HomeMy WebLinkAbout09-20-11 (2)1505610143
REV-1500 Ex(°'~'°' ~;
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania county code Year File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
Po Box.2sosol INHERITANCE TAX RETURN 21 11 0587
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
163 48 3342 05 O1 2011 07 03 1958
Decedent's Last Name Suffix Decedent's First Name MI
TUCKER LINDA M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise
death after 12-12-82)
(date of ~ 5. Federal Estate Tax Return Required
g Decedent Died Testate
(Attach Copy of Will) ~ ^^
~• (AttacdheGOMaiof trust a Living Trust
PY ) ~ 8. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received ~ 10. Spousal Povert Credit{date ~f death
between 12-31 X31 and -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
AARON C JACKSON ESQ 717 2344121
First line of address
111 NORTH FRONT STREET
Second line of address
PO BOX 889
City or Post Office State
HARRISBURG PA
Correspondent's a-mail address: ajaCkSOr1@tuckerlaW.COm
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 persona representative Is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR/FILI),fG REy171RN DATE,
~`~~J ~/ ,// [C~,Q.~ J~ Ronald J. Keslar ~~~ /~j
ADDRESS
47 Barrens C urch Road Dillsbur PA 17019
SIGNATU RER OTHER THAN REP NTATIVE DATE
__ _ o~,G~,~ Aaron C. Jackson Esq. R" ~ ~(n ~ ~ ~
111 North Front Street, Harrisburg, PA
Side 1
1505610143 1505610143
ZIP Code _
a~ - .
171080889 - ~' • , ~- - <=~
REV-1500 EX
Decedent's Name: TUCK@P~ Linda M.
Decedent's Social Security Number
163 48 3342
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 & Miscellaneous Personal Property (Schedule E) ............... 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers & Miscellaneous ion; Probate Property
(Schedule G) u Separate Billing Requested............ 7.
8. Total Gross Assets (total Lines 1-7) ..................................................................... 8.
23,708.39
86,570.47
110,278.86
9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10.
11. Total Deductions (total Lines 9 & 10) ................................................................... 11.
12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12.
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.
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLI CABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
15
(a)(1.2) X .00 .
16. Amount of Line 14 taxable ') 4 , 3 7 9. 6 9 1 s.
at lineal rate X .045
17. Amount of Line 14 taxable
~ 0
~
17
at sibling rate X .12 . .
18. Amount of Line 14 taxable
992 ' 22
9
18
at collateral rate X .15 ~ .
19. Tax Due .................................................................................................................. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
15D561D243
21,840.32
4,066.63
25,906.95
84,371.91
84,371.91
0.00
3,347.09
0.00
1,498.83
4,845.92
Side 2
15D561D243 15D561D243 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-11-0587
DECEDENT'S NAME
Tucker, Linda M.
STREET ADDRESS
6015 Mockingbird Drive
CITY
Mechanicsburg STATE
PA ZIP
17050
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 4,845.92
2. Credits/Payments
A. Prior Payments 4,000.00
B. Discount 210.53
Total Credits (A + B) (2) 4,210.53
3. Interest (3)
4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
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. (5) 635.39
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred :............................................................................... ^ ^x
b. retain the right to designate who shall use the property transferred or its income :.................................. ^ ^x
c. retain a reversionary interest; or ............................................................................................................... ^ ^x
d. receive the promise for life of either payments, benefits or care? ............................................................ ^
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 "intrust 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? .................................................................................................................. 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 [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. §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-1508 EX+(6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF - (FILE NUMBER
Tucker, Linda M. 21-11-0587
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-ownedwith the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Tax Refund -Tax refund 246.82
2 PSECU -Savings Account #xxxxx3342 held solely by Decedent, valued per date of death 282.02
letter.
3 PSECU -Money Market Account #xxxxx3342 held solely by Decedent, valued per date of 6,049.03
death letter.
4 Sovereign Bank -Checking account #351062262 held solely by Decedent, valued per date of 4,029.46
death letter.
5 Automobile - 2011 Subaru Forester -difference between blue book value and money owed 7,601.06
6 Automobile -1989 Toyota Celeca 500.00
7 Mobile Home -Located at 6015 Mockingbird Drive, Mechanicsburg, PA 17055 5.000.00
TOTAL (Also enter on Line 5, Recapitulation) I 23,708.39
(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
Tucker, Linda M.
