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HomeMy WebLinkAbout80-00440 ~! _,ii;~r.Ftr;~'<' ~ii"~"" kt~~~~~\:::.. :.. :4fl~:ii":~',:,;:;.',,~, ' ~~~~?'~}"',:....'" '~""\l'k\{., ~ , ;il:ih:,;;,-,:_.:. ~"Vl7.?,'?:-" ~\;~:~,( ,.' ~1\~~~)~~: ' f\V'J;~!i),';:',t -,.t~~J;.~~I\~"- ' .\"'-,ill'i"'" 'l'!:!'tJ;1",A,.,\,_,. (~'~~';:~"'; .":, " S_!';"';1,I;'\I.,:>J:" , i~~k ~;:::~1JiJ:.-' , "-, " ".: "..,) '-,1 1"" 3';' ii"~ '," I " , ~ '!:! l2; ~ UJ ,~ . ,UJ i g ( 0lJ ~ ' ~ UJ :3 ~ lko 0 a i~ () 'l . H ~ ~ '~ ',;" ,- ~ ,-c' o .~, ~ <<:) .... 00 0 I - N " -= ~ . J .0 z -=~ '.... '., .----- --~~-_..~ ---- -- ----........ ~- ~- ---= .tJ~~~!~Ftl:lAt".;:I:;.:~=::r::,~~:::;::~:::~ ESTATE TAX r.... .... . ~ If II = '-~I ~. '~ECEIVEO 1.1 FROM AODRESS TAX AT 6% TAX AT 15% Sua Anne H. ".iabro~ eft) aobtlrt 11. Hyer. , P.O. Box 125 TAXAT_% . . ESTATE TAX 85.03 LemoJne. fa. 17043 '--ESTATE~FORMAT~N~p-~il:-4--i9l80----------- DATE OF OEATH · 21-80-440 TOTAL TAX CREOIT FILE NUM8ER LESS DISCOUNT PLUS % INTEREST (FROM To_I December 10. 1980 DATE OF PAYMENT m m TOTAL AMOUNT PAID COUNTY cWlberlan4 85.03 ,.------------------------------------------- POSTMARK OA TE REMARKS: "PA%D 1M PULL" SEAL RECEIVED BY .. ,'. (> 4/ I // ~a~;Ia;Ntr~. (j<./id/ h9ilter oflfUla I REGISTER OF WillS REV0449 (B.7B) c:? /- f{).- /-i() COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS * ,f-.J.hY{) . . ( ~, RESIDEHT DECEOEHT COUNTY OF __c:u..~~_~R~_AND --- ._~_. ~- --...- .~...._..-+-_..._-"_.._.... .. . -. .-.. -~-_.. ...-. ..-....-. -- IMPORTANT: This rctUll1ll\ll~( he cOlllplC'tl'd in dCl11il unJ fill'll 11llhll,liclIll', wilh :111 atlndlcd. wilh llll~ Rcgi.'itt~r of Wills of the County where del'cllent a'~idt'd; Return iN (hll~ wilhillllilll' 111"11.11~ :1(\I'r date 01 dClIlh, unless un ,:xtt~IlSiOll is granted b)' the Secretllry or ltC'oICllUt:. (SI~l'liuIl7()J of the Inhtallllllt..,I' ubd LslillC ')'u.... 1\ l.: I of }tlfd,) .. B:t:\I::^'I:'~~:: .T_I.IE ESTATE 0_1'._-_-. - CO'"'-Y-} (STATE FULL NAMl: OF UECEOENTI Lower Allen Township Lat" of ___ AHIIlA\'IT OF llrnXXXOIH :lIlXJUIlKMmlllllt Trustee Slot. .f 4-LW1J2jA. } c.,"ty.f~...u.d*-__ . ..: June 5,1973, John M. McKee, Jr., Co-Trustee for Beth L. McKee U.T.D. dtd. X~~M M4~~m~ -~h;-C1stnle ~;-;he Qb:;~-a.;~~dd~~eden';h~in9n~i~i;:-~:r;:.d-:-po5e ---:.~:.;---_..._.- ._- trust agreement } Dt~ccdenl died April 4 I . ItJ~! ~05late ltmvinl) a IOlt ~~. Cl"lpr of which is horOloottachod. (MONTH) (DAV) lY~:I>;-tlntl!SIClIO Nam.and oddreu cf attorney or } Myers, Myers, Flower & Joh~so~_.______.__ other aulhorl~ltd '"pfllunto~lve to whom all corrlllpondonce should be moiled. 301 Market Street, LemoYl}e I Pa. That as such Co-trustee depunent is familiar with the arfairs of said estate and the pruperty constituting (EXECUTOR~ADMIN1STR^ TORl the asscls thereof and their fair market value. That at the lime of dealh there was no safe dcposil bux registered in decedent's individuallllllnC, or jointly with, Of as agcntor deputy of another, nr in decedent's individual n;lme, with right of al.:ccss by another as agent or deputy, with the exception of thc following: - NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BO.X THIS SAFE \)Ef~OSIT BOX. RE'NTED REI.ATlONSH1P OF JOINT IN Nt\MF. OR NAMES OF HOLf)ER~ TO DECEDENT - - _.._"-="=-~~--== -=- ---- =k= .. - none That the contents of said safe deposit box or boxes arc itemized under Schedules wi th the exception of the following, fur the reasons hereinafler St~t fonh: of this return, That Schedule A attached hereto and made pari hereof :'iels forth rully and in detai I all the re.al properly in the Commonwealth of Pennsylvania of which decedent died having an interesl therein, it also sets forth the mortgage encumbrances upon each parcel of real properly at the dale or death, gi....ing. Ihe amount still due at death, name of mortgagee, date, rate of intcr~st, and b(Jo~" and pagc of recurd tht~rcof. It also sets forth in the columns provided thercCore the assessed valuation or each of ~aid parcels, Ihe estimated market value thereof BS of dale