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HomeMy WebLinkAbout08-31-12 (2)J 1505610140 REV-1500 ~` I°'~'°' PA Qapattment of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po Box zeo6D1 INHERITANCE TAX RETURN Harrisburg, PA 17128.0601 RESIDENT DECEDENT 2 1 1 2 0 5 3 5 ENTER DECEDENT INFORMATION BELOW Social Severity Number Date of Death tu1MDDYYYY Oate of Binh MMDDYYYY 1 4 1 1 2 0 2 2 3 0 3 1 9 2 0 1 2 0 5 1 3 1 9 2 2 OecedenCa Last Name Suffix DecedenPa First Name MI KEN N Y C L A R A D (If Applicable) Enter Surviving Spouse's Information Below Spouse's lest Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRUTE OPALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ® 1.Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-62) 4. Limited Estate [~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tau Return Required death after 12-12-82) ® 6. Decedent Died Testate [] 7. Decedent Maintained a Living Trust _, 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Coedit (date of death ~ 1 t. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE ANO CONFOfcNTtAL TAX INFORYATgN SHOULD SE DIRECTED T0: Name, Daytime Telephone Number W I L L I A M A D U N C A N 7 1 7 2 4 9 7 7 8 0 First line of address 1 I R V I N E Second line of address City or Post O(Clce C A R L I S L E R O W State ZiP Code P A REGISTER OF HALLS U~EjONLY ~~ ~` ~~ .. A C ~7 7C7 ~ G'~ t ~- _ ~ " r~ .c` .. C.J r-,i' _.. G`, -: -.. ~~ ~~~ ~ r"` w D7p'E FILED ~. ~'~ `-~ Cam' 1 7 0 1 3 ~ ., Correspot-dent's e-mail address: b i 11 a d u n c a n h a r t m a n l a w• c o m Under Penalties of perjury. I declare that f have examined this return, indudin9 a~af+~YM9 sGtedules and statements, and b the beat of my krawledga and bslial 8 is true, cored and oortrplete. Declaration of preparer tNlrer roan the personal repratentativa is treted on all information of which proparer has airy k(IOWledge. SIGNAT RE OF ERSON RE~poNSIBLE FOR FLUNG RETURN DATE 8923 EARLY APRIL WAY ___ __ _ COLUMBIA MD 21046 SN3NATURE Of PREPAR-EyR OTHER THAN REPRESENTATIVE DATE ADDRESS 164 POLKVILLE ROAD ___ ___ __ COLUMBIA NJ 07382 PLEASE USE ORI(31NAL FORM ONLY Side 1 15D5610140 150561014D 1505610240 REV-1500 EX Decedent's Social Security Number Deceoenrs Name: C L A R A D• KENNY 1 4 1 1 2 0 2 2 3 RECAPITULATION 1 1 9 2 0 0 0. 0 0 1. Real Estate (Schedule A) ......................................... . .. 2. Stocks and Bonds (Schedule B) .................................... .. 2. 3. Closely Hek1 Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages and Notes Receivable (Schedule D) ........................ .. 4. 0 . 0 0 1 8 1 2 3 , 5 7 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. 3 2 4 6. 8 0 7. Inter-Vivos Transfers & Miscellaneous N -Probate Property (Schedule G) ~ Separate Billing Requested ..... .. 7. 8. Total Groaa Aeaets (total Lines 1 through 7) ......................... .. 8. 2 1 3 3 7 0 , 3 7 9. Funeral Expenses and Administrative Costs (Schedule H) ................ .. 9. 5 2 7 7 • 4 2 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........... .. 10. 1 1 8 3 9 0. 1 4 11. Total Dsduetiona (total lines 9 and 10) ............................. .. 11. 1 2 3 6 6 7. 5 6 12. 13. 14. Net Value of Estate (Line 8 minus Line 11) ................... Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ............. Net Value Subject to Tax (Line 12 minus Line 13) ............ .. .. .. ..... . .... ..... .. 12. .. 13. .. 14. 8 9 8 9 7 7 0 0 2 . 2 • 8 8 1 1 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(t.2) x.o _ 0. 0 0 15. 0. 0 0 18. Amount of Line 14 taxable at lineal rate x .045 8 9 7 0 2. 8 1 16. 4 0 3 6. 6 3 17. Amount of Line 14 taxable 0 0 0 17 0 0 0 . at sibling rate X .12 . . 18. Amount of Line 14 taxable at collateral rate X. t 5 0. 0 0 18. 0. 0 0 19. TAX DUE ......................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 4 0 3 6. 