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Home My WebLink About81-00558 . "....-<::Jto ~ H ~ ::> . -, >1' UI ~ . P< >< E-< . ~ P< H == . UI 8 j:r; ~ H ! ~ f>l ~ . ~ . ~ ~ j:r; . . ~ I f>l '" P< f:s P< IJ) P I") ,... CO - . 0 . ...- C'I w' (, .. dP '-1, j 100 - , ' ".t .' . . LAST WILL AND TESTAMENT OF RUTH N. KEEFER I, Ruth N. Keefer, presently of Upper Allen Township, County of Cumberland, Commonwealth of Pennsylvania, being of sound mind and disposing memory, realizing the uncertainty of this life, but with confidence in God and trust in His Son, my Lord and Savior, Jesus Christ, who died for my sins upon the cross, and rose again to justify me and give me eternal life, do hereby make, publish and declare this to be my Last Will and Testament, revoking any and all previous Wills and codicils, and hereby will and dispose of all the property which I own at my death in the following manner: I. As Executors of this my Will I name and nominate my husband, DanielS. Keefer and the Jacob Engle Foundation of the Brethren in Christ Church. II. I direct that my debts and the expenses of my last illness and funeral shall be paid by my Executor as soon after my decease as may be convenient. III. All of my automobiles, household and personal effects and other tangi~le personalty of like nature, together with insurance thereon, I give to my said husband, if he shall survive me; but if my husband does not so survive me, then equally t.o such of my children as so survive me, to be divided among them as they may determine, or, should they be unable to agree, as my Executor may decide. IV, If my husband, Oaniel S. Keefer, shall survive me, I 'live, de- vise and bequeath all th~ res'idu~ of mv es.tete, real, personal, and mixed wherever situated, including any property over which I may 490 .' , amendments thereto, incorporated by reference herein. All such powers and discretions may be exercised by my Trustee or by my Executor without application to any court. In the event that said Trust Agree- ment, including any amendments thereto, shall not be in effect at the time of my death, I give my Executor the following powers, in addition to powers given by law: A. To retain any investment owned by me at my death, B. To make such investments and reinvestments and in such pro- portions, without limitation to what are known as legal invest- ments, as shall be considered beneficial to my estate, including common and preferred stocks, securities in the corporate fidu- ciary or in a holding company controlling the corporate fidu- ciary and common trust funds operated by the corporate fiduciary. C. To (I) participate in any merger or reorganization affecting securities held hereunder at any time; (2) deposit stocks under voting agreements; (3) exercise any option to subscribe for stocks, bonds or debentures; and (4) grant proxies, discre- tionary or otherwise, to vote shares of stock. D. To manage, operate, repair, alter or improve real estate or other property, and to lease real estate and other property upon such terms and for such periods as my Executor deems advisable, E. To sell (and to grant options for the sale of) any real or personal property at public or private sale for such prices and upon such terms as my Executor considers proper, without lia- bility on the pur'chasers to see to the application of the pur- chase money. F. To borrow money without liability on the part of the lenders to see to the appl i cation thereof, and to mortgaqe or pledge any real or personal property, G. To register securities and other property in the name of a nominee. II. To make distribution in kind in shares different in kind from other shares. at valuations to be fixpd within the sole discretion of my Executor. 