FILE NUMBER
21-11-0587
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 RANSFER.SATTACNTA CO Y OF TIHE DEIED ~OREREAL ESTATE. DATE OF DEATH
VALUE OF ASSET % OF DECD'S
INTEREST
( A PLICABLE
IF >
TAXABLE
VALUE
1 PSECU -IRA Account #xxxxx3342 held solely by 86,570.47 86,570.47
Decedent, valued per date of death letter.
TOTAL (Also enter on Line 7, Recapitulation) I 86,570.47
(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)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Tucker, Linda M. 21-11-0587
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Guss Funeral Home -Funeral expense. 10,997.37
2 Mexico Monuments -Fee for gravestone 1,800.00
H-A 12,797.37
3 Other Administrative Costs
Allstate -Homeowners' insurance June payment/ maintenance of mobile home for sale.
23.34
4 Allstate -Homeowners' insurance July payment/ maintenance of mobile home for sale. 32.59
5 Allstate -Homeowners' insurance August payment/ maintenance of mobile home for sale. 32.59
6 Allstate -Homeowners' insurance September payment/ maintenance of mobile home for 32.59
sale.
7 Cumberland Law Journal -Legal advertisement notice 75.00
8 Executor Expenses -Mileage and Meals 1,447.13
9 Murphy, Luther -Lawn Service -June 64.00
10 Murphy, Luther -Lawn Service -July 96.00
11 Murphy, Luther -Lawn Service -August 80.00
12 PPL Electric Utilities -August -maintain mobile home for sale 37.38
13 PPL Electric Utilities -July -maintain mobile home for sale 47.68
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Tucker, Linda M. 21-11-0587
ITEM
NUMBER DESCRIPTION AMOUNT
14 PPL Electric Utilities -June -maintain mobile home for sale 41.97
15 PPL Electric Utilities -May -maintain mobile home for sale 72.54
16 Rt. 15 Self Storage -May 95.40
17 Rt. 15 Self Storage -June 95.40
18 Rt. 15 Self Storage -July 95.40
19 Sentinel, The -Legal advertisement notice 221.40
20 Sovereign Bank -Fee for obtaining Date of Death value 20.00
21 Tax Authority -Taxes 62.64
22 Village Associates -Lot rent and water bill for month of July 359.28
23 Village Associates -Lot rent and water bill for month of June 358.50
24 Village Associates -Lot rent and water bill for month of August 359.28
25 Wells Fargo -Automobile payment for month of June 327.34
H-B7
4,077.45
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-15 ~2 EX+ (12-08)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8t LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Tucker, Linda M. 21-11-0587
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimburaed medical expenses.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 American Express 25.90
2 AT&T -Wireless service 49.42
3 AT&T -Long distance service 16.99
4 AT&T -Wireless service 5.58
5 Bank of America -Credit card held solely by Decedent 3,177.47
6 Comcast -Cable service 72.87
7 Lot Rent -Mobile Home 345.00
8 Pinnacle Health -Final medical bill 180.00
9 Rt. 15 Self Storage -April 134.50
10 Verizon -Local service 40.04
11 Village Associates -Water bill 18.86
TOTAL (Also enter on Line 10, Recapitulation) I 4,066.63
(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)
Estate of Linda M. Tucker, deceased
Estate No. 21-11-587
Re: PA Inheritance Tax Return
List of Exhibits
A. win
B. Account Valuations
PSECU Accounts
Sovereign Account
C. Executor's Expense Breakdown
H B G D 6:121808-1 02 7 015-151644
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No . 2011- 00587 PA No . 21- 11- 0587
Estate Of : LINDA M TUCKER
(First, Middle, Last)
Late Of : HAMPDEN TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No: 163-48-3342
WHEREAS, on the 18th day of May 2011 an instrument dated
August 3rd 2010 was admitted to probate as the last will of
LINDA M TUCKER
(First, Middle, Last)
late of HAMPDEN TOWNSH/P, CUMBERLAND County,
who died on the 1st day of May 2011 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
RONALD J KESLAR
who has duly qualified as EXECUTOR(R/X)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 18th day of May 2011.
* *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
L_ ~'
LAST WILL AND TESTAMENT
OF r:. i~ _ ,.~
LINDA M. TUCKER ~~,, ~,-
C___~- ~ -
C~-
I, LINDA M. TUCKER, of Cumberland County, Pennsylvania, declare this to be
my Last Will, hereby revoking all prior wills and codicils.
FUNERAL EXPENSES
FIRST: I direct the payment of my funeral expenses, including my gravemarker,
as soon as maybe convenient after my death.
PAYMENT OF DEATH TAXES
SECOND: I direct that all taxes that may be assessed in consequence of my death,
of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary
estate as a part of the expense of administration of my estate.
PERSONAL PROPERTY AND SPECIFIC BEQUESTS
THIRD: I bequeath those items of my household furnishings, personal effects,
and personal property to RONALD J. KESLAR.
I give to DANIEL C. HOSLER the sum of $75,000.00, outright and free of trust.
If he predeceases me, this gift shall be distributed instead to RONALD J. KESLAR.
DISTRIBUTION OF RESIDUE
FOURTH: I also give the entire residue of my estate to DANIEL C. HOSLER, or
his heirs, outright and free of trust. If he predeceases me, the residue of my estate shall be
distributed instead to RONALD J. KESLAR.
PROTECTION OF BENEFICIARIES
(Spendthrift Provision)
FIFTH: No interest in income or principal shall be assignable by a beneficiary or
available to anyone having a claim against a benef ciary before actual payment to the
beneficiary.
TRUSTEE OF ESTATE OF
MINORS AND INCAPACITATED BENEFICIARFES
SIXTH: If any income or principal shall be payable to any person who shall be a
minor I appoint my executor, as trustee to hold such income and principal during minority
and shall be entitled to apply such income and principal to the health, maintenance,
support and education of such person during minority without the appointment of any
committee or any authority of court. My trustee shall be entitled to make direct
application hereunder or to make application by payment of income and principal to the
parent or other person in charge of such minor or to his or her guardian or to a custodian
under the Uniform Transfers to Minors Act. Trustee may, in discharge of all the Trustee's
duties, pay any minor`s share deemed impractical of administration to the parent or other
person in charge of the minor or to his or her guardian or to a custodian for the minor
under the Uniform Transfers to Minors Act. Any remaining income and principal to
which such person shall be entitled shall be distributed to such person upon such person
reaching the age of 21. My Trustee shall have the same powers as my executor and shall
serve without bond.
If any income or principal shall be payable to any person who shall be
incapacitated for any reason, my executor, as trustee shall hold such income and principal
during incapacity and shall be entitled to apply such income and principal to the health,
maintenance, support and education of such person during incapacity without the
appointment of any committee or any authority of court. My Trustee shall have the same
powers as my executor and shall serve without bond.
POWERS OF EXECUTOR
SEVENTH: I confer upon my executor the right to sell or otherwise convert any
real or personal property at public or private sale, at such time or times, in such manner,
and for such price or prices, and upon such terms and conditions as my executor shall
determine, and to execute and deliver good and sufficient conveyances, assignments and
transfers thereof, without liability of any purchaser for the application of any
consideration; to borrow money and to secure its payment by mortgage of real or personal
property, pledge of investments or otherwise, without liability on the part of the lenders to
see to the application thereof; to retain any investments at discretion; to invest and
reinvest at discretion, without restriction to so-called "legal investments;" to make
distribution in cash or in kind; and to do all other acts and things necessary or appropriate
in the management, administration and distribution of my estate.
AFF®INTl~/IENT GF' E~ECUT®R
EIGHTH: I appoint RONALD J. KESLAR executor of my will If RONALD 3.
KESLAR is unable or unwilling to qualify as executor or having qualified is unable or
unwilling to act, I then appoint DANIEL C. HOSLER as executor hereof. I direct that my
executor shall not be required to furnish security in any jurisdiction.
INTERCHANGEABILITY OF LANGUAGE
NINTH: Words used in the singular may be read to include the plural or the
plural maybe read as the singular. Similarly, the masculine form may be read to include
the feminine and neuter; the feminine may be read to include the masculine and neuter;
and the neuter maybe read to include the masculine and feminine.
HEADINGS
TENTH: The headings used on the various paragraphs of this will are included
for convenience only and shall have no legal significance.
I have signed -this Will on August 3, 2010.
LINDA M. TUCKER
i
Witness
ACKNOWLEDGEMENT and AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF DAUPHIN
I, LINDA M. TUCKER, the testatrix/or in, and .l>e~r z ~ i~~ f'-2 ~ ~r'-
and ~ ~, ~,~,~ ~ ~~,ft~~ ,r~ ,the witnesses to the last will, the attached
or foregoing instrument, who have signed the instrument, having been duly qualified
according to law do depose and say:
(a) tha± I, the testatrix/or, do hereby acknowledge that I signed and executed the
instrument as my last will, that I signed it willingly and as my free and
voluntary act for the purposes therein expressed; and
(b) that we, the witnesses, were present and saw the testatrix/or sign and execute
the instrument as her last will, that she signed it willingly and executed it as her
free and voluntary act for the purposes therein expressed; that each of us in the
hearing and sight of the testatrix/or signed the will as a witness and that to the
best of our knowledge the testatrix/or was at that time 18 or more years of age,
of sound mind and under no constraint or undue influence.
~---r/~ G~~ , ~
L A M. TUCKER
Q Witness
~~a /?,r / . ~ /~ c.~'l~ .tom
CohRvI~NWEALTf ` OF PEI~T~TSYLVANIA Witness ~
'-'~NOTAR.zAi. sBAi.
Aaron C. 7ackson, Notary Public
Upper Allen Township,.Cumberland County
My commission ex fires May 07, 2Q11 ~~
Notary Public
PSE(~k
July 28, 2011
Account # 0163XXXXXX
TUCKER ARENSBERG PC
PO BOX 889
HARRISBURG, PA 17108
Dear MR JACKSON:
The following is the status of LINDA M TUCKER'S account with PSECU as of the date of death.
Joint Owner's Name NONE
Date of Death 05.01.2011
Date of Birth 07.03.1958
Share Description Open date Balance Accrued Dividend
S O1 Regular Shares 10.14.1992 $ 282.02 $ 0.00
S 07 Money Market 10.14.1992 6,049.03 0.00
C 50 9 Month IRA Certificate * 09.20.2004 86,570.47 0.00
* Designated 1RA Beneficiary - DANIEL HOSLER
The dividend earned from January 1, 2011 through the date of death was $250.83. The decedent had no loans with
us. We do not have safe deposit boxes for our members. If you have any questions, please ca11234-8484 in
Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227.
Sincerely,
U ~ _,
Jo olbin
M tuber Service Representative
Finance Support Unit
Pennsylvania State Employees Credit Union
P.O. Box 67013, Harrisburg, PA 17106-7013 • 717.234.8484 • 800.237.7328 • » psecu.com
THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION. EQUAL OPPORTUNITY LENDER.
Sovereign
Court Ordered Processing \ Decedents - MA1-MB3-02-10 - P. O. Box 841005 -Boston, MA 02284
July 15, 2011
Tucker Arensberg, PC
111 N. Front Street
PO Box 889
Harrisburg, PA 17108
RE: Estate of Linda M. Tucker
Date of Death: 05/01/2011
Dear Mr. Jackson:
Per your request, enclosed please find the account information as of the date of death
for the above-named decedent. For your information, accrued interest is not included in
the date of death balance.
Please feel free to contact me if I can be of any further assistance.
