
(State full namM and addrQ15as 01 all who halle an Interast
either \lostod. contingont or othor intorest)
RELATIONSHIP
TO OECEDENT
SURVIVED
DECEDENT
STATE YES
DR NO
AGE OF LIFE
TENANTS DR
ANNUITANTS
AT DEATH OF
DECEDENT
INTEREST OF
BENEFICIARY
IN ESTATE
c: " 0 C"l :l> m l> ~
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INFORMATION
PLACE FOR FILING - The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided.
TIME FOR FI LING - The return is due nine months after the decedent's death, unless an extension for filing has been applied for and granted
by the Secretary of Revenue within the nine.month period,
FAILURE TO FILE RETURN - Section 791 of the.1961 Statute provides that ". . . any person who willfully fails to file a return or
other report required of him. . . shall be personally liable. . . to a penalty of 25% of the tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law,"
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~1\l'RC,4(t1l78li' 'I' ,,',' .
~t#!lWf~I;'1':;'~'Ii:'" ',' ", . COMMONWEALTH OF PENNSVLVANIA "
'N'oiJloBa~2" DEPARTMENT OF REVENUE
"Zt{i\~,\ :': ..;. "~ "OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE'TAlC
If"" "....'....i
e RECEIVED _____________-00
It
S From:
~"~re5S
U
'I'HOUSIUID THlaTy-tflNJ: &0 68/100--------------- dollors
rcproscnllng Pennsylvania Inherltanco or
Estate 101( duo from the following eslate:
lanay L. Ithkpatdak
C/O 0.019. W. Mcxe.,
'01 .. Front S"r..t--
.aq.
217, 1m on
$
$
Bard.:burq ,
17101
$
Pa.
6% TolC on
5
21-90-428 Dole 01 Deolh6-14-1980
151ft. Tal(. on $
$
{ File No.
Dote of Payment
S.pt~r 9, 1980
$
% Tal( on S
Estate 101(, Acl of
Moy 7, 1927
$
Name of Decedenl
CHRU'l'1AIf P. KBIFBll
County
Cuaberland
$
1,Og4.40
TOTAL TAX CREDIT
less five percentum of 101( if
paid wilhin three months after
dole of deoth
Plus interest at the rate of
_%from
10
",marks:
54.72
$
.PAm ON ACCOUft"
$
'ITOO~[PLL~@&[],~ SEAL
1,039.68
TOTAL AMOUNT PAID
s
NOTE: this Trlplicata Receipt to be retained for audit purposes,
Received by
NOTE: In occepllng Ihe Iranlier inherltonce lo~ on Ivlvle esloles, prior 10 the deo.h of the life
lenont or tlnont for ylors, os evidenced by this receipt, II is vndllrSlood thai the Commonwealth sholl
'. nol be precludld or prevenlld from he~lIoiler oueuing oddillonol inheritance IQ~ at It-e death ollhe
( Ufl lenonl or 'Inont lor yeon whenever II oppoon thai svch additional lo~ may be legally duo and
collecllble for any reason whatsoever.
I
.,~'~~
,~
------,-------~----_._-----------_.--_._._--.-
I ' GENERAL INHERITANCE TAX INFORMATION
J' I Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
, In addition to debts incurred by the decedent or estate. other items are claimable including the cost of administration,
i attorney fees. fiduciar~ fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker.
j
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws.
r .", Cl ('l :> t'1 ~ ~
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,. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2.. Assign consecutive numbers to each item listed.
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
5. Provide a brief explanation in the remarks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paving the debts.
INSTRUCTIONS FOR COMPLETING SCHEDULE OF"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
*'
.