1. To compromise claims. J. To make partial distribution to any beneficiary under this Will, includinq the Trustee of the said Trust Agreement, inclu- dinq an, ~~endments thereto, mentioned in paraqraph V, of this Will, prior to the final 5(!ttlement and distribution of my es- tate. The iiITlOnrlts of such partial d1strihutions, the time or times when thcy shall be made, and the occaSlons on whicb such distri buti on shall requi re recomputati on of the benefici aries' proportionate interests hereunder for purposes of eqUitably allocatinq income and chanqing asset values pending final distri- bution shall be entirely within the discretion of my Executor. - 3 - 492 ,.... . . '- VIII. I direct that all estate, inheritance and succession taxes, and interest and penalties thereon, which may be due and payable by reason of my death with respect to any property included in my gross estate for tax purposes, whether or not passing under this Will and any Codicil hereto shall be borne by the principal of my residuary estate passing under paragraphs IV. and V. hereof, but this direction shall not be construed to detract from the discretionary powers granted to my Trustee under my said Trust Agreement, including any amendments thereto, mentioned in paragraph IV, of this Will. In any event, to the extent that taxes are paid from assets held in the said Trust Agreement, the direction contained in this paragraph shall apply only to such taxes as remain unpaid. I further authorize my Executor to prepay taxes on future and remainder interests if deemed advisable. IX. In the event an election to do so is provided by law, I direct my Executor to claim any expenses of administration of my estate as income tax deductions whenever and to the extent that in my Execu- tor's sole judgment such action will achieve an overall reduction in the income taxes and inheritance, estate and succession taxes for the benefit of my estate and the beneficiaries thereof, I further direct that no compensating adjustments as between income and principal accounts shall be requi red or made as a result of such action X. If my Executor shall exercise anv election provided by law to claim expenses of administration as income tax deductions as contem- plated by paragraph Ix.. I expresslv direct that all such expenses which as a result of such election s~ull be djsallowed as deductions for Federal estate tax purposes shall be djsreqarded in computing -1;- 493 OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYL VANIA I ss: COUNTY OF CUMBERLAND This 15th day or September ;\,D,,!9_Bl , before me, Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland, in the Commonwealth Dr Pennsylvania, personally came Jeffrey A. Ernico and Sara J. Martin the subscribing witnesses to the foregoing instrument of writir,g pUl'pDrting tD be th, last Will and T~stamcnt or Ruth N. Keefer Dated May 21, 19BO late of Upper Allen Township Cumberland County Pa" deceased who being duly sworn according to law, depDse and say. that they were present, and saw and heard the testa trix sign, seal, publish, pronounce and declare the said instrument of writing as and for h er Testament and Last Will, and at the time Df so doing she was of sound and disposing mind memory and understanding, to the best of th i r knowledge, observation and belief. /' Sworn to ~~ (, , t( C;!/)t--!._ce-- . rn~co and subscribed before 0&1 {l ~ Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND I Sara J. Martin being duly says that as nearly as can be ascertainenthe said decedent died on the 23rd July ;\,D,,19..J!J. day of at or about o'clock, ___"I. Sworn and subscribed this , \1 Lc,,:}' /1 !dzr;):, Sara J. Martin 15th day of September 19,8..1t11.rore , Yh/ 1 t!-. fuU/,.."" 