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Home My WebLink About02-1000Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of S . Allen Kerns also known as Judith K. Hunter Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) Deceased Social Security No. 170-28-0591 ^X A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the executrix named in the last Will of the Decedent, dated 09/27/1967 and codicil(s) dated 10/05/1994 none State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: n a B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente life; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: or principal residence at 100 Mt. Allen Drive, U er Allen Townshi (list street, number, and municipality) Decedent, then 89 years of age, died 10/27/2002 at Messiah Village, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: none 740,000.00 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the a ro riate form to the undersi ned: Si nature T ed or rinted name and residence ~~ Judith K. Hunter ~, ,~., ~ ~,, ~ .~~ ., ~,,, ~> 506 Gale Road, Camp Hill, PA 17011 ~ ~ y'9- 9 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. No. ~~...Qo2 -02000 Form RM/-~ (1991) (COMPLETE IN ALL CASES:) Attach additional sneers Ir necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. ~ --~-~ L~ ~~ ~, Sworn to or affirmed and subscribed -";t~"` ,~ ~~,~`~"` Judith,,Y~::t Hunter before me thisay of ~,' For the P,egist~~, J`"'`~ No. Estate of S . Allen Kerns Deceased Social Security No: 170-28-0591 Date of Death: 10/27/2002 AND NOW. , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters OX Testamentary ~ Of Administration (c.t.a.; d.b.n.c.t.a.; pendente life; durante absentia; durante minoritate) are hereby granted to Judith K. Hunter in the above estate and that the instrument(s) dated 09/27/1967 10/05/1994 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters . $ 445.00 ~~ir~ ~ ~7 ~Z~~t~ ~-~.eJ~ ~C ~ a - Short Certificate(s). ~~ ~ . $ Renunciation. $ Affidavits ( ) Extra Pages ( i~ ) Codicil . . JCP Fee 15.00 $ (~ ~ ~~ $ IU,~~ C? Inventory. $ ~~~ j 1, ., ,.-,~ / Regis*.er of Wills Attorney: Edward P. Seeber, Esquire I.D. No: 76084 JAMES, SMITH, DURKIN & CONNELLY Address: 134 Sipe Avenue Hummelstown, PA 17036 Telephone: 717/533 - 3280 Other $ ~... TOTAL. $ '~:$8- ~/~1~1.5 v Prepared by The Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form f;H/-1 (1991) ARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. _ ~.. _ ; _ µ. ., S. A11en Kerns Male , , 170-28-0591. _ _ _ _ Oct.. 27, 2002 . Jan. 19, 1913 _ Reading, PA Messiah Village Cumberland Mechanicsburg White _ Owner/Operator , . ; ,. , r _ ; ~ _ No Widowed ;' ,, 100 Mt. Allen Drive Mechanicsburg PA Judith A. Hunter James Kunkle -; Bean F. H, & Cremation Services, Shllington, PA.__ _ Myelodysplastic Syndrome __ ____ __ ___ NIDDM 06-080 Birdsboro ., !z.~J.i 4V iii _tl L :~iv ~ i s_ ~~~ I ~ ~~Z. ~I:3 ~?~D, That I, ~. '~~_~:~i~ h . ~ 5, c;r ,",hill L:t:~-~t;,ri, ~'~~rks county, r'ennsylYr:~.nia, bein of .~~ound ;rind _i ~ di.;posJ_~_, '1~ru'OrTT a'lu nOt aCtin~ under duress, r~'.enaCe, -fr~:u'3, C)=~ z.zndu4' 1:Lf~Ui=nC`' Of ~.nTT °)e.='SJn;~ ~~I'lO~sOevF'1", ''~.!~! ''2e3^t;~~V :; a.~E3, ~li~:~ ~.ti:~ a.nd ~~.ecl .xre t'.'"lis -co be :~y last ::liJ_?- :~.zd Test. ~c:.~t , ~~?e ~ e~-;V ~x~re~~slr revoking _:1.1 -~,ther :'i~ls and Codicils `; r^:v _~er..`;o{'o_'e rude . ~.i~~~I°i 1. I order and direct than .~~ l ~~' ,~,y just 7 ~bt^, ~!edir.-y~ :~r~d f~.~neral e~er~ses be ra:,.d as soon ai:t:~.r mu ;a.ec~ ~_~e _.,~ '^~.y ';o ~'~~und convenient. "~ ` J_~~.,I. 2. I _;ive, devise and bequeath y, ,ti~riether real, x;ersone~l Cyr ??:1Xed, Of whate~T'~r " a'~1~'., and y`I}1? `"'~°VeI"' si to ~ ~e , ~sr'~ich I may o~rn or ~~av-, the right to a i_ ~ ,os e cif ~ th~=;~ tir:e ~f my de_;th, or to >>rhich I or ray est:-ate ~a;r he r_°e . !'ter beco~,~e ~ntitl-E:d, unto ny beloved ',•lif-, VI~IJ~,~' 's tL~~~t~;`_:~, tc ~~ave a~:~~~. t+~ k~old the same to her own use -absolutely and forevr. '~avin,:; every c:,~;fi.dence t?iat my `.•aife ,.~z:~~ :~e any _ ~,c,,, ~r_t~;r hat I may leave for t'~.le 'c~e5t interest of our e~,hiidren, as ~:an11 s for herself, therefore, I r~urposely m~arve rso ~r_ ~vis;~arw fc~r° o~_zr. hild-ren. I`.L : 3. In c~~_se mtr '~~ife, the said 'TI~L~~i' ~:~ 1_:,_t~;:~, s}gal-1 Ot SLi_'eT:LVC-'. rte, Or 1n t~e event t~iat 1t sial.~ ':iF 1.?"1'F'~OSS1rlr ~..^~ ete.~~;-:ine ~ahicri of us died first, a:s t'ne result ~~f _ r'.cJ~`"mon alamit°~ cr otherwise, then and ir_ that case I order Inc, a-~_rect ~,;~~at all cf my ~ro~>erty, whether real, ~~ersona~_ or ~,2ixe~., of MORGAN D. REINBOLD LAWYER 418 FRANKLIN STREET READING. PENNA. ~ // d _ - l- w?~iatev~;r nature and va'~eresoever situate, ,ahic'r~ 1 ~<~;r ~:;~,;n ^:r' ~,,a~re tale r1F-"r:lt to di sr~ose cf ~t tht: time of :ay d~:at~n., ,~ tc; ~.•r'r.~ i;,?~ I ~.. or :~?y Fist= to ::gay hereafter beco:~e entitled, be sod ~~ a~ic:~ co~~ver~ted into cash and divided into three equal .arts and r_~i~-~osed ~; ~~' ~s hereinafter rrovided:- (a) 1 tart to mfr Duu~'~ter, JO.~iT K. CST~.I`;G, `;1ife aa- :CIO i~"~r~D ?'~. C~I'LI~iG, ii' she s'l~all have attained t'~~~ a~~;e of ~~ y~~e.rs - ~ s or to her issue, he.r surviving, r_,er stirpes. T Tom' 3 T_'[T, T:'~':l '~....-, T ~b 1 part to ray Daughter, JLDITI~ ~~. __.T14 ~ ~~t, ;~,ife ~~f JO.~.rT-z T~. r~ luT~n, J~. , if she shall have a.ttain.ec:~ the ~~~;e of {~ years, or to her issue, her surviving, net ;:.ti.rr ~~~. _~ . c 1 tart to my won, Jt;Y '30I3:~~~T Fz'~.'~~~5, i.P h.e s~:al '.,a~;e a:tt3i.ned the ar,e Cf ?i~ years, or tC ~'11S 1SSLie, ~^i7_;:~ sL1rvl.ViT"T`, 'ier ~:_~t i. r.Yi? s. iT;~~ 4. I order and direct that all 'ce,~uest~., dF;~-~.~~~r~ ~.nd le-acies made in this my Last `.1111 and Test:~m~~nt and, i~: n'r ,~od.icil thereto, shall he made free and clear oi" any in.her t~~nce, ;tr=~nsfer, s?~ccessiorl, le~~ac~T or est=~te tax, nd t~t ~1:~. s;:~~~h. ~'.t:':,A.~ G~il~.'~.t c.~ar€~e.'~ s.h _x.11 ,~F.~ T,'aid. Vut o~ L~Z` ~~~r~Ll!rJ. ~;."A1 .~1 mrY "'~'nera.l eSt<ate tO t:'le Sa:?le effect as if s?zch is{:`' a ..n ~^~ i` t+:F_?'~E,' I~~X~en..eS cf admlrilStratl0n {:?f my e:',t~:,te. .... ' or .er anc. lr ~ - ~V1CF'S ,;.r~' aTra.ilable, my her^1~1,`'aftE,'r n`~TIleCa ~~<>CCUt.L'i~': S'~c'.1~. ,_'~~:'_ii T' x `•- -. -2 •~~ ~ - r . ~1'~~i~"~,T "_l: ~J . ~.:~Ii`~ L~OT1D, .~J'Y~• , c3..°,• th.r~ T ~ NJV~Cr 1Y1. tip': ,~z~:a::_ 7 n1 StY` ^ ~i ,..:~ :~ F ~ _,~, I'":?r PS t':~~:~c?, ~eCzUSP, he 11.rt::i Serve d aS A1y Lawyer d.?ar~;_rir~ i"!:." 11f'e~~_^.-e ,an:~ ~~,~ f~z:^.:ili ar tai th my aff-ir:=}. 1~;,,~T,'` 6. I here'c~r r,.~:~mi.na.te, con.st Mute -.-~i~~ ~.~,~;,~in±; ,:~`r -.:, :all 'i: 1. ..L ~~, 1J 1'~.-1.r ~~1 .7• r_.._~..iTY .i~, t~~' :=x`CL~i~r. -L~~ C)r i '. :. ... ~'~ l~.s~ `il_l ~.ric~ Te~~-czment. ;S~;i'ipvPr, Z. rl t~:lu C'r ~.n v til.. l: ,Riz ~"y .. 1. r r~ _..~ _C... _..~ f?~'~ ;~i° MORGAN D. REINBOLD ~ ~'. ~.- , C) ~ ~ L~~~~~~i.J S.e to a.Ct .fix. T' -F-x~.., .. ~ i ~ ~_CZt_-~ CJ ._ ~X"C~_. ~~ .-_.~ ~ ';~ i ~ _ + ~, LAWYER 416 FRANKLIN STREET ~ +% READING, PENNA. j -'~~ s ~~ ~ _ .. ,~e TL '.ii? .'•....''i tic'!.-V ~ V "Y'~''`_J v l~ ~ll.. ~~t j_'~ , .. v.~-~T1. 1~..i I.rn ..._ ~7 _ ~J..lv Y! .1:~?~- e C~: i l~.ren, the c Aid JCS ' ~ i~:. GSTI,ITT A ~ ~-~,.~ ~..t-- ~'~ ~1 ~ ~ " _. . s--„ 7 -, -,. , ~ ~ ~ ,~ ~ . e.- ._. .__,~ ._:~~_ ~`ii~.x 'wile ~ 3.1Q c~_,.~ }i~ '~ :t -. .. ,~ >.... - C _ ,-. 'r.~f" .~ c1.a _ .i.i.l ._ r`.riil iE::~ri:'~:ulE~'nri • -, . ._ .;, , . ii.~iQ 1 dlr'eC t, t~:iclt; I:i.O ~'t;~._'_ u~_ ~ .,., ~ ~.r V~ es,_ . ti _ •1 ... .. _~_-~ " ": .i'~.'! ~. L".~' :_%i ti,'~'c.Yt ~1'.%cl,l~ yr ~ ;._E, ..'":~',i.i ~lX.~~'.Y'. e i~~eci.i 'vLrci ...:.1 1i ~.~..?i~.1•..: _i._.i i_':~~e _ . ~_ _.. .i~ __. .._v ~. ,~.- _ , _ ,~ i ; ~, tt W} ( 11:, -. :. ~.U v~J l.x. ~l ~J ,... i:] .~. Ur.P•, ill. ._ •_1. .-11 ~~ ~J. ~.. ..i i,... ... _ .- ~ --- ~ - ~~ ivate s~Alr~, ,~~~_:a ~ i t' „u ~., z.z°~~r c _ ~~ ' ~ - 7 ,.'L' a_ ... V _ _'~_~ 1:.i c ~ E:'r ~; 1T ..~ lon,: ~ .. ti'. .V ~. T:1~7 C,~ ~i l~ ','. i~ ~ , _t ,.. ~.~~ ,~r j.`~~' ~~. :. 5. ^_ ~ ~;1..;_ ..~,~~tJr~ u _.~~ I ~i~j' .,'~•~n ~, ~,'.~- t~~:e of ~y a:c,_ .. , _. r_, ~ i .. ~"?.~ ~ ~ ~ ~ V uir r" ~ 1 ~,. Ci...'.re tt~ .. a_ i _ ~ _ '1 ..,..~ - _. ~ `- - ~ .,L ~ _., ~!_(~ C 7-w .. .. .. ~ ~ __- .- _~" cf n ~" "~ ~' ~ .;r ~iT~~>~ and for =~~zc'~ ,-.nice cr Vices -nom ttirc~~. .. ;c.i "^_:i: .. t'_~y ,; _~ v . __ ~ - _ _ a ~ ', , k _i ~ ,r,, '.'.;.i7 '' C(~. "1'~PY' pt~ct• ~'~`~, L7tJT v`-'C'ra c.:i1 ~ :-i"t.1~~1 c1'`'iit ;J._E:'+L _, ... .~'~_.._,. , .. ~r~r~t .n~ c;nv~~ tr~.~ : e r1 tom- ~ ~ -~~ v_l~ r ~LLrCyiaSer ~ ,~~, C' .'1. ~1'._ti ~ .. , ~ ~~,~~_.~ n," o~ .l ~~~~~.tion orl tree ~; ra.rt of t~~^ latter uc ? oo=~- _ ;,« thy:' ~.. I,1' r LJ ~Ty >f t~~~~ r~~c~aed ~ of ,~~~ s-ale , :,r ;,o bF~ ~~e~;;c~is; ,1_ -,~~~'~ . ~ ~.