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HomeMy WebLinkAbout03-0499SCHEDULE A REAL ESTATE ESTATE OF Dorothy E. K¢¢k FILE NUMBER 21-03-0499 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value with is defined as the price at which property would be exchanged b,~ween n willing buyer and a willing seller, neither 1~, ing compelled to sell, both havin~ reasonable Imowlcd~ of thc relevant facts. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 Dwelling and storage building at 9 Fawn Drive $145,000.00 Carlisle, PA 17013 Tax parcel no: 14-05-0421-036 TOTAL (also on lin~ 1, Pa:capitol~on) $145,000.00 From: IRWIN LAW OFFICE Settlement Statement 717 243 9200 11/28/2003 12:19 #105 P.002/003 U.S. Department of Housing end Urben Development dl~ OMB Approval No. 2502-0266 J. T~ae of Lean 1. [] FHA 2. [] FmHA 3. [] Cony, UnlnL Js. FleNu~ 7.~n~n~aer I. Mad~qllneurancaCalNum~r 4. D VA S. ~ C~v.~n=. j 03-6120-066352418-9 C. Note: This form Is ~u~shed t0 give ~ a a~t~ent of a~ual eeRlement ~sts. ~o~ts ~ld to and by the aeffiement agent are s~. Items ma~ed "(p.o.m)' ~ra paid outside ~oelng; they are SR~ hem ~r In~efionNpu~oses end not In~p~e~ In the tot~, ROBERT P. CRIBBS ESTATE OF DOROTHY H. KECK WASHINGTON MUTUAL JODI L. CRIBBS G. Pf~. H. em~nl H~OLD S. IRWIN, III 9 FAWN DRIVE CARLISLE PA 17013 Pia~ ~ hti~ I. ~"~m ~ ~ SOUTH PITT STREET ~11/28/2~3 Lo~ ao~ C~L aLE PA 17013 Ill 1128/200~ J. eummm'~ of Borrowet'e TranoeGflon K. Summery o! Seller's Tronoe~llon 101. t03, 10~. 107, 108. 10~. 110. 111. ([1~9 ~aMlltl Due To Belier ConlraGt ~lol pries Contm(x sam pdce 145,000,00 (01, Pereoflll properly (02. 8atUomom charnel to borrower {Uae t400) 5t21 5,89 (03, (05, ,edlustmo~to for am! paid by seller In edvsnea c[~*~,v,,xol 11128/20a=312/3112003 16.17 40e. cou~-m 11128120(~36/30/2003 515.74 11~ lO i413. 114. to 414. ~. ~,t Due From eQn~ 150,747.80 420. 145,000.00 18.17 515.74 118, 125. Gre$1 kaou.t Due To aJu~- 145.531,91 200. Amounts Paid Sv Or In Behalf Of Berro~r lO0. 201. 202. 203. 204. 709, 207. 208. 200. DoI~sN or earner money 1,000.00 501. Pdnclpll Imouat o~' Mw loan{s) 137]750.00 ~oz E~I~g ~{I) ~k~ .~t[ b 603. 6O5. Sellers Contribution to Buyem' Costs , 4,350.00 sot Selleds Credit ~0 Buyer for Electric 400.00 ~. 6o~. ~Juatmln~ for ~iml unplld by m~ier 210. CllyAown toMB 211. Count/taxol 212. AHenmanla to 213. to 214. to 215. to 218. to 211. (o 210. lO 219, to nJchJ~'Oonl In Amoun~ gus To I~elier E.COM deposit {ia. P.~ of ~t ~age ~ Sellers Con~lbuUon to Buyers' Costs Sellers Credit to Buyer for Electric Adluetmento for Ilome UflpIId by oellar 9,095.38 4,350.00 400.00 220, Total Paid B~For Borrower to 510. to 511. 143,500.00 Cli¥/town taxes to County ta~s to 512. Allollmenie to S13, to 514. to 516. to 516. to 511. · to t18. % m 519. ~ riO, TQ~ Rldu~on~o~t Dui Olll~ 13,845.38 300. Colh At 8oldemaflt Fram/To Borrower 6O0, 301, (]mis ~ due from boreo~lr (line t20) t 150,747.80J6ol, 302. Loll amount paid by~3~ born~Jr lime 220} 143,500.00 6o2. 303. Colh ~ From [] To Borrower 7,247.80J6og,/ SUBSTITUTE FORM 1099 SELLER STATEMENT T~I IMorrnl~ofl contoll~Jd In B~kg E, G, H, ~ I and ~ IM 401 (u, IM 403 I~ 4M) lB ~ Mx in~n ~ il bo~g I~M~ to ~l InW~l ~VlnUl 8~J. ff ~ am ~U~d m ~ e m~ I ~g'~ Miry M o~or un~n MI ~ ~d on ~ f ~ ~ ~ ~u~ ~ ~ ~d ~ ~ IR~ dew.nos · at a hol ~ ~fl ~. ~ ~t M I~ll 18 ~ pfl~l alike, file FO~ 2119, lllO a E~h~o of P~d RolldoKo, [~ any g~. ~h ~ ~ ~ a~m; ~ ~ ~na~l, ~ N ~b ~ M Fo~ 4707, Fe~ 6232 I~ S~uie O, F~ t~). You ~ ~od ~ ~o ~a 9oW~nt Agent (Mm~ e~) ~ ~ ~l~ ~xpl~ ~U~ fl~b~, I~ ~ do not ~o lbo 8atl~nl ~1 ~ ~ ~ WN~ IMn~n number, ~ may ~ I~w w civil ~ ~nd ~11~1 Imbed ~ ~. Und~ aeMIlie8 of podu~, J ~ ~l ~e fl~r ~ ~ ~e ~mem la my w a~r ~M~ nu~. (SaBer's Signature) From:IRWIN LAW OFFICE 7]7 243 9200 11/28/2003 12:20 #105 P.003/003 L SMttemant Citergee 700. Totel hl#/Omkar~a Cemmleelon baaed on prloa $ 145,000.00 J 4.00 ~. DIvlII~ ~ Commb~n (1~ 7~) es 7o~. s 6,800.00 ~ B-H AGENCY GMAC R~L ESTATE 7~. $ 703. Commleaton p, id al SeVdamem 600. Iteml Pi,~i.~;i in ConnacOon With Lean 5'8001 ~=~=wer'ePald I, rom Funds Al Settlement Paid From FunOe At Settlement 5,800.00 ~l,L~nO*t~netlonPge 137,750.00 137,760.00 0.625 ~ WASHINGTON MUTUAL 860.94 % 8o3. ^..mleei Faa m LARRY FOOTE 285.00 804. Credit RaJx~ to 005. LanaerI Inep~-tlon Fee 806. Ido~aeoe itmuraAoe App#cidon Fee to 807. A~umpeo~ Fee ada. Payment Processing Fee to WASHINGTON MUTUAL 6da. Funding and Revelw Fee to WASHINGTON MUTUAL 01o. Tax Procurement and Trackin.q Fee to TRANSAMERICA att. Tax Research and Payment Sen/Ice Fee o12. Flood Ceriificatlon to ;ERETA CORP. 013. Wire Transfer Fee to WASHIN~T~N MUTUAL 000. IlemlRequlredByL.IndlrTaBaPlldlaAdvlnee X F~k~eleatdi¥1noaioe-Ilna~01 ~Ol. ,.~r#.~m 1112812003 ~o 12/1/2003 eS21.70 003. Hazard Inlumnca Premium br 605. 1000. llalervaa Oepoelted With Lender 200.00 330.00 50.00 31.0~ 13.00 65'101 t001. Hezardlneuranc~ 3 mailbagS 27.33 per monlh 1002. Mo~egelnluranoe mont~$ ~r ~nm t003. Cltypmpi~y~e 10 m~hl~S 15.12 ~ m~th 10~. C~ p~ m~s ~the~ ~r m~ ~. School Taxes 6 ~,~s 73.36 ~ m~nffi 1~7. m~th~$ ~ m~h 10~. Aa~mmlte A~countlnl~ Adluelment 1t00. Title Chergee 1101, 8etltomeflt et ctoaln9 lea to 1102. Ab~lct M ll#a leerch to 1103. TIIla #lml~lUon te NIVEN BAIRD 1104. TIIII InlUmncl btodlt Io 1105. D(x;umenl pmpemUon I~ ]108. Nmos/fees 1t07. AU(xn~(i Ieee HAROLD 8. IRWIN~ III (Inciud# a~ Iteml numberz: 1108. Trim Insurance PENN ATTORNEYS TITLE INSURANCE CO (Indud# above I~me numbem: 1106. Ler~m'l coverage ~ 1110. Owne~e COVMOGO $ 1111. Overnight Mail Expenses to HAROLD S. IRWIN, III 1112. 1113. 1200. Oovem,ment Recording and Tranafar Charg~a 1201. Rem)~lln9 fees: Dead S 38.50 ; Mc~,'tgage 1202. Cit~cou~e/tex/itempl; Dee~ $ 1~450.00 12o3. s~.,..,~.tomp.: ~ S 1~450.00 1~04. 