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LA~T WILL AND TESTAMENT
OF
KENNETH R. BURKE
Ir KENNETH R. BURKE of the Borough of Camp Hill, Cumberland
County, Pennsylvania, declare this to be my Last Will and Testa-
ment, hereby revoking any will previously made by me.
I - I devise and bequeath all of my estate of every
nature and wheresoever situate unto my daughter, Penn Elizabeth
Schrader, and her husband, Arthur F. Schrader, share and share
alike. Should either predecease me, the survivor shall receive
the entire estate.
II - 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 or her 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.
III - I appoint my said daughter, Penn Elizabeth Schrade
Executrix of this, my Last will and Testament. Should my said
daughter fail to qualify or cease to act as such, then I appoint
my said daughter's husband, Arthur F. Schrader, Executor of this,
my Last will and Testament. Should the said Arthur F. Schrader
Ifail to qualify or cease to act as such, then I appoint James K.
Arnold, Esquire, of Camp Hill, Pennsylvania, to act in this
capacity. None of my personal representatives shall be required
lto post bond in this or any jurisdiction.
IN WITNESS \~!EREOF. I h~ve hereunto set my hand and seal on
this. the 27m day of
VtJL'I
r 1970.
AaNoI.D " SUU
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"1'l:ennetn R. Burke
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.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYL VANIA 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
Penn Elizabeth Schrader
Cumberland, personally came
who, being duly
sworn
. do
depose and say that as
Kenneth R. Burke
Executrix
of the last Will and Testament of
she
deceased
will well and truly administer the goods and chattels, rights and credits of said deceased according to Jaw. And
also will diligently comply with the provisions of the law relating to Transfer Inheritances. and subscribed before me.
September 10, A.D., 19~ r~ 'L''''( '"c~ ,;{,dL. S~JL' (q{ ~/)
C1vJ ;1).1 f, .
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Register
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DECREE
Be it remembered that on the 1 '1th day of
September
81
.A..D.,19_, there was probated and
recorded the last Will and Testament of
Kenneth R. Burke
late of
Camp Hill Borough
. Cumberland County, Pennsylvania,
Elizabeth Schrader
Deceased. Letters Testamentary were granted 10_ Penn
Witness my han.! and official seal the day and year aforesaid.
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9J?/uy f1!. ,fa~
,
Reiister
REV.1500 EX t (9.SI)
BUREAU OF EXAMINATION
PENNSVLVANIA OEPARTMENT OF REVENUE
P.O, BOX B327
HARRISBURG. PA 17105
~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
1/ -.M -,.<
Fil. Number
21-81-562
O.cod.nl's Nam. (Last, First. and Middl. Inilian
BURKE, Kenneth R.
DECEASED, .
SOCIal Socunly Number
192-10-7692
CHECK
APPR D.
PRIATE
BLOCKS
Dale of Death
Aug. 17, 1981
Decedent's Address
2960 Maple Road
Camp Hill, PA 17011
1, Original R.lurn ~
2. Suppl.m.nlal Return 0
3, Remainder RDlurn D
4. life Estate D 5. F.deral EstateT.x D
Ruurn R.qui"d.
6. Deced.nt died tostete n 7. Decedent m.inlein.d a living 0 B. Number of saf. d.posit n
I Attach copy of Willi l.XXJ trust (Attach copy of trust! box.. inventoried L.DJ
All correspondonce and confidentialla. information should ba directed to:
CORRE.
SPONDENT Name
RECAPIT.
ULATIDN
AND
TAX
. CALCU.
LATION
Compulllion onax
IS. Amount of Iia. 14 ta.able at 6% rale
Onclude values from Schedula K)
16, Amnunt of liae 14 ta.able at 15% rate
Onclude vtlues from Schedule KI
Principal tax due (add tex from Ii.. 15 plus le. (rom lin. 161
Total Prior paym.att:
(al Amount Paid 2,300.00
(b) Plus Discount
(e) Minus Interest 144.69
19. Balance Due Ui.. 17 minus line 181
Make Check Payeble to: Regilter of Wills, Agonl
... PLEASE RECHECK MATH...
James K. Arnold, Esq.
Telepho.. No.
(717)
737-3405
R.cepitulalion
1,
2,
3,
4,
5.
6,
7.
8,
9.
R.al Estate ISchedule Al
Stocks and Bonds (Schedule 5)
Closoly Held StocklPartnership Interest (Schedule CI
Mortgages and Notes (Schedule 01
Cash & Miscellaneous Personal Property (Schedule E)
Jointly Dwned Property (Schedul. F)
Transfers (Schedule GI
Tolal Gross Assels (total lines 1.71
Funeral Expenses Administraliva CostslMiscellaneous
Expenses (Schedule H)
OebtslMortgageslLiens (Schedule n
Total Deductions hOlellines 9 & 101
Net Valu. of Estate Uine B minus Ii.. 11)
Chorileble Bequests (Schedule JI
Nel Value subject to ta. Uine 12 minus line 131
Address
2109
P.O.