of death of deeeden!, That Schedv/o B attached hereto and made part hereof sets forth fully /Jmi in t.h:tail all personal property wheresover situated owned by the decedent at the time of death; all mOl1eys left by lhe decedent al the time of death, wlH:ther in dCl',cdcnt's il11mcdiall~ possession, standing to (ll~l,;~denl's credit in hanks of deposit, savings hanks, trust companies, or other institutions, whether individually, or in trust for any IJtlH~r person or persons giving also separately the accrued interest thereon, if any, dOWll 10 the lasl interest dllY prior 10 decedent's death in the case of savings banks, and 10 the d:tlc (11" dCl"cdcnt'~ death in Zlll olher ":;.lSCS; all bOllds, postal savings, treasury certificates or noll,;s and iJth~r l"vidrnn: of il1Jeb:!.'drH.''';s or the Unitl,;d Stales 10 the de.. cedent; all obligations, whether by ~tatute or a;!,rCl.:LTI1:llt Ih..:y art' ~L:sigJ\ilICd as 1:1\ rrc..:c, of the IJniled Stales. or any state, or political subdivision thereof, or of any foreign country, which arc OWtll:U lit the time of death; all wearing apparel, jewelry, silvcnvare, piclures. hooks, works of art, housdl0Jd furniture, hor:,es, carriages, automohiles, boats, and any and all other pcrsollid chattels of whals(ll~\'t:r kind or nalun~. left by decedent, together with the fairly estimated nmrkct value tlwrt~(Jf: all hond.. ;l!1I1 lllllrlt~agl's ht:ld hy dl'ccdel1t and of all claims due and owing decedent at the time of dl."ath. and all pwmissory noll'S or other instruments in wriling for the payment of money of which decedent died possessed, of whatsocvcr nalure, with interest lhereun, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly Ihe reasons for such depreciation as to each item; all mom.::ys payable to the estate from life insurance policies carried hy decedent; all tlllnuity ant! endowment coll(r.lcts the proceeds of which w,ere payable upon the dcath 01" the de(~cdent; allllnd the cnrpnrale slod~, and divhJends due thereon and unpaid ,as of the date of deDltI, bonds and accrued interest thercon to the date of dcccdcnl':-; death and other investment securities owned hy the decedent a1 the timl' of death. with the market \,ll,luc there.. of at such time. .I .' In t1lt~ cn!'lo of' s{H'urltles of r!rn,f' Ill' f/lOlll.\ I'llI'JlI rILlI{lll'~. till' V".llll'l1 rfl~lnl'h!fIILl'I~ /IS r'lr fib pOf;slhl(! S\lh~tlint..tnttHllJr l'llIunellll stltl-"III.!tl!:~ or 1111" \"(lrpIJ1'/111":I", ',!lll'flolng 1.111' II<;S"'\,S 111\11 llahtlll,lmi thl!rC'ol' It!1 oJ' llw IInt.1..' 01' dl~llt.h. TIll! !'il~hf~dlllf! U!Sfl ';,'1~, 1','1"11 tIll' ltll.l'J'I.'~!t. oj' di.,:.!llmll. III !Ill' tlmt! llf' dent.h t II /lilY C\}-pllrtf1t!rshl pOI' Inl'" IIIPS!" Hull III ~1IJ1J\!'I'1 () \' I ::1' VillIif' "f' ';\leh In LI'I"'!'.!' tIll!!'" l!i IIlIlWX.~fl to snll\ ~('hl'dlllt>, f'11111l1e11\1 sinl.f!I1lf'lIts ~hf)wtrw, tll.' (1'_'11"'; 111.1 11"hl 11'1.'~, "I' "'!lId 1''l-pnrlfH'rshlp or I'lISllll'!iS. ,\ l'ollY nr till' ('o-111lrt.lll'rslllp lH~I'I'Pllll'llt., (II' or,! I, !t <-;1.'11 "Ii" 111 '.1' tIll"!' 1''11' Ih t II.' 11/illll'P Ill' Lh;~ '1~~rl'nlnl'IlI,) tnp,,~lIl('r with II stUt.l'l'\I'Ilt. ~wtllll~ l'ol'th tilt' cl"U'ucl,pr "I' Itl I,q',ill"'d', lh IO[~lIUlll1, IUlll :;ndl olll."r f'!let.,; IH~rtllllllll~ t.o tilt! hllslrH'ss 1\<; lnll~' Ill' 1'f'1't1llnnl. II) 1\ l'l~r' '11Id J'bl IIflpl'lllsnl tll' '.1112 dl'cl'tll'llt'l1 Inll"rest tJll~rnlll must. hnsllhmll,tl~d. It should 1I1sn set l'ql't.h III 111'11I1.'.1'.\ 1'0 I'm, ;,llg.'l.ilt!r wlt.h lob,! f'llll' II\/lrkl't vltllh~ therr.ol', SllY other flrorerl~' OWII1!d or lJnq\ll!lllhl'd \l~ t:jl' 1:""",I.'nl I\l UU' t.lll1'~ of' (\I'itlh. Tlln Schrdule C nt.t.ndll~c1li'~I'I~t.{J Illld mllll!' \lILI'! !lo'I>':ol' "('IS forth 1\ trllt~ /H1sw\!r t.n t.!llCh inquiry cont.Ained t.hereill OIlff fn the en.senft.rrtmj['f>rt-:ut'pl'lIf'f'I'I,)'t 1'''1\101' )ll'rso!lltl, .....ithln tlllO yeArs or Ilccedentls deAt.h) in contemplutlon (}I' decedt'llt' S I\I.'nth, 01' IILI.I'II'!".: In I 'Lkt' "rf"'('~, in (If)Ss('~;:;lnn or l.'n.1oymrmt at or after death, said schcdlllr.! f'cts forth lhp. nlll,\lrl~ IlIld \',dw' of' Sill'll PI'olH'rq', t.n whom t.rIUlSfl!rretl, the rr'lnt.lonship of the tl'nn~ferees to t.1\'~ dCel.'I\l~nt, thO'"! pl'Ol"lll't1nnllll' :-,;}jlll"l r(>f'j~I\'.