100.00 15.00 1,288.75 30.0E 5.00 72.50 ;,~,~_--__- ~i 27.00 1,450.00111'001 27.00 1,450.00 1206. t300. Addlitonal htitamenl Chargee 131)1. Survey 1302. Peet Inepectton 1303. 8eptio Certifigation to PECKS SEPTIC SERVICE 100.01 405.88 13o4. Water Certification to BLACKS WATER CONDITIONING 707.50 13os. Radon Certification to AMERICAN RADON SOLUTIONS 700.00 130~. 1307. 1308. 1400. Total SeWemem Chirgea (enter on lin# t05, 8eotlon J and 602, 8#Uofl K) 5i21 5.6g ,, , gt095.3R CERTIFICATION ~ler ESTATE OF DOROTHY H. KECK ROBERT P, C~iBBS JODI L. CRIBB9 ~t~ent Agent HAROLD S. IRWIN, Ill I~H~nL F~ dlbdl eel: ~ 18 U.S. Coda ~ 1~1 and 8~U~ 1010. PETITION FOR PROBATE and GRANT OF LETTERS also known as , Deceased. Social Security No._ J ? 7' ~ ~?- ~[ ~ ! The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or okter an the execut£ ! in the last wilt of the above decedent, dated / and codicil(s) dated Fl//'/41 ' To: Register of Wills for [he County of ~1~ ~/M.~'~ /,~t~ in the Commonwealth of Pennsylvania named ,19 (state relevant circumstances, e.g. renurlciation, death of executor, etc.) Decendent was domiciled at death in C/,~ t4t~ ~1~ ~/~ f'~ A/'O~ _ . . County, Pennsylvania>,with ~h-~t~ last family or principal (list street, number and muncipality) Decendent,_then __ ~> o'2, years of age, died ~- / J- ox9 d d ,_~ ~,. tzxcept as ~ollows, aVecedent did not marry, was not divorced and did not have a child born or adopteci 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 $ ~ 0,, ~ , d:r~7 (If not domiciled in Pa.) Personal property in Pennsylvania $_ (If not domiciled in Pa.) Personal property in County $_ WHEREFORE, petitioner(s) respectfuily request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEAJ.,>TH OF PENNSYLVANIA 3 COUNTY OF ~~Z'~..,~...,_....x-'~,. y ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed be:~>~ me/~,~,t~is~ /,J~7'-/~ ,~ day o_..~f. ] /"2-/-/-7 - / - Estate Of [~~, ~/v I~ ~Ec,14 , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~(~/..,~,J/,O 77V ~, in consideration of the petition.on the reverse side hereof, satisfactory proof having be, gu)presented before me, IT IS DECREED that the instrument(s) dated /_.,~;~,,,a//~_~..//'0. /~ ~ ~~l~t will of . ~d Letters . / _ ' . ) ~~ FEES Probate, Letters, Etc .......... Short. CertifiCates( )...' ....... Kenuncmuon ................ ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 944901.2 No. Date H,0s. t43 R~,. w~? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS .T ":' CERTIFICATE OF DEATH ~,~ ~ ........ '. 197 -- 30 -- 9369 J" 6/11/2003 ,,.Carlisle, PA 17013 D. Nailor ,,.Anna Mae Miller /16/2003 194 Grahams Woods Rd., Carlisle, PA 17013 Mem. Grds. ,,d.Carlisle, PA 17013 Brothers Funeral H~ne, Carlisle, PA 1701 03 ................ ' , --- -~ p,ace inodue o the ©auee(e and LAST WILL AND TESTAMENT OF DOROTHY H. KECK I, DOROTHX H. KECK, a resident of and domiciled at 9 Fawn Drive, Lower Frankford Township,, Carlisle, Cumberland County, Pennsylvania being of sound mind and disposing intent, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils at anytime heretofore made by me. ITEM I I order and direct my Executrix, hereinafter named, to pay all of my debts and expenses involved or connected with the administration of my estate, as soon after my death as is reasonably possible, from my residuary estate. However, my Executrix need not accelerate and pay those unmatured obligations which, in her opinion, might be proper and more advantageous to retain or renew and pay as they become due and payable. Should any real property pass under my Will, it shall pass subject to any mortgage or lien thereon. ITEM II I direct my Executrix to arrange Westminister Memorial Garden, Carlisle, for my burial at Pennsylvania, and to expend the necessary sums from my estate for this purpose. ITEM III I give, devise and bequeath all of the remainder of my estate, real or personal, and my property of every kind and description (including lapsed legacies and devises), wherever situate and whether acquired before or after the execution of this Will, to my husband, PAUL H. HECK. If my said husband shall not survive me, then I give, devise and bequeath all of said property to my children; SHIRLEY ANN BOYD, R.D. 9, Carlisle, Pennsylvania, KENNETH EUGENE KECK, 9 Fawn Drive, Carlisle, Pennsylvania, SANDRA JEAN WARNER, Newville, Pennsylvania, BETTY LOUISE MILLER, R.D.#3, Carlisle, Pennsylvania, LARRY GENE KECK, Old Mill Road, Carlisle, Pennsylvania, BYRON PAUL KECK, 21 Fawn Drive, Carlisle, Pennsylvania, AND JOD¥ LYNN REATH, Burnthouse Road, Carlisle, Pennsylvania, in equal shares, per stirpes. ITEHIV In the event that my husband, PAUL H. KECK, and I should die simultaneously or under circumstances as to render it impossible to determine who predeceased the other, or within thirty (30) days of each other as the result of a common accident, I shall be deemed to have survived my husband. I hereby nominate, constitute and appoint as Executrix of this my Last Will and Testament, my daughter, SHIRLEY ANN BO~D, and direct that she shall serve without requirement of bond or surety. By way of illustration and not of limitation and in addition to any inherent, implied or statutory powers granted to executors generally, my Executrix is specifically authorized to and empowered with respect to any property, real or personal, at any time held under any provision of this my Will, to allot, allocate between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with respect to, continue any business of mine, convey, convert, deal with, dispose of, enter into, exchange, hold, improve, incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise options with respect to, take possession of, pledge, receive, release, repair, sell, sue for, to make distributions in cash or in kind or partly in each without regard to the income tax basis of such asset, and in general to exercise all of the powers in the management of my Estate which any individual would exercise in the management of similar property owned in her own right, upon such terms and conditions as to my Executrix may seem best, and to execute and deliver any and all instruments and to do all acts which my Executrix may deem proper or necessary to carry out the purposes of this my Will, without being limited in any way by the specific grants of power made, and without the necessity of a Court Order. Should my daughter, SHIRLEY ANN BOYD, be unable or unwilling to serve as Executrix, I hereby nominate and appoint my daughter, BETTY LOUISE MILLER, to serve as alternate Executrix. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this ./~day of August, 1992~~~ ~/~~ DORO'~'tl¥ H. ~ SIGNED, SEALED, PUBLISHED and DECLARED by the above Testatrix as and for her Last Will, in the presence of us, who thereupon at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. Witness Address Witness Address ' STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND : SS - the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of each witness, knowledge and belief the Testatrix was at that time eighteen years of age or older, of sound mind and under no undue constraint or influence. Witness - ' Testatrix-~ ' ' ' ' Witness Subscribed, sworn to and acknowledged before me by DOROTHX < H. KECK, the Testatrix and subscribed and sworn to before me by witnesses, this /C~ day of Augus~t, 1992. ' Notary Public ~- NOTARIAL SEAL · J SHELLY SEXTON. NOTARY PUBLIC | CARLISLE BORO. CUMBERLAND COUNTY J MY COMMISSION EXPIRES OCT. 31. 1994 M~mba' Pennsylvania, A~ation ot' Not&Me= ast ill i e tament DOROTHY H. KECK ..... qu, m3 t~OtV Bt Nnr ARTHUR T. McDERMOTT & ASSOCIATES Attorneys and Counsellors-at-Law Fifty East High Street P.O. Box 246 Carlisle, Pennsylvania 17013-0246 (717) 243-7807 Telefax 243-9766 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 OO2991 BROWN PATRICIA R ESQUIRE 10 WEST POMFRET STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 197-30-4369 FILE NUMBER: 2103-0499 DECEDENT NAME: KECK DOROTHY H DATE OF PAYMENT: 09/09/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/1 1/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $9,500.00 REMARKS: TOTAL AMOUNT PAID: PATRICIA R BROWN ESQUIRE $9,500.00 SEAL CHECK# 99 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Name of Decedent: Dorothy H. Keck Date of Death: June 11,2003 Will No: 21-03-0499 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on June 19, 2003: Shirley Ann Boyd 194 Grahams Woods Road Carlisle, PA 17013 Sandra Jean Warner 1840 Pine Road Newville, PA 17241 Betty Louise Miller 1300 Waggoners Gap Road Carlisle, PA 17013 Larry Gene Keck 159 Run Road Carlisle, PA 17013 Jody Lynn Reath 624 Brandy Run Road Newville, PA 17241 Kenneth Eugene Keck 9 Fawn Drive Carlisle, PA 17013 Bryon Keck 504 Mohawk Road Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No exceptions. Date: July 24, 2003 Patricia R. Brown, Esquire 10 West Pomfret Street Carlisle, PA 17013 Phone: 717-249-3024 Capacity: Counsel for personal representatives August 1, 2003 Patricia R. Brown, Esq. 10 West Ponfret St. Carlisle, Pa. 17013-3216 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES . DEPARTMENT 280601 HARRISBURG, PA 17128-0601 '03 :il}U i2 ::: :::2 Telephone (717) 787-3930 FAX (717) 772-0412 Dear Ms Brown: Re: Estate of Dorothy H. Keck File Number 2103-0499 This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before September 11,2004. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. .' ./ ............... / :',/- -/,'. '.'!':i ':.: .' L._.,,X~/~.x-~."'"'~-'~--' / "_..:.,_::>~_,.>_,:..<_ /,'/I//' ~ Ol~udi~ M~ffe~e~i~or Dooument Prooe~ing Unit Inherit~noe T~x Division COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV- 1500 TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Keck, Dorothy H. DATE OF DEATH (MM-DD-YY) IDATE, OF BIRTH (MM.DD-YY) OFFICIAL USE ONLY FILE NUMBER 21-03-0499 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 197-30-4369 NUMBER THIS MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS IM IF APPLICABLE) SURVIVING SPOUSE'S NAME SOCIAL SECURITY NUMBER ° I U.I I- z u.i z O 0 X--] 1. Original Return *~ 4. Limited Estate X--J6. Decedent Died Testate 9. Rec'd NAME: Patricia R. Brown, Esquire FIRM NAME: [] 2. Supplemental Return [] 4a. Future interest Compromise [] 7. Decedent had Living Trust Credit TELEPHONE NUMBER 717 249-3024 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3.Closaly Held Corporation, Partnemhip or Sole-Prop. (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch. E) (5) $, Jointly Owned Property (Schedule F) (6) I'--I Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Propate Prop. (7) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administration Costs (Sch H) (9) 10. Debts of Decedent, Mortgage liabilities, & Liens (10) 11. Total Deductions (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 14. Net Value Subject to Tax (Line 12 minus Line 13) [] 3, Remainder Return [] 5. Fed. Est. Tax Return Req'd 0__ 8. Total number of SDB's 11. Election to taxw/Sec. 9113(A) COMPLETE MAILING ADDRESS: Patricia R. Brown, Esq. 10 W. Pomfret St. Carlisle, PA 17013 $145,ooo.0.o_ $o o $95,501 ~0'5 $0~00 (8) , $240,50~'~ 5 $34,496.~ $12,511.91 (11) $47,008.81 (12) $193,492.24 OFFICIAL USE ONLY (13) (14) $193,492.24 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amnt of Line 14 taxable at the spousal rate, or transfers under sec.9116(a)(1.2) x.0m (15) $0.00 16. Amount of Line 14 taxable at lineal rate $193,492.24 x.045 (16) $8,707.15 17. Amount of Line 14 taxable at sibling rate $0 x.12 (17) $0.00 18. Amount of Line 14 taxable at collateral rate $0 x. 15 (18) $0.00 19. Tax Due (19) $'--'"-'---~, 707.15 20 [] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: ISTREET ADDRESS CITY,, 9 Fawn Drive STATE ZIP PA Tax 1. 