Cam
PA
17011
10,
11.
12,
13,
14.
17.
18.
Market Street
Box 737
Hill,
State
Zip
City
(11
( 21
( 31
( 41
( 5)
( 61
( 71
46,701.47
4.71R R7
(8) 51,420.29
( 9)
(10)
9,060.83
5,687.81
(111 14,748.64
(121
(131
(141 36,671.65
'.06- 2,200.30
x.15-
(17) 2,200.30
(151
36,671. 65
(161
(18)
2,155.31
(191
44.99
Under penalties 01 perjury. I decia" that I ha.. e.amined this return, including accompanying schedules and stalements. and to the bill 01 my kaowledge
ilId belief. II is true, co,",ct. end complete. Oecleration of prepa'" other Ihan the personal representati., is based on all information of which prepar" has
anY~e, J.A?_,/J .J )
~C'_..4\{. (...V~ Attorney for Estate S"/Il/'KJ
SIGNAT RE OF PERSONAL REPRESENTATIVEISI AODRESS . . DATE
a./c......././, /fj.A..~,f) 2109 :.~:JrJ:ct St., Camp Hill, P1I
SIGNAJRE OF PREPARE.r;;;H~EPRESENTATlVE
dV.15llIX+ (9.1'1
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE "H" J
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Kenneth R. Burke
FILE NUMBER
21-81-562
ITEM DESCRIPTION AMOUNT
NUMBER
A, Funeral Expenses:
1. Myers-Hall Funeral Home 652.36
2 Evergreen Cemetery 70.00
3 Tombstone 665.00
4 Dinner for memorial gathering 125.00
1.
2.
1.
2
3
4
5
6
7
B. Administrative Costs:
Personal Representative Commissions - Penn Eliz. Schrader
Attorney Fees - Arnold, Slike & Bayley
8
C. Miscellaneous Expenses:
Register of Wills - Letters Testamentary
Cumberland Law Journal - Legal ads
Patriot-News Co. - Legal ads
Register of wills - short certificates
Postmaster, Camp Hill, Pa. - mailings
Long distance phone,calls
Travel expenses for interment and memorial
in IHsconsin
Travel expenses between Massachusetts and
Pennsylvania
2,566.50
2,566.50
77.00
18.00
22.50
10.00
20.00
92.77
1,015.20
1,160.00
TOTAL (All" enter 011 line 9. Recapitulationl
S 9,060.83
tlf more speC41l. ".-cIed In..., .ddltlonll .heet. of lime .lr.1
J REV. 1S47EX (3-83)
BUREAU OF ACCOUNTS SETTLEMENT
PENNSVLVANIA DEPARTMENT OF REVENUE
P,O, BOX 2055
HARRISBURG, PA 17105
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX
ACN
101
oru....Ql::Q.~L
FILE NO. 21 81-0562
J:9.U.NTY _GWlJlEBl<lltlD
SUBMIt' THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
ABOVE COUNTY, MAKE CHECKS PAYABLE TO "REGISTER OF WILLS.
KENNETIl
R
ESTATE OF BURKE
DATE OF DEATH 08-17-81
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT
PAYMENT TO THE REGISTER OF WILLS OF THE
AGENT II .
JAMES K ARNOLD ESQ
2109 MARKET ST
PO BOX 737
CAMP HILL PA 17011
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT aJE
~l!~ .A.L9~!> _ ~HJ~ .L!~E_ . _ _ .-::. !'I~T ~I~ .loo.~~R. !,OIl'I19~. F.O.R. Y91,l1l. ~Ep9!11?~ . -:-. . . . - - - . - . - . - .
DEDUCTIONS AND ASSESSMENT OF TAX
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF
REV. 1S47EX (3-B3)
ESTATE OF 8URKE KENNETH R FILE NO.21 81-0562
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Sctl!'dule H)
10, Oebts/Mortgages/L.ens (Schedule II
, ,. T olal Deductions
, 2. Net V.lue of T.x Return
'3. Charitable/Governmental Bequests (Schedule J)
14. Net Value of Estate Subject to 11)1:
NOTE: If an a.....ment was prevIously issued. line. 14, 15 and/or IS and 17 will
reflect figure. thot Include the total of JlLt returns asses.ed to date.
