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HomeMy WebLinkAbout80-00501 /.,' :),.... .' , ,~:' ..;,. ,..... -:~ ':~~.; ::: ''':' . -,~ :. ,', ..... 'I" ~ . I ; ti I ~ '. a . .. e ~ . 14 I = I ~ -...:.... .. 'c, - 0 , '. Jt li 0 j r-l ,z " '" , ", ';;', " 'I':;' " .::~.i .. .,.,,\ '.';:;' /' '''.: """;' ~ . ~ ',. No. )1-80 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY 51)1 in the Estate of cA-nl#IPiS ;..1, Ir!~f( , deceased. To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Petllloner(s) ~ (are) the execut R 'CIS ~ named In the Last Will and Testament of ~1JNA/~ N. N€.tS:Ft!;f? dated pee. I~ ItJd:>'1 Decedent was a citizen of the United States and a resident of a..;p AlII..f.- Te'A'R5~ip (Borough), Cumberland County, CommonViealth of Pennsylvania. Decedent died on FRJP4'f the I~ day of vvt..J/ A.D. 19 ~~ ,Inthe County of j),J,fJf'H/).) ,State of PI;, attheageof ~~ years. Decedent.fte6 (has not) been married and M (has not) had children born to ntm (her) since the ex- ecution of the above described Will. ,J;J ff. Decedent was possessed of personal property to the value of I) ~(J(!J. - and of real estate to the value of & ..ft', ~(J(1. - as near as can be ascertained; said real estate situated as follows 2.2.~ RMK~J~tf" &J9l! CAHP .-'JIU-, I'I!)~ Therefore, your petitioner(s) respectfully apply(ies) for the probate of the said Last Will and Testa. ment and for Letters Testamentary theron. Dated vVL,/ 24 . 19~o . Name and address of Petitioner(s) ...'\ 1 i d.JL~'y i,l, VV,,; '~( ~ 'MRUi H, Wt!:lf,.Jfitr':t!L '" 3" 7 ~,).~711 .$.7:, (""PI,rP;JI1 LJ., ?", I "?t'11 J1>47>?' ~t!; /.-/7-~'N; / /f.p'ill ~~ I.s-~ >',,~( $./I(I"'~~ 1:1, /7J7~ COMMONWEALTH OF PENNSYLVANIA } COUNTY OF CUMBERLAND ss H~&u: j.,I, W6',v~~l?r t P~""II ,R.. named in above application, being duly .,$~V statements set forth in this petition are true to the best of JuJ"~P and subscribed before me, V tJt..'1 24 19.!C- ~J21d-l'l--~' .~:. ~~ c; ~~ ,P/(t?~tS If' according to law say(s) that the ~/R knowledge and belief. , '\ \1 . I, t. ." L", -L~' J;(, ~, v,' , ",'\\ \'\ / . -.L ~ J " I V"-l'lt.'l.......r/-," .\ 7( ;/-:? / 1"",(//; ./ - It1~ Filed: July 25, 1980 //-<;'1-$ Attorney .J~ ~ ~1P.vlJd; tr"~, [:?CJo 7 , _._-"~ i t~?~ " ~ \ '. '. ARNOLD II SLlKE Ano.un AT UW :lIal JUIIT STltU, ., CU, HILL, .IIHIIYLY"W1A LAST WILL AND TESTAMENT OF CATI~INE N. KEEFER I, CATHARINE N. KEEFER, of Camp Hill, cumberland county, pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I _ I direct that my jewelry, personal effects, clothing, furniture, household goods and car shall be divided equally among my sister, Mabel M. wengert, of Camp Hill, Pennsylvania; my niece, Naomi K. Prosser, of York Springs, Pennsylvania; and my nephew, Atlee Keefer, of York Springs, Pennsylvania. II _ I devise and bequeath all the rest, residue and remainder of my estate of every nature and wheresoever situate unto my trustees hereinafter named for the following uses, pur- poses and distribution. The trustees shall hold the estate for the benefit of my grandnephew, Edward L. Prosser, of York I Springs, pennsylvania. The trustees shall have the right to distribute income and principal at their 30le and absolute dis- cretion for the health, welfare and education of my said grand- nephew. When the said Edward L. Prosser attains the age of 21 years, my trustees shall distribute to him at that time the remaining trust estate. Should the said Edward L. Prosser die before attaining the age of 21 years, the trustees shall dis- tribute the trust estate to my grandnephew, Brian D. Prosser; my grandnephew, stephen Keefer; and my grandniece, Dawn L. Keefer, all of York Springs, pennsylvania, share and share alike. My trustees shall have the power in their sole and absolute discretion to retain any real estate I may own at the time of my death so that if my estate is sufficient to pay the expenses of maintaining the real estate and if my grandnephew, (1.-1lrJ?all;....Jl.J "V/. }{ 01MJ' Page 1 I d Edward L. Prosser, desires to reside in the real estate, the trustees may allow him to do so, in spite of the fact that the trust estate may not be income producing under those circum- stances. III - All taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be considered a part of the expense of the administration of my estate, and my personal representative or " representatives shall have the absolute power in his, her or their discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of all or part of them to a later time. IV - I appoint my niece, Naomi K. Prosser, and her husband, Melvin Prosser, trustees of my estate hereinabove set forth. Should either fail to qualify or cease to act as such, I direct the remaining or surviving trustee serve alone. V - I appoint my sister, Mabel M. Wengert, and my " niece, Naomi K. Prosser, Co-executrices of this, my Last Will and Testament. Should either fail to qualify or cease to act as such, then I direct the remaining or surviving executrix serve alone. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the -1JL day of ~JC., , 1964. (!,d,IJ.n~ _0, 'VI. ]I. d o~. Catharine N: Kee er (SEAL) Signed, sealed, published and declared by CATHARINE N. KEEFER, Testatrix therein named, on this and one (1) other sheet of paper as and for her Last Will in our presence, who, in her presence, at her request and in the presence of each other, have i' hereunto subscribed our names as attesting witnesses. I' ~~ ('a:4 H-;Y~, I 0.. ~~ ~ ___/~L,C7,,- v t.-t -:-r-t ~l~t ;;= ~ fiI II ~t r.. fiI r:J ~ . ~ III ~ ~ J:t -, ... t .. . .J ~ ~ , z ~r l < ~ ~OO~" , - . . ~ t:t ~ ~ ~ ~ ~ ~} t t" o . ~ ~, ~ ~ A = oS , , j.J~" . - i~~t) g ! ~ S .ex: () ~ . 2 <1l 6 . OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Lellers of Administration in and for the County of . , )-I~Le /1. I.VGv(ftfR/".i PA-~'#I ~P,fP.J.1tGli' Co.. ~trGl/1',e/(:.t!J K~itFiS~ Cumberland, personally came who, being duly G.~,pU, do of the lasi Will and Testament of depose and say that as c.91'IIM 11lJ~ ,u. deceased ~" . . . , will well and lruly admi~ister the goods arid chattels, rights and credits of said deceased according to law. And also will dilig~ntl; comply with the provisions of the law relating to Transfer Inheritances. J.l"~ and subscribed before me. vtJL 24.' .D., 19~ \1/ ,()~()...:-."',(\ \ \/\ --'~ 'cPA ,/:. J' . \ ' '/ ,j/,/\ . C!....--c4./ flown. .'_ 7r 7;),A~)/}{//)/ - ~ o 1Jj u. o .....I .....I - ~ ~~~] :<11 :B ~l~ ~l ~I ~I ~ gi 1 - rz M: co: =11:: ..lll 8 ~ 0: ~ ~f In: N, :>.l .-I: ::I: "I .-I: 0: Ln: I: 0: co: I. .-I: N~ ~ .fl .5 <Il r::l - ~ r:: .~ u! E-<: r.l~ .-I: \I): \I): =11:, g>" '<II p.. i::)'l 00 : . - N "t:I Q) 1: o ... Q) .... "t:I r:: <II ~ Be it remembered that on the 25th DECREE July 80' ,A.D.,19_. there was probated and day of Catharine N. Keefer recorded the last Will and Testament of late of Camp Hill , Cumberland County, Pennsylvania, Deceased. Letters Testamentary were granted to Mabie M. Wengert and Naomi R. Prosser Witness my hand and official seal the day and year aforesaid. - >~? //J J . /~ //7~ (!. ~-c~ ~ R . egtster' - "Ii\'oo440 11-10) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT AFFIDAVIT OF FIDUCIARY (In.t,uctlons on Rovorse Side) *' Estate 01 CATHARINE N. KEEFER Last Address 2209 Parks ide Road Camp Hill, PA 17011 Date of Death July 18, 1980 Saciol Security No. 168-24-4104 Bureou File No. 21-80-501 ,,2/- /Y'O' 'J() I (CITY) (STATEI ( liP) Coun ty FiI e No. 1. Decedent di ed: ( ) Intestate (without a will) ( X) Testate (leaving a last will--copy ottoched) 2. Is the filing 01 a Federal Estate Tax Return required lor this estate? Yes_ No X 3. (XX) Executor/Executrix ) Administrator/Administratrix Name Mable M. Wengert and Naomi R Pro~~er Address c/o 2109 Market Street Camp Hill, PA 17011 (CITYI (STATE) (ZIPI 4. All correspondence shauld be mailed to ( X) Attorney ) Fiduciary. S. If an attorn ey is representi ng the estate, indicate: Name James K. Arnold, Esq. Address 2109 Market Camp Hill, (CITY) St., P.O. Box 737 PA (STATEI 17011 (ZIPI List all sale deposit boxes registered in the decedent's individuol nomel or jointly with, or as an agent or deputy 01 another, or in decedent's individuol name with right 01 access by anatner as agent or deputy. Include the nOme and address of the bank or other institution where the safe deposit box is located, the name (s) in which the box is registered and the relationship 01 the joint holders to the decedent. NAME AND ADDRESS DF BANK OR OTHER INSTITUTION IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN wHiCH SAFE DEPOSIT BDX IS REGISTERED RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Dauphin Deposit Bank & Trust Co. {,'l.} 2275 Paxton Street Decedent and Mable Sister M. Hengert Under penalties of perjury, I declare thotl have examined this return, including accompanying schedules and statements, ond to the best 01 my knowledge a d beliel it is true, corr,ect and complete. ;' " , .--, ,) '- / / , ,G-.-.