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HomeMy WebLinkAbout05-07-12 (2)15!)5610143 REV-1500 Ex(°'-'°' PA De artment of Revenue OFFICIAL USE ONLY P Pennsylvania county code veer Fila Number Bureau of Individual Taxes °°r•"'"~*~rRfl16HVC Po Box.zaosol INHERITANCE TAX RETURN 21 11 034 6 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth Decedent's Last Name Suffix Decedent's First Narne MI RILE JESSIE M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Secudty Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW t. Original Retum ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-92) ^ 4. Limited Estate ^ 4a. Future mtereaz compromise ^ 5. Federal Estate Tax Retum Required (data of tleetn eflar 12-12-82) g Decedent Dietl Testate T p¢~a~~M MaiM nad a Living Truet 1 a. Total Number OI Safe De osit Boxes (Attach Copy of V/Ip ^ (Attach COPY W~rust) P 9. Litigation Proceeds Receivetl ^ 10. p~eeri7gL`-3191 antl ~~~95m tleetn ~ 11.Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENY -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number .....? JERRY R DUFFIE ('717) 7~}.j 454(T-' -, rT-n ;, Q REGISTER OP~f13L~iISE ONLY! ~ First line of address - t"_, ,.-?cam -~ --''--~i 301 MARKET ST ; %`~ ~ - ~ ,~~ -~ n ~'~ ~ Second line of address -;-~ c.. PO BOX 109 City or Post Office LEMOYNE Correspondent's a-mail address: State ZIP Code PA 170430109 and statements, and to the Vest of my knowledge and ballet, 1 all intormatlon of which preparer has any knowledge. THAN REPRESENTATIVE SHERRY L. WAGNER JERRY R. DUFFIE DATE ~- / Z Side 1 L 1505610143 15V75610143 1505610243 REV-1500 EX oa~da^~'9N8ma KILE, JESSIE M. 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. b. 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 Ikon,-Probate Property (SChetlule G) LJ Separate Bilking Requested............ 7. 8. Total Gross Assets (total Lines 1-7) ..................................................................... g. Decedent's Social Security Number 451,100.00 885.31 4,131.44 8,218.88 464,335.63 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... . 9. 13 , 681.32 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schetlule 1) ............................. . 10. 13 , 72 0 . 4 7 11. Total Deductions (total Lines 9 S 10) .................................................................. . 11. 2 7 , 4 01.7 9 12. Net Value of Estate (Line s minus Line t 1) ......................................................... . 12. 43 6 , 933.8 4 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .............................................. . 13. 14. NetYalueSubjecttoTax(Linel2minusLlnel3) .............................................. . 14. 436,933.84 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sac. 9116 15 0 00 (a)(1.2) X .00 . . i6. Amount of Line 74 taxable 436 933.84 1s 19 662 02 at lineal rate X .045 r . . r 17. Amount of Line 14 taxable at sibling rate X .12 0.00 17. 0.00 1 s. Amount of Line 14 taxable at collateral rate X .15 0.00 18. 0.00 19. Tax Due ...................._.........__.............................................................................. . 19. 19,662.02 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L, 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0346 DECEDENT'S NAME KILE, JESSIE M. STREETADDRESS 4455 Kile Drive CITY Enola STATE ZIP PA 17025 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 19,662.02 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits (A + g) (2) 0.00 3. Interest (3) 261.38 q. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (q) Cheek 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) 19,923.41 to: PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :............................................................................... b. retain the right to designate who shall use the property transferred or its income :.................................. c. retain a reversionary interest', or ............................................................................................................... x 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? .................................................................................................................... ^ 3. Did decedent own an "in trust fo1' 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 Rev-1502 E%+(11-0a) COMMONWEALTH OF PENNSYLVANIA INHERITANCE Tqx RETURN RESIpENT pE0E0ENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER KILE, JESSIE M. 21-11-0346 All real property ownetl solely or as a tenant In common must bs reportatl at /alr markN value. Fair market value is tlafnetl ea the price m which properly would be exchanged between a willing buyer and a willing eelleL neHher being mmpelletl to buy or sell, boN hevinpp reesonabb knowletlge M the relevant tetra. Reel property whleh Is iolntlyrownetl wlMdght of survWOrehipmuat be diselosatl on acheWUls F. Attach a copy o/ Na settlement sheet It Ne property has bean soltl Inelutle p copy of the tlaetl showing tlscetlanYa Interest Hownstl as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate located at 4455 Klle Drive, Enola, Pa 17025 -Tax Parcel ID 10-15-1283-006. Tax 274,100.00 Assessed Value 2 Real Estate located at Mountain View Road, Enola, Pa 17025 -Tax Parcel ID 10-75.1283-010. 126,400.00 Tax Assessed Value 3 Real Estate located at Mountain View Road, Enola, Pa 17025 -Tax Parcel ID 10-15-1283-013. 50,600.00 Tax Assessed Value TOTAL (Also enter on Line 1, Recapitulation) I 451,100.00 (If more apace is needed, atlditional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form pA-7500 Schedule A (Rev. 11-08) Rev-1503 E%~ (8-99) LOMMONW£ALTH OF PENNSYLVANIA INHERITANCE TA%flETURN RE6IDENT pECEpENT ESTATE OF SCHEDULE B STOCKS & BONDS All property Jolntlyownetlwith right o1 aurvivonhip must betliacloaatl on achsdula F. LE NUMBER 21-17 -0345 ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 591588108 19 shares of Metlife Inc - Com 46.595 885.31 TOTAL (Also enter on Line 2, Recapitulation) 885.31 pr mole space Ifi neeaea, a001f100a1 pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schetlule B (Rev. 8-95) asv-1608 EX~ (8-9e) COMMONWEALTH OF PENNSYLVPNIA INHERITANCE TA%PETURN RESIDENT DECEDEM SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF 'LE NUMBER 21-11-0346 ~~.-~---•..- ~-...~~v.y....v~~x..-~~e-v.e ~i iv Yi~weue nwa~ewive4u Intl edldlB. All property Jo nHyownatlwlth the tlpht rH~urvlvonhlp mull ba tll~eloa on ~chsduls F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 CitiBank -Refund of Credit Balance 3.05 2 Personal Property appraised by Chuck Bricker, Auctioneer - A copy of the Appraisal is 910.00 attached to this Return 3 Chase Bank - Reimbursement on Credit Card Account 118.15 4 Golden Living Centers 200.00 5 Internal Revenue Service -Refund on 2011 Final Personal Income Taxes 328.00 6 New York Life Insurance Company -Reimbursement of Long Tenn Care Insurance Premium 32.38 7 U.S Treasury - 2010 Federal Income Tax Refund 1,536.00 S Yerizon Wireless -Account No. 719603241-00001 -Refund on Account 34.56 9 United States Treasury -Railroad Retirement Board Final Annuity Payment 969.30 TOTAL (Also enter on Line 5, Recapitulation) I 4.131.44 (It more space is needed, adtlitional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Forth PA-1500 Schedule E (Rev. 6-98) Rev-7608 E%i (8-e8) SCHEDULE F COMMONWEALTH OFPENNSVLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TA%0.EN0.N 0.ESIDENT DECEDENT ESTATE OF FILE NUMBER KILE, JESSIE M. 21-11-0346 a m neat waa made joint wllhin one yearn the OscetlenYa tlaro of death, It moat ba nnortsd on acnatluls G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Sherry L Wagner 4400 Kile Drive Daughter Enola, PA 17025 B. C JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOIN TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFVINO NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSE o /0 GF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1 A 01/29/2009 M8T Bank Checking Account No. 9847223279 3,444.49 50.000% 1,722.25 2 A 09H9/2008 M&T Bank Savings Account No. 1,889.23 50.000% 944,62 15004219713656 3 A 09/19/2008 M&T Bank Savings Account No. 800.02 50.000% 400.01 25004920101025 4 A 07/11/2005 PNC Bank Account No. 21001021921 10,304.00 50.000% 5,152.00 TOTAL (Also enter on Line 6, Recapitulation) I 8.218.88 (If more space is nestled, atlditional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-7500 Schedule F (Rev. 6.98) REV-1161 EX+t10-Oe) SCHEDULE H comM~~D,e~r~ANIA A MIN STRATIVE COS S ESTATE OF €€~~EE FILE NUMBER KILE. JESSIE M. 21-11-0346 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT ARFR A, FUNERAL EXPENSES: See continuation schedule(s) attached 200.00 B. ADMINISTRATIVE COSTS: 7. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip _ Year(sl Commission paid 2. Attorney's Fees JOHNSON, DUFFIE, STEWART 8 WEIDNER 10,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees 477.50 5. Accountant's Fees 6. Tax Return Preparers Fees 245.00 7. Other Administrative Costs 2,758.82 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 13,681.32 Copyright (c) 2009 form sofhvare only The Lackner Group, Inc. Norm PA-1600 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER KILE, JESSIE M. 21-11-0346 ITEM AMOUNT NUMBER DESCRIPTION Funeral Expenses 1 Funeral Luncheon 200.00 H-A 200.00 2 Other Administrative Costs Chuck Bricker, Auctioneer -Appraisal of Decedent's Personal Property 75.00 3 Cumberland County Register of Willa Office -Filing Fees for Inheritance Tax Return and 30.00 Inventory 4 Jose Hernondaz, Inc. -Retaining Wali ^ Ground Maintenance 1,900.00 5 Reserves: Additional Miscellaneous Expenses 500.00 6 The Cumberland Law Journal -Notice of Estate Administration 75.00 7 The Patriot News -Notice of Estate Administration 178.82 H-B7 2,758.82 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6.98) Rav-1572 E%« (72-0a) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA%RET-RN RESIDENT DECEDENT ESTATE OF FILE NUMBER KILE, JESSIE M. 21-11-0348 Rsport tlebis Incumatl by Ma tlecetlant prior to Meth that rsmalnetl unpaltl at Ma tlate o/ tlaaM, lnclutlina unrelmbursstlmatllcal expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Blair Credit Cards -Final balance due 14.99 2 Checks clearing after Decedent's Death 1,628.03 3 Direct Tv -Account 80310719 71.25 4 Erie Insurance -Policy Number Q590603370 -Homeowners Insurance 943.00 5 Findley's Construction 101.00 6 Golden Living Centers 425.00 7 Home Paramount Pest Control -Account No. 178922 180.20 8 Jake Bucher -Real estate maintence 1,900.00 9 Johnson Duffie -Legal Fees associated with sale of Cell Tower 368.00 10 Michael Langan, Treasurer -Cumberland County Real Estate Taxes 591.23 4455 Kile Drive Map No. 10-15-1283-006 11 Michael Langan, Treasurer -Cumberland County Real Estate Taxes 109.15 Mountain View Road Lot 3 Map No.10-15-1263-013 12 Michael Langan, Treasurer -Cumberland County Real Estate Taxes 272.65 Mountain View Road Lot 5 Map No. 10-15-7283-013 13 Michael Langan, Treasurer -Cumberland Valley 