~(I b~' cllch t.rllnSrj~rP.e 11Illl nIl other {'IlCts of' n perlincnt 11Illure regflrtllnv, "'/lId I,fllllsl".rs. III the ':lt~I' of trllllsfers intrmrle(\ to take effect in pO!i!'iessJon or elljo~'ment nt, 0:- 1\1'\."," rl,',:I.L. :h'~l'.' t<; ~1]sO I\l,ll\c}j('d lu till"! schedule fl eOIlY of the deed, trust ngreement or ot.her Inst.rllllle!lt t.'rl~"_t.hr~ tfl'~ l.f'IISt. 'l'tTl'r'~ Is Hlso set. forth in Sttltl schedule Il 11.51.. or Illl property, relll ntlll persollll1, \\'JI,\I Its \'lI.llw, Wl!:dl ptl!'.S(>~; III der:edenl.'s rl(~llth by virtue of the exercise hy decedent, eit.~ler Incll\'lfhlldly. ol'lolnl,l~' wllh 1l1lot.lI.~r, or nny jlOI'ier of uppoint.- mellt vested Indf!(~ed(>Ilt., elther inrtividllolly or jo11l11v. ll~' tl\l' \v111, d(tf!d, or other 1nst.rument of IUlot.lwr, with n cavy of' t.he inst.rument creating such pOWf!r ut.t:l...ll"f1 to Ull' sc;lwdllle. Ttmt SCht.'dule D nt.luchcd herct,o und mllde plll'l, 111'1'('01' ~"l.:; forth 1I\l~ numcS ul\ll nddrf)sses or II'] 1 persons heHcflciullj' interestl~d In this csttlt,e Ht tllf! llw' Ill' {11'1~l'flnlll's lh~lith, the nllture of' their res- pective interests, their relationship, if'dI1Y, to t.he ,h~cl'df!tLtt tO~f.ther with the ngcs at the time of' decedentls dellth of /111 minors, Ilnnuilnnts flIHl "1'I,..rt'~1I\rt('s l'or 111'e 11Iuler decedent's Will. It also contains n statement showin,~ which of til(~ ilellcl'lcllil'\I.'S I1llln.~/1 III t,Il(' flf>eeficnt'g will, If nny, tlied prior to decerlent, the dlltes of t.helr dCllth, theil' iss\lt', lUlfl 1.ill' P~l(IUOllShiJl of' such tSS\lP. to the benel'tciary. That. S.:/1l?dule E uttached hereto llnd 1IIlldf~ H jlPrl. iLt'rl~nf sets f'ort.h 1111 propert.y, relLl nnd per- sonal, owned by the decedent jointly with another or nU:I~rg, 1n('lu1Hng t.ntnnp;1.ble, stnnding 1.n t.he nome of the decedent And others, plus the uatc nnll pllu:{~ "f rl'\'ct"rt n{' Instrn:Tllmts effecting the \estiture of real estate Imrl the date of Ilcquisltillfl ()f pf!rSnT!1I1t.y, plu~ th~ nl\me, nrtd,rl~S5 and rela.tionship, if Ilny, of co-owners to the decedent. That Schedule F attached heret() /lnd mnlie 1\ pllrt. hereof' set.s forth fully u.nd 1.n detail nIl debt.s and deductions cl aimed t'(}r nnct on behnl f 0 f' lli t s clt~et'd{.!n t.' s e~; ttl t.f~, 1 nd \lrl Ing; runl~ral expenscs pflldj family cxemption, where ftpplicu.!Jlej costs of' Ildmlllisi.rllUon 0:' this eslat.e; cOllnsel feN; Rnd fwUcinry' 5 commissions plild or to be paidj cost expendl~d fill' blll'lill truSt.s, t.ombst.ones or grnvemllrkers, and reli- giouS services, in consetlUlmce of the dlHlth of t111.~ def'I'd('lll.~ f!l~hls and cl alms owing flnn unpaid lit time of deathi taxes accrued chllrgenhle for per lod prt or t.1I d{'l'edl~Tll.: s d.!ltth (m:cep t f.}lOse l.ll lowed uncleI' Section 65L of the lnhertt.nnce nnd Estlllt~ Tux Act.)j tOJ-;f>tltcr wlt.h a stat.('l1l.~Tlt of collAteral pleilged for obliga- tions, if Iiny. It is Iigreed that t.hl~ fi<lucil1l'Y wl.lJ l'res'~llt pronf 01' snirt elatm(1(1 obl1gnt.lons upon re- quest, that if the llTllOunt nct.unll)' puld In sl.~I.I,l'!Tt\elit 01' [IllY t'N~, cnmm1ssion or debt. is If!SS than the estimnterl limmmt cll.lt.mlng null 1l11nweli, thnt. the o.;ll~l{~ will In- r,~po11'll~d to the Ht'g1ster of Wills, and that. the nmount of tax Ilssessed elln be reI1SSl'SSe(~ III IWl'ordnlll~" t11('r,'wlth. Thnt the tnt.uls of tll!' 1l1lflroprintc columlls ill S,~il0f;lll,'s "A", "II". "f". "E", nnd "F" IlS rlircct.ed therein, hl.lvC been carried forwnrd nnd properly re~tsl,(!rf'(l tn tl,,' Summllry. Subscribed and sworn to hefore me this .... -~ _,"'of ~J .......... ..13....~.<<.€( .... ~~1Ll!L~JTruste.e. ao :~~u th ParkStreet............................ (Street Numb...) Hinsdale, 111. 