496 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came Daniel S. Keefer and Donald R. Zook who, being duly sworn , do depose and say that as Executors of the last Will and Testament of Ruth N. Keefer deceased they will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And also will diligently comply with the proyisions of the law relating to Transfer Inheritances. S\,\:)rn and subscribed before me. ;D\.~ll (~ ~+" '1- '''' ~/ bl <te-/ /) k'1i .) / () 9ft?:;P(J"~D 19.J!L n.~_- , ;-0 ....t ;~ co, :01 ell :~ 1..0: Lrt :'" 0): ...;: :Q M: 07: ~ .0: u.. S; 07: 07: 0 ,..: "": 07; p; 07: Il> 07: ~ 001 ~ co: ...J ;,c:; g ~ ~ "" z~ Cl:l , I: ...J - ...;: ~ co: - .0:: ,: ~ .,: ...;; ::I; .5 ,.. N~ ~; CO "0 0; '" . 0:; 1: "': ,.. Z Q ~: ... C\I oS ~ '" as .s "0 'Oll ~ ~ - :tJ C i::: r.l 01 DECREE Be it remembered that on the 15 th day of September ,A.D..19~, there was probated and recorded the last Will and Testament of Ruth N. Keefer late of Upper Allen Township , Cumberland County, Pennsylvania. Daniel S. Keefer & Jacob Engle Foundation 9);' ~' ''7_'' /iJ . J %Z-1..7/ C!!. 'A'~, c- tf/ RegIster Deceased, Letlcrs '1'Q<;h,mpntarv were granted to Witness my hand and official seal the day and year aforesaid. 497 R,EV.1500!!X + (9.811 BUREAU OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P,O, BOX 0327 HARRISfiURG, PA 17105 I' .2/0' . /I~',o -.-' INHERITANCE TAX RETURN RESIDENT DECEDENT . A/? Filn Numher ;;.J. - /?/ - .5:::> - ="""'--...._.....II-~"-' .. - =.".."....:-"-"", ~._... .,.-- DECEASED Dncod.nt's Name ILasl, Firsl, aud Middl.lniliall Keefer Huth l'i. Sncial Security Numh.r 175-4B-:i13S Dato of Daath 7/:n/l\1 Oll(,rdlmt'l Adtlfltn rili", D(\, !\>II J'Jd !)y' i vr~ i'h1-~;!-;i,{11l Iii 11i1(j(' l'l('cJ Idll i C!__;JlUr'q t Pt\ 1 70~--)~:J CHECK 1. Original Raturn ~ 2, Supplameutal Ra'urn 0 3, Remainder Raturn 0 APPRO. PRIATE BLOCKS 4, Lif. Esta" D 5. F.deral Estate Tax W Raturn Required, 6, Dacedent di.d tastat. n 7. Decad.nl maintaln.d a living r::I 8, Number of saf. deposit D IAnach copy of Will) LLJ trust (Attach copy of trustl ~ box" invantoriad All co"aspondenca and confidential tax information should bo directad to: CORRE. SPONDENT Nama ff Je- rey A. [,rnico ~~dre" 2'll7 I'Jorth Front street Talaphona No, (717) 238-2541 City Harr j shurq Racapitulation 1. R.al Estato (Schedule A) ( 11 - () - 2, Stocks and Bonds (Schedule 8) I 2) - 0 - 3, Closely Held Stock/Partnership Interest (Schedule CI ( 3) - () - 4, Mertgages and Notes (Schedule D) ( 4) - () - 5, Cash & Misc.llaneous Personal Property (Schedule E) I 5) 3,33G.73 RECAPIT. 6, Jointly Owned Property (Schedule F) ( 61 - 0 - ULATIDN 7. Tronsf.rs ISchedule GI ( 71 () - 8, Total Gross Assets ltotal lines 1.7) AND 9. Funeral Expenses Administrative Costs/Miscellaneous Expenses (Schndule HI ( 9) JJ,1i73.70 TAX 10, Debts/Mortgages/Liens (Sch.dule n (10) 23,1~O.G~ 11, Total Deductions ltotallines9 & 10) 12. Net Valoe of Ertata lIin. 8 minuslin. 111 CALCU. 13, Charitable Baquosts (Schedula J) LATIDN 14, NBl Value subject to tax (line 12 minu: linol3) State PA Zip 17111, (81 :;;3,336.73 (111 34,814.34 1121 ~477.GJ) (13) - 0 - (14) - 0 - Computation of TIX 15, Amount of Iino14 taxable at 6% rate (15) (includa values from Schadule KI 16, Amount ollina 14 taxabla at 15% rata (161 (include values fron. Schedula KI 17. Principal tox due (add ta. from line 15 plus tax from lina 161 18. Total Prior payments: (al Amount Paid (bl Plus Discount (eI Minus Interest _ (18) 19, Balanca Dua Wne 17 minus line 181 Maka Check Payable to: Ragister of Wills, Agent ... PLEASE RECHECK MATH' . . x.06= x.15= 1171 (19) - 0 - Undar panalties of parjury, I daclare thai I ha,a a..minad this return, including a"omplnying sehedul.. Ind statements, and to the bell of my knowledge and balief, it is trua, co,",ct, and completa. Declaretion of preparer other than Iha pmonalrepresentativa is blsed on III informllion 01 which prep".r has In'fltnowladga. JJICIJ/1_}cl1l,L;: FIJ'Jr"Ul\T r OfJ BY: ',('J ('f- "', (rl l I J--~ (" i () j-'l(;lId] d "\. /,c)(Jf':. (~ri-l1t ~)d" I i>'-, SIGNATURE OF ~RSONA EPRESENTATIVEISln:ALD ii, ::"('~ ADDRESS DATE r~r7 'Ii(" ()( i I'r 'I ' 'I ~),) J ,),.H'i ,Ji ".t' 1L~(:,li_il'lj('S,)\Jr'1t l-Jl' . --. ~, i, //{, ,/ ~~{lJ7 i,l. r'ront :.