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HomeMy WebLinkAbout09-06-1115^561^143 REV-1500 Ex(°'-'°' PA De artment of Revenue OFFICIAL USE ONLY p Pennsylvania County Code Year File Number Bureau of Individual Taxes OEPARTMENr OF REVENUE Po Box.2sosoi INHERITANCE TAX RETURN 21 10~ 01042 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 10 04 2010 Decedent's Last Name KAHLEY (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Spouse's Social Security Number Date of Birth Suffix Decedent's First Name MI PATRICIA A Suffix .Spouse's First Name MI THIS RETURN MUST BE FILED 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 12-13-92) 4. Limited Estate ^ 4a. Future Interest Compromise (date of death after 12-12-82) ^ 5. Federal Estates Tax Return Required g Decedent Died Testate (Attach Copy of Will) ^ Y Decedent Maintained a Living Trust (Attach Copy of Trust) ~ 8. Total Number of Safe De osit Boxes p ^ 9. Litigation Proceeds Received ^ 10. Spousal Povertyy Credit fdate of death between 12-31 51 and T-1-95) ~~ 11. Election to tax under Sec. 9113(A) (Attach SCh. 0') CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number MARK A MATEYA 717 241 6500 f-'. First line of address 55 W CHURCH AVENUE Second line of address City or Post Office State ZIP Code CARLISLE pp, REGISTER O~F'1LS USE~~NLY !.-~~ C,. %'r{, t .~ _S7 L...y ~ ,, , , ~ "'i 1 ,_ : ~5 ` ~ ..- DATE. FILED r Correspondent's a-mail address: mam@mateyalaw.com ~~ _..T-: :~ i _, ~ 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 true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE Vickie Morris ~ ~ ~ ~,5 ~-~j ADDRESS 311 Kerrsville Road Carlisle PA 17015 SIGNATURE DF P/ REFh4RE~ TH R THA EP ENTATIVE y DATE JiW-''lt~/)^'- J Mark A. Mate a ADDRESS 55 W. Church Avenue, Carlisle, PA 15^561^143 Side 1 15^561^143 PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER Kahley, Patricia A. 21-10-01042 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 true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. Signature #2 inn ~,~., ~~ ~~~ Name Address1 Address2 City, State, Zip Date Parris Keating y PO Box 21 Roxbury, PA 17251 8-~7 - // 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name: Kahley, Patricia A. RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ............... 5. 55 , 210.07 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous Nnq-Probate Property (Schedule G) ~J Separate Billing Requested............ 7. 35 , 198.07 8. Total Gross Assets (total Lines 1-7) ..................................................................... 8. 90 , 408.14 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... . 9. 13 , 58 6.2 6 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................. . 10. 9 6 . 8 9 11. Total Deductions (total Lines 9 & 10) .................................................................. . 11. 13 , 683.15 12. Net Value of Estate (Line 8 minus Line 11) ......................................................... . 12. 7 6 , 72 4 _ 9 9 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) .............................................. . 1q. 7 6 , 724.99 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. 0 . 0 0 16. Amount of Line 14 taxable 63 812 .50 at lineal rate X .045 ~ 1s. 2 871.56 ~ 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 12 , 912.4 9 18. 1, 93 6. 8 7 19. Tax Due ................................................................................................................. . 19. 4, 8 0 8. 