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Home My WebLink About04-18-07 (2) ~ ~Sen UII:~ wa.Sl %i~ Utili c AEV-1t500 ex + (&00) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER ~ .L.L-.JLL 0 ~1-__ COUNTY COOE YEAR NUMBER SOCIAL SECURITY NUMBER 1 7 2 - 0 1 - 9 1 3 0 THIS RETURN MUST BE RLED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (date of dea1h priorto 12.13-82) D 5. Federal Estate Tax Retum Required _ B. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (AlIach Sch 0) . \t"iSEei1ONMUSTzIe.COMKElED~;..eCO_S~NDENCEAND/eoNllDEtm~ffa.'HftOftunOttsHoUtDBEOIREC:l'ED''l''()!ii,ii,tf!! NAME COMPLETE MAILING ADDRESS ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET FIRM NAME (If Applicable) IRWIN & McKNIGHT TELEPHONE NUMBER 717 249-2353 CARLISLE PA 17013 O~IAL USE ONLY = -...I z o ~ ~ ~ ii: c( o w a: z o ~ ~ a.. ::E o o S 0.00 X _(15) 0.00 0.00 X _(16) 0.00 0.00 X .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 0.00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 ~:J c.:= :..~, v :;.\) co 9~~1l.3t~; -0 ~ Z W Q W o W Q DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL) r:y U1 N KERSHNER DATE OF DEATH (MM-DD-Year) FRANCES DATE OF BIRTH (MM-DD-Year) L. (B) 9.4ll.32 01/06/2007 01/09/1914 (IF APPlICABlE) SURVIVING SPOUSE'S NAME (LAST. RRST. AND MIDDLE INITIAL) 00 1. Original Return D 4. Limited Estate 00 6. Decedent Died Testate (AlIach copy of w.) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (dale of death after 12.12.82) D 7. Decedent Maintained a Living Trust (Altach copy of Trust) D 10. Spousal Poverty Credit (date of dealh betw_ 12-31.91 and 1-1.95) 9,344.31 2.140.08 (11) (12) (13) 11 ,484.39 -2~073.07 200.00 ~ l!f ~ en w II: ! U 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) B. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line B minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 1B. Amount of Line 14 taxable at collateral rate 19. Tax Due 20.0 CHECK HERE iF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (14) -2.073.07 'UO!ldope JO poolq Aq Ja41a4M 'luapaoap a4141!M uowwoo U! luaJed auo Isealle se4 04M lenp!^!pu! ue se 'CO ~6 uO!IOas Japun 'pau1lap S! 6u!lq!S V '[(f.:' ~)(e)9 ~ ~6~ 'S'd cLl "!oc ~ S! s6u!lq!S S,luapaoap a4110 asn a41 JOI JO 01 sJalsueJllo aniB^ lau a41 uo pas~dw! aleJ xel a41 '[(~)(e)9~ ~6~ 'S'd ul (C' ~)9~ ~6~ 'S'd GL U! palou se ldaoxa '''!OS'V S! sape!o!lauaq leau!1 s,luapaoap a4110 asn a41JOI JO 01 SJalsueJllo aniB^ lau a41 uo pesodw! aleJ xel a41 " ,[(c' ~)(e)9 ~ ~6~ 'S'd cLl "!o0 S! 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JO ~ISaJalU! ,(Jeuo!SJa^aJ e u!elaJ '0 D........................................ :awoou! SI! JO paJJalsueJl AlladOJd a41 asn lIe4s 04M aleu6!sap 01146!1 a41 u!elaJ 'q D ........................................................................... :paJJalsueJl AlladoJd a4110 awoou! JO asn a41 u!elaJ 'e saA :pue JalsueJl e a>\ew luapaoap Pia .~ S>I:)01B 31YIHdOHddY 3Hl NIIIXII NY ~NI:)Y1d AB SNOI1S3nO ~NIM0110:l3Hl H3MSNY 3SY31d lN3Dtf :/0 H31S/D3H :oJ >/aaLfQ a>/ew (8S) '3na 30NYlYB a41 S! S!41 'VS + S aU!1lo J9101 a41 Jalu3 '8 ("IS) 'anp xel a41 uo ISaJalu! a41 Jalu3 '''1 (S) '3na XV! a41 S! S!41 'aouaJal!!p a41 Jalua 'c aun ue41 JaleaJB S! f.: aU!1 + ~ aunll 's (v) punJal e IsanbaJ 01 O~ aun ~ aBed uo xoq )1:1840 '!N3WA.Yd~3^0 a41 S! S!41'aouaJal!!p a41 Jalua 'f.: aun + ~ aun ue41 JaleaJ6 S! c aunll 'V (f.:) (3 + a) Alleuad/lSaJalullel01 00'0 00'0 00'0 00'0 Atleuad '3 ISaJaIUI'a alqeo!ldde I! Atleuad/lSaJalul 'f.: 00'0 (C) (:) + 8 + V) SI!paJ:) 1'6101 IUnOOS!a ':) sluawAed JO!Jd '8 l!paJ:) Alla^Od lesnods '''1 sluaWAedfSl!paJ:) 'c (6~ aun ~ aBed) ana xe1 .