2010/2011 Real Estate Taxes 2,302.08 Lot No. 1 -Residence 14 Michael Langan, Treasurer -Cumberland Valley 2010/2011 Real Estate Taxes 424,97 Lot No. 3' Vacant Lot Total of Continuation Schedule See attached page TOTAL (Also enter on Line 10, Recapitulation) 13,720.47 (If nwre space is needed, atlditional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA•1500 Schedule I(Rev. 12-OS) Rev-0512 EX~ 16-88) COMMONOEALTH OF VENN8VLVRNIh 4NHERITANCE T P%RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS continued ESTATE OF FILE NUMBER KILE, JESSIE M. 21-11-0346 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 15 Michael Langan, Treasurer -Cumberland Valley 2010/2011 Real Estate Taxes 1,081.58 Lot No. 5 -Cell Tower 18 Michael Langan, Treasurer -Cumberland County Real Estate Taxes 591.23 4455 Kile Drive Map No. 10-15-1283-006 17 Michael Langan, Treasurer -Cumberland County Real Estate Taxes 272.85 Mountain View Road Lot 5 Map No. 10-15-1283A13 18 Michael Langan, Treasurer -Cumberland County Real Estate Taxes 109.15 Mountain View Road Lot 3 Map No. 10.15-1283-013 19 Pennsylvania Department of Revenue - 2011 Finai Pensonal Income Taxes 385.00 20 Pennsylvania Power & Light -Residence (Beck? Accnt. No. 28570-73064 258.85 21 Pennsylvania Power & Light- Residence Accnt. No. 28370-73004 704.78 22 Pennsylvania Power & Light -Shop Accnt. No. 26970-73011 144.80 23 PNC Bank Safe Deposit Box Invoice 23.00 24 Rodale Inc. 50.34 25 Scott D. Mueller 35.00 26 UGI-Account No. 220479154509 511.13 27 Verizon - Account No. 7177329602 43.43 TOTAL (Also enter on Line 10, Recapitulation) I 13,720.47 Copyright (c) 2002 form soihvare only The Lackner Group, Inc. Form PA-1500 Schedule 1 (Rev. 6-98) REV-7577 E%• (77-a9) ~ a SCHEDULE J coMi gF,e~~ANIA €€~~EE BENEFICIARIES ESTATE OF FILE NUMBER KILE, JESSIE M. 21-11-0346 NUMBER NAME AND ADDRESS OF PERSON(Sl RECEIVING PROPERTY RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 1 Sherry L Wagner Daughter Entire Estate 4400 Kile Drive Enola, PA 17025 Tokal Enter dollar amounts for distributions shown above on lines 1 5 throw h 18 on Rev 150 0 cover sheet as a r o riate. II NON-TAXABLE DISTRIBUTIONS: . A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO T,4X IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTA L OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-150() COVER SHEE Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1800 Schedule J (ROV. 11-08) ESTATE OF JESSIE M. KILE a/k/a JESSIL° MAE KILE SCHEDULE OF EXHIBITS EXHIBITA Last Will and Testament for Jessie Mae Kile signed and dated October 22, 2003 EXHIBIT B Interest Calculation for f ling on May 4, 2012 EXHIBIT C Cumberland County Assessment for Tax Parcel No 10-15-1283- 006 ~ 4455 Kile Drive, Enola, PA EXHIBIT D Cumberland County Assessment for Tax Parcel No 10-15-1283- 010 ~ Mountain View Road, Enola, PA EXHIBIT E Cumberland County Assessment for Tax Parcel No 10-15-1283- 013 _ Mountain View Road, Enola, PA EXHIBIT F Estate Val Valuation for Metlife Stock as of Date of Death EXHIBIT G Personal Property Appraisal from Chuck Bricker, AU094-L EXHIBIT H M&T Bank Date of Death Letter for Joint Accounts EXHIBIT I Department of Revenue Notice showing Date of Death Value of PNC Bank Joint Account EXHIBIT J Extension Request Letter :494796 L_/\ST WILL /AND TESTAMENT OF JESSI_F MAE.KII_E I E ~SIE MAE KILE. of I-{~1il~pden Township, Cumberland County, Pennsylvania, hr ~,; ~ .t ~~ _i ~:-1 i~iind, rncr~ory and understanding, do hereby declare this to be my Last Will `ird c starnent. revoking all former wills or writings in the nature thereof and any codicils ~~ tl~'rr~'~ rn~:d~ I f 11 ~S~ I direct my hereinafter named Executrix or