4 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1505610243 Side 2 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-10-01042 DECEDENT'S NAME Kahley, Patricia A. STREET ADDRESS 311 Kerrsville Road CITY Carlisle STATE PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 4,190.00 220.53 3. Interest 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) Total Credits (A + B) (2) (3) (4) (5) 4,808.43 4,410.53 __ 397.90 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 :.............................................................................. ^ 0 b. retain the right to designate who shall use the property transferred or its income :................................. ^ c. retain a reversionary interest; or ............................................................................................................. ^ ^x d. receive the promise for life of either payments, benefits or care? ........................................................... ^ 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ ^x 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death?...... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................................................................................................ 0 ^ 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 [72 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. §911 fi (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. U LAST WILL AND TESTAMENT (Pour-Over Will) OF PATRICIA A. KAHLEY IDENTITY I, PATRICIA A. KAHLEY, residing in the County of Cumberland, Commonwealth of Pennsylvania, being of sound mind and memory, and not acting under duress or undue influence of any person whomsoever, hereby declare this to be my Last Will and Testament, and I do hereby revoke all other former Wills and Codicils to Wills heretofore made by me. My Social Security Number is 186-30- 5670. I have the following children: Vickie L. Morris, born April 20, 1955, and Parris R. Keating, born April 8, 1958. DEBTS, TAXES AND ADMINISTRATION EXPENSES I have provided for the payment of all my debts, expenses of administration of property wherever situated passing under this Will or otherwise, and estate, inheritance, transfer, and succession taxes, other than any tax on ageneration-skipping transfer that is not a liability of my Estate (includin€; interest and penalties, if any) that become due by reason of my death, under THE PATRICIA A. KAHLEY REVOCABLE LNING TRUST executed on even date herewith (the "Revocable Trust"). If the Revocable Trust assets should be insufficient for these purposes, my Executor shall pay any unpaid items from the residue of my Estate passing under this Will, without any apportionment or reimbursement. In the alternative, my Executor may demand in a writing addressed to the Trustee of the Trust an amount necessary to pay all or part of these items, plus claims, pecuniary legacies, and family allowances by court order. PERSONAL AND HOUSEHOLD EFFECTS It is my intent that all my personal and household effects were transferred to the Revocable Trust as a result of the Declaration of Intent signed this date. If there are any questions regarding the ownership or disposition of these assets, it is my desire that such assets pour into the Revocable Trust, signed by me this date in accordance with the provisions of the section titled "Residue of Estate." RESIDUE OF ESTATE I give, devise and bequeath all the rest, residue and remainder of my property of every kind and description (including lapsed legacies and devices), wherever situated and whether acquired before or after the execution of this Will, to the Trustee under that certain Trust executed by me on the same date of the execution of this Will. The Trustee shall add the property bequeathed and devised by this item to the corpus of the above described Trust and shall hold, administer and distribute said property in accordance with the provisions of the said Trust, including any amendments thereto made before my death. If for any reason the said Trust shall not be in existence at the time of death, or if for any reason a court of competent jurisdiction shall declare the foregoing testamentary disposition to the Trustee under said Trust as it exists at the time of my death to be invalid, then I give all of my Estate including the POUR-OVER WILL Page 1 P~'1c Testatrix residue and remainder thereof to that person who would have been the Trustee