~ :SI!P~UO pUB SluawABd XB~ 00'0 (~) SSOL ~ I Vd I ~l::ln8SQINVH:::>3V'1 dlZ 31'11S All::> 3AIl::la A31S3M Sl€ SS31:100'l1331:11S :ssaJ a aldWo s ua a:>a PPV I I o ,I P a REV-1508 EX + (6-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONALPROPERTV COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KERSHNER FILE NUMBER FRANCES L. 07 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. BELCO COMMUNITY CREDIT UNION 4,160.70 SAVINGS ACCOUNT #804930 2. BELCO COMMUNITY CREDIT UNION 879.54 CHECKING ACCOUNT #804930 3. PNC BANK 3,244.08 CERTIFICATE OF DEPOSIT #31800145156 4. PERSONAL PROPERTY - APPRAISAL ATTACHED 1,127.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 9.411.32 REV-1511 EX + (12-99) \.. "tOMMONWEAL TH OF PENNSYLVANIA . INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KERSHNER FRANCES SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. L. FILE NUMBER 21 07 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. NEILL FUNERAL HOME, INC. 7,711.54 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees IRWIN & McKNIGHT 750.00 3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees REGISTER OF WILLS 88.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees PATRICIA A. ROSENDALE, CPA 450.00 7. REGISTER OF WILLS - FILING FEE 30.00 8. NOTARY FEES 15.00 9. CUMBERLAND LAW JOURNAL - ESTATE NOTICE 75.00 10. THE SENTINEL-LEGAL - ESTATE NOTICE 149.77 11. CHUCK BRICKER, AUCTIONEER - APPRAISAL ON PERSONAL PROPERTY 75.00 TOTAL (Also enter on line 9, Recapitulation) $ 9 344.31 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) .. I,W SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KERSHNER FRANCES L. FILE NUMBER 21 07 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. BONNIE K. MILLER, TAX COLLECTOR - PERSONAL TAXES VALUE AT DATE OF DEATH 9.80 2. BETHANY VILLAGE - NURSING 2,130.28 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert addijional sheets of the same size) 2 140.08 ""'''''''<'. eoMMONWEAL TH OF PENNSYLVANIA . INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF .,---- .. -- NUMBER I. 1. 2. 3. 4. 5. 6. 7. SCHEDULE J BENEFICIARIES l FILE NUMBER ~1 07 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEET II. NON.TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. OLD FELLOWS CEMETERY ASSOCIATION OF TAMAQUA 200.00 W BROAD STREET TAMAQUA, PA 18252-1915 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] ALLISON SHEAFFER 518 CONCORD DRIVE ICKESBURG, PA 17037 SAMANTHA SHEAFFER 518 CONCORD DRIVE ICKESBURG, PA 17037 MADISON HURLEY 113 SHADY LANE LANDISBURG, PA 17040 TAYLOR HURLEY 113 SHADY LANE LANDISBURG, PA 17040 BENJAMIN HURLEY 113 SHADY LANE LANDISBURG, PA 17040 DAVID L. SHEAFFER 518 CONCORD DRIVE ICKESBURG, PA 17030 BONNIE HURLEY SAKACH 113 SHADY LANE LANDISBURG, PA 17040 Collateral Collateral Collateral Collateral Collateral Collateral Collateral B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ 200.00 '" LAST WILL AND TESTAMENT I, FRANCES L. KERSHNER, of Lower Allen Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my Executors to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I give, devise and bequeath all of my estate of every nature and wherever situate as follows: a. my personal and household effects of every kind including but not not limited to furniture, appliances, furnishings, pictures, silverware, china, glass, books, jewelry and wearing apparel to DA VID L. SHEAFFER and BONNIE HURLEY, share and share alike; b. I give and bequeath to the ODD FELLOWS CEMETERY ASSOCIATION OF