2. Carlisle Payments and Credits: Tax Due CredOs/Payments A. Spousal Poverty Credit B. Prior Payments C. Discounts (1) 17013 $8,707.15 $9,500.00 To~ Cmd~s 3. Intamst/Penalbj if applicable D. Interest E. Penalty Tote thtere~P~ (D+E) 4. ffUne2isgmaterthan Line I + Une 3, entor the dilferan~. TI~ i~ the OVERPAYilENT. Check box on Page 1 Une 20 to request a refund (2) $9,500.00 (3) $0.00 (4) $792.85 5. If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) $0.00 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: y~ no a. retain the use or income of the property transferred: ~ c. mlain a mvemicmery interest: or d. retain the promise for life of either payments or care? ~ ~ 2. ff daath occurred after December 12, 1982, did decedent transfer propa~'y wtthi~ one year of death 3. Did decedent own an "in trust for' or payal31e upon death bank acxx~lnt or seculity a~ his or bar dealh? ~ ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non. probate properly which contains a benef'~i.~/distgnatian? ~ ~ IF THE ANSWER TO ANY OF THE AJBOVE QUE$11Of~ I$ yr=~, YOU IIUST COIIPLETE ~".,HB3ULE G AND Fi.E iT A~ PART OF -rile RETURN. Oeclarmion of Faf)a'~ other than the personal ratxese~a, rive is based on e, informaJon of which prepay, has ar~ knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS cJo 10 West Pomfret Street, Carlisle, PA 17013, ^TE ADDRESS c/o 10 West Pom~t ~t, ~His~, PA 17013 For ~t~ ~ ~ ~ ~ ~ JuN 1, 1~ ~d ~m ~ ~, 1 ~, ~ t~ rate im~ ~ ~ ~t va~ ~ ~ to ~ ~ ~ ~ ~ ~ ~iv~ ~ is 3% ~2P.S. ~. 91 l~a)(1.1XI)]. F~ ~ ~ ~ ~ or ~ Ja~ 1, 1 ~, ~ ~ m~ i~ ~ t~ ~ val~ ~ ~ ~ ~ ~ t~ ~ ~ t~ s~vi~ ~ ~ ~ ~2 P.S. ~. gl 1~a)(1. IXii)]. ~~~a~toa~~~ ~ ~~~~fi~a~ ~11~ ~ ~ ~i~~ ~ty For ~s ~ ~ ~ or ~ JuN 1, 2~ ~ t~ r~e i~ on t~ ~ va~ ~ ~n~ ~ a ~a~ ~ild ~ ~ ~ ~ or ~ ~ ~ ~ ~ ~ ~ ~ ~ a natural ~, ~ a~i~ pa~t, ~ a ~ ~ ~ ~ ~ ~ ~2 P.S. ~. 911~a~1.2)]. ~ ~ ~ i~ ~ ~ ~ ~1~ ~ ~ ~ ~ ~ ~ ~ ~s li~l ~ is 4.5%, ~ ~ ~ in ~ P.S. ~ 911~1.2) ~2 p.S. ~g11~a~l). ~ t~ r~ i~ ~ ~ ~ ~1~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~s si~i~ is 12% [72 P.S. ~.911~a)(1.3)]. A Nbl~ is ~, ~ ~ 91~, as ~ i~ivi~ ~o ~s ~ ~ast ~ p~ in ~ ~th the d~, ~ ~ ~ ~ ~. LAST WILL AND TESTAMENT OF DOROTHY H. KECK I, DOROTH~ H. KECK, a resident of and domiciled at 9 Fawn Drive, Lower Frankford Township,, Carlisle, Cumberland County, Pennsylvania being of sound mind and disposing intent, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils at anytime heretofore made by me. ITEM I I order and direct my Executrix, hereinafter named, to pay all of my debts and expenses involved or connected with the administration of my estate, as soon after my death as is reasonably possible, from my residuary estate. However, my Executrix need not accelerate and pay those unmatured obligations which, in her opinion, might be proper and more advantageous to retain or renew and pay as they become due and payable. Should' any real property pass under my Will, it shall pass subject to any mortgage or lien thereon. ITEM II I direct my Executrix to arrange for my Westminister Memorial Garden, Carlisle, Pennsylvania, expend the necessary sums from my estate for this purpose. burial at and to ITEM III I give, devise and bequeath all of the remainder of my estate, real or personal, and my property of every kind and description (including lapsed legacies and devises), wherever situate and whether acquired before or after the execution of this Will, to my husband, PAUL H. HECK. If my said husband shall not survive me, then I give, devise and bequeath all of said property to my children; SHIRLEY ANN BOYD, R.D. 9, Carlisle, Pennsylvania, KENNETH EUGENE KECK,. 9 Fawn Drive, Carlisle, Pennsylvania, SANDRA JEAN WARNER, Newville, Pennsylvania, BETTY LOUISE MILLER, R.D.#3, Carlisle, Pennsylvania, LARRY GENE KECK, Old Mill Road, Carlisle, Pennsylvania, BYRON PAUL KECK, 21 Fawn Drive, Carlisle, Pennsylvania, AND JODY LYNN REATH, Burnthouse Road, Carlisle, Pennsylvania, in equal shares, per stirpes. ITEH IV In the event that my husband, PAUL H. KECK, and I should die simultaneously or under circumstances as to render it impossible to determine who predeceased the other, or within thirty (30) days of each other as the result of a common accident, I shall be deemed to have survived my husband. I~EM V I hereby nominate, constitute and appoint as Executrix of this my Last Will and Testament, my daughter, SHIRLEY ANN BOYD, and direct that she shall serve without requirement of bond or surety. By way of illustration and not of limitation and in addition to any inherent, implied or statutory powers granted to executors generally, my Executrix is specifically authorized to and empowered with respect to any property, real or personal, at any time held under any provision of this my Will, to allot, allocate between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with respect to, continue any business of mine, convey, convert, deal with, dispose of, enter into, exchange, hold, improve, incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise options with respect to, take possession of, pledge, receive, release, repair, sell, sue for, to make distributions in cash or in kind or partly in each without regard to the income tax basis of such asset, and in general to exercise all of the powers in the management of my Estate which any individual would exercise in the management of similar property owned in her own right, upon such terms and conditions as to my Executrix may seem best, and to execute and deliver any and all instruments and to do all acts which my Executrix may deem proper or necessary to carry out the purposes of this my Will, without being limited in any way by the specific grants of power made, and without the necessity of a Court Order. Should my daughter, SHIRLEY ANN BOYD, be unable or unwilling to serve as Executrix, I hereby nominate and appoint my daughter, BETTY LOUISE MILLER, to serve as alternate Executrix. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this ~~ day of August, 1992~~ ~/~:z~ DOROTHY H. ~CK SIGNED, SEALED, PUBLISHED and DECLARED by the above Testatrix as and for her Last Will, in the presence of us, who thereupon at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. Witness Witness Addre~ s ' ~/ : Address STATE OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND H. K CK, and -'l":'¥"fi~ {~ ~'~'' :~3'~(Q'O the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of each witness' knowledge and belief the Testatrix was at that time eighteen years of age or older, of sound mind and under no undue constraint or influence. Testatrix'-/' Witness Witness Subscribed, sworn to and acknowledged before me by DORO~ H. KECK, the Testatrix and subscribed and sworn to before me by i_~': IL~ )') l..-~[..c,' l ¢.% and c:~ , /~'.'~(~ day of Augu~s~,t, 1992. witnesses, this __.: . Not~r~ Publ£¢ Ii' NOTARIAL SEAL Sfl[LLY SEXTON, NOTARY PUBLIC · CARLISLE BORO. CUMBERLAND COUNTY MY COMMISSION EXPIRES OCT. 31. 1994 Mmb~ Penns~,lv~i~ As~ociatio~ or N~t&rles SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF Dorothy E. Keck FILE NUMBER 21-03-0499 (All prop9W joiml, y-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION NUMBER VALUE AT DATE OF DEATH Members 1st - Certificate of Deposit (#137508-44) Interest checks (July and August) M & T Bank checking account (#33353840) Members 1st - savings account (#1375084)0) Members 1st- savings account (#137508-05) Miscellaneous personal property (sold at public auction) Sprint-refund Property tax rebate (PA. Dept. of Revenue) Proration of 2003 county and school taxes (see HUD 1 attached to Sch. A) $90,107.51 $855.79 $236.15 $66.15 $32.86 $3,138.00 $32.68 $500.00 $531.91 TOTAL (also on line 5, Recapitulation) $95,501.05 ES'~'ATE OF ' SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Dorothy E. Keck ........ ITEM DESCRIPTION NUIVmF. R Funeral Expenses: r ,]6 .oo 2 [~ de~h ~ $1o.oo 3 IWes~mlnist~r Cemetery grave opining/close $945.00 4 Revenmd Rlmdes $100.00 ~ Obittmry notice - sentinel $62.52 Administrative eom: I P~a, sooal l~presmltive Commb~'iOnS ~qhirley l~)yd Social Security Number of Personal Represen~ve: 2 Attorney foes to PaUicia R. Brown ,~lainumt Kem~h,, E.,Kock .... Rehiio~hip: Lddr~ of Claimant at d~codonCs d~h: Strict: 9 Fawn Drive .. City: Carl~l~ 4 Probate F~ t~'~ of Wil~ ..... 2 Brok~s comm~ion (OMAC) (4% of $145,000.00) Nom'y fe~ 1% Tramfer Tax Pedds ~ S~rvice (~*plic ce~ifi~) 3lades W~' Co~dition~g (warner cmification) ~meri~ Radon Solutio~ (r~ion ~eller's l~lp to Buyer Selier*s c3~dit to Buyer for electric State & Zip pA ~7013 $8,282.~52 $1,000.00 S7,500.00 $3,500.00 $269.00 $100.00 $27.OO $~,4~o.oo $4O5.88 $707.50 $700.00 $4,350.00 SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF Doroth~ H. Keck FILE NUMBER 21-03-0499 ITEM DESCRIPTION NUMBER AMOUNT 1 9 Fawn Drive property maintenance (grass cutting) $2,600.00 2 Real estate taxes (2003-04) $880.38 3 Appraisal - 9 Fawn Drive, Carlisle (Diversified Appraisal Services) $250.00 4 Sprint - phone bills $43.99 5 Adams Electric $315.42 6 Carlisle Oncology $171.64 7 Chambersburg ALS (wheelchair van) $131.47 8 Newville Community Ambulance $495.00 9 Contract for personal care services (see attached) $3,502.40 10 Expenses of public auction ( advertising, port a jun, auctioneer fees) $1,270.16 11 Bush hogging (9 Fawn Drive) $75.00 12 Trash removal (9 Fawn Drive) $50.00 13 Eric Diffenbaugh Surveying (preparation of legal descriptions for fight of way for 9 Fawn Drive) Cmnberland County - Clean and Green Rollback taxes Personal tax 2003 Interim County taxes 2003 interim School taxes $140.00 14 $1,763.53 15 $9.80 16 $138.97 17 $674.15 TOTAL (also on line 10, Recapitnl~nn) $12,511.91 Contract between Dorothy Keck and her Children regarding Her Nursing Care On this date, Tuesday, April 8, 2003, I, Dorothy Hazel Keck, 9 Fawn Drive, Carlisle, PA agree to pay Jody Reath, my daughter, 634 Brandy Run Rd., Newville, $50.00/day (Fifty dollars) for my nursing care during my illness starting Monday, April 14, 2003. The funds will be coming fi.om the account of Betty Miller, my daughter, 1300 Waggoners Gap Rd., Carlisle, PA and upon my death, Betty Miller will be reimbursed for her funds dispersed for my care from my settled estate plus 4 (four) percent annual interest compounded monthly on total amount paid by Betty Miller to Jody Reath for providing my care. The interest will accumulate at four percent up until and including the date that funds will be available for dispersement fi.om my estate. On the date of settlement, principal and all accumulated interest will be paid to my daughter, Betty L. Miller. My children listed below by way of their signature agree to this contract: rle.y ?oyd~/Power of Atto~ey fo; Dorothy Keck and ,~_~~ .~../~. ~../~(~ Dorothy's daughter rxenneth Keck, Son ofD~r~thy k2~ck Sandra Warner, Daughter of Dorothy Keck Betty Miller, Daughter of Dorothy Keck rry Ke~, Son of Dorothy Keck J(~ Reat}~, l~aUght~r-ofDorothy Keck Signature of Dorothy Hazel Keck Date SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Dorothy H. Keck 21-03-0499 ITEM ]NAME'AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER OF ESTATE 1 Shirley Ann Boyd, 194 Grahams Woods Road Carlisle, PA 17013 2 Sandra Jean Warner, 1840 Pine Road Newville, PA 17241 3 Betty Louise Miller, 1300 Waggoners Gap Road 7~.q c~ c- ~ w e?.