60521 (City 01' Town and Stat<!)i NOTE: Before slp,lIinV, uff'ldll\ilt. makj' son' Id' 1111111l-; '0\<;:"'-:' ill th.' :d'f'jlIHvit. flod scllf'itlllf~l' 11l1l1f!X('i! ure fllle,! In wit.h dt't.I1t1s or U\l~ IIIllrd "~lIlll''', /lull III 1"IS,' tip, 'tS~,l'ts tlll'll1dl' rllre nut! IInlts\.l!11 s(!c\lrilt.~s, sfH~lIriUl's of' eillsl' or family ('OI"Jlllrutl ",', Ilr' 1111 llll".."st In ~1l\Y f'o-pllrUll'l'shtp or hllsln,~sst lhllt the dntn llull StlltfOments rellulrl~lt ullllf!r lllf! P"il'lq~rHJlll uho\'1' r"J;lttll,~ 10 ~eIlPltUll' "B" /lr'~ llt.tRcllef'. Also make cl~rt./Jln thlLt column #1 tn thf~ "Sl1/Lrnlll'Y" ha~ \),'1"11 prrlJH'rlY l'Ili1iJlI,.t;~(' liS ,th()...(.-dlrt~cted. 19.1o " . . RCC-UI4-731 COMMONWeALTH OF PENl;SYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY *' Real property in Pennsylvania, with stotement 01 mortgage encumbrances upon each parcel at death of .Ieee. dent. Property held by the decedenf as tenant in cammon with another or other, should be identified as to quontu:n of interest and the estimated value should be that of the decedent's interest only. (Property held os joint tenants with right of surviorship or tenancy by ontireties should he reported on Schedule "E.") Th. ,.01 property localed In the Commonwealth of Pennsylvania should bo (1) (2) I3l ducrlbed by lot and block numbar, Itreet and .treel "umbor, togathar with DePARTMENT a general Jucrlptlon of the property, with a referenca to the record of tho ASSESSED VA~UE VA~UATlaN convoyonce by which the decedltnt tauk tltlll; If a farm .tote number of o. FOR YEAR OF ESTIMATED CAUTION cru; aho Ilofon,o"' of mortgage encumbroncfu upon eoch porcel at doath DECEDENT'S MARKET VA~UE (Do not wrlto of docodent. Toxcu, aliGnments, accruod tr.tero.t on mortgages, etc.,are DEATH In thIs space) to bo Illtod on Schedule lIFll and must not b. doducted rrom thlll schodul.. NONE Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reporled" column on the last page of this return. No.tU--, 4"j1[ . . . . ,. ..",,,,,,,1.. I'" j_~~~~1. _j,___.._.., _.. .. .. B.;1..2... 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". ., REV-452 (8.78) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX * SCHEDULE "C" TRANSFERS RESIOENT OECEOENT (1) Did decedent, within two years of death, make eny transfer of any matarialpal1 of his eltate, without raceiving a valuable end adequate consideration therefor? (Answer yas or no) Y P.S (2) Did decadant, within two years of death, transfar property from hlm.ulf to himself and another or others Uncluding a .pousel i in joint ownership? (answer yes or no) Yes (31 If the answer to 11) or (2) above is in the affirmotiva state: 10) Age of decedent at time of transfer __ (b) State of decedent's health at time of making the transfer. (NOlO 11. (cl Cause of decedent's daath. (Nolo 11. 14) Did dacedent, in his lifetime, make any Iransfer of property wilhout ruceiving 0 valuabla or adequate consideration tharefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or nol (a) Was there any possibility that tha proporty transforred migllt raturn to transfarer or his estate or be subJact to his powar of disposition? (Answer yes or nol (bl What was the transferee's age at tima of decedent's ~e.th? (51 Did decadent in his Iifatime make any transfer without receiving a voluabla and eduquate consider.tion therefor under which transfaror axpressly or impliedly reserves for his life or any period which doas not in fact and befora his daath: (al The possession or enjoyment of or the right to income from the property transferred? (Answer yes or nol (b) The right to daslgnate the persons who shall possell or enjoy the property transferred or income therefrom? (Answer yes or no} (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alona or others Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pav income to or for the banefit of care of transferor? (An.wer ye. or no) Did decedent, at any time, transfer property, the beneficial enjoyment of which was sublact to change, because of a ra.arved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the interest of the