under the Trust, as Trustee, and to their substitutes and successors under the Trust, described herein above, to be held, managed, invested, reinvested and distributed by the Trustee upon the terms and conditions pertaining to the period beginning with the date of my death as are constituted in the Trust as at present constituted giving effect to amendments, if any, hereafter made and for that purpose I do hereby incorporate such Trust by reference into this my Will. EXECUTOR I hereby nominate and appoint Vickie L. Morris and Parris R. Keating to serve without bond as my Joint Executors. In the event that one of the Joint Executors shall predecease me, or is unable or unwilling to act as my Executor for any reason whatsoever, then and in the event I hereby nominate and appoint the remaining Executor to serve without bond as my Independent Executor. Whenever the word "Executor" or any modifying or substituted pronoun therefore is, used in this my Will, such words and respective pronouns shall be held and taken to include both the sinl;ular and the plural, the masculine, feminine and neuter gender thereof, and shall apply equally to the Executor named herein and to any successor to substitute Executor acting hereunder, and such successor or substitute Executor shall possess all the rights, powers, duties, authority, and responsibility conferned upon the Executor originally named herein. EXECUTOR POWERS By way of Illustration and not of limitation and in addition to any inherent, implied or statutory powers granted to executors generally, my Executor is specifically authorized 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, convert, deal with, dispose of, enter into, exclhange, 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, make distributions in cash or in kind of partly in each without regard to the income tax basis of such asset and in general, exercise all of the powers in the management of my Estate which any individual could exercise in the management of similar property owned in its own right upon such terms and conditions as to my Executor mazy seem best, and execute and deliver any and all instruments and do all acts which my Executor may deem proper or necessary to carry out the purpose of this my Will, without being limited in any way by the spf;cific grants or power made, and without the necessity of a court order. My Executor shall have absolute discretion, but shall not be required, to make adjusttnents in the rights of any Beneficiaries, or among the principal and income accounts to compensate for the consequences of any tax decision or election, or of any investment or administrative decision, that my executor believes has had the effect, directly or indirectly, of preferring one Beneficiary or group of Beneficiaries over others. In determining the Federal Estate and Income Tax liabilities of my Estate, my Executor shall have discretion to select the valuation date and to determine whether any or all of the allowable administration expenses in my Estate shall be used as Federal Estate Tax deductions or as Federal Income Tax deductions. POUR-OVER WILL Page 2 ~f~~~- Testatrix SPECIFIC OMISSIONS I have intentionally omitted any and all persons and entities from this, my Last Will and Testament, except those persons and entities specifically named herein. If any person or entity shall challenge any term or condition of this Will, or of the Living Trust to which I have made reference in the sections "Household and Personal Effects" and "Residue of Estate," then, to that person or entity, I give and bequeath the sum of only one dollar ($1.00) only in lieu and in place of any other benefit, grant, bequest or interest which that person or interest may have in my Estate or the Living Trust and its Estate. SIMULTANEOUS DEATH If any other Beneficiary should not survive me for sixty (60) days, then it shall be conclusively presumed for the purpose of this my Will that said Beneficiary