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Home My WebLink About02-0052PETITION FOR PROBATE and GRANT .OF LE ERS Estate of' Barry' C.. Kaiser,. Jr., No. :~.' 21-02-52 also known as To: · . '.~...,; 4 , .Deceased. Social Security No. 043-12-2887 The petitionof the,undersigned~ respectfully represents that: ,- :' : Your petitioner(s), who is/are 18 years of age or older an the executrix in the last will of the above decedent, dated July 9, 1991 and codicil(s)dated Register: of,WillS for the · COunt~/'0t~ C-mherland in the Commonwealth of Pennsylva0ia named ,19 (state 'relevant cirotmstances, e.g. renunciation, death of:executor, etc.) Decendent was domiciled at de~h in C"mherlan~shall .' C0Unty,,Pennsylvania, with Rd.; Sh_ippen-dburg, ~ ~,t ' h is last family or principal residence at 21 Gu C11mherl and Coun~.- peniinyXvania. 17257 . . .7 ~ . -~ . (list.st~eet~ ~n~berland mtmc~palit~,) . Decendent, then 81 Years of age, died December 27, 2001 19. , at Shippensburg, C~mherland County, Pennsylvania' Except as follows, decedent did not marry, was not divorced and did not have a child bOrn or adoptec~ ' after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death Owned property with estimated, values as follows: (If domiciled in Pa.) All personal property $ 10,000.00 (If not domiciled in Pa.) personal property in Pennsylvania $ (If not domiciled in Pa0 Personal property in County $ Yalue of real estate in Pennsylvania $100,000.00 situated as follows: · 21' Gutshall Road~ Shippensburg, Pa . WHEREFORE, pe~ioner(s) respectfully request(s) the probate of the .last 'will and codicil(s) pr~ented herewith and the grant of letters, testamentary (testamentary; administration c.t.a.; administration d.b.n~.t.a.) theron. ~d~a 1~. Heflm/nga ~} ~096 Centerv~lle Road Ne,,,-ville, PA 17241 _-r9-TE. Maxii. Skreet .;. ',(.__ :Newvil-le-, PA--1-7-24t .... formerly known as Lydia K. Hurley formerly known as Anne K. Porter REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF C, mmherland ., . 'L"/*/:~Ot · " ' ' ' ' '/'/'4 ..... The pctiuon~r(s~) ab~Ove-~amea >swear(s) or affirm(s) that the statements m the foregoing petition are true and correc, r to .the best"oP, t~e~knowledge and belief of petmoner(s) and that as personal represen- tative(s) of thd ibo{,e deced,e~i'~efiiioner(s) will well, and truly administer the estate according to law. Sworn to'or affirmed'and subscribed ~ ~u/~C~-~ //~~~,'- ' before me this llth, ' -'~.day of [ ~;k/~ ~-gi- ~ ~..d~_ ~ 0 ~' : NO. 21-02-52 Estate of FIAP. Ry C. KKISER, JR , Deceased DECREE OF. PROBATE AND GRANT OF LETTERS AND NOW JAffUARY 16 ytf 2002, in 'consideration of the petition on the reverse side hereof, satisfactorY proof having been presented before me, IT IS DECREED that the instrument(s) dated July 9, 1.997 described therein be admitted to probate and filed of record as the last will of ' IIARRY C. KAISER, J-R. ; and Letters ~E STAMEI~RY LYDIA K. Mennenga and Anne-~G3iser are hereby granted to (FKA Lydia K Mennenga and Anne K Porter)· FEES Probate, Letters, Etc .......... $ 235.00 Short Certificates( ) .......... $. 12.00 6.00 aUon ................ $. JCP . $. 5.00 TOTAL __ $. 258.00 Filed .. J...AINU...AR.Y...1.6.,...2.0.0. .2 ............ :. ^TTORN~¥ (Sup. Ct~ I.D. No.) ID # 65186 Susan J. Martman. Esquire ADDRESS 11rvine Row, Carlisle, PA 17013 717-249-7780 PHONE IING::,I FIFICATE O,F/DEATH~ ' I, ItARRY C. KAISER, JR., of 21 Gutshall Road, Shippensburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon atter my death as practically and conveniently may be done. SECOND. I direct that my remains be cremated and located in New Canaan, Conn. a stone erected on my family plot THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my children, Lydia K. Hurley and Anne K. Porter, in equal shares, per stirpes. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my children, Lydia K. Hurley and Anne K. Porter, in equal shares, per stirpes. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my children, Lydia K. Hurley and Anne K. Porter, in equal shares, per stirpes. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and 'appoint my children, Lydia K. Hurley and Anne K. Porter, as Co-Executrix of this my Last Will and Testament. I hereby relieve my Executrix from the necessity of posting security in connection with their duties, as such, in any jurisdiction in which they may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executrix, in their absolute discretiOn, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. IN WITNESS WHEREOF, I have hereunt° set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this q ~h day of July, 1997. Signed, sealed published and declared-by the above named Testator Harry C. Kaiser, Jr., as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed, our names as witnesses. COMMONWEALTH OF PENNSYLVANIA : · SS. COUNTY OF CUMBERLAND : I, Harry C. Kaiser, Jr., Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it wj~ingly; and that I'sjgned 'it ~-my free and voluntary act for the purposes therein expressed. 7// _. //j v ,m ~]~. ry /Kaiser, Jr. ~/ Sworn or affirmed to and /L,~tacknowledged before me, by, 1 ~/~ ~'~ t~. J'.O.. this q ~'day o/~,199(7./ /~ ~ Notar~ublic - COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : We, S~t~£dM ~ 0-~-czO and ~fJJ~e/c~l~l. ~o~ the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Harry C. Kaiser, .Ir., sign and execute the instrument as his Last Will; that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that- time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by ~x.x~_~.~ ~,~ G ~'-D and ~/j,.0-&Ck'~. ~ ~ , ~tnesses, t~s ~day o~July, 1 N~ Public '~mmO · ~ L~: LL~/ L L N~I" CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Harry C. Kaiser, Jr. Date of Death: December 27, 2001 Will NO. 21-02-0052 Admin. No. To the Register: It certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court .~ules was served on or mailed to the following beneficiaries of the above-captioned estate on January 18, 2001 Name Address Lydia Mennenga 1096 Centerville Road, Newville. PA 172&1 Anne Kaiser '19 E. Main Street, Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE Date: //~/~ ~ / /Signature ~ / Name Susan J. Hartman Address 1 Irvine Row Carlisle, PA 17013 Telephone(717) 249-7780 Capacity:__ Personal Representative x Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDiViDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FRO'M: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) OOO.943 HARTMAN SUSAN J 1 IRVINE ROW CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 043-12-2887 FILE NUMBER: 2102-0052 DECEDENT NAME: KAISER HARRY C JR DATE OF PAYMENT: 03/11/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 12/27/2001 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,000.00 TOTAL AMOUNT PAID: $5,000.00 REMARKS: ANNEKAISER C/O SUSAN J HARTMAN ESQUIRE CHECK# 112 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: pENNsYLVANiA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001 61 7 HARTMAN SUSAN J 1 IRVINE ROW CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 043-12-2887 i FILE NUMBER: 2102-0052 DECEDENT NAME: KAISER HARRY C JR )ATE OF PAYMENT: 09/1 6/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/27/2001 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,940.04 TOTAL AMOUNT PAID' $1,940.04 REMARKS: SUSAN J HARTMAN ESQUIRE SEAL CHECK//1402 INITIALS: AC RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TM RETURN RESIDENT DECEDENT NAME (LAST FIRST AND MIDDLE INITIAl. DATE OF DEATH (MM-DD-Year) -~ "~' I DATE OF BIRTH (MM.DD-Yea') 12/27/2001 I 01/29/1920 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDBLE INITIAL) [~]1. Original Return r'-'] 4. Umited'Estate I'~ 6. Decedent Died Testate O9. Litigation Proceeds Received NAME Susan J. Hartman FIRM NAME (IfAppicabb) Duncan and Hartman P.C. TELEPHONE NUMBER. 