6 3 Side 2 1505610240 1505610240 REV-1500 EX Page 3 Decedent's Complete Address: Flle Number 21 12 0535 DECEDENTS NAME CLARA D• KENNY STREET ADDRESS 1150 S• PITT STREET CITY STATE CARLISLE PA ZIP 17013 Tax Payments and Credits: t • Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 3 , 5 0 0.0 0 B. Discount 18 4 - 21 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Ftll in oval on Page 2, Line 20 to request a refund. (1) 4,036.63 Total Credits (A + B) (2) 3 , 6 8 4.21 (3) (4) 0.0 0 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3 5 2 • 4 2 Make check payable to: REGISTER OF WILLS, AGENT ~ ,~i '~~~ -~ I . ,.. 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 shah 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, 1962, did decedent transfer property within one year of death without receiving adequate consideration? ...................................................................................... . ^ ^X 3. Did decedent own an "intrust for" orpayable-upon-death bank account or security at his or her death? ........ . ^ Q 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. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of Vansfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) {i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • The tax rate imposed on the ne[ value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE Of: FILE NUMBER: CLARA D• KENNY 21 12 0535 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, troth having reasonable knowledge of the relevant facts. Real property that is joindyowned with right of survivorahip must be disclosed on Schedule f. Attach a copy of the settlement sheet if the property has teen sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1 11150 S• PITT STREET I 192,000.00 CARLISLE, PA 17013 [SEE HUD SHEET ATTACHEDI TOTAL (Also enter on Line 1, Recapitulation.) ~ ; 19 2 , 0 0 0 - if nwre space is needed, use additional sheets of paper of ills same size. REV-1508 EX + (&9a) scHEVV~E e COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. tN RES DENT DECEDENT N PERSONAL PROPERTY ESTATE OF FILE NUMBER CLARA D• KENNY 21 12 0535 Include the proceeds of litigation and the date the proceeds were receNed by Me estate. AN proPsrtY joiMy-owned with right of survivorship must be ditclesed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. RENT ON HOUSE 279.48 2• 2001 OLDSMOBILE INTRIGUE 3,120.00 [SEE ATTACHMENT] 3• JOHN HANCOCK INSURANCE COMPANY PROCEEDS 10,748.00 4• VANGUARD REDEMPTION CHECK 1,310.54 5• THE HARTFORD CHECK 35.20 6• REIMBURSEMENT FOR 2012 COUNTY TAXES PAID 1,046.12 7• CENTURYLINK REFUND 9.60 8• COMMONWEALTH OF PA REFUND CHECK 650.00 9• MEMBERS FIRST FEDERAL CREDIT UNION SHARE REFUND 5.03 10• COUNTY TAXES PAID PRO-RATA 638.64 [SEE HUD SHEET ATTACHED] 11• ASSESSMENTS PAID PRO-RATA 280.96 [SEE HUD SHEET ATTACHED] TOTAL (Also enter on line 5, Recapitulation) ~ ; (If more space is needed, in9ert additional sheets of the same size) •57 REV-1509 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F .101NTLY•OWNED PROPERTY CLARA D• KENNY 21 12 0535 Man asset was made joinHy owned within one year of the decedent's date of death, it must 6e reported on Schedule ~. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. CLAIRE TRONGONE a. c. JOINTLY-OWNED PROPERTY: 164 POLKVILLE ROAD COLUMBIA, NJ 07382 G ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND HANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENTS INTEREST DATE OF DEATH VALUE ~ DECEDENTS INTERES7 ~, A. 11/92 MEMBERS FIRST FEDERAL CREDIT U• 2,273.89 50• 1,136.95 ACCT• #129863-00 CSEE DOD LETTER ATTACHED] 2• A 02/00 MEMBERS FIRST FEDERAL CREDIT U• 2,480.77 50• 1,240.39 ACCT. X129863-11 CSEE DOD LETTER ATTACHED] 3• A 06/09 MEMBERS FIRST FEDERAL CREDIT U. 300.19 50• 150.10 ACCT• X129863-02 [SEE DOD LETTER ATTACHED] 4• A• 08/11 PNC BANK ACCT• ~ 8047482322 1,438.72 50• 719.36 0.00 TOTAL (Also enter on Line 6, Recapitulation) I i 3, 2 4 6 8 0 If more space Is needed, use addllwnal sheets of paper of the same size. REV-1511 EX+ (10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE Of FILE NUMBER CLARA D• KENNY 21 12 0535 DacedeM's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. 1 2. 3. a. 5. 6. 7. 