Very truly yours,
~ ,'
Helen Alboth
Lead Specialist
617-514-5189
a~
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
163-48-3342
DATE OF DEATH: May 1, 2011
Account #: 0351062262 Type: Checking Open date: 1/11/1988
In the name of: Linda MTucker - (Ronald J Keslar-POA)
Date of Death Balance: $4,029.46
Int.(YTD) from 1/1/2011 to 5/1/2011 $0.00
Accrued interest to date of death: $0.00
Other Info: Account closed 6/17/2011 -$1,488.84
Linda M. Tucker
Page 1 of 1
Ronald J. Keslar
47 Barrens Church Road
Dillsburg, PA 17019
717-432-9039
e-mail ronaldnakeslar.net
Date: July 29, 2011
Subject: Mileage & Travel Expenses-Estate of Linda M. Tucker
To: Aaron C. Jackson, Esquire
111 North Front Street
P.O. Box 889
Harrisburg, PA 17108-0889
Dear Mr. Jackson:
In order to organize and attend to the Estate of Linda M. Tucker, it was necessary to
travel. Attached is a list of travel and related mileage. The following is a list of meal
expenses:
DATE
Ma 1 2011 REASON
Out of area travel to Mifitintown to meet w funeral director and EXPENSE
25.62
Ma 4 2011 Out of area travel to Mifflintown for funeral service 16.84
Ma 6 2011 Out of area travel to Mifflintown to confer w deceased mother Doroth Davis 32.17
Ma 18 2011 Travel ~ Carlisle Courthouse re: will 9.55
June 30 2011
Jul 3 2011 Out of area travel to Mifflintown to confer with Doroth Davis re rave marker
Out of area travel to Mifttintown to confer with Doroth Davis re di 'tion of 26.81
31.05
Total meal 142.04
Sincerely,
~--- .~
~_-~~~
Ronald J. Kesla
DATE REASON FOR TRAVEL MILES DRIVEN
Ma 1 2011 to Mifflintown area to meet with funeral director r 167
Ma 2 2011 to home of Linda M. Tucker to ins and secure it 44
Ma 4 2011 to Mrfflintown area for funeral and raveside services 179
Ma 5 2011 to home of Linda M. Tucker to ins and secure it 44
Ma 6 2011 to Mifflintown to confer with Doroth Davis mother of deceased re estate 144
Ma 9 2011 to home of Linda M. Tucker to ins and secure it 44
M 13 2011 to home of Linda M. Tucker to ins and secure it 44
Ma 13 2011 To Harrisbur to confer with attom r ar'di estate 41
Ma 16 2011 to home of Linda M. Tucker to ins and secure it 44
Ma 18 2011 to Carlisle-Cumberland Co. Courthouse re will meet re . from a office 32
Ma 18 2011 to home of Linda M. Tucker to ins and secure it '~4
Ma 23 2011 to home of Linda M. Tucker to in and secure it 44
Ma 25 2011 to home of Linda M. Tucker to in and secure it 44
Ma 27 2011 to home of Linda M. Tucker to i and secure it 44
Ma 30 2011 to home of Linda M. Tucker to ins and secure it 44
June 1 2011 to home of Linda M. Tucker to ins and Beare it 44
June 3 2011 to home of Linda M. Tucker to ins and secure it 44
June 6 2011 to home of Linda M. Tucker to ins and secure it 44
June 8 2011 to home of Linda M. Tucker to in and Beare it 44
June 10 2011 to home of Linda M. Tucker to i and Beare it 44
June 13 2011 to home of Linda M. Tucker to ins and secure it 44
June 16 2011 to home of Linda M. Tucker to in and Beare it 44
June 17 2011 to home of Linda M. Tucker to in and Beare it 44
June 20 2011 to home of Linda M. Tucker to in and Beare it 44
June 22 2011 to home of Linda M. Tucker to ins and Beare it '44
June 24 2011 to home of Linda M. Tucker to in and ware it 44
June 27 2011 to home of Linda M. Tucker to i and Beare it 44
June 29 2011 to home of Linda M. Tucker to i and Beare it 44
June 30 2011 To M'rfflintown & Yan to wafer w Mrs Davis & order rave marker 186
Jul 1 2011 to home of Linda M. Tucker to ' and Beare it 44
Jul 3 2011 To Miffiintornm & vicin' to wafer w Mrs Davis re: estate 144
Ju 4 2011 to home of Linda M. Tucker to i and secure it ~
Jul 6 2011 to home of Linda M. Tucker to ins and Beare it 44
Jul 8 2011 to home of Linda M. Tucker to in and Beare it 44
Ju 11 2011 to home of Linda M. Tucker to i and Beare it 44
]u 13 2011 to home of Linda M. Tucker to i and Beare it 44
Jul 14 2011 To Harrisbu to wafer with re estate 41
Jul 15 2011 to home of Linda M. Tucker to i and Beare it 44
Jul 18 2011 to home of Linda M. Tucker to i and secure i meet w realtor 44
Jul 20 2011 to home of Linda M. Tucker to in and Beare it 44
Ju 22 2011 to home of Linda M. Tucker to i and Beare it ~
Jul 25 2011 to home of Linda M. Tucker to ins and Beare it ~
Ju 27 2011 to home of Linda M. Tucker to i and Beare it ~
Ju 29 2011 to home of Linda M. Tucker to i and Beare it ~
Jul 29 2011 To Harrisbu to att s offiw re estate matters 41
Total miles 2559