predeceased me. < n,,// ~ L~~QD PATRICIA A. KARL Y Testatrix This instrument consists of 5 typewritten pages, including the Attestation Clause, Self-Proving Clause, signature of Wifiesses, and aclrnowledgment of officer. I have signed my name at the bottam of each of the preceding pages. This instrument is being signed by me on this Z 1 sfi day of No~rew~~~r' , ZooZ . POUR-OVER WILL Page 3 ATTESTATION CLAUSE The Testatrix whose name appears above declared to us, the undersigned, that t:he foregoing instrument was his/her Last Will and Testament, and he or she requested us to act as witnesses to such instrument and to his/her signature thereon. The Testatrix thereupon signed such instn.tment in our presence. At the Testatrix's request, the undersigned then subscribed our names to the instrument in our own handwriting in the presence of the Testatrix. The undersigned hereby declare, in the presence of each of us, that we believe the Testatrix to be of sound and disposing mind and memory. Signed by us on the same day and year as this Last Will and Testament was signed by the Testatrix. WITNES E . lV ~r< co~~s (Printed Name of Witness) POUR-OVER WILL Page 4 ADDRESSES: C.-a~ i ~ 5~e , ~Q ~ ~~~ City, State, Zip City, State, Zip Testatrix (Yrmted Name of Witness) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SELF-PROVING CLAUSE BEFORE ME, the undersigned authority, on this day,~pe~"sonally appear d PATRICIA A. KAHLEY, ~ J~~ (y r ~ ~~ ~ ~ and J Vlv( ~~-> I lrnown to me to be the Testatrix and the witnesses, respectively, whose name are subscribed to the foregoing instrument in their respective capacities, and all of them being by me duly sworn, PATRICIA A. KAHLEY, Testatrix, declared to me and to the witnesses, in my presence, that the instrument is his/her Will and that he or she had willingly made and executed it as his/her free act and deed for the purposes therein expressed; and the Witnesses, each on his or her oath, stated to me in the presence and hearing of the Testatrix, that the Testatrix had declared to them that the instrument is his Will and that he or she executed the same as such and wanted each of them to sign it as a witness; and upon their oaths, each witness stated further that he or she did the same as a witness in the presence of the Testatrix, and at his request and that he or she was at that time eighteen (18) years of age or over and was of sound mind, and that each of the witnesses was then at least fourteen (14) years of age. -`Z Q ~;~ PATRICIA A. KAHLEY ~ Testatrix Witnens~s/~ (Printed Nana of Witnncol (Printed of Witness) SUBSCRIBED AND ACKNOWLEDGED before iim,e y PATRICIA A. KAHLE~', Testatrix, and subscribed and worn to before me by ti~ : (tom ~ u and S `~ ~~ i~ witnesses, this the f U a J @~ ~"'~ ~- ~ day of r~u~y~,~ ,~ ,Notarial Seal Glen R. Want'e Jr., Nota Public ;,~._. -a~,Ry,.~s,~ •u-rl-~ ~1rPa Pnv un Y i '~y Member. t'ennr:., `' fJ~ Notary Public, Commonweal o .Pennsylvania f L l.~' POUR-OVER WILL Page 5 Notarial Seal Gfen R, Wantje Jr., Notary Public North Fayetfe Allegheny County ~omrnission~xpires Nov 10, 2003 i~fr, ~rirl5yhJ8flia-,hssoeiation art t~etsries Rev-1508 EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF (FILE NUMBER Kahley, Patricia A. 21-10-01042 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 VALUE AT DATE OF DEATH 1 U S Treasury -Personal Income Tax Refund 198.60 2 Orrstown Bank -Checking Account 2,131.00 3 Orrstown Bank -Savings Account 52,332.79 4 Transfer of Funds from decedent's bank account 68.06 5 Adams Electric -Refund on Account 66.89 6 Sentinel -Refund 36.73 7 US Treasury - 2010 Income Tax Refund 376.00 TOTAL (Also enter on Line 5, Recapitulation) I 55,210.07 (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) Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Kahley, Patricia A. 21-10-01042 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DATE OF TRANSFER SATTACN A COPYEOF TI HOE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET °h OF DECD'S INTEREST EXCLU;iION (IF APPLI(:ABLE) TAXABLE VALUE 1 Equitrust -IRA Annuity paid to designated 17,599.04 17,599.04 beneficiaries -Contract Number EQ0001109192F; Paid to Vickie Morris; 311 Kerrsville Road, Carlisle, PA 17015 2 Equitrust -IRA Annuity paid to designated 17,599.03 17,599.03 beneficiaries -Contract Number EQ0001109192F Paid to Parris Keating; P.O. Box 21; Roxbury, PA 17251 TOTAL (Also enter on Line 7, Recapitulation) I 35,198.07 (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 G (Rev. 6-98) REV-1151 EX+ (10A5) COM INHERITANCEAX RETURNANIA RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) 2,260.00 Street Address City State Zio Yearfs) Commission paid 2. Attorney's Fees Mark A. Mateya 11,000.00 Famil Exem tion: If 3. y p ( decedent's address Is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Refationshio of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 326.26 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 13,586.26 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 Kahley, Patricia A. 21-10-01042 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex eg nses 1 Ewing Brothers Funeral Home -Funeral Expense 2,260.00 H-A 2,260.00 Other Administrative Costs 2 Cumberland Law Journal 75.00 3 The Sentinel -Legal Advertisement 251.26 H-B7 326.26 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) REV-1513 EX+ (11.08) SCHEDULE J COMIfNORESDE TEDECEDEN RNANIA BENEFICIARIES ESTATE OF FILE NUMBER Kanle , ratricia A. ~ 21-10-0 1042 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not List Trust e s I• TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 See attached schedule Tota I 76, 694.34 Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 150 0 cover sheet, as a pr 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 SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-15U0 Schedule J (Rev. 11-08) Record 1 of 1 set from: FId #1 ~j ~ Estate of Patricia A. Kahley PA '~ B@Cl~/ ~@'~$11~5 Transactions i Will Details Darr, David Decd Date of Death State of Domicile ° ~ NameLast Darr 1a t3squests (cash) (scn A,B,c,~j Fir t Tb t3squssts (tn Kind) (Sch A,B,C,~) 150.00 - s David 2a JairrtJSpousal (Sch E-1) ~ It3 Mldd16 Zb Jol-~#lNon-Spousal (Sch E-2) jf; $UffiX 3 Transfers.: (Sch D,G,H,q I} ~- 4 Pre-Residue (3clt A -1) ~ 150.00 EgtateRrusUOrganlzation Name sa Resia (Fed) x 8b Rea1d (St} 78 874.99x` 8eny Share Pre-Tau 150.00 Addressl 1539 Newville Road 7 us Eat rax o.oox~- Address2 8 uSGSTTax 0.00x Cit --- 9 St Dth Tax 4 587.90 x y CarllSle 10 Totes Tax State 11 13 Sh P t T _ eny are os - ax 150.00 Zip 17015 : .:.:. Residue 99 9604 o This amount use / ' d . o on 7os Pa e 2 ~- tom, Relationship ~ Friend t0 D@Cedent % Shag of Residue Tax Class 15% Share of Estate Wooden Desk Soc Sec 210-40-4558 ~ none (words) (PA on#y} or-EID # ~ blank $eneficial Interest Notes 9~o Shan3 of r'~ Ytenr by Assets (7118), Bent' Residue (Indiana) • • - • 't" ~ VteNr bN Assets (XXD), Bent' LLL~ View by Benv. Assets ~7oR w xxrn Grosso Estate (Page 1, Line 1)...... ... ....... ................................................. Bdill~ Debts and Expenses (Schad J, K, t). . ............. ....,. .. Gross minus JKL. ...... .................................... ................ .... .. ...... ......... ..... ~tiiflld~ Deductions Claimed on 1041 (instead of 70fi) ............... Bequests and Non-Probate Transfers (Taxai6le)........... Bequests: and Non-Probate Transfers (Marital) ............. 13equestat and Non-Probate Transfers (Charitable)....... Gross Residue (before TAXES)....... ..................... ... ~@~r~due Gender r-' Attorney Tlti® ~ r~ short ~"` Salutation. Fiduciary Date of Birth ~-i Date Death ~~ Age ~ Decedent's Death ~- E-Mali nad Tietr 1 Distribu#ion °~ (-- Life Estate? ^ intestate Heir? ^ Re~td 1 of 1 set from:.;3nsu~ Eisi~1 FFd i~2 Fld ~3 Estate of Patricia A. Kahley PA ~ ~~n~ Qg~~~S Transactions ' Will Details Darr, Judith K Did Date o!'r~ath State of Domicile Il2~ NameLaat Darr 1a Bequests (casn) (scn A,e,c,F) First 1b Bequests (In Kind) (8CI1 A,B,G,F} - Judith za .loltttlspousal (Sch E-1) I ~ Middle i( 2b Jotr~tlNonSpousal ~ #- ($Ch E-2) I'+R1 SufflX 3 Transfers (sch D,G,H,I) ~- - 4 Pre-Residua Bch A - t ~ EatatefTrus~lQltsgllttti7[;AtiOn Neme 6a Resid (Fed) x 18.6856 5b Resid (st) 78 574.99x 18. 