249-778O E~2. Supplemental Return E~4a. Futura Interest Compromise (~e of ~ ~e~ 12-12-82) r'-I 7. Decedent Maintained a Living Trust (~-.h ~w of That) r"-] 10. Spousal Poverty Credit (,~e ~f ~'~ ~ 12-31.91 and 1-'~-95) COMPLETE MAILING ADDRESS I Irvine Row Carlisle, PA 17013 OFFICIAl. USE ONLY o RLE NUMBER 2 1 -0 2 0 0 5 2 SOCIAL SECURITY NUMBER 0 4 3-'1 2-2 8 8 7 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER r-'] 3. Remainder Relum ((~e of d~m m~r to ~2-1332) [~5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election 1o tax under Sec. 9113(A) 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)' E~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10) 11. Total Beductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 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 (Une 12 minus Line 13) 113~745.,17 , 67,403.64 ~:OFFICIAL ,USE ONLY (8) (11) 181=148.81 21 ~370:20 (12) 21 ~370..20 (13) (14) 159~778.61 159~778.61 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 al sibling rate 159~778.61 X 0.0 (15) X ,..045 (16) X .12 (17) 18. Amount of Line 14 taxable at collateral rate X .15 (18) 19. Tax Due (19) 20. ['~ 7~ 190.04 7~190.04 Dec. dent's Complete Address: STREET ADDRESS 1 Irvine Row I STATE IziP crrY Carlisle ,* pa Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 5.000.00 250.00 17013 (1) 7,190.04 5,250.00 Total Credits ( A + B + C ) {2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) . (3) 4. If Line 2 is grester than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) .0.00 5. If Line 1 + Une 3 is'greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,940.04 A. Enter the interest on the lax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE.DUE. (5B) 1,940.04 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and~ ; Yes No a. retain the use or income of the property lmnsferred; .......................................................... ;...: ......... [] [] b. retain the right to designate who shall use the property transfen'ed or its income;. ....................... : ............. [] [] c. retain a reversionay interest;.or ............................................................................... ' ..... .: ............. [] [] d. receive the promise for life of either payments, benefits or care? ....................................... ' ..... : ..... i ....... [] [] 2. If death occurred alter December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideral[on? .......................................................................................... [] [] 3. Did decedent own an "in trust fo~'.or payable upon death bank aCCOunt or security st his or her death2 ............... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designafica~ ................................................ :..:.. ............................................. [] [] ";. :. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AI~D RLE IT AS PART OF THE RETURN. Und~ penalties of pedury, I ~ that I have examined this return, including accompanying sch~lubs and state~nts, and to the best of my knowbdge and beiof, it is btm. cofmcl and complete. Decla.albn of preparer olh~ ~ t~ pemonal mpresentathe is ~d on a~ intonation of whir'preparer h~ a~ knowbdge. SIGNATUEEZ)F PERSO~ EESPONSIBLE FOR FILING RETURN //// // '., DATE ADDRmS 0' ' 't ~ SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survMng spouse is 3% F2 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Januay 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the suwiving spouse is 0% [72 P.S. §9115 (a) (1.1) (i~]. The statute does not exempt a lmnsfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are sfill applicable even if the suwiving spouse is the only beneficiary. For dates of death on or alter July 1, 2000: The tax rate imposed on the net value of lmnsfers from a deceased child twenty-one years of age er younger st death