beneficiary reserved in the decedent alona or the decedent and otha,,? (Answer yes or no) NOTE 1: The answers to these questions should ba supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transfetrod, it's fai, market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if transfers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in mannaI' in which providad in Schedules A, B, or E. (7) 181 - MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) ITEM DESCRIPTION 1. Checking account No. 559-576-5, CCNB Bank in names of Beth L. McKee and sarah AnntWeisbrot (her daughter), 1100 Parry Avenue, Cinnaminson, New Jersey, 08007; opened February 28, 1979. Balance April 4, 1980, $2,683.49 Savings Account No. 015-110115-1 CCNB Bank in names of Beth L. McKee and Sar Anne Weisbrot (her daughter), 1100 Parr.. Avenue, Cinnarninson, New Jersey 08007; opened February 28, 1979. Balance April 4, 1980, $32.68 2,683.49 2. 32.68 SEE LETTERS ATTACHED Insert this total opposite "Tranrlers", Schedule "C" in the "As Reported" column on the last pege of thl. return. 0,1/ (0, f 7 AiDP !.t 2,716.17 :">~" 0(' t r,\' I \ . ..., )/.( , DIICLARATION I, BETH L. McKEE, of Lower AlI.en Township, Cumberland County, Pennsylvania, have transferred to myself as Trustee the property lis ted in the a ttached schedule, and Idee 1are that I hold that property and all investments and reinvestments thereof and additions thereto (herein collectively referred to as the "trust estate") upon the following trusts: FIRST: During my lifetime the Trustee shall pay the in- come from the trust estate in convenient installments to me or otherwise as I may from time to time direct, and also such sums from principal as I may request at any time in writing. If at any time or times I shall be under a legal disability or, by reason of illness or mental or physical dis- ability, be in the opinion of the Trustee unable properly to manage my affairs, the Trustee may use such sums from the income and principal of the trust estate as the Trustee deems necessary or advisable for the care, support and comfort of myself or for any other purpose the Trustee considers to be for my best in- terests, adding to principal any income not so used. SECOND: After my death the trust estate shall be held and disposed of as follows: Section 1: The Trustee shall pay from the prin- cipal of the trust estate my funeral expenses, claims allowable against my estate, costs of administration including ancillary, and estate and inheritance taxes assessed by reason of my death. Assets or funds otherwise excludable in computing estate or in- heritance taxes shall be used only to the extent that other assets are not available. The Trustee may make payment directly or otherwise as the Trustee deems advisable, without seeking re- , imbursement for any payments so made, except that the amount, if any, by which the estate and inheritance taxes shall be increased as a result of the inclusion of property over which I may have a power of appointment shall be recovered from the person re- ceiving that property. Interest and penalties concerning any tax shall be paid and charged in the same manner as the tax. No compensa- tory adjustment shall be made for administration expenses allowed as Federal income rather than estate tax deductions. Section 2: After making or providing for pay- ments under Section 1, the Trustee shall distribute the trust estate including any accrued and undistributed income thereon in equal shares to my children, John M. McKee, Jr., of Hinsdale, Illinois, Hugh C. McKee, of Omaha, Nebraska, Sarah M. Weisbrot, ~f Cinnaminson, New Jersey, and Beth M. Gorrell, of Meguon, Wis- consin, or to those of my said children who are living at my death, except that the issue of any of said children who may predecease me shall take the deceased parent's share by repre- sentation per stirpes. Section 3: Each share of the trust estate which becomes distributable to the issue of any of my children who has not reached the age of 21 years, shall immediately vest in him or her, but