8• 9• 10- 11 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Represenfatlve(s) Street Address City State Year(s) Commission Paid: AttomeyFees: DUNCAN & HARTMAN PC Family Exemptlon: (If decedents address is not the same as daimanCs, attach explanation.) Claimant Street Address City State _ Relationship or Claimant to Decedent probate Fees: REGISTER OF WILLS Accountant Fees: Tax Retum Preparer Fees: CUMBERLAND LAW JOURNAL - LEGAL NOTICE THE SENTINEL - LEGAL AD DEATH CERTIFICATES FILING FEE HELD IN RESERVE 408.50 ?5.00 178.92 100.OD 15.00 500•DD TOTAL (Also enter on Line 9, Recapitulation) ~ s ZIP 4,000.00 ZIP If more space is needed, use additional st>sels of paper of the same size. REV-1512 EX* (12-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8r LIENS """ "" FILE NUMBER CLARA D• KENNY 21 12 0535 Report debts incurred by the decederrt pr'wr to death that remained unpaid at the date of death, including unreimbunead medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~. PPL - ELECTRIC BILL 106.55 2• VISA 52.00 3• HOOKE HOOKE & ECKMAN REALTOR COMMISSION 5,760.00 CSEE HUD SHEET ATTACHED] 4• GEORGE L• EBENER REALTOR COMMISSION 5,760.00 [SEE HUD SHEET ATTACHED] 5• DUNCAN & HARTMAN, PC ATTORNEY SETTLEMENT FEE 275.00 [SEE HUD SHEET ATTACHED] 6• SALES TAX/STAMPS 1,920.00 [SEE HUD SHEET ATTACHED] 7• 2012 COUNTY TAXES - GEORGE HICKS, JR• 1,046.12 [SEE HUD SHEET ATTACHED] 8• FINAL WATER/SEWER - BOROUGH OF CARLISLE 90.72 [SEE HUD SHEET ATTACHED] 9• PAYOFF WIRE FEE 17.00 [SEE HUD SHEET ATTACHED] 10• FINANCIAL FREEDOM MORTGAGE LOAN # 6000069520 103,362.75 [SEE HUD SHEET ATTACHED] TOTAL (Also enter on Line 10 Recapitulation) I S y 18 , 39 0 14 If more space s needed, insert addAanal sheets of the same s¢e. REV-1513 Ex+ (01-10) Pennsylvania ~ SCHEDULE J DEPARTMENT OF REVENUE I BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT CLARA D. KENNY ai. T.~ nc~c RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include oua' M spousal diafibutans and bansfers under Sec. 91 f6 (a) (1.2).] 1. KATHLEEN GUERTIN Lineal 8923 EARLY APRIL WAY 1/5 SHARE COLUMBIA, MD 21046 2. CLAIRE TRONGONE Lineal 164 POLKVILLE ROAD 1/5 SHARE COLUMBIA, NJ 07382 3. PATRICK KENNY Lineal 252 S• STATE ST. 1/5 SHARE NEWTOWN, PA 18940 4. DOROTHY SUPPLE Lineal 8 MILLER CIRCLE 1/5 SHARE MASHPEE, MA 02649 5. MARLENE ZAMPEDRI Lineal 130 LAKEWOOD DRIVE 1/5 SHARE MILFORD, PA 18337 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ; n more space Is neeaea, use addmonal sheets of paper of the same size. REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: 3, 500.00 Discount: 18 4 -21 Interest Table Year Days Delinquent this time period Balance Due this year Interest this period Before 1981 1982 1883 1984 1985 1986 1987 1988 throw h 1991 1992 1893 throw h 1984 1995 throw h 1998 1999 ~ 2000 2001 2002 2003 2004 2005 2006 '2007 2008 2009 2010 TOTALS Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: I, CLARA KENNY, of 1150 South Pitt Street, Carlisle, Pennsylvania (SSN: 141-12- 0223) declare this to be my Last Will, hereby revoking all prior wills and codicils. ITEM I. I direct that my funeral be conducted in keeping with my station in life and in accordance with instructions previously given my family, and that my remains be interred in my burial plot beside my former husband, in Clifton, New Jersey. ITEM II. I give, bequeath and devise all of my estate, of whatever nature and wherever situate unto my husband, Edward V. Kenny, if he survives me. ITEM III. If I am not survived by my husband, then and in such event I give, bequeath and devise all of my estate unto my husband's children, Patrick Kenny and Katheen Guertin, and unto my daughters, Marlene Zampedri, Dorothy Supple and Claire Trongone, shaze c,. and share alike. Should Dorothy Supple predecease me, her share shall'~ie distributed equally between her sisters, Marlene Zampedri and Claire Trongone, or their issue, per stirpes. Should Patrick Kenny predecease me, his share shall be distributed to his sister, Kathleen Guertin, or her issue per stirpes. If Kathleen Guertin, or Marlene Zampedri, or Claire Trongone predecease me, their respective shares shall be distributed to their issue, per stirpes. ITEM IV. All taxes, interest and penalties thereon payable by re8son~of my death with respect to property passing under this Will shall be paid from my residuary estate, and shall not be apportioned