COUNTY FILE NO: (9, ) - /(' 0 - L(-o.. 6'
, :=Ii (N-It-<.~ oJ., k~/y.,{ (J~, ,vi:
TO: ry,.'n....'" r^_ . ...' PiA '" - "
( ........--..;.. l(j '-
cJ \ \ \ ',-/ f"'d
'"7 l)
I D 6 ' /}f:,.- 'JJI~ \
/ I
/ ') J 01
DATE
/) (j
""~ UD/;;J,:,f :~'/~~
FILE NO. 0 (- d:- 0 -Lfd.t
COUNTY (A l~... ) ~,.J.~,,'~~
DATE OF DEATH-B A. -~
.~~' D
I (i(f-u
'-'
.-
t
Appraised Value of Estate:
Real Estate
$
,
--
Jointly Held Proper\VlTrensfers
+ I '7. (- (b (~ l( 3
+ )3, t/9f." S-5
$ 3~.... j(...,d. 96
? .3 '7~ I ~ b
$O{((r;n, 9~
Personal Property
Total Gross Estate
Total Approved Deductions
Clear Value of Estate
~-
Less: Approved Charitable Exemptions
$~k ?k{'" 7~
,
Clear Value of Estate subject to Tax
Amount Taxable @ 6% Rate
~, r; Y(p , '7 ~
tax due
$ J 'I';; 7), D
tax due
Amount Taxable @ 15% Rate
TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ I 'I ~ '( ~ 0
.. .. .. * . .. A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT
q_ q - to $/C7,Cf.I:,! + $ 9/ '7~ - $ = $ /0 G ~'I 'fa
) () _~(j .. x-D <0 301. Yo + = (.,3?l ,f-a
+ =
lnterost accrues at the ratB of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
JPrI ^~lAl M'@,-
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
r
Assessed by:
s.,lnformBlion on RO,."B Sid. ~j~B' r' mmonwe uj ( I ^ /
'\ ,~A_ A.l'W,
, -
. ': ;.l; ~.' It;., (JI -.. ,
INFORMATION
To Insuro propor crodit to your nccount, Iho nomo 01 tho ostoto and We number should be clo",ly print-
ed on the chock or money order,
This ossossment is modo in occordonco wilh Soction 709 of tho Inhoritonco and Estato Tax Act of
1961 (72 P,S. 9 2495-708).
To tho oxtont that inhoritenco tax is paid within lhreo (3) momhs altor tho doalh of tho decedent, a
discount of fivo 151 porcent Is allowed 172 P.S. 9 2495.716).
Inheritance Tax, other than tax on a fulure interest, is due at the dato of the decedent's death and becomes
delinquent 01 tho expiration of nine 191 monlhs alter the decedent's death 172 P.S. 9 2495-7111. Inheritance
Tax on a future interest is payable within three 131 months alter the transfer takes effect in possession and
enjoyment and is delinquent there alter (72 P.S. 9 2495-7121. Calculate interest from the deiinquent date shown
on the face of this form to the date 01 actual payment using the following interest table:
------------ --------- - --------- -- - ----- ----- --- - - --- - --- ------- - -- - - - - - -- --
1 month .005 4 months .020 7 months .035 10 months .050
2 months .010 5 months .025 8 months .040 " months .055
3 months .015 6 months .030 9 months .045 12 months .060
I day. .00017 " days .00186 2 I days .00352
2 days ,00034 12 days .00203 22 days .00369
3 days .00051 13 days .00220 23 days .00396
4 days ,00069 14 days .00237 24 days .00403
5 days .00085 I 5 days .00250 25 days .00420
6 days ,00101 16 days .00267 26 days .00437
7 days .0011 8 17 days .00294 27 days .00454
8 days .00135 19 days .00301 29 days .00471
9 days .00152 19 days .00318 29 days ,00489
10 days .00169 20 days .00335 30 days .00500
- - ---------------------------- --- ---------- -------- - - - ---------- ------
Any party in interest, including the Commonwealth and the personal representalivo, nol satisfied with
the assessment may object thereto within sixty (601 days alter receipt of this Nolice as provided by Sectlo"
1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. 9 2485.1001).
Make check or money order payable 10:
"Regisler 01 Wills, Agent"
Mail to the address listed below:
.,._...... __ .~ __ __ n __ - -- ~ -. -
Id.~~i~!iJ;i~iA( .:!i:Mo:!~=:,~~r:::::~:AA:': ESTA,.TAX
r'<' ' " ", "", ' '
"
.
'II
It
=-,
r I
TAX AT 6%
TAX AT 15%.
, ,
F" RECEIVED
Jj FROM
TAXAT_%
ESTATE TAX
632.80
ADDRESS
Hard.buZlJ, ... 17101
'--ESTA;:EINFORMA;:IoN:--J~.-i4;-ig80--------
DA TE OF DEATH
21-80-428
TOTAL TAX CREDIT
CIIP'- end
m
m
LESS DISCOUNT
PLUS % INTEREST
(FROM TO_)
FILE NUMBER
DATE OF PAYMENT
october 20, 1980
CHI\18'1'1Alf P. DUBR
NAME OF D~CEDENT
632.80
.-------------------------------------------
COUNTY
TOTAL AMOUNT PAID
POSTMARK DATE
REMARKS: upA!J) :DI rtJLL"
REC~IVED BY
/., /_. /
C"'" "
,//1" ,/1/'/ ;,-(.4/
'-.'_'_ ,,"1,-,,","(.,1....-'
~.fy ~.NAf.'"i.
Jle9i1ter of WUla
SEAL
t
REGISTER OF WILLS
------,-_.,---- --- - -- --_.- --,---.- -:--- - ------ ---',..-.:.-
GENERAL INHERITANCE TAX INFORMATION
.--
".,
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount 'column.
2. Assign consecutive numbers to each item listed.
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
5. Provide a brief explanation in the remarks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
INFORMATION
To insure proper credit to your account, the name of tho estate and file numbor should be clearly print-
ed on the check or money order,
This assessment is made in accordance with Section 708 of the Inheritance and Estate Tax Act of
1961172 P.S. 9 2485.708).
To the extent that inheritance tax is paid within three (3) months after the death of the decedent, 8
discount of five 15) percent is allowed (72 P.S. 9 2485.716),
Inheritance Tax, other than tax on a future interest, is due at the date of the decedent's death and becomes
dalinquent at the expiration of nine 191 months after the decedent's death 172 P,S. 9 2485-711), Inheritance
Tax on .8 future interest is payable within three (3)' months after the transfer takes effect in possession and
enjoyment and is delinquent thereafter (72 P,S, So 2485.712), Calculate interest from the delinquent date shown
on the face of this form to the date of actual payment using the following interest table:
------------ --------..---..--------- ----------- -- -.. --- - ..-- -------- -- -- -- --- --
1 month .005 4 months ,020 7 months .035 10 months ,050
2 months ,010 5 months .025 8 months .040 11 months .055
3 months ,015 6 months .030 9 months ,045 12 months .060
1 days .00017 11 days .00186 21 days ,00352
2 days .00034 12 days .00203 22 days .00369
3 days .00051 1 3 days .00220 23 days ,00386
4 days . .00068 14 days .00237 24 days .00403
5 days .00085 15 days .00250 25 days .00420
6 days .00101 16 days .00267 26 days ,00437
7 days .00118 17 days .00284 27 days ,00454
8 days .00135 18 days ,00301 28 days ,00471
9 days ,00152 19 days ,00318 29 days .00488
10 days .00169 20 days .00335 30 days ,00500
-- --- - ----- --- ------ - -- - - - - - - - - -- - - - - - --- - - - --_.- - - - - - - - --------- --- ..--
Any party in interest, including the Commonwealth and the personal representative, not satisfied with
the assessment may object thereto within siKty (60) days after receipt of this Notice as provided by Section
1001 of the Inheritance and Estate Ta< Act ef 1961 (72 P,S, 9 2485.10011,
Make check or money order payable to:
"Register of Wills, Agent"
Mail to the address listed below:
REV-e07 EX 14-801
INHERITANCE TAX REFUND CALCULATION SHEET
ESTATE OF (/".,' \ t{Ld...J2lt.u-: 0::
COUNTYOF~nj
DATE OF APPRAISEMENT /0 /Fb_<,-
__ STATE FILE IdL__~o- O'r'~.ff_
DOCKET I -LL:;lJ 9
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Rf.AL PROPERTY $ -0-
.
PERSONAL PROPERTY ,1.3 ft') b :1 ...!t.. ")
/'
TRANSFERS -0-
JOINTLY HELD PROPERTY -L2,,-ti(P. .s-cC;-
GROSS ASSETS ~/ ..)6.0.0..:L
,
LESS DEBTS AND DEDUCTIONS 7. .3 ?'-. c:< (..,
CLEAR V ALU E $ d'i, /IlJ. ?t-
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CALCULATED BY: ..r~
REFUND CLAIMED: S S9:J.. ,;:J2
DATE: ~.~.;2/C! /
REFUND DETERMINED: $ 0 ~. .;) f
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COURT OF COMMON PLEAS OF CUMBERLAI~D COUNTY, PA.
ORPHANS' COURT DIVISION
ESTATE OF CHRISTIAN P. KEIFER, LATE OF BOROUGH OF
LEMOYNE, CUMBERLAND COUNTY, PA., DECEASED
NO. 21-80-428
PROPOSED SCHEDULE OF DISTR IBUTION
4. To Mary Anne 'Ryan, cash
Real Estate, 115 undivided interest in 628 Geary
Harrisburg, Pa., subject to sale sale,
agreements, as abov~; "
TO'till" ,1/5 Distributive Share
$215.58
St. ,
1,146.66
$1,362.24
$215.59
St. ,
1,146.65
1, 362. 24
$215.59
St.,
1,1116.65
1, 362. 24
$215.59
St. ,
1,146.65
1, 362, 24
1. To John C. Keifer, cash
Real Estate, 115 undivided interest in 628 Geary
Harrisburg, Pa., subject to sale to Vir(Jie L.