the Trustee may (a) establish therewith 'a custodianship for the descendant under a Uniform Gifts to Minors Act, or (b) retain possession of the share as a separate trust until the descendant reaches majority, meanwhile paying to him or her or applying for his or her benefit, so much or all of the income and principal of the share as the Trustee deems necessary or advisable from time to time for his or her needs, best in- terests, education and welfare, and adding to principal any in- come not so paid. THIRD: The following provisions shall apply to the trust estate and to each retained share under this declaration: -2- Section 1: the Trustee may retain any property originally constituting the trust or subsequently added thereto, although not of a type, quality or diversification considered proper for trust investments. The Trustee shall have power to invest and reinvest the trust property in bonds, stocks, notes or other property, real or personal, deemed suitable for the in- vestment of the funds of this trust without being limited to what may be technically known as legal investments under the law of pennsylvania or any other state or jurisdiction which might be applicable to this trust; to register securities in the name of a nominee without restriction; to vote in person or by general or limited proxy, or refrain from voting, any corporate securi- ties for any purpose; to lease (for any period of time though commencing in the future or extending beyond the term of the trust), sell, exchange or pledge any or all of the trust property as the Trustee deems proper; to employ agents, attorneys and prox- ies, and to designate a deputy for a safe deposit box; to compro- mise, contest, prosecute or abandon claims; to divide or distri- bute in undivided interes~or in kind, or partly in cash and partly in kind, and to sell any property for such purposes; to sell stock or securities short; to buy stock or securities on margin; to borrow money from any lender (in~luding any brokerage firm which is a member of the New york Stock Exchang~and as security for loans to pledge any property forming a part of the trust estate upon terms and conditions deemed by Trustee to be advantageous to the trust; to place any security in the care and custody, and in the name of (or in the name of the nominee of) any bank or trust company or any brokerage firm which is a mem- ber of the New York Stock Exchange without obligation, while such security is so deposited, to inspect or verify the same and with- out any liability for any loss or misapplication by such bank, -3- trust company or brokerage firm not caused by the negligence thereof; to employ investment counsel and to compensate such in- vestment counsel at rates regularly charged from time to time by such investment counsel; and to authorize investment counsel to buy, sell and deal in the securities of this trust without prior approval when' in the judgment of the Trustee such prior approval is' not feasible and provided such investment counsel shall re- port, as required by the Trustee, all actions taken with respect to the securities of the trust together with periodic statements of principal items, gains and losses from sales, income received and fees and costs paid, The Trustee may transfer the situs of any trust property to any other jurisdiction as often as the Trustee deems it advantageous to the trust, appointing a substitute Trustee to herself to act with respect thereto; and in connection there- with, may delegate to the substitute Trustee any or all of the powers given to the Trustee, who may elect to act as advisor to . the substitute Trustee and shall receive reasonable compensation for so acting; and may remove any such substitute Trustee and appoint another, or reappoint herself, at will. Section 2: If at any time,a successor Trustee is acting hereunder, the Trustee shall render an account of the Trustee's receipts and disbursements at least annually to me, if living, otherwise to my children or the survivors of them. Any successor Trustee shall be