8'k = 12,757.39 6 Beny Share Pre-Tax 12,757.39 Addressl 1539 Newville Road 7 u3 t:.st Tax o.oox 16.66 Address2 8 Us G3T lax O.OOx 48.66 _ City Carlisle $ St Dth Tax 4 587.90x 16.88K 764.65 764.65 _ Stat@ 10 Totsl Tax 76d.S5 764.65 11 Reny Share Post-Tax 11,992.74 Zip 17015 . Residue 99 9600 Thls amount used % d . II B on To6, Pa 2 Relat[onship Frien ''"~ to Decedenf x snare of 16 6600% . Residue Tax Class 15%' ~te ~ ~ f Soc Sec 166-52-1658 ~ none o - i lY) or EID # ° blank Beneficial Interest Notes 56 snare of 16.6600% Residue (tr-dlana) r ~' view by Assets (706), geny • • - • Vlpw by Asse#a (XXD}, Beny -j- ~ __.____ t4 ! L ~Lf1 View by Hanv_ ewawrw 1~nF va YYrn Gross Estate (Page 1, Llne 1) .............................. .................................................................... ~tllt$ Debts and Expenses {Schad J, K, L) ..................................... ..................................... Gross minus JKL .................................................................................... .... ~$ Deductions Clalrnld on 1041 (instead of 706) ............... Bequests and Non^Probate Transfers {Taxable)........... Bequests and Non-Probate Trari~fers {Marital) ............. Bequests and Non-Probate Transfers (Charitable)....... (~ Groan Residue {before TAXES) ..................................................... ~@81t~lie Gender Attorney ~- Tltle r` snort ~"""~'~' Salutation Fiduciary Date of Birth ~~~ Date Death ~- Age ~ Decedent's Death ~- E-Mall Address Tier 1 Distribution °!° ~- Life Estate? ^ intestate. Heir? ^ Record 1 of 1 Estate of Patricia A. Kahley set from: ~Jd #1 Fid it2 Fld 11;3 PA ~ ~etl~/ ~@tal~g Transactions Will Details Morris, Vickie ©ecd ~ ~'~~ State of Dotnicfifie NameLast Morris ~Rflala~r Allot~tlons jg~ ;~ 1a Bequests (Cash} (sch A,B,C,F) First Vickie 1b Bequests (In Kind) (Sett A,B,C,F) 2a JoInt18pousal (8ch E-1) ~ ~, Middle 2b JolntMon-Spousal (SCh E-2} SUffiX 3 Transfers (Sch D,G,H,1} - ~~ 4 Pre-Residua Soh A - I EstaterTrusttOrg~nlzatlon-Name Sa Resid (Fed) x 16.68% tab Resid (St) 1'S 574.99 x 15.68 12,757.39 8 Beny Share. Pro Tax 12,757.39 Addresal 311 Kerrsville Road ~ us Eat Tax o.oox 16s63'a Address2 8 US G5T Tax O.OOx 18:66a1o ~~ Cit C ll l 9 St Dth Tax 4 587.90x 18.66% 764.65 __ 764.65 y ar S e ~ $t t 10 Tota[ Tax 784.65 ; 7&4.65 8 e '-~+ 11 Be Sha P t T Zip 17015 ny re oa - ax R id Tht 11,992.74 es s amount used ue 99 960% R l s . Ail Ben on TD6, Pa e 2 e ation hip Daughter 0 _ t0 DeC@dent % Share of ~ 6 660% . Residue TaX Class 4.5% Estate ~or° e Soc Sec 189-46-5033 '~ none ( iy) d or EID # ° blank Beneficiailnterest . Notes % Share of ~ 6.660% Residue (Indiana) r ~ View by Assets (Tf?6), Beny • • ~ - • t ~ YIeMr by AsaetA (XXD), Beny - _.-_-__ -- ~ y L !sJ Viww -,v rianv 6cnutc ~7na ..Q YXn~ Gross Estate (Page 1, Line 1) ...................................................................................................... ~ , ~iII.u-s Debts and Expenses (Schad J, K, L) ......................................... ................................. Gross minus JKL .................................................................................... .... ~~ Deductions Cl4lmed on 1041 (instead of 706).......... Bequests and Non-Probate Transfers (Taxable)........... Bequests and IVon-Probate Transfers (Marital) ............. Bequestee and NanWProbate Transafers (Charitable).....:. (~____..