to or for the use of a natural parent, an adaptive parent. or a steppomnt of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of tmnsters to or for the use of the decedant's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116{a)(1)]. The tax rate imposed on the net value of trensfers to or for the use of the decedant's siblinas is 12% 172 P.S. 89116/a1(1311. A siblina is defined, under Section 91D2 as an COMMONWEALTH OF PENNSYLVANIA INHERITANC~TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Kaiser. Harry C. 21 0;~ 0052 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, beth having reasonable knowledge of the relevant facts. Real property which is joirflJy-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 21 Gutshall Road Shippensburg, PA 17257 (see HUD-1 attached) net proceeds TOTAL fAIso enter on line 1. Recapitulation31 VALUE AT DATE OF DEATH 113,745.17 $ 113,745.17 A. H',0,D'.' ~-~fiq'LEMENT STATEMENT B. LOAN TYPE: I OUR FILE #: RE03-109 Loan ID 624113602 LENDER: ABN AMES Mortgage Group .. C.~Thi~ .~orm is furnished to give you a statement of actual settlement costs. AmoUnts paid to and by the settlement agent are shown. Items marked P.O.C. were paid outside closing. O. NAME OF BORROWER: E. NAME OF SELLER: Floyd F. Martin Estate of Harry C. Kaiser, Jr. Susan H. Martin G, PROPERTY LOCATION: H. SETTLEMENT AGENT: , I. SEI-I'LEMENT DATE: 21 Gutshall Road, 8hippensburg PA 17257 DUNCAN & HARTMAN, P.C. ~Monday 0S-Jun-e2 I IRVINE ROW Southampton Township, Cumberland County CARLISLE, PA. 17013 noon J, SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100 OROBS AMOUNT DUE FROM BORROWER 400 GROSS AMOUNT DUB TO SELLER 101 Contract Sales Prise $120.000.00 401 Contract sales prlee $120.000.00 :102 Personal Property 0.00 402 Personal Property 0.00 103 Settlement Charges (line 1400) ~45.25 403 104 0.00 404 105 Adjustments items prepaid by seller: Adjustments items prepaid by seller: 405 Leos1 taxes to 31-De=-02 157.13 106 Local taxes to 31-Dec-02 157.13 406 Assessments 107 AaBeos~nto to 407 School taxes to '30-Jun-02 79.04 108 School taxes to 30-Jun-02 7g.04 4os lo9 409 120 GROSS DUE FROM BORROWER 123881.42 420 GROSS DUE TO SELLER 1 202 36.17 200 AMOUNTS PAID BY OR FOR BORROWER 500 REDUCTIONS IN AMOUNT DUE TO SELLER 201 De,oBit or Earnest Money 0.00 501 Excess deposit 202 New Mortgage Amounts ABM AMRO g0000.00 502 Settlement charges 1491.00 203 Existing loans taken subject to 503 Existing loans taken 204 Second Mortgage with Legaoy Bank 24000.00 504 0.00 205 505 206 Seller Credit to Buyer 5000.00 506 .Seller Credit to Buyer 5000.00 207 507 Adjustments for items unpaid by seller 508 210 Local Taxes to 03-Jun-02 0,00 Adjustments for items unpaid by Seller 211 Assessments to 510 Local taxes 03-Jun-02 0.00 212 Sohool-Taxes to 03-Jun-02 0.00 511 Assessments to 215 512 School taxes to 03-Jun-02 0.00 216 513 217 .. 514 220 TOTAL PAID BY BORROWER 119000.00 s2o TOTAL REDUCTIONS SELLER 6491.00 300 CASH FROM/TO BORROWER 600 CASH TO/FROM SELLI~R 301 Gross amount duo from borrower 123881.42 601 Gross amount to seller 120236.17 302 ~-ess amounts paid by/for borrower 119000.00 602 Reductions to seller 6491,00 I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on of this D-! fo records. my account or on my behalf and I have received a copy Floy~ F. Martin~ Susan H. Martin PAGE~ #2 ' h~J0 DISCLOSURE/SETTLEMENT STATEMENT PAID BY PAID BY _ BORROWER SELLER ?00, TOTAL~REALTO R'S COMMISSION 0.00 701 Usfihg Agency:. 702 Selling Agenclt: 703 Transaction Fee: 0.00 800 ITEMS_PAYABLE IN CONNECTION WITH LOAN 801 Deferred Prer~ium to Cody Financial from ABN AMRO Mortgage Group POC $2250.00 0.00 802 3rd Party Semce$ Fee Legacy Bank 175.00 803 Appraisal Fee Cody Financial Services 275.00 804 Credit Report Cody Financial Services 50.00 805 Escrow Waiver Fee ABN AMRO Mortgage Group 225.00 806 Processing Fee Cody Financial Services 50.00 807 Rood Certificalion Cody Financial Sewices 21.50! 