~ c .. _ co =oanc~ c r~l m~ro~11~, i e o~' ~, ,. ~r~~vis J V ~_\. e tale ~; '. s e r ~ -~ , i; ~zr I , ~~ ~., ~_ . ,..1 s_ .r ~ ., ~_ , , Clc 3 1'rS C1c~r CBS a.etiJtS .n.~ Cl?Yi1.:.YidS `t`'1<:ttSC?E'.Zr°~ _~:~~;~ ~ Cir :_.~ T. _,."Ti;r . , , f te a~ <tit, ~ull~ s I ,~ _1< do cc: if I ~,,;U»~~ 1.y~rin~. ~c _.~ . . . . I`"T ~;ITi~~S ~ .~ _'.~ __a~r I ~~~avP '~iereunto sub::~~. _ ~;~~d :L;~ 1` _~r~r- ~.'~_~; a_f? fixed a~T~ Seal to this my last; ~.,~il ~ and ier~ u~:r~~~_t, cons ~ ~inr .~ of 4 t~~,e~:~ritten pages, on ~'wiE- :::a-,gins ~~vher_eof, _r.c,lUdin.r t~~~e last I «ave also affi>:ed my Tame at Reac~.inz , ~ ~i~is.r 1~-<r ~~.~., t'~i ,~ ~~ ,mil .~+ /T ~~~7 S . ZT ~i : Y~. ~Ti ~.:~ MORf3AN D. REINBOLD LAWYER 419 FRANKLIN STREET READING. PENNA. '~~his instrl.~r_ent, cansis ping of 4 t;~~~pe;Airi~-teri pa.Tes each be~~rira the si~,nature cf t'~le a'tJOVe nal~ned :~. LLB ~. '~`~~3) , :~s b~T niin on the date Hereof, sued, published ~~u~. declar•~d b~T iITI to be iris last Will and Testament, in Qur prh_ence, ~,~_^.c t~.t is re;luest and in pis tiresence, and in t:ne pre:~ez: ce of c~a^, z:. ,~ther, E' 'CelleV1.21{?; ~'11Il1 tC be Of sCia.nd c'~nd diS"?OSinF~ "11nG_ anQ T':"~:~C~r~, lla'fe ~~~,,~ ereuntQ subscribed our ~Ta~es as '~:i messes this _~:1 -- day of `) _~;;~ z, _A . ~ . , 1962 . ~; ~- ~ .. -, i j~ / /,_1 ~.._1 ~~~~ t_-( -L~~L;~ , 418 Fran~lin Stree ~, Readin~~, i'Unr~a. '418 Franklin ,street, Readin, 'rn~{=~. ~, I c ~,I-~-- ~ T: _. a ~ 1`~L~ air' ~.Cf:, '1~ /~" ~ iJA t_ rii/ S Tom' ~ ( C' T ~ rr~ /Y Tc.~ % .~-i /_ .~:;" X E C ~ c T ~ %t' C s .___ ' c~~~~ ~ a ~ ~ ~' ~ MORGAN D. REINBOLD i'i LAWYER I' 41B FRANKLIN STREET ~~ ~~ READING. PENNA. Y IRST CODICIL TO LAST WILL AND TESTAI~AENT S. ALLEN KERNS I, S. ALLEN KERNS, of the Borough of Shillington, Berks County, Pennsylvania, declare this to be a codicil to my will dated September 21, 1967. FIRST: I hereby revoke the first two paragraphs of Item Six and hereby modify Item Six by adding thereto the following paragraph: I nominate, constitute and appoint my daughter, Judith K. Hunter, as the sole Executrix of this my Last Will and Testament. SECOND: In all other respects, I do hereby ratify and confirm my will dated September 21, 1967. IN WITNESS WHEREOF, I have hereunto set my hand and seal this „~ day of ~~ -~"'r ~.~ ~'1J 1994 . ,, / Allen Kerns Signed, sealed, published and declared by the Testator, S. Allen Kerns, as and for the First Codicil to his Last Will and Testament, in the presence of us, who at his request and, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. ~~ ~ 1 _.~/ 4 ~ F• REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS (each) a subscribing witness to the law, depose(s) and say(s) that the testat ,sign the same and that present and saw signed as a witness at the request of testat in h presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of 19. Register (Name) (Address) (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS ~-- (each) a sul3scriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that ~,,, , ~1, z familiar with the signature of ~ ~ ~ ~ ? ti ~ ~ ~ '~ ~ ~ , odici testat ~~ ~" of (one of the subscribing witnesses to) the wi p ted herewith and that w''`- believed the signature on the ~ is in the handwriting of 1j ~ ~~ ~ i j ~~t' ~~ iL' `'~ to the best of ~ ~~ l<.nowledge and belief. Sworn to or affirmed and subscri'ed before me this ~ ~ day of - ~ y Register ~J ~~ codicil will presented herewith, (each) being duly qualified according to d ~1 l u. - r~ ~ / 'JtiA~-~t !Name) i A dress) `~~"" t-~ ~ ~ _ ~ti='~..~ _ S~~1c~ C~~a ~~~ ~~~~-~~~~ (Address) ~ ~~)/ ~/ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: S. ALLEN KERNS Date of Death: October 27, 2002 Will No. Adm. No. 2002-01000 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 12, 2002. Name Address Joan K. Ostling 280 Hillcrest Road Ridgewood, NJ 07450 Judith K. Hunter 506 Gale Road Camp Hill, PA 17011 Jay Robert Kerns 1620 Commonwealth Blvd Kenhorst, Reading, PA 19607 Notice has now been given to all personal entitled thereto under Rule 5.6(a) except r Date: :^ ,' ~~ .-~ Signature Name Edward P. Seeber, Esquire Address 134 Sipe Avenue Hummelstown, PA 17036 Telephone (717) 533-3280 Capacity: Personal Representative X Counsel for Personal Representative Register of Wills of CUMBERLAND INVENTORY Estate of S . Allen Kerns Personal Rg~yresentative ~~ \ •~~ Signatur\•-., `~ ~. ~. ~ ~~Q ~ Ju i h K. Hunter Signature: also known as Address: 506 Gale Road Judith K. Hunter, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Edward P. 5eeber I.D. No.: 76084 Address: 134 Sipe Avenue Hummelstown, PA 17036 Telephone: 717/533 - 3280 County, Pennsylvania No. 2002-1000 Date of Death 10/27/2002 Deceased Social Security No. 170 - 28 - 0591 Camp Hill, PA 17011 Telephone: 717/737 - 9933 Dated: ~, - ~1 - C' Ivv I t: i ne Memoranaum or real estate outslge the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-7 (1992) INVENTORY Estate of: S. Allen Kerns Date of Death: 10/27/2002 County: Cumberland CASH: Bean Funeral Home - Pre-Paid 3,057.00 Funeral Fulton Bank - CD ~~016-0602607; 10,000.00 opened 04/06/1989 Accrued interest through date 27.54 of death Fulton Bank - CD ~~017-0205305; 5,000.00 opened 04/17/1995 Accrued interest through date 6.69 of death Morgan Stanley Account ~~716 37,513.57 011526 015; held in decedent's name individually - Active Assets Money Trust Wachovia/First Union - Savings 938.45 Account ~~3081980567087; Titled in decedent's name individually Accrued interest through date 0.19 of death 56,543.44 -1- PERSONAL PROPERTY: ------------------ Miscellaneous household furnishings in room at Messiah Village 500.00 500.00 STOCKS/LISTED: -------------- 600.00 shares Morgan Stanley Account ~~716 011526 015; held in decedent's name individually - Textron Cap 1 Tr 7920 500.00 shares Morgan Stanley Account ~~716 011526 015; held in decedent's name individually - Nipsco Cap Mkts 7750 1,216.00 shares Morgan Stanley Account ~~716 011526 015; held in decedent's name individually - Lucent Technologies 4,460.00 shares Morgan Stanley Account ~~716 011526 015; held in decedent's name individually - OGE Energy Corporation 700.00 shares Morgan Stanley Account ~k716 011526 015; held in decedent's name individually - Hospitality PRP Tr 9.50 Ser A 3.00 shares Morgan Stanley Account ~~716 011526 015; held in decedent's name individually - Agere Systems Class A 15,027.00 11,718.75 1,216.00 67,334.85 17,939.25 3.09 -2- 500.00 shares Morgan Stanley Account 12,648.75 ~~716 011526 015; held in decedent's name individually - Abbey National PLC 7.25% Ser 200.00 shares Morgan Stanley Account 3,467.00 ~~716 011526 015; held in decedent's name individually - Aquila Inc. 79.00 shares Morgan Stanley Account 82.36 ~k716 011526 015; held in decedent's name individually - Agere Sys Inc. C1 B 1.00 share Morgan Stanley Account 10,000.00 ~~716 011526 015; held in decedent's name individually - 10,000 FHR 2102 Government Security Morgan Stanley Account ~~716 30,150.00 011526 015; held in decedent's name individually - 30,000 Wamms 02-ms2 Morgan Stanley Account ~~716 44,995.50 011526 015; held in decedent's name individually - 45,000 GNMA Morgan Stanley Account ~~716 45,225.00 011526 015; held in decedent's name individually - 45,000 GNMA Morgan Stanley Account ~~716 45,208.62 011526 015; held in decedent's name individually - 45,000 CSFB 2001 Morgan Stanley Account ~~716 44,721.50 011526 015; held in decedent's name individually - WAMMS 02-MS2 -3- Morgan Stanley Account ~~716 7,072.00 011526 015; held in decedent's name individually - FN/GN 93 10,000 FV Morgan Stanley Account ~~716 2,137.64 011526 015; held in decedent's name individually - FH 94 1653-C Morgan Stanley Account ~~716 7,052.50 011526 015; held in decedent's name individually - 7,000 FH 94 1653-D Morgan Stanley Account ~~716 3,442.08 011526 015; held in decedent's name individually - FHLMC 1068-E, 20,000 FV 240.00 shares Morgan Stanley Account 6,426.60 ~~716 011526 015; held in decedent's name individually - Merryll Lynch & Co. 9% Cu Pfd 1,562.00 shares Morgan Stanley Account 20,794.13 ~~716 011526 015; held in decedent's name individually - AT&T Corporation 2,158.00 shares Morgan Stanley Account 56,313.01 ~~716 011526 015; held in decedent's name individually - BellSouth Corp 1,137.00 shares Morgan Stanley Account 20,909.43 ~~716 011526 015; held in decedent's name individually - Fulton Finl Corp PA 4,475.00 shares Morgan Stanley Account 113,228.69 ~~716 011526 015; held in decedent's name individually - SBC Communications -4- 600.00 shares Morgan Stanley Account 15,171.00 ~~716 011526 015; held in decedent's name individually - Hawaii Elec 8.36 sers 2,471.00 shares Morgan Stanley Account 90,654.81 ~~716 011526 015; held in decedent's name individually - Verizon Communications 700.00 shares Morgan Stanley Account 9,716.00 ~~716 011526 015; held in decedent's name individually - Nuveen Penn Premimc Muni Fund 629.00 shares Morgan Stanley Account 16,159.01 ~~716 011526 015; held in decedent's name individually - Phone Poulenc 8 1/8% Pref A 600.00 shares Morgan Stanley Account 15,411.00 ~~716 011526 015; held in decedent's name individually - NatWest BK PLC 7.785 Exch A PF 734,225.57 TOTAL RECEIPTS OF PRINCIPAL ............... 791,269.01 -5- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002078 SEEBER EDWARD P 134 SIPE AVENUE HUMMELSTOWN, PA 17036 -------- fold ESTATE INFORMATION: ssrv: ~7o-2s-o59i FILE NUMBER: 2102-1000 DECEDENT NAME: KERNS S ALLEN DATE OF PAYMENT: 01 /23/2003 POSTMARK DATE: 01 /21 /2003 COUNTY: CUMBERLAND DATE OF DEATH: 10/27/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 533,601.50 TOTAL AMOUNT PAID: REMARKS: EDWARD P SEEBER ESQ CHECK#103 SEAL INITIALS: CW DONNA M. OTTO RECEIVED BY: REV-1162 EX111-96) 533,601 .50 DEPUTY REGISTER OF WILLS REGISTER OF WILLS q' 17-99- REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1500 EX + (6-00) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R 0 E E S N T o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LASl. FIRST, AND MIDDLE INITIAL) Kerns S. Allen DATE OF DEATH (MM-DD-YEAR) ,AND MIDDLE INITIAL X 1. Original Return 4. LImited Estate X 6. Decedent Died Testate (Attach copy of Will) o 9. LItigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 010. FILE NUMBER COUNTY CODE C- OFFICIAL USE ONLY 21-02-1000 YEAR NUMBER SOCIAL SECURITY NUMBER 170-28-0591 THIS RETURN MUST BE ALED IN DUPLICATE WITH THE None 734,225.57 None None 57,043.44 4,437.14 38,946.78 42,178.46 6,474.50 x X X X .0 0 O~ .12 .15 REGISTER OF WILLS SOCIAL SECURITY NUMBER o o 3. date of death . Remarnder Return prior to 12-13-82) 5. Federal Estate Tax Return ReqUired. 8. Total Number of Safe Deposit Boxes 11. ElectIon to tax under Sec. 9113(A) (Attach Sch 0) .THISiSlCTioN'!\4l1$'I: NAME Edward P. Seeber FIRM NAME (If Applicable) James, Smith, Durkin & Connell, LLP TELEPHONE NUMBER 134 Sipe Avenue Hummelstown, PA 17036 3-3 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule 0) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (SChedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, 8. Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 rninus Line 11) 13. Charitable and Governrnental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (1) (2) (3) R E C A p I T U L A T I o N (4) (5) (6) C o M T ~ A T X A T I o N SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)( 1.2) 16. Amount of Line 14 taxable at lineal rate 785,999.97 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due zoo OFFICIAL USE ONLY (8) B34,652.93 (11) 4B.652.96 (12) 785,999.97 (13) (14) 785,999.97 (15) (16) (17) (18) (19) 35,370.00 35,370.00 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 100 Mt. Allen Drive CITY I STATE I ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1, Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 35,370.00 1,768.50 Total Credits ( A + B + C) (2) 1,768.50 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnterestlPenalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable 10: REGISTER OF WILLS, AGENT ",:",,:,,;,:,:,,;,;,,;,;;,'::,:!:!i'!:!:::'!'!::i'!ii!!!!i;i:;ii;i;:iiiii:!!!!!!!!:ii:::::i:::;"i!jjj;!j!1ji!:;!::;:ii!!i:!!!::!!;;:;;;;:i!!!!!!!!!!!!!!!!!!!::!i:!:!!i!i!iii!!!!i!i!!!!!!!i!!!!lii!i!! !!!!:!!!!!!!!!::!:..:::::::::::::::::::::!!:::!!!~!~~i~~~~i~~i!!i~i~!~[i~~il~!!~i~!: .. pLEASE ANSWER THE FoLLOWING QUESTiONsElY pLAC:INGAN';)('; IN THE APPROPRIA TEElLOCKS 1. 33,601.50 33,601. 50 Did decedent make a transfer and; 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. d. receive the promise for life at either payments, benefits or care? . 2. If death occurred after December 12, 1982, djd 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? . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes No ~~ o o []:I []:I o []] Under penaltIes of perjury, 1 declare that 1 have examined this return, Including accompanyIng schedules and statements, and to the best of my knowledge and beffef, It Is true, correct and complete. Declaration of preparer other than the personal representatfve Is based on all Information of which preparer has any knowledge. SIGNAJ:!"tRE OF PERSO RESPONSIBLE FOR FlUNG RETURN Judi th K. Hunter DATE 506 Gale Road -hc,;,;.h-Hili;-PAh:U6ii-hhwhuw------w-- \- J.\ - 0 'j James, Smith, Durkin & Connelly, LLP DATE _ _ _J,~~_?- ~P~_ _~':'~_~~,,_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ____ _ _ _ _ _ _ _ _ _ __ Humme1stown PA 17036 r dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [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% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse 1rom tax, and the statutory requirements for disclosure ot 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 twenty-one 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% [72 P.S. 9116 (a)(1.2)1- The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72. P .S. 9116( 1.2) [72 P.S. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)). 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. COPyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV-1503 EX + (1~97) COMMONWEALTH OF PENNSYLVANIA INHERITANCET/tIX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER S. Allen Kerns SSf! 170-28-0591 10/27/2002 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION UNIT VALUE 600 shares Morgan Stanley Account #716 011526 015; held 25.045 in decedent's name individually - Textron Cap 1 Tr 7920 2 500 shares Morgan Stanley Account #716 011526 015; held 23.4375 in decedent's name individually - Nipsco Cap Mkts 7750 3 1,216 shares Morgan Stanley Account #716 011526 015; held in decedent's name individually - Lucent Technologies 4 4,460 shares Morgan Stanley Account #716 011526 015; held in decedent's name individually - aGE Energy Corporation 5 700 shares Morgan Stanley Account #716 011526 015; held in decedent's name individually - Hospitality PRP Tr 9.50 Ser A 6 3 shares Morgan Stanley Account #716 011526 015; held in decedent's name individually - Agere Systems Class A 7 500 shares Morgan Stanley Account #716 011526 015; held in decedent's name individually - Abbey National PLC 7.25% Ser 8 200 shares Morgan Stanley Account #716 011526 015; held in decedent's name individually - Aquila Inc. 9 79 shares Morgan Stanley Account #716 011526 015; held in decedent's name individually - Agere Sys Inc. C1 B 10 1 share Morgan Stanley Account #716 011526 015; held in decedent's name individually - 10,000 FHR 2102 Government Security 11 Morgan Stanley Account #716 011526 015; held in decedent's name individually - 30,000 Wamms 02-ms2 12 Morgan Stanley Account #716 011526 015; held in decedent's name individually - 45,000 GNMA 13 Morgan Stanley Account #716 011526 015; held in Total of Continuation Schedu1e(s) 1.00 15.0975 25.6275 1.03 25.2975 17.335 1. 0425 10000.00 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. 21-02-1000 VALUE AT DATE OF DEATH 15,027.00 11,718.75 1,216.00 67,334.85 17,939.25 3.09 12,648.75 3,467.00 82.36 10,000.00 30,150.00 44,995.50 45,225.00 474,418.02 734,225.57 Form REV-1503 EX (Rev. 1-97) Estate of: S. Allen Kerns Sac Sec #: 170-28-0591 Date of Death: 10/27/2002 Item {/ Continuation of Schedule B (Stocks and Bonds) Description Unit Value Value at Date of Death decedent's name individually - 45,000 GNMA 14 Morgan Stanley Account #716 011526 015; held in decedent's name individually - 45,000 CSFB 2001 15 Morgan Stanley Account #716 011526 015; held in decedent's name individually - WAMMS 02-MS2 16 Morgan Stanley Account #716 011526 015; held in decedent's name individually - FN/GN 93 10,000 FV 17 Morgan Stanley Account #716 011526 015; held in decedent's name individually - FH 94 1653-C 18 Morgan Stanley Account #716 011526 015; held in decedent's name individually - 7,000 FH 94 1653-D 19 Morgan Stanley Account #716 011526 015; held in decedent's name individually - FHLMC 1068-E, 20,000 FV 20 240 shares Morgan Stanley Account #716 011526 015; held in decedent's name individually - Merryll Lynch & Co. 9% Cu Pfd 26.7775 21 1,562 shares Morgan Stanley Account #716 011526 015; held in decedent's name individually - AT&T Corporation 13.3125 22 2,158 shares Morgan Stanley Account #716 011526 015; held in decedent's name individually - BellSouth Corp 26.095 23 1,137 shares Morgan Stanley Account #716 011526 015; held in decedent's name individually - Fulton Finl Corp PA 18.39 24 4,475 shares Morgan Stanley Account #716 011526 015; held in decedent's name individually - SBC Communications 25.3025 25 600 shares Morgan Stanley Account {/716 011526 015; held in decedent's name individually - Hawaii Elec 8.36 sers 25.285 26 2,471 shares Morgan Stanley Account #716 011526 015; held in decedent's name individually - Verizon Communications 36.6875 45,208.62 44,721. 50 7,072.00 2,137.64 7,052.50 3,442.08 6,426.60 20,794.13 56,313.01 20,909.43 113,228.69 15,171. 00 90,654.81 Estate of: S. Allen Kerns Soc Sec #: 170-28-0591 Date of Death: 10/27/2002 Continuation of Schedule B (Stocks and Bonds) Item if Description Unit Value Value at Date of Death 27 700 shares Morgan Stanley Account #716 011526 015; held 13.88 9,716.00 in decedent's name individually - Nuveen Penn Premimc Muni Fund 28 629 shares Morgan Stanley Account #716 011526 015; held 25.69 16,159.01 in decedent's name individually - Phone Poulenc 8 1/8% Pref A 29 600 shares Morgan Stanley Account #716 011526 015; held 25.685 15,411.00 in decedent's name individually - NatWest BK PLC 7.785 Exch A PF 474,418.02 REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF S. Allen Kerns SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SS!I 170-28-0591 10/27/2002 FILE NUMBER 21-02-1000 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 1 DESCRIPTION Bean Funeral Home - Pre-Paid Funeral VALUE AT DATE OF DEATH 3,057.00 2 Fulton Bank - CD #016-0602607; opened 04/06/1989 10,000.00 Accrued interest on item 2 to date of death 27.54 3 Fulton Bank - CD #017-0205305; opened 04/17/1995 5,000.00 Accrued interest on item 3 to date of death 6.69 4 Morgan Stanley Account #716 011526 015; held in decedent's name individually - Active Assets Money Trust 37,513.57 5 Wachovia/First Union - Savings Account #3081980567087; Titled in decedent's name individually 938.45 Accrued interest on item 5 to date of death 0.19 6 Miscellaneous household furnishings in room at Messiah Village 500.00 TOTAL (Also enter on line 5, Recapttulation) $ 57,043.44 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-15Ga EX {Re\I. 1-97} REV~ 1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF S. Allen Kerns SCHEDULE F JOINTLY-OWNED PROPERTY SSif 170-28-0591 10/27/2002 FILE NUMBER 21-02-1000 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. A. SURVIVING JOINT TENANT(S) NAME Judith L. Hunter ADDRESS 506 Gale Road Camp Hill, PA 17011 RELATIONSHIP TO DECEDENT Daughter B. c. JOINTLY-OWNED PROPERTY, LETTER DATE DESCRIPTION OF PROPERTY '%OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial Institution and bank DATE OF DEATH DECO'S VALUE OF account number or sImilar Identifying number. NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A 06/29/99 Fulton Bank - Savings 5,927.28 50.00% 2,963.64 Account #0200-04070; opened 10/09/1961; j oint with daughter, Judith A. Hunter 2 A 04/20/76 Wachovia/First Union - 2,946.99 50.00% 1,473.50 Checking Account #1000811469509; held jointly with daughter, Judith A. Hunter TOTAL (Also enter on line 6, Recapitulation) $ 4,437.14 (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (Re'J. 1-97) REV-1510 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF S. Allen Kerns 10/27/2002 SSI, 170-28-0591 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. FILE NUMBER 21-02-1000 DESCRIPTION OF PROPERTY % OF ITEM RELAW8k~gl~ t~b~~~5~~TTA'~J~~~~lJT~E6F t~~~SFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE V AWE NUMBER ATTACH ACOPYOFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 Morgan Stanley Account #716 12,946.78 12,946.78 011526 015; held in decedent's name individually - Annuity held in account 2 Chris Kerns, Grandson - 1,000.00 1,000.00 Gift of $1,000 dated 10/15/2002 3 Elizabeth A. Ostling, 1,000.00 1,000.00 Granddaughter - Gift of $1,000 dated 10/15/2002 4 Jay Robert Kerns, Son - 10,000.00 3,000.00 7,000.00 Gift of $10,000 dated 10/15/2002 5 Jay Robert Kerns - gift 2,500.00 2,500.00 of cash in March 2002 6 Joan Ostling, Daughter - 10,000.00 3,000.00 7,000.00 Gift of $10,000 dated 10/15/2002 7 Judith K. Hunter, Daughter 10,000.00 3,000.00 7,000.00 - Gift of $10,000 dated 10/15/2002 8 Judith A. Hunter - gift 2,500.00 2,500.00 of cash in March 2002 9 Margerite A. Chang, 1,000.00 1,000.00 Granddaughter - Gift of $1,000 dated 10/15/2002 10 Michael S. Hunter, Grandson 1,000.00 1,000.00 - Gift of $1,000 dated 10/15/2002 11 Susan B. Hunter, 1,000.00 1,000.00 Granddaughter - Gift of $1,000 dated 10/15/2002 12 Timothy S. Hunter, Grandson 1,000.00 1,000.00 - Gift of $1,000 dated TOTAL (Also enter on line 7, Recapitulation) $ 38,946.78 (If mare space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) Estate of: S. Allen Kerns Sac See #: 170-28-0591 Date of Death: 10/27/2002 Continuation of Schedule G (Inter-Vivos Transfers & Misc. Non-Probate Property) Item Description of Property # Date of Death % Deed Exclusion Taxable Value Value of Asset Intrst 10/15/2002 REV-1511 EX t (1~97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF 5. Allen Kerns Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. 1. 2. 3. 551! 170-28-0591 10/27/2002 FILE NUMBER 21-02-1000 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES' Bean Funeral Home Funeral bill (extra costs over pre-paid) 219.80 2 Bean Funeral Home Funeral bill (pre-paid) 3,057.00 3 Christian Publications - funeral bulletins 10.60 4 Funeral Luncheon - expense 175.00 Total of Continuation 5chedule(s) 255.30 ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s} Judi th K. Hunter Social Security Number(s) I EIN Number of Personal Representative{s} Street Address 506 Gale Road City Camp Hill State PA Zip 17011 25,000.00 Year(s) Commission Paid: 2003 Attorney's Fees James, Smith, Durkin & Connelly, LLP Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 12,000.00 4. Probate Fees Register of Wills 492.50 5. Accountant's Fees 6. Tax Return Pre parer's Fees 7. 1 Other Administrative Costs Charge for labor and truck - move furniture from Messiah Village 75.00 2 Cumberland Law Journal - estate notice - publication costs 75.00 3 Death Certificates - charge to obtain death certificate for V.G. Kerns (deceased spouse) 6.00 4 Judith K. Hunter - expenses for postage, copies and envelopes during administration 34.18 5 Judith K. Hunter - Executrix charges for mileage to handle estate administration 169.65 Total of Continuation 5chedule(s) 608.43 TOTAL (Also enter on line 9, Recapitulation) $ 42,178.46 {If more space is needed, insert additional sheets of the same size} Copyright (c) 1995 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: S. Allen Kerns Sac See #: 170-28-0591 Date of Death: 10/27/2002 Item # Description Continuation of Schedule B-A (Funeral Expenses) Amount 5 Laureldale Cemetary 6 Steins Flowers Inc. gravemarker engraving charge 91. 00 funeral flowers 164.30 255.30 Estate of: S. Allen Kerns Soc Sec #: 170-28-0591 Date of Death: 10/27/2002 Continuation of Schedule H-B1 (Personal Representative/s Commissions) Item # Description Amount 1 Judith K. Hunter - Executrix Commission 25,000.00 25,000.00 Estate of: S. Allen Kerns Soc Sec #: 170-28-0591 Date of Death: 10/27/2002 Item # Description Continuation of Schedule H-B2 (Attorney's Fees) Amount 12,000.00 1 James, Smith, Durkin & Connelly, LLP - attorney fees 12,000.00 Estate of: S. Allen Kerns Sac See #: 170-28-0591 Date of Death: 10/27/2002 Item {I Description Continuation of Schedule H-B4 (Probate Fees) Amount 492.50 1 Register of Wills - probate fee 492.50 Estate of: S. Allen Kerns Soc See #: 170-28-0591 Date of Death: 10/27/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item {I Description Amount 6 Reserve for additional administration expenses 500.00 7 The Patriot News . estate notice 108.43 608.43 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCETIVl.. RETURN RESIDENT DECEDENT ESTATE OF S. Allen Kerns SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSIf 170-28-0591 10/27/2002 FILE NUMBER 21-02-1000 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION Judith K. Hunter - charge for gas and tolls paid to transport father to doctor's appointments prior to death AMOUNT 1,880.19 2 Messiah Village - final bill for care 4,446.00 3 Mobile X-ray Imaging Inc. - bill for x-rays taken prior to death 26.77 4 Pharmerica - pharmacy bill 73.95 5 Verizon - final telephone bill at Messiah Village 47.59 TOTAL (Also enter on line 10, Recapitulation) $ 6,474.50 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1~97) REV~ 1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF S. Allen Kerns SSit 170-28-0591 10/27/2002 FILE NUMBER 21-02-1000 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do NotList Trustee(s) OF ESTATE 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outright spousal dIstributions, and transfers under Sec. 9116(a)(1.2)j Judith K. Hunter 506 Gale Road Camp Hill, PA 17011 Daughter 1/3 of res idue NUMBER I. 2 Jay Robert Kerns 1620 Commonwealth Blvd. Reading, PA 19607 Son 1/3 of residue 3 Joan K. Ostling 280 Hillcrest Road Ridgewood, NJ 07450 Daughter 1/3 of residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 1a, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON.TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) LAST WILL AND TESTAl'IENT OF S. ALLEN KERNS BE IT REMEl1BERED, That I, S. ALLEU KERUS, of Shillington, erks County, Pennsylvania, being of sound mind and disposing emory and not acting under duress, menace, fraud or undue onfluence of any persons whomsoever, do hereby make, pUblish d declare this to be my last Will and Testament, hereby revoking all other Wills and Codicils by me heretofore ITEM 1. I order and direct that all of my just debts, and funeral expenses be paid as soon after my decease as Iound convenient. ITEM 2. I give, devise and bequeath all of my property, hether real, personal or mixed, of whatever nature and wheresoeveI ituate, which I may own or have the right to dispose of at the tir f my death, or to which I or my estate may hereafter become ntitled, unto my beloved Wife, VIOLET G. KERNS, to have and to old the same to her own use absolutely and forever. Raving every confidence that my Wife will use any property hat I may leave for the best interest of our children, as well s for herself, therefore, I purposely make no provision for our hildren. ITEM 3. In case my Wife, the said VIOLET G. KERNS, shall MOltGAN D. ".'NBOLD LAWYIUt .111 ""ANKLIN .,.,.I:I:T ItIl.ADING. ".NNA. at sUI~ive me, or in the event that it shall be impossible to etermine which of us died first, as the result of a common alamity or otherwise, then and in that case I order and direct Jhat all of my property, whether real, personal or mixed, of /(l ~~k.d~"'(SEAL) 'S. AL 's -1- .~' of" !lJl whatever. nature and wheresoever situate, which I may own or have the right to dispose of at the time of my death, or to which I or my estate may hereafter become entitled, be sold and converts- into cash and divided into three equal parts and disposed of as hereinafter provided:- (a) I part to my Daughter, JOAN K. OSTLING, Wife of RICHARD N. OSTLING, if she shall have attained the age of 30 yea or to her issue, her surviving, per stirpes. (b) I part eo my Daughter, J1JDITH K. lIDNTER, Wife of JOSEPH II. lIDNTER, JR., if she shall have attained the age of 30 years, or to her iss11e, her surviving, per stirpes. (c) I part to my Son, JAY ROBERT KERNS, if he shall have attained the age of 30 years, or to his issue, him surviving, pe stirpes. ITEM 4. I order and direct that all bequests, devises and legacies made in this my Last Will and Testament and in any Codicil thereto, shall be made free and clear of any inheritance transfer, succession, legacy or estate tax, and that all such taxes and charges shall be paid out of the principal of my general estate to the same effect as if such taxes and charges ~ expenses of administration of my estate. IT~ 5. I order and direct that, in the event his ser- vices are available, my hereinafter named Executrix shall retail MORGAN D. REINBOLD, ESQ., as the Lawyer in the administration oj my estate, because he has served as my Lawyer during my lifetimE and is familiar with my affairs. ITEM 6. I hereby nominate, constitute and appoint my said Wife, VIOLET G. KERNS, as the Executrix of this my last W1.ll and Testament. MO"ClAN D. 'UuN.OLD LAW"... "Ill ""ANK""N .T".n .....DING, paN"A. However, in the event that my said Wife shall predeceasl e, or be unable to act in the capacity of Executrix of my esta" ,/7. (J / /;.M --/ci...,..u J.SEAL " '8. ALLEN KERNS -2- . ~ "\fIl then and in that event I nominate, constitute and appoint my three children, the said JOAN K. OSTLING, the said JUDITH K. TER and the said JAY ROBERT KERl'S, as the Executors of this my last ViII and Testament. And I direct that no bond or security whatever shall be required of such Executors hereunder. My Executors aforesaid shall have full power at their discretion to do any and all things necessary for the complete administration of my estate, including the power to sell at public or private sale, and without order of Court, any real or personal property belonging to my estate, and any and all rea estate that I may own at the time of my decease, or which I may hereafter acquire or have the right to dispose of, at such time or times and for such price or prices and upon such terms as the; may consider best; and, by good and sufficient deed or deeds, "1:;0 grant and convey the same to the purchaser or purchasers, withou ,any obligation on the part of the latter to look to the applicat of the proceeds of the sale, or to be responsible therefor; and to compound, compromise or otherwise settle or adjust any and al claims, charges, debts and demands whatsoever against or in favo of my estate as fully as I could do if I were living. IN VITNESS WHEREOF I have hereunto subscribed my Name an affixed my Seal to this my last ViII and Testament, consisting of 4 typewritten pages, on the margins whereof, including the last, I have ~ ~ day of also affixed my 0.Crto/""j'(/1/ ~. Name at Reading, Pennsylvania, this A.D., 1967. /(J. IJ/?/.-u _~lrl-r~ (SE s. Atfi:!:l-rERNS MOI'IQAN D. ".INBOLD LAW,..... ...,. ....ANKLIN .-r...n ""ACIINa, ".NNA. -3- This instrument, consisting of 4 typewritten pages (each bearing the signature of the above named S. ALLEN KERNS), as by him on the date hereof, signed, published and declared by im to be his last Will and Testament, in our presence, who at is request and in his presence, and in the presence of each o the: e believing him to be of sound and disposing mind and memory, ha ereunto subscribed our Names as witnesses this ,~/~ay of ; A.D., 1967. , ~18 Franklin Street, Reading, Penna. 418 Franklin Street, Reading, Penna. _ '1(~. ~~( r4f14~. (SEAL) j-/NAL j",yS7,f'U C T /O.lV /0 /He. €XE:CUT"b 7f! (s) ?"# e: }-- '''-41'<. or- My DE.4T/-f.l /.$0 /0 l3€.. CUT / /1(70 I H e:.. C,-~ A- Vc $TO /\/~ A iV!) r h' e:... COSt ro 73E 700<1/0 oy THL- ~ ';:-STo'1 "~:::' . -.~~~ ~ /e:;, /<;7.Pp MORClAN D, "IUN.OLD LAWVI:" .1. ""ANKLIN .,.R.I:T ItUDlNCI, "I:NNA. -4- FIRST CODICIL TO LAST WILL AND TESTAMENT S. ALLEN KERNS I, S. ALLEN KERNS, of the Borough of Shillington, Berks County, Pennsylvania, declare this to be a codicil to my will dated September 21, 1967. FIRST: I hereby revoke the first two paragraphs of Item six and hereby modify Item six by adding thereto the following paragraph: I nominate, Hunter, as the Testament. constitute and appoint my daughter, Judith K. sole Executrix of this my Last Will and SECOND: In all other respects, I do hereby ratify and confirm my will dated September 21, 1967. IN WITNESS WHEREOF, I ::( day of (}l?l,.,,-liR 4 have hereunto set my hand and seal this 1994. 1-. 0.11..- ~~ / '. Allen Kerns Signed, sealed, published and declared by the Testator, S. Allen Kerns, as and for the First Codicil to his Last Will and Testament, in the presence of us, who at his request and, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. .kL' ~a! W')-t/2 9I1J~ 'J~.UZ '<I Morgan':c, November I, 2002 Judith A. Hunter 506 Gale Road Camp Hill PA 17011-2028 Re: Estate ofS. Allen Kerns Dear Mrs. Hunter, Mr. Kerns's single account value as of October 27,2002 was; ACTIVE ASSETS MONEY TRUST V A 2 NO RIDERS Policy No. 82801644 MERRILL L YNCH&CO 9% CU PFD (240 shares at 26.7775) SBC COMMUNICATIONS (4475 shares at 25.3025) HA WAIl ELEC 8.36 SERS (600 shares at 25.285) VERlZON COMMUNICATIONS (2471 shares at 36.6875) NUVEEN PENN.PREMINC MUNI FND (700 shares at 13.88) RHONE POULENC 8 1/8 % PREF A ( 629 shares at 25.69) NATWEST BK PLC 7.875 EXCH A PF (600 shares at 25.685) TEXTRON CAP I TR 7920 *45MH31 (600 shares at 25.045) NIPSCO CAP MKTS 7750 *26MH31 (500 shares at 23.4375) LUCENT TECHNOLOGIES (1216 shares at 1.00) OGE ENERGY CORPORATION (4460 shares at 15.0975) HOSPITALITY PRP TR 9.50 SER A (700 shares at 25.6275) AGERE SYSTEMS CLASS A (3 shares at 1.03) ABBEY NATIONAL PLC 7.25% SER (500 shares at 25.2975) AQUILA INC 7875 *32MHOI (200 shares at 17.335) AGERE SYS INC CL B (79 shares at 1.0425) 10,000 FHR 2102 GE 6000 26DERG 30,000 WAMMS 02-MS2 IA6 6500 *32APRG 45,000 GNMA 02-45 BH 6500 32JNRG 45,000 GNMA 02-40 NB 6500 310CRG 45,000 CSFB 2001-33 2AI6 6750 32JARG W AMMS 02-MS2 IA8 6500 32MHRG - 45,000 FV FN/GN 93 27-C 6000 22SPRG - 10,000 FV FH 94 1653-C 6500 23FBRG - 10,000 FV 37,513.57 12,946.78 6,426.60 113,228.69 15,171.00 90,654.81 9,716.00 16,159.01 15,411.00 15,027.00 11.718.75 1,216.00 67,334.85 17,939.25 3.09 12,648.75 3,467.00 82.36 10,000.00 30,150.00 44,995.50 45,225.00 45,208.62 44,721.50 7,012.00 2,137.64 c.... 2.610 Keiser Bouicv:m.l P.O. Il<Jx 7043 Wyomissing, PA 19610-6043 toll free 800 829 5809 tcl610 927 4S00 f..x 610 927 4545 7,000 FH 94 1653-D 6750 24JARG FHLMC 1068-E 7000 21APRG - 20,000 FV AT&T CORPORATION (1562 shares at 13.3125) BELLSOUTH CORP (2158 shares at 26.095) FULTON FINL CORP P A (1137 shares at 18.39) TOTAL VALUE 7,052.50 3,442.08 20,794.13 56,313.01 20.909.43 784,685.92 Please call if you have any questions or problems. Sincerely, Alison Kline Registered Sales Assistant for Bradley S. Poore -- Morqan Stanley will not he held responsible for the reliability and aeeuraey of this material. This report is not an offic1al Morgan Stanley document and cannot be construed as such. The only dOCWllQOts to be re1ied on are the confirmations and the m.onthl.y statli1llQD.ts. F~N. WACHOVIA =--- Reference m: 463279 First Union/Wachovia Attn: Balance Confirmation Services POBox 40028 Roanoke VA 24022-7313 November 19, 2002 JAMES SMITH DURKIN & CONNELLY LAW OFFICES POBOX 650 HERSHEY, PA 17033-0650 SUBJECT: Verificalion I Confirmation of Account and Balance Information provided for: Customer: S ALLEN KERNS (SSN# 170-28-0591) Date of Death: Oetober 27, 2002 Denosit Account Information Account Type Account Number Date of Death Balance Average Balance'" Date Opened Maturity Interest Accrued YTD Date Date Rate Interest Interest Paid Closed CHECKING 1000811469509 LEGAL TITLE, SAMUEL ALLEN KERNS JUDITH A. HUNTER $2,946.99 4/20/1976 NON-INTEREST BEARING ACCOUNT SA VINGS 3081980567087 LEGAL TITLE SAMUEL ALLEN KERNS JUDITH H. HUNTER - POA $938.45 4/111976 $0.19 $591 ... Due to system limitations, we can only provide a twelve month average balance on depository accounts. No Safe Deposit Box found for customer. ... Date of death balance does not include accrued interest. '" If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were ~~periOd. Brenda Allen Servicenter Associate November 19,2002 (540)563-7323 Phone Number sss; ag 10671 . ~.... Fulton Bailk C-.- CAPIT'.L DIVISION . LANCASTER/CHESTER DIVISION DRO' .iRS BANK DIVISION . GREAT VALLEY DIVISION (717)291-2437 November L-" 2002 James, Smith, Durkin & Connelly LLP P.O. Box 650 Hershey, Pennsylvania 17033 Dear Ms. Gaffey: RE: S. Allen Kerns, deceased October 27,2002 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Savings # 0200-04070, open 10/9/1961, balance $5,922.51 and accrued interest $4.77. Joint with Judith A. Hunter. (added to account on 6/29/99) Interest paid year-to-date $7.00. CD # 016-0602607, open 4/6/1989, roll over 4/6/1999, matures 4/6/2004, balance $10,000.00 and accrued interest $27.54; paying 4.78%. Power of Attorney Judith A. Hunter. Interest paid year- to-date $398.89. CD # 017-0205305, open 4/17/1995, roll over 4/17/2001, matures 4/17/2004, balance $5,000.00 and accrued interest $6.69; paying 4.88%. Judith A. Hunter as Power of Attorney. Interest paid year- to-date $203.58. If you should have any further questions, please do not hesitate to contact me. ~. t.~1\~l- "UNf\O bUs\"~S~ V . as I m.~ (f. (lMel\ual u~e. , tiO(I ~ Mfl\$~d \S lol ~.\}\l:~~l a(\~ ~i Its 01 ,IS 1(I\Ol~~ ~OUl 1(I(\U\l~ ~ed \l~ t\\1& M'~ c'no\\:,e 3ns',ljel 'l'oW \s assu .A . s 5U'oI'1:,,\I ol\sl'o\ '" ""ess"'-' 1 "Iesll. \1e<<O\l\e'l."" ." 0011\\00 Very truly yours, ~'"-'1<.,~,~~'JQ'8""') Kar~n D. Hillegas Credit Inquiry Processor POBox 4887 lancaster, PA 17604 wwwfultonbankcom 1-800-FUlTON-4 R,' ., \..i I 'v ~ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1500 EX + (6-00) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R 0 E E S N T C o M P T U A T X A T I o N o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 28060t HARRISBURG, PA,1712.8-0601 DECEDENT'S NAME(LAST, FIRST, AND MIDDLE INITIAL) Kerns S. Allen DATE OF DEATH (MM-DD-YEAA) FILE NUMBER OFFICIAL USE~" y 11. qq.'b 21-02-1000 COUNTY CODE YEAR SOCIAL SECURITYNUM6ER 170-28-0591 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE NUMBER REGISTER OF WILLS SOCIAL SE URITY NUM ER o o COMPLETE MAILING ADDRESS 3 i date of death . Rema nder Return prior to 12-13-82) S. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (/l.ttach Sell 0) ::l::!TtlJ~i~~:i~R .Iilll:. II NAME Edward P. Seeber FIRM NAME (If Applicable) James, Smith, Durkin & Connell, LLP TELEPHONE NUMBER 134 Sipe Avenue Hummelstown, PA 17036 7 533- 28 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) S. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (1) (Z) (3) R E C A P I T U L A T I o N (4) (5) IF APPLlCABl DLE INITIAL None 5,129.44 None None None None None None 268.89 X X X X .0 0 .0 45 .12 .15 OFFICIAL USE ONLY (8) 5,129.44 (11) 268.89 (IZ) 4,860.55 (13) (14) 4,860.55 (15) (16) (17) (18) (19) 218.72 218.72 1. OrigInal Return 4. L.imited Estate X 6. Decedent DIed 1 estate (Attach copy ofWfll) o 9. L.itigatJon Proceeds Received X 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12.82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) (6) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116{a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due ZOo 4,860.55 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (ReV. 6-00) Decedent's Complete Address: STREET ADDRESS 100 Mt. Allen Drive CITY I STATE I ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 218.72 Tolal Credits ( A + B + C) (2) 3. InteresVPenalty if applicable D. Interest E. Penalty 4.67 TolallnterestlPenally ( D + E) (3) 4.67 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) S. It Une 1'" Line 3 \s greater than Line 2, enter the difference. This is the TAX DUE. (5) 223.39 A. Enter the interest on the tax dUe. (SA) B. Enter the total of Line S + SA. This is the BALANCE DUE. (5B) 223.39 Make Check Payable to: REGISTER OF WILLS, AGENT .-. :' jij:)11\m)!m!n:!n'in~)\"\~\'~\~"'. :'.i!:Ji)::I::!i!:)!:in1!1i!1i]!H!]!i]!]!lli!!:]. ]:]!:!iii!iiiiiiii!!)l!!)!!!i . ~:i,:::::!;:;::::i:;:::::::::::)!:::;: ,!;;!i1i!!!i!!!i!!!!!!!I!!! !ii!!)ii!!!I!!1 !!!(!(i!!!!! ::!:::;:::::::::::::::;!:::;:::::::I!!:~:!!:;::::;;::;~;!mm;l;i;;i;i;:i! .:Hi!i!!!ii!!!!!!!!!!!!!!!!!i!II!!! )!))!! !!!!!!i!:iii:il 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; . . ~ ~~x b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or. d. receive the promise for life of either payments, benefits or care? . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 0 CID 3. Did decedent own an ~in trust for" or payable upon death bank account or security at his orherdea~? . 0 [}g 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . m 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. 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 tlue, 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 1~( ~\ ~ \)2~ OAT r tes of death on or after July 1, 1994 and before January 1. 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (il]. 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% [72 P.S. 9116 (a) (1.1) OJ)). 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 twenty-one 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% [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%, except as noted in 72 P.S. 9116( 1.2) [72 P.S. 9116(aXl)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)]. 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. Copyright (cl 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV~ 1503 EX + (1.97) ESTATE OF COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS S. Allen Kerns SSf! 170-28-0591 10/27/2002 All property jOintly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 2 FILE NUMBER 21-02-1000 DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 3,332.07 499 shares of AT&T Wireless Services - asset discovered 6.6775 later 71 shares of Met Life stock - acquired from demutualization of life insurance company ~ asset discovered later 25.315 1,797.37 (If more space is needed, insert additional sheets of the same size) Copyrlght (e) 1996 form software only CPSystems, Inc. TOTAL (Also enter on line 2, Recapitulation) Form REV-1503 EX (Rev. 1.97) 5,129.44 REV-1512 EX +(1-97) COMMONWEALTH Of' PENNSYLVANIA INHERITANCET/t\)( RETURN AESID~NT DE:CEOENT ESTATE OF S. Allen Kerns SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSfl 170-28-0591 10/27/2002 FILE NUMBER 21-02-1000 Include unreimbursed medical expenses. ITEM NUMBER 1 2002 PA Income tax bill DESCRIPTION AMOUNT 268.89 TOTAL (Also enter on line 10, Recapitulation) $ 268.89 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSysterns, Inc. Form REV-1512 EX (Rev. 1-97) AEV-1513 EX +(9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF S. Allen Kerns SSII 170-28-0591 10/27/2002 FILE NUMBER 21-02-1000 R~LATIONSHIP TO UEC~~ENl AMOUNT OH SHARE Do Not List Trustee(sl OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (Include outright spousal distributions, and transfers under See:, 9116(aX1..2)J 1 Judith K. Hunter 506 Gale Road Camp Hill, PA 17011 Daughter 1/3 of res idue 2 Jay Robert Kerns 1620 Commonwealth Blvd. Reading, PA 19607 Son 1/3 of residue 3 Joan K. Ostling 280 Hillcrest Road Ridgewood, NJ 07450 Daughter 1/3 of res idue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX is NOT BEING MADE B. CHARiTABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lack:ner Group, Inc. Form REV-1513 EX (Rev. 9-00) LAST wILL AJ,D TESTAMEl,T OF S. ALLEN KZRIlS BE I'T REMEMBERED, That I, S. ALLEll RERIlS, of Shillington, County, Pennsylvania, being of sound mind and disposing emory and not acting under duress, menace, fraud or undue onfluence of any persons whomsoever, do hereby make, publish d declare this to be my last Will and Testament, hereby revoking all other wills and Codicils by me heretofore ITEl'1 1. I order and direct that all of my just debts, edical and funeral expenses be :paid as soon after my decease as ay be found convenient. ITEM 2. I give, devise and beq~eath all of my property, hether real, personal or mixed, of whatever nature and wheresoevel ituate, which I may own or have the right to dispose of at the tir f my death, or to which I or my estate may hereafter become ntitled, unto my beloved wife, VIOLET G. KERNS, to have and to old the same to her own use absolutely and forever. Having every confidence that my wife will use any property hat I may leave for the best interest of our children, as well s for herself, therefore, I purposely make no provision for our hildren. ITEl'1 3. In case my wife, the said VIOLET G. KERNS, shall MORGlAN D. R.,HBOLD LAW,..R A.11I"IIIANJCLINIlITIllIEIET IIIK...DIN(I. ".NN"'. at survive me, or in the event that it shall be impossible to etermine which of us died first, as the result of a common alamity or otherwise, then and in that case I order and direct hat all of my property, whether real, personal or mixed, of /(J. ~~d~';J(SEAL) 's. A.L.t; : S -1- .-,...".'....,."~r '.. ,I. whatever nature and wheresoever situate, which I may own or have the right to dispose of at the time of my death, or to which I or my estate may hereafter become entitled, be sold and converte. into cash and divided into three equal parts and disposed of as hereinafter provided:- (a) 1 part to my Daughter, JOAN K. OSTLING, Wife of RIOHARD N. OSTLING, if she shall have attained the age of 30 yea or to her issue, her surviving, per stirpes. (b) 1 part to my Daughter, JUDITH K. HUNTER, Wife of JOSEPH Il. HUNTER, JR., if she shall have attained the age of 30 years, or to her issue, her surviving, per stirpes. (c) I part to my Son, JAY ROBERT KERNS, if he shall have attained the age of 30 years, or to his issue, him surviving, pe stirpes. ITEM 4. I order and direct that all bequests, devises and legacies made in this my Last Will and Testament and in any Codicil thereto, shall be made free and clear of any inheritancE transfer, succession, legacy or estate tax, and that all such taxes and charges shall be paid out of the principal of my general estate to the same effect as if such taxes and charges v expenses of administration of my estate. ITEM 5. larder and direct that, in the event his ser~ vices are available, my hereinafter named Executrix shall retail MORG~ D. REINBOLD, ESQ., as the Lawyer in the administration oj my estate, because he has served as my Lawyer during my lifetim<< and is familiar with my affairs. ITEM 6. I hereby nominate, constitute and appoint my said Wife, VIOLET G. KERNS, as the Executrix of this my last W~ll and Testament. MOftlSAN D. ftl:lNIIOI.D LAWVI:R 4'. "RANK""N IIT"I:I:T "KADING. ".NNA. However, in the event that my said Wife shall predeceas~ e, or be unable to act in the capacity of Executrix of my esta" -2- <1 (J/h.", ~/YMJ.SEAL / S. ALLEN KERN MO"GAN D. ".'NBOLD LAWV." .ct. "'''ANKLIN .T"..T ".ADING, ~.HHA. ~ Jtl then and in that event I nominate, constitute and appoint my three children, the said JOAN K. OSTLING, the said JUDITH K. TER and the said JAY ROBERT KERlifS, as the Executors of this my last Will and Testament. And I direct that no bond or security whatever shall be required of such Executors hereunder. My Executors aforesaid shall have full power at their discretion to do any and all things necessary for the complete administration of my estate, including the power to sell at public or private sale, and without order of Court, any real or personal property belonging to my estate, and any and all rea estate that I may own at the time of my decease, or which I may hereafter acquire or have the right to dispose of, at such time or times and for such price or prices and upon such terms as the; may consider best; and, by good and sufficient; deed or deeds, to grant and convey the same to the purchaser or purchasers, withou ,any obligation on the part of the latter to look to the app1icat of the proceeds of the sale, or to be responsible therefor; and to compound, compromise or otherwise settle or adjust any and al claims, charges, debts and demands whatsoever against or in favo of my estate as fully as I could do if I were living. IN WITNESS ,[HEREOF I have hereunto subscribed my Name an affixed my Seal "1;0 this my last Will and Testament, consisting of 4 typewritten pages, on the margins whereof, including the last, I have fJ'.qA7 ..i!!.I..::.- day of a1 s 0 af fixed my 0rr~M-<1~1J Name at Reading, Pennsylvania, this A.D., 1967. /(/. /J/h-<-{ _~~_ (SE s. A~ERNS -3- This instrument, consisting of 4 typewritten pages (each bearing the signature of the above named S. ALLEN KERNS), as by him on the date hereof, signed, published and declared by im tiO be his last Will and Testament, in our presence, who at is request and in his presence, and in the presence of each o the: e believing him to be of sound and disposing mind and memory, ha "I ,U:::- our Names as Witnesses this JA ~ day of , A.D., 1967. , 418 Franklin Street, Reading, Penna. 418 Franklin Street, Reading, Penna. .,/~.~( ~14~. (SEAL) !-INAL /,yST,f.'(( C T IoN /0 /r-f,:. IE"XE:C '-fro", (r) 7"7.;,:. J-r=:: <1-~ (:) r- ~ D - ,-, y t:.4T/-f, Is /0 13<=:. CUT INTo THe:...- c.-A::A-VC$TO/\/~ AA/i!) T"""~ Cosr /0 73E: P4/0 7.3y /H.Ei:: .s:'S,,,,, re:. . "--:/V": ~~ ~ I~ /9?p MO"GAN D. ".,N.OLD LAWV." "1. "'''ANKLIN .T....T "lEADING. "'aNNA. -4- FIRST CODICIL TO LAST WILL AND TESTAMENT S. ALLEN KERNS I, S. ALLEN KERNS, of the Borough of Shillington, Berks County, pennsylvania, declare this to be a codicil to my will dated September 21, 1967. FIRST: I hereby revoke the first two paragraphs of Item six and hereby modify Item Six by adding thereto the following paragraph: I nominate, Hunter, as the Testament. constitute and appoint my daughter, Judith K. sole Executrix of this my Last will and SECOND: In all other respects, I do hereby ratify and confirm my will dated September 21, 1967. IN WITNESS WHEREOF, I :.( day of (}l?.l,',--~4 have hereunto set my hand and seal this 1994. 4-. (}1I..- ~~ / '. Allen Kerns Signed, sealed, published and declared by the Testator, S. Allen Kerns, as and for the First Codicil to his Last will and Testament, in the presence of us, who at his request and, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. ~[, ~a!~-D)-t.~ 9/1~'J~..~ BUREAU OF INDIVIDUAL TAXES INHER/TANCE TAX DIVISION DEPT. 280601 HARRTSBURG, PA 17128-06D1 EDWARD P SEEBER JAMES ETAL 15q SIPE AVE HUMHELSTOWN COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-15¢7 EX AFP ? DATE 02-16-2004 ~; L~! '/!i!!$ ESTATE OF KERNS DATE OF DEATH 10-27-2002 FILE NUMBER 21 02-1000 '0~ FEB 13 P3:29COUNTY CUMBERLAND ACN 101 *'~cr~_ :~ ,J~ I Aaoun~ Remi'~'l:od PA i70~m~[~and Co., PA I S A HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~.~ RETAIN LOWER PORT/ON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOT/CE OF /NHERZTANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KERNS S AF/LE NO. 21 02-1000 ACN 101 DATE 02-16-2004 TAX RETURN HAS: { X} ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERN/NG FUTURE INTEREST - SEE REVERSE APPRA/SED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN 1. Real Es~a~o (Schedule A) (1) 2. S~ocks and Bonds (Schedule B} {2) $. Closely Held S'cock/Par:~nership In~oras~ (Schedule ~. Hor~cgagas/No~c-s Receivable (Schedule D) 5. Cash/Bank Daposi~s/Hisc. Personal Propar~y (Schedule E) 6. Join~:ly Owned Propor~y (Schodulo F) (6) 7. Transfors (Schedule G} (7) 8. To,al Asse~cs APPROVED DEDUCTIONS AND EXEMPT/ONS: 9. Funeral Exponsos/Adm. Cos~:s/Hisc. Expanses (Schedule H) (9} 10. Dab~s/Hor~gege Liabili~ios/Lians (Schedule T) (10} 11. To,al Doduc*ions 12. Na"E Value of Tax Re~curn NO. 01 .00 5~129.44 .00 .00 .00 .00 .00 (8) .00 268.89 NOTE: To insure proper crodi~ ~o your account, subai~ ~ho upper portion of ~his fora wi~h your ~ax payment. 15. 1¢. NOTE: ASSESSMENT OF TAX: 15. Amoun~ of Line 1~ a~c Spousal ra~a 16. Aaoun~ of Line lq ~axabla a* Lineal/Class A ra*e 17. Aaoun'l: of Line lq a~: Slbling ra~o 18. Amoun~ of Line lq ~axable a~ Collateral/Class B ra~o 19. Principal Tax Duo TAX CREDITS: PAYMENT RECETpT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) 01-21-200:5 CD002078 1,768.50 5,129 INTEREST IS CHARGED THROUGH 05-02-2004 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM (15) .00 X O0 = .00 (~e) 790,860.52 x 045: :55,588.72 (~.7), .00 x 12 = .00 (18), .00 X 15 = .00 (19)= :55,588.72 ANOUNT PAID :5:5,601.50 TOTAL TAX CREDIT BALANCE OF TAX DUE /NTEREST AND PEN. TOTAL DUE IF pAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITTONAL INTEREST. reflect figures that lnclude the total of ALL returns assessed to date. $5,:570.00 218.72 6.20 224.92 TF TOTAL DUE IS LESS THAN $1, NO PAYHENT TS REI~UIRED. IF TOTAL DUE IS REFLECTED AS A~ "CREDIT" (CR), YOU HAY BE DUE REFUND. SEE REVERSE SIDE OF THTS FORH FOR INSTRUCTTONS.) Chari*able/Governmen~el Beques*s; Non-elected 9115 Trusts (Schedule J) (1S) . O0 Ne~: Value of Es~:a~:e Sub~ec~ ~:o Tax (1~) 790,860.52 ]:f an assessment ~as lssued previously, lines 1~, 15 and/er 16, 17, 18 and 19 ~111 (11) 268.89 (12) 4,860.55 STATUS REPORT UNDER RULE 6.1 ?. Name of Decedent: S. ALLEN KERNS Date of Death: October 27, 2002 Will No. Admin. No. 2002-01000 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: Did the personal representative file a final account with the Court? Yes No X b. The separate Orphan's Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No Date: d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~~F~ward P. See~ JAMES, SMITH, DIETTERICK & CONNELLY 134 Sipe Avenue Hummelstown, PA 17036 (717) 533-3280 Capacity: X Personal representative Counsel for personal representative ~ ? " Q ~" / COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX ~IVISI~N DEPT. 280601 NOTICE OF INHERITANCE TAX HARRISBURG, PA 17128-0601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP t01-OS) DATE 03-17-2003 ESTATE OF KERNS S DATE OF DEATH 10-27-2002 FILE NUMBER 21 02-1000 COUNTY CUMBERLAND EDWARD P SEEBER ACN 101 JAMES ETAL Amount Remitted 134 SIPE AVE HUMMELSTOWN PA 17036 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------------- ------------------------------------ ------------------------------------------------------ REV-1547 EX AFP (O1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KERNS S A FILE N0. 21 02-1000 ACN 101 DATE 03-17-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 734, 225.57 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 57, 043.44 tax payment. b. Jointly Owned Property (Schedule F) (6) 4 ,437.14 7. Transfers (Schedule G) (7) 38 ,946.78 652.93 834 8. Total Assets (g) , APPROVED DEDUCTIONS AND EXEMPTIONS: 42,178.46 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,47 4.50 (11) 48.652.96 11. Total Deductions 785, 999 .97 12. Net Value of Tax Return (12) 00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 785,999.97 14. Net Value of Estate Subject to Tax (14) NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 00 00 .00 15. (15) Amount of Line 14 at Spousal rate . X = 045. 97 999 785 35,370.00 16 Amount of Line 14 taxable at Lineal/Class A rate (16) . , X . 17 Amount of Line 14 at Sibling rate (17) .00 X 12 .00 . 18 Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 1 5 .00 . (1q)= 35,370.00 19. Principal Tax Due AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-21-2003 CD002078 1,768.50 33,601.50 TOTAL TAX CREDIT 35,370.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~.~~' J' STATUS REPORT UNDER RULE 6.12 Name of Decedent S. ALLEN KERNS Date of Death: October 27, 2002 Will No. Admin. No. 2002-01000 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Mav 31.2004 If the answer to No. 1 is Yes, state the following: Did the personal representative file a final account with the Court? Yes No b. The separate Orphan's Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and appro~.~als of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~~ ~ ~ ~ ignature Edward P. Seeber, Esquire JAMES, SMITH, DIETTERICK & CONNELLY, llp 134 Sipe Avenue Hummelstown, PA 17036 X717) 533-3280 Capacity: Personal representative X Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: SEEBER EDWARD P 134 SIPE AVENUE HUMMELSTOWN, PA 17036 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssN: i~o-2s-o5si FILE NUMBER: 2102-1000 DECEDENT NAME: KERNS S ALLEN DATE OF PAYMENT: 01 /06/2004 POSTMARK DATE: 01 /05/2004 COUNTY: CUMBERLAND DATE OF DEATH: 10/27/2002 ACN ASSESSMENT CONTROL NUMBER REV-1162 EX(11-96) NO. CD 00341 1 AMOUNT 101 ~ 5223.39 TOTAL AMOUNT PAID: 5223.39 .REMARKS: CHECK#120 SEAL INITIALS: VZ RECEIVED BY: GLENDA EARNER STRASBAUGH DEPUTY REGISTER OF WILLS REGISTER OF WILLS ~PL~')EI.VrP,L Register of Wills of CUMBERLAND INVENTORY Estate of S. Allen Kerns Personal Repre five n Signature: Ju Hunte Signature: also known as Address: 506 Gale Road Judith K. Hunter, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I /VVe verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Edward P. Seeber I.D. No.: 76084 Address: _134 Sipe Avenue Hummelstown, PA 17036 Telephone: 717/533 - 3280 Description (See continuation page(s) attached) (Attach additional sheets if necessary) value Total: 5 ,129.44 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. County, Pennsylvania No. 2002 -1000 Date of Death 10/27/2002 Deceased Social Security No. 170 - 28 - 05 91 Camp Hill, PA 17011 Telephone: 717/737- 9933 Dated: j~ ,3 i U "~ Form #f;H/-7 (1992) INVENTORY Estate of: S. Allen Kerns Date of Death: 10/27/2002 County: Cumberland STOCKS: 499 shares of AT&T Wireless Services Stock 71 shares of Met Life stock TOTAL 3,332.07 1,797.37 5,129.44 -1- BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX HARRISBURG, PA 17128-0601 STATEMENT OF ACCOUNT REV-16D7 E% 6FP [01-03) ~;~ATE 02-23-2004 'ESTATE OF KERNS g A DATE OF DEATH 10-27-2002 FILE NUMBER 21 02-1000 EDWARD P SEEBEk .~ Eta ~~ ~ ~ ~~CQUNTY CUMBERLAND JAMES ETAL q`~N 101 134 SIPE AVE Amount Remitted HUMMELSTOWN PA 1703k;k_IT ~'~.._ b,_;) ~ PA MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS __~ --------------------------------------- ____ REV-1607 EX AFP (01-03) ~*~ ------------------------------------------ INHERITANCE TAX STATEMENT OF ACCOUNT ~*~ ------------'-'-' ESTATE OF KERNS S A FILE N0. 21 02-1000 ACN 101 DATE 02-23-2004 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-16-2004 PRINCIPAL TAX DUE :........................................................................................................................................................................................................................... PAYMENTS CTAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 01-21-2003 CD002078 01-05-2004 CD003411 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. 1,768.50 I 33,601.50 4.67- 223.39 35,588.72 TOTAL TAX CREDIT 35,588.72 BALANCE OF TAX DUE .00 INTEREST AND PEN. .15 TOTAL DUE .15 IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0681 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX RFP 101-OS) _' DATE 02-16-2004 `''' ;, ESTATE OF KERNS S A DATE OF DEATH 10-27-2002 FILE NUMBER 21 02-1000 EDWARD P SEEBER ~4 FEB 13 ~ % ~Z~ACNNTY iUOMBERLAND JAMES ETAL Amount Remitted 134 SIPE AVE ~ -- _r - .- HUMMELSTOWN PA 170~~~ ,~;u, x~ <,~~,, ~#~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ______- RETAIN LOWER PORTION FOR YOUR RECORDS -~ ------------------- ------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KERNS S A FILE N0. 21 02-1000 ACN 101 DATE 02-16-2004 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule Bl (2) 5,129.44 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fora with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (g) 5,129.44 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 268.89 11. Total Deductions (11) 68.89 12. Net Value of Tax Return (12) 4,860.55 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 790,860.52 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) .00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 790,860.52 X 045. 35,588.72 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00 19. Principal Tax Due (19)= 35, 588.72 TAX CREniTS• DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 01-21-2003 CD002078 1,768.50 33,601.50 ilk 1 LI\LJ I 1J ~r11fiR VGY 1 f7R lJ lJ l7n V.7-VL-~V V•} AT THE RATES APPLICABLE AS OUTLINED ON THE VERSE SIDE OF THIS FORM TOTAL TAX CREDIT 35,370.00 BALANCE OF TAX DUE 218,72 INTEREST AND PEN. 6.20 TOTAL DUE 224.92 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A'"CREDIT" (CR), YOU MAY BE DUE ~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR 7NSTRIICTTnIJC ~ ,/ /_