~~ Gross Residue (before TA)fES) .............................................. Residue ~( Attorney Gender ~- Title r- Short Salutation Fiduciary Date of Birth Date Death ~- Age a~ Decedent's Death ~- E-Mall Address Tier 1 Distribution % ~- Llf~e Estate? ^ .:Intestate Heir? ^ Reconl 1 of 1 Estate of Patricia A. Kahley PA Set from: Fld ~1 Ftd #2 -- ~3@Ily Q~1t~S Transactions ' .Will Details Keating, Parris Dena Date of Death State of Domicile ZOO; NameLast Keating 1a Bequests (cairn) (sch A,B,c,F~ 1b Bequests (In Kind) (sch AB,C,F) First Parris 2a JointlSpousad (sch E-7) Middle 2b. JotntlNon-Spousal _ (Soh E-2) ( - ~- Suffix 3 Transfers r-- (sch D,G,H,I)1'~1 ~- Pre-Residue Sch A =! Eatate~l'rustltirganlzatlon Name ~a Resw (Fed) 1s.ss Sts Reskf (Sty 7s 574.>iSx 1s.6~% 1T,757.39 8 Betty Share the-Tax _ 12,757.39 Addressl PO Box 21 7 US Est Tax o.oox lass°i° Addre8s2 8 US GST Tax O.OOx 18.66% ~ Clt - 9 St Dth Tax 4 587.90x 18.88% 764.65 .764.65 ] Roxbury ' 10 Totat Tax 784.85 764.65 Stat@ 11 Beny Share Po t T s - ex. 11,992.74 Zlp 17251 Residue 99 9600 % TMs amount used . All ee on 708,:. Pa e 2 Relationship Daughter to Dt:cedent %sharo °f 16 6600% . Residua Tax Class 4 5% ~ ~ on da . Soc Sec 163-52-0276 ~ none ty~ r ) ( ' Or EID # ~ blank 13eneficial Interest .Notes °/: Share of ° Restdt,e Qndtana) 16.6600 to ~ 1llew by Assets (7~), l3eny • • ' - . - ~ ~ view by I-asets (xxD), Reny - _ ___ ~ view nr ~~v. aA4~ r>•os ~_ xxeti Grciss Estats (Page 1, line 1) .................................. ......................................... ................... ~.$ Debts and Expenses {Schad J, K, L).... ..... .. .. ......... Gross minus JKL ......... ......... .............. .. ..... .... Dedt,actions Claimed on 1041 (instead of 7t>sj. ....... ,. Bequests and Non-Probate Transfers (Taxable)............ Bequests and Non-Probate Transfers (Marital) ............. Bequests and Non-Probate Transfers (Charitable)....... ('~- Residu+e ~ ~` R' .Gross Residue (before TAXES). ........ ..., ... Attorney Gender Titie ~- Short Salutation Date of Birth pate Death Age ~ Decedent's Death E-MaifAddt'eas Tier 1 Distribution %a Life Estate? Intestate Heir? Fiduciary a Record 1 of 1 PA` Estate of Patricia A. Kahley Set from: Eid.ifl Fid tk2 Eltil~ ~ ~@ny ~E~~11lS Transactions ? Wili Details Kahley, Stephen ©eGa c~t~ of Death State of Domicile NameLast Kahley 1a Bequeata (camh) (8ch A,B,c,F} Fist Stephen ib Bequests (in Kind) (~ch A,B,C,F} 2a JointfSpauaaF (8ch E-1) I ': Middle Zb Jalntlt+lon-5pousai ($ch E-2} ~~ Suffix 3 Transfers {Sch D,G,H,I) 4 Pre-Residue ' Sch A -1 (h EState/Tru~t/+Drganization Narne sa Redd (Fed) x ta.669G 5b Resat(Stj T8 4.99x 1 .88% 12,7b7.39 6 Berry 8hatre Pre-Tax 12,757.39 Addressl 1340 Veronica Lane 7 us Est tax o.oox ts.66°~ Address2 8 USGSTTax O.oox 16.8&°~ _ Cit 8 8t Dth Tax 4 587.90x 18.68% 764.65 764.65 y Phoenlxvllle 1Q Total Tax T64,65 764.65 State ~ 11 Berry Share P st Ta Zl 1 - o x 11,992.74 p 9460 Restdue All n 99.9600 % Tnlaamountusad on 706, Page 2 Relationship t0 Deceaent Stepchild t76~~% ~ ~ s . Resld ® Tax Class 4.5°fo share of Estate Soc Sec 170-54-9800 ~ none (Wo-~dsj (PA only] B or EID # ~ blank eneficial interest Notes % share of ° st)~0 ~ ~ t) ~ View by Assets (706), Beny Residue (Indiana] . o • • ~ - • ~ ~ Vlsw by Assets (XXD), Berry VIeW hV f3~nv_ Acnwtn l7f1R v¢ XY111 Gross Eatate (Page 1, Line 1)...... ..... ..... .. ......................... ....... .......... ~ia.S Debts and Expenses (Schad J, K, t_). ... .......................... ..... Gross minus JKL ........ .................... ......... ......... ..... ....... ................................... ~~ Dedutaions Claimed on 11)41 Einsteaa of 705):.. ....... Bequests and Non-Probate Transfets (Taxable)........... ~ Bequests and Non-Probate Transfers (Marital) ............. Bequests and Non-Probate Transfers (Charitabie)....... Grass Residue {before TAXES)....... .............. Residue ~ , Attorney Gender ~- . Title ~~ Short ~-_.. Salutation Fiduciary Date of Birth ~~~ Date Deatn ~--_`_ Age ~ Debedent's Death r~ E-MaiC Addr+eas Tier 1 Distribution °~ L'rfe .Estate? ^ Intestate Hair? ^ R@cord l of 1 Set from: i~41113! Fid dot Fid ~2 Fid t~3 Estate