808 Document Preparation Fee ,Legacy Bank 150.00 809 Lender Administration fee: ABN AMRO Mortgage Group ~ 325.00 810 Overnight Mail Charges: Duncan & Hartman, P.C. 17.00 0.00 900 ITEM8 LENDER REQUIRES TO BE PAID IN ADVANCE 901 Interest ~ $17,50/day from 03-Jun-02 to 01 -Jun-02 -35.00 902 Mortgage insurance 903 Hazard insurance 904 1000 RESERVES DEPOSITED WITH LENDER Escrows collected: . # mos. due: X $ per mo.: 1001 Hazard insurance. 0 0.00 0.00 1002 Mortgage insursnce 0 : 0.00 0.00 1003 County/Local taxes 0 ' '.~ 0.00! 0.00 1004 School taxes 0 0.00 0.00 1005 Aggregate Adjustment 1100 TITLE CHARGES 1101 Settlement or closing fee: 1102 Abstract or til~e search: 1103 Title Review: ~ · 0.00 0.00 1104 Title insurance binde~. 1105 Document preparation: 1106 Notary fees: Notary 8.00 1107 Attorney's fees: Duncan & Hartman, P.C. 0.00 250.00 (includes above item numbers): 1108 Title Insurance: WILLIAM A. DUNCAN, AGENT FOR FIDELITY NATIONAL TITLE 1108.75 (includes above item numbers): 1101 - 1104 Endorsements 100 300 8.1 $150 1109 Owner's coverage $120,000.00 $958.75 1110 Lender's coverage $90,000.00 1111 Insured Closing Letter Fidelity National Title 0.00 1200 GOVERNMENT RECORDING AND TRANSFER CHARGES 0.00 1201 Deed 25.50 1st Mortgage 49.50 75.00 1202 Release/Satisfaction 0,00 2nd Mortgage 0.00 0.00 0.00. 1202 County/Local transfer tax (1%) 1200.00 1203 Pa. State transfer tax (1%) 1200,00 1300 ADDITIONAL SETTLEMENT CHARGES 1301 Radon testing: 1302 Pest inspection: 0.00 0.00 1303 Water Reading: ~0087 Huckleberry Land Water Assoc. 41.00 1304 Homeowners Association Fee !14:0o. TOTAL SETTLEMENT CHARGES: 3645.25 1 491.00 (also entered on line.103 for Borrower; line 502 for Seller) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECI~DENT SCHEDULEE · CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Kaiser. Harry C, 21 02' 0052 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. M&T Checking account (see attached) #3740930197 M&T Savings account #15004201445986 Refund AARP Healthcare (see attached) 1992 Ford Ranger 2DR STD.4WD Ex cab (see attached) Cumberland County.Burial Fund Personal. Property Refund USAA Insurance Refund Agway VALUE AT DATE OF DEATH 573.25 60,181.87 2.25 3,998.00 100.00 2,000.00 .- 523.59. 24.68 TOTAL (Also enter on line 5, Recapitulation) $ 67,403.64 March 6, 2002 RE: Estate Search The Estate of: Date of Death (D.O.D.) To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: HARRY C KAISER JR 12/27/2001 Account Account Number Account Title Type CHK 3740930197 SAV 15004201445986 Opening Branch HARRY C KAISER'JR 4341 HARRY C KAISER JR 4341 D.O.D. Accrued Interest Balances (Includes Accr. Int.) $573.25 $.00 $60,182.78 '$.91 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description No Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY: Authorized S~gnature O O DATE: Manufacturers and Traders Trust Company · 1100 Wehrle Drive, RO. Box 767, Buffalo, NY 14240-0767 REV-SS111~X ~(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT SCHEDULE H FUNERAL EXPENSES & AOMINISTRATIVE COSTS ESTATE OF Kaiser. Harry C, Debts of dec~ent must be reported on Schedule I. FILE NUMBER ;2:1 02 ITEM NUMBER 8. 9. 11. 13. 14. 15. 17. DESCRIPTION FUNERAL EXPENSES: Cremation Society ADMINISTRATIVE COSTS: ~ Pemonal Representative's Commissions Name of Personal Representative (s) Social Security Number{s) / EIN Number of Personal Representative(s) Street Address City State Year{s) Commission Paid: AttomeyFees Duncan and Hartman Family Exemption: (If decedent's address is not the same as claimant's attach explanation) Claimant Anne Kaiser Zip Street Address 21 Gutshall Road city Shippensburg Relationship of Claimant to Decedent Daughter Probate Fees Register Of Wills Accountants Fees Tax Return Prepare['s Fees Cumberland Law Journal The Sentinel Legal Ad Barrett Appraisel Columbia Propane GPU (Electric Bill) The Carpet Comer (Replace Carpets) Huckleberry Land and Water Company MCI Long Distance Bill Kuhn Communication Inc. Sprint Agway USAA Homeowners Insurance State PA Zip 17257 TOTAL (Also enter on line 9, Recapitulation) 0052 AMOUNT 1,490.00 9,056.20 3,500.00 358.00 75.00 77.63 250.00 123.10 101.27 2,150.00 70.50 20.45 58.38 22.25 155.88 309.36 21,370.20 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Kaiser, Harry C. 21 02 Page 1 Schedule H - Funeral Expenses & Administrative Costs - B7 0052 ITEM NUMBER 'DESCRIPTION 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. 