Pannebaker under agreements for total of $7,000,
of which $5733.25 owed 6/4/80
Total, 115 Distributive Share
2. To Joanne Lorene Keifer, cash
Real Estate, 115 undivided interest in 628 Geary
Harrisburg, Pa., subject to same sale,
aqreements, as above
- Total, 115 Distributive Share
3. To Christian P. Keifer, Jr., cash
Real Estate, 115 undivided interest in 628 Geary
Harrisburg, Pa., subject to same sale,
agreements, as above
Total, 115 Distributive Share
5. To Nancy L. Kirkpatrick, cash $215.58
Real Estate, 115 undivide:d inerest in 628 Geary St.,
Harrisburg, Pa., subject'to same sale,
agreements, as above 1,146.65
Total, 115 Distributive Share 1,362,23
Total Amount for Distribution
$6,811.19
We hereby certify and verify that the above proposed Schedule of Distribution and
application to the Court are in accordance with the last Will of Christian P. Keifer,
a copy of which is hereto attached, and we attest that the facts set forth herein are
true and correct to the best of our know1edae and belief, and that this statement is
subject to the penalties of 18 Pa, C. S., section 4904, I"elating to unsIVorn falsification
to authorities.
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M;:tAnoe R~~n ",'C~.-
Executrices of the Estate~of
Christian P. Keifer, Deceased
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LAST WILL OF CHRISTIAN P. KEIFER
I, CHRISTIAN P. KEIFER, who now live at No. 529 Market Street,
Lemoyne, Cumberland County, Pennsylvania, hereby declare this to be my
last Will and revoke all prior Wills and Codicils made by me.
1. I devise and bequeath premises No. 529 Marllet SU'eet, Lemoyne,
Cumberland County, Pennsylvania, together with the furnishings therein,
and any insurance policy on such real and personal property, to my daughter,
JOANNE LORENE KEIFER, if she survives me by sixty days.
2. I devise and bequeath the residue of my estate, of every nature
and wherever situate, to such of my five children, JOHN C. KEIFER, NANCY
L. KIRKPATRICK, MARY ANNE RYAN, JOANNE LORENE KEIFER, and
CHRISTIAN P. KEIFER, JR., as survive me by thirty days, in equal shares.
3. Should any of my said five children predecease me or die on or
before the thirtieth day following my death, I devise and bequeath the share
of such child to his or her issue per stirpes living on the thirty-first day
following my death, and should any of my said children leave no issue living
on the thirty-first day following my death, I devise and bequeath the share
of such child to my other children or to their issue per stirpes living on the
thirty-first day following my death.
4. If a guardian is necessary for any property which passes either
under this Will or otherwise to a minor, including any of my grandchildren or
great-grandchildren, and with respect to which I am authorized to appoint a
guardian and have not otherwise specifically done so, I appoint the surviving
parent of such minor as the guardian of such property. Such guardian shall
have the power to use principal as well as income from time to time for the
minor's support and education, including college education both graduate and
undergraduate, and to malle payment for these purposes to the minor or to the
person taking care of the minor 0\' to the educational institution the minor may
then be attending, and to make distribution of the balance of said p.'operty to
the minor upon his or her reaching the age of eighteen years.
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5. I dil'ect that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed, shall be
paid from my resid ual'y estate as a part of the expense of the administration
of my estate.
6. All interests hereunder, whether principal, income or remainder,
while undistributed and in the possession of any fiduciary named herein, and
even though vested or distributable, shall not be subject to attachment,
execution or sequestration for any debt, contract, obligation or liability of
any beneficiary, and furthermore,shall not be subject to pledge, assignment,
conveyance or anticipation.
7. My personal representatives, guardians, and their successors,
shall have the following powers in addition to those vested in them by law and
by other provisions of my Will, applicable to all property,: including property
held for minors, whether principal or income, exercisable without court approval,
and effective until actual distl"ibution of all property;
(a) . To retain any or all of the assets of my estate,
real or personal, without regard to any principle of diversification
or risk. .
(b). To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds,
without restriction to investments authorized for Pennsylvania
fiduciaries, as they deem proper, without regard to any
principle of diversification or risk.
,
(c). To repair, alter, improve, mortgage or lease for
. any period of time any real or personal property and to give
options for leases.
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(d). To sell at public 01' private sale, to exchange or
to lease, for any pedod of time, any real or personal pl'opel'ty and
to give options fOl' sales, exchanges 01' leases, for such prices and
upon such terms or conditions as they deem proper.