aRernate Executor, as the ca-se rn,a.y hc:; to pay all cf my just ~aebts, funeral expenses, costs of administration and fn`terira,~u:e taxes out of the corpus of my estate as soon after my decease as is practicable to rtc ~~~:~. SECOND: I give. bequeath and devise all of my estate, real, personal and mixed anti v,~~~::resileve:r situate, unto my h~~-isband, Walter L. Kile. l ~IIF3C In the Gwent tt at my husband, Walter L. Kile, predeceases my deoeasc, tFc- 1 and in that went I a.. During our lifairne, my husband and I have given each of our great I~~ !~rand::niidmn Twenty Thousand (!~;20.000AO) Dollars, excluding as of this date our great grt~~~nd Jai.ighter, Ava Marie: Smith.. In the event tl-tat my husband and I have not given the said Ava Marie - ~~I i)rrllth ~~ h~enly Th OGSand im ~~.~.:,`i., v(} -• ~. wi~~ ~ ) E?ul~ars as of the date of my decease, then and in HRYS ~. nrroi i t~cil -`~~='1~ i i ~c~, bequeath <uxl rL~r-isr; the; sum of Twenty Thousand ($20,000.00) Dollars 1095. Newe ~~ un'.o tl~~o s~ai<I llva Marie Snlith. I ru~me, constitute and appoint my granddaughter, rat. ~, rnx ~; Tamatha L. Smith as guardian of the estate of said sum. In the event that my said great granddaughter, Ava Marie Smith has been given said sum of Twenty Thousand ($20,000.00) Dollars by my husband and me as of the date of my decease, then and in that event, said bequest shall lapse. B. I give, bequeath and devise all of the rest, residue and remainder of my estate unto my daughter, Sherry L. Wagner. In the event that my daughter, Sherry L. Wagner, predeceases my decease, then and in that event, !give, bequeath and devise all of the rest, residue and remainder of my estate unto my grandson, Tyrone P. Wagner and my granddaughter, Tamatha L. Smith, in equal shares, share and share alike. FOURTH: Any person who shall have died within thirty (30) days of my death, or under such circumstances that the order of our deaths cannot be established by proof, shall be deemed to have predeceased me. FIFTH: I name, constitute and appoint my daughter, Sherry L. Wagner, as the Executrix of this my Last Will and Testament. In the event of the renunciation, death, rE:signation or inability of my daughter, Sherry L. Wagner, to act for any reason whatsoever, as the Executrix of my estate, then and in that event, I name, constitute and appoint my grandson, Tyrone P. Wagner, as the alternate Executor of this my Last Will and Testament. My Executrix or alternate Executor, as the case may be, are hereby excused from the posting of any bond or security notwithstanding any provisions of the law to the WILLIAM R. BUNT CHRYSTAL L PROSSER AiiORNEYS AT LAW contrary. 109 5. Carlisle Street New Bloomfield, Pa. 17068 Tel, (717) 582-8195 FAX (717) 582-7521 Page 2 of 4 pages IN WITNESS WHEREOF; I have hereunto set my hand and seal to this my Last Will and Testament this 22"d day of October, 2003. ~~. °T~y (SEAL) WILLIAM R. BUNT CHRYSTAL L. PROSSER A170RNEVS AT LAW 109 S. Cadlsle Street New Bloomfield, Pa. 17068 Tel. (717) 582-8195 FAX (717) 582-7521 Signed, sealed, published and declared by the above named Testatrix, as and for her Last Will and Testament, in our presence, who, in her presence, at her request and in the presence of each other, have hereunto set our names as attesting witnesses. ~f~ Page 3 of 4 pages ACKNOWLEDGMENT AND AFFIDAVIT Commonwealth of Pennsylvania County of Perry SS We, Jessie Mae Kile, the Testatrix in, and William R. Bunt, Esquire and Chrystal L. Prosser, Esquire, the witnesses to the Last Will and Testament of Jessie Mae Kile, the attached or foregoing instrument, who have signed thEl instrument, having been duly qualified according to law do depose and say: (a) that I, Jessie Mae Kile, the Testatrix do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. (b) that we, William R. Bunt, Esquire and Chrystal L. Prosser, Esquire, the witnesses, were present and saw the Testatrix sign anti execute the instrument as her Last W ilt and Testament; that the Testatrix signed 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 signed the will as a witness; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Jersie Mae Kile, Testatrix Bunt, Esquire, Witness WILLIAM R. BUNT CHRYSTAL L. PROSSER ATTORNEYS AT LAW }p9 S. Carlisle Street New ebomf{eld, Pa. 17068 tel. (717) 582-8195 FAX (717) 582-7521 Chrystal C. Prosser, Esquire, Witness 4 of G pages Sworn to or affirmed and acknowledged before me this 22"" day or October, 2003. l ,fESSIE M. KILE . . Decedent Date of Death Fri, Feb 25, 2011 # Days to Add for Holiday Filing Deadline 9 Months Aker DOD Fri, Nov 25, 2011 ~ I Fri, Nov 25, 2011 Final Payment Date Fri, Ma 4, 2012 Suggestedlnterest 261.39 Daily InterestAmount PrincipalTaxUue 19,799.39 Year Rate #Days for Year Credits 0.00 1990 .000301 Interest 261.39 1991 .000301 TaxUue 20,060.78 1992 .000247 1993 .000192 1994 .000192 1995 .000247 1996 .000247 1997 .000247 1998 .000247 1999 .000192 2000 .000219 zoos .000247 2002 .000164 2003 .000137 2004 .000110 2005 .000137 2006 .000192 2007 .000219 2008 .000192 2009 .000137 2010 .000110 2011 .000082 36 58.447799 2012 .000082 125 202.943748 Suggestedlnterest 261.391547 TaxDB Result Details Page 1 of 1 Detailed Results for Parcel 10-15-1283-006. in the 2010 Tax Asses:;ment Database DistrictNo ._ ~ 10 i - . Parcel_ID ., ~ 10-15-1283-006. MapSufflx ~ $ouseNo ~~4455 ~: Directlou __. _..._..I _. _. . _. Street _ ! KILE DRIVE I _.._. Ownerl ~ ~ ~ ~ ~? KILE, 7ESSIE M j CIQ i _ __ PropType I R I PropDesc ~ ,, _..j LivArea - ; 1439 j _... _ ... CarLandVal .116600 ~ CurImpVal 157500 j _. ~ ~ CurTotVal _, ~i 274100 Curl'retVal ._ ~ _ _; _. :Acreage 4.79 CIGKuStat ~ . ~ ... _. _.._ . .. TaxEx :. :.. i , !1 _.. ... _ . .._.._.._ `SeleAint a e' 1 I . ,. _ ; 5aleMo 09 SaleDa ,.m ~ ! 15 J ~. _ _ ......_._ ___.~ S81eCe !i 20 j SaleYr ~ 08 DeedBkl'age 200831183 _... _. _ YearBlt - ' 1840 IIF File Date IiF_Approval_Status'.. http://taxdb.ccpa.net(details.asp?id=10-I5-1283-006.&dbselect=l 5/16/2011 . ~.~~.-~.. _ ,. ,_ r.R r TaxDB Result Details Detailed Results for Parcel 10-15-1283-010. in the 2010 Tax Assessment Database Page 1 of 1 D15fY1C1"ND -i~ 10 ~ Parcel ID ~~]0-15-1283-010. MapSuffix :,, I -i HouseNo I Direction ~ I Street ~ _... _.. ~ MOUNTAIN VIEW ROAD OVrnerl _.. __ KILE, JESSIE M C/O PropType i _. _ .. C2 Propbesc i LivAYea - _ ;. ~. CurLandVal : 49600 . P.: . CurIm Val _ _ _,.._ 76800 _.. _.. _ CurTotVal X126400 ~ Curi?retVal ' Acreage. ,62 ~ ,CIGrnStat TaxEx _.___ ~1 _ ~ ~ $aleAmt = I' 1 SaleMo __.. ' 09 SaleI)a , ' 15 5aleCe i 20 ~ SaleYr _. _ _ .. _ ; 08 'DeedBlrPage ... _._._ 200831183 YearBlt ~ HF File bate i HF_Approval_5tatus http://taxdb.ccpa.netldetails.asp?id=10-15-1283-010.&dbselect=l 5/lb/2011 V~ TaxDB F.esult Details Page 1 of 1 DetailecN. Results for Parcel 10-15-1283-013. in the 2010 Tax Assessment Database DistrictNo I' 10 ~ Parce] ID 10-15-1283-013. Map5affia _ ,, ' i }TouseNo f Direction ~ Street ~ MOUNTAIN VIEW ROAD Owned ~ KILE, JESSIE M CIO _. _ PropType L1 PrapDesc ' LivAren ~~ .. CurLandVal ~ 50600 _ _. CurImpVal 0 CurTotVal 50600 CurPrefPal _.. Acreage ,: - _ .68 _,... _ , i CIGt•nStat I TaxEz: '1 '~ 1 5aleMo II 09 , SaleDa <_ ~ 15 SaleCe 20 SaleYr 08 _. DeedBlcl?age 1200831183 YearBlt HF File :Date HF_Approval_Status', http://taxdb.ccpa.net/details.asp?id=10-I 5-1283-013.