35. 36. 37. Columbia Propane GPU Waste Management (trash) Vivian Coy Tax Collector Huckleberry Land and Water Association Columbia Propane Sprint GPU Agway MCI Carlisle Pathology Association Penelec Agway MCI Sprint Agway Penelec Waste Management Reimburse Anne Kaiser for Medications SUBTOTAL SCHEDULE H-B7 AMOUNT 55.85 62.63 50.04 271.82 35.00 55.69 22.43 62.10 196.45 10.58 14.61 84.82 168.87 10.58 67.55 24.68 121.64 221.39 2,015.45 3,552.18 REV-1513 EX + (1-97} COMMONWEALTH OF PENNSYLVANIA INHERiTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES Kaiser. I- NUMBER ESTATE OF ~irrv C, NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal disldbu~ons) FILE NUMBER 21 0~ RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Lydia K. Mennenga 1096 Centerville Road Newville, PA 17241 Anne Kaiser 21 Gutshall Road Shippensburg, PA 17257 Daughter 50% 50% Daughter O052 AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART Il -'ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEE1 $ (If mnra .e.n:ar~ i.~ nmad~.rl in,ain't ;Hrlifinn~l ;haal~ nf the ~am~..~i7~ I, HARRY C. KAISER, JR., of 21 Gutshall Road, Shippensburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be cremated and a stone erected on my family plot located in New Canaan, Conn. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable fOr the purchase, erection and inscription of a suitable marker for my grave. FOURTIt. I give, d~vise and beqUeath anY and all tangible personal property owned by me at the time .of my death unto my children, Lydia K. Hurley and Anne. K. Porter, in equal shares, per stirpes. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my children, Lydia K. Hurley and Anne K. porter, in equal shares, per stirpes. SIXTIt. I give, devise and'bequeath all the rest, residue and remainder of my estate unto my children, Lydia K. Hurley and Anne K. Porter, in equal shares, per stirpes. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint my children, Lydia K. Hurley and Anne K. Porter, as Co-Executrix of this my Last Will and Testament. I hereby relieve my Executrix from the necessity of posting security in connection with their duties, as such, in any jurisdiction in which they may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executrix, in their absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. IN W/ITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this q ~ day of July, 1997. Signed, sealed published and declared by the above named Testator Hah3/C. Kaiser, Jr., as and for his Last Will and Testament, in thepresence of us, who, at his reqUest, in his Sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA : SS. cOUNTY OF CUMBERLAND : I, Harry C. Kaiser, Jr., Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do h/ereby acknowledge that I signed and executed the instrument as my Last Will; that'I signed it W~IlinglY; and that I signed' it,s my bee and voluntary act for the purposes therein expressed.~~./.~.,~ ~r~~/~ Harry Ct/Kaiser, Jr. Sxvorn or affirmed to and acknowledged before me, by. t ' ~e~ C/4'ci ~ Jif- this ~ ~day Notar~ublic ' Notar~a, seal Cynthia L. Oarr, Notary Public South Middteton TWp., Cumberland Ceunty My CommiS?on F'xpires Aug. 14, 2000 COMMONWEALTH OF PENNSYLVANIA : : 'SS. COU1NTY OF CUMBERLAND : We, ~S~/~ ~ 0'~'~''0 and ~f.L~.ef-6,.