ASSESSMENT OF TAX:
15. Amount of .hne 14 lIx.ble 'I 6% rate
l6. Amoun1 of Itne 14 lIx.ble .1 15% rite
, 7. Prmclpal TI)I: DUB
TAX CREDITS,
43.30- I
.00 I
\ \
--_._--~-------_...----,-
, TOTAL T AX CREDIT
I~ANCE ~_DUE
I INTEIlEST
L TOTAL DUE
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN SASEO ON: ORIGINAL RETURN
1, Real Estate (Schedule A)
2, Stocks and Bonds (Schedule BI
3. Closely Held Stock/Partnership Interest (Schedule Cl
4. Mortgages and Notes {Schedule Ol
5. Cash & MIscellaneous Personal Property (Schedule El
6. JOIntly Owned Property (Schedule Fl
7, Transfers (Schedule GI
8. Total Assets
PAYMENT
DATE
09-14-82
05-20-83
RECEIPT
#
DISCOUNT (.)
INTEREST H
049792
097010
L
. IF PAtD AFTER THIS OATE SeE REVERSE FOR CAlCULATION
{\I' AllDITIONAI. INTEREST
ACN 101
DATE 07-05-83
I CHANGED
( 1)_-16,701.47
( 2) .00
( 3) .00
( 4) .00
( 51 4,718.82
( 6) .00
( 7) .00
51,420.29
( B)
( 91
(1m
9,060.83
5,687.81
14,748.64
36,671.65
.00
36 '.E.?l,,~
(11)
(12)
(13)
(14)
(151
(161
36,671.65
.00
2<200.30
.00
2,200.30
X,06:
K1S==
(17)
AMOUNT PAID
2,300.00
44.99
i'
lOl.39CR
_.:.29
101.39CR
(It B.lance Due 15 len thin $1.00 no p'vmrnt tS reQuired)
pi"" ~
,
'11'
RESERVATION: In the event that any future interest in this estate is transferred In possession or enjoyment to
collaterJI (Class 8) heirs of the decedent after the expiration of any estate tor lite or for years, the
Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful
collateral (Class 8) rate on any suCh future interest.
Purpose of Notice: to fulfill the requirements of Section 709 of the Inheritance and Estate Tax Act of 1961 (72
P.S, sect,on 2485-7091,
Objections: Any party In interest not sltistied with the appraIsement, allowance or disallowance of
deductions, or assessment of tax (including discount or interest) as shown on this Notice
must object withir. sixty (601 days of receipt of this Notice.
Objections may be made as follows:
- by written protest to the Department of Revenue, Board of Appeals
- b~' electing to have the matter determined at audit
- by appeal to the Orphans' Court
Discount: If any tax due is paid within three (3) months after the decedent's death, a discount of
five percent 15%) of the tax paid is allowed.
. the diicount period is calculated in cllend.r months. Example: dlte of death 1 - 1 5-82,
discount period expires 4-15-82.
Except for t,x on a future interest, lOheritance tlx becomes delinquent nine (9) months from
the date of death.
, Inhentance tax on a future interest becomes dehnque!'lt at the expiration of three months
from:
- the date of election to prepay or
- the date of death of the life tenant or annuitant
Interest is calculated on a daily basis from
;.. delinquent dlte to date of plyment on any t,x unplid on delinquent dlte
- dlte of last delinquent payment to datt' of payment on any unpaid bllance.
Interest is charged at the follOWing rItes:
Interest:
Delinquent Date
AnnUl' Interest Rate
Daily Interest FJllctor
5/27/4310 and IMcludmg 12/3l/81
1/1182 to and includ,ng, 12/3l/82
1/l/83 to and .nclud,ng 12/31/83
6%
20%
16%
,000164
,000548
,000438
Eslltes that beco,,,e delinqueni on or before Deocember 31, 1981 will mllnt'ln a
constlnt Interest rate. The rite in effect when the- tll( flfst becomes delinquent will remain
eonstant until the delinquent balance is plld in full.
Estates thall become delinquent on or after January 1. 1982 Will contain I vanable internt
fate. Thus, tnes that remain outstanding from calendar year to cllendar year Will
be subject to different rates In effect on each January 1.
INTEREST . BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR.
. If a t'l( bllanco -remains outstanding for more tt\an one cDlendar year, a seplrate Intel'est
determinatIon must be made for elth year at the applicable rate. (Only one cah:ulltlon
IS necessary If the estate maintains the cons-tant Interut rate.!
Anv Notice Issued aft"r theo tl). becomes delinquent will refll!'ct an tnterest ca'culatton to
fifteen (1S) davs beyond the d.te of the assessment. If payment i5 made Ifler the
Interest computation dlle shown on the Notice. addtttonal Inteorest must be -calculated.
To Remit Pavrnent DetAch the top portion of thiS Notice ~d submit With vour payment to the RegIster of VVIIIs
of the counlv shown on the Notice.
. Address Information IS hsted on PI:~e 13 of the booklet. fllnstn,lctlons for Inheritance TI)(
Return for a ReSIdent Ot!cedenl."
, Make ched Of money order plvable to: Regllstel of Wills, Agent