(e). To exel'cise any law-given option to treat adminis-
trative expenses either as income tax or as estate tax deductions,
without regard to whether the expenses wel'e paid from principal
or income, and without I'equiring reimbursement.
(f). To compromise any claim or conll'oversy without
the necessity of Court approval.
(9). To make distribution in cash or in kind or partly
in each.
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COMPOSITION OF NET BALANCES
Property 628 Geary St., Harrisburg, Pa.
See deed recorded in B-63, p. 152;
subject to A!)reement of Sale of January 15,
1976, recorded in Misc. Bk. "A"-16, p. 267,
modified by Agreement of Sept. 26, 1980, to
Virgie L. Pannebaker, buyer, for $7,000.00,
on which balance of $5733.26 owed, as per
inventory
Cash
,i.
1980
June 30
July 28
Aug. 27
Aug. 27
Aug. 27
Aug. 27
Aug. 27
1981
Aug. 12
Dec. 7
1980
July
July 1
July 1
July 1
Total
PRINCIPAL RECEIPTS
Fulton Bank Refund, bank box
Inventory and Appraisement filed
Prudential Ins. Co.
Proceeds on life Clara Keifer
Prudential Ins. Co.
Proceeds payable to Estate
Death benefit
Social Security
M.A. Bruder & Sons
Refund
Fireman Fund Auto Ins. Refund
Com. of Pa.
Tax refund
Com. of Pa.
Inh. tax refund
Total, Principal Receipts
PRINCIPAL DISBURSEMENTS
First Fed. S. & L.
Assn.
Payment of loan
Nancy L. Kirkpatrick
Reimbursino, funeral food
(87.981. probate costs (32.00)
C. P. Keifer, Jr.
Funeral food
Donald Kirkpatrick Jr. Funel'al food
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5,733.26
1,077.93
$6,811.19
$4.50
13,063.47
2,254.23
2,348.73
255.00
3.75
80.00
17.30
592.28
$18,619.26
303.50
11 9. 98
8.00
24.00
. 1980
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July
July 1
July 4
July 5
July 7
July 9
July 9
July 9
July 9
July 9
July 18
July 20
July 20
Aug. 14
Sept. 8
Sept. 8
Oct. 17
Oct. 17
Oct. 17
1981
FMWC Assocs.
John E. Neumyer
Funeral Home
Janice Keifer
C umberlancl Law
Journal
Joanne Keifer
Gulf Oil Corp.
Hitz Heating, Inc.
Sherwin Williams
Mary Anne Ryan
Joanne Keifer
Register of Wills
Hbg. City Treas.
R. J. Romberger &
Sons
West Shore Times
Register of Wills
Register of Wills
Register of Wills
Register of Wills
George W. McKee
Joanne Keifer
Register of Wills
Notary Public
Recorder of Deeds
George W. McKee
Emergcncy room
200.00
Casl<et, burial
3,504.20
7.00
Payment of check
Executrices' notice
18.00
Electric bill
25.18
Gasoline bill
59.82
Oil bill
118.25
Paint bill
44.77
Funeral food
10.03
Reimbursing phone & food
6. 31
Filing inventory & Inh. tax forms 6.00
School property tax 139. 22
Grave marker 225.00
Executrices' notice 22.00
Filing suppl. inventory 3.00
On acct. Pa. Inheritance Tax
1,039.68
3.00
Filing Statemcnt of Debts
Bal., Inheritance Tax
632.80
On acct. Attol"l1cy's fee
500.00
Family Exemption
2,000.00
Filing Executrices' Account &
Statement of Distribution &
Award of Real Estate
68.00
Fees
2.00
Certified letters, filing Account 4.65
Recording Award of Real Estate 7.00
Balancc, Attorney's fee 250.00
Total, Principal Disbursements
$9,351.39
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PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
1981
May 27 John Keifer Cash 464.91, coins 24.00 488.91
May 27 Nancy K it'kpatl"ick Cash 464.91, coins & cash $19.56 484.47
May 27 ~'ary Anne Ryan Cash 264.91, auto 200.00
coins & cash 24.00 488.91
May 27 Joanne Keifer Cash 464.91, coins & cash
24.00, furniture 55.00 543.91
May 27 Christian Keifer, Jr. Cash 464.91, coins 24.00 488.91
Total Distribution of Principal $2,495.11
INCOME RECEIPTS
1980
J"iJiie 30 Fulton Bank I nterest on savinrJs
July 1 First Federal S. &L.
Assn. Interest on savings
Total Income Receipts
27.57
10.86
$38.43
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Executrices of the Estate of Christian
Deceased
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