among the various legatees. ITEM V. The share of any beneficiary taking hereunder shall not be subject to voluntary or involuntary alienation prior to actual distribution. ITEM VI. In addition to powers given them by law, my Executors and his successors shall have the fallowing powers, applicable to all property held by them, effective without court order and until actual distribution: (a) To retain any property received by them; (b) To sell any and all property, real or personal, or to lease, mortgage or otherwise encumber same, publicly or privately, for such prices and on such terms as they may deem groper, without liability on the third persons dealing with same to see to application of the money so paid to my personal representatives; (c) To compromise controversies; (d) To distribute in cash or kind or both at such valuations as they may fix; and (e) , To hold investments in the name of a nominee. ITEM VII. I appoint my husband, Edward V. Kenny, as the Executor of my will and the guardian of the estate of any minor who might be taking hereunder. Should my husband be unable to serve, or to continue to so serve in such capacities, I appoint Marlene Zampedri and Kathleen Guertin, or the survivor of them, to serve in his stead, with the same powers and duties. No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his/her duties in any jurisdiction. 2 IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my last Will typewritten on four (4) sheets of paper including the self-proving attestation clause this ~_ day of April, 2000. Witnessed: ~~~~ (SEAL) CLARA KENNY at ~...e~__ ~g ~'n'+^~ ~ ~ /t~.'1kr residing at ~p ~'!! ~ COMMONWEALTH OF PEN11NSYLVANIA ) COUNTY OF / ) CLARA KENNY (the testatrix), ~~~ (lam ~ or r /.AV t ~ S. K a F F m ~ -~, and 'T Hor-~vi, ~, Itt.' (the witnesses , whose names are signed to the foregoing instrument, being first duly sworn, each hereby declares to the undersigned authority that the testatrix signed and executed the instrument as her last will in the presence of the witnesses and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. WITNESS: TESTATOR: CLARA KENNY 3 • . , • •. WITNESS: ~ ~ ~ ~_ Subscribed, sworn to and acknowledged before me by CI.ARA KENNY, the testatrix, and subscribed and sworn to before me by ~~~:_` ~v~ ~1~C 1~-~- , ,(.n v i G E ~: l'C.~! u ~'Fm r4~c! and '7L,eiv. atf ~ ~ ~~~- the witnesses, this o~t-" day of 2000. '' - otary Public (SEAL) NOTARUL SEAL KAY l:. DYYULET, Noeny Puao CNy d H O~uphUi Caumy, PA ~+ M~rah to 20x2 4 FIRST CODICIL TO LAST WILL OF CLARA KENNY I, Clara Kenny, of Carlisle, Pennsylvania, declare this to be the First Codicil to my Last Will executed by me on Apri120, 2000. ITEM I: Item VII of my said Last Will is hereby amended to revoke the appointment of Marlene Zampedri to serve as an alternate Co-Executrix of my Will and to substitute in her stead I hereby appoint Claire Trongone to serve as an alternate Co-Executrix of my Will. ITEM II: All other provisions of my Last Will are unchanged and shall be and remain in full force and effect. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this First Codicil to my Last Will printed on two (2) sheets of paper, including the self-proving attestation clause, this day of ~~ , 20Qt~' ~~ Clara Kenny Witn~esse~d: ~~ (]~ ~~-~.~"v` residing at ~'~J r--- - /~ residing at ~LH~i" vi's ., residing at COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~~ SS: n CLARA KENNY, (the testatrix), 1~ ~ Mt, ~~''+' 111 vin ~ a~vr.Q7 and r---- (the witnesses), whose names are signed to the foregoing First Codicil, being first duly sworn, each hereby declares to the undersigned authority that the testatrix signed and executed the foregoing First Codicil to her Last Will in the presence of the witnesses and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the First Codicil as witnesses and that to the best of their knowledge the testatrix was at the time eighteen years of age or older, of sound mind and under no constraint or undue influence. TESTATRIX: Clara Kenny Subscribed, sworn to and acknowledged before me by CLARA KENNY, the estarix, and s bscribe and sworn to before me by ~_ VLSI 7' and -- the witnesses, this 1~ -day of eb rwt , 200 S . Notary Public (SEAL) NW F P NSYLVMMA Nordd3rl Nrund Al~dlr, Nodry PUblfc t7~big60a~YMrCouw- M-Can~11110e69iMApr.7, 2010 AA«nb.