of Patricia A. Kahley PA 1 B®11~( ~"~~I~S - Transactions Kahley, Robert Did Dat@ of Death Will Details :State of Domicile Z!'i$ NameLast Kahley 1a Bequests (Cash) (sch A,B,c,F) First Robert 16 Bequests (tn Kind)' (Sch A,$,C,F)~r~--- 2a Joint/8pouaal (Sch E-1) ~+r~ ~ Middle 2b Jotnt-Non~pousat iSch E-2) ; Suffix 3 Transfers , _ _ <(Sch D,G,H,I) ('~~- 4 Pre•R;esldue -` (Sch A -1) } EstatelTrusttt}r~ganl~tion Nam@ > 6a Redid (Fad} x 16.68 bts Redid (St) 76 574.99x 18.86 12,757.39 B 8e-ry St~rre Prae-Tax 12,757.39 Addr~essl 488 Grove Lane 7 us EdtTax aoox 16.88°Yo -~ __ Address2 s Us t3ST;Tax O.OOx 16.88% - Ki f P Crt 9 St tdth TaX 4 587.90X 18.86'k 764.65 764.65 ng O russia Y ` St t 10 Total Tax 784.65 : 764.65 a @ ~ 11 B r 3h P t Zip 19406 e ry are os -lax R idue Tht u 11,992.74 R l i es s amount sed ,~ 99.9600% on 7~6 Pa e 2 e at onship Stepchild 0 to Decedent °~° Snag ~ 16 6600% - . Residue Tax Class. 4.5% ry~ ~} PAOn Soc See 200-44-8125 ~ none o { ty) ' ar Elp # ~ :blank Beneficial ttiterest Notes % Share of o 16.6600 /o Resid i dl ~ View by Assets (788), Beny ue ( n ana} • • • ~ view by Aasetss,{xxD), eery ___ ~ Viwti by pnnv Aa.ora nnR ..e YYni Grass Estate Page 1, Line 1)........... ... ......... ..................................... ................ ~QltlstS Debts and Expenses (Schad J, K, L}.... .................................. .. .. .. Gross minus JKL......... ...................... ... .............. .... ~ Deductions Claimed on 1Q41 (Instead of 708} ... :......:..' Bequests and Non-Probate Transfers (Taxable)........... ~` Bequests and Non-Probate Transfers (Marfitai} ............. Bequests and Non-Probate Transfers (Charitable)....... ~'~~ Gross Reeldue (before TAXES) .................. ............................. Residue ' )~~~" Attorney Gender ~- Title r~ Short I _ Salutation Date of Birth ~- Date Death ~~~ Age ~ Decedent's Death ~~ E-Mail Address. Tier 1 Distribution % (- Fiduciary Life Estate? ^ Intestate Hair? ^ Record 1 of 1 Estate of Patricia A. Kahley PA 3e! #rom: l=id #1 F.t~at2 ~ ' ~@Cl~/ ~$#a1~S Transactions n Wilt'Details Neidigh, Joanie oeca Date of Death State of Domicile - Z~ NameLast Neidigh 1a sequests (Cash) (Sch ~,e,c,F) ~It~t JOanie 1b Bequests (tn NCrrad) 2a Joint/Stsousal (ScfiA,B,C,F) (Sch E-1) ~i MlddtB ' 2b Jolntn~onSpousal {Scfi E-2) . SUffiX 3 ,Transfers (Sch D,G,H,I) ~- 4 Pre-Residue Sch A - i Est~itelTrustt a»lzatton Nartte sa Recta (Fact) x 1tI.66° 8b Restd (St) 76 574.99x'.18.66°~ 127b7.39 6 Reny Sfiare Pre-Tax 12,757.39 Address1 1133 A Harrisburs~ Pike 7 t13 Est Tax O.OOx 16.66% AddreSS2 8 US 3STTax O.OOx 16.66°1° C+itY CarllSle 9 St Dth Tax 4 587.90X 18.66% 764.65 764.65 $tat@ 10 Total Tape 764.65.. . 764.65 11 Re Sh Zip 17013 ny are Fostr-Tax. R . 11,992.74 ~ esidue 99 9600 t % This amount used ' Relatlon hi . \ii on 706 Pa e 2 s p Stepchild 0 to Decedent "k Share of 16 6600% . ftesiaue Tax Class 4.5% ~ - SOG SEC unknown ~ ROn@ (vYords) (pp o niy} or EID # ° blank geneficiat Interest Notes `Yo Sham of ' 16.6600% Residue (Indiana) I ~ View by Assets (706), Bang ~ • - ° ~ ~ View by Asse~~ (XXD), Bevy tlLnu. M. Clw.... Amw,.f...vnc .._ vvr" Gross Estate (Page 1, Llne 1) .......... .............. ... ............ ...................... .,....... ..,....... - -- -- ---- 6ttI0lls Debts anti Expenses (Schad J, K, L) ...... ....... ........ . ... ,....,.........,. . Gross minus JKL ..... .. ......... .. .... ... ... ..... ........ . AQii1~ Dedut;tions Claimed on 1041 (instead of 7t)8). ....... .. . . .. Bequests and Non-Rrobate Transfers (Taxable).......... . Bequests and Non-Probate Transfers (Marital) ............ . Bequests and Non-Probate Transfers (Charitable)...... . Gross Residue (fiefore TAXES)............ .. ....... R@$#dU@ ; ' ~ ~~ ~~ (Sender r- Attorney Title ~- Short ~~ Salutation Fiduciary Date of Birth (....._...`_' Date Death':. ~ '----~_ Age ~ pecedent's Death ( -- ' E-Mail Address Tier 1 Distribution °!o (-- Lffe Estate? ' ^ Mtestate Heir? ^