- rl--< __ .:~~ -f ~4-<2i>2/ . :--/" ~\ _O-,v..~. </- 1(, - :y / OATE . llIEY-4S0 11ol10' COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY * (Instructions on Reverse Side) ESTATE OF CATHARINE N. KEEFER ITEM NO. ESTIMA TED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONLY) DESCRIPTION House and lot at 2209 Parks ide Road, Camp Hill, Pa., purchased 11/25155, deed recorded in l6"V"449, Cumberland County records, valued as per actual sale price - 3/24/81 7/10, 54,000.00 TOTAL THIS PAGE 54 000 REV"51 (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEOENT Estate of ITEM NO. SCHEDULE "B" PERSONAL PROPERTY (III'tructions on Reverse Sidel CATHARINE N. KEEFER DESCRIPTION 399.490 shs. Mutual Investing Foundation in name of decedent as Trustee for Edward L. Prosser at 8.38 Harris Savings Association savings account fF1486 1976 Oldsmobile Cutlass automobile 14 shs. Chrys ler Corp. common at &.90 34 shs. Harsco Corp. common at 34.13 8 shs. G.P.U. common at 6.44 2,354.357 shs. Investors Mutual Fund, Inc in name of decedent as Trustee for Mable M. Wengert at 9.47 Furniture and household goods * UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL US/: ONL YI 3,347.73 4,388.90 3,000.00 1.M (97.16 ) H, 1,160.42 51. 52 2,295.76 1,000.00 TOTAL THIS PAGE . . REV045a EX' 13.80) SCHEDULE "C" COI",,'OMW!ALTH OF PENMSYLVANIA TRANSFERS , !l!PUTM!NT Of REV!NUE . TRANSfER INHeRITANCE TAX RUIO!NT O!CEDEMT CATHARINE N KEEFER ESTATE OF . * INSTRUCTIONS: 1. Answer the Questions on reverse side. 2. If the answer to any of the Questions on \he reverse side is "Yes," provide a description of the property transferred per Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to 1I110m transferred and relationship of transferees to decedent. Allach a copy of any trust deed or instrument relating to the transferred property. - - ITEM DESCRIPTION ESTIMATED DEPT. VALUATION NO. MARKET VALUE (OFFICIAL USE ONL YJ NONE TOTAL THIS PAGE ^'MIC ~/L QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of 11is estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) NO 2. Did decedent, within two yearsol death, lranster properly from himself! hersell toJ16lllself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Ves" or "No".) - 3. If the answer to one 01 two above is "Ves" aad the transfers ale claimed to he nontaxable, provide the following information: a. Age of decedent at time oftranslcr. b. Copy of death cerli fi cate. c. Affidavit by the attending physician indicating the state of decedent':; health ~t fimp. of \ransler. d. All other information supporting nontaxability of fJansfer. 4. Oid decedent, in his/her lifetime, make any transfer of property without receiving a valuahle or adequate consideration therefor which was to take eflect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) NO a. Was there any possibilily Ibat the property transfelred mighl retull110 transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) NO b. What was the transferee's age at time of decedent's death? NQ 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves 101 his/Iler life or any peried which does in fact end before his/her death: a. The possession or enjoyment of or the right to income (rom the property transtened? (Answer "Yes" or "No".) NO b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".j NO 6. If the answer to five b. abJve is "Yes," state whether the right was reserved in decedent alone or others. 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Ves" or "No".) NO 8. Did decedent, at any time, transfer IHopelty, the hmeficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revolle, or which could revelt to decedent under terms of transfer or by operation of law? (Answer "Ves" or "No".) NO 9. If the answer to eight above is "Yes," was the power to altm, amend or levoke the interest of the beneficiary reserved in \he decedent alone or the decedent and others? (Answer "Yes" or "No".) REV04!53 EX+ (3.80) , COMMONWEALTH OF PENNSVLVANIA DEPARTMENT DF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES Estate of CATHARINE N. KEEFER (Instructions on Reverse Sido) BENEFICIARIES AND ADDRESSES Mable M. Wengert 307 South 24th Street Camp Hill, PA RELATIONSHIP Sister Naomi R. Prosser R. D. #1, Box 158 York Springs, PA 17372 Niece Atlee Keefer York Springs, PA Ne hew Dawn Louise Keefer York Springs, PA Grandniece Edward L. Prosser R. D. #4, Box 221 Elizabethtown, PA Grandne hew The above beneficiaries are living at this time except for the following: NAME SURVIVED DECEDENT Yes Yes Yes Yes Ye '*' DATE OF BIRTH INTEREST OF BENEFICIARY $27 250.72 $10,696.87 1 333.00 DATE OF DEATH ."