-. Pw~nwlvr~ AMO~411on d Notan« 2 WTTNFQCFC• THIS AGREEMENT, made and concluded this ~ day of April, 2000, by and between EDWARD V. KENNY (Edward) and CLARA KENNY (Clara), husband and wife, presently residents at 1150 South Pitt Street, Carlisle, Pennsylvania. WITNESSETH: WHEREAS, Edward and Clara have each executed their Last Will concurrent with the date hereof, copies of said wills being appended hereto and incorporated herein by reference; and WHEREAS, the parties have agreed that the survivor of them will not change, alter, amend or revoke his or her respective Will afttr the death of the other, and that while they are both living, neither will change, alter, amend or revoke his or her Will without the written consent of the other; and WHEREAS, the parties desire to memorialize their aforesaid agreement for the guidance and benefit of their respective heirs and personal representatives. NOW, THEREFORE, in consideration of the premises, and the sum of One Dollar (S 1.00), in hand paid by each to the other, receipt whereof is hereby acknowledged by each, and intending to be legally bound hereby, it is agtned by aad between Edward and Clara as follows: Neither Edward nor Clara shall hereafter change, alter, amend or revoke his or her Will executed this date, without the written consent of the other. 2. ARer the death of one of the parties hereto, the survivor shall not thereafter during his or her lifetime, change, alter, amend or revoke his or her said will, unless the written consent of all of the heirs named therein is first obtained 3. Any subsequent will hereafter executed by either party in violation of this agreement shall be null and void from the date of its execution. 4. The parties shall provide each alternate executrix named in said Wills with copies of this agreement and of the subject Wills, and shall advise each such alternate -~ executrix where the originals of said documents are being maintained for safekeeping Purposes. 5. This agreement shall also be applicable to any subsequent will or codicil hereafter executed by either party with the written consent of the other. 6. This agreement shall be filed with the Register concurrent with the probate of the Will of the party who dies fast. 7. This agreement shall be binding upon the parties hereto, and their respective heirs, successors, and assigns, and shall be enforceable by either of the parties, and any of their respective heirs, successors and assigns. IN WITNESS WHEREOF the parties have set their hands and seals on the date fu~st f/ ~ SEAL) EDWARD V. KENNY ~~~ ~ (SEAL) CLARA KENNY 2 above written. ,~ The Agreement of Edward V. Kenny and Clara Kenny to Maintain Wills, entered jointly by them on April 20, 2000, is hereby amended to reflect and memorialize their further agreement that their respective Last Wills of the date aforesaid may be changed by First Codicils, the effect of which is to revoke for each Will the appointment of Marlene Zampedri as an alternate Co- Executrix and to substitute in her stead Claire Trongone as an alternate Co-Executrix. Said Fast Codicils are incorporated herein by reference thereto. All other provisions of their Agreement to Maintain Wills are unchanged and shall be and remain in full force and effect. This Amendment of Agreement shall be legally binding on the parties hereto, and their respective heirs, successors and assigns. ~-ll-~d y ts~-I-) Edward V. Denny Clara Kenny Witnesses: ~~. r'• ( wi A. Settlement Statement (HUD.-1) d4~ OMB Approval No. 2502-0265 1. Q FHA 2. Q RHS 3. ®Conv. Unins. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number: MT2012-33 000005570 4. ^ VA 5. Q Conv. Ins. C. Note: This form Is furnished fo gwe you a statement of actual sememant coats. Amounts paid to and by the settlement agents are shown. Items marked "(p.o.c)" were paid outekle the closing; they are shown hero for Informallonal puryoses and aro not included In the totals. D. Name 8 Address of Borrower; E. Name & Address of Seller: F. Name 8 Address of Lender: Walter N. Weigel, Jr. Estate of Clara D. Kenny Orrstown Bank 216 Mountatnvlew Road, Mt. Holly Springs, PA 17065 77 East King Street, Shippensburg, PA 17257 G. Property Location: H. Settlement Agent: 1. Settlement Date: 05/17/2012 1150 South Pitt Street Abstract Company of Cenhal PA, Inc. Disbursement Dale: 05/17/2012 Carlisle, PA 17013 26 Wesl High Street, Cadisle, PA 17013 Parcel H0423-0600-223, Carlisle Borough Piece of Battlement: TItleExpress ZB West High Street, Cadisle, PA 17013 Printed 05/16/2012 at 3:54 pm by RLM 100. Grose Amount Oue from Borrovwt X00. Gmsa AOwum f3ue to SNIe- 101. Contrail sales pdca 192, .00 40 . Contrail sates price 192,000. 102. Personal rt _ 402. Personal ro art 103. Settlement charges to borrower (I(ne 1400) 4,484.29 403. 104. 404. 105. 405, Ad ustments for gems aM b seller In advance ustmanla for flame ld b seller in advance fps. Cgyltaxn lazes to 406. Cily(town taxes to 107. County faxes 05/17/2012 to 12!31(2012 108. Assessments 05117x20121006130/2012 638.64 280.96 407. County taxes 05117!2012101213112012 408. Assessments 05117120121006/3012012 638.64 2110.96 109. 409. 110. 410. 111. 411. 112. 412. 120. Gros Amount Due from Borrower 197,403.89 420. Gross t4iwunt Dus to Sager 192,919.60 2110. Amount Prod b or in Beheil o(Bortower 590. ReducUoni In Amount Due to Seller 201. Oep~it a eame9l money 50, .00 50 , Excess deposit (see inskuctlons) 202. Principal amount of new loan(s) 72,000.00 502. Settlement charges to seller (line 1400) 18,368.84 203. ExIsO b s talren s l0 503. ExisOn I s taken t to 204. 504. Paydf of first rtrongage loan p6000069520 to Finandal Freedom 103,362.75 2~• 505. Pa off of second m e loam ~. 508. 207. 507. 208. 508. 209. 509. Ad ueunenb for items un aid b ae1Mr Ad ustmenta for gams un std 6 sager 2 0. CllyAown loxes b 510. Cilyrtown taxes to 211. County lazes l0 51 L County taxes to 212, Assessments l0 512. Assessments to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 2I9. 519. 220. Total PaW h rtor Borrovnr 122,000.00 520. Told Reducgon Amount Due Seller 121,731.59 300. Cash M Settlement iromgo Borrower 6W. Cash N Seglament loihom Seger 301. Gross amount due from borrower (line 120) 197,403.89 sp1. Gross amount due to seller (line 420) 192,919.60 302. Less amounts paid byRor borrower (line 220) 122,000.00 602. Less reductions in amount due seller (line 520) 121,731.59 ]03. Cash ^X From ^ To Borrower NM IqT YMMYY f/r. gMMlb vYNi GMa WY,W INIIIrf~ NO CMltlNW4Ybp 75,403.89 IWMMb dRbPlYb,IlYMtlery iIY 603. Cash XO To ^ From Seller ~MEntlIMbPwM N.OMtl.~b•RSfPl eevxW bYS.tlMW brem,Mb, 71,188.01 tlr Previous editions are obsolete Page 1 0 4 HUD-1 I ter'' 700. Talal Real Estate Broksr Ftroe 11,520.00 Paid From Paid From Divisionofwmmission Nne700 asfdlaws: Borrower's Seller's ~ 701. $5,760.00 to George L.Ebener&Associales Funds at Funds dt Rm. Ifeme Pavahle In (`.nnner.Nnn with Lnan 1 801. Our origination charge (Ihdudsa OrlgNra6odPOin10.000% or $0.00) $750.00 (from GFE #i) 802. Your credit a charge (potnls) fa the sperr6c interest rate chosen $ (from GFE #Z) 803. Your adjusted origination charges (from GFE A) 750.00 804. Appraisal lee to Central Penn sisals $375.00 P.O.C. B' (trap GFE #3) 805. Credit report to CBC INNOVIS INC. (hom GFE #3) 13.45 805. Tax service to from GFE #3 007. Flood ced18ca8on to Orrstawn Bank {iron GFE #3) 9.00 808. Remaining Appraisal Fee Due to Central Penn A sisals (fmm GFE #) 25.00 1 Am nema Ronni+wl h~ 1 ennw M N PeW In neNfnro ~ 1 901. Dally interest char es horn Iran 05f1 12 to O6I01l201Z ~ $6.86001day (imm GFE #10) 99. 