TAMAQUA, Schuylkill County, Pennsylvania, for the perpetual care of the burial lot in which I am to be buried and in in which are buried Mr. and Mrs. Frank A. Robins and Mr. and Mrs. Wayne A. Kershner, the sum of Two Hundred and no/l 00 ($200.00) Dollars. If at any time of my decease, the Odd Fellows Cemetery . Association of Tamaqua, Schuylkill County, Pennsylvania, has established a higher cost for perpetual care of said lot, I hereby direct my Executor to pay, in addition to the Two Hundred and nolI 00 ($200.00) Dollars hereinabove bequested unto them, the additional sum necessary to assure perpetual care of said burial lot.; and c. all the rest, residue and remainder of my property to ALLISON SHEAFFER, SAMANTHA SHEAFFER, MADISON HURLEY, TAYLOR HURLEY and BENJAMIN HURLEY, share and share alike. 3. I nominate and appoint DA VID 1. SHEAFFER and MICHELLE SHEAFFER to be the Executors of this my Last Will and Testament; they are to serve as such without bond. 4. I hereby suggest that my personal representatives retain the services of Irwin & McKnight as attorneys in the settlement of my estate. JIZ IN WITNESS WHEREOF, I have hereunto set my hand and seal this Z9 - day of August, 2004. /-, --1~~~..!Es~{~E~ (SEAL) 2 -. Signed, sealed, published and declared by FRANCES L. KERSHNER, the above- named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. aAj/~~j (l ~- i "'0_/ ",'-'A'. !-Y!" ~';//j-&,.'<-~ 3 .. ACKNOWLEDGMENT AND AFFIDA VIT WE, FRANCES L. KERSHNER, GERALDENE M. IRWIN and SHARON L. SCHWALM, the Testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament, that he had signed willingly, that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best of their knowledge the Testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. $'-t<~~~~~ FRANCESL. RSHNER 1l~~'\ . '<!, ~ . x--~ GERALDE . WIN (~/~/'u:.. / Y::::...~l(..<- ~-t..L~A./ SHARON L. SCHWALM COMMONWEALTH OF PENNSYL VANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by FRANCES L. KERSHNER, the Testator herein, and subscribed and sworn to before me by GERALDENE M. IRWIN and SHARON L. SCHWALM, witnesses, this 2.{j'- day of August, 2004. 0/L.iI "'3. o&~ ,/'''''N( tary Public I i Notarial Seal \~er B. Irwin. Notary Public Carlisle Bora, Cumberland County My Commission Expires Oct. 3. 2004 MOO'lber. f'er,nSY'\'l'Ii'!) ,a~-SOClaooncl Notanes 4 ., BELCO COMMUNITY CREDIT UNION 1. Name(s) in which the account was held: DECEDENT ESTATE INFORMATION FRANCES L. KERSHNER(PRIMARY) 2. Account number: 804930 3. Balance as of date of death: 1/6/2007 Balance Accrued Dividends For 1/6/2007 YTD Dividends Regular Savings: $ $4,160.70 $ $0.00 $ $7.57 Christmas Club: $ $ $ Whatever Club: $ $ $ Checking: $ $879.54 $ $0.00 $ $0.00 Money Market: $ $ $ IRA: $ $ $ Certificates: Balance Accrued Dividends YTD Dividends Certificate Number For $ $ $ $ $ $ $ $ 4. Date the account was initiated: 12/24/1998 5. Name(s) in which Safe Deposit Box was held: N/A 6. Date the box was initially rented: N/A 7. Branch address at which the box is located: a. Loan Information: Balance Accrued Interest Per Diem Int VISA CLASSIC Unsecured Loans: $14.05 $0.00 $0.00 $ $ B. Secured Loans $ $ C. Mortgage Loans: $ $ $ $ $ $ Miscellaneous: FEB-06-2007 23:57 PNCEANK 412 768 3458 P.01/01 .' ~ PNCBAN< February 7, 2007 Roger B. Irwin West Pomfret Professional Building 60 West Pomfret Street Carlisle, PA 17013-3222 RE: Estate of Frances L. Kershner, deceased SSN: 172-01-9130 DOD: 1/6/2007 Dear Mr. Irwin: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit Account #31800145156 Established 01/04/1999 FRANCES L KERSHNER DOn balance: $3,242.84 + $1.24 accrued interest Interest Paid 1/1/2007 - 1/6/2007 - $12.72 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any fiDUcial ires actions or provide statements. If you need assistance with any of these items, please caU 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, ~.