HomeMy WebLinkAbout08-25-101505610143
REV-1500 EX (01-10)
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania County Code Year File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
PO 60X.280601 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 ~ ~'~
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
549 89 4970 02 14 2010
Decedent's Last Name
PEARSALL
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Date of Birth
12 27 1985
Suffix Decedent's First Name MI
KEVIN ~7'
Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE PILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate 4a. Future Interest Compromise
(date of death after 12-12-82)
~
5. Federal Estate Tax Return Required
6 Decedent Died Testate
(Attach Copy of Will) ^ 7 Decedent Maintained a Living Trust
(Attach Copy of Trust) ~ 8. Total Number of Safe De osit Boxes
p
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
~ 11. Election to tax under Sec. 9113 A
( ~
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number -
JAMES D BOGAR 717 737 8761 a,,,~
First line of address
ONE WEST MAIN STREET
Second line of address
City or Post Office State ZIP Code
SHIREMANSTOWN pA
Correspondent's a-mail address: Jbogar@bogariaw.com
- _. -, -'
REGISTER Q~F-~LS USE~IVLY `
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DATE FILED r`='
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Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is t e, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNA E OF P N RESI~O~LE FOR FILING RETURN DAT~
~ Gregory H. Pearsall ~~ ~~ 1~
ADDRESS 4
1214 'n s Circle Mechanicsbur PA 17050
SIGN RE F PREpA R OTHER THAN REPRESENTATIVE DATE
/////J James D. Bogar ~~~~~0
ADDRES
One West Main Street, Shiremanstown, PA
Side 1
155610143
1505610143 J
J 1505610243
REV-1500 EX
Decedents Name: Pearsall, Kevin J.
Decedent's Social Security Number
54 9 8 9 4 97 0
RE CAPITULATION
1. Real Estate (Schedule A) ....................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................. 2.
711.58
3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C)......... 3.
4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4.
5- Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 3 , 2 68.73
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 4 7 6 . 5 9
7. Inter-Vivos Transfers & Miscellaneous ~.oq-Probate Property
(Schedule G) u Se
arate Billin
R
d
t
p
g
eques
............
e 7,
8. Total Gross Assets (total Lines 1-7) ..................................................................... g. 4 , 4 5 6. 9 0
9. Funerai Expenses & Administrative Costs (Schedule H) ....................................... 9.
8,214.82
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10.
2,299.91
11. Total Deductions (total Lines 9 ~ 10) ................................................................... 11 1 O , 514.7 3
12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. - 6 , 0 5 7 . $ 3
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............................................... 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. - 6 , 0 5 7 . $ 3
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .00 15.
16. Amount of Line 14 taxable
at lineal rate X .045 0 . 0 0 16.
17. Amount of Line 14 taxable
at sibling rate X .12 0 . 0 0 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0 18.
19. Tax Due ..........................................................................
.......................................
19.
.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1,505610243 ],505610243
0.00
0.00
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0.00
J
REV-1500 EX Page 3 File Number 21
Decedent's Complete Address:
DECEDENT'S NAME
Pearsall, Kevin J.
STREET ADDRESS
1214 Kings Circle
CITY STATE ZIP
Mechanicsburg PA 17050
Tax Payments and Credits;
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(1)
Totai Credits (A + B) (2)
(3)
(4)
(5)
0.00
0.00
0.~~
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 transferred :............................................................................... ~~
b. retain the right to designate who shall use the property transferred or its income :..................................
c. retain a reversionary interest; or ............................................................................................................... C~
d. receive the promise for life of either payments, benefits or care? ............................................................. ~I x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ....................................................................................................................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.......
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .......................................... ~!
........................................................................ x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent j72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)].
. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, 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 transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1503 EX+ (6-98)
~, SCHEDULE B
,. ~ STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Pearsall, Kevin J. _ _ 21
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
1 Series EE U.S. Savings Bonds -Consisting of nine (9) $50.00 711.58
Bonds and one (1) $100.00 Bond. Total value per attached
Savings Bond Calculator.
TOTAL (Also enter on Line 2, Recapitulation) 711.58
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
Calculated Value of Your Paper Savings Bond(s)
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 02/2010
Page 1 of 1
Total Prime Tota! dlalue Total Interest l'TC~ Interest
$275.00 $711.58 $436.58 $5.42
Bonds: 1-10 of 10
Serial Series
L281616097EE EE
L524229612EE EE
L586595075EE EE
L605755508EE EE
L477858345EE EE
L507171815EE EE
L516547402EE EE
L495082499EE EE
L274973433EE EE
C122088110EE EE
C~enor~t Issue Next final
Date A~€rual Maturity
$50 06/1986. 0,6/2010 06/2016
$50.04/1994 04/2010 04/2024
$50 03/2000 03/2010 03/2030
$50 06/2004..03/2010. 06/2034
$50 12/ 1990.06/2010 12/2020
$50 12/1992 06/2010 12/2022
$50 12/_1993._ 05/2010 12/2,023
$ 50 12/ 1991. 06/2010 12/2021
$50 08/1986 08/2010 08/2016
$100 08/1986 08/2010 08/2016
Totals for 10 Bonds
Issue
Interest Interest
1~'alue €~te
P~-i~e late
$25.00 $.64.1.4. 4.00% $89.14
$25.00 $22.48 1.32% $47.48
$25.00 $11.10 1.64% $36.10
$25.00 $5.16 2..19% $30.16..
$25.00 $42.06 4.00% $67.06
$25.00, . $ 36.96. 4.00% $6,1.96....
$25.00 . $22.80 . 4.00% $47.80....
$2..5.00, $39.46 4.00% $64.46_.
$25.00 $64.14 4.00% $89.14
$50.00.. . $128.28 4.00% $178.28,,.
275.00 $436.58 $711.58
N®tes
NI Not Issued
NE Not eligible for payment
P5 Includes 3 month interest penalty
MA Matured and not earnin interest
http://www.treasurydirect.gov/BC/SBCPrice 8/13/2010
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7:~ KEVIN J PEARS~ILL -
F~RB PITT
~06-30-04~~,
1214 KING CIRCLE ;~ ISSUI" f AG`NT'S '
MECHANICSBURG PA 17050-7673
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f;, KEVIN PEARSALL -- -
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1.214 KINGS C I R! ISgU+Nq AGENT'S I,
`MECHANCSBRG PA 170.55-7673 ~ ~ ~`
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' Rev-1508 EX+ (1i-98)
,,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Pearsall, Kevin J. 2~
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Pioneer Investments Account -Value per statement 862.91
2 PSECU Checking Account -Value from statement 9.90
3 PSECU Regular Share Account -Value from statement 5.00
4 Apartment Refunds -Deposited into Members 1st Savings Account February 24, 2010 1,352.00
($1,102.00 and $250.00)
5 IU Medical Group-Primary Care -Refund of overpayment 84.00
6 National Geographic Society -Refund 7.92
7 U.S. Treasury - 2009 Personal Income Tax Refund 947.00
TOTAL (Also enter on Line 5, Recapitulation) I 3,268.73
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
r 1 Lr >_v ..~ .C..~ Co~nbinecl
Investments Account Stc~tejnent
March 31, 2010
~~~ Call Us 1-800-225-6292 Page 1 of 2.
Retirement Accounts Call 1 -800-622-0176
Visit us on-line www.pioneerinvestments.com
Your Representative
PIOST444.J10772.000I45A0I fPHQ 6514DM.t-5102 3BJJ9 a5~aa ~ z 12_--_-- SMITH 08044000LABDCAR-02815
GREGORY H PEARSALL OUST FOR FIRST CDMMAND FINANCIAL PLANNING
KEVIN J PEARSALL UGMA/MD 1 FIRSTCOMM PLAZA
1214 KINGS CIR FORT WORTH TX 76109-4999
MECHANICSBURG PA 17050-7673
Total Value of Yotjir Accounts
_ March 31, 20.10 $86.91
B',e sure to visit the Pioneer website at us.pioneerinvestments.com.Ooce there, you'll find in-depth analyses of the markets and economic
conditions by some of Pioneer's top investment experts, as well as helpful information about Pioneer's products and services. If you
become a reyist~reci visitor, you alsc ~ti~il! b+? able to vie~~~ lrour account infermation and conduct transactions online.
Before investing, consider the fund's investment objectives, risks, charges and expenses. Call your advisor or Pioneer Investments for a
prospectus containing this information. Please read it carefully.
Securities offered through Pioneer Funds Distributor, Inc., 60 State Street, Boston, MA. 02109.
Underwriter of Pioneer Mutual Funds, Member SIPC Copyright, 2010 Pioneer Investments.
.R`e~urar 1~ccou~2t Sun~~~2~ry 1~eet. moo. ~t~Qt4~2~6~6~ January t,~10~.Ikllarch31,2~10
Asset Category Account Fund Additions Withdrawals Change in Value
Fund Name No- Nn_ Beninnine values VPar_tn.flata _ Yaar_tn.llnte ~ Vesr_tn_rlsfe _ T.....~ ~,..~....
. rowt
---
PIONEER MID CAP GROWTH FUND A 00081226160-0008
PIONEER SELECT MID CAP GROWTH FUND A 00081226160-7004 $813.35
$0.00 $0.00 $795.89
X795.89 $0.00 -$17.46
$67.02 $0.00
5862.91
Year-fo-Date-Totals 581.3.35 5795.89 < 5795:89 S99.56 2:91
® 100% U.S. Growth
PIONEER MID CAP GROWTH FUND A
( PIONEER SELECT MID CAP GROWTH FUND A
i
Regular ~ccou7Zt C~~er~~ e~2v a~2d ~~ctZ ~Z ty January T, X10 • March 31, z0f0
'IONEER MID CAP GROWTH FUND A -Overview
Account Information
Account o. 00081226160
Fund No. 0008
Account Open Date 02J26/1992
Owner
GREGORY H PEARSALL CUST FUR
KEVIN J PEARSALL UGMA/MD
1214 KINGS CIR
MECHANICSBURG PA 17050-7673
Earnings Summary Paid Year-To-Date
Dividends $0.00
ShortTerm Capital Gains $0,00
Long Term Capital Gains $0,00
Distribution Options
Dividends/ShortTerm Capital Gains
Long-term Capital Gains
REINVEST/REINVEST
REINVEST
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P.G. Pox 6701 ? ~ 717; ~~ 4-O~~P4 ;Harrisburg)
Harrisburg, ~'A 17!06-7013 x;800) 2~7-r~2~ ('Nationwide)
.a
GREEN IS A BEAUTIFUL THING(SM)
APPLY TODAY FOR A HOME EQUITY
LIME OF CREDIT
800.LOAN.555 PSECU.COMlLIFE.
EQUAL HOUSING LENDER.
00015725 1 AV 0.335
'(III" 111" Iilll'IIII'111'111'1'I11'111'III'tlll'II'IIIIIIII'
MR KEViN JAMES PEARSALL
C/0 GREG PEARSALL
1214 KINGS CIR
MECHANICSBURG PA 17050-7673
JOINT OWNER
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04/01 ID O1 REGULAR SHARE BEGINNING BALANCE 5.00
04/12 PAYMENT: TRANSFER FROM SHARE 04 9.90 14.90
04/12 WITHDRAWAL BY CHECK 14.90- 0.00
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04/01 ID 04 CHECKING BEGINNING BALANCE 9.90
04/12 WITHDRAWAL TRANSFER TO SHARE O1 9.90- 0.00
04/12 ID 04 CHECKING CLOSED
..
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0101 000 060 4 015725 4015725
Rev-1509 EX+ (6-98)
e
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Pearsall, Kevin J. 21
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Gregory H. Pearsall
1214 Kings Circle Father
Mechanicsburg, PA 17050
B. Barbara H. Pearsall 1214 Kings Circle Mother
Mechanicsburg, PA 17050
C.
JOINTLY OWNED PROPERTY:
ITEM
NUMBER
LETTER
FTOENANIT
DATE
JOOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSE % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1 B Members 1st Federal Credit Union -Savings 5.28 50.000% 2.64
Account -Value from Statement
2 A Navy Federal Credit Union -date of death 947.90 50.000% 473.95
value - $947.90
TOTAL (Also enter on Line 6, Recapitulation) I 476.59
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98)
Send Inquires to:
G
;;~ 1 '~"~~ 5000 Louise Drive
' `,~,'; v''~~C~ ~~~~ PO Box 40
• „~, W';,~`~~'~ ~~`~' . Mechanicsburg, PA 17055
.' ~r '~y u
`~, ~ '?~~-~~, www.memberslst.org
~,.w Main Switchboard: (800) 283-2328
{~ _F '~~ EZ Call: (717) 697-4372 or (800) 283-4372
`~~~~~ h~ ~~ TDD: (717) 697-5312 or (800) 283-2328 ext. 5312
,,~,:~-
~:_ ® TeleBranch: (800) 237-7288
MEMBERS 1St
FEDERAL CREDIT UNION
12659 1 AV 0.335 12659-12659
= I.,.III~~~III~~~~I~I~II~~~I~~~I~II~~I~~~I~~II~~~~II~I~~II~I~~I
-- KEVIN J PEARSALL
- C/O BARBARA PEARSALL
1214 KINGS CIRCLE
MECHANICSBURG PA 17050-7673
Statement cf ~a,ceounts
Dec 25 , 2009 thru Mar 24 , 2010
Account Number : 208622
Balances at a Glance:
Checking : 0.00
Savings: 1,357.34
Certificates : 0.00
Loans : 0.00
Money Management : 0.00
Swipe 5 YTD Reward : 0.00
Page : 1 of 1
Your aggregate balance as of March 1st is $5.28.
An aggregate balance of $2,500 and having 3 products
will place you in the Silver MLR level.
We have once again partnered with Carlisle Events to provide you with a
2010 VIP Pass! Your free pass is enclosed.
SAVINGS ACCOUNTS
0000 -REGULAR SAVINGS
Date Transaction Description Additions Subtractions Balance
Dec 25 Ba/ance Forward 5.2g
Joint Owner: BARBARA H PEARSALL
Feb 24 Deposit by Check 1 ,102.00 ~~~: ~
~ 1,107.28
Feb 24 Deposit by Check ~
250.00 ~ ~ rt~,~~ ~ 1,357.28
Feb 28 Deposit Dividend 0.300% 0.06 1,357.34
Annua/ Percentage Yie/d Earned 0.320"/o from 02/01/2010 through 02/28/2010
Mar 24 Ending Ba/ance 1,357.34
YTD SUMMARIES
TOTAL DIVIDENDS PAID
0000 REGULAR SAVINGS 0.06
Add Your Photo For Security
Your personal safety and financial security are top priorities at Members 1st. As a result of
increased scams and fraudulent activity throughout the entire country, we are strongly
encouraging members to have their photos added to their account records. When visiting our
branch offices, you may be asked by one of our Associates to allow us to take your photo. This
member identification program will assist in our fraud deterrence initiatives and will take our
identity theft prevention program to the next level. We are experiencing an increasing number of
attempted fraudulent activities and as a result, we need to be able to verify your identity
immediately upon retrieving your account information.
In addition to having your photo in our files, you may be required to show additional forms of
identification based on the type of transaction you are seeking. This is for your protection and
security and we appreciate your ongoing cooperation and understanding.
NAVY
FEDERAL
-~
Credit Union
4 May 2010
CDR Gregory H. Pearsall, USN (Ret.)
1214 Kings Cir
Mechanicsburg, PA 17050-7673
Dear Commander Pearsall:
In reply refer to:
1035342
On behalf of Navy Federal's staff and membership, I wish to extend our heartfelt sympathy to
you and your family on the loss of your son.
We have completed settlement of his account and I hope that the following information is of
assistance to you. On 14 February 2010, your son's savings account reflected a balance of
$947.90. Dividends credited to the account since that date increased the balance to $948.70 as of
19 Apri12010. As joint owner of the account, you are entitled to the savings balance. At your
request, the funds have been transferred to your savings account. The account held in your son's
name is now closed and the final statement will be forwarded at a later date.
Should you have any questions, please call me toll-free at 1-800-883-3323, extension 47640,
between 8:00 a.m. and 4:30 p.m., Eastern time, Monday through Friday. You may also reach me
by fax at 1-703-255-7963.
Sincerely,
~' Marlene Cha 1~'
PP
JP:pj ;~`.
PO Box 3000 Merrifield VA ?2119-3000
REV-1151 EX+ (10-06) '~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Pearsall, Kevin J. _21
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A, FUNERAL EXPENSES:
See continuation schedule(s) attached
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zia
Year(sl Commission said
2. Attorney's Fees Bogar & Hipp Law Offices
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. I Probate Fees
5,878.90
1,890.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 445.92
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 8,214.82
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Pearsall, Kevin J. 21
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Ex e{~nses
1 Afdersgate United Methodist Church -Funeral luncheon and hall rental 1,000.00
2 Myers Funeral Home -Funeral bill 4,165.00
3 Travel to Maine to Scatter Ashes 713.90
H-A 5,878.90
Other Administrative Costs
4 Andrews ~ Patel -Medical bill 150.00
5 Holy Spirit Hospital 250.00
6 Hoty Spirit Laboratory 30.00
7 Pulminary and Critical Care Associates -Medical bill 15.92
H-B7 445.92
Copyright (c) 2002 form software only The Lackner Group, fnc. Form PA-9500 Schedule H (Rev. 6-98)
' Rev-1512 EX+ (12-08)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Pearsall, Kevin J. 2~
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
(If more space is needed, additional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08)
P.O. BOX 918
~,,,,~~ BROOKFIELD, WI
-- For address change check this box ^
and complete form on reverse side.
KEVIN PEARSALL
1214 KINGS CIRCLE
MECHANICSBURG, PA 17050
~'y(Jµaw~[ 1Cenl^
133
Account Statement
Date: 02/22/2010
Your Account #: 36 00014 47769
New Balance: $2,260.14
Payment Due: $50.00
Payment Due Date: 03/18/2010
Amount Enclosed: $
Make check payable to:
MEMBERS 1ST CREDIT UNION
UNIVERSITY ACCOUNTING SERVICE
PO BOX 6491
CAROL STREAM, IL 60197-6491
3100030902710D0924000000000000000050000D000050003
T T PLEASE DETACH HERE. T T
Account Number Bill Type Statement Date Original Draw Amount Payment Due Date
36 00014 47769 INSTALL 02/22/2010 $5,000.00 03/18/2010
Previous Balance Payments 8~ Credits Finance Charges Fees New Balance Payment Due
$2,299.91 $50.00 $10.33 $0.00 $2,260.14 $50.00
CURRENT ACTIVITY Transaction Date Transaction Amount
02/02/2010 Ground Mail Payment $50.00
Thank you for your recent payment. Full payment of $50.00 is due on March 18, 2010.
tf payment is received after March 31, 2010 a late fee of $2.50 will be assessed.
In accorance with the Taxpayer Relief Act of 1997, UAS will provide qualified borrowers with 1098E Statements of Interest Paid on student accounts during the
calendar year 2009. The 1098E form will be available at loanservice.uasecho.com beginning 1/2/2010. Documents not retrieved from the site will be mailed no later
than 1/31/2010. Calendar-year interest paid will be reported to the IRS as required. For billing inquiries, please contact Customer Service at 1-800-723-2210.
Direct forms/correspondence to University Accounting Service, LLC, PO Box 918, Brookfield, WI 53008-0918. For billing inquiries please contact us at
1-800-723-2210.DIRECT ALL PAYMENTS TO UAS AND NOT CREDIT UNION.
FINANCE CHARGE
SUMMARY
Average Average Daily Average Annual Days In Finance
Principal Balance * Percentage Rate Percentage Rate Billing Period Charges
Current Billing Period $2,243.91 0.016438% 6.000000% 28 $10.33
Previous Billing Period $2,262.84 0.016438% 6.000000% 31 $11.53
Balance may include interest bearing fees. RATE MAY VARY Page 1 of 1
Document ID: 31 00030 90271
.._.._.__.. ,.. _-, R
SCHEDULE J
COMMNHERITANCE TAX RETURNANIA BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Pearsall, Kevin J. 21
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT
Do Not List Trustee s (Words) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
• distributions, and transfers
under Sec. 9116 a 1.2
Barbara H. Pearsall Mother One-half of rest,
1214 Kings Circle residue and
Mechanicsburg, PA 17050 remainder
Gregory H. Pearsall Father One-half of rest,
1214 Kings Circle residue and
Mechanicsburg, PA 17050 remainder
Total
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 15 00 cover sheet, as a r o riate.
NON-TAXABLE DISTRIBUTIONS:
II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE I I
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)
LAST WILL AND TESTAMENT
OF
KEVIN J. PEARSALL
I, Kevin J. Pearsall, having my legal residence at, 1214 Kings Circle,
Mechanicsburg, Cumberland County, Commonwealth of Pennsylvania, do hereby
declare this to be my Last Will and Testament, revoking all other Wills and Codicils
heretofore made by me.
~~
I am presently single, but live with my parents, Gregory ,~. and Barbara H.
:~
Pearsall. I have no children. ,-''~ ~"
ARTICLE I= PAYMENT OF EXPENSES .AND OTHER CHARGES
I direct my Executor to pay the expenses of my last illness, funeral and burial
(including the cost of a monument or marker over my grave) from my estate as soon
as practicable after my death.
ARTICLE II= PAYMENT OF TAXES
All federal, state and other death taxes payable on the property forming my
gross estate for those purposes, whether or not it passes under this Will, or whether
it passes by reason of joint ownership thereof, such as certificates of deposit, savings
bonds, etc., shall be paid out of the principal of my probate estate just a.s if they
were my debts, and none of those taxes shall be charged against any beneficiary.
ARTICLE III= TANGIBLE PERSONAL PROPERTY
I give all personal property owned by me at my death, and all insurance
policies on such property, to my parents Gregory H. and Barbara H. Pearsall. If
both my parents Gregory H. and Barbara H. Pearsall fail to survive me by thirty
(30) days, then I distribute my personal property to my brothers Andrew and
Dethlefs-Pykosh Law Group, LLC
'? l 32 Market Street . Camp Hi11, PA . 1701 1
1 7~ ~ l j-~~-~-6
Christopher equally.
Any disputes concerning the allocation of my tangible personal property shall
be resolved by my Executor, in my Executor's sole discretion.
ARTICLE IV~ DISTRIBUTION OF NIA ESTATE
I give the rest, residue, and remainder of my estate to my beloved Parents
Gregory H. and Barbara H. Pearsall provided that that they survive me by thirty
(30) days.
In the event that they both do not survive me by thirty (30) days, I give the
rest, residue and remainder of my estate to my brothers, Andrew and Christopher
equally.
ARTICLE V= FIDUCIARY POV~ERS
I hereby grant to my Executor the continuing, absolute and discretionary
power to deal with any property, real or personal, held in my estate, as freely as I
might in the handling of my own affairs. My Executor shall have full authority and
power to handle administration, division, management and distribution of my
estate in any manner which he or she deems appropriate, necessary, or in the best
interests of my estate.
Such power shall be exercised independently and without the prior approval
of any court or j udicial authority.
Without in any way limiting. the generality of the foregoing, I hereby grant
unto my Executor the following specific powers and authority, in addition to, and
not in substitution of, powers conferred by law
(a) To retain any or all of the assets of my estate without regard to any
principal of diversification, risk or productivity.
(b) To invest in all forms of property without restriction to investments
authorized for any type of fiduciary.
(c) To compromise any claim or controversy.
(d) To loan money to or to purchase property from my probate estate.
Page 2 of 6
(e) To borrow money from any person, including any Executor, and to
mortgage or pledge any real or personal property.
(f) To sell at public or private sale, to exchange or to lease for any
period of time, any real or personal property, and to give options for
sales, exchange or leases, all for such prices and upon such terms and
conditions as they deem proper.
(g) To allocate receipts and expenses to principal or income or partly to
each as they deem proper.
(h) To repair, alter or improve any real or personal property.
(i) To purchase investments at premiums and to charge premiums to
income or principal or partly to each.
(j) To subscribe for or to exercise options for stocks, bonds or other
investments; to join in any plan or lease, mortgage, merger,
consolidation, reorganization, foreclosure or voting trust and to deposit
securities thereunder; and to generally exercise all the rights of
security holders or employees of any corporation.
(k) To register securities in the name of a nominee or in such manner that
title shall pass by delivery .
(1) To exercise all power, authority and discretion by this instrument
after termination of any trust created herein until the same is fully
distributed.
(m) To commingle the assets of any trust estate created by the Will in
any one or more common funds for greater convenience and flexibility.
(n) To employ attorneys, accountants, engineers and other such persons,
professional and otherwise, as may be necessary for the proper
administration of this estate and to pay their compensation from such
funds.
(o) To pay off the balance of any mortgage.
(p) To appoint a professional or corporate co-Executor or professional co-
Trustee to provide counsel and assist in fulfilling administrative tasks,
Page 3 of 6
and to pay reasonable compensation for their services, and to charge
same to (or apportion the same between) income and principal as he
may deem proper.
(q) Whenever Trustee determines that the size of any trust does not
warrant the cost of continuing it, or that its administration would be
impractical for any other reason, to pay the principal without any
further responsibility to the income beneficiaries in proportion to their
respective interests in the income.
ARTICLE VI~ EXECUTRIX
I hereby appoint my father Gregory H. Pearsall to be the Executor of my Will.
Upon his death, resignation or inability to act or continue to act for any reason, I
appoint my mother, Barbara H. Pearsall, to be the Executrix (first alternate) of my
Will.
ARTICLE XI~ MISCELLANEOUS PROVISIONS
A. Fiduciary Provisions
No Executrix named in this will shall be required to give bond or other
security in any jurisdiction in which he or his successor shall act in connection with
my estate. Nor shall any guardian or property or persons be required to give bond
for the faithful performance of their duties in any jurisdiction.
B. Specific Items of Property
Gifts of specific items of property mentioned in this will or any separate
writing that is binding upon my Executor shall fail to the extent that I, or any duly
authorized agent of mine, dispose of such property prior to my death. My Executor
shall not substitute cash or any other assets for any such property.
C. Matters of Interpretation
For simplicity, I may have expressed pronouns and other terms in one
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number and gender, but where appropriate to the context, these terms shall be
deemed to include the other number or gender.
D. Paragraph Construction
Paragraph headings in this Will are for reference only and shall not affect the
meaning, construction or effect of this Will.
__.-
1~~
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ ~s day
of February, 2010.
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~~ ~ / ~
~'~ ( (SEAL)
r,
Kevin J. Pearsall
SIGNED, sealed, published and declared by Kevin J Pearsall ,the above
Testator, as and for his Last Will and Testament, in the presence of us, who, at
his request, in his presence and in the presence of each other, have hereunto
subscribed our names as witnesses.
Residence=
Witness
Residence
Witness
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COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
We, the undersigned, whose names are signed to the attached or foregoing
instrument, being first duly sworn and qualified according to law, do hereby declare
to undersigned authority that we were present and saw the Testator sign and
execute the instrument as his will, and that he had signed willingly (or willingly
directed another to sign for him), and that he executed it as his free and voluntary
act for the purposes therein expressed, and that each of the witnesses, in the
presence and hearing of the Testator, signed the will as witness and that to the best
of their knowledge the Testator was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence and I, the said Testator, do
hereby acknowledge that I signed and executed the instrument as my last will, that
I signed it willingly, and that I signed it as my free and voluntary act for the
purposes therein expressed.
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Kevin J. Pearsall
Witness
Witness
Residence
Residence
Subscribed, sworn to~nd acknowledged before me by the above named
witnesses this ~~~a of Februar , 2010.
Y Y
COMMONWEALTH OF PENNSYLVANIA
Notarial Sea!
Michael J. Pyfcosh, Notary Public
Camp Hilt l3oro, Cumberland County
My Commission F~cpires March 2T, 2010
Member, Pennsylvania Association of Notaries
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otary~'u lic
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