~t.t i~~J.. )1^ ]71](' .1~" /.' ~ I ;' 1'1," ! ' SIGNAT\JAE OF PREPARER OTHER THAN REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE HGH TRANSFERS J ~.v.1510 i",.+ 1'.111 FII,E NUMBER 1. Old decedent make any lifetime transfer of property without ,ccelving a valuable and adequate conside,ation which was to take effect In possession and enjoyment at or after death. Dr in which the decedent retained either: b, the right to designate the persons who shall possess or enjoy the property transferred or income; or c. a reversionary interest? YES NO X X X a. the possession or enjoyment of or the right to income from the property transferred? or, ------------.---------- - ---- ------ 2. Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to, or for the benefit or care of, decedent? X -..------------ - ----------- --,---- --- 3. Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change bocaus. of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? X ------------------- ------ ----- 4. Did decedent within two years of death transfer a malerial part of his or her estate without receiving a valuable and adequate considerat:on 7 x -------- - -- ------- - --------- , DECEDENT'S DOLLAR VALUE ITEM ASSESSED TOTAL VALUE % OF DECEDENT'S NUMBER DESCRIPTION OF PROPERTY VALUE OF ASSET INTEREST INTEREST A. Real Estate: 1, . - B. Personal Property: 1. TOTAL IAba enter on line 7, Recapitulation) S IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW. elt mo... _ctIlt nNd*' InMl'1 .ddltion.' shMtl of Mf1\e llni . ., . 'lEV.l~lI EX+ (9.11) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE "H" FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ITEM NUMBER 1. 1. 2. 1. 2. 3. 4. FILE NUMBER Ruth N. Keefer DESCRIPTION AMOUNT A, Funeral Expenses: Myers funeral Home 2,902,70 B. Administrative Costs: Personal Representative Commissions ( Es t i ma te ) Attorney Fees (Estimate) 3,350.00 3,350.00 C. Miscellaneous Expenses: Register of Wills - Probate, Letters, etc. Register of Wills - Debts & Deductions Register of Wills - Inventory Daniel S. Keefer - family exer~ptlon 28.00 3.00 5.00 2000.00 '-OT AL IAlso enter on line 9. Recapitul.tionl s ] 1 r;:>/I, 70 (If mot. SPice t. nMd~ in..,.t .ddltlon.l thHtl of om. slr.l RECAPITULATION Appraised value or Personal Property..................................................................... . ;'\~:l;~,(l,.:7..'3.. Appraised value or real estate ............................................................................... o I................... Total appraised value ...................................,...................................................... · ?:.~.~.?:.~.~.. AFFIDAVIT OF PERSONAL REPRESENT-A'FIVE County of Dauphin sa: .............................................................................................................................................. Execut ors Administrat or the Estate or...........fol.h'.j;r.....t!.,....!$.~.~.f.~.r............................................................ deceased. being duly.....:i."'R.r..n................................................. according to law. depose and say that the items appearing in the Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvani. of said decedent; that the valuation plaeed opposite each item of said Inv<:ntory represents it.s fair value as of the date of the decedent's death; and that decedeut owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of the Inventory. _11,or, E['1GLF: FOIJt~1 ATION ,....;,.1,.;.9.:..':1.................... and subscribed \ J... (, 11.' 1 ~" J b f 'J."' n d d f l By:.... ;'~,.1:lL'l.