~ Rachel1e Wells 1-800-762-1775 P7-PFSC-04-F 500 first A lie. Pittsburgh P A 152 19 Member FDIC TOTAL P.01 I <' () I '-.,....t ~ VI '" '4- ( ~ d), "^"""- 2. <; 14-2 rJi';....... _f4j,fO ~ I ... f 'f ':T7 S ~ ( i/JVL C J2A..;~_, I ,- f ''(2/ ' .s rf v-"'- ,p"CI,-\ =--- f'- f'a'''fD C"H!.I.k<' /1) eeL"'""- .~ (-/9 'l.") <;c (v-,,< Ov-J~ ,---- - . , ;2'-' ~ j I u....L tJ) (, ~ I -4-,? ....--- I _ '5 , ) 1/..... c< I.Jvl'-L - ~ - J - '>-('~ ~ 3- (1'0 (Q.nv~~ tI~/t:-- 1-I'U3 Fr~ id ~ I ~ //2 ~ cf- I '.7 'f 1\//.11- l'i7,?-J) ~ ~ I).. 7- ~- J /~ - I '1' t FRANCES L. KERSHNER ESTATE d/o/d - JANUARY 6, 2007 Appraisal by: Harry E. Donson CARLISLE COIN SHOP 25 Circle Drive Carlisle, PA 17013 243-8943 ::::-.-. ~ - - 'J J ~ 1h~~~ /f ~ " I _.j) [V~ C-cY-^^" ~D /_ ?- 4 .-{J 7 ~ 3~ :7~ r~ 7,i,j-z? 17~ , ;;. I /{) ~ 6!J- I APPRAISAL Personal Property of FRANCES KER-5HNcP-. 8EPPJA,Y I/IL-L/J.~c /'v/Ec)(8.;3( ?-4-, Appraised by Chuck E. Bricker AU094-L Date 1- I q - C 7 ITEM VALUE ITEM VALUE 5 POc L CA-BI JJt5T W,O() SPOOL W /tSH.S T4)J?1 I /0/1 do DP-.tJM T4oL-c ~O.Ct A~M CHA-/P- Jf) . Db 4 Pc. P) N ~ P E- 'S t<. / c.A 0' IJ 6 T 5 ~ r /tJtJ. ~c I<.. veIL CP- 30,4 t /Vin Bcd SlJ. d , J-/NYc~ CHeST ~(), Q () Bt-c/ STANd //;, Ct o ccA S r C /11/;<.. 10,()iJ G-LA-S5 77J? T.4 iJ L6 ,-2...D,Ou '-AMPs 1. t de) Ass, Piers, :1.0 ~o Co ') 1\.::0 C c(1.../ 0 S TA-AJd ,J..D. {) 6 11 -5;4.. O. d IJ 7~T/!~ A P'pJUISA- L - -::::;::::::. '" ~/IA~/..h 13,A//Au\ u,{).c;ttgMlA Au:) 94-L- NEILL ,Funeral Home Inc. . Mr. Dave Sheaffer 518 Concord Drive Ickesburg, PA 17037 Services For: Frances L. Kershner Services of Funeral Director and Staff. . . . . . . . . . . . . . . . .. $ Embalming .,. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Dressing Casketing and Cosmetology . . . . . . . . . . . . . . . . . . Visitation ............................... . . . . . . . . . Funeral Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Transfer of Remains ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . Hearse/Coach and Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . Safety/Lead Vehicle and Driver . . . . . . . . . . . . . . . . . . . . . . . Flower Van and Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Flowers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Death Certificates ........................ . . . . . . . . . Rev. John Kurtz .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Patriot News Obituary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SATURN BLUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Concrete Grave Liner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Package Savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Odd Fellows Cemetery. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total Funeral Charges Adjustments (Payments) Balance Due on Account (Due date: 01/15/2007) 3501 Derry Street Harrisburg, PA - L 7 L 11- L8 L 7 tel 717 564-1633 fax 717 561-9918 Stephen J. \Vilshach. Supervisor :HO L \brket Street Camp Hill. Pc\. - L 7011-++28 tel 717 {)7..g726 fax 7] 7737-1859 Rcbccc\ I. Donahue. Supervisor February 7, 2007 Ref No.: 1003475/ C07 008 1,935.00 515.00 205.00 315.00 515.00 415.00 315.00 205.00 100.00 180.00 60.00 100.00 131 .54 1,295.00 945.00 (370.00) 850.00 $ $ $7,711.54 0.00 $ $7,711.54