reimbursed for all reasonable expenses incurred in the management and protection of. the trust and any corporate Trustee shall receive a fair compensation for its ser- vices. Section 3: I or any successor Trustee may re- sign as Trustee hereunder at any time by written notice to my -4- children. After my resignation, death or inability to act, my children or the survivors of them or such of them as may be able and willing to act as Trustees shall be successor Trustees and if none of my children is living, willing and able to act as Trustee hereunder, Dauphin Deposit Trust Company, Harrisburg, Pennsylvania, shall be successor Trustee provided it is willing to act as T~~stee hereunder. If any child, having assumed the duties of Trustee, shall die, resign or become unable to act as Trustee, the surviving Trustees shall have all the powers and duties of Trustees hereunder. The determinations as to whether I or any of my children are at any time unable to act as Trustee hereunder shall be made by my children who are not the subject of such determinations or the survivor of them by a written in- strument signed and acknowledged by each of the children making the determination. The term "Trustee" as used herein shall mean the Trustee or Trustees from time to time acting under this dec la ra tion. Every successor Trustee shall have all the powers given the originally named Trustee. No successor Trustee shall be personally liable for any act or omission of any pre- decessor, and with the approval of my children, or the survivor of them, a successor Trustee may accept the account rendered and the property received as a full and complete discharge to the predecessor Trustee. FOURTH: I or any other person may transfer, devise or bequeath additional property acceptable to the Trustee to be held under this declaration. If the addition is made by will, the .. Trustee may accept the statement of the Executor that the assets delivered to the Trustee constitute all of the property to which -5- " ;lI'I"'": ~.-t tr ;'. . ~. " 'c ~ E .... ~ :3 E- - _,,-0 ~ E U 10'" oy:O - - ~ ::s:n - u::s E ~ E Co ~ " ~ 0::. Relit PllIllcrly PersonAl Property Trunsfcrs SIIMMAR Y eSdl. HAU) (Seh. "B") (Seh, "e") Gross Taxable Estate (I) (As Rel'orted) $ $ $ $ $ $_... (2) (As Determined) $ $ $ $ $ $ z.o: OP'. i- 'Q P. en ~ z ~ ." z . " ILl "- .<:: " ;:; ~ III .... ~ ILl U C '" " :3 oJ - Q 0 <l ..: fiI E-< on 0: U. fiI "0 .~ < c.. 0 :>:: c c '" c.. U <Ii nl a lL " ..: "w :E: .-i .-i ;.. lL ..c: ILl ""i- .-i ~ ;... <l 0 i- i-..: .. :t: . .0: <Ii " Q Z .: i- ~i- ..:1 ~ " :z 0", " U. ILl ~ c.. <l 0 :t: <Ii ::l 'e .... 0:: E-< :3 () '" .::l 0: fiI 0 -5 0 - ILl a:l ..:1 -;; lL .. 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'" -r c.., ~ 0 .... .t: .t: .... co ~ - '" ... co u i ~ ~ " ~ " u 0 co :.: "'- ~ ~ ci ~ rt ~ 0 <Il 0 Z ci - ~ <Il >- !-< Z ci Z !-< ~ !-< ~ Z ..:l ci - ci ~ z t3 ~ ~ ..:l Z :;; Z 0 ::> ~ z - ~ '" ~ 0 0 - ~ ~ u 0 ~ ....l OFF ICE OF THE REGIHER OF WILLS :? /- g()-/I~tJ STATEMENT OF DEBTS AND DEDUCTIONS OEOUCTIONS ALLOWEO IN THE SUM OF 5 '11/'/:;}, l).~ DATe APPROVED Jo ~ r. ,~,tV j -' 'J REV-4BIIIO-70J OF COO NTY AND AGENT DF THE COMMONWEALTH ESTATE OF Beth L. McKee DATE OF FILING APPRAISEMEN/')1 'Ii LA TE OF Lower Allen Township ~(. 19l'{. DATE OF DEATH April 4, 1980 DATE NO. OF VOUCHER NAME OF PA YEE REMARKS AMOUNT M ers-Hall Funeral Homes funeral ex ense 492 00 ng memorial service: nson N.J. 81. Beth Gorrell l1e on Wis 310.06 821 71 Outstandin checks as of A ril 4, 1980 : Internal Revenue Service Income Tax monthl 718.00 O. Brenn r M.D. medica services 10.00 month servi es 19.2 1 215 23 Tele hone Co. final bill 13 24 as M.D. Dixon's Pharmac medicin T. weisbrot T. Weisbrot and removal of furniture from Bethan Villa e-truck rent 1 appraisal of furniture 182 66 30 00 Chester G. Thomas, M.D. final bill for services 200 00 122 00 Dixon I s Pharmac final bill for medicine R i r fW'ls Myers, Myers, Flower & f' in fees 6 00 i L STATE OF ILLINOIS J:DIKIlIllf~~ r.. I 55. COUNTY OF ~~ c:\. Y I I, John M. McKee, Jr. HEREBY CERTIFY, THAT TO THE BEST OF MY KNOWLEDGE AND BELIEF, THE FOREGOING 15 A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Beth L. McKee DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES'~ .k / .