&dbselect=l S(16(2011 Estate Valuation Date of Death; 02/25/2011 Valuation Date: 02/25)2011 Processing Cate: 09/24(2012 Shares Security or Par Description 1) 19 METLIFE INC (591568108) COM New York Skock Exchange 02/25/2011 Total Value: Total ACCYUal: Total: $885.31 Estate of: Jessie M. Kile Aeport Type; Date of Death Number of Securities: 1 File ID: kile Merin and/OY DiV rind Snt BECUIlty Nigh/Ask Low/Bid Adjustments Accruals Value 96.85000 96.39000 H/L 46.595000 885.31 $885.31 50.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations E Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-630D or www.evpsys.com. IRevisicn 7.1.1) APPRAISAL Personal Property of ~Ti~ 5 S i E k 1 ~~ ~ ~5 ~ ~ T"E Annraised by Chuck E. Bricker AU094-L Date~~~-)~-~~~ ~ ITEM VALUE ITEM VALUE R~FR ~~N~rafa JS~~~~ 2 i~c > t 2~~, s ~ r ~~ e,oa d:~~k3t~-""~=i6~-r' '~i foCbO . ~ Ft~o©R 1-..~-hips /~,Oo w'.~' [-K Erb .3~ Ua c.Rt~t~tiz. - ,3e,oe °ti ~~ ` D b~ /~ N, Sy. N; .~.~~~ ~ tt .u~a~4 Hc, TER lL',0u ' .ld,t7o i ,~ ;~t~~~is13~ 3-J~I -li ©~s~ 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Phone 888-502-4349 Fax (302) 934-2955 May 4, 2011 Johnson Duffie POBox109 Lemoyne, PA 17043-0109 Re: Estate of Jessie Mae Kile Social Security: 195-16-3621 Date of Death: February 25.2011 Deaz Sir or Madam: Per your inquiry on Apri126, 2011, please be advised that at the time of death, the above-named decedent had on deposit with this bank the followilag: 1. TypeafAccount Account Number Ownership (Names ofl Opening Date Balance on Date of Death Accruedlnterest Total 2. Type of Account Account Number Ownership (Names o, fl Opening Date Balance on Date of Death Accruedtnterest Total Checking Account 9847223279 Jessie M Kile Sherry Lee Wagner 0129/09 $3,444.49 $ .04 $3,444.53 Savings Accoum 15004219713656 Jessie M Kile Sherry Lee Wagner 09/19/08 $1, 889.23 RECE~~~p $ .02 -$i-aa9:is --- ----- ---- -- --- - - - - _ MAY 0 9 2011 JOHNSON DUFFIE 3. Type of Account Account Number Ownership (Names ofl Opening Date Balance on Date of Death Accrued !merest Total Savings Account 25004920101025 Jessie M Kile WalterL Kile Sherry Lee Wagner 10/04/83 $800.02 $ .OS $800.07 For any additional information on the above accounts, including ownership and any changes, dosnresand/or reimbursement of funds, please ®II the Trindle Road Officeat#717.737-23(18. We were unable to locate any safe deposit box for the above-mentioned decedent This letter does cwt include any accounts in which the deceased may have be® fisted as Power of Attorney, Ltistodian of lJnifarm Transfers, Representative Payee, or Tnuteeunder a Written Agreenent Sincerely, Tammy Spencer Adjustment Services -.-.ar-~eTM^-,.a,.- ,...~,~.,,4.. PENNSYLVANIA INHERITANCE T INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND PD BOX 288601 TAXPAYER RESPONSE HARRISBURG PA 17128-0681 flEV-)543 E% PFP t03.Ot) SHERRY L WAGNER 4400 KILE DR ENOLA PA 17025-1909 TYPE OF ACCOUNT EST. OF JESSIE M KILE ^ sAViNGs SSN 195-16-3621 ® CHECKING DATE OF DEATH 02-25-2011 ^ rausr COUNTY CUMBERLA ^ CERTIF. ~ REMIT PAYMENT AND FORMS T REGISTER OF WILLS O O 1 COURTHOUSE SQUARE CARLISLE PA 17D13 /A1 V/~V~/* (j,/,%A pNC HANK NA provided the Department with the information below, which has been used in calculating the potential tax tlua. Records indicate that ak the death of 4he above-named tle cedant, you ware a ioinl: owns r/h enef icia rv of this account. If you feel the inform tion is incorrect, please obtain written correction from the financial inst i~t ution, attach a copy io this form and return it to the above address. This account is tazabla in accordance with the Inheritance Tax lams of the Commonwealth of Pennsylvania. Plea sa call C73A 787-8327 with Questions. .. -. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 21001021921 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Taz Due Date 07-L1-2005 Established g 10,304.00 X 50.000 $ 5,152.00 )( . 045 S 231.84 To ensure proper credit to the account, two copies of this notice must accompany payment to the Register of Wills. Make check payable to •"Regis ker of Wills. Agent". NOTEr If tax payments are made within throe months of the decedent's tlate of death, deduct e 5 percent tliseount on the tax due. Any Inheritance Tax due will become delinquent nine months after the date of death. A. ^ Th• above info rnation antl tax due is correct. Remit payment to the Reei stet of Wills with two copies of this notice to obtain a discount or avoid interest, or cheek box "A" and return this notice to the Register of r CHECK Wills antl an official assessment will be issued by the PA Dapa rtmant of Revenue. I ONE L B LOCK B. ~f~ The above asset has been or w311 be reporked and tax paid with the Pennsylvania Inheritance Taz rota rn J GNL Y ~'Y to be filed by the estate representative. C. ^ The above info rma eon is ineorrae and/or debts and deductions ware paid. Couple to PART ~2 and/or PART 3~ below. PART If indicating a different tax rate, please state relationship to decetlent: III ~ III I}III ~ v TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~ u W~ ~~- LIRE I.~~Da£~stablisFed _-~ ~~~~` 1' 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amcunt Subject to tax 4 $ 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rata 7 X e. Tax Due e PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID FILE ND. 21 11-0346 ACN 11127526 DATE D4-25-2011 Under Penalties of perjury, I declare that the facts I have reported above are true, correct and eta to the best my knowledge antl ballet. %i 7 ``~~ QQ~~~~// ~y ,~ ) r~~a~~~ p J~~^f HOME I J ) /~;~oZ Ul~/7" ~o( //!/L~/.G /.I it //,(7'C1~J~L/ ~ ~~.UI WORK C J ~,. R„ ~ , r . ~ , ~.~.~ ~ ,~ .~- _ ,, ,.a JERAY R. DUFFIE RICHARD W STEWART EDMUND G. MYERS DAVID W.DELDCE JOHN A. STATLER JEFFERSON J. SHIPMAN JEFFREY B. RETTIG MARK C. DUFFIE JOHN R. NINOSKY MICHAEL J. CASSIDY MELISSA PEEL GREEVY LAW O F F I C E S Jox~soN j~UFFIE 'ht~~~(~C~, Ji ~r r~ WADE D. MANLY ELIZABETH D. SNOVER ANUREW P. DOLLMAN SARAH E. HOFFMAN CAROLYN B. MCCLA[N OF COUNSEL HORACE A. JOHNSON C. AOY WF.IDNER, JR. CONSTANCF. P. BRUNT R LEE SHIPMAN (1965-2006) . +.Ld1=c H '-.om November 17.2011 VIA EMAIL RA-InheritanceTaxExtna tate.pa.us Department of Revenue Bureau of Individual Taxes Inheritance Tax Division P.O. Box 280601 Harrisburg, PA 17128-0601 Re: Ladies and Gentlemen: Estate of Jessie M. Kile a/k/a Jessie Mae Kile File Number: 21-2011-0346 Our File No. 10421-9 This fine represents Sherry L. Wagner, Executrix of the Estate of Jessie M. Kile a/k/a Jessie Mae Kile. Ms. Kile died February 25, 2011. The inheritance tax return is due by November 25, 2011. As of the date of this correspondence, the Executrix is trying to sell real estate owned by the Decedent and acquiring all of the debts/assets of the Estate that are to be reported on the Return. There is currently is no agreement of sale or settlement date scheduled for the property. We request a six (b) month extension of time to file the Inheritance Tax Return. Please indicate your approval of this request in due course via fax at (717) 761-3015 or email to my paralegal at dlw~ jdsw.com. We thank you in advance. Very truly yours, c: Sherry L. Wagner, Executrix JRD:dlw:469228 JOHNSON, D IE, STEWART & WEIDNER ~..__, rry Ie 301 MARKET STREET P.O.BOX 109 LEMOYNE,PENNSYLVANIA 17043-0109 WWW.JDSWCOM 717.761.4540 FAX: 717.7613015 MAIL@JDSW.COM JOHNSON, DUPFIB, STEWART & WEIDNER, P.C.