902. Mat a insurance rrlmium months to iron GFE #3 903. Homeowner's insurance nronlhs to from GFE #11 904. months W iron GFE X11 I inm Reaervaa Mnnahwl uYh r andee 1001. In01al deposit Idr your esaow aapuM {from GFE 1f9) 1002. Homeowner's insurance months ; Imonlh 1003. Mort a insurance months Inwnlh 1004. Pr taxes months $ (month 1005. County fazes months $ 85.437month S 1006. Assessments months 194.76hnonth $ t0D7. Aggregate Adjustment $ 1 iim. TNle Chamea - - - -- - - -- --- - _-~~ 11U1. Title services and lender's title insurance iron GFE #4 941.74 1102. Settlement a closing fee to $ 1103. Owners title insurance hen GFE #5 565.20 1104. lender's title insurance $771.68 1105. Landers title polcy 8mit 572,000.00 Lender's Policy 1106. Owners line po0cy Nmfl $192,1100.00 Owner's Pdlcy 1107. Agent's paAion of the total 1N1e insurance premium $1,156.85 1108. Underwriter's portion M the total 8tle insurance premium $178.03 1109. Closing Proleaion Lett to Abstract C an of Cenlr< $75.00 t 110. Attorney Fees to Duncan & Hartman 275.00 1200. Government RernrdMo end Tnnsier Chemea - - - - ~ 1201. Government recording charges $ (from GFE #7) 140.00 1202. Dead $54,00 Mat a $86.00 Release $ 1203 Transfer fazes $ (from GFE #8) 1,920.00 1204. CilylCounty taxlslamps Deed $1920.00 M e $ 1205. SlaleTax/stamps Deed $1920.00 Mort e$ 1,920.00 1206. Deed $ $ 1207. Parcel Idenli8calion Fee - 20.00 1300. Add8lonel Seltlemartt Cher ea 1301. Required senices that you can shop for (from GFE #fi) 1302. to 1303. ro 1304. 2012 County Taxes to Geor Tfwmas HirAcs Jr. Tax Cr $ 1,048.1 i 305. Final walerlSewar 12193 to d Carlisle 90.7 306. Parti Payment Inhed{ance Taxes to Duncan 8 Hartman 3, 1307. Wue Payoff to AbsNad C an d Cenbal PA inc. 17. +. 4,484.29 1@,3@8.84 aid outside of closing by (e)mower, (5)e6er, (l)ender, (I)nvests, Bro(K)er. "Credit by lerl~r stzrwn on page 1. °'Credit by seller shown on page 1. y y. :vtous editions ere obsolete '. Page Z of 4 HUD-1 ___ Comp 9sor o/Good Faith Estimate GF and NUD•t Ghar es Char ea That Cannot Increase FH1D-1 Une Num!»r OurorlginaUoncharge $ 1 Your aedif or charge (pu(nts) for the specific interest rate chosen p SD2 Your ad(usted origination charges #803. ' Transfer taxes f{ 120 Good Filth Estimate HUD•t 750.00 750.00 0.00 0.00 750.00 750.00 1,920.00 1,920.00 Char ea That Can Cbaa e , _ Initial deposit a your escrow account O i 1 Daily lnteresi charges from !f 90i a lkxneovmersinsurance k 903 >f Loan Terms Good F5N6 Estimate HUD•1 O.W 0. 5, 99.90 0.00 0.00 Your initial loan amount is 872,1)00.00 Your loanlertnls 15. years Your Initial interest vale Is 3.3750% Your inirial monthly amount owed fa pt{ncipal, interest, and any mortgage $510.31 includes Insurance is ^X Windpal Q Interest ^ Mortgage Insurance ' Can your imeresl tale rise? ^X No. ^ Yes, it cart rise tc a maximum d %. The first change will be on 1 ! and can change again every years after 1 i .Every change date, your interest rate can increase a decrease by %. Over the Ate of the loan, your intaesl rate is guaranteed to never ba bwer than % a highn Than °J,. Even if you make paymenb on rime, can your loan balerice dse7 ^X No. ^ Yes, it can rise ro a maximum of § Even if you make payments on Ome, canyol,r monthly arrairnt owed for 0 No. ^ Yes, Ore first inaease can be on i 1 and the monthly prindpel, Inleres6 and mortgage insaence dse7 amount owed can rise to § Thor maximum it can ever rise to is § Does you{ loan have a prepayment penally? ^X No. ^ Yes, your maximum prepayrrrenl penaOy is 3 foes gout loan have a 6alhron paymanl7 ^X No. ^ Yes, you have a balloon payment of $ due in years on I I f olal rrrorrlhly anaunt awed inducting escrow aaount paymarrts ^X You do not have a monthly escrow payment la items, such as property taxes and homeowners insurance. You must pay ih~e 8ems direcOy yourself. ^ You have an additional monthly escow payment of $ that results in a total inltlal monthly amount awed of S This indttdas pratcipal interest, any mortgage insurance and any ilams dreckad tlelae: ^ Propedy taxes ^ Homeowners insurance ' ^ Flood insurance ^ ^ ^ ate: If you have any questions about the Settlement Charges and Loan Terms listed on this form, please contact your lender. avious editions are obsolete page 3 of 4 HUD-1 -~~ HUD CERTIFICATION OF BUYER AND SELLER ~~ have carefwty reviewed the HUD-t Settlement Statement and to the best of my knowledge and belief, it is s true and accurate statement of eU receipts and fisbursements made on my account or by me in this transaction. I further certify that t have received a copy of the HU61 Setlkmenl Statement. Natter N. Weigel, Jr, tt~Y7777 ~~~''~~"------ ESTATE 0 LAR4 D. KENNY the HUCYt Settlement Statement which 1 