~. ~~ the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Harry C. Kaiser, Jr., sign and execute the instrument as his Last Will; that he signed willingly and that he executed as his free and voluntary act for the purposes .therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and' that to the best of oUr knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or Undue influence. Sworn or affirmed to and subscribed before me by S~o~ .~ C~ ',~L'o and X/~t~[o(.Ck'}V~. ,_~ ~ ; witnesses, this~q-d~-day o,~July, 199~?<--x No~a~-y Public BURF:A~J '0~ INDIVTDUAL TAXES Z! ~TTANCE TAX D/VISTON DE:~. Z80601 HA.~ZSBURG,, PA 17128-0601 CONNONNEALTH OF PENNSYLVANIA DEPARTr NOTICE APPRAISEMENT, OF DEDUCTZON~ n~,) C' SUSAN J HARTMAN DUNCAN 8 HARTMAN I IRVINE ROW CARLISLE CUT ALONG THIS LINE REV-Z547 EX AFP (01-02) NOTICE OF ZNHERZTANC ESTATE OF KAISER RESERVATION CONCERNING FUTURE INTEREST - SEE ' [ CT02 25 ,_ ~ RETAIN LO~ER p z ~o ~ ~ m m ~ DZSALLOHANCE OF DEDU~ ~.... ~ z o ~ ~ ~ m HARRY C FILE ~ ~>"'~ u~ = ~= ~ o z ~ o m~ ~ 02 TAX RETURN NAS: ( ) ACCE~ Z~ z=m ~ ZE J-uJ 0 15. Charitable/governmental Bequests; Non-olecte~ 14. Net Value of Estate Subject to Tax NOTE= Z~ an assessment was issued pPevious] Pe~lect ~iguPes that include the tot~ ASSESSMENT OF TAX: 15. Amount of L/ne 14 at Spouse! rate , 16. Amount of L/ne 14 taxablo at Lineal/Class A 17. Amount of L/no 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class Bi ~.1 icount ] 0 ~ortion .JI, I~ yOUr 19. PrincApal Tax Due TAX CREDITS: I PAYMENT RECEIPT DISCOUNT (+i DATE NUMBER INTEREST/PEN PAI 0~-11-2002 CDO009q~ 09-16-2002 CD001617 INTEREST IS CHARGED THROUGH I -12-2002 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATZON OF ADDZTIONAL INTEREST. 265.16 .00 5,000.00 1,9~0.04 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ' 7,205.20 79.15 · 6o~. 79.75,~I<~. ( IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CA), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) APPRAISED VALUE OF RETURN BASED ON: ORIGINAl 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) I $. Closely Hold Stock/Partnership Interest (Sched~ 4. Mortgages/Notes Receivable (Schedule D) $. Cash/Bank Deposits/Misc, Personal Property (Sch 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule O) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schi 10. Debts/Mortgage Liabilities/Liens (Schedule T) 11. Total Deductions 12. Not Value of Tax Return RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: '. ZNTEREST: Estates of decedents d~ing on or before December ZZ, 198~ -- if any future interest in the estate is transferred in possession or enjoyeeht to Class S (~ollateral) beneficiaries of the decedent after the expiration of any estate:.for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the tawful Class B [collateral) rate on any such futura interest. To fulfill the requirements of Section Z140. of the~ZnheritanFe and Estate Tax Act, Act Z5 of ZOO0. (TZ P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on .the reverse side. --Hake check or money order payable to: REGISTER qF. HILLS, AGENT A re'fund of a tax credit~ which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate. Tax" (REV-ISiS). Applications are available at the Office of the Register of Hills, any of the Z3 Revenue District Offices) or by calling the special Z4-hour answering service for forms ordering: [-800-36Z-Z050~ services for taxpayers with special hearing and / or speaking needs: 1-800-447-30Z0 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallouance of deductions, or assessment of tax (including discount oF interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written pretest'to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR. --election to have the matter determined at audit of the account of the persona[ representative, OR --appeal to the Orphans' Court. Factual errors dis~overed on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA l?lZB-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident ' Decedent". (REV~[501) for an explanation of administratively correctable errors. [f any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SZ) discount of the taxpaid is allowed. The l~-tax amnest~ non-partlclpat~on penalty is computed on the total of the tax and interest assessed, and nat paid before January lB, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date ofpayment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (BZ) percent per annum, calculated at a daily rate of .000164. Al1 taxes'which became delinquent on and after January 1, 19aZ Will bea~ interest at a rate Nhich will vary, from calendar year to calendar year with that rate announced' by the PA Department of Revenue. Tho applicable interest rates for 198Z through ZOOZ are: Year Inter~st Rate Daily Interest Factor 1982 ZOZ 198~ ' ~BZ .000458 198~ 15Z --.000356 1986 IOZ .000274 1987 92 .O00Z~7 1988-1991 llX .000301 --interest is calculated as follows: Year Interest Rate Daily Interest Factor 1992 . 9Z .000Z47 1993-199~ ' 7R .00019Z 199S-1998 9Z .000Z47 1999 7Z .OO019Z 2000 &X .000219 20Ol 9Z .000247 ZOOZ 62 .00016~ INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issda~ after the tax becomes 'delinquent will reflect an interest calculation to. fifteen (15) days beyond the date of tho assessment. If payme.nt is made after the interest computation date shown on the Notice, additional interest must bo calculated. ~EV-1470 EX (~'8) · ~,~. INHERITA~ NCE TAX EXPLANA'i:ioN COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENTS NAME FILE NUMBER Harry C Kaiser 2102-0052 REVIEWED BY ACN Deborah Washington 10~1 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H B-37 The deduction claimed for reimbursement has been disallowed. No evidence of a written contract of indebtedness between decedent and claimant was submitted. ROW Page"l COMMONWEALTH OF PENNSYLVANtA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001772 SUSAN J HARTMAN ESQUIRE 1 IRVINE ROW CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 043-12-2887 FILE NUMBER: 21 02-0052 DECEDENT NAME: KAISER HARRY C JR DATE OF PAYMENT: 10/25/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 2/27/2001 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $79.73 TOTAL AMOUNT PAID' 879.73 REMARKS: SUSAN J HARTMAN ESQUIRE SEAL CHECK# 1408 INITIALS: JA RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS Date: STATUS REPORT UNDER RULE 6.12 NameofDecedent: ~L([~ C, ,~i~e(' Date of Death: ~ 2 q, ~ col W'ill No.: Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: Smte~_.whe, t~r administration of the estate is complete: Yesj~ No 1-] . If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal ~ntative file a final account with the Court? _ ' b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal r,.{_.ep~tative state an account informally to the parties in interest? Yes J2~ No c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to this report.,, · ,7, Name Address Telephone No. Capacity: ~fPersonal Representative ~__~9unsel for personal representative In Re: Estate of BROTHERS CLARK WIL ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2006-00052 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: BROTHERS CLARK WILLIAM II Counsel for Personal Representative: Date of Decedent's Death: 10/16/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. rr"the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 11/1/2006 ~~J~ Distribution: Personal Representative Counsel for Personal Representative Estate File Glep.ti~ Cler ..D CJ U1 CJ . .. - I":'.' . U.S. Postal Service, CERTIFIED MAIU.. RECEIPT (Domestic Mail Only' No Insurance Coverage ProvIded) [T" IT1 ..D ru IT1 CJ CJ CJ CJ [T" IT1 CJ U1 CJ CJ ["- . .. . . . . - . . . I OFFICIAL USE 1 PosIage $ 6lo-06S;l Certllled Fee JO~YlDhc( Retum ReceIpt Fee POlIIm8rk (Endorsement Required) Here Restricted DeHvery Fee . 1/ fJ-/O lJ (Endorsement Required) Total Postage & Fees $ 4