(f.L t.... " ... .1..<......................................... e ore me thIs..... .........::;............... ay 0 E..., tor. Admlnlltrator ....f.l:h:!;lT.b........................... A. D. 19J:.~.. Ci\ 0 q 1-- t \ -#" P" ';'/,.JJ. :..I.tl.Y.\i.i..!..A.f.:>l>.;". ~I............................................... ;;~;~~~~~I~:.D~~~;;i~.~~'~f7.t~~~~yi~~.~i~...... ~~~ I ~~ll; ~Ol( ~F: : ~~r:i e,l P. C" My Commission Expires JJnuJI)' 10. 1983 ;;917 N. Front Oit., Hug.. I-A 17110 INSTRUCTIONS 1. An tnveDlorr mUlt be flied within three monthl after appointment ot perlonal reprelentatln. 2. A Bupplement&1lnv8ntory must be flied within thirty 4ay. or discovery or additional .Intl. a Additional eheet. may be attached a. to personalty or realty. f. See Article IV, Fldudarlel Act or 1849. 'C, r:: r;l ! ,..; lI:: I ~ '" I I I IlJ 0- 0( D ~ - J F. c:i - ~ ;l - 0 I I u - ..: ~ 0 .. >-~ u oJ .. >< <.1 .,; u (l): ci .. II is .. 0 ... 4-l: ....i .. ~: 0 c), .c, .. d il .. :! (l)' 0), '0 .~ ~l c: cJ .. ~ ~ :::: .-i .. .. ., 0, .-i Po. -1:1 "... -~ ' .-\ '1 ~ u I; ~ I>: :-...i ~ .r.:i <J ~ ~ 't:"c a .. ,.." cJ c" .c f= .e ;J; .. a. rJ8 ~ ::-.; Xi .c Q. ,..; ~ ~ ::l "'I ,5 - IlJ "" t- o 0 " '0 " ... r. z u '0 0 ~ " J - ~ Q :lIQ ;.;: 0 d: 0 u U .' . , -~ .. 0:3 N ii. ; " '" "1""': :-:t~ 1'1("") (:10 ,.(;~ "..~: ,~ .i'~ INFORMATION This document 1$ the Notice required to be gIVen under Section 709 of the Inhentance and Estate Tax Act of 196 I 172 P,S, sectIon 2485), If the tax is paid within three (3) months after the decedent's de.th, a discount of 5% of the tu: paId is allowed. Inheritance Tax becomes delinquent nine (9) months aher the decedent's death. Interest IS charged at the rate of six (6) percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW) EXAM?LE: It I balance of tax due of $2.000,00 15 in a delinquent status from 3-3-80. and payment IS made en 5-23-80. the interest is calculated IS indicated below: STEP I STEP 2 Multiplv the balance of tax due by the rate of interest. STEP 3 Add the interest to the balance of tax due. . Determine the r.te of mterest from the table below. Inler.'t from 3-03-80 to 5-23-80 ,Results in: 2 Months == 20 Oavs = + Rate ot interest I: .010 ,00335_ ,01335 Bllanee ot tlX cue BIle of Interest INTEREST $2,000,00 , ,0133~ $ 26,70 Balance of tlX due $2,000.00 l'fus Interest to Dale of Payment (+) $ 26,70 TOTAL tox and Interest to Olte of Plyment $2.026,70 N ~ _ .. _ . ~ _ _ _ _ ~ _ ~. _ _ _ _ _ _ _ ~ _ __ _ .. - - - - . - - - - - - - - - - N - - - - - - - - - - - - - - - - - - - - - - - - - - - , month ,005 4 months ,020 7 months ,035 , 0 months ,050 2 months ,010 5 months ,025 8 months ,040 " months ,055 3 months ,015 6 months ,030 9 months ,045 , 2 months ,060 I day .00017 11 d.V!. ,00186 21 dlvs ,00352 2 day' .00034 12 days ,00203 22 days ,0036!'l 3 diY' ,00051 13 dlYs .00220 23 days ,00386 , diy, ,00068 14 day, ,0023 7 24 dlYS .00403 5 diy, ,00085 IS days ,00250 25 days ,00420 6 day, ,00101 16 days .00267 26 diY' .00437 7 days ,00118 17 d.ys ,00284 27 day, .00454 8 days ,00135 18 d.ys ,00301 28 day, ,00471 9 d.~,s ,00152 19 d.y, ,00318 29 dlYs ,00488 10 diY' ,00169 20 day, ,00335 30 dlY' ,00500 - - - - - - - - - - - P - - ~' - - - - - ~ ~ - - P' - - - - - - - - ~ - - - - - - - - - - - - - ~. - - - .- - - - - - - - - - - - - - - - - - Anv p.rty In Interrst. Includmg the Commonwe.1th and the person.l represrnta11\le. not s.ttsfied WIth thp ~prllsement and assessment may object Within SIKtv (60l OIlYS Ifter receIpt ot thiS NotIce .s prOVIded by Sechon tOOl of the Inhe"..'ce and Estate Ta. Act 01 196' 172 P,S see, 2485 - 1001), MAKE CHECK O~, MONEY ORDER PAYAD~E TO: "REGISTER Of WILLS. AGENT' DETACH THE TOP PORTION Of THIS fORM ANO SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE SEE 'THE INHERITANCE TAX INSTRUCTION BOOK fOR AODRESS,