~~- ........,.".-. . . INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by the decedent jointly with another party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be included. List real estate first. 1. Describe all real property as indicated in the instructions for Schedule "A". Describe all personal property as indicated in the instructions for Schedule "B". Include the name, address and relationship to the decedent of the co.owner (s) and the date the joint ownership was established. 2. Indicate the total market value of the jointly owned property. 3. Indicate the percentage of the decedent's interest. 4. Indicate the market vallie of the decedent's interest. C ." 0 n ;J> m >- ~ Z >- 0 0 0 IJl 0 C) n c: 0 ...J Z ~ Z t"' m m ~ Z ~ ~ ? ? t"' Z Z m ..; r:l ..; ~ ? m ? ..; -< '" IJl .v.... Z 0 '" 0 ..; l('; ? ." '':1 ~ ~ " ~I: I >- 0 ,.. oc u ..; ." ,~ c:l: :.n;:: 0 ." ,- - ...... ;'~Cl Z n 9"". ~ .{-.. - N "'~' >- c..'~. Q.,"" t"' lLJl;- c:; ",-' ol- e:: C a:U) o. a"J 0(; cr :::S IJl Co)LU c:~ m ~c: ~ w=> 0 50 -,Co) z Co) t"' -< -< -< ~ m m >- >- ~ ::<l REV.518 FO 17.80) ~~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIDNS NOTICE OF FILING OF APPRAISEMENT Mabel M. Wengert and Naomi R. Prosser C/O 2109 Market Street Camp Hill, PA 17011 RE: Estate of County of File No. Catharine N. Keefer Cumberland ;>] -80-0<;0] Dear Mrs. Wengert and Mrs. Prosser: You are hereby noti Ii ed that the orieinal appraisement in the estate of Catharine N. Keefer hos been filed in the office 01 the Register 01 Wills of Cumber] And County on May 21 ,1981 . Said appraisement reflects the following valuations: Real Estate Personal Property Jointly Owned Translers Total 54.000.00 '1<;.'14;>.'1'1 1'1,067.61 None Sl02.4o<l.q4 As to such tax that is paid within three months from date of death, a live (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (Iifteen months when death occurred Iram December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rote of six (6%) percer,t per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Sectio'n 1001 01 the Inheritance and Estate Tax Act o' 1961,72 P.S. 2485-1001, P.L. 373. Date May 21, 1981 Signed ..fl./h/f"" / IFff,;? d k) ) Title Chief Anllraiser NOTE: This is not a bill. I " I ..1 I I ! ' i I ~ ~ ~ al , ~ 0 p; o-i Z ~ ~ 0 ell . ." 101 :z: .... fIl ." ;;l !ll s:: as ..:l o-i :!i '" ell \,J Z ~ - 0 '"' '"' - <.) 0 ~ , , ~ '"' 0 '"' 0 f-o 0 '" Z 0 fIl 101 '" >- f-o 0 - ~ Z Z f-o f-o 101 Z ..:l 0 - 0 ~ S ::<: 101 101 ..:l Z ::E z Q u ~ z at ~ fIl ~ 0 0 101 \,J Q :l " REV-455 EX+ (3.80) COMMONWEALTH DF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT ~ .. SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS -- Estate of Catharine N. Keefer Date of Death 7/18/80 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: File ND. 21-80-501 Claimant Relationship to Decedent Claimant's Address at time of Decedent's Death ITEM NO. OATE NAME OF PAVEE REMARKS AMOUNT Patriot-News CO. Advertising Letters 25.98 Cumberland Law Journal Advertising Letters 18.00 Register of Wills Letters Testamentary & shorts 49.00 Camp Hill Post Office Certified mailing costs 4.66 Gaughen Real Estate Agency Commission on sale of house 3,780.00 Comm. of Pa. 1% realty transfer tax 540.00 Arnold, Slike & Bayley Deed preparation 50.00 Register of Wills Filing fees 9.00 Arnold, Slike & Bayley Legal fees 4,467.00 Mable M. Wengert Executrix Commission 2,234.00 Naomi R. Prosser Executrix Commission 2,234.00 Register of Wills Reserved for accounting 100.00 PP&L Electricity 96.00 M. D. ["-ills, M.D. Medical bill 340.00 Harrisburg Hospital Hospital bill 160.00 V. E. Helman Memorials Monument 855.00 Bell of Pa. Telephone bill 16.28 Pittendurf Funeral Home Funeral expenses 2,954.34 Truman E. Horner, Inc. Trash bill 11. 