have prepared Is a true and accurate account of lhk tran9adlon. I have caused or will cause Ilro funds to ba iiahursad in accordance with this statement. i ~~ iETTLEMENTAGENT~ S / r~ / DnT~ 1RNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMfLAR FORM. PENALTIES UPON ~NVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18: U.S. CODE SECTION 1001 AND SECTION 1010. ryfous editions are obsolete Page 4 0 4 HUD-1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0801 RECEIVED FROM: REV-1162 EXI11-96) PENN INHERITANCE IA "AZE TAX NO. CD 015989 DU N WILLIAM 1 I INE ROW C LISLE, PA 17013 --'----- foltl ESTATE INFORMATION: ssN: jai-72-o22a FILE NUMBER: 2112-0535 DECEDENT NAME: KENNY CLARA D DATE OF PAYMENT: 05/18/2012 POSTMARK DATE: 05/18/2012 COUNTY: CUMBERLAND DATE OF DEATH: 03/19/2012 REMARKS: CHECK#1120 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 53,500.00 TOTAL AMOUNT PAID: 5 3, 500.00 INITIALS: DMB SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER 2001 Oldsmobile Intrigue GLS Sedan 4D Used Car Prices -Kelley Blue B... Page 1 of 4 © ~~ "' ZIP CODE: 1703} i Sign in for Sign up) home I car values ( cars for sale I car reviews I kbb top picks ~ research tools Popular at KBB.com Top 10 Head turners of 2012 advemsenent why atls? Home > Car Values > Oldsmobile > Intrigue > 2001 > Style > Options > Condition > Oldsmobile Intrigue _ ~ 2001 go GLS Sedan 4D __._ .. ._... r 2001 Oldsmobile Intri ue 2000 2001 2002. Style: GLS Sedan 4D View all 2 photos i Mileage: 91,000 change this wr edit options change style i pricing photos specs '~, kbb expert review 'consumer reviews ', ratings i compare i Used Car Prices See trade-In/Sell values */ !2 ~ 3 ~a DOD r ~ l c~~~ r-~ro N Search Used Cars for Sale near Carlisle View actual photos, compare prices, and buy your next car. Oldsmobile Intrigue Buyer's Resources Up to 75 MI1e5 ': away rrom z[v 17013... __._. ... _. _. '.. What can I affordt Ca!<ulate ycur monthly payment ~ search I want extended vehicle protection Get a free extended warranD~ quote ~ Recently Viewed Cars My saved Cars save car http://www.kbb. com/oldsmobile/intrigue/2001-oldsmobile-intrigue/gls-seda... 5/ 17/2012 advertisement why eds? St MEMBERS 1" PBDE9ALCRBDR UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffnc D•ete Account Established Principal Balance at .Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established CHECKING ACCOUNT: Account NumbedSufBx Date Aocount Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Princpal and Accrued Interoat Name of Joint Owner Date Joint Ownership Established HOLIDAY CLUB ACCOUNT: Aoeount Number/Suffix Date Account Established Principal Balanoe at Date of Death Accrued Interost to Date of Death Total PrlnGpal and Accrued Interest Name of Joint Owner Date Joint Ownership Established LOAN ACCOUNT: Account Number/Su/fnc Date Opened Principal Balance Loan Type Interest Rate Name of CaBorrower VISA ACCOUNT: Account Number/Suffoc D-ete Account Established Principal Balance at Date of Death Name of Joint Owner Cardholder 129863-00 11/23/1992 $2,273.81 $•28 $2,273.89 Claire Trongone 06/09/2009 129883-11 02/09/2000 $2,480.85 s.,2 $2,480.77 Claire Trongone 06/09/2009 129863-02 08/09/2009 $300.15 $.oa $300.19 Claire Trongone 08/09/2009 129863-01 12/03!1992 5.00 Personal Service LoaNContrectual Pledge of Sherea 11.00% None 4672090000246969 07l2M1998 $52.00 None EM ERS 1~ FEDERAL CR IT U 10 ~~-~:~~ a blb A. Kline Lending Insurance Support Specialist July 17, 2012 Eatab of: CLARA KENNY Dab of Dealb: 03H9/2012 Sochi Security Numbsr. 141-12-0223 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org _~u~, ~~, <<~i[ ~u:[~n~~r ri~~ ~anK ~ No,33yy N. 1/~ t July 17, 2012 William A Duncan Esq. Duncan 8t ~Tartnnan P.C. One Irvine Row Carlisle,l'A 17013 RE: Clara Kenny SSN: 141-12-0223 DOD: 03-19-2012 Dear Mr. Duncan: In response to your request for Date of Death (DOD) balances for the customer noted abo~~e, our records show the following: Checking Aceoaat Account# 8047482322 Established: 08-01-2011 CI.ARA KENNY CLAIRE TRONGONE DOD balance: $ 1,438.72 non interest bearing ~,~~~~.~ ~~m ~iiii ~imwnirmii~iiii~~~m~iii~~u~i~mm iiiiou~~~~+~i~ua~