~ / t/ 7 Carlisle, PA 17013 4 Larry Gene Keck, 159 Run Road 50.~4 / J/'7 Carlisle, PA 17013 5 Jody Lynn Reath, 624 Brandy Run Road Newville, PA 17241 ! 6 Kenneth Eugene Keck, 9 Fawn Drive ~-~ / 7 Carlisle, PA 17013 7 Bryon Keck, 504 Mohawk Road ¢' .c.^ .~ o_~ o ~4 / / '7 Newville, PA 17241 ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE NUMBER OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND C, OVE~AL BEQUESTS (also enter on lirm 13, R~-~im!~tion) $0 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRZSBURG, PA Z71ZS-060! COHHONNEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-15q7 EX AFP [01-05} PATRICZA R BRONN ESQ 10 N POHFRET ST CARLISLE PA 17015 DATE Oq-26-ZOOq ESTATE OF KECK DATE OF DEATH 06-11-2005 FILE NUHBER 21 05-0q99 COUNTY CUHBERLAND ACN 101 Amoun~ Remitted DOROTHY H HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF WILLS CUHI~ERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-Z547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF KECK DOROTHY H FILE NO. 21 05-0~99 ACN 101 DATE Oq-Z6-ZOOq TAX RETURN NAS: (X} ACCEPTED AS FZLED ( } CHANGED RESERVATZON CONCERNZNG FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estate (Schedule 2. Stocks and Bonds (Schedule B) 3. Closely Held Stook/Partnership O`. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property ¢Schedule F} {6) 7. Transfers {Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10) 11. Total Deductions 12. Ne~ Value of Tax Re~urn lq5~000.00 O0 O0 O0 95~501.05 O0 O0 (8) Sq,q96.90 NOTE: To insure proper credit to your mccount, subm/t the upper port/on of this fore with your tax payment. Zq0,501.05 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL ZNTEREST. (16) (17) (18) 16. Amount of L/ne 1o, taxable at Lineal~Class A rate 17. Amount of L/ne lo` at S/bl/ng rate 18. Amount of L/ne lo` taxable et Collateral/Class B ra~e 19. Pr/nc/pal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) 09-09-Z003 CD001991 q35.36 x 1~5~ : (19)= -~, AMOUNT PA'rD 9,500. O0 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 8,707.15 9,935.36 1,228.21CR .00 1,228.21CR ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS RE~UZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF THIS FORM FOR INSTRUCTIONS.) 13. Charitable~Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . O0 lo`. Net Value of Estate SubSect to Tax (lo`) 195,q92.2q NOTE: 1~ an assessment was issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that include the total of ALL returns assep~_ ed to date. ASSESSMENT OF TAX= -~ :? O0 15. Amoun~ of L/ne lq a~ Spousal ra~e (15) ~,r . X ~ = . · 195,q92'~2q X 0~= ~8,707.15 12,511.91 (1[) ~7.008.81 (12) 195,q92.Zq RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CR)= OBJECTIONS: ADHZN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decadents dying on ar before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coemoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laeful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (71 P.S., Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of NilIs printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILES, AGENT A refund 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-1513). Applications ara available at the Office of the Register of Wills, any of the 13 Revenue District Offices, ar by calling the special Z4-hour anseering service far farms ordering: 1-800-361-Z050~ services for taxpayers with special hearing and / er speaking needs: 1-800-447-3010 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown an this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered an this assessment should ba addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17118-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decadant's death, a five percent (SI) discount of the tax paid is allowed. The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa 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 data of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate of six (61) percent par annum calculated at a daily rate of .000164. A11 taxes which became delinquent on and after January 1, 1962 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1981 through Z004 are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor ~ ZOZ .000548 ~'8-1991 ill .000301 1983 162 .000438 1992 91 .000247 1984 llZ .000301 1993-1994 7Z .O00lgz 1985 132 .000356 1995-1998 92 .000247 1986 lOX . O00274 1999 71 . OOOlgZ 1987 IOZ .000274 ZOO0 71 .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID Xnterast Daily Year Rate Factor ~ 91 .000247 2002 61 .000164 2003 51 .000137 2004 4Z .000110 X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sho~n on the Notice, additional interest must be calculated. FAMILY SETTLEMENT AND FINAL RELEASE IN '0~ 3~L ESTATE OF DOROTHY H. KE~ (File No. 21-03-0499) '~ ' KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, Dorothy H. Keck, late of 9 Fawn Drive, Carlisle, Cumberland County, Pennsylvania, deceased, died testate on June 1 l, 2003, having first made her Last Will and Testament, which was duly executed on August 10, 1992, and is duly recorded at the Register of Wills in Cumberland County, Pennsylvania. WHEREAS, the said Dorothy H. Keck, by the aforesaid Last Will and Testament, named Shirley Ann Boyd, as Executrix of said Last Will and Testament; WHEREAS, letters testamentary on the estate of the said decedent were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Executrix, hereinafter called personal representatives; WHEREAS, the said personal representative has gathered the assets of the estate of the said decedent and the assets consist of real and personal property; to a total value of $240,501.05, as set forth in Exhibit A, which is a statement of account of the said personal representative, and which is attached hereto and made a part hereof, and marked Exhibit A; WHEREAS, the debts and deductions, including the payment of inheritance tax in the said estate, amount to $55, 715.96, leaving a balance for distribution of $184,785.09, also as set forth in the statement of the said personal representative, which is attached hereto and marked Exhibit A; WHEREAS, the balance for distribution as shown in the said statement marked Exhibit A has been distributed as herein indicated in accordance with the terms of the Last Will and Testament of the said decedent; NOW, THEREFORE, KNOW YE, that we, Shirley Ann Boyd, Sandm Jean Warner, Betty Louise Miller, Larry Gene Keck, Jody Lynn Reath, Kenneth Eugene Keck and Bryon Paul Keck, the heirs under the Last Will and Testament of the said decedent, and being those persons entitled to inherit under said Last Will Page 1 of 7 and Testament, do hereby each of us, acknowledge that we have this day had and received from the aforesaid personal representative, in full satisfaction and payment of ail sum or sums of money, legacies, bequests, and devises as are given, devised and bequeathed to each of us respectively by the said Last Will and Testament, the amounts due us under said Last Will and Testanaent, which amounts we have received this day, and which amounts are in the amount set opposite our respective names in the table and schedule of distribution in said statement attached hereto and marked Exhibit A: THEREFORE, each of us does hereby stipulate that in order to avoid the expense and time involved in the filing ora formal account and schedule of distribution, we each agree that no account is necessary and we do hereby agree that we do consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphans' Court Division of the Court of Common Pleas, Cumberland County. THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever discharge the said personal representative, Shirley Ann Boyd, her heirs, executors, and administrators and assigns, of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the estate of the said decedent, and each, and each of us do further hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this agreement, we and each of us do hereby covenant and agree with each other and the aforesaid personal representatives, that we will contribute pro rote, our share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representatives after the signing, sealing and delivery of this family settlement agreement and final release. IN WITNESS WHEREOF, we have hereunto set our hands and seals this~O /&J~ , 2004. Witness: , __ day of ~'b ?, d~4.4~' , (SEAL) Shirley Ann ~oyd Sandra Jean War~e~- Page 2 of 7 · B~-tty Lo4p Miller L~arr ~ Gen~rJ~ck J~d: L~ R~a~ Ke~e~ Eugene Keck/ B~n Pa~ K~k .... COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. Onthis, thec,~3 dayof .~,,...c~ ;/'.~ ,2004, before me, a notary public, the undersigned officer, personally appeared Shirley ,~}~n Bo~d (known to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public I NOTARIAL SEAL I ANN B. ~ENSEN CH, NOTARY PUBLIC | CARLISLE BORO., CUMBERLAND COUNTY ~Pd~E'S ~,qV 13. Page 3 of 7 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. On this, the ~t~6 dayof ~/40,Z ~] ~' ,2004, before me, a notary pubhc, the undersigned officer, personally appeared Sandra Jff~fn W~ner (known to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. 1N WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. th~s, the~O-t~'~ day of ~Q '~ ,2004, before me, a notary public, the undersigned On officer, personally appeared Betty L~{,/ise l~iller (known to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. 1N WITNESS WHEREOF, I hereunto set my hand and official seal. Page 4 of 7 COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : name ~s subscribed to the within insmanent, and acknowledged that he executed the same for the purposes therein contained. 1N WITNESS WHEREOF, I hereunto set my hand and official geal. Notary Pubfic NO?AR AL SEAL COMMONWEALTH OF PENNSYLVANIA : ANN B, SENSEN CH, NOTARY PUBLIC : SS. I CARLISLE BORO., CUMBERLAND COUNTY ~N EXPIRES MAY COUNTY OF CUMBERLAND : On this, thef. t-~ day of ~,.~£~- ,2004, before me, a notary public, the undersigned officer, personally appeared Judy Ly~ Rei~fl~ (known to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. 1N WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Pubic Page 5 of 7 COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : On this, th~& dayof .~zff- *z~ p'~ ,2004, before me, a notary public, tbe undersigned officer, personally appeared Kenneth,:F,,fige~ Keck (known to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. 1N WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public~ COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : On this, the c~ day of ,2004, before me, a notary public, the undersigned officer, personally appeared Bryon Paulq(eclg(known to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~-L ~ r¢//~¢£c=,~> Public Page 6 of 7 Assets: EXHIBIT "A " STATEMENT OF ACCOUNT OF SHIRLEY ANN BOYD, Executrix (A) Real Property at 9 Fawn Drive, Carlisle, PA 17013 (B) Miscellaneous Personal Property (C) M & T Bank Checking Account (D) Members 1 st (CD-savings account) (E) Refunds, rebates, interest checks $145,000.00 $3,138.00 $ 236.15 $90,2O6.52 $1,920.38 Debts: 1) Funeral Expenses & Administration Expenses 2) Miscellaneous Expenses 3) PA Inheritance Taxes TOTAL $240,501.05 $ 34,496.90 $12,511.91 $ 8,707.15 Balance for Distribution to Heirs: TOTAL $55,715.96 $184,785.09 NAME Shirley Ann Boyd Sandra Jean Warner Betty Louise Miller Larry Gene Keck Jody Lynn Reath Kenneth Eugene Keck Bryon Paul Keck DISTRIBUTION $30,464.18 ($4,066.31) $30,464.18 ($4,066.31) $30,464.18 ($4,066.31) $30,464.18 ($4,066.31) $30,464.18 ($4,066.31) $ 2,000.00 $30,464.18 ($4,066.31) Page 7 of 7 Register of Wills of Cumberland County, Pennsylvania Renunciation Of Beneficial Share In Re Estate of Dorothy H. Keck, deceased. The undersigned Kenneth Eugene Keck, Beneficiary of the above decedent, hereby renounces the right to his share of the estate over the amount of $2,000.00. He respectfully asks that the balance of his share be distributed to the remaining heirs under Item III of the decedent's will. Witness this ,)? ~day of'-.J ~2004. (Signature) - / ' Kenneth Eugene Keck Commonwealth of Pennsylvania) County of Cumberland ) On this the day of~, 2004, before me a Notary Public in and for the Commonwealth and County"~aforesaid, the undersigned officer, personally appeared Kenneth Eugene Keck, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purpose therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public NOTARIAl. SEAL ANN & SENSEN CH, NOTARY ~BUC CARLISLE 80RO., CUMBER[AND COUNT~ MY COMMISSION EXPIRES MAY 13, 2001 BUREAU OF ZNDZVZDUAL TAXES ZNHERITANCE TAX DZVISZON DEPT. P80601 HARR/SBURE, PA 171Z8-0601 COHNONNEALTH OF PENNSYLVAN'rA DEPARTNENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT REV-I&O? EX AFP C01-D3) PATRICIA R BRONN ESQ 10 N POHFRET ST CARLISLE PA 17015 DATE 05-24-2004 ESTATE OF KECK DATE OF DEATH 06-11-2005 FZLE NUNBER 21 03-0499 COUNTY CUHBERLAND ACN 101 Amoun'l: Remi ~'l:ed DOROTHY HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit: ~o your account:, submi~ ~he upper por~:ion of ~:his fore wi~ch your ~ax payment:. CUT ALONG TH'rS LTNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS REV-1607 EX AFP (01-03) #~ ZNHER'rTANCE TAX STATEHENT OF ACCOUNT ESTATE OF KECK DOROTHY H FTLE NO. 21 03-0499 ACN 101 DATE TH/S STATEHENT TS PROV'rDED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACH TN THE NAHED ESTATE. SHONN BELO# TS A SUHHARY OF THE PR'tHC/PAL TAX DUE, APPL'rCATZON OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APPL/CABLE, A PROJECTED /NTEREST F/GURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 04-19-Z004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 8,707.15 PAYHENT DATE 09-09-2003 05-04-2004 RECEIPT NUHBER CD002991 REFUND DISCOUNT (+) INTEREST/PEN PAID (-) 435.36 .00 ZF PAZD AFTER THZS DATE, SEE REVERSE S/DE FOR CALCULATZON OF ADD/T/ONAL ZNTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT' (CR), AHOUNT PAID 9,500.00 1,228.21- TOTAL TAX CREDZT 8,707.15 BALANCE OF TAX DUE .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THzS FORN FOR ZNSTRUCTZONS. PAYMENT: Detach the top portion of this Notice and submit aith your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF HILLS, AGENT. -- If NON-RES[DENT DECEDENT make check or money order payable to: COMMON#EALTH OF PENNSYLVANIA. REFUND (CA): A refund of a tax credit, which was not requested an the Tax Return, may be requested by completing an 'Application for Refund of Pennsylvania inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of Nills, any of the Z3 Revenue District Offices or from the Department's Iq-hour ansmaring service for forms ordering: [-800-36Z-ZOSO; services for taxpayers aith special hearing and / or speaking needs: 1-800-qqT-3OZO [TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department af Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Raviea Unitj Dept. ZS0601~ Harrisburg, PA 171Z&-0601, phone (717) 787-6S05. DZSCOUNT: If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (BI) discount of the tax paid is aZlowad. PENALTY: The 15g tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. iNTEREST: Interest is charged beginning mith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (6X) percent per annum calculated at a daily rata of .00016~. All taxes which became delinquent on and after January l, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates far 1982 through ZO0~ ara: Interest Daily Interest Daily Interest Daily Year Rata Factor Year Rate Factor Year Rate Factor 19SI lOX .O005qB 19BB-199X llZ .OOO~Ol ZOOX 9Z .O00Zq7 1983 162 .OOOq38 1992 92 .0002~7 ZOOZ 6X .00016~ 198q XZX .000301 1993-199q 7Z .000192 2003 52 .000137 xgB5 13Z .000356 1995-1998 92 .O00Z~7 ZOO~ qZ .O001lO 1986 102 .O0027~ 1999 72 .O0019Z 1987 9X .OOOZ~? ZOO0 8Z .O00Z19 --Interest is calculated as falloas: I'NTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELTNQUENT X DAILY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/03/2005 BROWN PATRICIA R 10 WEST POMFRET STREET CARLISLE, PA 17013 RE: Estate of KECK DOROTHY H File Number: 2003-00499 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/11/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~=~~ REGISTER OF WILLS cc: File Personal Representative(s) Judge vR Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Keck, Dorothy H. Date ofDeatb: 6-11-2003 Estate No.: 21-03-0499 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration oftbe above-captioned estate: 1. State whether administration of the estate is complete: Yes B No 0 2~ 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 representative file a final account with the Com1:? Yes.!Xl No 0 Filed Family Settlement Agreement b. The separate Orphans' Com1: No. (if any) for the personal representative's account is: N / A c. Did the personal representative state an account informally to the parties in interest? Yes.l1Qc No 0 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 Date: S- / II / 0 s,;- I ( ;~.~ Signature Yf~~. Patricia R. Brown, Esq. Name 10 West Pomfret Street, Carlisle, PA 17013 Address (717) 249-3024 Telephone No. vi Capacity: 0 Personal Representative Q Counsel for personal representative