85 Lester G. Connor Realty appraisal 100.00 J. L. Gilbert Plumbing repairs 184.95 Riverton Con. Water Co. water bill 9.40 Nationwide Mutual Fire insurance premium 112.00 V. E. Helman Memorials Marker foot ~~ 274.00 I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes. , GENERAL INHERITANCE TAX INFORMATION Unsatislied 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 01 administration, attorney lees, fiduciary lees, luneral and burial expenses including the cost 01 a burial lot, tombstone or grave marker and other related burial expenses. All debts being claimed against an estate are subject to the approval 01 the Register 01 Wills with whom the Inheritance Tax Return is filed. Evidence,to support the decedent's or the estate's liability lor the debts being claimed should be attached to this schedule. A family exemption 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 01 the same household can c1ainl 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 0 will or by the Pennsylvania Intestate Laws. NOTE: Compensation poid to on estate representative; namely, an executor or administrator, for services performed in administering an estate is reportable for Pennsylvania Income Tax purposes. This taxoble income item should be reported on form PA.4D.lndividuollncome Tax Return. r- "d t:l 8 E; t%l E; ~ - ~ 0 en Z n c: t:l ~ z 3: z ~ t%l t%l ~ Z '" 9 - 0 .['. """ : .._~ . . Z Z t%l ..., t%l ..., Z ., ,:,t.. 9 9 ..., -< en t%l - en ..., - '..1 ~. Z 0 en 0 ..., ('. ;:;: :--',8 ~ S 4:.: '70 9 "'l L..... ~, tr' <I- v':. :::< 6=- N - ri:.-J 0 wul Z 0'" Z 0'- =s ,w 0::'" ::0:'" 0- u'" o::~ WW .- w~ ",0:: 20 .....u (.) -< t%l !:; -< t%l :> '" 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 ond the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3L Enter the date on which eoch deh! wn< i"rll"o~ ""~ t.. ..:J i I. \ \ \ \ \ ! SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS PAGE 2 Estate of Catharine N. Keefer (con t ' d) Date of Death WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: REV"",55 EX+ (3-S0) COMMDNWEAL TH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DeCEDENT File No. 21-80-501 Cline, Inc. Kenneth Reiner 22.00 85.00 Claimant Relationship to Decedent Claimant's Address at time of Decedent's Death ITEM NO. DATE NAME OF PAVEE REMARKS Furnace repairs Lawn care AMOUNT TOTAL I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as, d~ductions fO~ Inh~ritynce Tax urposesi? . '-\J .N.s. '/ .N:. "7.t'J!1J SIGN TURE OF FIOUC ARV OAT. / OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ / p- , ? .3 .J. '1:f. AT ).6"' . ... % TAX RATE ~(?~s{i'Fwqj~ ~ -.::(9!-tf'i DATE ;,:. GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible ogainst his/her taxable estate. In addition to debts incurred by the decedent or estate, ather items are c10imable including the cast af administration, 'attorney fees, fiduciary fees, funeral and burial expenses including the cost 01 a buriallat, tombstone or grave marker and other related burial expenses. All debts being claimed against an estate are subject to the approval af the Register of Wills with whom the Inheritance Tax Return is filed. Evidence ,to suppartthe decedent's or the estate's liobility for the debts being claimed should be allached to this schedule, A family exemption may be claimed by a spouse af a decedent who died domiciled in Pennsylvania. II there is na 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 ar child, the eXRl11ption can be claimed by a parent or parents who are members af 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. NOTE: Compensation paid to an estate representative; namely, an executor ar administrator, far services perfarmed in administering an estate is reportable for Pennsylvania Income Tax purposes, This taxable income item should be reported on larm PA.40.lndividuallncome Tax Return. r-' ." C t'"l ~ tt1 ~ ;S Z :> 0 0 en Z C'l t'"l c: " ~ Z == l"" tt1 tt1 ~ Z ::ll 9 - 9 l"" Z Z tt1 ..., tt1 ..., z 9 ..., ><: tt1 - 9 en ~ .r Z 0 en 0 C, ~:.;.' 9 "" "" ~ "" ~:. l_) 8" li,'-' - i7.' '<.... 0 ::'~ .- l..I._', ...-r::';: Z Cl' l!" "< c,.. N "-... lIJ..' 2: Ir:.a: c"" = ';'''-' O:L~ -, 0- ~C~ ,-,'-" LULU "'", 0:0: - ~'-' 11' u -< -< tt1 m :> :> ;<l ;<l I INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. lithe family exemptian 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 an which each debt was incurred and/or paid. 4, Enter the names of each payee. 5. Provide a brief explanation in the remarks column lor 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 far paying the debts. IF ADDITIONAL SPACE IS NECESSARY USE aw' x 11" SHEETS. III :!! 0 r- 0 it " oo 0 3 - ... .. .... <T RECORD,-:"",;';r " .. 0 ~ REGI~~1 ' ;- - L< " ... C'l ." ~ ... 0 ~ > m Z '81 APfl 21 Z ;0 ~ AH ., " 0 '" ltl ,) , " n ~ c 0 Z tIl " ~ + Z < ?t:;.; ":' ;0 > 0 H ~ 'T1 m CLERK -D!:,'lII.;. ~. ." 0 r- Z 0 . z 3 CUllOEflL;',I:.l ';;' . f' ::t: t>l 'T1 r- ." .... 0 ." J: CD g- oo C ..... m ;0 m C> ..., '" Z '" 0 CD .. t-' > ~ n t-' ." 0 .. m oo .... ;0 t-' M IJ:l :;.; m :;! ~ p.. CD 0 t>l !'- 11 t>l 0 "':l -. C t>l ::>' :>::I '61<61 10 fOV So!'o!onpI~ 'AI ololfJV oOS '1< Alloo' '0 Af/ouo"od Of so po~ooHo 0'1 Aow sloo~s 10uo!f!PPV 'E 'sfo"o 10UO!l!Ppo jO ^'OAOOS,P jO sAop Al'!~l ul~l!'" pOllj oqlsnw A,OIUOAU! IUowolddns V 'Z -oA!lofuoso,do, 10uoSJod jO fUOWfuloddo JOHO s~fuOW oO'~f uI~l!'" pom o'l fsnw A'OfUOAUl uV '1 SNOI.L:)nll.LSNI A.O ""A I{fUOri kIn!, Bl ~fOoa jO Of 00 0861 1S1"PPY 110Ll va '111H owe~ A1trlO) puopaqwrI) Y4 'I!H -, t86l '1 Al"r U1!dXi t10!U!WWO) ...w ~~N,n~~~ 6l ;7~ ~ 4aa~4S 4a~~ew 601Z 0/0 18 'ow O'Ojoq po'l!,,"s'lns pUO 04 U~O{o1S '{:;/> ;)< / ~foop s,fuopooop jO ofop o~f jO so onloA J!Oj S,f! fuoso,do, A'OfUOAul o~f jO wOf! ~ooo ol!soddo so,n6lj o~f fO~f pUO 'OIUOAI,{sUUOd jO ~II00"'UOWWO:) O~l oPlslno OfOISO 100' fdoo.o 'OfOIS. 10.' pUO ,{IJOdo,d 10UOSJod .~f 110 10 6u!ls!suoo 'luapaoop PI"' jO Of of sa aJ!luo o~f jO saol~4n;)ax:;r Plo. o~l ' wal.p,{q opow ,{,olUMul uo sl U!~l!'" ollllo~l pUO po.OOOOp "Od ',{funo:) Puol,oqwn:) , tI13rlo~oH - ftlfC C1Web-----.. -'-- jO Of 01 .J.d;f " Cl}l N aUl~etI4e:::> jO ofofs3 o~l jO sao'P4TIOax:;r atI4 a~e ,{ 0~4 fO~1 .Aos pUO sosodop ''''01 Of 6ulP'oOOO u~O{o1S ,{Inp 6u!a'l ti~~~OVN pue l~:;r~N:3:M 'W :3:1HVW { ON't'lllil8wn:) :10 J.J.NnO:) VINV^1ASNNild :10 H.L1VilMNOWWO:) :n COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '* . COUNTY. FIL" NO: ;;< I Y. 1\ _ -5 0 / . · l-i\ cl,1!..v ~ VJ -Q"...~./I.:/ Y- A'J1(1l~f\1L R P7...;':;,-",,/_ :. TO: "/.LL ~.o/ Ie (ff1/\\ 4~( C-01' ~ 160; VhV'i"t ,/ '1\1-, .e LJ /2-/1"">' _ '1,3 ') [~^"" r '1.~J,Jl, fo-. I? r) IJ COUNTY DATE OF DEATH IJ. , / )9 Yo Appraised Value of Estate: Real Estate Personal Prop&rty s J;L/ I , J . + < j f) / o (n,) U () 3 '/ ~ .3 J () (..,7 (,/ Ll09 If '7;; ~. Lj-G ~?ry VIf Jointlv Held PropertvlTransfers + )~ --- Claar Value 01 Estate s /0;) /J , s J-;:;; -' Total Gross Estate Total Approved Deductions Less: Approved Charitable Exemptions Clear Value 01 Estate Subject to Tax s L3J (.,'7'7.Vt Amount Taxable @ 6% Rate s tax due s Amount Taxable @ 15% Rate 5i'3 6. 77. L!t( . . tax due Id 5.5/. 6d... s);;? 55/,. (.,~ TOTAL PENNSVLVANIA INHERITANCE TAX DUE . * * * . * A fjve percent discount totaling $ will be granted if the Inheritance Tax is paid bV less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT $ 31) (",9. ~S+ s ),J(?, '/,7- s = s 3757.5iJ.-. ex 0 S/f, 75 + log. f~- = ;J, I 601, cf'~ - -r~:t;J - + = ..5- 9 ;J.,(J tJ-1 /0- $-k'o /O-ly-rO Interest accrues at the rate of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $ t::, "'.3 I,,;J. / , Assessed by: (), r '- O- See Information on Reverse Side~""S . ~Iforlh"~ommon 'J\~.M~'\.. 1 :~L(;i~T~ ::, \..~; ."l~:S , 1--- -- ---- -- - - '-- - -- -- - -. - - --.-.- -- - -- - - -.-- I : ...-..... -- -- -- : >>'REY.1102CX :d:": . , COMMONWEALTH OF PENNSYLVANIA : 4 'NO: K' 29667 DEPARTMENT OF REVENUE , ,.,,'...' '. OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX I ~ . " II = ~ ~! RECEIVED n FROM ADDRESS 2109 MlI1'ket at. - __ __ Fa __ ..__ ~~.. -- TAX AT 6% Mable M. Wengert James K. Arnold, Esq. TAX AT 15% TAXAT_% ESTATE TAX camp Rill. PA 17011 ESTATE~FoRMAT~N~-ii~i-y--18~-1!leO--------- DA TE OF DEATH TOTAL TAX CREDIT $6,631.21 FILE NUMBER 21"80=501 DATE OF PAYMENT July 24, 1981 Catharine N. Keefer LESS DISCOUNT COUNTY C umber land m m PLUS % INTEREST (FROM 4"18=81 To~fel 105.73 NAME OF DECEDENT ---- -- - ---- - --- - TOTAL AMOUNT PAID $6,736.94 POSTMARK DATE REMARKS: ~ "PAID IN FULL" SEAL RECEIVED BY , (.'" / .' 1/,., () .,/ d / / LDI(,f . .j}-U.(/.-t,. ! /I SIGNATURE / REGISTER OF WILLS ------ -------_._--- ---- " ARHOLO Ii SLIICI ..,.,........ u "". "" ....n 'TWIf , ., . - , LAS'!' WILL AND TESTAAENT OF CATHARINE H. KEEFER I, CATHARINE N. KEEFER, of Camp Hill, cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revokin9 any will previously made by me. I _ I direct that my jewelry, personal effects, clothing, furniture, household goods and car shall be divided equally among my sister, Mabel M. Wengert, of Camp Hill, Pennsylvania: my niece, Haomi K. Prosser, of York Springs, pennsylvania, and my nephew, Atlee Keefer, of York Springs, Pennsylvania. II _ I devise and bequeath all the rest, residue and remainder of my .state of every nature and wheresoever situate unto my trustees hereinafter named for the following uses, pur- poses and distribution. The trustees shall hold the estate for the benefit of my grandnephew, Edward L. pro.ser, of York springs, pennsylvania. The trustees shall have the right to distribute income and principal at their sole and absolute dis- cretion for the health, welfare and education of my said grand- nephew. When the said Edward L. Prosser attains the age of 21 years, my trustees shall distribute to him at that time the remaining trust estate. Should the said Edward L. Prosser die before attaining the age of 21 years, the trustees shall dis- tribute the trust estate to my grandnephew, Brian D. Prosser, my grandnephew, stephen Keefer, and my grandniece, Dawn L. Keefer, all of York Springs, Pennsylvania, share and share alike. My trustees shall have the power in their sole and absolute discretion to retain any real estate I may own at the time of my death 80 that if my estate is sufficient to pay the expenses of maintaining the real estate and if my grandnephew, f1..1l:rJ?BII":'_u.11,}{ 01t1A~. page 1 .^-- ARNOLD' SlIK( ura..n. If UI. '''IIUII,,''''eT :"..IIIU.........\....l. i .' . 1;, . '. . Edward L. Prosser, desires to reside in the real estate, the trustees .ay allow him to do so, in spite of the fact tl,at · hE' trust estate may not be income producing under those circum- stances. III _ All taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction t imposed shall be considered a part of the expense of the administration of my estate, and my personal representative or representatives shall have the absolute power in his, her or their discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of all or part of them to a later time. IV _ I appoint my n'iece, Naomi K. Prosser, and her husband, Melvin Prosser, trustees of my estate hereinabove set forth. Should either fail to qualify or cease to act as such, I direct the remaining or surviving trustee serve alone. v _ I appoint my sister, Mabel M. Wengert, and my niece, Naomi K. Prosser, co-executrices of this, my Last Will and Testament. Should either fail to qualify or cease to act as such, then I direct the remaining or surviving executrix serv~ alone. IN WITNESS WHEREOF, I have hereunto set my hand and Beal on this, the -1.!L day of ~JI.. , 1964. (!,~~. ))- JI. "'~. Cat ar1.ne N: Kee r (SEAL) Signed, sealed, published and declared by CATHARINE N. KEEFER, Testatrix therein named, on this and one (1) other sheet of paper as and for her Last will in our presence, who, in her presence, at her request and in the presence of each other. have hereunto subscribed our names as attesting witnesses. ()~ ~, ~ Ca.'u? H:'pf}j J ~. -:r..~-r-._/~j . -/ ,-<- ..L. ,- - ... ~.4. " (. . ~ " c:xi roO :rJ~ ("';1'''-1 -" r::~.. "'n -.r:':"': 1;'0 f':'-l" ~ \:~;o f~;( ) .CJ ,,":fT1 r- -..:, N ';I? 1"-'" " ...., oj 0- .c. L' '!:" ~ ii 0 ~ " C .- ~ @ ., ~ i c: ",", ~ ~ ::: , '..l 'I ~ ~ " " ? ~ ::; 0 ~.... 'tl Z ] - u u I>l, :<; 0 J:: III 0 , ;, ~ "" u v. ~ " 0; " Ill'M H .I:. .. ~ ;; :J '" .- ..<::.-i J:: 8 ~ c 1! ~ ~ ~ Z t1'k III P ...;" ~ ~ ::: li'" .- ;: i) ~ " . ~ ~ ::l Ql :> ~ tl:l C C 'i -~~ <" ~ O~.-i 0 H ~ g C ~ ..l" Z i) ~ clS < Z k :>1'tl ~ " ~ OJ c .t . ::. " - ,. 1-'" \i1 o III Ql ~ 8 ~ :;. a tii OJ ~ r~ <" > ~ tl:l U J:: III H Ul " c .- i'l <Il e " o<C J:: III P H -5 ." - = .. ~ " 1. tI: Ql - Ql QJ 0 0 - ." .... ... . z :; :;: ~ . " 8'<:: .-i P< C) ~ ::: " , , ~ ~ ~ on < Po o<C+' .-i QJ tI: 0 '!: ;; E ~ :; lfJ 1- ~ U 'M -0 U ~ '- .c <:: " - " 0 .a ;: :- ,., ~ . .... tI: :>1 Ul Ul ~ :;:: '" ., ~ 0 ,;: ^i:: 7 " 1i (h ~ 0 +' 0 a OJ " - - - ~ 0 ~3 P< ..c: - u 0 . . '" u . 1- I Ql ~ ... ~ - 0 -a ... I: '. -- -:Ii < ~ +' III 0 >- - .s = ] u 8 III U U P< '3 ." " "" '0 " 'E ~ H .. " " t: . '-' ~ ~ '" " ;., '" '-' :: ~ Ul .. " " , ~ 0 ~ VJ .., :- c:: .' .~: - - <; 0 .. '" ~ " - ~ " u -= :c " 3 .- .~ 0 OJ -..: ..... - "" J ... .0 . ^aNOLD,SUJ:. Be BAYLEY AtTOlNn'i AT lAW -............ C".'"Iu.,h""n1Yu,,,",," PP&L Bell of Pa. Cumberland Law Journal Patriot-News Co. Register of Wills Register of Wills Register of Wills Lester G. Connor PP&L Bell of Pa. Riverton Con. Water Co. PP&L Nationwide Mutual Fire Insurance Bell of Pa. PP&L Truman E. Horner, Inc. Bell of Pa. V. E. Hellman Memorials PP&L Bell of Pa. Riverton Con. Water Co. PP&L Truman E.Horner,Inc. Bell of Pa. PP&L Riverton Con. Water Co. Bell of Pa. PP&L Bell of Pa. Truman E.Horner,Inc. PP&L J. Lear Gilbert Riverton Con. Water Co. Jack Gaughen Realtor I,rotary Pul:..lic Arnold, Slike & Bayley Recorder of Deeds ~~ne Keller, Tax.Col. Mable M. Wengert Naomi R. Prosser Arnold, Slike & Bayley Register of wills Naomi R. Prosser LI l' ~~.q /-.":L" . I ' ,; ,; ~..,"" ;;"... Electricity bill Telephone bill Advertising Letters ^dvertising Letters Filing fees Short certificate Accounting reserve Real estate appraisal F.lectricity bill Telephone bi 11 Ivater bill F.lectricity bill Premium increase of house insurance Telephone hi 11 Electricity bill Trash - 4th quarter Telephone bill Hon umen t Electricity bill Telephone bill ~Iater bill Electricity bill Trash - 1st quarter 1981 Telephone bill Electricity bill Iva ter bi 11 Telephone bill Electricity bill Telephone bill Final trash bill Final bill Plumbing repairs Final water bill Commission on sale of real estate Fees on real estate sale Deed preparation 1% realty transfer tax 1981 boro & county taxes Executrix Commission Executrix Commission Attorneys' fees Pa. Transfer Inheritance Tax on probate estate ($6,631.21 plus interest of Refunc of 50% Pa. Transfer Inheritance Tay. paid on 100% of joint account at First Fed. S&L, C 0.#2-36-806130, of which 50% was taxable 102.00 6.79 18.00 25.98 9.00 1. 00 75.00 100.00 96.00 7.65 9.40 96.00 112.00 6.79 96.00 11. 85 6.79 274.00 96.00' 7.34 12.68 102.00 11. 85 6.79 102.00 9.40 6.79 191. 70 6.79 3.95 70.22 184.95 14.78 3,780.00 3.00 40.00 540.00 213.30 2,234.00 2;234.00 4,467.00 6,736.94 105.73) 714.57 TOTAL PRINCIPAL DISBURSEMENTS $27,326.74 - 3 - AaJfOLP,SLUUl Be BAYLEY Anal.NIYJ AT lAW -.............. e..... "1u..,......U...u 1100' INCOME ACCOUNT Income Harsco Corporation Dividend TOTAL INCm~E DISTRIBUTION ACCOUNT Mable ~'. l'7enc;ert, Naomi K. Prosser and Atlee Keefer Tangible personal property and vehicle per III of Last Will and TestaMent TOTAL DISTRIBUTION ACCOUNT JOINTLY-HELD ASSET ACCOUNT (For Record Only) 399.490 shares Investors Mutual Fund, Inc. NIO decedent as Trustee for Edward L. Prosser at 8.38 per share, distributed to Edward L. Prosser 2,354.357 shares Investors Mutual Fund, Inc. NID decedent as Trustee for Mable M. Wengert at 9.47 per share, distributed to Mable M. Wengert (Pa. Transfer Inheritance Tax [PTIT] of $3,177.14 paid by distributee) First Federal Savings and Loan C.D. 1-1-500360 N/O decedent and Mable M. Wengert at $5,508.87 . distributed to ~Iable M. Wengert (PTIT of $392.51 paid by distributee) - 4 - liliLii ~:J h,~t 276 $17.00 $17.00 $4,000.00 $4,000.00 $ 3,347.73 22,295.76 5,508.87 ^aIfOLD,SLla. &: BAYLEY A~NKn AT lAW -......,....... C6..III1....,""..I1'~.U""..... '. ", First Federal Savings and Loan C.D. 216-720485 NIO decedent and Naomi P.. Prosser at $8,698.07 distributed to Naomi R. Prosser (PTIT of $619.78 paid by distributee) 8,698.07 First Federal Savinas and Loan C.D. 2-36-806130 NIO decedent and Naomi R. Prosser at $10,029.03 distributed to Naomi R. Prosser (PTIT of $714.57 net paid by distributee) U.S. Series "E" $50 bond #L649140279E N/O decedent or Dawn Louise Keefer at $81.78 distributed to Dawn Louise Keefer (PTIT of $5.83 paid by distributee) 10,029.03 81. 78 TOTAL JOINTLY-HELD ASSET DISTRIBUTION $49,961. 24 - 5 - L'''lh !:is h,,;( ;.: 77 ;-"",1'."::. COMMONNEI\LTH OF PENNSYLVANIA) 55. COUNTY OF CU/1BERLAND) MABLE 11. WENGERT and NAOlU n. PROSSER, being duly sworn according to law, depose and say that the Account as stated is true and correct and that the Grant of Letters and the first complete advertisement thereof occurred more than four (4) months before the filing of the Account. ~Q.Q~Ma~ v!~ aa~{'/IP ~' Naomi R. Prosser :!~:>~.~~~~ 1 "0"" .. :., .,-"..l, :. ,,' ft~;,:,,,}) ~, . ,:2>,.l"";!J .~.; ';~....~.~ :. t :l1 '';i~J~, ~ . ). -( . -'..1~-~'""'l : :;,~. \ ....,.. ,r.::j" ~'t '~;\1~ '".// ,_.1' .'~ '. "_:l'.. .' 'I . .......::..~: ..;~~rn '0 =d ""b"ch,oro me I:,t.l)}s, .2./ I'd> day of _, 1981 i,;I;,<>i2 y' ,(;jl~ .,l /h ..f~-~ 'r;,,,,:,',' .i' :' , Notary Public 1.'" ...~.':;:. .' '\~"." l' H\ .. ""...<,'../: Thelma S. AHau"in. Nol.ry Public I. '~" ~\( My Comm:'l;nn [xpim July I. 1984 C~In.1 II::!. p" CULn~tl..r,J Cotln:v ARNOLD. SUllE Be DAYLEY ATTOaHIYJ AT IA. _....n'...... c...~lln........'"'.n....I&'..... ~l\;t.~ - ~7-6 l 'I ..h.l (J~U( --... .<J ~ I ;;J I ..... 't: ~ r.. ~ 1i:l4-fI'O ... ~ 0 C fU fU'M ''<::.-i C Z 0\ i-< III ::l Q):> ~O~.-i Z i-< :>1'0 H 0 Ul Q) I':IIlCJC!!l ..: C 'u :r: Q) . Q) Q) E-t.<::.-iP<U ":+'.-i Q) CJ 'M'O ....:r::>1 r..O +' o 0. C Q) e ::l ~+'11l0 E-tI1lCJCJ ":0-1 E-t Ul . "'1' oJ . . ." '" Ell" ~, "odt ~t\~~. ~ i~lA.JI (1 ~C'll.c~ 0'''' ... - 0 :t c '5 Q. 41.'- :I ~ :? ii c o ; Q..c <> ~ . ~ ~ H~": ,.::J 'C " ~ ...;..I ,...., C l Q 0'-!tII 'u';:."-' ........i > ~t::-" . '.....,11 ~ ; ..... ~i~:, _ L1 .j": :, e'~ ~~! 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