-LA n 1Jl~t!! tfr/"I, V D SUBSCRIBED BEFORE ME THIS'~ DAY OF . 1 '~() 3,442 44 (L.S.) INFORMATION To insure proper credit to your account. tho nome 01 tho estalO nnd fila numbor should he c10arly print. ed on tho chock or money ordor. This assessment is made in nccordance with Section 708 01 tho Inhoritance and Estato Tox Act of 1961 (72 P.S. 9 2485.708). To the extent that inheritance lax is paid within three (3) months ahor tho death of the decedent, a discount of five 15) percent is allowed (72 P.S. 9 2485.716). Inheritance Tax, other than tax on 8 futuro interest, is due at the dole of tho decedont's death and becomes delinquent at the expiration of nine (91 months after the decedent's death 172 P,S. S 2485.711). Inheritance Tax on a future interest is payable within three (3) months alter the transfer lakes effect in posseSSion and enjoyment and is delinquent thereafter (72 P.S. S 2485- 712). Calculate interest from the delinquent dale shown on the face of this form to tho 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 B 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 '2 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00388 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 deys .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 tho Commonwealth and Ihe personal representative, not satisfied with tho assessment may object thereto within sixty (60) days after receipt of this NOlice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. S 2485.100 1). Make check or money order payable 10: "Register of Wiiis, Agent" Mail 10 the address listed below: ,. INFORMATION To insure proper credit to your account, tho IlAmu 01 !I1U ostnlO and 1110 numlwr should ho cloudy print. ed on the check or money order. This assessment is made in accordanco wilh Section 708 01 tho InhurilAnco nnd Estato Tax Act of 1961172 P.S. p485.708). To the extent that inheritonco tax is pOld wilhll1 (hrrfO (3) monlhs alltU lho dUDlh 01 tho docedent. n discount of five (5) percent is ail owed (72 P.S. \ 2485.710). Inheritance Tax, other than tax on 0 futuro tlllOrufit, III duo lit 111{1 dnlH ollhu dnCIJdnnt's llonth nnd I)ecomes delinquent at the expiration of nino {91 rno/llll" ultor \110 llocutlunJ''l dfllllh tn, P S, fJ 2485.711). Inheritance Tax on a future interest is payable within throo 131'110n1115 ullor Ihl! unn!>hu lilkllS nUnc! in possession and enjoyment and is delinquent thorcaltor 172 P.S. ~ 240&.712} ClIlcullllll 'ntorusl hom tho dolinquent date shown on the face of this form to the dalo of Betunl pUYlIlunl UIJUlIJ thll fullflwU\\.lllllllrmil tnhlu _________~___________ _________ _ ___ _ ..... _.... ... .._.__ ,.. _ ~,. _"._ _ _"M _ _. __ _ --.- ------- -- ------- 1 month .005 4 months 010 "/ monthu 035 10 months .050 2 months .010 5 months .025 B montllti 040 11 months .055 3 months .015 6 months .030 !) l1\onths 045 12 months .060 -.--.-.-.----..- 1 days .00017 11 dllYG (XII Uti 21 days .00352 2 days .00034 12 dllYu 00203 22 days .00369 3 days .00051 13 "nys .001.20 23 days .00386 4 days .00068 14 days .00237 24 days .00403 5 days .00085 1& 11nYIl .00250 25 days .00420 6 days .00101 16 dUYG .00207 26 days .00437 7 days .00118 17 day. .00284 27 days .00454 8 days .00135 18 "ny' .00301 28 days .00471 9 days .00152 19 dny' .00318 29 days .00488 10 days .00169 20day' 00335 30 days .00500 --- -------- ---------- - - - - -- - -- - -- - - - - - _.~ - - - - _.- -- -- - - -- --------- ------ Any party in interest. including tho Con1l110llWtllllth nnd tllu pursonlll wprcsenl,'tive, not satisfied with the assessment may object thereto within sill-ty IOOl tiny!. ultlH fl.'cuipt of this Notice liS provided by Section 1001 of the Inheritance and Estate Tal( Act of 19611"12 1'.5. ~ '}4B&.10011. Mako chock or ll1onoy 'lldor pnynillo 10: "RoOiGlor uf Will". Anont" Mnil to 11m oddf(!!Hi liswd bolow: